SVB Financial Group
Industry: Bank holding company
DescriptionHeadquarters: Santa Clara, California, United States CEO: Gregory W. Becker (21 Apr 2011–) Founded: 1983 Subsidiaries: Silicon Valley Bank, Partners for Growth, L.P.,
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SVB Financial Group Employees
Employee
Years
Job
Industry
Jonas Cabiling Jonas Cabiling's SVB Financial Group Experience March 2001 - December 2008
Job Principal IT Developer
Industry Medical Devices
Experience
Medtronic September 2013 - Present
Conifer Value Based Care, Tenet Healthcare February 2012 - September 2013
Micro-Solutions Enterprises, Inc November 2010 - February 2012
Merle Norman Cosmetics June 2010 - November 2010
American Fruit & Flavors June 2009 - June 2010
SVB Financial Group March 2001 - December 2008
Skills
Solution Architecture, C#, ASP.NET MVC, CSS, WPF, VBA, Software Design, Software Engineering, Process Automation, File Systems, Data Analysis, Agile Methodologies, SDLC, Microsoft SQL Server, T-SQL, Oracle PL/SQL..., Crystal Reports, MVVM, ASP.NET AJAX, HTML 5, WCF, JavaScript, Visual Basic, VBScript, Microsoft Technologies, TFS, MS Integration Services, MS Reporting Services, Toad, IBM AS/400, SQL DB2, Business Objects Data..., IIS, SSIS, ETL, DB2, Databases, Software Development, Web Applications, Business Process, Requirements Analysis, Requirements Gathering, Integration, SQL Server Management..., Active Directory, WinForms, Systems Analysis, Visual Studio, System Architecture, Business Objects
Education
AMA University
Bachelor of Science in Computer Science, Computer Software Engineering, Meritorious Award for Best Thesis
University of Santo Tomas
Bachelor of Science in Mathematics, Actuarial Science
Medtronic September 2013 - Present
Conifer Value Based Care, Tenet Healthcare February 2012 - September 2013
Micro-Solutions Enterprises, Inc November 2010 - February 2012
Merle Norman Cosmetics June 2010 - November 2010
American Fruit & Flavors June 2009 - June 2010
SVB Financial Group March 2001 - December 2008
Skills
Solution Architecture, C#, ASP.NET MVC, CSS, WPF, VBA, Software Design, Software Engineering, Process Automation, File Systems, Data Analysis, Agile Methodologies, SDLC, Microsoft SQL Server, T-SQL, Oracle PL/SQL..., Crystal Reports, MVVM, ASP.NET AJAX, HTML 5, WCF, JavaScript, Visual Basic, VBScript, Microsoft Technologies, TFS, MS Integration Services, MS Reporting Services, Toad, IBM AS/400, SQL DB2, Business Objects Data..., IIS, SSIS, ETL, DB2, Databases, Software Development, Web Applications, Business Process, Requirements Analysis, Requirements Gathering, Integration, SQL Server Management..., Active Directory, WinForms, Systems Analysis, Visual Studio, System Architecture, Business Objects
Education
AMA University
Bachelor of Science in Computer Science, Computer Software Engineering, Meritorious Award for Best Thesis
University of Santo Tomas
Bachelor of Science in Mathematics, Actuarial Science
Travis Campbell Travis Campbell's SVB Financial Group Experience June 2006 - August 2007
Job Partner at Simmonds & Narita, LLP
Industry Law Practice
Experience
Simmonds & Narita, LLP September 2014 - Present
Severson & Werson January 2014 - September 2014
Simmonds & Narita, LLP January 2011 - December 2013
Woods Rogers PLC May 2009 - July 2009
SVB Financial Group June 2006 - August 2007
Skills
Litigation, Privacy Law, Civil Litigation, Consumer Law, Breach Of Contract, Oral Arguments, Federal Court Practice, Trials, Class Actions, Depositions, Legal Writing, Appeals, Mediation, Westlaw
Education
University of Richmond School of Law 2007 — 2010
J.D., Law, magna cum laude
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Economics, magna cum laude
Georgetown University 2004 — 2004
N/A, Economics & Politics
Simmonds & Narita, LLP September 2014 - Present
Severson & Werson January 2014 - September 2014
Simmonds & Narita, LLP January 2011 - December 2013
Woods Rogers PLC May 2009 - July 2009
SVB Financial Group June 2006 - August 2007
Skills
Litigation, Privacy Law, Civil Litigation, Consumer Law, Breach Of Contract, Oral Arguments, Federal Court Practice, Trials, Class Actions, Depositions, Legal Writing, Appeals, Mediation, Westlaw
Education
University of Richmond School of Law 2007 — 2010
J.D., Law, magna cum laude
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Economics, magna cum laude
Georgetown University 2004 — 2004
N/A, Economics & Politics
Garth Slater Garth Slater's SVB Financial Group Experience June 2010 - February 2014
Job Helping companies add money to the bottom line by negotiating strong Contracts, Vendor Risk, Travel and Purchasing Mngmt
Industry Banking
Experience
SVB Financial Group June 2010 - February 2014
SVB Financial Group June 2010 - February 2014
SVB Financial Group June 2010 - February 2014
Zions Bancorporation 2006 - 2009
Zions Bancorporation 2000 - July 2006
Boise Cascade Office Products 1997 - 2000
Office Depot 1996 - 1997
Crown Label Company 1995 - 1996
Martins Stationers 1993 - 1995
Skills
Team Building, Risk Management, Sourcing, Vendor Management, Relationship Management, Process Improvement, Negotiation, Contract Negotiation, Procurement, Strategic Planning, Program Management, Management, Analysis, Leadership, Team Leadership, Project Management, Entrepreneurship, Purchasing, Supply Chain, Contract Management, Software Documentation, ERP, Marketing, Cross-functional Team..., Sales, Strategy, Finance, Business Process..., Pricing, Business Development, Executive Management, Change Management, Forecasting, Analytics, Operations Management, Outsourcing, Business Planning, Business Analysis, Training, Budgets, Business Strategy, Banking, Policy, Financial Analysis, CRM, Mergers & Acquisitions, Strategic Sourcing, Team Management, Competitive Analysis, Management Consulting
Education
Brigham Young University
BS, Pre-Medicine/Pre-Medical Studies
Bountiful High School
Graduated, Theoretical and Mathematical Physics
SVB Financial Group June 2010 - February 2014
SVB Financial Group June 2010 - February 2014
SVB Financial Group June 2010 - February 2014
Zions Bancorporation 2006 - 2009
Zions Bancorporation 2000 - July 2006
Boise Cascade Office Products 1997 - 2000
Office Depot 1996 - 1997
Crown Label Company 1995 - 1996
Martins Stationers 1993 - 1995
Skills
Team Building, Risk Management, Sourcing, Vendor Management, Relationship Management, Process Improvement, Negotiation, Contract Negotiation, Procurement, Strategic Planning, Program Management, Management, Analysis, Leadership, Team Leadership, Project Management, Entrepreneurship, Purchasing, Supply Chain, Contract Management, Software Documentation, ERP, Marketing, Cross-functional Team..., Sales, Strategy, Finance, Business Process..., Pricing, Business Development, Executive Management, Change Management, Forecasting, Analytics, Operations Management, Outsourcing, Business Planning, Business Analysis, Training, Budgets, Business Strategy, Banking, Policy, Financial Analysis, CRM, Mergers & Acquisitions, Strategic Sourcing, Team Management, Competitive Analysis, Management Consulting
Education
Brigham Young University
BS, Pre-Medicine/Pre-Medical Studies
Bountiful High School
Graduated, Theoretical and Mathematical Physics
Wesley Kennedy Wesley Kennedy's SVB Financial Group Experience June 2000 - July 2002
Job Founder at Sift Finance
Industry Financial Services
Experience
Sift Finance January 2014 - Present
The Lotus Method April 2014 - Present
Incubate Messenger November 2014 - Present
WCK Consulting LLC January 2009 - Present
iXperienceCT, Investment Banking Institute, Summerfuel November 2007 - Present
Tier1 Research, Thomas Weisel Partners, Green Street Advisors January 2003 - January 2009
SVB Financial Group June 2000 - July 2002
Skills
Investment Banking, Financial Modeling, Venture Capital, Private Equity, Valuation, DCF, Financial Analysis, Capital IQ, Equities, Corporate Finance, Mergers & Acquisitions, Equity Research, Capital Markets, M&A experience, Due Diligence, LBO, Investments, Start-ups, Business Strategy, Business Valuation, Finance, Hedge Funds, Emerging Markets, Structured Finance, Bloomberg, Fixed Income, Alternative Investments, Leveraged Finance, Banking, Corporate Development, Restructuring, Portfolio Management, Asset Management
Education
Santa Clara University 1995 — 1999
Bachelor of Science (BS), Mathematics
Golden Gate University 1999 — 2001
Master of Science (MS), Economics
Sift Finance January 2014 - Present
The Lotus Method April 2014 - Present
Incubate Messenger November 2014 - Present
WCK Consulting LLC January 2009 - Present
iXperienceCT, Investment Banking Institute, Summerfuel November 2007 - Present
Tier1 Research, Thomas Weisel Partners, Green Street Advisors January 2003 - January 2009
SVB Financial Group June 2000 - July 2002
Skills
Investment Banking, Financial Modeling, Venture Capital, Private Equity, Valuation, DCF, Financial Analysis, Capital IQ, Equities, Corporate Finance, Mergers & Acquisitions, Equity Research, Capital Markets, M&A experience, Due Diligence, LBO, Investments, Start-ups, Business Strategy, Business Valuation, Finance, Hedge Funds, Emerging Markets, Structured Finance, Bloomberg, Fixed Income, Alternative Investments, Leveraged Finance, Banking, Corporate Development, Restructuring, Portfolio Management, Asset Management
Education
Santa Clara University 1995 — 1999
Bachelor of Science (BS), Mathematics
Golden Gate University 1999 — 2001
Master of Science (MS), Economics
Iris Hit-Shagir Iris Hit-Shagir's SVB Financial Group Experience February 2010 - September 2012
Job ◆ Information Technology ◆ Operational Excellence ◆ Project Management ◆ Talent Management
Industry Information Technology and Services
Experience
Didalio October 2012 - Present
SVB Financial Group February 2010 - September 2012
SVB Financial Group January 2007 - January 2010
SVB Financial Group 2009 - 2010
Silicon Valley Bank February 2005 - February 2007
Netliant December 1999 - December 2004
Skills
Operational Excellence, Organizational..., Project Management, Information Technology..., Operational Efficiency, Cross-functional Team..., Program Management, Multi-Cultural Team..., Product Management, Business Process..., Vendor Management, Process Improvement, IT Project Lifecycle, Talent Management, Portfolio Management, Business Intelligence, Large Budget Management, Business Strategy, Financial Services, Executive Management, E-commerce, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Management, Information Technology, Financial Analysis, Change Management, Governance, Analytics, Mergers, Management Consulting, Business Continuity, Business Analysis, IT Strategy, Cloud Computing, Valuation, Banking, Leadership, Enterprise Software, Integration, Enterprise Architecture, Venture Capital, Strategy Implementation, Strategic Partner..., Software Project...
Education
University of California, Santa Cruz 1995 — 1996
Certification
ORT Colleges 1987 — 1988
Practical Engineer
Didalio October 2012 - Present
SVB Financial Group February 2010 - September 2012
SVB Financial Group January 2007 - January 2010
SVB Financial Group 2009 - 2010
Silicon Valley Bank February 2005 - February 2007
Netliant December 1999 - December 2004
Skills
Operational Excellence, Organizational..., Project Management, Information Technology..., Operational Efficiency, Cross-functional Team..., Program Management, Multi-Cultural Team..., Product Management, Business Process..., Vendor Management, Process Improvement, IT Project Lifecycle, Talent Management, Portfolio Management, Business Intelligence, Large Budget Management, Business Strategy, Financial Services, Executive Management, E-commerce, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Management, Information Technology, Financial Analysis, Change Management, Governance, Analytics, Mergers, Management Consulting, Business Continuity, Business Analysis, IT Strategy, Cloud Computing, Valuation, Banking, Leadership, Enterprise Software, Integration, Enterprise Architecture, Venture Capital, Strategy Implementation, Strategic Partner..., Software Project...
Education
University of California, Santa Cruz 1995 — 1996
Certification
ORT Colleges 1987 — 1988
Practical Engineer
Derek Ridgley Derek Ridgley's SVB Financial Group Experience January 2014 - Present
Job Credit Risk Officer at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group January 2014 - Present
Silicon Valley bank March 2008 - December 2013
Silicon Valley Bank December 2005 - February 2008
Oregon Entrepreneurs Network January 2001 - December 2005
Silicon Valley Bank May 2002 - November 2005
Software Association of Oregon January 2002 - December 2004
Silicon Valley Bank June 1997 - April 2002
US Bank January 1987 - May 1997
Skills
Venture Capital, Start-ups, Mergers, Entrepreneurship, Business Strategy, Due Diligence, Strategic Planning, Business Development, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Management
Education
Cornell University 1982 — 1986
BA, History & Political Science
SVB Financial Group January 2014 - Present
Silicon Valley bank March 2008 - December 2013
Silicon Valley Bank December 2005 - February 2008
Oregon Entrepreneurs Network January 2001 - December 2005
Silicon Valley Bank May 2002 - November 2005
Software Association of Oregon January 2002 - December 2004
Silicon Valley Bank June 1997 - April 2002
US Bank January 1987 - May 1997
Skills
Venture Capital, Start-ups, Mergers, Entrepreneurship, Business Strategy, Due Diligence, Strategic Planning, Business Development, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Management
Education
Cornell University 1982 — 1986
BA, History & Political Science
Marcus Anderson's SVB Financial Group Experience January 2013 - November 2014
Job Credit Analyst at Brookline Bancorp
Industry Financial Services
Experience
Apeel, LLC April 2015 - Present
Brookline Bank December 2014 - Present
Two Comma Photography November 2014 - Present
SVB Financial Group January 2013 - November 2014
Office of Connecticut State Treasury June 2012 - August 2012
Travelers July 2011 - August 2011
Office of Connecticut State Treasury June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Teamwork, HTML, English, People Skills, Internships, Spanish, Business Intelligence, Business Analysis, Commercial Banking, Investment Banking
Education
Grambling State University 2008 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.2
Apeel, LLC April 2015 - Present
Brookline Bank December 2014 - Present
Two Comma Photography November 2014 - Present
SVB Financial Group January 2013 - November 2014
Office of Connecticut State Treasury June 2012 - August 2012
Travelers July 2011 - August 2011
Office of Connecticut State Treasury June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Teamwork, HTML, English, People Skills, Internships, Spanish, Business Intelligence, Business Analysis, Commercial Banking, Investment Banking
Education
Grambling State University 2008 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.2
Jonathan (邝逸文) Kwong's SVB Financial Group Experience July 2008 - August 2008
Job Equity Research Analyst at Internet Securities, Inc.
Industry Financial Services
Experience
Internet Securities, Inc. April 2015 - Present
Suning Commerce R&D Center USA, Inc. November 2014 - February 2015
Neusoft Corporation August 2010 - May 2014
Palace Hotel June 2009 - July 2009
SVB Financial Group July 2008 - August 2008
VIA Pharmaceuticals May 2006 - July 2008
Skills
Chinese, Cantonese, Mandarin, Japanese, HTML, Quickbooks, Bloomberg Terminal, Analysis, Mergers & Acquisitions, Microsoft Excel, Business Development, Cloud Computing, Finance, Financial Analysis, QuickBooks, Strategy, Microsoft Office
Education
East China Normal University
Chinese Business, Language, and Culture
Purdue University
Bachelor of Science (B.S.), Financial Counseling and Planning, Asian Studies
Woodside Priory School
High School
Internet Securities, Inc. April 2015 - Present
Suning Commerce R&D Center USA, Inc. November 2014 - February 2015
Neusoft Corporation August 2010 - May 2014
Palace Hotel June 2009 - July 2009
SVB Financial Group July 2008 - August 2008
VIA Pharmaceuticals May 2006 - July 2008
Skills
Chinese, Cantonese, Mandarin, Japanese, HTML, Quickbooks, Bloomberg Terminal, Analysis, Mergers & Acquisitions, Microsoft Excel, Business Development, Cloud Computing, Finance, Financial Analysis, QuickBooks, Strategy, Microsoft Office
Education
East China Normal University
Chinese Business, Language, and Culture
Purdue University
Bachelor of Science (B.S.), Financial Counseling and Planning, Asian Studies
Woodside Priory School
High School
Tyler Renzi Tyler Renzi's SVB Financial Group Experience June 2009 - August 2009
Job 2016 MBA Candidate at Duke University, The Fuqua School of Business
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
Canaccord Genuity Inc. September 2011 - June 2014
FactSet Research Systems July 2010 - August 2011
Arizona Athletics August 2009 - May 2010
SVB Financial Group June 2009 - August 2009
SVB Financial Group June 2008 - August 2008
Skills
Investment Banking, Hedge Funds, Derivatives, Investment Management, Equity Trading, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Investments, Mergers, Equity Research, Equities, Bloomberg, Asset Management, Capital Markets, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Eller College of Management, Honors College, The University of Arizona 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of Arizona 2006 — 2010
Bachelor of Science, Finance
Goldman Sachs June 2015 - August 2015
Canaccord Genuity Inc. September 2011 - June 2014
FactSet Research Systems July 2010 - August 2011
Arizona Athletics August 2009 - May 2010
SVB Financial Group June 2009 - August 2009
SVB Financial Group June 2008 - August 2008
Skills
Investment Banking, Hedge Funds, Derivatives, Investment Management, Equity Trading, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Investments, Mergers, Equity Research, Equities, Bloomberg, Asset Management, Capital Markets, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Eller College of Management, Honors College, The University of Arizona 2006 — 2010
Bachelor of Science, Business Administration; Finance
University of Arizona 2006 — 2010
Bachelor of Science, Finance
Jane Xu Jane Xu's SVB Financial Group Experience April 2012 - October 2012
Job Sr. Staffing Coordinator at Rambus
Industry Human Resources
Experience
Rambus February 2015 - Present
Rambus February 2014 - February 2015
Rambus June 2013 - February 2014
Asquare February 2013 - June 2013
SVB Financial Group April 2012 - October 2012
California Children Services, Juana Briones Medical Therapy Unit December 2010 - July 2011
Education
San Jose State University 2010 — 2013
Business Administration - Human Resources Management, Senior
De Anza College 2007 — 2010
AA, Biology
Monta Vista High School 2003 — 2007
Rambus February 2015 - Present
Rambus February 2014 - February 2015
Rambus June 2013 - February 2014
Asquare February 2013 - June 2013
SVB Financial Group April 2012 - October 2012
California Children Services, Juana Briones Medical Therapy Unit December 2010 - July 2011
Education
San Jose State University 2010 — 2013
Business Administration - Human Resources Management, Senior
De Anza College 2007 — 2010
AA, Biology
Monta Vista High School 2003 — 2007
Tejinder (TJ) Singh Tejinder (TJ) Singh's SVB Financial Group Experience September 2008 - March 2010
Job Financial and Investment Analysis
Industry Investment Management
Experience
Miven Family Office August 2013 - August 2014
Sprott Global Resource Investments Ltd. September 2012 - April 2013
SVB Financial Group September 2008 - March 2010
Sand Hill Advisors October 2007 - October 2008
Credit Suisse June 2006 - October 2007
Skills
Financial Analysis, Investment Management, Financial Services, Relationship Management, Portfolio Management, Trade Operations, Investment Compliance, Operational Due..., Portfolio Performance..., Investment Advisor..., Asset Managment, Fixed Income, Equities, Mutual Funds, Restricted Stock, Asset Allocation, Equity Trading, Business Analysis, Business Process..., Strategic Planning, Internal Controls, Business Continuity..., SOX Compliancy, Advent, APX, Axys, Charles River IMS, Bloomberg, Microsoft Word, Microsoft Excel, Revenue Recognition, Revenue Analysis, Client Education, Client Relations Skills, Client Liaison, Manage Client..., Business Relationship..., Vendor Relationships, Vendor Management Skills, Investments, Accounting, Corporate Finance, Risk Analytics, Hedge Funds, Analytics, Account Reconciliation, Securities, Trading
Education
St. Mary's College of California 2006 — 2008
Master's Degree, Financial Analysis and Investment Management
California State University-Fullerton - College of Business and Economics 1997 — 2002
Bachelors of Arts, Business Administration Finance
Miven Family Office August 2013 - August 2014
Sprott Global Resource Investments Ltd. September 2012 - April 2013
SVB Financial Group September 2008 - March 2010
Sand Hill Advisors October 2007 - October 2008
Credit Suisse June 2006 - October 2007
Skills
Financial Analysis, Investment Management, Financial Services, Relationship Management, Portfolio Management, Trade Operations, Investment Compliance, Operational Due..., Portfolio Performance..., Investment Advisor..., Asset Managment, Fixed Income, Equities, Mutual Funds, Restricted Stock, Asset Allocation, Equity Trading, Business Analysis, Business Process..., Strategic Planning, Internal Controls, Business Continuity..., SOX Compliancy, Advent, APX, Axys, Charles River IMS, Bloomberg, Microsoft Word, Microsoft Excel, Revenue Recognition, Revenue Analysis, Client Education, Client Relations Skills, Client Liaison, Manage Client..., Business Relationship..., Vendor Relationships, Vendor Management Skills, Investments, Accounting, Corporate Finance, Risk Analytics, Hedge Funds, Analytics, Account Reconciliation, Securities, Trading
Education
St. Mary's College of California 2006 — 2008
Master's Degree, Financial Analysis and Investment Management
California State University-Fullerton - College of Business and Economics 1997 — 2002
Bachelors of Arts, Business Administration Finance
Juan Queralt Juan Queralt's SVB Financial Group Experience August 2009 - Present
Job Senior Advisor Global Treasury & Payments at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group August 2009 - Present
Regions Bank August 2006 - July 2008
JP Morgan Chase Bank July 2004 - July 2006
JPMorgan Chase Bank October 1993 - June 2004
JPMorgan Chase Bank May 1986 - September 1993
RepublicBank Dallas June 1982 - April 1986
Skills
Treasury Management, Commercial Banking, Business Development, Financial Services, Strategy, Investments, Management, Financial Analysis, Risk Management, Leadership, Mergers & Acquisitions
Education
Thunderbird, The Garvin School of International Management 1978 — 1980
MBA, Marketing/Portuguese
Colby College 1974 — 1978
Bachelor of Arts, Political Science/French
SVB Financial Group August 2009 - Present
Regions Bank August 2006 - July 2008
JP Morgan Chase Bank July 2004 - July 2006
JPMorgan Chase Bank October 1993 - June 2004
JPMorgan Chase Bank May 1986 - September 1993
RepublicBank Dallas June 1982 - April 1986
Skills
Treasury Management, Commercial Banking, Business Development, Financial Services, Strategy, Investments, Management, Financial Analysis, Risk Management, Leadership, Mergers & Acquisitions
Education
Thunderbird, The Garvin School of International Management 1978 — 1980
MBA, Marketing/Portuguese
Colby College 1974 — 1978
Bachelor of Arts, Political Science/French
Bob Swinamer Bob Swinamer's SVB Financial Group Experience January 2014 - Present
Job Strategic Leadership in Delivering BestinClass Risk Management
Industry Financial Services
Experience
SVB Financial Group January 2014 - Present
State Street Bank 2011 - December 2013
State Street Bank and Trust Co. of New Hampshire 2008 - December 2013
State Street Bank 2007 - 2011
Brown Brothers Harriman 2000 - 2007
BankBoston 1990 - 1999
Digital Equipment Corporation 1987 - 1990
Skills
Operational Risk, Enterprise Risk..., Process Improvement, Risk Assessments, Risk Reporting, Risk Dashboards, Risk Management, Cross-functional Team..., Due Diligence, Board Advisor, Client Presentations, Globalization/Off-shorin..., Strategic Risk..., Risk Management Training, Risk Policy Development, Global Risk Oversight..., Transformational Change, International..., Collaborative Problem..., Industry Speaker, Risk Assessment, Change Management, Portfolio Management, Financial Services, Finance, Capital Markets, Governance, Internal Controls, @Risk, Client Presentation, Industrial Sector, Financial Risk, Strategy, Equities
Education
Bentley University
B.S., Accounting
Bentley University - Elkin B. McCallum Graduate School of Business
MBA, International Business
Columbia University - Columbia Business School
Advanced Management Program
SVB Financial Group January 2014 - Present
State Street Bank 2011 - December 2013
State Street Bank and Trust Co. of New Hampshire 2008 - December 2013
State Street Bank 2007 - 2011
Brown Brothers Harriman 2000 - 2007
BankBoston 1990 - 1999
Digital Equipment Corporation 1987 - 1990
Skills
Operational Risk, Enterprise Risk..., Process Improvement, Risk Assessments, Risk Reporting, Risk Dashboards, Risk Management, Cross-functional Team..., Due Diligence, Board Advisor, Client Presentations, Globalization/Off-shorin..., Strategic Risk..., Risk Management Training, Risk Policy Development, Global Risk Oversight..., Transformational Change, International..., Collaborative Problem..., Industry Speaker, Risk Assessment, Change Management, Portfolio Management, Financial Services, Finance, Capital Markets, Governance, Internal Controls, @Risk, Client Presentation, Industrial Sector, Financial Risk, Strategy, Equities
Education
Bentley University
B.S., Accounting
Bentley University - Elkin B. McCallum Graduate School of Business
MBA, International Business
Columbia University - Columbia Business School
Advanced Management Program
Honglin (Apple) Ren Honglin (Apple) Ren's SVB Financial Group Experience March 2011 - June 2011
Job Finance PhD Student at Georgia State University
Industry Financial Services
Experience
SVB Financial Group March 2011 - June 2011
APCO Worldwide November 2010 - December 2010
Citi October 2010 - October 2010
GE July 2010 - September 2010
Bank of Shanghai January 2010 - February 2010
Skills
Matlab, SAS, Stata, Excel, Event Planning, Market Research, Financial Analysis, LaTeX, Microsoft Excel, Corporate Finance, Data Analysis, Entrepreneurship, Risk Management, Bloomberg, Finance, Financial Modeling, PowerPoint, Microsoft Office
Education
Georgia State University 2013 — 2018
Doctor of Philosophy (PhD), Finance
Syracuse University 2011 — 2012
Master's Degree, Finance
Fudan University 2007 — 2011
Bachelor, Finance
University of California,Irvine 2009 — 2009
Exchange Program, Economics
SVB Financial Group March 2011 - June 2011
APCO Worldwide November 2010 - December 2010
Citi October 2010 - October 2010
GE July 2010 - September 2010
Bank of Shanghai January 2010 - February 2010
Skills
Matlab, SAS, Stata, Excel, Event Planning, Market Research, Financial Analysis, LaTeX, Microsoft Excel, Corporate Finance, Data Analysis, Entrepreneurship, Risk Management, Bloomberg, Finance, Financial Modeling, PowerPoint, Microsoft Office
Education
Georgia State University 2013 — 2018
Doctor of Philosophy (PhD), Finance
Syracuse University 2011 — 2012
Master's Degree, Finance
Fudan University 2007 — 2011
Bachelor, Finance
University of California,Irvine 2009 — 2009
Exchange Program, Economics
Brendan Quinn Brendan Quinn's SVB Financial Group Experience February 2011 - Present
Job SVB Financial Group
Industry Banking
Experience
SVB Financial Group February 2011 - Present
Silicon Valley Bank Financial Group September 2010 - December 2013
Silicon Valley Bank August 2007 - September 2010
Silicon Valley Bank June 2006 - August 2007
McCary Stevens May 2005 - September 2005
Skills
Financial Analysis, Financial Modeling, Deal Structuring, Deals, Deal Execution, Deal Sourcing, Venture Capital, Private Equity, Valuation, Investments, Negotiation, Credit, Corporate Finance, Due Diligence, Underwriting, Mergers
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2012
MBA
College of the Holy Cross 2002 — 2006
BA, Economics
SVB Financial Group February 2011 - Present
Silicon Valley Bank Financial Group September 2010 - December 2013
Silicon Valley Bank August 2007 - September 2010
Silicon Valley Bank June 2006 - August 2007
McCary Stevens May 2005 - September 2005
Skills
Financial Analysis, Financial Modeling, Deal Structuring, Deals, Deal Execution, Deal Sourcing, Venture Capital, Private Equity, Valuation, Investments, Negotiation, Credit, Corporate Finance, Due Diligence, Underwriting, Mergers
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2012
MBA
College of the Holy Cross 2002 — 2006
BA, Economics
Logan Hurst Logan Hurst's SVB Financial Group Experience April 2014 - June 2015
Job Research Analyst at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management June 2015 - Present
SVB Financial Group April 2014 - June 2015
ASU Student Investment Management Fund August 2013 - May 2014
Equity Methods January 2014 - April 2014
Ironwood Investment Counsel, LLC May 2013 - April 2014
ViaWest Properties January 2013 - May 2013
Lionbridge May 2009 - February 2010
Skills
Microsoft Excel, Investments, Value Investing, Bloomberg, Equity Research, PowerPoint, Microsoft Office, Social Media, Valuation, Portfolio Management, Public Speaking, Leadership, Research, Financial Analysis, Microsoft Word, Data Management, Equities, Fine Dining
Education
Arizona State University 2012 — 2014
BS, Finance
Azusa Pacific University 2009 — 2012
Finance
Voya Investment Management June 2015 - Present
SVB Financial Group April 2014 - June 2015
ASU Student Investment Management Fund August 2013 - May 2014
Equity Methods January 2014 - April 2014
Ironwood Investment Counsel, LLC May 2013 - April 2014
ViaWest Properties January 2013 - May 2013
Lionbridge May 2009 - February 2010
Skills
Microsoft Excel, Investments, Value Investing, Bloomberg, Equity Research, PowerPoint, Microsoft Office, Social Media, Valuation, Portfolio Management, Public Speaking, Leadership, Research, Financial Analysis, Microsoft Word, Data Management, Equities, Fine Dining
Education
Arizona State University 2012 — 2014
BS, Finance
Azusa Pacific University 2009 — 2012
Finance
Katrina Young's SVB Financial Group Experience February 2006 - Present
Job Commercial Lender to the Wine Industry
Industry Financial Services
Experience
SVB Financial Group February 2006 - Present
Skills
Banking
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science, Business
SVB Financial Group February 2006 - Present
Skills
Banking
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science, Business
Noriel Campos, CFA Noriel Campos, CFA's SVB Financial Group Experience December 2014 - Present
Job Portfolio Advisor, SVB Asset Management
Industry Investment Management
Experience
SVB Financial Group December 2014 - Present
Consulting July 2013 - December 2014
Wells Fargo January 2007 - August 2012
Wells Fargo June 2004 - December 2006
Skills
Investments, Portfolio Management, Asset Allocation, Hedge Funds, Equities, Fixed Income, Investment Management, Bonds, Economics, Alternative Investments, Mutual Funds, Financial Analysis, Trading, Securities, Wealth Management, Investment Strategies, Bloomberg, Investment Advisory, Strategic Financial..., French, Financial Modeling, Asset Management, Emerging Markets, ETFs, Cultural Awareness, Equity Research, Bloomberg Terminal, Private Equity, Wealth Management..., Valuation, Capital Markets, English, Spanish,..., Asset Managment, Microsoft Excel
Education
University of Houston 1998 — 2003
B.A., 2004, Political Science
Georgetown University
Political and Economic Systems, Political and Economic Systems
Long Island University, Brooklyn Campus 2001 — 2001
National Honors Semester
SVB Financial Group December 2014 - Present
Consulting July 2013 - December 2014
Wells Fargo January 2007 - August 2012
Wells Fargo June 2004 - December 2006
Skills
Investments, Portfolio Management, Asset Allocation, Hedge Funds, Equities, Fixed Income, Investment Management, Bonds, Economics, Alternative Investments, Mutual Funds, Financial Analysis, Trading, Securities, Wealth Management, Investment Strategies, Bloomberg, Investment Advisory, Strategic Financial..., French, Financial Modeling, Asset Management, Emerging Markets, ETFs, Cultural Awareness, Equity Research, Bloomberg Terminal, Private Equity, Wealth Management..., Valuation, Capital Markets, English, Spanish,..., Asset Managment, Microsoft Excel
Education
University of Houston 1998 — 2003
B.A., 2004, Political Science
Georgetown University
Political and Economic Systems, Political and Economic Systems
Long Island University, Brooklyn Campus 2001 — 2001
National Honors Semester
Kyle Morham Kyle Morham's SVB Financial Group Experience September 2005 - June 2010
Job Sales Team Leader at drchrono
Industry Information Technology and Services
Experience
drchrono November 2014 - Present
drchrono November 2012 - Present
Zipcar February 2012 - November 2012
Skip Barber Racing School June 2010 - January 2012
SVB Financial Group September 2005 - June 2010
Skills
Sales, Sales Process, SaaS, Business Planning, Mobile Applications, Sustainable Business, Strategic Sales Plans, Leadership, Market Research, Team Building, Management, Business Development, Cloud Computing, Sales Operations, New Business Development, Selling, Analytics, Enterprise Software, Mobile Devices, Salesforce.com, CRM
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelors of Science
drchrono November 2014 - Present
drchrono November 2012 - Present
Zipcar February 2012 - November 2012
Skip Barber Racing School June 2010 - January 2012
SVB Financial Group September 2005 - June 2010
Skills
Sales, Sales Process, SaaS, Business Planning, Mobile Applications, Sustainable Business, Strategic Sales Plans, Leadership, Market Research, Team Building, Management, Business Development, Cloud Computing, Sales Operations, New Business Development, Selling, Analytics, Enterprise Software, Mobile Devices, Salesforce.com, CRM
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelors of Science
Nick de Porcel Nick de Porcel's SVB Financial Group Experience October 2010 - March 2013
Job CEO at NickdepEnterprises
Industry Human Resources
Experience
NickdepEnterprises July 2013 - Present
Alcazar Motion Pictures, LLC June 2009 - Present
ParkAQ.com 1997 - Present
SVB Financial Group October 2010 - March 2013
West Coast Executive Compensation Group 1995 - April 2012
Tyco Federal Credit Union 1988 - March 2011
Lam Research Corporation April 2007 - May 2009
Williams-Sonoma, Inc. October 2005 - March 2007
Wells Fargo 1995 - 2005
Raychem 1986 - 1995
Skills
Internal Communications, Employee Benefits, Equity Compensation, Compensation, HRIS, Benefits, Mergers, Strategic Planning, Executive Management, Budgeting, Due Diligence, Problem Solving, Process Improvement, Mentoring, Spanish, International Business, Research, Executive Pay, Deferred Compensation, Management, Entrepreneurship, Strategy, Budgets, Training, Mergers & Acquisitions, Organizational..., Start-ups, Coaching, Management Consulting, Executive Coaching, Program Management, Performance Management, Succession Planning, Talent Acquisition, Vendor Management, Incentive Programs, Venture Capital, Executive Search, Organizational Design, Personnel Management, Talent Management, Leadership Development, Recruiting, Employee Engagement, Interviews, Organizational...
Education
California State University-Sacramento 1982 — 1984
B.S., Intl Business
NickdepEnterprises July 2013 - Present
Alcazar Motion Pictures, LLC June 2009 - Present
ParkAQ.com 1997 - Present
SVB Financial Group October 2010 - March 2013
West Coast Executive Compensation Group 1995 - April 2012
Tyco Federal Credit Union 1988 - March 2011
Lam Research Corporation April 2007 - May 2009
Williams-Sonoma, Inc. October 2005 - March 2007
Wells Fargo 1995 - 2005
Raychem 1986 - 1995
Skills
Internal Communications, Employee Benefits, Equity Compensation, Compensation, HRIS, Benefits, Mergers, Strategic Planning, Executive Management, Budgeting, Due Diligence, Problem Solving, Process Improvement, Mentoring, Spanish, International Business, Research, Executive Pay, Deferred Compensation, Management, Entrepreneurship, Strategy, Budgets, Training, Mergers & Acquisitions, Organizational..., Start-ups, Coaching, Management Consulting, Executive Coaching, Program Management, Performance Management, Succession Planning, Talent Acquisition, Vendor Management, Incentive Programs, Venture Capital, Executive Search, Organizational Design, Personnel Management, Talent Management, Leadership Development, Recruiting, Employee Engagement, Interviews, Organizational...
Education
California State University-Sacramento 1982 — 1984
B.S., Intl Business
Kevin T. Nguyen Kevin T. Nguyen's SVB Financial Group Experience September 2015 - Present
Job Infrastructure Engineer IV at SVB Financial Group
Industry Banking
Experience
SVB Financial Group September 2015 - Present
SVB Financial Group September 2009 - September 2015
SVB Financial Group April 2003 - September 2009
Silicon Valley Bank December 1999 - April 2003
Pacific Health Care June 1997 - December 1999
Skills
Storage, Virtualization, Disaster Recovery, Data Center, Cloud Computing, Storage Area Networks, SAN, Servers, High Availability, Windows Server, Cisco Technologies, Storage Virtualization, Enterprise Storage, Business Continuity, Integration, VDI, Cisco UCS, VMware Infrastructure, HDS, EMC2, VMware Certified..., SNIA Certified Storage..., SDLC, Security, Enterprise Software, VMware, EMC Storage, Networking, Infrastructure, VMware ESX
Education
San Jose State University
University of Phoenix
De Anza College
UNITED STATES ARMY
SVB Financial Group September 2015 - Present
SVB Financial Group September 2009 - September 2015
SVB Financial Group April 2003 - September 2009
Silicon Valley Bank December 1999 - April 2003
Pacific Health Care June 1997 - December 1999
Skills
Storage, Virtualization, Disaster Recovery, Data Center, Cloud Computing, Storage Area Networks, SAN, Servers, High Availability, Windows Server, Cisco Technologies, Storage Virtualization, Enterprise Storage, Business Continuity, Integration, VDI, Cisco UCS, VMware Infrastructure, HDS, EMC2, VMware Certified..., SNIA Certified Storage..., SDLC, Security, Enterprise Software, VMware, EMC Storage, Networking, Infrastructure, VMware ESX
Education
San Jose State University
University of Phoenix
De Anza College
UNITED STATES ARMY
Morgan Elliott, ACPC, ACC Morgan Elliott, ACPC, ACC's SVB Financial Group Experience 2008 - 2010
Job Principal at ElliottGrayson LLC
Industry Information Technology and Services
Experience
ElliottGrayson, LLC May 2006 - Present
360 Wealth Management, Inc 2010 - 2012
SVB Financial Group 2008 - 2010
LoanCity April 2005 - May 2006
Wells Fargo January 1996 - April 2005
New York Life 1994 - 1996
Firemans Fund Insurance Company 1990 - 1994
Skills
Databases, Leadership, Management Consulting, Sales, Business Planning, Coaching, Process Improvement, Project Management, Strategy, Change Management, Investments, Finance, Training, Executive Coaching, Banking, Business Process, Risk Management, Leadership Development, Public Speaking, Strategic Planning, Vendor Management, Entrepreneurship, Program Management, Organizational..., Team Leadership, CRM, Executive Management, Management, Business Strategy, Insurance, SDLC, New Business Development, Corporate Communications, Team Building, Business Analysis, SharePoint, Financial Services, Time Management, Start-ups, Business Development, Integration, Business Process..., Sales Management, Workshop Facilitation, Business Coaching, Cross-functional Team..., Mergers & Acquisitions, Analysis, Business Intelligence, Consulting
Education
Boston University 2011 — 2011
Professional Certificate
Adler School of Professional Coaching 2007 — 2008
ACPC
George Mason University 1987 — 1989
BIS
William & Mary 1978 — 1982
BS
McLean HS
ElliottGrayson, LLC May 2006 - Present
360 Wealth Management, Inc 2010 - 2012
SVB Financial Group 2008 - 2010
LoanCity April 2005 - May 2006
Wells Fargo January 1996 - April 2005
New York Life 1994 - 1996
Firemans Fund Insurance Company 1990 - 1994
Skills
Databases, Leadership, Management Consulting, Sales, Business Planning, Coaching, Process Improvement, Project Management, Strategy, Change Management, Investments, Finance, Training, Executive Coaching, Banking, Business Process, Risk Management, Leadership Development, Public Speaking, Strategic Planning, Vendor Management, Entrepreneurship, Program Management, Organizational..., Team Leadership, CRM, Executive Management, Management, Business Strategy, Insurance, SDLC, New Business Development, Corporate Communications, Team Building, Business Analysis, SharePoint, Financial Services, Time Management, Start-ups, Business Development, Integration, Business Process..., Sales Management, Workshop Facilitation, Business Coaching, Cross-functional Team..., Mergers & Acquisitions, Analysis, Business Intelligence, Consulting
Education
Boston University 2011 — 2011
Professional Certificate
Adler School of Professional Coaching 2007 — 2008
ACPC
George Mason University 1987 — 1989
BIS
William & Mary 1978 — 1982
BS
McLean HS
TaraPrasad Eswar TaraPrasad Eswar's SVB Financial Group Experience October 2012 - March 2013
Job Funds Management Specialist at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank June 2013 - Present
SVB Financial Group October 2012 - March 2013
Silicon Valley Bank February 2012 - October 2012
Deutsche Bank January 2008 - July 2010
Hewlett Packard Global E November 2006 - January 2008
Skills
Microsoft Excel, Banking, Account Reconciliation, Finance, Access, Derivatives, Accounting, SAP, Analysis, Accounts Payable, Financial Modeling, Corporate Finance, Management
Education
Sri Venkateswara University 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
Bangalore University 2001 — 2004
Bachelor's of Business Management, Finance
Texas Capital Bank June 2013 - Present
SVB Financial Group October 2012 - March 2013
Silicon Valley Bank February 2012 - October 2012
Deutsche Bank January 2008 - July 2010
Hewlett Packard Global E November 2006 - January 2008
Skills
Microsoft Excel, Banking, Account Reconciliation, Finance, Access, Derivatives, Accounting, SAP, Analysis, Accounts Payable, Financial Modeling, Corporate Finance, Management
Education
Sri Venkateswara University 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
Bangalore University 2001 — 2004
Bachelor's of Business Management, Finance
Jamie Foran Jamie Foran's SVB Financial Group Experience September 2009 - February 2010
Job Director, Avanz Capital
Industry Venture Capital & Private Equity
Experience
Avanz Capital Partners Ltd. August 2010 - Present
SVB Financial Group September 2009 - February 2010
SVB Capital February 2007 - September 2009
SVB Capital February 2007 - September 2009
Probitas Partners September 2003 - February 2007
Education
Haslam College of Business at the University of Tennessee 1998 — 2002
BS, Finance
Avanz Capital Partners Ltd. August 2010 - Present
SVB Financial Group September 2009 - February 2010
SVB Capital February 2007 - September 2009
SVB Capital February 2007 - September 2009
Probitas Partners September 2003 - February 2007
Education
Haslam College of Business at the University of Tennessee 1998 — 2002
BS, Finance
Phoebe Theodore's SVB Financial Group Experience October 2013 - July 2015
Job Associate at PwC
Industry Accounting
Experience
PwC August 2015 - Present
SVB Financial Group October 2013 - July 2015
PwC June 2012 - July 2014
RuffaloCODY March 2011 - September 2011
NJ SEEDS June 2009 - August 2011
Skills
Public Speaking, PowerPoint, Recruiting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master's degree, Accounting
Boston College - Carroll School of Management 2010 — 2014
Bachelor's degree, Accounting, Alumna
PwC August 2015 - Present
SVB Financial Group October 2013 - July 2015
PwC June 2012 - July 2014
RuffaloCODY March 2011 - September 2011
NJ SEEDS June 2009 - August 2011
Skills
Public Speaking, PowerPoint, Recruiting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master's degree, Accounting
Boston College - Carroll School of Management 2010 — 2014
Bachelor's degree, Accounting, Alumna
Jordan Solomon's SVB Financial Group Experience 2000 - 2003
Job Vice President, Team Marketing and Business Operations (TMBO) at National Basketball Association (NBA)
Industry Management Consulting
Experience
National Basketball Association February 2014 - Present
McKinsey & Company 2006 - January 2014
SVB Financial Group 2000 - 2003
Skills
Venture Capital, Management Consulting, Operational Improvement, Asset Managment, Corporate Development, Private Equity, Investments, Strategy, Fixed Income, Emerging Markets, Business Strategy, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Services, Mergers & Acquisitions, Growth Strategies, Asset Management, Entrepreneurship, Building Relationships, Operational Excellence
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2006
MBA
Harvard University Kennedy School of Government 2003 — 2006
MPA
Wisconsin
Wisconsin
National Basketball Association February 2014 - Present
McKinsey & Company 2006 - January 2014
SVB Financial Group 2000 - 2003
Skills
Venture Capital, Management Consulting, Operational Improvement, Asset Managment, Corporate Development, Private Equity, Investments, Strategy, Fixed Income, Emerging Markets, Business Strategy, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Services, Mergers & Acquisitions, Growth Strategies, Asset Management, Entrepreneurship, Building Relationships, Operational Excellence
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2006
MBA
Harvard University Kennedy School of Government 2003 — 2006
MPA
Wisconsin
Wisconsin
Jeffery McMahon Jeffery McMahon's SVB Financial Group Experience April 2013 - Present
Job Director FP&A at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group April 2013 - Present
ATB Financial January 2011 - April 2013
ATB Financial June 2007 - January 2011
ATB Financial November 2005 - June 2007
BMO Financial Group June 2004 - November 2005
BMO Financial Group May 2003 - June 2004
Skills
Leadership, Financial Analysis, Performance Measurement, Continuous Improvement, Communicate Financial..., Organization /..., Strategic Financial..., Financial Modeling, Finance, Forecasting, Analysis, Business Planning, Strategy, Corporate Finance, Budgets
Education
Brigham Young University 2001 — 2003
Master of Business Administration, Strategy and Finance
Association for Investment Management and Research 1998 — 2001
CFA Designation
Japan America Institute of Management Science 1996 — 1996
Japan Focused Management
University of Alberta
Bachelor of Commerce, Finance, First Class Standings
SVB Financial Group April 2013 - Present
ATB Financial January 2011 - April 2013
ATB Financial June 2007 - January 2011
ATB Financial November 2005 - June 2007
BMO Financial Group June 2004 - November 2005
BMO Financial Group May 2003 - June 2004
Skills
Leadership, Financial Analysis, Performance Measurement, Continuous Improvement, Communicate Financial..., Organization /..., Strategic Financial..., Financial Modeling, Finance, Forecasting, Analysis, Business Planning, Strategy, Corporate Finance, Budgets
Education
Brigham Young University 2001 — 2003
Master of Business Administration, Strategy and Finance
Association for Investment Management and Research 1998 — 2001
CFA Designation
Japan America Institute of Management Science 1996 — 1996
Japan Focused Management
University of Alberta
Bachelor of Commerce, Finance, First Class Standings
Kevin DeCarvalho Kevin DeCarvalho's SVB Financial Group Experience June 2011 - August 2011
Job CEO at DeCar Enterprises
Industry Management Consulting
Experience
DeCar Enterprises August 2015 - Present
Bayview Asset Management, LLC April 2015 - July 2015
Sperry Top-Sider February 2014 - May 2014
Wells Fargo August 2013 - November 2013
Wells Fargo August 2012 - August 2013
Two Rivers Soccer Camp June 2012 - August 2012
University of North Carolina at Chapel Hill August 2010 - May 2012
SVB Financial Group June 2011 - August 2011
UNC Wilson Library August 2010 - May 2011
Element YMCA Summer Camp June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Spanish, Minitab, Social Media, PowerPoint, Research, Facebook, Public Speaking, Microsoft Word, Event Planning, Social Media Marketing, HTML, Leadership, Project Management, Business Analysis, Presentations, Product Adoption, Start-ups, Business Development, Social Networking, Nonprofits, Sales, Entrepreneurship, Time Management
Education
Harvard University 2015 — 2016
Computer Science
University of Pennsylvania - The Wharton School 2014 — 2015
Online MBA Foundation Series, Marketing (Earned Distinction) & Operations Management
University of North Carolina at Chapel Hill Kenan-Flagler School of Business 2010 — 2012
Bachelor of Science (B.S.), Business Administration
Santa Barbara City College 2009 — 2010
Political Economy
Chapman University 2007 — 2009
Business Administration
Los Gatos High School 2004 — 2007
Lexington 1994 — 2000
Advanced Elementary Degree, Fingerpainting and Economics
DeCar Enterprises August 2015 - Present
Bayview Asset Management, LLC April 2015 - July 2015
Sperry Top-Sider February 2014 - May 2014
Wells Fargo August 2013 - November 2013
Wells Fargo August 2012 - August 2013
Two Rivers Soccer Camp June 2012 - August 2012
University of North Carolina at Chapel Hill August 2010 - May 2012
SVB Financial Group June 2011 - August 2011
UNC Wilson Library August 2010 - May 2011
Element YMCA Summer Camp June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Spanish, Minitab, Social Media, PowerPoint, Research, Facebook, Public Speaking, Microsoft Word, Event Planning, Social Media Marketing, HTML, Leadership, Project Management, Business Analysis, Presentations, Product Adoption, Start-ups, Business Development, Social Networking, Nonprofits, Sales, Entrepreneurship, Time Management
Education
Harvard University 2015 — 2016
Computer Science
University of Pennsylvania - The Wharton School 2014 — 2015
Online MBA Foundation Series, Marketing (Earned Distinction) & Operations Management
University of North Carolina at Chapel Hill Kenan-Flagler School of Business 2010 — 2012
Bachelor of Science (B.S.), Business Administration
Santa Barbara City College 2009 — 2010
Political Economy
Chapman University 2007 — 2009
Business Administration
Los Gatos High School 2004 — 2007
Lexington 1994 — 2000
Advanced Elementary Degree, Fingerpainting and Economics
Joseph Sanborn's SVB Financial Group Experience 2004 - 2007
Job Managing Director & Head of Technology at The Jordan Edmiston Group, Inc. ("JEGI")
Industry Investment Banking
Experience
Jordan Edmiston Group July 2014 - Present
Massachusetts Technology Leadership Council 2007 - Present
Rutberg & Company 2007 - June 2014
SVB Financial Group 2004 - 2007
Jefferies & Company 2002 - 2003
Robertson Stephens 1998 - 2002
J.P. Morgan 1995 - 1998
J.P. Morgan 1994 - 1994
United States Senate 1993 - 1993
The White House 1992 - 1993
Skills
Strategic Planning, Mergers & Acquisitions, Investment Banking, Start-ups, Private Equity, Valuation, Portfolio Management, Management, Mergers, Investments, Due Diligence, Corporate Development, Entrepreneurship, Strategy
Education
Harvard University
MPP, Finance, Economics and Business/Government
Georgetown University - The McDonough School of Business
BS, Business
Choate Rosemary Hall
Jordan Edmiston Group July 2014 - Present
Massachusetts Technology Leadership Council 2007 - Present
Rutberg & Company 2007 - June 2014
SVB Financial Group 2004 - 2007
Jefferies & Company 2002 - 2003
Robertson Stephens 1998 - 2002
J.P. Morgan 1995 - 1998
J.P. Morgan 1994 - 1994
United States Senate 1993 - 1993
The White House 1992 - 1993
Skills
Strategic Planning, Mergers & Acquisitions, Investment Banking, Start-ups, Private Equity, Valuation, Portfolio Management, Management, Mergers, Investments, Due Diligence, Corporate Development, Entrepreneurship, Strategy
Education
Harvard University
MPP, Finance, Economics and Business/Government
Georgetown University - The McDonough School of Business
BS, Business
Choate Rosemary Hall
Andrew Smith Andrew Smith's SVB Financial Group Experience 2007 - November 2008
Job Vice President of Enterprise Field Sales, East at Box
Industry Computer Software
Experience
Box February 2015 - Present
Box February 2014 - February 2015
Box September 2012 - February 2014
Box July 2011 - September 2012
Box November 2008 - July 2011
SVB Financial Group 2007 - November 2008
SVB Financial Group 2006 - 2007
Education
Lehigh University
Bachelor of Science (B.S.), Economics
Choate Rosemary Hall
Box February 2015 - Present
Box February 2014 - February 2015
Box September 2012 - February 2014
Box July 2011 - September 2012
Box November 2008 - July 2011
SVB Financial Group 2007 - November 2008
SVB Financial Group 2006 - 2007
Education
Lehigh University
Bachelor of Science (B.S.), Economics
Choate Rosemary Hall
Elango M Elango M's SVB Financial Group Experience March 2014 - Present
Job Infrastructure Engineer/Architect at SVB Financial Group
Industry Information Technology and Services
Experience
SVB Financial Group March 2014 - Present
Digital Insight October 2013 - March 2014
Intuit May 2013 - September 2013
MindTree March 2009 - May 2013
Ocwen Financial Solutions April 2006 - February 2009
Integrated Electric Company Pvt Ltd January 2004 - April 2006
Skills
Oracle, Databases, Oracle RAC, Data Guard, Solution Architecture, RMAN, Linux, PL/SQL, Testing, Servers, Unix Shell Scripting, Unix, Shell Scripting, Performance Tuning, Solaris, MongoDB, Requirements Analysis, SDLC
Education
Bharathiar University 1999 — 2003
BE, ECE
SVB Financial Group March 2014 - Present
Digital Insight October 2013 - March 2014
Intuit May 2013 - September 2013
MindTree March 2009 - May 2013
Ocwen Financial Solutions April 2006 - February 2009
Integrated Electric Company Pvt Ltd January 2004 - April 2006
Skills
Oracle, Databases, Oracle RAC, Data Guard, Solution Architecture, RMAN, Linux, PL/SQL, Testing, Servers, Unix Shell Scripting, Unix, Shell Scripting, Performance Tuning, Solaris, MongoDB, Requirements Analysis, SDLC
Education
Bharathiar University 1999 — 2003
BE, ECE
Sun Choi's SVB Financial Group Experience July 2015 - Present
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
Marc Verissimo Marc Verissimo's SVB Financial Group Experience April 1993 - Present
Job Chief Risk Officer at Silicon Valley Bank
Industry Banking
Experience
SVB Financial Group April 1993 - Present
Silicon Valley Bank 1993 - Present
Skills
Enterprise Risk..., Credit Risk, Portfolio Management, Business Continuity, Risk Mitigation, Loans, Banking, Risk, Risk Management, Credit, Risk Assessment, Governance, Middle Market, Strategic Planning, Financial Risk, Strategy, Commercial Banking, Asset Based Lending, Commercial Lending, Operational Risk..., Credit Analysis, Operational Risk, AML, Corporate Finance, Due Diligence, Treasury Management
Education
Harvard Business School 1980 — 1982
University of California, Davis 1976 — 1978
BS, Agricultural Economics
SVB Financial Group April 1993 - Present
Silicon Valley Bank 1993 - Present
Skills
Enterprise Risk..., Credit Risk, Portfolio Management, Business Continuity, Risk Mitigation, Loans, Banking, Risk, Risk Management, Credit, Risk Assessment, Governance, Middle Market, Strategic Planning, Financial Risk, Strategy, Commercial Banking, Asset Based Lending, Commercial Lending, Operational Risk..., Credit Analysis, Operational Risk, AML, Corporate Finance, Due Diligence, Treasury Management
Education
Harvard Business School 1980 — 1982
University of California, Davis 1976 — 1978
BS, Agricultural Economics
Thiruselvam Rammohan Thiruselvam Rammohan's SVB Financial Group Experience January 2008 - Present
Job Program lead Silicon Valley Bank CA USA
Industry Information Technology and Services
Experience
Silicon Valley Bank June 2013 - Present
SVB Financial Group January 2008 - Present
Cybernet Corporation January 2008 - June 2013
Cybernet Software System September 2005 - December 2007
Synaptris Decisions June 2002 - August 2005
Cybernet Software System October 2000 - May 2002
Babcock Borsig Power systems October 1998 - September 2000
Neyveli Lignite Corporation October 1989 - September 1998
Nettur Technical Training Foundation January 1988 - September 1989
Skills
Pre-sales, Software Project..., PMP, Business Analysis, Requirements Analysis, Vendor Management, Program Management, SDLC, IT Strategy, Business Intelligence, Agile Methodologies, Team Management, Cloud Computing, Solution Architecture, Project Management, SOA, Product Management, Enterprise Architecture, Business Process, Project Governance, Key Account Management, Integration, Project Portfolio..., Management, Project Delivery, Process Improvement, PMO, Outsourcing
Education
Birla Institute of Technology and Science, Pilani 1994 — 1996
MS, Software System
BMS College of Engineering 1982 — 1987
BE, Mechanical Engineering
Silicon Valley Bank June 2013 - Present
SVB Financial Group January 2008 - Present
Cybernet Corporation January 2008 - June 2013
Cybernet Software System September 2005 - December 2007
Synaptris Decisions June 2002 - August 2005
Cybernet Software System October 2000 - May 2002
Babcock Borsig Power systems October 1998 - September 2000
Neyveli Lignite Corporation October 1989 - September 1998
Nettur Technical Training Foundation January 1988 - September 1989
Skills
Pre-sales, Software Project..., PMP, Business Analysis, Requirements Analysis, Vendor Management, Program Management, SDLC, IT Strategy, Business Intelligence, Agile Methodologies, Team Management, Cloud Computing, Solution Architecture, Project Management, SOA, Product Management, Enterprise Architecture, Business Process, Project Governance, Key Account Management, Integration, Project Portfolio..., Management, Project Delivery, Process Improvement, PMO, Outsourcing
Education
Birla Institute of Technology and Science, Pilani 1994 — 1996
MS, Software System
BMS College of Engineering 1982 — 1987
BE, Mechanical Engineering
Lauren Webb's SVB Financial Group Experience May 2011 - August 2011
Job Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2013 - Present
Hughey Center for Financial Services May 2011 - April 2013
Bentley Investment Group September 2009 - April 2013
J.P. Morgan June 2012 - August 2012
SVB Financial Group May 2011 - August 2011
Education
Bentley University 2009 — 2013
Bachelor of Science in Economics-Finance; Liberal Studies Major in Earth, Environment, and Global Sustainability; Minor in Accountancy
Hopkins School 2005 — 2009
J.P. Morgan June 2013 - Present
Hughey Center for Financial Services May 2011 - April 2013
Bentley Investment Group September 2009 - April 2013
J.P. Morgan June 2012 - August 2012
SVB Financial Group May 2011 - August 2011
Education
Bentley University 2009 — 2013
Bachelor of Science in Economics-Finance; Liberal Studies Major in Earth, Environment, and Global Sustainability; Minor in Accountancy
Hopkins School 2005 — 2009
Heather Hayes's SVB Financial Group Experience November 2000 - June 2001
Job Digital Strategy, Marketing Technologist
Industry Computer Software
Experience
Epicor Software October 2014 - Present
Stratasys June 2012 - October 2014
Stratasys January 2011 - June 2012
Stratasys, Inc. March 2008 - January 2011
Stratasys October 2004 - March 2008
Evolved Systems, Inc. September 2001 - August 2004
SVB Financial Group November 2000 - June 2001
SVB Financial Group December 1999 - November 2000
Skills
SEM, PPC, SEO, Lead Generation, Lead Management, Email Marketing, Interactive Marketing, Online Marketing, Marketing Strategy, Social Media Marketing, Vendor Management, Web Analytics, Digital Marketing, Marketing Management, Event Planning, Advertising, B2B, Budgeting, Social Media Measurement, Paid Search Strategy, Strategic Planning, Online Advertising, Marketing, Salesforce.com, Project Management
Education
Concordia College 1997 — 1999
BA
Lbi 1996 — 1997
Epicor Software October 2014 - Present
Stratasys June 2012 - October 2014
Stratasys January 2011 - June 2012
Stratasys, Inc. March 2008 - January 2011
Stratasys October 2004 - March 2008
Evolved Systems, Inc. September 2001 - August 2004
SVB Financial Group November 2000 - June 2001
SVB Financial Group December 1999 - November 2000
Skills
SEM, PPC, SEO, Lead Generation, Lead Management, Email Marketing, Interactive Marketing, Online Marketing, Marketing Strategy, Social Media Marketing, Vendor Management, Web Analytics, Digital Marketing, Marketing Management, Event Planning, Advertising, B2B, Budgeting, Social Media Measurement, Paid Search Strategy, Strategic Planning, Online Advertising, Marketing, Salesforce.com, Project Management
Education
Concordia College 1997 — 1999
BA
Lbi 1996 — 1997
Jeffrey Mazer's SVB Financial Group Experience February 2008 - November 2010
Job Senior Managing Director, Capital Markets and Treasury, at Aequitas Capital
Industry Investment Management
Experience
Aequitas Capital June 2015 - Present
Bank of America Merrill Lynch December 2010 - May 2015
SVB Financial Group February 2008 - November 2010
ACME CAPITAL ADVISORS, LLC 2004 - 2008
LIBRA SECURITIES, LLC 2003 - 2004
ALLSTATE INSURANCE COMPANY 1999 - 2003
ALLSTATE INSURANCE COMPANY 1997 - 1999
ALLSTATE INSURANCE COMPANY 1989 - 1996
AKIN GUMP STRAUSS HAUER & FELD 1987 - 1989
HOGAN & HARTSON 1986 - 1987
Skills
Investments, Cash Management, Portfolio Management, Financial Analysis, Banking, Capital Formation, Strategic Planning, Series 24, Series 7, Series 65, Series 63, Series 53, Chartered Financial..., Investment Strategies, Due Diligence, Restructuring, Financial Advisory, Finance, Insurance, Investment Banking, Capital Markets, Asset Management, Fixed Income, Private Placements, Loans, Structured Finance
Education
Boston University School of Law 1980 — 1983
J.D.
Oberlin College 1975 — 1979
A.B., History and Government
Aequitas Capital June 2015 - Present
Bank of America Merrill Lynch December 2010 - May 2015
SVB Financial Group February 2008 - November 2010
ACME CAPITAL ADVISORS, LLC 2004 - 2008
LIBRA SECURITIES, LLC 2003 - 2004
ALLSTATE INSURANCE COMPANY 1999 - 2003
ALLSTATE INSURANCE COMPANY 1997 - 1999
ALLSTATE INSURANCE COMPANY 1989 - 1996
AKIN GUMP STRAUSS HAUER & FELD 1987 - 1989
HOGAN & HARTSON 1986 - 1987
Skills
Investments, Cash Management, Portfolio Management, Financial Analysis, Banking, Capital Formation, Strategic Planning, Series 24, Series 7, Series 65, Series 63, Series 53, Chartered Financial..., Investment Strategies, Due Diligence, Restructuring, Financial Advisory, Finance, Insurance, Investment Banking, Capital Markets, Asset Management, Fixed Income, Private Placements, Loans, Structured Finance
Education
Boston University School of Law 1980 — 1983
J.D.
Oberlin College 1975 — 1979
A.B., History and Government
Amitabh Awasthi Amitabh Awasthi's SVB Financial Group Experience 2010 - 2011
Job Financial Services & Payments Leader | General Manager
Industry Financial Services
Experience
Visa, Inc. 2015 - Present
Wells Fargo Bank 2014 - 2015
eBIW.com 2013 - 2015
Bank of the West/ BNP Paribas Group 2012 - 2013
SVB Financial Group 2010 - 2011
Wells Fargo Bank 2010 - 2010
Zenius Solutions, Inc. 2009 - 2010
Visa Inc. 2000 - 2009
First Data Corporation 1997 - 2000
MFS Communications Co., Global Resources Ltd. and People's Natural Gas 1994 - 1997
Skills
Business Strategy, Product Development, Product Management, Team Building, Strategic Partnerships, New Business Development, Program Management, Debit Cards, Credit Cards, Mobile Payments, Payment Systems, NFC, Leadership, Cross-functional Team..., Team Leadership, Team Management, Staff Development, Coaching, Product Marketing, Software Project..., Commercial Banking, Payment Cards, Payment Industry, Smart Cards, Commercial Cards, EMV, Merchant Services, Management, Vendor Management, Start-ups, E-payments, Business Development, Strategy, Payment Card Processing, Banking, Integration, Transaction Processing, Cards, Acquiring, Financial Services, Business Planning, Electronic Payments, Relationship Management, Executive Management, Project Management, Portfolio Management, Mobile Devices, Innovation, Payments
Education
University of Nebraska at Omaha
MS
University of Nebraska at Omaha
MBA
Delhi University
M.Sc
Visa, Inc. 2015 - Present
Wells Fargo Bank 2014 - 2015
eBIW.com 2013 - 2015
Bank of the West/ BNP Paribas Group 2012 - 2013
SVB Financial Group 2010 - 2011
Wells Fargo Bank 2010 - 2010
Zenius Solutions, Inc. 2009 - 2010
Visa Inc. 2000 - 2009
First Data Corporation 1997 - 2000
MFS Communications Co., Global Resources Ltd. and People's Natural Gas 1994 - 1997
Skills
Business Strategy, Product Development, Product Management, Team Building, Strategic Partnerships, New Business Development, Program Management, Debit Cards, Credit Cards, Mobile Payments, Payment Systems, NFC, Leadership, Cross-functional Team..., Team Leadership, Team Management, Staff Development, Coaching, Product Marketing, Software Project..., Commercial Banking, Payment Cards, Payment Industry, Smart Cards, Commercial Cards, EMV, Merchant Services, Management, Vendor Management, Start-ups, E-payments, Business Development, Strategy, Payment Card Processing, Banking, Integration, Transaction Processing, Cards, Acquiring, Financial Services, Business Planning, Electronic Payments, Relationship Management, Executive Management, Project Management, Portfolio Management, Mobile Devices, Innovation, Payments
Education
University of Nebraska at Omaha
MS
University of Nebraska at Omaha
MBA
Delhi University
M.Sc
Edinson Diaz's SVB Financial Group Experience 2006 - December 2010
Job CEO at Inner Force LLC.
Industry Sporting Goods
Experience
Lionbridge March 2011 - Present
Inner Force January 2008 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - August 2011
SVB Financial Group 2006 - December 2010
ArQule Inc. 2004 - 2006
Museum of Science, Boston 2001 - 2005
Museum of Science Boston, MA 2001 - 2004
Skills
Project Management
Education
Boston Latin School
Lionbridge March 2011 - Present
Inner Force January 2008 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - August 2011
SVB Financial Group 2006 - December 2010
ArQule Inc. 2004 - 2006
Museum of Science, Boston 2001 - 2005
Museum of Science Boston, MA 2001 - 2004
Skills
Project Management
Education
Boston Latin School
Scott Aleali Scott Aleali's SVB Financial Group Experience July 2007 - Present
Job Managing Director at Silicon Valley Bank (Private Equity and Venture Capital)
Industry Financial Services
Experience
SVB Financial Group July 2007 - Present
Opteum Financial Services July 2004 - July 2007
Skills
Banking, Loans, Investments, Credit Analysis, Credit, Financial Analysis, Asset Based Lending, Private Equity, Portfolio Management, Relationship Management, Venture Capital, Capital Markets, Finance, Valuation, Risk Management, Mortgage Lending, Business Development, Funding, Real Estate, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
California State University-Long Beach 2002 — 2004
Bachelors, Finance, Real Estate and Law
California Polytechnic State University-San Luis Obispo 2000 — 2002
Business Administration
Capistrano Valley High School 1996 — 1999
SVB Financial Group July 2007 - Present
Opteum Financial Services July 2004 - July 2007
Skills
Banking, Loans, Investments, Credit Analysis, Credit, Financial Analysis, Asset Based Lending, Private Equity, Portfolio Management, Relationship Management, Venture Capital, Capital Markets, Finance, Valuation, Risk Management, Mortgage Lending, Business Development, Funding, Real Estate, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
California State University-Long Beach 2002 — 2004
Bachelors, Finance, Real Estate and Law
California Polytechnic State University-San Luis Obispo 2000 — 2002
Business Administration
Capistrano Valley High School 1996 — 1999
Cecily (Vincent) Buell Cecily (Vincent) Buell's SVB Financial Group Experience May 2011 - August 2011
Job Principal at Traverse Point Consulting LLC
Industry Government Administration
Experience
Zions Bank Public Finance May 2012 - April 2015
SVB Financial Group May 2011 - August 2011
Property Solutions International Inc. November 2009 - August 2010
District Office of Congressman Jim Matheson January 2009 - April 2009
Office of Majority Leader Harry Reid, Senate Democratic Communications Center September 2008 - December 2008
Skills
MS Office Suite, SPSS, HTML, LexisNexis, JMP, Microsoft Excel, Stata, Microsoft Office, GIS, MS Project, Research, Market Research, Analysis, Public Policy, International Relations, Data Analysis, Budgets, Economics
Education
Brigham Young University 2010 — 2012
MPA, Masters of Public Administration
Brigham Young University 2006 — 2009
BA, Political Science
Zions Bank Public Finance May 2012 - April 2015
SVB Financial Group May 2011 - August 2011
Property Solutions International Inc. November 2009 - August 2010
District Office of Congressman Jim Matheson January 2009 - April 2009
Office of Majority Leader Harry Reid, Senate Democratic Communications Center September 2008 - December 2008
Skills
MS Office Suite, SPSS, HTML, LexisNexis, JMP, Microsoft Excel, Stata, Microsoft Office, GIS, MS Project, Research, Market Research, Analysis, Public Policy, International Relations, Data Analysis, Budgets, Economics
Education
Brigham Young University 2010 — 2012
MPA, Masters of Public Administration
Brigham Young University 2006 — 2009
BA, Political Science
Jeff Palmer Jeff Palmer's SVB Financial Group Experience February 2009 - March 2013
Job Executive Director EY
Industry Financial Services
Experience
EY September 2015 - Present
GE Capital April 2013 - September 2015
SVB Financial Group February 2009 - March 2013
UBS July 2007 - December 2008
Webster Bank June 2003 - July 2007
Washington Mutual November 1998 - May 2003
Skills
Banking, Financial Modeling, Risk Management, Capital Markets, Portfolio Management, Financial Analysis, Financial Risk, Valuation, Derivatives, Equities, Enterprise Risk..., Bloomberg, Investments, Treasury Management, ALM, Corporate Finance, Treasury, Market Risk, Investment Banking, Basel II, Commercial Banking
Education
EMLYON Business School 2007 — 2007
Strategy, Policy & Planning
The University of Connecticut School of Business 2004 — 2007
MBA, Finance
Whitworth University 1993 — 1995
BA, Business Management
Big Bend Community College 1991 — 1993
AAS, Accounting
EY September 2015 - Present
GE Capital April 2013 - September 2015
SVB Financial Group February 2009 - March 2013
UBS July 2007 - December 2008
Webster Bank June 2003 - July 2007
Washington Mutual November 1998 - May 2003
Skills
Banking, Financial Modeling, Risk Management, Capital Markets, Portfolio Management, Financial Analysis, Financial Risk, Valuation, Derivatives, Equities, Enterprise Risk..., Bloomberg, Investments, Treasury Management, ALM, Corporate Finance, Treasury, Market Risk, Investment Banking, Basel II, Commercial Banking
Education
EMLYON Business School 2007 — 2007
Strategy, Policy & Planning
The University of Connecticut School of Business 2004 — 2007
MBA, Finance
Whitworth University 1993 — 1995
BA, Business Management
Big Bend Community College 1991 — 1993
AAS, Accounting
Janet Chiu Janet Chiu's SVB Financial Group Experience September 2007 - August 2012
Job Sr International Tax Manager at Intuit
Industry Information Technology and Services
Experience
Intuit December 2013 - Present
Intuit February 2013 - November 2013
SVB Financial Group September 2007 - August 2012
Armanino McKenna September 2006 - September 2007
Atmel Corporation June 2005 - August 2006
Bechtel Corporation October 2001 - June 2005
Accenture December 1999 - October 2001
KPMG LLP February 1998 - December 1999
Skills
International Tax, Accounting, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Tax Accounting, Transfer Pricing, Corporate Tax, Tax, Auditing, SEC filings, FIN 48, Tax Research, GAAP, Internal Controls, General Ledger, Finance, Tax Advisory, Mergers & Acquisitions, CPA, VAT, Restructuring
Education
Golden Gate University 2001 — 2003
Master of Tax, Taxation
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1997
Bachelor of Science, Business Administration; Accounting
University of California, Berkeley, Haas School of Business 1994 — 1997
BS, Business Adminstration
Monta Vista High School 1992 — 1994
High school
Intuit December 2013 - Present
Intuit February 2013 - November 2013
SVB Financial Group September 2007 - August 2012
Armanino McKenna September 2006 - September 2007
Atmel Corporation June 2005 - August 2006
Bechtel Corporation October 2001 - June 2005
Accenture December 1999 - October 2001
KPMG LLP February 1998 - December 1999
Skills
International Tax, Accounting, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Tax Accounting, Transfer Pricing, Corporate Tax, Tax, Auditing, SEC filings, FIN 48, Tax Research, GAAP, Internal Controls, General Ledger, Finance, Tax Advisory, Mergers & Acquisitions, CPA, VAT, Restructuring
Education
Golden Gate University 2001 — 2003
Master of Tax, Taxation
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1997
Bachelor of Science, Business Administration; Accounting
University of California, Berkeley, Haas School of Business 1994 — 1997
BS, Business Adminstration
Monta Vista High School 1992 — 1994
High school
Kate Mitchell Kate Mitchell's SVB Financial Group Experience April 2010 - Present
Job
Industry Venture Capital & Private Equity
Experience
National Venture Capital Association September 2014 - Present
PeopleMatter September 2014 - Present
New Century Hospice, Inc. July 2014 - Present
Scale Venture Partners December 1996 - Present
SVB Financial Group April 2010 - Present
mBlox September 2009 - Present
National Venture Capital Association April 2007 - Present
JasperSoft October 2009 - April 2014
Wayport 2000 - December 2008
Pavilion Technologies 2004 - 2007
Skills
Venture capital, Alternative Investments, Software Product..., Financial Management, Business Development, Start-ups, Venture Capital, Portfolio Management, Managerial Finance, Investments, Mergers, Corporate Development, Entrepreneurship, Finance, Strategic Planning, Private Equity, SaaS, Cloud Computing, Strategy, Strategic Partnerships, Angel Investing, Mergers & Acquisitions, Due Diligence, Executive Management, Management, Venture Financing, Business Strategy, Valuation, Financial Modeling, Investor Relations, IPO, Emerging Markets, Corporate Finance, Growth Capital, Investment Banking, Go-to-market Strategy, Competitive Analysis, Private Placements
Education
Harvard Business School 1992 — 1992
Executive Program, Strategic Marketing Management
Golden Gate University 1981 — 1983
MBA, Finance
Stanford University 1976 — 1980
BA, Political Science
National Venture Capital Association September 2014 - Present
PeopleMatter September 2014 - Present
New Century Hospice, Inc. July 2014 - Present
Scale Venture Partners December 1996 - Present
SVB Financial Group April 2010 - Present
mBlox September 2009 - Present
National Venture Capital Association April 2007 - Present
JasperSoft October 2009 - April 2014
Wayport 2000 - December 2008
Pavilion Technologies 2004 - 2007
Skills
Venture capital, Alternative Investments, Software Product..., Financial Management, Business Development, Start-ups, Venture Capital, Portfolio Management, Managerial Finance, Investments, Mergers, Corporate Development, Entrepreneurship, Finance, Strategic Planning, Private Equity, SaaS, Cloud Computing, Strategy, Strategic Partnerships, Angel Investing, Mergers & Acquisitions, Due Diligence, Executive Management, Management, Venture Financing, Business Strategy, Valuation, Financial Modeling, Investor Relations, IPO, Emerging Markets, Corporate Finance, Growth Capital, Investment Banking, Go-to-market Strategy, Competitive Analysis, Private Placements
Education
Harvard Business School 1992 — 1992
Executive Program, Strategic Marketing Management
Golden Gate University 1981 — 1983
MBA, Finance
Stanford University 1976 — 1980
BA, Political Science
Daniel Greaney Daniel Greaney's SVB Financial Group Experience April 2015 - Present
Job Associate Development Program at SVB Financial Group
Industry Investment Management
Experience
SVB Financial Group April 2015 - Present
Stonehill College Business Department January 2015 - May 2015
Allianz Global Investors June 2014 - August 2014
CampusVacations June 2013 - January 2014
Randolph Savings Bank April 2013 - August 2013
The YMCA May 2011 - August 2013
Lowe's Home Improvement June 2012 - September 2012
Skills
Analysis, Sales, Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media, Facebook, Outlook, Marketing, French, Recruiting, Time Management, Teamwork, Management
Education
Stonehill College 2011 — 2015
Bachelor of Science (B.S.), Finance, Cumulative GPA 3.47 Finance GPA 3.61
Grenoble Ecole de Management 2013 — 2014
Certificate in Business Studies (CBS), Business Administration and Management, General
SVB Financial Group April 2015 - Present
Stonehill College Business Department January 2015 - May 2015
Allianz Global Investors June 2014 - August 2014
CampusVacations June 2013 - January 2014
Randolph Savings Bank April 2013 - August 2013
The YMCA May 2011 - August 2013
Lowe's Home Improvement June 2012 - September 2012
Skills
Analysis, Sales, Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media, Facebook, Outlook, Marketing, French, Recruiting, Time Management, Teamwork, Management
Education
Stonehill College 2011 — 2015
Bachelor of Science (B.S.), Finance, Cumulative GPA 3.47 Finance GPA 3.61
Grenoble Ecole de Management 2013 — 2014
Certificate in Business Studies (CBS), Business Administration and Management, General
Echo Muzi Liu Echo Muzi Liu's SVB Financial Group Experience July 2010 - August 2010
Job MBA Candidate at Columbia Business School
Industry Management Consulting
Experience
Booz & Company August 2012 - Present
SVB Financial Group July 2010 - August 2010
McGill University September 2009 - December 2009
Skills
Leadership, Corporate Finance, Financial Modeling, Valuation, Management Consulting, Business Strategy, Mandarin, Market Research, Financial Analysis, Strategy, Mergers & Acquisitions, Economics, Microsoft Office, Strategic Planning, Research, Data Analysis, Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Finance
McGill University 2008 — 2011
BComm, Accounting, Finance
Nanyang Technological University 2011 — 2011
Exchange
Richmond Secondary School 2005 — 2008
High School
Charles E. London Secondary School 2004 — 2005
High School
Booz & Company August 2012 - Present
SVB Financial Group July 2010 - August 2010
McGill University September 2009 - December 2009
Skills
Leadership, Corporate Finance, Financial Modeling, Valuation, Management Consulting, Business Strategy, Mandarin, Market Research, Financial Analysis, Strategy, Mergers & Acquisitions, Economics, Microsoft Office, Strategic Planning, Research, Data Analysis, Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Finance
McGill University 2008 — 2011
BComm, Accounting, Finance
Nanyang Technological University 2011 — 2011
Exchange
Richmond Secondary School 2005 — 2008
High School
Charles E. London Secondary School 2004 — 2005
High School
Anthony Crisci Anthony Crisci's SVB Financial Group Experience June 1998 - May 2004
Job Senior Vice President at Bridge Bank
Industry Banking
Experience
BFI Business Finance October 2005 - August 2007
SVB Financial Group June 1998 - May 2004
Bay View Bank May 1997 - June 1998
Skills
Lines Of Credit, Cash Flow Lending, Relationship Management, Accounts Receivable, Commercial Banking, Financial Analysis, Credit Analysis, Asset Based Lending, Commercial Lending, Factoring, Banking Relationships, Credit, Loans, Credit Risk, Commercial Finance, Cash Flow, Small Business Lending, Banking, Portfolio Management, Underwriting
Education
San Jose State University 2005 — 2007
BS
De Anza College 1996 — 1998
BFI Business Finance October 2005 - August 2007
SVB Financial Group June 1998 - May 2004
Bay View Bank May 1997 - June 1998
Skills
Lines Of Credit, Cash Flow Lending, Relationship Management, Accounts Receivable, Commercial Banking, Financial Analysis, Credit Analysis, Asset Based Lending, Commercial Lending, Factoring, Banking Relationships, Credit, Loans, Credit Risk, Commercial Finance, Cash Flow, Small Business Lending, Banking, Portfolio Management, Underwriting
Education
San Jose State University 2005 — 2007
BS
De Anza College 1996 — 1998
Jeni Dymek's SVB Financial Group Experience October 2000 - March 2005
Job Senior Analyst, Sales and Marketing at Bit9+Carbon Black
Industry Computer & Network Security
Experience
Bit9 + Carbon Black September 2012 - Present
Syneron - Candela Corporation August 2011 - August 2012
Boston Scientific July 2008 - August 2011
Fidelity Investments December 2005 - July 2008
Merrill Lynch March 2005 - December 2005
SVB Financial Group October 2000 - March 2005
Skills
Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Cross-functional Team..., Forecasting, Strategic Planning, Investments, Process Improvement, Competitive Analysis, Portfolio Management, Essbase, Building Relationships, Analytics, Salesforce.com, Business Planning, Business Intelligence, Business Process..., Business Strategy, Organizational..., Competitive Strategies, Sales Compensation, Global Management, Global Operations, Global Strategy, Venture Capital, Private Equity, Strategy, Management, Leadership, Analysis, Sales Operations, Executive Management, Project Management
Education
Bentley University 2003 — 2007
MBA
Boston College 1995 — 1999
BS
Lexington High School 1991 — 1995
Diploma
Bit9 + Carbon Black September 2012 - Present
Syneron - Candela Corporation August 2011 - August 2012
Boston Scientific July 2008 - August 2011
Fidelity Investments December 2005 - July 2008
Merrill Lynch March 2005 - December 2005
SVB Financial Group October 2000 - March 2005
Skills
Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Cross-functional Team..., Forecasting, Strategic Planning, Investments, Process Improvement, Competitive Analysis, Portfolio Management, Essbase, Building Relationships, Analytics, Salesforce.com, Business Planning, Business Intelligence, Business Process..., Business Strategy, Organizational..., Competitive Strategies, Sales Compensation, Global Management, Global Operations, Global Strategy, Venture Capital, Private Equity, Strategy, Management, Leadership, Analysis, Sales Operations, Executive Management, Project Management
Education
Bentley University 2003 — 2007
MBA
Boston College 1995 — 1999
BS
Lexington High School 1991 — 1995
Diploma
William Voorhees, MFA, C.F.E., CAMS William Voorhees, MFA, C.F.E., CAMS's SVB Financial Group Experience November 2007 - July 2012
Job Head of FIU and HighRisk Business Management at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank June 2015 - Present
Silicon Valley Bank October 2013 - Present
Silicon Valley Bank July 2012 - Present
Silicon Valley Bank October 2014 - June 2015
SVB Financial Group November 2007 - July 2012
IPSA International 2007 - 2007
Union Bank of California 2005 - 2007
Menlo Park Police Department 1999 - 2004
Skills
Fraud, Risk Management, Financial Risk, Banking, AML, Public Speaking, Private Investigations, Investigation, Payments, OFAC, Bank Secrecy Act, Risk Assessment, Certified Fraud Examiner, Due Diligence, Forensic Accounting, Financial Institutions, Sanction, Internal Audit, Corporate Governance, Auditing, Certified Anti-Money..., Loans, Credit, Commercial Banking, Regulations, Operational Risk..., Leadership, Management, Enterprise Risk..., Securities, Financial Services, Finance, Operational Risk, Credit Cards
Education
Florida Atlantic University 2007 — 2009
MFA, Master's Forensic Accounting
University of Phoenix 2002 — 2006
BSB/ACC, Business Accounting
Sierra High School 1986 — 1989
Silicon Valley Bank June 2015 - Present
Silicon Valley Bank October 2013 - Present
Silicon Valley Bank July 2012 - Present
Silicon Valley Bank October 2014 - June 2015
SVB Financial Group November 2007 - July 2012
IPSA International 2007 - 2007
Union Bank of California 2005 - 2007
Menlo Park Police Department 1999 - 2004
Skills
Fraud, Risk Management, Financial Risk, Banking, AML, Public Speaking, Private Investigations, Investigation, Payments, OFAC, Bank Secrecy Act, Risk Assessment, Certified Fraud Examiner, Due Diligence, Forensic Accounting, Financial Institutions, Sanction, Internal Audit, Corporate Governance, Auditing, Certified Anti-Money..., Loans, Credit, Commercial Banking, Regulations, Operational Risk..., Leadership, Management, Enterprise Risk..., Securities, Financial Services, Finance, Operational Risk, Credit Cards
Education
Florida Atlantic University 2007 — 2009
MFA, Master's Forensic Accounting
University of Phoenix 2002 — 2006
BSB/ACC, Business Accounting
Sierra High School 1986 — 1989
Laura Lietzke Laura Lietzke's SVB Financial Group Experience 2006 - 2007
Job People Ops at Vessel
Industry Human Resources
Experience
Cal Tec Labs Inc October 2009 - January 2015
LexisNexis April 2009 - September 2009
Zappos.com June 2008 - November 2008
Netflix January 2008 - May 2008
SVB Financial Group 2006 - 2007
EXPRESS June 2005 - September 2006
Skills
Recruiting, Coaching, Customer Service, Leadership, Training, Strategy, Calendaring, Applicant Tracking..., College Recruiting, Talent Acquisition, Onboarding, Sourcing, Technical Recruiting, Human Resources, Talent Management
Education
California State University-Chico
Bachelor of Arts, Political Science
Saratoga High School 1996 — 2000
Cal Tec Labs Inc October 2009 - January 2015
LexisNexis April 2009 - September 2009
Zappos.com June 2008 - November 2008
Netflix January 2008 - May 2008
SVB Financial Group 2006 - 2007
EXPRESS June 2005 - September 2006
Skills
Recruiting, Coaching, Customer Service, Leadership, Training, Strategy, Calendaring, Applicant Tracking..., College Recruiting, Talent Acquisition, Onboarding, Sourcing, Technical Recruiting, Human Resources, Talent Management
Education
California State University-Chico
Bachelor of Arts, Political Science
Saratoga High School 1996 — 2000
Ann Huynh's SVB Financial Group Experience March 2011 - Present
Job Relationship Advisor at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group March 2011 - Present
Wells Fargo 2008 - 2011
Skills
Banking, Loans, Credit, Consumer Lending, Relationship Management, Portfolio Management, Finance, Lines Of Credit, Retail Banking, Private Banking, Sales, Branch Management, Financial Services, Business Development, Mortgage Lending, Credit Cards, Commercial Banking, Credit Analysis
Education
Ashford University
Communication Studies
SVB Financial Group March 2011 - Present
Wells Fargo 2008 - 2011
Skills
Banking, Loans, Credit, Consumer Lending, Relationship Management, Portfolio Management, Finance, Lines Of Credit, Retail Banking, Private Banking, Sales, Branch Management, Financial Services, Business Development, Mortgage Lending, Credit Cards, Commercial Banking, Credit Analysis
Education
Ashford University
Communication Studies
Sapna Easwar Sapna Easwar's SVB Financial Group Experience 2015 - Present
Job Relationship Manager at Silicon Valley Bank Asset Management
Industry Financial Services
Experience
SVB Financial Group 2015 - Present
BlackRock 2008 - 2014
BlackRock 2005 - 2008
Drexel University 2004 - 2005
Citi June 2004 - September 2004
Skills
Investments, Project Management, Financial Analysis, Client Facing Skills, Bloomberg Terminal, Asset Managment, Analysis, Investment Strategies, Fixed Income, Investment Management, Bonds, ETFs, Fixed Income Analysis, Strategic Financial..., Asset Management, Finance, Portfolio Management, Bloomberg, Risk Management
Education
Drexel University 2003 — 2005
M.B.A, Finance (Investment Management) and Operations Management
Sam Houston State University 2000 — 2003
Bachelor of Business Administration (BBA), Economics and International Business, Summa Cum Laude
SVB Financial Group 2015 - Present
BlackRock 2008 - 2014
BlackRock 2005 - 2008
Drexel University 2004 - 2005
Citi June 2004 - September 2004
Skills
Investments, Project Management, Financial Analysis, Client Facing Skills, Bloomberg Terminal, Asset Managment, Analysis, Investment Strategies, Fixed Income, Investment Management, Bonds, ETFs, Fixed Income Analysis, Strategic Financial..., Asset Management, Finance, Portfolio Management, Bloomberg, Risk Management
Education
Drexel University 2003 — 2005
M.B.A, Finance (Investment Management) and Operations Management
Sam Houston State University 2000 — 2003
Bachelor of Business Administration (BBA), Economics and International Business, Summa Cum Laude
Ted Truong's SVB Financial Group Experience March 2001 - November 2008
Job Accounts Payable Specialist at MobileIron
Industry Computer Software
Experience
MobileIron June 2015 - Present
Broadway Mechanical-Contractors, Inc. June 2012 - May 2015
Independent Professional Consultant September 2011 - June 2012
AT&T February 2010 - September 2011
VTA April 2009 - August 2009
SVB Financial Group March 2001 - November 2008
JDSU July 1999 - April 2001
Skills
Invoice Router, Budgets, •FAS Accounting (Fixed..., •Microsoft Office..., Oracle Applications, PeopleSoft, Business Objects, Viewpoint, Image Scanning, Microsoft Excel, Microsoft Office, Account Reconciliation, General Ledger, Accounts Receivable, Journal Entries, Microsoft Word, Spreadsheets, Data Entry, Management, Accounts Payable, Outlook, Bank Reconciliation, Accruals, Forecasting, Leadership, PowerPoint, NetSuite, Concur
Education
DeVry University 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting, Cum Laude Graduated
Heald College 1993 — 1995
Associate of Arts (A.A.), Accounting, 3.5
MobileIron June 2015 - Present
Broadway Mechanical-Contractors, Inc. June 2012 - May 2015
Independent Professional Consultant September 2011 - June 2012
AT&T February 2010 - September 2011
VTA April 2009 - August 2009
SVB Financial Group March 2001 - November 2008
JDSU July 1999 - April 2001
Skills
Invoice Router, Budgets, •FAS Accounting (Fixed..., •Microsoft Office..., Oracle Applications, PeopleSoft, Business Objects, Viewpoint, Image Scanning, Microsoft Excel, Microsoft Office, Account Reconciliation, General Ledger, Accounts Receivable, Journal Entries, Microsoft Word, Spreadsheets, Data Entry, Management, Accounts Payable, Outlook, Bank Reconciliation, Accruals, Forecasting, Leadership, PowerPoint, NetSuite, Concur
Education
DeVry University 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting, Cum Laude Graduated
Heald College 1993 — 1995
Associate of Arts (A.A.), Accounting, 3.5
Adam Brzeczek Adam Brzeczek's SVB Financial Group Experience June 2014 - September 2014
Job Investment Banking Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
HealthTap September 2014 - December 2014
SVB Financial Group June 2014 - September 2014
Stanford Campus Recreation Association April 2012 - June 2014
Argus Insights September 2013 - February 2014
Avidbank January 2013 - August 2013
University of Montana Varsity Football August 2012 - January 2013
Stanford University Varsity Football August 2011 - May 2012
Skills
Leadership, Entrepreneurship, Data Analysis, Valuation, Market Research, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Public Speaking, Research, Teaching
Education
Stanford University 2011 — 2015
B.S. Science, Technology & Society, Life Sciences & Biotechnology
University of Montana
Business Administration and Management, General
Foothill College 2013 — 2013
Bank of America Merrill Lynch June 2015 - August 2015
HealthTap September 2014 - December 2014
SVB Financial Group June 2014 - September 2014
Stanford Campus Recreation Association April 2012 - June 2014
Argus Insights September 2013 - February 2014
Avidbank January 2013 - August 2013
University of Montana Varsity Football August 2012 - January 2013
Stanford University Varsity Football August 2011 - May 2012
Skills
Leadership, Entrepreneurship, Data Analysis, Valuation, Market Research, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Public Speaking, Research, Teaching
Education
Stanford University 2011 — 2015
B.S. Science, Technology & Society, Life Sciences & Biotechnology
University of Montana
Business Administration and Management, General
Foothill College 2013 — 2013
Robert Lake Robert Lake's SVB Financial Group Experience 2004 - 2007
Job Senior Vice President, Head of Life Sciences at Bridge Bank
Industry Financial Services
Experience
Bridge Bank August 2015 - Present
Fresh Start Surgical Gifts 2015 - Present
Oxford Finance LLC 2007 - 2015
Toussaint Academy San Diego (a member of Father Joe's Villages) 2006 - 2012
SVB Financial Group 2004 - 2007
Fifth Third Bank 2002 - 2004
FINOVA Capital Corporation 1997 - 2002
Skills
Biotechnology, Pharmaceutical Industry, Medical Devices, Medical Diagnostics, Venture Financing, Personalized Medicine, Venture Capital, Senior Debt, Banking, New Business Development, Asset Managment, Workout, Asset Management, Credit, Financial Structuring, Portfolio Management, Asset Based Lending, Start-ups, Business Strategy, Entrepreneurship, Risk Management, Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Valuation, Corporate Finance, Restructuring, Investments, Investment Banking, Capital Markets, Structured Finance, Commercial Lending, Credit Analysis
Education
Aurora University 1988 — 1992
B.A., Business Administration
Bridge Bank August 2015 - Present
Fresh Start Surgical Gifts 2015 - Present
Oxford Finance LLC 2007 - 2015
Toussaint Academy San Diego (a member of Father Joe's Villages) 2006 - 2012
SVB Financial Group 2004 - 2007
Fifth Third Bank 2002 - 2004
FINOVA Capital Corporation 1997 - 2002
Skills
Biotechnology, Pharmaceutical Industry, Medical Devices, Medical Diagnostics, Venture Financing, Personalized Medicine, Venture Capital, Senior Debt, Banking, New Business Development, Asset Managment, Workout, Asset Management, Credit, Financial Structuring, Portfolio Management, Asset Based Lending, Start-ups, Business Strategy, Entrepreneurship, Risk Management, Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Valuation, Corporate Finance, Restructuring, Investments, Investment Banking, Capital Markets, Structured Finance, Commercial Lending, Credit Analysis
Education
Aurora University 1988 — 1992
B.A., Business Administration
Julie Filice Julie Filice's SVB Financial Group Experience January 1998 - December 2007
Job
Industry Financial Services
Experience
Silicon Valley Bank June 2014 - Present
SVB Financial Group - Silicon Valley Bank January 2008 - May 2014
SVB Financial Group January 1998 - December 2007
Skills
Financial Analysis, Banking, Business Analysis, Risk Management, Portfolio Management, Financial Risk, Business Process..., Business Process, Process Improvement, Financial Services, PMO, SDLC, Governance, Requirements Analysis
Education
Golden Gate University 1979 — 1982
BS, Accounting
Silicon Valley Bank June 2014 - Present
SVB Financial Group - Silicon Valley Bank January 2008 - May 2014
SVB Financial Group January 1998 - December 2007
Skills
Financial Analysis, Banking, Business Analysis, Risk Management, Portfolio Management, Financial Risk, Business Process..., Business Process, Process Improvement, Financial Services, PMO, SDLC, Governance, Requirements Analysis
Education
Golden Gate University 1979 — 1982
BS, Accounting
Joe Sims Joe Sims's SVB Financial Group Experience June 2001 - September 2010
Job Data Warehouse and Information Architect
Industry Entertainment
Experience
Rovi July 2010 - Present
SVB Financial Group June 2001 - September 2010
Redwood Software March 1999 - June 2001
Measurex May 1996 - March 1999
Skills
Business Intelligence, Data Warehousing, Enterprise Architecture, ETL, Enterprise Software, Data Modeling, Integration, Databases, SQL, Analytics, SDLC, Oracle, Microsoft SQL Server, Business Process, Data Integration, Business Objects, OLAP, Management, SOA, Strategy, Information Architecture, Solution Architecture, Data Warehouse..., Master Data Management, Data Migration, Pre-sales, Informatica, OBIEE, Data Architecture, Architectures, Performance Tuning, System Architecture, Information Management, EAI, Data Quality, Data Governance, Application Architecture, Birst
Education
University of Wales, Aberystwyth 1983 — 1986
Bachelor of Science (BSc), Computing and Information Systems
Rovi July 2010 - Present
SVB Financial Group June 2001 - September 2010
Redwood Software March 1999 - June 2001
Measurex May 1996 - March 1999
Skills
Business Intelligence, Data Warehousing, Enterprise Architecture, ETL, Enterprise Software, Data Modeling, Integration, Databases, SQL, Analytics, SDLC, Oracle, Microsoft SQL Server, Business Process, Data Integration, Business Objects, OLAP, Management, SOA, Strategy, Information Architecture, Solution Architecture, Data Warehouse..., Master Data Management, Data Migration, Pre-sales, Informatica, OBIEE, Data Architecture, Architectures, Performance Tuning, System Architecture, Information Management, EAI, Data Quality, Data Governance, Application Architecture, Birst
Education
University of Wales, Aberystwyth 1983 — 1986
Bachelor of Science (BSc), Computing and Information Systems
Jillana Downing Jillana Downing's SVB Financial Group Experience June 2014 - Present
Job Senior Director of Compliance at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group June 2014 - Present
Wells Fargo Financial April 2006 - August 2006
First National Bank of Omaha August 1994 - April 2006
Skills
Compliance, Legal Compliance, Employee Training, Credit Cards, Payments, Debit Cards, Mortgage Lending, Commercial Banking, Retail Banking, Auditing
Education
Creighton University School of Law 2001 — 2005
JD
University of Nebraska at Omaha 1997 — 1999
MPA, Public Administration
University of Nebraska at Kearney 1993 — 1996
BS, Criminal Justice
SVB Financial Group June 2014 - Present
Wells Fargo Financial April 2006 - August 2006
First National Bank of Omaha August 1994 - April 2006
Skills
Compliance, Legal Compliance, Employee Training, Credit Cards, Payments, Debit Cards, Mortgage Lending, Commercial Banking, Retail Banking, Auditing
Education
Creighton University School of Law 2001 — 2005
JD
University of Nebraska at Omaha 1997 — 1999
MPA, Public Administration
University of Nebraska at Kearney 1993 — 1996
BS, Criminal Justice
Robert Ha Robert Ha's SVB Financial Group Experience August 2011 - March 2013
Job Portfolio Management Officer at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
Bank of America March 2013 - June 2013
SVB Financial Group August 2011 - March 2013
HSBC Bank August 2008 - February 2009
Bank of America May 2006 - February 2008
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, BMC Remedy, Banking, Loans, Microsoft Office, Retail Banking, Investments, Strategic Financial..., Portfolio Management, Mortgage Lending, Credit, Financial Analysis
Education
California State Polytechnic University-Pomona 2006 — 2011
BS, Finance, Real Estate, Law
Silver Creek High School 2002 — 2006
Bank of America June 2013 - Present
Bank of America March 2013 - June 2013
SVB Financial Group August 2011 - March 2013
HSBC Bank August 2008 - February 2009
Bank of America May 2006 - February 2008
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, BMC Remedy, Banking, Loans, Microsoft Office, Retail Banking, Investments, Strategic Financial..., Portfolio Management, Mortgage Lending, Credit, Financial Analysis
Education
California State Polytechnic University-Pomona 2006 — 2011
BS, Finance, Real Estate, Law
Silver Creek High School 2002 — 2006
Jesse Bergman, CPA Jesse Bergman, CPA's SVB Financial Group Experience June 2007 - September 2007
Job Assistant Controller at ICV Partners, LLC
Industry Accounting
Experience
ICV Partners, LLC July 2014 - Present
PwC December 2013 - July 2014
Rothstein Kass July 2010 - September 2013
Rothstein Kass October 2008 - June 2010
SVB Financial Group June 2007 - September 2007
Skills
GAAP, Tax, Fund Of Funds, Accounting, SEC filings, Private Equity, Hedge Funds, CPA, US GAAP, Partnership Taxation, Venture Capital, Tax Accounting, Fund Accounting, Tax Research, Corporate Tax, Financial Statements
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Business Administration with concentrations in Accounting and Finance, and a Minor in Psychology
Copenhagen Business School
Finance, Accounting, Economics
Acalanes High School
ICV Partners, LLC July 2014 - Present
PwC December 2013 - July 2014
Rothstein Kass July 2010 - September 2013
Rothstein Kass October 2008 - June 2010
SVB Financial Group June 2007 - September 2007
Skills
GAAP, Tax, Fund Of Funds, Accounting, SEC filings, Private Equity, Hedge Funds, CPA, US GAAP, Partnership Taxation, Venture Capital, Tax Accounting, Fund Accounting, Tax Research, Corporate Tax, Financial Statements
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Business Administration with concentrations in Accounting and Finance, and a Minor in Psychology
Copenhagen Business School
Finance, Accounting, Economics
Acalanes High School
Zhen Carol Cui Zhen Carol Cui's SVB Financial Group Experience August 2006 - December 2006
Job Assistant Professor of Economics at Cal State LA
Industry Research
Experience
California State University, Los Angeles September 2014 - Present
The Ohio State University September 2010 - May 2014
Child Trends July 2008 - July 2009
Western Reserve Partners LLC May 2007 - August 2007
SVB Financial Group August 2006 - December 2006
Skills
SAS programming, Stata, Eviews, Matlab, Fortran, HTML, JavaScript, Ruby on Rails, LaTeX, Macroeconomics, Econometrics, Computational Modeling
Education
The Ohio State University 2010 — 2014
PhD
The Ohio State University 2009 — 2010
MA
Colgate University 2004 — 2008
BA
California State University, Los Angeles September 2014 - Present
The Ohio State University September 2010 - May 2014
Child Trends July 2008 - July 2009
Western Reserve Partners LLC May 2007 - August 2007
SVB Financial Group August 2006 - December 2006
Skills
SAS programming, Stata, Eviews, Matlab, Fortran, HTML, JavaScript, Ruby on Rails, LaTeX, Macroeconomics, Econometrics, Computational Modeling
Education
The Ohio State University 2010 — 2014
PhD
The Ohio State University 2009 — 2010
MA
Colgate University 2004 — 2008
BA
Adrienne Bazemore Adrienne Bazemore's SVB Financial Group Experience Global Treasury Implementation AssociateSVB Financial GroupFebruary 2007 - Present
Job Global Treasury Implementation Associate at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group Global Treasury Implementation AssociateSVB Financial GroupFebruary 2007 - Present
Bank of America 1990 - 2007
Skills
cash management..., Product Management, Investments, Financial Services, Banking, Financial Analysis, Payments, Portfolio Management, Venture Capital, Valuation, Financial Modeling, Cash Management
Education
John Jay College of Criminal Justice 1983 — 1988
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
High School of Music and Art
SVB Financial Group Global Treasury Implementation AssociateSVB Financial GroupFebruary 2007 - Present
Bank of America 1990 - 2007
Skills
cash management..., Product Management, Investments, Financial Services, Banking, Financial Analysis, Payments, Portfolio Management, Venture Capital, Valuation, Financial Modeling, Cash Management
Education
John Jay College of Criminal Justice 1983 — 1988
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
High School of Music and Art
Ash Lilani Ash Lilani's SVB Financial Group Experience July 2006 - Present
Job Global Business Builder and Investor
Industry Financial Services
Experience
Saama Capital June 2012 - Present
SVB Financial Group July 2006 - Present
SVB Financial Group 2002 - 2006
Skills
Growth Capital, Venture Capital, Private Equity, Corporate Development, Entrepreneurial..., Social Entrepreneurship, Start-ups, Entrepreneurship, Mergers, Strategy, Valuation, Corporate Finance, Due Diligence, Banking, Business Strategy, Emerging Markets, Equities, Finance, Financial Services
Education
Bangalore University
Finance and Accounting
Philadelphia University
Master of Business Administration (M.B.A.)
Saama Capital June 2012 - Present
SVB Financial Group July 2006 - Present
SVB Financial Group 2002 - 2006
Skills
Growth Capital, Venture Capital, Private Equity, Corporate Development, Entrepreneurial..., Social Entrepreneurship, Start-ups, Entrepreneurship, Mergers, Strategy, Valuation, Corporate Finance, Due Diligence, Banking, Business Strategy, Emerging Markets, Equities, Finance, Financial Services
Education
Bangalore University
Finance and Accounting
Philadelphia University
Master of Business Administration (M.B.A.)
Alex Pete Hart's SVB Financial Group Experience 2001 - April 2012
Job Chairman, VeriFone Systems, Inc.
Industry Financial Services
Experience
VeriFone Systems Inc. July 2006 - Present
Global Payments Inc February 2001 - Present
Mitek Systems Inc December 2010 - Present
Solicore 2012 - Present
SVB Financial Group 2001 - April 2012
Fair Isaac Corporation (FICO) 2003 - February 2012
US Encode 2003 - 2011
eHarmony.com 2003 - 2010
Retek Systems Inc 2002 - 2003
HNC Software 1999 - 2003
Education
Harvard College 1958 — 1962
AB, Social Relations
VeriFone Systems Inc. July 2006 - Present
Global Payments Inc February 2001 - Present
Mitek Systems Inc December 2010 - Present
Solicore 2012 - Present
SVB Financial Group 2001 - April 2012
Fair Isaac Corporation (FICO) 2003 - February 2012
US Encode 2003 - 2011
eHarmony.com 2003 - 2010
Retek Systems Inc 2002 - 2003
HNC Software 1999 - 2003
Education
Harvard College 1958 — 1962
AB, Social Relations
Amena Ho Amena Ho's SVB Financial Group Experience January 2011 - Present
Job Systems Administrator at SVB Financial Group
Industry Information Technology and Services
Experience
SVB Financial Group January 2011 - Present
Adobe Systems September 2007 - April 2010
Adobe Systems April 2007 - September 2007
Skills
Cloud Computing, Agile Methodologies, Virtualization, SDLC, Unix, Enterprise Architecture, Servers, Data Center, ITIL, IT Strategy
Education
California State University-Hayward - School of Business and Economics
MBA, Computer Information Systems
San Jose State University
BS, Management Information Systems
SVB Financial Group January 2011 - Present
Adobe Systems September 2007 - April 2010
Adobe Systems April 2007 - September 2007
Skills
Cloud Computing, Agile Methodologies, Virtualization, SDLC, Unix, Enterprise Architecture, Servers, Data Center, ITIL, IT Strategy
Education
California State University-Hayward - School of Business and Economics
MBA, Computer Information Systems
San Jose State University
BS, Management Information Systems
Christian Ebert's SVB Financial Group Experience August 2013 - Present
Job Senior Associate
Industry Banking
Experience
SVB Financial Group August 2013 - Present
SVB Financial Group May 2011 - July 2013
SVB Financial Group May 2010 - January 2011
Middlesex School June 2008 - January 2010
J & R Services May 2007 - August 2007
Education
Babson College 2007 — 2011
BS Business Administration, Legal Studies
Middlesex School 2004 — 2007
SVB Financial Group August 2013 - Present
SVB Financial Group May 2011 - July 2013
SVB Financial Group May 2010 - January 2011
Middlesex School June 2008 - January 2010
J & R Services May 2007 - August 2007
Education
Babson College 2007 — 2011
BS Business Administration, Legal Studies
Middlesex School 2004 — 2007
Vicki Buehrle Vicki Buehrle's SVB Financial Group Experience February 1998 - October 2013
Job Financial Analyst at Datalogic
Industry Electrical/Electronic Manufacturing
Experience
Datalogic October 2013 - Present
SVB Financial Group February 1998 - October 2013
Skills
Corporate Finance, Financial Forecasting, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, General Ledger, Essbase, US GAAP, Financial Accounting, Strategic Financial..., Variance Analysis, GAAP, Finance, SEC filings, Financial Planning
Education
California State University-Fullerton 1989 — 1991
BA, Finance
Irvine Valley College 1987 — 1989
AA, General
Datalogic October 2013 - Present
SVB Financial Group February 1998 - October 2013
Skills
Corporate Finance, Financial Forecasting, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, General Ledger, Essbase, US GAAP, Financial Accounting, Strategic Financial..., Variance Analysis, GAAP, Finance, SEC filings, Financial Planning
Education
California State University-Fullerton 1989 — 1991
BA, Finance
Irvine Valley College 1987 — 1989
AA, General
KC Clements KC Clements's SVB Financial Group Experience May 2010 - June 2013
Job Equity Analyst (Consulting)
Industry Computer Software
Experience
eShares, Inc. August 2014 - Present
1-Page April 2014 - June 2014
SVB Financial Group May 2010 - June 2013
Greystone Financial April 2008 - October 2008
Second Angel Bancorp January 2007 - March 2008
D&J Associates December 2005 - December 2006
Skills
Valuation, Commercial Lending, Credit, Financial Analysis, Salesforce.com, Sales Management, Building Relationships, Business Relationship..., Account Management, Management, Contract Negotiation, Contract Management, Hedge Funds, Investment Banking, Investments, Business Valuation, Loans, Credit Analysis, Banking, Commercial Banking, Risk Management, Finance, Corporate Finance, Start-ups, Portfolio Management, Selling, Analytics, Sales, Business Development, Financial Modeling, CRM, Strategy
Education
Golden Gate University 2005 — 2009
Bachelor's degree, Business Management
eShares, Inc. August 2014 - Present
1-Page April 2014 - June 2014
SVB Financial Group May 2010 - June 2013
Greystone Financial April 2008 - October 2008
Second Angel Bancorp January 2007 - March 2008
D&J Associates December 2005 - December 2006
Skills
Valuation, Commercial Lending, Credit, Financial Analysis, Salesforce.com, Sales Management, Building Relationships, Business Relationship..., Account Management, Management, Contract Negotiation, Contract Management, Hedge Funds, Investment Banking, Investments, Business Valuation, Loans, Credit Analysis, Banking, Commercial Banking, Risk Management, Finance, Corporate Finance, Start-ups, Portfolio Management, Selling, Analytics, Sales, Business Development, Financial Modeling, CRM, Strategy
Education
Golden Gate University 2005 — 2009
Bachelor's degree, Business Management
Jeff Hatch Jeff Hatch's SVB Financial Group Experience April 2012 - August 2014
Job Director of Architecture, Risk and Compliance at PayPal
Industry Financial Services
Experience
PayPal September 2014 - Present
PayPal September 2014 - February 2015
SVB Financial Group April 2012 - August 2014
QSecure Inc June 2007 - April 2012
Innovius February 1998 - March 2010
Planet Payment March 2003 - April 2007
eBalance 1999 - 2001
Wells Fargo 1994 - 1999
Skills
Cryptography, Business Alignment, Payments, Cards, Offshoring, Security, E-commerce, Product Development, Start-ups, Product Management, Business Strategy, Payment Systems, Mobile Payments, Software Development, Integration, Credit Cards, Agile, SaaS, Vendor Management, Team Building, Program Management, Business Analysis, Mobile, Strategic Planning, Architecture, Mobile Commerce, Enterprise Architecture, Outsourcing, Process Development, Software Engineering, Cloud Computing, Transaction Processing, Cross-functional Team..., Product Strategy, Requirements Analysis, IT Strategy, Process Improvement, Payment Gateways, Mobile Applications, Enterprise Software, Professional Services, Open Source, Payment Processing, Electronic Payments, Online Payments, Smart Cards, Acquiring, PCI DSS, Software Project..., Payment Solutions
Education
California Polytechnic State University-San Luis Obispo
MS, Electronics Engineering, Optics, Signal Processing
Central Catholic High School
PayPal September 2014 - Present
PayPal September 2014 - February 2015
SVB Financial Group April 2012 - August 2014
QSecure Inc June 2007 - April 2012
Innovius February 1998 - March 2010
Planet Payment March 2003 - April 2007
eBalance 1999 - 2001
Wells Fargo 1994 - 1999
Skills
Cryptography, Business Alignment, Payments, Cards, Offshoring, Security, E-commerce, Product Development, Start-ups, Product Management, Business Strategy, Payment Systems, Mobile Payments, Software Development, Integration, Credit Cards, Agile, SaaS, Vendor Management, Team Building, Program Management, Business Analysis, Mobile, Strategic Planning, Architecture, Mobile Commerce, Enterprise Architecture, Outsourcing, Process Development, Software Engineering, Cloud Computing, Transaction Processing, Cross-functional Team..., Product Strategy, Requirements Analysis, IT Strategy, Process Improvement, Payment Gateways, Mobile Applications, Enterprise Software, Professional Services, Open Source, Payment Processing, Electronic Payments, Online Payments, Smart Cards, Acquiring, PCI DSS, Software Project..., Payment Solutions
Education
California Polytechnic State University-San Luis Obispo
MS, Electronics Engineering, Optics, Signal Processing
Central Catholic High School
Ernest J. Hernánde's SVB Financial Group Experience 2004 - 2004
Job Talent Management Consultant, Recruiter
Industry Medical Devices
Experience
Zeiss 2013 - Present
Avaya 2012 - 2013
Conexant 2009 - 2012
Applied Materials 2007 - 2008
Visa 2006 - 2007
Walgreens 2006 - 2006
LucasArts 2005 - 2005
Lucasfilm / Industrial Light & Magic 2005 - 2005
SVB Financial Group 2004 - 2004
Brio Technology 2002 - 2003
Education
Cornell University - Johnson Graduate School of Management
University of California, Berkeley
Zeiss 2013 - Present
Avaya 2012 - 2013
Conexant 2009 - 2012
Applied Materials 2007 - 2008
Visa 2006 - 2007
Walgreens 2006 - 2006
LucasArts 2005 - 2005
Lucasfilm / Industrial Light & Magic 2005 - 2005
SVB Financial Group 2004 - 2004
Brio Technology 2002 - 2003
Education
Cornell University - Johnson Graduate School of Management
University of California, Berkeley
Lisa Wilbur's SVB Financial Group Experience 2008 - 2010
Job Executive Assistant at Matrix Partners
Industry Venture Capital & Private Equity
Experience
Matrix Partners May 2014 - Present
Silver Lake Waterman October 2013 - April 2014
Taylor Winfield May 2012 - October 2013
MarkLogic 2010 - May 2012
SVB Financial Group 2008 - 2010
MontaVista Software 2003 - 2008
Education
California State Polytechnic University-Pomona
Apparel Merchandising and Management, Minor Marketing Management
Matrix Partners May 2014 - Present
Silver Lake Waterman October 2013 - April 2014
Taylor Winfield May 2012 - October 2013
MarkLogic 2010 - May 2012
SVB Financial Group 2008 - 2010
MontaVista Software 2003 - 2008
Education
California State Polytechnic University-Pomona
Apparel Merchandising and Management, Minor Marketing Management
Raj Munaim (Izzee)'s SVB Financial Group Experience April 2011 - April 2013
Job Technical/Business Leader • Professional Services Management • Enterprise Software • Cloud Computing
Industry Information Technology and Services
Experience
Saramena September 2005 - Present
Rabeha Solar USA (Non-Profit) October 2013 - Present
Avangate May 2013 - July 2015
SVB Financial Group April 2011 - April 2013
Wells Fargo January 2009 - January 2011
Cisco Systems May 2008 - January 2009
MetricStream, Inc. March 2007 - June 2008
Patni Computer Systems April 2006 - March 2007
Neoforma, Inc. September 2003 - March 2006
i2 Technologies 2000 - 2002
Skills
Program Management, Business Analysis, Business Development, ERP, Telecommunications, E-commerce, Governance, Financial Services, Healthcare, Web 2.0, Manufacturing, Retail, Energy, Public Sector, Quality System, SDLC, Software Project..., Business Intelligence, Enterprise Software, Cloud Computing, SaaS, PMP, Oracle, Management, Databases, Product Management, Requirements Gathering, CRM, Integration, Start-ups, Agile Methodologies, Leadership, Project Management, Project Portfolio..., Business Strategy, PMO, Professional Services, Entrepreneurship, Consulting, Mergers & Acquisitions, Business Process..., Quality Assurance, Strategy, Cross-functional Team..., Vendor Management, Agile Project Management, IT Strategy, Strategic Planning, Team Building, Business Process
Education
Project Management Institute 2006 — 2007
PMP, Project Management Certification
American Management Association 2004 — 2005
Certificate, Information Technology Project Management
Birla Institute of Technology and Science, Pilani 1981 — 1985
BE(Hons), Electrical & Electronics Engineering
Nagpur University 1979 — 1981
AA, General Sciences
Saramena September 2005 - Present
Rabeha Solar USA (Non-Profit) October 2013 - Present
Avangate May 2013 - July 2015
SVB Financial Group April 2011 - April 2013
Wells Fargo January 2009 - January 2011
Cisco Systems May 2008 - January 2009
MetricStream, Inc. March 2007 - June 2008
Patni Computer Systems April 2006 - March 2007
Neoforma, Inc. September 2003 - March 2006
i2 Technologies 2000 - 2002
Skills
Program Management, Business Analysis, Business Development, ERP, Telecommunications, E-commerce, Governance, Financial Services, Healthcare, Web 2.0, Manufacturing, Retail, Energy, Public Sector, Quality System, SDLC, Software Project..., Business Intelligence, Enterprise Software, Cloud Computing, SaaS, PMP, Oracle, Management, Databases, Product Management, Requirements Gathering, CRM, Integration, Start-ups, Agile Methodologies, Leadership, Project Management, Project Portfolio..., Business Strategy, PMO, Professional Services, Entrepreneurship, Consulting, Mergers & Acquisitions, Business Process..., Quality Assurance, Strategy, Cross-functional Team..., Vendor Management, Agile Project Management, IT Strategy, Strategic Planning, Team Building, Business Process
Education
Project Management Institute 2006 — 2007
PMP, Project Management Certification
American Management Association 2004 — 2005
Certificate, Information Technology Project Management
Birla Institute of Technology and Science, Pilani 1981 — 1985
BE(Hons), Electrical & Electronics Engineering
Nagpur University 1979 — 1981
AA, General Sciences
Gregory Prokter's SVB Financial Group Experience February 2006 - September 2014
Job Director and Principal Architect, Payments at PayPal
Industry Financial Services
Experience
PayPal September 2014 - Present
SVB Financial Group February 2006 - September 2014
SVB Financial Group March 2007 - June 2009
Consultant January 2003 - February 2006
Applied Materials January 2002 - February 2003
Manage.com 2001 - 2002
Vianeta Communications January 2001 - December 2001
Altimum (print.com) January 2000 - December 2000
Slangsoft February 1998 - January 2000
RiT Technologies October 1996 - February 1998
Skills
SOA, J2EE, Cloud Computing, Design Patterns, Enterprise Architecture, IT Strategy, TOGAF, EAI, ESB, Architecture, Solution Architecture, SaaS, Agile, SDLC, IT Governance, Software Development, Middleware, Integration, Data Warehousing, IT Management, JMS, Weblogic, Distributed Systems, Java, Technical Architecture, Business Architecture, Security, SOAP, XML, Spring, Scrum, Web 2.0, Hibernate, UML, ITIL, Core Banking, Payment Systems, Payment Gateways, Payment Processing, Mobile Payments, Fraud, Fraud Prevention, Zachman, Web Applications, Team Leadership, Application Architecture, System Architecture, ISO20022, Financial Messaging, Enterprise Software
Education
Case Western Reserve University 1983 — 1985
MS
Technion-Machon Technologi Le' Israel 1975 — 1979
BS
PayPal September 2014 - Present
SVB Financial Group February 2006 - September 2014
SVB Financial Group March 2007 - June 2009
Consultant January 2003 - February 2006
Applied Materials January 2002 - February 2003
Manage.com 2001 - 2002
Vianeta Communications January 2001 - December 2001
Altimum (print.com) January 2000 - December 2000
Slangsoft February 1998 - January 2000
RiT Technologies October 1996 - February 1998
Skills
SOA, J2EE, Cloud Computing, Design Patterns, Enterprise Architecture, IT Strategy, TOGAF, EAI, ESB, Architecture, Solution Architecture, SaaS, Agile, SDLC, IT Governance, Software Development, Middleware, Integration, Data Warehousing, IT Management, JMS, Weblogic, Distributed Systems, Java, Technical Architecture, Business Architecture, Security, SOAP, XML, Spring, Scrum, Web 2.0, Hibernate, UML, ITIL, Core Banking, Payment Systems, Payment Gateways, Payment Processing, Mobile Payments, Fraud, Fraud Prevention, Zachman, Web Applications, Team Leadership, Application Architecture, System Architecture, ISO20022, Financial Messaging, Enterprise Software
Education
Case Western Reserve University 1983 — 1985
MS
Technion-Machon Technologi Le' Israel 1975 — 1979
BS
Susan Kostant's SVB Financial Group Experience February 2008 - October 2014
Job Senior Process Engineer at SVB Financial Group
Industry Information Technology and Services
Experience
SVB Financial Group February 2008 - October 2014
SVB Financial Group March 2007 - January 2008
Cisco Systems May 2000 - September 2006
Cisco Systems October 1997 - May 2000
Education
Arizona State University
B.S., Mathematics
SVB Financial Group February 2008 - October 2014
SVB Financial Group March 2007 - January 2008
Cisco Systems May 2000 - September 2006
Cisco Systems October 1997 - May 2000
Education
Arizona State University
B.S., Mathematics
Karen Horwitz's SVB Financial Group Experience 2009 - 2010
Job Education Specialist
Industry Primary/Secondary Education
Experience
Franklin McKinley School District 2008 - Present
SVB Financial Group 2009 - 2010
Leadership Public Schools 2006 - 2008
Santa Clara Unified School District 2004 - 2006
Vintage Wine Merchants 2005 - 2005
Netscape Communications 1996 - 2001
Lotus Development Corporation 1994 - 1996
Skills
Teaching, Staff Development, Training, Instructional Design, Curriculum Design, E-Learning, Instructional Technology, Product Management, Leadership, Educational Leadership, Curriculum Development, User Experience, Program Development, Program Management, Cross-functional Team..., Interdisciplinary..., Intercultural..., Mediation, Needs Analysis, Data Analysis, Problem Analysis, Strategic Planning, Problem Solving, Research, Report Writing, Editing, Enterprise Software, Computer Security, End User Training, Employee Training, Coaching, Lesson Planning, Foreign Languages, Analysis, Tutoring, Classroom, Classroom Management, Special Education, Literacy, Mathematics Education
Education
Stanford University 1990 — 1994
B.S.
National University 2002 — 2004
M.S.
Stanford Continuing Studies
Academy of Art University 2001 — 2002
Coursera
Continuing Education
EdX
NovoEd
Continuing Education
FutureLearn
Continuing Education
Open2Study
Continuing Education
Franklin McKinley School District 2008 - Present
SVB Financial Group 2009 - 2010
Leadership Public Schools 2006 - 2008
Santa Clara Unified School District 2004 - 2006
Vintage Wine Merchants 2005 - 2005
Netscape Communications 1996 - 2001
Lotus Development Corporation 1994 - 1996
Skills
Teaching, Staff Development, Training, Instructional Design, Curriculum Design, E-Learning, Instructional Technology, Product Management, Leadership, Educational Leadership, Curriculum Development, User Experience, Program Development, Program Management, Cross-functional Team..., Interdisciplinary..., Intercultural..., Mediation, Needs Analysis, Data Analysis, Problem Analysis, Strategic Planning, Problem Solving, Research, Report Writing, Editing, Enterprise Software, Computer Security, End User Training, Employee Training, Coaching, Lesson Planning, Foreign Languages, Analysis, Tutoring, Classroom, Classroom Management, Special Education, Literacy, Mathematics Education
Education
Stanford University 1990 — 1994
B.S.
National University 2002 — 2004
M.S.
Stanford Continuing Studies
Academy of Art University 2001 — 2002
Coursera
Continuing Education
EdX
NovoEd
Continuing Education
FutureLearn
Continuing Education
Open2Study
Continuing Education
Darcey Bohanna Hall's SVB Financial Group Experience October 2014 - Present
Job BSA/AML Compliance Officer at SVB Financial Group
Industry Banking
Experience
SVB Financial Group October 2014 - Present
SVB Financial Group January 2008 - October 2014
FINRA (formerly NASD) April 2005 - January 2008
E*TRADE Financial June 2000 - April 2005
Merrill Lynch 1993 - 1998
Education
California State University-Sacramento 1998 — 2001
MBA
St. Mary's College of California 1989 — 1993
BA, Government
Tomales High School 1985 — 1989
High School
SVB Financial Group October 2014 - Present
SVB Financial Group January 2008 - October 2014
FINRA (formerly NASD) April 2005 - January 2008
E*TRADE Financial June 2000 - April 2005
Merrill Lynch 1993 - 1998
Education
California State University-Sacramento 1998 — 2001
MBA
St. Mary's College of California 1989 — 1993
BA, Government
Tomales High School 1985 — 1989
High School
Samuel Kim, CFA's SVB Financial Group Experience 2004 - 2006
Job Chief Legal Officer at AXA Rosenberg
Industry Investment Management
Experience
AXA Investment Managers October 2006 - Present
SVB Financial Group 2004 - 2006
AXA Rosenberg December 2002 - April 2004
Davis Polk & Wardwell September 2000 - May 2002
Cravath, Swaine & Moore LLP September 1998 - August 2000
Skills
Private Equity, Equities, Securities, Securities Regulation, Mergers, Mergers & Acquisitions, Hedge Funds, Capital Markets, Due Diligence, Investments, Corporate Finance, Corporate Governance, Corporate Law, Asset Management, Venture Capital, Asset Managment, Finance
Education
Columbia University School of Law 1995 — 1998
JD, Law
Harvard University 1985 — 1989
AB, Economics
AXA Investment Managers October 2006 - Present
SVB Financial Group 2004 - 2006
AXA Rosenberg December 2002 - April 2004
Davis Polk & Wardwell September 2000 - May 2002
Cravath, Swaine & Moore LLP September 1998 - August 2000
Skills
Private Equity, Equities, Securities, Securities Regulation, Mergers, Mergers & Acquisitions, Hedge Funds, Capital Markets, Due Diligence, Investments, Corporate Finance, Corporate Governance, Corporate Law, Asset Management, Venture Capital, Asset Managment, Finance
Education
Columbia University School of Law 1995 — 1998
JD, Law
Harvard University 1985 — 1989
AB, Economics
Adam Brink, CPA's SVB Financial Group Experience 2010 - 2011
Job Senior SEC Reporting Analyst at Silicon Valley Bank
Industry Accounting
Experience
Elite Trading & Risk Management Trust December 2010 - Present
Pacioli Associates March 2007 - Present
Silicon Valley Bank October 2010 - April 2011
SVB Financial Group 2010 - 2011
Veritas Christian Academy March 2008 - December 2010
DrFirst May 2010 - August 2010
Federal Home Loan Bank of San Francisco 2010 - 2010
DemandTec November 2009 - December 2009
SOX Professionals, LLC September 2009 - October 2009
Clorox March 2009 - August 2009
Skills
Proofreading, Accounting, SEC filings, General Ledger, Internal Audit, Sarbanes-Oxley Act, Auditing, Hedge Funds, GAAP, Sarbanes-Oxley, Internal Controls, Financial Reporting, Partnership Accounting, Finance, Financial Analysis, Revenue Recognition
Education
California State University-East Bay 2000 — 2001
Livermore High School 1991 — 1995
Elite Trading & Risk Management Trust December 2010 - Present
Pacioli Associates March 2007 - Present
Silicon Valley Bank October 2010 - April 2011
SVB Financial Group 2010 - 2011
Veritas Christian Academy March 2008 - December 2010
DrFirst May 2010 - August 2010
Federal Home Loan Bank of San Francisco 2010 - 2010
DemandTec November 2009 - December 2009
SOX Professionals, LLC September 2009 - October 2009
Clorox March 2009 - August 2009
Skills
Proofreading, Accounting, SEC filings, General Ledger, Internal Audit, Sarbanes-Oxley Act, Auditing, Hedge Funds, GAAP, Sarbanes-Oxley, Internal Controls, Financial Reporting, Partnership Accounting, Finance, Financial Analysis, Revenue Recognition
Education
California State University-East Bay 2000 — 2001
Livermore High School 1991 — 1995
Brett Cottle's SVB Financial Group Experience August 2008 - April 2011
Job Manager Vendor Manager at Amazon
Industry Retail
Experience
Amazon.com February 2015 - Present
Amazon July 2013 - February 2015
Carnegie Mellon University August 2011 - May 2013
Deloitte Consulting May 2012 - August 2012
SVB Financial Group August 2008 - April 2011
SVB Financial Group October 2007 - August 2008
Silicon Valley Bank August 2005 - October 2007
Skills
Business Strategy, Market Analysis, Financial Analysis, Life Sciences, Debt, Acquisitions, Financial Modeling, Lifesciences, Finance, Management, Forecasting, Project Management, Competitive Analysis, Analytics, Corporate Finance, Operations Management, Data Analysis, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Strategy, Marketing & Finance
Whitman College 2001 — 2005
BA, Math & Economics
Amazon.com February 2015 - Present
Amazon July 2013 - February 2015
Carnegie Mellon University August 2011 - May 2013
Deloitte Consulting May 2012 - August 2012
SVB Financial Group August 2008 - April 2011
SVB Financial Group October 2007 - August 2008
Silicon Valley Bank August 2005 - October 2007
Skills
Business Strategy, Market Analysis, Financial Analysis, Life Sciences, Debt, Acquisitions, Financial Modeling, Lifesciences, Finance, Management, Forecasting, Project Management, Competitive Analysis, Analytics, Corporate Finance, Operations Management, Data Analysis, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Strategy, Marketing & Finance
Whitman College 2001 — 2005
BA, Math & Economics
Tyler Livingston's SVB Financial Group Experience September 2010 - Present
Job Director of Financial Risks & Controls at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group September 2010 - Present
Bank of the Orient March 2010 - September 2010
East West Bank May 2008 - November 2009
United Commercial Bank June 2006 - April 2008
Experis Finance (formerly Jefferson Wells) July 2002 - May 2006
Deloitte July 1999 - July 2002
First Security Bank (now Wells Fargo Bank) January 1998 - June 1999
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Internal Controls, Financial Risk, Internal Audit, Banking, Credit, Process Improvement, Auditing, Business Analysis, Finance, Risk Assessment, Financial Analysis, AML, Portfolio Management, Basel II, Investments, Financial Reporting, Financial Services, Operational Risk..., IT Audit, Program Management, Operational Risk, Management, Mortgage Lending, SOX 404, Information Security, Mergers & Acquisitions, Cash Management, Investment Banking, Financial Modeling, Accounting, Fraud, Strategic Financial..., Insurance, Commercial Banking, Due Diligence, Loans, Financial Statements, Capital Markets, Valuation, Treasury Management, Sarbanes-Oxley, Credit Risk, GAAP, External Audit, Information Technology, Governance, Restructuring
Education
Arizona State University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Utah - David Eccles School of Business 1994 — 1998
BS - Accounting, Accounting
Brigham Young University
SVB Financial Group September 2010 - Present
Bank of the Orient March 2010 - September 2010
East West Bank May 2008 - November 2009
United Commercial Bank June 2006 - April 2008
Experis Finance (formerly Jefferson Wells) July 2002 - May 2006
Deloitte July 1999 - July 2002
First Security Bank (now Wells Fargo Bank) January 1998 - June 1999
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Internal Controls, Financial Risk, Internal Audit, Banking, Credit, Process Improvement, Auditing, Business Analysis, Finance, Risk Assessment, Financial Analysis, AML, Portfolio Management, Basel II, Investments, Financial Reporting, Financial Services, Operational Risk..., IT Audit, Program Management, Operational Risk, Management, Mortgage Lending, SOX 404, Information Security, Mergers & Acquisitions, Cash Management, Investment Banking, Financial Modeling, Accounting, Fraud, Strategic Financial..., Insurance, Commercial Banking, Due Diligence, Loans, Financial Statements, Capital Markets, Valuation, Treasury Management, Sarbanes-Oxley, Credit Risk, GAAP, External Audit, Information Technology, Governance, Restructuring
Education
Arizona State University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Utah - David Eccles School of Business 1994 — 1998
BS - Accounting, Accounting
Brigham Young University
Dan Eckhardt's SVB Financial Group Experience 2004 - 2006
Job Corporate Development & Strategy Professional
Industry Computer Hardware
Experience
Hewlett-Packard 2011 - Present
Sun Microsystems 2007 - 2010
SVB Financial Group 2004 - 2006
FleetBoston Financial 2001 - 2003
Intel June 2000 - August 2000
MCI Worldcom 1997 - 1999
Horst Frisch Clowery & Finan 1994 - 1997
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance; Strategy
Williams College 1990 — 1994
BA, Economics; Asian Studies
Waseda University 1992 — 1993
1-year study abroad
Hewlett-Packard 2011 - Present
Sun Microsystems 2007 - 2010
SVB Financial Group 2004 - 2006
FleetBoston Financial 2001 - 2003
Intel June 2000 - August 2000
MCI Worldcom 1997 - 1999
Horst Frisch Clowery & Finan 1994 - 1997
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance; Strategy
Williams College 1990 — 1994
BA, Economics; Asian Studies
Waseda University 1992 — 1993
1-year study abroad
Jason Carone's SVB Financial Group Experience January 2010 - April 2012
Job Product Management at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank March 2013 - Present
Wasatch Luge Club June 2009 - June 2015
Silicon Valley Bank April 2012 - March 2013
SVB Financial Group January 2010 - April 2012
Zions Bank March 2009 - January 2010
Zions Bancorporation June 2002 - March 2009
Carone Management 1997 - 2009
P&H Solutions June 2004 - May 2005
Financial Fusion /Sybase July 2000 - September 2001
Skills
Payments, Banking, Product Management, Product Development, Risk Management, Strategic Planning, Compliance, Internet Banking, Business Strategy, Cash Management, Electronic Payments, Vendor Management, Risk, Team Building, ACH, Negotiation, Budgeting, Problem Solving, Business Analysis, Pricing, Integration, Sales Support, Competitive Analysis, Treasury Management, Strategy, Financial Risk, Program Management, Credit Cards, Financial Analysis, Payment Systems, Business Development, Budgets, Relationship Management, Portfolio Management, Commercial Banking, Credit, Executive Management, Security, Finance, Retail Banking, Debit Cards, Payment Card Processing, Loans, Credit Risk, Mobile Payments, Mergers & Acquisitions, Operational Risk..., Financial Institutions, Consumer Lending, Merchant Services
Education
University of Utah 1995 — 1998
BA, Economics
Arizona State University 1992 — 1993
General
Cottonwood High School 1989 — 1992
Silicon Valley Bank March 2013 - Present
Wasatch Luge Club June 2009 - June 2015
Silicon Valley Bank April 2012 - March 2013
SVB Financial Group January 2010 - April 2012
Zions Bank March 2009 - January 2010
Zions Bancorporation June 2002 - March 2009
Carone Management 1997 - 2009
P&H Solutions June 2004 - May 2005
Financial Fusion /Sybase July 2000 - September 2001
Skills
Payments, Banking, Product Management, Product Development, Risk Management, Strategic Planning, Compliance, Internet Banking, Business Strategy, Cash Management, Electronic Payments, Vendor Management, Risk, Team Building, ACH, Negotiation, Budgeting, Problem Solving, Business Analysis, Pricing, Integration, Sales Support, Competitive Analysis, Treasury Management, Strategy, Financial Risk, Program Management, Credit Cards, Financial Analysis, Payment Systems, Business Development, Budgets, Relationship Management, Portfolio Management, Commercial Banking, Credit, Executive Management, Security, Finance, Retail Banking, Debit Cards, Payment Card Processing, Loans, Credit Risk, Mobile Payments, Mergers & Acquisitions, Operational Risk..., Financial Institutions, Consumer Lending, Merchant Services
Education
University of Utah 1995 — 1998
BA, Economics
Arizona State University 1992 — 1993
General
Cottonwood High School 1989 — 1992
Matthew Irish's SVB Financial Group Experience February 2011 - July 2015
Job Senior Systems Administrator at Silicon Valley Bank
Industry Information Technology and Services
Experience
SVB Financial Group February 2011 - July 2015
SVB Financial Group November 2007 - February 2011
SVB Financial Group May 2004 - November 2007
URS Corporation April 2002 - April 2004
CITADON INC. FORMERLY BIDCOM INC March 2000 - August 2000
Skills
McAfee, Infrastructure..., VMware, Active Directory, Data Center, Disaster Recovery, Windows Administration, IT Operations, System Administration, Business Continuity, VMware Infrastructure, Citrix, vSphere, CCNA, Windows Server, DNS, Servers, Microsoft Exchange, Operating Systems, Help Desk Support, Technical Support, HP, Software Installation, System Deployment, Storage Area Networks, Cloud Computing
Education
Silicon Valley College 1999 — 2000
Certificate, Information Systems Management
Chabot College 1997 — 1998
SVB Financial Group February 2011 - July 2015
SVB Financial Group November 2007 - February 2011
SVB Financial Group May 2004 - November 2007
URS Corporation April 2002 - April 2004
CITADON INC. FORMERLY BIDCOM INC March 2000 - August 2000
Skills
McAfee, Infrastructure..., VMware, Active Directory, Data Center, Disaster Recovery, Windows Administration, IT Operations, System Administration, Business Continuity, VMware Infrastructure, Citrix, vSphere, CCNA, Windows Server, DNS, Servers, Microsoft Exchange, Operating Systems, Help Desk Support, Technical Support, HP, Software Installation, System Deployment, Storage Area Networks, Cloud Computing
Education
Silicon Valley College 1999 — 2000
Certificate, Information Systems Management
Chabot College 1997 — 1998
Izzy Ogaz's SVB Financial Group Experience March 2000 - September 2009
Job President, Beulah Historical Society 501(3)(c)
Industry Information Technology and Services
Experience
Beulah Historical Society 501(3)(c) June 2014 - Present
Gobins, Inc March 2014 - Present
eBay February 2011 - January 2012
SVB Financial Group March 2000 - September 2009
Bonifls Blood Center September 1990 - February 1996
Skills
Access, Business Analysis, Cloud Computing, Data Center, Databases, ITIL, Leadership, Licensing, Management, Process Improvement, Procurement, Servers, SharePoint, Software Documentation, Strategy, VMware, Vendor Management, Virtualization, Visio, Asset Management, Purchasing, Hardware, IT Management, IT Service Management, Project Management, Enterprise Software, SaaS, Healthcare, Team Leadership, IT Strategy, IT Operations, Business Process, Information Technology, Business Process..., PMP, Outsourcing, Active Directory, BMC Remedy, IT Asset Management, System Deployment, Telecommunications, Microsoft Technologies, Testing
Education
San Jose State University 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Colorado State University-Pueblo 1992 — 1996
Bachelor of Arts (B.A.)
Beulah Historical Society 501(3)(c) June 2014 - Present
Gobins, Inc March 2014 - Present
eBay February 2011 - January 2012
SVB Financial Group March 2000 - September 2009
Bonifls Blood Center September 1990 - February 1996
Skills
Access, Business Analysis, Cloud Computing, Data Center, Databases, ITIL, Leadership, Licensing, Management, Process Improvement, Procurement, Servers, SharePoint, Software Documentation, Strategy, VMware, Vendor Management, Virtualization, Visio, Asset Management, Purchasing, Hardware, IT Management, IT Service Management, Project Management, Enterprise Software, SaaS, Healthcare, Team Leadership, IT Strategy, IT Operations, Business Process, Information Technology, Business Process..., PMP, Outsourcing, Active Directory, BMC Remedy, IT Asset Management, System Deployment, Telecommunications, Microsoft Technologies, Testing
Education
San Jose State University 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Colorado State University-Pueblo 1992 — 1996
Bachelor of Arts (B.A.)
Cindy Decker's SVB Financial Group Experience April 2008 - Present
Job IT Governance Manager at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group April 2008 - Present
SVB Financial Group (Silicon Valley Bank) 2007 - 2008
Education
Bucknell University 1971 — 1975
SVB Financial Group April 2008 - Present
SVB Financial Group (Silicon Valley Bank) 2007 - 2008
Education
Bucknell University 1971 — 1975
Patrick Braun's SVB Financial Group Experience Program ManagerPersonnel Decisions International2004 - 2006
Job Learning & Development Specialist at SVB Financial Group
Industry Human Resources
Experience
SVB Financial Group Program ManagerPersonnel Decisions International2004 - 2006
Education
College of San Mateo 2002 — 2004
University of California, Davis 1996 — 1998
SVB Financial Group Program ManagerPersonnel Decisions International2004 - 2006
Education
College of San Mateo 2002 — 2004
University of California, Davis 1996 — 1998
Laurie Solano's SVB Financial Group Experience 1997 - Present
Job Relationship Advisor Commercial Banking Client focused for the innovation sector on the deposit side
Industry Banking
Experience
Silicon Valley Bank August 1997 - Present
SVB Financial Group 1997 - Present
Skills
Client Service, Analytical Skills, Excellent Communication..., Client Relationship..., Extensive knowledge of..., Cash Management, CRM, Portfolio Management, Business Development, Financial Services, Risk Management, Commercial Banking, Banking, Finance, Client Services
Education
De Anza College
Silicon Valley Bank August 1997 - Present
SVB Financial Group 1997 - Present
Skills
Client Service, Analytical Skills, Excellent Communication..., Client Relationship..., Extensive knowledge of..., Cash Management, CRM, Portfolio Management, Business Development, Financial Services, Risk Management, Commercial Banking, Banking, Finance, Client Services
Education
De Anza College
Thiru Ramu's SVB Financial Group Experience September 2006 - October 2012
Job Principal Software Engineer at Solium Capital
Industry Information Technology and Services
Experience
Solium Capital May 2012 - Present
SVB Financial Group September 2006 - October 2012
American Stock Transfer & Trust Co LLC January 2004 - July 2006
Concio February 2002 - January 2004
SSI Technologies April 2000 - January 2001
Hitech Consultants July 1998 - April 2000
L&T Ltd., ECC Division July 1987 - June 1998
Skills
.NET, C#, WCF, Entity Framework, Enterprise Architect, ASP, Oracle, Database Design, Application Design, Application Development, Visual Studio, Financial Accounting, Equity Valuation, JavaScript JQuery, Windows AppFabric, Selenium Testing, Version Control SVN, ASP.NET MVC, VB6, COM/DCOM/COM+, IIS, XML/XSLT/XPATH/DOM/MSXML, Crystal Reports, Pervasive Data..., D3JS, Neo4j, Scrum, Software Development, XML, Enterprise Architecture, Software Design, Requirements Analysis
Education
Anna University 1994 — 1997
Bachelor of Engineering, Civil Engineering
Seshasayee Institute of Technology 1984 — 1987
Diploma, Civil Engineering
Solium Capital May 2012 - Present
SVB Financial Group September 2006 - October 2012
American Stock Transfer & Trust Co LLC January 2004 - July 2006
Concio February 2002 - January 2004
SSI Technologies April 2000 - January 2001
Hitech Consultants July 1998 - April 2000
L&T Ltd., ECC Division July 1987 - June 1998
Skills
.NET, C#, WCF, Entity Framework, Enterprise Architect, ASP, Oracle, Database Design, Application Design, Application Development, Visual Studio, Financial Accounting, Equity Valuation, JavaScript JQuery, Windows AppFabric, Selenium Testing, Version Control SVN, ASP.NET MVC, VB6, COM/DCOM/COM+, IIS, XML/XSLT/XPATH/DOM/MSXML, Crystal Reports, Pervasive Data..., D3JS, Neo4j, Scrum, Software Development, XML, Enterprise Architecture, Software Design, Requirements Analysis
Education
Anna University 1994 — 1997
Bachelor of Engineering, Civil Engineering
Seshasayee Institute of Technology 1984 — 1987
Diploma, Civil Engineering
John Santos's SVB Financial Group Experience January 2013 - April 2015
Job Program Manager eDoc Solutions Robert Half
Industry Staffing and Recruiting
Experience
Robert Half April 2015 - Present
SVB Financial Group January 2013 - April 2015
SVB Financial Group July 2012 - January 2013
Bank of the West September 2011 - June 2012
Charles Schwab March 2007 - March 2011
Hewitt Associates 2004 - 2006
GE Medical Systems 1999 - 2003
Bio-Rad Laboratories 1995 - 1999
Skills
Certified Six Sigma..., Fluent Spanish, Fluent Portuguese, Six Sigma, Business Requirements, Business Process..., Project Portfolio..., Business Strategy, Business Analysis, Strategic Planning, Problem Solving, Process Improvement, Analytics, Vendor Management, Analysis, Business Process, Financial Services, SharePoint, PMO, Business Intelligence, Banking, CRM, Project Management, Risk Management, Software Documentation, Leadership, Management, Product Management, Visio, Program Management, SDLC
Education
California State University-East Bay 1991 — 1994
BA, Biochemistry
Robert Half April 2015 - Present
SVB Financial Group January 2013 - April 2015
SVB Financial Group July 2012 - January 2013
Bank of the West September 2011 - June 2012
Charles Schwab March 2007 - March 2011
Hewitt Associates 2004 - 2006
GE Medical Systems 1999 - 2003
Bio-Rad Laboratories 1995 - 1999
Skills
Certified Six Sigma..., Fluent Spanish, Fluent Portuguese, Six Sigma, Business Requirements, Business Process..., Project Portfolio..., Business Strategy, Business Analysis, Strategic Planning, Problem Solving, Process Improvement, Analytics, Vendor Management, Analysis, Business Process, Financial Services, SharePoint, PMO, Business Intelligence, Banking, CRM, Project Management, Risk Management, Software Documentation, Leadership, Management, Product Management, Visio, Program Management, SDLC
Education
California State University-East Bay 1991 — 1994
BA, Biochemistry
Lynda Frieden's SVB Financial Group Experience March 2011 - October 2012
Job Executive Assistant to Chief Investment Officer at Financial Engines
Industry Financial Services
Experience
Financial Engines July 2013 - Present
ACS/Church On The Hill November 2012 - July 2013
SVB Financial Group March 2011 - October 2012
SVB Financial Group November 2008 - March 2011
SVB Financial Group May 2006 - November 2008
Silicon Valley Bank Financial Group May 1999 - May 2006
Skills
Operational Planning, Expense Management, Event Management, Budgets, Relationship Management, Banking, PeopleSoft, Vendor Management, Governance, Financial Analysis, Management, Strategy, Human Resources, Project Management, Project Planning, Risk Management, Process Improvement, Leadership, Portfolio Management
Education
De Anza College
De Anza College
Financial Engines July 2013 - Present
ACS/Church On The Hill November 2012 - July 2013
SVB Financial Group March 2011 - October 2012
SVB Financial Group November 2008 - March 2011
SVB Financial Group May 2006 - November 2008
Silicon Valley Bank Financial Group May 1999 - May 2006
Skills
Operational Planning, Expense Management, Event Management, Budgets, Relationship Management, Banking, PeopleSoft, Vendor Management, Governance, Financial Analysis, Management, Strategy, Human Resources, Project Management, Project Planning, Risk Management, Process Improvement, Leadership, Portfolio Management
Education
De Anza College
De Anza College
Antonov, Ivo's SVB Financial Group Experience 2011 - Present
Job Head of Portfolio Analytics at Silicon Valley Bank
Industry Financial Services
Experience
SVB Financial Group 2011 - Present
Moody's Analytics 2007 - March 2010
Independent Risk Consultant April 2010 - 2010
Moody's KMV 1999 - 2007
Skills
Stress Testing, Risk Management, Credit Risk, Financial Risk, Economic Capital, Business Development, V&V, Solvency II, Credit, Equities, Banking, Portfolio Management, Financial Services, Capital Markets, Financial Modeling, Asset Management, Basel II, Fixed Income, Management, Derivatives, Finance, Valuation, Financial Markets
Education
Cyprus International Institute of Management 1993 — 1994
MBA
Technical University Sofia 1987 — 1992
MS, Computer Science
114 AEG
SVB Financial Group 2011 - Present
Moody's Analytics 2007 - March 2010
Independent Risk Consultant April 2010 - 2010
Moody's KMV 1999 - 2007
Skills
Stress Testing, Risk Management, Credit Risk, Financial Risk, Economic Capital, Business Development, V&V, Solvency II, Credit, Equities, Banking, Portfolio Management, Financial Services, Capital Markets, Financial Modeling, Asset Management, Basel II, Fixed Income, Management, Derivatives, Finance, Valuation, Financial Markets
Education
Cyprus International Institute of Management 1993 — 1994
MBA
Technical University Sofia 1987 — 1992
MS, Computer Science
114 AEG
Mark Pasculano's SVB Financial Group Experience September 1991 - August 1999
Job Risk Manager, SVP at Square 1 Bank
Industry Banking
Experience
Square 1 Bank March 2014 - Present
Charity Partners, Inc. and Tickets For Charity August 2012 - March 2014
First Commons Bank, Newton Centre, MA June 2010 - August 2012
Silicon Valley Bank April 2000 - May 2006
SVB Financial Group September 1991 - August 1999
Skills
Non-profits, Asset Based Lending, Credit, Nonprofits, Commercial Lending, New Business Development, Portfolio Management, Commercial Banking, Strategic Planning, Management, Loans, Financial Risk, Banking, Risk Management, Executive Management
Education
Boston University - School of Management 1989 — 1991
MBA
Tufts University 1983 — 1987
BA, Economics, Spanish
Choate Rosemary Hall 1980 — 1983
Square 1 Bank March 2014 - Present
Charity Partners, Inc. and Tickets For Charity August 2012 - March 2014
First Commons Bank, Newton Centre, MA June 2010 - August 2012
Silicon Valley Bank April 2000 - May 2006
SVB Financial Group September 1991 - August 1999
Skills
Non-profits, Asset Based Lending, Credit, Nonprofits, Commercial Lending, New Business Development, Portfolio Management, Commercial Banking, Strategic Planning, Management, Loans, Financial Risk, Banking, Risk Management, Executive Management
Education
Boston University - School of Management 1989 — 1991
MBA
Tufts University 1983 — 1987
BA, Economics, Spanish
Choate Rosemary Hall 1980 — 1983
Michael Wadley's SVB Financial Group Experience 2009 - 2013
Job Vice President of Supply Chain at Origami Owl Custom Jewelry
Industry Financial Services
Experience
Origami Owl Custom Jewelry 2013 - Present
SVB Financial Group 2009 - 2013
Ford Motor Company July 2005 - August 2009
Ford Motor Company June 2000 - July 2005
Texas Technology and Economic Development December 1998 - June 2000
Skills
Supply Management, Procurement, Purchasing, Manufacturing, Sourcing, Strategic Sourcing, Global Sourcing, Budgets, Supply Chain Management, Supplier Development, Supply Chain, Supplier Negotiation, Engineering, Process Improvement, Six Sigma, Cross-functional Team..., Negotiation, Supplier Evaluation, Automotive, Forecasting, Contract Negotiation, Vendor Management, Lean Manufacturing, Continuous Improvement, MRP, Logistics, Materials Management, Pricing, Outsourcing
Education
Texas A&M University - Mays Business School 1998 — 2000
MBA, Strategy
West Virginia University 1996 — 1998
MA, Public Policy & International Relations
Brigham Young University 1992 — 1995
BA, Political Science
Origami Owl Custom Jewelry 2013 - Present
SVB Financial Group 2009 - 2013
Ford Motor Company July 2005 - August 2009
Ford Motor Company June 2000 - July 2005
Texas Technology and Economic Development December 1998 - June 2000
Skills
Supply Management, Procurement, Purchasing, Manufacturing, Sourcing, Strategic Sourcing, Global Sourcing, Budgets, Supply Chain Management, Supplier Development, Supply Chain, Supplier Negotiation, Engineering, Process Improvement, Six Sigma, Cross-functional Team..., Negotiation, Supplier Evaluation, Automotive, Forecasting, Contract Negotiation, Vendor Management, Lean Manufacturing, Continuous Improvement, MRP, Logistics, Materials Management, Pricing, Outsourcing
Education
Texas A&M University - Mays Business School 1998 — 2000
MBA, Strategy
West Virginia University 1996 — 1998
MA, Public Policy & International Relations
Brigham Young University 1992 — 1995
BA, Political Science
William Cervin's SVB Financial Group Experience June 2009 - September 2009
Job Founder & CEO, Tantrum Street LLC
Industry Computer Software
Experience
Tantrum Street July 2011 - Present
Dallas Social Venture Partners July 2013 - Present
Business in Cleantech + Environment (BiCE) Summit 2010 September 2009 - March 2010
ESADE Business School September 2008 - March 2010
ESADE MBASA Clean Energy & Environment Club February 2009 - January 2010
ESADE MBASA Finance Club September 2008 - November 2009
SVB Financial Group June 2009 - September 2009
BAE Systems Information Technology December 2006 - August 2008
US Department of Defense September 2006 - November 2006
Office of the Secretary of Defense January 2006 - September 2006
Skills
Venture Capital, Government Affairs, Strategic Planning, Government Liaison, Technology Development, International Business, Business Strategy, Business Management, Data Analysis, Data Mining, Government, Management, Strategy, Leadership, Start-ups, Entrepreneurship, Analytics, Business Development, Management Consulting, Analysis, Marketing, Finance, Mergers & Acquisitions
Education
ESADE Business School 2008 — 2010
MBA
Texas A&M University 1999 — 2003
Bachelor
University of Richmond 1998 — 1998
Highland Park High School 1994 — 1998
Diploma
Tantrum Street July 2011 - Present
Dallas Social Venture Partners July 2013 - Present
Business in Cleantech + Environment (BiCE) Summit 2010 September 2009 - March 2010
ESADE Business School September 2008 - March 2010
ESADE MBASA Clean Energy & Environment Club February 2009 - January 2010
ESADE MBASA Finance Club September 2008 - November 2009
SVB Financial Group June 2009 - September 2009
BAE Systems Information Technology December 2006 - August 2008
US Department of Defense September 2006 - November 2006
Office of the Secretary of Defense January 2006 - September 2006
Skills
Venture Capital, Government Affairs, Strategic Planning, Government Liaison, Technology Development, International Business, Business Strategy, Business Management, Data Analysis, Data Mining, Government, Management, Strategy, Leadership, Start-ups, Entrepreneurship, Analytics, Business Development, Management Consulting, Analysis, Marketing, Finance, Mergers & Acquisitions
Education
ESADE Business School 2008 — 2010
MBA
Texas A&M University 1999 — 2003
Bachelor
University of Richmond 1998 — 1998
Highland Park High School 1994 — 1998
Diploma
Doreen Jimenez's SVB Financial Group Experience July 2006 - Present
Job Division Support Manager at Silicon Valley Bank
Industry Financial Services
Experience
SVB Financial Group July 2006 - Present
SVB Financial Group July 2004 - June 2006
SVB Financial Group October 2000 - July 2004
Skills
Human Resources, PeopleSoft, Administrative..., Banking, Calendaring, Outlook, Event Planning, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Travel Arrangements, Executive Support, Office Administration, Microsoft Word, Employee Relations
Education
Azusa Pacific University
SVB Financial Group July 2006 - Present
SVB Financial Group July 2004 - June 2006
SVB Financial Group October 2000 - July 2004
Skills
Human Resources, PeopleSoft, Administrative..., Banking, Calendaring, Outlook, Event Planning, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Travel Arrangements, Executive Support, Office Administration, Microsoft Word, Employee Relations
Education
Azusa Pacific University
Lynn Holmes's SVB Financial Group Experience March 2015 - Present
Job Senior Vice President Advisory Services at SVB Financial Group
Industry Banking
Experience
SVB Financial Group March 2015 - Present
SVB Financial Group October 2011 - February 2015
SVB Financial Group August 2008 - September 2011
SVB Financial Group March 2007 - July 2008
SVB Financial Group August 2006 - February 2007
Further Lane asset Management June 2005 - August 2005
Skills
Risk Management, Portfolio Management, Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investments, Private Equity, Due Diligence, Strategy, Venture Capital, Credit, Relationship Management, Loans
Education
Bucknell University
BA, Economics, Spanish
SVB Financial Group March 2015 - Present
SVB Financial Group October 2011 - February 2015
SVB Financial Group August 2008 - September 2011
SVB Financial Group March 2007 - July 2008
SVB Financial Group August 2006 - February 2007
Further Lane asset Management June 2005 - August 2005
Skills
Risk Management, Portfolio Management, Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investments, Private Equity, Due Diligence, Strategy, Venture Capital, Credit, Relationship Management, Loans
Education
Bucknell University
BA, Economics, Spanish
Jenny (Thompson) Rempel, CPA's SVB Financial Group Experience May 2011 - Present
Job
Industry Venture Capital & Private Equity
Experience
SVB Financial Group May 2011 - Present
Three Arch Partners 2006 - May 2011
PricewaterhouseCoopers 2001 - 2006
Skills
Technical Accounting, SEC reporting, US GAAP, SOX, Venture Capital, Consolidation, Revenue Recognition, Internal Controls, Sarbanes-Oxley, Auditing, PeopleSoft, Financial Statements, SEC filings, CPA, Big 4, Fund Of Funds, Business Valuation, Private Equity, General Ledger, Financial Reporting, Financial Analysis, Essbase, Fund Accounting, Investor Relations, Start-ups, Enterprise Risk...
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
BS, Business Administration - Accounting
SVB Financial Group May 2011 - Present
Three Arch Partners 2006 - May 2011
PricewaterhouseCoopers 2001 - 2006
Skills
Technical Accounting, SEC reporting, US GAAP, SOX, Venture Capital, Consolidation, Revenue Recognition, Internal Controls, Sarbanes-Oxley, Auditing, PeopleSoft, Financial Statements, SEC filings, CPA, Big 4, Fund Of Funds, Business Valuation, Private Equity, General Ledger, Financial Reporting, Financial Analysis, Essbase, Fund Accounting, Investor Relations, Start-ups, Enterprise Risk...
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
BS, Business Administration - Accounting
Julia Lo's SVB Financial Group Experience 2004 - 2005
Job Manager in Regulatory & Compliance Advisory
Industry Banking
Experience
Deloitte January 2015 - Present
Standard Chartered Bank April 2014 - December 2014
Standard Chartered Bank September 2011 - May 2014
Standard Chartered Bank June 2010 - September 2011
Federal Home Loan Bank of New York November 2005 - June 2010
SVB Financial Group 2004 - 2005
Skills
Credit Risk, Credit Analysis, Banking, Financial Risk, Loans, Commercial Banking, Risk Management, Credit, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2007 — 2008
MBA, Finance / Financial Analytics / Marketing
Boston University - School of Management
Bachelor's degree, Finance, French
Deloitte January 2015 - Present
Standard Chartered Bank April 2014 - December 2014
Standard Chartered Bank September 2011 - May 2014
Standard Chartered Bank June 2010 - September 2011
Federal Home Loan Bank of New York November 2005 - June 2010
SVB Financial Group 2004 - 2005
Skills
Credit Risk, Credit Analysis, Banking, Financial Risk, Loans, Commercial Banking, Risk Management, Credit, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2007 — 2008
MBA, Finance / Financial Analytics / Marketing
Boston University - School of Management
Bachelor's degree, Finance, French
Debbie Teryison's SVB Financial Group Experience 2001 - Present
Job Head of Performance Management at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank Head of Global Loan ServicesSVB2012 - Present
SVB Financial Group, publicly-traded global company with $12.5B in assets, Santa Clara, CA 2008 - Present
SVB Financial Group 2001 - Present
Silicon Valley Bank January 2001 - September 2007
Skills
Change Management, Program Management, Business Process..., Strategic Planning, Process Engineering, Governance, Budgeting, Business Analysis, Risk Management, Business Planning, Business Strategy, Coaching, Problem Solving, Operations Management, Performance Management, Banking, Compliance, Team Building, Process Improvement, Business Transformation, Process Management, Organizational Design, Vendor Management, Financial Risk
Education
California State University-Fullerton
BA, English
Silicon Valley Bank Head of Global Loan ServicesSVB2012 - Present
SVB Financial Group, publicly-traded global company with $12.5B in assets, Santa Clara, CA 2008 - Present
SVB Financial Group 2001 - Present
Silicon Valley Bank January 2001 - September 2007
Skills
Change Management, Program Management, Business Process..., Strategic Planning, Process Engineering, Governance, Budgeting, Business Analysis, Risk Management, Business Planning, Business Strategy, Coaching, Problem Solving, Operations Management, Performance Management, Banking, Compliance, Team Building, Process Improvement, Business Transformation, Process Management, Organizational Design, Vendor Management, Financial Risk
Education
California State University-Fullerton
BA, English
John Ortelle's SVB Financial Group Experience January 2013 - Present
Job Senior Associate at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group January 2013 - Present
LP Capital Advisors March 2010 - December 2012
LP Capital Advisors September 2009 - March 2010
California State University, Sacramento September 2008 - December 2009
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, LBO, Investments, Alternative Assets, Research, Asset Managment, Value Investing, Financial Analysis, Due Diligence
Education
California State University-Sacramento 2005 — 2009
Bachelor of Science, Business Administration, Finance, International Business
SVB Financial Group January 2013 - Present
LP Capital Advisors March 2010 - December 2012
LP Capital Advisors September 2009 - March 2010
California State University, Sacramento September 2008 - December 2009
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, LBO, Investments, Alternative Assets, Research, Asset Managment, Value Investing, Financial Analysis, Due Diligence
Education
California State University-Sacramento 2005 — 2009
Bachelor of Science, Business Administration, Finance, International Business
Nate Wilcox's SVB Financial Group Experience 2010 - 2011
Job University of San Francisco, Financial Economics
Industry Financial Services
Experience
Student Economics Finance August 2013 - Present
Equity Residential February 2013 - March 2013
Archstone October 2012 - February 2013
SVB Financial Group 2010 - 2011
Starwood Hotels & Resorts Worldwide, Inc. 2009 - 2010
Smith Barney 2007 - 2007
Oberoi Bangalore 2006 - 2006
Skills
Financial Econometrics, EViews, GARCH, Financial Modeling, Monetary Economics, Game Theory, Forecasting, Hospitality Management, Hospitality, Front Office, Revenue Analysis, Hospitality Industry, Hotel Management, Food & Beverage, Hotels, Pre-opening, Micros, Banquets, Sales&Marketing, MRI, POS, Delphi, Sales
Education
University of San Francisco 2013 — 2015
Master of Arts (MA), Economics
California Culinary Academy 2008 — 2009
Bachelor's degree, Hospitality Managment
Student Economics Finance August 2013 - Present
Equity Residential February 2013 - March 2013
Archstone October 2012 - February 2013
SVB Financial Group 2010 - 2011
Starwood Hotels & Resorts Worldwide, Inc. 2009 - 2010
Smith Barney 2007 - 2007
Oberoi Bangalore 2006 - 2006
Skills
Financial Econometrics, EViews, GARCH, Financial Modeling, Monetary Economics, Game Theory, Forecasting, Hospitality Management, Hospitality, Front Office, Revenue Analysis, Hospitality Industry, Hotel Management, Food & Beverage, Hotels, Pre-opening, Micros, Banquets, Sales&Marketing, MRI, POS, Delphi, Sales
Education
University of San Francisco 2013 — 2015
Master of Arts (MA), Economics
California Culinary Academy 2008 — 2009
Bachelor's degree, Hospitality Managment
Austin Badger's SVB Financial Group Experience February 2014 - Present
Job Senior Associate at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group February 2014 - Present
Savitr Capital LLC January 2013 - February 2014
Savitr Capital LLC February 2012 - February 2014
Fisher Investments November 2010 - February 2012
Merrill Lynch Forest Group February 2010 - April 2010
Northwestern Mutual Financial Network August 2008 - May 2009
Skills
Portfolio Management, Insurance, Financial Analysis, Financial Modeling, Asset Managment, Hedge Funds, Equities, Finance, Valuation, Equity Trading, Accounting, Corporate Finance, Market Research, Microsoft Excel, PowerPoint, Bloomberg, Thompson One, Strategy Implementation, Financial Software..., Quantitative Research, Platform Architecture, Private Equity, Asset Management, Alternative Investments, Securities, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (BS), Finance, Economics, Dean List 2006-2010
Griffith University 2009 — 2009
International Business
SVB Financial Group February 2014 - Present
Savitr Capital LLC January 2013 - February 2014
Savitr Capital LLC February 2012 - February 2014
Fisher Investments November 2010 - February 2012
Merrill Lynch Forest Group February 2010 - April 2010
Northwestern Mutual Financial Network August 2008 - May 2009
Skills
Portfolio Management, Insurance, Financial Analysis, Financial Modeling, Asset Managment, Hedge Funds, Equities, Finance, Valuation, Equity Trading, Accounting, Corporate Finance, Market Research, Microsoft Excel, PowerPoint, Bloomberg, Thompson One, Strategy Implementation, Financial Software..., Quantitative Research, Platform Architecture, Private Equity, Asset Management, Alternative Investments, Securities, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (BS), Finance, Economics, Dean List 2006-2010
Griffith University 2009 — 2009
International Business
Tyler Dittrich's SVB Financial Group Experience February 2012 - August 2013
Job
Industry Venture Capital & Private Equity
Experience
TA Associates May 2015 - Present
Silicon Valley Bank September 2013 - April 2015
SVB Financial Group February 2012 - August 2013
SVB Financial Group June 2010 - January 2012
ChinaVest May 2009 - August 2009
Nixon Peabody May 2008 - August 2008
Skills
Financial Modeling, Venture Capital, Private Equity
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
TA Associates May 2015 - Present
Silicon Valley Bank September 2013 - April 2015
SVB Financial Group February 2012 - August 2013
SVB Financial Group June 2010 - January 2012
ChinaVest May 2009 - August 2009
Nixon Peabody May 2008 - August 2008
Skills
Financial Modeling, Venture Capital, Private Equity
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Noelle Cheung's SVB Financial Group Experience September 2009 - Present
Job Senior Audit Manager at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group September 2009 - Present
PricewaterhouseCoopers February 2003 - September 2009
Skills
Reg. Compliance Audit, Operational Audit, Risk Assessent, Internal Controls, Business Process, COSO, Compliance Consulting, Anti Money Laundering, Management Consulting, SOX 404
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accounting
DePaul University
Master of Science (M.S.)
SVB Financial Group September 2009 - Present
PricewaterhouseCoopers February 2003 - September 2009
Skills
Reg. Compliance Audit, Operational Audit, Risk Assessent, Internal Controls, Business Process, COSO, Compliance Consulting, Anti Money Laundering, Management Consulting, SOX 404
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accounting
DePaul University
Master of Science (M.S.)
Brian D's SVB Financial Group Experience 2011 - 2013
Job EVP & Chief Marketing Officer at Nordstrom
Industry Marketing and Advertising
Experience
Nordstrom 2013 - Present
SVB Financial Group 2011 - 2013
Intuit 2001 - 2011
Intuit 2005 - 2009
Intuit 2004 - 2005
Intuit 2001 - 2004
Bain & Company 1998 - 2001
Pacific Council on International Policy 1994 - 1998
Coca-Cola Enterprises June 1984 - 1992
Knowledge Edge 1989 - 1990
Education
Georgetown University
MA, Diplomatic History
University of Southern California
PhD, International Relations
University of Washington
BA, History and English
Nordstrom 2013 - Present
SVB Financial Group 2011 - 2013
Intuit 2001 - 2011
Intuit 2005 - 2009
Intuit 2004 - 2005
Intuit 2001 - 2004
Bain & Company 1998 - 2001
Pacific Council on International Policy 1994 - 1998
Coca-Cola Enterprises June 1984 - 1992
Knowledge Edge 1989 - 1990
Education
Georgetown University
MA, Diplomatic History
University of Southern California
PhD, International Relations
University of Washington
BA, History and English
James Ellison's SVB Financial Group Experience January 2011 - Present
Job Managing Director at SVB Financial Group
Industry Venture Capital & Private Equity
Experience
SVB Financial Group January 2011 - Present
Pearl Street Capital Group August 2009 - December 2010
Square 1 Bank 2008 - 2009
Escalate Capital 2004 - 2007
Comerica Bank 1997 - 2004
Silicon Valley Bank 1992 - 1997
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Finance
SVB Financial Group January 2011 - Present
Pearl Street Capital Group August 2009 - December 2010
Square 1 Bank 2008 - 2009
Escalate Capital 2004 - 2007
Comerica Bank 1997 - 2004
Silicon Valley Bank 1992 - 1997
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Finance
Daphne Hao's SVB Financial Group Experience June 2010 - September 2011
Job Senior Manager Treasury Corporate Finance at Charles Schwab & Co., Inc.
Industry Banking
Experience
Charles Schwab & Co., Inc. September 2011 - May 2014
SVB Financial Group June 2010 - September 2011
East West Bank (formerly United Commercial Bank) April 2006 - June 2010
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance
National Taiwan University
BS, International Business
Charles Schwab & Co., Inc. September 2011 - May 2014
SVB Financial Group June 2010 - September 2011
East West Bank (formerly United Commercial Bank) April 2006 - June 2010
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance
National Taiwan University
BS, International Business
Arlyn Bungay's SVB Financial Group Experience April 2013 - April 2015
Job Administrative Assistant III at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group April 2013 - April 2015
SVB Financial Group June 2011 - March 2013
SVB Financial Group October 2007 - June 2011
Skills
PeopleSoft, Outlook, Administrative..., Calendaring, PowerPoint, Microsoft Excel, Banking, Office Administration, Management, Microsoft Word, Travel Arrangements, Access, Administrative..., Customer Service, Event Planning, Microsoft Office, Leadership
Education
De Anza College 2004 — 2006
In process, Business/Corporate Communications
SVB Financial Group April 2013 - April 2015
SVB Financial Group June 2011 - March 2013
SVB Financial Group October 2007 - June 2011
Skills
PeopleSoft, Outlook, Administrative..., Calendaring, PowerPoint, Microsoft Excel, Banking, Office Administration, Management, Microsoft Word, Travel Arrangements, Access, Administrative..., Customer Service, Event Planning, Microsoft Office, Leadership
Education
De Anza College 2004 — 2006
In process, Business/Corporate Communications
Vanessa Dang's SVB Financial Group Experience November 2007 - Present
Job Senior AML/BSA Analyst at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group November 2007 - Present
Greater Bay Bancorp 2000 - November 2007
Skills
Banking, AML, Financial Risk, Fraud
Education
California State University-Fresno
BS, Business Admin-Info Systems
SVB Financial Group November 2007 - Present
Greater Bay Bancorp 2000 - November 2007
Skills
Banking, AML, Financial Risk, Fraud
Education
California State University-Fresno
BS, Business Admin-Info Systems
Doris Coleman's SVB Financial Group Experience November 2008 - December 2010
Job Payroll Administrator at Mozilla Corporation
Industry Human Resources
Experience
Mozilla Corporation December 2010 - Present
SVB Financial Group November 2008 - December 2010
SVB Financial Group January 2007 - November 2008
TerraCheck, Inc. September 2004 - December 2006
Blue Heron Health Center September 2002 - January 2005
Education
Sveučilište u Rijeci 1992 — 1997
B.S., Economics Minor: International Trade
Mozilla Corporation December 2010 - Present
SVB Financial Group November 2008 - December 2010
SVB Financial Group January 2007 - November 2008
TerraCheck, Inc. September 2004 - December 2006
Blue Heron Health Center September 2002 - January 2005
Education
Sveučilište u Rijeci 1992 — 1997
B.S., Economics Minor: International Trade
Michael Zuckert's SVB Financial Group Experience March 2014 - Present
Job General Counsel at SVB Financial Group
Industry Banking
Experience
SVB Financial Group March 2014 - Present
Citigroup July 2002 - January 2014
Morgan Stanley February 1987 - June 2002
TheStreet February 1999 - April 2000
Willkie Farr & Gallagher LLP October 1983 - February 1987
Education
New York University School of Law 1980 — 1983
J.D.
Brown University 1976 — 1980
A.B.
SVB Financial Group March 2014 - Present
Citigroup July 2002 - January 2014
Morgan Stanley February 1987 - June 2002
TheStreet February 1999 - April 2000
Willkie Farr & Gallagher LLP October 1983 - February 1987
Education
New York University School of Law 1980 — 1983
J.D.
Brown University 1976 — 1980
A.B.
Michele Nguyen's SVB Financial Group Experience May 2014 - Present
Job Senior Internal Audit at SVB Financial Group
Industry Accounting
Experience
SVB Financial Group May 2014 - Present
Ernst & Young September 2011 - May 2014
Wells Fargo October 2010 - August 2011
Ernst & Young June 2010 - August 2010
Wells Fargo Bank March 2008 - June 2010
EXPRESS October 2007 - November 2008
Gap Inc. September 2006 - October 2007
Skills
Accounting, Financial Accounting, Auditing, Financial Reporting, Financial Analysis, Customer Service, Banking, SOX 404, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, US GAAP, GAAP, Access, Outlook, Financial Statements, Assurance, QuickBooks, Finance, Analysis, Internal Audit, CPA, Cooking
Education
Santa Clara University 2009 — 2011
Bachelor of Science (B.S.), Accounting
De Anza College 2006 — 2009
Bachelor of Science (B.S.), Accounting
SVB Financial Group May 2014 - Present
Ernst & Young September 2011 - May 2014
Wells Fargo October 2010 - August 2011
Ernst & Young June 2010 - August 2010
Wells Fargo Bank March 2008 - June 2010
EXPRESS October 2007 - November 2008
Gap Inc. September 2006 - October 2007
Skills
Accounting, Financial Accounting, Auditing, Financial Reporting, Financial Analysis, Customer Service, Banking, SOX 404, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, US GAAP, GAAP, Access, Outlook, Financial Statements, Assurance, QuickBooks, Finance, Analysis, Internal Audit, CPA, Cooking
Education
Santa Clara University 2009 — 2011
Bachelor of Science (B.S.), Accounting
De Anza College 2006 — 2009
Bachelor of Science (B.S.), Accounting
Freddie Zagala's SVB Financial Group Experience January 2011 - May 2013
Job Relationship Banker at JP Morgan Chase
Industry Financial Services
Experience
SVB Financial Group January 2011 - May 2013
Silicon Valley Bank April 2001 - December 2010
Morgan Stanley Smith Barney January 1996 - February 2001
Skills
Investments, Banking, Equities, Asset Management, Securities, Portfolio Management, Accounting, Commercial Banking, Credit, Finance, Financial Services
Education
De La Salle University 1986 — 1989
BSC, Finance
De La Salle University
Bachelor of Science (B.S.), Finance and Financial Management Services
SVB Financial Group January 2011 - May 2013
Silicon Valley Bank April 2001 - December 2010
Morgan Stanley Smith Barney January 1996 - February 2001
Skills
Investments, Banking, Equities, Asset Management, Securities, Portfolio Management, Accounting, Commercial Banking, Credit, Finance, Financial Services
Education
De La Salle University 1986 — 1989
BSC, Finance
De La Salle University
Bachelor of Science (B.S.), Finance and Financial Management Services
Erin Broderick's SVB Financial Group Experience June 2007 - Present
Job Vice President Private Equity Services at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group June 2007 - Present
Skills
Banking, Business Relationship..., Private Equity, Venture Capital, Underwriting, Finance, Financial Modeling, Due Diligence, Financial Analysis, Management, Portfolio Management, Corporate Finance, Valuation, Investments, Mergers & Acquisitions
Education
Fordham University 2003 — 2007
Notre Dame Academy
SVB Financial Group June 2007 - Present
Skills
Banking, Business Relationship..., Private Equity, Venture Capital, Underwriting, Finance, Financial Modeling, Due Diligence, Financial Analysis, Management, Portfolio Management, Corporate Finance, Valuation, Investments, Mergers & Acquisitions
Education
Fordham University 2003 — 2007
Notre Dame Academy
Sara Chrisman's SVB Financial Group Experience March 2006 - Present
Job Relationship Manager, Wine Division, at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group March 2006 - Present
Skills
Commercial Banking, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Sales, Loans
Education
University of San Diego
Bachelor's degree, Finance, Bus. Admin
Cuesta College
SVB Financial Group March 2006 - Present
Skills
Commercial Banking, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Sales, Loans
Education
University of San Diego
Bachelor's degree, Finance, Bus. Admin
Cuesta College
Kristi Gilbaugh's SVB Financial Group Experience August 2008 - Present
Job Sr. Paralegal, SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group August 2008 - Present
AMD 2006 - April 2008
AMD February 2000 - 2006
Skills
Corporate Law, Corporate Governance, Due Diligence, Mergers, Securities, Document Review, Banking, Microsoft Office
Education
Kaplan University 2003 — 2004
Paralegal Certification, Paralegal Studies
Gonzaga University 1995 — 1999
Bachelor of Arts (B.A.), History
SVB Financial Group August 2008 - Present
AMD 2006 - April 2008
AMD February 2000 - 2006
Skills
Corporate Law, Corporate Governance, Due Diligence, Mergers, Securities, Document Review, Banking, Microsoft Office
Education
Kaplan University 2003 — 2004
Paralegal Certification, Paralegal Studies
Gonzaga University 1995 — 1999
Bachelor of Arts (B.A.), History
John Sekerka's SVB Financial Group Experience September 2000 - September 2011
Job Expertise in Physical Seecurity
Industry Security and Investigations
Experience
Physical Security September 2011 - February 2015
SVB Financial Group September 2000 - September 2011
Applied Materials September 1995 - September 1999
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Physical Security
Education
Northern Illinois University 1997 — 1998
MBA
Elmhurst College 1992 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Physical Security September 2011 - February 2015
SVB Financial Group September 2000 - September 2011
Applied Materials September 1995 - September 1999
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Physical Security
Education
Northern Illinois University 1997 — 1998
MBA
Elmhurst College 1992 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Priya Sundar's SVB Financial Group Experience March 2006 - October 2007
Job Education Specialist (Contract) at Tabtor
Industry Financial Services
Experience
Tabtor April 2013 - Present
SVB Financial Group March 2006 - October 2007
Maxim Integrated October 2000 - June 2005
Apple Credit Corporation June 1996 - May 1997
Education
Madurai Kamaraj University 1994 — 1996
Master of Business Administration (MBA)
Bharathiar University 1991 — 1994
Bachelor's degree
Tabtor April 2013 - Present
SVB Financial Group March 2006 - October 2007
Maxim Integrated October 2000 - June 2005
Apple Credit Corporation June 1996 - May 1997
Education
Madurai Kamaraj University 1994 — 1996
Master of Business Administration (MBA)
Bharathiar University 1991 — 1994
Bachelor's degree
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank