Harbor View Advisors
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Harbor View Advisors Employees
Employee
Years
Job
Industry
David Zander David Zander's Harbor View Advisors Experience May 2012 - August 2012
Job Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank July 2015 - Present
Wells Fargo May 2013 - August 2013
Harbor View Advisors May 2012 - August 2012
Education
Emory University 2011 — 2015
Bachelor's Degree, Finance and Accounting
Barclays Investment Bank July 2015 - Present
Wells Fargo May 2013 - August 2013
Harbor View Advisors May 2012 - August 2012
Education
Emory University 2011 — 2015
Bachelor's Degree, Finance and Accounting
Jason Schoepfer Jason Schoepfer's Harbor View Advisors Experience May 2015 - Present
Job Associate at Harbor View Advisors
Industry Investment Banking
Experience
Harbor View Advisors May 2015 - Present
110 Play Harder December 2012 - April 2015
Knowledge Infusion January 2012 - November 2012
Black Diamond Performance Reporting, LLC January 2010 - January 2012
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Microsoft Excel, Managerial Finance, SaaS, Process Improvement, Business Strategy, Microsoft Office, Forecasting, Financial Accounting, Salesforce.com, Inventory Management, Inventory Planning, Start-ups, NetSuite, QuickBooks, Strategic Planning, Accounting, Business Analysis, Data Analysis, Financial Forecasting, Financial Audits, Budget, Operating Budgets, Mergers, Acquisitions, Acquisition Integration, Finance, Financial Reporting, Corporate Finance, Analysis, Investor Relations, Due Diligence, Gross Margin, Valuation
Education
University of North Florida 2011 — 2013
Master of Business Administration (M.B.A.), Accounting
University of North Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Harbor View Advisors May 2015 - Present
110 Play Harder December 2012 - April 2015
Knowledge Infusion January 2012 - November 2012
Black Diamond Performance Reporting, LLC January 2010 - January 2012
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Microsoft Excel, Managerial Finance, SaaS, Process Improvement, Business Strategy, Microsoft Office, Forecasting, Financial Accounting, Salesforce.com, Inventory Management, Inventory Planning, Start-ups, NetSuite, QuickBooks, Strategic Planning, Accounting, Business Analysis, Data Analysis, Financial Forecasting, Financial Audits, Budget, Operating Budgets, Mergers, Acquisitions, Acquisition Integration, Finance, Financial Reporting, Corporate Finance, Analysis, Investor Relations, Due Diligence, Gross Margin, Valuation
Education
University of North Florida 2011 — 2013
Master of Business Administration (M.B.A.), Accounting
University of North Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Jim Philip's Harbor View Advisors Experience October 2007 - Present
Job Partner at Harbor View Advisors
Industry Financial Services
Experience
Harbor View Advisors October 2007 - Present
GreenJobInterview Video Interviewing April 2015 - Present
Pacesetter Technology August 2013 - Present
Breezy.HR October 2014 - Present
Protection Plan Inc. January 2013 - Present
110% Play Harder June 2010 - Present
Swyft Technology December 2008 - April 2014
Knowledge Infusion March 2012 - November 2012
Black Diamond Performance Reporting, LLC February 2009 - August 2011
Vurv Technology 2003 - 2007
Skills
Venture Capital, Leadership, Start-ups, Strategic Planning, Mergers & Acquisitions, Business Strategy, Strategy, Investments, Management, Business Development, Due Diligence, Fundraising, SaaS, Forecasting, Budgets, Enterprise Software, Mergers, Management Consulting, Talent Management, Talent Acquisition
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Vanderbilt University 1985 — 1989
BA, Economics and Mathematics
Harbor View Advisors October 2007 - Present
GreenJobInterview Video Interviewing April 2015 - Present
Pacesetter Technology August 2013 - Present
Breezy.HR October 2014 - Present
Protection Plan Inc. January 2013 - Present
110% Play Harder June 2010 - Present
Swyft Technology December 2008 - April 2014
Knowledge Infusion March 2012 - November 2012
Black Diamond Performance Reporting, LLC February 2009 - August 2011
Vurv Technology 2003 - 2007
Skills
Venture Capital, Leadership, Start-ups, Strategic Planning, Mergers & Acquisitions, Business Strategy, Strategy, Investments, Management, Business Development, Due Diligence, Fundraising, SaaS, Forecasting, Budgets, Enterprise Software, Mergers, Management Consulting, Talent Management, Talent Acquisition
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Vanderbilt University 1985 — 1989
BA, Economics and Mathematics
Joseph Robie Joseph Robie's Harbor View Advisors Experience May 2011 - December 2014
Job MBA Candidate at UCLA Anderson School of Management
Industry Financial Services
Experience
The Marcus Buckingham Company December 2014 - Present
Harbor View Advisors May 2011 - December 2014
ThinkEquity LLC April 2009 - November 2010
UBS Investment Bank July 2008 - November 2008
Skills
Mergers & Acquisitions, Investment Banking, IPO, Valuation, Financial Analysis, Private Placements, Private Equity, Financial Modeling, Equities, Capital Markets, Corporate Finance, Bloomberg, Due Diligence, Capital IQ, Xero, Nexonia, Venture Capital, Entrepreneurship, Start-ups, Competitive Strategies, Competitive Pricing, Market Research, Corporate Social..., Business Strategy, Business Development, Business Process..., Business Process..., Business Planning, Corporate Development, Corporate Financial..., Board of Directors..., Board Presentations, Operating Budgets, Department Budgeting, Pricing Strategy, Employee Training
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University 2004 — 2007
Bachelor's
Iolani School 2000 — 2004
The Marcus Buckingham Company December 2014 - Present
Harbor View Advisors May 2011 - December 2014
ThinkEquity LLC April 2009 - November 2010
UBS Investment Bank July 2008 - November 2008
Skills
Mergers & Acquisitions, Investment Banking, IPO, Valuation, Financial Analysis, Private Placements, Private Equity, Financial Modeling, Equities, Capital Markets, Corporate Finance, Bloomberg, Due Diligence, Capital IQ, Xero, Nexonia, Venture Capital, Entrepreneurship, Start-ups, Competitive Strategies, Competitive Pricing, Market Research, Corporate Social..., Business Strategy, Business Development, Business Process..., Business Process..., Business Planning, Corporate Development, Corporate Financial..., Board of Directors..., Board Presentations, Operating Budgets, Department Budgeting, Pricing Strategy, Employee Training
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University 2004 — 2007
Bachelor's
Iolani School 2000 — 2004
Margaret Cobb's Harbor View Advisors Experience April 2014 - Present
Job Analyst at Harbor View Advisors
Industry Financial Services
Experience
Harbor View Advisors April 2014 - Present
Savannah College of Art and Design July 2013 - March 2014
Shepherd June 2012 - August 2012
Harbor View Advisors June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2009 — 2013
B.A, Journalism and Mass Communication, Advertising sequence, Minor in Hispanic Studies
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
UNC Business Essentials Certificate
Universidad de Salamanca
Cursos Internacionales
The Bolles School 2005 — 2009
Harbor View Advisors April 2014 - Present
Savannah College of Art and Design July 2013 - March 2014
Shepherd June 2012 - August 2012
Harbor View Advisors June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2009 — 2013
B.A, Journalism and Mass Communication, Advertising sequence, Minor in Hispanic Studies
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
UNC Business Essentials Certificate
Universidad de Salamanca
Cursos Internacionales
The Bolles School 2005 — 2009
William Hartje's Harbor View Advisors Experience September 2015 - Present
Job Analyst at Harbor View Advisors
Industry Financial Services
Experience
Harbor View Advisors September 2015 - Present
Deutsche Bank July 2014 - September 2015
Grassy Creek LLC May 2013 - August 2013
EverBank May 2012 - August 2012
Epping Forest Yacht Club May 2010 - August 2012
The Bolles School May 2011 - August 2011
Epping Forest Yacht Club May 2008 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Research, Event Planning, Data Analysis, Photoshop, Swim Instruction, Mortgage Lending, Analysis, Marketing, Write-ups, FX Hedging, Leadership, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. in Economics, Dual Concentrations in Finance and Operations and Information Management (OPIM)
The Bolles School 2006 — 2010
High School Diploma
Harbor View Advisors September 2015 - Present
Deutsche Bank July 2014 - September 2015
Grassy Creek LLC May 2013 - August 2013
EverBank May 2012 - August 2012
Epping Forest Yacht Club May 2010 - August 2012
The Bolles School May 2011 - August 2011
Epping Forest Yacht Club May 2008 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Research, Event Planning, Data Analysis, Photoshop, Swim Instruction, Mortgage Lending, Analysis, Marketing, Write-ups, FX Hedging, Leadership, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. in Economics, Dual Concentrations in Finance and Operations and Information Management (OPIM)
The Bolles School 2006 — 2010
High School Diploma
Rebecca Heinrich Rebecca Heinrich's Harbor View Advisors Experience August 2013 - July 2015
Job Entrepreneur in Residence at BD
Industry Medical Devices
Experience
BD July 2015 - Present
Harbor View Advisors August 2013 - July 2015
Janssen, Pharmaceutical Companies of Johnson and Johnson May 2012 - August 2012
Johnson and Johnson Vision Care (Vistakon) 2006 - 2011
Skills
M&A Advisory Services, Strategic M&A, Competitive Analysis, Cross-functional Team..., Financial Modeling, Strategy, Market Analysis, Business Strategy, Data Analysis, Pharmaceutical Industry, Healthcare, Medical Devices, Medical Device R&D
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Healthcare Management
Georgia Institute of Technology 2003 — 2006
MS, Bioengineering
University of Florida 1999 — 2003
BS, Materials Science and Engineering
BD July 2015 - Present
Harbor View Advisors August 2013 - July 2015
Janssen, Pharmaceutical Companies of Johnson and Johnson May 2012 - August 2012
Johnson and Johnson Vision Care (Vistakon) 2006 - 2011
Skills
M&A Advisory Services, Strategic M&A, Competitive Analysis, Cross-functional Team..., Financial Modeling, Strategy, Market Analysis, Business Strategy, Data Analysis, Pharmaceutical Industry, Healthcare, Medical Devices, Medical Device R&D
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Healthcare Management
Georgia Institute of Technology 2003 — 2006
MS, Bioengineering
University of Florida 1999 — 2003
BS, Materials Science and Engineering
Carolyn Mathis Carolyn Mathis's Harbor View Advisors Experience 2008 - Present
Job Partner at Harbor View Advisors
Industry Financial Services
Experience
Harbor View Advisors 2008 - Present
Goldman Sachs August 1993 - February 2005
Education
The University of Chicago 1991 — 1993
MBA, Finance
Dickinson College 1981 — 1985
BA, English, French
Harbor View Advisors 2008 - Present
Goldman Sachs August 1993 - February 2005
Education
The University of Chicago 1991 — 1993
MBA, Finance
Dickinson College 1981 — 1985
BA, English, French
Grace Mathis Grace Mathis's Harbor View Advisors Experience June 2015 - Present
Job Student at Haverford College
Industry
Experience
Harbor View Advisors June 2015 - Present
Education
Haverford College 2015 — 2019
Harbor View Advisors June 2015 - Present
Education
Haverford College 2015 — 2019
Emily Hume's Harbor View Advisors Experience January 2015 - Present
Job Student at Harvard College
Industry
Experience
Harbor View Advisors January 2015 - Present
Quintairos, Prieto, Wood, & Boyer, P.A. August 2014 - January 2015
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Legal Assistance
Education
Harvard University 2015 — 2019
The Bolles School 2011 — 2014
High School
Harbor View Advisors January 2015 - Present
Quintairos, Prieto, Wood, & Boyer, P.A. August 2014 - January 2015
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Legal Assistance
Education
Harvard University 2015 — 2019
The Bolles School 2011 — 2014
High School
John R Stiefel III John R Stiefel III's Harbor View Advisors Experience June 2011 - August 2011
Job Financial Analyst at FIS
Industry Financial Services
Experience
FIS June 2014 - Present
Blackstreet Capital Management September 2013 - February 2014
Lead Capital Partners June 2013 - September 2013
CapitalSouth Partners May 2012 - August 2012
Harbor View Advisors June 2011 - August 2011
Education
Sewanee-The University of the South 2009 — 2013
Economics
FIS June 2014 - Present
Blackstreet Capital Management September 2013 - February 2014
Lead Capital Partners June 2013 - September 2013
CapitalSouth Partners May 2012 - August 2012
Harbor View Advisors June 2011 - August 2011
Education
Sewanee-The University of the South 2009 — 2013
Economics
John Mathis's Harbor View Advisors Experience January 2006 - Present
Job Partner at Harbor View Advisors
Industry Financial Services
Experience
Harbor View Advisors January 2006 - Present
Camelot Capital April 2004 - December 2007
Goldman Sachs January 2000 - April 2004
A.T. Kearney April 1987 - April 2000
Skills
Investments, Mergers, Private Equity, Hedge Funds, Venture Capital, Corporate Development, Investment Banking, Valuation, Capital Markets, Financial Modeling, Financial Analysis, Corporate Finance, Equities, Due Diligence, On-Demand Corporate...
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance
DePauw University 1982 — 1986
BA, Economics
Harbor View Advisors January 2006 - Present
Camelot Capital April 2004 - December 2007
Goldman Sachs January 2000 - April 2004
A.T. Kearney April 1987 - April 2000
Skills
Investments, Mergers, Private Equity, Hedge Funds, Venture Capital, Corporate Development, Investment Banking, Valuation, Capital Markets, Financial Modeling, Financial Analysis, Corporate Finance, Equities, Due Diligence, On-Demand Corporate...
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance
DePauw University 1982 — 1986
BA, Economics
Chris Haley's Harbor View Advisors Experience January 2013 - Present
Job Principal at Harbor View Advisors, LLC
Industry Financial Services
Experience
Michael C. Fina September 2014 - Present
Antisyn, LLC August 2014 - Present
Wealth Access, Inc. July 2014 - Present
Forcura, LLC July 2014 - Present
Harbor View Advisors January 2013 - Present
Knowledge Infusion August 2011 - December 2012
Black Diamond Performance Reporting, LLC August 2007 - August 2011
Bass, Berry & Sims June 2002 - July 2007
Ernst & Young 1997 - 1998
Skills
Tax, Mergers, Compliance, Contract Negotiation, SaaS, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Law, Corporate Governance, Entrepreneurship, Entrepreneurial Finance, Entrepreneurial..., Profitable Growth, Growth Capital, Growing Businesses, Accounting
Education
New York University School of Law 2001 — 2002
LL.M., Taxation
University of Tennessee College of Law 1998 — 2001
JD, Law
University of Mississippi 1997 — 2001
Master's Degree, Taxation
University of Mississippi 1993 — 1997
BAccy, Accountancy
Senatobia High School 1989 — 1993
Michael C. Fina September 2014 - Present
Antisyn, LLC August 2014 - Present
Wealth Access, Inc. July 2014 - Present
Forcura, LLC July 2014 - Present
Harbor View Advisors January 2013 - Present
Knowledge Infusion August 2011 - December 2012
Black Diamond Performance Reporting, LLC August 2007 - August 2011
Bass, Berry & Sims June 2002 - July 2007
Ernst & Young 1997 - 1998
Skills
Tax, Mergers, Compliance, Contract Negotiation, SaaS, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Law, Corporate Governance, Entrepreneurship, Entrepreneurial Finance, Entrepreneurial..., Profitable Growth, Growth Capital, Growing Businesses, Accounting
Education
New York University School of Law 2001 — 2002
LL.M., Taxation
University of Tennessee College of Law 1998 — 2001
JD, Law
University of Mississippi 1997 — 2001
Master's Degree, Taxation
University of Mississippi 1993 — 1997
BAccy, Accountancy
Senatobia High School 1989 — 1993