StepStone Group
Industry: Private equity company
DescriptionStepStone Group LP is a global private markets firm providing customized investment, portfolio monitoring and advisory solutions to some of the most sophisticated investors. Number of employees: 300 Founded: 2006 Type of business: Private Ownership Total assets: 130 billion USD Number of locations: 15 offices in 11 countries Subsidiaries: StepStone Real Estate, Clairvue Capital Partners, StepStone Group Real Estate LP
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StepStone Group Employees
Employee
Years
Job
Industry
Crystal Stokey Crystal Stokey's StepStone Group Experience January 2014 - Present
Job Office Manager at StepStone Group
Industry Investment Management
Experience
StepStone Group January 2014 - Present
Meketa Investment Group August 2007 - December 2013
Oceanside Police Department April 2007 - July 2007
Chili's 2005 - 2007
San Diego Public Defender 2005 - 2005
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Training, Leadership, Time Management, Editing, Administrative..., Team Leadership, Outlook, Telephone Skills, Office Administration, SharePoint, Management
Education
SDSU 2003 — 2005
Bachelor of Science (BS), Criminal Justice
Palomar College 2000 — 2003
Rancho Buena Vista High School 1996 — 2000
Diploma
University of California, San Diego
Human Resources Management and Services
StepStone Group January 2014 - Present
Meketa Investment Group August 2007 - December 2013
Oceanside Police Department April 2007 - July 2007
Chili's 2005 - 2007
San Diego Public Defender 2005 - 2005
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Training, Leadership, Time Management, Editing, Administrative..., Team Leadership, Outlook, Telephone Skills, Office Administration, SharePoint, Management
Education
SDSU 2003 — 2005
Bachelor of Science (BS), Criminal Justice
Palomar College 2000 — 2003
Rancho Buena Vista High School 1996 — 2000
Diploma
University of California, San Diego
Human Resources Management and Services
Wayne Luk Wayne Luk's StepStone Group Experience September 2015 - Present
Job Performance Analyst Intern at StepStone Group
Industry Accounting
Experience
StepStone Group September 2015 - Present
CHEN ACCOUNTING GROUP, LTD. December 2014 - August 2015
University of San Diego September 2014 - May 2015
University of San Diego February 2014 - May 2014
University of San Diego October 2013 - May 2014
Skills
Management, Team Leadership, Leadership, Microsoft Excel, PowerPoint, Accounting, Financial Analysis, Microsoft Office, Microsoft Word, Time Management, Teamwork, Public Speaking, Outlook, Customer Service, Social Media
Education
University of San Diego 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance
StepStone Group September 2015 - Present
CHEN ACCOUNTING GROUP, LTD. December 2014 - August 2015
University of San Diego September 2014 - May 2015
University of San Diego February 2014 - May 2014
University of San Diego October 2013 - May 2014
Skills
Management, Team Leadership, Leadership, Microsoft Excel, PowerPoint, Accounting, Financial Analysis, Microsoft Office, Microsoft Word, Time Management, Teamwork, Public Speaking, Outlook, Customer Service, Social Media
Education
University of San Diego 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Aaron Sherman Aaron Sherman's StepStone Group Experience June 2013 - October 2013
Job Debt Capital Markets Analyst Consumer & REGLL at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Credit Suisse June 2014 - August 2014
W Partners Group LLC October 2013 - May 2014
StepStone Group June 2013 - October 2013
Gold Millennium Group January 2013 - May 2013
Phi Kappa Theta - California Phi Delta August 2012 - May 2013
Office of the President - University of San Diego August 2011 - December 2012
Duncan & Smith Investments, Inc. January 2010 - January 2012
Skills
Microsoft Office, Security Analysis, Mandarin, Financial Modeling, Equity Research, Corporate Finance, Fundraising, Market Research, Financial Analysis, Bloomberg Terminal, Marketing Strategy, Microsoft Excel, Customer Service, Accounting, Research, Economics, Bilingual, Due Diligence, Strategic Planning, PowerPoint
Education
University of San Diego 2011 — 2015
Economics, Finance, and Asian Studies, Junior
Deutsche Bank June 2015 - Present
Credit Suisse June 2014 - August 2014
W Partners Group LLC October 2013 - May 2014
StepStone Group June 2013 - October 2013
Gold Millennium Group January 2013 - May 2013
Phi Kappa Theta - California Phi Delta August 2012 - May 2013
Office of the President - University of San Diego August 2011 - December 2012
Duncan & Smith Investments, Inc. January 2010 - January 2012
Skills
Microsoft Office, Security Analysis, Mandarin, Financial Modeling, Equity Research, Corporate Finance, Fundraising, Market Research, Financial Analysis, Bloomberg Terminal, Marketing Strategy, Microsoft Excel, Customer Service, Accounting, Research, Economics, Bilingual, Due Diligence, Strategic Planning, PowerPoint
Education
University of San Diego 2011 — 2015
Economics, Finance, and Asian Studies, Junior
Lucas Fernandez's StepStone Group Experience June 2015 - Present
Job Analyst at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group June 2015 - Present
StepStone Group March 2015 - June 2015
Intelligent Light Source October 2014 - December 2014
DiversyFund April 2014 - October 2014
DreamSmart Labs July 2014 - September 2014
San Diego Padres April 2013 - September 2014
Titan-X LLC February 2014 - May 2014
Shafer Vineyards June 2007 - December 2013
Skills
Management, Finance, Investments, Entrepreneurship, Business Development, Start-up Consulting, Start-ups, Private Equity, Financial Modeling, Business Strategy, Google Analytics, Crowdfunding, Customer Service, Social Media, Time Management, Facebook, Social Networking, Predictive Analytics, Social Media Marketing, Social Entrepreneurship, HubSpot, Google Adwords, SEO, WordPress, Front-end Design, Back-end Programming, CRM, Blogging, Ticket Sales, Market Research, Real Estate, Advertising, Marketing Strategy, Investor Relations, Marketing, Sales, PPC, Microsoft Office, Leadership, Microsoft Excel, Strategy, Microsoft Word, PowerPoint, Strategic Planning
Education
San Diego State University-California State University 2011 — 2015
Bachelor’s Degree, Investments and Securities, Finance
StepStone Group June 2015 - Present
StepStone Group March 2015 - June 2015
Intelligent Light Source October 2014 - December 2014
DiversyFund April 2014 - October 2014
DreamSmart Labs July 2014 - September 2014
San Diego Padres April 2013 - September 2014
Titan-X LLC February 2014 - May 2014
Shafer Vineyards June 2007 - December 2013
Skills
Management, Finance, Investments, Entrepreneurship, Business Development, Start-up Consulting, Start-ups, Private Equity, Financial Modeling, Business Strategy, Google Analytics, Crowdfunding, Customer Service, Social Media, Time Management, Facebook, Social Networking, Predictive Analytics, Social Media Marketing, Social Entrepreneurship, HubSpot, Google Adwords, SEO, WordPress, Front-end Design, Back-end Programming, CRM, Blogging, Ticket Sales, Market Research, Real Estate, Advertising, Marketing Strategy, Investor Relations, Marketing, Sales, PPC, Microsoft Office, Leadership, Microsoft Excel, Strategy, Microsoft Word, PowerPoint, Strategic Planning
Education
San Diego State University-California State University 2011 — 2015
Bachelor’s Degree, Investments and Securities, Finance
Isaac Lau's StepStone Group Experience April 2011 - June 2011
Job Finance at OpenX
Industry Internet
Experience
OpenX April 2014 - Present
The Spartan Group LLC November 2011 - April 2014
StepStone Group April 2011 - June 2011
Pacific Corporate Group March 2010 - April 2011
Skills
Corporate Finance, Financial Modeling, Valuation, Bloomberg, Asset Allocation, Investment Banking, Private Equity, Mergers, Alternative Investments, Finance, Venture Capital, Economics, Investments, Mergers & Acquisitions, Corporate Development
Education
University of California, San Diego 2007 — 2011
Bachelor of Science (B.Sc.), Management Science
UCSD Rady School of Management 2009 — 2011
Accounting Minor
Peking University 2010 — 2010
Summer Exchange Program
OpenX April 2014 - Present
The Spartan Group LLC November 2011 - April 2014
StepStone Group April 2011 - June 2011
Pacific Corporate Group March 2010 - April 2011
Skills
Corporate Finance, Financial Modeling, Valuation, Bloomberg, Asset Allocation, Investment Banking, Private Equity, Mergers, Alternative Investments, Finance, Venture Capital, Economics, Investments, Mergers & Acquisitions, Corporate Development
Education
University of California, San Diego 2007 — 2011
Bachelor of Science (B.Sc.), Management Science
UCSD Rady School of Management 2009 — 2011
Accounting Minor
Peking University 2010 — 2010
Summer Exchange Program
Weiyao Chen Weiyao Chen's StepStone Group Experience August 2015 - Present
Job Analyst Intern at StepStone Group
Industry Financial Services
Experience
StepStone Group August 2015 - Present
StepStone Group August 2014 - June 2015
Latitude 38 Group January 2013 - June 2013
University of San Francisco September 2011 - December 2012
Chengshi Computer June 2012 - June 2012
Industrial Bank July 2011 - August 2011
Skills
Mandarin, Microsoft Office, Photoshop, Analysis, Windows, Accounting, LaTeX, Photography, MySQL, VBA, Financial Analysis, Mac, Marketing, Bloomberg, Bloomberg Terminal, Databases, Energy Industry, Matlab
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's degree, Finance, General, 3.51
University of San Francisco 2009 — 2012
B.S, Business Administration; Finance, 3.51
StepStone Group August 2015 - Present
StepStone Group August 2014 - June 2015
Latitude 38 Group January 2013 - June 2013
University of San Francisco September 2011 - December 2012
Chengshi Computer June 2012 - June 2012
Industrial Bank July 2011 - August 2011
Skills
Mandarin, Microsoft Office, Photoshop, Analysis, Windows, Accounting, LaTeX, Photography, MySQL, VBA, Financial Analysis, Mac, Marketing, Bloomberg, Bloomberg Terminal, Databases, Energy Industry, Matlab
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's degree, Finance, General, 3.51
University of San Francisco 2009 — 2012
B.S, Business Administration; Finance, 3.51
Cody Groth Cody Groth's StepStone Group Experience January 2014 - Present
Job Associate at StepStone Group
Industry Investment Management
Experience
StepStone Group January 2014 - Present
StepStone Group October 2011 - December 2013
University of Georgia June 2010 - April 2011
University of Nevada Reno August 2006 - March 2010
Education
University of Nevada-Reno 2006 — 2010
Bachelor of Science in Business Administration, Business Management
StepStone Group January 2014 - Present
StepStone Group October 2011 - December 2013
University of Georgia June 2010 - April 2011
University of Nevada Reno August 2006 - March 2010
Education
University of Nevada-Reno 2006 — 2010
Bachelor of Science in Business Administration, Business Management
Joseph Scardino Joseph Scardino's StepStone Group Experience September 2014 - May 2015
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - September 2015
StepStone Group September 2014 - May 2015
Solar Rain Bottled Water Company, Inc. January 2014 - June 2014
Education
University of San Diego School of Business Administration 2013 — 2016
Bachelor's Degree, Finance, General, Senior
University of California, Santa Barbara 2011 — 2013
Economics and Accounting
UBS Wealth Management June 2015 - September 2015
StepStone Group September 2014 - May 2015
Solar Rain Bottled Water Company, Inc. January 2014 - June 2014
Education
University of San Diego School of Business Administration 2013 — 2016
Bachelor's Degree, Finance, General, Senior
University of California, Santa Barbara 2011 — 2013
Economics and Accounting
Allison Lin Allison Lin's StepStone Group Experience January 2013 - March 2014
Job Master's Candidate at the UCSD School of International Relations and Pacific Studies
Industry International Trade and Development
Experience
University of California San Diego Graduate School of International Relations October 2014 - December 2014
U.S. Department of the Treasury June 2014 - September 2014
StepStone Group January 2013 - March 2014
Singapore Business Federation June 2013 - August 2013
UC San Diego September 2012 - January 2013
Ansir Innovation Center November 2011 - February 2012
CLUB SPORT OF FREMONT May 2010 - September 2010
Skills
Microsoft Excel, Research, Microsoft Word, Event Planning, Financial Accounting, Teamwork, Social Media Marketing, Financial Analysis, Stata, Advertising, Marketing, Start-ups, Facebook
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2013 — 2015
Masters in International Affairs, International Economics
University of California, San Diego 2010 — 2014
Bachelor of Arts, International Studies-Economics and Political Science; Business Minor, 3.7
Mission San Jose High School 2006 — 2010
High School Diploma, 3.91
University of California San Diego Graduate School of International Relations October 2014 - December 2014
U.S. Department of the Treasury June 2014 - September 2014
StepStone Group January 2013 - March 2014
Singapore Business Federation June 2013 - August 2013
UC San Diego September 2012 - January 2013
Ansir Innovation Center November 2011 - February 2012
CLUB SPORT OF FREMONT May 2010 - September 2010
Skills
Microsoft Excel, Research, Microsoft Word, Event Planning, Financial Accounting, Teamwork, Social Media Marketing, Financial Analysis, Stata, Advertising, Marketing, Start-ups, Facebook
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2013 — 2015
Masters in International Affairs, International Economics
University of California, San Diego 2010 — 2014
Bachelor of Arts, International Studies-Economics and Political Science; Business Minor, 3.7
Mission San Jose High School 2006 — 2010
High School Diploma, 3.91
Jeremy Liu's StepStone Group Experience June 2012 - August 2012
Job Business Analyst at Amazon
Industry Human Resources
Experience
Amazon May 2014 - Present
Think HR June 2013 - May 2014
Babson College January 2012 - January 2013
StepStone Group June 2012 - August 2012
Northwestern Mutual May 2011 - June 2012
Foothill Optometric Group January 2007 - January 2010
Skills
Insurance, Asset Managment, Financial Analysis, Strategic Financial..., Entrepreneurship, Leadership, Financial Modeling, Asset Management, Business Strategy, Investments, Public Speaking, Finance, Strategic Planning, Corporate Finance, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Access, Market Research
Education
Babson College 2009 — 2013
Bachelor's degree, Finance and Quantitative methods
Amador Valley high school 2005 — 2009
Amazon May 2014 - Present
Think HR June 2013 - May 2014
Babson College January 2012 - January 2013
StepStone Group June 2012 - August 2012
Northwestern Mutual May 2011 - June 2012
Foothill Optometric Group January 2007 - January 2010
Skills
Insurance, Asset Managment, Financial Analysis, Strategic Financial..., Entrepreneurship, Leadership, Financial Modeling, Asset Management, Business Strategy, Investments, Public Speaking, Finance, Strategic Planning, Corporate Finance, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Access, Market Research
Education
Babson College 2009 — 2013
Bachelor's degree, Finance and Quantitative methods
Amador Valley high school 2005 — 2009
Michael Tsai Michael Tsai's StepStone Group Experience June 2013 - March 2014
Job Sales Strategy and Operations Analyst at Elastic
Industry Computer Software
Experience
Elastic October 2015 - Present
Private International Entrepreneur/Investor September 2014 - May 2015
Export Access Global Consulting March 2014 - April 2015
The NPD Group June 2014 - August 2014
TEDxUCSD June 2013 - May 2014
StepStone Group June 2013 - March 2014
UCSD Health Sciences October 2011 - May 2013
HTC June 2011 - August 2011
Education
UC San Diego School of Global Policy and Strategy (GPS) 2013 — 2015
Master of International Affairs
University of California, San Diego 2010 — 2014
BA
Choate Rosemary Hall 2006 — 2010
Elastic October 2015 - Present
Private International Entrepreneur/Investor September 2014 - May 2015
Export Access Global Consulting March 2014 - April 2015
The NPD Group June 2014 - August 2014
TEDxUCSD June 2013 - May 2014
StepStone Group June 2013 - March 2014
UCSD Health Sciences October 2011 - May 2013
HTC June 2011 - August 2011
Education
UC San Diego School of Global Policy and Strategy (GPS) 2013 — 2015
Master of International Affairs
University of California, San Diego 2010 — 2014
BA
Choate Rosemary Hall 2006 — 2010
Christian Skegrud Christian Skegrud's StepStone Group Experience September 2014 - December 2014
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)
Emilio Gastelu Emilio Gastelu's StepStone Group Experience September 2014 - May 2015
Job Analyst at Pacifica Companies
Industry Financial Services
Experience
Pacifica Companies July 2015 - Present
StepStone Group September 2014 - May 2015
University of San Diego January 2014 - May 2015
Execution Finance June 2013 - July 2013
Fonatur June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Economics, Finance, Financial Analysis, Financial Modeling, Equity Valuation, Data Analysis, Java, Stata Data Analysis and..., Capital IQ, Customer Service, Investment Banking, Time Management
Education
University of San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics, Minor in Finance
Christ School 2009 — 2011
High School
Pacifica Companies July 2015 - Present
StepStone Group September 2014 - May 2015
University of San Diego January 2014 - May 2015
Execution Finance June 2013 - July 2013
Fonatur June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Economics, Finance, Financial Analysis, Financial Modeling, Equity Valuation, Data Analysis, Java, Stata Data Analysis and..., Capital IQ, Customer Service, Investment Banking, Time Management
Education
University of San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics, Minor in Finance
Christ School 2009 — 2011
High School
Chris Hsuan, CFA's StepStone Group Experience August 2015 - Present
Job Private Equity Associate at StepStone Group
Industry Investment Management
Experience
StepStone Group August 2015 - Present
MKM Partners June 2014 - July 2015
Langa Holdings June 2013 - June 2014
Burlingame Asset Management, LLC June 2010 - June 2013
The Fuller Foundation July 2007 - August 2008
Skills
Equity Research, Visual Basic, Investment Valuation, Financial Modeling, Critical Thinking, Budgeting, Data Analysis, Excel, Editing, Financial Analysis, Organizing, Research, Factset, Bloomberg Terminal, EDGAR, Value Investing, Equity Valuation, Hedge Funds, Strategic Insight, DCF, Short Sales, Portfolio Management, Equities, Investments, Bloomberg, Valuation, Alternative Investments, Economics, Microsoft Excel, Budgets, Capital Markets, Options, Fixed Income, Derivatives, Equity Trading, Securities, VBA, Business Valuation, Analysis, Corporate Finance, Risk Management, Hedging, Buy-side, FINRA, Quantitative Analytics, Finance, Asset Management, Social Media, PowerPoint, Private Equity
Education
University of California, Berkeley 2007 — 2011
StepStone Group August 2015 - Present
MKM Partners June 2014 - July 2015
Langa Holdings June 2013 - June 2014
Burlingame Asset Management, LLC June 2010 - June 2013
The Fuller Foundation July 2007 - August 2008
Skills
Equity Research, Visual Basic, Investment Valuation, Financial Modeling, Critical Thinking, Budgeting, Data Analysis, Excel, Editing, Financial Analysis, Organizing, Research, Factset, Bloomberg Terminal, EDGAR, Value Investing, Equity Valuation, Hedge Funds, Strategic Insight, DCF, Short Sales, Portfolio Management, Equities, Investments, Bloomberg, Valuation, Alternative Investments, Economics, Microsoft Excel, Budgets, Capital Markets, Options, Fixed Income, Derivatives, Equity Trading, Securities, VBA, Business Valuation, Analysis, Corporate Finance, Risk Management, Hedging, Buy-side, FINRA, Quantitative Analytics, Finance, Asset Management, Social Media, PowerPoint, Private Equity
Education
University of California, Berkeley 2007 — 2011
Christopher Ryan Christopher Ryan's StepStone Group Experience January 2014 - Present
Job Analyst at StepStone Group Private Equity
Industry Investment Banking
Experience
StepStone Group January 2014 - Present
StepStone Group June 2013 - December 2013
Bainbridge Capital January 2013 - February 2013
Bainbridge Capital July 2012 - January 2013
UC San Diego June 2011 - July 2012
Sea Captain's House June 2010 - September 2010
Compass Cove Resort June 2010 - September 2010
Dutch Masonry June 2008 - August 2008
Skills
Economics, Microsoft Excel, Stata, Investments, PowerPoint, Econometrics, Microsoft Word, Financial Analysis, Capital IQ, Financial Modeling, Customer Service, Forecasting, Hoovers, Business Analysis, Microsoft Office, Mergers & Acquisitions, Market Research, Corporate Finance, Analysis, Salesforce.com, Masonry, Valuation, Research, Finance, Spanish, Data Analysis, Private Equity, Bloomberg, Bloomberg Terminal, Capital Markets, Alternative Investments, Equity Research, Equities, Due Diligence, Social Networking, Teamwork
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts in Economics, Economics
McCallie School 2005 — 2009
Christian Academy
StepStone Group January 2014 - Present
StepStone Group June 2013 - December 2013
Bainbridge Capital January 2013 - February 2013
Bainbridge Capital July 2012 - January 2013
UC San Diego June 2011 - July 2012
Sea Captain's House June 2010 - September 2010
Compass Cove Resort June 2010 - September 2010
Dutch Masonry June 2008 - August 2008
Skills
Economics, Microsoft Excel, Stata, Investments, PowerPoint, Econometrics, Microsoft Word, Financial Analysis, Capital IQ, Financial Modeling, Customer Service, Forecasting, Hoovers, Business Analysis, Microsoft Office, Mergers & Acquisitions, Market Research, Corporate Finance, Analysis, Salesforce.com, Masonry, Valuation, Research, Finance, Spanish, Data Analysis, Private Equity, Bloomberg, Bloomberg Terminal, Capital Markets, Alternative Investments, Equity Research, Equities, Due Diligence, Social Networking, Teamwork
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts in Economics, Economics
McCallie School 2005 — 2009
Christian Academy
Jennifer Guy's StepStone Group Experience November 2014 - Present
Job Office Manager/ Executive Assistant at StepStone Group
Industry Real Estate
Experience
StepStone Group November 2014 - Present
Redwood Empire Vineyard Management September 2012 - November 2014
St Joseph Hospital January 2010 - September 2012
Skills
Healthcare, Hospitals, Customer Service, Healthcare Management, Microsoft Excel, Public Speaking, Leadership, Microsoft Word, Research, Microsoft Office
Education
Sonoma State University 2011 — 2013
Bachelor of Arts (B.A.), Human Development, 3.4 GPA
Santa Rosa Junior College
StepStone Group November 2014 - Present
Redwood Empire Vineyard Management September 2012 - November 2014
St Joseph Hospital January 2010 - September 2012
Skills
Healthcare, Hospitals, Customer Service, Healthcare Management, Microsoft Excel, Public Speaking, Leadership, Microsoft Word, Research, Microsoft Office
Education
Sonoma State University 2011 — 2013
Bachelor of Arts (B.A.), Human Development, 3.4 GPA
Santa Rosa Junior College
Cullen Riley Cullen Riley's StepStone Group Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Undergraduate Student Investment Fund February 2015 - Present
Wells Fargo Securities June 2015 - August 2015
StepStone Group May 2014 - August 2014
Ice-Plex June 2012 - August 2014
The Coding School January 2014 - June 2014
CSSE (USC Center for Systems and Software Engineering) September 2013 - December 2013
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Majors: Computer Science and Business Administration, Minor: Mathematical Finance, Junior
Pacific Ridge School 2008 — 2012
Undergraduate Student Investment Fund February 2015 - Present
Wells Fargo Securities June 2015 - August 2015
StepStone Group May 2014 - August 2014
Ice-Plex June 2012 - August 2014
The Coding School January 2014 - June 2014
CSSE (USC Center for Systems and Software Engineering) September 2013 - December 2013
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Majors: Computer Science and Business Administration, Minor: Mathematical Finance, Junior
Pacific Ridge School 2008 — 2012
Greg Weiler Greg Weiler's StepStone Group Experience October 2010 - July 2011
Job Experienced Contract Administrator and Account Manager
Industry Insurance
Experience
L.A. Care Health Plan June 2014 - April 2015
Easy Choice Health Plan July 2011 - June 2014
StepStone Group October 2010 - July 2011
Skills
Negotiation, Insurance, Customer Service, Strategic Planning, Budgets, Research, Public Speaking, Microsoft Office, Network Development, Process Improvement, Medicare, Social Media, Training
Education
Loyola Marymount University 2005 — 2007
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
L.A. Care Health Plan June 2014 - April 2015
Easy Choice Health Plan July 2011 - June 2014
StepStone Group October 2010 - July 2011
Skills
Negotiation, Insurance, Customer Service, Strategic Planning, Budgets, Research, Public Speaking, Microsoft Office, Network Development, Process Improvement, Medicare, Social Media, Training
Education
Loyola Marymount University 2005 — 2007
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Thomas (Tommy) Wilson Thomas (Tommy) Wilson's StepStone Group Experience March 2012 - August 2013
Job Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank May 2014 - August 2014
StepStone Group March 2012 - August 2013
Skills
Microsoft Excel, Investments, Analysis, Finance, Budgets, German, Public Speaking, PowerPoint, Due Diligence, Editing, Excel, Programming, Research, Data Analysis, German Proficiency, Budgeting
Education
Cornell University 2012 — 2015
Bachelor's Degree
University of California, San Diego 2011 — 2012
Mission Viejo High School 2007 — 2011
High School
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank May 2014 - August 2014
StepStone Group March 2012 - August 2013
Skills
Microsoft Excel, Investments, Analysis, Finance, Budgets, German, Public Speaking, PowerPoint, Due Diligence, Editing, Excel, Programming, Research, Data Analysis, German Proficiency, Budgeting
Education
Cornell University 2012 — 2015
Bachelor's Degree
University of California, San Diego 2011 — 2012
Mission Viejo High School 2007 — 2011
High School
Rachèle Delva Rachèle Delva's StepStone Group Experience April 2012 - July 2012
Job Account Associate at EY
Industry Financial Services
Experience
EY 2015 - Present
Hildergrade's Pantry September 2014 - Present
Miragoane Haiti August 2010 - Present
Goldman Sachs April 2013 - September 2014
Progrexion October 2012 - April 2013
StepStone Group April 2012 - July 2012
Brigham Young University April 2009 - April 2010
Fergusson Library Bookstore July 2007 - February 2008
Stamford Hospital November 2005 - February 2008
Skills
Microsoft Excel, Access, QuickBooks, French, VBA, Customer Service, Management, Accounting
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Accounting
EY 2015 - Present
Hildergrade's Pantry September 2014 - Present
Miragoane Haiti August 2010 - Present
Goldman Sachs April 2013 - September 2014
Progrexion October 2012 - April 2013
StepStone Group April 2012 - July 2012
Brigham Young University April 2009 - April 2010
Fergusson Library Bookstore July 2007 - February 2008
Stamford Hospital November 2005 - February 2008
Skills
Microsoft Excel, Access, QuickBooks, French, VBA, Customer Service, Management, Accounting
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Accounting
Adam S. Hout, FPC Adam S. Hout, FPC's StepStone Group Experience September 2013 - December 2013
Job Associate District Manager at ADP
Industry Financial Services
Experience
ADP June 2014 - Present
UTC Ice September 2010 - May 2014
StepStone Group September 2013 - December 2013
Vaughn Woods Financial Group February 2013 - August 2013
Fermanian Business and Economic Institute May 2011 - August 2011
Alberni Valley Bulldogs Hockey Club August 2007 - May 2010
Skills
Leadership, Teamwork, Finance, Marketing, Microsoft Excel, Ice Hockey, Microsoft Word, PowerPoint, Sales, Time Management, Stock Market, Training, Market Research, Film, Analysis
Education
Point Loma Nazarene University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurial Finance
ADP June 2014 - Present
UTC Ice September 2010 - May 2014
StepStone Group September 2013 - December 2013
Vaughn Woods Financial Group February 2013 - August 2013
Fermanian Business and Economic Institute May 2011 - August 2011
Alberni Valley Bulldogs Hockey Club August 2007 - May 2010
Skills
Leadership, Teamwork, Finance, Marketing, Microsoft Excel, Ice Hockey, Microsoft Word, PowerPoint, Sales, Time Management, Stock Market, Training, Market Research, Film, Analysis
Education
Point Loma Nazarene University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurial Finance
Zeno Mercer's StepStone Group Experience February 2014 - October 2014
Job Business Development Associate at HighQ
Industry Venture Capital & Private Equity
Experience
HighQ June 2015 - Present
Cartonomy February 2015 - May 2015
StepStone Group February 2014 - October 2014
Patten and Patten, Inc. June 2013 - August 2013
Home-Worx B2B Global Solutions November 2011 - March 2012
U.S. House of Representatives May 2010 - August 2010
Mercer Capital May 2010 - July 2010
Mercer Capital June 2006 - August 2007
Skills
Business Development, Market Research, Financial Analysis, Microsoft Excel, Research, Public Speaking, Private Equity, PowerPoint, Microsoft Office, Bloomberg, Finance, Management, Financial Modeling, Investments, Due Diligence, Valuation, Analysis, Marketing, Leadership, Start-ups, Sales, Financial Services, Consulting, Fundraising, Mergers & Acquisitions, Investor Relations, Business Valuation, Investment Banking, Product Management, Financial Reporting, Project Management, Venture Capital, Strategic Partnerships, Financial Accounting, Photoshop, Product Development, Corporate Finance, Business Strategy, CRM, Analytics, Entrepreneurship, Strategy, Marketing Strategy, New Business Development, Sales Management
Education
The University of Tennessee at Chattanooga 2009 — 2013
B.S., Finance: Investments
Memphis University School 2003 — 2009
HighQ June 2015 - Present
Cartonomy February 2015 - May 2015
StepStone Group February 2014 - October 2014
Patten and Patten, Inc. June 2013 - August 2013
Home-Worx B2B Global Solutions November 2011 - March 2012
U.S. House of Representatives May 2010 - August 2010
Mercer Capital May 2010 - July 2010
Mercer Capital June 2006 - August 2007
Skills
Business Development, Market Research, Financial Analysis, Microsoft Excel, Research, Public Speaking, Private Equity, PowerPoint, Microsoft Office, Bloomberg, Finance, Management, Financial Modeling, Investments, Due Diligence, Valuation, Analysis, Marketing, Leadership, Start-ups, Sales, Financial Services, Consulting, Fundraising, Mergers & Acquisitions, Investor Relations, Business Valuation, Investment Banking, Product Management, Financial Reporting, Project Management, Venture Capital, Strategic Partnerships, Financial Accounting, Photoshop, Product Development, Corporate Finance, Business Strategy, CRM, Analytics, Entrepreneurship, Strategy, Marketing Strategy, New Business Development, Sales Management
Education
The University of Tennessee at Chattanooga 2009 — 2013
B.S., Finance: Investments
Memphis University School 2003 — 2009
Greg Seifert's StepStone Group Experience March 2014 - Present
Job Senior Associate at StepStone Group
Industry Financial Services
Experience
StepStone Group March 2014 - Present
StepStone Group February 2012 - March 2014
State Street Alternative Investment Solutions October 2007 - February 2012
Skills
Alternative Investments, Financial Modeling, Private Equity, Due Diligence, Fund Of Funds, Valuation, Investments, Financial Analysis, Investment Banking, Bloomberg, Asset Managment, Portfolio Management, Hedge Funds, Equities, Venture Capital, Capital IQ, Mezzanine, Fixed Income, Microsoft Excel, Derivatives
Education
Bentley University 2003 — 2007
BS, Corporate Finance & Accounting
StepStone Group March 2014 - Present
StepStone Group February 2012 - March 2014
State Street Alternative Investment Solutions October 2007 - February 2012
Skills
Alternative Investments, Financial Modeling, Private Equity, Due Diligence, Fund Of Funds, Valuation, Investments, Financial Analysis, Investment Banking, Bloomberg, Asset Managment, Portfolio Management, Hedge Funds, Equities, Venture Capital, Capital IQ, Mezzanine, Fixed Income, Microsoft Excel, Derivatives
Education
Bentley University 2003 — 2007
BS, Corporate Finance & Accounting
Leonard Jang's StepStone Group Experience September 2011 - November 2011
Job Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte September 2012 - Present
StepStone Group September 2011 - November 2011
Rady School of Management June 2011 - August 2011
Wells Fargo Advisors September 2010 - February 2011
Ruffalo Noel Levitz July 2010 - December 2010
Skills
Data Analysis, Reporting & Analysis, Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Windows, Finance, Microsoft Visio, Analysis, Accounting, Requirements Gathering, Data Migration, Financial Analysis, SDLC, Operations Management, Business Strategy
Education
University of California, San Diego 2008 — 2012
Bachelor’s Degree, Economics, Graduated Cum Laude with Distinction
El Camino Real High School 2005 — 2008
Deloitte September 2012 - Present
StepStone Group September 2011 - November 2011
Rady School of Management June 2011 - August 2011
Wells Fargo Advisors September 2010 - February 2011
Ruffalo Noel Levitz July 2010 - December 2010
Skills
Data Analysis, Reporting & Analysis, Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Windows, Finance, Microsoft Visio, Analysis, Accounting, Requirements Gathering, Data Migration, Financial Analysis, SDLC, Operations Management, Business Strategy
Education
University of California, San Diego 2008 — 2012
Bachelor’s Degree, Economics, Graduated Cum Laude with Distinction
El Camino Real High School 2005 — 2008
Thomas Kuo's StepStone Group Experience September 2015 - Present
Job Performance Analyst Intern at StepStone Group
Industry Biotechnology
Experience
University of California, San Diego September 2015 - Present
StepStone Group September 2015 - Present
Bayer HealthCare June 2015 - September 2015
Receptos, Inc. June 2014 - June 2015
Varghese Lab April 2013 - January 2014
Naval Postgraduate School June 2011 - August 2011
Skills
PCR, Transgenic Mice, Assay Development, Histology, Cryosectioning, Cell Culture, Tissue Culture, H&E staining, Matlab, Pharmacokinetics, Python, Chemistry
Education
University of California, San Diego 2012 — 2017
Bachelor of Science (B.S.), Bioinformatics
University of California, San Diego Extension 2015 — 2016
Certificate, Regulatory Affairs for the Biomedical Industry
Walnut High School 2008 — 2012
University of California, San Diego September 2015 - Present
StepStone Group September 2015 - Present
Bayer HealthCare June 2015 - September 2015
Receptos, Inc. June 2014 - June 2015
Varghese Lab April 2013 - January 2014
Naval Postgraduate School June 2011 - August 2011
Skills
PCR, Transgenic Mice, Assay Development, Histology, Cryosectioning, Cell Culture, Tissue Culture, H&E staining, Matlab, Pharmacokinetics, Python, Chemistry
Education
University of California, San Diego 2012 — 2017
Bachelor of Science (B.S.), Bioinformatics
University of California, San Diego Extension 2015 — 2016
Certificate, Regulatory Affairs for the Biomedical Industry
Walnut High School 2008 — 2012
Daniel Pak's StepStone Group Experience June 2011 - September 2011
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting, LLP August 2015 - Present
Deloitte Consulting, LLP September 2013 - August 2015
University of California, San Diego September 2011 - March 2013
The Walt Disney Company June 2012 - September 2012
JMI Equity September 2011 - May 2012
StepStone Group June 2011 - September 2011
UBS Financial Services March 2011 - June 2011
UCSD Student Foundation Investment Committee February 2011 - June 2011
Boy Scouts of America August 2007 - August 2008
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Private Equity, Management, Analysis, Research, Microsoft Office
Education
University of California, San Diego 2008 — 2013
B.S., Quantitative Economics; Business; Accounting
Deloitte Consulting, LLP August 2015 - Present
Deloitte Consulting, LLP September 2013 - August 2015
University of California, San Diego September 2011 - March 2013
The Walt Disney Company June 2012 - September 2012
JMI Equity September 2011 - May 2012
StepStone Group June 2011 - September 2011
UBS Financial Services March 2011 - June 2011
UCSD Student Foundation Investment Committee February 2011 - June 2011
Boy Scouts of America August 2007 - August 2008
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Private Equity, Management, Analysis, Research, Microsoft Office
Education
University of California, San Diego 2008 — 2013
B.S., Quantitative Economics; Business; Accounting
Will Peckham's StepStone Group Experience June 2012 - August 2012
Job Investment Banking Analyst at Stifel
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Beartooth Capital Partners June 2013 - August 2013
StepStone Group June 2012 - August 2012
Skills
Microsoft Excel, Stata
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics
St. Edward's School 2006 — 2010
Stifel Financial Corp. July 2014 - Present
Beartooth Capital Partners June 2013 - August 2013
StepStone Group June 2012 - August 2012
Skills
Microsoft Excel, Stata
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics
St. Edward's School 2006 — 2010
Jennifer Oden Jennifer Oden's StepStone Group Experience January 2014 - Present
Job Associate at StepStone Group
Industry Financial Services
Experience
StepStone Group January 2014 - Present
StepStone Group 2012 - January 2014
San Diego Reference Lab 2010 - 2012
Dynamo Gymnastics 2004 - 2007
Cornell University 2003 - 2003
Education
Point Loma Nazarene University 2008 — 2010
Bachelor's degree, Biochemistry and Molecular Biology
Cornell University 2002 — 2004
Biochemistry and Molecular Biology
StepStone Group January 2014 - Present
StepStone Group 2012 - January 2014
San Diego Reference Lab 2010 - 2012
Dynamo Gymnastics 2004 - 2007
Cornell University 2003 - 2003
Education
Point Loma Nazarene University 2008 — 2010
Bachelor's degree, Biochemistry and Molecular Biology
Cornell University 2002 — 2004
Biochemistry and Molecular Biology
Elviana Thio Elviana Thio's StepStone Group Experience August 2012 - May 2013
Job Consultant at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting September 2014 - Present
Cubic Corporation June 2013 - June 2014
StepStone Group August 2012 - May 2013
MassMutual Financial Group June 2012 - September 2012
Panda Restaurant Group September 2010 - March 2011
Skills
Data Analysis, Business Development, Strategy, Research, Management, Project Management, Public Speaking, Marketing, Microsoft Office, Risk Management, SQL, SAS Programming, R, Corporate Finance, Access, Market Research, Stata, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Weka, Leadership, Social Media
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Management Science, Business
University of California, San Diego - Extension 2012 — 2015
Professional Certificate, Data Mining
San Marino High School 2006 — 2010
FTI Consulting September 2014 - Present
Cubic Corporation June 2013 - June 2014
StepStone Group August 2012 - May 2013
MassMutual Financial Group June 2012 - September 2012
Panda Restaurant Group September 2010 - March 2011
Skills
Data Analysis, Business Development, Strategy, Research, Management, Project Management, Public Speaking, Marketing, Microsoft Office, Risk Management, SQL, SAS Programming, R, Corporate Finance, Access, Market Research, Stata, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Weka, Leadership, Social Media
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Management Science, Business
University of California, San Diego - Extension 2012 — 2015
Professional Certificate, Data Mining
San Marino High School 2006 — 2010
Dat Nguyen Dat Nguyen's StepStone Group Experience January 2013 - April 2013
Job Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Brigham Young University October 2011 - Present
Nomura June 2014 - August 2014
Sorenson Capital May 2013 - August 2013
StepStone Group January 2013 - April 2013
Beneficial Financial Group January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - December 2011
Skills
Microsoft Office, C++, Tutoring, Visual Basic, Accounting, Attention To Detail, Quick Study, PeopleSoft, Business Objects, Valuation, DCF Valuation, LBO, Investment Banking, Private Equity, VBA, Financial Modeling, Financial Analysis, Analysis, Due Diligence, Economics, Investments
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
Hanoi Amsterdam High School 2006 — 2009
Math, Physics, and Chemistry
Deloitte September 2015 - Present
Brigham Young University October 2011 - Present
Nomura June 2014 - August 2014
Sorenson Capital May 2013 - August 2013
StepStone Group January 2013 - April 2013
Beneficial Financial Group January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - December 2011
Skills
Microsoft Office, C++, Tutoring, Visual Basic, Accounting, Attention To Detail, Quick Study, PeopleSoft, Business Objects, Valuation, DCF Valuation, LBO, Investment Banking, Private Equity, VBA, Financial Modeling, Financial Analysis, Analysis, Due Diligence, Economics, Investments
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
Hanoi Amsterdam High School 2006 — 2009
Math, Physics, and Chemistry
Steven Ferry's StepStone Group Experience November 2011 - May 2012
Job Lead Analyst at Expand Research LLP, a Company of The Boston Consulting Group
Industry Management Consulting
Experience
Expand Research LLP April 2014 - Present
Trillium Trading, LLC August 2012 - March 2014
UniCredit June 2012 - August 2012
StepStone Group November 2011 - May 2012
Merrill Lynch February 2011 - August 2011
UBS September 2010 - December 2010
Education
Fordham University 2008 — 2012
Bachelor's degree, Finance, General
Expand Research LLP April 2014 - Present
Trillium Trading, LLC August 2012 - March 2014
UniCredit June 2012 - August 2012
StepStone Group November 2011 - May 2012
Merrill Lynch February 2011 - August 2011
UBS September 2010 - December 2010
Education
Fordham University 2008 — 2012
Bachelor's degree, Finance, General
Jeffrey Lord Jeffrey Lord's StepStone Group Experience April 2014 - August 2015
Job Law Student at Boston College Law School
Industry Law Practice
Experience
StepStone Group April 2014 - August 2015
White & Case June 2012 - April 2014
Dewey & LeBoeuf LLP July 2011 - May 2012
Westchester County Board of Legislators June 2009 - August 2010
Skills
Research, Legal Research, Corporate Law, SEC filings, Microsoft Office, Westlaw, Trials, Lexis, Courts, Litigation, NYS Notary Public, Corporate Governance, Bloomberg Terminal, Financial Markets, Securities Regulation, EDGAR filings, FINRA, Tax Accounting
Education
Boston College Law School 2015 — 2018
Doctor of Law (J.D.)
College of the Holy Cross 2007 — 2011
B.A., Political Science and History
StepStone Group April 2014 - August 2015
White & Case June 2012 - April 2014
Dewey & LeBoeuf LLP July 2011 - May 2012
Westchester County Board of Legislators June 2009 - August 2010
Skills
Research, Legal Research, Corporate Law, SEC filings, Microsoft Office, Westlaw, Trials, Lexis, Courts, Litigation, NYS Notary Public, Corporate Governance, Bloomberg Terminal, Financial Markets, Securities Regulation, EDGAR filings, FINRA, Tax Accounting
Education
Boston College Law School 2015 — 2018
Doctor of Law (J.D.)
College of the Holy Cross 2007 — 2011
B.A., Political Science and History
Adam O'Brien Adam O'Brien's StepStone Group Experience August 2012 - December 2012
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
BYU Investment Banking Club May 2014 - April 2015
Lazard May 2014 - July 2014
Arbor Advisors July 2013 - September 2013
Columbia West Capital January 2013 - April 2013
StepStone Group August 2012 - December 2012
Grandeur Peak Global Advisors June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints July 2011 - June 2012
Skills
Investment Banking, Financial Modeling, Bloomberg Terminal, Capital IQ, Brazilian Portuguese, Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Finance, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Valuation
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Finance
Lazard June 2015 - Present
BYU Investment Banking Club May 2014 - April 2015
Lazard May 2014 - July 2014
Arbor Advisors July 2013 - September 2013
Columbia West Capital January 2013 - April 2013
StepStone Group August 2012 - December 2012
Grandeur Peak Global Advisors June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints July 2011 - June 2012
Skills
Investment Banking, Financial Modeling, Bloomberg Terminal, Capital IQ, Brazilian Portuguese, Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Finance, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Valuation
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Finance
Brendan MacDonald's StepStone Group Experience June 2014 - Present
Job Partner, StepStone Group, Real Estate
Industry Real Estate
Experience
StepStone Group June 2014 - Present
Clairvue Capital Partners April 2010 - Present
Liquid Realty Partners January 2007 - October 2009
Babcock and Brown 2006 - 2007
GE Capital 2002 - 2004
GE Capital 2000 - 2002
Skills
Private Equity, Real Estate, Capital, Economics, Deal Structuring
Education
Harvard Business School 2004 — 2006
MBA
Indiana University Bloomington 1996 — 2000
BS, Economics; Business; French
StepStone Group June 2014 - Present
Clairvue Capital Partners April 2010 - Present
Liquid Realty Partners January 2007 - October 2009
Babcock and Brown 2006 - 2007
GE Capital 2002 - 2004
GE Capital 2000 - 2002
Skills
Private Equity, Real Estate, Capital, Economics, Deal Structuring
Education
Harvard Business School 2004 — 2006
MBA
Indiana University Bloomington 1996 — 2000
BS, Economics; Business; French
Emily Evanko's StepStone Group Experience June 2015 - Present
Job Research Summer Analyst at StepStone Group; World Ranked Competitive Snowboarder
Industry
Experience
StepStone Group June 2015 - Present
Bloomberg LP September 2014 - Present
Lafayette College Student Government December 2013 - Present
Lafayette College April 2013 - Present
Lazard January 2015 - January 2015
Plymouth Notch Private Ski Resort June 2014 - August 2014
Merrill Lynch March 2014 - March 2014
Morgan Stanley January 2014 - 2014
American Cancer Society June 2013 - October 2013
Goldman Sachs June 2013 - August 2013
Skills
Event Management, Public Speaking, Marketing, Social Media, Advertising, Fundraising, Event Planning, Sales, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Research
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Economics with a Finance Certificate and Philosophy Minor
Voorhees High School 2010 — 2012
Stratton Mountain School 2008 — 2009
StepStone Group June 2015 - Present
Bloomberg LP September 2014 - Present
Lafayette College Student Government December 2013 - Present
Lafayette College April 2013 - Present
Lazard January 2015 - January 2015
Plymouth Notch Private Ski Resort June 2014 - August 2014
Merrill Lynch March 2014 - March 2014
Morgan Stanley January 2014 - 2014
American Cancer Society June 2013 - October 2013
Goldman Sachs June 2013 - August 2013
Skills
Event Management, Public Speaking, Marketing, Social Media, Advertising, Fundraising, Event Planning, Sales, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Research
Education
Lafayette College 2012 — 2016
Bachelor of Arts (B.A.), Economics with a Finance Certificate and Philosophy Minor
Voorhees High School 2010 — 2012
Stratton Mountain School 2008 — 2009
Charlotte Li Charlotte Li's StepStone Group Experience May 2013 - August 2013
Job Actuarial Consulting Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte June 2014 - August 2014
StepStone Group May 2013 - August 2013
UBS September 2012 - December 2012
Goldsmith & Co March 2012 - August 2012
Columbia University, Office of the University Chaplain September 2011 - May 2012
Premium Lounge NYC January 2012 - March 2012
Skills
Research, Bloomberg Terminal, Event Planning, Matlab, Microsoft Excel, Java, Social Media, Economics, Market Research, QuickBooks, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2015
B.S. Operations Research: Engineering Management Systems, Minor in Economics
Deloitte August 2015 - Present
Deloitte June 2014 - August 2014
StepStone Group May 2013 - August 2013
UBS September 2012 - December 2012
Goldsmith & Co March 2012 - August 2012
Columbia University, Office of the University Chaplain September 2011 - May 2012
Premium Lounge NYC January 2012 - March 2012
Skills
Research, Bloomberg Terminal, Event Planning, Matlab, Microsoft Excel, Java, Social Media, Economics, Market Research, QuickBooks, Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2015
B.S. Operations Research: Engineering Management Systems, Minor in Economics
Charles E. Merritt's StepStone Group Experience April 2012 - Present
Job Executive Director and Professor of the Practice, Department of Economics at UNC Minor in Entrepreneurship
Industry Higher Education
Experience
UNC Chapel Hill Minor in Entrepreneurship June 2015 - Present
The Fahrenheit Group July 2014 - Present
StepStone Group April 2012 - Present
The University of North Carolina at Chapel Hill January 2013 - June 2015
Parish Capital Advisors, LLP June 2003 - April 2012
The Duke Endowment September 2000 - June 2003
UNC Chapel Hill Investment Office June 1998 - September 2000
Bank of America Capital Investors July 1995 - June 1998
Bowles Hollowell Conner & Co. July 1991 - June 1993
Skills
Private Equity, Alternative Investments, Investments, Investment Banking, Fund Of Funds, Buyouts, Venture Capital, Due Diligence, Mergers, Business Strategy, Portfolio Management, Start-ups, Financial Analysis, Entrepreneurship, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Asset Management, Philanthropy, Business Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA
UNC Chapel Hill 1987 — 1991
BA, Economics
UNC Chapel Hill Minor in Entrepreneurship June 2015 - Present
The Fahrenheit Group July 2014 - Present
StepStone Group April 2012 - Present
The University of North Carolina at Chapel Hill January 2013 - June 2015
Parish Capital Advisors, LLP June 2003 - April 2012
The Duke Endowment September 2000 - June 2003
UNC Chapel Hill Investment Office June 1998 - September 2000
Bank of America Capital Investors July 1995 - June 1998
Bowles Hollowell Conner & Co. July 1991 - June 1993
Skills
Private Equity, Alternative Investments, Investments, Investment Banking, Fund Of Funds, Buyouts, Venture Capital, Due Diligence, Mergers, Business Strategy, Portfolio Management, Start-ups, Financial Analysis, Entrepreneurship, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Asset Management, Philanthropy, Business Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA
UNC Chapel Hill 1987 — 1991
BA, Economics
Brad McCarter, CFA's StepStone Group Experience January 2010 - February 2012
Job Private equity investments
Industry Venture Capital & Private Equity
Experience
AlpInvest Partners / Carlyle Solutions Group March 2012 - Present
StepStone Group January 2010 - February 2012
StepStone Group January 2008 - December 2009
BHAUSmedia, Inc. January 2007 - December 2007
Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Portfolio Management, Economics, Due Diligence, Alternative Investments, Financial Analysis, Start-ups, Asset Management, Market Research
Education
University of San Diego 2004 — 2008
B.B.A., Business Economics, summa cum laude
University of Oxford
Economics, Finance
AlpInvest Partners / Carlyle Solutions Group March 2012 - Present
StepStone Group January 2010 - February 2012
StepStone Group January 2008 - December 2009
BHAUSmedia, Inc. January 2007 - December 2007
Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Portfolio Management, Economics, Due Diligence, Alternative Investments, Financial Analysis, Start-ups, Asset Management, Market Research
Education
University of San Diego 2004 — 2008
B.B.A., Business Economics, summa cum laude
University of Oxford
Economics, Finance
Kathleen Seibert Kathleen Seibert's StepStone Group Experience June 2014 - November 2014
Job Office Manager at Speakeasy Ales & Lagers
Industry Food & Beverages
Experience
Speakeasy Ales & Lagers November 2014 - Present
StepStone Group June 2014 - November 2014
Clairvue Capital Partners (acquired by StepStone Group June 2014) October 2012 - June 2014
Photon USA Corp (dissolved) July 2011 - October 2012
First National Bank of Northern California August 2006 - February 2011
First National Bank of Northern California May 2005 - August 2006
First National Bank of Northern California October 2003 - May 2005
Education
San Diego State University-California State University
College of San Mateo
City College of San Francisco
Speakeasy Ales & Lagers November 2014 - Present
StepStone Group June 2014 - November 2014
Clairvue Capital Partners (acquired by StepStone Group June 2014) October 2012 - June 2014
Photon USA Corp (dissolved) July 2011 - October 2012
First National Bank of Northern California August 2006 - February 2011
First National Bank of Northern California May 2005 - August 2006
First National Bank of Northern California October 2003 - May 2005
Education
San Diego State University-California State University
College of San Mateo
City College of San Francisco
Alexandra Bryan Alexandra Bryan's StepStone Group Experience July 2015 - Present
Job Accountant
Industry Accounting
Experience
StepStone Group July 2015 - Present
Reputation Impression November 2014 - July 2015
Reputation Impression June 2012 - November 2014
Boot Barn February 2011 - June 2012
Skills
QuickBooks, Salesforce.com, Authorize.net, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Reports, Outlook, Online Marketing, Retail, Sales
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Accounting
StepStone Group July 2015 - Present
Reputation Impression November 2014 - July 2015
Reputation Impression June 2012 - November 2014
Boot Barn February 2011 - June 2012
Skills
QuickBooks, Salesforce.com, Authorize.net, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Reports, Outlook, Online Marketing, Retail, Sales
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Accounting
Ruth Wynants Ruth Wynants's StepStone Group Experience January 2015 - Present
Job Administrative Assistant at StepStone Group
Industry Financial Services
Experience
StepStone Group January 2015 - Present
Fairway Technologies October 2010 - August 2014
Army National Guard June 1998 - June 2011
Knight & Carver Wind Group March 2008 - January 2010
CSA Travel Protection 2006 - 2008
Outreach 2004 - 2006
Taconic International Ltd June 1998 - December 2003
Skills
Customer Service, Sales, Microsoft Excel, Marketing, Project Coordination, CRM, Office Management, Executive..., Data Entry, Human Resources, Financial Reporting, Social Networking, Team Leadership, Oral & Written..., Account Management, Salesforce.com, Sales Operations, Recruiting, Leadership, Salesforce.com..., Access, Trade Show..., Process Improvement, Management, SAP Implementation, Team Building, CRM Databases, Expense Reports
Education
National University 2014 — 2015
Bachelor of Science (BS), Sociology
San Diego City College 2008 — 2012
State University of New York at New Paltz 1997 — 1998
StepStone Group January 2015 - Present
Fairway Technologies October 2010 - August 2014
Army National Guard June 1998 - June 2011
Knight & Carver Wind Group March 2008 - January 2010
CSA Travel Protection 2006 - 2008
Outreach 2004 - 2006
Taconic International Ltd June 1998 - December 2003
Skills
Customer Service, Sales, Microsoft Excel, Marketing, Project Coordination, CRM, Office Management, Executive..., Data Entry, Human Resources, Financial Reporting, Social Networking, Team Leadership, Oral & Written..., Account Management, Salesforce.com, Sales Operations, Recruiting, Leadership, Salesforce.com..., Access, Trade Show..., Process Improvement, Management, SAP Implementation, Team Building, CRM Databases, Expense Reports
Education
National University 2014 — 2015
Bachelor of Science (BS), Sociology
San Diego City College 2008 — 2012
State University of New York at New Paltz 1997 — 1998
Devin Minkoff, CPA Devin Minkoff, CPA's StepStone Group Experience June 2015 - Present
Job Senior Associate of Finance and Accounting
Industry Financial Services
Experience
StepStone Group June 2015 - Present
Trex Enterprises September 2014 - June 2015
CBIZ MHM, LLC September 2006 - August 2014
Skills
Accounting, Financial Statements, CPA, Financial Reporting, Assurance, Internal Controls, Financial Analysis, Auditing, GAAP, Financial Audits, QuickBooks, External Audit, Bookkeeping, Variance Analysis, Revenue Recognition, SEC Filings, Cost Accounting
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of San Diego 2002 — 2006
BA, Accounting
StepStone Group June 2015 - Present
Trex Enterprises September 2014 - June 2015
CBIZ MHM, LLC September 2006 - August 2014
Skills
Accounting, Financial Statements, CPA, Financial Reporting, Assurance, Internal Controls, Financial Analysis, Auditing, GAAP, Financial Audits, QuickBooks, External Audit, Bookkeeping, Variance Analysis, Revenue Recognition, SEC Filings, Cost Accounting
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of San Diego 2002 — 2006
BA, Accounting
Sun Choi's StepStone Group Experience August 2011 - December 2011
Job Senior Associate Payments Strategy
Industry Investment Banking
Experience
SVB Financial Group July 2015 - Present
SVB Financial Group January 2014 - Present
Wells Fargo Securities January 2012 - December 2013
StepStone Group August 2011 - December 2011
Quantum Reservoir Impact (QRI) June 2011 - August 2011
Chrysler April 2011 - June 2011
Cogent Partners January 2011 - April 2011
Beneficial Financial Group August 2010 - December 2010
Pinnacle Security April 2008 - August 2010
Canada Toronto East Mission December 2005 - December 2007
Skills
Valuation, Private Equity, Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Fixed Income, Capital Markets, Bloomberg
Education
Brigham Young University
B.S, Marriott School of Management, Finance; Korean
Punahou School 2001 — 2005
SVB Financial Group July 2015 - Present
SVB Financial Group January 2014 - Present
Wells Fargo Securities January 2012 - December 2013
StepStone Group August 2011 - December 2011
Quantum Reservoir Impact (QRI) June 2011 - August 2011
Chrysler April 2011 - June 2011
Cogent Partners January 2011 - April 2011
Beneficial Financial Group August 2010 - December 2010
Pinnacle Security April 2008 - August 2010
Canada Toronto East Mission December 2005 - December 2007
Skills
Valuation, Private Equity, Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Fixed Income, Capital Markets, Bloomberg
Education
Brigham Young University
B.S, Marriott School of Management, Finance; Korean
Punahou School 2001 — 2005
Mitchell Abeln, CFA, MBA Mitchell Abeln, CFA, MBA's StepStone Group Experience November 2008 - December 2010
Job Finance Director at DMC EDA
Industry Civic & Social Organization
Experience
DMC EDA July 2015 - Present
WG Consulting, LLC May 2014 - Present
SpartanNash May 2012 - April 2014
StepStone Group November 2008 - December 2010
Sagient Research July 2006 - November 2008
Skills
Bloomberg, Capital IQ, Valuation, Mutual Funds, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Private Equity, Hedge Funds, Due Diligence, Investments, Equities, Portfolio Management, Mergers, Analysis, Budgets, Finance, Venture Capital, Forecasting, Start-ups, Mergers & Acquisitions
Education
IESE Business School - University of Navarra 2011 — 2011
Master of Business Administration (MBA), Strategy
RSM Erasmus University 2011 — 2012
MBA, Deans Honor List
University of California, Davis 2002 — 2006
BS, Managerial Economics
DMC EDA July 2015 - Present
WG Consulting, LLC May 2014 - Present
SpartanNash May 2012 - April 2014
StepStone Group November 2008 - December 2010
Sagient Research July 2006 - November 2008
Skills
Bloomberg, Capital IQ, Valuation, Mutual Funds, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Private Equity, Hedge Funds, Due Diligence, Investments, Equities, Portfolio Management, Mergers, Analysis, Budgets, Finance, Venture Capital, Forecasting, Start-ups, Mergers & Acquisitions
Education
IESE Business School - University of Navarra 2011 — 2011
Master of Business Administration (MBA), Strategy
RSM Erasmus University 2011 — 2012
MBA, Deans Honor List
University of California, Davis 2002 — 2006
BS, Managerial Economics
Elliott Ozer Elliott Ozer's StepStone Group Experience September 2014 - December 2014
Job Proposal Analyst at Northrop Grumman
Industry Logistics and Supply Chain
Experience
Northrop Grumman Corporation June 2015 - Present
StepStone Group September 2014 - December 2014
Northrop Grumman Corporation May 2014 - September 2014
Ameriprise Financial Services, Inc. May 2013 - September 2013
Stone and Grzegorek LLP Law Firm May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Finance, Personal Financial..., Real Estate, Financial Analysis, Marketing, Accounting, Financial Modeling, Microsoft Office, Teamwork, Market Research, Social Media
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Supply Chain Management, Senior
Mira Costa High School 2007 — 2011
Northrop Grumman Corporation June 2015 - Present
StepStone Group September 2014 - December 2014
Northrop Grumman Corporation May 2014 - September 2014
Ameriprise Financial Services, Inc. May 2013 - September 2013
Stone and Grzegorek LLP Law Firm May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Finance, Personal Financial..., Real Estate, Financial Analysis, Marketing, Accounting, Financial Modeling, Microsoft Office, Teamwork, Market Research, Social Media
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Supply Chain Management, Senior
Mira Costa High School 2007 — 2011
Matthew Azebu Matthew Azebu's StepStone Group Experience September 2013 - August 2014
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
StepStone Group September 2013 - August 2014
Intuitive Surgical June 2013 - August 2013
MedDx Capital Advisors February 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Teamwork, Financial Analysis, Social Media, Accounting, Finance, Windows, Financial Modeling
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (B.A.), Economics Accounting
The Harker School
Deloitte September 2014 - Present
StepStone Group September 2013 - August 2014
Intuitive Surgical June 2013 - August 2013
MedDx Capital Advisors February 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Customer Service, Teamwork, Financial Analysis, Social Media, Accounting, Finance, Windows, Financial Modeling
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (B.A.), Economics Accounting
The Harker School
Carly Armour's StepStone Group Experience August 2012 - Present
Job Fund Accountant at StepStone Group
Industry Investment Management
Experience
StepStone Group August 2012 - Present
StepStone Group September 2011 - July 2012
Education
Point Loma Nazarene University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
StepStone Group August 2012 - Present
StepStone Group September 2011 - July 2012
Education
Point Loma Nazarene University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Kyle Keelan Kyle Keelan's StepStone Group Experience August 2011 - December 2011
Job Analyst at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland January 2014 - Present
IBM June 2012 - January 2014
IBM January 2012 - June 2012
StepStone Group August 2011 - December 2011
UBS Financial Services Inc July 2011 - August 2011
KPMG May 2011 - June 2011
Franklin Hamilton November 2010 - February 2011
Michael P Panzarino, CPA May 2010 - November 2010
Skills
Microsoft Excel, Hyperion Performance..., Cognos, Finance, Investments, Portfolio Management, Analysis, Bloomberg, Economics, Data Analysis, Financial Analysis, Budgets, Wealth Management, Valuation, Equities, Forecasting, Accounting, Venture Capital, Financial Reporting, Competitive Analysis, Asset Management, Financial Modeling, Process Improvement, Mergers & Acquisitions, Lotus Notes, Private Equity, Business Analysis, Access, Negotiation, Capital Markets, Auditing, Risk Management, Trading, Corporate Finance, Leadership, Bloomberg Terminal, Equity Valuation, Securities, Strategic Financial..., Variance Analysis, Essbase, Hyperion Enterprise
Education
Iona College 2008 — 2012
Bachelor of Business Administration, Finance
University of Notre Dame, Perth, Australia 2011 — 2011
Finance
Royal Bank of Scotland January 2014 - Present
IBM June 2012 - January 2014
IBM January 2012 - June 2012
StepStone Group August 2011 - December 2011
UBS Financial Services Inc July 2011 - August 2011
KPMG May 2011 - June 2011
Franklin Hamilton November 2010 - February 2011
Michael P Panzarino, CPA May 2010 - November 2010
Skills
Microsoft Excel, Hyperion Performance..., Cognos, Finance, Investments, Portfolio Management, Analysis, Bloomberg, Economics, Data Analysis, Financial Analysis, Budgets, Wealth Management, Valuation, Equities, Forecasting, Accounting, Venture Capital, Financial Reporting, Competitive Analysis, Asset Management, Financial Modeling, Process Improvement, Mergers & Acquisitions, Lotus Notes, Private Equity, Business Analysis, Access, Negotiation, Capital Markets, Auditing, Risk Management, Trading, Corporate Finance, Leadership, Bloomberg Terminal, Equity Valuation, Securities, Strategic Financial..., Variance Analysis, Essbase, Hyperion Enterprise
Education
Iona College 2008 — 2012
Bachelor of Business Administration, Finance
University of Notre Dame, Perth, Australia 2011 — 2011
Finance
John Patrick Concillo's StepStone Group Experience July 2010 - September 2010
Job Advisory Services at EY
Industry Accounting
Experience
EY July 2013 - Present
Life Technologies June 2012 - June 2013
Rady School of Management March 2012 - December 2012
Mitchell International February 2012 - May 2012
StepStone Group July 2010 - September 2010
Education
University of California, San Diego 2008 — 2012
Economics B.A., Accounting and Business
EY July 2013 - Present
Life Technologies June 2012 - June 2013
Rady School of Management March 2012 - December 2012
Mitchell International February 2012 - May 2012
StepStone Group July 2010 - September 2010
Education
University of California, San Diego 2008 — 2012
Economics B.A., Accounting and Business
Alek Tan Alek Tan's StepStone Group Experience April 2011 - September 2011
Job Senior Financial Analyst at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. March 2014 - Present
Forever 21 July 2012 - March 2014
Rady Asset Management September 2011 - March 2012
StepStone Group April 2011 - September 2011
Merrill Lynch January 2011 - April 2011
Financial Professionals Network at UC San Diego May 2010 - April 2011
Skills
Mandarin, Client-focused, Journal Entries, MS Excel Pivot Tables, Lawson General Ledger, Data Analysis, Investments, Financial Modeling, Valuation, Access, Financial Analysis, Economics, Hedge Funds, Private Equity, Venture Capital, Strategic Financial..., Sales, Risk Management, Finance, Microsoft Excel
Education
University of California, San Diego
B.A., Economics and focus in Business
UCLA Extension 2013 — 2018
Accounting Certificate
NBCUniversal, Inc. March 2014 - Present
Forever 21 July 2012 - March 2014
Rady Asset Management September 2011 - March 2012
StepStone Group April 2011 - September 2011
Merrill Lynch January 2011 - April 2011
Financial Professionals Network at UC San Diego May 2010 - April 2011
Skills
Mandarin, Client-focused, Journal Entries, MS Excel Pivot Tables, Lawson General Ledger, Data Analysis, Investments, Financial Modeling, Valuation, Access, Financial Analysis, Economics, Hedge Funds, Private Equity, Venture Capital, Strategic Financial..., Sales, Risk Management, Finance, Microsoft Excel
Education
University of California, San Diego
B.A., Economics and focus in Business
UCLA Extension 2013 — 2018
Accounting Certificate
Brian Borton, CFA Brian Borton, CFA's StepStone Group Experience 2012 - Present
Job Senior Associate at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group 2012 - Present
Razorpedia March 2013 - August 2015
Focus Strategies 2012 - 2012
Brandes Investment Partners 2008 - 2012
Skills
Strategy, Equity Valuation, Entrepreneurship, Venture Capital, Private Equity, Research, Competitive Analysis, Due Diligence, Business Development, Pattern Recognition
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance- Financial Markets and Banking
Klein High School 2000 — 2004
High School Diploma
StepStone Group 2012 - Present
Razorpedia March 2013 - August 2015
Focus Strategies 2012 - 2012
Brandes Investment Partners 2008 - 2012
Skills
Strategy, Equity Valuation, Entrepreneurship, Venture Capital, Private Equity, Research, Competitive Analysis, Due Diligence, Business Development, Pattern Recognition
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance- Financial Markets and Banking
Klein High School 2000 — 2004
High School Diploma
Yijiang Zhu Yijiang Zhu's StepStone Group Experience January 2015 - March 2015
Job Graduate Student at Columbia University
Industry Financial Services
Experience
Guosen Securities April 2015 - July 2015
StepStone Group January 2015 - March 2015
CICC June 2014 - August 2014
Deloitte January 2014 - February 2014
Bank of China July 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Private Equity, Financial Modeling, Investments, Portfolio Management, Due Diligence, C++ Programming, Matlab, Bloomberg, Python
Education
Columbia University in the City of New York 2015 — 2016
Master's degree, Operations Research
Tsinghua University 2011 — 2015
Bachelor of Arts (B.A.), Finance, top 5%
University of Wisconsin-Madison 2013 — 2013
Exchange Student, Finance, General, A
Guosen Securities April 2015 - July 2015
StepStone Group January 2015 - March 2015
CICC June 2014 - August 2014
Deloitte January 2014 - February 2014
Bank of China July 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Private Equity, Financial Modeling, Investments, Portfolio Management, Due Diligence, C++ Programming, Matlab, Bloomberg, Python
Education
Columbia University in the City of New York 2015 — 2016
Master's degree, Operations Research
Tsinghua University 2011 — 2015
Bachelor of Arts (B.A.), Finance, top 5%
University of Wisconsin-Madison 2013 — 2013
Exchange Student, Finance, General, A
Eric Sullivan Eric Sullivan's StepStone Group Experience June 2014 - August 2014
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
StepStone Group June 2014 - August 2014
MSCI Inc. January 2011 - December 2013
RiskMetrics Group November 2009 - January 2011
New Life Ranch January 2008 - October 2009
Helmerich & Payne May 2007 - September 2007
Skills
Financial Analysis, Access, Leadership, Non-profits, Sales, Microsoft Excel, Data Analysis, Strategic Planning, Business Strategy, Analysis, Due Diligence, Public Speaking, Business Analysis
Education
University of Oklahoma 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Energy, 3.9
New York University - Leonard N. Stern School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Finance
Columbia University - Columbia Business School 2014 — 2014
Value Investing Seminar w/ Bruce Greenwald
University of Arkansas 2003 — 2007
Bachelor of Business Administration (BBA), Financial Management & Investments
J.P. Morgan January 2015 - Present
StepStone Group June 2014 - August 2014
MSCI Inc. January 2011 - December 2013
RiskMetrics Group November 2009 - January 2011
New Life Ranch January 2008 - October 2009
Helmerich & Payne May 2007 - September 2007
Skills
Financial Analysis, Access, Leadership, Non-profits, Sales, Microsoft Excel, Data Analysis, Strategic Planning, Business Strategy, Analysis, Due Diligence, Public Speaking, Business Analysis
Education
University of Oklahoma 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Energy, 3.9
New York University - Leonard N. Stern School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Finance
Columbia University - Columbia Business School 2014 — 2014
Value Investing Seminar w/ Bruce Greenwald
University of Arkansas 2003 — 2007
Bachelor of Business Administration (BBA), Financial Management & Investments
Nicholas Bunick's StepStone Group Experience January 2015 - May 2015
Job Private Equity Summer Analyst at JMI Equity
Industry Financial Services
Experience
JMI Equity May 2015 - Present
StepStone Group January 2015 - May 2015
OnMyBlock November 2013 - December 2014
RE/MAX July 2014 - September 2014
Nordstrom May 2014 - July 2014
Sports Management Worldwide June 2013 - August 2013
Skills
Leadership, Microsoft Office, Public Speaking, Microsoft Excel, Real Estate, Networking, Entrepreneurship, Sales, Time Management, Finance, Financial Accounting, Teamwork, Work Ethic, Social Media, Sports, Customer Service, Marketing, PowerPoint, Business, Fundraising, Microsoft Word, Financial Modeling
Education
University of San Diego 2013 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance
Lake Oswego High School 2009 — 2013
JMI Equity May 2015 - Present
StepStone Group January 2015 - May 2015
OnMyBlock November 2013 - December 2014
RE/MAX July 2014 - September 2014
Nordstrom May 2014 - July 2014
Sports Management Worldwide June 2013 - August 2013
Skills
Leadership, Microsoft Office, Public Speaking, Microsoft Excel, Real Estate, Networking, Entrepreneurship, Sales, Time Management, Finance, Financial Accounting, Teamwork, Work Ethic, Social Media, Sports, Customer Service, Marketing, PowerPoint, Business, Fundraising, Microsoft Word, Financial Modeling
Education
University of San Diego 2013 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance
Lake Oswego High School 2009 — 2013
Winston Wilkinson Winston Wilkinson's StepStone Group Experience June 2013 - September 2013
Job Investment Banking Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
Citi June 2014 - August 2014
StepStone Group June 2013 - September 2013
IndustryPro May 2013 - August 2013
Veritas Funding June 2012 - September 2012
Peak Minerals June 2011 - September 2011
Advanced BioMatrix November 2010 - December 2010
Skills
Leadership, Financial Analysis, Management, Microsoft Excel, Financial Accounting, Market Research, Public Speaking, Microsoft Office, Accounting, PowerPoint, Private Equity, Competitive Analysis, Data Analysis, Finance, Access, Analysis, Financial Modeling, Microsoft Word, Customer Service, Mergers & Acquisitions
Education
Brigham Young University 2013 — 2015
Master's degree, Accounting, 3.9
Brigham Young University 2007 — 2013
Bachelor of Science (BS), Accounting
Rancho Bernardo High School
J.P. Morgan February 2015 - Present
Citi June 2014 - August 2014
StepStone Group June 2013 - September 2013
IndustryPro May 2013 - August 2013
Veritas Funding June 2012 - September 2012
Peak Minerals June 2011 - September 2011
Advanced BioMatrix November 2010 - December 2010
Skills
Leadership, Financial Analysis, Management, Microsoft Excel, Financial Accounting, Market Research, Public Speaking, Microsoft Office, Accounting, PowerPoint, Private Equity, Competitive Analysis, Data Analysis, Finance, Access, Analysis, Financial Modeling, Microsoft Word, Customer Service, Mergers & Acquisitions
Education
Brigham Young University 2013 — 2015
Master's degree, Accounting, 3.9
Brigham Young University 2007 — 2013
Bachelor of Science (BS), Accounting
Rancho Bernardo High School
Cassie Huang's StepStone Group Experience February 2014 - June 2014
Job Media Analyst at iCrossing
Industry Marketing and Advertising
Experience
iCrossing July 2015 - Present
Live + Breathe, A Yoga Cause April 2014 - Present
BusinessOnline November 2014 - July 2015
Piston Agency September 2014 - November 2014
Propane Studio June 2014 - August 2014
StepStone Group February 2014 - June 2014
American Advertising Federation: UCSD (Adwave) May 2013 - June 2014
TEDxUCSD June 2013 - May 2014
OneHealth Solutions, Inc May 2013 - February 2014
American Advertising Federation: UCSD (Adwave) December 2012 - June 2013
Skills
Project Management, Marketing Analytics, Marketing Strategy, Social Media Marketing, Market Research, Team Management, Public Speaking, Microsoft Excel, HTML + CSS, SEO, Event Planning, Creative Strategy, Microsoft Office, Online Marketing, Advertising, Public Relations, Digital Strategy, Brand Development, Leadership, Account Management
Education
University of California, San Diego - The Rady School of Management
Double Minors, Accounting and Business/Management, GPA: 3.7
University of California, San Diego
Bachelor's Degree, Management Science
University of California, San Diego Extension 2012 — 2014
LAUNCH Program
iCrossing July 2015 - Present
Live + Breathe, A Yoga Cause April 2014 - Present
BusinessOnline November 2014 - July 2015
Piston Agency September 2014 - November 2014
Propane Studio June 2014 - August 2014
StepStone Group February 2014 - June 2014
American Advertising Federation: UCSD (Adwave) May 2013 - June 2014
TEDxUCSD June 2013 - May 2014
OneHealth Solutions, Inc May 2013 - February 2014
American Advertising Federation: UCSD (Adwave) December 2012 - June 2013
Skills
Project Management, Marketing Analytics, Marketing Strategy, Social Media Marketing, Market Research, Team Management, Public Speaking, Microsoft Excel, HTML + CSS, SEO, Event Planning, Creative Strategy, Microsoft Office, Online Marketing, Advertising, Public Relations, Digital Strategy, Brand Development, Leadership, Account Management
Education
University of California, San Diego - The Rady School of Management
Double Minors, Accounting and Business/Management, GPA: 3.7
University of California, San Diego
Bachelor's Degree, Management Science
University of California, San Diego Extension 2012 — 2014
LAUNCH Program
Scott Gisel's StepStone Group Experience May 2015 - Present
Job Summer Analyst at StepStone Group
Industry Financial Services
Experience
StepStone Group May 2015 - Present
UC Berkeley February 2015 - Present
Kappa Alpha Order November 2014 - Present
LinkedIn 2015 - 2015
Gold Arrow Camp June 2014 - August 2014
Bell Rock Growers May 2013 - August 2013
Road Runner Sports June 2011 - August 2011
Skills
Sales Operations, Critical Thinking, Communication, Teamwork, Customer Service, Public Speaking, Problem Solving, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Leadership
Education
University of California, Berkeley 2012 — 2016
Bachelor of Science (B.S.), Enviornmental Economics
Rancho Buena Vista High School 2008 — 2012
StepStone Group May 2015 - Present
UC Berkeley February 2015 - Present
Kappa Alpha Order November 2014 - Present
LinkedIn 2015 - 2015
Gold Arrow Camp June 2014 - August 2014
Bell Rock Growers May 2013 - August 2013
Road Runner Sports June 2011 - August 2011
Skills
Sales Operations, Critical Thinking, Communication, Teamwork, Customer Service, Public Speaking, Problem Solving, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Leadership
Education
University of California, Berkeley 2012 — 2016
Bachelor of Science (B.S.), Enviornmental Economics
Rancho Buena Vista High School 2008 — 2012
Sam Scherf, CFA Sam Scherf, CFA's StepStone Group Experience February 2015 - Present
Job Vice President at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group February 2015 - Present
Atlas Diligence, LLC December 2013 - January 2015
StepStone Group October 2009 - November 2013
Wachovia Securities May 2008 - December 2008
Five Point Capital June 2007 - May 2008
Mackinac Center for Public Policy November 2000 - August 2004
Education
Central Michigan University 2003 — 2007
BS in BA, Finance & Economics Majors, Accounting Minor
StepStone Group February 2015 - Present
Atlas Diligence, LLC December 2013 - January 2015
StepStone Group October 2009 - November 2013
Wachovia Securities May 2008 - December 2008
Five Point Capital June 2007 - May 2008
Mackinac Center for Public Policy November 2000 - August 2004
Education
Central Michigan University 2003 — 2007
BS in BA, Finance & Economics Majors, Accounting Minor
Ao Li Ao Li's StepStone Group Experience June 2015 - Present
Job Attended University of California, San Diego
Industry
Experience
StepStone Group June 2015 - Present
Bank of China June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Matlab, Social Media, Event Management, Training
Education
University of California, San Diego 2012 — 2014
Bachelor's Degree, Applied Economics
San Diego State University-California State University
Master's Degree, Mathematics and Statistics
StepStone Group June 2015 - Present
Bank of China June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Matlab, Social Media, Event Management, Training
Education
University of California, San Diego 2012 — 2014
Bachelor's Degree, Applied Economics
San Diego State University-California State University
Master's Degree, Mathematics and Statistics
Melissa T. R. Grant Melissa T. R. Grant's StepStone Group Experience January 2014 - August 2015
Job Associate, Investor Relations at Lexington Partners
Industry Financial Services
Experience
Lexington Partners August 2015 - Present
StepStone Group January 2014 - August 2015
StepStone Group August 2011 - January 2014
Education
Brandeis International Business School 2009 — 2011
Master of Arts, International Economics and Finance
University of International Business and Economics 2010 — 2010
Finance
Brandeis University 2007 — 2010
Bachelors of Arts, Economics
London School of Economics and Political Science 2008 — 2009
Lexington Partners August 2015 - Present
StepStone Group January 2014 - August 2015
StepStone Group August 2011 - January 2014
Education
Brandeis International Business School 2009 — 2011
Master of Arts, International Economics and Finance
University of International Business and Economics 2010 — 2010
Finance
Brandeis University 2007 — 2010
Bachelors of Arts, Economics
London School of Economics and Political Science 2008 — 2009
Michael Ferney's StepStone Group Experience January 2013 - April 2013
Job CORE Finance Associate at Comcast
Industry Media Production
Experience
Comcast July 2014 - Present
Comcast June 2013 - July 2014
StepStone Group January 2013 - April 2013
Comcast May 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints - Human Resources September 2009 - August 2011
Education
Brigham Young University 2008 — 2013
Bachelor of Science (BS), Finance, 3.8
Comcast July 2014 - Present
Comcast June 2013 - July 2014
StepStone Group January 2013 - April 2013
Comcast May 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints - Human Resources September 2009 - August 2011
Education
Brigham Young University 2008 — 2013
Bachelor of Science (BS), Finance, 3.8
Lou Jug Lou Jug's StepStone Group Experience May 2013 - July 2013
Job Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture March 2014 - Present
StepStone Group May 2013 - July 2013
University of Southern California September 2011 - May 2013
Education
University of Southern California 2011 — 2013
Bachelor of Science (BS), Biomedical/Medical Engineering, Summa Cum Laude
Westmont College 2008 — 2011
Bachelor of Arts (BA), Engineering Physics, Summa Cum Laude
Accenture March 2014 - Present
StepStone Group May 2013 - July 2013
University of Southern California September 2011 - May 2013
Education
University of Southern California 2011 — 2013
Bachelor of Science (BS), Biomedical/Medical Engineering, Summa Cum Laude
Westmont College 2008 — 2011
Bachelor of Arts (BA), Engineering Physics, Summa Cum Laude
Drew Shumake Drew Shumake's StepStone Group Experience January 2013 - April 2013
Job Alliance Manager at Agile Sourcing Partners
Industry Utilities
Experience
Agile Sourcing Partners January 2015 - Present
Agile Sourcing Partners October 2013 - January 2015
Agile Sourcing Partners May 2013 - August 2013
StepStone Group January 2013 - April 2013
Pratt & Whitney May 2012 - November 2012
Skills
Sales, Vendor Relationships, Project Management, Data Analysis, Forecasting, Contract Negotiation, Microsoft Excel, PowerPoint, Procurement, Finance, Long-term Customer..., Salesforce.com, JD Edwards, SX.enterprise, SAP, ProPricer, Eviews
Education
University of San Diego
Bachelor of Arts (B.A.), Economics
Agile Sourcing Partners January 2015 - Present
Agile Sourcing Partners October 2013 - January 2015
Agile Sourcing Partners May 2013 - August 2013
StepStone Group January 2013 - April 2013
Pratt & Whitney May 2012 - November 2012
Skills
Sales, Vendor Relationships, Project Management, Data Analysis, Forecasting, Contract Negotiation, Microsoft Excel, PowerPoint, Procurement, Finance, Long-term Customer..., Salesforce.com, JD Edwards, SX.enterprise, SAP, ProPricer, Eviews
Education
University of San Diego
Bachelor of Arts (B.A.), Economics
Nathan Pease Nathan Pease's StepStone Group Experience January 2012 - April 2012
Job Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Softwell September 2013 - February 2014
StepStone Group January 2012 - April 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Financial Analysis, Private Equity, Microsoft Excel, Accounting, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Public Speaking, Research, Leadership, Customer Service, Outlook, Financial Modeling, Data Analysis, Access, Social Networking, Social Media, Corporate Finance
Education
Brigham Young University 2009 — 2013
BS, Finance
Morgan Stanley Wealth Management April 2014 - Present
Softwell September 2013 - February 2014
StepStone Group January 2012 - April 2012
Beneficial Financial Group January 2012 - April 2012
Skills
Financial Analysis, Private Equity, Microsoft Excel, Accounting, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Public Speaking, Research, Leadership, Customer Service, Outlook, Financial Modeling, Data Analysis, Access, Social Networking, Social Media, Corporate Finance
Education
Brigham Young University 2009 — 2013
BS, Finance
Cenit Gonzalez's StepStone Group Experience May 2013 - August 2014
Job Clinical Training Coordinator at Tandem Diabetes Care
Industry Hospital & Health Care
Experience
Tandem Diabetes Care August 2014 - Present
Mr. Ticket - Law Offices of Mitch Medhy & Abel Galvan February 2008 - Present
StepStone Group May 2013 - August 2014
San Diego Law Firm August 2011 - April 2013
Skills
Bilingual-English/Spanis..., Administrative..., Organized Multi-tasker, Highly Organized &..., Microsoft Technologies, Mac OS, Social Media, Tech-savvy, Verbal & Written..., Goal-driven leader, Legal Assistance, Legal Research, Westlaw, Lexis, Legal Writing, Administrative Work, Transactional Law, Wills, Estate Planning, Family Law, Legal Documents, Document Drafting, Spanish, Customer Service, Guardianship
Education
UCSD 2006 — 2010
Bachelor of Arts (B.A.), International Studies
Imperial Valley College 2004 — 2006
Transfer Studies
Tandem Diabetes Care August 2014 - Present
Mr. Ticket - Law Offices of Mitch Medhy & Abel Galvan February 2008 - Present
StepStone Group May 2013 - August 2014
San Diego Law Firm August 2011 - April 2013
Skills
Bilingual-English/Spanis..., Administrative..., Organized Multi-tasker, Highly Organized &..., Microsoft Technologies, Mac OS, Social Media, Tech-savvy, Verbal & Written..., Goal-driven leader, Legal Assistance, Legal Research, Westlaw, Lexis, Legal Writing, Administrative Work, Transactional Law, Wills, Estate Planning, Family Law, Legal Documents, Document Drafting, Spanish, Customer Service, Guardianship
Education
UCSD 2006 — 2010
Bachelor of Arts (B.A.), International Studies
Imperial Valley College 2004 — 2006
Transfer Studies
Dustin Drees's StepStone Group Experience January 2012 - April 2012
Job Business Development / Strategy at smartShift Technologies
Industry Investment Banking
Experience
smartShift Technologies August 2014 - Present
Lazard June 2013 - August 2014
Lazard May 2012 - July 2012
StepStone Group January 2012 - April 2012
Accretive Capital Management April 2011 - June 2011
The Church of Jesus Christ of Latter-day Saints October 2008 - October 2010
Skills
Due Diligence, Financial Modeling, Investments, Leadership, Market Research, Mergers, Strategy, Investment Banking, Bloomberg, Corporate Finance, Valuation, Portfolio Management, Capital IQ, Analysis, Mergers & Acquisitions
Education
Brigham Young University 2007 — 2013
B.S., Management, Finance
smartShift Technologies August 2014 - Present
Lazard June 2013 - August 2014
Lazard May 2012 - July 2012
StepStone Group January 2012 - April 2012
Accretive Capital Management April 2011 - June 2011
The Church of Jesus Christ of Latter-day Saints October 2008 - October 2010
Skills
Due Diligence, Financial Modeling, Investments, Leadership, Market Research, Mergers, Strategy, Investment Banking, Bloomberg, Corporate Finance, Valuation, Portfolio Management, Capital IQ, Analysis, Mergers & Acquisitions
Education
Brigham Young University 2007 — 2013
B.S., Management, Finance
Matthew Redeker's StepStone Group Experience October 2014 - Present
Job M&R Analyst at StepStone Group
Industry Financial Services
Experience
StepStone Group October 2014 - Present
ViaSat Inc. June 2014 - October 2014
Monahan Pacific May 2013 - August 2013
San Diego Employers Association December 2012 - May 2013
Defense Criminal Investigative Service January 2012 - December 2012
Education
University of San Diego 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.5
StepStone Group October 2014 - Present
ViaSat Inc. June 2014 - October 2014
Monahan Pacific May 2013 - August 2013
San Diego Employers Association December 2012 - May 2013
Defense Criminal Investigative Service January 2012 - December 2012
Education
University of San Diego 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Kristen Love Kristen Love's StepStone Group Experience October 2011 - Present
Job Associate at StepStone Group
Industry Investment Management
Experience
StepStone Group October 2011 - Present
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science, Finance
StepStone Group October 2011 - Present
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science, Finance
Taylor Matherly's StepStone Group Experience September 2012 - December 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2013 - Present
Brigham Young University June 2012 - December 2013
StepStone Group September 2012 - December 2012
RPM Revenue Drivers, LLC. May 2012 - October 2012
Ensign Group January 2012 - April 2012
Eco-First Pest Control May 2011 - September 2011
The Church of Jesus Christ of Latter-day Saints August 2008 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Data Analysis, Economics, Social Media, Spanish, Market Research, Customer Service, Marketing, Leadership, Sales, Management
Education
Brigham Young University 2010 — 2013
Bachelor of Science, Economics, Minor in Business Management
Goldman Sachs June 2013 - Present
Brigham Young University June 2012 - December 2013
StepStone Group September 2012 - December 2012
RPM Revenue Drivers, LLC. May 2012 - October 2012
Ensign Group January 2012 - April 2012
Eco-First Pest Control May 2011 - September 2011
The Church of Jesus Christ of Latter-day Saints August 2008 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Data Analysis, Economics, Social Media, Spanish, Market Research, Customer Service, Marketing, Leadership, Sales, Management
Education
Brigham Young University 2010 — 2013
Bachelor of Science, Economics, Minor in Business Management
Nima Nurbakhsh Nima Nurbakhsh's StepStone Group Experience August 2012 - Present
Job Analyst at StepStone Group
Industry Investment Management
Experience
StepStone Group August 2012 - Present
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
StepStone Group August 2012 - Present
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Andrew Roth Andrew Roth's StepStone Group Experience March 2014 - Present
Job Associate at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group March 2014 - Present
Centerbridge Partners September 2012 - March 2014
RBC Capital Markets July 2010 - September 2012
McLagan May 2009 - August 2009
Skills
Financial Modeling, Capital Markets, Investment Banking, Financial Analysis, Valuation, Private Equity, Corporate Finance, Due Diligence, Investments
Education
University of Michigan 2006 — 2010
BA, Economics
StepStone Group March 2014 - Present
Centerbridge Partners September 2012 - March 2014
RBC Capital Markets July 2010 - September 2012
McLagan May 2009 - August 2009
Skills
Financial Modeling, Capital Markets, Investment Banking, Financial Analysis, Valuation, Private Equity, Corporate Finance, Due Diligence, Investments
Education
University of Michigan 2006 — 2010
BA, Economics
Ana Sofia Bermudez Leon's StepStone Group Experience September 2015 - Present
Job Performance Analyst at StepStone Group
Industry Financial Services
Experience
StepStone Group September 2015 - Present
StepStone Group February 2015 - May 2015
Vermillon S.A.R.L October 2013 - December 2013
Augen Opticos S.A. de C.V. August 2013 - August 2013
Academia de Tenis Ensenada July 2012 - August 2012
Leon y Asociados S.A. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Spanish, Facebook, Windows, Finance, Financial Analysis, Analysis, Valuation
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General and English
StepStone Group September 2015 - Present
StepStone Group February 2015 - May 2015
Vermillon S.A.R.L October 2013 - December 2013
Augen Opticos S.A. de C.V. August 2013 - August 2013
Academia de Tenis Ensenada July 2012 - August 2012
Leon y Asociados S.A. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Spanish, Facebook, Windows, Finance, Financial Analysis, Analysis, Valuation
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General and English
Andrew Leung Andrew Leung's StepStone Group Experience April 2014 - Present
Job Analyst at StepStone Group
Industry Investment Management
Experience
StepStone Group April 2014 - Present
Cardiff Park Advisors October 2013 - March 2014
AC3 Capital Asset Management February 2013 - June 2013
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Mathematics & Economics
Schurr High School 2006 — 2010
StepStone Group April 2014 - Present
Cardiff Park Advisors October 2013 - March 2014
AC3 Capital Asset Management February 2013 - June 2013
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Mathematics & Economics
Schurr High School 2006 — 2010
Rachael Brittingham Rachael Brittingham's StepStone Group Experience June 2014 - Present
Job Vice President at StepStone Group
Industry Investment Management
Experience
StepStone Group June 2014 - Present
Clairvue Capital Partners November 2010 - Present
Buchanan Street Partners April 2008 - October 2010
Maier Siebel Baber April 2007 - April 2008
Deloitte September 2004 - March 2007
Skills
Financial Modeling, Valuation
Education
University of Georgia - Terry College of Business 1999 — 2004
Masters of Accounting
StepStone Group June 2014 - Present
Clairvue Capital Partners November 2010 - Present
Buchanan Street Partners April 2008 - October 2010
Maier Siebel Baber April 2007 - April 2008
Deloitte September 2004 - March 2007
Skills
Financial Modeling, Valuation
Education
University of Georgia - Terry College of Business 1999 — 2004
Masters of Accounting
Darryl Wong Darryl Wong's StepStone Group Experience January 2015 - August 2015
Job Private Equity Analyst Intern at StepStone Group
Industry Sports
Experience
StepStone Group January 2015 - August 2015
UC San Diego Triton Consulting Group November 2014 - May 2015
SunBridge Partners July 2014 - September 2014
Legarza Basketball July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Team Leadership, Team Management, Teamwork, Customer Service, Time Management, Sales, Social Networking
Education
UCSD 2013 — 2015
Bachelor of Arts (B.A.), Economics
Foothill College 2011 — 2013
Associate of Arts (AA), Business Administration and Management, General
StepStone Group January 2015 - August 2015
UC San Diego Triton Consulting Group November 2014 - May 2015
SunBridge Partners July 2014 - September 2014
Legarza Basketball July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Team Leadership, Team Management, Teamwork, Customer Service, Time Management, Sales, Social Networking
Education
UCSD 2013 — 2015
Bachelor of Arts (B.A.), Economics
Foothill College 2011 — 2013
Associate of Arts (AA), Business Administration and Management, General
Kevin Hsiao's StepStone Group Experience September 2013 - May 2014
Job FLDP Analyst, Corporate Finance
Industry Medical Devices
Experience
BD July 2015 - Present
CareFusion July 2014 - July 2015
StepStone Group September 2013 - May 2014
HD Supply June 2013 - September 2013
University of California San Diego Rady School of Management December 2011 - June 2012
California State Senate June 2011 - September 2011
City of La Palma January 2010 - August 2010
California State Assembly June 2009 - August 2009
Skills
Market Research, Matlab, Microsoft Excel, Stata, Microsoft PowerPoint, Java, SPSS, Outlook, Business Requirements, SAS, Microsoft Word, Microsoft Outlook, Microsoft Access, Project Management, Software Development..., Proof of Concept, Project Charter, Capital IQ, Fund Of Funds
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Joint Economics-Mathematics, Graduate
Troy High School 2006 — 2010
Diploma
BD July 2015 - Present
CareFusion July 2014 - July 2015
StepStone Group September 2013 - May 2014
HD Supply June 2013 - September 2013
University of California San Diego Rady School of Management December 2011 - June 2012
California State Senate June 2011 - September 2011
City of La Palma January 2010 - August 2010
California State Assembly June 2009 - August 2009
Skills
Market Research, Matlab, Microsoft Excel, Stata, Microsoft PowerPoint, Java, SPSS, Outlook, Business Requirements, SAS, Microsoft Word, Microsoft Outlook, Microsoft Access, Project Management, Software Development..., Proof of Concept, Project Charter, Capital IQ, Fund Of Funds
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Joint Economics-Mathematics, Graduate
Troy High School 2006 — 2010
Diploma
Aditya Raina Aditya Raina's StepStone Group Experience September 2014 - Present
Job Private Equity Analyst at StepStone Group
Industry Financial Services
Experience
StepStone Group September 2014 - Present
Sonenshine Partners July 2013 - September 2014
Pixafy June 2012 - November 2012
Radical Company 2012 - July 2012
Pixafy February 2011 - August 2011
WyzAnt Tutoring Services November 2009 - October 2010
Ingles Abren Puertas June 2010 - August 2010
Columbia University November 2009 - June 2010
Skills
Business Development, Financial Analysis, Corporate Finance, Finance, Microsoft Excel, Microsoft Office, Business Analysis, Stata, Economics, Project Management, Data Analysis, Team Management, Marketing Research, Statistics, Python, Research, Agile Project Management, SQL, Magento, Kanban, Start-up Consulting, New Business Development, PowerPoint, Valuation, Quantitative Research, Business Strategy
Education
Columbia University in the City of New York 2009 — 2013
BA, Financial Economics
London School of Economics and Political Science 2011 — 2012
General Course, Accounting & Finance
North Brunswick Township High School 2005 — 2009
High School Diploma
StepStone Group September 2014 - Present
Sonenshine Partners July 2013 - September 2014
Pixafy June 2012 - November 2012
Radical Company 2012 - July 2012
Pixafy February 2011 - August 2011
WyzAnt Tutoring Services November 2009 - October 2010
Ingles Abren Puertas June 2010 - August 2010
Columbia University November 2009 - June 2010
Skills
Business Development, Financial Analysis, Corporate Finance, Finance, Microsoft Excel, Microsoft Office, Business Analysis, Stata, Economics, Project Management, Data Analysis, Team Management, Marketing Research, Statistics, Python, Research, Agile Project Management, SQL, Magento, Kanban, Start-up Consulting, New Business Development, PowerPoint, Valuation, Quantitative Research, Business Strategy
Education
Columbia University in the City of New York 2009 — 2013
BA, Financial Economics
London School of Economics and Political Science 2011 — 2012
General Course, Accounting & Finance
North Brunswick Township High School 2005 — 2009
High School Diploma
Philip Neidoff Philip Neidoff's StepStone Group Experience October 2010 - June 2014
Job Chief Investment Officer at Goodrich LLC
Industry Investment Management
Experience
Goodrich LLC August 2014 - Present
StepStone Group October 2010 - June 2014
Citi Private Equity 2000 - 2010
Salomon Smith Barney 1999 - 2000
Ark Asset Management 1994 - 1997
Skills
Private Equity, Portfolio Management, Investments, Hedge Funds, Fund Of Funds, Asset Management, Equities, Venture Capital, Valuation, Financial Modeling, Alternative Investments, Due Diligence, Investment Management
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance
Binghamton University 1990 — 1994
Bachelor of Science (B.S.), Management / Finance
Goodrich LLC August 2014 - Present
StepStone Group October 2010 - June 2014
Citi Private Equity 2000 - 2010
Salomon Smith Barney 1999 - 2000
Ark Asset Management 1994 - 1997
Skills
Private Equity, Portfolio Management, Investments, Hedge Funds, Fund Of Funds, Asset Management, Equities, Venture Capital, Valuation, Financial Modeling, Alternative Investments, Due Diligence, Investment Management
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance
Binghamton University 1990 — 1994
Bachelor of Science (B.S.), Management / Finance
Sean McDonell, CFA Sean McDonell, CFA's StepStone Group Experience September 2009 - Present
Job Associate at StepStone Group
Industry Investment Management
Experience
StepStone Group September 2009 - Present
Skills
Private Equity, Alternative Investments, Financial Modeling, Venture Capital, Valuation, Bloomberg, Capital IQ, Fund Of Funds, Equities, Investment Management, Investments, Portfolio Management
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts (B.A.), Economics
StepStone Group September 2009 - Present
Skills
Private Equity, Alternative Investments, Financial Modeling, Venture Capital, Valuation, Bloomberg, Capital IQ, Fund Of Funds, Equities, Investment Management, Investments, Portfolio Management
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts (B.A.), Economics
Darren Friedman Darren Friedman's StepStone Group Experience October 2010 - Present
Job Partner at StepStone Group
Industry Investment Management
Experience
StepStone Group October 2010 - Present
Citi Private Equity & Mezzanine Partners April 2001 - September 2010
Citigroup Global Markets 1995 - 2001
LaSalle National Bank June 1990 - May 1993
Skills
Mezzanine, Hedge Funds, Investment Management, Valuation, LBO, Venture Capital, Capital Markets, Equities, Fund Of Funds, Investment Banking, Finance, Alternative Investments, Private Equity, Credit / Mezzanine
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Finance
StepStone Group October 2010 - Present
Citi Private Equity & Mezzanine Partners April 2001 - September 2010
Citigroup Global Markets 1995 - 2001
LaSalle National Bank June 1990 - May 1993
Skills
Mezzanine, Hedge Funds, Investment Management, Valuation, LBO, Venture Capital, Capital Markets, Equities, Fund Of Funds, Investment Banking, Finance, Alternative Investments, Private Equity, Credit / Mezzanine
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Finance
Brian Glynn Brian Glynn's StepStone Group Experience June 2012 - March 2015
Job Fall 2015 LCCW Class
Industry Health, Wellness and Fitness
Experience
StepStone Group June 2012 - March 2015
StepStone Group July 2011 - June 2012
Rose Bowl Aquatics Center June 2010 - August 2010
Rose Bowl Aquatics Center September 2008 - August 2010
Rose Bowl Aquatics Center July 2007 - September 2008
Skills
Leadership, PowerPoint, Capital IQ, Financial Analysis, Attention to Detail, Microsoft Word, Finance, Accounting, Access, Microsoft Office, Economics, Research, Time Management, Analysis, Private Equity, Microsoft Excel, ThomsonOne, Data Analysis, eFront, Financial Reporting, Outlook, Thompson One
Education
Life Chiropractic College West 2015 — 2019
University of San Diego 2010 — 2012
Bachelor's Degree, Finance
Glendale Community College 2008 — 2010
Business
StepStone Group June 2012 - March 2015
StepStone Group July 2011 - June 2012
Rose Bowl Aquatics Center June 2010 - August 2010
Rose Bowl Aquatics Center September 2008 - August 2010
Rose Bowl Aquatics Center July 2007 - September 2008
Skills
Leadership, PowerPoint, Capital IQ, Financial Analysis, Attention to Detail, Microsoft Word, Finance, Accounting, Access, Microsoft Office, Economics, Research, Time Management, Analysis, Private Equity, Microsoft Excel, ThomsonOne, Data Analysis, eFront, Financial Reporting, Outlook, Thompson One
Education
Life Chiropractic College West 2015 — 2019
University of San Diego 2010 — 2012
Bachelor's Degree, Finance
Glendale Community College 2008 — 2010
Business
Linnet Coppa Linnet Coppa's StepStone Group Experience January 2011 - Present
Job Office Manager/Executive Assistant at StepStone Group
Industry Investment Management
Experience
StepStone Group January 2011 - Present
O'Melveny & Myers LLP September 2002 - January 2011
O'Sullivan, Graev & Karabell September 1998 - September 2002
Mendes & Mount August 1997 - September 1998
Education
Kingsborough Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Legal Secretary
Montclair State University
Working on B.A., English
StepStone Group January 2011 - Present
O'Melveny & Myers LLP September 2002 - January 2011
O'Sullivan, Graev & Karabell September 1998 - September 2002
Mendes & Mount August 1997 - September 1998
Education
Kingsborough Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Legal Secretary
Montclair State University
Working on B.A., English
Theodore Wong's StepStone Group Experience 2011 - Present
Job Senior Associate at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group 2011 - Present
BlackRock August 2010 - December 2010
Cambridge Associates July 2006 - June 2010
Education
Boston University Questrom School of Business
Business Administration, Finance
StepStone Group 2011 - Present
BlackRock August 2010 - December 2010
Cambridge Associates July 2006 - June 2010
Education
Boston University Questrom School of Business
Business Administration, Finance
Chris Cook, CAIA Chris Cook, CAIA's StepStone Group Experience October 2009 - Present
Job Director at StepStone Group
Industry Investment Management
Experience
StepStone Group October 2009 - Present
Seven Gold Trading September 2008 - May 2009
LACERA July 2007 - August 2008
Pathway Capital Management, LLC June 2001 - July 2007
Skills
Private Equity, Investments, Due Diligence, Asset Allocation, Alternative Investments, Financial Analysis, Analysis, Capital Markets, Valuation
Education
California State University-Fullerton 1996 — 2001
BA, Finance
StepStone Group October 2009 - Present
Seven Gold Trading September 2008 - May 2009
LACERA July 2007 - August 2008
Pathway Capital Management, LLC June 2001 - July 2007
Skills
Private Equity, Investments, Due Diligence, Asset Allocation, Alternative Investments, Financial Analysis, Analysis, Capital Markets, Valuation
Education
California State University-Fullerton 1996 — 2001
BA, Finance
Michael Elio Michael Elio's StepStone Group Experience 2014 - Present
Job Partner at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group 2014 - Present
Institutional Limited Partners Association 2012 - 2014
LP Capital Advisors 2006 - 2012
State Street Corp 2004 - 2006
Skills
Alternative Investments, Private Equity, Venture Capital, Fund Of Funds, Portfolio Management, Due Diligence, Investments, Valuation, Investor Relations, Asset Management, Asset Managment, Fixed Income, Hedge Funds, Capital Markets, LBO, Private Placements, Corporate Development, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Mergers, Equities, Securities, Asset Allocation
Education
Fairfield University
Concord Academy
StepStone Group 2014 - Present
Institutional Limited Partners Association 2012 - 2014
LP Capital Advisors 2006 - 2012
State Street Corp 2004 - 2006
Skills
Alternative Investments, Private Equity, Venture Capital, Fund Of Funds, Portfolio Management, Due Diligence, Investments, Valuation, Investor Relations, Asset Management, Asset Managment, Fixed Income, Hedge Funds, Capital Markets, LBO, Private Placements, Corporate Development, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Mergers, Equities, Securities, Asset Allocation
Education
Fairfield University
Concord Academy
Christian Yang Christian Yang's StepStone Group Experience January 2012 - June 2012
Job Intern at StepStone Group
Industry Financial Services
Experience
StepStone Group January 2012 - June 2012
Deloitte Consulting July 2011 - August 2011
Avant Capital Group May 2011 - June 2011
Keller Williams Realty August 2008 - August 2010
Education
University of California, San Diego 2008 — 2012
B.S, Management Science
The University of Hong Kong 2010 — 2011
BEF, Economics and Finance
San Marino High School 2004 — 2008
StepStone Group January 2012 - June 2012
Deloitte Consulting July 2011 - August 2011
Avant Capital Group May 2011 - June 2011
Keller Williams Realty August 2008 - August 2010
Education
University of California, San Diego 2008 — 2012
B.S, Management Science
The University of Hong Kong 2010 — 2011
BEF, Economics and Finance
San Marino High School 2004 — 2008
James Gallardo's StepStone Group Experience November 2011 - March 2012
Job Senior Analyst, Commercial Strategy and Insight at Financial Times
Industry Publishing
Experience
Financial Times July 2015 - Present
Barron's March 2012 - July 2015
StepStone Group November 2011 - March 2012
Moelis & Company June 2010 - August 2010
Skills
Market Research, Social Media, Data Analysis, Analytics, Blogging, Research, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Digital Marketing, Qualtrics, Marketing, Questionnaire Design, Online Research, Quantitative Research, Adobe Marketing Cloud, Kantar, comScore, Digital Media, Analysis
Education
Southern Methodist University 2007 — 2011
B.S.F.A., Economics
Fundación Ortega - Marañón 2010 — 2010
B.A., Spanish
Horace Greeley High School 2003 — 2007
Financial Times July 2015 - Present
Barron's March 2012 - July 2015
StepStone Group November 2011 - March 2012
Moelis & Company June 2010 - August 2010
Skills
Market Research, Social Media, Data Analysis, Analytics, Blogging, Research, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Digital Marketing, Qualtrics, Marketing, Questionnaire Design, Online Research, Quantitative Research, Adobe Marketing Cloud, Kantar, comScore, Digital Media, Analysis
Education
Southern Methodist University 2007 — 2011
B.S.F.A., Economics
Fundación Ortega - Marañón 2010 — 2010
B.A., Spanish
Horace Greeley High School 2003 — 2007
Gregory Angrist Gregory Angrist's StepStone Group Experience October 2010 - February 2011
Job Partner at Cohesive Capital Partners
Industry Financial Services
Experience
Cohesive Capital Partners February 2011 - Present
StepStone Group October 2010 - February 2011
Citi Private Equity July 2005 - October 2010
K-Sea Transportation, Inc. June 2004 - August 2004
Jefferies Capital Partners March 2000 - August 2003
Wasserstein Perella July 1998 - February 2000
Manolis & Company June 1997 - June 1998
Skills
Equities, Investments, Mergers, Finance, Mutual Funds, Private Equity, Valuation, Financial Modeling, Bloomberg, Due Diligence, Hedge Funds, Asset Managment, Investment Banking, Alternative Investments, Venture Capital
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Finance, Accounting, Math
Cohesive Capital Partners February 2011 - Present
StepStone Group October 2010 - February 2011
Citi Private Equity July 2005 - October 2010
K-Sea Transportation, Inc. June 2004 - August 2004
Jefferies Capital Partners March 2000 - August 2003
Wasserstein Perella July 1998 - February 2000
Manolis & Company June 1997 - June 1998
Skills
Equities, Investments, Mergers, Finance, Mutual Funds, Private Equity, Valuation, Financial Modeling, Bloomberg, Due Diligence, Hedge Funds, Asset Managment, Investment Banking, Alternative Investments, Venture Capital
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Finance, Accounting, Math
cameron rondo cameron rondo's StepStone Group Experience March 2011 - November 2013
Job Administrator at Parkway Hills Nursing and Rehab
Industry Hospital & Health Care
Experience
Parkway Hills Nursing and Rehab December 2014 - Present
Madison Partners November 2013 - November 2014
StepStone Group March 2011 - November 2013
Servi-Tek March 2010 - December 2010
Skills
Private Equity
Education
Brigham Young University - Hawaii 2008 — 2010
Bachelor of Science, Business emphasis in Corporate Finance
Parkway Hills Nursing and Rehab December 2014 - Present
Madison Partners November 2013 - November 2014
StepStone Group March 2011 - November 2013
Servi-Tek March 2010 - December 2010
Skills
Private Equity
Education
Brigham Young University - Hawaii 2008 — 2010
Bachelor of Science, Business emphasis in Corporate Finance
Federico Lozano Federico Lozano's StepStone Group Experience July 2011 - October 2011
Job Vice President Treasury at CorpBanca NY
Industry Financial Services
Experience
CorpBanca ny September 2015 - Present
CorpBanca NY March 2012 - September 2015
StepStone Group July 2011 - October 2011
Fairhaven Capital January 2011 - March 2011
Gava Capital June 2010 - July 2010
McKinsey & Company January 2009 - May 2010
McKinsey & Company June 2006 - January 2009
The Walt Disney Company 2004 - 2004
Skills
Investments, Capital Markets, Valuation, Financial Modeling, Investment Banking, Treasury Management, Corporate Finance, Financial Analysis, Financial Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Graduate, Finance
Tecnológico de Monterrey 2001 — 2006
Bachelor, Business Administration
CorpBanca ny September 2015 - Present
CorpBanca NY March 2012 - September 2015
StepStone Group July 2011 - October 2011
Fairhaven Capital January 2011 - March 2011
Gava Capital June 2010 - July 2010
McKinsey & Company January 2009 - May 2010
McKinsey & Company June 2006 - January 2009
The Walt Disney Company 2004 - 2004
Skills
Investments, Capital Markets, Valuation, Financial Modeling, Investment Banking, Treasury Management, Corporate Finance, Financial Analysis, Financial Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Graduate, Finance
Tecnológico de Monterrey 2001 — 2006
Bachelor, Business Administration
Jeffrey Jack Jeffrey Jack's StepStone Group Experience August 2014 - Present
Job Associate at StepStone Group
Industry Financial Services
Experience
StepStone Group August 2014 - Present
ARDIAN June 2013 - August 2014
Russell Investments May 2012 - August 2012
Quaker Investment Alliance 2011 - 2012
Russell Investments June 2011 - August 2011
The Church of Jesus Christ of Latter-day Saints April 2007 - April 2009
Skills
Finance, Valuation, Private Equity, Secondaries, Fund Of Funds, Non-profits, African development, Sub-Saharan Africa
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS in Economics, Concentration in Finance; Minor in African Studies
StepStone Group August 2014 - Present
ARDIAN June 2013 - August 2014
Russell Investments May 2012 - August 2012
Quaker Investment Alliance 2011 - 2012
Russell Investments June 2011 - August 2011
The Church of Jesus Christ of Latter-day Saints April 2007 - April 2009
Skills
Finance, Valuation, Private Equity, Secondaries, Fund Of Funds, Non-profits, African development, Sub-Saharan Africa
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS in Economics, Concentration in Finance; Minor in African Studies
Nathan Zhong Nathan Zhong's StepStone Group Experience December 2011 - May 2012
Job Senior Financial Analyst at Toyota USA
Industry Financial Services
Experience
Toyota USA June 2015 - Present
Cymer June 2012 - May 2015
StepStone Group December 2011 - May 2012
UCSD Transportation June 2010 - January 2012
Thermo Fisher Scientific June 2011 - September 2011
Skills
Analysis, Data Analysis, Finance, Customer Service, Training, Research, Strategy, Strategic Financial..., Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Social Media, Accounting, Budgets, Leadership
Education
University of California, San Diego 2008 — 2012
Management Science (B.S), Accounting Minor
Toyota USA June 2015 - Present
Cymer June 2012 - May 2015
StepStone Group December 2011 - May 2012
UCSD Transportation June 2010 - January 2012
Thermo Fisher Scientific June 2011 - September 2011
Skills
Analysis, Data Analysis, Finance, Customer Service, Training, Research, Strategy, Strategic Financial..., Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Social Media, Accounting, Budgets, Leadership
Education
University of California, San Diego 2008 — 2012
Management Science (B.S), Accounting Minor
Daniel Galinko's StepStone Group Experience September 2011 - Present
Job Senior Associate at StepStone Group
Industry Investment Management
Experience
StepStone Group September 2011 - Present
Oppenheimer & Company, Inc September 2008 - August 2011
Education
Harvard University 2006 — 2008
Master of Arts, Regional Studies
Brandeis University 2002 — 2006
BA, Economics, East Asian Studies
Mahwah High School 1998 — 2002
StepStone Group September 2011 - Present
Oppenheimer & Company, Inc September 2008 - August 2011
Education
Harvard University 2006 — 2008
Master of Arts, Regional Studies
Brandeis University 2002 — 2006
BA, Economics, East Asian Studies
Mahwah High School 1998 — 2002
Luke Harmon Luke Harmon's StepStone Group Experience October 2010 - May 2012
Job Director of Operations at Profits4Purpose
Industry Computer Software
Experience
Profits4Purpose September 2013 - Present
Profits4Purpose May 2012 - September 2013
StepStone Group October 2010 - May 2012
eHipp LLC January 2010 - October 2011
Ambassadors in Sport January 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Business Development, Entrepreneurship, Strategic Planning, Public Speaking, Financial Analysis, Microsoft Word, Research, Data Analysis, Project Management, Marketing, Marketing Strategy, PowerPoint, Management, Leadership, Market Research, Social Media, Training
Education
Point Loma Nazarene University 2006 — 2010
BA, Entrepreneurship and Finance
Profits4Purpose September 2013 - Present
Profits4Purpose May 2012 - September 2013
StepStone Group October 2010 - May 2012
eHipp LLC January 2010 - October 2011
Ambassadors in Sport January 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Business Development, Entrepreneurship, Strategic Planning, Public Speaking, Financial Analysis, Microsoft Word, Research, Data Analysis, Project Management, Marketing, Marketing Strategy, PowerPoint, Management, Leadership, Market Research, Social Media, Training
Education
Point Loma Nazarene University 2006 — 2010
BA, Entrepreneurship and Finance
Danny Effinger Danny Effinger's StepStone Group Experience September 2015 - Present
Job Monitoring and Reporting analyst at StepStone Group
Industry Banking
Experience
StepStone Group September 2015 - Present
Conservice May 2015 - September 2015
HDH September 2013 - May 2015
Wells Fargo May 2012 - June 2013
Coffee Bean and Tea Leaf September 2010 - May 2012
Skills
•Strong background in..., Expirience using..., Marketing Strategy, Sales Management, Project Management, Budgets, Forecasting, Leadership, Customer Service, Analysis
Education
University of California, San Diego 2013 — 2015
Bachelor of Arts (B.A.), Economics, Senior
Orange Coast College 2011 — 2013
Business/Managerial Economics
StepStone Group September 2015 - Present
Conservice May 2015 - September 2015
HDH September 2013 - May 2015
Wells Fargo May 2012 - June 2013
Coffee Bean and Tea Leaf September 2010 - May 2012
Skills
•Strong background in..., Expirience using..., Marketing Strategy, Sales Management, Project Management, Budgets, Forecasting, Leadership, Customer Service, Analysis
Education
University of California, San Diego 2013 — 2015
Bachelor of Arts (B.A.), Economics, Senior
Orange Coast College 2011 — 2013
Business/Managerial Economics
David Loo David Loo's StepStone Group Experience May 2010 - May 2011
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments Private Client Group February 2014 - Present
Fisher Investments Institutional Group August 2012 - February 2014
Fisher Investments Institutional Group August 2011 - August 2012
StepStone Group May 2010 - May 2011
The Security Network January 2010 - May 2010
The Office of Assemblymember Joe Coto June 2009 - September 2009
Kumon Math & Reading June 2005 - September 2007
Skills
Financial Modeling, Microsoft Excel, Finance, Investments, Economics, Data Analysis, Equities, Financial Analysis, Corporate Finance, Microsoft Office, Research, Asset Allocation, Fixed Income, Portfolio Management, Valuation, Bloomberg, Asset Management, PowerPoint, Due Diligence, Private Equity, Strategic Financial..., Stata, Access, Lego, Pastry, Party Favors, Hugs, Microsoft Word, Management, Customer Service, Public Speaking, Social Media, Capital Markets
Education
University of California, San Diego Extension 2009 — 2011
Professional Certificate, Finance
University of California, San Diego 2007 — 2011
B.A., Economics
University of California, San Diego - The Rady School of Management 2007 — 2011
Minor, Accounting
Fisher Investments Private Client Group February 2014 - Present
Fisher Investments Institutional Group August 2012 - February 2014
Fisher Investments Institutional Group August 2011 - August 2012
StepStone Group May 2010 - May 2011
The Security Network January 2010 - May 2010
The Office of Assemblymember Joe Coto June 2009 - September 2009
Kumon Math & Reading June 2005 - September 2007
Skills
Financial Modeling, Microsoft Excel, Finance, Investments, Economics, Data Analysis, Equities, Financial Analysis, Corporate Finance, Microsoft Office, Research, Asset Allocation, Fixed Income, Portfolio Management, Valuation, Bloomberg, Asset Management, PowerPoint, Due Diligence, Private Equity, Strategic Financial..., Stata, Access, Lego, Pastry, Party Favors, Hugs, Microsoft Word, Management, Customer Service, Public Speaking, Social Media, Capital Markets
Education
University of California, San Diego Extension 2009 — 2011
Professional Certificate, Finance
University of California, San Diego 2007 — 2011
B.A., Economics
University of California, San Diego - The Rady School of Management 2007 — 2011
Minor, Accounting
Kathlika Fontes's StepStone Group Experience October 2011 - Present
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
StepStone Group October 2011 - Present
Deutsche Asset Management June 2011 - August 2011
American Cancer Society February 2007 - July 2010
Accenture April 2003 - February 2007
Skills
Portfolio Management, Private Equity, Management, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Business Strategy, Project Management, Corporate Finance, Financial Analysis
Education
Columbia University - Columbia Business School
MBA
Georgia Institute of Technology
Bachelor of Science, Electrical Engineering
StepStone Group October 2011 - Present
Deutsche Asset Management June 2011 - August 2011
American Cancer Society February 2007 - July 2010
Accenture April 2003 - February 2007
Skills
Portfolio Management, Private Equity, Management, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Business Strategy, Project Management, Corporate Finance, Financial Analysis
Education
Columbia University - Columbia Business School
MBA
Georgia Institute of Technology
Bachelor of Science, Electrical Engineering
Brey Jones's StepStone Group Experience 2007 - Present
Job Director of Client Service and Business Development at StepStone Group
Industry Financial Services
Experience
StepStone Group 2007 - Present
Pacific Corporate Group 2005 - 2007
Rochdale Securities 2003 - 2005
First American Capital Management 2001 - 2003
Skills
Asset Management, Private Equity, Portfolio Management, Alternative Investments, Equities, Series 7, Financial Services, Asset Allocation, Investments, Hedge Funds, Investment Management, Fund Of Funds, Mutual Funds, Business Development, Market Analysis, Due Diligence, Venture Capital, Institutional..., Asset Managment, Strategic Planning, Financial Modeling, Valuation, Investment Strategies, Pensions, Fixed Income, Bloomberg, Capital Markets, Mergers & Acquisitions, Derivatives, Emerging Markets
Education
University of Arizona 1997 — 2001
BA, Communications and Business
Branson School 1994 — 1997
Del Mar
StepStone Group 2007 - Present
Pacific Corporate Group 2005 - 2007
Rochdale Securities 2003 - 2005
First American Capital Management 2001 - 2003
Skills
Asset Management, Private Equity, Portfolio Management, Alternative Investments, Equities, Series 7, Financial Services, Asset Allocation, Investments, Hedge Funds, Investment Management, Fund Of Funds, Mutual Funds, Business Development, Market Analysis, Due Diligence, Venture Capital, Institutional..., Asset Managment, Strategic Planning, Financial Modeling, Valuation, Investment Strategies, Pensions, Fixed Income, Bloomberg, Capital Markets, Mergers & Acquisitions, Derivatives, Emerging Markets
Education
University of Arizona 1997 — 2001
BA, Communications and Business
Branson School 1994 — 1997
Del Mar
Sangeeta Kulkarni's StepStone Group Experience September 2015 - Present
Job Controller at StepStone Group
Industry Accounting
Timothy Weld's StepStone Group Experience April 2012 - Present
Job Partner at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group April 2012 - Present
Parish Capital Advisors 2006 - April 2012
BancBoston Capital July 2001 - April 2003
Education
Middlebury College 1994 — 1998
BA
The Tuck School of Business at Dartmouth
StepStone Group April 2012 - Present
Parish Capital Advisors 2006 - April 2012
BancBoston Capital July 2001 - April 2003
Education
Middlebury College 1994 — 1998
BA
The Tuck School of Business at Dartmouth
Roselyn Sarkis's StepStone Group Experience January 2013 - Present
Job Business Development Coordinator at StepStone Group
Industry Financial Services
Experience
StepStone Group January 2013 - Present
J.P. Morgan Chase October 2009 - August 2010
Delphi Capital Management August 2007 - June 2009
Societe Generale May 2007 - July 2007
J.P. Morgan Private Equity Fund Services, J.P. Morgan Chase April 2006 - May 2007
J.P. Morgan Chase May 2004 - March 2006
Skills
Investments, Customer Service, Banking, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Research, Social Media, Marketing, Event Planning, Accounting, Photoshop, Public Speaking, Access, Teamwork, Sales, Insurance
Education
Peter J. Tobin College of Business
Bachelor of Science, Finance
Saint John's University
StepStone Group January 2013 - Present
J.P. Morgan Chase October 2009 - August 2010
Delphi Capital Management August 2007 - June 2009
Societe Generale May 2007 - July 2007
J.P. Morgan Private Equity Fund Services, J.P. Morgan Chase April 2006 - May 2007
J.P. Morgan Chase May 2004 - March 2006
Skills
Investments, Customer Service, Banking, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Research, Social Media, Marketing, Event Planning, Accounting, Photoshop, Public Speaking, Access, Teamwork, Sales, Insurance
Education
Peter J. Tobin College of Business
Bachelor of Science, Finance
Saint John's University
Adam Dawson's StepStone Group Experience July 2012 - March 2015
Job Associate at Mousse Partners
Industry Venture Capital & Private Equity
Experience
Mousse Partners Limited April 2015 - Present
StepStone Group July 2012 - March 2015
Piper Jaffray July 2010 - June 2012
LegiTime Technologies May 2009 - November 2009
Gentle Giant Moving Co. June 2008 - August 2008
Skills
Financial Modeling, Private Equity, Research, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Bloomberg, Economics
Education
Trinity College-Hartford 2007 — 2010
Bachelor of Arts (B.A.), Economics
Mousse Partners Limited April 2015 - Present
StepStone Group July 2012 - March 2015
Piper Jaffray July 2010 - June 2012
LegiTime Technologies May 2009 - November 2009
Gentle Giant Moving Co. June 2008 - August 2008
Skills
Financial Modeling, Private Equity, Research, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Bloomberg, Economics
Education
Trinity College-Hartford 2007 — 2010
Bachelor of Arts (B.A.), Economics
Brian Luke Duncan's StepStone Group Experience 2012 - 2012
Job Analyst at Auriga Securities
Industry Financial Services
Experience
Auriga Securities October 2012 - Present
StepStone Group 2012 - 2012
Preqin 2011 - 2012
Preqin 2010 - 2011
Eximus Capital May 2009 - August 2009
Skills
VBA, Programming, Financial Modeling, Financial Statements, Security Analysis, Financial Analysis, Data Analysis, Business Analysis, Access, Hedge Funds, SQL, HTML, Microsoft Excel, Analysis, Equities, Equity Research
Education
Florida State University - College of Business 2005 — 2009
Bachelor of Science, Finance
La Salle 2003 — 2005
Auriga Securities October 2012 - Present
StepStone Group 2012 - 2012
Preqin 2011 - 2012
Preqin 2010 - 2011
Eximus Capital May 2009 - August 2009
Skills
VBA, Programming, Financial Modeling, Financial Statements, Security Analysis, Financial Analysis, Data Analysis, Business Analysis, Access, Hedge Funds, SQL, HTML, Microsoft Excel, Analysis, Equities, Equity Research
Education
Florida State University - College of Business 2005 — 2009
Bachelor of Science, Finance
La Salle 2003 — 2005
Michael Zaun's StepStone Group Experience July 2010 - July 2012
Job Private Equity Consultant at Hewitt EnnisKnupp, an Aon Company
Industry Venture Capital & Private Equity
Experience
StepStone Group July 2010 - July 2012
Seven Gables Real Estate June 2009 - August 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2008 - August 2008
Skills
Financial Analysis, Capital IQ, Financial Modeling, Bloomberg, Microsoft Excel, Data Analysis, Portfolio Management, Private Equity, Investments, Thomson One, Thompson One, Valuation, Analysis, Burgiss Private i, Microsoft Office, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance
ECOLE SUPERIEURE DE COMMERCE DE PARIS (ESCP-EUROPE) 2009 — 2009
StepStone Group July 2010 - July 2012
Seven Gables Real Estate June 2009 - August 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2008 - August 2008
Skills
Financial Analysis, Capital IQ, Financial Modeling, Bloomberg, Microsoft Excel, Data Analysis, Portfolio Management, Private Equity, Investments, Thomson One, Thompson One, Valuation, Analysis, Burgiss Private i, Microsoft Office, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance
ECOLE SUPERIEURE DE COMMERCE DE PARIS (ESCP-EUROPE) 2009 — 2009
John P. McGuinness's StepStone Group Experience March 2015 - Present
Job Managing Director at StepStone Group
Industry Investment Management
Experience
StepStone Group March 2015 - Present
Goldman Sachs 2013 - 2015
Linklaters 2011 - 2013
Fried Frank 2006 - 2011
Fried Frank 2001 - 2006
Legal Aid Society 2004 - 2004
Skills
Private Equity, Hedge Funds, Asset Management, Securities Regulation, Restructuring, Alternative Investments, Legal Writing, Fund Of Funds, Legal Research, Dodd-Frank, Fund Structuring, Distressed Debt, Team Leadership, Compliance, Fund Formation, Business Reorganizations, Securities Law
Education
Fordham University
B.A., History
Brooklyn Law School
J.D.
Archbishop Molloy High School
Regents Diploma
St. Benedict Joseph Labre
StepStone Group March 2015 - Present
Goldman Sachs 2013 - 2015
Linklaters 2011 - 2013
Fried Frank 2006 - 2011
Fried Frank 2001 - 2006
Legal Aid Society 2004 - 2004
Skills
Private Equity, Hedge Funds, Asset Management, Securities Regulation, Restructuring, Alternative Investments, Legal Writing, Fund Of Funds, Legal Research, Dodd-Frank, Fund Structuring, Distressed Debt, Team Leadership, Compliance, Fund Formation, Business Reorganizations, Securities Law
Education
Fordham University
B.A., History
Brooklyn Law School
J.D.
Archbishop Molloy High School
Regents Diploma
St. Benedict Joseph Labre
Bryan Kandel's StepStone Group Experience April 2013 - Present
Job Director at StepStone Group
Industry Financial Services
Experience
StepStone Group April 2013 - Present
Stone Tower Capital July 2010 - April 2012
Aladdin Capital Management 2009 - March 2010
J.H. Whitney Investment Management 2004 - 2009
Skills
Hedge Funds, Private Equity, Investor Relations, Fund Of Funds, Equities, Marketing Strategy, New Business Development, Fundraising, Private Debt
Education
Harvard University 2000 — 2004
A.B., Economics
The Bishops School
HS
StepStone Group April 2013 - Present
Stone Tower Capital July 2010 - April 2012
Aladdin Capital Management 2009 - March 2010
J.H. Whitney Investment Management 2004 - 2009
Skills
Hedge Funds, Private Equity, Investor Relations, Fund Of Funds, Equities, Marketing Strategy, New Business Development, Fundraising, Private Debt
Education
Harvard University 2000 — 2004
A.B., Economics
The Bishops School
HS
Jeremiah Christopher Clark's StepStone Group Experience August 2011 - December 2011
Job Federal Analyst at KPMG US
Industry Financial Services
Experience
KPMG US May 2012 - Present
StepStone Group August 2011 - December 2011
Beneficial Financial Group January 2009 - June 2009
USAID August 2006 - January 2007
eCANDLE January 2005 - August 2005
Skills
Financial Modeling, Microsoft Excel, Statistics, Due Diligence, Financial Analysis, Microsoft Office, Data Analysis, Valuation, Economics, PowerPoint, Investments, Analysis, Financial Reporting, Auditing, Risk Management, Business Process...
Education
Brigham Young University 2006 — 2011
Mathematics, Mathematics
KPMG US May 2012 - Present
StepStone Group August 2011 - December 2011
Beneficial Financial Group January 2009 - June 2009
USAID August 2006 - January 2007
eCANDLE January 2005 - August 2005
Skills
Financial Modeling, Microsoft Excel, Statistics, Due Diligence, Financial Analysis, Microsoft Office, Data Analysis, Valuation, Economics, PowerPoint, Investments, Analysis, Financial Reporting, Auditing, Risk Management, Business Process...
Education
Brigham Young University 2006 — 2011
Mathematics, Mathematics
Patrick Hart, CAIA's StepStone Group Experience September 2013 - Present
Job
Industry Venture Capital & Private Equity
Experience
StepStone Group September 2013 - Present
Proven March 2012 - September 2013
Deloitte November 2009 - March 2012
Blue Cod Technologies June 2009 - October 2009
Deloitte June 2008 - August 2008
Education
Villanova University 2005 — 2009
BS
The University of Queensland 2007 — 2007
Needham High School 2001 — 2005
StepStone Group September 2013 - Present
Proven March 2012 - September 2013
Deloitte November 2009 - March 2012
Blue Cod Technologies June 2009 - October 2009
Deloitte June 2008 - August 2008
Education
Villanova University 2005 — 2009
BS
The University of Queensland 2007 — 2007
Needham High School 2001 — 2005
Vanessa Liang's StepStone Group Experience January 2011 - June 2011
Job Manager, Repair at Zodiac Aerospace
Industry Airlines/Aviation
Experience
Zodiac Inflight Innovations November 2014 - Present
Zodiac Inflight Innovations March 2013 - October 2014
Zodiac Inflight Innovations September 2011 - February 2013
StepStone Group January 2011 - June 2011
SAIC February 2010 - January 2011
DynapowerUSA June 2009 - August 2009
DynapowerUSA June 2008 - August 2008
Self-Employed September 2006 - June 2007
Ideas Plus, Inc. July 2005 - August 2005
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Accounts Payable, Microsoft Word, Accounting, Data Analysis, Management, Mandarin, Account Reconciliation, Training, Customer Service, Time Management, PowerPoint, Access, Leadership, Accounts Receivable, Google Docs, Finance, Public Speaking, System Implementations, Proposal Writing, System Requirements, Analysis, Process Improvement, Exact MAX, Outlook, Customer Support, Microsoft Access, Costpoint, MAS200, Presentations, Confluence, Project Management, ERP, MRP, Software Requirements, Inventory Management, Inventory Control, Inventory Forecasting, Shipping & Receiving, Vendor Management, Third Party Vendor..., Reporting & Analysis, Logistics, Team Building
Education
University of California, San Diego 2007 — 2011
BS, Management Science
University of California, San Diego - The Rady School of Management 2007 — 2011
Minor, Accounting
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Economics, Business
Zodiac Inflight Innovations November 2014 - Present
Zodiac Inflight Innovations March 2013 - October 2014
Zodiac Inflight Innovations September 2011 - February 2013
StepStone Group January 2011 - June 2011
SAIC February 2010 - January 2011
DynapowerUSA June 2009 - August 2009
DynapowerUSA June 2008 - August 2008
Self-Employed September 2006 - June 2007
Ideas Plus, Inc. July 2005 - August 2005
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Accounts Payable, Microsoft Word, Accounting, Data Analysis, Management, Mandarin, Account Reconciliation, Training, Customer Service, Time Management, PowerPoint, Access, Leadership, Accounts Receivable, Google Docs, Finance, Public Speaking, System Implementations, Proposal Writing, System Requirements, Analysis, Process Improvement, Exact MAX, Outlook, Customer Support, Microsoft Access, Costpoint, MAS200, Presentations, Confluence, Project Management, ERP, MRP, Software Requirements, Inventory Management, Inventory Control, Inventory Forecasting, Shipping & Receiving, Vendor Management, Third Party Vendor..., Reporting & Analysis, Logistics, Team Building
Education
University of California, San Diego 2007 — 2011
BS, Management Science
University of California, San Diego - The Rady School of Management 2007 — 2011
Minor, Accounting
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Economics, Business
Mark Maruszewski's StepStone Group Experience October 2010 - Present
Job Partner at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group October 2010 - Present
Pomona Capital September 2000 - May 2010
Stratum Group, LP June 1997 - September 2000
Skills
Private Equity, Alternative Investments, Venture Capital, Private Placements, Fund Of Funds, Valuation, Investments, Due Diligence, LBO, Asset Management, Mezzanine, Corporate Finance, Asset Managment, Portfolio Management
Education
Georgetown University - The McDonough School of Business 1996 — 1998
Master of Business Administration (MBA), MBA
Allegheny College 1984 — 1988
Bachelor of Science (BS), Economics
StepStone Group October 2010 - Present
Pomona Capital September 2000 - May 2010
Stratum Group, LP June 1997 - September 2000
Skills
Private Equity, Alternative Investments, Venture Capital, Private Placements, Fund Of Funds, Valuation, Investments, Due Diligence, LBO, Asset Management, Mezzanine, Corporate Finance, Asset Managment, Portfolio Management
Education
Georgetown University - The McDonough School of Business 1996 — 1998
Master of Business Administration (MBA), MBA
Allegheny College 1984 — 1988
Bachelor of Science (BS), Economics
Stephen Colalillo's StepStone Group Experience September 2012 - March 2013
Job Senior Research Associate at Morgan Stanley, Oil and Gas E&P Sector
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Robert W. Baird & Co. July 2013 - June 2014
Oppenheimer & Co. March 2013 - August 2013
StepStone Group September 2012 - March 2013
Caris & Company December 2011 - August 2012
Skills
Natural Gas, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Due Diligence, Bloomberg, Microsoft Excel, Oil/Gas, Equity Valuation, Strategic Planning, Accounting
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (BA), Business
Morgan Stanley June 2014 - Present
Robert W. Baird & Co. July 2013 - June 2014
Oppenheimer & Co. March 2013 - August 2013
StepStone Group September 2012 - March 2013
Caris & Company December 2011 - August 2012
Skills
Natural Gas, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Due Diligence, Bloomberg, Microsoft Excel, Oil/Gas, Equity Valuation, Strategic Planning, Accounting
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (BA), Business
Michael Burrafato's StepStone Group Experience February 2015 - Present
Job Private Equity Research Analyst at StepStone Group
Industry Investment Banking
Experience
StepStone Group February 2015 - Present
Henry Crown & Company, Inc. June 2013 - Present
University Endowment Investment Fund August 2013 - Present
Gould & Ratner LLP June 2013 - Present
MJB Internationale January 2008 - Present
Burrafato Global May 2010 - Present
Skills
Entrepreneurship, Start-ups, Microsoft Office, Social Media, Public Speaking, Social Media Marketing, Customer Service, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, PowerPoint, Sales, Marketing, Leadership, Marketing Strategy, Strategic Planning, New Business Development
Education
University of San Diego 2012 — 2016
Bachelor's Degree, Finance, General, Major GPA (4.0); Dean's List: First Honors
StepStone Group February 2015 - Present
Henry Crown & Company, Inc. June 2013 - Present
University Endowment Investment Fund August 2013 - Present
Gould & Ratner LLP June 2013 - Present
MJB Internationale January 2008 - Present
Burrafato Global May 2010 - Present
Skills
Entrepreneurship, Start-ups, Microsoft Office, Social Media, Public Speaking, Social Media Marketing, Customer Service, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, PowerPoint, Sales, Marketing, Leadership, Marketing Strategy, Strategic Planning, New Business Development
Education
University of San Diego 2012 — 2016
Bachelor's Degree, Finance, General, Major GPA (4.0); Dean's List: First Honors
Cydnee Yamamoto's StepStone Group Experience May 2014 - Present
Job Contractor at StepStone Group
Industry Venture Capital & Private Equity
Experience
StepStone Group May 2014 - Present
Paul Capital September 2006 - May 2014
Lucid Food 2005 - 2006
Studio Sofield 2004 - 2006
Scrimshaw 2004 - 2004
Spirit/NY 2003 - 2004
Kathryn Schenker Management 2003 - 2003
Reebok Sports Club 2001 - 2003
Education
Fordham University 2008 — 2011
Master of Business Administration, Management Concentration, Global Sustainability Designation
State University of New York at Purchase 1996 — 1999
Bachelor of Fine Arts, Dance
StepStone Group May 2014 - Present
Paul Capital September 2006 - May 2014
Lucid Food 2005 - 2006
Studio Sofield 2004 - 2006
Scrimshaw 2004 - 2004
Spirit/NY 2003 - 2004
Kathryn Schenker Management 2003 - 2003
Reebok Sports Club 2001 - 2003
Education
Fordham University 2008 — 2011
Master of Business Administration, Management Concentration, Global Sustainability Designation
State University of New York at Purchase 1996 — 1999
Bachelor of Fine Arts, Dance
Abhinav Mathur's StepStone Group Experience 2012 - May 2013
Job CEO and CoFounder at HulaLoop
Industry Computer Software
Experience
HulaLoop June 2014 - Present
Fisher Investments August 2013 - May 2014
StepStone Group 2012 - May 2013
Merrill Lynch March 2012 - September 2012
UNOPS July 2011 - September 2011
BioImagene June 2010 - September 2010
Skills
Investments, Economics, Stata, Valuation, Financial Analysis, Microsoft Office, Capital IQ, Microsoft Excel, Microsoft Word, Salesforce.com, Wealth Management, Market Research, PowerPoint, Matlab, Equity Valuation, Risk Management
Education
University of California, San Diego 2009 — 2013
Bachelor's degree, Economics
St. Francis High School
St. Francis High School
St. Francis High School
HulaLoop June 2014 - Present
Fisher Investments August 2013 - May 2014
StepStone Group 2012 - May 2013
Merrill Lynch March 2012 - September 2012
UNOPS July 2011 - September 2011
BioImagene June 2010 - September 2010
Skills
Investments, Economics, Stata, Valuation, Financial Analysis, Microsoft Office, Capital IQ, Microsoft Excel, Microsoft Word, Salesforce.com, Wealth Management, Market Research, PowerPoint, Matlab, Equity Valuation, Risk Management
Education
University of California, San Diego 2009 — 2013
Bachelor's degree, Economics
St. Francis High School
St. Francis High School
St. Francis High School
Brian Delpit's StepStone Group Experience January 2013 - Present
Job Performance Analyst Intern at StepStone Group
Industry Financial Services
Experience
StepStone Group January 2013 - Present
Skills
Finance, Investments, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Private I, Capital IQ
Education
University of San Diego 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, Senior
StepStone Group January 2013 - Present
Skills
Finance, Investments, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Private I, Capital IQ
Education
University of San Diego 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, Senior
Ben Lopez-Frank's StepStone Group Experience May 2012 - February 2015
Job Cloud Infrastructure Engineer at Amphion Medical Solutions
Industry Information Technology and Services
Experience
Amphion Medical Solutions February 2015 - Present
StepStone Group May 2012 - February 2015
HERAE October 2010 - June 2012
Harry Reid Center for Environmental Studies August 2008 - September 2010
Lopez PC Repair July 2008 - September 2010
UNLV Office of Information Technology May 2007 - August 2008
Skills
Windows 7, SDLC, Database Design, Software Development, VoIP, Agile Methodologies, Microsoft Exchange, Networking, Cisco Technologies, VMware ESX, TCP/IP, Servers, Disaster Recovery, Active Directory, Security, SQL, Linux, Databases, Unix, ITIL, Windows Server, CompTIA, Microsoft SQL Server, Computer Hardware
Education
UNLV
BSBA, Management Information Systems
Amphion Medical Solutions February 2015 - Present
StepStone Group May 2012 - February 2015
HERAE October 2010 - June 2012
Harry Reid Center for Environmental Studies August 2008 - September 2010
Lopez PC Repair July 2008 - September 2010
UNLV Office of Information Technology May 2007 - August 2008
Skills
Windows 7, SDLC, Database Design, Software Development, VoIP, Agile Methodologies, Microsoft Exchange, Networking, Cisco Technologies, VMware ESX, TCP/IP, Servers, Disaster Recovery, Active Directory, Security, SQL, Linux, Databases, Unix, ITIL, Windows Server, CompTIA, Microsoft SQL Server, Computer Hardware
Education
UNLV
BSBA, Management Information Systems
Vedanshu Kedia's StepStone Group Experience October 2013 - December 2013
Job Co Founder at Genie Ventures
Industry Financial Services
Experience
Genie Ventures July 2015 - Present
Transcon Developers June 2015 - Present
Avendus Capital August 2014 - June 2015
StepStone Group October 2013 - December 2013
Sheth Creators Pvt. Ltd August 2013 - September 2013
Options Group May 2013 - August 2013
Prabhudas Lilladher Pvt. Ltd. June 2012 - August 2012
Dun & Bradstreet India June 2011 - August 2011
Skills
Microsoft Excel, Research, Financial Modeling, Financial Analysis, Start-ups, Corporate Finance, Valuation, Investment Banking, Venture Capital, Data Analysis, Microsoft Word
Education
New York University, Stern School of Business 2011 — 2014
Bachelor of Science (BSc), Accounting and Finance
Emory University 2010 — 2011
Ecole Mondiale World School 2008 — 2010
International Baccalaureate
Genie Ventures July 2015 - Present
Transcon Developers June 2015 - Present
Avendus Capital August 2014 - June 2015
StepStone Group October 2013 - December 2013
Sheth Creators Pvt. Ltd August 2013 - September 2013
Options Group May 2013 - August 2013
Prabhudas Lilladher Pvt. Ltd. June 2012 - August 2012
Dun & Bradstreet India June 2011 - August 2011
Skills
Microsoft Excel, Research, Financial Modeling, Financial Analysis, Start-ups, Corporate Finance, Valuation, Investment Banking, Venture Capital, Data Analysis, Microsoft Word
Education
New York University, Stern School of Business 2011 — 2014
Bachelor of Science (BSc), Accounting and Finance
Emory University 2010 — 2011
Ecole Mondiale World School 2008 — 2010
International Baccalaureate
Amul Bhatia's StepStone Group Experience May 2014 - July 2014
Job Quant Associate at Green Street Advisors
Industry Financial Services
Experience
Green Street Advisors August 2014 - Present
StepStone Group May 2014 - July 2014
Cardiff Park Advisors October 2013 - April 2014
UCSD September 2013 - March 2014
The Scripps Research Institute February 2012 - September 2012
Skills
Statistics, Statistical Modeling, Stata, Econometrics, R, Analysis, Capital IQ, Microsoft Excel, Microsoft Office, Cash Flow, Financial Reporting, Matlab
Education
Northwestern University 2015 — 2017
Master of Science (MS), Predictive Analytics
University of California, San Diego 2009 — 2014
Bachelor of Science (BS), Mathematics and Economics
Green Street Advisors August 2014 - Present
StepStone Group May 2014 - July 2014
Cardiff Park Advisors October 2013 - April 2014
UCSD September 2013 - March 2014
The Scripps Research Institute February 2012 - September 2012
Skills
Statistics, Statistical Modeling, Stata, Econometrics, R, Analysis, Capital IQ, Microsoft Excel, Microsoft Office, Cash Flow, Financial Reporting, Matlab
Education
Northwestern University 2015 — 2017
Master of Science (MS), Predictive Analytics
University of California, San Diego 2009 — 2014
Bachelor of Science (BS), Mathematics and Economics
The Carlyle Group
TPG Capital
Apollo Global Management LLC
Cerberus Capital Management
H.I.G. Capital
Advent International
Colony Capital
Summit Partners