Inverness Advisors

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Inverness Advisors Employees

Employee
Years
Job
Industry
Gee Leung Gee Leung San Francisco Bay Area Details
Gee Leung's Inverness Advisors Experience July 2009 - August 2010
Job Partner at AGC Partners
Industry Investment Banking
Experience
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

Ann Pan Ann Pan San Francisco Bay Area Details
Ann Pan's Inverness Advisors Experience November 2010 - December 2014
Job Associate at Raymond James Financial Inc.
Industry Investment Banking
Experience
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

David Stubbs David Stubbs San Francisco Bay Area Details
David Stubbs's Inverness Advisors Experience April 2009 - December 2014
Job Managing Director, Head of Life Sciences at Raymond James Financial Inc.
Industry Financial Services
Experience
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

Andrew Holden Andrew Holden Minneapolis, Minnesota Details
Andrew Holden's Inverness Advisors Experience June 2013 - August 2013
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
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

John Bartels/ Investment Strategist John Bartels/ Investment Strategist Cleveland/Akron, Ohio Area Details
John Bartels/ Investment Strategist's Inverness Advisors Experience January 2000 - Present
Job Principal Inverness/ Investment Advisor
Industry Financial Services
Experience
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

JW Cheng JW Cheng San Francisco, California Details
JW Cheng's Inverness Advisors Experience October 2014 - March 2015
Job PR Intelligence at AirPR
Industry Computer Software
Experience
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

Jeff Cruz Jeff Cruz San Francisco Bay Area Details
Jeff Cruz's Inverness Advisors Experience April 2013 - Present
Job Director at Inverness Advisors
Industry Financial Services
Experience
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

Chris Lapointe Chris Lapointe San Francisco, California Details
Chris Lapointe's Inverness Advisors Experience 2009 - 2010
Job Vice President Investment Banking at Goldman Sachs
Industry Financial Services
Experience
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

Robert Valdez Robert Valdez San Francisco, California Details
Robert Valdez's Inverness Advisors Experience 2013 - Present
Job Managing Director at Inverness Advisors
Industry Financial Services
Experience
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

Charles Harper Charles Harper San Francisco Bay Area Details
Charles Harper's Inverness Advisors Experience January 2015 - Present
Job Vice President at Inverness Advisors
Industry Investment Banking
Experience
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.)

Matthew Gordillo Matthew Gordillo Cleveland/Akron, Ohio Area Details
Matthew Gordillo's Inverness Advisors Experience June 2003 - Present
Job Registered Principal at Inverness, Retirement Specialist
Industry Financial Services
Experience
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