Instream Partners LLC
Industry: Company
DescriptionFounded: 2000
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Instream Partners LLC Employees
Employee
Years
Job
Industry
Neal Dinning Neal Dinning's Instream Partners LLC Experience February 2012 - June 2012
Job Senior Consultant
Industry Financial Services
Experience
Armanino LLP July 2012 - Present
Instream Partners LLC February 2012 - June 2012
Lockheed Martin Space Systems Company June 2011 - August 2011
District Attorney's Office November 2010 - June 2011
Paragon Mechanical, Inc. July 2009 - August 2009
Skills
Project Management, Finance, Analysis, Budgeting, Internal Audit, Auditing, SOX Compliancy, Business Valuation, Valuation, Microsoft Excel, Leadership, Teamwork, Microsoft Word, Financial Analysis, Microsoft Office, Start-ups, PowerPoint, Excel, Access, SAS70, Capital IQ, C++, Prosystem fx Engagement, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act
Education
Santa Clara University - Leavey School of Business 2010 — 2012
BS, Finance
University College Dublin 2011 — 2011
Commerce
Cabrillo College 2007 — 2010
A.A, General Business
Armanino LLP July 2012 - Present
Instream Partners LLC February 2012 - June 2012
Lockheed Martin Space Systems Company June 2011 - August 2011
District Attorney's Office November 2010 - June 2011
Paragon Mechanical, Inc. July 2009 - August 2009
Skills
Project Management, Finance, Analysis, Budgeting, Internal Audit, Auditing, SOX Compliancy, Business Valuation, Valuation, Microsoft Excel, Leadership, Teamwork, Microsoft Word, Financial Analysis, Microsoft Office, Start-ups, PowerPoint, Excel, Access, SAS70, Capital IQ, C++, Prosystem fx Engagement, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act
Education
Santa Clara University - Leavey School of Business 2010 — 2012
BS, Finance
University College Dublin 2011 — 2011
Commerce
Cabrillo College 2007 — 2010
A.A, General Business
Yenan (Alice) Chen Yenan (Alice) Chen's Instream Partners LLC Experience March 2011 - June 2011
Job Member of Technical Staff at salesforce.com
Industry Internet
Experience
salesforce.com June 2013 - Present
EdgeSpring July 2012 - June 2013
Schlumberger June 2011 - September 2011
Instream Partners LLC March 2011 - June 2011
Education
Stanford University 2010 — 2012
M.S., Management Science&Engineering
Tsinghua University 2006 — 2010
B.E., Automation
salesforce.com June 2013 - Present
EdgeSpring July 2012 - June 2013
Schlumberger June 2011 - September 2011
Instream Partners LLC March 2011 - June 2011
Education
Stanford University 2010 — 2012
M.S., Management Science&Engineering
Tsinghua University 2006 — 2010
B.E., Automation
Kevin Liou's Instream Partners LLC Experience August 2014 - December 2014
Job Investment Banking Summer Analyst at Barclays
Industry Financial Services
Experience
Barclays June 2015 - Present
Morgan Stanley January 2015 - May 2015
Instream Partners LLC August 2014 - December 2014
Actelion June 2014 - August 2014
Santa Clara University Graduate Admissions May 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, English, Teamwork, Editing, Statistics, Leadership, Abacus
Education
Santa Clara University - Leavey School of Business 2012 — 2016
Dual-Degree, Finance, Mathematics
Lynbrook High School 2008 — 2012
High School Diploma
Barclays June 2015 - Present
Morgan Stanley January 2015 - May 2015
Instream Partners LLC August 2014 - December 2014
Actelion June 2014 - August 2014
Santa Clara University Graduate Admissions May 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, English, Teamwork, Editing, Statistics, Leadership, Abacus
Education
Santa Clara University - Leavey School of Business 2012 — 2016
Dual-Degree, Finance, Mathematics
Lynbrook High School 2008 — 2012
High School Diploma
Beijing Zhu Beijing Zhu's Instream Partners LLC Experience September 2011 - June 2012
Job MBA Candidate, Class of 2017 at Kellogg School of Management
Industry Education Management
Experience
Quarterback Impact May 2015 - September 2015
Ashoka February 2014 - February 2015
Ashoka July 2012 - December 2013
Stanford University September 2011 - June 2012
Instream Partners LLC September 2011 - June 2012
The World Bank June 2011 - October 2011
Phoenix TV July 2010 - September 2010
Shenzhen Capital Group Co., LTD July 2009 - September 2009
BBC August 2008 - December 2008
Guotai Junan Securities Co., Ltd June 2007 - September 2007
Skills
Economic Development, International Trade, Social Entrepreneurship, International Finance, Corporate Finance, Stata, Excel, Capital IQ, Policy Analysis, Salesforce.com, Financial Analysis, Finance, Emerging Markets, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2010 — 2012
M.A, International Policy Studies
Knox College 2006 — 2010
BA, Economics, International Relations, Business and Management
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Certificate, Tuck Business Bridge Program
Quarterback Impact May 2015 - September 2015
Ashoka February 2014 - February 2015
Ashoka July 2012 - December 2013
Stanford University September 2011 - June 2012
Instream Partners LLC September 2011 - June 2012
The World Bank June 2011 - October 2011
Phoenix TV July 2010 - September 2010
Shenzhen Capital Group Co., LTD July 2009 - September 2009
BBC August 2008 - December 2008
Guotai Junan Securities Co., Ltd June 2007 - September 2007
Skills
Economic Development, International Trade, Social Entrepreneurship, International Finance, Corporate Finance, Stata, Excel, Capital IQ, Policy Analysis, Salesforce.com, Financial Analysis, Finance, Emerging Markets, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2010 — 2012
M.A, International Policy Studies
Knox College 2006 — 2010
BA, Economics, International Relations, Business and Management
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Certificate, Tuck Business Bridge Program
John Schlesinger's Instream Partners LLC Experience 2003 - Present
Job
Industry Investment Banking
Experience
Instream Analytics LLC February 2015 - Present
Instream Partners LLC 2003 - Present
IDXP Analytics, Inc. 2013 - 2014
Soundview Technology 1999 - 2003
UBS 1997 - 2000
Salomon Brothers 1978 - 1992
Skills
Investment Banking, Venture Capital, Mergers, Corporate Development, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Investments, Financial Modeling, Equities, Financial Services, Start-ups, Finance, Due Diligence, Equity Research, Emerging Markets, Strategy, Management, Business Strategy, Entrepreneurship, Executive Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
MBA
Colorado College 1966 — 1970
BA
Loomis
Instream Analytics LLC February 2015 - Present
Instream Partners LLC 2003 - Present
IDXP Analytics, Inc. 2013 - 2014
Soundview Technology 1999 - 2003
UBS 1997 - 2000
Salomon Brothers 1978 - 1992
Skills
Investment Banking, Venture Capital, Mergers, Corporate Development, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Investments, Financial Modeling, Equities, Financial Services, Start-ups, Finance, Due Diligence, Equity Research, Emerging Markets, Strategy, Management, Business Strategy, Entrepreneurship, Executive Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
MBA
Colorado College 1966 — 1970
BA
Loomis
Charles Boucher Charles Boucher's Instream Partners LLC Experience August 2003 - August 2006
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
Tiffani Lau's Instream Partners LLC Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2015 - August 2015
Instream Partners LLC June 2014 - August 2014
Omni Mortgage Co., Inc. May 2013 - August 2013
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Quantitative Economics; Minor in Computer Science & Finance, Dean's List
Lynbrook High School 2008 — 2012
Oppenheimer & Co. June 2015 - August 2015
Instream Partners LLC June 2014 - August 2014
Omni Mortgage Co., Inc. May 2013 - August 2013
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Quantitative Economics; Minor in Computer Science & Finance, Dean's List
Lynbrook High School 2008 — 2012
Weiyi (Carol) Zhou Weiyi (Carol) Zhou's Instream Partners LLC Experience September 2013 - May 2015
Job Program Manager, Innovation & Strategic Partnership at Visa
Industry Financial Services
Experience
Visa June 2015 - Present
Instream Partners LLC September 2013 - May 2015
Danyang Diatool Diamond Products Co., Ltd April 2008 - August 2013
KPMG September 2007 - February 2008
Citigroup June 2006 - August 2006
Skills
Valuation, Portfolio Management, Bloomberg, Investments, Private Equity, Equity Research, Hedge Funds, Finance, Due Diligence, Accounting, Mergers & Acquisitions, Auditing, Venture Capital, Investment Management, Capital IQ, Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
MSc, Finance
University of Aberdeen 2003 — 2007
MA, Economics
Visa June 2015 - Present
Instream Partners LLC September 2013 - May 2015
Danyang Diatool Diamond Products Co., Ltd April 2008 - August 2013
KPMG September 2007 - February 2008
Citigroup June 2006 - August 2006
Skills
Valuation, Portfolio Management, Bloomberg, Investments, Private Equity, Equity Research, Hedge Funds, Finance, Due Diligence, Accounting, Mergers & Acquisitions, Auditing, Venture Capital, Investment Management, Capital IQ, Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
MSc, Finance
University of Aberdeen 2003 — 2007
MA, Economics
Justine Moore's Instream Partners LLC Experience September 2015 - Present
Job Student at Stanford University
Industry
Experience
Cowboy Ventures September 2015 - Present
Instream Partners LLC September 2015 - Present
Associated Students of Stanford University May 2014 - Present
Stanford Venture Capital Club October 2013 - Present
Cardinal Ventures January 2015 - Present
Stanford Economics Association November 2012 - Present
Goldman Sachs June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
Stanford Institute for Economic Policy Research (SIEPR) April 2014 - June 2014
Associated Students of Stanford University April 2013 - May 2014
Education
Stanford University 2012 — 2016
Bachelor's degree, Economics
Lakeridge High School 2008 — 2012
Cowboy Ventures September 2015 - Present
Instream Partners LLC September 2015 - Present
Associated Students of Stanford University May 2014 - Present
Stanford Venture Capital Club October 2013 - Present
Cardinal Ventures January 2015 - Present
Stanford Economics Association November 2012 - Present
Goldman Sachs June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
Stanford Institute for Economic Policy Research (SIEPR) April 2014 - June 2014
Associated Students of Stanford University April 2013 - May 2014
Education
Stanford University 2012 — 2016
Bachelor's degree, Economics
Lakeridge High School 2008 — 2012
Natalia Zhou's Instream Partners LLC Experience May 2014 - Present
Job M&A Associate Technology
Industry Financial Services
Experience
Instream Partners LLC May 2014 - Present
Deutsche Bank July 2009 - November 2012
Royal Bank of Scotland June 2008 - August 2008
ICBC international June 2007 - August 2007
Skills
Finance, Corporate Finance, Investment Banking, Project Management, Financial Reporting, Financial Analysis, Equities, Analysis, Mergers & Acquisitions, Product Control, Process Improvement, M&A experience, Business Valuation, Business Process..., Capital IQ, Bloomberg, Quantitative Finance, Operations Management, Advanced MS (Macro), Interpersonal Skill, Quick learner
Education
Santa Clara University 2013 — 2015
Master of Business Administration (MBA), Finance
The University of Hong Kong 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Zhejiang University 2005 — 2006
NA, Accounting
Hangzhou Foreign Language School 1999 — 2005
High School
Instream Partners LLC May 2014 - Present
Deutsche Bank July 2009 - November 2012
Royal Bank of Scotland June 2008 - August 2008
ICBC international June 2007 - August 2007
Skills
Finance, Corporate Finance, Investment Banking, Project Management, Financial Reporting, Financial Analysis, Equities, Analysis, Mergers & Acquisitions, Product Control, Process Improvement, M&A experience, Business Valuation, Business Process..., Capital IQ, Bloomberg, Quantitative Finance, Operations Management, Advanced MS (Macro), Interpersonal Skill, Quick learner
Education
Santa Clara University 2013 — 2015
Master of Business Administration (MBA), Finance
The University of Hong Kong 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Zhejiang University 2005 — 2006
NA, Accounting
Hangzhou Foreign Language School 1999 — 2005
High School
Dontae Smith's Instream Partners LLC Experience June 2005 - February 2014
Job Business Development Coordinator/Executive Administrator at AlertEnterprise
Industry Computer Software
Experience
AlertEnterprise March 2014 - Present
Instream Partners, LLC June 2005 - February 2014
Free Choice Communications February 2005 - May 2005
Tragon Corporation September 2000 - May 2002
Skills
Leadership, Management, Market Research, Customer Service, Business Strategy, Program Management, Strategy, Event Management, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, PowerPoint, Dropbox, Google Calendar, Capital IQ, Salesforce.com, GoToMeeting, Box.com, Microsoft Word, Enterprise Software, Integration
Education
Notre Dame de Namur University 2000 — 2004
BS, Management and Marketing
Eastside College Preparatory School 1996 — 2000
AlertEnterprise March 2014 - Present
Instream Partners, LLC June 2005 - February 2014
Free Choice Communications February 2005 - May 2005
Tragon Corporation September 2000 - May 2002
Skills
Leadership, Management, Market Research, Customer Service, Business Strategy, Program Management, Strategy, Event Management, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, PowerPoint, Dropbox, Google Calendar, Capital IQ, Salesforce.com, GoToMeeting, Box.com, Microsoft Word, Enterprise Software, Integration
Education
Notre Dame de Namur University 2000 — 2004
BS, Management and Marketing
Eastside College Preparatory School 1996 — 2000
James Apfel's Instream Partners LLC Experience March 2007 - March 2009
Job Business Development & Strategic Sales
Industry Computer Networking
Experience
RTK June 2007 - July 2012
Instream Partners LLC March 2007 - March 2009
SwitchCore AB (sold to eSilicon) 2005 - 2007
Electriphy DSL (Sold to Aware, Inc) March 2002 - 2005
Acorn Group plc / Element 14 1998 - 2000
Diamond Multimedia 1994 - 1998
Rockwell 1992 - 1994
Rockwell 1992 - 1994
Education
Santa Clara University 1990 — 1992
MBA
Northwestern University 1986 — 1988
MS, Biomedical Engineering
University of Southern California 1983 — 1985
MS, Management
Cal Poly SLO 1979 — 1983
BSME
RTK June 2007 - July 2012
Instream Partners LLC March 2007 - March 2009
SwitchCore AB (sold to eSilicon) 2005 - 2007
Electriphy DSL (Sold to Aware, Inc) March 2002 - 2005
Acorn Group plc / Element 14 1998 - 2000
Diamond Multimedia 1994 - 1998
Rockwell 1992 - 1994
Rockwell 1992 - 1994
Education
Santa Clara University 1990 — 1992
MBA
Northwestern University 1986 — 1988
MS, Biomedical Engineering
University of Southern California 1983 — 1985
MS, Management
Cal Poly SLO 1979 — 1983
BSME
Diyong Xu's Instream Partners LLC Experience June 2009 - December 2009
Job Private Equity Associate at OrbiMed Advisors
Industry Venture Capital & Private Equity
Experience
OrbiMed Advisors August 2012 - Present
Lazard Freres & Co. June 2010 - July 2012
Instream Partners LLC June 2009 - December 2009
Flag Tree Capital June 2009 - September 2009
Skills
Private Equity, Biotechnology, Healthcare, Venture Capital, Investment Banking, Pharmaceuticals, Diagnostics, LBO, Pharmaceutical Industry, DCF, Strategy, Finance, Mergers & Acquisitions, Due Diligence, Valuation, Equities, Hardware Diagnostics, Medical Devices
Education
Stanford University 2008 — 2010
M.S., Management Science and Engineering (Concentration: Finance and Economics)
Dartmouth College 2005 — 2008
M.S., Molecular and Cellular Biology
Zhejiang University 2000 — 2004
Bachelor of Science (B.S.), Biological Science
OrbiMed Advisors August 2012 - Present
Lazard Freres & Co. June 2010 - July 2012
Instream Partners LLC June 2009 - December 2009
Flag Tree Capital June 2009 - September 2009
Skills
Private Equity, Biotechnology, Healthcare, Venture Capital, Investment Banking, Pharmaceuticals, Diagnostics, LBO, Pharmaceutical Industry, DCF, Strategy, Finance, Mergers & Acquisitions, Due Diligence, Valuation, Equities, Hardware Diagnostics, Medical Devices
Education
Stanford University 2008 — 2010
M.S., Management Science and Engineering (Concentration: Finance and Economics)
Dartmouth College 2005 — 2008
M.S., Molecular and Cellular Biology
Zhejiang University 2000 — 2004
Bachelor of Science (B.S.), Biological Science
Scott Juang's Instream Partners LLC Experience May 2009 - August 2009
Job Business Development Manager at Cloudera
Industry Information Technology and Services
Experience
Cloudera April 2015 - Present
Accenture August 2013 - March 2015
Accenture July 2011 - August 2013
Shocking Technologies June 2010 - August 2010
University of Pennsylvania January 2009 - May 2010
Instream Partners LLC May 2009 - August 2009
GUC June 2008 - August 2008
TSMC June 2007 - August 2007
Skills
Program Management, Business Process..., Data Analysis, Business Requirements, Change Management, Global Strategy, Network Security, Semiconductor Process, Microsoft Office, Cross-functional..., Data Modeling, Chinese, Materials Science, Solar Cells, Solar PV, Customer Engagement, Helping Clients Succeed, Client Presentation, Preparing Business Cases, Management, Project Management, Consulting, Analysis, Leadership, PowerPoint, Strategy, Microsoft Excel, Process Improvement, Research, Hadoop, Data Analytics, Business Development, Partner Development
Education
University of Pennsylvania 2009 — 2011
Masters of Science in Engineering, Materials Science and Engineering, 3.8
University of Pennsylvania 2006 — 2010
Bachelors of Science in Engineering, Materials Science and Engineering, 3.8
Saratoga High School 2002 — 2006
Cloudera April 2015 - Present
Accenture August 2013 - March 2015
Accenture July 2011 - August 2013
Shocking Technologies June 2010 - August 2010
University of Pennsylvania January 2009 - May 2010
Instream Partners LLC May 2009 - August 2009
GUC June 2008 - August 2008
TSMC June 2007 - August 2007
Skills
Program Management, Business Process..., Data Analysis, Business Requirements, Change Management, Global Strategy, Network Security, Semiconductor Process, Microsoft Office, Cross-functional..., Data Modeling, Chinese, Materials Science, Solar Cells, Solar PV, Customer Engagement, Helping Clients Succeed, Client Presentation, Preparing Business Cases, Management, Project Management, Consulting, Analysis, Leadership, PowerPoint, Strategy, Microsoft Excel, Process Improvement, Research, Hadoop, Data Analytics, Business Development, Partner Development
Education
University of Pennsylvania 2009 — 2011
Masters of Science in Engineering, Materials Science and Engineering, 3.8
University of Pennsylvania 2006 — 2010
Bachelors of Science in Engineering, Materials Science and Engineering, 3.8
Saratoga High School 2002 — 2006
Xueqian Jiang's Instream Partners LLC Experience January 2014 - March 2014
Job Stanford University
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
CFA Institute Research Challenge December 2014 - March 2015
Guotai Junan Securities Co., Ltd June 2014 - August 2014
zPark Capital May 2014 - July 2014
Instream Partners LLC January 2014 - March 2014
Accenture January 2013 - April 2013
Nokia Networks May 2012 - April 2013
FORMULA 1 SINGAPORE GRAND PRIX September 2011 - September 2012
Standard Chartered Bank May 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Mandarin, Bloomberg, Corporate Finance, VBA, Matlab, Economics, Business Strategy, Data Analysis, Market Research, Management, Strategy, Leadership, Research, Project Planning, Training, Analysis, C++
Education
Stanford University 2013 — 2016
Electrical Engineering
Ewha Womans University 2013 — 2013
Summer School, Asian History
National University of Singapore 2009 — 2012
Bachelor of Engineering (BEng),1st Class Honors, Electrical Engineering
Raffles Junior College 2007 — 2008
J.P. Morgan June 2015 - August 2015
CFA Institute Research Challenge December 2014 - March 2015
Guotai Junan Securities Co., Ltd June 2014 - August 2014
zPark Capital May 2014 - July 2014
Instream Partners LLC January 2014 - March 2014
Accenture January 2013 - April 2013
Nokia Networks May 2012 - April 2013
FORMULA 1 SINGAPORE GRAND PRIX September 2011 - September 2012
Standard Chartered Bank May 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Mandarin, Bloomberg, Corporate Finance, VBA, Matlab, Economics, Business Strategy, Data Analysis, Market Research, Management, Strategy, Leadership, Research, Project Planning, Training, Analysis, C++
Education
Stanford University 2013 — 2016
Electrical Engineering
Ewha Womans University 2013 — 2013
Summer School, Asian History
National University of Singapore 2009 — 2012
Bachelor of Engineering (BEng),1st Class Honors, Electrical Engineering
Raffles Junior College 2007 — 2008
Yibai Shu's Instream Partners LLC Experience December 2013 - September 2014
Job Analyst at Compass Lexecon
Industry Management Consulting
Experience
Compass Lexecon June 2015 - Present
The Cardinal Fund September 2014 - May 2015
Instream Partners LLC December 2013 - September 2014
Department of Economics, Stanford University June 2013 - August 2013
GSR Ventures June 2012 - August 2012
Forum for American/Chinese Exchange at Stanford (FACES) September 2009 - June 2012
Skills
Entrepreneurship, Research, Economics, Stata, Data Analysis, Statistics, Microsoft Word, Microsoft Excel, Financial Modeling, Valuation, Matlab, Education, Environmental Economics
Education
Stanford University 2013 — 2015
Master's Degree, Public Policy
University of Oxford 2013 — 2013
Exchange Student, Public Economics
Stanford University 2009 — 2013
Bachelor of Arts (BA), Economics
Tsinghua University 2008 — 2009
School of Humanities and Social Sciences, English
Hangzhou Foreign Languages School (HFLS) 2006 — 2008
High School
Compass Lexecon June 2015 - Present
The Cardinal Fund September 2014 - May 2015
Instream Partners LLC December 2013 - September 2014
Department of Economics, Stanford University June 2013 - August 2013
GSR Ventures June 2012 - August 2012
Forum for American/Chinese Exchange at Stanford (FACES) September 2009 - June 2012
Skills
Entrepreneurship, Research, Economics, Stata, Data Analysis, Statistics, Microsoft Word, Microsoft Excel, Financial Modeling, Valuation, Matlab, Education, Environmental Economics
Education
Stanford University 2013 — 2015
Master's Degree, Public Policy
University of Oxford 2013 — 2013
Exchange Student, Public Economics
Stanford University 2009 — 2013
Bachelor of Arts (BA), Economics
Tsinghua University 2008 — 2009
School of Humanities and Social Sciences, English
Hangzhou Foreign Languages School (HFLS) 2006 — 2008
High School
Joel DeMartini, CPA's Instream Partners LLC Experience January 2013 - August 2013
Job Senior Associate at PwC
Industry Accounting
Experience
PwC December 2013 - Present
ZOZI August 2013 - October 2013
Instream Partners LLC January 2013 - August 2013
Chardan Capital Markets November 2012 - January 2013
PwC September 2011 - November 2012
California Economic Forecast September 2010 - June 2011
Skills
Financial Modeling, US GAAP, Data Analysis, Financial Analysis, Assurance, Auditing, Investment Banking, Valuation, Corporate Finance, DCF, Equity Research, Economics, Financial Statement..., Econometric Modeling, Regression Analysis, Accounting, Equities, Investments, Due Diligence, Analysis, Capital IQ, SEC filings, Strategy, Business Valuation, Private Equity, Internal Audit, Bloomberg Terminal, Finance, Mergers & Acquisitions, Bloomberg, Financial Services, Venture Capital, Portfolio Management, Financial Accounting, Alternative Investments, Hedge Funds, Asset Management
Education
University of California, Santa Barbara 2010 — 2011
Master of Arts (M.A.), Economics, 3.78
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics with Accounting, 3.63
PwC December 2013 - Present
ZOZI August 2013 - October 2013
Instream Partners LLC January 2013 - August 2013
Chardan Capital Markets November 2012 - January 2013
PwC September 2011 - November 2012
California Economic Forecast September 2010 - June 2011
Skills
Financial Modeling, US GAAP, Data Analysis, Financial Analysis, Assurance, Auditing, Investment Banking, Valuation, Corporate Finance, DCF, Equity Research, Economics, Financial Statement..., Econometric Modeling, Regression Analysis, Accounting, Equities, Investments, Due Diligence, Analysis, Capital IQ, SEC filings, Strategy, Business Valuation, Private Equity, Internal Audit, Bloomberg Terminal, Finance, Mergers & Acquisitions, Bloomberg, Financial Services, Venture Capital, Portfolio Management, Financial Accounting, Alternative Investments, Hedge Funds, Asset Management
Education
University of California, Santa Barbara 2010 — 2011
Master of Arts (M.A.), Economics, 3.78
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics with Accounting, 3.63
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY