Merriman Curhan Ford & Co.
Industry: Capital market company
DescriptionParent organization: Merriman Curhan Ford Group Inc. Subsidiary: EAS Advisors, LLC
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Merriman Curhan Ford & Co. Employees
Employee
Years
Job
Industry
Donovan Rose Donovan Rose's Merriman Curhan Ford & Co. Experience June 2010 - October 2010
Job Partnerships at Nexmo
Industry Financial Services
Experience
Nexmo April 2015 - Present
Cisco Systems September 2012 - March 2015
ThinkEquity LLC November 2010 - August 2012
Merriman Curhan Ford & Co. June 2010 - October 2010
UC Berkeley Department of Economics January 2010 - May 2010
Haas School of Business September 2006 - May 2010
Skills
Financial Modeling, Finance, SPSS, Valuation, Microsoft Excel, Corporate Development, SAS, Investments, Financial Analysis, Corporate Finance, Stata, Capital IQ, Due Diligence, Capital Markets, Strategy, Private Equity, Mergers & Acquisitions, Investment Banking
Education
University of California, Berkeley 2006 — 2010
B.A., Economics (Honors)
Passed Level I of the CFA Program
Nexmo April 2015 - Present
Cisco Systems September 2012 - March 2015
ThinkEquity LLC November 2010 - August 2012
Merriman Curhan Ford & Co. June 2010 - October 2010
UC Berkeley Department of Economics January 2010 - May 2010
Haas School of Business September 2006 - May 2010
Skills
Financial Modeling, Finance, SPSS, Valuation, Microsoft Excel, Corporate Development, SAS, Investments, Financial Analysis, Corporate Finance, Stata, Capital IQ, Due Diligence, Capital Markets, Strategy, Private Equity, Mergers & Acquisitions, Investment Banking
Education
University of California, Berkeley 2006 — 2010
B.A., Economics (Honors)
Passed Level I of the CFA Program
Laurie Palmer Laurie Palmer's Merriman Curhan Ford & Co. Experience January 2007 - October 2008
Job Executive Director/Supervisory Analyst at MKM Partners
Industry Financial Services
Experience
MKM Partners April 2015 - Present
JMP Securities LLC July 2014 - April 2015
Canaccord Genuity Group Inc. July 2011 - June 2014
Longbow Research December 2008 - July 2011
Brean Murray, Carret & Co. November 2008 - December 2008
Merriman Curhan Ford & Co. January 2007 - October 2008
WR Hambrecht + Co., LLC October 2004 - January 2007
JMP Securities LLC September 2002 - August 2005
Skills
Equity Research, FINRA, Equities, Capital Markets, Supervisory Analyst, Equity Research Editor, Series 24, Financial Services, Investment Banking, Financial Modeling, Securities, Bloomberg, Alternative Investments, Equity Valuation, Series 63, Series 7, Valuation, Fixed Income, Investor Relations
Education
Northeastern University 1998 — 2001
BA
MKM Partners April 2015 - Present
JMP Securities LLC July 2014 - April 2015
Canaccord Genuity Group Inc. July 2011 - June 2014
Longbow Research December 2008 - July 2011
Brean Murray, Carret & Co. November 2008 - December 2008
Merriman Curhan Ford & Co. January 2007 - October 2008
WR Hambrecht + Co., LLC October 2004 - January 2007
JMP Securities LLC September 2002 - August 2005
Skills
Equity Research, FINRA, Equities, Capital Markets, Supervisory Analyst, Equity Research Editor, Series 24, Financial Services, Investment Banking, Financial Modeling, Securities, Bloomberg, Alternative Investments, Equity Valuation, Series 63, Series 7, Valuation, Fixed Income, Investor Relations
Education
Northeastern University 1998 — 2001
BA
Matthew McGovern Matthew McGovern's Merriman Curhan Ford & Co. Experience January 2007 - April 2008
Job CEO at Shop24 Global LLC
Industry Financial Services
Experience
Shop24 Global LLC January 2013 - Present
Guosen Securities May 2012 - December 2012
Ticonderoga Securities LLC March 2011 - April 2012
Collins Stewart April 2008 - February 2009
Merriman Curhan Ford & Co. January 2007 - April 2008
Independent Consultant 2001 - 2007
Richardson April 2000 - August 2001
RWD Technologies, A Division of GP 1999 - 2000
Merrimac Interactive November 1989 - March 1999
Stone & Webster June 1986 - November 1989
Skills
Investment Banking, Private Equity, Securities, Equity Research, Mergers, Asset Managment, Fixed Income, IPO, Financial Services, FINRA, Banking, Equity Trading, Equities, Valuation, Investments, Capital Markets, Financial Modeling, Due Diligence, Venture Capital, Hedge Funds, Alternative Investments, Asset Management, Emerging Markets, Mergers, Start-ups
Education
United States Merchant Marine Academy
BS, Engineering - Nuclear Engineering
Christian Brothers Academy
Shop24 Global LLC January 2013 - Present
Guosen Securities May 2012 - December 2012
Ticonderoga Securities LLC March 2011 - April 2012
Collins Stewart April 2008 - February 2009
Merriman Curhan Ford & Co. January 2007 - April 2008
Independent Consultant 2001 - 2007
Richardson April 2000 - August 2001
RWD Technologies, A Division of GP 1999 - 2000
Merrimac Interactive November 1989 - March 1999
Stone & Webster June 1986 - November 1989
Skills
Investment Banking, Private Equity, Securities, Equity Research, Mergers, Asset Managment, Fixed Income, IPO, Financial Services, FINRA, Banking, Equity Trading, Equities, Valuation, Investments, Capital Markets, Financial Modeling, Due Diligence, Venture Capital, Hedge Funds, Alternative Investments, Asset Management, Emerging Markets, Mergers, Start-ups
Education
United States Merchant Marine Academy
BS, Engineering - Nuclear Engineering
Christian Brothers Academy
Justin Wang's Merriman Curhan Ford & Co. Experience January 2008 - March 2010
Job President at FOREO
Industry Cosmetics
Experience
FOREO August 2015 - Present
FOREO June 2014 - August 2015
L Capital Asia - LVMH December 2011 - June 2014
OneGate Capital February 2010 - January 2012
Merriman Curhan Ford & Co. January 2008 - March 2010
Kroll May 2007 - December 2007
University of California, Berkeley, Haas School of Business January 2006 - December 2006
Skills
Private Equity, Marketing Communications, Brand Development, Investment Banking, Digital Marketing, Valuation, Entrepreneurship, Due Diligence, Corporate Finance, Business Strategy, Financial Modeling, Capital Markets, Emerging Markets, Strategy, LBO, Start-ups, Management Consulting, Competitive Analysis, Team Building, Luxury Brand Marketing, Retail, Cross-border..., Financial Analysis, Business Valuation, Restructuring, Private Placements, Alternative Investments, Asset Managment, Asset Management
Education
University of California, Berkeley
BA, Economics, Political Economy
FOREO August 2015 - Present
FOREO June 2014 - August 2015
L Capital Asia - LVMH December 2011 - June 2014
OneGate Capital February 2010 - January 2012
Merriman Curhan Ford & Co. January 2008 - March 2010
Kroll May 2007 - December 2007
University of California, Berkeley, Haas School of Business January 2006 - December 2006
Skills
Private Equity, Marketing Communications, Brand Development, Investment Banking, Digital Marketing, Valuation, Entrepreneurship, Due Diligence, Corporate Finance, Business Strategy, Financial Modeling, Capital Markets, Emerging Markets, Strategy, LBO, Start-ups, Management Consulting, Competitive Analysis, Team Building, Luxury Brand Marketing, Retail, Cross-border..., Financial Analysis, Business Valuation, Restructuring, Private Placements, Alternative Investments, Asset Managment, Asset Management
Education
University of California, Berkeley
BA, Economics, Political Economy
Simona Musilkova Simona Musilkova's Merriman Curhan Ford & Co. Experience June 2006 - August 2008
Job Founder at Silent Confidence Consultants
Industry Professional Training & Coaching
Experience
Internet Securities, Inc. May 2015 - Present
Silent Confidence Consultants January 2014 - Present
Natural Life Source August 2005 - January 2014
Internet Securities, Inc. April 2008 - December 2013
Merriman Curhan Ford & Co. June 2006 - August 2008
Blue River Asset Management December 2004 - January 2006
Custom House Group November 1999 - June 2004
Skills
Meditation, Venture Capital, Yoga, Healing, Fundraising, Investor Relations, Start-ups, Public Speaking, Financial Modeling, Workshops, Alternative Medicine, Entrepreneurship, Mergers, Investments, Private Equity, Mergers & Acquisitions, Emerging Markets, Corporate Development, Investment Banking, Securities, Executive Management, Due Diligence, Strategic Partnerships, Corporate Finance, Restructuring, Strategic Consulting, Strategy
Education
Santa Clara University 1996 — 1999
BS
High school in Brno, Czech Republic 1984 — 1989
Internet Securities, Inc. May 2015 - Present
Silent Confidence Consultants January 2014 - Present
Natural Life Source August 2005 - January 2014
Internet Securities, Inc. April 2008 - December 2013
Merriman Curhan Ford & Co. June 2006 - August 2008
Blue River Asset Management December 2004 - January 2006
Custom House Group November 1999 - June 2004
Skills
Meditation, Venture Capital, Yoga, Healing, Fundraising, Investor Relations, Start-ups, Public Speaking, Financial Modeling, Workshops, Alternative Medicine, Entrepreneurship, Mergers, Investments, Private Equity, Mergers & Acquisitions, Emerging Markets, Corporate Development, Investment Banking, Securities, Executive Management, Due Diligence, Strategic Partnerships, Corporate Finance, Restructuring, Strategic Consulting, Strategy
Education
Santa Clara University 1996 — 1999
BS
High school in Brno, Czech Republic 1984 — 1989
Ted Mitchell's Merriman Curhan Ford & Co. Experience January 2004 - August 2006
Job Managing Director, Vidler Water Company
Industry Venture Capital & Private Equity
Experience
Vidler Water Company, a subsidiary of PICO Holdings, Inc. May 2011 - Present
ThinkEquity LLC August 2006 - May 2011
Merriman Curhan Ford & Co. January 2004 - August 2006
George Washington High School - SF April 2002 - November 2003
Trilogy Capital Partners January 1999 - August 2002
Volpe, Brown, Whelan & Company September 1989 - January 1999
Education
Menlo College 1980 — 1983
BS, Business Administration
California Polytechnic State University-San Luis Obispo 1979 — 1980
Sequoia High School 1975 — 1979
HS Diploma
Vidler Water Company, a subsidiary of PICO Holdings, Inc. May 2011 - Present
ThinkEquity LLC August 2006 - May 2011
Merriman Curhan Ford & Co. January 2004 - August 2006
George Washington High School - SF April 2002 - November 2003
Trilogy Capital Partners January 1999 - August 2002
Volpe, Brown, Whelan & Company September 1989 - January 1999
Education
Menlo College 1980 — 1983
BS, Business Administration
California Polytechnic State University-San Luis Obispo 1979 — 1980
Sequoia High School 1975 — 1979
HS Diploma
Jeff Berry Jeff Berry's Merriman Curhan Ford & Co. Experience April 2004 - April 2005
Job : )
Industry Computer Networking
Experience
Riverbed Technology July 2012 - November 2013
Avondale-Conquest November 2009 - 2011
Charles Schwab October 2006 - December 2009
WR Hambrecht + Co June 2005 - August 2005
Merriman Curhan Ford & Co. April 2004 - April 2005
Skills
Portfolio Management, Series 7, Series 63, Trading, Securities, Asset Allocation, Equities, Investments, Asset Managment, Equity Trading, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Capital Markets, Financial Modeling, Valuation, Fixed Income, Financial Analysis, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Investment Banking, Oracle, Microsoft Excel, Salesforce.com
Education
University of Southern California 1985 — 1988
BA, Major - Greek Studies
Menlo College 1983 — 1985
AA, General
North High School Bakersfield, CA 1979 — 1983
My god I've come a long way . . .
Riverbed Technology July 2012 - November 2013
Avondale-Conquest November 2009 - 2011
Charles Schwab October 2006 - December 2009
WR Hambrecht + Co June 2005 - August 2005
Merriman Curhan Ford & Co. April 2004 - April 2005
Skills
Portfolio Management, Series 7, Series 63, Trading, Securities, Asset Allocation, Equities, Investments, Asset Managment, Equity Trading, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Capital Markets, Financial Modeling, Valuation, Fixed Income, Financial Analysis, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Investment Banking, Oracle, Microsoft Excel, Salesforce.com
Education
University of Southern California 1985 — 1988
BA, Major - Greek Studies
Menlo College 1983 — 1985
AA, General
North High School Bakersfield, CA 1979 — 1983
My god I've come a long way . . .
Brian Hult, CFA, FRM Brian Hult, CFA, FRM's Merriman Curhan Ford & Co. Experience July 2006 - October 2008
Job Corporate Finance at Intelsat
Industry Financial Services
Experience
Intelsat August 2011 - Present
FI Consulting July 2009 - August 2011
Merriman Curhan Ford & Co. July 2006 - October 2008
Dunrath Capital May 2005 - October 2005
Skills
Capital Markets, Financial Modeling, Business Valuation, Corporate Development, Equity Research, Mergers, Corporate Finance, Mergers & Acquisitions, Asset Management, Finance, Valuation, Venture Capital, Emerging Markets, Equities, Strategy, Hedge Funds, Financial Analysis, Investor Relations, Restructuring, M&A experience, Analysis, Alternative Investments, Project Finance, Credit, IPO, Financial Reporting, Economics
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science, Business
Intelsat August 2011 - Present
FI Consulting July 2009 - August 2011
Merriman Curhan Ford & Co. July 2006 - October 2008
Dunrath Capital May 2005 - October 2005
Skills
Capital Markets, Financial Modeling, Business Valuation, Corporate Development, Equity Research, Mergers, Corporate Finance, Mergers & Acquisitions, Asset Management, Finance, Valuation, Venture Capital, Emerging Markets, Equities, Strategy, Hedge Funds, Financial Analysis, Investor Relations, Restructuring, M&A experience, Analysis, Alternative Investments, Project Finance, Credit, IPO, Financial Reporting, Economics
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science, Business
Justin Harris's Merriman Curhan Ford & Co. Experience May 2005 - September 2006
Job StartUp Finance & Operations Guy
Industry Internet
Experience
Waterfall Mobile August 2012 - July 2014
Talenthouse March 2010 - August 2012
Meta Interfaces August 2008 - September 2009
BabyCenter October 2006 - July 2008
Merriman Curhan Ford & Co. May 2005 - September 2006
Rutberg & Company July 2004 - May 2005
MegaPath Networks September 2000 - June 2004
The Praetorian Group August 1999 - September 2000
Deutsche Bank Alex. Brown June 1997 - July 1999
Skills
Business Intelligence, Due Diligence, Financial Analysis, Start-ups, Mergers, Venture Capital, Management, Strategy, Mergers & Acquisitions, Private Equity, Forecasting, Negotiation, Competitive Analysis, E-commerce
Education
Harvard University 1993 — 1997
Menlo Atherton
Waterfall Mobile August 2012 - July 2014
Talenthouse March 2010 - August 2012
Meta Interfaces August 2008 - September 2009
BabyCenter October 2006 - July 2008
Merriman Curhan Ford & Co. May 2005 - September 2006
Rutberg & Company July 2004 - May 2005
MegaPath Networks September 2000 - June 2004
The Praetorian Group August 1999 - September 2000
Deutsche Bank Alex. Brown June 1997 - July 1999
Skills
Business Intelligence, Due Diligence, Financial Analysis, Start-ups, Mergers, Venture Capital, Management, Strategy, Mergers & Acquisitions, Private Equity, Forecasting, Negotiation, Competitive Analysis, E-commerce
Education
Harvard University 1993 — 1997
Menlo Atherton
Kat Gartin Kat Gartin's Merriman Curhan Ford & Co. Experience 2003 - 2005
Job Freelancer
Industry Graphic Design
Experience
Kat Scratch Designs June 2012 - Present
Joyent May 2011 - June 2012
SCM Advisors LLC 2008 - 2008
Merriman Curhan Ford & Co. 2003 - 2005
Skills
Salesforce.com, Marketing, Social Media, Social Media Marketing, Facebook, Start-ups, Online Marketing, Social Networking, Leadership, WordPress, Marketing Communications, E-commerce, Event Management, Entrepreneurship, Product Management, Digital Media
Education
Arizona State University 1991 — 1993
B.S., Recreation, Tourism, & Hotel Management with a minor in Exercise Science & Physical Education
Kat Scratch Designs June 2012 - Present
Joyent May 2011 - June 2012
SCM Advisors LLC 2008 - 2008
Merriman Curhan Ford & Co. 2003 - 2005
Skills
Salesforce.com, Marketing, Social Media, Social Media Marketing, Facebook, Start-ups, Online Marketing, Social Networking, Leadership, WordPress, Marketing Communications, E-commerce, Event Management, Entrepreneurship, Product Management, Digital Media
Education
Arizona State University 1991 — 1993
B.S., Recreation, Tourism, & Hotel Management with a minor in Exercise Science & Physical Education
Jason A. White Jason A. White's Merriman Curhan Ford & Co. Experience January 2008 - February 2009
Job Senior Vice President Mergers & Acquisitions at Tegris Advisors, LLC
Industry Banking
Experience
Tegris Advisors, LLC October 2011 - Present
G.C. Andersen Partners June 2010 - October 2011
Oberon Securities, LLC April 2009 - September 2010
Merriman Curhan Ford & Co. January 2008 - February 2009
Maxim Group April 2005 - January 2008
Bear Stearns & Co. Inc. May 1999 - May 2002
Skills
Investment Banking, Mergers, Valuation, Private Equity, Mergers & Acquisitions, Start-ups, Due Diligence, Corporate Development, Corporate Finance, M&A experience, Private Placements, Series 7, Corporate Governance, Securities, Capital Markets, Venture Capital, Emerging Markets, Financial Structuring, Financial Modeling, Hedge Funds, IPO, Restructuring, Equities, LBO
Education
The George Washington University 1997 — 2001
BBA, Finance
Spruce Creek HS 1993 — 1997
New York Film Academy
Tegris Advisors, LLC October 2011 - Present
G.C. Andersen Partners June 2010 - October 2011
Oberon Securities, LLC April 2009 - September 2010
Merriman Curhan Ford & Co. January 2008 - February 2009
Maxim Group April 2005 - January 2008
Bear Stearns & Co. Inc. May 1999 - May 2002
Skills
Investment Banking, Mergers, Valuation, Private Equity, Mergers & Acquisitions, Start-ups, Due Diligence, Corporate Development, Corporate Finance, M&A experience, Private Placements, Series 7, Corporate Governance, Securities, Capital Markets, Venture Capital, Emerging Markets, Financial Structuring, Financial Modeling, Hedge Funds, IPO, Restructuring, Equities, LBO
Education
The George Washington University 1997 — 2001
BBA, Finance
Spruce Creek HS 1993 — 1997
New York Film Academy
Ann Pan Ann Pan's Merriman Curhan Ford & Co. Experience March 2007 - April 2008
Job Associate at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. December 2014 - Present
Inverness Advisors November 2010 - December 2014
WestPark Capital, Inc. September 2010 - October 2010
WestPark Capital, Inc. April 2008 - September 2010
Merriman Curhan Ford & Co. March 2007 - April 2008
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Corporate Finance, Investments, Private Equity, Private Placements, Venture Capital
Education
University of California, Berkeley 2003 — 2006
B.A., Economics
Raymond James Financial Inc. December 2014 - Present
Inverness Advisors November 2010 - December 2014
WestPark Capital, Inc. September 2010 - October 2010
WestPark Capital, Inc. April 2008 - September 2010
Merriman Curhan Ford & Co. March 2007 - April 2008
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Corporate Finance, Investments, Private Equity, Private Placements, Venture Capital
Education
University of California, Berkeley 2003 — 2006
B.A., Economics
Samantha Popcke Samantha Popcke's Merriman Curhan Ford & Co. Experience May 2007 - August 2007
Job Portfolio Accountant at Sequoia Equities, Inc.
Industry Accounting
Experience
Sequoia Equities, Inc. September 2013 - Present
Bowers, Narasky & Daley, LLP May 2009 - September 2013
Virginia Smith, CPA January 2009 - May 2009
Main Street Property Services, Inc. July 2008 - December 2008
Travidia September 2007 - June 2008
Merriman Curhan Ford & Co. May 2007 - August 2007
Skills
Marketing, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Strategic Planning, Outlook
Education
California State University-Chico 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General, 3.8
Sequoia Equities, Inc. September 2013 - Present
Bowers, Narasky & Daley, LLP May 2009 - September 2013
Virginia Smith, CPA January 2009 - May 2009
Main Street Property Services, Inc. July 2008 - December 2008
Travidia September 2007 - June 2008
Merriman Curhan Ford & Co. May 2007 - August 2007
Skills
Marketing, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Strategic Planning, Outlook
Education
California State University-Chico 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General, 3.8
Steven Mickelsen Steven Mickelsen's Merriman Curhan Ford & Co. Experience June 2008 - September 2008
Job Senior Counsel at 3Degrees
Industry Legal Services
Experience
3Degrees March 2009 - Present
Law October 2008 - February 2009
Merriman Curhan Ford & Co. June 2008 - September 2008
Law 2007 - 2008
Commodity Futures Trading Commission 2005 - 2006
FINRA 2004 - 2005
Skills
Energy Policy, Corporate Law, Intellectual Property, Corporate Governance, Contract Negotiation, Sustainable Energy, Legal Research, Privacy Law, Civil Litigation, Administrative Law, Securities Regulation, Public Policy
Education
American University Washington College of Law 2002 — 2005
JD, Law
University of Michigan 1997 — 2000
BA, Economics
3Degrees March 2009 - Present
Law October 2008 - February 2009
Merriman Curhan Ford & Co. June 2008 - September 2008
Law 2007 - 2008
Commodity Futures Trading Commission 2005 - 2006
FINRA 2004 - 2005
Skills
Energy Policy, Corporate Law, Intellectual Property, Corporate Governance, Contract Negotiation, Sustainable Energy, Legal Research, Privacy Law, Civil Litigation, Administrative Law, Securities Regulation, Public Policy
Education
American University Washington College of Law 2002 — 2005
JD, Law
University of Michigan 1997 — 2000
BA, Economics
Christopher I. Tyson's Merriman Curhan Ford & Co. Experience June 2005 - March 2009
Job Managing Director at Liolios Group
Industry Capital Markets
Experience
Liolios Group June 2010 - Present
Miller Tabak March 2009 - June 2010
Merriman Curhan Ford & Co. June 2005 - March 2009
Roth Capital Partners June 2004 - June 2005
Skills
Investor Relations, Analysis, Equities, Team Leadership, Team Building, Process Improvement, Valuation, Capital Markets, Mergers & Acquisitions, Start-ups, Financial Analysis, Strategy, Due Diligence, Options, Financial Modeling, Equity Trading, Sales, Corporate Finance, Financial Communications, Institutional Sales, Investment Banking, Corporate Communications, IPO, Bloomberg, Capital IQ, Strategic Consulting, Crisis Management, Crisis Communications, Capital Markets..., Business Development, Shareholder Activism, SEC Filings, Management Consulting, Peer Group Analysis, Perception Studies, Shareholder..., Media Relations, Board Relations, Equity Research, Financial Services, Capital Raising, Equity Capital Markets
Education
Penn State University 1993 — 1997
BS, Finance
Perkiomen Valley High School 1983 — 1993
Liolios Group June 2010 - Present
Miller Tabak March 2009 - June 2010
Merriman Curhan Ford & Co. June 2005 - March 2009
Roth Capital Partners June 2004 - June 2005
Skills
Investor Relations, Analysis, Equities, Team Leadership, Team Building, Process Improvement, Valuation, Capital Markets, Mergers & Acquisitions, Start-ups, Financial Analysis, Strategy, Due Diligence, Options, Financial Modeling, Equity Trading, Sales, Corporate Finance, Financial Communications, Institutional Sales, Investment Banking, Corporate Communications, IPO, Bloomberg, Capital IQ, Strategic Consulting, Crisis Management, Crisis Communications, Capital Markets..., Business Development, Shareholder Activism, SEC Filings, Management Consulting, Peer Group Analysis, Perception Studies, Shareholder..., Media Relations, Board Relations, Equity Research, Financial Services, Capital Raising, Equity Capital Markets
Education
Penn State University 1993 — 1997
BS, Finance
Perkiomen Valley High School 1983 — 1993
Noah Huth Noah Huth's Merriman Curhan Ford & Co. Experience March 2010 - August 2010
Job Business Development at Elementum SCM
Industry Computer Software
Experience
Elementum SCM July 2014 - Present
Flextronics January 2013 - July 2014
ThinkEquity LLC September 2010 - October 2012
Merriman Curhan Ford & Co. March 2010 - August 2010
LECG March 2008 - March 2010
Scottrade June 2007 - December 2007
Skills
Consumer Electronics, Valuation, Financial Modeling, Equity Research, Financial Analysis, Venture Capital, Mergers, Equities, Investment Banking, Corporate Finance, Business Strategy, Strategy, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics & Political Science
Elementum SCM July 2014 - Present
Flextronics January 2013 - July 2014
ThinkEquity LLC September 2010 - October 2012
Merriman Curhan Ford & Co. March 2010 - August 2010
LECG March 2008 - March 2010
Scottrade June 2007 - December 2007
Skills
Consumer Electronics, Valuation, Financial Modeling, Equity Research, Financial Analysis, Venture Capital, Mergers, Equities, Investment Banking, Corporate Finance, Business Strategy, Strategy, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics & Political Science
Jesse T. Herrick's Merriman Curhan Ford & Co. Experience 2005 - November 2008
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
Jessica Karm's Merriman Curhan Ford & Co. Experience March 2007 - April 2008
Job Sales & Marketing Professional
Industry Real Estate
Experience
Coldwell Banker May 2012 - September 2014
Institutional Cash Distributors May 2008 - July 2011
Merriman Curhan Ford & Co. March 2007 - April 2008
Hewlett-Packard June 2005 - August 2005
Skills
Marketing, Sales, Team Building, Management, Strategy, Budgets, Editing
Education
John F. Kennedy High School
John F. Kennedy High School
John F. Kennedy High School
University of California, Berkeley
B.A., Mass Communications
john f. kennedy high school
Coldwell Banker May 2012 - September 2014
Institutional Cash Distributors May 2008 - July 2011
Merriman Curhan Ford & Co. March 2007 - April 2008
Hewlett-Packard June 2005 - August 2005
Skills
Marketing, Sales, Team Building, Management, Strategy, Budgets, Editing
Education
John F. Kennedy High School
John F. Kennedy High School
John F. Kennedy High School
University of California, Berkeley
B.A., Mass Communications
john f. kennedy high school
Sarah-Sue Fay Sarah-Sue Fay's Merriman Curhan Ford & Co. Experience August 2005 - March 2007
Job Marketing
Industry Writing and Editing
Experience
PG&E, LLC Land Reclamation April 2013 - Present
Workamajig May 2008 - August 2010
Prevent Child Abuse Arizona August 2007 - May 2008
Crosslink Capital April 2007 - July 2007
Merriman Curhan Ford & Co. August 2005 - March 2007
Pacific Advisory Group August 2003 - August 2005
Wells Fargo May 2002 - May 2003
Skills
Training, Press Releases, Social Media, Fundraising, Editing, Sales
Education
Menlo College 1999 — 2003
BA, Mass Communications
PG&E, LLC Land Reclamation April 2013 - Present
Workamajig May 2008 - August 2010
Prevent Child Abuse Arizona August 2007 - May 2008
Crosslink Capital April 2007 - July 2007
Merriman Curhan Ford & Co. August 2005 - March 2007
Pacific Advisory Group August 2003 - August 2005
Wells Fargo May 2002 - May 2003
Skills
Training, Press Releases, Social Media, Fundraising, Editing, Sales
Education
Menlo College 1999 — 2003
BA, Mass Communications
JoyAnn Book JoyAnn Book's Merriman Curhan Ford & Co. Experience 2007 - 2008
Job Founder & CEO, PatientConnecter
Industry Computer Software
Experience
PatientConnecter September 2010 - Present
By The Book Consulting 2008 - 2010
Merriman Curhan Ford & Co. 2007 - 2008
Sandler O'Neill 2006 - 2007
Sandler O'Neill 2005 - 2006
World Savings 2003 - 2005
U.S. Commercial Service 2002 - 2003
Skills
Financial Modeling, Digital Strategy, Business Strategy, Entrepreneurship, Analytics, Finance, Advertising, Investments, New Business Development, Competitive Analysis, Start-ups, Marketing Strategy, Strategic Planning, Strategy, Social Networking, Strategic Partnerships, Process Improvement, Web Analytics, Digital Marketing
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Stanford Business School
Pacific University 1999 — 2003
Double B.A.
PatientConnecter September 2010 - Present
By The Book Consulting 2008 - 2010
Merriman Curhan Ford & Co. 2007 - 2008
Sandler O'Neill 2006 - 2007
Sandler O'Neill 2005 - 2006
World Savings 2003 - 2005
U.S. Commercial Service 2002 - 2003
Skills
Financial Modeling, Digital Strategy, Business Strategy, Entrepreneurship, Analytics, Finance, Advertising, Investments, New Business Development, Competitive Analysis, Start-ups, Marketing Strategy, Strategic Planning, Strategy, Social Networking, Strategic Partnerships, Process Improvement, Web Analytics, Digital Marketing
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Stanford Business School
Pacific University 1999 — 2003
Double B.A.
Stephen Masto, CFA Stephen Masto, CFA's Merriman Curhan Ford & Co. Experience June 2006 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merriman Curhan Ford & Co. June 2006 - August 2008
Indepenent Financial Consultant February 2004 - June 2006
JP Morgan July 2000 - October 2002
Dresdner Kleinwort August 1998 - June 2000
Price Waterhouse October 1993 - December 1996
Skills
Investment Banking, Valuation, Venture Capital, Mergers, Investments, Fluent Spanish, Basic Russian, Basic Czech, Budgeting, Financial Modeling, Financial Analysis, Capital Structure, Capital Raises, Technology Sector, Telecom Sector, Cleantech Sector, Mergers & Acquisitions, Telecommunications, Capital Markets, Start-ups
Education
Columbia University - Columbia Business School
MBA
Georgetown University
BS
Merriman Curhan Ford & Co. June 2006 - August 2008
Indepenent Financial Consultant February 2004 - June 2006
JP Morgan July 2000 - October 2002
Dresdner Kleinwort August 1998 - June 2000
Price Waterhouse October 1993 - December 1996
Skills
Investment Banking, Valuation, Venture Capital, Mergers, Investments, Fluent Spanish, Basic Russian, Basic Czech, Budgeting, Financial Modeling, Financial Analysis, Capital Structure, Capital Raises, Technology Sector, Telecom Sector, Cleantech Sector, Mergers & Acquisitions, Telecommunications, Capital Markets, Start-ups
Education
Columbia University - Columbia Business School
MBA
Georgetown University
BS
Henry Tang Henry Tang's Merriman Curhan Ford & Co. Experience May 2006 - March 2011
Job Financial Consultant
Industry Nonprofit Organization Management
Experience
Financial Consulting February 2013 - Present
Tides September 2011 - February 2012
Tides February 2012 - 2012
Capital Structures March 2011 - September 2011
Merriman Curhan Ford & Co. May 2006 - March 2011
Skills
Management, Financial Analysis, Financial Reporting, Risk Management, Managerial Finance, Auditing, Accounting, Finance, Budgets, Due Diligence, Internal Controls, Governance, Financial Accounting, Internal Audit, Restructuring, Investments, Investment Banking, Project Planning, Financial Services, SEC filings, Mergers & Acquisitions, Private Equity, Nonprofits, Financial Modeling, Strategic Planning, Corporate Finance, Valuation, Venture Capital
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA, Economics and Political Sciences
University of California, San Francisco
University of California, San Francisco
University of California, San Francisco
University of California, San Francisco
Financial Consulting February 2013 - Present
Tides September 2011 - February 2012
Tides February 2012 - 2012
Capital Structures March 2011 - September 2011
Merriman Curhan Ford & Co. May 2006 - March 2011
Skills
Management, Financial Analysis, Financial Reporting, Risk Management, Managerial Finance, Auditing, Accounting, Finance, Budgets, Due Diligence, Internal Controls, Governance, Financial Accounting, Internal Audit, Restructuring, Investments, Investment Banking, Project Planning, Financial Services, SEC filings, Mergers & Acquisitions, Private Equity, Nonprofits, Financial Modeling, Strategic Planning, Corporate Finance, Valuation, Venture Capital
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA, Economics and Political Sciences
University of California, San Francisco
University of California, San Francisco
University of California, San Francisco
University of California, San Francisco
Chet White Chet White's Merriman Curhan Ford & Co. Experience 2004 - 2008
Job Managing Partner, Griffin Partners
Industry Financial Services
Experience
Griffin Partners April 2008 - Present
Merriman Curhan Ford & Co. 2004 - 2008
Wells Fargo January 2000 - January 2002
Morgan Stanley January 1989 - January 1995
UBS May 1987 - December 1988
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
University of Maryland College Park 1984 — 1986
BS Finance
Griffin Partners April 2008 - Present
Merriman Curhan Ford & Co. 2004 - 2008
Wells Fargo January 2000 - January 2002
Morgan Stanley January 1989 - January 1995
UBS May 1987 - December 1988
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
University of Maryland College Park 1984 — 1986
BS Finance
Eric Ufer Eric Ufer's Merriman Curhan Ford & Co. Experience May 2004 - July 2007
Job Pest Solution Provider
Industry Environmental Services
Experience
Pest Solutions LLC January 2011 - Present
Progressive Vehicles LLC July 2003 - Present
Progressive Investments LLC June 2008 - December 2014
THJSL December 2010 - November 2012
Milltown United Soccer Club January 2009 - January 2012
Merriman Curhan Ford & Co. May 2004 - July 2007
Wells Fargo Securities April 2000 - May 2004
Black and Company October 1991 - April 2003
Skills
Pest Solution Provider, Thinking Outside The Box, Investments, Strategic Planning, Management Consulting
Education
Portland State University 1986 — 1993
B.S., Finance
Portland State University - School of Business 1986 — 1993
B.S., Finance
Pest Solutions LLC January 2011 - Present
Progressive Vehicles LLC July 2003 - Present
Progressive Investments LLC June 2008 - December 2014
THJSL December 2010 - November 2012
Milltown United Soccer Club January 2009 - January 2012
Merriman Curhan Ford & Co. May 2004 - July 2007
Wells Fargo Securities April 2000 - May 2004
Black and Company October 1991 - April 2003
Skills
Pest Solution Provider, Thinking Outside The Box, Investments, Strategic Planning, Management Consulting
Education
Portland State University 1986 — 1993
B.S., Finance
Portland State University - School of Business 1986 — 1993
B.S., Finance
Cary Chiappone Cary Chiappone's Merriman Curhan Ford & Co. Experience October 2003 - Present
Job Sr. Vice President at Merriman Curhan Ford & Co.
Industry Financial Services
Experience
Merriman Curhan Ford & Co. October 2003 - Present
Banc of America Securities March 1999 - March 2003
Charles Schwab 1997 - 1999
Charles Schwab 1996 - 1997
Education
University of California, Berkeley 1990 — 1995
B.A., History
Acalanes High School 1986 — 1990
Merriman Curhan Ford & Co. October 2003 - Present
Banc of America Securities March 1999 - March 2003
Charles Schwab 1997 - 1999
Charles Schwab 1996 - 1997
Education
University of California, Berkeley 1990 — 1995
B.A., History
Acalanes High School 1986 — 1990
Kent Redwine's Merriman Curhan Ford & Co. Experience January 2007 - August 2008
Job Strategic and Capital Advisory Services
Industry Real Estate
Experience
9th Element Advisors March 2015 - Present
Blue Juice, Inc. June 2010 - September 2013
Phoenix Motorcars December 2008 - June 2010
Film Arts Foundation January 2008 - June 2009
Merriman Curhan Ford & Co. January 2007 - August 2008
24 Hours on Craigslist LLC January 2005 - September 2006
Premium Spirits Startup June 2003 - January 2005
Thomas Weisel Partners June 1999 - September 2001
Banc of America Securities January 1995 - May 1999
Eurotel Prague,spol. s.r.o. 1991 - 1992
Skills
Venture Capital, Cleantech, Strategic Advisory, Mergers, Solar, M&A experience, Fundraising, Corporate Finance, Mergers & Acquisitions, Strategy, Solar Energy, Start-ups, Business Planning, Corporate Development, Strategic Partnerships, Restructuring, Capital Raising, Joint Ventures, Entrepreneurship, Private Equity, Financial Modeling, Business Strategy, Due Diligence, Valuation, Investments, Marketing, Management, Strategic Planning
Education
Claremont McKenna College 1989 — 1994
BA
Claremont McKenna College
BA (Chemistry & Economics)
9th Element Advisors March 2015 - Present
Blue Juice, Inc. June 2010 - September 2013
Phoenix Motorcars December 2008 - June 2010
Film Arts Foundation January 2008 - June 2009
Merriman Curhan Ford & Co. January 2007 - August 2008
24 Hours on Craigslist LLC January 2005 - September 2006
Premium Spirits Startup June 2003 - January 2005
Thomas Weisel Partners June 1999 - September 2001
Banc of America Securities January 1995 - May 1999
Eurotel Prague,spol. s.r.o. 1991 - 1992
Skills
Venture Capital, Cleantech, Strategic Advisory, Mergers, Solar, M&A experience, Fundraising, Corporate Finance, Mergers & Acquisitions, Strategy, Solar Energy, Start-ups, Business Planning, Corporate Development, Strategic Partnerships, Restructuring, Capital Raising, Joint Ventures, Entrepreneurship, Private Equity, Financial Modeling, Business Strategy, Due Diligence, Valuation, Investments, Marketing, Management, Strategic Planning
Education
Claremont McKenna College 1989 — 1994
BA
Claremont McKenna College
BA (Chemistry & Economics)
Erin Moloney's Merriman Curhan Ford & Co. Experience July 2004 - April 2008
Job Senior Manager, Strategy/PMO at Banfield Pet Hospital
Industry Veterinary
Experience
Banfield Pet Hospital March 2014 - Present
Banfield Pet Hospital January 2011 - March 2014
Banfield Pet Hospital October 2009 - January 2011
Mosaic Reseach April 2008 - November 2008
Merriman Curhan Ford & Co. July 2004 - April 2008
D.A. Davidson & Co. March 2002 - June 2004
Wells Fargo Securities August 2000 - March 2002
Skills
Financial Analysis, Equity Research, Retail, Operations Management, Strategic Financial..., Financial Modeling, Team Building, Analysis, P&L, Financial Planning, Business Strategy, Finance, Forecasting, Accounting, Mergers & Acquisitions, Income Statement, Customer Service, Training, Budgets
Education
Portland State University 1997 — 2000
Bachelor of Arts, Accounting
Banfield Pet Hospital March 2014 - Present
Banfield Pet Hospital January 2011 - March 2014
Banfield Pet Hospital October 2009 - January 2011
Mosaic Reseach April 2008 - November 2008
Merriman Curhan Ford & Co. July 2004 - April 2008
D.A. Davidson & Co. March 2002 - June 2004
Wells Fargo Securities August 2000 - March 2002
Skills
Financial Analysis, Equity Research, Retail, Operations Management, Strategic Financial..., Financial Modeling, Team Building, Analysis, P&L, Financial Planning, Business Strategy, Finance, Forecasting, Accounting, Mergers & Acquisitions, Income Statement, Customer Service, Training, Budgets
Education
Portland State University 1997 — 2000
Bachelor of Arts, Accounting
Eva Yee's Merriman Curhan Ford & Co. Experience April 2009 - June 2009
Job Corporate Attorney at Kratos Defense & Security Solutions, Inc.
Industry Law Practice
Experience
Kratos Defense & Security Solutions, Inc. September 2009 - Present
Merriman Curhan Ford & Co. April 2009 - June 2009
Merriman Curhan Ford & Co. November 2006 - October 2008
Merriman Curhan Ford & Co. September 2005 - November 2006
MTV Networks June 2005 - August 2005
Los Angeles County Public Defender June 2004 - August 2004
Skills
Mergers, Due Diligence, Securities, SEC filings, Corporate Law, Legal Writing, Mergers & Acquisitions, Venture Capital, Legal Research, Corporate Governance, Intellectual Property, Corporate Finance, Licensing, Employment Law, Commercial Litigation, Private Equity, Litigation
Education
University of California, Hastings College of the Law 2003 — 2006
JD
University of California, Berkeley 1999 — 2003
BA, Economics & History
Kratos Defense & Security Solutions, Inc. September 2009 - Present
Merriman Curhan Ford & Co. April 2009 - June 2009
Merriman Curhan Ford & Co. November 2006 - October 2008
Merriman Curhan Ford & Co. September 2005 - November 2006
MTV Networks June 2005 - August 2005
Los Angeles County Public Defender June 2004 - August 2004
Skills
Mergers, Due Diligence, Securities, SEC filings, Corporate Law, Legal Writing, Mergers & Acquisitions, Venture Capital, Legal Research, Corporate Governance, Intellectual Property, Corporate Finance, Licensing, Employment Law, Commercial Litigation, Private Equity, Litigation
Education
University of California, Hastings College of the Law 2003 — 2006
JD
University of California, Berkeley 1999 — 2003
BA, Economics & History
Vik Grover's Merriman Curhan Ford & Co. Experience January 2006 - December 2006
Job Managing Director at Source Capital Group, Inc.
Industry Financial Services
Experience
Source Capital Group, Inc. Managing Director, Investment BankingSource Capital Group, Inc.2007 - Present
Merriman Curhan Ford & Co. January 2006 - December 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Company September 2003 - January 2005
Kaufman Bros. January 1998 - September 2003
Education
Georgia Institute of Technology 1993 — 1995
University of California, Berkeley 1987 — 1992
BA, Marketing/Communications
Source Capital Group, Inc. Managing Director, Investment BankingSource Capital Group, Inc.2007 - Present
Merriman Curhan Ford & Co. January 2006 - December 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Company September 2003 - January 2005
Kaufman Bros. January 1998 - September 2003
Education
Georgia Institute of Technology 1993 — 1995
University of California, Berkeley 1987 — 1992
BA, Marketing/Communications
Frank Cupido, CFA's Merriman Curhan Ford & Co. Experience July 2005 - May 2007
Job Managing Director at Tree Line Capital Partners
Industry Investment Management
Experience
Tree Line Capital Partners November 2014 - Present
Medley Capital May 2007 - November 2014
Merriman Curhan Ford & Co. July 2005 - May 2007
Skills
Analytics, Investor Relations, IPO, Asset Allocation, Quantitative Analytics, Trading, Strategic Partnerships, Bonds, Business Strategy, Acquisitions, Real Estate Economics, Mutual Funds, Renewable Energy, Options, Finance, Financial Markets, Financial Advisory, Business Development, Economics, Management Consulting
Education
University of Pennsylvania 2001 — 2005
BSE, Mechanical Engineering
Tree Line Capital Partners November 2014 - Present
Medley Capital May 2007 - November 2014
Merriman Curhan Ford & Co. July 2005 - May 2007
Skills
Analytics, Investor Relations, IPO, Asset Allocation, Quantitative Analytics, Trading, Strategic Partnerships, Bonds, Business Strategy, Acquisitions, Real Estate Economics, Mutual Funds, Renewable Energy, Options, Finance, Financial Markets, Financial Advisory, Business Development, Economics, Management Consulting
Education
University of Pennsylvania 2001 — 2005
BSE, Mechanical Engineering
David Ettenger, CFA's Merriman Curhan Ford & Co. Experience April 2009 - April 2010
Job Senior Associate at Bow River Capital Partners
Industry Investment Management
Experience
Bow River Capital Partners May 2014 - Present
Morgan Stanley April 2010 - May 2014
Merriman Curhan Ford & Co. April 2009 - April 2010
Banc of America Securities June 2008 - January 2009
KPMG June 2007 - August 2007
Grey Mountain Partners 2007 - 2007
Denver Investment Advisors January 2005 - April 2005
Skills
Financial Modeling, Equities, Due Diligence, Private Equity, Hedge Funds, Mutual Funds, Series 63, Accounting, Valuation, Investments, Series 7, Bloomberg, Financial Analysis, Equity Research, Asset Management, Alternative Investments, Management, Securities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2008
MBA, Accounting Area of Emphasis
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Accounting
Bow River Capital Partners May 2014 - Present
Morgan Stanley April 2010 - May 2014
Merriman Curhan Ford & Co. April 2009 - April 2010
Banc of America Securities June 2008 - January 2009
KPMG June 2007 - August 2007
Grey Mountain Partners 2007 - 2007
Denver Investment Advisors January 2005 - April 2005
Skills
Financial Modeling, Equities, Due Diligence, Private Equity, Hedge Funds, Mutual Funds, Series 63, Accounting, Valuation, Investments, Series 7, Bloomberg, Financial Analysis, Equity Research, Asset Management, Alternative Investments, Management, Securities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2008
MBA, Accounting Area of Emphasis
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Accounting
Jim Finnerty's Merriman Curhan Ford & Co. Experience August 2002 - November 2007
Job President, Heirloom Meals
Industry Media Production
Experience
Energy Focus Inc 2008 - Present
Merriman Curhan Ford & Co. August 2002 - November 2007
Deustche Bank 1997 - 1998
Hambrecht & Quist 1986 - 1996
Kidder Peabody September 1983 - June 1986
Bank of Boston 1982 - 1984
American Institute for Economic Research 1977 - 1979
American Institute Counselors 1975 - 1977
Education
Cornell University - S.C. Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Boston College 1969 — 1973
BA, Economics
Energy Focus Inc 2008 - Present
Merriman Curhan Ford & Co. August 2002 - November 2007
Deustche Bank 1997 - 1998
Hambrecht & Quist 1986 - 1996
Kidder Peabody September 1983 - June 1986
Bank of Boston 1982 - 1984
American Institute for Economic Research 1977 - 1979
American Institute Counselors 1975 - 1977
Education
Cornell University - S.C. Johnson Graduate School of Management 1979 — 1981
MBA, Finance
Boston College 1969 — 1973
BA, Economics
Katy Del Bosque, PHR's Merriman Curhan Ford & Co. Experience September 1999 - July 2005
Job Human Resources Professional
Industry Hospital & Health Care
Experience
Kaiser Permanente March 2010 - Present
The Surplus Line Association of California February 2009 - December 2009
American Pacific Enterprises July 2005 - December 2008
Merriman Curhan Ford & Co. September 1999 - July 2005
RateXchange 1999 - 2001
Skills
Employee Relations, Performance Management, Human Resources, Deferred Compensation, Benefits Administration, Employment Law, Personnel Management, Policy, Time Management, Training, Employee Benefits, Payroll, Onboarding, Talent Acquisition, Leadership, Management, Sourcing
Education
The Ohio State University 1994 — 1998
Bachelor's, International Business
Kaiser Permanente March 2010 - Present
The Surplus Line Association of California February 2009 - December 2009
American Pacific Enterprises July 2005 - December 2008
Merriman Curhan Ford & Co. September 1999 - July 2005
RateXchange 1999 - 2001
Skills
Employee Relations, Performance Management, Human Resources, Deferred Compensation, Benefits Administration, Employment Law, Personnel Management, Policy, Time Management, Training, Employee Benefits, Payroll, Onboarding, Talent Acquisition, Leadership, Management, Sourcing
Education
The Ohio State University 1994 — 1998
Bachelor's, International Business
Vincent Kusy's Merriman Curhan Ford & Co. Experience October 2006 - August 2008
Job Associate Director, Compliance Officer at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Murphy & Durieu October 2008 - February 2015
Merriman Curhan Ford & Co. October 2006 - August 2008
Moors & Cabot April 2004 - October 2006
Deutsche Bank June 2002 - March 2004
NDB Capital Markets October 1995 - June 2002
Skills
Electronic Trading, Trading, Equity Trading, Equities, Bloomberg, Equity Research, Trading Systems, Traders, Series 7, Capital Markets, Financial Markets, Series 63, Securities, FINRA, Series 24, Series 55, Hedge Funds, Market Making, Options, Proprietary Trading
Education
State University of New York College at Oneonta 1990 — 1994
Bachelor of Science (B.S.), Business/Managerial Economics
UBS June 2015 - Present
Murphy & Durieu October 2008 - February 2015
Merriman Curhan Ford & Co. October 2006 - August 2008
Moors & Cabot April 2004 - October 2006
Deutsche Bank June 2002 - March 2004
NDB Capital Markets October 1995 - June 2002
Skills
Electronic Trading, Trading, Equity Trading, Equities, Bloomberg, Equity Research, Trading Systems, Traders, Series 7, Capital Markets, Financial Markets, Series 63, Securities, FINRA, Series 24, Series 55, Hedge Funds, Market Making, Options, Proprietary Trading
Education
State University of New York College at Oneonta 1990 — 1994
Bachelor of Science (B.S.), Business/Managerial Economics
Herve Francois's Merriman Curhan Ford & Co. Experience July 2003 - October 2010
Job Managing Director B.Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. April 2013 - Present
Mizuho Securities USA October 2010 - March 2013
Merriman Curhan Ford & Co. July 2003 - October 2010
Credit Suisse First Boston June 1998 - April 2003
Salomon Smith Barney 1994 - 1998
Skills
Equity Research, Series 7, Series 63, Financial Modeling, Series 24, Capital Markets, Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Boston College 1986 — 1990
BA, Economics
B. Riley & Co. April 2013 - Present
Mizuho Securities USA October 2010 - March 2013
Merriman Curhan Ford & Co. July 2003 - October 2010
Credit Suisse First Boston June 1998 - April 2003
Salomon Smith Barney 1994 - 1998
Skills
Equity Research, Series 7, Series 63, Financial Modeling, Series 24, Capital Markets, Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Boston College 1986 — 1990
BA, Economics
Addie Downing's Merriman Curhan Ford & Co. Experience September 2007 - March 2009
Job Consultant at Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
Columbia Business School July 2012 - May 2014
The Boston Consulting Group June 2013 - August 2013
High Lantern Group February 2011 - June 2012
Meg Whitman 2010 2009 - 2010
Merriman Curhan Ford & Co. September 2007 - March 2009
Skills
Communications Strategy, Public Policy, Strategic Communications, Project Management, Consulting, Political Campaigns, Financial Markets, Public Relations, Leadership, Management Consulting
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2003 — 2007
B.A, History and Government
The Boston Consulting Group August 2014 - Present
Columbia Business School July 2012 - May 2014
The Boston Consulting Group June 2013 - August 2013
High Lantern Group February 2011 - June 2012
Meg Whitman 2010 2009 - 2010
Merriman Curhan Ford & Co. September 2007 - March 2009
Skills
Communications Strategy, Public Policy, Strategic Communications, Project Management, Consulting, Political Campaigns, Financial Markets, Public Relations, Leadership, Management Consulting
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2003 — 2007
B.A, History and Government
Rob Straus's Merriman Curhan Ford & Co. Experience July 2005 - August 2008
Job Portfolio Manager and Analyst at Wynnefield Capital Inc
Industry Investment Management
Experience
Wynnefield Capital Inc April 2015 - Present
Gilford Securities February 2009 - March 2015
Aquidneck Advisors September 2008 - March 2015
Merriman Curhan Ford & Co. July 2005 - August 2008
Skills
Equity Research, Hedge Funds, Valuation, Equities, Alternative Investments, Private Equity, Investments, Due Diligence, Financial Modeling, Financial Analysis, Strategy, Fundamental Analysis, Competitive Analysis, Special Situations, Bloomberg
Education
Bentley University
Finance
Wynnefield Capital Inc April 2015 - Present
Gilford Securities February 2009 - March 2015
Aquidneck Advisors September 2008 - March 2015
Merriman Curhan Ford & Co. July 2005 - August 2008
Skills
Equity Research, Hedge Funds, Valuation, Equities, Alternative Investments, Private Equity, Investments, Due Diligence, Financial Modeling, Financial Analysis, Strategy, Fundamental Analysis, Competitive Analysis, Special Situations, Bloomberg
Education
Bentley University
Finance
Ping Zeng's Merriman Curhan Ford & Co. Experience November 2007 - December 2008
Job Via Licensing Corporation
Industry Legal Services
Experience
Via Licensing Corporation March 2009 - Present
Merriman Curhan Ford & Co. November 2007 - December 2008
National Mortgage Specialists, Inc. July 1997 - September 2007
Skills
SAP, PeopleSoft, Mas 500, Mas 90, Financial Accounting, Payroll, ADP Payroll, Payroll Taxes, Benefits Administration, Accounting, Revenue Recognition, Sarbanes-Oxley Act
Education
San Francisco State University, College of Business
BA, Accounting
Via Licensing Corporation March 2009 - Present
Merriman Curhan Ford & Co. November 2007 - December 2008
National Mortgage Specialists, Inc. July 1997 - September 2007
Skills
SAP, PeopleSoft, Mas 500, Mas 90, Financial Accounting, Payroll, ADP Payroll, Payroll Taxes, Benefits Administration, Accounting, Revenue Recognition, Sarbanes-Oxley Act
Education
San Francisco State University, College of Business
BA, Accounting
Stephen Trzesniewski's Merriman Curhan Ford & Co. Experience January 2005 - August 2008
Job at LMU
Industry Entertainment
Experience
Loyola Marymount University August 2011 - Present
IMAX 2012 - 2012
Wireless Watchdogs January 2011 - May 2011
Merriman Curhan Ford & Co. January 2005 - August 2008
Skills
Microsoft Excel, Research, Financial Modeling, Market Research, Valuation, Analysis, Qualitative Research, Quantitative Research, Editing, Statistics, Microsoft Office, Venture Capital, Financial Statement..., Data Analysis
Education
Loyola Marymount University 2011 — 2014
MFA, Feature Film Screenwriting
University of California, Los Angeles 2002 — 2006
Economics, Economics, English (minor)
Loyola Marymount University August 2011 - Present
IMAX 2012 - 2012
Wireless Watchdogs January 2011 - May 2011
Merriman Curhan Ford & Co. January 2005 - August 2008
Skills
Microsoft Excel, Research, Financial Modeling, Market Research, Valuation, Analysis, Qualitative Research, Quantitative Research, Editing, Statistics, Microsoft Office, Venture Capital, Financial Statement..., Data Analysis
Education
Loyola Marymount University 2011 — 2014
MFA, Feature Film Screenwriting
University of California, Los Angeles 2002 — 2006
Economics, Economics, English (minor)
Joe Pantginis's Merriman Curhan Ford & Co. Experience October 2008 - December 2009
Job Head of Biotechnology Research and Senior Research Analyst at Roth Capital Partners
Industry Financial Services
Experience
Roth Capital Partners December 2009 - Present
Merriman Curhan Ford & Co. October 2008 - December 2009
Canaccord Adams 2005 - 2008
Skills
Equity Research, Capital Markets, Biotechnology, Investment Banking, Due Diligence, Equities, Financial Modeling, Mergers & Acquisitions, Venture Capital, Corporate Development, Investor Relations, Valuation, Private Equity, IPO, Emerging Markets, Hedge Funds, Private Placements, Biotechnology Industry
Education
Pace University - Lubin School of Business 1999 — 2001
MBA, Finance
Albert Einstein College of Medicine of Yeshiva University 1991 — 1998
Ph.D., Molecular Genetics
Fordham University 1987 — 1991
Bachelor of Science (BS), Biology
Roth Capital Partners December 2009 - Present
Merriman Curhan Ford & Co. October 2008 - December 2009
Canaccord Adams 2005 - 2008
Skills
Equity Research, Capital Markets, Biotechnology, Investment Banking, Due Diligence, Equities, Financial Modeling, Mergers & Acquisitions, Venture Capital, Corporate Development, Investor Relations, Valuation, Private Equity, IPO, Emerging Markets, Hedge Funds, Private Placements, Biotechnology Industry
Education
Pace University - Lubin School of Business 1999 — 2001
MBA, Finance
Albert Einstein College of Medicine of Yeshiva University 1991 — 1998
Ph.D., Molecular Genetics
Fordham University 1987 — 1991
Bachelor of Science (BS), Biology
Jon Plexico's Merriman Curhan Ford & Co. Experience November 2002 - October 2005
Job CoManaging Member and Founder of Stonepine Capital
Industry Investment Management
Experience
Stonepine Capital May 2006 - Present
Merriman Curhan Ford & Co. November 2002 - October 2005
Chemdex Corporation September 1997 - October 2000
Quidel Corporation June 1994 - September 1997
Quidel Corporation July 1992 - June 1994
Quidel Corporation February 1992 - June 1992
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Private Equity, Portfolio Management, Venture Capital, Valuation, Investment Banking, Due Diligence, Equities
Education
Colgate University 1987 — 1991
BA, Political Science
Stonepine Capital May 2006 - Present
Merriman Curhan Ford & Co. November 2002 - October 2005
Chemdex Corporation September 1997 - October 2000
Quidel Corporation June 1994 - September 1997
Quidel Corporation July 1992 - June 1994
Quidel Corporation February 1992 - June 1992
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Private Equity, Portfolio Management, Venture Capital, Valuation, Investment Banking, Due Diligence, Equities
Education
Colgate University 1987 — 1991
BA, Political Science
Paulina Apostolides, CAIA's Merriman Curhan Ford & Co. Experience June 2005 - January 2009
Job Director of Investments
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
Massey Knakal Realty Services May 2012 - February 2013
NYPPEX Private Markets December 2009 - February 2010
Murphy & Durieu February 2009 - August 2009
Merriman Curhan Ford & Co. June 2005 - January 2009
Skills
Equities, Equity Trading, Series 7, Trading, Investments, Capital Markets, Securities, Asset Management, Valuation, Negotiation, Financial Markets, Hedge Funds, Alternative Investments, Financial Analysis, Series 63, Portfolio Management, Mutual Funds, Financial Reporting, Customer Relations, Institutional, Corporate Finance, Customer Service, Research, Technical Analysis, Real Estate, Market Making, Brokerage, Proprietary Trading, Real Estate Economics, Venture Capital, Bloomberg, Fixed Income, Finance, Financial Services, Due Diligence, Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Science (M.S.), Finance, General
Parsons School of Design
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Northwestern Mutual March 2013 - Present
Massey Knakal Realty Services May 2012 - February 2013
NYPPEX Private Markets December 2009 - February 2010
Murphy & Durieu February 2009 - August 2009
Merriman Curhan Ford & Co. June 2005 - January 2009
Skills
Equities, Equity Trading, Series 7, Trading, Investments, Capital Markets, Securities, Asset Management, Valuation, Negotiation, Financial Markets, Hedge Funds, Alternative Investments, Financial Analysis, Series 63, Portfolio Management, Mutual Funds, Financial Reporting, Customer Relations, Institutional, Corporate Finance, Customer Service, Research, Technical Analysis, Real Estate, Market Making, Brokerage, Proprietary Trading, Real Estate Economics, Venture Capital, Bloomberg, Fixed Income, Finance, Financial Services, Due Diligence, Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Science (M.S.), Finance, General
Parsons School of Design
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Twomey John's Merriman Curhan Ford & Co. Experience 2005 - October 2010
Job Executive Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. June 2013 - Present
BB&T Capital Markets 2011 - June 2013
Merriman Curhan Ford & Co. 2005 - October 2010
Credit Suisse February 1994 - January 2004
Education
Iona College
BBA, Finance
Regis High School
Mizuho Securities USA Inc. June 2013 - Present
BB&T Capital Markets 2011 - June 2013
Merriman Curhan Ford & Co. 2005 - October 2010
Credit Suisse February 1994 - January 2004
Education
Iona College
BBA, Finance
Regis High School
Azita Payandeh Payne's Merriman Curhan Ford & Co. Experience 2004 - 2004
Job Alphaeon Partner at ALPHAEON Corporation a Strathspey Crown company
Industry Medical Devices
Experience
ALPHAEON Corporation a Strathspey Crown company July 2014 - Present
Mentor Worldwide, LLC, a Johnson & Johnson Company January 2013 - July 2014
American Medical Systems May 2009 - February 2012
Alcon Laboratories, Inc. 2005 - 2009
Williams-Sonoma, Inc. 2005 - 2005
Merriman Curhan Ford & Co. 2004 - 2004
Gap Inc. 1999 - 2003
Nationsbanc Montgomery Securities 1997 - 1999
Skills
Medical Devices, Pharmaceutical Sales, Product Launch, Urology, Sales Effectiveness, Cardiology, Operating Room, Sales Operations, Sales Force Development, Cold Calling, Surgeons, Managed Care, Pharmaceutical Industry, Healthcare, Market Development, Surgery, Sales, Account Management, Surgical Instruments, Hospitals
Education
University of California, Berkeley
BA, Psychology
ALPHAEON Corporation a Strathspey Crown company July 2014 - Present
Mentor Worldwide, LLC, a Johnson & Johnson Company January 2013 - July 2014
American Medical Systems May 2009 - February 2012
Alcon Laboratories, Inc. 2005 - 2009
Williams-Sonoma, Inc. 2005 - 2005
Merriman Curhan Ford & Co. 2004 - 2004
Gap Inc. 1999 - 2003
Nationsbanc Montgomery Securities 1997 - 1999
Skills
Medical Devices, Pharmaceutical Sales, Product Launch, Urology, Sales Effectiveness, Cardiology, Operating Room, Sales Operations, Sales Force Development, Cold Calling, Surgeons, Managed Care, Pharmaceutical Industry, Healthcare, Market Development, Surgery, Sales, Account Management, Surgical Instruments, Hospitals
Education
University of California, Berkeley
BA, Psychology
Cory Clar's Merriman Curhan Ford & Co. Experience 2003 - 2006
Job Writer and Editor, User Experience (UX)
Industry Financial Services
Experience
Wells Fargo December 2013 - June 2015
Wescom Credit Union October 2012 - November 2013
Morgan Stanley Smith Barney 2012 - January 2012
Wescom Credit Union January 2010 - November 2011
Franklin Templeton Investments 2011 - 2011
Wescom Credit Union 2010 - 2011
Contango Capital Advisors 2008 - 2011
Nollenberger Capital Partners 2006 - 2007
Merriman Curhan Ford & Co. 2003 - 2006
Financial Services and Biotechnology Companies 2001 - 2003
Skills
Editing, Risk Management, Copywriting, Microsoft Excel, Leadership, Research, Series 7, Copy Editing, Financial Analysis, Investments, Asset Managment, Asset Management, Marketing, Marketing Communications, Equity Research, Financial Modeling, Social Media
Education
University of California, Santa Cruz
BA
Wells Fargo December 2013 - June 2015
Wescom Credit Union October 2012 - November 2013
Morgan Stanley Smith Barney 2012 - January 2012
Wescom Credit Union January 2010 - November 2011
Franklin Templeton Investments 2011 - 2011
Wescom Credit Union 2010 - 2011
Contango Capital Advisors 2008 - 2011
Nollenberger Capital Partners 2006 - 2007
Merriman Curhan Ford & Co. 2003 - 2006
Financial Services and Biotechnology Companies 2001 - 2003
Skills
Editing, Risk Management, Copywriting, Microsoft Excel, Leadership, Research, Series 7, Copy Editing, Financial Analysis, Investments, Asset Managment, Asset Management, Marketing, Marketing Communications, Equity Research, Financial Modeling, Social Media
Education
University of California, Santa Cruz
BA
Christine Gonzalez's Merriman Curhan Ford & Co. Experience February 2006 - February 2007
Job Relationship Manager at Fintan Partners
Industry Financial Services
Experience
Fintan Partners January 2014 - Present
Fintan Partners August 2011 - December 2013
Sequoia Capital Heritage Fund April 2010 - August 2011
Pinpoint Ventures March 2007 - March 2009
Merriman Curhan Ford & Co. February 2006 - February 2007
JMP Group August 2003 - February 2006
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
BS, Business Administration
Fintan Partners January 2014 - Present
Fintan Partners August 2011 - December 2013
Sequoia Capital Heritage Fund April 2010 - August 2011
Pinpoint Ventures March 2007 - March 2009
Merriman Curhan Ford & Co. February 2006 - February 2007
JMP Group August 2003 - February 2006
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
BS, Business Administration
Paulina Guerrero's Merriman Curhan Ford & Co. Experience 2003 - 2006
Job Strategic Project Manager at Dealer.com
Industry Computer Software
Experience
Dealer.com July 2015 - Present
Dealer.com 2014 - Present
TVA Ltd 2006 - 2010
Xinhua Finance Media 2007 - 2008
Merriman Curhan Ford & Co. 2003 - 2006
Skills
Investment Banking, Financial Modeling, New Business Development, Equities, Business Intelligence, Process Improvement, Securities, Management, Strategic Planning, Cross-functional Team..., Marketing Strategy, Business Strategy, Leadership, Strategy, Project Management
Education
University of California, Berkeley 1992 — 1997
BA, Political Economy
University of California, Berkeley 1992 — 1997
Bachelor's degree
Dealer.com July 2015 - Present
Dealer.com 2014 - Present
TVA Ltd 2006 - 2010
Xinhua Finance Media 2007 - 2008
Merriman Curhan Ford & Co. 2003 - 2006
Skills
Investment Banking, Financial Modeling, New Business Development, Equities, Business Intelligence, Process Improvement, Securities, Management, Strategic Planning, Cross-functional Team..., Marketing Strategy, Business Strategy, Leadership, Strategy, Project Management
Education
University of California, Berkeley 1992 — 1997
BA, Political Economy
University of California, Berkeley 1992 — 1997
Bachelor's degree
Athena Wong's Merriman Curhan Ford & Co. Experience September 2008 - July 2013
Job Assistant Controller at LOYAL3
Industry Investment Banking
Experience
LOYAL3 November 2013 - Present
Merriman Curhan Ford & Co. September 2008 - July 2013
ThinkEquity LLC December 2006 - September 2008
Concorde Acceptance 2005 - 2006
Skills
Equities, Deferred Compensation, Microsoft Office, Mergers & Acquisitions, Accounting, Financial Analysis, Payroll, QuickBooks, Outlook, Microsoft Excel
Education
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Management Information Systems, General
LOYAL3 November 2013 - Present
Merriman Curhan Ford & Co. September 2008 - July 2013
ThinkEquity LLC December 2006 - September 2008
Concorde Acceptance 2005 - 2006
Skills
Equities, Deferred Compensation, Microsoft Office, Mergers & Acquisitions, Accounting, Financial Analysis, Payroll, QuickBooks, Outlook, Microsoft Excel
Education
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Management Information Systems, General
Beth Berl Nevarez's Merriman Curhan Ford & Co. Experience September 2003 - April 2005
Job Portfolio Implementation & Design at BlackRock
Industry Financial Services
Experience
BlackRock September 2010 - Present
Barclays Global Investors April 2006 - September 2010
Barclays Global Investors February 2005 - April 2006
Merriman Curhan Ford & Co. September 2003 - April 2005
Seneca Capital Management/Conifer Securities March 1998 - January 2002
Skills
Series 7, Series 63, Series 24, Trading, Loans, Derivatives, Financial Risk, Fixed Income, Equities, Management, Portfolio Management, Investment Banking
Education
Dominican University of California 2001 — 2003
Master of Business Administration (MBA), Strategic Product Mgmt.
Dominican University of California
Bachelor of Arts (B.A.), Psychology
BlackRock September 2010 - Present
Barclays Global Investors April 2006 - September 2010
Barclays Global Investors February 2005 - April 2006
Merriman Curhan Ford & Co. September 2003 - April 2005
Seneca Capital Management/Conifer Securities March 1998 - January 2002
Skills
Series 7, Series 63, Series 24, Trading, Loans, Derivatives, Financial Risk, Fixed Income, Equities, Management, Portfolio Management, Investment Banking
Education
Dominican University of California 2001 — 2003
Master of Business Administration (MBA), Strategic Product Mgmt.
Dominican University of California
Bachelor of Arts (B.A.), Psychology
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial