Square 1 Bank
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Square 1 Bank Employees
Silicon Valley Bank 2012 - Present
Hercules Technology Growth Capital June 2010 - April 2012
Square 1 Bank April 2005 - June 2010
Ironside Ventures 1998 - 2005
Skills
Venture Capital, Private Equity, Start-ups, Financial Modeling, Due Diligence, Corporate Development, Venture Financing, Entrepreneurship, Investments, Valuation, Growth Capital, Corporate Finance, Equities, Financial Analysis, Strategic Partnerships, Business Strategy
Education
University of Rhode Island - College of Business Administration 1992 — 1995
BS, Finance
Square 1 Bank June 2014 - Present
Citi July 2006 - May 2014
City Park Apartments August 2004 - May 2006
Skills
Cash Management, Banking, Treasury Management, CRM, Investments, Leadership, Relationship Management, Management, Payments, Sales, Start-ups, Financial Services, Cross-functional Team..., Project Management, Marketing, Venture Capital
Education
University of Southern California
Bachelor of Arts (B.A.), International Relations, Global Business
Square 1 Bank April 2005 - Present
Comerica Bank 2000 - 2005
Imperial Bank 1998 - 2000
Education
University of San Diego 1991 — 1995
Business, Finance
Silicon Valley Bank October 2014 - Present
Square 1 Bank September 2008 - October 2014
Skills
Financial Modeling, Valuation, Risk Management, Banking, Strategy, Corporate Finance, Portfolio Management, Due Diligence, Financial Analysis, Private Equity, Mergers & Acquisitions, Finance, Investments, Venture Capital, Loans, Credit, Credit Analysis, Structured Finance, Financial Structuring, Investment Banking, Treasury Management, Equities
Education
University of San Diego
Business-Finance
Silicon Valley Bank June 2012 - Present
SVB Capital August 2008 - June 2012
Square 1 Bank April 2007 - August 2008
Comerica Bank 2001 - 2007
Education
University of San Diego 1994 — 1998
Babson Capital Management August 2015 - Present
Babson Capital Management August 2011 - August 2015
Square 1 Bank February 2010 - March 2011
Fulcrum Asset Management September 2009 - January 2010
South Carolina Retirement System: Investment Commission September 2008 - May 2009
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Public Relations, Equities, Portfolio Management, Financial Modeling
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
B.S., Corporate and Investment Finance & Insurance and Risk Management
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science, Investment and Corporate Finance
Square 1 Bank January 2015 - Present
SVB Financial Group March 2013 - December 2014
Skills
Bloomberg Terminal, Social Media, Illustrator, InDesign, Wall Street Training, Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Adobe Creative Suite, Microsoft Office..., Management, Capital IQ, WordPress, Facebook, Web Design, Finance, Financial Modeling, Start-ups, Leadership, Venture Capital, Financial Analysis, Valuation, PowerPoint, Public Speaking
Education
University of San Diego 2009 — 2014
Bachelor of Business Administration (BBA).), Banking, Corporate Finance, International Business and Securities Law, Graduate
Florence University of the Arts 2012 — 2012
International Management
White Oak Global Advisors, LLC January 2015 - Present
CIFC Asset Management April 2014 - January 2015
Candlewood Investment Group, LP July 2013 - April 2014
The Patriot Group, LLC October 2012 - July 2013
Square 1 Bank August 2011 - April 2012
SageCrest September 2006 - December 2010
Alco Financial June 2005 - September 2006
Fortress Investment Group February 2003 - March 2005
CIT 1997 - 2003
Skills
Asset Based Lending, Portfolio Management, Private Equity, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Investments, Financial Analysis, Credit, Mergers, Loans, Hedge Funds, Equities, Credit Analysis, Fixed Income, Structured Finance, Capital Markets, Financial Structuring, Venture Capital, Finance, Restructuring, Funding, Mergers & Acquisitions, Mutual Funds, Leveraged Finance, Investment Banking, LBO, Alternative Investments, Capital, Emerging Markets, Securities, Asset Management, Acquisitions, Bonds, Credit Risk, Structured Products, Debt Restructuring
Education
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Finance
worcester academy 1987 — 1989
Square 1 Bank June 2015 - August 2015
Menlo Circus Club May 2014 - January 2015
Profits4Purpose January 2014 - May 2014
Lake Forest Club June 2011 - August 2013
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Market Research, Investments, Microsoft Word, Leadership, Microsoft Office, Teamwork, Customer Service, Public Speaking, Google Analytics, Research, English, Java, Windows, AutoCAD, Marketing, Facebook
Education
University of San Diego 2012 — 2016
Candidate for Bachelor of Business Administration (BBA) degree, Finance, Emphasis in Information Technology Management
PwC August 2014 - Present
Square 1 Bank July 2012 - August 2012
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Accounting and Business/Management, Cum Laude
Square 1 Bank June 2014 - Present
Boxwood Partners January 2014 - May 2014
Appsolute Web Marketing July 2013 - August 2013
Kinsale Insurance Company May 2013 - July 2013
Flinns restaurant May 2012 - August 2012
Friends Association January 2011 - March 2011
Skills
Leadership, Direct Sales, Public Speaking, Outlook, Microsoft Office, Community Outreach, proficient in microsoft..., P&L Analysis, Market Research, Capital IQ, Microsoft Excel, Time Management, Team Building, PowerPoint, Interpersonal...
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor's Degree, Finance
University of Richmond- Jepson School of Leadership 2010 — 2014
Bachelor's Degree, Leadership Studies