Progress Partners
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Progress Partners Employees
Employee
Years
Job
Industry
Santiago Reina Santiago Reina's Progress Partners Experience June 2012 - August 2012
Job Partner at Refurbitech
Industry Renewables & Environment
Experience
KeyCorp May 2014 - August 2014
University of Wisconsin-Madison July 2013 - December 2013
Case Western Reserve University June 2013 - December 2013
Progress Partners June 2012 - August 2012
Cambridge Public Schools December 2011 - March 2012
Cellectis July 2011 - August 2011
Harvard University July 2011 - August 2011
All Star Carpet Cleaning June 2009 - September 2009
Education
Case Western Reserve University 2012 — 2017
Bachelor's Degree, Economics & Entrepreneurship
Harvard University 2011 — 2012
Cambridge Rindge and Latin School 2010 — 2012
KeyCorp May 2014 - August 2014
University of Wisconsin-Madison July 2013 - December 2013
Case Western Reserve University June 2013 - December 2013
Progress Partners June 2012 - August 2012
Cambridge Public Schools December 2011 - March 2012
Cellectis July 2011 - August 2011
Harvard University July 2011 - August 2011
All Star Carpet Cleaning June 2009 - September 2009
Education
Case Western Reserve University 2012 — 2017
Bachelor's Degree, Economics & Entrepreneurship
Harvard University 2011 — 2012
Cambridge Rindge and Latin School 2010 — 2012
Davis Rosborough Davis Rosborough's Progress Partners Experience June 2010 - Present
Job Associate at Progress Partners
Industry Investment Banking
Experience
IndustryMaps February 2013 - Present
Progress Partners June 2010 - Present
West Point, United States Military Academy June 2010 - October 2010
Vector Marketing September 2009 - June 2010
STAR (Students Teaching African Refugees) January 2009 - May 2009
Shepley Bulfinch Richardson & Abbott (SBRA) December 2007 - January 2008
Kings Academy June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Business Strategy, Market Research, Due Diligence, Business Development, Management, Strategic Planning, Entrepreneurship, Strategy, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investment Banking, Valuation, Investments, Start-ups, Product Development, Corporate Development, Private Equity, Corporate Finance, Emerging Markets, Strategic Partnerships, Portfolio Management, Economics, Mobile Devices, Equity Research, Analytics, Alternative Investments
Education
Bucknell University 2006 — 2010
B.A., International Relations (Middle Eastern Concentration), with minors in Economics, Arabic
Harvard University 2009 — 2009
Coursework in Economics
The American University in Cairo 2009 — 2009
Coursework in Arabic, Economics, Political Science
Deerfield Academy 2002 — 2006
Fenn School
IndustryMaps February 2013 - Present
Progress Partners June 2010 - Present
West Point, United States Military Academy June 2010 - October 2010
Vector Marketing September 2009 - June 2010
STAR (Students Teaching African Refugees) January 2009 - May 2009
Shepley Bulfinch Richardson & Abbott (SBRA) December 2007 - January 2008
Kings Academy June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Business Strategy, Market Research, Due Diligence, Business Development, Management, Strategic Planning, Entrepreneurship, Strategy, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investment Banking, Valuation, Investments, Start-ups, Product Development, Corporate Development, Private Equity, Corporate Finance, Emerging Markets, Strategic Partnerships, Portfolio Management, Economics, Mobile Devices, Equity Research, Analytics, Alternative Investments
Education
Bucknell University 2006 — 2010
B.A., International Relations (Middle Eastern Concentration), with minors in Economics, Arabic
Harvard University 2009 — 2009
Coursework in Economics
The American University in Cairo 2009 — 2009
Coursework in Arabic, Economics, Political Science
Deerfield Academy 2002 — 2006
Fenn School
Claire Lydiard Claire Lydiard's Progress Partners Experience January 2015 - Present
Job M.S. in Finance Candidate, Boston College Carroll School of Management
Industry Investment Banking
Experience
Progress Partners January 2015 - Present
Boston College, Carroll School of Management September 2014 - December 2014
USC Marshall School of Business April 2014 - August 2014
Red Triangle, L.L.C. May 2013 - August 2013
Center for Innovation and Entrepreneurship, Medical University of South Carolina May 2013 - August 2013
Jumpstart January 2013 - May 2013
Skills
Nonprofits, Leadership, Fundraising, Microsoft Excel, Microsoft Office, Research, Social Media
Education
Boston College 2014 — 2015
Master's Degree, Finance, General
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.), Business Administration and Management, General, Cum Laude
Bishop England High School
Progress Partners January 2015 - Present
Boston College, Carroll School of Management September 2014 - December 2014
USC Marshall School of Business April 2014 - August 2014
Red Triangle, L.L.C. May 2013 - August 2013
Center for Innovation and Entrepreneurship, Medical University of South Carolina May 2013 - August 2013
Jumpstart January 2013 - May 2013
Skills
Nonprofits, Leadership, Fundraising, Microsoft Excel, Microsoft Office, Research, Social Media
Education
Boston College 2014 — 2015
Master's Degree, Finance, General
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.), Business Administration and Management, General, Cum Laude
Bishop England High School
Giles Van Praagh's Progress Partners Experience September 2009 - April 2013
Job MD at Lionseye Group Digital Executive Search
Industry Staffing and Recruiting
Experience
Lionseye Group, a division of AC Lion September 2013 - Present
AC Lion April 2013 - Present
Progress Partners September 2009 - April 2013
Atlantic Investment Management April 2003 - February 2009
Delafield Asset Management July 1994 - April 2003
OppenheimerFunds 1993 - 1994
Skills
Private & Public..., M&A, Venture Capital fund..., Adtech, eCommerce, SaaS, Connector, B2B, B2C, Cash Flow, Venture Capital, Corporate Development, Business Development, Start-ups, Equity Research, Private Placements, Go-to-market Strategy, Mergers, Strategy, Analysis, E-commerce, Public Companies, Alternative Investments, Mergers & Acquisitions, Entrepreneurship, Executive search, Equities, Emerging Markets, Hedge Funds, Digital Media, Finance, Valuation, Financial Services, Due Diligence, Private Equity, Financial Modeling, Strategic Partnerships, Management, Mobile Devices, Competitive Analysis, Investor Relations, Executive Management, Asset Management, M&A experience, Connectors, Business Strategy, Cleantech, Capital, Executive Search
Education
Rollins College 1988 — 1992
BA, Environmental Studies
The Anglo American International High School 1986 — 1988
Lionseye Group, a division of AC Lion September 2013 - Present
AC Lion April 2013 - Present
Progress Partners September 2009 - April 2013
Atlantic Investment Management April 2003 - February 2009
Delafield Asset Management July 1994 - April 2003
OppenheimerFunds 1993 - 1994
Skills
Private & Public..., M&A, Venture Capital fund..., Adtech, eCommerce, SaaS, Connector, B2B, B2C, Cash Flow, Venture Capital, Corporate Development, Business Development, Start-ups, Equity Research, Private Placements, Go-to-market Strategy, Mergers, Strategy, Analysis, E-commerce, Public Companies, Alternative Investments, Mergers & Acquisitions, Entrepreneurship, Executive search, Equities, Emerging Markets, Hedge Funds, Digital Media, Finance, Valuation, Financial Services, Due Diligence, Private Equity, Financial Modeling, Strategic Partnerships, Management, Mobile Devices, Competitive Analysis, Investor Relations, Executive Management, Asset Management, M&A experience, Connectors, Business Strategy, Cleantech, Capital, Executive Search
Education
Rollins College 1988 — 1992
BA, Environmental Studies
The Anglo American International High School 1986 — 1988
Michael Lamothe's Progress Partners Experience June 2011 - August 2011
Job Investment Analyst at ShawSpring Partners LLC
Industry Investment Management
Experience
ShawSpring Partners LLC May 2014 - Present
WindSail Capital Group LLC January 2013 - April 2014
Apollo Global Management LLC November 2012 - December 2012
Needham & Company December 2011 - March 2012
Progress Partners June 2011 - August 2011
Skills
Capital IQ, Renewable Energy, Bloomberg Terminal, Bloomberg, Growth Capital, Microsoft Office, Cleantech, Financial Analysis, Private Equity, Microsoft Excel, Corporate Finance, Hedge Funds, Equities, Investments, Due Diligence, Acquisitions, Investment Banking, Valuation, Financial Modeling
Education
Clark University 2008 — 2012
BA, Economics, Cum Laude
ShawSpring Partners LLC May 2014 - Present
WindSail Capital Group LLC January 2013 - April 2014
Apollo Global Management LLC November 2012 - December 2012
Needham & Company December 2011 - March 2012
Progress Partners June 2011 - August 2011
Skills
Capital IQ, Renewable Energy, Bloomberg Terminal, Bloomberg, Growth Capital, Microsoft Office, Cleantech, Financial Analysis, Private Equity, Microsoft Excel, Corporate Finance, Hedge Funds, Equities, Investments, Due Diligence, Acquisitions, Investment Banking, Valuation, Financial Modeling
Education
Clark University 2008 — 2012
BA, Economics, Cum Laude
Chris Whalen's Progress Partners Experience 2006 - 2008
Job Experienced entrepreneur
Industry Venture Capital & Private Equity
Experience
New Technology Ventures May 2014 - Present
Spouting Rock Capital 2010 - June 2014
Van Loan Graduate School of Business - Endicott College January 2010 - May 2010
Whalen Ainsworth Capital Management July 2008 - 2010
Progress Partners 2006 - 2008
BCW Capital Partners October 2003 - October 2006
NEC 2004 - 2005
CatalystOne Corporation June 2000 - December 2002
Multiply 1998 - 2000
TopicalNet, Inc. 1998 - 1999
Skills
Series 63, Series 7, Venture Capital, Due Diligence, Business Strategy, Entrepreneurship, Corporate Development, Marketing Strategy, Strategic Planning, Market Research, Competitive Analysis, Fundraising, Start-ups, Business Planning, Entrepreneur, P&L Management, Market Analysis, Strategy Development, Product Strategy, Negotiation, New Business Development, Contract Negotiations, Enterprise Software, Business Modeling, Licensing, Equities, Customer Relations, Team Building, Social Networking, Strategy, Product Management, International Business, Mergers & Acquisitions, Investments, Business Development, Leadership, Finance, Management, Private Equity
Education
Babson College-FW Olin School of Business 2003 — 2005
MBA, Entrepreneurship
Assumption College 1987 — 1991
BA, Liberal Arts
St. John's Prep 1983 — 1987
St. John's Preparatory School 1983 — 1987
New Technology Ventures May 2014 - Present
Spouting Rock Capital 2010 - June 2014
Van Loan Graduate School of Business - Endicott College January 2010 - May 2010
Whalen Ainsworth Capital Management July 2008 - 2010
Progress Partners 2006 - 2008
BCW Capital Partners October 2003 - October 2006
NEC 2004 - 2005
CatalystOne Corporation June 2000 - December 2002
Multiply 1998 - 2000
TopicalNet, Inc. 1998 - 1999
Skills
Series 63, Series 7, Venture Capital, Due Diligence, Business Strategy, Entrepreneurship, Corporate Development, Marketing Strategy, Strategic Planning, Market Research, Competitive Analysis, Fundraising, Start-ups, Business Planning, Entrepreneur, P&L Management, Market Analysis, Strategy Development, Product Strategy, Negotiation, New Business Development, Contract Negotiations, Enterprise Software, Business Modeling, Licensing, Equities, Customer Relations, Team Building, Social Networking, Strategy, Product Management, International Business, Mergers & Acquisitions, Investments, Business Development, Leadership, Finance, Management, Private Equity
Education
Babson College-FW Olin School of Business 2003 — 2005
MBA, Entrepreneurship
Assumption College 1987 — 1991
BA, Liberal Arts
St. John's Prep 1983 — 1987
St. John's Preparatory School 1983 — 1987
Sung Lee Sung Lee's Progress Partners Experience 2008 - 2015
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2015 - Present
Progress Ventures 2008 - 2015
Progress Partners 2008 - 2015
Hyundai Card∙Life∙Capital∙Commercial 2001 - 2005
Skills
Investment Banking, Corporate Development, Go-to-market Strategy, Due Diligence, Mergers, Finance, Financial Modeling, SaaS, Strategy, Entrepreneurship, Analytics, Mergers & Acquisitions, Analysis, Business Development, Venture Capital, Digital Media, E-commerce, Valuation, Start-ups, Equity Research, Business Strategy, Private Placements, Competitive Analysis, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (MBA)
Hanyang University 1995 — 2001
Bachelor of Arts (BA)
SunTrust Robinson Humphrey May 2015 - Present
Progress Ventures 2008 - 2015
Progress Partners 2008 - 2015
Hyundai Card∙Life∙Capital∙Commercial 2001 - 2005
Skills
Investment Banking, Corporate Development, Go-to-market Strategy, Due Diligence, Mergers, Finance, Financial Modeling, SaaS, Strategy, Entrepreneurship, Analytics, Mergers & Acquisitions, Analysis, Business Development, Venture Capital, Digital Media, E-commerce, Valuation, Start-ups, Equity Research, Business Strategy, Private Placements, Competitive Analysis, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (MBA)
Hanyang University 1995 — 2001
Bachelor of Arts (BA)
William Dan Flaherty's Progress Partners Experience September 2014 - December 2014
Job Finance Summer Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2015 - Present
Progress Partners September 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Chemtura Corporation May 2013 - August 2013
Skills
Economics, Mathematics, Physics, Stata, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Data Analysis, Mergers & Acquisitions
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics, Junior
Trumbull High School 2009 — 2012
Barclays Investment Bank May 2015 - Present
Progress Partners September 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Chemtura Corporation May 2013 - August 2013
Skills
Economics, Mathematics, Physics, Stata, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Data Analysis, Mergers & Acquisitions
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics, Junior
Trumbull High School 2009 — 2012
John Shumway John Shumway's Progress Partners Experience September 2010 - April 2013
Job Corporate and Business Development | M&A Advisor to Startups
Industry Internet
Experience
RevPath Partners September 2010 - Present
Progress Partners September 2010 - April 2013
Draper University June 2012 - June 2012
Panraven, Inc. April 2005 - September 2010
Independent Consultant January 2003 - April 2005
Akamai Technologies April 2000 - December 2002
Rascom, Inc. acquired by Excel Switching/Lucent April 1998 - October 1999
UB Networks acquired by Newbridge Networks December 1994 - April 1998
Ascom Timeplex 1988 - 1994
Skills
SaaS, Strategy, Strategic Partnerships, Product Management, Start-ups, Business Development, Entrepreneurship, Mergers & Acquisitions, New Business Development, Business Planning, Product Marketing, Digital Media, Management, Go-to-market Strategy, Enterprise Software, Cloud Computing, Investment Banking, Venture Capital, Marketing, Corporate Development
Education
Cornell University
BA with Honors
Choate Rosemary Hall
RevPath Partners September 2010 - Present
Progress Partners September 2010 - April 2013
Draper University June 2012 - June 2012
Panraven, Inc. April 2005 - September 2010
Independent Consultant January 2003 - April 2005
Akamai Technologies April 2000 - December 2002
Rascom, Inc. acquired by Excel Switching/Lucent April 1998 - October 1999
UB Networks acquired by Newbridge Networks December 1994 - April 1998
Ascom Timeplex 1988 - 1994
Skills
SaaS, Strategy, Strategic Partnerships, Product Management, Start-ups, Business Development, Entrepreneurship, Mergers & Acquisitions, New Business Development, Business Planning, Product Marketing, Digital Media, Management, Go-to-market Strategy, Enterprise Software, Cloud Computing, Investment Banking, Venture Capital, Marketing, Corporate Development
Education
Cornell University
BA with Honors
Choate Rosemary Hall
Bonnie Henry Bonnie Henry's Progress Partners Experience 2005 - July 2006
Job Founder & CEO at GF Solutions, LLC
Industry Health, Wellness and Fitness
Experience
GF Solutions, LLC February 2014 - Present
Cognate Nutritionals January 2012 - Present
GameMetrix Solutions August 2011 - Present
DKH Business Advisors September 2004 - Present
Victoria Gourmet, Inc. 2002 - Present
Flavrz Beverage Corp. September 2010 - December 2013
sweetriot August 2008 - May 2011
Golden Seeds 2007 - 2011
Progress Partners 2005 - July 2006
Hellas International, Inc. May 1995 - May 2004
Skills
Product Development, Positioning, Venture Capital, Angel Investing, Corporate Development, Mergers, Marketing Strategy, Strategy, Contract Negotiation, Entrepreneurship, Leadership, Mergers & Acquisitions, Business Development, Investments, New Business Development, Competitive Analysis, Start-ups, Brand Development, Business Planning, Management, Management Consulting, Integrated Marketing, P&L Management, Executive Management
Education
The Wharton School, University of Pennsylvania 1977 — 1979
MBA, Management & Labor Relations
State University of New York College at Plattsburgh 1973 — 1977
BS/BA, Business & Communications
Rhinebeck Central
GF Solutions, LLC February 2014 - Present
Cognate Nutritionals January 2012 - Present
GameMetrix Solutions August 2011 - Present
DKH Business Advisors September 2004 - Present
Victoria Gourmet, Inc. 2002 - Present
Flavrz Beverage Corp. September 2010 - December 2013
sweetriot August 2008 - May 2011
Golden Seeds 2007 - 2011
Progress Partners 2005 - July 2006
Hellas International, Inc. May 1995 - May 2004
Skills
Product Development, Positioning, Venture Capital, Angel Investing, Corporate Development, Mergers, Marketing Strategy, Strategy, Contract Negotiation, Entrepreneurship, Leadership, Mergers & Acquisitions, Business Development, Investments, New Business Development, Competitive Analysis, Start-ups, Brand Development, Business Planning, Management, Management Consulting, Integrated Marketing, P&L Management, Executive Management
Education
The Wharton School, University of Pennsylvania 1977 — 1979
MBA, Management & Labor Relations
State University of New York College at Plattsburgh 1973 — 1977
BS/BA, Business & Communications
Rhinebeck Central
Rajiv Desikan Rajiv Desikan's Progress Partners Experience June 2013 - August 2013
Job Analyst at Eze Software Group
Industry
Experience
C.W. Downer & Co. June 2014 - August 2014
Progress Partners June 2013 - August 2013
ING Vysya Bank July 2012 - August 2012
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics, Economics
Queen Mary, U. of London 2012 — 2012
Manhasset High School 2007 — 2011
C.W. Downer & Co. June 2014 - August 2014
Progress Partners June 2013 - August 2013
ING Vysya Bank July 2012 - August 2012
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics, Economics
Queen Mary, U. of London 2012 — 2012
Manhasset High School 2007 — 2011
Sam Thompson Sam Thompson's Progress Partners Experience November 2010 - Present
Job Founder, Organizer, Banker, & Investor
Industry Venture Capital & Private Equity
Experience
The Science Project April 2015 - Present
Progress Ventures December 2010 - Present
Progress Partners November 2010 - Present
IndustryMaps February 2013 - Present
M&A Securities Group August 2013 - Present
Kendall Bicycling Association April 2013 - Present
Foreside Financial Group, LLC May 2008 - August 2013
Progress Partners January 2010 - October 2010
Progress Partners May 2007 - March 2010
Massachusetts Bicycle Coalition (MassBike) January 2007 - January 2010
Skills
Corporate Development, E-commerce, Web Video, Managerial Finance, Start-ups, Venture Development, Strategic Partnerships, Entrepreneurship, Venture Capital, Digital Media, Business Development, Online Advertising, Marketing Strategy, Product Management, Social Media, Digital Strategy, Competitive Analysis, Business Strategy, Digital Marketing, New Business Development, Mergers & Acquisitions, Leadership, Market Research, Marketing, Advertising, SaaS, Strategy, Management, Social Networking, Financial Modeling, Analytics, Project Management, Angel Investing, Investment Banking, Sales, Analysis, Consulting, P&L Management, Executive Management, Private Equity, Due Diligence, Investments, Business Planning, Strategic Planning, Online Marketing, Start-up Ventures
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Lewis & Clark College 1992 — 1997
BA
Loyola University of Chicago Rome Center 1996 — 1996
The Science Project April 2015 - Present
Progress Ventures December 2010 - Present
Progress Partners November 2010 - Present
IndustryMaps February 2013 - Present
M&A Securities Group August 2013 - Present
Kendall Bicycling Association April 2013 - Present
Foreside Financial Group, LLC May 2008 - August 2013
Progress Partners January 2010 - October 2010
Progress Partners May 2007 - March 2010
Massachusetts Bicycle Coalition (MassBike) January 2007 - January 2010
Skills
Corporate Development, E-commerce, Web Video, Managerial Finance, Start-ups, Venture Development, Strategic Partnerships, Entrepreneurship, Venture Capital, Digital Media, Business Development, Online Advertising, Marketing Strategy, Product Management, Social Media, Digital Strategy, Competitive Analysis, Business Strategy, Digital Marketing, New Business Development, Mergers & Acquisitions, Leadership, Market Research, Marketing, Advertising, SaaS, Strategy, Management, Social Networking, Financial Modeling, Analytics, Project Management, Angel Investing, Investment Banking, Sales, Analysis, Consulting, P&L Management, Executive Management, Private Equity, Due Diligence, Investments, Business Planning, Strategic Planning, Online Marketing, Start-up Ventures
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Lewis & Clark College 1992 — 1997
BA
Loyola University of Chicago Rome Center 1996 — 1996
Ashley Wong Ashley Wong's Progress Partners Experience June 2013 - August 2013
Job Associate Economist at Federal Reserve Bank of Chicago
Industry Research
Experience
Federal Reserve Bank of Chicago June 2014 - Present
Dartmouth College December 2012 - June 2014
Massachusetts Institute of Technology (MIT) July 2013 - December 2013
Progress Partners June 2013 - August 2013
Mitosis Inc March 2013 - August 2013
America's Growth Capital December 2012 - March 2013
James O. Freedman Presidential Scholar June 2012 - December 2012
Edward Jones August 2010 - December 2011
New Haven Consulting Group, Inc. June 2011 - August 2011
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Stata, Public Speaking, Data Analysis, Economics, Financial Modeling, Statistics, Marketing, Entrepreneurship, Nonprofits, Market Research, Strategy, Financial Analysis, Leadership
Education
Dartmouth College 2010 — 2014
Bachelor's Degree, Economics
Federal Reserve Bank of Chicago June 2014 - Present
Dartmouth College December 2012 - June 2014
Massachusetts Institute of Technology (MIT) July 2013 - December 2013
Progress Partners June 2013 - August 2013
Mitosis Inc March 2013 - August 2013
America's Growth Capital December 2012 - March 2013
James O. Freedman Presidential Scholar June 2012 - December 2012
Edward Jones August 2010 - December 2011
New Haven Consulting Group, Inc. June 2011 - August 2011
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Stata, Public Speaking, Data Analysis, Economics, Financial Modeling, Statistics, Marketing, Entrepreneurship, Nonprofits, Market Research, Strategy, Financial Analysis, Leadership
Education
Dartmouth College 2010 — 2014
Bachelor's Degree, Economics
Daniel Stern's Progress Partners Experience August 2008 - September 2008
Job Project Manager and Researcher at Northwestern University
Industry Internet
Experience
UC San Diego August 2015 - Present
Northwestern University March 2012 - September 2015
Iconix Brand Group June 2011 - August 2011
Gusrae Kaplan Bruno & Nusbaum PLLC June 2010 - August 2010
Razorfish September 2008 - July 2009
Progress Partners August 2008 - September 2008
Advanta January 2008 - May 2008
My Virtual Model June 2007 - January 2008
Skills
Social Media, Social Media Marketing, Online Advertising, Analytics, Marketing Strategy, Facebook, SEO, Email Marketing, Advertising, Social Networking, Microsoft Office, Digital Marketing, User Experience, Strategy, Business Development, Digital Media, Product Development, Digital Strategy, SPSS, Research, Market Research, Project Management, Marketing, Management
Education
Northwestern University 2009 — 2012
Doctor of Law (J.D.), Law
Brandeis University 2003 — 2007
BA, Politics, Economics, Business
Rye Country Day School 1995 — 1999
Rye Neck Senior High School
UC San Diego August 2015 - Present
Northwestern University March 2012 - September 2015
Iconix Brand Group June 2011 - August 2011
Gusrae Kaplan Bruno & Nusbaum PLLC June 2010 - August 2010
Razorfish September 2008 - July 2009
Progress Partners August 2008 - September 2008
Advanta January 2008 - May 2008
My Virtual Model June 2007 - January 2008
Skills
Social Media, Social Media Marketing, Online Advertising, Analytics, Marketing Strategy, Facebook, SEO, Email Marketing, Advertising, Social Networking, Microsoft Office, Digital Marketing, User Experience, Strategy, Business Development, Digital Media, Product Development, Digital Strategy, SPSS, Research, Market Research, Project Management, Marketing, Management
Education
Northwestern University 2009 — 2012
Doctor of Law (J.D.), Law
Brandeis University 2003 — 2007
BA, Politics, Economics, Business
Rye Country Day School 1995 — 1999
Rye Neck Senior High School
Carter Williams's Progress Partners Experience September 2010 - January 2014
Job
Industry Venture Capital & Private Equity
Experience
iSelect Fund November 2013 - Present
Open Innovation Ventures October 2004 - Present
Progress Partners September 2010 - January 2014
EnerPath April 2009 - November 2010
Clayton Capital Partners September 2006 - October 2010
Procelerate February 2005 - November 2008
Gridlogix January 2007 - October 2008
Appistry April 2003 - April 2005
Boeing August 2000 - October 2004
MIT January 2003 - September 2004
Skills
Angel Investing, Systems Engineering, Yachting, Cleantech, Demand Response, Smart Metering, Smart Grid, Open Innovation, Corporate Venturing, Defense, Building Commissioning, Entrepreneurship, Clean Energy, Green Technology, Energy Management, Energy Policy, Aerospace, C4ISR, Corporate Development, Venture Capital, Energy Efficiency, Start-ups, Investment Banking, Cyber Defense, Network Security, Unmanned Vehicles, Aircraft, Mergers & Acquisitions, Strategy, Renewable Energy, Due Diligence, Solar Energy, Product Development, Energy, Strategic Partnerships, Alternative Energy, Creative Destruction, Technology Start-up, Technology Management, Internet of Things, Arduino, Technology Incubation, Incubators, Wind, Energy Conservation, IT Strategy, Private Equity, Big Data, CRM, Integration
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA
Rensselaer Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering
Hotchkiss 1981 — 1985
High School
iSelect Fund November 2013 - Present
Open Innovation Ventures October 2004 - Present
Progress Partners September 2010 - January 2014
EnerPath April 2009 - November 2010
Clayton Capital Partners September 2006 - October 2010
Procelerate February 2005 - November 2008
Gridlogix January 2007 - October 2008
Appistry April 2003 - April 2005
Boeing August 2000 - October 2004
MIT January 2003 - September 2004
Skills
Angel Investing, Systems Engineering, Yachting, Cleantech, Demand Response, Smart Metering, Smart Grid, Open Innovation, Corporate Venturing, Defense, Building Commissioning, Entrepreneurship, Clean Energy, Green Technology, Energy Management, Energy Policy, Aerospace, C4ISR, Corporate Development, Venture Capital, Energy Efficiency, Start-ups, Investment Banking, Cyber Defense, Network Security, Unmanned Vehicles, Aircraft, Mergers & Acquisitions, Strategy, Renewable Energy, Due Diligence, Solar Energy, Product Development, Energy, Strategic Partnerships, Alternative Energy, Creative Destruction, Technology Start-up, Technology Management, Internet of Things, Arduino, Technology Incubation, Incubators, Wind, Energy Conservation, IT Strategy, Private Equity, Big Data, CRM, Integration
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA
Rensselaer Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering
Hotchkiss 1981 — 1985
High School
Mark McCall's Progress Partners Experience October 2009 - December 2014
Job EVP Business Development at Cadenza Innovation, LLC
Industry Renewables & Environment
Experience
Cadenza Innovation, LLC (formerly CLOTEAM LLC) July 2015 - Present
HPA Sonics December 2014 - June 2015
Progress Partners October 2009 - December 2014
Greenleaf Biofuels August 2008 - May 2014
Rock Crest Capital 2004 - 2008
eMedical Files 2003 - 2004
Rothschild Technology Partners 1997 - 2002
Skills
Energy, Investment Banking, Venture Capital
Education
Babson College 1982 — 1985
BS, Finance
Cadenza Innovation, LLC (formerly CLOTEAM LLC) July 2015 - Present
HPA Sonics December 2014 - June 2015
Progress Partners October 2009 - December 2014
Greenleaf Biofuels August 2008 - May 2014
Rock Crest Capital 2004 - 2008
eMedical Files 2003 - 2004
Rothschild Technology Partners 1997 - 2002
Skills
Energy, Investment Banking, Venture Capital
Education
Babson College 1982 — 1985
BS, Finance
Dileep Saksena's Progress Partners Experience June 2006 - August 2006
Job Principal at 40|73 Capital
Industry Investment Management
Experience
4073 Capital January 2014 - Present
Various Ventures February 2011 - December 2013
Babson Capital Management January 2008 - February 2011
Bain Capital Ventures January 2007 - May 2007
Progress Partners June 2006 - August 2006
Banco Popular North America (BPNA) - n/k/a Popular Community Bank 2002 - 2005
Banco Popular North America 2000 - 2002
Banco Popular North America 1998 - 2000
Skills
Financial Modeling, Portfolio Management, Private Equity, Investments, Due Diligence, Valuation, Equities, Credit Analysis, Asset Management, Investment Banking, Underwriting, Cash Flow Lending, Investment Advisory..., Credit Portfolio..., Commercial Judgment
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Finance & Entrepreneurship
University of Illinois at Urbana-Champaign
Bachelor of Arts, Economics
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance
Bloomington (Illinois)
4073 Capital January 2014 - Present
Various Ventures February 2011 - December 2013
Babson Capital Management January 2008 - February 2011
Bain Capital Ventures January 2007 - May 2007
Progress Partners June 2006 - August 2006
Banco Popular North America (BPNA) - n/k/a Popular Community Bank 2002 - 2005
Banco Popular North America 2000 - 2002
Banco Popular North America 1998 - 2000
Skills
Financial Modeling, Portfolio Management, Private Equity, Investments, Due Diligence, Valuation, Equities, Credit Analysis, Asset Management, Investment Banking, Underwriting, Cash Flow Lending, Investment Advisory..., Credit Portfolio..., Commercial Judgment
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Finance & Entrepreneurship
University of Illinois at Urbana-Champaign
Bachelor of Arts, Economics
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance
Bloomington (Illinois)
Josh Glantz's Progress Partners Experience 2014 - 2014
Job SVP at Mobiquity Networks, the largest beacon based proximity marketing network
Industry Marketing and Advertising
Experience
Mobiquity Networks 2014 - Present
MdotLabs (acquired by Comscore, August 2014) May 2014 - August 2014
Progress Partners 2014 - 2014
Publishers Clearing House 2009 - 2014
ideeli April 2009 - December 2009
ePrize November 2002 - April 2009
BRM Capital Management July 2000 - August 2001
Rare Medium March 1998 - July 2000
USWeb 1995 - 1998
Skills
Marketing, Sales, Management, Online Advertising, Advertising, Lead Generation, Social Media Marketing, Strategy, Entrepreneurship, Business Strategy, Start-ups, Digital Marketing, Integrated Marketing, CRM, Marketing Strategy, Mobile Marketing, Digital Strategy, Social Media, Brand Development, Account Management, E-commerce, Online Marketing, Leadership, Business Development, New Media, Digital Media, Direct Marketing, Customer Acquisition, Strategic Partnerships, Email Marketing, User Experience, Facebook, Product Development
Education
Princeton University
AB, History
Brooklyn Law School
JD, Law
Ardsley High School
Mobiquity Networks 2014 - Present
MdotLabs (acquired by Comscore, August 2014) May 2014 - August 2014
Progress Partners 2014 - 2014
Publishers Clearing House 2009 - 2014
ideeli April 2009 - December 2009
ePrize November 2002 - April 2009
BRM Capital Management July 2000 - August 2001
Rare Medium March 1998 - July 2000
USWeb 1995 - 1998
Skills
Marketing, Sales, Management, Online Advertising, Advertising, Lead Generation, Social Media Marketing, Strategy, Entrepreneurship, Business Strategy, Start-ups, Digital Marketing, Integrated Marketing, CRM, Marketing Strategy, Mobile Marketing, Digital Strategy, Social Media, Brand Development, Account Management, E-commerce, Online Marketing, Leadership, Business Development, New Media, Digital Media, Direct Marketing, Customer Acquisition, Strategic Partnerships, Email Marketing, User Experience, Facebook, Product Development
Education
Princeton University
AB, History
Brooklyn Law School
JD, Law
Ardsley High School
Tom Bunn Tom Bunn's Progress Partners Experience 2012 - 2014
Job Venture Associate at iSelect Fund
Industry Venture Capital & Private Equity
Experience
iSelect Fund May 2015 - Present
The Island School January 2014 - June 2015
Progress Partners 2012 - 2014
Core Capital Group April 2011 - October 2011
Skills
Mergers & Acquisitions, Financial Analysis, Finance, Start-ups, Strategy, Leadership
Education
Colorado College 2008 — 2012
BA, Economics
Middlebury Institute of International Studies at Monterey
Middlebury Institute of International Studies at Monterey
Sacred Heart Griffin
Sacred Heart Griffin
The Island School
The Lawrenceville School
iSelect Fund May 2015 - Present
The Island School January 2014 - June 2015
Progress Partners 2012 - 2014
Core Capital Group April 2011 - October 2011
Skills
Mergers & Acquisitions, Financial Analysis, Finance, Start-ups, Strategy, Leadership
Education
Colorado College 2008 — 2012
BA, Economics
Middlebury Institute of International Studies at Monterey
Middlebury Institute of International Studies at Monterey
Sacred Heart Griffin
Sacred Heart Griffin
The Island School
The Lawrenceville School
Ellie Yichen Li Ellie Yichen Li's Progress Partners Experience September 2014 - December 2014
Job Investment Banking Summer Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Dat Venture June 2015 - September 2015
Barclays Investment Bank June 2015 - August 2015
Progress Partners September 2014 - December 2014
Hypatia Capital Group May 2014 - August 2014
Asian Manufacturing Association 亚洲制造业协会 October 2013 - April 2014
Harwood Levitt Consulting May 2013 - July 2013
O'Neill and Associates January 2013 - May 2013
Skills
Social Entrepreneurship, Research, Microsoft Office, Leadership, 3D Printing, Financial Modeling, Public Speaking, Social Media, Investments, Financial Analysis
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.)
Vesalius College 2013 — 2013
Summer Program
Northfield Mount Hermon School 2009 — 2012
High School
Shanghai Foreign Language School 2004 — 2009
Dat Venture June 2015 - September 2015
Barclays Investment Bank June 2015 - August 2015
Progress Partners September 2014 - December 2014
Hypatia Capital Group May 2014 - August 2014
Asian Manufacturing Association 亚洲制造业协会 October 2013 - April 2014
Harwood Levitt Consulting May 2013 - July 2013
O'Neill and Associates January 2013 - May 2013
Skills
Social Entrepreneurship, Research, Microsoft Office, Leadership, 3D Printing, Financial Modeling, Public Speaking, Social Media, Investments, Financial Analysis
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.)
Vesalius College 2013 — 2013
Summer Program
Northfield Mount Hermon School 2009 — 2012
High School
Shanghai Foreign Language School 2004 — 2009
Alden French Alden French's Progress Partners Experience July 2014 - Present
Job Analyst at Progress Partners
Industry Investment Banking
Experience
Progress Partners July 2014 - Present
Education
Bucknell University 2009 — 2013
BA
Middlesex School 2005 — 2009
Progress Partners July 2014 - Present
Education
Bucknell University 2009 — 2013
BA
Middlesex School 2005 — 2009
Nick MacShane Nick MacShane's Progress Partners Experience January 2002 - Present
Job Entrepreneur's Investment Banker, Progress Partners
Industry Investment Banking
Experience
Progress Ventures November 2010 - Present
TWG Media Funds April 2008 - Present
Progress Partners January 2002 - Present
Launchpad Venture Group December 2001 - Present
Virtual Access Networks August 2000 - January 2002
CMGI November 1997 - August 2000
Scotia Pharmaceuticals PLC September 1996 - November 1997
Skills
Venture Capital, Entrepreneurship, Competitive Analysis, Mergers, SaaS, Due Diligence, Market Research, Go-to-market Strategy, Investments, Start-ups, Angel Investing, Strategic Partnerships, Enterprise Software, Fundraising, Investment Banking, Corporate Development, Strategy, Marketing, Advertising, Business Strategy, Capital, Business Development, Mergers & Acquisitions, Private Equity, Growth Capital, New Business Development, Digital Media, Valuation, Management, E-commerce
Education
Skidmore College 1987 — 1991
BA, Government and History
Middlesex School 1984 — 1987
Diploma
Progress Ventures November 2010 - Present
TWG Media Funds April 2008 - Present
Progress Partners January 2002 - Present
Launchpad Venture Group December 2001 - Present
Virtual Access Networks August 2000 - January 2002
CMGI November 1997 - August 2000
Scotia Pharmaceuticals PLC September 1996 - November 1997
Skills
Venture Capital, Entrepreneurship, Competitive Analysis, Mergers, SaaS, Due Diligence, Market Research, Go-to-market Strategy, Investments, Start-ups, Angel Investing, Strategic Partnerships, Enterprise Software, Fundraising, Investment Banking, Corporate Development, Strategy, Marketing, Advertising, Business Strategy, Capital, Business Development, Mergers & Acquisitions, Private Equity, Growth Capital, New Business Development, Digital Media, Valuation, Management, E-commerce
Education
Skidmore College 1987 — 1991
BA, Government and History
Middlesex School 1984 — 1987
Diploma
Mark Egan's Progress Partners Experience October 2010 - Present
Job Executive in Residence at Progress Partners
Industry Investment Banking
Experience
Progress Partners October 2010 - Present
Breakthrough Greater Boston 2005 - Present
The CBORD Group, Inc. (Student Advantage & UGryd Platforms) March 2007 - December 2009
MC Communications/Pri-Med 2006 - 2007
The Pohly Company October 2004 - May 2006
MobileLawUSA, LLC January 2003 - September 2004
Student Advantage, Inc November 2000 - January 2003
Student Advantage, Inc March 1997 - October 2000
Student Advantage, Inc. February 1995 - February 1997
Skills
Digital Marketing, Strategic Consulting, Education Technology, Educational Technology, Strategy, Marketing Strategy, CRM, Business Strategy, Corporate Development, Business Development, New Business Development, M&A Execution, Private Placement, Online Marketing, Go-to-market Strategy, SaaS, Lead Generation, Analytics, Marketing, Mergers & Acquisitions, Strategic Planning, Strategic Partnerships, Management, Start-ups, Entrepreneurship, Venture Capital, Competitive Analysis, Private Placements, M&A execution
Education
Boston College
BA
Progress Partners October 2010 - Present
Breakthrough Greater Boston 2005 - Present
The CBORD Group, Inc. (Student Advantage & UGryd Platforms) March 2007 - December 2009
MC Communications/Pri-Med 2006 - 2007
The Pohly Company October 2004 - May 2006
MobileLawUSA, LLC January 2003 - September 2004
Student Advantage, Inc November 2000 - January 2003
Student Advantage, Inc March 1997 - October 2000
Student Advantage, Inc. February 1995 - February 1997
Skills
Digital Marketing, Strategic Consulting, Education Technology, Educational Technology, Strategy, Marketing Strategy, CRM, Business Strategy, Corporate Development, Business Development, New Business Development, M&A Execution, Private Placement, Online Marketing, Go-to-market Strategy, SaaS, Lead Generation, Analytics, Marketing, Mergers & Acquisitions, Strategic Planning, Strategic Partnerships, Management, Start-ups, Entrepreneurship, Venture Capital, Competitive Analysis, Private Placements, M&A execution
Education
Boston College
BA
David Saranga David Saranga's Progress Partners Experience June 2012 - February 2013
Job MBA
Industry Biotechnology
Experience
Beckman Coulter Genomics December 2014 - Present
Beckman Coulter Genomics June 2014 - December 2014
Eaglepoint Advisors May 2013 - March 2014
Progress Partners June 2012 - February 2013
Crazy Sexy Wellness, LLC May 2011 - December 2011
Family Health Portfolio Inc. May 2011 - August 2011
Fidelity National Information Services 2010 - 2011
Beckman Coulter Genomics (Formerly Agencourt Bioscience) 2004 - 2010
Agencourt Bioscience 2003 - 2004
Agencourt Bioscience 2002 - 2003
Skills
Market Research, Cross-functional Team..., Management Consulting, Process Improvement, Marketing, Competitive Analysis, Financial Modeling, Business Strategy, Start-ups, Consulting, Strategy, Leadership, Entrepreneurship, Product Management, Mergers & Acquisitions, Business Development, Analytics, Business Planning, Strategic Partnerships
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
Pennsylvania State University 1995 — 2001
B.S., Biology
Semester at Sea 2000 — 2000
International learning experience
Beckman Coulter Genomics December 2014 - Present
Beckman Coulter Genomics June 2014 - December 2014
Eaglepoint Advisors May 2013 - March 2014
Progress Partners June 2012 - February 2013
Crazy Sexy Wellness, LLC May 2011 - December 2011
Family Health Portfolio Inc. May 2011 - August 2011
Fidelity National Information Services 2010 - 2011
Beckman Coulter Genomics (Formerly Agencourt Bioscience) 2004 - 2010
Agencourt Bioscience 2003 - 2004
Agencourt Bioscience 2002 - 2003
Skills
Market Research, Cross-functional Team..., Management Consulting, Process Improvement, Marketing, Competitive Analysis, Financial Modeling, Business Strategy, Start-ups, Consulting, Strategy, Leadership, Entrepreneurship, Product Management, Mergers & Acquisitions, Business Development, Analytics, Business Planning, Strategic Partnerships
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
Pennsylvania State University 1995 — 2001
B.S., Biology
Semester at Sea 2000 — 2000
International learning experience
Ellie Hirschhorn's Progress Partners Experience 2015 - 2015
Job Chief Digital Officer | Chief Operating Officer | General Manager | Digital | Media | Internet
Industry Internet
Experience
Progress Partners 2015 - 2015
The Riverside Company 2015 - 2015
Simon & Schuster (a CBS company) 2008 - 2014
CBS College Sports 2005 - 2008
MediaNet Digital (formerly MusicNet, Inc.) 2002 - 2005
MTV Networks / Viacom 1993 - 2001
Time Inc. 1992 - 1993
Weiss, Peck & Greer 1988 - 1989
Citibank 1987 - 1989
Credit Suisse First Boston 1985 - 1987
Skills
Digital Media, Start-ups, Digital Strategy, Strategy, Mobile Devices, Entertainment, Marketing, Product Development, New Media, B2B, Publishing, Content Development, Business Strategy, Digital Marketing, Entrepreneurship, Management, Business Development, Strategic Partnerships, Online Advertising, Content Strategy, Integrated Marketing, Online Marketing, Social Media, Content Management, Leadership, Online Publishing, Advertising, Blogging, Creative Direction, Copywriting
Education
Harvard Business School
MBA
Phillips Academy
Yale University
BA
Progress Partners 2015 - 2015
The Riverside Company 2015 - 2015
Simon & Schuster (a CBS company) 2008 - 2014
CBS College Sports 2005 - 2008
MediaNet Digital (formerly MusicNet, Inc.) 2002 - 2005
MTV Networks / Viacom 1993 - 2001
Time Inc. 1992 - 1993
Weiss, Peck & Greer 1988 - 1989
Citibank 1987 - 1989
Credit Suisse First Boston 1985 - 1987
Skills
Digital Media, Start-ups, Digital Strategy, Strategy, Mobile Devices, Entertainment, Marketing, Product Development, New Media, B2B, Publishing, Content Development, Business Strategy, Digital Marketing, Entrepreneurship, Management, Business Development, Strategic Partnerships, Online Advertising, Content Strategy, Integrated Marketing, Online Marketing, Social Media, Content Management, Leadership, Online Publishing, Advertising, Blogging, Creative Direction, Copywriting
Education
Harvard Business School
MBA
Phillips Academy
Yale University
BA
Chang Suh's Progress Partners Experience June 2008 - October 2008
Job Senior Product Manager at Charles River Development
Industry Information Technology and Services
Experience
Charles River Development March 2014 - Present
Charles River Development October 2010 - March 2014
Constant Contact May 2009 - September 2010
Progress Partners June 2008 - October 2008
Oracle April 2005 - August 2007
Oracle May 2001 - April 2005
Toshiba Kansai Research Laboratory August 1997 - July 1999
Skills
SaaS, Product Management, Agile Methodologies, Agile Project Management, Enterprise Software, Cloud Computing, Scrum, Software Project..., Software Development, SDLC, Requirements Analysis, Corporate Actions, FIX, Omgeo Oasys, CTM, Dodd-Frank, Software Engineering, Java
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Carnegie Mellon University
MS, Information Science
Massachusetts Institute of Technology
BS, Computer Science
Stuyvesant High School
Charles River Development March 2014 - Present
Charles River Development October 2010 - March 2014
Constant Contact May 2009 - September 2010
Progress Partners June 2008 - October 2008
Oracle April 2005 - August 2007
Oracle May 2001 - April 2005
Toshiba Kansai Research Laboratory August 1997 - July 1999
Skills
SaaS, Product Management, Agile Methodologies, Agile Project Management, Enterprise Software, Cloud Computing, Scrum, Software Project..., Software Development, SDLC, Requirements Analysis, Corporate Actions, FIX, Omgeo Oasys, CTM, Dodd-Frank, Software Engineering, Java
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Carnegie Mellon University
MS, Information Science
Massachusetts Institute of Technology
BS, Computer Science
Stuyvesant High School
Jacqueline Lazor's Progress Partners Experience May 2006 - August 2006
Job Account Manager at Google
Industry Marketing and Advertising
Experience
Google January 2012 - Present
Google January 2011 - December 2011
Carat November 2009 - December 2010
American Express May 2008 - August 2008
Progress Partners May 2006 - August 2006
Skills
Digital Marketing, Social Media Marketing, Online Advertising, Digital Media, Mobile Marketing, Integrated Marketing, Digital Strategy
Education
University of Pennsylvania 2005 — 2009
BA, Psychology
Google January 2012 - Present
Google January 2011 - December 2011
Carat November 2009 - December 2010
American Express May 2008 - August 2008
Progress Partners May 2006 - August 2006
Skills
Digital Marketing, Social Media Marketing, Online Advertising, Digital Media, Mobile Marketing, Integrated Marketing, Digital Strategy
Education
University of Pennsylvania 2005 — 2009
BA, Psychology
Sajeev Popat's Progress Partners Experience June 2012 - August 2014
Job Analyst at InsightSquared
Industry Financial Services
Experience
InsightSquared September 2014 - Present
Progress Ventures September 2012 - August 2014
Progress Partners June 2012 - August 2014
SVB Financial Group January 2011 - January 2012
C.W. Downer & Co. October 2010 - January 2011
Sityodtong Inc April 2008 - July 2010
NetScout Systems July 2009 - August 2009
Atlantic Trust Private Wealth Management June 2008 - August 2008
Vesper Realty June 2007 - August 2007
Tufts Friedman School June 2005 - August 2005
Skills
Spreadsheets, Bloomberg, Financial Reporting, Excel, Microsoft Office, Stata, Business Planning, Financial Modeling, Financial Analysis, Valuation, Hindi, Microsoft Excel, Portfolio Management, Analysis
Education
Tufts University
Bachelor of Science, Quantitative Economics
Concord Academy 2003 — 2006
CFA Institute
Passed all three CFA exams
InsightSquared September 2014 - Present
Progress Ventures September 2012 - August 2014
Progress Partners June 2012 - August 2014
SVB Financial Group January 2011 - January 2012
C.W. Downer & Co. October 2010 - January 2011
Sityodtong Inc April 2008 - July 2010
NetScout Systems July 2009 - August 2009
Atlantic Trust Private Wealth Management June 2008 - August 2008
Vesper Realty June 2007 - August 2007
Tufts Friedman School June 2005 - August 2005
Skills
Spreadsheets, Bloomberg, Financial Reporting, Excel, Microsoft Office, Stata, Business Planning, Financial Modeling, Financial Analysis, Valuation, Hindi, Microsoft Excel, Portfolio Management, Analysis
Education
Tufts University
Bachelor of Science, Quantitative Economics
Concord Academy 2003 — 2006
CFA Institute
Passed all three CFA exams