Hambrecht & Quist
Industry: Investment banking company
DescriptionHambrecht & Quist was an investment bank based in San Francisco, California noted for its focus on the technology and Internet sectors. H&Q was founded by William Hambrecht and George Quist in California, in 1968. Founded: 1968 Founders: Bill Hambrecht, George Quist
Hambrecht & Quist List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hambrecht & Quist. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Hambrecht & Quist Salaries. You can even request information on how much does Hambrecht & Quist pay if you want to. Learn about salaries, pros and cons of working for Hambrecht & Quist directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
184 Hambrecht & Quist employees in database. Find out everything there's to know about Hambrecht & Quist employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Hambrecht & Quist Employees
Employee
Years
Job
Industry
Julie Harshberger Julie Harshberger's Hambrecht & Quist Experience May 1997 - April 1999
Job Communications and PR Professional/Administrative Specialist seeking fulltime opportunities
Industry Public Relations and Communications
Experience
Good World Solutions October 2013 - February 2014
Spinning Wheel Yosemite Vacation Cabins February 2013 - January 2014
Amazon Research & Conservation Center (ARCC) December 2012 - December 2013
SutherlandGold Group September 2011 - December 2011
Nestlé Dreyer's Ice Cream December 2005 - August 2011
Nestlé Dreyer's Ice Cream April 2003 - December 2005
The Rosebud Agency April 1999 - April 2002
Hambrecht & Quist May 1997 - April 1999
Skills
Media Relations, Marketing Communications, Social Media Marketing, Social Media, Public Relations, Integrated Marketing, Brand Development, Digital Marketing, Project Planning, Project Management, Proofreading, Art Direction, Administrative Work, Writing and Editing, Event Planning, Fashion Design, Photo/Prop Styling
Education
University of Arizona
Bachelor of Science (B.S.), Business Administration, Marketing
The Fashion Institute of Design & Merchandising
Associate of Arts (A.A.) Professional Designation, Fashion/Apparel Design
Good World Solutions October 2013 - February 2014
Spinning Wheel Yosemite Vacation Cabins February 2013 - January 2014
Amazon Research & Conservation Center (ARCC) December 2012 - December 2013
SutherlandGold Group September 2011 - December 2011
Nestlé Dreyer's Ice Cream December 2005 - August 2011
Nestlé Dreyer's Ice Cream April 2003 - December 2005
The Rosebud Agency April 1999 - April 2002
Hambrecht & Quist May 1997 - April 1999
Skills
Media Relations, Marketing Communications, Social Media Marketing, Social Media, Public Relations, Integrated Marketing, Brand Development, Digital Marketing, Project Planning, Project Management, Proofreading, Art Direction, Administrative Work, Writing and Editing, Event Planning, Fashion Design, Photo/Prop Styling
Education
University of Arizona
Bachelor of Science (B.S.), Business Administration, Marketing
The Fashion Institute of Design & Merchandising
Associate of Arts (A.A.) Professional Designation, Fashion/Apparel Design
Paul Cleveland Paul Cleveland's Hambrecht & Quist Experience June 1996 - June 2000
Job President and Chief Executive Officer, Celladon Corporation
Industry Biotechnology
Experience
Alder Biopharmaceuticals Inc. (Nasdaq: ALDR) August 2015 - Present
Celladon Corporation 2014 - Present
Sangamo BioSciences April 2007 - Present
Aragon Pharmaceuticals, Inc. February 2013 - August 2013
Mohr Davidow Ventures January 2011 - February 2013
Affymax January 2006 - January 2011
J.P. Morgan June 1996 - May 2004
Hambrecht & Quist June 1996 - June 2000
Cooley LLP 1993 - 1996
Skills
CFOs, M&A execution, Public Company..., Board of Directors, Biotechnology, CEOs, Biopharmaceuticals, Venture Capital, Corporate Development, Commercialization, Corporate Finance, Valuation, Mergers & Acquisitions, Clinical Development, Life Sciences, Lifesciences, Strategy, Due Diligence, Private Equity, Pharmaceutical Industry, Start-ups
Education
Northwestern University School of Law 1978 — 1981
Doctor of Law (JD)
Washington University in St. Louis 1974 — 1978
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Alder Biopharmaceuticals Inc. (Nasdaq: ALDR) August 2015 - Present
Celladon Corporation 2014 - Present
Sangamo BioSciences April 2007 - Present
Aragon Pharmaceuticals, Inc. February 2013 - August 2013
Mohr Davidow Ventures January 2011 - February 2013
Affymax January 2006 - January 2011
J.P. Morgan June 1996 - May 2004
Hambrecht & Quist June 1996 - June 2000
Cooley LLP 1993 - 1996
Skills
CFOs, M&A execution, Public Company..., Board of Directors, Biotechnology, CEOs, Biopharmaceuticals, Venture Capital, Corporate Development, Commercialization, Corporate Finance, Valuation, Mergers & Acquisitions, Clinical Development, Life Sciences, Lifesciences, Strategy, Due Diligence, Private Equity, Pharmaceutical Industry, Start-ups
Education
Northwestern University School of Law 1978 — 1981
Doctor of Law (JD)
Washington University in St. Louis 1974 — 1978
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Henry Stockman Henry Stockman's Hambrecht & Quist Experience August 1987 - August 2001
Job Risk Management Executive
Industry Financial Services
Experience
NPA Vision, Inc. November 2010 - Present
Howe Barnes Hoefer & Arnett February 2008 - February 2010
Bear Stearns & Co. April 2001 - April 2006
Hambrecht & Quist August 1987 - August 2001
Oppenheimer and Company, Inc. August 1985 - August 1987
Security Pacific Corporation September 1979 - September 1985
Skills
Mergers, Financial Analysis, Equities, Investment Banking, Risk Management, Fixed Income, Banking, Capital Markets, Corporate Finance, Equity Research, Investments, Private Equity, Valuation, Asset Managment, Financial Institutions, Business Strategy, Retirement Planning, Strategic Planning, Portfolio Management, Asset Management, Mergers & Acquisitions, Hedge Funds
Education
Wharton School, University of Pennsylvania 1977 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
Stanford University 1971 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
NPA Vision, Inc. November 2010 - Present
Howe Barnes Hoefer & Arnett February 2008 - February 2010
Bear Stearns & Co. April 2001 - April 2006
Hambrecht & Quist August 1987 - August 2001
Oppenheimer and Company, Inc. August 1985 - August 1987
Security Pacific Corporation September 1979 - September 1985
Skills
Mergers, Financial Analysis, Equities, Investment Banking, Risk Management, Fixed Income, Banking, Capital Markets, Corporate Finance, Equity Research, Investments, Private Equity, Valuation, Asset Managment, Financial Institutions, Business Strategy, Retirement Planning, Strategic Planning, Portfolio Management, Asset Management, Mergers & Acquisitions, Hedge Funds
Education
Wharton School, University of Pennsylvania 1977 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
Stanford University 1971 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jimmy Secretarski Jimmy Secretarski's Hambrecht & Quist Experience June 1998 - June 2001
Job Managing Partner at H&Q Advisory Partners
Industry Investment Banking
Experience
H&Q Advisory Partners July 2014 - Present
CHILDS Advisory Partners January 2009 - June 2014
Morgan Keegan July 2005 - July 2008
Jefferies & Company June 2003 - June 2005
J.P. Morgan 2001 - 2003
Hambrecht & Quist June 1998 - June 2001
Skills
Private Equity, Capital Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, M&A experience, Investments, Financial Analysis, Finance, Mergers & Acquisitions, Private Placements, Corporate Development, Venture Capital
Education
Siena College 1994 — 1998
BS, Finance
Arrowhead High School 1990 — 1994
H&Q Advisory Partners July 2014 - Present
CHILDS Advisory Partners January 2009 - June 2014
Morgan Keegan July 2005 - July 2008
Jefferies & Company June 2003 - June 2005
J.P. Morgan 2001 - 2003
Hambrecht & Quist June 1998 - June 2001
Skills
Private Equity, Capital Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, M&A experience, Investments, Financial Analysis, Finance, Mergers & Acquisitions, Private Placements, Corporate Development, Venture Capital
Education
Siena College 1994 — 1998
BS, Finance
Arrowhead High School 1990 — 1994
Robin Kirby Robin Kirby's Hambrecht & Quist Experience March 1987 - February 1988
Job Real Estate Professional Alain Pinel Realtors
Industry Real Estate
Experience
Alain Pinel Realtors July 2014 - Present
GT Nexus January 2013 - March 2014
GT Nexus September 2010 - January 2013
APL Logistics December 2009 - December 2010
APL Logistics July 2004 - December 2009
American President Lines 2000 - 2004
APL 1988 - 1999
Hambrecht & Quist March 1987 - February 1988
Skills
Transportation, Logistics, Shipping, Transportation..., Supply Chain, Supply Chain Management, Logistics Management, 3PL, Freight, International Logistics, Warehousing, Operations Management, Ocean, Process Improvement, Freight Forwarding, Access, Business Process..., Quality Management, Meeting Planning, Program Management, Solution Implementation, ERP, International Trade, Warehouse Management, International Shipping, Container, Purchasing, SAP, Supply Chain..., Vendor Management, Project Management, Inventory Control, Supply Chain Operations, Team Building, Procurement, Business Process, Inventory Management, Air Freight, Contract Negotiation, Reverse Logistics, Trade Compliance, Distribution Center..., Import, Cross-functional Team..., Supply Management, Ocean Freight, Customs Regulations, Demand Planning, Materials Management, MRP
Education
Stanford University
Bachelor's degree, International Relations and Affairs
University of Denver 2007 — 2008
Masters of Science, Logistics, Materials, and Supply Chain Management
University of California, Santa Barbara
Poli Sci, General
Torrey Pines High School
Alain Pinel Realtors July 2014 - Present
GT Nexus January 2013 - March 2014
GT Nexus September 2010 - January 2013
APL Logistics December 2009 - December 2010
APL Logistics July 2004 - December 2009
American President Lines 2000 - 2004
APL 1988 - 1999
Hambrecht & Quist March 1987 - February 1988
Skills
Transportation, Logistics, Shipping, Transportation..., Supply Chain, Supply Chain Management, Logistics Management, 3PL, Freight, International Logistics, Warehousing, Operations Management, Ocean, Process Improvement, Freight Forwarding, Access, Business Process..., Quality Management, Meeting Planning, Program Management, Solution Implementation, ERP, International Trade, Warehouse Management, International Shipping, Container, Purchasing, SAP, Supply Chain..., Vendor Management, Project Management, Inventory Control, Supply Chain Operations, Team Building, Procurement, Business Process, Inventory Management, Air Freight, Contract Negotiation, Reverse Logistics, Trade Compliance, Distribution Center..., Import, Cross-functional Team..., Supply Management, Ocean Freight, Customs Regulations, Demand Planning, Materials Management, MRP
Education
Stanford University
Bachelor's degree, International Relations and Affairs
University of Denver 2007 — 2008
Masters of Science, Logistics, Materials, and Supply Chain Management
University of California, Santa Barbara
Poli Sci, General
Torrey Pines High School
John Griscavage John Griscavage's Hambrecht & Quist Experience July 1995 - June 1997
Job CEO at PlayMaker CRM
Industry Hospital & Health Care
Experience
PlayMaker CRM September 2014 - Present
Ed Support Services, LLC September 2013 - Present
Mainsail Partners October 2013 - September 2014
Path Logic (acqu by NeoGenomics) August 2012 - July 2014
Kindred Healthcare (acqu Professional Healthcare) September 2011 - June 2012
Professional Healthcare (acqu by Kindred Healthcare) September 2006 - August 2011
Pacific Pulmonary Services June 2003 - September 2006
The Madrone Group May 2001 - March 2003
Katmango 1999 - 2001
Hambrecht & Quist July 1995 - June 1997
Skills
Healthcare, Finance, Elder Care, Entrepreneurship, Healthcare Management, Home Care, Leadership, Long-term Care, Management, Medicare, Private Equity, Start-ups, Strategic Planning, Managed Care, Medicaid, Corporate Development, Training, Venture Capital
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Stanford University 1989 — 1993
BA, English and Economics
North Allegheny 1976 — 1989
PlayMaker CRM September 2014 - Present
Ed Support Services, LLC September 2013 - Present
Mainsail Partners October 2013 - September 2014
Path Logic (acqu by NeoGenomics) August 2012 - July 2014
Kindred Healthcare (acqu Professional Healthcare) September 2011 - June 2012
Professional Healthcare (acqu by Kindred Healthcare) September 2006 - August 2011
Pacific Pulmonary Services June 2003 - September 2006
The Madrone Group May 2001 - March 2003
Katmango 1999 - 2001
Hambrecht & Quist July 1995 - June 1997
Skills
Healthcare, Finance, Elder Care, Entrepreneurship, Healthcare Management, Home Care, Leadership, Long-term Care, Management, Medicare, Private Equity, Start-ups, Strategic Planning, Managed Care, Medicaid, Corporate Development, Training, Venture Capital
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Stanford University 1989 — 1993
BA, English and Economics
North Allegheny 1976 — 1989
Vijay Pawar Vijay Pawar's Hambrecht & Quist Experience August 1994 - July 1997
Job Director, Product Management at MobileIron
Industry Computer Software
Experience
MobileIron May 2013 - Present
VMware (through TriCipher acquisition) September 2010 - May 2013
TriCipher November 2007 - August 2010
TriCipher December 2006 - November 2007
TriCipher June 2005 - December 2006
Netegrity March 2000 - June 2005
HotLinks Network Inc February 1999 - May 2000
Montgomery Securities July 1997 - July 1998
Hambrecht & Quist August 1994 - July 1997
Skills
SaaS, Enterprise Software, Product Management, Security, Architecture, VMware, Identity Management, Cloud Computing, Go-to-market Strategy, Solution Selling, Pre-sales, Computer Security, Agile Methodologies, Virtualization, Mobile Devices, Software Development, Professional Services, Competitive Analysis, Business Alliances
Education
Santa Clara University 1994 — 1997
MBA
University of Cincinnati 1991 — 1993
MSCS, Computer Science
University of Mumbai 1987 — 1991
Bachelors, Electrical Engineering
MobileIron May 2013 - Present
VMware (through TriCipher acquisition) September 2010 - May 2013
TriCipher November 2007 - August 2010
TriCipher December 2006 - November 2007
TriCipher June 2005 - December 2006
Netegrity March 2000 - June 2005
HotLinks Network Inc February 1999 - May 2000
Montgomery Securities July 1997 - July 1998
Hambrecht & Quist August 1994 - July 1997
Skills
SaaS, Enterprise Software, Product Management, Security, Architecture, VMware, Identity Management, Cloud Computing, Go-to-market Strategy, Solution Selling, Pre-sales, Computer Security, Agile Methodologies, Virtualization, Mobile Devices, Software Development, Professional Services, Competitive Analysis, Business Alliances
Education
Santa Clara University 1994 — 1997
MBA
University of Cincinnati 1991 — 1993
MSCS, Computer Science
University of Mumbai 1987 — 1991
Bachelors, Electrical Engineering
Andrew Breychak Andrew Breychak's Hambrecht & Quist Experience April 1997 - October 1999
Job Program Management and Product Development
Industry Information Technology and Services
Experience
Sapient June 2008 - Present
Hanley Wood January 2006 - June 2008
Hanley Wood July 2003 - January 2006
Forbes November 2000 - July 2003
MaMaMedia.com November 1999 - October 2000
Hambrecht & Quist April 1997 - October 1999
Pitney Bowes July 1993 - April 1997
Skills
Project Management, Product Development, Portfolio Management, Databases, Data Analysis, Strategic Planning, Content Management, Business Analysis, Program Management, Business Strategy, SDLC, Process Improvement, Change Management, Budget, Analysis, Management Consulting, Requirements Analysis, Management, Public Speaking, Capital Budgeting, Quality Assurance, Stakeholder Management, Stakeholder Engagement, Agile Project Management, Customer Service, Consulting, Web Development, Informatics, Vendor Management, Integration, Agile Methodologies, Software Project..., Budgets, Business Process, Visio, CRM, PMO, SharePoint, PMP
Education
The George Washington University 2011 — 2012
Certificate, Health Services Generalist / Health Information Technology
Southern Connecticut State University 1991 — 1995
Bachelor of Arts, English (Professional Writing)
Sapient June 2008 - Present
Hanley Wood January 2006 - June 2008
Hanley Wood July 2003 - January 2006
Forbes November 2000 - July 2003
MaMaMedia.com November 1999 - October 2000
Hambrecht & Quist April 1997 - October 1999
Pitney Bowes July 1993 - April 1997
Skills
Project Management, Product Development, Portfolio Management, Databases, Data Analysis, Strategic Planning, Content Management, Business Analysis, Program Management, Business Strategy, SDLC, Process Improvement, Change Management, Budget, Analysis, Management Consulting, Requirements Analysis, Management, Public Speaking, Capital Budgeting, Quality Assurance, Stakeholder Management, Stakeholder Engagement, Agile Project Management, Customer Service, Consulting, Web Development, Informatics, Vendor Management, Integration, Agile Methodologies, Software Project..., Budgets, Business Process, Visio, CRM, PMO, SharePoint, PMP
Education
The George Washington University 2011 — 2012
Certificate, Health Services Generalist / Health Information Technology
Southern Connecticut State University 1991 — 1995
Bachelor of Arts, English (Professional Writing)
Michael J. Driscoll, MBA, Ed.D. Michael J. Driscoll, MBA, Ed.D.'s Hambrecht & Quist Experience January 1997 - May 1998
Job Clinical Professor and Senior Executive in Residence
Industry Education Management
Experience
Adelphi University September 2013 - Present
North Shore-LIJ Health System 2013 - Present
Fulbright Specialist June 2014 - Present
Nepenthea LLC December 2014 - August 2015
Adelphi University April 2010 - August 2013
Geosphere Capital LLC May 2007 - January 2010
Bear, Stearns & Co. Inc April 2002 - May 2007
Donaldson, Lufkin, & Jenrette May 1998 - April 2002
Hambrecht & Quist January 1997 - May 1998
Smith Barney September 1987 - January 1997
Skills
Equities, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Equity Trading, Options, Trading, Structured Products, Commodity, Higher Education, Investments, Valuation, Financial Analysis, Hedging, Economics, Financial Risk, Financial Modeling, Management, Marketing, Equity Research, Emerging Markets, Asset Management, Asset Allocation, Private Equity, Investment Strategies, Research, Finance, Risk Management, Venture Capital, Bonds, Portfolio Management, Student Affairs, Securities, Higher Education..., Corporate Finance, Financial Services, Bloomberg Terminal, Due Diligence, Financial Markets, Academic Administration, Equity Valuation, Wealth Management, Series 7, Equity Derivatives, Academic Advising, Career Counseling
Education
University of Pennsylvania 2012 — 2014
Doctor of Education (Ed.D.), Higher Education Management
Adelphi University 1984 — 1989
MBA, International Economics
State University of New York Maritime College 1978 — 1982
BS, Management/Marine Transportation
Third Officer United States Merchant Marine 1982 — 1982
Unlimited Tonnage, Any Oceans.
Xavier High School NYC 1974 — 1978
Adelphi University September 2013 - Present
North Shore-LIJ Health System 2013 - Present
Fulbright Specialist June 2014 - Present
Nepenthea LLC December 2014 - August 2015
Adelphi University April 2010 - August 2013
Geosphere Capital LLC May 2007 - January 2010
Bear, Stearns & Co. Inc April 2002 - May 2007
Donaldson, Lufkin, & Jenrette May 1998 - April 2002
Hambrecht & Quist January 1997 - May 1998
Smith Barney September 1987 - January 1997
Skills
Equities, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Equity Trading, Options, Trading, Structured Products, Commodity, Higher Education, Investments, Valuation, Financial Analysis, Hedging, Economics, Financial Risk, Financial Modeling, Management, Marketing, Equity Research, Emerging Markets, Asset Management, Asset Allocation, Private Equity, Investment Strategies, Research, Finance, Risk Management, Venture Capital, Bonds, Portfolio Management, Student Affairs, Securities, Higher Education..., Corporate Finance, Financial Services, Bloomberg Terminal, Due Diligence, Financial Markets, Academic Administration, Equity Valuation, Wealth Management, Series 7, Equity Derivatives, Academic Advising, Career Counseling
Education
University of Pennsylvania 2012 — 2014
Doctor of Education (Ed.D.), Higher Education Management
Adelphi University 1984 — 1989
MBA, International Economics
State University of New York Maritime College 1978 — 1982
BS, Management/Marine Transportation
Third Officer United States Merchant Marine 1982 — 1982
Unlimited Tonnage, Any Oceans.
Xavier High School NYC 1974 — 1978
Brian Hayes Brian Hayes's Hambrecht & Quist Experience 1998 - 2000
Job Network Manager at Lifetime Brands
Industry Consumer Goods
Experience
Lifetime Brands September 2007 - Present
Verndale 2006 - 2007
Molecular 2002 - 2006
DiaLogos 2000 - 2002
Mintz Levin 2001 - 2001
Hambrecht & Quist 1998 - 2000
Skills
Business Intelligence, Business Analysis, Vendor Management, Integration, E-commerce, Networking, Process Improvement, Product Management, Access, Project Management, Enterprise Architecture, Cross-functional Team..., Analytics, Start-ups, CRM, Leadership, Analysis, SaaS, SAP, Strategic Planning, Product Development, Team Building, Powershell
Education
Salem State University 1993 — 1997
Lifetime Brands September 2007 - Present
Verndale 2006 - 2007
Molecular 2002 - 2006
DiaLogos 2000 - 2002
Mintz Levin 2001 - 2001
Hambrecht & Quist 1998 - 2000
Skills
Business Intelligence, Business Analysis, Vendor Management, Integration, E-commerce, Networking, Process Improvement, Product Management, Access, Project Management, Enterprise Architecture, Cross-functional Team..., Analytics, Start-ups, CRM, Leadership, Analysis, SaaS, SAP, Strategic Planning, Product Development, Team Building, Powershell
Education
Salem State University 1993 — 1997
Angela Yan's Hambrecht & Quist Experience 1994 - 1996
Job
Industry Financial Services
Experience
Allianz Asset Management 2008 - 2012
HSBC 2007 - 2008
Credit Suisse 2005 - 2006
Credit Suisse 2004 - 2005
Credit Suisse 1997 - 2003
Hambrecht & Quist 1994 - 1996
Skills
Mutual Funds, Project Management, Marketing, Financial Analysis, Business Strategy, Visio, Equities, Financial Services, Series 7, Relationship Management, Investments, Business Analysis, PowerPoint, Microsoft Excel, Finance, Management, Analytics, Business Process..., Data Analysis, Competitive Analysis, CRM, Process Improvement, Strategy, Business Objects, SQL
Education
New York University
BA, Mass Media/Communications
Allianz Asset Management 2008 - 2012
HSBC 2007 - 2008
Credit Suisse 2005 - 2006
Credit Suisse 2004 - 2005
Credit Suisse 1997 - 2003
Hambrecht & Quist 1994 - 1996
Skills
Mutual Funds, Project Management, Marketing, Financial Analysis, Business Strategy, Visio, Equities, Financial Services, Series 7, Relationship Management, Investments, Business Analysis, PowerPoint, Microsoft Excel, Finance, Management, Analytics, Business Process..., Data Analysis, Competitive Analysis, CRM, Process Improvement, Strategy, Business Objects, SQL
Education
New York University
BA, Mass Media/Communications
Timothy Bragg, CFP® at Wells Fargo Advisors, LLC Timothy Bragg, CFP® at Wells Fargo Advisors, LLC's Hambrecht & Quist Experience February 1994 - June 1999
Job Senior Vice PresidentInvestment Officer
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
UBS Wealth Management January 2002 - February 2009
J.P. Morgan June 1999 - January 2002
Hambrecht & Quist February 1994 - June 1999
Skills
Portfolio Management, Finance, Financial Services, Equities, Investments, Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Fixed Income
Education
Stonehill College
Wells Fargo Advisors February 2009 - Present
UBS Wealth Management January 2002 - February 2009
J.P. Morgan June 1999 - January 2002
Hambrecht & Quist February 1994 - June 1999
Skills
Portfolio Management, Finance, Financial Services, Equities, Investments, Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Fixed Income
Education
Stonehill College
Eileen Quinn's Hambrecht & Quist Experience August 1994 - October 1995
Job Financial Markets/Trading
Industry Financial Services
Experience
Ramsey Asset Management LLC November 2001 - April 2010
Friedman, Billings, Ramsey December 1995 - June 2001
Hambrecht & Quist August 1994 - October 1995
Donaldson, Lufkin & Jenrette September 1992 - August 1994
Skills
Bonds, Equities, Hedge Funds, Bloomberg, Asset Management, Trading, Investments, Series 63, Series 7, Capital Markets, Alternative Investments, Securities, Electronic Trading, Trading Systems, Options, Equity Research, Investment Strategies, FINRA, Asset Allocation, Fixed Income, ETFs, Investment Banking, Equity Trading, Financial Markets, Valuation, Mutual Funds, Private Equity, Investment Management, Derivatives, High Yield, Emerging Markets, Private Placements, Portfolio Management
Education
Georgetown University 1988 — 1992
BA, Government
Ramsey Asset Management LLC November 2001 - April 2010
Friedman, Billings, Ramsey December 1995 - June 2001
Hambrecht & Quist August 1994 - October 1995
Donaldson, Lufkin & Jenrette September 1992 - August 1994
Skills
Bonds, Equities, Hedge Funds, Bloomberg, Asset Management, Trading, Investments, Series 63, Series 7, Capital Markets, Alternative Investments, Securities, Electronic Trading, Trading Systems, Options, Equity Research, Investment Strategies, FINRA, Asset Allocation, Fixed Income, ETFs, Investment Banking, Equity Trading, Financial Markets, Valuation, Mutual Funds, Private Equity, Investment Management, Derivatives, High Yield, Emerging Markets, Private Placements, Portfolio Management
Education
Georgetown University 1988 — 1992
BA, Government
Meghan Levin Meghan Levin's Hambrecht & Quist Experience 1997 - 1998
Job Sr. Director, Corporate Development, M&A Integration
Industry Computer Software
Experience
Salesforce May 2015 - Present
Salesforce May 2013 - May 2015
VMware 2011 - 2013
VMware 2010 - 2010
EMC 2002 - 2010
Elron Software 2002 - 2002
Critical Path 1998 - 2001
Hambrecht & Quist 1997 - 1998
Skills
Enterprise Software, Cross-functional Team..., Business Planning, Mergers, Team Building, Go-to-market Strategy, Strategic Planning, M&A experience, Strategy
Education
University of San Francisco - Masagung Graduate School of Management 2006 — 2007
MA
Gonzaga University 1992 — 1996
BA
Gonzaga-In-Florence 1994 — 1995
Salesforce May 2015 - Present
Salesforce May 2013 - May 2015
VMware 2011 - 2013
VMware 2010 - 2010
EMC 2002 - 2010
Elron Software 2002 - 2002
Critical Path 1998 - 2001
Hambrecht & Quist 1997 - 1998
Skills
Enterprise Software, Cross-functional Team..., Business Planning, Mergers, Team Building, Go-to-market Strategy, Strategic Planning, M&A experience, Strategy
Education
University of San Francisco - Masagung Graduate School of Management 2006 — 2007
MA
Gonzaga University 1992 — 1996
BA
Gonzaga-In-Florence 1994 — 1995
Aleso Gourhan Aleso Gourhan's Hambrecht & Quist Experience 1980 - 1988
Job Realtor at East Bay Sothebys International
Industry Real Estate
Experience
East Bay Sothebys International 2009 - Present
Prudential California Realty 1999 - 2009
Hambrecht & Quist 1980 - 1988
Skills
Single Family Homes, Sellers, Real Estate, Residential Homes, Condos, Buyer Representation, First Time Home Buyers, Negotiation, New Homes, Short Sales, Investors, Investment Properties, Real Estate Development, Listings, REO, Sales, Selling, Real Property, Relocation, Real Estate Transactions
Education
University of California, Berkeley 1976 — 1980
BS, Forestry
East Bay Sothebys International 2009 - Present
Prudential California Realty 1999 - 2009
Hambrecht & Quist 1980 - 1988
Skills
Single Family Homes, Sellers, Real Estate, Residential Homes, Condos, Buyer Representation, First Time Home Buyers, Negotiation, New Homes, Short Sales, Investors, Investment Properties, Real Estate Development, Listings, REO, Sales, Selling, Real Property, Relocation, Real Estate Transactions
Education
University of California, Berkeley 1976 — 1980
BS, Forestry
Kerry Rice Kerry Rice's Hambrecht & Quist Experience 1999 - 2000
Job Managing Director, Senior Equity Analyst Internet and Digital Media at Needham and Company
Industry Financial Services
Experience
Needham & Company June 2011 - Present
Wedbush Morgan Securities January 2006 - June 2011
Pacific Growth Equities 2004 - 2006
Braven Capital 2003 - 2004
JP Morgan Chase 2000 - 2002
Hambrecht & Quist 1999 - 2000
Skills
Financial Modeling, Investments, Valuation, Digital Media, Equities, Analysis, Equity Research, Corporate Finance, Hedge Funds, Entrepreneurship, Private Equity, Accounting, Financial Accounting
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University 1987 — 1991
BA, Economics
Needham & Company June 2011 - Present
Wedbush Morgan Securities January 2006 - June 2011
Pacific Growth Equities 2004 - 2006
Braven Capital 2003 - 2004
JP Morgan Chase 2000 - 2002
Hambrecht & Quist 1999 - 2000
Skills
Financial Modeling, Investments, Valuation, Digital Media, Equities, Analysis, Equity Research, Corporate Finance, Hedge Funds, Entrepreneurship, Private Equity, Accounting, Financial Accounting
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University 1987 — 1991
BA, Economics
Roger Favale Roger Favale's Hambrecht & Quist Experience March 1987 - March 1989
Job Investment Banking Consultant
Industry Financial Services
Experience
Infonalysis, Inc. June 1995 - Present
Infonalysis, Inc. January 1995 - Present
SCORE Consulting 2003 - 2005
Hambrecht & Quist March 1987 - March 1989
Kidder Peabody & Company 1982 - 1987
Prudential Securities 1980 - 1982
Salomon Brothers 1977 - 1981
Chase Manhattan Bank January 1970 - 1977
Skills
Strategic Planning, Start-ups, Entrepreneur, Investments, Business Strategy, Management Consulting, Business Planning, Entrepreneurship, Marketing Strategy, Analysis, Negotiation, Change Management, Planning, Team Building, New Business Development, Coaching, Program Management, Strategy Development, Mergers, Investment Banking, Finance, Corporate Finance, Valuation, Due Diligence, Private Equity
Education
City University of New York 1965 — 1967
MBA, Finance
Baruch College, City University of New York (CUNY) 1964 — 1967
Master's degree, Business Administration and Management, General
Manhattan College 1960 — 1964
B.E.E., Electrical Engineering
Manhattan College
Bachelor's degree, Electrical and Electronics Engineering
Infonalysis, Inc. June 1995 - Present
Infonalysis, Inc. January 1995 - Present
SCORE Consulting 2003 - 2005
Hambrecht & Quist March 1987 - March 1989
Kidder Peabody & Company 1982 - 1987
Prudential Securities 1980 - 1982
Salomon Brothers 1977 - 1981
Chase Manhattan Bank January 1970 - 1977
Skills
Strategic Planning, Start-ups, Entrepreneur, Investments, Business Strategy, Management Consulting, Business Planning, Entrepreneurship, Marketing Strategy, Analysis, Negotiation, Change Management, Planning, Team Building, New Business Development, Coaching, Program Management, Strategy Development, Mergers, Investment Banking, Finance, Corporate Finance, Valuation, Due Diligence, Private Equity
Education
City University of New York 1965 — 1967
MBA, Finance
Baruch College, City University of New York (CUNY) 1964 — 1967
Master's degree, Business Administration and Management, General
Manhattan College 1960 — 1964
B.E.E., Electrical Engineering
Manhattan College
Bachelor's degree, Electrical and Electronics Engineering
Kevin Reidy Kevin Reidy's Hambrecht & Quist Experience 1987 - 1989
Job Producer/DGA Production Manager
Industry Entertainment
Experience
Producer June 2010 - Present
HBO 1996 - 2001
New Line Cinema 1994 - 1998
I.R.S. Media January 1990 - December 1992
Concorde/New Horizons 1989 - 1990
Hambrecht & Quist 1987 - 1989
Skills
Film, Production, Television, Entertainment, Film Production, Budgeting, Feature Films, Public Speaking, Video Production, Digital Media, Negotiation, Writing, Broadcast, Strategic Planning, Production Management, Television Production, Video, Scheduling, Problem Solving, New Media, Excel, Multimedia, Post Production, Pre-production, Event Management, Administration, Budget Management, Creative Development, Screenwriting, Creative Direction, Microsoft Excel, Media Production, Production Managment, Documentaries, Reality, Budgets, Process Scheduler, Commercials, Music Videos, Independent Film
Education
Stanford University Graduate School of Business 1985 — 1987
mba,public management certificate, entertainment business
Stanford University 1978 — 1982
AB, Economics, Drama
Producer June 2010 - Present
HBO 1996 - 2001
New Line Cinema 1994 - 1998
I.R.S. Media January 1990 - December 1992
Concorde/New Horizons 1989 - 1990
Hambrecht & Quist 1987 - 1989
Skills
Film, Production, Television, Entertainment, Film Production, Budgeting, Feature Films, Public Speaking, Video Production, Digital Media, Negotiation, Writing, Broadcast, Strategic Planning, Production Management, Television Production, Video, Scheduling, Problem Solving, New Media, Excel, Multimedia, Post Production, Pre-production, Event Management, Administration, Budget Management, Creative Development, Screenwriting, Creative Direction, Microsoft Excel, Media Production, Production Managment, Documentaries, Reality, Budgets, Process Scheduler, Commercials, Music Videos, Independent Film
Education
Stanford University Graduate School of Business 1985 — 1987
mba,public management certificate, entertainment business
Stanford University 1978 — 1982
AB, Economics, Drama
Glover Lawrence Glover Lawrence's Hambrecht & Quist Experience 1995 - 1999
Job SVP of Corporate Development at Aspen Technology
Industry Information Technology and Services
Experience
Aspen Technology 2014 - Present
Avid Technology 2008 - 2013
McNamee Lawrence & Co. LLC 2002 - 2007
Oracle Corporation 2000 - 2001
Hambrecht & Quist 1995 - 1999
Morgan Stanley 1990 - 1993
Skills
Mergers, Venture Capital, Business Strategy, New Business Development, Strategic Planning, Acquisition Integration, Divestitures, Strategic Partnerships, Business Alliances, Strategic Alliances, Project Management, Management, Financial Modeling, Enterprise Risk..., Strategy, Mergers & Acquisitions, Product Management, Acquisitions, Enterprise Software, Cross-functional Team..., Cloud Computing, Business Development, Investment Banking, Start-ups, Leadership, Due Diligence, Valuation, Private Equity, Executive Management
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Yale University 1985 — 1989
BA, History
Aspen Technology 2014 - Present
Avid Technology 2008 - 2013
McNamee Lawrence & Co. LLC 2002 - 2007
Oracle Corporation 2000 - 2001
Hambrecht & Quist 1995 - 1999
Morgan Stanley 1990 - 1993
Skills
Mergers, Venture Capital, Business Strategy, New Business Development, Strategic Planning, Acquisition Integration, Divestitures, Strategic Partnerships, Business Alliances, Strategic Alliances, Project Management, Management, Financial Modeling, Enterprise Risk..., Strategy, Mergers & Acquisitions, Product Management, Acquisitions, Enterprise Software, Cross-functional Team..., Cloud Computing, Business Development, Investment Banking, Start-ups, Leadership, Due Diligence, Valuation, Private Equity, Executive Management
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Yale University 1985 — 1989
BA, History
Fred Molfino Fred Molfino's Hambrecht & Quist Experience 1994 - 1996
Job Founder and Managing Director
Industry Investment Management
Experience
Three Bridge Wealth Advisors August 2009 - Present
Morgan Stanley Smith Barney February 2002 - August 2009
Robertson Stephens 1998 - 2002
Hambrecht & Quist 1994 - 1996
Montgomery Securities 1992 - 1995
Skills
Investment Advisory, Venture Capital, Entrepreneur, Wealth, Series 7, Entrepreneurship
Education
Boston College 1987 — 1991
Economics and Philosophy
The University of Chicago - Booth School of Business 2010 — 2010
Certified Private Wealth Advisor
Three Bridge Wealth Advisors August 2009 - Present
Morgan Stanley Smith Barney February 2002 - August 2009
Robertson Stephens 1998 - 2002
Hambrecht & Quist 1994 - 1996
Montgomery Securities 1992 - 1995
Skills
Investment Advisory, Venture Capital, Entrepreneur, Wealth, Series 7, Entrepreneurship
Education
Boston College 1987 — 1991
Economics and Philosophy
The University of Chicago - Booth School of Business 2010 — 2010
Certified Private Wealth Advisor
Jennifer Bush Jennifer Bush's Hambrecht & Quist Experience June 1994 - June 1998
Job Chief Operating Officer at HistoryIT
Industry Information Technology and Services
Experience
HistoryIT February 2014 - Present
Girls on the Run Maine January 2014 - Present
Rising Tide Consulting, LLC June 2012 - Present
Maine Technology Institute September 2013 - February 2014
angela adams March 2008 - May 2012
Johnson & Johnson June 2005 - March 2008
Johnson & Johnson June 2004 - June 2005
Johnson & Johnson May 2001 - June 2004
JPMorgan Chase May 2000 - May 2001
Hambrecht & Quist June 1994 - June 1998
Skills
Financial Analysis, Management Consulting, Financial Modeling, Strategic Planning, Competitive Analysis, Portfolio Management, Strategy
Education
Yale School of Management 1998 — 2000
Master of Business Administration (MBA), Finance, General
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics and Spanish
HistoryIT February 2014 - Present
Girls on the Run Maine January 2014 - Present
Rising Tide Consulting, LLC June 2012 - Present
Maine Technology Institute September 2013 - February 2014
angela adams March 2008 - May 2012
Johnson & Johnson June 2005 - March 2008
Johnson & Johnson June 2004 - June 2005
Johnson & Johnson May 2001 - June 2004
JPMorgan Chase May 2000 - May 2001
Hambrecht & Quist June 1994 - June 1998
Skills
Financial Analysis, Management Consulting, Financial Modeling, Strategic Planning, Competitive Analysis, Portfolio Management, Strategy
Education
Yale School of Management 1998 — 2000
Master of Business Administration (MBA), Finance, General
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics and Spanish
Patricia Koel, MBA Patricia Koel, MBA's Hambrecht & Quist Experience November 1989 - November 1999
Job Administrative Assistant
Industry Financial Services
Experience
David Goldenberg - attorney and real estate developer May 2012 - Present
Millbrae PTA Council July 2010 - June 2012
Spring Valley PTA July 2008 - June 2010
Hambrecht & Quist November 1989 - November 1999
US Leasing 1988 - 1989
Skills
Corporate Finance, Contract Negotiation, Microsoft Excel, Leadership, Negotiation, Strategic Planning, Business Analysis, Budgets, Customer Service, Process Improvement, Marketing, Team Building, Project Management, Start-ups, Personal Finance, Microsoft Word, Outlook, asset alloc, Retirement Planning, Retirement Savings, Banking, Program Management, Investments, Strategic Financial..., Training, Analysis, Forecasting, Business Planning, Mergers & Acquisitions, Strategy, Management Consulting
Education
College for Financial Planning 2012 — 2013
Chartered Retirement Planning Counselor
San Francisco State University
MBA, Finance
University of California, Santa Barbara
B.A., Experimental Psychology
David Goldenberg - attorney and real estate developer May 2012 - Present
Millbrae PTA Council July 2010 - June 2012
Spring Valley PTA July 2008 - June 2010
Hambrecht & Quist November 1989 - November 1999
US Leasing 1988 - 1989
Skills
Corporate Finance, Contract Negotiation, Microsoft Excel, Leadership, Negotiation, Strategic Planning, Business Analysis, Budgets, Customer Service, Process Improvement, Marketing, Team Building, Project Management, Start-ups, Personal Finance, Microsoft Word, Outlook, asset alloc, Retirement Planning, Retirement Savings, Banking, Program Management, Investments, Strategic Financial..., Training, Analysis, Forecasting, Business Planning, Mergers & Acquisitions, Strategy, Management Consulting
Education
College for Financial Planning 2012 — 2013
Chartered Retirement Planning Counselor
San Francisco State University
MBA, Finance
University of California, Santa Barbara
B.A., Experimental Psychology
Michael Madden Michael Madden's Hambrecht & Quist Experience 2000 - 2003
Job Managing Director at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank January 2013 - Present
Edison Venture Fund 2010 - 2012
Polaris Venture Partners 2005 - 2010
Summit Partners 2003 - 2005
Athletes' Performance June 2003 - September 2003
JP Morgan 2000 - 2003
Hambrecht & Quist 2000 - 2003
Skills
Private Equity, Investments, Venture Capital, Start-ups, Valuation, Financial Modeling, Corporate Development
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Business
Harvard University 1996 — 2000
BA, Economics
Square 1 Bank January 2013 - Present
Edison Venture Fund 2010 - 2012
Polaris Venture Partners 2005 - 2010
Summit Partners 2003 - 2005
Athletes' Performance June 2003 - September 2003
JP Morgan 2000 - 2003
Hambrecht & Quist 2000 - 2003
Skills
Private Equity, Investments, Venture Capital, Start-ups, Valuation, Financial Modeling, Corporate Development
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Business
Harvard University 1996 — 2000
BA, Economics
Carolyn Rogers Carolyn Rogers's Hambrecht & Quist Experience June 1986 - December 1992
Job Advisor and Mentorat Business Advisory
Industry Capital Markets
Experience
Business Advisory 2000 - Present
PORTOLA VALLEY COMMUNITY EVENTS COMMITTEE 2005 - 2009
PVSD Foundation 2003 - 2006
Teach For America 2000 - 2006
ReleaseNow.com 1998 - 1999
J&W Seligman 1996 - 1998
O2Micro 1995 - 1996
PicoPower Technology Inc 1992 - 1995
Hambrecht & Quist June 1986 - December 1992
IBM January 1982 - September 1984
Skills
Mergers & Acquisitions, Negotiation, Strategy, Investments, Management, Start-ups, Public Speaking, Business Planning, Marketing Strategy, Portfolio Management, Venture Capital, Business Strategy, E-commerce, Mutual Funds, Equities, Corporate Finance, Emerging Markets, Sales, IPO, Marketing, Finance, Mergers, Valuation, Strategic Planning, Financial Modeling, Private Equity, New Business Development, Financial Analysis, Corporate Development, Capital Markets, Leadership, Hedge Funds, Analysis, Semiconductors, Alternative Investments, Executive Management, Due Diligence, Entrepreneurship, Investment Banking, Management Consulting, Strategic Partnerships, Competitive Analysis, Forecasting, Asset Management
Education
San Francisco Academy of Art University 2006 — 2009
Fine Art
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Business Finance / Management
Universidad de Sevilla 1981 — 1981
Humanities
University of Colorado Boulder 1977 — 1981
BS, ELECTRICAL ENGINEERING
Business Advisory 2000 - Present
PORTOLA VALLEY COMMUNITY EVENTS COMMITTEE 2005 - 2009
PVSD Foundation 2003 - 2006
Teach For America 2000 - 2006
ReleaseNow.com 1998 - 1999
J&W Seligman 1996 - 1998
O2Micro 1995 - 1996
PicoPower Technology Inc 1992 - 1995
Hambrecht & Quist June 1986 - December 1992
IBM January 1982 - September 1984
Skills
Mergers & Acquisitions, Negotiation, Strategy, Investments, Management, Start-ups, Public Speaking, Business Planning, Marketing Strategy, Portfolio Management, Venture Capital, Business Strategy, E-commerce, Mutual Funds, Equities, Corporate Finance, Emerging Markets, Sales, IPO, Marketing, Finance, Mergers, Valuation, Strategic Planning, Financial Modeling, Private Equity, New Business Development, Financial Analysis, Corporate Development, Capital Markets, Leadership, Hedge Funds, Analysis, Semiconductors, Alternative Investments, Executive Management, Due Diligence, Entrepreneurship, Investment Banking, Management Consulting, Strategic Partnerships, Competitive Analysis, Forecasting, Asset Management
Education
San Francisco Academy of Art University 2006 — 2009
Fine Art
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Business Finance / Management
Universidad de Sevilla 1981 — 1981
Humanities
University of Colorado Boulder 1977 — 1981
BS, ELECTRICAL ENGINEERING
Bud Sturmak Bud Sturmak's Hambrecht & Quist Experience August 1996 - July 2001
Job Partner at RLP Wealth Advisors, LLC
Industry Financial Services
Experience
RLP Wealth Advisors, LLC 2003 - Present
Wells Fargo July 2001 - July 2002
Hambrecht & Quist August 1996 - July 2001
Skills
Wealth Management, Investments, Strategic Financial..., Investment Advisory
Education
New York University 2002 — 2004
Certificate, Financial Planning
Dickinson College 1991 — 1995
BA, History
RLP Wealth Advisors, LLC 2003 - Present
Wells Fargo July 2001 - July 2002
Hambrecht & Quist August 1996 - July 2001
Skills
Wealth Management, Investments, Strategic Financial..., Investment Advisory
Education
New York University 2002 — 2004
Certificate, Financial Planning
Dickinson College 1991 — 1995
BA, History
Eric McGinnis Eric McGinnis's Hambrecht & Quist Experience January 1998 - May 1999
Job AirSupport Site lead
Industry Information Technology and Services
Experience
Airbnb March 2014 - Present
Zynga July 2011 - March 2014
Zynga April 2010 - March 2014
Tierra Technology November 2009 - July 2010
Razorfish May 1999 - February 2009
SBI and Company 1999 - February 2009
Avenue A/Razorfish 1999 - February 2009
usweb/cks 1999 - 2001
Hambrecht & Quist January 1998 - May 1999
Skills
Console, Teaching, Windows 7, Mac OS X, iPhone, User Experience, Windows, OS X, Mac, Printers, Troubleshooting, Adobe Creative Suite, User Interface Design, Technical Support, Mobile Applications, Access, Hardware, Computer Hardware, XP, Remote Desktop, Blackberry, iOS, Windows Vista, Android, Help Desk Support, Windows XP
Education
California State University-Fullerton 1995 — 1997
Bachelor of Arts (B.A.), Communication
Long Beach Polytechnic
Airbnb March 2014 - Present
Zynga July 2011 - March 2014
Zynga April 2010 - March 2014
Tierra Technology November 2009 - July 2010
Razorfish May 1999 - February 2009
SBI and Company 1999 - February 2009
Avenue A/Razorfish 1999 - February 2009
usweb/cks 1999 - 2001
Hambrecht & Quist January 1998 - May 1999
Skills
Console, Teaching, Windows 7, Mac OS X, iPhone, User Experience, Windows, OS X, Mac, Printers, Troubleshooting, Adobe Creative Suite, User Interface Design, Technical Support, Mobile Applications, Access, Hardware, Computer Hardware, XP, Remote Desktop, Blackberry, iOS, Windows Vista, Android, Help Desk Support, Windows XP
Education
California State University-Fullerton 1995 — 1997
Bachelor of Arts (B.A.), Communication
Long Beach Polytechnic
Tim Gokey Tim Gokey's Hambrecht & Quist Experience 1983 - 1983
Job Chief Operating Officer at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions 2010 - Present
H&R Block 2004 - 2009
McKinsey & Company 1986 - 2004
Lehman Brothers 1984 - 1984
Hambrecht & Quist 1983 - 1983
Skills
Mergers, Strategy, Financial Services, CRM, Mergers & Acquisitions, Leadership, Corporate Development, Marketing, Finance, Forecasting, Investments, Budgets, Management Consulting, Financial Analysis, Business Strategy, Executive Management, Business Process..., Operations Management, Retail, Cross-functional Team...
Education
University of Oxford 1988 — 1991
Doctorate, Finance
University of Oxford 1983 — 1986
BA/MA, Politics, Philosopshy, and Economics
Princeton University 1979 — 1983
AB/BSE, Joint Bachelors in Management Engineering and Public Affairs
Broadridge Financial Solutions 2010 - Present
H&R Block 2004 - 2009
McKinsey & Company 1986 - 2004
Lehman Brothers 1984 - 1984
Hambrecht & Quist 1983 - 1983
Skills
Mergers, Strategy, Financial Services, CRM, Mergers & Acquisitions, Leadership, Corporate Development, Marketing, Finance, Forecasting, Investments, Budgets, Management Consulting, Financial Analysis, Business Strategy, Executive Management, Business Process..., Operations Management, Retail, Cross-functional Team...
Education
University of Oxford 1988 — 1991
Doctorate, Finance
University of Oxford 1983 — 1986
BA/MA, Politics, Philosopshy, and Economics
Princeton University 1979 — 1983
AB/BSE, Joint Bachelors in Management Engineering and Public Affairs
Lisa Sorani, SPHR Lisa Sorani, SPHR's Hambrecht & Quist Experience 1992 - 2000
Job Human Resources Professional
Industry Utilities
Experience
EBMUD April 2013 - Present
RS Investments February 2013 - March 2013
ThinkEquity LLC March 2010 - December 2012
The Trium Group October 2008 - January 2009
Thomas Weisel Partners, LLC October 2004 - October 2008
Gensler Architecture, Design & Planning Worldwide 2004 - 2004
Novo (now Arc Worldwide) 2000 - 2002
Hambrecht & Quist 1992 - 2000
Skills
Workshop Facilitation, Full-life Cycle..., Mergers, Talent Management, Organizational..., Performance Management, Employee Relations, Management Consulting, Human Resources, Recruiting, HRIS, Mergers & Acquisitions, Employee Benefits, Equities, Employment Law, Strategy, Project Management, Leadership, Investment Banking, Executive Management, Management
Education
University of San Francisco 1997 — 2000
MA, HR and Organizational Development
California State University-Chico 1990 — 1992
BA, Psychology
EBMUD April 2013 - Present
RS Investments February 2013 - March 2013
ThinkEquity LLC March 2010 - December 2012
The Trium Group October 2008 - January 2009
Thomas Weisel Partners, LLC October 2004 - October 2008
Gensler Architecture, Design & Planning Worldwide 2004 - 2004
Novo (now Arc Worldwide) 2000 - 2002
Hambrecht & Quist 1992 - 2000
Skills
Workshop Facilitation, Full-life Cycle..., Mergers, Talent Management, Organizational..., Performance Management, Employee Relations, Management Consulting, Human Resources, Recruiting, HRIS, Mergers & Acquisitions, Employee Benefits, Equities, Employment Law, Strategy, Project Management, Leadership, Investment Banking, Executive Management, Management
Education
University of San Francisco 1997 — 2000
MA, HR and Organizational Development
California State University-Chico 1990 — 1992
BA, Psychology
Dennis Chu Dennis Chu's Hambrecht & Quist Experience January 1990 - June 1992
Job
Industry Investment Management
Experience
Cambridge Associates LLC May 2000 - Present
Paulson & Co. June 1998 - December 1998
Salomon Smith Barney May 1996 - April 1998
BZW July 1994 - October 1995
PARIBAS August 1993 - September 1993
Mitchell Madison Group July 1993 - August 1993
Hambrecht & Quist January 1990 - June 1992
Goldman Sachs July 1988 - June 1989
Goldman Sachs August 1986 - June 1988
Skills
Hedge fund portfolio..., Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Venture Capital, Asset Management, Institutional Investors
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Finance
Stanford University 1982 — 1986
BS, Electrical Engineering
Stuyvesant High School 1978 — 1982
Cambridge Associates LLC May 2000 - Present
Paulson & Co. June 1998 - December 1998
Salomon Smith Barney May 1996 - April 1998
BZW July 1994 - October 1995
PARIBAS August 1993 - September 1993
Mitchell Madison Group July 1993 - August 1993
Hambrecht & Quist January 1990 - June 1992
Goldman Sachs July 1988 - June 1989
Goldman Sachs August 1986 - June 1988
Skills
Hedge fund portfolio..., Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Venture Capital, Asset Management, Institutional Investors
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Finance
Stanford University 1982 — 1986
BS, Electrical Engineering
Stuyvesant High School 1978 — 1982
Richard Tullo Richard Tullo's Hambrecht & Quist Experience 1997 - 1999
Job Senior Financial Analyst
Industry Financial Services
Experience
Albert Fried and Company March 2009 - Present
Sidoti and Company July 2006 - July 2008
Providence Capital September 2001 - March 2005
CIBC World Markets March 1999 - September 2001
Hambrecht & Quist 1997 - 1999
Cowen and Company 1991 - 1997
Skills
Valuation, Financial Analysis, Mergers, Cash Flow, Trading Systems, Corporate Governance, Financial Forecasting, Capital Structure, Modeling, Equities, Due Diligence, Hedge Funds, Trading, Budgeting, Institutional, Cash, Fixed Income Trading, Financial Modeling, Private Equity, Fixed Income, Derivatives, Corporate Finance, Debt, Investments, Forecasting, Portfolio Management, Asset Management, Venture Capital, Alternative Investments, Strategic Planning, Investment Banking, Restructuring, Electronic Trading, Options, DCF, Capital Markets, Business Planning, IPO, Global Macro
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
MBA, Finance and Econometrics
New York University 1987 — 1990
BS, Economics
Monsignor Farrell
Regents, College Prep
Albert Fried and Company March 2009 - Present
Sidoti and Company July 2006 - July 2008
Providence Capital September 2001 - March 2005
CIBC World Markets March 1999 - September 2001
Hambrecht & Quist 1997 - 1999
Cowen and Company 1991 - 1997
Skills
Valuation, Financial Analysis, Mergers, Cash Flow, Trading Systems, Corporate Governance, Financial Forecasting, Capital Structure, Modeling, Equities, Due Diligence, Hedge Funds, Trading, Budgeting, Institutional, Cash, Fixed Income Trading, Financial Modeling, Private Equity, Fixed Income, Derivatives, Corporate Finance, Debt, Investments, Forecasting, Portfolio Management, Asset Management, Venture Capital, Alternative Investments, Strategic Planning, Investment Banking, Restructuring, Electronic Trading, Options, DCF, Capital Markets, Business Planning, IPO, Global Macro
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
MBA, Finance and Econometrics
New York University 1987 — 1990
BS, Economics
Monsignor Farrell
Regents, College Prep
Kristie Halenza Kristie Halenza's Hambrecht & Quist Experience August 1997 - December 1999
Job Yoga Instructor at Total Woman Gym and Day Spa
Industry Health, Wellness and Fitness
Experience
Total Woman Gym and Day Spa August 2009 - Present
The Academy at Bright Horizons Preschool 2010 - 2011
The Lyon Company 2005 - 2009
Bridge Medical January 2000 - July 2005
Hambrecht & Quist August 1997 - December 1999
Skills
Fitness, Wellness, Cpr Certified, Lifestyle, Teaching, Vinyasa, Hatha Yoga, Children's Yoga, AED, Certified Group..., Event Planning, Employee Benefits, Human Resources, Public Speaking, Yoga, CPR Certified, Social Media, Sales, Strategic Planning, Coaching
Education
San Diego State University-California State University 1992 — 1997
Bachelor of Arts (B.A.), Sociology
Total Woman Gym and Day Spa August 2009 - Present
The Academy at Bright Horizons Preschool 2010 - 2011
The Lyon Company 2005 - 2009
Bridge Medical January 2000 - July 2005
Hambrecht & Quist August 1997 - December 1999
Skills
Fitness, Wellness, Cpr Certified, Lifestyle, Teaching, Vinyasa, Hatha Yoga, Children's Yoga, AED, Certified Group..., Event Planning, Employee Benefits, Human Resources, Public Speaking, Yoga, CPR Certified, Social Media, Sales, Strategic Planning, Coaching
Education
San Diego State University-California State University 1992 — 1997
Bachelor of Arts (B.A.), Sociology
Ed Bierdeman Ed Bierdeman's Hambrecht & Quist Experience June 1987 - September 1989
Job Woodside Capital Research, Band of Angels
Industry Computer Software
Experience
Woodside Capital Partners Research December 2011 - Present
Band of Angels March 2009 - Present
Inflection Point Research, LLC. August 2004 - November 2011
Intelenex, Inc. October 2004 - October 2006
Moors & Cabot September 1994 - August 2004
Oracle Corporation October 1989 - July 1992
Hambrecht & Quist June 1987 - September 1989
Skills
Cloud Computing, Business Intelligence, Web 2.0, Venture Capital, Financial Analysis, Social Media, Sales Process, Start-ups, Investments, Big Data, Mergers, Equity Research, Enterprise Software, Virtualization, Mobile Devices, SaaS, Business Strategy, Analytics, Databases, Security, Product Management, Strategic Partnerships, Entrepreneurship, Professional Services, Business Development, Go-to-market Strategy, ERP, Competitive Analysis, Consulting, Stock Picking, Strategy, Analysis, Product Marketing, Executive Management, Corporate Development, CRM, Business Alliances, Cross-functional Team..., Distributed Systems, E-commerce, Management Consulting
Education
University of California, Berkeley
MBA
Stanford University
MS
Syracuse University
BSME
Syracuse University
BA
Woodside Capital Partners Research December 2011 - Present
Band of Angels March 2009 - Present
Inflection Point Research, LLC. August 2004 - November 2011
Intelenex, Inc. October 2004 - October 2006
Moors & Cabot September 1994 - August 2004
Oracle Corporation October 1989 - July 1992
Hambrecht & Quist June 1987 - September 1989
Skills
Cloud Computing, Business Intelligence, Web 2.0, Venture Capital, Financial Analysis, Social Media, Sales Process, Start-ups, Investments, Big Data, Mergers, Equity Research, Enterprise Software, Virtualization, Mobile Devices, SaaS, Business Strategy, Analytics, Databases, Security, Product Management, Strategic Partnerships, Entrepreneurship, Professional Services, Business Development, Go-to-market Strategy, ERP, Competitive Analysis, Consulting, Stock Picking, Strategy, Analysis, Product Marketing, Executive Management, Corporate Development, CRM, Business Alliances, Cross-functional Team..., Distributed Systems, E-commerce, Management Consulting
Education
University of California, Berkeley
MBA
Stanford University
MS
Syracuse University
BSME
Syracuse University
BA
Kimberly Levitt Kimberly Levitt's Hambrecht & Quist Experience June 1997 - June 2000
Job Realtor at Prominent Properties Sotheby's International
Industry Real Estate
Experience
Prominent Properties Sotheby's International Realty May 2005 - Present
Hambrecht & Quist June 1997 - June 2000
Lehman Brothers March 1991 - October 1995
Education
State University of New York at Binghamton 1985 — 1989
BA, Psychology
Prominent Properties Sotheby's International Realty May 2005 - Present
Hambrecht & Quist June 1997 - June 2000
Lehman Brothers March 1991 - October 1995
Education
State University of New York at Binghamton 1985 — 1989
BA, Psychology
Christopher Montaño Christopher Montaño's Hambrecht & Quist Experience 1996 - 2000
Job Product Strategist at ThoughtWorks
Industry Information Technology and Services
Experience
ThoughtWorks June 2015 - Present
Counterparty June 2014 - October 2014
Veregy Consulting May 2009 - December 2013
Gridstone Research January 2007 - July 2008
Global Crown Capital January 2006 - August 2006
Wells Fargo Securities December 2003 - August 2005
Sole Proprieter January 2001 - November 2003
Hambrecht & Quist 1996 - 2000
Airtouch International 1995 - 1996
Bank of America 1994 - 1995
Skills
Fundamental Investment..., Financial Modeling, Equity Valuation, Industry Analysis, Equity Research, Investments, Venture Capital, Valuation, Due Diligence, Financial Analysis, Equities, Start-ups, Product Management, Forecasting, Competitive Analysis, Strategic Planning, Cleantech, Strategic Analysis, Competitive Intelligence, Analysis, Strategy, Mergers & Acquisitions, Portfolio Management, Product Development, Private Equity, Hedge Funds, Finance, Program Management, Analytics, Leadership, Executive Management, Fixed Income
Education
Thunderbird School of Global Management 1991 — 1993
Master of Int'l Management, International Finance and Latin America Political Economy
Arizona State University, W. P. Carey School of Business 1991 — 1992
MBA, Finance
The University of New Mexico 1982 — 1988
BSEE, Electrical Engineering
ThoughtWorks June 2015 - Present
Counterparty June 2014 - October 2014
Veregy Consulting May 2009 - December 2013
Gridstone Research January 2007 - July 2008
Global Crown Capital January 2006 - August 2006
Wells Fargo Securities December 2003 - August 2005
Sole Proprieter January 2001 - November 2003
Hambrecht & Quist 1996 - 2000
Airtouch International 1995 - 1996
Bank of America 1994 - 1995
Skills
Fundamental Investment..., Financial Modeling, Equity Valuation, Industry Analysis, Equity Research, Investments, Venture Capital, Valuation, Due Diligence, Financial Analysis, Equities, Start-ups, Product Management, Forecasting, Competitive Analysis, Strategic Planning, Cleantech, Strategic Analysis, Competitive Intelligence, Analysis, Strategy, Mergers & Acquisitions, Portfolio Management, Product Development, Private Equity, Hedge Funds, Finance, Program Management, Analytics, Leadership, Executive Management, Fixed Income
Education
Thunderbird School of Global Management 1991 — 1993
Master of Int'l Management, International Finance and Latin America Political Economy
Arizona State University, W. P. Carey School of Business 1991 — 1992
MBA, Finance
The University of New Mexico 1982 — 1988
BSEE, Electrical Engineering
Charles Boucher Charles Boucher's Hambrecht & Quist Experience 1993 - 1996
Job Managing Director, Technology Investment Banking at BoucherLensch Associates LLC
Industry Investment Banking
Experience
Boucher-Lensch Associates LLC January 2007 - Present
Instream Partners LLC August 2003 - August 2006
Bear Stearns June 1999 - February 2003
Hambrecht & Quist 1993 - 1996
Skills
Corporate Development, Private Equity, Investment Banking, Mergers, Venture Capital, Mergers & Acquisitions, Corporate Finance, Business Strategy, Strategic Partnerships, Equities, Investor Relations, Equity Research, Strategy, Start-ups, Management, Semiconductors, Investments, Valuation, Business Development, Due Diligence, Financial Modeling, Product Marketing, Executive Management, Competitive Analysis, Cross-functional Team...
Education
Massachusetts Institute of Technology 1980 — 1986
Ph.D., Electronic Materials Engineering
Brown University 1976 — 1980
Sc.B., Engineering
Boucher-Lensch Associates LLC January 2007 - Present
Instream Partners LLC August 2003 - August 2006
Bear Stearns June 1999 - February 2003
Hambrecht & Quist 1993 - 1996
Skills
Corporate Development, Private Equity, Investment Banking, Mergers, Venture Capital, Mergers & Acquisitions, Corporate Finance, Business Strategy, Strategic Partnerships, Equities, Investor Relations, Equity Research, Strategy, Start-ups, Management, Semiconductors, Investments, Valuation, Business Development, Due Diligence, Financial Modeling, Product Marketing, Executive Management, Competitive Analysis, Cross-functional Team...
Education
Massachusetts Institute of Technology 1980 — 1986
Ph.D., Electronic Materials Engineering
Brown University 1976 — 1980
Sc.B., Engineering
Chris Morphy Chris Morphy's Hambrecht & Quist Experience June 1983 - June 1985
Job President at Poplar Forest Capital
Industry Investment Management
Experience
Poplar Forest Capital October 2007 - Present
Gamble, Jones, Morphy & Bent May 1986 - October 2007
Hambrecht & Quist June 1983 - June 1985
Skills
Investments
Education
Menlo College 1980 — 1983
B.S., Business Administration
Trinity College-Hartford 1978 — 1980
Cate School 1974 — 1978
Poplar Forest Capital October 2007 - Present
Gamble, Jones, Morphy & Bent May 1986 - October 2007
Hambrecht & Quist June 1983 - June 1985
Skills
Investments
Education
Menlo College 1980 — 1983
B.S., Business Administration
Trinity College-Hartford 1978 — 1980
Cate School 1974 — 1978
Dan Pawliw's Hambrecht & Quist Experience 1997 - 2000
Job SVP Corporate Development
Industry Hospital & Health Care
Experience
The Medcan Clinic 2003 - Present
@Ventures 2000 - 2002
Hambrecht & Quist 1997 - 2000
Goldman Sachs 1992 - 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Queen's University 1988 — 1992
Commerce
The Medcan Clinic 2003 - Present
@Ventures 2000 - 2002
Hambrecht & Quist 1997 - 2000
Goldman Sachs 1992 - 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Queen's University 1988 — 1992
Commerce
Doris Banchik-Moxley Doris Banchik-Moxley's Hambrecht & Quist Experience 1984 - 1985
Job Broker Associate at Sotheby's International Realty
Industry Real Estate
Experience
Sothebys International Realty-Los Olivos, CA April 2000 - Present
Dabney, Resnik and Wagner 1992 - 1993
American Medical International 1985 - 1987
Hambrecht & Quist 1984 - 1985
Skills
Real Estate, Real Estate Transactions, Real Estate Finance, Investments, Sellers, Realty, Buying, Selling, Real Property, Move Up Buyers, Mergers & Acquisitions, Buyers, Relocation, Investment Properties, ABR, Short Sales, First Time Home Buyers, Sales, Rentals, New Home Sales, REO, Property Management, Residential Mortgages, New Homes, 1031 Exchanges, Strategic Planning, Mortgage Lending, Commercial Real Estate, Waterfront, Negotiation, FHA, Real Estate Development, SFR, Referrals, Property, Listings, Condos, Real Estate Economics, Foreclosures, Brokerage, Asset Management, Single Family Homes, Investors, Income Properties, Leases, Refinance, Apartments
Education
Harvard Business School 1982 — 1984
MBA, Finance
Yale University 1972 — 1974
msn, psychiatric nursing
Northeastern University 1966 — 1971
bsn, nursing
Sothebys International Realty-Los Olivos, CA April 2000 - Present
Dabney, Resnik and Wagner 1992 - 1993
American Medical International 1985 - 1987
Hambrecht & Quist 1984 - 1985
Skills
Real Estate, Real Estate Transactions, Real Estate Finance, Investments, Sellers, Realty, Buying, Selling, Real Property, Move Up Buyers, Mergers & Acquisitions, Buyers, Relocation, Investment Properties, ABR, Short Sales, First Time Home Buyers, Sales, Rentals, New Home Sales, REO, Property Management, Residential Mortgages, New Homes, 1031 Exchanges, Strategic Planning, Mortgage Lending, Commercial Real Estate, Waterfront, Negotiation, FHA, Real Estate Development, SFR, Referrals, Property, Listings, Condos, Real Estate Economics, Foreclosures, Brokerage, Asset Management, Single Family Homes, Investors, Income Properties, Leases, Refinance, Apartments
Education
Harvard Business School 1982 — 1984
MBA, Finance
Yale University 1972 — 1974
msn, psychiatric nursing
Northeastern University 1966 — 1971
bsn, nursing
Ed Craven's Hambrecht & Quist Experience 1991 - 1992
Job Consultant
Industry Financial Services
Experience
Independent Sales/Business Development Consultant 2011 - 2014
ITG October 1999 - January 2010
RBC Dominion Securities 1992 - 1999
Hambrecht & Quist 1991 - 1992
ESI (Execution Services, Inc.) 1985 - 1991
Skills
Sales, Business Development, Sales Management, Relationship Development, Launch Of New Products, Key Account Management, Equity Trading, Product Launch, Electronic Trading, Business Strategy, Management, Trading Systems, Equities, Leadership, Sales Process, Strategic Planning, Capital Markets, Team Management, Relationship Management, Financial Markets, Hedge Funds, Market Data, Fixed Income, Options
Education
Fairfield University
B.S., Finance
Fordham University - Graduate School of Business Administration
MBA
Independent Sales/Business Development Consultant 2011 - 2014
ITG October 1999 - January 2010
RBC Dominion Securities 1992 - 1999
Hambrecht & Quist 1991 - 1992
ESI (Execution Services, Inc.) 1985 - 1991
Skills
Sales, Business Development, Sales Management, Relationship Development, Launch Of New Products, Key Account Management, Equity Trading, Product Launch, Electronic Trading, Business Strategy, Management, Trading Systems, Equities, Leadership, Sales Process, Strategic Planning, Capital Markets, Team Management, Relationship Management, Financial Markets, Hedge Funds, Market Data, Fixed Income, Options
Education
Fairfield University
B.S., Finance
Fordham University - Graduate School of Business Administration
MBA
Doug Smith Doug Smith's Hambrecht & Quist Experience November 1996 - December 2000
Job Executive Vice President and CoFounder at Anaplan Inc
Industry Internet
Experience
Anaplan Inc 2009 - Present
Anaplan Inc July 2009 - September 2012
Capco September 2007 - November 2009
Symphony Technology Group 2006 - 2009
Mercury Interactive September 2000 - November 2005
Hambrecht & Quist November 1996 - December 2000
PRIME/COMPUTERVISION, Inc. (’93 revenue: $1.3 Billion) 1989 - 1996
Skills
Start-ups, Enterprise Software, SaaS, Venture Capital, Mergers, Business Strategy, Cloud Computing, Management Consulting, Corporate Development, Financial Modeling, Analytics, Business Development, Product Management, Business Intelligence, Entrepreneurship, Strategic Planning, Strategy, Strategic Partnerships, Business Analysis, New Business Development, Finance, Go-to-market Strategy, Management, Mergers & Acquisitions
Education
Northeastern University 1974 — 1976
Master of Arts (MA), International Relations and Affairs
Union College 1969 — 1973
BA, Economics
Anaplan Inc 2009 - Present
Anaplan Inc July 2009 - September 2012
Capco September 2007 - November 2009
Symphony Technology Group 2006 - 2009
Mercury Interactive September 2000 - November 2005
Hambrecht & Quist November 1996 - December 2000
PRIME/COMPUTERVISION, Inc. (’93 revenue: $1.3 Billion) 1989 - 1996
Skills
Start-ups, Enterprise Software, SaaS, Venture Capital, Mergers, Business Strategy, Cloud Computing, Management Consulting, Corporate Development, Financial Modeling, Analytics, Business Development, Product Management, Business Intelligence, Entrepreneurship, Strategic Planning, Strategy, Strategic Partnerships, Business Analysis, New Business Development, Finance, Go-to-market Strategy, Management, Mergers & Acquisitions
Education
Northeastern University 1974 — 1976
Master of Arts (MA), International Relations and Affairs
Union College 1969 — 1973
BA, Economics
John McWilliams's Hambrecht & Quist Experience March 1988 - October 1993
Job CEO, Pres. at Seaside Serenity Partners
Industry Capital Markets
Experience
Seaside Serenity Partners January 2002 - Present
Boston College Tech Trek 2006 - 2007
The Griswold Company, Inc 2006 - 2007
Labranche&Co July 1998 - December 2001
Fowler, Rosenau & Geary November 1993 - July 1999
NYSE July 1991 - June 1997
Hambrecht & Quist March 1988 - October 1993
Muriel Siebert & Co., Inc. 1981 - 1987
J.P. Dunlevy & Co. 1980 - 1981
Spear Leeds & Kellog 1975 - 1980
Skills
Series 7, Trading, Series 63, Electronic Trading, Investments, Securities, Equity Trading, Trading Systems, Hedge Funds, Equities
Education
Boston College 1972 — 2007
BS, Finance
CBA 1969 — 1972
Seaside Serenity Partners January 2002 - Present
Boston College Tech Trek 2006 - 2007
The Griswold Company, Inc 2006 - 2007
Labranche&Co July 1998 - December 2001
Fowler, Rosenau & Geary November 1993 - July 1999
NYSE July 1991 - June 1997
Hambrecht & Quist March 1988 - October 1993
Muriel Siebert & Co., Inc. 1981 - 1987
J.P. Dunlevy & Co. 1980 - 1981
Spear Leeds & Kellog 1975 - 1980
Skills
Series 7, Trading, Series 63, Electronic Trading, Investments, Securities, Equity Trading, Trading Systems, Hedge Funds, Equities
Education
Boston College 1972 — 2007
BS, Finance
CBA 1969 — 1972
Noel Lindsay Noel Lindsay's Hambrecht & Quist Experience 1994 - 1996
Job CEO of Sleep Science Partners, Inc.
Industry Health, Wellness and Fitness
Experience
Sleep Science Partners, Inc. February 2006 - Present
Thematic Investments April 2003 - February 2006
TeleSoft Partners 1999 - 2000
Deutsche Bank 1996 - 1998
Hambrecht & Quist 1994 - 1996
Cisco Systems 1993 - 1994
Crescendo Communications 1991 - 1993
Sun Microsystems 1989 - 1991
Skills
Product Management, Venture Capital, Investments, Entrepreneur, Private Equity, Due Diligence, Investment Banking, Competitive Analysis, Product Development, Healthcare, Product Marketing, Analysis, Business Strategy, Analytics, Strategic Planning, Fundraising, Product Strategy, Start-ups, Business Modeling, Marketing Strategy, Financial Analysis, Executive Management, New Business Development, Research, Modeling, Entrepreneurship, Equity Research, Product Launch, Valuation, Financial Modeling, Market Analysis, Competitive Intelligence, Investor Relations, Contract Negotiations, M&A experience, Competitive Strategy, Online Marketing
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MBA
University of Wisconsin-Madison 1978 — 1982
BSEE
Sleep Science Partners, Inc. February 2006 - Present
Thematic Investments April 2003 - February 2006
TeleSoft Partners 1999 - 2000
Deutsche Bank 1996 - 1998
Hambrecht & Quist 1994 - 1996
Cisco Systems 1993 - 1994
Crescendo Communications 1991 - 1993
Sun Microsystems 1989 - 1991
Skills
Product Management, Venture Capital, Investments, Entrepreneur, Private Equity, Due Diligence, Investment Banking, Competitive Analysis, Product Development, Healthcare, Product Marketing, Analysis, Business Strategy, Analytics, Strategic Planning, Fundraising, Product Strategy, Start-ups, Business Modeling, Marketing Strategy, Financial Analysis, Executive Management, New Business Development, Research, Modeling, Entrepreneurship, Equity Research, Product Launch, Valuation, Financial Modeling, Market Analysis, Competitive Intelligence, Investor Relations, Contract Negotiations, M&A experience, Competitive Strategy, Online Marketing
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MBA
University of Wisconsin-Madison 1978 — 1982
BSEE
Barbara Hourihan Barbara Hourihan's Hambrecht & Quist Experience 1987 - 1993
Job Senior V.P. at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1993 - Present
Investment Advisor 1992 - Present
Morgan Stanley 1992 - Present
Hambrecht & Quist 1987 - 1993
Skills
38 years Investment..., Financial Analysis, Risk Management
Education
Northern Illinois University 1967 — 1971
Bachelor of Science (B.S.), Education
Morgan Stanley 1993 - Present
Investment Advisor 1992 - Present
Morgan Stanley 1992 - Present
Hambrecht & Quist 1987 - 1993
Skills
38 years Investment..., Financial Analysis, Risk Management
Education
Northern Illinois University 1967 — 1971
Bachelor of Science (B.S.), Education
Becca Tessin Becca Tessin's Hambrecht & Quist Experience June 1999 - June 2000
Job Director of Corporate Operations at Acuitas Investments
Industry Investment Management
Experience
Acuitas Investments January 2011 - Present
Luminary Capital April 2002 - June 2003
JPMorgan Chase June 2000 - April 2002
Hambrecht & Quist June 1999 - June 2000
Alex. Brown & Sons September 1998 - June 1999
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance
University of California, Santa Barbara 1989 — 1993
Bachelor's degree, Communication, Political Science
Acuitas Investments January 2011 - Present
Luminary Capital April 2002 - June 2003
JPMorgan Chase June 2000 - April 2002
Hambrecht & Quist June 1999 - June 2000
Alex. Brown & Sons September 1998 - June 1999
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance
University of California, Santa Barbara 1989 — 1993
Bachelor's degree, Communication, Political Science
Sheila Bowman Ennis Sheila Bowman Ennis's Hambrecht & Quist Experience November 1987 - 1990
Job Senior Vice President at ICR
Industry Capital Markets
Experience
ICR February 2013 - Present
Hypatia Capital December 2011 - December 2012
McNamee Lawrence & Co. July 2007 - August 2011
Off the Record Research October 2005 - March 2007
J.P. Morgan 1999 - 2002
H&Q 1990 - 1999
Hambrecht & Quist November 1987 - 1990
Skills
Corporate Positioning, Executive Positioning, Strategic Communications, Mergers, Private Equity, Business Strategy, Start-ups, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments, Equities, Valuation, Capital Markets, Equity Research, IPO, Alternative Investments, Financial Modeling, Business Valuation, Corporate Development, Investor Relations, Portfolio Management, Trading, Private Placements
Education
Brown University
AB, Law and Society
ICR February 2013 - Present
Hypatia Capital December 2011 - December 2012
McNamee Lawrence & Co. July 2007 - August 2011
Off the Record Research October 2005 - March 2007
J.P. Morgan 1999 - 2002
H&Q 1990 - 1999
Hambrecht & Quist November 1987 - 1990
Skills
Corporate Positioning, Executive Positioning, Strategic Communications, Mergers, Private Equity, Business Strategy, Start-ups, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments, Equities, Valuation, Capital Markets, Equity Research, IPO, Alternative Investments, Financial Modeling, Business Valuation, Corporate Development, Investor Relations, Portfolio Management, Trading, Private Placements
Education
Brown University
AB, Law and Society
Aaron Travis's Hambrecht & Quist Experience 1995 - 2000
Job VP Business Development at Madison Reed
Industry Consumer Goods
Experience
Madison Reed July 2015 - Present
Deal Labs August 2014 - Present
Deal Labs August 2013 - August 2014
CircleUp August 2012 - August 2013
Peter Imlay Associates 2008 - March 2010
ThinkEquity Partners February 2005 - 2008
Wells Fargo February 2002 - February 2005
Thomas Weisel Partners January 2000 - February 2002
Hambrecht & Quist 1995 - 2000
Skills
Equities, Trading, Institutional, Series 7, Series 63, Series 24, Capital Markets, Bloomberg Terminal, Investment Banking, Crowdfunding, Alternative Investments, Derivatives, Asset Managment, Equity Trading, FINRA, Hedge Funds, Private Equity, Investments, Securities, Trading Systems, Valuation, Venture Capital, Private Placements
Education
Georgetown University
BS, Finance
Cherry Creek High School
BS, Finance
Madison Reed July 2015 - Present
Deal Labs August 2014 - Present
Deal Labs August 2013 - August 2014
CircleUp August 2012 - August 2013
Peter Imlay Associates 2008 - March 2010
ThinkEquity Partners February 2005 - 2008
Wells Fargo February 2002 - February 2005
Thomas Weisel Partners January 2000 - February 2002
Hambrecht & Quist 1995 - 2000
Skills
Equities, Trading, Institutional, Series 7, Series 63, Series 24, Capital Markets, Bloomberg Terminal, Investment Banking, Crowdfunding, Alternative Investments, Derivatives, Asset Managment, Equity Trading, FINRA, Hedge Funds, Private Equity, Investments, Securities, Trading Systems, Valuation, Venture Capital, Private Placements
Education
Georgetown University
BS, Finance
Cherry Creek High School
BS, Finance
Jayne Weliska Jayne Weliska's Hambrecht & Quist Experience January 1986 - January 1988
Job Financial Services Professional
Industry Financial Services
Experience
StockCross Financial September 2009 - January 2010
Hudson Securities June 2008 - September 2008
Broadpoint Securities February 2002 - May 2008
J P January 1991 - January 2001
Waterville Valley Resort January 1990 - January 1991
Account Pros January 1989 - January 1990
Hambrecht & Quist January 1986 - January 1988
Paine Webber January 1985 - January 1986
Kidder Peabody May 1982 - January 1985
Skills
Trading, Customer Relations, Negotiation, Equities, Series 7, Investment Banking, Bloomberg, Equity Trading, Securities, Research, Microsoft Office, Series 63, Customer Service, Excel, Word, Outlook, Hedge Funds, FINRA, Microsoft Excel, Microsoft Word
Education
Colby-Sawyer College
Bachelor of Arts
StockCross Financial September 2009 - January 2010
Hudson Securities June 2008 - September 2008
Broadpoint Securities February 2002 - May 2008
J P January 1991 - January 2001
Waterville Valley Resort January 1990 - January 1991
Account Pros January 1989 - January 1990
Hambrecht & Quist January 1986 - January 1988
Paine Webber January 1985 - January 1986
Kidder Peabody May 1982 - January 1985
Skills
Trading, Customer Relations, Negotiation, Equities, Series 7, Investment Banking, Bloomberg, Equity Trading, Securities, Research, Microsoft Office, Series 63, Customer Service, Excel, Word, Outlook, Hedge Funds, FINRA, Microsoft Excel, Microsoft Word
Education
Colby-Sawyer College
Bachelor of Arts
Patrick Lee Patrick Lee's Hambrecht & Quist Experience September 1995 - December 1999
Job Partner at WTI
Industry Venture Capital & Private Equity
Experience
Western Technology Investment November 2012 - Present
Pinnacle Ventures January 2004 - November 2012
JPMorgan Partners September 1998 - December 2003
Hambrecht & Quist September 1995 - December 1999
Skills
Venture Capital, Private Equity, Corporate Development, Growth Capital, Start-ups, Mergers, Deal Sourcing, Due Diligence, Investments, Entrepreneurship, Valuation, Angel Investing
Education
Harvard Business School 1993 — 1995
MBA
Queen's University 1986 — 1990
BComm, Economics
Western Technology Investment November 2012 - Present
Pinnacle Ventures January 2004 - November 2012
JPMorgan Partners September 1998 - December 2003
Hambrecht & Quist September 1995 - December 1999
Skills
Venture Capital, Private Equity, Corporate Development, Growth Capital, Start-ups, Mergers, Deal Sourcing, Due Diligence, Investments, Entrepreneurship, Valuation, Angel Investing
Education
Harvard Business School 1993 — 1995
MBA
Queen's University 1986 — 1990
BComm, Economics
Anna Marie Tee's Hambrecht & Quist Experience January 1986 - January 1987
Job Financial Services Professional
Industry Financial Services
Experience
H&R Block October 2014 - Present
H&R Block January 2010 - Present
Edward Jones & Co January 2006 - September 2011
The Bank of New York January 1994 - January 1996
Kronish Lieb, Ambac, UFT, The Bank January 1992 - January 1994
Gruntal International January 1987 - January 1992
Hambrecht & Quist January 1986 - January 1987
Skills
Investments, Trading, Spanish, Employee Benefits, Tax, Sales, Series 63, French, Retail, Research, Mutual Funds, Strategic Financial..., Series 7, Securities, Financial Analysis, Retirement Planning, Finance, Equities, Wealth Management, Financial Services, Financial Advisory, Financial Planning, Cash Management, Accounting
Education
Barnard College
B.A, Economics
Scarsdale High School
High School, Honors
H&R Block October 2014 - Present
H&R Block January 2010 - Present
Edward Jones & Co January 2006 - September 2011
The Bank of New York January 1994 - January 1996
Kronish Lieb, Ambac, UFT, The Bank January 1992 - January 1994
Gruntal International January 1987 - January 1992
Hambrecht & Quist January 1986 - January 1987
Skills
Investments, Trading, Spanish, Employee Benefits, Tax, Sales, Series 63, French, Retail, Research, Mutual Funds, Strategic Financial..., Series 7, Securities, Financial Analysis, Retirement Planning, Finance, Equities, Wealth Management, Financial Services, Financial Advisory, Financial Planning, Cash Management, Accounting
Education
Barnard College
B.A, Economics
Scarsdale High School
High School, Honors
Barbara Doherty Tax Law's Hambrecht & Quist Experience 1998 - 1999
Job CA Tax Attorney Focus in Controversy and Litigation (925) 9548625 tel
Industry Legal Services
Experience
Barbara Doherty JD LLM June 2011 - Present
William E. Taggart, Jr. May 2009 - Present
Bertorelli, Gandi, Won & Behti CPAs January 2005 - April 2009
Ernst and Young January 2007 - February 2008
East Bay, CA CPA 2000 - 2005
Hambrecht & Quist 1998 - 1999
Skills
Tax, Tax Law, Litigation, Tax Preparation, Partnership Taxation, Tax Research, Forensic Accounting, Tax Returns, Tax Accounting, Accounting, Account Reconciliation, GAAP, Income Tax, Finance
Education
Golden Gate University 2008 — 2010
LLM, Taxation
Golden Gate University 1994 — 1998
JD
California State University-East Bay 1992 — 1994
BS, Accounting
Barbara Doherty JD LLM June 2011 - Present
William E. Taggart, Jr. May 2009 - Present
Bertorelli, Gandi, Won & Behti CPAs January 2005 - April 2009
Ernst and Young January 2007 - February 2008
East Bay, CA CPA 2000 - 2005
Hambrecht & Quist 1998 - 1999
Skills
Tax, Tax Law, Litigation, Tax Preparation, Partnership Taxation, Tax Research, Forensic Accounting, Tax Returns, Tax Accounting, Accounting, Account Reconciliation, GAAP, Income Tax, Finance
Education
Golden Gate University 2008 — 2010
LLM, Taxation
Golden Gate University 1994 — 1998
JD
California State University-East Bay 1992 — 1994
BS, Accounting
Sally Hartman Sally Hartman's Hambrecht & Quist Experience 1983 - 1985
Job Manager at Onaway Investments
Industry
Experience
Onaway Investments June 2005 - Present
IBM 1985 - 1987
Hambrecht & Quist 1983 - 1985
Atari 1982 - 1984
Skills
Public Speaking, Customer Service, Strategic Planning, Marketing Strategy, Strategy, Program Management
Education
Harvard Business School 1980 — 1982
MBA
University of Southern California 1977 — 1980
BSEE
Onaway Investments June 2005 - Present
IBM 1985 - 1987
Hambrecht & Quist 1983 - 1985
Atari 1982 - 1984
Skills
Public Speaking, Customer Service, Strategic Planning, Marketing Strategy, Strategy, Program Management
Education
Harvard Business School 1980 — 1982
MBA
University of Southern California 1977 — 1980
BSEE
Jean Christofferson Jean Christofferson's Hambrecht & Quist Experience September 1987 - June 1993
Job SaaS Technology Architect, Founder RelevantTools, Email Campaign Marketing, Full Stack Developer
Industry Internet
Experience
Relevant Power, Producer of Relevant® Tools email marketing solution May 2001 - Present
Ensemble Information Systems June 1992 - June 2001
Hambrecht & Quist September 1987 - June 1993
Stratus Computer January 1985 - September 1987
Skills
Email Marketing, E-commerce, Social Media Marketing, SEO, Start-ups, Management, Web Applications, Entrepreneurship, Leadership, Marketing Strategy, Social Networking, Strategic Partnerships, Online Advertising, Social Media, Consulting, Small Business, Online Marketing, Digital Marketing, Software Project..., Software Development, Agile Methodologies, Scrum, Unix, C++, Programming, Web Development, Web Services, Web Analytics, Website Development, B2B, Integration
Education
San Francisco State University
Bachelor's Degree
Relevant Power, Producer of Relevant® Tools email marketing solution May 2001 - Present
Ensemble Information Systems June 1992 - June 2001
Hambrecht & Quist September 1987 - June 1993
Stratus Computer January 1985 - September 1987
Skills
Email Marketing, E-commerce, Social Media Marketing, SEO, Start-ups, Management, Web Applications, Entrepreneurship, Leadership, Marketing Strategy, Social Networking, Strategic Partnerships, Online Advertising, Social Media, Consulting, Small Business, Online Marketing, Digital Marketing, Software Project..., Software Development, Agile Methodologies, Scrum, Unix, C++, Programming, Web Development, Web Services, Web Analytics, Website Development, B2B, Integration
Education
San Francisco State University
Bachelor's Degree
Fred Wasch Fred Wasch's Hambrecht & Quist Experience May 1998 - May 1999
Job Managing Partner and Chief Financial Officer at Raging Capital Management, LLC
Industry Financial Services
Experience
Raging Capital Management, LLC January 2015 - Present
Raging Capital Management, LLC March 2011 - December 2014
Frederick Wasch Consulting September 2005 - March 2011
CallStreet, LLC October 2001 - June 2005
Hambrecht & Quist May 1998 - May 1999
Hambrecht & Quist May 1996 - April 1998
Hambrecht & Quist February 1995 - April 1996
Skills
Financial Modeling, Investments, Finance, Business Development, Market Analysis, Venture Capital, Private Equity, Corporate Development, Hedge Funds, Alternative Investments, Valuation, Due Diligence
Education
Columbia Business School 1999 — 2001
MBA, Finance
Princeton University 1990 — 1994
A.B., Political Science and Economics
Choate Rosemary Hall 1984 — 1988
Raging Capital Management, LLC January 2015 - Present
Raging Capital Management, LLC March 2011 - December 2014
Frederick Wasch Consulting September 2005 - March 2011
CallStreet, LLC October 2001 - June 2005
Hambrecht & Quist May 1998 - May 1999
Hambrecht & Quist May 1996 - April 1998
Hambrecht & Quist February 1995 - April 1996
Skills
Financial Modeling, Investments, Finance, Business Development, Market Analysis, Venture Capital, Private Equity, Corporate Development, Hedge Funds, Alternative Investments, Valuation, Due Diligence
Education
Columbia Business School 1999 — 2001
MBA, Finance
Princeton University 1990 — 1994
A.B., Political Science and Economics
Choate Rosemary Hall 1984 — 1988
Scott McLaughlin Scott McLaughlin's Hambrecht & Quist Experience 1997 - 2001
Job Managing Director, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
Barrie Fiske's Hambrecht & Quist Experience June 1993 - 1997
Job Board Member and CoChair of Development, The Campaign for Tobacco Free Kids
Industry Nonprofit Organization Management
Experience
Campaign for Tobacco-Free Kids November 2005 - Present
The Morse Foundation January 2015 - Present
Tobacco Control Advocacy 2003 - Present
Fishers Island Health Project 2001 - 2015
Hambrecht & Quist June 1993 - 1997
Hambrecht & Quist 1990 - June 1993
Dean Witter Reynolds 1987 - 1989
Skills
Philanthropy, Fundraising, Social Entrepreneurship, Volunteer Management, Nonprofits, Marketing Strategy, Leadership, Nonprofit Boards, Business Development, Strategic Communications, Program Development, Community Outreach, Grant Writing, Strategic Planning, Management
Education
University of California, Berkeley 1980 — 1983
Bachelor of Science (BS), Business Administration
Campaign for Tobacco-Free Kids November 2005 - Present
The Morse Foundation January 2015 - Present
Tobacco Control Advocacy 2003 - Present
Fishers Island Health Project 2001 - 2015
Hambrecht & Quist June 1993 - 1997
Hambrecht & Quist 1990 - June 1993
Dean Witter Reynolds 1987 - 1989
Skills
Philanthropy, Fundraising, Social Entrepreneurship, Volunteer Management, Nonprofits, Marketing Strategy, Leadership, Nonprofit Boards, Business Development, Strategic Communications, Program Development, Community Outreach, Grant Writing, Strategic Planning, Management
Education
University of California, Berkeley 1980 — 1983
Bachelor of Science (BS), Business Administration
Trey Laird Trey Laird's Hambrecht & Quist Experience February 1996 - June 2000
Job Managing Director FBR
Industry Financial Services
Experience
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
Nonna Pastore Nonna Pastore's Hambrecht & Quist Experience 1995 - 2000
Job
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wells Fargo Bank January 2006 - January 2009
Technology and Financial Services companies 2000 - 2003
Hambrecht & Quist 1995 - 2000
Skills
Analytics, Banking, Competitive Analysis, Digital Marketing, Financial Services, Internet, Portfolio Management, Product Management, Product Marketing, Relationship Management, Sales, Strategy, Wealth Management, Cross-functional Team..., Program Management, Leadership, Strategic Partnerships, Marketing, Management, Business Strategy, Marketing Strategy, Vendor Management, Business Analysis, CRM, Risk Management
Education
University of California, Berkeley 2003 — 2004
Project Management
University of California, Los Angeles 1986 — 1991
Bachelor of Arts (BA), Political Science and Government
Wells Fargo 2009 - Present
Wells Fargo Bank January 2006 - January 2009
Technology and Financial Services companies 2000 - 2003
Hambrecht & Quist 1995 - 2000
Skills
Analytics, Banking, Competitive Analysis, Digital Marketing, Financial Services, Internet, Portfolio Management, Product Management, Product Marketing, Relationship Management, Sales, Strategy, Wealth Management, Cross-functional Team..., Program Management, Leadership, Strategic Partnerships, Marketing, Management, Business Strategy, Marketing Strategy, Vendor Management, Business Analysis, CRM, Risk Management
Education
University of California, Berkeley 2003 — 2004
Project Management
University of California, Los Angeles 1986 — 1991
Bachelor of Arts (BA), Political Science and Government
Alex Sloan Alex Sloan's Hambrecht & Quist Experience 1999 - 2002
Job Director of Strategic Partnerships
Industry Philanthropy
Experience
Tides July 2015 - Present
Excelerate Foundation 1992 - Present
Skoll Foundation 2012 - 2015
Consultant 2009 - 2011
Expansion Capital Partners 2006 - 2009
Blackwolf Partners 2004 - 2006
JP Morgan Partners 2001 - 2002
Hambrecht & Quist 1999 - 2002
Vietnam Fund Management Company Ltd 1993 - 1996
USAID 1992 - 1993
Skills
Venture Capital, Private Equity, Strategic Planning, Start-ups, Cleantech, Entrepreneur, Investments, Due Diligence, Business Strategy, New Business Development, Fundraising, Strategy Development, Portfolio Management, Team Building, Coaching, Public Speaking, Team Leadership, Philanthropy, Social Entrepreneurship, Social Enterprise, Entrepreneurship, Nonprofits, Business Development, Finance, Strategy, Strategic Partnerships, Impact Investing, Leadership, Alternative Investments, Management Consulting, Management, Corporate Development, Mentoring, Grants
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA
Tulane University 1987 — 1991
BA
The Chinese University of Hong Kong 1989 — 1990
Junior year
Tides July 2015 - Present
Excelerate Foundation 1992 - Present
Skoll Foundation 2012 - 2015
Consultant 2009 - 2011
Expansion Capital Partners 2006 - 2009
Blackwolf Partners 2004 - 2006
JP Morgan Partners 2001 - 2002
Hambrecht & Quist 1999 - 2002
Vietnam Fund Management Company Ltd 1993 - 1996
USAID 1992 - 1993
Skills
Venture Capital, Private Equity, Strategic Planning, Start-ups, Cleantech, Entrepreneur, Investments, Due Diligence, Business Strategy, New Business Development, Fundraising, Strategy Development, Portfolio Management, Team Building, Coaching, Public Speaking, Team Leadership, Philanthropy, Social Entrepreneurship, Social Enterprise, Entrepreneurship, Nonprofits, Business Development, Finance, Strategy, Strategic Partnerships, Impact Investing, Leadership, Alternative Investments, Management Consulting, Management, Corporate Development, Mentoring, Grants
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA
Tulane University 1987 — 1991
BA
The Chinese University of Hong Kong 1989 — 1990
Junior year
Doreen (Doreen Bender) Justice Doreen (Doreen Bender) Justice's Hambrecht & Quist Experience 1983 - 1984
Job Business Development/Sales
Industry Investment Management
Experience
Contractor-self employed 2012 - Present
Goldman Sachs 1986 - 1992
Golder, Thoma & Cressey 1985 - 1986
Hambrecht & Quist 1983 - 1984
Contiki Holidays 1980 - 1983
Skills
Sales/Business...
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Business Administration (MBA), Finance/Marketing
California State University-Chico 1976 — 1980
B.S. and B.A., B.S. in Business Administration and B.A. in Economics
Contractor-self employed 2012 - Present
Goldman Sachs 1986 - 1992
Golder, Thoma & Cressey 1985 - 1986
Hambrecht & Quist 1983 - 1984
Contiki Holidays 1980 - 1983
Skills
Sales/Business...
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Business Administration (MBA), Finance/Marketing
California State University-Chico 1976 — 1980
B.S. and B.A., B.S. in Business Administration and B.A. in Economics
Chel Svendsgaard Chel Svendsgaard's Hambrecht & Quist Experience 1996 - 1998
Job Program Manager at Kaiser Foundation Health Plan
Industry Hospital & Health Care
Experience
Kaiser Foundation Health Plan January 2005 - Present
JPMorgan Chase 2001 - 2002
Chase Securities, Inc. 1998 - 2001
Hambrecht & Quist 1996 - 1998
Hambrecht & Quist 1980 - 1991
Skills
Project Management, Program Management, SDLC, Process Improvement, PMP, Management, Visio, Cross-functional Team..., Business Analysis, ITIL, Leadership, Strategy, Healthcare Information..., Team Building, Business Process Design, Customer Service, HIPAA, Healthcare Management, Healthcare Industry, Hospitals, Privacy Compliance, Performance Improvement
Education
University of California, San Francisco 2014 — 2015
Master's Degree, Healthcare Administration
California State University-East Bay 2010 — 2013
Bachelor's degree, Business Administration, Management and Finance, 3.7
San Francisco State University 2004 — 2008
Berkeley City College
Kaiser Foundation Health Plan January 2005 - Present
JPMorgan Chase 2001 - 2002
Chase Securities, Inc. 1998 - 2001
Hambrecht & Quist 1996 - 1998
Hambrecht & Quist 1980 - 1991
Skills
Project Management, Program Management, SDLC, Process Improvement, PMP, Management, Visio, Cross-functional Team..., Business Analysis, ITIL, Leadership, Strategy, Healthcare Information..., Team Building, Business Process Design, Customer Service, HIPAA, Healthcare Management, Healthcare Industry, Hospitals, Privacy Compliance, Performance Improvement
Education
University of California, San Francisco 2014 — 2015
Master's Degree, Healthcare Administration
California State University-East Bay 2010 — 2013
Bachelor's degree, Business Administration, Management and Finance, 3.7
San Francisco State University 2004 — 2008
Berkeley City College
Chinam Kry Chinam Kry's Hambrecht & Quist Experience August 1996 - May 1999
Job Enterprise Sales and Marketing Leader
Industry Computer Software
Experience
Workday March 2014 - Present
Workday August 2011 - February 2014
Kronos Inc. September 2009 - August 2011
ADP July 2003 - September 2009
edu.com August 2000 - July 2001
Intuit May 1999 - August 2000
Hambrecht & Quist August 1996 - May 1999
Skills
Enterprise Software, CRM, Strategy, Product Marketing, SaaS, Product Management, Business Development, Sales, Start-ups, Go-to-market Strategy, Cloud Computing, Solution Selling, Leadership, Cross-functional Team..., Sales Process, Selling, Analytics, Demand Generation, Marketing Strategy, Strategic Partnerships, Professional Services, Sales Enablement, Product Launch, Program Management, Pre-sales, Sales Management, Sales Operations, Management, Salesforce.com, Marketing, Integrated Marketing, Executive Management, global HCM, Competitive Analysis, Workforce Management, Mergers & Acquisitions, Strategic Investment, Investment Banking, Venture Capital, Corporate Development, Payroll, Market Research, Customer Insight, Business Intelligence, Product Strategies
Education
Harvard Business School 2001 — 2003
MBA
Yale University 1992 — 1996
B.A.
Salisbury School
Workday March 2014 - Present
Workday August 2011 - February 2014
Kronos Inc. September 2009 - August 2011
ADP July 2003 - September 2009
edu.com August 2000 - July 2001
Intuit May 1999 - August 2000
Hambrecht & Quist August 1996 - May 1999
Skills
Enterprise Software, CRM, Strategy, Product Marketing, SaaS, Product Management, Business Development, Sales, Start-ups, Go-to-market Strategy, Cloud Computing, Solution Selling, Leadership, Cross-functional Team..., Sales Process, Selling, Analytics, Demand Generation, Marketing Strategy, Strategic Partnerships, Professional Services, Sales Enablement, Product Launch, Program Management, Pre-sales, Sales Management, Sales Operations, Management, Salesforce.com, Marketing, Integrated Marketing, Executive Management, global HCM, Competitive Analysis, Workforce Management, Mergers & Acquisitions, Strategic Investment, Investment Banking, Venture Capital, Corporate Development, Payroll, Market Research, Customer Insight, Business Intelligence, Product Strategies
Education
Harvard Business School 2001 — 2003
MBA
Yale University 1992 — 1996
B.A.
Salisbury School
Reed Minuth Reed Minuth's Hambrecht & Quist Experience 1996 - 2001
Job Principal at Parallel Advisors, LLC
Industry Investment Management
Experience
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School
Abby Adlerman's Hambrecht & Quist Experience 1988 - 1998
Job Founder & CEO
Industry Executive Office
Experience
Boardspan Inc. May 2014 - Present
Russell Reynolds Associates 2010 - March 2012
Russell Reynolds Associates 2005 - 2010
Perseus Group (now GCA Savvian) 2003 - 2005
Next Monet/Visualize 1998 - 2003
Hambrecht & Quist 1988 - 1998
Skills
Corporate Finance, Professional Services, Management, Management Consulting, Business Strategy, Financial Services, New Business Development, Strategic Planning, Executive Search, Leadership, Project Management, Business Development, Start-ups, Private Equity, Strategy, Investment Banking, Executive Management, Investments, Team Leadership, Recruiting
Education
Yale University School of Management 1984 — 1986
MPPM (MBA)
Lafayette College 1978 — 1982
BS Engineering
Boardspan Inc. May 2014 - Present
Russell Reynolds Associates 2010 - March 2012
Russell Reynolds Associates 2005 - 2010
Perseus Group (now GCA Savvian) 2003 - 2005
Next Monet/Visualize 1998 - 2003
Hambrecht & Quist 1988 - 1998
Skills
Corporate Finance, Professional Services, Management, Management Consulting, Business Strategy, Financial Services, New Business Development, Strategic Planning, Executive Search, Leadership, Project Management, Business Development, Start-ups, Private Equity, Strategy, Investment Banking, Executive Management, Investments, Team Leadership, Recruiting
Education
Yale University School of Management 1984 — 1986
MPPM (MBA)
Lafayette College 1978 — 1982
BS Engineering
Sanu Desai Sanu Desai's Hambrecht & Quist Experience 1995 - 2002
Job Managing Director, Torch Partners
Industry Investment Banking
Experience
Torch Partners 2009 - Present
Desai Partners 2004 - 2009
JPMorgan Chase 2000 - 2002
Hambrecht & Quist 1995 - 2002
Apple Inc. 1994 - 1994
Milestone Partners 1992 - 1993
Morgan Stanley 1989 - 1992
Skills
Series 7, Series 63, Series 24, Mergers & Acquisitions, Capital Raising, IPO, Internet, Digital Media, E-commerce, SaaS, Start-ups, Corporate Advisory, Leadership, Strategy, Angel Investing, Venture Capital, Mergers, Corporate Development, Investments, Finance, Private Placements, Strategic Partnerships, Business Strategy, Executive Management, Management, Financial Modeling, Growth Capital, Corporate Finance, Entrepreneurship, Investment Banking, Private Equity, Business Development, Due Diligence, M&A experience, LBO, Valuation, Hedge Funds, Investor Relations, Deal Sourcing, Emerging Markets, Equity Research, Venture Financing, Equity Capital Markets, Alternative Investments
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
UCLA 1984 — 1989
BS, Cybernetics
Torch Partners 2009 - Present
Desai Partners 2004 - 2009
JPMorgan Chase 2000 - 2002
Hambrecht & Quist 1995 - 2002
Apple Inc. 1994 - 1994
Milestone Partners 1992 - 1993
Morgan Stanley 1989 - 1992
Skills
Series 7, Series 63, Series 24, Mergers & Acquisitions, Capital Raising, IPO, Internet, Digital Media, E-commerce, SaaS, Start-ups, Corporate Advisory, Leadership, Strategy, Angel Investing, Venture Capital, Mergers, Corporate Development, Investments, Finance, Private Placements, Strategic Partnerships, Business Strategy, Executive Management, Management, Financial Modeling, Growth Capital, Corporate Finance, Entrepreneurship, Investment Banking, Private Equity, Business Development, Due Diligence, M&A experience, LBO, Valuation, Hedge Funds, Investor Relations, Deal Sourcing, Emerging Markets, Equity Research, Venture Financing, Equity Capital Markets, Alternative Investments
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
UCLA 1984 — 1989
BS, Cybernetics
Kenneth Guernsey's Hambrecht & Quist Experience June 1984 - May 1988
Job Partner at Cooley LLP
Industry Law Practice
Experience
Cooley LLP May 1988 - Present
Hambrecht & Quist June 1984 - May 1988
Hambrecht & Quist November 1982 - June 1984
Cooley Godward Kronish LLP September 1978 - November 1982
ASUCLA 1974 - 1978
Skills
Technology, Venture Capital, Horses, Venture Financing, SEC filings, Corporate Governance, Mergers, IPO, Public Equity Offerings, Mergers & Acquisitions, Start-ups, Securities Regulation, Private Placements, Joint Ventures, Private Equity, Licensing, Corporate Law, Trade Secrets, Corporate Development
Education
UCLA Anderson School of Management 1975 — 1978
MBA, Finance
University of California, Los Angeles - School of Law 1974 — 1978
JD, Law
University of California, Los Angeles 1970 — 1974
BA, Mathematics
Cooley LLP May 1988 - Present
Hambrecht & Quist June 1984 - May 1988
Hambrecht & Quist November 1982 - June 1984
Cooley Godward Kronish LLP September 1978 - November 1982
ASUCLA 1974 - 1978
Skills
Technology, Venture Capital, Horses, Venture Financing, SEC filings, Corporate Governance, Mergers, IPO, Public Equity Offerings, Mergers & Acquisitions, Start-ups, Securities Regulation, Private Placements, Joint Ventures, Private Equity, Licensing, Corporate Law, Trade Secrets, Corporate Development
Education
UCLA Anderson School of Management 1975 — 1978
MBA, Finance
University of California, Los Angeles - School of Law 1974 — 1978
JD, Law
University of California, Los Angeles 1970 — 1974
BA, Mathematics
Eric Keating Eric Keating's Hambrecht & Quist Experience September 1997 - September 2001
Job Owner of Keating Wines
Industry Wine and Spirits
Experience
Keating Wines July 2008 - Present
VJB December 2006 - August 2008
Broadpoint Capital (previously First Albany Capital) 2002 - 2005
First Albany 2002 - 2005
Hambrecht & Quist September 1997 - September 2001
Skills
Wine, Winemaking, Series 7, Equities, Wineries, Investments, Venture Capital, Trading, Valuation, IPO, Start-ups, Hedge Funds, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Capital Markets, Equity Research, Private Equity, Investment Banking
Education
Santa Clara University - Leavey School of Business 1994 — 1997
Finance
Keating Wines July 2008 - Present
VJB December 2006 - August 2008
Broadpoint Capital (previously First Albany Capital) 2002 - 2005
First Albany 2002 - 2005
Hambrecht & Quist September 1997 - September 2001
Skills
Wine, Winemaking, Series 7, Equities, Wineries, Investments, Venture Capital, Trading, Valuation, IPO, Start-ups, Hedge Funds, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Capital Markets, Equity Research, Private Equity, Investment Banking
Education
Santa Clara University - Leavey School of Business 1994 — 1997
Finance
Randy Manley Randy Manley's Hambrecht & Quist Experience 1988 - 1989
Job Owner, Lodestar
Industry Financial Services
Experience
Lodestar FounderMake It Real Foundation2008 - April 2013
Hambrecht & Quist 1988 - 1989
Hambrecht & Quist 1985 - 1988
Cooley Godward 1980 - 1983
Skills
Asset Managment, Strategic Partnerships, Asset Management, Business Strategy, Mergers & Acquisitions, Strategy, Management Consulting, Start-ups, Business Development, Strategic Planning, Marketing Strategy
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Finance
University of California, Hastings College of the Law 1977 — 1980
JD, Securities
Duke University School of Law 1975 — 1976
Law
Stanford University 1971 — 1975
Lodestar FounderMake It Real Foundation2008 - April 2013
Hambrecht & Quist 1988 - 1989
Hambrecht & Quist 1985 - 1988
Cooley Godward 1980 - 1983
Skills
Asset Managment, Strategic Partnerships, Asset Management, Business Strategy, Mergers & Acquisitions, Strategy, Management Consulting, Start-ups, Business Development, Strategic Planning, Marketing Strategy
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Finance
University of California, Hastings College of the Law 1977 — 1980
JD, Securities
Duke University School of Law 1975 — 1976
Law
Stanford University 1971 — 1975
Lydia Iantosca's Hambrecht & Quist Experience 1996 - 1999
Job Benefit Specialist Team Leader at Mercer
Industry Financial Services
Experience
Merchant Services Industry December 2013 - July 2014
Heartland Payment Systems May 2013 - November 2013
Bank of America January 2010 - October 2012
Bank of America April 2009 - December 2009
Bank of America March 2008 - April 2009
Bank of America August 2004 - March 2008
Credit Suisse First Boston 1999 - 2003
Hambrecht & Quist 1996 - 1999
Skills
Strategic Planning, Cross-functional Team..., Microsoft Excel, Banking, Financial Services, Wealth Management, Investments, Risk Management, Project Management, Credit, Relationship Management, Sales, Portfolio Management, Loans, Mortgage Lending, Finance, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Bentley University 1994 — 1996
BS
Boston Latin Academy 1984 — 1989
HS Diploma
Merchant Services Industry December 2013 - July 2014
Heartland Payment Systems May 2013 - November 2013
Bank of America January 2010 - October 2012
Bank of America April 2009 - December 2009
Bank of America March 2008 - April 2009
Bank of America August 2004 - March 2008
Credit Suisse First Boston 1999 - 2003
Hambrecht & Quist 1996 - 1999
Skills
Strategic Planning, Cross-functional Team..., Microsoft Excel, Banking, Financial Services, Wealth Management, Investments, Risk Management, Project Management, Credit, Relationship Management, Sales, Portfolio Management, Loans, Mortgage Lending, Finance, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Bentley University 1994 — 1996
BS
Boston Latin Academy 1984 — 1989
HS Diploma
Sam Kingsland Sam Kingsland's Hambrecht & Quist Experience 1991 - 1998
Job Investor, Director & Advisor. And working on big new things...
Industry Venture Capital & Private Equity
Experience
Simility 2014 - Present
Table8 2013 - Present
Grid2Home 2013 - Present
Agilence, Inc. 2013 - Present
Venturi Wireless 2013 - Present
Granite Ventures, LLC 1998 - 2013
Hambrecht & Quist 1991 - 1998
Skills
Bail Enforcement, Business Strategy, Church Administration, Community Organizing, Corporate Development, Get Along Well with..., Entrepreneurship, Go-to-market Strategy, Kicking Ass, Mergers, Mergers, Prisoner Reentry, Private Equity, Product Management, Running Errands, SaaS, Start-ups, Strategic Partnerships, Strategy, Venture Capital
Education
Dartmouth College 1987 — 1991
Simility 2014 - Present
Table8 2013 - Present
Grid2Home 2013 - Present
Agilence, Inc. 2013 - Present
Venturi Wireless 2013 - Present
Granite Ventures, LLC 1998 - 2013
Hambrecht & Quist 1991 - 1998
Skills
Bail Enforcement, Business Strategy, Church Administration, Community Organizing, Corporate Development, Get Along Well with..., Entrepreneurship, Go-to-market Strategy, Kicking Ass, Mergers, Mergers, Prisoner Reentry, Private Equity, Product Management, Running Errands, SaaS, Start-ups, Strategic Partnerships, Strategy, Venture Capital
Education
Dartmouth College 1987 — 1991
Amy Rudolph Amy Rudolph's Hambrecht & Quist Experience January 1994 - August 1997
Job Marketing and Communication Professional
Industry Financial Services
Experience
Merrill Edge March 2010 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments November 2003 - March 2007
FleetBoston Financial January 2001 - March 2003
iMakeNews July 2000 - November 2000
Liberty Mutual June 1999 - July 2000
Hambrecht & Quist January 1994 - August 1997
Skills
Marketing Communications, Management, Digital Marketing, Marketing, Strategy, Leadership, Advertising, Account Management, Project Management, Online Marketing, Training, Team Leadership, Lead Generation, Email Marketing, Online Advertising, Direct Marketing
Education
Boston College
MBA, Marketing
University of Massachusetts, Amherst
BA, English and minor in Sociology
Merrill Edge March 2010 - Present
Fidelity Investments March 2007 - December 2008
Fidelity Investments November 2003 - March 2007
FleetBoston Financial January 2001 - March 2003
iMakeNews July 2000 - November 2000
Liberty Mutual June 1999 - July 2000
Hambrecht & Quist January 1994 - August 1997
Skills
Marketing Communications, Management, Digital Marketing, Marketing, Strategy, Leadership, Advertising, Account Management, Project Management, Online Marketing, Training, Team Leadership, Lead Generation, Email Marketing, Online Advertising, Direct Marketing
Education
Boston College
MBA, Marketing
University of Massachusetts, Amherst
BA, English and minor in Sociology
Stephen Boord Stephen Boord's Hambrecht & Quist Experience 1996 - 1997
Job
Industry Construction
Experience
Industrial Piping, Inc. July 2008 - Present
Bluwrap September 2007 - November 2014
JPMorgan August 2002 - May 2007
Lucasfilm September 1997 - June 2000
Hambrecht & Quist 1996 - 1997
Shaw Group 1994 - 1996
Skills
Business Strategy, Start-ups, Business Development, Strategy, Strategic Planning, Mergers, Investments, Management, Mergers & Acquisitions, Valuation, Entrepreneurship, Cross-functional Team..., Executive Management, Operations Management, Corporate Development, Team Building, Business Planning, Process Improvement, Market Analysis, Private Equity, Financial Modeling, Portfolio Management, Corporate Finance, Strategic Partnerships, Product Development, New Business Development, Finance, Product Management, Marketing Strategy, Contract Negotiation, Management Consulting, Financial Analysis, P&L Management, International Business, Market Research, Forecasting, Leadership, Due Diligence, Venture Capital, Competitive Analysis, Negotiation, Supply Chain Management, Acquisition Integration, Analytics, M&A experience, Strategic Consulting, Pricing, Angel Investing, Restructuring
Education
Stanford University Graduate School of Business
MBA
Stanford University
BS, Industrial Engineering
Marietta High School
Industrial Piping, Inc. July 2008 - Present
Bluwrap September 2007 - November 2014
JPMorgan August 2002 - May 2007
Lucasfilm September 1997 - June 2000
Hambrecht & Quist 1996 - 1997
Shaw Group 1994 - 1996
Skills
Business Strategy, Start-ups, Business Development, Strategy, Strategic Planning, Mergers, Investments, Management, Mergers & Acquisitions, Valuation, Entrepreneurship, Cross-functional Team..., Executive Management, Operations Management, Corporate Development, Team Building, Business Planning, Process Improvement, Market Analysis, Private Equity, Financial Modeling, Portfolio Management, Corporate Finance, Strategic Partnerships, Product Development, New Business Development, Finance, Product Management, Marketing Strategy, Contract Negotiation, Management Consulting, Financial Analysis, P&L Management, International Business, Market Research, Forecasting, Leadership, Due Diligence, Venture Capital, Competitive Analysis, Negotiation, Supply Chain Management, Acquisition Integration, Analytics, M&A experience, Strategic Consulting, Pricing, Angel Investing, Restructuring
Education
Stanford University Graduate School of Business
MBA
Stanford University
BS, Industrial Engineering
Marietta High School
Larry SmithOnStocks Larry SmithOnStocks's Hambrecht & Quist Experience August 1990 - June 1995
Job Owner of Smith On Stocks.com
Industry Financial Services
Experience
Smith On Stocks September 2004 - Present
Hambrecht & Quist August 1990 - June 1995
Smith Barney April 1976 - August 1989
Skills
Venture Capital, Start-ups, Biotechnology, Private Equity, Due Diligence, Pharmaceutical Industry, Management, New Business Development, Entrepreneurship, Marketing Strategy, Financial Modeling, Healthcare, Analysis, Mergers & Acquisitions, Business Development, Strategy, Corporate Development
Education
Columbia University - Columbia Business School 1970 — 1971
MBA, Finance
Stanford University 1969 — 1970
MS, Mechanical Enginering
Smith On Stocks September 2004 - Present
Hambrecht & Quist August 1990 - June 1995
Smith Barney April 1976 - August 1989
Skills
Venture Capital, Start-ups, Biotechnology, Private Equity, Due Diligence, Pharmaceutical Industry, Management, New Business Development, Entrepreneurship, Marketing Strategy, Financial Modeling, Healthcare, Analysis, Mergers & Acquisitions, Business Development, Strategy, Corporate Development
Education
Columbia University - Columbia Business School 1970 — 1971
MBA, Finance
Stanford University 1969 — 1970
MS, Mechanical Enginering
Abigail Fiattarone's Hambrecht & Quist Experience October 1989 - March 1991
Job Registered Representative
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Maricopa Community Colleges August 2001 - November 2011
ESL@Work Instructional Design and Training March 1996 - August 2001
Merritt College, Oakland, CA October 1996 - August 1998
Charles Schwab January 1993 - March 1996
Morgan Stanley April 1991 - December 1993
Hambrecht & Quist October 1989 - March 1991
Shearson Lehman Brothers 1986 - 1989
Skills
Investments, Equities, Financial Services, Trading, Research, Corporate Social..., Public Speaking, Leadership, Finance, Relationship Management, Customer Service, Investment Advisory, Program Management, Training, Strategic Planning, Entrepreneurship, Management, Socially Responsible..., Capital Markets, Portfolio Management, Sales, Social Media, Mutual Funds
Education
New York University 1983 — 1986
Master's Degree
Occidental College
A.B. Literature and Composition
Merrill Lynch July 2011 - Present
Maricopa Community Colleges August 2001 - November 2011
ESL@Work Instructional Design and Training March 1996 - August 2001
Merritt College, Oakland, CA October 1996 - August 1998
Charles Schwab January 1993 - March 1996
Morgan Stanley April 1991 - December 1993
Hambrecht & Quist October 1989 - March 1991
Shearson Lehman Brothers 1986 - 1989
Skills
Investments, Equities, Financial Services, Trading, Research, Corporate Social..., Public Speaking, Leadership, Finance, Relationship Management, Customer Service, Investment Advisory, Program Management, Training, Strategic Planning, Entrepreneurship, Management, Socially Responsible..., Capital Markets, Portfolio Management, Sales, Social Media, Mutual Funds
Education
New York University 1983 — 1986
Master's Degree
Occidental College
A.B. Literature and Composition
Jeffry Canin's Hambrecht & Quist Experience 1982 - 1989
Job Associate Partner, Auxin Partners
Industry Venture Capital & Private Equity
Experience
Auxin Partners September 2011 - Present
Canin Associates January 2004 - Present
Oregon State University 2008 - 2012
University of Washington, TechTransfer January 2009 - June 2010
Reed Global Advisors 2003 - 2004
eFund 1999 - 2002
US Venture Partners 1995 - 1997
Salomon Brothers 1992 - 1995
Montgomery Securities 1991 - 1992
Hambrecht & Quist 1982 - 1989
Skills
Competitive Analysis, Licensing, Renewable Energy, Portfolio Management, Financial Services, Start-ups, Strategic Partnerships, Entrepreneurship, Business Strategy, Business Planning, Cleantech, Business Development, Venture Capital, Energy, Mergers & Acquisitions, Marketing, Program Management, Management Consulting, Valuation, New Business Development, Strategy, Private Equity, Negotiation, Strategic Planning, International Business, Finance, Corporate Finance, Analysis, Financial Modeling, Commercialization, Executive Management, Product Management, Corporate Development, Market Analysis, Due Diligence, Market Research, Analytics, Cross-functional Team..., Funding, Financial Analysis, Leadership, Consulting, Investments, Angel Investing, E-commerce, Product Marketing, SaaS, Business, Product Development, Management
Education
University of California, Berkeley, Haas School of Business 1976 — 1978
MBA, International Business; Marketing
Brown University 1972 — 1976
BA, Engineering; Economics
Auxin Partners September 2011 - Present
Canin Associates January 2004 - Present
Oregon State University 2008 - 2012
University of Washington, TechTransfer January 2009 - June 2010
Reed Global Advisors 2003 - 2004
eFund 1999 - 2002
US Venture Partners 1995 - 1997
Salomon Brothers 1992 - 1995
Montgomery Securities 1991 - 1992
Hambrecht & Quist 1982 - 1989
Skills
Competitive Analysis, Licensing, Renewable Energy, Portfolio Management, Financial Services, Start-ups, Strategic Partnerships, Entrepreneurship, Business Strategy, Business Planning, Cleantech, Business Development, Venture Capital, Energy, Mergers & Acquisitions, Marketing, Program Management, Management Consulting, Valuation, New Business Development, Strategy, Private Equity, Negotiation, Strategic Planning, International Business, Finance, Corporate Finance, Analysis, Financial Modeling, Commercialization, Executive Management, Product Management, Corporate Development, Market Analysis, Due Diligence, Market Research, Analytics, Cross-functional Team..., Funding, Financial Analysis, Leadership, Consulting, Investments, Angel Investing, E-commerce, Product Marketing, SaaS, Business, Product Development, Management
Education
University of California, Berkeley, Haas School of Business 1976 — 1978
MBA, International Business; Marketing
Brown University 1972 — 1976
BA, Engineering; Economics
Mark Bruinooge's Hambrecht & Quist Experience 1999 - 2002
Job
Industry Internet
Experience
Seismic December 2009 - Present
Queen City Forward April 2014 - Present
Tykoon March 2011 - Present
Fern Templeton April 2006 - January 2010
Bank of America April 2003 - April 2006
Hambrecht & Quist 1999 - 2002
Brown Brothers Harriman & Co. 1995 - 1999
Skills
Private Equity, Mergers, E-commerce, Enterprise Software, Venture Capital, Business Process..., Strategy, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Financial Services, Marketing Strategy, Management, Start-ups, Business Transformation, Executive Management, Business Strategy, Strategic Partnerships, Management Consulting
Education
Lafayette College 1989 — 1993
BA
Seismic December 2009 - Present
Queen City Forward April 2014 - Present
Tykoon March 2011 - Present
Fern Templeton April 2006 - January 2010
Bank of America April 2003 - April 2006
Hambrecht & Quist 1999 - 2002
Brown Brothers Harriman & Co. 1995 - 1999
Skills
Private Equity, Mergers, E-commerce, Enterprise Software, Venture Capital, Business Process..., Strategy, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Financial Services, Marketing Strategy, Management, Start-ups, Business Transformation, Executive Management, Business Strategy, Strategic Partnerships, Management Consulting
Education
Lafayette College 1989 — 1993
BA
James Zanze's Hambrecht & Quist Experience June 1992 - November 2002
Job
Industry Investment Banking
Experience
Aquilo Partners February 2003 - Present
JPMorgan January 1999 - November 2002
Hambrecht & Quist June 1992 - November 2002
Salomon Brothers Inc December 1989 - June 1992
Education
Middlebury College 1985 — 1989
B.A.
Aquilo Partners February 2003 - Present
JPMorgan January 1999 - November 2002
Hambrecht & Quist June 1992 - November 2002
Salomon Brothers Inc December 1989 - June 1992
Education
Middlebury College 1985 — 1989
B.A.
Justin Evans's Hambrecht & Quist Experience 1999 - 2000
Job Barclays Capital: Financial Institutions Group
Industry Investment Banking
Experience
RBC Capital Markets July 2010 - May 2015
Belvedere Capital Partners July 2005 - July 2010
Chinasource Investment Partners September 2002 - April 2003
J.P. Morgan August 1999 - June 2002
Chase H&Q 2000 - 2001
Hambrecht & Quist 1999 - 2000
Salomon Smith Barney 1996 - 1996
Skills
Financial Analysis, Finance, Corporate Development, Private Equity, Private Placements, Investments, Capital Markets, Investment Banking, Equity Research, Start-ups, Emerging Markets, Mergers, Financial Modeling, Business Development, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Equities, Valuation, Investor Relations, Business Strategy, Asset Management, Due Diligence, Hedge Funds, M&A experience, Alternative Investments, Venture Capital, Entrepreneurship, LBO, Competitive Analysis, Strategy, IPO, Financial Services
Education
Stanford Graduate School of Business 2003 — 2005
MBA, Global Management Program
Stanford University 2003 — 2005
MBA, Global Management Program
Dartmouth College 1995 — 1999
BA, Computer Science & Economics
Torrey Pines High School 1992 — 1995
RBC Capital Markets July 2010 - May 2015
Belvedere Capital Partners July 2005 - July 2010
Chinasource Investment Partners September 2002 - April 2003
J.P. Morgan August 1999 - June 2002
Chase H&Q 2000 - 2001
Hambrecht & Quist 1999 - 2000
Salomon Smith Barney 1996 - 1996
Skills
Financial Analysis, Finance, Corporate Development, Private Equity, Private Placements, Investments, Capital Markets, Investment Banking, Equity Research, Start-ups, Emerging Markets, Mergers, Financial Modeling, Business Development, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Equities, Valuation, Investor Relations, Business Strategy, Asset Management, Due Diligence, Hedge Funds, M&A experience, Alternative Investments, Venture Capital, Entrepreneurship, LBO, Competitive Analysis, Strategy, IPO, Financial Services
Education
Stanford Graduate School of Business 2003 — 2005
MBA, Global Management Program
Stanford University 2003 — 2005
MBA, Global Management Program
Dartmouth College 1995 — 1999
BA, Computer Science & Economics
Torrey Pines High School 1992 — 1995
David Chung's Hambrecht & Quist Experience 1989 - 1991
Job Private Equity Investor
Industry Venture Capital & Private Equity
Experience
Blum Capital Partners, L.P. 2006 - 2012
Perspective Value Partners, L.P. 2005 - 2006
Standard Pacific Capital 2002 - 2004
KKR 1995 - 2002
McKinsey & Co 1993 - 1995
Hambrecht & Quist 1989 - 1991
Skills
Private Equity, Alternative Investments, Investment Management, Board of Directors, Corporate Governance, Business Strategy, Problem Solving
Education
Harvard Business School 1991 — 1993
MBA
Harvard University 1985 — 1989
AB
Phillips Academy (Andover) 1982 — 1985
Blum Capital Partners, L.P. 2006 - 2012
Perspective Value Partners, L.P. 2005 - 2006
Standard Pacific Capital 2002 - 2004
KKR 1995 - 2002
McKinsey & Co 1993 - 1995
Hambrecht & Quist 1989 - 1991
Skills
Private Equity, Alternative Investments, Investment Management, Board of Directors, Corporate Governance, Business Strategy, Problem Solving
Education
Harvard Business School 1991 — 1993
MBA
Harvard University 1985 — 1989
AB
Phillips Academy (Andover) 1982 — 1985
Vic R's Hambrecht & Quist Experience August 1998 - September 1998
Job Director, Financial Planning & Analysis; CFO at Danaher
Industry Financial Services
Experience
Danaher April 2012 - Present
United Technologies 1999 - 2012
Hambrecht & Quist August 1998 - September 1998
Citi 1995 - 1998
Education
Harvard Business School
Masters in Business Administration (MBA)
Sophia University
U.P.
BS Management
Danaher April 2012 - Present
United Technologies 1999 - 2012
Hambrecht & Quist August 1998 - September 1998
Citi 1995 - 1998
Education
Harvard Business School
Masters in Business Administration (MBA)
Sophia University
U.P.
BS Management
Ryan Frederick's Hambrecht & Quist Experience 1997 - 1998
Job Innovator in Aging. Founder, Smart Living 360. Principal, Point Forward Solutions. @ryanefrederick
Industry Health, Wellness and Fitness
Experience
Smart Living 360 2014 - Present
Point Forward Solutions 2011 - Present
Erickson Living 2010 - 2011
CoastWood Senior Housing Partners 2005 - 2010
Sunrise Senior Living June 2004 - August 2004
Visto 2002 - 2003
Critical Path 1998 - 2002
Hambrecht & Quist 1997 - 1998
Skills
Healthcare, Private Equity, Entrepreneur, Due Diligence, Strategic Planning, Financial Analysis, Innovation, Operations Management, Business Strategy, Entrepreneurship, Strategy, Investments, Valuation, SaaS, Mergers & Acquisitions, Executive Management, Retirement Homes, Market Analysis, Leadership, Real Estate Development, Product Marketing, Financial Modeling, Start-ups, Real Estate Economics, Negotiation, Corporate Finance, Real Estate, Business Development, Strategic Partnerships, Contract Negotiation, Budgets
Education
Stanford Graduate School of Business 2003 — 2005
MBA
Princeton University 1993 — 1997
B.S.E.
Smart Living 360 2014 - Present
Point Forward Solutions 2011 - Present
Erickson Living 2010 - 2011
CoastWood Senior Housing Partners 2005 - 2010
Sunrise Senior Living June 2004 - August 2004
Visto 2002 - 2003
Critical Path 1998 - 2002
Hambrecht & Quist 1997 - 1998
Skills
Healthcare, Private Equity, Entrepreneur, Due Diligence, Strategic Planning, Financial Analysis, Innovation, Operations Management, Business Strategy, Entrepreneurship, Strategy, Investments, Valuation, SaaS, Mergers & Acquisitions, Executive Management, Retirement Homes, Market Analysis, Leadership, Real Estate Development, Product Marketing, Financial Modeling, Start-ups, Real Estate Economics, Negotiation, Corporate Finance, Real Estate, Business Development, Strategic Partnerships, Contract Negotiation, Budgets
Education
Stanford Graduate School of Business 2003 — 2005
MBA
Princeton University 1993 — 1997
B.S.E.
Dawn Zinkewich's Hambrecht & Quist Experience June 1999 - June 2000
Job
Industry Public Relations and Communications
Experience
Prosek Partners May 2013 - Present
Prosek Partners (formerly CJP Communications) April 2008 - May 2013
Prosek Partners (formerly CJP Communications) February 2007 - April 2008
Prosek Partners (formerly CJP Communications) April 2005 - February 2007
Environics Communications July 2004 - April 2005
Lois Paul and Partners June 2000 - August 2004
Hambrecht & Quist June 1999 - June 2000
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Press Releases, Message Development, Integrated Marketing, Marketing Communications, Social Media, Thought Leadership, Digital Marketing, Social Media Marketing, Marketing, Strategy, Advertising
Education
Bentley College 1995 — 1999
B.S.
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Marketing
Prosek Partners May 2013 - Present
Prosek Partners (formerly CJP Communications) April 2008 - May 2013
Prosek Partners (formerly CJP Communications) February 2007 - April 2008
Prosek Partners (formerly CJP Communications) April 2005 - February 2007
Environics Communications July 2004 - April 2005
Lois Paul and Partners June 2000 - August 2004
Hambrecht & Quist June 1999 - June 2000
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Press Releases, Message Development, Integrated Marketing, Marketing Communications, Social Media, Thought Leadership, Digital Marketing, Social Media Marketing, Marketing, Strategy, Advertising
Education
Bentley College 1995 — 1999
B.S.
Bentley University 1995 — 1999
Bachelor of Science (B.S.), Marketing
T.Z. Chu's Hambrecht & Quist Experience 1992 - 1994
Job Retired CEO at Aurora SFC Systems Inc. , Inc.
Industry Venture Capital & Private Equity
Experience
Aurora SFC Systems, Inc. June 2010 - Present
Hoefer Pharmacia Biotech 1994 - 1997
Hambrecht & Quist 1992 - 1994
Finnigan Instruments, Inc. 1969 - 1994
Finnigan Corp 1969 - 1992
Varian Associates 1959 - 1969
Skills
Lifesciences, Commercialization, Technology Transfer, Angel Investing, Venture Capital, Corporate Governance, Corporate Development
Education
University of California, Berkeley 1953 — 1958
BSc, Chemistry
Woodstock School, Mussoorie, India
Aurora SFC Systems, Inc. June 2010 - Present
Hoefer Pharmacia Biotech 1994 - 1997
Hambrecht & Quist 1992 - 1994
Finnigan Instruments, Inc. 1969 - 1994
Finnigan Corp 1969 - 1992
Varian Associates 1959 - 1969
Skills
Lifesciences, Commercialization, Technology Transfer, Angel Investing, Venture Capital, Corporate Governance, Corporate Development
Education
University of California, Berkeley 1953 — 1958
BSc, Chemistry
Woodstock School, Mussoorie, India
Jerry Newman's Hambrecht & Quist Experience 1984 - 1989
Job
Industry Venture Capital & Private Equity
Experience
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
Dain DeGroff's Hambrecht & Quist Experience August 1999 - September 2005
Job Partner at Triangle Peak Partners
Industry Venture Capital & Private Equity
Experience
Triangle Peak Partners December 2007 - Present
Fort Mason Capital 2005 - 2008
Hambrecht & Quist August 1999 - September 2005
JPMorgan 1999 - 2005
Accenture August 1995 - August 1997
U.S. Navy June 1989 - June 1994
Skills
Venture Capital, Mergers, Asset Management, Private Equity, Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Stanford University 1985 — 1989
Bachelor of Science
Triangle Peak Partners December 2007 - Present
Fort Mason Capital 2005 - 2008
Hambrecht & Quist August 1999 - September 2005
JPMorgan 1999 - 2005
Accenture August 1995 - August 1997
U.S. Navy June 1989 - June 1994
Skills
Venture Capital, Mergers, Asset Management, Private Equity, Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Stanford University 1985 — 1989
Bachelor of Science
Gerald Risk's Hambrecht & Quist Experience 1996 - 1997
Job Vice Chairman at Asurion
Industry Telecommunications
Experience
Asurion 2013 - Present
QMC Telecom International 2012 - Present
Asurion 2009 - 2013
Asurion 1999 - 2009
Goldman Sachs 1997 - 1999
Hambrecht & Quist 1996 - 1997
Goldman Sachs 1990 - 1993
Education
Stanford University Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Queen's University 1986 — 1990
BComm
Asurion 2013 - Present
QMC Telecom International 2012 - Present
Asurion 2009 - 2013
Asurion 1999 - 2009
Goldman Sachs 1997 - 1999
Hambrecht & Quist 1996 - 1997
Goldman Sachs 1990 - 1993
Education
Stanford University Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Queen's University 1986 — 1990
BComm
Cari Siegal Walker's Hambrecht & Quist Experience March 1997 - July 1998
Job Millennium PartnersDirector of PM Resources
Industry Financial Services
Experience
Millennium Partners June 2014 - Present
The HOPE Program January 2006 - Present
Jefferies & Company October 2012 - May 2014
Dahlman Rose & Co. February 2011 - September 2012
Macquarie Capital August 2008 - February 2011
Goldman Sachs Asset Management November 2005 - April 2008
Goldman Sachs January 2000 - November 2005
Private Wealth Management January 1999 - January 2001
Hambrecht & Quist March 1997 - July 1998
Private Wealth Management Division January 1997 - January 1998
Skills
Management, Marketing, Alternative Investments
Education
Kingswood Oxford School
RICHMOND COLLEGE
Richmond, The American International University in London
na
University of Rochester
University of Rochester
Bachelors of Arts, Political Science and Psychology
Millennium Partners June 2014 - Present
The HOPE Program January 2006 - Present
Jefferies & Company October 2012 - May 2014
Dahlman Rose & Co. February 2011 - September 2012
Macquarie Capital August 2008 - February 2011
Goldman Sachs Asset Management November 2005 - April 2008
Goldman Sachs January 2000 - November 2005
Private Wealth Management January 1999 - January 2001
Hambrecht & Quist March 1997 - July 1998
Private Wealth Management Division January 1997 - January 1998
Skills
Management, Marketing, Alternative Investments
Education
Kingswood Oxford School
RICHMOND COLLEGE
Richmond, The American International University in London
na
University of Rochester
University of Rochester
Bachelors of Arts, Political Science and Psychology
Stephen Hurly's Hambrecht & Quist Experience 1998 - 2002
Job CEO at Viventia Biotech
Industry Biotechnology
Experience
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
J.P. Whelan's Hambrecht & Quist Experience 1999 - 2001
Job Board Member at Quri
Industry Venture Capital & Private Equity
Experience
Quri June 2015 - Present
GitPrime — Engineering Intelligence March 2015 - Present
InvestCloud, Inc. 2013 - Present
UserTesting.com 2012 - Present
RepairClinic.com 2010 - Present
Kern Whelan Capital, LLC 2007 - Present
Shopatron 2007 - Present
Prosper Marketplace, Inc. 2004 - 2006
J.P. Morgan Chase 2001 - 2004
Hambrecht & Quist 1999 - 2001
Skills
Venture Capital, Private Equity, Corporate Development, Start-ups, Investments, Valuation, Financial Modeling, Entrepreneurship, Alternative Investments, Due Diligence, Strategic Partnerships
Education
University of Chicago Law School 1991 — 1994
J.D., Law
Stanford University 1989 — 1990
M.A., English
Stanford University 1985 — 1989
B.A., English
Quri June 2015 - Present
GitPrime — Engineering Intelligence March 2015 - Present
InvestCloud, Inc. 2013 - Present
UserTesting.com 2012 - Present
RepairClinic.com 2010 - Present
Kern Whelan Capital, LLC 2007 - Present
Shopatron 2007 - Present
Prosper Marketplace, Inc. 2004 - 2006
J.P. Morgan Chase 2001 - 2004
Hambrecht & Quist 1999 - 2001
Skills
Venture Capital, Private Equity, Corporate Development, Start-ups, Investments, Valuation, Financial Modeling, Entrepreneurship, Alternative Investments, Due Diligence, Strategic Partnerships
Education
University of Chicago Law School 1991 — 1994
J.D., Law
Stanford University 1989 — 1990
M.A., English
Stanford University 1985 — 1989
B.A., English
Seth Miller's Hambrecht & Quist Experience 1998 - 2002
Job Partner at DBL Investors
Industry Venture Capital & Private Equity
Experience
DBL Investors 2004 - Present
BrightSource Industries Israel (formerly Luz2) 2007 - 2009
Elephant Pharmacy 2004 - 2009
MeeVee, Inc. 2006 - 2008
JP Morgan 2000 - 2002
Hambrecht & Quist 1998 - 2002
Education
Northwestern University - Kellogg School of Management 1994 — 1998
MBA
Northwestern University School of Law 1994 — 1998
JD
University of Pennsylvania
DBL Investors 2004 - Present
BrightSource Industries Israel (formerly Luz2) 2007 - 2009
Elephant Pharmacy 2004 - 2009
MeeVee, Inc. 2006 - 2008
JP Morgan 2000 - 2002
Hambrecht & Quist 1998 - 2002
Education
Northwestern University - Kellogg School of Management 1994 — 1998
MBA
Northwestern University School of Law 1994 — 1998
JD
University of Pennsylvania
Chris Shibutani's Hambrecht & Quist Experience April 1998 - September 1999
Job Healthcare Equity Research
Industry Investment Management
Experience
Incredibly excited to provide an update soon September 2015 - Present
Pioneer Investments June 2014 - September 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
UBS Global Asset Management - A&Q/ O'Connor July 2007 - June 2013
JP Morgan Securities July 2005 - June 2007
J.P. Morgan September 2000 - June 2005
Chase H&Q September 1999 - September 2000
Hambrecht & Quist April 1998 - September 1999
Skills
Finance, Healthcare, Equity Research, Hedge Funds, Equity Valuation, Equities, Valuation, Portfolio Management, Asset Managment, Bloomberg, Financial Modeling, sell-side equity..., buy-side equity..., Investments, Asset Management, Private Equity, Investment Management, Alternative Investments, Corporate Finance, Investment Banking, Mutual Funds, Emerging Markets, Fixed Income, Sell Side, Capital Markets, Biotechnology
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, MBA
Columbia University College of Physicians and Surgeons 1985 — 1989
M.D., Medicine
Harvard University 1981 — 1985
Bachelor of Arts, Biology
Incredibly excited to provide an update soon September 2015 - Present
Pioneer Investments June 2014 - September 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
UBS Global Asset Management - A&Q/ O'Connor July 2007 - June 2013
JP Morgan Securities July 2005 - June 2007
J.P. Morgan September 2000 - June 2005
Chase H&Q September 1999 - September 2000
Hambrecht & Quist April 1998 - September 1999
Skills
Finance, Healthcare, Equity Research, Hedge Funds, Equity Valuation, Equities, Valuation, Portfolio Management, Asset Managment, Bloomberg, Financial Modeling, sell-side equity..., buy-side equity..., Investments, Asset Management, Private Equity, Investment Management, Alternative Investments, Corporate Finance, Investment Banking, Mutual Funds, Emerging Markets, Fixed Income, Sell Side, Capital Markets, Biotechnology
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, MBA
Columbia University College of Physicians and Surgeons 1985 — 1989
M.D., Medicine
Harvard University 1981 — 1985
Bachelor of Arts, Biology
Truly Ager's Hambrecht & Quist Experience 1997 - 1999
Job Lexington Partners
Industry Banking
Experience
Lexington Partners January 2010 - Present
Soros Fund Management January 2009 - August 2009
EGR International June 2008 - October 2008
Citi April 2007 - January 2008
Drake Management March 2003 - September 2006
Goldman Sachs 1999 - 2001
Hambrecht & Quist 1997 - 1999
Skills
Event Planning, Fundraising, Social Media, Marketing Communications, Marketing, Event Management, Outlook
Education
Meredith College 1991 — 1995
Lexington Partners January 2010 - Present
Soros Fund Management January 2009 - August 2009
EGR International June 2008 - October 2008
Citi April 2007 - January 2008
Drake Management March 2003 - September 2006
Goldman Sachs 1999 - 2001
Hambrecht & Quist 1997 - 1999
Skills
Event Planning, Fundraising, Social Media, Marketing Communications, Marketing, Event Management, Outlook
Education
Meredith College 1991 — 1995
David Lyon's Hambrecht & Quist Experience January 2000 - January 2002
Job Investment Team Lead, JP Morgan
Industry Investment Management
Experience
JP Morgan May 2000 - Present
Hambrecht & Quist January 2000 - January 2002
Sutro & Co March 1996 - January 2000
Skills
Mergers & Acquisitions, Equities, Financial Modeling, Investments, Hedge Funds, Due Diligence, Investment Management, Portfolio Management, Asset Managment, Fixed Income, Alternative Investments, Asset Management, Private Equity, Financial Analysis, Management, Strategy, Asset Allocation, Venture Capital
Education
University of Arizona 1991 — 1995
Woodbridge High School 1987 — 1991
JP Morgan May 2000 - Present
Hambrecht & Quist January 2000 - January 2002
Sutro & Co March 1996 - January 2000
Skills
Mergers & Acquisitions, Equities, Financial Modeling, Investments, Hedge Funds, Due Diligence, Investment Management, Portfolio Management, Asset Managment, Fixed Income, Alternative Investments, Asset Management, Private Equity, Financial Analysis, Management, Strategy, Asset Allocation, Venture Capital
Education
University of Arizona 1991 — 1995
Woodbridge High School 1987 — 1991
Betty Chang's Hambrecht & Quist Experience December 2004 - July 2009
Job Assistant Treasurer at GMO
Industry Financial Services
Experience
GMO September 2013 - Present
GMO August 2012 - September 2013
GMO July 2010 - September 2012
Hambrecht & Quist Capital Management LLC June 2009 - July 2010
Hambrecht & Quist December 2004 - July 2009
CERA 1996 - 2002
Skills
Financial Reporting, Hedge Funds, Fund Accounting, Financial Modeling, Equities, Private Equity, Valuation, SEC filings, Asset Management, Investments, Bloomberg, US GAAP, Due Diligence, Finance
Education
Boston University - School of Management 1990 — 1994
BSBA, Finance and Accounting
GMO September 2013 - Present
GMO August 2012 - September 2013
GMO July 2010 - September 2012
Hambrecht & Quist Capital Management LLC June 2009 - July 2010
Hambrecht & Quist December 2004 - July 2009
CERA 1996 - 2002
Skills
Financial Reporting, Hedge Funds, Fund Accounting, Financial Modeling, Equities, Private Equity, Valuation, SEC filings, Asset Management, Investments, Bloomberg, US GAAP, Due Diligence, Finance
Education
Boston University - School of Management 1990 — 1994
BSBA, Finance and Accounting
Philip Lawson's Hambrecht & Quist Experience 1994 - 2000
Job Manager/Partner at Partners for Growth
Industry Investment Management
Experience
Partners for Growth January 2012 - Present
Partners for Growth September 2010 - December 2011
Webworks 2005 - November 2010
Sailing October 2000 - December 2004
Hambrecht & Quist 1994 - 2000
Vista Ventures 1993 - 1994
Spectrol Electronics 1989 - 1992
Sierracin Translex 1987 - 1989
Skills
VBA, HTML, CSS, ActionScript, Venture Capital, Investments, Portfolio Management, Financial Modeling, Entrepreneurship, Due Diligence, Series 7, Finance, Business Strategy, Management, Private Equity, Business Planning, Wealth Management, Start-ups
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1991 — 1992
MBA, Finance
Alfred University 1983 — 1987
BS, Engineering, Ceramics
Partners for Growth January 2012 - Present
Partners for Growth September 2010 - December 2011
Webworks 2005 - November 2010
Sailing October 2000 - December 2004
Hambrecht & Quist 1994 - 2000
Vista Ventures 1993 - 1994
Spectrol Electronics 1989 - 1992
Sierracin Translex 1987 - 1989
Skills
VBA, HTML, CSS, ActionScript, Venture Capital, Investments, Portfolio Management, Financial Modeling, Entrepreneurship, Due Diligence, Series 7, Finance, Business Strategy, Management, Private Equity, Business Planning, Wealth Management, Start-ups
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1991 — 1992
MBA, Finance
Alfred University 1983 — 1987
BS, Engineering, Ceramics
Craig Crebbin's Hambrecht & Quist Experience April 1978 - August 1980
Job Retired, Charles Schwab & Co., Inc.
Industry Capital Markets
Experience
Charles Schwab & Co., Inc. April 2005 - Present
Charles Schwab & Co., Inc. August 1987 - April 2005
Deloitte, Haskins & Sells September 1982 - March 1986
Hambrecht & Quist April 1978 - August 1980
E.F. Hutton July 1976 - February 1978
Education
University of California, Berkeley 1972 — 1976
Charles Schwab & Co., Inc. April 2005 - Present
Charles Schwab & Co., Inc. August 1987 - April 2005
Deloitte, Haskins & Sells September 1982 - March 1986
Hambrecht & Quist April 1978 - August 1980
E.F. Hutton July 1976 - February 1978
Education
University of California, Berkeley 1972 — 1976
Bill Suddath's Hambrecht & Quist Experience 1999 - 2002
Job Managing Director Healthcare Services at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. 2013 - Present
Leerink Swann 2011 - 2013
Robert W. Baird & Co. January 2007 - August 2011
Hambrecht & Quist 1999 - 2002
Skills
Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Finance, Capital Markets, Due Diligence, Corporate Development, Equities, Investments
Education
Georgetown University 1988 — 1992
Bachelor of Science (B.S.), business administration
Robert W. Baird & Co. 2013 - Present
Leerink Swann 2011 - 2013
Robert W. Baird & Co. January 2007 - August 2011
Hambrecht & Quist 1999 - 2002
Skills
Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Finance, Capital Markets, Due Diligence, Corporate Development, Equities, Investments
Education
Georgetown University 1988 — 1992
Bachelor of Science (B.S.), business administration
Andrew Kearns's Hambrecht & Quist Experience 1995 - 1998
Job Managing Director and CoHead of Global Technology Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 1998 - Present
Hambrecht & Quist 1995 - 1998
Bear Stearns 1993 - 1995
Applied Magnetics Corporation 1991 - 1993
Salomon Brothers 1988 - 1990
Skills
Investment Banking, Mergers, Equities, Venture Capital, Capital Markets, Private Equity, Corporate Development, Valuation, IPO, Financial Modeling, Start-ups, Corporate Finance
Education
Stanford University 1984 — 1988
BS, Electrical Engineering
Crespi High School 1980 — 1984
Morgan Stanley July 1998 - Present
Hambrecht & Quist 1995 - 1998
Bear Stearns 1993 - 1995
Applied Magnetics Corporation 1991 - 1993
Salomon Brothers 1988 - 1990
Skills
Investment Banking, Mergers, Equities, Venture Capital, Capital Markets, Private Equity, Corporate Development, Valuation, IPO, Financial Modeling, Start-ups, Corporate Finance
Education
Stanford University 1984 — 1988
BS, Electrical Engineering
Crespi High School 1980 — 1984
Alex Zisson's Hambrecht & Quist Experience 1991 - 2002
Job Partner at Thomas, McNerney & Partners
Industry Venture Capital & Private Equity
Experience
Thomas, McNerney & Partners December 2002 - Present
JPMorgan 2001 - 2002
Hambrecht & Quist 1991 - 2002
Skills
Venture Capital, Valuation, Private Equity, Mergers, Corporate Development, Due Diligence, Investments, Investment Banking, Business Development, M&A experience, LBO, Investor Relations, Restructuring, Divestitures, Strategy, Mergers & Acquisitions, Entrepreneurship, Joint Ventures, Alternative Investments, IPO, Financial Modeling, Start-ups, Strategic Partnerships, Management Consulting, Corporate Finance, Business Strategy, Capital Markets, Equities, Business Valuation, Hedge Funds, Business Planning, Private Placements, Scrabble, Emerging Markets, Licensing, Financial Structuring, Deal Sourcing, Venture Financing, Equity Research, Capital Raising, Capital, Angel Investing, Equity Capital Markets, Growth Capital, Executive Management, Portfolio Management, Acquisitions, Acquisition Integration, Leveraged Finance, Mezzanine
Education
Brown University 1987 — 1991
Thomas, McNerney & Partners December 2002 - Present
JPMorgan 2001 - 2002
Hambrecht & Quist 1991 - 2002
Skills
Venture Capital, Valuation, Private Equity, Mergers, Corporate Development, Due Diligence, Investments, Investment Banking, Business Development, M&A experience, LBO, Investor Relations, Restructuring, Divestitures, Strategy, Mergers & Acquisitions, Entrepreneurship, Joint Ventures, Alternative Investments, IPO, Financial Modeling, Start-ups, Strategic Partnerships, Management Consulting, Corporate Finance, Business Strategy, Capital Markets, Equities, Business Valuation, Hedge Funds, Business Planning, Private Placements, Scrabble, Emerging Markets, Licensing, Financial Structuring, Deal Sourcing, Venture Financing, Equity Research, Capital Raising, Capital, Angel Investing, Equity Capital Markets, Growth Capital, Executive Management, Portfolio Management, Acquisitions, Acquisition Integration, Leveraged Finance, Mezzanine
Education
Brown University 1987 — 1991
David Sobell's Hambrecht & Quist Experience September 1996 - November 2000
Job Senior Vice President at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments November 2000 - Present
Hambrecht & Quist September 1996 - November 2000
Rodman & Renshaw April 1992 - August 1996
Skills
Investments, Asset Management, Valuation, Financial Modeling, Financial Analysis, Healthcare, Portfolio Management, Mutual Funds, Equity Research, Biotechnology, Pharmaceutical Industry, Hedge Funds, Equities, Medical Devices
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
University of Colorado Boulder 1979 — 1983
BA, Molecular, Cellular and Developmental biology
Pioneer Investments November 2000 - Present
Hambrecht & Quist September 1996 - November 2000
Rodman & Renshaw April 1992 - August 1996
Skills
Investments, Asset Management, Valuation, Financial Modeling, Financial Analysis, Healthcare, Portfolio Management, Mutual Funds, Equity Research, Biotechnology, Pharmaceutical Industry, Hedge Funds, Equities, Medical Devices
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
University of Colorado Boulder 1979 — 1983
BA, Molecular, Cellular and Developmental biology
Jim Finnerty's Hambrecht & Quist Experience 1986 - 1996
Job President, Heirloom Meals
Industry Media Production
Experience
Energy Focus Inc 2008 - Present
Merriman Curhan Ford & Co. August 2002 - November 2007
Deustche Bank 1997 - 1998
Hambrecht & Quist 1986 - 1996
Kidder Peabody September 1983 - June 1986
Bank of Boston 1982 - 1984
American Institute for Economic Research 1977 - 1979
American Institute Counselors 1975 - 1977
Education
Cornell University - S.C. Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Boston College 1969 — 1973
BA, Economics
Energy Focus Inc 2008 - Present
Merriman Curhan Ford & Co. August 2002 - November 2007
Deustche Bank 1997 - 1998
Hambrecht & Quist 1986 - 1996
Kidder Peabody September 1983 - June 1986
Bank of Boston 1982 - 1984
American Institute for Economic Research 1977 - 1979
American Institute Counselors 1975 - 1977
Education
Cornell University - S.C. Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Boston College 1969 — 1973
BA, Economics
Gus Richard's Hambrecht & Quist Experience 1996 - 1999
Job Analyst at Northland Capital Markets
Industry Financial Services
Experience
Northland Capital Markets August 2014 - Present
Auguste Research February 2014 - August 2014
Piper Jaffray November 2007 - January 2014
First Albany Capital 2002 - 2007
EGM Capital 1999 - 2001
Hambrecht & Quist 1996 - 1999
Ultratech 1985 - 1990
Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Investments, Corporate Development, Portfolio Management, Investor Relations, Corporate Finance, Semiconductor Industry, Semiconductor Process, MEMS, Internet of Things
Education
Purdue University 1982 — 1984
M.S., Physics
Rochester Institute of Technology 1977 — 1982
B.S, Physics
Northland Capital Markets August 2014 - Present
Auguste Research February 2014 - August 2014
Piper Jaffray November 2007 - January 2014
First Albany Capital 2002 - 2007
EGM Capital 1999 - 2001
Hambrecht & Quist 1996 - 1999
Ultratech 1985 - 1990
Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Investments, Corporate Development, Portfolio Management, Investor Relations, Corporate Finance, Semiconductor Industry, Semiconductor Process, MEMS, Internet of Things
Education
Purdue University 1982 — 1984
M.S., Physics
Rochester Institute of Technology 1977 — 1982
B.S, Physics
Shelly Hale's Hambrecht & Quist Experience March 1994 - March 1998
Job Teacher
Industry Primary/Secondary Education
Experience
San Francisco Unified School District August 2004 - Present
Banc of America Securities April 1998 - June 2002
Hambrecht & Quist March 1994 - March 1998
Del Monte Foods April 1990 - March 1994
Colgate Palmolive March 1987 - March 1990
Education
Macalester College
Bachelor of Arts, Political Science & International Studies
University of San Francisco
California Teaching Credential, Elementary Education and Teaching
San Francisco Unified School District August 2004 - Present
Banc of America Securities April 1998 - June 2002
Hambrecht & Quist March 1994 - March 1998
Del Monte Foods April 1990 - March 1994
Colgate Palmolive March 1987 - March 1990
Education
Macalester College
Bachelor of Arts, Political Science & International Studies
University of San Francisco
California Teaching Credential, Elementary Education and Teaching
David Rudow's Hambrecht & Quist Experience 2000 - 2002
Job Sr. Equity Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Asset Management 2007 - Present
Piper Jaffray 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2002
Mesirow Financial 1996 - 2000
KPMG 1996 - 1996
Coopers & Lybrand 1994 - 1996
US Air Force 1989 - 1990
Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Illinois at Chicago 1990 — 1993
BSBA, Accounting
Thrivent Asset Management 2007 - Present
Piper Jaffray 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2002
Mesirow Financial 1996 - 2000
KPMG 1996 - 1996
Coopers & Lybrand 1994 - 1996
US Air Force 1989 - 1990
Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Illinois at Chicago 1990 — 1993
BSBA, Accounting
Barton Crockett's Hambrecht & Quist Experience 1999 - 2000
Job SVP, Sr Research Analyst at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets October 2013 - Present
Lazard Capital Markets January 2009 - October 2013
JP Morgan 2000 - January 2009
Hambrecht & Quist 1999 - 2000
MSNBC 1996 - 1999
American Banker 1992 - 1996
Network World 1988 - 1992
InformationWeek 1987 - 1988
Skills
Equity Research, Financial Modeling, Equities, Series 7, Valuation, Investments, Financial Analysis, Hedge Funds
Education
Northwestern University 1983 — 1987
Bachelor of Arts, English
FBR Capital Markets October 2013 - Present
Lazard Capital Markets January 2009 - October 2013
JP Morgan 2000 - January 2009
Hambrecht & Quist 1999 - 2000
MSNBC 1996 - 1999
American Banker 1992 - 1996
Network World 1988 - 1992
InformationWeek 1987 - 1988
Skills
Equity Research, Financial Modeling, Equities, Series 7, Valuation, Investments, Financial Analysis, Hedge Funds
Education
Northwestern University 1983 — 1987
Bachelor of Arts, English
Jamie Streator's Hambrecht & Quist Experience July 1988 - January 2000
Job Managing Director at Cowen & Company
Industry Banking
Experience
Cowen & Company June 2007 - Present
Susquehanna International Group June 2005 - June 2007
Thomas Weisel Partners January 2000 - June 2005
Hambrecht & Quist July 1988 - January 2000
LF Rothschild Unterberg Towbin August 1982 - July 1988
Skills
Management, Corporate Development, Private Equity, IPO, Business Strategy, Mergers & Acquisitions, Portfolio Management, Investment Banking, Investments, Strategy, Equities, Banking, Corporate Finance, Leadership, Restructuring, Leveraged Finance, Financial Markets, Finance, Series 7, Equity Research, Hedge Funds, Acquisitions, Mergers, Healthcare, Venture Capital, Fixed Income, Series 63, Private Placements, Securities, Financial Analysis, Financial Modeling, M&A experience, Start-ups, Asset Management, Valuation, Financial Structuring, Investment Management, Investor Relations, Entrepreneurship, LBO, Strategic Planning, Equity Trading, Equity Valuation, Due Diligence, Business Development, Structured Finance, Capital Markets, Options, Alternative Investments, Capital Raising
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Princeton University 1976 — 1980
AB, History
St Paul's School 1973 — 1976
High School
St. Albans School 1969 — 1973
Cowen & Company June 2007 - Present
Susquehanna International Group June 2005 - June 2007
Thomas Weisel Partners January 2000 - June 2005
Hambrecht & Quist July 1988 - January 2000
LF Rothschild Unterberg Towbin August 1982 - July 1988
Skills
Management, Corporate Development, Private Equity, IPO, Business Strategy, Mergers & Acquisitions, Portfolio Management, Investment Banking, Investments, Strategy, Equities, Banking, Corporate Finance, Leadership, Restructuring, Leveraged Finance, Financial Markets, Finance, Series 7, Equity Research, Hedge Funds, Acquisitions, Mergers, Healthcare, Venture Capital, Fixed Income, Series 63, Private Placements, Securities, Financial Analysis, Financial Modeling, M&A experience, Start-ups, Asset Management, Valuation, Financial Structuring, Investment Management, Investor Relations, Entrepreneurship, LBO, Strategic Planning, Equity Trading, Equity Valuation, Due Diligence, Business Development, Structured Finance, Capital Markets, Options, Alternative Investments, Capital Raising
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Princeton University 1976 — 1980
AB, History
St Paul's School 1973 — 1976
High School
St. Albans School 1969 — 1973
Jennifer Fairbanks Braverman's Hambrecht & Quist Experience 1991 - 1994
Job Institutional Brand Sales Dinosaur BarBQue, LLC
Industry Financial Services
Experience
Dinosaur Bar-B-Que, LLC June 2014 - Present
Schroders 1997 - March 2000
Kaufman Bros. 1995 - 1996
Wheat First Butcher Singer 1994 - 1995
Hambrecht & Quist 1991 - 1994
Skills
Equities, Hedge Funds, Business Planning
Education
Mount Holyoke College 1987 — 1990
ba
Dinosaur Bar-B-Que, LLC June 2014 - Present
Schroders 1997 - March 2000
Kaufman Bros. 1995 - 1996
Wheat First Butcher Singer 1994 - 1995
Hambrecht & Quist 1991 - 1994
Skills
Equities, Hedge Funds, Business Planning
Education
Mount Holyoke College 1987 — 1990
ba
Benjamin Knutsen's Hambrecht & Quist Experience 2000 - 2001
Job Vice President at Next Generation Insurance Group
Industry Financial Services
Experience
Next Generation Insurance Group 2009 - Present
Sallie Mae Insurance Services 2009 - 2014
Arque Capital Ltd 2008 - 2009
M.S. Howells & Co. 2006 - 2007
JP Morgan 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2001
Allianz Global Investors 1999 - 1999
Skills
CRM, Equities, Investments, New Business Development, Trading, Series 7, Management, Integration, Analysis, Equity Trading, Series 63, Asset Management, Time Management, FINRA, Sales, Start-ups, Business Development, Leadership, Marketing, Strategic Planning, Financial Services, Salesforce.com, Strategic Partnerships, Entrepreneurship, Strategy, Operations Management, Business Strategy, Program Management, Cross-functional Team...
Education
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA), Global Management
University of Arizona 1994 — 1999
Bachelor's degree, Economics with a minor in Marketing
Next Generation Insurance Group 2009 - Present
Sallie Mae Insurance Services 2009 - 2014
Arque Capital Ltd 2008 - 2009
M.S. Howells & Co. 2006 - 2007
JP Morgan 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2001
Allianz Global Investors 1999 - 1999
Skills
CRM, Equities, Investments, New Business Development, Trading, Series 7, Management, Integration, Analysis, Equity Trading, Series 63, Asset Management, Time Management, FINRA, Sales, Start-ups, Business Development, Leadership, Marketing, Strategic Planning, Financial Services, Salesforce.com, Strategic Partnerships, Entrepreneurship, Strategy, Operations Management, Business Strategy, Program Management, Cross-functional Team...
Education
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA), Global Management
University of Arizona 1994 — 1999
Bachelor's degree, Economics with a minor in Marketing
Chris Migacz's Hambrecht & Quist Experience 1982 - 2001
Job Digital Marketing Consultant
Industry Financial Services
Experience
Wells Fargo February 2005 - Present
Hambrecht & Quist 1982 - 2001
Education
San Francisco State University
BA
Wells Fargo February 2005 - Present
Hambrecht & Quist 1982 - 2001
Education
San Francisco State University
BA
Patty Donahue's Hambrecht & Quist Experience January 1995 - March 1999
Job at BTG Pactual
Industry Financial Services
Experience
BTG Pactual (Formerly part of UBS) November 2009 - Present
TPG Search & Link Global Solutions March 2007 - November 2009
UBS 2002 - 2007
JP Morgan Chase (Formerley Hambrecht & Quist) 2000 - 2002
Merrill lynch 1999 - 2000
Hambrecht & Quist January 1995 - March 1999
Education
Greenwich Catholic
The Catholic University of America
Bachelors
BTG Pactual (Formerly part of UBS) November 2009 - Present
TPG Search & Link Global Solutions March 2007 - November 2009
UBS 2002 - 2007
JP Morgan Chase (Formerley Hambrecht & Quist) 2000 - 2002
Merrill lynch 1999 - 2000
Hambrecht & Quist January 1995 - March 1999
Education
Greenwich Catholic
The Catholic University of America
Bachelors
Reynolds Ospina's Hambrecht & Quist Experience January 1997 - March 1999
Job Vice President First Republic Investment Management
Industry Investment Management
Experience
First Republic Bank April 2014 - Present
Rosenblatt Securities July 2012 - April 2014
Auriga Global Investors, SV. March 2012 - June 2012
WJB Capital Group, Inc. November 2007 - January 2012
Pulse Trading January 2006 - October 2007
Harvest Capital Strategies August 2005 - December 2005
Thomas Weisel Partners August 2003 - August 2005
WR Hambrecht + Co January 2000 - August 2003
Volpe Brown Whelan & Co. March 1999 - December 1999
Hambrecht & Quist January 1997 - March 1999
Skills
Series 24, Series 8, Series 7, Series 55, Series 63, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Hedge Funds, Investment Management, Investments, Options, Securities, Trading
Education
Old Dominion University 1988 — 1993
BS, Business Administration
Garden City, New York High School
First Republic Bank April 2014 - Present
Rosenblatt Securities July 2012 - April 2014
Auriga Global Investors, SV. March 2012 - June 2012
WJB Capital Group, Inc. November 2007 - January 2012
Pulse Trading January 2006 - October 2007
Harvest Capital Strategies August 2005 - December 2005
Thomas Weisel Partners August 2003 - August 2005
WR Hambrecht + Co January 2000 - August 2003
Volpe Brown Whelan & Co. March 1999 - December 1999
Hambrecht & Quist January 1997 - March 1999
Skills
Series 24, Series 8, Series 7, Series 55, Series 63, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Hedge Funds, Investment Management, Investments, Options, Securities, Trading
Education
Old Dominion University 1988 — 1993
BS, Business Administration
Garden City, New York High School
Ann Akichika's Hambrecht & Quist Experience 1996 - 2000
Job
Industry Investment Management
Experience
Artisan Partners 2006 - Present
Thomas Weisel Partners LLC 2000 - 2006
Hambrecht & Quist 1996 - 2000
JP Morgan 1993 - 1996
Morgan Stanley 1988 - 1990
Skills
Equities, Hedge Funds, Investments, Capital Markets, Private Equity, Asset Management, Valuation, Banking, Finance, Investment Banking, Alternative Investments, Mutual Funds, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB
London School of Economics and Political Science
MSc
Artisan Partners 2006 - Present
Thomas Weisel Partners LLC 2000 - 2006
Hambrecht & Quist 1996 - 2000
JP Morgan 1993 - 1996
Morgan Stanley 1988 - 1990
Skills
Equities, Hedge Funds, Investments, Capital Markets, Private Equity, Asset Management, Valuation, Banking, Finance, Investment Banking, Alternative Investments, Mutual Funds, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB
London School of Economics and Political Science
MSc
John Pruess's Hambrecht & Quist Experience September 1998 - March 2001
Job AVP at Credit Suisse
Industry Investment Management
Experience
Credit Suisse September 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist September 1998 - March 2001
Skills
Fixed Income, Equities, Portfolio Management, Bloomberg, Investments
Education
Sonoma State University
Credit Suisse September 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist September 1998 - March 2001
Skills
Fixed Income, Equities, Portfolio Management, Bloomberg, Investments
Education
Sonoma State University
Joseph E (Jed) Laird, Jr.'s Hambrecht & Quist Experience January 1982 - November 1989
Job Managing Director at Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC February 2009 - Present
Laird Squared LLC January 1999 - Present
Veronis Suhler Stevenson 1990 - 1999
Hambrecht & Quist January 1982 - November 1989
Paine Webber Mitchell Hutchins January 1973 - January 1982
Education
University of Pennsylvania 1967 — 1969
MBA
Franklin & Marshall College 1963 — 1967
AB, Government
Petsky Prunier LLC February 2009 - Present
Laird Squared LLC January 1999 - Present
Veronis Suhler Stevenson 1990 - 1999
Hambrecht & Quist January 1982 - November 1989
Paine Webber Mitchell Hutchins January 1973 - January 1982
Education
University of Pennsylvania 1967 — 1969
MBA
Franklin & Marshall College 1963 — 1967
AB, Government
Peter Hairston's Hambrecht & Quist Experience May 1984 - December 1986
Job Visionary Entrepreneur and Investor
Industry Venture Capital & Private Equity
Experience
Waterway Renaissance Project January 2009 - Present
New World Capital, Inc. January 1992 - Present
Citigroup Venture Capital January 1987 - December 1990
Hambrecht & Quist May 1984 - December 1986
Lehman Brothers January 1982 - April 1984
Education
University of Oxford - Said Business School 1998 — 1998
AMP, Advanced Management
Davidson College 1979 — 1981
B.A., Economics
Stanford University 1976 — 1978
International Relations
Waterway Renaissance Project January 2009 - Present
New World Capital, Inc. January 1992 - Present
Citigroup Venture Capital January 1987 - December 1990
Hambrecht & Quist May 1984 - December 1986
Lehman Brothers January 1982 - April 1984
Education
University of Oxford - Said Business School 1998 — 1998
AMP, Advanced Management
Davidson College 1979 — 1981
B.A., Economics
Stanford University 1976 — 1978
International Relations
Edward (Ted) Henderson's Hambrecht & Quist Experience 1994 - June 1996
Job Managing Director at U.S. Trust
Industry Investment Management
Experience
U.S. Trust November 2014 - Present
Northern Trust July 2006 - October 2014
Robbins and Henderson January 1997 - June 2006
Hambrecht & Quist 1994 - June 1996
Merrill Lynch 1990 - 1994
Salomon Brothers 1986 - 1990
Skills
Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 7, Equities, Investments, Asset Management, Asset Allocation, Options, FINRA, Wealth Management..., Mutual Funds, Securities, Wealth, Series 63, Strategic Financial..., Trading, Portfolio Management, Estate Planning, Capital Markets, Private Equity, Equity Research, Strategy, Financial Services, Investment Banking, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Valuation
Education
Georgetown University 1980 — 1984
BA
The Lawrenceville School 1977 — 1980
U.S. Trust November 2014 - Present
Northern Trust July 2006 - October 2014
Robbins and Henderson January 1997 - June 2006
Hambrecht & Quist 1994 - June 1996
Merrill Lynch 1990 - 1994
Salomon Brothers 1986 - 1990
Skills
Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Series 7, Equities, Investments, Asset Management, Asset Allocation, Options, FINRA, Wealth Management..., Mutual Funds, Securities, Wealth, Series 63, Strategic Financial..., Trading, Portfolio Management, Estate Planning, Capital Markets, Private Equity, Equity Research, Strategy, Financial Services, Investment Banking, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Valuation
Education
Georgetown University 1980 — 1984
BA
The Lawrenceville School 1977 — 1980
Gary Cuiper, CFA's Hambrecht & Quist Experience May 1992 - 1999
Job Managing Director, Head of Institutional Trading at Roberts & Ryan Investments, Inc. DVBE
Industry Financial Services
Experience
Roberts & Ryan Investments Inc. DVBE April 2013 - Present
Broadmoor Capital 2007 - April 2013
David White & Associates March 2012 - July 2012
Nollenberger Capital Partners November 2006 - December 2007
Fulcrum Global Partners February 2004 - November 2006
WR Hambrecht + Co April 2000 - November 2003
Volpe Brown Whelan 1999 - 2000
Hambrecht & Quist May 1992 - 1999
First Boston Corporation 1983 - 1989
Transamerica 1980 - 1983
Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading
Education
California State University-Fullerton 1974 — 1981
MBA, finance and marketing
Roberts & Ryan Investments Inc. DVBE April 2013 - Present
Broadmoor Capital 2007 - April 2013
David White & Associates March 2012 - July 2012
Nollenberger Capital Partners November 2006 - December 2007
Fulcrum Global Partners February 2004 - November 2006
WR Hambrecht + Co April 2000 - November 2003
Volpe Brown Whelan 1999 - 2000
Hambrecht & Quist May 1992 - 1999
First Boston Corporation 1983 - 1989
Transamerica 1980 - 1983
Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading
Education
California State University-Fullerton 1974 — 1981
MBA, finance and marketing
Frank Petito's Hambrecht & Quist Experience 1996 - 1999
Job President of Orbitz for Business
Industry Internet
Experience
Orbitz for Business July 2009 - Present
Orbitz 2002 - October 2009
Unexplored Inc 1999 - 2001
Hambrecht & Quist 1996 - 1999
Roberts Capital Markets 1992 - 1994
Morgan Stanley 1990 - 1992
Skills
Venture Capital, Strategy, Strategic Partnerships, Finance, Online Advertising, E-commerce, Cross-functional Team..., New Business Development, Mergers & Acquisitions, Corporate Development, Business Strategy, Marketing Strategy, Financial Modeling, Start-ups, Competitive Analysis, Online Marketing, Investment Banking, Product Development, Lead Generation, Product Marketing, Social Media Marketing, SEM, Product Management, Digital Media, Private Equity, Entrepreneurship, Business Development, Due Diligence, Analytics, Contract Negotiation
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Princeton University 1986 — 1990
BA
Orbitz for Business July 2009 - Present
Orbitz 2002 - October 2009
Unexplored Inc 1999 - 2001
Hambrecht & Quist 1996 - 1999
Roberts Capital Markets 1992 - 1994
Morgan Stanley 1990 - 1992
Skills
Venture Capital, Strategy, Strategic Partnerships, Finance, Online Advertising, E-commerce, Cross-functional Team..., New Business Development, Mergers & Acquisitions, Corporate Development, Business Strategy, Marketing Strategy, Financial Modeling, Start-ups, Competitive Analysis, Online Marketing, Investment Banking, Product Development, Lead Generation, Product Marketing, Social Media Marketing, SEM, Product Management, Digital Media, Private Equity, Entrepreneurship, Business Development, Due Diligence, Analytics, Contract Negotiation
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Princeton University 1986 — 1990
BA
brennan doyle's Hambrecht & Quist Experience 1996 - 1999
Job Desk Analyst/Product Specialist at Sanford C. Bernstein
Industry Investment Management
Experience
Sanford C. Bernstein 2004 - Present
Hambrecht & Quist 1996 - 1999
Education
Cornell University 1988 — 2002
Sanford C. Bernstein 2004 - Present
Hambrecht & Quist 1996 - 1999
Education
Cornell University 1988 — 2002
Jerry Parchment's Hambrecht & Quist Experience 1999 - 2000
Job Senior Vice Pres. Sales Trader at Rodman & Renshaw
Industry Financial Services
Experience
Rodman & Renshaw September 2011 - Present
Cantor Fitzgerald September 2001 - August 2011
M H Meyerson 2000 - 2001
hambrecht & quist 1999 - 2000
fairchild financial group 1994 - 1999
VTR Capital 1994 - 1998
prudential 1991 - 1993
Education
LIU Brooklyn 1989 — 1993
Rodman & Renshaw September 2011 - Present
Cantor Fitzgerald September 2001 - August 2011
M H Meyerson 2000 - 2001
hambrecht & quist 1999 - 2000
fairchild financial group 1994 - 1999
VTR Capital 1994 - 1998
prudential 1991 - 1993
Education
LIU Brooklyn 1989 — 1993
Robert Gaynor's Hambrecht & Quist Experience 1994 - 2000
Job Healthcare Finance
Industry Financial Services
Experience
GE Capital 2012 - Present
Madison Williams and Company 2009 - 2012
Oppenheimer & Co. Inc. 2005 - 2009
Deutsche Bank 2001 - 2004
Bank of America 1999 - 2001
Hambrecht & Quist 1994 - 2000
Skills
Investment Banking, Asset Management, Valuation, Capital Markets, Mergers & Acquisitions, Private Equity, Entrepreneurship, Due Diligence, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Washington University in St. Louis 1984 — 1988
GE Capital 2012 - Present
Madison Williams and Company 2009 - 2012
Oppenheimer & Co. Inc. 2005 - 2009
Deutsche Bank 2001 - 2004
Bank of America 1999 - 2001
Hambrecht & Quist 1994 - 2000
Skills
Investment Banking, Asset Management, Valuation, Capital Markets, Mergers & Acquisitions, Private Equity, Entrepreneurship, Due Diligence, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Washington University in St. Louis 1984 — 1988
Kathleen Goff's Hambrecht & Quist Experience May 2004 - May 2007
Job .
Industry Financial Services
Experience
TIAA-CREF May 2007 - November 2013
Hambrecht & Quist May 2004 - May 2007
MacKenzie Investment Management, Inc. September 1997 - March 2004
Coopers & Lybrand, LLP October 1993 - May 1996
Skills
Mergers & Acquisitions, Mergers, Auditing, Finance, Strategic Financial..., Financial Analysis, Risk Management, Portfolio Management, Cash Management, Financial Modeling, Process Improvement, Financial Services, Capital Markets, Due Diligence, Financial Reporting, Sarbanes-Oxley Act, Financial Planning, Mutual Funds, Investments
Education
Florida Atlantic University
Master's Degree, Taxation
TIAA-CREF May 2007 - November 2013
Hambrecht & Quist May 2004 - May 2007
MacKenzie Investment Management, Inc. September 1997 - March 2004
Coopers & Lybrand, LLP October 1993 - May 1996
Skills
Mergers & Acquisitions, Mergers, Auditing, Finance, Strategic Financial..., Financial Analysis, Risk Management, Portfolio Management, Cash Management, Financial Modeling, Process Improvement, Financial Services, Capital Markets, Due Diligence, Financial Reporting, Sarbanes-Oxley Act, Financial Planning, Mutual Funds, Investments
Education
Florida Atlantic University
Master's Degree, Taxation
Ted Haley's Hambrecht & Quist Experience April 1994 - March 2000
Job Canadian Equity Trader at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2014 - Present
TD Securities (USA) LLC 2008 - April 2013
Credit Suisse October 2000 - May 2008
Donaldson, Lufkin & Jenrette March 2000 - October 2000
Hambrecht & Quist April 1994 - March 2000
Skills
Series 7, Equities, Equity Trading, Electronic Trading, Series 63, Trading Systems, Trading, Bloomberg, Investment Banking, Alternative Investments, Financial Markets, Institutional..., Equity Research, Equity Derivatives, Derivatives, Mutual Funds, Asset Management, Financial Services, Options
Education
The Catholic University of America 1988 — 1992
History
Credit Suisse September 2014 - Present
TD Securities (USA) LLC 2008 - April 2013
Credit Suisse October 2000 - May 2008
Donaldson, Lufkin & Jenrette March 2000 - October 2000
Hambrecht & Quist April 1994 - March 2000
Skills
Series 7, Equities, Equity Trading, Electronic Trading, Series 63, Trading Systems, Trading, Bloomberg, Investment Banking, Alternative Investments, Financial Markets, Institutional..., Equity Research, Equity Derivatives, Derivatives, Mutual Funds, Asset Management, Financial Services, Options
Education
The Catholic University of America 1988 — 1992
History
Ken Laudan's Hambrecht & Quist Experience January 1996 - January 1998
Job Healthcare Investment Professional
Industry Investment Management
Experience
Cottonwood Investment Group, LLC August 2002 - Present
SunTrust Robinson Humphrey April 2000 - August 2002
Hambrecht & Quist January 1996 - January 1998
Montgomery Securities December 1993 - January 1996
Skills
Asset Managment, Portfolio Management, Securities, Equity Research, Valuation, Investments, Capital Markets, Mutual Funds, Asset Management, Hedge Funds, Mergers & Acquisitions, Investment Management, Strategy, Alternative Investments, Equities, Equity Valuation, Finance, Private Equity
Education
Kansas State University 1978 — 1982
B.S., Finance and Accounting
Cottonwood Investment Group, LLC August 2002 - Present
SunTrust Robinson Humphrey April 2000 - August 2002
Hambrecht & Quist January 1996 - January 1998
Montgomery Securities December 1993 - January 1996
Skills
Asset Managment, Portfolio Management, Securities, Equity Research, Valuation, Investments, Capital Markets, Mutual Funds, Asset Management, Hedge Funds, Mergers & Acquisitions, Investment Management, Strategy, Alternative Investments, Equities, Equity Valuation, Finance, Private Equity
Education
Kansas State University 1978 — 1982
B.S., Finance and Accounting
Ben Freeland's Hambrecht & Quist Experience 1998 - 2000
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - Present
GCA Savvian September 2008 - June 2011
JPMorgan 1998 - 2008
Hambrecht & Quist 1998 - 2000
Executive Office of The President, The White House 1995 - 1998
Education
Santa Clara University
Bachelor of Science
UBS Investment Bank July 2011 - Present
GCA Savvian September 2008 - June 2011
JPMorgan 1998 - 2008
Hambrecht & Quist 1998 - 2000
Executive Office of The President, The White House 1995 - 1998
Education
Santa Clara University
Bachelor of Science
Sara Halpert's Hambrecht & Quist Experience 1999 - 1999
Job Training Manager at Cambium Learning Technologies
Industry Computer Software
Experience
Cambium Learning Technologies 2007 - Present
Santa Monica Animal Shelter 2005 - 2012
Cambium Learning Technologies - Kurweil Educational Systems 2003 - 2007
Lovelane Special Needs Horseback Riding Program 2000 - 2004
Computer Town 2001 - 2002
Trinity Communications, Inc 1999 - 2001
BBDO 1999 - 1999
Hambrecht & Quist 1999 - 1999
Time Inc. 1996 - 1999
Diamonds in Bloom 1996 - 1999
Skills
Organization, Event Planning, Staff Development, Educational Technology, Training, Salesforce.com, Editing, Content Development, Project Management, Help Desk Support, GoToMeeting, WebEx, Proofreading, Constant Contact, Copy Editing, Adobe Acrobat, Public Speaking, Social Media, E-Learning, Leadership, Strategic Planning
Education
Skidmore College 1984 — 1988
BA, English, minor in Biology
Cambium Learning Technologies 2007 - Present
Santa Monica Animal Shelter 2005 - 2012
Cambium Learning Technologies - Kurweil Educational Systems 2003 - 2007
Lovelane Special Needs Horseback Riding Program 2000 - 2004
Computer Town 2001 - 2002
Trinity Communications, Inc 1999 - 2001
BBDO 1999 - 1999
Hambrecht & Quist 1999 - 1999
Time Inc. 1996 - 1999
Diamonds in Bloom 1996 - 1999
Skills
Organization, Event Planning, Staff Development, Educational Technology, Training, Salesforce.com, Editing, Content Development, Project Management, Help Desk Support, GoToMeeting, WebEx, Proofreading, Constant Contact, Copy Editing, Adobe Acrobat, Public Speaking, Social Media, E-Learning, Leadership, Strategic Planning
Education
Skidmore College 1984 — 1988
BA, English, minor in Biology
Thomas Labenz's Hambrecht & Quist Experience 1996 - 2001
Job Head of Sector trading
Industry Financial Services
Experience
ITG June 2013 - Present
Imperial Capital LLC May 2012 - June 2013
Jefferies & Company March 2007 - December 2011
First Albany Capital December 2001 - November 2006
Hambrecht & Quist 1996 - 2001
Skills
Risk Management, Options Strategies, Personnel Management, Portfolio Management, hedging strats, Best Execution, Capital Markets, Series 7, Alternative Investments, Bloomberg, Electronic Trading, Equities, Equity Research, Equity Trading, Hedge Funds, Fixed Income, Options, Securities, Trading, Valuation, Trading Systems, Investment Banking, Investments
Education
Penn State University 1990 — 1994
BS, Finance
ITG June 2013 - Present
Imperial Capital LLC May 2012 - June 2013
Jefferies & Company March 2007 - December 2011
First Albany Capital December 2001 - November 2006
Hambrecht & Quist 1996 - 2001
Skills
Risk Management, Options Strategies, Personnel Management, Portfolio Management, hedging strats, Best Execution, Capital Markets, Series 7, Alternative Investments, Bloomberg, Electronic Trading, Equities, Equity Research, Equity Trading, Hedge Funds, Fixed Income, Options, Securities, Trading, Valuation, Trading Systems, Investment Banking, Investments
Education
Penn State University 1990 — 1994
BS, Finance
Jed Laird's Hambrecht & Quist Experience 1986 - 1990
Job Managing Director, Petsky Prunier
Industry Financial Services
Experience
Petsky Prunier LLC Chairman & CEOLaird 2January 1999 - Present
FactSet Research Systems 1993 - Present
INPUT 2005 - 2010
The Advisory Board Company April 2001 - November 2006
Luxury Link March 2001 - June 2005
Valassis Communications January 2000 - February 2001
Media Metrix July 1995 - March 1999
SNL Financial June 1997 - January 1999
Veronis Suhler Stevenson 1990 - 1999
Hambrecht & Quist 1986 - 1990
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Finance
Franklin & Marshall College 1963 — 1967
Government
Petsky Prunier LLC Chairman & CEOLaird 2January 1999 - Present
FactSet Research Systems 1993 - Present
INPUT 2005 - 2010
The Advisory Board Company April 2001 - November 2006
Luxury Link March 2001 - June 2005
Valassis Communications January 2000 - February 2001
Media Metrix July 1995 - March 1999
SNL Financial June 1997 - January 1999
Veronis Suhler Stevenson 1990 - 1999
Hambrecht & Quist 1986 - 1990
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Finance
Franklin & Marshall College 1963 — 1967
Government
Ashley Mansfield's Hambrecht & Quist Experience 1999 - 2000
Job Vice President, Marketing at CBS Interactive
Industry Marketing and Advertising
Experience
CBS Interactive January 2014 - Present
CBS Interactive August 2009 - December 2013
Mansfield Consulting 2004 - 2009
Inman News 2003 - 2004
JPMorgan Chase 2000 - 2003
Hambrecht & Quist 1999 - 2000
Le Petit Clio, Inc. 1998 - 1999
Skills
Digital Marketing, Social Media, Event Management, Digital Media, Marketing Communications, Event Planning, Public Relations, Broadcast, Strategic Planning, Project Management, Management, Online Advertising, Sponsorship, New Media, Integrated Marketing, Social Media Marketing, Online Marketing, Digital Strategy, Email Marketing, Entertainment, Advertising, Lead Generation, Content Strategy, Marketing, Creative Direction
Education
McGill University
Economics, Women's Studies
Georgetown University
Summer Arts Program
Mount Holyoke College
CBS Interactive January 2014 - Present
CBS Interactive August 2009 - December 2013
Mansfield Consulting 2004 - 2009
Inman News 2003 - 2004
JPMorgan Chase 2000 - 2003
Hambrecht & Quist 1999 - 2000
Le Petit Clio, Inc. 1998 - 1999
Skills
Digital Marketing, Social Media, Event Management, Digital Media, Marketing Communications, Event Planning, Public Relations, Broadcast, Strategic Planning, Project Management, Management, Online Advertising, Sponsorship, New Media, Integrated Marketing, Social Media Marketing, Online Marketing, Digital Strategy, Email Marketing, Entertainment, Advertising, Lead Generation, Content Strategy, Marketing, Creative Direction
Education
McGill University
Economics, Women's Studies
Georgetown University
Summer Arts Program
Mount Holyoke College
Susan Stohl's Hambrecht & Quist Experience December 1993 - August 1995
Job at
Industry Insurance
Experience
Windermere Realty Group March 2013 - Present
Windermere Realty Group August 2009 - Present
AXA Rosenberg Investment Management September 1998 - January 2006
Merrill Lynch September 1997 - September 1998
Apex Capital, LLC March 1995 - August 1997
Hambrecht & Quist December 1993 - August 1995
Airborne Express August 1993 - September 1994
Merrill Lynch September 1990 - August 1992
Skills
Sales Management, B2B and B2C Sales
Education
UC Berkeley Haas School of Business 1994 — 1996
MBA
Tufts University 1986 — 1990
BS, Economics
Windermere Realty Group March 2013 - Present
Windermere Realty Group August 2009 - Present
AXA Rosenberg Investment Management September 1998 - January 2006
Merrill Lynch September 1997 - September 1998
Apex Capital, LLC March 1995 - August 1997
Hambrecht & Quist December 1993 - August 1995
Airborne Express August 1993 - September 1994
Merrill Lynch September 1990 - August 1992
Skills
Sales Management, B2B and B2C Sales
Education
UC Berkeley Haas School of Business 1994 — 1996
MBA
Tufts University 1986 — 1990
BS, Economics
Jeffrey Hodde's Hambrecht & Quist Experience 1987 - 1989
Job CEO at Watchung Mountain Capital
Industry Venture Capital & Private Equity
Experience
Watchung Mountain Capital January 2000 - Present
Cowen and Company June 1989 - January 1991
Hambrecht & Quist 1987 - 1989
Oppenheimer & Co. 1981 - 1987
Merrill Lynch 1979 - 1981
White Weld 1978 - 1979
Merrill Lynch 1976 - 1978
Kidder Peabody July 1969 - February 1976
Skills
Strategic Planning, Marketing Strategy, International Relations, Public Speaking, Research, Sales Management, Corporate Development, Social Networking, Facebook, Volunteer Management, Entrepreneurship, Finance, Equities, Investments, Management, Sales, Strategy, Start-ups, Trading
Education
Hobart and William Smith Colleges 1965 — 1969
BA, Economics
The Pingry School 1963 — 1965
New York Institute of Finance
Investments, Corporate Finance, Technical Analysis
Summit High School
Watchung Mountain Capital January 2000 - Present
Cowen and Company June 1989 - January 1991
Hambrecht & Quist 1987 - 1989
Oppenheimer & Co. 1981 - 1987
Merrill Lynch 1979 - 1981
White Weld 1978 - 1979
Merrill Lynch 1976 - 1978
Kidder Peabody July 1969 - February 1976
Skills
Strategic Planning, Marketing Strategy, International Relations, Public Speaking, Research, Sales Management, Corporate Development, Social Networking, Facebook, Volunteer Management, Entrepreneurship, Finance, Equities, Investments, Management, Sales, Strategy, Start-ups, Trading
Education
Hobart and William Smith Colleges 1965 — 1969
BA, Economics
The Pingry School 1963 — 1965
New York Institute of Finance
Investments, Corporate Finance, Technical Analysis
Summit High School
Hugh Burke's Hambrecht & Quist Experience 1984 - 2001
Job Manager at Burke Investors
Industry Investment Management
Experience
Burke Investors June 2003 - Present
Hambrecht & Quist 1984 - 2001
IBM, Data Processing Division September 1977 - May 1982
Skills
Private Equity, Investments, Equities, Valuation, Portfolio Management, Asset Managment, Hedge Funds, Alternative Investments
Education
Harvard Business School 1982 — 1984
MBA
University of Pennsylvania 1973 — 1977
b.a., Economics
CODASCO 1965 — 1973
High School, Russian Language and Literature
Burke Investors June 2003 - Present
Hambrecht & Quist 1984 - 2001
IBM, Data Processing Division September 1977 - May 1982
Skills
Private Equity, Investments, Equities, Valuation, Portfolio Management, Asset Managment, Hedge Funds, Alternative Investments
Education
Harvard Business School 1982 — 1984
MBA
University of Pennsylvania 1973 — 1977
b.a., Economics
CODASCO 1965 — 1973
High School, Russian Language and Literature
Kurt Kruger's Hambrecht & Quist Experience 1987 - 1996
Job Independent Medical Devices Professional
Industry
Experience
Navigant February 2013 - Present
Kruger Capital 2009 - 2010
Montgomery Securities January 1996 - February 2003
Banc of America Securities 2000 - 2003
Hambrecht & Quist 1987 - 1996
Skills
Private Equity, Equity Research, Hedge Funds, Venture Capital, Equities, Valuation, Investment Banking, IPO, Investments, Capital Markets, Business Valuation, Start-ups, Alternative Investments, Entrepreneurship, Due Diligence, Mergers & Acquisitions, Corporate Development, M&A experience, Emerging Markets, Financial Modeling, Investor Relations
Education
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1982
MS, Finance and Management of Innovation
The University of Michigan 1977 — 1979
MS, Bioengineering
Brown University 1973 — 1977
Sc.B., Biomedical Engineering
Navigant February 2013 - Present
Kruger Capital 2009 - 2010
Montgomery Securities January 1996 - February 2003
Banc of America Securities 2000 - 2003
Hambrecht & Quist 1987 - 1996
Skills
Private Equity, Equity Research, Hedge Funds, Venture Capital, Equities, Valuation, Investment Banking, IPO, Investments, Capital Markets, Business Valuation, Start-ups, Alternative Investments, Entrepreneurship, Due Diligence, Mergers & Acquisitions, Corporate Development, M&A experience, Emerging Markets, Financial Modeling, Investor Relations
Education
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1982
MS, Finance and Management of Innovation
The University of Michigan 1977 — 1979
MS, Bioengineering
Brown University 1973 — 1977
Sc.B., Biomedical Engineering
Robin Kaukonen's Hambrecht & Quist Experience December 1993 - May 1994
Job Managing Director, Execution Services at Trading Partners
Industry Information Technology and Services
Experience
Trading Partners May 2013 - January 2014
ITG November 2008 - February 2013
Lehman Brothers March 1996 - March 2008
Demer IR Counsel June 1994 - March 1996
Hambrecht & Quist December 1993 - May 1994
Lehman Brothers 1989 - December 1993
Skills
Electronic Trading, Trading Systems, Bloomberg, Financial Markets, Market Data, Trading Strategies, High Touch Trading, Trading, Hedge Funds, Options, Equity Derivatives, Derivatives, Equity Research, Alternative Investments, Asset Management, Securities, Capital Markets, Fixed Income, Investments
Education
Carnegie Mellon University 1983 — 1987
Bachelor's degree, Industrial Management
Central Bucks West
Trading Partners May 2013 - January 2014
ITG November 2008 - February 2013
Lehman Brothers March 1996 - March 2008
Demer IR Counsel June 1994 - March 1996
Hambrecht & Quist December 1993 - May 1994
Lehman Brothers 1989 - December 1993
Skills
Electronic Trading, Trading Systems, Bloomberg, Financial Markets, Market Data, Trading Strategies, High Touch Trading, Trading, Hedge Funds, Options, Equity Derivatives, Derivatives, Equity Research, Alternative Investments, Asset Management, Securities, Capital Markets, Fixed Income, Investments
Education
Carnegie Mellon University 1983 — 1987
Bachelor's degree, Industrial Management
Central Bucks West
Clare Canale's Hambrecht & Quist Experience 1993 - 2001
Job Investor Services Manager at Top Tier Capital Partners
Industry Financial Services
Experience
Top Tier Capital Partners April 2011 - Present
Paul Capital Partners June 2006 - April 2011
Charles Schwab November 2002 - April 2006
Hambrecht & Quist 1993 - 2001
Rickel & Associates September 1990 - May 1993
18 Farley Road School 1972 - 1986
Skills
Investments, Alternative Investments, Venture Capital, Private Equity, Portfolio Management, Investor Relations, Strategy, Marketing, Emerging Markets
Education
Fairfield University 1986 — 1990
B.A., Politics and Studio Art
Top Tier Capital Partners April 2011 - Present
Paul Capital Partners June 2006 - April 2011
Charles Schwab November 2002 - April 2006
Hambrecht & Quist 1993 - 2001
Rickel & Associates September 1990 - May 1993
18 Farley Road School 1972 - 1986
Skills
Investments, Alternative Investments, Venture Capital, Private Equity, Portfolio Management, Investor Relations, Strategy, Marketing, Emerging Markets
Education
Fairfield University 1986 — 1990
B.A., Politics and Studio Art
Asher Shih's Hambrecht & Quist Experience August 1995 - April 2001
Job Making the internet smarter !!
Industry Computer Software
Experience
Independent Inventor June 2010 - Present
Algorithmic Trading March 2003 - February 2010
Hambrecht & Quist August 1995 - April 2001
Salomon Brothers 1992 - 1995
City Bank 1990 - 1992
Stratus Computer 1988 - 1990
Skills
Networking, Algorithms, Security, Infrastructure, Entrepreneurship, JavaScript, Start-ups, Trading Systems, Equities, Consulting, Java, XML, Strategic Partnerships, E-commerce, Machine Learning, Big Data, Agile Methodologies, Business Development
Education
Boston University
Master of Science (MS), Computer Engineering
Boston Unversity
Independent Inventor June 2010 - Present
Algorithmic Trading March 2003 - February 2010
Hambrecht & Quist August 1995 - April 2001
Salomon Brothers 1992 - 1995
City Bank 1990 - 1992
Stratus Computer 1988 - 1990
Skills
Networking, Algorithms, Security, Infrastructure, Entrepreneurship, JavaScript, Start-ups, Trading Systems, Equities, Consulting, Java, XML, Strategic Partnerships, E-commerce, Machine Learning, Big Data, Agile Methodologies, Business Development
Education
Boston University
Master of Science (MS), Computer Engineering
Boston Unversity
Ian Isaacs's Hambrecht & Quist Experience January 1985 - May 1990
Job Senior Partner, Gagnon Securities
Industry Investment Management
Experience
Gagnon Securities 2012 - Present
Greenlight Re July 2004 - Present
Merlin Securities May 2008 - September 2012
UBS July 2000 - March 2008
Paine Webber May 1990 - July 2000
Hambrecht & Quist January 1985 - May 1990
Skills
Investments, Hedge Funds, Asset Management, Valuation, Financial Modeling, Due Diligence, Private Equity, Alternative Investments, Equities, Venture Capital, Capital Markets, Fixed Income, Series 7, Investment Banking, Financial Analysis
Education
Carleton College
B.A.
Gagnon Securities 2012 - Present
Greenlight Re July 2004 - Present
Merlin Securities May 2008 - September 2012
UBS July 2000 - March 2008
Paine Webber May 1990 - July 2000
Hambrecht & Quist January 1985 - May 1990
Skills
Investments, Hedge Funds, Asset Management, Valuation, Financial Modeling, Due Diligence, Private Equity, Alternative Investments, Equities, Venture Capital, Capital Markets, Fixed Income, Series 7, Investment Banking, Financial Analysis
Education
Carleton College
B.A.
Cheryl Glover's Hambrecht & Quist Experience October 1988 - February 1998
Job Sales
Industry Professional Training & Coaching
Experience
Footstock November 2010 - Present
Prudential Financial March 2000 - March 2002
Morgan Stanley Smith Barney May 1998 - March 2000
Hambrecht & Quist October 1988 - February 1998
Skills
Start-ups, Investments
Education
Stonehill College
bachelor, Finance, Political Science
Footstock November 2010 - Present
Prudential Financial March 2000 - March 2002
Morgan Stanley Smith Barney May 1998 - March 2000
Hambrecht & Quist October 1988 - February 1998
Skills
Start-ups, Investments
Education
Stonehill College
bachelor, Finance, Political Science
Matthew Boskin's Hambrecht & Quist Experience 1990 - 1998
Job Equity sales at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group SalesSterne Agee2008 - 2009
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Hambrecht & quist 1990 - 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Equity Research, Equity Trading, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Sales, Series 7, Valuation
Education
Fordham University - Graduate School of Business Administration
MBA
Boston University 1979 — 1983
BSBA, Business
Susquehanna International Group SalesSterne Agee2008 - 2009
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Hambrecht & quist 1990 - 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Equity Research, Equity Trading, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Options, Portfolio Management, Sales, Series 7, Valuation
Education
Fordham University - Graduate School of Business Administration
MBA
Boston University 1979 — 1983
BSBA, Business
Sue Doherty's Hambrecht & Quist Experience January 1996 - December 2001
Job Sr. Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2002 - Present
Hambrecht & Quist January 1996 - December 2001
Morgan Stanley Smith Barney July 1986 - July 1995
Skills
Series 7, Series 63, Bloomberg, Options, Bloomberg Terminal, Customer Service, Fixed Income, Securities, Investments, Equities
Education
Ulster Co Community College 1983 — 1986
A.S., Business Management
Bentley University
RBC Wealth Management November 2002 - Present
Hambrecht & Quist January 1996 - December 2001
Morgan Stanley Smith Barney July 1986 - July 1995
Skills
Series 7, Series 63, Bloomberg, Options, Bloomberg Terminal, Customer Service, Fixed Income, Securities, Investments, Equities
Education
Ulster Co Community College 1983 — 1986
A.S., Business Management
Bentley University
Ellen Feeney's Hambrecht & Quist Experience September 1984 - September 1989
Job Independent Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Weiss, Peck & Greer Venture Partners September 1989 - September 2002
Hambrecht & Quist September 1984 - September 1989
Rockefeller University June 1983 - September 1984
Education
University of California 1981 — 1983
Master of Science (M.S.), Human/Medical Genetics
Duke University 1977 — 1981
Bachelor of Science (B.S.), Biology & Philosophy
Weiss, Peck & Greer Venture Partners September 1989 - September 2002
Hambrecht & Quist September 1984 - September 1989
Rockefeller University June 1983 - September 1984
Education
University of California 1981 — 1983
Master of Science (M.S.), Human/Medical Genetics
Duke University 1977 — 1981
Bachelor of Science (B.S.), Biology & Philosophy
Jodi Trifone's Hambrecht & Quist Experience 1994 - 1996
Job Executive Assistant at Sankaty Advisors, LLC/Bain Capital
Industry Financial Services
Experience
Sankaty Advisors, LLC/Bain Capital January 2015 - Present
Galt Investment Management LLC October 2006 - January 2015
Redbrick Capital Management LP 2005 - 2006
Pangaea LP 1996 - 2005
Hambrecht & Quist 1994 - 1996
Homans, McGraw, Trull, Valelo/HC Wainwright 1985 - 1994
Skills
Portfolio Management, Hedge Funds, Equities, Asset Management, Investments, Trading
Education
Massachusetts College of Art
Fashion/Apparel Design
Sankaty Advisors, LLC/Bain Capital January 2015 - Present
Galt Investment Management LLC October 2006 - January 2015
Redbrick Capital Management LP 2005 - 2006
Pangaea LP 1996 - 2005
Hambrecht & Quist 1994 - 1996
Homans, McGraw, Trull, Valelo/HC Wainwright 1985 - 1994
Skills
Portfolio Management, Hedge Funds, Equities, Asset Management, Investments, Trading
Education
Massachusetts College of Art
Fashion/Apparel Design
Alexis Waadt's Hambrecht & Quist Experience 1992 - 1996
Job Portfolio Manager at Wall Street Associates, LLC
Industry Investment Management
Experience
Wall Street Associates, LLC February 1997 - Present
Hambrecht & Quist 1992 - 1996
Skills
Asset Management, Bloomberg, Equity Research, Equities, Alternative Investments, Equity Valuation, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling
Education
San Diego State University-California State University
Master of Business Administration (MBA), Finance, General
University of California, San Diego
Bachelor of Arts (BA), Economics
Wall Street Associates, LLC February 1997 - Present
Hambrecht & Quist 1992 - 1996
Skills
Asset Management, Bloomberg, Equity Research, Equities, Alternative Investments, Equity Valuation, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling
Education
San Diego State University-California State University
Master of Business Administration (MBA), Finance, General
University of California, San Diego
Bachelor of Arts (BA), Economics
John R. Cronin's Hambrecht & Quist Experience January 1995 - January 2000
Job President Finishline Capital Inc.
Industry Financial Services
Experience
Finishline Capital Inc. November 2012 - Present
Rodman & Renshaw May 2011 - July 2012
Hudson Securities April 2009 - May 2011
UBS June 2008 - April 2009
UBS May 2005 - June 2008
Schwab Soundview Capital Markets January 2004 - January 2005
RBC Capital Markets March 2003 - January 2004
CE UNTERBURG Tobin January 2000 - January 2003
Hambrecht & Quist January 1995 - January 2000
Lehman Brothers January 1994 - January 1995
Skills
Equities, Capital Markets, Bloomberg, Series 7, Series 63, Series 24, series55, Prime Brokerage, Securities, Trading, Equity Trading, Traders, Equity Research, Hedge Funds, Options, Electronic Trading, Derivatives, Investment Banking, Risk Management, Trading Strategies, Finance, Financial Risk, Market Making, Fixed Income, FINRA, Financial Markets, Alternative Investments, Portfolio Management, Relationship Management, Trading Systems, Investments, ETFs, Bonds, Asset Management, Equity Derivatives, Stocks, Proprietary Trading, Financial Services, Commodity, IPO, Investment Strategies, Private Equity, Funding
Education
Seton Hall University 1982 — 1986
Bachelor of Science, Finance, Graduated Magna Cum Laude - 3.8 gpa
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Finance
Finishline Capital Inc. November 2012 - Present
Rodman & Renshaw May 2011 - July 2012
Hudson Securities April 2009 - May 2011
UBS June 2008 - April 2009
UBS May 2005 - June 2008
Schwab Soundview Capital Markets January 2004 - January 2005
RBC Capital Markets March 2003 - January 2004
CE UNTERBURG Tobin January 2000 - January 2003
Hambrecht & Quist January 1995 - January 2000
Lehman Brothers January 1994 - January 1995
Skills
Equities, Capital Markets, Bloomberg, Series 7, Series 63, Series 24, series55, Prime Brokerage, Securities, Trading, Equity Trading, Traders, Equity Research, Hedge Funds, Options, Electronic Trading, Derivatives, Investment Banking, Risk Management, Trading Strategies, Finance, Financial Risk, Market Making, Fixed Income, FINRA, Financial Markets, Alternative Investments, Portfolio Management, Relationship Management, Trading Systems, Investments, ETFs, Bonds, Asset Management, Equity Derivatives, Stocks, Proprietary Trading, Financial Services, Commodity, IPO, Investment Strategies, Private Equity, Funding
Education
Seton Hall University 1982 — 1986
Bachelor of Science, Finance, Graduated Magna Cum Laude - 3.8 gpa
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Finance
Kurt Kruger's Hambrecht & Quist Experience July 1987 - January 1996
Job Partner, Investment Banking at WR Hambrecht + Co
Industry
Experience
WR Hambrecht + Co June 2014 - Present
Navigant February 2013 - June 2014
Bank of America January 2001 - February 2003
Montgomery Securities January 1996 - January 2001
Hambrecht & Quist July 1987 - January 1996
Guidant, CPI July 1984 - July 1987
Education
Brown University
Columbia University in the City of New York
Massachusetts Institute of Technology
University of Michigan College of Literature, Science, and the Arts
WR Hambrecht + Co June 2014 - Present
Navigant February 2013 - June 2014
Bank of America January 2001 - February 2003
Montgomery Securities January 1996 - January 2001
Hambrecht & Quist July 1987 - January 1996
Guidant, CPI July 1984 - July 1987
Education
Brown University
Columbia University in the City of New York
Massachusetts Institute of Technology
University of Michigan College of Literature, Science, and the Arts
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS