North Point Advisors

Description

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

North Point Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at North Point Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

North Point Advisors Salaries. You can even request information on how much does North Point Advisors pay if you want to. Learn about salaries, pros and cons of working for North Point Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

34 North Point Advisors employees in database. Find out everything there's to know about North Point Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

North Point Advisors Employees

Employee
Years
Job
Industry
Andrew Somberg Andrew Somberg San Francisco, California Details
Andrew Somberg's North Point Advisors Experience June 2010 - August 2010
Job Associate at TPG Growth
Industry Venture Capital & Private Equity
Experience
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

Chad Jardine Chad Jardine Orem, Utah Details
Chad Jardine's North Point Advisors Experience May 2008 - Present
Job Head of Marketing at GoReact
Industry Computer Software
Experience
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

Alexander de Chatellus Alexander de Chatellus Boston, Massachusetts Details
Alexander de Chatellus's North Point Advisors Experience June 2012 - August 2012
Job Senior Associate Consultant at Bain & Company
Industry Management Consulting
Experience
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

Dylan Ashbrook Dylan Ashbrook San Francisco Bay Area Details
Dylan Ashbrook's North Point Advisors Experience January 2010 - August 2011
Job iTunes at Apple
Industry Consumer Electronics
Experience
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

Samuel Todd Samuel Todd San Francisco, California Details
Samuel Todd's North Point Advisors Experience September 2015 - Present
Job Analyst at North Point Advisors
Industry Investment Banking
Experience
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

Peter Hunt Peter Hunt San Francisco, California Details
Peter Hunt's North Point Advisors Experience December 2013 - Present
Job Managing Director at North Point Advisors
Industry Investment Banking
Experience
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

Julian Levine Julian Levine Greater New York City Area Details
Julian Levine's North Point Advisors Experience September 2010 - July 2013
Job Private Equity Associate at Stripes Group
Industry Venture Capital & Private Equity
Experience
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

Cynthia Hargadon Cynthia Hargadon Greater New York City Area Details
Cynthia Hargadon's North Point Advisors Experience 2010 - Present
Job Partner and Senior Consultant at North Point Advisors LLC
Industry Investment Management
Experience
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

Camille Hooks Camille Hooks Princeton, New Jersey Details
Camille Hooks's North Point Advisors Experience June 2013 - July 2013
Job Analyst Global Business Development at The Walt Disney Company
Industry
Experience
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

Jacquelyn Young Sonner Jacquelyn Young Sonner San Francisco Bay Area Details
Jacquelyn Young Sonner's North Point Advisors Experience January 2008 - May 2009
Job Sculpt + Cycle Instructor & Retail Manager at BodyROK Studios
Industry Health, Wellness and Fitness
Experience
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

Raymond Blanchette Raymond Blanchette Lubbock, Texas Details
Raymond Blanchette's North Point Advisors Experience June 2012 - August 2012
Job Supply Chain Analyst at Ignite Restaurant Group
Industry
Experience
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

Parker Johnson Parker Johnson Wichita, Kansas Area Details
Parker Johnson's North Point Advisors Experience January 2009 - February 2012
Job Associate of Business Development at Koch Industries
Industry Accounting
Experience
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

Casey Denning Casey Denning San Francisco Bay Area Details
Casey Denning's North Point Advisors Experience May 2012 - September 2014
Job Graduate Student at The University of California, Santa Cruz
Industry Education Management
Experience
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

Connor Hunt Connor Hunt San Francisco Bay Area Details
Connor Hunt's North Point Advisors Experience June 2013 - July 2013
Job Analyst at FT Partners
Industry Investment Banking
Experience
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

James Greenwald James Greenwald Greater New York City Area Details
James Greenwald's North Point Advisors Experience September 2015 - Present
Job
Industry Consumer Goods
Experience
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

Tom Kilgore Tom Kilgore San Francisco, California Details
Tom Kilgore's North Point Advisors Experience January 2015 - Present
Job Associate at North Point Advisors
Industry Investment Banking
Experience
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

Nathan Kafer Nathan Kafer San Francisco, California Details
Nathan Kafer's North Point Advisors Experience July 2015 - Present
Job Vice President at North Point Advisors
Industry Investment Banking
Experience
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

Will Fredericks Will Fredericks San Francisco, California Details
Will Fredericks's North Point Advisors Experience March 2014 - Present
Job Analyst at North Point Advisors
Industry Construction
Experience
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

William H. Marshall William H. Marshall San Francisco, California Details
William H. Marshall's North Point Advisors Experience September 2013 - Present
Job Analyst at North Point Advisors
Industry Investment Banking
Experience
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

John Sternfield John Sternfield Palo Alto, California Details
John Sternfield's North Point Advisors Experience April 2009 - February 2012
Job Head of Technology Investment Banking Petsky Prunier LLC
Industry Investment Banking
Experience
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

Brooks Creasey Brooks Creasey Houston, Texas Details
Brooks Creasey's North Point Advisors Experience September 2013 - Present
Job Analyst
Industry Investment Banking
Experience
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

Kevin Raesly Kevin Raesly San Francisco Bay Area Details
Kevin Raesly's North Point Advisors Experience December 2013 - January 2015
Job Associate at Demeter Group
Industry Investment Banking
Experience
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

Jim Moore Jim Moore San Francisco Bay Area Details
Jim Moore's North Point Advisors Experience March 2004 - October 2008
Job Managing Director at B. Riley & Co.
Industry Financial Services
Experience
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

Jennifer Trahan Jennifer Trahan San Francisco Bay Area Details
Jennifer Trahan's North Point Advisors Experience July 2004 - Present
Job Vice President at North Point Advisors
Industry Investment Banking
Experience
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

Cooper McKee Cooper McKee San Francisco Bay Area Details
Cooper McKee's North Point Advisors Experience October 2010 - Present
Job Vice President at North Point Advisors
Industry Financial Services
Experience
North Point Advisors   October 2010 - Present
JPMorgan  February 2007 - August 2010

Education
Stanford University   2004 — 2006

Tim Manson Tim Manson Spartanburg, South Carolina Details
Tim Manson's North Point Advisors Experience May 2007 - August 2007
Job Director of Development at Johnson Development Associates, Inc.
Industry Real Estate
Experience
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

Coulter Somes Coulter Somes Kansas City, Missouri Details
Coulter Somes's North Point Advisors Experience September 2011 - February 2012
Job Somes Ventures
Industry Investment Management
Experience
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

Matt Glendenning Matt Glendenning Saint George, Utah Details
Matt Glendenning's North Point Advisors Experience May 2011 - June 2011
Job GEnterprises, Inc.
Industry Restaurants
Experience
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

Jay Sonner Jay Sonner San Francisco, California Details
Jay Sonner's North Point Advisors Experience May 2010 - Present
Job Vice President at North Point Advisors
Industry Investment Banking
Experience
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