Hall Capital Partners LLC
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Hall Capital Partners LLC Employees
Hall Capital Partners LLC January 2013 - Present
Hall Capital Partners LLC September 2008 - December 2012
Hall Capital Partners LLC January 2007 - September 2008
Education
San Francisco State University 2003 — 2008
Bachelor of Science (BS), Business Administration - Finance
Fotobom October 2014 - Present
Hall Capital Partners LLC August 2013 - October 2014
Stanford Student Enterprises September 2012 - June 2013
Stanford University September 2012 - June 2013
Kappa Alpha Order September 2012 - June 2013
Hall Capital Partners LLC June 2012 - August 2012
Kappa Alpha Order November 2010 - November 2011
Constellation Wealth Advisors June 2011 - August 2011
Stanford University June 2010 - August 2010
Education
Stanford University 2009 — 2013
B.A.
Santa Barbara High School 2005 — 2009
Hall Capital Partners LLC October 2013 - Present
Cantor Arts Center June 2013 - August 2013
Stanford University September 2012 - June 2013
Stanford University September 2012 - June 2013
United Students for Veterans' Health June 2012 - June 2013
Memorial Park Conservancy July 2012 - August 2012
Stanford University September 2011 - June 2012
United Students for Veterans' Health September 2010 - June 2012
Skills
Budgets, Research, Recruiting, PowerPoint, Event Planning, Fundraising, Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Nonprofits, Social Media, Microsoft Word, Leadership, Event Management, Spanish
Education
Stanford University 2009 — 2013
Bachelor of Arts (BA), Economics
Hall Capital Partners LLC January 2015 - Present
GE Oil & Gas July 2013 - December 2013
Societe Generale Corporate and Investment Banking - SGCIB May 2012 - January 2013
Wellington Management July 2011 - January 2012
Skills
Valuation, Equities, Alternative Investments, Bloomberg, Financial Analysis, Bloomberg Terminal, Investments, Financial Modeling, Equity Derivatives, Asset Management, Structured Products, Economics, Risk Management, Finance, Derivatives, Microsoft Excel, PowerPoint
Education
Northeastern University 2010 — 2014
Bachelor of Science (BSc), Finance, General
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners LLC July 2012 - July 2014
BNP Paribas June 2011 - August 2011
The US Congressional Office of Dennis Moore May 2010 - July 2010
Pelofsky and Associates May 2009 - August 2009
Skills
SPSS, Excel, PowerPoint, Bloomberg, Axys, Private Investment, Microsoft Excel, Fixed Income, Economics, Finance, Portfolio Management, Financial Modeling, Data Analysis
Education
Colgate University 2008 — 2012
BA, Political Science and Economics
Hall Capital Partners LLC December 2013 - Present
Cigna June 2012 - September 2013
GE May 2011 - August 2011
GE May 2010 - January 2011
Skills
Microsoft Office, Program Management, Microsoft Excel, Market Research, Sales
Education
College of the Holy Cross 2008 — 2012
Bachelor's degree, Economics
Westford Academy
Clarus Designs September 2015 - Present
Salesforce November 2014 - September 2015
salesforce.com May 2013 - October 2014
Hall Capital Partners LLC February 2011 - May 2013
Aspen Network of Development Entrepreneurs (A.N.D.E) July 2010 - July 2011
Hitachi GST June 2009 - September 2009
Globant August 2008 - December 2008
Skills
Financial Modeling, Finance, Data Analysis, Financial Analysis, Spanish, Salesforce.com, Investments, Microsoft Excel, Market Research, Program Management, Statistics, Microsoft Office, Corporate Finance, PowerPoint, Valuation, Start-ups, Portfolio Management, Analysis, Venture Capital, Asset Allocation, Equities, Accounting, Strategy, Private Equity, Hedge Funds, Bloomberg, Investment Management, Economics, Entrepreneurship
Education
Santa Clara University 2006 — 2010
B.S., Economics
Santa Clara University - Leavey School of Business 2006 — 2010
B.S., Finance
The San Francisco School January 2015 - Present
Hall Capital Partners LLC November 2014 - November 2014
Hall Capital Partners LLC January 2008 - October 2014
Putnam Lovell Securities Inc. June 1999 - September 2007
Casals & Associates 1997 - 1999
Skills
Marketing, Marketing Communications, Brand Management, Investor Relations, Project Management, Public Relations, Event Planning, Corporate Website..., Vendor Management, Adobe Illustrator,..., PowerPoint, Salesforce.com, Management, Illustrator, InDesign, Dreamweaver, Photoshop, HTML, WordPress, Mergers & Acquisitions, Financial Services, Investment Banking
Education
Georgetown University 1994 — 1997
MA, Center for Latin American Studies, SFS
Regis University 1989 — 1993
Bachelor of Arts, Latin American Studies
Year Up September 2014 - Present
Hall Capital Partners LLC January 2015 - July 2015
Skills
System Administration, Computer Hardware..., Public Speaking, Windows 7, Windows, Microsoft Word, PowerPoint, Mac OS, Research, Time Management, Microsoft Excel, Teamwork, Social Media, Computer Hardware, Information Technology
Education
Foothill College 2014 — 2015
Information Technology
City College of San Francisco
Computer Science
City Arts & Technology 2009 — 2013
High School, 9th - 12th
Hall Capital Partners LLC January 2015 - Present
Financial Analysis and Management Education (FAME) December 2013 - December 2014
Lighthaven Capital Management LLC February 2014 - November 2014
CFA Institute Research Challenge December 2013 - February 2014
Financial Analysis & Management Education (FAME) at San Francisco State University May 2013 - December 2013
Fisher Investments January 2013 - September 2013
City College of San Francisco August 2010 - July 2013
Financial Analysis & Management Education (FAME) at San Francisco State University December 2012 - May 2013
Daly City Parks and Recreation 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Research, Fundraising, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Investments, Valuation, Financial Modeling, Finance, Public Speaking, Analysis, Teamwork
Education
San Francisco State University 2012 — 2014
Bachelor's degree, Finance, General, (Senior) Cumulative GPA: 3.4
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners LLC January 2014 - July 2014
Year Up September 2013 - July 2014
Child Care Services September 2012 - September 2013
Riverbed Technology June 2012 - August 2012
City College of San Francisco August 2010 - August 2011
Education
General Assembly 2014 — 2014
Front-End Web Developing
Foothill College 2013 — 2014
Information Technology
City College of San Francisco 2010 — 2013
BrightRoll August 2015 - Present
BrightRoll June 2014 - August 2015
BrightRoll February 2013 - June 2014
YuMe Networks September 2011 - January 2013
YuMe August 2010 - September 2011
Microsoft April 2008 - August 2010
Microsoft January 2008 - April 2008
Hall Capital Partners LLC June 2007 - November 2007
La Provence Restaurant June 2005 - June 2007
AC-Ajaccio September 1998 - June 2000
Skills
Video Advertising, Online Advertising, Mobile Advertising, Ad Networks, Ad Serving, Mobile Devices, Strategic Partnerships, Digital Media, Mobile Applications, RTB, Live Streaming, OVPs, Digital Strategy, Digital Marketing, Management, Project Management, Display Advertising, Debugging, VAST, HTML, HTML 5, SQL, APIs, JavaScript
Education
San Francisco State University
B.A, Economics
Hall Capital Partners LLC December 2013 - April 2015
Hall Capital Partners LLC December 2011 - December 2013
J. Dyhr Capital December 2010 - December 2011
Toronto Blue Jays June 2008 - November 2010
Cannell Capital LLC June 2007 - August 2007
Skills
Valuation, Financial Modeling, Private Equity, Financial Analysis, Hedge Funds, Investments, Bloomberg, Alternative Investments, Due Diligence, Equities, Venture Capital, Asset Management, Portfolio Management, Analytics, Data Analysis, Corporate Finance, Economics, Market Research, Mergers & Acquisitions, Entrepreneurship
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 2006 — 2008
BA, Business Economics
Trinity University 2004 — 2006
Menlo School 1998 — 2004
Hall Capital Partners LLC Office ManagerStudio Moon BrandingJuly 2014 - December 2014
St. Olaf College September 2011 - May 2014
St. Olaf College 2011 - May 2014
Diabetes Youth Families March 2013 - August 2013
Diabetic Youth Foundation 2010 - 2012
Skills
Psychology, Community Outreach, Public Speaking, Nonprofits, Student Development, Teaching, Social Media, PowerPoint, Experience with SPSS..., Experience with Endnote..., Volleyball Coaching, Experience working with..., Higher Education, Volunteer Management, Student Affairs, Event Planning, Research, Tutoring, SPSS, Fundraising, Critical Thinking, Psychotherapy, Student Leadership, Statistics
Education
St. Olaf College 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Mercy High School Burlingame 2006 — 2010
High School
Hall Capital Partners LLC August 2015 - Present
Google June 2014 - September 2014
Summit Rock Advisors July 2010 - May 2013
Goldman Sachs July 2008 - June 2010
Swayam Shikshan Prayog May 2007 - August 2007
Skills
Investment Banking, Equities, Private Equity, Financial Modeling, Hedge Funds, Investments, Stata, Economics, Valuation, Fixed Income, Charity, Due Diligence, PowerPoint, Bloomberg, Endowments, Microsoft Excel, Trading
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Pomona College 2004 — 2008
BA, Economics
University of Oxford 2006 — 2006
Semester Abroad, Development Economics
Edina High School 2001 — 2004
Hall Capital Partners LLC August 2014 - Present
Atelier Advisors June 2013 - August 2013
Bladium Sports & Fitness September 2012 - January 2013
Designed Good September 2012 - December 2012
Bladium Sports & Fitness June 2012 - September 2012
Skills
PowerPoint, Social Media Marketing, Microsoft Excel, Stata, Photoshop, Graphic Design, Illustrator, Microsoft Office, Advertising, Social Networking, Microsoft Word, JMP, Venture Capital, Private Equity
Education
Williams College 2010 — 2014
Bachelor of Arts (BA), Economics, French Lanuguage & Literature, International Studies
The University of Manchester 2013 — 2013
Economics, French Language & Literature, 1st Class Honours
Encinal High School 2006 — 2010
High School Diploma
Hall Capital Partners LLC March 2013 - Present
Brown University August 2006 - February 2013
Commonfund Capital January 2002 - July 2006
Montgomery Asset Mgmt, San Francisco January 2000 - December 2001
Russell Investments 1996 - December 1999
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Endowments, Portfolio Management, Fixed Income, Emerging Markets, Private Equity, Asset Allocation, Investments, Financial Modeling, Valuation, Due Diligence, Equity Research, Bloomberg, Institutional Investors, Investment Management, Venture Capital, Investment Strategies
Education
Northwestern University
Master of Business Administration (M.B.A.), Finance & Marketing
University of Pennsylvania
Bachelor's Degree, Political Science, English
KPMG July 2014 - Present
Andrade Business Management July 2010 - June 2014
Hall Capital Partners LLC January 2012 - July 2013
TD Bank July 2010 - December 2011
Werum Software & Systems December 2005 - July 2010
JP Morgan January 2002 - November 2006
JPMorgan Chase January 2000 - December 2001
Skills
Project Management, Leadership, Management, Business Analysis, Contract Negotiation, Requirements Analysis, Training, SDLC, SQL, Business Intelligence, Requirements Gathering, Software Project..., Program Management, Agile Project Management, Scrum, Vendor Management, Quality Assurance, Enterprise Architecture, Strategy, Project Portfolio..., Project Planning, Business Process..., Change Management, Process Improvement, Software Documentation, ERP, Integration, Manufacturing, Analysis, Consulting, Testing, SharePoint
Education
New York University
BS, Information Technology
Chubb Institute of Technology
Diploma, Management Information Systems and Services
Omidyar Network August 2012 - Present
Gen Impact August 2013 - Present
The Global Impact Investing Network June 2011 - August 2011
Hall Capital Partners LLC October 2007 - May 2010
Quetzaltrekkers Guatemala March 2007 - July 2007
NYU Center for Immigrant Health November 2005 - January 2007
Skills
Financial Analysis, Portfolio Management, Emerging Markets, Social Entrepreneurship, Impact Investing, Impact Assessment, Economics, Analysis, Investments, Investment Banking, Finance, Corporate Development, Social Impact, Risk Management, Financial Modeling, Strategy, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
Stanford University 2001 — 2005
BA
Lithium Technologies January 2014 - Present
Hall Capital Partners LLC July 2012 - January 2014
Self-Employed Equities Trader December 2011 - June 2012
Proven.com (formerly WorkersNow) April 2011 - November 2011
WorkersNow September 2010 - April 2011
Sage Mentorship Project January 2010 - June 2010
Skills
Leadership, Sales
Education
Stanford University Graduate School of Business 2010 — 2010
Summer Institute for General Management
University of California, Berkeley 2005 — 2010
B.A., Political Science, Focus on Business
Hall Capital Partners LLC August 2014 - September 2014
SoFi June 2014 - July 2014
Farallon Geographics, Inc. June 2012 - July 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office
Education
Stanford University 2011 — 2015
Bachelor of Science (BS), Management Science & Engineering, 2015
Marin Academy 2007 — 2010
2010
Hall Capital Partners LLC June 2014 - Present
Rural Agricultural Storage and Sustainability January 2012 - Present
Eurasia Foundation of Central Asia June 2013 - August 2013
Nordstrom June 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Prezi, Team Leadership, Public Speaking, Grant Writing, Event Planning, Community Outreach, Development Projects, International Relations, Customer Service, Fundraising, Teamwork, Critical Thinking, Data Analysis, Editing, Research, International..., Social Media, Sustainable Development, Entrepreneurship, Nonprofits, Proposal Writing, Sales, Spanish, Sustainability
Education
Lehigh University 2010 — 2014
Bachelor of Arts (B.A.), International Relations, Minor in Business and Entrepreneurship
University of Cape Town 2013 — 2013
Bachelor of Arts (B.A.), International Relations
Chase Collegiate School 2006 — 2010
Chase Collegiate School
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners LLC May 2013 - August 2013
UBS May 2012 - July 2012
Contour Energy Systems June 2011 - July 2011
JCF International May 2010 - July 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Asset Managment, Microsoft Word, Social Media, Portfolio Management, Analysis, Asset Management, Program Management, Business Strategy, Management, Mutual Funds, Economics, Accounting, Financial Analysis, Investments, Finance
Education
American University - Kogod School of Business 2010 — 2014
Bachelor of Science, Finance, General, Senior
Chaminade College Preparatory School 2004 — 2010
Hall Capital Partners LLC July 2015 - Present
Hall Capital Partners LLC June 2013 - June 2015
Grinnell College September 2012 - May 2013
Stanford University May 2012 - August 2012
TIAA-CREF May 2011 - August 2011
Grinnell College September 2009 - May 2011
United States Senate June 2010 - August 2010
Stanford University June 2009 - August 2009
Stanford University June 2008 - August 2008
Education
Grinnell College 2009 — 2013
B.A., Economics, with Honors, Phi Beta Kappa
The Danish Institute for Study Abroad (DIS) 2011 — 2011
Global Economics
Bridgewater Wealth & Financial Management January 2015 - Present
Hall Capital Partners LLC June 2014 - August 2014
Bridgewater Wealth and Financial Management May 2012 - February 2013
US Department of Homeland Security January 2012 - February 2012
Rotator Staffing Services, Inc February 2009 - April 2011
Skills
Proficient in Microsoft..., Microsoft Excel, Data Entry
Education
American University 2011 — 2014
Bachelor of Science (B.S.), Accounting, 3.74
The London School of Economics and Political Science (LSE) 2013 — 2013
Accounting and Finance
WestBridge Capital US Advisors March 2014 - Present
Tipping Point Community December 2011 - July 2013
Hall Capital Partners LLC September 2006 - December 2011
Skills
Nonprofits, Event Planning, Philanthropy, Community Outreach, Volunteer Management, Microsoft Excel, Fundraising, Research, Social Media, Leadership, Salesforce.com, Event Management, Microsoft Office, Strategic Planning
Education
DeAnza Community College, Cupertino, CA 1989 — 1990
De Anza College
Cambridge Associates MBA InternOmidyar NetworkNovember 2014 - June 2015
Berkeley Haas August 2013 - May 2015
Silicon Valley Social Venture Fund (SV2) May 2014 - August 2014
Imprint Capital Advisors February 2011 - July 2013
Hall Capital Partners LLC August 2006 - February 2011
Education
Cornell University 2002 — 2006
B.A., Economics, Anthropology, Sociology
University of California, Berkeley, Haas School of Business
Hall Capital Partners LLC July 2014 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Event Planning, Editing, Microsoft Word
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Slavic Languages and Literature, Psychology
Harvard University Study Abroad 2012 — 2012
Summer Program
Hall Capital Partners LLC January 2013 - January 2015
Cost Plus World Market October 2012 - January 2013
Art Discovered July 2012 - November 2012
Starbucks August 2012 - October 2012
Chocolopolis February 2011 - May 2012
Anthropologie January 2010 - March 2010
Skills
Photoshop, Painting, Drawing, Art, Fine Art, Photography, Microsoft Office, Illustrator, PowerPoint, Sculpture, Microsoft Word, Oil Painting, Illustration, Microsoft Excel, InDesign, Graphic Design, Research, Visual Arts, Watercolor, Printmaking, Sales, Adobe Creative Suite, Contemporary Art, Visual Communication, Mac, Layout, Event Planning, Social Media, Customer Service
Education
Seattle Pacific University 2009 — 2012
Bachelor of Arts (B.A.), Illustration
Sierra College 2006 — 2009
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Hall Capital Partners LLC July 2015 - Present
Sagehen Capital Management September 2011 - May 2015
R3 Originals June 2014 - August 2014
Skyview Capital June 2013 - December 2013
Waddell & Reed February 2013 - May 2013
Dorn & Co., Inc. May 2012 - September 2012
Target June 2009 - August 2009
Education
Pomona College 2011 — 2015
Economics
City University of Hong Kong 2014 — 2014
Economics, Chinese
Fergus Falls High School
Hall Capital Partners LLC January 2015 - Present
Hermith GmbH May 2013 - August 2013
Brown Brothers Harriman July 2011 - December 2011
Northeastern University September 2009 - April 2011
ReminderMedia May 2010 - August 2010
Education
Northeastern University 2009 — 2014
Bachelor's Degree, International Business, Finance concentration, German minor
Hochschule Reutlingen 2012 — 2013
International Management
Hall Capital Partners LLC January 2015 - Present
Morgan Stanley June 2013 - August 2013
Skills
written Spanish, write Spanish, Excel, Word, Microsoft Word, Microsoft Excel, Spanish, Research, Renewable Energy, Data Analysis
Education
Princeton University 2010 — 2014
AB, Comparative Politics, Cum Laude
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 2011 — 2011
Renewable Energy
The William Penn Charter School
Prudential Capital Group June 2014 - Present
Hall Capital Partners LLC 2013 - June 2014
Falcon Point Capital June 2012 - August 2012
Christie's July 2011 - August 2011
Sotheby's June 2010 - August 2010
Education
Brown University 2008 — 2013
BA, History of Art and Architecture
Université Paris Diderot-Paris 7 2011 — 2011
Lettres, Arts et Pensée Contemporaine
ItaliaIdea, Centro di Lingua e Cultura, Rome 2009 — 2009
Italian Studies
The Lawrenceville School
Hall Capital Partners LLC July 2015 - Present
Citi June 2014 - July 2015
Verizon June 2013 - August 2013
JOST Financial Management May 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, SAP, JavaScript, HTML, Finance, Economics, Supply Chain Management, Sourcing, Supplier Sourcing, Analysis, Auditing, Data Analysis, Teamwork, Financial Analysis, Financial Modeling, Leadership, Time Management
Education
Rutgers Business School
Bachelor's Degree, Finance, Supply Chain Management, and Economics
Hall Capital Partners LLC August 2014 - Present
Full Circle Fund 2015 - Present
Hall Capital Partners LLC April 2012 - July 2014
Bakhita Girls December 2009 - April 2012
ORAM - Organization for Refuge, Asylum and Migration February 2009 - June 2009
United Nations May 2005 - September 2005
Education
New York University 2010 — 2012
Professional Certificate, Grantmaking and Foundations
New York University 2008 — 2011
BA, Economics, Comparative Literature
Silicon Valley Bank August 2013 - Present
Hall Capital Partners LLC December 2009 - August 2013
Hall Capital Partners LLC January 2006 - December 2009
Align Technology, Inc. June 2004 - August 2005
Education
University of San Francisco 2006 — 2008
Masters of Science, Financial Analysis
Santa Clara University 2001 — 2005
Bachelor of Science in Commerce, Finance and Economics
Bellarmine College Preparatory 1997 — 2001
Hall Capital Partners LLC October 2013 - Present
Santa Clara University September 2012 - June 2013
Santa Clara University September 2011 - May 2013
Fisher Investments November 2012 - March 2013
Skills
Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Social Media
Education
Santa Clara University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance, General
Hall Capital Partners LLC January 2014 - Present
The Beacon Group June 2012 - December 2013
Kurt Salmon June 2011 - August 2011
News Corporation June 2010 - August 2010
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Financial Analysis, Stata, Chinese, Due Diligence, Business Strategy, Market Entry, Leadership, Management Consulting, Venture Capital, Private Equity
Education
Middlebury College 2008 — 2012
Bachelor of Arts (B.A.), International Politics and Economics, Graduated Magna Cum Laude
Kunming University 2010 — 2010
Middlebury Study Abroad, Business Chinese, Environmental Studies
Noble and Greenough School 2002 — 2008
Highschool, Graduated with Honors
Shorenstein Realty Services 2013 - Present
Flank May 2012 - August 2012
Hall Capital Partners LLC 2009 - 2011
Urban Residential 2007 - 2009
Skills
Financial Modeling, Valuation, Research, Portfolio Management, Wealth Management..., Superior Client Service, Real Estate Financing
Education
New York University 2011 — 2012
MS Real Estate, Finance and Investment
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
The Pembroke Hill School 1999 — 2003
Hall Capital Partners LLC July 2015 - Present
CPEX Real Estate June 2014 - August 2014
Cheeky Fly Fishing June 2013 - August 2013
Education
Bowdoin College 2011 — 2015
Bachelor's Degree, Romance Languages (Spanish and French)
IES Abroad Language and Area Studies 2013 — 2014
Spanish Language and Literature
Greenwich Academy 2007 — 2011
High School
VAT IT January 2015 - Present
Hall Capital Partners LLC June 2013 - August 2013
Rosemont Capital May 2012 - August 2012
Fairway Market October 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Leadership, Teamwork, GIS, Preqin, PowerPoint, Public Speaking, Social Media, Research, Spanish, Market Research, Facebook, Editing, Nutrigrain Expert
Education
Cornell University 2010 — 2014
Bachelor of Science, Development Sociology
Københavns Universitet 2013 — 2014
Danish Welfare Model
Cornell University 2010 — 2014
Bachelor's Degree, Development Sociology
Kaiser Family Foundation January 2015 - Present
Accenture May 2014 - January 2015
Accenture November 2013 - May 2014
Hall Capital Partners LLC June 2012 - August 2012
Luminous Capital January 2012 - March 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Accounting, Leadership, Time Management, Windows, Team Leadership
Education
Stanford University 2009 — 2013
Bachelor's Degree, Management Science and Engineering
Newark Academy
Alta Vista Solutions March 2013 - Present
Hall Capital Partners LLC August 1997 - February 2013
Aetna Life & Casualty 1987 - 1994
Skills
Recruiting, Employee Benefits, Employee Relations, Management, Human Resources, Project Management, Risk Management, Personnel Management, Strategy, Analysis, Strategic Planning, Forecasting, Employment Law, Policy
Education
Golden Gate University
Bachelors, Management
Hall Capital Partners LLC 1998 - Present
J.P. Morgan January 1991 - January 1998
Cooley Godward Castro Huddleson & Tatum January 1977 - January 1991
Education
Stanford University Law School
Doctor of Law (JD), Law
Williams College
Bachelor's degree, Economics, Magna Cum Laude
Hall Capital Partners LLC February 2013 - Present
Generation Investment Management March 2008 - November 2009
Summit Partners 2005 - 2008
Oak Hill Capital Management 2000 - 2002
Goldman Sachs 1998 - 2000
Skills
Private Equity, Due Diligence, Investments, Equities, Entrepreneurship, Portfolio Management, Acquisitions, Venture Capital, Valuation, Financial Modeling, Investment Banking, Mergers
Education
Stanford University Graduate School of Business 2002 — 2004
MBA
Middlebury College 1994 — 1998
BA, Economics, Mathematics
London School of Economics and Political Science 1996 — 1997
General Course
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners LLC June 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Education
Lafayette College 2010 — 2014
AB, Mathematics and Economics
Bernardsville High School 2006 — 2010
Hall Capital Partners LLC October 2014 - Present
Hamilton Lane August 2011 - October 2014
Beyond Capital Fund April 2012 - March 2013
Graham Partners June 2011 - August 2011
Tuck School of Business at Dartmouth College September 2009 - May 2011
Cambridge Associates July 2005 - August 2009
Offit Hall Capital Management April 2003 - June 2005
Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Investments, Fund Selection
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Colby College 1998 — 2002
Bachelor of Arts, Government
Hall Capital Partners LLC June 2013 - Present
Aberdeen Asset Management May 2012 - August 2012
Cleveland Clinic May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Stata, Econometrics, Bloomberg Terminal, Morningstar Direct, PowerPoint, Spanish-speaking, Data Analysis, Financial Modeling, Economic Development, Product Development
Education
Swarthmore College 2009 — 2013
Bachelor of Arts, Economics and Political Science.
University School 2001 — 2009
Bluesmart February 2014 - Present
Daily Secret August 2013 - July 2014
Endeavor February 2011 - August 2013
Hall Capital Partners LLC September 2009 - January 2011
Colegio Menor San Francisco de Quito August 2007 - August 2008
Skills
Portfolio Management, Financial Analysis, Business Strategy, Venture Capital, Entrepreneurship, Emerging Markets, Start-ups, Business Planning, Strategy, Financial Services, Digital Media, Email Marketing, Business Development, Financial Modeling, Management Consulting, Strategic Planning, Strategic Partnerships, Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (M.B.A.)
Swarthmore College
Bachelor of Arts, Economics, English Literature
Taipei American School
Pie Ranch August 2012 - March 2013
Hall Capital Partners LLC April 2011 - August 2012
Highfields Capital October 2008 - February 2011
Baystate Financial Services January 2007 - October 2008
Education
Bryant University 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hall Capital Partners LLC July 2013 - July 2015
Hall Capital Partners LLC April 2011 - July 2013
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Investments
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Hall Capital Partners LLC July 2014 - May 2015
Hall Capital Partners LLC May 2012 - June 2014
Maxus August 2011 - May 2012
Just Marketing International May 2010 - July 2010
Entercom January 2010 - February 2010
Glenmede June 2009 - August 2009
Skills
Business Development, Competitive Analysis, Data Analysis, Bloomberg, Analytics, Economics, Valuation, Equities, Portfolio Management, Social Media
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Colby College 2007 — 2011
Bachelors, Economics
Stockholm University 2009 — 2009
Economics, Globalization
RELX Group June 2015 - Present
Hall Capital Partners LLC June 2014 - August 2014
The Legal Action Center June 2013 - August 2013
The Center for Alternative Sentencing and Employment Services (CASES) June 2012 - August 2012
Skills
Leadership, Data Analysis, Microsoft Office, Organizational..., Writing, Editing, Microsoft Excel, Research, Public Speaking, Social Media, French, R
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, magna cum laude
Hall Capital Partners LLC 1999 - Present
Education
Stanford University Graduate School of Business 2004 — 2006
MBA
Wellesley College 1995 — 1999
BA, Economics, Psychology
Wells Fargo December 2014 - Present
Hall Capital Partners LLC May 2014 - December 2014
Wells Fargo December 2012 - April 2014
OPSWAT March 2010 - April 2011
Symphony Asset Management LLC June 2008 - November 2009
Skills
Active Directory, Microsoft Office, SharePoint, System Administration, Leadership
Education
San Francisco State University 2000 — 2004
Bachelor of Science (BS), Computer and Information Sciences and Support Services
GLG (Gerson Lehrman Group) March 2015 - Present
Reputation.com February 2012 - March 2015
Reputation.com June 2011 - January 2012
Reputation.com January 2011 - June 2011
Hall Capital Partners LLC May 2008 - December 2010
Hall Capital Partners LLC October 2006 - May 2008
RBS Greenwich Capital 2006 - 2006
ServiceSource October 2004 - November 2005
Skills
Leadership, Portfolio Management, Sales, Research, Strategic Partnerships, Sales Operations, Strategy, Management, Direct Sales, Salesforce.com, Social Media, Sales Management, Financial Modeling, Start-ups, Investments, Venture Capital, Business Development, Private Equity, Social Media Marketing, Financial Analysis, Lead Generation, Cloud Computing, Sales Process, SaaS, Equity Research, CRM, Online Advertising, Account Management, Asset Managment
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Colgate University 2000 — 2004
BA, International Relations and French
UBS Financial Services Inc. March 2015 - Present
UBS October 2014 - March 2015
UBS Financial Services Inc. January 2014 - May 2014
Hall Capital Partners LLC June 2013 - August 2013
Black Tie Valet May 2010 - August 2010
Oak Tree National May 2008 - August 2008
Skills
Economics, Marketing, Financial Analysis, Microsoft Excel, Stock Valuation, Microsoft Office, Financial Modeling
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Economics with Financial Application
Southern Methodist University 2010 — 2014
Economics
Heritage Hall High School 2007 — 2010
UBS September 2014 - Present
Hall Capital Partners LLC December 2010 - February 2014
Hall Capital Partners LLC July 2007 - December 2010
Third Coast Capital Management June 2006 - August 2006
Brencourt Advisors June 2005 - August 2005
Skills
Portfolio Management, Bloomberg, Hedge Funds, Valuation, Alternative Investments, Equities, Fixed Income, Investment Strategies
Education
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Richmond, The American International University in London 2005 — 2005
Northern Valley Regional High School at Demarest 1999 — 2003
Hall Capital Partners LLC August 2015 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Self Employed - Seeking New Opportunity February 2006 - Present
Juvenile Diabetes Research Foundation - Bay Area March 2013 - Present
Linda's Musical Theatre Group, LLC January 2010 - January 2013
Miraloma Fun RUN 2007 - 2013
JML Promotions March 2003 - March 2010
Hall Capital Partners LLC April 2009 - May 2009
PHD Worldwide April 2008 - June 2008
Catch the Moment September 2006 - March 2007
Total Rebound Total Adventures September 1998 - March 2002
Pier Restaurants, Inc - PIER 39 January 1992 - September 1998
Skills
Public Relations, Event Management, Promotions, Fundraising, Marketing, Leadership, Sales, Budgets, Team Building, Training, Contract Negotiation, Customer Service, Time Management, Program Management, Project Management, Marketing Communications, Hospitality, Catering, Marketing Strategy, Microsoft Word, Live Events, Entrepreneurship, Management, Business Development, Food & Beverage, Advertising, Sales Management, Team Leadership, Event Planning, Social Media, Trade Shows, Email Marketing, Strategic Planning
Education
LIU Post
BS, Marketing and Advertising
Huntington High School
Hall Capital Partners LLC July 2014 - Present
JPMorgan Chase June 2013 - August 2013
hybris May 2012 - March 2013
Cytokinetics June 2011 - August 2011
Skills
Salesforce.com, SaaS, E-commerce, CRM, Enterprise Software, Solution Selling, Professional Services, Lead Generation, Strategic Partnerships, Sales, Social Media Marketing, SEO, Cloud Computing, Email Marketing, Strategy
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics
Fish Wrestler Sport Fishing April 2015 - Present
TubeMogul, Inc. May 2013 - Present
Hall Capital Partners LLC January 2010 - April 2013
Community Youth Center September 2008 - January 2010
Jamz Cheerleading and Dance June 2004 - January 2010
Skills
Heavy Calendaring, PowerPoint, Microsoft Excel, Travel Arrangements, Organization Skills, Salesforce.com, Outlook, iPad, iPhone, Public Speaking, Presenter, Event Planning, Marketing, Market Research
Education
California State University-Sacramento 2004 — 2008
Bachelor of Science, Kinesiology
Hall Capital Partners LLC December 2013 - Present
Hall Capital Partners LLC December 2010 - December 2013
Hall Capital Partners LLC March 2008 - December 2010
Symphony Asset Management October 2006 - March 2008
Education
The George Washington University
Bachelor of Arts (BA), International Affairs
Hall Capital Partners LLC October 2013 - Present
The Hartford June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Economics, Bloomberg, Financial Modeling, Investment Advisory, Valuation, Wealth Management, Leadership
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Bond University 2011 — 2011
Simsbury High School 2005 — 2009
Clinton Foundation June 2014 - August 2014
Hall Capital Partners LLC June 2013 - August 2013
Milken Institute August 2012 - September 2012
US Securities and Exchange Commission June 2012 - August 2012
United Airlines January 2012 - February 2012
JAMS :: Everything in life is a story. Make your story jam. July 2011 - August 2011
Williams College Summer Institute in American Foreign Policy June 2011 - July 2011
KTLA June 2010 - August 2010
Education
Williams College 2010 — 2014
Bachelor of Arts (B.A.)
London School of Economics and Political Science 2012 — 2013
Harvard-Westlake School 2004 — 2010
Graduated cum laude
Hall Capital Partners LLC July 2015 - Present
Pomona College April 2014 - May 2015
Sagehen Capital Management April 2012 - May 2015
Capital Group May 2014 - August 2014
Beach Point Capital Management May 2013 - August 2013
Lincoln Youth Football July 2012 - August 2013
Fullbridge August 2012 - May 2013
Zupan's Markets January 2009 - January 2011
Skills
Microsoft Excel, Spanish, Research, Financial Analysis, Financial Accounting, Stata, SPSS, Microsoft Office, Hedge Funds, Data Analysis, Statistics, Economics
Education
Pomona College 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Economics
The Fullbridge Program 2012 — 2012
Business
Lincoln High School 2007 — 2011
International Baccalaureate Degree
Hall Capital Partners LLC January 2015 - Present
JMR Capital Management, Inc. July 2013 - November 2014
VC Privé LLC October 2012 - December 2012
Urban Visionary, Inc. August 2010 - August 2011
Richard Pan for California State Assembly, 5th District January 2010 - August 2010
Dave Jones for California Insurance Commissioner Campaign September 2009 - August 2010
Office of Assemblymember Dave Jones December 2008 - June 2009
Education
University of California, Berkeley
Bachelor of Arts (BA)
London School of Economics and Political Science 2011 — 2012
General Course
high school
Hall Capital Partners LLC July 2014 - September 2014
U.S. House of Representatives July 2013 - September 2013
Teach For America July 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), History
San Francisco University High School 2007 — 2011
Hall Capital Partners LLC January 2012 - Present
BMC Software July 2010 - August 2010
OpenTable June 2009 - August 2009
Vinfolio June 2008 - August 2008
SuperEgo Games June 2007 - August 2007
Skills
Financial Modeling, Finance, Asset Allocation, Analysis, Financial Advisory, Cash Flow, Microsoft Excel, Estate Planning, Funding, Research, Investments, Alternative Investments, Hedge Funds, Equities, Portfolio Management, Private Equity, Investment Management, Wealth Management, Fixed Income, High Net Worth...
Education
Gonzaga University 2008 — 2010
Accounting, Accounting
Southern Methodist University 2006 — 2008
Hall Capital Partners LLC January 2014 - Present
Raider Futon Rental LLC April 2012 - May 2013
The Boston Family Office May 2012 - June 2012
Conventures, Inc. May 2011 - June 2011
Skills
Investments, Spanish, Valuation, Microsoft Excel, Equity Research, Start-ups, Financial Modeling, Economics, PowerPoint, Research, Entrepreneurship, Public Speaking, Public Relations, Social Media
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature, Economics
Tuck School of Business at Dartmouth 2012 — 2012
Tuck Bridge Program
Universitat Pompeu Fabra 2011 — 2011
Barcelona, Spain, Study Abroad Semester
Milton Academy 2005 — 2009
Wells Fargo July 2014 - Present
White & Case October 2012 - July 2014
Hall Capital Partners, LLC July 2007 - July 2009
Nevro Corp October 2006 - June 2007
Skills
Venture Capital, Data Analysis, Market Research, Due Diligence, Financial Modeling, Business Strategy, Legal Writing, Corporate Finance, Mergers & Acquisitions, Strategy, Management Consulting, Westlaw, Private Equity, Legal Research, Valuation, Start-ups, Entrepreneurship, Litigation, Finance, Competitive Analysis, Patents, Financial Analysis, Analysis, Portfolio Management, Joint Ventures, Intellectual Property, Licensing, Investments, Copyright Law, Corporate Law, Corporate Development, Investment Banking, Trademarks, Emerging Markets, Business Development, Trademark Infringement, Analytics, Contract Negotiation, Corporate Governance
Education
Emory University School of Law 2009 — 2012
JD
Stanford University 2002 — 2006
BA, Human Biology
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners LLC July 2012 - July 2014
Shearman & Sterling LLP June 2010 - June 2012
Education
New York University 2008 — 2012
College of Arts and Science, Economics and English & American Literature Double Major
John L. Miller Great Neck North High School 2004 — 2008
Hall Capital Partners LLC July 2015 - Present
Colby College September 2013 - May 2015
Eaton Vance June 2014 - August 2014
Noble Group Ltd. January 2014 - February 2014
Mercer May 2013 - August 2013
Maine Concussion Management Initiative September 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Equities, Derivatives, Futures, Marketing Strategy, Statistical Data..., Stata 12
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Economics - Financial Markets concentration
Ridgewood High School 2007 — 2011
Hall Capital Partners LLC January 2015 - Present
LPL Private Client June 2014 - November 2014
EagleBank December 2013 - January 2014
Order of Omega August 2013 - December 2013
Clemson University August 2012 - December 2013
Syufy Enterprises June 2013 - August 2013
Wine Merchant of Showplace Square December 2011 - August 2013
The Delta Chi Fraternity, Inc. December 2011 - December 2012
VentureBeat June 2012 - July 2012
Gilardi & Co. LLC May 2011 - January 2012
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Microsoft Office, Access, Financial Modeling, Capital Markets, Portfolio Management, DCF Valuation, Investment Management, Modern Portfolio Theory, Bloomberg Terminal, Investments, Highly personable, Finance, Accounting, Budgets
Education
Clemson University 2010 — 2014
Bachelor of Science (BS), Finance, General, Senior
Tipping Point Community July 2013 - Present
Institutional Global Investors April 2012 - April 2013
Hall Capital Partners LLC April 2000 - March 2012
Skills
Microsoft Excel, Outlook
Education
San Francisco State University 1998 — 2000
BA, English Literature
City and County of San Francisco May 2015 - Present
Brownson, Rehmus & Foxworth November 2013 - March 2015
JEM Investment Properties 2011 - 2013
EGC Properties LLC 2007 - 2013
UBS Global Asset Management June 2012 - August 2012
A&C Ventures June 2011 - August 2011
Hall Capital Partners LLC December 2007 - July 2011
Hall Capital Partners LLC May 2005 - November 2007
Skills
Investments, Equities, Portfolio Management, Investment Properties, Real Estate Economics, Financial Modeling, Real Estate Acquisitions, Market Research, Valuation, Commercial Real Estate, Due Diligence, Hedge Funds, Investment Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Real Estate
Santa Clara University 2000 — 2004
Bachelor of Science, Finance, Economics
St. Ignatius College Prep 1996 — 2000
J.P. Morgan October 2014 - Present
Citi September 2006 - October 2014
Hall Capital Partners LLC April 2004 - June 2006
Ascend Capital, LLC October 2002 - April 2004
Skills
Compliance, Series 7, Investment Banking, Operational Risk..., AML, Self-starter, Self Assessment, Self Management, Internal Controls, Operational Risk, Derivatives, Risk Management, Credit Risk, KYC, Treasury, Internal Audit, Auditing, Finance, Enterprise Risk..., Banking, Options, Trading, Securities, Asset Management, Hedge Funds, Financial Markets, Risk Assessment, Due Diligence, Financial Risk, FINRA, Mutual Funds, Fixed Income, Portfolio Management, Wealth Management
Education
The George Washington University 1992 — 1993
M.Ed., Secondary Education
Boston College 1987 — 1991
B.A., English & Philosophy
Vista Equity Partners February 2015 - Present
Makena Capital Management, LLC July 2013 - January 2015
Hall Capital Partners LLC February 2011 - June 2013
WHV Investments, Inc. 2007 - 2011
MarketCounsel 2004 - 2007
Prager and Fenton 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2001
Skills
Hedge Funds, Salesforce.com, Alternative Investments, Equities, Tax, Investment Management, Due Diligence, Asset Management, Legal Advice, Start-ups, Private Equity, Venture Capital, Investments, Portfolio Management, Securities Regulation
Education
University of California, Berkeley 1988 — 1992
BA, Major: Political Economies of Industrialized Societies; Minor: Business Administration
University of California, Davis 1993 — 1996
JD, Law
San Diego State University-California State University 1998 — 1999
MSBA, Financial and Tax Planning
Bellarmine College Preparatory 1984 — 1988
HS
Hall Capital Partners LLC July 2013 - Present
Hall Capital Partners LLC April 2011 - June 2013
Education
Santa Clara University - Leavey School of Business 2007 — 2010
Bachelors of Science in Commerce, Finance
Hall Capital Partners LLC October 2013 - Present
Financial Economics Institute October 2010 - October 2012
Merrill Lynch June 2012 - August 2012
Barclays Capital June 2010 - August 2010
ABN AMRO Bank N.V. January 2008 - February 2008
Skills
Economics, Financial Analysis, Research, Stata, Microsoft Excel, Market Research, PowerPoint, Microsoft Office, Econometrics, Statistics, Investments, Data Analysis, Leadership, Team Leadership, Team Organisation, Strategic Planning, Project Management, Financial Reporting, Finance, Public Speaking, Social Media
Education
Claremont McKenna College 2009 — 2013
Bachelor's degree, Economics/Finance
London School of Economics and Political Science 2012 — 2012
Industrial Organization
Lahore American School 2005 — 2009
High School Degree
The Honest Company January 2015 - August 2015
Hall Capital Partners LLC July 2014 - December 2014
Ernst and Young June 2013 - August 2013
Delta Sigma Pi December 2012 - June 2013
Arbor Advisors January 2012 - April 2012
Gap Inc./Banana Republic June 2011 - September 2011
Screen Actors Guild Awards September 2005 - June 2009
Skills
Microsoft Excel, Access, Microsoft Word, Microsoft Office, Salesforce.com, Data.com, Adobe CS5, PowerPoint, Capital IQ, Investment Banking, Social Media, Public Speaking, QuickBooks, Facebook, Research, Entrepreneurship, Analysis, Leadership, Event Planning, Management
Education
Santa Clara University 2010 — 2014
Finance, Accounting and Chinese Emphasis
Stanford University School of Medicine 2013 — 2013
Compassion Cultivation Training, Meditation, Mindfulness, and Compassion
Fudan University 2012 — 2013
Chinese, Meditation, Eastern Medicine
Temple City High School 2006 — 2010
Buckhill Capital LP February 2009 - Present
Hall Capital Partners LLC 2001 - 2009
B. Brooks Fine Flowers 1996 - 2001
Answers.com 1996 - 1996
InterMedia Partners 1991 - 1995
Fidelity Investments 1990 - 1990
JP Morgan & Co 1984 - 1989
Skills
Investments, Private Equity, Portfolio Management, Investment Management, Capital, Venture Capital, Alternative Investments, Hedge Funds, Asset Management, Valuation, Emerging Markets, Corporate Finance, Mutual Funds, Corporate Development, Investment Banking, Asset Allocation, Equities, Financial Advisory, Fund Of Funds, Private Placements, Investor Relations, Energy, Real Estate, Investment Strategies, Due Diligence
Education
Harvard Business School 1989 — 1991
MBA
Brown University 1980 — 1983
BA
Hall Capital Partners LLC January 2012 - Present
Hall Capital Partners LLC November 2007 - December 2011
QuinStreet January 2007 - November 2007
Skills
Bloomberg, Valuation, Venture Capital, Financial Modeling, Private Equity, Alternative Investments, Investment Banking, Investments
Education
Swarthmore College 2003 — 2006
Bachelor of Arts, Economics and Biology
Eucalyptus Associates, Inc. July 2008 - Present
Hall Capital Partners LLC March 2001 - June 2008
Offit Hall Capital Management 2001 - 2007
icPlanet August 2000 - December 2001
TimeDance July 1999 - July 2000
J.P. Morgan July 1993 - July 1998
Skills
Private Equity, Alternative Investments, Portfolio Management, Hedge Funds, Valuation, Investment Management, Asset Management, Investment Strategies, Bloomberg, Venture Capital, Asset Allocation, Fund Of Funds, Emerging Markets
Education
Santa Clara University 1989 — 1993
BS in Commerce, Finance
Hall Capital Partners LLC July 2013 - Present
Skills
Budgeting, Portfolio Management, Financial Analysis, Salesforce.com, Market Research, Investment Management, Bloomberg, Asset Allocation, Valuation, Financial Modeling, Alternative Investments, Budgets, Hedge Funds, Private Equity, Asset Managment, Investments, Equities
Education
Santa Clara University 2006 — 2010
BS
International Education for Students, Roma 2008 — 2008
Duck Duck Goose Farms September 2012 - Present
Sapo Freaky Burrito October 2010 - September 2012
Jane Goodall Institute - Shanghai September 2009 - June 2010
Hall Capital Partners, LLC May 2005 - September 2009
Athena Learning Group June 2004 - May 2005
Standard & Poor's September 2003 - December 2003
Skills
Bloomberg, Hedge Funds, Private Equity, Investment Management, Alternative Investments, Business Strategy, Financial Analysis, Financial Modeling, Public Speaking, Due Diligence
Education
Fudan University 2009 — 2009
None, Chinese (Mandarin)
Iona College 2000 — 2004
BS, Economics
Evanston Capital Management, LLC January 2011 - Present
Passport Capital, LLC October 2007 - November 2010
Hall Capital Partners LLC July 2005 - September 2007
AmeriCorps VISTA June 2004 - May 2005
Education
Bradley University 2000 — 2004
Bachelor of Science, Finance
Henry-Senachwine
Makena Capital Management, LLC January 2015 - Present
Makena Capital Management, LLC January 2012 - December 2014
Makena Capital Management, LLC August 2009 - December 2011
Huntington Partners June 2008 - August 2008
Hall Capital Partners LLC February 2002 - June 2007
Skills
Private Equity, Financial Modeling, Hedge Funds, Valuation, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Colby College 1997 — 2001
BA
Hall Capital Partners LLC June 2012 - Present
Stone & Youngberg 2003 - June 2012
Robertson Stephens January 1998 - July 2002
Education
The University of Texas at Arlington 1993 — 1996
MBA, Finance
University of Arkansas at Fayetteville 1987 — 1991
BSBA, Finance and Real Estate
Hall Capital Partners LLC April 2014 - Present
First Republic Bank 2006 - April 2014
The Sharper Image May 2006 - July 2006
Albertsons February 2002 - April 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Banking, Finance, Microsoft Excel, Analysis, Access, Budgets, Customer Service, Forecasting, General Ledger, Microsoft Office, Process Improvement
Education
San Francisco State University 2000 — 2006
Hall Capital Partners LLC January 2015 - Present
The Matty Fund January 2012 - Present
November Project October 2013 - Present
Hall Capital Partners LLC January 2014 - December 2014
Hall Capital Partners LLC June 2011 - December 2013
Coaster Pedicab dba Boston Pedicab January 2011 - June 2011
Goldman Sachs December 2009 - July 2010
UBP January 2009 - June 2009
Rapp Collins Worldwide January 2009 - June 2009
Mad Science September 2005 - February 2006
Skills
Private Equity, Hedge Funds, Alternative Investments, Venture Capital, Investments, Microsoft Excel, Portfolio Management, Economics, Fund Of Funds, Quantitative Analytics, Research, Securities Lending, Community Development, Fitness Instruction, Non-profit Boards
Education
Northeastern University 2006 — 2011
BS, Finance, Marketing and Economics, Magna Cum Laude
Northampton High School 2002 — 2006
TeamCo Advisers LLC March 2012 - Present
African Diaspora Network January 2011 - December 2012
TeamCo Advisers LLC August 2009 - March 2012
Hall Capital Partners LLC August 2008 - August 2009
Northern Arizona University August 2007 - May 2008
Skills
International..., Non-profits, Research, Community Outreach, Microsoft Office, Data Analysis, Policy, PowerPoint, Microsoft Excel, Project Management, Microsoft Word, Social Media, Analysis, Program Management, Entrepreneurship, Management, Nonprofits, Public Speaking
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
University of San Francisco 2010 — 2011
M.A., International Studies (Cultural Anthropology)
Northern Arizona University 2007 — 2009
M.A., English, Gender
Northern Arizona University 2002 — 2007
B.A., English
7Park Data September 2014 - Present
Cognolink Limited January 2014 - September 2014
CognoLink Limited May 2012 - January 2014
Hall Capital Partners LLC February 2010 - April 2012
Memorial Sloan-Kettering Cancer Center January 2009 - February 2010
Fresh Air Fund September 2008 - November 2008
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Investments, Microsoft Excel, Sales, Business Development, Account Management, Excel, Bloomberg Terminal, Operations Management
Education
Duke University 2004 — 2008
Bachelor's Degree, Political Science, 3.74
Trinity School 2000 — 2004
High School
TrialPay June 2014 - Present
Hall Capital Partners LLC July 2012 - April 2014
Air BP August 2011 - January 2012
Skills
Economics, Data Analysis, Financial Analysis, Research, Microsoft Excel, PowerPoint, SPSS, Microsoft Office, Public Speaking, Valuation, Microsoft Word, Hedge Funds, Equities, Project Management, Business Development, Bloomberg Terminal
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs/Psychology
Université Paris Sorbonne (Paris IV) 2010 — 2011
History
Hall Capital Partners LLC January 2015 - Present
Hall Capital Partners LLC January 2005 - December 2014
Education
University of California, San Diego 1997 — 2001
BA, Economics, History
International School of Brussels 1994 — 1997
High School
Hall Capital Partners LLC June 2011 - Present
Paramax Capital Partners, LLC 2010 - May 2011
Janus Capital Group June 2008 - September 2008
ISI Group 2003 - 2007
Education
Stanford University Graduate School of Business 2007 — 2009
Williams College 1999 — 2003
BA, History/Economics
Sapphire Ventures, LLC August 2014 - Present
Mead and Mead LLC February 2011 - Present
Hall Capital Partners LLC December 2012 - July 2014
Hall Capital Partners LLC March 2011 - December 2012
Coincident TV LLC October 2009 - February 2011
Education
Harvard University
Bachelor of Arts
University of Oxford - Said Business School
Master of Science, Management
Hall Capital Partners LLC April 2012 - Present
Pivot Point Capital June 2010 - March 2012
Davidson Kempner Capital Management July 2005 - March 2009
Walmart.com March 2002 - March 2003
McKinsey & Company September 2000 - March 2002
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Fixed Income, Equities, Due Diligence, Valuation, Capital Markets, Financial Modeling
Education
Harvard Business School 2003 — 2005
MBA, Finance, Negotiations
King's College London 1999 — 2000
MA, Philosophy
Wellesley College 1994 — 1998
BA, Philosophy, Classics
Uber April 2015 - Present
Google August 2013 - Present
Stanford University September 2012 - June 2013
Stanford University September 2008 - June 2013
Stanford University Autonomous Car October 2012 - March 2013
Google June 2012 - September 2012
Stanford University January 2012 - June 2012
Morgan Stanley June 2011 - August 2011
Stanford Consulting October 2009 - June 2011
Hall Capital Partners LLC June 2010 - August 2010
Skills
Android, Java, C++, Leadership, Financial Modeling, Mergers, Strategy, Research, Due Diligence, Data Analysis, Python, Mergers & Acquisitions, C, Matlab, Microsoft Office, Algorithms, JavaScript, Software Engineering, HTML
Education
Stanford University 2008 — 2012
B.A., Economics, Computer Science
Shanghai Foreign Language School 2000 — 2007
Fosun Group May 2015 - Present
JMP Group October 2013 - May 2015
Duff & Phelps July 2012 - October 2013
Camber Capital Management May 2011 - August 2011
Boston University Computer Science Department February 2011 - May 2011
Hall Capital Partners LLC June 2010 - August 2010
Bank of America June 2008 - August 2008
Skills
Financial Modeling, Equity Research, Capital IQ, Bloomberg, SNL, IPO, Mergers & Acquisitions, Biotechnology, Hedge Funds, Due Diligence, Equities, DCF, Investments, Investment Banking
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science Business Administration, Finance and Accounting, Economics
SBM Management Services, LP July 2015 - Present
SBM Management Services, LP November 2014 - Present
Hall Capital Partners LLC October 2011 - August 2014
Center for Science, Technology, and Society at Santa Clara University October 2010 - September 2011
Santa Clara University Endowment (SMF) January 2011 - June 2011
Office of the Governor, State of California June 2010 - September 2010
Santa Clara University 2008 - 2009
Skills
Financial Analysis, International Relations, Valuation, Financial Modeling, Financial Accounting, Institutional..., CIO Advisory Services, Investment Advisory, Asset Management, Asset Allocation, Equities, Alternative Investments, Microsoft Office, Microsoft Excel, Investments, Private Equity, Portfolio Management, PowerPoint, Hedge Funds
Education
Santa Clara University - Leavey School of Business 2007 — 2011
BSc, Finance
Investment Banking Institute 2013 — 2013
Vrije Universiteit Brussel 2009 — 2010
Finance, International Relations
Jesuit High School 2003 — 2007
H.S. Diploma
Morgan Stanley July 2014 - June 2015
Hall Capital Partners LLC July 2013 - January 2014
JP Morgan Chase May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Analysis, Financial Modeling, Economics, Portfolio Management, Financial Analysis, Microsoft Office, Bloomberg Terminal, Strategy, Public Speaking, Stata, Strategic Financial..., Industry Research, Company Valuation, Asset Managment, Bloomberg, Corporate Finance, Quantitative Analytics, Finance
Education
Clemson University 2009 — 2013
Bachelor of Science, Economics / Finance
The London School of Economics and Political Science (LSE) 2011 — 2011
Hall Capital Partners LLC January 2014 - Present
Teach for America 2011 - June 2013
Goldman Sachs June 2012 - August 2012
Education
Dartmouth College 2007 — 2011
Hall Capital Partners LLC June 2011 - Present
Columbia University May 2010 - July 2010
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Senior
Harvard University, Department of East Asian Languages and Civilizations September 2013 - Present
Harry Elkins Widener Memorial Library, Harvard University September 2009 - August 2013
Harvard University Department of History of Art and Architecture June 2011 - May 2013
The British Museum June 2012 - July 2012
Curatorial Division of Asian and Mediterranean Art, Harvard University June 2011 - July 2011
Hall Capital Partners LLC June 2010 - July 2010
Hall Capital Partners LLC June 2009 - July 2009
Skills
Editing, Research, Nonprofits, Public Speaking, Event Planning, Social Media, Community Outreach, Fundraising, Blogging, PowerPoint
Education
Simmons College Graduate Studies 2015 — 2017
Master's Degree, Archives/Archival Administration
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), History of Art and Architecture
The College Preparatory School 2005 — 2009
High School
Hall Capital Partners LLC August 2014 - Present
Hall Capital Partners LLC August 2012 - Present
The Retail Connection June 2011 - August 2011
Bankinter January 2011 - April 2011
HM Capital Partners June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers, Corporate Finance, Strategic Planning, Online Advertising, PowerPoint, Marketing, Private Equity, Microsoft Excel, Spanish, Venture Capital
Education
Stanford University 2008 — 2012
Bachelor's degree, International Relations and Affairs
Episcopal School of Dallas 1995 — 2008
Ascent Private Capital Management of U.S. Bank July 2013 - August 2014
Hall Capital Partners LLC June 1998 - December 2012
Skills
Alternative Investments, Equities, Due Diligence, Portfolio Management, Investment..., Emerging Markets, Hedge Funds, Mutual Funds, Distressed Debt, Real Estate, Natural Resources, Private Equity
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.)
Kayne Anderson Rudnick March 2014 - Present
Hall Capital Partners LLC August 2011 - December 2013
Loomis, Sayles & Company April 2008 - July 2011
Wellington Management April 2000 - March 2008
Oppenheimer Capital April 1997 - March 2000
Barrow, Hanley Mewhinney and Strauss February 1995 - February 1997
Pacific Enterprises/Southern California Gas Company October 1989 - February 1994
Skills
Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Investments, Alternative Investments, Equities, Investment Strategies, Series 7, Finance, Valuation, Portfolio Management, Asset Management, Fund Of Funds, Capital Markets, Private Equity, Retirement, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Investment Advisory, Bloomberg
Education
Pepperdine University
BS, Business
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Hall Capital Partners LLC July 2013 - Present
Hall Capital Partners LLC February 2011 - Present
Cream King May 2002 - February 2011
Washington Crossing Coffee Co. October 2010 - January 2011
Saxby's Georgetown January 2008 - May 2010
Prestige Wealth Management Group June 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance
Hopewell Valley Central High School 2002 — 2006
Georgetown University
AppFolio Inc. 2012 - Present
Damitz Brooks Nightingale Turner and Morrisset January 2012 - May 2012
Hall Capital Partners LLC August 2007 - October 2011
Harb, Levy & Weiland LLP October 2005 - July 2007
Skills
Investments, Accounting, Private Equity, Valuation, Hedge Funds, Financial Reporting, Estate Planning, Partnership Taxation, Corporate Tax, Salesforce.com, Bloomberg, FASB, Real Estate Transactions, Property Management
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BA, Business School Double Major - Accounting and Marketing
Fred Alger Management, Inc. July 2014 - Present
Hall Capital Partners LLC June 2013 - August 2013
Endeavor June 2012 - August 2012
MS&E 72SI: Emerging Silicon Valleys February 2012 - June 2012
Stanford US-Russia Forum 2011 - June 2012
Julius Baer (Investment Solutions Group) June 2011 - August 2011
Stanford Calming Technology Lab March 2011 - June 2011
Wagner Memory Lab - Stanford University June 2009 - July 2009
YPAC (Youth Parliament of the Alpine Convention) February 2006 - April 2009
Education
II. gimnazija Maribor
International Baccalaureate Diploma Programme
Stanford University
Bachelor of Science (BS), Symbolic Systems (Rationality and Decision Making)
Академия Народного Хозяйства при Правительстве Российской Федерации / Academy of National Economy under the Government of the Russian Federation 2010 — 2011
Hall Capital Partners LLC July 2015 - Present
Hall Capital Partners LLC July 2013 - June 2015
Sagehen Capital Management May 2012 - May 2013
PICO Holdings, Inc. June 2012 - August 2012
Skills
Bloomberg Terminal, Stata, Microsoft Excel, Data Analysis, Quantitative Research, Research, Portfolio Management, Financial Analysis, Microsoft Word, Economics, Social Media, Finance, PowerPoint, Investments
Education
Pomona College 2009 — 2013
B.A., Economics, French
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2012
Programme d'Echange (Exchange Program), Economics
Zillow June 2015 - Present
SOLOpro December 2014 - April 2015
Zillow June 2014 - August 2014
Hall Capital Partners LLC July 2010 - June 2013
Hall Capital Partners LLC May 2008 - July 2010
First Republic Bank 2007 - 2007
Skills
Marketing Strategy, Customer Acquisition, Social Media, Strategy, Marketing Analytics, Online Marketing, Venture Capital, Portfolio Management, Investments, Valuation, Financial Analysis
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing Strategy, Entrepreneurship & Innovation
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Finance, Management & Leadership
Tablinum Management, Inc. October 2014 - Present
Hall Capital Partners LLC April 1999 - September 2014
Education
Columbia Business School
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA)
Hall Capital Partners LLC August 2013 - Present
Clearwater Capital Partners December 2009 - July 2013
GOLDMAN, SACHS & CO April 2008 - July 2008
Goldman Sachs June 2004 - June 2007
Goldman Sachs June 2002 - June 2004
Skills
Financial Modeling, Valuation, Hedge Funds, Special Situations, Alternative Investments, Financial Analysis, Asset Managment, Private Equity, Investments, Corporate Finance, Portfolio Management, Business Valuation
Education
Harvard Business School 2007 — 2009
Masters of Business Administration
Northwestern University 1998 — 2002
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics and Political Science
Hall Capital Partners LLC May 2014 - Present
Rothstein Kass September 2004 - April 2014
Skills
Partnership Taxation, CPA, GAAP, Hedge Funds, Tax Research, Tax, Tax Accounting, SEC filings, US GAAP, General Ledger, QuickBooks, Fixed Assets
Education
California State University-Hayward
BS, Accounting
California State University-Sacramento
Accounting
Lazard June 2014 - Present
Hamilton Lane June 2011 - May 2014
Hall Capital Partners LLC January 2007 - December 2010
Skills
Hedge Funds, Private Equity, Alternative Investments, Valuation, Financial Modeling, Equities, Bloomberg, Venture Capital, Asset Management, Due Diligence, Investments, Investment Management, Portfolio Management, Emerging Markets, Financial Analysis, Asset Allocation, Investment Banking, Fixed Income, Bloomberg Terminal, Investment Strategies
Education
Dartmouth College 2002 — 2006
A.B., Mathematics
Delbarton School 1998 — 2002
Hall Capital Partners LLC January 2015 - Present
Hitachi Data Systems June 2013 - August 2013
Shell June 2012 - August 2012
Education
Santa Clara University
Bachelor of Commerce (BCom)
Ateneo de Manila University 2010 — 2012
Hall Capital Partners LLC 2005 - 2010
Offit Hall Capital Management LLC 2002 - 2005
JP Morgan Chase/H&Q Securities 1999 - 2001
Education
California State University-East Bay
Bachelor of Science (B.S.), Finance and Computer Information System