CSI Capital Management
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CSI Capital Management Employees
Employee
Years
Job
Industry
Steven Cutcliffe Steven Cutcliffe's CSI Capital Management Experience December 2002 - May 2011
Job CoFounder, CEO @ Abbrea Capital LLC
Industry Investment Management
Experience
Abbrea Capital July 2015 - Present
GenSpring Family Offices January 2014 - July 2015
SunTrust Bank May 2011 - July 2015
CSI Capital Management December 2002 - May 2011
3Bridge Capital December 1999 - December 2002
Hanson Investment Management May 1991 - December 1999
Skills
Investments, Asset Allocation, Portfolio Management, Private Equity, Alternative Investments, Asset Managment
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance
Dartmouth College 1977 — 1981
BA, Double Major Economics, Government
Abbrea Capital July 2015 - Present
GenSpring Family Offices January 2014 - July 2015
SunTrust Bank May 2011 - July 2015
CSI Capital Management December 2002 - May 2011
3Bridge Capital December 1999 - December 2002
Hanson Investment Management May 1991 - December 1999
Skills
Investments, Asset Allocation, Portfolio Management, Private Equity, Alternative Investments, Asset Managment
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance
Dartmouth College 1977 — 1981
BA, Double Major Economics, Government
BeAnne Creeger BeAnne Creeger's CSI Capital Management Experience January 2010 - June 2011
Job Real Estate Consultant
Industry Real Estate
Experience
Keller Williams Realty Consultants November 2012 - Present
Plum Tree Yoga February 2008 - Present
Renee Kunkler Realty November 2011 - November 2012
CSI Capital Management January 2010 - June 2011
Rare Hospitality February 2006 - June 2008
Skills
Contract Negotiation, Budgets, Process Improvement, Property Management, Real Estate, Selling, Negotiation, Account Management, Real Estate Transactions, Marketing, Team Building, Time Management, Customer Service, Strategic Planning, Sales, Leadership
Education
Peachtree Yoga Center 2007 — 2008
500 RYT, Advanced Teacher Training
Wil Bowles School of Real Estate
Florida Real Estate Sales License
University of Central Florida
BS, Hospitality Management
Keller Williams Realty Consultants November 2012 - Present
Plum Tree Yoga February 2008 - Present
Renee Kunkler Realty November 2011 - November 2012
CSI Capital Management January 2010 - June 2011
Rare Hospitality February 2006 - June 2008
Skills
Contract Negotiation, Budgets, Process Improvement, Property Management, Real Estate, Selling, Negotiation, Account Management, Real Estate Transactions, Marketing, Team Building, Time Management, Customer Service, Strategic Planning, Sales, Leadership
Education
Peachtree Yoga Center 2007 — 2008
500 RYT, Advanced Teacher Training
Wil Bowles School of Real Estate
Florida Real Estate Sales License
University of Central Florida
BS, Hospitality Management
John G. Fields's CSI Capital Management Experience 1997 - 1998
Job Founder & Managing Director at Transfinity Developed and Launched New Product
Industry Financial Services
Experience
The Transfinity Group - Fintech Business Developer 2010 - Present
SunGard 2007 - 2010
ECHOtrade LLC 2004 - 2007
Integrated Capital Markets 1999 - 2003
Barclays Global Investors 1998 - 1999
CSI Capital Management 1997 - 1998
Pacific Options Exchange 1996 - 1997
The White House 1995 - 1995
OPIC Overseas Private Investment Corp 1995 - 1995
Deloitte 1995 - 1995
Skills
Investments, Venture Capital, Alternative Investments, Portfolio Management, Private Equity, Strategy, Financial Modeling, Executive Management, Equities, Strategic Partnerships, Business Strategy, Hedge Funds, Deal Execution, Securities, Finance, Asset Management
Education
Wabash College
AB Cum Laude
American University
American Politics, Washington Program
The Transfinity Group - Fintech Business Developer 2010 - Present
SunGard 2007 - 2010
ECHOtrade LLC 2004 - 2007
Integrated Capital Markets 1999 - 2003
Barclays Global Investors 1998 - 1999
CSI Capital Management 1997 - 1998
Pacific Options Exchange 1996 - 1997
The White House 1995 - 1995
OPIC Overseas Private Investment Corp 1995 - 1995
Deloitte 1995 - 1995
Skills
Investments, Venture Capital, Alternative Investments, Portfolio Management, Private Equity, Strategy, Financial Modeling, Executive Management, Equities, Strategic Partnerships, Business Strategy, Hedge Funds, Deal Execution, Securities, Finance, Asset Management
Education
Wabash College
AB Cum Laude
American University
American Politics, Washington Program
David Post David Post's CSI Capital Management Experience May 2003 - September 2007
Job Partner, Chief Investment Officer
Industry Financial Services
Experience
Telemus Capital LLC February 2014 - Present
Concentric Capital LLC January 2009 - January 2014
CSI Capital Management May 2003 - September 2007
Skills
Wealth Management..., Investment Management, Marketing Strategy, Private Equity, Investments, Business Development, Portfolio Management, Wealth Management, Finance, Financial Planning, Asset Management, Financial Advisory, Management, Alternative Investments, Equities, Financial Modeling, Due Diligence
Education
University of California, Berkeley 1974 — 1978
B.A., Social Sciences (Political Science / Business)
Telemus Capital LLC February 2014 - Present
Concentric Capital LLC January 2009 - January 2014
CSI Capital Management May 2003 - September 2007
Skills
Wealth Management..., Investment Management, Marketing Strategy, Private Equity, Investments, Business Development, Portfolio Management, Wealth Management, Finance, Financial Planning, Asset Management, Financial Advisory, Management, Alternative Investments, Equities, Financial Modeling, Due Diligence
Education
University of California, Berkeley 1974 — 1978
B.A., Social Sciences (Political Science / Business)
Morgan Livermore's CSI Capital Management Experience 2010 - 2010
Job Accel Partners
Industry Venture Capital & Private Equity
Experience
Accel Partners 2014 - Present
Vista Point Advisors 2011 - 2014
Demeter Group 2011 - 2011
Evolving Vox 2009 - 2011
CSI Capital Management 2010 - 2010
Education
Dartmouth College
AB
Dartmouth College - The Tuck School of Business at Dartmouth
Undergraduate Business Bridge Program
The Branson School
Accel Partners 2014 - Present
Vista Point Advisors 2011 - 2014
Demeter Group 2011 - 2011
Evolving Vox 2009 - 2011
CSI Capital Management 2010 - 2010
Education
Dartmouth College
AB
Dartmouth College - The Tuck School of Business at Dartmouth
Undergraduate Business Bridge Program
The Branson School
Jill Cramer Vived's CSI Capital Management Experience 2001 - 2006
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
Mogo Interactive February 2014 - Present
Vivalta, Inc. 2009 - 2014
Self-Employed 2009 - 2014
Tucker & Marks, Inc. 2007 - 2009
CSI Capital Management 2001 - 2006
Skills
Marketing, Management, Budgets, Social Media, Account Management, Marketing Communications, Social Media Marketing, Marketing Strategy, Strategic Planning, Customer Service, Social Networking, Strategy, Recruiting, Training, Public Relations, Digital Marketing, Advertising, Start-ups
Education
University of California, Santa Barbara
BA, History
University of Colorado at Boulder - Leeds School of Business
50 for Colorado Class of 2011, Executive Education Program
Mogo Interactive February 2014 - Present
Vivalta, Inc. 2009 - 2014
Self-Employed 2009 - 2014
Tucker & Marks, Inc. 2007 - 2009
CSI Capital Management 2001 - 2006
Skills
Marketing, Management, Budgets, Social Media, Account Management, Marketing Communications, Social Media Marketing, Marketing Strategy, Strategic Planning, Customer Service, Social Networking, Strategy, Recruiting, Training, Public Relations, Digital Marketing, Advertising, Start-ups
Education
University of California, Santa Barbara
BA, History
University of Colorado at Boulder - Leeds School of Business
50 for Colorado Class of 2011, Executive Education Program
Amy (Olsheskie) Black's CSI Capital Management Experience March 2011 - April 2011
Job Sales Support Administrator & Assistant to Senior Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank May 2011 - Present
CSI Capital Management March 2011 - April 2011
News America Marketing June 2010 - November 2010
RMS Media Group June 2008 - August 2008
Education
University of San Diego 2006 — 2010
BA, Communication Studies, Minor in Sociology
Hong Kong Baptist University
Communication Studies, Business Negotiation
First Republic Bank February 2015 - Present
First Republic Bank May 2011 - Present
CSI Capital Management March 2011 - April 2011
News America Marketing June 2010 - November 2010
RMS Media Group June 2008 - August 2008
Education
University of San Diego 2006 — 2010
BA, Communication Studies, Minor in Sociology
Hong Kong Baptist University
Communication Studies, Business Negotiation
Waleska Morales's CSI Capital Management Experience June 2000 - May 2011
Job Eagle Credit Generalist at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2015 - Present
First Republic Bank June 2015 - Present
GenSpring Family Offices January 2014 - December 2014
SunTrust Bank, Sports & Entertainment Group May 2011 - December 2014
CSI Capital Management June 2000 - May 2011
Citi Financial January 1998 - December 1998
Dr. Jovan Plamenac, DDS January 1996 - December 1997
Skills
Outlook, Customer Service, Microsoft Office, Sales, Team Building, Microsoft Excel, Social Media, Account Management, Event Planning, Strategic Planning, Microsoft Word, Access, Budgets, Training, Management, Leadership, Client Support..., Office Administration, Real Estate Transactions, Tax Returns, Estate Planning, Social Networking, Facebook, Instagram, Expense Reports, Confidentiality, Self-confidence, Private Banking, Flexible to Change, Multi-task & Handle..., Skilled Multi-tasker, Good Organizational..., Flexibility/Adaptability..., Interpersonal Abilities, Multicultural..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork, Honesty/Integrity/Morali..., Dedication/Hard-Working/..., Dependability/Reliabilit..., Positive..., Self-Motivated/Ability..., Marketing
Education
UCSF 1998 — 2000
City College of San Francisco
English as Second Language Diplomas and Certificates
La Salle Instituto Pedagogico, Nicaragua 1987 — 1994
High School, High School/Secondary Diplomas and Certificates
First Republic Bank August 2015 - Present
First Republic Bank June 2015 - Present
GenSpring Family Offices January 2014 - December 2014
SunTrust Bank, Sports & Entertainment Group May 2011 - December 2014
CSI Capital Management June 2000 - May 2011
Citi Financial January 1998 - December 1998
Dr. Jovan Plamenac, DDS January 1996 - December 1997
Skills
Outlook, Customer Service, Microsoft Office, Sales, Team Building, Microsoft Excel, Social Media, Account Management, Event Planning, Strategic Planning, Microsoft Word, Access, Budgets, Training, Management, Leadership, Client Support..., Office Administration, Real Estate Transactions, Tax Returns, Estate Planning, Social Networking, Facebook, Instagram, Expense Reports, Confidentiality, Self-confidence, Private Banking, Flexible to Change, Multi-task & Handle..., Skilled Multi-tasker, Good Organizational..., Flexibility/Adaptability..., Interpersonal Abilities, Multicultural..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork, Honesty/Integrity/Morali..., Dedication/Hard-Working/..., Dependability/Reliabilit..., Positive..., Self-Motivated/Ability..., Marketing
Education
UCSF 1998 — 2000
City College of San Francisco
English as Second Language Diplomas and Certificates
La Salle Instituto Pedagogico, Nicaragua 1987 — 1994
High School, High School/Secondary Diplomas and Certificates
Corrine Schrall Corrine Schrall's CSI Capital Management Experience December 2007 - May 2011
Job Master of Environmental Management Candidate
Industry Environmental Services
Experience
Conservation Trust for North Carolina May 2014 - July 2014
Nicholas School August 2013 - June 2014
IpVenture, Inc February 2013 - August 2013
Cisco Systems August 2012 - November 2012
Total Defense, Inc. February 2012 - June 2012
CSI Capital Management December 2007 - May 2011
Origins October 2006 - January 2008
RWR Homes, Inc July 2006 - July 2007
RWR Homes, Inc April 2004 - July 2006
Compaq Computers June 2001 - September 2001
Skills
Event Planning, Outlook, Microsoft Office, Microsoft Excel, Sales, Marketing, Leadership, Customer Service, Data Analysis
Education
Duke University - Nicholas School of the Environment 2013 — 2015
Master of Environmental Management, Environmental Economics and Policy
College of San Mateo 2011 — 2013
University of California, Santa Barbara 2000 — 2003
Bachelor, Business Economics and German Studies
Conservation Trust for North Carolina May 2014 - July 2014
Nicholas School August 2013 - June 2014
IpVenture, Inc February 2013 - August 2013
Cisco Systems August 2012 - November 2012
Total Defense, Inc. February 2012 - June 2012
CSI Capital Management December 2007 - May 2011
Origins October 2006 - January 2008
RWR Homes, Inc July 2006 - July 2007
RWR Homes, Inc April 2004 - July 2006
Compaq Computers June 2001 - September 2001
Skills
Event Planning, Outlook, Microsoft Office, Microsoft Excel, Sales, Marketing, Leadership, Customer Service, Data Analysis
Education
Duke University - Nicholas School of the Environment 2013 — 2015
Master of Environmental Management, Environmental Economics and Policy
College of San Mateo 2011 — 2013
University of California, Santa Barbara 2000 — 2003
Bachelor, Business Economics and German Studies
Morgan Darden Morgan Darden's CSI Capital Management Experience 2000 - 2006
Job Corporate Director of Operations at Off the Grid Services, LLC
Industry Events Services
Experience
Off the Grid Services, LLC September 2015 - Present
Blending Table May 2012 - December 2014
J.M. Darden and Company dba Aarons Inc. October 2008 - December 2012
CSI Capital Management 2000 - 2006
Sands and Company Inc 1988 - 2000
Sands and Company Inc 1988 - 1995
Skills
Wine, Operations Management, Restaurants, Change Management, Strategic Planning, Budgets, Hospitality, Account Management, Strategic Partnerships, Marketing Strategy, Team Building, Marketing, Entrepreneurship, Event Management, Private Equity, Leadership, Sales, Contract Negotiation, Start-ups, Business Strategy, Management, Real Estate, Negotiation
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Lovett High School
Off the Grid Services, LLC September 2015 - Present
Blending Table May 2012 - December 2014
J.M. Darden and Company dba Aarons Inc. October 2008 - December 2012
CSI Capital Management 2000 - 2006
Sands and Company Inc 1988 - 2000
Sands and Company Inc 1988 - 1995
Skills
Wine, Operations Management, Restaurants, Change Management, Strategic Planning, Budgets, Hospitality, Account Management, Strategic Partnerships, Marketing Strategy, Team Building, Marketing, Entrepreneurship, Event Management, Private Equity, Leadership, Sales, Contract Negotiation, Start-ups, Business Strategy, Management, Real Estate, Negotiation
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Lovett High School
Tracie Chatelain's CSI Capital Management Experience January 1995 - January 1999
Job Manager, Meetings & Events
Industry Consumer Goods
Experience
Georgia-Pacific LLC March 2001 - Present
LPGA February 1999 - March 2001
CSI Capital Management January 1995 - January 1999
Skills
Consumer Products, Marketing Strategy, Strategic Planning, Account Management, Sales Management, Marketing, Forecasting, Brand Management, Project Management, Sales Operations, Key Account Management, CRM, Team Building, Management, P&L Management, Product Development, Sales Presentations, Inventory Management, Budgets, Process Improvement, Negotiation, Leadership
Education
The University of Georgia 2010 — 2011
Meeting and Event Certification
Clayton State University 1989 — 1991
Business Administration and Management, General
Georgia-Pacific LLC March 2001 - Present
LPGA February 1999 - March 2001
CSI Capital Management January 1995 - January 1999
Skills
Consumer Products, Marketing Strategy, Strategic Planning, Account Management, Sales Management, Marketing, Forecasting, Brand Management, Project Management, Sales Operations, Key Account Management, CRM, Team Building, Management, P&L Management, Product Development, Sales Presentations, Inventory Management, Budgets, Process Improvement, Negotiation, Leadership
Education
The University of Georgia 2010 — 2011
Meeting and Event Certification
Clayton State University 1989 — 1991
Business Administration and Management, General
Michael Alpert, CFA Michael Alpert, CFA's CSI Capital Management Experience July 2001 - July 2004
Job
Industry Investment Management
Experience
ICONIQ Capital May 2013 - Present
Wetherby Asset Management November 2008 - April 2013
Goldman Sachs July 2004 - October 2008
CSI Capital Management July 2001 - July 2004
Putnam Investments June 1996 - June 1998
Lehman Brothers August 1994 - June 1996
Skills
Hedge Funds, Asset Management, Private Equity, Private Wealth..., Impact Investing, Family Office, Due Diligence, Valuation, Mutual Funds, Investments, Equities, Financial Modeling, Portfolio Management, Asset Allocation, Wealth Management..., Alternative Investments, High Net Worth..., Investment Management, Investment Banking, Equity Research, Wealth Management, Investment Advisory, Bloomberg, Securities, Investment Strategies, Fund Of Funds, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
University of Virginia 1990 — 1994
BS
ICONIQ Capital May 2013 - Present
Wetherby Asset Management November 2008 - April 2013
Goldman Sachs July 2004 - October 2008
CSI Capital Management July 2001 - July 2004
Putnam Investments June 1996 - June 1998
Lehman Brothers August 1994 - June 1996
Skills
Hedge Funds, Asset Management, Private Equity, Private Wealth..., Impact Investing, Family Office, Due Diligence, Valuation, Mutual Funds, Investments, Equities, Financial Modeling, Portfolio Management, Asset Allocation, Wealth Management..., Alternative Investments, High Net Worth..., Investment Management, Investment Banking, Equity Research, Wealth Management, Investment Advisory, Bloomberg, Securities, Investment Strategies, Fund Of Funds, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
University of Virginia 1990 — 1994
BS
Morgan Cooney Morgan Cooney's CSI Capital Management Experience August 2007 - May 2011
Job Account Manager at SunTrust / GenSpring Family Offices
Industry Financial Services
Experience
SunTrust May 2011 - Present
CSI Capital Management August 2007 - May 2011
Education
Loyola Marymount University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
SunTrust May 2011 - Present
CSI Capital Management August 2007 - May 2011
Education
Loyola Marymount University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Justin Bass's CSI Capital Management Experience August 1996 - May 2011
Job Managing Director at True Capital Management Wealth Management I Investment Counsel I Family Office
Industry Financial Services
Experience
True Capital Management November 2014 - Present
SunTrust Bank, Sports & Entertainment Group May 2011 - November 2014
CSI Capital Management August 1996 - May 2011
USF School of Law 2004 - 2006
Skills
Strategic Partnerships, Asset Managment, Management, Social Media, Investments, Finance, Contract Negotiation, Strategic Planning, Asset Management, Professional Sports, Retirement Planning, Wealth Management, Sports Law, Business management, Entrepreneurship, Wealth Management..., Family Office, Athlete Representation, Sponsorship, High Net Worth..., Sports Management, Marketing, Strategy, Social Media Marketing, High Profile Projects, Licensing
Education
University of California, Hastings College of the Law 1994 — 1997
J.D., Law
University of California, Los Angeles 1992 — 1994
B.A., History, Cum Laude
Tulane University 1990 — 1992
True Capital Management November 2014 - Present
SunTrust Bank, Sports & Entertainment Group May 2011 - November 2014
CSI Capital Management August 1996 - May 2011
USF School of Law 2004 - 2006
Skills
Strategic Partnerships, Asset Managment, Management, Social Media, Investments, Finance, Contract Negotiation, Strategic Planning, Asset Management, Professional Sports, Retirement Planning, Wealth Management, Sports Law, Business management, Entrepreneurship, Wealth Management..., Family Office, Athlete Representation, Sponsorship, High Net Worth..., Sports Management, Marketing, Strategy, Social Media Marketing, High Profile Projects, Licensing
Education
University of California, Hastings College of the Law 1994 — 1997
J.D., Law
University of California, Los Angeles 1992 — 1994
B.A., History, Cum Laude
Tulane University 1990 — 1992
Amanda George's CSI Capital Management Experience 2006 - 2007
Job CoFounder at Tranquil Tot
Industry Translation and Localization
Experience
Tranquil Tot January 2014 - Present
Major Localization Company 2008 - 2013
Major Localization Company 2007 - 2008
CSI Capital Management 2006 - 2007
Skills
Account Management, SaaS, Marketing Strategy, Marketing, Strategic Partnerships, Salesforce.com, Lead Generation, Globalization
Education
Southern Oregon University 1997 — 2001
Communication, Journalism, and Related Programs
Tranquil Tot January 2014 - Present
Major Localization Company 2008 - 2013
Major Localization Company 2007 - 2008
CSI Capital Management 2006 - 2007
Skills
Account Management, SaaS, Marketing Strategy, Marketing, Strategic Partnerships, Salesforce.com, Lead Generation, Globalization
Education
Southern Oregon University 1997 — 2001
Communication, Journalism, and Related Programs
Leland H. Faust's CSI Capital Management Experience 1978 - Present
Job Chairman at CSI Capital Management
Industry Financial Services
Experience
CSI Capital Management 1978 - Present
CSI Capital 1978 - Present
Skills
Venture Capital, Change Management, Private Equity, Account Management, Asset Allocation, Sports Marketing, Operations Management, Start-ups, Sports, Social Media Marketing, Social Media, Strategic Planning, Budgets, Entrepreneurship, Leadership, Equities, Swimming, Market Research, Portfolio Management, Management, Investments, Negotiation, Marketing Strategy, Public Relations
Education
University of California, Berkeley 1964 — 1968
Bachelor of Arts
Harvard Law School
CSI Capital Management 1978 - Present
CSI Capital 1978 - Present
Skills
Venture Capital, Change Management, Private Equity, Account Management, Asset Allocation, Sports Marketing, Operations Management, Start-ups, Sports, Social Media Marketing, Social Media, Strategic Planning, Budgets, Entrepreneurship, Leadership, Equities, Swimming, Market Research, Portfolio Management, Management, Investments, Negotiation, Marketing Strategy, Public Relations
Education
University of California, Berkeley 1964 — 1968
Bachelor of Arts
Harvard Law School
Amiee Burns's CSI Capital Management Experience 2000 - 2011
Job Managing Director Financial Services at A&E Wealth Management
Industry Financial Services
Experience
A&E Wealth Management August 2011 - Present
CSI Capital Management 2000 - 2011
Skills
Asset Allocation, Portfolio Management, Mortgage Lending, Investments, Loans, Sports, Wealth, Wealth Management, Insurance, Financial Analysis, Retirement Planning, Real Estate, Tax, Financial Services, Finance
Education
Florida Atlantic University
Bachelor's degree, Accounting
A&E Wealth Management August 2011 - Present
CSI Capital Management 2000 - 2011
Skills
Asset Allocation, Portfolio Management, Mortgage Lending, Investments, Loans, Sports, Wealth, Wealth Management, Insurance, Financial Analysis, Retirement Planning, Real Estate, Tax, Financial Services, Finance
Education
Florida Atlantic University
Bachelor's degree, Accounting
Steven B. Kravitz's CSI Capital Management Experience August 1991 - May 2011
Job Managing Director at SunTrust Sports and Entertainment Group
Industry Banking
Experience
SunTrust May 2011 - Present
CSI Capital Management August 1991 - May 2011
Skills
Private Equity, Licensing, Corporate Law, Venture Capital, Joint Ventures, Corporate Governance, Securities Regulation, Mergers & Acquisitions, Investments, Social Media, Due Diligence, Finance
Education
New York University 1989 — 1990
Masters of Law (LL.M.), Taxation
University of Virginia School of Law 1982 — 1985
Doctor of Law (J.D.), Law
The Ohio State University 1978 — 1982
Bachelor of Arts (B.A.), International Development
Mayfield High 1974 — 1978
SunTrust May 2011 - Present
CSI Capital Management August 1991 - May 2011
Skills
Private Equity, Licensing, Corporate Law, Venture Capital, Joint Ventures, Corporate Governance, Securities Regulation, Mergers & Acquisitions, Investments, Social Media, Due Diligence, Finance
Education
New York University 1989 — 1990
Masters of Law (LL.M.), Taxation
University of Virginia School of Law 1982 — 1985
Doctor of Law (J.D.), Law
The Ohio State University 1978 — 1982
Bachelor of Arts (B.A.), International Development
Mayfield High 1974 — 1978