ICONIQ Capital

ICONIQ Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ICONIQ Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.

ICONIQ Capital Salaries. You can even request information on how much does ICONIQ Capital pay if you want to. Learn about salaries, pros and cons of working for ICONIQ Capital 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!

60 ICONIQ Capital employees in database. Find out everything there's to know about ICONIQ Capital 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.

ICONIQ Capital Employees

Employee
Years
Job
Industry
Katherine (Healy) Dougan Katherine (Healy) Dougan San Francisco Bay Area Details
Katherine (Healy) Dougan's ICONIQ Capital Experience April 2015 - Present
Job ICONIQ Capital
Industry Financial Services
Experience
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

Matthew Jacobson Matthew Jacobson San Francisco Bay Area Details
Matthew Jacobson's ICONIQ Capital Experience September 2013 - Present
Job General Partner at ICONIQ
Industry Venture Capital & Private Equity
Experience
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

Jonathan Keane Jonathan Keane San Francisco Bay Area Details
Jonathan Keane's ICONIQ Capital Experience December 2014 - March 2015
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
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

Adar Zango Adar Zango New York, New York Details
Adar Zango's ICONIQ Capital Experience September 2015 - Present
Job Portfolio Operations/Business Development at ICONIQ Capital
Industry Investment Management
Experience
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

Patrick Koligian Patrick Koligian San Francisco, California Details
Patrick Koligian's ICONIQ Capital Experience January 2015 - Present
Job ICONIQ Capital
Industry Investment Management
Experience
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

Trevor Williams Trevor Williams San Francisco Bay Area Details
Trevor Williams's ICONIQ Capital Experience July 2013 - January 2014
Job Investment Analyst at C.M. Capital Advisors
Industry Investment Management
Experience
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

Kara Lloyd Kara Lloyd San Francisco Bay Area Details
Kara Lloyd's ICONIQ Capital Experience October 2013 - May 2014
Job Public Content & Media Operations at Facebook
Industry Internet
Experience
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

Albert Wang Albert Wang San Francisco Bay Area Details
Albert Wang's ICONIQ Capital Experience September 2013 - Present
Job Financial Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Sarah Chappell Sarah Chappell San Francisco, California Details
Sarah Chappell's ICONIQ Capital Experience June 2014 - Present
Job Client Analyst at ICONIQ Capital
Industry Investment Management
Experience
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

Bridget Reilly Bridget Reilly Greater New York City Area Details
Bridget Reilly's ICONIQ Capital Experience March 2015 - Present
Job Receptionist
Industry Financial Services
Experience
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

Tengbo Li Tengbo Li San Francisco Bay Area Details
Tengbo Li's ICONIQ Capital Experience May 2015 - Present
Job Private Equity at ICONIQ Capital
Industry Venture Capital & Private Equity
Experience
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.

Sonia Bui Sonia Bui San Francisco, California Details
Sonia Bui's ICONIQ Capital Experience November 2014 - Present
Job Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Beau Kramer Beau Kramer San Francisco Bay Area Details
Beau Kramer's ICONIQ Capital Experience March 2015 - Present
Job Financial Analyst at ICONIQ Capital | CFA Level II Candidate
Industry Financial Services
Experience
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

Azadeh Seifpour Azadeh Seifpour San Francisco, California Details
Azadeh Seifpour's ICONIQ Capital Experience May 2015 - Present
Job
Industry Financial Services
Experience
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

Jacob Menture Jacob Menture Greater New York City Area Details
Jacob Menture's ICONIQ Capital Experience September 2014 - Present
Job Financial Analyst at ICONIQ Capital
Industry Investment Management
Experience
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

Katherine Chandler Katherine Chandler San Francisco Bay Area Details
Katherine Chandler's ICONIQ Capital Experience November 2013 - Present
Job Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital   November 2013 - Present
Parallel Advisors  October 2012 - October 2013

Education
San Francisco State University   2008 — 2012

Greg Stanger Greg Stanger San Francisco Bay Area Details
Greg Stanger's ICONIQ Capital Experience July 2015 - Present
Job Venture Partner at ICONIQ Capital
Industry Internet
Experience
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

G.M. Nicholas Vik G.M. Nicholas Vik San Francisco Bay Area Details
G.M. Nicholas Vik's ICONIQ Capital Experience November 2014 - Present
Job ICONIQ Capital
Industry Investment Management
Experience
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

Kelsey Hills Kelsey Hills San Francisco, California Details
Kelsey Hills's ICONIQ Capital Experience October 2013 - April 2014
Job Inbound Sourcing Recruiter at Salesforce
Industry Staffing and Recruiting
Experience
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

Mark Zerlang Mark Zerlang San Francisco, California Details
Mark Zerlang's ICONIQ Capital Experience January 2013 - Present
Job Research Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Mariam DiMaggio Mariam DiMaggio San Francisco, California Details
Mariam DiMaggio's ICONIQ Capital Experience March 2013 - Present
Job Associate, Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Michelle Gonzalez Michelle Gonzalez San Francisco Bay Area Details
Michelle Gonzalez's ICONIQ Capital Experience August 2015 - Present
Job Human Resources at ICONIQ Capital
Industry Information Technology and Services
Experience
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

Krishan Allen Krishan Allen San Francisco Bay Area Details
Krishan Allen's ICONIQ Capital Experience July 2015 - Present
Job Financial Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Antonia Acquistapace Antonia Acquistapace San Francisco Bay Area Details
Antonia Acquistapace's ICONIQ Capital Experience July 2015 - Present
Job Financial Analyst at ICONIQ Capital
Industry Venture Capital & Private Equity
Experience
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

Peter Bachalis Peter Bachalis Greater New York City Area Details
Peter Bachalis's ICONIQ Capital Experience August 2015 - Present
Job Senior Financial Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Kelene Otterson Kelene Otterson Palo Alto, California Details
Kelene Otterson's ICONIQ Capital Experience April 2015 - Present
Job Receptionist at ICONIQ Capital
Industry Financial Services
Experience
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

Alkey Pandya Alkey Pandya San Francisco, California Details
Alkey Pandya's ICONIQ Capital Experience March 2015 - Present
Job Senior Research Analyst at Iconiq Capital
Industry Financial Services
Experience
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

McKenzie Sullivan, CFP® McKenzie Sullivan, CFP® San Francisco Bay Area Details
McKenzie Sullivan, CFP®'s ICONIQ Capital Experience November 2013 - Present
Job Senior Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Dana Tedeschi Dana Tedeschi San Francisco Bay Area Details
Dana Tedeschi's ICONIQ Capital Experience May 2013 - Present
Job Executive Assistant at ICONIQ Capital
Industry Investment Management
Experience
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

Sabina Spector Sabina Spector San Francisco, California Details
Sabina Spector's ICONIQ Capital Experience February 2014 - Present
Job Accounting Manager at ICONIQ Capital
Industry Financial Services
Experience
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

Michael Alpert, CFA Michael Alpert, CFA San Francisco Bay Area Details
Michael Alpert, CFA's ICONIQ Capital Experience May 2013 - Present
Job
Industry Investment Management
Experience
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

Jed Clark Jed Clark San Francisco, California Details
Jed Clark's ICONIQ Capital Experience January 2014 - Present
Job CCO and Counsel at ICONIQ Capital, LLC
Industry Financial Services
Experience
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

Peter Muscat Peter Muscat San Francisco Bay Area Details
Peter Muscat's ICONIQ Capital Experience April 2012 - May 2013
Job Family Office Advisor
Industry Investment Banking
Experience
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

Nicole Kovach Nicole Kovach San Francisco Bay Area Details
Nicole Kovach's ICONIQ Capital Experience November 2013 - July 2015
Job Executive Assistant to CEO at Driver Group, L.L.C.
Industry Biotechnology
Experience
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

Brian Caulin, CFA Brian Caulin, CFA Greater New York City Area Details
Brian Caulin, CFA's ICONIQ Capital Experience September 2014 - Present
Job Vice President at ICONIQ Capital
Industry Financial Services
Experience
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

Alison Commiciotto Alison Commiciotto San Francisco Bay Area Details
Alison Commiciotto's ICONIQ Capital Experience February 2012 - March 2015
Job Associate
Industry Financial Services
Experience
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

Nicole Tanenbaum Nicole Tanenbaum San Francisco Bay Area Details
Nicole Tanenbaum's ICONIQ Capital Experience March 2014 - May 2015
Job Principal, Research & Strategy Group at Robertson Stephens Advisors LLC
Industry Investment Management
Experience
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

Erica Hewitt Erica Hewitt San Francisco Bay Area Details
Erica Hewitt's ICONIQ Capital Experience December 2014 - Present
Job Senior Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Siobhan Daly, CFP® Siobhan Daly, CFP® San Francisco Bay Area Details
Siobhan Daly, CFP®'s ICONIQ Capital Experience August 2013 - Present
Job Senior Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Genna Leebaw Genna Leebaw Greater New York City Area Details
Genna Leebaw's ICONIQ Capital Experience October 2014 - Present
Job
Industry Financial Services
Experience
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

Christopher Moy Christopher Moy San Francisco Bay Area Details
Christopher Moy's ICONIQ Capital Experience April 2014 - Present
Job Senior Financial Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Addison Schroeder Addison Schroeder San Francisco Bay Area Details
Addison Schroeder's ICONIQ Capital Experience January 2013 - Present
Job Associate at ICONIQ Capital
Industry Investment Management
Experience
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

Anne Keire Anne Keire San Francisco Bay Area Details
Anne Keire's ICONIQ Capital Experience July 2014 - Present
Job Compliance Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Elysse Kray Elysse Kray San Francisco Bay Area Details
Elysse Kray's ICONIQ Capital Experience November 2013 - September 2014
Job Partner, Beautique Beauty Bar
Industry Consumer Goods
Experience
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

Alex Christ Alex Christ San Francisco Bay Area Details
Alex Christ's ICONIQ Capital Experience July 2014 - July 2015
Job Technology Investing at Advance Vixeid Partners
Industry Venture Capital & Private Equity
Experience
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

Tyler Konrath Tyler Konrath San Francisco Bay Area Details
Tyler Konrath's ICONIQ Capital Experience July 2013 - Present
Job Growth Equity at ICONIQ Capital
Industry Venture Capital & Private Equity
Experience
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

William Rossiter William Rossiter San Francisco Bay Area Details
William Rossiter's ICONIQ Capital Experience March 2014 - Present
Job Associate at ICONIQ Capital
Industry Investment Management
Experience
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

Caroline Xie Caroline Xie San Francisco Bay Area Details
Caroline Xie's ICONIQ Capital Experience 2013 - Present
Job Investor at ICONIQ Capital
Industry Venture Capital & Private Equity
Experience
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

Jeff Cabuco Jeff Cabuco San Francisco Bay Area Details
Jeff Cabuco's ICONIQ Capital Experience October 2012 - December 2013
Job Senior Accountant at Stifel Financial Corp.
Industry Financial Services
Experience
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

Allison Washburn Allison Washburn Mountain View, California Details
Allison Washburn's ICONIQ Capital Experience April 2014 - October 2014
Job Executive Assistant to the CEO at H20.ai
Industry Computer Software
Experience
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

Molly Duffey Molly Duffey New York, New York Details
Molly Duffey's ICONIQ Capital Experience August 2013 - Present
Job Associate Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
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

Matthew Burns Matthew Burns San Francisco Bay Area Details
Matthew Burns's ICONIQ Capital Experience January 2013 - Present
Job Portfolio Manager at ICONIQ Capital
Industry Investment Management
Experience
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

Gatien Arnouts Gatien Arnouts San Francisco Bay Area Details
Gatien Arnouts's ICONIQ Capital Experience March 2015 - Present
Job Operations Manager at ICONIQ Capital
Industry Financial Services
Experience
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

Will Griffith Will Griffith San Francisco Bay Area Details
Will Griffith's ICONIQ Capital Experience January 2013 - Present
Job Partner at ICONIQ Capital
Industry Venture Capital & Private Equity
Experience
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

Joshua Rosenberg Joshua Rosenberg Los Gatos, California Details
Joshua Rosenberg's ICONIQ Capital Experience July 2014 - Present
Job Financial Analyst at ICONIQ Capital
Industry
Experience
ICONIQ Capital   July 2014 - Present
Fred Alger Management  May 2013 - August 2013
Google  May 2012 - August 2012

Education
Claremont McKenna College   2010 — 2014