Diamond Capital Advisors
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Diamond Capital Advisors Employees
Employee
Years
Job
Industry
Tong Liu Tong Liu's Diamond Capital Advisors Experience August 2012 - Present
Job Vice President Diamond Capital Advisors
Industry Investment Banking
Experience
Diamond Capital Advisors August 2012 - Present
Yew Bio-Pharm Group, Inc. (OTCBB YEWB) August 2014 - May 2015
TC Wholesale Group May 2005 - August 2006
Golden Apple Corp January 2001 - June 2005
Skills
Investment Banking, Valuation, Business Valuation, Private Placements, Private Equity, Financial Modeling, Corporate Development, Venture Capital, Mergers, Corporate Finance, Capital Markets, Due Diligence, Financial Analysis, Business Strategy, PowerPoint, Financial Reporting, Mergers & Acquisitions, Entrepreneurship, Start-ups, Business Development, Market Research, Investments, Finance, Portfolio Management
Education
California State University-Fullerton 2009 — 2012
Master of Business Administration (MBA), General Management, A
California State University-Fullerton 2006 — 2008
Bachelor's degree, Business/Managerial Economics, A
Diamond Capital Advisors August 2012 - Present
Yew Bio-Pharm Group, Inc. (OTCBB YEWB) August 2014 - May 2015
TC Wholesale Group May 2005 - August 2006
Golden Apple Corp January 2001 - June 2005
Skills
Investment Banking, Valuation, Business Valuation, Private Placements, Private Equity, Financial Modeling, Corporate Development, Venture Capital, Mergers, Corporate Finance, Capital Markets, Due Diligence, Financial Analysis, Business Strategy, PowerPoint, Financial Reporting, Mergers & Acquisitions, Entrepreneurship, Start-ups, Business Development, Market Research, Investments, Finance, Portfolio Management
Education
California State University-Fullerton 2009 — 2012
Master of Business Administration (MBA), General Management, A
California State University-Fullerton 2006 — 2008
Bachelor's degree, Business/Managerial Economics, A
Sean Gray Sean Gray's Diamond Capital Advisors Experience May 2011 - June 2012
Job Vice President, Fixed Income Portfolio Strategist at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management February 2015 - Present
RBC Wealth Management October 2012 - February 2015
Diamond Capital Advisors May 2011 - June 2012
Pepperdine Private Capital Markets Project July 2011 - May 2012
Indomitable Entertainment May 2011 - July 2011
Susan G. Komen for the Cure January 2011 - May 2011
E4H Inc 2009 - 2010
Ryan Homes 2005 - 2008
Skills
Financial Modeling, Private Equity, Investment Banking, Market Analysis, Negotiation, Dispute Resolution, Valuation, Financial Analysis, Due Diligence, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
Penn State University 2001 — 2005
BS, Supply Chain and Information Systems
RBC Wealth Management February 2015 - Present
RBC Wealth Management October 2012 - February 2015
Diamond Capital Advisors May 2011 - June 2012
Pepperdine Private Capital Markets Project July 2011 - May 2012
Indomitable Entertainment May 2011 - July 2011
Susan G. Komen for the Cure January 2011 - May 2011
E4H Inc 2009 - 2010
Ryan Homes 2005 - 2008
Skills
Financial Modeling, Private Equity, Investment Banking, Market Analysis, Negotiation, Dispute Resolution, Valuation, Financial Analysis, Due Diligence, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
Penn State University 2001 — 2005
BS, Supply Chain and Information Systems
William (Will) Liu's Diamond Capital Advisors Experience May 2014 - April 2015
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Diamond Capital Advisors May 2014 - April 2015
State of Hawaii: Department of the Attorney General July 2013 - August 2013
Palmwave HI - Wholesale Apparel Company January 2010 - January 2013
Education
University of Southern California
Master's Degree, Economics
University of Southern California - Marshall School of Business 2012 — 2016
Bachelor's Degree, Economics, Business Administration (Finance)
Punahou School 2008 — 2012
High School
J.P. Morgan June 2015 - Present
Diamond Capital Advisors May 2014 - April 2015
State of Hawaii: Department of the Attorney General July 2013 - August 2013
Palmwave HI - Wholesale Apparel Company January 2010 - January 2013
Education
University of Southern California
Master's Degree, Economics
University of Southern California - Marshall School of Business 2012 — 2016
Bachelor's Degree, Economics, Business Administration (Finance)
Punahou School 2008 — 2012
High School
Jenny(Qi) Feng Jenny(Qi) Feng's Diamond Capital Advisors Experience August 2014 - October 2014
Job Financial Analyst at CMBC co.
Industry Higher Education
Experience
Diamond Capital Advisors August 2014 - October 2014
Takenaka Partners LLC January 2014 - May 2014
Cinda Securities June 2013 - August 2013
Agricultural Bank of China November 2011 - March 2012
Agricultural Bank of China June 2009 - August 2009
Skills
CFA level II candidate, Microsoft Office, Mandarin, Financial Analysis, Valuation, Java programming, Capital IQ, Bloomberg, QuickBooks, Mergers & Acquisitions
Education
University of Southern California 2012 — 2014
Master of Science (M.S.), Financial Engineering
Diamond Capital Advisors August 2014 - October 2014
Takenaka Partners LLC January 2014 - May 2014
Cinda Securities June 2013 - August 2013
Agricultural Bank of China November 2011 - March 2012
Agricultural Bank of China June 2009 - August 2009
Skills
CFA level II candidate, Microsoft Office, Mandarin, Financial Analysis, Valuation, Java programming, Capital IQ, Bloomberg, QuickBooks, Mergers & Acquisitions
Education
University of Southern California 2012 — 2014
Master of Science (M.S.), Financial Engineering
Bradley Warner, CFA, CFP®'s Diamond Capital Advisors Experience March 2013 - June 2013
Job Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. June 2004 - Present
Diamond Capital Advisors March 2013 - June 2013
SAIC January 2003 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Windows, Time Management, Finance, Strategy, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA)
Pepperdine University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Transamerica Financial Advisors, Inc. June 2004 - Present
Diamond Capital Advisors March 2013 - June 2013
SAIC January 2003 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Windows, Time Management, Finance, Strategy, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA)
Pepperdine University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Yu (Carol) Meng Yu (Carol) Meng's Diamond Capital Advisors Experience June 2013 - August 2013
Job Student at Pepperdine University, The George L. Graziadio School of Business and Management
Industry Financial Services
Experience
Diamond Capital Advisors June 2013 - August 2013
Jiangsu Mineral Engineering Group Co July 2011 - August 2011
Industrial and Commercial Bank of China July 2010 - August 2010
Gymboree March 2010 - May 2010
Industrial and Commercial Bank of China July 2009 - August 2009
Skills
Financial Modeling, Industry Research, Microsoft Excel, JMP, PowerPoint, Microsoft Word, R, Eviews, Financial Statement..., Action Oriented, Team Leadership, Financial Accounting, Cost Accounting, Derivatives, Forecasting, Accounting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Science (M.S.), Applied Finance, 3.925
Soochow University 2008 — 2012
Bachelor of Economics, Finance, 3.81
Diamond Capital Advisors June 2013 - August 2013
Jiangsu Mineral Engineering Group Co July 2011 - August 2011
Industrial and Commercial Bank of China July 2010 - August 2010
Gymboree March 2010 - May 2010
Industrial and Commercial Bank of China July 2009 - August 2009
Skills
Financial Modeling, Industry Research, Microsoft Excel, JMP, PowerPoint, Microsoft Word, R, Eviews, Financial Statement..., Action Oriented, Team Leadership, Financial Accounting, Cost Accounting, Derivatives, Forecasting, Accounting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Science (M.S.), Applied Finance, 3.925
Soochow University 2008 — 2012
Bachelor of Economics, Finance, 3.81
Dandan Chen's Diamond Capital Advisors Experience July 2013 - September 2013
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
Media & Entertainment Services Alliance June 2014 - July 2014
Diamond Capital Advisors July 2013 - September 2013
Merck Sharp & Dohme Pharmaceutical Corporation, Ltd July 2010 - December 2010
Skills
•Proficient in SAP,..., Statistics, Human Resources, Recruiting, Research, SPSS, Data Analysis, Nonprofits, Strategic Planning, Business Development, Market Research, Marketing Strategy, Strategy, Social Media, Leadership, Management, Business Strategy, Analytics, Team Leadership, Analysis, Marketing, Social Networking, Employee Relations, Leadership Development, Training, Business Planning, Organizational..., Time Management, Sales, Competitive Analysis, Interviews, Deferred Compensation, Entrepreneurship, Talent Management, Performance Management, Sourcing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), MBA
Beijing Technology and Business University 2007 — 2011
Bachelor of Commerce (B.Com.), Human Resources Management, 3.7
Bank of America August 2014 - Present
Media & Entertainment Services Alliance June 2014 - July 2014
Diamond Capital Advisors July 2013 - September 2013
Merck Sharp & Dohme Pharmaceutical Corporation, Ltd July 2010 - December 2010
Skills
•Proficient in SAP,..., Statistics, Human Resources, Recruiting, Research, SPSS, Data Analysis, Nonprofits, Strategic Planning, Business Development, Market Research, Marketing Strategy, Strategy, Social Media, Leadership, Management, Business Strategy, Analytics, Team Leadership, Analysis, Marketing, Social Networking, Employee Relations, Leadership Development, Training, Business Planning, Organizational..., Time Management, Sales, Competitive Analysis, Interviews, Deferred Compensation, Entrepreneurship, Talent Management, Performance Management, Sourcing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), MBA
Beijing Technology and Business University 2007 — 2011
Bachelor of Commerce (B.Com.), Human Resources Management, 3.7
Mark R. Ross Mark R. Ross's Diamond Capital Advisors Experience January 2011 - Present
Job Managing Director at Diamond Capital Advisors
Industry Health, Wellness and Fitness
Experience
Diamond Capital Advisors January 2011 - Present
Chiller Ventures, Inc. April 2011 - May 2013
Diamond Capital Partners April 2009 - May 2012
Autobytel, Inc. January 2001 - April 2011
Mosaic Capital, LLC November 2006 - April 2009
Westmont Capital LLC November 2002 - August 2005
Chatsworth Securities, LLC 1996 - 2005
Autoweb, Inc.. 1998 - 2001
Chatsworth Securities 1997 - 2001
On Word, Inc. 1983 - 1995
Skills
Mergers, Investment Banking, Capital, Banking, Venture Capital, Financial Modeling, Business Valuation, Mergers & Acquisitions, Private Equity, Finance, Restructuring, Valuation, Start-ups, Business Strategy, Entrepreneurship, Strategic Partnerships, Corporate Law, Management, Joint Ventures, Management Consulting, Leadership, Due Diligence, Corporate Development, Executive Management, Strategy, Investments, Business Planning, Acquisition Integration, Corporate Finance, Financial Analysis, Leveraged Finance, Strategic Planning, Consulting, Business Development, Capital Markets, Marketing Strategy
Education
University of Massachusetts, Amherst 1970 — 1970
Elementary Education and Teaching
Hofstra University 1968 — 1969
Theater Arts
Lehigh University 1963 — 1967
BS, Finance
Diamond Capital Advisors January 2011 - Present
Chiller Ventures, Inc. April 2011 - May 2013
Diamond Capital Partners April 2009 - May 2012
Autobytel, Inc. January 2001 - April 2011
Mosaic Capital, LLC November 2006 - April 2009
Westmont Capital LLC November 2002 - August 2005
Chatsworth Securities, LLC 1996 - 2005
Autoweb, Inc.. 1998 - 2001
Chatsworth Securities 1997 - 2001
On Word, Inc. 1983 - 1995
Skills
Mergers, Investment Banking, Capital, Banking, Venture Capital, Financial Modeling, Business Valuation, Mergers & Acquisitions, Private Equity, Finance, Restructuring, Valuation, Start-ups, Business Strategy, Entrepreneurship, Strategic Partnerships, Corporate Law, Management, Joint Ventures, Management Consulting, Leadership, Due Diligence, Corporate Development, Executive Management, Strategy, Investments, Business Planning, Acquisition Integration, Corporate Finance, Financial Analysis, Leveraged Finance, Strategic Planning, Consulting, Business Development, Capital Markets, Marketing Strategy
Education
University of Massachusetts, Amherst 1970 — 1970
Elementary Education and Teaching
Hofstra University 1968 — 1969
Theater Arts
Lehigh University 1963 — 1967
BS, Finance
Helen Gong Helen Gong's Diamond Capital Advisors Experience September 2013 - March 2014
Job Student at UCLA
Industry Investment Banking
Experience
Citi June 2015 - August 2015
CREO Capital Advisors April 2015 - June 2015
McCafferty & Company October 2014 - December 2014
CREO Capital Advisors March 2014 - September 2014
Bank of America Merrill Lynch May 2014 - May 2014
Diamond Capital Advisors September 2013 - March 2014
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Financial Actuarial Mathematics
Pudong Foreign Languages School
Citi June 2015 - August 2015
CREO Capital Advisors April 2015 - June 2015
McCafferty & Company October 2014 - December 2014
CREO Capital Advisors March 2014 - September 2014
Bank of America Merrill Lynch May 2014 - May 2014
Diamond Capital Advisors September 2013 - March 2014
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Financial Actuarial Mathematics
Pudong Foreign Languages School
Jonathan Belanger's Diamond Capital Advisors Experience May 2009 - May 2012
Job TIBCO
Industry E-Learning
Experience
TIBCO Software Inc. August 2015 - Present
Becht Custom Builders May 2011 - August 2015
Whittier College September 2014 - May 2015
Ecolab September 2013 - September 2014
At&t Affordable Portables May 2012 - October 2012
Diamond Capital Advisors May 2009 - May 2012
Skills
Instructional Design, ADDIE, Project Management, Articulate Storyline, Gamification, Storyboarding, E-Learning, Blended Learning, Camtasia, Captivate, Time Management, Data Analysis, Litmos, Research, Public Speaking, Training, PowerPoint, Microsoft Office, Event Planning, Social Networking, Analysis, Sales, Customer Service, Marketing, Fundraising, Data Entry, Photoshop, SPSS, Statistics, Organizational..., Psychology, Qualitative Research, Adobe Creative Suite, Oracle, Training Delivery, Higher Education
Education
California State University-Fullerton 2014 — 2016
Masters, Instructional Design & technology
Whittier College 2008 — 2012
BA, Psychology
Cerritos High School 2004 — 2008
TIBCO Software Inc. August 2015 - Present
Becht Custom Builders May 2011 - August 2015
Whittier College September 2014 - May 2015
Ecolab September 2013 - September 2014
At&t Affordable Portables May 2012 - October 2012
Diamond Capital Advisors May 2009 - May 2012
Skills
Instructional Design, ADDIE, Project Management, Articulate Storyline, Gamification, Storyboarding, E-Learning, Blended Learning, Camtasia, Captivate, Time Management, Data Analysis, Litmos, Research, Public Speaking, Training, PowerPoint, Microsoft Office, Event Planning, Social Networking, Analysis, Sales, Customer Service, Marketing, Fundraising, Data Entry, Photoshop, SPSS, Statistics, Organizational..., Psychology, Qualitative Research, Adobe Creative Suite, Oracle, Training Delivery, Higher Education
Education
California State University-Fullerton 2014 — 2016
Masters, Instructional Design & technology
Whittier College 2008 — 2012
BA, Psychology
Cerritos High School 2004 — 2008
Andreina Landaez Andreina Landaez's Diamond Capital Advisors Experience April 2013 - April 2014
Job Financial Analyst at Westlake Financial Services
Industry Telecommunications
Experience
Westlake Financial Services July 2014 - Present
Westlake Financial Services May 2014 - July 2014
Diamond Capital Advisors April 2013 - April 2014
Telefonica June 2011 - July 2012
Henkel April 2010 - September 2010
Excelsior Gama Supermercados June 2008 - August 2008
Skills
Microsoft Excel, Business Objects, SAP R/3, SAP BW, Data Analysis, Statistical Data..., Access, Google Analytics, PowerPoint, MS Project, Supply Chain, Event Planning, Marketing Strategy, Analytics, Statistics, Competitive Analysis, Quantitative Analytics, Business Development, Marketing, Business Strategy, Forecasting, Finance, Management, Operations Management, SAP, Budgets, Strategy, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Analysis, Valuation, VBA, SPSS
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA)
Universidad Simón Bolívar 2005 — 2011
Industrial Engineer
Universität Siegen 2009 — 2010
Year abroad, Industrial Engineering
Westlake Financial Services July 2014 - Present
Westlake Financial Services May 2014 - July 2014
Diamond Capital Advisors April 2013 - April 2014
Telefonica June 2011 - July 2012
Henkel April 2010 - September 2010
Excelsior Gama Supermercados June 2008 - August 2008
Skills
Microsoft Excel, Business Objects, SAP R/3, SAP BW, Data Analysis, Statistical Data..., Access, Google Analytics, PowerPoint, MS Project, Supply Chain, Event Planning, Marketing Strategy, Analytics, Statistics, Competitive Analysis, Quantitative Analytics, Business Development, Marketing, Business Strategy, Forecasting, Finance, Management, Operations Management, SAP, Budgets, Strategy, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Analysis, Valuation, VBA, SPSS
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA)
Universidad Simón Bolívar 2005 — 2011
Industrial Engineer
Universität Siegen 2009 — 2010
Year abroad, Industrial Engineering
Scott Wachs Scott Wachs's Diamond Capital Advisors Experience September 2012 - April 2014
Job Wealth Strategy Associate at UBS
Industry Investment Management
Experience
UBS April 2014 - Present
Diamond Capital Advisors September 2012 - April 2014
Merrill Lynch February 2012 - August 2012
Lone Oak Fund, LLC September 2010 - March 2011
Wax Machine, LLC April 2005 - June 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of Wisconsin
Bachelor of Arts, History; European History
UBS April 2014 - Present
Diamond Capital Advisors September 2012 - April 2014
Merrill Lynch February 2012 - August 2012
Lone Oak Fund, LLC September 2010 - March 2011
Wax Machine, LLC April 2005 - June 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of Wisconsin
Bachelor of Arts, History; European History
Darwin Valentine's Diamond Capital Advisors Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Lazard
Industry Financial Services
Experience
Lazard August 2015 - Present
Lazard May 2015 - July 2015
UCLA Residential Life August 2014 - May 2015
Associated Students UCLA May 2014 - May 2015
Bruin Value Investing September 2013 - March 2015
Diamond Capital Advisors June 2014 - August 2014
City National Bank August 2013 - September 2013
UCLA Campus Retention Committee September 2012 - June 2013
UCLA June 2012 - September 2012
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Research, PowerPoint, Analysis, Event Planning, Leadership, Community Outreach, Social Media, Customer Service, Market Research, Microsoft Word, Investment Banking, Project Management, Valuation, Due Diligence, Financial Analysis, Accounting, Networking, Financial Statement..., Private Equity
Education
Sciences Po 2015 — 2016
University Foreign Exchange Program, Political Science, Economics, History, Law, & International Relations
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Political Science
University of California, Los Angeles 2013 — 2013
UCLA Summer Paris Travel Study, Medieval and Modern French History and Culture, 4.0
John F. Kennedy High School 2008 — 2012
High School Diploma
Lazard August 2015 - Present
Lazard May 2015 - July 2015
UCLA Residential Life August 2014 - May 2015
Associated Students UCLA May 2014 - May 2015
Bruin Value Investing September 2013 - March 2015
Diamond Capital Advisors June 2014 - August 2014
City National Bank August 2013 - September 2013
UCLA Campus Retention Committee September 2012 - June 2013
UCLA June 2012 - September 2012
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Research, PowerPoint, Analysis, Event Planning, Leadership, Community Outreach, Social Media, Customer Service, Market Research, Microsoft Word, Investment Banking, Project Management, Valuation, Due Diligence, Financial Analysis, Accounting, Networking, Financial Statement..., Private Equity
Education
Sciences Po 2015 — 2016
University Foreign Exchange Program, Political Science, Economics, History, Law, & International Relations
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Political Science
University of California, Los Angeles 2013 — 2013
UCLA Summer Paris Travel Study, Medieval and Modern French History and Culture, 4.0
John F. Kennedy High School 2008 — 2012
High School Diploma
Peter Lopez Peter Lopez's Diamond Capital Advisors Experience April 2015 - Present
Job Managing Director at Diamond Capital Advisors
Industry Financial Services
Experience
Diamond Capital Advisors April 2015 - Present
Los Angeles Business Sales & Consulting August 2013 - March 2015
Plethora Businesses November 2010 - October 2012
RBI January 2008 - December 2010
Business Team January 2009 - November 2010
Luxury by JB Diamonds February 2006 - January 2008
Martele Jewelers April 2002 - February 2006
Palomar Jewelers, Inc January 1997 - March 2002
Crescent Jewelers, Inc January 1995 - January 1997
Skills
Business Analysis, Contract Negotiation, Business Valuations, Mergers, Negotiation, Due Diligence, Valuation, Series 63 Securities..., Business Valuation, Series 63, Securities License, Selling, Start-ups, Strategic Planning, Sales, Business Planning, Business Strategy, Small Business, Marketing, Real Estate, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Sales Management, Online Marketing, Investments, Business Development, Retail, Executive Management, Finance, New Business Development, Strategy, Strategic Partnerships, Customer Service, Cold Calling, Marketing Strategy, Consulting, Analysis, Lead Generation, Business Acquisition, Sales Process, Email Marketing, Online Advertising, B2B, Direct Sales, Salesforce.com, Investment Properties, Account Management, Budgets, Market Research
Education
El Camino College 2009 — 2010
Communications
Gemological Institute of America 2002 — 2002
D.G., Diamonds
Diamond Capital Advisors April 2015 - Present
Los Angeles Business Sales & Consulting August 2013 - March 2015
Plethora Businesses November 2010 - October 2012
RBI January 2008 - December 2010
Business Team January 2009 - November 2010
Luxury by JB Diamonds February 2006 - January 2008
Martele Jewelers April 2002 - February 2006
Palomar Jewelers, Inc January 1997 - March 2002
Crescent Jewelers, Inc January 1995 - January 1997
Skills
Business Analysis, Contract Negotiation, Business Valuations, Mergers, Negotiation, Due Diligence, Valuation, Series 63 Securities..., Business Valuation, Series 63, Securities License, Selling, Start-ups, Strategic Planning, Sales, Business Planning, Business Strategy, Small Business, Marketing, Real Estate, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Sales Management, Online Marketing, Investments, Business Development, Retail, Executive Management, Finance, New Business Development, Strategy, Strategic Partnerships, Customer Service, Cold Calling, Marketing Strategy, Consulting, Analysis, Lead Generation, Business Acquisition, Sales Process, Email Marketing, Online Advertising, B2B, Direct Sales, Salesforce.com, Investment Properties, Account Management, Budgets, Market Research
Education
El Camino College 2009 — 2010
Communications
Gemological Institute of America 2002 — 2002
D.G., Diamonds
Connor Wilhelm's Diamond Capital Advisors Experience August 2014 - October 2014
Job StudentAthlete Academic Mentor at UCLA
Industry Financial Services
Experience
UCLA September 2015 - Present
NCLUSIVE July 2014 - November 2014
Diamond Capital Advisors August 2014 - October 2014
California Lutheran University Investment Club October 2013 - May 2014
Prudential California Realty June 2012 - August 2012
Personal Trainer June 2012 - August 2012
Central Casting June 2011 - August 2012
Skills
Economics, Stock Market, Entrepreneurship, Business Intelligence, Finance, Football, Basketball, Fantasy Sports, Investments, Portfolio Management, Sports, Personal Training, Intercollegiate...
Education
California Lutheran University 2013 — 2014
Bachelor’s Degree, Economics
Santa Monica College 2011 — 2012
Business Administration and Management, General
University of Colorado at Boulder 2010 — 2011
Hamilton High School 2006 — 2010
High School
Chartered Financial Analyst Program
UCLA September 2015 - Present
NCLUSIVE July 2014 - November 2014
Diamond Capital Advisors August 2014 - October 2014
California Lutheran University Investment Club October 2013 - May 2014
Prudential California Realty June 2012 - August 2012
Personal Trainer June 2012 - August 2012
Central Casting June 2011 - August 2012
Skills
Economics, Stock Market, Entrepreneurship, Business Intelligence, Finance, Football, Basketball, Fantasy Sports, Investments, Portfolio Management, Sports, Personal Training, Intercollegiate...
Education
California Lutheran University 2013 — 2014
Bachelor’s Degree, Economics
Santa Monica College 2011 — 2012
Business Administration and Management, General
University of Colorado at Boulder 2010 — 2011
Hamilton High School 2006 — 2010
High School
Chartered Financial Analyst Program
Riccardo Cannaviello Riccardo Cannaviello's Diamond Capital Advisors Experience March 2015 - Present
Job Managing Director, Investment Banking at Diamond Capital Advisors
Industry Investment Banking
Experience
Diamond Capital Advisors March 2015 - Present
Symmetry Advisors May 2005 - Present
Zybernetix 2002 - 2005
Northpoint Partners 2000 - 2001
Dianne O. Studio 1997 - 2000
Millennium Capital Partners 1993 - 1997
RCR International Advisory 1988 - 1993
Skills
Strategy, Entrepreneurship, Business Development, Private Equity, Corporate Development, Finance, Business Strategy, Financial Modeling, Due Diligence, Strategic Partnerships, Investment Banking, Analysis, Market Analysis, Cross-border..., Microsoft Excel, Cross-cultural
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance
Stanford University
Bachelor's degree, Economics
Istituto Massimiliano Massimo (Rome, Italy)
Liceo Classico
Diamond Capital Advisors March 2015 - Present
Symmetry Advisors May 2005 - Present
Zybernetix 2002 - 2005
Northpoint Partners 2000 - 2001
Dianne O. Studio 1997 - 2000
Millennium Capital Partners 1993 - 1997
RCR International Advisory 1988 - 1993
Skills
Strategy, Entrepreneurship, Business Development, Private Equity, Corporate Development, Finance, Business Strategy, Financial Modeling, Due Diligence, Strategic Partnerships, Investment Banking, Analysis, Market Analysis, Cross-border..., Microsoft Excel, Cross-cultural
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance
Stanford University
Bachelor's degree, Economics
Istituto Massimiliano Massimo (Rome, Italy)
Liceo Classico
Ian Holkey's Diamond Capital Advisors Experience December 2013 - July 2014
Job Investment Banking Analyst at Reynolds Advisory Partners
Industry Financial Services
Experience
Reynolds Advisory Partners January 2015 - Present
Black Legend Capital August 2014 - January 2015
Diamond Capital Advisors December 2013 - July 2014
Wowfand November 2013 - March 2014
De Bellas & Co. June 2013 - September 2013
UBS November 2012 - January 2013
Pyntail March 2012 - August 2012
University of Southern California October 2011 - July 2012
Skills
Investment Banking, Financial Modeling, Excel, Data Analysis, C++, Capital IQ, Valuation, Java, Business Development, Public Speaking, Microsoft Excel, Microsoft Office, Finance, PowerPoint, Corporate Finance, Python
Education
University of Southern California 2011 — 2014
Bachelor's Degree, Economics and Finance
Reynolds Advisory Partners January 2015 - Present
Black Legend Capital August 2014 - January 2015
Diamond Capital Advisors December 2013 - July 2014
Wowfand November 2013 - March 2014
De Bellas & Co. June 2013 - September 2013
UBS November 2012 - January 2013
Pyntail March 2012 - August 2012
University of Southern California October 2011 - July 2012
Skills
Investment Banking, Financial Modeling, Excel, Data Analysis, C++, Capital IQ, Valuation, Java, Business Development, Public Speaking, Microsoft Excel, Microsoft Office, Finance, PowerPoint, Corporate Finance, Python
Education
University of Southern California 2011 — 2014
Bachelor's Degree, Economics and Finance
Bingyao （Rebecca） Bai's Diamond Capital Advisors Experience January 2012 - June 2012
Job Financial Analyst, FP&A
Industry Financial Services
Experience
Cornerstone OnDemand March 2015 - Present
Sony Network Entertainment Int'l (SNEI) December 2012 - March 2015
Diamond Capital Advisors January 2012 - June 2012
Cedar Fair Entertainment Company June 2010 - August 2010
Sydney Institute of Language and Commerce, Shanghai University June 2009 - July 2009
Skills
Financial Analysis, Financial Modeling, SPSS, Corporate Finance, Financial Reporting, PowerPoint, Financial Forecasting, Excel, English, Business Valuation, Statistical Data..., StatTools, Strategic Financial..., Leadership, Forecasting, Data Analysis, Mandarin, Statistics, Microsoft Excel, Business Strategy, Analysis, Competitive Analysis, Quantitative Analytics
Education
Pepperdine University, Graziadio School of Business and Management 2011 — 2012
Master of Science, Applied Finance, 3.78
University of Technology, Sydney 2009 — 2011
Bachelor of International Business, Finance, General
Shanghai University 2007 — 2011
Bachelor of Arts, Finance, 3.67
Cornerstone OnDemand March 2015 - Present
Sony Network Entertainment Int'l (SNEI) December 2012 - March 2015
Diamond Capital Advisors January 2012 - June 2012
Cedar Fair Entertainment Company June 2010 - August 2010
Sydney Institute of Language and Commerce, Shanghai University June 2009 - July 2009
Skills
Financial Analysis, Financial Modeling, SPSS, Corporate Finance, Financial Reporting, PowerPoint, Financial Forecasting, Excel, English, Business Valuation, Statistical Data..., StatTools, Strategic Financial..., Leadership, Forecasting, Data Analysis, Mandarin, Statistics, Microsoft Excel, Business Strategy, Analysis, Competitive Analysis, Quantitative Analytics
Education
Pepperdine University, Graziadio School of Business and Management 2011 — 2012
Master of Science, Applied Finance, 3.78
University of Technology, Sydney 2009 — 2011
Bachelor of International Business, Finance, General
Shanghai University 2007 — 2011
Bachelor of Arts, Finance, 3.67
Steven Besbeck's Diamond Capital Advisors Experience May 2011 - Present
Job Managing DirectorDiamond Capital Advisors
Industry Investment Banking
Experience
Diamond Capital Advisors May 2011 - Present
MeetMe, Inc. September 2012 - November 2013
Iris International, Inc. September 1990 - October 2012
Avant Advisory Group October 2009 - April 2011
Aspyra Inc. August 1983 - December 2007
American Cytogenetics, Inc. 1975 - 1983
Skills
Venture Capital, Valuation, Start-ups, Product Development, Strategy, IPO, Management, Entrepreneurship, Private Placements, Business Development, Business Planning, Managerial Finance, Corporate Governance, Investments, Restructuring, Acquisitions
Education
California State University-Long Beach - College of Business Administration 1967 — 1970
BS, Finance and Accounting
Diamond Capital Advisors May 2011 - Present
MeetMe, Inc. September 2012 - November 2013
Iris International, Inc. September 1990 - October 2012
Avant Advisory Group October 2009 - April 2011
Aspyra Inc. August 1983 - December 2007
American Cytogenetics, Inc. 1975 - 1983
Skills
Venture Capital, Valuation, Start-ups, Product Development, Strategy, IPO, Management, Entrepreneurship, Private Placements, Business Development, Business Planning, Managerial Finance, Corporate Governance, Investments, Restructuring, Acquisitions
Education
California State University-Long Beach - College of Business Administration 1967 — 1970
BS, Finance and Accounting
Omid Shokoufandeh's Diamond Capital Advisors Experience January 2013 - August 2013
Job Analyst at Abington Emerson Capital
Industry Venture Capital & Private Equity
Experience
Abington Emerson Capital August 2013 - Present
Diamond Capital Advisors January 2013 - August 2013
www.spaphile.com August 2010 - January 2013
Bank of America June 2008 - August 2008
Smith Barney May 2007 - August 2007
Skills
Real Estate, Valuation, Risk Management, Corporate Finance, Competitive Analysis, Analysis, Strategy, Investment Banking, Portfolio Management, Investments, Business Planning, Private Equity, Venture Capital, VBA, Capital Markets
Education
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics, Economics
Santa Monica High School 2001 — 2005
GED
Abington Emerson Capital August 2013 - Present
Diamond Capital Advisors January 2013 - August 2013
www.spaphile.com August 2010 - January 2013
Bank of America June 2008 - August 2008
Smith Barney May 2007 - August 2007
Skills
Real Estate, Valuation, Risk Management, Corporate Finance, Competitive Analysis, Analysis, Strategy, Investment Banking, Portfolio Management, Investments, Business Planning, Private Equity, Venture Capital, VBA, Capital Markets
Education
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics, Economics
Santa Monica High School 2001 — 2005
GED
Bruce Kobritz's Diamond Capital Advisors Experience 2009 - Present
Job Director at Diamond Capital Advisors
Industry Financial Services
Experience
Diamond Capital Advisors 2009 - Present
Mosaic Capital 2007 - 2010
Strategic Associates 2001 - 2007
Crossroads Capital Partners October 1997 - April 2001
Strategic Healthcare Planning Associates September 1979 - September 1997
Kaiser Permanente 1977 - 1979
American Medicorp Inc. 1974 - 1976
UCLA Medical Center 1972 - 1973
Skills
Mergers, Investment Banking, Valuation, Capital
Education
University of California, Los Angeles - The Anderson School of Management 1970 — 1972
Master, Business Administration
University of Massachusetts, Amherst 1965 — 1969
BBA, Business
Diamond Capital Advisors 2009 - Present
Mosaic Capital 2007 - 2010
Strategic Associates 2001 - 2007
Crossroads Capital Partners October 1997 - April 2001
Strategic Healthcare Planning Associates September 1979 - September 1997
Kaiser Permanente 1977 - 1979
American Medicorp Inc. 1974 - 1976
UCLA Medical Center 1972 - 1973
Skills
Mergers, Investment Banking, Valuation, Capital
Education
University of California, Los Angeles - The Anderson School of Management 1970 — 1972
Master, Business Administration
University of Massachusetts, Amherst 1965 — 1969
BBA, Business
Lisa Zide's Diamond Capital Advisors Experience May 2011 - June 2013
Job Admissions Director at Sinai Akiba Academy
Industry Education Management
Experience
Sinai Akiba Academy July 2013 - Present
Diamond Capital Advisors May 2011 - June 2013
Sinai Akiba Academy September 2009 - June 2012
Bedford Falls May 1997 - May 2001
Omnibus Entertainment April 1996 - May 1997
Miramax March 1994 - March 1996
Ixtlan September 1991 - 1994
Skills
Film, Feature Films, Storytelling, Television, Entertainment, Film Production, Post Production, Digital Media, Independent Film, Casting, Pre-production, Camera, Fundraising, Producing
Education
University of Southern California 1985 — 1989
BA, Cinema-Television
Sinai Akiba Academy July 2013 - Present
Diamond Capital Advisors May 2011 - June 2013
Sinai Akiba Academy September 2009 - June 2012
Bedford Falls May 1997 - May 2001
Omnibus Entertainment April 1996 - May 1997
Miramax March 1994 - March 1996
Ixtlan September 1991 - 1994
Skills
Film, Feature Films, Storytelling, Television, Entertainment, Film Production, Post Production, Digital Media, Independent Film, Casting, Pre-production, Camera, Fundraising, Producing
Education
University of Southern California 1985 — 1989
BA, Cinema-Television
David Herman's Diamond Capital Advisors Experience May 2009 - Present
Job Managing Partner at Diamond Capital Advisors
Industry Investment Banking
Experience
Diamond Capital Advisors May 2009 - Present
Skills
Acquisitions, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Equities, Mergers, Private Placements, Management, Capital, Venture Capital, Funding, Investment Banking, Capital Raising, Valuation, Start-ups, Strategy, M &A, Business Strategy, Sales, Private Equity, Entrepreneurship, Due Diligence, Growth Capital, Business Valuation, Corporate Development
Education
New York University School of Law
Doctor of Law (J.D.)
Washington University in St. Louis
Bachelor of Arts (B.A.)
Diamond Capital Advisors May 2009 - Present
Skills
Acquisitions, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Equities, Mergers, Private Placements, Management, Capital, Venture Capital, Funding, Investment Banking, Capital Raising, Valuation, Start-ups, Strategy, M &A, Business Strategy, Sales, Private Equity, Entrepreneurship, Due Diligence, Growth Capital, Business Valuation, Corporate Development
Education
New York University School of Law
Doctor of Law (J.D.)
Washington University in St. Louis
Bachelor of Arts (B.A.)