ECHELON Partners
Industry: Company
DescriptionFounded: 2001
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ECHELON Partners Employees
ECHELON Partners July 2014 - Present
ECHELON-Partners April 2013 - June 2014
Culver Capital Group November 2012 - April 2013
Skills
Valuation, Financial Analysis, Financial Modeling, Project Management, Entrepreneurship, Finance, Marketing Strategy, Marketing, Digital Imaging, Digital Photography, Photoshop, Digital Printing, Spanish, Corporate Finance, Investments, Microsoft Excel
Education
University of Miami 2008 — 2012
Bachelor of Arts (BA), Marine Affairs & Economics
Phillips Exeter Academy 2004 — 2008
Golden Gate Capital August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
ECHELON Partners June 2010 - September 2010
First Investors Corporation January 2010 - April 2010
Northwestern Mutual November 2009 - January 2010
Kiewit June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Bloomberg, Investments, Financial Analysis, Private Equity, Economics, Microsoft Office, Capital IQ, Banking, Finance, Hedge Funds
Education
Stanford University 2010 — 2012
Master of Science, Management Science and Engineering, 3.9/4.0
University of California, Los Angeles 2006 — 2010
Bachelor of Science, Civil Engineering, 3.8/4.0
SPINEART March 2010 - Present
Ridgetop Group May 2009 - March 2010
Ridgetop Group September 2008 - May 2009
ECHELON-Partners May 2008 - August 2008
Vendare Netblue December 2006 - May 2007
Oliver Peoples April 2006 - November 2006
THUNDER FACTORY January 2004 - March 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Business Development, Marketing, Business Analysis, Market Research, Cross-functional Team..., Process Improvement, Business Strategy, Strategy, Strategic Planning, Marketing Strategy, Medical Devices, Product Launch, Healthcare, Sales Operations, Hospitals, Capital Equipment, Market Development, New Business Development, Surgery, Orthopedics
Education
University of Arizona, Eller College of Management
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley
Bachelor of Science (B.S.), American Studies
Nathan Associates Inc. October 2014 - February 2015
Micronomics, Inc. September 2013 - September 2014
ECHELON Partners June 2013 - June 2013
Occidental College September 2012 - May 2013
Pacific Capital Bancorp June 2011 - August 2011
Occidental College August 2010 - May 2011
Occidental College January 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Stata, Matlab, Google Docs, WordPress, Econometrics, Microsoft Office, Economics, Data Analysis
Education
Occidental College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Carver Skateboards February 2015 - Present
KidSuper January 2011 - February 2015
ECHELON-Partners June 2014 - October 2014
United Talent Agency October 2013 - May 2014
United Talent Agency September 2013 - October 2013
Boundless Learning January 2013 - May 2013
United Talent Agency January 2012 - May 2013
United Talent Agency June 2011 - August 2011
Knight Frank February 2011 - June 2011
Skills
Business Strategy, Entertainment, Entrepreneurship, Final Cut Pro, Illustrator, Microsoft Office, Photoshop, Research, Social Media, Social Networking, Market Research, Marketing
Education
New York University 2009 — 2013
Bachelor's Degree, Business and Entertainment
Phillips Exeter Academy 2006 — 2009
High School
Claremont McKenna College September 2013 - Present
ECHELON-Partners May 2015 - August 2015
DataYes Inc May 2014 - August 2014
Wei Laboratories Inc July 2013 - August 2013
Skills
Football, Athletics, Sales, Sports, Advertising, Stata, Public Speaking, Event Management, Fundraising, Research, PowerPoint, Customer Service, Digital Painting, Water Treatment, Reverse Osmosis
Education
Claremont McKenna College 2013 — 2017
Bachelor of Arts, Economics; Sequence in Finance, Sophomore
Saratoga High School 2009 — 2013
High School Diploma
Macquarie Capital December 2014 - Present
Siemer & Associates September 2014 - December 2014
ECHELON-Partners June 2014 - September 2014
The Tribula Group January 2014 - May 2014
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Business Economics & Minor in Accounting, Junior
Citi June 2014 - Present
Citi June 2013 - August 2013
ECHELON Partners June 2012 - August 2012
RIO Company June 2011 - August 2011
Skills
Due Diligence, Bloomberg Terminal, Valuation, Leadership, Financial Modeling, Entrepreneurship, Social Media, Social Networking, Acquisitions, Capital IQ, Bloomberg, Financial Analysis
Education
University of Southern California 2010 — 2014
Emma Browne Photography December 2013 - Present
Fusion Consulting International Ltd September 2010 - November 2011
Shanghai University of Finance & Economics September 2009 - June 2010
Retail Co, Inc. May 2008 - August 2008
Trust Company of the West November 2007 - February 2008
ECHELON Partners June 2007 - August 2007
Education
University of Southern California 2005 — 2009
BA, Philosophy
University of Southern California - Marshall School of Business 2005 — 2009
BS, Business - Global Management
ECHELON Partners September 2001 - Present
Lovell Minnick Partners LLC February 2000 - October 2001
Greif & Co. April 1998 - February 2000
Capital Group September 1992 - April 1998
Theodore Barry & Associates April 1990 - September 1992
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 1989 - April 1990
Skills
Series 6, Series 63, series 62, Investments, Finance, Strategy, Mutual Funds, Financial Services, Mergers & Acquisitions, Financial Advisory, Management Consulting, Management, Economics, ETFs, Valuation, Investment Banking, Financial Modeling, Private Equity, Venture Capital
Education
Anderson School at UCLA 1995 — 1997
Master of Business Administration (M.B.A.), Emphasis in Finance, Marketing and Entrepreneurship
Occidental College 1984 — 1988
Advanced Bachelor's Degree, Economics
Deloitte July 2008 - Present
ECHELON Partners June 2007 - August 2007
Capital Group January 2007 - June 2007
Skills
Management Consulting, Business Transformation, Business Process..., Operating Models, Organizational Design, Finance Transformation, Business Analysis, IT Strategy, Business Process Design, Change Management, Business Process..., Business Process, Governance, Leadership, Business Case, Integration, Project Management
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
University of California, Irvine 2004 — 2008
Economics, Economics
Echelon Partners October 2014 - Present
SI2 Technologies July 2014 - Present
NTS 1996 - June 2014
NCR Corporation January 1995 - April 1996
Lockheed Martin January 1992 - January 1995
Lockheed Martin January 1990 - January 1992
GE January 1987 - January 1990
GE September 1984 - January 1987
Skills
Aerospace, Program Management, Process Improvement, Engineering Management, Manufacturing, Operations Management, Six Sigma, Testing, Root Cause Analysis, Systems Engineering, Continuous Improvement, Lean Manufacturing, Engineering, Project Management, Product Development, ISO, Process Engineering, Military, Quality Management, DoD, Quality Assurance, Cross-functional Team..., Quality System, Manufacturing..., Manufacturing..., Earned Value Management, SPC, Defense, Electronics, Supply Chain Management, Integration, Security Clearance, Leadership
Education
University of South Florida 1989 — 1991
MS, Engineering Management
Union College 1980 — 1984
BS, Mechanical Engineering
MHT MidSpan July 2015 - Present
MHT MidSpan May 2014 - August 2014
Top Free Apps & Games Daily, LLC March 2013 - March 2014
ECHELON Partners May 2013 - July 2013
Patpatia & Associates December 2012 - May 2013
Harvey & Company LLC June 2012 - July 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Public Speaking, Microsoft Word
Education
UC Berkeley 2011 — 2015
Bachelor’s Degree, Multi/Interdisciplinary Studies, Computer Science
ECHELON-Partners June 2015 - Present
CCPrep Go July 2013 - Present
Signature Estate & Investment Advisors, LLC September 2014 - March 2015
Keeply (Kipz) January 2014 - June 2014
Associated Students UCLA September 2013 - May 2014
Comprehensive College Prep September 2011 - August 2013
Skills
Research, Public Speaking, Microsoft Office, Social Media Marketing, Microsoft Excel, Teamwork, PowerPoint, Event Planning, Photoshop, Investments, Market Research, Netscape Navigator, Social Media, Marketing, Microsoft Word, Team Management, Written & Oral..., Prezi, Nutrition, Google Chrome, Asset Protection, Anomaly Detection, Subpoenas, Saxophone, Operational Excellence, Extreme Environments, Party Favors, Active Top Secret, Leadership, Data Analysis, Transformational..., Valuation, Paint
Education
University of California, Los Angeles 2013 — 2017
Aliso Niguel HS 2009 — 2013
The Camden Group 2015 - Present
The Camden Group 2012 - 2015
The Camden Group 2011 - 2012
MDS Consulting 2008 - 2011
ECHELON Partners 2007 - 2008
Skills
Healthcare Consulting, Hospitals, Strategic Planning, Strategy, Management Consulting, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Private Equity, Venture Capital, Healthcare Management, Healthcare, Business Development, Strategic Financial..., Strategic Consulting, Financial Planning, Consulting
Education
University of Southern California 2003 — 2007
B.S., BUAD
University of Southern California - Marshall School of Business 2003 — 2007
BUAD, Entrepreneurship
W. Brown & Associates Insurance Services April 2009 - Present
St. Joseph's Health Support Alliance 2011 - Present
Emerging Insurance Professionals January 2014 - January 2015
ECHELON Partners June 2007 - November 2008
Skills
Insurance, Contractors, Property & Casualty..., Commercial Insurance, Legal Liability, Brokers, Professional Liability, Underwriting, Excess, Employment Practices..., Casualty, Liability, Commercial Lines, Directors & Officers..., Excess & Surplus Lines, Workers Compensation, D&O, Umbrella Insurance, Investments, Brokerage, Claims Management, Health Insurance, General Insurance, Claim, Errors & Omissions, Captives, Inland Marine, Reinsurance, Agents, Disability Insurance, Liability Analysis, Insurance Brokerage, Casualty Insurance
Education
University of Southern California - Marshall School of Business 2004 — 2008
Finance
Copenhagen Business School 2006 — 2007
Undergraduate of Business Administration, International Business
Echelon Partners Director, Facility and Security ServicesDigitalGlobe2000 - 2007
DigitalGlobe April 2000 - April 2005
Education
Mercer University - Stetson School of Business and Economics 1998 — 2000
MBA, Business
Herbalife January 2012 - Present
Herbalife January 2011 - January 2012
Herbalife April 2009 - January 2011
ECHELON Partners November 2007 - March 2009
JEM Realty Advisors 2006 - 2007
Skills
Financial Modeling, Valuation, Strategic Financial..., Finance, Investment Banking, Analysis, Financial Analysis, Corporate Finance, Due Diligence, Financial Reporting, Mergers & Acquisitions, Investments, Private Equity, Data Analysis, M&A experience, US GAAP, Competitive Analysis, Corporate FP&A
Education
University of California, Los Angeles
BA, Economics
Stanley Convergent Security Solutions, Inc. August 2011 - Present
Integrity Electrical Solutions, LLC June 2011 - August 2011
MCS Fire and Security September 2010 - June 2011
SSD Systems August 2009 - September 2010
Echelon Partners July 2008 - August 2009
Sonitrol Corporation September 2005 - July 2008
Reglera September 2004 - October 2005
MMS Companies May 2002 - September 2004
Lanier Worldwide 1999 - 2003
Skills
Life Safety, Security, OnSSI, Bosch, Software House, AMAG, Axis, Lenel, DMP, CCTV, Fire Alarm, Analysis, Access Control, Alarm Systems, Surveillance, Account Management, New Business Development, Sales Management, Direct Sales, Video over IP, Biometrics
Education
University of Wyoming 1978 — 1981
BS, Accounting/Finance
Northwest College 1976 — 1978
AA, Psych
MGM April 2014 - Present
MGM July 2013 - April 2014
MGM December 2011 - July 2013
ECHELON Partners April 2009 - December 2011
ECHELON Partners January 2009 - April 2009
Albert A. Rettig & Associates August 2005 - June 2008
Skills
Business Development, Financial Modeling, Marketing, Email Marketing, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Market Research, Digital Media, Negotiation, Competitive Analysis, Analytics, Strategic Partnerships
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts, English
Envysion, Inc. June 2009 - Present
Technology Plus October 2007 - June 2009
Echelon Partners October 2005 - May 2007
Skills
Access Control, Surveillance, Alarms, Intrusion, Security+, CCTV, Electronic Security..., IP Cameras, Video Analytics, Biometrics, Physical Security, Electronic Security, Low Voltage, Integrated Systems, Project Management, Security, SaaS, Alarm Systems, Enterprise Software, Intrusion Detection, Management, Video over IP, IPS, Integration
Education
Johnson County Community College 2002 — 2004
Associate of Science, Electronic Technology
Balfour Beatty Construction US February 2015 - Present
Fine Line Services February 2014 - January 2015
TeamLINX LLLP October 2011 - March 2014
Echelon Partners January 2006 - October 2011
Ascom January 1993 - January 2006
TransCore Link Logistics January 1991 - January 1993
E-Systems January 1985 - January 1991
Skills
CCTV, RFID applications, IP CCTV, Access Control, Electronics, Electrical Work, Maintenance Management, Radio Freqency ID, Installation..., Wireless, Heavy Equipment, Employee Training, Electrical..., Communication Skills, Hydraulics, PLC, Networking, Software Installation, Telecommunications, Troubleshooting, Electricians
Education
DeVry University-Missouri
Diploma, Electrical, Electronic and Communications Engineering Technology/Technician
ECHELON-Partners June 2015 - Present
Deloitte June 2014 - August 2014
ECHELON-Partners March 2014 - June 2014
Shlemmer Investments LLC May 2012 - January 2014
Skills
Valuation Modeling, Financial Statement..., Research, Presentations, Direct Client..., PowerPoint, Microsoft Excel, Public Speaking, Social Media
Education
UCLA 2011 — 2015
Business Economics
ECHELON-Partners January 2015 - Present
CFG Wealth Management January 2014 - May 2014
Epson America Inc. May 2013 - August 2013
Active Interest Media May 2012 - August 2012
Active Interest Media May 2011 - August 2011
Skills
Finance, Financial Modeling, Financial Analysis, Management Consulting, Consulting, Market Analysis, Business Strategy
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (BS), Finance, General