Standish Management, LLC
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Standish Management, LLC Employees
Employee
Years
Job
Industry
Eryn Matson Eryn Matson's Standish Management, LLC Experience September 2012 - October 2013
Job Relationship Manager at BayPoint Benefits
Industry Insurance
Experience
BayPoint Benefits January 2014 - Present
Standish Management, LLC September 2012 - October 2013
Walden Venture Capital March 2010 - October 2013
Regus Business Centre August 2009 - January 2010
Cal Java Coffee Roasters September 2006 - June 2009
Skills
Microsoft Office, Social Media, Outlook, Customer Service, Office Management, Human Resources, PowerPoint, Telephone Skills, Benefits Administration, Employee Benefits, Onboarding, Time Management, Management, Interviews
Education
San Francisco State University 2011 — 2012
Human Resources Management Certificate, Human Resources, Extended Learning
California State University-Chico 2004 — 2009
BA, Psychology, Sociology
BayPoint Benefits January 2014 - Present
Standish Management, LLC September 2012 - October 2013
Walden Venture Capital March 2010 - October 2013
Regus Business Centre August 2009 - January 2010
Cal Java Coffee Roasters September 2006 - June 2009
Skills
Microsoft Office, Social Media, Outlook, Customer Service, Office Management, Human Resources, PowerPoint, Telephone Skills, Benefits Administration, Employee Benefits, Onboarding, Time Management, Management, Interviews
Education
San Francisco State University 2011 — 2012
Human Resources Management Certificate, Human Resources, Extended Learning
California State University-Chico 2004 — 2009
BA, Psychology, Sociology
Christian Buemann Christian Buemann's Standish Management, LLC Experience January 2009 - July 2009
Job Networks Engineer Founder at Blue Rock Networks, LLC
Industry Computer Networking
Experience
Blue Rock Networks, LLC August 2009 - Present
Standish Management, LLC January 2009 - July 2009
Verus Technology Solutions March 2003 - January 2009
Inline Aps, Copenhagen, Denmark January 1998 - September 2002
System Forum, Copenhagen, Denmark July 1997 - July 1998
Multi-Inform, Copenhagen, Denmark April 1994 - April 1996
Skills
Virtualization, Active Directory, Citrix, Servers, Microsoft Exchange, Security, Windows Server, VMware ESX, Microsoft Technologies, Disaster Recovery, Networking, Network Security, Network Engineering, IT Strategy, Consulting
Education
College of Marin 1987 — 1992
Blue Rock Networks, LLC August 2009 - Present
Standish Management, LLC January 2009 - July 2009
Verus Technology Solutions March 2003 - January 2009
Inline Aps, Copenhagen, Denmark January 1998 - September 2002
System Forum, Copenhagen, Denmark July 1997 - July 1998
Multi-Inform, Copenhagen, Denmark April 1994 - April 1996
Skills
Virtualization, Active Directory, Citrix, Servers, Microsoft Exchange, Security, Windows Server, VMware ESX, Microsoft Technologies, Disaster Recovery, Networking, Network Security, Network Engineering, IT Strategy, Consulting
Education
College of Marin 1987 — 1992
Christopher Cappello Christopher Cappello's Standish Management, LLC Experience 2008 - 2010
Job Senior Director at PartnersAdmin LLC
Industry Financial Services
Experience
PartnersAdmin LLC June 2010 - Present
Standish Management, LLC 2008 - 2010
Western Asset Management 2006 - 2008
Rothstein Kass 2001 - 2006
Skills
Fund Accounting, Financial Reporting, Hedge Funds, Fund Administration, Fund Of Funds, Private Equity, US GAAP, GAAP, Alternative Investments
Education
State University of New York at Albany 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Dutchess Community College 1996 — 1998
Accounting
PartnersAdmin LLC June 2010 - Present
Standish Management, LLC 2008 - 2010
Western Asset Management 2006 - 2008
Rothstein Kass 2001 - 2006
Skills
Fund Accounting, Financial Reporting, Hedge Funds, Fund Administration, Fund Of Funds, Private Equity, US GAAP, GAAP, Alternative Investments
Education
State University of New York at Albany 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Dutchess Community College 1996 — 1998
Accounting
Bill Boyer Bill Boyer's Standish Management, LLC Experience January 2015 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC January 2015 - Present
Deloitte October 2012 - January 2015
Deloitte June 2011 - August 2011
Skills
Private Equity, Tax, Income Tax, Partnership Taxation, Corporate Tax, Financial Accounting, Analysis, Research, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Venture Capital, Financial Reporting, QuickBooks
Education
University of California, Davis 2010 — 2012
Bachelor of Science (B.S.), Managerial Economics
Mt. San Jacinto Community College District 2008 — 2010
Standish Management, LLC January 2015 - Present
Deloitte October 2012 - January 2015
Deloitte June 2011 - August 2011
Skills
Private Equity, Tax, Income Tax, Partnership Taxation, Corporate Tax, Financial Accounting, Analysis, Research, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Venture Capital, Financial Reporting, QuickBooks
Education
University of California, Davis 2010 — 2012
Bachelor of Science (B.S.), Managerial Economics
Mt. San Jacinto Community College District 2008 — 2010
Christopher Lantz Christopher Lantz's Standish Management, LLC Experience August 2014 - Present
Job Associate at Standish Management, LLC
Industry Retail
Experience
Standish Management, LLC August 2014 - Present
Banana Republic / Gap Inc. 2013 - Present
Osborne & Associates, LLC June 2013 - September 2013
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Business/Economics, Accounting
Standish Management, LLC August 2014 - Present
Banana Republic / Gap Inc. 2013 - Present
Osborne & Associates, LLC June 2013 - September 2013
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Business/Economics, Accounting
Alexander Berceau Alexander Berceau's Standish Management, LLC Experience May 2015 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC May 2015 - Present
KPMG US July 2014 - May 2015
Rothstein Kass November 2011 - June 2014
Orfalea College of Business Advising Center March 2010 - September 2011
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Accounting, US GAAP, Auditing, Internal Controls, GAAP, Financial Statements
Education
Cal Poly San Luis Obispo 2008 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management
Cuesta College 2007 — 2008
Business Administration and Management, General
Sierra College 2006 — 2007
Business Administration and Management, General
Standish Management, LLC May 2015 - Present
KPMG US July 2014 - May 2015
Rothstein Kass November 2011 - June 2014
Orfalea College of Business Advising Center March 2010 - September 2011
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Accounting, US GAAP, Auditing, Internal Controls, GAAP, Financial Statements
Education
Cal Poly San Luis Obispo 2008 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management
Cuesta College 2007 — 2008
Business Administration and Management, General
Sierra College 2006 — 2007
Business Administration and Management, General
Allan Krinsky Allan Krinsky's Standish Management, LLC Experience May 2014 - October 2014
Job Incoming Associate at Bridgewater Associates
Industry Management Consulting
Experience
Bridgewater Associates September 2015 - Present
Management Consulting Group at UCSB November 2013 - Present
SlideGenius July 2013 - Present
Royal Imports International May 2014 - Present
Standish Management, LLC May 2014 - October 2014
Nordstrom June 2013 - September 2013
Nulu June 2012 - January 2013
UCSB Office of Financial Aid & Scholarships May 2012 - June 2012
The Gevirtz School, UC Santa Barbara January 2012 - April 2012
City of San Diego August 2011 - September 2011
Skills
Management Consulting, Start-up Consulting, Venture Capital, Strategic Planning, Strategy, Data Analysis, Business Strategy, Digital Strategy, New Business Development, Start-ups, Brand Development, Management, Market Research, User Experience, Managerial Finance, Public Speaking, Financial Accounting, Financial Analysis, Business Development, Project Management, Leadership, SEO
Education
University of California, Santa Barbara 2011 — 2015
Bachelor's of Science, Economics & Political Science, Minor in Philosophy & Professional Writing
Bridgewater Associates September 2015 - Present
Management Consulting Group at UCSB November 2013 - Present
SlideGenius July 2013 - Present
Royal Imports International May 2014 - Present
Standish Management, LLC May 2014 - October 2014
Nordstrom June 2013 - September 2013
Nulu June 2012 - January 2013
UCSB Office of Financial Aid & Scholarships May 2012 - June 2012
The Gevirtz School, UC Santa Barbara January 2012 - April 2012
City of San Diego August 2011 - September 2011
Skills
Management Consulting, Start-up Consulting, Venture Capital, Strategic Planning, Strategy, Data Analysis, Business Strategy, Digital Strategy, New Business Development, Start-ups, Brand Development, Management, Market Research, User Experience, Managerial Finance, Public Speaking, Financial Accounting, Financial Analysis, Business Development, Project Management, Leadership, SEO
Education
University of California, Santa Barbara 2011 — 2015
Bachelor's of Science, Economics & Political Science, Minor in Philosophy & Professional Writing
Christian Skegrud Christian Skegrud's Standish Management, LLC Experience March 2015 - Present
Job
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC March 2015 - Present
StepStone Group September 2014 - December 2014
Aztec Equity Fund August 2014 - December 2014
Charles Schwab Investment Management June 2014 - August 2014
Internet Marketing Inc. September 2013 - December 2013
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Public Speaking, Teamwork, Accounting, Research, Spanish, Finance, PowerPoint, Bloomberg Terminal, Valuation, Mathematics
Education
San Diego State University-California State University 2010 — 2014
Bachelor's Degree, Finance (Honors)
Standish Management, LLC March 2015 - Present
StepStone Group September 2014 - December 2014
Aztec Equity Fund August 2014 - December 2014
Charles Schwab Investment Management June 2014 - August 2014
Internet Marketing Inc. September 2013 - December 2013
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Public Speaking, Teamwork, Accounting, Research, Spanish, Finance, PowerPoint, Bloomberg Terminal, Valuation, Mathematics
Education
San Diego State University-California State University 2010 — 2014
Bachelor's Degree, Finance (Honors)
David Ilishah David Ilishah's Standish Management, LLC Experience December 2014 - Present
Job Associate at Standish Management
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC December 2014 - Present
Coverity August 2013 - September 2013
Coverity October 2011 - December 2011
Symphony Services 2008 - 2010
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Entrepreneurship, Financial Modeling, Data Analysis, Facebook, Leadership, Research, Social Media, Public Speaking
Education
University of California, Davis 2012 — 2014
Bachelor of Science (BS), Managerial Economics
University of California, Davis 2012 — 2014
Bachelor's degree, Managerial Economics
Standish Management, LLC December 2014 - Present
Coverity August 2013 - September 2013
Coverity October 2011 - December 2011
Symphony Services 2008 - 2010
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Entrepreneurship, Financial Modeling, Data Analysis, Facebook, Leadership, Research, Social Media, Public Speaking
Education
University of California, Davis 2012 — 2014
Bachelor of Science (BS), Managerial Economics
University of California, Davis 2012 — 2014
Bachelor's degree, Managerial Economics
Derek Hetzler Derek Hetzler's Standish Management, LLC Experience March 2014 - July 2015
Job Consultant at Anaplan
Industry Financial Services
Experience
Anaplan July 2015 - Present
Ora Biotech, LLC January 2014 - Present
Standish Management, LLC March 2014 - July 2015
Premier Staffing Inc. December 2013 - March 2014
Fusion-io June 2012 - November 2013
Skills
Financial Modeling, Analysis, Venture Capital, Financial Analysis, Forecasting, Microsoft Excel, Data Analysis, Finance, Financial Reporting, Private Equity, Financial Projection, Cash Flow Forecasting, Financial Accounting, Competitive Analysis, Revenue Forecasting, Cost Planning, Market Research, Data Modeling, Data Migration
Education
University of California, Riverside 2008 — 2013
BS, Business Administration, Finance
Anaplan July 2015 - Present
Ora Biotech, LLC January 2014 - Present
Standish Management, LLC March 2014 - July 2015
Premier Staffing Inc. December 2013 - March 2014
Fusion-io June 2012 - November 2013
Skills
Financial Modeling, Analysis, Venture Capital, Financial Analysis, Forecasting, Microsoft Excel, Data Analysis, Finance, Financial Reporting, Private Equity, Financial Projection, Cash Flow Forecasting, Financial Accounting, Competitive Analysis, Revenue Forecasting, Cost Planning, Market Research, Data Modeling, Data Migration
Education
University of California, Riverside 2008 — 2013
BS, Business Administration, Finance
Yicheng (Margaret) Wang Yicheng (Margaret) Wang's Standish Management, LLC Experience July 2015 - Present
Job Associate at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC July 2015 - Present
Intel Corporation December 2012 - April 2013
Roland Berger Strategy Consultants October 2012 - November 2012
Skills
Accounting, Tax Accounting, Auditing, US GAAP, Corporate Finance, Microsoft Excel, IFRS, Business Process..., Business Communications, Time Management, Problem Solving, Mandarin, Business, French, Environmental..., Environmental Science, SAS Programming, Financial Accounting, English, Microsoft Office
Education
University of Southern California 2014 — 2015
Master of Accounting (MAcc), Accounting, 3.77/4.00
Shanghai Jiao Tong University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Business/Management, 3.78/4.00
Georgetown University 2012 — 2012
Summer session, Economics
Standish Management, LLC July 2015 - Present
Intel Corporation December 2012 - April 2013
Roland Berger Strategy Consultants October 2012 - November 2012
Skills
Accounting, Tax Accounting, Auditing, US GAAP, Corporate Finance, Microsoft Excel, IFRS, Business Process..., Business Communications, Time Management, Problem Solving, Mandarin, Business, French, Environmental..., Environmental Science, SAS Programming, Financial Accounting, English, Microsoft Office
Education
University of Southern California 2014 — 2015
Master of Accounting (MAcc), Accounting, 3.77/4.00
Shanghai Jiao Tong University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Business/Management, 3.78/4.00
Georgetown University 2012 — 2012
Summer session, Economics
Daniel Eshaghian Daniel Eshaghian's Standish Management, LLC Experience September 2014 - July 2015
Job President at EcoSmart Solutions, LLC
Industry Financial Services
Experience
EcoSmart Solutions, LLC July 2015 - Present
Standish Management, LLC September 2014 - July 2015
WMD Capital Markets LLC September 2013 - July 2014
Fiji Water June 2013 - September 2013
Crown Poly Inc June 2011 - September 2011
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts, Economics
Beverly Hills High School
Sinai Akiba Academy
milken
EcoSmart Solutions, LLC July 2015 - Present
Standish Management, LLC September 2014 - July 2015
WMD Capital Markets LLC September 2013 - July 2014
Fiji Water June 2013 - September 2013
Crown Poly Inc June 2011 - September 2011
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts, Economics
Beverly Hills High School
Sinai Akiba Academy
milken
Pejman Aftalion's Standish Management, LLC Experience September 2013 - Present
Job Associate at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC September 2013 - Present
Freebirds World Burrito June 2012 - September 2012
Patina Restaurant Group At The Hollywood Bowl June 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, Financial Reporting, Customer Service, Bookkeeping, Payroll, Private Equity, Management, Venture Capital, Finance, Auditing, Fund Of Funds
Education
University of California, Santa Barbara 2009 — 2013
Bachelor's degree, Economics/Accounting. Technology Management
Standish Management, LLC September 2013 - Present
Freebirds World Burrito June 2012 - September 2012
Patina Restaurant Group At The Hollywood Bowl June 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, Financial Reporting, Customer Service, Bookkeeping, Payroll, Private Equity, Management, Venture Capital, Finance, Auditing, Fund Of Funds
Education
University of California, Santa Barbara 2009 — 2013
Bachelor's degree, Economics/Accounting. Technology Management
Laura Burrill, CPA Laura Burrill, CPA's Standish Management, LLC Experience July 2015 - Present
Job Fund Controller at Standish Management, LLC
Industry Real Estate
Experience
Standish Management, LLC July 2015 - Present
DiCicco, Gulman & Company June 2013 - July 2015
PwC October 2009 - May 2013
Textron May 2007 - August 2009
Skills
CPA, Tax Accounting, Corporate Tax, Tax Research, Income Tax, Tax, Financial Accounting, Accounting, Financial Reporting, Auditing, Internal Controls, Tax Returns, General Ledger, Financial Analysis, Tax Preparation, GAAP, International Tax
Education
Bryant University 2009 — 2010
Master's degree, Accounting, 3.5
Bryant University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.76
Standish Management, LLC July 2015 - Present
DiCicco, Gulman & Company June 2013 - July 2015
PwC October 2009 - May 2013
Textron May 2007 - August 2009
Skills
CPA, Tax Accounting, Corporate Tax, Tax Research, Income Tax, Tax, Financial Accounting, Accounting, Financial Reporting, Auditing, Internal Controls, Tax Returns, General Ledger, Financial Analysis, Tax Preparation, GAAP, International Tax
Education
Bryant University 2009 — 2010
Master's degree, Accounting, 3.5
Bryant University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.76
Bradford Smith, CPA Bradford Smith, CPA's Standish Management, LLC Experience August 2015 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC August 2015 - Present
Youth Business USA December 2010 - Present
PricewaterhouseCoopers September 2011 - August 2015
BNY Mellon 2007 - 2009
Skills
Financial Modeling, SEC filings, US GAAP, Accounting, Financial Reporting, Financial Analysis, Finance, Sarbanes-Oxley Act
Education
University of Washington 2010 — 2011
Masters of Professional Accounting
University of Puget Sound 2003 — 2007
Bachelor of Arts (B.A.), Business Leadership, Economics, Mathematics
Standish Management, LLC August 2015 - Present
Youth Business USA December 2010 - Present
PricewaterhouseCoopers September 2011 - August 2015
BNY Mellon 2007 - 2009
Skills
Financial Modeling, SEC filings, US GAAP, Accounting, Financial Reporting, Financial Analysis, Finance, Sarbanes-Oxley Act
Education
University of Washington 2010 — 2011
Masters of Professional Accounting
University of Puget Sound 2003 — 2007
Bachelor of Arts (B.A.), Business Leadership, Economics, Mathematics
Alexander D'Eletto Alexander D'Eletto's Standish Management, LLC Experience July 2012 - Present
Job Fund Controller at Standish Management, LLC
Industry Financial Services
Experience
Standish Management, LLC July 2012 - Present
Atkins Investment Group September 2011 - May 2012
Ameriprise Financial September 2010 - December 2010
Autism Project of Rhode Island August 2009 - August 2010
Skills
Accounting, Valuation, Budget, Microsoft Word, Access, Microsoft Excel, PowerPoint, Microsoft Office, Research, Financial Analysis, Mutual Funds, Finance, Equity Research, Private Equity
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S, Business Administration concentrations in Accounting and Finance
Standish Management, LLC July 2012 - Present
Atkins Investment Group September 2011 - May 2012
Ameriprise Financial September 2010 - December 2010
Autism Project of Rhode Island August 2009 - August 2010
Skills
Accounting, Valuation, Budget, Microsoft Word, Access, Microsoft Excel, PowerPoint, Microsoft Office, Research, Financial Analysis, Mutual Funds, Finance, Equity Research, Private Equity
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S, Business Administration concentrations in Accounting and Finance
Angie Laurence, CPA(inactive)'s Standish Management, LLC Experience October 2011 - Present
Job Manager at Standish Management
Industry Accounting
Experience
Standish Management, LLC October 2011 - Present
Ernst & Young June 2009 - September 2011
Sellen Construction June 2006 - August 2006
Skills
US GAAP, Accounting, GAAP, Auditing, Financial Accounting, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
MS, Accountancy
University of California, Santa Cruz 2005 — 2009
BA, Business Management
Standish Management, LLC October 2011 - Present
Ernst & Young June 2009 - September 2011
Sellen Construction June 2006 - August 2006
Skills
US GAAP, Accounting, GAAP, Auditing, Financial Accounting, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
MS, Accountancy
University of California, Santa Cruz 2005 — 2009
BA, Business Management
William Ryan William Ryan's Standish Management, LLC Experience June 2014 - August 2014
Job Brewing Intern at Sea Dog Brewing Company
Industry Food & Beverages
Experience
Sea Dog Brewing Company August 2015 - Present
Shipyard Brewing Company May 2015 - August 2015
Standish Management, LLC June 2014 - August 2014
Maple's Organic Gelato May 2013 - August 2013
Maine Red Claws October 2011 - April 2012
Maine Red Claws September 2009 - October 2011
EMG3 May 2011 - August 2011
Skills
Twitter, Facebook Marketing, Instagram, Critical Thinking, Microsoft Word, Creative Solutions, Microsoft Excel, Customer Service, Administrative..., Sports Marketing, Teamwork, Leadership, Salesforce.com
Education
Colby College 2012 — 2016
Bachelor of Arts (B.A.), Philosophy
Falmouth High School 2008 — 2012
High School
Sea Dog Brewing Company August 2015 - Present
Shipyard Brewing Company May 2015 - August 2015
Standish Management, LLC June 2014 - August 2014
Maple's Organic Gelato May 2013 - August 2013
Maine Red Claws October 2011 - April 2012
Maine Red Claws September 2009 - October 2011
EMG3 May 2011 - August 2011
Skills
Twitter, Facebook Marketing, Instagram, Critical Thinking, Microsoft Word, Creative Solutions, Microsoft Excel, Customer Service, Administrative..., Sports Marketing, Teamwork, Leadership, Salesforce.com
Education
Colby College 2012 — 2016
Bachelor of Arts (B.A.), Philosophy
Falmouth High School 2008 — 2012
High School
Hunter Chen's Standish Management, LLC Experience May 2012 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC May 2012 - Present
The Siegfried Group October 2011 - April 2012
Cornerstone OnDemand May 2010 - October 2011
KPMG May 2005 - April 2010
Skills
Financial Reporting
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of Southern California 2001 — 2005
BS, Finance
University of Southern California 2001 — 2005
BS, Accounting
Standish Management, LLC May 2012 - Present
The Siegfried Group October 2011 - April 2012
Cornerstone OnDemand May 2010 - October 2011
KPMG May 2005 - April 2010
Skills
Financial Reporting
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of Southern California 2001 — 2005
BS, Finance
University of Southern California 2001 — 2005
BS, Accounting
Laura Jewell Boone, CPA Laura Jewell Boone, CPA's Standish Management, LLC Experience December 2014 - Present
Job Fund Controller
Industry Accounting
Experience
Standish Management, LLC December 2014 - Present
KPMG August 2011 - December 2014
Wagner Eubank & Nichols LLP August 2010 - August 2011
Wagner, Eubank, & Nichols, LLP January 2009 - July 2009
Ethos Group May 2008 - December 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2010
MPA, Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Accounting
Colleyville Heritage
Standish Management, LLC December 2014 - Present
KPMG August 2011 - December 2014
Wagner Eubank & Nichols LLP August 2010 - August 2011
Wagner, Eubank, & Nichols, LLP January 2009 - July 2009
Ethos Group May 2008 - December 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2010
MPA, Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Accounting
Colleyville Heritage
Diba Feroz's Standish Management, LLC Experience June 2014 - Present
Job Accounting Associate at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC June 2014 - Present
Standish Management, LLC January 2014 - May 2014
Psychology and the Other Institute July 2012 - June 2013
BTMU Capital Corporation January 2012 - January 2013
Lesley University May 2011 - September 2012
Lesley University May 2011 - August 2012
Bank Alfalah Limited January 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Time Management, Teamwork, Communication, Event Planning, Accounting, Management
Education
Suffolk University 2014 — 2017
Master's Degree, Accounting
Lesley University 2011 — 2014
Bachelor's Degree, Business Management&Communication, Summa Cum Laude
Kardan University 2009 — 2010
Diploma in Business Administration, Accounting and Finance, 4.0
Standish Management, LLC June 2014 - Present
Standish Management, LLC January 2014 - May 2014
Psychology and the Other Institute July 2012 - June 2013
BTMU Capital Corporation January 2012 - January 2013
Lesley University May 2011 - September 2012
Lesley University May 2011 - August 2012
Bank Alfalah Limited January 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Time Management, Teamwork, Communication, Event Planning, Accounting, Management
Education
Suffolk University 2014 — 2017
Master's Degree, Accounting
Lesley University 2011 — 2014
Bachelor's Degree, Business Management&Communication, Summa Cum Laude
Kardan University 2009 — 2010
Diploma in Business Administration, Accounting and Finance, 4.0
Steve Berg, CFA, CPA Steve Berg, CFA, CPA's Standish Management, LLC Experience January 2010 - November 2012
Job Vice President, Finance at The CIM Group
Industry Investment Management
Experience
The CIM Group November 2012 - Present
Standish Management, LLC January 2010 - November 2012
PricewaterhouseCoopers September 2005 - December 2009
Skills
Private Equity, Investments, Venture Capital, Auditing, Accounting, Valuation, Financial Modeling, Hedge Funds, Financial Reporting, Financial Analysis, Alternative Investments, Due Diligence, Asset Management, GAAP, CPA, Cash Management, Corporate Finance, Finance, Corporate FP&A, Investment Companies
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, BS, Business Administration - Accounting and Finance
The CIM Group November 2012 - Present
Standish Management, LLC January 2010 - November 2012
PricewaterhouseCoopers September 2005 - December 2009
Skills
Private Equity, Investments, Venture Capital, Auditing, Accounting, Valuation, Financial Modeling, Hedge Funds, Financial Reporting, Financial Analysis, Alternative Investments, Due Diligence, Asset Management, GAAP, CPA, Cash Management, Corporate Finance, Finance, Corporate FP&A, Investment Companies
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, BS, Business Administration - Accounting and Finance
Christopher Hipple, CPA Christopher Hipple, CPA's Standish Management, LLC Experience July 2012 - Present
Job Fund Controller at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC July 2012 - Present
Standish Management, LLC July 2010 - June 2012
Standish Management, LLC June 2009 - August 2009
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science (BSc), Accounting
Standish Management, LLC July 2012 - Present
Standish Management, LLC July 2010 - June 2012
Standish Management, LLC June 2009 - August 2009
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science (BSc), Accounting
Caroline Cooke, MSA, CPA's Standish Management, LLC Experience May 2011 - Present
Job Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC May 2011 - Present
Old Mutual Asset Management October 2010 - May 2011
PricewaterhouseCoopers September 2006 - September 2010
Bentley University September 2004 - May 2006
Skills
Auditing, Financial Reporting, GAAP, Corporate Finance, Investments, Private Equity, Hedge Funds, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Masters of Science, Accounting
Bentley University 2002 — 2006
BS, Corporate Finance and Accounting / Mathematical Sciences
Standish Management, LLC May 2011 - Present
Old Mutual Asset Management October 2010 - May 2011
PricewaterhouseCoopers September 2006 - September 2010
Bentley University September 2004 - May 2006
Skills
Auditing, Financial Reporting, GAAP, Corporate Finance, Investments, Private Equity, Hedge Funds, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Masters of Science, Accounting
Bentley University 2002 — 2006
BS, Corporate Finance and Accounting / Mathematical Sciences
Bryan Song Bryan Song's Standish Management, LLC Experience July 2015 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC July 2015 - Present
5AM Ventures December 2012 - May 2015
Venrock May 2011 - December 2012
Sensiba San Filippo, LLP July 2007 - May 2011
LMGW CPA's LLP September 2006 - February 2007
Education
Santa Clara University 2003 — 2006
BS, Finance
Leland High School 1998 — 2002
Standish Management, LLC July 2015 - Present
5AM Ventures December 2012 - May 2015
Venrock May 2011 - December 2012
Sensiba San Filippo, LLP July 2007 - May 2011
LMGW CPA's LLP September 2006 - February 2007
Education
Santa Clara University 2003 — 2006
BS, Finance
Leland High School 1998 — 2002
Michael Seeger Michael Seeger's Standish Management, LLC Experience January 2014 - Present
Job Associate at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC January 2014 - Present
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Private Equity Office -...
Education
The University of Texas at Arlington - College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management
Standish Management, LLC January 2014 - Present
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Private Equity Office -...
Education
The University of Texas at Arlington - College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management
Amber Blum Amber Blum's Standish Management, LLC Experience June 2011 - August 2012
Job Inside Sales Associate
Industry Information Technology and Services
Experience
EMC August 2015 - Present
GE Lighting July 2014 - January 2015
Johnson & Johnson July 2013 - January 2014
Northeastern Telefund 2013 - 2014
WinnCompanies April 2012 - December 2012
Standish Management, LLC June 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Social Media, Facebook, Social Networking, Teamwork, Public Speaking, Data Analysis, Customer Service, Management, Leadership, Research, Time Management
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management and Marketing Management
Central Catholic High School 2006 — 2010
EMC August 2015 - Present
GE Lighting July 2014 - January 2015
Johnson & Johnson July 2013 - January 2014
Northeastern Telefund 2013 - 2014
WinnCompanies April 2012 - December 2012
Standish Management, LLC June 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Social Media, Facebook, Social Networking, Teamwork, Public Speaking, Data Analysis, Customer Service, Management, Leadership, Research, Time Management
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management and Marketing Management
Central Catholic High School 2006 — 2010
Cindy Munn, CPA Cindy Munn, CPA's Standish Management, LLC Experience October 2014 - Present
Job Director at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC October 2014 - Present
C.M. Capital July 2011 - October 2014
J.P. Morgan Private Equity and Real Estate Services January 2007 - May 2011
HM Capital Partners (fka Hicks, Muse, Tate and Furst) June 1998 - January 2007
Skills
Private Equity, Venture Capital, Accounting, Financial Analysis, Due Diligence, Finance, Alternative Investments, CPA
Education
University of Nevada-Las Vegas 1989 — 1993
BS, Accounting
Standish Management, LLC October 2014 - Present
C.M. Capital July 2011 - October 2014
J.P. Morgan Private Equity and Real Estate Services January 2007 - May 2011
HM Capital Partners (fka Hicks, Muse, Tate and Furst) June 1998 - January 2007
Skills
Private Equity, Venture Capital, Accounting, Financial Analysis, Due Diligence, Finance, Alternative Investments, CPA
Education
University of Nevada-Las Vegas 1989 — 1993
BS, Accounting
Cathy Ackerman Cathy Ackerman's Standish Management, LLC Experience January 2013 - Present
Job Fund Controller
Industry Accounting
Experience
Standish Management, LLC January 2013 - Present
Voyager Capital January 2010 - December 2012
Account Services, Inc. January 2006 - December 2012
Bank of America September 1986 - December 1996
Bank Of Bermuda New York LTD January 1985 - May 1986
Arthur Anderson & Co. August 1985 - December 1985
Peat Marwick June 1984 - August 1985
Skills
Financial Reporting, Accounting, Fund Accounting, Financial Accounting, General Ledger, US GAAP, Fixed Assets, Financial Analysis, Finance, GAAP, Financial Modeling, Financial Statements, Due Diligence, Strategic Planning, Microsoft Office, Time Management, Account Reconciliation
Education
Colorado State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Golden High School 1978 — 1979
High School
Bothell High School 1976 — 1977
High School
Standish Management, LLC January 2013 - Present
Voyager Capital January 2010 - December 2012
Account Services, Inc. January 2006 - December 2012
Bank of America September 1986 - December 1996
Bank Of Bermuda New York LTD January 1985 - May 1986
Arthur Anderson & Co. August 1985 - December 1985
Peat Marwick June 1984 - August 1985
Skills
Financial Reporting, Accounting, Fund Accounting, Financial Accounting, General Ledger, US GAAP, Fixed Assets, Financial Analysis, Finance, GAAP, Financial Modeling, Financial Statements, Due Diligence, Strategic Planning, Microsoft Office, Time Management, Account Reconciliation
Education
Colorado State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Golden High School 1978 — 1979
High School
Bothell High School 1976 — 1977
High School
Christine Heinemann Christine Heinemann's Standish Management, LLC Experience September 2015 - Present
Job Recent graduate of the University of New Hampshire
Industry Accounting
Experience
Standish Management, LLC September 2015 - Present
SAU #24 January 2012 - June 2015
The Timken Company May 2014 - August 2014
Pats Peak Ski Area November 2009 - January 2014
Cold Springs Camp Resort June 2012 - August 2013
University of New Hampshire Dining August 2012 - May 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Time Management, Leadership, Data Entry, Access, Office Management, Invoicing, Corporate Communications, Business Writing, Facebook, Social Media, Microsoft Office
Education
Southern New Hampshire University 2015 — 2016
Master of Science (M.S.), Accounting
University of New Hampshire 2011 — 2015
Bachelor of Science (B.S.), Accounting and Business/Management
Budapesti Corvinus Egyetem 2013 — 2013
Business Administration and Management, General
Standish Management, LLC September 2015 - Present
SAU #24 January 2012 - June 2015
The Timken Company May 2014 - August 2014
Pats Peak Ski Area November 2009 - January 2014
Cold Springs Camp Resort June 2012 - August 2013
University of New Hampshire Dining August 2012 - May 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Time Management, Leadership, Data Entry, Access, Office Management, Invoicing, Corporate Communications, Business Writing, Facebook, Social Media, Microsoft Office
Education
Southern New Hampshire University 2015 — 2016
Master of Science (M.S.), Accounting
University of New Hampshire 2011 — 2015
Bachelor of Science (B.S.), Accounting and Business/Management
Budapesti Corvinus Egyetem 2013 — 2013
Business Administration and Management, General
Lani Murphy, CPA Lani Murphy, CPA's Standish Management, LLC Experience November 2014 - Present
Job Manager at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC November 2014 - Present
Standish Management, LLC June 2010 - November 2014
Deloitte & Touche September 2008 - June 2010
Deloitte & Touche June 2007 - August 2007
Skills
Private Equity, US GAAP
Education
Santa Clara University 2004 — 2008
B.S., Accounting, Minor Sociology
Monte Vista 2000 — 2004
Standish Management, LLC November 2014 - Present
Standish Management, LLC June 2010 - November 2014
Deloitte & Touche September 2008 - June 2010
Deloitte & Touche June 2007 - August 2007
Skills
Private Equity, US GAAP
Education
Santa Clara University 2004 — 2008
B.S., Accounting, Minor Sociology
Monte Vista 2000 — 2004
Sean Oliveira, CPA's Standish Management, LLC Experience August 2015 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Anne Dixon Anne Dixon's Standish Management, LLC Experience January 2015 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC January 2015 - Present
KPMG US July 2014 - January 2015
Rothstein Kass November 2012 - July 2014
C&D llp January 2012 - November 2012
Balance Financial Management August 2011 - December 2011
UC Santa Barbara February 2009 - February 2011
Skills
Tax, Auditing, Accounting, Finance, Corporate Finance, US GAAP, Financial Accounting, GAAP, PowerPoint, Microsoft Excel, Financial Reporting
Education
University of California, Santa Barbara 2007 — 2012
Economics & Accounting; Sociology, Technology Management
Fudan University 2011 — 2011
Semester Abroad Program (Shanghai, China), Business and Economics
University of Illinois Laboratory High School 2003 — 2007
Standish Management, LLC January 2015 - Present
KPMG US July 2014 - January 2015
Rothstein Kass November 2012 - July 2014
C&D llp January 2012 - November 2012
Balance Financial Management August 2011 - December 2011
UC Santa Barbara February 2009 - February 2011
Skills
Tax, Auditing, Accounting, Finance, Corporate Finance, US GAAP, Financial Accounting, GAAP, PowerPoint, Microsoft Excel, Financial Reporting
Education
University of California, Santa Barbara 2007 — 2012
Economics & Accounting; Sociology, Technology Management
Fudan University 2011 — 2011
Semester Abroad Program (Shanghai, China), Business and Economics
University of Illinois Laboratory High School 2003 — 2007
Julia Day, CPA's Standish Management, LLC Experience June 2014 - Present
Job Manager at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC June 2014 - Present
Standish Management, LLC January 2011 - June 2014
Standish Management, LLC July 2009 - January 2011
MyNewPlace February 2009 - June 2009
Gamper Property Management July 2008 - January 2009
Bacara Resort and Spa May 2007 - June 2008
Education
University of California, Santa Barbara
BA
Università Commerciale 'Luigi Bocconi'
Santa Catalina School
Standish Management, LLC June 2014 - Present
Standish Management, LLC January 2011 - June 2014
Standish Management, LLC July 2009 - January 2011
MyNewPlace February 2009 - June 2009
Gamper Property Management July 2008 - January 2009
Bacara Resort and Spa May 2007 - June 2008
Education
University of California, Santa Barbara
BA
Università Commerciale 'Luigi Bocconi'
Santa Catalina School
Isabella Mongiello Isabella Mongiello's Standish Management, LLC Experience January 2013 - May 2014
Job Target Planning Analyst
Industry Financial Services
Experience
Target July 2014 - Present
Loyola Marymount University September 2013 - May 2014
Standish Management, LLC January 2013 - May 2014
Target May 2013 - August 2013
Kirstie Kelly Couture January 2012 - August 2012
By the Book Bookkeeping Firm August 2011 - August 2012
Skills
Excel, Illustrator, Accounts Payable, Bank Reconciliation, Accounts Receivable, Microsoft Excel, Customer Service, Social Media, QuickBooks, Marketing, Financial Modeling, Financial Analysis, Corporate Finance, Sales, PowerPoint, Accounting
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Target July 2014 - Present
Loyola Marymount University September 2013 - May 2014
Standish Management, LLC January 2013 - May 2014
Target May 2013 - August 2013
Kirstie Kelly Couture January 2012 - August 2012
By the Book Bookkeeping Firm August 2011 - August 2012
Skills
Excel, Illustrator, Accounts Payable, Bank Reconciliation, Accounts Receivable, Microsoft Excel, Customer Service, Social Media, QuickBooks, Marketing, Financial Modeling, Financial Analysis, Corporate Finance, Sales, PowerPoint, Accounting
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Charles Rogers's Standish Management, LLC Experience September 2012 - October 2014
Job FITpin
Industry Computer Software
Experience
FITpin July 2015 - Present
TechValidate Software November 2014 - June 2015
Standish Management, LLC September 2012 - October 2014
Standish Management, LLC June 2011 - August 2011
Skills
Fund Of Funds, Venture Capital, Private Equity, Valuation, Microsoft Word, Microsoft Excel, Public Speaking
Education
UCSB 2008 — 2012
Bachelor of Arts (B.A.), Economics emphasis in Accounting
Universidad Complutense de Madrid 2011 — 2011
Spanish Language and Culture
BHS
BHS
FITpin July 2015 - Present
TechValidate Software November 2014 - June 2015
Standish Management, LLC September 2012 - October 2014
Standish Management, LLC June 2011 - August 2011
Skills
Fund Of Funds, Venture Capital, Private Equity, Valuation, Microsoft Word, Microsoft Excel, Public Speaking
Education
UCSB 2008 — 2012
Bachelor of Arts (B.A.), Economics emphasis in Accounting
Universidad Complutense de Madrid 2011 — 2011
Spanish Language and Culture
BHS
BHS
Tomia Deno's Standish Management, LLC Experience 2008 - Present
Job Office Manager at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC 2008 - Present
Walden Venture Capital July 1998 - 2008
Skills
Microsoft Excel, Microsoft Office, Office Management, Microsoft Word
Education
Purdue University
Bachelors, Retail Management
Standish Management, LLC 2008 - Present
Walden Venture Capital July 1998 - 2008
Skills
Microsoft Excel, Microsoft Office, Office Management, Microsoft Word
Education
Purdue University
Bachelors, Retail Management
Aimee Alcarez, CPA's Standish Management, LLC Experience July 2012 - Present
Job Manager at Standish Management
Industry Accounting
Experience
Standish Management, LLC July 2012 - Present
PwC September 2009 - June 2012
Charles River Development May 2007 - March 2008
Skills
Accounting, GAAP, SEC filings, US GAAP, Assurance, Internal Controls, Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Revenue Recognition, Corporate Finance, IFRS, CPA, Financial Modeling, Fund Accounting, General Ledger, External Audit, Finance, Financial Statements, Sarbanes-Oxley Act, Sarbanes-Oxley, Big 4, Asset Management, Financial Audits, Valuation, Private Equity, Due Diligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Accountancy and Financial Planning
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Standish Management, LLC July 2012 - Present
PwC September 2009 - June 2012
Charles River Development May 2007 - March 2008
Skills
Accounting, GAAP, SEC filings, US GAAP, Assurance, Internal Controls, Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Revenue Recognition, Corporate Finance, IFRS, CPA, Financial Modeling, Fund Accounting, General Ledger, External Audit, Finance, Financial Statements, Sarbanes-Oxley Act, Sarbanes-Oxley, Big 4, Asset Management, Financial Audits, Valuation, Private Equity, Due Diligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Accountancy and Financial Planning
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Derek Woznicki, CPA's Standish Management, LLC Experience October 2014 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC October 2014 - Present
Fortress Investment Group August 2012 - September 2014
Rothstein Kass November 2010 - August 2012
University of Notre Dame May 2006 - August 2010
Skills
Investments, Investment Banking, Private Equity, GAAP, Accounting, Financial Statements, Cash Flow Forecasting, Financial Reporting, US GAAP, SEC filings, Cash Flow, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
MSA, Accountancy-Tax Services
University of Notre Dame 2005 — 2009
BBA, Accountancy, Spanish
Standish Management, LLC October 2014 - Present
Fortress Investment Group August 2012 - September 2014
Rothstein Kass November 2010 - August 2012
University of Notre Dame May 2006 - August 2010
Skills
Investments, Investment Banking, Private Equity, GAAP, Accounting, Financial Statements, Cash Flow Forecasting, Financial Reporting, US GAAP, SEC filings, Cash Flow, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
MSA, Accountancy-Tax Services
University of Notre Dame 2005 — 2009
BBA, Accountancy, Spanish
Katie Gavin's Standish Management, LLC Experience August 2015 - Present
Job Systems and Technologies Associate at Standish Management, LLC
Industry Financial Services
Experience
Standish Management, LLC August 2015 - Present
Cayan June 2013 - August 2015
Atlantic Importing May 2012 - June 2013
Hartford Children's Theatre September 2011 - May 2012
Purple Ink Insurance Company May 2007 - May 2012
Skills
Social Media Marketing, Business Development, Business Strategy, Business, Credit Management, Accounts Receivable, Accounting, Finance, Promotions, Marketing, Customer Service, Communication, Project Planning, Microsoft Office, QuickBooks, Photoshop, Financial Services
Education
University of Hartford 2008 — 2012
Bachelor of Arts (B.A.)
Standish Management, LLC August 2015 - Present
Cayan June 2013 - August 2015
Atlantic Importing May 2012 - June 2013
Hartford Children's Theatre September 2011 - May 2012
Purple Ink Insurance Company May 2007 - May 2012
Skills
Social Media Marketing, Business Development, Business Strategy, Business, Credit Management, Accounts Receivable, Accounting, Finance, Promotions, Marketing, Customer Service, Communication, Project Planning, Microsoft Office, QuickBooks, Photoshop, Financial Services
Education
University of Hartford 2008 — 2012
Bachelor of Arts (B.A.)
Cameron Vazquez's Standish Management, LLC Experience May 2012 - May 2014
Job Senior Finance Associate at Bain Capital
Industry Accounting
Experience
Bain Capital May 2014 - Present
Standish Management, LLC May 2012 - May 2014
Provencio Advisory Services May 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Research, Public Speaking, Windows, Accounting, Financial Reporting, Financial Accounting, Corporate Venture..., Private Equity, Crunching Numbers, Economics, Number Crunching, Partnership Accounting, QuickBooks, Venture Capital, Consulting, Capital IQ
Education
Loyola Marymount University 2008 — 2012
Bachelors of Science, Accounting
Bain Capital May 2014 - Present
Standish Management, LLC May 2012 - May 2014
Provencio Advisory Services May 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Research, Public Speaking, Windows, Accounting, Financial Reporting, Financial Accounting, Corporate Venture..., Private Equity, Crunching Numbers, Economics, Number Crunching, Partnership Accounting, QuickBooks, Venture Capital, Consulting, Capital IQ
Education
Loyola Marymount University 2008 — 2012
Bachelors of Science, Accounting
Janet Yue Zhao, CPA Janet Yue Zhao, CPA's Standish Management, LLC Experience January 2013 - Present
Job Fund Controller at Standish Management, LLC
Industry Financial Services
Experience
Standish Management, LLC January 2013 - Present
Deloitte January 2010 - March 2010
Steamboat Ventures September 2009 - November 2009
Skills
Accounting, Financial Modeling, Private Equity, Financial Analysis, QuickBooks, Valuation, Auditing, Venture Capital, Analysis, Due Diligence, Forensic Accounting, Budgets, US GAAP, Microsoft Excel, Financial Reporting
Education
University of Southern California 2011 — 2012
Master of Accounting
Shanghai University of Finance and Economics 2007 — 2011
BA
Standish Management, LLC January 2013 - Present
Deloitte January 2010 - March 2010
Steamboat Ventures September 2009 - November 2009
Skills
Accounting, Financial Modeling, Private Equity, Financial Analysis, QuickBooks, Valuation, Auditing, Venture Capital, Analysis, Due Diligence, Forensic Accounting, Budgets, US GAAP, Microsoft Excel, Financial Reporting
Education
University of Southern California 2011 — 2012
Master of Accounting
Shanghai University of Finance and Economics 2007 — 2011
BA
Jeremy Thatcher Jeremy Thatcher's Standish Management, LLC Experience June 2012 - September 2014
Job VP, Finance at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners September 2014 - Present
Insignia Capital Group May 2013 - September 2014
Standish Management, LLC June 2012 - September 2014
Calera Capital September 2007 - June 2012
Friedman Fleischer & Lowe 2001 - 2007
Meritus Research 1999 - 2001
PwC 1997 - 1999
Deloitte & Touche 1996 - 1997
Skills
Private Equity
Education
Brigham Young University 1991 — 1996
BS, Accounting
Vista Equity Partners September 2014 - Present
Insignia Capital Group May 2013 - September 2014
Standish Management, LLC June 2012 - September 2014
Calera Capital September 2007 - June 2012
Friedman Fleischer & Lowe 2001 - 2007
Meritus Research 1999 - 2001
PwC 1997 - 1999
Deloitte & Touche 1996 - 1997
Skills
Private Equity
Education
Brigham Young University 1991 — 1996
BS, Accounting
Stefan Grasu Stefan Grasu's Standish Management, LLC Experience January 2013 - Present
Job Fund Controller at Standish Management, LLC
Industry Financial Services
Experience
Standish Management, LLC January 2013 - Present
SunAmerica Financial Group April 2010 - December 2012
KPMG Peat Marwick January 2005 - July 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Cash Flow, General Ledger, Financial Analysis, GAAP, SEC filings, Valuation, IFRS, Alternative Investments, US GAAP, Financial Accounting, Private Equity, Financial Modeling, Financial Statements
Education
California State University-Northridge 1999 — 2004
B.S., Accoutancy
FB
Millikan Junior High
Millikan Junior High
Standish Management, LLC January 2013 - Present
SunAmerica Financial Group April 2010 - December 2012
KPMG Peat Marwick January 2005 - July 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Cash Flow, General Ledger, Financial Analysis, GAAP, SEC filings, Valuation, IFRS, Alternative Investments, US GAAP, Financial Accounting, Private Equity, Financial Modeling, Financial Statements
Education
California State University-Northridge 1999 — 2004
B.S., Accoutancy
FB
Millikan Junior High
Millikan Junior High
Gabriel Moynihan's Standish Management, LLC Experience May 2014 - August 2014
Job Healthcare Investment Banking Summer Analyst at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo May 2015 - August 2015
InstaEDU February 2014 - May 2015
Standish Management, LLC May 2014 - August 2014
SummerAde April 2008 - May 2014
Skills
PowerPoint, Microsoft Office, Social Media, Facebook Marketing, Financial Economics, Microsoft Excel, Investment Banking, Financial Accounting, Health Economics, Biotechnology
Education
Emory University 2012 — 2016
B.A., Behavioral & Financial Economics, GPA 3.96
The Branson School 2008 — 2012
Wells Fargo May 2015 - August 2015
InstaEDU February 2014 - May 2015
Standish Management, LLC May 2014 - August 2014
SummerAde April 2008 - May 2014
Skills
PowerPoint, Microsoft Office, Social Media, Facebook Marketing, Financial Economics, Microsoft Excel, Investment Banking, Financial Accounting, Health Economics, Biotechnology
Education
Emory University 2012 — 2016
B.A., Behavioral & Financial Economics, GPA 3.96
The Branson School 2008 — 2012
Brian Langner, CPA Brian Langner, CPA's Standish Management, LLC Experience October 2011 - December 2013
Job Analyst and Accounting Manager at Industry Ventures
Industry Venture Capital & Private Equity
Experience
Industry Ventures December 2013 - Present
Standish Management, LLC October 2011 - December 2013
AppFolio Inc. July 2011 - September 2011
Deckers Outdoor Corporation January 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Venture Capital, Fund Of Funds, Private Equity, Research, Investments, Outlook, Economics, Valuation, Finance, Accounting
Education
UCSB 2007 — 2011
Bachelor of Arts (B.A.), Business Economics with an Accounting Emphasis, Honors, Minor in Spanish
Universitat de Barcelona 2010 — 2010
Spanish, International Economics
Industry Ventures December 2013 - Present
Standish Management, LLC October 2011 - December 2013
AppFolio Inc. July 2011 - September 2011
Deckers Outdoor Corporation January 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Venture Capital, Fund Of Funds, Private Equity, Research, Investments, Outlook, Economics, Valuation, Finance, Accounting
Education
UCSB 2007 — 2011
Bachelor of Arts (B.A.), Business Economics with an Accounting Emphasis, Honors, Minor in Spanish
Universitat de Barcelona 2010 — 2010
Spanish, International Economics
A.J. Van Gilder, CPA's Standish Management, LLC Experience August 2008 - Present
Job Senior Manager at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC August 2008 - Present
Rothstein Kass October 2005 - June 2008
Skills
US GAAP, Accounting, Auditing, GAAP, Fund Of Funds, Financial Reporting, Internal Controls, Private Equity, Financial Analysis, Fund Accounting, Due Diligence, Valuation, Financial Modeling, Financial Accounting
Education
California State University-Northridge 2001 — 2005
Standish Management, LLC August 2008 - Present
Rothstein Kass October 2005 - June 2008
Skills
US GAAP, Accounting, Auditing, GAAP, Fund Of Funds, Financial Reporting, Internal Controls, Private Equity, Financial Analysis, Fund Accounting, Due Diligence, Valuation, Financial Modeling, Financial Accounting
Education
California State University-Northridge 2001 — 2005
Jon Coquia's Standish Management, LLC Experience January 2011 - Present
Job Manager at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC January 2011 - Present
Azure Capital Partners February 2004 - November 2010
ecmarkets 2002 - 2003
Paul Capital Partners 2002 - 2003
E*Offering (Investment Bank of E*Trade) 1999 - 2000
Skills
Financial Modeling, Venture Capital, Corporate Development, Private Equity, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA, Finance, General
Santa Clara University 1989 — 1993
BS Commerce, Accounting
Standish Management, LLC January 2011 - Present
Azure Capital Partners February 2004 - November 2010
ecmarkets 2002 - 2003
Paul Capital Partners 2002 - 2003
E*Offering (Investment Bank of E*Trade) 1999 - 2000
Skills
Financial Modeling, Venture Capital, Corporate Development, Private Equity, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA, Finance, General
Santa Clara University 1989 — 1993
BS Commerce, Accounting
Clint Nyberg, CPA's Standish Management, LLC Experience December 2009 - Present
Job Senior Manager at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC December 2009 - Present
Ernst & Young August 2005 - November 2009
Skills
Private Equity, Venture Capital, Financial Reporting, US GAAP, Financial Analysis, Fund Accounting, Valuation, Financial Accounting, Auditing, Financial Modeling, Investments, Hedge Funds, Fund Of Funds, CPA, Alternative Investments, Finance, Investor Relations, Business Valuation, Wine Tasting, Financial Statements, Assurance
Education
California State University-Hayward
Bachelor of Science (BS), Business Administration, Emphasis in Accounting
Standish Management, LLC December 2009 - Present
Ernst & Young August 2005 - November 2009
Skills
Private Equity, Venture Capital, Financial Reporting, US GAAP, Financial Analysis, Fund Accounting, Valuation, Financial Accounting, Auditing, Financial Modeling, Investments, Hedge Funds, Fund Of Funds, CPA, Alternative Investments, Finance, Investor Relations, Business Valuation, Wine Tasting, Financial Statements, Assurance
Education
California State University-Hayward
Bachelor of Science (BS), Business Administration, Emphasis in Accounting
Charles Vartanian, CPA's Standish Management, LLC Experience 2013 - Present
Job supervising senior associate at Rothstein Kass
Industry Accounting
Experience
Standish Management, LLC 2013 - Present
Rothstein Kass October 2007 - 2013
UCSB 2006 - 2007
Skills
Hedge Funds, Private Equity, Accounting, Fund Of Funds, Audit, Alternative Investments, Auditing
Education
University of California, Santa Barbara 2003 — 2007
BA, Business/Economics emphasis in Accounting
Standish Management, LLC 2013 - Present
Rothstein Kass October 2007 - 2013
UCSB 2006 - 2007
Skills
Hedge Funds, Private Equity, Accounting, Fund Of Funds, Audit, Alternative Investments, Auditing
Education
University of California, Santa Barbara 2003 — 2007
BA, Business/Economics emphasis in Accounting
Christopher Brewster, CPA's Standish Management, LLC Experience January 2015 - Present
Job Director at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC January 2015 - Present
Northern Trust Hedge Fund Services May 2011 - January 2015
Bank of America Merrill Lynch June 2007 - April 2011
UBS Fund Services (Cayman) Ltd. October 2003 - June 2007
Deloitte. Cayman Islands January 2002 - October 2003
PricewaterhouseCoopers LLP 1998 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Private Equity, Venture Capital, Fund Administration, Derivatives, Fund Of Funds, Financial Analysis, Investments, Financial Modeling, Valuation, Accounting, Financial Reporting, Due Diligence, Mutual Funds, Management, Finance
Education
Indiana University Bloomington 1993 — 1997
Bachelors of Science, Accounting and Finance
Standish Management, LLC January 2015 - Present
Northern Trust Hedge Fund Services May 2011 - January 2015
Bank of America Merrill Lynch June 2007 - April 2011
UBS Fund Services (Cayman) Ltd. October 2003 - June 2007
Deloitte. Cayman Islands January 2002 - October 2003
PricewaterhouseCoopers LLP 1998 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Private Equity, Venture Capital, Fund Administration, Derivatives, Fund Of Funds, Financial Analysis, Investments, Financial Modeling, Valuation, Accounting, Financial Reporting, Due Diligence, Mutual Funds, Management, Finance
Education
Indiana University Bloomington 1993 — 1997
Bachelors of Science, Accounting and Finance
Michael Alberts's Standish Management, LLC Experience July 2014 - Present
Job Manager at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC July 2014 - Present
Ernst & Young 2008 - June 2014
Education
Lehigh University 2004 — 2008
Accounting
Standish Management, LLC July 2014 - Present
Ernst & Young 2008 - June 2014
Education
Lehigh University 2004 — 2008
Accounting
Trent Dawson's Standish Management, LLC Experience October 2012 - January 2014
Job CFO at WestRiver Group
Industry Investment Management
Experience
WestRiver Group January 2014 - Present
Standish Management, LLC October 2012 - January 2014
Voyager Capital July 2006 - September 2012
Schroders May 2003 - March 2006
Ernst & Young 1999 - 2003
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Valuation
Education
University of Texas at Tyler 1996 — 1998
Bachelor of Arts (BA), Accounting
Tyler Junior College 1994 — 1996
Associate's degree
WestRiver Group January 2014 - Present
Standish Management, LLC October 2012 - January 2014
Voyager Capital July 2006 - September 2012
Schroders May 2003 - March 2006
Ernst & Young 1999 - 2003
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Valuation
Education
University of Texas at Tyler 1996 — 1998
Bachelor of Arts (BA), Accounting
Tyler Junior College 1994 — 1996
Associate's degree
Jeff Bush's Standish Management, LLC Experience April 2013 - Present
Job Director at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC April 2013 - Present
Capital Analytics September 2008 - April 2013
PricewaterhouseCoopers April 2005 - September 2008
Trammell Crow Residential September 2001 - April 2005
Crow Holdings September 2000 - September 2001
Deloitte & Touche September 1993 - September 2000
Skills
Accounting, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Financial Accounting, CPA, Tax, Due Diligence, US GAAP, General Ledger, Financial Modeling, Private Equity, Cash Flow, Financial Statements
Education
Texas A&M University 1989 — 1993
BBA, Accounting
Standish Management, LLC April 2013 - Present
Capital Analytics September 2008 - April 2013
PricewaterhouseCoopers April 2005 - September 2008
Trammell Crow Residential September 2001 - April 2005
Crow Holdings September 2000 - September 2001
Deloitte & Touche September 1993 - September 2000
Skills
Accounting, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Financial Accounting, CPA, Tax, Due Diligence, US GAAP, General Ledger, Financial Modeling, Private Equity, Cash Flow, Financial Statements
Education
Texas A&M University 1989 — 1993
BBA, Accounting
Erik Adcock's Standish Management, LLC Experience August 2015 - Present
Job Associate at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC August 2015 - Present
JoyRun April 2015 - Present
Zeta Psi Fraternity, Inc. January 2014 - Present
California Energy Commission October 2014 - June 2015
Morgan Stanley January 2015 - March 2015
Franklin Templeton Investments June 2014 - September 2014
HydroAlumina January 2014 - May 2014
Ultimate Manager September 2013 - December 2013
PACE Universal January 2010 - June 2012
Skills
Market Research, Analysis, Research, Start-ups, Marketing Strategy, Online Marketing, Strategic Partnerships, Economics, Management Consulting, Video Games, Business Development, Public Speaking, Leadership, Marketing, Fundraising, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics
Københavns Universitet 2013 — 2013
Economics
Monte Vista High School
Standish Management, LLC August 2015 - Present
JoyRun April 2015 - Present
Zeta Psi Fraternity, Inc. January 2014 - Present
California Energy Commission October 2014 - June 2015
Morgan Stanley January 2015 - March 2015
Franklin Templeton Investments June 2014 - September 2014
HydroAlumina January 2014 - May 2014
Ultimate Manager September 2013 - December 2013
PACE Universal January 2010 - June 2012
Skills
Market Research, Analysis, Research, Start-ups, Marketing Strategy, Online Marketing, Strategic Partnerships, Economics, Management Consulting, Video Games, Business Development, Public Speaking, Leadership, Marketing, Fundraising, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics
Københavns Universitet 2013 — 2013
Economics
Monte Vista High School
Crystal (Zeyuan) Yu, CPA's Standish Management, LLC Experience July 2014 - April 2015
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC July 2014 - April 2015
Standish Management, LLC June 2013 - June 2014
BCMS Corporate January 2013 - May 2013
PricewaterhouseCoopers June 2011 - August 2011
Ooogi Media Worldwide Ltd March 2011 - May 2011
China Minsheng Banking Corp.ltd June 2010 - August 2010
Skills
Cantonese, Mandarin, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Access, QuickBooks, Risk Management, Social Networking, Public Speaking, English, Financial Reporting, Auditing, Financial Modeling, Tax, Research, Valuation
Education
University of Southern California 2012 — 2013
Master of Accounting, Accounting, Financial Analysis and Valuation
The University of Hong Kong 2009 — 2012
BBA(Acc&Fin), Accounting and Finance
University of California, Santa Barbara 2010 — 2011
Econ&Acc, Accounting, 4.0/4.0
Standish Management, LLC July 2014 - April 2015
Standish Management, LLC June 2013 - June 2014
BCMS Corporate January 2013 - May 2013
PricewaterhouseCoopers June 2011 - August 2011
Ooogi Media Worldwide Ltd March 2011 - May 2011
China Minsheng Banking Corp.ltd June 2010 - August 2010
Skills
Cantonese, Mandarin, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Access, QuickBooks, Risk Management, Social Networking, Public Speaking, English, Financial Reporting, Auditing, Financial Modeling, Tax, Research, Valuation
Education
University of Southern California 2012 — 2013
Master of Accounting, Accounting, Financial Analysis and Valuation
The University of Hong Kong 2009 — 2012
BBA(Acc&Fin), Accounting and Finance
University of California, Santa Barbara 2010 — 2011
Econ&Acc, Accounting, 4.0/4.0
Leah Bourak's Standish Management, LLC Experience June 2013 - December 2013
Job Associate Director of Accounting Policy
Industry Accounting
Experience
Babson Capital Management March 2014 - Present
Standish Management, LLC June 2013 - December 2013
PricewaterhouseCoopers August 2009 - May 2013
Skills
Auditing, Private Equity, US GAAP, SEC filings, Accounting, Financial Reporting, Financial Accounting, GAAP, Financial Analysis, Assurance, External Audit, Financial Statements, Microsoft Excel, PowerPoint, Venture Capital, Revenue Recognition, Microsoft Office, Tax Accounting, General Ledger, Consolidation, Financial Audits, Account Reconciliation, QuickBooks, Real Estate, Business Valuation, Due Diligence, Internal Controls, Big 4, SEC Filings, Sarbanes-Oxley Act
Education
Bentley University 2008 — 2009
Masters, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelors, Accounting
Boston Latin School
Harriet A. Baldwin
Babson Capital Management March 2014 - Present
Standish Management, LLC June 2013 - December 2013
PricewaterhouseCoopers August 2009 - May 2013
Skills
Auditing, Private Equity, US GAAP, SEC filings, Accounting, Financial Reporting, Financial Accounting, GAAP, Financial Analysis, Assurance, External Audit, Financial Statements, Microsoft Excel, PowerPoint, Venture Capital, Revenue Recognition, Microsoft Office, Tax Accounting, General Ledger, Consolidation, Financial Audits, Account Reconciliation, QuickBooks, Real Estate, Business Valuation, Due Diligence, Internal Controls, Big 4, SEC Filings, Sarbanes-Oxley Act
Education
Bentley University 2008 — 2009
Masters, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelors, Accounting
Boston Latin School
Harriet A. Baldwin
Irene Mbuki Macharia's Standish Management, LLC Experience October 2010 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC October 2010 - Present
Standish Management, LLC October 2010 - Present
Elevation Partners May 2008 - May 2010
Skills
Financial Accounting, Financial Reporting, US GAAP, Private Equity, Venture Capital, Fund Of Funds, Financial Modeling, IRR, Cash Management
Education
San Francisco State University 2007 — 2009
BS, Accounting
Standish Management, LLC October 2010 - Present
Standish Management, LLC October 2010 - Present
Elevation Partners May 2008 - May 2010
Skills
Financial Accounting, Financial Reporting, US GAAP, Private Equity, Venture Capital, Fund Of Funds, Financial Modeling, IRR, Cash Management
Education
San Francisco State University 2007 — 2009
BS, Accounting
Nicole C. Shanahan's Standish Management, LLC Experience February 2008 - July 2009
Job Accountant at API Accounting Practices, Inc.
Industry Accounting
Experience
API Accounting Practices, Inc. April 2015 - Present
EY January 2014 - October 2014
Seiler LLP October 2012 - December 2013
EisnerAmper LLP December 2011 - June 2012
Rothstein Kass January 2010 - September 2011
Macy's June 2004 - January 2010
Standish Management, LLC February 2008 - July 2009
Wells Fargo Bank August 2005 - February 2008
RHL Design Group August 2001 - June 2004
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Audit, Accounting, Alternative Investments, Valuation, Financial Statements, Fund Of Funds, Bloomberg, Not for Profit, Nonprofits, Liquidation, Equities, Private Foundations, RIAs, Investment Companies, Registered Investment..., Reviews, Auditing, Financial Accounting
Education
San Francisco State University, College of Business 2007 — 2009
Bachelor of Science, Business Administration, Accounting
Diablo Valley College 2005 — 2007
Associates of Science, Business Administration, Business
Alhambra High School
API Accounting Practices, Inc. April 2015 - Present
EY January 2014 - October 2014
Seiler LLP October 2012 - December 2013
EisnerAmper LLP December 2011 - June 2012
Rothstein Kass January 2010 - September 2011
Macy's June 2004 - January 2010
Standish Management, LLC February 2008 - July 2009
Wells Fargo Bank August 2005 - February 2008
RHL Design Group August 2001 - June 2004
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Audit, Accounting, Alternative Investments, Valuation, Financial Statements, Fund Of Funds, Bloomberg, Not for Profit, Nonprofits, Liquidation, Equities, Private Foundations, RIAs, Investment Companies, Registered Investment..., Reviews, Auditing, Financial Accounting
Education
San Francisco State University, College of Business 2007 — 2009
Bachelor of Science, Business Administration, Accounting
Diablo Valley College 2005 — 2007
Associates of Science, Business Administration, Business
Alhambra High School
Nicole O'Toole's Standish Management, LLC Experience 2007 - Present
Job Reporting Systems & Implementation Manager at Standish Management, LLC
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC 2007 - Present
Standish Management, LLC 2014 - Present
Standish Management, LLC 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Skills
Private Equity, Venture Capital, Financial Reporting, Fund Accounting, Accounting, Alternative Investments, Database Administration, Software Project..., Business Analysis
Education
Bryant University 1998 — 2002
BS, Business Administration, Management
Bond University 2001 — 2001
Study Abroad
Standish Management, LLC 2007 - Present
Standish Management, LLC 2014 - Present
Standish Management, LLC 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Skills
Private Equity, Venture Capital, Financial Reporting, Fund Accounting, Accounting, Alternative Investments, Database Administration, Software Project..., Business Analysis
Education
Bryant University 1998 — 2002
BS, Business Administration, Management
Bond University 2001 — 2001
Study Abroad
Eric Polanco's Standish Management, LLC Experience June 2013 - Present
Job Accounting Associate at Standish Management, LLC
Industry Financial Services
Experience
Standish Management, LLC June 2013 - Present
State Street March 2012 - June 2013
IMP Consulting June 2011 - December 2011
FRANKLIN AND MARSHALL ATHLETICS & RECREATION January 2009 - May 2011
Armstrong World Industries June 2010 - August 2010
CITY HALL June 2009 - July 2009
Education
Franklin & Marshall College 2007 — 2011
BA, Business & Economics
Standish Management, LLC June 2013 - Present
State Street March 2012 - June 2013
IMP Consulting June 2011 - December 2011
FRANKLIN AND MARSHALL ATHLETICS & RECREATION January 2009 - May 2011
Armstrong World Industries June 2010 - August 2010
CITY HALL June 2009 - July 2009
Education
Franklin & Marshall College 2007 — 2011
BA, Business & Economics
Duke Duncan's Standish Management, LLC Experience March 2015 - Present
Job
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC March 2015 - Present
The Colony Group January 2014 - August 2014
Bentley Investment Group September 2013 - April 2014
Charles Schwab June 2013 - August 2013
Bentley Investment Group September 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Financial Analysis
Education
Bentley University 2012 — 2014
Bachelor of Science (BS), Corporate Finance & Accounting
Standish Management, LLC March 2015 - Present
The Colony Group January 2014 - August 2014
Bentley Investment Group September 2013 - April 2014
Charles Schwab June 2013 - August 2013
Bentley Investment Group September 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Financial Analysis
Education
Bentley University 2012 — 2014
Bachelor of Science (BS), Corporate Finance & Accounting
Andria Plunk's Standish Management, LLC Experience January 2014 - Present
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC January 2014 - Present
PwC July 2013 - January 2014
PwC July 2010 - July 2013
Skills
SEC filings, Financial Reporting
Education
Texas A&M University 2006 — 2010
Master of Science (MS), Finance, General
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Standish Management, LLC January 2014 - Present
PwC July 2013 - January 2014
PwC July 2010 - July 2013
Skills
SEC filings, Financial Reporting
Education
Texas A&M University 2006 — 2010
Master of Science (MS), Finance, General
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting