JMI Equity
Industry: Company
DescriptionJMI Equity is an American growth equity firm focused on investing in leading software, internet, business services and healthcare IT companies. JMI provides capital for growth, recapitalizations, acquisitions and buyouts. Headquarters: Baltimore, MD Founder: John Moores Founded: 1992 Key person: Charles Noell Type of business: Privately held company
JMI Equity List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JMI Equity. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JMI Equity Employees
Employee
Years
Job
Industry
Spencer Chavez Spencer Chavez's JMI Equity Experience March 2015 - Present
Job Associate at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity March 2015 - Present
Citi March 2014 - February 2015
Needham & Company July 2012 - March 2014
Santa Clara University Undergraduate Business Office May 2009 - March 2012
Cisco Systems June 2011 - August 2011
Urban Futures Inc. June 2010 - September 2010
Urban Futures Inc. June 2009 - September 2009
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Finance, Economics
Servite High School 2004 — 2008
JMI Equity March 2015 - Present
Citi March 2014 - February 2015
Needham & Company July 2012 - March 2014
Santa Clara University Undergraduate Business Office May 2009 - March 2012
Cisco Systems June 2011 - August 2011
Urban Futures Inc. June 2010 - September 2010
Urban Futures Inc. June 2009 - September 2009
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Finance, Economics
Servite High School 2004 — 2008
Christopher D. Long Christopher D. Long's JMI Equity Experience April 2013 - March 2015
Job
Industry Sports
Experience
Major League Baseball Team August 2015 - Present
Vorpala May 2013 - Present
Kaggle January 2012 - Present
Journal of Sports Analytics February 2014 - Present
The Nylon Calculus March 2015 - Present
AlphaSights April 2014 - Present
CrowdANALYTIX December 2012 - Present
Internet Chess Club 1995 - Present
Major League Baseball Team February 2014 - March 2015
JMI Equity April 2013 - March 2015
Skills
Data Mining, R, Python, SQL, Ruby, Machine Learning, Statistics, Analytics, MATLAB, Go, Hadoop, Deep Learning, Algorithms, Data Analysis, Predictive Analytics, Research, Predictive Modeling, Statistical Modeling, Mathematica, Octave, Julia, Apache Hive, Apache Pig, Perl, C++, C, Quantitative Analytics, Bayesian statistics, Public Speaking, Linux, Mathematical Modeling, Biostatistics, Baseball, Sports, Artificial Intelligence, Data Visualization, PostgreSQL, Stata, Optimization, Teaching, Sabermetrics, Statistical Analysis, Mathematics, Sports Analysis, Basketball, Lacrosse, Database Design, Applied Mathematics, SAS, LinkedIn
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
MS
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
MS
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2003
MS
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA
Thoroughbred Owners and Breeders Association
Coursera 2012 — 2013
edX
Stanford University 2011 — 2011
Harvard University 2006 — 2006
UCSD 2005 — 2005
Major League Baseball Team August 2015 - Present
Vorpala May 2013 - Present
Kaggle January 2012 - Present
Journal of Sports Analytics February 2014 - Present
The Nylon Calculus March 2015 - Present
AlphaSights April 2014 - Present
CrowdANALYTIX December 2012 - Present
Internet Chess Club 1995 - Present
Major League Baseball Team February 2014 - March 2015
JMI Equity April 2013 - March 2015
Skills
Data Mining, R, Python, SQL, Ruby, Machine Learning, Statistics, Analytics, MATLAB, Go, Hadoop, Deep Learning, Algorithms, Data Analysis, Predictive Analytics, Research, Predictive Modeling, Statistical Modeling, Mathematica, Octave, Julia, Apache Hive, Apache Pig, Perl, C++, C, Quantitative Analytics, Bayesian statistics, Public Speaking, Linux, Mathematical Modeling, Biostatistics, Baseball, Sports, Artificial Intelligence, Data Visualization, PostgreSQL, Stata, Optimization, Teaching, Sabermetrics, Statistical Analysis, Mathematics, Sports Analysis, Basketball, Lacrosse, Database Design, Applied Mathematics, SAS, LinkedIn
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
MS
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
MS
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2003
MS
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA
Thoroughbred Owners and Breeders Association
Coursera 2012 — 2013
edX
Stanford University 2011 — 2011
Harvard University 2006 — 2006
UCSD 2005 — 2005
Hasan Ali Hasan Ali's JMI Equity Experience August 2012 - Present
Job Investment Professional at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2012 - Present
RBC Capital Markets February 2010 - July 2012
FTI Consulting October 2007 - February 2010
Wachovia Securities January 2006 - April 2006
UC Berkeley January 2005 - June 2005
Skills
Financial Modeling, Mergers, Valuation, Financial Analysis, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics
JMI Equity August 2012 - Present
RBC Capital Markets February 2010 - July 2012
FTI Consulting October 2007 - February 2010
Wachovia Securities January 2006 - April 2006
UC Berkeley January 2005 - June 2005
Skills
Financial Modeling, Mergers, Valuation, Financial Analysis, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics
Rawson Daniel Rawson Daniel's JMI Equity Experience August 2007 - August 2010
Job Finance & Analytics at Shutterstock
Industry Internet
Experience
Shutterstock May 2015 - Present
Shutterstock January 2013 - May 2015
Buddy Media / Salesforce April 2012 - January 2013
JMI Equity August 2007 - August 2010
Montgomery & Co. July 2005 - July 2007
Skills
Financial Modeling, Strategic Partnerships, Private Equity, Business Development, Mergers & Acquisitions, Investments, Corporate Development, Corporate Finance, Business Strategy, Go-to-market Strategy, Mergers, Strategy, Investment Banking, Salesforce.com, Equities, Digital Media, Analytics, Start-ups, Venture Capital
Education
Dartmouth College
AB, History
Columbia University - Columbia Business School
MBA
Shutterstock May 2015 - Present
Shutterstock January 2013 - May 2015
Buddy Media / Salesforce April 2012 - January 2013
JMI Equity August 2007 - August 2010
Montgomery & Co. July 2005 - July 2007
Skills
Financial Modeling, Strategic Partnerships, Private Equity, Business Development, Mergers & Acquisitions, Investments, Corporate Development, Corporate Finance, Business Strategy, Go-to-market Strategy, Mergers, Strategy, Investment Banking, Salesforce.com, Equities, Digital Media, Analytics, Start-ups, Venture Capital
Education
Dartmouth College
AB, History
Columbia University - Columbia Business School
MBA
Andrew Liu Andrew Liu's JMI Equity Experience January 2012 - 2012
Job Investment Banking Analyst at Arma Partners
Industry Investment Banking
Experience
Arma Partners 2013 - Present
JMI Equity January 2012 - 2012
AGC Partners 2012 - 2012
Zhejiang Venture Capital September 2011 - December 2011
Union Square Advisors June 2011 - August 2011
Waddell & Reed April 2010 - September 2010
Skills
Corporate Development, LBO, M&A experience, Microsoft Excel, Capital IQ, Entrepreneurship, Stata, Start-ups, Finance, Competitive Analysis
Education
University of California, San Diego 2008 — 2012
BS, Management Science
Peking University 2011 — 2011
Chinese Language and Literature
Archbishop Mitty
Arma Partners 2013 - Present
JMI Equity January 2012 - 2012
AGC Partners 2012 - 2012
Zhejiang Venture Capital September 2011 - December 2011
Union Square Advisors June 2011 - August 2011
Waddell & Reed April 2010 - September 2010
Skills
Corporate Development, LBO, M&A experience, Microsoft Excel, Capital IQ, Entrepreneurship, Stata, Start-ups, Finance, Competitive Analysis
Education
University of California, San Diego 2008 — 2012
BS, Management Science
Peking University 2011 — 2011
Chinese Language and Literature
Archbishop Mitty
Scott McKenzie Scott McKenzie's JMI Equity Experience July 2012 - Present
Job Senior Associate at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity July 2012 - Present
L.E.K. Consulting September 2010 - June 2012
Fuqua School of Business May 2009 - March 2010
Bank of America May 2008 - August 2008
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Corporate Development, LBO, Mergers & Acquisitions, M&A experience, Management Consulting, Financial Analysis, Economics, Business Valuation, Market Entry, Business Strategy
Education
Duke University - The Fuqua School of Business 2009 — 2010
MMS, Management
Duke University 2005 — 2009
BS, Economics
JMI Equity July 2012 - Present
L.E.K. Consulting September 2010 - June 2012
Fuqua School of Business May 2009 - March 2010
Bank of America May 2008 - August 2008
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Corporate Development, LBO, Mergers & Acquisitions, M&A experience, Management Consulting, Financial Analysis, Economics, Business Valuation, Market Entry, Business Strategy
Education
Duke University - The Fuqua School of Business 2009 — 2010
MMS, Management
Duke University 2005 — 2009
BS, Economics
Chris O'Keefe's JMI Equity Experience March 2005 - May 2007
Job Pilot at Compass Airlines
Industry Aviation & Aerospace
Experience
Compass Airlines September 2015 - Present
Jet Aviation January 2013 - August 2015
Motorola Mobility April 2011 - August 2012
Jet Air Systems April 2008 - April 2011
Emerald Aviation, LLC May 2007 - September 2010
JMI Equity March 2005 - May 2007
Jet Source January 2004 - March 2005
Scenic Airlines June 2003 - January 2004
Skills
Airline Transport Pilot, CFI, CFII, AGI, MedAire CPR certified, Aviation, Type Rating, Piloting, Charter, Crew Resource Management, Aircraft, ATP, Flight Training, Business Aviation, Commercial Aviation, Flight Planning, Transportation, Flight Safety, Jet, Aerospace, Safety Management..., Airports, Aircraft Systems, Gulfstream, Cpr Certified, Flights, General Aviation, Multi-engine, Human Factors, Jets, Ground Instructor, International Flight...
Education
Southern Illinois University, Carbondale 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Aviation Management
Palomar College 2000 — 2003
Associate of Arts (A.A.), Professional Pilot
Compass Airlines September 2015 - Present
Jet Aviation January 2013 - August 2015
Motorola Mobility April 2011 - August 2012
Jet Air Systems April 2008 - April 2011
Emerald Aviation, LLC May 2007 - September 2010
JMI Equity March 2005 - May 2007
Jet Source January 2004 - March 2005
Scenic Airlines June 2003 - January 2004
Skills
Airline Transport Pilot, CFI, CFII, AGI, MedAire CPR certified, Aviation, Type Rating, Piloting, Charter, Crew Resource Management, Aircraft, ATP, Flight Training, Business Aviation, Commercial Aviation, Flight Planning, Transportation, Flight Safety, Jet, Aerospace, Safety Management..., Airports, Aircraft Systems, Gulfstream, Cpr Certified, Flights, General Aviation, Multi-engine, Human Factors, Jets, Ground Instructor, International Flight...
Education
Southern Illinois University, Carbondale 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Aviation Management
Palomar College 2000 — 2003
Associate of Arts (A.A.), Professional Pilot
Brian Anglin Brian Anglin's JMI Equity Experience June 2014 - December 2014
Job VP Engineering at Ponder Products, Inc.
Industry Consumer Services
Experience
Ponder Products, Inc. June 2015 - Present
mycommunityhours.com June 2012 - Present
Latch Creative January 2015 - August 2015
JMI Equity June 2014 - December 2014
SnapSale January 2014 - December 2014
SAIC June 2013 - July 2013
Skills
Web Development, Graphic Design, SEO, PHP, MySQL, JavaScript, jQuery, Social Media Marketing, C, Node.js, Business Strategy, WordPress, E-commerce, HTML 5, Social Media, Business Intelligence, HTML5, Start-ups, Public Speaking
Education
University of Southern California 2015 — 2018
Bachelor’s Degree, Computer Engineering & Computer Science
The Bishop's School 2008 — 2014
12th
University of Southern California
Ponder Products, Inc. June 2015 - Present
mycommunityhours.com June 2012 - Present
Latch Creative January 2015 - August 2015
JMI Equity June 2014 - December 2014
SnapSale January 2014 - December 2014
SAIC June 2013 - July 2013
Skills
Web Development, Graphic Design, SEO, PHP, MySQL, JavaScript, jQuery, Social Media Marketing, C, Node.js, Business Strategy, WordPress, E-commerce, HTML 5, Social Media, Business Intelligence, HTML5, Start-ups, Public Speaking
Education
University of Southern California 2015 — 2018
Bachelor’s Degree, Computer Engineering & Computer Science
The Bishop's School 2008 — 2014
12th
University of Southern California
Brett De Jarnette's JMI Equity Experience October 2009 - June 2010
Job Associate at Cooley LLP
Industry Legal Services
Experience
Cooley LLP October 2013 - Present
Google January 2012 - November 2012
Cooley LLP May 2012 - July 2012
Santa Clara University School of Law August 2011 - May 2012
Santa Clara University School of Law August 2011 - December 2011
Sixth District Court of Appeal for the State of California May 2011 - July 2011
JMI Equity October 2009 - June 2010
Sacramento District Attorney's Office June 2009 - August 2009
The Lancer Group October 2008 - June 2009
Institute for the Study of Human Knowledge September 2006 - June 2008
Education
Santa Clara University School of Law 2010 — 2013
J.D., Magna Cum Laude, Order of the Coif
University of California, San Diego 2006 — 2009
B.A., Political Science Public Law
Cooley LLP October 2013 - Present
Google January 2012 - November 2012
Cooley LLP May 2012 - July 2012
Santa Clara University School of Law August 2011 - May 2012
Santa Clara University School of Law August 2011 - December 2011
Sixth District Court of Appeal for the State of California May 2011 - July 2011
JMI Equity October 2009 - June 2010
Sacramento District Attorney's Office June 2009 - August 2009
The Lancer Group October 2008 - June 2009
Institute for the Study of Human Knowledge September 2006 - June 2008
Education
Santa Clara University School of Law 2010 — 2013
J.D., Magna Cum Laude, Order of the Coif
University of California, San Diego 2006 — 2009
B.A., Political Science Public Law
Robert Cesafsky Robert Cesafsky's JMI Equity Experience September 2007 - December 2014
Job Vice President, Strategy and Planning at EMS Software by DEA
Industry Computer Software
Experience
EMS Software by DEA December 2014 - Present
EMS Software by DEA July 2014 - December 2014
JMI Equity September 2007 - December 2014
Robert W. Baird & Co. March 2005 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Equities, Investments, Portfolio Management, Private Equity, Valuation, Venture Capital, Mergers, Enterprise Software, Leadership, Operational Excellence, Executive Management, Management, Strategy, Business Strategy, Strategic Planning, Corporate Development, Business Development, Sales Management, Sales, Sales Process, Sales Operations, Marketing Strategy, Marketing, Marketing Management, Due Diligence, Strategic Partnerships, Financial Analysis, Corporate Finance
Education
Marquette University 2003 — 2004
Bachelor of Science (B.S.), Finance, General
United States Naval Academy 1999 — 2002
Economics
EMS Software by DEA December 2014 - Present
EMS Software by DEA July 2014 - December 2014
JMI Equity September 2007 - December 2014
Robert W. Baird & Co. March 2005 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Equities, Investments, Portfolio Management, Private Equity, Valuation, Venture Capital, Mergers, Enterprise Software, Leadership, Operational Excellence, Executive Management, Management, Strategy, Business Strategy, Strategic Planning, Corporate Development, Business Development, Sales Management, Sales, Sales Process, Sales Operations, Marketing Strategy, Marketing, Marketing Management, Due Diligence, Strategic Partnerships, Financial Analysis, Corporate Finance
Education
Marquette University 2003 — 2004
Bachelor of Science (B.S.), Finance, General
United States Naval Academy 1999 — 2002
Economics
Tengbo Li's JMI Equity Experience August 2014 - May 2015
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.
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.
Brian Dunlap Brian Dunlap's JMI Equity Experience August 2014 - August 2015
Job Vice President at TPG Capital
Industry Venture Capital & Private Equity
Experience
TPG Capital September 2015 - Present
JMI Equity August 2014 - August 2015
Redpoint Ventures June 2013 - August 2013
General Atlantic June 2010 - July 2012
General Atlantic August 2008 - July 2010
Morgan Stanley June 2006 - July 2008
Morgan Stanley May 2005 - July 2005
Skills
Private Equity, Mergers & Acquisitions, LBO, Growth Capital, Emerging Markets, Venture Capital, Finance, Growth Strategy, Latin America, Financial Modeling, Valuation, Growth Equity, Fund Diligence, Asset Allocation, Manager Selection, Capital Raising, Software, Coaching, Investment Banking, Negotiation, Business Development, Social Entrepreneurship, Impact Investing, Portuguese, Spanish, Endowments, Public Policy, International Policy, Foreign Policy
Education
Stanford Graduate School of Business
Master of Business Administration (MBA)
Stanford University
BA
Stanford University
MA
TPG Capital September 2015 - Present
JMI Equity August 2014 - August 2015
Redpoint Ventures June 2013 - August 2013
General Atlantic June 2010 - July 2012
General Atlantic August 2008 - July 2010
Morgan Stanley June 2006 - July 2008
Morgan Stanley May 2005 - July 2005
Skills
Private Equity, Mergers & Acquisitions, LBO, Growth Capital, Emerging Markets, Venture Capital, Finance, Growth Strategy, Latin America, Financial Modeling, Valuation, Growth Equity, Fund Diligence, Asset Allocation, Manager Selection, Capital Raising, Software, Coaching, Investment Banking, Negotiation, Business Development, Social Entrepreneurship, Impact Investing, Portuguese, Spanish, Endowments, Public Policy, International Policy, Foreign Policy
Education
Stanford Graduate School of Business
Master of Business Administration (MBA)
Stanford University
BA
Stanford University
MA
Chase Thomet's JMI Equity Experience August 2014 - Present
Job Investment Professional at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2014 - Present
Bank of America Merrill Lynch July 2012 - July 2014
Skills
Investment Banking, Finance, Mergers & Acquisitions, Research, Leadership, Financial Modeling, Salesforce.com, Microsoft Office, Private Equity, Corporate Finance, Equities, Data Analysis, Economics, Investments, Valuation, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2008 — 2012
BSC, Finance, Economics
JMI Equity August 2014 - Present
Bank of America Merrill Lynch July 2012 - July 2014
Skills
Investment Banking, Finance, Mergers & Acquisitions, Research, Leadership, Financial Modeling, Salesforce.com, Microsoft Office, Private Equity, Corporate Finance, Equities, Data Analysis, Economics, Investments, Valuation, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2008 — 2012
BSC, Finance, Economics
Daniel Pak's JMI Equity Experience September 2011 - May 2012
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting, LLP August 2015 - Present
Deloitte Consulting, LLP September 2013 - August 2015
University of California, San Diego September 2011 - March 2013
The Walt Disney Company June 2012 - September 2012
JMI Equity September 2011 - May 2012
StepStone Group June 2011 - September 2011
UBS Financial Services March 2011 - June 2011
UCSD Student Foundation Investment Committee February 2011 - June 2011
Boy Scouts of America August 2007 - August 2008
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Private Equity, Management, Analysis, Research, Microsoft Office
Education
University of California, San Diego 2008 — 2013
B.S., Quantitative Economics; Business; Accounting
Deloitte Consulting, LLP August 2015 - Present
Deloitte Consulting, LLP September 2013 - August 2015
University of California, San Diego September 2011 - March 2013
The Walt Disney Company June 2012 - September 2012
JMI Equity September 2011 - May 2012
StepStone Group June 2011 - September 2011
UBS Financial Services March 2011 - June 2011
UCSD Student Foundation Investment Committee February 2011 - June 2011
Boy Scouts of America August 2007 - August 2008
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Private Equity, Management, Analysis, Research, Microsoft Office
Education
University of California, San Diego 2008 — 2013
B.S., Quantitative Economics; Business; Accounting
Alexander Wallin Alexander Wallin's JMI Equity Experience October 2010 - June 2011
Job CEO at SprinkleBit
Industry Financial Services
Experience
SprinkleBit September 2010 - Present
The Lancer Group August 2010 - September 2011
The Lancer Group September 2009 - September 2011
JMI Equity October 2010 - June 2011
KSDT Radio September 2009 - May 2010
Swedish Army 2006 - 2007
Skills
Financial Analysis, Business Strategy, Financial Modeling, Valuation, Entrepreneurship, Microsoft Excel, Market Research, Economics, Data Analysis, Investments, Research, Microsoft Office, Management Consulting, Venture Capital, PowerPoint, Strategic Planning, Marketing, Due Diligence, Competitive Analysis, Start-ups, Finance, Private Equity, Leadership, Business Development, Analysis, Management, Social Media
Education
University of California, San Diego 2007 — 2011
Bachelor, Economics
Harvard University 2010 — 2010
International Finance
SprinkleBit September 2010 - Present
The Lancer Group August 2010 - September 2011
The Lancer Group September 2009 - September 2011
JMI Equity October 2010 - June 2011
KSDT Radio September 2009 - May 2010
Swedish Army 2006 - 2007
Skills
Financial Analysis, Business Strategy, Financial Modeling, Valuation, Entrepreneurship, Microsoft Excel, Market Research, Economics, Data Analysis, Investments, Research, Microsoft Office, Management Consulting, Venture Capital, PowerPoint, Strategic Planning, Marketing, Due Diligence, Competitive Analysis, Start-ups, Finance, Private Equity, Leadership, Business Development, Analysis, Management, Social Media
Education
University of California, San Diego 2007 — 2011
Bachelor, Economics
Harvard University 2010 — 2010
International Finance
AJ Jangalapalli's JMI Equity Experience August 2011 - June 2014
Job Wharton MBA Candidate, Class of 2016
Industry Venture Capital & Private Equity
Experience
The Wharton School August 2014 - Present
JMI Equity August 2011 - June 2014
Deutsche Bank July 2009 - July 2011
Skills
LBO, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Valuation, Corporate Development, Start-ups, Investment Banking, Emerging Markets, Mergers & Acquisitions, M&A experience, Bloomberg, Microsoft Word, Venture Capital, Equities, Investments, Financial Analysis, Capital Markets, Strategy, Finance, Business Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Management, Director's List (top 10% of class)
Dartmouth College 2005 — 2009
B.A., Economics, Art History
University of Oxford
PPE, Economic theory
The Wharton School August 2014 - Present
JMI Equity August 2011 - June 2014
Deutsche Bank July 2009 - July 2011
Skills
LBO, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Valuation, Corporate Development, Start-ups, Investment Banking, Emerging Markets, Mergers & Acquisitions, M&A experience, Bloomberg, Microsoft Word, Venture Capital, Equities, Investments, Financial Analysis, Capital Markets, Strategy, Finance, Business Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Management, Director's List (top 10% of class)
Dartmouth College 2005 — 2009
B.A., Economics, Art History
University of Oxford
PPE, Economic theory
Daniel Ben-Ami Daniel Ben-Ami's JMI Equity Experience March 2012 - January 2013
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Allen & Company June 2013 - August 2013
JMI Equity March 2012 - January 2013
Johns Hopkins Hospital January 2012 - February 2012
Skills
Microsoft Excel, Private Equity, Financial Analysis, Spanish, Financial Modeling, Mergers & Acquisitions, Investment Banking, Latin, VBA, Bloomberg Terminal, Investments, Microsoft Word, Equities, Microsoft Office, Capital IQ, PowerPoint
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics and Statistics, Entrepreneurship & Management
Scarsdale High School 2007 — 2010
Allen & Company June 2013 - August 2013
JMI Equity March 2012 - January 2013
Johns Hopkins Hospital January 2012 - February 2012
Skills
Microsoft Excel, Private Equity, Financial Analysis, Spanish, Financial Modeling, Mergers & Acquisitions, Investment Banking, Latin, VBA, Bloomberg Terminal, Investments, Microsoft Word, Equities, Microsoft Office, Capital IQ, PowerPoint
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics and Statistics, Entrepreneurship & Management
Scarsdale High School 2007 — 2010
Dylan Gorman's JMI Equity Experience September 2011 - May 2013
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - July 2013
JMI Equity September 2011 - May 2013
Rapuzzi, Palumbo & Rosenberger, P.C July 2010 - August 2010
Skills
Financial Modeling, Excel, HTML + CSS, JavaScript, SQL, Private Equity, Microsoft Excel, Marketing, HTML, Data Analysis, Microsoft Office, Investments, Mergers & Acquisitions, Economics
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (BA), Economics & Financial Economics, 3.8
Bronx High School of Science 2006 — 2010
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - July 2013
JMI Equity September 2011 - May 2013
Rapuzzi, Palumbo & Rosenberger, P.C July 2010 - August 2010
Skills
Financial Modeling, Excel, HTML + CSS, JavaScript, SQL, Private Equity, Microsoft Excel, Marketing, HTML, Data Analysis, Microsoft Office, Investments, Mergers & Acquisitions, Economics
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (BA), Economics & Financial Economics, 3.8
Bronx High School of Science 2006 — 2010
Christopher Quinn's JMI Equity Experience February 2014 - May 2014
Job Student at Johns Hopkins University
Industry Investment Banking
Experience
BMO Capital Markets January 2015 - Present
Johns Hopkins University September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
JMI Equity February 2014 - May 2014
America's Growth Capital September 2013 - November 2013
Commonwealth Annuity June 2013 - August 2013
Merrit Capital Management June 2013 - August 2013
Skills
Stata, Economics, Statistics, Econometrics, R, Research, Qualitative Research, Data Analysis, Capital IQ
Education
The Johns Hopkins University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Macalester College 2010 — 2012
Bachelor of Arts (B.A.), Economics
BMO Capital Markets January 2015 - Present
Johns Hopkins University September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
JMI Equity February 2014 - May 2014
America's Growth Capital September 2013 - November 2013
Commonwealth Annuity June 2013 - August 2013
Merrit Capital Management June 2013 - August 2013
Skills
Stata, Economics, Statistics, Econometrics, R, Research, Qualitative Research, Data Analysis, Capital IQ
Education
The Johns Hopkins University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Macalester College 2010 — 2012
Bachelor of Arts (B.A.), Economics
Harsha Neerchal's JMI Equity Experience January 2015 - Present
Job Intern at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity January 2015 - Present
University System of Maryland Foundation February 2014 - Present
Lynx Investment Advisory October 2013 - May 2014
Northwestern Mutual June 2012 - August 2013
NewDay Financial June 2009 - June 2012
Skills
Financial Analysis, Capital Markets, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Public Speaking, Data Analysis, Investments, Bloomberg, Equities
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (B.S.), Finance
JMI Equity January 2015 - Present
University System of Maryland Foundation February 2014 - Present
Lynx Investment Advisory October 2013 - May 2014
Northwestern Mutual June 2012 - August 2013
NewDay Financial June 2009 - June 2012
Skills
Financial Analysis, Capital Markets, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Public Speaking, Data Analysis, Investments, Bloomberg, Equities
Education
University of Maryland College Park 2012 — 2016
Bachelor of Science (B.S.), Finance
Mohammed Alyasini Mohammed Alyasini's JMI Equity Experience January 2014 - Present
Job Analyst Intern at JMI Equity
Industry Investment Management
Experience
JMI Equity January 2014 - Present
Relational Investors LLC June 2014 - August 2014
First Choice Business Brokers July 2013 - December 2013
LPL Financial- Cartmill Wealth Management July 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Microeconomics, Macroeconomics, Financial Accounting, Managerial Finance, Statistics, Calculus, Investments, Investment Banking, Private Equity, Hedge Funds, Communication Skills, Situational Leadership, Leadership, Team Leadership, Rational, Committed to..., Committees, Perseverance, Organizational..., Academic Tutoring, Goal Setting, Analytical Skills, Business Analytics, Business, Marketing Strategy, Eager Learner, Highly motivated..., College, Study Skills, Large Projects, Quantitative, Work Ethic, Ethical Leadership, Strategic Planning, Government, Public Speaking, Fundraising, Financial Analysis, Qualitative Research, Marketing, Policy, Research, Leadership Development, Access, Nonprofits, Teamwork
Education
UCSD 2013 — 2015
Bachelor of Arts (BA), Economics, Minor Finance
Universitat Pompeu Fabra 2015 — 2015
Economics, International Business Economics - Study Abroad
JMI Equity January 2014 - Present
Relational Investors LLC June 2014 - August 2014
First Choice Business Brokers July 2013 - December 2013
LPL Financial- Cartmill Wealth Management July 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Microeconomics, Macroeconomics, Financial Accounting, Managerial Finance, Statistics, Calculus, Investments, Investment Banking, Private Equity, Hedge Funds, Communication Skills, Situational Leadership, Leadership, Team Leadership, Rational, Committed to..., Committees, Perseverance, Organizational..., Academic Tutoring, Goal Setting, Analytical Skills, Business Analytics, Business, Marketing Strategy, Eager Learner, Highly motivated..., College, Study Skills, Large Projects, Quantitative, Work Ethic, Ethical Leadership, Strategic Planning, Government, Public Speaking, Fundraising, Financial Analysis, Qualitative Research, Marketing, Policy, Research, Leadership Development, Access, Nonprofits, Teamwork
Education
UCSD 2013 — 2015
Bachelor of Arts (BA), Economics, Minor Finance
Universitat Pompeu Fabra 2015 — 2015
Economics, International Business Economics - Study Abroad
Amelia Lundy's JMI Equity Experience April 2012 - March 2013
Job Recipe Developer at juice press
Industry Food & Beverages
Experience
juice press June 2015 - Present
The Clean Gourmet September 2014 - Present
Bar Bolonat June 2014 - September 2014
ABC Kitchen May 2014 - June 2014
Victory Meals November 2013 - March 2014
WHIT LLC May 2013 - September 2013
JMI Equity April 2012 - March 2013
Global Business Brigades March 2012 - March 2012
Cross-Cultural Solutions August 2008 - August 2008
IBIS I.B.S. SNC August 2006 - November 2006
Skills
French, Italian, Microsoft Office, Market Research, Research, Economics, Financial Analysis, Budget, Teamwork, Analysis, Customer Service, Marketing, Stata, Microsoft Word, Microsoft Excel, Team Leadership, Social Media, Vegetarian Cooking, Recipe Development, PowerPoint
Education
The Natural Gourmet Institute for Health & Culinary Arts
Nutrition and Culinary Studies
University of California, San Diego 2011 — 2013
Bachelor of Arts, Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2009 — 2010
Economia e Scienze Sociali
juice press June 2015 - Present
The Clean Gourmet September 2014 - Present
Bar Bolonat June 2014 - September 2014
ABC Kitchen May 2014 - June 2014
Victory Meals November 2013 - March 2014
WHIT LLC May 2013 - September 2013
JMI Equity April 2012 - March 2013
Global Business Brigades March 2012 - March 2012
Cross-Cultural Solutions August 2008 - August 2008
IBIS I.B.S. SNC August 2006 - November 2006
Skills
French, Italian, Microsoft Office, Market Research, Research, Economics, Financial Analysis, Budget, Teamwork, Analysis, Customer Service, Marketing, Stata, Microsoft Word, Microsoft Excel, Team Leadership, Social Media, Vegetarian Cooking, Recipe Development, PowerPoint
Education
The Natural Gourmet Institute for Health & Culinary Arts
Nutrition and Culinary Studies
University of California, San Diego 2011 — 2013
Bachelor of Arts, Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2009 — 2010
Economia e Scienze Sociali
Bryan Ricciardi Bryan Ricciardi's JMI Equity Experience February 2014 - November 2014
Job Manager at Hopkins Student Movers
Industry
Experience
Hopkins Student Movers January 2014 - Present
Course Hero February 2015 - May 2015
JMI Equity February 2014 - November 2014
State of New Jersey May 2013 - August 2013
Skills
Teamwork, Public Speaking, Research, Salesforce.com, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Social Media, English, C, Event Planning, Time Management, Capital IQ, Data Analysis
Education
The Johns Hopkins University 2012 — 2016
International Studies/ Latin American Studies Double Major
West Morris Mendham High School 2008 — 2012
High School Diploma
Hopkins Student Movers January 2014 - Present
Course Hero February 2015 - May 2015
JMI Equity February 2014 - November 2014
State of New Jersey May 2013 - August 2013
Skills
Teamwork, Public Speaking, Research, Salesforce.com, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Social Media, English, C, Event Planning, Time Management, Capital IQ, Data Analysis
Education
The Johns Hopkins University 2012 — 2016
International Studies/ Latin American Studies Double Major
West Morris Mendham High School 2008 — 2012
High School Diploma
Rob Pfeifer's JMI Equity Experience August 2006 - April 2009
Job Head of FP&A at Affirm, Inc.
Industry Financial Services
Experience
Affirm, Inc. March 2013 - Present
Chegg Inc. January 2012 - March 2013
Provide Commerce August 2010 - January 2012
JMI Equity August 2006 - April 2009
UBS Investment Bank July 2004 - June 2006
Applied Materials June 2003 - February 2004
SUN Microsystems June 2000 - September 2000
Skills
Competitive Analysis, Data Analysis, Forecasting, Market Analysis, Strategic Partnerships, SaaS, Online Advertising, SAS, Pricing, SQL, SEO, Finance, Lead Generation, Social Media, Infrastructure, Excel models, Marketing
Education
Stanford University 2000 — 2004
B.A., Economics and Philosophy and Religion
University of California, San Diego 2010 — 2011
NA, Computer Science
Affirm, Inc. March 2013 - Present
Chegg Inc. January 2012 - March 2013
Provide Commerce August 2010 - January 2012
JMI Equity August 2006 - April 2009
UBS Investment Bank July 2004 - June 2006
Applied Materials June 2003 - February 2004
SUN Microsystems June 2000 - September 2000
Skills
Competitive Analysis, Data Analysis, Forecasting, Market Analysis, Strategic Partnerships, SaaS, Online Advertising, SAS, Pricing, SQL, SEO, Finance, Lead Generation, Social Media, Infrastructure, Excel models, Marketing
Education
Stanford University 2000 — 2004
B.A., Economics and Philosophy and Religion
University of California, San Diego 2010 — 2011
NA, Computer Science
Christina Sepulveda Christina Sepulveda's JMI Equity Experience 2008 - 2008
Job Deputy Public Defender at Colorado State Public Defender's Office
Industry Legal Services
Experience
Colorado State Public Defender's Office March 2014 - Present
Cook County Public Defender's Office August 2012 - May 2013
Rathod Mohamedbhai LLC June 2012 - August 2012
Judge Leida J. Gonzalez Santiago January 2012 - May 2012
Criminal Defense Clinic at Chicago-Kent College of Law August 2011 - December 2011
Policy Studies September 2008 - July 2010
JMI Equity 2008 - 2008
Skills
Finance, Trials, Criminal Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2010 — 2013
Juris Doctor
University of San Diego 2004 — 2008
BS, Finance, General
Colorado State Public Defender's Office March 2014 - Present
Cook County Public Defender's Office August 2012 - May 2013
Rathod Mohamedbhai LLC June 2012 - August 2012
Judge Leida J. Gonzalez Santiago January 2012 - May 2012
Criminal Defense Clinic at Chicago-Kent College of Law August 2011 - December 2011
Policy Studies September 2008 - July 2010
JMI Equity 2008 - 2008
Skills
Finance, Trials, Criminal Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2010 — 2013
Juris Doctor
University of San Diego 2004 — 2008
BS, Finance, General
Eric Hu Eric Hu's JMI Equity Experience April 2011 - April 2014
Job Facebook
Industry Internet
Experience
Facebook May 2014 - Present
JMI Equity April 2011 - April 2014
eHarmony.com January 2009 - March 2011
Jefferies & Company July 2006 - January 2009
Skills
Corporate Development, Investment Banking, Strategic Partnerships, Investments, Equities, Venture Capital, Financial Modeling, Valuation, Private Equity, Corporate Finance, LBO, Mergers, Due Diligence, Financial Analysis, Growth Capital, Emerging Markets, Mergers & Acquisitions, Analytics, M&A experience
Education
University of California, San Diego 2002 — 2006
BS, Quantitative Economics
Facebook May 2014 - Present
JMI Equity April 2011 - April 2014
eHarmony.com January 2009 - March 2011
Jefferies & Company July 2006 - January 2009
Skills
Corporate Development, Investment Banking, Strategic Partnerships, Investments, Equities, Venture Capital, Financial Modeling, Valuation, Private Equity, Corporate Finance, LBO, Mergers, Due Diligence, Financial Analysis, Growth Capital, Emerging Markets, Mergers & Acquisitions, Analytics, M&A experience
Education
University of California, San Diego 2002 — 2006
BS, Quantitative Economics
Kory Knell Kory Knell's JMI Equity Experience 2009 - Present
Job Senior Associate at JMI Equity
Industry Financial Services
Experience
JMI Equity 2009 - Present
Goldman Sachs & Co 2007 - 2009
Education
Brigham Young University 2002 — 2007
BS, Accounting
JMI Equity 2009 - Present
Goldman Sachs & Co 2007 - 2009
Education
Brigham Young University 2002 — 2007
BS, Accounting
Paul Chang's JMI Equity Experience August 2013 - Present
Job Software Investor at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2013 - Present
Jefferies & Company July 2010 - June 2013
Skills
Private Equity, Microsoft Excel, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Due Diligence, Capital Markets, PowerPoint, LBO
Education
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Economics
JMI Equity August 2013 - Present
Jefferies & Company July 2010 - June 2013
Skills
Private Equity, Microsoft Excel, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Due Diligence, Capital Markets, PowerPoint, LBO
Education
Brown University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Jocqueline Kaup Jocqueline Kaup's JMI Equity Experience June 2007 - August 2007
Job Associate at Lowenstein Sandler LLP
Industry Law Practice
Experience
Lowenstein Sandler LLP May 2013 - Present
Reitler Venture Advisory Group September 2012 - May 2013
Meltzer, Lippe, Goldstein & Breitstone LLP April 2012 - September 2012
American Stock Transfer and Trust Company June 2011 - August 2011
Floersheimer Center for Constitutional Democracy July 2010 - September 2010
O’Melveny & Myers April 2010 - August 2010
Nicholas & Butler November 2008 - May 2009
JMI Equity June 2007 - August 2007
Skills
Mergers, Private Equity, Corporate Governance, Legal Research, Westlaw, Legal Writing, Litigation, Securities, Civil Litigation, Commercial Litigation, Corporate Law, Intellectual Property, Corporate Finance, Mergers & Acquisitions
Education
BENJAMIN N. CARDOZO SCHOOL OF LAW 2009 — 2012
Juris Doctor, Corporate Law and Tax Law
University of California, Los Angeles
Bachelor of Arts, international relations
Lowenstein Sandler LLP May 2013 - Present
Reitler Venture Advisory Group September 2012 - May 2013
Meltzer, Lippe, Goldstein & Breitstone LLP April 2012 - September 2012
American Stock Transfer and Trust Company June 2011 - August 2011
Floersheimer Center for Constitutional Democracy July 2010 - September 2010
O’Melveny & Myers April 2010 - August 2010
Nicholas & Butler November 2008 - May 2009
JMI Equity June 2007 - August 2007
Skills
Mergers, Private Equity, Corporate Governance, Legal Research, Westlaw, Legal Writing, Litigation, Securities, Civil Litigation, Commercial Litigation, Corporate Law, Intellectual Property, Corporate Finance, Mergers & Acquisitions
Education
BENJAMIN N. CARDOZO SCHOOL OF LAW 2009 — 2012
Juris Doctor, Corporate Law and Tax Law
University of California, Los Angeles
Bachelor of Arts, international relations
Lydia Diaconou Lydia Diaconou's JMI Equity Experience February 2007 - June 2007
Job VP, Relationship Manager
Industry Financial Services
Experience
Wells Fargo Bank December 2010 - Present
Health Connected (formerly Teen Talk) July 2013 - Present
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank July 2008 - July 2010
Avondale Partners, LLC June 2007 - November 2007
JMI Equity February 2007 - June 2007
Education
University of San Diego 2004 — 2008
Finance, Accounting
Fundacion Jose Ortega y Gasset 2006 — 2006
Wells Fargo Bank December 2010 - Present
Health Connected (formerly Teen Talk) July 2013 - Present
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank July 2008 - July 2010
Avondale Partners, LLC June 2007 - November 2007
JMI Equity February 2007 - June 2007
Education
University of San Diego 2004 — 2008
Finance, Accounting
Fundacion Jose Ortega y Gasset 2006 — 2006
Julian Santana's JMI Equity Experience November 2007 - January 2009
Job Sales Executive at ADP
Industry Financial Services
Experience
ADP November 2010 - Present
Cbeyond March 2009 - December 2010
JMI Equity November 2007 - January 2009
Skills
Cold Calling, New Business Development, Sales Process, Consultative Selling, Direct Sales, Selling, Salesforce.com, Strategic Partnerships
Education
University of San Diego 2004 — 2008
Business, Finance, Accounting
Poway High School 2000 — 2004
ADP November 2010 - Present
Cbeyond March 2009 - December 2010
JMI Equity November 2007 - January 2009
Skills
Cold Calling, New Business Development, Sales Process, Consultative Selling, Direct Sales, Selling, Salesforce.com, Strategic Partnerships
Education
University of San Diego 2004 — 2008
Business, Finance, Accounting
Poway High School 2000 — 2004
Anson (Xiaoyang) Shen's JMI Equity Experience September 2014 - May 2015
Job Summer Analyst at Needham & Company
Industry Financial Services
Experience
Needham & Company June 2015 - Present
JMI Equity September 2014 - May 2015
Vinci Partners July 2014 - August 2014
Algemy, Inc. May 2014 - July 2014
HWABAO SECURITIES July 2013 - August 2013
Med-X Research Institute of Shanghai Jiao Tong University June 2012 - July 2012
Skills
Statistics, Microsoft Office, Java, Teamwork, Qualitative Research, Data Analysis, Data Mining, Matlab, C++, C, Python, VBA, Visual Basic, Electrical Engineering, Financial Modeling, Financial Analysis, Investment Banking, PowerPoint, Research, Microsoft Excel
Education
The Johns Hopkins University 2012 — 2016
Bachelor's degree, Computer Engineering and Applied Math
The Masters School 2010 — 2012
Needham & Company June 2015 - Present
JMI Equity September 2014 - May 2015
Vinci Partners July 2014 - August 2014
Algemy, Inc. May 2014 - July 2014
HWABAO SECURITIES July 2013 - August 2013
Med-X Research Institute of Shanghai Jiao Tong University June 2012 - July 2012
Skills
Statistics, Microsoft Office, Java, Teamwork, Qualitative Research, Data Analysis, Data Mining, Matlab, C++, C, Python, VBA, Visual Basic, Electrical Engineering, Financial Modeling, Financial Analysis, Investment Banking, PowerPoint, Research, Microsoft Excel
Education
The Johns Hopkins University 2012 — 2016
Bachelor's degree, Computer Engineering and Applied Math
The Masters School 2010 — 2012
Edward Youn's JMI Equity Experience September 2012 - June 2014
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2014 - Present
JMI Equity September 2012 - June 2014
Citi June 2013 - August 2013
Cappello Capital Corp. June 2012 - August 2012
Skills
Entrepreneurship, Leadership, Mergers & Acquisitions, Public Speaking, Research, Investments, Stata, Economics, Financial Modeling, Data Analysis, Equities, Microsoft Excel
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Joint Mathematics/Economics
Citi June 2014 - Present
JMI Equity September 2012 - June 2014
Citi June 2013 - August 2013
Cappello Capital Corp. June 2012 - August 2012
Skills
Entrepreneurship, Leadership, Mergers & Acquisitions, Public Speaking, Research, Investments, Stata, Economics, Financial Modeling, Data Analysis, Equities, Microsoft Excel
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Joint Mathematics/Economics
Adrian Stelmach's JMI Equity Experience May 2013 - November 2014
Job Intern at FPL Advisory Group
Industry Financial Services
Experience
FPL Advisory Group June 2015 - Present
UniverCITY December 2013 - Present
JMI Equity May 2013 - November 2014
Skills
Capital IQ, Salesforce.com, Financial Market..., Start-ups, Market Research, Entrepreneurship, Business Strategy, Marketing, Management, Microsoft Word, Research, Social Media, Selling, Microsoft Office, SaaS, Leadership, Microsoft Excel, PowerPoint, Public Speaking
Education
The Johns Hopkins University 2012 — 2016
Economics
Warwick Valley High School 2008 — 2012
FPL Advisory Group June 2015 - Present
UniverCITY December 2013 - Present
JMI Equity May 2013 - November 2014
Skills
Capital IQ, Salesforce.com, Financial Market..., Start-ups, Market Research, Entrepreneurship, Business Strategy, Marketing, Management, Microsoft Word, Research, Social Media, Selling, Microsoft Office, SaaS, Leadership, Microsoft Excel, PowerPoint, Public Speaking
Education
The Johns Hopkins University 2012 — 2016
Economics
Warwick Valley High School 2008 — 2012
Kevin Hickey Kevin Hickey's JMI Equity Experience April 2009 - December 2009
Job President & CEO
Industry Computer Software
Experience
BeyondTrust May 2012 - Present
XMATTERS January 2010 - Present
Gonzaga University 2010 - Present
rSmart 2008 - November 2014
eEye Digital Security December 2009 - May 2012
JMI Equity April 2009 - December 2009
NetPro October 2003 - January 2009
The Fiesta Bowl Organization 2001 - 2002
Viasoft 1993 - 1999
IBM June 1981 - January 1994
Skills
Leadership, Management, Marketing, Team Building, Sales, SaaS, Enterprise Software, Strategic Partnerships, Start-ups, Public Relations, Venture Capital, Strategy, Creative Direction, Strategic Planning, Program Management, Professional Services, Cloud Computing, Product Marketing, Business Development, Product Management, Entrepreneurship, Business Strategy, Solution Selling, Security, Sales Management, Social Media, Go-to-market Strategy, Salesforce.com, Web Development, Sales Process, Executive Management, Mergers, Mergers & Acquisitions, Virtualization, Direct Sales, Business Intelligence, Business Alliances, New Business Development, Cross-functional Team..., Public Speaking, Healthcare, Agile Methodologies, Sales Operations, Private Equity, CEOs, Financial Modeling, Software Development, Lead Generation, Marketing Strategy, Demand Generation
Education
Niagara University 1977 — 1981
BeyondTrust May 2012 - Present
XMATTERS January 2010 - Present
Gonzaga University 2010 - Present
rSmart 2008 - November 2014
eEye Digital Security December 2009 - May 2012
JMI Equity April 2009 - December 2009
NetPro October 2003 - January 2009
The Fiesta Bowl Organization 2001 - 2002
Viasoft 1993 - 1999
IBM June 1981 - January 1994
Skills
Leadership, Management, Marketing, Team Building, Sales, SaaS, Enterprise Software, Strategic Partnerships, Start-ups, Public Relations, Venture Capital, Strategy, Creative Direction, Strategic Planning, Program Management, Professional Services, Cloud Computing, Product Marketing, Business Development, Product Management, Entrepreneurship, Business Strategy, Solution Selling, Security, Sales Management, Social Media, Go-to-market Strategy, Salesforce.com, Web Development, Sales Process, Executive Management, Mergers, Mergers & Acquisitions, Virtualization, Direct Sales, Business Intelligence, Business Alliances, New Business Development, Cross-functional Team..., Public Speaking, Healthcare, Agile Methodologies, Sales Operations, Private Equity, CEOs, Financial Modeling, Software Development, Lead Generation, Marketing Strategy, Demand Generation
Education
Niagara University 1977 — 1981
Anna Tkach, CPA, MBA's JMI Equity Experience August 2005 - February 2007
Job Controller at VersaTech, Inc
Industry Accounting
Experience
Anna Tkach, CPA, PA February 2015 - Present
VersaTech, Inc March 2015 - Present
Berkman - Zagranichny & Associates, CPAs February 2008 - February 2015
Treasurer at Fort Garrison Elementary PTA September 2013 - September 2014
Municipal Mortgage & Equity, LLC February 2007 - February 2008
JMI Equity August 2005 - February 2007
Meehan and Roby, LLP January 2004 - August 2005
Berkman-Zagranichny & Associates, CPAs January 2003 - January 2004
Skills
Financial Reporting, Accounting, Corporate Tax, GAAP, Tax, Quickbooks, Financial Accounting, Financial Planning, Financial Analysis, Tax Preparation, Financial Modeling, Payroll, SOX, SEC reporting, Business Valuation, Budgeting, Non-profits, Compliance, Income Tax, Financial Management, Valuation, Tax Compliance, Due Diligence, Forecasting, PeopleSoft, Cash Management, Business Strategy, Analysis, Small Business, Strategic Planning, Variance Analysis, Mergers, Investments, Venture Capital, CPA, Private Equity, ProSystem fx Tax, US GAAP, Management, Financial Statements, Consolidation, Tax Accounting, Business Planning, Partnership Taxation, Corporate Tax Planning, Tax Returns, Tax Research, CCH ProSystem fx, S Corporations, Compilation Of...
Education
University of Maryland Baltimore 2005 — 2007
Masters, Accounting and Financial Management
University of Baltimore 2003 — 2005
Bachelor, Accounting
Anna Tkach, CPA, PA February 2015 - Present
VersaTech, Inc March 2015 - Present
Berkman - Zagranichny & Associates, CPAs February 2008 - February 2015
Treasurer at Fort Garrison Elementary PTA September 2013 - September 2014
Municipal Mortgage & Equity, LLC February 2007 - February 2008
JMI Equity August 2005 - February 2007
Meehan and Roby, LLP January 2004 - August 2005
Berkman-Zagranichny & Associates, CPAs January 2003 - January 2004
Skills
Financial Reporting, Accounting, Corporate Tax, GAAP, Tax, Quickbooks, Financial Accounting, Financial Planning, Financial Analysis, Tax Preparation, Financial Modeling, Payroll, SOX, SEC reporting, Business Valuation, Budgeting, Non-profits, Compliance, Income Tax, Financial Management, Valuation, Tax Compliance, Due Diligence, Forecasting, PeopleSoft, Cash Management, Business Strategy, Analysis, Small Business, Strategic Planning, Variance Analysis, Mergers, Investments, Venture Capital, CPA, Private Equity, ProSystem fx Tax, US GAAP, Management, Financial Statements, Consolidation, Tax Accounting, Business Planning, Partnership Taxation, Corporate Tax Planning, Tax Returns, Tax Research, CCH ProSystem fx, S Corporations, Compilation Of...
Education
University of Maryland Baltimore 2005 — 2007
Masters, Accounting and Financial Management
University of Baltimore 2003 — 2005
Bachelor, Accounting
Nabapallav Om Pal's JMI Equity Experience September 2013 - December 2013
Job Strategic Projects Associate at GLG
Industry Management Consulting
Experience
GLG (Gerson Lehrman Group) January 2014 - Present
JMI Equity September 2013 - December 2013
Education
The Johns Hopkins University 2010 — 2013
BS, Chemical & Biomolecular Engineering, Entrepreneurship & Management
GLG (Gerson Lehrman Group) January 2014 - Present
JMI Equity September 2013 - December 2013
Education
The Johns Hopkins University 2010 — 2013
BS, Chemical & Biomolecular Engineering, Entrepreneurship & Management
Rahul Jaswa Rahul Jaswa's JMI Equity Experience June 2009 - August 2009
Job MBA Candidate at Stanford Graduate School of Business
Industry Internet
Experience
Mobile & Web App Developer 2011 - Present
Jaswa LLC 2013 - Present
CalPal January 2011 - June 2015
Bessemer Venture Partners June 2010 - January 2012
JMI Equity June 2009 - August 2009
Skills
Ruby on Rails, CSS, jQuery, HTML, PostgreSQL, Git, Objective-C, Photoshop, Start-ups, Web Development, Entrepreneurship, Juice, Software Development, Mobile Applications, Lacrosse, Venture Capital, Blogging, User Experience, Classical Ballet, Embroidery, Business Development, Mobile Devices, E-commerce, Strategy, Product Management, Strategic Partnerships, Business Strategy
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2010
BA
Mobile & Web App Developer 2011 - Present
Jaswa LLC 2013 - Present
CalPal January 2011 - June 2015
Bessemer Venture Partners June 2010 - January 2012
JMI Equity June 2009 - August 2009
Skills
Ruby on Rails, CSS, jQuery, HTML, PostgreSQL, Git, Objective-C, Photoshop, Start-ups, Web Development, Entrepreneurship, Juice, Software Development, Mobile Applications, Lacrosse, Venture Capital, Blogging, User Experience, Classical Ballet, Embroidery, Business Development, Mobile Devices, E-commerce, Strategy, Product Management, Strategic Partnerships, Business Strategy
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2010
BA
Bryan Chung's JMI Equity Experience March 2012 - June 2013
Job Strategy & Business Development at Gap Inc.
Industry Retail
Experience
Gap Inc. July 2015 - Present
Guggenheim Securities July 2013 - June 2015
JMI Equity March 2012 - June 2013
Skills
STATA, Matlab, Auditing, Managerial Accounting, Financial Accounting, Microsoft Office, Econometrics, Salesforce.com, Management Accounting, Stata, Financial Analysis, Valuation, Financial Modeling, Economics, Investment Banking, Private Equity, Microsoft Excel
Education
University of California, San Diego 2009 — 2013
B.S., Management Science, Accounting
Villa Park High 2005 — 2009
Diploma with Honors
Gap Inc. July 2015 - Present
Guggenheim Securities July 2013 - June 2015
JMI Equity March 2012 - June 2013
Skills
STATA, Matlab, Auditing, Managerial Accounting, Financial Accounting, Microsoft Office, Econometrics, Salesforce.com, Management Accounting, Stata, Financial Analysis, Valuation, Financial Modeling, Economics, Investment Banking, Private Equity, Microsoft Excel
Education
University of California, San Diego 2009 — 2013
B.S., Management Science, Accounting
Villa Park High 2005 — 2009
Diploma with Honors
Daniel Hanks Daniel Hanks's JMI Equity Experience August 2005 - August 2009
Job Director, Technology Sector at PagnatoKarp
Industry Venture Capital & Private Equity
Experience
Pagnato Karp, HighTower January 2015 - Present
SnapDash August 2012 - December 2014
The Teaching Company August 2009 - November 2012
JMI Equity August 2005 - August 2009
McColl Partners June 2003 - June 2005
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Mergers, Business Strategy, Economics, Forecasting, Venture Capital, Budgets, Corporate Development, Marketing, Strategic Partnerships, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Finance, Management, LBO, Executive Management, Start-ups, Entrepreneurship, Strategy, Investments
Education
Davidson College 1999 — 2003
Bachelor's Degree, Economics
Pagnato Karp, HighTower January 2015 - Present
SnapDash August 2012 - December 2014
The Teaching Company August 2009 - November 2012
JMI Equity August 2005 - August 2009
McColl Partners June 2003 - June 2005
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Mergers, Business Strategy, Economics, Forecasting, Venture Capital, Budgets, Corporate Development, Marketing, Strategic Partnerships, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Finance, Management, LBO, Executive Management, Start-ups, Entrepreneurship, Strategy, Investments
Education
Davidson College 1999 — 2003
Bachelor's Degree, Economics
Nicholas Bunick's JMI Equity Experience May 2015 - Present
Job Private Equity Summer Analyst at JMI Equity
Industry Financial Services
Experience
JMI Equity May 2015 - Present
StepStone Group January 2015 - May 2015
OnMyBlock November 2013 - December 2014
RE/MAX July 2014 - September 2014
Nordstrom May 2014 - July 2014
Sports Management Worldwide June 2013 - August 2013
Skills
Leadership, Microsoft Office, Public Speaking, Microsoft Excel, Real Estate, Networking, Entrepreneurship, Sales, Time Management, Finance, Financial Accounting, Teamwork, Work Ethic, Social Media, Sports, Customer Service, Marketing, PowerPoint, Business, Fundraising, Microsoft Word, Financial Modeling
Education
University of San Diego 2013 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance
Lake Oswego High School 2009 — 2013
JMI Equity May 2015 - Present
StepStone Group January 2015 - May 2015
OnMyBlock November 2013 - December 2014
RE/MAX July 2014 - September 2014
Nordstrom May 2014 - July 2014
Sports Management Worldwide June 2013 - August 2013
Skills
Leadership, Microsoft Office, Public Speaking, Microsoft Excel, Real Estate, Networking, Entrepreneurship, Sales, Time Management, Finance, Financial Accounting, Teamwork, Work Ethic, Social Media, Sports, Customer Service, Marketing, PowerPoint, Business, Fundraising, Microsoft Word, Financial Modeling
Education
University of San Diego 2013 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance
Lake Oswego High School 2009 — 2013
Tyler Duke Tyler Duke's JMI Equity Experience July 2015 - Present
Job Investment Professional at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity July 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Bank of America Merrill Lynch April 2012 - August 2012
IndustryPro January 2012 - April 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Corporate Finance, Business Development, Due Diligence, Financial Analysis, Investments, Venture Capital, Valuation, Private Equity, Equity Research, Finance, Financial Modeling, Investment Banking, Mergers, Bloomberg
Education
Brigham Young University 2007 — 2013
Bachelor's degree, Business Finance
JMI Equity July 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
Bank of America Merrill Lynch April 2012 - August 2012
IndustryPro January 2012 - April 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Corporate Finance, Business Development, Due Diligence, Financial Analysis, Investments, Venture Capital, Valuation, Private Equity, Equity Research, Finance, Financial Modeling, Investment Banking, Mergers, Bloomberg
Education
Brigham Young University 2007 — 2013
Bachelor's degree, Business Finance
Bert Winemiller Bert Winemiller's JMI Equity Experience January 2011 - Present
Job CEO at Innovative Interfaces
Industry Computer Software
Experience
Innovative Interfaces August 2015 - Present
Intelex Technologies Inc. August 2015 - Present
Intradiem April 2015 - Present
DEA Associates April 2014 - Present
University of Missouri January 2013 - Present
JMI Equity January 2011 - Present
JMI Equity January 2011 - Present
Author January 1970 - Present
Power Plan Inc June 2010 - February 2015
PROS Holdings January 1999 - December 2010
Education
Harvard Business School 1968 — 1970
MBA, Finance
University of Missouri-Columbia 1960 — 1965
MA,BA, Statistics and Mathematics
Innovative Interfaces August 2015 - Present
Intelex Technologies Inc. August 2015 - Present
Intradiem April 2015 - Present
DEA Associates April 2014 - Present
University of Missouri January 2013 - Present
JMI Equity January 2011 - Present
JMI Equity January 2011 - Present
Author January 1970 - Present
Power Plan Inc June 2010 - February 2015
PROS Holdings January 1999 - December 2010
Education
Harvard Business School 1968 — 1970
MBA, Finance
University of Missouri-Columbia 1960 — 1965
MA,BA, Statistics and Mathematics
Shane McGregor Shane McGregor's JMI Equity Experience June 2015 - Present
Job Senior Associate at JMI Equity
Industry Investment Management
Experience
JMI Equity June 2015 - Present
Education
Chartered Financial Analyst Institute 2008 — 2010
CFA, Charter holder
University of Auckland 2003 — 2008
Law Degree
University of Auckland 2003 — 2008
Commerce Degree, Corporate Finance
JMI Equity June 2015 - Present
Education
Chartered Financial Analyst Institute 2008 — 2010
CFA, Charter holder
University of Auckland 2003 — 2008
Law Degree
University of Auckland 2003 — 2008
Commerce Degree, Corporate Finance
Matthew Falkowski Matthew Falkowski's JMI Equity Experience May 2007 - May 2008
Job Senior Financial Analyst at ClearOne Advantage
Industry Financial Services
Experience
ClearOne Advantage January 2015 - Present
PricewaterhouseCoopers - Financial Instruments, Structured Products, and Real Estate June 2011 - January 2015
United Stationers December 2010 - January 2011
Constellation Energy September 2009 - November 2010
Standard & Poor's September 2008 - September 2009
JMI Equity May 2007 - May 2008
Horizon Label LLC May 2005 - September 2005
Skills
Due Diligence, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Intex Calc, Microsoft Excel, Fixed Income Analysis, VBA, Corporate Finance, Finance, Accounting, Analysis, Investments, Management
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Master of Finance, Finance, General
Loyola College in Maryland
BBA, Finance, Cum Laude
Saint Joseph's Preparatory School 2000 — 2004
ClearOne Advantage January 2015 - Present
PricewaterhouseCoopers - Financial Instruments, Structured Products, and Real Estate June 2011 - January 2015
United Stationers December 2010 - January 2011
Constellation Energy September 2009 - November 2010
Standard & Poor's September 2008 - September 2009
JMI Equity May 2007 - May 2008
Horizon Label LLC May 2005 - September 2005
Skills
Due Diligence, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Intex Calc, Microsoft Excel, Fixed Income Analysis, VBA, Corporate Finance, Finance, Accounting, Analysis, Investments, Management
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Master of Finance, Finance, General
Loyola College in Maryland
BBA, Finance, Cum Laude
Saint Joseph's Preparatory School 2000 — 2004
Mengqiu (Henry) Zhu's JMI Equity Experience September 2014 - May 2015
Job Student at Johns Hopkins University
Industry Financial Services
Experience
JMI Equity September 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Science (BS), Applied Mathematics and Statistics
JMI Equity September 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Science (BS), Applied Mathematics and Statistics
Dane Skillrud Dane Skillrud's JMI Equity Experience August 2010 - July 2011
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company May 2015 - Present
McKinsey & Company August 2013 - April 2015
McKinsey & Company June 2012 - August 2012
JMI Equity August 2010 - July 2011
JMI Equity August 2008 - August 2010
The Walt Disney Company July 2006 - June 2008
Eastdil 2005 - 2005
Wells Fargo 2005 - 2005
Skills
Mergers & Acquisitions, Digital Strategy, Financial Modeling, Venture Capital, Investments, Private Equity, Corporate Development, Strategy, Due Diligence, Business Strategy, Enterprise Software, Equities, Valuation, Corporate Strategy..., Media & Entertainment, Industry Research, Recruiting, Training, Mergers, Lean Operations, Mentoring, Synergies, Strategic Acquisition, LBO, Business Development
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Statistics/Econometrics; Managerial and Organizational Behavior
Harvard University 2002 — 2006
AB, Government (American Government and Political Theory)
McKinsey & Company May 2015 - Present
McKinsey & Company August 2013 - April 2015
McKinsey & Company June 2012 - August 2012
JMI Equity August 2010 - July 2011
JMI Equity August 2008 - August 2010
The Walt Disney Company July 2006 - June 2008
Eastdil 2005 - 2005
Wells Fargo 2005 - 2005
Skills
Mergers & Acquisitions, Digital Strategy, Financial Modeling, Venture Capital, Investments, Private Equity, Corporate Development, Strategy, Due Diligence, Business Strategy, Enterprise Software, Equities, Valuation, Corporate Strategy..., Media & Entertainment, Industry Research, Recruiting, Training, Mergers, Lean Operations, Mentoring, Synergies, Strategic Acquisition, LBO, Business Development
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Statistics/Econometrics; Managerial and Organizational Behavior
Harvard University 2002 — 2006
AB, Government (American Government and Political Theory)
Lee Lesley's JMI Equity Experience 2009 - 2014
Job Partner at Timpson Cove Partners
Industry Investment Management
Experience
Timpson Cove Partners, LLC January 2015 - Present
JMI Equity 2009 - 2014
Allied Capital 1998 - 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
University of North Carolina at Chapel Hill 1987 — 1991
BA, English and Psychology
Timpson Cove Partners, LLC January 2015 - Present
JMI Equity 2009 - 2014
Allied Capital 1998 - 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
University of North Carolina at Chapel Hill 1987 — 1991
BA, English and Psychology
Matthew Contreras's JMI Equity Experience October 2015 - Present
Job Private Equity Analyst Intern at JMI Equity
Industry Investment Banking
Experience
JMI Equity October 2015 - Present
Integrated Image Inc August 2015 - September 2015
Pi Kappa Alpha International Fraternity January 2015 - March 2015
Boston Scientific July 2013 - September 2013
Rensselaer Polytechnic Institute September 2012 - December 2012
Los Angeles Department of Parks and Recreation June 2011 - June 2011
Skills
Python Programming..., QuickBooks, C++, C, Microsoft Excel, Sony Vegas, Financial Accounting, Leadership, Teamwork, Sage ACT!
Education
University of California, San Diego 2014 — 2017
Bachelor of Science (B.S.), Economics: Management Science / Minor in Accounting, 3.74 GPA
College of the Canyons 2013 — 2014
Electrical and Electronics Engineering, 3.68 GPA
Rensselaer Polytechnic Institute 2012 — 2012
Electrical and Electronics Engineering, 3.79 GPA
JMI Equity October 2015 - Present
Integrated Image Inc August 2015 - September 2015
Pi Kappa Alpha International Fraternity January 2015 - March 2015
Boston Scientific July 2013 - September 2013
Rensselaer Polytechnic Institute September 2012 - December 2012
Los Angeles Department of Parks and Recreation June 2011 - June 2011
Skills
Python Programming..., QuickBooks, C++, C, Microsoft Excel, Sony Vegas, Financial Accounting, Leadership, Teamwork, Sage ACT!
Education
University of California, San Diego 2014 — 2017
Bachelor of Science (B.S.), Economics: Management Science / Minor in Accounting, 3.74 GPA
College of the Canyons 2013 — 2014
Electrical and Electronics Engineering, 3.68 GPA
Rensselaer Polytechnic Institute 2012 — 2012
Electrical and Electronics Engineering, 3.79 GPA
Jeff Hawn's JMI Equity Experience 2004 - 2005
Job Chairman and CEO at Vertafore
Industry Computer Software
Experience
Vertafore April 2015 - Present
The Attachmate Group 2005 - 2014
JMI Equity 2004 - 2005
BMC Software 2000 - 2004
McKinsey & Company 1999 - 2000
McKinsey & Company 1995 - 1998
McKinsey & Company 1992 - 1994
McKinsey & Company 1990 - 1991
First Boston Corporation 1986 - 1988
Education
Southern Methodist University
Bachelor of Science (BS), Mechanical Engineering
The University of Texas at Austin
Master of Business Administration (MBA)
Vertafore April 2015 - Present
The Attachmate Group 2005 - 2014
JMI Equity 2004 - 2005
BMC Software 2000 - 2004
McKinsey & Company 1999 - 2000
McKinsey & Company 1995 - 1998
McKinsey & Company 1992 - 1994
McKinsey & Company 1990 - 1991
First Boston Corporation 1986 - 1988
Education
Southern Methodist University
Bachelor of Science (BS), Mechanical Engineering
The University of Texas at Austin
Master of Business Administration (MBA)
Brett Whiteman's JMI Equity Experience January 2006 - May 2006
Job Strategic Alliance Manager at BeyondTrust
Industry Computer & Network Security
Experience
BeyondTrust February 2015 - Present
BeyondTrust December 2010 - February 2014
Helmsbriscoe December 2008 - December 2010
The Gateway Tour June 2006 - November 2008
JMI Equity January 2006 - May 2006
Skills
Channel Partners, Account Management, Salesforce.com, Solution Selling, Selling, Direct Sales, SaaS, New Business Development, Contract Negotiation, Enterprise Software, Sales Operations, Sales, Lead Generation, Cloud Computing, Complex Sales, Microsoft Office, Sales Process, Partner Management, Sales Enablement, Business Alliances, Demand Generation, Managed Services, Product Marketing, PowerPoint, Microsoft Excel, Strategic Partnerships, Microsoft Word, Professional Services, Sales Presentations, Business Development, Software Industry, Cold Calling, Sales Management, Channel Sales, Negotiation, Channel, Sales & Marketing..., Change Management, Program Management, Contract Negotiations, Excel, Word, System Integrators
Education
Point Loma Nazarene University 2001 — 2006
BA, Business Administration
Desert Mountain High School 1997 — 2001
BeyondTrust February 2015 - Present
BeyondTrust December 2010 - February 2014
Helmsbriscoe December 2008 - December 2010
The Gateway Tour June 2006 - November 2008
JMI Equity January 2006 - May 2006
Skills
Channel Partners, Account Management, Salesforce.com, Solution Selling, Selling, Direct Sales, SaaS, New Business Development, Contract Negotiation, Enterprise Software, Sales Operations, Sales, Lead Generation, Cloud Computing, Complex Sales, Microsoft Office, Sales Process, Partner Management, Sales Enablement, Business Alliances, Demand Generation, Managed Services, Product Marketing, PowerPoint, Microsoft Excel, Strategic Partnerships, Microsoft Word, Professional Services, Sales Presentations, Business Development, Software Industry, Cold Calling, Sales Management, Channel Sales, Negotiation, Channel, Sales & Marketing..., Change Management, Program Management, Contract Negotiations, Excel, Word, System Integrators
Education
Point Loma Nazarene University 2001 — 2006
BA, Business Administration
Desert Mountain High School 1997 — 2001
Brian Lobdell's JMI Equity Experience July 2015 - Present
Job Software Investor at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity July 2015 - Present
Nudger.co, LLC February 2014 - June 2015
Kantar Retail June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Anthem Sports, LLC June 2012 - August 2012
Dodson's Boatyard June 2010 - August 2011
Education
Amherst College 2011 — 2015
Bachelor of Arts (BA), Psychology
Tuck School of Business at Dartmouth, Business Bridge Program 2013 — 2013
St. Luke's School 2003 — 2011
JMI Equity July 2015 - Present
Nudger.co, LLC February 2014 - June 2015
Kantar Retail June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Anthem Sports, LLC June 2012 - August 2012
Dodson's Boatyard June 2010 - August 2011
Education
Amherst College 2011 — 2015
Bachelor of Arts (BA), Psychology
Tuck School of Business at Dartmouth, Business Bridge Program 2013 — 2013
St. Luke's School 2003 — 2011
Katherine Frisch Katherine Frisch's JMI Equity Experience July 2012 - Present
Job CPA, Senior Accountant at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity July 2012 - Present
PwC September 2011 - July 2012
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BS, Accounting
JMI Equity July 2012 - Present
PwC September 2011 - July 2012
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BS, Accounting
Melissa Guttman's JMI Equity Experience August 2007 - Present
Job Vice President of Talent at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2007 - Present
Skills
Talent Management, Leadership Development, Recruiting, Event Planning, Marketing, Investor Relations, Business Strategy
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
Master of Business Administration (MBA)
Loyola College in Maryland 2003 — 2007
Finance, General
JMI Equity August 2007 - Present
Skills
Talent Management, Leadership Development, Recruiting, Event Planning, Marketing, Investor Relations, Business Strategy
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
Master of Business Administration (MBA)
Loyola College in Maryland 2003 — 2007
Finance, General
Connie Leung Connie Leung's JMI Equity Experience 2005 - 2006
Job Manager, Finance and Business Development at Disney Consumer Products
Industry Consumer Goods
Experience
Disney Consumer Products November 2012 - Present
Disney Consumer Products June 2012 - November 2012
Disney Consumer Products May 2011 - June 2012
Guess? September 2009 - June 2011
Jefferies & Company 2007 - 2009
JMI Equity 2005 - 2006
Sempra Energy 2005 - 2006
Skills
Financial Modeling, Retail, Consumer Products, Business Analysis, Business Strategy, Leveraged Finance, PowerPoint, Business Development, Financial Analysis, Finance, Corporate Finance
Education
University of California, San Diego 2003 — 2007
BS, Economics: Management Science, summa cum laude
Disney Consumer Products November 2012 - Present
Disney Consumer Products June 2012 - November 2012
Disney Consumer Products May 2011 - June 2012
Guess? September 2009 - June 2011
Jefferies & Company 2007 - 2009
JMI Equity 2005 - 2006
Sempra Energy 2005 - 2006
Skills
Financial Modeling, Retail, Consumer Products, Business Analysis, Business Strategy, Leveraged Finance, PowerPoint, Business Development, Financial Analysis, Finance, Corporate Finance
Education
University of California, San Diego 2003 — 2007
BS, Economics: Management Science, summa cum laude
Olga Dorosh Olga Dorosh's JMI Equity Experience August 2013 - November 2014
Job Senior Financial Analyst at Netflix
Industry Internet
Experience
Netflix December 2014 - Present
JMI Equity August 2013 - November 2014
Barclays Investment Bank July 2011 - June 2013
Barclays Investment Bank June 2010 - August 2010
Milestone Advisors September 2009 - May 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments, Business Strategy, Leadership, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Strategy, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S. in Business Administration, Accounting, Finance
Irondale High School 2003 — 2007
Netflix December 2014 - Present
JMI Equity August 2013 - November 2014
Barclays Investment Bank July 2011 - June 2013
Barclays Investment Bank June 2010 - August 2010
Milestone Advisors September 2009 - May 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments, Business Strategy, Leadership, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Strategy, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S. in Business Administration, Accounting, Finance
Irondale High School 2003 — 2007
Kristina Shen's JMI Equity Experience 2012 - 2013
Job Vice President at Bessemer
Industry Venture Capital & Private Equity
Experience
Bessemer Venture Partners March 2013 - Present
ServiceTitan June 2015 - Present
Vidyard January 2015 - Present
Gainsight October 2014 - Present
Speakeasy Tech January 2014 - Present
ClearCare July 2014 - Present
DoubleDutch September 2013 - Present
Instructure June 2013 - Present
Retail Solutions April 2013 - Present
JMI Equity 2012 - 2013
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Venture Capital, Corporate Finance, Strategy, Mergers & Acquisitions, Private Equity, IPO, Equities, Buyouts, Portfolio Management, Investments, SaaS, Basketry
Education
University of California, Berkeley
BA, Operations Research & Management Science
Bessemer Venture Partners March 2013 - Present
ServiceTitan June 2015 - Present
Vidyard January 2015 - Present
Gainsight October 2014 - Present
Speakeasy Tech January 2014 - Present
ClearCare July 2014 - Present
DoubleDutch September 2013 - Present
Instructure June 2013 - Present
Retail Solutions April 2013 - Present
JMI Equity 2012 - 2013
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Venture Capital, Corporate Finance, Strategy, Mergers & Acquisitions, Private Equity, IPO, Equities, Buyouts, Portfolio Management, Investments, SaaS, Basketry
Education
University of California, Berkeley
BA, Operations Research & Management Science
Matthew Dorr's JMI Equity Experience September 2011 - March 2012
Job Growth Equity Investor at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs March 2014 - Present
William Blair June 2012 - March 2014
JMI Equity September 2011 - March 2012
Education
University of California, San Diego 2008 — 2012
B.Sc, Management Science, Accounting
Goldman Sachs March 2014 - Present
William Blair June 2012 - March 2014
JMI Equity September 2011 - March 2012
Education
University of California, San Diego 2008 — 2012
B.Sc, Management Science, Accounting
Marc Munfa's JMI Equity Experience August 2012 - July 2015
Job Principal at Silversmith Capital Partners
Industry Venture Capital & Private Equity
Experience
Silversmith Capital Partners September 2015 - Present
Transitional Services for New York, Inc. July 2010 - Present
Rsam March 2015 - July 2015
JMI Equity August 2012 - July 2015
Businessolver March 2014 - June 2015
PointClickCare January 2013 - June 2015
Compusearch Software Systems, Inc January 2013 - May 2015
Autotask Corporation January 2013 - June 2014
Harmony Information Systems, Inc. January 2013 - June 2014
Learning Care Group 2010 - 2012
Skills
Private Equity, Investments, Valuation, Financial Modeling, Due Diligence, Corporate Development, Equities, Mergers & Acquisitions, Joint Ventures, Corporate Finance, LBO, Start-ups, Venture Capital, Emerging Markets, Financial Analysis, Investment Banking, Mergers, Capital Markets, Entrepreneurship, SaaS, HR Technology, GRC, Software
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA), MBA, 2012
Duke University 2002 — 2006
BA, Economics and History
Chaminade High School 1998 — 2002
Silversmith Capital Partners September 2015 - Present
Transitional Services for New York, Inc. July 2010 - Present
Rsam March 2015 - July 2015
JMI Equity August 2012 - July 2015
Businessolver March 2014 - June 2015
PointClickCare January 2013 - June 2015
Compusearch Software Systems, Inc January 2013 - May 2015
Autotask Corporation January 2013 - June 2014
Harmony Information Systems, Inc. January 2013 - June 2014
Learning Care Group 2010 - 2012
Skills
Private Equity, Investments, Valuation, Financial Modeling, Due Diligence, Corporate Development, Equities, Mergers & Acquisitions, Joint Ventures, Corporate Finance, LBO, Start-ups, Venture Capital, Emerging Markets, Financial Analysis, Investment Banking, Mergers, Capital Markets, Entrepreneurship, SaaS, HR Technology, GRC, Software
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA), MBA, 2012
Duke University 2002 — 2006
BA, Economics and History
Chaminade High School 1998 — 2002
Joseph Ro Joseph Ro's JMI Equity Experience March 2013 - May 2014
Job Investment Banking Analyst at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2014 - Present
UCSD Financial Professionals Network April 2013 - June 2014
Undergraduate Investment Society March 2013 - June 2014
JMI Equity March 2013 - May 2014
Moneythink March 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Management Science, Highest Distinction
RBC Capital Markets July 2014 - Present
UCSD Financial Professionals Network April 2013 - June 2014
Undergraduate Investment Society March 2013 - June 2014
JMI Equity March 2013 - May 2014
Moneythink March 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Management Science, Highest Distinction
Lindsey Norris, CPA Lindsey Norris, CPA's JMI Equity Experience July 2014 - Present
Job Fund Accountant at JMI Equity
Industry Accounting
Experience
JMI Equity July 2014 - Present
EY October 2012 - July 2014
Source One Business Services, LLC May 2011 - August 2011
Skills
Corporate Tax, Tax, GAAP, Tax Accounting, Income Tax, Accounting, CPA, Financial Accounting, Tax Research, US GAAP, Financial Reporting, Tax Preparation, Tax Returns
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Accounting
The American Business School, Paris
JMI Equity July 2014 - Present
EY October 2012 - July 2014
Source One Business Services, LLC May 2011 - August 2011
Skills
Corporate Tax, Tax, GAAP, Tax Accounting, Income Tax, Accounting, CPA, Financial Accounting, Tax Research, US GAAP, Financial Reporting, Tax Preparation, Tax Returns
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Accounting
The American Business School, Paris
Suken Vakil Suken Vakil's JMI Equity Experience August 2015 - Present
Job Principal at JMI Equity
Industry Venture Capital & Private Equity
Experience
Intradiem April 2015 - Present
Seismic Software February 2015 - Present
JMI Equity August 2015 - Present
Applied Systems February 2014 - Present
Paradigm August 2013 - Present
JMI Equity August 2012 - August 2015
Internet Brands August 2012 - June 2014
Google May 2011 - August 2011
Hellman & Friedman August 2008 - August 2010
Morgan Stanley July 2006 - July 2008
Education
Harvard Business School 2010 — 2012
MBA
University of California, Berkeley 2002 — 2006
B.A., B.S.
Intradiem April 2015 - Present
Seismic Software February 2015 - Present
JMI Equity August 2015 - Present
Applied Systems February 2014 - Present
Paradigm August 2013 - Present
JMI Equity August 2012 - August 2015
Internet Brands August 2012 - June 2014
Google May 2011 - August 2011
Hellman & Friedman August 2008 - August 2010
Morgan Stanley July 2006 - July 2008
Education
Harvard Business School 2010 — 2012
MBA
University of California, Berkeley 2002 — 2006
B.A., B.S.
Brittany Collins Layfield Brittany Collins Layfield's JMI Equity Experience September 2005 - May 2009
Job Registered nurse at Johns Hopkins Hospital
Industry Health, Wellness and Fitness
Experience
Johns Hopkins Hospital September 2012 - Present
Johns Hopkins University School of Nursing May 2011 - July 2012
JMI Equity September 2005 - May 2009
Legg Mason 2002 - 2005
Education
The Johns Hopkins University 2011 — 2012
BSN, Registered Nursing/Registered Nurse
Loyola College in Maryland 2004 — 2006
MSF
Towson University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Johns Hopkins Hospital September 2012 - Present
Johns Hopkins University School of Nursing May 2011 - July 2012
JMI Equity September 2005 - May 2009
Legg Mason 2002 - 2005
Education
The Johns Hopkins University 2011 — 2012
BSN, Registered Nursing/Registered Nurse
Loyola College in Maryland 2004 — 2006
MSF
Towson University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Kathy Fields's JMI Equity Experience March 2013 - Present
Job General Partner and General Counsel at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity March 2013 - Present
Goodwin Procter LLP February 2005 - February 2013
Testa, Hurwitz & Thibeault, LLP September 1991 - January 2005
Education
Stanford University Law School 1988 — 1991
JD
Indiana University Bloomington 1982 — 1986
BS, Business
JMI Equity March 2013 - Present
Goodwin Procter LLP February 2005 - February 2013
Testa, Hurwitz & Thibeault, LLP September 1991 - January 2005
Education
Stanford University Law School 1988 — 1991
JD
Indiana University Bloomington 1982 — 1986
BS, Business
Justin Youn's JMI Equity Experience September 2008 - June 2010
Job Private Equity Investor at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs June 2010 - Present
JMI Equity September 2008 - June 2010
UBS Investment Bank June 2007 - August 2008
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Venture Capital, Buyouts, Technology Investment, Capital, Mutual Funds, LBO, Corporate Development, Capital Markets, M&A experience
Education
Boston College - Carroll School of Management
bs, Finance, Computer Science, Philosophy
Seoul International School
Goldman Sachs June 2010 - Present
JMI Equity September 2008 - June 2010
UBS Investment Bank June 2007 - August 2008
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Venture Capital, Buyouts, Technology Investment, Capital, Mutual Funds, LBO, Corporate Development, Capital Markets, M&A experience
Education
Boston College - Carroll School of Management
bs, Finance, Computer Science, Philosophy
Seoul International School
David Greenberg David Greenberg's JMI Equity Experience September 2006 - Present
Job General Partner JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity September 2006 - Present
Cascadia Capital July 2004 - August 2006
Houlihan Lokey July 2003 - July 2004
Skills
Valuation, Corporate Development, Due Diligence, Investment Banking, Venture Capital, Investments, Private Equity, Growth Capital, Corporate Finance, Financial Modeling, LBO, Mergers, Mergers & Acquisitions, Business Valuation
Education
Emory University - Goizueta Business School
JMI Equity September 2006 - Present
Cascadia Capital July 2004 - August 2006
Houlihan Lokey July 2003 - July 2004
Skills
Valuation, Corporate Development, Due Diligence, Investment Banking, Venture Capital, Investments, Private Equity, Growth Capital, Corporate Finance, Financial Modeling, LBO, Mergers, Mergers & Acquisitions, Business Valuation
Education
Emory University - Goizueta Business School
Jennifer Ding's JMI Equity Experience February 2012 - August 2014
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Lytx Inc. June 2015 - Present
JMI Equity February 2012 - August 2014
McKinsey & Company March 2010 - February 2012
Sheppard Mullin Richter & Hampton LLP December 2009 - March 2010
Harvard Project for Asian and International Relations (HPAIR) September 2007 - September 2009
Putnam Associates June 2009 - August 2009
Harvard Business School January 2007 - April 2009
Credit Suisse June 2008 - August 2008
Skills
Corporate Finance, Economics, Private Equity, Financial Modeling, Mergers, Business Strategy, Valuation, Investment Banking, Financial Analysis, Management Consulting, Capital Markets, SaaS, Software, Corporate Development, Strategy, Competitive Analysis, Emerging Markets, Venture Capital, M&A experience, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Portfolio Management, Equities, LBO, Market Research
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2006 — 2009
BA, Magna Cum Laude. Advanced Standing Early Completion of Degree.
Lytx Inc. June 2015 - Present
JMI Equity February 2012 - August 2014
McKinsey & Company March 2010 - February 2012
Sheppard Mullin Richter & Hampton LLP December 2009 - March 2010
Harvard Project for Asian and International Relations (HPAIR) September 2007 - September 2009
Putnam Associates June 2009 - August 2009
Harvard Business School January 2007 - April 2009
Credit Suisse June 2008 - August 2008
Skills
Corporate Finance, Economics, Private Equity, Financial Modeling, Mergers, Business Strategy, Valuation, Investment Banking, Financial Analysis, Management Consulting, Capital Markets, SaaS, Software, Corporate Development, Strategy, Competitive Analysis, Emerging Markets, Venture Capital, M&A experience, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Portfolio Management, Equities, LBO, Market Research
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2006 — 2009
BA, Magna Cum Laude. Advanced Standing Early Completion of Degree.
Dan Burnett Dan Burnett's JMI Equity Experience August 2014 - Present
Job Analyst at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2014 - Present
Leap Motion May 2013 - August 2013
WePay June 2012 - August 2012
Skills
Salesforce.com
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Law, Jurisprudence, and Social Thought, Senior
JMI Equity August 2014 - Present
Leap Motion May 2013 - August 2013
WePay June 2012 - August 2012
Skills
Salesforce.com
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Law, Jurisprudence, and Social Thought, Senior
Natalie Kruse's JMI Equity Experience November 2013 - Present
Job Executive Assistant at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity November 2013 - Present
Greenspring Associates May 2012 - October 2013
Skills
Microsoft Office, Outlook, Adobe InDesign, Adobe Illustrator, Writing, Public Speaking, Microsoft Excel, Community Outreach, MacBook Pro, iPhoto, Google Docs, Skype, Relay for Life, Civic Engagement, Leadership, Illustrator, InDesign
Education
Loyola University Maryland 2008 — 2012
Bachelor of Arts
University College Cork 2010 — 2011
JMI Equity November 2013 - Present
Greenspring Associates May 2012 - October 2013
Skills
Microsoft Office, Outlook, Adobe InDesign, Adobe Illustrator, Writing, Public Speaking, Microsoft Excel, Community Outreach, MacBook Pro, iPhoto, Google Docs, Skype, Relay for Life, Civic Engagement, Leadership, Illustrator, InDesign
Education
Loyola University Maryland 2008 — 2012
Bachelor of Arts
University College Cork 2010 — 2011
Claudia De La Vara Claudia De La Vara's JMI Equity Experience July 2012 - Present
Job Executive Assistant at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity July 2012 - Present
MMPI May 2009 - February 2012
DTZ July 2006 - March 2009
Skills
Administrative..., Microsoft Office, PowerPoint, Event Planning, Marketing, Microsoft Excel, Strategic Planning, Leadership, Event Management, Budgets, Research, Public Speaking
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), Sociology
JMI Equity July 2012 - Present
MMPI May 2009 - February 2012
DTZ July 2006 - March 2009
Skills
Administrative..., Microsoft Office, PowerPoint, Event Planning, Marketing, Microsoft Excel, Strategic Planning, Leadership, Event Management, Budgets, Research, Public Speaking
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Jacklyn Martinez's JMI Equity Experience October 2007 - December 2007
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Deutsche Bank July 2012 - May 2014
Tullett Prebon October 2011 - May 2012
Deutsche Bank September 2008 - October 2011
JMI Equity October 2007 - December 2007
Deutsche Bank June 2007 - August 2007
Skills
Trading, Derivatives, Credit, Bloomberg, Management, Electronic Trading, Capital Markets, Fixed Income, Rates, Swaps, Financial Risk, Financial Markets, Equity Derivatives, Equities, Credit Derivatives, Business Analysis
Education
Loyola College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Monash University
Deutsche Bank May 2014 - Present
Deutsche Bank July 2012 - May 2014
Tullett Prebon October 2011 - May 2012
Deutsche Bank September 2008 - October 2011
JMI Equity October 2007 - December 2007
Deutsche Bank June 2007 - August 2007
Skills
Trading, Derivatives, Credit, Bloomberg, Management, Electronic Trading, Capital Markets, Fixed Income, Rates, Swaps, Financial Risk, Financial Markets, Equity Derivatives, Equities, Credit Derivatives, Business Analysis
Education
Loyola College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Monash University
Page Wagley Page Wagley's JMI Equity Experience July 2011 - June 2014
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
UBS Investment Bank June 2015 - August 2015
JMI Equity July 2011 - June 2014
William Blair and Company June 2009 - June 2011
Citi January 2008 - April 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
BA, Economics, Art History
UBS Investment Bank June 2015 - August 2015
JMI Equity July 2011 - June 2014
William Blair and Company June 2009 - June 2011
Citi January 2008 - April 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
BA, Economics, Art History
Conan Li's JMI Equity Experience August 2014 - Present
Job Software Investment Professional
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2014 - Present
OTR Global July 2013 - July 2014
Student Managed Investment Fund September 2012 - May 2013
Nomura Securities June 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Accounting, Bloomberg Terminal, Economics, Valuation, Microsoft Office, Wealth Management, Bloomberg, Microsoft Excel, Data Analysis, Market Research, Microsoft Word, Securities, Financial Services, FINRA, Financial Accounting
Education
Fordham University 2009 — 2013
Bachelor's degree, Finance, 3.5
Trinity Catholic High School 2005 — 2009
JMI Equity August 2014 - Present
OTR Global July 2013 - July 2014
Student Managed Investment Fund September 2012 - May 2013
Nomura Securities June 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Accounting, Bloomberg Terminal, Economics, Valuation, Microsoft Office, Wealth Management, Bloomberg, Microsoft Excel, Data Analysis, Market Research, Microsoft Word, Securities, Financial Services, FINRA, Financial Accounting
Education
Fordham University 2009 — 2013
Bachelor's degree, Finance, 3.5
Trinity Catholic High School 2005 — 2009
Tyler Grason's JMI Equity Experience September 2010 - July 2011
Job Analyst at LMM LLC
Industry Financial Services
Experience
LMM LLC April 2015 - Present
Morgan Stanley January 2014 - April 2015
Morgan Stanley July 2011 - January 2014
JMI Equity September 2010 - July 2011
Skills
Financial Modeling, Portfolio Management, Valuation, Equities, Bloomberg, Hedge Funds, Financial Analysis, Bloomberg Terminal, Fixed Income, Investments, Capital Markets, Series 7
Education
Loyola University Maryland 2007 — 2011
BBA Finance, Sellinger School of Management
Boys' Latin School of Maryland 2000 — 2007
LMM LLC April 2015 - Present
Morgan Stanley January 2014 - April 2015
Morgan Stanley July 2011 - January 2014
JMI Equity September 2010 - July 2011
Skills
Financial Modeling, Portfolio Management, Valuation, Equities, Bloomberg, Hedge Funds, Financial Analysis, Bloomberg Terminal, Fixed Income, Investments, Capital Markets, Series 7
Education
Loyola University Maryland 2007 — 2011
BBA Finance, Sellinger School of Management
Boys' Latin School of Maryland 2000 — 2007
Oliver Chase, CPA Oliver Chase, CPA's JMI Equity Experience December 2014 - Present
Job Fund Accountant at JMI Equity
Industry Financial Services
Experience
JMI Equity December 2014 - Present
EY October 2013 - December 2014
Ernst & Young June 2011 - August 2011
FDA June 2010 - August 2010
Ridgefield Parks and Recreation’s Chase Tennis Program June 2004 - August 2010
Skills
Financial Accounting, Cost Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Financial Modeling, Sports Coaching, Sports, Auditing, Teamwork, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance, 3.76
JMI Equity December 2014 - Present
EY October 2013 - December 2014
Ernst & Young June 2011 - August 2011
FDA June 2010 - August 2010
Ridgefield Parks and Recreation’s Chase Tennis Program June 2004 - August 2010
Skills
Financial Accounting, Cost Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Financial Modeling, Sports Coaching, Sports, Auditing, Teamwork, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance, 3.76
Bob Sywolski Bob Sywolski's JMI Equity Experience January 2005 - Present
Job Operating Partner at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity January 2005 - Present
Blackbaud 2000 - 2005
JMI Equity 1998 - 2000
Skills
Venture Capital, Private Equity, Growth Capital, LBO, Corporate Development, Due Diligence, Buyouts, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Financial Modeling
Education
Long Island University, C.W. Post Campus 1966 — 1968
Masters in Business Administration, with honors, Business Administration, Management and Operations
Widener University 1958 — 1962
BS, Electrical Engineering, Electrical and Electronics Engineering
JMI Equity January 2005 - Present
Blackbaud 2000 - 2005
JMI Equity 1998 - 2000
Skills
Venture Capital, Private Equity, Growth Capital, LBO, Corporate Development, Due Diligence, Buyouts, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Financial Modeling
Education
Long Island University, C.W. Post Campus 1966 — 1968
Masters in Business Administration, with honors, Business Administration, Management and Operations
Widener University 1958 — 1962
BS, Electrical Engineering, Electrical and Electronics Engineering
Brian Dzou's JMI Equity Experience January 2015 - May 2015
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
JMI Equity January 2015 - May 2015
RA Capital Advisors April 2014 - September 2014
Harvey & Company June 2013 - September 2013
Education
University of California, San Diego 2012 — 2016
Bachelor of Science, Management Science (Quantitative Economics), Minor in Business - Finance Concentration
J.P. Morgan June 2015 - July 2015
JMI Equity January 2015 - May 2015
RA Capital Advisors April 2014 - September 2014
Harvey & Company June 2013 - September 2013
Education
University of California, San Diego 2012 — 2016
Bachelor of Science, Management Science (Quantitative Economics), Minor in Business - Finance Concentration
Daniel Kim's JMI Equity Experience August 2003 - May 2006
Job Partner at Bregal Sagemount
Industry Venture Capital & Private Equity
Experience
Bregal Sagemount 2012 - Present
MOBI Wireless Management July 2015 - Present
Accela, Inc. October 2013 - Present
Key Health July 2014 - Present
MicroEdge December 2012 - October 2014
Goldman Sachs 2008 - 2011
JMI Equity August 2003 - May 2006
Broadview International 2001 - 2003
Skills
Private Equity, Venture Capital, Corporate Development, Investment Banking, Valuation, Financial Modeling, Due Diligence, Mergers, LBO, Corporate Finance, Investments, Entrepreneurship
Education
Harvard Business School 2006 — 2008
MBA
Stanford University 1997 — 2001
BS, BA, Music
Iolani
Bregal Sagemount 2012 - Present
MOBI Wireless Management July 2015 - Present
Accela, Inc. October 2013 - Present
Key Health July 2014 - Present
MicroEdge December 2012 - October 2014
Goldman Sachs 2008 - 2011
JMI Equity August 2003 - May 2006
Broadview International 2001 - 2003
Skills
Private Equity, Venture Capital, Corporate Development, Investment Banking, Valuation, Financial Modeling, Due Diligence, Mergers, LBO, Corporate Finance, Investments, Entrepreneurship
Education
Harvard Business School 2006 — 2008
MBA
Stanford University 1997 — 2001
BS, BA, Music
Iolani
Hiten Chawla's JMI Equity Experience August 2011 - June 2014
Job Wharton MBA Candidate, Class of 2016
Industry Financial Services
Experience
Passport Capital June 2015 - Present
JMI Equity August 2011 - June 2014
McKinsey & Company September 2009 - June 2011
Goldman Sachs June 2008 - August 2008
Jefferies & Company June 2007 - August 2007
America Online June 2006 - August 2006
Skills
Financial Modeling, Entrepreneurship, Venture Capital, Product Management, Management Consulting, Business Strategy, Start-ups, Analytics, Competitive Analysis, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2008 — 2009
M.S., Management Science & Engineering
Stanford University 2005 — 2009
B.S., Computer Science
Passport Capital June 2015 - Present
JMI Equity August 2011 - June 2014
McKinsey & Company September 2009 - June 2011
Goldman Sachs June 2008 - August 2008
Jefferies & Company June 2007 - August 2007
America Online June 2006 - August 2006
Skills
Financial Modeling, Entrepreneurship, Venture Capital, Product Management, Management Consulting, Business Strategy, Start-ups, Analytics, Competitive Analysis, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2008 — 2009
M.S., Management Science & Engineering
Stanford University 2005 — 2009
B.S., Computer Science
Adam Benesch's JMI Equity Experience July 2005 - January 2013
Job CoFounder at Union Craft Brewing
Industry Food & Beverages
Experience
Union Craft Brewing June 2012 - Present
JMI Equity July 2005 - January 2013
Ernst & Young May 2002 - June 2005
Arthur Andersen 1999 - 2002
Skills
Venture Capital, Private Equity, Financial Modeling, SaaS, LBO, Corporate Development, Start-ups, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
University of Maryland College Park 1995 — 1998
Union Craft Brewing June 2012 - Present
JMI Equity July 2005 - January 2013
Ernst & Young May 2002 - June 2005
Arthur Andersen 1999 - 2002
Skills
Venture Capital, Private Equity, Financial Modeling, SaaS, LBO, Corporate Development, Start-ups, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
University of Maryland College Park 1995 — 1998
Scot Sedlacek's JMI Equity Experience 2007 - 2008
Job Managing Director at Mooreland Partners LLC
Industry Investment Banking
Experience
Mooreland Partners January 2009 - Present
Lumeta Corporation 2007 - 2013
Tizor Systems 2007 - 2009
JMI Equity 2007 - 2008
Jefferies & Company 2004 - 2006
Jefferies Broadview 2003 - 2006
Broadview International 1988 - 2003
Broadview Associates 1988 - 2003
IBM 1978 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Management, Venture Capital, Banking, Strategy, Start-ups, Due Diligence, Corporate Development
Education
Stanford University
Undergraduate
University of Pennsylvania - The Wharton School
MBA
Mooreland Partners January 2009 - Present
Lumeta Corporation 2007 - 2013
Tizor Systems 2007 - 2009
JMI Equity 2007 - 2008
Jefferies & Company 2004 - 2006
Jefferies Broadview 2003 - 2006
Broadview International 1988 - 2003
Broadview Associates 1988 - 2003
IBM 1978 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Management, Venture Capital, Banking, Strategy, Start-ups, Due Diligence, Corporate Development
Education
Stanford University
Undergraduate
University of Pennsylvania - The Wharton School
MBA
Erin Matias's JMI Equity Experience January 1998 - December 2001
Job Principal Consultant, Product Strategy at Kronos, Inc.
Industry Computer Software
Experience
Kronos, Inc. June 2008 - Present
Kronos, Inc. June 2005 - June 2008
JMI Equity January 1998 - December 2001
Cap Gemini Ernst & Young January 1994 - January 1997
Skills
Product Management, Management Consulting, Enterprise Software, Pre-sales, Professional Services, SaaS, Cloud Computing, Strategy, Business Intelligence
Education
Harvard University 1989 — 1993
Kronos, Inc. June 2008 - Present
Kronos, Inc. June 2005 - June 2008
JMI Equity January 1998 - December 2001
Cap Gemini Ernst & Young January 1994 - January 1997
Skills
Product Management, Management Consulting, Enterprise Software, Pre-sales, Professional Services, SaaS, Cloud Computing, Strategy, Business Intelligence
Education
Harvard University 1989 — 1993
Dawn Ring's JMI Equity Experience 1999 - 2001
Job Marketing Manager at Gemline
Industry Marketing and Advertising
Experience
Gemline April 2011 - Present
Cohen Friedberg Associates 2010 - Present
Triumph Modular August 2007 - December 2010
HBN Shoe, Fusion Medical, Nessan Kohlasch & Associates 2004 - 2007
Converse 2002 - 2005
InteQ Corporation 2000 - 2002
JMI Equity 1999 - 2001
Puma 1998 - 2000
Skills
Business Development, Strategic Planning, Marketing, Direct Marketing, Email Marketing
Education
University of Connecticut
Gemline April 2011 - Present
Cohen Friedberg Associates 2010 - Present
Triumph Modular August 2007 - December 2010
HBN Shoe, Fusion Medical, Nessan Kohlasch & Associates 2004 - 2007
Converse 2002 - 2005
InteQ Corporation 2000 - 2002
JMI Equity 1999 - 2001
Puma 1998 - 2000
Skills
Business Development, Strategic Planning, Marketing, Direct Marketing, Email Marketing
Education
University of Connecticut
Peter Arrowsmith's JMI Equity Experience 1996 - Present
Job General Partner, JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity 1996 - Present
AEA Investors LP 1994 - 1996
McKinsey & Company 1992 - 1994
Education
Harvard University 1988 — 1992
JMI Equity 1996 - Present
AEA Investors LP 1994 - 1996
McKinsey & Company 1992 - 1994
Education
Harvard University 1988 — 1992
Randy Guttman's JMI Equity Experience May 2007 - Present
Job CFO at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity May 2007 - Present
Ernst & Young September 2004 - May 2007
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Bachelor of Science, Finance and Accounting
University of Maryland College Park 2000 — 2004
Bachelor of Science, Finance and Accounting
Summit High School 1996 — 2000
JMI Equity May 2007 - Present
Ernst & Young September 2004 - May 2007
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Bachelor of Science, Finance and Accounting
University of Maryland College Park 2000 — 2004
Bachelor of Science, Finance and Accounting
Summit High School 1996 — 2000
Bob Nye's JMI Equity Experience April 2005 - Present
Job General Partner at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity April 2005 - Present
Education
Princeton University
JMI Equity April 2005 - Present
Education
Princeton University
Rob Futia's JMI Equity Experience May 2008 - February 2009
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - Present
JMI Equity May 2008 - February 2009
Legg Mason Capital Management January 2008 - April 2008
Education
Loyola University Maryland 2006 — 2008
Union College 2004 — 2006
Morgan Stanley November 2009 - Present
JMI Equity May 2008 - February 2009
Legg Mason Capital Management January 2008 - April 2008
Education
Loyola University Maryland 2006 — 2008
Union College 2004 — 2006
Paul Barber's JMI Equity Experience 1998 - Present
Job JMI Equity Managing General Partner
Industry Venture Capital & Private Equity
Experience
Applied Systems 2013 - Present
Undertone 2001 - Present
Innovative Interfaces 2012 - Present
ServiceNow – The Enterprise Cloud Company 2005 - Present
Kronos 2007 - Present
JMI Equity 1998 - Present
Ellucian 2009 - 2013
TC3 2006 - 2010
Intergraph Corporation 2006 - 2010
DoubleClick 2005 - 2008
Skills
Venture Capital, Mergers, Strategic Partnerships, SaaS, Start-ups, Corporate Development, Enterprise Software, Strategic Planning, Business Strategy, Entrepreneurship, Management Consulting, Private Equity, Cloud Computing, Financial Modeling, Executive Management, Due Diligence, Product Management, Business Development, Valuation, New Business Development
Education
Harvard Business School 1988 — 1990
MBA
Stanford University 1980 — 1984
AB, Economics
Applied Systems 2013 - Present
Undertone 2001 - Present
Innovative Interfaces 2012 - Present
ServiceNow – The Enterprise Cloud Company 2005 - Present
Kronos 2007 - Present
JMI Equity 1998 - Present
Ellucian 2009 - 2013
TC3 2006 - 2010
Intergraph Corporation 2006 - 2010
DoubleClick 2005 - 2008
Skills
Venture Capital, Mergers, Strategic Partnerships, SaaS, Start-ups, Corporate Development, Enterprise Software, Strategic Planning, Business Strategy, Entrepreneurship, Management Consulting, Private Equity, Cloud Computing, Financial Modeling, Executive Management, Due Diligence, Product Management, Business Development, Valuation, New Business Development
Education
Harvard Business School 1988 — 1990
MBA
Stanford University 1980 — 1984
AB, Economics
Krishna Potarazu's JMI Equity Experience 2012 - Present
Job Board Member, Treasurer at Thread, Inc.
Industry Financial Services
Experience
JMI Equity 2012 - Present
JMI Equity 2008 - Present
Thread, Inc. 2014 - Present
Children's National Health System 2013 - 2014
Morgan Stanley 2006 - 2008
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Science (B.S.), Electrical Engineering
JMI Equity 2012 - Present
JMI Equity 2008 - Present
Thread, Inc. 2014 - Present
Children's National Health System 2013 - 2014
Morgan Stanley 2006 - 2008
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Science (B.S.), Electrical Engineering
Chris Baddon's JMI Equity Experience November 2008 - April 2009
Job Senior Associate at OpenGate Capital
Industry Venture Capital & Private Equity
Experience
OpenGate Capital April 2013 - Present
OpenGate Capital, LLC November 2010 - Present
Roth Staffing May 2010 - December 2010
JMI Equity November 2008 - April 2009
Skills
Business Development, Financial Modeling, Private Equity, Valuation, Financial Analysis, Due Diligence, Business Valuation, Corporate Development, M&A experience, Business Strategy
Education
University of San Diego 2006 — 2009
BA, Finance
OpenGate Capital April 2013 - Present
OpenGate Capital, LLC November 2010 - Present
Roth Staffing May 2010 - December 2010
JMI Equity November 2008 - April 2009
Skills
Business Development, Financial Modeling, Private Equity, Valuation, Financial Analysis, Due Diligence, Business Valuation, Corporate Development, M&A experience, Business Strategy
Education
University of San Diego 2006 — 2009
BA, Finance
Brendan Coleman's JMI Equity Experience October 2005 - May 2007
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup July 2009 - Present
Citigroup July 2007 - July 2009
JMI Equity October 2005 - May 2007
IBM May 2003 - August 2006
Skills
C++, Financial Modeling, Corporate Finance, Financial Analysis
Education
The Johns Hopkins University 2006 — 2007
M.S., Electrical Engineering
The Johns Hopkins University 2002 — 2006
B.S., Electrical Engineering, Mathematics
Citigroup July 2009 - Present
Citigroup July 2007 - July 2009
JMI Equity October 2005 - May 2007
IBM May 2003 - August 2006
Skills
C++, Financial Modeling, Corporate Finance, Financial Analysis
Education
The Johns Hopkins University 2006 — 2007
M.S., Electrical Engineering
The Johns Hopkins University 2002 — 2006
B.S., Electrical Engineering, Mathematics
Tammy Tsai's JMI Equity Experience June 2010 - September 2010
Job
Industry Management Consulting
Experience
Facebook November 2014 - Present
Marketbridge September 2012 - November 2014
Bainbridge January 2011 - May 2012
JMI Equity June 2010 - September 2010
The Lancer Group June 2009 - June 2010
UBS December 2009 - March 2010
Skills
Market Research, Business Analysis
Education
University of California, San Diego 2007 — 2011
Management Science
Irvington
Facebook November 2014 - Present
Marketbridge September 2012 - November 2014
Bainbridge January 2011 - May 2012
JMI Equity June 2010 - September 2010
The Lancer Group June 2009 - June 2010
UBS December 2009 - March 2010
Skills
Market Research, Business Analysis
Education
University of California, San Diego 2007 — 2011
Management Science
Irvington
Farouk Hussein's JMI Equity Experience June 2010 - June 2012
Job Principal at Huntsman Gay Global Capital
Industry Venture Capital & Private Equity
Experience
HGGC September 2015 - Present
HGGC June 2012 - September 2015
JMI Equity June 2010 - June 2012
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, LBO, Corporate Finance, Equities, Corporate Development, Financial Analysis, Due Diligence, Capital Markets, Mergers, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions
Education
Ivey Business School at Western University 2006 — 2008
HBA, Finance
Upper Canada College 1999 — 2004
International Baccalaureate
Toronto French School 1990 — 1999
HGGC September 2015 - Present
HGGC June 2012 - September 2015
JMI Equity June 2010 - June 2012
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, LBO, Corporate Finance, Equities, Corporate Development, Financial Analysis, Due Diligence, Capital Markets, Mergers, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions
Education
Ivey Business School at Western University 2006 — 2008
HBA, Finance
Upper Canada College 1999 — 2004
International Baccalaureate
Toronto French School 1990 — 1999
Beth Thorpe's JMI Equity Experience September 2002 - Present
Job Office Manager at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity September 2002 - Present
Skills
Private Equity, Venture Capital, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Investments, Financial Analysis, Entrepreneurship, Start-ups, Economics, Strategic Partnerships, Business Strategy, Management Consulting, Corporate Development, Strategic Planning, Equities, Bloomberg, Capital Markets, Fixed Income
Education
University of Maryland Baltimore County 1996 — 1999
BA, Geography & Environmental Systems
JMI Equity September 2002 - Present
Skills
Private Equity, Venture Capital, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Investments, Financial Analysis, Entrepreneurship, Start-ups, Economics, Strategic Partnerships, Business Strategy, Management Consulting, Corporate Development, Strategic Planning, Equities, Bloomberg, Capital Markets, Fixed Income
Education
University of Maryland Baltimore County 1996 — 1999
BA, Geography & Environmental Systems
Greg Baldwin's JMI Equity Experience January 2009 - May 2009
Job Associate at Harvest Equities, Inc.
Industry Commercial Real Estate
Experience
Harvest Equities, Inc. March 2015 - Present
Albanese Organization, Inc. December 2013 - February 2015
GE Capital Real Estate July 2009 - December 2013
JMI Equity January 2009 - May 2009
Creative Financial Group May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, International Relations
Education
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration, Finance
St. Joseph's Preparatory School 2001 — 2005
Harvest Equities, Inc. March 2015 - Present
Albanese Organization, Inc. December 2013 - February 2015
GE Capital Real Estate July 2009 - December 2013
JMI Equity January 2009 - May 2009
Creative Financial Group May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, International Relations
Education
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration, Finance
St. Joseph's Preparatory School 2001 — 2005
Garrett Lasnier's JMI Equity Experience June 2010 - December 2010
Job Data Analytics | Commercial Insights | Business Strategy
Industry Internet
Experience
LinkedIn June 2015 - Present
CEB September 2014 - May 2015
Corporate Executive Board July 2012 - September 2014
Hartford Investment Management June 2011 - August 2011
JMI Equity June 2010 - December 2010
Skills
Private Equity, Competitive Analysis, Marketing, Research, Strategy, Analysis, Data Analysis, Business Strategy, Editing, Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Executive Management, Strategic Planning
Education
The Johns Hopkins University 2008 — 2012
Bachelors, Economics and Philosophy, with Honors
Suffield Academy 2004 — 2008
High School
LinkedIn June 2015 - Present
CEB September 2014 - May 2015
Corporate Executive Board July 2012 - September 2014
Hartford Investment Management June 2011 - August 2011
JMI Equity June 2010 - December 2010
Skills
Private Equity, Competitive Analysis, Marketing, Research, Strategy, Analysis, Data Analysis, Business Strategy, Editing, Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Executive Management, Strategic Planning
Education
The Johns Hopkins University 2008 — 2012
Bachelors, Economics and Philosophy, with Honors
Suffield Academy 2004 — 2008
High School
Charles Buffa's JMI Equity Experience February 2011 - February 2012
Job Account Executive at TechValidate Software
Industry International Affairs
Experience
TechValidate Software March 2015 - Present
TechValidate Software September 2014 - March 2015
Persistent Systems, LLC June 2013 - June 2014
Johns Hopkins University September 2009 - May 2013
National Basketball Association May 2012 - August 2012
JMI Equity February 2011 - February 2012
2010 June 2011 - July 2011
Skills
Sales, Business Development, Microsoft Office, Research, PowerPoint, Data Analysis, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Editing, Community Outreach
Education
The Johns Hopkins University
Bachelor of Arts, International Studies, History
Weston High School
TechValidate Software March 2015 - Present
TechValidate Software September 2014 - March 2015
Persistent Systems, LLC June 2013 - June 2014
Johns Hopkins University September 2009 - May 2013
National Basketball Association May 2012 - August 2012
JMI Equity February 2011 - February 2012
2010 June 2011 - July 2011
Skills
Sales, Business Development, Microsoft Office, Research, PowerPoint, Data Analysis, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Editing, Community Outreach
Education
The Johns Hopkins University
Bachelor of Arts, International Studies, History
Weston High School
Larry Contrella's JMI Equity Experience 2010 - Present
Job Vice President at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity 2010 - Present
Merrill Lynch 2008 - 2010
Merrill Lynch 2007 - 2007
Skills
Private Equity, Corporate Finance, Finance, Internal Controls, Information Technology, Quantitative Analytics, Series 63, Commercial Banking, Cleantech, Performance Measurement, Salesforce.com, Research, IFRS, Sarbanes-Oxley Act, Financial Statement..., Asset Based Lending, Tax, Equity Derivatives, Asset, Project Planning, Equity Trading, Mobile Devices, Principal Investing
Education
University of Pennsylvania 2004 — 2008
Wharton - BS Economics, Finance
JMI Equity 2010 - Present
Merrill Lynch 2008 - 2010
Merrill Lynch 2007 - 2007
Skills
Private Equity, Corporate Finance, Finance, Internal Controls, Information Technology, Quantitative Analytics, Series 63, Commercial Banking, Cleantech, Performance Measurement, Salesforce.com, Research, IFRS, Sarbanes-Oxley Act, Financial Statement..., Asset Based Lending, Tax, Equity Derivatives, Asset, Project Planning, Equity Trading, Mobile Devices, Principal Investing
Education
University of Pennsylvania 2004 — 2008
Wharton - BS Economics, Finance
Sean Kehoe's JMI Equity Experience August 2011 - June 2012
Job Associate at Riverwood Capital
Industry Venture Capital & Private Equity
Experience
Riverwood Capital July 2015 - Present
Jefferies LLC December 2013 - June 2015
Pagemill Partners June 2012 - November 2013
JMI Equity August 2011 - June 2012
Delta Sigma Pi - Omicron Sigma Chapter May 2011 - December 2011
The Lancer Group May 2011 - October 2011
Skills
Analysis, Management, Investments, Finance, Research, Mergers & Acquisitions, Accounting, Economics, Financial Modeling, Databases, Valuation, Financial Analysis, Fundraising, Venture Capital, Corporate Finance
Education
University of California, San Diego
B.A., Economics
Riverwood Capital July 2015 - Present
Jefferies LLC December 2013 - June 2015
Pagemill Partners June 2012 - November 2013
JMI Equity August 2011 - June 2012
Delta Sigma Pi - Omicron Sigma Chapter May 2011 - December 2011
The Lancer Group May 2011 - October 2011
Skills
Analysis, Management, Investments, Finance, Research, Mergers & Acquisitions, Accounting, Economics, Financial Modeling, Databases, Valuation, Financial Analysis, Fundraising, Venture Capital, Corporate Finance
Education
University of California, San Diego
B.A., Economics
Van Vandenberg's JMI Equity Experience June 1991 - January 2007
Job Author
Industry Venture Capital & Private Equity
Experience
Self January 2007 - Present
JMI Equity June 1991 - January 2007
Santa Cruz County, CA 1992 - 1993
IBM June 1962 - June 1991
United Way of America 1984 - 1985
AYSO 1983 - 1984
Skills
Private Equity, Growth Capital, Corporate Development, Valuation
Education
University of Maryland College Park 1956 — 1960
Bachelor's Degree, Philosophy and Mathematics
Self January 2007 - Present
JMI Equity June 1991 - January 2007
Santa Cruz County, CA 1992 - 1993
IBM June 1962 - June 1991
United Way of America 1984 - 1985
AYSO 1983 - 1984
Skills
Private Equity, Growth Capital, Corporate Development, Valuation
Education
University of Maryland College Park 1956 — 1960
Bachelor's Degree, Philosophy and Mathematics
Albert Koh's JMI Equity Experience September 2012 - June 2014
Job Technology Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2014 - Present
JMI Equity September 2012 - June 2014
Credit Suisse June 2013 - August 2013
W Partners June 2012 - September 2012
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (BA), Economics
Mission San Jose High School 2006 — 2010
Barclays June 2014 - Present
JMI Equity September 2012 - June 2014
Credit Suisse June 2013 - August 2013
W Partners June 2012 - September 2012
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (BA), Economics
Mission San Jose High School 2006 — 2010
Jeremy Lin's JMI Equity Experience September 2012 - May 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
U.S. Department of State June 2014 - August 2014
Johns Hopkins Institute for Applied Economics January 2013 - August 2013
JMI Equity September 2012 - May 2013
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Goldman Sachs June 2015 - Present
U.S. Department of State June 2014 - August 2014
Johns Hopkins Institute for Applied Economics January 2013 - August 2013
JMI Equity September 2012 - May 2013
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY