Sandefer Capital Partners
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Sandefer Capital Partners Employees
Employee
Years
Job
Industry
James Barrett Dudley James Barrett Dudley's Sandefer Capital Partners Experience October 2009 - June 2010
Job Director of Product Development at Grandex
Industry Entertainment
Experience
Grandex December 2013 - Present
By George April 2013 - October 2013
Barneys New York March 2012 - May 2013
Jewish Community Association of Austin November 2010 - May 2011
Sandefer Capital Partners October 2009 - June 2010
Skills
Social Media, Merchandising, Sales, Event Planning, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Excel, Customer Service, Public Relations, Microsoft Word, Facebook, Social Networking, Event Management, Marketing, Editing, Product Development, Blogging
Education
The University of Texas at Austin
Bachelor of Arts, Government
The University of Texas at Austin
Bachelor of Arts (BA), Political Science and Government
Grandex December 2013 - Present
By George April 2013 - October 2013
Barneys New York March 2012 - May 2013
Jewish Community Association of Austin November 2010 - May 2011
Sandefer Capital Partners October 2009 - June 2010
Skills
Social Media, Merchandising, Sales, Event Planning, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Excel, Customer Service, Public Relations, Microsoft Word, Facebook, Social Networking, Event Management, Marketing, Editing, Product Development, Blogging
Education
The University of Texas at Austin
Bachelor of Arts, Government
The University of Texas at Austin
Bachelor of Arts (BA), Political Science and Government
Yu (Tracy) Fang Yu (Tracy) Fang's Sandefer Capital Partners Experience July 2012 - January 2013
Job Business Technology Analyst at Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte February 2013 - Present
Sandefer Capital Partners July 2012 - January 2013
Austin Community Tax Center January 2012 - April 2012
Robert Bosch January 2011 - April 2011
PwC January 2010 - February 2010
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Corporate Finance, Microsoft Excel, Data Analysis, Forecasting, Microsoft Word, Microsoft Office, Accounts Payable, Analysis, Tax, Consolidation, Hyperion Planning, HFM
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master of Professional Accounting, Accounting
Shanghai Institute of Foreign Trade 2007 — 2011
Bachelor, Finance & Accounting
University of California, Berkeley 2010 — 2010
Finance
Deloitte February 2013 - Present
Sandefer Capital Partners July 2012 - January 2013
Austin Community Tax Center January 2012 - April 2012
Robert Bosch January 2011 - April 2011
PwC January 2010 - February 2010
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Corporate Finance, Microsoft Excel, Data Analysis, Forecasting, Microsoft Word, Microsoft Office, Accounts Payable, Analysis, Tax, Consolidation, Hyperion Planning, HFM
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master of Professional Accounting, Accounting
Shanghai Institute of Foreign Trade 2007 — 2011
Bachelor, Finance & Accounting
University of California, Berkeley 2010 — 2010
Finance
Thomas Nieman Thomas Nieman's Sandefer Capital Partners Experience April 2000 - September 2002
Job Managing Principal at Sali Fund Services
Industry Investment Management
Experience
SALI Fund Services December 2002 - Present
Sandefer Capital Partners April 2000 - September 2002
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1989 — 1993
Bachelor's Degree, Accounting
SALI Fund Services December 2002 - Present
Sandefer Capital Partners April 2000 - September 2002
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1989 — 1993
Bachelor's Degree, Accounting
Webb Stevens's Sandefer Capital Partners Experience 2003 - 2003
Job Head of Product at Avalara
Industry Internet
Experience
Avalara 2011 - Present
Summit Partners 2008 - 2011
Deloitte Consulting 2004 - 2008
Sandefer Capital Partners 2003 - 2003
Skills
Corporate Development, Private Equity, Venture Capital, Mergers, E-commerce, IPO, Growth Capital, Financial Modeling, Valuation, Business Development, Investment Banking, Due Diligence, Start-ups, Business Strategy, Financial Analysis, Entrepreneurship, Product Management, Competitive Analysis, General Awesomeness, Mergers & Acquisitions, SaaS, Product Marketing, Management, Leadership, Strategic Partnerships, Finance, Strategic Planning, Executive Management, Analytics, Enterprise Software, Go-to-market Strategy, Integration, Investments, Strategy, Cloud Computing, Cross-functional Team..., User Experience, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Business Honors, Finance
Universität Würzburg
German Language and Literature
Avalara 2011 - Present
Summit Partners 2008 - 2011
Deloitte Consulting 2004 - 2008
Sandefer Capital Partners 2003 - 2003
Skills
Corporate Development, Private Equity, Venture Capital, Mergers, E-commerce, IPO, Growth Capital, Financial Modeling, Valuation, Business Development, Investment Banking, Due Diligence, Start-ups, Business Strategy, Financial Analysis, Entrepreneurship, Product Management, Competitive Analysis, General Awesomeness, Mergers & Acquisitions, SaaS, Product Marketing, Management, Leadership, Strategic Partnerships, Finance, Strategic Planning, Executive Management, Analytics, Enterprise Software, Go-to-market Strategy, Integration, Investments, Strategy, Cloud Computing, Cross-functional Team..., User Experience, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Business Honors, Finance
Universität Würzburg
German Language and Literature
Vivian Tran Vivian Tran's Sandefer Capital Partners Experience April 2007 - May 2009
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Northern Trust June 2011 - May 2014
Northern Trust August 2010 - June 2011
Acton School of Business April 2007 - June 2010
Strategic Oxygen May 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Sandefer Capital Partners April 2007 - May 2009
Skills
CRM, Portfolio Management, Event Planning, Business Analysis, Strategy, Recruiting, Marketing Research, Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BA, Finance and Marketing
Wells Fargo May 2014 - Present
Northern Trust June 2011 - May 2014
Northern Trust August 2010 - June 2011
Acton School of Business April 2007 - June 2010
Strategic Oxygen May 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Sandefer Capital Partners April 2007 - May 2009
Skills
CRM, Portfolio Management, Event Planning, Business Analysis, Strategy, Recruiting, Marketing Research, Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BA, Finance and Marketing
Amanda Uphold Amanda Uphold's Sandefer Capital Partners Experience February 2006 - February 2007
Job Staff Accountant
Industry Accounting
Experience
Garden City Group September 2011 - August 2013
JPMorgan Chase January 2009 - June 2010
Washington Mutual March 2008 - January 2009
A.G. Edwards & Sons, Inc. February 2007 - February 2008
Sandefer Capital Partners February 2006 - February 2007
Skills
Financial Modeling, Corporate Finance, Cross-functional Team...
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Finance
Garden City Group September 2011 - August 2013
JPMorgan Chase January 2009 - June 2010
Washington Mutual March 2008 - January 2009
A.G. Edwards & Sons, Inc. February 2007 - February 2008
Sandefer Capital Partners February 2006 - February 2007
Skills
Financial Modeling, Corporate Finance, Cross-functional Team...
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Finance
Clayton Wilson's Sandefer Capital Partners Experience 1998 - 2001
Job Real Time Power Trader
Industry Renewables & Environment
Experience
Brookfield Renewable Energy Group 2014 - 2015
NRG Energy 2013 - 2013
GenOn Energy 2007 - 2012
Duke Energy 2001 - 2006
Sandefer Capital Partners 1998 - 2001
Sterling Consulting Group June 1996 - August 1996
Skills
Energy, Natural Gas, Analysis, Energy Industry, Valuation, Procurement, Finance, Forecasting, Power Plants, Trading, Leadership, Time Management, Commodity Markets, Energy Markets, Management, Power Generation, Electricity Markets, Commodity
Education
The University of Texas at Austin
Master of Arts (MA), Energy and Mineral Resources
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance
The John Cooper School
High School
Brookfield Renewable Energy Group 2014 - 2015
NRG Energy 2013 - 2013
GenOn Energy 2007 - 2012
Duke Energy 2001 - 2006
Sandefer Capital Partners 1998 - 2001
Sterling Consulting Group June 1996 - August 1996
Skills
Energy, Natural Gas, Analysis, Energy Industry, Valuation, Procurement, Finance, Forecasting, Power Plants, Trading, Leadership, Time Management, Commodity Markets, Energy Markets, Management, Power Generation, Electricity Markets, Commodity
Education
The University of Texas at Austin
Master of Arts (MA), Energy and Mineral Resources
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance
The John Cooper School
High School
Liz Ngo Liz Ngo's Sandefer Capital Partners Experience December 2010 - December 2011
Job Audit Supervisor at MiddletonRaines + Zapata LLP
Industry Accounting
Experience
MiddletonRaines + Zapata LLP May 2014 - Present
MiddletonRaines + Zapata LLP January 2014 - May 2014
MiddletonRaines + Zapata LLP January 2013 - January 2014
MaloneBailey, LLP July 2012 - December 2012
MaloneBailey, LLP January 2012 - June 2012
Sandefer Capital Partners December 2010 - December 2011
Avignon Realty August 2010 - January 2011
Procter & Gamble August 2009 - December 2009
Skills
Accounting, US GAAP, GAAP, Financial Accounting, QuickBooks, Microsoft Office, Financial Reporting, Peachtree, Sarbanes-Oxley, CCH ProSystem fx
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Accounting, Communication Studies
MiddletonRaines + Zapata LLP May 2014 - Present
MiddletonRaines + Zapata LLP January 2014 - May 2014
MiddletonRaines + Zapata LLP January 2013 - January 2014
MaloneBailey, LLP July 2012 - December 2012
MaloneBailey, LLP January 2012 - June 2012
Sandefer Capital Partners December 2010 - December 2011
Avignon Realty August 2010 - January 2011
Procter & Gamble August 2009 - December 2009
Skills
Accounting, US GAAP, GAAP, Financial Accounting, QuickBooks, Microsoft Office, Financial Reporting, Peachtree, Sarbanes-Oxley, CCH ProSystem fx
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Accounting, Communication Studies
Jason Pendleton's Sandefer Capital Partners Experience 1994 - 1996
Job Business Architect
Industry Information Technology and Services
Experience
Cisco Systems November 2006 - Present
Cisco November 2006 - May 2009
ISC 2004 - 2006
Expanets 2003 - 2004
Buchanan Associates 1998 - 1999
Ameriserve Distribution 1997 - 1999
Software Spectrum 1995 - 1997
Sandefer Capital Partners 1994 - 1996
Skills
CCIE, Cisco Certified, Cisco Technologies, Network Architecture, Unified Communications, Routing, Network Design, Data Center, Cisco Call Manager, Security, CCDP, CCNP, ITIL Foundation..., Cisco IOS, Cisco Routers, VoIP, Pre-sales, Networking, Storage, Firewalls, VPN, BGP, OSPF, MPLS
Education
Texas A&M University 1989 — 1993
Bachelor of Arts (B.A.), Russian Language and Literature
Cisco Systems November 2006 - Present
Cisco November 2006 - May 2009
ISC 2004 - 2006
Expanets 2003 - 2004
Buchanan Associates 1998 - 1999
Ameriserve Distribution 1997 - 1999
Software Spectrum 1995 - 1997
Sandefer Capital Partners 1994 - 1996
Skills
CCIE, Cisco Certified, Cisco Technologies, Network Architecture, Unified Communications, Routing, Network Design, Data Center, Cisco Call Manager, Security, CCDP, CCNP, ITIL Foundation..., Cisco IOS, Cisco Routers, VoIP, Pre-sales, Networking, Storage, Firewalls, VPN, BGP, OSPF, MPLS
Education
Texas A&M University 1989 — 1993
Bachelor of Arts (B.A.), Russian Language and Literature
Dorothy Jiaqi Hu, CPA's Sandefer Capital Partners Experience January 2012 - August 2012
Job Assurance Senior at Ernst & Young
Industry Accounting
Experience
EY October 2014 - Present
Ernst & Young October 2012 - September 2014
Sandefer Capital Partners January 2012 - August 2012
The Walt Disney Company January 2011 - May 2011
Zhejiang University March 2009 - January 2010
Skills
Accounting, Microsoft Office, Auditing, Financial Analysis, Mandarin, Financial Accounting, QuickBooks, GAAP, CPA, SEC Filings, Financial Reporting, SEC filings
Education
The University of Texas at Austin 2010 — 2011
Master in Professional Accounting, Financial Accounting and Report Track
Zhejiang University 2006 — 2010
Bachlor, English Literature & Finance and Banking
EY October 2014 - Present
Ernst & Young October 2012 - September 2014
Sandefer Capital Partners January 2012 - August 2012
The Walt Disney Company January 2011 - May 2011
Zhejiang University March 2009 - January 2010
Skills
Accounting, Microsoft Office, Auditing, Financial Analysis, Mandarin, Financial Accounting, QuickBooks, GAAP, CPA, SEC Filings, Financial Reporting, SEC filings
Education
The University of Texas at Austin 2010 — 2011
Master in Professional Accounting, Financial Accounting and Report Track
Zhejiang University 2006 — 2010
Bachlor, English Literature & Finance and Banking