Social Finance (SoFi)
Industry: Personal finance company
DescriptionSocial Finance, Inc. is an online personal finance company that provides student loan refinancing, mortgages and personal loans. Customer service: 1 (855) 456-7634 CEO: Anthony Noto (Mar 1, 2018–) Headquarters: San Francisco, CA Founded: August 2011 Revenue: 547 million USD (2017) Founders: Mike Cagney, James Finnigan, Ian Brady, Dan Macklin
Social Finance (SoFi) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Social Finance (SoFi). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Social Finance (SoFi) Employees
Uber 2015 - Present
Banian Labs 2015 - Present
Yeti Data 2015 - 2015
RedHoop 2013 - 2015
Social Finance (SoFi) 2012 - 2013
Crunchyroll April 2011 - September 2012
Coupons Inc. 2009 - 2011
SAP 2006 - 2008
LinguaNet November 2005 - September 2006
KongZhong May 2005 - August 2005
Skills
Product Management, Product Strategy, Product Marketing, Partner Management, Enterprise Software, Competitive Analysis, Cross-functional Team..., user acquisition, Information Architecture, User-centered Design, Online Marketing, Social Media Marketing, Digital Marketing, Monetization, Neuromarketing, Consumer Behaviour, Buyology, behavioral economics, Online Advertising, Business Development, Start-ups, Mobile Applications, Program Management, Leadership, Project Management
Education
Stanford Graduate School of Business 2004 — 2006
MBA, Business Administration and Management, General
Mount Holyoke College 1997 — 2000
BA, Double major in Computer Science & Economics
Plug and Play Tech Center September 2015 - Present
Rauxa June 2014 - August 2014
Social Finance (SoFi) June 2012 - September 2012
Zimbio June 2010 - August 2010
Skills
Social Media, Program Management, Marketing, Financial Modeling, Finance, Valuation, Spanish, Start-ups, Non-profits, PowerPoint, Data Analysis, Strategy, Market Research, Microsoft Office, Microsoft Excel
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Science, Technology and Society
GuestDNA July 2015 - Present
Roosevelt Capital January 2002 - Present
Rabbl February 2014 - Present
Social Finance (SoFi) September 2011 - April 2013
Reboot With Joe June 2011 - August 2011
Healthy Fit January 2002 - March 2011
Epesi Technologies October 1999 - January 2002
Harvard Business School 1998 - 2000
Netscape Communications January 1998 - July 1998
Battery Ventures March 1994 - December 1997
Skills
Entrepreneurship, Hiring/firing, Investments, Entrepreneur, Business Strategy, Strategic Planning, Private Equity, Negotiation, Venture Capital, Team Building, Start-ups, Marketing Strategy, Public Speaking, Fundraising, Business Planning, Healthcare, Retail, New Business Development, Writing, Strategic Partnerships, Research, Coaching, Non-profits, Strategy Development, Market Research, Mentoring, Analysis, Competitive Analysis, Teaching, Business Development, Strategy, Nonprofits, Sales Management, Angel Investing, Sales, Corporate Development, Training, Recruiting, Management Consulting, Budgets, Mergers & Acquisitions, Leadership, Management, Consulting, Due Diligence
Education
Harvard Business School 1998 — 2000
MBA, Finance
Harvard College 1987 — 1991
B.A., History, magna cum laude
Sidwell Friends 1985 — 1987
Potomac School 1980 — 1984
MUFG Americas May 2014 - Present
Social Finance (SoFi) June 2013 - January 2014
Carnegie Mellon University, Center for Entrepreneurship October 2008 - May 2013
Ashoka, Social Financial Services May 2006 - May 2008
Social Venture Partners (SVP) Pittsburgh 2003 - 2005
Skills
Entrepreneurship, Strategy, Project Management, Marketing Strategy, Program Management, Program Development, Business Development, Fundraising
Education
University of California, Berkeley 2015 — 2016
Certificate, Financial Planning
Carnegie Mellon University 2005 — 2007
MBA, Finance and Entrepreneurship
University of Arizona, College of Agriculture & Life Sciences 1995 — 1999
BS, Plant Sciences
Social Finance (SoFi) August 2015 - Present
BayStreet Research, LLC October 2012 - August 2015
Innovations PSI September 2008 - October 2012
Commercial retail businesses July 2007 - September 2008
MetroPCS May 2005 - June 2007
Quest Financial Services (Quest F.S.) 2001 - 2005
OneMediaPlace (formerly Adauction.com) 1999 - 2001
Skills
Management, Human Resources, Recruiting, Research, Event Planning, Marketing, Customer Service, Social Media, Team Building, Project Management, Public Speaking, Budgets, Operations Management, Account Management, Employee Relations, Contract Negotiation, Team Leadership, Project Planning, Administrative..., Social Media Marketing, New Business Development, Marketing Strategy, Social Networking, Inventory Management, Event Management, Sales, Community Outreach, Fundraising, Microsoft Word, Editing, Negotiation, Onboarding, Technical Recruiting, Non-profits, Financial Analysis, Process Scheduler, Advertising, Merchandising, Accounting, Sales Management, Public Relations, Administrative..., Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Photoshop, Data Entry
Education
San Jose State University
Bachelor of Science, Interior Design
Lone Star Funds / Hudson Advisors October 2014 - Present
Social Finance (SoFi) June 2013 - August 2013
KB Partners December 2012 - March 2013
Balyasny Asset Management L.P. June 2012 - August 2012
IncubateNYC May 2012 - June 2012
Johns Hopkins University, Center for Talented Youth June 2011 - August 2011
Independent Consultant January 2011 - June 2011
University of Iowa January 2010 - December 2010
Denklau For Congress July 2009 - November 2010
Johns Hopkins University, Center for Talented Youth June 2010 - August 2010
Skills
Investment Banking, Statistics, Valuation, Economics, Research, Financial Modeling, Equities, Business Strategy, Capital Markets, DCF, Corporate Finance, Financial Analysis, Data Analysis, Finance, Public Speaking, Event Planning, Bloomberg, Hedge Funds, Private Equity, Due Diligence, Non-profits, Social Media, Equity Research, Mergers, Business Valuation, Policy Analysis, Venture Capital, Investments, Asset Management, Equity Valuation, Fixed Income, Emerging Markets, Quantitative Analytics, Securities, Portfolio Management, Nonprofits, Mergers & Acquisitions
Education
Northwestern University School of Law 2011 — 2014
JD-MBA
Northwestern University - Kellogg School of Management 2011 — 2014
JD-MBA
University of Iowa 2003 — 2006
BS
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA
Bogazici University
Davenport West High School
First Republic Bank January 2015 - Present
Social Finance (SoFi) June 2012 - January 2015
Tuck School of Business at Dartmouth College August 2010 - June 2012
Independent June 2006 - June 2012
Global Impact June 2011 - August 2011
US SAILING June 2006 - October 2010
Stanford University February 2010 - July 2010
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Yale University 2002 — 2006
BA, History
Santander Consumer USA Inc. February 2015 - Present
Social Finance (SoFi) May 2014 - December 2014
Wells Fargo August 2006 - April 2014
Chase January 2002 - January 2006
MasterCard January 2000 - January 2002
Skills
Credit, Loans, Mortgage Lending, Consumer Lending, Portfolio Management, Retail Banking, Underwriting, Relationship Management, Cross Selling, Sales Management, Process Improvement, Change Management, Loan Origination, Credit Analysis, Marketing Strategy, Sales Operations, Credit Risk, Reputation Management, Media Relations, Marketing, Mentoring, Executive Coaching, Mortgage Banking, Management, Sales, CRM, Business Development, Finance, Financial Services, Product Management, Credit Cards, B2B, Customer Acquisition, Team Building, Loan Servicing, Negotiation, Executive Management, Banking, Strategic Planning, Leadership, Strategy
Education
Boston University - School of Management 1986 — 1990
BS, Business Administration and Management, General
Mercersburg Academy 1984 — 1986
Preparatory School
Charles Schwab 2012 - Present
Social Finance (SoFi) 2012 - 2012
Sun Life Financial 1993 - 2011
Arthur Andersen & Co. September 1990 - May 1993
Skills
Trading, Portfolio Management, Fixed Income Analysis, Fixed Income, Investments, Asset Managment, Alternative Investments, Equities, Asset Allocation, Capital Markets, Bloomberg, Investment Management, Mutual Funds, Investment Strategies, Securities, Series 7, Bonds, Finance
Education
Boston University - School of Management 1990 — 1991
MBA, Business
Colby College
Bachelors degree, Business & Math
Laguna Blanca School
Self-Employed 2015 - Present
LaunchPad Central 2013 - 2014
Social Finance (SoFi) 2011 - 2013
Xpert Financial 2011 - 2011
Gordian Labs 2006 - 2010
Finaplex 2002 - 2005
Independent Consultant 2000 - 2002
UBS 1995 - 2000
Vanguard Software Corporation 1994 - 1995
Metaresearch, Inc. 1993 - 1994
Skills
Agile Methodologies, Start-ups, SaaS, Software Development, Enterprise Architecture, Scalability, Java, Strategy, Cloud Computing, Product Management
Education
Reed College 1991 — 1994
B.A., Economics and Philosophy
Portland State University 1994 — 1994
Systems Science
Wellesley College 1990 — 1991
Deloitte June 2015 - Present
Social Finance (SoFi) October 2012 - June 2014
Google October 2011 - October 2012
National Basketball Association June 2010 - September 2011
The Integer Group June 2009 - August 2009
National Basketball Association June 2008 - August 2008
Skills
Social Media, Event Planning, Editing, Social Networking, Recruiting, Blogging, Public Relations, Event Management, Marketing Communications, Google Analytics, Marketing, Strategic Communications, Social Media Marketing, Interviews, Facebook, Online Advertising, Marketing Strategy, Copy Editing, Copywriting, Internal Communications
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
Columbia College (NY) 2006 — 2010
Bachelors, English Literature
Pfizer March 2014 - Present
Simplicity Vet, LLC March 2009 - Present
GSW Worldwide June 2012 - March 2014
Social Finance (SoFi) December 2011 - December 2012
GSW Worldwide July 2011 - May 2012
DraftFcb Healthcare December 2009 - July 2011
Mimeo.com December 2008 - December 2009
Santa Clara University October 2006 - August 2008
Santa Clara University July 2004 - October 2006
Occidental College June 2003 - July 2004
Education
Santa Clara University 2005 — 2008
MBA
Santa Clara University 1999 — 2002
Bachelor of Arts (B.A.)
College of the Holy Cross 1998 — 1999
Brophy College Prep 1996 — 1998
Kauffman Foundation Center for Venture Education June 2014 - Present
Slated, Inc. April 2013 - Present
Social Finance (SoFi) May 2012 - June 2013
First Time Fest 2013 - 2013
Goldman Sachs July 2010 - April 2012
Goldman Sachs June 2009 - August 2009
Fried Frank 2001 - 2008
Freelance 1997 - 2008
William Morris Agency 1994 - 1997
Pilot Pictures 1992 - 1993
Skills
Entrepreneurship, Financial Modeling, Investments, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Investment Banking, Capital Markets, Equities, Strategy, Asset Management, Corporate Development, Emerging Markets, Independent Film, Film Finance, Film, Film Production, Corporate Finance
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Hamilton College 1986 — 1990
BA, Creative Writing / English Literature
Monsignor Donovan High School 1982 — 1986
Governor's School of New Jersey 1985 — 1985
Public Issues
PESCM April 2000 - Present
Social Finance (SoFi) 2012 - 2012
Education
University of Minnesota-Twin Cities 1994 — 1998
DVM, Veterinary Medicine
Cornell University 1988 — 1993
BA, Biology
IDEA: Northeastern University's Venture Accelerator September 2014 - Present
Goldman Sachs January 2015 - June 2015
J.Crew September 2014 - December 2014
Hercules Technology Growth Capital January 2014 - June 2014
Red Sox Foundation August 2013 - October 2013
State Street January 2013 - June 2013
Social Finance (SoFi) June 2012 - May 2013
Revolution Systems June 2010 - August 2010
Bongobing.com June 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Debt & Equity Financing, Financial Modeling, Market Research, Critical Thinking, Investments, PowerPoint, Underwriting, Accounting, Bloomberg, CRM, Data Entry, Research, Equity Valuation, Equity Research, Microsoft Office, Data Analysis, Access, Statistics, Microsoft Word, Outlook, Social Networking, SPSS, Social Media, Pricing, Google Sites, Team Leadership, Budgeting, Japanese business..., Debt Restructuring, Analysis, Due Diligence, Competitive Analysis, Investment Banking, Portfolio Management, Sales, Finance, Public Speaking, Management, Leadership, Teamwork
Education
Northeastern University 2011 — 2015
Bachelor of Science Degree, Business Administration; Finance, Accounting 3.94 GPA, Sophomore
ESIC: Business & Marketing School 2014 — 2014
International Marketing and Spanish
Pomfret School 2008 — 2011
MIT Sloan School of Management August 2011 - June 2013
Social Finance (SoFi) June 2012 - August 2012
Foros September 2009 - August 2011
Deutsche Bank Securities June 2006 - July 2009
Skills
Financial Modeling, Mergers, Due Diligence, Finance, Valuation, Business Analysis, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Private Equity, Investment Banking
Education
MIT Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
Vanderbilt University 2002 — 2006
BA, Economics, Spanish, Pre-Med
NOM. (Not Ordinary Media) January 2015 - Present
(Self-employed) July 2002 - Present
Truition PBC April 2015 - July 2015
Krik Krak December 2013 - December 2014
CaliberVantage July 2013 - September 2013
Social Finance (SoFi) March 2012 - January 2013
ProspectMarkets October 2007 - December 2008
(Self employed) December 2000 - December 2007
Duke Club of Boston July 2005 - October 2007
Affinio Corporation March 2005 - April 2007
Skills
Business Development, Business Strategy, Program Management, Start-ups, Entrepreneurship, Mergers, Management, Public Speaking, Mergers & Acquisitions, Investments, Fundraising, Team Building, Private Equity, Strategy, Venture Capital, Leadership, Strategic Partnerships, Due Diligence, Business Planning, Analysis, Corporate Development, Management Consulting, Competitive Analysis, Portfolio Management, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA, New Product and Venture Development Track (focus on high-tech entrepreneurship)
Duke University 1991 — 1995
A.B., Mathematics
Polytechnic School 1982 — 1991
High school diploma
Yale University
Social Finance (SoFi) June 2011 - Present
ReFlow Services November 2010 - Present
Cabezon Investment Group November 2005 - Present
Finaplex March 2000 - September 2005
Wells Fargo April 1994 - March 2000
Skills
Hedge Funds, Equities, Portfolio Management, Entrepreneurship, Asset Managment, Student Loans, Global Macro, Asset Management, Fixed Income, Investments, Capital Markets, Financial Services, Wealth Management, Structured Products, Securities, Loans, Investor Relations, Structured Finance, Finance, Mutual Funds, Financial Markets, Peer Mentoring, Collaboration, Commodity, Alternative Investments, FX Options, High Availability, Networking, Fishing, Commercial Fishing, Strategy
Education
Stanford University Graduate School of Business 2010 — 2011
MS in Management, Sloan Fellow
University of California, Santa Cruz 1992 — 1994
MS, Applied Economics
University of California, Santa Cruz 1989 — 1993
BA, Economics
Grosse Ile
University High School
-- March 2015 - Present
KMF Investments October 2014 - Present
Social Finance (SoFi) January 2011 - February 2015
Accenture September 2008 - July 2011
Accenture August 2006 - August 2008
National Instruments 2004 - 2006
Skills
Entrepreneurship, Product Management, Business Strategy, Start-ups, Product Development, Business Development, Management Consulting, Program Management, Strategy, Financial Modeling, Venture Capital
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Rice University 2002 — 2006
BA, Mangerial Studies
Rice University 2002 — 2006
BS, Electrical Engineering
Wealthfront Inc. March 2015 - Present
Dev Bootcamp October 2014 - February 2015
Digital Divide Data September 2013 - November 2014
Brown University September 2011 - June 2013
Social Finance (SoFi) June 2012 - August 2012
Brown University January 2011 - May 2012
Mississippi River June 2010 - August 2010
IDEO June 2009 - October 2009
ENMETRIC June 2008 - August 2008
Skills
Ruby, Ruby on Rails, Sinatra, JavaScript, AngularJS, Git, HTML 5, Statistics, Github, jQuery, Test Driven Development, RSpec, Agile Web Development, PostgreSQL, SQLite, ActiveRecord, Capybara, CSS
Education
Dev Bootcamp 2014 — 2015
Full Stack Web Development
Brown University 2010 — 2013
Bachelor of Arts, Applied Mathematics, 3.6/4.0
Carleton College 2008 — 2009
Crystal Springs Uplands School 2001 — 2008
Diploma
Forum∀ July 2014 - Present
Social Finance (SoFi) October 2012 - June 2013
Deutsche Bank 2005 - 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, French, Financial Modeling, Fixed Income, Financial Structuring, Economics, Capital Markets, Investments, Securitization, Mergers & Acquisitions, Finance, Structured Finance, ABS
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science (MS), Management
University of Chicago 2002 — 2006
Bachelor of Arts (BA), Economics
Gap Inc. November 2013 - Present
Social Finance (SoFi) June 2012 - August 2012
Bank of America Home Loans May 2007 - August 2011
Goldberg Weprin and Ustin LLP January 2005 - May 2007
Education
Samuel Curtis Johnson Graduate School of Management at Cornell University 2011 — 2013
MBA, Consulting
New York University 2003 — 2007
B.A., Economics
IESE Business School - University of Navarra
Riverbed Technology 2014 - Present
Social Finance (SoFi) 2012 - 2014
United Online 2009 - 2012
Accenture 2005 - 2009
Oracle 2001 - 2004
Netcentives.com 2000 - 2001
Ernst & Young 1998 - 2000
Skills
Business Strategy, Financial Analysis, Management Consulting, Competitive Analysis, Financial Modeling, Strategy, Management, CRM, Enterprise Software, Strategic Planning, Leadership, Strategic Partnerships, Finance, Start-ups, Consulting
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
University of California, Berkeley, Haas School of Business
BS, Business Administration
Century 21 Redwood Realty February 2015 - Present
Century 21 Redwood Realty January 2014 - Present
Inman News August 2015 - Present
Graham-Pelton Consulting, Inc. May 2013 - August 2013
Social Finance (SoFi) June 2012 - May 2013
New Richmond Ventures September 2012 - April 2013
Re:Act Media March 2010 - April 2011
Regent University February 2008 - June 2010
Skills
Photography, French, Video Production, Immigration Law, Editing, Video, Television, Social Entrepreneurship, Non-profit Board..., Market Research, Emerging Market Analysis, International Finance, VaR Analysis, FX trading
Education
The College of William and Mary - The Mason School of Business 2011 — 2013
MBA, Social Entrepreneurship and Real Estate
Hampden-Sydney College 2000 — 2004
B.A, Economics and French
Université Stendhal (Grenoble III) 2001 — 2002
Study Abroad Program
Rocketure July 2015 - August 2015
Capgemini Consulting February 2015 - May 2015
Metamorphic Ventures August 2014 - November 2014
Cartier May 2013 - July 2014
Social Finance (SoFi) 2012 - 2013
Meredith Whitney Advisory Group 2010 - 2012
Goldman Sachs June 2008 - August 2008
Barclays Capital June 2007 - August 2007
Skills
Qualitative Research, Report Writing, Strategy, Branding & Identity, Management Consulting, Sales, Watches, Digital Media, Strategic Thinking, Creative Problem Solving, Financial Services, Financial Modeling, Corporate Communications, Valuation, Creative Writing, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship & Innovation; Finance
Wake Forest University 2009 — 2010
MA, Management
Brown University 2005 — 2009
BA, English
Stockholms universitet 2007 — 2007
Study Abroad
Cape Henry Collegiate School 2002 — 2005
H.S. Diploma
Piper Jaffray July 2014 - Present
Social Finance (SoFi) September 2012 - May 2014
Carlson School of Management, University of Minnesota August 2012 - May 2014
Needham & Company May 2013 - November 2013
FirstCNG June 2012 - August 2012
Development Guild/DDI January 2011 - May 2012
NOLS August 2010 - November 2010
Teach For America June 2008 - May 2010
Teach For America August 2007 - March 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
New Business Development, Relationship Development, Project Management, Market Research, Management Consulting, Leadership, Data Analysis, Financial Analysis, Strategy, Finance, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
MBA, Finance and Strategy
Washington University in St. Louis 2004 — 2008
BA, Economics and History
St. Paul Academy and Summit School 2000 — 2004
UC Berkeley Financial Aid Office January 2011 - December 2013
Levi Strauss & Co. June 2013 - August 2013
Social Finance (SoFi) March 2012 - March 2013
Skills
Facebook, Microsoft Office, Social Media, PowerPoint, Goal Oriented, Research, Microsoft Word, Microsoft Excel, Outlook
Education
Freie Universität Berlin 2014 — 2014
European Studies/Civilization and German language
University of California, Berkeley 2010 — 2014
Bachelor's degree, Organizational Behavior Studies
Glen Rock High School, Glen Rock, NJ 2006 — 2010
High School Diploma
ICONIQ Capital February 2014 - Present
Social Finance (SoFi) March 2012 - February 2014
Indaba Capital March 2010 - March 2012
Discovery Engine July 2007 - March 2011
Skills
Corporate Finance, Financial Analysis, Investments, Finance, Alternative Investments, Hedge Funds, Start-ups, Asset Management, Accounting
Education
Santa Clara University - Leavey School of Business 2007 — 2011
MBA, Finance
University of Southern California - Marshall School of Business 2003 — 2007
BS, Business Administration
Batuta Capital Advisors LLC October 2014 - Present
DTV America January 2015 - Present
Social Finance (SoFi) November 2013 - Present
Social Finance (SoFi) October 2012 - October 2013
BGB Securities July 2011 - October 2012
Global Hunter Securities 2009 - June 2011
FBR Capital Markets 2004 - 2009
Skills
Securities, Mutual Funds, Trading, Series 63, Finance, High Yield, Funding, Analysis, Management, Capital, New Business Development, Loans, Hedging, Marketing, Sales, Private Equity, Bloomberg, Portfolio Management, Banking, Economics, Corporate Finance, Alternative Investments, Asset Management, Emerging Markets, CRM, Business Development, Financial Analysis, Financial Advisory, Due Diligence, Venture Capital, Fixed Income, Investor Relations, Investment Strategies, Asset Allocation, Investment Management, Corporate Development, Institutional..., Leveraged Finance, Financial Markets, Financial Services, Bonds, Options, Structured Finance, Derivatives, Private Placements, Structured Products
Education
Arizona State University - W. P. Carey School of Business 1999 — 2004
BS, Business Management, Major: Business Management ; Minor: Spanish
Universidad Carlos III de Madrid 2002 — 2003
Finance
Juniper Square 2014 - Present
PayrollHero.com 2012 - Present
Social Finance (SoFi) 2012 - 2013
New Energy Risk 2010 - 2013
GreenDoor, Inc. 2009 - 2010
Bloom Energy August 2008 - September 2008
Green Order June 2008 - July 2008
Microsoft July 2002 - June 2007
Skills
Product Management, Energy, Renewable Energy, Start-ups, Competitive Analysis, Product Development, Product Marketing, Product Launch, Solar, Project Finance
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
University of Washington 1997 — 2002
BA, Spanish Language, Business Administration (Finance)
Decker Communications March 2015 - Present
Decker Communications November 2012 - Present
Consultant December 2010 - Present
Social Finance (SoFi) March 2012 - August 2012
CEW April 2009 - November 2010
Vail Symposium June 2007 - October 2008
Plum TV May 2005 - May 2007
Skills
Media Relations, Marketing, Public Relations, Social Media Marketing, Strategy, Press Releases, Email Marketing, Blogging, Strategic Communications, Social Media, Messaging, Content Strategy, Brand Management, Editing, Management, Event Planning, Event Management, Public Speaking, Nonprofits, Fundraising, Advertising, Writing, Newsletters, Sponsorship, Start-ups, Google Analytics, Creative Writing, Speech Writing, Internal Communications, Branding & Identity, Television Producing, Copywriting
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA
Lorenzo de Medici Institute 2004 — 2004
Affirm, Inc. September 2015 - Present
Lending Club September 2014 - September 2015
Social Finance (SoFi) September 2011 - August 2014
Corsair Capital June 2009 - August 2009
Uganda Microfinance Ltd. June 2007 - July 2008
Deutsche Bank July 2005 - May 2007
Lehman Brothers June 2003 - June 2005
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Private Equity, Business Development, Due Diligence, Finance, Venture Capital, Capital Markets, Strategy, Valuation, Corporate Finance, Portfolio Management, Corporate Development, Emerging Markets, Entrepreneurship, Start-ups, Microfinance, Equities, Financial Analysis, Competitive Analysis, Investment Banking
Education
Harvard Business School 2008 — 2010
MBA
Indiana University - Kelley School of Business 1999 — 2003
BS
MeasureOne January 2015 - Present
Social Finance (SoFi) June 2013 - January 2015
Capital One January 2012 - June 2013
JPMorgan Chase 2007 - 2012
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2001 - 2004
Crestar Financial (Now SunTrust) 1997 - 1998
Signet Bank July 1996 - December 1997
Skills
Risk Management, Credit, Statistical Modeling, Student Loans, Mortgage Lending, Retail Banking, Consumer Lending, Credit Risk, Financial Services, Portfolio Management, Credit Cards, Analytics, Loans, Strategy, Financial Analysis, Financial Risk, Forecasting, Management, Banking
Education
Georgia Institute of Technology 2000 — 2001
Ph.D. Studies (no degree), Stochastic Optimization
University of Virginia 2005 — 2007
CBA Graduate School of Retail Bank Management
Virginia Commonwealth University 1998 — 2000
MS, Operations Research
Miami University 1994 — 1996
MA, Economics
University of Richmond 1990 — 1994
BA, Economics
Malvern Prep 1986 — 1990
Aria Partners February 2014 - Present
Social Finance (SoFi) 2012 - June 2013
CalPERS May 2008 - August 2011
Utah Fund of Funds June 2007 - May 2008
Skills
Alternative Investments, Due Diligence, Fund Of Funds, Private Equity, Venture Capital, Financial Modeling, Investments, Valuation, Entrepreneurship, Strategy, Portfolio Management, Analytics, Emerging Markets, Corporate Finance, Mutual Funds, Financial Analysis
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Utah State University 2001 — 2007
B.A., Dual Finance/ Economics
Schlep, Inc. October 2013 - Present
Social Finance (SoFi) July 2012 - March 2013
Credit Suisse Securities (USA) LLC June 2009 - July 2012
US Treasury Department 2005 - 2007
Bush Cheney 2004, Inc. 2003 - 2005
Skills
Finance, Financial Modeling, Capital Markets, Investments, Private Equity, Equities, Loans, Valuation, Portfolio Management, Investment Banking, Fixed Income, Asset Managment, Wealth Management, Due Diligence, Securities, Bloomberg, Alternative Investments, Asset Management, Corporate Finance, Derivatives, Emerging Markets, Hedge Funds, Venture Capital, Financial Services, Investment Strategies, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Georgetown University 1999 — 2003
New Trier High School
McChrystal Group September 2013 - Present
Social Finance (SoFi) 2012 - 2013
Bank of America 2009 - 2012
Merrill Lynch June 2008 - August 2008
United States Marine Corps May 2000 - July 2007
Skills
Team Leadership, Leadership Development, Negotiation, Financial Analysis, Military, Economics, Financial Modeling, Management, Strategy, Leadership, Capital Markets, Structured Products, Risk Management, Alternative Investments, Valuation, Training, Team Building, Equities, Program Management, Portfolio Management, Private Equity, Emerging Markets, Mergers & Acquisitions, Due Diligence, Finance, Corporate Finance, Investments, Structured Finance, Asset Allocation, Mutual Funds, CRM, Venture Capital, Financial Services, Hedge Funds, Investment Banking, Fixed Income, Asset Management, Bloomberg, Wealth Management, Funding, Securities, Loans, Strategic Financial..., Corporate Development, Leveraged Finance, Series 7, Investment Strategies, Series 63, Trading, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Management
United States Naval Academy 1996 — 2000
BS, History
Remote Medical International
NREMT-B
EY September 2014 - Present
Investment Banking Firm June 2013 - August 2014
Social Finance (SoFi) June 2012 - September 2012
Ernst & Young March 2007 - August 2011
The Greenlining Institute September 2005 - February 2006
Skills
Policy Analysis, Budgeting, Critical Analysis, Quantitative Analysis, Budgets, Critical Thinking, Quantitative Analytics, Data Entry, Microsoft Excel, Data Analysis, Research, Analysis, Community Outreach, Economics, Event Planning, Fundraising, Grant Writing, Leadership, Management, Nonprofits, Program Development, Program Management, Public Policy, Public Speaking, Social Media, Stata, Time Management, Administrative..., Statistics
Education
Harris School of Public Policy at the University of Chicago 2011 — 2013
Master of Public Policy, Public Finance
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Rhetoric
Goldman School of Public Policy 2005 — 2005
PPIA Fellow, Microeconomics, Quantitative Analysis, and Policy Analysis
Blair High School 1999 — 2002
FOC Partners (formerly Feingold O'Keeffe Capital) September 2014 - Present
RBS Citizens Group June 2013 - September 2014
Social Finance (SoFi) July 2012 - June 2013
Eaton Vance December 2004 - June 2010
Banc of America Securities June 2002 - November 2004
Skills
Investments, Fixed Income, Financial Modeling, Financial Analysis, Asset Managment, Bank Loans, Fundamental Analysis, Valuation, High Yield, Due Diligence, Leveraged Finance, Corporate Finance, Distressed Debt
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Boston College 1998 — 2002
B.S., Finance
Social Finance (SoFi) September 2012 - Present
Powers, Pyles, Sutter & Verville, P.C. July 2008 - September 2012
Sallie Mae 2005 - 2008
Sallie Mae July 2001 - January 2005
Sallie Mae January 1998 - July 2001
Sallie Mae 1992 - 1998
Cole Corette & Abrutyn 1989 - March 1992
Cole Corette & Abrutyn 1985 - 1989
U.S. Department of Justice September 1982 - September 1985
Howrey & Simon 1979 - 1982
Skills
Banking, Start-ups, Corporate Governance, Mergers, Litigation, Due Diligence, Policy, Contract Negotiation, Strategic Planning, Risk Management, Corporate Law, Privacy Law, Employment Law, Securities, Strategy, Loans, Management, Mergers & Acquisitions, Program Management, Civil Litigation, Commercial Litigation, Competition Law, Tennis, Courts, Securities Litigation, Legal Compliance, Securities Regulation, Appeals, Government, Finance, Licensing, Financial Services, Private Equity, Legal Writing, Litigation Management
Education
Georgetown University Law Center 1976 — 1979
J.D. cum laude
University of Pennsylvania 1972 — 1976
B.A. cum laude, Economics
Social Finance (SoFi) 2011 - Present
Education
Georgetown University 1960 — 1963
BA, History
Tatum, a Randstad company July 2014 - Present
Ask Partner Network (APN, LLC) December 2011 - January 2013
Social Finance (SoFi) August 2011 - November 2011
STA March 2002 - June 2011
Skills
Travel Management, Administrative..., Business Development, Office Management, Office Administration, Operational Excellence, Corporate Communications, Time Management, Event Management, Travel Planning, Event Planning, Human Resources, Social Networking, Project Planning, Social Media, Team Building, Creative Problem Solving, Start-ups, Training
Education
University of Arizona 2000 — 2002
Bachelors of Arts, English Literature & Creative Writing, Magna Cum Laude
Wheaton College (MA) 1995 — 1997
European History
Social Finance (SoFi) August 2012 - Present
NewTree July 2011 - July 2012
Pizza Orgasmica March 2007 - July 2011
Skills
ADP Payroll, QuickBooks, Intacct, Bank Reconciliation
Education
San Francisco State University
Bachelor's degree