Shamrock Capital Advisors
Industry: Capital market company
DescriptionFounded: 1978 CFO: Peter Rivera Subsidiary: Recorded Books
Shamrock Capital Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Shamrock Capital Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Shamrock Capital Advisors Salaries. You can even request information on how much does Shamrock Capital Advisors pay if you want to. Learn about salaries, pros and cons of working for Shamrock Capital Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
21 Shamrock Capital Advisors employees in database. Find out everything there's to know about Shamrock Capital Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Shamrock Capital Advisors Employees
Employee
Years
Job
Industry
Kate Brennan Kate Brennan's Shamrock Capital Advisors Experience July 2006 - July 2008
Job Sr. Product Manager at SurveyMonkey
Industry Information Technology and Services
Experience
SurveyMonkey May 2014 - Present
SurveyMonkey February 2013 - May 2014
SurveyMonkey August 2010 - January 2013
Samasource June 2009 - August 2009
Shamrock Capital Advisors July 2006 - July 2008
JP Morgan 2003 - 2006
Skills
Start-ups, Private Equity, Financial Analysis, Strategic Partnerships, Product Launches, Marketing Communications, Product Launch, SaaS, Social Impact, Mergers & Acquisitions, Analytics, Business Development, Lead Generation, Product Management, Product Marketing, Mergers, Mobile Devices, E-commerce, Marketing Strategy, Strategy
Education
Stanford University Graduate School of Business 2008 — 2010
MBA 2010
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BA, Finance & Spanish
SurveyMonkey May 2014 - Present
SurveyMonkey February 2013 - May 2014
SurveyMonkey August 2010 - January 2013
Samasource June 2009 - August 2009
Shamrock Capital Advisors July 2006 - July 2008
JP Morgan 2003 - 2006
Skills
Start-ups, Private Equity, Financial Analysis, Strategic Partnerships, Product Launches, Marketing Communications, Product Launch, SaaS, Social Impact, Mergers & Acquisitions, Analytics, Business Development, Lead Generation, Product Management, Product Marketing, Mergers, Mobile Devices, E-commerce, Marketing Strategy, Strategy
Education
Stanford University Graduate School of Business 2008 — 2010
MBA 2010
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BA, Finance & Spanish
Igal Litovsky Igal Litovsky's Shamrock Capital Advisors Experience October 2002 - January 2010
Job Partner at Offit Capital Advisors
Industry Financial Services
Experience
Offit Capital Advisors July 2010 - Present
Shamrock Capital Advisors October 2002 - January 2010
Skills
Investment Management, Investment Advisory, Private Equity, Valuation, Alternative Investments, Business Strategy, Due Diligence, Equities, Investments, Strategy, Venture Capital, Hedge Funds, Investment Banking, Financial Modeling
Education
Harvard Business School 1996 — 1998
Master of Business Administration (MBA)
University of Chicago 1986 — 1990
B.A. and M.A., International Relations / Political Science
Offit Capital Advisors July 2010 - Present
Shamrock Capital Advisors October 2002 - January 2010
Skills
Investment Management, Investment Advisory, Private Equity, Valuation, Alternative Investments, Business Strategy, Due Diligence, Equities, Investments, Strategy, Venture Capital, Hedge Funds, Investment Banking, Financial Modeling
Education
Harvard Business School 1996 — 1998
Master of Business Administration (MBA)
University of Chicago 1986 — 1990
B.A. and M.A., International Relations / Political Science
Kevin Diestel Kevin Diestel's Shamrock Capital Advisors Experience August 2008 - July 2010
Job Vice President at Sapphire Ventures
Industry Financial Services
Experience
Sapphire Ventures, LLC June 2014 - Present
Sapphire Ventures, LLC August 2012 - June 2014
Rhythm NewMedia June 2011 - August 2011
Shamrock Capital Advisors August 2008 - July 2010
Merrill Lynch July 2006 - June 2008
Skills
Financial Modeling, Due Diligence, Private Equity, Venture Capital, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Banking, LBO, Business Strategy, Emerging Markets
Education
Stanford Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), Business Economics
Sapphire Ventures, LLC June 2014 - Present
Sapphire Ventures, LLC August 2012 - June 2014
Rhythm NewMedia June 2011 - August 2011
Shamrock Capital Advisors August 2008 - July 2010
Merrill Lynch July 2006 - June 2008
Skills
Financial Modeling, Due Diligence, Private Equity, Venture Capital, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Banking, LBO, Business Strategy, Emerging Markets
Education
Stanford Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), Business Economics
Kelli Fleming Kelli Fleming's Shamrock Capital Advisors Experience May 2014 - Present
Job Executive Assistant at Shamrock Capital Advisors
Industry Investment Management
Experience
Shamrock Capital Advisors May 2014 - Present
Eveleigh September 2012 - April 2014
Air Lease Corporation April 2010 - July 2012
Dimensional Fund Advisors August 2007 - June 2008
PPM America 2005 - 2006
HFR Asset Management, LLC December 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Equities, Alternative Investments, PowerPoint, Events Coordination, Corporate Events, Private Events, Coordinating Special..., Event Planning, Music Events, Media Events
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Double Major: Finance and Business Honors
Shamrock Capital Advisors May 2014 - Present
Eveleigh September 2012 - April 2014
Air Lease Corporation April 2010 - July 2012
Dimensional Fund Advisors August 2007 - June 2008
PPM America 2005 - 2006
HFR Asset Management, LLC December 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Equities, Alternative Investments, PowerPoint, Events Coordination, Corporate Events, Private Events, Coordinating Special..., Event Planning, Music Events, Media Events
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Double Major: Finance and Business Honors
Medalit Tay Medalit Tay's Shamrock Capital Advisors Experience September 2003 - April 2011
Job Media Relations & Special Projects Manager at Pasadena International Film Festival
Industry Entertainment
Experience
Pasadena International Film Festival November 2014 - Present
Havea Films August 2014 - November 2014
Ares Management September 2012 - May 2014
Ares Management January 2012 - September 2012
Shamrock Capital Advisors September 2003 - April 2011
Skills
HRIS Database Management, Human Resources, Onboarding, Event Planning, Private Equity, Microsoft Excel, Administration, Employee Relations, Microsoft Office, Microsoft Word, Marketing, PowerPoint, Event Management
Education
California State University-Los Angeles 2004 — 2006
Master of Arts (M.A.), Communication and Media Studies
California State University-Los Angeles 1998 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Pasadena International Film Festival November 2014 - Present
Havea Films August 2014 - November 2014
Ares Management September 2012 - May 2014
Ares Management January 2012 - September 2012
Shamrock Capital Advisors September 2003 - April 2011
Skills
HRIS Database Management, Human Resources, Onboarding, Event Planning, Private Equity, Microsoft Excel, Administration, Employee Relations, Microsoft Office, Microsoft Word, Marketing, PowerPoint, Event Management
Education
California State University-Los Angeles 2004 — 2006
Master of Arts (M.A.), Communication and Media Studies
California State University-Los Angeles 1998 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Adrian Wieshofer Adrian Wieshofer's Shamrock Capital Advisors Experience July 2015 - Present
Job Associate at Shamrock Capital Advisors
Industry Financial Services
Experience
Shamrock Capital Advisors July 2015 - Present
J.P. Morgan December 2013 - July 2015
J.P. Morgan June 2012 - December 2013
The Wharton School September 2008 - May 2012
J.P. Morgan June 2011 - August 2011
Eastern European Acquisition Pool June 2010 - July 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Finance, Corporate Development, Financial Modeling, Bloomberg, Private Equity, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS in Economics
RSM Erasmus Universiteit / Rotterdam School of Management 2010 — 2010
Study Abroad, Masters in Business
Shamrock Capital Advisors July 2015 - Present
J.P. Morgan December 2013 - July 2015
J.P. Morgan June 2012 - December 2013
The Wharton School September 2008 - May 2012
J.P. Morgan June 2011 - August 2011
Eastern European Acquisition Pool June 2010 - July 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Finance, Corporate Development, Financial Modeling, Bloomberg, Private Equity, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS in Economics
RSM Erasmus Universiteit / Rotterdam School of Management 2010 — 2010
Study Abroad, Masters in Business
Marshall Nu's Shamrock Capital Advisors Experience 2009 - 2011
Job Chief Operating Officer at App Annie
Industry Internet
Experience
App Annie January 2012 - Present
Draft Ventures September 2015 - Present
Shamrock Capital Advisors 2009 - 2011
AEG 2006 - 2009
Procinea Management LLC 2006 - 2006
Ernst & Young 2004 - 2006
Skills
Private Equity, Venture Capital, Digital Media, Media & Entertainment, China Business..., Start-ups, Finance, Fundraising, Operations Management, Business Strategy, Analytics, Corporate Development, Investments, Mergers & Acquisitions
Education
University of California, Los Angeles
Bachelor of Science (BS)
App Annie January 2012 - Present
Draft Ventures September 2015 - Present
Shamrock Capital Advisors 2009 - 2011
AEG 2006 - 2009
Procinea Management LLC 2006 - 2006
Ernst & Young 2004 - 2006
Skills
Private Equity, Venture Capital, Digital Media, Media & Entertainment, China Business..., Start-ups, Finance, Fundraising, Operations Management, Business Strategy, Analytics, Corporate Development, Investments, Mergers & Acquisitions
Education
University of California, Los Angeles
Bachelor of Science (BS)
Raj Bhatt, CFA Raj Bhatt, CFA's Shamrock Capital Advisors Experience September 2003 - September 2005
Job
Industry Venture Capital & Private Equity
Experience
The Riverside Company August 2008 - March 2011
Great Point Partners May 2007 - December 2007
Shamrock Capital Advisors September 2003 - September 2005
Credit Suisse July 2001 - July 2003
Deloitte Consulting May 2000 - August 2000
Gujarati Mandal of Calgary March 1998 - March 1999
Skills
Franchising, Private Equity, Healthcare, Mergers, Financial Modeling, Investments, Investment Banking, Due Diligence, Valuation, Financial Analysis, Corporate Finance, Entrepreneurship, Small Business, Consumer Services, M&A experience, Emerging Markets, Business Valuation, LBO, Alternative Investments, Finance, Leveraged Finance, Business Strategy, Mergers & Acquisitions, Executive Management, Equity Research, Growth Capital, Corporate Development
Education
Harvard Business School 2006 — 2008
MBA
CFA Institute 2003 — 2006
CFA Charter
The University of Calgary 1997 — 2001
Bachelor’s Degree
Rundle College 1994 — 1997
High School
The Riverside Company August 2008 - March 2011
Great Point Partners May 2007 - December 2007
Shamrock Capital Advisors September 2003 - September 2005
Credit Suisse July 2001 - July 2003
Deloitte Consulting May 2000 - August 2000
Gujarati Mandal of Calgary March 1998 - March 1999
Skills
Franchising, Private Equity, Healthcare, Mergers, Financial Modeling, Investments, Investment Banking, Due Diligence, Valuation, Financial Analysis, Corporate Finance, Entrepreneurship, Small Business, Consumer Services, M&A experience, Emerging Markets, Business Valuation, LBO, Alternative Investments, Finance, Leveraged Finance, Business Strategy, Mergers & Acquisitions, Executive Management, Equity Research, Growth Capital, Corporate Development
Education
Harvard Business School 2006 — 2008
MBA
CFA Institute 2003 — 2006
CFA Charter
The University of Calgary 1997 — 2001
Bachelor’s Degree
Rundle College 1994 — 1997
High School
Corydon Hill Corydon Hill's Shamrock Capital Advisors Experience September 2007 - May 2010
Job Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2011 - Present
Shamrock Capital Advisors September 2007 - May 2010
Marc Bell Capital Partners April 2003 - August 2007
Bear Stearns July 2001 - April 2003
Skills
Investment Banking, Activist Investing, Private Equity, Investments, Equities, Mergers, Restructuring, Divestitures, Financial Modeling, Mergers, Portfolio Management, Valuation, Corporate Governance, LBO, Risk Management, Venture Capital, Corporate Development
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
University of Southern California - Marshall School of Business 1997 — 2001
BS, Business Administration
Bank of America Merrill Lynch July 2011 - Present
Shamrock Capital Advisors September 2007 - May 2010
Marc Bell Capital Partners April 2003 - August 2007
Bear Stearns July 2001 - April 2003
Skills
Investment Banking, Activist Investing, Private Equity, Investments, Equities, Mergers, Restructuring, Divestitures, Financial Modeling, Mergers, Portfolio Management, Valuation, Corporate Governance, LBO, Risk Management, Venture Capital, Corporate Development
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
University of Southern California - Marshall School of Business 1997 — 2001
BS, Business Administration
Evan Rossman Evan Rossman's Shamrock Capital Advisors Experience April 2013 - June 2013
Job The Jimi Hendrix of Excel
Industry Financial Services
Experience
JobGenius.net September 2013 - March 2014
Palm Tree Capital June 2013 - September 2013
Shamrock Capital Advisors April 2013 - June 2013
NEPC September 2007 - July 2012
State Street July 2006 - July 2007
Student Committee on Popular Entertainment May 2004 - May 2005
Skills
Alternative Investments, CAIA, Manager Selection, Institutional Portfolio..., Private Equity, Secondaries, Financial Modeling, Due Diligence, Portfolio Management, Investment Management, Emerging Markets, Equity Valuation, Economics, Valuation, Hedge Funds, Mutual Funds, Equity Research, Securities, Equities, Venture Capital, Investments, Fixed Income, Financial Analysis, Bloomberg, Corporate Finance, Asset Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Arts (B.A.), Economics
JobGenius.net September 2013 - March 2014
Palm Tree Capital June 2013 - September 2013
Shamrock Capital Advisors April 2013 - June 2013
NEPC September 2007 - July 2012
State Street July 2006 - July 2007
Student Committee on Popular Entertainment May 2004 - May 2005
Skills
Alternative Investments, CAIA, Manager Selection, Institutional Portfolio..., Private Equity, Secondaries, Financial Modeling, Due Diligence, Portfolio Management, Investment Management, Emerging Markets, Equity Valuation, Economics, Valuation, Hedge Funds, Mutual Funds, Equity Research, Securities, Equities, Venture Capital, Investments, Fixed Income, Financial Analysis, Bloomberg, Corporate Finance, Asset Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Arts (B.A.), Economics
Christian Guzman's Shamrock Capital Advisors Experience June 2015 - August 2015
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Harvard Business School 2014 - Present
Shamrock Capital Advisors June 2015 - August 2015
ADIA 2011 - 2014
Merrill Lynch 2009 - 2011
Skills
Private Equity, Buyouts, Investments, Valuation, Venture Capital, Investment Management, LBO, Financial Analysis, Capital Markets
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Harvard Business School 2014 - Present
Shamrock Capital Advisors June 2015 - August 2015
ADIA 2011 - 2014
Merrill Lynch 2009 - 2011
Skills
Private Equity, Buyouts, Investments, Valuation, Venture Capital, Investment Management, LBO, Financial Analysis, Capital Markets
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Gordon Van Sant Gordon Van Sant's Shamrock Capital Advisors Experience June 2005 - August 2005
Job Financial Analyst at Tavistock Development Company
Industry Real Estate
Experience
Tavistock Development Company November 2014 - Present
BlueGate Partners, LLC February 2013 - November 2014
HFF March 2012 - October 2012
Sperry Van Ness January 2011 - March 2012
Brightleaf Properties, LLC December 2009 - January 2011
RCLCO June 2006 - September 2009
Shamrock Capital Advisors June 2005 - August 2005
Village Financial Services January 2002 - July 2004
Skills
Financial Analysis, Market Research, Brokerage, Real Estate, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Mezzanine, Dreamweaver, Debt, Financial Modeling, Dispositions, CMBS, Private Equity, Due Diligence, Capital, Structured Finance, Market Analysis, Real Estate Financing, Real Property, Real Estate Development, Investment Properties, Leveraged Finance, Institutional Investors, Portfolio Strategy
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Real Estate Finance and Development
University of Colorado Boulder 1995 — 1999
BA, Marketing, International Business
Tavistock Development Company November 2014 - Present
BlueGate Partners, LLC February 2013 - November 2014
HFF March 2012 - October 2012
Sperry Van Ness January 2011 - March 2012
Brightleaf Properties, LLC December 2009 - January 2011
RCLCO June 2006 - September 2009
Shamrock Capital Advisors June 2005 - August 2005
Village Financial Services January 2002 - July 2004
Skills
Financial Analysis, Market Research, Brokerage, Real Estate, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Mezzanine, Dreamweaver, Debt, Financial Modeling, Dispositions, CMBS, Private Equity, Due Diligence, Capital, Structured Finance, Market Analysis, Real Estate Financing, Real Property, Real Estate Development, Investment Properties, Leveraged Finance, Institutional Investors, Portfolio Strategy
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Real Estate Finance and Development
University of Colorado Boulder 1995 — 1999
BA, Marketing, International Business
Patrick Russo Patrick Russo's Shamrock Capital Advisors Experience November 2014 - Present
Job Partner at Shamrock Capital Advisors
Industry Financial Services
Experience
Shamrock Capital Advisors November 2014 - Present
FTI Consulting January 2013 - November 2014
The Salter Group January 2003 - January 2013
Houlihan Lokey Howard and Zukin 2000 - 2003
SG Cowen January 1996 - March 2000
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Finance
Fairleigh Dickinson University-Metropolitan Campus 1985 — 1989
BS, Business Management
Shamrock Capital Advisors November 2014 - Present
FTI Consulting January 2013 - November 2014
The Salter Group January 2003 - January 2013
Houlihan Lokey Howard and Zukin 2000 - 2003
SG Cowen January 1996 - March 2000
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Finance
Fairleigh Dickinson University-Metropolitan Campus 1985 — 1989
BS, Business Management
Grady Miller's Shamrock Capital Advisors Experience June 2013 - July 2015
Job MBA Candidate at UCLA Anderson School of Management
Industry Venture Capital & Private Equity
Experience
Shamrock Capital Advisors June 2013 - July 2015
Hotchkis and Wiley Capital Management August 2010 - June 2013
Skills
Bonds, Financial Modeling, Investments, Equities, Fixed Income, Valuation, Due Diligence, Investment Management, Private Equity, Equity Valuation, Analysis, Finance
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA), Finance, General
Stanford University 2006 — 2010
BA, International Relations
Loyola High School
Shamrock Capital Advisors June 2013 - July 2015
Hotchkis and Wiley Capital Management August 2010 - June 2013
Skills
Bonds, Financial Modeling, Investments, Equities, Fixed Income, Valuation, Due Diligence, Investment Management, Private Equity, Equity Valuation, Analysis, Finance
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA), Finance, General
Stanford University 2006 — 2010
BA, International Relations
Loyola High School
Jonathan Michael Fung's Shamrock Capital Advisors Experience 2006 - 2008
Job Corporate Development
Industry Venture Capital & Private Equity
Experience
Portfolio Company 2012 - Present
Macquarie Holdings 2010 - 2012
Circle Peak Capital 2009 - 2009
Shamrock Capital Advisors 2006 - 2008
Houlihan Lokey 2004 - 2006
St. Cloud Capital 2003 - 2004
Skills
Business Development, Renewable Energy, New Business Initiatives, Private Equity, Corporate Development, Public Equity Investing, Valuation, Investments, Financial Modeling, Strategy, Venture Capital, Due Diligence, Corporate Finance, Investment Banking, Emerging Markets, LBO
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of Southern California 2000 — 2004
BS
Portfolio Company 2012 - Present
Macquarie Holdings 2010 - 2012
Circle Peak Capital 2009 - 2009
Shamrock Capital Advisors 2006 - 2008
Houlihan Lokey 2004 - 2006
St. Cloud Capital 2003 - 2004
Skills
Business Development, Renewable Energy, New Business Initiatives, Private Equity, Corporate Development, Public Equity Investing, Valuation, Investments, Financial Modeling, Strategy, Venture Capital, Due Diligence, Corporate Finance, Investment Banking, Emerging Markets, LBO
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
University of Southern California 2000 — 2004
BS
Christopher Kiper's Shamrock Capital Advisors Experience April 2007 - January 2010
Job Managing Director at Legion Partners
Industry Investment Management
Experience
Legion Partners February 2010 - Present
Shamrock Capital Advisors April 2007 - January 2010
Ridgestone Corporation June 2000 - April 2007
Global Crossing January 1998 - June 2000
Ernst & Young LLP January 1994 - December 1997
Skills
Investments, Private Equity, Due Diligence, Equities, Restructuring, Venture Capital, Finance, Portfolio Management, Business Strategy, Strategic Planning, Corporate Finance, Mergers, Strategic Financial..., Strategy, Start-ups, Risk Management, Investor Relations, Financial Modeling, Mergers & Acquisitions, Trading, Financial Services, IPO, Corporate Governance, Asset Management, Capital Markets, Mutual Funds, Valuation
Education
University of Nebraska at Omaha 1989 — 1993
BSBA, Accounting
Senshu University 1991 — 1991
Japanese Language and Business Program
Legion Partners February 2010 - Present
Shamrock Capital Advisors April 2007 - January 2010
Ridgestone Corporation June 2000 - April 2007
Global Crossing January 1998 - June 2000
Ernst & Young LLP January 1994 - December 1997
Skills
Investments, Private Equity, Due Diligence, Equities, Restructuring, Venture Capital, Finance, Portfolio Management, Business Strategy, Strategic Planning, Corporate Finance, Mergers, Strategic Financial..., Strategy, Start-ups, Risk Management, Investor Relations, Financial Modeling, Mergers & Acquisitions, Trading, Financial Services, IPO, Corporate Governance, Asset Management, Capital Markets, Mutual Funds, Valuation
Education
University of Nebraska at Omaha 1989 — 1993
BSBA, Accounting
Senshu University 1991 — 1991
Japanese Language and Business Program
Tina Lee's Shamrock Capital Advisors Experience November 2006 - January 2010
Job Vice President Asset Management at Resmark Apartment Living
Industry Commercial Real Estate
Experience
Resmark Apartment Living January 2015 - Present
Colony Capital February 2013 - January 2015
Colony Capital March 2011 - February 2013
Shamrock Capital Advisors November 2006 - January 2010
Fremont Investment & Loan 2003 - 2006
American Realty Advisors January 2002 - November 2003
Catellus Development Corporation 1995 - 2001
Kilroy Realty Corporation November 1997 - April 2000
MacFarlane Partners 1994 - 1995
Education
California State University-Hayward - School of Business and Economics 1988 — 1994
Resmark Apartment Living January 2015 - Present
Colony Capital February 2013 - January 2015
Colony Capital March 2011 - February 2013
Shamrock Capital Advisors November 2006 - January 2010
Fremont Investment & Loan 2003 - 2006
American Realty Advisors January 2002 - November 2003
Catellus Development Corporation 1995 - 2001
Kilroy Realty Corporation November 1997 - April 2000
MacFarlane Partners 1994 - 1995
Education
California State University-Hayward - School of Business and Economics 1988 — 1994
Steve Royer's Shamrock Capital Advisors Experience 1991 - Present
Job Managing Director at Shamrock Capital Advisors
Industry Venture Capital & Private Equity
Experience
Shamrock Capital Advisors 1991 - Present
Skills
Privatre Equity
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (MBA)
Stanford University 1982 — 1986
Bachelor of Arts (BA), Quntitative Economics
Shamrock Capital Advisors 1991 - Present
Skills
Privatre Equity
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (MBA)
Stanford University 1982 — 1986
Bachelor of Arts (BA), Quntitative Economics
Hoang Thai's Shamrock Capital Advisors Experience August 1995 - December 2000
Job Senior Manager Fund Accounting and Operations at Matthews Asia
Industry Financial Services
Experience
Matthews Asia August 2005 - Present
State Street August 2002 - August 2005
The Coffee Bean & Tea Leaf January 2001 - June 2002
Shamrock Capital Advisors August 1995 - December 2000
Skills
Bloomberg, Mutual Funds
Education
California State University-Northridge 1995 — 2000
BA, Finance and Real Estate
Matthews Asia August 2005 - Present
State Street August 2002 - August 2005
The Coffee Bean & Tea Leaf January 2001 - June 2002
Shamrock Capital Advisors August 1995 - December 2000
Skills
Bloomberg, Mutual Funds
Education
California State University-Northridge 1995 — 2000
BA, Finance and Real Estate
Robert Kalutkiewicz's Shamrock Capital Advisors Experience May 2007 - May 2009
Job Director, Business Development at Sony Pictures Entertainment
Industry Higher Education
Experience
Sony Pictures Entertainment February 2015 - Present
Disney Interactive March 2013 - October 2014
J.P. Morgan June 2011 - March 2013
Shamrock Capital Advisors May 2007 - May 2009
Lehman Brothers May 2005 - May 2007
Skills
Investment Banking, Financial Modeling, Private Equity, Digital Strategy, Corporate Finance, Strategic Planning, Management, Finance, Business Planning, Mergers & Acquisitions, Financial Analysis, Strategy, Valuation, Investments, Business Strategy
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA), Media and Entertainment, Finance and Technology
Boston College 1998 — 2002
Bachelor's degree, Finance
Sony Pictures Entertainment February 2015 - Present
Disney Interactive March 2013 - October 2014
J.P. Morgan June 2011 - March 2013
Shamrock Capital Advisors May 2007 - May 2009
Lehman Brothers May 2005 - May 2007
Skills
Investment Banking, Financial Modeling, Private Equity, Digital Strategy, Corporate Finance, Strategic Planning, Management, Finance, Business Planning, Mergers & Acquisitions, Financial Analysis, Strategy, Valuation, Investments, Business Strategy
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA), Media and Entertainment, Finance and Technology
Boston College 1998 — 2002
Bachelor's degree, Finance
Isaac Ogburn's Shamrock Capital Advisors Experience January 2008 - January 2010
Job Investment Analyst at Cross Park Family Office
Industry Investment Management
Experience
Cross Park Family Office April 2012 - Present
DCF Capital LLC February 2010 - March 2011
Shamrock Capital Advisors January 2008 - January 2010
Banc of America Securities May 2005 - December 2007
Skills
Investment Banking, Valuation, Financial Modeling, Equity Research, Due Diligence, Alternative Investments, LBO, Financial Analysis, Corporate Finance, Equities, Capital Markets, Private Equity, Hedge Funds, Bloomberg, Investments, Portfolio Management
Education
University of Arizona
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology
Cross Park Family Office April 2012 - Present
DCF Capital LLC February 2010 - March 2011
Shamrock Capital Advisors January 2008 - January 2010
Banc of America Securities May 2005 - December 2007
Skills
Investment Banking, Valuation, Financial Modeling, Equity Research, Due Diligence, Alternative Investments, LBO, Financial Analysis, Corporate Finance, Equities, Capital Markets, Private Equity, Hedge Funds, Bloomberg, Investments, Portfolio Management
Education
University of Arizona
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial