Relational Investors LLC
Industry: Capital market company
DescriptionRelational Investors is an activist investment fund based in San Diego, California. Founded in 1996 by Ralph V. Whitworth, the fund has $6 Billion in assets under management. Founded: 1996 Headquarters: San Diego, CA Total assets: 6 billion USD Founders: Ralph V. Whitworth, David H. Batchelder Parent organization: Relational Group, LLC
Relational Investors LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Relational Investors LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Relational Investors LLC Salaries. You can even request information on how much does Relational Investors LLC pay if you want to. Learn about salaries, pros and cons of working for Relational Investors LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
53 Relational Investors LLC employees in database. Find out everything there's to know about Relational Investors LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Relational Investors LLC Employees
Relational Investors LLC August 2008 - November 2011
Claim Jumper Restaurants September 2003 - August 2008
Skills
ADP Payroll, Outlook, Financial Reporting, Account Reconciliation, Payroll, Accounting, Microsoft Excel, Accounts Payable, QuickBooks, Invoicing, Customer Service, PowerPoint
Education
University of Phoenix 2003 — 2005
Bachelors, Business Management
Moelis & Company July 2014 - Present
Formation 8 April 2014 - July 2014
Lazard May 2013 - July 2013
Student Investment Fund November 2011 - May 2013
Financial Economics Institute July 2011 - May 2013
Lowe Institute of Political Economy June 2011 - December 2012
Relational Investors LLC June 2012 - July 2012
Skills
Investment Banking, Stata, Valuation, Bloomberg, SPSS, Capital IQ, Corporate Finance, Statistics, Econometrics, Financial Markets, Financial Modeling, Macroeconomics, Economics, Quantitative Analytics, Bloomberg Terminal
Education
Claremont McKenna College 2011 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Major GPA: 3.9 / 4.0; Overall GPA: 3.9 / 4.0
Claremont McKenna College 2013 — 2013
Master of Arts (M.A.), Master’s Program in Finance
Scripps College 2009 — 2011
Bachelor of Arts (B.A.), Mathematics and Economics
Northfield Mount Hermon 2006 — 2009
High School
Shanghai Foreign Language School 2001 — 2006
Relational Investors LLC 2004 - 2014
Freeman Associates Investment Management 2002 - 2003
mPower.com 1999 - 2001
Montgomery Asset Management LLC 1994 - 1999
The Copeland Companies 1992 - 1994
Skills
Investments, Hedge Funds, Asset Management, Equities, Management, Process Improvement, Strategic Planning, Business Strategy, Risk Management, Investment Management, Bloomberg, Expense Management, Restructuring, Cash Management, Mergers & Acquisitions, Staff Development, Corporate & Fund..., Information Systems, Management & Team..., Corporate & Fund..., Internal Controls, Corporate Governance, Sarbanes-Oxley, Registered Investment..., Operations, HR and Benefits, GAAP, Disaster Recovery, Regulatory Compliance, Registered Investment..., IFRS, Security Operations, Stockbroking, Staff Coaching and..., Expense Control, Complex Problem Solving, Leveraging Technology, Securities Brokerage, SEC, Leadership, Executive Management, Investors, Finance, Regulatory Requirements
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Bradley University
Bachelor's degree, Accounting
Pacific Lutheran University
Clay Lacy Aviation July 2015 - Present
High Altitude Enterprises 2004 - Present
Southern California Aviation Association (SCAA) May 2011 - August 2015
Gilead Sciences (Solairus Aviation) December 2014 - July 2015
Relational Investors LLC March 2006 - November 2014
Coleman Aviation September 2003 - March 2006
Crossbow Aviation April 2002 - September 2003
Skills
Aviation, Flights, Command, Airports, Aircraft, Safety Management..., Leadership, Safety Auditing, Risk Assessment, Risk Management, Business Aviation, Crew Resource Management, Airworthiness, Aircraft Maintenance, Timely Decision Making, Decisiveness, FAA, Federal Aviation..., Iso 9000, Professional Mentoring, Scholarships, Automation, ISBAO Stage 1, 2 & 3 Audits, Management, Safety Consulting, Airlines, Strategic Planning, Integrity, Auditing, Flight Safety, Commercial Aviation, Project Planning, Flight Planning, Charter
Education
Embry-Riddle Aeronautical University 2013 — 2014
Certificate of Management in Aviation Safety
California State University-Fullerton 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management
American Institute of Foreign Study (London England)
Business Administration and Management, General
International Business Aviation Council (Montreal Quebec)
IS-BAO Accredited Auditor, International business aviation council (IBAC), International Standard of Business Aircraft Operations (IS-BAO)
Engaged Capital LLC September 2012 - Present
Relational Investors LLC January 2002 - August 2012
Skills
Financial Modeling, Capital Allocation, Equity Research, Asset Management, Excel, Corporate Governance, Word, Financial Analysis, Microsoft Office, Financial Reporting, Valuation, Investments, Cash Flow, Bloomberg, PowerPoint
Education
Pepperdine University 1997 — 2001
Bachelor of Arts (B.A.); Bachelor of Science (B.S.), Economics; Finance
Carlsbad High School 1993 — 1997
Quality Health Ideas, Inc. April 2015 - Present
McKinsey & Company June 2012 - March 2015
McKinsey & Company May 2011 - August 2011
Benjamin Grace Productions February 2009 - August 2010
Relational Investors LLC June 2007 - January 2009
Cambridge Centre for Int'l Studies June 2005 - December 2005
Skills
Financial Modeling, Hedge Funds, Start-ups, Valuation, Mergers & Acquisitions, Project Management, Healthcare, Management Consulting, Corporate Finance, Venture Capital, Capital Markets, Financial Analysis, Strategy, Entrepreneurship, Economics, Competitive Analysis, Market Entry, Data Analysis, Business Development, Growth Strategies, Emerging Markets, Market Analysis, Hacking, Due Diligence, Medical Devices
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, Strategic Management
Pomona College 2003 — 2007
BA, Economics, Politics
University of Cambridge 2005 — 2006
Economics, Geopolitics
Campolindo 1999 — 2003
Vantage Data Centers October 2014 - Present
Kairos Society December 2013 - Present
Relational Investors LLC August 2010 - July 2014
The Sun Fund September 2012 - December 2013
UBS Wealth Management August 2009 - April 2010
Apple June 2009 - August 2009
Pinn Brothers Fine Homes May 2008 - August 2008
Colliers International May 2007 - August 2007
Skills
Valuation, Financial Modeling, Equities, Investments, Financial Analysis, Real Estate Economics, Bloomberg, Microsoft Excel, Capital IQ, Equity Research, PowerPoint, Asset Allocation, Microsoft Office, Entrepreneurship, Real Estate, Equity Valuation, Social Media, Investment Strategies, Asset Managment, Analysis, Hedge Funds, Finance, Asset Management
Education
University of Southern California - Marshall School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance and International Business
Universidad de Navarra 2009 — 2009
Económicas
University of Chicago Booth School of Business September 2013 - December 2014
University of Chicago Booth School of Business March 2012 - September 2013
University of Chicago Booth School of Business July 2010 - February 2012
Sears Holdings Corporation May 2009 - April 2010
Bravo, Young & Rubicam March 2007 - May 2009
The Marketing Store September 2005 - March 2007
La Agencia de Orci November 2004 - August 2005
Relational Investors LLC 2001 - 2004
Skills
Leadership, Strategy, Online Marketing, Account Management, Marketing Communications, Marketing Strategy, Marketing, Email Marketing, Market Research, Brand Management, Integrated Marketing, Digital Strategy, Competitive Analysis, Advertising, Nonprofits, Digital Marketing, Social Media, Social Media Marketing, Direct Marketing, Event Planning, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MBA, 2012
Universidad Escuela de Administración y Finanzas y Tecnologías 1996 — 2000
JMI Equity January 2014 - Present
Relational Investors LLC June 2014 - August 2014
First Choice Business Brokers July 2013 - December 2013
LPL Financial- Cartmill Wealth Management July 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Microeconomics, Macroeconomics, Financial Accounting, Managerial Finance, Statistics, Calculus, Investments, Investment Banking, Private Equity, Hedge Funds, Communication Skills, Situational Leadership, Leadership, Team Leadership, Rational, Committed to..., Committees, Perseverance, Organizational..., Academic Tutoring, Goal Setting, Analytical Skills, Business Analytics, Business, Marketing Strategy, Eager Learner, Highly motivated..., College, Study Skills, Large Projects, Quantitative, Work Ethic, Ethical Leadership, Strategic Planning, Government, Public Speaking, Fundraising, Financial Analysis, Qualitative Research, Marketing, Policy, Research, Leadership Development, Access, Nonprofits, Teamwork
Education
UCSD 2013 — 2015
Bachelor of Arts (BA), Economics, Minor Finance
Universitat Pompeu Fabra 2015 — 2015
Economics, International Business Economics - Study Abroad
Creative Artists Agency July 2013 - Present
Lazard Freres & Co. June 2011 - July 2013
Relational Investors LLC June 2010 - September 2010
Waddell & Reed May 2008 - August 2008
San Diego State Universtiy Reseach Foundation - Technology Transfer Office May 2008 - August 2008
Skills
Financial Modeling, Corporate Valuation, Investments, LBO, Valuation, Investment Banking, Mergers & Acquisitions, Analysis, Corporate Development, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, M&A experience, Finance
Education
Claremont McKenna College 2007 — 2011
B.A., Economics, Mathematics, Finance, 3.7/4.0
La Jolla High School 2004 — 2007
VML August 2011 - Present
AMN Healthcare October 2010 - June 2011
Novalar Pharmaceuticals December 2008 - July 2010
Relational Investors LLC November 2007 - October 2008
Credit Suisse - HOLT February 2006 - October 2007
Omo's Day Spa October 2003 - December 2005
Skills
Employee Relations, Performance Management, Recruiting, Onboarding, Human Resources, Training, Deferred Compensation, Employee Benefits, New Hire Orientations, Personnel Management, Time Management, Payroll, Interviews, HRIS, Management, Hiring
Education
University of California, San Diego 2009 — 2011
Human Resource Management Certificate Program
The University of Kansas 2001 — 2005
Bachelor of Arts, History
Glendale High School
The Walt Disney Company 2015 - Present
Relational Investors LLC 2014 - 2015
Goldman, Sachs & Co. 2013 - 2014
Goldman, Sachs & Co. 2011 - 2013
Barclays 2010 - 2010
United States House of Representatives 2009 - 2009
Skills
Investments, Credit, Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Bloomberg, Financial Analysis, Capital Markets, Investment Banking, Private Equity, Equities, LBO, Financial Services, Fixed Income, Hedge Funds, DCF, Due Diligence, Equity Research, M&A experience
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor's Degree, Finance & Accounting (Double Major); Magna Cum Laude
EAM Investors LLC June 2011 - Present
Relational Investors, LLC November 2007 - June 2011
Berkeley Capital Management, LLC February 2007 - October 2007
Duncan-Hurst Capital Management, LLC May 1990 - December 2005
Education
San Diego State University-California State University 1970 — 1975
BA, Economics
Relational Investors LLC March 2010 - August 2014
Duncan-Hurst Capital Management, L.P. January 1996 - April 2009
Kerberos S.A. - Consultores Informáticos 2009 - 2009
ComputerLand January 1994 - January 1996
Executive Computing August 1988 - October 1993
Skills
Trading, Investments, Project Management, Strategic Planning, Equities, Bloomberg, IT Management, Asset Managment, Hedge Funds, FIX, Trading Systems, Electronic Trading, Financial Services, Market Data, Requirements Gathering, Disaster Recovery, Business Analysis, Microsoft SQL Server, IT Solutions, Vendor Management, Data Center, Requirements Analysis, Software Project..., Storage Area Networks, Enterprise Software, Virtualization, SQL, Storage, VMware, Infrastructure, High Availability, SAN, Enterprise Architecture, Information Technology, Asset Management, Client Services, Problem Solving, Product Management
Education
University of California, San Diego 1988 — 1989
Computer Science
Relational Investors LLC January 2014 - July 2014
Relational Investors LLC April 2010 - December 2013
Option B Inc April 2008 - May 2010
Barneys New York Warehouse February 2008 - February 2008
Jump Apparel Co July 2002 - May 2007
Trina Turk January 2002 - April 2002
Randa Accessories November 1999 - December 1999
Barneys New York Outlet 1998 - 1999
Skills
Apparel, Customer Service, Outlook, Marketing, Sales, Fashion Shows, PowerPoint, Event Planning, Public Relations, Social Networking, Social Media, Purchasing, Research, Editing, Event Management
Education
California State University-Long Beach 2000 — 2002
B.A, Family and Consumer Sciences; Clothing & Textiles
University College and Extension Services, California State University, Long Beach 2002 — 2002
Certificate, Costuming for Film and Television
Carlsbad High School
Welk Hospitality Management, Inc. December 2012 - Present
The Foundation to Combat Antimicrobial Resistance June 2012 - Present
Kupa'a Mau Outrigger Canoe Club March 2007 - April 2015
Kupa'a Mau Outrigger Canoe Club March 2007 - April 2015
United States Marine Corps June 2009 - April 2014
Canter International Riverside, LLC, a Vaerus enterprise December 2011 - November 2012
Relational Investors LLC March 2011 - June 2011
Relational Investors LLC September 2010 - December 2010
Md7 June 2009 - September 2010
Southern California Outrigger Racing Association January 2008 - January 2009
Skills
Outlook, Microsoft Excel, PowerPoint, Westlaw, Microsoft Word, Access, Online Research, Intellectual Property, Electronic Filing, Family Law, Immigration Law, Pagemaker, Investigative Research, Constitutional Law, Legal Research, Executive..., Real Estate Transactions, Research, Legal Writing, Non-profits, Corporate Law, Transactional Law, Paralegals, Legal Assistance, Legal Compliance, Legal Documents, Non-profit Volunteer, Trials, Notary Public, Fundraising, Management, Administrative..., System Administration, Real Estate, Editing, Contract Negotiation, Recruiting, Training, Litigation Support, Event Management, Due Diligence, Leadership, Office Management, Budgets, Policy, Human Resources, Administration, Process Scheduler, Administrative..., Litigation
Education
California State University-San Marcos 2011 — 2011
Certificate, Paralegal, 4.00 (97.26%) cumulative
MiraCosta College 2007 — 2009
Real Estate
Cerritos High School
Diploma, General
Keller Williams Realty Professionals September 2014 - Present
Feal Mor October 2008 - December 2014
The HUNT Guides December 2011 - January 2013
MBK and Associates March 2010 - September 2011
Relational Investors LLC October 2009 - February 2010
Nike, Inc June 2007 - October 2008
Eat.Shop January 2007 - September 2008
Nike, Inc August 2006 - June 2007
Everloving Records July 2003 - October 2006
Innocent Criminal, Inc August 2000 - October 2006
Skills
Graphic Design, Blogging, Social Media Marketing, Tumblr, Microsoft Office, HTML, MailChimp, Email Marketing, InDesign, Constant Contact, Creative Writing, Marketing, Google Analytics, Facebook, Social Media, Social Networking, Event Planning, Photoshop, Public Relations, Fundraising, Online Marketing, Press Releases, Brand Development, Copywriting, SEO, Publicity, Media Relations, Newsletters
Education
University of Phoenix 2008 — 2010
Bachelor of Science, Marketing Current
University of Phoenix 2008 — 2010
Associates of Business Science, Administration
Fashion Institute of Design & Merchandising 1999 — 2000
N/A, Interior Design
TWC Aviation December 2012 - Present
Contract pilot May 2012 - February 2013
RL Aviation October 2011 - May 2012
Relational Investors LLC September 2007 - October 2011
Skills
Type Rating, Falcon 2000, G1159A, CL600/601, HS125, Charter, Airlines, Airports, Piloting, Aviation, Aircraft, Business Aviation, Civil Aviation, Commercial Aviation, Flights, Aircraft Maintenance, Flight Planning, Aerospace, Flight Safety
Education
Platt College-San Diego 1986 — 1987
E/M Drafting, Drafting and Design Technology/Technician, General, 4.0
Intel Corporation July 2009 - Present
Boys & Girls Clubs of the East Valley July 2014 - June 2015
Intel Corporation May 2008 - August 2008
Relational Investors LLC June 2005 - August 2007
Skills
Financial Modeling, Strategy, Corporate Finance, Financial Analysis, Management, Business Analysis, Competitive Analysis, Cross-functional Team..., Business Development, Business Process..., Project Management, Management Consulting, Change Management, Valuation, Finance, Analysis, Data Analysis, Business Strategy, Leadership, Analytics, Budgets
Education
Rice University - Jesse H. Jones Graduate School of Business 2007 — 2009
MBA
University of California, San Diego 2003 — 2006
BA
GOODIX Technology INC. May 2014 - July 2014
Relational Investors LLC June 2012 - August 2012
Skills
Virtual Currency..., Microsoft Excel, Financial Analysis, Marketing, Finance
Education
University of Southern California 2011 — 2014
Bachelor's degree, Accounting and Finance
Cathedral Catholic H.S. 2007 — 2011
High School Diploma, 4.55
FuturePoint Advisors LLC August 2014 - Present
Relational Investors LLC 2010 - Present
AMG Advisory Group LLC 2008 - 2010
Freeman Associates 2004 - 2008
American Century Investments 1998 - 2004
PaineWebber 1989 - 1998
Education
Union College 1988 — 1992
Bachelor of Arts, Economics & Philosophy
Messner Reeves LLP May 2015 - Present
CrossFit Cuspis January 2013 - Present
Ballard Spahr LLP December 2013 - January 2014
Cooley LLP June 2012 - July 2013
Davis Graham & Stubbs LLP April 2011 - June 2012
Mayer Brown September 2008 - April 2011
Mayer Brown May 2007 - August 2007
Mayer Brown May 2006 - July 2006
Relational Investors, LLC 2004 - 2005
Boeing Satellite Systems January 2003 - August 2003
Skills
Due Diligence, Corporate Law, Mergers & Acquisitions, Legal Research, Investments, Negotiation, Management, Corporate Governance, Securities Regulation, Finance, Securities, Strategy, Litigation, CrossFit, Marijuana Law, Start-ups, Small Business
Education
Northwestern University School of Law 2005 — 2008
juris doctor, law
Pepperdine University 2002 — 2004
B.A., Economics
California State University-Long Beach 2001 — 2001
Economics
Golden West College 2000 — 2001
Economics
Marina 1996 — 2000
Mesa View Middle School 1993 — 1996
General Atomics January 2010 - March 2013
Skyworks Solutions 2013 - 2013
CareFusion February 2009 - January 2011
JLF Asset Management February 2007 - October 2008
Relational Investors LLC September 2005 - January 2007
Roth McHugh and Associates March 2003 - May 2005
Regions Mortgage December 1997 - March 2003
Western Brass 1996 - 1997
West Coast Mailing and Distribution 1993 - 1995
Skills
Administrative..., Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Employee Relations, Leadership, Research, Project Planning, Process Scheduler, Team Building, Office Management, Administration, System Administration, Management, Time Management
Education
Point Loma Nazarene University 1990 — 1992
Eastern Nazarene College 1987 — 1989
Serra High School 1982 — 1987
del Rey Global Investors 2012 - Present
Relational Investors LLC 2011 - 2012
Trust Company of the West 2004 - 2011
Education
Claremont McKenna College
BA, Economics
University of California, Los Angeles - The Anderson School of Management
MBA
Engaged Capital September 2012 - Present
Relational Investors LLC January 2011 - August 2012
Relational Investors LLC 2008 - 2010
Skills
Valuation, Capital Allocation, Investments, Research, Microsoft Office, Corporate Governance, Equity Research, Financial Modeling, Bloomberg, Equities, Financial Analysis, Portfolio Management, Excel
Education
Claremont McKenna College 2004 — 2008
BA, Finance, Economics, Math
GMO June 2015 - Present
GMO May 2013 - June 2015
GMO September 2011 - May 2013
GMO March 2006 - September 2011
Relational Investors LLC September 2004 - March 2006
Skills
Equities, Bloomberg, Hedge Funds, Asset Managment, Investments, Securities, Fixed Income, Mutual Funds, Investment Management, Fund Accounting, Valuation, Derivatives, Financial Markets, Financial Services, Microsoft Excel, Account Reconciliation, Business Analysis, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Alternative Investments
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2010
MBA, Finance
Brandeis University 1996 — 2000
Bachelors, History and American Studies
Power Matters Alliance January 2013 - Present
WiMAX Forum January 2010 - Present
Relational Investors LLC August 2004 - August 2007
Digital Integration Group January 1998 - July 2004
Last Stop Computing January 1992 - December 1997
CompUSA 1989 - 1991
Skills
Disaster Recovery, Program Management, Access, Integration, Project Management, Telecommunications, Strategic Planning, Microsoft Office, Team Leadership
Education
University of California, San Diego 1991 — 1995
MS, Physics
University of California, San Diego 1988 — 1991
BS, Physics
San Diego State University-California State University 1986 — 1987
Aerospace Engineering
Relational Investors LLC October 2011 - November 2011
Relational Investors LLC December 2007 - October 2011
Robertson Stephens 1999 - 2002
Education
University of California, Berkeley 1993 — 1997
BA, Economics
Relational Investors LLC January 2012 - Present
Relational Investors LLC January 2010 - January 2012
Relational Investors LLC November 2006 - January 2010
Kashi Company June 2000 - November 2006
RAND Corporation September 1996 - December 1999
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
Bachelor of Science (BS), Business Administration
RA Capital Advisors LLC January 2012 - Present
RA Capital Advisors LLC April 2009 - December 2011
RA Capital Advisors LLC December 2007 - April 2009
Relational Investors LLC February 2004 - December 2007
US Bank October 2002 - February 2004
Libra Securities June 1999 - July 2002
Skills
Finance, Accounting, Auditing, Banking, Budgets, Internal Controls, Management, Payroll, Internal Audit, Human Resources, Financial Statements, GAAP, Financial Analysis, Asset Managment, Equities, Corporate Finance, Mergers, Valuation, Customer Service, Leadership, Process Improvement, Financial Modeling, Microsoft Excel, Mergers & Acquisitions
Education
University of California, San Diego 2007 — 2009
Business Management
San Diego State University-California State University 2006 — 2006
Human Resource Management
San Diego State University-California State University 1993 — 1997
Kinesiology, Fitness & Health
The Cypress Funds March 2015 - Present
GROW Partners LLC August 2014 - February 2015
Relational Investors LLC August 2013 - July 2014
Adelante Capital Management August 2012 - September 2012
Relational Investors LLC June 2012 - August 2012
CE2 Capital Partners LLC June 2008 - June 2011
Ten Asset Management April 2008 - June 2008
Skills
Financial Modeling, Valuation, Equity Research, Corporate Finance, Bloomberg, Data Analysis, Portfolio Management, Equities, Financial Analysis, Private Equity, Hedge Funds, Equity Valuation, Investment Banking, Asset Management, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance
University of California, San Diego 2004 — 2008
BS, Bioengineering: Biotechnology
Stillwater Investment Management January 2015 - Present
Eachwin Capital February 2013 - January 2015
Relational Investors LLC August 2004 - July 2010
Education
Stanford GSB 2010 — 2012
Master of Business Administration (M.B.A.)
Claremont McKenna College 2000 — 2004
Bachelor of Arts (BA), Economics
Hestia Capital Management LLC January 2009 - Present
First Q Capital April 2007 - December 2008
Lemhi Ventures December 2005 - February 2007
Definity Health April 2005 - December 2005
Relational Investors LLC June 2002 - January 2005
The Boston Consulting Group June 2001 - September 2001
Definity Health September 1998 - September 2000
deloitte-consulting September 1995 - September 1998
Skills
Hedge Funds, Financial Modeling, Equity Research, Equities, Investments, Private Equity, Valuation, Asset Management, Due Diligence, Capital Markets, Portfolio Management, Venture Capital, Alternative Investments, Corporate Development, Equity Valuation, Mergers & Acquisitions
Education
Stanford University 2000 — 2002
MBA, Business
Carleton College 1991 — 1995
BA, Econ and Math
Crosslink Capital May 2014 - Present
Relational Investors LLC January 2011 - January 2013
BofA Merrill Lynch June 2010 - August 2010
Merrill Lynch September 2008 - December 2008
Oto Bailey Fukumoto Mishima Inc. July 2007 - August 2007
Ghirardelli Chocolate Company July 2005 - August 2005
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investments, DCF, Leadership, LBO, Management, Accounting, IPO, Microsoft Excel, Equity Research, Due Diligence, Finance, Financial Analysis
Education
University of Southern California 2006 — 2010
B.Sc., Business Administration
University of Southern California - Marshall School of Business 2006 — 2010
Business Administration, Finance
Freeman Spogli & Co. July 2008 - Present
UBS Investment Bank June 2006 - July 2008
Relational Investors LLC 2005 - 2006
Education
Pomona College 2002 — 2006
B.A., Economics
Tricadia Capital February 2015 - Present
Relational Investors LLC March 2010 - August 2014
Graham Partners August 2008 - February 2010
Credit Suisse June 2005 - July 2008
Skills
Valuation
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BS, Finance, International Business, Government
Relational Investors LLC July 2008 - Present
Skills
Value Investing, Equity Research, Valuation, Financial Modeling, Bloomberg, Investments, Equities, Financial Analysis, Corporate Governance, Capital Allocation, Hedge Funds, Equity Valuation, Fundamental Analysis, Asset Managment, Energy, Special Situations, Event Driven, Java, VBA, Shareholder Activism
Education
University of Southern California 2004 — 2008
BS, Business Administration
Goldman Sachs July 2015 - Present
Goldman Sachs July 2013 - July 2015
Goldman Sachs May 2012 - August 2012
Ziegler June 2011 - August 2011
Relational Investors LLC June 2010 - August 2010
Eagle Light LED June 2009 - August 2009
Education
Northwestern University 2009 — 2013
BA, Economics
LJCDS
SDA Bocconi
NBCUniversal, Inc. June 2013 - Present
GCA Savvian Advisors, LLC April 2010 - August 2012
The Udinsky Group April 2009 - April 2010
Relational Investors LLC July 2008 - December 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Education
University of California, Berkeley, Haas School of Business 2004 — 2008
B.S., Business Administration
Relational Investors LLC 2010 - 2014
Skills
Equity Research, Financial Modeling, Valuation, Equities, Investments, Bloomberg, Microsoft Excel, Finance, Data Analysis, Corporate Finance, Hedge Funds, Financial Analysis, Research, Capital IQ, Equity Valuation, Mergers & Acquisitions, FactSet, PowerPoint, Compensation Structures, Corporate Governance, DCF Valuation, Strategic Planning
Education
University of California, Berkeley 2006 — 2010
BA, Economics, 3.59/4.00
Lord Abbett & Co. LLC July 2012 - Present
Relational Investors LLC June 2011 - August 2011
Apollo Management June 2010 - August 2010
Skills
Portfolio Management, Valuation, Equities, Analytics, Mutual Funds, Credit, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Economics, Pricing, VBA, Capital Markets, Data Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Economics
Relational Investors LLC January 1996 - Present
Esterline Technologies December 2012 - March 2015
Excel National Bank 2006 - 2007
Skills
Financial Modeling, Asset Managment, Valuation, Portfolio Management, Investments, Hedge Funds, Equity Research, Equities, Bloomberg, Asset Management, Corporate Governance, Investment Management, Investment Strategies, Asset Allocation, Financial Services, Trading, Securities, Capital Markets, Private Equity
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
University of Arizona 1986 — 1990
MRB Group, LLC December 2008 - Present
Relational Investors LLC January 2004 - August 2008
LearningFramework 1999 - 2004
Skills
Strategic Planning, Investments, Hedge Funds, Portfolio Management, Asset Management, Accounting, Financial Modeling, Marketing
Education
Saint Mary's College of California 1994 — 1998
BA, Psychology
Relational Investors LLC October 2007 - Present
Berkeley Capital Management LLC February 2007 - October 2007
Duncan-Hurst Capital Management, L.P. 1990 - 2005
Education
San Diego State University-California State University 1970 — 1975
BA, Economics
Sierra Pacific Securities January 2011 - Present
Tahoe Fixed Income August 2006 - January 2011
Relational Investors LLC March 2006 - July 2006
Education
University of Nevada-Reno 2000 — 2005
Finance and Economics
Falcon Fund Management LP October 2013 - Present
Cox Partners Inc. January 2007 - September 2013
BCS Capital Inc. August 1999 - December 2006
Relational Investors LLC May 1988 - December 1998
Education
Massachusetts Institute of Technology 1982 — 1984
Master's degree, Management
University of Kansas 1976 — 1980
B.S., Civil Engineering