JMP Securities
Industry: Capital market company
DescriptionFounded: 2000 Parent organization: JMP Group LLC Subsidiary: JMP Securities LLC, Research Division
JMP Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JMP Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JMP Securities Employees
Employee
Years
Job
Industry
Jose (J.T.) Haresco III, Ph.D. Jose (J.T.) Haresco III, Ph.D.'s JMP Securities Experience July 2010 - Present
Job Managing Director at Harvest Capital Strategies
Industry Venture Capital & Private Equity
Experience
Harvest Capital Strategies September 2015 - Present
JMP Securities July 2010 - Present
Brean Murray, Carret & Co. October 2008 - July 2010
Merriman Curhan Ford & Company February 2005 - August 2008
C.E. Unterberg, Towbin August 2003 - February 2005
UCSF August 1998 - August 2002
Skills
Medical Devices, Financial Modeling, Lifesciences, Valuation, Venture Capital, Due Diligence, Equity Research, Life Sciences, Investment Banking, Investments, Biotechnology, Mergers & Acquisitions, Start-ups, Private Equity, Business Development, Strategic Planning, Equities, Finance, Competitive Analysis, Commercialization, Financial Analysis, Corporate Development, Strategy, Genomics, Molecular Diagnostics, Entrepreneurship, Market Research, Market Analysis, Cardiology, Interventional..., Cardiovascular Disease, Minimally Invasive..., Valuation Modeling, DCF Valuation, Healthcare, Hedge Funds, Corporate Finance, Research, Start-up Ventures, Environmental..., Synthetic Biology, New Business Development, Corporate Strategy...
Education
University of California, San Francisco 1998 — 2002
Ph.D., Biological and Medical Informatics
UC Davis 1992 — 1996
Bachelor of Science (B.S.), Genetics
Harvest Capital Strategies September 2015 - Present
JMP Securities July 2010 - Present
Brean Murray, Carret & Co. October 2008 - July 2010
Merriman Curhan Ford & Company February 2005 - August 2008
C.E. Unterberg, Towbin August 2003 - February 2005
UCSF August 1998 - August 2002
Skills
Medical Devices, Financial Modeling, Lifesciences, Valuation, Venture Capital, Due Diligence, Equity Research, Life Sciences, Investment Banking, Investments, Biotechnology, Mergers & Acquisitions, Start-ups, Private Equity, Business Development, Strategic Planning, Equities, Finance, Competitive Analysis, Commercialization, Financial Analysis, Corporate Development, Strategy, Genomics, Molecular Diagnostics, Entrepreneurship, Market Research, Market Analysis, Cardiology, Interventional..., Cardiovascular Disease, Minimally Invasive..., Valuation Modeling, DCF Valuation, Healthcare, Hedge Funds, Corporate Finance, Research, Start-up Ventures, Environmental..., Synthetic Biology, New Business Development, Corporate Strategy...
Education
University of California, San Francisco 1998 — 2002
Ph.D., Biological and Medical Informatics
UC Davis 1992 — 1996
Bachelor of Science (B.S.), Genetics
Ali Shakeri's JMP Securities Experience January 2012 - May 2012
Job CoFounder at ToneDen.io
Industry Internet
Experience
ToneDen August 2013 - Present
KISSmetrics June 2014 - October 2014
Salty Artist Management March 2013 - June 2014
BrightEdge May 2013 - July 2013
ABR Investment Strategy May 2012 - August 2012
JMP Securities January 2012 - May 2012
PwC June 2011 - August 2011
Education
University of California, Berkeley 2009 — 2013
BA, Economics
ToneDen August 2013 - Present
KISSmetrics June 2014 - October 2014
Salty Artist Management March 2013 - June 2014
BrightEdge May 2013 - July 2013
ABR Investment Strategy May 2012 - August 2012
JMP Securities January 2012 - May 2012
PwC June 2011 - August 2011
Education
University of California, Berkeley 2009 — 2013
BA, Economics
Josh Weaver Josh Weaver's JMP Securities Experience January 2002 - October 2013
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2015 - Present
Alamo Capital May 2014 - January 2015
JMP Securities January 2002 - October 2013
Robertson Stephens, Inc. May 1999 - November 2001
Bocklet & Co., LLC, NYSE Specialist Firm July 1996 - April 1999
Skills
Series 7, Series 63, series 55, Series 24, Equity Trading, FINRA, Hedge Funds, Equities, Equity Research, Trading, Securities, Electronic Trading, Bloomberg, Alternative Investments, Fixed Income, Capital Markets, Investments
Education
UC Berkeley 1992 — 1996
BA, Economics
Northwestern Mutual April 2015 - Present
Alamo Capital May 2014 - January 2015
JMP Securities January 2002 - October 2013
Robertson Stephens, Inc. May 1999 - November 2001
Bocklet & Co., LLC, NYSE Specialist Firm July 1996 - April 1999
Skills
Series 7, Series 63, series 55, Series 24, Equity Trading, FINRA, Hedge Funds, Equities, Equity Research, Trading, Securities, Electronic Trading, Bloomberg, Alternative Investments, Fixed Income, Capital Markets, Investments
Education
UC Berkeley 1992 — 1996
BA, Economics
Gregory Surabian's JMP Securities Experience September 2011 - September 2014
Job Associate Investment Banking at Citi
Industry Investment Banking
Experience
Citi October 2014 - Present
JMP Securities September 2011 - September 2014
PwC September 2010 - September 2011
DreamWorks Studios November 2009 - September 2010
Grant Thornton 2008 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, SEC filings, Due Diligence, Corporate Finance, US GAAP, Accounting, Investment Banking, Financial Reporting, Financial Accounting, Equity Capital Markets, Real Estate, Financial Statements, Capital Markets
Education
University of Southern California 2005 — 2008
BS, Accounting
Citi October 2014 - Present
JMP Securities September 2011 - September 2014
PwC September 2010 - September 2011
DreamWorks Studios November 2009 - September 2010
Grant Thornton 2008 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, SEC filings, Due Diligence, Corporate Finance, US GAAP, Accounting, Investment Banking, Financial Reporting, Financial Accounting, Equity Capital Markets, Real Estate, Financial Statements, Capital Markets
Education
University of Southern California 2005 — 2008
BS, Accounting
Eric Sivin's JMP Securities Experience December 2012 - Present
Job Vice President, Equity Capital Markets at JMP Securities
Industry Investment Banking
Experience
JMP Securities December 2012 - Present
Rodman & Renshaw August 2009 - October 2012
Kroll May 2008 - January 2009
McLaughlin & Stern, LLP November 2007 - April 2008
Citigroup Smith Barney December 2006 - August 2007
Skills
Equity Capital Markets, Investment Banking, Private Placements, Deal Execution, Follow-on Offerings, PIPE transactions, Debt & Equity Financing, Capital Markets, Capital Structure, IPO, Private Equity, Finance, LBO, Equity Research, Wealth Management, Hedge Funds, Equities, CRM, PIPEs, Venture Capital, Valuation
Education
University of Michigan 2002 — 2006
BBA, Finance & Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance & Corporate Strategy
JMP Securities December 2012 - Present
Rodman & Renshaw August 2009 - October 2012
Kroll May 2008 - January 2009
McLaughlin & Stern, LLP November 2007 - April 2008
Citigroup Smith Barney December 2006 - August 2007
Skills
Equity Capital Markets, Investment Banking, Private Placements, Deal Execution, Follow-on Offerings, PIPE transactions, Debt & Equity Financing, Capital Markets, Capital Structure, IPO, Private Equity, Finance, LBO, Equity Research, Wealth Management, Hedge Funds, Equities, CRM, PIPEs, Venture Capital, Valuation
Education
University of Michigan 2002 — 2006
BBA, Finance & Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance & Corporate Strategy
Siobhan Carey's JMP Securities Experience July 2011 - April 2013
Job Marketing Manager
Industry Marketing and Advertising
Experience
Uber March 2015 - Present
Uber Technologies January 2014 - Present
Triemt Corp. April 2013 - December 2013
JMP Securities July 2011 - April 2013
JMP Securities June 2010 - August 2010
InStadium June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Partner Management, Product Management, Manage Client..., Sales, Product Development, Product Marketing, Digital, Salesforce.com, Data Analysis, PowerPoint, Capital Markets, Public Speaking, Research, Corporate Finance, Private Equity, Yoga, Vinyasa
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Philosophy, Politics, and Economics
Loyola Academy 2003 — 2007
Uber March 2015 - Present
Uber Technologies January 2014 - Present
Triemt Corp. April 2013 - December 2013
JMP Securities July 2011 - April 2013
JMP Securities June 2010 - August 2010
InStadium June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Partner Management, Product Management, Manage Client..., Sales, Product Development, Product Marketing, Digital, Salesforce.com, Data Analysis, PowerPoint, Capital Markets, Public Speaking, Research, Corporate Finance, Private Equity, Yoga, Vinyasa
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Philosophy, Politics, and Economics
Loyola Academy 2003 — 2007
Scott Raaka Scott Raaka's JMP Securities Experience 2000 - October 2013
Job Luxury Property Professional
Industry Real Estate
Experience
Pacific Union Christie's International Real Estate April 2014 - Present
JMP Securities 2000 - October 2013
E*Offering March 1999 - August 2000
Robertson Stephens July 1997 - March 1999
Sutro & Co. 1991 - 1997
Skills
Equities, Equity Trading, Series 7, Capital Markets, Hedge Funds, Series 63, Equity Research, Bloomberg, Trading, Securities, Trading Systems, Electronic Trading, Series 24, Series 55, Options, Alternative Investments, Asset Management, FINRA
Education
University of Colorado at Boulder
BA, Economics
Pacific Union Christie's International Real Estate April 2014 - Present
JMP Securities 2000 - October 2013
E*Offering March 1999 - August 2000
Robertson Stephens July 1997 - March 1999
Sutro & Co. 1991 - 1997
Skills
Equities, Equity Trading, Series 7, Capital Markets, Hedge Funds, Series 63, Equity Research, Bloomberg, Trading, Securities, Trading Systems, Electronic Trading, Series 24, Series 55, Options, Alternative Investments, Asset Management, FINRA
Education
University of Colorado at Boulder
BA, Economics
Paul Paskalides Paul Paskalides's JMP Securities Experience May 2007 - September 2013
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald November 2013 - Present
JMP Securities May 2007 - September 2013
Etrade March 2006 - April 2007
Susquehanna International Group May 2004 - February 2006
Charles Schwab 2002 - 2004
NDB Capital Markets August 1996 - March 2002
Cantor Fitzgerald July 1995 - July 1996
First Fidelity Bank April 1993 - June 1995
American Stock Exchange September 1989 - March 1993
Skills
Series 63, Series 24, Series 7, Trading, Bloomberg, Equity Trading, Hedge Funds, Electronic Trading, Investment Sales, Equities, Trading Systems, Securities, Capital Markets, Options, FINRA, Financial Markets, Fixed Income, Investments
Education
University of Delaware 1985 — 1989
rhs
Cantor Fitzgerald November 2013 - Present
JMP Securities May 2007 - September 2013
Etrade March 2006 - April 2007
Susquehanna International Group May 2004 - February 2006
Charles Schwab 2002 - 2004
NDB Capital Markets August 1996 - March 2002
Cantor Fitzgerald July 1995 - July 1996
First Fidelity Bank April 1993 - June 1995
American Stock Exchange September 1989 - March 1993
Skills
Series 63, Series 24, Series 7, Trading, Bloomberg, Equity Trading, Hedge Funds, Electronic Trading, Investment Sales, Equities, Trading Systems, Securities, Capital Markets, Options, FINRA, Financial Markets, Fixed Income, Investments
Education
University of Delaware 1985 — 1989
rhs
Eric Mendelsohn Eric Mendelsohn's JMP Securities Experience October 2011 - September 2013
Job Corporate Account Executive at Demandbase
Industry Information Technology and Services
Experience
Demandbase February 2015 - Present
Sterne Agee September 2013 - February 2015
JMP Securities October 2011 - September 2013
Gleacher & Company August 2009 - September 2011
Cowen and Company August 2005 - August 2009
Skills
Account Based Marketing, B2B Marketing, Marketing Strategy, B2B, SaaS, Sales, B2B Marketing Strategy, Software, Enterprise Software, Customer Service, Software Project..., Equity Research, Equities, Hedge Funds, Trading Systems, Series 7, Valuation, Investment Banking, Bloomberg, Capital Markets, Series 63, Financial Modeling, Portfolio Management, Investment Management, Securities, Investments
Education
University of Michigan 2001 — 2005
BA, Economics
Demandbase February 2015 - Present
Sterne Agee September 2013 - February 2015
JMP Securities October 2011 - September 2013
Gleacher & Company August 2009 - September 2011
Cowen and Company August 2005 - August 2009
Skills
Account Based Marketing, B2B Marketing, Marketing Strategy, B2B, SaaS, Sales, B2B Marketing Strategy, Software, Enterprise Software, Customer Service, Software Project..., Equity Research, Equities, Hedge Funds, Trading Systems, Series 7, Valuation, Investment Banking, Bloomberg, Capital Markets, Series 63, Financial Modeling, Portfolio Management, Investment Management, Securities, Investments
Education
University of Michigan 2001 — 2005
BA, Economics
James Park James Park's JMP Securities Experience February 2002 - February 2006
Job Sr. Director, Strategy & Corporate Development at Western Digital Corp.
Industry Computer Hardware
Experience
Western Digital Corp. January 2010 - Present
CTA Capital Partners/CentreTrust Advisors August 2009 - December 2009
John Laing Homes July 2006 - January 2009
JMP Securities February 2002 - February 2006
Merrill Lynch July 2001 - November 2001
Skills
Financial Modeling, Company Valuation, Investment Valuation, Presentations, Project Management, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Land Acquisition, Strategic Communications, Financial Analysis, Investment Banking, Valuation, Cross-functional Team..., Corporate Finance, M, Divestitures, Strategic Planning, Business Planning, Corporate Development
Education
UC Berkeley 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Western Digital Corp. January 2010 - Present
CTA Capital Partners/CentreTrust Advisors August 2009 - December 2009
John Laing Homes July 2006 - January 2009
JMP Securities February 2002 - February 2006
Merrill Lynch July 2001 - November 2001
Skills
Financial Modeling, Company Valuation, Investment Valuation, Presentations, Project Management, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Land Acquisition, Strategic Communications, Financial Analysis, Investment Banking, Valuation, Cross-functional Team..., Corporate Finance, M, Divestitures, Strategic Planning, Business Planning, Corporate Development
Education
UC Berkeley 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Christopher Bauer's JMP Securities Experience May 2014 - July 2014
Job Summer Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - August 2015
JMP Securities May 2014 - July 2014
TRI Pointe Homes LLC. June 2013 - August 2013
TRI Pointe Homes LLC. June 2012 - August 2012
Skills
Financial Analysis, Financial Market..., Public Speaking
Education
University of Southern California 2013 — 2016
Deutsche Bank June 2015 - August 2015
JMP Securities May 2014 - July 2014
TRI Pointe Homes LLC. June 2013 - August 2013
TRI Pointe Homes LLC. June 2012 - August 2012
Skills
Financial Analysis, Financial Market..., Public Speaking
Education
University of Southern California 2013 — 2016
Charles C. Duncan Charles C. Duncan's JMP Securities Experience November 2002 - December 2012
Job Managing Director & Senior Research Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray December 2012 - Present
JMP Securities November 2002 - December 2012
Skills
Biotechnology, Equities, Equity Research, Healthcare, Corporate Development
Education
University of Colorado at Boulder
Doctor of Philosophy (PhD), Pharmaceutical Sciences, Neuropharmacology
University of Wisconsin-Madison
Bachelor of Science (BS), Zoology
Piper Jaffray December 2012 - Present
JMP Securities November 2002 - December 2012
Skills
Biotechnology, Equities, Equity Research, Healthcare, Corporate Development
Education
University of Colorado at Boulder
Doctor of Philosophy (PhD), Pharmaceutical Sciences, Neuropharmacology
University of Wisconsin-Madison
Bachelor of Science (BS), Zoology
Mark Wurzweiler Mark Wurzweiler's JMP Securities Experience July 2014 - September 2014
Job Investment Banking Analyst Coop at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors June 2015 - Present
JMP Securities July 2014 - September 2014
Colliers-International June 2013 - August 2013
Patagonia June 2013 - August 2013
Education
Union College 2012 — 2016
St. Ignatius College Preparatory 2008 — 2012
Arbor Advisors June 2015 - Present
JMP Securities July 2014 - September 2014
Colliers-International June 2013 - August 2013
Patagonia June 2013 - August 2013
Education
Union College 2012 — 2016
St. Ignatius College Preparatory 2008 — 2012
Alex Peyser's JMP Securities Experience May 2012 - September 2013
Job Equity Research Intern at JMP Group
Industry Financial Services
Experience
JMP Securities May 2012 - September 2013
PaidPunch January 2012 - August 2012
Kim Grant Tennis Academy 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, C, Social Media
Education
University of San Diego 2010 — 2014
Economics, Junior
Woodside Priory High School 2006 — 2010
JMP Securities May 2012 - September 2013
PaidPunch January 2012 - August 2012
Kim Grant Tennis Academy 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, C, Social Media
Education
University of San Diego 2010 — 2014
Economics, Junior
Woodside Priory High School 2006 — 2010
Victoria Chen Victoria Chen's JMP Securities Experience June 2012 - August 2012
Job Senior Associate Consultant Data & Analytics Technologies at PwC
Industry Information Technology and Services
Experience
PwC August 2015 - Present
PwC Advisory August 2013 - August 2014
JMP Securities June 2012 - August 2012
Haas School of Business June 2012 - August 2012
CSRware, Inc. June 2011 - August 2011
Lester Center for Entrepreneurship May 2010 - August 2011
Lester Center for Entrepreneurship and Innovation September 2010 - May 2011
Stanford University June 2010 - August 2010
Skills
Market Research, Financial Modeling, Entrepreneurship, Competitive Analysis, Corporate Finance, Product Management, Marketing, Business Development, Research, Strategy, Microsoft Office, Social Media, Butter, Marketing Strategy, Microsoft Excel, Analysis, Program Management, Strategic Planning, Team Leadership, Social Media Marketing, Business Planning, Leadership, Valuation, Project Management, Venture Capital, Start-ups, Management Consulting, Financial Analysis, Salesforce.com, Business Strategy, Analytics, Economics, Data Analysis
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science in Business Administration
Lynbrook High School
PwC August 2015 - Present
PwC Advisory August 2013 - August 2014
JMP Securities June 2012 - August 2012
Haas School of Business June 2012 - August 2012
CSRware, Inc. June 2011 - August 2011
Lester Center for Entrepreneurship May 2010 - August 2011
Lester Center for Entrepreneurship and Innovation September 2010 - May 2011
Stanford University June 2010 - August 2010
Skills
Market Research, Financial Modeling, Entrepreneurship, Competitive Analysis, Corporate Finance, Product Management, Marketing, Business Development, Research, Strategy, Microsoft Office, Social Media, Butter, Marketing Strategy, Microsoft Excel, Analysis, Program Management, Strategic Planning, Team Leadership, Social Media Marketing, Business Planning, Leadership, Valuation, Project Management, Venture Capital, Start-ups, Management Consulting, Financial Analysis, Salesforce.com, Business Strategy, Analytics, Economics, Data Analysis
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science in Business Administration
Lynbrook High School
Corey Elliott Corey Elliott's JMP Securities Experience October 2012 - May 2013
Job Investment Banking Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. June 2014 - Present
JMP Securities October 2012 - May 2013
Education
University of California, Berkeley
Bachelor of Science, Business Administration
Stephens Inc. June 2014 - Present
JMP Securities October 2012 - May 2013
Education
University of California, Berkeley
Bachelor of Science, Business Administration
Theo Farge's JMP Securities Experience June 2014 - Present
Job Associate at JMP Securities
Industry Banking
Experience
JMP Securities June 2014 - Present
Alvarez & Marsal October 2013 - May 2014
Alvarez & Marsal September 2011 - September 2013
Morgan Stanley June 2008 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Due Diligence, Capital Markets, Mergers & Acquisitions, LBO, Equities, Hedge Funds, Corporate Finance, Financial Analysis, Portfolio Management, Finance, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
JMP Securities June 2014 - Present
Alvarez & Marsal October 2013 - May 2014
Alvarez & Marsal September 2011 - September 2013
Morgan Stanley June 2008 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Due Diligence, Capital Markets, Mergers & Acquisitions, LBO, Equities, Hedge Funds, Corporate Finance, Financial Analysis, Portfolio Management, Finance, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
Warren Williamson Warren Williamson's JMP Securities Experience July 2013 - Present
Job Investment Banking Analyst at JMP Securities
Industry Financial Services
Experience
JMP Securities July 2013 - Present
JMP Securities June 2012 - August 2012
Education
University of California, Berkeley 2009 — 2013
Environmental Economics and Policy
Loyola High School 2005 — 2009
High School
JMP Securities July 2013 - Present
JMP Securities June 2012 - August 2012
Education
University of California, Berkeley 2009 — 2013
Environmental Economics and Policy
Loyola High School 2005 — 2009
High School
Kevin Zell's JMP Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at JMP Securities
Industry Investment Banking
Experience
JMP Securities June 2015 - Present
Works of Kindness Foundation December 2014 - Present
Undergraduate Interfraternity Council at CU Boulder December 2014 - Present
LogRhythm September 2014 - May 2015
Gamma Kappa Chapter of Sigma Nu Fraternity November 2013 - December 2014
SpotRight Inc. August 2013 - June 2014
Startup CU February 2013 - June 2014
First Funder October 2011 - April 2014
Spinnakr June 2013 - August 2013
Skills
Entrepreneurship, Start-ups, Marketing, Social Media, Social Media Marketing, Online Marketing, Business Development, Social Networking, Leadership, Strategic Planning, Microsoft Office, Marketing Strategy, Public Speaking, Microsoft Excel, Online Advertising, Business Strategy, PowerPoint, Event Management, Finance, Value Investing, Microsoft Word
Education
University of Colorado at Boulder 2012 — 2016
Bachelor of Business Administration (B.B.A.), Information Technology, Finance, Entrepreneurship
James Madison High School 2008 — 2012
Advance Placement Diploma, High School/Secondary Diplomas and Certificates, 3.9
JMP Securities June 2015 - Present
Works of Kindness Foundation December 2014 - Present
Undergraduate Interfraternity Council at CU Boulder December 2014 - Present
LogRhythm September 2014 - May 2015
Gamma Kappa Chapter of Sigma Nu Fraternity November 2013 - December 2014
SpotRight Inc. August 2013 - June 2014
Startup CU February 2013 - June 2014
First Funder October 2011 - April 2014
Spinnakr June 2013 - August 2013
Skills
Entrepreneurship, Start-ups, Marketing, Social Media, Social Media Marketing, Online Marketing, Business Development, Social Networking, Leadership, Strategic Planning, Microsoft Office, Marketing Strategy, Public Speaking, Microsoft Excel, Online Advertising, Business Strategy, PowerPoint, Event Management, Finance, Value Investing, Microsoft Word
Education
University of Colorado at Boulder 2012 — 2016
Bachelor of Business Administration (B.B.A.), Information Technology, Finance, Entrepreneurship
James Madison High School 2008 — 2012
Advance Placement Diploma, High School/Secondary Diplomas and Certificates, 3.9
Ashley Bock's JMP Securities Experience July 2005 - May 2008
Job Realtor | Marin Luxury Real Estate
Industry Real Estate
Experience
Alain Pinel Realtors June 2013 - Present
Frank Howard Allen January 2012 - June 2013
Visa, Inc. June 2008 - January 2010
JMP Securities July 2005 - May 2008
KPMG 2003 - 2005
CHD Meridian Healthcare November 2001 - March 2003
Healthways May 1998 - July 2001
Skills
Real Estate, Due Diligence, Investments, Financial Analysis, Residential Homes, Valuation, Sales, Management, Corporate Finance, Negotiation, Budgets, Business Strategy, Project Management, Business Planning, Marketing, Investment Properties, Investors, Contract Negotiation, Sellers, Real Estate Transactions, Buyers, Home Staging, Finance, Strategic Planning
Education
University of Louisville 1995 — 1998
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Kentucky 1990 — 1994
Bachelor of Arts (B.A.), Art History
Alain Pinel Realtors June 2013 - Present
Frank Howard Allen January 2012 - June 2013
Visa, Inc. June 2008 - January 2010
JMP Securities July 2005 - May 2008
KPMG 2003 - 2005
CHD Meridian Healthcare November 2001 - March 2003
Healthways May 1998 - July 2001
Skills
Real Estate, Due Diligence, Investments, Financial Analysis, Residential Homes, Valuation, Sales, Management, Corporate Finance, Negotiation, Budgets, Business Strategy, Project Management, Business Planning, Marketing, Investment Properties, Investors, Contract Negotiation, Sellers, Real Estate Transactions, Buyers, Home Staging, Finance, Strategic Planning
Education
University of Louisville 1995 — 1998
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Kentucky 1990 — 1994
Bachelor of Arts (B.A.), Art History
Austin Smith Austin Smith's JMP Securities Experience September 2014 - Present
Job Vice President, Healthcare Group at JMP Securities
Industry Investment Banking
Experience
JMP Securities September 2014 - Present
Houlihan Lokey October 2010 - September 2014
Sports Foundation September 2009 - October 2010
BIO-IB March 2007 - November 2008
Goldsmith Agio Helms February 2006 - October 2006
BIO-IB June 2004 - July 2005
Harlem Small Business Initiative January 2004 - May 2004
Computershare Analytics June 1999 - July 2003
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
University of Maryland College Park 1996 — 1999
BA, Economics
JMP Securities September 2014 - Present
Houlihan Lokey October 2010 - September 2014
Sports Foundation September 2009 - October 2010
BIO-IB March 2007 - November 2008
Goldsmith Agio Helms February 2006 - October 2006
BIO-IB June 2004 - July 2005
Harlem Small Business Initiative January 2004 - May 2004
Computershare Analytics June 1999 - July 2003
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
University of Maryland College Park 1996 — 1999
BA, Economics
Greg Rivers Greg Rivers's JMP Securities Experience August 2003 - August 2008
Job Managing Director at Steelhead Advisors LLC
Industry Investment Banking
Experience
JMP Securities August 2003 - August 2008
Robertson Stephens December 1999 - October 2003
Pricewaterhouse Coopers August 1988 - November 1999
Skills
Mergers, Corporate Finance, Investment Banking, IPO, Private Placements, Management Consulting, Corporate Development, Venture Capital, Private Equity, Financial Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1995
Masters Business Administration
University of Southern California 1983 — 1987
BA
JMP Securities August 2003 - August 2008
Robertson Stephens December 1999 - October 2003
Pricewaterhouse Coopers August 1988 - November 1999
Skills
Mergers, Corporate Finance, Investment Banking, IPO, Private Placements, Management Consulting, Corporate Development, Venture Capital, Private Equity, Financial Structuring
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1995
Masters Business Administration
University of Southern California 1983 — 1987
BA
Kate Holt's JMP Securities Experience November 2004 - May 2007
Job Freelance Writer + Product Marketing Manager
Industry Internet
Experience
FitStar April 2015 - Present
AOL December 2012 - November 2014
AOL March 2012 - December 2012
AOL January 2012 - March 2012
AOL October 2010 - December 2011
McCann Worldgroup October 2007 - October 2010
Ninth House May 2007 - October 2007
JMP Securities November 2004 - May 2007
Anglo American School January 2004 - August 2004
Skills
Project Management, Social Media, Event Planning, Digital Marketing, Social Networking, Marketing Communications, Email Marketing, Marketing Strategy, Event Management, Project Planning, Product Marketing, Editing
Education
University of California, Berkeley 1999 — 2003
BA, Italian Studies, Film Studies
Universita di Bologna 2001 — 2002
Focus: Film Theory, Italian Cinema, Art History
FitStar April 2015 - Present
AOL December 2012 - November 2014
AOL March 2012 - December 2012
AOL January 2012 - March 2012
AOL October 2010 - December 2011
McCann Worldgroup October 2007 - October 2010
Ninth House May 2007 - October 2007
JMP Securities November 2004 - May 2007
Anglo American School January 2004 - August 2004
Skills
Project Management, Social Media, Event Planning, Digital Marketing, Social Networking, Marketing Communications, Email Marketing, Marketing Strategy, Event Management, Project Planning, Product Marketing, Editing
Education
University of California, Berkeley 1999 — 2003
BA, Italian Studies, Film Studies
Universita di Bologna 2001 — 2002
Focus: Film Theory, Italian Cinema, Art History
Daniel Gedney's JMP Securities Experience July 2009 - May 2011
Job Vice President at Gauge Capital
Industry Venture Capital & Private Equity
Experience
Gauge Capital May 2015 - Present
H.I.G. Capital May 2014 - May 2015
H.I.G. Capital May 2011 - May 2014
JMP Securities July 2009 - May 2011
JMP Securities July 2006 - July 2009
Education
University of Notre Dame 2002 — 2006
B.B.A., Finance
Gauge Capital May 2015 - Present
H.I.G. Capital May 2014 - May 2015
H.I.G. Capital May 2011 - May 2014
JMP Securities July 2009 - May 2011
JMP Securities July 2006 - July 2009
Education
University of Notre Dame 2002 — 2006
B.B.A., Finance
Philip Cooke Philip Cooke's JMP Securities Experience August 2009 - June 2010
Job Crossover Capital LLC
Industry Financial Services
Experience
Crossover Capital LLC September 2015 - Present
Forward Management March 2014 - August 2015
Insikt Inc. May 2013 - March 2014
Barclays Wealth June 2010 - May 2013
JMP Securities August 2009 - June 2010
Credit Suisse June 2007 - December 2008
Ascend Capital June 2006 - June 2007
Morgan Stanley June 2000 - June 2006
SBC Warburg April 1994 - June 2000
Skills
Banking, Alternative Investments, Pensions, Relationship Management, Asset Allocation, Retail Banking, Asset Management, Credit, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Securities, Bonds, Wealth, Investment Management, Structured Products, Funding, Structured Finance, Wealth Management..., Options, Finance, Cross Selling, Equity Derivatives, High Net Worth..., Hedging, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, Fixed Income
Education
University of San Diego 1990 — 1992
BA, Sociology
Crossover Capital LLC September 2015 - Present
Forward Management March 2014 - August 2015
Insikt Inc. May 2013 - March 2014
Barclays Wealth June 2010 - May 2013
JMP Securities August 2009 - June 2010
Credit Suisse June 2007 - December 2008
Ascend Capital June 2006 - June 2007
Morgan Stanley June 2000 - June 2006
SBC Warburg April 1994 - June 2000
Skills
Banking, Alternative Investments, Pensions, Relationship Management, Asset Allocation, Retail Banking, Asset Management, Credit, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Securities, Bonds, Wealth, Investment Management, Structured Products, Funding, Structured Finance, Wealth Management..., Options, Finance, Cross Selling, Equity Derivatives, High Net Worth..., Hedging, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, Fixed Income
Education
University of San Diego 1990 — 1992
BA, Sociology
Kevane Wong Kevane Wong's JMP Securities Experience August 2002 - June 2013
Job
Industry Investment Banking
Experience
Blue Shield of California November 2014 - Present
Corporate Diligence Specialists July 2013 - November 2014
JMP Securities August 2002 - June 2013
Private Consultant May 2001 - August 2002
InterBex Corporation August 2000 - May 2001
Jefferies & Company July 1996 - August 2000
Transglobal Investments/Paulson Investment Company June 1994 - February 1996
Skills
Building Relationships, Business Analysis, Business Communications, Business Planning, Business Writing, Competitive Analysis, Corporate Finance, Capital Markets, Data Analysis, Emerging Trends, Equities, Equity Research, Financial Modeling, Financial Services, Idea Generation, Investment Banking, Investments, Investors, Manage Client..., Pitching Ideas, Relationship Management, Start-ups, Valuation, Written & Oral..., IPO, Forecasting, Securities
Education
University of California, Davis - Graduate School of Management 1993 — 1995
MBA, Finance/Accounting
University of California, Berkeley 1984 — 1988
BA, Religious Studies
Blue Shield of California November 2014 - Present
Corporate Diligence Specialists July 2013 - November 2014
JMP Securities August 2002 - June 2013
Private Consultant May 2001 - August 2002
InterBex Corporation August 2000 - May 2001
Jefferies & Company July 1996 - August 2000
Transglobal Investments/Paulson Investment Company June 1994 - February 1996
Skills
Building Relationships, Business Analysis, Business Communications, Business Planning, Business Writing, Competitive Analysis, Corporate Finance, Capital Markets, Data Analysis, Emerging Trends, Equities, Equity Research, Financial Modeling, Financial Services, Idea Generation, Investment Banking, Investments, Investors, Manage Client..., Pitching Ideas, Relationship Management, Start-ups, Valuation, Written & Oral..., IPO, Forecasting, Securities
Education
University of California, Davis - Graduate School of Management 1993 — 1995
MBA, Finance/Accounting
University of California, Berkeley 1984 — 1988
BA, Religious Studies
Marianne Moser Marianne Moser's JMP Securities Experience 2010 - September 2012
Job Financial Services Industry
Industry Financial Services
Experience
Osterweis Capital Management 2013 - Present
Maverick Capital September 2012 - 2013
JMP Securities 2010 - September 2012
DEUTSCHE BANK / RREEF 2002 - 2009
CUSHMAN & WAKEFIELD 2004 - 2005
Frette 2002 - 2005
Skills
Real Estate, Investments, Project Management, Residential Homes, Commercial Real Estate, Real Estate Development, Retail, Property Management, Valuation, Due Diligence, Marketing, Investment Properties
Education
COLUMBIA UNIVERSITY 2005 — 2006
Master of Science, Real Estate Development
University of California, Berkeley
BA City Planning, emphasis in Architecture
Osterweis Capital Management 2013 - Present
Maverick Capital September 2012 - 2013
JMP Securities 2010 - September 2012
DEUTSCHE BANK / RREEF 2002 - 2009
CUSHMAN & WAKEFIELD 2004 - 2005
Frette 2002 - 2005
Skills
Real Estate, Investments, Project Management, Residential Homes, Commercial Real Estate, Real Estate Development, Retail, Property Management, Valuation, Due Diligence, Marketing, Investment Properties
Education
COLUMBIA UNIVERSITY 2005 — 2006
Master of Science, Real Estate Development
University of California, Berkeley
BA City Planning, emphasis in Architecture
Claire Cornell Claire Cornell's JMP Securities Experience June 2011 - Present
Job Associate Capital Markets at JMP Securities
Industry Financial Services
Experience
JMP Securities June 2011 - Present
JMP Securities June 2008 - May 2011
Skills
Series 7, Series 63, Financial Modeling, Capital Markets, Investments, Hedge Funds, Marketing, Social Media, Investor Relations
Education
University of Colorado Boulder 2002 — 2006
BA, Journalism and Mass Communication
Anderson High School 1998 — 2002
JMP Securities June 2011 - Present
JMP Securities June 2008 - May 2011
Skills
Series 7, Series 63, Financial Modeling, Capital Markets, Investments, Hedge Funds, Marketing, Social Media, Investor Relations
Education
University of Colorado Boulder 2002 — 2006
BA, Journalism and Mass Communication
Anderson High School 1998 — 2002
Alex MacCormick's JMP Securities Experience August 2008 - December 2010
Job Center Lane, LLC Paragraph IV & Patent Litigation Tracking... amaccormick@centerlanellc.com
Industry Pharmaceuticals
Experience
Center Lane, LLC January 2011 - Present
JMP Securities August 2008 - December 2010
ThinkEquity August 2005 - August 2008
UBS 2001 - 2005
Bear, Stearns 2000 - 2001
Rocko Slick Productions 1993 - 2000
Skills
Pharmaceutical Industry, Business Development, Competitive Analysis, Hedge Funds, Healthcare, Investments, Market Analysis, Financial Analysis, Pharmaceutics, Patent Litigation
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Finance
Western State College 1988 — 1992
BA, Communications
University of San Francisco 1991 — 1991
Holderness 1985 — 1988
Center Lane, LLC January 2011 - Present
JMP Securities August 2008 - December 2010
ThinkEquity August 2005 - August 2008
UBS 2001 - 2005
Bear, Stearns 2000 - 2001
Rocko Slick Productions 1993 - 2000
Skills
Pharmaceutical Industry, Business Development, Competitive Analysis, Hedge Funds, Healthcare, Investments, Market Analysis, Financial Analysis, Pharmaceutics, Patent Litigation
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Finance
Western State College 1988 — 1992
BA, Communications
University of San Francisco 1991 — 1991
Holderness 1985 — 1988
Ivan Deryugin Ivan Deryugin's JMP Securities Experience July 2015 - Present
Job Investment Banking Analyst at JMP Securities
Industry Investment Banking
Experience
JMP Securities July 2015 - Present
Skills
Trend Analysis, Russian, Technology Trends, Financial Analysis, History, Stock Market, Equity Research, Investments, Asset Management, Asset Allocation, Finance, Analysis, Investment Banking, Portfolio Management, Microsoft Excel, Microsoft Office, Equities, Financial Modeling, Research, PowerPoint, Economics, Valuation, Microsoft Word, Social Media, Corporate Finance, Data Analysis, Bloomberg, Capital Markets
Education
Vanderbilt University 2012 — 2015
Bachelor of Arts (B.A.), Economics, Political Science
University of California, Santa Barbara 2011 — 2012
Bachelor of Arts (B.A.), Economics & Accounting
JMP Securities July 2015 - Present
Skills
Trend Analysis, Russian, Technology Trends, Financial Analysis, History, Stock Market, Equity Research, Investments, Asset Management, Asset Allocation, Finance, Analysis, Investment Banking, Portfolio Management, Microsoft Excel, Microsoft Office, Equities, Financial Modeling, Research, PowerPoint, Economics, Valuation, Microsoft Word, Social Media, Corporate Finance, Data Analysis, Bloomberg, Capital Markets
Education
Vanderbilt University 2012 — 2015
Bachelor of Arts (B.A.), Economics, Political Science
University of California, Santa Barbara 2011 — 2012
Bachelor of Arts (B.A.), Economics & Accounting
Frank Slacik Frank Slacik's JMP Securities Experience 2001 - 2005
Job CFO with startup and growth curve experience
Industry Financial Services
Experience
Personal Investment 2012 - Present
ThinkEquity LLC 2009 - 2012
FOCUS LLC 2008 - 2009
E*TRADE 2006 - 2007
JMP Securities 2001 - 2005
StockPower Inc. 1999 - 2001
Citibank - Prague 1997 - 1999
Skills
Finance, Investment Banking, Start-ups, Management, Mergers & Acquisitions, Restructuring, Equities, Mergers, Financial Modeling, E-commerce, Financial Analysis, Business Strategy, Strategy, Valuation, Hedge Funds, Investment Management, Due Diligence, Managerial Finance, Corporate Finance, Accounting, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Business Strategy
University of California, Berkeley, Haas School of Business 1980 — 1984
BS, Accounting
Personal Investment 2012 - Present
ThinkEquity LLC 2009 - 2012
FOCUS LLC 2008 - 2009
E*TRADE 2006 - 2007
JMP Securities 2001 - 2005
StockPower Inc. 1999 - 2001
Citibank - Prague 1997 - 1999
Skills
Finance, Investment Banking, Start-ups, Management, Mergers & Acquisitions, Restructuring, Equities, Mergers, Financial Modeling, E-commerce, Financial Analysis, Business Strategy, Strategy, Valuation, Hedge Funds, Investment Management, Due Diligence, Managerial Finance, Corporate Finance, Accounting, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Business Strategy
University of California, Berkeley, Haas School of Business 1980 — 1984
BS, Accounting
Ari Sigal Ari Sigal's JMP Securities Experience December 2011 - May 2012
Job Product Marketing Manager at Twilio, Inc.
Industry Computer Software
Experience
Twilio, Inc. December 2014 - Present
Twilio, Inc. December 2013 - December 2014
Twilio, Inc. March 2013 - December 2013
Chopper Trading, LLC 2012 - 2013
PCBB Capital Markets June 2012 - December 2012
JMP Securities December 2011 - May 2012
Masters of Financial Engineering Program at Haas School of Business September 2009 - December 2011
PC Guardian June 2008 - September 2008
Skills
Financial Modeling, Competitive Analysis, Valuation, Microsoft Excel, Financial Analysis, Market Research, Research, PowerPoint, Investments, Bloomberg, Portfolio Management, Financial Services, Big Data, Sales, CRM databases, Salesforce.com, Lead Generation, Trading, Derivatives, Investment Banking, Capital IQ, Statistics, Finance, Fixed Income, Equity Research, Data Analysis, Corporate Finance, Management, Options, Series 7, Hedge Funds, Risk Management
Education
University of California, Berkeley
B.A, Economics
Redwood High School
Twilio, Inc. December 2014 - Present
Twilio, Inc. December 2013 - December 2014
Twilio, Inc. March 2013 - December 2013
Chopper Trading, LLC 2012 - 2013
PCBB Capital Markets June 2012 - December 2012
JMP Securities December 2011 - May 2012
Masters of Financial Engineering Program at Haas School of Business September 2009 - December 2011
PC Guardian June 2008 - September 2008
Skills
Financial Modeling, Competitive Analysis, Valuation, Microsoft Excel, Financial Analysis, Market Research, Research, PowerPoint, Investments, Bloomberg, Portfolio Management, Financial Services, Big Data, Sales, CRM databases, Salesforce.com, Lead Generation, Trading, Derivatives, Investment Banking, Capital IQ, Statistics, Finance, Fixed Income, Equity Research, Data Analysis, Corporate Finance, Management, Options, Series 7, Hedge Funds, Risk Management
Education
University of California, Berkeley
B.A, Economics
Redwood High School
Andrew Lin's JMP Securities Experience October 2011 - January 2012
Job Sales Executive at Redzone Production Systems
Industry Computer Software
Experience
Redzone Production Systems September 2014 - Present
AnyPerk October 2013 - September 2014
PwC July 2012 - October 2013
JMP Securities October 2011 - January 2012
Skills
Financial Modeling, Business Strategy, Corporate Finance, Financial Analysis, Valuation, Economics, Financial Reporting, Accounting, Due Diligence, Data Analysis, Sales, Salesforce.com, Sales Strategy, Auditing, Financial Accounting, Private Equity, Microsoft Excel, Finance, Investment Banking, Mergers & Acquisitions, Management Consulting, Risk Management, Investments, PowerPoint, Analysis, Strategic Financial..., Merchant Services, Process Improvement, Business Development, Competitive Analysis, Start-ups, Management
Education
University of California, Berkeley
Bachelor’s Degree, Economics
Redzone Production Systems September 2014 - Present
AnyPerk October 2013 - September 2014
PwC July 2012 - October 2013
JMP Securities October 2011 - January 2012
Skills
Financial Modeling, Business Strategy, Corporate Finance, Financial Analysis, Valuation, Economics, Financial Reporting, Accounting, Due Diligence, Data Analysis, Sales, Salesforce.com, Sales Strategy, Auditing, Financial Accounting, Private Equity, Microsoft Excel, Finance, Investment Banking, Mergers & Acquisitions, Management Consulting, Risk Management, Investments, PowerPoint, Analysis, Strategic Financial..., Merchant Services, Process Improvement, Business Development, Competitive Analysis, Start-ups, Management
Education
University of California, Berkeley
Bachelor’s Degree, Economics
Jeff Cruz's JMP Securities Experience March 2006 - November 2008
Job Director at Inverness Advisors
Industry Financial Services
Experience
Inverness Advisors April 2013 - Present
Excellerate Advisors January 2011 - April 2013
JIC Advisors LLC December 2008 - January 2011
JMP Securities March 2006 - November 2008
FBR February 2004 - February 2006
SoundView Technology Group June 2003 - January 2004
Capital Group June 2001 - June 2003
Skills
Mergers, Acquisitions, Divestitures, Private Placements, Strategy Development, Mobile, Financial Analysis, Mobile Marketing, Due Diligence, Online Advertising, Social Media, Venture Capital, Mergers & Acquisitions, Mobile Devices, Strategy, Analysis, Business Development, Corporate Development, Valuation, Management, Analytics, Corporate Finance, Financial Modeling, Investment Banking
Education
University of California, Los Angeles 1996 — 2000
B.A, Business Economics, Accounting minor
Inverness Advisors April 2013 - Present
Excellerate Advisors January 2011 - April 2013
JIC Advisors LLC December 2008 - January 2011
JMP Securities March 2006 - November 2008
FBR February 2004 - February 2006
SoundView Technology Group June 2003 - January 2004
Capital Group June 2001 - June 2003
Skills
Mergers, Acquisitions, Divestitures, Private Placements, Strategy Development, Mobile, Financial Analysis, Mobile Marketing, Due Diligence, Online Advertising, Social Media, Venture Capital, Mergers & Acquisitions, Mobile Devices, Strategy, Analysis, Business Development, Corporate Development, Valuation, Management, Analytics, Corporate Finance, Financial Modeling, Investment Banking
Education
University of California, Los Angeles 1996 — 2000
B.A, Business Economics, Accounting minor
Dylan Davis's JMP Securities Experience July 2014 - Present
Job Investment Banking Analyst at JMP Securities
Industry Investment Banking
Experience
JMP Securities July 2014 - Present
Imperial Capital Bank September 2012 - December 2012
Creo Capital Advisors July 2012 - September 2012
B. Riley & Co. July 2011 - September 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Financial Analysis, Team Leadership, Private Equity, Capital IQ, Finance, Deal Execution, Bloomberg, M&A experience, Debt & Equity Financing, Business Strategy, Capital Structure, IPO, Strong Communication..., DCF, Strategy, Capital Markets, Investments, Fixed Income, Portfolio Management, Corporate Finance, LBO, Equities, Economics, Microsoft Office
Education
University of California, Irvine 2011 — 2013
Bachelor's degree, Quantitative Economics
JMP Securities July 2014 - Present
Imperial Capital Bank September 2012 - December 2012
Creo Capital Advisors July 2012 - September 2012
B. Riley & Co. July 2011 - September 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Financial Analysis, Team Leadership, Private Equity, Capital IQ, Finance, Deal Execution, Bloomberg, M&A experience, Debt & Equity Financing, Business Strategy, Capital Structure, IPO, Strong Communication..., DCF, Strategy, Capital Markets, Investments, Fixed Income, Portfolio Management, Corporate Finance, LBO, Equities, Economics, Microsoft Office
Education
University of California, Irvine 2011 — 2013
Bachelor's degree, Quantitative Economics
Jonathan Wyckoff Jonathan Wyckoff's JMP Securities Experience September 2013 - Present
Job Middle Office Associate at JMP Securities
Industry Investment Management
Experience
JMP Securities September 2013 - Present
Millennium Partners August 2012 - September 2013
AllianceBernstein (Sell side) July 2008 - August 2012
Skills
Bloomberg, Microsoft Office, Bloomberg Terminal, Omgeo Oasys, Oasys, Account Reconciliation, Series 7, Financial Reporting, Settlement, Middle Office, Options, Equities, Hedge Funds, Derivatives, Corporate Actions, Finance, Asset Management, FINRA, Investment Management, Financial Services, Trading Systems, Equity Derivatives, Investments, PowerPoint, Securities
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2005 — 2008
Bachelor of Science, Business Administration; Finance & Marketing
University of Delaware 2003 — 2005
JMP Securities September 2013 - Present
Millennium Partners August 2012 - September 2013
AllianceBernstein (Sell side) July 2008 - August 2012
Skills
Bloomberg, Microsoft Office, Bloomberg Terminal, Omgeo Oasys, Oasys, Account Reconciliation, Series 7, Financial Reporting, Settlement, Middle Office, Options, Equities, Hedge Funds, Derivatives, Corporate Actions, Finance, Asset Management, FINRA, Investment Management, Financial Services, Trading Systems, Equity Derivatives, Investments, PowerPoint, Securities
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2005 — 2008
Bachelor of Science, Business Administration; Finance & Marketing
University of Delaware 2003 — 2005
Lowell Bleiweiss Lowell Bleiweiss's JMP Securities Experience October 2014 - Present
Job Technology Investment Banking Analyst at JMP Securities
Industry Investment Banking
Experience
JMP Securities October 2014 - Present
Financial Technology Partners July 2013 - October 2014
KRG Capital May 2012 - August 2012
Q Advisors October 2011 - April 2012
Diamondback Capital June 2011 - August 2011
Skills
Research, Valuation, Financial Modeling, Due Diligence, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Mergers, Acquisitions, Venture Capital, Investments, Bloomberg, Capital Markets, Economics, Finance, Mergers & Acquisitions, LBO, M&A experience, DCF, Equities, Hedge Funds, Fixed Income, Emerging Markets, Project Finance, Capital IQ, Equity Valuation, Business Valuation, Competitive Analysis, Equity Research, Strategy
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (BS), Business Administration - Finance
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Finance
JMP Securities October 2014 - Present
Financial Technology Partners July 2013 - October 2014
KRG Capital May 2012 - August 2012
Q Advisors October 2011 - April 2012
Diamondback Capital June 2011 - August 2011
Skills
Research, Valuation, Financial Modeling, Due Diligence, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Mergers, Acquisitions, Venture Capital, Investments, Bloomberg, Capital Markets, Economics, Finance, Mergers & Acquisitions, LBO, M&A experience, DCF, Equities, Hedge Funds, Fixed Income, Emerging Markets, Project Finance, Capital IQ, Equity Valuation, Business Valuation, Competitive Analysis, Equity Research, Strategy
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (BS), Business Administration - Finance
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Finance
Conner Thomas's JMP Securities Experience July 2012 - August 2014
Job Analyst at Morgan Stanley Real Estate Investing
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
JMP Securities July 2012 - August 2014
JMP Securities May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, Corporate Finance, Hedge Funds, Equities, Capital Markets, Bloomberg
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Statistics
Morgan Stanley August 2014 - Present
JMP Securities July 2012 - August 2014
JMP Securities May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, Corporate Finance, Hedge Funds, Equities, Capital Markets, Bloomberg
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Statistics
Michael Wu Michael Wu's JMP Securities Experience September 2012 - April 2015
Job Tech Investment Banking Associate at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
JMP Securities September 2012 - April 2015
Moody's Analytics October 2011 - April 2012
Apple Inc. May 2006 - April 2011
Skills
Matlab, VBA, Monte Carlo Simulation, Financial Econometrics, Regression Analysis, Valuation Modeling, Perl, Unix Shell Scripting, R, C++, Portfolio Optimization, Bloomberg, ThomsonOne, Exotic Derivatives, Structured Products, Fixed Income Analysis, Financial Statement..., Stochastic Calculus, Electrical Design, Allegro, PCB design, System Design, Flex Circuits, Computer Architecture, Server Architecture, Mobile Architecture, PCIe, SATA, DisplayPort, RAID, Antennas, Analog Circuits, Power Management, Signal Integrity, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2011 — 2012
MFE, Master of Financial Engineering
University of California, Berkeley 2002 — 2006
B.S., Electrical Engineering and Computer Science
Citi April 2015 - Present
JMP Securities September 2012 - April 2015
Moody's Analytics October 2011 - April 2012
Apple Inc. May 2006 - April 2011
Skills
Matlab, VBA, Monte Carlo Simulation, Financial Econometrics, Regression Analysis, Valuation Modeling, Perl, Unix Shell Scripting, R, C++, Portfolio Optimization, Bloomberg, ThomsonOne, Exotic Derivatives, Structured Products, Fixed Income Analysis, Financial Statement..., Stochastic Calculus, Electrical Design, Allegro, PCB design, System Design, Flex Circuits, Computer Architecture, Server Architecture, Mobile Architecture, PCIe, SATA, DisplayPort, RAID, Antennas, Analog Circuits, Power Management, Signal Integrity, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2011 — 2012
MFE, Master of Financial Engineering
University of California, Berkeley 2002 — 2006
B.S., Electrical Engineering and Computer Science
Jihong Kim Jihong Kim's JMP Securities Experience February 2009 - September 2009
Job Investment Manager at Samsung Ventures America
Industry Venture Capital & Private Equity
Experience
Samsung Ventures America June 2012 - Present
SFG Asset Advisors September 2009 - May 2012
JMP Securities February 2009 - September 2009
HSBC Securities June 2008 - August 2008
PricewaterhouseCoopers 2005 - 2007
Skills
Financial Modeling, Valuation, Equity Research, Investments, Investment Banking, Research, Equity Valuation, Equities, Asset Managment, Bloomberg, Financial Analysis, Business Valuation, Due Diligence, Business Analysis, Management Consulting, Portfolio Management, Business Strategy, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance / Accounting
University of California, Berkeley 1996 — 2001
BS, Electrical Engineering Computer Science
Samsung Ventures America June 2012 - Present
SFG Asset Advisors September 2009 - May 2012
JMP Securities February 2009 - September 2009
HSBC Securities June 2008 - August 2008
PricewaterhouseCoopers 2005 - 2007
Skills
Financial Modeling, Valuation, Equity Research, Investments, Investment Banking, Research, Equity Valuation, Equities, Asset Managment, Bloomberg, Financial Analysis, Business Valuation, Due Diligence, Business Analysis, Management Consulting, Portfolio Management, Business Strategy, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance / Accounting
University of California, Berkeley 1996 — 2001
BS, Electrical Engineering Computer Science
Rochan Raichura Rochan Raichura's JMP Securities Experience June 2010 - March 2012
Job Morgan Stanley Prime Brokerage
Industry Financial Services
Experience
JMP Securities June 2010 - March 2012
Prudential Capital Group June 2009 - August 2009
Morgan Stanley February 2006 - July 2008
Morgan Stanley July 2003 - July 2005
Skills
Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance, Accounting
JMP Securities June 2010 - March 2012
Prudential Capital Group June 2009 - August 2009
Morgan Stanley February 2006 - July 2008
Morgan Stanley July 2003 - July 2005
Skills
Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance, Accounting
Gregor Schauer's JMP Securities Experience April 2007 - May 2008
Job
Industry Investment Banking
Experience
National Positions South Africa January 2014 - December 2014
Robert W. Baird & Co. June 2011 - June 2013
Lazard Capital Markets April 2010 - May 2011
Jefferies & Company May 2008 - July 2009
JMP Securities April 2007 - May 2008
Google April 2006 - April 2007
Google August 2003 - March 2006
Google October 2002 - July 2003
Skills
Financial Modeling, Corporate Development, Valuation, Corporate Finance, Competitive Analysis, Equities, Financial Analysis, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Equity Research, Mergers, Due Diligence, Analytics, Investments, Business Strategy, Finance, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2005
Master of Business Administration (MBA)
National Positions South Africa January 2014 - December 2014
Robert W. Baird & Co. June 2011 - June 2013
Lazard Capital Markets April 2010 - May 2011
Jefferies & Company May 2008 - July 2009
JMP Securities April 2007 - May 2008
Google April 2006 - April 2007
Google August 2003 - March 2006
Google October 2002 - July 2003
Skills
Financial Modeling, Corporate Development, Valuation, Corporate Finance, Competitive Analysis, Equities, Financial Analysis, Investment Banking, Hedge Funds, Private Equity, Capital Markets, Equity Research, Mergers, Due Diligence, Analytics, Investments, Business Strategy, Finance, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2005
Master of Business Administration (MBA)
Sean Cessna's JMP Securities Experience April 2015 - Present
Job CoHead of Healthcare Investment Banking
Industry Investment Banking
Experience
JMP Securities April 2015 - Present
JMP Securities May 2011 - Present
Piper Jaffray January 2007 - April 2011
RBC Capital Markets July 2002 - January 2007
Lehman Brothers 2001 - 2001
Geneva Companies (Citigroup) 1997 - August 2000
Skills
Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Banking, Private Equity, Capital, Mergers, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Corporate Finance, Venture Capital, IPO, Finance, Capital Markets, Business Development, Corporate Development, Due Diligence, Equities, Financial Analysis, M&A experience, Biotechnology, Life Science Industry, Biopharmaceuticals
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Oregon 1994 — 1996
BS
JMP Securities April 2015 - Present
JMP Securities May 2011 - Present
Piper Jaffray January 2007 - April 2011
RBC Capital Markets July 2002 - January 2007
Lehman Brothers 2001 - 2001
Geneva Companies (Citigroup) 1997 - August 2000
Skills
Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Banking, Private Equity, Capital, Mergers, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Corporate Finance, Venture Capital, IPO, Finance, Capital Markets, Business Development, Corporate Development, Due Diligence, Equities, Financial Analysis, M&A experience, Biotechnology, Life Science Industry, Biopharmaceuticals
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Oregon 1994 — 1996
BS
Cindy Wilcox's JMP Securities Experience 2007 - 2008
Job Experienced financial professional with expertise in equity research seeking new role in financial analysis or research
Industry Banking
Experience
Financial Women of San Francisco 2013 - 2013
Anderson & Schmidt Insurance Agency 2010 - 2012
Palo Alto Venture Architects 2008 - 2010
JMP Securities 2007 - 2008
Intel Corporation 2005 - 2006
Federal Reserve Bank of Richmond 2003 - 2004
National City Corporation 2002 - 2003
Skills
Equity Research Analysis, External Audit, DCF Valuation, Enterprise Valuation, Cash Flow Forecasting, Operational Risk..., Financial Modeling, New Business Development, Maintaining Strong...
Education
Thunderbird School of Global Management 2000 — 2000
MIM, International Business
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
MBA, Finance
Financial Women of San Francisco 2013 - 2013
Anderson & Schmidt Insurance Agency 2010 - 2012
Palo Alto Venture Architects 2008 - 2010
JMP Securities 2007 - 2008
Intel Corporation 2005 - 2006
Federal Reserve Bank of Richmond 2003 - 2004
National City Corporation 2002 - 2003
Skills
Equity Research Analysis, External Audit, DCF Valuation, Enterprise Valuation, Cash Flow Forecasting, Operational Risk..., Financial Modeling, New Business Development, Maintaining Strong...
Education
Thunderbird School of Global Management 2000 — 2000
MIM, International Business
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
MBA, Finance
Sara Pralle's JMP Securities Experience June 2003 - December 2005
Job Institutional Sales at Topeka Capital Markets
Industry Capital Markets
Experience
Topeka Capital Markets, Inc June 2014 - Present
UBS December 2005 - January 2014
JMP Securities June 2003 - December 2005
JMP Securities October 2001 - June 2003
Thomas Weisel Partners June 2000 - August 2001
Dain Rauscher Wessels June 1995 - June 2000
Skills
Equities, Equity Capital Markets, Series 7, Equity Research, Investment Strategies, Financial Markets, Series 63, Capital Markets, Financial Services, Investments, Securities, Asset Allocation, Alternative Investments
Education
University of Minnesota-Twin Cities
BA
Topeka Capital Markets, Inc June 2014 - Present
UBS December 2005 - January 2014
JMP Securities June 2003 - December 2005
JMP Securities October 2001 - June 2003
Thomas Weisel Partners June 2000 - August 2001
Dain Rauscher Wessels June 1995 - June 2000
Skills
Equities, Equity Capital Markets, Series 7, Equity Research, Investment Strategies, Financial Markets, Series 63, Capital Markets, Financial Services, Investments, Securities, Asset Allocation, Alternative Investments
Education
University of Minnesota-Twin Cities
BA
Mercedes Broening's JMP Securities Experience October 2010 - Present
Job CIO, Managing Director, JMP Securities
Industry Investment Banking
Experience
JMP Securities October 2010 - Present
JMP Securities October 2009 - October 2010
JMP Securities July 2007 - October 2009
Tularik, Inc July 1998 - November 2004
Skills
Cloud Computing, Trading Systems, Disaster Recovery, Equities, Management, Project Management, Software Development, Enterprise Software, IT Operations, Information Technology
Education
University of California, Berkeley, Haas School of Business 2015 — 2016
Master of Business Administration (MBA), Executive MBA
University of California, Berkeley 1992 — 1996
BA, Chemistry
JMP Securities October 2010 - Present
JMP Securities October 2009 - October 2010
JMP Securities July 2007 - October 2009
Tularik, Inc July 1998 - November 2004
Skills
Cloud Computing, Trading Systems, Disaster Recovery, Equities, Management, Project Management, Software Development, Enterprise Software, IT Operations, Information Technology
Education
University of California, Berkeley, Haas School of Business 2015 — 2016
Master of Business Administration (MBA), Executive MBA
University of California, Berkeley 1992 — 1996
BA, Chemistry
Robert Goddard's JMP Securities Experience 2001 - 2007
Job Institutional Sales Trading at Penserra Securities, LLC.
Industry Investment Banking
Experience
Penserra Securities March 2009 - Present
Screaming Eagle Trading July 2008 - January 2009
JMP Securities 2001 - 2007
BancAmerica Securities, NationsbancMontgomery Securities, Montgomery Securities 1989 - 1999
Kidder Peabody & Co. 1985 - 1989
Skills
Equity Trading, Trading Systems, Investments, Series 63, Equities, Series 7, Alternative Investments, Trading, Fixed Income, Electronic Trading, Capital Markets
Education
University of California, Berkeley 1980 — 1984
Conservation Resource Studies, Environment, Energy, Economics
Penserra Securities March 2009 - Present
Screaming Eagle Trading July 2008 - January 2009
JMP Securities 2001 - 2007
BancAmerica Securities, NationsbancMontgomery Securities, Montgomery Securities 1989 - 1999
Kidder Peabody & Co. 1985 - 1989
Skills
Equity Trading, Trading Systems, Investments, Series 63, Equities, Series 7, Alternative Investments, Trading, Fixed Income, Electronic Trading, Capital Markets
Education
University of California, Berkeley 1980 — 1984
Conservation Resource Studies, Environment, Energy, Economics
David Trone's JMP Securities Experience July 2010 - August 2013
Job Director of Equity Research at MKM Partners
Industry Investment Banking
Experience
MKM Partners November 2013 - Present
JMP Securities July 2010 - August 2013
Fox-Pitt, Kelton July 2004 - June 2010
Prudential Securities 2000 - July 2004
Credit Suisse First Boston 1996 - 2000
Skills
Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Financial Modeling, Series 7, Investments, Asset Managment, Mergers, Corporate Finance, Securities, Corporate Development, Banking, Finance, Mergers
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1982 — 1987
Bachelor of Science (BS), Computer Science
MKM Partners November 2013 - Present
JMP Securities July 2010 - August 2013
Fox-Pitt, Kelton July 2004 - June 2010
Prudential Securities 2000 - July 2004
Credit Suisse First Boston 1996 - 2000
Skills
Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Financial Modeling, Series 7, Investments, Asset Managment, Mergers, Corporate Finance, Securities, Corporate Development, Banking, Finance, Mergers
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1982 — 1987
Bachelor of Science (BS), Computer Science
Sandy Draper's JMP Securities Experience 2005 - 2007
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
Raymond James May 2007 - January 2014
JMP Securities 2005 - 2007
Deutsche Bank 2003 - 2004
Robinson Humphrey 1998 - 2003
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Asset Management, Venture Capital, Equity Research, Investment Banking, Mergers, Chartered Financial..., Valuation, Private Equity, Alternative Investments
Education
The University of Georgia 1993 — 1995
M.A., English
University of Virginia 1984 — 1988
B.A., English
SunTrust Robinson Humphrey February 2014 - Present
Raymond James May 2007 - January 2014
JMP Securities 2005 - 2007
Deutsche Bank 2003 - 2004
Robinson Humphrey 1998 - 2003
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Asset Management, Venture Capital, Equity Research, Investment Banking, Mergers, Chartered Financial..., Valuation, Private Equity, Alternative Investments
Education
The University of Georgia 1993 — 1995
M.A., English
University of Virginia 1984 — 1988
B.A., English
Adrienne Tam's JMP Securities Experience September 2008 - March 2010
Job Director, Compliance at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
Scott Kremeier's JMP Securities Experience May 2007 - December 2013
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey February 2014 - Present
JMP Securities May 2007 - December 2013
Houlihan Lokey Howard and Zukin July 2006 - May 2007
Harrah's Entertainment June 2004 - June 2006
US Navy May 1995 - March 2003
Skills
Private Equity, Equities, Investments, Venture Capital, Asset Managment, Capital Markets, Business Strategy, Portfolio Management, Strategic Planning, Risk Management, Analysis, Financial Modeling, Investment Banking
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
United States Naval Academy 1991 — 1995
Bachelor of Science (B.S.), Political Science and Government
Houlihan Lokey February 2014 - Present
JMP Securities May 2007 - December 2013
Houlihan Lokey Howard and Zukin July 2006 - May 2007
Harrah's Entertainment June 2004 - June 2006
US Navy May 1995 - March 2003
Skills
Private Equity, Equities, Investments, Venture Capital, Asset Managment, Capital Markets, Business Strategy, Portfolio Management, Strategic Planning, Risk Management, Analysis, Financial Modeling, Investment Banking
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
United States Naval Academy 1991 — 1995
Bachelor of Science (B.S.), Political Science and Government
Jackie Kilian's JMP Securities Experience 1999 - 2005
Job Independent School Board Member
Industry Nonprofit Organization Management
Experience
The Hamlin School 2001 - Present
JMP Securities 1999 - 2005
BT Alex. Brown 1995 - 1999
Skills
Fundraising, Nonprofits, Volunteer Management, Event Planning, Public Speaking, Program Development, Community Outreach, Social Media, Research, Grant Writing, Finance, Event Management, Editing, Public Relations, Teaching, Media Relations, Press Releases, Leadership, Philanthropy, Data Analysis
Education
University of Pennsylvania 1987 — 1991
The Hamlin School 2001 - Present
JMP Securities 1999 - 2005
BT Alex. Brown 1995 - 1999
Skills
Fundraising, Nonprofits, Volunteer Management, Event Planning, Public Speaking, Program Development, Community Outreach, Social Media, Research, Grant Writing, Finance, Event Management, Editing, Public Relations, Teaching, Media Relations, Press Releases, Leadership, Philanthropy, Data Analysis
Education
University of Pennsylvania 1987 — 1991
Judy Liou's JMP Securities Experience AssociateShattuck Hammond PartnersSeptember 2001 - January 2005
Job Vice President at JMP Securities
Industry Investment Banking
Experience
JMP Securities AssociateShattuck Hammond PartnersSeptember 2001 - January 2005
Education
University of California, Berkeley 1996 — 1999
University of California, Berkeley, Haas School of Business
JMP Securities AssociateShattuck Hammond PartnersSeptember 2001 - January 2005
Education
University of California, Berkeley 1996 — 1999
University of California, Berkeley, Haas School of Business
Victoria Fontillas's JMP Securities Experience September 2006 - October 2006
Job Senior Investment Integrity Specialist at The Online 401(k)
Industry Investment Management
Experience
Better Homes and Gardens Mason-McDuffie Real Estate October 2011 - Present
The Online 401(k) February 2011 - Present
The Online 401(k) Company January 2009 - January 2011
Victoria Investments June 2008 - November 2008
the Brookings Institution October 2007 - November 2008
EARN October 2007 - May 2008
University of California, Berkeley & University of San Francisco May 2007 - July 2007
University of San Francisco 2007 - 2007
JMP Securities September 2006 - October 2006
State Senator Carole Migden March 2005 - March 2006
Skills
Policy Analysis, Stata
Education
University of San Francisco 2006 — 2008
M.A., International Development and Economics
University of San Francisco 2002 — 2006
B.A., Sociology
Better Homes and Gardens Mason-McDuffie Real Estate October 2011 - Present
The Online 401(k) February 2011 - Present
The Online 401(k) Company January 2009 - January 2011
Victoria Investments June 2008 - November 2008
the Brookings Institution October 2007 - November 2008
EARN October 2007 - May 2008
University of California, Berkeley & University of San Francisco May 2007 - July 2007
University of San Francisco 2007 - 2007
JMP Securities September 2006 - October 2006
State Senator Carole Migden March 2005 - March 2006
Skills
Policy Analysis, Stata
Education
University of San Francisco 2006 — 2008
M.A., International Development and Economics
University of San Francisco 2002 — 2006
B.A., Sociology
Tony Avila's JMP Securities Experience 2002 - 2008
Job Managing Principal Encore
Industry Real Estate
Experience
Encore Housing Opportunity Fund April 2009 - Present
Builder Advisor Group January 1996 - Present
JMP Securities 2002 - 2008
Montgomery Securities/Banc of America Securities 1996 - 2002
Andersen Consulting 1990 - 1996
Federal Home Loan Bank of San Francisco 1986 - 1990
Skills
Corporate Finance, Due Diligence, Financial Modeling, Investment Properties, Investments, Management, Mergers, Private Equity, Real Estate, Real Estate Development, Real Estate Economics, Residential Homes, Start-ups, Strategy
Education
University of California, Berkeley, Haas School of Business 1983 — 1987
AB, Political Economy and Business Minor
Encore Housing Opportunity Fund April 2009 - Present
Builder Advisor Group January 1996 - Present
JMP Securities 2002 - 2008
Montgomery Securities/Banc of America Securities 1996 - 2002
Andersen Consulting 1990 - 1996
Federal Home Loan Bank of San Francisco 1986 - 1990
Skills
Corporate Finance, Due Diligence, Financial Modeling, Investment Properties, Investments, Management, Mergers, Private Equity, Real Estate, Real Estate Development, Real Estate Economics, Residential Homes, Start-ups, Strategy
Education
University of California, Berkeley, Haas School of Business 1983 — 1987
AB, Political Economy and Business Minor
James Grebenc, CFA's JMP Securities Experience July 2005 - August 2009
Job VP: Institutional Equity Research Sales at Noble Financial
Industry Financial Services
Experience
Noble Financial October 2014 - Present
VIRTUOSO Research 2013 - 2014
B Riley Caris 2010 - 2013
JMP Securities July 2005 - August 2009
WR Hambrecht + Co September 2003 - July 2005
Lehman Bros 2002 - 2003
Robertson Stephens August 2001 - August 2002
Skills
Hedge Funds, Equities, Series 7, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Series 63, Securities, Investments, Valuation, Trading, Asset Management, Equity Trading, Investment Banking
Education
University of Toronto - Rotman School of Management 1997 — 1998
MBA, Accounting and Finance
AIMR 1995 — 1998
Chartered Financial Analyst, Accounting and Finance
Wilfrid Laurier University 1989 — 1993
Honors Economics, Finance and Accounting
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
Noble Financial October 2014 - Present
VIRTUOSO Research 2013 - 2014
B Riley Caris 2010 - 2013
JMP Securities July 2005 - August 2009
WR Hambrecht + Co September 2003 - July 2005
Lehman Bros 2002 - 2003
Robertson Stephens August 2001 - August 2002
Skills
Hedge Funds, Equities, Series 7, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Series 63, Securities, Investments, Valuation, Trading, Asset Management, Equity Trading, Investment Banking
Education
University of Toronto - Rotman School of Management 1997 — 1998
MBA, Accounting and Finance
AIMR 1995 — 1998
Chartered Financial Analyst, Accounting and Finance
Wilfrid Laurier University 1989 — 1993
Honors Economics, Finance and Accounting
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
Peter Keith's JMP Securities Experience December 2009 - July 2011
Job Vice President Senior Research Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2011 - Present
JMP Securities December 2009 - July 2011
Piper Jaffray June 2005 - December 2009
RS Investments 1997 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
University of Vermont 1991 — 1995
Bachelor of Arts, Chemistry
Piper Jaffray July 2011 - Present
JMP Securities December 2009 - July 2011
Piper Jaffray June 2005 - December 2009
RS Investments 1997 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
University of Vermont 1991 — 1995
Bachelor of Arts, Chemistry
Jake Rothenberg's JMP Securities Experience January 2005 - Present
Job Managing Director at JMP Securities
Industry Investment Banking
Experience
JMP Securities January 2005 - Present
Soundview Technology January 1998 - December 2004
Schwab Soundview Capital Markets November 2003 - November 2004
Skills
Series 7, Equities, Capital Markets, Hedge Funds, Investments, Series 63, Series 24, Venture Capital, Alternative Investments, Corporate Development
Education
University of California, Santa Barbara 1989 — 1993
Bachelors of Arts, Political Science and Government, minor focus business economics
Tempe High School 1984 — 1987
JMP Securities January 2005 - Present
Soundview Technology January 1998 - December 2004
Schwab Soundview Capital Markets November 2003 - November 2004
Skills
Series 7, Equities, Capital Markets, Hedge Funds, Investments, Series 63, Series 24, Venture Capital, Alternative Investments, Corporate Development
Education
University of California, Santa Barbara 1989 — 1993
Bachelors of Arts, Political Science and Government, minor focus business economics
Tempe High School 1984 — 1987
Tom Tait's JMP Securities Experience October 2003 - November 2003
Job Database Developer at National Mortgage Insurance Corporation "National MI"
Industry Telecommunications
Experience
National Mortgage Insurance Corporation - "National MI" July 2013 - Present
Medivation August 2012 - July 2013
Wells Fargo February 2011 - July 2012
Ericsson September 2009 - February 2011
Sprint Nextel August 2005 - September 2009
Nextel June 2004 - July 2005
Nextel February 2004 - June 2004
Moody’s KMV December 2003 - January 2004
JMP Securities October 2003 - November 2003
PG&E April 2002 - October 2003
Skills
SQL Server Integration..., SQL Server Reporting..., VbScript, C#.Net, VB.Net, MS Access, VBA for Access, VBA for Excel, SQL Server Development, T-SQL Stored Procedures, Data Modeling, Architecture..., ETL
Education
University of California, Berkeley 1990 — 1994
Bachelor of Science, Political Economy of Natural Resources
National Mortgage Insurance Corporation - "National MI" July 2013 - Present
Medivation August 2012 - July 2013
Wells Fargo February 2011 - July 2012
Ericsson September 2009 - February 2011
Sprint Nextel August 2005 - September 2009
Nextel June 2004 - July 2005
Nextel February 2004 - June 2004
Moody’s KMV December 2003 - January 2004
JMP Securities October 2003 - November 2003
PG&E April 2002 - October 2003
Skills
SQL Server Integration..., SQL Server Reporting..., VbScript, C#.Net, VB.Net, MS Access, VBA for Access, VBA for Excel, SQL Server Development, T-SQL Stored Procedures, Data Modeling, Architecture..., ETL
Education
University of California, Berkeley 1990 — 1994
Bachelor of Science, Political Economy of Natural Resources
Whitney Stevenson's JMP Securities Experience April 2012 - Present
Job Equity Research at JMP Securities
Industry Financial Services
Experience
JMP Securities April 2012 - Present
Needham & Company August 2011 - April 2012
Duff & Phelps March 2010 - August 2011
CB Richard Ellis January 2009 - March 2010
Skills
Writing, Equity Valuation, Financial Modeling, Equities, Equity Research, Valuation, Economics, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Investments, Asset Managment, Series 7, Portfolio Management, Financial Analysis, DCF, Financial Statement..., Alternative Investments, Capital IQ, Equestrian
Education
University of California, Davis 2004 — 2008
BS, Economics
JMP Securities April 2012 - Present
Needham & Company August 2011 - April 2012
Duff & Phelps March 2010 - August 2011
CB Richard Ellis January 2009 - March 2010
Skills
Writing, Equity Valuation, Financial Modeling, Equities, Equity Research, Valuation, Economics, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Investments, Asset Managment, Series 7, Portfolio Management, Financial Analysis, DCF, Financial Statement..., Alternative Investments, Capital IQ, Equestrian
Education
University of California, Davis 2004 — 2008
BS, Economics
Molly Masters Traverso's JMP Securities Experience 2001 - 2008
Job Vice President & HR Generalist at JMP Group LLC
Industry Financial Services
Experience
JMP Group LLC 2015 - Present
JMP Group LLC 2008 - Present
JMP Securities 2001 - 2008
Education
University of California, Davis 1995 — 1999
Bachelor's Degree, Psychology
JMP Group LLC 2015 - Present
JMP Group LLC 2008 - Present
JMP Securities 2001 - 2008
Education
University of California, Davis 1995 — 1999
Bachelor's Degree, Psychology
Patrick Oswald's JMP Securities Experience 2003 - 2005
Job Head of Institutional Sales at WR Hambrecht + Co
Industry Financial Services
Experience
WR Hambrecht + Co May 2014 - Present
Wedbush Private Company Strategies October 2013 - May 2014
SharesPost August 2012 - September 2013
Think Equity January 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - February 2011
Screaming Eagle Trading August 2007 - February 2009
San Ramon Valley Little League 2007 - 2009
JMP Securities 2003 - 2005
Montgomery Securities 1992 - 2002
UC Davis 1983 - 1992
Skills
Financial Services, Mutual Funds, Asset Management, Equities, Securities, Hedge Funds, Investment Banking, Investments, Private Equity, Equity Research, Series 7, ETFs, Corporate Finance, Venture Capital, Portfolio Management, Mergers & Acquisitions, Management, Sales, Trading, Finance, Alternative Investments, Series 63, Valuation, Equity Trading, Due Diligence, Asset Allocation, Business Strategy, Financial Modeling, Start-ups, Wealth Management, Bloomberg, Corporate Development, Asset Managment, Angel Investing, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Financial Markets, Options, Funding
Education
University of California, Davis - Graduate School of Management 1992 — 1993
MBA, Finance
De La Salle high 1979 — 1983
WR Hambrecht + Co May 2014 - Present
Wedbush Private Company Strategies October 2013 - May 2014
SharesPost August 2012 - September 2013
Think Equity January 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - February 2011
Screaming Eagle Trading August 2007 - February 2009
San Ramon Valley Little League 2007 - 2009
JMP Securities 2003 - 2005
Montgomery Securities 1992 - 2002
UC Davis 1983 - 1992
Skills
Financial Services, Mutual Funds, Asset Management, Equities, Securities, Hedge Funds, Investment Banking, Investments, Private Equity, Equity Research, Series 7, ETFs, Corporate Finance, Venture Capital, Portfolio Management, Mergers & Acquisitions, Management, Sales, Trading, Finance, Alternative Investments, Series 63, Valuation, Equity Trading, Due Diligence, Asset Allocation, Business Strategy, Financial Modeling, Start-ups, Wealth Management, Bloomberg, Corporate Development, Asset Managment, Angel Investing, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Financial Markets, Options, Funding
Education
University of California, Davis - Graduate School of Management 1992 — 1993
MBA, Finance
De La Salle high 1979 — 1983
Michael Napolitana's JMP Securities Experience 2002 - 2004
Job Consumer Portfolio Manager at Ascend Capital
Industry Research
Experience
Ascend Capital March 2015 - Present
Ascend Capital 2013 - March 2015
Weintraub Capital 2004 - 2012
JMP Securities 2002 - 2004
KPMG 1991 - 1999
Education
University of California, Berkeley, Haas School of Business
University of California, Riverside
Ascend Capital March 2015 - Present
Ascend Capital 2013 - March 2015
Weintraub Capital 2004 - 2012
JMP Securities 2002 - 2004
KPMG 1991 - 1999
Education
University of California, Berkeley, Haas School of Business
University of California, Riverside
Alan Tekerlek's JMP Securities Experience November 2014 - Present
Job Managing Director at JMP Securities
Industry Investment Banking
Experience
JMP Securities November 2014 - Present
Aspect Partners LLC October 2001 - November 2014
Lehman Brothers May 1994 - October 2001
GE Capital August 1989 - May 1994
Skills
Investment Banking, Mergers, Due Diligence, Private Equity, Investments, Start-ups, Customer Service, Corporate Finance, Mergers & Acquisitions, Valuation
Education
University of California, Los Angeles 1983 — 1987
BA, Economics Business
JMP Securities November 2014 - Present
Aspect Partners LLC October 2001 - November 2014
Lehman Brothers May 1994 - October 2001
GE Capital August 1989 - May 1994
Skills
Investment Banking, Mergers, Due Diligence, Private Equity, Investments, Start-ups, Customer Service, Corporate Finance, Mergers & Acquisitions, Valuation
Education
University of California, Los Angeles 1983 — 1987
BA, Economics Business
Evan Gibson's JMP Securities Experience June 2004 - May 2010
Job Life Science Professional
Industry Biotechnology
Experience
Genentech July 2012 - Present
Abbott May 2011 - August 2011
JMP Securities June 2004 - May 2010
Skills
Financial Modeling, Biotechnology, Analytics, Life Science Industry, Strategy, Project Management, Lifesciences
Education
University of Pennsylvania 2010 — 2012
Master of Biotechnology
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Health Care Management
Yale University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Genentech July 2012 - Present
Abbott May 2011 - August 2011
JMP Securities June 2004 - May 2010
Skills
Financial Modeling, Biotechnology, Analytics, Life Science Industry, Strategy, Project Management, Lifesciences
Education
University of Pennsylvania 2010 — 2012
Master of Biotechnology
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Health Care Management
Yale University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Colin Fitt's JMP Securities Experience May 2011 - May 2013
Job SVP Corp Dev at Maiden Holdings, Ltd
Industry Insurance
Experience
Maiden Holdings Ltd 2013 - Present
JMP Securities May 2011 - May 2013
In the Garden February 2011 - May 2011
Macquarie Capital Advisors December 2009 - February 2011
Fox-Pitt, Kelton Cochran Caronia Waller January 2000 - 2011
Cochran Caronia Waller 2000 - 2008
ERC 1993 - 1998
Ew Blanch 1983 - 1990
Skills
Mergers, Insurance, Financial Modeling, Marketing Strategy, Risk Management, Corporate Development, Underwriting, Property & Casualty..., Due Diligence, Strategy, Mergers & Acquisitions, Marketing, Investments, Reinsurance, Financial Analysis, Business Development, Corporate Finance, Financial Services, Financial Risk, Portfolio Management, Management, Valuation, Private Equity, Investment Banking, Capital Markets, Venture Capital, Finance, Executive Management, Alternative Investments
Education
The University of Kansas 1979 — 1983
BA
Maiden Holdings Ltd 2013 - Present
JMP Securities May 2011 - May 2013
In the Garden February 2011 - May 2011
Macquarie Capital Advisors December 2009 - February 2011
Fox-Pitt, Kelton Cochran Caronia Waller January 2000 - 2011
Cochran Caronia Waller 2000 - 2008
ERC 1993 - 1998
Ew Blanch 1983 - 1990
Skills
Mergers, Insurance, Financial Modeling, Marketing Strategy, Risk Management, Corporate Development, Underwriting, Property & Casualty..., Due Diligence, Strategy, Mergers & Acquisitions, Marketing, Investments, Reinsurance, Financial Analysis, Business Development, Corporate Finance, Financial Services, Financial Risk, Portfolio Management, Management, Valuation, Private Equity, Investment Banking, Capital Markets, Venture Capital, Finance, Executive Management, Alternative Investments
Education
The University of Kansas 1979 — 1983
BA
Hannah Kim, CFA's JMP Securities Experience August 2013 - April 2015
Job Portfolio Manager
Industry Financial Services
Experience
HSBC May 2015 - Present
JMP Securities August 2013 - April 2015
KKR January 2011 - August 2013
Provident Funding Associates L.P. September 2007 - January 2011
Skills
Financial Modeling, Bloomberg, Private Equity, Hedge Funds, Fixed Income, Microsoft Office, Foreign Exchange, Trading, SAS, Stata, Alternative Assets, Wall Street, wall street office, Chinese
Education
University of Southern California
Master, Economics
University of California, Los Angeles
BA, Economics
HSBC May 2015 - Present
JMP Securities August 2013 - April 2015
KKR January 2011 - August 2013
Provident Funding Associates L.P. September 2007 - January 2011
Skills
Financial Modeling, Bloomberg, Private Equity, Hedge Funds, Fixed Income, Microsoft Office, Foreign Exchange, Trading, SAS, Stata, Alternative Assets, Wall Street, wall street office, Chinese
Education
University of Southern California
Master, Economics
University of California, Los Angeles
BA, Economics
John Stilmar's JMP Securities Experience July 2012 - March 2013
Job Corporate Development at Ares Management
Industry Investment Banking
Experience
Ares Management March 2013 - Present
JMP Securities July 2012 - March 2013
SunTrust Robinson Humphrey August 2008 - July 2012
Friedman Billings Ramsey 2004 - 2008
Capital One August 1998 - December 2004
Skills
Financial Modeling, Portfolio Management, Mergers, Investment Banking, Capital Markets, Equities, Investments, Derivatives, Fixed Income, Financial Services, Corporate Development, Equity Research, Mergers & Acquisitions, Due Diligence, Financial Analysis, Hedge Funds, IPO, Securities, Asset Management, LBO, Financial Markets, Private Equity, Structured Finance, Valuation, Banking, Series 7, Alternative Investments, Financial Structuring, Equity Valuation, Finance, Leveraged Finance, Business Valuation, Corporate Finance, DCF, Emerging Markets, Structured Products, Investor Relations, Series 63, Bloomberg, Trading, Credit Risk, Private Placements, Venture Capital, Investment Management, M&A experience
Education
University of Richmond 1994 — 1998
Business
Ares Management March 2013 - Present
JMP Securities July 2012 - March 2013
SunTrust Robinson Humphrey August 2008 - July 2012
Friedman Billings Ramsey 2004 - 2008
Capital One August 1998 - December 2004
Skills
Financial Modeling, Portfolio Management, Mergers, Investment Banking, Capital Markets, Equities, Investments, Derivatives, Fixed Income, Financial Services, Corporate Development, Equity Research, Mergers & Acquisitions, Due Diligence, Financial Analysis, Hedge Funds, IPO, Securities, Asset Management, LBO, Financial Markets, Private Equity, Structured Finance, Valuation, Banking, Series 7, Alternative Investments, Financial Structuring, Equity Valuation, Finance, Leveraged Finance, Business Valuation, Corporate Finance, DCF, Emerging Markets, Structured Products, Investor Relations, Series 63, Bloomberg, Trading, Credit Risk, Private Placements, Venture Capital, Investment Management, M&A experience
Education
University of Richmond 1994 — 1998
Business
Dan Stauder's JMP Securities Experience
Job Managing Director, CoHead of Healthcare Investment Banking at JMP Securities
Industry Investment Banking
Experience
JMP Securities
Skills
Healthcare Equity..., Investment Banking, Venture Capital, Due Diligence, Private Equity, Financial Modeling, Investments, Equities
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
University of Notre Dame - Mendoza College of Business 1976 — 1980
BBA, Marketing
JMP Securities
Skills
Healthcare Equity..., Investment Banking, Venture Capital, Due Diligence, Private Equity, Financial Modeling, Investments, Equities
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
University of Notre Dame - Mendoza College of Business 1976 — 1980
BBA, Marketing
Erik Gernant's JMP Securities Experience July 2014 - May 2015
Job Associate at Keystone Capital, Inc.
Industry Investment Banking
Experience
Keystone Capital, Inc. July 2015 - Present
JMP Securities July 2014 - May 2015
JMP Securities July 2011 - July 2014
Skills
Valuation, Investment Banking, Capital Markets, Financial Analysis, Bloomberg, Equities, Corporate Finance, Financial Modeling
Education
University of Notre Dame 2007 — 2011
BA, Finance
Keystone Capital, Inc. July 2015 - Present
JMP Securities July 2014 - May 2015
JMP Securities July 2011 - July 2014
Skills
Valuation, Investment Banking, Capital Markets, Financial Analysis, Bloomberg, Equities, Corporate Finance, Financial Modeling
Education
University of Notre Dame 2007 — 2011
BA, Finance
Colin Henne's JMP Securities Experience February 2004 - Present
Job Managing DirectorEquity Sales Trading at JMP Securities
Industry
Experience
JMP Securities February 2004 - Present
Education
University of Rhode Island
JMP Securities February 2004 - Present
Education
University of Rhode Island
David Ciruli's JMP Securities Experience August 2010 - Present
Job Managing Director at JMP Securities
Industry Financial Services
Experience
JMP Securities August 2010 - Present
Castle Peak Asset Management 2003 - January 2010
Banc of America Securities 1988 - May 2003
Skills
Equities, Mutual Funds, Sales, Hedge Funds, Investments, Alternative Investments
Education
University of Michigan 1983 — 1987
BA, Economics
University of Michigan
JMP Securities August 2010 - Present
Castle Peak Asset Management 2003 - January 2010
Banc of America Securities 1988 - May 2003
Skills
Equities, Mutual Funds, Sales, Hedge Funds, Investments, Alternative Investments
Education
University of Michigan 1983 — 1987
BA, Economics
University of Michigan
John Race's JMP Securities Experience August 2007 - May 2011
Job Institutional Sales at Iberia Capital Partners
Industry Financial Services
Experience
Iberia Capital Partners June 2011 - Present
JMP Securities August 2007 - May 2011
Ladenburg Thalmann August 2005 - August 2007
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Equity Research, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
Finance
Tulane University 2001 — 2005
Iberia Capital Partners June 2011 - Present
JMP Securities August 2007 - May 2011
Ladenburg Thalmann August 2005 - August 2007
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Equity Research, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
Finance
Tulane University 2001 — 2005
Matias Machado's JMP Securities Experience July 2015 - Present
Job JMP Group, Investment Banking
Industry Investment Banking
Experience
JMP Securities July 2015 - Present
SolarReserve February 2015 - May 2015
Deutsche Bank June 2014 - August 2014
Samsung C&T, Engineering & Construction Americas 2011 - 2013
Halcrow, a CH2M HILL Company 2008 - 2010
DeltaP 2005 - 2007
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Finance, General
University of Buenos Aires
Civil Engineering
JMP Securities July 2015 - Present
SolarReserve February 2015 - May 2015
Deutsche Bank June 2014 - August 2014
Samsung C&T, Engineering & Construction Americas 2011 - 2013
Halcrow, a CH2M HILL Company 2008 - 2010
DeltaP 2005 - 2007
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Finance, General
University of Buenos Aires
Civil Engineering
Vincent Song's JMP Securities Experience June 2011 - August 2011
Job FrontEnd Developer
Industry Internet
Experience
Thinkful April 2015 - July 2015
Thinkful January 2015 - March 2015
Oppenheimer & Co. January 2014 - August 2014
SkyLake Incuvest & Co. August 2012 - December 2012
Daishin Securities June 2012 - August 2012
JMP Securities June 2011 - August 2011
Skills
Valuation, Financial Modeling, Front-end Development, HTML, CSS, JavaScript, Bootstrap, MySQL, AngularJS, Node.js, GruntJS, R, APIs, Responsive Web Design, Nginx
Education
University of California, Berkeley 2008 — 2013
Bachelor of Arts (B.A.), Economics with Concentration in Statistical Economics and Analysis
Thinkful April 2015 - July 2015
Thinkful January 2015 - March 2015
Oppenheimer & Co. January 2014 - August 2014
SkyLake Incuvest & Co. August 2012 - December 2012
Daishin Securities June 2012 - August 2012
JMP Securities June 2011 - August 2011
Skills
Valuation, Financial Modeling, Front-end Development, HTML, CSS, JavaScript, Bootstrap, MySQL, AngularJS, Node.js, GruntJS, R, APIs, Responsive Web Design, Nginx
Education
University of California, Berkeley 2008 — 2013
Bachelor of Arts (B.A.), Economics with Concentration in Statistical Economics and Analysis
Stephen Wynne's JMP Securities Experience 2009 - 2011
Job Private Wealth Advisor at JP Morgan
Industry Investment Management
Experience
J.P. Morgan Securities 2013 - Present
J.P. Morgan Securities 2011 - 2013
JMP Securities 2009 - 2011
Citi 2006 - 2008
Nollenberger Capital Partners 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Renaissance / NYFIX 2003 - 2004
Robertson Stephens 1996 - 2002
St. Ignatius College Preparatory 1996 - 2002
Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg
Education
UC Santa Barbara
Bachelor's Degree, Political Science
Saint Ignatius College Preparatory
J.P. Morgan Securities 2013 - Present
J.P. Morgan Securities 2011 - 2013
JMP Securities 2009 - 2011
Citi 2006 - 2008
Nollenberger Capital Partners 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Renaissance / NYFIX 2003 - 2004
Robertson Stephens 1996 - 2002
St. Ignatius College Preparatory 1996 - 2002
Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg
Education
UC Santa Barbara
Bachelor's Degree, Political Science
Saint Ignatius College Preparatory
Chet Kristy's JMP Securities Experience December 2012 - January 2013
Job Associate at Kerwood Capital Partners
Industry Financial Services
Experience
Kerwood Capital Partners May 2015 - Present
USC Cultural Relations and University Events August 2013 - October 2014
USC Imaging Genetics Center, Laboratory of Neuro Imaging May 2014 - September 2014
Trojan Chariots February 2012 - April 2013
JMP Securities December 2012 - January 2013
Own Products June 2012 - August 2012
Skills
Management, Finance, Data Analysis, Financial Modeling, Research, Teamwork, Public Speaking, Microsoft Excel, PowerPoint, Spanish, Leadership, Teaching, Statistics, Microsoft Office, Investment Banking, Private Equity, Financial Analysis, Equity Research, Valuation
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master’s Degree, Finance, 3.5
Wall Street Prep 2015 — 2015
Financial Modeling & Valuation
University of Southern California 2011 — 2015
Bachelor’s Degree, Neuroscience
University of Southern California 2011 — 2015
Bachelor’s Degree, Psychology
Marin Academy High School 2007 — 2011
Diploma
Kerwood Capital Partners May 2015 - Present
USC Cultural Relations and University Events August 2013 - October 2014
USC Imaging Genetics Center, Laboratory of Neuro Imaging May 2014 - September 2014
Trojan Chariots February 2012 - April 2013
JMP Securities December 2012 - January 2013
Own Products June 2012 - August 2012
Skills
Management, Finance, Data Analysis, Financial Modeling, Research, Teamwork, Public Speaking, Microsoft Excel, PowerPoint, Spanish, Leadership, Teaching, Statistics, Microsoft Office, Investment Banking, Private Equity, Financial Analysis, Equity Research, Valuation
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master’s Degree, Finance, 3.5
Wall Street Prep 2015 — 2015
Financial Modeling & Valuation
University of Southern California 2011 — 2015
Bachelor’s Degree, Neuroscience
University of Southern California 2011 — 2015
Bachelor’s Degree, Psychology
Marin Academy High School 2007 — 2011
Diploma
Steven Colbert's JMP Securities Experience 2000 - 2005
Job
Industry Capital Markets
Experience
Hoover Investment Management 2006 - 2011
JMP Securities 2000 - 2005
Education
University of Illinois at Urbana-Champaign
Master of Science (M.S.), Finance
Hoover Investment Management 2006 - 2011
JMP Securities 2000 - 2005
Education
University of Illinois at Urbana-Champaign
Master of Science (M.S.), Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial