LUMA Partners LLC
Description
Located in: Town & Country VillageAddress: 855 El Camino Real, Palo Alto, CA 94301 Phone: (650) 462-1730: Website: : Hours: : : Place name: : Category: : Website: http://www.lumapartners.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of LUMA Posting publicly on the Web Write a review Reviews Be the first to review
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LUMA Partners LLC Employees
Employee
Years
Job
Industry
Sundeep Gera Sundeep Gera's LUMA Partners LLC Experience February 2015 - Present
Job Senior Associate at LUMA Partners LLC
Industry Investment Banking
Experience
LUMA Partners LLC February 2015 - Present
Portico Capital July 2014 - January 2015
Portico Capital January 2012 - June 2014
Portico Capital August 2011 - December 2011
UBS Investment Bank February 2010 - June 2011
Arvon Advisors June 2009 - February 2010
Davis Capital July 2008 - June 2009
Bear Stearns 2007 - 2007
Skills
Private Equity, Valuation, Financial Analysis, Mergers, Investment Banking, Financial Modeling, Restructuring, Equities, Fixed Income, LBO, Capital Markets, Hedge Funds, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance, Accounting
Bronx High School of Science 2000 — 2004
LUMA Partners LLC February 2015 - Present
Portico Capital July 2014 - January 2015
Portico Capital January 2012 - June 2014
Portico Capital August 2011 - December 2011
UBS Investment Bank February 2010 - June 2011
Arvon Advisors June 2009 - February 2010
Davis Capital July 2008 - June 2009
Bear Stearns 2007 - 2007
Skills
Private Equity, Valuation, Financial Analysis, Mergers, Investment Banking, Financial Modeling, Restructuring, Equities, Fixed Income, LBO, Capital Markets, Hedge Funds, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance, Accounting
Bronx High School of Science 2000 — 2004
Steven Koblinski Steven Koblinski's LUMA Partners LLC Experience September 2015 - Present
Job Investment Banking Analyst at LUMA Partners LLC
Industry Investment Banking
Experience
LUMA Partners LLC September 2015 - Present
D.A. Davidson & Co. June 2014 - August 2015
Montrose Advisors, LLC November 2013 - May 2014
Aon June 2013 - August 2013
StyleSeek September 2012 - January 2013
Hemmersbach GmbH & Co. KG June 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Entrepreneurship, Spanish, Business Planning, Start-ups, Venture Capital, VBA, Business Strategy
Education
Loyola University Chicago 2010 — 2014
Bachelor of Business Administration (Honors) & Bachelor of Arts, Finance & Spanish
Universidad de Salamanca 2012 — 2012
Cursos Internacionales
LUMA Partners LLC September 2015 - Present
D.A. Davidson & Co. June 2014 - August 2015
Montrose Advisors, LLC November 2013 - May 2014
Aon June 2013 - August 2013
StyleSeek September 2012 - January 2013
Hemmersbach GmbH & Co. KG June 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Entrepreneurship, Spanish, Business Planning, Start-ups, Venture Capital, VBA, Business Strategy
Education
Loyola University Chicago 2010 — 2014
Bachelor of Business Administration (Honors) & Bachelor of Arts, Finance & Spanish
Universidad de Salamanca 2012 — 2012
Cursos Internacionales
Jack Carter Jack Carter's LUMA Partners LLC Experience June 2012 - August 2012
Job TMT Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank June 2014 - Present
Barclays Investment Bank June 2013 - August 2013
LUMA Partners LLC June 2012 - August 2012
Skills
Financial Modeling, Valuation, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Word, Research, Microsoft Office, Digital Media, Equity Research, Outlook, Social Media, Fundraising, Accounting, Social Media Marketing
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts, Cum Laude, Economics; Pre-business
Lynn English High School 2006 — 2010
High School Diploma
Barclays Investment Bank June 2014 - Present
Barclays Investment Bank June 2013 - August 2013
LUMA Partners LLC June 2012 - August 2012
Skills
Financial Modeling, Valuation, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Word, Research, Microsoft Office, Digital Media, Equity Research, Outlook, Social Media, Fundraising, Accounting, Social Media Marketing
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts, Cum Laude, Economics; Pre-business
Lynn English High School 2006 — 2010
High School Diploma
Timothy Beekman Timothy Beekman's LUMA Partners LLC Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2014 - August 2014
LUMA Partners LLC June 2013 - August 2013
Skills
Accounting, Precedent Transaction..., Research, Microsoft Office, Digital Media
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.) with Honors, Accounting, Dean's List with First Honors
Fulbright Summer Institute Scholar 2012 — 2012
Newcastle University, Entrepreneurship/Entrepreneurial Studies
Ridge High School 2007 — 2011
High School Diploma
Goldman Sachs June 2014 - August 2014
LUMA Partners LLC June 2013 - August 2013
Skills
Accounting, Precedent Transaction..., Research, Microsoft Office, Digital Media
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.) with Honors, Accounting, Dean's List with First Honors
Fulbright Summer Institute Scholar 2012 — 2012
Newcastle University, Entrepreneurship/Entrepreneurial Studies
Ridge High School 2007 — 2011
High School Diploma
Brian Andersen Brian Andersen's LUMA Partners LLC Experience November 2010 - Present
Job
Industry Financial Services
Experience
LUMA Partners LLC November 2010 - Present
Omniture May 2009 - September 2010
Interwoven August 2004 - March 2009
Phoenix Technologies July 2001 - August 2004
Robertson Stephens August 2000 - April 2001
Skills
SaaS, Strategic Partnerships, Start-ups, M&A experience, Negotiation, Venture Financing, Online Advertising, Mobile Advertising, Digital Marketing, Social Media Marketing, Digital Video, Web Content Management, Web Analytics, Corporate Development, Strategy, Product Management, Mergers & Acquisitions, Strategic Planning, Product Marketing, Business Development, Mobile Devices, Go-to-market Strategy, Business Alliances, E-commerce, Acquisitions, Valuation, Due Diligence, Executive Management, Venture Capital, Entrepreneurship, Competitive Analysis, Enterprise Software, Leadership, Business Strategy, Marketing, Analytics
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA
University of California at Davis 1988 — 1993
B.S.
LUMA Partners LLC November 2010 - Present
Omniture May 2009 - September 2010
Interwoven August 2004 - March 2009
Phoenix Technologies July 2001 - August 2004
Robertson Stephens August 2000 - April 2001
Skills
SaaS, Strategic Partnerships, Start-ups, M&A experience, Negotiation, Venture Financing, Online Advertising, Mobile Advertising, Digital Marketing, Social Media Marketing, Digital Video, Web Content Management, Web Analytics, Corporate Development, Strategy, Product Management, Mergers & Acquisitions, Strategic Planning, Product Marketing, Business Development, Mobile Devices, Go-to-market Strategy, Business Alliances, E-commerce, Acquisitions, Valuation, Due Diligence, Executive Management, Venture Capital, Entrepreneurship, Competitive Analysis, Enterprise Software, Leadership, Business Strategy, Marketing, Analytics
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA
University of California at Davis 1988 — 1993
B.S.
Ben Fox Ben Fox's LUMA Partners LLC Experience September 2014 - May 2015
Job Media and Technology at King
Industry Internet
Experience
King December 2014 - Present
LUMA Partners LLC September 2014 - May 2015
Adconion Direct (SingTel) July 2007 - August 2014
Yahoo! Inc. September 2002 - May 2006
Jomba, Inc. (ex Trilogy Startup) August 2000 - September 2002
Trilogy Software July 1998 - July 2000
Skills
Product Marketing, Online Advertising, Product Management, SEO, Start-ups, Strategy, Digital Strategy, Display Advertising, Advertising, CRM, Digital Media, Marketing, Mobile Marketing, Search Advertising, Ad Serving
Education
Skidmore College 1992 — 1997
B.S., Business Administration
McQuaid Jesuit High School 1988 — 1992
King December 2014 - Present
LUMA Partners LLC September 2014 - May 2015
Adconion Direct (SingTel) July 2007 - August 2014
Yahoo! Inc. September 2002 - May 2006
Jomba, Inc. (ex Trilogy Startup) August 2000 - September 2002
Trilogy Software July 1998 - July 2000
Skills
Product Marketing, Online Advertising, Product Management, SEO, Start-ups, Strategy, Digital Strategy, Display Advertising, Advertising, CRM, Digital Media, Marketing, Mobile Marketing, Search Advertising, Ad Serving
Education
Skidmore College 1992 — 1997
B.S., Business Administration
McQuaid Jesuit High School 1988 — 1992
Susan Marshall's LUMA Partners LLC Experience September 2010 - Present
Job Chief Administrative Officer, LUMA Partners LLC
Industry Investment Banking
Experience
LUMA Partners LLC September 2010 - Present
Safe Humane Chicago January 2015 - July 2015
Close Quarter Productions 2013 - 2013
Close Quarter Productions 2013 - 2013
Thinking in Person LLC 2012 - 2012
Clans on the Half Shell Music 2002 - 2011
GCA Savvian May 2008 - August 2010
Magic Inc. April 2008 - August 2010
Junto Publishing 2009 - 2010
365 W. 19th Street Owners Corp. 1992 - 2010
Skills
Music, Entertainment, Theatre, Event Planning, Event Management, Corporate Events, Singing, Festivals, Live Events, Office Management, Stage, Parties, Social Media, Social Media Marketing, Musical Theatre, Research, Publishing, Performing Arts, Public Speaking, Concerts, Singer/Songwriter, Social Networking, Digital Media, PowerPoint, Meeting Planning, Strategic Planning, Fundraising, Music Production, QuickBooks, Office Administration, Organization &..., Corporate Communications, Public Relations, Marketing, Networking, Theatrical Production, Microsoft Word, Photoshop, Facilities Management, Benefits Management, Piano Playing, Financial Audits, Small Business, Microsoft Excel, Budgets, Business Strategy, Editorial Skills, Editing
Education
Skyline College 1976 — 1978
Associate of Arts (AA), Theatre/Theater
Westmoor High School 1972 — 1976
High School Diploma, General Studies
LUMA Partners LLC September 2010 - Present
Safe Humane Chicago January 2015 - July 2015
Close Quarter Productions 2013 - 2013
Close Quarter Productions 2013 - 2013
Thinking in Person LLC 2012 - 2012
Clans on the Half Shell Music 2002 - 2011
GCA Savvian May 2008 - August 2010
Magic Inc. April 2008 - August 2010
Junto Publishing 2009 - 2010
365 W. 19th Street Owners Corp. 1992 - 2010
Skills
Music, Entertainment, Theatre, Event Planning, Event Management, Corporate Events, Singing, Festivals, Live Events, Office Management, Stage, Parties, Social Media, Social Media Marketing, Musical Theatre, Research, Publishing, Performing Arts, Public Speaking, Concerts, Singer/Songwriter, Social Networking, Digital Media, PowerPoint, Meeting Planning, Strategic Planning, Fundraising, Music Production, QuickBooks, Office Administration, Organization &..., Corporate Communications, Public Relations, Marketing, Networking, Theatrical Production, Microsoft Word, Photoshop, Facilities Management, Benefits Management, Piano Playing, Financial Audits, Small Business, Microsoft Excel, Budgets, Business Strategy, Editorial Skills, Editing
Education
Skyline College 1976 — 1978
Associate of Arts (AA), Theatre/Theater
Westmoor High School 1972 — 1976
High School Diploma, General Studies
Scott Mongiardo Scott Mongiardo's LUMA Partners LLC Experience June 2014 - August 2014
Job Sales and Trading Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
LUMA Partners LLC June 2014 - August 2014
TradingScreen June 2013 - August 2013
Miller & Milone, P.C. June 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, C++ Language, Mathematics, Leadership
Education
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.), Economics Major, 3.6
Garden City High School 2008 — 2012
J.P. Morgan June 2015 - August 2015
LUMA Partners LLC June 2014 - August 2014
TradingScreen June 2013 - August 2013
Miller & Milone, P.C. June 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, C++ Language, Mathematics, Leadership
Education
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.), Economics Major, 3.6
Garden City High School 2008 — 2012
Stephanie Barrett Stephanie Barrett's LUMA Partners LLC Experience May 2015 - Present
Job Analyst Intern at LUMA Partners LLC
Industry Online Media
Experience
LUMA Partners LLC May 2015 - Present
Adcade May 2014 - August 2014
Ralph Lauren June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Georgetown University 2012 — 2016
Bachelor's degree, Economics and English
Briarcliff Manor High School 2008 — 2012
GED
LUMA Partners LLC May 2015 - Present
Adcade May 2014 - August 2014
Ralph Lauren June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Georgetown University 2012 — 2016
Bachelor's degree, Economics and English
Briarcliff Manor High School 2008 — 2012
GED
Conor McKenna's LUMA Partners LLC Experience May 2014 - Present
Job Investment Banking Associate at LUMA Partners LLC
Industry Investment Banking
Experience
LUMA Partners LLC May 2014 - Present
Sandler O'Neill & Partners, L.P. April 2013 - May 2014
Weil Gotshal and Manges March 2012 - April 2013
M.R. Beal June 2011 - February 2012
Belltower Books May 2009 - May 2011
Merrill Lynch September 2010 - December 2010
GE June 2010 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Public Finance, Financial Modeling, Bloomberg Terminal, Python, Company Valuation, DCF Valuation, Mergers & Acquisitions, LBO
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Summa Cum Laude, Economics and Mathematics
Investment Banking Institute 2012 — 2012
LUMA Partners LLC May 2014 - Present
Sandler O'Neill & Partners, L.P. April 2013 - May 2014
Weil Gotshal and Manges March 2012 - April 2013
M.R. Beal June 2011 - February 2012
Belltower Books May 2009 - May 2011
Merrill Lynch September 2010 - December 2010
GE June 2010 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Public Finance, Financial Modeling, Bloomberg Terminal, Python, Company Valuation, DCF Valuation, Mergers & Acquisitions, LBO
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Summa Cum Laude, Economics and Mathematics
Investment Banking Institute 2012 — 2012
Philip Golbraikh's LUMA Partners LLC Experience April 2013 - May 2013
Job Cofounder at Shoutout
Industry Internet
Experience
Shoutout, Inc. November 2013 - Present
LUMA Partners LLC April 2013 - May 2013
Arctos Mergers & Acquisitions May 2012 - June 2012
Horizon Asset Management, Inc. January 2011 - June 2011
Morgan Stanley Smith Barney January 2009 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, M&A experience, Hedge Funds, Start-ups, Business Development, Product Management, Entrepreneurship, Business Strategy, Marketing Strategy, Social Media, Mergers & Acquisitions
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Shoutout, Inc. November 2013 - Present
LUMA Partners LLC April 2013 - May 2013
Arctos Mergers & Acquisitions May 2012 - June 2012
Horizon Asset Management, Inc. January 2011 - June 2011
Morgan Stanley Smith Barney January 2009 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, M&A experience, Hedge Funds, Start-ups, Business Development, Product Management, Entrepreneurship, Business Strategy, Marketing Strategy, Social Media, Mergers & Acquisitions
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Jonathan Greenglass's LUMA Partners LLC Experience 2011 - May 2014
Job Head of Finance & Operations at Imgur
Industry Internet
Experience
Imgur May 2014 - Present
LUMA Partners LLC 2011 - May 2014
Sandler O'Neill 2009 - 2011
J.P. Morgan 2008 - 2008
Skills
Series 79, Series 7, Series 63, Financial Modeling, Financial Analysis, Digital Media, Valuation, M&A experience, Capital Raising, Awesomeness
Education
College of the Holy Cross
Imgur May 2014 - Present
LUMA Partners LLC 2011 - May 2014
Sandler O'Neill 2009 - 2011
J.P. Morgan 2008 - 2008
Skills
Series 79, Series 7, Series 63, Financial Modeling, Financial Analysis, Digital Media, Valuation, M&A experience, Capital Raising, Awesomeness
Education
College of the Holy Cross
Linda Dougherty's LUMA Partners LLC Experience November 2010 - Present
Job OWNER
Industry Accounting
Experience
Lynn Ban Jewelry, Luxury Goods & Jewelry October 2012 - Present
Joanna Mastroianni, Fashion Designer July 2012 - Present
Donald C. Farber, ESQ Theatrical Attorney and Author February 2012 - Present
LUMA Partners LLC November 2010 - Present
Rola Kimmerling Associates October 2005 - Present
Gerrard + Tan Architects January 2004 - Present
Rene Plessner Assoc. Inc. Executive Recruiter January 2003 - Present
Hariri & Hariri Inc. Architects January 2003 - Present
Linda Dougherty March 1989 - Present
Toby's Estate NYC, Inc January 2012 - March 2013
Skills
Journal Entries, QuickBooks, Accounting, Year End Accounts, Tax Preparation, Depreciation, Payroll Taxes, Accountants, Bookkeeping, Accounts Receivable, Fixed Assets, Accounts Payable, Accruals, Bank Reconciliation, Payroll, Invoicing, Tax Accounting, MYOB, Auditing, Microsoft Excel
Education
Bergen Community College
Accounting and Business/Management
Lynn Ban Jewelry, Luxury Goods & Jewelry October 2012 - Present
Joanna Mastroianni, Fashion Designer July 2012 - Present
Donald C. Farber, ESQ Theatrical Attorney and Author February 2012 - Present
LUMA Partners LLC November 2010 - Present
Rola Kimmerling Associates October 2005 - Present
Gerrard + Tan Architects January 2004 - Present
Rene Plessner Assoc. Inc. Executive Recruiter January 2003 - Present
Hariri & Hariri Inc. Architects January 2003 - Present
Linda Dougherty March 1989 - Present
Toby's Estate NYC, Inc January 2012 - March 2013
Skills
Journal Entries, QuickBooks, Accounting, Year End Accounts, Tax Preparation, Depreciation, Payroll Taxes, Accountants, Bookkeeping, Accounts Receivable, Fixed Assets, Accounts Payable, Accruals, Bank Reconciliation, Payroll, Invoicing, Tax Accounting, MYOB, Auditing, Microsoft Excel
Education
Bergen Community College
Accounting and Business/Management