Inverness Advisors
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13 Inverness Advisors employees in database. Find out everything there's to know about Inverness Advisors 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.
Inverness Advisors Employees
AGC Partners November 2014 - Present
MESA Global August 2010 - October 2014
Inverness Advisors July 2009 - August 2010
Montgomery & Co. March 2006 - December 2008
Friedman Billings Ramsey March 2004 - March 2006
Citigroup June 1998 - July 2002
Skills
Capital Raising, Start-ups, Investment Banking, Mergers & Acquisitions, Mergers, Digital Media, Management, Venture Capital, Private Equity, Securities, Valuation, LBO, M&A experience, Financial Modeling, Emerging Markets, Corporate Development
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
BA, Finance
Raymond James Financial Inc. December 2014 - Present
Inverness Advisors November 2010 - December 2014
WestPark Capital, Inc. September 2010 - October 2010
WestPark Capital, Inc. April 2008 - September 2010
Merriman Curhan Ford & Co. March 2007 - April 2008
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Corporate Finance, Investments, Private Equity, Private Placements, Venture Capital
Education
University of California, Berkeley 2003 — 2006
B.A., Economics
Raymond James Financial Inc. 2014 - Present
Inverness Advisors April 2009 - December 2014
Thomas Weisel Partners 2005 - 2007
Deutsche Bank 2003 - 2005
Citigroup 1999 - 2003
Skills
Mergers & Acquisitions, Medical Devices, Management, Venture Capital, Due Diligence, Investment Banking, Biotechnology, Private Placements, Valuation, Private Equity, Financial Modeling, Corporate Development, Strategy, Corporate Finance, Angel Investing
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
University of California, Los Angeles 1985 — 1988
BA, English Literature
Piper Jaffray July 2014 - Present
Inverness Advisors June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Stata, Economics, Daylite, Business Analytics, Financial Statement..., Financial Markets, Photoshop, Financial Modeling, Mergers, Research
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.) with Honors, Economics
Sciences Po Paris 2012 — 2012
European Union Studies Program
Inverness Advisors January 2000 - Present
Inverness Advisors January 2000 - Present
The Estate Planning Team September 1998 - January 2000
Royalton Financial Group July 1996 - August 1998
Skills
Investment Advisory, Alternative Investments, Managed Futures, Risk Management, Wealth Management, Retirement Planning, Investments, Securities, Portfolio Management, Asset Managment, Estate Planning, Asset Allocation, Strategic Financial..., Investment Strategies, Insurance
Education
John Carroll University 1992 — 1996
AirPR March 2015 - Present
Inverness Advisors October 2014 - March 2015
Autodesk June 2014 - September 2014
Pandora Industries, Inc. October 2007 - May 2014
Hawk Ridge Systems June 2006 - October 2007
Skills
Lead Generation, Sales Operations, Marketing Strategy, Data Analytics, Financial Modeling, Business Development, Salesforce.com, Product Management, Start-ups, Mechanical Engineering, SQL, Mergers & Acquisitions, Solidworks, Investment Banking, Business Strategy, 3D Printing, Management, Product Design, Financial Analysis, Data Analysis, Strategy, Microsoft Office, Microsoft Excel, Valuation, Project Management, Analysis, PowerPoint, Research, Private Equity, Corporate Finance, Due Diligence, Business Analysis
Education
Santa Clara University - Leavey School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Data Analytics
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (B.S.), Mechanical Engineering
Inverness Advisors April 2013 - Present
Excellerate Advisors January 2011 - April 2013
JIC Advisors LLC December 2008 - January 2011
JMP Securities March 2006 - November 2008
FBR February 2004 - February 2006
SoundView Technology Group June 2003 - January 2004
Capital Group June 2001 - June 2003
Skills
Mergers, Acquisitions, Divestitures, Private Placements, Strategy Development, Mobile, Financial Analysis, Mobile Marketing, Due Diligence, Online Advertising, Social Media, Venture Capital, Mergers & Acquisitions, Mobile Devices, Strategy, Analysis, Business Development, Corporate Development, Valuation, Management, Analytics, Corporate Finance, Financial Modeling, Investment Banking
Education
University of California, Los Angeles 1996 — 2000
B.A, Business Economics, Accounting minor
Goldman Sachs 2015 - Present
Goldman Sachs 2012 - 2015
Goldman Sachs June 2011 - August 2011
Inverness Advisors 2009 - 2010
Montgomery & Co. 2006 - 2008
033 Asset Management 2005 - 2005
Skills
Business Strategy, Valuation, Investment Banking, Business Development, Financial Modeling, Corporate Finance, Mergers, Strategy, Due Diligence, Venture Capital, Mergers & Acquisitions, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Dartmouth College 2002 — 2006
BA, Mathematics & Economics
Inverness Advisors 2013 - Present
Xpert Financial 2011 - 2013
Seven Hills Partners 2003 - 2010
Yipes Communications 2000 - 2002
SG Cowen Securities 1998 - 2000
Cowen & Company 1994 - 1998
Kidder, Peabody 1989 - 1992
Lehman Brothers 1982 - 1989
Skills
Financial Institutions, Venture Capital, Equities, Investment Banking, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Securities, Strategy, Competitive Analysis, Start-ups, Finance, Strategic Partnerships, M&A experience, Capital Markets, Private Equity, Proprietary Trading, Strategic Planning, International Finance, Business Strategy, Management, Investor Relations, Leadership, Valuation
Education
Stanford University Graduate School of Business 1981 — 1983
Stanford University 1974 — 1978
A.B., Economics
Inverness Advisors January 2015 - Present
Inverness Advisors May 2010 - January 2015
CRT Capital Group January 2008 - October 2008
Redwood Trust May 2007 - September 2007
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Due Diligence, Venture Capital, Capital Markets, Mergers & Acquisitions, Digital Media
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.)
Inverness Advisors June 2003 - Present
Raymond James Financial Services December 1999 - May 2006
Steinhaus Financial Group October 1994 - December 1999
Skills
Investment Strategies, Retirement Plan..., 401k Rollovers, Retirement Income..., Retirement Plan...
Education
The Ohio State University 1989 — 1993
B.S, Finance & Economics
Lakewood High School 1986 — 1989