Serent Capital
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Serent Capital Employees
Employee
Years
Job
Industry
Jeffrey Feng Jeffrey Feng's Serent Capital Experience February 2015 - May 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
The Presidio Group LLC May 2015 - August 2015
Serent Capital February 2015 - May 2015
Stifel Financial Corp. September 2014 - January 2015
Guardian Life April 2014 - September 2014
Skills
Financial Analysis, Entrepreneurship, Research, Customer Service, Public Speaking, Business Networking, Business Analysis, Investments, Stock Management, Market Research, Networking, Market Analysis, Business Development, Competitive Analysis, Investment Management, Revenue Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Leadership, Social Media, Sales
Education
University of California, Berkeley
Cumulative GPA: 4.00/4.00
The Presidio Group LLC May 2015 - August 2015
Serent Capital February 2015 - May 2015
Stifel Financial Corp. September 2014 - January 2015
Guardian Life April 2014 - September 2014
Skills
Financial Analysis, Entrepreneurship, Research, Customer Service, Public Speaking, Business Networking, Business Analysis, Investments, Stock Management, Market Research, Networking, Market Analysis, Business Development, Competitive Analysis, Investment Management, Revenue Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Leadership, Social Media, Sales
Education
University of California, Berkeley
Cumulative GPA: 4.00/4.00
Connie Lin Connie Lin's Serent Capital Experience May 2012 - August 2012
Job Associate Account Strategist at Google
Industry Financial Services
Experience
Google September 2014 - Present
Rockbot March 2014 - May 2014
Spotify August 2013 - December 2013
Andreessen Horowitz May 2013 - December 2013
Apple May 2013 - August 2013
Serent Capital May 2012 - August 2012
Cisco Systems February 2012 - May 2012
Bay Area Council August 2011 - November 2011
Warner Music Group July 2011 - August 2011
eBay Inc July 2010 - August 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration, 3.9/4.0
Shanghai American School 2007 — 2010
Google September 2014 - Present
Rockbot March 2014 - May 2014
Spotify August 2013 - December 2013
Andreessen Horowitz May 2013 - December 2013
Apple May 2013 - August 2013
Serent Capital May 2012 - August 2012
Cisco Systems February 2012 - May 2012
Bay Area Council August 2011 - November 2011
Warner Music Group July 2011 - August 2011
eBay Inc July 2010 - August 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration, 3.9/4.0
Shanghai American School 2007 — 2010
Sunny Huang's Serent Capital Experience January 2014 - May 2014
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
Square October 2014 - December 2014
FMV Opinions, Inc. May 2014 - August 2014
Serent Capital January 2014 - May 2014
Canadian High Schools Model UN April 2010 - June 2012
Skills
Public Speaking, Debate, Leadership, Research, Organization, International Relations, Social Media, Event Management, public relations, Speech Writing, Policy Analysis, Public Policy, Nonprofits, English, Public Relations, Fundraising
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree, Business Administration
Crofton House School 2009 — 2010
Shanghai American School 2008 — 2009
Goldman Sachs June 2015 - August 2015
Square October 2014 - December 2014
FMV Opinions, Inc. May 2014 - August 2014
Serent Capital January 2014 - May 2014
Canadian High Schools Model UN April 2010 - June 2012
Skills
Public Speaking, Debate, Leadership, Research, Organization, International Relations, Social Media, Event Management, public relations, Speech Writing, Policy Analysis, Public Policy, Nonprofits, English, Public Relations, Fundraising
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree, Business Administration
Crofton House School 2009 — 2010
Shanghai American School 2008 — 2009
Stewart Lynn Stewart Lynn's Serent Capital Experience August 2013 - Present
Job Vice President of Investing at Serent Capital
Industry Investment Management
Experience
Serent Capital August 2013 - Present
Commissions Inc. 2015 - Present
Mercury Network, LLC 2015 - Present
Stanford GSB and Law School 2009 - 2013
Seabury Group 2006 - 2013
GI Partners June 2012 - August 2012
Anthos Capital June 2011 - August 2011
Bain & Company 2003 - 2006
Skills
Due Diligence, Private Equity, Valuation, Management Consulting, Financial Modeling
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
Stanford University Law School 2009 — 2013
JD, Law
Northwestern University 2000 — 2004
BA, Economics, Mathematical Methods in Social Science (MMSS)
Serent Capital August 2013 - Present
Commissions Inc. 2015 - Present
Mercury Network, LLC 2015 - Present
Stanford GSB and Law School 2009 - 2013
Seabury Group 2006 - 2013
GI Partners June 2012 - August 2012
Anthos Capital June 2011 - August 2011
Bain & Company 2003 - 2006
Skills
Due Diligence, Private Equity, Valuation, Management Consulting, Financial Modeling
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
Stanford University Law School 2009 — 2013
JD, Law
Northwestern University 2000 — 2004
BA, Economics, Mathematical Methods in Social Science (MMSS)
Tanya Choo Tanya Choo's Serent Capital Experience May 2013 - August 2013
Job Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Serent Capital May 2013 - August 2013
Cisco Systems February 2013 - May 2013
Deloitte April 2013 - April 2013
Singpoli Capital June 2012 - August 2012
Universal Music Group May 2012 - August 2012
Skills
PowerPoint, Business Strategy, Public Speaking, Microsoft Excel, Financial Modeling, Corporate Finance, Valuation, Mergers & Acquisitions, Financial Analysis, Investments, Mandarin, Leadership, Social Media, Social Media Marketing, Research, Market Research, Strategy
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Santa Monica High School 2007 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Serent Capital May 2013 - August 2013
Cisco Systems February 2013 - May 2013
Deloitte April 2013 - April 2013
Singpoli Capital June 2012 - August 2012
Universal Music Group May 2012 - August 2012
Skills
PowerPoint, Business Strategy, Public Speaking, Microsoft Excel, Financial Modeling, Corporate Finance, Valuation, Mergers & Acquisitions, Financial Analysis, Investments, Mandarin, Leadership, Social Media, Social Media Marketing, Research, Market Research, Strategy
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Santa Monica High School 2007 — 2011
Felix Huang Felix Huang's Serent Capital Experience October 2011 - May 2012
Job Business Analyst at Accenture
Industry Management Consulting
Experience
Accenture September 2014 - Present
Alpha Beta Consulting August 2011 - May 2014
Accenture June 2013 - August 2013
FTI Consulting June 2012 - August 2012
Serent Capital October 2011 - May 2012
Sanebox August 2011 - December 2011
Skills
Economics, Non-profits, Entrepreneurship, Business Strategy, Strategic Consulting, Fundraising, Strategic Planning, Marketing Strategy, Equity Research, Market Analysis, Start-ups, Qualitative Research, Nonprofits, Training, Business Development, Strategic Communications, Sales, Consulting, Leadership, Microsoft Excel, PowerPoint
Education
University of California, Berkeley 2010 — 2014
B.A., Economics
Accenture September 2014 - Present
Alpha Beta Consulting August 2011 - May 2014
Accenture June 2013 - August 2013
FTI Consulting June 2012 - August 2012
Serent Capital October 2011 - May 2012
Sanebox August 2011 - December 2011
Skills
Economics, Non-profits, Entrepreneurship, Business Strategy, Strategic Consulting, Fundraising, Strategic Planning, Marketing Strategy, Equity Research, Market Analysis, Start-ups, Qualitative Research, Nonprofits, Training, Business Development, Strategic Communications, Sales, Consulting, Leadership, Microsoft Excel, PowerPoint
Education
University of California, Berkeley 2010 — 2014
B.A., Economics
Roseann Zhong's Serent Capital Experience January 2012 - May 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
Credit Suisse July 2014 - May 2015
Amgen June 2014 - July 2014
UC Berkeley August 2010 - December 2013
Credit Suisse June 2013 - August 2013
Serent Capital January 2012 - May 2012
Campus Entertainment, LLC September 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Associated Students of University of California September 2010 - May 2011
Skills
Excel, Microsoft Office, Photoshop, PowerPoint, Research, Financial Modeling, Microsoft Excel, Microsoft Word, Financial Analysis, Data Analysis, Investments, Economics, Investment Banking, Access
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Goldman Sachs June 2015 - Present
Credit Suisse July 2014 - May 2015
Amgen June 2014 - July 2014
UC Berkeley August 2010 - December 2013
Credit Suisse June 2013 - August 2013
Serent Capital January 2012 - May 2012
Campus Entertainment, LLC September 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Associated Students of University of California September 2010 - May 2011
Skills
Excel, Microsoft Office, Photoshop, PowerPoint, Research, Financial Modeling, Microsoft Excel, Microsoft Word, Financial Analysis, Data Analysis, Investments, Economics, Investment Banking, Access
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Ashby Foltz Ashby Foltz's Serent Capital Experience June 2014 - Present
Job Investment Associate at Serent Capital
Industry Venture Capital & Private Equity
Experience
Serent Capital June 2014 - Present
McKinsey & Company August 2011 - May 2014
Insight Sourcing Group May 2009 - August 2010
285design 2003 - 2007
Skills
Strategy, Program Management, Entrepreneurship, Analysis, Marketing, Project Planning, Due Diligence, Sales, Procurement, Public Relations, Telecommunications, Investments, Sourcing, Finance, Private Equity, Time Management, Data Analysis, Financial Modeling, Management Consulting, Press Releases, Mergers & Acquisitions, Financial Analysis, Valuation, Competitive Analysis, Business Strategy
Education
Georgia Institute of Technology 2007 — 2011
B.S., Management
Governor's Honors Program 2006 — 2007
French
Wesleyan School 2003 — 2007
Serent Capital June 2014 - Present
McKinsey & Company August 2011 - May 2014
Insight Sourcing Group May 2009 - August 2010
285design 2003 - 2007
Skills
Strategy, Program Management, Entrepreneurship, Analysis, Marketing, Project Planning, Due Diligence, Sales, Procurement, Public Relations, Telecommunications, Investments, Sourcing, Finance, Private Equity, Time Management, Data Analysis, Financial Modeling, Management Consulting, Press Releases, Mergers & Acquisitions, Financial Analysis, Valuation, Competitive Analysis, Business Strategy
Education
Georgia Institute of Technology 2007 — 2011
B.S., Management
Governor's Honors Program 2006 — 2007
French
Wesleyan School 2003 — 2007
Ronak Ahir Ronak Ahir's Serent Capital Experience May 2014 - July 2014
Job Summer Associate at L.E.K. Consulting
Industry Higher Education
Experience
L.E.K. Consulting June 2015 - August 2015
Venture Strategy Solutions December 2013 - May 2015
Serent Capital May 2014 - July 2014
Cal Alumni Student Association May 2013 - May 2014
MergerTech Advisors January 2014 - April 2014
Venture Strategy Solutions December 2012 - December 2013
Sykes & Ray Equities (I) Ltd. June 2013 - July 2013
Venture Strategy Solutions September 2012 - December 2012
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2016
Leland High School 2008 — 2012
H.S. Diploma
L.E.K. Consulting June 2015 - August 2015
Venture Strategy Solutions December 2013 - May 2015
Serent Capital May 2014 - July 2014
Cal Alumni Student Association May 2013 - May 2014
MergerTech Advisors January 2014 - April 2014
Venture Strategy Solutions December 2012 - December 2013
Sykes & Ray Equities (I) Ltd. June 2013 - July 2013
Venture Strategy Solutions September 2012 - December 2012
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2016
Leland High School 2008 — 2012
H.S. Diploma
Phil Glazer's Serent Capital Experience February 2015 - April 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Bocage Capital LLC May 2015 - Present
Serent Capital February 2015 - April 2015
Anthos Capital October 2014 - December 2014
Capital Investments at Berkeley September 2013 - December 2014
Skills
Python, Microsoft Excel, PowerPoint, Ruby, Ruby on Rails, Git, Public Speaking, Equities
Education
University of California, Berkeley 2013 — 2017
Davis Senior High School 2009 — 2013
High School
Bocage Capital LLC May 2015 - Present
Serent Capital February 2015 - April 2015
Anthos Capital October 2014 - December 2014
Capital Investments at Berkeley September 2013 - December 2014
Skills
Python, Microsoft Excel, PowerPoint, Ruby, Ruby on Rails, Git, Public Speaking, Equities
Education
University of California, Berkeley 2013 — 2017
Davis Senior High School 2009 — 2013
High School
Daniel Tan Daniel Tan's Serent Capital Experience August 2011 - August 2013
Job Investment Professional at Permira
Industry Venture Capital & Private Equity
Experience
Permira June 2015 - Present
Serent Capital August 2011 - August 2013
Barclays Capital July 2009 - July 2011
Singapore Armed Forces 2003 - 2005
Skills
Private Equity, Investment Banking
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Vassar College 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music
United World College USA 2001 — 2003
International Baccalaureate
Permira June 2015 - Present
Serent Capital August 2011 - August 2013
Barclays Capital July 2009 - July 2011
Singapore Armed Forces 2003 - 2005
Skills
Private Equity, Investment Banking
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Vassar College 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music
United World College USA 2001 — 2003
International Baccalaureate
Omar Qureishi Omar Qureishi's Serent Capital Experience September 2015 - Present
Job Vice President at Serent Capital
Industry Financial Services
Experience
Serent Capital September 2015 - Present
National Basketball Association June 2014 - August 2014
Warburg Pincus August 2011 - July 2013
Barclays Capital July 2009 - July 2011
Skills
Economics, Capital Markets, Investment Banking, Private Equity, Bloomberg, Valuation, LBO, Financial Modeling, Investments, Due Diligence, Venture Capital
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2005 — 2009
BA, Economics and Math
Serent Capital September 2015 - Present
National Basketball Association June 2014 - August 2014
Warburg Pincus August 2011 - July 2013
Barclays Capital July 2009 - July 2011
Skills
Economics, Capital Markets, Investment Banking, Private Equity, Bloomberg, Valuation, LBO, Financial Modeling, Investments, Due Diligence, Venture Capital
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2005 — 2009
BA, Economics and Math
Stephanie Rios Stephanie Rios's Serent Capital Experience June 2015 - Present
Job Associate Director of Business Development at Serent Capital
Industry Venture Capital & Private Equity
Experience
Serent Capital June 2015 - Present
Harvey & Company LLC July 2013 - June 2015
Harvey & Company LLC October 2011 - June 2013
District Office of State Assemblyman Jim Silva July 2010 - May 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Real Estate, Valuation, Due Diligence, Economics, LBO, Venture Capital, Capital IQ, Business Valuation, Corporate Development, Mergers & Acquisitions, Investments, Acquisitions, Leveraged Finance, Bloomberg, Alternative Investments, Deal Sourcing, Equity Research, Equities, M&A experience, Buy-side, Asset Management, Finance, Industry Research, Competitive Analysis, DCF, Credit Analysis, Entrepreneurship, Market Research, Portfolio Management, Fixed Income, VBA, Mezzanine
Education
University of California, Irvine 2007 — 2011
B.A., Political Science, International Studies
Serent Capital June 2015 - Present
Harvey & Company LLC July 2013 - June 2015
Harvey & Company LLC October 2011 - June 2013
District Office of State Assemblyman Jim Silva July 2010 - May 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Real Estate, Valuation, Due Diligence, Economics, LBO, Venture Capital, Capital IQ, Business Valuation, Corporate Development, Mergers & Acquisitions, Investments, Acquisitions, Leveraged Finance, Bloomberg, Alternative Investments, Deal Sourcing, Equity Research, Equities, M&A experience, Buy-side, Asset Management, Finance, Industry Research, Competitive Analysis, DCF, Credit Analysis, Entrepreneurship, Market Research, Portfolio Management, Fixed Income, VBA, Mezzanine
Education
University of California, Irvine 2007 — 2011
B.A., Political Science, International Studies
Sagar Kalbag Sagar Kalbag's Serent Capital Experience January 2014 - May 2014
Job Investment Banking Summer Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2015 - Present
Venture Strategy Solutions January 2015 - May 2015
Bridge Street Advisors May 2014 - August 2014
Serent Capital January 2014 - May 2014
Endorse.me April 2013 - April 2014
Venture Strategy Solutions January 2013 - December 2013
Venture Strategy Solutions September 2012 - December 2012
Skills
Market Research, Marketing Strategy, Team Leadership, Competitive Analysis, Public Speaking, Microsoft Office, Management Consulting, Capital IQ, Salesforce.com, Marketing, WordPress, Online Survey Design, HTML, CSS
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
Leland High School 2008 — 2012
Moelis & Company May 2015 - Present
Venture Strategy Solutions January 2015 - May 2015
Bridge Street Advisors May 2014 - August 2014
Serent Capital January 2014 - May 2014
Endorse.me April 2013 - April 2014
Venture Strategy Solutions January 2013 - December 2013
Venture Strategy Solutions September 2012 - December 2012
Skills
Market Research, Marketing Strategy, Team Leadership, Competitive Analysis, Public Speaking, Microsoft Office, Management Consulting, Capital IQ, Salesforce.com, Marketing, WordPress, Online Survey Design, HTML, CSS
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
Leland High School 2008 — 2012
Kevin Lin's Serent Capital Experience January 2013 - May 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Morgan Stanley June 2013 - December 2013
Serent Capital January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
AlbertMing Inc October 2011 - May 2012
Skills
Microsoft Office, Mandarin, Event Planning, PowerPoint, Microsoft Excel, Marketing Strategy, Facebook, Data Analysis, Spanish, Microsoft Word, Research, Event Management, Public Speaking, Capital IQ, Business Strategy, Private Equity, Investments, Financial Modeling
Education
University of California, Berkeley 2011 — 2015
Bachelor's Degree, Business Administration
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Morgan Stanley June 2013 - December 2013
Serent Capital January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
AlbertMing Inc October 2011 - May 2012
Skills
Microsoft Office, Mandarin, Event Planning, PowerPoint, Microsoft Excel, Marketing Strategy, Facebook, Data Analysis, Spanish, Microsoft Word, Research, Event Management, Public Speaking, Capital IQ, Business Strategy, Private Equity, Investments, Financial Modeling
Education
University of California, Berkeley 2011 — 2015
Bachelor's Degree, Business Administration
Anna Ning Anna Ning's Serent Capital Experience September 2013 - November 2013
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
Berkeley Consulting September 2012 - May 2015
Perella Weinberg Partners June 2014 - August 2014
Serent Capital September 2013 - November 2013
ReTargeter June 2013 - August 2013
Skills
Microsoft Office, HTML, Marketing, Social Media Marketing, Data Analysis, Microsoft Excel, Strategic Planning, Market Research, Social Media, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lynbrook High School 2007 — 2011
Perella Weinberg Partners July 2015 - Present
Berkeley Consulting September 2012 - May 2015
Perella Weinberg Partners June 2014 - August 2014
Serent Capital September 2013 - November 2013
ReTargeter June 2013 - August 2013
Skills
Microsoft Office, HTML, Marketing, Social Media Marketing, Data Analysis, Microsoft Excel, Strategic Planning, Market Research, Social Media, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lynbrook High School 2007 — 2011
Paddy Nopany's Serent Capital Experience December 2012 - May 2013
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Stanford University September 2015 - Present
The Blackstone Group June 2015 - August 2015
Econ One Research February 2015 - May 2015
U.S. Department of Education January 2014 - August 2014
The Berkeley Group August 2012 - December 2013
Rutberg & Company May 2013 - August 2013
Serent Capital December 2012 - May 2013
Berkeley Investment Group August 2012 - May 2013
Education
University of California, Berkeley 2012 — 2015
Bachelor of Arts (B.A.), Economics
Shanghai American School 2008 — 2012
Stanford University September 2015 - Present
The Blackstone Group June 2015 - August 2015
Econ One Research February 2015 - May 2015
U.S. Department of Education January 2014 - August 2014
The Berkeley Group August 2012 - December 2013
Rutberg & Company May 2013 - August 2013
Serent Capital December 2012 - May 2013
Berkeley Investment Group August 2012 - May 2013
Education
University of California, Berkeley 2012 — 2015
Bachelor of Arts (B.A.), Economics
Shanghai American School 2008 — 2012
Nabeela Virji's Serent Capital Experience November 2009 - February 2010
Job Diversity Programs Manager at Yelp
Industry Human Resources
Experience
Yelp September 2015 - Present
Yelp November 2014 - August 2015
Yelp May 2014 - October 2014
Yelp.com March 2011 - May 2014
Health Evolution Partners February 2010 - March 2011
Serent Capital November 2009 - February 2010
Bessemer Venture Partners August 2009 - October 2009
Law Offices of David N. Weiss September 2008 - September 2008
Dance Marathon at UCLA June 2007 - June 2008
UCLA Student Alumni Association June 2006 - June 2008
Skills
Leadership, Project Management, Social Media, Social Media Marketing, Time Management, Management, Event Planning, Online Advertising, Facebook, Public Speaking, Microsoft Excel, Salesforce.com, Marketing, Social Networking, PowerPoint, Event Management
Education
University of California, Los Angeles 2004 — 2009
B.A.
Yelp September 2015 - Present
Yelp November 2014 - August 2015
Yelp May 2014 - October 2014
Yelp.com March 2011 - May 2014
Health Evolution Partners February 2010 - March 2011
Serent Capital November 2009 - February 2010
Bessemer Venture Partners August 2009 - October 2009
Law Offices of David N. Weiss September 2008 - September 2008
Dance Marathon at UCLA June 2007 - June 2008
UCLA Student Alumni Association June 2006 - June 2008
Skills
Leadership, Project Management, Social Media, Social Media Marketing, Time Management, Management, Event Planning, Online Advertising, Facebook, Public Speaking, Microsoft Excel, Salesforce.com, Marketing, Social Networking, PowerPoint, Event Management
Education
University of California, Los Angeles 2004 — 2009
B.A.
Henry Hollis's Serent Capital Experience August 2012 - August 2012
Job Intern at CVC Capital Partners
Industry Financial Services
Experience
CVC Capital Partners August 2015 - Present
Macquarie Group June 2014 - June 2014
Serent Capital August 2012 - August 2012
San Antonio River Foundation June 2012 - July 2012
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.), Finance, Computer Information Systems
The Lawrenceville School 2009 — 2013
CVC Capital Partners August 2015 - Present
Macquarie Group June 2014 - June 2014
Serent Capital August 2012 - August 2012
San Antonio River Foundation June 2012 - July 2012
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.), Finance, Computer Information Systems
The Lawrenceville School 2009 — 2013
Terrance Bei's Serent Capital Experience June 2015 - Present
Job Investment Associate at Serent Capital
Industry Financial Services
Experience
Serent Capital June 2015 - Present
McKinsey & Company September 2013 - June 2015
Puddleworks, Inc. September 2011 - December 2014
Dartmouth College September 2009 - June 2013
Mitosis April 2012 - May 2013
Startup UCLA July 2012 - September 2012
ArchPoint Partners June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC September 2011 - December 2011
Greka Energy March 2011 - June 2011
Education
Dartmouth College 2009 — 2013
Bachelors
Laguna Creek High School 2005 — 2009
High School Diploma
Serent Capital June 2015 - Present
McKinsey & Company September 2013 - June 2015
Puddleworks, Inc. September 2011 - December 2014
Dartmouth College September 2009 - June 2013
Mitosis April 2012 - May 2013
Startup UCLA July 2012 - September 2012
ArchPoint Partners June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC September 2011 - December 2011
Greka Energy March 2011 - June 2011
Education
Dartmouth College 2009 — 2013
Bachelors
Laguna Creek High School 2005 — 2009
High School Diploma
Alan Nguyen's Serent Capital Experience May 2014 - August 2014
Job Finance & Strategy at Salesforce
Industry Financial Services
Experience
Berkeley Corporate Solutions August 2015 - Present
Salesforce June 2015 - Present
Berkeley Corporate Solutions July 2014 - March 2015
Serent Capital May 2014 - August 2014
Social Sector Solutions (S3), in partnership with McKinsey & Company January 2014 - May 2014
Skills
PowerPoint, Marketing Strategy, Teamwork, Microsoft Excel, Start-ups, Competitive Analysis, Strategic Planning, Strategy, Microsoft Office, Data Analysis, Corporate Finance, Financial Analysis, Project Management
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Evergreen Valley High School 2008 — 2012
Magna Cum Laude, AP Scholar with Distinction, 4.28 GPA
Berkeley Corporate Solutions August 2015 - Present
Salesforce June 2015 - Present
Berkeley Corporate Solutions July 2014 - March 2015
Serent Capital May 2014 - August 2014
Social Sector Solutions (S3), in partnership with McKinsey & Company January 2014 - May 2014
Skills
PowerPoint, Marketing Strategy, Teamwork, Microsoft Excel, Start-ups, Competitive Analysis, Strategic Planning, Strategy, Microsoft Office, Data Analysis, Corporate Finance, Financial Analysis, Project Management
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Evergreen Valley High School 2008 — 2012
Magna Cum Laude, AP Scholar with Distinction, 4.28 GPA
Karl Yang Karl Yang's Serent Capital Experience August 2012 - August 2013
Job Analyst at VSL Partners
Industry Venture Capital & Private Equity
Experience
VSL Partners October 2014 - Present
Lazard June 2014 - October 2014
Serent Capital August 2012 - August 2013
Skills
Financial Modeling, Mandarin, Financial Analysis, Economics, Corporate Finance, Market Research, PowerPoint, Valuation, Microsoft Excel, Microsoft Office, Bloomberg, Investments, Capital IQ, Investment Banking, Public Speaking, Data Analysis
Education
University of California, Berkeley 2010 — 2013
Bachelor of Science (BS), Business Administration
VSL Partners October 2014 - Present
Lazard June 2014 - October 2014
Serent Capital August 2012 - August 2013
Skills
Financial Modeling, Mandarin, Financial Analysis, Economics, Corporate Finance, Market Research, PowerPoint, Valuation, Microsoft Excel, Microsoft Office, Bloomberg, Investments, Capital IQ, Investment Banking, Public Speaking, Data Analysis
Education
University of California, Berkeley 2010 — 2013
Bachelor of Science (BS), Business Administration
Genevieve Crawford Genevieve Crawford's Serent Capital Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
Marshal L. Salant Investment Team February 2014 - Present
J.P. Morgan June 2015 - August 2015
Johns Hopkins University Milton S. Eisenhower Symposium April 2013 - April 2015
Serent Capital June 2014 - August 2014
MSF Enterprises, LLC June 2013 - August 2013
Johns Hopkins Spring Fair September 2012 - April 2013
CISV USA October 2011 - October 2012
East High Spotlight April 2011 - May 2012
BoldLeaders February 2011 - August 2011
We the People: The Citizen and the Constitution Competition August 2010 - May 2011
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Leadership, Spanish, International..., Economics, Public Relations, Statistics, Fundraising, Nonprofits
Education
The Johns Hopkins University 2012 — 2016
Economics and International Studies, minor in Financial Economics
University of Amsterdam 2015 — 2015
School of Social Sciences
UCL 2014 — 2014
Political Science and Government
East High School 2008 — 2012
Marshal L. Salant Investment Team February 2014 - Present
J.P. Morgan June 2015 - August 2015
Johns Hopkins University Milton S. Eisenhower Symposium April 2013 - April 2015
Serent Capital June 2014 - August 2014
MSF Enterprises, LLC June 2013 - August 2013
Johns Hopkins Spring Fair September 2012 - April 2013
CISV USA October 2011 - October 2012
East High Spotlight April 2011 - May 2012
BoldLeaders February 2011 - August 2011
We the People: The Citizen and the Constitution Competition August 2010 - May 2011
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Leadership, Spanish, International..., Economics, Public Relations, Statistics, Fundraising, Nonprofits
Education
The Johns Hopkins University 2012 — 2016
Economics and International Studies, minor in Financial Economics
University of Amsterdam 2015 — 2015
School of Social Sciences
UCL 2014 — 2014
Political Science and Government
East High School 2008 — 2012
Calvin Lee's Serent Capital Experience July 2012 - July 2013
Job Product Manager at Prosper Marketplace
Industry Information Technology and Services
Experience
Prosper Marketplace January 2014 - Present
Prosper Marketplace July 2013 - December 2013
Serent Capital July 2012 - July 2013
Goldman Sachs January 2010 - July 2012
Skills
Private Equity, Investment Banking, LBO, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Strategy, PowerPoint, Algorithms, Capital Markets, Java, SQL, IPO, Visual Basic, Financial Software..., Product Management, Software Development, Cross-functional Team..., Consumer Lending, Algorithmic Design
Education
Wharton School, University of Pennsylvania
Bachelor of Science in Economics, Accounting and Finance
University of Pennsylvania
Bachelor of Applied Science (BASc), Computer Science, Algorithms
Upper Canada College
Prosper Marketplace January 2014 - Present
Prosper Marketplace July 2013 - December 2013
Serent Capital July 2012 - July 2013
Goldman Sachs January 2010 - July 2012
Skills
Private Equity, Investment Banking, LBO, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Strategy, PowerPoint, Algorithms, Capital Markets, Java, SQL, IPO, Visual Basic, Financial Software..., Product Management, Software Development, Cross-functional Team..., Consumer Lending, Algorithmic Design
Education
Wharton School, University of Pennsylvania
Bachelor of Science in Economics, Accounting and Finance
University of Pennsylvania
Bachelor of Applied Science (BASc), Computer Science, Algorithms
Upper Canada College
Nicholas Long Nicholas Long's Serent Capital Experience June 2014 - Present
Job Associate at Serent Capital
Industry Management Consulting
Experience
Serent Capital June 2014 - Present
McKinsey & Company September 2011 - June 2014
Target June 2010 - August 2010
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Foreign Service (International Economics)
Saint Paul Academy
Saint Paul Academy
Saint Paul Academy
Serent Capital June 2014 - Present
McKinsey & Company September 2011 - June 2014
Target June 2010 - August 2010
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Foreign Service (International Economics)
Saint Paul Academy
Saint Paul Academy
Saint Paul Academy
Kevin Frick Kevin Frick's Serent Capital Experience March 2008 - Present
Job Partner, Serent Capital
Industry Investment Management
Experience
Serent Capital March 2008 - Present
McKinsey & Company July 1998 - February 2008
Deloitte Consulting June 1994 - September 1996
Skills
Corporate Development, Venture Capital, Private Equity, IPO, Valuation, Mergers & Acquisitions, Mergers, Due Diligence, LBO, M&A experience, Start-ups, Investment Banking, Financial Modeling, Market Entry, Business Valuation, Corporate Finance, Strategy, Acquisition Integration, Capital, Entrepreneurship, Restructuring, Profitable Growth, Growth Capital, Driving Growth, Building New Business, Strategic Leadership, Organizational..., Values-based Leadership
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
University of Michigan 1990 — 1994
BS, Electrical Engineering
Elkhart Memorial High School 1986 — 1990
Serent Capital March 2008 - Present
McKinsey & Company July 1998 - February 2008
Deloitte Consulting June 1994 - September 1996
Skills
Corporate Development, Venture Capital, Private Equity, IPO, Valuation, Mergers & Acquisitions, Mergers, Due Diligence, LBO, M&A experience, Start-ups, Investment Banking, Financial Modeling, Market Entry, Business Valuation, Corporate Finance, Strategy, Acquisition Integration, Capital, Entrepreneurship, Restructuring, Profitable Growth, Growth Capital, Driving Growth, Building New Business, Strategic Leadership, Organizational..., Values-based Leadership
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
University of Michigan 1990 — 1994
BS, Electrical Engineering
Elkhart Memorial High School 1986 — 1990
Kyle Hufford Kyle Hufford's Serent Capital Experience December 2014 - Present
Job Serent Capital
Industry Venture Capital & Private Equity
Experience
Serent Capital December 2014 - Present
Dinan & Company February 2011 - August 2014
Skills
Start-ups, Banking, Valuation, Mergers, Fundraising, Financial Analysis, Private Equity, Negotiation, Business Strategy, Leveraged Finance, Strategy, Corporate Development, Funding, Market Research
Education
Arizona State University, W. P. Carey School of Business
Bachelor's Degree, Business Management
Serent Capital December 2014 - Present
Dinan & Company February 2011 - August 2014
Skills
Start-ups, Banking, Valuation, Mergers, Fundraising, Financial Analysis, Private Equity, Negotiation, Business Strategy, Leveraged Finance, Strategy, Corporate Development, Funding, Market Research
Education
Arizona State University, W. P. Carey School of Business
Bachelor's Degree, Business Management
Chris Choi's Serent Capital Experience August 2008 - May 2014
Job CFO at Mom's Meals NourishCare | Your Nutrition Solution
Industry Health, Wellness and Fitness
Experience
Mom's Meals NourishCare Your Nutrition Solution May 2014 - Present
C2 Education June 2011 - May 2014
Cardon Healthcare Network, Inc. January 2011 - May 2014
Serent Capital August 2008 - May 2014
Cisco Systems 2007 - July 2008
Educasia, Inc. 2000 - 2007
Apax Partners 1998 - 2000
McKinsey & Company 1996 - 1998
Skills
Healthcare, Private Equity, Mergers, Investments, Business Strategy, Education, Financial Modeling, Acquisitions, Strategy, Strategic Planning, New Business Development, Consulting, Venture Capital, Corporate Development, Entrepreneurship, Financial Services, Due Diligence, Start-ups, Valuation, Management Consulting, Growth Capital, Corporate Finance, Executive Management, M&A experience, Investment Banking, Mergers & Acquisitions, Buyouts, Restructuring
Education
Harvard University 1992 — 1996
BA, Applied Mathematics, Economics
Mom's Meals NourishCare Your Nutrition Solution May 2014 - Present
C2 Education June 2011 - May 2014
Cardon Healthcare Network, Inc. January 2011 - May 2014
Serent Capital August 2008 - May 2014
Cisco Systems 2007 - July 2008
Educasia, Inc. 2000 - 2007
Apax Partners 1998 - 2000
McKinsey & Company 1996 - 1998
Skills
Healthcare, Private Equity, Mergers, Investments, Business Strategy, Education, Financial Modeling, Acquisitions, Strategy, Strategic Planning, New Business Development, Consulting, Venture Capital, Corporate Development, Entrepreneurship, Financial Services, Due Diligence, Start-ups, Valuation, Management Consulting, Growth Capital, Corporate Finance, Executive Management, M&A experience, Investment Banking, Mergers & Acquisitions, Buyouts, Restructuring
Education
Harvard University 1992 — 1996
BA, Applied Mathematics, Economics
Alvaro Javier Erize Alvaro Javier Erize's Serent Capital Experience March 2015 - Present
Job Vice President of Operations at Serent Capital
Industry Management Consulting
Experience
Serent Capital March 2015 - Present
Bain & Company February 2014 - March 2015
Bain & Company November 2011 - January 2014
Stanford Graduate School of Business September 2009 - June 2011
Bain & Company July 2010 - September 2010
Vuteq Argentina January 2008 - July 2009
Vuteq Argentina June 2006 - December 2007
GAIA S.A. 1997 - 2001
Skills
Management, Financial Modeling, Competitive Analysis, Business Strategy, Management Consulting, Entrepreneurship, Cross-functional Team..., Investments, Project Management, Financial Analysis, Business Planning, Negotiation, Strategy, Team Leadership, Valuation, Leadership, Economics, New Business Development, Product Marketing, Strategic Partnerships, Consulting, Business Process..., Risk Management, Training, Finance, Emerging Markets, Business Analysis, Start-ups, Due Diligence, Analytics, Human Resources, Market Entry, Analysis, Strategic Planning, Mergers & Acquisitions, Product Management, Manufacturing, Data Analysis, Marketing Strategy, Growth Strategies, Acquisition Integration, Corporate Development, Program Management, M&A experience, Market Analysis, Business Development, Sales, Strategic Consulting, International Business, Corporate Finance
Education
Stanford Graduate School of Business 2009 — 2011
Master, Business Administration
CFA-Chartered Financial Analyst 2005 — 2007
All (3) exams approved, FInance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2000 — 2006
Civil Engineer
Colegio Champagnat 1985 — 1997
Bachiller Orientación exactas
Serent Capital March 2015 - Present
Bain & Company February 2014 - March 2015
Bain & Company November 2011 - January 2014
Stanford Graduate School of Business September 2009 - June 2011
Bain & Company July 2010 - September 2010
Vuteq Argentina January 2008 - July 2009
Vuteq Argentina June 2006 - December 2007
GAIA S.A. 1997 - 2001
Skills
Management, Financial Modeling, Competitive Analysis, Business Strategy, Management Consulting, Entrepreneurship, Cross-functional Team..., Investments, Project Management, Financial Analysis, Business Planning, Negotiation, Strategy, Team Leadership, Valuation, Leadership, Economics, New Business Development, Product Marketing, Strategic Partnerships, Consulting, Business Process..., Risk Management, Training, Finance, Emerging Markets, Business Analysis, Start-ups, Due Diligence, Analytics, Human Resources, Market Entry, Analysis, Strategic Planning, Mergers & Acquisitions, Product Management, Manufacturing, Data Analysis, Marketing Strategy, Growth Strategies, Acquisition Integration, Corporate Development, Program Management, M&A experience, Market Analysis, Business Development, Sales, Strategic Consulting, International Business, Corporate Finance
Education
Stanford Graduate School of Business 2009 — 2011
Master, Business Administration
CFA-Chartered Financial Analyst 2005 — 2007
All (3) exams approved, FInance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2000 — 2006
Civil Engineer
Colegio Champagnat 1985 — 1997
Bachiller Orientación exactas
Barry Obrand Barry Obrand's Serent Capital Experience February 2009 - Present
Job Operating Partner at Serent Capital
Industry Investment Management
Experience
Serent Capital February 2009 - Present
Russell Reynolds Associates 1998 - February 2009
Voysys, Inc. 1994 - 1998
Xerox 1991 - 1994
Ashton-Tate 1987 - 1991
Airus, Inc 1986 - 1987
Businessland 1983 - 1985
Skills
Private Equity, Telecommunications, Mergers, Leadership, Venture Capital, Strategic Partnerships, Business Strategy, Management Consulting, Mergers & Acquisitions, Start-ups, Product Management, Business Planning, Management, Cross-functional Team..., Strategy, Marketing, Organizational..., Entrepreneurship, Competitive Analysis, Marketing Strategy, Corporate Development, Sales, Recruiting, Executive Management, Investments, Product Marketing, Strategic Planning, Consulting, Coaching, Acquisition Integration, New Business Development
Education
California State University-Long Beach 1965 — 1969
B.A., Political Science/Public Administration
Serent Capital February 2009 - Present
Russell Reynolds Associates 1998 - February 2009
Voysys, Inc. 1994 - 1998
Xerox 1991 - 1994
Ashton-Tate 1987 - 1991
Airus, Inc 1986 - 1987
Businessland 1983 - 1985
Skills
Private Equity, Telecommunications, Mergers, Leadership, Venture Capital, Strategic Partnerships, Business Strategy, Management Consulting, Mergers & Acquisitions, Start-ups, Product Management, Business Planning, Management, Cross-functional Team..., Strategy, Marketing, Organizational..., Entrepreneurship, Competitive Analysis, Marketing Strategy, Corporate Development, Sales, Recruiting, Executive Management, Investments, Product Marketing, Strategic Planning, Consulting, Coaching, Acquisition Integration, New Business Development
Education
California State University-Long Beach 1965 — 1969
B.A., Political Science/Public Administration
Tyler Fair Tyler Fair's Serent Capital Experience August 2011 - December 2014
Job Cofounder at SourceScrub
Industry Venture Capital & Private Equity
Experience
SourceScrub January 2015 - Present
Serent Capital August 2011 - December 2014
Harvey & Company LLC March 2008 - July 2011
Unanet Technologies 2006 - 2006
Azul Systems 2003 - 2004
Skills
Private Equity, Investments, Strategy, Venture Capital, Entrepreneurship, Valuation, Start-ups, Mergers & Acquisitions, Corporate Development, Investment Banking, Strategic Partnerships, Financial Modeling, LBO, Management
Education
University of Arizona 2003 — 2007
BHS
Wallstreet Prep
SourceScrub January 2015 - Present
Serent Capital August 2011 - December 2014
Harvey & Company LLC March 2008 - July 2011
Unanet Technologies 2006 - 2006
Azul Systems 2003 - 2004
Skills
Private Equity, Investments, Strategy, Venture Capital, Entrepreneurship, Valuation, Start-ups, Mergers & Acquisitions, Corporate Development, Investment Banking, Strategic Partnerships, Financial Modeling, LBO, Management
Education
University of Arizona 2003 — 2007
BHS
Wallstreet Prep
Nick Stoffregen's Serent Capital Experience August 2015 - Present
Job Associate at Serent Capital
Industry Venture Capital & Private Equity
Experience
Serent Capital August 2015 - Present
Bain & Company September 2014 - August 2015
Bain & Company September 2012 - September 2014
PwC Consulting June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business, Highest honors
Serent Capital August 2015 - Present
Bain & Company September 2014 - August 2015
Bain & Company September 2012 - September 2014
PwC Consulting June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Finance, International Business, Highest honors
David Kennedy's Serent Capital Experience September 2007 - Present
Job
Industry Investment Management
Experience
Serent Capital September 2007 - Present
ServiceSource 2003 - 2008
ServiceSource International, LLC January 2003 - February 2007
Crystal Springs Capital July 2001 - January 2003
McKinsey & Co October 1998 - April 2001
HJ Heinz June 1995 - September 1996
McKinsey & Co October 1992 - June 1995
Education
Stanford University 1996 — 1998
MA, International Policy Studies
Stanford University Graduate School of Business 1996 — 1998
MBA
University College Dublin 1991 — 1992
MBS, International Marketing
University College Dublin 1988 — 1991
B. Comm., Finance
Serent Capital September 2007 - Present
ServiceSource 2003 - 2008
ServiceSource International, LLC January 2003 - February 2007
Crystal Springs Capital July 2001 - January 2003
McKinsey & Co October 1998 - April 2001
HJ Heinz June 1995 - September 1996
McKinsey & Co October 1992 - June 1995
Education
Stanford University 1996 — 1998
MA, International Policy Studies
Stanford University Graduate School of Business 1996 — 1998
MBA
University College Dublin 1991 — 1992
MBS, International Marketing
University College Dublin 1988 — 1991
B. Comm., Finance
Lance Fenton's Serent Capital Experience August 2008 - Present
Job Partner at Serent Capital
Industry Financial Services
Experience
Serent Capital August 2008 - Present
Diamond Mind July 2014 - Present
Optimal Blue 2012 - Present
The Knowland Group 2012 - Present
Tricolor Auto Group, LLC 2010 - Present
Safety Services Company 2012 - Present
Strategic Fundraising 2010 - 2012
Alpine Investors June 2007 - August 2007
Fortress Investment Group June 2003 - August 2006
NYC BOE June 2002 - August 2004
Skills
Private Equity, Venture Capital, Investments, Valuation, Mergers, Strategy, Financial Modeling, Due Diligence, Start-ups, Capital, Corporate Development, Investment Banking, Financial Services, Financial Analysis, Mergers & Acquisitions, LBO, Corporate Finance, Business Strategy
Education
Stanford University Graduate School of Business 2006 — 2008
MBA, Business
City University of New York City College 2002 — 2004
MA, Social Studies - Secondary Education
Cornell University 1998 — 2002
Bachelor of Arts, History
Serent Capital August 2008 - Present
Diamond Mind July 2014 - Present
Optimal Blue 2012 - Present
The Knowland Group 2012 - Present
Tricolor Auto Group, LLC 2010 - Present
Safety Services Company 2012 - Present
Strategic Fundraising 2010 - 2012
Alpine Investors June 2007 - August 2007
Fortress Investment Group June 2003 - August 2006
NYC BOE June 2002 - August 2004
Skills
Private Equity, Venture Capital, Investments, Valuation, Mergers, Strategy, Financial Modeling, Due Diligence, Start-ups, Capital, Corporate Development, Investment Banking, Financial Services, Financial Analysis, Mergers & Acquisitions, LBO, Corporate Finance, Business Strategy
Education
Stanford University Graduate School of Business 2006 — 2008
MBA, Business
City University of New York City College 2002 — 2004
MA, Social Studies - Secondary Education
Cornell University 1998 — 2002
Bachelor of Arts, History
Aaron Dupuis's Serent Capital Experience June 2009 - May 2014
Job Managing Director at CVC Capital
Industry Venture Capital & Private Equity
Experience
CVC Capital Partners June 2014 - Present
Serent Capital June 2009 - May 2014
Welsh, Carson, Anderson & Stowe 2007 - 2009
Avery Weigh-Tronix 2005 - 2005
Avery Weigh-Tronix 2004 - 2005
Berkshire Partners 2001 - 2003
Bain & Company 1999 - 2001
Education
Stanford University Graduate School of Business 2006 — 2007
Williams College 1996 — 1999
BA, Economics
CVC Capital Partners June 2014 - Present
Serent Capital June 2009 - May 2014
Welsh, Carson, Anderson & Stowe 2007 - 2009
Avery Weigh-Tronix 2005 - 2005
Avery Weigh-Tronix 2004 - 2005
Berkshire Partners 2001 - 2003
Bain & Company 1999 - 2001
Education
Stanford University Graduate School of Business 2006 — 2007
Williams College 1996 — 1999
BA, Economics
Tina Bao's Serent Capital Experience July 2011 - July 2013
Job SVP, Marketing & Strategy at Aftermath Services LLC | Crime Scene Clean Up and Biohazard Removal Specialists
Industry Consumer Services
Experience
Aftermath Services Crime Scene Clean Up and Biohazard Removal Specialists January 2015 - Present
Aftermath Services LLC Crime Scene Clean Up and Biohazard Removal Specialists September 2013 - December 2014
Serent Capital July 2011 - July 2013
J.P. Morgan June 2009 - June 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Venture Capital, Bloomberg, Capital Markets, Corporate Development, Financial Analysis, Investments, Mergers, Analytics, Mergers & Acquisitions, Due Diligence, Strategy
Education
University of California, Berkeley 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Cupertino High School
High School
Aftermath Services Crime Scene Clean Up and Biohazard Removal Specialists January 2015 - Present
Aftermath Services LLC Crime Scene Clean Up and Biohazard Removal Specialists September 2013 - December 2014
Serent Capital July 2011 - July 2013
J.P. Morgan June 2009 - June 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Venture Capital, Bloomberg, Capital Markets, Corporate Development, Financial Analysis, Investments, Mergers, Analytics, Mergers & Acquisitions, Due Diligence, Strategy
Education
University of California, Berkeley 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Cupertino High School
High School
Nirupam Sinha's Serent Capital Experience 2008 - 2010
Job
Industry Venture Capital & Private Equity
Experience
FedBid, Inc. 2015 - Present
McKinsey & Company 2012 - 2015
Accretive, LLC 2011 - 2011
Serent Capital 2008 - 2010
McKinsey & Company 2005 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, Graduated with Honors
Yale University
BA, Political Science
FedBid, Inc. 2015 - Present
McKinsey & Company 2012 - 2015
Accretive, LLC 2011 - 2011
Serent Capital 2008 - 2010
McKinsey & Company 2005 - 2008
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, Graduated with Honors
Yale University
BA, Political Science
James McKenna's Serent Capital Experience July 2015 - Present
Job Vice President at Serent Capital
Industry Higher Education
Experience
Serent Capital July 2015 - Present
Mervin Manufacturing, Inc. June 2014 - August 2014
Rocketship Education August 2011 - July 2013
Friedman Fleischer & Lowe July 2009 - July 2011
Merrill Lynch July 2007 - March 2009
Skills
Financial Modeling, Venture Capital, Valuation, Private Equity, Financial Analysis, Strategy, Start-ups, Investments, Management Consulting, Investment Banking, Corporate Development, Business Strategy, Entrepreneurship, Corporate Finance, Due Diligence, Competitive Analysis
Education
Stanford University Graduate School of Business 2013 — 2015
Princeton University 2003 — 2007
Economics
The Lawrenceville School 1999 — 2003
Serent Capital July 2015 - Present
Mervin Manufacturing, Inc. June 2014 - August 2014
Rocketship Education August 2011 - July 2013
Friedman Fleischer & Lowe July 2009 - July 2011
Merrill Lynch July 2007 - March 2009
Skills
Financial Modeling, Venture Capital, Valuation, Private Equity, Financial Analysis, Strategy, Start-ups, Investments, Management Consulting, Investment Banking, Corporate Development, Business Strategy, Entrepreneurship, Corporate Finance, Due Diligence, Competitive Analysis
Education
Stanford University Graduate School of Business 2013 — 2015
Princeton University 2003 — 2007
Economics
The Lawrenceville School 1999 — 2003
Aman Alexander's Serent Capital Experience August 2009 - October 2012
Job Product Management Director Sunstone at CEB
Industry Human Resources
Experience
CEB June 2015 - Present
Sunstone Analytics January 2013 - June 2015
Serent Capital August 2009 - October 2012
McKinsey & Company August 2007 - June 2009
Skills
Team Management, Financial Modeling, Analytics, Venture Capital, Corporate Development, Strategy, Corporate Finance, Due Diligence, Private Equity, Valuation
Education
University of Pennsylvania 2003 — 2007
The Wharton School, BS Economics, Management and Finance
CEB June 2015 - Present
Sunstone Analytics January 2013 - June 2015
Serent Capital August 2009 - October 2012
McKinsey & Company August 2007 - June 2009
Skills
Team Management, Financial Modeling, Analytics, Venture Capital, Corporate Development, Strategy, Corporate Finance, Due Diligence, Private Equity, Valuation
Education
University of Pennsylvania 2003 — 2007
The Wharton School, BS Economics, Management and Finance
Arthur Peschansky's Serent Capital Experience July 2013 - July 2015
Job MBA Candidate at the Wharton School
Industry Venture Capital & Private Equity
Experience
Serent Capital July 2013 - July 2015
Rothschild June 2011 - June 2013
Kaplan Test Prep 2010 - 2011
Kaplan Test Prep 2010 - 2011
Skills
Ninja Skills, Analytics, Data Analysis, Microsoft Word, Microsoft Excel, Investments, Business Strategy, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Due Diligence, Corporate Finance, PowerPoint, Equities
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Technology / Venture Capital / Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Dual Degree, Accounting & Finance (BBA), Spanish (BA)
Serent Capital July 2013 - July 2015
Rothschild June 2011 - June 2013
Kaplan Test Prep 2010 - 2011
Kaplan Test Prep 2010 - 2011
Skills
Ninja Skills, Analytics, Data Analysis, Microsoft Word, Microsoft Excel, Investments, Business Strategy, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Due Diligence, Corporate Finance, PowerPoint, Equities
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Technology / Venture Capital / Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Dual Degree, Accounting & Finance (BBA), Spanish (BA)
Aravind Maran's Serent Capital Experience August 2015 - Present
Job Associate at Serent Capital
Industry Venture Capital & Private Equity
Experience
Serent Capital August 2015 - Present
Bain & Company October 2012 - July 2015
Acumen September 2014 - March 2015
Bain & Company June 2011 - August 2011
PricewaterhouseCoopers (PwC) June 2010 - August 2010
Mayo Clinic June 2009 - September 2009
Education
Northwestern University 2008 — 2012
B.A., Mathematical Methods in the Social Sciences, Economics, Financial Economics
Serent Capital August 2015 - Present
Bain & Company October 2012 - July 2015
Acumen September 2014 - March 2015
Bain & Company June 2011 - August 2011
PricewaterhouseCoopers (PwC) June 2010 - August 2010
Mayo Clinic June 2009 - September 2009
Education
Northwestern University 2008 — 2012
B.A., Mathematical Methods in the Social Sciences, Economics, Financial Economics
Harrison Ward's Serent Capital Experience August 2014 - Present
Job Associate at Serent Capital
Industry Financial Services
Experience
Serent Capital August 2014 - Present
Morgan Stanley June 2012 - August 2014
Oak Hill Investment Management March 2010 - January 2011
Skills
Financial Modeling, Investment Banking, Valuation, Equities, Due Diligence, Financial Analysis, Corporate Finance, Bloomberg, Entrepreneurship, Private Equity, Venture Capital
Education
Stanford University 2008 — 2012
Bachelor of Science (B.S.), Engineering
Brophy College Preparatory 2004 — 2008
Serent Capital August 2014 - Present
Morgan Stanley June 2012 - August 2014
Oak Hill Investment Management March 2010 - January 2011
Skills
Financial Modeling, Investment Banking, Valuation, Equities, Due Diligence, Financial Analysis, Corporate Finance, Bloomberg, Entrepreneurship, Private Equity, Venture Capital
Education
Stanford University 2008 — 2012
Bachelor of Science (B.S.), Engineering
Brophy College Preparatory 2004 — 2008
Christina Yu's Serent Capital Experience January 2014 - May 2014
Job
Industry Management Consulting
Experience
The Berkeley Group September 2012 - Present
The Boston Consulting Group June 2015 - August 2015
University of California, Berkeley, Haas School of Business January 2015 - May 2015
Microsoft June 2014 - August 2014
Serent Capital January 2014 - May 2014
Blum Center for Developing Economies June 2013 - August 2013
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Goldman School of Public Policy 2012 — 2016
Minor, Public Policy Analysis
The Berkeley Group September 2012 - Present
The Boston Consulting Group June 2015 - August 2015
University of California, Berkeley, Haas School of Business January 2015 - May 2015
Microsoft June 2014 - August 2014
Serent Capital January 2014 - May 2014
Blum Center for Developing Economies June 2013 - August 2013
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Goldman School of Public Policy 2012 — 2016
Minor, Public Policy Analysis