Experience
Chartboost  August 2014 - Present
Rutberg & Company   May 2013 - August 2013
UBS  June 2012 - August 2012
Lazard Capital Markets  May 2012 - August 2012
Palisades Hudson Financial Group LLC  March 2011 - June 2011

Education
University of California, Berkeley   2010 — 2014
Bachelor's Degree, Economics

Palo Alto High School   2007 — 2010

Experience
Telos Advisors  October 2014 - Present
New Century Capital Partners  September 2009 - September 2014
Rutberg & Company   July 2008 - June 2009

Skills
Investment Banking, Valuation, Financial Modeling, Financial Analysis, M&A experience, Strategy, Corporate Development, Mergers & Acquisitions, Private Placements, Private Equity, Venture Capital, Corporate Finance, Analysis, Investments, LBO, Business Strategy, Equities, Capital Markets, IPO, Bloomberg, Due Diligence, Financial Services, Capital IQ, DCF, Equity Research, Capital, Emerging Markets, Finance, Hedge Funds, Economics

Education
The University of Texas at Austin
Bachelor of Science (BS)

California State University-Hayward - School of Business and Economics

Experience
My-Marketplace.Com   January 2014 - Present
The Social Media Movement   January 2011 - Present
Carribean Assets Recovery, Inc.   January 2012 - Present
Julia Pagan Designs   January 2012 - Present
Nightingale Innovations   September 2012 - Present
Independent Consultant  January 2003 - Present
Rutberg & Company   2014 - 2014
Powercurve Coaching   February 2013 - August 2013
Private Aviation Charter Carrier   May 2009 - December 2011

Skills
Spanish, Music, Food & Beverage, Customer Service, Event Planning, Strategic Marketing..., Sales, Photography, Social Media Marketing, Social Networking, Logo Design, Brand Development, Social Media, SEO, Entrepreneurship, Advertising

Education
New York University   1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Mass Communication/Media Studies

UC Berkeley   1996 — 1996

Experience
College Labor   September 2012 - Present
The Toboni Group   July 2012 - Present
Bureau van Dijk  November 2011 - September 2012
Bureau van Dijk  October 2009 - November 2011
Rutberg & Company   January 2009 - October 2009

Skills
Valuation, Financial Modeling, Due Diligence, Market Research, Strategy, Risk Management, Start-ups, Entrepreneurship, Market Analysis, M&A experience, Management Consulting, Investments, Management, Business Planning, Equities, Portfolio Management, Sales, Finance, Forecasting, Real Estate, Lead Generation

Education
Lewis and Clark College   2006 — 2008
Bachelor of Arts, Political Science

St. Ignatius College Prep   1999 — 2003

Experience
Stephen M. Ross School of Business  August 2015 - Present
Fundación En Vía   August 2014 - Present
HFF  August 2012 - June 2014
Beacon Capital Partners  May 2011 - August 2012
Rutberg & Company   August 2010 - April 2011

Skills
Valuation, Excel, Argus, Microsoft Office, Real Estate, Spanish, MRI, Capital IQ, Modeling, Bloomberg Terminal, Due Diligence, Photoshop, Customer Relations, Mathematics, Advertising, Microsoft Excel, Customer Service, Capital Markets

Education
University of Colorado Boulder   2004 — 2007
BS, Advertising, History

Syracuse University   2006 — 2006
Madrid, Spanish, History

Winchester High School   2000 — 2004

Experience
Bitly  June 2015 - Present
Rutberg & Company   February 2015 - May 2015
RadiumOne Inc.  March 2012 - February 2015
Law Office's of Uy & Henrioulle An Association of Attorney's   March 2010 - March 2012
Polidev International LLC   2011 - 2012

Skills
Mobile Marketing, Business Development, Online Advertising, Digital Media, Mobile Advertising, Online Marketing, Digital Marketing, Social Media Marketing, Strategic Partnerships, Account Management, Digital Strategy, Mobile Devices, SEM, Social Networking, Marketing, Social Media, Facebook, Lead Generation, Affiliate Marketing, Web Analytics, Analytics, PPC, SEO, Integrated Marketing, Portrait Photography, Advertising, E-commerce, Monetization, Email Marketing, Google Analytics, Public Relations, Display Advertising, Salesforce.com, Google Adwords, Media Planning, Media Buying, Web Marketing

Education
University of San Francisco   2007 — 2009
Bachelor of Arts, Politics, Legal Studies

Golden Gate University   2011 — 2014
Master, Public Administration

Experience
Rutberg & Company   February 2015 - Present
IHG - InterContinental Hotels Group  August 2011 - July 2014
Promethean  March 2010 - March 2011
GSMA  2007 - 2010
Cingular Wireless  September 2003 - June 2005
Microsoft Corporation  January 2001 - September 2003
Air2Web  January 1999 - October 2001
i2Go   1999 - 2000

Skills
Strategic Partnerships, Marketing Communications, Product Marketing, Marketing Strategy, Strategy, Mobile Marketing, Cross-functional Team..., Integrated Marketing, Consulting, Digital Marketing, Business Development, Lead Generation, CRM, Marketing, Direct Marketing, Social Media Marketing, Start-ups, Brand Management, Project Management, Online Advertising, B2B, Leadership, Mobile Devices, Event Planning, Digital Strategy, Advertising, Social Networking, Interactive Marketing, B2B Marketing, Sponsorship, Digital Media, Trade Shows, Strategic Planning, Market Planning, Online Marketing, E-commerce, Marketing Management, Brand Awareness, Competitive Analysis, Brand Development, Event Management, Relationship Marketing, Project Planning, Mobile Applications, Entrepreneurship, Social Media, Multi-channel Marketing, Campaign Management, Web Marketing, Business Strategy

Education
The University of Kansas   1988 — 1992
Business Communications

The University of Kansas   1988 — 1992
Bachelor’s Degree

Experience
M&A Capital, LLC   2006 - Present
Bank of America  2005 - 2006
Murphy Noell Capital, LLC   June 2002 - December 2004
Rutberg & Company   2001 - 2002

Education
University of California, Berkeley

Experience
Rutberg & Company   December 2014 - Present
Mellon Capital Management  September 2011 - September 2012
Wells Fargo  December 2007 - January 2012
Morlin Asset Management, LP  July 2006 - December 2007

Skills
Microsoft Excel, Social Media Marketing, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Budgets, Management, Access, Project Management, Administrative..., Executive...

Education
Dominican University of California   2003 — 2005

Experience
SaneBox   2011 - Present
Wanto   2010 - 2011
Yahoo!  2009 - 2010
Yahoo!  2006 - 2008
Overture  2004 - 2006
SG Capital   2002 - 2004
Rutberg & Company   June 2001 - December 2001

Skills
Marketing Strategy, Business Development, International Expansion, Lean Startup, Start-ups, Entrepreneurship, Strategic Partnerships, Analytics, Digital Media, Financial Modeling, SaaS, B2B, Online Marketing, Product Development, Cross-functional Team..., Strategy, SEM, New Business Development, Mobile Applications, Competitive Analysis, Mobile Internet, Affiliate Marketing, Digital Strategy, Social Networking, Angel Investing, Leadership, PPC, Marketing, Customer Acquisition, Web Analytics, Search Advertising, M&A experience, Sales, Corporate Finance, Private Equity, Business Modeling, Team Leadership, Social Media Marketing, Conversion Optimization, Market Research, Lead Generation, Go-to-market Strategy, Account Management, Monetization, Mobile Advertising, Product Marketing, Mobile Marketing, Advertising, Social Media, Digital Marketing

Education
University of California, Berkeley, Haas School of Business   2000 — 2002
BS, Finance

Lomonosov Moscow State University (MSU)   1996 — 1997
Economics

Experience
Guggenheim Partners  March 2015 - Present
Pacific Crest Securities  July 2014 - February 2015
Rutberg & Company   July 2013 - June 2014
Georgetown University  September 2009 - May 2013
HSBC  June 2012 - August 2012
Center for Strategic and International Studies (CSIS)   September 2011 - June 2012

Skills
Chinese, Research, International Relations, Data Analysis, Editing, Public Speaking, Mandarin, Politics, Public Policy, Economics, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Corporate Finance

Education
Georgetown University   2009 — 2013
BSFS, International History

The Lawrenceville School   2006 — 2009

Experience
Rutberg & Company   July 2015 - Present

Skills
Business Development, Management, Marketing, Start-ups, Customer Service, Negotiation, Program Management, Strategic Partnerships, Community Outreach, Product Management, B2B, CRM, Account Management, Entrepreneurship, Project Management, Management Consulting, Project Planning, Strategy, Sponsorship Sales, Marketing Strategy, Strategic Planning, Business Strategy

Education
Santa Clara University   2001 — 2003
BSC

University of California, Berkeley   1999 — 2000

Interchange Counseling Institute
Counseling Psychology

Experience
CellInfo, LLC   June 2015 - Present
MassChallenge  June 2014 - August 2014
Rutberg & Company   June 2013 - August 2013

Skills
Financial Analysis, Entrepreneurship, Start-ups, Analytics, Capital IQ, Salesforce.com, Investment Banking, Business Development, Venture Capital, Finance, Social Entrepreneurship, Nonprofits, Strategy, Fundraising, Marketing

Education
University of Vermont   2014 — 2015
Bachelor of Business Administration (B.B.A.), Senior

Colby College   2011 — 2013
Economics-Mathematics

St. Paul's School   2008 — 2011

Experience
Deutsche Bank  November 2014 - Present
Piper Jaffray  July 2012 - October 2014
Holbrook & Company   March 2009 - May 2010
Rutberg & Company   July 2008 - March 2009
Mosaic Capital  July 2007 - July 2008

Education
New York University - Leonard N. Stern School of Business   2010 — 2012
Master of Business Administration (MBA)

University of California, Berkeley   2002 — 2006

Experience
CECloset   June 2012 - Present
Morgan Stanley Smith Barney  August 2007 - Present
Citi Smith Barney  April 2006 - June 2007
Rutberg & Company   May 2005 - July 2005

Skills
Financial Analysis, Portfolio Management, Microsoft Excel, Finance, Investment Banking, Data Analysis, Risk Management, Financial Reporting

Education
University of California, Berkeley   2003 — 2007
Economics

East Lyme High School   2001 — 2004

Experience
Yodlee  October 2014 - Present
Rutberg & Company   February 2013 - July 2014
Common Sense Media  August 2011 - September 2012
J. Cain Advisors   June 2005 - September 2011
Zobo Pet Products   April 2005 - September 2011
Cadence Design Systems  September 2003 - April 2005
Red Herring  November 1998 - May 2001
Poppybox Gardens   December 1997 - November 1998
Pacific Telesis  January 1996 - December 1997
Montgomery Securities  July 1989 - February 1993

Skills
Strategy, Mergers, Investments, Divestitures, Strategic Partnerships, Start-ups, Business Development, Corporate Development, Entrepreneurship, Product Management, Venture Capital, Business Strategy, Mergers & Acquisitions, Licensing, Business Planning, Digital Media, Mobile Devices, SaaS

Education
Harvard University   1993 — 1995
MA

Stanford University   1982 — 1986
BA

Experience
Simple DCP   October 2011 - Present
Black Fish Films   March 2014 - Present
UBS  January 2009 - August 2013
Rutberg & Company   2008 - 2008
Duff & Phelps  2007 - 2007
Time Warner Inc.  2006 - 2006
Harvey & Company LLC  2005 - 2005

Skills
Equities, Financial Analysis, Investments, Strategic Financial..., Finance, Securities, Mutual Funds, Wealth Management, Financial Advisory, Hedge Funds, Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Portfolio Management, Microsoft Office, Financial Modeling, Valuation

Education
University of Southern California   2014 — 2017
Master of Business Administration (M.B.A.)

USC Marshall School of Business   2004 — 2007
Bachelor of Science (BS), Business Administration

University of Southern California   2004 — 2007
Bachelor of Science (B.S.), Accounting

University of Southern California   2004 — 2007
Minor, The Music Industry

Damien High School

Experience
Philips  June 2014 - Present
Boston University Undergraduate Investment Fund   May 2013 - May 2014
Harvard University  September 2012 - May 2014
Woodside Capital Partners  May 2013 - July 2013
Boston University Questrom School of Business  January 2013 - May 2013
Boston University Undergraduate Student Government   May 2012 - May 2013
Rutberg & Company   May 2012 - September 2012
Boston University Undergraduate Student Government   February 2012 - May 2012
Boston University Undergraduate Investment Fund   September 2011 - May 2012
Boston University Undergraduate Investment Fund   September 2010 - May 2011

Skills
Strategy, Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Analysis, Mergers & Acquisitions, DCF Valuation, Business Development, Venture Capital, Research, Public Speaking, Microsoft Word, Finance, Bloomberg, Economics, Private Equity, Investments, Market Research, Statistics, Capital IQ, Python, Investment Banking, Financial Modeling, Time Management, Editing, Management, Data Analysis, Access, Salesforce.com, Corporate Development, Due Diligence, Networking, Interviews, HTML, Leveraged Buyouts, Multiples Analysis, Virtual Data Rooms, LinkedIn, Precedent Transactions, Screening, SQL

Education
Boston University Questrom School of Business   2010 — 2014
Bachelor’s Degree, Finance, Accounting, Economics, 3.45 Cumulative; 3.50 in Major; 3.80 in Finance Classes

Fremont High School   2006 — 2010
3.67 Unweighted; 4.1 Weighted

Experience
Piper Jaffray  February 2015 - Present
Rutberg & Company   March 2014 - January 2015
Third Sector Capital Partners  September 2013 - February 2014
Ronin Capital  July 2006 - February 2013

Skills
Strategy, Financial Modeling, Options, Mobile Technology, Mobile Strategy, Financial Analysis, Deal Construction, Valuation, Capital Markets

Education
The University of Chicago - Booth School of Business   2010 — 2013
MBA, Finance and International Business, Honors Distinction

Yale University   2002 — 2006
BA, Economics

Delbarton School   1996 — 2002

Experience
GSD&M  January 2015 - Present
FCB, Chicago  June 2013 - January 2015
Northwestern University  September 2012 - December 2013
Market Street Partners  January 2011 - August 2012
Willow Creek Capital Management   October 2007 - April 2010
Rutberg & Company   July 2007 - October 2007

Skills
Marketing Strategy, Marketing Communications, Online Media Management, New Business Development, Social Media Marketing, Business Strategy, Investor Relations, Financial Analysis, Financial Markets, Financial Modeling, Strategic Communications, Entrepreneurship, Digital Marketing, Strategic Planning, Due Diligence, Portfolio Management, Integrated Marketing, Investments, Finance, Advertising, Copywriting

Education
Northwestern University   2012 — 2013
Master of Science (MSc), Integrated Marketing Communications

University College London, U. of London   2005 — 2006
Economic Research, Economics, Political Economy

University of Redlands   2002 — 2006
Bachelor's degree, Economics & Political Science

McCallum High School   1998 — 2002

Experience
Arcturus UAV   February 2014 - Present
Soma Water   July 2013 - February 2014
SceneShot, Inc.   January 2012 - July 2013
Rutberg & Company   June 2011 - September 2011
Arcturus UAV   June 2010 - September 2010
ABT TRAC   June 2009 - September 2009
O'Reilly Media  June 2008 - January 2009

Skills
Social Media Marketing, Digital Marketing, Financial Analysis, Microsoft Excel, Photoshop, Research, Product Development, Competitive Analysis, Market Analysis, Entrepreneurship, Microsoft Office, Business Development, Strategy, Marketing, Digital Media

Education
University of California, Los Angeles   2009 — 2013
B.A., Business Economics

Analy High School   2005 — 2009

Experience
Vator   January 2010 - Present
Ackrell Capital   2005 - Present
STRATEGYfx   2001 - March 2015
Rutberg & Company   2005 - 2007
Aircraft Technical Publishers  2003 - 2005
Montclare Technologies, Inc.   1997 - 2001
Convoy Corporation   1994 - 1997

Skills
Mergers, Corporate Finance, Monetization, Strategy, Venture Capital, Start-ups, Product Management, Digital Media, E-commerce, Sales, Mergers & Acquisitions, Product Marketing, Corporate Development, Entrepreneurship, Private Equity, Due Diligence, Business Development, CRM, Mobile Devices, Leadership, Consulting, Strategic Planning, Investments, Strategic Partnerships

Education
Columbia University - Columbia Business School
MBA

University of California, Berkeley, Haas School of Business
MBA

University of California, Davis
BA, Philosophy

Experience
Rutberg & Company   February 2012 - February 2014
Kronos Incorporated  August 2009 - February 2012
Bio Equity Capital   March 2009 - August 2010
Cowen and Company  August 2005 - February 2009
Deutsche Bank  June 2004 - August 2004
RHK  September 2001 - June 2003
Credit Suisse (Formerly Donaldson, Lufkin & Jenrette)   March 2000 - June 2001
H.C. Wainwright   1998 - 2000

Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Corporate Finance, Investments, Equities, Management Consulting, Business Strategy, Private Placements, Equity Research, Leveraged Finance, Mobile Devices, Financial Advisory, Valuation, Financial Modeling

Education
New York University - Leonard N. Stern School of Business   2003 — 2005
MBA, Concentrations in finance, management and accounting

University of Pennsylvania   1993 — 1997
BSE, Biomedical Engineering with a minor in Mathematics

Experience
Rogue Wave Software  2014 - Present
Rovi  2013 - 2014
NeuStar, Inc.   2010 - 2013
Rutberg & Company   2009 - 2010
Tall Oaks Capital   2008 - 2008
ST Microelectronics  2003 - 2007
Cadence Design Systems  2002 - 2002

Skills
Venture Capital, Mergers, Investment Banking, Corporate Development, Product Management, Financial Modeling, Competitive Analysis, Business Strategy, Strategy, Start-ups, Analytics, Cross-functional Team..., Corporate Finance, Product Development, Valuation, Strategic Planning, Mergers & Acquisitions, Business Development, Strategic Partnerships, Entrepreneurship, Management Consulting, Mobile Devices

Education
University of Virginia - Darden Graduate School of Business Administration   2007 — 2009
MBA

Thapar Institute of Engineering and Technology   1999 — 2003
BE, Computer Engineering

Experience
Advance Optronic Devices (International) Inc.   April 2014 - Present
GDS services Ltd   September 2012 - January 2014
MechanicNet Group   October 2011 - July 2012
Lu Asset Management   August 2009 - October 2011
Beer Lao   April 2008 - December 2010
UTStarcom  July 2008 - May 2009
Rutberg & Company   July 2007 - October 2007
UTStarcom  June 2006 - December 2006
Merrill Lynch  June 2004 - August 2004
OSSI   September 2002 - May 2004

Skills
Value Investing, Technical Analysis, Fundamental Research, Sales Management, Direct Sales, Strategic Consulting, Management Consulting, Microsoft Office, Investments, Valuation, Finance, Trading, Financial Analysis, Corporate Finance, Equities, Portfolio Management, Business Strategy, Strategic Partnerships, Business Development, Strategy, Market Research, Research, Start-ups, Entrepreneurship, Mergers & Acquisitions

Education
University of California, Berkeley   2008 — 2010
Certificate, Finance

University of California, Davis   2002 — 2007
Bachelors of Arts, Economics, International Relations

Piedmont High School   1998 — 2002
HS Diploma

Experience
Norwest Venture Partners  November 2012 - Present
Rutberg & Company   May 2012 - November 2012
Morgan Stanley  2011 - 2011
St Cross College, Oxford   2010 - 2011
Dartmouth College  April 2009 - September 2009
Council on Hemispheric Affairs  June 2008 - August 2008
Dartmouth College  June 2007 - November 2007
City of Modesto  June 2006 - December 2006

Skills
Data Analysis, Financial Modeling, Research, Politics, Spanish, Microsoft Office, Stata, Excel, PowerPoint, Word, Social Media, Budgeting, Analysis, Statistics, Financial Analysis, English, Organizational Design, Organizational Analysis, Comparative Politics, Comparative Analysis, Qualitative Research, Quantitative Analysis, Latin America, Emerging Markets, International Relations, Leadership

Education
University of Oxford   2009 — 2011
M.Phil., Latin American Studies, Graduate Pass (Converted to 3.6)

Dartmouth College   2005 — 2009
Bachelor of Arts, Government and Latin American & Caribbean Studies

Experience
ORIX USA Corporation  September 2015 - Present
RichRelevance  May 2014 - May 2015
Medley Capital  July 2013 - April 2014
Victory Park Capital Advisors  February 2012 - August 2012
Prudential Capital Group  November 2007 - July 2011
Credit Suisse  September 2006 - April 2007
JH Whitney Investment Management ($300 million AUM)   March 2006 - September 2006
Rutberg & Company   January 2006 - March 2006

Skills
Valuation, Financial Analysis, Bloomberg, Hedge Funds, Investment Banking, Asset Managment, Capital Markets, Capital IQ, LBO, Mergers, Credit Analysis, Finance, Economics, Business Valuation, Series 7, Derivatives, Distressed Debt, Restructuring, Corporate Finance, Strategic Planning, Private Equity, Private Placements, Special Situations..., High Yield Bonds, Operational Turnaround, Asset Based Lending, Asset Management, Bonds, High Yield, Mezzanine, Structured Finance, Credit, DCF, M&A experience, Corporate Development, Equity Valuation, Mergers, Mergers & Acquisitions

Education
The University of Chicago - Booth School of Business   2011 — 2013
Master of Business Administration (MBA), Concentrations in Entrepreneurship, Finance and Accounting

University of San Francisco
Bachelor of Science, Finance

Alhambra High School

Experience
WALT Wines   November 2014 - Present
Rutberg & Company   July 2013 - December 2014
Charles Creek Vineyard   June 2013 - October 2014
Rothstein Kass  January 2012 - July 2013
Goldman Sachs  September 2011 - December 2011
Burrill & Company  October 2010 - August 2011
Barclays Capital  September 2008 - August 2010
Barclays Capital  June 2005 - August 2010
Lehman Brothers  June 2005 - September 2008
Bear Stearns  March 2002 - May 2005

Skills
PowerPoint, Online Research, Travel Arrangements, Calendaring, Calendars, Concur, Expense Management, Spreadsheets, Salesforce.com, Outlook, Time Management, Microsoft Excel, Accounting, Expense Reports, PeopleSoft, Management

Education
Queens College City University   1994 — 2002
Bachelor of Arts, Psychology

Queens College   1992 — 2002
BA, Psychology