OAK INVESTMENT PARTNERS
Industry: Private equity company
DescriptionOak Investment Partners is a private equity firm focusing on venture capital investments in companies developing communications systems, information technology, new Internet media, healthcare services and retail. Founder: Edward Glassmeyer Founded: 1978 Headquarters: Norwalk, CT Type of business: Investment company
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OAK INVESTMENT PARTNERS Employees
CA Technologies October 2013 - Present
CA Technologies October 2009 - October 2013
SunGard 2002 - 2009
Oak Investment Partners June 2000 - June 2002
Thomson Reuters January 1999 - June 2000
Thomson Reuters June 1997 - January 1999
Skills
Product Management, SaaS, Strategy, Enterprise Software, Management, Product Marketing, Private Equity, Account Management, Leadership, Sales, Strategic Partnerships, Go-to-market Strategy, Product Development, Venture Capital, New Business Development, Financial Services, Alternative Investments, Hedge Funds, Product Launch, Portfolio Management, Agile Methodologies, Salesforce.com, Business Analysis, Solution Selling, Start-ups, Partnership Accounting, Cloud Computing
Education
The George Washington University
BBA, Int'l Business and Economics
Morgan Stanley July 2010 - June 2015
Oak Investment Partners May 2009 - August 2009
Goldman Sachs August 2004 - February 2008
Education
University of Pennsylvania - The Lauder Institute 2008 — 2010
MA, International Studies, Chinese
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1997 — 2001
Bachelor's degree, Economics
Chaminade College Preparatory 1993 — 1997
Pioneer Green Energy, LLC December 2014 - Present
Pioneer Green Energy, LLC February 2014 - December 2014
JPMorgan Chase May 2014 - August 2014
Thrive Partners September 2013 - December 2013
Oak Investment Partners February 2010 - June 2013
Environmental Investment Organisation August 2011 - May 2013
Oak Investment Partners January 2009 - February 2010
Norwalk Yacht Club June 2004 - September 2007
Skills
Sustainability, Research, Carbon Accounting, Analysis, Competitive Analysis, Renewable Energy, Data Analysis, Financial Modeling, Microsoft Excel, Project Management, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy and Entrepreneurship
Colgate University 2004 — 2008
B.A., Geology
X-IO Technologies 2011 - Present
iPass 2009 - Present
AccentHealth 2008 - Present
Cheddar's Casual Cafe 2008 - Present
TESSCO Technologies January 2007 - Present
Oak Investment Partners January 2003 - Present
Education
Harvard Business School
MBA
Xavier University
BSBA Finance
St. Ignatius HS, Cleveland, OH
Treehouse Capital LLC January 2000 - Present
Oak Investment Partners June 2011 - Present
Major League Gaming 2012 - Present
Rightside August 2014 - Present
U.S. Auto Parts Inc 2006 - Present
InsideView, Inc 2009 - Present
Razorgator 2007 - Present
Skills
www.treehousecapital.com
Education
Stanford University Law School 1986 — 1989
Doctor of Law (JD), Law
Columbia University in the City of New York 1982 — 1986
BA
Equity Information Corporation May 1979 - Present
Oak Investment Partners April 1982 - September 2012
Reeves Communications, a $200 million publicly held company June 1976 - May 1979
Louis Harris & Associates, Inc. May 1974 - April 1976
MediaNetworks February 1970 - May 1974
Beck Industries September 1968 - February 1970
Deloitte & Touche February 1962 - May 1968
Skills
Forecasting, Strategic Planning, Change Management, Mergers, Management Consulting, Financial Analysis, Due Diligence, Financial Modeling, Valuation, Venture Capital, Restructuring, Business Strategy, Financial Reporting, Business Planning, Budgeting
Education
Brooklyn College 1957 — 1962
B.S., Accounting
Microsoft December 2013 - Present
Microsoft June 2012 - December 2013
Infotrieve July 2011 - September 2011
Oak Investment Partners May 2011 - August 2011
Hewlett-Packard 2007 - 2008
Skills
Financial Analysis, Business Strategy, Product Management, Financial Modeling, Marketing, Management Consulting, Strategy, Management, Product Marketing
Education
Massachusetts Institute of Technology 2010 — 2012
MBA
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Master of Business Administration (MBA), Marketing/Marketing Management, General
Oak Investment Partners June 2011 - August 2011
Opportunity International September 2009 - May 2010
Merrill Lynch November 2007 - September 2009
King Street Capital Management June 2007 - August 2007
UBS June 2005 - August 2005
Piper Jaffray June 2004 - August 2004
Skills
Economics, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Private Equity, Bloomberg, Equities, Emerging Markets, Venture Capital, Due Diligence, Management, Business Development, Strategic Planning, Strategy
Education
GEORGETOWN UNIVERSITY, McDonough School of Business 2010 — 2012
MBA
Boston College 2003 — 2007
BA, Economics
The Lawrenceville School 2001 — 2003
High School
Breck School 1995 — 2000
High School
MJP Wealth Advisors (MJP Associates) August 2011 - Present
Xerox Corporation May 2010 - July 2011
Xerox Corporation January 2009 - July 2011
Xerox Corporation March 2007 - May 2010
Xerox Corporation February 2005 - March 2007
Xerox Corporation July 2003 - February 2005
Oak Investment Partners June 2002 - July 2003
Arthur Andersen LLP May 1997 - June 2002
Skills
Strategic Financial..., Strategy, Financial Services, Financial Analysis, Investments, Portfolio Management, Management, Start-ups, Auditing, Corporate Finance, Cross-functional Team..., Wealth Management, Managerial Finance, Accounting, Internal Controls, Banking, CRM, Analysis, Financial Planning, Performance Management, People Development, Financial Management, Change Management, Asset Management, Succession Planning, Capital Markets, Insurance, Financial Advisory, Valuation, Change Leadership, Strategy Development, Development Of People, Client Relationship..., Client Services, Life Insurance, Disability Insurance, Long Term Care Insurance, Key Person Insurance, Variable Annuities, Fixed Annuities, Estate Planning, Legacy Planning, Business Succession..., Owner-managed businesses, Executive Management, 401k, Equities, Investment Strategies, Retirement Planning, Fixed Income
Education
Bucknell University 1994 — 1998
BSBA, Accounting, Minor in Economics
John Jay High School 1990 — 1994
N.Y. State Regents High School Diploma
Oak Investment Partners October 2011 - Present
Oak Investment Partners October 2011 - Present
The Kraft Group July 2008 - September 2011
Skills
Event Planning, Office Management, Outlook, Social Media Marketing, Website Development, Executive..., Flexible Schedule, Investor Relations, Microsoft Office, Social Networking, Facebook, Salesforce.com
Education
Nichols College 2003 — 2007
Bachelors, Business Communication
Nichols College 2003 — 2007
Bachelor of Applied Science (BASc), Business/Corporate Communications
Oak Investment Partners February 2007 - Present
TSG Capital Group 1994 - 2005
Skills
Office Management, Venture Capital, Private Equity, Administrative..., Start-ups, Calendaring, Website Development, Corporate Development, Entrepreneurship, Restructuring, Concur, Administrative..., Hedge Funds, Investments, Mergers, Strategic Partnerships, Management, Business Strategy, Mergers & Acquisitions, Microsoft Excel, Outlook, Strategic Planning
Education
Sacred Heart University
Fort Equity, LTD January 2014 - Present
Access Venture Partners September 2012 - Present
Openwave Mobility February 2013 - January 2014
Openwave Messaging, Inc. February 2013 - January 2014
Ramtron, acquired by Cypress Semiconductor April 2011 - October 2011
RPX Corporation September 2008 - November 2009
The Insitu Group, acquired by Boeing June 2007 - March 2008
Sigma Designs February 2007 - May 2007
Transmeta Corporation September 2004 - May 2006
Oak Investment Partners February 2001 - January 2004
Skills
Start-ups, Mergers, Venture Capital, Due Diligence, Strategy, Corporate Development, Cloud Computing, Finance, Manufacturing, Mergers & Acquisitions, Business Planning, Enterprise Software, Private Equity, Strategic Planning, Business Strategy, Financial Modeling, Managerial Finance, Cross-functional Team..., Leadership, Strategic Partnerships, Management
Education
Colorado State University 1977 — 1982
B.S.
Oak Investment Partners 2015 - Present
Emory Entrepreneurship & Venture Management 2012 - 2015
Oak Investment Partners 2014 - 2014
Emory University Goizueta Business School 2014 - 2014
Emory University Goizueta Business School 2014 - 2014
Campus Bubble LLC 2013 - 2014
inCode, a division of Ericsson 2013 - 2013
Belltower Books 2012 - 2013
Intel Corporation 2012 - 2012
BranchOut 2012 - 2012
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Visual Basic, Corporate Finance, Valuation, Entrepreneurship, Venture Capital, Due Diligence, Private Equity, Management, Leadership, Problem Analysis, Social Media, Social Networking, Marketing, Management Consulting, Accounting, Project Management, Strategy, Microsoft Word, Microsoft Office, PowerPoint, SQL, HTML/CSS, Web Development, WordPress, PHP
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Information Systems & Operation Management
The Lawrenceville School 2008 — 2011
International School of Beijing 2000 — 2008
Google February 2015 - Present
The Boston Consulting Group January 2013 - February 2015
E-commerce start-up September 2012 - November 2012
Oak Investment Partners June 2012 - September 2012
The Boston Consulting Group June 2011 - August 2011
The World Bank May 2010 - July 2010
JP Morgan June 2007 - June 2009
Skills
Quantitative Analytics, Management Consulting, Consumer Insight, Business Strategy, Strategic Data Analysis, Project Management, Organizational..., Investment Banking, Valuation, Financial Analysis, Emerging Markets, E-commerce, Financial Modeling, Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.)
Harvard University Kennedy School of Government 2009 — 2012
Master's Degree, Master of Public Administration in International Development
Wellesley College 2003 — 2007
Bachelor's Degree, Economics, Mathematics, Magna Cum Laude, Phi Beta Kappa
Red Cross Nordic United World College 2001 — 2003
International Baccalaureate
Oak Investment Partners June 2014 - Present
Candy Vending September 2008 - Present
PROMises Program October 2008 - April 2012
Sacred Heart Church September 2010 - May 2011
Skills
Excel, Microsoft Word, PowerPoint, Financial Analysis, Accounting, Social Media
Education
Bentley University 2012 — 2016
North Bridge Venture Partners May 2007 - Present
Austin Ventures January 2001 - Present
Oak Investment Partners December 1997 - Present
McKinsey & Company June 1993 - Present
Goldman Sachs June 1987 - Present
IBM, Coopers and Lybrand, Baybank, Computerland January 1983 - Present
CoolPlanet Energy Systems September 2009 - Present
Revolution Analytics January 2008 - Present
Black Sand Technologies January 2007 - Present
Macheen Inc January 2011 - Present
Education
University of Chicago 1990 — 1996
ABD Ph.D., MBA, Industrial Organization
Massachusetts Institute of Technology 1988 — 1990
S.M., Operations Research
Massachusetts Institute of Technology 1984 — 1988
S.B., Computer Science
Massachusetts Institute of Technology 1984 — 1988
S.B., Economics
Abilis July 2012 - Present
Abilis October 2011 - July 2012
Oak Investment Partners February 2011 - June 2011
The McIntyre Group October 2010 - December 2010
The Senior Network June 2010 - October 2010
Vineyard Vines September 2009 - February 2010
Westport Resources Investment Services December 2002 - February 2009
Saxe Middle School October 2000 - December 2002
Mercedes Benz Credit Corp. 1985 - June 2000
Skills
Accounting, Financial Reporting, Account Reconciliation, Accounts Payable, QuickBooks, Financial Analysis, Accounts Receivable, Microsoft Excel, Bank Reconciliation, Journal Entries, General Ledger, Finance, Creativity Skills, Social Media, Retail Buying, Product Development, Web Content, Financial Statements, Invoicing, Payroll
Education
Norwalk Community College 1990 — 1993
Associates, Business
Shutterfly Inc. October 2014 - Present
Decision Fuel July 2012 - February 2014
MyLuxBox December 2011 - May 2012
Groupon March 2011 - September 2011
SmithStreetSolutions January 2011 - June 2011
Oak Investment Partners June 2009 - August 2009
Archstone Consulting March 2006 - March 2008
Silver Oak Solutions October 2003 - February 2006
Skills
Strategy, Start-ups, Management Consulting, Strategic Planning, E-commerce, Marketing, Entrepreneurship, Project Management, Contract Negotiation, Process Improvement, Management, Data Analysis, Strategic Sourcing, Business Development, Product Development, Market Research, B2B, Consumer Products, Social Media, SaaS
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2008 — 2010
Master's Degree
University of California, Berkeley, Haas School of Business
Bachelor's Degree
University of California, Berkeley
Bachelor's Degree
Talis Park August 2015 - Present
Capital Wealth Advisors, Inc. April 2015 - May 2015
London Bay Homes April 2014 - September 2014
Oak Investment Partners December 1998 - August 2013
NMB Bank Ltd. January 1987 - March 1989
JPMorgan Chase June 1982 - September 1986
Skills
Venture Capital, Office Management, Investments, Event Planning, Management, Administrative..., Executive Management, Mergers & Acquisitions, Outlook, Financial Reporting, Project Management, Financial Services, Start-ups, Administrative..., IT Management, Telecom Expense..., Liasoning, Budgets, Sales, Leadership, Microsoft Office, Contract Negotiation, Customer Service, Marketing, Team Building
Education
Arizona State University 1977 — 1981
Bachelor of Science (BS), Business Administation
Mimosa Networks 2012 - Present
Phononic 2009 - Present
Oak Investment Partners October 2006 - April 2015
Aurora Algae, Inc. 2007 - March 2015
NanoH2O, Inc. 2008 - 2014
2Wire 1998 - 2006
Polycom December 1990 - July 1998
PictureTel August 1984 - December 1990
Skills
Start-ups, Venture Capital, Mergers, Strategic Partnerships, Product Management, Business Strategy, Entrepreneurship, Cloud Computing, Product Marketing, Business Development, SaaS, Go-to-market Strategy
Education
Massachusetts Institute of Technology 1982 — 1984
SMEE, Digital Signal Processing
University of Maryland College Park 1979 — 1982
BSEE, Electrical and Electronics Engineering
Oak Management Corporation May 2012 - Present
Oak Investment Partners July 2003 - May 2012
Goldman Sachs & Co August 2000 - June 2003
ERNST AND YOUNG LLP October 1997 - July 2000
Skills
Financial Reporting, Financial Analysis, Accounting, Venture Capital, Private Equity, CPA, Management Corp..., Finance, Corporate Finance, Valuation, Due Diligence
Education
State University of New York at Albany 1993 — 1997
Bachelor of Science, Accounting
Port Chester High School 1989 — 1993
Graduated with Honors
Oak HC/FT June 2014 - Present
Oak Investment Partners 2002 - Present
Feedzai May 2015 - Present
FastPay November 2014 - Present
Acculynk November 2014 - Present
FreshBooks July 2014 - Present
DueDil April 2013 - Present
Kuaipay November 2006 - Present
Vesta Corporation December 2013 - December 2014
Acculynk August 2008 - November 2014
Skills
Private Equity, Corporate Development, Mergers & Acquisitions, Angel Investing, Due Diligence, Entrepreneurship, Strategic Partnerships, Financial Modeling, Strategy, Business Strategy, Investments, SaaS, Equities, Venture Capital, Valuation
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Oak Investment Partners October 2007 - Present
Wilson Sonsini Goodrich & Rosati September 1998 - October 2007
U.S. House of Representatives 1992 - 1997
Education
Georgetown University Law Center 1994 — 1998
JD
Washington and Lee University 1988 — 1992
B.A.
Janian Investment Advisers, LLC March 2012 - Present
The Millburn Corp. July 2001 - March 2012
Glenwood Capital 1996 - 2001
Donaldson Capital 1996 - 1996
Oak Investment Partners 1995 - 1995
Skills
Investments, Securities, Managed Futures, Alternative Investments, Equities, Asset Management, Financial Analysis, Portfolio Management, Derivatives, Hedge Funds, Due Diligence, Asset Allocation, Excel, Global Macro, Investment Strategies, Venture Capital, Private Equity, Investment Management, Financial Advisory, Financial Modeling, Fixed Income, Valuation, Trading Strategies, Financial Markets, Fund Of Funds, Bloomberg, Mutual Funds, Trading, Microsoft Excel, Equity Research, Commodity, Options, Currency, Series 7, Emerging Markets, Investment Banking, FX Options, Investor Relations, Bonds, Equity Valuation, Structured Products, Capital Markets, Trading Systems, Proprietary Trading
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance & Accounting
Carleton College 1987 — 1991
BA, Economics
Pittsford Sutherland HS
Dassault Systemes January 2012 - Present
Enginuity PLM July 2008 - December 2011
Neopost March 2005 - June 2008
Gunther International 2003 - 2005
Buck Consultants April 2000 - January 2003
PriceWaterhouseCoopers 1992 - 2001
Photronics July 1998 - June 2000
Oak Investment Partners September 1994 - June 2000
Bridgeport Hospital September 1995 - August 1997
Skills
Object Oriented Design, Software Project..., Agile Methodologies, Software Development, XML, Software Engineering, SQL, Software Design, Programming, Microsoft SQL Server, C#, .NET, Visual Studio, Java
Education
New York University 1984 — 1986
MS, Computer Science
Columbia University in the City of New York 1980 — 1984
BA, Computer Science
St Joseph High School, Trumbull 1976 — 1980
Oak Investment Partners November 2012 - Present
Wilton Re March 2005 - November 2012
Wilton Re March 2005 - September 2010
ICON Capital Corp. 1993 - 1995
Citigroup 1991 - 1993
The CIT Group 1987 - 1991
Skills
Reinsurance, Insurance, Risk Management, Strategic Planning, Analysis, Life Insurance, Microsoft Excel, PowerPoint, Project Management, Microsoft Office, Microsoft Word, Fixed Annuities
Education
New York University 2008 — 2009
Certificate, Executive and Organizational Coaching
University of California, Santa Barbara 1983 — 1987
BS, Political Science
First Reserve Corporation, Energy Investors Since 1983 June 2013 - Present
Diamondback Capital Management, LLC 2005 - May 2013
Purdue Pharma LP 2000 - 2005
Fordyce and Gabrielson, LLC 1997 - 2000
Oak Investment Partners 1994 - 1997
TransCapital Corporation 1986 - 1994
Skills
Employee Relations, Onboarding, Human Resources, Hedge Funds, Employee Benefits, Management, FMLA, Benefits Administration, Succession Planning, Payroll, Deferred Compensation, Recruiting, Talent Acquisition, 401k, Employee Handbooks, Asset Management, Strategic Planning, Personnel Management, Equities, Disaster Recovery, Asset Managment, Project Management, Compensation & Benefit, ERISA, 401K Administration, HRIS, Talent Management, Workforce Planning, HR Policies, Strategy, Performance Management, Multi-state Payroll..., Portfolio Management, Investment Management, Applicant Tracking..., Company Administration, Employee Engagement, Policy, Alternative Investments, Start-ups, International..., Global Management, Leadership, Employment Policies, Private Equity, Registered Investment..., Diversity & Inclusion, Employment Law..., UK Employment Law, Global Human Resources...
Education
Peirce College
Associate of Arts and Sciences (A.A.S.), General Studies, Concentration in Human Resource Management
University of Bridgeport
Undergraduate Coursework
TCV January 2006 - Present
Morgenthaler April 2002 - January 2006
Oak Investment Partners July 1994 - April 2001
Skills
Venture Capital, Administrative..., Office Management, Start-ups, Private Equity, Executive..., Event Management, Outlook, Customer Service, Time Management, Leadership, Event Planning, Fundraising, Entrepreneurship, Human Resources, Business Development, Marketing, Mergers & Acquisitions, Administrative...
Education
Menlo College 2003 — 2005
Business Administration and Management, General
Menlo College 2003 — 2004
BS Business Administration, Business
Consultant March 2014 - Present
Aurelius Capital Management July 2010 - July 2013
Pequot Capital July 2007 - December 2009
Oak Investment Partners September 2003 - June 2007
InterSec Research May 2002 - August 2003
Andor Capital Management / Pequot Capital Management March 2001 - February 2002
John W. Henry & Company October 1996 - February 2001
Skills
Investments, Equities, Alternative Investments, Hedge Funds, Bloomberg, Capital Markets, Valuation, Portfolio Management, Fixed Income, Bank Debt, Trade Claims, Trading, FX Options, Private Equity, Asset Management, Finance
Education
Central Connecticut State University
BS, Finance
KPLJ Ventures 2001 - 2008
Camitro Corporation November 1999 - February 2001
IntraBiotics Pharmaceuticals September 1996 - November 1999
Metra Biosystems 1992 - 1996
Oak Investment Partners March 1990 - May 1992
Synergy Computer Graphics February 1989 - March 1990
Dialog Information Technology April 1987 - February 1989
Pacific Scientific Company 1979 - April 1987
Skills
Administrative..., Calendaring, Office Management, Confidentiality, Management, Office Administration, Travel Arrangements, Spreadsheets, Event Planning, Employee Training, Organization &..., Executive Support, Calendars, Office Equipment, Administration
Education
City College of San Francisco
A.A., Business Administration
Noble Group July 2010 - August 2015
RBS Sempra Commodities January 2010 - June 2010
RNK Capital, LLC March 2008 - April 2009
XL Capital May 2003 - February 2008
UBS September 1997 - May 2003
Koch Industries 1994 - 1997
Oak Investment Partners 1991 - 1994
Skills
Finance, Risk Management, Derivatives, Portfolio Management, Financial Modeling
Education
Lehigh University
B.S., Mechanical Engineering
University of Connecticut
M.B.A., Finance
UBS October 2014 - Present
UBS December 2012 - October 2014
UBS Investment Bank June 2011 - December 2012
UBS Investment Bank 2006 - 2011
Purdue Pharma 2000 - 2005
Oak Investment Partners 1999 - 2000
Strike Ten Entertainment 1997 - 1999
Reach Marketing 1990 - 1997
Skills
Marketing, Training, Securities, Management, Financial Risk, SharePoint, Investments, AML, Portfolio Management, Telecommunications, FINRA, Strategic Planning, Leadership, Hedge Funds, Editing, Banking, Capital Markets, Administration, Due Diligence, Fixed Income, Anti Money Laundering
Education
Fairfield University
BA, Business, Communication and Ethics
Oak Investment Partners DirectorEquaTerra2004 - Present
Education
Harvard Business School 1982 — 1985
Master of Business Administration (M.B.A.)
Harvard Law School 1981 — 1985
Juris Doctor (J.D.)
Harvard University 1976 — 1980
Core Informatics July 2015 - Present
Oak HC/FT June 2014 - Present
Limeade October 2014 - Present
Oak Investment Partners 2003 - Present
Maestro Healthcare Technology 2014 - Present
One Medical Group October 2014 - Present
Radisphere 2007 - Present
xG Health Solutions 2013 - Present
PharMEDium Healthcare 2007 - 2014
iHealth Technologies 2006 - 2014
Education
Princeton University 1993 — 1997
Bachelor of Arts (BA), History
Thermo Fisher Scientific (Fortune 300 Life Sciences Company) September 2014 - Present
Galileo Global Securities February 2013 - August 2014
BON May 2012 - August 2012
Oak Investment Partners May 2011 - August 2011
Morgan Stanley Huaxin Securities May 2010 - August 2010
Skills
Research, Microsoft Excel, PowerPoint, Market Research, Financial Analysis, Financial Modeling, Private Placements, Mergers & Acquisitions, Emerging Markets, Valuation, Mandarin, Strategic Planning, Strategic Financial..., DCF Valuation, Due Diligence, Venture Capital, Strategy
Education
Boston University 2010 — 2012
master, Financial Economics
China Propsper Investment and Management Co., LTD. July 2013 - Present
THE WHARTON SCHOOL August 2011 - Present
OAK INVESTMENT PARTNERS May 2012 - August 2012
IBM CORPORATION, Greater China Group August 2006 - May 2010
IBM CORPORATION January 2005 - August 2006
TAIWAN TELECOMMUNICATION NETWORK SERVICES CORP January 2004 - January 2005
Maxense software company August 2003 - January 2004
China Engineering Consulting Inc. June 2002 - June 2003
Skills
Financial Modeling, Cross-functional Team..., Valuation, Emerging Markets, Analytics, Strategy, Business Development, Venture Capital, Private Equity, Cloud Computing, Management Consulting, Business Strategy, Corporate Finance, Entrepreneurship, Enterprise Software, Mergers & Acquisitions, Corporate Development, Start-ups, Due Diligence, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Oak Investment Partners May 2013 - August 2013
Avenue Capital Group November 2006 - March 2012
Skills
Private Equity, Valuation, Hedge Funds, Financial Modeling, Emerging Markets, Corporate Finance, Venture Capital, Due Diligence, Alternative Investments, Asset Management, Investments, Equity Research, Financial Analysis
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance
Tsinghua University 2000 — 2007
BA and MA