Pacific Crest Securities
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Pacific Crest Securities Employees
Employee
Years
Job
Industry
Emily Anderly Emily Anderly's Pacific Crest Securities Experience November 2011 - April 2013
Job Youth Market Director at American Heart Association | American Stroke Association
Industry Nonprofit Organization Management
Experience
American Heart Association American Stroke Association November 2014 - Present
Zapproved May 2013 - October 2014
Pacific Crest Securities November 2011 - April 2013
National Council of the State Boards of Nursing May 2010 - September 2011
Skills
Salesforce.com, New Business Development, Lead Generation, Cold Calling, CRM, Cloud Computing, Relationship Management, Sales Prospecting, Marketing Strategy, Social Media, Client Relations Skills, SaaS, Sales Process, Microsoft Office, Logistics Management, Business Meetings, Account Management, Sales Operations, Marketing Communications, Event Planning, Management, Marketing, International Logistics, Enterprise Software
Education
DePaul University 2005 — 2009
Bachelor of Arts (B.A.), Political Science, Russian History, Magna Cum Laude (3.89 GPA)
East Grand Rapids High School
American Heart Association American Stroke Association November 2014 - Present
Zapproved May 2013 - October 2014
Pacific Crest Securities November 2011 - April 2013
National Council of the State Boards of Nursing May 2010 - September 2011
Skills
Salesforce.com, New Business Development, Lead Generation, Cold Calling, CRM, Cloud Computing, Relationship Management, Sales Prospecting, Marketing Strategy, Social Media, Client Relations Skills, SaaS, Sales Process, Microsoft Office, Logistics Management, Business Meetings, Account Management, Sales Operations, Marketing Communications, Event Planning, Management, Marketing, International Logistics, Enterprise Software
Education
DePaul University 2005 — 2009
Bachelor of Arts (B.A.), Political Science, Russian History, Magna Cum Laude (3.89 GPA)
East Grand Rapids High School
Jeri Aanonson Jeri Aanonson's Pacific Crest Securities Experience 1996 - 1999
Job Marketing Communication | Creative Program Manager | Idea Generator
Industry Marketing and Advertising
Experience
The Standard 2010 - Present
SORTprojects, llc 2006 - 2010
Umpqua Bank 2000 - 2006
Pacific Crest Securities 1996 - 1999
Skills
Marketing, Email Marketing, Marketing Strategy, Project Management, Salesforce.com, Customer Service, Program Management, eCommunications, Vendor Relationships, Collaborative Problem..., Marketing Communications, Visual Merchandising, Idea Generation, Brand Management, B2B, Product Marketing, Community Management, Integrated Marketing, Social Media, Leadership, CRM
Education
Oregon State University 1989 — 1993
B.S.
The Standard 2010 - Present
SORTprojects, llc 2006 - 2010
Umpqua Bank 2000 - 2006
Pacific Crest Securities 1996 - 1999
Skills
Marketing, Email Marketing, Marketing Strategy, Project Management, Salesforce.com, Customer Service, Program Management, eCommunications, Vendor Relationships, Collaborative Problem..., Marketing Communications, Visual Merchandising, Idea Generation, Brand Management, B2B, Product Marketing, Community Management, Integrated Marketing, Social Media, Leadership, CRM
Education
Oregon State University 1989 — 1993
B.S.
Henry Qin's Pacific Crest Securities Experience June 2014 - August 2014
Job Investment Banking Analyst at Financial Technology Partners
Industry Investment Banking
Experience
Financial Technology Partners July 2015 - Present
Pacific Crest Securities June 2014 - August 2014
Headwaters MB March 2014 - May 2014
Microsoft July 2012 - March 2014
Symetra March 2012 - May 2012
Microsoft June 2011 - September 2011
Microsoft September 2010 - December 2010
Boeing June 2010 - September 2010
Schweitzer Engineering Laboratories, Inc June 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation Modeling, Comparable Analysis, Capital IQ, Bloomberg, Salesforce.com, Microsoft Excel, Pitch Books, Financial Analysis, Program Management, User Experience, Requirements Analysis, Product Management, Databases, Software Project..., Systems Analysis, User-centered Design, Enterprise Software, Specifications, Product Planning, Web Design, Web Development, User Interface Design, Competitive Analysis, Java, Project Planning, Cross-functional Team..., Visual Studio, Agile Project Management, Project Management, User Acceptance Testing, Business Requirements, Functional Requirements, Requirements..., Functional..., Design Specifications, Product Specification, Usability, Usability Testing, Wireframes, Software Prototyping, Business Analysis, Process Modeling, Financial Modeling
Education
Claremont McKenna College 2014 — 2015
Master of Arts (M.A.), Finance, 3.5/4.0
University of Washington 2008 — 2012
Bachelor of Science (B.S.), Informatics: Human-Computer Interaction, 3.6/4.0
Financial Technology Partners July 2015 - Present
Pacific Crest Securities June 2014 - August 2014
Headwaters MB March 2014 - May 2014
Microsoft July 2012 - March 2014
Symetra March 2012 - May 2012
Microsoft June 2011 - September 2011
Microsoft September 2010 - December 2010
Boeing June 2010 - September 2010
Schweitzer Engineering Laboratories, Inc June 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation Modeling, Comparable Analysis, Capital IQ, Bloomberg, Salesforce.com, Microsoft Excel, Pitch Books, Financial Analysis, Program Management, User Experience, Requirements Analysis, Product Management, Databases, Software Project..., Systems Analysis, User-centered Design, Enterprise Software, Specifications, Product Planning, Web Design, Web Development, User Interface Design, Competitive Analysis, Java, Project Planning, Cross-functional Team..., Visual Studio, Agile Project Management, Project Management, User Acceptance Testing, Business Requirements, Functional Requirements, Requirements..., Functional..., Design Specifications, Product Specification, Usability, Usability Testing, Wireframes, Software Prototyping, Business Analysis, Process Modeling, Financial Modeling
Education
Claremont McKenna College 2014 — 2015
Master of Arts (M.A.), Finance, 3.5/4.0
University of Washington 2008 — 2012
Bachelor of Science (B.S.), Informatics: Human-Computer Interaction, 3.6/4.0
Andrew Luu Andrew Luu's Pacific Crest Securities Experience June 2011 - September 2011
Job Staff Accountant at CorVel Corporation
Industry Accounting
Experience
CorVel Corporation February 2015 - Present
Bretthauer Oil Company October 2013 - February 2015
Volkswagen Financial Services June 2013 - October 2013
Hilyard Street Market September 2009 - December 2011
Pacific Crest Securities June 2011 - September 2011
Skills
Accounting, Financial Modeling, Microsoft Excel, Vietnamese, Inventory Management, Highly Detailed, Microsoft Office, Cash Register, Public Speaking, PowerPoint, Time Management, Pricing Analysis, Independence, Valuation, Cleantech, Physical Inventory, Petroleum, Microsoft Word, Finance, Teamwork
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2013
Bachelor of Arts (B.A.), Accounting
CorVel Corporation February 2015 - Present
Bretthauer Oil Company October 2013 - February 2015
Volkswagen Financial Services June 2013 - October 2013
Hilyard Street Market September 2009 - December 2011
Pacific Crest Securities June 2011 - September 2011
Skills
Accounting, Financial Modeling, Microsoft Excel, Vietnamese, Inventory Management, Highly Detailed, Microsoft Office, Cash Register, Public Speaking, PowerPoint, Time Management, Pricing Analysis, Independence, Valuation, Cleantech, Physical Inventory, Petroleum, Microsoft Word, Finance, Teamwork
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2013
Bachelor of Arts (B.A.), Accounting
Kevin Jinfu Chen Kevin Jinfu Chen's Pacific Crest Securities Experience October 2012 - July 2015
Job Equity Research Associate at Sterne Agee CRT
Industry Investment Banking
Experience
Sterne Agee CRT July 2015 - Present
Pacific Crest Securities October 2012 - July 2015
Williams Capital Advisors, LLC June 2011 - July 2012
Alvarez & Marsal December 2010 - March 2011
Illinois Business Consulting September 2010 - December 2010
Trinity Wealth Advisor, L.L.C. May 2009 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Capital IQ, Financial Modeling, Firm Valuation, Cash Flow Forecasting, Industry Research, Equity Research, DCF, Capital Markets, Crystal Ball, Investments, Mergers & Acquisitions, Valuation, Investment Banking, Due Diligence
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
BSBA, Finance, International Finance
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science, Finance
Sterne Agee CRT July 2015 - Present
Pacific Crest Securities October 2012 - July 2015
Williams Capital Advisors, LLC June 2011 - July 2012
Alvarez & Marsal December 2010 - March 2011
Illinois Business Consulting September 2010 - December 2010
Trinity Wealth Advisor, L.L.C. May 2009 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Capital IQ, Financial Modeling, Firm Valuation, Cash Flow Forecasting, Industry Research, Equity Research, DCF, Capital Markets, Crystal Ball, Investments, Mergers & Acquisitions, Valuation, Investment Banking, Due Diligence
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
BSBA, Finance, International Finance
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science, Finance
Troy Kent Troy Kent's Pacific Crest Securities Experience September 2010 - January 2015
Job
Industry Financial Services
Experience
KeyBanc Capital Markets January 2015 - Present
Pacific Crest Securities September 2010 - January 2015
Solberg Adams LLC October 2002 - June 2010
T Business February 1999 - September 2002
Cleveland Indians June 1996 - February 1999
Skills
Cloud Computing, Mobile Devices, Enterprise Software, Telecommunications, VoIP, Integration, SaaS, IP, Disaster Recovery, Managed Services, Troubleshooting, Management, Data Center, Salesforce.com, Strategy, Pre-sales, Leadership, Process Improvement, Active Directory, Enterprise Architecture, Networking, Vendor Management, Firewalls, VPN, Contract Negotiation, Start-ups, Information Technology, Product Management, Strategic Partnerships, Servers, CRM, IT Strategy, Sales, Professional Services, Testing, Business Analysis, Business Development, Cross-functional Team..., Software Development, Security, Mobile Applications, Digital Media, Venture Capital, Program Management
Education
Stanford University 1992 — 1996
BA - Public Policy
Tampa Jesuit 1988 — 1992
KeyBanc Capital Markets January 2015 - Present
Pacific Crest Securities September 2010 - January 2015
Solberg Adams LLC October 2002 - June 2010
T Business February 1999 - September 2002
Cleveland Indians June 1996 - February 1999
Skills
Cloud Computing, Mobile Devices, Enterprise Software, Telecommunications, VoIP, Integration, SaaS, IP, Disaster Recovery, Managed Services, Troubleshooting, Management, Data Center, Salesforce.com, Strategy, Pre-sales, Leadership, Process Improvement, Active Directory, Enterprise Architecture, Networking, Vendor Management, Firewalls, VPN, Contract Negotiation, Start-ups, Information Technology, Product Management, Strategic Partnerships, Servers, CRM, IT Strategy, Sales, Professional Services, Testing, Business Analysis, Business Development, Cross-functional Team..., Software Development, Security, Mobile Applications, Digital Media, Venture Capital, Program Management
Education
Stanford University 1992 — 1996
BA - Public Policy
Tampa Jesuit 1988 — 1992
Ben McFadden, CFA Ben McFadden, CFA's Pacific Crest Securities Experience April 2012 - Present
Job Equity Research Analyst at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities April 2012 - Present
Index Publications, LLC September 2010 - October 2011
Quist Valuation December 2009 - June 2010
Charles Schwab & Co. May 2008 - July 2009
Charles Schwab & Co. July 2006 - May 2008
Skills
Equities, ETFs, Valuation, Series 7, Financial Modeling, Financial Analysis, Equity Research, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Trading
Education
Saint Louis University 2002 — 2006
Bachelors, Finance
Pacific Crest Securities April 2012 - Present
Index Publications, LLC September 2010 - October 2011
Quist Valuation December 2009 - June 2010
Charles Schwab & Co. May 2008 - July 2009
Charles Schwab & Co. July 2006 - May 2008
Skills
Equities, ETFs, Valuation, Series 7, Financial Modeling, Financial Analysis, Equity Research, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Trading
Education
Saint Louis University 2002 — 2006
Bachelors, Finance
Yuan Liao Yuan Liao's Pacific Crest Securities Experience June 2012 - July 2012
Job Graduate student at CUNY Baruch College
Industry Accounting
Experience
Qingdao Free Trade Zone Huigong International Trade Co.,Ltd September 2013 - December 2013
Pacific Crest Securities June 2012 - July 2012
Industrial Bank Co., Ltd June 2011 - July 2011
Skills
Economics, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Financial Modeling, Microsoft Word, Econometrics, Statistics, Negotiation
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree, Accounting
Purdue University 2009 — 2013
Bachelor's Degree, Economics, 3.83
Qingdao Free Trade Zone Huigong International Trade Co.,Ltd September 2013 - December 2013
Pacific Crest Securities June 2012 - July 2012
Industrial Bank Co., Ltd June 2011 - July 2011
Skills
Economics, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Financial Modeling, Microsoft Word, Econometrics, Statistics, Negotiation
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree, Accounting
Purdue University 2009 — 2013
Bachelor's Degree, Economics, 3.83
Albert Kang Albert Kang's Pacific Crest Securities Experience June 2014 - August 2014
Job Analyst at Teknos Associates
Industry Financial Services
Experience
Teknos Associates March 2015 - Present
Pacific Crest Securities June 2014 - August 2014
Braxos Capital September 2013 - December 2013
Doosan July 2012 - August 2012
Education
Northwestern University 2010 — 2015
Bachelor of Arts (BA), Economics, History
Teknos Associates March 2015 - Present
Pacific Crest Securities June 2014 - August 2014
Braxos Capital September 2013 - December 2013
Doosan July 2012 - August 2012
Education
Northwestern University 2010 — 2015
Bachelor of Arts (BA), Economics, History
Jason Sjöbeck Jason Sjöbeck's Pacific Crest Securities Experience 1993 - 1995
Job Lead NetSuite Solution Architect at Diebold
Industry Information Technology and Services
Experience
Diebold May 2015 - Present
Sjobeck Integration Professionals January 1999 - Present
Wilshire Financial Services Group 1997 - 1999
Pacific Crest Securities 1993 - 1995
Skills
NetSuite, Integration, Cloud Computing, System Deployment, Project Management, Software Project..., Enterprise Software, APIs, MySQL, Microsoft SQL Server, Linux, Telephony, Asterisk, ERP, SaaS, Consulting, Management, Security, Team Leadership
Education
University Of Portland 1989 — 1993
BBA, Finance
Mounds View High School 1984 — 1988
Highschool, Highschool
Diebold May 2015 - Present
Sjobeck Integration Professionals January 1999 - Present
Wilshire Financial Services Group 1997 - 1999
Pacific Crest Securities 1993 - 1995
Skills
NetSuite, Integration, Cloud Computing, System Deployment, Project Management, Software Project..., Enterprise Software, APIs, MySQL, Microsoft SQL Server, Linux, Telephony, Asterisk, ERP, SaaS, Consulting, Management, Security, Team Leadership
Education
University Of Portland 1989 — 1993
BBA, Finance
Mounds View High School 1984 — 1988
Highschool, Highschool
David Grove David Grove's Pacific Crest Securities Experience March 2011 - February 2012
Job Managing Director and Founder at Vaquero Capital
Industry Investment Banking
Experience
Vaquero Capital November 2011 - Present
Pacific Crest Securities March 2011 - February 2012
Needham & Company February 2010 - May 2011
Banc of America Securities April 2005 - March 2009
SG Cowen & Co. (now Cowen & Company) 2000 - 2004
Andrews Kurth LLP January 1997 - March 2000
Skills
Mergers, Capital Markets, Enterprise Software, Equity Capital Markets, Digital Media, SaaS, Data and analysis, marketplaces, Venture Capital
Education
New York University School of Law 1994 — 1997
Juris Doctor, Law
Oregon State University 1990 — 1994
Bachelor of Science, Political Science and Communications
Vaquero Capital November 2011 - Present
Pacific Crest Securities March 2011 - February 2012
Needham & Company February 2010 - May 2011
Banc of America Securities April 2005 - March 2009
SG Cowen & Co. (now Cowen & Company) 2000 - 2004
Andrews Kurth LLP January 1997 - March 2000
Skills
Mergers, Capital Markets, Enterprise Software, Equity Capital Markets, Digital Media, SaaS, Data and analysis, marketplaces, Venture Capital
Education
New York University School of Law 1994 — 1997
Juris Doctor, Law
Oregon State University 1990 — 1994
Bachelor of Science, Political Science and Communications
Jeffrey Kaplan Jeffrey Kaplan's Pacific Crest Securities Experience January 2007 - Present
Job Cloud Computing Strategy Consultant
Industry Information Technology and Services
Experience
THINKstrategies, Inc. November 2001 - Present
Cloud Computing Showplace January 2006 - Present
Cloud Innovators Summits November 2011 - Present
Pacific Crest Securities January 2007 - Present
Cutter Consortium 2002 - Present
Triple-Tree, LLC August 2007 - July 2011
InterOps Management Solutions 2001 - 2001
Lucent Technologies Worldwide Services 1999 - 2001
International Network Services 1996 - 1999
META Group November 1995 - February 1996
Skills
Cloud Computing, SaaS, Business Strategy, Go-to-market Strategy, PaaS, Competitive Analysis, Managed Services, IT Service Management, Salesforce.com, IT Strategy, Product Management, Solution Architecture, Strategy, Telecommunications, Enterprise Software, Cross-functional Team..., Cloud Consulting, Solution Selling, Business Development, Sales Process, Marketing Strategy, Mobile Devices, Professional Services, B2B, Thought Leadership, Strategic Partnerships, Analytics, Business Analysis, Data Center, Management Consulting, Start-ups, Consulting, Vendor Management, New Business Development, CRM, Management, Channel Partners, Program Management, E-commerce, Integration, Big Data, Networking, Executive Management, Marketing, Business Alliances, Entrepreneurship, Lead Generation, Product Marketing, Business Intelligence, Information Technology
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1983
MBA, Marketing
Rutgers University-New Brunswick 1974 — 1976
BA, Urban Planning
Syracuse University 1971 — 1973
Political Science
North Haven High School, CT 1968 — 1971
THINKstrategies, Inc. November 2001 - Present
Cloud Computing Showplace January 2006 - Present
Cloud Innovators Summits November 2011 - Present
Pacific Crest Securities January 2007 - Present
Cutter Consortium 2002 - Present
Triple-Tree, LLC August 2007 - July 2011
InterOps Management Solutions 2001 - 2001
Lucent Technologies Worldwide Services 1999 - 2001
International Network Services 1996 - 1999
META Group November 1995 - February 1996
Skills
Cloud Computing, SaaS, Business Strategy, Go-to-market Strategy, PaaS, Competitive Analysis, Managed Services, IT Service Management, Salesforce.com, IT Strategy, Product Management, Solution Architecture, Strategy, Telecommunications, Enterprise Software, Cross-functional Team..., Cloud Consulting, Solution Selling, Business Development, Sales Process, Marketing Strategy, Mobile Devices, Professional Services, B2B, Thought Leadership, Strategic Partnerships, Analytics, Business Analysis, Data Center, Management Consulting, Start-ups, Consulting, Vendor Management, New Business Development, CRM, Management, Channel Partners, Program Management, E-commerce, Integration, Big Data, Networking, Executive Management, Marketing, Business Alliances, Entrepreneurship, Lead Generation, Product Marketing, Business Intelligence, Information Technology
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1983
MBA, Marketing
Rutgers University-New Brunswick 1974 — 1976
BA, Urban Planning
Syracuse University 1971 — 1973
Political Science
North Haven High School, CT 1968 — 1971
Ya( Blair) Xu's Pacific Crest Securities Experience July 2011 - July 2011
Job Staff Accountant at BBD, LLP
Industry Accounting
Experience
BBD, LLP February 2015 - Present
Chang Hwa Commercial Bank, Ltd New York Branch March 2014 - February 2015
PennEngineering® December 2013 - February 2014
Pacific Crest Securities July 2011 - July 2011
Skills
Accounting, Financial Analysis, US GAAP, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Risk Assessment, Credit Risk, Credit Analysis
Education
Portland State University - School of Business 2011 — 2013
Master of Science (MS), Accounting and Finance
BBD, LLP February 2015 - Present
Chang Hwa Commercial Bank, Ltd New York Branch March 2014 - February 2015
PennEngineering® December 2013 - February 2014
Pacific Crest Securities July 2011 - July 2011
Skills
Accounting, Financial Analysis, US GAAP, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Risk Assessment, Credit Risk, Credit Analysis
Education
Portland State University - School of Business 2011 — 2013
Master of Science (MS), Accounting and Finance
Gabrielle Mottola Gabrielle Mottola's Pacific Crest Securities Experience May 2012 - Present
Job Executive Assistant, IR at Thomas H. Lee Partners
Industry Investment Banking
Experience
Thomas H. Lee Partners May 2015 - Present
Pacific Crest Securities May 2012 - Present
Rapid7 October 2011 - May 2012
Preventive Medicine Associates Inc. May 2008 - September 2011
Planned Parenthood League of Massachusetts January 2007 - June 2007
Urban Dreams Youth Development Center January 2005 - June 2005
Skills
Word, Administration, Microsoft Office, PowerPoint, Excel, Event Planning, Outlook, Customer Service, Salesforce.com, Microsoft Excel, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Leadership, System Administration, Strategic Planning, Marketing, Microsoft Word
Education
Northeastern University 2003 — 2008
BS, Psychology, 3.9
Wood-Ridge High School 1999 — 2003
Thomas H. Lee Partners May 2015 - Present
Pacific Crest Securities May 2012 - Present
Rapid7 October 2011 - May 2012
Preventive Medicine Associates Inc. May 2008 - September 2011
Planned Parenthood League of Massachusetts January 2007 - June 2007
Urban Dreams Youth Development Center January 2005 - June 2005
Skills
Word, Administration, Microsoft Office, PowerPoint, Excel, Event Planning, Outlook, Customer Service, Salesforce.com, Microsoft Excel, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Leadership, System Administration, Strategic Planning, Marketing, Microsoft Word
Education
Northeastern University 2003 — 2008
BS, Psychology, 3.9
Wood-Ridge High School 1999 — 2003
Alexis Kastrenakes Alexis Kastrenakes's Pacific Crest Securities Experience April 2011 - July 2014
Job MBA Candidate at UC Berkeley Haas School of Business
Industry Financial Services
Experience
Puppet Labs, Inc. June 2015 - Present
Pacific Crest Securities April 2011 - July 2014
Great Harvest Bread Co. September 2010 - March 2011
SunTrust Robinson Humphrey June 2008 - July 2010
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS in Business Administration, Finance, Spanish
Suncoast Community High School 2000 — 2004
International Baccalaureate
Puppet Labs, Inc. June 2015 - Present
Pacific Crest Securities April 2011 - July 2014
Great Harvest Bread Co. September 2010 - March 2011
SunTrust Robinson Humphrey June 2008 - July 2010
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS in Business Administration, Finance, Spanish
Suncoast Community High School 2000 — 2004
International Baccalaureate
Mark Ross's Pacific Crest Securities Experience 1998 - 2004
Job Sales Trader at LEK Securities
Industry Financial Services
Experience
Lek Securities January 2011 - Present
Portfolio available upon request June 1985 - December 2012
Pacific Crest Securities 1998 - 2004
Skills
Equities, Series 7, Equity Trading, Trading, Hedge Funds, Securities, Bloomberg, Electronic Trading, Series 63, Financial Markets, Capital Markets, Trading Systems
Education
Claremont McKenna College 1985 — 1989
Bachelor's degree, Economics & Political Science
University of San Diego 1985 — 1986
San Marino High School 1981 — 1985
Being awesome
Lek Securities January 2011 - Present
Portfolio available upon request June 1985 - December 2012
Pacific Crest Securities 1998 - 2004
Skills
Equities, Series 7, Equity Trading, Trading, Hedge Funds, Securities, Bloomberg, Electronic Trading, Series 63, Financial Markets, Capital Markets, Trading Systems
Education
Claremont McKenna College 1985 — 1989
Bachelor's degree, Economics & Political Science
University of San Diego 1985 — 1986
San Marino High School 1981 — 1985
Being awesome
Jelsi Fruci's Pacific Crest Securities Experience May 2010 - Present
Job Sales Associate at Pacific Crest
Industry Investment Banking
Experience
Pacific Crest Securities May 2010 - Present
ZOZI September 2009 - March 2010
Clark Family August 2006 - March 2010
Anesthesiologist Associated, Inc June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office, Social Media, Research, Outlook, Microsoft Word, Business Development, PowerPoint, Financial Analysis, Customer Service, Marketing, Project Management, Event Management, Event Planning, Account Management, Market Research, CRM
Education
Saint Mary's College of California 2005 — 2009
Bachelor of Arts, Economics
Saint Mary's College of California 2005 — 2009
Bachelor of Science, Business Adminstration
Pacific Crest Securities May 2010 - Present
ZOZI September 2009 - March 2010
Clark Family August 2006 - March 2010
Anesthesiologist Associated, Inc June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office, Social Media, Research, Outlook, Microsoft Word, Business Development, PowerPoint, Financial Analysis, Customer Service, Marketing, Project Management, Event Management, Event Planning, Account Management, Market Research, CRM
Education
Saint Mary's College of California 2005 — 2009
Bachelor of Arts, Economics
Saint Mary's College of California 2005 — 2009
Bachelor of Science, Business Adminstration
Jody O'Neill Jody O'Neill's Pacific Crest Securities Experience May 2014 - Present
Job Investment Banking Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities May 2014 - Present
C.W. Downer & Co. April 2014 - May 2014
Covington Associates October 2013 - April 2014
Complete Goaltending Development 2006 - October 2013
Gwinnett Gladiators September 2012 - May 2013
Dynamic Edge Sports Vision Training Centers 2009 - 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Pacific Crest Securities May 2014 - Present
C.W. Downer & Co. April 2014 - May 2014
Covington Associates October 2013 - April 2014
Complete Goaltending Development 2006 - October 2013
Gwinnett Gladiators September 2012 - May 2013
Dynamic Edge Sports Vision Training Centers 2009 - 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Andrew Jardine's Pacific Crest Securities Experience May 2010 - Present
Job Investment Banking Associate at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities May 2010 - Present
Brigantine Advisors and Canaccord Capital October 2007 - April 2010
Skills
Bloomberg, Accounting, Financial Analysis, Series 7, Investment Banking, Equities, Financial Modeling, Equity Research, Capital Markets, Private Equity, Valuation
Education
Bryant University
Pacific Crest Securities May 2010 - Present
Brigantine Advisors and Canaccord Capital October 2007 - April 2010
Skills
Bloomberg, Accounting, Financial Analysis, Series 7, Investment Banking, Equities, Financial Modeling, Equity Research, Capital Markets, Private Equity, Valuation
Education
Bryant University
Arjan Singh Puniani Arjan Singh Puniani's Pacific Crest Securities Experience 2011 - 2011
Job Quantum Computing Entrepreneur
Industry Research
Experience
[Stealth-Mode Startup] 2015 - Present
Center for Indian-American Advancement towards the Arts 2012 - Present
Y Combinator-backed Quantum Computing Hardware Startup 2014 - 2015
Wolfram Research 2013 - 2013
Goldman Sachs 2012 - 2012
Puniani Ventures 2012 - 2012
Lawrence Berkeley National Laboratory 2011 - 2012
Pacific Crest Securities 2011 - 2011
Comprehensive Cancer Research Center - University of California, San Francisco 2009 - 2011
Skills
Quantum Computing, M&A experience, Venture Capital, Financial Modeling, Physics, Entrepreneurship, Start-ups, Mergers, Sensitivity Analysis, Business Valuation, Hedge Funds, DCF, Acquisition Analysis, Deal Execution, Capital Budgeting, Investment Banking, Investment Management, Enterprise Valuation, Debt Markets, Computer Science, Electrical Engineering, Private Equity, Process Simulation, Mathematica, Algorithms, Corporate Finance, Corporate Development, Investments, Valuation, IPO, Strategic Partnerships, Signal Processing, Emerging Markets, Science, Nanotechnology, Angel Investing, Strategic Consulting, Private Placements, Quantitative Analytics, Due Diligence, Quantum Mechanics, New Business Development, Business Strategy, Growth Strategies, Scientific Computing, High Performance..., Machine Learning, Business Modeling, Equities, Artificial Intelligence
Education
Harvard University
Masters, Computer and Information Sciences, Concentration: Mathematics & Computation, 4.0
University of California, Berkeley
Bachelor of Science (BS), Chemical and Biomolecular Engineering Electrical Engineering & Computer Sciences Physics
[Stealth-Mode Startup] 2015 - Present
Center for Indian-American Advancement towards the Arts 2012 - Present
Y Combinator-backed Quantum Computing Hardware Startup 2014 - 2015
Wolfram Research 2013 - 2013
Goldman Sachs 2012 - 2012
Puniani Ventures 2012 - 2012
Lawrence Berkeley National Laboratory 2011 - 2012
Pacific Crest Securities 2011 - 2011
Comprehensive Cancer Research Center - University of California, San Francisco 2009 - 2011
Skills
Quantum Computing, M&A experience, Venture Capital, Financial Modeling, Physics, Entrepreneurship, Start-ups, Mergers, Sensitivity Analysis, Business Valuation, Hedge Funds, DCF, Acquisition Analysis, Deal Execution, Capital Budgeting, Investment Banking, Investment Management, Enterprise Valuation, Debt Markets, Computer Science, Electrical Engineering, Private Equity, Process Simulation, Mathematica, Algorithms, Corporate Finance, Corporate Development, Investments, Valuation, IPO, Strategic Partnerships, Signal Processing, Emerging Markets, Science, Nanotechnology, Angel Investing, Strategic Consulting, Private Placements, Quantitative Analytics, Due Diligence, Quantum Mechanics, New Business Development, Business Strategy, Growth Strategies, Scientific Computing, High Performance..., Machine Learning, Business Modeling, Equities, Artificial Intelligence
Education
Harvard University
Masters, Computer and Information Sciences, Concentration: Mathematics & Computation, 4.0
University of California, Berkeley
Bachelor of Science (BS), Chemical and Biomolecular Engineering Electrical Engineering & Computer Sciences Physics
Debbie Wilkins's Pacific Crest Securities Experience October 1985 - October 2005
Job Financial Services Professional | Fixed Income Securities Specialist | Institutional Salesperson
Industry Financial Services
Experience
Wedbush Securities October 2005 - July 2014
Pacific Crest Securities October 1985 - October 2005
Skills
Fixed Income Securities, Investments, Fixed Income, Municipal Bonds, Equities, Series 7, Bonds, Bond Pricing, Fixed Income Strategies, Institutional Sales, Municipal Securities..., General Securities..., Uniform State Law..., Member Mazamas..., Grant Committee..., Elder, Southminster..., Municipal Bond Club of..., Financial Analysis, Bloomberg, Valuation
Education
Portland State University School of Business Administration 1979 — 1980
Bachelor of Science (B.S.), Finance/Law
University of Idaho 1976 — 1979
Finance, General
Wedbush Securities October 2005 - July 2014
Pacific Crest Securities October 1985 - October 2005
Skills
Fixed Income Securities, Investments, Fixed Income, Municipal Bonds, Equities, Series 7, Bonds, Bond Pricing, Fixed Income Strategies, Institutional Sales, Municipal Securities..., General Securities..., Uniform State Law..., Member Mazamas..., Grant Committee..., Elder, Southminster..., Municipal Bond Club of..., Financial Analysis, Bloomberg, Valuation
Education
Portland State University School of Business Administration 1979 — 1980
Bachelor of Science (B.S.), Finance/Law
University of Idaho 1976 — 1979
Finance, General
Kelli Roscoe Kelli Roscoe's Pacific Crest Securities Experience March 2014 - October 2014
Job Program Assistant, Bill & Melinda Gates Foundation
Industry Nonprofit Organization Management
Experience
Pacific Crest Securities March 2014 - October 2014
Philadelphia Insurance Companies December 2013 - March 2014
Oregon Legislature April 2013 - May 2013
Oregon Legislature January 2013 - May 2013
Bush Elementary School August 2012 - December 2012
Willamette University Rowing August 2011 - December 2011
LAMB Elementary January 2011 - May 2011
Franklin College Switzerland- Student Government August 2010 - December 2010
Skills
Leadership, Always Willing to Learn, Highly motivated..., Teamwork, Multi Tasking, Challenge Driven, Flexible to Change, Event Planning, Travel Planning, Complex Calendar...
Education
Willamette University 2011 — 2013
Bachelor of Arts (BA), Economics
Franklin University Switzerland 2010 — 2010
B.A, Economics
Pacific Crest Securities March 2014 - October 2014
Philadelphia Insurance Companies December 2013 - March 2014
Oregon Legislature April 2013 - May 2013
Oregon Legislature January 2013 - May 2013
Bush Elementary School August 2012 - December 2012
Willamette University Rowing August 2011 - December 2011
LAMB Elementary January 2011 - May 2011
Franklin College Switzerland- Student Government August 2010 - December 2010
Skills
Leadership, Always Willing to Learn, Highly motivated..., Teamwork, Multi Tasking, Challenge Driven, Flexible to Change, Event Planning, Travel Planning, Complex Calendar...
Education
Willamette University 2011 — 2013
Bachelor of Arts (BA), Economics
Franklin University Switzerland 2010 — 2010
B.A, Economics
Chris Kerns Chris Kerns's Pacific Crest Securities Experience August 2009 - Present
Job Director of Analytics & Research at Spredfast
Industry Internet
Experience
Spredfast (merged with Mass Relevance) November 2012 - Present
ROIKOI July 2013 - Present
Pacific Crest Securities August 2009 - Present
Bazaarvoice August 2010 - November 2012
ZAAZ, WPP August 2005 - August 2010
ZAAZ, WPP March 2003 - August 2005
Accenture 2000 - 2002
Skills
Web Analytics, Analytics, E-commerce, Digital Marketing, Data Analysis, Social Media, Digital Strategy, Online Advertising, Consumer Insights, A/B testing, Sentiment Analysis, Public Speaking, Python, Text Analytics, Real-time Marketing, CRM, Customer Insight, Google Analytics, SEO, Start-ups, User Experience, Marketing
Education
Bucknell University
BS, Business Administration
University of Washington
MBA
Spredfast (merged with Mass Relevance) November 2012 - Present
ROIKOI July 2013 - Present
Pacific Crest Securities August 2009 - Present
Bazaarvoice August 2010 - November 2012
ZAAZ, WPP August 2005 - August 2010
ZAAZ, WPP March 2003 - August 2005
Accenture 2000 - 2002
Skills
Web Analytics, Analytics, E-commerce, Digital Marketing, Data Analysis, Social Media, Digital Strategy, Online Advertising, Consumer Insights, A/B testing, Sentiment Analysis, Public Speaking, Python, Text Analytics, Real-time Marketing, CRM, Customer Insight, Google Analytics, SEO, Start-ups, User Experience, Marketing
Education
Bucknell University
BS, Business Administration
University of Washington
MBA
John Tesoro John Tesoro's Pacific Crest Securities Experience 2007 - 2009
Job VP, Americas Sales & Global Business Development at Danaher Industrial Technologies
Industry Information Technology and Services
Experience
Danaher - Industrial Technologies 2014 - Present
Danaher - Industrial Technologies 2012 - Present
Attua Advisers 2009 - 2012
Pacific Crest Securities 2007 - 2009
Canaccord Genuity Inc. 1997 - 2007
Alex. Brown & Sons 1991 - 1997
GenRad 1984 - 1989
Skills
Strategic Planning, Business Strategy, Mergers & Acquisitions, Strategic Leadership, Market Research, Marketing Strategy, Acquisition Integration, Go-to-market Strategy, Sales Management, Sales Process, Team Building, Team Leadership, Team Management, Cross-functional Team..., Project Management, Pricing Strategy, Talent Management, Talent Developer, Technology, Technology Management, Energy Industry, Condition Monitoring, Electrical Industry, Electrical Equipment, Software, Sensors, Power Utilities, Oil/Gas, Oil & Gas Industry, Strategy, Financial Modeling, Management, Business Development, Due Diligence, Corporate Development
Education
William E. Simon School of Business 1989 — 1991
MBA, Finance
Rensselaer Polytechnic Institute 1980 — 1984
Bachelor of Science (BS), Electrical Engineering
Danaher - Industrial Technologies 2014 - Present
Danaher - Industrial Technologies 2012 - Present
Attua Advisers 2009 - 2012
Pacific Crest Securities 2007 - 2009
Canaccord Genuity Inc. 1997 - 2007
Alex. Brown & Sons 1991 - 1997
GenRad 1984 - 1989
Skills
Strategic Planning, Business Strategy, Mergers & Acquisitions, Strategic Leadership, Market Research, Marketing Strategy, Acquisition Integration, Go-to-market Strategy, Sales Management, Sales Process, Team Building, Team Leadership, Team Management, Cross-functional Team..., Project Management, Pricing Strategy, Talent Management, Talent Developer, Technology, Technology Management, Energy Industry, Condition Monitoring, Electrical Industry, Electrical Equipment, Software, Sensors, Power Utilities, Oil/Gas, Oil & Gas Industry, Strategy, Financial Modeling, Management, Business Development, Due Diligence, Corporate Development
Education
William E. Simon School of Business 1989 — 1991
MBA, Finance
Rensselaer Polytechnic Institute 1980 — 1984
Bachelor of Science (BS), Electrical Engineering
Stephanie von der Luft's Pacific Crest Securities Experience April 2011 - Present
Job Managing Director, Head of Boston Sales at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities April 2011 - Present
BofA Merrill Lynch September 1999 - April 2011
Deutsche Bank Securities April 1996 - September 1999
Morgan Stanley September 1993 - April 1996
Cowen and Company June 1992 - September 1993
Education
Babson College 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Pacific Crest Securities April 2011 - Present
BofA Merrill Lynch September 1999 - April 2011
Deutsche Bank Securities April 1996 - September 1999
Morgan Stanley September 1993 - April 1996
Cowen and Company June 1992 - September 1993
Education
Babson College 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Thomas Oh's Pacific Crest Securities Experience September 2013 - March 2015
Job Senior Associate at Arrowroot Capital
Industry Venture Capital & Private Equity
Experience
Arrowroot Capital March 2015 - Present
Pacific Crest Securities September 2013 - March 2015
B. Riley & Co. May 2012 - July 2013
Mooreland Partners February 2012 - May 2012
KKR May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Arrowroot Capital March 2015 - Present
Pacific Crest Securities September 2013 - March 2015
B. Riley & Co. May 2012 - July 2013
Mooreland Partners February 2012 - May 2012
KKR May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Mon-Han (Hans) Chung, CFA Mon-Han (Hans) Chung, CFA's Pacific Crest Securities Experience July 2013 - Present
Job Equity Research
Industry Investment Banking
Experience
Pacific Crest Securities July 2013 - Present
IYoYo September 2012 - April 2013
Caris & Company July 2010 - April 2012
Chinatrust Commercial Bank July 2009 - August 2009
PIDA July 2007 - June 2008
AU Optronics March 2004 - November 2006
Cipherium Systems May 2003 - August 2003
Skills
NAND Flash, LCD, Valuation, Financial Analysis, Due Diligence, Semiconductors, Venture Capital, Equity Research, Corporate Finance, Private Equity, Mandarin, Mergers, Matlab, Renewable Energy, Equity Valuation, IC, Investments, Strategy, Product Development, Investment Banking, Capital Markets, Cross-functional Team..., Competitive Analysis, IPO, Emerging Markets, Bloomberg, Equities, Asset Managment, Corporate Development, Forecasting, VBA, Start-ups, Hedge Funds, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance, Corporate Strategy
University of Michigan 2002 — 2004
MS, Electrical Engineering
National Taiwan University 1998 — 2002
BS, Electrical Engineering
Pacific Crest Securities July 2013 - Present
IYoYo September 2012 - April 2013
Caris & Company July 2010 - April 2012
Chinatrust Commercial Bank July 2009 - August 2009
PIDA July 2007 - June 2008
AU Optronics March 2004 - November 2006
Cipherium Systems May 2003 - August 2003
Skills
NAND Flash, LCD, Valuation, Financial Analysis, Due Diligence, Semiconductors, Venture Capital, Equity Research, Corporate Finance, Private Equity, Mandarin, Mergers, Matlab, Renewable Energy, Equity Valuation, IC, Investments, Strategy, Product Development, Investment Banking, Capital Markets, Cross-functional Team..., Competitive Analysis, IPO, Emerging Markets, Bloomberg, Equities, Asset Managment, Corporate Development, Forecasting, VBA, Start-ups, Hedge Funds, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance, Corporate Strategy
University of Michigan 2002 — 2004
MS, Electrical Engineering
National Taiwan University 1998 — 2002
BS, Electrical Engineering
Adam Noily, CFA Adam Noily, CFA's Pacific Crest Securities Experience September 2012 - Present
Job Director, Investment Banking at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities September 2012 - Present
Pacific Crest Securities 2015 - 2015
Pacific Crest Securities 2015 - 2015
Cowen and Company July 2006 - October 2010
Independent 2003 - 2006
SoundView Technology Group 2000 - 2003
Chindex 1999 - 1999
Skills
Corporate Finance, Financial Modeling, Valuation, Equities, Investment Banking, IPO, Venture Capital, Mergers, Equity Research, Capital Markets, Financial Analysis, Due Diligence, Research, Bloomberg, Mergers & Acquisitions, Strategy, Emerging Markets, Hedge Funds, Business Valuation, LBO, Private Equity, M&A experience, Investments, Investor Relations, Business Development, Asset Management, Corporate Development, Alternative Investments, Equity Valuation
Education
University of California, Berkeley 1994 — 1998
A.B., Political Economy of Industrialized Societies
Cours de Civilisation Française de la Sorbonne 2011 — 2011
Intensive French language studies
Peking University 1996 — 1997
Intensive Chinese language studies
Lowell
MCDS
Pacific Crest Securities September 2012 - Present
Pacific Crest Securities 2015 - 2015
Pacific Crest Securities 2015 - 2015
Cowen and Company July 2006 - October 2010
Independent 2003 - 2006
SoundView Technology Group 2000 - 2003
Chindex 1999 - 1999
Skills
Corporate Finance, Financial Modeling, Valuation, Equities, Investment Banking, IPO, Venture Capital, Mergers, Equity Research, Capital Markets, Financial Analysis, Due Diligence, Research, Bloomberg, Mergers & Acquisitions, Strategy, Emerging Markets, Hedge Funds, Business Valuation, LBO, Private Equity, M&A experience, Investments, Investor Relations, Business Development, Asset Management, Corporate Development, Alternative Investments, Equity Valuation
Education
University of California, Berkeley 1994 — 1998
A.B., Political Economy of Industrialized Societies
Cours de Civilisation Française de la Sorbonne 2011 — 2011
Intensive French language studies
Peking University 1996 — 1997
Intensive Chinese language studies
Lowell
MCDS
Kenneth Douglas's Pacific Crest Securities Experience September 2010 - Present
Job Leader in FinTech Strategy and Payment Industry
Industry Financial Services
Experience
SEQR June 2015 - Present
Seamless Payments AB November 2013 - Present
Targeted Shopping Solutions, Inc. May 2010 - Present
EyeBuy November 2013 - Present
OrdrIT May 2013 - Present
Zipmark May 2010 - Present
Pacific Crest Securities September 2010 - Present
RedCritter Corp January 2009 - Present
Shelfbucks September 2013 - June 2015
Adility Inc. (acquired by inComm) May 2011 - May 2012
Skills
Business Strategy, Strategic Planning, Business Development, Payments, Payment Industry, Payment Card Processing, Mobile Payments, Strategic Partnerships, Project Management, Start-ups, Account Management, CRM, Cloud Computing, Due Diligence, E-commerce, Enterprise Software, Entrepreneurship, Executive Management, Finance, Integration, Lead Generation, Leadership, Management, Marketing, Mergers & Acquisitions, Mobile Devices, Negotiation, Product Management, Product Marketing, SaaS, Social Media, Strategy, Telecommunications, Venture Capital, Professional Services, Sales
Education
University of Arkansas 1979 — 1984
Data Processing Quantitative Analysis (DPQA)
SEQR June 2015 - Present
Seamless Payments AB November 2013 - Present
Targeted Shopping Solutions, Inc. May 2010 - Present
EyeBuy November 2013 - Present
OrdrIT May 2013 - Present
Zipmark May 2010 - Present
Pacific Crest Securities September 2010 - Present
RedCritter Corp January 2009 - Present
Shelfbucks September 2013 - June 2015
Adility Inc. (acquired by inComm) May 2011 - May 2012
Skills
Business Strategy, Strategic Planning, Business Development, Payments, Payment Industry, Payment Card Processing, Mobile Payments, Strategic Partnerships, Project Management, Start-ups, Account Management, CRM, Cloud Computing, Due Diligence, E-commerce, Enterprise Software, Entrepreneurship, Executive Management, Finance, Integration, Lead Generation, Leadership, Management, Marketing, Mergers & Acquisitions, Mobile Devices, Negotiation, Product Management, Product Marketing, SaaS, Social Media, Strategy, Telecommunications, Venture Capital, Professional Services, Sales
Education
University of Arkansas 1979 — 1984
Data Processing Quantitative Analysis (DPQA)
Justin Goschie Justin Goschie's Pacific Crest Securities Experience July 2014 - September 2014
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2015 - Present
Sapient Private Wealth Management October 2014 - June 2015
University of Oregon Investment Group October 2013 - June 2015
Pacific Crest Securities July 2014 - September 2014
Pacific Crest Securities June 2014 - July 2014
Credit Concepts Inc. September 2011 - June 2012
Skills
Equity Research, Equity Valuation, Financial Modeling, Economics, Data Analysis, Equity Derivatives, Financial Accounting, Econometrics, Analysis, Quantitative Analytics, Macroeconomics, Financial Economics, Financial Management, Monetary Policy, Financial Risk, Mathematics, Stata, Microsoft Excel
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Econometrics and Quantitative Economics
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting
RBC Capital Markets July 2015 - Present
Sapient Private Wealth Management October 2014 - June 2015
University of Oregon Investment Group October 2013 - June 2015
Pacific Crest Securities July 2014 - September 2014
Pacific Crest Securities June 2014 - July 2014
Credit Concepts Inc. September 2011 - June 2012
Skills
Equity Research, Equity Valuation, Financial Modeling, Economics, Data Analysis, Equity Derivatives, Financial Accounting, Econometrics, Analysis, Quantitative Analytics, Macroeconomics, Financial Economics, Financial Management, Monetary Policy, Financial Risk, Mathematics, Stata, Microsoft Excel
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Econometrics and Quantitative Economics
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting
Evan Wingren Evan Wingren's Pacific Crest Securities Experience October 2014 - Present
Job Research Associate at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities October 2014 - Present
D.A. Davidson & Co. July 2012 - September 2014
Skills
Equity Research, Financial Analysis, Financial Modeling, Paper and Forest..., Fiduciary, Microsoft Office, Mutual Funds, Equity Capital Markets, Publishing, Personal Finance
Education
Linfield College 2008 — 2012
Bachelor of Science, Finance
Pacific Crest Securities October 2014 - Present
D.A. Davidson & Co. July 2012 - September 2014
Skills
Equity Research, Financial Analysis, Financial Modeling, Paper and Forest..., Fiduciary, Microsoft Office, Mutual Funds, Equity Capital Markets, Publishing, Personal Finance
Education
Linfield College 2008 — 2012
Bachelor of Science, Finance
Todd Coulombe's Pacific Crest Securities Experience 2007 - 2012
Job Fellow Senate Committee on Small Business & Entrepreneurship
Industry Political Organization
Experience
Senate Committee on Small Business & Entrepreneurship July 2012 - December 2012
Pacific Crest Securities 2007 - 2012
GunnAllen Financial 2005 - 2006
UBS PaineWebber 1997 - 2004
Skills
FINRA License Series 7,..., FINRA Anti-Money..., Relationship Management, Due Diligence, Securities, Process Improvement, Equities
Education
Bentley College 1993 — 1996
Bachelor of Science (B.S.), Finance
Senate Committee on Small Business & Entrepreneurship July 2012 - December 2012
Pacific Crest Securities 2007 - 2012
GunnAllen Financial 2005 - 2006
UBS PaineWebber 1997 - 2004
Skills
FINRA License Series 7,..., FINRA Anti-Money..., Relationship Management, Due Diligence, Securities, Process Improvement, Equities
Education
Bentley College 1993 — 1996
Bachelor of Science (B.S.), Finance
Vineet Anand Vineet Anand's Pacific Crest Securities Experience October 2014 - Present
Job Payment Industry executive. Expertise in Product Strategy, Product Management, Emerging Payments & Innovation.
Industry Financial Services
Experience
Aumtech i-Solutions November 2011 - Present
Align Commerce February 2014 - Present
Pacific Crest Securities October 2014 - Present
GLG (Gerson Lehrman Group) July 2015 - Present
BWG Strategy LLC April 2015 - Present
Ridgetop Research June 2015 - Present
Western Union April 2013 - Present
Griffin Industries Ltd. December 2011 - March 2013
American Express Inc January 2008 - December 2011
American Express Inc., New York April 2006 - December 2008
Skills
Strategy, E-commerce, Product Management, Payments, Mobile Payments, Business Development, Credit Cards, Relationship Management, Mergers & Acquisitions, Payment Systems, Cross-functional Team..., Business Strategy, Strategic Planning, Payment Card Processing, Management, Product Development, Team Leadership, Payment Industry, P&L Management, E-payments, Cross-border..., Payment Gateways, Emerging Markets, Virtual Currency, Start-ups, Bill Payment, Global Product..., Cards, Merchant Services, Customer Service, Building Relationships, Project Portfolio..., Payment Services, Strategic Leadership, Competitive Analysis, Merchant Acquiring, Online Payment Solutions, Card Not Present, Executive Management, Card Acquiring, Partnerships, Channel Optimization, Online Payment, Six Sigma, Product Leadership, Product Strategy, Digital Product..., International Business..., Strategy Development, Recurring Billing
Education
University of Sydney, Australia 2001 — 2004
Masters of Project Management, Information Technology Project Management
Lancaster University 1999 — 2000
Master of Business Administration, E-Commerce/Electronic Commerce
University of Nicosia 2014 — 2014
DFIN511 - Digital Currencies, Crypto-currencies including Bitcoin, Ripple
Australasian Institute of NLP, Australia 2006 — 2006
NLP Practitioner, Neuro Linguistic Programming
Aumtech i-Solutions November 2011 - Present
Align Commerce February 2014 - Present
Pacific Crest Securities October 2014 - Present
GLG (Gerson Lehrman Group) July 2015 - Present
BWG Strategy LLC April 2015 - Present
Ridgetop Research June 2015 - Present
Western Union April 2013 - Present
Griffin Industries Ltd. December 2011 - March 2013
American Express Inc January 2008 - December 2011
American Express Inc., New York April 2006 - December 2008
Skills
Strategy, E-commerce, Product Management, Payments, Mobile Payments, Business Development, Credit Cards, Relationship Management, Mergers & Acquisitions, Payment Systems, Cross-functional Team..., Business Strategy, Strategic Planning, Payment Card Processing, Management, Product Development, Team Leadership, Payment Industry, P&L Management, E-payments, Cross-border..., Payment Gateways, Emerging Markets, Virtual Currency, Start-ups, Bill Payment, Global Product..., Cards, Merchant Services, Customer Service, Building Relationships, Project Portfolio..., Payment Services, Strategic Leadership, Competitive Analysis, Merchant Acquiring, Online Payment Solutions, Card Not Present, Executive Management, Card Acquiring, Partnerships, Channel Optimization, Online Payment, Six Sigma, Product Leadership, Product Strategy, Digital Product..., International Business..., Strategy Development, Recurring Billing
Education
University of Sydney, Australia 2001 — 2004
Masters of Project Management, Information Technology Project Management
Lancaster University 1999 — 2000
Master of Business Administration, E-Commerce/Electronic Commerce
University of Nicosia 2014 — 2014
DFIN511 - Digital Currencies, Crypto-currencies including Bitcoin, Ripple
Australasian Institute of NLP, Australia 2006 — 2006
NLP Practitioner, Neuro Linguistic Programming
Richard Petersen Richard Petersen's Pacific Crest Securities Experience June 2003 - May 2006
Job Principal at Levin Capital Strategies
Industry Investment Management
Experience
Levin Capital Strategies L.P. May 2006 - Present
Pacific Crest Securities June 2003 - May 2006
WR Hambrecht + Co February 2001 - May 2003
Credit Suisse March 1999 - May 2001
DoubleClick 1996 - 1998
Skills
Equities, Valuation, Financial Modeling, Equity Research, Equity Valuation
Education
Columbia Business School 1994 — 1996
MBA, Finance
Levin Capital Strategies L.P. May 2006 - Present
Pacific Crest Securities June 2003 - May 2006
WR Hambrecht + Co February 2001 - May 2003
Credit Suisse March 1999 - May 2001
DoubleClick 1996 - 1998
Skills
Equities, Valuation, Financial Modeling, Equity Research, Equity Valuation
Education
Columbia Business School 1994 — 1996
MBA, Finance
Doug Carpenter Doug Carpenter's Pacific Crest Securities Experience September 1999 - September 2000
Job
Industry Investment Management
Experience
AllianceBernstein Investments June 2004 - Present
West Coast Bank September 2000 - February 2004
Pacific Crest Securities September 1999 - September 2000
Deuschetes Investment Advisers October 1997 - September 1999
Texas Association of School Boards (TASB) 1996 - 1997
Frost Bank 1994 - 1996
Skills
Mutual Funds, Fixed Income, Equities, Client Service, Portfolio Management, Equity Trading, Risk Management, Risk Assessment, Risk Mitigation, Operational Risk, Operational Risk..., Operations Management, Operational Excellence, Operational Efficiency, People Management, Development Of People, Leadership Development, Organizational..., Thought Leadership, Strategic Leadership, Educational Leadership, Staff Training, Fixed Income Trading, Managed Accounts, Managing Accounts, Investment Management, Management, Financial Services
Education
The University of Texas at Austin 1991 — 1995
BBA
AllianceBernstein Investments June 2004 - Present
West Coast Bank September 2000 - February 2004
Pacific Crest Securities September 1999 - September 2000
Deuschetes Investment Advisers October 1997 - September 1999
Texas Association of School Boards (TASB) 1996 - 1997
Frost Bank 1994 - 1996
Skills
Mutual Funds, Fixed Income, Equities, Client Service, Portfolio Management, Equity Trading, Risk Management, Risk Assessment, Risk Mitigation, Operational Risk, Operational Risk..., Operations Management, Operational Excellence, Operational Efficiency, People Management, Development Of People, Leadership Development, Organizational..., Thought Leadership, Strategic Leadership, Educational Leadership, Staff Training, Fixed Income Trading, Managed Accounts, Managing Accounts, Investment Management, Management, Financial Services
Education
The University of Texas at Austin 1991 — 1995
BBA
Hobey Stuart Hobey Stuart's Pacific Crest Securities Experience 2003 - 2004
Job
Industry Real Estate
Experience
Cabot Properties, Inc. May 2013 - Present
Cabot Properties, Inc. October 2007 - May 2013
CBRE September 2004 - September 2007
Pacific Crest Securities 2003 - 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2003
BS
Brooks School 1995 — 1999
Dexter
Cabot Properties, Inc. May 2013 - Present
Cabot Properties, Inc. October 2007 - May 2013
CBRE September 2004 - September 2007
Pacific Crest Securities 2003 - 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2003
BS
Brooks School 1995 — 1999
Dexter
Alec Dalton, CGSP, CHIA's Pacific Crest Securities Experience April 2015 - Present
Job Hospitality Leader & Service Scientist
Industry Hospitality
Experience
The Ritz-Carlton Hotel Company, L.L.C. June 2015 - Present
Pacific Crest Securities April 2015 - Present
Boston University September 2012 - May 2015
The Ritz-Carlton Hotel Company, L.L.C. June 2014 - August 2014
The Walt Disney Company May 2013 - July 2014
The Ritz-Carlton Hotel Company, L.L.C. May 2013 - August 2013
The Walt Disney Company January 2013 - May 2013
Hotel Commonwealth May 2012 - December 2012
Grand Heritage Hotel Group June 2011 - August 2011
Skills
Hospitality, Hotels, Resorts, Front Office, Hospitality Management, Customer Service, Hotel Management, Restaurants, Time Management, Leadership, Hospitality Industry, Food & Beverage, Event Planning, Property Management..., Guest Service Management, Rooms Division, Customer Satisfaction, Opera, Revenue Analysis, Concierge Services, Tourism, Customer Experience..., Customer Relationship..., Organizational..., Theme Parks, Service Quality, Housekeeping, CRM
Education
Boston University 2011 — 2015
BS, Hospitality Administration, magna cum laude
Boston University 2012 — 2015
BS, Business Administration, magna cum laude
The Ritz-Carlton Hotel Company, L.L.C. June 2015 - Present
Pacific Crest Securities April 2015 - Present
Boston University September 2012 - May 2015
The Ritz-Carlton Hotel Company, L.L.C. June 2014 - August 2014
The Walt Disney Company May 2013 - July 2014
The Ritz-Carlton Hotel Company, L.L.C. May 2013 - August 2013
The Walt Disney Company January 2013 - May 2013
Hotel Commonwealth May 2012 - December 2012
Grand Heritage Hotel Group June 2011 - August 2011
Skills
Hospitality, Hotels, Resorts, Front Office, Hospitality Management, Customer Service, Hotel Management, Restaurants, Time Management, Leadership, Hospitality Industry, Food & Beverage, Event Planning, Property Management..., Guest Service Management, Rooms Division, Customer Satisfaction, Opera, Revenue Analysis, Concierge Services, Tourism, Customer Experience..., Customer Relationship..., Organizational..., Theme Parks, Service Quality, Housekeeping, CRM
Education
Boston University 2011 — 2015
BS, Hospitality Administration, magna cum laude
Boston University 2012 — 2015
BS, Business Administration, magna cum laude
Sourab (Rob) Narayana Sourab (Rob) Narayana's Pacific Crest Securities Experience October 2015 - Present
Job Investment Banking Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities October 2015 - Present
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Finance and Chemistry, Summa Cum Laude
Emmaus High School 2006 — 2010
Pacific Crest Securities October 2015 - Present
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Finance and Chemistry, Summa Cum Laude
Emmaus High School 2006 — 2010
Jason Celino Jason Celino's Pacific Crest Securities Experience May 2015 - Present
Job Equity Research Associate at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities May 2015 - Present
Pacific Crest Securities August 2014 - April 2015
Pacific Crest Securities June 2014 - August 2014
Aequitas Capital Management May 2013 - December 2013
Education
University of Portland
Bachelor of Business Administration (BBA), Finance, Accounting
Pacific Crest Securities May 2015 - Present
Pacific Crest Securities August 2014 - April 2015
Pacific Crest Securities June 2014 - August 2014
Aequitas Capital Management May 2013 - December 2013
Education
University of Portland
Bachelor of Business Administration (BBA), Finance, Accounting
Ajay Palaparty Ajay Palaparty's Pacific Crest Securities Experience March 2014 - Present
Job Analyst Investment Banking Technology
Industry Financial Services
Experience
Pacific Crest Securities March 2014 - Present
NACHA - Electronic Payments Association November 2013 - March 2014
J.P. Morgan June 2013 - August 2013
Ernst & Young June 2012 - August 2012
BASIX Microfinance Group June 2010 - August 2010
Merrill Lynch February 2010 - May 2010
Skills
Finance, Financial Accounting, Non-profits, SPSS, Stata, Microsoft Excel, PowerPoint, Nonprofits, Analysis, Community Outreach, Corporate Finance, International..., Strategy, Banking, Investment Banking, Management
Education
The London School of Economics and Political Science (LSE) 2011 — 2013
Master of Science, Management, Merit (65+)
HEC Paris 2012 — 2012
MiM Exchange Program, Financial Economics
New York University 2007 — 2011
Bachelor of Arts, Political Science / Economics and Business Studies
Pacific Crest Securities March 2014 - Present
NACHA - Electronic Payments Association November 2013 - March 2014
J.P. Morgan June 2013 - August 2013
Ernst & Young June 2012 - August 2012
BASIX Microfinance Group June 2010 - August 2010
Merrill Lynch February 2010 - May 2010
Skills
Finance, Financial Accounting, Non-profits, SPSS, Stata, Microsoft Excel, PowerPoint, Nonprofits, Analysis, Community Outreach, Corporate Finance, International..., Strategy, Banking, Investment Banking, Management
Education
The London School of Economics and Political Science (LSE) 2011 — 2013
Master of Science, Management, Merit (65+)
HEC Paris 2012 — 2012
MiM Exchange Program, Financial Economics
New York University 2007 — 2011
Bachelor of Arts, Political Science / Economics and Business Studies
Peter Cairney Peter Cairney's Pacific Crest Securities Experience 1999 - 2009
Job SVP, Institutional Equity Sales Trading at FBR
Industry Investment Banking
Experience
FBR Capital Markets October 2013 - Present
Lazard Capital Markets February 2009 - October 2013
Pacific Crest Securities 1999 - 2009
Salomon Smith Barney 1998 - 1999
Bear Stearns 1993 - 1997
United States Marine Corps 1985 - 1991
Education
University of Notre Dame 1997 — 1998
MBA, Finance
Saint John's University 1981 — 1985
BS, Finance
FBR Capital Markets October 2013 - Present
Lazard Capital Markets February 2009 - October 2013
Pacific Crest Securities 1999 - 2009
Salomon Smith Barney 1998 - 1999
Bear Stearns 1993 - 1997
United States Marine Corps 1985 - 1991
Education
University of Notre Dame 1997 — 1998
MBA, Finance
Saint John's University 1981 — 1985
BS, Finance
Peter Bailey Peter Bailey's Pacific Crest Securities Experience 2002 - 2003
Job Chief Executive Officer at Vertical Communications
Industry Telecommunications
Experience
Vertical Communications May 2011 - Present
Vertical Communications October 2009 - May 2011
Vertical Communications October 2004 - October 2009
ThinkEquity Partners 2003 - 2004
Pacific Crest Securities 2002 - 2003
Carrier 1 1999 - 2002
ICON Magazine 1996 - 1999
Salomon Brothers 1994 - 1996
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, Start-ups, Mergers
Education
Princeton University 1990 — 1994
BA, English
Vertical Communications May 2011 - Present
Vertical Communications October 2009 - May 2011
Vertical Communications October 2004 - October 2009
ThinkEquity Partners 2003 - 2004
Pacific Crest Securities 2002 - 2003
Carrier 1 1999 - 2002
ICON Magazine 1996 - 1999
Salomon Brothers 1994 - 1996
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, Start-ups, Mergers
Education
Princeton University 1990 — 1994
BA, English
Erik Krieger Erik Krieger's Pacific Crest Securities Experience June 1989 - December 2002
Job Managing General Partner at Riverlake Partners
Industry Venture Capital & Private Equity
Experience
Riverlake Partners January 2003 - Present
CLEANPAK International January 2003 - March 2005
Pacific Crest Securities June 1989 - December 2002
PaineWebber June 1986 - June 1989
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
University of Oregon 1978 — 1982
BA & BS, Economics & Finance
Riverlake Partners January 2003 - Present
CLEANPAK International January 2003 - March 2005
Pacific Crest Securities June 1989 - December 2002
PaineWebber June 1986 - June 1989
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
University of Oregon 1978 — 1982
BA & BS, Economics & Finance
Gerard Stascausky's Pacific Crest Securities Experience April 2003 - May 2008
Job Managing Director at Iron Bridge Mortgage Fund LLC
Industry Investment Management
Experience
Iron Bridge Mortgage Fund LLC May 2008 - Present
Pacific Crest Securities April 2003 - May 2008
Credit Suisse First Boston March 1999 - March 2003
Montgomery Securities 1995 - 1998
Sutter Securities Incorporated 1993 - 1995
Education
University of California, Davis 1988 — 1993
BA, Economics
Chartered Financial Analyst, CFA Institute
Iron Bridge Mortgage Fund LLC May 2008 - Present
Pacific Crest Securities April 2003 - May 2008
Credit Suisse First Boston March 1999 - March 2003
Montgomery Securities 1995 - 1998
Sutter Securities Incorporated 1993 - 1995
Education
University of California, Davis 1988 — 1993
BA, Economics
Chartered Financial Analyst, CFA Institute
Jose Michael Leis Jose Michael Leis's Pacific Crest Securities Experience May 2005 - August 2005
Job Senior Consultant, Medicare Part D Strategy at CVS Caremark Corporation
Industry Management Consulting
Experience
CVS Caremark Corporation April 2014 - Present
3e. January 2008 - Present
Strategic insights group December 2012 - May 2013
Davita rx January 2011 - September 2012
Blu Skye Sustainability Consulting August 2007 - January 2008
Bain & Company August 2006 - August 2007
Pacific Crest Securities May 2005 - August 2005
Skills
Strategy, Analytics, Mergers
Education
Stanford University 2008 — 2010
M.S., Management Science and Engineering
University of Puget Sound 2002 — 2006
B.A., Honors Business, Economics
Lake Oswego Highschool
CVS Caremark Corporation April 2014 - Present
3e. January 2008 - Present
Strategic insights group December 2012 - May 2013
Davita rx January 2011 - September 2012
Blu Skye Sustainability Consulting August 2007 - January 2008
Bain & Company August 2006 - August 2007
Pacific Crest Securities May 2005 - August 2005
Skills
Strategy, Analytics, Mergers
Education
Stanford University 2008 — 2010
M.S., Management Science and Engineering
University of Puget Sound 2002 — 2006
B.A., Honors Business, Economics
Lake Oswego Highschool
Robert Finlay Robert Finlay's Pacific Crest Securities Experience January 2015 - Present
Job Mosaic Product Associate at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities January 2015 - Present
JDSU 2011 - Present
Network Instruments 2014 - January 2015
Meadows Race Team 2012 - April 2014
Knowledge Universe 2008 - 2011
Fluke Networks 2002 - 2008
Sabrix 2001 - 2002
Preview Systems 2000 - 2001
WebTrends 1998 - 2000
Network General/ Network Associates 1993 - 1999
Skills
Product Management, SaaS, Enterprise Software, Cloud Computing, Program Management, Business Development, Product Development, Product Marketing, Integration, Product Launch, Start-ups, Marketing Strategy, Team Management, Strategic Planning, VoIP, Process Improvement, Team Leadership, Team Building, Budgets, Sales Operations, Cross-functional Team..., Customer Relations, New Business Development, Vendor Management, Sales Support, Business Analysis, Budgeting, Payment Gateways, Electronic Payments, ACH, Web Services, RESTful WebServices, Investment Banking, Industry Analyst...
Education
University of Washington 2004 — 2006
EMBA
University of Washington, Michael G. Foster School of Business 2004 — 2006
MBA
Skidmore College 1983 — 1987
Bachelor's degree
Noble and Greenough 1979 — 1983
Pacific Crest Securities January 2015 - Present
JDSU 2011 - Present
Network Instruments 2014 - January 2015
Meadows Race Team 2012 - April 2014
Knowledge Universe 2008 - 2011
Fluke Networks 2002 - 2008
Sabrix 2001 - 2002
Preview Systems 2000 - 2001
WebTrends 1998 - 2000
Network General/ Network Associates 1993 - 1999
Skills
Product Management, SaaS, Enterprise Software, Cloud Computing, Program Management, Business Development, Product Development, Product Marketing, Integration, Product Launch, Start-ups, Marketing Strategy, Team Management, Strategic Planning, VoIP, Process Improvement, Team Leadership, Team Building, Budgets, Sales Operations, Cross-functional Team..., Customer Relations, New Business Development, Vendor Management, Sales Support, Business Analysis, Budgeting, Payment Gateways, Electronic Payments, ACH, Web Services, RESTful WebServices, Investment Banking, Industry Analyst...
Education
University of Washington 2004 — 2006
EMBA
University of Washington, Michael G. Foster School of Business 2004 — 2006
MBA
Skidmore College 1983 — 1987
Bachelor's degree
Noble and Greenough 1979 — 1983
Alex Kennedy Alex Kennedy's Pacific Crest Securities Experience August 2014 - Present
Job Investment Banking Associate at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities August 2014 - Present
Jacobs Capital January 2014 - May 2014
Wells Fargo Securities June 2013 - August 2013
TSE, Inc. June 2009 - June 2012
University of Massachusetts Amherst September 2007 - December 2008
General Cable May 2008 - August 2008
Johnson & Johnson June 2007 - May 2008
Skills
Statistics, Project Planning, Operations Research, Data Analysis, Matlab, Microsoft Excel, Bloomberg, Capital IQ, PerTrac, Financial Modeling, Financial Economics, Project Management, Programming, AutoCAD, Microsoft Office, Technical Writing, Guitar, Sailing, Research, Statistical Modeling, Factset, Process Improvement, Corporate Finance, PowerPoint, Valuation, Financial Analysis, Microsoft Word, Finance, Simulations, Proposal Writing, Engineering
Education
UNC Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
University of Massachusetts, Amherst
B.A. , B.S., Economics, Industrial Engineering
Chelmsford High School
Pacific Crest Securities August 2014 - Present
Jacobs Capital January 2014 - May 2014
Wells Fargo Securities June 2013 - August 2013
TSE, Inc. June 2009 - June 2012
University of Massachusetts Amherst September 2007 - December 2008
General Cable May 2008 - August 2008
Johnson & Johnson June 2007 - May 2008
Skills
Statistics, Project Planning, Operations Research, Data Analysis, Matlab, Microsoft Excel, Bloomberg, Capital IQ, PerTrac, Financial Modeling, Financial Economics, Project Management, Programming, AutoCAD, Microsoft Office, Technical Writing, Guitar, Sailing, Research, Statistical Modeling, Factset, Process Improvement, Corporate Finance, PowerPoint, Valuation, Financial Analysis, Microsoft Word, Finance, Simulations, Proposal Writing, Engineering
Education
UNC Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
University of Massachusetts, Amherst
B.A. , B.S., Economics, Industrial Engineering
Chelmsford High School
Kylie (aka Yihua) Kong Post's Pacific Crest Securities Experience 2008 - 2012
Job Specialist of business development, marketing and client relationship management between U.S. and China.
Industry Education Management
Experience
University of Oregon May 2013 - Present
Great Wall Club October 2012 - October 2012
Pacific Crest Securities 2008 - 2012
Portland State University September 2006 - June 2008
Hebei Pengcheng Dajiu Group 2004 - 2006
Shanghai Jiao Da Onlly Co. Ltd June 2000 - August 2000
Skills
Marketing Research and..., China Business..., Research Product..., Mandarin, Japanese, Business Statistics, Product Development, Research, Marketing, Entrepreneurship, Product Management, Chinese, Cross-functional Team..., Business Development, Leadership, Market Research, Management, Marketing Strategy, Sales, Start-ups, Strategy
Education
Portland State University - School of Business 2006 — 2008
MBA, Management of Innovation and Technology
Hebei University 2003 — 2006
Master of Arts, English Linguistics
University of Oregon May 2013 - Present
Great Wall Club October 2012 - October 2012
Pacific Crest Securities 2008 - 2012
Portland State University September 2006 - June 2008
Hebei Pengcheng Dajiu Group 2004 - 2006
Shanghai Jiao Da Onlly Co. Ltd June 2000 - August 2000
Skills
Marketing Research and..., China Business..., Research Product..., Mandarin, Japanese, Business Statistics, Product Development, Research, Marketing, Entrepreneurship, Product Management, Chinese, Cross-functional Team..., Business Development, Leadership, Market Research, Management, Marketing Strategy, Sales, Start-ups, Strategy
Education
Portland State University - School of Business 2006 — 2008
MBA, Management of Innovation and Technology
Hebei University 2003 — 2006
Master of Arts, English Linguistics
Kay Lang Kay Lang's Pacific Crest Securities Experience 1993 - 1995
Job Equity Trader / Client Service / Investments
Industry Financial Services
Experience
Ben James Investment Planning June 2014 - Present
Columbia Management 1995 - 2013
Pacific Crest Securities 1993 - 1995
Skills
Equities, Analytics, Account Reconciliation, Bloomberg, Customer Service, Microsoft Office, Research, Trading, Project Management, Market Analysis, Hedge Funds, Mutual Funds, Series 7, Series 63, Investment Banking, Portfolio Management, Finance, Asset Management, Longview, Investment Strategies
Education
University of Oregon
Bachelor's degree, Double Major in Finance and Marketing
Beaverton High School
Ben James Investment Planning June 2014 - Present
Columbia Management 1995 - 2013
Pacific Crest Securities 1993 - 1995
Skills
Equities, Analytics, Account Reconciliation, Bloomberg, Customer Service, Microsoft Office, Research, Trading, Project Management, Market Analysis, Hedge Funds, Mutual Funds, Series 7, Series 63, Investment Banking, Portfolio Management, Finance, Asset Management, Longview, Investment Strategies
Education
University of Oregon
Bachelor's degree, Double Major in Finance and Marketing
Beaverton High School
Joseph Tou Joseph Tou's Pacific Crest Securities Experience August 2001 - December 2003
Job Senior Executive Director Corporate Development at Sony
Industry Consumer Electronics
Experience
Sony 2010 - Present
Mavent Partners 2008 - 2010
Bertram Capital 2006 - 2008
Solectron January 2004 - August 2006
Pacific Crest Securities August 2001 - December 2003
Intel 1998 - 2001
Ford Motor Company January 1990 - August 1996
Schlumberger CAD/CAM (Acquired by Siemens AG) 1988 - 1990
Skills
Corporate Development, Venture Capital, Mergers, Financial Modeling, Private Equity, M&A experience, Business Strategy, Start-ups, Valuation, Due Diligence, Product Management, Strategy, Strategic Partnerships, Competitive Analysis, Business Development, Mergers & Acquisitions, Management, Go-to-market Strategy, Leadership, Investments, Enterprise Software, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing, Strategy
Northwestern University 1992 — 1993
MS, Operations Research
University of Michigan 1986 — 1990
BS, Computer Engineering
Sony 2010 - Present
Mavent Partners 2008 - 2010
Bertram Capital 2006 - 2008
Solectron January 2004 - August 2006
Pacific Crest Securities August 2001 - December 2003
Intel 1998 - 2001
Ford Motor Company January 1990 - August 1996
Schlumberger CAD/CAM (Acquired by Siemens AG) 1988 - 1990
Skills
Corporate Development, Venture Capital, Mergers, Financial Modeling, Private Equity, M&A experience, Business Strategy, Start-ups, Valuation, Due Diligence, Product Management, Strategy, Strategic Partnerships, Competitive Analysis, Business Development, Mergers & Acquisitions, Management, Go-to-market Strategy, Leadership, Investments, Enterprise Software, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing, Strategy
Northwestern University 1992 — 1993
MS, Operations Research
University of Michigan 1986 — 1990
BS, Computer Engineering
Glen Kruger's Pacific Crest Securities Experience September 2012 - Present
Job Vice President, Technology Investment Banking at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities September 2012 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Finance
University of Natal, South Africa 1993 — 1997
BSc, Mechanical Engineering
Pacific Crest Securities September 2012 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Finance
University of Natal, South Africa 1993 — 1997
BSc, Mechanical Engineering
Cliff Anderson Cliff Anderson's Pacific Crest Securities Experience February 2004 - Present
Job Owner, Anderson Family Vineyard
Industry Farming
Experience
Pacific Crest Securities February 2004 - Present
Anderson Family Vineyard January 1990 - Present
Griggs-Anderson Research 1979 - 1998
GMA Reseach May 1974 - August 1979
San Diego Reseach Associates June 1970 - December 1973
Education
San Diego State University-California State University 1968 — 1973
MA, Research Social Psychology
Aurora University 1964 — 1968
BA, Psychology/sociology
Pacific Crest Securities February 2004 - Present
Anderson Family Vineyard January 1990 - Present
Griggs-Anderson Research 1979 - 1998
GMA Reseach May 1974 - August 1979
San Diego Reseach Associates June 1970 - December 1973
Education
San Diego State University-California State University 1968 — 1973
MA, Research Social Psychology
Aurora University 1964 — 1968
BA, Psychology/sociology
Greg Weissman Greg Weissman's Pacific Crest Securities Experience 2006 - 2007
Job Consultant Relations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2011 - Present
Old Mutual Asset Management November 2008 - January 2012
Cowen and Company 2007 - 2008
Pacific Crest Securities 2006 - 2007
Jefferies & Company 2004 - 2006
SoundView Technology Group 2000 - 2004
Education
Southern Methodist University - Cox School of Business
BBA
Putnam Investments December 2011 - Present
Old Mutual Asset Management November 2008 - January 2012
Cowen and Company 2007 - 2008
Pacific Crest Securities 2006 - 2007
Jefferies & Company 2004 - 2006
SoundView Technology Group 2000 - 2004
Education
Southern Methodist University - Cox School of Business
BBA
Robert McAdam Robert McAdam's Pacific Crest Securities Experience June 2013 - August 2013
Job Corporate & Investment Banking Analyst at Mizuho Bank
Industry Investment Banking
Experience
Mizuho Bank August 2014 - Present
Pacific Crest Securities June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office..., Pivot Tables, Data Analysis, Solver, SPSS, Corporate Finance, Financial Analysis, Investment Banking, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research, Social Media
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BS), Finance & Information Systems, summa cum laude
ESADE Business School 2012 — 2012
International Exchange Program
Christian Brothers Academy 2006 — 2010
Mizuho Bank August 2014 - Present
Pacific Crest Securities June 2013 - August 2013
TD Ameritrade May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office..., Pivot Tables, Data Analysis, Solver, SPSS, Corporate Finance, Financial Analysis, Investment Banking, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research, Social Media
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BS), Finance & Information Systems, summa cum laude
ESADE Business School 2012 — 2012
International Exchange Program
Christian Brothers Academy 2006 — 2010
Donna Prideaux's Pacific Crest Securities Experience November 2010 - Present
Job Research Editor at Pacific Crest Securities
Industry Investment Banking
Experience
Self-Employed June 2015 - Present
Pacific Crest Securities November 2010 - Present
Self-Employed August 2004 - Present
Russell Investments June 2006 - April 2009
Russell Investments June 2004 - June 2006
Russell Investments March 2003 - June 2004
Russell Investments May 2001 - February 2003
Various October 1990 - May 2001
Skills
Editing, Desktop Publishing, Proofreading, Event Management, Graphic Design, Web Design, Adobe Creative Suite, JavaScript, Writing, Public Relations, Corporate Branding, Speaker Management, Client Communications, Process Improvement, Production Management, Attention To Detail, MS Office Suite, Legal Documentation, SEC compliance, Transcription, Metrics, Business Process, FrameMaker, Client Relationship..., Production Schedules, HTML + CSS, PHP, Style Guides, AP Style, Press Releases, Series 7, Event Planning, Series 63, Series 24, Microsoft Office
Education
Portland Community College 2010 — 2011
AAS, Website Design & Development, 4.0
University of Washington 2005 — 2006
Certificate, Editing
Oregon School of Massage 1998 — 2000
Certification, Massage Therapy/Therapeutic Massage
Lewis and Clark College 1992 — 1994
BA, Communications
University of Portland 1988 — 1990
N/A, Business Administration
Self-Employed June 2015 - Present
Pacific Crest Securities November 2010 - Present
Self-Employed August 2004 - Present
Russell Investments June 2006 - April 2009
Russell Investments June 2004 - June 2006
Russell Investments March 2003 - June 2004
Russell Investments May 2001 - February 2003
Various October 1990 - May 2001
Skills
Editing, Desktop Publishing, Proofreading, Event Management, Graphic Design, Web Design, Adobe Creative Suite, JavaScript, Writing, Public Relations, Corporate Branding, Speaker Management, Client Communications, Process Improvement, Production Management, Attention To Detail, MS Office Suite, Legal Documentation, SEC compliance, Transcription, Metrics, Business Process, FrameMaker, Client Relationship..., Production Schedules, HTML + CSS, PHP, Style Guides, AP Style, Press Releases, Series 7, Event Planning, Series 63, Series 24, Microsoft Office
Education
Portland Community College 2010 — 2011
AAS, Website Design & Development, 4.0
University of Washington 2005 — 2006
Certificate, Editing
Oregon School of Massage 1998 — 2000
Certification, Massage Therapy/Therapeutic Massage
Lewis and Clark College 1992 — 1994
BA, Communications
University of Portland 1988 — 1990
N/A, Business Administration
Mitch Craig Mitch Craig's Pacific Crest Securities Experience February 2015 - Present
Job Investment Banking Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities February 2015 - Present
D.A. Davidson & Co. August 2013 - February 2015
D.A. Davidson & Co. June 2012 - April 2013
Education
The University of Montana 2008 — 2012
Bachelor of Science (BS), Finance Major, Economics and Spanish Minors
CFA Institute
CFA Level II Candidate
Pacific Crest Securities February 2015 - Present
D.A. Davidson & Co. August 2013 - February 2015
D.A. Davidson & Co. June 2012 - April 2013
Education
The University of Montana 2008 — 2012
Bachelor of Science (BS), Finance Major, Economics and Spanish Minors
CFA Institute
CFA Level II Candidate
Kevin Shepherd Kevin Shepherd's Pacific Crest Securities Experience June 2012 - August 2012
Job Associate Product Manager at SEPHORA
Industry Internet
Experience
SEPHORA March 2015 - Present
PayByGroup October 2012 - March 2015
Pacific Crest Securities June 2012 - August 2012
Orbitz Worldwide June 2011 - September 2011
Qunar.com January 2011 - March 2011
HomeAway June 2005 - September 2009
Skills
Microsoft Excel, Mandarin, PowerPoint, Financial Analysis, Online Travel, Writing, Copy Editing, Qualitative Research, Public Speaking, Financial Modeling, Analysis, Business Analysis, Social Media, Sales, Competitive Analysis, Start-ups
Education
Northwestern University 2008 — 2012
BA, Economics, Asian & Middle Eastern Studies
SEPHORA March 2015 - Present
PayByGroup October 2012 - March 2015
Pacific Crest Securities June 2012 - August 2012
Orbitz Worldwide June 2011 - September 2011
Qunar.com January 2011 - March 2011
HomeAway June 2005 - September 2009
Skills
Microsoft Excel, Mandarin, PowerPoint, Financial Analysis, Online Travel, Writing, Copy Editing, Qualitative Research, Public Speaking, Financial Modeling, Analysis, Business Analysis, Social Media, Sales, Competitive Analysis, Start-ups
Education
Northwestern University 2008 — 2012
BA, Economics, Asian & Middle Eastern Studies
Rip Furniss Rip Furniss's Pacific Crest Securities Experience June 2013 - August 2015
Job Investment Banking Analyst at GCA Savvian
Industry Investment Banking
Experience
GCA Savvian August 2015 - Present
Pacific Crest Securities June 2013 - August 2015
Tobin & Company Investment Banking Group LLC June 2012 - February 2013
Ironwood Capital February 2012 - May 2012
BNY Mellon Wealth Management June 2011 - August 2011
Waddell & Reed June 2010 - August 2010
Skills
Series 79, Series 63, Valuation, Financial Modeling, Financial Analysis, DCF, Economics, Corporate Finance, Investment Banking, Mergers & Acquisitions, Quantitative Analytics, Bloomberg Terminal
Education
Trinity College-Hartford 2008 — 2012
Economics
INSTEP at Cambridge University 2011 — 2011
Suffield Academy 2004 — 2008
Saint David's School
GCA Savvian August 2015 - Present
Pacific Crest Securities June 2013 - August 2015
Tobin & Company Investment Banking Group LLC June 2012 - February 2013
Ironwood Capital February 2012 - May 2012
BNY Mellon Wealth Management June 2011 - August 2011
Waddell & Reed June 2010 - August 2010
Skills
Series 79, Series 63, Valuation, Financial Modeling, Financial Analysis, DCF, Economics, Corporate Finance, Investment Banking, Mergers & Acquisitions, Quantitative Analytics, Bloomberg Terminal
Education
Trinity College-Hartford 2008 — 2012
Economics
INSTEP at Cambridge University 2011 — 2011
Suffield Academy 2004 — 2008
Saint David's School
Chudan (Rachel) Luo's Pacific Crest Securities Experience June 2011 - August 2011
Job Student at Indiana University Kelley School of Business
Industry Investment Banking
Experience
Intel June 2012 - Present
Pacific Crest Securities June 2011 - August 2011
Yinke Venture Capital July 2010 - August 2010
Dream Corps May 2010 - June 2010
Skills
Mathematics, PowerPoint, Data Analysis, Microsoft Excel, Economics, Access
Education
Indiana University - Kelley School of Business 2008 — 2012
Indiana University Bloomington 2008 — 2012
Bachelor of Arts, Mathematics
Intel June 2012 - Present
Pacific Crest Securities June 2011 - August 2011
Yinke Venture Capital July 2010 - August 2010
Dream Corps May 2010 - June 2010
Skills
Mathematics, PowerPoint, Data Analysis, Microsoft Excel, Economics, Access
Education
Indiana University - Kelley School of Business 2008 — 2012
Indiana University Bloomington 2008 — 2012
Bachelor of Arts, Mathematics
Lee Lenker Lee Lenker's Pacific Crest Securities Experience January 2014 - Present
Job Investment Banking Associate at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities January 2014 - Present
Pacific Crest Securities October 2010 - January 2014
South Eugene High School March 2009 - June 2010
Columbia Financial Advisors Inc. June 2009 - August 2009
Skills
Financial Modeling, DCF, Valuation, Equities, Financial Analysis, Microsoft Office, Corporate Finance, Equity Valuation
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Business Administration, Finance
Pacific Crest Securities January 2014 - Present
Pacific Crest Securities October 2010 - January 2014
South Eugene High School March 2009 - June 2010
Columbia Financial Advisors Inc. June 2009 - August 2009
Skills
Financial Modeling, DCF, Valuation, Equities, Financial Analysis, Microsoft Office, Corporate Finance, Equity Valuation
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
Business Administration, Finance
Chelsey Gover's Pacific Crest Securities Experience September 2011 - July 2013
Job Leave Specialist at Umpqua Bank
Industry Human Resources
Experience
Umpqua Bank July 2014 - Present
Umpqua Bank April 2014 - July 2014
OIA GLOBAL July 2013 - April 2014
Pacific Crest Securities September 2011 - July 2013
Farmers Insurance & Financial Services January 2009 - September 2011
Farmers Insurance & Financial Services January 2008 - December 2008
Banner Bank April 2007 - December 2007
OHSU January 2007 - April 2007
US Bank June 2003 - August 2005
Byers, Neumeyer and Bradford, CPA January 2003 - May 2003
Skills
Outlook, Leadership, Microsoft Excel, Microsoft Office, Recruiting, Employee Relations, Human Resources, Training, Performance Management, Interviews, Employee Benefits, Management, Onboarding, HRIS, Analysis, Time Management, Event Planning, Customer Service, Sales, System Administration, Data Entry, Data Analysis, Strategic Planning, Hiring, Process Improvement, Public Speaking, Research, Retail, Insurance, Personnel Management, Social Networking, Coaching, Event Management, Social Media, Sales Management, Microsoft Word, Teamwork, Fundraising, Team Leadership, Marketing, Financial Analysis, Project Management, New Hire Orientations, Benefits Administration, Administration
Education
Portland State University - School of Business 2005 — 2011
B.S., Business Administration HR Management, Business Administration Management & Leadership
The Dalles Wahtonka High School 2001 — 2005
Diploma
Continuing Education Trainings
Umpqua Bank July 2014 - Present
Umpqua Bank April 2014 - July 2014
OIA GLOBAL July 2013 - April 2014
Pacific Crest Securities September 2011 - July 2013
Farmers Insurance & Financial Services January 2009 - September 2011
Farmers Insurance & Financial Services January 2008 - December 2008
Banner Bank April 2007 - December 2007
OHSU January 2007 - April 2007
US Bank June 2003 - August 2005
Byers, Neumeyer and Bradford, CPA January 2003 - May 2003
Skills
Outlook, Leadership, Microsoft Excel, Microsoft Office, Recruiting, Employee Relations, Human Resources, Training, Performance Management, Interviews, Employee Benefits, Management, Onboarding, HRIS, Analysis, Time Management, Event Planning, Customer Service, Sales, System Administration, Data Entry, Data Analysis, Strategic Planning, Hiring, Process Improvement, Public Speaking, Research, Retail, Insurance, Personnel Management, Social Networking, Coaching, Event Management, Social Media, Sales Management, Microsoft Word, Teamwork, Fundraising, Team Leadership, Marketing, Financial Analysis, Project Management, New Hire Orientations, Benefits Administration, Administration
Education
Portland State University - School of Business 2005 — 2011
B.S., Business Administration HR Management, Business Administration Management & Leadership
The Dalles Wahtonka High School 2001 — 2005
Diploma
Continuing Education Trainings
Sasha Petrova Sasha Petrova's Pacific Crest Securities Experience December 2011 - August 2012
Job Judicial Law Clerk at Oregon Court of Appeals
Industry Law Practice
Experience
Oregon Court of Appeals August 2015 - Present
FEI Company August 2014 - May 2015
Harris, Wyatt & Amala LLC May 2013 - July 2014
Pacific Crest Securities December 2011 - August 2012
University of Oregon 2010 - August 2011
The Limited June 2010 - December 2010
Cathy Jean December 2007 - January 2010
MetroOne June 2008 - September 2008
Skills
Legal Writing, Leadership, Customer Service, Management, Legal Research, Sales, Public Speaking, Facebook, PowerPoint, Research
Education
Willamette University College of Law 2012 — 2015
Juris Doctor (J.D.), Summa Cum Laude
University of Oregon 2007 — 2011
B.A, Political Science, Minor: Business Administration
Oregon Court of Appeals August 2015 - Present
FEI Company August 2014 - May 2015
Harris, Wyatt & Amala LLC May 2013 - July 2014
Pacific Crest Securities December 2011 - August 2012
University of Oregon 2010 - August 2011
The Limited June 2010 - December 2010
Cathy Jean December 2007 - January 2010
MetroOne June 2008 - September 2008
Skills
Legal Writing, Leadership, Customer Service, Management, Legal Research, Sales, Public Speaking, Facebook, PowerPoint, Research
Education
Willamette University College of Law 2012 — 2015
Juris Doctor (J.D.), Summa Cum Laude
University of Oregon 2007 — 2011
B.A, Political Science, Minor: Business Administration
Palin Liu's Pacific Crest Securities Experience May 2015 - Present
Job Summer Associate at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities May 2015 - Present
Lowe Institute of Political Economy August 2014 - Present
Equinix June 2014 - September 2014
Kerio Technologies September 2013 - February 2014
Vroomeo July 2013 - September 2013
The Citizen's Institute June 2013 - September 2013
Claremont McKenna College Tutoring January 2013 - May 2013
Claremont McKenna College Marian Miner Cook Athenaeum January 2013 - May 2013
Claremont McKenna College, Office of Admissions April 2012 - May 2013
Gemini Packaging Ltd. July 2012 - August 2012
Skills
Equity Research, Data Analysis, Fundamental Analysis, FactSet, Microsoft Excel, Microsoft Word, Google Analytics, Marketing, Community Outreach, Basecamp, Google Adwords, Social Media Marketing, Marketing Strategy, Cold Calling, Business Development, Creative Pitching, Tableau
Education
Claremont McKenna College 2015 — 2016
Master’s Degree, Finance
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics
St. George's School 2001 — 2011
High School Diploma
Pacific Crest Securities May 2015 - Present
Lowe Institute of Political Economy August 2014 - Present
Equinix June 2014 - September 2014
Kerio Technologies September 2013 - February 2014
Vroomeo July 2013 - September 2013
The Citizen's Institute June 2013 - September 2013
Claremont McKenna College Tutoring January 2013 - May 2013
Claremont McKenna College Marian Miner Cook Athenaeum January 2013 - May 2013
Claremont McKenna College, Office of Admissions April 2012 - May 2013
Gemini Packaging Ltd. July 2012 - August 2012
Skills
Equity Research, Data Analysis, Fundamental Analysis, FactSet, Microsoft Excel, Microsoft Word, Google Analytics, Marketing, Community Outreach, Basecamp, Google Adwords, Social Media Marketing, Marketing Strategy, Cold Calling, Business Development, Creative Pitching, Tableau
Education
Claremont McKenna College 2015 — 2016
Master’s Degree, Finance
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics
St. George's School 2001 — 2011
High School Diploma
Rishi Jaluria Rishi Jaluria's Pacific Crest Securities Experience May 2013 - June 2013
Job Equity Research Associate at JMP Securities
Industry Investment Management
Experience
JMP Securities September 2014 - Present
Amazon June 2013 - September 2013
Pacific Crest Securities May 2013 - June 2013
ICICI Bank March 2013 - April 2013
J.P. Morgan Securities May 2009 - August 2012
UBS Wealth Management July 2008 - April 2009
AT&T May 2007 - August 2007
Sensitron May 2006 - August 2006
DemandVideo, Inc. June 1999 - September 1999
Diva, Inc. June 1998 - September 1998
Skills
Financial Modeling, Investments, Portfolio Management, Equities, Analysis, Economics, Investment Management, Financial Analysis, Valuation, Emerging Markets, Capital Markets, Hedge Funds, Mutual Funds, Bloomberg, Financial Advisory, Alternative Investments, Corporate Finance, Investment Banking, Business Strategy, Equity Research, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Investments and Securities
Passed Level I of the CFA Program
Nanyang Technological University
Master of Business Administration (MBA)
University of California, Berkeley 2004 — 2008
B.A., Political Economy of Industrial Societies
Aragon High School 2000 — 2004
JMP Securities September 2014 - Present
Amazon June 2013 - September 2013
Pacific Crest Securities May 2013 - June 2013
ICICI Bank March 2013 - April 2013
J.P. Morgan Securities May 2009 - August 2012
UBS Wealth Management July 2008 - April 2009
AT&T May 2007 - August 2007
Sensitron May 2006 - August 2006
DemandVideo, Inc. June 1999 - September 1999
Diva, Inc. June 1998 - September 1998
Skills
Financial Modeling, Investments, Portfolio Management, Equities, Analysis, Economics, Investment Management, Financial Analysis, Valuation, Emerging Markets, Capital Markets, Hedge Funds, Mutual Funds, Bloomberg, Financial Advisory, Alternative Investments, Corporate Finance, Investment Banking, Business Strategy, Equity Research, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Investments and Securities
Passed Level I of the CFA Program
Nanyang Technological University
Master of Business Administration (MBA)
University of California, Berkeley 2004 — 2008
B.A., Political Economy of Industrial Societies
Aragon High School 2000 — 2004
Rachel Arnold Rachel Arnold's Pacific Crest Securities Experience August 2001 - August 2003
Job
Industry Computer Software
Experience
Vista Equity Partners December 2012 - Present
Mitratech November 2011 - November 2012
MicroEdge, LLC. November 2009 - November 2011
Interbrand April 2007 - October 2009
Works / Loeb Enterprises June 2006 - April 2007
Business Objects (Previously SRC Software) September 2003 - June 2006
Pacific Crest Securities August 2001 - August 2003
Morgan Stanley 2000 - 2001
Skills
Product Management, Marketing, Strategy, Enterprise Software, Cross-functional Team..., Business Development, Product Development, Product Marketing, Competitive Analysis, SaaS
Education
Linfield College
B.S.
Spanish American Institute
Vista Equity Partners December 2012 - Present
Mitratech November 2011 - November 2012
MicroEdge, LLC. November 2009 - November 2011
Interbrand April 2007 - October 2009
Works / Loeb Enterprises June 2006 - April 2007
Business Objects (Previously SRC Software) September 2003 - June 2006
Pacific Crest Securities August 2001 - August 2003
Morgan Stanley 2000 - 2001
Skills
Product Management, Marketing, Strategy, Enterprise Software, Cross-functional Team..., Business Development, Product Development, Product Marketing, Competitive Analysis, SaaS
Education
Linfield College
B.S.
Spanish American Institute
Nate Cunningham Nate Cunningham's Pacific Crest Securities Experience July 2014 - February 2015
Job Equity Research Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners March 2015 - Present
Pacific Crest Securities July 2014 - February 2015
Rutberg & Company July 2013 - June 2014
Georgetown University September 2009 - May 2013
HSBC June 2012 - August 2012
Center for Strategic and International Studies (CSIS) September 2011 - June 2012
Skills
Chinese, Research, International Relations, Data Analysis, Editing, Public Speaking, Mandarin, Politics, Public Policy, Economics, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Corporate Finance
Education
Georgetown University 2009 — 2013
BSFS, International History
The Lawrenceville School 2006 — 2009
Guggenheim Partners March 2015 - Present
Pacific Crest Securities July 2014 - February 2015
Rutberg & Company July 2013 - June 2014
Georgetown University September 2009 - May 2013
HSBC June 2012 - August 2012
Center for Strategic and International Studies (CSIS) September 2011 - June 2012
Skills
Chinese, Research, International Relations, Data Analysis, Editing, Public Speaking, Mandarin, Politics, Public Policy, Economics, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Corporate Finance
Education
Georgetown University 2009 — 2013
BSFS, International History
The Lawrenceville School 2006 — 2009
Chris Ren's Pacific Crest Securities Experience August 2013 - September 2013
Job Sales & Trading Intern at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Shore Capital Partners September 2014 - December 2014
CME Group June 2014 - September 2014
Pacific Crest Securities August 2013 - September 2013
Standard Chartered Bank June 2013 - August 2013
Volleyball Coach August 2012 - September 2012
Thunderstone Technology June 2011 - August 2011
Skills
HTML, C++, Microsoft Office, Microsoft Excel, JavaScript, CSS, PowerPoint, Python, Business Analysis, Strategy, Economics, Financial Modeling, Statistics, Analysis, Financial Analysis, Access
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics, Minor in Computer Science and Business Institutions
International School of Beijing 2002 — 2012
International Baccalaureate, Bilingual Diploma
J.P. Morgan June 2015 - August 2015
Shore Capital Partners September 2014 - December 2014
CME Group June 2014 - September 2014
Pacific Crest Securities August 2013 - September 2013
Standard Chartered Bank June 2013 - August 2013
Volleyball Coach August 2012 - September 2012
Thunderstone Technology June 2011 - August 2011
Skills
HTML, C++, Microsoft Office, Microsoft Excel, JavaScript, CSS, PowerPoint, Python, Business Analysis, Strategy, Economics, Financial Modeling, Statistics, Analysis, Financial Analysis, Access
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics, Minor in Computer Science and Business Institutions
International School of Beijing 2002 — 2012
International Baccalaureate, Bilingual Diploma
Christopher Crow, CAIA's Pacific Crest Securities Experience March 2008 - July 2009
Job Managing Director at Strong Refuge LLC
Industry Venture Capital & Private Equity
Experience
Strong Refuge LLC 2015 - Present
Aequitas Capital 2010 - 2015
Irvington Capital August 2009 - August 2010
Pacific Crest Securities March 2008 - July 2009
New York Mercantile Exchange 2007 - 2008
Skills
Alternative Investments, Equities, Venture Capital, Financial Modeling, Private Equity, Asset Managment, Portfolio Management, Investments, Valuation, Fund Of Funds, Asset Management, Financial Analysis, Hedge Funds, Due Diligence, Corporate Development, Investment Strategies, Fixed Income, Corporate Finance, Capital Markets, Mergers & Acquisitions, Investment Banking, Structured Finance, Equity Research, Investor Relations, Emerging Markets, Strategy
Education
Pepperdine University
Finance
West Linn High School
Strong Refuge LLC 2015 - Present
Aequitas Capital 2010 - 2015
Irvington Capital August 2009 - August 2010
Pacific Crest Securities March 2008 - July 2009
New York Mercantile Exchange 2007 - 2008
Skills
Alternative Investments, Equities, Venture Capital, Financial Modeling, Private Equity, Asset Managment, Portfolio Management, Investments, Valuation, Fund Of Funds, Asset Management, Financial Analysis, Hedge Funds, Due Diligence, Corporate Development, Investment Strategies, Fixed Income, Corporate Finance, Capital Markets, Mergers & Acquisitions, Investment Banking, Structured Finance, Equity Research, Investor Relations, Emerging Markets, Strategy
Education
Pepperdine University
Finance
West Linn High School
Kaitlin Ramos Kaitlin Ramos's Pacific Crest Securities Experience December 2014 - Present
Job Sales Admin at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities December 2014 - Present
Greater Spokane Incorporated December 2012 - October 2014
Arbor Crest Wine Cellars June 2010 - November 2012
Skills
Event Management, Event Planning, Public Relations, Marketing, Social Media, Social Media Marketing, Marketing Strategy, Social Networking, Advertising, Marketing Communications, Hospitality, Food & Beverage, Catering, Fundraising, Customer Service, Media Relations, Microsoft Office, Press Releases, Facebook, Nonprofits
Education
Eastern Washington University 2005 — 2009
Bachelor of Arts (B.A.), Summa Cum Laude, 3.8 GPA
Pacific Crest Securities December 2014 - Present
Greater Spokane Incorporated December 2012 - October 2014
Arbor Crest Wine Cellars June 2010 - November 2012
Skills
Event Management, Event Planning, Public Relations, Marketing, Social Media, Social Media Marketing, Marketing Strategy, Social Networking, Advertising, Marketing Communications, Hospitality, Food & Beverage, Catering, Fundraising, Customer Service, Media Relations, Microsoft Office, Press Releases, Facebook, Nonprofits
Education
Eastern Washington University 2005 — 2009
Bachelor of Arts (B.A.), Summa Cum Laude, 3.8 GPA
Elizabeth Sandbo Elizabeth Sandbo's Pacific Crest Securities Experience 2011 - 2013
Job Student at University of Portland
Industry Higher Education
Experience
Department of Psychology at University of Portland 2014 - Present
Department of Communication at Santa Clara University 2012 - 2014
Pacific Crest Securities 2011 - 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Event Planning, Microsoft Word, Teamwork, Social Networking, Marketing
Education
University of Portland 2014 — 2016
Bachelor's Degree, Psychology
Oregon Episcopal School 2008 — 2012
Santa Clara University
Department of Psychology at University of Portland 2014 - Present
Department of Communication at Santa Clara University 2012 - 2014
Pacific Crest Securities 2011 - 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Event Planning, Microsoft Word, Teamwork, Social Networking, Marketing
Education
University of Portland 2014 — 2016
Bachelor's Degree, Psychology
Oregon Episcopal School 2008 — 2012
Santa Clara University
Elicia Reed's Pacific Crest Securities Experience January 2014 - March 2014
Job CoChair, Oregon CEDAW Coalition
Industry Public Policy
Experience
Tualatin Hills Park & Recreation District June 2014 - June 2015
Mercy Corps November 2013 - January 2015
Urban League of Portland August 2014 - November 2014
Pacific Crest Securities January 2014 - March 2014
AFS Intercultural Programs April 2013 - September 2013
Portland State University Office of Alumni Relations September 2007 - April 2013
Future Worlds Center February 2011 - August 2011
Skills
Community Outreach, Fundraising, Event Planning, International Relations, Public Relations, Management, Training, Editing, Research, Event Management, Politics, Marketing, Conflict Resolution, Proposal Writing, Strategy, Volunteer Management, Teamwork
Education
Portland State University 2009 — 2012
M.A., International and Intercultural Conflict Resolution, 3.96 GPA
Portland State University 2007 — 2009
BA, Political Science
Tualatin Hills Park & Recreation District June 2014 - June 2015
Mercy Corps November 2013 - January 2015
Urban League of Portland August 2014 - November 2014
Pacific Crest Securities January 2014 - March 2014
AFS Intercultural Programs April 2013 - September 2013
Portland State University Office of Alumni Relations September 2007 - April 2013
Future Worlds Center February 2011 - August 2011
Skills
Community Outreach, Fundraising, Event Planning, International Relations, Public Relations, Management, Training, Editing, Research, Event Management, Politics, Marketing, Conflict Resolution, Proposal Writing, Strategy, Volunteer Management, Teamwork
Education
Portland State University 2009 — 2012
M.A., International and Intercultural Conflict Resolution, 3.96 GPA
Portland State University 2007 — 2009
BA, Political Science
Nat Parker Nat Parker's Pacific Crest Securities Experience April 2009 - May 2010
Job CEO at GlobeSherpa
Industry Computer Software
Experience
GlobeSherpa 2009 - Present
Element Power April 2010 - February 2012
Pacific Crest Securities April 2009 - May 2010
Sierra Club October 2007 - September 2008
Peace Corps August 2005 - August 2007
U.S. PIRG August 2001 - March 2003
Skills
Renewable Energy, Solar, Energy Efficiency, Wind, Sustainability, Mobile Applications, Ticketing, Software Development, Cleantech, Program Management, Solar Energy, Entrepreneurship, Social Networking, Business Development, Strategic Planning, Business Strategy, Energy, Alternative Energy, Start-ups
Education
Portland State University - Graduate School of Business 2008 — 2009
Masters in International Management, Finance/ Sustainability
James Madison University 1997 — 2001
BA, Political Science
GlobeSherpa 2009 - Present
Element Power April 2010 - February 2012
Pacific Crest Securities April 2009 - May 2010
Sierra Club October 2007 - September 2008
Peace Corps August 2005 - August 2007
U.S. PIRG August 2001 - March 2003
Skills
Renewable Energy, Solar, Energy Efficiency, Wind, Sustainability, Mobile Applications, Ticketing, Software Development, Cleantech, Program Management, Solar Energy, Entrepreneurship, Social Networking, Business Development, Strategic Planning, Business Strategy, Energy, Alternative Energy, Start-ups
Education
Portland State University - Graduate School of Business 2008 — 2009
Masters in International Management, Finance/ Sustainability
James Madison University 1997 — 2001
BA, Political Science
Scott Crockett, CFA Scott Crockett, CFA's Pacific Crest Securities Experience May 2009 - August 2009
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation June 2013 - April 2015
Valuation Research Corporation June 2010 - June 2013
Global Financial Advisors January 2010 - April 2010
Pacific Crest Securities May 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Skills
M&A analysis, Financial Modeling, Valuation, Equity Valuation, Bloomberg, Equities, Capital IQ, Finance, Financial Statement..., Financial Reporting, Analysis, Equity Research, Business Valuation, Bloomberg Terminal, DCF, Financial Analysis
Education
Brigham Young University 2004 — 2010
Bachelor, Business Management - Finance
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation June 2013 - April 2015
Valuation Research Corporation June 2010 - June 2013
Global Financial Advisors January 2010 - April 2010
Pacific Crest Securities May 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Skills
M&A analysis, Financial Modeling, Valuation, Equity Valuation, Bloomberg, Equities, Capital IQ, Finance, Financial Statement..., Financial Reporting, Analysis, Equity Research, Business Valuation, Bloomberg Terminal, DCF, Financial Analysis
Education
Brigham Young University 2004 — 2010
Bachelor, Business Management - Finance
Erik Bjorvik Erik Bjorvik's Pacific Crest Securities Experience September 1992 - February 2002
Job Vice President, M Financial Asset Management at M Financial Group
Industry Investment Management
Experience
M Financial Group May 2012 - Present
M Financial Group August 2005 - Present
US Bank April 2002 - August 2005
Pacific Crest Securities September 1992 - February 2002
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investments, Series 63, Investment Advisory, Strategic Communications, Relationship Management, Mutual Funds, 401k, Project Management, Program Management, Wealth, FINRA, Wealth Management..., Estate Planning
Education
University of Oregon 1988 — 1992
B.S., Economics
M Financial Group May 2012 - Present
M Financial Group August 2005 - Present
US Bank April 2002 - August 2005
Pacific Crest Securities September 1992 - February 2002
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investments, Series 63, Investment Advisory, Strategic Communications, Relationship Management, Mutual Funds, 401k, Project Management, Program Management, Wealth, FINRA, Wealth Management..., Estate Planning
Education
University of Oregon 1988 — 1992
B.S., Economics
Bob Varnum's Pacific Crest Securities Experience August 2004 - November 2008
Job Wealth Management
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Andrew Yen's Pacific Crest Securities Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Berkeley Investment Group June 2013 - Present
Pacific Crest Securities May 2015 - August 2015
Morgan Joseph TriArtisan LLC June 2014 - August 2014
Crimson Investment January 2014 - April 2014
B. Riley & Co. May 2013 - August 2013
Skills
Microsoft Office, Investments, Stata, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Microsoft Word, Equity Research, Data Analysis, Public Speaking, PowerPoint
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics
Archbishop Mitty High School 2008 — 2012
Berkeley Investment Group June 2013 - Present
Pacific Crest Securities May 2015 - August 2015
Morgan Joseph TriArtisan LLC June 2014 - August 2014
Crimson Investment January 2014 - April 2014
B. Riley & Co. May 2013 - August 2013
Skills
Microsoft Office, Investments, Stata, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Microsoft Word, Equity Research, Data Analysis, Public Speaking, PowerPoint
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics
Archbishop Mitty High School 2008 — 2012
Tayler Sipperly Tayler Sipperly's Pacific Crest Securities Experience July 2015 - Present
Job Student at McGill University
Industry Facilities Services
Experience
Pacific Crest Securities July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
TIAA-CREF May 2012 - August 2012
Neptune Marine Services September 2010 - July 2011
Susquehanna International Group, LLP (SIG) May 2010 - July 2010
Carpenter & Company May 2009 - August 2009
Skills
Statistics, Financial Modeling, Valuation, Strategy, Economics, Mergers & Acquisitions, Portfolio Management, Investments, Equities, Microsoft Excel, Capital Markets, Econometrics, Databases, Derivatives, PowerPoint, Financial Accounting
Education
McGill University 2012 — 2014
Bachelor of Arts (BA), Economics
Charlotte Latin School
Pacific Crest Securities July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
TIAA-CREF May 2012 - August 2012
Neptune Marine Services September 2010 - July 2011
Susquehanna International Group, LLP (SIG) May 2010 - July 2010
Carpenter & Company May 2009 - August 2009
Skills
Statistics, Financial Modeling, Valuation, Strategy, Economics, Mergers & Acquisitions, Portfolio Management, Investments, Equities, Microsoft Excel, Capital Markets, Econometrics, Databases, Derivatives, PowerPoint, Financial Accounting
Education
McGill University 2012 — 2014
Bachelor of Arts (BA), Economics
Charlotte Latin School
Corrie Oliva, CFA Corrie Oliva, CFA's Pacific Crest Securities Experience September 1999 - November 2001
Job Vice President of Advisory Services at Heintzberger | Payne Advisors
Industry Investment Management
Experience
Heintzberger Payne Advisors April 2014 - Present
RVK, Inc. February 2006 - April 2014
D.A. Davidson & Co. June 2004 - December 2005
Willamette Management Associates October 2003 - June 2004
Pacific Crest Securities September 1999 - November 2001
Skills
Asset Allocation, Investments, Hedge Funds, Asset Management, Equities, Alternative Investments, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity
Education
Portland State University 2002 — 2003
Master of Science Financial Analysis
University of San Diego
Bachelor in Business Administration, Finance and Real Estate
Heintzberger Payne Advisors April 2014 - Present
RVK, Inc. February 2006 - April 2014
D.A. Davidson & Co. June 2004 - December 2005
Willamette Management Associates October 2003 - June 2004
Pacific Crest Securities September 1999 - November 2001
Skills
Asset Allocation, Investments, Hedge Funds, Asset Management, Equities, Alternative Investments, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity
Education
Portland State University 2002 — 2003
Master of Science Financial Analysis
University of San Diego
Bachelor in Business Administration, Finance and Real Estate
Brad Erickson Brad Erickson's Pacific Crest Securities Experience January 2014 - Present
Job Research Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities January 2014 - Present
Pacific Crest Securities July 2010 - January 2014
Skills
Project Management, Financial Analysis, Microsoft Excel, Finance, Mergers & Acquisitions, Due Diligence, PowerPoint, Capital Markets
Education
Northwestern University 1997 — 2001
Bachelor's degree, Economics
Pacific Crest Securities January 2014 - Present
Pacific Crest Securities July 2010 - January 2014
Skills
Project Management, Financial Analysis, Microsoft Excel, Finance, Mergers & Acquisitions, Due Diligence, PowerPoint, Capital Markets
Education
Northwestern University 1997 — 2001
Bachelor's degree, Economics
Bill Papp Bill Papp's Pacific Crest Securities Experience March 2005 - March 2011
Job Senior Vice President at MicroVentures
Industry Investment Management
Experience
MicroVentures April 2015 - Present
Massachusetts Educational Financing Authority - MEFA January 2004 - June 2015
Casoro Capital December 2014 - April 2015
Beachhead Capital Management, LLC April 2014 - August 2014
Mizuho Securities USA Inc. August 2011 - September 2013
The Commonwealth of Massachusetts 1995 - January 2012
Pacific Crest Securities March 2005 - March 2011
Prudential Securities November 1998 - January 2005
Lehman Brothers November 1994 - November 1998
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Capital Markets, Finance, Portfolio Management, Investments, Business Development, Trading, Investment Banking, Private Equity, Relationship Management, Asset Allocation, Mutual Funds, Product Development, Equity Trading, Global Capital Markets, Tactical Asset..., Private Placements, Consultant Relations, Taft-Hartley, 529 Plans, Public Funds, Fixed Income, Commercial Real Estate, Equity Crowd Funding, Venture Capital, Early-stage Startups, Private Secondaries
Education
Tufts University - The Fletcher School of Law and Diplomacy 2003 — 2004
GMAP, International Affairs - Foreign Language Requirement - Spanish Oral/Written
Michigan State University 1983 — 1987
BA, Finance
CAIA - Alternative Investment - Candidate 2015
Series 7, 63, 9 & 10
MicroVentures April 2015 - Present
Massachusetts Educational Financing Authority - MEFA January 2004 - June 2015
Casoro Capital December 2014 - April 2015
Beachhead Capital Management, LLC April 2014 - August 2014
Mizuho Securities USA Inc. August 2011 - September 2013
The Commonwealth of Massachusetts 1995 - January 2012
Pacific Crest Securities March 2005 - March 2011
Prudential Securities November 1998 - January 2005
Lehman Brothers November 1994 - November 1998
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Capital Markets, Finance, Portfolio Management, Investments, Business Development, Trading, Investment Banking, Private Equity, Relationship Management, Asset Allocation, Mutual Funds, Product Development, Equity Trading, Global Capital Markets, Tactical Asset..., Private Placements, Consultant Relations, Taft-Hartley, 529 Plans, Public Funds, Fixed Income, Commercial Real Estate, Equity Crowd Funding, Venture Capital, Early-stage Startups, Private Secondaries
Education
Tufts University - The Fletcher School of Law and Diplomacy 2003 — 2004
GMAP, International Affairs - Foreign Language Requirement - Spanish Oral/Written
Michigan State University 1983 — 1987
BA, Finance
CAIA - Alternative Investment - Candidate 2015
Series 7, 63, 9 & 10
Shannon Soqui Shannon Soqui's Pacific Crest Securities Experience November 2003 - April 2010
Job President and General Partner at Tech Equity Capital
Industry Venture Capital & Private Equity
Experience
Tech Equity Capital Head of Investment Banking - West CoastAdvanced EquitiesApril 2010 - November 2012
Pacific Crest Securities November 2003 - April 2010
UBS Warbaurg November 2000 - January 2003
Donaldson, Lufkin & Jenrette April 1997 - November 2000
Gunderson Dettmer September 1995 - April 1997
Brobeck, Phleger & Harrison September 1994 - September 1995
KPMG Peat Marwick September 1989 - September 1991
Skills
Certified Public..., Private Equity, Private Placements, Venture Capital, Investment Banking, Capital Raising, Valuation, Corporate Development, Investments, Emerging Markets, Corporate Finance, Alternative Investments, Equities
Education
Santa Clara University School of Law 1991 — 1994
Doctor of Law (J.D.), Magna Cum Laude
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.), Economics
Tech Equity Capital Head of Investment Banking - West CoastAdvanced EquitiesApril 2010 - November 2012
Pacific Crest Securities November 2003 - April 2010
UBS Warbaurg November 2000 - January 2003
Donaldson, Lufkin & Jenrette April 1997 - November 2000
Gunderson Dettmer September 1995 - April 1997
Brobeck, Phleger & Harrison September 1994 - September 1995
KPMG Peat Marwick September 1989 - September 1991
Skills
Certified Public..., Private Equity, Private Placements, Venture Capital, Investment Banking, Capital Raising, Valuation, Corporate Development, Investments, Emerging Markets, Corporate Finance, Alternative Investments, Equities
Education
Santa Clara University School of Law 1991 — 1994
Doctor of Law (J.D.), Magna Cum Laude
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.), Economics
Kevin Pearson Kevin Pearson's Pacific Crest Securities Experience June 2014 - Present
Job Investment Banking Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities June 2014 - Present
Silicon Valley Bank June 2013 - September 2013
Needham & Company January 2013 - June 2013
Santa Clara University August 2011 - June 2013
UBS Financial Services Inc. September 2012 - December 2012
ValuLogik January 2012 - August 2012
Oswego Lake Country Club/Waverley Country Club June 2006 - August 2010
Skills
Financial Modeling, Valuation, Finance, PowerPoint, Investment Banking, Microsoft Excel
Education
Santa Clara University 2010 — 2014
Finance, Financial Mathematics
Santa Clara University - Leavey School of Business 2010 — 2014
Pacific Crest Securities June 2014 - Present
Silicon Valley Bank June 2013 - September 2013
Needham & Company January 2013 - June 2013
Santa Clara University August 2011 - June 2013
UBS Financial Services Inc. September 2012 - December 2012
ValuLogik January 2012 - August 2012
Oswego Lake Country Club/Waverley Country Club June 2006 - August 2010
Skills
Financial Modeling, Valuation, Finance, PowerPoint, Investment Banking, Microsoft Excel
Education
Santa Clara University 2010 — 2014
Finance, Financial Mathematics
Santa Clara University - Leavey School of Business 2010 — 2014
Rebecca Hobbs Rebecca Hobbs's Pacific Crest Securities Experience July 2008 - July 2010
Job HR Project Manager at Kyocera Communications Inc.
Industry Semiconductors
Experience
Kyocera Communications Inc. November 2013 - Present
Entropic Communications September 2012 - July 2013
The Eastridge Group April 2012 - September 2012
Kyocera Communications Inc. 2012 - 2012
TJS Leasing & Holding Company, Inc. January 2011 - December 2011
Pacific Crest Securities July 2008 - July 2010
ITT Technical Institute 2007 - 2008
Personnel Preference 2001 - 2007
Vanguard EMS 2005 - 2006
Sapa 2005 - 2006
Skills
Microsoft Office, Employee Relations, Research, Customer Relations, PowerPoint, Benefits Administration, Excel, Recruitment/Retention, Database Administration, Administrative Support, Libraries, Reporting & Analysis, Coaching, Customer Service, Editing, Event Planning, Education, Fundraising, Government Relations, Hiring, HRIS, Newsletters, Outlook, Team Building, Vendor Management, Word, Writing, Youth Work, Microsoft Word, Temporary Staffing, Interviews, Leadership, Administrative..., Training, Applicant Tracking..., Onboarding, College Recruiting, Career Counseling, Taleo, Internet Recruiting, Microsoft Excel, Recruiting
Education
Southern Oregon University 2000 — 2004
BS, English/Writing
Kyocera Communications Inc. November 2013 - Present
Entropic Communications September 2012 - July 2013
The Eastridge Group April 2012 - September 2012
Kyocera Communications Inc. 2012 - 2012
TJS Leasing & Holding Company, Inc. January 2011 - December 2011
Pacific Crest Securities July 2008 - July 2010
ITT Technical Institute 2007 - 2008
Personnel Preference 2001 - 2007
Vanguard EMS 2005 - 2006
Sapa 2005 - 2006
Skills
Microsoft Office, Employee Relations, Research, Customer Relations, PowerPoint, Benefits Administration, Excel, Recruitment/Retention, Database Administration, Administrative Support, Libraries, Reporting & Analysis, Coaching, Customer Service, Editing, Event Planning, Education, Fundraising, Government Relations, Hiring, HRIS, Newsletters, Outlook, Team Building, Vendor Management, Word, Writing, Youth Work, Microsoft Word, Temporary Staffing, Interviews, Leadership, Administrative..., Training, Applicant Tracking..., Onboarding, College Recruiting, Career Counseling, Taleo, Internet Recruiting, Microsoft Excel, Recruiting
Education
Southern Oregon University 2000 — 2004
BS, English/Writing
Josh Beck's Pacific Crest Securities Experience February 2011 - Present
Job Payments & FinTech Equity Research
Industry Investment Management
Experience
Pacific Crest Securities February 2011 - Present
T-Mobile USA July 2007 - February 2011
Skills
Valuation, CRM, Strategic Partnerships, Enterprise Software, Financial Modeling, Business Analysis, Financial Analysis, Mobile Devices, Investment Banking, Investments, Corporate Development, Mergers, Mergers & Acquisitions, Equity Research, Cross-functional Team..., Capital Markets
Education
Carnegie Mellon University - Tepper School of Business
MBA
Virginia Polytechnic Institute and State University
Engineering
CFA Level III Candidate; Series 7/63/86/87
Pacific Crest Securities February 2011 - Present
T-Mobile USA July 2007 - February 2011
Skills
Valuation, CRM, Strategic Partnerships, Enterprise Software, Financial Modeling, Business Analysis, Financial Analysis, Mobile Devices, Investment Banking, Investments, Corporate Development, Mergers, Mergers & Acquisitions, Equity Research, Cross-functional Team..., Capital Markets
Education
Carnegie Mellon University - Tepper School of Business
MBA
Virginia Polytechnic Institute and State University
Engineering
CFA Level III Candidate; Series 7/63/86/87
Erin Anthony Erin Anthony's Pacific Crest Securities Experience March 2011 - June 2013
Job (Formerly) Mosaic, Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities March 2011 - June 2013
Pacific Crest Securities April 2006 - February 2011
Timberline Ventures March 1999 - December 2005
Education
Reed College 1992 — 1996
BA, Physics
Pacific Crest Securities March 2011 - June 2013
Pacific Crest Securities April 2006 - February 2011
Timberline Ventures March 1999 - December 2005
Education
Reed College 1992 — 1996
BA, Physics
Brendan Lang, CFA's Pacific Crest Securities Experience June 2009 - July 2011
Job Senior Managing Associate at Bernstein Private Wealth Management
Industry Investment Banking
Experience
Bernstein Global Wealth Management September 2011 - Present
Pacific Crest Securities June 2009 - July 2011
Bank of America June 2008 - March 2009
NEPC June 2007 - August 2007
Boston College Athletics August 2006 - March 2007
Skills
Bloomberg, Investments, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Derivatives, Securities, Strategy, Equity Research, Mutual Funds, Business Strategy, Microsoft Excel, Series 7, Data Analysis, CFA
Education
Boston College 2004 — 2008
BS, Finance and Economics
Melbourne University 2007 — 2007
CFA
Bernstein Global Wealth Management September 2011 - Present
Pacific Crest Securities June 2009 - July 2011
Bank of America June 2008 - March 2009
NEPC June 2007 - August 2007
Boston College Athletics August 2006 - March 2007
Skills
Bloomberg, Investments, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Derivatives, Securities, Strategy, Equity Research, Mutual Funds, Business Strategy, Microsoft Excel, Series 7, Data Analysis, CFA
Education
Boston College 2004 — 2008
BS, Finance and Economics
Melbourne University 2007 — 2007
CFA
Rob Owens Rob Owens's Pacific Crest Securities Experience October 1994 - Present
Job VP Equity Research at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities October 1994 - Present
Life to the Max Foundation 2008 - Present
Skills
Financial Modeling, Equity Research, Equity Valuation, Valuation, Risk Management, Investments, Financial Analysis, Due Diligence, Equities, Investment Banking, Capital Markets, Asset Management, Venture Capital, Hedge Funds, Bloomberg, Mergers & Acquisitions
Education
Linfield College 1990 — 1994
BS, Mathematics & Finance
Pacific Crest Securities October 1994 - Present
Life to the Max Foundation 2008 - Present
Skills
Financial Modeling, Equity Research, Equity Valuation, Valuation, Risk Management, Investments, Financial Analysis, Due Diligence, Equities, Investment Banking, Capital Markets, Asset Management, Venture Capital, Hedge Funds, Bloomberg, Mergers & Acquisitions
Education
Linfield College 1990 — 1994
BS, Mathematics & Finance
Eric Winn Eric Winn's Pacific Crest Securities Experience July 2008 - Present
Job Managing Director at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities July 2008 - Present
Bear Stearns March 2006 - June 2008
Friedman Billings Ramsey August 2003 - February 2006
Citigroup (Salomon Smith Barney) August 1999 - December 2001
First Consulting Group July 1998 - July 1999
Skills
Mergers & Acquisitions, Investment Banking, Digital Media, Venture Capital, Valuation, Private Equity, Financial Modeling, Corporate Development, Private Placements, Corporate Finance, Equities, Due Diligence, Start-ups, IPO, Strategy, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
B.S., Business Administration (Finance Concentration), Economics Minor
Pacific Crest Securities July 2008 - Present
Bear Stearns March 2006 - June 2008
Friedman Billings Ramsey August 2003 - February 2006
Citigroup (Salomon Smith Barney) August 1999 - December 2001
First Consulting Group July 1998 - July 1999
Skills
Mergers & Acquisitions, Investment Banking, Digital Media, Venture Capital, Valuation, Private Equity, Financial Modeling, Corporate Development, Private Placements, Corporate Finance, Equities, Due Diligence, Start-ups, IPO, Strategy, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
B.S., Business Administration (Finance Concentration), Economics Minor
Brewer Stone Brewer Stone's Pacific Crest Securities Experience January 2011 - Present
Job Managing Director, International Investment Banking at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities January 2011 - Present
Ridgecrest Capital Partners August 2010 - January 2011
FBR March 2008 - August 2010
East Peak Advisors March 2002 - March 2008
Crimson Investment May 2001 - December 2001
Prudential Volpe Technology Group July 2000 - February 2001
Prudential Securities Asia March 1998 - July 2000
Prudential Securities China April 1994 - March 1998
American Chamber of Commerce in Shanghai, China 1996 - 1998
Skills
Private Placements, Mergers, Investment Banking, IPO, Financial Advisory, Fundraising, Growth Capital, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Valuation, Capital Markets, Corporate Finance, Equity Research, Mergers & Acquisitions, Emerging Markets, Strategic Planning, Investor Relations, Alternative Investments, Asset Management, Investments, Equities, Strategy, M&A experience, Technology, International Relations, Hedge Funds, Portfolio Management, Corporate Development, Investment Properties, Investment Strategies, Money Management, International Business, International Project...
Education
Harvard University 1986 — 1994
Ph.D.
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A.
U.C. Berkeley 1978 — 1983
B.A.
Pacific Crest Securities January 2011 - Present
Ridgecrest Capital Partners August 2010 - January 2011
FBR March 2008 - August 2010
East Peak Advisors March 2002 - March 2008
Crimson Investment May 2001 - December 2001
Prudential Volpe Technology Group July 2000 - February 2001
Prudential Securities Asia March 1998 - July 2000
Prudential Securities China April 1994 - March 1998
American Chamber of Commerce in Shanghai, China 1996 - 1998
Skills
Private Placements, Mergers, Investment Banking, IPO, Financial Advisory, Fundraising, Growth Capital, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Valuation, Capital Markets, Corporate Finance, Equity Research, Mergers & Acquisitions, Emerging Markets, Strategic Planning, Investor Relations, Alternative Investments, Asset Management, Investments, Equities, Strategy, M&A experience, Technology, International Relations, Hedge Funds, Portfolio Management, Corporate Development, Investment Properties, Investment Strategies, Money Management, International Business, International Project...
Education
Harvard University 1986 — 1994
Ph.D.
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A.
U.C. Berkeley 1978 — 1983
B.A.
Eric Haeussler, CFA Eric Haeussler, CFA's Pacific Crest Securities Experience April 2013 - Present
Job Investment Banking Analyst at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities April 2013 - Present
J.P. Morgan Asset Management July 2011 - March 2013
UC Berkeley September 2007 - April 2011
J.P. Morgan Asset Management June 2010 - August 2010
Merrill Lynch July 2008 - August 2008
Skills
Portfolio Management, Series 63, Financial Modeling, Bloomberg, Valuation, Data Analysis, Financial Analysis, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg Terminal, Investments, Private Equity, Microsoft Excel, Business Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S. Business Admnistration, Business/Finance
Pacific Crest Securities April 2013 - Present
J.P. Morgan Asset Management July 2011 - March 2013
UC Berkeley September 2007 - April 2011
J.P. Morgan Asset Management June 2010 - August 2010
Merrill Lynch July 2008 - August 2008
Skills
Portfolio Management, Series 63, Financial Modeling, Bloomberg, Valuation, Data Analysis, Financial Analysis, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg Terminal, Investments, Private Equity, Microsoft Excel, Business Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S. Business Admnistration, Business/Finance
Shannon N. Heim Shannon N. Heim's Pacific Crest Securities Experience January 2012 - December 2013
Job Financial Analyst
Industry Computer Software
Experience
Elemental Technologies December 2013 - Present
Pacific Crest Securities January 2012 - December 2013
Capybara Ventures, Oregon Angel Fund March 2008 - December 2011
RVK, Inc. 2003 - 2007
Stahancyk, Gearing, Rackner & Kent P.C. March 1999 - October 2003
Skills
Due Diligence, Public Speaking, New Business Development, Entrepreneurship, Venture Capital, Investments, Financial Modeling, Marketing, Start-ups, Equity Research, Alternative Investments, Hedge Funds, Finance, SaaS, Enterprise Software, Business Plan Evaluation, Business Development, Leadership, Portfolio Management, Valuation, Mergers & Acquisitions, CRM, Corporate Finance, Management, Financial Analysis, Analytics, Analysis
Education
University of Portland 2005 — 2008
MBA, Finance concentration
Portland State University - School of Business 1999 — 2003
B.A., Business Management
Elemental Technologies December 2013 - Present
Pacific Crest Securities January 2012 - December 2013
Capybara Ventures, Oregon Angel Fund March 2008 - December 2011
RVK, Inc. 2003 - 2007
Stahancyk, Gearing, Rackner & Kent P.C. March 1999 - October 2003
Skills
Due Diligence, Public Speaking, New Business Development, Entrepreneurship, Venture Capital, Investments, Financial Modeling, Marketing, Start-ups, Equity Research, Alternative Investments, Hedge Funds, Finance, SaaS, Enterprise Software, Business Plan Evaluation, Business Development, Leadership, Portfolio Management, Valuation, Mergers & Acquisitions, CRM, Corporate Finance, Management, Financial Analysis, Analytics, Analysis
Education
University of Portland 2005 — 2008
MBA, Finance concentration
Portland State University - School of Business 1999 — 2003
B.A., Business Management
Patt Lewis Patt Lewis's Pacific Crest Securities Experience September 2007 - May 2015
Job Accountant
Industry Accounting
Experience
Pacific Crest Securities September 2007 - May 2015
Willowcreek Management Company May 2006 - July 2007
Matrix Networks September 1998 - April 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Dynamics GP, Concur travel & expense..., Xtiva (sales management..., Fixed Assets, General Ledger, Financial Statements, Journal Entries, Payroll, Invoicing, Accounts Payable, Accounting, Expenses, Corporate Finance, Equities
Education
George Fox University
Bachelor of Science Degree, in Economics - Business
Portland State University
Post Baccalaureate Program (completed 15 hours)
Pacific Crest Securities September 2007 - May 2015
Willowcreek Management Company May 2006 - July 2007
Matrix Networks September 1998 - April 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Dynamics GP, Concur travel & expense..., Xtiva (sales management..., Fixed Assets, General Ledger, Financial Statements, Journal Entries, Payroll, Invoicing, Accounts Payable, Accounting, Expenses, Corporate Finance, Equities
Education
George Fox University
Bachelor of Science Degree, in Economics - Business
Portland State University
Post Baccalaureate Program (completed 15 hours)
Jennifer Sivesind's Pacific Crest Securities Experience 1998 - 2008
Job Executive Assistant at CenturyLink
Industry Telecommunications
Experience
CenturyLink April 2011 - Present
Qwest Communications June 2008 - May 2011
Pacific Crest Securities 1998 - 2008
Skills
Contract Negotiation, Microsoft Office, Customer Service, Access, PowerPoint, Microsoft Excel, Marketing, Project Management, Budget, Outlook, Social Media, Budgets, Team Building, Leadership, Event Planning, Management, Training, Strategic Planning, Executive..., Executive Calendar..., Program Management
Education
I.C.S. 1995 — 1997
Associates, Legal Secretary
Boise State University 1988 — 1989
Idaho Falls High School 1986 — 1988
CenturyLink April 2011 - Present
Qwest Communications June 2008 - May 2011
Pacific Crest Securities 1998 - 2008
Skills
Contract Negotiation, Microsoft Office, Customer Service, Access, PowerPoint, Microsoft Excel, Marketing, Project Management, Budget, Outlook, Social Media, Budgets, Team Building, Leadership, Event Planning, Management, Training, Strategic Planning, Executive..., Executive Calendar..., Program Management
Education
I.C.S. 1995 — 1997
Associates, Legal Secretary
Boise State University 1988 — 1989
Idaho Falls High School 1986 — 1988
Owen Hurd's Pacific Crest Securities Experience June 2003 - September 2003
Job
Industry Renewables & Environment
Experience
TUUSSO Energy, LLC November 2008 - Present
McKinsey & Company September 2005 - November 2008
Booz Allen Hamilton June 2004 - September 2004
Pacific Crest Securities June 2003 - September 2003
Universal Internet November 2001 - June 2003
Intel Corporation April 2000 - November 2001
Skills
Venture Capital
Education
The University of Chicago 2003 — 2005
Santa Clara University
TUUSSO Energy, LLC November 2008 - Present
McKinsey & Company September 2005 - November 2008
Booz Allen Hamilton June 2004 - September 2004
Pacific Crest Securities June 2003 - September 2003
Universal Internet November 2001 - June 2003
Intel Corporation April 2000 - November 2001
Skills
Venture Capital
Education
The University of Chicago 2003 — 2005
Santa Clara University
Matt Beghtel's Pacific Crest Securities Experience March 2010 - June 2013
Job Senior Marketing Analyst, The Greenbrier Companies
Industry Marketing and Advertising
Experience
The Greenbrier Companies September 2014 - Present
Market Strategies June 2013 - September 2014
Pacific Crest Securities March 2010 - June 2013
Umpqua Bank August 2006 - October 2009
Umpqua Bank August 2005 - July 2006
Skills
Financial Modeling, Financial Analysis, Project Management, Data Analysis, Marketing Strategy, Product Marketing, Qualitative Research, Customer Insight, Content Marketing, Marketing Research, Quantitative Research, Event Planning, SPSS, Consumer Insights
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
B.S., Business Administration
Southridge HS
The Greenbrier Companies September 2014 - Present
Market Strategies June 2013 - September 2014
Pacific Crest Securities March 2010 - June 2013
Umpqua Bank August 2006 - October 2009
Umpqua Bank August 2005 - July 2006
Skills
Financial Modeling, Financial Analysis, Project Management, Data Analysis, Marketing Strategy, Product Marketing, Qualitative Research, Customer Insight, Content Marketing, Marketing Research, Quantitative Research, Event Planning, SPSS, Consumer Insights
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
B.S., Business Administration
Southridge HS
Weston Twigg's Pacific Crest Securities Experience October 2005 - Present
Job Equity Analyst
Industry Semiconductors
Experience
Pacific Crest Securities October 2005 - Present
Intel Corp. June 2000 - October 2005
Samsung Austin Semiconductor May 1998 - June 2000
Skills
Financial Modeling, Analytical Skills, Management, Strategy, Start-ups, Cross-functional Team..., Due Diligence, Corporate Finance, Equity Valuation, Equity Research, Competitive Analysis, Equities, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Corporate Development, Venture Capital, Valuation, Finance, Private Equity, Investment Banking, Emerging Markets, Capital Markets
Education
University of Washington, Michael G. Foster School of Business 2003 — 2005
MBA
Michigan State University 1996 — 1998
MS, Chemical Engineering
Albion College 1991 — 1995
BA, Chemistry
Pacific Crest Securities October 2005 - Present
Intel Corp. June 2000 - October 2005
Samsung Austin Semiconductor May 1998 - June 2000
Skills
Financial Modeling, Analytical Skills, Management, Strategy, Start-ups, Cross-functional Team..., Due Diligence, Corporate Finance, Equity Valuation, Equity Research, Competitive Analysis, Equities, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Corporate Development, Venture Capital, Valuation, Finance, Private Equity, Investment Banking, Emerging Markets, Capital Markets
Education
University of Washington, Michael G. Foster School of Business 2003 — 2005
MBA
Michigan State University 1996 — 1998
MS, Chemical Engineering
Albion College 1991 — 1995
BA, Chemistry
Tim Crawford's Pacific Crest Securities Experience November 2008 - Present
Job Vice President, Mosaic, Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities November 2008 - Present
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Queen's University 2006 — 2008
MBA
University of Arizona 1996 — 2000
BS, Electrical Engineering
Hopewell Valley CHS
Pacific Crest Securities November 2008 - Present
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Queen's University 2006 — 2008
MBA
University of Arizona 1996 — 2000
BS, Electrical Engineering
Hopewell Valley CHS
Kim (Pruitt) Janssen's Pacific Crest Securities Experience February 2008 - Present
Job AVP, Corporate Access Technology at Pacific Crest Securities, Technology Specialists of KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets April 2015 - Present
Pacific Crest Securities February 2008 - Present
Champion Golf Signs August 2007 - December 2007
Professional Sign & Graphics December 2001 - December 2007
Skills
Equities, Financial Modeling, Investments, Valuation
Education
Oregon State University 2001 — 2004
Liberal Studies, Hispanic Culture & Education
University of Colorado Boulder 2000 — 2001
Business
KeyBanc Capital Markets April 2015 - Present
Pacific Crest Securities February 2008 - Present
Champion Golf Signs August 2007 - December 2007
Professional Sign & Graphics December 2001 - December 2007
Skills
Equities, Financial Modeling, Investments, Valuation
Education
Oregon State University 2001 — 2004
Liberal Studies, Hispanic Culture & Education
University of Colorado Boulder 2000 — 2001
Business
Amy Mead's Pacific Crest Securities Experience 2005 - March 2012
Job Financial Services Professional MassMutual Oregon
Industry Financial Services
Experience
MassMutual Oregon June 2012 - Present
Pacific Crest Securities 2005 - March 2012
Skills
Securities, Equities, Insurance
Education
University of California, Los Angeles 1978 — 1982
Bachelor of Arts (B.A.), Mass Communication/Media Studies
The American College
MassMutual Oregon June 2012 - Present
Pacific Crest Securities 2005 - March 2012
Skills
Securities, Equities, Insurance
Education
University of California, Los Angeles 1978 — 1982
Bachelor of Arts (B.A.), Mass Communication/Media Studies
The American College
Ted Mortonson's Pacific Crest Securities Experience October 2003 - September 2010
Job Managing Director, Raymond James
Industry Investment Banking
Experience
Raymond James & Associates, Inc September 2010 - Present
Pacific Crest Securities October 2003 - September 2010
Royal Bank of Canada January 1999 - May 2003
Wessels Arnold & Henderson 1994 - 1998
Education
United States Naval Academy 1979 — 1982
Raymond James & Associates, Inc September 2010 - Present
Pacific Crest Securities October 2003 - September 2010
Royal Bank of Canada January 1999 - May 2003
Wessels Arnold & Henderson 1994 - 1998
Education
United States Naval Academy 1979 — 1982
Andy Hargreaves's Pacific Crest Securities Experience Private ClientMerrill LynchJune 2001 - November 2003
Job Sr. Research Analyst at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities Private ClientMerrill LynchJune 2001 - November 2003
Robertson Stephens December 1999 - June 2001
Skills
Equity Research, Financial Modeling, Investments, Corporate Finance, Valuation, Equities, Hedge Funds, Investment Banking, Venture Capital, Bloomberg, Business Analysis, Equity Valuation, Private Equity, Capital Markets, Alternative Investments, Due Diligence
Education
University of California, Los Angeles 1994 — 1998
BS, Economics
Pacific Crest Securities Private ClientMerrill LynchJune 2001 - November 2003
Robertson Stephens December 1999 - June 2001
Skills
Equity Research, Financial Modeling, Investments, Corporate Finance, Valuation, Equities, Hedge Funds, Investment Banking, Venture Capital, Bloomberg, Business Analysis, Equity Valuation, Private Equity, Capital Markets, Alternative Investments, Due Diligence
Education
University of California, Los Angeles 1994 — 1998
BS, Economics
Shellie Yule's Pacific Crest Securities Experience April 2007 - July 2010
Job Vice President at Socratic Technologies, Inc.
Industry Research
Experience
Socratic Technologies, Inc. February 2014 - Present
Market Strategies International June 2010 - February 2014
Pacific Crest Securities April 2007 - July 2010
Conkling, Fiskum and McCormick 2006 - 2007
Gartner Custom Research 2000 - 2006
Skills
Primary Research, Business Strategy, Market Research, Focus Groups, Business Analysis, Research, Quantitative Research, Product Development, Qualitative Research, Survey Design, Marketing Strategy, Marketing Research, Customer Insight, Questionnaire Design, Segmentation
Education
Hudson High School
Hudson High School
Clemson University
MA, Economics
Purdue University
BA, Political Science, History
Miami University
Socratic Technologies, Inc. February 2014 - Present
Market Strategies International June 2010 - February 2014
Pacific Crest Securities April 2007 - July 2010
Conkling, Fiskum and McCormick 2006 - 2007
Gartner Custom Research 2000 - 2006
Skills
Primary Research, Business Strategy, Market Research, Focus Groups, Business Analysis, Research, Quantitative Research, Product Development, Qualitative Research, Survey Design, Marketing Strategy, Marketing Research, Customer Insight, Questionnaire Design, Segmentation
Education
Hudson High School
Hudson High School
Clemson University
MA, Economics
Purdue University
BA, Political Science, History
Miami University
Nin Desai's Pacific Crest Securities Experience October 2005 - September 2007
Job CEO at NIN Ventures
Industry Venture Capital & Private Equity
Experience
NIN Ventures September 2013 - Present
Alpha Capital Partners September 2007 - Present
Pacific Crest Securities October 2005 - September 2007
Merrill Lynch May 2002 - July 2005
Skills
Investment Banking, Corporate Finance, IPO, Corporate Development, Private Placements, Finance, Strategy, Capital, Private Equity, Financial Modeling, Mergers, Valuation, Venture Capital, Investments, Due Diligence
Education
Harvard Business School 2012 — 2012
Leadership in Private Equity & Venture Capital
Loyola University Chicago 2000 — 2004
B.B.A, M.B.A, Finance, Marketing & International Business
IBM 2000 — 2000
E- Commerce, Microsoft Certified Systems Engineer (MCSE)
NIN Ventures September 2013 - Present
Alpha Capital Partners September 2007 - Present
Pacific Crest Securities October 2005 - September 2007
Merrill Lynch May 2002 - July 2005
Skills
Investment Banking, Corporate Finance, IPO, Corporate Development, Private Placements, Finance, Strategy, Capital, Private Equity, Financial Modeling, Mergers, Valuation, Venture Capital, Investments, Due Diligence
Education
Harvard Business School 2012 — 2012
Leadership in Private Equity & Venture Capital
Loyola University Chicago 2000 — 2004
B.B.A, M.B.A, Finance, Marketing & International Business
IBM 2000 — 2000
E- Commerce, Microsoft Certified Systems Engineer (MCSE)
Tom Budinger's Pacific Crest Securities Experience July 2010 - Present
Job Head of Sales, Pacific Crest
Industry Financial Services
Experience
Pacific Crest Securities July 2010 - Present
Prudential Equity Group April 1999 - August 2008
Education
University of California, Berkeley 1986 — 1991
Pacific Crest Securities July 2010 - Present
Prudential Equity Group April 1999 - August 2008
Education
University of California, Berkeley 1986 — 1991
Steve Lidberg's Pacific Crest Securities Experience 2006 - Present
Job Director of Research at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities 2006 - Present
Pacific Crest 1998 - Present
Charter Investment 1996 - 1998
Education
Portland State University 1987 — 1992
BA, Finance
Pacific Crest Securities 2006 - Present
Pacific Crest 1998 - Present
Charter Investment 1996 - 1998
Education
Portland State University 1987 — 1992
BA, Finance
Kevin Vassily's Pacific Crest Securities Experience May 2007 - November 2011
Job Director of Research at Pacific Epoch
Industry Investment Banking
Experience
Pacific Epoch November 2011 - Present
Pacific Crest Securities May 2007 - November 2011
Susquehanna International Group 2003 - 2007
Thomas Weisel Partners 2001 - 2003
Garage Technology Ventures 2000 - 2001
Lehman Brothers 1998 - 2000
Applied Materials 1995 - 1997
Skills
Equity Research, Investments, Financial Modeling, Valuation, Venture Capital, Hedge Funds, Strategy, Equities, Private Equity, Mergers & Acquisitions, Start-ups, Investment Banking, Capital Markets, Business Development, Bloomberg
Education
Denison University
The Tuck School of Business at Dartmouth
Pacific Epoch November 2011 - Present
Pacific Crest Securities May 2007 - November 2011
Susquehanna International Group 2003 - 2007
Thomas Weisel Partners 2001 - 2003
Garage Technology Ventures 2000 - 2001
Lehman Brothers 1998 - 2000
Applied Materials 1995 - 1997
Skills
Equity Research, Investments, Financial Modeling, Valuation, Venture Capital, Hedge Funds, Strategy, Equities, Private Equity, Mergers & Acquisitions, Start-ups, Investment Banking, Capital Markets, Business Development, Bloomberg
Education
Denison University
The Tuck School of Business at Dartmouth
Sunny Potter's Pacific Crest Securities Experience July 2010 - February 2011
Job Senior Manager Corporate Finance at Salesforce
Industry Computer Software
Experience
Salesforce April 2015 - Present
salesforce.com November 2013 - March 2015
Salesforce July 2012 - November 2013
Coverity June 2011 - June 2012
Pacific Crest Securities July 2010 - February 2011
Pacific Crest Securities June 2007 - June 2010
Skills
Private Placements, Mergers & Acquisitions, Financial Modeling, Strategy, Corporate Finance, Financial Analysis, Mergers, Investment Banking, IPO, Due Diligence, Valuation, Private Equity, Start-ups, Venture Capital, Leadership
Education
University of Idaho 2003 — 2007
B.S. Finance, Magna Cum Laude, Economics Minor
Salesforce April 2015 - Present
salesforce.com November 2013 - March 2015
Salesforce July 2012 - November 2013
Coverity June 2011 - June 2012
Pacific Crest Securities July 2010 - February 2011
Pacific Crest Securities June 2007 - June 2010
Skills
Private Placements, Mergers & Acquisitions, Financial Modeling, Strategy, Corporate Finance, Financial Analysis, Mergers, Investment Banking, IPO, Due Diligence, Valuation, Private Equity, Start-ups, Venture Capital, Leadership
Education
University of Idaho 2003 — 2007
B.S. Finance, Magna Cum Laude, Economics Minor
Daniel Baksht's Pacific Crest Securities Experience February 2013 - Present
Job Research Associate at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities February 2013 - Present
GDF Suez Energy NA January 2010 - January 2013
Haddington Ventures July 2009 - January 2010
Landis+Gyr Holdings June 2008 - August 2008
Bechtel Enterprises May 2005 - July 2007
Bechtel Corporation May 2003 - May 2005
Skills
Financial Modeling, Due Diligence, Financial Analysis, Project Finance, Mergers, Energy, Competitive Analysis, Portfolio Management, Business Strategy, Risk Management, Market Analysis, Valuation, Business Development, Process Improvement, Strategic Planning, Power Utilities
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Strategic Management, Entrepreneurship
The University of Texas at Austin 1998 — 2003
BS, Mechanical Engineering, 3.5
Pacific Crest Securities February 2013 - Present
GDF Suez Energy NA January 2010 - January 2013
Haddington Ventures July 2009 - January 2010
Landis+Gyr Holdings June 2008 - August 2008
Bechtel Enterprises May 2005 - July 2007
Bechtel Corporation May 2003 - May 2005
Skills
Financial Modeling, Due Diligence, Financial Analysis, Project Finance, Mergers, Energy, Competitive Analysis, Portfolio Management, Business Strategy, Risk Management, Market Analysis, Valuation, Business Development, Process Improvement, Strategic Planning, Power Utilities
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Strategic Management, Entrepreneurship
The University of Texas at Austin 1998 — 2003
BS, Mechanical Engineering, 3.5
Paulo Lima's Pacific Crest Securities Experience August 2006 - February 2008
Job IT Cosmetics
Industry Cosmetics
Experience
It Cosmetics 2007 - Present
Pacific Crest Securities August 2006 - February 2008
Peter J. Solomon Company 2004 - 2006
Credit Suisse First Boston July 1997 - July 2000
Skills
Marketing Strategy, Venture Capital, Marketing, Corporate Development, Social Media Marketing, Social Media, Start-ups, Product Development, Entrepreneurship, Private Equity, Financial Modeling, Mergers & Acquisitions, Sales, Angel Investing, Due Diligence
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Business
Columbia University in the City of New York 2002 — 2004
MBA, Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
It Cosmetics 2007 - Present
Pacific Crest Securities August 2006 - February 2008
Peter J. Solomon Company 2004 - 2006
Credit Suisse First Boston July 1997 - July 2000
Skills
Marketing Strategy, Venture Capital, Marketing, Corporate Development, Social Media Marketing, Social Media, Start-ups, Product Development, Entrepreneurship, Private Equity, Financial Modeling, Mergers & Acquisitions, Sales, Angel Investing, Due Diligence
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Business
Columbia University in the City of New York 2002 — 2004
MBA, Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
Henry Alarcon's Pacific Crest Securities Experience 2000 - Present
Job VP at Pacific Crest Sercurities
Industry Investment Banking
Experience
Pacific Crest Sercurities 2000 - Present
Pacific Crest Securities 2000 - Present
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance - Accounting
Pacific Crest Sercurities 2000 - Present
Pacific Crest Securities 2000 - Present
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance - Accounting
Erik Fordyce's Pacific Crest Securities Experience November 2006 - September 2009
Job Vice President, Corporate Finance at GE Capital
Industry Financial Services
Experience
GE Capital October 2011 - Present
Union Capital Management September 2009 - September 2011
Pacific Crest Securities November 2006 - September 2009
GE June 2003 - November 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Strategic Financial..., Investments, Portfolio Management, Bloomberg, Accounting, Equities, Risk Management, Forecasting, Managerial Finance, Due Diligence, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Entrepreneurship
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science, Business Administration, Finance
GE Capital October 2011 - Present
Union Capital Management September 2009 - September 2011
Pacific Crest Securities November 2006 - September 2009
GE June 2003 - November 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Strategic Financial..., Investments, Portfolio Management, Bloomberg, Accounting, Equities, Risk Management, Forecasting, Managerial Finance, Due Diligence, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Entrepreneurship
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science, Business Administration, Finance
Evan Mueller's Pacific Crest Securities Experience May 2006 - Present
Job Vice President at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities May 2006 - Present
Skills
Capital IQ, Valuation, Investment Banking, Due Diligence, Financial Modeling, Equities, Strategy, Investments, LBO, DCF
Education
University of Alabama 2001 — 2005
Pacific Crest Securities May 2006 - Present
Skills
Capital IQ, Valuation, Investment Banking, Due Diligence, Financial Modeling, Equities, Strategy, Investments, LBO, DCF
Education
University of Alabama 2001 — 2005
Jay Gentzkow's Pacific Crest Securities Experience January 2006 - June 2015
Job Director Corporate Development & Investor Relations at FLIR Systems
Industry Electrical/Electronic Manufacturing
Experience
FLIR Systems July 2015 - Present
Pacific Crest Securities January 2006 - June 2015
Colliers-International June 2005 - September 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Equities, Business Valuation, Valuation, Financial Modeling, Equity Research, Private Equity, DCF, LBO, Equity Valuation, Financial Analysis, Venture Capital, Due Diligence, Capital Markets, Capital IQ, Private Placements
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2005
Bachelor’s Degree, Finance Concentration, Economics Minor
Westview High School 1998 — 2002
FLIR Systems July 2015 - Present
Pacific Crest Securities January 2006 - June 2015
Colliers-International June 2005 - September 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Equities, Business Valuation, Valuation, Financial Modeling, Equity Research, Private Equity, DCF, LBO, Equity Valuation, Financial Analysis, Venture Capital, Due Diligence, Capital Markets, Capital IQ, Private Placements
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2005
Bachelor’s Degree, Finance Concentration, Economics Minor
Westview High School 1998 — 2002
Renn Anderson's Pacific Crest Securities Experience March 2015 - Present
Job Vice President, Equity Capital Markets at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities March 2015 - Present
Pacific Crest Securities January 2014 - Present
Pacific Crest Securities January 2011 - December 2013
Pacific Crest Securities June 2008 - December 2010
Skills
Valuation, Financial Modeling, Equity Capital Markets, Equity Research, Venture Capital, Investment Banking, Private Equity, Equity Valuation, Equities, Corporate Finance, Capital Markets, IPO
Education
University of Oregon 2004 — 2008
B.S. Business Administration
Pacific Crest Securities March 2015 - Present
Pacific Crest Securities January 2014 - Present
Pacific Crest Securities January 2011 - December 2013
Pacific Crest Securities June 2008 - December 2010
Skills
Valuation, Financial Modeling, Equity Capital Markets, Equity Research, Venture Capital, Investment Banking, Private Equity, Equity Valuation, Equities, Corporate Finance, Capital Markets, IPO
Education
University of Oregon 2004 — 2008
B.S. Business Administration
Philip Lee's Pacific Crest Securities Experience February 2013 - May 2014
Job Corporate Development & Innovation Fund Manager at Cornerstone OnDemand
Industry Information Technology and Services
Experience
Cornerstone OnDemand June 2014 - Present
Pacific Crest Securities February 2013 - May 2014
Pacific Crest Securities May 2010 - February 2013
Samsung Electronics July 2007 - October 2009
Nanosys Inc. April 2006 - January 2007
Skills
SaaS, Strategy, Mergers, Corporate Finance, Financial Analysis, Data Analysis, Financial Modeling, Competitive Analysis, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Investment Banking, Mergers & Acquisitions, Corporate Development, Venture Capital, Dog Aggression, Dog Behavior
Education
University of California, Berkeley 2004 — 2007
BS, Electrical Engineering/Materials Science Engineering
Cornerstone OnDemand June 2014 - Present
Pacific Crest Securities February 2013 - May 2014
Pacific Crest Securities May 2010 - February 2013
Samsung Electronics July 2007 - October 2009
Nanosys Inc. April 2006 - January 2007
Skills
SaaS, Strategy, Mergers, Corporate Finance, Financial Analysis, Data Analysis, Financial Modeling, Competitive Analysis, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Investment Banking, Mergers & Acquisitions, Corporate Development, Venture Capital, Dog Aggression, Dog Behavior
Education
University of California, Berkeley 2004 — 2007
BS, Electrical Engineering/Materials Science Engineering
Chad Kooy's Pacific Crest Securities Experience 1999 - 2002
Job Senior Vice President, Institutional Sales at Raymond James
Industry Capital Markets
Experience
Raymond James 2008 - Present
WaMu Capital Corp. 2002 - 2007
Pacific Crest Securities 1999 - 2002
Paine Webber 1996 - 1998
Education
Seattle Pacific University
BA, MBA, Finance and Economics
Raymond James 2008 - Present
WaMu Capital Corp. 2002 - 2007
Pacific Crest Securities 1999 - 2002
Paine Webber 1996 - 1998
Education
Seattle Pacific University
BA, MBA, Finance and Economics
Tony Cardona's Pacific Crest Securities Experience January 2009 - June 2009
Job Global Real Estate Analyst at ERS
Industry Investment Management
Experience
Employees Retirement System of Texas May 2015 - Present
Avondale Partners September 2014 - May 2015
Banco Santander June 2011 - August 2014
Citi June 2009 - June 2011
Pacific Crest Securities January 2009 - June 2009
Wachovia Securities, LLC June 2008 - July 2008
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equity Capital Markets, Corporate Finance, Equities, Capital Structure, Financial Accounting, Investments, Mergers, Equity Research
Education
Cornell University 2005 — 2009
Employees Retirement System of Texas May 2015 - Present
Avondale Partners September 2014 - May 2015
Banco Santander June 2011 - August 2014
Citi June 2009 - June 2011
Pacific Crest Securities January 2009 - June 2009
Wachovia Securities, LLC June 2008 - July 2008
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equity Capital Markets, Corporate Finance, Equities, Capital Structure, Financial Accounting, Investments, Mergers, Equity Research
Education
Cornell University 2005 — 2009
Daniel R Wolff's Pacific Crest Securities Experience 1995 - 2004
Job Agency Trading Group
Industry Financial Services
Experience
Agency Trading Group March 2012 - Present
Eblaze Marketing Inc January 2012 - March 2014
Private Trading Group January 2006 - March 2012
Pacific Crest Securities 1995 - 2004
Piper Jaffray 1989 - 1995
Robert W. Baird & Co. November 1984 - July 1989
Skills
Equities, Investments, Capital Markets, Corporate Development, Alternative Investments, Venture Capital, Hedge Funds, Private Equity, Investment Banking, Mergers & Acquisitions, Asset Management, Securities, Equity Trading, Sales Management, Equity Research, Valuation, Start-ups
Education
University of Wisconsin-Madison 1981 — 1983
Bachelor of Arts (B.A.), Literature and International Relations
St. Lawrence University 1978 — 1980
Agency Trading Group March 2012 - Present
Eblaze Marketing Inc January 2012 - March 2014
Private Trading Group January 2006 - March 2012
Pacific Crest Securities 1995 - 2004
Piper Jaffray 1989 - 1995
Robert W. Baird & Co. November 1984 - July 1989
Skills
Equities, Investments, Capital Markets, Corporate Development, Alternative Investments, Venture Capital, Hedge Funds, Private Equity, Investment Banking, Mergers & Acquisitions, Asset Management, Securities, Equity Trading, Sales Management, Equity Research, Valuation, Start-ups
Education
University of Wisconsin-Madison 1981 — 1983
Bachelor of Arts (B.A.), Literature and International Relations
St. Lawrence University 1978 — 1980
Jeffery Ma's Pacific Crest Securities Experience June 2008 - August 2008
Job SAP Support Consultant at Orchestra Software
Industry Marketing and Advertising
Experience
Orchestra Software July 2014 - Present
Safetec January 2013 - June 2014
Daegu Metropolitan Office of Education February 2010 - February 2012
City University of Hong Kong September 2008 - January 2009
Pacific Crest Securities June 2008 - August 2008
Skills
Financial Analysis, Event Management, Public Relations, Event Planning, Accounting, Financial Reporting, Excel, Reconciliation, Market Research, Marketing Logistics, Operations, Public Relations Skills, Logistics, Cultural Diversity, Community Outreach, Program Management, PowerPoint, Microsoft Office, Microsoft Excel
Education
Oregon State University 2004 — 2009
Bachelor of Science (BS), Accounting
City University of Hong Kong 2008 — 2008
Bachelor of Science (B.S.), International Business, B
Orchestra Software July 2014 - Present
Safetec January 2013 - June 2014
Daegu Metropolitan Office of Education February 2010 - February 2012
City University of Hong Kong September 2008 - January 2009
Pacific Crest Securities June 2008 - August 2008
Skills
Financial Analysis, Event Management, Public Relations, Event Planning, Accounting, Financial Reporting, Excel, Reconciliation, Market Research, Marketing Logistics, Operations, Public Relations Skills, Logistics, Cultural Diversity, Community Outreach, Program Management, PowerPoint, Microsoft Office, Microsoft Excel
Education
Oregon State University 2004 — 2009
Bachelor of Science (BS), Accounting
City University of Hong Kong 2008 — 2008
Bachelor of Science (B.S.), International Business, B
Brian Cullinan's Pacific Crest Securities Experience January 2005 - May 2009
Job Enterprise Account Executive at Anaplan
Industry Information Technology and Services
Experience
Anaplan May 2015 - Present
SS&C Technologies April 2014 - May 2015
Oracle August 2012 - April 2014
Ticonderoga Securities LLC April 2010 - June 2011
First Coverage May 2009 - April 2010
Pacific Crest Securities January 2005 - May 2009
Schwab Soundview Capital Markets June 2004 - December 2004
Salisbury School August 2003 - June 2004
Skills
Economics, Investments, Portfolio Management, Corporate Finance, Equities, Marketing, Bloomberg, Hedge Funds, Equity Research, Accounting, Investment Management, Options, Capital Markets, Financial Analysis, Financial Modeling, Management
Education
College of the Holy Cross 1999 — 2003
BA, Economics; Accounting
Deerfield Academy 1998 — 1999
PG
Noble and Greenough School 1994 — 1998
Anaplan May 2015 - Present
SS&C Technologies April 2014 - May 2015
Oracle August 2012 - April 2014
Ticonderoga Securities LLC April 2010 - June 2011
First Coverage May 2009 - April 2010
Pacific Crest Securities January 2005 - May 2009
Schwab Soundview Capital Markets June 2004 - December 2004
Salisbury School August 2003 - June 2004
Skills
Economics, Investments, Portfolio Management, Corporate Finance, Equities, Marketing, Bloomberg, Hedge Funds, Equity Research, Accounting, Investment Management, Options, Capital Markets, Financial Analysis, Financial Modeling, Management
Education
College of the Holy Cross 1999 — 2003
BA, Economics; Accounting
Deerfield Academy 1998 — 1999
PG
Noble and Greenough School 1994 — 1998
Chris Barto, CMT's Pacific Crest Securities Experience 2004 - June 2015
Job Investment Professional, Equity Trader
Industry Investment Banking
Experience
Pacific Crest Securities 2004 - June 2015
Susquehanna International Group, LLP (SIG) 1999 - 2004
Skills
Equities, Bloomberg, Financial Modeling, Equity Research, Valuation, Hedge Funds, Investments, Financial Analysis, Portfolio Management, Capital Markets, Trading, Series 7, Asset Management
Education
San Francisco State University
Bachelor's Degree, Business Computer Information Systems
Pacific Crest Securities 2004 - June 2015
Susquehanna International Group, LLP (SIG) 1999 - 2004
Skills
Equities, Bloomberg, Financial Modeling, Equity Research, Valuation, Hedge Funds, Investments, Financial Analysis, Portfolio Management, Capital Markets, Trading, Series 7, Asset Management
Education
San Francisco State University
Bachelor's Degree, Business Computer Information Systems
Derek Clotfelter's Pacific Crest Securities Experience January 2011 - April 2014
Job CFO Clotfelter Construction, Inc.
Industry Real Estate
Experience
Clotfelter Construction, Inc. April 2014 - Present
Pacific Crest Securities January 2011 - April 2014
Pacific Crest Securities February 2003 - January 2011
Jabil Circuit February 2000 - February 2002
Santander Investment Securities February 1995 - July 1997
Skills
Spanish: fluent, Portuguese: ongoing..., Management, Business Development, Strategic Planning, Financial Modeling, Business Strategy, Financial Analysis, Business Planning, Valuation, Strategy, Start-ups
Education
University of Pennsylvania - The Wharton School
BS, Multinational Entrepreneurship
Universidad de Chile
MBA, International Marketing
Clotfelter Construction, Inc. April 2014 - Present
Pacific Crest Securities January 2011 - April 2014
Pacific Crest Securities February 2003 - January 2011
Jabil Circuit February 2000 - February 2002
Santander Investment Securities February 1995 - July 1997
Skills
Spanish: fluent, Portuguese: ongoing..., Management, Business Development, Strategic Planning, Financial Modeling, Business Strategy, Financial Analysis, Business Planning, Valuation, Strategy, Start-ups
Education
University of Pennsylvania - The Wharton School
BS, Multinational Entrepreneurship
Universidad de Chile
MBA, International Marketing
Brooks Hosfield's Pacific Crest Securities Experience June 2007 - August 2007
Job MBA Candidate at Stanford Graduate School of Business
Industry Higher Education
Experience
Stanford Graduate School of Business 2014 - Present
Deloitte Consulting July 2010 - June 2014
Nike June 2009 - August 2009
Pacific Crest Securities June 2007 - August 2007
Skills
Management Consulting, Business Process..., Strategy, Financial Modeling, Business Transformation, Business Strategy, Business Analysis, Data Analysis, Program Management, Analytics, Organizational Design, Due Diligence, Competitive Analysis, Budgets
Education
Princeton University 2006 — 2010
Stanford Graduate School of Business 2014 - Present
Deloitte Consulting July 2010 - June 2014
Nike June 2009 - August 2009
Pacific Crest Securities June 2007 - August 2007
Skills
Management Consulting, Business Process..., Strategy, Financial Modeling, Business Transformation, Business Strategy, Business Analysis, Data Analysis, Program Management, Analytics, Organizational Design, Due Diligence, Competitive Analysis, Budgets
Education
Princeton University 2006 — 2010
Jason Ambers's Pacific Crest Securities Experience January 1996 - July 1999
Job Financial Enforcement Officer at Division of Finance and Corporate Securities
Industry Government Administration
Experience
Department of Consumer and Business Services, Division of Finance and Corporate Securities August 2008 - Present
Oregon Judicial Department May 2006 - July 2008
Stroock & Stroock & Lavan LLP 2002 - 2004
Stroock & Stroock & Lavan LLP May 2001 - August 2001
US Securities and Exchange Commission May 2000 - August 2000
Pacific Crest Securities January 1996 - July 1999
J.P. Morgan September 1994 - October 1995
Skills
Securities Regulation, Securities Law, Administrative Law, Public Equity Offerings, Private Placements, Corporate Law, Mergers & Acquisitions, Litigation, Complex Litigation, Pay Close Attention to..., Document Drafting
Education
NYU School of Law 1999 — 2002
JD, Law
Stanford University 1991 — 1994
AB, Economics
Department of Consumer and Business Services, Division of Finance and Corporate Securities August 2008 - Present
Oregon Judicial Department May 2006 - July 2008
Stroock & Stroock & Lavan LLP 2002 - 2004
Stroock & Stroock & Lavan LLP May 2001 - August 2001
US Securities and Exchange Commission May 2000 - August 2000
Pacific Crest Securities January 1996 - July 1999
J.P. Morgan September 1994 - October 1995
Skills
Securities Regulation, Securities Law, Administrative Law, Public Equity Offerings, Private Placements, Corporate Law, Mergers & Acquisitions, Litigation, Complex Litigation, Pay Close Attention to..., Document Drafting
Education
NYU School of Law 1999 — 2002
JD, Law
Stanford University 1991 — 1994
AB, Economics
Paul Kim's Pacific Crest Securities Experience October 2014 - Present
Job Investment Banking Associate at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities October 2014 - Present
Wells Fargo Securities April 2012 - September 2014
Eureka Capital Markets, LLC October 2010 - April 2012
Ernst & Young October 2008 - August 2010
Skills
Investment Banking, Financial Analysis, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, English, Outlook, Customer Service, Windows, Photoshop, Teaching, Corporate Finance, Management
Education
UC Berkeley 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Pacific Crest Securities October 2014 - Present
Wells Fargo Securities April 2012 - September 2014
Eureka Capital Markets, LLC October 2010 - April 2012
Ernst & Young October 2008 - August 2010
Skills
Investment Banking, Financial Analysis, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, English, Outlook, Customer Service, Windows, Photoshop, Teaching, Corporate Finance, Management
Education
UC Berkeley 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Matthew Kebel's Pacific Crest Securities Experience April 2012 - June 2015
Job Vice President at Teneo Capital
Industry Investment Banking
Experience
Teneo Capital August 2015 - Present
Pacific Crest Securities April 2012 - June 2015
Morgan Keegan April 2011 - April 2012
JP Morgan Chase June 2010 - April 2011
Duff & Phelps January 2009 - June 2010
Duff & Phelps 2006 - 2009
Skills
Investment Banking, Technology Sector, Middle Market, Mergers & Acquisitions, Private Placements, Private Equity, Buyouts, Management Buyouts, M&A Experience, M&A Execution, Deal Execution, Company Acquisitions, Financial Modeling, Financial Analysis, Financial Projections, LBO, DCF, Valuation, Business Valuation, Comps, Accounting, Financial Reporting, Due Diligence, Industry Research, Technology Companies, SaaS, Enterprise Software, Digital Media, Technology Services, Financial Technology, Microsoft Office, Excel, PowerPoint, Word, Bloomberg, Salesforce.com, Mergers
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance & Accounting, Magna Cum Laude
Teneo Capital August 2015 - Present
Pacific Crest Securities April 2012 - June 2015
Morgan Keegan April 2011 - April 2012
JP Morgan Chase June 2010 - April 2011
Duff & Phelps January 2009 - June 2010
Duff & Phelps 2006 - 2009
Skills
Investment Banking, Technology Sector, Middle Market, Mergers & Acquisitions, Private Placements, Private Equity, Buyouts, Management Buyouts, M&A Experience, M&A Execution, Deal Execution, Company Acquisitions, Financial Modeling, Financial Analysis, Financial Projections, LBO, DCF, Valuation, Business Valuation, Comps, Accounting, Financial Reporting, Due Diligence, Industry Research, Technology Companies, SaaS, Enterprise Software, Digital Media, Technology Services, Financial Technology, Microsoft Office, Excel, PowerPoint, Word, Bloomberg, Salesforce.com, Mergers
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance & Accounting, Magna Cum Laude
Justin Cordon's Pacific Crest Securities Experience June 2004 - June 2005
Job Dental Efficiency Partners, LLC
Industry Financial Services
Experience
Dental Efficiency Partners, LLC 2011 - Present
The Riverside Company June 2008 - May 2011
RFE Investment Partners June 2005 - May 2008
Pacific Crest Securities June 2004 - June 2005
Stephens Inc. June 2002 - May 2004
Skills
Valuation, Due Diligence, Private Equity, LBO, Financial Modeling
Education
University of Notre Dame 1998 — 2002
Dental Efficiency Partners, LLC 2011 - Present
The Riverside Company June 2008 - May 2011
RFE Investment Partners June 2005 - May 2008
Pacific Crest Securities June 2004 - June 2005
Stephens Inc. June 2002 - May 2004
Skills
Valuation, Due Diligence, Private Equity, LBO, Financial Modeling
Education
University of Notre Dame 1998 — 2002
Jessie Johnson's Pacific Crest Securities Experience October 2011 - Present
Job Associate, Mosaic Client Services, Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities October 2011 - Present
Pacific Crest Securities November 2006 - September 2011
Oregon Zoo January 2006 - April 2006
Skills
Event Planning, Logistics Management, Microsoft Excel, Relationship Management, Salesforce.com, Project Planning, Communication, Marketing, Management, Leadership, Social Media, Strategic Partnerships, Strategy, Customer Service
Education
University of Portland 2002 — 2006
Bachelor of Science (B.S.), Organizational Communication
The University of Notre Dame Australia 2004 — 2004
Study Abroad Program in Fremantle, Australia
Seattle University 2001 — 2002
Matteo Ricci College Program (in lieu of senior year of high school), Humanities/Humanistic Studies
Pacific Crest Securities October 2011 - Present
Pacific Crest Securities November 2006 - September 2011
Oregon Zoo January 2006 - April 2006
Skills
Event Planning, Logistics Management, Microsoft Excel, Relationship Management, Salesforce.com, Project Planning, Communication, Marketing, Management, Leadership, Social Media, Strategic Partnerships, Strategy, Customer Service
Education
University of Portland 2002 — 2006
Bachelor of Science (B.S.), Organizational Communication
The University of Notre Dame Australia 2004 — 2004
Study Abroad Program in Fremantle, Australia
Seattle University 2001 — 2002
Matteo Ricci College Program (in lieu of senior year of high school), Humanities/Humanistic Studies
Peter Shouvlin's Pacific Crest Securities Experience February 2004 - July 2007
Job Analyst at Hilltop Park Associates
Industry
Experience
Hilltop Park Associates August 2008 - Present
Moore Capital Management August 2007 - May 2008
Pacific Crest Securities February 2004 - July 2007
SoundView Technology Group March 1997 - February 2004
SG Warburg June 1993 - March 1997
Chicago Research and Trading Group March 1991 - June 1993
Bankers Trust Company September 1984 - March 1991
Armstrong World Industries January 1983 - June 1984
Education
University of Chicago Graduate School of Business 1988 — 1991
MBA, Finance
Lehigh University 1978 — 1983
Bachelor of Science, Finance
Hilltop Park Associates August 2008 - Present
Moore Capital Management August 2007 - May 2008
Pacific Crest Securities February 2004 - July 2007
SoundView Technology Group March 1997 - February 2004
SG Warburg June 1993 - March 1997
Chicago Research and Trading Group March 1991 - June 1993
Bankers Trust Company September 1984 - March 1991
Armstrong World Industries January 1983 - June 1984
Education
University of Chicago Graduate School of Business 1988 — 1991
MBA, Finance
Lehigh University 1978 — 1983
Bachelor of Science, Finance
Bill Meade's Pacific Crest Securities Experience 2006 - Present
Job
Industry Investment Banking
Experience
Pacific Crest Securities 2006 - Present
Piper Jaffray 2004 - 2006
RBC Capital Markets 2001 - 2004
Wessels, Arnold & Henderson 1997 - 2001
Volpe, Welty 1994 - 1997
S.G. Warburg 1992 - 1994
Lehman Brothers 1987 - 1990
Skills
High Tech, Institutional Sales, Romance Languages, Equities, Equity Research, Capital Markets
Education
NYU 1990 — 1992
Master of Arts (M.A.), International Business
Princeton University 1982 — 1987
AB, Woodrow Wilson School, Romance Languages
Penn State University 1978 — 1980
Pacific Crest Securities 2006 - Present
Piper Jaffray 2004 - 2006
RBC Capital Markets 2001 - 2004
Wessels, Arnold & Henderson 1997 - 2001
Volpe, Welty 1994 - 1997
S.G. Warburg 1992 - 1994
Lehman Brothers 1987 - 1990
Skills
High Tech, Institutional Sales, Romance Languages, Equities, Equity Research, Capital Markets
Education
NYU 1990 — 1992
Master of Arts (M.A.), International Business
Princeton University 1982 — 1987
AB, Woodrow Wilson School, Romance Languages
Penn State University 1978 — 1980
Joyce Zilai's Pacific Crest Securities Experience April 1994 - December 1995
Job Broker at John L Scott Real Estate
Industry Real Estate
Experience
John L Scott Real Estate October 2007 - Present
Medical Claims Recovery October 1997 - Present
Pacific Crest Securities April 1994 - December 1995
Bidwell & Co 1991 - 1993
Far West Federal Bank 1985 - 1991
Skills
Home, Selling, Real Estate, Seniors, Referrals, REO, Residential, First Time Home Buyers, Relocation, Buyer Representation, Real Estate Transactions, Residential Homes, Sellers, Investors, Investment Properties, Real Property, Buyers, Sales
Education
Lehigh University 1972 — 1975
Master of Business Administration (MBA), Business and Economics
Lehigh University 1970 — 1974
BA and MBA, Psychology and Finance and Economics
Cedar Crest College 1970 — 1972
Manasquan HS 1966 — 1970
John L Scott Real Estate October 2007 - Present
Medical Claims Recovery October 1997 - Present
Pacific Crest Securities April 1994 - December 1995
Bidwell & Co 1991 - 1993
Far West Federal Bank 1985 - 1991
Skills
Home, Selling, Real Estate, Seniors, Referrals, REO, Residential, First Time Home Buyers, Relocation, Buyer Representation, Real Estate Transactions, Residential Homes, Sellers, Investors, Investment Properties, Real Property, Buyers, Sales
Education
Lehigh University 1972 — 1975
Master of Business Administration (MBA), Business and Economics
Lehigh University 1970 — 1974
BA and MBA, Psychology and Finance and Economics
Cedar Crest College 1970 — 1972
Manasquan HS 1966 — 1970
David Chaklai's Pacific Crest Securities Experience September 1990 - September 2000
Job
Industry Financial Services
Experience
DA Davidson & Co July 2003 - January 2009
Pacific Crest Securities September 1990 - September 2000
Merrill Lynch August 1986 - August 1990
Skills
Investments, Trading, Portfolio Management, Equities, Alternative Investments
Education
Oregon State University
MBA
The George Washington University
BA
DA Davidson & Co July 2003 - January 2009
Pacific Crest Securities September 1990 - September 2000
Merrill Lynch August 1986 - August 1990
Skills
Investments, Trading, Portfolio Management, Equities, Alternative Investments
Education
Oregon State University
MBA
The George Washington University
BA
zak gordon's Pacific Crest Securities Experience October 1992 - August 1994
Job Owner, Arcadia investment Corporation
Industry Financial Services
Experience
Arcadia Investment Corporation September 1994 - Present
Pacific Crest Securities October 1992 - August 1994
Natwest Securities February 1990 - July 1992
Skills
Investments, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Strategy, Equities, Hedge Funds, Business Strategy, Financial Modeling, Strategic Planning, Portfolio Management, Financial Analysis, Business Development, Entrepreneurship
Education
DePaul University 1975 — 1978
JD, Law
Beloit College 1969 — 1973
BA, History/Economics
Arcadia Investment Corporation September 1994 - Present
Pacific Crest Securities October 1992 - August 1994
Natwest Securities February 1990 - July 1992
Skills
Investments, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Strategy, Equities, Hedge Funds, Business Strategy, Financial Modeling, Strategic Planning, Portfolio Management, Financial Analysis, Business Development, Entrepreneurship
Education
DePaul University 1975 — 1978
JD, Law
Beloit College 1969 — 1973
BA, History/Economics
Dave Kalez's Pacific Crest Securities Experience January 2008 - Present
Job Managing Director, Energy and Industrial Technologies, Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities January 2008 - Present
Skills
Venture Capital, Investment Banking, Valuation, Private Equity, Corporate Development, Equity Research, Mergers & Acquisitions, Entrepreneurship, Business Development, Due Diligence, Strategy, Financial Modeling, Corporate Finance, Private Placements, M&A experience, IPO, LBO, Equity Valuation, Emerging Markets
Education
University of Portland 1988 — 1990
MBA, Finance
Santa Clara University - Leavey School of Business 1977 — 1981
BS, Finance
Jesuit High School
Pacific Crest Securities January 2008 - Present
Skills
Venture Capital, Investment Banking, Valuation, Private Equity, Corporate Development, Equity Research, Mergers & Acquisitions, Entrepreneurship, Business Development, Due Diligence, Strategy, Financial Modeling, Corporate Finance, Private Placements, M&A experience, IPO, LBO, Equity Valuation, Emerging Markets
Education
University of Portland 1988 — 1990
MBA, Finance
Santa Clara University - Leavey School of Business 1977 — 1981
BS, Finance
Jesuit High School
Jonathan Hsiao's Pacific Crest Securities Experience July 2013 - May 2015
Job Finance Associate at BuzzFeed
Industry Investment Banking
Experience
BuzzFeed June 2015 - Present
Pacific Crest Securities July 2013 - May 2015
Cushman & Wakefield August 2011 - June 2013
New Pacific Consulting January 2011 - June 2011
China Bridge Capital July 2010 - August 2010
Seva Call June 2009 - August 2009
Education
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences (MMSS), Economics
BuzzFeed June 2015 - Present
Pacific Crest Securities July 2013 - May 2015
Cushman & Wakefield August 2011 - June 2013
New Pacific Consulting January 2011 - June 2011
China Bridge Capital July 2010 - August 2010
Seva Call June 2009 - August 2009
Education
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences (MMSS), Economics
Owen O'Neil's Pacific Crest Securities Experience November 2004 - January 2010
Job Managing Director, Institutional Sales, Brean Capital LLC.
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) February 2010 - May 2013
Pacific Crest Securities November 2004 - January 2010
Schwab Soundview Capital Markets December 1994 - November 2004
Skills
Institutional Sales, Equities, Series 7, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Trading, Investments, Portfolio Management, Alternative Investments, Equity Research, Valuation, Asset Management, Investment Banking, Financial Modeling, Derivatives, Equity Trading, Financial Markets, Investment Strategies
Education
College of the Holy Cross 1982 — 1986
Bachelor of Arts (B.A.), Economics
Susquehanna International Group, LLP (SIG) February 2010 - May 2013
Pacific Crest Securities November 2004 - January 2010
Schwab Soundview Capital Markets December 1994 - November 2004
Skills
Institutional Sales, Equities, Series 7, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Trading, Investments, Portfolio Management, Alternative Investments, Equity Research, Valuation, Asset Management, Investment Banking, Financial Modeling, Derivatives, Equity Trading, Financial Markets, Investment Strategies
Education
College of the Holy Cross 1982 — 1986
Bachelor of Arts (B.A.), Economics
Jeffrey Fannon's Pacific Crest Securities Experience July 1995 - July 1998
Job Financial Services Professional
Industry Financial Services
Experience
Alamo Capital 2014 - Present
Oppenheimer & Co. Inc. 2002 - 2014
RW Smith & Associates March 1999 - March 2002
Pacific Crest Securities July 1995 - July 1998
Shawmut Bank of Boston April 1991 - October 1994
Paine Webber Inc March 1972 - April 1991
Skills
municipal bonds, securities arbitration
Education
Colgate University 1967 — 1969
Bachelor of Arts (B.A.), Economics
Alamo Capital 2014 - Present
Oppenheimer & Co. Inc. 2002 - 2014
RW Smith & Associates March 1999 - March 2002
Pacific Crest Securities July 1995 - July 1998
Shawmut Bank of Boston April 1991 - October 1994
Paine Webber Inc March 1972 - April 1991
Skills
municipal bonds, securities arbitration
Education
Colgate University 1967 — 1969
Bachelor of Arts (B.A.), Economics