North Point Advisors
Address: 580 California St # 2000, San Francisco, CA 94104 Phone: (415) 358-3500: Category: Place name: : : : Hours: Website: : : Website: http://nptadvisors.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of North Point Advisors LLC Posting publicly on the Web Write a review Reviews 1 Google review
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North Point Advisors Employees
TPG Growth August 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
North Point Advisors June 2010 - August 2010
Education
Middlebury College 2007 — 2011
B.A.
Newark Academy 2003 — 2007
Utah Valley University August 2015 - Present
GoReact May 2014 - Present
University of Utah July 2012 - Present
North Point Advisors May 2008 - Present
WakeUpNow June 2012 - April 2014
Western Credit Service Company July 2009 - July 2012
WakeUpNow November 2010 - June 2012
Workfront (formerly AtTask) January 2007 - June 2008
Provo Craft September 2004 - February 2007
Skills
Entrepreneurship, Marketing, Strategy, Lead Generation, Marketing Strategy, SaaS, Leadership, Start-ups, Business Development, SEO, Product Management, Online Advertising, Business Strategy, Executive Management, Integrated Marketing, Digital Marketing, Email Marketing, Online Marketing, New Business Development, Social Networking, Product Marketing, B2B Marketing, Marketing Communications, Social Media Marketing, SEM, PPC, Direct Marketing, Product Development, Sales, B2B, E-commerce, Competitive Analysis, Market Research, Analytics, Web Analytics, Retail, Sales Operations, Direct Sales, Marketing Research, Advertising, Social Media, Marketing Management, Management, Strategic Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA
Brigham Young University 1991 — 2000
BFA
Stanford University Graduate School of Business
Bain & Company September 2015 - Present
Bain & Company September 2013 - September 2015
North Point Advisors June 2012 - August 2012
Dartmouth College Endowment Office June 2011 - August 2011
Jamba Juice April 2009 - June 2009
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics
Redwood High School 2005 — 2009
Apple July 2013 - Present
Apple June 2012 - July 2013
North Point Advisors January 2010 - August 2011
North Point Advisors January 2008 - December 2009
TBWA Chiat Day 2006 - 2007
Section Eight May 2004 - August 2006
Skills
Film, Film Production, Financial Modeling, Valuation, Venture Capital, Private Equity, Entrepreneurship, Due Diligence, Corporate Development, Corporate Finance, Business Strategy, Strategy, Investment Banking, Start-ups, Financial Analysis, Mergers & Acquisitions, Competitive Analysis, Data Analysis
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
Duke University 2000 — 2004
Bachelor of Arts, English and Film/Video/Digital Studies
North Point Advisors September 2015 - Present
Columbia Management June 2014 - August 2014
Cervantes Capital November 2013 - January 2014
National Youth Association August 2012 - January 2014
Mic January 2012 - March 2012
Skills
Private Equity, Investments, Social Media, Strategy, Microsoft Excel, Leadership, Data Analysis, Financial Analysis, Economics, Teamwork
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics and English
Cathedral Catholic High School 2007 — 2011
North Point Advisors December 2013 - Present
JMP Securities January 2005 - December 2013
Shattuck Hammond Partners October 2001 - January 2005
CornerHardware.com April 1999 - April 2001
Montgomery Securities (Bank of America) April 1994 - April 1999
Lehman Brothers February 1992 - April 1994
J.P. Morgan August 1986 - February 1992
Campus Linen Service 1982 - 1986
Skills
Investment Banking, Capital Markets, Private Placements, Equities, Valuation, Private Equity, Equity Research, Hedge Funds, Financial Modeling, Corporate Finance, Venture Capital, Fixed Income
Education
Columbia University in the City of New York 1988 — 1990
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1981 — 1986
Bachelor of Science (BS), Biology, General
Stripes Group April 2014 - Present
Bank of America Merrill Lynch July 2013 - April 2014
North Point Advisors September 2010 - July 2013
Alvarez & Marsal June 2009 - August 2009
MSD Capital June 2008 - August 2008
Skills
Valuation, LBO, Investment Valuation, Restaurant Consulting, Business Strategy, Financial Modeling, Business Development, Due Diligence, Capital IQ, Bloomberg, Microsoft Excel, PowerPoint, DCF, Valuation Modeling, Research, Consumer, dealogic, M&A experience, Operating Models, Financial Analysis, Series 63, series 79, FINRA, Investment Banking, Investments, Strategy, Finance, Entrepreneurship, Mergers & Acquisitions
Education
Cornell University 2006 — 2010
Bachelors of Science, Business with a Finance specialization
North Point Advisors 2010 - Present
RogersCasey 2006 - 2010
NADA Retirement Trust 1998 - 2000
Stable Value Investment Association 1996 - 1998
ICMA Retirement Corporation 1987 - 1996
Skills
Investments, Investment Advisory, Endowments, Asset Managment, Investment Policy..., Mutual Funds, Leadership, Asset Allocation, Fixed Income, Management, Asset Management, Equities, Alternative Investments, Investment Management, Investment Banking, Hedge Funds, 401k, Finance, Investment Strategies, Portfolio Management
Education
The George Washington University - School of Business
MBA, Finance
University of Virginia
BA, Economics
The Walt Disney Company July 2015 - Present
Credit Suisse June 2014 - August 2014
North Point Advisors June 2013 - July 2013
Vuguru LLC June 2012 - August 2012
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Economics
Harvard-Westlake 2005 — 2011
BodyROK Studios February 2012 - Present
lululemon athletica February 2010 - September 2013
lululemon athletica February 2010 - June 2011
North Point Advisors January 2008 - May 2009
Shelter for Abused Women & Children May 2006 - October 2007
Shelter for Abused Women & Children August 2005 - May 2006
BBDO July 2004 - October 2004
Skills
Fundraising, Event Planning, Event Management, Press Releases, Retail, Public Relations, Training, Nonprofits, Facebook, Leadership, Creative Direction, Management, Volunteer Management, Wellness, Pilates, Fitness, Public Speaking, Editing, Newsletters, Recruiting, Social Media, Program Development, Community Outreach, Social Networking, Advertising, Photography, Teamwork, Time Management, Performance Management, Hiring Practices, Team Building, Entrepreneurship, Social Media Marketing, Blogging
Education
Institute for Integrative Nutrition 2014 — 2015
Certification in Holistic Health & Nutrition, Health Coach
College of Charleston 2000 — 2004
B.A., Communications with specialization in Media Studies
Ignite Restaurant Group July 2015 - Present
Ignite Restaurant Group June 2014 - August 2014
North Point Advisors June 2012 - August 2012
Education
Texas Tech University - Rawls College of Business 2011 — 2015
Bachelor's Degree, Finance
Federal Employee Services February 2014 - Present
Koch Industries January 2012 - February 2014
North Point Advisors January 2009 - February 2012
Fox and Hound Restaurant Group May 2008 - December 2008
INTRUST Bank October 2006 - May 2008
PwC June 2007 - August 2007
Skills
Financial Modeling, Financial Accounting, PowerPoint, Financial Reporting, Access, Financial Analysis, Finance, Microsoft Office, Accounting, Microsoft Excel
Education
The University of Kansas 2004 — 2008
Bachelor of Sciences, Information Systems
University of Kansas 2004 — 2008
Bachelor of Sciences, Accounting
Scott's Valley Middle School August 2015 - Present
Santa Cruz High School September 2014 - August 2015
North Point Advisors May 2012 - September 2014
Cafe Rio June 2007 - November 2009
Skills
Intercultural..., Collaborative Problem..., Writing Skills, Group Presentations, American History, European History, Critical Thinking, Discussions, Customer Service, Service Management, Writing, Social Media, PowerPoint, Sales, Valuation
Education
University of California, Santa Cruz 2015 — 2016
Master of Education (M.Ed.), Secondary Education and Teaching
University of California, Santa Cruz 2010 — 2012
BA, History
University of Cambridge 2011 — 2011
Study Abroad, Classes taken: British History, Anglo-American Relationship, Writing
Cabrillo College 2007 — 2010
AA, History
Financial Technology Partners July 2015 - Present
North Point Advisors June 2013 - July 2013
St. Vincent de Paul Society 2012 - 2012
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
North Point Advisors September 2015 - Present
Houlihan Lokey June 2013 - August 2013
Skills
Microsoft Excel, Research, Microsoft Word, PowerPoint, English, Spanish
Education
Emory University 2011 — 2015
Bachelor of Arts (BA), Economics
Emory University 2011 — 2015
Bachelor of Arts (BA), Spanish and Iberian Studies
Choate Rosemary Hall 2007 — 2011
North Point Advisors January 2015 - Present
Cowen and Company July 2011 - September 2014
WealthVest Marketing June 2010 - August 2010
Cumulus Networks June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Valuation, Bloomberg, Capital IQ, PowerPoint, Market Research, Management, Financial Analysis, Equities, Social Media
Education
Trinity College-Hartford 2007 — 2011
Undergraduate, Economics and English, Cumulative GPA: 3.7
Saint Ignatius (SI) College Prep High School 2003 — 2007
Town
North Point Advisors July 2015 - Present
North Point Advisors May 2014 - Present
North Point Advisors April 2012 - May 2014
Quality Systems, Inc December 2011 - April 2012
Skills
Valuation, Mergers, Finance, Financial Analysis, Microsoft Excel, Financial Modeling, Marketing, Investments, Corporate Finance, Private Equity, Sales, Fundraising, Mergers
Education
Regis University 2007 — 2011
Bachelor of Science, Double Major: (i) Applied Economics (ii) Business Administration with an emphasis Finance, Magna Cum Laude
North Point Advisors March 2014 - Present
Marina Subs October 2013 - March 2014
Urban Lacrosse 2014 - 2014
North Point Advisors July 2013 - September 2013
Dan Daly Construction 2010 - 2012
Skills
Customer Service
Education
Loyola University Maryland 2009 — 2013
Bachelor of Applied Science (BASc), Psychology
St. Ignatius College Preparatory 2005 — 2009
Town School for Boys
Training the Street
Training the Street
North Point Advisors September 2013 - Present
Coulter Enterprises, Inc. September 2011 - August 2013
Lone Star Steakhouse Corporate Headquarters July 2003 - May 2007
Education
Wichita State University 2012 — 2013
MBA, Finance
University of Kansas 2007 — 2011
BS, Management and Leadership
Consortium Institute of Management & Business Analysis (CIMBA) 2010 — 2010
Petsky Prunier LLC March 2012 - Present
North Point Advisors April 2009 - February 2012
The Ritz-Carlton Club Aspen Highlands 2003 - October 2011
Cantor Fitzgerald August 2006 - April 2009
Ross Road Partners June 2002 - August 2006
Piper Jaffray 1995 - 2002
Montgomery Securities 1992 - 1995
Skills
Market Development, Private Placements, Capital Markets, Investment Banking, Corporate Advisory, Mergers, Private Equity, Corporate Finance, Valuation, Due Diligence, Strategy, Entrepreneurship, Asset Management, Business Development, Investments, Hedge Funds, Equity Research, Alternative Investments, Financial Analysis, New Business Development, Financial Services, Start-ups, Cross-functional Team..., Leadership, Executive Management, M&A experience, Finance, Strategic Planning, Financial Modeling, Corporate Development, Business Strategy, Emerging Markets, LBO, Structured Finance, Financial Structuring, Leveraged Finance, Management, Portfolio Management, Growth Capital, Angel Investing, IPO, Restructuring, Acquisitions, Divestitures, Capital Raising, Business Valuation, Investor Relations, Equity Valuation, Deal Sourcing, Equities
Education
Harvard Business School 1981 — 1983
MBA, Finance
University of Pennsylvania
BA, Sociology/Political Science
North Point Advisors September 2013 - Present
Skills
Leadership, Microsoft Excel, Microsoft Office, PowerPoint, English, Microsoft Word, Customer Service, Research, Budgets, Strategic Planning, Outlook, Negotiation, Windows, Public Speaking, Teaching
Education
Baylor University 2009 — 2013
Bachelor of Business Administration, Finance and Economics
Demeter Group January 2015 - Present
North Point Advisors December 2013 - January 2015
North Point Advisors September 2011 - December 2013
MCM Capital June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, LBO, Valuation, Mergers, DCF, Capital IQ, Equity Research, Private Equity
Education
Cornell University 2007 — 2011
Applied Economics and Management, Finance
Landon School 1997 — 2007
HS, High School Degree
B. Riley & Co. May 2015 - Present
J. Moore Partners LLC October 2008 - May 2015
North Point Advisors March 2004 - October 2008
Restoration Project 2003 - 2004
Deutsche Bank Alex. Brown 1995 - 2003
Skills
Venture Capital, Mergers & Acquisitions, Entrepreneurship, SaaS, Start-ups, Cloud Computing, Strategy, Investment Banking, Enterprise Software, Business Strategy, Private Equity, Angel Investing, Strategic Partnerships, IPO, Mergers, Leadership, Digital Media, Recapitalizations, Financial Modeling, Merger & Acquistion, Business Valuation, Social Media, Mobile Technology, E-commerce, Corporate Strategy, Positioning, Equity Research, Cross Boarder..., Software Subscription, Corporate Positioning, Equity Valuation, Equity Capital Markets, Financial Analysis, Financial Accounting, Financial Planning, Financial Statements, Organizational..., Strategic Leadership, Thought Leadership, University Teaching, Water Management, Water Resources, Sustainable Agriculture, Natural Health, CEO, CFO, Chief Executive Officer, Chief Financial Officer, Entrepreneurial Finance, Chief Strategy Officer
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
University of Colorado Boulder 1977 — 1981
B.A., Economics
North Point Advisors July 2004 - Present
Banc of America Securities August 1999 - June 2004
Skills
LBO, Private Equity, Corporate Finance, Valuation, Financial Modeling, Investment Banking, Corporate Development, Capital Markets, Due Diligence, Mergers & Acquisitions, Project Management, Venture Capital, Mergers, Executive Management, Business Strategy, Equity Research, Inspiring People, Financial Analysis
Education
McNeese State University 1995 — 1999
Concurrent BS Degrees, Accounting and Finance
North Point Advisors October 2010 - Present
JPMorgan February 2007 - August 2010
Education
Stanford University 2004 — 2006
Johnson Development Associates, Inc. January 2015 - Present
Ditto Residential January 2014 - December 2014
Clark Construction December 2012 - December 2013
Clark Construction August 2008 - December 2012
North Point Advisors May 2007 - August 2007
Skills
Construction Management, Construction, Contract Management, Project Management, Contract Negotiation, AutoCAD, LEED, SketchUp, Budgets, Value Engineering, Negotiation, Microsoft Excel, Green Building, Submittals, Energy, Microsoft Office, MS Project, Sustainability, Financial Modeling, Project Estimation, Process Scheduler, Management, Due Diligence, Real Estate, Real Estate Development, Financial Analysis, Strategic Planning, Microsoft Project
Education
Washington and Lee University 2004 — 2009
BA, Economics
London School of Economics and Political Science 2007 — 2007
Public Finance
The Baylor School 1998 — 2004
North Point Advisors September 2011 - February 2012
Vail Cascade Club June 2006 - August 2006
Skills
Investment Banking, Financial Modeling, Valuation, Finance, Industry Research, Mergers, LBO, Capital IQ, Financial Analysis, DCF, Company Valuation, Value Investing, Equity Research, Deal Sourcing, Corporate Finance, Equity Capital Markets, Investment Research
Education
University of Kansas 2007 — 2011
B.S. Finance, Entrepreneurship
G-Enterprises, Inc. January 2012 - Present
Jimmy John's 2012 - 2013
North Point Advisors May 2011 - June 2011
The Church of Jesus Christ of Latter-day Saints May 2007 - May 2009
Skills
Critical Thinking, Interpersonal and..., Bilingual, Training, Time Management, Social Media, Sales, Management, Access, Event Planning, Marketing, Research, Public Speaking
Education
Brigham Young University - Hawaii 2009 — 2011
Business Management, Finance, Mandarin Chinese
Brigham Young University - Hawaii 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
North Point Advisors May 2010 - Present
Mayer Brown June 2008 - August 2008
FCT October 2003 - March 2006
Skills
Investment Banking, Valuation, Capital Markets, LBO, Private Equity, Mergers & Acquisitions, Equities, Financial Modeling, Bloomberg, Equity Research, Alternative Investments, Corporate Development, Corporate Finance, DCF, Venture Capital, Business Valuation, Asset Management, Due Diligence, Financial Analysis, Finance
Education
University of California, Hastings College of the Law 2006 — 2009
Juris Doctor
College of Charleston 1998 — 2003