Merriman Capital, Inc.
Industry: Capital market company
DescriptionParent organization: Merriman Curhan Ford Group Inc. Subsidiary: EAS Advisors, LLC
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Merriman Capital, Inc. Employees
Employee
Years
Job
Industry
Tom Grimstad Tom Grimstad's Merriman Capital, Inc. Experience March 2013 - March 2014
Job Managing Director| Investment Banking at Noble Financial
Industry Financial Services
Experience
Noble Financial November 2014 - Present
Drexel Hamilton, LLC March 2014 - November 2014
Merriman Capital, Inc. March 2013 - March 2014
C. K. Cooper & Company November 2009 - March 2013
Raymond James Financial Inc. October 2008 - November 2009
Merriman Curhan Ford June 2005 - October 2008
Roth Capital Partners January 2003 - June 2005
Lehman Brothers 2001 - 2003
Anle Paper / Kent Landsberg 1996 - 1999
Skills
Business Development, Investment Banking, Research, Sales, Debt & Equity Financing, Relationship Management, Emerging Markets, Small and Mid Cap..., Series 7, Equities, Venture Capital, Valuation, Trading, Private Equity, Investments, Hedge Funds, Financial Modeling, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Southern California 1992 — 1996
Bachelor of Science, Urban Planning and Development
Noble Financial November 2014 - Present
Drexel Hamilton, LLC March 2014 - November 2014
Merriman Capital, Inc. March 2013 - March 2014
C. K. Cooper & Company November 2009 - March 2013
Raymond James Financial Inc. October 2008 - November 2009
Merriman Curhan Ford June 2005 - October 2008
Roth Capital Partners January 2003 - June 2005
Lehman Brothers 2001 - 2003
Anle Paper / Kent Landsberg 1996 - 1999
Skills
Business Development, Investment Banking, Research, Sales, Debt & Equity Financing, Relationship Management, Emerging Markets, Small and Mid Cap..., Series 7, Equities, Venture Capital, Valuation, Trading, Private Equity, Investments, Hedge Funds, Financial Modeling, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Southern California 1992 — 1996
Bachelor of Science, Urban Planning and Development
Steve Mickle, CAIA Steve Mickle, CAIA's Merriman Capital, Inc. Experience January 2008 - June 2009
Job Director, Institutional Sales & Trading at WallachBeth Capital
Industry Financial Services
Experience
WallachBeth Capital May 2013 - Present
BlackRock December 2009 - May 2013
Barclays Global Investors June 2009 - December 2009
Merriman Capital, Inc. January 2008 - June 2009
Skills
Asset Management, Mutual Funds, Trading, Business Development, Marketing, Sales, Series 7, Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 63, ETFs, Investments, Portfolio Management, Capital Markets, Asset Allocation, Bloomberg, Investment Strategies, Insurance, Asset Managment, Securities
Education
Hamilton College 1996 — 2000
BA, Mathematics and Spanish
Pace Academy 1990 — 1996
WallachBeth Capital May 2013 - Present
BlackRock December 2009 - May 2013
Barclays Global Investors June 2009 - December 2009
Merriman Capital, Inc. January 2008 - June 2009
Skills
Asset Management, Mutual Funds, Trading, Business Development, Marketing, Sales, Series 7, Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 63, ETFs, Investments, Portfolio Management, Capital Markets, Asset Allocation, Bloomberg, Investment Strategies, Insurance, Asset Managment, Securities
Education
Hamilton College 1996 — 2000
BA, Mathematics and Spanish
Pace Academy 1990 — 1996
Fred Horan Fred Horan's Merriman Capital, Inc. Experience January 2015 - Present
Job Managing Director Institutional Sales
Industry Financial Services
Experience
Merriman Capital, Inc. January 2015 - Present
Dominick & Dominick LLC February 2012 - Present
Ticonderoga Securities LLC 2010 - 2012
Reynders Gray & Co January 1995 - June 2008
Skills
Equities, Equity Trading, Sales, Series 7, Securities, Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Trading, Investments, Asset Management
Education
Lynchburg College 1978 — 1982
Bachelor's degree, Business Administration and Management, General, Above average
Merriman Capital, Inc. January 2015 - Present
Dominick & Dominick LLC February 2012 - Present
Ticonderoga Securities LLC 2010 - 2012
Reynders Gray & Co January 1995 - June 2008
Skills
Equities, Equity Trading, Sales, Series 7, Securities, Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Trading, Investments, Asset Management
Education
Lynchburg College 1978 — 1982
Bachelor's degree, Business Administration and Management, General, Above average
Nikhil Krishnan Nikhil Krishnan's Merriman Capital, Inc. Experience June 2014 - August 2014
Job Student at California Institute of Technology
Industry Investment Banking
Experience
Merriman Capital, Inc. June 2014 - August 2014
University of Florida June 2013 - July 2013
Skills
Investment Banking, Valuation, Equity Research, Equity Trading, Capital Markets, Corporate Finance, Emerging Markets
Education
Caltech 2014 — 2018
Bachelor's Degree, Applied Mathematics
San Francisco University High School
High School
Merriman Capital, Inc. June 2014 - August 2014
University of Florida June 2013 - July 2013
Skills
Investment Banking, Valuation, Equity Research, Equity Trading, Capital Markets, Corporate Finance, Emerging Markets
Education
Caltech 2014 — 2018
Bachelor's Degree, Applied Mathematics
San Francisco University High School
High School
Naishadh Jha Naishadh Jha's Merriman Capital, Inc. Experience July 2013 - August 2013
Job Student
Industry Financial Services
Experience
Pacific Oak, LLC May 2015 - July 2015
Faircap Partners, LLC January 2015 - March 2015
PPGV June 2014 - August 2014
Merriman Capital, Inc. July 2013 - August 2013
Stanford University Medical Center October 2011 - June 2012
Lean Systems Institute June 2010 - September 2010
Skills
Communication, Driven By Results, Competitive, Adjustable, Positive Team Player, Microsoft Excel, Entrepreneurship, Fundraising, Research, Economics, Data Analysis, Time Management, Microsoft Office, PowerPoint, Public Speaking
Education
Indiana University Bloomington 2012 — 2016
Monta Vista High School 2008 — 2012
Pacific Oak, LLC May 2015 - July 2015
Faircap Partners, LLC January 2015 - March 2015
PPGV June 2014 - August 2014
Merriman Capital, Inc. July 2013 - August 2013
Stanford University Medical Center October 2011 - June 2012
Lean Systems Institute June 2010 - September 2010
Skills
Communication, Driven By Results, Competitive, Adjustable, Positive Team Player, Microsoft Excel, Entrepreneurship, Fundraising, Research, Economics, Data Analysis, Time Management, Microsoft Office, PowerPoint, Public Speaking
Education
Indiana University Bloomington 2012 — 2016
Monta Vista High School 2008 — 2012
Jack Monopoli's Merriman Capital, Inc. Experience April 2013 - Present
Job Managing Director, Head of Corporate Services Trading at Merriman Capital, Inc.
Industry Financial Services
Experience
Merriman Capital, Inc. April 2013 - Present
ThinkEquity January 2004 - November 2012
Thomas Weisel Partners January 1999 - April 2001
Deutsche Bank 1995 - 1997
Olde Discount Corporation 1991 - 1996
Skills
Equities, Series 7, Series 24, Series 55, Asset Allocation, FINRA, Hedge Funds, Trading, Risk Management, Mutual Funds, Series 63, Bloomberg, Trading Systems, Equity Trading, Electronic Trading, Options, Securities, Equity Research, Capital Markets, Alternative Investments, Financial Markets, Investment Banking, Fixed Income
Education
Boston University - School of Management 1983 — 1987
Bachelor Science Business Administration, Finance
Merriman Capital, Inc. April 2013 - Present
ThinkEquity January 2004 - November 2012
Thomas Weisel Partners January 1999 - April 2001
Deutsche Bank 1995 - 1997
Olde Discount Corporation 1991 - 1996
Skills
Equities, Series 7, Series 24, Series 55, Asset Allocation, FINRA, Hedge Funds, Trading, Risk Management, Mutual Funds, Series 63, Bloomberg, Trading Systems, Equity Trading, Electronic Trading, Options, Securities, Equity Research, Capital Markets, Alternative Investments, Financial Markets, Investment Banking, Fixed Income
Education
Boston University - School of Management 1983 — 1987
Bachelor Science Business Administration, Finance
Kristina Palmieri Kristina Palmieri's Merriman Capital, Inc. Experience April 2006 - October 2008
Job Director of HR, Events and Special Projects at Qatalyst Partners
Industry Banking
Experience
Qatalyst Partners November 2010 - Present
Partnership for a Healthier Tomorrow January 2009 - September 2010
Merriman Capital, Inc. April 2006 - October 2008
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science (B.S.), Economics
Qatalyst Partners November 2010 - Present
Partnership for a Healthier Tomorrow January 2009 - September 2010
Merriman Capital, Inc. April 2006 - October 2008
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science (B.S.), Economics
Drew Finnegan's Merriman Capital, Inc. Experience August 2014 - Present
Job Managing Director at Merriman Capital, Inc.
Industry Investment Banking
Experience
Merriman Capital, Inc. August 2014 - Present
Deal Labs December 2013 - July 2014
ADF Capital Management March 2011 - December 2013
Cambridge Investments Ltd. February 2002 - March 2011
Roberston Stephens Inc November 1997 - February 2002
Bear Stearns & Co. January 1996 - November 1997
Skills
Investments, Hedge Funds, Equity Trading, Trading, Portfolio Management, Equities, Mutual Funds, Banking, Investor Relations, Fundraising, Management, Asset Management, Investment Banking, Private Equity, Start-ups, Venture Capital, Strategy, Finance, Investment Management, Financial Services, Capital Markets, Alternative Investments, Valuation, Business Development, Securities
Education
Whittier College 1994 — 1996
Master of Arts (M.A.), Education
Ohio University 1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Sports Adminstration
Merriman Capital, Inc. August 2014 - Present
Deal Labs December 2013 - July 2014
ADF Capital Management March 2011 - December 2013
Cambridge Investments Ltd. February 2002 - March 2011
Roberston Stephens Inc November 1997 - February 2002
Bear Stearns & Co. January 1996 - November 1997
Skills
Investments, Hedge Funds, Equity Trading, Trading, Portfolio Management, Equities, Mutual Funds, Banking, Investor Relations, Fundraising, Management, Asset Management, Investment Banking, Private Equity, Start-ups, Venture Capital, Strategy, Finance, Investment Management, Financial Services, Capital Markets, Alternative Investments, Valuation, Business Development, Securities
Education
Whittier College 1994 — 1996
Master of Arts (M.A.), Education
Ohio University 1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Sports Adminstration
Becky (Borden) Popoff Becky (Borden) Popoff's Merriman Capital, Inc. Experience July 2008 - Present
Job Vice President Human Resources & Operations at Merriman Capital, Inc.
Industry Human Resources
Experience
Merriman Capital, Inc. July 2008 - Present
ThinkEquity LLC November 2006 - June 2008
Current TV October 2005 - November 2006
Mandate Pictures October 2004 - August 2005
United Talent Agency September 2003 - October 2004
Skills
Entertainment, Investment Banking, Venture Capital, Television, Equities, Outlook, Research, Marketing, Microsoft Excel, Budget, Microsoft Word, PowerPoint
Education
University of Arizona 1999 — 2003
BA, Media Arts and Theater Arts
LORENZO DE MEDICI, FLORENCE, ITALY 2002 — 2002
Merriman Capital, Inc. July 2008 - Present
ThinkEquity LLC November 2006 - June 2008
Current TV October 2005 - November 2006
Mandate Pictures October 2004 - August 2005
United Talent Agency September 2003 - October 2004
Skills
Entertainment, Investment Banking, Venture Capital, Television, Equities, Outlook, Research, Marketing, Microsoft Excel, Budget, Microsoft Word, PowerPoint
Education
University of Arizona 1999 — 2003
BA, Media Arts and Theater Arts
LORENZO DE MEDICI, FLORENCE, ITALY 2002 — 2002
Nathan Yamamoto, CPA Nathan Yamamoto, CPA's Merriman Capital, Inc. Experience July 2010 - January 2012
Job Owner, Yamamoto Financial Services
Industry Accounting
Experience
Yamamoto Financial Services January 2012 - Present
Merriman Capital, Inc. July 2010 - January 2012
Ernst & Young, LLP October 2006 - July 2010
American Savings Bank June 2004 - August 2004
Education
University of Washington 2005 — 2006
Master's of Public Accounting, Accounting
University of Washington 2001 — 2005
BA, Accounting, Finance
Punahou School
Yamamoto Financial Services January 2012 - Present
Merriman Capital, Inc. July 2010 - January 2012
Ernst & Young, LLP October 2006 - July 2010
American Savings Bank June 2004 - August 2004
Education
University of Washington 2005 — 2006
Master's of Public Accounting, Accounting
University of Washington 2001 — 2005
BA, Accounting, Finance
Punahou School
Brian Galdorisi's Merriman Capital, Inc. Experience December 2004 - December 2005
Job Regional Sales Manager at Salesforce.com
Industry Internet
Experience
Salesforce.com February 2015 - Present
Salesforce February 2014 - January 2015
Salesforce November 2010 - January 2014
Salesforce September 2008 - October 2010
Salesforce September 2007 - August 2008
Salesforce November 2006 - August 2007
Salesforce January 2006 - October 2006
Merriman Capital, Inc. December 2004 - December 2005
Caris & Company June 2003 - December 2004
Goldman Sachs October 1999 - October 2002
Skills
Sales Process, CRM, Equities, Salesforce.com, Financial Services, Trading, SaaS, Investments, Investment Banking, Financial Modeling, Account Management, Financial Advisory, Integrated Marketing, Metadata, Building Relationships, Underwriting, Entrepreneurship, Strategic Partnerships, Cloud Computing, Analytics, Business Development, Start-ups, Strategy, Go-to-market Strategy, Enterprise Software, Dance Instruction
Education
Boston College 1994 — 1998
Bachelor of Science, Carroll School of Managamanet: Marketing
Salesforce.com February 2015 - Present
Salesforce February 2014 - January 2015
Salesforce November 2010 - January 2014
Salesforce September 2008 - October 2010
Salesforce September 2007 - August 2008
Salesforce November 2006 - August 2007
Salesforce January 2006 - October 2006
Merriman Capital, Inc. December 2004 - December 2005
Caris & Company June 2003 - December 2004
Goldman Sachs October 1999 - October 2002
Skills
Sales Process, CRM, Equities, Salesforce.com, Financial Services, Trading, SaaS, Investments, Investment Banking, Financial Modeling, Account Management, Financial Advisory, Integrated Marketing, Metadata, Building Relationships, Underwriting, Entrepreneurship, Strategic Partnerships, Cloud Computing, Analytics, Business Development, Start-ups, Strategy, Go-to-market Strategy, Enterprise Software, Dance Instruction
Education
Boston College 1994 — 1998
Bachelor of Science, Carroll School of Managamanet: Marketing
Brian Pellegrini, CFA Brian Pellegrini, CFA's Merriman Capital, Inc. Experience April 2010 - May 2011
Job Senior Analyst at Connolly Insight
Industry Financial Services
Experience
Connolly Insight (LP) February 2013 - Present
Connolly Insight (LP) June 2011 - February 2013
Merriman Capital, Inc. April 2010 - May 2011
Morgan Stanley August 2008 - June 2009
Morgan Stanley January 2007 - August 2008
YouPopular.com April 2006 - January 2007
Bridgewater Associates April 2005 - April 2006
ABI Research July 2004 - April 2005
Skills
Trading, Strategy, Financial Modeling, Econometric Modeling, Valuation, Interest Rates, Equities, Emerging Markets, Matlab, VBA
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Northeastern University - Graduate School of Business Administration 2011 — 2013
M.S., Finance
Columbia Engineering 2000 — 2004
B.S., Computer Science
Connolly Insight (LP) February 2013 - Present
Connolly Insight (LP) June 2011 - February 2013
Merriman Capital, Inc. April 2010 - May 2011
Morgan Stanley August 2008 - June 2009
Morgan Stanley January 2007 - August 2008
YouPopular.com April 2006 - January 2007
Bridgewater Associates April 2005 - April 2006
ABI Research July 2004 - April 2005
Skills
Trading, Strategy, Financial Modeling, Econometric Modeling, Valuation, Interest Rates, Equities, Emerging Markets, Matlab, VBA
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Northeastern University - Graduate School of Business Administration 2011 — 2013
M.S., Finance
Columbia Engineering 2000 — 2004
B.S., Computer Science
Adriana Piltz Adriana Piltz's Merriman Capital, Inc. Experience June 2012 - Present
Job CoChief Compliance Officer/ Managing Director at Merriman Capital, Inc.
Industry Financial Services
Experience
Piltz & Patel Consulting LLC June 2014 - Present
Merriman Capital, Inc. June 2012 - Present
Ticonderoga Securities LLC May 2009 - April 2012
Collins Stewart November 2005 - May 2009
UNTERBERG LLCNov January 2005 - June 2007
Skills
Series 7, Series 24, Series 87, Series 63, Series 16 (Part II), Research Compliance, BlueMatrix, Factset, ThomsonReuters, TheMarkets, Editorial of Research..., Approval of Research..., Supervisory Analyst, Marketing Management, Contract Negotiation, Research and Marketing..., Capital IQ, Capital Markets, FINRA, Project Management, Event Planning, Corporate Events, Due Diligence, Mergers & Acquisitions, Securities, Analysis, Venture Capital, Bloomberg, Investments, Valuation, Equities
Education
Berkeley College-New York 2003 — 2007
BS, International Business, GPA of 3.98 out of 4.0
University of Pavla Jozefa Safarika 1992 — 1995
BBA in Physics and Mathematics, Physics, Mathematics, Programing
Berkeley College
BBA, International Business
UNIVERSITY OF PAVLA JOZEFA SAFARIKA
BBA, Mathematics and Physics
Piltz & Patel Consulting LLC June 2014 - Present
Merriman Capital, Inc. June 2012 - Present
Ticonderoga Securities LLC May 2009 - April 2012
Collins Stewart November 2005 - May 2009
UNTERBERG LLCNov January 2005 - June 2007
Skills
Series 7, Series 24, Series 87, Series 63, Series 16 (Part II), Research Compliance, BlueMatrix, Factset, ThomsonReuters, TheMarkets, Editorial of Research..., Approval of Research..., Supervisory Analyst, Marketing Management, Contract Negotiation, Research and Marketing..., Capital IQ, Capital Markets, FINRA, Project Management, Event Planning, Corporate Events, Due Diligence, Mergers & Acquisitions, Securities, Analysis, Venture Capital, Bloomberg, Investments, Valuation, Equities
Education
Berkeley College-New York 2003 — 2007
BS, International Business, GPA of 3.98 out of 4.0
University of Pavla Jozefa Safarika 1992 — 1995
BBA in Physics and Mathematics, Physics, Mathematics, Programing
Berkeley College
BBA, International Business
UNIVERSITY OF PAVLA JOZEFA SAFARIKA
BBA, Mathematics and Physics
Dunfei (William) Chen Dunfei (William) Chen's Merriman Capital, Inc. Experience June 2012 - August 2012
Job Investment Professional
Industry Investment Management
Experience
Knights Group June 2014 - Present
Fusion Analytics Investment Partners June 2013 - August 2013
Merriman Capital, Inc. June 2012 - August 2012
The Blackstone Group (HK) Ltd July 2010 - August 2010
Skills
Derivatives, Fixed Income, Corporate Finance, Stata, Statistics, Financial Modeling, Valuation, Excel, Quantitative Analysis, Economics, R, Investment Management, Alternative Investments, Equity Trading, VBA, Portfolio Management, MATLAB, Private Equity, Quantitative Finance, Bloomberg Terminal, Matlab, Investments, Quantitative Analytics, Due Diligence, Finance
Education
Cornell University 2011 — 2013
Master of Engineering, Financial Engineering
University of Rochester 2008 — 2011
BA and BS, Financial Economics and Mathematics
Nanjing University 2006 — 2007
Industrial Engineering
Knights Group June 2014 - Present
Fusion Analytics Investment Partners June 2013 - August 2013
Merriman Capital, Inc. June 2012 - August 2012
The Blackstone Group (HK) Ltd July 2010 - August 2010
Skills
Derivatives, Fixed Income, Corporate Finance, Stata, Statistics, Financial Modeling, Valuation, Excel, Quantitative Analysis, Economics, R, Investment Management, Alternative Investments, Equity Trading, VBA, Portfolio Management, MATLAB, Private Equity, Quantitative Finance, Bloomberg Terminal, Matlab, Investments, Quantitative Analytics, Due Diligence, Finance
Education
Cornell University 2011 — 2013
Master of Engineering, Financial Engineering
University of Rochester 2008 — 2011
BA and BS, Financial Economics and Mathematics
Nanjing University 2006 — 2007
Industrial Engineering
Chase Womack Chase Womack's Merriman Capital, Inc. Experience June 2014 - Present
Job Associate with Merriman Capital
Industry Capital Markets
Experience
Merriman Capital, Inc. June 2014 - Present
Skills
Sales, Financial Analysis, Research, Investment Banking, Teamwork, Microsoft Excel, Microsoft Office, Marketing, Public Speaking, Microsoft Word, PowerPoint, Financial Modeling, Java, Athletics, Analysis, Statistics, Data Analysis, Event Planning, Social Media, Leadership, C++, Customer Service
Education
Dartmouth College
Bachelor's Degree, Economics
Merriman Capital, Inc. June 2014 - Present
Skills
Sales, Financial Analysis, Research, Investment Banking, Teamwork, Microsoft Excel, Microsoft Office, Marketing, Public Speaking, Microsoft Word, PowerPoint, Financial Modeling, Java, Athletics, Analysis, Statistics, Data Analysis, Event Planning, Social Media, Leadership, C++, Customer Service
Education
Dartmouth College
Bachelor's Degree, Economics
Phillip Swindells Phillip Swindells's Merriman Capital, Inc. Experience July 2014 - Present
Job Intern at Merriman Capital, Inc.
Industry
Experience
Merriman Capital, Inc. July 2014 - Present
Transmedia Capital June 2014 - July 2014
KickLabs June 2013 - August 2013
Skills
Social Media, Market Research, Entrepreneurship, Advertising, PowerPoint, Customer Engagement, Microsoft Excel, Digital Marketing, Analytics, Microsoft Word
Education
Colby College 2012 — 2016
Economics, Junior
Queen Mary, U. of London 2014 — 2014
Study Abroad, Economics
University of Salamanca 2012 — 2012
Study Abroad
Merriman Capital, Inc. July 2014 - Present
Transmedia Capital June 2014 - July 2014
KickLabs June 2013 - August 2013
Skills
Social Media, Market Research, Entrepreneurship, Advertising, PowerPoint, Customer Engagement, Microsoft Excel, Digital Marketing, Analytics, Microsoft Word
Education
Colby College 2012 — 2016
Economics, Junior
Queen Mary, U. of London 2014 — 2014
Study Abroad, Economics
University of Salamanca 2012 — 2012
Study Abroad
Zach Singleton Zach Singleton's Merriman Capital, Inc. Experience August 2006 - December 2006
Job Product Strategy at Google
Industry Internet
Experience
Google October 2013 - Present
Northern Light School September 2014 - Present
Golden State Warriors April 2013 - June 2013
Kiosked August 2012 - September 2012
Google June 2012 - August 2012
Deloitte Consulting February 2007 - June 2011
Merriman Capital, Inc. August 2006 - December 2006
Skills
Cross-functional Team..., Start-ups, E-commerce, Product Management, Management, Leadership, Mobile Devices, Project Management, Financial Analysis, C++, Computer Science, Consulting, CRM, Mergers & Acquisitions, Management Consulting, Business Analysis, Product Development, Analytics, Requirements Analysis, Strategy
Education
Stanford Graduate School of Business 2011 — 2013
MBA
University of California, Berkeley 2004 — 2006
BA, Economics
Marin Academy 1998 — 2002
Google October 2013 - Present
Northern Light School September 2014 - Present
Golden State Warriors April 2013 - June 2013
Kiosked August 2012 - September 2012
Google June 2012 - August 2012
Deloitte Consulting February 2007 - June 2011
Merriman Capital, Inc. August 2006 - December 2006
Skills
Cross-functional Team..., Start-ups, E-commerce, Product Management, Management, Leadership, Mobile Devices, Project Management, Financial Analysis, C++, Computer Science, Consulting, CRM, Mergers & Acquisitions, Management Consulting, Business Analysis, Product Development, Analytics, Requirements Analysis, Strategy
Education
Stanford Graduate School of Business 2011 — 2013
MBA
University of California, Berkeley 2004 — 2006
BA, Economics
Marin Academy 1998 — 2002
Jaclyn Strife Jaclyn Strife's Merriman Capital, Inc. Experience May 2007 - February 2011
Job Chief Investment Officer at Oceanic Partners
Industry Investment Management
Experience
Oceanic Partners, Inc. September 2014 - Present
Emerson Equity LLC February 2011 - Present
MicroVenture Marketplace, Inc. August 2012 - July 2014
SharesPost February 2011 - August 2012
Merriman Capital, Inc. May 2007 - February 2011
Mihalovich Partners April 2006 - April 2007
Bear Naked January 2005 - April 2006
Skills
Venture Capital, Private Equity, Start-ups, Investments, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Due Diligence, Equities, Entrepreneurship, Strategic Partnerships
Education
Dartmouth College 2000 — 2004
Oceanic Partners, Inc. September 2014 - Present
Emerson Equity LLC February 2011 - Present
MicroVenture Marketplace, Inc. August 2012 - July 2014
SharesPost February 2011 - August 2012
Merriman Capital, Inc. May 2007 - February 2011
Mihalovich Partners April 2006 - April 2007
Bear Naked January 2005 - April 2006
Skills
Venture Capital, Private Equity, Start-ups, Investments, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Due Diligence, Equities, Entrepreneurship, Strategic Partnerships
Education
Dartmouth College 2000 — 2004
Bradley Rotter Bradley Rotter's Merriman Capital, Inc. Experience January 2009 - Present
Job
Industry Venture Capital & Private Equity
Experience
WatershipBlue Inc April 2015 - Present
Rivetz April 2014 - Present
Sequella, Inc. January 2009 - Present
Halo Maritime Defense Systems 2009 - Present
Knightscope, Inc. May 2014 - Present
Clarksville, California September 2002 - Present
Merriman Capital, Inc. January 2009 - Present
Skills
Hedge Funds, futurist, wireless security, Venture Capital, Wireless, Mobile, Investments, Strategic Partnerships, Mobile Devices, Start-ups, Futurism, Corporate Development, Enterprise Software, Cross-functional Team..., Entrepreneurship, Private Equity, Cloud Computing, Mergers, Wireless Security, Product Management, Business Development, Due Diligence, Executive Management, Angel Investing, Strategic Planning, Business Strategy, Security, International Business, Go-to-market Strategy, SaaS, Mergers & Acquisitions, Leadership, New Business Development, Growth Capital, Portfolio Management, IPO, Business Planning, Alternative Investments, Strategy, Venture Financing, Selling, Private Placements, Business Alliances, Capital Raising, E-commerce, Program Management, Strategic Consulting, Investor Relations, Contract Negotiation, Emerging Markets
Education
University of Chicago 1977 — 1982
MBA, Finance
New York University, Stern School of Business 1980 — 1981
Masters, Graduate School of Business
United States Military Academy at West Point 1973 — 1976
Engineering
WatershipBlue Inc April 2015 - Present
Rivetz April 2014 - Present
Sequella, Inc. January 2009 - Present
Halo Maritime Defense Systems 2009 - Present
Knightscope, Inc. May 2014 - Present
Clarksville, California September 2002 - Present
Merriman Capital, Inc. January 2009 - Present
Skills
Hedge Funds, futurist, wireless security, Venture Capital, Wireless, Mobile, Investments, Strategic Partnerships, Mobile Devices, Start-ups, Futurism, Corporate Development, Enterprise Software, Cross-functional Team..., Entrepreneurship, Private Equity, Cloud Computing, Mergers, Wireless Security, Product Management, Business Development, Due Diligence, Executive Management, Angel Investing, Strategic Planning, Business Strategy, Security, International Business, Go-to-market Strategy, SaaS, Mergers & Acquisitions, Leadership, New Business Development, Growth Capital, Portfolio Management, IPO, Business Planning, Alternative Investments, Strategy, Venture Financing, Selling, Private Placements, Business Alliances, Capital Raising, E-commerce, Program Management, Strategic Consulting, Investor Relations, Contract Negotiation, Emerging Markets
Education
University of Chicago 1977 — 1982
MBA, Finance
New York University, Stern School of Business 1980 — 1981
Masters, Graduate School of Business
United States Military Academy at West Point 1973 — 1976
Engineering
Eric Rajewski Eric Rajewski's Merriman Capital, Inc. Experience April 2004 - September 2011
Job Head of Institutional Equity Sales at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. October 2011 - Present
Merriman Capital, Inc. April 2004 - September 2011
Banc of America Securities April 2000 - June 2003
Skills
Equities, Series 7, Series 63, Valuation, Bloomberg, Equity Research, Investments, Financial Modeling, Equity Trading, Investment Banking, Hedge Funds, Capital Markets, Securities, Equity Capital Markets, Alternative Investments, Options
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1999
BS, Finance
Chatfield High School
B. Riley & Co. October 2011 - Present
Merriman Capital, Inc. April 2004 - September 2011
Banc of America Securities April 2000 - June 2003
Skills
Equities, Series 7, Series 63, Valuation, Bloomberg, Equity Research, Investments, Financial Modeling, Equity Trading, Investment Banking, Hedge Funds, Capital Markets, Securities, Equity Capital Markets, Alternative Investments, Options
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1999
BS, Finance
Chatfield High School
Jon Buttles Jon Buttles's Merriman Capital, Inc. Experience July 2012 - August 2014
Job Chief Financial Officer at Cypress Creek Renewables
Industry Venture Capital & Private Equity
Experience
Cypress Creek Renewables September 2015 - Present
Boldface June 2014 - Present
Cypress Creek Renewables February 2015 - August 2015
PodNod Inc. May 2011 - March 2015
Core Equity Group May 2004 - February 2015
Merriman Capital, Inc. July 2012 - August 2014
SBI USA 2000 - 2004
Monument Advisors 1998 - 2000
Bank One 1996 - 1998
Skills
Venture Capital, Private Equity, Investment Banking, Start-ups, Entrepreneurship, Mergers, Valuation, Due Diligence, Business Planning, Financial Modeling, Series 79, Series 63, FINRA, Mergers & Acquisitions, Finance, Private Placements, Corporate Finance, Investor Relations, Investments, Portfolio Management, Securities, Funding, Asset Management, Corporate Development, Capital, Capital Raising, Capital Markets
Education
Miami University 1992 — 1996
Finance, Economics
Cypress Creek Renewables September 2015 - Present
Boldface June 2014 - Present
Cypress Creek Renewables February 2015 - August 2015
PodNod Inc. May 2011 - March 2015
Core Equity Group May 2004 - February 2015
Merriman Capital, Inc. July 2012 - August 2014
SBI USA 2000 - 2004
Monument Advisors 1998 - 2000
Bank One 1996 - 1998
Skills
Venture Capital, Private Equity, Investment Banking, Start-ups, Entrepreneurship, Mergers, Valuation, Due Diligence, Business Planning, Financial Modeling, Series 79, Series 63, FINRA, Mergers & Acquisitions, Finance, Private Placements, Corporate Finance, Investor Relations, Investments, Portfolio Management, Securities, Funding, Asset Management, Corporate Development, Capital, Capital Raising, Capital Markets
Education
Miami University 1992 — 1996
Finance, Economics
Jonathan Lowenberg's Merriman Capital, Inc. Experience 2009 - 2010
Job Senior Account Executive at Relationship Science
Industry Information Technology and Services
Experience
Relationship Science July 2013 - Present
ACE Portal February 2014 - Present
Morgan Joseph TriArtisan LLC 2010 - 2012
Merriman Capital, Inc. 2009 - 2010
Natixis 2006 - 2008
Think Equity Partners 2005 - 2006
UBS Investment Bank 2001 - 2005
Skills
Investment Banking, Equities, Capital Markets, Valuation, Private Equity, Hedge Funds, Equity Research, Venture Capital, Financial Modeling, Private Placements, Corporate Finance, Corporate Development, Fixed Income, Series 7, Investments
Education
NYU Stern School of Business 1999 — 2000
MBA, Finance
Emory University - Goizueta Business School 1985 — 1989
BBA, Finance
Relationship Science July 2013 - Present
ACE Portal February 2014 - Present
Morgan Joseph TriArtisan LLC 2010 - 2012
Merriman Capital, Inc. 2009 - 2010
Natixis 2006 - 2008
Think Equity Partners 2005 - 2006
UBS Investment Bank 2001 - 2005
Skills
Investment Banking, Equities, Capital Markets, Valuation, Private Equity, Hedge Funds, Equity Research, Venture Capital, Financial Modeling, Private Placements, Corporate Finance, Corporate Development, Fixed Income, Series 7, Investments
Education
NYU Stern School of Business 1999 — 2000
MBA, Finance
Emory University - Goizueta Business School 1985 — 1989
BBA, Finance
Jesse T. Herrick's Merriman Capital, Inc. Experience January 2011 - September 2012
Job Managing Director | COO at Constant Energy Capital
Industry Venture Capital & Private Equity
Experience
Constant Energy Capital January 2015 - Present
TriplePoint, LLC November 2008 - January 2015
American DG Energy October 2013 - April 2014
EuroSite Power Limited October 2013 - April 2014
Scarsdale Equities LLC September 2012 - October 2013
Merriman Capital, Inc. January 2011 - September 2012
Merriman Curhan Ford & Co. 2005 - November 2008
ATK Space Systems 2004 - 2005
DARPA 2004 - 2004
Lawrence Livermore National Laboratory 2001 - 2004
Skills
Cleantech, Financial Modeling, Due Diligence, Valuation, Renewable Energy, Corporate Finance, Equities, Business Development, Energy, Equity Research, Investments, Investor Relations, Venture Capital, Finance, Emerging Markets, Private Equity
Education
University of California, Berkeley 2003 — 2004
MS, Mechanical Engineering
Université Joseph Fourier (Grenoble I) 2002 — 2003
French Language
University of California, Santa Barbara 1998 — 2002
BS, Mechanical Engineering
Constant Energy Capital January 2015 - Present
TriplePoint, LLC November 2008 - January 2015
American DG Energy October 2013 - April 2014
EuroSite Power Limited October 2013 - April 2014
Scarsdale Equities LLC September 2012 - October 2013
Merriman Capital, Inc. January 2011 - September 2012
Merriman Curhan Ford & Co. 2005 - November 2008
ATK Space Systems 2004 - 2005
DARPA 2004 - 2004
Lawrence Livermore National Laboratory 2001 - 2004
Skills
Cleantech, Financial Modeling, Due Diligence, Valuation, Renewable Energy, Corporate Finance, Equities, Business Development, Energy, Equity Research, Investments, Investor Relations, Venture Capital, Finance, Emerging Markets, Private Equity
Education
University of California, Berkeley 2003 — 2004
MS, Mechanical Engineering
Université Joseph Fourier (Grenoble I) 2002 — 2003
French Language
University of California, Santa Barbara 1998 — 2002
BS, Mechanical Engineering
Regan Roberts's Merriman Capital, Inc. Experience June 2015 - August 2015
Job Senior Assistant at Rauner Rare Works Library
Industry
Experience
Rauner Rare Works Library September 2015 - Present
Merriman Capital, Inc. June 2015 - August 2015
NiteTables June 2015 - July 2015
Dartmouth Blunt Alumni Office March 2015 - June 2015
Virginia Asset Management January 2015 - March 2015
Turnkey Promotions, Inc. January 2015 - February 2015
Project VetCare Non-Profit March 2014 - August 2014
Back Bay Gourmet June 2013 - December 2013
Dartmouth College Biology Department March 2013 - June 2013
Skills
Fundraising, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Leadership, Social Media, Customer Service, Public Speaking, Spanish, Event Planning
Education
Dartmouth College 2012 — 2016
Economics
Cape Henry Collegiate 2008 — 2012
4.23
Rauner Rare Works Library September 2015 - Present
Merriman Capital, Inc. June 2015 - August 2015
NiteTables June 2015 - July 2015
Dartmouth Blunt Alumni Office March 2015 - June 2015
Virginia Asset Management January 2015 - March 2015
Turnkey Promotions, Inc. January 2015 - February 2015
Project VetCare Non-Profit March 2014 - August 2014
Back Bay Gourmet June 2013 - December 2013
Dartmouth College Biology Department March 2013 - June 2013
Skills
Fundraising, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Leadership, Social Media, Customer Service, Public Speaking, Spanish, Event Planning
Education
Dartmouth College 2012 — 2016
Economics
Cape Henry Collegiate 2008 — 2012
4.23
Yura Barabash Yura Barabash's Merriman Capital, Inc. Experience 2007 - 2009
Job Managing Director, Investment Banking Primary Capital LLC
Industry Investment Banking
Experience
Enerfund 2013 - Present
Primary Capital LLC 2011 - Present
Rodman & Renshaw 2009 - 2011
Merriman Capital, Inc. 2007 - 2009
Merrill Lynch 2005 - 2006
Bank of America 2002 - 2005
World Economic Forum February 2002 - February 2002
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MIA
Enerfund 2013 - Present
Primary Capital LLC 2011 - Present
Rodman & Renshaw 2009 - 2011
Merriman Capital, Inc. 2007 - 2009
Merrill Lynch 2005 - 2006
Bank of America 2002 - 2005
World Economic Forum February 2002 - February 2002
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MIA
Gary Abbott Gary Abbott's Merriman Capital, Inc. Experience January 2015 - Present
Job Managing Director at Merriman Capital, Inc.
Industry Financial Services
Experience
Merriman Capital, Inc. January 2015 - Present
Capital Market Relations July 2012 - January 2015
O2Micro International, Ltd. December 2007 - June 2012
American Technology Research, Inc. 2006 - 2007
Abbott Asset Management 2005 - 2006
H&R Block, Hanifen Imhoff, Punk Ziegel, HC Wainwright, & Merriman Curhan Ford 1994 - 2005
Skills
Investor Relations, Investments, Capital Markets, Corporate Finance, Strategy, Due Diligence, SEC filings, Investment Banking, Mergers & Acquisitions
Education
The Ohio State University Fisher College of Business 1992 — 1994
MBA, Finance
The University of Arizona 1988 — 1991
Bachelor of Science (BS), General Business Administration
Merriman Capital, Inc. January 2015 - Present
Capital Market Relations July 2012 - January 2015
O2Micro International, Ltd. December 2007 - June 2012
American Technology Research, Inc. 2006 - 2007
Abbott Asset Management 2005 - 2006
H&R Block, Hanifen Imhoff, Punk Ziegel, HC Wainwright, & Merriman Curhan Ford 1994 - 2005
Skills
Investor Relations, Investments, Capital Markets, Corporate Finance, Strategy, Due Diligence, SEC filings, Investment Banking, Mergers & Acquisitions
Education
The Ohio State University Fisher College of Business 1992 — 1994
MBA, Finance
The University of Arizona 1988 — 1991
Bachelor of Science (BS), General Business Administration
David Rottenberg's Merriman Capital, Inc. Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Cowen and Company
Industry Capital Markets
Experience
Cowen and Company June 2015 - August 2015
Global Credit Advisers, LLC May 2015 - May 2015
Merriman Capital, Inc. June 2014 - August 2014
Save a Child's Heart August 2013 - May 2014
GreensLedge June 2013 - August 2013
Game Seven Marketing June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Event Planning, Leadership, Microsoft Word, Research, Teamwork, Marketing, Financial Analysis
Education
Tulane University 2012 — 2016
Cowen and Company June 2015 - August 2015
Global Credit Advisers, LLC May 2015 - May 2015
Merriman Capital, Inc. June 2014 - August 2014
Save a Child's Heart August 2013 - May 2014
GreensLedge June 2013 - August 2013
Game Seven Marketing June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Event Planning, Leadership, Microsoft Word, Research, Teamwork, Marketing, Financial Analysis
Education
Tulane University 2012 — 2016
Elise Stern Elise Stern's Merriman Capital, Inc. Experience September 2002 - November 2011
Job Managing Director, Corporate Finance at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities July 2013 - Present
Dominick & Dominick LLC October 2011 - June 2013
Merriman Capital, Inc. September 2002 - November 2011
Volpe Brown Whelan 1991 - 1993
Montgomery Securities 1988 - 1990
Skills
Capital Raising,..., Project Planning, Capital Markets, Business Strategy, Investment Banking, New Business Development, Wealth Management, Capital Raising, Executive Management, Restructuring, Start-ups, Business Planning, Venture Capital, Strategy, Corporate Development, Securities, Entrepreneurship, Emerging Markets, Bloomberg, Trading, Series 63, Finance, Investor Relations, Private Placements, Equity Research, Management Consulting, Leadership, Financial Structuring, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 1982 — 1984
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Finance
Roslyn High School 1972 — 1976
Regents Degree
Dawson James Securities July 2013 - Present
Dominick & Dominick LLC October 2011 - June 2013
Merriman Capital, Inc. September 2002 - November 2011
Volpe Brown Whelan 1991 - 1993
Montgomery Securities 1988 - 1990
Skills
Capital Raising,..., Project Planning, Capital Markets, Business Strategy, Investment Banking, New Business Development, Wealth Management, Capital Raising, Executive Management, Restructuring, Start-ups, Business Planning, Venture Capital, Strategy, Corporate Development, Securities, Entrepreneurship, Emerging Markets, Bloomberg, Trading, Series 63, Finance, Investor Relations, Private Placements, Equity Research, Management Consulting, Leadership, Financial Structuring, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 1982 — 1984
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Finance
Roslyn High School 1972 — 1976
Regents Degree
Zoe Sexton, MBA's Merriman Capital, Inc. Experience June 2015 - Present
Job Managing Director, Wealth Management | Institutional Services | Women in Transition
Industry Financial Services
Experience
Merriman Capital, Inc. June 2015 - Present
Inanna House April 2011 - Present
Skills
Entrepreneurship, Strategic Partnerships, Social Media Marketing, Business Development, Marketing, Small Business, Competitive Analysis, Business Planning, New Business Development, Coaching, Social Media, Strategic Financial..., Project Management, Business Strategy, Marketing Communications, Finance, Women's Issues, Public Speaking, Marketing Strategy, Project Planning, Public Relations, Portfolio Management, Thought Leadership, Management Consulting, Leadership, Leadership Development, Applied Behavior..., Wealth Management, Alternative Investments, Published Author, Mentoring, Strategic Communications, Personal Development, Organizational Behavior, Retirement Planning, Product Naming, Transition Planning, Women Leaders, Women Owned Business, Charitable Gift Planning, Estate Planning, Life & Health Insurance..., Family Business, Executive Compensation..., Behavior Change, Nutrition, Financial Planning, Management, Strategy, Professional Women
Education
Dominican University of California 2000 — 2002
MBA
University of California, Santa Barbara 1983 — 1987
BA
Merriman Capital, Inc. June 2015 - Present
Inanna House April 2011 - Present
Skills
Entrepreneurship, Strategic Partnerships, Social Media Marketing, Business Development, Marketing, Small Business, Competitive Analysis, Business Planning, New Business Development, Coaching, Social Media, Strategic Financial..., Project Management, Business Strategy, Marketing Communications, Finance, Women's Issues, Public Speaking, Marketing Strategy, Project Planning, Public Relations, Portfolio Management, Thought Leadership, Management Consulting, Leadership, Leadership Development, Applied Behavior..., Wealth Management, Alternative Investments, Published Author, Mentoring, Strategic Communications, Personal Development, Organizational Behavior, Retirement Planning, Product Naming, Transition Planning, Women Leaders, Women Owned Business, Charitable Gift Planning, Estate Planning, Life & Health Insurance..., Family Business, Executive Compensation..., Behavior Change, Nutrition, Financial Planning, Management, Strategy, Professional Women
Education
Dominican University of California 2000 — 2002
MBA
University of California, Santa Barbara 1983 — 1987
BA
Cameron Lee's Merriman Capital, Inc. Experience September 2014 - December 2014
Job StudentAthlete at Dartmouth College
Industry Investment Management
Experience
BigGreenBeats January 2014 - Present
HEADstrong Foundation January 2013 - January 2015
Merriman Capital, Inc. September 2014 - December 2014
LiveIntent, Inc. June 2014 - August 2014
Destrier Capital Management December 2013 - December 2013
Noble, Inc. June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Skills
Social Media, Editing, Blogging, Press Releases, Microsoft Excel, Public Speaking, Bloomberg Terminal, Financial Modeling, Investment Strategies, Financial Statements, Sales Prospecting, Marketing Research, Spreadsheets, Teasers, Web Design, Email Marketing, HTML emails, Data Analysis, Public Relations, Financial Analysis, Fundraising, Project Management, Security Management, Organizational..., Business Development, Financial Reporting, Trend Analysis, Domain Monetization, Short Sales, New Business Generation, Lead Generation, Business Valuation, Stock Market Analysis, IPO, HTML Emails, Event Planning, Research, Leadership, Social Networking
Education
Dartmouth College 2012 — 2016
Bachelor of the Arts, Political Science and Government
Deerfield Academy 2011 — 2012
Post Graduate
Cold Spring Harbor High School 2008 — 2011
BigGreenBeats January 2014 - Present
HEADstrong Foundation January 2013 - January 2015
Merriman Capital, Inc. September 2014 - December 2014
LiveIntent, Inc. June 2014 - August 2014
Destrier Capital Management December 2013 - December 2013
Noble, Inc. June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Skills
Social Media, Editing, Blogging, Press Releases, Microsoft Excel, Public Speaking, Bloomberg Terminal, Financial Modeling, Investment Strategies, Financial Statements, Sales Prospecting, Marketing Research, Spreadsheets, Teasers, Web Design, Email Marketing, HTML emails, Data Analysis, Public Relations, Financial Analysis, Fundraising, Project Management, Security Management, Organizational..., Business Development, Financial Reporting, Trend Analysis, Domain Monetization, Short Sales, New Business Generation, Lead Generation, Business Valuation, Stock Market Analysis, IPO, HTML Emails, Event Planning, Research, Leadership, Social Networking
Education
Dartmouth College 2012 — 2016
Bachelor of the Arts, Political Science and Government
Deerfield Academy 2011 — 2012
Post Graduate
Cold Spring Harbor High School 2008 — 2011
John Vander Vennet's Merriman Capital, Inc. Experience October 2013 - Present
Job Vice President, Head of Sales at Coleman Research
Industry Financial Services
Experience
Coleman Research April 2015 - Present
Merriman Capital, Inc. October 2013 - Present
IMATCHATIVE INC. February 2014 - February 2015
SunGard January 2012 - June 2013
SunGard Wealth & Retirement Administration October 2009 - January 2012
SunGard Wealth & Retirement Administration January 2007 - September 2009
SunGard Global Network (SGN) January 2001 - December 2006
Currenex Inc. January 2000 - January 2001
Morgan Stanley Investment Management/Van Kampen Investments October 1997 - December 1999
Nova Intercultural Institute July 1995 - April 1997
Skills
Series 7, Series 24, Financial Services, Trading Systems, Wealth Management, Start-ups, Business Development, Banking, Trading, Equities, Professional Services, Electronic Trading, Account Management, Finance, Management, Financial Markets, Risk Management, Vendor Management, Portfolio Management, Capital Markets, Asset Management, Derivatives, Fixed Income, Investment Banking, Business Process..., Options, FX Options, Financial Risk, Strategy, Business Analysis, Mergers & Acquisitions, Relationship Management, IT Strategy, Market Data, Executive Management, Leadership, Sales Management, Equity Trading, Investment Management, Securities, Commodity, Alternative Investments, Hedge Funds, FX trading, Investments, Middle Office, Financial Modeling, Enterprise Software, Equity Derivatives, Entrepreneurship
Education
Boston College 1991 — 1995
BA, American History
Coleman Research April 2015 - Present
Merriman Capital, Inc. October 2013 - Present
IMATCHATIVE INC. February 2014 - February 2015
SunGard January 2012 - June 2013
SunGard Wealth & Retirement Administration October 2009 - January 2012
SunGard Wealth & Retirement Administration January 2007 - September 2009
SunGard Global Network (SGN) January 2001 - December 2006
Currenex Inc. January 2000 - January 2001
Morgan Stanley Investment Management/Van Kampen Investments October 1997 - December 1999
Nova Intercultural Institute July 1995 - April 1997
Skills
Series 7, Series 24, Financial Services, Trading Systems, Wealth Management, Start-ups, Business Development, Banking, Trading, Equities, Professional Services, Electronic Trading, Account Management, Finance, Management, Financial Markets, Risk Management, Vendor Management, Portfolio Management, Capital Markets, Asset Management, Derivatives, Fixed Income, Investment Banking, Business Process..., Options, FX Options, Financial Risk, Strategy, Business Analysis, Mergers & Acquisitions, Relationship Management, IT Strategy, Market Data, Executive Management, Leadership, Sales Management, Equity Trading, Investment Management, Securities, Commodity, Alternative Investments, Hedge Funds, FX trading, Investments, Middle Office, Financial Modeling, Enterprise Software, Equity Derivatives, Entrepreneurship
Education
Boston College 1991 — 1995
BA, American History
Ross Lazio's Merriman Capital, Inc. Experience 2007 - 2007
Job Business Development Manager at InfoPeople Corporation
Industry Staffing and Recruiting
Experience
Mindlance 2013 - 2014
Kforce 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
Alden Technology Partners 2008 - 2008
Merriman Capital, Inc. 2007 - 2007
Skills
Business Development, Market Research, Sales, Finance, Banking, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Valuation, Salesforce.com, Bloomberg, Equities
Education
Indiana University Bloomington
Public Financial Management
Delbarton School
Mindlance 2013 - 2014
Kforce 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
Alden Technology Partners 2008 - 2008
Merriman Capital, Inc. 2007 - 2007
Skills
Business Development, Market Research, Sales, Finance, Banking, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Valuation, Salesforce.com, Bloomberg, Equities
Education
Indiana University Bloomington
Public Financial Management
Delbarton School
Kurt Graeber Kurt Graeber's Merriman Capital, Inc. Experience September 2011 - September 2012
Job Capital Markets at Scarsdale Equities LLC
Industry Financial Services
Experience
Scarsdale Equities LLC September 2012 - Present
Merriman Capital, Inc. September 2011 - September 2012
Morgan Stanley Smith Barney February 2010 - August 2011
Merrill Lynch April 2008 - September 2008
Prindle, Decker & Amaro June 2006 - September 2007
Education
Dartmouth College 2006 — 2009
B.A, History, Economics
Scarsdale Equities LLC September 2012 - Present
Merriman Capital, Inc. September 2011 - September 2012
Morgan Stanley Smith Barney February 2010 - August 2011
Merrill Lynch April 2008 - September 2008
Prindle, Decker & Amaro June 2006 - September 2007
Education
Dartmouth College 2006 — 2009
B.A, History, Economics
Chris Bonnet's Merriman Capital, Inc. Experience September 2013 - July 2014
Job
Industry Financial Services
Experience
Worldsight Organization June 2014 - Present
Merriman Capital, Inc. September 2013 - July 2014
Worldsight Organization May 2012 - August 2013
Rainmakers Private Equity October 2011 - June 2012
Worldsight Organization August 2008 - October 2011
Red Herring January 2007 - October 2008
Peritus Group 2004 - 2007
Desjardins Securities 2001 - 2004
Groome Capital 1999 - 2001
National Bank Financial 1997 - 1999
Skills
Investment Advisory, Capital Raising, Venture Capital, Private Equity, Investment Banking, Financial Structuring, Entrepreneurship, Corporate Development, Valuation, Investments, Due Diligence, Investor Relations, IPO, Mergers, Financial Modeling, Mergers & Acquisitions, Restructuring, Start-ups, Financial Services, Emerging Markets, Equities, International Business, Financial Analysis, Executive Management, Joint Ventures, Finance, Strategic Partnerships, Strategy, Management, Capital Markets, Angel Investing, Funding, Corporate Finance, Hedge Funds, Acquisition Integration, Business Planning, M&A experience, Structured Finance, Mutual Funds, Project Finance, LBO, Capital, Alternative Investments, Private Placements, Portfolio Management, Divestitures, Leveraged Finance, Asset Management, Business Modeling, Business Valuation
Education
Concordia University
Executive MBA, International Finance
Worldsight Organization June 2014 - Present
Merriman Capital, Inc. September 2013 - July 2014
Worldsight Organization May 2012 - August 2013
Rainmakers Private Equity October 2011 - June 2012
Worldsight Organization August 2008 - October 2011
Red Herring January 2007 - October 2008
Peritus Group 2004 - 2007
Desjardins Securities 2001 - 2004
Groome Capital 1999 - 2001
National Bank Financial 1997 - 1999
Skills
Investment Advisory, Capital Raising, Venture Capital, Private Equity, Investment Banking, Financial Structuring, Entrepreneurship, Corporate Development, Valuation, Investments, Due Diligence, Investor Relations, IPO, Mergers, Financial Modeling, Mergers & Acquisitions, Restructuring, Start-ups, Financial Services, Emerging Markets, Equities, International Business, Financial Analysis, Executive Management, Joint Ventures, Finance, Strategic Partnerships, Strategy, Management, Capital Markets, Angel Investing, Funding, Corporate Finance, Hedge Funds, Acquisition Integration, Business Planning, M&A experience, Structured Finance, Mutual Funds, Project Finance, LBO, Capital, Alternative Investments, Private Placements, Portfolio Management, Divestitures, Leveraged Finance, Asset Management, Business Modeling, Business Valuation
Education
Concordia University
Executive MBA, International Finance
Trisha VanderGiessen's Merriman Capital, Inc. Experience January 2000 - October 2001
Job Human Resources at Pro Refrigeration, Inc.
Industry Machinery
Experience
Pro Refrigeration, Inc. March 2005 - Present
Merriman Capital, Inc. January 2000 - October 2001
Lopez and Fantel 1999 - 2000
Skills
Employee Relations, Human Resources, Recruiting, Talent Management, Performance Management, Change Management, Process Improvement, Talent Acquisition, HRIS, Employee Engagement, Team Building, Microsoft Office, Onboarding
Education
Green River Community College 2003 — 2004
Shoreline Community College 1998 — 1999
Business Administration and Management, General
Pro Refrigeration, Inc. March 2005 - Present
Merriman Capital, Inc. January 2000 - October 2001
Lopez and Fantel 1999 - 2000
Skills
Employee Relations, Human Resources, Recruiting, Talent Management, Performance Management, Change Management, Process Improvement, Talent Acquisition, HRIS, Employee Engagement, Team Building, Microsoft Office, Onboarding
Education
Green River Community College 2003 — 2004
Shoreline Community College 1998 — 1999
Business Administration and Management, General
Selin Wold Selin Wold's Merriman Capital, Inc. Experience December 2010 - September 2011
Job JMP Group LLC
Industry Financial Services
Experience
JMP Group LLC September 2015 - Present
B. Riley & Co. September 2011 - September 2015
Merriman Capital, Inc. December 2010 - September 2011
Merriman Capital, Inc. August 2002 - December 2010
Robertson Stephens March 1999 - July 2002
Skills
Series 7, Series 63, Series 24, Compliance, Equity Trading, Equities, Securities, Bloomberg, Asset Management, Hedge Funds, FINRA
Education
University of California, Santa Barbara
BA, Film Studies and History of Art & Architecture
JMP Group LLC September 2015 - Present
B. Riley & Co. September 2011 - September 2015
Merriman Capital, Inc. December 2010 - September 2011
Merriman Capital, Inc. August 2002 - December 2010
Robertson Stephens March 1999 - July 2002
Skills
Series 7, Series 63, Series 24, Compliance, Equity Trading, Equities, Securities, Bloomberg, Asset Management, Hedge Funds, FINRA
Education
University of California, Santa Barbara
BA, Film Studies and History of Art & Architecture
Ryan Kiley Ryan Kiley's Merriman Capital, Inc. Experience June 2006 - June 2007
Job Associate Financial Advisor at Chamberlain Group
Industry Financial Services
Experience
Chamberlain Group November 2007 - Present
Gracor Investors, Inc. December 2007 - December 2010
MRC Worldwide July 2007 - November 2007
Merriman Capital, Inc. June 2006 - June 2007
Reed Connor Birdwell May 2005 - September 2005
Merrill Lynch May 2003 - September 2003
Skills
Investment Management, Financial Advisory, Portfolio Management, Alternative Investments, Retirement Planning, Wealth Management, Series 7, 401k, Asset Protection, Mergers & Acquisitions, Non-Qualified Deferred..., Executive Benefit..., Public Speaking, Disability Insurance, Financial Analysis, Wealth Accumulation..., Captives, Real Estate Investment..., Value Investing, Insurance Consulting, Buy-Sell, Incentive Programs, Selling Skills, Asset Managment, Life Insurance, Equity Research, Life & Health Insurance..., Asset Allocation, Wealth, Retirement, Valuation, Due Diligence, Bonds, Mergers, Investment Strategies, Strategic Financial..., Mutual Funds, Financial Modeling, Financial Planners, Retirement Plan..., Estate Planning, Investment Advisory, Sales
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
BS in Business Administration, Finance, 3.3
Laguna Hills 1998 — 2001
High School, General Studies, 4.4
Chamberlain Group November 2007 - Present
Gracor Investors, Inc. December 2007 - December 2010
MRC Worldwide July 2007 - November 2007
Merriman Capital, Inc. June 2006 - June 2007
Reed Connor Birdwell May 2005 - September 2005
Merrill Lynch May 2003 - September 2003
Skills
Investment Management, Financial Advisory, Portfolio Management, Alternative Investments, Retirement Planning, Wealth Management, Series 7, 401k, Asset Protection, Mergers & Acquisitions, Non-Qualified Deferred..., Executive Benefit..., Public Speaking, Disability Insurance, Financial Analysis, Wealth Accumulation..., Captives, Real Estate Investment..., Value Investing, Insurance Consulting, Buy-Sell, Incentive Programs, Selling Skills, Asset Managment, Life Insurance, Equity Research, Life & Health Insurance..., Asset Allocation, Wealth, Retirement, Valuation, Due Diligence, Bonds, Mergers, Investment Strategies, Strategic Financial..., Mutual Funds, Financial Modeling, Financial Planners, Retirement Plan..., Estate Planning, Investment Advisory, Sales
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
BS in Business Administration, Finance, 3.3
Laguna Hills 1998 — 2001
High School, General Studies, 4.4
Amelia Harris Amelia Harris's Merriman Capital, Inc. Experience December 2009 - April 2011
Job Equity Research, Vice President
Industry Investment Banking
Experience
Investment Bank May 2011 - Present
Merriman Capital, Inc. December 2009 - April 2011
Stanford University December 2009 - May 2010
Live Green June 2009 - November 2009
Skills
Networking, Servers, Series 7, Equities, Financial Modeling, Financial Analysis, Valuation, Series 63, Series 86, Series 87, Equity Research
Education
The Johns Hopkins University 2005 — 2009
BA, Psychology
Investment Bank May 2011 - Present
Merriman Capital, Inc. December 2009 - April 2011
Stanford University December 2009 - May 2010
Live Green June 2009 - November 2009
Skills
Networking, Servers, Series 7, Equities, Financial Modeling, Financial Analysis, Valuation, Series 63, Series 86, Series 87, Equity Research
Education
The Johns Hopkins University 2005 — 2009
BA, Psychology
Sean Mattox, CISA, MCP+I Sean Mattox, CISA, MCP+I's Merriman Capital, Inc. Experience July 2005 - September 2011
Job President & Founder Templar Advisory Services, Inc.
Industry Financial Services
Experience
Templar Advisory Services, Inc. January 2008 - Present
California Conservation & Liquidation Office January 2006 - Present
Royal Bank of Scotland December 2013 - December 2014
Merriman Capital, Inc. July 2005 - September 2011
uWink, Inc. March 2008 - July 2008
VA Software June 2005 - July 2005
Apparel Limited, Inc. January 2004 - April 2004
bebe May 2002 - January 2004
CBS MarketWatch 2004 - 2004
Skills
SDLC, Sarbanes-Oxley Act, Disaster Recovery, Risk Assessment, Internal Controls, Internal Audit, Auditing, Management Consulting, Project Planning, Business Process..., Business Strategy, Sarbanes-Oxley, Management, Accounting, Financial Services
Education
Moorpark College
Business Administration and Management, General
Kearsarge Regional High School- New Hampshire
High School Diploma, College/University Prepatory
Templar Advisory Services, Inc. January 2008 - Present
California Conservation & Liquidation Office January 2006 - Present
Royal Bank of Scotland December 2013 - December 2014
Merriman Capital, Inc. July 2005 - September 2011
uWink, Inc. March 2008 - July 2008
VA Software June 2005 - July 2005
Apparel Limited, Inc. January 2004 - April 2004
bebe May 2002 - January 2004
CBS MarketWatch 2004 - 2004
Skills
SDLC, Sarbanes-Oxley Act, Disaster Recovery, Risk Assessment, Internal Controls, Internal Audit, Auditing, Management Consulting, Project Planning, Business Process..., Business Strategy, Sarbanes-Oxley, Management, Accounting, Financial Services
Education
Moorpark College
Business Administration and Management, General
Kearsarge Regional High School- New Hampshire
High School Diploma, College/University Prepatory
Brian Thomasch Brian Thomasch's Merriman Capital, Inc. Experience August 2007 - November 2010
Job Vice President, M&A at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities December 2010 - Present
Merriman Capital, Inc. August 2007 - November 2010
Morgan Stanley February 2006 - May 2006
ELCO Management June 2005 - July 2005
Skills
Investment Banking, Valuation, Financial Modeling, Private Placements, Private Equity, Financial Analysis, Corporate Finance, Mergers, Mergers & Acquisitions, Due Diligence, Equities, Capital Markets, Bloomberg, Hedge Funds, Emerging Markets, Equity Research, Investments
Education
University of Southern California 2003 — 2007
BS, Business Administration
The London School of Economics and Political Science (LSE) 2006 — 2006
The Lawrenceville School 2000 — 2003
HSBC Securities December 2010 - Present
Merriman Capital, Inc. August 2007 - November 2010
Morgan Stanley February 2006 - May 2006
ELCO Management June 2005 - July 2005
Skills
Investment Banking, Valuation, Financial Modeling, Private Placements, Private Equity, Financial Analysis, Corporate Finance, Mergers, Mergers & Acquisitions, Due Diligence, Equities, Capital Markets, Bloomberg, Hedge Funds, Emerging Markets, Equity Research, Investments
Education
University of Southern California 2003 — 2007
BS, Business Administration
The London School of Economics and Political Science (LSE) 2006 — 2006
The Lawrenceville School 2000 — 2003
Heather Malde Heather Malde's Merriman Capital, Inc. Experience May 2010 - August 2010
Job Senior Merchandise Planner at J.Crew
Industry Retail
Experience
J.Crew October 2014 - Present
All Hands Volunteers, Inc 2010 - Present
Coach March 2014 - October 2014
Coach February 2013 - March 2014
Coach November 2011 - March 2013
Macy's August 2010 - March 2012
Merriman Capital, Inc. May 2010 - August 2010
Skills
Excel, Microsoft Office, Management, Data Analysis, Analysis, Product Development, Retail, Merchandising, Forecasting, Inventory Management, PowerPoint, Microsoft Excel
Education
University of Florida 2006 — 2010
Bachelors of Science in Business Administration, Finance
J.Crew October 2014 - Present
All Hands Volunteers, Inc 2010 - Present
Coach March 2014 - October 2014
Coach February 2013 - March 2014
Coach November 2011 - March 2013
Macy's August 2010 - March 2012
Merriman Capital, Inc. May 2010 - August 2010
Skills
Excel, Microsoft Office, Management, Data Analysis, Analysis, Product Development, Retail, Merchandising, Forecasting, Inventory Management, PowerPoint, Microsoft Excel
Education
University of Florida 2006 — 2010
Bachelors of Science in Business Administration, Finance
Joel Achramowicz Joel Achramowicz's Merriman Capital, Inc. Experience January 2012 - August 2014
Job Director, Investor Relations at PMCSierra
Industry Investment Banking
Experience
PMC-Sierra August 2014 - Present
Merriman Capital, Inc. January 2012 - August 2014
Blaylock, Robert Van April 2009 - January 2012
The ATOZ Group August 2008 - April 2009
PhotonIC Corporation June 2008 - August 2008
MDB Capital Group 2006 - 2008
Broadband Physics 2006 - 2006
Videodisgo May 2004 - October 2005
Komag August 2003 - May 2004
Com21, Inc. April 2002 - August 2002
Skills
Banking, Start-ups, Strategic Planning, Financial Modeling, Strategy, Corporate Finance, Finance, Venture Capital, Business Planning, Equities, Corporate Development, Valuation, Business Strategy, Product Management, Investment Banking, Business Development, Risk Management, Equity Research, Capital Markets, Management, Entrepreneurship, Management Consulting, Investments, Marketing Strategy, Mergers & Acquisitions
Education
Association of Investment Management & Research (AIMR) 1994 — 1996
CFA Level II (Passed Level I Exam), Equities Research and Financial Analysis
University of Southern California 1980 — 1981
MS, Computer Architecture
Stanford University 1978 — 1980
BSEE, Electrical Engineering
Claremont McKenna College 1975 — 1978
BA, Economics/Corporate Finance
PMC-Sierra August 2014 - Present
Merriman Capital, Inc. January 2012 - August 2014
Blaylock, Robert Van April 2009 - January 2012
The ATOZ Group August 2008 - April 2009
PhotonIC Corporation June 2008 - August 2008
MDB Capital Group 2006 - 2008
Broadband Physics 2006 - 2006
Videodisgo May 2004 - October 2005
Komag August 2003 - May 2004
Com21, Inc. April 2002 - August 2002
Skills
Banking, Start-ups, Strategic Planning, Financial Modeling, Strategy, Corporate Finance, Finance, Venture Capital, Business Planning, Equities, Corporate Development, Valuation, Business Strategy, Product Management, Investment Banking, Business Development, Risk Management, Equity Research, Capital Markets, Management, Entrepreneurship, Management Consulting, Investments, Marketing Strategy, Mergers & Acquisitions
Education
Association of Investment Management & Research (AIMR) 1994 — 1996
CFA Level II (Passed Level I Exam), Equities Research and Financial Analysis
University of Southern California 1980 — 1981
MS, Computer Architecture
Stanford University 1978 — 1980
BSEE, Electrical Engineering
Claremont McKenna College 1975 — 1978
BA, Economics/Corporate Finance
Brandi Gatlin Brandi Gatlin's Merriman Capital, Inc. Experience May 2010 - October 2011
Job
Industry Financial Services
Experience
Triad Securities March 2015 - Present
Merriman Capital, Inc. May 2010 - October 2011
WJB Capital Group, Inc. November 2008 - May 2010
A.G. Edwards & Sons, Inc. April 2000 - December 2007
J.C. Bradford & Co. February 1996 - April 2000
Skills
Equity Trading, Event Management, Trading, Analysis, Series 7, Series 63, Equities, Bloomberg, Securities, Investments, Investor Relations, Equity Research, New Business Development, Institutional, Mutual Funds, Research, Capital Markets, Equity Valuation, Private Equity, Asset Allocation, Valuation, Financial Markets, Alternative Investments, Electronic Trading, Portfolio Management, Investment Banking, Trading Systems, FINRA, Financial Analysis, Series 24, Hedge Funds, Proprietary Trading, Financial Services, Fixed Income, Investment Advisory, Account Sales Strategies, Derivatives, Options, IPO, ETFs, Bonds, Investment Strategies, Hedging, Structured Products, Prime Brokerage, Stock Trading, Institutional Sales, Equity Derivatives, Asset Management, Emerging Markets
Education
University of Alabama 1991 — 1995
Bachelor of Science, Commerce Business and Administration
Thomasville High School
Triad Securities March 2015 - Present
Merriman Capital, Inc. May 2010 - October 2011
WJB Capital Group, Inc. November 2008 - May 2010
A.G. Edwards & Sons, Inc. April 2000 - December 2007
J.C. Bradford & Co. February 1996 - April 2000
Skills
Equity Trading, Event Management, Trading, Analysis, Series 7, Series 63, Equities, Bloomberg, Securities, Investments, Investor Relations, Equity Research, New Business Development, Institutional, Mutual Funds, Research, Capital Markets, Equity Valuation, Private Equity, Asset Allocation, Valuation, Financial Markets, Alternative Investments, Electronic Trading, Portfolio Management, Investment Banking, Trading Systems, FINRA, Financial Analysis, Series 24, Hedge Funds, Proprietary Trading, Financial Services, Fixed Income, Investment Advisory, Account Sales Strategies, Derivatives, Options, IPO, ETFs, Bonds, Investment Strategies, Hedging, Structured Products, Prime Brokerage, Stock Trading, Institutional Sales, Equity Derivatives, Asset Management, Emerging Markets
Education
University of Alabama 1991 — 1995
Bachelor of Science, Commerce Business and Administration
Thomasville High School
Max Spanko Max Spanko's Merriman Capital, Inc. Experience June 2014 - May 2015
Job AWM at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2015 - Present
Merriman Capital, Inc. June 2014 - May 2015
Merriman Capital, Inc. November 2012 - June 2014
DeMatteo Monness LLC August 2009 - August 2010
DeMatteo Monness LLC June 2009 - August 2009
Skills
Investments, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Sales, Client Development, Mergers & Acquisitions, Equities, Hedge Funds, Mutual Funds, Investment Banking, Bloomberg, FINRA, Valuation, Options, Equity Research, Finance, Capital Markets, Alternative Investments, Trading, Private Equity, Capital Raising, Series 7, Series 63, Financial Markets, Corporate Finance, Fixed Income, Venture Capital, Bloomberg Terminal, Asset Management, Equity Trading, Private Placements, Investor Relations, Financial Services, Emerging Markets, Capital, Portfolio Management, Electronic Trading, IPO, Financial Advisory, Corporate Development, Investment Management, Trading Systems, Economics, Series 24, Due Diligence, Derivatives
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.Sc.), Finance
San Jose State University
Business
Pioneer High School
Deutsche Bank May 2015 - Present
Merriman Capital, Inc. June 2014 - May 2015
Merriman Capital, Inc. November 2012 - June 2014
DeMatteo Monness LLC August 2009 - August 2010
DeMatteo Monness LLC June 2009 - August 2009
Skills
Investments, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Sales, Client Development, Mergers & Acquisitions, Equities, Hedge Funds, Mutual Funds, Investment Banking, Bloomberg, FINRA, Valuation, Options, Equity Research, Finance, Capital Markets, Alternative Investments, Trading, Private Equity, Capital Raising, Series 7, Series 63, Financial Markets, Corporate Finance, Fixed Income, Venture Capital, Bloomberg Terminal, Asset Management, Equity Trading, Private Placements, Investor Relations, Financial Services, Emerging Markets, Capital, Portfolio Management, Electronic Trading, IPO, Financial Advisory, Corporate Development, Investment Management, Trading Systems, Economics, Series 24, Due Diligence, Derivatives
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.Sc.), Finance
San Jose State University
Business
Pioneer High School
Patrick Wee's Merriman Capital, Inc. Experience July 2006 - January 2009
Job
Industry Health, Wellness and Fitness
Experience
Fitness Anywhere LLC September 2010 - Present
Merriman Capital, Inc. July 2006 - January 2009
Banc of America Securities May 1998 - October 2004
Skills
Salesforce.com, Outlook, Financial Analysis, Equities, Series 7, Microsoft Excel, Customer Service, Securities, Process Improvement, Corporate Finance, Risk Management, Leadership, Financial Modeling, Budgets, Sales
Education
San Francisco State University
Bachelor of Science (BS)
Fitness Anywhere LLC September 2010 - Present
Merriman Capital, Inc. July 2006 - January 2009
Banc of America Securities May 1998 - October 2004
Skills
Salesforce.com, Outlook, Financial Analysis, Equities, Series 7, Microsoft Excel, Customer Service, Securities, Process Improvement, Corporate Finance, Risk Management, Leadership, Financial Modeling, Budgets, Sales
Education
San Francisco State University
Bachelor of Science (BS)
Joe Minton's Merriman Capital, Inc. Experience July 2010 - August 2012
Job Lightspeed Trading
Industry Financial Services
Experience
Lightspeed Trading August 2015 - Present
Joan Minton Memorial Scholarship 2005 - Present
Livevol Securities, Inc. August 2012 - August 2015
Merriman Capital, Inc. July 2010 - August 2012
Sole Proprietor 2007 - July 2010
Parallax Fund, L.P. 2004 - 2007
Sole Proprietor 2002 - 2004
Group One Trading, LP 1998 - 2002
Skills
Trading, Derivatives, Options, Equities, Risk Management, Asset Management, Securities, Trading Systems, Portfolio Management, Investments, Equity Derivatives, Hedge Funds, Research, Proprietary Trading, Volatility, Hedging, Customer Service, Market Making, Livevol X, Livevol Pro, Arbitrage
Education
University of Colorado at Boulder
B.S. Business, Finance
UC Berkeley Extension
Portfolio Management
Lightspeed Trading August 2015 - Present
Joan Minton Memorial Scholarship 2005 - Present
Livevol Securities, Inc. August 2012 - August 2015
Merriman Capital, Inc. July 2010 - August 2012
Sole Proprietor 2007 - July 2010
Parallax Fund, L.P. 2004 - 2007
Sole Proprietor 2002 - 2004
Group One Trading, LP 1998 - 2002
Skills
Trading, Derivatives, Options, Equities, Risk Management, Asset Management, Securities, Trading Systems, Portfolio Management, Investments, Equity Derivatives, Hedge Funds, Research, Proprietary Trading, Volatility, Hedging, Customer Service, Market Making, Livevol X, Livevol Pro, Arbitrage
Education
University of Colorado at Boulder
B.S. Business, Finance
UC Berkeley Extension
Portfolio Management
Bob Ward's Merriman Capital, Inc. Experience November 2013 - Present
Job CEO and Founder, RS Advisory.
Industry Financial Services
Experience
RS Advisory LLC September 2013 - Present
Merriman Capital, Inc. November 2013 - Present
Envestnet Retirement Solutions LLC August 2013 - Present
FinaConnect Inc October 2012 - Present
Distribution Networks November 2012 - September 2013
SunGard Wealth Management 2008 - October 2012
SunGard Transaction Network 2004 - 2008
SunGard Transaction Network 2001 - 2004
SunGard Transaction Network 1998 - 2001
State Street Bank & Trust Company 1994 - 1998
Skills
Financial Services, Trading Systems, Derivatives, Capital Markets, Equities, Hedge Funds, Trading, Business Analysis, Securities, Wealth Management, Banking, Strategy, Investments, Risk Management, Investment Banking, Fixed Income, Portfolio Management, Options, Due Diligence, Back Office, Asset Management, Alternative Investments, New Business Development, Electronic Trading, Relationship Management, Market Data, Financial Markets, Investment Strategies, FX Options, Financial Risk, Private Equity, Mutual Funds, Mergers & Acquisitions, Equity Trading, Commodity, Series 7, Financial Technology
Education
Bentley University 1997 — 1998
MBA, International Business
Colby College 1989 — 1993
RS Advisory LLC September 2013 - Present
Merriman Capital, Inc. November 2013 - Present
Envestnet Retirement Solutions LLC August 2013 - Present
FinaConnect Inc October 2012 - Present
Distribution Networks November 2012 - September 2013
SunGard Wealth Management 2008 - October 2012
SunGard Transaction Network 2004 - 2008
SunGard Transaction Network 2001 - 2004
SunGard Transaction Network 1998 - 2001
State Street Bank & Trust Company 1994 - 1998
Skills
Financial Services, Trading Systems, Derivatives, Capital Markets, Equities, Hedge Funds, Trading, Business Analysis, Securities, Wealth Management, Banking, Strategy, Investments, Risk Management, Investment Banking, Fixed Income, Portfolio Management, Options, Due Diligence, Back Office, Asset Management, Alternative Investments, New Business Development, Electronic Trading, Relationship Management, Market Data, Financial Markets, Investment Strategies, FX Options, Financial Risk, Private Equity, Mutual Funds, Mergers & Acquisitions, Equity Trading, Commodity, Series 7, Financial Technology
Education
Bentley University 1997 — 1998
MBA, International Business
Colby College 1989 — 1993
Thomas Burch's Merriman Capital, Inc. Experience September 2012 - June 2014
Job Senior Network Design Specialist
Industry Telecommunications
Experience
Windstream Communications June 2014 - Present
Merriman Capital, Inc. September 2012 - June 2014
Windstream Communications August 2011 - September 2012
Equian Technologies April 2011 - August 2011
Nollenberger Capital Partners September 2005 - April 2011
149 th Armor 1998 - 2006
Thomas Weisel Partners July 1999 - September 2005
Golden Gate University June 1998 - August 1999
Skills
Technology Management, Asset Managment, Investments, Management, Networking, Telecommunications, Strategic Planning, Network Design, Managed Services, SaaS, Salesforce.com, Valuation, Financial Modeling, Financial Analysis, Executive Management, Data Center, Consulting, Cloud Computing, Budgets, Asset Management
Education
Additional Education 1998 — 1999
Computer Systems Networking and Telecommunications
University of Nevada-Las Vegas - College of Business 1994 — 1998
Bachelor of Business Administration, Management Information Systems, General
Windstream Communications June 2014 - Present
Merriman Capital, Inc. September 2012 - June 2014
Windstream Communications August 2011 - September 2012
Equian Technologies April 2011 - August 2011
Nollenberger Capital Partners September 2005 - April 2011
149 th Armor 1998 - 2006
Thomas Weisel Partners July 1999 - September 2005
Golden Gate University June 1998 - August 1999
Skills
Technology Management, Asset Managment, Investments, Management, Networking, Telecommunications, Strategic Planning, Network Design, Managed Services, SaaS, Salesforce.com, Valuation, Financial Modeling, Financial Analysis, Executive Management, Data Center, Consulting, Cloud Computing, Budgets, Asset Management
Education
Additional Education 1998 — 1999
Computer Systems Networking and Telecommunications
University of Nevada-Las Vegas - College of Business 1994 — 1998
Bachelor of Business Administration, Management Information Systems, General
Adrienne Tam's Merriman Capital, Inc. Experience March 2010 - January 2012
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
Katherine Blansett's Merriman Capital, Inc. Experience January 2011 - October 2011
Job Relationship Management
Industry Financial Services
Experience
Wedbush Securities December 2011 - March 2014
Merriman Capital, Inc. January 2011 - October 2011
Wetherby Asset Management February 2008 - January 2011
JPMorgan May 2006 - February 2008
UC Berkeley January 2003 - May 2006
SaRonix, LLC February 2000 - February 2002
Skills
Series 7, Investments, Bloomberg, Equity Research, Hedge Funds, Equities, Alternative Investments, Securities, Asset Management, Series 63, Asset Allocation, Capital Markets, Fixed Income, FINRA, Financial Modeling, Valuation
Education
University of California, Berkeley 2001 — 2006
BA, Interdisciplinary Studies
Wedbush Securities December 2011 - March 2014
Merriman Capital, Inc. January 2011 - October 2011
Wetherby Asset Management February 2008 - January 2011
JPMorgan May 2006 - February 2008
UC Berkeley January 2003 - May 2006
SaRonix, LLC February 2000 - February 2002
Skills
Series 7, Investments, Bloomberg, Equity Research, Hedge Funds, Equities, Alternative Investments, Securities, Asset Management, Series 63, Asset Allocation, Capital Markets, Fixed Income, FINRA, Financial Modeling, Valuation
Education
University of California, Berkeley 2001 — 2006
BA, Interdisciplinary Studies
Paul Hlavaty's Merriman Capital, Inc. Experience 2009 - 2011
Job
Industry Financial Services
Experience
Hewlett-Packard July 2014 - Present
Hewlett-Packard May 2013 - August 2013
Galt & Company 2012 - 2012
Merriman Capital, Inc. 2009 - 2011
Commonwealth Associates 2007 - 2009
Sony Music Entertainment 2005 - 2007
Skills
Financial Statement..., Valuation, Financial Modeling, Corporate Finance, Equities, Strong presentation and..., Investments, Client Interfacing, Investor Relations, Capital, Financial Analysis, CRM, Equity Research, Sell Side, Client Development, Finance, Capital Introduction, Equity Offerings, Client Relationship..., Client Communication, Strategy, Hedge Funds, Capital Markets, Management, Mergers & Acquisitions, Leadership, Portfolio Management
Education
University of Wisconsin-Madison 2012 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2001 — 2005
BA
Hewlett-Packard July 2014 - Present
Hewlett-Packard May 2013 - August 2013
Galt & Company 2012 - 2012
Merriman Capital, Inc. 2009 - 2011
Commonwealth Associates 2007 - 2009
Sony Music Entertainment 2005 - 2007
Skills
Financial Statement..., Valuation, Financial Modeling, Corporate Finance, Equities, Strong presentation and..., Investments, Client Interfacing, Investor Relations, Capital, Financial Analysis, CRM, Equity Research, Sell Side, Client Development, Finance, Capital Introduction, Equity Offerings, Client Relationship..., Client Communication, Strategy, Hedge Funds, Capital Markets, Management, Mergers & Acquisitions, Leadership, Portfolio Management
Education
University of Wisconsin-Madison 2012 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2001 — 2005
BA
Charles Mastellone's Merriman Capital, Inc. Experience October 2006 - April 2011
Job Experienced financial services professional looking for innovative and/or startup opportunities
Industry Financial Services
Experience
Mizuho Securities USA Inc. April 2011 - May 2015
Merriman Capital, Inc. October 2006 - April 2011
Gendai Solutions LLC July 2005 - March 2008
Moors & Cabot January 2006 - September 2006
Sallea Antiques, Inc September 2004 - December 2005
Japan Exchange and Teaching Program(me) (JET) July 2003 - August 2004
Skills
Series 7, Equities, Equity Research, Hedge Funds, Analysis, Bloomberg, Research, Japanese, Capital Markets, Fixed Income, Securities, Financial Modeling, series 24
Education
Colgate University 1998 — 2002
BA, Japanese
Middlebury College 2002 — 2002
N/A, Japanese
Mizuho Securities USA Inc. April 2011 - May 2015
Merriman Capital, Inc. October 2006 - April 2011
Gendai Solutions LLC July 2005 - March 2008
Moors & Cabot January 2006 - September 2006
Sallea Antiques, Inc September 2004 - December 2005
Japan Exchange and Teaching Program(me) (JET) July 2003 - August 2004
Skills
Series 7, Equities, Equity Research, Hedge Funds, Analysis, Bloomberg, Research, Japanese, Capital Markets, Fixed Income, Securities, Financial Modeling, series 24
Education
Colgate University 1998 — 2002
BA, Japanese
Middlebury College 2002 — 2002
N/A, Japanese
Howard Bernstein's Merriman Capital, Inc. Experience October 2009 - March 2015
Job Chief Compliance Officer, Associate General Counsel at Kraken Bitcoin Exchange
Industry Capital Markets
Experience
Kraken Bitcoin Exchange April 2015 - Present
Merriman Capital, Inc. October 2009 - March 2015
Pacific Growth Equities, LLC August 2002 - October 2009
Robertson Stephens 2000 - 2002
Knight Securities 1995 - 2000
NYSE 1996 - 1997
J.P. Morgan 1987 - 1995
Skills
FINRA, Series 24, Equities, Series 63, Securities Regulation, Private Placements, Due Diligence, Private Equity, Broker-Dealer, Investments, Asset Managment, SEC, Trading, Financial Services, SEC filings, AML, Asset Management, Anti Money Laundering, Capital Markets, Hedge Funds
Education
New York Law School 1993 — 1997
Doctor of Law (JD)
Regents College of the State of New York 1992 — 1993
Bachelor's degree, Political Science and Government
Kraken Bitcoin Exchange April 2015 - Present
Merriman Capital, Inc. October 2009 - March 2015
Pacific Growth Equities, LLC August 2002 - October 2009
Robertson Stephens 2000 - 2002
Knight Securities 1995 - 2000
NYSE 1996 - 1997
J.P. Morgan 1987 - 1995
Skills
FINRA, Series 24, Equities, Series 63, Securities Regulation, Private Placements, Due Diligence, Private Equity, Broker-Dealer, Investments, Asset Managment, SEC, Trading, Financial Services, SEC filings, AML, Asset Management, Anti Money Laundering, Capital Markets, Hedge Funds
Education
New York Law School 1993 — 1997
Doctor of Law (JD)
Regents College of the State of New York 1992 — 1993
Bachelor's degree, Political Science and Government
Bill Southern's Merriman Capital, Inc. Experience April 2013 - September 2013
Job Sales Executive
Industry Financial Services
Experience
Mergermarket October 2014 - Present
Dooher Construction September 2013 - October 2014
Merriman Capital, Inc. April 2013 - September 2013
ThinkEquity LLC July 2010 - October 2012
Thomas Weisel Partners March 2000 - June 2010
Lehman Brothers November 1999 - March 2000
Selective Insurance June 1998 - November 1999
Skills
Series 7, 55, and 63, Bloomberg, Lava and Fidessa, Microsoft Excel, Equities, Hedge Funds, Trading, Capital Markets, Equity Trading, Securities, Electronic Trading, Equity Research, Investments, Bonds, Series 63, Series 7
Education
Binghamton University 1993 — 1998
Bachelor of Science (B.S.) & Bachelor of Arts (B.A), Biochemistry & Economics
Mergermarket October 2014 - Present
Dooher Construction September 2013 - October 2014
Merriman Capital, Inc. April 2013 - September 2013
ThinkEquity LLC July 2010 - October 2012
Thomas Weisel Partners March 2000 - June 2010
Lehman Brothers November 1999 - March 2000
Selective Insurance June 1998 - November 1999
Skills
Series 7, 55, and 63, Bloomberg, Lava and Fidessa, Microsoft Excel, Equities, Hedge Funds, Trading, Capital Markets, Equity Trading, Securities, Electronic Trading, Equity Research, Investments, Bonds, Series 63, Series 7
Education
Binghamton University 1993 — 1998
Bachelor of Science (B.S.) & Bachelor of Arts (B.A), Biochemistry & Economics
Michael Querard's Merriman Capital, Inc. Experience June 2013 - April 2015
Job Engaging Public Speaker; Trusted Adviser to MidMarket Companies; Independent Investment Banker
Industry Investment Banking
Experience
Generational Equity, LLC. September 2013 - Present
Merriman Capital, Inc. June 2013 - April 2015
BCMS Corporate January 2011 - May 2013
Privately Held M&A Advisory Firm January 2007 - December 2010
QPI, Inc. February 2003 - January 2008
Cap Gemini Ernst & Young March 2001 - September 2002
Fannie Mae January 1997 - December 1999
Skills
Mergers, Strategic Planning, Financial Analysis, Entrepreneurship, Management Consulting, Valuation, Business Purchases &..., Capital Raising, Venture Capital, Strategy, Investment Banking, Mergers & Acquisitions, Executive Management, Business Development, Leadership, Corporate Development, Equities, Capital Markets, CRM
Education
Georgetown University Law Center 1989 — 1992
J.D.
Colorado School of Mines 1985 — 1989
B.S., Computer Science / Mathematics, Summa cum laude
Generational Equity, LLC. September 2013 - Present
Merriman Capital, Inc. June 2013 - April 2015
BCMS Corporate January 2011 - May 2013
Privately Held M&A Advisory Firm January 2007 - December 2010
QPI, Inc. February 2003 - January 2008
Cap Gemini Ernst & Young March 2001 - September 2002
Fannie Mae January 1997 - December 1999
Skills
Mergers, Strategic Planning, Financial Analysis, Entrepreneurship, Management Consulting, Valuation, Business Purchases &..., Capital Raising, Venture Capital, Strategy, Investment Banking, Mergers & Acquisitions, Executive Management, Business Development, Leadership, Corporate Development, Equities, Capital Markets, CRM
Education
Georgetown University Law Center 1989 — 1992
J.D.
Colorado School of Mines 1985 — 1989
B.S., Computer Science / Mathematics, Summa cum laude
Jon Baetz's Merriman Capital, Inc. Experience January 2003 - October 2011
Job Infrastructrue Manager at Early Stage Company (Stealth Mode)
Industry Financial Services
Experience
Early Stage Company (Stealth Mode) November 2011 - Present
Merriman Capital, Inc. January 2003 - October 2011
Hotovec Pomeranz & Co., LLC. January 2002 - December 2002
Brodia December 2000 - January 2002
E*OFFERING 1998 - 2000
Montgomery Securityes 1997 - 1998
Education
Colorado College 1987 — 1991
BA, Economics, Physics
Early Stage Company (Stealth Mode) November 2011 - Present
Merriman Capital, Inc. January 2003 - October 2011
Hotovec Pomeranz & Co., LLC. January 2002 - December 2002
Brodia December 2000 - January 2002
E*OFFERING 1998 - 2000
Montgomery Securityes 1997 - 1998
Education
Colorado College 1987 — 1991
BA, Economics, Physics
Kristi Papanikolaw's Merriman Capital, Inc. Experience September 2004 - March 2011
Job Senior Vice President Institutional Equity Sales at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities March 2011 - Present
Merriman Capital, Inc. September 2004 - March 2011
Natexis Bleichroeder Inc February 1998 - September 2004
Lehman Brothers May 1993 - January 1998
Education
Boston University
Bachelor's Degree, Finance, General
Wunderlich Securities March 2011 - Present
Merriman Capital, Inc. September 2004 - March 2011
Natexis Bleichroeder Inc February 1998 - September 2004
Lehman Brothers May 1993 - January 1998
Education
Boston University
Bachelor's Degree, Finance, General
Corbin Woodhull's Merriman Capital, Inc. Experience June 2008 - May 2011
Job Internet Equity Research Delivering key industry insight through comprehensive analysis to drive client success
Industry Financial Services
Experience
Janney Montgomery Scott May 2011 - 2015
Merriman Capital, Inc. June 2008 - May 2011
Skills
Equities, Equity Research, Series 63, Series 7, Valuation, Securities, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Asset Allocation, Investment Banking
Education
Trinity College-Hartford 2003 — 2007
BA, History
Janney Montgomery Scott May 2011 - 2015
Merriman Capital, Inc. June 2008 - May 2011
Skills
Equities, Equity Research, Series 63, Series 7, Valuation, Securities, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Asset Allocation, Investment Banking
Education
Trinity College-Hartford 2003 — 2007
BA, History
Adam Barabell's Merriman Capital, Inc. Experience March 2004 - May 2011
Job Director, Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners May 2011 - Present
Merriman Capital, Inc. March 2004 - May 2011
Credit Suisse First Boston April 2001 - March 2004
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
Cornell University 1996 — 2000
BS
Strategas Research Partners May 2011 - Present
Merriman Capital, Inc. March 2004 - May 2011
Credit Suisse First Boston April 2001 - March 2004
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
Cornell University 1996 — 2000
BS
Rich Gimigliano's Merriman Capital, Inc. Experience 2013 - Present
Job Managing Director at Merriman Capital, Inc.
Industry Investment Banking
Experience
Merriman Capital, Inc. 2013 - Present
Copper Creek Capital Group LLC 2007 - 2013
ThinkEquity LLC 2003 - 2007
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1995 - 1999
Skills
Investment Banking, Valuation, Financial Analysis, Capital Markets, Private Equity, Equities, Venture Capital, Equity Research, Hedge Funds, Private Placements, Alternative Investments, Series 7, Corporate Development, Securities, Mergers & Acquisitions, Bloomberg
Education
Lehigh University
BSEE
University of North Carolina at Chapel Hill
MBA
Merriman Capital, Inc. 2013 - Present
Copper Creek Capital Group LLC 2007 - 2013
ThinkEquity LLC 2003 - 2007
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1995 - 1999
Skills
Investment Banking, Valuation, Financial Analysis, Capital Markets, Private Equity, Equities, Venture Capital, Equity Research, Hedge Funds, Private Placements, Alternative Investments, Series 7, Corporate Development, Securities, Mergers & Acquisitions, Bloomberg
Education
Lehigh University
BSEE
University of North Carolina at Chapel Hill
MBA
Sandra del Rosario Lim's Merriman Capital, Inc. Experience May 2010 - November 2011
Job External Reporting Senior Manager
Industry Accounting
Experience
Applied Materials November 2011 - Present
Merriman Capital, Inc. May 2010 - November 2011
Ernst & Young April 2005 - April 2010
Ernst & Young, Philippines June 2001 - February 2005
Skills
SEC Financial Reporting, Technical Accounting..., Project Management, Financial Accounting, Monthly Close, Sarbanes-Oxley Act, Financial Audits, XBRL, Accounting, Sarbanes-Oxley, Auditing, General Ledger
Education
De La Salle University 1997 — 2000
Bachelor of Science, Accountancy
Applied Materials November 2011 - Present
Merriman Capital, Inc. May 2010 - November 2011
Ernst & Young April 2005 - April 2010
Ernst & Young, Philippines June 2001 - February 2005
Skills
SEC Financial Reporting, Technical Accounting..., Project Management, Financial Accounting, Monthly Close, Sarbanes-Oxley Act, Financial Audits, XBRL, Accounting, Sarbanes-Oxley, Auditing, General Ledger
Education
De La Salle University 1997 — 2000
Bachelor of Science, Accountancy
Altan Sadik-Khan's Merriman Capital, Inc. Experience September 2011 - October 2012
Job Client Associate, J.P. Morgan Securities LLC
Industry Financial Services
Experience
Scarsdale Equities LLC October 2012 - December 2013
Merriman Capital, Inc. September 2011 - October 2012
Skills
Series 63, Private Placements, Equities, Series 7, Investment Banking, Securities, Hedge Funds, Valuation, Due Diligence, Securities Regulation, Financial Modeling, Investments, IPO, Mergers, Institutional Investors, Investor Relations, Trading, Mergers & Acquisitions, Private Equity, Capital Markets, Alternative Investments, Institutional...
Education
Fordham University 2006 — 2010
BA, political science
The Gunnery 2005 — 2006
Scarsdale Equities LLC October 2012 - December 2013
Merriman Capital, Inc. September 2011 - October 2012
Skills
Series 63, Private Placements, Equities, Series 7, Investment Banking, Securities, Hedge Funds, Valuation, Due Diligence, Securities Regulation, Financial Modeling, Investments, IPO, Mergers, Institutional Investors, Investor Relations, Trading, Mergers & Acquisitions, Private Equity, Capital Markets, Alternative Investments, Institutional...
Education
Fordham University 2006 — 2010
BA, political science
The Gunnery 2005 — 2006
Lee Krowl's Merriman Capital, Inc. Experience May 2011 - August 2011
Job Institutional Sales at B. Riley & Co.
Industry Capital Markets
Experience
B. Riley & Co. January 2012 - Present
Merriman Capital, Inc. May 2011 - August 2011
Merriman Capital, Inc. May 2010 - August 2010
Skills
Capital Markets, US Equities, Sales, Series 7, Series 63, Equity Sales, Equities, Institutional, Institutional Sales, New Business Development, Valuation, Bloomberg
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
BS, Finance, Mathematics (Minor)
Chatfield
B. Riley & Co. January 2012 - Present
Merriman Capital, Inc. May 2011 - August 2011
Merriman Capital, Inc. May 2010 - August 2010
Skills
Capital Markets, US Equities, Sales, Series 7, Series 63, Equity Sales, Equities, Institutional, Institutional Sales, New Business Development, Valuation, Bloomberg
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
BS, Finance, Mathematics (Minor)
Chatfield
Ellen Scambia's Merriman Capital, Inc. Experience February 2015 - Present
Job Client Concierge at Merriman Capital, Inc.
Industry Financial Services
Experience
Merriman Capital, Inc. February 2015 - Present
Dominick & Dominick LLC February 2012 - January 2015
Ticonderoga Securities LLC July 1991 - February 2012
Skills
Financial Analysis, Trading, Equities, Hedge Funds, Valuation, Securities, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Due Diligence, Investments, Investment Banking, Asset Management, Financial Modeling, Bloomberg
Education
Fordham University 1979 — 1983
Bachelor's Degree, Accounting and Finance
Merriman Capital, Inc. February 2015 - Present
Dominick & Dominick LLC February 2012 - January 2015
Ticonderoga Securities LLC July 1991 - February 2012
Skills
Financial Analysis, Trading, Equities, Hedge Funds, Valuation, Securities, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Due Diligence, Investments, Investment Banking, Asset Management, Financial Modeling, Bloomberg
Education
Fordham University 1979 — 1983
Bachelor's Degree, Accounting and Finance
Peter Marcil's Merriman Capital, Inc. Experience June 2003 - March 2007
Job Managing Director at Bentley Associates
Industry Investment Banking
Experience
Bentley Associates Managing DirectorThomasLloyd Capital, LLCMay 2007 - August 2009
Merriman Capital, Inc. June 2003 - March 2007
Wells Fargo Securities September 1998 - February 2003
Imperial Capital, LLC July 1995 - September 1998
Kidder Peabody February 1993 - July 1995
Education
Southern Methodist University
Master of Business Administration (MBA)
Manhattan College
Bachelor of Arts (B.A.)
Bentley Associates Managing DirectorThomasLloyd Capital, LLCMay 2007 - August 2009
Merriman Capital, Inc. June 2003 - March 2007
Wells Fargo Securities September 1998 - February 2003
Imperial Capital, LLC July 1995 - September 1998
Kidder Peabody February 1993 - July 1995
Education
Southern Methodist University
Master of Business Administration (MBA)
Manhattan College
Bachelor of Arts (B.A.)
Flo Bousman's Merriman Capital, Inc. Experience 2002 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Merriman Capital, Inc. 2002 - 2006
IBM 1979 - 1990
Skills
Acting/Musical Theater, Sales, Direct Sales,...
Education
University of Washington 1994 — 1996
Comparative History of Ideas, History
Minot State University
none, Music
Merriman Capital, Inc. 2002 - 2006
IBM 1979 - 1990
Skills
Acting/Musical Theater, Sales, Direct Sales,...
Education
University of Washington 1994 — 1996
Comparative History of Ideas, History
Minot State University
none, Music
Louie Yeung, CPA's Merriman Capital, Inc. Experience September 2003 - September 2008
Job
Industry Accounting
Experience
Prosper Marketplace September 2014 - Present
Wells Fargo Securities June 2012 - September 2014
Merlin Securities September 2008 - June 2012
Merriman Capital, Inc. September 2003 - September 2008
Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Financial Modeling, Management, Financial Accounting, Mergers & Acquisitions
Education
San Diego State University-California State University
Bachelor’s Degree, Accounting
San Diego State University-California State University
Bachelor's degree, Accounting
Prosper Marketplace September 2014 - Present
Wells Fargo Securities June 2012 - September 2014
Merlin Securities September 2008 - June 2012
Merriman Capital, Inc. September 2003 - September 2008
Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Financial Modeling, Management, Financial Accounting, Mergers & Acquisitions
Education
San Diego State University-California State University
Bachelor’s Degree, Accounting
San Diego State University-California State University
Bachelor's degree, Accounting
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial