Patpatia & Associates
Description
Address: 1803 Sixth Street, Berkeley, CA 94710 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (510) 559-7140Place name: : : : Category: Website: : : : Category: Business management consultant 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.Add missing informationAdd website 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 Patpatia & Associates Posting publicly on the Web Write a review Reviews 3 Google reviews
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Patpatia & Associates Employees
Employee
Years
Job
Industry
Kate Oppenheimer Kate Oppenheimer's Patpatia & Associates Experience June 2005 - December 2005
Job Owner, at Kate Oppenheimer Consulting
Industry Health, Wellness and Fitness
Experience
Kate Oppenheimer Consulting August 2014 - Present
The Bar Method September 2009 - Present
Equinox November 2011 - March 2015
Equinox March 2010 - November 2011
lululemon athletica November 2008 - February 2010
lululemon athletica April 2008 - November 2008
The Alexander Group, Inc. January 2006 - September 2007
Patpatia & Associates June 2005 - December 2005
Kravis Leadership Institute September 2002 - May 2005
Leadership Learning Community 2004 - 2004
Skills
Fitness, Wellness, Leadership, Customer Service, Management, Strength Training, Social Media, Public Speaking, Cpr Certified, SPSS, Fitness Training, Personal Training, Coaching, Social Networking, Teaching, Wellness Coaching, Event Planning, Nutrition, Data Analysis, Nutritional Counseling, Lifestyle, Marketing, Health, Operant Conditioning, Health Promotion, Rehabilitation, Program Development, Yoga, Sports Nutrition, Exercise Physiology, Functional Training, Holistic Health, Sports, Psychology, Athletics, Treatment, Weight Training, Pilates, Leadership Development, Time Management, Leadership Development..., Mindfulness, Operations Management, Business Strategy, Cross-functional Team...
Education
Claremont McKenna College 2001 — 2005
Bachelor of Arts, Psychology, Leadership
Terra Linda High School 1997 — 2001
Kate Oppenheimer Consulting August 2014 - Present
The Bar Method September 2009 - Present
Equinox November 2011 - March 2015
Equinox March 2010 - November 2011
lululemon athletica November 2008 - February 2010
lululemon athletica April 2008 - November 2008
The Alexander Group, Inc. January 2006 - September 2007
Patpatia & Associates June 2005 - December 2005
Kravis Leadership Institute September 2002 - May 2005
Leadership Learning Community 2004 - 2004
Skills
Fitness, Wellness, Leadership, Customer Service, Management, Strength Training, Social Media, Public Speaking, Cpr Certified, SPSS, Fitness Training, Personal Training, Coaching, Social Networking, Teaching, Wellness Coaching, Event Planning, Nutrition, Data Analysis, Nutritional Counseling, Lifestyle, Marketing, Health, Operant Conditioning, Health Promotion, Rehabilitation, Program Development, Yoga, Sports Nutrition, Exercise Physiology, Functional Training, Holistic Health, Sports, Psychology, Athletics, Treatment, Weight Training, Pilates, Leadership Development, Time Management, Leadership Development..., Mindfulness, Operations Management, Business Strategy, Cross-functional Team...
Education
Claremont McKenna College 2001 — 2005
Bachelor of Arts, Psychology, Leadership
Terra Linda High School 1997 — 2001
Kris Petersen Kris Petersen's Patpatia & Associates Experience January 2011 - Present
Job President Product Development and Marketing think2perform (formerly Lennick Aberman Group)
Industry Management Consulting
Experience
Think2Perform (formerly Lennick Aberman Group) January 2011 - Present
Patpatia & Associates January 2011 - Present
Ameriprise Financial 2005 - October 2010
American Express Financial Advisors 1997 - 2005
US Bank 1994 - 1997
Marquette Consulting 1988 - 1994
Green Tree Acceptance Corporation 1987 - 1988
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Leadership, Management Consulting, Business Strategy, Financial Services, Strategic Planning, Strategy, Values-based Leadership, Financial Planning, Consulting, Team Building
Education
University of St. Thomas 1991 — 1994
MBA, Marketing
St. Cloud State University - Herberger Business School 1983 — 1987
BS, Finance
Think2Perform (formerly Lennick Aberman Group) January 2011 - Present
Patpatia & Associates January 2011 - Present
Ameriprise Financial 2005 - October 2010
American Express Financial Advisors 1997 - 2005
US Bank 1994 - 1997
Marquette Consulting 1988 - 1994
Green Tree Acceptance Corporation 1987 - 1988
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Leadership, Management Consulting, Business Strategy, Financial Services, Strategic Planning, Strategy, Values-based Leadership, Financial Planning, Consulting, Team Building
Education
University of St. Thomas 1991 — 1994
MBA, Marketing
St. Cloud State University - Herberger Business School 1983 — 1987
BS, Finance
Yvonne Ho Yvonne Ho's Patpatia & Associates Experience September 2013 - January 2014
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
EY June 2014 - August 2014
Patpatia & Associates September 2013 - January 2014
UC Berkeley May 2013 - September 2013
Infinity Financial Services March 2012 - March 2013
Skills
PowerPoint, Data Analysis, Customer Service, Research, Microsoft Excel, Microsoft Word, Social Media, Economics, Finance, Investments, Financial Statement..., Accounting, Financial Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
California High School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
EY June 2014 - August 2014
Patpatia & Associates September 2013 - January 2014
UC Berkeley May 2013 - September 2013
Infinity Financial Services March 2012 - March 2013
Skills
PowerPoint, Data Analysis, Customer Service, Research, Microsoft Excel, Microsoft Word, Social Media, Economics, Finance, Investments, Financial Statement..., Accounting, Financial Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
California High School 2007 — 2011
Laurel Hoffman Laurel Hoffman's Patpatia & Associates Experience August 2008 - November 2008
Job Associate at SM&A
Industry Management Consulting
Experience
SM&A April 2010 - Present
Patpatia & Associates August 2008 - November 2008
Patpatia & Associates May 2008 - August 2008
Skills
Project Planning, Data Analysis, Earned Value Management, Financial Modeling, Strategy, Leadership, Microsoft Excel, Microsoft Project, Primavera P6, French
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
B.S.
Institut d'Etudes politiques de Paris 2008 — 2009
SM&A April 2010 - Present
Patpatia & Associates August 2008 - November 2008
Patpatia & Associates May 2008 - August 2008
Skills
Project Planning, Data Analysis, Earned Value Management, Financial Modeling, Strategy, Leadership, Microsoft Excel, Microsoft Project, Primavera P6, French
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
B.S.
Institut d'Etudes politiques de Paris 2008 — 2009
Justin Perna Justin Perna's Patpatia & Associates Experience October 2010 - April 2011
Job Officer, Cash and Collateral Management Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services January 2013 - Present
JPMorgan Chase & Co. April 2012 - January 2013
James Hardie Building Products August 2011 - April 2012
Patpatia & Associates October 2010 - April 2011
Citco Hedge Fund Services February 2010 - May 2010
Skills
Hedge Funds, Asset Management, Alternative Investments, Treasury Management, Financial Modeling
Education
Investment Banking Institute 2010 — 2010
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science and Commerce, Finance & Minor, International Business
SRVHS
SRVHS
san ramon valley
san ramon valley
san ramon valley
san ramon valley
san ramon valley
Northern Trust Hedge Fund Services January 2013 - Present
JPMorgan Chase & Co. April 2012 - January 2013
James Hardie Building Products August 2011 - April 2012
Patpatia & Associates October 2010 - April 2011
Citco Hedge Fund Services February 2010 - May 2010
Skills
Hedge Funds, Asset Management, Alternative Investments, Treasury Management, Financial Modeling
Education
Investment Banking Institute 2010 — 2010
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science and Commerce, Finance & Minor, International Business
SRVHS
SRVHS
san ramon valley
san ramon valley
san ramon valley
san ramon valley
san ramon valley
Amtej Dhillon Amtej Dhillon's Patpatia & Associates Experience July 2010 - September 2011
Job Director, Business Development at CareOne Home Health and Hospice Inc.
Industry Hospital & Health Care
Experience
CareOne Home Health and Hospice Inc. September 2015 - Present
CareOne Home Health and Hospice Inc. September 2013 - September 2015
Sony Pictures Entertainment October 2011 - September 2013
Patpatia & Associates July 2010 - September 2011
Education
Santa Clara University - Leavey School of Business 2014 — 2017
MBA, Finance, Digital Marketing & E-Commerce
University of Southern California - Marshall School of Business 2006 — 2010
B.S. Business Administration, Finance
CareOne Home Health and Hospice Inc. September 2015 - Present
CareOne Home Health and Hospice Inc. September 2013 - September 2015
Sony Pictures Entertainment October 2011 - September 2013
Patpatia & Associates July 2010 - September 2011
Education
Santa Clara University - Leavey School of Business 2014 — 2017
MBA, Finance, Digital Marketing & E-Commerce
University of Southern California - Marshall School of Business 2006 — 2010
B.S. Business Administration, Finance
Nandina Chuck Nandina Chuck's Patpatia & Associates Experience February 2014 - July 2014
Job Group Section Coordinator
Industry Leisure, Travel & Tourism
Experience
H.I.S. International Tours (NY) Inc. October 2014 - Present
Patpatia & Associates February 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, English, Event Planning, Teaching
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Japanese Language and Literature
National Taiwan University 2012 — 2012
Business Chinese
H.I.S. International Tours (NY) Inc. October 2014 - Present
Patpatia & Associates February 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, English, Event Planning, Teaching
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Japanese Language and Literature
National Taiwan University 2012 — 2012
Business Chinese
Kendall Brown Kendall Brown's Patpatia & Associates Experience February 2014 - June 2014
Job Consultant at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group July 2015 - Present
World Affairs Council of Oregon May 2015 - July 2015
Affinity Property Management - OR May 2015 - July 2015
Fisher Investments August 2014 - May 2015
Patpatia & Associates February 2014 - June 2014
Centro Legal de la Raza June 2013 - August 2013
Rafael Alberti Primary School January 2013 - May 2013
Alameda County June 2012 - August 2012
Lavande Spa & Boutique May 2012 - August 2012
Las Trampas Pool June 2008 - August 2012
Skills
Spanish, Research, Fundraising, Time Management, Microsoft Office, PowerPoint, Community Outreach, Microsoft Word, Nonprofits, Political Science, Marketing, Customer Service, Microsoft Excel, Financial Services, International Relations, Office Management, Data Analysis, Salesforce Administrator
Education
UC Berkeley 2010 — 2013
Political Economy, International and Area Studies
Universidad Pablo de Olavide 2013 — 2013
Hispanic Studies, Business & Spanish Language
Campolindo High School 2006 — 2010
ACA Compliance Group July 2015 - Present
World Affairs Council of Oregon May 2015 - July 2015
Affinity Property Management - OR May 2015 - July 2015
Fisher Investments August 2014 - May 2015
Patpatia & Associates February 2014 - June 2014
Centro Legal de la Raza June 2013 - August 2013
Rafael Alberti Primary School January 2013 - May 2013
Alameda County June 2012 - August 2012
Lavande Spa & Boutique May 2012 - August 2012
Las Trampas Pool June 2008 - August 2012
Skills
Spanish, Research, Fundraising, Time Management, Microsoft Office, PowerPoint, Community Outreach, Microsoft Word, Nonprofits, Political Science, Marketing, Customer Service, Microsoft Excel, Financial Services, International Relations, Office Management, Data Analysis, Salesforce Administrator
Education
UC Berkeley 2010 — 2013
Political Economy, International and Area Studies
Universidad Pablo de Olavide 2013 — 2013
Hispanic Studies, Business & Spanish Language
Campolindo High School 2006 — 2010
William Yan William Yan's Patpatia & Associates Experience May 2012 - August 2012
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2014 - Present
Berkeley Consulting September 2012 - May 2014
Alibris September 2013 - December 2013
The Boston Consulting Group June 2013 - August 2013
Patpatia & Associates May 2012 - August 2012
Berkeley Phi Beta Lambda December 2011 - May 2012
Bloomberg January 2012 - April 2012
UBS May 2011 - August 2011
Associated Students of the University of California September 2010 - May 2011
Skills
Mandarin, R, Research, Market Research, Microsoft Word, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Statistics
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Science (BS), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Statistics
The Boston Consulting Group September 2014 - Present
Berkeley Consulting September 2012 - May 2014
Alibris September 2013 - December 2013
The Boston Consulting Group June 2013 - August 2013
Patpatia & Associates May 2012 - August 2012
Berkeley Phi Beta Lambda December 2011 - May 2012
Bloomberg January 2012 - April 2012
UBS May 2011 - August 2011
Associated Students of the University of California September 2010 - May 2011
Skills
Mandarin, R, Research, Market Research, Microsoft Word, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Statistics
Education
Haas School of Business, UC Berkeley 2012 — 2014
Bachelor of Science (BS), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (BA), Statistics
Howard Knapp's Patpatia & Associates Experience April 2013 - August 2013
Job Marketing Coordinator at Berry Appleman & Leiden LLP
Industry Marketing and Advertising
Experience
Berry Appleman & Leiden LLP April 2015 - Present
Gametime United July 2014 - November 2014
Apex Capital, LLC October 2013 - May 2014
Patpatia & Associates April 2013 - August 2013
National Writing Project May 2012 - April 2013
The Compass Fellowship with the Kenneth Cole Foundation January 2011 - April 2012
Law Offices of Lawrence M. Knapp May 2010 - January 2012
Skills
Research, Public Speaking, Blogging, Community Outreach, Nonprofits, PowerPoint, Microsoft Excel, Social Networking, Facebook, Microsoft Office, Social Media, Event Planning, Hedge Funds, Asset Management, Business Growth..., Microsoft Word, Teaching, Public Relations
Education
University of California, Berkeley 2010 — 2013
Bachelors of Arts, English
Linden High School 2007 — 2010
High School Diploma
Berry Appleman & Leiden LLP April 2015 - Present
Gametime United July 2014 - November 2014
Apex Capital, LLC October 2013 - May 2014
Patpatia & Associates April 2013 - August 2013
National Writing Project May 2012 - April 2013
The Compass Fellowship with the Kenneth Cole Foundation January 2011 - April 2012
Law Offices of Lawrence M. Knapp May 2010 - January 2012
Skills
Research, Public Speaking, Blogging, Community Outreach, Nonprofits, PowerPoint, Microsoft Excel, Social Networking, Facebook, Microsoft Office, Social Media, Event Planning, Hedge Funds, Asset Management, Business Growth..., Microsoft Word, Teaching, Public Relations
Education
University of California, Berkeley 2010 — 2013
Bachelors of Arts, English
Linden High School 2007 — 2010
High School Diploma
Alexander Reynoso's Patpatia & Associates Experience 2008 - 2009
Job Account Executive at Kimball, Tirey & St. John
Industry Legal Services
Experience
Kimball, Tirey & St. John January 2015 - Present
Law Offices of Golub & Associates September 2014 - November 2014
U.S. Navy 2010 - 2014
Patpatia & Associates 2008 - 2009
Harvard University 2007 - 2008
Skills
Military Experience, Military, Healthcare, Project Management, Management Consulting, Corporate Strategy..., Office Administration, Microsoft Office, Outlook, Databases, Training, Research, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Legal Research, Customer Service, Time Management, Strategic Planning, Social Media, Management
Education
Harvard University
Bachelor's degree, Social Sciences
University of San Diego
ABA-Approved Paralegal Certificate, Emphasis on Business Litigation
Kimball, Tirey & St. John January 2015 - Present
Law Offices of Golub & Associates September 2014 - November 2014
U.S. Navy 2010 - 2014
Patpatia & Associates 2008 - 2009
Harvard University 2007 - 2008
Skills
Military Experience, Military, Healthcare, Project Management, Management Consulting, Corporate Strategy..., Office Administration, Microsoft Office, Outlook, Databases, Training, Research, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Legal Research, Customer Service, Time Management, Strategic Planning, Social Media, Management
Education
Harvard University
Bachelor's degree, Social Sciences
University of San Diego
ABA-Approved Paralegal Certificate, Emphasis on Business Litigation
Daniel Weeks Daniel Weeks's Patpatia & Associates Experience August 2009 - October 2009
Job Analytics at Dropbox
Industry Internet
Experience
Dropbox July 2014 - Present
Hay Group January 2012 - July 2014
Glass Lewis & Co. March 2011 - January 2012
Glass Lewis & Co February 2010 - March 2011
Patpatia & Associates August 2009 - October 2009
One Million Lights May 2009 - August 2009
Consumers International March 2008 - July 2008
Skills
Research, Editing
Education
University of California, Berkeley 2005 — 2009
B.A, Political Economy of Industrial Societies
Pontificia Universidad Católica de Chile 2008 — 2008
Dropbox July 2014 - Present
Hay Group January 2012 - July 2014
Glass Lewis & Co. March 2011 - January 2012
Glass Lewis & Co February 2010 - March 2011
Patpatia & Associates August 2009 - October 2009
One Million Lights May 2009 - August 2009
Consumers International March 2008 - July 2008
Skills
Research, Editing
Education
University of California, Berkeley 2005 — 2009
B.A, Political Economy of Industrial Societies
Pontificia Universidad Católica de Chile 2008 — 2008
Dylan White's Patpatia & Associates Experience October 2013 - December 2013
Job Business Analyst, Global Sales Operations Corporate Analytics at Oracle
Industry Information Technology and Services
Experience
Oracle Corporation September 2014 - Present
GraphScience July 2014 - September 2014
Patpatia & Associates October 2013 - December 2013
AB June 2013 - August 2013
Bass Drop Management August 2011 - June 2012
Sutter Health October 2009 - December 2009
Skills
Financial Analysis, Social Media Marketing, Data Analysis, Competitive Analysis, Microsoft Excel, SQL, Start-ups, Management, Business Strategy, Business Analysis, Business Process, CRM
Education
University of California, Berkeley - Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Oracle Corporation September 2014 - Present
GraphScience July 2014 - September 2014
Patpatia & Associates October 2013 - December 2013
AB June 2013 - August 2013
Bass Drop Management August 2011 - June 2012
Sutter Health October 2009 - December 2009
Skills
Financial Analysis, Social Media Marketing, Data Analysis, Competitive Analysis, Microsoft Excel, SQL, Start-ups, Management, Business Strategy, Business Analysis, Business Process, CRM
Education
University of California, Berkeley - Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Christopher Tenorio Christopher Tenorio's Patpatia & Associates Experience October 2011 - December 2011
Job Summer Analyst at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank June 2013 - August 2013
Euclid Analyics 2013 - 2013
BayStreet Research, LLC January 2012 - May 2012
Patpatia & Associates October 2011 - December 2011
Clif Bar & Company September 2011 - October 2011
Terry Hines & Associates June 2011 - October 2011
J.C Tenorio Outlet May 2001 - May 2009
Skills
Leadership, Competitive Strategies, Finance, Team Building, Public Speaking, Negotiation, Conflict Resolution, Microsoft Office, HTML 5, CSS, JavaScript, Social Media Marketing, Financial Modeling, Microsoft Excel, Spanish, Portuguese, Research
Education
University of California, Berkeley 2010 — 2014
Bachelor of Business Administration (BBA) & Luso-Brazilian Literature, Senior
Deutsche Bank June 2013 - August 2013
Euclid Analyics 2013 - 2013
BayStreet Research, LLC January 2012 - May 2012
Patpatia & Associates October 2011 - December 2011
Clif Bar & Company September 2011 - October 2011
Terry Hines & Associates June 2011 - October 2011
J.C Tenorio Outlet May 2001 - May 2009
Skills
Leadership, Competitive Strategies, Finance, Team Building, Public Speaking, Negotiation, Conflict Resolution, Microsoft Office, HTML 5, CSS, JavaScript, Social Media Marketing, Financial Modeling, Microsoft Excel, Spanish, Portuguese, Research
Education
University of California, Berkeley 2010 — 2014
Bachelor of Business Administration (BBA) & Luso-Brazilian Literature, Senior
Allison Carrick Allison Carrick's Patpatia & Associates Experience August 2009 - June 2010
Job Research
Industry Venture Capital & Private Equity
Experience
Coatue Management 2014 - Present
Stone & Youngberg, a Division of Stifel Nicolaus July 2010 - July 2012
Patpatia & Associates August 2009 - June 2010
California Podiatric Medical Association June 2003 - January 2009
U.S. Senator Barbara Boxer April 2008 - June 2008
Warner Bros. Studios March 2007 - June 2007
Skills
Microsoft Excel, Market Research, Business Development, Management Consulting, Financial Modeling, Marketing Strategy, Business Relationship..., Public Finance, Municipal Bonds, Investment Banking, Public Speaking, Structured Finance, Project Management, Strategic Planning, Business Intelligence, SQL - Beginner, Python - Beginner, Data Analysis, Business Coordination, Social Media, Microsoft Office, Pivot Tables, Business Decision Making, Competitive Analysis, Analysis
Education
UCLA 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
Coatue Management 2014 - Present
Stone & Youngberg, a Division of Stifel Nicolaus July 2010 - July 2012
Patpatia & Associates August 2009 - June 2010
California Podiatric Medical Association June 2003 - January 2009
U.S. Senator Barbara Boxer April 2008 - June 2008
Warner Bros. Studios March 2007 - June 2007
Skills
Microsoft Excel, Market Research, Business Development, Management Consulting, Financial Modeling, Marketing Strategy, Business Relationship..., Public Finance, Municipal Bonds, Investment Banking, Public Speaking, Structured Finance, Project Management, Strategic Planning, Business Intelligence, SQL - Beginner, Python - Beginner, Data Analysis, Business Coordination, Social Media, Microsoft Office, Pivot Tables, Business Decision Making, Competitive Analysis, Analysis
Education
UCLA 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
Elisa Borman's Patpatia & Associates Experience June 2004 - August 2004
Job Head of Business Operations at Eureka Therapeutics, Inc
Industry Biotechnology
Experience
Eureka Therapeutics, Inc November 2012 - Present
Eureka Therapeutics, Inc May 2006 - November 2012
Patpatia & Associates June 2004 - August 2004
Skills
Biotechnology, Lifesciences, Competitive Analysis, Business Development, Oncology, Corporate Development, Cross-functional Team..., Pharmaceutical Industry, Strategic Partnerships, Drug Development, Biopharmaceuticals, Drug Discovery, Commercialization, Technology Transfer, Immunology, Life Sciences, Management, Strategy
Education
University of California, Berkeley 2003 — 2007
Bachelor of Art, Integrative Biology, with Honors
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelor of Science, Business Administration
Eureka Therapeutics, Inc November 2012 - Present
Eureka Therapeutics, Inc May 2006 - November 2012
Patpatia & Associates June 2004 - August 2004
Skills
Biotechnology, Lifesciences, Competitive Analysis, Business Development, Oncology, Corporate Development, Cross-functional Team..., Pharmaceutical Industry, Strategic Partnerships, Drug Development, Biopharmaceuticals, Drug Discovery, Commercialization, Technology Transfer, Immunology, Life Sciences, Management, Strategy
Education
University of California, Berkeley 2003 — 2007
Bachelor of Art, Integrative Biology, with Honors
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelor of Science, Business Administration
Carolyn J Hansen Carolyn J Hansen's Patpatia & Associates Experience January 2005 - May 2005
Job Treasury Manager at AECOM
Industry Civil Engineering
Experience
AECOM January 2015 - Present
URS Corporation June 2014 - January 2015
URS Corporation September 2013 - June 2014
Xoom Corporation May 2012 - September 2013
Wells Fargo April 2011 - April 2012
Wells Fargo March 2010 - April 2011
Wells Fargo September 2008 - March 2010
Wells Fargo August 2007 - August 2008
Wells Fargo June 2006 - June 2007
Patpatia & Associates January 2005 - May 2005
Skills
Financial Analysis, Banking, Strategic Financial..., Financial Modeling, Risk Management, Corporate Finance, Business Analysis, Investments, Financial Risk, Forecasting, Finance, Strategic Planning, Budgets, Strategy, Commercial Banking, Analytics, Financial Reporting, Leadership, Financial Services, Cross-functional Team..., Management, Treasury Management, Accounting, Project Management
Education
Dominican University of California 2003 — 2006
BA, International Management, Finance concentration
AECOM January 2015 - Present
URS Corporation June 2014 - January 2015
URS Corporation September 2013 - June 2014
Xoom Corporation May 2012 - September 2013
Wells Fargo April 2011 - April 2012
Wells Fargo March 2010 - April 2011
Wells Fargo September 2008 - March 2010
Wells Fargo August 2007 - August 2008
Wells Fargo June 2006 - June 2007
Patpatia & Associates January 2005 - May 2005
Skills
Financial Analysis, Banking, Strategic Financial..., Financial Modeling, Risk Management, Corporate Finance, Business Analysis, Investments, Financial Risk, Forecasting, Finance, Strategic Planning, Budgets, Strategy, Commercial Banking, Analytics, Financial Reporting, Leadership, Financial Services, Cross-functional Team..., Management, Treasury Management, Accounting, Project Management
Education
Dominican University of California 2003 — 2006
BA, International Management, Finance concentration
Donn Sharer's Patpatia & Associates Experience March 2005 - Present
Job President of Sharer & Associates Inc
Industry Financial Services
Experience
Sharer & Associates Inc / Considine Sharer & Associates Inc 2005 - Present
Patpatia & Associates March 2005 - Present
Capital Professional Advisors 2004 - 2004
Logic Opera 2003 - 2004
MetLife 1998 - 2003
American Express Financial Advisors 1990 - 1998
Skills
Insurance, Financial Services, Strategic Financial..., Business Strategy, Strategic Planning, Retirement Planning, Wealth Management, Small Business, Consulting, Retirement, Investments, Long-term Care, Financial Planners, Fixed Annuities, Life Insurance, Asset Allocation, Leadership, Disability Insurance, Estate Planning, 401k, Employee Benefits, Strategy, Investment Advisory, Underwriting, Business Planning, Professional Mentoring, Term Life Insurance, Financial Advisory, Financial Analysis, Alternative Investments, Leadership Development
Education
The American College 2001 — 2002
CLU, Chartered Life Underwriter
The American College 2000 — 2001
ChFC, Chartered Financial Consultant
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Strategic Management
Northwestern University 1979 — 1983
BSIE, Industrial Engineering/Management Science
Sharer & Associates Inc / Considine Sharer & Associates Inc 2005 - Present
Patpatia & Associates March 2005 - Present
Capital Professional Advisors 2004 - 2004
Logic Opera 2003 - 2004
MetLife 1998 - 2003
American Express Financial Advisors 1990 - 1998
Skills
Insurance, Financial Services, Strategic Financial..., Business Strategy, Strategic Planning, Retirement Planning, Wealth Management, Small Business, Consulting, Retirement, Investments, Long-term Care, Financial Planners, Fixed Annuities, Life Insurance, Asset Allocation, Leadership, Disability Insurance, Estate Planning, 401k, Employee Benefits, Strategy, Investment Advisory, Underwriting, Business Planning, Professional Mentoring, Term Life Insurance, Financial Advisory, Financial Analysis, Alternative Investments, Leadership Development
Education
The American College 2001 — 2002
CLU, Chartered Life Underwriter
The American College 2000 — 2001
ChFC, Chartered Financial Consultant
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Strategic Management
Northwestern University 1979 — 1983
BSIE, Industrial Engineering/Management Science
Courtney O'Donnell Courtney O'Donnell's Patpatia & Associates Experience February 2011 - August 2012
Job Manager Marketing at Bloc, Inc.
Industry Marketing and Advertising
Experience
Bloc, Inc. November 2014 - Present
MarketBridge July 2013 - October 2014
MarketBridge July 2012 - June 2013
Patpatia & Associates February 2011 - August 2012
Bay-area Environmentally Aware Consulting Network August 2010 - May 2011
City of Santa Barbara Environmental Services May 2009 - September 2009
Skills
Analysis, Business Strategy, CRM, Marketing, Market Research, Social Media Marketing, Project Management, Microsoft Office, Sustainability, Excel, CSS, HTML, JavaScript, Final Cut Pro, InDesign, Marketing Automation, Marketo, Salesforce.com
Education
General Assembly 2014 — 2014
Front End Web Development
University of California, Berkeley 2008 — 2011
BS, Conservation and Resource Studies, (Green Business)
Peking University 2010 — 2010
Bloc, Inc. November 2014 - Present
MarketBridge July 2013 - October 2014
MarketBridge July 2012 - June 2013
Patpatia & Associates February 2011 - August 2012
Bay-area Environmentally Aware Consulting Network August 2010 - May 2011
City of Santa Barbara Environmental Services May 2009 - September 2009
Skills
Analysis, Business Strategy, CRM, Marketing, Market Research, Social Media Marketing, Project Management, Microsoft Office, Sustainability, Excel, CSS, HTML, JavaScript, Final Cut Pro, InDesign, Marketing Automation, Marketo, Salesforce.com
Education
General Assembly 2014 — 2014
Front End Web Development
University of California, Berkeley 2008 — 2011
BS, Conservation and Resource Studies, (Green Business)
Peking University 2010 — 2010
Hala Hadawar Hala Hadawar's Patpatia & Associates Experience June 2014 - July 2014
Job Leadership Development Program Fellow at Niagara Bottling
Industry Financial Services
Experience
Niagara Bottling 2015 - Present
Windhover Ventures, LLC June 2014 - Present
Patpatia & Associates June 2014 - July 2014
Literacy Coalition of Palm Beach County August 2012 - August 2013
Weber-Morgan Health Department January 2012 - May 2012
Utah State University August 2008 - December 2011
UCSD 2005 - 2008
FIT365 September 2006 - December 2006
Skills
Teaching, Contract Negotiation, Teamwork, Microsoft Office, Research, Recruiting, Financial Analysis, Community Outreach, Fundraising, Social Media, Data Analysis, Project Planning, Leadership, Data Entry, Management, Market Research, PowerPoint, Public Speaking, Marketing, Microsoft Excel, Analysis, Microsoft Word, Social Networking, Event Planning, Strategic Planning, Customer Service, Marketing Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Utah State University 2008 — 2012
Master of Science (MS), Public Health Education and Promotion
University of California, San Diego 2003 — 2008
Biology, Music
Niagara Bottling 2015 - Present
Windhover Ventures, LLC June 2014 - Present
Patpatia & Associates June 2014 - July 2014
Literacy Coalition of Palm Beach County August 2012 - August 2013
Weber-Morgan Health Department January 2012 - May 2012
Utah State University August 2008 - December 2011
UCSD 2005 - 2008
FIT365 September 2006 - December 2006
Skills
Teaching, Contract Negotiation, Teamwork, Microsoft Office, Research, Recruiting, Financial Analysis, Community Outreach, Fundraising, Social Media, Data Analysis, Project Planning, Leadership, Data Entry, Management, Market Research, PowerPoint, Public Speaking, Marketing, Microsoft Excel, Analysis, Microsoft Word, Social Networking, Event Planning, Strategic Planning, Customer Service, Marketing Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Utah State University 2008 — 2012
Master of Science (MS), Public Health Education and Promotion
University of California, San Diego 2003 — 2008
Biology, Music
Lisa Sweeney's Patpatia & Associates Experience May 2010 - September 2010
Job
Industry Financial Services
Experience
Berkeley Endowment Management Company January 2013 - May 2015
Sterling Stamos October 2010 - December 2012
Patpatia & Associates May 2010 - September 2010
Patpatia & Associates March 2010 - May 2010
Education
University of California, Berkeley 2006 — 2010
BA, Economics
Berkeley Endowment Management Company January 2013 - May 2015
Sterling Stamos October 2010 - December 2012
Patpatia & Associates May 2010 - September 2010
Patpatia & Associates March 2010 - May 2010
Education
University of California, Berkeley 2006 — 2010
BA, Economics
Nicholas Pegan Nicholas Pegan's Patpatia & Associates Experience June 2010 - October 2010
Job Product Manager at GoodData
Industry Computer Software
Experience
GoodData March 2015 - Present
GoodData October 2013 - March 2015
Triage Consulting Group April 2013 - October 2013
Triage Consulting Group July 2011 - April 2013
Patpatia & Associates June 2010 - October 2010
Ferrazzi Greenlight March 2010 - June 2010
Education
University of California, Los Angeles 2007 — 2011
B.S., Mathematics & Economics Minor in Global Studies, 3.73 in major
GoodData March 2015 - Present
GoodData October 2013 - March 2015
Triage Consulting Group April 2013 - October 2013
Triage Consulting Group July 2011 - April 2013
Patpatia & Associates June 2010 - October 2010
Ferrazzi Greenlight March 2010 - June 2010
Education
University of California, Los Angeles 2007 — 2011
B.S., Mathematics & Economics Minor in Global Studies, 3.73 in major
Sofia Putri Sofia Putri's Patpatia & Associates Experience November 2013 - December 2013
Job Corporate and Investment Banking Analyst Healthcare at Citi
Industry Banking
Experience
Citi June 2015 - Present
Morgan Joseph TriArtisan LLC September 2014 - November 2014
Bank of Tokyo-Mitsubishi UFJ June 2014 - August 2014
Patpatia & Associates November 2013 - December 2013
Pleasant Hill Chamber of Commerce June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Marketing Strategy, Financial Analysis, Finance, Leadership, Economics, Corporate Finance, Business Communications, Investments, Bloomberg, Capital IQ, English Literature, Indonesian, Chinese, Public Speaking, Customer Service
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Science (BSc.), Business Administration
Diablo Valley College 2011 — 2013
Business Administration and Management, General
Catholic Junior College 2009 — 2010
Singapore-Cambridge GCE Advanced Level
Citi June 2015 - Present
Morgan Joseph TriArtisan LLC September 2014 - November 2014
Bank of Tokyo-Mitsubishi UFJ June 2014 - August 2014
Patpatia & Associates November 2013 - December 2013
Pleasant Hill Chamber of Commerce June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Marketing Strategy, Financial Analysis, Finance, Leadership, Economics, Corporate Finance, Business Communications, Investments, Bloomberg, Capital IQ, English Literature, Indonesian, Chinese, Public Speaking, Customer Service
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Science (BSc.), Business Administration
Diablo Valley College 2011 — 2013
Business Administration and Management, General
Catholic Junior College 2009 — 2010
Singapore-Cambridge GCE Advanced Level
Ashley Elizabeth (Chatley) Thomas's Patpatia & Associates Experience September 2006 - March 2007
Job Digital Marketing Products
Industry Internet
Experience
Oracle April 2015 - Present
V12 Group December 2011 - April 2015
AdBrite December 2010 - December 2011
AdBrite July 2009 - December 2010
Time Inc March 2008 - May 2009
Boardwalktech, Inc. December 2008 - March 2009
Wells Fargo Regional Commercial Banking June 2007 - October 2007
Patpatia & Associates September 2006 - March 2007
Fox Sports Net Bay Area June 2006 - September 2006
San Francisco 49ers June 2005 - January 2006
Skills
Online Advertising, Product Marketing, Product Management, Digital Strategy, Digital Marketing, Behavioral Targeting, Advertising, Sales Operations, Start-ups, Mobile Advertising, Advertising Sales, Marketing, Strategic Partnerships, Account Management, Integrated Marketing, Cross-functional Team..., Management, Problem Solving, Digital Media, Direct Marketing, Lead Generation, Mobile Marketing, Sales, Analytics, Online Marketing, Email Marketing, Salesforce.com, Web Analytics, CRM, Social Media Marketing, Marketing Strategy, Display Advertising, Product Development, Product Design, Big Data, Strategy, Mobile Devices, Social Media, Marketing Communications, Project Management, Cloud Computing, Leadership, SaaS, Competitive Analysis, Enterprise Software
Education
Santa Clara University 2004 — 2007
B.S., Marketing
Oracle April 2015 - Present
V12 Group December 2011 - April 2015
AdBrite December 2010 - December 2011
AdBrite July 2009 - December 2010
Time Inc March 2008 - May 2009
Boardwalktech, Inc. December 2008 - March 2009
Wells Fargo Regional Commercial Banking June 2007 - October 2007
Patpatia & Associates September 2006 - March 2007
Fox Sports Net Bay Area June 2006 - September 2006
San Francisco 49ers June 2005 - January 2006
Skills
Online Advertising, Product Marketing, Product Management, Digital Strategy, Digital Marketing, Behavioral Targeting, Advertising, Sales Operations, Start-ups, Mobile Advertising, Advertising Sales, Marketing, Strategic Partnerships, Account Management, Integrated Marketing, Cross-functional Team..., Management, Problem Solving, Digital Media, Direct Marketing, Lead Generation, Mobile Marketing, Sales, Analytics, Online Marketing, Email Marketing, Salesforce.com, Web Analytics, CRM, Social Media Marketing, Marketing Strategy, Display Advertising, Product Development, Product Design, Big Data, Strategy, Mobile Devices, Social Media, Marketing Communications, Project Management, Cloud Computing, Leadership, SaaS, Competitive Analysis, Enterprise Software
Education
Santa Clara University 2004 — 2007
B.S., Marketing
Meredyth Sneed's Patpatia & Associates Experience February 2014 - Present
Job Analyst at Patpatia & Associates
Industry Financial Services
Experience
Patpatia & Associates February 2014 - Present
UC Berkeley August 2011 - December 2013
UC Berkeley August 2010 - August 2011
The Oriental Institute June 2009 - June 2010
Skills
Business Strategy, Financial Modeling, M&A analysis, Microsoft Excel, Mandarin
Education
UC Berkeley 2010 — 2013
Master of Arts (MA), Anthropology
The University of Chicago 2006 — 2010
Bachelor of Arts (B.A.), Anthropology
University College London, U. of London 2008 — 2008
Semester Abroad, Anthropology
Suzhou University 2008 — 2008
Certificate, Mandarin Chinese
Second School Attached to Beijing Normal University 2005 — 2006
Booker T. Washington High School
High School
Patpatia & Associates February 2014 - Present
UC Berkeley August 2011 - December 2013
UC Berkeley August 2010 - August 2011
The Oriental Institute June 2009 - June 2010
Skills
Business Strategy, Financial Modeling, M&A analysis, Microsoft Excel, Mandarin
Education
UC Berkeley 2010 — 2013
Master of Arts (MA), Anthropology
The University of Chicago 2006 — 2010
Bachelor of Arts (B.A.), Anthropology
University College London, U. of London 2008 — 2008
Semester Abroad, Anthropology
Suzhou University 2008 — 2008
Certificate, Mandarin Chinese
Second School Attached to Beijing Normal University 2005 — 2006
Booker T. Washington High School
High School
Edwin Mulianto's Patpatia & Associates Experience August 2010 - December 2010
Job Practical analyst with passion to solve development issues. International experience with local approaches.
Industry International Trade and Development
Experience
Kopernik October 2013 - September 2015
Mills Peninsula Medical Group January 2012 - August 2013
Patpatia & Associates August 2010 - December 2010
NetApp May 2010 - August 2010
AnewAmerica Community Corporation February 2010 - May 2010
Skills
Program Evaluation, Impact Assessment, Business Strategy, Business Planning, Strategic Planning, New Business Development, Program Management, Business Intelligence, Business Analysis, Market Research, Financial Modeling, Financial Analysis, Consulting, Data Analysis, Database Design, Microsoft Excel, Tableau, Access Database, SQL, Bahasa Indonesia
Education
University of California, Berkeley 2009 — 2011
BS, Business Administration, 3.58/4.00
Santa Monica College 2007 — 2009
Associate’s Degree, Economics, 4.00/4.00
Kopernik October 2013 - September 2015
Mills Peninsula Medical Group January 2012 - August 2013
Patpatia & Associates August 2010 - December 2010
NetApp May 2010 - August 2010
AnewAmerica Community Corporation February 2010 - May 2010
Skills
Program Evaluation, Impact Assessment, Business Strategy, Business Planning, Strategic Planning, New Business Development, Program Management, Business Intelligence, Business Analysis, Market Research, Financial Modeling, Financial Analysis, Consulting, Data Analysis, Database Design, Microsoft Excel, Tableau, Access Database, SQL, Bahasa Indonesia
Education
University of California, Berkeley 2009 — 2011
BS, Business Administration, 3.58/4.00
Santa Monica College 2007 — 2009
Associate’s Degree, Economics, 4.00/4.00
Chen-Chen Huo Chen-Chen Huo's Patpatia & Associates Experience August 2012 - December 2012
Job Analyst at Altman Vilandrie & Company
Industry Management Consulting
Experience
Camp Sudo February 2015 - Present
Altman Vilandrie & Company August 2014 - Present
Altman Vilandrie & Company June 2013 - September 2013
Associated Students of the University of California August 2012 - May 2013
Net Impact Berkeley September 2012 - December 2012
Patpatia & Associates August 2012 - December 2012
Zoomforth, Inc May 2012 - August 2012
Bancwest Investment Services May 2011 - September 2011
Latham & Watkins June 2010 - August 2010
Skills
Event Planning, Microsoft Office, Public Speaking, Business Strategy, Product Development, Market Research, Social Media, Social Media Marketing, Event Management, Nonprofits, Management, Research, Data Analysis, Editing
Education
UC Berkeley 2010 — 2014
Business Administration, Business, Music
Camp Sudo February 2015 - Present
Altman Vilandrie & Company August 2014 - Present
Altman Vilandrie & Company June 2013 - September 2013
Associated Students of the University of California August 2012 - May 2013
Net Impact Berkeley September 2012 - December 2012
Patpatia & Associates August 2012 - December 2012
Zoomforth, Inc May 2012 - August 2012
Bancwest Investment Services May 2011 - September 2011
Latham & Watkins June 2010 - August 2010
Skills
Event Planning, Microsoft Office, Public Speaking, Business Strategy, Product Development, Market Research, Social Media, Social Media Marketing, Event Management, Nonprofits, Management, Research, Data Analysis, Editing
Education
UC Berkeley 2010 — 2014
Business Administration, Business, Music
David Salaverry David Salaverry's Patpatia & Associates Experience 1998 - 2000
Job Chief Financial Officer, U.S. Private Bank at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan September 2013 - October 2014
JPMorgan June 2008 - September 2013
Bear Stearns August 2004 - June 2008
Mitchell Madison Group 2000 - 2002
Patpatia & Associates 1998 - 2000
Skills
Strategy, Financial Services, Equities, Management Consulting, Fixed Income, Business Strategy, Finance, Hedge Funds, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance & Strategy
University of California, Berkeley
BA, Political Economics
J.P. Morgan October 2014 - Present
J.P. Morgan September 2013 - October 2014
JPMorgan June 2008 - September 2013
Bear Stearns August 2004 - June 2008
Mitchell Madison Group 2000 - 2002
Patpatia & Associates 1998 - 2000
Skills
Strategy, Financial Services, Equities, Management Consulting, Fixed Income, Business Strategy, Finance, Hedge Funds, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance & Strategy
University of California, Berkeley
BA, Political Economics
Ryan Wen Ryan Wen's Patpatia & Associates Experience December 2012 - May 2013
Job Investment Banking Analyst at MHT MidSpan
Industry Investment Banking
Experience
MHT MidSpan July 2015 - Present
MHT MidSpan May 2014 - August 2014
Top Free Apps & Games Daily, LLC March 2013 - March 2014
ECHELON Partners May 2013 - July 2013
Patpatia & Associates December 2012 - May 2013
Harvey & Company LLC June 2012 - July 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Public Speaking, Microsoft Word
Education
UC Berkeley 2011 — 2015
Bachelor’s Degree, Multi/Interdisciplinary Studies, Computer Science
MHT MidSpan July 2015 - Present
MHT MidSpan May 2014 - August 2014
Top Free Apps & Games Daily, LLC March 2013 - March 2014
ECHELON Partners May 2013 - July 2013
Patpatia & Associates December 2012 - May 2013
Harvey & Company LLC June 2012 - July 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Public Speaking, Microsoft Word
Education
UC Berkeley 2011 — 2015
Bachelor’s Degree, Multi/Interdisciplinary Studies, Computer Science
Justin Staton Justin Staton's Patpatia & Associates Experience July 2013 - December 2013
Job Marketing Analyst at UCLA Health
Industry Marketing and Advertising
Experience
UCLA Health March 2014 - Present
Patpatia & Associates July 2013 - December 2013
RPA August 2012 - June 2013
Chapman University September 2009 - May 2012
PRSSA Bateman Competition - "Power Up!" November 2011 - April 2012
Chapman Radio August 2010 - January 2012
RPA June 2011 - August 2011
UCLA Medical Center June 2009 - August 2009
Skills
Press Releases, Advertising, Marketing, Radio, Writing, Event Planning, Entertainment, Public Relations, Photoshop, Microsoft Office, Art, Marketing Communications, Social Media, InDesign, Facebook, Integrated Marketing, Creative Direction, Newsletters
Education
Chapman University 2008 — 2012
BA, Public Relations And Advertising
UCLA Health March 2014 - Present
Patpatia & Associates July 2013 - December 2013
RPA August 2012 - June 2013
Chapman University September 2009 - May 2012
PRSSA Bateman Competition - "Power Up!" November 2011 - April 2012
Chapman Radio August 2010 - January 2012
RPA June 2011 - August 2011
UCLA Medical Center June 2009 - August 2009
Skills
Press Releases, Advertising, Marketing, Radio, Writing, Event Planning, Entertainment, Public Relations, Photoshop, Microsoft Office, Art, Marketing Communications, Social Media, InDesign, Facebook, Integrated Marketing, Creative Direction, Newsletters
Education
Chapman University 2008 — 2012
BA, Public Relations And Advertising
Rohit Jonnalagadda Rohit Jonnalagadda's Patpatia & Associates Experience 2008 - 2008
Job Business Operations Professional
Industry Information Technology and Services
Experience
LinkedIn October 2014 - Present
Gryphon Investors August 2012 - July 2014
Jefferies & Company July 2010 - June 2012
Lincoln International February 2009 - July 2009
Patpatia & Associates 2008 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, IPO, Competitive Analysis, Finance, Investments, Due Diligence, Corporate Finance, Industry Analysis, Venture Capital, Mergers & Acquisitions, Business Operations
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Business/Economics
LinkedIn October 2014 - Present
Gryphon Investors August 2012 - July 2014
Jefferies & Company July 2010 - June 2012
Lincoln International February 2009 - July 2009
Patpatia & Associates 2008 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, IPO, Competitive Analysis, Finance, Investments, Due Diligence, Corporate Finance, Industry Analysis, Venture Capital, Mergers & Acquisitions, Business Operations
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Business/Economics
Amita Agnihotri's Patpatia & Associates Experience February 2004 - April 2007
Job Principal Product Manager at Amazon
Industry Internet
Experience
Amazon May 2015 - Present
Amazon February 2014 - April 2015
Amazon May 2012 - February 2014
Amazon December 2010 - May 2012
Fandango April 2010 - July 2010
A Robot May 2009 - November 2009
Countrywide Financial April 2007 - October 2008
Patpatia & Associates February 2004 - April 2007
Skills
Mergers, Pricing, Competitive Analysis, Product Management, E-commerce, Financial Modeling, Analytics, Cross-functional Team..., Business Development, Business Strategy, Entrepreneurship, Start-ups, Business Analysis, Mergers & Acquisitions, Program Management
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Strategy
University of California, Berkeley 2000 — 2004
BS/ BA, Business Administration, Political Economics
Amazon May 2015 - Present
Amazon February 2014 - April 2015
Amazon May 2012 - February 2014
Amazon December 2010 - May 2012
Fandango April 2010 - July 2010
A Robot May 2009 - November 2009
Countrywide Financial April 2007 - October 2008
Patpatia & Associates February 2004 - April 2007
Skills
Mergers, Pricing, Competitive Analysis, Product Management, E-commerce, Financial Modeling, Analytics, Cross-functional Team..., Business Development, Business Strategy, Entrepreneurship, Start-ups, Business Analysis, Mergers & Acquisitions, Program Management
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Strategy
University of California, Berkeley 2000 — 2004
BS/ BA, Business Administration, Political Economics
Sunny Patpatia's Patpatia & Associates Experience 1992 - Present
Job Owner & CEO, Patpatia & Associates
Industry Financial Services
Experience
Patpatia & Associates 1992 - Present
Charles Schwab 1987 - 1992
Union Bank of California 1979 - 1987
Skills
Hedge Funds, Wealth Management, Alternative Investments, Insurance, RIA, Asset Management, Investments, Finance, Retirement, Marketing Strategy, Securities, Mutual Funds, Strategy, Equities, Asset Allocation, Fixed Income, Fixed Annuities, Management, Investment Management, Business Strategy, Asset Managment, Portfolio Management, Investment Strategies, Investment Advisory, Series 7, Financial Services, Financial Risk, Corporate Development, Program Management, Business Intelligence, Strategic Planning, Financial Modeling
Education
McGill University 1971 — 1975
BA, MBA, Management
The Doon School 1962 — 1967
High School
Patpatia & Associates 1992 - Present
Charles Schwab 1987 - 1992
Union Bank of California 1979 - 1987
Skills
Hedge Funds, Wealth Management, Alternative Investments, Insurance, RIA, Asset Management, Investments, Finance, Retirement, Marketing Strategy, Securities, Mutual Funds, Strategy, Equities, Asset Allocation, Fixed Income, Fixed Annuities, Management, Investment Management, Business Strategy, Asset Managment, Portfolio Management, Investment Strategies, Investment Advisory, Series 7, Financial Services, Financial Risk, Corporate Development, Program Management, Business Intelligence, Strategic Planning, Financial Modeling
Education
McGill University 1971 — 1975
BA, MBA, Management
The Doon School 1962 — 1967
High School
James Kim's Patpatia & Associates Experience July 2010 - October 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock August 2011 - December 2013
Patpatia & Associates July 2010 - October 2010
Skills
Bloomberg, Financial Modeling, Capital Markets, Investments, Bloomberg Terminal, Asset Management, ETFs, Data Analysis, Fixed Income, Equities, Mutual Funds, Investment Management, Financial Markets, Investment Strategies, Securities, Series 7, Equity Research, Hedging, Emerging Markets, Options, Bonds, Trading, FX Options, Series 63, Financial Analysis, Finance, Microsoft Excel
Education
University of California, Berkeley, Haas School of Business 2007 — 2011
B.S., Business Administration
BlackRock January 2014 - Present
BlackRock August 2011 - December 2013
Patpatia & Associates July 2010 - October 2010
Skills
Bloomberg, Financial Modeling, Capital Markets, Investments, Bloomberg Terminal, Asset Management, ETFs, Data Analysis, Fixed Income, Equities, Mutual Funds, Investment Management, Financial Markets, Investment Strategies, Securities, Series 7, Equity Research, Hedging, Emerging Markets, Options, Bonds, Trading, FX Options, Series 63, Financial Analysis, Finance, Microsoft Excel
Education
University of California, Berkeley, Haas School of Business 2007 — 2011
B.S., Business Administration
Rohan Bhatia's Patpatia & Associates Experience September 2011 - August 2012
Job Senior IT Consultant, ERP Solutions at Protiviti
Industry Information Technology and Services
Experience
Protiviti July 2015 - Present
Protiviti August 2014 - June 2015
Protiviti June 2013 - August 2013
Patpatia & Associates September 2011 - August 2012
Transportation Sustainability Research Center May 2011 - August 2011
Fehr & Peers March 2011 - May 2011
UC Berkeley Parking and Transportation August 2009 - May 2011
Skills
Research, Market Research, Strategy, Microsoft Excel, HTML, Management, Event Management, Analytics, Analysis, Access, Business Intelligence, Project Management, PowerPoint, Business Process, Data Analysis
Education
University of California, Berkeley 2007 — 2011
B.S., Civil and Environmental Engineering
Cal Poly San Luis Obispo 2012 — 2014
Master of Business Administration (M.B.A.), General Management
Cal Poly San Luis Obispo 2012 — 2014
Master of Science (M.S.), Engineering Management
Politecnico di Milano 2014 — 2014
International MBA Exchange Program
Dublin High School 2003 — 2007
Protiviti July 2015 - Present
Protiviti August 2014 - June 2015
Protiviti June 2013 - August 2013
Patpatia & Associates September 2011 - August 2012
Transportation Sustainability Research Center May 2011 - August 2011
Fehr & Peers March 2011 - May 2011
UC Berkeley Parking and Transportation August 2009 - May 2011
Skills
Research, Market Research, Strategy, Microsoft Excel, HTML, Management, Event Management, Analytics, Analysis, Access, Business Intelligence, Project Management, PowerPoint, Business Process, Data Analysis
Education
University of California, Berkeley 2007 — 2011
B.S., Civil and Environmental Engineering
Cal Poly San Luis Obispo 2012 — 2014
Master of Business Administration (M.B.A.), General Management
Cal Poly San Luis Obispo 2012 — 2014
Master of Science (M.S.), Engineering Management
Politecnico di Milano 2014 — 2014
International MBA Exchange Program
Dublin High School 2003 — 2007
Carrie Su's Patpatia & Associates Experience September 2009 - August 2010
Job Consultant at Calypso Technology
Industry Information Technology and Services
Experience
Calypso Technology July 2014 - Present
Calypso Technology February 2013 - August 2014
Hall Capital Partners LLC June 2011 - August 2012
Patpatia & Associates September 2009 - August 2010
PathMotion June 2009 - August 2009
Skills
Marketing, Sales, Social Media Marketing, Product Development, Business Strategy, Performance Reporting, Microsoft Excel, French, Business Development, Risk Management, Investments, Portfolio Management, Data Analysis, Market Research, Start-ups, Financial Modeling, Financial Analysis, Valuation, Analytics, Analysis, Management Consulting
Education
University of California, Berkeley 2007 — 2011
BA, Economics, French
Université Michel de Montaigne (Bordeaux 3) 2010 — 2010
Wayzata High School 2003 — 2007
Calypso Technology July 2014 - Present
Calypso Technology February 2013 - August 2014
Hall Capital Partners LLC June 2011 - August 2012
Patpatia & Associates September 2009 - August 2010
PathMotion June 2009 - August 2009
Skills
Marketing, Sales, Social Media Marketing, Product Development, Business Strategy, Performance Reporting, Microsoft Excel, French, Business Development, Risk Management, Investments, Portfolio Management, Data Analysis, Market Research, Start-ups, Financial Modeling, Financial Analysis, Valuation, Analytics, Analysis, Management Consulting
Education
University of California, Berkeley 2007 — 2011
BA, Economics, French
Université Michel de Montaigne (Bordeaux 3) 2010 — 2010
Wayzata High School 2003 — 2007
Andrew Peters's Patpatia & Associates Experience 2004 - 2004
Job Equity Research Biotechnology at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2009 - Present
Susquehanna International Group February 2008 - November 2008
Morgan Joseph & Co. 2006 - 2008
Amylin Pharmaceuticals May 2005 - June 2006
Patpatia & Associates 2004 - 2004
Skills
Valuation, Equity Research, Financial Modeling, Investment Banking, Due Diligence, Biotechnology, Competitive Analysis, DCF, Mergers & Acquisitions, Market Analysis, Deal Sourcing, Analysis, Business Valuation, Strategy, Corporate Development, Venture Capital, Business Development, Bloomberg, Equity Valuation, Equities, Capital Markets, Corporate Finance, IPO, Series 7, Securities, Options, Asset Management, Series 63, Market Research, Business Strategy, Strategic Consulting
Education
Keck Graduate Institute of Applied Life Sciences 2004 — 2006
Claremont McKenna College 2000 — 2004
BA, Economics and Molecular Biology
UBS Investment Bank March 2009 - Present
Susquehanna International Group February 2008 - November 2008
Morgan Joseph & Co. 2006 - 2008
Amylin Pharmaceuticals May 2005 - June 2006
Patpatia & Associates 2004 - 2004
Skills
Valuation, Equity Research, Financial Modeling, Investment Banking, Due Diligence, Biotechnology, Competitive Analysis, DCF, Mergers & Acquisitions, Market Analysis, Deal Sourcing, Analysis, Business Valuation, Strategy, Corporate Development, Venture Capital, Business Development, Bloomberg, Equity Valuation, Equities, Capital Markets, Corporate Finance, IPO, Series 7, Securities, Options, Asset Management, Series 63, Market Research, Business Strategy, Strategic Consulting
Education
Keck Graduate Institute of Applied Life Sciences 2004 — 2006
Claremont McKenna College 2000 — 2004
BA, Economics and Molecular Biology
Amelia Lanfrankie's Patpatia & Associates Experience 2013 - Present
Job Associate
Industry Management Consulting
Experience
Patpatia & Associates 2013 - Present
UCLA 2010 - 2013
Bikes and Hikes LA May 2012 - August 2012
UCLA Fund April 2010 - July 2010
Skills
Customer Service, Research, Microsoft Excel, Data Analysis, Retail, Microsoft Office, PowerPoint, Insurance, Report Writing, Business Development, Market Research
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics, Spanish
Patpatia & Associates 2013 - Present
UCLA 2010 - 2013
Bikes and Hikes LA May 2012 - August 2012
UCLA Fund April 2010 - July 2010
Skills
Customer Service, Research, Microsoft Excel, Data Analysis, Retail, Microsoft Office, PowerPoint, Insurance, Report Writing, Business Development, Market Research
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics, Spanish
Raina Bhatt's Patpatia & Associates Experience January 2008 - May 2008
Job J.D. Candidate at Michigan Law
Industry Law Practice
Experience
Ada's Cafe September 2012 - April 2014
Cater2.me June 2012 - August 2012
Barclays Capital July 2010 - June 2012
Jefferies & Company June 2009 - August 2009
De La Rosa & Co. May 2008 - May 2009
Patpatia & Associates January 2008 - May 2008
Game Ready March 2007 - September 2007
Skills
Start-ups, Competitive Analysis, Forecasting, Business Strategy, Analysis, Finance, Financial Modeling, Marketing, Financial Analysis, Investment Banking, Valuation, Market Research, Data Analysis, Corporate Finance, Economics, Microsoft Excel, Due Diligence, Business Planning
Education
University of Michigan Law School 2014 — 2017
Doctor of Law (J.D.), Law
University of California, Berkeley 2006 — 2010
B.A., Economics, Legal Studies
Ada's Cafe September 2012 - April 2014
Cater2.me June 2012 - August 2012
Barclays Capital July 2010 - June 2012
Jefferies & Company June 2009 - August 2009
De La Rosa & Co. May 2008 - May 2009
Patpatia & Associates January 2008 - May 2008
Game Ready March 2007 - September 2007
Skills
Start-ups, Competitive Analysis, Forecasting, Business Strategy, Analysis, Finance, Financial Modeling, Marketing, Financial Analysis, Investment Banking, Valuation, Market Research, Data Analysis, Corporate Finance, Economics, Microsoft Excel, Due Diligence, Business Planning
Education
University of Michigan Law School 2014 — 2017
Doctor of Law (J.D.), Law
University of California, Berkeley 2006 — 2010
B.A., Economics, Legal Studies
Crystal An's Patpatia & Associates Experience October 2012 - December 2012
Job Analyst at LitiNomics
Industry Management Consulting
Experience
LitiNomics August 2014 - Present
LitiNomics June 2013 - August 2013
Patpatia & Associates October 2012 - December 2012
Innovative Design Studio 2010 - 2011
Skills
Adobe Creative Suite, Graphic Design, Branding & Identity, CSS, User Experience, Microsoft Excel, Microsoft Office, Data Analysis, Financial Modeling, Market Research, Photoshop, Microsoft Word, Research, Social Media, PowerPoint
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
LitiNomics August 2014 - Present
LitiNomics June 2013 - August 2013
Patpatia & Associates October 2012 - December 2012
Innovative Design Studio 2010 - 2011
Skills
Adobe Creative Suite, Graphic Design, Branding & Identity, CSS, User Experience, Microsoft Excel, Microsoft Office, Data Analysis, Financial Modeling, Market Research, Photoshop, Microsoft Word, Research, Social Media, PowerPoint
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Michael Zhou's Patpatia & Associates Experience May 2012 - August 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Hulu June 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - April 2013
FMV Opinions, Inc. September 2012 - December 2012
Patpatia & Associates May 2012 - August 2012
Skills
Business Valuation
Education
University of California, Berkeley
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Hulu June 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - April 2013
FMV Opinions, Inc. September 2012 - December 2012
Patpatia & Associates May 2012 - August 2012
Skills
Business Valuation
Education
University of California, Berkeley