SRS Acquiom
Industry: Company
DescriptionFounded: 2013 Subsidiaries: Shareholder Representative Services LLC, Acquiom Financial LLC
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SRS Acquiom Employees
Employee
Years
Job
Industry
Bill Kurz Bill Kurz's SRS Acquiom Experience January 2015 - Present
Job Associate Director, Business Development at SRS Acquiom
Industry Insurance
Experience
SRS Acquiom January 2015 - Present
Adharmonics January 2013 - July 2014
BilVid Productions 2005 - 2014
Bankrate Insurance August 2008 - January 2013
Bill Kurz Personal Coaching June 2006 - July 2008
Caption Colorado September 1999 - May 2004
Prime Sports Network 1994 - 1997
Prime Sports Network January 1992 - September 1996
Playboy Enterprises, Inc. 1986 - 1991
Skills
Business Development, Team Building, Sales, Strategic Planning, New Business Development, Program Management, Start-ups, Strategic Partnerships, Salesforce.com, CRM, Leadership, Sales Management, Insurance, Advertising, Online Marketing, Online Advertising, Marketing, Email Marketing, Lead Generation, Marketing Strategy, E-commerce, Account Management, SEM, Analytics, Strategy, Customer Retention, Sales Process, Customer Acquisition, B2B, Social Media Marketing, Digital Marketing, Selling, Product Management, Direct Sales, Direct Marketing, Competitive Analysis, Management, Social Media, Business Strategy
Education
State University of New York at Binghamton 1978 — 1982
Psychology
North Shore HS
SRS Acquiom January 2015 - Present
Adharmonics January 2013 - July 2014
BilVid Productions 2005 - 2014
Bankrate Insurance August 2008 - January 2013
Bill Kurz Personal Coaching June 2006 - July 2008
Caption Colorado September 1999 - May 2004
Prime Sports Network 1994 - 1997
Prime Sports Network January 1992 - September 1996
Playboy Enterprises, Inc. 1986 - 1991
Skills
Business Development, Team Building, Sales, Strategic Planning, New Business Development, Program Management, Start-ups, Strategic Partnerships, Salesforce.com, CRM, Leadership, Sales Management, Insurance, Advertising, Online Marketing, Online Advertising, Marketing, Email Marketing, Lead Generation, Marketing Strategy, E-commerce, Account Management, SEM, Analytics, Strategy, Customer Retention, Sales Process, Customer Acquisition, B2B, Social Media Marketing, Digital Marketing, Selling, Product Management, Direct Sales, Direct Marketing, Competitive Analysis, Management, Social Media, Business Strategy
Education
State University of New York at Binghamton 1978 — 1982
Psychology
North Shore HS
Ali Bryson Ali Bryson's SRS Acquiom Experience April 2014 - Present
Job Acquiom Analyst at SRS Acquiom LLC
Industry Public Relations and Communications
Experience
SRS Acquiom April 2014 - Present
The Independent News Organization 2011 - 2012
Skills
Nonprofits, Social Media Marketing, Event Planning, Social Media, Microsoft Office, Customer Service, Adobe Creative Suite, Microsoft Excel, Leadership, OS X, Team Leadership, Human Resources, Database Administration, Project Management, Strategic Planning, Strategy, Management, Negotiation, Project Planning, Budgets
Education
University of Colorado Denver 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Fort Lewis College 2010 — 2012
Art Business
SRS Acquiom April 2014 - Present
The Independent News Organization 2011 - 2012
Skills
Nonprofits, Social Media Marketing, Event Planning, Social Media, Microsoft Office, Customer Service, Adobe Creative Suite, Microsoft Excel, Leadership, OS X, Team Leadership, Human Resources, Database Administration, Project Management, Strategic Planning, Strategy, Management, Negotiation, Project Planning, Budgets
Education
University of Colorado Denver 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Fort Lewis College 2010 — 2012
Art Business
Kim Satayakul Kim Satayakul's SRS Acquiom Experience June 2015 - Present
Job Associate Director, Business Development at SRS Acquiom
Industry Financial Services
Experience
SRS Acquiom June 2015 - Present
BNY Mellon April 2012 - June 2015
BNY Mellon August 2007 - March 2012
Skills
Equities, Management, Mutual Funds, Portfolio Management, Asset Management, Business Development, Securities, Investments, Banking, Risk Management, Financial Services, Bloomberg, Due Diligence, Mergers & Acquisitions, Financial Analysis, Relationship Management
Education
Syracuse University 2001 — 2005
Bachelor's degree, Political Science
SRS Acquiom June 2015 - Present
BNY Mellon April 2012 - June 2015
BNY Mellon August 2007 - March 2012
Skills
Equities, Management, Mutual Funds, Portfolio Management, Asset Management, Business Development, Securities, Investments, Banking, Risk Management, Financial Services, Bloomberg, Due Diligence, Mergers & Acquisitions, Financial Analysis, Relationship Management
Education
Syracuse University 2001 — 2005
Bachelor's degree, Political Science
Mitch Eckberg Mitch Eckberg's SRS Acquiom Experience July 2013 - Present
Job Business Analyst at SRS Acquiom
Industry Financial Services
Experience
SRS Acquiom July 2013 - Present
SRS Acquiom August 2012 - July 2013
University of Oregon October 2009 - June 2012
University of Oregon January 2010 - October 2011
Troon Golf August 2007 - September 2011
Land Title June 2010 - September 2010
Skills
NetSuite, Financial Analysis, Mergers & Acquisitions, Payment Systems, Business Analysis, SQL, ERP Implementations, Data Mining, Microsoft Office, Electronic Payments, KPI Reports, OS X, HTML, 1099 Preparation, Customer Service, Linear Programming, XLMiner, Mac OS X, Windows Services, Adobe Creative Suite, ERP Software, Event Planning, KPI Dashboards, SPSS, Microsoft Excel
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
BS, Business Administration, Information Systems and Operations Management
SRS Acquiom July 2013 - Present
SRS Acquiom August 2012 - July 2013
University of Oregon October 2009 - June 2012
University of Oregon January 2010 - October 2011
Troon Golf August 2007 - September 2011
Land Title June 2010 - September 2010
Skills
NetSuite, Financial Analysis, Mergers & Acquisitions, Payment Systems, Business Analysis, SQL, ERP Implementations, Data Mining, Microsoft Office, Electronic Payments, KPI Reports, OS X, HTML, 1099 Preparation, Customer Service, Linear Programming, XLMiner, Mac OS X, Windows Services, Adobe Creative Suite, ERP Software, Event Planning, KPI Dashboards, SPSS, Microsoft Excel
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
BS, Business Administration, Information Systems and Operations Management
Casey McTigue Casey McTigue's SRS Acquiom Experience May 2014 - Present
Job Director & Associate General Counsel at SRS | Acquiom
Industry Venture Capital & Private Equity
Experience
SRS Acquiom May 2014 - Present
Safe Restraints, Inc. August 2013 - November 2014
SRSAcquiom February 2013 - May 2014
Severson & Werson September 2009 - February 2013
Bryan Cave 2008 - 2008
Skills
Litigation, Mergers & Acquisitions, Venture Capital, Private Equity, Civil Litigation, Class Actions, Commercial Litigation, Litigation Support, Westlaw, Employment Law, Legal Writing, Dispute, Corporate Law
Education
University of California, Berkeley - School of Law 2006 — 2009
Doctor of Law (JD)
Arizona State University, W. P. Carey School of Business 2002 — 2006
Bachelor of Science (B.S.), Economics
Park City High School
SRS Acquiom May 2014 - Present
Safe Restraints, Inc. August 2013 - November 2014
SRSAcquiom February 2013 - May 2014
Severson & Werson September 2009 - February 2013
Bryan Cave 2008 - 2008
Skills
Litigation, Mergers & Acquisitions, Venture Capital, Private Equity, Civil Litigation, Class Actions, Commercial Litigation, Litigation Support, Westlaw, Employment Law, Legal Writing, Dispute, Corporate Law
Education
University of California, Berkeley - School of Law 2006 — 2009
Doctor of Law (JD)
Arizona State University, W. P. Carey School of Business 2002 — 2006
Bachelor of Science (B.S.), Economics
Park City High School
Dawn Robért Dawn Robért's SRS Acquiom Experience May 2015 - Present
Job Associate Director, Marketing & Communications
Industry Financial Services
Experience
SRS Acquiom May 2015 - Present
Galaxy Nutritional Foods, Inc. August 1994 - May 2015
National Health Products, Inc. January 1992 - December 1993
Visual Preference, Inc. January 1991 - December 1992
Florida Hospital Foundation January 1990 - December 1991
Skills
creative problem solving, Adobe Creative Suite, Creative Writing, HTML + CSS, Graphic Design, Event Management, Social Media, QuarkXPress, Public Relations
Education
Rollins College 1986 — 1990
Bachelor of Arts (B.A.), English, Psychology
SRS Acquiom May 2015 - Present
Galaxy Nutritional Foods, Inc. August 1994 - May 2015
National Health Products, Inc. January 1992 - December 1993
Visual Preference, Inc. January 1991 - December 1992
Florida Hospital Foundation January 1990 - December 1991
Skills
creative problem solving, Adobe Creative Suite, Creative Writing, HTML + CSS, Graphic Design, Event Management, Social Media, QuarkXPress, Public Relations
Education
Rollins College 1986 — 1990
Bachelor of Arts (B.A.), English, Psychology
Sam Riffe Sam Riffe's SRS Acquiom Experience February 2011 - Present
Job Executive Director M&A Transactional Group
Industry Financial Services
Experience
SRS Acquiom February 2011 - Present
Dewey & LeBoeuf LLP October 2004 - April 2010
Eppenstein & Eppenstein August 2002 - May 2004
Credit Suisse March 2001 - September 2001
Duke Energy Corporation April 2000 - March 2001
Arthur Andersen May 1999 - April 2000
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Finance, Venture Capital, Mergers, Tax, Corporate Governance, Corporate Finance, Joint Ventures, Securities Regulation, Corporate Law, Intellectual Property, CFA Level 1 Completed, Capital Markets, Securities, Financial Modeling
Education
Columbia Law School 2001 — 2004
JD, Law
Oklahoma State University 1995 — 1999
B.S., Finance, with a minor in Accounting
SRS Acquiom February 2011 - Present
Dewey & LeBoeuf LLP October 2004 - April 2010
Eppenstein & Eppenstein August 2002 - May 2004
Credit Suisse March 2001 - September 2001
Duke Energy Corporation April 2000 - March 2001
Arthur Andersen May 1999 - April 2000
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Finance, Venture Capital, Mergers, Tax, Corporate Governance, Corporate Finance, Joint Ventures, Securities Regulation, Corporate Law, Intellectual Property, CFA Level 1 Completed, Capital Markets, Securities, Financial Modeling
Education
Columbia Law School 2001 — 2004
JD, Law
Oklahoma State University 1995 — 1999
B.S., Finance, with a minor in Accounting
Glenn Kramer Glenn Kramer's SRS Acquiom Experience May 2012 - Present
Job Executive Director at SRS | Shareholder Representative Services
Industry Venture Capital & Private Equity
Experience
SRS Acquiom May 2012 - Present
Glenn Kramer Consulting, LLC January 2004 - December 2012
Trade-O-Matic June 2001 - December 2006
Encirq Corporation November 1998 - January 2001
VeriFone November 1995 - August 1998
University of Utah October 1993 - November 1995
Enterprise Integration Technologies (EIT) August 1993 - November 1995
Stanford University October 1993 - December 1994
The University of Texas at Austin September 1991 - August 1993
Schlumberger July 1984 - August 1993
Skills
Systems Architecture, Software Engineering, Start-ups, Intellectual Property..., Product Management, Product Development, Artificial Intelligence, Venture Capital, Data Analysis, System Architecture, Strategy, Web Applications, Linux, Security, E-commerce, Software Development, SaaS, Entrepreneurship, Java, Management, Enterprise Software, Mobile Applications, Consulting, Strategic Partnerships, Team Leadership, Architecture, Leadership, Distributed Systems, Integration, Business Strategy, Databases, Corporate Development, Scalability, Mergers & Acquisitions, Private Equity, Angel Investing, Cloud Computing, Mobile Devices, Go-to-market Strategy, Executive Management, Mobile Technology, Big Data, IT Management, IT Strategy, Agile Project Management, Portfolio Management, Enterprise Architecture, Analytics, Professional Services, Business Intelligence
Education
Massachusetts Institute of Technology 1979 — 1984
SB, Electrical Engineering
Massachusetts Institute of Technology 1983 — 1984
SM, Computer Science
University of Sussex 1988 — 1990
PhD, Artificial Intelligence
SRS Acquiom May 2012 - Present
Glenn Kramer Consulting, LLC January 2004 - December 2012
Trade-O-Matic June 2001 - December 2006
Encirq Corporation November 1998 - January 2001
VeriFone November 1995 - August 1998
University of Utah October 1993 - November 1995
Enterprise Integration Technologies (EIT) August 1993 - November 1995
Stanford University October 1993 - December 1994
The University of Texas at Austin September 1991 - August 1993
Schlumberger July 1984 - August 1993
Skills
Systems Architecture, Software Engineering, Start-ups, Intellectual Property..., Product Management, Product Development, Artificial Intelligence, Venture Capital, Data Analysis, System Architecture, Strategy, Web Applications, Linux, Security, E-commerce, Software Development, SaaS, Entrepreneurship, Java, Management, Enterprise Software, Mobile Applications, Consulting, Strategic Partnerships, Team Leadership, Architecture, Leadership, Distributed Systems, Integration, Business Strategy, Databases, Corporate Development, Scalability, Mergers & Acquisitions, Private Equity, Angel Investing, Cloud Computing, Mobile Devices, Go-to-market Strategy, Executive Management, Mobile Technology, Big Data, IT Management, IT Strategy, Agile Project Management, Portfolio Management, Enterprise Architecture, Analytics, Professional Services, Business Intelligence
Education
Massachusetts Institute of Technology 1979 — 1984
SB, Electrical Engineering
Massachusetts Institute of Technology 1983 — 1984
SM, Computer Science
University of Sussex 1988 — 1990
PhD, Artificial Intelligence
Travis Bell's SRS Acquiom Experience September 2011 - December 2013
Job Associate Director at SRS Acquiom
Industry Venture Capital & Private Equity
Experience
GeoPogo Inc. June 2015 - Present
Golden Gate University January 2015 - Present
SRS Acquiom LLC January 2014 - Present
USC Alumni Club of Colorado June 2012 - July 2014
SRS Acquiom September 2011 - December 2013
SRS Acquiom May 2010 - May 2011
Rep. Claire Levy's Office, Colorado House of Representatives January 2010 - May 2010
Skills
Mergers, Private Equity, Venture Capital, Negotiation, Corporate Finance, Financial Analysis, Business Development, Mergers & Acquisitions, Management, Corporate Law, Business Analysis, Entrepreneurship, Microsoft Excel, Technology, Analysis, Portfolio Management, Business Strategy, Investments
Education
University of Colorado School of Law 2008 — 2011
Juris Doctor (J.D.)
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor's Degree, Finance
Corvinus University of Budapest
GeoPogo Inc. June 2015 - Present
Golden Gate University January 2015 - Present
SRS Acquiom LLC January 2014 - Present
USC Alumni Club of Colorado June 2012 - July 2014
SRS Acquiom September 2011 - December 2013
SRS Acquiom May 2010 - May 2011
Rep. Claire Levy's Office, Colorado House of Representatives January 2010 - May 2010
Skills
Mergers, Private Equity, Venture Capital, Negotiation, Corporate Finance, Financial Analysis, Business Development, Mergers & Acquisitions, Management, Corporate Law, Business Analysis, Entrepreneurship, Microsoft Excel, Technology, Analysis, Portfolio Management, Business Strategy, Investments
Education
University of Colorado School of Law 2008 — 2011
Juris Doctor (J.D.)
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor's Degree, Finance
Corvinus University of Budapest
Tiffani Worthley Tiffani Worthley's SRS Acquiom Experience April 2013 - Present
Job Project Manager at SRS | Acquiom
Industry Financial Services
Experience
SRS Acquiom April 2013 - Present
SRS Acquiom May 2012 - March 2013
Interweave September 2010 - April 2012
The Butterfly Pavilion June 2010 - August 2010
Education
University of Colorado at Boulder 2007 — 2010
Bachelor of Science (B.S.), Journalism
SRS Acquiom April 2013 - Present
SRS Acquiom May 2012 - March 2013
Interweave September 2010 - April 2012
The Butterfly Pavilion June 2010 - August 2010
Education
University of Colorado at Boulder 2007 — 2010
Bachelor of Science (B.S.), Journalism
TJ Tyrrell TJ Tyrrell's SRS Acquiom Experience October 2014 - Present
Job Software Architect / Team Lead
Industry Information Technology and Services
Experience
SRS Acquiom October 2014 - Present
Rockies Venture Club August 2014 - Present
MyLifeLine.org Cancer Foundation April 2013 - Present
Tiare Technology January 2014 - Present
Angel Capital Summit January 2014 - March 2014
Tiare Technology August 2012 - December 2013
Limebox Media March 2009 - December 2013
ReYrD November 2012 - July 2013
Allonhill February 2012 - August 2012
Vail Resorts November 2011 - February 2012
Skills
Technical Leadership, Management, Business Planning, Entrepreneurship, User Experience, Project Management, Technical Direction, Business Strategy, Git, Subversion, LAMP, JSON, Web Development, XML, CMS, Microsoft Office, Software, Databases, PHP, HTML 5, jQuery, CSS, JavaScript, MySQL, Node.js, Objective-C, Java, NetSuite, SuiteScript
Education
Full Sail University 2004 — 2005
Associate of Science
The Ohio State University 2002 — 2004
Associate of Science
Mount Vernon High School 2001 — 2003
High School Diploma
SRS Acquiom October 2014 - Present
Rockies Venture Club August 2014 - Present
MyLifeLine.org Cancer Foundation April 2013 - Present
Tiare Technology January 2014 - Present
Angel Capital Summit January 2014 - March 2014
Tiare Technology August 2012 - December 2013
Limebox Media March 2009 - December 2013
ReYrD November 2012 - July 2013
Allonhill February 2012 - August 2012
Vail Resorts November 2011 - February 2012
Skills
Technical Leadership, Management, Business Planning, Entrepreneurship, User Experience, Project Management, Technical Direction, Business Strategy, Git, Subversion, LAMP, JSON, Web Development, XML, CMS, Microsoft Office, Software, Databases, PHP, HTML 5, jQuery, CSS, JavaScript, MySQL, Node.js, Objective-C, Java, NetSuite, SuiteScript
Education
Full Sail University 2004 — 2005
Associate of Science
The Ohio State University 2002 — 2004
Associate of Science
Mount Vernon High School 2001 — 2003
High School Diploma
Madeleine Xavier's SRS Acquiom Experience November 2013 - Present
Job Director, Trade Marketing at MartindaleNolo
Industry Marketing and Advertising
Experience
Martindale Nolo May 2015 - Present
SRS Acquiom November 2013 - Present
Fundtech 2008 - August 2013
MX Communication Services 2002 - July 2008
NextWave Wireless 2006 - 2007
yellowpages.com 2005 - 2006
ADP 1999 - 2001
Catalytica Energy Systems 1997 - 1999
EPRI 1995 - 1997
Skills
Marketing Strategy, Lead Generation, SaaS, Leadership, Marketing Communications, Product Management, Strategy, Marketing, B2B, Product Marketing, Start-ups, Product Development, Program Management, Sales, Advertising, Business Development, Management, Training, Public Relations, Competitive Analysis, E-commerce, Business Strategy, Project Management, Project Planning, Budgets, Team Leadership, Online Advertising, Financial Services, CRM, Strategic Partnerships, Salesforce.com, Integrated Marketing
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Marketing and Finance
Martindale Nolo May 2015 - Present
SRS Acquiom November 2013 - Present
Fundtech 2008 - August 2013
MX Communication Services 2002 - July 2008
NextWave Wireless 2006 - 2007
yellowpages.com 2005 - 2006
ADP 1999 - 2001
Catalytica Energy Systems 1997 - 1999
EPRI 1995 - 1997
Skills
Marketing Strategy, Lead Generation, SaaS, Leadership, Marketing Communications, Product Management, Strategy, Marketing, B2B, Product Marketing, Start-ups, Product Development, Program Management, Sales, Advertising, Business Development, Management, Training, Public Relations, Competitive Analysis, E-commerce, Business Strategy, Project Management, Project Planning, Budgets, Team Leadership, Online Advertising, Financial Services, CRM, Strategic Partnerships, Salesforce.com, Integrated Marketing
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Marketing and Finance
Glen Colthup's SRS Acquiom Experience January 2011 - Present
Job Executive Director of Operations at SRS Acquiom
Industry Financial Services
Experience
SRS Acquiom January 2011 - Present
Janus Capital Group 2007 - June 2011
Charles Schwab August 1998 - December 2004
Education
Hamilton College 1986 — 1990
SRS Acquiom January 2011 - Present
Janus Capital Group 2007 - June 2011
Charles Schwab August 1998 - December 2004
Education
Hamilton College 1986 — 1990
Austen Lovelace's SRS Acquiom Experience August 2015 - Present
Job Associate Director at SRS Acquiom
Industry Financial Services
Experience
SRS Acquiom August 2015 - Present
SRSAcquiom May 2013 - Present
Shareholder Representative Services May 2012 - May 2013
Shareholder Representative Services May 2011 - May 2012
Janus Capital Group September 2010 - May 2011
Janus Capital Group November 2008 - September 2010
Janus Capital October 2007 - November 2008
Auburn University August 2003 - August 2007
Skills
Investments, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Analysis, Financial Modeling, Due Diligence, Corporate Finance, Derivatives, Equities, Netsuite, Mergers & Acquisitions, General Ledger, Strategic Financial..., Bloomberg, Management, Fund Accounting, Mergers, Asset Allocation, Series 63, Financial Reporting, Finance, KPI Reports, KPI Dashboards, Auditing, Process Improvement, Financial Statements, Leadership, Risk Management, Strategic Planning, Securities
Education
Auburn University, College of Business 2003 — 2007
Bachelor's of Science, Finance
SRS Acquiom August 2015 - Present
SRSAcquiom May 2013 - Present
Shareholder Representative Services May 2012 - May 2013
Shareholder Representative Services May 2011 - May 2012
Janus Capital Group September 2010 - May 2011
Janus Capital Group November 2008 - September 2010
Janus Capital October 2007 - November 2008
Auburn University August 2003 - August 2007
Skills
Investments, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Analysis, Financial Modeling, Due Diligence, Corporate Finance, Derivatives, Equities, Netsuite, Mergers & Acquisitions, General Ledger, Strategic Financial..., Bloomberg, Management, Fund Accounting, Mergers, Asset Allocation, Series 63, Financial Reporting, Finance, KPI Reports, KPI Dashboards, Auditing, Process Improvement, Financial Statements, Leadership, Risk Management, Strategic Planning, Securities
Education
Auburn University, College of Business 2003 — 2007
Bachelor's of Science, Finance
Lisa Caesar, CFA's SRS Acquiom Experience September 2015 - Present
Job Director, Business Development SRS Acquiom
Industry Financial Services
Experience
SRS Acquiom September 2015 - Present
JP Morgan Chase February 2011 - June 2015
JPMorgan Chase February 2009 - February 2011
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Lehman Brothers 1997 - 2000
Peregrine Fixed Income, New York and Hong Kong 1995 - 1997
Lehman Brothers 1988 - 1995
Skills
Fixed Income, Capital Markets, Investment Banking, Emerging Markets, Trading, Leveraged Finance, Loan Origination, Money Market, Securities, Portfolio Management, Investments, Asset Management
Education
Harvard Business School 1986 — 1988
MBA, Masters in Business Administration
Oberlin College 1980 — 1984
Bachelor of Arts (B.A.), Honors in Economics
SRS Acquiom September 2015 - Present
JP Morgan Chase February 2011 - June 2015
JPMorgan Chase February 2009 - February 2011
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Lehman Brothers 1997 - 2000
Peregrine Fixed Income, New York and Hong Kong 1995 - 1997
Lehman Brothers 1988 - 1995
Skills
Fixed Income, Capital Markets, Investment Banking, Emerging Markets, Trading, Leveraged Finance, Loan Origination, Money Market, Securities, Portfolio Management, Investments, Asset Management
Education
Harvard Business School 1986 — 1988
MBA, Masters in Business Administration
Oberlin College 1980 — 1984
Bachelor of Arts (B.A.), Honors in Economics
TC Liu's SRS Acquiom Experience 2014 - Present
Job Data Scientist
Industry Financial Services
Experience
SRS Acquiom 2014 - Present
SRS Acquiom 2014 - 2015
SRS Acquiom 2014 - 2015
SquareTwo Financial April 2013 - November 2014
Dish March 2012 - April 2013
Skills
SAS, Data Analysis, Analysis, Data Mining, Business Analysis, Microsoft Excel, Decision Trees, Predictive Analytics, Machine Learning, Artificial Neural..., Predictive Modeling, Algorithms, R, SQL, Statistics, Analytics, SPSS, Leadership, Strategic Planning, Business Intelligence, Financial Analysis, Risk Management, Oracle SQL Developer, Oracle PL/SQL..., Microsoft Office, PowerPoint, Microsoft Word, Team Leadership, HTML, Teamwork, Mandarin, SAP ERP, Reduced Costs, Increase Productivity, Access, Vision, Effectiveness, M&A analysis, Escrow, GSD
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
SRS Acquiom 2014 - Present
SRS Acquiom 2014 - 2015
SRS Acquiom 2014 - 2015
SquareTwo Financial April 2013 - November 2014
Dish March 2012 - April 2013
Skills
SAS, Data Analysis, Analysis, Data Mining, Business Analysis, Microsoft Excel, Decision Trees, Predictive Analytics, Machine Learning, Artificial Neural..., Predictive Modeling, Algorithms, R, SQL, Statistics, Analytics, SPSS, Leadership, Strategic Planning, Business Intelligence, Financial Analysis, Risk Management, Oracle SQL Developer, Oracle PL/SQL..., Microsoft Office, PowerPoint, Microsoft Word, Team Leadership, HTML, Teamwork, Mandarin, SAP ERP, Reduced Costs, Increase Productivity, Access, Vision, Effectiveness, M&A analysis, Escrow, GSD
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
David Golden's SRS Acquiom Experience August 2014 - Present
Job Board Member at Barnes & Noble Education
Industry Venture Capital & Private Equity
Experience
Barnes & Noble Education August 2015 - Present
Revolution LLC 2006 - Present
Insikt, Inc. July 2014 - Present
Busbud June 2014 - Present
Blackbaud July 2010 - Present
Vinfolio May 2010 - Present
Everyday Health Inc. January 2009 - Present
Partners for Growth January 2006 - Present
Granite Ventures January 2004 - Present
SRS Acquiom August 2014 - Present
Skills
Business Strategy, Investment Banking, Private Equity, Investments, Mergers & Acquisitions, Portfolio Management, Equities, Mergers, Digital Media, Leadership, Sales, Valuation, Management, Capital Raising, Start-ups, Venture Capital, Corporate Development
Education
Harvard Law School 1980 — 1983
J.D.
Harvard University 1976 — 1980
A.B., Government
The Blake School 1966 — 1976
Barnes & Noble Education August 2015 - Present
Revolution LLC 2006 - Present
Insikt, Inc. July 2014 - Present
Busbud June 2014 - Present
Blackbaud July 2010 - Present
Vinfolio May 2010 - Present
Everyday Health Inc. January 2009 - Present
Partners for Growth January 2006 - Present
Granite Ventures January 2004 - Present
SRS Acquiom August 2014 - Present
Skills
Business Strategy, Investment Banking, Private Equity, Investments, Mergers & Acquisitions, Portfolio Management, Equities, Mergers, Digital Media, Leadership, Sales, Valuation, Management, Capital Raising, Start-ups, Venture Capital, Corporate Development
Education
Harvard Law School 1980 — 1983
J.D.
Harvard University 1976 — 1980
A.B., Government
The Blake School 1966 — 1976
Allyson Huebsch's SRS Acquiom Experience February 2015 - Present
Job Associate Director at SRS Acquiom
Industry Accounting
Experience
SRS Acquiom February 2015 - Present
EY October 2013 - February 2015
EY July 2012 - October 2013
Ernst & Young February 2012 - July 2012
WTAS July 2011 - February 2012
Ernst & Young September 2007 - June 2011
RSM McGladrey, Inc January 2006 - April 2006
Skills
CPA, Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Research, GAAP, SEC filings, US GAAP
Education
University of Iowa 2006 — 2007
Master's of Accountancy, Tax Emphasis
University of Iowa 2002 — 2006
BBA, Accounting
SRS Acquiom February 2015 - Present
EY October 2013 - February 2015
EY July 2012 - October 2013
Ernst & Young February 2012 - July 2012
WTAS July 2011 - February 2012
Ernst & Young September 2007 - June 2011
RSM McGladrey, Inc January 2006 - April 2006
Skills
CPA, Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Research, GAAP, SEC filings, US GAAP
Education
University of Iowa 2006 — 2007
Master's of Accountancy, Tax Emphasis
University of Iowa 2002 — 2006
BBA, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY