Lighthaven Capital Management LLC
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Lighthaven Capital Management LLC Employees
Lighthaven Capital Management LLC July 2015 - Present
Financial Analysis & Management Education (FAME) at San Francisco State University February 2014 - Present
U.S. Bank May 2014 - June 2015
BTI Group - Middle Market M&A Group June 2014 - July 2014
Danville Capital November 2013 - May 2014
Investment Banking Institute September 2013 - October 2013
Business Literacy Initiative October 2012 - April 2013
Skills
Nonprofits, Public Speaking, Fundraising, Community Outreach, Administration, Mergers & Acquisitions, Valuation, Industry Research, Networking, Interviews, Investment Banking, Management, Analysis, Investments, PowerPoint, Teamwork, Microsoft Excel
Education
San Francisco State University
Bachelor of Business Administration (BBA), Finance
Ohlone College 2011 — 2013
Finance
Lighthaven Capital Management LLC January 2015 - Present
Hyatt Place 2014 - January 2015
Innovative Education March 2013 - October 2014
Parti Palooza October 2013 - July 2014
Investment Banking Institute 2014 - 2014
AMP'D Youth Services January 2012 - December 2012
Mosaic Sales Solutions November 2011 - December 2011
Skills
Nonprofits, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Strategic Planning, Customer Service, PowerPoint, Public Speaking, Teaching, Accounting, French, Team Building, Financial Analysis, New Business Development, Entrepreneurship, Social Entrepreneurship, Social Networking, Business Strategy, Analysis, Start-ups, Fundraising, Leadership, Social Media, Teamwork, Team Leadership, Marketing, Market Research, Recruiting, Social Media Marketing, Event Management, Public Relations, English, Marketing Strategy, Event Planning, Facebook, Outlook, Small Business, Community Outreach, Innovation Management, Investment Banking, Presidency, Management, Time Management, Program Development, Financial Modeling, Programming
Education
University of California, Berkeley
Bachelor's degree, Economics and Computer Science
Las Positas college 2012 — 2014
Associate of Arts (A.A.), International Business, Trade, and Tax Law, 3.8
De La Salle University 2009 — 2011
Political science, College of liberal arts
Diablo Valley College
Associate of Arts (A.A.), Accounting, 4.0
Hall Capital Partners LLC January 2015 - Present
Financial Analysis and Management Education (FAME) December 2013 - December 2014
Lighthaven Capital Management LLC February 2014 - November 2014
CFA Institute Research Challenge December 2013 - February 2014
Financial Analysis & Management Education (FAME) at San Francisco State University May 2013 - December 2013
Fisher Investments January 2013 - September 2013
City College of San Francisco August 2010 - July 2013
Financial Analysis & Management Education (FAME) at San Francisco State University December 2012 - May 2013
Daly City Parks and Recreation 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Research, Fundraising, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Investments, Valuation, Financial Modeling, Finance, Public Speaking, Analysis, Teamwork
Education
San Francisco State University 2012 — 2014
Bachelor's degree, Finance, General, (Senior) Cumulative GPA: 3.4
Moody's Analytics June 2015 - August 2015
Financial Analysis & Management Education (FAME) at San Francisco State University May 2014 - January 2015
Lighthaven Capital Management LLC January 2014 - October 2014
Skills
Analysis, Investments, Financial Analysis, Time Management, Public Speaking, Market Research, Customer Service, Microsoft Excel, Hospitality, Food & Beverage, Restaurants, Hospitality Industry, Hotels, Value Investing, R
Education
San Francisco State University 2011 — 2015
Bachelor's Degree, Economics and Statistics
Ruprecht-Karls-Universität Heidelberg 2012 — 2013
Economics
Lighthaven Capital Management LLC June 2015 - Present
Delta Sigma Pi May 2015 - Present
Uber May 2014 - June 2015
Richmond Village Beacon September 2008 - June 2010
Cellular Gopher Communication June 2009 - May 2010
Skills
Financial Analysis, Finance, Teamwork, Microsoft Word, Microsoft Excel, Investments, Valuation, Mergers & Acquisitions, Leadership, Social Media
Education
San Francisco State University 2013 — 2015
Bachelor of Science (B.S.), Finance
City University of Hong Kong 2014 — 2014
Study Abroad, Finance
George Washington High School
High School Diploma
Inzopa September 2013 - Present
Lighthaven Capital Management LLC June 2013 - September 2013
New York Life Insurance Company May 2011 - May 2013
ICIO Water August 2007 - April 2011
SD Holiday Lighting August 2007 - January 2009
College Works Painting February 2006 - August 2007
Morgan Stanley June 2005 - September 2005
Skills
Enterprise Technology..., Business to Business..., Super Burritos, Investments, Enterprise Solution..., Sales, Marketing, Contract Negotiation, Entrepreneurship, Leadership, Start-ups, Strategic Financial..., Strategy, Finance, Management, Analysis, Negotiation, Small Business, Public Speaking, Financial Planning, Strategic Planning, Mutual Funds, Wealth Management, Team Building, Financial Analysis, New Business Development, Business Planning, Business Strategy, Sales Management, Insurance, Recruiting, CRM
Education
University of California, San Diego 2005 — 2009
B.S. Bioengineering Biotechnology, Bioengineering, Economics, Biochemistry, Physics, Molecular Physical Chemistry, Genetics, Biology
Piedmont High School 2001 — 2005
General Education, Biology, Physics, Calculus, Economics, Civics, Environmental Sciences
Lighthaven Capital Management LLC October 2014 - Present
Bank of America September 2011 - December 2013
Centalic Technology Development Ltd December 2008 - August 2009
BBT&M Restaurant May 2006 - December 2008
Skills
Financial Analysis, Corporate Finance, Finance, Business Analysis, Business Strategy, Investments, Management, Capital Markets, Financial Accounting, Financial Modeling, Credit, Banking, Portfolio Management
Education
San Francisco State University
Master of Business Administration (M.B.A.), MBA, 3.9
San Francisco State University
Bachelor’s Degree, Finance, 3.90
Brock University
Bachelor’s Degree, International Business
Lighthaven Capital Management LLC 2015 - Present
Control Chamber of the Republic of Armenia February 2013 - May 2014
ARMECONOMBANK OJSC October 2008 - October 2009
Skills
Business Strategy, French, Management Consulting, Analysis, Economics, Entrepreneurship, Market Research, Research, Government, International Business..., Global Marketing, Competitive Analysis, Russian, Business Ethics, Business Planning, Microsoft Office, International Sales, Corporate Finance, Financial Accounting, Management, Strategic Planning, Marketing, Microsoft Excel
Education
San Francisco State University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Business School Lausanne 2010 — 2012
Master, International Business
Yerevan State University 2004 — 2009
bachelor, Physics
Andersen Tax June 2015 - Present
YWCA USA April 2015 - Present
Morgan Stanley June 2014 - August 2014
Lighthaven Capital Management LLC May 2013 - December 2013
City of Berkeley June 2013 - October 2013
Spicy Spirit Marketing, Inc January 2013 - May 2013
Berkeley Phi Beta Lambda December 2012 - May 2013
Web English Tutoring November 2010 - May 2013
Skills
PowerPoint, Customer Service, Research, Social Media, French, Microsoft Excel, Teamwork, Public Speaking, English, Facebook, Online Marketing, Marketing, Public Relations, Analysis, Salesforce.com, Microsoft Office, Microsoft Word, Chinese, Management, CRM, SEO, Market Research, Google Adwords, Google Analytics
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Business Administration
Foothill High School 2008 — 2012
Northwestern Mutual March 2015 - Present
Lighthaven Capital Management LLC November 2013 - August 2014
Farmers Insurance June 2011 - November 2013
JPMorgan Chase October 2010 - March 2011
Citi September 2007 - July 2009
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Investments, Equity Valuation, Fixed Income, Alternative Investments, Asset Allocation, Series 7, Series 63, Series 65, CA Insurance License, CA Real Estate License
Education
San Francisco State University 2013 — 2014
Master of Business Administration (MBA), GPA- 3.84
San Francisco State University
Bachelor of Science (B.S.), Finance
Skyline College
Lighthaven Capital Management LLC August 2014 - Present
Forex Capital Markets (FXCM) January 2014 - August 2014
Lighthaven Capital Management LLC December 2013 - August 2014
Emerstone Group March 2011 - August 2014
Financial Analysis & Management Education (FAME) at San Francisco State University January 2013 - May 2014
City of Oakland June 2010 - August 2012
Premier Ballroom Studio June 2009 - September 2009
Skills
Finance, Graphic Design, Economics, Adobe Creative Suite, Investments, Analysis, Marketing, Financial Analysis, Research, Leadership, Market Research, Teamwork
Education
San Francisco State University 2012 — 2014
BA, Economics
California College of the Arts 2009 — 2011
Graphic Design
Mission San Jose High School 2006 — 2009
Plantronics April 2014 - December 2014
California State University, East Bay February 2013 - December 2014
Lighthaven Capital Management LLC June 2013 - September 2013
State Bank of India April 2009 - July 2009
Skills
Corporate Finance, Leadership, Financial Analysis, Financial Statement..., Analysis, Valuation, Equity Research, Investments, Finance, Economics, Mergers & Acquisitions, Cash Flow, Financial Market..., DCF Valuation, Financial Reporting, Financial Modeling, Forecasting, Accounting, International Finance, Real Options Analysis, Hyperion, OBIEE, Essbase, Smartview, Microsoft Excel, Statistical Tools, PowerPoint, Statistical Data..., SPSS, Data Analysis, Monte Carlo Simulation, StatTools, Microsoft Office, Microsoft Word, Management, Strategy, Mutual Funds
Education
California State University-East Bay- College of Business and Economics 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.9/4.0
De Anza College 2011 — 2012
Coursework, Business Mathematics and Statistics, 4.0/4.0
Institute of Management Studies 2008 — 2010
Post Graduate Diploma in Management, Financial Management and Human Resource Planning
University of Lucknow 2005 — 2008
Bachelors of Commerce, Accounting, Economics, Statistics and Mathematics