Pathway Capital Management

Industry: Company

Description

Founded: 1991 Subsidiaries: Pathway Capital Management (Hk) Limited, Pathway Capital Management (UK) LimitedFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportPathway Capital ManagementWebsiteDirections Saved (0) Saved Save Financial institution in Providence, Rhode Island Address: 500 Exchange St, Providence, RI 02903 Phone: (401) 589-3400Place name: : : : Hours: Category: Website: : : : Website: http://www.pathwaycapital.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pathway Capital Management Posting publicly on the Web Write a review Reviews Be the first to review

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Pathway Capital Management Employees

Employee
Years
Job
Industry
Lauren Brazile Lauren Brazile Seal Beach, California Details
Lauren Brazile's Pathway Capital Management Experience August 2013 - October 2013
Job Western Shield
Industry Accounting
Experience
Western Shield Label Company   July 2014 - Present
CalCPA  January 2013 - December 2013
Pathway Capital Management   August 2013 - October 2013
American Honda Motor Company, Inc.   August 2012 - August 2013

Skills
Microsoft Office, Visio, Peachtree, Tax Software, SnagIt, Lotus Notes, Windows Vista, Windows 7, Social Media Measurement, Market Research, Video Conferencing, Microsoft Excel, PowerPoint, Time Management, Accounting, QuickBooks, Management, Microsoft Word, Customer Service, Public Speaking, Leadership, Budgets, Team Building, Access

Education
California State University-Long Beach   2012 — 2014
Bachelor's degree, Accountancy

Cypress College   2009 — 2011
Associate of Arts (AA), Business Administration and Management, General, 3.8

Jeremy Ebstein Jeremy Ebstein San Francisco, California Details
Jeremy Ebstein's Pathway Capital Management Experience August 2013 - Present
Job Senior Investment Analyst at Pathway Capital Management
Industry Banking
Experience
Pathway Capital Management   August 2013 - Present
Vaquero Capital  November 2011 - July 2013
San Diego Padres  March 2011 - September 2011
Octagon  October 2008 - June 2010
University of California, San Francisco  2001 - 2005

Skills
PowerPoint, Excel, Word, Outlook, Stata, Matlab, Statistics, Microsoft Office, Financial Modeling, Research, Data Analysis, Financial Analysis, Economics, Valuation, Investment Banking, Investments, Private Equity, Venture Capital, Due Diligence, Bloomberg, Mergers & Acquisitions, Finance, Microsoft Excel, Microsoft Word

Education
University of California, San Diego
BS, BA, Management Science, Psychology

Lick-Wilmerding High School

Lyndsey McLaughlan Lyndsey McLaughlan Greater Denver Area Details
Lyndsey McLaughlan's Pathway Capital Management Experience February 1998 - December 2008
Job Business Development at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates  September 2011 - Present
OC Walk to Remember   2005 - 2012
Pathway Capital Management   February 1998 - December 2008
Junior League of Pasadena, Inc.   August 1990 - May 2006
Los Angeles County Employees Retirement Association  August 1991 - January 1998
Los Angeles County Treasurer Tax Collector   June 1987 - July 1991

Skills
Business Development, Due Diligence, Financial Analysis, Investments, Management, Private Equity, Strategic Planning, Investor Relations, Equities, Nonprofits, CRM, Fixed Income, Investment Management, New Business Development, Real Estate

Education
Manual High School   1980 — 1983

East High School

University of Southern California
BA, Economics

Nicole Hagelberg Nicole Hagelberg Brea, California Details
Nicole Hagelberg's Pathway Capital Management Experience October 2013 - January 2014
Job Administrative Assistant at Fieldstead and Company
Industry Philanthropy
Experience
Fieldstead and Company   May 2015 - Present
Fieldstead and Company   March 2014 - April 2015
Pathway Capital Management   October 2013 - January 2014
Oregon State University  September 2011 - June 2013

Skills
Event Planning, Research, Leadership, Social Networking, Social Media, Teamwork, Time Management, Microsoft Office, Customer Service, Microsoft Excel, Writing, Higher Education, Facebook, Management, PowerPoint, Microsoft Word, Organization &...

Education
UC Irvine, Extension   2014 — 2015
Human Resources Certificate, Human Resources Management/Personnel Administration, General, A

Oregon State University   2009 — 2013
Bachelor of Science (BS), Sociology, GPA 3.3

University of Sussex   2012 — 2012
English Language and Literature, General, B

Brea Olinda High School   2005 — 2009
GPA 3.53

Fallon Fuetterer Fallon Fuetterer Orange County, California Area Details
Fallon Fuetterer's Pathway Capital Management Experience February 2010 - October 2010
Job Senior Accountant at Craig Realty Group
Industry Accounting
Experience
Craig Realty Group  December 2013 - Present
Sabey Corporation  October 2012 - November 2013
Frazer, LLP  October 2010 - August 2012
Pathway Capital Management   February 2010 - October 2010

Skills
Accounting, Financial Accounting, QuickBooks, US GAAP, Financial Statements, Tax Preparation, ProSystem fx Tax, CCH ProSystem fx, Financial Reporting, Budgets, General Ledger, Internal Controls, Microsoft Office, Microsoft Word

Education
California State University-Fullerton - College of Business and Economics   2005 — 2010
B.A., Accounting

Shuai (Dominique) Wu Shuai (Dominique) Wu Irvine, California Details
Shuai (Dominique) Wu's Pathway Capital Management Experience January 2015 - July 2015
Job Fund Accounting Intern at Pathway Capital Management
Industry Accounting
Experience
Pathway Capital Management   January 2015 - July 2015
PwC  June 2014 - August 2014

Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Account Reconciliation, Microsoft Word, Finance, QuickBooks, Teamwork, Invoicing, Bank Reconciliation, Analytics, MS Excel Pivot Tables, Income Tax, Chinese Culture, Time Management, Research, Financial Statements, Event Planning, Auditing

Education
University of Southern California   2015 — 2016
Master of Business Taxation, Taxation

University of California, Irvine   2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration; Specializing in Accounting, GPA 3.84

Alice Cope Alice Cope Orange County, California Area Details
Alice Cope's Pathway Capital Management Experience April 2015 - Present
Job Investment Analyst at Pathway Capital Management
Industry Venture Capital & Private Equity
Experience
Pathway Capital Management   April 2015 - Present
EY  July 2013 - March 2015
EY  June 2012 - August 2012
Federal Reserve Board of Governors  January 2012 - June 2012
Cornell University  January 2011 - May 2011
California State Senate  May 2010 - August 2010

Skills
Nonprofits, Research, Microsoft Excel, Economics, Community Outreach, Public Speaking, Stata, Social Media, Management, Social Media Marketing, PowerPoint, Microsoft Office, Excel, Outlook, Blogging, Qualitative Research, Advertising, Data Analysis, Spanish, Microsoft Word, SPSS, Leadership, Event Planning, Strategic Consulting, Management Consulting, Finance

Education
Cornell University   2009 — 2013
Bachelor of Science, Policy Analysis and Management - College of Human Ecology

Newport Harbor High School   2005 — 2009

Oliver Moravcevic Oliver Moravcevic Irvine, California Details
Oliver Moravcevic's Pathway Capital Management Experience May 2011 - April 2012
Job Senior Financial Analyst at Edwards Lifescineces
Industry Financial Services
Experience
Edwards Lifesciences  July 2014 - Present
Edwards Lifesciences  July 2012 - June 2014
Pathway Capital Management   May 2011 - April 2012
Law offices of Higbee and Associates  December 2010 - March 2011

Skills
JDE Enterprise One, Hyperion HFM, Microsoft Office, Midas, Finance, Analysis, Financial Analysis, Forecasting, Data Analysis, Financial Reporting, Business Valuation, Accounting, Microsoft Excel, Cost Accounting, Financial Modeling, Investments, Due Diligence, PowerPoint, Market Research, Research, Management, Strategic Financial..., Access, Research Analysis, Variance Analysis, JD Edwards, FX trading, FX Hedging, FX Derivatives, Bloomberg Terminal, QlikView

Education
University of California, Irvine - The Paul Merage School of Business   2010 — 2012
Bachelor of Science, Business Administration

Orange Coast College   2008 — 2010
Associate of Arts (AA), Liberal Arts

Eric Friestad Eric Friestad Los Angeles, California Details
Eric Friestad's Pathway Capital Management Experience February 2011 - May 2012
Job Audit at Holthouse Carlin & Van Tright LLP
Industry Accounting
Experience
Holthouse Carlin & Van Trigt LLP  December 2014 - Present
Nigro Karlin Segal & Feldstein, LLP   August 2012 - November 2014
Pathway Capital Management   February 2011 - May 2012
Ellen H. Friestad CPA   August 2010 - February 2011

Skills
Financial Accounting, Auditing, Accounting, Financial Analysis, Financial Reporting, Financial Statements

Education
Chapman University   2008 — 2012
B.A., Accounting

University of Virginia   2009 — 2009
Semester at Sea

Chyntia Devi Chyntia Devi Fullerton, California Details
Chyntia Devi's Pathway Capital Management Experience May 2014 - October 2014
Job Tax Intern at Pathway Capital Management
Industry Accounting
Experience
Bolar Hirsch & Jennings LLP  January 2015 - Present
Pathway Capital Management   May 2014 - October 2014
ELLS CPAs & Business Advisors  January 2014 - April 2014
CRU Real Estate Group  October 2013 - January 2014

Skills
Accounting, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Access, Customer Service, Accounts Payable, Tax Preparation, Bookkeeping, Time Management, Financial Reporting, Accounts Receivable, Mandarin, Finance, English, Payroll, Team Management, Leadership, ProSystem fx Tax

Education
California State University-Fullerton   2012 — 2014

Saddleback College   2010 — 2012
Associate's degree, Accounting and Business/Management

Beijing Union University   2007 — 2008
Certificate, Chinese Language and Literature

Spencer Huynh Spencer Huynh Greater Los Angeles Area Details
Spencer Huynh's Pathway Capital Management Experience July 2013 - December 2013
Job Operations Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  June 2015 - Present
Deloitte  June 2014 - August 2014
Broadcom  January 2014 - June 2014
Pathway Capital Management   July 2013 - December 2013
UC Irvine - Department of Economics   December 2011 - July 2013

Skills
Quantitative Research, Financial Accounting, Investments, Microsoft Excel, Statistical Data..., Statistical Modeling, Quantitative Analytics, Quantitative Finance, Public Speaking, Business Development, Entrepreneurship, Relational Databases, Management, Data Cleaning, R, Valuation

Education
University of California, Irvine   2011 — 2015
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics

National Taiwan Normal University   2012 — 2012
Mandarin

Arcadia High School   2007 — 2011

Allison Dolder McDonald Allison Dolder McDonald Columbus, Ohio Details
Allison Dolder McDonald's Pathway Capital Management Experience October 2010 - August 2012
Job Social Media & Marketing Specialist
Industry Marketing and Advertising
Experience
Blonde Velveteen   September 2014 - Present
Wardrobe Therapy   January 2015 - July 2015
Resource  November 2013 - January 2015
L*Space Swimwear  May 2014 - July 2014
L*Space Swimwear  September 2012 - August 2013
Tartan & Sequins   January 2012 - March 2013
Mode-Moderne Journal   May 2012 - August 2012
Pathway Capital Management   October 2010 - August 2012
Orbitz Worldwide  September 2007 - June 2010
Deloitte & Touche  September 2006 - September 2007

Skills
Social Media, Social Media Marketing, Digital Marketing, Copywriting, Fashion, Blogging, Styling, Online Marketing, Social Media..., Social Media Outreach, Marketing Management, Creative Direction, Creative Writing, Apparel, Public Relations, Copy Editing, Brand Development, Brand Management, Brand Implementation, Art Direction, Relationship Management, Swimwear, Content Management, Content Strategy, Web Content, Instagram, Pinterest, E-commerce, Event Planning, Social media marketing

Education
Miami University   2002 — 2006
Bachelors of Science, Emphasis: Accountancy and Marketing

Paolo Manaloto Paolo Manaloto Irvine, California Details
Paolo Manaloto's Pathway Capital Management Experience October 2014 - Present
Job Investment Analyst Intern at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management   October 2014 - Present
WD, a Western Digital company  May 2014 - September 2014
McGladrey  July 2014 - July 2014

Skills
PowerPoint, Microsoft Excel, Research, Windows, French Cuisine, Finance, Financial Analysis, Microsoft Office, Quality Assurance, Visio, Outlook, French, Financial Modeling, Equity Research, Investments, Corporate Finance, Private Equity, Microsoft Word, Customer Service, Social Media, Teamwork, Public Speaking, HTML, English, Data Analysis

Education
University of California, Irvine - The Paul Merage School of Business   2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, Finance, 3.80

University of California, Irvine   2011 — 2015
Bachelor of Arts (B.A.) - Cum Laude, Economics, 3.80

Institut d'Etudes politiques de Paris / Sciences Po Paris   2013 — 2014
Economics & Business, GPA: 3.95

Rod Kent Rod Kent Huntington Beach, California Details
Rod Kent's Pathway Capital Management Experience September 2004 - Present
Job Software Developer at Pathway Capital Management
Industry Venture Capital & Private Equity
Experience
Pathway Capital Management   September 2004 - Present
USC Shoah Foundation Institute  April 1994 - June 2008
Web Crossing   February 1991 - August 2004

Skills
Video Effects, Screenwriting, Boy Scouts, Novels, iPhone Application..., Private Equity, Rockets, Rock Climbing, Scuba Diving, 4D, Final Cut Pro, iMovie, Video Production, Video Editing, Videography, Digital Video, Web Development, Web Design, SQL, Lisp, C++, Cray, Mac OS, Linux, Software Engineering, Dad, Programming Languages, Objective-C, Database Design, Database Administration, JavaScript, Java, Website Development, Lego's

Education
Orange Coast College   2001 — 2004
None, Video Production, A

Cal Poly Pomona   1980 — 1987
Bachelor of Science (B.S.), Computer Science

Tracy Lam Tracy Lam Orange County, California Area Details
Tracy Lam's Pathway Capital Management Experience February 2014 - June 2014
Job Business Technology Analyst Intern at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting LLP  June 2015 - August 2015
Career Center, UC Irvine   October 2014 - June 2015
Experian  June 2014 - September 2014
Pathway Capital Management   February 2014 - June 2014
Career Center, UC Irvine   September 2013 - June 2014
Telephone Outreach Program, UC Irvine   October 2012 - January 2014
Yesgain   September 2012 - March 2013
Radix Learning Summer Program   June 2012 - July 2012
Insane Ink  August 2011 - June 2012

Skills
Leadership, Marketing, Social Media, Sales, Communication, Training, Community Outreach, Photoshop, Recruiting, Teaching, Analysis, Interviews, Start-ups, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel

Education
University of California, Irvine   2012 — 2016
Bachelor's Degree, Bachelors of Arts in Business Administration

Piedmont Hills High School   2008 — 2012
High School

Allison Bales Allison Bales Oklahoma City, Oklahoma Area Details
Allison Bales's Pathway Capital Management Experience August 2005 - June 2008
Job Project Manager at Devon Energy
Industry Oil & Energy
Experience
Devon Energy  February 2015 - Present
Devon Energy  January 2014 - February 2015
Devon Energy  July 2012 - January 2014
Johnson Controls  2010 - 2013
Chesapeake Energy  2008 - 2010
Pathway Capital Management   August 2005 - June 2008

Skills
Management, Oil, Petroleum, Energy, Gas, Accounts Payable, Analysis, Customer Service, Natural Gas, Pipelines, Onshore, Energy Industry, Supervisory Skills, Contract Management, Project Engineering

Education
Oklahoma City University   2015 — 2017
Bachelor of Business Administration (B.B.A.)

Oklahoma City Community College   2012 — 2015
Associate's degree, Business Administration and Management, General

Chris Harraka Chris Harraka Yorba Linda, California Details
Chris Harraka's Pathway Capital Management Experience September 2015 - Present
Job Investment Analyst Intern at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   September 2015 - Present
Goldman Sachs  May 2015 - August 2015
Mihaylo College Tutoring Center   January 2015 - May 2015
Applied Security Analysis Program   May 2014 - May 2015
Deloitte  June 2014 - June 2014

Skills
Marketing, Management, Teamwork, Microsoft Office, Entrepreneurship, Leadership, Time Management, Public Speaking, Communication, Investments, Finance, Financial Analysis, Portfolio Management, Equity Research, Valuation, Research

Education
California State University-Fullerton   2012 — 2016
Bachelor's Degree, Business Administration, Finance, 3.97

Valencia High School   2009 — 2012
High School, 4.40

Denise Zhu Denise Zhu Orange County, California Area Details
Denise Zhu's Pathway Capital Management Experience September 2013 - February 2014
Job Account Management Analyst at PAAMCO
Industry Investment Management
Experience
PAAMCO  July 2014 - Present
PAAMCO  February 2014 - June 2014
Pathway Capital Management   September 2013 - February 2014
JPMorgan Chase  June 2013 - August 2013
Prudential Financial  May 2012 - June 2013
Orange County Projector Rentals   June 2011 - September 2012
Shanghai Pudong Development Bank  June 2010 - August 2010

Skills
Marketing, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, Time Management, Analysis, PowerPoint, Outlook, Teamwork, Salesforce.com, Leadership, SPSS, Marketing Research, Recruiting, Market Research, Account Management, Customer Relations, Event Planning

Education
University of California, Irvine   2010 — 2014
Bachelor of Arts (B.A.), Business Economics

Bear River High School   2006 — 2010

Oxana Kachtanova Oxana Kachtanova Belmont, California Details
Oxana Kachtanova's Pathway Capital Management Experience December 2008 - November 2009
Job Manager, FP&A and Strategy at Quixey
Industry Internet
Experience
Quixey  October 2014 - Present
Wize Commerce (formerly Nextag)   June 2014 - October 2014
Wize Commerce (formerly Nextag)   July 2012 - October 2014
Visa  July 2011 - July 2012
Goldman Sachs  July 2010 - June 2011
Pathway Capital Management   December 2008 - November 2009
Johnson & Johnson  February 2008 - August 2008
Harvey & Company LLC  October 2007 - January 2008
Merrill Lynch  June 2007 - September 2007
Forval International   June 2007 - September 2007

Skills
Forecasting, Financial Modeling, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Due Diligence, Corporate Finance, Analytics, Microsoft Excel, Microsoft Office, Bloomberg, Valuation, Investment Banking, Financial Reporting, Market Research, Private Equity, Business Analysis, Finance, PowerPoint, Research, Business Planning, Competitive Analysis, Essbase, Retail, Consumer Products, Payments, Capital IQ, Hyperion, Cognos, Hyperion Enterprise, Hyperion Planning, Excel, Bloomberg Terminal, Business Valuation, Photoshop, Corporate FP&A, Smartview, Process Improvement, Facebook, Business Process..., New Business Development, Entrepreneurship, E-commerce, Search Advertising, Photography, Written & Oral..., Comparison Shopping..., Comparison Shopping, Online Advertising

Education
University of California, Irvine   2006 — 2009
B.A.

Investment Banking Institute   2008 — 2008

CFA Institute   2008 — 2008
CFA Level I Candidate (December 2008)

Albert Baloiu Albert Baloiu Irvine, California Details
Albert Baloiu's Pathway Capital Management Experience March 2015 - Present
Job System Administrator at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   March 2015 - Present
StudioPMG  August 2013 - December 2014
Stanbridge College  April 2010 - July 2013
Unlimited Innovations  January 2010 - April 2010
Centurion Real-Estate   January 2007 - January 2010
NovaStar Mortgage  March 2003 - December 2006

Skills
Disaster Recovery, Cisco Technologies, System Administration, Project Management, A+ Certified, Active Directory, Network Administration, Servers, Computer Hardware, SharePoint, Norton Ghost, Network+, Windows 7 Configuring..., Server 2008 Network..., Client Support, Troubleshooting, Remote Troubleshooting, Networking, Network Architecture, Network Design, Network Security, Clien Support, Smartboard, Wireless Networking, Wireless Security, Hardware Diagnostics, Hardware Installation, IT Hardware Support, Dell Computers, Dell PowerEdge Servers, Dell OpenManage, Dell Workstations, Microsoft Exchange, Backup Exec, Windows 7, Customer Support, Help Desk Support, Firewalls, Cisco Routers, Microsoft Certified..., Windows Server, DNS, CompTIA A+ Certification, Technical Support, VMware, Server Administration, Antivirus, Computer Repair, Windows Vista, DHCP

Education
Stanbridge College   2012 — 2014
Bachelor of Science (BS), Information Technology

Stanbridge College   2009 — 2011
Associate's degree, Information Technology

Sebastian Stasiak Sebastian Stasiak Irvine, California Details
Sebastian Stasiak's Pathway Capital Management Experience September 2015 - Present
Job Investment Analyst Intern at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management   September 2015 - Present
Student Managed Investment Fund at UC Irvine   February 2015 - Present
Irvine Company  June 2015 - August 2015
Starbucks  May 2014 - August 2015
Bank of the West  July 2013 - October 2014

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Management, Leadership, Cash Handling, Customer Service, Public Speaking, Research, 10 Key, Photoshop, Lightroom, Time Management, Equity Research, Sales

Education
University of California, Irvine   2014 — 2016
Bachelor's Degree, Business Administration, Triple Emphasis in Finance, Marketing and Accounting, 3.916

Great Oak High School   2008 — 2012

Joshua Marsh Joshua Marsh Greater Los Angeles Area Details
Joshua Marsh's Pathway Capital Management Experience September 2002 - May 2003
Job Agent Intern
Industry Insurance
Experience
State Farm Insurance  July 2014 - Present
Dan Marsh, Agent State Farm Insurance   January 2005 - August 2014
State Farm Insurance  June 2003 - August 2003
Pathway Capital Management   September 2002 - May 2003

Skills
Sales Management, Customer Service, Market Planning, Team Building, Payroll, Conflict Resolution, Microsoft Office, Insurance, Hiring, Public Speaking, Customer Relations, Excel, Budgeting, Problem Solving, Word, Strategic Planning, Planning, Account Management, Outlook, Cold Calling, Customer Satisfaction, Business Planning, Teamwork, Promotions, Profit, New Business Development, Microsoft Excel, Sales, Recruiting, Social Networking, Microsoft Word, Project Planning, Management, Budgets, Time Management, Training, Sales Operations, Leadership, Salesforce.com, Direct Sales, Umbrella Insurance, Analysis, Life Insurance, Coaching, Marketing, Commercial Insurance, Homeowners, Term Life Insurance, Property & Casualty..., Team Leadership

Education
Concordia University Irvine   2002 — 2005
Bachelors, Business Administration

Aure Garcia Aure Garcia Long Beach, California Details
Aure Garcia's Pathway Capital Management Experience February 2012 - October 2012
Job Financial Services Assurance Associate at KPMG
Industry Accounting
Experience
KPMG US  August 2014 - Present
KPMG US  June 2013 - August 2013
Pathway Capital Management   February 2012 - October 2012

Skills
Accounting, Financial Analysis, QuickBooks, Auditing, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Word, Access, Outlook, Microsoft Office, Customer Service, Time Management, Teamwork, CPA

Education
California State University-Long Beach   2008 — 2013
Bachelor of Science (BS), Accounting

Oceanside High School   2004 — 2008

Johnny Wong Johnny Wong Greater Los Angeles Area Details
Johnny Wong's Pathway Capital Management Experience December 2012 - June 2013
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC  July 2013 - Present
Pathway Capital Management   December 2012 - June 2013
PwC  June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Financial Analysis, Financial Reporting, Finance, Alternative Investments, Investments, Private Equity, Auditing, Tax, Financial Accounting, Partnership Taxation, Accounting, Partnerships, GoSystems

Education
University of California, Irvine   2010 — 2013
B.A. Business Economics

University of California, Irvine   2010 — 2013
Bachelor of Business Administration, Accounting

Amy Vo Amy Vo Costa Mesa, California Details
Amy Vo's Pathway Capital Management Experience July 2012 - January 2013
Job Accounting & Operations Intern at Pathway Capital Management
Industry Accounting
Experience
Pathway Capital Management   July 2012 - January 2013
Harvey & Company LLC  July 2012 - August 2012
Student Managed Investment Fund at UC Irvine   May 2012 - July 2012
AXA Advisors, LLC  April 2012 - June 2012
Care West Insurance Risk Management   June 2009 - September 2010
Fountain Valley Regional Hospital  July 2009 - March 2010
Bridges Club   September 2007 - June 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English, Mac OS X, Outlook, Adobe Acrobat, Financial Analysis

Education
University of California, Irvine   2010 — 2014
Bachelor of Arts (B.A.), Economics

Newport Harbor High School   2006 — 2010
High School Diploma

Heidi Tseng Heidi Tseng San Francisco Bay Area Details
Heidi Tseng's Pathway Capital Management Experience April 2011 - July 2012
Job Finance Analyst at UCSF
Industry Accounting
Experience
UCSF  March 2015 - Present
EY  October 2013 - March 2015
UC Irvine  May 2010 - June 2013
McGladrey  July 2012 - September 2012
Pathway Capital Management   April 2011 - July 2012
AT&T  March 2010 - May 2010

Skills
Microsoft Word, Microsoft Excel, Tax, Account Reconciliation, Auditing, Public Speaking, Accounting, Event Planning, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Tax Returns

Education
University of California, Irvine   2009 — 2013
Bachelor of Arts (B.A.), Business Economics, Accounting

Nina Grover Nina Grover Newport Beach, California Details
Nina Grover's Pathway Capital Management Experience 2001 - 2002
Job Counsel at VLP Law Group LLP
Industry Legal Services
Experience
VLP Law Group LLP  June 2012 - Present
Pathway Capital Management   2001 - 2002
Brobeck, Phleger & Harrison   2000 - 2001
Cooley LLP  1997 - 2000
PwC  1996 - 1997

Skills
Corporate Law, General Corporate..., Business Transactions

Education
UCLA School of Law   1993 — 1996
Juris Doctor, Law

UCLA
Bachelor of Arts (B.A.), Business Economics

Patricia Lapinski Patricia Lapinski New York, New York Details
Patricia Lapinski's Pathway Capital Management Experience September 2004 - September 2006
Job Communications Media Manager at Hunter College
Industry Education Management
Experience
Hunter College  November 2012 - Present
SUNY Levin Institute  May 2008 - November 2012
Babson College  September 2006 - May 2008
Pathway Capital Management   September 2004 - September 2006
Pawtucket Red Sox  May 2002 - September 2004

Skills
Management, Program Management, Non-profits, Public Speaking, Coaching, Marketing, Research, Leadership Development, Entrepreneurship

Education
City University of New York-Baruch College   2009 — 2012
MSEd, Higher Education Administration

Bryant University   2006 — 2008
Executive Education, Human Resources

University of Massachusetts at Amherst - Isenberg School of Management   1999 — 2003
Bachelor of Science, Sport Management

Chi Tran, CPA Chi Tran, CPA Orange County, California Area Details
Chi Tran, CPA's Pathway Capital Management Experience April 2013 - October 2013
Job Experienced Associate
Industry Accounting
Experience
Armanino LLP  August 2015 - Present
White Nelson Diehl Evans LLP  January 2014 - July 2015
California State University, Fullerton  April 2012 - December 2013
Pathway Capital Management   April 2013 - October 2013
Student Leadership of California State University, Fullerton   August 2012 - May 2013
Student Leadership Institute of California State University, Fullerton   October 2011 - May 2012
Internal Revenue Service  January 2012 - April 2012
Fullerton College  September 2009 - March 2010

Skills
Income Tax, Lacerte, ProSystem fx Engagement, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Customer Service, PowerPoint, Teamwork, Time Management, Budgets, Team Leadership, Event Planning, Financial Reporting, Telemarketing, Outlook, Public Speaking, BNA Tax Planning, Fixed Assets Solution

Education
CSU Fullerton   2011 — 2013
Bachelor of Arts in Business Administration, Accounting, 3.46

Fullerton College   2009 — 2011
A.A., Business Administration

Spokane Community College   2008 — 2009
Business Administration

Kelley Cattanach Kelley Cattanach Orange County, California Area Details
Kelley Cattanach's Pathway Capital Management Experience October 2012 - October 2013
Job Membership Growth Manager at Alpha Gamma Delta
Industry Real Estate
Experience
Alpha Gamma Delta  August 2015 - Present
Shopoff Realty Investments  October 2013 - August 2015
Pathway Capital Management   October 2012 - October 2013
ShanesWay   December 2009 - October 2012

Skills
Event Planning, Fundraising, Time Management, Microsoft Office, Nonprofits, Team Leadership, Community Outreach, Event Management, Data Entry, Sales, Conflict Resolution, Customer Service, Social Networking, Public Speaking, Politics, Volunteer Management, Team Building, Social Media, Social Media Marketing, Vendor Relations, Organization, Networking, Salesforce.com..., Non-profits, Organizational..., Volunteer Training, Conflict Management, Corporate Communications, Leadership, Corporate Events

Education
Universitat Jaume I   2011 — 2013
Master's degree, Conflict Resolution and Development

Sonoma State University   2007 — 2011
Bachelor of Arts (BA), Political Science and Government

Daniel Nguyen Daniel Nguyen Orange County, California Area Details
Daniel Nguyen's Pathway Capital Management Experience June 2012 - September 2012
Job Chief Executive Officer at UC Irvine Student Managed Investment Fund
Industry Financial Services
Experience
UC Irvine Student Managed Investment Fund   June 2012 - Present
TIS  2013 - 2013
Pathway Capital Management   June 2012 - September 2012
UC Irvine Student Managed Investment Fund Team   June 2011 - June 2012
Vietnamese Student Association of UC Irvine   June 2011 - June 2012
BofA Merrill Lynch  April 2011 - October 2011
Marcus & Millichap  January 2011 - March 2011

Skills
Bloomberg Terminal, Fundraising, Microsoft Word, PowerPoint, Microsoft Excel, Macroeconomic Analysis, Written & Oral..., Investments, Leadership, Bloomberg, Public Speaking, Economics, Management, Microsoft Office, Data Analysis, Financial Analysis, Research, Forecasting, Social Media, Analysis, Finance, Macroeconomics

Education
University of California, Irvine   2009 — 2013
Bachelor of Arts (B.A.), Business Administration, 3.7

Fountain Valley High School   2005 — 2009

Kevin Alba Kevin Alba Orange County, California Area Details
Kevin Alba's Pathway Capital Management Experience August 2013 - November 2013
Job Assurance Staff at EY
Industry Accounting
Experience
EY  August 2015 - Present
EY  June 2014 - August 2014
Pathway Capital Management   August 2013 - November 2013
First Team Real Estate  October 2011 - August 2012
Sport Chalet  November 2009 - October 2011

Skills
Leadership, Time Management, Microsoft Excel, Customer Service, Data Entry, Teamwork, Tax Returns, Microsoft Word, PowerPoint, Organization, Sales, Finance, Accounting, Microsoft Office

Education
California State University-Fullerton   2010 — 2015
Bachelor’s Degree, Accounting - Finance, Magna Cum Laude

Aix-Marseille University   2013 — 2013
Business European Study Tour

Wayne Smith, CFA Wayne Smith, CFA Greater Boston Area Details
Wayne Smith, CFA's Pathway Capital Management Experience November 2012 - Present
Job Director at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   November 2012 - Present
Babson College Endowment   February 2010 - Present
Pathway Capital Management   August 2011 - November 2012
Pension Reserves Investment Managment Board   March 2000 - August 2011
Liberty Mutual Group  December 1996 - February 2000

Skills
Private Equity, Venture Capital, Due Diligence, Valuation, Start-ups, Investments, Corporate Development, Investment Strategies, Alternative Investments, Hedge Funds, Asset Management, Finance, Mergers & Acquisitions, Portfolio Management, Fixed Income, Strategy

Education
F.W. Olin Graduate School of Business   1999 — 2003
03, MBA

Assumption College   1990 — 1994
BA, Management

Tiffany Celani Tiffany Celani Greater Los Angeles Area Details
Tiffany Celani's Pathway Capital Management Experience 2010 - Present
Job Office Assistant at Pathway Capital Management
Industry Legal Services
Experience
Pathway Capital Management   2010 - Present
Law Office of Caldwell, Kennedy & Porter   June 2005 - October 2010
California State Polytechnic University  September 2005 - March 2007
John's Incredible Pizza, Inc   March 2002 - August 2005

Skills
Microsoft Excel, Team Leadership

Education
California State Polytechnic University-Pomona   2005 — 2007
Bachelor of Science, Business Administration; Finance, Real Estate, Law

Victor Valley Community College   2002 — 2004
Associates of Science, Business Administration

Athena Lu, CPA Athena Lu, CPA Orange County, California Area Details
Athena Lu, CPA's Pathway Capital Management Experience October 2012 - May 2014
Job Fund Accountant at Pathway Capital Management
Industry Accounting
Experience
Pathway Capital Management   October 2012 - May 2014
Accretive Investments, Inc.   February 2011 - August 2012
BDO USA, LLP  September 2008 - January 2011
San Diego State University  August 2007 - May 2008
San Diego State University  August 2007 - May 2008
Advisor Media  May 2007 - May 2007
Imporium Angels Network   May 2006 - August 2006
Nuskin Enterprises  January 2001 - March 2003

Skills
Financial Accounting, IFRS, Sarbanes-Oxley Act, Financial Services, Valuation, Revenue Recognition, Internal Audit, CPA, Accounting, US GAAP, Financial Reporting, GAAP

Education
San Diego State University-California State University   2007 — 2008
Certificate, Accountancy

San Diego State University-California State University   2005 — 2007
MBA, Finance

National Sun Yat-Sen University
Bachelor, Business Management

Aki Hashiguchi Aki Hashiguchi Greater Los Angeles Area Details
Aki Hashiguchi's Pathway Capital Management Experience August 2010 - May 2011
Job Business Analytics Lead at Oakley
Industry Financial Services
Experience
Oakley  June 2014 - Present
KPMG  July 2011 - June 2014
Pathway Capital Management   August 2010 - May 2011
Delta Sigma Pi  June 2010 - December 2010

Skills
Valuation, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Financial Reporting, Microsoft Office, Mergers & Acquisitions, Accounting, Auditing, Business Valuation, Due Diligence, Corporate Finance, Financial Accounting, Economics, Business Analysis, Analytics, Business Analytics, Business Strategy, Strategic Finance

Education
University of California, Irvine   2009 — 2011
BA, Magna Cum Laude, Business Economics

Redondo Union High School   2003 — 2007
HS Diploma, GE

Fiona Lin Fiona Lin Greater Los Angeles Area Details
Fiona Lin's Pathway Capital Management Experience March 2012 - November 2012
Job Analyst at Analysis Group
Industry Higher Education
Experience
Analysis Group  July 2014 - Present
Quantum International Corp.   January 2013 - July 2013
DKSH  January 2013 - June 2013
B. Riley & Co., LLC   August 2012 - November 2012
Pathway Capital Management   March 2012 - November 2012
Wantoto Software   January 2011 - May 2011
Model United Nations  September 2009 - May 2011

Skills
Financial Modeling, Bloomberg, Thomson One, Capital IQ, Financial Analysis, Business Strategy, Competitive Analysis, Excel, Strategic Consulting, Private Equity, Microsoft Excel, Research, Market Research, Valuation, Chinese, Thompson One

Education
Claremont McKenna College   2013 — 2014
MA, Finance

National Taiwan University   2008 — 2012
BBA, International Business

University of California, Irvine - The Paul Merage School of Business   2011 — 2012
Business Administration

Jessica Fujimoto Jessica Fujimoto Greater Los Angeles Area Details
Jessica Fujimoto's Pathway Capital Management Experience June 2006 - September 2006
Job Associate Director of Stewardship at Azusa Pacific University
Industry Nonprofit Organization Management
Experience
Azusa Pacific University  January 2014 - Present
Russ Reid Company  January 2011 - January 2014
ACIRFA (a.ker.fa)   August 2009 - October 2010
World Vision  May 2007 - August 2009
World Vision International  May 2007 - 2008
Morgan Davis (President of American International Insurance Company)   September 2006 - May 2007
Pathway Capital Management   June 2006 - September 2006

Skills
Fundraising, Public Speaking, Social Media, Marketing, Online Advertising, Digital Marketing, Event Management, Event Marketing, Social Networking, Nonprofits, Marketing Strategy, Entrepreneurship, Event Planning, Marketing Communications, Strategic Planning, Integrated Marketing, New Business Development, Leadership, Direct Marketing, Facebook, Online Marketing, Management, Newsletters, Press Releases

Education
Azusa Pacific University   2003 — 2007
Bachelor of Science, Finance

Oxford University   2005 — 2005

Jenna Sandvig Jenna Sandvig Orange County, California Area Details
Jenna Sandvig's Pathway Capital Management Experience February 2013 - Present
Job
Industry Financial Services
Experience
Amazon  January 2015 - Present
Pathway Capital Management   February 2013 - Present
KPMG Advisory  2011 - February 2013
DIRECTV  February 2010 - August 2010
Outreach Services Companies  May 2009 - September 2009
The University of Montana Office of the President   August 2008 - May 2009

Skills
Financial Analysis, Valuation, Project Management, Microsoft Excel, Recruiting, Research, Customer Service, Leadership, Financial Modeling, Accounting, Talent Management, Financial Statement..., IT Audit, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Finance, Investments, Corporate Finance, Market Analysis, Cross-functional Team...

Education
The University of Montana   2007 — 2011
Finance, Finance and Management

The University of Montana - School of Business Administration   2007 — 2011
Finance, Finance and Management, Spanish Minor

Universidad de Murcia   2009 — 2009
Finance, Finance and Management

Tony Hwang, CPA Tony Hwang, CPA Greater Los Angeles Area Details
Tony Hwang, CPA's Pathway Capital Management Experience June 2014 - Present
Job Accountant at Pathway Capital Management
Industry Accounting
Experience
Pathway Capital Management   June 2014 - Present
David Jin CPA PC   June 2012 - June 2014
JPAK & Associates  September 2011 - June 2012
Just Mortgage Inc  September 2008 - October 2009

Skills
General Ledger, Tax Returns, CPA, Financial Analysis, QuickBooks, Accountants, Account Reconciliation, Peachtree, Forecasting, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, Budgets, Microsoft Office, Microsoft Word, Outlook, Analysis, Customer Service, Risk Management, PowerPoint, Investments, Loans, Access, Depreciation, GAAP, Journal Entries, Financial Statements, Tax, Bookkeeping, Cost Accounting, Sales Tax, Monthly Close, US GAAP, Lacerte, Tax Accounting, Payroll, Payroll Taxes, Internal Controls, Tax Preparation, Consolidation, Personal Income Tax..., Tax Research, Partnership Taxation, Sales, Monthly Closing

Education
University of California, Riverside   2003 — 2008
Interdisciplinary Studies, Business Administration, Business

Jillian Leach Jillian Leach Austin, Texas Details
Jillian Leach's Pathway Capital Management Experience June 2011 - November 2011
Job Financial Analyst II at Experian
Industry Financial Services
Experience
Experian  July 2014 - Present
Experian  August 2012 - July 2014
Broadcom  January 2012 - July 2012
Undergraduate Finance Association  March 2011 - July 2012
Pathway Capital Management   June 2011 - November 2011
Merrill Lynch  January 2011 - June 2011
UC Irvine Starbucks Coffee   September 2010 - June 2011
Undergraduate Finance Association  September 2010 - March 2011
Undergraduate Finance Association  April 2009 - September 2010
Pleasant Valley High School Library   August 2008 - June 2009

Education
University of California, Irvine   2009 — 2012
Bachelor of Arts, Economics

Colegio Jesus Eucaristia   2008 — 2009

Pleasant Valley High School   2004 — 2008
High School Diploma

Lawrence Yeo Lawrence Yeo Los Angeles, California Details
Lawrence Yeo's Pathway Capital Management Experience January 2009 - June 2010
Job Senior Financial Analyst at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente  June 2014 - Present
Kaiser Permanente  September 2013 - June 2014
Sessions LA   August 2010 - January 2014
Kraco Enterprises, LLC  March 2012 - April 2013
Pathway Capital Management   January 2009 - June 2010
Banc of America Securities  June 2007 - August 2007
Imperial Capital Bank  September 2006 - June 2007

Skills
Valuation, Private Equity, Corporate Finance, Venture Capital, Investment Banking, Mergers & Acquisitions, Investments, Portfolio Management, Capital IQ, Analysis, Investment Management, Entrepreneurship, Management, Financial Modeling, Financial Analysis, Cash Flow, Bloomberg

Education
The University of Hong Kong   2007 — 2008
Business / Finance

University of California, Los Angeles   2003 — 2008
BA, Economics / International Area Studies

Ryen Wang Ryen Wang San Francisco Bay Area Details
Ryen Wang's Pathway Capital Management Experience October 2011 - February 2012
Job Business Development Analyst at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp  September 2014 - Present
Houlihan Lokey  July 2013 - September 2014
Johnson & Johnson  February 2012 - June 2013
Hotchkis and Wiley Capital Management  June 2012 - August 2012
Pathway Capital Management   October 2011 - February 2012
IDG-Accel Partners   July 2011 - September 2011
UBS Financial Services  March 2011 - June 2011

Skills
Bloomberg, Capital IQ, Thomson One, SAP, Photoshop, Lightroom, Excel

Education
University of California, Irvine   2010 — 2013
Bachelor of Arts, Cum Laude, Business Economics, GPA: 3.8

Anson Choi Anson Choi Orange County, California Area Details
Anson Choi's Pathway Capital Management Experience January 2012 - August 2012
Job Financial Analyst at GE Aviation
Industry Aviation & Aerospace
Experience
GE Aviation  November 2013 - Present
Logic Consulting Group, LLC   December 2012 - November 2013
GE Aviation  September 2012 - December 2012
UC Irvine The Paul Merage School of Business  May 2012 - December 2012
Pathway Capital Management   January 2012 - August 2012
FunMobility  July 2011 - October 2011
AXA Advisors  March 2011 - June 2011

Education
University of California, Irvine - The Paul Merage School of Business   2009 — 2013
Bachelor of Arts (B.A.), Business Administration, Accounting

Adam Trivison Adam Trivison New York, New York Details
Adam Trivison's Pathway Capital Management Experience April 2007 - January 2008
Job Analyst at GAMCO Investors, Inc.
Industry Investment Management
Experience
GAMCO Investors, Inc.   June 2014 - Present
Tildenrow Partners, LP   January 2014 - June 2014
Mont Pelerin Capital   July 2011 - December 2012
Mont Pelerin Capital   January 2011 - July 2011
Mont Pelerin Capital   March 2008 - January 2011
Harvey and Company  January 2008 - March 2008
Pathway Capital Management   April 2007 - January 2008

Skills
Financial Modeling, Investments, Excel, Due Diligence, Financial Analysis, PowerPoint, Word, Microsoft Office, Valuation, Research, Hedge Funds

Education
Columbia Business School   2013 — 2014
Master of Business Administration (M.B.A.), Finance

California State University-Long Beach - College of Business Administration   2004 — 2008
BS Finance, Business Administration

Andrew Prayogo Andrew Prayogo San Francisco Bay Area Details
Andrew Prayogo's Pathway Capital Management Experience June 2012 - January 2013
Job Marketing Solutions Specialist at LinkedIn
Industry Internet
Experience
LinkedIn  May 2015 - Present
LinkedIn  September 2014 - May 2015
HireRight  January 2014 - August 2014
SCNO at UCI  January 2013 - June 2014
UC Irvine  May 2011 - June 2014
Broadcom  January 2013 - December 2013
American Campus Communities  June 2012 - June 2013
Pathway Capital Management   June 2012 - January 2013
UC Irvine  June 2011 - June 2012
Mu Pledge Class of Delta Sigma Pi - Pi Sigma Chapter   April 2012 - May 2012

Skills
Public Speaking, Marketing, Leadership, Project Management, Microsoft Excel, Market Research, Customer Service, Analysis, Research, Event Planning, Recruiting, Community Outreach, Nonprofits, Sales, Finance, Process Improvement

Education
University of California, Irvine
B.A., Business Administration - Emphasis in Finance & Accounting

Monte Vista High School

Kristen Nuño Kristen Nuño Norco, California Details
Kristen Nuño's Pathway Capital Management Experience March 2015 - June 2015
Job Staff Accountant at Kenneth L. Creal, An Accountancy Corporation
Industry Accounting
Experience
Kenneth L. Creal, An Accountancy Corporation   June 2015 - Present
Pathway Capital Management   March 2015 - June 2015
LSL CPAs LLP  July 2014 - February 2015
Rogers, Anderson, Melody and Scott,   January 2013 - June 2014
McNeil Enterprises   March 2009 - September 2010

Skills
GAAP, Tax Preparation, QuickBooks, Accounting, Financial Statements, Financial Accounting, Financial Reporting, Tax, Journal Entries, General Ledger, Microsoft Excel

Education
California State Polytechnic University-Pomona   2011 — 2013
Bachelor of Science (B.S.), Accounting

Norco College

Natyira Feliz Natyira Feliz Greater New York City Area Details
Natyira Feliz's Pathway Capital Management Experience September 2011 - May 2012
Job Investment Banking Analyst at Jefferies & Company
Industry Investment Banking
Experience
Jefferies LLC  July 2013 - Present
Jefferies & Company  June 2012 - August 2012
Pathway Capital Management   September 2011 - May 2012
Bank of America-Merrill Lynch  October 2010 - March 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Thompson One, Capital IQ

Education
University of California   2009 — 2013
Bachelor of Arts, Business Economics

Ray Shieh Ray Shieh Irvine, California Details
Ray Shieh's Pathway Capital Management Experience March 2015 - Present
Job Investment Analyst Intern Private Equity at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   March 2015 - Present
DecisionPoint Systems, Inc.   November 2014 - February 2015
UC Irvine Housing  May 2014 - September 2014

Skills
PowerPoint, Social Media, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media Marketing, Social Networking, Event Planning, Photoshop, Market Research, InDesign, Marketing, Customer Service, OS X, SPSS, Marketing Communications, Public Speaking, Leadership, Research

Education
University of California, Irvine   2013 — 2016
University of California, Irvine - The Paul Merage School of Business, Business Administration, emphasis in Marketing and Corporate Finance, 3.74 GPA

Nicholas Conlon Nicholas Conlon New York, New York Details
Nicholas Conlon's Pathway Capital Management Experience November 2013 - May 2014
Job Financial Analyst at AIG
Industry Financial Services
Experience
AIG  July 2015 - Present
Long Beach Transit  September 2014 - May 2015
AIG  June 2014 - August 2014
Pathway Capital Management   November 2013 - May 2014
The Daily 49er  October 2013 - May 2014

Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Time Management, Investments, Advertising, Public Speaking, Communication, Marketing, Teamwork, Financial Analysis, Corporate Finance, Organizational..., Microsoft Word, English, Strategic Planning

Education
California State University-Long Beach   2011 — 2015
Bachelor of Science (B.S.), Finance, General, Cum Laude

Katherine Wyble Katherine Wyble Cambridge, Massachusetts Details
Katherine Wyble's Pathway Capital Management Experience January 2015 - Present
Job Associate at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   January 2015 - Present
Boston University  July 2013 - December 2014
ExxonMobil  May 2012 - August 2012
Legg Mason Capital Management  June 2011 - August 2011
Cambridge Associates  June 2009 - June 2011

Skills
Financial Modeling, Economics, Financial Analysis, Corporate Finance, Due Diligence, Investments, Data Analysis, Econometrics, Quantitative Analytics, Asset Allocation, Venture Capital

Education
Harvard Business School   2011 — 2013
Master of Business Administration (MBA)

Scripps College   2005 — 2009
Bachelor of Arts (B.A.), Economics

Charles Caliman Charles Caliman Orange County, California Area Details
Charles Caliman's Pathway Capital Management Experience January 2015 - Present
Job Senior Counsel at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   January 2015 - Present
Pathway Capital Management   March 2008 - December 2014
Bryan Cave LLP  September 2006 - January 2007

Skills
Finance, Private Equity, Investments, Contract Negotiation, Federal & State..., Risk Management, Due Diligence, Negotiation, Corporate Governance, Asset Management, Venture Capital, Mergers, Legal Writing, Corporate Law, Legal Research

Education
The George Washington University Law School   2003 — 2006
Juris Doctor, Law

University of Virginia   1999 — 2003
Bachelor of Arts (B.A.), International Relations/Foreign Affairs

Chris Le Chris Le Greater Los Angeles Area Details
Chris Le's Pathway Capital Management Experience December 2009 - July 2010
Job Senior Analyst at DTS, Inc.
Industry Consumer Electronics
Experience
DTS, Inc.   June 2014 - Present
Deloitte  September 2011 - May 2014
Global Hunter Securities  July 2010 - October 2010
Pathway Capital Management   December 2009 - July 2010
Waddell & Reed  June 2009 - December 2009

Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Capital IQ, Microsoft Office, Microsoft Excel, Industry Research, Economic Research, Private Equity, Investment Banking, Investments, Equity Research, Securities, Mergers & Acquisitions, Business Valuation

Education
University of California, Irvine
Bachelors, Economics

CFA Institute

Bikran Sandhu, CPA Bikran Sandhu, CPA Orange County, California Area Details
Bikran Sandhu, CPA's Pathway Capital Management Experience March 2011 - November 2011
Job Senior Assurance Associate at PwC
Industry Financial Services
Experience
PwC  July 2015 - Present
PwC  December 2013 - Present
Grant Thornton LLP  October 2012 - November 2013
Pathway Capital Management   March 2011 - November 2011
Harvey & Company LLC  February 2011 - March 2011

Skills
Accounting, Financial Accounting, Auditing, Microsoft Excel, Access, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Process Improvement, Financial Statements

Education
University of California, Irvine   2008 — 2012
B.S., Economics

Rochele Porpora Rochele Porpora Orange County, California Area Details
Rochele Porpora's Pathway Capital Management Experience 2011 - Present
Job Operations Specialist at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   2011 - Present
UDR  June 2007 - November 2011
First Financial Resources  December 2006 - June 2007
Corbin, LLP   June 2005 - December 2006

Skills
QuickBooks, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, Investments, Financial Analysis, Budgets, Bookkeeping, Accounting, Customer Service, Finance, Management, Research, Social Media

Education
Pepperdine University   2001 — 2005
BS, Business Administration

Edward Malcolm Edward Malcolm Greater San Diego Area Details
Edward Malcolm's Pathway Capital Management Experience November 2012 - September 2013
Job Recent Graduate from UC Irvine
Industry Accounting
Experience
SCNO at UCI  November 2012 - June 2015
Broadcom  January 2014 - October 2014
Harvey & Company LLC  September 2013 - November 2013
Pathway Capital Management   November 2012 - September 2013
UC Irvine  September 2012 - December 2012
American Campus Communities - UC Irvine   September 2011 - May 2012

Education
University of California, Irvine   2011 — 2015
B.A. Business Administration - Emphases in Accounting and Finance

Tony Li Tony Li Greater Los Angeles Area Details
Tony Li's Pathway Capital Management Experience February 2014 - May 2014
Job General Manager at Ramada Inn
Industry Commercial Real Estate
Experience
Ramada Inn  March 2015 - Present
Amazon  September 2014 - March 2015
Thales  June 2014 - September 2014
UC Irvine Department of Undergraduate Education   September 2012 - June 2014
Pathway Capital Management   February 2014 - May 2014
Broadcom  February 2013 - December 2013
Student Parent Orientation Program   April 2013 - August 2013
UC Irvine Department of the Vice Chancellor, Student Affairs   September 2012 - February 2013
Ramada Inn  December 2011 - September 2012

Skills
Chinese, Microsoft Office, Spanish, PowerPoint, Microsoft Excel, Research, Microsoft Word, Leadership, Mandarin, Outlook, Customer Service, Marketing, Sales, Team Building, Facebook, Budgets, Analysis

Education
University of California, Irvine   2011 — 2015
Bachelor of Business Administration (BBA), Business Administraton, 3.86

Whitney High School   2005 — 2011
3.8

Ryan Suen Ryan Suen Greater Los Angeles Area Details
Ryan Suen's Pathway Capital Management Experience August 2014 - December 2014
Job Founder at Ryan Suen Photography
Industry Financial Services
Experience
Ryan Suen Photography   October 2012 - Present
Pathway Capital Management   August 2014 - December 2014
KPMG  October 2013 - March 2014
Brandon Wong Photography   January 2012 - February 2014
Concert Wealth Management, Inc.   January 2013 - August 2013
Genuine Automotive   June 2012 - September 2012
NeverMind Communication   June 2011 - August 2011
Tai Ping Advertising   June 2011 - August 2011
AdBeyond Guru Online   June 2009 - August 2009

Skills
Photography, Social Media, Public Speaking, Research, PowerPoint, Facebook, Microsoft Excel, Marketing, Teamwork, Event Planning, Microsoft Word, Mergers & Acquisitions, Investments, Lightroom, Photoshop, Financial Modeling, Adobe Creative Suite, Critical Thinking, Creative Writing, Microsoft Office, Customer Service, Leadership

Education
University of California, Irvine   2011 — 2015
Bachelor’s Degree, Business Administration - Finance

Fudan University   2013 — 2014
Business Administration and Management

Linda Chaffin Linda Chaffin Orange County, California Area Details
Linda Chaffin's Pathway Capital Management Experience January 2011 - Present
Job
Industry Financial Services
Experience
Pathway Capital Management   January 2011 - Present
Marwit Capital  June 2008 - January 2011
GE Capital  2007 - 2008
JPMorgan Chase  June 1993 - September 2001
Stern Stewart & Co.   1992 - 1992
Huntington National Bank  August 1989 - August 1991

Skills
Private Equity, Investments, Mergers & Acquisitions, Finance, Financial Structuring, Capital Markets, Financial Modeling, Investor Relations, Equities, Mergers, Investment Banking, Valuation, M&A Modeling, Alternative Investments, Financial Analysis, Venture Capital, Due Diligence, LBO, M&A analysis, Portfolio Management, Corporate Finance, Marketing Strategy, Start-ups, Corporate Development, Restructuring, Pension Funds, Alternative Assets, Insurance, Fund Of Funds, International M&A, Principal Investing, Cross-border M&A, Business Valuation, M&A experience, Asset Management, Fundraising, M&A Negotiations, Capital Raising, M&A execution

Education
University of Chicago   1991 — 1993
Master of Business Administration (M.B.A.), Finance, Honors

The Ohio State University   1985 — 1989
Bachelor of Science, Cum Laude, Business

Lillard Anthony Wong Lillard Anthony Wong Orange County, California Area Details
Lillard Anthony Wong's Pathway Capital Management Experience March 2000 - August 2003
Job Director of Business Operations at Alere Inc.
Industry Entertainment
Experience
Alere Inc.  December 2012 - Present
firepowered inc   January 2010 - Present
Taped3ck   January 2013 - May 2015
Branan Medical Corporation  September 2003 - December 2012
Putnam Hall   January 2002 - July 2009
Pathway Capital Management   March 2000 - August 2003

Skills
Operations, Business Strategy, Entertainment, Music, Songwriting, Film, Television, Drums, Guitar, Singing, Music Industry, Composition, Recording, Commercials, Rock Music, Business Development, Business Planning, Business Process, Operations Management, Management, Business Analysis, Strategic Planning, Marketing Strategy, Business Intelligence

Education
University of Southern California   2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

UCLA   2012 — 2014
Certificate, Film Scoring

UC Berkeley
Bachelor of Arts (B.A.), Economics

UC Berkeley
Bachelor of Arts (B.A.), Rhetoric and Composition

Cheryl Maliwanag Cheryl Maliwanag Orange County, California Area Details
Cheryl Maliwanag's Pathway Capital Management Experience December 1997 - October 2013
Job Private Equity & Alternative Asset Investor * Client Relationship & Portfolio Mgr * Operational Solution Provider
Industry Investment Management
Experience
Pathway Capital Management   December 1997 - October 2013
BankAmerica Ventures   May 1993 - November 1997
Various Global Corporations   1988 - 1993

Skills
Venture Capital, Private Equity, Due Diligence, Investments, Fund Of Funds, Valuation, Alternative Investments, Management, Financial Modeling, Investor Relations, Investor Presentations, Buyouts, Distressed Debt, Portfolio Management, Mergers, Leadership, Staff Development, Corporate Finance, Finance, Mergers, Corporate Development, Funding, Mergers & Acquisitions

Education
California State University-Fullerton   1982 — 1987
Bachelor of Business Administration (B.B.A.), Accounting Emphasis

Jennifer Pai Jennifer Pai San Francisco Bay Area Details
Jennifer Pai's Pathway Capital Management Experience January 2013 - June 2013
Job Finance & Operations Analyst at Bay Hills Capital
Industry Accounting
Experience
Bay Hills Capital   April 2015 - Present
KPMG US  November 2013 - April 2015
Pathway Capital Management   January 2013 - June 2013
Pathway Capital Management   April 2012 - October 2012

Skills
Microsoft Excel, Outlook, Word, PowerPoint, Access, GoSystem Tax RS, ProSystem fx Tax, BNA Income Tax Planner, Partnership Taxation, Accounting, QuickBooks, Business Writing, Research, Editing, Proofreading, Financial Services, Alternative Investments, WordPress, TaxWise, Eviews, Windows 7, Mac OS X

Education
University of California, Irvine   2009 — 2013
B.A., Business Economics, Accounting

Martin Wing Martin Wing Orange County, California Area Details
Martin Wing's Pathway Capital Management Experience April 2008 - Present
Job Associate at Pathway Capital Management | MBA Candidate at the USC Marshall School of Business
Industry Investment Management
Experience
Pathway Capital Management   April 2008 - Present
KPMG  August 2007 - March 2008

Skills
Finance, Marketing Strategy, Marketing, Financial Modeling, CRM, Marketing Management, Google Analytics, Data Analysis, Product Marketing, Data Mining, Target Segmentation, Corporate Finance, Investment Promotion, Private Equity, Financial Analysis, Alternative Investments, Due Diligence, Venture Capital, Fund Of Funds, Investments, Valuation, Microsoft Excel, Management, Marketing Research, PowerPoint, Microsoft Office, CAIA, Strategic Planning, Leadership, Analysis, Fundraising

Education
University of Southern California - Marshall School of Business   2013 — 2016
Master of Business Administration (M.B.A.), Class of 2016

University of Southern California - Marshall School of Business   2013 — 2016
Graduate Certificate in Business Analytics

California State University-Fullerton - College of Business and Economics   2005 — 2007
Bachelor of Arts, Business, Finance

Kin Tat Lay Kin Tat Lay El Monte, California Details
Kin Tat Lay's Pathway Capital Management Experience May 2014 - October 2014
Job Staff Accountant at Shenouda & Associates, LLP
Industry Accounting
Experience
Southern California Edison (SCE)   June 2015 - Present
ACE Tutoring Inc.   February 2013 - Present
Shenouda & Associates, LLP   October 2014 - May 2015
Pathway Capital Management   May 2014 - October 2014
Emily CPA   June 2013 - April 2014
New American Dimensions  June 2012 - September 2012
Academic Advantage  February 2012 - June 2012
1 On 1 Academics Tutors   October 2011 - January 2012
Cing Fung Medicine Co   June 2007 - August 2011
UC Berkeley Art Museum and Pacific Film Achieve   July 2009 - May 2011

Skills
Accounting, Microsoft Suites, HTML, QuickBooks, Data Entry, Tax, Bookkeeping, Tutoring, Data Analysis, Teamwork, Organization

Education
California State University-Fullerton   2013 — 2015
Master of Science (M.S.), Accountancy, 4.000

San Diego State University-California State University   2012 — 2013
Master of Science (M.S.), Accounting

University of California, Berkeley   2007 — 2011
Bachelor of Arts (B.A.), Environmental Economics & Policy, 3.423

Shetal Nayyar Shetal Nayyar San Francisco Bay Area Details
Shetal Nayyar's Pathway Capital Management Experience June 2001 - September 2003
Job Senior Analytics Manager
Industry Financial Services
Experience
Blurb  October 2012 - February 2015
Blurb  April 2011 - October 2012
Blurb  April 2007 - July 2008
Hotwire  July 2006 - April 2007
Gap / Gap Inc.   July 2004 - May 2006
Deloitte  April 2004 - July 2004
Pathway Capital Management   June 2001 - September 2003

Skills
Analytics, Strategic Financial..., Financial Modeling, Business Strategy, Forecasting, Start-ups, Process Improvement, Analysis, Finance, Financial Services, Microsoft Office, Financial Analysis, Microsoft Excel, Corporate Finance, Financial Reporting, Strategy, Management, Leadership, Cross-functional Team..., Marketing, fin

Education
University of California, Irvine   1997 — 2001
Bachelor of Arts (B.A.), Economics

University of California, Irvine
Bachelor of Arts, Economics, Economics and Management

Tigran Unciano, CFA, CFP® Tigran Unciano, CFA, CFP® Phoenix, Arizona Area Details
Tigran Unciano, CFA, CFP®'s Pathway Capital Management Experience June 2000 - October 2006
Job Private Wealth Manager
Industry Financial Services
Experience
Hatton Consulting, Inc.   March 2010 - Present
Hatton Consulting, Inc.   October 2006 - March 2010
Pathway Capital Management   June 2000 - October 2006

Skills
Investments, Strategic Financial..., Asset Allocation, Asset Management, Investment Advisory, Investment Management, Alternative Investments, Retirement Planning, Retirement, Finance, Wealth Management, Portfolio Management, 401k, Mutual Funds, Wealth Management..., Financial Advisory, 401k Rollovers, Roth IRA, 529 Plans, Wealth, Financial Planning, Retirement Plan..., High Net Worth..., Estate Planning, Trusts, Asset Protection, Personal Finance, Small Business, Wealth Accumulation, IRAs, Financial Planners, Financial Risk, IRA Rollovers, Risk, Comprehensive Wealth..., Financial Advice, Wealth Transfer, Insurance Planning, Investment Products, IRA's, Private Wealth..., Qualified Retirement...

Education
Certified Financial Planner Board of Standards   2009 — 2010
CFP Designation, Personal Financial Planning

CFA Institute   2002 — 2006
Charterholder, Investment Analysis, Portfolio Management

University of California, Irvine   1995 — 2000
BS, Mathematics

Shawn Devilla Shawn Devilla New York, New York Details
Shawn Devilla's Pathway Capital Management Experience June 2010 - August 2010
Job Private Equity Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group  August 2015 - Present
The Carlyle Group  July 2014 - August 2015
Credit Suisse  July 2012 - July 2014
Credit Suisse  June 2011 - August 2011
Pathway Capital Management   June 2010 - August 2010

Skills
Investment Banking, Data Analysis, Bloomberg, Capital Markets, Equities, Financial Modeling, LBO, Valuation, Investments, Investment Research, Microsoft Excel

Education
University of Michigan - Stephen M. Ross School of Business   2008 — 2012
BBA, Business

Cate School   2004 — 2008
High School

Harris S. Moten, CPA Harris S. Moten, CPA San Francisco Bay Area Details
Harris S. Moten, CPA's Pathway Capital Management Experience January 2005 - September 2005
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte  August 2013 - Present
Narika  January 2013 - Present
Deloitte  November 2010 - August 2013
Squar, Milner, Peterson, Miranda, & Williamson, LLP   January 2008 - November 2010
Harvey & Company LLC  August 2006 - December 2006
Pathway Capital Management   January 2005 - September 2005

Skills
Asset Management, Auditing, Financial Accounting, Financial Services, Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Modeling, US GAAP, GAAP, Business Valuation, Internal Controls, Due Diligence, CPA, Sarbanes-Oxley Act, Revenue Recognition, Valuation, Mergers & Acquisitions, Assurance, IFRS, Internal Audit, Big 4

Education
University of California, Irvine   2004 — 2007
Economics, Economics and Accounting

Jeff Buress Jeff Buress Providence, Rhode Island Area Details
Jeff Buress's Pathway Capital Management Experience March 2012 - Present
Job Sr. Investment Analyst at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management   March 2012 - Present
Fidelity Investments  May 2011 - August 2011
New York Life Insurance Company  May 2010 - September 2010

Education
Babson College   2008 — 2012
Bachelor of Science in Business Management, Finance; Quantitative Methods

Cumberland High School   2004 — 2008
High School Diploma

Jaclyn Baranger Jaclyn Baranger Orange County, California Area Details
Jaclyn Baranger's Pathway Capital Management Experience March 2010 - November 2012
Job Operations Specialist
Industry Construction
Experience
Pathway Capital Management   March 2010 - November 2012
Suffolk Construction  October 2007 - January 2010
Mammoth Equities, LLC  January 2007 - September 2007
Centex Homes  March 2006 - January 2007

Education
California State University-Fullerton   2000 — 2004
Liberal Studies, Child Education

Isaac Kim Isaac Kim Greater Los Angeles Area Details
Isaac Kim's Pathway Capital Management Experience 2003 - 2005
Job Vice President at Deloitte Corporate Finance
Industry Investment Banking
Experience
Deloitte Corporate Finance  June 2011 - Present
Arch Bay Capital  March 2010 - June 2011
Caltius Equity Partners   October 2007 - February 2010
KPMG  August 2005 - October 2007
Pathway Capital Management   2003 - 2005

Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Valuation, Financial Analysis, Investments, Finance, Portfolio Management, Business Strategy, Banking, Due Diligence, Investment Banking, Corporate Development, Accounting, Financial Services, Corporate Finance, Mergers, Healthcare, Healthcare Information...

Education
University of California, Irvine   2000 — 2005
BA, Economics & Accounting

Valencia High School

Valencia High School

Maddy Sander Maddy Sander Orange County, California Area Details
Maddy Sander's Pathway Capital Management Experience April 2011 - January 2012
Job Tax Associate at Bolar, Hirsch & Jennings LLP
Industry Accounting
Experience
Bolar, Hirsch & Jennings LLP   January 2012 - Present
Pathway Capital Management   April 2011 - January 2012
Chan & Lo, CPAs   January 2011 - April 2011
Gamma Phi Beta Sorority  January 2010 - October 2010
James Canny & Associates   June 2009 - June 2010

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2007 — 2011
BA, Accounting

Shohil Kothari Shohil Kothari San Francisco, California Details
Shohil Kothari's Pathway Capital Management Experience April 2008 - July 2009
Job Digital Marketing | Social Media | Marketing Ops
Industry Computer Software
Experience
MuleSoft  September 2015 - Present
MuleSoft Inc  September 2013 - Present
MuleSoft Inc  August 2011 - August 2013
KEMAC Technology, Inc.   November 2010 - July 2011
Harshad Kothari CPA, Inc.   September 2009 - November 2010
Pathway Capital Management   April 2008 - July 2009

Skills
Social Media Marketing, Social Networking, Marketing, SEO, SEM, Start-ups, Marketing Operations, CRM

Education
University of California, Irvine   2005 — 2009
B.A., Economics

Monissa Wong Monissa Wong Orange County, California Area Details
Monissa Wong's Pathway Capital Management Experience July 2012 - June 2013
Job Senior Investment Operations Analyst at PAAMCO
Industry Accounting
Experience
PAAMCO  June 2015 - Present
PAAMCO  June 2013 - June 2015
Pathway Capital Management   July 2012 - June 2013
UC Irvine  July 2011 - June 2013
UC Irvine  June 2010 - October 2010

Skills
Accounting, Microsoft Office, Management, Mac OS X, PC, Microsoft Excel, PowerPoint, Finance, Public Speaking, Investments, Data Analysis, Microsoft Word

Education
University of California, Irvine - The Paul Merage School of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration

Anthony Pavich Anthony Pavich Austin, Texas Details
Anthony Pavich's Pathway Capital Management Experience February 2009 - January 2012
Job Senior Business Analyst at Whole Foods Market
Industry Retail
Experience
Whole Foods Market  July 2014 - Present
Danny Burkett Memorial Scholarship   January 2008 - Present
G51 Capital  January 2013 - December 2013
Venture Fellows   January 2013 - December 2013
Socialware  April 2013 - October 2013
Pathway Capital Management   February 2009 - January 2012
CBIZ Accounting, Tax and Advisory Services, LLC   October 2006 - January 2009
Kashi Co.   May 2005 - October 2005

Skills
Financial Analysis, Business Valuation, Private Equity, Financial Reporting, Venture Capital, Auditing, Financial Accounting, Economics, Management Consulting, Nonprofits, Forensic Accounting, Mergers & Acquisitions, Business Strategy, Investments, Research, Finance, CPA, Due Diligence

Education
The University of Texas at Austin - The Red McCombs School of Business   2012 — 2014
MBA

University of San Diego   2002 — 2006
BA, Accountancy

Jason Metzger Jason Metzger Orange County, California Area Details
Jason Metzger's Pathway Capital Management Experience June 1999 - July 2000
Job Investment Services Professional
Industry Investment Management
Experience
Self  March 2011 - Present
Wells Fargo Securities  July 2008 - April 2011
Standard & Poor's   December 2005 - July 2008
Wilshire Associates  July 2000 - October 2005
Pathway Capital Management   June 1999 - July 2000

Skills
Financial Analysis, Financial Modeling, Investment Management, Investment Technology, Operations Management, Performance Measurement, Portfolio Management, Product Management, Relationship Management, Risk Management, Private Equity, Mutual Funds, Sales, Equity Trading, Hedge Funds, Investment Strategies, Strategic Planning, Bloomberg, Volatility, Equity Derivatives, Equities, Options, Valuation, Derivatives, Securities, Fixed Income, Asset Management

Education
California State University-Long Beach   1995 — 2000
Bachelors, Finance

Hiral Savani Hiral Savani Orange County, California Area Details
Hiral Savani's Pathway Capital Management Experience 2004 - Present
Job Senior Associate at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management   2004 - Present

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Private Equity, GAAP

Education
California State University-Fullerton   2000 — 2004

Jerry Vaysman Jerry Vaysman San Francisco Bay Area Details
Jerry Vaysman's Pathway Capital Management Experience July 2004 - November 2004
Job Financial Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  July 2014 - Present
Union Bank  January 2011 - June 2014
Union Bank  February 2009 - January 2011
Union Bank  March 2007 - February 2009
Richmond American Homes  2005 - 2006
Pathway Capital Management   July 2004 - November 2004
Merrill Lynch  May 2003 - June 2004

Skills
Strategic Planning, Financial Modeling, Corporate Development, Valuation, Corporate Finance, Market Research, Competitive Analysis, Due Diligence

Education
University of California, Irvine   2001 — 2005
Economics, Business Management

Bryan Nelson, CFA Bryan Nelson, CFA Orange County, California Area Details
Bryan Nelson, CFA's Pathway Capital Management Experience January 2011 - Present
Job Associate at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management   January 2011 - Present
KPMG  September 2007 - December 2010

Education
University of California, Santa Barbara

Chris Geisler Chris Geisler Orange County, California Area Details
Chris Geisler's Pathway Capital Management Experience January 2000 - January 2004
Job Operations Manager, Senior Member Services Director at LA Fitness
Industry Internet
Experience
LA Fitness  February 2013 - Present
Kelley Blue Book  April 2006 - April 2009
Pathway Capital Management   January 2000 - January 2004

Skills
Financial Modeling, Data Analysis, Financial Analysis, Analytics, Strategic Planning, Online Advertising, Web Analytics, Social Media, Marketing Strategy, Microsoft Excel, Market Research, Analysis, Mobile Marketing, Budgets, E-commerce

Education
The University of Kentucky, Martin School of Public Policy and Administration   2011 — 2012
Masters, Public Administration

Hanover College   1994 — 1998
Bachelor of Arts, Business Administration

Asim Sultan Asim Sultan Orange County, California Area Details
Asim Sultan's Pathway Capital Management Experience 2001 - 2003
Job Business Development at GE Capital
Industry Financial Services
Experience
GE Capital  August 2003 - Present
Pathway Capital Management   2001 - 2003
UBS Global Asset Management  2001 - 2001

Skills
New Business Development, Business Development, Financial Analysis, Risk Management, Relationship Management, Financial Modeling, Finance, Analytics, Portfolio Management, Credit, Financial Services, Strategy, Banking, Business Strategy, Credit Analysis

Education
University of California, Irvine   1999 — 2003
Bachelor of Science (BS), Economics

Matt Coyne Matt Coyne Providence, Rhode Island Area Details
Matt Coyne's Pathway Capital Management Experience 2005 - August 2015
Job TorreyCove Capital Partners
Industry Investment Management
Experience
TorreyCove Capital Partners LLC  September 2015 - Present
Pathway Capital Management   2005 - August 2015
Bank of America  2003 - 2005

Skills
Private Equity, Fund Of Funds, Investment Banking, Asset Managment, Alternative Investments, Financial Modeling, Venture Capital, Due Diligence, Investments

Education
University of Rhode Island - College of Business Administration   2009 — 2011
MBA, Finance

University of Rhode Island - College of Business Administration   1999 — 2003
Finance & Economics

Westford Academy

Rachel Culp Rachel Culp Orange County, California Area Details
Rachel Culp's Pathway Capital Management Experience April 2007 - June 2008
Job Financial Analyst at MUFG Union Bank
Industry Banking
Experience
MUFG Americas  September 2014 - Present
Management Resources  June 2008 - September 2014
Pathway Capital Management   April 2007 - June 2008

Education
California State University-Fullerton   2005 — 2008
B.A. Business Administration, Finance, Cum Laude

Simon Nguyen Simon Nguyen San Francisco Bay Area Details
Simon Nguyen's Pathway Capital Management Experience 2002 - 2003
Job Project Manager
Industry Construction
Experience
Golden Hardwood Floors   August 2005 - Present
MarketTools Inc.  November 2007 - June 2010
Accessory Design Group   September 2003 - August 2005
Pathway Capital Management   2002 - 2003

Skills
Project Management, Accounts Receivable, Client Billing, A/R collections, Wire Transfers, cash application, Auditing, Bookkeeping, Superior Client Service, Vendor Management, Inventory Management, Marketing Strategy, Business Development, Sales Operations, Analytics, Budgets, Market Research, Accounting, Forecasting

Education
University of California, Irvine   1999 — 2003
Bachelor of Arts (B.A.), Economics

Dustin Hankins JD, CPA Dustin Hankins JD, CPA Orange County, California Area Details
Dustin Hankins JD, CPA's Pathway Capital Management Experience July 2008 - Present
Job Sr. Tax Manager
Industry Investment Management
Experience
Pathway Capital Management   July 2008 - Present

Skills
Accounting, CPA, Tax, Private Equity

Education
Chapman University, School of Law   1999 — 2003

University of San Diego

Kenneth Loh Kenneth Loh Orange County, California Area Details
Kenneth Loh's Pathway Capital Management Experience April 2010 - Present
Job Financial Controller at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   April 2010 - Present
TravCorp USA, Inc.   May 2006 - April 2010
NBC Universal  July 1999 - September 2004
NBC Universal  1999 - 2004
Ernst & Young  September 1993 - November 1998

Skills
Auditing, Financial Reporting, Management, Variance Analysis, Accounting, Internal Controls, Forecasting, Budgets, Process Improvement

Education
University of Southern California   1990 — 1992
Bachelor, Accounting

George Sands George Sands Greater Los Angeles Area Details
George Sands's Pathway Capital Management Experience May 2008 - May 2014
Job Marketing and Distribution Executive
Industry Investment Management
Experience
Pathway Capital Management   May 2008 - May 2014
New York Motor Sports   September 2003 - April 2008
Dimensional Fund Advisors  September 1992 - March 2003

Skills
Investment Management, Investments, Investment Banking, New Business Development, Customer Service, Financial Modeling, Financial Services, Private Equity, Portfolio Management, Fundraising, Leadership, Equities, Social Networking, Strategic Planning, Social Media, Emerging Markets, Capital IQ, Mergers & Acquisitions, Corporate Development, Entrepreneurship, Business Planning, Bloomberg, Corporate Finance, Financial Analysis, Marketing Strategy, Due Diligence, Research, Mutual Funds, Analysis, Microsoft Excel, Finance, Public Speaking, Capital Markets, Asset Managment, Budgets, Asset Allocation, Alternative Investments, Angel Investing, Venture Capital, Nonprofits, Asset Management

Education
St. Francis College

Ashley Ready Ashley Ready Atlanta, Georgia Details
Ashley Ready's Pathway Capital Management Experience January 2007 - May 2008
Job Senior Finance MBA Associate at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines  June 2014 - Present
Simon Graduate School of Business, University of Rochester  June 2012 - May 2014
Intel Corporation  June 2013 - September 2013
ESM Group Inc  June 2011 - June 2012
Nexeo Solutions, LLC  April 2011 - June 2011
Ashland  June 2008 - March 2011
Pathway Capital Management   January 2007 - May 2008
Price Waterhouse Coopers  September 2006 - January 2007

Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Data Analysis, Financial Modeling, Financial Accounting, Auditing, Financial Statements, PowerPoint, Variance Analysis, Analysis, Finance

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2012 — 2014
Master of Business Administration (MBA), Finance, General

University of Dayton   2002 — 2006
B.S., Accounting and Finance

Justin Maney Justin Maney Orange County, California Area Details
Justin Maney's Pathway Capital Management Experience July 2012 - Present
Job Sr. Investment Analyst at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management   July 2012 - Present
United Capital Financial Partners, Inc  February 2011 - July 2012
UBS Wealth Management  September 2010 - February 2011
The Bank of New York Mellon  May 2010 - August 2010
Monroe Capital  November 2009 - April 2010
Bank of New York Mellon  June 2009 - August 2009

Skills
Investments, Alternative Investments, Mergers, Asset Management, Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Fund Of Funds, Asset Allocation, Finance, Asset Managment, Mergers & Acquisitions, Financial Analysis, Strategy

Education
Loyola University Chicago   2007 — 2010
BBA, Finance, Economics

William Tran William Tran San Francisco Bay Area Details
William Tran's Pathway Capital Management Experience September 2007 - April 2011
Job Finance and Investment Professional
Industry Venture Capital & Private Equity
Experience
ForgeRock  August 2014 - Present
Bay Hills Capital   April 2011 - August 2014
Pathway Capital Management   September 2007 - April 2011

Skills
Private Equity, Venture Capital, Fund Of Funds, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Alternative Investments, Financial Analysis, Investment Management, Capital Markets, Mergers & Acquisitions, Buyouts, Funding, Management

Education
University of California, Irvine
Bachelor’s Degree, Business Economics

Lowell High School
High School

Brian Carden, CPA Brian Carden, CPA Orange County, California Area Details
Brian Carden, CPA's Pathway Capital Management Experience August 2010 - February 2011
Job Assurance Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  October 2012 - Present
Pathway Capital Management   August 2010 - February 2011

Education
California State University-Fullerton   2010 — 2012
Master's, Accountancy

San Diego State University   2006 — 2008
BA, International Business: Finance/Spanish

Universidad Antonio de Nebrija   2008 — 2008
Comercio International

Emily Tieu, CPA Emily Tieu, CPA Orange County, California Area Details
Emily Tieu, CPA's Pathway Capital Management Experience 2002 - 2003
Job Analyst at Capital Group
Industry Investment Management
Experience
Capital Group  June 2006 - Present
Gumbiner Savett  July 2004 - June 2006
Pathway Capital Management   2002 - 2003

Skills
Financial Reporting, Financial Analysis, Valuation, Bloomberg, GAAP, Financial Accounting, Internal Controls, US GAAP, Finance, Equities, Financial Modeling, Accounting, Auditing, Sarbanes-Oxley Act

Education
University of Southern California - Marshall School of Business   2003 — 2004
MAcc, Accounting

University of California, Irvine   1999 — 2003
BA, Economics

Jill (Cruz) Tolentino Jill (Cruz) Tolentino Greater Los Angeles Area Details
Jill (Cruz) Tolentino's Pathway Capital Management Experience July 2000 - June 2004
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte  September 2005 - Present
Pathway Capital Management   July 2000 - June 2004

Skills
US GAAP, Internal Controls, Financial Analysis, Financial Reporting, SEC filings, Accounting, Auditing, Financial Accounting, IFRS, GAAP

Education
University of Southern California   2004 — 2005
MAcc, Accounting

University of California, Irvine   1997 — 2001
BA, Honors Economics, Minor in Management

Canyon Lew Canyon Lew Orange County, California Area Details
Canyon Lew's Pathway Capital Management Experience November 2004 - Present
Job Director at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   November 2004 - Present
Fleet Financial Group  1997 - 1999

Education
Boston University Questrom School of Business   2008 — 2009
MSIM, Investment Management

Brown University   1993 — 1997
AB, Economics & Engineering

Shawnee Mission East

Delwin Por Delwin Por Orange County, California Area Details
Delwin Por's Pathway Capital Management Experience October 2002 - February 2004
Job Law Practice Professional
Industry Law Practice
Experience
Hanna Brophy MacLean McAleer & Jensen  October 2011 - Present
LAW OFFICES OF RONALD B. SCHWARTZ   July 2008 - August 2008
LEGAL AID FOUNDATION OF LOS ANGELES, LONG BEACH – IMMIGRATION UNIT   January 2008 - May 2008
LEGAL AID FOUNDATION OF LOS ANGELES, SANTA MONICA, CA – DOMESTIC VIOLENCE   May 2007 - August 2007
FEDERAL BANKRUPTCY COURT (JUDGE ROBERT ALBERTS)   May 2004 - August 2004
PATHWAY CAPITAL MANAGEMENT   October 2002 - February 2004

Skills
Legal Writing, Legal Research, Westlaw, Trials, Courts, Lexis, Hearings, Pleadings, Motions, Research, Analysis, Litigation, Civil Litigation, Mediation, Commercial Litigation, LexisNexis

Education
Chapman University, School of Law   2005 — 2009
J.D., Law

Chapman University, The George L. Argyros School of Business and Economics   2005 — 2009
M.B.A., Business Administration

University of California, Irvine   2000 — 2005
B.A., Economics, Business Management

Sean Dinh Sean Dinh Orange County, California Area Details
Sean Dinh's Pathway Capital Management Experience July 2014 - Present
Job Fund Accounting and Operations Intern at Pathway Capital Management
Industry Accounting
Experience
Pathway Capital Management   July 2014 - Present
Meritus Payment Solutions  January 2013 - October 2013
HD Supply  August 2012 - February 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking

Education
California State University-Fullerton   2012 — 2015
Bachelor of Arts (B.A.), Accounting and Information Systems

Orange Coast College   2010 — 2012

Breanna Ziarnick Breanna Ziarnick Austin, Texas Area Details
Breanna Ziarnick's Pathway Capital Management Experience January 2006 - January 2011
Job Connector, Listener, Learner
Industry Program Development
Experience
TLC Graphics and Narrow Gate Books   June 2012 - Present
Greater Grounds   January 2012 - Present
Durbin Bennett Peterson - Private Wealth Management, LLP   April 2011 - December 2011
Pathway Capital Management   January 2006 - January 2011

Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Time Management, Private Equity, Customer Service, Microsoft Office, Social Networking, Public Speaking, Social Media, Research, Expense Reports, QuickBooks

Education
California State University-Los Angeles   2000 — 2006
BS, Kinesiology

Michael Mulgrew Michael Mulgrew Greater Minneapolis-St. Paul Area Details
Michael Mulgrew's Pathway Capital Management Experience May 2003 - May 2004
Job Director at Best Buy
Industry Retail
Experience
Best Buy  July 2006 - Present
Pathway Capital Management   May 2003 - May 2004
Morgan Stanley  June 2000 - April 2003

Skills
Financial Modeling, Financial Analysis, Retail, Cross-functional Team..., Strategic Planning, Forecasting, Business Strategy, Strategy, Competitive Analysis, Analytics, Leadership, Income Statement, Process Improvement, Team Leadership, Corporate Finance, Data Analysis, Valuation, Customer Experience, Business Analysis, Mergers & Acquisitions, Pricing

Education
Harvard Business School   2004 — 2006
MBA, Business Administration and Management, General

Harvard University   1996 — 2000
Economics

St. Albans

Sean Castillo Sean Castillo Greater Los Angeles Area Details
Sean Castillo's Pathway Capital Management Experience June 2012 - August 2015
Job Associate at Cliffwater
Industry Venture Capital & Private Equity
Experience
Pathway Capital Management   June 2012 - August 2015
California State University, Northridge  November 2011 - May 2012
Windward Capital Management Co.   December 2011 - March 2012
ACap Asset Management   November 2011 - March 2012
Cal State University Northridge  August 2011 - December 2011

Skills
Portfolio Management, Valuation, Financial Modeling, Due Diligence, Finance, Investments, Currency, Private Equity, Hedge Funds, Asset Managment, Venture Capital, Equities, Bloomberg, Bloomberg Terminal, Equity Research, Alternative Investments, Investment Management, Equity Trading, Investment Strategies, Business Valuation, Asset Allocation, Capital Markets, Investment Banking, Emerging Markets, Financial Analysis, Fund Of Funds, Investment Advisory, Asset Management, Fixed Income, Portfolio Optimization, Mergers & Acquisitions, Securities, Mutual Funds, Wealth Management, Financial Services, ETFs, Corporate Finance, Derivatives, Trading, Quantitative Analytics, Financial Markets, Competitive Analysis, Financial Structuring, Fundamental Analysis, Risk Management, Bonds, Funding, Strategic Financial..., Economics, Equity Derivatives

Education
California State University-Northridge   2008 — 2012
Bachelor of Science in Finance & Honors Businss Administration, 3.8

Kingston College   2010 — 2011
Financial Economics

Jim Chambliss Jim Chambliss Orange County, California Area Details
Jim Chambliss's Pathway Capital Management Experience 1994 - Present
Job Managing Director at Pathway Capital Management
Industry Venture Capital & Private Equity
Experience
Pathway Capital Management   1994 - Present

Education
University of Southern California   1999 — 2001
MBA

Loyola Marymount University   1989 — 1993
BS, Finance

Cynthia Jin Cynthia Jin San Francisco Bay Area Details
Cynthia Jin's Pathway Capital Management Experience June 2012 - January 2013
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte  January 2015 - Present
Informatica  May 2014 - September 2014
Transtar Accountancy Inc.   February 2014 - April 2014
Deloitte  June 2013 - August 2013
Pathway Capital Management   June 2012 - January 2013
Transtock Acquisition Group Intl.   October 2011 - January 2012
Korus Accounting & Tax Services, Inc.   June 2011 - September 2011
Anteater Recreation Center  October 2010 - May 2011
Hospitality Valet, Inc.   August 2008 - June 2010

Skills
QuickBooks, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Accounting, Public Speaking, Data Entry, Auditing, Time Management, Financial Analysis, English

Education
Golden Gate University   2013 — 2014
Master of Science in Taxation

University of California, Irvine   2010 — 2013
Economics, Accounting

Sherice Holman Sherice Holman Erie, Pennsylvania Details
Sherice Holman's Pathway Capital Management Experience January 2008 - April 2008
Job Human Resources Clerk at YMCA of Greater Erie
Industry Accounting
Experience
YMCA of Greater Erie  July 2013 - Present
YMCA of Greater Erie  July 2013 - February 2014
Barber National Institute  March 2011 - November 2012
Voices for Independence  August 2010 - January 2011
Trustee Corps  August 2009 - April 2010
TRC Solutions  November 2008 - July 2009
Irvine Company  April 2008 - September 2008
Pathway Capital Management   January 2008 - April 2008

Skills
Accounts Payable, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Data Entry, PROMISe, Accounts Receivable, Human Resources, CareLogic, Novell Groupwise, Microsoft PowerPoint

Education
Johnson and Wales University   2000 — 2004
Bachelor of Science, Management, 3.46

Stephen Kraman Stephen Kraman Orange County, California Area Details
Stephen Kraman's Pathway Capital Management Experience October 2014 - Present
Job Investment Analyst at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management   October 2014 - Present
UCLA Conference Center and Bruin Woods Family Resort  June 2014 - September 2014
UCLA Undergraduate Admissions and Relations with Schools  February 2013 - June 2014
Lieberman Research Worldwide  June 2013 - September 2013
UCLA  May 2012 - May 2013
UCLA Department of Neurology  January 2011 - September 2012
UCLA Office of Residential Life  September 2011 - June 2012
UCLA Housing and Hospitality Services  June 2011 - October 2011
949 Roller Hockey Center   June 2008 - August 2010

Education
University of California, Los Angeles   2010 — 2014
B.A., Economics

Santa Margarita Catholic High School   2006 — 2010

John Ruggieri, CFA John Ruggieri, CFA Providence, Rhode Island Area Details
John Ruggieri, CFA's Pathway Capital Management Experience July 2010 - Present
Job Senior Associate at Pathway Capital Management
Industry Venture Capital & Private Equity
Experience
Pathway Capital Management   July 2010 - Present
John Hancock Life Insurance Company (U.S.A.)   2007 - 2009

Education
Boston College   2002 — 2006
BS

Providence College   2009 — 2010
MBA

Carolyne Truong Carolyne Truong Santa Ana, California Details
Carolyne Truong's Pathway Capital Management Experience July 2014 - Present
Job Fund Accountant at Pathway Capital Management
Industry Accounting
Experience
Pathway Capital Management   July 2014 - Present
Pathway Capital Management   May 2013 - June 2014
Leadership Scholars Program   September 2012 - May 2014
Walgreens  August 2011 - January 2012
Macy's  December 2010 - February 2011
Macy's  November 2009 - January 2010

Skills
Cashiering, Customer Service, Retail, Microsoft Word, Time Management, PowerPoint, Accounts Receivable, Marketing, Sales, Training, Accounting, Marketing Strategy, Microsoft Excel

Education
California State University-Fullerton   2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Human Resources

Kevin Yueh Kevin Yueh Arcadia, California Details
Kevin Yueh's Pathway Capital Management Experience November 2014 - January 2015
Job Contractor at ICon Professional Services
Industry
Experience
ICon Professional Services  July 2015 - Present
Broadcom  January 2015 - June 2015
Pathway Capital Management   November 2014 - January 2015
Harbor Island Wealth Management   February 2014 - June 2014
Gaikai  August 2013 - September 2013

Skills
PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Customer Service, Research, Invoicing, Social Media, Public Speaking, 4Dmonitoring, SAP ERP, Oracle CRM, Salesforce.com, BARS, PeopleSoft, Microsoft Excel, NetSuite, Analysis, SharePoint, Accounting, Management, Marketing

Education
University of California, Irvine   2011 — 2015
Bachelor's Degree, Major: Business Administration - Specialization in Accounting & Emphasis in Marketing, Graduate

Dennis X Dennis X Fullerton, California Details
Dennis X's Pathway Capital Management Experience March 2014 - Present
Job Accounting and Operations Intern at Pathway Capital Management
Industry Accounting
Experience
Pathway Capital Management   March 2014 - Present
California State University, Fullerton  July 2012 - August 2014
California State University, Fullerton  January 2011 - December 2012
California State University, Fullerton  June 2012 - August 2012

Skills
Microsoft Office, Due Diligence, Customer Service, Research, Leadership, Public Speaking, Cold Calling, Time Management, Financial Analysis, FileMaker, CRM, Teamwork

Education
California State University-Fullerton   2009 — 2015
Bachelor's Degree, BA - Business Administration Accounting, BS - Biochemistry

Isaac Chin Isaac Chin Orange County, California Area Details
Isaac Chin's Pathway Capital Management Experience Batch CoordinatorAmerican Honda Motor Company, Inc.July 2010 - July 2012
Job Tax Intern at Pathway Capital Management
Industry Venture Capital & Private Equity
Experience
Pathway Capital Management   Batch CoordinatorAmerican Honda Motor Company, Inc.July 2010 - July 2012

Education
California State University-Fullerton   2012 — 2015
Bachelor of Arts (B.A.), Accounting and Finance

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