ICONIQ Capital
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ICONIQ Capital Employees
ICONIQ Capital April 2015 - Present
Chevron July 2013 - March 2015
Chevron June 2012 - August 2012
Morgan Stanley October 2006 - April 2011
Amaranth Advisors, LLC June 2006 - October 2006
Skills
Strategic Planning, Financial Modeling, Equities, Private Equity, Valuation, Investment Banking, Strategy, Investments, Competitive Analysis, Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance
Duke University 2002 — 2006
BA, History; Markets and Management
Wichita Collegiate School 1998 — 2002
High School
kCura January 2015 - Present
Sprinklr December 2014 - Present
ICONIQ Capital September 2013 - Present
ICONIQ Strategic Partners September 2013 - Present
Battery Ventures June 2012 - September 2013
Groupon April 2011 - June 2012
Technology Crossover Ventures July 2008 - May 2011
Lehman Brothers 2006 - 2008
Skills
Venture Capital, Private Equity, Corporate Development, Mergers, Start-ups, Investment Banking, Financial Modeling, Investments, Entrepreneurship, Valuation, Due Diligence, Corporate Finance, Equities, Angel Investing, Business Strategy, Business Development, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance and Management
Fisher Investments March 2015 - Present
ICONIQ Capital December 2014 - March 2015
Fisher Investments June 2013 - November 2014
Charles Schwab September 2011 - May 2013
Jonathan Keane Golf January 2010 - August 2011
Fry's Electronics October 2007 - October 2010
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science (BS), Finance, Graduated
ICONIQ Capital September 2015 - Present
Activated 2012 - 2015
Southern Union July 2011 - July 2012
Zimmer Lucas Partners (energy hedge fund) 2005 - 2011
Skills
Investments, Equity Research, Financial Analysis, Hedge Funds, Finance, Investor Relations, Financial Modeling, Valuation, Due Diligence, Equities, Corporate Finance, Alternative Investments, Bloomberg, Asset Management, Investment Banking
Education
University of Pennsylvania
Bachelor's degree, Economics and History
ICONIQ Capital January 2015 - Present
ICONIQ Capital January 2014 - December 2014
ICONIQ Capital March 2013 - January 2014
Santé Health System, Inc June 2011 - February 2013
Santé Health System, Inc February 2010 - June 2011
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science, Business - Finance, Minor in Economics
C.M. Capital Advisors January 2014 - Present
ICONIQ Capital July 2013 - January 2014
Bloomberg LP June 2012 - August 2012
Fisher Investments December 2011 - March 2012
Stone & Youngberg May 2011 - August 2011
Skills
Financial Analysis, Research, PowerPoint, Microsoft Office, Market Research, Marketing Strategy, Bloomberg Terminal
Education
Santa Clara University 2011 — 2013
Political Science
The Johns Hopkins University 2009 — 2011
Political Science
Menlo School 2005 — 2009
Facebook September 2014 - Present
ICONiQ Capital October 2013 - May 2014
Walnut Hills Golf Club May 2011 - June 2012
Walnut Hills Golf Club September 2010 - May 2011
TUCCI 2007 - 2009
Skills
Training, Team Building, Customer Service, Sales, Marketing Strategy, Customer Satisfaction, Public Relations, Event Management, Marketing, Leadership, Retail, Social Media Marketing, Hospitality, Social Networking, Time Management, Social Media
Education
Michigan State University 2009 — 2012
Bachelor of Arts (BA), Eli Broad Business School
MiraCosta College 2007 — 2009
ICONIQ Capital September 2013 - Present
R.V. Kuhns & Associates January 2011 - April 2013
R.V. Kuhns & Associates January 2010 - December 2010
Hitachi Data Systems June 2008 - December 2009
Merrill Lynch 2008 - 2008
Lewis PR September 2007 - December 2007
Skills
Financial Modeling, Bloomberg, Investments, Asset Management, Portfolio Management, Investment Strategies, Finance, Equities, Valuation, Fixed Income, Asset Allocation, Equity Research, Alternative Investments
Education
Santa Clara University 2005 — 2009
ICONIQ Capital June 2014 - Present
Hawthorn, PNC Family Wealth June 2012 - January 2014
Glenmede June 2011 - August 2011
Hangley Aronchick Segal Pudlin & Schiller May 2010 - August 2010
Skills
Litigation, Investments, Securities, Estate Planning, Legal Research, Corporate Finance, Westlaw, Mergers, Wealth Management, Financial Modeling, Legal Writing, Alternative Investments, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Mutual Funds
Education
University of Colorado School of Law 2009 — 2012
Doctor of Law (J.D.)
Wake Forest University 2005 — 2009
Bachelor of Arts (B.A.), History
The Agnes Irwin School 1997 — 2005
ICONIQ Capital March 2015 - Present
J.P. Morgan July 2014 - March 2015
The Wine Enthusiast June 2013 - August 2013
Santa Croce Cathedral January 2013 - April 2013
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Facebook, Event Planning, Microsoft Excel, Blogging, Social Media Marketing, Public Relations, Sales
Education
Miami University 2010 — 2014
Bachelor of Arts (BA), Mass Communication -- Media Production focus
American Institute for Foreign Study--Richmond University in Florence 2013 — 2013
Italian Studies
Darien High School 2006 — 2010
High School Diploma
ICONIQ Capital May 2015 - Present
JMI Equity August 2014 - May 2015
McKinsey & Company May 2011 - May 2014
The Albright Stonebridge Group May 2010 - August 2010
Education
Harvard University 2008 — 2012
A.B.
ICONIQ Capital November 2014 - Present
First Republic Bank April 2013 - November 2014
Technology Crossover Ventures June 2012 - March 2013
Charles Schwab October 2011 - May 2012
The California Group January 2011 - June 2011
Consulate General of Ireland January 2011 - April 2011
Skills
Fundraising, Research, Politics, Event Planning, Outlook, Analysis, Policy Analysis, Public Speaking, Microsoft Excel, PowerPoint, Editing, Social Media, Strategic Planning, Data Analysis, Management, Leadership
Education
University of California, Los Angeles
B.A., Anthropology
ICONIQ Capital March 2015 - Present
UBS January 2014 - March 2015
Goldman Sachs June 2013 - October 2013
UBS July 2012 - March 2013
Alchemy Ventures March 2011 - August 2011
Wells Fargo Bank July 2010 - September 2010
Select Craftsmenship June 2010 - September 2010
Macy's June 2009 - September 2009
Big Apple Bagels June 2007 - August 2008
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor of Science, Finance
De La Salle High School 2005 — 2009
ICONIQ Capital May 2015 - Present
Education
University of Colorado Denver 2005 — 2007
Master of Business Administration (MBA)
University of Colorado Denver 2005 — 2007
Master of Science (MS)
University of Colorado Denver 1999 — 2003
Bachelor of Science; B.S.B
ICONIQ Capital September 2014 - Present
SkyView Investment Advisors November 2011 - September 2014
Blue Ocean Capital Management, LLC September 2010 - November 2011
Skills
Hedge Funds, Portfolio Management, Trading, Alternative Investments, Options, Capital Markets, Series 6, Series 7, Series 63, Series 65, Risk Management, Quantitative Risk...
Education
Monmouth University
Bachelor of Science (BS), Finance & Economics
ICONIQ Capital November 2013 - Present
Parallel Advisors October 2012 - October 2013
Education
San Francisco State University 2008 — 2012
ICONIQ Capital July 2015 - Present
Yosemite Conservancy January 2011 - Present
Rocketship Education February 2014 - Present
The Honest Company February 2015 - Present
Duetto December 2014 - March 2015
oDesk March 2012 - March 2014
Kayak March 2011 - May 2013
Chegg Inc. March 2010 - October 2011
drugstore.com April 2003 - August 2011
Bridgevine, Inc. February 2008 - December 2010
Education
University of California, Berkeley, Haas School of Business 1989 — 1991
MBA
Williams College 1982 — 1986
B.A., Economics
Tamalpais High School 1978 — 1982
ICONIQ Capital November 2014 - Present
Cambridge Associates July 2013 - November 2014
Barclays Wealth July 2011 - August 2011
Barclays Capital June 2011 - July 2011
Merrill Lynch June 2011 - June 2011
BNP Paribas June 2010 - August 2010
Skills
Spanish, Bloomberg Terminal, Microsoft Office, French, Microsoft Excel, Mandarin, Excel, Visual Basic, Adobe Creative Suite, Microsoft Access, Basic Arabic, Basic Mandarin
Education
Tufts University 2009 — 2013
BA, International Relations and Economics
Princeton Day School 2004 — 2009
High School
International School of Monaco 2001 — 2004
IB-MYP
Salesforce July 2015 - Present
salesforce.com March 2014 - July 2015
ICONIQ Capital October 2013 - April 2014
ServiceSource June 2012 - November 2013
University of California, Berkeley January 2011 - August 2012
Camp Recreation of Orange County June 2007 - August 2012
The East Bay Sanctuary August 2011 - February 2012
Skills
Human Resources, Nonprofits, Spanish, Proficient in Microsoft..., Strong ability to..., Detailed-oriented and..., Interviews, Public Speaking, Time Management, Proficient in Success..., Event Management, Community Outreach, Management, Fundraising, Event Planning, Onboarding, Data Analysis, Leadership, Social Networking, Recruiting Coordinator, Talent Force
Education
University of California, Berkeley
Bachelor of Arts (BA), Sociology
ICONIQ Capital January 2013 - Present
Ayco - Goldman Sachs June 2010 - December 2012
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
B.S., Finance, Spanish Minor
ICONIQ Capital March 2013 - Present
Bank of America December 2009 - March 2013
Bank of America Merrill Lynch May 2007 - December 2009
The Advisory Group of SF, LLC October 2003 - May 2007
National Earthquake Engineers November 2001 - May 2002
Skills
Customer Relations, Outlook, Excel, Microsoft Office, Word, PowerPoint, Equities, Investments, Customer Service, Microsoft Word, Account Management, Business Planning, Microsoft Excel, Project Management, Office Management, Fixed Income, Relationship Management, Management, Hedge Funds, Marketing
Education
San Francisco State University 1997 — 2001
BS, Business Administration and Marketing
ICONIQ Capital August 2015 - Present
Homejoy July 2013 - August 2015
various start-ups June 2013 - September 2013
Clear Task, Inc. June 2009 - June 2013
Keibi Technologies, Inc. August 2007 - July 2009
Lightner Property Group December 2006 - August 2007
Alliance Title December 2004 - November 2006
Skills
Salesforce.com, Start-ups, Social Media, CRM, Recruiting, Talent Management, Professional..., Employee Training, Legal Compliance, Employee Relations, Benefits Administration, Team Leadership, Project Management, SaaS, Management, Coaching, Performance Management, Leadership, Onboarding, Employee Benefits, Time Management, Training, Consulting, Strategy, Talent Acquisition, Hiring, Technical Recruiting, Applicant Tracking..., Interviews
Education
University of San Francisco 2002 — 2004
BA, Psychology w. Honors, Summa Cum Laude
ICONIQ Capital July 2015 - Present
Phoenician Capital April 2014 - June 2015
THCAP February 2015 - March 2015
LitiNomics July 2014 - September 2014
UBS October 2013 - January 2014
The Center for Science, Technology, and Society at Santa Clara University April 2012 - December 2013
Federal Reserve Bank of San Francisco June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, R, C++, Salesforce.com, Google Sites, Research, Statistics
Education
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.), Economics
Henry M. Gunn High School 2007 — 2011
ICONIQ Capital July 2015 - Present
J.P. Morgan May 2014 - August 2014
Berkeley Investment Group May 2013 - May 2014
Scharf Investments LLC May 2013 - June 2013
Associated Students of the University of California May 2012 - May 2013
Merrill Lynch June 2012 - August 2012
HealthyOut June 2012 - August 2012
Skills
Financial Modeling, DCF Valuation, Business Analysis, Microsoft Excel, Adobe Creative Suite, Google Docs, Spanish-English, Running, Community Outreach, Economics, Financial Analysis, Analysis, Lean Fundamentals, Research
Education
University of California, Berkeley 2011 — 2015
Bachelor’s Degree, Business Administration, Alumnus
London School of Economics and Political Science
Fixed Income & Debt Markets, Financial Markets
Carondelet High School 2007 — 2011
ICONIQ Capital August 2015 - Present
BBR Partners September 2012 - July 2015
FactSet Research Systems May 2012 - August 2012
FactSet Research Systems February 2010 - May 2012
Skills
Investments, Hedge Funds, Management, Equities, Fixed Income, Investment Management, Bloomberg, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies
Education
Penn State University
Finance, International Business
Universitat de Barcelona
International Business
ICONIQ Capital April 2015 - Present
Rosewood Sand Hill July 2014 - April 2015
Rosewood Sand Hill July 2013 - July 2014
Hotel Valencia Santana Row / Valencia Group January 2010 - June 2013
Los Gatos Lodge August 2009 - November 2009
Sony Playstation E3 Press Conference - Stungun Productions June 2009 - June 2009
Sugar Butter Flour February 2009 - May 2009
Skills
Hospitality, Hotels, Hospitality Management, Hospitality Industry, Front Office, Hotel Management, Food & Beverage, Resorts, Revenue Analysis, Micros, Customer Service, Rooms Division, Catering, Time Management, Event Management, MICROS
Education
San Jose State University 2007 — 2010
Bachelor of Science, Hospitality Management, Minor: Business
West Valley College 2004 — 2007
Leland High School 2000 — 2004
ICONIQ Capital March 2015 - Present
J.P. Morgan July 2012 - February 2015
Tilden Capital Partners August 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Achievement Trust Advisory June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Capital IQ, Bloomberg, Financial Modeling, Financial Analysis, Data Analysis, Hedge Funds, Industry Research, Valuation, Microsoft Excel, R, Economics, SQL, Venture Capital
Education
University of California, Berkeley 2008 — 2012
BS, Industrial Engineering and Operations Research
ICONIQ Capital November 2013 - Present
Hewins Financial Advisors January 2011 - October 2013
Hewins Financial Advisors April 2010 - December 2010
Hewins Financial Advisors January 2010 - March 2010
CBS Radio June 2009 - September 2009
Skills
Certified Financial..., Wealth Management, Microsoft Excel, Strategic Financial..., Series 65, Investment Advisory, Retirement Planning, Financial Services, Personal Financial..., Financial Advisory, Financial Planners, Personal Finance, Investment Management, Axys, Microsoft Office, Word, PowerPoint, Outlook, Finance, Investments
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
ICONIQ Capital May 2013 - Present
First Republic Bank September 2012 - May 2013
#MOBILIZINGMARKETING September 2011 - May 2012
The University of Arizona August 2011 - January 2012
CEA Global Education January 2011 - May 2011
HC Associates, LLC June 2006 - August 2008
Skills
Phone Skills, Psychology, Social Media Marketing, Social Media, Office Administration, Research, Public Speaking, Public Relations, Microsoft Office, Event Planning, Peer Mentoring, Time Management, Marketing, Management, Sales, Leadership, Telephone Skills, Marketing Strategy, Customer Service, Facebook, Social Networking, Outlook, Microsoft Excel
Education
University of Arizona 2008 — 2012
Bachelor of Science (BS), Psychology
CEA Global Campus 2011 — 2011
Study Abroad
Carondelet High School 2004 — 2008
ICONIQ Capital February 2014 - Present
Social Finance (SoFi) March 2012 - February 2014
Indaba Capital March 2010 - March 2012
Discovery Engine July 2007 - March 2011
Skills
Corporate Finance, Financial Analysis, Investments, Finance, Alternative Investments, Hedge Funds, Start-ups, Asset Management, Accounting
Education
Santa Clara University - Leavey School of Business 2007 — 2011
MBA, Finance
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business Administration
ICONIQ Capital May 2013 - Present
Wetherby Asset Management November 2008 - April 2013
Goldman Sachs July 2004 - October 2008
CSI Capital Management July 2001 - July 2004
Putnam Investments June 1996 - June 1998
Lehman Brothers August 1994 - June 1996
Skills
Hedge Funds, Asset Management, Private Equity, Private Wealth..., Impact Investing, Family Office, Due Diligence, Valuation, Mutual Funds, Investments, Equities, Financial Modeling, Portfolio Management, Asset Allocation, Wealth Management..., Alternative Investments, High Net Worth..., Investment Management, Investment Banking, Equity Research, Wealth Management, Investment Advisory, Bloomberg, Securities, Investment Strategies, Fund Of Funds, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
University of Virginia 1990 — 1994
BS
ICONIQ Capital January 2014 - Present
Gordian Compliance Solutions, LLC April 2013 - December 2013
Parador Asset Management July 2012 - December 2013
Cole-Frieman & Mallon LLP February 2011 - June 2012
Gordian Compliance Solutions, LLC February 2011 - June 2012
Jed Clark Consulting March 2008 - January 2011
Law Office of Amy Harrington January 2009 - December 2009
US Securities and Exchange Commission May 2008 - August 2008
Conifer Securities July 2005 - August 2007
SPL WorldGroup September 2002 - January 2004
Skills
Hedge Funds, Investment Advisory, Securities, Project Management, Series 7, Corporate Governance, Mergers, Capital Markets, Due Diligence, Legal Research, Securities Regulation, Risk Management, Asset Managment, Insurance, Corporate Law, Investments, Intellectual Property, Equities, Alternative Investments, FINRA
Education
University of California, Hastings College of the Law 2007 — 2010
Juris Doctor, Tax Concentration
Westminster College 1997 — 1998
M.P.C., Professional Communication
University of Utah 1992 — 1994
B.A., English
Real Estate Family Office July 2013 - Present
ICONIQ Capital April 2012 - May 2013
Goldman Sachs May 2007 - May 2012
First Republic Bank June 2005 - May 2007
Skills
Management, Investments, Portfolio Management, Investment Banking, Private Banking, Wealth Management..., Economics, Nonprofits, Equities, Financial Analysis, Financial Modeling, Financial Services, Microsoft Excel
Education
University of California, Los Angeles 2001 — 2005
B.S., Molecular, Cellular, and Developmental Biology
Driver Group, L.L.C. August 2015 - Present
ICONIQ Capital November 2013 - July 2015
Bernstein Global Wealth Management August 2011 - October 2013
Triage Consulting Group January 2010 - August 2011
Moss Adams LLP April 2008 - November 2009
Skills
•Proficient in..., Series 63, Series 7, Financial Modeling, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Analysis, Alternative Investments, Asset Allocation, PowerPoint, Investments, Portfolio Management, Finance, Microsoft Office, Project Management
Education
University of California, San Diego 2004 — 2008
BA, Economics
ICONIQ Capital September 2014 - Present
ICONIQ Capital June 2013 - September 2014
J.P. Morgan January 2012 - May 2013
J.P. Morgan July 2010 - December 2011
JP Morgan Asset Management June 2009 - June 2010
JP Morgan Asset Management May 2008 - June 2009
Education
Boston College 2004 — 2008
Bachelors of Science, Finance, Accounting
ICONIQ Capital February 2012 - March 2015
Morgan Stanley Private Wealth Management April 2011 - February 2012
UBS Financial Services January 2007 - April 2011
Cohler Financial February 2005 - December 2006
United Planners' Financial Services September 2002 - February 2005
Skills
Family Office, Finance, Series 7, Series 66, Financial Services, Salesforce.com, Microsoft Office, Customer Service
Education
Arizona State University 1998 — 2002
Bachelors, Political Science and Justice Studies
Robertson Stephens Advisors LLC June 2015 - Present
ICONIQ Capital March 2014 - May 2015
Watershed Asset Management January 2007 - March 2014
Watershed Asset Management 2004 - 2007
Performance, Research and Design, Inc. 2003 - 2003
Economics Department, University of California, Santa Cruz 2002 - 2002
Skills
Bloomberg, Fixed Income, Venture Capital, Private Equity, Valuation, Derivatives, Investments, Equities, Financial Modeling, Hedge Funds, Asset Management, Alternative Investments, Capital Markets, Trading
Education
University of California, Santa Cruz 2002 — 2004
MS, Applied Economics and Finance
University of California, Santa Cruz 1999 — 2002
BA, Business Management Economics
ICONIQ Capital December 2014 - Present
Merrill Lynch April 2014 - November 2014
Merrill Lynch September 2009 - April 2014
Merrill Lynch January 2006 - August 2009
Skills
Alternative Investments, Private Banking, Management, FINRA, Event Planning, Series 7, Wealth Management, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Banking, Series 63, Strategic Financial..., Asset Allocation, Asset Management, Finance, Financial Services, Risk Management, Marketing Strategy
Education
University of California, Berkeley 2001 — 2005
Dual B.A., Political Science, American Business and Globalism
University of California, Berkeley
ICONIQ Capital August 2013 - Present
Bernstein Global Wealth Management July 2011 - August 2013
Hanson Bridgett June 2008 - July 2011
McQuaid Bedford & Van Zandt LLP June 2004 - June 2008
Education
University of California, Berkeley 2002 — 2006
Public Health
ICONIQ Capital October 2014 - Present
JAT Capital Management September 2009 - October 2014
Gambit Technologies July 2007 - July 2009
Education
University of Rhode Island 2003 — 2007
BA, Communication Studies
ICONIQ Capital April 2014 - Present
J.P. Morgan August 2011 - April 2014
Cartier November 2010 - April 2011
Leslie Rudd Investment Company June 2009 - November 2010
Kegani Pacific Advisors 2007 - 2007
Education
Claremont McKenna College
Bachelor of Arts, Economics and Finance
Beijing Foreign Studies University
Mandarin Chinese
Punahou School
ICONIQ Capital January 2013 - Present
ICONIQ Capital February 2012 - December 2012
Morgan Stanley May 2011 - February 2012
Wales Investments April 2009 - April 2011
eBay June 2008 - August 2008
Morgan Stanley June 2005 - September 2005
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Equities, Finance, Private Equity, Downhill Skiing
Education
Santa Clara University 2005 — 2009
Bachelor of Science in Commerce, Finance, Economics
ICONIQ Capital July 2014 - Present
Watershed Asset Management June 2012 - June 2014
BraunHagey & Borden LLP February 2012 - June 2012
Contra Costa County, Office of the District Attorney May 2011 - August 2011
Skills
Microsoft Office, Event Management, PowerPoint, Microsoft Excel, Team Building, Negotiation, Microsoft Word, Research, Event Planning, Financial Analysis, Social Media, Public Speaking, Marketing Strategy, Outlook, Customer Service, Data Analysis
Education
University of California, Berkeley 2011 — 2012
Paralegal Certificate, Paralegal Certificate
University of California, Davis 2006 — 2010
Bachelor of Arts (B.A.), English & International Relations
ICONIQ Capital November 2013 - September 2014
Bessemer Trust April 2012 - November 2013
Fisher Investments February 2010 - June 2012
ILFC March 2009 - February 2010
Private Banking and Investment Group at Merrill Lynch July 2008 - March 2009
Skills
Hedge Funds, Asset Managment, Equities, Bloomberg, Litigation, Investments, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Securities, Due Diligence, Microsoft Office, Valuation, Asset Management, Asset Allocation, Wealth Management, Investment Advisory, Client Services, Wealth Management..., High Net Worth...
Education
University of California, Los Angeles 2006 — 2008
B.A., Political Science
Cañada College 2004 — 2006
General Education Requirements, Political Science
Advance Vixeid Partners July 2015 - Present
ICONIQ Capital July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
University of Iowa Krause Fund August 2010 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
BTC Capital Management / Bankers Trust May 2009 - August 2009
Robert W. Baird & Co. June 2008 - August 2008
Applied Art & Technology August 2007 - March 2008
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
B.B.A., Finance, Accounting
Central Academy
Roosevelt High School
ICONIQ Capital July 2013 - Present
ICONIQ Capital July 2012 - June 2013
FactSet Research Systems August 2010 - July 2012
Transition Partners, Limited May 2010 - August 2010
Crestone Capital Advisors, LLC July 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Equities, Microsoft Excel, Venture Capital, Private Equity, Valuation, Strategy, SaaS, Start-ups, Consumer Internet, Equity Research, Investments
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science, Business Administration
ICONIQ Capital March 2014 - Present
Brownson, Rehmus & Foxworth July 2012 - February 2014
Brownson, Rehmus & Foxworth July 2010 - July 2012
LSV Asset Management May 2009 - August 2009
LSV Asset Management June 2008 - August 2008
Chicago Trading Company May 2007 - August 2007
Skills
Portfolio Management, Real Estate, Financial Modeling, Equities, Corporate Finance, Investments, Portfolio Optimization, Quantitative Research, Estate Planning, Fixed Income, Derivatives, Private Equity, Hedge Funds
Education
Claremont McKenna College 2006 — 2010
BA, Economics and Accounting, Honors
Francis W. Parker School
ICONIQ Capital 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2010 - 2012
Skills
Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Mergers & Acquisitions, IPO
Education
Duke University
B.S., Economics, Music, Markets & Management
Thomas W Weisel Family Office April 2014 - Present
ICONIQ Capital October 2012 - December 2013
Thomas W Weisel Family Office June 2004 - October 2012
Esurance 2003 - 2004
ITPC, project of Tides Center and Tides Foundation 2001 - 2002
Skills
Financial Reporting, Variance Analysis, Accounts Payable, Accounting, Alternative Investments, Accounts Receivable, Due Diligence, Financial Analysis, Financial Modeling, Mergers, Payroll, Account Reconciliation, Financial Accounting, Bloomberg, Equities, Private Equity
Education
San Francisco State University
H2O.ai (0xdata) January 2015 - Present
Iconiq Capital April 2014 - October 2014
ElasticBox August 2013 - November 2013
Draper Fisher Jurvetson May 2011 - August 2013
JS Sullivan Development, LLC October 2010 - May 2011
Peled Plastic Surgery November 2010 - April 2011
ROEM Corporation July 2008 - September 2009
Skills
Excel, PowerPoint, Writing, Microsoft Office, Word, Customer Service, Outlook, Administrative Support, Administration, Data Entry, Scheduling, English, Teamwork, Administrative..., Microsoft Word, Marketing, Fundraising, Calendars, Calendaring, Administrative..., Microsoft Excel, Start-ups, Entrepreneurship, Management, Event Planning, Business Development
Education
University of Oregon 2004 — 2008
Bachelor of Sciences, Sociology
ICONIQ Capital August 2013 - Present
Bernstein Global Wealth Management February 2011 - July 2013
Deloitte & Touche September 2008 - January 2011
Deloitte & Touche June 2007 - August 2007
Skills
Financial Analysis, Tax, Analysis, Financial Modeling, Accounting, Financial Reporting, Strategic Financial..., Asset Managment, Investments, Hedge Funds, Risk Management, Financial Services, Microsoft Excel, Portfolio Management, Management, Equities
Education
University of California, Los Angeles 2004 — 2008
Bachelor, Business Economics, Accounting
Universitat Autònoma de Barcelona 2007 — 2007
Economics, Spanish
ICONIQ Capital January 2013 - Present
Hall Capital Partners LLC September 1999 - December 2012
West Coast Capital 1998 - 1999
Skills
Business Strategy, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Strategy, Management, Start-ups, Risk Management, Private Equity, Investments, Fixed Income, Finance, Emerging Markets, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Strategic Management
University of California, Berkeley 1992 — 1997
BA, English
ICONIQ Capital March 2015 - Present
Citco Fund Services January 2012 - Present
Citco Fund Services August 2008 - December 2011
Citco Fund Services June 2007 - August 2008
Citco Fund Services January 2004 - June 2007
Citco Fund Services March 2004 - December 2004
BNP Paribas April 2003 - February 2004
BNP Paribas January 2003 - March 2003
BNP Paribas January 2002 - December 2002
BNP Paribas July 2001 - December 2002
Skills
Mutual Funds, Hedge Funds, Equities, Bloomberg, Fund Administration, Fund Accounting, Fixed Income, Derivatives, Investments, Alternative Investments, Asset Management, Financial Reporting, Financial Analysis, Accounting, Valuation
Education
University of Teesside 2000 — 2002
BSC IBIT, Business
Universite de champagne Ardennes 1998 — 2000
DUT, Accounting
Iconiq Capital January 2013 - Present
Technology Crossover Ventures August 2000 - December 2011
Orbitz Worldwide 2006 - 2010
Skills
Corporate Development, Strategy, Due Diligence, Product Management, Investment Banking, Venture Capital, Start-ups, LBO, Valuation, Private Equity, Mergers & Acquisitions, Entrepreneurship
Education
Stanford University Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 1989 — 1993
AB, History and Engineering
Stevenson High School 1985 — 1989
ICONIQ Capital July 2014 - Present
Fred Alger Management May 2013 - August 2013
Google May 2012 - August 2012
Education
Claremont McKenna College 2010 — 2014