De La Rosa & Co.
Industry: Company
DescriptionHeadquarters: Los Angeles, CA Founded: 1989 Parent organization: Stifel
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De La Rosa & Co. Employees
Employee
Years
Job
Industry
Eric Scriven Eric Scriven's De La Rosa & Co. Experience April 2006 - October 2011
Job Principal at NHA Advisors LLC
Industry Financial Services
Experience
NHA Advisors LLC July 2014 - Present
P2 Capital Advisors 2011 - June 2014
De La Rosa & Co. April 2006 - October 2011
Piper Jaffray June 2002 - April 2006
Kosmont Financial Services, LLC January 2001 - June 2002
Public Asset Management, Inc. January 1996 - January 2001
Sutro & Co., Inc. September 1990 - June 1994
McMahan Real Estate Advisors June 1988 - September 1990
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1993
MBA, Strategy, Marketing
University of California, Berkeley 1981 — 1985
B.S., Finance, Urban Land Economics
NHA Advisors LLC July 2014 - Present
P2 Capital Advisors 2011 - June 2014
De La Rosa & Co. April 2006 - October 2011
Piper Jaffray June 2002 - April 2006
Kosmont Financial Services, LLC January 2001 - June 2002
Public Asset Management, Inc. January 1996 - January 2001
Sutro & Co., Inc. September 1990 - June 1994
McMahan Real Estate Advisors June 1988 - September 1990
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1993
MBA, Strategy, Marketing
University of California, Berkeley 1981 — 1985
B.S., Finance, Urban Land Economics
Jason Wang Jason Wang's De La Rosa & Co. Experience June 2006 - January 2007
Job CoFounder and CEO at Caviar
Industry Financial Services
Experience
Caviar (Acquired August 2014) May 2012 - Present
815 Productions, LLC August 2010 - January 2014
Munch On Me (Acquired May 2012) January 2011 - May 2012
Google February 2010 - December 2010
Bank of America Merrill Lynch July 2009 - February 2010
Microsoft May 2008 - August 2008
Arcadian Management Services February 2007 - January 2008
Deloitte July 2007 - August 2007
World Savings January 2005 - May 2007
De La Rosa & Co. June 2006 - January 2007
Skills
Financial Modeling, Corporate Finance, Market Analysis, E-commerce, Start-ups, Credit Analysis, Social Networking, Fraud, Mobile Platforms, Banking, Financial Analysis, Salesforce.com, Business Strategy, SEO, Blogging, Facebook, Management, Market Research, Marketing Strategy, Product Management, Social Media Marketing, Entrepreneurship, Leadership
Education
Y Combinator 2011 — 2011
Entrepreneurship
University of California, Berkeley, Haas School of Business 2005 — 2009
Bachelor of Science, Business Administration
CFA Institute
Caviar (Acquired August 2014) May 2012 - Present
815 Productions, LLC August 2010 - January 2014
Munch On Me (Acquired May 2012) January 2011 - May 2012
Google February 2010 - December 2010
Bank of America Merrill Lynch July 2009 - February 2010
Microsoft May 2008 - August 2008
Arcadian Management Services February 2007 - January 2008
Deloitte July 2007 - August 2007
World Savings January 2005 - May 2007
De La Rosa & Co. June 2006 - January 2007
Skills
Financial Modeling, Corporate Finance, Market Analysis, E-commerce, Start-ups, Credit Analysis, Social Networking, Fraud, Mobile Platforms, Banking, Financial Analysis, Salesforce.com, Business Strategy, SEO, Blogging, Facebook, Management, Market Research, Marketing Strategy, Product Management, Social Media Marketing, Entrepreneurship, Leadership
Education
Y Combinator 2011 — 2011
Entrepreneurship
University of California, Berkeley, Haas School of Business 2005 — 2009
Bachelor of Science, Business Administration
CFA Institute
Kimi Rosenstiel Kimi Rosenstiel's De La Rosa & Co. Experience May 2009 - March 2014
Job Office Manager at Chartio
Industry Computer Software
Experience
Chartio March 2014 - Present
De La Rosa & Co. May 2009 - March 2014
Growth and Learning Opportunities 2009 - 2010
California Bar Foundation 2008 - 2009
Skills
Administrative..., Office Management, Social Networking, Financial Analysis, Marketing, People Skills, Travel Arrangements, Time Management, Outlook, Getting The Job Done, Data Entry, Event Management
Education
Loyola Marymount University
Master of Arts (MA), Elementary Education and Teaching
Loyola Marymount University 2000 — 2004
Bachelor of Arts (BA), English Language and Literature, General
Chartio March 2014 - Present
De La Rosa & Co. May 2009 - March 2014
Growth and Learning Opportunities 2009 - 2010
California Bar Foundation 2008 - 2009
Skills
Administrative..., Office Management, Social Networking, Financial Analysis, Marketing, People Skills, Travel Arrangements, Time Management, Outlook, Getting The Job Done, Data Entry, Event Management
Education
Loyola Marymount University
Master of Arts (MA), Elementary Education and Teaching
Loyola Marymount University 2000 — 2004
Bachelor of Arts (BA), English Language and Literature, General
Jeff Liubicich Jeff Liubicich's De La Rosa & Co. Experience March 2013 - April 2014
Job Operations Specialist at JMP Group
Industry Financial Services
Experience
JMP Group June 2014 - Present
De La Rosa & Co. March 2013 - April 2014
ThinkEquity LLC February 2006 - November 2012
Hoefer & Arnett, Inc. June 2003 - February 2006
Banc of America Securities June 2000 - June 2003
Nationsbanc Montgomery Securities February 1996 - June 2000
Bank of America August 1985 - February 1996
Skills
Equities, Hedge Funds, Securities, Series 7, Capital Markets, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Alternative Investments, Trading Systems, Middle Office, Bloomberg, Mutual Funds, Series 24, Series 63, Investment Banking, Financial Modeling, Valuation
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Economics & Finance
Bernard M Baruch College
Economics and Finance
JMP Group June 2014 - Present
De La Rosa & Co. March 2013 - April 2014
ThinkEquity LLC February 2006 - November 2012
Hoefer & Arnett, Inc. June 2003 - February 2006
Banc of America Securities June 2000 - June 2003
Nationsbanc Montgomery Securities February 1996 - June 2000
Bank of America August 1985 - February 1996
Skills
Equities, Hedge Funds, Securities, Series 7, Capital Markets, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Alternative Investments, Trading Systems, Middle Office, Bloomberg, Mutual Funds, Series 24, Series 63, Investment Banking, Financial Modeling, Valuation
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Economics & Finance
Bernard M Baruch College
Economics and Finance
Irving Leon Irving Leon's De La Rosa & Co. Experience August 2013 - January 2014
Job Financial Analyst at PriceGrabber.com
Industry Investment Banking
Experience
PriceGrabber.com May 2014 - Present
De La Rosa & Co. August 2013 - January 2014
UCLA Office of Intellectual Property/Industry Sponsored Research December 2012 - July 2013
Strategic Development Solutions July 2012 - October 2012
UCLA Accounts Payable August 2010 - August 2011
Skills
Microsoft Excel, Public Relations, PowerPoint, Spanish, Microsoft Word, Outlook, Data Analysis, C++, Microsoft Office, Research, Event Planning, Team Leadership, Strategic Planning, Public Finance, Analysis, Financial Modeling, Fixed Income, Financial Analysis, Community Outreach, Finance, Public Speaking
Education
University of California, Los Angeles 2008 — 2013
Bachelor of Science (B.S.), Mathematics/Economics, Specialization in Computing
PriceGrabber.com May 2014 - Present
De La Rosa & Co. August 2013 - January 2014
UCLA Office of Intellectual Property/Industry Sponsored Research December 2012 - July 2013
Strategic Development Solutions July 2012 - October 2012
UCLA Accounts Payable August 2010 - August 2011
Skills
Microsoft Excel, Public Relations, PowerPoint, Spanish, Microsoft Word, Outlook, Data Analysis, C++, Microsoft Office, Research, Event Planning, Team Leadership, Strategic Planning, Public Finance, Analysis, Financial Modeling, Fixed Income, Financial Analysis, Community Outreach, Finance, Public Speaking
Education
University of California, Los Angeles 2008 — 2013
Bachelor of Science (B.S.), Mathematics/Economics, Specialization in Computing
Hector Del Real Hector Del Real's De La Rosa & Co. Experience January 2014 - March 2014
Job Public Finance Investment Banking
Industry
Experience
Tucker Foundation International Fellowship July 2014 - September 2014
De La Rosa & Co. January 2014 - March 2014
HealthWorks, LLC August 2012 - January 2013
Green Corps: Dartmouth College Fund March 2012 - May 2012
Spanish DRILL Instructor January 2012 - April 2012
Education
Dartmouth College 2011 — 2015
Bachelor's Degree, Economics modified with Sociology
Associação Cultural Brasil-Estados Unidos – ACBEU 2012 — 2012
Portuguese Language
Tucker Foundation International Fellowship July 2014 - September 2014
De La Rosa & Co. January 2014 - March 2014
HealthWorks, LLC August 2012 - January 2013
Green Corps: Dartmouth College Fund March 2012 - May 2012
Spanish DRILL Instructor January 2012 - April 2012
Education
Dartmouth College 2011 — 2015
Bachelor's Degree, Economics modified with Sociology
Associação Cultural Brasil-Estados Unidos – ACBEU 2012 — 2012
Portuguese Language
Rushil Ram Rushil Ram's De La Rosa & Co. Experience May 2011 - August 2011
Job Full Stack Developer at skuchain
Industry Computer Software
Experience
Skuchain 2014 - Present
GrowthPoint Technology Partners July 2012 - November 2012
De La Rosa & Co. May 2011 - August 2011
Johnson & Johnson May 2009 - August 2009
Skills
Node.js, ElasticSearch, Bitcoin, Cryptography, Financial Modeling, Valuation, Market Research, Bloomberg Terminal, Trading Systems, Python, Qt
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
Leland High School 2004 — 2008
Skuchain 2014 - Present
GrowthPoint Technology Partners July 2012 - November 2012
De La Rosa & Co. May 2011 - August 2011
Johnson & Johnson May 2009 - August 2009
Skills
Node.js, ElasticSearch, Bitcoin, Cryptography, Financial Modeling, Valuation, Market Research, Bloomberg Terminal, Trading Systems, Python, Qt
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
Leland High School 2004 — 2008
Ishan Bhaumik Ishan Bhaumik's De La Rosa & Co. Experience March 2003 - April 2006
Job Director of Data Partnerships at TubeMogul
Industry Online Media
Experience
TubeMogul, Inc. April 2014 - Present
Visible Measures September 2011 - February 2014
Microsoft July 2008 - September 2011
CA, Inc June 2007 - August 2007
De La Rosa & Co. March 2003 - April 2006
Skills
New Business Development, Sales, Online Video Strategy, Branded Content, Video Distribution, Web Video, Business Development, Business Strategy, SaaS, Video, Strategic Partnerships, Video Analytics, Media Measurement, Pick-up Basketball, Enterprise Software, Product Management, Cloud Computing, Management, Business Intelligence, Forecasting, Sales Management, Marketing Strategy, Advertising, Sales Operations, Competitive Analysis, Analytics, Media Evaluation, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
London Business School 2007 — 2007
MBA
University of California, Berkeley 1997 — 2002
Bachelor's Degree
Laguna Hills High School
TubeMogul, Inc. April 2014 - Present
Visible Measures September 2011 - February 2014
Microsoft July 2008 - September 2011
CA, Inc June 2007 - August 2007
De La Rosa & Co. March 2003 - April 2006
Skills
New Business Development, Sales, Online Video Strategy, Branded Content, Video Distribution, Web Video, Business Development, Business Strategy, SaaS, Video, Strategic Partnerships, Video Analytics, Media Measurement, Pick-up Basketball, Enterprise Software, Product Management, Cloud Computing, Management, Business Intelligence, Forecasting, Sales Management, Marketing Strategy, Advertising, Sales Operations, Competitive Analysis, Analytics, Media Evaluation, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
London Business School 2007 — 2007
MBA
University of California, Berkeley 1997 — 2002
Bachelor's Degree
Laguna Hills High School
Alexis Ow Alexis Ow's De La Rosa & Co. Experience June 2006 - April 2007
Job Entertainment Marketing Manager
Industry Entertainment
Experience
In Style/PEOPLE Magazines June 2007 - Present
De La Rosa & Co. June 2006 - April 2007
BWR Public Relations December 2005 - June 2006
Skills
Event Planning, Event Management, Sponsorship, Publicity, Media Relations, Marketing Communications, Advertising, Entertainment, Social Networking, Integrated Marketing, Corporate Communications, Management, Marketing
Education
University of California, Los Angeles 2002 — 2006
BA, Political Science and Government
Calabasas High School 1998 — 2002
In Style/PEOPLE Magazines June 2007 - Present
De La Rosa & Co. June 2006 - April 2007
BWR Public Relations December 2005 - June 2006
Skills
Event Planning, Event Management, Sponsorship, Publicity, Media Relations, Marketing Communications, Advertising, Entertainment, Social Networking, Integrated Marketing, Corporate Communications, Management, Marketing
Education
University of California, Los Angeles 2002 — 2006
BA, Political Science and Government
Calabasas High School 1998 — 2002
Andrew Yassa Andrew Yassa's De La Rosa & Co. Experience March 2013 - March 2014
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
De La Rosa & Co. March 2013 - March 2014
Haas School of Business August 2011 - May 2013
Bivium Capital Partners, LLC June 2012 - August 2012
Mammoth Equity Partners, LLC January 2012 - May 2012
CyberDefender Corp. June 2011 - August 2011
JP Selects, LLC May 2011 - August 2011
UC Berkeley February 2011 - May 2011
Krisalis Construction Incorporated June 2010 - July 2010
AEGON November 2009 - 2010
Skills
Corporate Finance, Financial Modeling, Microsoft Excel, Fixed Income, Economics, Derivatives, Investments, VBA, PowerPoint, Portfolio Management, Finance, Asset Management
Education
Haas School of Business, UC Berkeley 2011 — 2013
B.S., Business Administration
University of California, Berkeley 2009 — 2013
B.A., Applied Math: Financial Mathematics
Loyola High School of Los Angeles 2005 — 2009
De La Rosa & Co. March 2013 - March 2014
Haas School of Business August 2011 - May 2013
Bivium Capital Partners, LLC June 2012 - August 2012
Mammoth Equity Partners, LLC January 2012 - May 2012
CyberDefender Corp. June 2011 - August 2011
JP Selects, LLC May 2011 - August 2011
UC Berkeley February 2011 - May 2011
Krisalis Construction Incorporated June 2010 - July 2010
AEGON November 2009 - 2010
Skills
Corporate Finance, Financial Modeling, Microsoft Excel, Fixed Income, Economics, Derivatives, Investments, VBA, PowerPoint, Portfolio Management, Finance, Asset Management
Education
Haas School of Business, UC Berkeley 2011 — 2013
B.S., Business Administration
University of California, Berkeley 2009 — 2013
B.A., Applied Math: Financial Mathematics
Loyola High School of Los Angeles 2005 — 2009
Patrick Harrington Patrick Harrington's De La Rosa & Co. Experience June 2010 - August 2010
Job Senior Valuation Associate Technology Sector at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank September 2014 - Present
Silicon Valley Bank January 2013 - Present
Silicon Valley Bank April 2012 - January 2013
InsideView, Inc September 2011 - April 2012
RETC - Fordham University November 2010 - May 2011
Fordham University January 2010 - May 2011
Professor - Fordham University 2011 - 2011
De La Rosa & Co. June 2010 - August 2010
MedAmerica May 2008 - August 2008
Skills
409a Valuations, Financial Modeling, Salesforce.com, Microsoft Office, Financial Management, Economics, CRM, Daptiv, Portfolio Management, Futures & Ooptions, Security Analysis, Thomson Municipal..., Bloomberg, Ceridian Payroll System, Lawson HRIS, Epicor, Accounts Payable, Accounts Receivable, Finance
Education
Fordham University
BS, Finance, Economics
University College Dublin
Finance, Business
Silicon Valley Bank September 2014 - Present
Silicon Valley Bank January 2013 - Present
Silicon Valley Bank April 2012 - January 2013
InsideView, Inc September 2011 - April 2012
RETC - Fordham University November 2010 - May 2011
Fordham University January 2010 - May 2011
Professor - Fordham University 2011 - 2011
De La Rosa & Co. June 2010 - August 2010
MedAmerica May 2008 - August 2008
Skills
409a Valuations, Financial Modeling, Salesforce.com, Microsoft Office, Financial Management, Economics, CRM, Daptiv, Portfolio Management, Futures & Ooptions, Security Analysis, Thomson Municipal..., Bloomberg, Ceridian Payroll System, Lawson HRIS, Epicor, Accounts Payable, Accounts Receivable, Finance
Education
Fordham University
BS, Finance, Economics
University College Dublin
Finance, Business
David Carlson David Carlson's De La Rosa & Co. Experience August 2011 - June 2013
Job Resident, Redwoods Leadership Development Program at DaVita HealthCare Partners
Industry Hospital & Health Care
Experience
DaVita Kidney Care September 2015 - Present
Lariat Partners August 2014 - September 2014
Bank of America Merrill Lynch June 2014 - August 2014
De La Rosa & Co. August 2011 - June 2013
Romer for Mayor August 2010 - June 2011
Colorado College May 2009 - May 2010
Skills
Financial Modeling, Stata, Financial Analysis, Due Diligence, Microsoft Excel, Bloomberg, Microsoft Office, Valuation, Fundraising, Investments, Fixed Income, Asset Management, Corporate Finance, Economics, Investment Banking, Capital Markets
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Colorado College 2006 — 2010
BA, Economics, Cum Laude, With Distinction in Economics
DaVita Kidney Care September 2015 - Present
Lariat Partners August 2014 - September 2014
Bank of America Merrill Lynch June 2014 - August 2014
De La Rosa & Co. August 2011 - June 2013
Romer for Mayor August 2010 - June 2011
Colorado College May 2009 - May 2010
Skills
Financial Modeling, Stata, Financial Analysis, Due Diligence, Microsoft Excel, Bloomberg, Microsoft Office, Valuation, Fundraising, Investments, Fixed Income, Asset Management, Corporate Finance, Economics, Investment Banking, Capital Markets
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Colorado College 2006 — 2010
BA, Economics, Cum Laude, With Distinction in Economics
Rebecca Juskovic Rebecca Juskovic's De La Rosa & Co. Experience May 2011 - May 2013
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs May 2013 - July 2014
De La Rosa & Co. May 2011 - May 2013
De La Rosa & Co. February 2011 - May 2011
Education
University of California, Berkeley 2007 — 2011
BA, Political Economy
Goldman Sachs August 2014 - Present
Goldman Sachs May 2013 - July 2014
De La Rosa & Co. May 2011 - May 2013
De La Rosa & Co. February 2011 - May 2011
Education
University of California, Berkeley 2007 — 2011
BA, Political Economy
Matthew Chiang Matthew Chiang's De La Rosa & Co. Experience May 2013 - June 2013
Job Student at University of California, Berkeley
Industry Mechanical or Industrial Engineering
Experience
Kohl's Department Stores June 2015 - August 2015
OddLook May 2014 - December 2014
De La Rosa & Co. May 2013 - June 2013
Merrill Lynch June 2012 - August 2012
Undergraduate Marketing Association September 2011 - May 2012
Boy Scouts of America January 2004 - August 2011
Skills
Microsoft Office, Matlab, Python, Photoshop, Apple iWork, Java, Illustrator, HTML, CSS, JavaScript, Leadership, Public Speaking, PowerPoint, Microsoft Excel
Education
UC Berkeley College of Engineering 2011 — 2015
University of California, Berkeley 2011 — 2015
Bachelor of Science, Industrial Engineering & Operations
Kohl's Department Stores June 2015 - August 2015
OddLook May 2014 - December 2014
De La Rosa & Co. May 2013 - June 2013
Merrill Lynch June 2012 - August 2012
Undergraduate Marketing Association September 2011 - May 2012
Boy Scouts of America January 2004 - August 2011
Skills
Microsoft Office, Matlab, Python, Photoshop, Apple iWork, Java, Illustrator, HTML, CSS, JavaScript, Leadership, Public Speaking, PowerPoint, Microsoft Excel
Education
UC Berkeley College of Engineering 2011 — 2015
University of California, Berkeley 2011 — 2015
Bachelor of Science, Industrial Engineering & Operations
Ariel Stern Ariel Stern's De La Rosa & Co. Experience June 2013 - August 2013
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
De La Rosa & Co. June 2013 - August 2013
Skills
Investment Banking, Mergers & Acquisitions, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Financial Modeling, Capital IQ, FactSet
Education
University of Pennsylvania 2011 — 2015
Bachelor’s Degree, Economics, Summa Cum Laude
Milken Community Schools 2007 — 2011
High School
Evercore June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
De La Rosa & Co. June 2013 - August 2013
Skills
Investment Banking, Mergers & Acquisitions, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Financial Modeling, Capital IQ, FactSet
Education
University of Pennsylvania 2011 — 2015
Bachelor’s Degree, Economics, Summa Cum Laude
Milken Community Schools 2007 — 2011
High School
Rich DeProspo Rich DeProspo's De La Rosa & Co. Experience February 2001 - April 2008
Job Managing Director and Manager Western Region at Stern Brothers, Investment Bankers
Industry Investment Banking
Experience
Stern Brothers, Investment Bankers June 2013 - Present
Wedbush Morgan Securities April 2008 - June 2013
De La Rosa & Co. February 2001 - April 2008
Prager, Sealy & Co., LLC 1990 - 2001
Lehman Brothers 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Asset Management, Structured Finance, Financial Modeling, Series 7, Public Finance, Bloomberg, Mergers & Acquisitions, Valuation, Hedge Funds, Investments, Bonds, Due Diligence, Equities, Alternative Investments
Education
University at Albany, SUNY 1978 — 1980
MBA, Finance
State University of New York at New Paltz 1973 — 1977
B.A.
Stern Brothers, Investment Bankers June 2013 - Present
Wedbush Morgan Securities April 2008 - June 2013
De La Rosa & Co. February 2001 - April 2008
Prager, Sealy & Co., LLC 1990 - 2001
Lehman Brothers 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Asset Management, Structured Finance, Financial Modeling, Series 7, Public Finance, Bloomberg, Mergers & Acquisitions, Valuation, Hedge Funds, Investments, Bonds, Due Diligence, Equities, Alternative Investments
Education
University at Albany, SUNY 1978 — 1980
MBA, Finance
State University of New York at New Paltz 1973 — 1977
B.A.
Ramon Zepeda's De La Rosa & Co. Experience 2011 - 2014
Job MBA Candidate at The Wharton School
Industry Investment Banking
Experience
De La Rosa & Co. 2011 - 2014
Cabrera Capital Markets, LLC 2010 - 2011
Stone & Youngberg 2009 - 2010
Drink-In-A-Box (www.drinkinabox.com) January 2008 - December 2008
Merrill Lynch September 2007 - December 2007
Citi June 2007 - August 2007
MITA ONG Centro de Desarrollo de Iniciativas Empresariales May 2006 - June 2006
Kaiser Permanente May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Corporate Finance, Equities, Due Diligence, Financial Analysis, Series 7, Series 63, Investments, Structured Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2004 — 2008
B.S. Accounting; B.S. Business Administration (emphasis in Finance)
Loyola High School of Los Angeles 2000 — 2004
De La Rosa & Co. 2011 - 2014
Cabrera Capital Markets, LLC 2010 - 2011
Stone & Youngberg 2009 - 2010
Drink-In-A-Box (www.drinkinabox.com) January 2008 - December 2008
Merrill Lynch September 2007 - December 2007
Citi June 2007 - August 2007
MITA ONG Centro de Desarrollo de Iniciativas Empresariales May 2006 - June 2006
Kaiser Permanente May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Corporate Finance, Equities, Due Diligence, Financial Analysis, Series 7, Series 63, Investments, Structured Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2004 — 2008
B.S. Accounting; B.S. Business Administration (emphasis in Finance)
Loyola High School of Los Angeles 2000 — 2004
Robert Heck Robert Heck's De La Rosa & Co. Experience June 2013 - December 2013
Job Trading Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
De La Rosa & Co. June 2013 - December 2013
Womply May 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Research, Entrepreneurship, Data Analysis, Financial Modeling, Marketing Strategy, Bloomberg Terminal, Matlab
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Applied Mathematics & Economics
Morgan Stanley June 2014 - Present
De La Rosa & Co. June 2013 - December 2013
Womply May 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Research, Entrepreneurship, Data Analysis, Financial Modeling, Marketing Strategy, Bloomberg Terminal, Matlab
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Applied Mathematics & Economics
Helen Nguyen's De La Rosa & Co. Experience April 2013 - June 2013
Job Public Relations Intern at Giorgio Armani
Industry Events Services
Experience
Giorgio Armani August 2014 - December 2014
Delta Sigma Pi June 2014 - December 2014
Delta Sigma Pi December 2013 - June 2014
Siemer & Associates June 2013 - August 2013
De La Rosa & Co. April 2013 - June 2013
UBS Wealth Management March 2012 - September 2012
JCB Forensic Engineering Consultants September 2011 - February 2012
Skills
Financial Analysis, Financial Modeling, Investments, Bloomberg Terminal, Microsoft Excel, Valuation, Microsoft Word, Market Analysis, PowerPoint, Corporate Finance, Economics, Data Analysis, Alternative Investments, Capital IQ, Investment Banking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business/Economics
Huntington Beach High School 2007 — 2011
Scholar with Distinction
Giorgio Armani August 2014 - December 2014
Delta Sigma Pi June 2014 - December 2014
Delta Sigma Pi December 2013 - June 2014
Siemer & Associates June 2013 - August 2013
De La Rosa & Co. April 2013 - June 2013
UBS Wealth Management March 2012 - September 2012
JCB Forensic Engineering Consultants September 2011 - February 2012
Skills
Financial Analysis, Financial Modeling, Investments, Bloomberg Terminal, Microsoft Excel, Valuation, Microsoft Word, Market Analysis, PowerPoint, Corporate Finance, Economics, Data Analysis, Alternative Investments, Capital IQ, Investment Banking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business/Economics
Huntington Beach High School 2007 — 2011
Scholar with Distinction
Brian Schirripa Brian Schirripa's De La Rosa & Co. Experience April 2009 - May 2011
Job Student at Pepperdine University
Industry Banking
Experience
De La Rosa & Co. April 2009 - May 2011
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Masters, Business Administration
Pepperdine University 2008 — 2010
Masters, Public Policy
California State University-Los Angeles
Bachelor, Anthropology, Political Science
De La Rosa & Co. April 2009 - May 2011
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Masters, Business Administration
Pepperdine University 2008 — 2010
Masters, Public Policy
California State University-Los Angeles
Bachelor, Anthropology, Political Science
Anton Rusev Anton Rusev's De La Rosa & Co. Experience September 2010 - January 2011
Job Analyst at Barclays Capital
Industry Banking
Experience
Barclays Capital July 2011 - Present
De La Rosa & Co. September 2010 - January 2011
Prager, Sealy & Co., LLC June 2010 - August 2010
Merrill Lynch June 2008 - June 2009
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
Barclays Capital July 2011 - Present
De La Rosa & Co. September 2010 - January 2011
Prager, Sealy & Co., LLC June 2010 - August 2010
Merrill Lynch June 2008 - June 2009
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
Nicholas Rayl Nicholas Rayl's De La Rosa & Co. Experience September 2012 - March 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Covert & Co. March 2013 - September 2013
De La Rosa & Co. September 2012 - March 2013
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Wealth Management, Investments
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts, Business Economics
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Covert & Co. March 2013 - September 2013
De La Rosa & Co. September 2012 - March 2013
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Wealth Management, Investments
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts, Business Economics
Paul Rosenstiel's De La Rosa & Co. Experience February 2009 - March 2014
Job Board Member at CalSTRS
Industry Investment Management
Experience
CalSTRS November 2011 - Present
Stifel Financial Corp. April 2014 - July 2015
De La Rosa & Co. February 2009 - March 2014
State of California January 2007 - February 2009
Westly for Governor 2005 - 2006
De La Rosa & Co. May 1995 - May 2005
Education
Stanford University Graduate School of Business 1981 — 1983
MBA
CalSTRS November 2011 - Present
Stifel Financial Corp. April 2014 - July 2015
De La Rosa & Co. February 2009 - March 2014
State of California January 2007 - February 2009
Westly for Governor 2005 - 2006
De La Rosa & Co. May 1995 - May 2005
Education
Stanford University Graduate School of Business 1981 — 1983
MBA
Jason Molina's De La Rosa & Co. Experience 2013 - 2013
Job Financial Analyst at MundoFox
Industry Management Consulting
Experience
MundoFOX January 2013 - Present
De La Rosa & Co. 2013 - 2013
Business Training Solutions LLC (BTS) 2011 - 2012
Rothschild September 2010 - August 2011
Fulbright Program September 2010 - August 2011
Coro Northern California September 2009 - June 2010
National Defense University 2008 - 2008
Skills
Management Consulting, Investment Banking, Financial Statement..., Project Management, Market Research, Business Strategy, Performance Benchmarking, Financial Analysis, Mergers, Financial Modeling, Strategic Consulting, Corporate Finance, Market Analysis, Competitive Analysis, Economics, International Business..., Policy Analysis, Public Relations, Public Speaking, Microsoft Office, Spanish, Latin American Business, Mergers & Acquisitions, International Relations, Training
Education
University of California at Irvine 2005 — 2008
Economics B.A. / International Studies B.A. (honors)
Instituto Tecnológico Autónomo de México (ITAM) 2010 — 2011
MBA courses, Strategy and FInance
University of Michigan 2007 — 2007
Public Policy & International Affairs Summer Fellowship (PPIA)
MundoFOX January 2013 - Present
De La Rosa & Co. 2013 - 2013
Business Training Solutions LLC (BTS) 2011 - 2012
Rothschild September 2010 - August 2011
Fulbright Program September 2010 - August 2011
Coro Northern California September 2009 - June 2010
National Defense University 2008 - 2008
Skills
Management Consulting, Investment Banking, Financial Statement..., Project Management, Market Research, Business Strategy, Performance Benchmarking, Financial Analysis, Mergers, Financial Modeling, Strategic Consulting, Corporate Finance, Market Analysis, Competitive Analysis, Economics, International Business..., Policy Analysis, Public Relations, Public Speaking, Microsoft Office, Spanish, Latin American Business, Mergers & Acquisitions, International Relations, Training
Education
University of California at Irvine 2005 — 2008
Economics B.A. / International Studies B.A. (honors)
Instituto Tecnológico Autónomo de México (ITAM) 2010 — 2011
MBA courses, Strategy and FInance
University of Michigan 2007 — 2007
Public Policy & International Affairs Summer Fellowship (PPIA)
Robert Barna's De La Rosa & Co. Experience May 2009 - April 2014
Job Managing Director, Stifel
Industry Investment Banking
Experience
Stifel April 2014 - Present
De La Rosa & Co. May 2009 - April 2014
Citi March 2003 - May 2009
RBC Capital Markets June 1993 - March 2003
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance, Accounting, Public-Non Profit Management
University of California, Berkeley 1983 — 1987
B.A., Economics
Stifel April 2014 - Present
De La Rosa & Co. May 2009 - April 2014
Citi March 2003 - May 2009
RBC Capital Markets June 1993 - March 2003
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance, Accounting, Public-Non Profit Management
University of California, Berkeley 1983 — 1987
B.A., Economics
Raina Bhatt's De La Rosa & Co. Experience May 2008 - May 2009
Job J.D. Candidate at Michigan Law
Industry Law Practice
Experience
Ada's Cafe September 2012 - April 2014
Cater2.me June 2012 - August 2012
Barclays Capital July 2010 - June 2012
Jefferies & Company June 2009 - August 2009
De La Rosa & Co. May 2008 - May 2009
Patpatia & Associates January 2008 - May 2008
Game Ready March 2007 - September 2007
Skills
Start-ups, Competitive Analysis, Forecasting, Business Strategy, Analysis, Finance, Financial Modeling, Marketing, Financial Analysis, Investment Banking, Valuation, Market Research, Data Analysis, Corporate Finance, Economics, Microsoft Excel, Due Diligence, Business Planning
Education
University of Michigan Law School 2014 — 2017
Doctor of Law (J.D.), Law
University of California, Berkeley 2006 — 2010
B.A., Economics, Legal Studies
Ada's Cafe September 2012 - April 2014
Cater2.me June 2012 - August 2012
Barclays Capital July 2010 - June 2012
Jefferies & Company June 2009 - August 2009
De La Rosa & Co. May 2008 - May 2009
Patpatia & Associates January 2008 - May 2008
Game Ready March 2007 - September 2007
Skills
Start-ups, Competitive Analysis, Forecasting, Business Strategy, Analysis, Finance, Financial Modeling, Marketing, Financial Analysis, Investment Banking, Valuation, Market Research, Data Analysis, Corporate Finance, Economics, Microsoft Excel, Due Diligence, Business Planning
Education
University of Michigan Law School 2014 — 2017
Doctor of Law (J.D.), Law
University of California, Berkeley 2006 — 2010
B.A., Economics, Legal Studies
Anthony Salgado's De La Rosa & Co. Experience May 2012 - August 2012
Job CDO Portfolio Admin at U.S. Bank
Industry Investment Banking
Experience
U.S. Bank March 2015 - Present
Cabrera Capital Markets, LLC July 2014 - February 2015
De La Rosa & Co. May 2012 - August 2012
Skills
Microsoft Office, Leadership, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Science, Electrical Engineering
Chicago Bond School
Investment Strategy, Fixed Assets, Public Finance
U.S. Bank March 2015 - Present
Cabrera Capital Markets, LLC July 2014 - February 2015
De La Rosa & Co. May 2012 - August 2012
Skills
Microsoft Office, Leadership, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Science, Electrical Engineering
Chicago Bond School
Investment Strategy, Fixed Assets, Public Finance
Janna Lee's De La Rosa & Co. Experience June 2011 - December 2011
Job Environmental Associate at Charles Abbott Associates, Inc.
Industry Environmental Services
Experience
UCLA April 2012 - June 2013
De La Rosa & Co. June 2011 - December 2011
State Water Resources Control Board October 2010 - September 2011
Climatepedia: UCLA November 2009 - September 2011
San Francisco Bicycle Coalition June 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Databases, ArcGIS, GFAAS, Water, Environmental Compliance, GIS, Soil, Water Quality, Climate Change
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science (BS)
UCLA April 2012 - June 2013
De La Rosa & Co. June 2011 - December 2011
State Water Resources Control Board October 2010 - September 2011
Climatepedia: UCLA November 2009 - September 2011
San Francisco Bicycle Coalition June 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Databases, ArcGIS, GFAAS, Water, Environmental Compliance, GIS, Soil, Water Quality, Climate Change
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science (BS)
Ellen Cheung's De La Rosa & Co. Experience
Job VP, Sales & Trading at De La Rosa & Co.
Industry Investment Banking
Experience
De La Rosa & Co.
Skills
Bloomberg, Series 7, Series 63, Series 24, Municipal Bonds, Fixed Income, Securities, Investment Banking
Education
University of California, San Diego
B.S., Management Science; Minor in Mathematics
De La Rosa & Co.
Skills
Bloomberg, Series 7, Series 63, Series 24, Municipal Bonds, Fixed Income, Securities, Investment Banking
Education
University of California, San Diego
B.S., Management Science; Minor in Mathematics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY