Satori Capital
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Satori Capital Employees
Employee
Years
Job
Industry
Don Quinn Don Quinn's Satori Capital Experience 2010 - 2010
Job Entrepreneurial Sales and Business Development Executive
Industry Information Technology and Services
Experience
Infinite Analytics 2014 - 2015
Personagraph 2013 - 2014
Microsoft 2011 - 2013
Sloan School of Management 2009 - 2011
Satori Capital 2010 - 2010
New Brunswick Development Corporation 2006 - 2009
Oppenheimer & Co. 2005 - 2006
The Danbury Mint 2004 - 2005
Skills
Finance, Marketing, Sales, Start-ups, Strategy, Business Strategy, Business Development, Management, Product Management, Competitive Analysis, Business Planning, Market Research, Entrepreneurship, Product Marketing, Marketing Strategy, Strategic Planning, Series 7, Product Development, Forecasting, Financial Modeling, Leadership, New Business Development, SaaS, Analytics, Cloud Computing, Lead Generation, Cross-functional Team..., Strategic Partnerships, Sales Process, Solution Selling, CRM, Mobile Devices, Enterprise Software, E-commerce, Management Consulting, Go-to-market Strategy, Business Intelligence, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Amherst College
Bachelor of Arts, Economics
Infinite Analytics 2014 - 2015
Personagraph 2013 - 2014
Microsoft 2011 - 2013
Sloan School of Management 2009 - 2011
Satori Capital 2010 - 2010
New Brunswick Development Corporation 2006 - 2009
Oppenheimer & Co. 2005 - 2006
The Danbury Mint 2004 - 2005
Skills
Finance, Marketing, Sales, Start-ups, Strategy, Business Strategy, Business Development, Management, Product Management, Competitive Analysis, Business Planning, Market Research, Entrepreneurship, Product Marketing, Marketing Strategy, Strategic Planning, Series 7, Product Development, Forecasting, Financial Modeling, Leadership, New Business Development, SaaS, Analytics, Cloud Computing, Lead Generation, Cross-functional Team..., Strategic Partnerships, Sales Process, Solution Selling, CRM, Mobile Devices, Enterprise Software, E-commerce, Management Consulting, Go-to-market Strategy, Business Intelligence, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Amherst College
Bachelor of Arts, Economics
Randall Hunt Randall Hunt's Satori Capital Experience July 2011 - July 2014
Job
Industry Venture Capital & Private Equity
Experience
L Squared Capital Partners July 2014 - Present
Virtium August 2015 - Present
Teaching Strategies, LLC October 2014 - Present
Satori Capital July 2011 - July 2014
Chicago Growth Partners August 2007 - July 2009
UBS Investment Bank July 2005 - July 2007
Skills
Private Equity, Equities, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Due Diligence, Strategy, Corporate Development, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Indiana University - Kelley School of Business 2001 — 2005
BS in Business Administration
L Squared Capital Partners July 2014 - Present
Virtium August 2015 - Present
Teaching Strategies, LLC October 2014 - Present
Satori Capital July 2011 - July 2014
Chicago Growth Partners August 2007 - July 2009
UBS Investment Bank July 2005 - July 2007
Skills
Private Equity, Equities, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Due Diligence, Strategy, Corporate Development, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Indiana University - Kelley School of Business 2001 — 2005
BS in Business Administration
Adrian Ng Adrian Ng's Satori Capital Experience June 2012 - August 2012
Job Strategy/finance professional with diverse experience across technology, real estate, energy, and healthcare industries
Industry Hospital & Health Care
Experience
Ortho Clinical Diagnostics May 2015 - Present
ExxonMobil July 2013 - May 2015
Kellogg School of Management September 2011 - June 2013
Satori Capital June 2012 - August 2012
Hewlett-Packard Enterprise Services June 2010 - August 2011
ING Clarion Partners September 2008 - June 2010
The Boston Consulting Group September 2006 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Project Management, Strategy, Business Planning, Due Diligence, Portfolio Management, Business Strategy, Asset Managment, Market Analysis, Market Research, Real Estate Economics, Management Consulting, Strategic Planning
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship & Innovation, Marketing
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
BBA, Finance, Business Honors Program
Ortho Clinical Diagnostics May 2015 - Present
ExxonMobil July 2013 - May 2015
Kellogg School of Management September 2011 - June 2013
Satori Capital June 2012 - August 2012
Hewlett-Packard Enterprise Services June 2010 - August 2011
ING Clarion Partners September 2008 - June 2010
The Boston Consulting Group September 2006 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Project Management, Strategy, Business Planning, Due Diligence, Portfolio Management, Business Strategy, Asset Managment, Market Analysis, Market Research, Real Estate Economics, Management Consulting, Strategic Planning
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship & Innovation, Marketing
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
BBA, Finance, Business Honors Program
Ryan O'Hanlon's Satori Capital Experience June 2014 - August 2014
Job Investment Banking Analyst at Greenhill Cogent
Industry Financial Services
Experience
Greenhill Cogent July 2015 - Present
Satori Capital June 2014 - August 2014
XTO Energy, Subsidiary of ExxonMobil February 2013 - October 2013
Magaw Medical May 2012 - August 2012
Lone Star Outdoor News July 2011 - July 2011
Skills
Team Leadership, Microsoft Excel, Private Equity, Valuation, Financial Modeling, Data Rooms
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Jesuit College Preparatory
Greenhill Cogent July 2015 - Present
Satori Capital June 2014 - August 2014
XTO Energy, Subsidiary of ExxonMobil February 2013 - October 2013
Magaw Medical May 2012 - August 2012
Lone Star Outdoor News July 2011 - July 2011
Skills
Team Leadership, Microsoft Excel, Private Equity, Valuation, Financial Modeling, Data Rooms
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Jesuit College Preparatory
Rugger Burke Rugger Burke's Satori Capital Experience October 2008 - Present
Job
Industry Financial Services
Experience
Satori Capital October 2008 - Present
Skills
Private Equity, Commercial Litigation, Mergers, Family Office, Corporate Law, Due Diligence, Corporate Governance, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Securities Regulation, Intellectual Property, Investments, Start-ups, Alternative Investments, Licensing, Strategy, Restructuring, Venture Capital, Corporate Finance, Corporate Development, Executive Management, Entrepreneurship, Compliance, Private Investment, Portfolio Management, Investment Advisory, Investment Management, Institutional..., Investment Strategies, Leadership Development, Organizational..., Executive Development, Senior Executive...
Education
Southern Methodist University
BS/JD, Law
Satori Capital October 2008 - Present
Skills
Private Equity, Commercial Litigation, Mergers, Family Office, Corporate Law, Due Diligence, Corporate Governance, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Securities Regulation, Intellectual Property, Investments, Start-ups, Alternative Investments, Licensing, Strategy, Restructuring, Venture Capital, Corporate Finance, Corporate Development, Executive Management, Entrepreneurship, Compliance, Private Investment, Portfolio Management, Investment Advisory, Investment Management, Institutional..., Investment Strategies, Leadership Development, Organizational..., Executive Development, Senior Executive...
Education
Southern Methodist University
BS/JD, Law
Cami Hamann, CPA, HC Cami Hamann, CPA, HC's Satori Capital Experience December 2012 - Present
Job Fund Operations Analyst, Culture/Wellness Ambassador, Certified Holistic Health Coach
Industry Investment Management
Experience
Satori Capital December 2012 - Present
Cami Hamann, H.C. July 2012 - Present
lululemon athletica April 2011 - December 2012
FIT to FLOURISH May 2010 - March 2012
Replenish Retreat, LLC May 2011 - June 2011
KPMG LLP October 2010 - March 2011
KPMG LLP January 2009 - March 2009
Fort Worth South: Near Southside Street Tree Project October 2007 - July 2008
Rassai Interactive May 2007 - August 2007
Neeley Fellows Student Organization August 2006 - August 2007
Skills
Blogging, Health, Investments, Wellness, Accounting, Team Leadership, Inventory Management, Coaching, Retail, Fitness, Accounting Issues, Leadership Development, Excel, PowerPoint, Word, Social Media, Personal Development, Microsoft Office, Customer Relations, Mentoring, Budgeting, Social Networking, Customer Service, Teamwork, Strategic Planning, Account Management, Analysis, Writing, Event Planning, Marketing, Budgets, Microsoft Excel, Microsoft Word
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2010
Master's Degree, Master of Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelors of Business Administration, Accounting and Finance Double Major
Institute for Integrative Nutrition 2011 — 2012
Certified Holistic Health Coach
Satori Capital December 2012 - Present
Cami Hamann, H.C. July 2012 - Present
lululemon athletica April 2011 - December 2012
FIT to FLOURISH May 2010 - March 2012
Replenish Retreat, LLC May 2011 - June 2011
KPMG LLP October 2010 - March 2011
KPMG LLP January 2009 - March 2009
Fort Worth South: Near Southside Street Tree Project October 2007 - July 2008
Rassai Interactive May 2007 - August 2007
Neeley Fellows Student Organization August 2006 - August 2007
Skills
Blogging, Health, Investments, Wellness, Accounting, Team Leadership, Inventory Management, Coaching, Retail, Fitness, Accounting Issues, Leadership Development, Excel, PowerPoint, Word, Social Media, Personal Development, Microsoft Office, Customer Relations, Mentoring, Budgeting, Social Networking, Customer Service, Teamwork, Strategic Planning, Account Management, Analysis, Writing, Event Planning, Marketing, Budgets, Microsoft Excel, Microsoft Word
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2010
Master's Degree, Master of Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelors of Business Administration, Accounting and Finance Double Major
Institute for Integrative Nutrition 2011 — 2012
Certified Holistic Health Coach
Willie Houston III's Satori Capital Experience February 2014 - Present
Job Chief Financial Officer at Satori Capital
Industry Accounting
Experience
Satori Capital February 2014 - Present
TPG Capital April 2013 - February 2014
TPG Capital May 2010 - April 2013
TPG Capital May 2008 - May 2010
Ernst & Young January 2007 - May 2008
BNSF Railway June 2004 - January 2007
Lockheed Martin Aeronautics January 2003 - June 2004
AT&T June 2000 - December 2002
Skills
Enterprise Risk..., Process Improvement, Internal Controls, Corporate Finance, Accounting, Internal Audit, CPA, Sarbanes-Oxley, Financial Modeling, Financial Analysis, Financial Reporting, Auditing
Education
The University of Texas at Arlington 2003 — 2005
Master of Business Administration (M.B.A.), Operations Management
Jackson State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
Satori Capital February 2014 - Present
TPG Capital April 2013 - February 2014
TPG Capital May 2010 - April 2013
TPG Capital May 2008 - May 2010
Ernst & Young January 2007 - May 2008
BNSF Railway June 2004 - January 2007
Lockheed Martin Aeronautics January 2003 - June 2004
AT&T June 2000 - December 2002
Skills
Enterprise Risk..., Process Improvement, Internal Controls, Corporate Finance, Accounting, Internal Audit, CPA, Sarbanes-Oxley, Financial Modeling, Financial Analysis, Financial Reporting, Auditing
Education
The University of Texas at Arlington 2003 — 2005
Master of Business Administration (M.B.A.), Operations Management
Jackson State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
Julia Hanners's Satori Capital Experience February 2014 - Present
Job Office Manager/Executive Assistant at Satori Capital
Industry Hospitality
Experience
Satori Capital February 2014 - Present
River Ranch Stockyards January 2011 - February 2014
Joe T. Garcias July 2008 - January 2011
Neiman Marcus May 2006 - July 2008
Skills
Project Management, Sales, Marketing, Marketing Strategy, Business Development, Sales Management, Account Management, Advertising, Social Media Marketing, Contract Negotiation, Retail
Education
The University of Texas at Austin 1991 — 1996
BS, Interior Design
Satori Capital February 2014 - Present
River Ranch Stockyards January 2011 - February 2014
Joe T. Garcias July 2008 - January 2011
Neiman Marcus May 2006 - July 2008
Skills
Project Management, Sales, Marketing, Marketing Strategy, Business Development, Sales Management, Account Management, Advertising, Social Media Marketing, Contract Negotiation, Retail
Education
The University of Texas at Austin 1991 — 1996
BS, Interior Design
Katie Tice Katie Tice's Satori Capital Experience October 2010 - January 2011
Job Investment Analyst at Texas Children's Hospital
Industry Investment Management
Experience
Texas Children's Hospital February 2015 - Present
Victory Park Capital Advisors July 2014 - January 2015
Lazard Freres & Co. June 2012 - July 2014
Lazard Freres & Co. May 2011 - August 2011
Satori Capital October 2010 - January 2011
Charlie Rose June 2010 - August 2010
Bloomberg May 2009 - August 2009
Education
Texas Christian University 2008 — 2012
BBA, Finance
University of Westminster 2011 — 2012
London Semester Abroad - Spring 2011, Finance
The Hockaday School 1994 — 2008
Texas Children's Hospital February 2015 - Present
Victory Park Capital Advisors July 2014 - January 2015
Lazard Freres & Co. June 2012 - July 2014
Lazard Freres & Co. May 2011 - August 2011
Satori Capital October 2010 - January 2011
Charlie Rose June 2010 - August 2010
Bloomberg May 2009 - August 2009
Education
Texas Christian University 2008 — 2012
BBA, Finance
University of Westminster 2011 — 2012
London Semester Abroad - Spring 2011, Finance
The Hockaday School 1994 — 2008
James Haddaway's Satori Capital Experience September 2011 - Present
Job Satori Capital
Industry Investment Management
Experience
Satori Capital September 2011 - Present
Corriente Advisors, LLC April 2006 - March 2011
Skills
Investments, Hedge Funds, Management, Private Equity, Global Macro, Financial Advisory, Asset Management, Valuation, Strategic Planning, Credit, Alternative Investments, Due Diligence, Real Estate Economics, Equities, Portfolio Management, Mergers, Mutual Funds
Education
The University of Texas at Austin 1991 — 1994
Satori Capital September 2011 - Present
Corriente Advisors, LLC April 2006 - March 2011
Skills
Investments, Hedge Funds, Management, Private Equity, Global Macro, Financial Advisory, Asset Management, Valuation, Strategic Planning, Credit, Alternative Investments, Due Diligence, Real Estate Economics, Equities, Portfolio Management, Mergers, Mutual Funds
Education
The University of Texas at Austin 1991 — 1994
Annie Maguire Annie Maguire's Satori Capital Experience August 2014 - December 2014
Job Investment Banking Summer Analyst at Barclays
Industry
Experience
William C. Conner Educational Investment Fund August 2015 - Present
Barclays Investment Bank June 2015 - August 2015
Satori Capital August 2014 - December 2014
WASH Multifamily Laundry Systems May 2014 - August 2014
Flintridge Sacred Heart Academy June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, English, Research, Outlook, Negotiation, Public Speaking, Windows, Photoshop, Social Media, Leadership, Teamwork
Education
Texas Christian University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Flintridge Sacred Heart Academy 2008 — 2012
William C. Conner Educational Investment Fund August 2015 - Present
Barclays Investment Bank June 2015 - August 2015
Satori Capital August 2014 - December 2014
WASH Multifamily Laundry Systems May 2014 - August 2014
Flintridge Sacred Heart Academy June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, English, Research, Outlook, Negotiation, Public Speaking, Windows, Photoshop, Social Media, Leadership, Teamwork
Education
Texas Christian University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Flintridge Sacred Heart Academy 2008 — 2012
Ross McFarland Ross McFarland's Satori Capital Experience June 2014 - August 2014
Job Financial Reporting Analyst at Capital Analytics
Industry Venture Capital & Private Equity
Experience
Capital Analytics December 2014 - Present
Satori Capital June 2014 - August 2014
Indego Africa May 2013 - August 2013
Burlington Downtown Corporation March 2013 - May 2013
Parvati Swayamrojgar September 2012 - December 2012
South Carolina Aquarium May 2011 - August 2011
Skills
Facebook, Nonprofits, Microsoft Word, Press Releases, PowerPoint, Social Impact Assessment, Social Entrepreneurship, Microsoft Office, Microsoft Excel, Private Equity
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
BSBA, Finance, Minor - Economics
Fergusson College 2012 — 2012
Developmental Economics and International Development
Capital Analytics December 2014 - Present
Satori Capital June 2014 - August 2014
Indego Africa May 2013 - August 2013
Burlington Downtown Corporation March 2013 - May 2013
Parvati Swayamrojgar September 2012 - December 2012
South Carolina Aquarium May 2011 - August 2011
Skills
Facebook, Nonprofits, Microsoft Word, Press Releases, PowerPoint, Social Impact Assessment, Social Entrepreneurship, Microsoft Office, Microsoft Excel, Private Equity
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
BSBA, Finance, Minor - Economics
Fergusson College 2012 — 2012
Developmental Economics and International Development
Michelle Starr's Satori Capital Experience October 2011 - Present
Job Management Company Controller at Satori Capital
Industry Accounting
Experience
Satori Capital October 2011 - Present
Coughlin Foundotos Cullen & Danowski, LLP June 2005 - February 2006
The Bilco Company June 2004 - June 2005
Stanley Black & Decker , Inc. July 2001 - May 2004
Ernst & Young September 1993 - June 2001
Skills
Financial Analysis, Budget, Accounting, Financial Modeling, Budgets, Financial Reporting, Due Diligence, Corporate Finance, Finance, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelors, Accounting and Information Systems
Satori Capital October 2011 - Present
Coughlin Foundotos Cullen & Danowski, LLP June 2005 - February 2006
The Bilco Company June 2004 - June 2005
Stanley Black & Decker , Inc. July 2001 - May 2004
Ernst & Young September 1993 - June 2001
Skills
Financial Analysis, Budget, Accounting, Financial Modeling, Budgets, Financial Reporting, Due Diligence, Corporate Finance, Finance, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelors, Accounting and Information Systems
Tanner Murphy Tanner Murphy's Satori Capital Experience June 2013 - August 2013
Job Equity/Industry Research Associate Automobiles/Auto Parts at Bloomberg LP
Industry Oil & Energy
Experience
Bloomberg LP June 2014 - Present
William C. Conner Educational Investment Fund August 2013 - May 2014
M.J. Neeley School of Business August 2012 - May 2014
Sigma Phi Epsilon TX Gamma December 2012 - December 2013
Satori Capital June 2013 - August 2013
Energy & Exploration Partners October 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Sigma Phi Epsilon TX Gamma January 2011 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Analytical Skills, Teamwork, Hardworking, PowerPoint, Public Speaking, Research, Management, Budgets, Accounting
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration, Finance Major and Accounting Minor, 3.92/4.0
Bloomberg LP June 2014 - Present
William C. Conner Educational Investment Fund August 2013 - May 2014
M.J. Neeley School of Business August 2012 - May 2014
Sigma Phi Epsilon TX Gamma December 2012 - December 2013
Satori Capital June 2013 - August 2013
Energy & Exploration Partners October 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Sigma Phi Epsilon TX Gamma January 2011 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Analytical Skills, Teamwork, Hardworking, PowerPoint, Public Speaking, Research, Management, Budgets, Accounting
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration, Finance Major and Accounting Minor, 3.92/4.0
Andrew Duenner's Satori Capital Experience July 2012 - September 2012
Job Mechanical Engineering Student at The University of Texas at Austin
Industry Mechanical or Industrial Engineering
Experience
The University of Texas at Austin June 2015 - Present
Oklahoma Forge, Inc. 2012 - Present
Satori Capital July 2012 - September 2012
EDS Financial Trading and Technology Center August 2011 - May 2012
Jefferies & Company June 2011 - August 2011
Sony Computer Entertainment America May 2010 - July 2010
Power 10 Solutions May 2009 - October 2009
Crisis Intervention of Houston 2008 - 2008
Skills
Mechanical Engineering, Engineering, Microsoft Excel, Solidworks, Matlab, PLC Programming, Financial Modeling, Corporate Finance, Investments, Investment Banking, Due Diligence, Valuation, Data Analysis, Energy, AutoCAD, Project Engineering, Analysis, Statistics, Business Valuation, Design for Manufacturing, PowerPoint, Process Engineering, Product Design, NI LabVIEW, Mechatronics, Microsoft Office, SolidWorks
Education
The University of Texas at Austin 2014 — 2016
Mechanical Engineering
University of Tulsa
Bachelor of Science (B.S.), Mechanical Engineering
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance
St. John's High School 2004 — 2008
The University of Texas at Austin June 2015 - Present
Oklahoma Forge, Inc. 2012 - Present
Satori Capital July 2012 - September 2012
EDS Financial Trading and Technology Center August 2011 - May 2012
Jefferies & Company June 2011 - August 2011
Sony Computer Entertainment America May 2010 - July 2010
Power 10 Solutions May 2009 - October 2009
Crisis Intervention of Houston 2008 - 2008
Skills
Mechanical Engineering, Engineering, Microsoft Excel, Solidworks, Matlab, PLC Programming, Financial Modeling, Corporate Finance, Investments, Investment Banking, Due Diligence, Valuation, Data Analysis, Energy, AutoCAD, Project Engineering, Analysis, Statistics, Business Valuation, Design for Manufacturing, PowerPoint, Process Engineering, Product Design, NI LabVIEW, Mechatronics, Microsoft Office, SolidWorks
Education
The University of Texas at Austin 2014 — 2016
Mechanical Engineering
University of Tulsa
Bachelor of Science (B.S.), Mechanical Engineering
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance
St. John's High School 2004 — 2008
Chad B. Cook Chad B. Cook's Satori Capital Experience January 2012 - Present
Job Long Term Private Equity Partner | Growing Sustainably Focused Companies | Significant Experience in Multiple Industries
Industry Venture Capital & Private Equity
Experience
Satori Capital January 2012 - Present
TurnPoint Capital Partners November 2008 - December 2011
MHT Partners October 2005 - September 2008
GreatLodge March 2003 - August 2005
Consolidated Container Company 1999 - 2003
Electronic Data Systems (EDS) 1993 - 1996
Skills
Mergers, Manufacturing, Capital, Debt, Equities, M&A execution, Fundraising, Acquisition Integration, Private Equity, Valuation, Restructuring, Deal Sourcing, Investment Banking, Mezzanine, Financial Modeling, Corporate Development, Due Diligence, Strategy, Alternative Investments, Business Development, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Finance, Financial Analysis, LBO, Investments, M&A experience, Management, Financial Services, Business Valuation, Capital Raising, Growth Capital, Hedge Funds, Capital Structure, Debt Restructuring, Fund Of Funds, Board of Directors, Business Planning, Structured Finance, Divestitures, Private Placements, Corporate Finance, Portfolio Management, Start-ups, IPO, Financial Structuring, Investor Relations, Executive Management, Acquisitions
Education
Southern Methodist University - Cox School of Business 1991 — 1993
MBA, Finance
The University of Texas at Austin 1985 — 1989
BA, Economics
St. Marks School of Texas 1981 — 1985
High School Diploma
Satori Capital January 2012 - Present
TurnPoint Capital Partners November 2008 - December 2011
MHT Partners October 2005 - September 2008
GreatLodge March 2003 - August 2005
Consolidated Container Company 1999 - 2003
Electronic Data Systems (EDS) 1993 - 1996
Skills
Mergers, Manufacturing, Capital, Debt, Equities, M&A execution, Fundraising, Acquisition Integration, Private Equity, Valuation, Restructuring, Deal Sourcing, Investment Banking, Mezzanine, Financial Modeling, Corporate Development, Due Diligence, Strategy, Alternative Investments, Business Development, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Finance, Financial Analysis, LBO, Investments, M&A experience, Management, Financial Services, Business Valuation, Capital Raising, Growth Capital, Hedge Funds, Capital Structure, Debt Restructuring, Fund Of Funds, Board of Directors, Business Planning, Structured Finance, Divestitures, Private Placements, Corporate Finance, Portfolio Management, Start-ups, IPO, Financial Structuring, Investor Relations, Executive Management, Acquisitions
Education
Southern Methodist University - Cox School of Business 1991 — 1993
MBA, Finance
The University of Texas at Austin 1985 — 1989
BA, Economics
St. Marks School of Texas 1981 — 1985
High School Diploma
Cameron Dobson Cameron Dobson's Satori Capital Experience 2008 - 2009
Job Manager, ERP Solutions at RightStep Services
Industry Information Technology and Services
Experience
RightStep Services November 2011 - Present
Accenture June 2011 - November 2011
Accenture 2009 - November 2011
Alcon March 2008 - November 2009
Satori Capital 2008 - 2009
GameSource LTD 2004 - 2008
Skills
SAP R/3, SAP Portal, SAP Netweaver, Federal Government, DoD, Security Clearance, FI/CO, FM, SCM, SAP, SAP Implementation, SAP ERP, IT Service Management, Disaster Recovery, SD
Education
Texas Christian University
BBA, Business, Business Information Systems and Supply and Value Chain Management
RightStep Services November 2011 - Present
Accenture June 2011 - November 2011
Accenture 2009 - November 2011
Alcon March 2008 - November 2009
Satori Capital 2008 - 2009
GameSource LTD 2004 - 2008
Skills
SAP R/3, SAP Portal, SAP Netweaver, Federal Government, DoD, Security Clearance, FI/CO, FM, SCM, SAP, SAP Implementation, SAP ERP, IT Service Management, Disaster Recovery, SD
Education
Texas Christian University
BBA, Business, Business Information Systems and Supply and Value Chain Management
Samuel Male's Satori Capital Experience June 2013 - August 2013
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Graycourt Capital September 2013 - December 2013
Satori Capital June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Cash Flow Analysis, Cash Flow Lending, Credit Analysis, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Entrepreneurship, Management, Marketing Strategy, Bloomberg, Access, Valuation, PowerPoint, Investments, Investment Banking, Finance, Economics, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University 2009 — 2013
Bachelor of Science (B.S.), Economics with Financial Applications
Saint Xavier High School 2005 — 2009
William Blair & Company March 2015 - Present
Bank of America Merrill Lynch January 2014 - March 2015
Graycourt Capital September 2013 - December 2013
Satori Capital June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Cash Flow Analysis, Cash Flow Lending, Credit Analysis, Market Research, Microsoft Excel, Microsoft Office, Microsoft Word, Entrepreneurship, Management, Marketing Strategy, Bloomberg, Access, Valuation, PowerPoint, Investments, Investment Banking, Finance, Economics, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University 2009 — 2013
Bachelor of Science (B.S.), Economics with Financial Applications
Saint Xavier High School 2005 — 2009
Benjamin E. Blank's Satori Capital Experience 2014 - 2015
Job Investment Team Member & CCO at Virage Capital Management LP
Industry Venture Capital & Private Equity
Experience
Virage Capital Management LP 2015 - Present
Satori Capital 2014 - 2015
Combined Joint Task Force Phoenix 2008 - 2009
US Navy 2005 - 2007
The White House 2003 - 2003
Skills
Private Equity, Hedge Funds
Education
Dedman School of Law 2010 — 2014
Juris Doctor (J.D.)
London School of Economics 2011 — 2012
MSc
University of Notre Dame 2001 — 2004
BBA
United States Navy Officer Candidate School 2004 — 2004
Virage Capital Management LP 2015 - Present
Satori Capital 2014 - 2015
Combined Joint Task Force Phoenix 2008 - 2009
US Navy 2005 - 2007
The White House 2003 - 2003
Skills
Private Equity, Hedge Funds
Education
Dedman School of Law 2010 — 2014
Juris Doctor (J.D.)
London School of Economics 2011 — 2012
MSc
University of Notre Dame 2001 — 2004
BBA
United States Navy Officer Candidate School 2004 — 2004
Adam Scheer Adam Scheer's Satori Capital Experience March 2014 - Present
Job Director of Business Development at Satori Capital
Industry Investment Management
Experience
Satori Capital March 2014 - Present
Magnetar Capital 2008 - 2010
Fir Tree Partners 2004 - 2008
AQR Capital Management 2003 - 2004
Goldman Sachs 2002 - 2003
Skills
Asset Management, Hedge Funds, Investments, Portfolio Management
Education
Lafayette College 1998 — 2002
Bachelor of Arts (B.A.), International Economics
Satori Capital March 2014 - Present
Magnetar Capital 2008 - 2010
Fir Tree Partners 2004 - 2008
AQR Capital Management 2003 - 2004
Goldman Sachs 2002 - 2003
Skills
Asset Management, Hedge Funds, Investments, Portfolio Management
Education
Lafayette College 1998 — 2002
Bachelor of Arts (B.A.), International Economics
Robert Landers Robert Landers's Satori Capital Experience June 2011 - August 2011
Job Independent Contractor at Chevron
Industry Oil & Energy
Experience
Chevron October 2013 - Present
Accenture October 2012 - October 2013
Kellogg School of Management September 2010 - June 2012
Satori Capital June 2011 - August 2011
Waveland Investments March 2011 - June 2011
Accenture May 2006 - September 2010
Skills
Financial Modeling, Market Entry, Management Consulting, Private Equity, Strategy, Valuation, Due Diligence, Business Strategy, Mergers, Investment Banking, Acquisition Integration, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance & Entrepreneurship
The University of Texas at Austin 2002 — 2004
Bachelor of Business Administration (BBA), Accounting
Chevron October 2013 - Present
Accenture October 2012 - October 2013
Kellogg School of Management September 2010 - June 2012
Satori Capital June 2011 - August 2011
Waveland Investments March 2011 - June 2011
Accenture May 2006 - September 2010
Skills
Financial Modeling, Market Entry, Management Consulting, Private Equity, Strategy, Valuation, Due Diligence, Business Strategy, Mergers, Investment Banking, Acquisition Integration, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance & Entrepreneurship
The University of Texas at Austin 2002 — 2004
Bachelor of Business Administration (BBA), Accounting
AJ Dye AJ Dye's Satori Capital Experience November 2010 - February 2011
Job Strategic Energy & Technology Investor
Industry Venture Capital & Private Equity
Experience
Delta Electronics Capital April 2011 - Present
Rocky Mountain Venture Capital Association July 2015 - Present
Blackstone Entrepreneurs Network Colorado April 2015 - Present
SynCardia Systems, Inc. February 2015 - Present
Wells Fargo / NREL Cleantech Innovation Incubator (IN2) October 2014 - Present
HZO July 2014 - Present
Satori Capital November 2010 - February 2011
SJF Ventures January 2010 - December 2010
Dunning Capital May 2010 - August 2010
Natural Capital Investment Fund October 2009 - March 2010
Skills
Cleantech, Renewable Energy, Venture Capital, Private Equity, Due Diligence, Financial Modeling, Valuation, Sustainability, Start-ups, Mergers & Acquisitions, Energy, Corporate Finance, Investments, Investment Banking, Leadership, Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Sustainable Enterprise, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business
BSBA, Finance, International Business
Danish Institute for Study Abroad
Economics, International Finance
Delta Electronics Capital April 2011 - Present
Rocky Mountain Venture Capital Association July 2015 - Present
Blackstone Entrepreneurs Network Colorado April 2015 - Present
SynCardia Systems, Inc. February 2015 - Present
Wells Fargo / NREL Cleantech Innovation Incubator (IN2) October 2014 - Present
HZO July 2014 - Present
Satori Capital November 2010 - February 2011
SJF Ventures January 2010 - December 2010
Dunning Capital May 2010 - August 2010
Natural Capital Investment Fund October 2009 - March 2010
Skills
Cleantech, Renewable Energy, Venture Capital, Private Equity, Due Diligence, Financial Modeling, Valuation, Sustainability, Start-ups, Mergers & Acquisitions, Energy, Corporate Finance, Investments, Investment Banking, Leadership, Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Sustainable Enterprise, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business
BSBA, Finance, International Business
Danish Institute for Study Abroad
Economics, International Finance
James Gorski's Satori Capital Experience April 2015 - Present
Job Associate at Satori Alpha
Industry Financial Services
Experience
Satori Capital April 2015 - Present
US Trust May 2012 - April 2015
US Army March 2009 - September 2010
Lummis Asset Management September 2008 - February 2009
Kleinheinz Capital Partners February 2008 - March 2008
Conversion Associates June 2007 - August 2007
Weil Gotshal and Manges June 2006 - August 2006
Kleinheinz Capital Partners January 2006 - February 2006
Skills
Research, Data Analysis, Financial Modeling, Valuation, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Analysis, Editing, Portfolio Management, Equities
Education
TCU 2010 — 2012
MBA, Finance and Investments
The Tuck School of Business at Dartmouth 2008 — 2008
Summer Bridge Program
Middlebury College 2004 — 2008
Bachelor of Arts, English
Middlebury College 2005 — 2005
Arabic
Satori Capital April 2015 - Present
US Trust May 2012 - April 2015
US Army March 2009 - September 2010
Lummis Asset Management September 2008 - February 2009
Kleinheinz Capital Partners February 2008 - March 2008
Conversion Associates June 2007 - August 2007
Weil Gotshal and Manges June 2006 - August 2006
Kleinheinz Capital Partners January 2006 - February 2006
Skills
Research, Data Analysis, Financial Modeling, Valuation, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Analysis, Editing, Portfolio Management, Equities
Education
TCU 2010 — 2012
MBA, Finance and Investments
The Tuck School of Business at Dartmouth 2008 — 2008
Summer Bridge Program
Middlebury College 2004 — 2008
Bachelor of Arts, English
Middlebury College 2005 — 2005
Arabic
Stan Finch Stan Finch's Satori Capital Experience June 2011 - August 2011
Job President & CoFounder at Muse Paintbar
Industry Entertainment
Experience
Muse Paintbar March 2012 - Present
Satori Capital June 2011 - August 2011
The Boston Consulting Group October 2006 - August 2010
Endeavor July 2009 - March 2010
Skills
Valuation, Strategy, Financial Modeling, Management Consulting, Business Strategy, Corporate Development, Strategic Planning, Due Diligence
Education
Harvard Business School 2010 — 2012
MBA
Northwestern University 2005 — 2006
MS, Industrial Engineering and Management Sciences
Northwestern University 2001 — 2005
BA, Economics and Legal Studies
Muse Paintbar March 2012 - Present
Satori Capital June 2011 - August 2011
The Boston Consulting Group October 2006 - August 2010
Endeavor July 2009 - March 2010
Skills
Valuation, Strategy, Financial Modeling, Management Consulting, Business Strategy, Corporate Development, Strategic Planning, Due Diligence
Education
Harvard Business School 2010 — 2012
MBA
Northwestern University 2005 — 2006
MS, Industrial Engineering and Management Sciences
Northwestern University 2001 — 2005
BA, Economics and Legal Studies
Robert Kim's Satori Capital Experience June 2012 - August 2012
Job Associate & Investment Analyst at The CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group October 2013 - Present
Bronze Investments January 2013 - October 2013
Social Venture Fund September 2011 - April 2013
Satori Capital June 2012 - August 2012
Stage 2 Innovations January 2012 - May 2012
Accenture February 2010 - August 2011
Accenture April 2008 - January 2010
Accenture September 2005 - March 2008
Skills
Venture Capital, Business Strategy, Business Planning, Product Management, Mobile, Product Development, Strategic Planning, Financial Modeling, Analytics, Marketing Strategy, Competitive Analysis, Market Entry, Product Marketing, Due Diligence, Wireless, Telecommunications, Product Strategy, Mobile Technology, Advertising, Mobile Analytics, Clean Technology, Educational Technology, Business Development, Market Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance and Entrepreneurship
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
University High School
The CAPROCK Group October 2013 - Present
Bronze Investments January 2013 - October 2013
Social Venture Fund September 2011 - April 2013
Satori Capital June 2012 - August 2012
Stage 2 Innovations January 2012 - May 2012
Accenture February 2010 - August 2011
Accenture April 2008 - January 2010
Accenture September 2005 - March 2008
Skills
Venture Capital, Business Strategy, Business Planning, Product Management, Mobile, Product Development, Strategic Planning, Financial Modeling, Analytics, Marketing Strategy, Competitive Analysis, Market Entry, Product Marketing, Due Diligence, Wireless, Telecommunications, Product Strategy, Mobile Technology, Advertising, Mobile Analytics, Clean Technology, Educational Technology, Business Development, Market Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance and Entrepreneurship
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
University High School
Sanjiv Ahluwalia's Satori Capital Experience March 2011 - May 2011
Job GlobalStep
Industry Market Research
Experience
GlobalStep October 2012 - Present
Highland Capital Management, L.P. June 2012 - September 2012
Shenkman Capital Management May 2011 - August 2011
Satori Capital March 2011 - May 2011
Skills
Marketing, Marketing Strategy, B2B Marketing Strategy, Business Development, Account Management, Global Business..., Microsoft Excel, Sports Analysis, Video Analytics, Private Equity, Equity Valuation, Market Research, Performance Analysis, Corporate Development, Quality Assurance, Corporate Growth, Software Testing Life..., Bloomberg, Hedge Funds, Equity Research, FX trading, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
GlobalStep October 2012 - Present
Highland Capital Management, L.P. June 2012 - September 2012
Shenkman Capital Management May 2011 - August 2011
Satori Capital March 2011 - May 2011
Skills
Marketing, Marketing Strategy, B2B Marketing Strategy, Business Development, Account Management, Global Business..., Microsoft Excel, Sports Analysis, Video Analytics, Private Equity, Equity Valuation, Market Research, Performance Analysis, Corporate Development, Quality Assurance, Corporate Growth, Software Testing Life..., Bloomberg, Hedge Funds, Equity Research, FX trading, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Colin Mcconnell's Satori Capital Experience June 2009 - August 2013
Job Associate at JP Morgan
Industry Investment Management
Experience
J.P. Morgan August 2013 - Present
Satori Capital June 2009 - August 2013
Victory Partners, LLC April 2008 - May 2009
Joe W. Fly Co., Inc. May 2005 - June 2007
Concussion Interactive July 2004 - May 2005
Skills
Financial Planners, Investments, Valuation, Portfolio Management, Financial Modeling, Business Development, Mergers & Acquisitions, Marketing, Corporate Finance, Finance, Management, Private Equity, Financial Analysis, Investor Relations, Equities, Venture Capital, Investment Banking, Corporate Development, Due Diligence, Start-ups
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Corporate Finance
The University of Texas at Austin 2000 — 2004
BA, Political Science & Business
J.P. Morgan August 2013 - Present
Satori Capital June 2009 - August 2013
Victory Partners, LLC April 2008 - May 2009
Joe W. Fly Co., Inc. May 2005 - June 2007
Concussion Interactive July 2004 - May 2005
Skills
Financial Planners, Investments, Valuation, Portfolio Management, Financial Modeling, Business Development, Mergers & Acquisitions, Marketing, Corporate Finance, Finance, Management, Private Equity, Financial Analysis, Investor Relations, Equities, Venture Capital, Investment Banking, Corporate Development, Due Diligence, Start-ups
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Corporate Finance
The University of Texas at Austin 2000 — 2004
BA, Political Science & Business
Peter Shih's Satori Capital Experience August 2014 - August 2015
Job Associate at Cisco Investments
Industry Venture Capital & Private Equity
Experience
Cisco September 2015 - Present
Satori Capital August 2014 - August 2015
Aeris Partners October 2011 - June 2014
The Abernathy MacGregor Group June 2010 - August 2010
National Labor Relations Board June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Stata, Economics, Research, Data Analysis, Corporate Finance
Education
Amherst College 2007 — 2011
B.A., Law, Jurisprudence, and Social Thought - Economics
Cisco September 2015 - Present
Satori Capital August 2014 - August 2015
Aeris Partners October 2011 - June 2014
The Abernathy MacGregor Group June 2010 - August 2010
National Labor Relations Board June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Stata, Economics, Research, Data Analysis, Corporate Finance
Education
Amherst College 2007 — 2011
B.A., Law, Jurisprudence, and Social Thought - Economics
Claire McInnis's Satori Capital Experience April 2011 - Present
Job Controller at Satori Capital
Industry Accounting
Experience
Satori Capital April 2011 - Present
PricewaterhouseCoopers June 2002 - April 2011
PricewaterhouseCoopers June 2006 - June 2009
Handango June 2000 - June 2002
Skills
Accounting, CPA, US GAAP, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Accounting, External Audit, Financial Reporting, Auditing, Private Equity, Revenue Recognition
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2000
MPA, Accounting
Providence College 1995 — 1997
Accounting
Trinity Valley School
Satori Capital April 2011 - Present
PricewaterhouseCoopers June 2002 - April 2011
PricewaterhouseCoopers June 2006 - June 2009
Handango June 2000 - June 2002
Skills
Accounting, CPA, US GAAP, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Accounting, External Audit, Financial Reporting, Auditing, Private Equity, Revenue Recognition
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2000
MPA, Accounting
Providence College 1995 — 1997
Accounting
Trinity Valley School
Andres Churin's Satori Capital Experience August 2012 - February 2014
Job Associate at Dos Rios Partners
Industry Investment Management
Experience
Dos Rios Partners February 2014 - Present
Satori Capital August 2012 - February 2014
Goldman Sachs July 2010 - July 2012
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investments, Investment Banking, Equities, Hedge Funds, Bloomberg, Finance, Corporate Finance, Equity Research, Venture Capital
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Business Honors and Finance
Dos Rios Partners February 2014 - Present
Satori Capital August 2012 - February 2014
Goldman Sachs July 2010 - July 2012
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investments, Investment Banking, Equities, Hedge Funds, Bloomberg, Finance, Corporate Finance, Equity Research, Venture Capital
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Business Honors and Finance