Silicon Valley Bank
Industry: Commercial banking company
DescriptionSilicon Valley Bank, a subsidiary of SVB Financial Group, is a U.S.-based high-tech commercial bank. The bank has helped fund more than 30,000 start-ups. SVB is on the list of largest banks in the United States. The bank is also one of the largest providers of financial services to wine producers in Napa Valley. Headquarters: Santa Clara, California, United States CEO: Gregory W. Becker (2011–) Number of employees: 2,438 (2017) Founder: Roger V Smith Founded: 1983 Subsidiaries: Financial Tech, Inc.,
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Silicon Valley Bank Employees
Silicon Valley Bank October 2013 - April 2014
Newmont Mining Corporation July 2007 - May 2013
Progressive Auto Insurance 2005 - 2007
Ohio Savings Bank 2004 - 2005
Sapphire Technologies 2003 - 2004
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Recruiting, Internet Recruiting, Talent Management, Contract Recruitment, Sourcing, College Recruiting, Human Resources, Taleo, Onboarding, Workforce Planning, Benefits Negotiation, Employer Branding, Executive Search, Temporary Placement, HRIS, Employee Relations, Personnel Management, HR Policies, Performance Management, Job Descriptions, New Hire Orientations, Staff Augmentation, Change Management, Process Improvement, Compensation, Hiring, Vendor Management, Management, Leadership, Screening Resumes, Employee Engagement, Strategy, Strategic Sourcing, Interviews, Organizational..., Organizational Design, Employee Benefits, Screening, Succession Planning, Recruitment Advertising, HR Consulting, Staffing Services, Temporary Staffing, Graduate Recruitment, Permanent Placement, Labor Relations, Employee Training
Education
Brigham Young University
Bachelor's Degree
Silicon Valley Bank March 2014 - Present
Silicon Valley Bank April 2013 - November 2013
Silicon Valley Bank December 2012 - April 2013
Rockland Trust Company October 2011 - December 2012
Rockland Trust Company November 2010 - October 2011
AJ Wright June 2006 - October 2010
AJ Wright June 2006 - October 2010
Skills
Banking, Loans, Customer Service, Financial Analysis, Credit, Microsoft Excel, Lines Of Credit, Sales Management, Cash Management, Sales, Consumer Lending, Bloomberg, Cash Flow, Retail Banking, Human Resources, Time Management
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Waltham High School 2003 — 2007
Silicon Valley Bank 2011 - Present
PwC 2010 - 2011
The Scotts Miracle-Gro Company May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Leveraged Finance, Capital Markets, Portfolio Management, Mergers & Acquisitions, Business Valuation, Credit Analysis, Process Improvement, Financial Reporting, Private Equity, Microsoft Excel
Education
The Ohio State University 2009 — 2010
Masters in Accounting
Boston College 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Netpulse May 2015 - Present
Equinox November 2009 - Present
Netpulse May 2014 - May 2015
Silicon Valley Bank 2012 - May 2014
Silicon Valley Bank 2010 - 2012
Equinox Fitness October 2009 - August 2010
Menlo Charity Horse Show June 2009 - August 2009
Club Twenty Four October 2008 - June 2009
Equinox Fitness June 2006 - December 2008
Skills
Copywriting, Marketing, Market Research, Social Media Marketing, Event Planning, Social Media, Product Marketing, Project Management, Sales, Analytics, Social Networking, Event Management, Email Marketing, Marketing Communications
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science (B.S.), Recreation Parks, & Tourism Administration - Sport Managment
School Improvement Network August 2015 - Present
Udemy August 2015 - Present
American Express September 2014 - August 2015
Coding Campus June 2014 - August 2014
Fiserv May 2013 - May 2014
Silicon Valley Bank December 2012 - April 2013
Verizon Wireless August 2003 - March 2012
The Seattle Times 1989 - 2002
Skills
Adept problem-solver, Critical Thinking, Driven By Results, Flexible to Change, Meticulous eye for..., Proofreading, Records Management, Self-Starter, Strategic Thinking, CRM, CST, ExpressPASS, Salesforce, ServiceNow, UltraPOS, Call Centers, Conflict Resolution, Customer Retention, Customer Service, Customer Experience, Customer Satisfaction, Leadership, Microsoft Office, Operational Support, Project Coordination, Troubleshooting, Technical Support, Web Development, Wireless, Agile Methodologies, AngularJS, CSS3, Django, Git, HTML 5, JavaScript, PostgreSQL, Python, Scrum, SQLite, WebEx, Management
Education
Coding Campus 2014 — 2014
LANGUAGES: Python, JS, CSS, HTML5; DATABASES: SQLite, PostgreSQL; FRAMEWORK/ARCHITECTURE: Angul, PASS
Codecademy 2014 — 2014
Coding in HTML/CSS, Python, JavaScript, Computer Programming, Specific Applications
ITT Technical Institute 2002 — 2003
Bellevue Comm. College 2002 — 2002
Brigham Young University 1991 — 1995
Bachelor of Science (BS), Elementary Education
LDS Church Missionary 1985 — 1987
Missionary, Danish Language, Proselyting
University of Washington 1984 — 1985
Pre-Engineering
Juanita High School 1981 — 1984
High School Diploma, College/University Preparatory
Silicon Valley Bank 2014 - Present
Silicon Valley Bank 2005 - 2014
Silicon Valley Bank 2001 - 2004
Silicon Valley Bank 2000 - 2001
IBM June 1999 - December 1999
Skills
Banking, Commercial Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Commercial Lending, Credit, Loans, Cash Flow Lending, Credit Risk, Middle Market, Financial Analysis, Trade Finance, Small Business Lending, Cash Management, Finance, Underwriting, Risk Management, Business Development, Management, Relationship Management
Education
Cal Poly San Luis Obispo
Business, Finance
DataStax 2014 - 2014
DataStax 2014 - 2014
DataStax 2014 - 2014
DataStax 2013 - 2014
EY June 2013 - August 2013
Test Out Corporation May 2013 - June 2013
Silicon Valley Bank October 2012 - January 2013
Brigham Young University November 2010 - May 2012
Jared the Galleria of Jewelry February 2009 - December 2010
jcpenney May 2007 - February 2009
Skills
Auditing, Information Systems, Accounting, Financial Analysis, Computers, Financial Accounting, Microsoft Excel, Microsoft Word, Access, PowerPoint, Data Analysis, Spanish, Public Speaking, Teaching, Analysis, Financial Reporting
Education
University of Utah 2012 — 2013
Master's degree in Accounting, Auditing and Information Systems, 3.4 GPA
Brigham Young University 2006 — 2012
Bachelor's degree, Accounting, 3.37 GPA
Silicon Valley Bank August 2012 - Present
Silicon Valley Bank September 2009 - August 2012
Silicon Valley Bank October 2005 - September 2009
Skills
Venture Debt, Commercial Banking, Venture Capital, Revolving Lines of..., Leveraged Lending, Financial Structuring, Banking
Education
California Polytechnic State University-San Luis Obispo 1999 — 2002
BS, Business Administration
Bellarmine College Preparatory 1995 — 1999
Silicon Valley Bank February 2014 - Present
Goldman Sachs November 2012 - February 2014
Silicon Valley Bank July 2012 - November 2012
Silicon Valley Bank July 2011 - July 2012
BYU Grantwell March 2010 - April 2011
Brigham Young University 2010 - April 2011
City of West Jordan January 2010 - April 2010
SK Hart Management/U.S.-Iran Alliance/Omid for Iran February 2008 - August 2009
Investors Paradigm February 2007 - November 2007
eBay July 2004 - August 2005
Skills
Data Analysis, Workday, Microsoft Excel, Tableau, Project Management, HRIS, Business Objects, DocuSign, Visio, SharePoint, Data Modeling, Statistics, Decision Analysis, PeopleSoft, Public Speaking, Process Improvement, Strategic Planning, Spanish, Portuguese, Management, Budgets, Marketing Strategy, Interviews, HTML, Copywriting, Nonprofits, Human Resources, Leadership, Strategy
Education
Brigham Young University 2009 — 2011
Masters, Public Administration
University of Utah 2005 — 2006
Bachelor of Arts, History
The Kiski School 1997 — 2001
East West Bank April 2014 - July 2015
Cabrillo Advisors, LLC September 2013 - April 2014
Wells Fargo February 2010 - September 2012
Comerica Bank 2005 - 2008
Silicon Valley Bank 1993 - 2005
Skills
Portfolio Management, Financial Analysis, Corporate Development, Commercial Banking, Investments, Due Diligence, Commercial Lending, Credit, Business Development, Leadership, Debt Advisory, Growth Captial, Venture Lending, Venture Debt, Executive Management, Valuation, Loans, Finance
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Business Administration, Finance, Real Estate and Law
UC Berkeley 1986 — 1988
Engineering
Exchange Bank November 2014 - Present
Mechanics Bank September 2005 - October 2014
Silicon Valley Bank June 1998 - August 2005
IBM January 1996 - June 1998
Skills
Commercial Lending, Credit Analysis, Private Banking, Real Estate Lending, Wine & Spirits Industry, Asset Based Lending, Agricultural Lending, Commercial Lines, Acquistion, Equipment Loans, Early-stage Startups, Small Business Lending, Mergers & Acquisitions, Commercial Banking, Lines Of Credit, Credit, Banking, Portfolio Management, Risk Management
Education
San Jose State University 1995 — 1998
Bachelor of Business Administration (BBA), Finance and Investments
Cabrillo College 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Soquel High
Silicon Valley Bank March 2014 - Present
Silicon Valley Bank July 2012 - March 2014
State Street June 2011 - June 2012
Hauser & O'Neil Law Firm May 2010 - May 2011
Skills
Financial Analysis, Commercial Banking, Data Analysis, Financial Reporting, Fund Accounting, Accounting, Mutual Funds, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook
Education
Boston University 2008 — 2011
B.A., Economics, East Asian Studies
Weston High School
FOX Racing Shox Tax ComplianceDriscoll'sSeptember 2011 - June 2013
INT'L TM 2013 - 2013
Silicon Valley Bank October 2010 - May 2011
Price Waterhouse Coopers January 2007 - August 2008
Solectron January 2001 - June 2001
Sanmina-SCI February 1998 - December 2000
Skills
Account Reconciliation, Financial Services, US GAAP, Program Management, Project Management, Auditing, Accounts Payable, Variance Analysis, Tax Preparation, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Finance, Management, Financial Statements
Education
University of California, Santa Cruz - Extension 2009 — 2010
Certificate, Program Project Management
University of California, Santa Cruz 2003 — 2006
Bachelor of Arts, Business Management Economics with an emphasis in Accounting
Cabrillo College
Silicon Valley Bank January 2015 - Present
Boston University - Center for Career Development & Educational Resource Center January 2014 - May 2014
Boston University - Center for Career Development & Educational Resource Center August 2012 - December 2013
Morgan Stanley - Fund Services June 2013 - August 2013
Boston University - Center for Career Development June 2012 - August 2012
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration and Management, Finance
Silicon Valley Bank January 2015 - Present
Eastdil Secured May 2013 - August 2013
Mowgli Surf May 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Economics, Marketing, Microsoft Excel, Social Media, Microsoft Office, Financial Modeling, Research, Financial Analysis, Facebook, Data Analysis, Social Networking, Event Planning, Public Speaking, Outlook, Social Media Marketing, Mezzanine, Underwriting, Debt Management, Early Stage Ventures, finan, Financial Reporting, Finance, Analysis, Portfolio Management, Due Diligence
Education
Bucknell University 2010 — 2014
Bachelor's Degree, Economics & Spanish
La Canada High School 2006 — 2010
Bachelor of Arts (B.A.), Economics and Spanish
AdmitOne June 2014 - September 2015
Silicon Valley Bank January 2013 - June 2014
Silicon Valley Bank September 2012 - December 2012
United States Senate June 2010 - August 2010
Skills
Banking, International Relations, Risk Management, Microsoft Office, Strategic Planning, Economics, Research, Project Management, Financial Analysis, English, Customer Service, Analysis, Microsoft Excel, Credit, Business Strategy, Financial Modeling, Finance, Social Media, Investments, Entrepreneurship
Education
Boston College 2009 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs
Boston University 2008 — 2009
The Bishop's School 2004 — 2008
UCSF May 2014 - Present
UCSF October 2013 - April 2014
UCSF May 2013 - September 2013
UCSF September 2012 - April 2013
UCSF Medical Center October 2007 - August 2012
Silicon Valley Bank February 2004 - September 2007
Round1 Capital August 1999 - September 2001
J Brown/LMC Group May 1996 - July 1999
Levi Strauss & Co. 1990 - 1996
Skills
Project Management, Construction Management, Procurement
Education
California State University-Fresno
Bachelor of Arts (BA), Communication and Media Studies
UC Berkeley
Graduate Studies, Landscape Architecture / Project Management
Silicon Valley Bank September 2013 - Present
LeBoulanger January 2007 - August 2013
Samantha Smith Productions June 2012 - September 2012
Wordflirt June 2012 - August 2012
Cass Winery April 2011 - June 2011
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor's degree, Recreation, Parks, and Tourism Administration
CEA Global Education: Study Abroad Program (Barcelona, Spain) 2011 — 2011
Semester Abroad Spent in Barcelona, Spain
St. Francis High School 2005 — 2009
High School Diploma
Dell February 2014 - Present
Bedrock Technology Partners May 2013 - January 2014
Silicon Valley Bank July 2012 - September 2012
Skills
Finance, Financial Statements, Microsoft Excel, Financial Forecasting, Corporate Finance, Financial Accounting, Microsoft Office, Financial Reporting, Data Analysis, Financial Planning, Economics, Channel Partners, Research, PowerPoint, Sales Operations, Time Management, Management, Sales, Account Management, Leadership, Cloud Computing, Business Development, Event Planning, Outlook, Solution Selling, SaaS, Access, Sales Process, Marketing, Networking, Customer Service, Microsoft Word, Teamwork, Salesforce.com, Direct Sales
Education
California Polytechnic State University-San Luis Obispo 2008 — 2013
Bachelor of Science (B.S.), Business Administration
Leland High School 2004 — 2008
Suffolk Construction July 2015 - Present
Bello Welsh LLP June 2013 - June 2015
Silicon Valley Bank May 2012 - August 2012
Education
Bowdoin College 2009 — 2013
B.A., Economics, Minor in Government & Legal Studies
London School of Economics and Political Science
Finance
Waltham High School 2005 — 2009
Silicon Valley Bank January 2014 - Present
Freelance Music Professional December 2002 - Present
Skills
Event Planning, Music, Social Media, Microsoft Office, Fundraising, Customer Service, Public Speaking, Editing, Music Education, PowerPoint, Non-profits, Singing, Musical Theatre, Administrative..., Music Theory, Opera, Performing Arts, Theatre, Nonprofits, Entertainment, Event Management, Teaching, Public Relations, Social Networking, Social Media Marketing, Acting, Piano, Marketing, Creative Writing
Education
California Polytechnic State University-San Luis Obispo
B.A., Music
San Francisco Conservatory of Music
Master of Music, Voice
Silicon Valley Bank December 2014 - Present
CVPartners May 2009 - December 2014
Morrison & Foerster LLP July 2008 - January 2009
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., College Recruiting
Education
California Polytechnic State University-San Luis Obispo
BA, Communication Studies
Silicon Valley Bank 2014 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
M.S. Finance Candidate
Boston College
Bachelor of Arts (B.A.), Economics and History
Trust Company of America February 2014 - Present
Curian Capital August 2009 - February 2014
Curian Capital December 2007 - August 2009
Curian Capital November 2005 - December 2007
Curian Capital October 2004 - November 2005
Silicon Valley Bank December 2003 - April 2004
State Street September 2000 - December 2003
Zurich Scudder Investments 2001 - 2003
Skills
Financial Services, Mutual Funds, Leadership, Competitive Analysis, Investments, Management, Strategy, Business Analysis, Strategic Planning, Analysis, Product Development, Financial Analysis, Business Strategy, Market Research, Asset Management, Banking, Investment Advisory..., Digital Strategy, Mobile Platforms, Platform Development, Business Planning, Proposal Generation, Risk Tolerance, Business Process..., Electronic Signatures, DocuSign, Agile & Waterfall..., Finance, Securities, Portfolio Management, Series 7
Education
Boston University Questrom School of Business 1996 — 2000
BS/BA, Finance, Management Information Systems
GMP Securities June 2013 - Present
GMP Securities June 2012 - June 2013
Needham & Company January 2012 - May 2012
Silicon Valley Bank May 2011 - December 2011
Skills
Fixed Income Analysis, Financial Modeling, Bloomberg, Excel, Financial Accounting, Microsoft Office, Accounting, Investment Banking, Analysis, Financial Reporting, PowerPoint
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science; BSBA, Dual Concentration in Finance and Accounting, Magna Cum Laude
Wells Fargo July 2013 - Present
Silicon Valley Bank July 2004 - June 2013
Comerica Bank September 1996 - May 2004
Skills
Banking, Corporate Finance, Working Capital..., Commercial Banking, Debt, Mergers, Credit, Cash Flow, Commercial Lending, Financial Structuring, Financial Analysis, Portfolio Management, Mergers, Investments
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
B.S., Business Administration
Santa Clara University 1992 — 1993
Business
St. Ignatius College Preparatory 1988 — 1992
Incubate.com October 2011 - Present
RhinoPay, acquired by Spindle,Inc (Ticker: SPDL) March 2010 - March 2012
Pivot ACH, Inc April 2010 - May 2011
Transcendent One, Inc August 2006 - August 2009
GlobalTel Media, Inc February 2004 - February 2008
United Financial Mortgage September 2002 - September 2004
Everypath August 2000 - August 2001
Silicon Valley Bank March 2000 - August 2000
Skills
Entrepreneurship, Strategy, Start-ups, Mobile Technology, Mobile Devices, Mobile Internet, Product Management, SaaS, Marketing Strategy, SEO, Web Analytics, Mobile Applications, SEM, Product Marketing, B2B, Digital Media, Email Marketing, E-commerce, New Business Development, Mobile Payments, Management, Digital Strategy, Social Media Marketing, Product Development, Business Development, Salesforce.com, Web Applications, Competitive Analysis, Integrated Marketing, Telecommunications, Piano, Strategic Partnerships, Security, Pipelines, Networking, Finance, Lead Generation, Go-to-market Strategy, CRM, Mobile Marketing, Executive Management, Social Media, Business Strategy, Entrepreneurship..., Wireless, Entrepreneurial Finance, Online Marketing, Mobile Communications, Venture Capital, Digital Marketing
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Science, Business, Management Information Systems
Campolindo high school
Silicon Valley Bank July 2015 - Present
Bowdoin College Economics Department January 2014 - December 2014
Albright Capital Management June 2014 - August 2014
Bowdoin College Economics Department November 2013 - May 2014
Bowdoin College Information Technology Department July 2013 - August 2013
Pine Island Camp June 2012 - August 2012
Breakthrough Collaborative June 2011 - August 2011
Skills
Stata, Research, Statistics, Spanish, Data Analysis, Editing, Microsoft Office, Microsoft Excel
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Government and Economics Double Major
MAST Academy Senior High School 2007 — 2011
Saddle Hill Travel January 2014 - Present
MineralTree, Inc. September 2011 - August 2013
Silicon Valley Bank September 2008 - April 2011
Business Credit Intelligence ~ Powered by NACMNE 2003 - 2008
Regis College 2005 - 2006
Silicon Valley Bank 1993 - 2000
Fleet Bank 1987 - 1993
Skills
Start-ups, SaaS, Enterprise Software, Banking, Financial Analysis, Mergers & Acquisitions, Strategic Partnerships, Business Strategy, Analytics, Venture Capital, Mergers, Product Management, Financial Modeling, Executive Management, Strategy, Leisure Travel, Entrepreneurship, Financial Services
Education
Stonehill College 1982 — 1986
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Silicon Valley Bank June 2015 - August 2015
Dublin Business School April 2015 - June 2015
Fluc, Inc May 2014 - August 2014
Jim Gorman's Tennis Camp June 2012 - August 2014
Spotify January 2014 - May 2014
Skills
Teamwork, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Public Speaking, Financial Accounting, Organizational Behavior, Business Statistics, Information Systems, Marketing, Finance, Google Analytics
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management
Henry M. Gunn High School 2008 — 2012
University College Dublin
Bachelor's Degree, Business Administration and Management, General
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank September 2011 - March 2015
Luther Burbank Savings June 2010 - September 2011
Skills
Finance, Underwriting, Portfolio Management, Manage Client..., Microsoft Office, Morningstar, Wine, Commercial Banking, Financial Services, Loans
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science (BS)
Bank of America October 2007 - October 2011
Bank of America October 2001 - October 2007
Silicon Valley Bank October 2000 - October 2001
Credit Agricole Indosuez 1995 - 2000
Heller Ehrman 1993 - 1995
Milbank, Tweed, Hadley & McCloy LLP 1992 - 1992
Latham & Watkins 1987 - 1992
Education
Boston College Law School
JD, Law
MIT Sloan
SM (MBA with thesis), International Business
Stanford University
IM Flash July 2015 - Present
Logic20/20, Inc. July 2014 - July 2015
Self Employed February 2014 - May 2014
NewDay USA June 2013 - November 2013
Intel Corporation May 2012 - August 2012
Silicon Valley Bank June 2011 - October 2011
Zions Bank October 2007 - May 2011
Benton-Franklin Health District June 2005 - October 2007
Zions Bank October 2001 - May 2003
Skills
Banking, Microsoft Word, Management, Cross-functional Team..., Financial Analysis, Strategy, Recruiting, Risk Management, Research, Project Management, Data Analysis, Microsoft Excel, Program Management, Customer Service, Marketing, Outlook, PowerPoint, SAS Base, Training, Entrepreneurship, Analytics
Education
BYU 2011 — 2013
MBA
BYU 1995 — 2003
BS, Community Health, 3.6
PwC September 2013 - Present
Silicon Valley Bank July 2011 - August 2011
Imagine H2O July 2010 - July 2010
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Business Administration - Accounting
University of Alicante 2012 — 2012
Spanish
Palo Alto Senior High School 2005 — 2009
Silicon Valley Bank Vice President - Life Science PracticeSilicon Valley BankJuly 2006 - December 2013
Bank of America 2003 - 2005
Fleet Bank 2000 - 2003
BankBoston 1999 - 2000
Bank Boston 1990 - 1999
Education
Bryant University
B.S., Business
Silicon Valley Bank August 2014 - Present
Silicon Valley Bank April 2013 - August 2014
Silicon Valley Bank October 2010 - April 2013
Bridgepath June 2009 - September 2011
Bighawk, LLC June 2009 - October 2010
DirectoryM 2007 - 2007
Harvard Business School 2006 - 2007
Skills
Business Strategy, Financial Modeling, Private Equity, Venture Capital, Valuation, Portfolio Management, Investments, Capital Markets, Financial Analysis, Research, Mergers & Acquisitions
Education
Bowdoin College 2005 — 2009
AB
Swampscott High School 2001 — 2005
East West Bank January 2012 - Present
Silicon Valley Bank July 2009 - January 2012
Raymond James July 2007 - July 2009
TSG Equity Partners April 2000 - July 2002
BankBoston / FleetBoston Financial June 1997 - April 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Master of Business Administration (M.B.A.)
Bowdoin College 1993 — 1997
Bachelor's Degree, Biology major, Economics minor
Silicon Valley Bank December 1998 - Present
Enterprise Bank (Enterprise Bancorp) 1997 - 1998
Scripps Bank 1990 - 1997
Education
Boston College 1998 — 2000
Master of Science in Finance, Finance
University of Massachusetts Lowell 1984 — 1987
Bachelors, Management
Cowen and Company July 2015 - Present
Cowen and Company June 2014 - August 2014
Silicon Valley Bank June 2013 - August 2013
SmartDestinations 2012 - 2012
Skills
Microsoft Office
Education
Bowdoin College 2011 — 2015
Mathematics and Economics
Winchester High School
Silicon Valley Bank 2013 - Present
Activision 2005 - 2011
Skills
Video Games, Social Games, Mobile Games, Online Gaming, Game Development, Console, Game Design, Strategy, Gameplay, Monetization, Casual Games, JIRA, MMO, Community Management, Wii, Interactive..., Digital Distribution, Xbox 360, Quality Assurance
Education
University of San Francisco - School of Management 2012 — 2014
MBA, Finance
Brown University 2000 — 2004
BA, Human Biology
Boston Auto Advocate 2011 - Present
South Shore Ford June 2003 - May 2007
Silicon Valley Bank April 2000 - 2002
Eastern Bank 1997 - 2000
Skills
Situational Sales..., Sales Automotive, Automobile Valuation, Finance Automobile, Investments, Budgets, Negotiation, Alternative Investments, Portfolio Management, Start-ups, Analysis, Finance, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Financial Modeling, Venture Capital, Private Equity, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Finance
Hamilton College 1984 — 1988
B.A., LIBERAL ARTS
Wells Fargo November 2014 - Present
Passing Score LLC July 2009 - Present
Wells Fargo December 2009 - December 2011
Wells Capital Management August 2007 - December 2009
Silicon Valley Bank February 2002 - July 2005
Round 1 - Private Capital Marketplace June 2000 - September 2001
ResourcePhoenix.com September 1999 - May 2000
Digital Arts & Sciences February 1998 - July 1999
Skills
Capital Markets, Strategic Financial..., Financial Analysis, Banking, Risk Management, Analysis, Financial Reporting, Financial Modeling, Portfolio Management, Software Project..., Series 27, Chartered Financial..., Treasury Management, ALM, Fixed Income, FINRA, Accounting, Auditing, Financial Planning, Finance, Investments, Management
Education
San Francisco State University
MBA, Finance
Cal Poly Pomona
BS, Finance
Silicon Valley Financial Group January 2010 - Present
Silicon Valley Bank 1995 - May 2010
Education
Tufts University 1987 — 1991
BA, Classical Studies
Boston University Questrom School of Business
MBA, Accounting
Bed Bath & Beyond June 2015 - Present
Bed Bath & Beyond January 2012 - June 2015
TD Bank USA August 2010 - December 2011
Silicon Valley Bank January 2009 - August 2010
Silicon Valley Bank October 2008 - January 2009
Silicon Valley Bank September 2007 - October 2008
Silicon Valley Bank December 2006 - August 2007
Ann Taylor October 2005 - November 2006
Skills
Forecasting, Loans, Credit, Financial Analysis, Commercial Lending, Analysis, Portfolio Management, Underwriting, Business Analysis, Sales, Corporate Finance, Cash Management, Risk Management, Financial Modeling, Banking, Due Diligence, Negotiation, Retail, CRM, Customer Service, Investments, Finance, Relationship Management, Strategic Planning, Asset Allocation, Strategic Financial..., Business Planning, New Business Development, Process Improvement, Management, Profit, Leadership, Commercial Banking, Marketing, Training, Business Development
Education
Thomas Edison State College
Bachelor of Science, Business Administration; Finance
Brookdale Community College
Associate Degree in Arts, Business Administration
BlackRock October 2005 - Present
Silicon Valley Bank January 2002 - October 2005
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
BS, Business Administration
TenisiTech April 2014 - Present
Silicon Valley Bank August 2010 - February 2013
NXP Semiconductors July 2009 - December 2009
Adobe Systems Inc. May 1998 - February 2009
Siemens Information Systems Ltd July 1997 - May 1998
Hewlett-Packard 1996 - 1997
HP 1994 - 1996
Skills
VMware, Virtualization, Active Directory, Windows Server, VMware ESX, Servers, Data Center, Citrix, VMware Infrastructure, Security, Troubleshooting, Integration, Cloud Computing, Network Security, System Deployment, Technical Support, Networking, Windows XP, Enterprise Software
Education
California Polytechnic State University-San Luis Obispo 1988 — 1992
BS, Business Administration/MIS
Promontory Financial Group, LLC July 2015 - Present
Silicon Valley Bank June 2014 - March 2015
HDFC Bank October 2012 - June 2013
May Steel Pvt. Ltd. May 2010 - August 2010
Skills
Finance, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Microsoft Office, Corporate Finance, Equities, Financial Analysis, Options, Investments, Fixed Income, Mutual Funds, Financial Services, Financial Advisory, Customer Service, Derivatives, Investment Advisory, Stata, Capital IQ, Asset Allocation, Bonds, Private Banking, Private Equity, Strategy, Strategic Planning
Education
Brandeis University 2013 — 2015
Master of Arts International Economics and Finance, Finance, General
Panjab University 2009 — 2012
Bachelor of Commerce (B.Com.), Economic Honors, Accounting and Economics
Thakoon June 2014 - September 2014
Theory March 2014 - May 2014
J. Mendel February 2014 - March 2014
Gildea & Ivanis, LLP August 2011 - July 2012
Silicon Valley Bank July 2008 - June 2010
Silicon Valley Bank September 2005 - June 2008
Skills
Financial Analysis, Corporate Finance, Pattern Making, Draping, Photoshop, Illustrator, Fashion Illustration
Education
Fashion Institute of Technology 2013 — 2013
Associate of Arts and Sciences (AAS), Fashion/Apparel Design
Boston College 2001 — 2005
BS, Economics/Communication
The Bronx High School of Science 1997 — 2001
High School, General
Alliance Association Bank September 2015 - Present
Silicon Valley Bank June 2014 - September 2015
Silicon Valley Bank December 2012 - June 2014
Silicon Valley Bank September 2009 - December 2012
Silicon Valley Bank March 2010 - December 2011
Silicon Valley Bank January 2006 - October 2009
Kaiser Permanente June 1998 - September 2004
Skills
Banking, Outlook, Commercial Banking, Risk Management, Process Improvement, Credit
Education
Bradley University 1998 — 1999
Radio/ TV Journalism
Silicon Valley Bank March 2014 - Present
Skills
Mentoring, Social Media, Financial Markets, Trading, Bloomberg, Banking, Commodity, Foreign Exchange, Financial Risk, Back Office, Finance, Capital Markets, Financial Services, Team Building, Training, Risk Management, Securities, FX Options, AML, Fraud, SAR, USA PATRIOT Act, Equities, Fixed Income, Credit, Derivatives, Financial Reporting, Relationship Management, Options, Electronic Trading, Trading Systems, CRM, Investigation, Management, Market Research, Customer Retention, Asset Management, Investments, Alternative Investments, Hedge Funds, Portfolio Management
Education
Brandeis University 1992 — 1995
BA, History, East Asian Studies
LaSalle High School 1980 — 1985
VMware July 2013 - Present
KPMG June 2008 - July 2013
Cal Poly State University 2005 - 2009
Silicon Valley Bank June 2007 - September 2007
Sentinare Messaging Solutions June 2006 - June 2007
Skills
Software Licensing, Software Asset..., Microsoft Excel, Financial Analysis, Data Analysis, Process Improvement, Business Analysis, Microsoft Office, Project Management, Auditing, Financial Reporting
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo
B.S, Business Administration
Westmont High School
Silicon Valley Bank August 2013 - Present
Silicon Valley Bank June 2010 - August 2013
Comerica Bank 2006 - June 2010
Comerica Bank 2003 - 2006
Comerica Bank 2001 - 2003
Skills
Venture Capital, Commercial Banking, Credit, E-commerce, Banking, Portfolio Management, Credit Analysis, Financial Analysis, Financial Modeling, Risk Management, Loans, Corporate Finance
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor of Science, Finance
Mira Costa High School
Silicon Valley Bank June 2013 - Present
Bon Appétit Management Company June 2009 - March 2013
Applied Materials - Guckenheimer August 2007 - May 2009
Skills
Culinary Skills, Food, Menu Development, Catering, Restaurant Management, Food Service, Cooking, Food Safety, Banquets, Food & Beverage, Restaurants, Gourmet, Customer Service, Training, Food Industry, Seafood, Baking, Butchery, Food Quality, Recipe Testing, Food Processing, Pastry, Menu Engineering, Cuisine, Sanitation, Food Preparation, Hospitality Management, Fine Dining, Recipes, Menu Costing, Meat, Ingredients, Chef, Hygiene, Hotels, Italian cuisine, Culinary Management, HACCP, Sauces, Labor Control, Mediterranean, Pre-opening, New Restaurant Openings, ServSafe, Food Cost Management, Food Cost Analysis, French Cuisine, Culinary Education, Hospitality, Serve Safe Certified
Education
California Culinary Academy, San Francisco 1996 — 1998
AOS
SVB Asset Management / SVB Securities November 2009 - Present
Silicon Valley Bank April 2006 - Present
WR Hambrecht + Co December 2000 - March 2006
Latham & Watkins April 1999 - December 2000
Education
Brigham Young University
BA
The Heights, Inc. December 2014 - Present
Boston College May 2015 - Present
Boston College August 2014 - Present
Enactus August 2014 - December 2014
The Heights, Inc. December 2013 - December 2014
Silicon Valley Bank June 2014 - August 2014
Enactus September 2013 - May 2014
The Heights, Inc. December 2012 - December 2013
Mashreqbank June 2013 - July 2013
Clinton Global Initiative November 2012 - May 2013
Skills
Advertising, Public Speaking, Communication, Multilingual, Quantitative Analytics, Community Outreach, Marketing, Management, Social Media, Editing, Nonprofits, Microsoft Excel
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Bachelor of Arts (BA), Finance, International Studies, Information Systems
Goldman Sachs July 2012 - Present
Boston College September 2011 - May 2012
Boston College September 2009 - May 2012
Goldman Sachs June 2011 - August 2011
Silicon Valley Bank June 2010 - August 2010
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Communication
Dover Sherborn High School
Silicon Valley Bank January 2015 - Present
PricewaterhouseCoopers LLP September 2013 - November 2014
Student Managed Investment Fund Bucknell University August 2012 - May 2013
Pershing LLC June 2012 - August 2012
Highlander Asset Management July 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Accounting, Bloomberg, Financial Accounting, PowerPoint, Hedge Funds, Private Equity, Financial Analysis, Risk Management
Education
Bucknell University 2009 — 2013
BSBA, Accounting
University of Cape Town 2012 — 2012
School of Commerce
Loomis Chaffee 2005 — 2009
High School Diploma
Silicon Valley Bank February 2014 - Present
Zurich Financial Services (Farmers Life) September 2012 - February 2014
Zurich Financial Services (Farmers Life) September 2010 - September 2012
Zurich Financial Services (Farmers Life) February 2009 - September 2010
Washington Mutual November 2005 - January 2009
Avery Dennison October 2004 - November 2005
Avery Dennison January 2004 - October 2004
Avery Dennison August 2002 - January 2004
Avery Dennison March 1999 - August 2002
Avery Dennison January 1998 - March 1999
Skills
Strategy Development, Analytics, Competitive Analysis, Market Research, Segmentation, Predictive Analytics, Predictive Modeling, New Business Development, Customer Lifecycle..., Financial Modeling, Financial Analysis, Customer Retention, Customer Acquisition, Customer Insight, Channel Management, Strategy, Start-ups, CRM, Finance, Business Planning, Business Intelligence, Management, Marketing Strategy, Leadership, Integrated Marketing
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Bowling Green State University 1992 — 1996
BSBA
Ruder Boskovic
Morgan Stanley Private Wealth Management October 2014 - Present
Silicon Valley Bank December 2013 - July 2014
Goldman Sachs December 2012 - August 2013
UBS Bank USA January 2010 - December 2011
Beneficial Financial Group June 2008 - August 2009
Skills
Securities Valuation, Financial Modeling &..., Proficient in MS Word, MS Excel, MS Powerpoint and MS..., Fluent in English, Urdu, Hindi, and Punjabi languages, Experienced in mortgage..., Superior ratings in..., Effective use of..., A good understanding of..., Microsoft Excel, Loans, Urdu, Financial Analysis, Analysis, Credit, Financial Modeling, Valuation, Corporate Finance, Risk Management, Bloomberg, Hindi, Derivatives, Banking, Portfolio Management, Strategic Financial..., Fixed Income, Options, Securities, Trading, Series 7, Bloomberg Terminal, Investments, Forecasting, Financial Services, Access
Education
Westminster College 2009 — 2011
MBA, Economics & Marketing
Brigham Young University - Hawaii 2001 — 2006
Undergraduate, International Business Management and Economics
Silicon Valley Bank July 2013 - Present
Camp Fire Minnesota July 2011 - Present
Deloitte & Touche, LLP September 2012 - August 2013
Deloitte & Touche LLP September 2010 - August 2012
Skills
US GAAP, Sarbanes-Oxley Act, Internal Controls, CPA, GAAP, Auditing, SEC filings, Accounting, Microsoft Office, External Audit, Financial Accounting, SEC Filings, Financial Analysis
Education
Butler University 2005 — 2009
Bachelors, Accounting, MIS
Famous Software September 2003 - Present
Paramount Citrus 2002 - 2003
Silicon Valley Bank 2000 - 2002
Skills
Account Management, Advertising, Customer Service, Strategic Planning, Direct Sales, Sales Management, Sales, New Business Development, Marketing Strategy, Sales Operations, Forecasting, Marketing, Leadership, Management, Product Development
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
Ag Business, Marketing
Independent October 2014 - Present
Silicon Valley Bank January 2012 - Present
Events Specialist January 2010 - January 2012
Silicon Valley Bank July 2008 - January 2010
Stanford Law School March 2006 - July 2008
Skills
Event Management, Fundraising, Non-profits, Marketing Communications, Marketing, Public Relations, Budgets, Administrative..., Social Media, Volunteer Management, Public Speaking, Customer Service, Strategic Planning, Marketing Strategy, Outlook, Business Development, PowerPoint, Project Management, Team Building, Event Planning, Corporate Events, Cooking, Cycling, Bikram Yoga, Wine, Hospitality, Social Networking, Leadership, Project Planning, Meeting Planning, Start-ups, Training
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS, Agribusiness and Wine and Viticulture
California Culinary Academy 2005 — 2006
AA, Hospitality
Silicon Valley Bank June 2015 - Present
Bowdoin College August 2011 - May 2015
Silicon Valley Bank June 2014 - August 2014
Silicon Valley Bank June 2013 - August 2013
Eastern Yacht Club July 2012 - August 2012
"Grown Ups 2" Movie July 2012 - August 2012
Homes by Holly June 2011 - August 2012
EF Education First June 2012 - June 2012
Bowdoin College Radio (WBOR) February 2012 - May 2012
Eastern Basketball League June 2011 - August 2011
Skills
Video, Cpr Certified, Creative Writing, Leadership, Windows, Time Management, Event Management, Public Relations, Event Planning
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (BA), Economics, Film, Sophmore
Marblehead High School 2007 — 2011
Silicon Valley Bank September 2013 - Present
Silicon Valley Bank February 2012 - September 2013
Silicon Valley Bank February 2009 - June 2012
Silicon Valley Bank April 1998 - December 2010
Sanders, a Lockheed Martin Company July 1997 - March 1998
Fleet Bank December 1995 - July 1997
BayBank July 1994 - December 1995
Skills
Finance, Financial Analysis, Portfolio Management, Financial Modeling, Credit, Commercial Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2002
MBA, Finance
Stonehill College 1990 — 1994
BA, Managerial Economics
Silicon Valley Bank July 2015 - Present
Global Hunter Securities May 2014 - Present
Raymond James Wealth Management May 2013 - August 2013
Montage Hotels & Resorts May 2012 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Leadership, Research, Teamwork, Financial Analysis, Photoshop, Customer Service, Sales, Time Management, Team Leadership, Editing, Data Analysis, Economics, Social Networking, Financial Modeling, Investments
Education
Brown University 2011 — 2015
Silicon Valley Bank January 2009 - Present
Silicon Valley Bank January 2006 - December 2008
Silicon Valley Bank January 2004 - December 2005
Silicon Valley Bank 2000 - 2003
State Street Bank 1995 - 2000
State Street Bank 1988 - 1994
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Corporate Finance, Loans, Cash Management, Financial Services, Investments, Financial Analysis, Financial Modeling, Management, Working Capital..., Middle Market, Acquisitions, Commercial Finance, Credit Analysis, Finance, Portfolio Management, Capital Markets, Credit, Credit Risk, Financial Advisory, Investment Banking, Private Equity, Sales, Trading, Mergers
Education
Boston University Questrom School of Business 1988 — 1991
MBA
Middlebury College 1983 — 1987
BA, American History and Italian
Belmont HIll School
UnitedHealth Group February 2015 - Present
Affinnova, Inc. June 2013 - February 2015
Nielsen June 2013 - February 2015
Silicon Valley Bank June 2012 - August 2012
Pegasystems December 2011 - January 2012
Dennis Yacht Club June 2011 - September 2011
Humedica, Inc May 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, SPSS, CRM, Social Media, Organization, Teamwork, Research, Fundraising, Social Networking, Data Analysis
Education
Bucknell University 2009 — 2013
B.S.B.A., Business Management, 2013
Silicon Valley Bank February 2013 - Present
Discover Financial Services June 2012 - February 2013
Discover Financial Services October 2011 - June 2012
Discover Financial Services June 2011 - October 2011
Quicken Loans September 2010 - June 2011
Skills
Data Analysis, Financial Analysis, Accounting, Financial Risk
Education
Brown University 2006 — 2010
B.A., Economics
Eastward Capital Partners April 2010 - Present
VenCore Solutions LLC November 2003 - October 2008
Silicon Valley Bank May 1995 - May 2003
Skills
venture debt financing, Bank Financing, Financial Analysis, Credit Analysis, Leasing, Finance, Venture Debt, Growth Capital, Mezzanine, Executive Management, Venture Capital, Entrepreneurship, Due Diligence, Portfolio Management, Venture Financing, Investments, Business Planning, Financial Modeling, Structured Finance, Valuation, Private Equity, Start-ups, Corporate Development, Mergers & Acquisitions
Education
Boston College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Silicon Valley Bank September 2012 - June 2015
ActiveRest, LLC. April 2013 - December 2014
NanoDimension September 2010 - August 2012
Intel May 2009 - August 2009
The Wattstopper May 2007 - August 2007
Skills
Excel, Microsoft Office, Customer Relations, Customer Service, Business Strategy, Data Analysis, Financial Analysis, Market Research, Analysis, PowerPoint, Salesforce.com, Outlook, Microsoft Word, Social Media, Business Development, Financial Reporting
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Data Analytics
Boston College 2006 — 2010
Bachelor of Arts, History & Philosophy
Bellarmine College Preparatory 2002 — 2006
High School
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank February 2011 - March 2015
Silicon Valley Bank December 2008 - February 2011
Silicon Valley Bank May 2008 - June 2009
Silicon Valley Bank July 2005 - May 2008
Silicon Valley Bank December 1998 - July 2005
Silicon Valley Bank December 1994 - December 1997
Fleet Bank 1992 - 1994
ABN Amro April 1991 - May 1992
Skills
Venture Capital, Commercial Banking, Start-ups, Private Equity, Mergers, Banking, Corporate Finance, Portfolio Management, Financial Modeling, Credit, Financial Analysis, Commercial Lending, Asset Based Lending, Due Diligence, Investments, Loans, Capital Markets, Cash Management, Credit Analysis, Risk Management, Innovation, Business Development, Economic Development, Sales, Fixed Income, Finance, Business Strategy, Entrepreneurship, Relationship Management, Information Technology, Financial Risk, Equities, Restructuring, Investment Banking, Treasury Management, Executive Management, Leadership, Accounting, Financial Services, Credit Risk, Mergers & Acquisitions, Financial Structuring, Valuation, Strategy, Asset Management, Business Cycle, Software, Structured Finance, Emerging Markets, Cash Flow Lending
Education
Boston College 1988 — 1992
BS
Lawrenceville School 1985 — 1988
SVB Financial Group & Silicon Valley Bank 1994 - Present
Silicon Valley Bank 1993 - Present
Education
Boston College 1979 — 1981
University of San Francisco
MBA, MBA with concentration in Finance
Rabobank N.A. August 2008 - Present
New Century Mortgage 2006 - 2007
Silicon Valley Bank 2004 - 2006
E*Trade Consumer Finance 2003 - 2004
Deutsche Financial Services Corporation 1999 - 2003
Firstplus Bank 1998 - 1999
Avco Financial Services Corporation 1994 - 1997
Education
USC Gould School of Law 1990 — 1993
J.D., Law
California State Polytechnic University-Pomona 1980 — 1984
B.S., Accounting
Silicon Valley Bank July 2015 - Present
Boston College - Carroll School of Management January 2015 - May 2015
Boston College - Carroll School of Management August 2013 - May 2015
Boston College Athletics June 2014 - December 2014
Boston College Athletics August 2012 - December 2014
Brafton Inc. June 2014 - August 2014
Skills
Blogging, Social Media, Social Networking, Microsoft Office, Microsoft Excel
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Chemistry
Barrington High School 2008 — 2011
Silicon Valley Bank July 2015 - Present
Stonecrest Financial June 2011 - September 2013
Education
California State Polytechnic University-Pomona 2011 — 2015
Business Administration: Finance, Real Estate, and Law, Financial Planning and Services
Universidad Antonio de Nebrija 2013 — 2014
Spanish Language and Literature
Silicon Valley Bank June 2014 - Present
Silicon Valley Bank July 2012 - June 2014
Bank of America Merrill Lynch January 2001 - July 2012
Skills
Corporate Finance, Financial Modeling, Private Equity, Capital Markets, Investments, Finance, Banking, Asset Management, Credit Analysis, Venture Capital, Loans, Financial Structuring, Financial Services, Entrepreneurship, Relationship Management
Education
Boston University
University of Rhode Island
Moody's Investors Service October 2011 - Present
Praesidian Capital Investors, LP August 2007 - July 2010
Fidelity Investments January 2004 - August 2005
Silicon Valley Bank June 2000 - December 2003
Skills
Finance, Mutual Funds, Fixed Income, Financial Modeling, Valuation, Equities, Capital Markets, Hedge Funds, Investments, Corporate Finance, Bloomberg, Portfolio Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Boston University Questrom School of Business 1997 — 2000
BS, BA, Business Administration
TradeStation August 2015 - Present
A.C.S. January 2010 - Present
TradeStation December 2013 - July 2015
Silicon Valley Bank October 2009 - January 2011
Etrade March 2007 - October 2009
StrataTrade Capital Management November 2005 - January 2007
Magnus Capital Management January 2005 - November 2005
Carlin Financial Group February 2004 - January 2005
Redwood Trading, LLC March 2003 - January 2004
PEF Financial Services January 2001 - March 2003
Skills
Product Management, Product Requirements, Electronic Trading, Trading Systems, Trading, Equities, Competitive Analysis, Derivatives, Financial Services, Agile Methodologies, Alternative Investments, Analytics, Portfolio Management, Financial Markets, Hedge Funds, Management, Fixed Income, Investments, Capital Markets
Education
California State University-Fresno 1991 — 1995
Bachelor of Science (BS), International Business/Trade/Commerce
TPG Capital, L.P. August 2008 - 2012
Nomis Solutions February 2007 - August 2008
Junior Achievement of the Bay Area 2004 - 2007
Silicon Valley Bank July 2001 - September 2004
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
BS, Business and Economics
Mira Costa High School 1993 — 1997
Bank of the Sierra August 2013 - Present
United Security Bank April 2011 - August 2013
Wells Fargo Bank February 2008 - April 2011
EastWestBank December 2006 - February 2008
Silicon Valley Bank June 1994 - December 2006
Skills
Asset Based Lending, Cash Management, Credit, Financial Analysis, Portfolio Management, Underwriting, Banking, Lines Of Credit, Commercial Lending, Commercial Banking, Loans, Customer Relations, Risk Management, Credit Analysis, Credit Risk, Commercial Mortgages
Education
California State University, Fresno 1988 — 1992
Bachelor’s Degree, Accounting, 3.6
Square 1 Bank March 2014 - Present
Charity Partners, Inc. and Tickets For Charity August 2012 - March 2014
First Commons Bank, Newton Centre, MA June 2010 - August 2012
Silicon Valley Bank April 2000 - May 2006
SVB Financial Group September 1991 - August 1999
Skills
Non-profits, Asset Based Lending, Credit, Nonprofits, Commercial Lending, New Business Development, Portfolio Management, Commercial Banking, Strategic Planning, Management, Loans, Financial Risk, Banking, Risk Management, Executive Management
Education
Boston University - School of Management 1989 — 1991
MBA
Tufts University 1983 — 1987
BA, Economics, Spanish
Choate Rosemary Hall 1980 — 1983
Silicon Valley Bank January 2015 - Present
Silicon Valley Bank August 2004 - Present
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Financial Modeling, Credit, Mergers & Acquisitions, Financial Analysis, Banking, Portfolio Management, Business Development, Private Equity, Asset Based Lending, Valuation, Corporate Finance, Due Diligence, Investments, Venture Capital, Financial Services, Financial Structuring
Education
Boston College 2000 — 2004
Barclays Global Investors March 2005 - Present
Capital Group March 2003 - March 2005
Silicon Valley Bank January 2000 - March 2003
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Business
Grants On Track, LLC (formerly Alliance Nonprofit Consulting) January 2007 - Present
VisionQuest 20/20, Inc. July 2005 - January 2007
Alliance Nonprofit Consulting (now Grants On Track, LLC) July 2001 - June 2005
Imperial Bancorp 1998 - 1999
Silicon Valley Bank 1996 - 1998
Franchise Finance Corporation of America 1995 - 1996
Bank of Boston July 1994 - July 1995
Shawmut National Corporation 1989 - 1994
Skills
Program Development, Strategic Planning, Proposal Writing, Fundraising, Non-profits, Grant Writing, Program Evaluation, Financial Analysis, Strategy, Grants, Training, Organizational..., Public Policy, Community Outreach, Non-profit..., Public Speaking, Volunteer Management, Leadership, Leadership Development, Nonprofits, Program Management, Management, Community Development, Budgets, Workshop Facilitation, Policy, Philanthropy, Board Development, Event Planning, Start-ups, Public Relations, Project Planning, Entrepreneurship, Business Planning, Executive Management, CRM, Event Management, Coaching
Education
Boston College 1987 — 1989
B.S., Business Administration
Cape Elizabeth High School 1981 — 1983
Northfield Mount Hermon School 1979 — 1981
College Preparatory
Zions Bancorporation November 2013 - Present
Silicon Valley Bank March 2012 - November 2013
Goldman Sachs October 2007 - March 2012
Skills
Technical Project and..., Utilization of project..., Implement best practice..., Work Process Improvement, Contract Negotiation, Operational Efficiency, Time Studies, Work Measurement, Project Reporting, Performance Measurement, Project Management, Program Management, Business Process..., Time Study, Operations Management, Visio, Process Improvement, Vendor Management, User Acceptance Testing, Leadership, Business Process, Coaching, Training, Management, Risk Management, Project Planning, Business Analysis, Enterprise Software, Testing, SDLC, PMO, Project Portfolio..., Software Project..., Requirements Gathering, Analysis, Cross-functional Team..., Change Management, CRM, Process Engineering, IT Strategy, Outsourcing, Requirements Analysis, Strategy, Agile Project Management, Integration, Resource Management, Software Documentation, Business Intelligence, Business Process..., Consulting
Education
Brigham Young University
BS, Management
MK Investment Advisory Services 2010 - Present
WR Hambrecht + Co 2006 - 2008
American Technology Research 2004 - 2006
DB Alex. Brown 2001 - 2004
Silicon Valley Bank 1998 - 1999
Skills
Equities, Investments, Equity Research, Capital Markets, Portfolio Management, Valuation, Investment Banking, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Bucknell University
BS Management, Qualified for BA in Japanese Language
City National Bank May 2014 - Present
Silicon Valley Bank May 2011 - April 2014
Silicon Valley Bank March 2009 - July 2011
Silicon Valley Bank September 2006 - March 2009
Silicon Valley Bank August 2005 - September 2006
Skills
Credit Analysis, Sales, Credit, Finance, Financial Analysis, Due Diligence, Investments
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
B.S., Business Administration
Silicon Valley Bank January 2011 - Present
Pearl Street Capital LLC July 2009 - December 2010
Square 1 Bank January 2008 - July 2009
Escalate Capital May 2004 - December 2007
Comerica Bank May 1997 - May 2004
Silicon Valley Bank May 1992 - May 1995
Pacific Venture Finance/ Equitec January 1989 - April 1992
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Treasury Services, Credit Risk, Portfolio Management, Private Equity, Financial Modeling, Corporate Finance, Management, Entrepreneurship, Cash Management, Valuation, Mergers & Acquisitions
Education
Cal Poly San Luis Obispo 2005 — 2008
BS, Finance, General
Washington State University 2003 — 2004
Silicon Valley Bank September 2013 - Present
Silicon Valley Bank September 2012 - Present
Silicon Valley Bank March 2010 - September 2012
Silicon Valley Bank 2006 - March 2010
Deloitte 2004 - 2006
Skills
Outlook, Venture Capital, Risk Management, Financial Analysis, Banking, Strategic Planning, Budgets, Finance, Financial Reporting, Portfolio Management, Microsoft Excel, Credit, Fundraising
Education
Boston College 2000 — 2004
BS, Accounting
MHS
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank February 2004 - February 2015
Silicon Valley Bank December 1999 - February 2004
State Street Bank & Trust Company January 1996 - October 1998
State Street Bank & Trust Company September 1992 - December 1995
State Street Bank & Trust Company January 1990 - August 1992
Skills
Credit Analysis, Financial Analysis, Venture Capital, Management, Portfolio Management, Commercial Banking, Banking, Financial Modeling, Credit, Relationship Management, Financial Services, Global Cash Management, Treasury Services
Education
Boston College 1995 — 1999
Bachelor degree, Business Administration
Hercules Technology Growth Capital, Inc. 2014 - Present
Silicon Valley Bank 2011 - 2013
Management Consulting 2008 - 2010
Back Bay Capital / Banc of America Securities 2000 - 2007
State Street Bank 1994 - 1997
Shawmut Bank - Connecticut National Bank (CNB) 1985 - 1994
Skills
Debt Restructuring, Portfolio Management, Credit, Underwriting, Banking, Finance, Loans, Investments, Risk Management, Commercial Lending, Mergers, Restructuring, Asset Based Lending, Private Equity, Leveraged Finance, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 1999
MSF, Finance
College of the Holy Cross 1981 — 1985
BA, Accounting / Economics
Oxford Finance LLC March 2014 - Present
Silicon Valley Bank August 2010 - March 2014
Skills
Valuation, Portfolio Management, Investments, Private Equity, Venture Capital, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
Bowdoin College 2006 — 2010
Economics, Government and Legal Studies
Kaiser Permanente May 2012 - Present
Silicon Valley Bank October 2009 - May 2012
CM Capital July 2008 - July 2009
Deloitte & Touche September 2006 - July 2008
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
BS, Accounting
Goldman Sachs May 2015 - Present
Silicon Valley Bank January 2013 - April 2015
Silicon Valley Bank January 2013 - August 2014
Gordon Brothers Group - Appraisal & Valuation Division May 2011 - December 2012
UBS June 2010 - August 2010
East River Energy Co. May 2009 - August 2009
Education
Boston College 2007 — 2011
Bachelor of Science, Economics & Finance
SVB Financial Group January 2011 - Present
Pearl Street Capital Group August 2009 - December 2010
Square 1 Bank 2008 - 2009
Escalate Capital 2004 - 2007
Comerica Bank 1997 - 2004
Silicon Valley Bank 1992 - 1997
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Finance
Silicon Valley Bank October 2014 - Present
AccessData April 2013 - August 2014
US Department of Homeland Security, US Customs August 1987 - March 2013
Education
California State University, Fresno
MBA
San Jose State University
BS, Aviation Operations
Synageva BioPharma Corp. January 2014 - Present
The Leukemia & Lymphoma Society 2012 - Present
Synageva BioPharma Corp. November 2012 - December 2013
Silicon Valley Bank November 2009 - November 2012
Fiserv September 2007 - July 2009
Vocational Rehabilitation January 2007 - April 2007
Suffolk County District Attorney June 2006 - August 2006
Skills
Outlook, Customer Service, Westlaw, Microsoft Word, PowerPoint, Microsoft Excel, Notary Public, Contract Management, International..., Docketing, Microsoft Office, Oral & Written..., Ipendo, Microsoft CRM, Organization, Self-starter, LiveNote, CaseMap, PACER, Filing
Education
Boston University 2010 — 2010
Paralegal Certificate
University of Nebraska at Kearney 2003 — 2007
Bachelor of Science
Self Employed - Independent Financial Consultant 2009 - Present
Silicon Valley Bank 1997 - 2003
Security Pacific Business Credit 1980 - 1988
Skills
Commercial Banking, Credit, Credit Analysis, Loans, Credit Risk, Mortgage Lending, Underwriting, Portfolio Management, Financial Risk, Cross Selling, Financial Analysis, Risk Management, Finance, Corporate Finance, Financial Services, Relationship Management, Credit Cards
Education
Cairo University
Bachelor's Degree, Faculty of Commerce "Accounting Major"
Silicon Valley Bank September 2011 - Present
Education
Boston College 1989 — 1993
BA, English
St. Mary's College of California
Single Subject Teaching Credential, English
Pineapple Hill Inn B&B June 2015 - Present
Silicon Valley Bank September 2000 - June 2003
Hills Department Stores 1981 - 1999
Skills
A+ Certified, Help Desk Support, Customer Service, Cashiering, Phone Etiquette, Dining Etiquette, Email Etiquette, Microsoft Office, Social Media, Teamwork, English, Windows, Outlook, Time Management, Facebook, Networking
Education
Bucks County Community College 2012 — 2015