Pacific Growth Equities
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Pacific Growth Equities Employees
Employee
Years
Job
Industry
Phil Mahoney Phil Mahoney's Pacific Growth Equities Experience October 2004 - March 2009
Job Financial Advisor
Industry Investment Management
Experience
Plymouth Rock Financial August 2013 - Present
Cohasset School District August 2012 - August 2013
Wedbush Securities March 2009 - February 2012
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
United States Marine Corps May 1991 - December 2002
Wachovia Securities April 2000 - April 2002
Bear Stearns April 1998 - April 2000
Skills
Finance, Retirement Planning, Mutual Funds, Wealth Management, Estate Planning, Variable Annuities, Fixed Annuities, Life Insurance, Health Insurance, Equities, Fixed Income, Hedge Funds, Bloomberg, Series 7, Investments, Equity Trading, Securities, Trading, Strategic Planning, Series 63, Asset Management, Leadership, Alternative Investments
Education
Cornell University 1987 — 1991
Bachelor of Arts (B.A.), History
Plymouth Rock Financial August 2013 - Present
Cohasset School District August 2012 - August 2013
Wedbush Securities March 2009 - February 2012
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
United States Marine Corps May 1991 - December 2002
Wachovia Securities April 2000 - April 2002
Bear Stearns April 1998 - April 2000
Skills
Finance, Retirement Planning, Mutual Funds, Wealth Management, Estate Planning, Variable Annuities, Fixed Annuities, Life Insurance, Health Insurance, Equities, Fixed Income, Hedge Funds, Bloomberg, Series 7, Investments, Equity Trading, Securities, Trading, Strategic Planning, Series 63, Asset Management, Leadership, Alternative Investments
Education
Cornell University 1987 — 1991
Bachelor of Arts (B.A.), History
Leo Choi Leo Choi's Pacific Growth Equities Experience June 2008 - February 2009
Job Strategy and Operations at ToutApp, Inc.
Industry Financial Services
Experience
ToutApp, Inc. July 2015 - Present
Pantheon October 2014 - July 2015
GoodData December 2012 - October 2014
Visa May 2011 - December 2012
Wedbush Morgan Securities March 2009 - April 2011
Pacific Growth Equities June 2008 - February 2009
RBC Capital Markets June 2007 - June 2008
Skills
Financial Modeling, Strategy, Valuation, Business Strategy, Analytics, Forecasting, Venture Capital, Equity Research, Start-ups, Financial Analysis, Data Analysis, Mergers & Acquisitions, Business Intelligence, Corporate Development, Competitive Analysis, SaaS, Management, Pricing, Business Operations, Strategic Partnerships
Education
University of California, Berkeley 2002 — 2006
Bachelor of Science (BS), Electrical Engineering and Computer Science
ToutApp, Inc. July 2015 - Present
Pantheon October 2014 - July 2015
GoodData December 2012 - October 2014
Visa May 2011 - December 2012
Wedbush Morgan Securities March 2009 - April 2011
Pacific Growth Equities June 2008 - February 2009
RBC Capital Markets June 2007 - June 2008
Skills
Financial Modeling, Strategy, Valuation, Business Strategy, Analytics, Forecasting, Venture Capital, Equity Research, Start-ups, Financial Analysis, Data Analysis, Mergers & Acquisitions, Business Intelligence, Corporate Development, Competitive Analysis, SaaS, Management, Pricing, Business Operations, Strategic Partnerships
Education
University of California, Berkeley 2002 — 2006
Bachelor of Science (BS), Electrical Engineering and Computer Science
Brian Lovett Brian Lovett's Pacific Growth Equities Experience June 2006 - October 2007
Job Operating Advisor at Francisco Partners
Industry Venture Capital & Private Equity
Experience
Francisco Partners June 2014 - Present
Auction.com June 2013 - August 2013
Apple July 2010 - September 2012
Merrill Lynch February 2008 - June 2010
Pacific Growth Equities June 2006 - October 2007
D.A. Davidson & Co. June 2005 - August 2005
Skills
Corporate Finance, Strategy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Venture Capital, Due Diligence, Competitive Analysis, Corporate Development, Valuation, Business Strategy, Private Equity, Start-ups, Entrepreneurship, Investment Banking, Business Valuation
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Lincoln High School
Francisco Partners June 2014 - Present
Auction.com June 2013 - August 2013
Apple July 2010 - September 2012
Merrill Lynch February 2008 - June 2010
Pacific Growth Equities June 2006 - October 2007
D.A. Davidson & Co. June 2005 - August 2005
Skills
Corporate Finance, Strategy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Venture Capital, Due Diligence, Competitive Analysis, Corporate Development, Valuation, Business Strategy, Private Equity, Start-ups, Entrepreneurship, Investment Banking, Business Valuation
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Lincoln High School
David Huang David Huang's Pacific Growth Equities Experience July 2006 - May 2009
Job Mergers and Acquisitions at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch 2012 - 2012
China eCapital February 2011 - August 2011
Beijing Language and Culture University September 2009 - August 2010
Pacific Growth Equities July 2006 - May 2009
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Harvard University 2001 — 2006
AB, Economics
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch 2012 - 2012
China eCapital February 2011 - August 2011
Beijing Language and Culture University September 2009 - August 2010
Pacific Growth Equities July 2006 - May 2009
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Harvard University 2001 — 2006
AB, Economics
Kamran Rafii Kamran Rafii's Pacific Growth Equities Experience March 2004 - October 2005
Job Strategy, Marketing and Business Development with a focus on Life Science and Healthcare industries
Industry Medical Devices
Experience
Genentech June 2013 - Present
Taproot Foundation November 2010 - August 2013
Hewlett-Packard September 2009 - May 2011
Philips Healthcare May 2007 - January 2009
Philips Healthcare January 2006 - April 2007
Pacific Growth Equities March 2004 - October 2005
EXCELLIN LIFE SCIENCES August 2003 - March 2004
HEWLETT - PACKARD CO January 2000 - January 2002
AFFYMETRIX, INC January 1996 - January 1998
Cygnus Therapeutics, Inc. 1993 - 1996
Skills
Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Cross-functional Team..., Strategy Development, Market Research, Business Strategy, Marketing Management, Business Planning, Planning, Alliances, Financial Modeling, Strategy, Program Management, Product Development, Medical Devices, Business Alliances, Business Development, Competitive Analysis, Market Analysis, CRM, Management, Start-ups, Business Analysis, Forecasting, Analysis, E-commerce, Business Intelligence
Education
Carnegie Mellon University
MBA, Finance, Strategy, and Marketing
San Francisco State University
MS, Chemistry
University of California, Berkeley
BS, Chemistry
Genentech June 2013 - Present
Taproot Foundation November 2010 - August 2013
Hewlett-Packard September 2009 - May 2011
Philips Healthcare May 2007 - January 2009
Philips Healthcare January 2006 - April 2007
Pacific Growth Equities March 2004 - October 2005
EXCELLIN LIFE SCIENCES August 2003 - March 2004
HEWLETT - PACKARD CO January 2000 - January 2002
AFFYMETRIX, INC January 1996 - January 1998
Cygnus Therapeutics, Inc. 1993 - 1996
Skills
Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Cross-functional Team..., Strategy Development, Market Research, Business Strategy, Marketing Management, Business Planning, Planning, Alliances, Financial Modeling, Strategy, Program Management, Product Development, Medical Devices, Business Alliances, Business Development, Competitive Analysis, Market Analysis, CRM, Management, Start-ups, Business Analysis, Forecasting, Analysis, E-commerce, Business Intelligence
Education
Carnegie Mellon University
MBA, Finance, Strategy, and Marketing
San Francisco State University
MS, Chemistry
University of California, Berkeley
BS, Chemistry
Linda Greub Linda Greub's Pacific Growth Equities Experience February 1996 - January 1998
Job Life Science & Molecular Diagnostics Strategy & Corporate Development
Industry Biotechnology
Experience
Muir Partners September 2014 - Present
LMN Ventures, LLC October 2010 - Present
RainDance Technologies 2015 - Present
Singulex June 2013 - August 2014
Novartis January 2011 - June 2013
VitaPath Genetics March 2009 - December 2009
Life Technologies / Applied Biosystems November 2004 - July 2008
Life Technologies / Applied Biosystems February 2002 - November 2004
Banc of America Securities January 1998 - October 2000
Pacific Growth Equities February 1996 - January 1998
Skills
Venture Capital, Start-up Operations, Corporate Development, Strategy, Mergers & Acquisitions, Investment Banking, Equity Research, Capital Markets, Alternative Investments, Hedge Funds, Institutional Investors, Investor Relations, Financial Analysis, Financial Modeling, Management Consulting, Strategic Partnerships, Business Development, Mergers, Start-ups, Commercialization, Business Planning, Strategic Planning, Licensing, M&A experience, Finance, Emerging Markets, Market Research, Acquisition Integration, Market Analysis, Competitive Analysis, Biopharmaceuticals, Strategic Alliances, Due Diligence, Investments, Lifesciences, Business Strategy, Private Equity, Business Valuation, Corporate Finance, Biotechnology, Entrepreneurship, Valuation, Strategic Financial..., Portfolio Management, Equities
Education
Harvard Business School 1985 — 1987
MBA
Yale University 1978 — 1982
BA
UCLA Anderson School of Management
Director Education & Certification Program
Stanford Graduate School of Business Executive Education
Mergers and Acquisitions
Harvard Law School
Program on Negotiation
Harvard Business School Executive Education
Leadership & Strategy in Pharmaceuticals & Biotech
Muir Partners September 2014 - Present
LMN Ventures, LLC October 2010 - Present
RainDance Technologies 2015 - Present
Singulex June 2013 - August 2014
Novartis January 2011 - June 2013
VitaPath Genetics March 2009 - December 2009
Life Technologies / Applied Biosystems November 2004 - July 2008
Life Technologies / Applied Biosystems February 2002 - November 2004
Banc of America Securities January 1998 - October 2000
Pacific Growth Equities February 1996 - January 1998
Skills
Venture Capital, Start-up Operations, Corporate Development, Strategy, Mergers & Acquisitions, Investment Banking, Equity Research, Capital Markets, Alternative Investments, Hedge Funds, Institutional Investors, Investor Relations, Financial Analysis, Financial Modeling, Management Consulting, Strategic Partnerships, Business Development, Mergers, Start-ups, Commercialization, Business Planning, Strategic Planning, Licensing, M&A experience, Finance, Emerging Markets, Market Research, Acquisition Integration, Market Analysis, Competitive Analysis, Biopharmaceuticals, Strategic Alliances, Due Diligence, Investments, Lifesciences, Business Strategy, Private Equity, Business Valuation, Corporate Finance, Biotechnology, Entrepreneurship, Valuation, Strategic Financial..., Portfolio Management, Equities
Education
Harvard Business School 1985 — 1987
MBA
Yale University 1978 — 1982
BA
UCLA Anderson School of Management
Director Education & Certification Program
Stanford Graduate School of Business Executive Education
Mergers and Acquisitions
Harvard Law School
Program on Negotiation
Harvard Business School Executive Education
Leadership & Strategy in Pharmaceuticals & Biotech
Josh Berg Josh Berg's Pacific Growth Equities Experience 2005 - 2009
Job Managing Partner, Berg Capital Markets, LLC
Industry Financial Services
Experience
Berg Capital Markets, LLC December 2012 - Present
The Channel Checkers August 2012 - March 2013
Leerink Partners, LLC June 2009 - August 2012
Pacific Growth Equities 2005 - 2009
Wells Fargo Securities 2003 - 2005
Regale, Inc. August 2002 - 2003
FTI Consulting Strategic Communications/Morgan Walke January 2001 - August 2002
LHA (Lippert/Heilshorn & Associates) June 1999 - January 2001
Jurika & Voyles July 1996 - June 1999
Skills
Equities, Investments, Hedge Funds, Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Portfolio Management, Investor Relations, Asset Managment, Business Development, Asset Management, Financial Analysis, Entrepreneurship, Finance, Venture Capital, Valuation, Financial Modeling, Options, Due Diligence, Equity Capital Markets, Strategy, Trading, Securities, Investment Management, Mutual Funds, Emerging Markets, Equity Trading, Series 7, Alternative Investments, Corporate Finance, Private Equity, Business Strategy, Bloomberg, Funding, Equity Valuation, Biotechnology, Specialty Pharmaceutical, Strategic Planning, Corporate Development, Start-ups, Critical Thinking, Tenacious Work Ethic
Education
University of California, Santa Cruz 1992 — 1996
Bachelor of Arts (BA), Economics
Berg Capital Markets, LLC December 2012 - Present
The Channel Checkers August 2012 - March 2013
Leerink Partners, LLC June 2009 - August 2012
Pacific Growth Equities 2005 - 2009
Wells Fargo Securities 2003 - 2005
Regale, Inc. August 2002 - 2003
FTI Consulting Strategic Communications/Morgan Walke January 2001 - August 2002
LHA (Lippert/Heilshorn & Associates) June 1999 - January 2001
Jurika & Voyles July 1996 - June 1999
Skills
Equities, Investments, Hedge Funds, Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Portfolio Management, Investor Relations, Asset Managment, Business Development, Asset Management, Financial Analysis, Entrepreneurship, Finance, Venture Capital, Valuation, Financial Modeling, Options, Due Diligence, Equity Capital Markets, Strategy, Trading, Securities, Investment Management, Mutual Funds, Emerging Markets, Equity Trading, Series 7, Alternative Investments, Corporate Finance, Private Equity, Business Strategy, Bloomberg, Funding, Equity Valuation, Biotechnology, Specialty Pharmaceutical, Strategic Planning, Corporate Development, Start-ups, Critical Thinking, Tenacious Work Ethic
Education
University of California, Santa Cruz 1992 — 1996
Bachelor of Arts (BA), Economics
Adam Dean, CFA's Pacific Growth Equities Experience August 1998 - January 1999
Job Managing Director at Square 1 Asset Management
Industry Investment Management
Experience
Square 1 Asset Management April 2013 - Present
Arboretum Asset Management, Inc. August 2011 - March 2013
SVB Asset Management December 2002 - June 2011
Wells Fargo May 1999 - January 2002
Pacific Growth Equities August 1998 - January 1999
Skills
Investments, Fixed Income, Asset Management, Capital Markets, Portfolio Management, Credit, Venture Capital, Cash Management, Risk Management, Treasury Management, Accounting, Financial Reporting, Negotiation, Private Equity, FX, Debt, ALM, Bonds, Financial Markets, Contract Negotiation, Credit Risk, Sales Management, Due Diligence, Private Placements, FX Options, Banking, Financial Services, Start-ups, IPO, Financial Modeling, Corporate Finance, Investment Management, Equities, Finance, Securities
Education
University of San Francisco 1995 — 1997
MBA, Finance
University of California, Santa Barbara 1988 — 1993
BA, Biology
Torrey Pines High School 1984 — 1988
Graduate, General
Square 1 Asset Management April 2013 - Present
Arboretum Asset Management, Inc. August 2011 - March 2013
SVB Asset Management December 2002 - June 2011
Wells Fargo May 1999 - January 2002
Pacific Growth Equities August 1998 - January 1999
Skills
Investments, Fixed Income, Asset Management, Capital Markets, Portfolio Management, Credit, Venture Capital, Cash Management, Risk Management, Treasury Management, Accounting, Financial Reporting, Negotiation, Private Equity, FX, Debt, ALM, Bonds, Financial Markets, Contract Negotiation, Credit Risk, Sales Management, Due Diligence, Private Placements, FX Options, Banking, Financial Services, Start-ups, IPO, Financial Modeling, Corporate Finance, Investment Management, Equities, Finance, Securities
Education
University of San Francisco 1995 — 1997
MBA, Finance
University of California, Santa Barbara 1988 — 1993
BA, Biology
Torrey Pines High School 1984 — 1988
Graduate, General
Mitesh Kaphle Mitesh Kaphle's Pacific Growth Equities Experience May 2005 - September 2006
Job Vice President, Investment Banking
Industry Investment Banking
Experience
Citi 2009 - Present
Jefferies & Company September 2006 - May 2009
Pacific Growth Equities May 2005 - September 2006
Cornell University May 2001 - May 2005
Skills
Equity Research, Investment Banking, Healthcare, Equities, Valuation, Medical Devices, Sovereign Wealth Funds, Liability Management, Postal Industry, Development Banks, Medical D, Specialty..., Managed Care
Education
Cornell University 2001 — 2005
Bachelor of Arts and Science, economics
Citi 2009 - Present
Jefferies & Company September 2006 - May 2009
Pacific Growth Equities May 2005 - September 2006
Cornell University May 2001 - May 2005
Skills
Equity Research, Investment Banking, Healthcare, Equities, Valuation, Medical Devices, Sovereign Wealth Funds, Liability Management, Postal Industry, Development Banks, Medical D, Specialty..., Managed Care
Education
Cornell University 2001 — 2005
Bachelor of Arts and Science, economics
Kerry Rice Kerry Rice's Pacific Growth Equities Experience 2004 - 2006
Job Managing Director, Senior Equity Analyst Internet and Digital Media at Needham and Company
Industry Financial Services
Experience
Needham & Company June 2011 - Present
Wedbush Morgan Securities January 2006 - June 2011
Pacific Growth Equities 2004 - 2006
Braven Capital 2003 - 2004
JP Morgan Chase 2000 - 2002
Hambrecht & Quist 1999 - 2000
Skills
Financial Modeling, Investments, Valuation, Digital Media, Equities, Analysis, Equity Research, Corporate Finance, Hedge Funds, Entrepreneurship, Private Equity, Accounting, Financial Accounting
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University 1987 — 1991
BA, Economics
Needham & Company June 2011 - Present
Wedbush Morgan Securities January 2006 - June 2011
Pacific Growth Equities 2004 - 2006
Braven Capital 2003 - 2004
JP Morgan Chase 2000 - 2002
Hambrecht & Quist 1999 - 2000
Skills
Financial Modeling, Investments, Valuation, Digital Media, Equities, Analysis, Equity Research, Corporate Finance, Hedge Funds, Entrepreneurship, Private Equity, Accounting, Financial Accounting
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University 1987 — 1991
BA, Economics
Sarah Gillis Sarah Gillis's Pacific Growth Equities Experience 2004 - 2005
Job Senior Brand Manager, Allied Brands at Boston Beer Company
Industry Management Consulting
Experience
Boston Beer Company September 2013 - Present
Boston Beer Company March 2013 - September 2013
Boston Beer Company September 2011 - March 2013
Monitor Group January 2010 - August 2011
Kellogg School of Management September 2009 - January 2010
Monitor Group June 2008 - August 2008
CARE Ecuador, Emprender Business Incubator 2005 - 2007
Pacific Growth Equities 2004 - 2005
Skills
Business Strategy, Competitive Analysis, Customer Insight, Financial Modeling, Segmentation, Strategy, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Strategy, Economics, Finance
Colby College 1998 — 2002
BA, Economics
The University of Edinburgh 2001 — 2001
Boston Beer Company September 2013 - Present
Boston Beer Company March 2013 - September 2013
Boston Beer Company September 2011 - March 2013
Monitor Group January 2010 - August 2011
Kellogg School of Management September 2009 - January 2010
Monitor Group June 2008 - August 2008
CARE Ecuador, Emprender Business Incubator 2005 - 2007
Pacific Growth Equities 2004 - 2005
Skills
Business Strategy, Competitive Analysis, Customer Insight, Financial Modeling, Segmentation, Strategy, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Strategy, Economics, Finance
Colby College 1998 — 2002
BA, Economics
The University of Edinburgh 2001 — 2001
Christian Kirsebom Christian Kirsebom's Pacific Growth Equities Experience January 2001 - June 2005
Job Independent Consultant at Arbonne International LLC
Industry Financial Services
Experience
Arbonne International LLC May 2011 - Present
Paulson Investment Company January 2015 - August 2015
Independent Consultant June 2011 - December 2014
Emerging Growth Research, LLC January 2010 - June 2011
ISIS Capital Management December 2008 - January 2010
Jefferies & Company June 2005 - December 2008
Pacific Growth Equities January 2001 - June 2005
Hambrecht & Quist June 1999 - January 2001
Pacific Growth Equities January 1996 - June 1999
Van Kasper & Company July 1993 - June 1996
Skills
Institutional Sales and..., Investor Relations, Investment Banking, Private Equity, Mergers, Valuation, Equities, Corporate Finance, Financial Modeling, Due Diligence, Business Valuation, IPO, Investments, Equity Research, Capital Markets, Hedge Funds, Alternative Investments, Business Development, Venture Capital, M&A experience, Corporate Development, Divestitures, Asset Management, Acquisitions, Securities, Private Placements, Mergers & Acquisitions, Bloomberg
Education
University of San Francisco - School of Management 1991 — 1993
MBA, Finance
University of Oslo (UiO) 1985 — 1990
Cand Mag, Political Science and Economic History
Royal Norwegian Navy Academy 1982 — 1984
Sergeant
Arbonne International LLC May 2011 - Present
Paulson Investment Company January 2015 - August 2015
Independent Consultant June 2011 - December 2014
Emerging Growth Research, LLC January 2010 - June 2011
ISIS Capital Management December 2008 - January 2010
Jefferies & Company June 2005 - December 2008
Pacific Growth Equities January 2001 - June 2005
Hambrecht & Quist June 1999 - January 2001
Pacific Growth Equities January 1996 - June 1999
Van Kasper & Company July 1993 - June 1996
Skills
Institutional Sales and..., Investor Relations, Investment Banking, Private Equity, Mergers, Valuation, Equities, Corporate Finance, Financial Modeling, Due Diligence, Business Valuation, IPO, Investments, Equity Research, Capital Markets, Hedge Funds, Alternative Investments, Business Development, Venture Capital, M&A experience, Corporate Development, Divestitures, Asset Management, Acquisitions, Securities, Private Placements, Mergers & Acquisitions, Bloomberg
Education
University of San Francisco - School of Management 1991 — 1993
MBA, Finance
University of Oslo (UiO) 1985 — 1990
Cand Mag, Political Science and Economic History
Royal Norwegian Navy Academy 1982 — 1984
Sergeant
Benjamin Kallo Benjamin Kallo's Pacific Growth Equities Experience 2007 - 2008
Job Cleantech Equity Research
Industry Financial Services
Experience
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird May 2009 - Present
Stanford Group Company April 2008 - February 2009
Pacific Growth Equities 2007 - 2008
Merrill Lynch 2003 - 2006
Skills
Alternative Investments, Bloomberg, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Research, Valuation, Venture Capital
Education
CFA Institute
CFA
Grissom
Humboldt State University
BA, Economics/Mathematics
University of Alabama
BA, Economics/Mathematics
University of California, Santa Barbara
MA, Economics
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird May 2009 - Present
Stanford Group Company April 2008 - February 2009
Pacific Growth Equities 2007 - 2008
Merrill Lynch 2003 - 2006
Skills
Alternative Investments, Bloomberg, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Research, Valuation, Venture Capital
Education
CFA Institute
CFA
Grissom
Humboldt State University
BA, Economics/Mathematics
University of Alabama
BA, Economics/Mathematics
University of California, Santa Barbara
MA, Economics
Ken Burke Ken Burke's Pacific Growth Equities Experience January 1991 - January 1993
Job Institutional Client Relationship Manager
Industry Financial Services
Experience
EMC CORPORATION February 2012 - December 2012
PIPELINE FINANCIAL GROUP, INC December 2007 - July 2010
SIGNAL HILL CAPITAL GROUP, LLC 2004 - 2006
INDEPENDENT SECURITIES RESEARCH 2002 - 2004
RIVERROCK CAPITAL MANAGEMENT January 1999 - January 2001
JENNISON ASSOCIATES CAPITAL CORPORATION January 1998 - January 1999
HAMBRECHT & QUIST GROUP January 1994 - January 1997
Mabon Securities 1993 - 1994
Pacific Growth Equities January 1991 - January 1993
Alex. Brown & Sons, Inc January 1981 - January 1990
Skills
Relationship Management, Strategy, Financial Modeling, Start-ups, Portfolio Management, Investments, Equities, Business Development, Business Strategy, Venture Capital, Hedge Funds, Investment Banking, Business Planning, Analytics, Mentoring, Strategic Communications, Written & Oral...
Education
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (M.B.A.), Business Administration
University of Michigan
Bachelor of Business Administration (B.B.A.), Accounting and Finance
EMC CORPORATION February 2012 - December 2012
PIPELINE FINANCIAL GROUP, INC December 2007 - July 2010
SIGNAL HILL CAPITAL GROUP, LLC 2004 - 2006
INDEPENDENT SECURITIES RESEARCH 2002 - 2004
RIVERROCK CAPITAL MANAGEMENT January 1999 - January 2001
JENNISON ASSOCIATES CAPITAL CORPORATION January 1998 - January 1999
HAMBRECHT & QUIST GROUP January 1994 - January 1997
Mabon Securities 1993 - 1994
Pacific Growth Equities January 1991 - January 1993
Alex. Brown & Sons, Inc January 1981 - January 1990
Skills
Relationship Management, Strategy, Financial Modeling, Start-ups, Portfolio Management, Investments, Equities, Business Development, Business Strategy, Venture Capital, Hedge Funds, Investment Banking, Business Planning, Analytics, Mentoring, Strategic Communications, Written & Oral...
Education
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (M.B.A.), Business Administration
University of Michigan
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Erik Suppiger's Pacific Growth Equities Experience June 2001 - April 2007
Job
Industry Investment Banking
Experience
JMP Securities August 2011 - Present
Signal Hill April 2007 - August 2011
Pacific Growth Equities June 2001 - April 2007
JP Morgan/H&Q 1998 - 2001
H&Q/JPMorgan Partners 1998 - 2001
DMG Technology Group / Deutsche Bank October 1996 - March 1998
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Equities, Investments, Start-ups, Investment Banking, IPO, Alternative Investments, Bloomberg, Analysis, Hedge Funds, Venture Capital, Corporate Finance, Business Valuation, Series 63, Securities, Investor Relations, Asset Management, Due Diligence, Equity Valuation, Portfolio Management, Corporate Development, M, US Equities
Education
Boston University 1987 — 1991
BS
JMP Securities August 2011 - Present
Signal Hill April 2007 - August 2011
Pacific Growth Equities June 2001 - April 2007
JP Morgan/H&Q 1998 - 2001
H&Q/JPMorgan Partners 1998 - 2001
DMG Technology Group / Deutsche Bank October 1996 - March 1998
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Equities, Investments, Start-ups, Investment Banking, IPO, Alternative Investments, Bloomberg, Analysis, Hedge Funds, Venture Capital, Corporate Finance, Business Valuation, Series 63, Securities, Investor Relations, Asset Management, Due Diligence, Equity Valuation, Portfolio Management, Corporate Development, M, US Equities
Education
Boston University 1987 — 1991
BS
Dawn Stoner Dawn Stoner's Pacific Growth Equities Experience June 2002 - June 2004
Job Web Analytics, Conversion Rate Optimization & Marketing Strategy
Industry Internet
Experience
American Cancer Society July 2015 - Present
Analytics Insight September 2009 - Present
Donordigital September 2009 - July 2015
Mundo Vino August 2010 - December 2012
Donordigital November 2006 - August 2009
Common Knowledge January 2006 - October 2006
Care2.com November 2004 - January 2006
Pacific Growth Equities June 2002 - June 2004
Deutsche Bank Securities May 1999 - June 2001
Skills
Web Analytics, Usability, Online Advertising, Project Management, Landing Page..., Financial Modeling, Equity Research Analysis, Business Strategy, Email Marketing, Strategic Communications, Fundraising, CRM, Management, Analytics, Marketing, Conversion Optimization, A/B testing, Digital Strategy, Strategic Partnerships
Education
The George Washington University 1991 — 1993
MA, Elliot School of International Affairs
The Johns Hopkins University 1987 — 1991
BA, International Relations
American Cancer Society July 2015 - Present
Analytics Insight September 2009 - Present
Donordigital September 2009 - July 2015
Mundo Vino August 2010 - December 2012
Donordigital November 2006 - August 2009
Common Knowledge January 2006 - October 2006
Care2.com November 2004 - January 2006
Pacific Growth Equities June 2002 - June 2004
Deutsche Bank Securities May 1999 - June 2001
Skills
Web Analytics, Usability, Online Advertising, Project Management, Landing Page..., Financial Modeling, Equity Research Analysis, Business Strategy, Email Marketing, Strategic Communications, Fundraising, CRM, Management, Analytics, Marketing, Conversion Optimization, A/B testing, Digital Strategy, Strategic Partnerships
Education
The George Washington University 1991 — 1993
MA, Elliot School of International Affairs
The Johns Hopkins University 1987 — 1991
BA, International Relations
Coral Soutar Coral Soutar's Pacific Growth Equities Experience April 1990 - November 1996
Job Office Manager at Woodside Capital Partners
Industry Investment Banking
Experience
Woodside Capital Partners February 2010 - Present
Reindeer Capital Management March 1997 - October 1999
Pacific Growth Equities April 1990 - November 1996
Skills
Office Management, Regulatory Compliance, Accounting, Human Resources, Event Planning, Microsoft Office, Investment Banking, Equities, Hedge Funds, Start-ups
Education
UCSB 1983 — 1988
Bachelor of Arts (B.A.), Business/Economics
Woodside Capital Partners February 2010 - Present
Reindeer Capital Management March 1997 - October 1999
Pacific Growth Equities April 1990 - November 1996
Skills
Office Management, Regulatory Compliance, Accounting, Human Resources, Event Planning, Microsoft Office, Investment Banking, Equities, Hedge Funds, Start-ups
Education
UCSB 1983 — 1988
Bachelor of Arts (B.A.), Business/Economics
Daniel Platt, CFA, MSFA's Pacific Growth Equities Experience March 2004 - June 2006
Job
Industry Financial Services
Experience
Brio Financial Group January 2008 - Present
Pacific Gas and Electric Company January 2007 - December 2007
Pacific Growth Equities March 2004 - June 2006
Education
University of San Francisco 2009 — 2011
Master of Science, Financial Analysis
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
B.S., Business Administration, Finance and Accounting
Brio Financial Group January 2008 - Present
Pacific Gas and Electric Company January 2007 - December 2007
Pacific Growth Equities March 2004 - June 2006
Education
University of San Francisco 2009 — 2011
Master of Science, Financial Analysis
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
B.S., Business Administration, Finance and Accounting
Brian Alger Brian Alger's Pacific Growth Equities Experience March 2000 - July 2006
Job Sr. Research Analyst at ROTH Capital Partners
Industry Financial Services
Experience
ROTH Capital Partners March 2015 - Present
Wedbush Securities August 2010 - February 2015
Strata Capital Management July 2006 - July 2010
Pacific Growth Equities March 2000 - July 2006
Preferred Capital Markets June 1996 - March 2000
Education
University of Colorado at Boulder 1992 — 1995
Bachelor's Degree, Finance, Minor Economics
ROTH Capital Partners March 2015 - Present
Wedbush Securities August 2010 - February 2015
Strata Capital Management July 2006 - July 2010
Pacific Growth Equities March 2000 - July 2006
Preferred Capital Markets June 1996 - March 2000
Education
University of Colorado at Boulder 1992 — 1995
Bachelor's Degree, Finance, Minor Economics
Marcia Ruben, PhD, PCC Marcia Ruben, PhD, PCC's Pacific Growth Equities Experience January 2007 - April 2007
Job Executive Leadership Consultant and Executive Coach Who Delivers Results...Are you Ready to Up Your Game?
Industry Management Consulting
Experience
Golden Gate University January 2011 - Present
Ruben Consulting Group, Ltd. April 1998 - Present
Stanford University January 2010 - December 2010
Solyndra September 2009 - July 2010
Kaplan University May 2009 - June 2010
Stanford University January 2010 - March 2010
California State Bar Association September 2002 - September 2009
Symmetricom April 2004 - December 2008
Pacific Growth Equities January 2007 - April 2007
Genentech 2007 - 2007
Skills
Executive Coaching, Leadership Development, Organizational..., Emotional Intelligence, Team Building, Change Management, MBTI, Management Consulting, Innovation Coaching, Brain based coaching, Leadership, Culture Change, Training, Executive Development, Conflict Resolution, 360 Feedback, Organizational Needs..., Organizational..., Organizational Design, Personal Development, Team Leadership, Start-ups, Strategic Planning, Cross-functional Team..., Performance Improvement, Workshop Facilitation, Career Counseling, Positive Psychology, Career Development, Management, Consulting, Career Management, Management Development, Myers-Briggs Certified, Team Effectiveness, Public Speaking, Facilitators, Mergers & Acquisitions, Board Development, Executive Team Coaching, Executive Team Alignment, Talent Management, Executive Management, Board Relations, leadership assessment, Hermann Brain Dominance..., Managing Interpersonal..., Negotiation Training..., Offsite facilitation, College Teaching
Education
Fielding Graduate University 2002 — 2007
Ph.D., Human and Organizational Systems
California State University, Hayward
M.S., Counseling
University of California, Berkeley
B.A., Anthropology Major, Mathematics Minor
Golden Gate University January 2011 - Present
Ruben Consulting Group, Ltd. April 1998 - Present
Stanford University January 2010 - December 2010
Solyndra September 2009 - July 2010
Kaplan University May 2009 - June 2010
Stanford University January 2010 - March 2010
California State Bar Association September 2002 - September 2009
Symmetricom April 2004 - December 2008
Pacific Growth Equities January 2007 - April 2007
Genentech 2007 - 2007
Skills
Executive Coaching, Leadership Development, Organizational..., Emotional Intelligence, Team Building, Change Management, MBTI, Management Consulting, Innovation Coaching, Brain based coaching, Leadership, Culture Change, Training, Executive Development, Conflict Resolution, 360 Feedback, Organizational Needs..., Organizational..., Organizational Design, Personal Development, Team Leadership, Start-ups, Strategic Planning, Cross-functional Team..., Performance Improvement, Workshop Facilitation, Career Counseling, Positive Psychology, Career Development, Management, Consulting, Career Management, Management Development, Myers-Briggs Certified, Team Effectiveness, Public Speaking, Facilitators, Mergers & Acquisitions, Board Development, Executive Team Coaching, Executive Team Alignment, Talent Management, Executive Management, Board Relations, leadership assessment, Hermann Brain Dominance..., Managing Interpersonal..., Negotiation Training..., Offsite facilitation, College Teaching
Education
Fielding Graduate University 2002 — 2007
Ph.D., Human and Organizational Systems
California State University, Hayward
M.S., Counseling
University of California, Berkeley
B.A., Anthropology Major, Mathematics Minor
Benjamin Perkins's Pacific Growth Equities Experience 1999 - 2009
Job Group Head and Senior Managing Director
Industry Financial Services
Experience
Ernst & Young July 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Pacific Growth Equities 1999 - 2009
Advest, Inc. 1997 - 1999
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Biotechnology, Medical Devices, Life Sciences, Divestitures, Equities, Equity Research, Financial Modeling, Lifesciences, Valuation, Pharmaceutical Industry, Business Strategy, Healthcare, Mergers, Management, Mergers
Education
Babson College 1993 — 1997
BS, Economics/Finance
Ernst & Young July 2011 - Present
Bank of America Merrill Lynch 2009 - 2011
Pacific Growth Equities 1999 - 2009
Advest, Inc. 1997 - 1999
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Biotechnology, Medical Devices, Life Sciences, Divestitures, Equities, Equity Research, Financial Modeling, Lifesciences, Valuation, Pharmaceutical Industry, Business Strategy, Healthcare, Mergers, Management, Mergers
Education
Babson College 1993 — 1997
BS, Economics/Finance
Richard Chow's Pacific Growth Equities Experience 2002 - 2005
Job DevOps Manager
Industry Information Services
Experience
Intuit April 2015 - Present
Bitcasa, Inc. March 2014 - November 2014
Clinkle October 2013 - March 2014
Managed IT Network Solutions, Inc March 2010 - January 2014
Zinio September 2012 - October 2013
The Trium Group September 2007 - March 2010
Facetime Communications January 2007 - September 2007
Wells Fargo Funds Management, LLC September 2005 - December 2006
Pacific Growth Equities 2002 - 2005
Deloitte Consulting 2001 - 2003
Skills
SharePoint, Servers, Linux, Cisco Technologies, IT Management, Project Management, Windows, Management, Solaris, Data Center, Technical Support, Security, Networking, VMware, Microsoft SQL Server, Databases, AWS, Chef, Ubuntu, Mobile Devices, System Monitoring, Nagios, MySQL, Splunk, Ruby, Apache, OpenStack, Windows XP, High Availability, CentOS, System Deployment, IIS, Bash, Nginx, DNS, VMware ESX, Infrastructure, IT Operations, Open Source, Scalability, OS X, Server Architecture, DevOps, Amazon Web Services..., Linux System...
Education
San Francisco State University 1998 — 2001
Bachelor of Science, Computer Information Systems
Intuit April 2015 - Present
Bitcasa, Inc. March 2014 - November 2014
Clinkle October 2013 - March 2014
Managed IT Network Solutions, Inc March 2010 - January 2014
Zinio September 2012 - October 2013
The Trium Group September 2007 - March 2010
Facetime Communications January 2007 - September 2007
Wells Fargo Funds Management, LLC September 2005 - December 2006
Pacific Growth Equities 2002 - 2005
Deloitte Consulting 2001 - 2003
Skills
SharePoint, Servers, Linux, Cisco Technologies, IT Management, Project Management, Windows, Management, Solaris, Data Center, Technical Support, Security, Networking, VMware, Microsoft SQL Server, Databases, AWS, Chef, Ubuntu, Mobile Devices, System Monitoring, Nagios, MySQL, Splunk, Ruby, Apache, OpenStack, Windows XP, High Availability, CentOS, System Deployment, IIS, Bash, Nginx, DNS, VMware ESX, Infrastructure, IT Operations, Open Source, Scalability, OS X, Server Architecture, DevOps, Amazon Web Services..., Linux System...
Education
San Francisco State University 1998 — 2001
Bachelor of Science, Computer Information Systems
William Brennan William Brennan's Pacific Growth Equities Experience August 1995 - March 2000
Job Managing Director at Ultra Capital LLC
Industry Investment Management
Experience
Ultra Capital LLC April 2015 - Present
Summit Global Management July 2010 - July 2014
Brennan Investment Partners December 2008 - July 2010
Aqua Terra Asset Management July 2004 - October 2008
Summit Global Management January 1999 - February 2006
Avondale Partners June 2002 - June 2004
Sequoia Software May 2000 - May 2001
Pacific Growth Equities August 1995 - March 2000
PMG February 1994 - August 1995
Coopers & Lybrand February 1992 - February 1994
Education
Villanova University 1990 — 1992
MBA, Finance/Marketing
Colorado State University 1986 — 1988
MS Mechanical/Biomedical Engineering, Biomechanics
Lehigh University 1980 — 1984
Mechanical Engineering/Biology, BS Engineering
Malvern Prep 1976 — 1980
High School Diploma
Ultra Capital LLC April 2015 - Present
Summit Global Management July 2010 - July 2014
Brennan Investment Partners December 2008 - July 2010
Aqua Terra Asset Management July 2004 - October 2008
Summit Global Management January 1999 - February 2006
Avondale Partners June 2002 - June 2004
Sequoia Software May 2000 - May 2001
Pacific Growth Equities August 1995 - March 2000
PMG February 1994 - August 1995
Coopers & Lybrand February 1992 - February 1994
Education
Villanova University 1990 — 1992
MBA, Finance/Marketing
Colorado State University 1986 — 1988
MS Mechanical/Biomedical Engineering, Biomechanics
Lehigh University 1980 — 1984
Mechanical Engineering/Biology, BS Engineering
Malvern Prep 1976 — 1980
High School Diploma
Thomas J. Durkin, Sr.'s Pacific Growth Equities Experience October 2004 - March 2009
Job President and Founder at Cohasset Concierge Services
Industry Consumer Services
Experience
Cohasset Concierge Services September 2014 - Present
Wedbush Securities March 2009 - August 2014
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
Weeden & Co. July 1996 - April 2002
State Street Bank February 1990 - July 1996
Skills
Series 7, Equity Trading, Investment Banking, Series 63, Bloomberg, Equities, Securities, Equity Research, Investments, Capital Markets, Options, Trading, Excel, Trading Systems, Word, PowerPoint, Microsoft Office, Series 55, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Management, Banking, Derivatives, IPO, Financial Analysis, Private Placements, Private Equity, Electronic Trading, Finance, Financial Markets, Due Diligence, Corporate Finance, Foreign Exchange, Investment Management, Risk Management, FINRA, Sales
Education
Suffolk University - Sawyer School of Management 1994 — 1996
Master of Science, Finance
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Economics
Cohasset Concierge Services September 2014 - Present
Wedbush Securities March 2009 - August 2014
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
Weeden & Co. July 1996 - April 2002
State Street Bank February 1990 - July 1996
Skills
Series 7, Equity Trading, Investment Banking, Series 63, Bloomberg, Equities, Securities, Equity Research, Investments, Capital Markets, Options, Trading, Excel, Trading Systems, Word, PowerPoint, Microsoft Office, Series 55, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Management, Banking, Derivatives, IPO, Financial Analysis, Private Placements, Private Equity, Electronic Trading, Finance, Financial Markets, Due Diligence, Corporate Finance, Foreign Exchange, Investment Management, Risk Management, FINRA, Sales
Education
Suffolk University - Sawyer School of Management 1994 — 1996
Master of Science, Finance
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Economics
Rick Osgood Rick Osgood's Pacific Growth Equities Experience 1991 - 2009
Job Grape rancher at K Syrah Syrah
Industry Farming
Experience
K Syrah Syrah October 2008 - Present
Pacific Growth Equities 1991 - 2009
Volpe, Welty & CO 1987 - 1991
Skills
Start-ups, Public Speaking, New Business Development, Team Building, Customer Service, Leadership, Microsoft Excel, Business Strategy, Strategic Planning, Inventory Management, Research, Winemaking, Alternative Investments, Sales, Product Development, Management
Education
Sewanee-The University of the South 1972 — 1976
Bachelor of Science (BS), Psychology
K Syrah Syrah October 2008 - Present
Pacific Growth Equities 1991 - 2009
Volpe, Welty & CO 1987 - 1991
Skills
Start-ups, Public Speaking, New Business Development, Team Building, Customer Service, Leadership, Microsoft Excel, Business Strategy, Strategic Planning, Inventory Management, Research, Winemaking, Alternative Investments, Sales, Product Development, Management
Education
Sewanee-The University of the South 1972 — 1976
Bachelor of Science (BS), Psychology
Andrew Morrison Andrew Morrison's Pacific Growth Equities Experience March 2006 - December 2008
Job Managing Director, Cypress Partners
Industry Financial Services
Experience
Cypress Partners December 2014 - February 2015
Independant Financial Consultant February 2011 - November 2014
Kaufman Bros November 2010 - December 2011
Wedbush Securities December 2008 - November 2010
Pacific Growth Equities March 2006 - December 2008
Ebb Services April 2003 - December 2005
Elijah Asset Management March 1999 - April 2003
Robertson Stephens October 1994 - February 1999
Skills
Equity Research, Investor Relations, Private Equity, Investment Management, Investments, Product Development, Sales, CFO, Hedge Funds, Equities, Start-ups, Venture Capital, Financial Services
Education
UCLA 1988 — 1991
Economics
Redwood
University of California, Los Angeles
Economics
Cypress Partners December 2014 - February 2015
Independant Financial Consultant February 2011 - November 2014
Kaufman Bros November 2010 - December 2011
Wedbush Securities December 2008 - November 2010
Pacific Growth Equities March 2006 - December 2008
Ebb Services April 2003 - December 2005
Elijah Asset Management March 1999 - April 2003
Robertson Stephens October 1994 - February 1999
Skills
Equity Research, Investor Relations, Private Equity, Investment Management, Investments, Product Development, Sales, CFO, Hedge Funds, Equities, Start-ups, Venture Capital, Financial Services
Education
UCLA 1988 — 1991
Economics
Redwood
University of California, Los Angeles
Economics
Brian Sapp Brian Sapp's Pacific Growth Equities Experience September 2003 - July 2006
Job Managing Director, Energy Technology, Hercules Technology Growth Capital
Industry Investment Banking
Experience
Hercules Technology Growth Capital July 2014 - Present
Robert W. Baird & Co. November 2011 - June 2014
Wedbush Securities October 2009 - October 2011
Thomas Weisel Partners January 2008 - July 2009
SVB Alliant July 2006 - November 2007
Pacific Growth Equities September 2003 - July 2006
CIBC World Markets 1999 - 2003
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Equities, Investments, Corporate Development, Equity Research, IPO, Start-ups, M&A experience, Hedge Funds, Alternative Investments, Financial Analysis, Business Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Accounting and Finance
Penn State University 1989 — 1993
BS, Chemical Engineering
Hercules Technology Growth Capital July 2014 - Present
Robert W. Baird & Co. November 2011 - June 2014
Wedbush Securities October 2009 - October 2011
Thomas Weisel Partners January 2008 - July 2009
SVB Alliant July 2006 - November 2007
Pacific Growth Equities September 2003 - July 2006
CIBC World Markets 1999 - 2003
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Equities, Investments, Corporate Development, Equity Research, IPO, Start-ups, M&A experience, Hedge Funds, Alternative Investments, Financial Analysis, Business Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Accounting and Finance
Penn State University 1989 — 1993
BS, Chemical Engineering
Marc Patten Marc Patten's Pacific Growth Equities Experience November 1997 - August 1999
Job Partner, PS Investments
Industry Investment Management
Experience
PS Investments January 2011 - Present
Sterling Johnston Capital Management LP September 1999 - November 2010
Pacific Growth Equities November 1997 - August 1999
Volpe Brown Whelan August 1994 - November 1997
Business and Industry Advisory Committee to the OECD June 1987 - July 1994
Skills
Portfolio Management, Equities, Investments, Asset Management, Equity Research, Hedge Funds, French, Quantitative Investing, Asset Managment, Institutional Sales, Series 63, Asset Allocation, Bloomberg, Capital Markets, Institutional..., Alternative Investments, Trading, Valuation, Financial Markets, Investment Management, Investment Strategies, ETFs
Education
Sciences Po 1985 — 1986
DEA, History
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
Master of Arts, International Studies
Arizona State University 1978 — 1982
B.S., Geography
PS Investments January 2011 - Present
Sterling Johnston Capital Management LP September 1999 - November 2010
Pacific Growth Equities November 1997 - August 1999
Volpe Brown Whelan August 1994 - November 1997
Business and Industry Advisory Committee to the OECD June 1987 - July 1994
Skills
Portfolio Management, Equities, Investments, Asset Management, Equity Research, Hedge Funds, French, Quantitative Investing, Asset Managment, Institutional Sales, Series 63, Asset Allocation, Bloomberg, Capital Markets, Institutional..., Alternative Investments, Trading, Valuation, Financial Markets, Investment Management, Investment Strategies, ETFs
Education
Sciences Po 1985 — 1986
DEA, History
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
Master of Arts, International Studies
Arizona State University 1978 — 1982
B.S., Geography
Daphne Domingo Daphne Domingo's Pacific Growth Equities Experience 2002 - 2004
Job Personal and Professional Life Coach
Industry Professional Training & Coaching
Experience
Option D: Creative Solutions for Your Exceptional Needs 2012 - Present
Chocotenango September 2015 - Present
NY-Based Investment Firm July 2015 - Present
operation:eatery 2012 - 2015
Center for Authentic Living, LLC 2006 - 2012
Bill & Melinda Gates Foundation 2006 - 2012
Zymogenetics 2005 - 2006
Bill & Melinda Gates Foundation 2004 - 2005
Pacific Growth Equities 2002 - 2004
Allianz Global Investors (RCM) 2000 - 2002
Skills
Wellness Coaching, Holistic Health, Writing, Public Speaking, Strategic Planning, Team Building, Youth Empowerment, Interview Coaching, Executive Coaching, Lifestyle Coaching, Shamanism, Spirituality, Spiritual Counseling, Spiritual Healing, Reiki, Creative Problem Solving, Creative Writing, Concierge Services, Administrative Support, Personal Development, Travel, Travel Management, Travel Writing, Travel Planning, Travel Photography, Pet Care, Personnel Recruiting, Photography, Philanthropy, Social Media, Job Coaching, Program Management, Nonprofits, Strategy, Editing, Fundraising, Blogging, Leadership, Event Planning, Consulting
Education
Bastyr University / Sundust Oracle Institute
Coach U
Core Essentials, Life Coaching
University of San Francisco
BS, Information Systems
Option D: Creative Solutions for Your Exceptional Needs 2012 - Present
Chocotenango September 2015 - Present
NY-Based Investment Firm July 2015 - Present
operation:eatery 2012 - 2015
Center for Authentic Living, LLC 2006 - 2012
Bill & Melinda Gates Foundation 2006 - 2012
Zymogenetics 2005 - 2006
Bill & Melinda Gates Foundation 2004 - 2005
Pacific Growth Equities 2002 - 2004
Allianz Global Investors (RCM) 2000 - 2002
Skills
Wellness Coaching, Holistic Health, Writing, Public Speaking, Strategic Planning, Team Building, Youth Empowerment, Interview Coaching, Executive Coaching, Lifestyle Coaching, Shamanism, Spirituality, Spiritual Counseling, Spiritual Healing, Reiki, Creative Problem Solving, Creative Writing, Concierge Services, Administrative Support, Personal Development, Travel, Travel Management, Travel Writing, Travel Planning, Travel Photography, Pet Care, Personnel Recruiting, Photography, Philanthropy, Social Media, Job Coaching, Program Management, Nonprofits, Strategy, Editing, Fundraising, Blogging, Leadership, Event Planning, Consulting
Education
Bastyr University / Sundust Oracle Institute
Coach U
Core Essentials, Life Coaching
University of San Francisco
BS, Information Systems
William Sandy Harrison William Sandy Harrison's Pacific Growth Equities Experience 2003 - 2006
Job Director
Industry Semiconductors
Experience
Signal Hill Capital 2006 - 2011
Pacific Growth Equities 2003 - 2006
Banc of America Securities 2001 - 2003
Needham and Company 1996 - 1998
IDTI 1996 - 1997
EES, Inc Manufacturer's Rep 1993 - 1996
Anthem Electronics 1992 - 1995
Skills
Investments, Financial Modeling, Financial Analysis, Equity Research, Valuation, Equities, Analysis, Hedge Funds, Leadership, Strategic Partnerships, Semiconductors, Capital Markets, Business Analysis, Strategy
Education
Loyola University Maryland 1992 — 1996
MBA, Finance
Washington and Lee University 1984 — 1988
BA, History, Industrial Psychology
Signal Hill Capital 2006 - 2011
Pacific Growth Equities 2003 - 2006
Banc of America Securities 2001 - 2003
Needham and Company 1996 - 1998
IDTI 1996 - 1997
EES, Inc Manufacturer's Rep 1993 - 1996
Anthem Electronics 1992 - 1995
Skills
Investments, Financial Modeling, Financial Analysis, Equity Research, Valuation, Equities, Analysis, Hedge Funds, Leadership, Strategic Partnerships, Semiconductors, Capital Markets, Business Analysis, Strategy
Education
Loyola University Maryland 1992 — 1996
MBA, Finance
Washington and Lee University 1984 — 1988
BA, History, Industrial Psychology
Anil Rao's Pacific Growth Equities Experience 2007 - 2008
Job Vice President, Applied Research at MSCI
Industry Investment Management
Experience
MSCI Inc. 2010 - Present
University of California, Berkeley, Haas School of Business 2010 - Present
Pacific Growth Equities 2007 - 2008
Skills
Client Relationship..., Portfolio Management, Asset Allocation, Fund Analysis, Portfolio Optimization, Partnership-building
Education
University of California, Berkeley, Haas School of Business
MBA, Finance
Columbia University in the City of New York
MS, Engineering
University of California, Los Angeles
BS, Engineering
MSCI Inc. 2010 - Present
University of California, Berkeley, Haas School of Business 2010 - Present
Pacific Growth Equities 2007 - 2008
Skills
Client Relationship..., Portfolio Management, Asset Allocation, Fund Analysis, Portfolio Optimization, Partnership-building
Education
University of California, Berkeley, Haas School of Business
MBA, Finance
Columbia University in the City of New York
MS, Engineering
University of California, Los Angeles
BS, Engineering
Todd Kenck's Pacific Growth Equities Experience January 1998 - March 1999
Job CFO at VoiceBox Technologies
Industry Internet
Experience
VoiceBox Technologies November 2009 - Present
NeoEdge Networks April 2007 - November 2009
Hamstreet and Associates September 2005 - April 2007
Innoprise Software, Inc. February 2004 - April 2005
Trilogy Capital Partners April 2001 - February 2004
eFax.com March 1999 - January 2001
Pacific Growth Equities January 1998 - March 1999
Volpe Brown Whelan & Co October 1989 - January 1998
Skills
Venture Capital, Start-ups, Private Equity, Mergers, Corporate Development, Business Strategy, IPO, Strategic Partnerships, Investment Banking, SaaS, Strategy, Strategic Planning, Mergers & Acquisitions, Finance, New Business Development, Leadership, Business Planning, Financial Modeling, M&A experience, Investments, Business Development, Digital Media, Executive Management, Due Diligence, Equities, Entrepreneurship, Capital Raising, Product Management, Analysis, Analytics, Corporate Finance, Management, Valuation
Education
Harvard Business School 1993 — 1995
MBA
University of Montana 1985 — 1989
Bachelor of Science (BS), Finance
Montana State University-Bozeman 1985 — 1988
VoiceBox Technologies November 2009 - Present
NeoEdge Networks April 2007 - November 2009
Hamstreet and Associates September 2005 - April 2007
Innoprise Software, Inc. February 2004 - April 2005
Trilogy Capital Partners April 2001 - February 2004
eFax.com March 1999 - January 2001
Pacific Growth Equities January 1998 - March 1999
Volpe Brown Whelan & Co October 1989 - January 1998
Skills
Venture Capital, Start-ups, Private Equity, Mergers, Corporate Development, Business Strategy, IPO, Strategic Partnerships, Investment Banking, SaaS, Strategy, Strategic Planning, Mergers & Acquisitions, Finance, New Business Development, Leadership, Business Planning, Financial Modeling, M&A experience, Investments, Business Development, Digital Media, Executive Management, Due Diligence, Equities, Entrepreneurship, Capital Raising, Product Management, Analysis, Analytics, Corporate Finance, Management, Valuation
Education
Harvard Business School 1993 — 1995
MBA
University of Montana 1985 — 1989
Bachelor of Science (BS), Finance
Montana State University-Bozeman 1985 — 1988
Carrie A. Snyder's Pacific Growth Equities Experience 2003 - 2005
Job Consultant; Strategic Development, Finance & Operations at Vitaliti Wellness Inc.
Industry Financial Services
Experience
Vitaliti Wellness Inc. 2011 - Present
Emerging Growth Research 2009 - 2011
Nollenberger Capital Partners 2007 - 2008
Wells Fargo Securities 2005 - 2007
Pacific Growth Equities 2003 - 2005
Ashwood Capital Inc. 2001 - 2003
Citigroup Global Markets 2000 - 2001
JPMorgan Chase & Co. 1997 - 2000
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Telecommunications, Equities, Corporate Finance, Strategic Development, Project Management &..., Business Development, Investment Banking, Market Research &..., Client Relationship..., Business Partnership..., Operations & Logistics..., Development and..., Operating Procedures..., Leading Teams &..., Marketing, Affiliate Partnerships..., Conflict Resolution, Effective Business..., Business Process..., Business Strategy, Solution Implementation, Corporate Development, Project Management, Logistics Management, Manage Client..., Operations Management, Strategic Partnerships, Business Partner..., Strategic Initiatives, CRM
Education
Georgetown University - The McDonough School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Concentration in Corporate Finance
University of Oxford 1996 — 1996
International Management Graduate Business Program
The George Washington University 1992 — 1994
Master's Degree, Elliott School of International Affairs
University of California, Davis
Bachelor's Degree, Economics & Psychology, Minor in German
Henry M. Gunn Senior High School, Palo Alto CA
Vitaliti Wellness Inc. 2011 - Present
Emerging Growth Research 2009 - 2011
Nollenberger Capital Partners 2007 - 2008
Wells Fargo Securities 2005 - 2007
Pacific Growth Equities 2003 - 2005
Ashwood Capital Inc. 2001 - 2003
Citigroup Global Markets 2000 - 2001
JPMorgan Chase & Co. 1997 - 2000
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Telecommunications, Equities, Corporate Finance, Strategic Development, Project Management &..., Business Development, Investment Banking, Market Research &..., Client Relationship..., Business Partnership..., Operations & Logistics..., Development and..., Operating Procedures..., Leading Teams &..., Marketing, Affiliate Partnerships..., Conflict Resolution, Effective Business..., Business Process..., Business Strategy, Solution Implementation, Corporate Development, Project Management, Logistics Management, Manage Client..., Operations Management, Strategic Partnerships, Business Partner..., Strategic Initiatives, CRM
Education
Georgetown University - The McDonough School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Concentration in Corporate Finance
University of Oxford 1996 — 1996
International Management Graduate Business Program
The George Washington University 1992 — 1994
Master's Degree, Elliott School of International Affairs
University of California, Davis
Bachelor's Degree, Economics & Psychology, Minor in German
Henry M. Gunn Senior High School, Palo Alto CA
Eric Warasta, CFA's Pacific Growth Equities Experience June 2004 - September 2005
Job Equity Portfolio Manager & Analyst
Industry Investment Management
Experience
Cambridge Trust Company December 2005 - Present
Pacific Growth Equities June 2004 - September 2005
Congressional Budget Office (CBO) February 2000 - August 2002
Skills
Equities, Valuation, Economics, Macroeconomics, Financial Modeling, Equity Research, Bloomberg, Portfolio Management, Asset Managment, Investments, Financial Analysis, Mutual Funds, Equity Valuation, Asset Allocation, Investment Management, Bloomberg Terminal, Finance, Banking, Investment Advisory, Chartered Financial..., DCF
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1995 — 1999
BS, Quantitative Economics
Cambridge Trust Company December 2005 - Present
Pacific Growth Equities June 2004 - September 2005
Congressional Budget Office (CBO) February 2000 - August 2002
Skills
Equities, Valuation, Economics, Macroeconomics, Financial Modeling, Equity Research, Bloomberg, Portfolio Management, Asset Managment, Investments, Financial Analysis, Mutual Funds, Equity Valuation, Asset Allocation, Investment Management, Bloomberg Terminal, Finance, Banking, Investment Advisory, Chartered Financial..., DCF
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1995 — 1999
BS, Quantitative Economics
J. George Ko's Pacific Growth Equities Experience 2007 - 2008
Job .
Industry Financial Services
Experience
Emory Investment Management May 2012 - August 2012
Eastbourne Capital 2008 - 2010
Pacific Growth Equities 2007 - 2008
Glass, Lewis & Co. 2006 - 2006
San Jose Youth Symphony 2004 - 2005
Skills
Financial Analysis, Analysis, Management, Project Management, Private Equity, Equities, Investments, Equity Research, Financial Modeling, Valuation, Statistics, Corporate Finance, Data Analysis, Qualitative Research, Venture Capital
Education
Goizueta Business School, Emory University 2011 — 2013
MBA
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2013
University of California, Berkeley 1999 — 2004
B.A.
Emory Investment Management May 2012 - August 2012
Eastbourne Capital 2008 - 2010
Pacific Growth Equities 2007 - 2008
Glass, Lewis & Co. 2006 - 2006
San Jose Youth Symphony 2004 - 2005
Skills
Financial Analysis, Analysis, Management, Project Management, Private Equity, Equities, Investments, Equity Research, Financial Modeling, Valuation, Statistics, Corporate Finance, Data Analysis, Qualitative Research, Venture Capital
Education
Goizueta Business School, Emory University 2011 — 2013
MBA
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2013
University of California, Berkeley 1999 — 2004
B.A.
Jeremiah Shepard's Pacific Growth Equities Experience May 2007 - May 2008
Job Associate Analyst at Credit Suisse
Industry Biotechnology
Experience
Credit Suisse October 2012 - Present
BofA Merrill Lynch September 2010 - September 2011
Wedbush Securities June 2009 - September 2010
Roche Diagnostics March 2009 - June 2009
Pacific Growth Equities May 2007 - May 2008
Stanford University Office of Technology Licensing January 2005 - May 2007
Skills
Biotechnology, Pharmaceutical Industry, Biochemistry, Molecular Biology, Start-ups, Strategy, Financial Modeling, Lifesciences, Life Sciences
Education
The University of Texas Southwestern Medical Center at Dallas
PhD, Biochemistry
Washington University in St. Louis
B. A., Biology, General
Credit Suisse October 2012 - Present
BofA Merrill Lynch September 2010 - September 2011
Wedbush Securities June 2009 - September 2010
Roche Diagnostics March 2009 - June 2009
Pacific Growth Equities May 2007 - May 2008
Stanford University Office of Technology Licensing January 2005 - May 2007
Skills
Biotechnology, Pharmaceutical Industry, Biochemistry, Molecular Biology, Start-ups, Strategy, Financial Modeling, Lifesciences, Life Sciences
Education
The University of Texas Southwestern Medical Center at Dallas
PhD, Biochemistry
Washington University in St. Louis
B. A., Biology, General
Caroline Corner's Pacific Growth Equities Experience November 2007 - Present
Job VP at Montgomery & Co.
Industry Investment Banking
Experience
Pacific Growth Equities November 2007 - Present
montgomery & co 2005 - 2007
Education
Cornell University 1997 — 2003
Pacific Growth Equities November 2007 - Present
montgomery & co 2005 - 2007
Education
Cornell University 1997 — 2003
Chris Dodge's Pacific Growth Equities Experience October 2002 - December 2007
Job Analyst at Panoramic Capital
Industry Financial Services
Experience
Panoramic Capital October 2014 - Present
7x7 Asset Management February 2008 - December 2013
Pacific Growth Equities October 2002 - December 2007
Robertson Stephens 1998 - 2002
Pacific Telesis 1995 - 1996
Smith Barney Inc. 1993 - 1995
Skills
Financial Modeling, Investments, Hedge Funds, Equities, Equity Research, Valuation, Investment Banking
Education
Harvard Business School 1997 — 1998
MBA, Business
Yale University 1989 — 1993
BA, Economics
Panoramic Capital October 2014 - Present
7x7 Asset Management February 2008 - December 2013
Pacific Growth Equities October 2002 - December 2007
Robertson Stephens 1998 - 2002
Pacific Telesis 1995 - 1996
Smith Barney Inc. 1993 - 1995
Skills
Financial Modeling, Investments, Hedge Funds, Equities, Equity Research, Valuation, Investment Banking
Education
Harvard Business School 1997 — 1998
MBA, Business
Yale University 1989 — 1993
BA, Economics
Mark A. Platt Jr., CMT's Pacific Growth Equities Experience June 1998 - September 2008
Job Trader
Industry Capital Markets
Experience
Paulson Commodities/PGT March 2011 - Present
PCM, LLC September 2008 - Present
Pacific Growth Equities June 1998 - September 2008
RCM Capital Management September 1996 - April 1998
Standard Chartered Bank September 1995 - May 1996
Skills
Trading, Bloomberg, Investment Banking, Options, Equities, Commodity, Investments, Securities, Equity Trading, Capital Markets, Hedging, Technical Analysis, Currency, Finance, Foreign Exchange, Management, Hedge Funds, Portfolio Management, Derivatives
Education
Santa Clara University 1991 — 1995
BS, Political Science
Paulson Commodities/PGT March 2011 - Present
PCM, LLC September 2008 - Present
Pacific Growth Equities June 1998 - September 2008
RCM Capital Management September 1996 - April 1998
Standard Chartered Bank September 1995 - May 1996
Skills
Trading, Bloomberg, Investment Banking, Options, Equities, Commodity, Investments, Securities, Equity Trading, Capital Markets, Hedging, Technical Analysis, Currency, Finance, Foreign Exchange, Management, Hedge Funds, Portfolio Management, Derivatives
Education
Santa Clara University 1991 — 1995
BS, Political Science
Derrick Wood's Pacific Growth Equities Experience March 2000 - February 2009
Job Senior Research Analyst at Susquehanna International Group
Industry Investment Management
Experience
Susquehanna International Group August 2010 - Present
Wedbush Morgan Securities March 2009 - August 2010
Pacific Growth Equities March 2000 - February 2009
Van Kasper 2000 - 2000
Wood, Warren & Co 1999 - 1999
United Nations 1998 - 1998
Skills
Enterprise Software, Equity Research, Cloud Computing, Virtualization, E-commerce, CRM, Competitive Analysis, Venture Capital, Capital Markets, Analytics, Databases, Investments, Strategy, Financial Modeling, Valuation, Hedge Funds, Equities, Business Analysis, Business Intelligence
Education
Chartered Financial Analyst 2004 — 2004
University of California, Davis
Economics
Susquehanna International Group August 2010 - Present
Wedbush Morgan Securities March 2009 - August 2010
Pacific Growth Equities March 2000 - February 2009
Van Kasper 2000 - 2000
Wood, Warren & Co 1999 - 1999
United Nations 1998 - 1998
Skills
Enterprise Software, Equity Research, Cloud Computing, Virtualization, E-commerce, CRM, Competitive Analysis, Venture Capital, Capital Markets, Analytics, Databases, Investments, Strategy, Financial Modeling, Valuation, Hedge Funds, Equities, Business Analysis, Business Intelligence
Education
Chartered Financial Analyst 2004 — 2004
University of California, Davis
Economics
Adrienne Tam's Pacific Growth Equities Experience June 2007 - September 2008
Job Director, Compliance at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
Y. Katherine Xu's Pacific Growth Equities Experience 2004 - 2007
Job Senior Research Analyst, Biotechnology at William Blair & Co.
Industry Biotechnology
Experience
William Blair & Co. March 2011 - Present
Wedbush Securities June 2009 - March 2011
Credit Suisse May 2007 - February 2009
Pacific Growth Equities 2004 - 2007
Petkevich & Partners 2002 - 2004
Skills
Financial Modeling, Lifesciences, Competitive Analysis, Biotechnology, Research, Valuation, Analysis, Pharmaceutical Industry, Strategy, Due Diligence, Equity Research, Investor Relations, Corporate Development, Venture Capital, Mergers & Acquisitions
Education
Kalamazoo College
BA, Junior and Senior years, Biology
No. 4 High School of Beijing
Peking University
Freshman and Sophomore years, Biochemistry
Stanford University
PhD, Developmental Biology, School of Medicine
Stanford University
PhD Minor, Engineering- Economics Systems and Operations Research, School of Engineering
William Blair & Co. March 2011 - Present
Wedbush Securities June 2009 - March 2011
Credit Suisse May 2007 - February 2009
Pacific Growth Equities 2004 - 2007
Petkevich & Partners 2002 - 2004
Skills
Financial Modeling, Lifesciences, Competitive Analysis, Biotechnology, Research, Valuation, Analysis, Pharmaceutical Industry, Strategy, Due Diligence, Equity Research, Investor Relations, Corporate Development, Venture Capital, Mergers & Acquisitions
Education
Kalamazoo College
BA, Junior and Senior years, Biology
No. 4 High School of Beijing
Peking University
Freshman and Sophomore years, Biochemistry
Stanford University
PhD, Developmental Biology, School of Medicine
Stanford University
PhD Minor, Engineering- Economics Systems and Operations Research, School of Engineering
April Segars's Pacific Growth Equities Experience May 2006 - October 2008
Job Broker/Listing Coordinator at Sally Forster Jones Group @ John Aaroe
Industry Real Estate
Experience
Sally Forster Jones Group @ John Aaroe April 2015 - Present
Berkshire Hathaway HomeServices California Properties January 2014 - April 2015
Palladium Realty September 2009 - July 2013
Wedbush Morgan Securities October 2008 - May 2009
Pacific Growth Equities May 2006 - October 2008
Skills
Investment Properties, Microsoft Excel, Real Estate, Loans, Valuation, Sales, Real Estate Economics, Finance, Time Management, Investments, Equity Research
Education
University of Arizona 2002 — 2006
BS, Finance, General
University of Arizona, Eller College of Management 2002 — 2006
BA, Finance
Sally Forster Jones Group @ John Aaroe April 2015 - Present
Berkshire Hathaway HomeServices California Properties January 2014 - April 2015
Palladium Realty September 2009 - July 2013
Wedbush Morgan Securities October 2008 - May 2009
Pacific Growth Equities May 2006 - October 2008
Skills
Investment Properties, Microsoft Excel, Real Estate, Loans, Valuation, Sales, Real Estate Economics, Finance, Time Management, Investments, Equity Research
Education
University of Arizona 2002 — 2006
BS, Finance, General
University of Arizona, Eller College of Management 2002 — 2006
BA, Finance
John Mark Duncan's Pacific Growth Equities Experience April 2005 - December 2006
Job Finance/Investment Professional
Industry Venture Capital & Private Equity
Experience
Wave Broadband March 2015 - Present
Rally Capital, LLC January 2007 - December 2013
The MKM Trust January 2007 - March 2012
Pacific Growth Equities April 2005 - December 2006
Pacific Growth Equities June 2001 - April 2005
Pacific Growth Equities March 2000 - June 2001
Skills
Equity Research, Venture Capital, Valuation, Financial Modeling, Private Equity, Investments, Equities, Due Diligence, Capital Markets, Business Valuation, Corporate Finance, Portfolio Management, Financial Analysis, Asset Management, Mergers & Acquisitions
Education
University of Arizona
Bachelor of Science in Business Administration, Finance
Wave Broadband March 2015 - Present
Rally Capital, LLC January 2007 - December 2013
The MKM Trust January 2007 - March 2012
Pacific Growth Equities April 2005 - December 2006
Pacific Growth Equities June 2001 - April 2005
Pacific Growth Equities March 2000 - June 2001
Skills
Equity Research, Venture Capital, Valuation, Financial Modeling, Private Equity, Investments, Equities, Due Diligence, Capital Markets, Business Valuation, Corporate Finance, Portfolio Management, Financial Analysis, Asset Management, Mergers & Acquisitions
Education
University of Arizona
Bachelor of Science in Business Administration, Finance
Brendan Reidy's Pacific Growth Equities Experience March 2001 - March 2002
Job Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
Greg Stilson's Pacific Growth Equities Experience Senior Vice President Cash ManagementHambrecht & Quist1996 - 2001
Job Managing Director at Pacific Growth Equities
Industry Financial Services
Experience
Pacific Growth Equities Senior Vice President Cash ManagementHambrecht & Quist1996 - 2001
Education
University of California, Berkeley 1983 — 1988
Pacific Growth Equities Senior Vice President Cash ManagementHambrecht & Quist1996 - 2001
Education
University of California, Berkeley 1983 — 1988
Richard Lau, CFA's Pacific Growth Equities Experience September 2006 - January 2009
Job Healthcare Analyst at Foresite Capital Management
Industry Investment Management
Experience
Foresite Capital Management March 2014 - Present
Wedbush Securities January 2009 - February 2014
Pacific Growth Equities September 2006 - January 2009
Pacific Growth Equities February 2006 - September 2006
Skills
Equity Research, Investments, Valuation, Equities, Stocks, Research, Financial Modeling, Securities, Industry Analysis, Financial Reporting, Financial Analysis, Lifesciences, Capital Markets, Equity Valuation, Series 7, Corporate Finance, DCF, Equity Trading, Series 63, IPO, Equity Capital Markets, Sell Side, Investment Banking
Education
University of California, Berkeley 2001 — 2005
BA, Molecular Cell Biology
Foresite Capital Management March 2014 - Present
Wedbush Securities January 2009 - February 2014
Pacific Growth Equities September 2006 - January 2009
Pacific Growth Equities February 2006 - September 2006
Skills
Equity Research, Investments, Valuation, Equities, Stocks, Research, Financial Modeling, Securities, Industry Analysis, Financial Reporting, Financial Analysis, Lifesciences, Capital Markets, Equity Valuation, Series 7, Corporate Finance, DCF, Equity Trading, Series 63, IPO, Equity Capital Markets, Sell Side, Investment Banking
Education
University of California, Berkeley 2001 — 2005
BA, Molecular Cell Biology
Jill Ballard's Pacific Growth Equities Experience May 2004 - February 2009
Job Faculty, Academy of Art University
Industry Higher Education
Experience
Academy of Art University September 2007 - Present
Pacific Growth Equities May 2004 - February 2009
City College of San Francisco, Alemany Campus 2006 - 2006
West Language January 2005 - February 2005
City College of San Francisco, Chinatown Campus 2005 - 2005
San Francisco State University 2005 - 2005
Freelance Graphic Designer 1997 - 2004
Caminos Pathways Learning Center 2003 - 2003
KPMG 2000 - 2002
Goldman Sachs (via Bowne Business Solutions) 1997 - 2000
Skills
Writing, Teaching, Fine Art, Courses, ESL, Graphic Design, Curriculum Design, Writing Skills, Grammar, Tutoring, Print, Project Management, Curriculum Development, Graphic Design Software, Editing, Instructional Design, Photography, Books, Photoshop, Training, Adobe Creative Suite, Microsoft Word, Teaching English as a..., Research, Lesson Planning, Art Direction, International Education, Literature, Mac, Creative Writing, E-Learning, Proofreading
Education
San Francisco State University 2000 — 2006
MA, English, TESOL
SFSU Extension, Multimedia Studies Program San Francisco, CA 1993 — 1995
University of South Florida 1985 — 1989
BFA, Fine Art, Art Education
Ringling School of Art and Design 1984 — 1985
Graphic Design/Illustration
Academy of Art University September 2007 - Present
Pacific Growth Equities May 2004 - February 2009
City College of San Francisco, Alemany Campus 2006 - 2006
West Language January 2005 - February 2005
City College of San Francisco, Chinatown Campus 2005 - 2005
San Francisco State University 2005 - 2005
Freelance Graphic Designer 1997 - 2004
Caminos Pathways Learning Center 2003 - 2003
KPMG 2000 - 2002
Goldman Sachs (via Bowne Business Solutions) 1997 - 2000
Skills
Writing, Teaching, Fine Art, Courses, ESL, Graphic Design, Curriculum Design, Writing Skills, Grammar, Tutoring, Print, Project Management, Curriculum Development, Graphic Design Software, Editing, Instructional Design, Photography, Books, Photoshop, Training, Adobe Creative Suite, Microsoft Word, Teaching English as a..., Research, Lesson Planning, Art Direction, International Education, Literature, Mac, Creative Writing, E-Learning, Proofreading
Education
San Francisco State University 2000 — 2006
MA, English, TESOL
SFSU Extension, Multimedia Studies Program San Francisco, CA 1993 — 1995
University of South Florida 1985 — 1989
BFA, Fine Art, Art Education
Ringling School of Art and Design 1984 — 1985
Graphic Design/Illustration
Oliver Sun's Pacific Growth Equities Experience October 2003 - December 2004
Job Founder, President & CJO (Chief Jogging Officer) at The Dog Jogger, LLC
Industry Health, Wellness and Fitness
Experience
The Dog Jogger, LLC August 2015 - Present
RS Investments August 2007 - April 2015
UBS Financial Services January 2005 - July 2007
Pacific Growth Equities October 2003 - December 2004
Credit Suisse November 1999 - April 2003
Skills
Dogs, Dog Jogging, Dog Walking, Dog Behavior, Dog Aggression, Guitar, Guitar Playing, Acoustic Guitar, Electric Guitar, Bands, Concert Band, Trading, Trade Support, Middle Office, Charles River IMS, Eze Castle, Omgeo Oasys, Omgeo Alert, Omgeo TradeSuite, Omgeo CTM, Restricted Stock, Trade Settlement, Axys, DTC, Rule 144, Prime Brokerage
Education
University of California, Riverside 1990 — 1994
BA, Administrative Studies
The Dog Jogger, LLC August 2015 - Present
RS Investments August 2007 - April 2015
UBS Financial Services January 2005 - July 2007
Pacific Growth Equities October 2003 - December 2004
Credit Suisse November 1999 - April 2003
Skills
Dogs, Dog Jogging, Dog Walking, Dog Behavior, Dog Aggression, Guitar, Guitar Playing, Acoustic Guitar, Electric Guitar, Bands, Concert Band, Trading, Trade Support, Middle Office, Charles River IMS, Eze Castle, Omgeo Oasys, Omgeo Alert, Omgeo TradeSuite, Omgeo CTM, Restricted Stock, Trade Settlement, Axys, DTC, Rule 144, Prime Brokerage
Education
University of California, Riverside 1990 — 1994
BA, Administrative Studies
Greg Stilson's Pacific Growth Equities Experience 2007 - 2008
Job Capital Markets Professional
Industry Capital Markets
Experience
White Oak Financial Management 2009 - Present
Pacific Growth Equities 2007 - 2008
Hambrecht & Quist 1996 - 2003
Dean Witter Reynolds 1991 - 1996
Education
University of California, Berkeley 1983 — 1988
BA, Sociology
White Oak Financial Management 2009 - Present
Pacific Growth Equities 2007 - 2008
Hambrecht & Quist 1996 - 2003
Dean Witter Reynolds 1991 - 1996
Education
University of California, Berkeley 1983 — 1988
BA, Sociology
Arland Petersen's Pacific Growth Equities Experience August 2002 - January 2006
Job Partner, Agri Cura LLC
Industry Investment Management
Experience
Agri Cura LLC 2007 - Present
Pacific Growth Equities August 2002 - January 2006
Hambrecht & Quist, Chase H&Q, JPMorgan Chase, JPMorgan March 1992 - March 2002
Volpe, Covington & Welty March 1989 - March 1992
Smith Barney Harris Upham & Company June 1986 - March 1989
Skills
Equities, IPO, Capital Markets, Investments, Private Equity, Valuation, Asset Management, Alternative Investments, Asset Managment, Hedge Funds, Equity Research, Corporate Finance, Investment Banking, Investor Relations, Mergers & Acquisitions, Venture Capital, Business Valuation, Financial Modeling, Portfolio Management, Mutual Funds, Private Placements, Due Diligence, Financial Analysis, Trading, Corporate Development, Investment Management, Securities, Equity Capital Markets, Series 7, M&A experience, Equity Trading, Institutional, Institutional..., Investment Advisory, Equity Valuation, Options, FINRA, Series 63, Investment Strategies, Fund Of Funds, Emerging Markets, Bloomberg, Competitive Analysis, Asset Allocation, LBO, Finance, Restructuring, Financial Structuring, Capital
Education
University of Pennsylvania - The Wharton School
MBA
University of Miami
Bachelor of Music
Agri Cura LLC 2007 - Present
Pacific Growth Equities August 2002 - January 2006
Hambrecht & Quist, Chase H&Q, JPMorgan Chase, JPMorgan March 1992 - March 2002
Volpe, Covington & Welty March 1989 - March 1992
Smith Barney Harris Upham & Company June 1986 - March 1989
Skills
Equities, IPO, Capital Markets, Investments, Private Equity, Valuation, Asset Management, Alternative Investments, Asset Managment, Hedge Funds, Equity Research, Corporate Finance, Investment Banking, Investor Relations, Mergers & Acquisitions, Venture Capital, Business Valuation, Financial Modeling, Portfolio Management, Mutual Funds, Private Placements, Due Diligence, Financial Analysis, Trading, Corporate Development, Investment Management, Securities, Equity Capital Markets, Series 7, M&A experience, Equity Trading, Institutional, Institutional..., Investment Advisory, Equity Valuation, Options, FINRA, Series 63, Investment Strategies, Fund Of Funds, Emerging Markets, Bloomberg, Competitive Analysis, Asset Allocation, LBO, Finance, Restructuring, Financial Structuring, Capital
Education
University of Pennsylvania - The Wharton School
MBA
University of Miami
Bachelor of Music
Stephen Massocca's Pacific Growth Equities Experience April 1991 - January 2009
Job Managing Director, Wedbush Equity Management, LLC
Industry Investment Management
Experience
Wedbush Equity Management LLC January 2009 - Present
Pacific Growth Equities April 1991 - January 2009
Volpe, Covington and Welty January 1987 - April 1991
Montgomery Securities 1982 - 1987
Skills
Equities, Portfolio Management, Trading, Private Equity, Series 7, Alternative Investments, Mutual Funds, Venture Capital, ETFs, Investments, Funding, Equity Research, Financial Services, Securities, Valuation, Asset Management, Private Placements, Equity Trading, Management, Investor Relations, Options, Investment Management, Capital Markets, Hedge Funds
Education
Golden Gate University 1978 — 1981
BA, Accounting
Wedbush Equity Management LLC January 2009 - Present
Pacific Growth Equities April 1991 - January 2009
Volpe, Covington and Welty January 1987 - April 1991
Montgomery Securities 1982 - 1987
Skills
Equities, Portfolio Management, Trading, Private Equity, Series 7, Alternative Investments, Mutual Funds, Venture Capital, ETFs, Investments, Funding, Equity Research, Financial Services, Securities, Valuation, Asset Management, Private Placements, Equity Trading, Management, Investor Relations, Options, Investment Management, Capital Markets, Hedge Funds
Education
Golden Gate University 1978 — 1981
BA, Accounting
Carolyn Tsai's Pacific Growth Equities Experience July 1999 - July 2001
Job Deputy Attorney General at State of California, DOJ, Office of the Attorney General
Industry Law Practice
Experience
State of California, DOJ, Office of the Attorney General March 2015 - Present
City of Oakland October 2005 - March 2015
Pacific Growth Equities July 1999 - July 2001
Skills
Municipal Law, Civil Litigation, Administrative Law, Litigation, Policy Analysis, Commercial Litigation, Trials, Legal Research, Courts, Hearings, Legal Writing, Public Policy, Appeals, Civil Rights, Mediation
Education
University of California, Hastings College of the Law 2002 — 2005
JD
University of California, Berkeley 1995 — 1999
BA, Political Science
State of California, DOJ, Office of the Attorney General March 2015 - Present
City of Oakland October 2005 - March 2015
Pacific Growth Equities July 1999 - July 2001
Skills
Municipal Law, Civil Litigation, Administrative Law, Litigation, Policy Analysis, Commercial Litigation, Trials, Legal Research, Courts, Hearings, Legal Writing, Public Policy, Appeals, Civil Rights, Mediation
Education
University of California, Hastings College of the Law 2002 — 2005
JD
University of California, Berkeley 1995 — 1999
BA, Political Science
Nuala Peoples Mamdani's Pacific Growth Equities Experience July 2002 - June 2008
Job Executive Assistant at Hellman & Friedman
Industry Financial Services
Experience
Hellman & Friedman June 2008 - Present
Pacific Growth Equities July 2002 - June 2008
Deutsche Bank Securities August 2000 - July 2002
Education
Saint Mary's College of California 1998 — 2000
BS, Business Administration
Hellman & Friedman June 2008 - Present
Pacific Growth Equities July 2002 - June 2008
Deutsche Bank Securities August 2000 - July 2002
Education
Saint Mary's College of California 1998 — 2000
BS, Business Administration
Dennis Kuzmicky's Pacific Growth Equities Experience 2004 - 2008
Job Accounts Payable Accountant at BTIG
Industry Financial Services
Experience
BTIG August 2010 - Present
Wedbush Morgan Securities (Pacific Growth Equities) 2004 - August 2010
Pacific Growth Equities 2004 - 2008
Quality Bay Construction June 2003 - April 2004
Rothstien Kass & Co., P.C. January 2003 - April 2003
N.V. Heathorn Company February 2002 - October 2002
Monterey Mechanical Company February 1989 - November 2001
Skills
Financial Statements, Account Reconciliation, Financial Accounting, Fixed Assets, Expenses, Accounting, Financial Analysis, Financial Reporting, General Ledger, Finance, GAAP, QuickBooks, Forecasting, Microsoft Excel, Microsoft Word, Banking, Accounts Payable, Payroll, Cash Flow
Education
California State University-East Bay 1980 — 1985
Bachelors, Business Administration/Accounting
BTIG August 2010 - Present
Wedbush Morgan Securities (Pacific Growth Equities) 2004 - August 2010
Pacific Growth Equities 2004 - 2008
Quality Bay Construction June 2003 - April 2004
Rothstien Kass & Co., P.C. January 2003 - April 2003
N.V. Heathorn Company February 2002 - October 2002
Monterey Mechanical Company February 1989 - November 2001
Skills
Financial Statements, Account Reconciliation, Financial Accounting, Fixed Assets, Expenses, Accounting, Financial Analysis, Financial Reporting, General Ledger, Finance, GAAP, QuickBooks, Forecasting, Microsoft Excel, Microsoft Word, Banking, Accounts Payable, Payroll, Cash Flow
Education
California State University-East Bay 1980 — 1985
Bachelors, Business Administration/Accounting
Gregory Stilson's Pacific Growth Equities Experience 2007 - 2008
Job Managing Director Fixed Income
Industry Financial Services
Experience
White Oak Global Advisors, LLC 2009 - Present
Marinwood Fire Department 1997 - Present
Lucas Valley Swim Team 2005 - 2013
Pacific Growth Equities 2007 - 2008
Citigroup Cash Management 2004 - 2007
Hambrecht & Quist LLC 1996 - 2002
Dean Witter Reynolds, LLC 1991 - 1996
Skills
Bloomberg, Fixed Income, Training, Investments, Financial Modeling, Capital Markets, Mergers & Acquisitions, Asset Management, Management, Due Diligence, Private Equity, Valuation, Investment Banking, Portfolio Management, Equities, Venture Capital, Hedge Funds, Equity Research, Business Strategy, Financial Analysis, Securities, Series 7, Trading, Corporate Finance, Investment Advisory, Strategic Planning, Alternative Investments
Education
University of California, Berkeley 1983 — 1988
BA
Terra Linda High School
White Oak Global Advisors, LLC 2009 - Present
Marinwood Fire Department 1997 - Present
Lucas Valley Swim Team 2005 - 2013
Pacific Growth Equities 2007 - 2008
Citigroup Cash Management 2004 - 2007
Hambrecht & Quist LLC 1996 - 2002
Dean Witter Reynolds, LLC 1991 - 1996
Skills
Bloomberg, Fixed Income, Training, Investments, Financial Modeling, Capital Markets, Mergers & Acquisitions, Asset Management, Management, Due Diligence, Private Equity, Valuation, Investment Banking, Portfolio Management, Equities, Venture Capital, Hedge Funds, Equity Research, Business Strategy, Financial Analysis, Securities, Series 7, Trading, Corporate Finance, Investment Advisory, Strategic Planning, Alternative Investments
Education
University of California, Berkeley 1983 — 1988
BA
Terra Linda High School
Mitchell Crisci's Pacific Growth Equities Experience May 2007 - August 2008
Job Vice President, Business Development at Performance Improvement Partners
Industry Management Consulting
Experience
Performance Improvement Partners, LLC January 2009 - Present
MGC Consulting Company llc September 2008 - Present
Pacific Growth Equities May 2007 - August 2008
Moors & Cabot January 2005 - January 2007
Schwab Soundview Capital Markets January 2001 - November 2004
Merrill Lynch January 1999 - June 2000
Education
University of Colorado Boulder 1996 — 2000
Double Degree Program, Business Administration: Finance Major, Marketing Minor and Bachelor of Arts: Communications Major
Performance Improvement Partners, LLC January 2009 - Present
MGC Consulting Company llc September 2008 - Present
Pacific Growth Equities May 2007 - August 2008
Moors & Cabot January 2005 - January 2007
Schwab Soundview Capital Markets January 2001 - November 2004
Merrill Lynch January 1999 - June 2000
Education
University of Colorado Boulder 1996 — 2000
Double Degree Program, Business Administration: Finance Major, Marketing Minor and Bachelor of Arts: Communications Major
Ed Harelik's Pacific Growth Equities Experience 1999 - 2003
Job Managing Director at Paulson Investment Company
Industry Financial Services
Experience
Paulson Investment Company August 2014 - Present
Esposito Global November 2011 - June 2014
Pacific Growth Equities 1999 - 2003
Southwest Securities 1996 - 1999
Alex Brown & Sons, Inc. 1987 - 1988
Bear Stearns 1986 - 1987
Skills
Investments, Equities, Microsoft Excel, Financial Modeling, Portfolio Management, Series 7, Asset Management, Fixed Income, Sales, Equity Research, Securities, Financial Analysis, Bloomberg, Alternative Investments, Capital Markets, Hedge Funds, Series 63, Institutional Sales, Bonds
Education
The University of Texas at Austin 1978 — 1982
Latin American Studies
Paulson Investment Company August 2014 - Present
Esposito Global November 2011 - June 2014
Pacific Growth Equities 1999 - 2003
Southwest Securities 1996 - 1999
Alex Brown & Sons, Inc. 1987 - 1988
Bear Stearns 1986 - 1987
Skills
Investments, Equities, Microsoft Excel, Financial Modeling, Portfolio Management, Series 7, Asset Management, Fixed Income, Sales, Equity Research, Securities, Financial Analysis, Bloomberg, Alternative Investments, Capital Markets, Hedge Funds, Series 63, Institutional Sales, Bonds
Education
The University of Texas at Austin 1978 — 1982
Latin American Studies
Don Padou's Pacific Growth Equities Experience January 1999 - June 2002
Job Attorney at Don Padou
Industry Law Practice
Experience
Law Office of Don Padou January 2012 - Present
Mt. Hamilton Capital December 2006 - December 2011
U.S. China Economic and Security Review Commission January 2006 - September 2006
Pacific Growth Equities January 1999 - June 2002
Bear Stearns, Inc. September 1997 - December 1998
Volpe, Welty & Co. October 1992 - February 1997
Frshbach Brothers 1988 - 1991
Education
University of the District of Columbia - The David A. Clarke School of Law 2008 — 2011
Doctor of Law (J.D.)
Georgetown University 2004 — 2005
Master of Arts (M.A.), National Security Policy Studies
University of San Francisco
Bachelor of Arts (B.A.), U.S. History
Law Office of Don Padou January 2012 - Present
Mt. Hamilton Capital December 2006 - December 2011
U.S. China Economic and Security Review Commission January 2006 - September 2006
Pacific Growth Equities January 1999 - June 2002
Bear Stearns, Inc. September 1997 - December 1998
Volpe, Welty & Co. October 1992 - February 1997
Frshbach Brothers 1988 - 1991
Education
University of the District of Columbia - The David A. Clarke School of Law 2008 — 2011
Doctor of Law (J.D.)
Georgetown University 2004 — 2005
Master of Arts (M.A.), National Security Policy Studies
University of San Francisco
Bachelor of Arts (B.A.), U.S. History
Brian Rudick's Pacific Growth Equities Experience July 2007 - January 2009
Job Senior Medical Director at Executive Health Resources
Industry Hospital & Health Care
Experience
Executive Health Resources February 2009 - Present
Pacific Growth Equities July 2007 - January 2009
Clearview Projects July 2006 - June 2007
Weatherby Locums July 2006 - June 2007
Thomas Jefferson University Hospitals July 2003 - June 2006
University of Maryland School of Medicine August 1999 - June 2003
MultiSource Management March 1995 - July 1999
Price Waterhouse July 1992 - February 1995
The Wharton School of the University of Pennsylvania August 1990 - June 1992
John Nuveen and Company July 1988 - June 1990
Skills
Utilization Management, Healthcare Consulting, Healthcare Management, Medicare, Emergency Medicine, Quality Improvement, Medicaid, Healthcare, Hospitals, Physicians, Medicine, Managed Care, Health Policy, Disease Management, Venture Capital, Investments, Healthcare Information...
Education
Thomas Jefferson University 2003 — 2006
Emergency Medicine Residency, Emergency Medicine Residency Program
University of Maryland School of Medicine 1999 — 2003
Doctor of Medicine (MD), Medicine
University of Pennsylvania - The Wharton School 1990 — 1992
Master of Business Administration (MBA), Multinational Management
University of Michigan 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Executive Health Resources February 2009 - Present
Pacific Growth Equities July 2007 - January 2009
Clearview Projects July 2006 - June 2007
Weatherby Locums July 2006 - June 2007
Thomas Jefferson University Hospitals July 2003 - June 2006
University of Maryland School of Medicine August 1999 - June 2003
MultiSource Management March 1995 - July 1999
Price Waterhouse July 1992 - February 1995
The Wharton School of the University of Pennsylvania August 1990 - June 1992
John Nuveen and Company July 1988 - June 1990
Skills
Utilization Management, Healthcare Consulting, Healthcare Management, Medicare, Emergency Medicine, Quality Improvement, Medicaid, Healthcare, Hospitals, Physicians, Medicine, Managed Care, Health Policy, Disease Management, Venture Capital, Investments, Healthcare Information...
Education
Thomas Jefferson University 2003 — 2006
Emergency Medicine Residency, Emergency Medicine Residency Program
University of Maryland School of Medicine 1999 — 2003
Doctor of Medicine (MD), Medicine
University of Pennsylvania - The Wharton School 1990 — 1992
Master of Business Administration (MBA), Multinational Management
University of Michigan 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Peter Svendsen's Pacific Growth Equities Experience January 1999 - November 2005
Job Financial Services Consultant
Industry Financial Services
Experience
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics