OffRoad Capital
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OffRoad Capital Employees
Employee
Years
Job
Industry
Chely Picazo Chely Picazo's OffRoad Capital Experience January 1999 - January 2000
Job Executive Assistant to CEO at Jawbone
Industry Consumer Electronics
Experience
Sandler O'Neill & Partners, L.P. November 2006 - March 2012
JWM Partners LLC January 2003 - November 2006
OffRoad Capital January 1999 - January 2000
Banc of America Securities LLC January 1998 - January 1999
Banc of America Securities LLC January 1995 - January 1998
Skills
Executive Support, Board Relations, Office Management, Event Planning, Heavy Calendaring, Travel Management, Employee Training, Investments, Banking, Bloomberg, Fluent in Spanish, InterAction CRM, CRM, Microsoft Excel, Microsoft Office, Financial Services, Hedge Funds, Trading, Sales, Start-ups, Customer Service
Education
University of California, Berkeley
B.A, Sociology/Education
Sandler O'Neill & Partners, L.P. November 2006 - March 2012
JWM Partners LLC January 2003 - November 2006
OffRoad Capital January 1999 - January 2000
Banc of America Securities LLC January 1998 - January 1999
Banc of America Securities LLC January 1995 - January 1998
Skills
Executive Support, Board Relations, Office Management, Event Planning, Heavy Calendaring, Travel Management, Employee Training, Investments, Banking, Bloomberg, Fluent in Spanish, InterAction CRM, CRM, Microsoft Excel, Microsoft Office, Financial Services, Hedge Funds, Trading, Sales, Start-ups, Customer Service
Education
University of California, Berkeley
B.A, Sociology/Education
John Papazian John Papazian's OffRoad Capital Experience January 1999 - September 2001
Job
Industry Financial Services
Experience
Vaco San Francisco June 2014 - Present
MobileHandshake January 2011 - Present
JMP Group August 2003 - December 2010
Federal Home Loan Bank of San Francisco February 2002 - August 2003
Offroad Capital January 1999 - September 2001
Robertson Stephens August 1996 - January 1999
Skills
Executive Management, VMware Infrastructure, Internet Infrastructure, Electronic Trading, Application Management, Technical Analysis, Project Portfolio..., Software Project..., Execution Management..., Order Management, Cloud Computing, Private Cloud, Enterprise Architecture, Vendor Management, Application Lifecycle..., E-commerce, Management, Enterprise Software, SDLC, Agile Methodologies, SaaS, Start-ups, Telecommunications, Mergers & Acquisitions, Virtualization, Business Intelligence, CRM, Disaster Recovery, Mobile Applications, Salesforce.com, Databases, Leadership, Infrastructure, Information Technology, IT Strategy, Venture Capital, Data Center, Big Data, Integration, Analysis, Product Management, Software Development, Agile Project Management, Professional Services, Scalability, Mobile Devices, Web Applications, System Architecture, Solution Architecture, SOA
Education
California State University-Fresno 1985 — 1989
Bachelor of Science
Vaco San Francisco June 2014 - Present
MobileHandshake January 2011 - Present
JMP Group August 2003 - December 2010
Federal Home Loan Bank of San Francisco February 2002 - August 2003
Offroad Capital January 1999 - September 2001
Robertson Stephens August 1996 - January 1999
Skills
Executive Management, VMware Infrastructure, Internet Infrastructure, Electronic Trading, Application Management, Technical Analysis, Project Portfolio..., Software Project..., Execution Management..., Order Management, Cloud Computing, Private Cloud, Enterprise Architecture, Vendor Management, Application Lifecycle..., E-commerce, Management, Enterprise Software, SDLC, Agile Methodologies, SaaS, Start-ups, Telecommunications, Mergers & Acquisitions, Virtualization, Business Intelligence, CRM, Disaster Recovery, Mobile Applications, Salesforce.com, Databases, Leadership, Infrastructure, Information Technology, IT Strategy, Venture Capital, Data Center, Big Data, Integration, Analysis, Product Management, Software Development, Agile Project Management, Professional Services, Scalability, Mobile Devices, Web Applications, System Architecture, Solution Architecture, SOA
Education
California State University-Fresno 1985 — 1989
Bachelor of Science
Eric T. Strong, CFP® Eric T. Strong, CFP®'s OffRoad Capital Experience October 1999 - May 2001
Job Lead Advisor at Brighton Jones, LLC.
Industry Financial Services
Experience
Brighton Jones October 2011 - Present
Fidelity Investments August 2003 - October 2011
OffRoad Capital October 1999 - May 2001
Skills
Financial Planners, Retirement Planning, Investments
Education
Hampden-Sydney College 1992 — 1996
B.A., Economics
UC Berkeley 2002 — 2005
Professional Sequence in Personal Financial Planning
Trinity Episcopal School 1988 — 1992
Brighton Jones October 2011 - Present
Fidelity Investments August 2003 - October 2011
OffRoad Capital October 1999 - May 2001
Skills
Financial Planners, Retirement Planning, Investments
Education
Hampden-Sydney College 1992 — 1996
B.A., Economics
UC Berkeley 2002 — 2005
Professional Sequence in Personal Financial Planning
Trinity Episcopal School 1988 — 1992
Gus Laredo Gus Laredo's OffRoad Capital Experience 1998 - 2000
Job Experienced Technology Leader and Entrepreneur
Industry Computer Software
Experience
Trueforce 2009 - Present
Whendu February 2014 - Present
inContact April 2013 - September 2013
Sierra360 February 2012 - March 2013
RII 2008 - 2009
Five9 2001 - 2006
OffRoad Capital 1998 - 2000
TD Waterhouse 1994 - 1998
Education
University of San Francisco
Bachelor of Science (BS)
Trueforce 2009 - Present
Whendu February 2014 - Present
inContact April 2013 - September 2013
Sierra360 February 2012 - March 2013
RII 2008 - 2009
Five9 2001 - 2006
OffRoad Capital 1998 - 2000
TD Waterhouse 1994 - 1998
Education
University of San Francisco
Bachelor of Science (BS)
Becke Broadbent Becke Broadbent's OffRoad Capital Experience 1999 - 2001
Job Marketing Expert & Strategist—with 20 years of experience in startups and Fortune 500 companies.
Industry Marketing and Advertising
Experience
Autodesk August 2011 - Present
Becke B2 Marketing, LLC September 2007 - August 2011
Intuit June 2006 - August 2007
Intuit Inc. 2005 - 2006
Intuit 2002 - 2005
OffRoad Capital 1999 - 2001
Pacific Bell Wireless (AT&T Mobility) 1996 - 1999
Bronner Slosberg Humphrey (Digitas) 1990 - 1996
Skills
Direct Marketing, Data-driven Marketing, Marketing Strategy, Marketing Communications, CRM, Marketing, Start-ups, Customer Acquisition, Advertising, Management, Web Marketing, Financial Services, Software, Partner Management, Segmentation, Market Planning, Sales, Customer Insight, Product Development, Integrated Marketing, Email Marketing, Strategic Partnerships, Strategy, Leadership, Digital Marketing, Web Content Management, web content strategy, Web Analytics, Customer Retention, E-commerce, Consumer Research, Emerging Technologies, Project Management, Customer Engagement, Global Customer..., Partnership Marketing, Mobile Marketing, Search Engine Ranking, Data-driven analytics, Market Awareness, Strategic Alliances, SaaS, Product Marketing, Online Marketing, Lead Generation, Analytics, B2B Marketing, Product Management, Strategic Planning, User Experience
Education
University of Vermont
Bachelor's Degree, Mass Communicatons Major / Photography Minor
Institute for Shipboard Education
Semester at Sea
Harvard Extension School
Autodesk August 2011 - Present
Becke B2 Marketing, LLC September 2007 - August 2011
Intuit June 2006 - August 2007
Intuit Inc. 2005 - 2006
Intuit 2002 - 2005
OffRoad Capital 1999 - 2001
Pacific Bell Wireless (AT&T Mobility) 1996 - 1999
Bronner Slosberg Humphrey (Digitas) 1990 - 1996
Skills
Direct Marketing, Data-driven Marketing, Marketing Strategy, Marketing Communications, CRM, Marketing, Start-ups, Customer Acquisition, Advertising, Management, Web Marketing, Financial Services, Software, Partner Management, Segmentation, Market Planning, Sales, Customer Insight, Product Development, Integrated Marketing, Email Marketing, Strategic Partnerships, Strategy, Leadership, Digital Marketing, Web Content Management, web content strategy, Web Analytics, Customer Retention, E-commerce, Consumer Research, Emerging Technologies, Project Management, Customer Engagement, Global Customer..., Partnership Marketing, Mobile Marketing, Search Engine Ranking, Data-driven analytics, Market Awareness, Strategic Alliances, SaaS, Product Marketing, Online Marketing, Lead Generation, Analytics, B2B Marketing, Product Management, Strategic Planning, User Experience
Education
University of Vermont
Bachelor's Degree, Mass Communicatons Major / Photography Minor
Institute for Shipboard Education
Semester at Sea
Harvard Extension School
Robert Neuhaus Robert Neuhaus's OffRoad Capital Experience 2000 - 2001
Job Partner at Phronesis Group
Industry Management Consulting
Experience
Phronesis Group June 2015 - Present
Acxiom June 2013 - April 2015
The Trust Advantage August 2011 - May 2013
TNS Custom Market Research July 2006 - June 2011
Greenwich Associates 2001 - 2006
OffRoad Capital 2000 - 2001
M&T Bank February 1991 - July 2000
JP Morgan 1983 - 1991
Skills
Executive Management, Market Research, Corporate Finance, Banking, Business Strategy, Change Management, New Business Development, Strategy, Leadership, Financial Services, Competitive Analysis, Marketing Strategy, Business Development, Segmentation, Marketing Research, CRM, Management, Finance, Portfolio Management, Marketing, Analytics, Consulting, Strategic Planning, Strategic Partnerships, Customer Insight, Financial Analysis, Digital Marketing, Due Diligence, Integrated Marketing, Cross-functional Team..., Business Planning, Research, Direct Marketing, Quantitative Research, Product Development, Negotiation, Sales, Analysis, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Duke University 1979 — 1982
Bachelor's degree Magna Cum Laude, Public Policy
Phronesis Group June 2015 - Present
Acxiom June 2013 - April 2015
The Trust Advantage August 2011 - May 2013
TNS Custom Market Research July 2006 - June 2011
Greenwich Associates 2001 - 2006
OffRoad Capital 2000 - 2001
M&T Bank February 1991 - July 2000
JP Morgan 1983 - 1991
Skills
Executive Management, Market Research, Corporate Finance, Banking, Business Strategy, Change Management, New Business Development, Strategy, Leadership, Financial Services, Competitive Analysis, Marketing Strategy, Business Development, Segmentation, Marketing Research, CRM, Management, Finance, Portfolio Management, Marketing, Analytics, Consulting, Strategic Planning, Strategic Partnerships, Customer Insight, Financial Analysis, Digital Marketing, Due Diligence, Integrated Marketing, Cross-functional Team..., Business Planning, Research, Direct Marketing, Quantitative Research, Product Development, Negotiation, Sales, Analysis, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Duke University 1979 — 1982
Bachelor's degree Magna Cum Laude, Public Policy
Grant Cleghorn Grant Cleghorn's OffRoad Capital Experience September 1999 - February 2001
Job Partner at Crosslink Capital
Industry Investment Management
Experience
Crosslink Capital April 2015 - Present
Parnassus Investments May 2008 - November 2014
Wells Fargo Asset Management May 2002 - May 2008
OffRoad Capital September 1999 - February 2001
Skills
Institutional Marketing, Asset Management, Venture Capital, Private Equity, Hedge Funds, Foundations, Endowments, Pension Funds, Taft-Hartley, Family Office, Sovereign Wealth Funds
Education
University of Tennessee-Knoxville 1997 — 1999
Bachelor's Degree, Sociology
University of Colorado Boulder 1994 — 1997
The Lawrenceville School 1990 — 1994
High School
Crosslink Capital April 2015 - Present
Parnassus Investments May 2008 - November 2014
Wells Fargo Asset Management May 2002 - May 2008
OffRoad Capital September 1999 - February 2001
Skills
Institutional Marketing, Asset Management, Venture Capital, Private Equity, Hedge Funds, Foundations, Endowments, Pension Funds, Taft-Hartley, Family Office, Sovereign Wealth Funds
Education
University of Tennessee-Knoxville 1997 — 1999
Bachelor's Degree, Sociology
University of Colorado Boulder 1994 — 1997
The Lawrenceville School 1990 — 1994
High School
Jayne Benjulian Jayne Benjulian's OffRoad Capital Experience March 1999 - January 2001
Job Editor/Principal at Digitalschmigital
Industry Writing and Editing
Experience
Digitalschmigital January 2002 - Present
Digitalschmigital January 2002 - Present
San Francisco State University January 2012 - June 2012
Magic Theatre July 2008 - May 2011
University of San Francisco August 2006 - June 2007
OffRoad Capital March 1999 - January 2001
Skills
Creative Writing, Grant Writing, Proposal Writing, Speech Writing, Copy Editing, Text Editing, Project Management, Account Management, Management Consulting, Creative Direction, Collaborative Leadership, Editing, Public Speaking, Writing, Journalism, Teaching, Poetry, Blogging, Literature, Theatre, Magazines
Education
Warren Wilson Program for Writers
Master of Fine Arts (M.F.A.)
Emory University
Master's Degree, English
Goucher College
Bachelor's Degree, English
Middlebury College
Immersion Program in Russian
Digitalschmigital January 2002 - Present
Digitalschmigital January 2002 - Present
San Francisco State University January 2012 - June 2012
Magic Theatre July 2008 - May 2011
University of San Francisco August 2006 - June 2007
OffRoad Capital March 1999 - January 2001
Skills
Creative Writing, Grant Writing, Proposal Writing, Speech Writing, Copy Editing, Text Editing, Project Management, Account Management, Management Consulting, Creative Direction, Collaborative Leadership, Editing, Public Speaking, Writing, Journalism, Teaching, Poetry, Blogging, Literature, Theatre, Magazines
Education
Warren Wilson Program for Writers
Master of Fine Arts (M.F.A.)
Emory University
Master's Degree, English
Goucher College
Bachelor's Degree, English
Middlebury College
Immersion Program in Russian
William A. Stevens William A. Stevens's OffRoad Capital Experience 1999 - 2001
Job Division Manager, Wine Division at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group October 2004 - Present
SVB Financial Group 2002 - 2004
OffRoad Capital 1999 - 2001
Comerica Bank 1992 - 1999
Skills
Strategic Planning, Corporate Finance, Building Strong Teams
Education
University of California, Davis 1974 — 1978
BA, Economics
St. Ignatius College Prep 1971 — 1974
SVB Financial Group October 2004 - Present
SVB Financial Group 2002 - 2004
OffRoad Capital 1999 - 2001
Comerica Bank 1992 - 1999
Skills
Strategic Planning, Corporate Finance, Building Strong Teams
Education
University of California, Davis 1974 — 1978
BA, Economics
St. Ignatius College Prep 1971 — 1974
James Kitzmiller James Kitzmiller's OffRoad Capital Experience June 1999 - May 2001
Job Vice President, Regional Services Manager at Bank of Albuquerque
Industry Banking
Experience
Bank of Albuquerque August 2012 - Present
US Bank November 2004 - August 2011
Santa Fe Gourmet Foods March 2002 - August 2004
OffRoad Capital June 1999 - May 2001
Bank of America May 1987 - April 1999
Skills
Operational Analysis, Web Site Production, Document Management, Banking, Editing, Adobe Acrobat, Analytics, Business Process, Commercial Banking, Credit, Customer Service, Internal Audit, Leadership, Loans, Management, Marketing, Mortgage Lending, Networking, Portfolio Management, Process Improvement, Risk Management, Software Documentation, Strategic Planning, Team Building, Team Leadership, Training
Education
The University of New Mexico 2011 — 2013
Bachelor of University Studies, Politics, American Studies, 4.0
Central New Mexico Community College
Associate of Arts Degree, Liberal Arts
Bank of Albuquerque August 2012 - Present
US Bank November 2004 - August 2011
Santa Fe Gourmet Foods March 2002 - August 2004
OffRoad Capital June 1999 - May 2001
Bank of America May 1987 - April 1999
Skills
Operational Analysis, Web Site Production, Document Management, Banking, Editing, Adobe Acrobat, Analytics, Business Process, Commercial Banking, Credit, Customer Service, Internal Audit, Leadership, Loans, Management, Marketing, Mortgage Lending, Networking, Portfolio Management, Process Improvement, Risk Management, Software Documentation, Strategic Planning, Team Building, Team Leadership, Training
Education
The University of New Mexico 2011 — 2013
Bachelor of University Studies, Politics, American Studies, 4.0
Central New Mexico Community College
Associate of Arts Degree, Liberal Arts
Gregory River Gregory River's OffRoad Capital Experience 2000 - 2002
Job Principal at PALADIN CONSULTING COMPANY
Industry Investment Management
Experience
PALADIN CONSULTING COMPANY, LLC May 2012 - Present
SOTC January 2011 - Present
Victory Capital Management February 2006 - May 2011
Callan Associates December 2003 - February 2006
PayPal 1998 - 2006
OffRoad Capital 2000 - 2002
Paladin Consulting Group 1992 - 2000
SEI Investments 1985 - 1991
IBM 1980 - 1984
Skills
Asset Managment, Investment Management, Investments, Equities, Fixed Income, Mutual Funds, Strategy, Equity Research, Risk Management, Trading, Business Strategy, Strategic Planning, Alternative Investments, Emerging Markets, Private Equity, Financial Modeling, Asset Management, Hedge Funds, Series 7, Series 63, Financial Services, Portfolio Management, Executive Management, Financial Advisory, Leadership, Banking, Analysis, Mergers & Acquisitions, Equity Valuation, Due Diligence, Venture Capital, Valuation
Education
University of Chicago
AB, Liberal Arts and Sciences, General Studies and Humanities
University of Southern California
Cinematography and Film/Video Production
PALADIN CONSULTING COMPANY, LLC May 2012 - Present
SOTC January 2011 - Present
Victory Capital Management February 2006 - May 2011
Callan Associates December 2003 - February 2006
PayPal 1998 - 2006
OffRoad Capital 2000 - 2002
Paladin Consulting Group 1992 - 2000
SEI Investments 1985 - 1991
IBM 1980 - 1984
Skills
Asset Managment, Investment Management, Investments, Equities, Fixed Income, Mutual Funds, Strategy, Equity Research, Risk Management, Trading, Business Strategy, Strategic Planning, Alternative Investments, Emerging Markets, Private Equity, Financial Modeling, Asset Management, Hedge Funds, Series 7, Series 63, Financial Services, Portfolio Management, Executive Management, Financial Advisory, Leadership, Banking, Analysis, Mergers & Acquisitions, Equity Valuation, Due Diligence, Venture Capital, Valuation
Education
University of Chicago
AB, Liberal Arts and Sciences, General Studies and Humanities
University of Southern California
Cinematography and Film/Video Production
Elliott Blanchard Elliott Blanchard's OffRoad Capital Experience January 2000 - May 2001
Job Corporate Counsel, Retail
Industry Law Practice
Experience
Amazon.com August 2011 - June 2014
Debevoise & Plimpton 2005 - July 2011
Chambers of Hon. Naomi Buchwald, U.S.D.J. September 2004 - September 2005
OffRoad Capital January 2000 - May 2001
H&Q Venture Associates March 1999 - December 1999
Skills
Venture Capital, Corporate Governance, Mergers, Corporate Law, Due Diligence, Mergers & Acquisitions, Joint Ventures, Private Equity, Intellectual Property
Education
New York University School of Law 2001 — 2004
JD
Yale University 1994 — 1998
BA, History; Studies in the Environment
Phillips Academy 1991 — 1994
St. B's
St. B's
Amazon.com August 2011 - June 2014
Debevoise & Plimpton 2005 - July 2011
Chambers of Hon. Naomi Buchwald, U.S.D.J. September 2004 - September 2005
OffRoad Capital January 2000 - May 2001
H&Q Venture Associates March 1999 - December 1999
Skills
Venture Capital, Corporate Governance, Mergers, Corporate Law, Due Diligence, Mergers & Acquisitions, Joint Ventures, Private Equity, Intellectual Property
Education
New York University School of Law 2001 — 2004
JD
Yale University 1994 — 1998
BA, History; Studies in the Environment
Phillips Academy 1991 — 1994
St. B's
St. B's
Kristin Barker Kristin Barker's OffRoad Capital Experience May 1998 - April 2001
Job CoFounder and Director at One Earth Sangha
Industry Nonprofit Organization Management
Experience
One Earth Sangha August 2011 - Present
The Pew Charitable Trusts January 2011 - March 2015
PlanetWare.Net August 2008 - January 2011
The Nature Conservancy October 2007 - July 2008
NatureServe January 2007 - September 2007
NatureServe October 2001 - December 2006
OffRoad Capital May 1998 - April 2001
Intuit 1992 - 1999
Hewlett Packard February 1987 - September 1992
Education
Duke University 2005 — 2008
Masters
University of Texas, Austin 1982 — 1986
Bachelor's
One Earth Sangha August 2011 - Present
The Pew Charitable Trusts January 2011 - March 2015
PlanetWare.Net August 2008 - January 2011
The Nature Conservancy October 2007 - July 2008
NatureServe January 2007 - September 2007
NatureServe October 2001 - December 2006
OffRoad Capital May 1998 - April 2001
Intuit 1992 - 1999
Hewlett Packard February 1987 - September 1992
Education
Duke University 2005 — 2008
Masters
University of Texas, Austin 1982 — 1986
Bachelor's
Christopher Lucas, RPLU Christopher Lucas, RPLU's OffRoad Capital Experience 1999 - 2000
Job Underwriting Specialist at CNA
Industry Insurance
Experience
CNA Insurance February 2015 - Present
Dealey, Renton & Associates April 2006 - December 2014
Woodruff-Sawyer & Co 2005 - 2005
Marsh 2003 - 2005
Morgan Stanley 2001 - 2002
OffRoad Capital 1999 - 2000
TD Ameritrade 1995 - 1999
Skills
Underwriting, Liability, Insurance, Fiduciary, Project Management
Education
Humboldt State University
B.S., Business Finance
CNA Insurance February 2015 - Present
Dealey, Renton & Associates April 2006 - December 2014
Woodruff-Sawyer & Co 2005 - 2005
Marsh 2003 - 2005
Morgan Stanley 2001 - 2002
OffRoad Capital 1999 - 2000
TD Ameritrade 1995 - 1999
Skills
Underwriting, Liability, Insurance, Fiduciary, Project Management
Education
Humboldt State University
B.S., Business Finance
Nancy Reavis Nancy Reavis's OffRoad Capital Experience 1999 - 2001
Job Sr. Contracts Specialist at Genentech
Industry Legal Services
Experience
Genentech March 2006 - February 2013
Law Offices of Nancy J. Reavis August 2001 - March 2006
OffRoad Capital 1999 - 2001
ALZA Corporation 1988 - 1994
Heller Ehrman 1984 - 1986
Skills
Contract Negotiation, Biopharmaceuticals, Legal Advice, Legal Compliance, Business Process, Contract Law, Legal, Business Process..., Commercial Contracts, Operational Risk..., Problem Solving, Change Management, Project Management, Vendor Contracts, Pharmaceutical Industry, Pharmaceutical Marketing, Product Launch, Contract Management, Lifesciences, Oncology, Analysis, Start-ups, Design Thinking
Education
Golden Gate University 1995 — 1998
JD, LAW
University of California, Berkeley 1980 — 1983
BA, Political Science
Genentech March 2006 - February 2013
Law Offices of Nancy J. Reavis August 2001 - March 2006
OffRoad Capital 1999 - 2001
ALZA Corporation 1988 - 1994
Heller Ehrman 1984 - 1986
Skills
Contract Negotiation, Biopharmaceuticals, Legal Advice, Legal Compliance, Business Process, Contract Law, Legal, Business Process..., Commercial Contracts, Operational Risk..., Problem Solving, Change Management, Project Management, Vendor Contracts, Pharmaceutical Industry, Pharmaceutical Marketing, Product Launch, Contract Management, Lifesciences, Oncology, Analysis, Start-ups, Design Thinking
Education
Golden Gate University 1995 — 1998
JD, LAW
University of California, Berkeley 1980 — 1983
BA, Political Science
James Maher James Maher's OffRoad Capital Experience 1999 - 2001
Job LOYAL3
Industry Investment Management
Experience
LOYAL3 June 2013 - Present
Shang101, Inc. June 2011 - Present
Palo Alto Investors November 2010 - May 2011
ThinkEquity LLC November 2005 - November 2010
Wells Fargo 2002 - 2004
OffRoad Capital 1999 - 2001
Merrill Lynch September 1986 - July 1990
Skills
Research, Investments, Equities, Equity Research, Industry Analysis, Financial Modeling, Hedge Funds, Asset Management, Financial Analysis, Valuation, Analysis, Capital Markets, Competitive Analysis, Corporate Development, Due Diligence, Finance, Investment Banking, Management, Portfolio Management, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA, Business
Seton Hall University 1980 — 1985
BS, Computer Science
LOYAL3 June 2013 - Present
Shang101, Inc. June 2011 - Present
Palo Alto Investors November 2010 - May 2011
ThinkEquity LLC November 2005 - November 2010
Wells Fargo 2002 - 2004
OffRoad Capital 1999 - 2001
Merrill Lynch September 1986 - July 1990
Skills
Research, Investments, Equities, Equity Research, Industry Analysis, Financial Modeling, Hedge Funds, Asset Management, Financial Analysis, Valuation, Analysis, Capital Markets, Competitive Analysis, Corporate Development, Due Diligence, Finance, Investment Banking, Management, Portfolio Management, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA, Business
Seton Hall University 1980 — 1985
BS, Computer Science
Paul McClung Paul McClung's OffRoad Capital Experience 2000 - 2001
Job Vice President, Product Control & Supervision at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management April 2014 - Present
New York Life Insurance Company January 2009 - April 2014
New York Life 2007 - January 2009
M Financial Group 2004 - 2007
Allmerica Financial 2001 - 2004
OffRoad Capital 2000 - 2001
First Security Van Kasper 1999 - 2000
Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning
Education
University of California, Santa Cruz 1991 — 1995
Bachelor of Science (BS), Cultural Anthropology
Barclays Wealth and Investment Management April 2014 - Present
New York Life Insurance Company January 2009 - April 2014
New York Life 2007 - January 2009
M Financial Group 2004 - 2007
Allmerica Financial 2001 - 2004
OffRoad Capital 2000 - 2001
First Security Van Kasper 1999 - 2000
Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning
Education
University of California, Santa Cruz 1991 — 1995
Bachelor of Science (BS), Cultural Anthropology
Alona Cochran Alona Cochran's OffRoad Capital Experience 1999 - 2000
Job Office Manager at Dolby Family Ventures
Industry Venture Capital & Private Equity
Experience
Dolby Family Ventures April 2014 - Present
Levensohn Venture Partners April 2006 - Present
The Presidio Group LLC January 2011 - July 2011
JP Morgan 1998 - 2006
Pacific Crest Securities and ThinkEquity 2001 - 2005
OffRoad Capital 1999 - 2000
Hyatt Hotels & Resorts 1990 - 1995
Skills
Hospitality, Customer Service, Event Management, Administrative..., Business Development, Microsoft Excel, Event Planning, Management, Social Networking, Microsoft Office, Public Relations, Business Strategy, Marketing, Time Management, Hotels, Microsoft Word, PowerPoint, Outlook, Hospitality Industry, Research, Recruiting, Social Media, Tourism, Employee Relations, Human Resources, Leadership, Budgets, Meeting Planning, Food & Beverage, Private Equity, Administrative...
Education
University of San Francisco 1986 — 1989
Bachelor's of Science, Business Management
Kodiak High School 1983 — 1986
Dolby Family Ventures April 2014 - Present
Levensohn Venture Partners April 2006 - Present
The Presidio Group LLC January 2011 - July 2011
JP Morgan 1998 - 2006
Pacific Crest Securities and ThinkEquity 2001 - 2005
OffRoad Capital 1999 - 2000
Hyatt Hotels & Resorts 1990 - 1995
Skills
Hospitality, Customer Service, Event Management, Administrative..., Business Development, Microsoft Excel, Event Planning, Management, Social Networking, Microsoft Office, Public Relations, Business Strategy, Marketing, Time Management, Hotels, Microsoft Word, PowerPoint, Outlook, Hospitality Industry, Research, Recruiting, Social Media, Tourism, Employee Relations, Human Resources, Leadership, Budgets, Meeting Planning, Food & Beverage, Private Equity, Administrative...
Education
University of San Francisco 1986 — 1989
Bachelor's of Science, Business Management
Kodiak High School 1983 — 1986
Don Murray Don Murray's OffRoad Capital Experience 1999 - 2001
Job CFO/COO Strategy, Finance & Operations
Industry Management Consulting
Experience
Corporate Performance Consulting, LLC 2008 - Present
Green Automotive Company 2014 - 2015
Global Clean Energy Holdings 2012 - 2013
Stored Value Exchange Inc 2011 - 2012
Truli Media Group, Inc 2011 - 2012
Global Hunter Securities 2006 - 2008
LifeBase Advisors 2003 - 2006
OffRoad Capital 1999 - 2001
National Investment Fund 1996 - 1999
Wood & Company 1995 - 1996
Skills
Strategy, Strategic Planning, Strategic Partnerships, Mergers & Acquisitions, Corporate Development, Due Diligence, Start-ups, Entrepreneurship, Financial Modeling, Venture Capital, Private Equity, Valuation, Business Development, New Business Development, Corporate Finance, Business Planning, Finance, Analysis, Financial Analysis
Education
The Ohio State University
MBA, Finance
University of Maryland College Park
BA, Business Management and German
Corporate Performance Consulting, LLC 2008 - Present
Green Automotive Company 2014 - 2015
Global Clean Energy Holdings 2012 - 2013
Stored Value Exchange Inc 2011 - 2012
Truli Media Group, Inc 2011 - 2012
Global Hunter Securities 2006 - 2008
LifeBase Advisors 2003 - 2006
OffRoad Capital 1999 - 2001
National Investment Fund 1996 - 1999
Wood & Company 1995 - 1996
Skills
Strategy, Strategic Planning, Strategic Partnerships, Mergers & Acquisitions, Corporate Development, Due Diligence, Start-ups, Entrepreneurship, Financial Modeling, Venture Capital, Private Equity, Valuation, Business Development, New Business Development, Corporate Finance, Business Planning, Finance, Analysis, Financial Analysis
Education
The Ohio State University
MBA, Finance
University of Maryland College Park
BA, Business Management and German
Jon Myers Jon Myers's OffRoad Capital Experience 1999 - 2000
Job Co Founder at NovaMetallix
Industry Venture Capital & Private Equity
Experience
NovaMetallix March 2015 - Present
Graphene Technologies January 2010 - March 2015
SEQEnergy 2007 - 2009
MedeAnalytics Inc 1996 - 2008
Neural ID April 2004 - January 2007
Solid Gas Technologies 2006 - 2007
OffRoad Capital 1999 - 2000
Goldman Sachs, Drexel Burnham, CSFB September 1980 - January 1996
Skills
Scientific and..., Translation from..., Closed-Loops Systems, Natural Resource..., Engineering, Start-ups, New Business Development, Business Strategy, Cleantech, Translation
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Marketing, Finance
Williams College 1971 — 1975
BA, Economics
NovaMetallix March 2015 - Present
Graphene Technologies January 2010 - March 2015
SEQEnergy 2007 - 2009
MedeAnalytics Inc 1996 - 2008
Neural ID April 2004 - January 2007
Solid Gas Technologies 2006 - 2007
OffRoad Capital 1999 - 2000
Goldman Sachs, Drexel Burnham, CSFB September 1980 - January 1996
Skills
Scientific and..., Translation from..., Closed-Loops Systems, Natural Resource..., Engineering, Start-ups, New Business Development, Business Strategy, Cleantech, Translation
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Marketing, Finance
Williams College 1971 — 1975
BA, Economics
Diana Gaffney's OffRoad Capital Experience September 2000 - February 2001
Job IT Operations, Customer Service and Support, Quality Assurance and Project Management
Industry Information Technology and Services
Experience
The Cosmopolitan of Las Vegas November 2012 - April 2014
Kimpton Hotels January 2003 - December 2012
Instituto Laboral de la Raza July 2001 - November 2002
American Red Cross September 2001 - May 2002
The Vanilla Company March 2001 - April 2002
OffRoad Capital September 2000 - February 2001
wickedweb.co.uk July 1999 - August 2000
Elsevier Science Ltd., (formerly Current Science Ltd.) November 1997 - July 1999
Current Science Group Ltd July 1994 - November 1997
Macmillan New Media February 1992 - May 1994
Skills
Project Management, Management, Leadership, Cross-functional Team..., Software Documentation, Integration, Databases, Hospitality, Marketing, Change Management, Training, ITIL, Hospitality Management, Enterprise Software, HTML, Web Design, Account Management, Editing, Nonprofits, System Administration, Disaster Recovery, Budgets, Customer Service, Spanish, Problem Solving, Collaborative Problem..., User Acceptance Testing, End User Training, Team Building
Education
Tufts University 1987 — 1991
BA, International Relations, Spanish Literature
The Cosmopolitan of Las Vegas November 2012 - April 2014
Kimpton Hotels January 2003 - December 2012
Instituto Laboral de la Raza July 2001 - November 2002
American Red Cross September 2001 - May 2002
The Vanilla Company March 2001 - April 2002
OffRoad Capital September 2000 - February 2001
wickedweb.co.uk July 1999 - August 2000
Elsevier Science Ltd., (formerly Current Science Ltd.) November 1997 - July 1999
Current Science Group Ltd July 1994 - November 1997
Macmillan New Media February 1992 - May 1994
Skills
Project Management, Management, Leadership, Cross-functional Team..., Software Documentation, Integration, Databases, Hospitality, Marketing, Change Management, Training, ITIL, Hospitality Management, Enterprise Software, HTML, Web Design, Account Management, Editing, Nonprofits, System Administration, Disaster Recovery, Budgets, Customer Service, Spanish, Problem Solving, Collaborative Problem..., User Acceptance Testing, End User Training, Team Building
Education
Tufts University 1987 — 1991
BA, International Relations, Spanish Literature
Ethan Penner's OffRoad Capital Experience 1999 - 2001
Job Managing Partner at Mosaic Real Estate Investors
Industry Investment Management
Experience
Mosaic Real Estate Investors April 2015 - Present
USC Marshall School of Business August 2014 - Present
Fitwall Ventures January 2013 - Present
CB Richard Ellis Investors March 2008 - March 2012
Offroad Capital 1999 - 2001
Never Compromise (putters) 1997 - 1999
Nomura February 1993 - September 1998
Morgan Stanley September 1987 - December 1991
Drexel Burnham Lambert February 1986 - September 1987
Skills
Real Estate Economics, Disposition, Real Estate, Investment Properties, Real Estate Development, Brokerage, Real Estate Transactions, Valuation, Real Estate Financing, Location Intelligence, Acquisitions, Leases, Mergers & Acquisitions, Investments, Structured Finance, Asset Managment, Private Equity, Commercial Real Estate, Finance, Corporate Real Estate, Tenant, Asset Management, Property Management, Portfolio Management, Due Diligence, Real Estate Private..., Financial Modeling, Financial Structuring, Capital Markets, Financial Analysis, Landlords, Lease Administration, Property, CMBS, Lease Negotiations, Tenant Representation, Land Acquisition, Shopping Centers, Appraisals, Mezzanine, International Real..., Entitlements, Apartments, Commercial Leasing, Commercial Mortgages, Joint Ventures, Investment Sales, Investors, Capital, Transaction Management
Education
NYU 1978 — 1982
Bachelor of Science (BS), Finance, General
Linclon H.S.
Mosaic Real Estate Investors April 2015 - Present
USC Marshall School of Business August 2014 - Present
Fitwall Ventures January 2013 - Present
CB Richard Ellis Investors March 2008 - March 2012
Offroad Capital 1999 - 2001
Never Compromise (putters) 1997 - 1999
Nomura February 1993 - September 1998
Morgan Stanley September 1987 - December 1991
Drexel Burnham Lambert February 1986 - September 1987
Skills
Real Estate Economics, Disposition, Real Estate, Investment Properties, Real Estate Development, Brokerage, Real Estate Transactions, Valuation, Real Estate Financing, Location Intelligence, Acquisitions, Leases, Mergers & Acquisitions, Investments, Structured Finance, Asset Managment, Private Equity, Commercial Real Estate, Finance, Corporate Real Estate, Tenant, Asset Management, Property Management, Portfolio Management, Due Diligence, Real Estate Private..., Financial Modeling, Financial Structuring, Capital Markets, Financial Analysis, Landlords, Lease Administration, Property, CMBS, Lease Negotiations, Tenant Representation, Land Acquisition, Shopping Centers, Appraisals, Mezzanine, International Real..., Entitlements, Apartments, Commercial Leasing, Commercial Mortgages, Joint Ventures, Investment Sales, Investors, Capital, Transaction Management
Education
NYU 1978 — 1982
Bachelor of Science (BS), Finance, General
Linclon H.S.
Kristen Norton's OffRoad Capital Experience 1999 - 2001
Job Sr HR Leader, Corporate Staff Groups at Wells Fargo
Industry Human Resources
Experience
Wells Fargo April 2014 - Present
Wells Fargo 2007 - April 2014
Wells Fargo 2002 - 2007
OffRoad Capital 1999 - 2001
Barclays Global Investors 1995 - 1999
Wells Fargo 1990 - 1995
Santa Barbara Medical Foundation Clinic 1988 - 1990
Education
Stanford University Graduate School of Business 2010 — 2010
Managing Talent for Strategic Advantage
University of California, Santa Barbara 1984 — 1988
Wells Fargo April 2014 - Present
Wells Fargo 2007 - April 2014
Wells Fargo 2002 - 2007
OffRoad Capital 1999 - 2001
Barclays Global Investors 1995 - 1999
Wells Fargo 1990 - 1995
Santa Barbara Medical Foundation Clinic 1988 - 1990
Education
Stanford University Graduate School of Business 2010 — 2010
Managing Talent for Strategic Advantage
University of California, Santa Barbara 1984 — 1988
Leslie Bauer's OffRoad Capital Experience February 2000 - February 2001
Job Administration at SR Robertson
Industry Fund-Raising
Experience
SR Robertson & Co. LLC July 2001 - Present
OffRoad Capital February 2000 - February 2001
RS Investments March 1993 - February 2000
Robertson Stephens & Co. February 1992 - March 1993
Drexel Burnham Lambert September 1984 - October 1990
Education
University of Puget Sound 1980 — 1984
BA, Politics and Government
South Salem High School 1977 — 1980
SR Robertson & Co. LLC July 2001 - Present
OffRoad Capital February 2000 - February 2001
RS Investments March 1993 - February 2000
Robertson Stephens & Co. February 1992 - March 1993
Drexel Burnham Lambert September 1984 - October 1990
Education
University of Puget Sound 1980 — 1984
BA, Politics and Government
South Salem High School 1977 — 1980
Nimfa Higashi's OffRoad Capital Experience 1999 - 2002
Job Executive Assistant at The Higgins Group
Industry Hospitality
Experience
HPG International, LLC February 2002 - Present
HPG International, LLC February 2002 - Present
Higgins Purchasing Group 2002 - Present
OffRoad Capital 1999 - 2002
Skills
Hospitality, Budgets, Event Planning, Hotels, Customer Service, Microsoft Office, Hospitality Industry
Education
Divine Word College of San Jose 1979 — 1983
HPG International, LLC February 2002 - Present
HPG International, LLC February 2002 - Present
Higgins Purchasing Group 2002 - Present
OffRoad Capital 1999 - 2002
Skills
Hospitality, Budgets, Event Planning, Hotels, Customer Service, Microsoft Office, Hospitality Industry
Education
Divine Word College of San Jose 1979 — 1983
Nicole Nalewajko's OffRoad Capital Experience 2000 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
The Vanguard Group 2001 - 2004
OffRoad Capital 2000 - 2000
Delaware Investments 1997 - 2000
Women's national lacrosse team 1990 - 1995
Education
Drexel University - LeBow College of Business 1990 — 1995
BS, Finance
Great Valley high school
The Vanguard Group 2001 - 2004
OffRoad Capital 2000 - 2000
Delaware Investments 1997 - 2000
Women's national lacrosse team 1990 - 1995
Education
Drexel University - LeBow College of Business 1990 — 1995
BS, Finance
Great Valley high school
Elizabeth Sheldon's OffRoad Capital Experience 2000 - 2002
Job Tax Attorney at Sheldon Tax Law
Industry Law Practice
Experience
Sheldon Tax Law March 2011 - Present
Nationwide Tax Relief October 2007 - December 2010
Law Office of Elizabeth Sheldon November 1993 - September 2007
OffRoad Capital 2000 - 2002
Skills
Tax Law, Tax, Management, Corporate Tax, Income Tax, Sales Tax, IRS, Estate Tax Planning
Education
Golden Gate University, School of Law 2004 — 2006
LL.M., Taxation
University of San Francisco School of Law 1990 — 1993
jd, lae
University of California, Los Angeles 1986 — 1989
BA, Sociology & Women's Studies
Sheldon Tax Law March 2011 - Present
Nationwide Tax Relief October 2007 - December 2010
Law Office of Elizabeth Sheldon November 1993 - September 2007
OffRoad Capital 2000 - 2002
Skills
Tax Law, Tax, Management, Corporate Tax, Income Tax, Sales Tax, IRS, Estate Tax Planning
Education
Golden Gate University, School of Law 2004 — 2006
LL.M., Taxation
University of San Francisco School of Law 1990 — 1993
jd, lae
University of California, Los Angeles 1986 — 1989
BA, Sociology & Women's Studies
Stephen Pelletier's OffRoad Capital Experience 1997 - 2001
Job Chief Operating Officer at ApplePie Capital
Industry Financial Services
Experience
ApplePie Capital July 2013 - Present
Ask.com January 2014 - July 2014
Ask.com September 2013 - December 2013
Indiegogo June 2012 - June 2013
Kabam January 2011 - March 2012
Silent Capital Corporation 2009 - 2010
Sun Microsystems 2002 - 2006
OffRoad Capital 1997 - 2001
Benchmark Capital January 1997 - July 1997
Intuit 1991 - 1996
Skills
SaaS, Ruby on Rails, Cloud Computing, Software Engineering, Mobile Applications, Agile Methodologies, Software Development, Product Management, Start-ups, Scalability, Scrum, Web Applications, Java, Strategic Partnerships, General Management, Entrepreneurship, Mobile Devices, Agile Project Management, User Experience
Education
Harvard University 1971 — 1975
BA, Philosophy
Phillips Andover Academy 1967 — 1971
ApplePie Capital July 2013 - Present
Ask.com January 2014 - July 2014
Ask.com September 2013 - December 2013
Indiegogo June 2012 - June 2013
Kabam January 2011 - March 2012
Silent Capital Corporation 2009 - 2010
Sun Microsystems 2002 - 2006
OffRoad Capital 1997 - 2001
Benchmark Capital January 1997 - July 1997
Intuit 1991 - 1996
Skills
SaaS, Ruby on Rails, Cloud Computing, Software Engineering, Mobile Applications, Agile Methodologies, Software Development, Product Management, Start-ups, Scalability, Scrum, Web Applications, Java, Strategic Partnerships, General Management, Entrepreneurship, Mobile Devices, Agile Project Management, User Experience
Education
Harvard University 1971 — 1975
BA, Philosophy
Phillips Andover Academy 1967 — 1971
Bernie Notas's OffRoad Capital Experience June 1998 - August 2001
Job CFO
Industry Financial Services
Experience
BTIG, LLC February 2003 - February 2010
OffRoad Capital June 1998 - August 2001
Montgomery Securities September 1987 - December 1997
Montgomery Securities September 1987 - December 1997
Education
LIU Brooklyn 1973 — 1977
MBA, General Management
Pace University - Lubin School of Business 1968 — 1972
BBA, Finance Major, Accouting minor
BTIG, LLC February 2003 - February 2010
OffRoad Capital June 1998 - August 2001
Montgomery Securities September 1987 - December 1997
Montgomery Securities September 1987 - December 1997
Education
LIU Brooklyn 1973 — 1977
MBA, General Management
Pace University - Lubin School of Business 1968 — 1972
BBA, Finance Major, Accouting minor
Julie Wurfel's OffRoad Capital Experience 2000 - 2002
Job Ume Matsu LLC
Industry Management Consulting
Experience
Ume Matsu LLC 2013 - Present
Scripps Networks Interactive 2009 - 2012
Lehman Brothers 2007 - 2008
Banc of America Securities 2003 - 2007
OffRoad Capital 2000 - 2002
Goldman Sachs 1996 - 1999
Education
Johns Hopkins SAIS
MA, International Macroeconomics
University of Toronto
BA, Political Science
Ume Matsu LLC 2013 - Present
Scripps Networks Interactive 2009 - 2012
Lehman Brothers 2007 - 2008
Banc of America Securities 2003 - 2007
OffRoad Capital 2000 - 2002
Goldman Sachs 1996 - 1999
Education
Johns Hopkins SAIS
MA, International Macroeconomics
University of Toronto
BA, Political Science
Bernie Notas's OffRoad Capital Experience June 1998 - August 2001
Job CFO at Sanctuary Wealth Services
Industry Financial Services
Experience
Launch Enterprise Statagies July 2012 - Present
Sanctuary Wealth Services September 2011 - Present
Notas Consulting March 2010 - Present
Ellie Mae 1999 - Present
BTIG February 2003 - February 2010
Congregation B'nai Shalom 1994 - 2010
OffRoad Capital June 1998 - August 2001
OffRoad Capital, Inc. 1998 - 2001
Montgomery Securities September 1987 - December 1997
Rooney, Pace Group, Inc. January 1986 - February 1987
Skills
Venture Capital, Negotiation, Compliance, Investments, Customer Relations, Risk Management, Financial Analysis, Business Strategy, Financial Reporting, Strategic Planning, Credit, Equities, Business Analysis, Hedge Funds, Series 7, Team Building, Budgeting, Securities, Executive Management, Problem Solving, Process Improvement, Operations Management
Education
Long Island University, Brooklyn Campus 1974 — 1977
MBA, General Management
Pace University - Lubin School of Business 1968 — 1972
BBA, FInance, Accounting minor
Launch Enterprise Statagies July 2012 - Present
Sanctuary Wealth Services September 2011 - Present
Notas Consulting March 2010 - Present
Ellie Mae 1999 - Present
BTIG February 2003 - February 2010
Congregation B'nai Shalom 1994 - 2010
OffRoad Capital June 1998 - August 2001
OffRoad Capital, Inc. 1998 - 2001
Montgomery Securities September 1987 - December 1997
Rooney, Pace Group, Inc. January 1986 - February 1987
Skills
Venture Capital, Negotiation, Compliance, Investments, Customer Relations, Risk Management, Financial Analysis, Business Strategy, Financial Reporting, Strategic Planning, Credit, Equities, Business Analysis, Hedge Funds, Series 7, Team Building, Budgeting, Securities, Executive Management, Problem Solving, Process Improvement, Operations Management
Education
Long Island University, Brooklyn Campus 1974 — 1977
MBA, General Management
Pace University - Lubin School of Business 1968 — 1972
BBA, FInance, Accounting minor