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
Shawna Pemberton Shawna Pemberton's SVB Financial Group Experience November 2012 - June 2015
Job Finance
Industry Financial Services
Experience
Sun Valley Community Church June 2015 - Present
SVB Financial Group November 2012 - June 2015
Wynn Las Vegas 2008 - 2012
Boys Town 2007 - 2007
Colonial Bank 2005 - 2006
Internal Revenue Service 2002 - 2005
Universal Studios Hollywood 1995 - 2001
Skills
Banking, Financial Analysis, Process Improvement, Management, Leadership, Employee Training, Hiring Employees, Progressive Discipline, Schedules, HR Policies, Microsoft Office, Project Management, Proofreading, Budgets, Business Planning, Evaluations, Policy Writing, Employee Benefits, Customer Service, Cpr Certified, CERT Training, Interviews, Nonprofits, Networking, Newsletters, Office Management, Office Administration, Typing, Windows, Hiring, Hospitality, Strategic Planning
Education
Holy Family University 2004 — 2005
Bachelor of Science (BS), Administration/Accounting, 3.85
University of Phoenix Woodland Hills, CA
Sun Valley Community Church June 2015 - Present
SVB Financial Group November 2012 - June 2015
Wynn Las Vegas 2008 - 2012
Boys Town 2007 - 2007
Colonial Bank 2005 - 2006
Internal Revenue Service 2002 - 2005
Universal Studios Hollywood 1995 - 2001
Skills
Banking, Financial Analysis, Process Improvement, Management, Leadership, Employee Training, Hiring Employees, Progressive Discipline, Schedules, HR Policies, Microsoft Office, Project Management, Proofreading, Budgets, Business Planning, Evaluations, Policy Writing, Employee Benefits, Customer Service, Cpr Certified, CERT Training, Interviews, Nonprofits, Networking, Newsletters, Office Management, Office Administration, Typing, Windows, Hiring, Hospitality, Strategic Planning
Education
Holy Family University 2004 — 2005
Bachelor of Science (BS), Administration/Accounting, 3.85
University of Phoenix Woodland Hills, CA
Sam E. Singer, Jr. CISA, CISM, CGEIT, CIRM Sam E. Singer, Jr. CISA, CISM, CGEIT, CIRM's SVB Financial Group Experience December 2005 - June 2007
Job IT Governance & Risk SOX Financial Compliance Mgr, Blue Shield of California
Industry Information Technology and Services
Experience
Blue Shield of California June 2007 - Present
US Figure Skating 2008 - 2011
SVB Financial Group December 2005 - June 2007
silicon valley bank 2005 - 2007
Horn Murdock Cole 2004 - 2005
Williams-Sonoma, Inc. 1998 - 2004
Longs Drug Stores 1996 - 1998
Longs Drug Store, Inc. 1996 - 1998
Wells Fargo 1989 - 1991
Skills
Leadership, Information Security, Privacy Law, Network Security, Internal Controls, Information Technology, Risk Management, SDLC, Auditing, Internal Audit, Business Continuity..., Training, Business Process, Management, Identity Management, GLBA, Infrastructure, Finance, Project Planning, Enterprise Risk..., CISA
Education
San Francisco State University, College of Business 1969 — 1975
B.A., Business Admin. - Accounting
Blue Shield of California June 2007 - Present
US Figure Skating 2008 - 2011
SVB Financial Group December 2005 - June 2007
silicon valley bank 2005 - 2007
Horn Murdock Cole 2004 - 2005
Williams-Sonoma, Inc. 1998 - 2004
Longs Drug Stores 1996 - 1998
Longs Drug Store, Inc. 1996 - 1998
Wells Fargo 1989 - 1991
Skills
Leadership, Information Security, Privacy Law, Network Security, Internal Controls, Information Technology, Risk Management, SDLC, Auditing, Internal Audit, Business Continuity..., Training, Business Process, Management, Identity Management, GLBA, Infrastructure, Finance, Project Planning, Enterprise Risk..., CISA
Education
San Francisco State University, College of Business 1969 — 1975
B.A., Business Admin. - Accounting
Liz Almeida's SVB Financial Group Experience January 2005 - August 2006
Job SEC Reporting Director, CPA
Industry Pharmaceuticals
Experience
eHealth Inc June 2015 - Present
Anacor Pharmaceuticals September 2013 - April 2015
Coherent, Inc August 2006 - September 2013
SVB Financial Group January 2005 - August 2006
JDSU October 2003 - January 2005
Sanmina-SCI February 2002 - October 2003
Apple Computer January 1997 - October 2001
PricewaterhouseCoopers September 1993 - January 1997
Skills
SEC reporting, Technical Accounting, XBRL, Accounting, Revenue Recognition, Auditing, GAAP, Financial Analysis, Financial Reporting, Corporate Finance, SEC filings, Consolidation, CPA, Sarbanes-Oxley, Cost Accounting, Finance, US GAAP, SEC Filings, Sarbanes-Oxley Act
Education
San Jose State University 2008 — 2011
MBA, Business
San Jose State University 1990 — 1992
BS, Accounting
eHealth Inc June 2015 - Present
Anacor Pharmaceuticals September 2013 - April 2015
Coherent, Inc August 2006 - September 2013
SVB Financial Group January 2005 - August 2006
JDSU October 2003 - January 2005
Sanmina-SCI February 2002 - October 2003
Apple Computer January 1997 - October 2001
PricewaterhouseCoopers September 1993 - January 1997
Skills
SEC reporting, Technical Accounting, XBRL, Accounting, Revenue Recognition, Auditing, GAAP, Financial Analysis, Financial Reporting, Corporate Finance, SEC filings, Consolidation, CPA, Sarbanes-Oxley, Cost Accounting, Finance, US GAAP, SEC Filings, Sarbanes-Oxley Act
Education
San Jose State University 2008 — 2011
MBA, Business
San Jose State University 1990 — 1992
BS, Accounting
Kevin Fleischman Kevin Fleischman's SVB Financial Group Experience July 2007 - August 2008
Job Vice President at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank September 2012 - Present
Silicon Valley Bank August 2008 - September 2012
SVB Financial Group July 2007 - August 2008
Skills
Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Venture Capital, Due Diligence, Credit, Business Strategy, Strategy, Risk Management, Banking, Finance, Credit Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego State University-California State University 2003 — 2007
BS, Finance
Silicon Valley Bank September 2012 - Present
Silicon Valley Bank August 2008 - September 2012
SVB Financial Group July 2007 - August 2008
Skills
Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Venture Capital, Due Diligence, Credit, Business Strategy, Strategy, Risk Management, Banking, Finance, Credit Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego State University-California State University 2003 — 2007
BS, Finance
Jennifer Thai-Dossantos Jennifer Thai-Dossantos's SVB Financial Group Experience January 2011 - January 2013
Job Manager, Client Services
Industry Financial Services
Experience
Silicon Valley Bank January 2013 - Present
SVB Financial Group January 2011 - January 2013
Wells Fargo March 1998 - January 2011
Skills
Retail Banking, Banking, Financial Services, Financial Analysis, Team Building, Customer Service, Loans, Credit, Finance, Credit Analysis, Management, Training, Analysis, Business Analysis, Business Development, Business Strategy, Commercial Banking, Commercial Lending, Consumer Lending, Credit Cards, Customer Retention, Executive Management, Financial Modeling, Financial Risk, Forecasting, Insurance, Investments, Leadership, Mergers, Mortgage Lending, Portfolio Management, Private Banking, Process Improvement, Relationship Management, Risk Management, Sales, Small Business Lending, Start-ups, Strategy, Vendor Management, Wealth Management
Education
Mt Pleasant
San Jose State University
International Business
Silicon Valley Bank January 2013 - Present
SVB Financial Group January 2011 - January 2013
Wells Fargo March 1998 - January 2011
Skills
Retail Banking, Banking, Financial Services, Financial Analysis, Team Building, Customer Service, Loans, Credit, Finance, Credit Analysis, Management, Training, Analysis, Business Analysis, Business Development, Business Strategy, Commercial Banking, Commercial Lending, Consumer Lending, Credit Cards, Customer Retention, Executive Management, Financial Modeling, Financial Risk, Forecasting, Insurance, Investments, Leadership, Mergers, Mortgage Lending, Portfolio Management, Private Banking, Process Improvement, Relationship Management, Risk Management, Sales, Small Business Lending, Start-ups, Strategy, Vendor Management, Wealth Management
Education
Mt Pleasant
San Jose State University
International Business
Bridget Chapman Bridget Chapman's SVB Financial Group Experience April 2012 - Present
Job Operations Associate III at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group April 2012 - Present
Wells Fargo August 2009 - April 2012
Wells Fargo July 2007 - August 2009
Skills
Banking, Financial Analysis, Risk Management, Credit, Loans, Financial Services, Corporate Finance, Commercial Banking, Cash Management, Leadership, CRM, Finance, Credit Analysis, Internal Audit, Accounting
Education
Mesa Community College 2006 — 2009
Associate of Arts (A.A.), General Studies
SVB Financial Group April 2012 - Present
Wells Fargo August 2009 - April 2012
Wells Fargo July 2007 - August 2009
Skills
Banking, Financial Analysis, Risk Management, Credit, Loans, Financial Services, Corporate Finance, Commercial Banking, Cash Management, Leadership, CRM, Finance, Credit Analysis, Internal Audit, Accounting
Education
Mesa Community College 2006 — 2009
Associate of Arts (A.A.), General Studies
Brandt Roberts Brandt Roberts's SVB Financial Group Experience October 2003 - December 2006
Job Head of Business Development & Partnerships at TaskRabbit
Industry Information Technology and Services
Experience
TaskRabbit July 2014 - Present
Yardsale & FOBO (Acquired) 2011 - September 2014
AdRoll, Inc. August 2012 - July 2014
Yammer, Inc. (Acquired) November 2011 - August 2012
ATEL Capital Group October 2010 - October 2011
Hercules Technology Growth Capital December 2006 - September 2010
SVB Financial Group October 2003 - December 2006
Skills
SaaS, Start-ups, Online Advertising, Venture Capital, Analytics, Business Development, Entrepreneurship, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, E-commerce, Financial Modeling, Product Management, Investments, Analysis, Strategy, Portfolio Management, Sales, Lead Generation, Marketing Strategy, Enterprise Software, Social Media Marketing, Competitive Analysis, Leadership, Finance, Valuation, Due Diligence, Negotiation, Private Equity, Market Research, Team Management, Digital Marketing, Market Analysis, Strategic Planning, Web Analytics, Customer Acquisition, Digital Strategy
Education
San Diego State University-California State University
B.S., Business Administration, Finance
Bellarmine College Preparatory
TaskRabbit July 2014 - Present
Yardsale & FOBO (Acquired) 2011 - September 2014
AdRoll, Inc. August 2012 - July 2014
Yammer, Inc. (Acquired) November 2011 - August 2012
ATEL Capital Group October 2010 - October 2011
Hercules Technology Growth Capital December 2006 - September 2010
SVB Financial Group October 2003 - December 2006
Skills
SaaS, Start-ups, Online Advertising, Venture Capital, Analytics, Business Development, Entrepreneurship, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, E-commerce, Financial Modeling, Product Management, Investments, Analysis, Strategy, Portfolio Management, Sales, Lead Generation, Marketing Strategy, Enterprise Software, Social Media Marketing, Competitive Analysis, Leadership, Finance, Valuation, Due Diligence, Negotiation, Private Equity, Market Research, Team Management, Digital Marketing, Market Analysis, Strategic Planning, Web Analytics, Customer Acquisition, Digital Strategy
Education
San Diego State University-California State University
B.S., Business Administration, Finance
Bellarmine College Preparatory
Nick Martitsch Nick Martitsch's SVB Financial Group Experience 2002 - 2003
Job Corporate Attorney and Senior Executive
Industry Legal Services
Experience
OANDA August 2014 - Present
Deal Labs December 2013 - August 2014
Hercules Technology Growth Capital, Inc. 2007 - October 2013
UBS Wealth Management 2005 - 2007
Captara Corporation 2004 - 2005
SVB Financial Group 2002 - 2003
Wired Capital 2000 - 2001
SVB Financial Group 1999 - 2000
Dell Financial Services 1997 - 1999
Newcourt Credit Group 1993 - 1997
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Development, Due Diligence, Securities Regulation, Secured Transactions, Intellectual Property, Corporate Finance, Corporate Governance, Joint Ventures, Business Development, Finance, Corporate Law, IPO, Start-ups
Education
Princeton University
Bachelor's degree, Philosophy
Washington and Lee University School of Law
Doctor of Law (JD), Corporate, commercial, intellectual property and securities law
OANDA August 2014 - Present
Deal Labs December 2013 - August 2014
Hercules Technology Growth Capital, Inc. 2007 - October 2013
UBS Wealth Management 2005 - 2007
Captara Corporation 2004 - 2005
SVB Financial Group 2002 - 2003
Wired Capital 2000 - 2001
SVB Financial Group 1999 - 2000
Dell Financial Services 1997 - 1999
Newcourt Credit Group 1993 - 1997
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Development, Due Diligence, Securities Regulation, Secured Transactions, Intellectual Property, Corporate Finance, Corporate Governance, Joint Ventures, Business Development, Finance, Corporate Law, IPO, Start-ups
Education
Princeton University
Bachelor's degree, Philosophy
Washington and Lee University School of Law
Doctor of Law (JD), Corporate, commercial, intellectual property and securities law
Kevin Carter's SVB Financial Group Experience November 2008 - May 2009
Job SV Angel
Industry Venture Capital & Private Equity
Experience
SV Angel 2009 - Present
SVB Financial Group November 2008 - May 2009
Affinity Circles March 2008 - November 2008
Catalyst Athletic Training & BayAreaLax.com December 2005 - December 2007
Education
Santa Clara University 2005 — 2009
Finance, Entrepreneurship, International Business
International High School, Bellevue WA 1997 — 2004
Stevens Institute of Technology
SV Angel 2009 - Present
SVB Financial Group November 2008 - May 2009
Affinity Circles March 2008 - November 2008
Catalyst Athletic Training & BayAreaLax.com December 2005 - December 2007
Education
Santa Clara University 2005 — 2009
Finance, Entrepreneurship, International Business
International High School, Bellevue WA 1997 — 2004
Stevens Institute of Technology
Alessandro Chesser Alessandro Chesser's SVB Financial Group Experience March 2011 - May 2012
Job Evangelist at eShares, Inc.
Industry Financial Services
Experience
eShares, Inc. October 2014 - Present
Quantcast April 2013 - September 2014
Solium May 2012 - April 2013
SVB Financial Group March 2011 - May 2012
Union Bank June 2010 - March 2011
Bank of America August 2003 - June 2010
Skills
Business Development, Salesforce.com, Sales, CRM, Start-ups, SaaS, Private Equity, Strategic Partnerships, Equities, Loans, Lead Generation, Credit Analysis, Finance, Mortgage Lending, Management, Cold Calling, Customer Service, Financial Analysis, Financial Services, Online Advertising
Education
San Jose State University 2003 — 2008
Bachelors of Science, Finance
eShares, Inc. October 2014 - Present
Quantcast April 2013 - September 2014
Solium May 2012 - April 2013
SVB Financial Group March 2011 - May 2012
Union Bank June 2010 - March 2011
Bank of America August 2003 - June 2010
Skills
Business Development, Salesforce.com, Sales, CRM, Start-ups, SaaS, Private Equity, Strategic Partnerships, Equities, Loans, Lead Generation, Credit Analysis, Finance, Mortgage Lending, Management, Cold Calling, Customer Service, Financial Analysis, Financial Services, Online Advertising
Education
San Jose State University 2003 — 2008
Bachelors of Science, Finance
Andrea Stevenson Andrea Stevenson's SVB Financial Group Experience July 1996 - June 2014
Job Financial Planning Manager
Industry Financial Services
Experience
Bridge Bank October 2014 - Present
SVB Financial Group July 1996 - June 2014
Bank of America October 1992 - May 1996
Skills
Forecasting, Accounting, Banking, Budgets, Corporate Finance, Essbase, Finance, Financial Analysis, General Ledger, Management, Variance Analysis, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., Financial Planning, Portfolio Management
Education
San Jose State University 1990 — 1996
Bachelor of Science, Business Administration concentration in Finance
Bridge Bank October 2014 - Present
SVB Financial Group July 1996 - June 2014
Bank of America October 1992 - May 1996
Skills
Forecasting, Accounting, Banking, Budgets, Corporate Finance, Essbase, Finance, Financial Analysis, General Ledger, Management, Variance Analysis, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., Financial Planning, Portfolio Management
Education
San Jose State University 1990 — 1996
Bachelor of Science, Business Administration concentration in Finance
Melanie Rosson Melanie Rosson's SVB Financial Group Experience March 2010 - May 2010
Job Software Engineer at OnSite.com
Industry Graphic Design
Experience
On-Site.com October 2013 - Present
Optimal Hospice November 2012 - September 2013
Anka Behavioral Health, Inc. September 2010 - September 2013
Chegg Inc. August 2010 - September 2010
SVB Financial Group March 2010 - May 2010
StudentPainters.Net October 2006 - July 2007
Skills
Data Entry, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Social Media, Fundraising, Outlook, Customer Service, Nonprofits, Staff Development, Psychology, Microsoft Word, Non-profits, Mental Health, Editing, Social Networking, Teaching, Social Services, Community Outreach, Newsletters, Research, Teamwork, Time Management, Program Development, Volunteer Management, Leadership, Training, Graphic Design, Salesforce.com, Coding Languages, JavaScript, CSS, HTML, Photoshop, Illustrator, InDesign, Dreamweaver, XML, Design Documents, Forms, Engineering
Education
Santa Clara University 2011 — 2012
Correctional Psychology
San Francisco State University 2007 — 2010
Bachelor's of Arts, Psychology, Minor in Criminal Justice
On-Site.com October 2013 - Present
Optimal Hospice November 2012 - September 2013
Anka Behavioral Health, Inc. September 2010 - September 2013
Chegg Inc. August 2010 - September 2010
SVB Financial Group March 2010 - May 2010
StudentPainters.Net October 2006 - July 2007
Skills
Data Entry, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Social Media, Fundraising, Outlook, Customer Service, Nonprofits, Staff Development, Psychology, Microsoft Word, Non-profits, Mental Health, Editing, Social Networking, Teaching, Social Services, Community Outreach, Newsletters, Research, Teamwork, Time Management, Program Development, Volunteer Management, Leadership, Training, Graphic Design, Salesforce.com, Coding Languages, JavaScript, CSS, HTML, Photoshop, Illustrator, InDesign, Dreamweaver, XML, Design Documents, Forms, Engineering
Education
Santa Clara University 2011 — 2012
Correctional Psychology
San Francisco State University 2007 — 2010
Bachelor's of Arts, Psychology, Minor in Criminal Justice
Jacob Noone Wade Jacob Noone Wade's SVB Financial Group Experience August 2013 - Present
Job Research Associate at SVB Financial Group / Mathematics Enthusiast
Industry Research
Experience
SVB Financial Group August 2013 - Present
Bali Learning Center January 2011 - May 2013
Skills
Microsoft Excel, Data Management, Data Analytics, Tutoring, Mathematics, Research, Statistics, Matlab, R, Science, Higher Education, LaTeX, Backpacking
Education
University of California, Merced 2011 — 2013
Bachelor of Science (B.S.), Applied Mathematical Sciences with emphasis in Physics
Merced College 2008 — 2011
Mathematics, Physical Sciences
SVB Financial Group August 2013 - Present
Bali Learning Center January 2011 - May 2013
Skills
Microsoft Excel, Data Management, Data Analytics, Tutoring, Mathematics, Research, Statistics, Matlab, R, Science, Higher Education, LaTeX, Backpacking
Education
University of California, Merced 2011 — 2013
Bachelor of Science (B.S.), Applied Mathematical Sciences with emphasis in Physics
Merced College 2008 — 2011
Mathematics, Physical Sciences
Teresa Eng Teresa Eng's SVB Financial Group Experience 2011 - 2014
Job Sr. Analyst Enterprise Information Management and Governance at VMware
Industry Information Technology and Services
Experience
VMware 2014 - Present
SVB Financial Group 2011 - 2014
Salesforce.com 2008 - 2011
Informatica 2008 - 2008
Sony Computer Entertainment America 2000 - 2008
Logitech 1999 - 2000
PwC 1997 - 1999
Skills
Analytics, Business Intelligence, Data Warehousing, SaaS, Project Management, Business Objects, SDLC, Business Process, Vendor Management, Business Analysis, Data Center, Enterprise Software, Enterprise Architecture, Management, Oracle Applications, Oracle E-Business Suite, Oracle HR, Oracle Discoverer, SQL, Toad, Hyperion Enterprise, Hyperion Performance..., SAP BI, Data Governance, Master Data Management, Data Quality, Data Management, Data Modeling, Data Analysis, Business Strategy, Business Planning, Business Process..., SOX Compliancy, SOD, Agile Project Management, Full SDLC, Oracle, Requirements Gathering, Databases, Process Improvement, Strategy, Cross-functional Team..., Analysis, Software Documentation, Business Requirements, Quality Assurance, Data Integration, Integration, CRM, ERP
Education
San Francisco State University 1988 — 1992
Bachelor of Science, Business Administration and Accounting
VMware 2014 - Present
SVB Financial Group 2011 - 2014
Salesforce.com 2008 - 2011
Informatica 2008 - 2008
Sony Computer Entertainment America 2000 - 2008
Logitech 1999 - 2000
PwC 1997 - 1999
Skills
Analytics, Business Intelligence, Data Warehousing, SaaS, Project Management, Business Objects, SDLC, Business Process, Vendor Management, Business Analysis, Data Center, Enterprise Software, Enterprise Architecture, Management, Oracle Applications, Oracle E-Business Suite, Oracle HR, Oracle Discoverer, SQL, Toad, Hyperion Enterprise, Hyperion Performance..., SAP BI, Data Governance, Master Data Management, Data Quality, Data Management, Data Modeling, Data Analysis, Business Strategy, Business Planning, Business Process..., SOX Compliancy, SOD, Agile Project Management, Full SDLC, Oracle, Requirements Gathering, Databases, Process Improvement, Strategy, Cross-functional Team..., Analysis, Software Documentation, Business Requirements, Quality Assurance, Data Integration, Integration, CRM, ERP
Education
San Francisco State University 1988 — 1992
Bachelor of Science, Business Administration and Accounting
Jessica McCarthy's SVB Financial Group Experience 2002 - 2008
Job Vice President, Marketing and Client Experience at Blue Shield of California
Industry Marketing and Advertising
Experience
Blue Shield of California June 2012 - January 2013
Blue Shield of California September 2010 - June 2012
Blue Shield of California January 2011 - January 2012
Blue Shield of California February 2009 - September 2010
SVB Financial Group 2002 - 2008
Eleven Inc. 1999 - 2002
Goodby, Silverstein & Partners 1994 - 1999
DesignTribe 1993 - 1995
Random House, Inc 1991 - 1993
Skills
Marketing Strategy, Change Management, General Management, Integrated Marketing, Marketing Communications, Strategy, Leadership, Building Relationships, Web Analytics, Brand Development, Program Management, Sales, Marketing, Email Marketing, Competitive Analysis, E-commerce, Advertising, Management, Team Leadership, Mobile Devices
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Women's Senior Leadership Program
Syracuse University 1987 — 1991
Bachelor's Degree
SU Florence 1989 — 1990
Blue Shield of California June 2012 - January 2013
Blue Shield of California September 2010 - June 2012
Blue Shield of California January 2011 - January 2012
Blue Shield of California February 2009 - September 2010
SVB Financial Group 2002 - 2008
Eleven Inc. 1999 - 2002
Goodby, Silverstein & Partners 1994 - 1999
DesignTribe 1993 - 1995
Random House, Inc 1991 - 1993
Skills
Marketing Strategy, Change Management, General Management, Integrated Marketing, Marketing Communications, Strategy, Leadership, Building Relationships, Web Analytics, Brand Development, Program Management, Sales, Marketing, Email Marketing, Competitive Analysis, E-commerce, Advertising, Management, Team Leadership, Mobile Devices
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Women's Senior Leadership Program
Syracuse University 1987 — 1991
Bachelor's Degree
SU Florence 1989 — 1990
Teri Inclan Teri Inclan's SVB Financial Group Experience 2012 - 2013
Job Fraud, Risk & Underwriting Banking Professional
Industry Banking
Experience
Banking & Finance 2003 - Present
SVB Financial Group 2012 - 2013
Wells Fargo April 2009 - September 2009
American Express November 2007 - March 2009
Wells Fargo September 2003 - October 2006
Snowbird Ski and Summer Resort November 1999 - April 2002
Snowbird Ski and Summer Resort November 1995 - April 1999
Alta View Hospital 1990 - 1993
Skills
Financial Analysis, Banking, Auditing, Team Leadership, Accounting, Business Analysis, Budgets, Time Management, Research
Education
Salt Lake Community College
Banking & Finance 2003 - Present
SVB Financial Group 2012 - 2013
Wells Fargo April 2009 - September 2009
American Express November 2007 - March 2009
Wells Fargo September 2003 - October 2006
Snowbird Ski and Summer Resort November 1999 - April 2002
Snowbird Ski and Summer Resort November 1995 - April 1999
Alta View Hospital 1990 - 1993
Skills
Financial Analysis, Banking, Auditing, Team Leadership, Accounting, Business Analysis, Budgets, Time Management, Research
Education
Salt Lake Community College
Vickie (Vickie Casillas) Casillas-Smith's SVB Financial Group Experience July 2006 - October 2010
Job Office Manager and Executive Assistant at HighBar Partners
Industry Venture Capital & Private Equity
Experience
HighBar Partners September 2013 - Present
Founders Circle Capital March 2012 - October 2013
Panorama Capital February 2011 - September 2013
LG Innovation VenturesSan October 2010 - February 2011
SVB Financial Group July 2006 - October 2010
Mobius Venture Capital 2004 - 2006
Skills
Calendaring, Venture Capital, Administrative..., Concur, Travel Arrangements, Executive Support, Outlook, Calendars, Event Planning, Office Administration, Heavy Calendaring, Confidentiality, Executive..., High Level Of..., Expense Reports, Expenses, Data Entry, Executive Level..., C-Level Executive..., Executive Calendar..., Executive Administrative, Salesforce.com, Assisting Executives, Travel Planning, Meeting Planning, Meeting Scheduling, Administrative...
Education
San Jose State University 2000 — 2001
HighBar Partners September 2013 - Present
Founders Circle Capital March 2012 - October 2013
Panorama Capital February 2011 - September 2013
LG Innovation VenturesSan October 2010 - February 2011
SVB Financial Group July 2006 - October 2010
Mobius Venture Capital 2004 - 2006
Skills
Calendaring, Venture Capital, Administrative..., Concur, Travel Arrangements, Executive Support, Outlook, Calendars, Event Planning, Office Administration, Heavy Calendaring, Confidentiality, Executive..., High Level Of..., Expense Reports, Expenses, Data Entry, Executive Level..., C-Level Executive..., Executive Calendar..., Executive Administrative, Salesforce.com, Assisting Executives, Travel Planning, Meeting Planning, Meeting Scheduling, Administrative...
Education
San Jose State University 2000 — 2001
Nathan Meaux Nathan Meaux's SVB Financial Group Experience January 2015 - Present
Job Associate I Associate Development Program at Silicon Valley Bank
Industry Financial Services
Experience
SVB Financial Group January 2015 - Present
The ArcView Group June 2014 - September 2014
State Street January 2013 - February 2014
North Brookfield Savings Bank August 2011 - November 2012
United States Marine Corps Reserves August 2007 - February 2011
Skills
Banking, Time Management, Financial Modeling, Financial Analysis, Risk Management, Research
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Bachelor of Business Administration (B.B.A.), Financial Analysis, Risk Management, and Alternative Investments, 3.90GPA Summa Cum Laude
Belchertown High School
SVB Financial Group January 2015 - Present
The ArcView Group June 2014 - September 2014
State Street January 2013 - February 2014
North Brookfield Savings Bank August 2011 - November 2012
United States Marine Corps Reserves August 2007 - February 2011
Skills
Banking, Time Management, Financial Modeling, Financial Analysis, Risk Management, Research
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Bachelor of Business Administration (B.B.A.), Financial Analysis, Risk Management, and Alternative Investments, 3.90GPA Summa Cum Laude
Belchertown High School
Alex Choy Alex Choy's SVB Financial Group Experience March 2015 - Present
Job Vice President, Software at SVB Financial Group
Industry Venture Capital & Private Equity
Experience
SVB Financial Group March 2015 - Present
BUILD August 2012 - Present
TriplePoint Capital May 2014 - March 2015
NXT Capital November 2013 - January 2014
Gold Hill Capital December 2010 - October 2013
Gold Hill Capital March 2008 - December 2010
El Dorado Ventures August 2007 - March 2008
Merrill Lynch 2006 - 2006
Skills
Venture Capital, Venture Debt, Entrepreneurship, Business Development, Financial Analysis, Financial Modeling, Financial Reporting, Business Strategy, Enterprise Storage, Cloud Computing, Enterprise Security, Management, Portfolio Management, Start-ups, Strategy, Private Equity, Finance, Strategic Partnerships, Mergers & Acquisitions, Analysis, Investments, SaaS, Due Diligence, Equities
Education
Menlo College 2004 — 2008
BS, Business Mgt & Economics
John Cabot University 2006 — 2007
International Law and Legal Studies and Italian
Punahou School 1999 — 2004
SVB Financial Group March 2015 - Present
BUILD August 2012 - Present
TriplePoint Capital May 2014 - March 2015
NXT Capital November 2013 - January 2014
Gold Hill Capital December 2010 - October 2013
Gold Hill Capital March 2008 - December 2010
El Dorado Ventures August 2007 - March 2008
Merrill Lynch 2006 - 2006
Skills
Venture Capital, Venture Debt, Entrepreneurship, Business Development, Financial Analysis, Financial Modeling, Financial Reporting, Business Strategy, Enterprise Storage, Cloud Computing, Enterprise Security, Management, Portfolio Management, Start-ups, Strategy, Private Equity, Finance, Strategic Partnerships, Mergers & Acquisitions, Analysis, Investments, SaaS, Due Diligence, Equities
Education
Menlo College 2004 — 2008
BS, Business Mgt & Economics
John Cabot University 2006 — 2007
International Law and Legal Studies and Italian
Punahou School 1999 — 2004
Eric Foley Eric Foley's SVB Financial Group Experience 1999 - 2005
Job Program Manager and Green Building Consultant at Earth Advantage, Inc.
Industry Commercial Real Estate
Experience
Earth Advantage January 2013 - Present
Strategic Business Consultant (self employed) January 2008 - Present
Earth Advantage July 2012 - December 2012
Oregon Green Solutions 2008 - 2009
Norris & Stevens, Inc. 2006 - 2008
SVB Financial Group 1999 - 2005
Skills
Green Building, Business Development, Real Estate, Leadership, Energy Efficiency, LEED, Sustainable Business, Program Management, Sales, Marketing, Budgets, Energy Conservation, Strategic Planning, Investment Properties, Real Estate Development, Selling, Finance, Commercial Real Estate, Sustainability..., Contract Negotiation, Negotiation, Training, Financial Analysis, Sustainability, Entrepreneurship, Sustainable Development, Business Strategy, Marketing Strategy
Education
Portland State University 2011 — 2011
Real Estate Development
Mt. Hood Community College 2008 — 2009
Sustainability Studies
University of Oregon - Charles H. Lundquist College of Business 1994 — 1999
Bachelor of Science, Finance/Marketing, & Psychology
Earth Advantage January 2013 - Present
Strategic Business Consultant (self employed) January 2008 - Present
Earth Advantage July 2012 - December 2012
Oregon Green Solutions 2008 - 2009
Norris & Stevens, Inc. 2006 - 2008
SVB Financial Group 1999 - 2005
Skills
Green Building, Business Development, Real Estate, Leadership, Energy Efficiency, LEED, Sustainable Business, Program Management, Sales, Marketing, Budgets, Energy Conservation, Strategic Planning, Investment Properties, Real Estate Development, Selling, Finance, Commercial Real Estate, Sustainability..., Contract Negotiation, Negotiation, Training, Financial Analysis, Sustainability, Entrepreneurship, Sustainable Development, Business Strategy, Marketing Strategy
Education
Portland State University 2011 — 2011
Real Estate Development
Mt. Hood Community College 2008 — 2009
Sustainability Studies
University of Oregon - Charles H. Lundquist College of Business 1994 — 1999
Bachelor of Science, Finance/Marketing, & Psychology
Rob Zwolfer Rob Zwolfer's SVB Financial Group Experience January 2006 - Present
Job Managing Director, HR and HR Operations at SVB Financial Group
Industry Banking
Experience
SVB Financial Group January 2006 - Present
Level 3 Communications 1999 - 2006
Romac International 1997 - 1999
The Pollak and Skan Group 1994 - 1997
Skills
Workforce Planning, Talent Management, Succession Planning, Organizational..., Onboarding, Employee Engagement, Talent Acquisition, Employee Relations, Leadership Development, Recruiting, Change Management, Training, Coaching, Team Building, Executive Coaching, Sales Compensation, Performance Management, Organizational..., HRIS, Payroll, HR Operations, Compliance, Management, Organizational Design, Human Resources, Strategy, Leadership
Education
The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Executive Education at Dartmouth, Leadership and Strategic Impact
Northern Illinois University
B.A., Interpersonal Communications
SVB Financial Group January 2006 - Present
Level 3 Communications 1999 - 2006
Romac International 1997 - 1999
The Pollak and Skan Group 1994 - 1997
Skills
Workforce Planning, Talent Management, Succession Planning, Organizational..., Onboarding, Employee Engagement, Talent Acquisition, Employee Relations, Leadership Development, Recruiting, Change Management, Training, Coaching, Team Building, Executive Coaching, Sales Compensation, Performance Management, Organizational..., HRIS, Payroll, HR Operations, Compliance, Management, Organizational Design, Human Resources, Strategy, Leadership
Education
The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Executive Education at Dartmouth, Leadership and Strategic Impact
Northern Illinois University
B.A., Interpersonal Communications
Thomas Knowles's SVB Financial Group Experience June 2007 - June 2008
Job Partner at Gratitude Railroad
Industry Venture Capital & Private Equity
Experience
Gratitude Railroad January 2015 - Present
Backcountry.com April 2013 - January 2015
LivePerson April 2011 - April 2013
SVB Capital July 2008 - April 2011
SVB Financial Group June 2007 - June 2008
SVB Financial Group June 2006 - June 2007
Santa Clara University June 2006 - December 2006
Skills
Venture Capital, Financial Modeling
Education
Santa Clara University 2003 — 2007
BSc, Economics
O'Dea High School - Seattle, WA
Investment Banking Institute
Gratitude Railroad January 2015 - Present
Backcountry.com April 2013 - January 2015
LivePerson April 2011 - April 2013
SVB Capital July 2008 - April 2011
SVB Financial Group June 2007 - June 2008
SVB Financial Group June 2006 - June 2007
Santa Clara University June 2006 - December 2006
Skills
Venture Capital, Financial Modeling
Education
Santa Clara University 2003 — 2007
BSc, Economics
O'Dea High School - Seattle, WA
Investment Banking Institute
Srini Vemula's SVB Financial Group Experience April 2009 - September 2011
Job Lead Consultant Customer Systems at Apple
Industry Information Technology and Services
Experience
Apple June 2012 - Present
Lowe's Home Improvement October 2011 - May 2012
SVB Financial Group April 2009 - September 2011
Kaiser Permanente November 2007 - March 2009
Broadcom April 2007 - October 2007
Electronic Arts inc April 2006 - March 2007
Kaiser Permanente October 2005 - March 2006
Electronic Arts inc May 2004 - September 2005
Charles Schwab inc April 2002 - April 2004
HP January 2000 - March 2002
Skills
ERP, Integration, PeopleSoft, SDLC, Oracle E-Business Suite, Requirements Analysis, CRM, Business Process, Cloud Computing, SOA, Data Warehousing, Business Analysis, SAP, Business Intelligence, Java, Apache Spark, Big Data, Hadoop, Scala, Solution Architecture
Education
National Institute of Technology Calicut 1985 — 1989
Apple June 2012 - Present
Lowe's Home Improvement October 2011 - May 2012
SVB Financial Group April 2009 - September 2011
Kaiser Permanente November 2007 - March 2009
Broadcom April 2007 - October 2007
Electronic Arts inc April 2006 - March 2007
Kaiser Permanente October 2005 - March 2006
Electronic Arts inc May 2004 - September 2005
Charles Schwab inc April 2002 - April 2004
HP January 2000 - March 2002
Skills
ERP, Integration, PeopleSoft, SDLC, Oracle E-Business Suite, Requirements Analysis, CRM, Business Process, Cloud Computing, SOA, Data Warehousing, Business Analysis, SAP, Business Intelligence, Java, Apache Spark, Big Data, Hadoop, Scala, Solution Architecture
Education
National Institute of Technology Calicut 1985 — 1989
Sam Heshmati's SVB Financial Group Experience October 2010 - July 2012
Job VC, PE, Startup Banker and Advisor
Industry Venture Capital & Private Equity
Experience
First Republic Bank February 2015 - Present
First Republic Bank July 2012 - February 2015
SVB Financial Group October 2010 - July 2012
Square 1 Bank August 2008 - October 2010
Silicon Valley Bank June 2002 - October 2007
Skills
Venture Capital, Due Diligence, Valuation, Private Equity, Financial Modeling, Banking, Corporate Development, Business Strategy, Strategy, Business Development, Strategic Partnerships, Start-ups, Venture Debt, Finance, Portfolio Management, Angel Investing, Credit, Management
Education
San Jose State University 1998 — 2002
BS, Business
First Republic Bank February 2015 - Present
First Republic Bank July 2012 - February 2015
SVB Financial Group October 2010 - July 2012
Square 1 Bank August 2008 - October 2010
Silicon Valley Bank June 2002 - October 2007
Skills
Venture Capital, Due Diligence, Valuation, Private Equity, Financial Modeling, Banking, Corporate Development, Business Strategy, Strategy, Business Development, Strategic Partnerships, Start-ups, Venture Debt, Finance, Portfolio Management, Angel Investing, Credit, Management
Education
San Jose State University 1998 — 2002
BS, Business
Fred Mendez Fred Mendez's SVB Financial Group Experience 2004 - 2007
Job Managing Director at Union Bank
Industry Banking
Experience
Union Bank February 2015 - Present
Rabobank January 2008 - January 2015
The Aspen Institute January 2003 - December 2008
SVB Financial Group 2004 - 2007
Federal Reserve Bank of San Francisco 1993 - 2002
Dow Jones / Telerate 1992 - 1993
Continental Savings of America 1990 - 1992
Skills
Economic Development, Investments, Finance, Policy, Capital Markets, Leadership, Credit, Strategy, New Business Development, Banking, Community Development, Community Reinvestment..., Nonprofits, Fundraising, Loans, Affordable Housing, Economics, Real Estate Economics, Financial Services, Financial Risk, Executive Management, Risk Management, Fixed Income, Social Finance, Strategic Public..., Community Outreach, Corporate Social..., Strategic Corporate...
Education
Santa Clara University 1985 — 1989
Bachelor of Science, Economics
San Jose State University 1991 — 1992
Master of Arts, Economics
Union Bank February 2015 - Present
Rabobank January 2008 - January 2015
The Aspen Institute January 2003 - December 2008
SVB Financial Group 2004 - 2007
Federal Reserve Bank of San Francisco 1993 - 2002
Dow Jones / Telerate 1992 - 1993
Continental Savings of America 1990 - 1992
Skills
Economic Development, Investments, Finance, Policy, Capital Markets, Leadership, Credit, Strategy, New Business Development, Banking, Community Development, Community Reinvestment..., Nonprofits, Fundraising, Loans, Affordable Housing, Economics, Real Estate Economics, Financial Services, Financial Risk, Executive Management, Risk Management, Fixed Income, Social Finance, Strategic Public..., Community Outreach, Corporate Social..., Strategic Corporate...
Education
Santa Clara University 1985 — 1989
Bachelor of Science, Economics
San Jose State University 1991 — 1992
Master of Arts, Economics
Rebecca Kinsella Rebecca Kinsella's SVB Financial Group Experience October 2012 - October 2013
Job Associate, Corporate Finance,Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank November 2013 - February 2015
SVB Financial Group October 2012 - October 2013
BOC(China) Holdings Co., Ltd.- A member of the Linde Group May 2011 - August 2011
Skills
Financial Modeling, Private Equity, Finance, Venture Capital, Financial Analysis, Banking, Business Strategy, Corporate Finance, Bloomberg Terminal, Portfolio Management, Valuation, Investments, Econometrics, Due Diligence, Global Marketing, Capital Markets, Bloomberg, Investment Banking, Classical Ballet
Education
Trinity College, Dublin 2011 — 2012
MSc., Finance
Technische Universität München 2007 — 2011
BSc. Chemical Engineering, Chemical Engineering
Silicon Valley Bank November 2013 - February 2015
SVB Financial Group October 2012 - October 2013
BOC(China) Holdings Co., Ltd.- A member of the Linde Group May 2011 - August 2011
Skills
Financial Modeling, Private Equity, Finance, Venture Capital, Financial Analysis, Banking, Business Strategy, Corporate Finance, Bloomberg Terminal, Portfolio Management, Valuation, Investments, Econometrics, Due Diligence, Global Marketing, Capital Markets, Bloomberg, Investment Banking, Classical Ballet
Education
Trinity College, Dublin 2011 — 2012
MSc., Finance
Technische Universität München 2007 — 2011
BSc. Chemical Engineering, Chemical Engineering
Mounir Gad's SVB Financial Group Experience September 2012 - Present
Job Vice President at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group September 2012 - Present
SVB Financial Group June 2010 - September 2012
SVB Financial Group June 2009 - June 2010
SVB Financial Group June 2008 - June 2009
Adonal Foyle's Kerosene Lamp Foundation June 2007 - May 2008
FDIC June 2007 - May 2008
UBS Wealth Management January 2007 - April 2007
Apple Inc. March 2005 - March 2007
Skills
Venture Capital, Private Equity, Private Banking, Banking, Business Development, Management Consulting, Strategic Planning, Business Planning, Public Speaking, Leadership, Credit, Valuation, Portfolio Management, Management, Entrepreneurship, Business Strategy, Budgets, Financial Modeling, Finance, Investments, Financial Analysis, Mergers & Acquisitions, Negotiation
Education
St. Mary's College of California 2004 — 2008
Honors Finance, Economics
Archbishop Mitty High School 2000 — 2004
SVB Financial Group September 2012 - Present
SVB Financial Group June 2010 - September 2012
SVB Financial Group June 2009 - June 2010
SVB Financial Group June 2008 - June 2009
Adonal Foyle's Kerosene Lamp Foundation June 2007 - May 2008
FDIC June 2007 - May 2008
UBS Wealth Management January 2007 - April 2007
Apple Inc. March 2005 - March 2007
Skills
Venture Capital, Private Equity, Private Banking, Banking, Business Development, Management Consulting, Strategic Planning, Business Planning, Public Speaking, Leadership, Credit, Valuation, Portfolio Management, Management, Entrepreneurship, Business Strategy, Budgets, Financial Modeling, Finance, Investments, Financial Analysis, Mergers & Acquisitions, Negotiation
Education
St. Mary's College of California 2004 — 2008
Honors Finance, Economics
Archbishop Mitty High School 2000 — 2004
Bharat Kanodia, ASA Bharat Kanodia, ASA's SVB Financial Group Experience 2008 - 2010
Job Director at Ipreo
Industry Venture Capital & Private Equity
Experience
Ipreo, formerly Shareholder InSite, Inc. May 2013 - Present
Veristrat Inc. 2010 - Present
SVB Financial Group 2008 - 2010
American Appraisal Associates 2000 - 2008
Skills
Valuation, Venture Capital, Start-ups, Business Strategy, Business Planning, Entrepreneur, Due Diligence, Entrepreneurship, Financial Analysis, Competitive Analysis, Portfolio Management, Strategy, Corporate Finance, International Business, Analytics, Management, Financial Modeling, Mergers, Finance
Education
Marquette University 2005 — 2006
MBA, International Business
University of Wisconsin-Madison 1996 — 2000
BS, Mechanical Engineering
Ipreo, formerly Shareholder InSite, Inc. May 2013 - Present
Veristrat Inc. 2010 - Present
SVB Financial Group 2008 - 2010
American Appraisal Associates 2000 - 2008
Skills
Valuation, Venture Capital, Start-ups, Business Strategy, Business Planning, Entrepreneur, Due Diligence, Entrepreneurship, Financial Analysis, Competitive Analysis, Portfolio Management, Strategy, Corporate Finance, International Business, Analytics, Management, Financial Modeling, Mergers, Finance
Education
Marquette University 2005 — 2006
MBA, International Business
University of Wisconsin-Madison 1996 — 2000
BS, Mechanical Engineering
Chaz Flexman Chaz Flexman's SVB Financial Group Experience February 2011 - May 2011
Job VP of Strategic Partnerships at PCH International
Industry Internet
Experience
PCH International May 2015 - Present
Quirky.com February 2014 - February 2015
Wink, Inc. February 2014 - February 2015
Andreessen Horowitz June 2011 - February 2014
SVB Financial Group February 2011 - May 2011
SVB Financial Group December 2008 - January 2011
Silicon Valley Bank July 2008 - November 2008
SVB Capital June 2007 - July 2008
Postal Innovations Inc. September 2006 - July 2008
Skills
Venture Capital, Entrepreneurship, Start-ups, Financial Modeling, Private Equity, Corporate Development, Valuation, Due Diligence, SaaS, Mergers, Product Management, Corporate Finance, Investments, Business Development, Financial Analysis, Portfolio Management, Business Strategy, Growth Capital
Education
Santa Clara University 2004 — 2008
B.S Political Science, B.A Finance, Entrepreneurship
PCH International May 2015 - Present
Quirky.com February 2014 - February 2015
Wink, Inc. February 2014 - February 2015
Andreessen Horowitz June 2011 - February 2014
SVB Financial Group February 2011 - May 2011
SVB Financial Group December 2008 - January 2011
Silicon Valley Bank July 2008 - November 2008
SVB Capital June 2007 - July 2008
Postal Innovations Inc. September 2006 - July 2008
Skills
Venture Capital, Entrepreneurship, Start-ups, Financial Modeling, Private Equity, Corporate Development, Valuation, Due Diligence, SaaS, Mergers, Product Management, Corporate Finance, Investments, Business Development, Financial Analysis, Portfolio Management, Business Strategy, Growth Capital
Education
Santa Clara University 2004 — 2008
B.S Political Science, B.A Finance, Entrepreneurship
Carmen Palenske, CPA Carmen Palenske, CPA's SVB Financial Group Experience August 2006 - November 2007
Job Accounting Manager at Piazza's Fine Foods, Inc.
Industry Financial Services
Experience
PIAZZA'S FINE FOODS January 2013 - February 2015
PALENSKE POWERSPORTS May 2011 - December 2012
SMALL BUSINESS CAPITAL CORP January 2010 - April 2011
BELLAVISTA CAPITAL INC March 2008 - December 2009
SVB FINANCIAL GROUP August 2006 - November 2007
PEERY/ARRILLAGA March 2000 - July 2006
MARCUS & MILLICHAP COMPANY April 1998 - February 2000
HOPKINS & CARLEY, A LAW CORPORATION June 1996 - January 1998
BROOKS, STEDNITZ & RHODES ACCOUNTANCY November 1992 - May 1996
Skills
Auditing, Account Reconciliation, Finance, Financial Statements, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Payroll, Forecasting, Internal Audit, Cash Flow, Tax, Analysis, Corporate Finance, Budgets, Fixed Assets, SEC filings, Consolidation, CPA, Software implementation...
Education
San Jose State University
BS, Accounting
PIAZZA'S FINE FOODS January 2013 - February 2015
PALENSKE POWERSPORTS May 2011 - December 2012
SMALL BUSINESS CAPITAL CORP January 2010 - April 2011
BELLAVISTA CAPITAL INC March 2008 - December 2009
SVB FINANCIAL GROUP August 2006 - November 2007
PEERY/ARRILLAGA March 2000 - July 2006
MARCUS & MILLICHAP COMPANY April 1998 - February 2000
HOPKINS & CARLEY, A LAW CORPORATION June 1996 - January 1998
BROOKS, STEDNITZ & RHODES ACCOUNTANCY November 1992 - May 1996
Skills
Auditing, Account Reconciliation, Finance, Financial Statements, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Payroll, Forecasting, Internal Audit, Cash Flow, Tax, Analysis, Corporate Finance, Budgets, Fixed Assets, SEC filings, Consolidation, CPA, Software implementation...
Education
San Jose State University
BS, Accounting
Ryan Collopy Ryan Collopy's SVB Financial Group Experience 2010 - July 2012
Job Analyst at Eisen Fox & Company, LLC
Industry Investment Banking
Experience
Eisen Fox & Company LLC May 2013 - Present
SVB Financial Group 2010 - July 2012
International Data Corporation January 2010 - June 2010
Governor’s Energy Office of Colorado (GEO) March 2009 - September 2009
Skills
Research, Financial Modeling, Analysis, Management, Qualitative Research, Business Strategy, Competitive Analysis, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Negotiation, Program Management, Microsoft Word, Fundraising
Education
Marquette University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Vermont 2005 — 2008
BS, Economics and Urban Geography
Ohio Wesleyan University 2004 — 2005
Eisen Fox & Company LLC May 2013 - Present
SVB Financial Group 2010 - July 2012
International Data Corporation January 2010 - June 2010
Governor’s Energy Office of Colorado (GEO) March 2009 - September 2009
Skills
Research, Financial Modeling, Analysis, Management, Qualitative Research, Business Strategy, Competitive Analysis, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Negotiation, Program Management, Microsoft Word, Fundraising
Education
Marquette University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Vermont 2005 — 2008
BS, Economics and Urban Geography
Ohio Wesleyan University 2004 — 2005
Sonia Nerio, PHR's SVB Financial Group Experience November 2011 - May 2012
Job
Industry Wireless
Experience
Intuitive Surgical October 2014 - Present
Avaya June 2012 - October 2014
SVB Financial Group November 2011 - May 2012
Lam Research July 2008 - August 2011
Qualcomm, Inc July 2007 - July 2008
Applied Materials May 2006 - June 2007
SANTA CLARA COUNTY SOCIAL SERVICES, Department of Family & Children Services January 2003 - April 2006
STaSIS Engineering January 2002 - July 2002
Skills
Leadership, Talent Management, Onboarding, Employee Relations, Performance Management, Recruiting, Management, Human Resources, Process Improvement, Training, Personnel Management, HRIS, Succession Planning, Workforce Planning
Education
San Jose State University 2005 — 2008
BS
West Valley College 2001 — 2003
AA
Intuitive Surgical October 2014 - Present
Avaya June 2012 - October 2014
SVB Financial Group November 2011 - May 2012
Lam Research July 2008 - August 2011
Qualcomm, Inc July 2007 - July 2008
Applied Materials May 2006 - June 2007
SANTA CLARA COUNTY SOCIAL SERVICES, Department of Family & Children Services January 2003 - April 2006
STaSIS Engineering January 2002 - July 2002
Skills
Leadership, Talent Management, Onboarding, Employee Relations, Performance Management, Recruiting, Management, Human Resources, Process Improvement, Training, Personnel Management, HRIS, Succession Planning, Workforce Planning
Education
San Jose State University 2005 — 2008
BS
West Valley College 2001 — 2003
AA
Manu Mankad Manu Mankad's SVB Financial Group Experience 2010 - 2010
Job Senior Manager, Enterprise Risk Services at Deloitte & Touche
Industry Information Technology and Services
Experience
Deloitte & Touche November 2003 - Present
SVB Financial Group 2010 - 2010
Visa 2008 - 2008
Shurgard Storage Inc. 2003 - 2003
TCGI 2002 - 2002
Skills
Internal Audit, Internal Controls, Enterprise Risk..., Risk Assessment, CISA, Auditing, Governance, Information Security, Business Process, IT Audit, SAS70, Sarbanes-Oxley Act, Management, Information Security..., PCI DSS, Business Process...
Education
University of Washington, Michael G. Foster School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
University of Washington 2000 — 2001
BA, Communications
Himachal Pradesh University 1995 — 1998
BBA, Business Administration
Indian School Muscat 1989 — 1995
Deloitte & Touche November 2003 - Present
SVB Financial Group 2010 - 2010
Visa 2008 - 2008
Shurgard Storage Inc. 2003 - 2003
TCGI 2002 - 2002
Skills
Internal Audit, Internal Controls, Enterprise Risk..., Risk Assessment, CISA, Auditing, Governance, Information Security, Business Process, IT Audit, SAS70, Sarbanes-Oxley Act, Management, Information Security..., PCI DSS, Business Process...
Education
University of Washington, Michael G. Foster School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
University of Washington 2000 — 2001
BA, Communications
Himachal Pradesh University 1995 — 1998
BBA, Business Administration
Indian School Muscat 1989 — 1995
Sudha Krishnamurthy's SVB Financial Group Experience April 2013 - Present
Job Technical Alliances ManagerGPLM at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard January 2014 - Present
SVB Financial Group April 2013 - Present
McAfee December 2012 - Present
Skills
SQL, SDLC, Requirements Analysis, Oracle, Visio, Microsoft SQL Server, Requirements Gathering, Systems Analysis, Java, Business Analysis, DB2, C++, Microsoft Excel
Education
Santa Clara University 2011 — 2013
Masters, Information Systems
Manonmaniam Sundaranar University 1997 — 2001
Bachelors, Computer Science Engineering
Hewlett-Packard January 2014 - Present
SVB Financial Group April 2013 - Present
McAfee December 2012 - Present
Skills
SQL, SDLC, Requirements Analysis, Oracle, Visio, Microsoft SQL Server, Requirements Gathering, Systems Analysis, Java, Business Analysis, DB2, C++, Microsoft Excel
Education
Santa Clara University 2011 — 2013
Masters, Information Systems
Manonmaniam Sundaranar University 1997 — 2001
Bachelors, Computer Science Engineering
Alan D'Souza, CFA's SVB Financial Group Experience April 2011 - March 2013
Job Senior Product Analytics Manager at Lending Club
Industry Financial Services
Experience
Lending Club October 2014 - Present
Lending Club April 2013 - October 2014
SVB Financial Group April 2011 - March 2013
Community Bank of the Bay August 2007 - March 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Business Valuation, Portfolio Management, Corporate Finance, DCF, Private Equity, Valuation Modeling, Venture Capital, Investments, Banking, Chartered Financial..., Derivatives, Competitive Analysis, Equity Valuation, Fixed Income, Equities, Securities, Tableau
Education
Jai Hind College 2004 — 2007
Bachelor of Commerce, Accounting and Tax
Lending Club October 2014 - Present
Lending Club April 2013 - October 2014
SVB Financial Group April 2011 - March 2013
Community Bank of the Bay August 2007 - March 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Business Valuation, Portfolio Management, Corporate Finance, DCF, Private Equity, Valuation Modeling, Venture Capital, Investments, Banking, Chartered Financial..., Derivatives, Competitive Analysis, Equity Valuation, Fixed Income, Equities, Securities, Tableau
Education
Jai Hind College 2004 — 2007
Bachelor of Commerce, Accounting and Tax
Elizabeth (Avery) Baggett's SVB Financial Group Experience 2005 - 2006
Job Human Resources Professional
Industry Human Resources
Experience
Loring, Wolcott & Coolidge April 2014 - Present
Avedis Zildjian Company November 2013 - February 2014
Bay State Milling Company April 2012 - October 2012
Cushman & Wakefield August 2006 - April 2012
SVB Financial Group 2005 - 2006
SVB Financial Group 2003 - 2005
SVB Financial Group 2002 - 2003
ChildrenFirst (now Bright Horizons) 2000 - 2002
Skills
Employee Relations, Strategic Planning, PeopleSoft, Recruiting, Onboarding, Performance Management, Human Resources, Personnel Management, Employee Benefits, Talent Management, Organizational..., Applicant Tracking..., HRIS, Leadership, Management, Customer Service
Education
Regis College 2002 — 2004
MS Leadership and Organizational Change, Management
Regis College 1996 — 2000
BA Communications, Management
Cardinal Spellman High School
Loring, Wolcott & Coolidge April 2014 - Present
Avedis Zildjian Company November 2013 - February 2014
Bay State Milling Company April 2012 - October 2012
Cushman & Wakefield August 2006 - April 2012
SVB Financial Group 2005 - 2006
SVB Financial Group 2003 - 2005
SVB Financial Group 2002 - 2003
ChildrenFirst (now Bright Horizons) 2000 - 2002
Skills
Employee Relations, Strategic Planning, PeopleSoft, Recruiting, Onboarding, Performance Management, Human Resources, Personnel Management, Employee Benefits, Talent Management, Organizational..., Applicant Tracking..., HRIS, Leadership, Management, Customer Service
Education
Regis College 2002 — 2004
MS Leadership and Organizational Change, Management
Regis College 1996 — 2000
BA Communications, Management
Cardinal Spellman High School
Pamela Aldsworth Pamela Aldsworth's SVB Financial Group Experience Head of Venture Capital Relationship ManagementSilicon Valley BankJanuary 2014 - Present
Job Head of Venture Capital Relationship Management at Silicon Valley Bank
Industry Financial Services
Experience
SVB Financial Group Head of Venture Capital Relationship ManagementSilicon Valley BankJanuary 2014 - Present
Silicon Valley Bank December 2006 - December 2008
Silicon Valley Bank October 2003 - December 2006
Silicon Valley Bank October 2001 - September 2003
Silicon Valley Bank September 1995 - October 2001
Skills
Asset Based Lending, Venture Capital, Private Equity, Start-ups, Mergers, Corporate Finance
Education
Lycoming College 1984 — 1988
B.A., Psychology
SVB Financial Group Head of Venture Capital Relationship ManagementSilicon Valley BankJanuary 2014 - Present
Silicon Valley Bank December 2006 - December 2008
Silicon Valley Bank October 2003 - December 2006
Silicon Valley Bank October 2001 - September 2003
Silicon Valley Bank September 1995 - October 2001
Skills
Asset Based Lending, Venture Capital, Private Equity, Start-ups, Mergers, Corporate Finance
Education
Lycoming College 1984 — 1988
B.A., Psychology
Landon Pate's SVB Financial Group Experience April 2008 - December 2010
Job Global Operations / IT Manager (Risk Mgmt, IT Security, Compliance)
Industry Information Technology and Services
Experience
Ernst and Young LLP January 2011 - March 2012
SVB Financial Group April 2008 - December 2010
KPMG LLP October 2004 - April 2008
Ignatian Corporation May 2003 - November 2004
Landata Technologies February 2003 - June 2003
Cadence Design Systems September 2000 - May 2002
Various Employers and Clients July 1991 - 2000
Skills
Governance, IT Audit, Security, Risk Management, Information Technology, Management, Information Security, Enterprise Risk..., Disaster Recovery, Project Management, Information Security..., Business Continuity, Risk Assessment, Vendor Management, PMO, Auditing, IT Governance, Security Analysis, IT Risk Assessment, IT Operations, Program Management, Compliance Management, IT Risk Management, IT Strategy, Business Process
Education
University of Michigan - Stephen M. Ross School of Business
Master
Massachusetts Institute of Technology
Science Bachelors
John Burroughs School
High School Diploma
Ernst and Young LLP January 2011 - March 2012
SVB Financial Group April 2008 - December 2010
KPMG LLP October 2004 - April 2008
Ignatian Corporation May 2003 - November 2004
Landata Technologies February 2003 - June 2003
Cadence Design Systems September 2000 - May 2002
Various Employers and Clients July 1991 - 2000
Skills
Governance, IT Audit, Security, Risk Management, Information Technology, Management, Information Security, Enterprise Risk..., Disaster Recovery, Project Management, Information Security..., Business Continuity, Risk Assessment, Vendor Management, PMO, Auditing, IT Governance, Security Analysis, IT Risk Assessment, IT Operations, Program Management, Compliance Management, IT Risk Management, IT Strategy, Business Process
Education
University of Michigan - Stephen M. Ross School of Business
Master
Massachusetts Institute of Technology
Science Bachelors
John Burroughs School
High School Diploma
Anthony Huery's SVB Financial Group Experience October 2010 - September 2015
Job Lending KYC Specialist
Industry Financial Services
Experience
First Republic Bank September 2015 - Present
SVB Financial Group October 2010 - September 2015
Silicon Valley Bank April 2007 - October 2010
Union Bank January 2006 - March 2007
Skills
Bank Secrecy Act, AML, KYC, Fraud, Commercial Banking, Private Banking, Venture Capital, Risk Management, OFAC, Finance, Due Diligence, USA PATRIOT Act, Legal Process, Financial Analysis, Risk Assessment, Presentations, Terrorism, Emergency Response to..., Financial Risk
Education
Walden University 2010 — 2012
Master of Science, Terrorism and Security
Notre Dame de Namur University 2001 — 2005
Bachelors of Science, Finance, Marketing and Econimics
First Republic Bank September 2015 - Present
SVB Financial Group October 2010 - September 2015
Silicon Valley Bank April 2007 - October 2010
Union Bank January 2006 - March 2007
Skills
Bank Secrecy Act, AML, KYC, Fraud, Commercial Banking, Private Banking, Venture Capital, Risk Management, OFAC, Finance, Due Diligence, USA PATRIOT Act, Legal Process, Financial Analysis, Risk Assessment, Presentations, Terrorism, Emergency Response to..., Financial Risk
Education
Walden University 2010 — 2012
Master of Science, Terrorism and Security
Notre Dame de Namur University 2001 — 2005
Bachelors of Science, Finance, Marketing and Econimics
Bob McGinn Bob McGinn's SVB Financial Group Experience March 2013 - Present
Job Senior Market Research Consultant at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group March 2013 - Present
Blue Shield of California November 2008 - June 2012
Cooper Roberts Research October 2003 - September 2008
Socratic Technologies December 2002 - September 2003
Added Value 1999 - 2001
Skills
Market Research, Data Analysis, Data Mining, Quantitative Research, Quantity Surveying, Qualitative Research, SPSS, SAS, Salesforce.com, Business Objects, Cognos, Tableau, Consulting, Consumer Insight, Business Analytics, Survey Design, Focus Groups, Analytics
Education
University of Northern Colorado 1997 — 1999
Master of Arts (M.A.), Sociology
Shepherd University 1991 — 1995
Bachelor of Science (BS), Sociology/Political Science
GA
SVB Financial Group March 2013 - Present
Blue Shield of California November 2008 - June 2012
Cooper Roberts Research October 2003 - September 2008
Socratic Technologies December 2002 - September 2003
Added Value 1999 - 2001
Skills
Market Research, Data Analysis, Data Mining, Quantitative Research, Quantity Surveying, Qualitative Research, SPSS, SAS, Salesforce.com, Business Objects, Cognos, Tableau, Consulting, Consumer Insight, Business Analytics, Survey Design, Focus Groups, Analytics
Education
University of Northern Colorado 1997 — 1999
Master of Arts (M.A.), Sociology
Shepherd University 1991 — 1995
Bachelor of Science (BS), Sociology/Political Science
GA
Li Song, CFA Li Song, CFA's SVB Financial Group Experience August 2013 - Present
Job Senior Advisor, Global Treasury Sales, SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group August 2013 - Present
SVB Financial Group June 2007 - July 2013
SVB Financial Group April 2006 - May 2007
SVB Financial Group September 2000 - April 2006
China Chamber of International Commerce 1994 - 1999
Skills
International Finance, Global Investments..., Business Development, Venture Capital, Private Equity, Corporate Finance, Alternative Investments, Structured Finance, Corporate Development, Business Valuation, Fund Of Funds, Investment Management, Asset Allocation, Stress Testing, Research, Hedge Funds, Investments, Management, Mergers & Acquisitions, Entrepreneurship, Strategy, Finance, Asset Based Lending, Leadership, Derivatives, Valuation, Capital Markets
Education
Thunderbird School of Global Management 1999 — 2000
MBA, Global Finance
Nankai University 1990 — 1994
BA, English/Business
SVB Financial Group August 2013 - Present
SVB Financial Group June 2007 - July 2013
SVB Financial Group April 2006 - May 2007
SVB Financial Group September 2000 - April 2006
China Chamber of International Commerce 1994 - 1999
Skills
International Finance, Global Investments..., Business Development, Venture Capital, Private Equity, Corporate Finance, Alternative Investments, Structured Finance, Corporate Development, Business Valuation, Fund Of Funds, Investment Management, Asset Allocation, Stress Testing, Research, Hedge Funds, Investments, Management, Mergers & Acquisitions, Entrepreneurship, Strategy, Finance, Asset Based Lending, Leadership, Derivatives, Valuation, Capital Markets
Education
Thunderbird School of Global Management 1999 — 2000
MBA, Global Finance
Nankai University 1990 — 1994
BA, English/Business
Kathy Vuong Kathy Vuong's SVB Financial Group Experience December 2012 - May 2013
Job Sr Accountant at Sandisk
Industry Information Technology and Services
Experience
SanDisk June 2014 - Present
eBay Inc May 2013 - May 2014
SVB Financial Group December 2012 - May 2013
Orchard Supply Hardware June 2008 - October 2012
American Musical Theatre of San Jose May 2002 - June 2007
KPMG June 1999 - May 2002
Skills
Accounting, US GAAP, Financial Accounting, Account Reconciliation, Auditing, Financial Reporting, GAAP, General Ledger, SEC filings, Variance Analysis
Education
San Jose State University 1996 — 1999
B.S., Accounting
SanDisk June 2014 - Present
eBay Inc May 2013 - May 2014
SVB Financial Group December 2012 - May 2013
Orchard Supply Hardware June 2008 - October 2012
American Musical Theatre of San Jose May 2002 - June 2007
KPMG June 1999 - May 2002
Skills
Accounting, US GAAP, Financial Accounting, Account Reconciliation, Auditing, Financial Reporting, GAAP, General Ledger, SEC filings, Variance Analysis
Education
San Jose State University 1996 — 1999
B.S., Accounting
Bisma Burney, PHR Bisma Burney, PHR's SVB Financial Group Experience April 2007 - March 2008
Job HR Generalist, Marketing & Services at Polycom
Industry Telecommunications
Experience
Polycom January 2015 - Present
Polycom January 2013 - December 2014
Polycom January 2012 - January 2013
Ask.com June 2008 - October 2011
SVB Financial Group April 2007 - March 2008
Calpine Corporation June 2005 - August 2005
Accounting Partners June 2004 - August 2004
Skills
Onboarding, Immigration, Employee Training, Applicant Tracking..., Interviews, Human Resources, Talent Acquisition, Management, Personnel Management, PeopleSoft, Employee Relations, Temporary Placement, Microsoft Office, Technical Recruiting, Talent Management, Vendor Management, Internet Recruiting, College Recruiting, Benefits Negotiation, Employee Referral..., Conflict Analysis
Education
San Jose State University
BS, Business/Concentration in Human Resources
Polycom January 2015 - Present
Polycom January 2013 - December 2014
Polycom January 2012 - January 2013
Ask.com June 2008 - October 2011
SVB Financial Group April 2007 - March 2008
Calpine Corporation June 2005 - August 2005
Accounting Partners June 2004 - August 2004
Skills
Onboarding, Immigration, Employee Training, Applicant Tracking..., Interviews, Human Resources, Talent Acquisition, Management, Personnel Management, PeopleSoft, Employee Relations, Temporary Placement, Microsoft Office, Technical Recruiting, Talent Management, Vendor Management, Internet Recruiting, College Recruiting, Benefits Negotiation, Employee Referral..., Conflict Analysis
Education
San Jose State University
BS, Business/Concentration in Human Resources
Jon-Paul Giannini Jon-Paul Giannini's SVB Financial Group Experience October 2014 - Present
Job Startup Banking
Industry Financial Services
Experience
SVB Financial Group October 2014 - Present
BUILD October 2014 - Present
SVB Financial Group December 2011 - September 2014
SVB Financial Group 2009 - 2011
Skills
Banking, Portfolio Management, Credit, Commercial Banking, Investments, Private Equity, Opportunity..., Relationship Management, Business Networking, Cash Management, Financial Modeling, Customer Satisfaction
Education
Saint Lawrence Academy 1996 — 2000
Mission College
SVB Financial Group October 2014 - Present
BUILD October 2014 - Present
SVB Financial Group December 2011 - September 2014
SVB Financial Group 2009 - 2011
Skills
Banking, Portfolio Management, Credit, Commercial Banking, Investments, Private Equity, Opportunity..., Relationship Management, Business Networking, Cash Management, Financial Modeling, Customer Satisfaction
Education
Saint Lawrence Academy 1996 — 2000
Mission College
Andrew R. Trapani, CPA Andrew R. Trapani, CPA's SVB Financial Group Experience June 2010 - Present
Job Senior Financial Analyst at SVB Financial Group
Industry Accounting
Experience
SVB Financial Group June 2010 - Present
JP Morgan Chase July 2005 - June 2009
Skills
Salesforce.com, Finance, Strategic Financial..., Internal Controls, SEC filings, Auditing, Accounting, Business Development, Analysis, Insurance, General Ledger, Sales, Financial Analysis, Valuation, Internal Audit, Mergers & Acquisitions, Financial Modeling, Variance Analysis, Training, Investments, GAAP
Education
Santa Clara University - Leavey School of Business 2009 — 2009
Certificate of Advanced Accounting Proficiency, Accounting
University of the Pacific - Eberhardt School of Business 2001 — 2005
BS, Finance; Economics
Bellarmine College Preparatory
SVB Financial Group June 2010 - Present
JP Morgan Chase July 2005 - June 2009
Skills
Salesforce.com, Finance, Strategic Financial..., Internal Controls, SEC filings, Auditing, Accounting, Business Development, Analysis, Insurance, General Ledger, Sales, Financial Analysis, Valuation, Internal Audit, Mergers & Acquisitions, Financial Modeling, Variance Analysis, Training, Investments, GAAP
Education
Santa Clara University - Leavey School of Business 2009 — 2009
Certificate of Advanced Accounting Proficiency, Accounting
University of the Pacific - Eberhardt School of Business 2001 — 2005
BS, Finance; Economics
Bellarmine College Preparatory
Elodie de Marchi Elodie de Marchi's SVB Financial Group Experience June 2012 - Present
Job SVB Financial Group, Private Bank
Industry Banking
Experience
SVB Financial Group June 2012 - Present
Credit Agricole July 2013 - August 2013
Marketing Méditerranée (Junior Consulting - 370K€ of annual turnover - ISO) October 2011 - May 2012
Bureau des Sports (260k€ of annual turnover, 14 events organized each year) September 2010 - May 2012
Crédit Agricole d'Aquitaine July 2011 - August 2011
Société Générale February 2011 - May 2011
Skills
Fluent in French, Fluent in English, PowerPoint, Customer Relations, Fluent in Spanish, SugarCRM, Excel, Word, Reuters, MS Project, Sales Management, English, French, International Relations, Adobe Acrobat, CRM databases, Miser, CBS, Microsoft Office, Moody's Analytics, Xerfi
Education
Stanford University 2014 — 2014
Continuing Studies Program, Value Investing class
KEDGE BUSINESS SCHOOL 2011 — 2014
Master degree in Science of Management and Finance, Science of Management and Finance
CFPB 2012 — 2012
Financial Market Authority (FMA) Certificate, Finance, General / Capital Markets Finance
EUROMED MANAGEMENT 2010 — 2011
Bachelor degree in Science of Management and Business
Universidad de Oviedo 2009 — 2009
Del curso para extranjeros, Espanol, Degree with honors
Lycée Pierre de Fermat, Toulouse (France) 2008 — 2010
UNIVERSITY-PREPARATORY SCHOOL
SVB Financial Group June 2012 - Present
Credit Agricole July 2013 - August 2013
Marketing Méditerranée (Junior Consulting - 370K€ of annual turnover - ISO) October 2011 - May 2012
Bureau des Sports (260k€ of annual turnover, 14 events organized each year) September 2010 - May 2012
Crédit Agricole d'Aquitaine July 2011 - August 2011
Société Générale February 2011 - May 2011
Skills
Fluent in French, Fluent in English, PowerPoint, Customer Relations, Fluent in Spanish, SugarCRM, Excel, Word, Reuters, MS Project, Sales Management, English, French, International Relations, Adobe Acrobat, CRM databases, Miser, CBS, Microsoft Office, Moody's Analytics, Xerfi
Education
Stanford University 2014 — 2014
Continuing Studies Program, Value Investing class
KEDGE BUSINESS SCHOOL 2011 — 2014
Master degree in Science of Management and Finance, Science of Management and Finance
CFPB 2012 — 2012
Financial Market Authority (FMA) Certificate, Finance, General / Capital Markets Finance
EUROMED MANAGEMENT 2010 — 2011
Bachelor degree in Science of Management and Business
Universidad de Oviedo 2009 — 2009
Del curso para extranjeros, Espanol, Degree with honors
Lycée Pierre de Fermat, Toulouse (France) 2008 — 2010
UNIVERSITY-PREPARATORY SCHOOL
Christine Carr Christine Carr's SVB Financial Group Experience June 2002 - Present
Job Founder Community Dev. Finance Group at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group June 2002 - Present
Bank of America August 1999 - June 2002
Cal Fed October 1991 - May 1998
Skills
Affordable Housing, Community Development, Real Estate Economics, Real Estate Development, Nonprofits, Asset Managment, Funding, Real Estate, Real Estate Financing, Credit, Asset Management, LIHTC, Community Outreach, Tax Credits, Policy, Commercial Lending, Due Diligence, Underwriting, Loans
Education
University of Pittsburgh
Mstrs Public Admin., City Management
St. Francis University
BA, History/Secondary Education
SVB Financial Group June 2002 - Present
Bank of America August 1999 - June 2002
Cal Fed October 1991 - May 1998
Skills
Affordable Housing, Community Development, Real Estate Economics, Real Estate Development, Nonprofits, Asset Managment, Funding, Real Estate, Real Estate Financing, Credit, Asset Management, LIHTC, Community Outreach, Tax Credits, Policy, Commercial Lending, Due Diligence, Underwriting, Loans
Education
University of Pittsburgh
Mstrs Public Admin., City Management
St. Francis University
BA, History/Secondary Education
Patrick McDermott's SVB Financial Group Experience June 2009 - January 2010
Job MBA Candidate 2017 University of Michigan Stephen M. Ross School of Business
Industry Internet
Experience
University of Michigan Stephen M. Ross School of Business 2015 - Present
NetApp 2013 - 2015
NetApp 2011 - 2013
NetApp 2010 - 2011
SVB Financial Group June 2009 - January 2010
Sierra School Equipment Company April 2004 - January 2007
Skills
Financial Modeling, Financial Analysis, Finance, Product Management, Corporate Finance, Strategic Financial..., Competitive Analysis, Hyperion Planning, Oracle Applications, Khalix, Valuation, Forecasting, Analysis, Financial Forecasting, Strategy
Education
Santa Clara University 2006 — 2010
Finance, Finance
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
University of Michigan Stephen M. Ross School of Business 2015 - Present
NetApp 2013 - 2015
NetApp 2011 - 2013
NetApp 2010 - 2011
SVB Financial Group June 2009 - January 2010
Sierra School Equipment Company April 2004 - January 2007
Skills
Financial Modeling, Financial Analysis, Finance, Product Management, Corporate Finance, Strategic Financial..., Competitive Analysis, Hyperion Planning, Oracle Applications, Khalix, Valuation, Forecasting, Analysis, Financial Forecasting, Strategy
Education
Santa Clara University 2006 — 2010
Finance, Finance
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Vanessa Bradburn Vanessa Bradburn's SVB Financial Group Experience April 2015 - Present
Job Vice President at Silicon Valley Bank
Industry Financial Services
Experience
SVB Financial Group April 2015 - Present
Silicon Valley Bank August 2012 - March 2015
SVB Financial Group September 2010 - July 2012
State Farm Insurance June 2010 - September 2010
Sonoma State Finance Club August 2009 - July 2010
Skills
Financial Analysis, Banking, Financial Modeling, Portfolio Management, Corporate Finance, Credit, Loans, Underwriting, Due Diligence, Risk Management, Finance, Credit Analysis, Asset Managment, Capital Markets, Financial Services, Early-stage Startups, Technology, Wine, Analytics, Venture Capital, Asset Management
Education
Sonoma State University 2009 — 2010
BS in Business Administration, Finance, Economics
SVB Financial Group April 2015 - Present
Silicon Valley Bank August 2012 - March 2015
SVB Financial Group September 2010 - July 2012
State Farm Insurance June 2010 - September 2010
Sonoma State Finance Club August 2009 - July 2010
Skills
Financial Analysis, Banking, Financial Modeling, Portfolio Management, Corporate Finance, Credit, Loans, Underwriting, Due Diligence, Risk Management, Finance, Credit Analysis, Asset Managment, Capital Markets, Financial Services, Early-stage Startups, Technology, Wine, Analytics, Venture Capital, Asset Management
Education
Sonoma State University 2009 — 2010
BS in Business Administration, Finance, Economics
Bob Marks Bob Marks's SVB Financial Group Experience March 2010 - March 2011
Job Manager, End User Services at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank March 2011 - Present
SVB Financial Group March 2010 - March 2011
Silicon Valley Bank September 2009 - March 2010
Silicon Valley Bank April 2004 - September 2009
Silicon Valley Bank August 1999 - April 2004
Skills
Vendor Management, End User Training, Disaster Recovery, ITIL, Active Directory, Business Continuity, Windows Server, Data Center, VMware, Visio, IT Operations, Security, Servers, Virtualization, SharePoint, Business Analysis, SDLC, IT Strategy, Process Improvement
Education
Saint Bonaventure University
Silicon Valley Bank March 2011 - Present
SVB Financial Group March 2010 - March 2011
Silicon Valley Bank September 2009 - March 2010
Silicon Valley Bank April 2004 - September 2009
Silicon Valley Bank August 1999 - April 2004
Skills
Vendor Management, End User Training, Disaster Recovery, ITIL, Active Directory, Business Continuity, Windows Server, Data Center, VMware, Visio, IT Operations, Security, Servers, Virtualization, SharePoint, Business Analysis, SDLC, IT Strategy, Process Improvement
Education
Saint Bonaventure University
Rahul Dalia, CPA, MBA Rahul Dalia, CPA, MBA's SVB Financial Group Experience June 2008 - June 2011
Job Financial Services at Escalon Services
Industry Computer Software
Experience
Escalon Services March 2015 - Present
Navera (formerly Trustnode) April 2013 - August 2014
VirtuOz, Inc. (acquired by Nuance Communications - NASDAQ:NUAN) August 2011 - April 2013
SVB Financial Group June 2008 - June 2011
neoIT January 2005 - June 2008
Kealeboga USA LLC December 2002 - December 2004
Dimension Data March 2001 - September 2002
Bonanza Group of Companies March 1995 - February 2001
Acumen Botswana (Affiliated to Arthur Anderson) 1994 - 1994
Skills
PeopleSoft, Business Strategy, Risk Management, Corporate Governance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Mergers, Internal Controls, Financial Modeling, Consolidation, Financial Accounting, Process Improvement, Start-ups, Managerial Finance, Finance, Forecasting, Cash Management, Strategic Financial..., Cash Flow, Due Diligence, Corporate Finance, US GAAP, Business Analysis, Business Process..., Business Intelligence, Variance Analysis, ERP, Strategic Planning, Analysis, Business Planning, Business Development, Management Consulting, Executive Management, Shared Services, Governance, Acquisition Integration, Accounting, SEC filings, Management, SAP, Auditing, Budgets, Mergers & Acquisitions, Business Process, Leadership, Strategy, Cross-functional Team..., SaaS, Banking
Education
New York Institute of Technology-Old Westbury 2002 — 2004
Masters in Business Administration
Botswana College of Accountancy 1993 — 1998
CIMA
JJ Academy 1979 — 1991
Escalon Services March 2015 - Present
Navera (formerly Trustnode) April 2013 - August 2014
VirtuOz, Inc. (acquired by Nuance Communications - NASDAQ:NUAN) August 2011 - April 2013
SVB Financial Group June 2008 - June 2011
neoIT January 2005 - June 2008
Kealeboga USA LLC December 2002 - December 2004
Dimension Data March 2001 - September 2002
Bonanza Group of Companies March 1995 - February 2001
Acumen Botswana (Affiliated to Arthur Anderson) 1994 - 1994
Skills
PeopleSoft, Business Strategy, Risk Management, Corporate Governance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Mergers, Internal Controls, Financial Modeling, Consolidation, Financial Accounting, Process Improvement, Start-ups, Managerial Finance, Finance, Forecasting, Cash Management, Strategic Financial..., Cash Flow, Due Diligence, Corporate Finance, US GAAP, Business Analysis, Business Process..., Business Intelligence, Variance Analysis, ERP, Strategic Planning, Analysis, Business Planning, Business Development, Management Consulting, Executive Management, Shared Services, Governance, Acquisition Integration, Accounting, SEC filings, Management, SAP, Auditing, Budgets, Mergers & Acquisitions, Business Process, Leadership, Strategy, Cross-functional Team..., SaaS, Banking
Education
New York Institute of Technology-Old Westbury 2002 — 2004
Masters in Business Administration
Botswana College of Accountancy 1993 — 1998
CIMA
JJ Academy 1979 — 1991
Carrie Merritt Carrie Merritt's SVB Financial Group Experience January 2003 - Present
Job Director of Public Relations at SVB Financial Group/ Silicon Valley Bank
Industry Financial Services
Experience
SVB Financial Group January 2003 - Present
Silicon Valley Bank January 2003 - Present
Cunningham Communication May 1997 - November 2002
Hewlett Packard January 1996 - April 1997
Skills
Corporate Communications, Social Media, Public Relations, Internal Communications, Marketing Communications, Crisis Communications, Strategic Communications, Integrated Marketing, Communication Training, Social Media Marketing, Crisis Management, Reputation Management, Communications Planning, Editing, Corporate Social..., Spokesperson
Education
Syracuse University 1991 — 1995
Bachelor of Science, Public Relations
SVB Financial Group January 2003 - Present
Silicon Valley Bank January 2003 - Present
Cunningham Communication May 1997 - November 2002
Hewlett Packard January 1996 - April 1997
Skills
Corporate Communications, Social Media, Public Relations, Internal Communications, Marketing Communications, Crisis Communications, Strategic Communications, Integrated Marketing, Communication Training, Social Media Marketing, Crisis Management, Reputation Management, Communications Planning, Editing, Corporate Social..., Spokesperson
Education
Syracuse University 1991 — 1995
Bachelor of Science, Public Relations
Matthew Brookby Matthew Brookby's SVB Financial Group Experience July 2010 - Present
Job Vice President at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank February 2014 - Present
SVB Financial Group July 2010 - Present
Whitman Insight Strategies February 2009 - June 2010
Wachovia Securities July 2007 - August 2007
Skills
Risk Management, Banking, Credit, Data Analysis, Venture Debt Financing, Analysis, Competitive Analysis, Due Diligence, Portfolio Management, Bloomberg, Venture Capital, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2008 — 2008
Summer Institute for General Management
Stanford University 2004 — 2008
Bachelor of Arts (B.A.), International Relations
Forsyth Country Day School 1998 — 2004
Silicon Valley Bank February 2014 - Present
SVB Financial Group July 2010 - Present
Whitman Insight Strategies February 2009 - June 2010
Wachovia Securities July 2007 - August 2007
Skills
Risk Management, Banking, Credit, Data Analysis, Venture Debt Financing, Analysis, Competitive Analysis, Due Diligence, Portfolio Management, Bloomberg, Venture Capital, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2008 — 2008
Summer Institute for General Management
Stanford University 2004 — 2008
Bachelor of Arts (B.A.), International Relations
Forsyth Country Day School 1998 — 2004
Jeannette Lewis Jeannette Lewis's SVB Financial Group Experience April 2011 - Present
Job Account Analysis & Billing Manager at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group April 2011 - Present
SVB Financial Group April 2006 - April 2011
OptumHealth Bank January 2005 - January 2006
Skills
Banking, Commercial Banking, Cash Management, Treasury Management, Process Improvement, Analysis
Education
University of Phoenix 2006 — 2008
Bachelor of Science (BS), Finance, General
Salt Lake Community College 1997 — 1999
Associate of Applied Science, Business Administration and Management, General
SVB Financial Group April 2011 - Present
SVB Financial Group April 2006 - April 2011
OptumHealth Bank January 2005 - January 2006
Skills
Banking, Commercial Banking, Cash Management, Treasury Management, Process Improvement, Analysis
Education
University of Phoenix 2006 — 2008
Bachelor of Science (BS), Finance, General
Salt Lake Community College 1997 — 1999
Associate of Applied Science, Business Administration and Management, General
Kelly Graves's SVB Financial Group Experience September 2010 - April 2011
Job Director Operations Project Management at Constellation Brands
Industry Food & Beverages
Experience
Constellation Brands August 2015 - Present
Constellation Brands April 2014 - August 2015
Vintage Wine Estates April 2013 - April 2014
Silicon Valley Bank 2010 - April 2013
SVB Financial Group September 2010 - April 2011
Vintage Wine Estates January 2008 - August 2010
Girard Winery January 2008 - February 2009
Skills
Management, Customer Service, Strategic Planning, Marketing, Microsoft Excel, Marketing Strategy, Wine, Event Planning, Financial Modeling, Event Management, Financial Analysis, Business Development, Microsoft Office, Forecasting, Sales, Public Speaking, Wine Tasting, Business Strategy, Budgets, Social Media
Education
Passed Level 1 of CFA Examination
Sonoma State University 2008 — 2010
MBA
University of California, Davis 2006 — 2007
MS, Viticulture & Enology
University of California, Davis 2002 — 2006
BS, Viticulture & Enology
GHS 1999 — 2002
Constellation Brands August 2015 - Present
Constellation Brands April 2014 - August 2015
Vintage Wine Estates April 2013 - April 2014
Silicon Valley Bank 2010 - April 2013
SVB Financial Group September 2010 - April 2011
Vintage Wine Estates January 2008 - August 2010
Girard Winery January 2008 - February 2009
Skills
Management, Customer Service, Strategic Planning, Marketing, Microsoft Excel, Marketing Strategy, Wine, Event Planning, Financial Modeling, Event Management, Financial Analysis, Business Development, Microsoft Office, Forecasting, Sales, Public Speaking, Wine Tasting, Business Strategy, Budgets, Social Media
Education
Passed Level 1 of CFA Examination
Sonoma State University 2008 — 2010
MBA
University of California, Davis 2006 — 2007
MS, Viticulture & Enology
University of California, Davis 2002 — 2006
BS, Viticulture & Enology
GHS 1999 — 2002
Lori Schertzer Brody, MBA Lori Schertzer Brody, MBA's SVB Financial Group Experience November 2012 - July 2013
Job Consultant Controller at SVB Capital
Industry Accounting
Experience
SVB Financial Group November 2012 - July 2013
Kleiner Perkins Caufield & Byers November 2011 - February 2012
SunRun June 2011 - October 2011
JP MORGAN PRIVATE BANK January 2008 - May 2009
AIG INVESTMENTS November 2003 - January 2008
Deutsche Bank July 2001 - November 2003
Citigroup March 1999 - July 2001
CANTOR FITZGERALD SECURITIES May 1998 - March 1999
J.P. Morgan July 1995 - May 1998
The Money Store June 1992 - July 1995
Skills
Financial Reporting, Private Equity, Hedge Funds, Investments, Alternative Investments, Management, Valuation, Asset Managment, Financial Modeling
Education
Monmouth University 1993 — 1996
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Accounting
SVB Financial Group November 2012 - July 2013
Kleiner Perkins Caufield & Byers November 2011 - February 2012
SunRun June 2011 - October 2011
JP MORGAN PRIVATE BANK January 2008 - May 2009
AIG INVESTMENTS November 2003 - January 2008
Deutsche Bank July 2001 - November 2003
Citigroup March 1999 - July 2001
CANTOR FITZGERALD SECURITIES May 1998 - March 1999
J.P. Morgan July 1995 - May 1998
The Money Store June 1992 - July 1995
Skills
Financial Reporting, Private Equity, Hedge Funds, Investments, Alternative Investments, Management, Valuation, Asset Managment, Financial Modeling
Education
Monmouth University 1993 — 1996
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Accounting
Justin Stasney Justin Stasney's SVB Financial Group Experience June 2010 - August 2010
Job Marcellus Project Coordinator at Chief Oil & Gas
Industry Oil & Energy
Experience
Chief Oil & Gas July 2011 - Present
SVB Financial Group June 2010 - August 2010
Permian Land Company August 2007 - July 2009
Skills
Process Improvement, Natural Gas, Business Development, Oil/Gas, Energy, Petroleum, Gas, Energy Industry, Financial Analysis, Project Planning, Contract Negotiation, Due Diligence, Upstream, Contract Management, Oil & Gas Industry, Analysis, Leases, Pipelines, Oil & Gas
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2011
MBA
Trinity University 2001 — 2005
B.A., Business Administration
Chief Oil & Gas July 2011 - Present
SVB Financial Group June 2010 - August 2010
Permian Land Company August 2007 - July 2009
Skills
Process Improvement, Natural Gas, Business Development, Oil/Gas, Energy, Petroleum, Gas, Energy Industry, Financial Analysis, Project Planning, Contract Negotiation, Due Diligence, Upstream, Contract Management, Oil & Gas Industry, Analysis, Leases, Pipelines, Oil & Gas
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2011
MBA
Trinity University 2001 — 2005
B.A., Business Administration
Baehan Babakan Baehan Babakan's SVB Financial Group Experience July 2009 - October 2012
Job Sr Financial Analyst at Glu
Industry Accounting
Experience
Glu Mobile September 2014 - Present
Electronic Arts October 2012 - September 2014
SVB Financial Group July 2009 - October 2012
Lindquist LLP July 2007 - March 2009
McGowin CPA January 2006 - May 2006
Skills
Capital Markets, Financial Analysis, Auditing, Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Corporate Finance, Account Reconciliation, Due Diligence, Finance, Analysis, Internal Audit, Financial Statements
Education
Sonoma State University 2004 — 2007
BS, Accounting
Sonoma State University
Bachelors of Science, Business Administration; Accounting
Homestead High School
Glu Mobile September 2014 - Present
Electronic Arts October 2012 - September 2014
SVB Financial Group July 2009 - October 2012
Lindquist LLP July 2007 - March 2009
McGowin CPA January 2006 - May 2006
Skills
Capital Markets, Financial Analysis, Auditing, Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Corporate Finance, Account Reconciliation, Due Diligence, Finance, Analysis, Internal Audit, Financial Statements
Education
Sonoma State University 2004 — 2007
BS, Accounting
Sonoma State University
Bachelors of Science, Business Administration; Accounting
Homestead High School
Mai-Anh Nguyen Mai-Anh Nguyen's SVB Financial Group Experience October 2004 - January 2012
Job Interior Design Student
Industry Design
Experience
Silicon Valley Bank August 2007 - January 2012
SVB Financial Group October 2004 - January 2012
Silicon Valley Bank February 2006 - August 2007
Silicon Valley Bank October 2004 - February 2006
NASA / Ames Research Center 2001 - 2001
Education
Santa Clara University
Bachelor of Science in Commerce, Finance
University of California, Berkeley
Berkeley Extension - Certificate Program, Interior Design and Architecture
UCLA Extension Architecture and Interior Design
Master's in Interior Architecture: 2014 – 2017 (expected)
Silicon Valley Bank August 2007 - January 2012
SVB Financial Group October 2004 - January 2012
Silicon Valley Bank February 2006 - August 2007
Silicon Valley Bank October 2004 - February 2006
NASA / Ames Research Center 2001 - 2001
Education
Santa Clara University
Bachelor of Science in Commerce, Finance
University of California, Berkeley
Berkeley Extension - Certificate Program, Interior Design and Architecture
UCLA Extension Architecture and Interior Design
Master's in Interior Architecture: 2014 – 2017 (expected)
Nick Pliakos Nick Pliakos's SVB Financial Group Experience 2011 - 2013
Job Financial Analyst at Southern New Hampshire University
Industry Higher Education
Experience
Southern New Hampshire University July 2014 - Present
Autodesk December 2013 - July 2014
SVB Financial Group 2011 - 2013
McLane Company 2009 - 2011
TD 2006 - 2007
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Auditing, Budgets, Month End Close, Coaching, Accruals, Flash, Forecasting, SEC filings, Fixed Assets, MS Excel Pivot Tables, Essbase, Offshore Management, Consolidation, PeopleSoft, Oracle, Millenium, Report Building, Expense Management, Financial Statement..., Monthly Close Process, Journal Entries, Revenue Recognition, Strategic Financial..., Variance Analysis, Cash Flow, US GAAP, GAAP, Financial Statements, Tax, Finance, Internal Audit, Sarbanes-Oxley, Process Improvement, Financial Accounting, Financial Modeling
Education
Southern New Hampshire University
Master of Business Administration (MBA)
Saint Anselm College 2000 — 2004
Bachelor of Arts, Financial Economics
Southern New Hampshire University July 2014 - Present
Autodesk December 2013 - July 2014
SVB Financial Group 2011 - 2013
McLane Company 2009 - 2011
TD 2006 - 2007
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Auditing, Budgets, Month End Close, Coaching, Accruals, Flash, Forecasting, SEC filings, Fixed Assets, MS Excel Pivot Tables, Essbase, Offshore Management, Consolidation, PeopleSoft, Oracle, Millenium, Report Building, Expense Management, Financial Statement..., Monthly Close Process, Journal Entries, Revenue Recognition, Strategic Financial..., Variance Analysis, Cash Flow, US GAAP, GAAP, Financial Statements, Tax, Finance, Internal Audit, Sarbanes-Oxley, Process Improvement, Financial Accounting, Financial Modeling
Education
Southern New Hampshire University
Master of Business Administration (MBA)
Saint Anselm College 2000 — 2004
Bachelor of Arts, Financial Economics
Nick Sabbatini Nick Sabbatini's SVB Financial Group Experience August 2013 - May 2014
Job Audit Senior at Abbott, Stringham & Lynch
Industry Accounting
Experience
Abbott, Stringham & Lynch August 2014 - Present
SVB Financial Group August 2013 - May 2014
PwC September 2011 - August 2013
Price Waterhouse Coopers June 2010 - August 2010
Cintas January 2009 - September 2009
Beacon Fire and Safety/Cintas January 2006 - December 2008
Nickell Fire Equipment/Beacon Fire and Safety August 1999 - December 2005
Skills
Accounting, Auditing, Accounts Receivable, US GAAP, CPA, Analysis, SEC filings
Education
San Jose State University 1997 — 2011
BS, Accounting
Abbott, Stringham & Lynch August 2014 - Present
SVB Financial Group August 2013 - May 2014
PwC September 2011 - August 2013
Price Waterhouse Coopers June 2010 - August 2010
Cintas January 2009 - September 2009
Beacon Fire and Safety/Cintas January 2006 - December 2008
Nickell Fire Equipment/Beacon Fire and Safety August 1999 - December 2005
Skills
Accounting, Auditing, Accounts Receivable, US GAAP, CPA, Analysis, SEC filings
Education
San Jose State University 1997 — 2011
BS, Accounting
Nicholas Stevens Nicholas Stevens's SVB Financial Group Experience January 2014 - Present
Job SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group January 2014 - Present
Brunswick School September 2011 - September 2013
AGC Partners June 2012 - August 2012
Education
Middlebury College 2007 — 2011
Bachelor of Arts (BA), English and American Literature; Political Science
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program, Finance
Westminster School 2003 — 2007
SVB Financial Group January 2014 - Present
Brunswick School September 2011 - September 2013
AGC Partners June 2012 - August 2012
Education
Middlebury College 2007 — 2011
Bachelor of Arts (BA), English and American Literature; Political Science
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program, Finance
Westminster School 2003 — 2007
Jed Taborski Jed Taborski's SVB Financial Group Experience September 2012 - Present
Job Senior Relationship Manager at SVB Financial Group
Industry Banking
Experience
SVB Financial Group September 2012 - Present
SVB Financial Group September 2009 - September 2012
Silicon Valley Bank August 2006 - August 2009
Wells Fargo Bank December 2002 - September 2003
Skills
Financial Analysis, Credit, Commercial Banking, Banking, Loans, Portfolio Management, Risk Management
Education
Sonoma State University 2000 — 2002
BA, Economics
SVB Financial Group September 2012 - Present
SVB Financial Group September 2009 - September 2012
Silicon Valley Bank August 2006 - August 2009
Wells Fargo Bank December 2002 - September 2003
Skills
Financial Analysis, Credit, Commercial Banking, Banking, Loans, Portfolio Management, Risk Management
Education
Sonoma State University 2000 — 2002
BA, Economics
Joe Werner Joe Werner's SVB Financial Group Experience December 2014 - Present
Job Director at SVB Financial Group
Industry Venture Capital & Private Equity
Experience
SVB Financial Group December 2014 - Present
SVB Financial Group April 2012 - December 2014
SVB Financial Group & Silicon Valley Bank March 2010 - March 2012
SVB Financial Group & Silicon Valley Bank June 2005 - March 2010
US Trust 2004 - 2005
Education
Saint Mary's College of California 1999 — 2003
Finance
Bellarmine College Preparatory
SVB Financial Group December 2014 - Present
SVB Financial Group April 2012 - December 2014
SVB Financial Group & Silicon Valley Bank March 2010 - March 2012
SVB Financial Group & Silicon Valley Bank June 2005 - March 2010
US Trust 2004 - 2005
Education
Saint Mary's College of California 1999 — 2003
Finance
Bellarmine College Preparatory
Donna Schooley Donna Schooley's SVB Financial Group Experience Marketing SpecialistCadence Design Systems2000 - 2004
Job Marketing Specialist at Silicon Valley Bank
Industry Marketing and Advertising
Experience
SVB Financial Group Marketing SpecialistCadence Design Systems2000 - 2004
Skills
Marketing Communications, Product Marketing, Cross-functional Team..., Marketing Strategy, Product Management, Market Research, CRM
Education
San Francisco State University 1994 — 1997
BS, Consumer Science
Homestead
SVB Financial Group Marketing SpecialistCadence Design Systems2000 - 2004
Skills
Marketing Communications, Product Marketing, Cross-functional Team..., Marketing Strategy, Product Management, Market Research, CRM
Education
San Francisco State University 1994 — 1997
BS, Consumer Science
Homestead
Nicholas Currie Nicholas Currie's SVB Financial Group Experience March 2014 - Present
Job Vice President at SVB Financial Group
Industry Banking
Experience
SVB Financial Group March 2014 - Present
SVB Financial Group September 2012 - March 2014
SVB Financial Group June 2010 - September 2012
Wells Fargo Financial 2009 - June 2010
US Realty Capital May 2007 - September 2008
Skills
Due Diligence, Credit Analysis, Credit, Finance, Loans, Underwriting, Analysis, Business Strategy, Financial Structuring, Cash Flow, Financial Modeling, Portfolio Management, Accounts Receivable, Financial Analysis, Corporate Finance
Education
Hobart and William Smith Colleges 2004 — 2008
B.A, Economics, Political Science
SVB Financial Group March 2014 - Present
SVB Financial Group September 2012 - March 2014
SVB Financial Group June 2010 - September 2012
Wells Fargo Financial 2009 - June 2010
US Realty Capital May 2007 - September 2008
Skills
Due Diligence, Credit Analysis, Credit, Finance, Loans, Underwriting, Analysis, Business Strategy, Financial Structuring, Cash Flow, Financial Modeling, Portfolio Management, Accounts Receivable, Financial Analysis, Corporate Finance
Education
Hobart and William Smith Colleges 2004 — 2008
B.A, Economics, Political Science
Mary Dent Mary Dent's SVB Financial Group Experience May 2006 - April 2013
Job Founder at dcIQ
Industry Public Policy
Experience
dcIQ September 2013 - Present
Green Dot Corporation August 2013 - Present
Stanford Institute for Research in the Social Services 2011 - Present
Silicon Valley Bank April 2013 - September 2013
SVB Financial Group May 2006 - April 2013
Joint Venture: Silicon Valley Network 2009 - March 2013
New Skies Satellites March 2000 - May 2006
Goldberg, Godles, Weiner & Wright 1992 - 2000
The United States Senate 1990 - 1992
Women's Law and Public Policy Fellowship Program 1990 - 1991
Skills
Public Policy, Policy, Business Strategy, Joint Ventures, Management, Research, Cleantech, Corporate Governance, Due Diligence, Venture Capital, Entrepreneurship, Executive Management, Private Equity, Government, Start-ups, Strategic Planning, Program Management
Education
Stanford University 1986 — 1989
J.D., Law
University of California, Los Angeles 1979 — 1983
B.S., Economics
dcIQ September 2013 - Present
Green Dot Corporation August 2013 - Present
Stanford Institute for Research in the Social Services 2011 - Present
Silicon Valley Bank April 2013 - September 2013
SVB Financial Group May 2006 - April 2013
Joint Venture: Silicon Valley Network 2009 - March 2013
New Skies Satellites March 2000 - May 2006
Goldberg, Godles, Weiner & Wright 1992 - 2000
The United States Senate 1990 - 1992
Women's Law and Public Policy Fellowship Program 1990 - 1991
Skills
Public Policy, Policy, Business Strategy, Joint Ventures, Management, Research, Cleantech, Corporate Governance, Due Diligence, Venture Capital, Entrepreneurship, Executive Management, Private Equity, Government, Start-ups, Strategic Planning, Program Management
Education
Stanford University 1986 — 1989
J.D., Law
University of California, Los Angeles 1979 — 1983
B.S., Economics
Susan Plotnik's SVB Financial Group Experience August 2009 - Present
Job Senior Human Resources Business Partner at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group August 2009 - Present
Hologic (Formerly Cytyc) August 2007 - January 2009
Golden West Financial/Wachovia August 2002 - August 2007
Morgan Stanley September 2000 - June 2002
Showtime Networks January 1997 - September 2000
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Personnel Management, Interviews, Deferred Compensation, Management, Team Building, New Hire Orientations, Project Management, Sales
Education
Le Moyne College 1991 — 1995
B.S., Human Resources
SVB Financial Group August 2009 - Present
Hologic (Formerly Cytyc) August 2007 - January 2009
Golden West Financial/Wachovia August 2002 - August 2007
Morgan Stanley September 2000 - June 2002
Showtime Networks January 1997 - September 2000
Skills
Performance Management, Employee Relations, Human Resources, Recruiting, Personnel Management, Interviews, Deferred Compensation, Management, Team Building, New Hire Orientations, Project Management, Sales
Education
Le Moyne College 1991 — 1995
B.S., Human Resources
Talene Kozanian's SVB Financial Group Experience March 2010 - Present
Job Deal Team Leader at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group March 2010 - Present
Square 1 Bank April 2006 - April 2010
Comerica Bank January 2004 - March 2006
Education
Santa Clara University 2004 — 2008
MBA
Saint Mary's College of California
B.S.B.A.
SVB Financial Group March 2010 - Present
Square 1 Bank April 2006 - April 2010
Comerica Bank January 2004 - March 2006
Education
Santa Clara University 2004 — 2008
MBA
Saint Mary's College of California
B.S.B.A.
John Ogawa's SVB Financial Group Experience May 2011 - May 2014
Job Accountant (Contract) at Wells Fargo
Industry Venture Capital & Private Equity
Experience
Wells Fargo July 2014 - Present
SVB Financial Group May 2011 - May 2014
Silicon Valley Bank July 2008 - May 2011
SVB Financial Group March 2003 - July 2008
Silicon Valley Bank September 1999 - March 2003
California Bank & Trust June 1994 - August 1999
Japan Exchange and Teaching Programme August 1991 - August 1993
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Due Diligence, Accounting, Valuation, Private Equity, Finance, Venture Capital, Auditing, Financial Accounting, Financial Modeling, Loans, Investments, Portfolio Management
Education
Santa Clara University 2000 — 2004
MBA, Finance
University of California, Davis 1987 — 1991
BA, Economics
Wells Fargo July 2014 - Present
SVB Financial Group May 2011 - May 2014
Silicon Valley Bank July 2008 - May 2011
SVB Financial Group March 2003 - July 2008
Silicon Valley Bank September 1999 - March 2003
California Bank & Trust June 1994 - August 1999
Japan Exchange and Teaching Programme August 1991 - August 1993
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Due Diligence, Accounting, Valuation, Private Equity, Finance, Venture Capital, Auditing, Financial Accounting, Financial Modeling, Loans, Investments, Portfolio Management
Education
Santa Clara University 2000 — 2004
MBA, Finance
University of California, Davis 1987 — 1991
BA, Economics
Garen Staglin's SVB Financial Group Experience February 2011 - Present
Job Private Equity Investor, Chairman, One Mind Campaign and Owner, Staglin Family Vineyard
Industry Information Technology and Services
Experience
Staglin Family Vineyard December 1985 - Present
One Mind for Research June 2010 - Present
ExL Services June 2005 - Present
NVoicePay January 2010 - Present
Profit Velocity Solutions January 2009 - Present
SVB Financial Group February 2011 - Present
FTV Capital June 2004 - Present
International Mental Health Research Organization June 1995 - Present
Bring Change 2 Mind January 2009 - Present
Stanford Directors College June 2014 - June 2014
Skills
Mergers, Venture Capital, Start-ups, Payments, Equities, Fundraising, Mergers & Acquisitions, Business Development, Strategy, Private Equity, Investments, E-commerce, Strategic Partnerships, Corporate Finance, Marketing, New Business Development, Strategic Planning, CRM, Leadership, Finance, Financial Services, Management, Executive Management, Entrepreneurship, Outsourcing, Business Strategy, Budgets, Management Consulting, Corporate Development, Business Planning, Banking
Education
Stanford University Graduate School of Business 1966 — 1968
MBA, Finance and Systems Analysis
University of California, Los Angeles 1962 — 1966
BS, Engineering--Electrical and Nuclear
Staglin Family Vineyard December 1985 - Present
One Mind for Research June 2010 - Present
ExL Services June 2005 - Present
NVoicePay January 2010 - Present
Profit Velocity Solutions January 2009 - Present
SVB Financial Group February 2011 - Present
FTV Capital June 2004 - Present
International Mental Health Research Organization June 1995 - Present
Bring Change 2 Mind January 2009 - Present
Stanford Directors College June 2014 - June 2014
Skills
Mergers, Venture Capital, Start-ups, Payments, Equities, Fundraising, Mergers & Acquisitions, Business Development, Strategy, Private Equity, Investments, E-commerce, Strategic Partnerships, Corporate Finance, Marketing, New Business Development, Strategic Planning, CRM, Leadership, Finance, Financial Services, Management, Executive Management, Entrepreneurship, Outsourcing, Business Strategy, Budgets, Management Consulting, Corporate Development, Business Planning, Banking
Education
Stanford University Graduate School of Business 1966 — 1968
MBA, Finance and Systems Analysis
University of California, Los Angeles 1962 — 1966
BS, Engineering--Electrical and Nuclear
Ann Lucchesi's SVB Financial Group Experience March 2013 - Present
Job
Industry Financial Services
Experience
SVB Financial Group March 2013 - Present
Corporate Equity Services November 2009 - August 2013
SVB Financial Group April 2011 - March 2013
Core-Mark International September 2007 - April 2011
Equity Admin Services, LLC December 2007 - December 2010
RBC Capital Markets August 2001 - January 2006
Skills
Mergers, Derivatives, Wealth Management, Coaching, Employee Benefits, Data Analysis, Management, Investment Banking, Equities, Venture Capital, Valuation
Education
University of California, Berkeley, Haas School of Business 1992 — 1995
MBA
Oregon State University 1982 — 1986
BA and BS
SVB Financial Group March 2013 - Present
Corporate Equity Services November 2009 - August 2013
SVB Financial Group April 2011 - March 2013
Core-Mark International September 2007 - April 2011
Equity Admin Services, LLC December 2007 - December 2010
RBC Capital Markets August 2001 - January 2006
Skills
Mergers, Derivatives, Wealth Management, Coaching, Employee Benefits, Data Analysis, Management, Investment Banking, Equities, Venture Capital, Valuation
Education
University of California, Berkeley, Haas School of Business 1992 — 1995
MBA
Oregon State University 1982 — 1986
BA and BS
Angie O'Byrne's SVB Financial Group Experience January 2014 - Present
Job IT Manager, Mobile Banking & Client Onboarding at SVB Financial Group
Industry Information Technology and Services
Experience
SVB Financial Group January 2014 - Present
SVB Financial Group January 2013 - Present
SVB Financial Group 2007 - Present
3Com Corporation 1998 - 2006
FileMaker 1995 - 1998
Skills
SDLC, Program Management, PMP, Software Project..., Agile Methodologies, Vendor Management, IT Strategy, Business Intelligence, Cloud Computing, Integration, PMO, Requirements Analysis, SQL, SaaS, Business Analysis
Education
University of Limerick 1990 — 1991
Postgraduate Diploma, Computer Science
National University of Ireland, Galway 1987 — 1990
B.Sc, Physics
SVB Financial Group January 2014 - Present
SVB Financial Group January 2013 - Present
SVB Financial Group 2007 - Present
3Com Corporation 1998 - 2006
FileMaker 1995 - 1998
Skills
SDLC, Program Management, PMP, Software Project..., Agile Methodologies, Vendor Management, IT Strategy, Business Intelligence, Cloud Computing, Integration, PMO, Requirements Analysis, SQL, SaaS, Business Analysis
Education
University of Limerick 1990 — 1991
Postgraduate Diploma, Computer Science
National University of Ireland, Galway 1987 — 1990
B.Sc, Physics
Todd Ngo's SVB Financial Group Experience January 2006 - Present
Job Accounting Manager
Industry Financial Services
Experience
SVB Financial Group January 2006 - Present
SVB Financial Group January 2006 - Present
Skills
Accounting, Auditing, Sarbanes-Oxley Act
Education
Saint Mary's College of California 2005 — 2006
Masters
University of California, San Diego 1993 — 1997
BS, Physiology
SVB Financial Group January 2006 - Present
SVB Financial Group January 2006 - Present
Skills
Accounting, Auditing, Sarbanes-Oxley Act
Education
Saint Mary's College of California 2005 — 2006
Masters
University of California, San Diego 1993 — 1997
BS, Physiology
Lorie Goulart's SVB Financial Group Experience February 2006 - September 2008
Job Relationship Advisor at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank October 2008 - Present
SVB Financial Group February 2006 - September 2008
SVB Financial Group October 2003 - February 2006
Union Bank of California July 2001 - January 2003
Chevy's Fresh Mex Restaurant January 1998 - January 2001
Skills
Acting, Stage Performance, Stage Management, Performing
Education
San Jose State University 1998 — 2003
BA, Radio-Television-Film
Santa Clara High School 1994 — 1998
Silicon Valley Bank October 2008 - Present
SVB Financial Group February 2006 - September 2008
SVB Financial Group October 2003 - February 2006
Union Bank of California July 2001 - January 2003
Chevy's Fresh Mex Restaurant January 1998 - January 2001
Skills
Acting, Stage Performance, Stage Management, Performing
Education
San Jose State University 1998 — 2003
BA, Radio-Television-Film
Santa Clara High School 1994 — 1998
Brigid Carew's SVB Financial Group Experience July 1997 - August 2013
Job Administrative Professional
Industry Legal Services
Experience
Autodesk August 2015 - Present
Goldman & Associates September 2013 - July 2015
Saama Capital May 2012 - August 2013
SVB Financial Group July 1997 - August 2013
SVB Financial Group 2006 - 2010
SVB Financial Group 2002 - 2006
SVB Financial Group 1999 - 2002
SVB Financial Group 1997 - 1999
Skills
Payments, Banking, Global Operations, IT Operations, Event Planning, Marketing Communications, Customer Service, Office Administration, Administrative Support, Purchasing, Accounts Payable, Accounts Receivable, Administrative...
Education
Plymouth State University 1993 — 1997
Bachelor of Science (B.S.), Mental and Social Health Services and Allied Professions
Bishop Brady High School 1989 — 1993
BS, Mental and Social Health Services and Allied Professions
Yoga Garden
Yoga Garden
Autodesk August 2015 - Present
Goldman & Associates September 2013 - July 2015
Saama Capital May 2012 - August 2013
SVB Financial Group July 1997 - August 2013
SVB Financial Group 2006 - 2010
SVB Financial Group 2002 - 2006
SVB Financial Group 1999 - 2002
SVB Financial Group 1997 - 1999
Skills
Payments, Banking, Global Operations, IT Operations, Event Planning, Marketing Communications, Customer Service, Office Administration, Administrative Support, Purchasing, Accounts Payable, Accounts Receivable, Administrative...
Education
Plymouth State University 1993 — 1997
Bachelor of Science (B.S.), Mental and Social Health Services and Allied Professions
Bishop Brady High School 1989 — 1993
BS, Mental and Social Health Services and Allied Professions
Yoga Garden
Yoga Garden
Ana Loyda's SVB Financial Group Experience October 2000 - May 2007
Job ..
Industry Banking
Experience
Bank of America May 2007 - July 2009
SVB Financial Group October 2000 - May 2007
Education
San Jose State University 1997 — 2002
BS, Business Administration, concentration Marketing
San Jose State University
MA, Economics
Bank of America May 2007 - July 2009
SVB Financial Group October 2000 - May 2007
Education
San Jose State University 1997 — 2002
BS, Business Administration, concentration Marketing
San Jose State University
MA, Economics
Lindsey Okano's SVB Financial Group Experience September 2008 - March 2011
Job Corporate HR Specialist at Cost Plus World Market
Industry Retail
Experience
Cost Plus World Market March 2011 - Present
SVB Financial Group September 2008 - March 2011
Alpargatas March 2008 - December 2009
SVB Financial Group October 2006 - September 2008
EXPRESS July 2006 - October 2006
EXPRESS 2005 - July 2006
EXPRESS 2004 - 2005
Cost Plus World Market 2004 - 2004
Skills
Recruiting, Onboarding, HRIS, Talent Acquisition, Applicant Tracking..., Employee Relations, Sourcing, Interviews, Management, Deferred Compensation, Hiring, Screening, Coaching, Temporary Placement, New Hire Orientations, Talent Management, Time Management, Training, Human Resources
Education
San Jose State University 2001 — 2006
BS, Human Resources
Cost Plus World Market March 2011 - Present
SVB Financial Group September 2008 - March 2011
Alpargatas March 2008 - December 2009
SVB Financial Group October 2006 - September 2008
EXPRESS July 2006 - October 2006
EXPRESS 2005 - July 2006
EXPRESS 2004 - 2005
Cost Plus World Market 2004 - 2004
Skills
Recruiting, Onboarding, HRIS, Talent Acquisition, Applicant Tracking..., Employee Relations, Sourcing, Interviews, Management, Deferred Compensation, Hiring, Screening, Coaching, Temporary Placement, New Hire Orientations, Talent Management, Time Management, Training, Human Resources
Education
San Jose State University 2001 — 2006
BS, Human Resources
Aron Lencz's SVB Financial Group Experience August 2003 - September 2005
Job Vice President, Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2009 - Present
Credit Suisse June 2008 - August 2008
Innovation Advisors September 2005 - July 2007
SVB Financial Group August 2003 - September 2005
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, M&A experience, Investments, Hedge Funds, Bloomberg, Due Diligence, Corporate Development, Venture Capital, LBO, Fixed Income, Leveraged Finance, Private Equity, Financial Analysis, Emerging Markets, Equities
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Northwestern University 1998 — 2002
BA, Economics
Credit Suisse July 2009 - Present
Credit Suisse June 2008 - August 2008
Innovation Advisors September 2005 - July 2007
SVB Financial Group August 2003 - September 2005
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, M&A experience, Investments, Hedge Funds, Bloomberg, Due Diligence, Corporate Development, Venture Capital, LBO, Fixed Income, Leveraged Finance, Private Equity, Financial Analysis, Emerging Markets, Equities
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Northwestern University 1998 — 2002
BA, Economics
Eric Briggs's SVB Financial Group Experience July 2010 - June 2014
Job Portfolio Lead Operational Excellence at Genentech
Industry Financial Services
Experience
Genentech June 2014 - Present
SVB Financial Group July 2010 - June 2014
Nortel Networks May 2008 - January 2009
Nortel Networks June 2007 - April 2008
Crispin Corporation June 2006 - May 2007
Skills
Venture Capital, Financial Analysis, Financial Modeling, New Business Development, Valuation, Analysis, Start-ups, Strategy, Analytics, Due Diligence, Portfolio Management, Telecommunications, Strategic Partnerships, Forecasting, Business Valuation, Business Development, Management
Education
North Carolina State University - Poole College of Management 2005 — 2007
MBA, Dual Concentrations - Financial Management / Supply Chain Management
North Carolina State University 1998 — 2002
BS, Zoology / Pre-Vet
Genentech June 2014 - Present
SVB Financial Group July 2010 - June 2014
Nortel Networks May 2008 - January 2009
Nortel Networks June 2007 - April 2008
Crispin Corporation June 2006 - May 2007
Skills
Venture Capital, Financial Analysis, Financial Modeling, New Business Development, Valuation, Analysis, Start-ups, Strategy, Analytics, Due Diligence, Portfolio Management, Telecommunications, Strategic Partnerships, Forecasting, Business Valuation, Business Development, Management
Education
North Carolina State University - Poole College of Management 2005 — 2007
MBA, Dual Concentrations - Financial Management / Supply Chain Management
North Carolina State University 1998 — 2002
BS, Zoology / Pre-Vet
Jeffrey Moody, CPA's SVB Financial Group Experience September 2015 - Present
Job Business Unit Controller at SVB Financial Group
Industry Banking
Experience
SVB Financial Group September 2015 - Present
SVB Financial Group September 2013 - Present
McGladrey October 2011 - September 2013
McGladrey January 2011 - September 2011
McGladrey September 2008 - December 2010
McGladrey July 2006 - August 2008
Skills
Account Reconciliation, Internal Audit, CPA, GAAP, SEC filings, US GAAP, Internal Controls, Accounting, Auditing, Financial Reporting, Financial Statements
Education
Southern Utah University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Southern Utah University 2001 — 2005
Master of Accounting
SVB Financial Group September 2015 - Present
SVB Financial Group September 2013 - Present
McGladrey October 2011 - September 2013
McGladrey January 2011 - September 2011
McGladrey September 2008 - December 2010
McGladrey July 2006 - August 2008
Skills
Account Reconciliation, Internal Audit, CPA, GAAP, SEC filings, US GAAP, Internal Controls, Accounting, Auditing, Financial Reporting, Financial Statements
Education
Southern Utah University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Southern Utah University 2001 — 2005
Master of Accounting
Ciby Mathews's SVB Financial Group Experience July 2011 - Present
Job Application Support Analyst I at SVB Financial Group
Industry Banking
Experience
SVB Financial Group July 2011 - Present
SVB Financial Group May 2006 - June 2011
Greater Bay Bancorp October 2005 - May 2006
Sears Roebuck & Co June 2001 - January 2006
Greater Bay Bancorp August 2004 - October 2005
Wells Fargo & Co November 2002 - May 2003
Skills
PowerPoint, Microsoft Excel, Banking, Management, Analysis, Software Documentation
Education
Foothill Community College 2001 — 2004
AA
Aptech
Advanced Diploma
Mahatma Gandhi University
B.A
Abudhabi Indian School
SVB Financial Group July 2011 - Present
SVB Financial Group May 2006 - June 2011
Greater Bay Bancorp October 2005 - May 2006
Sears Roebuck & Co June 2001 - January 2006
Greater Bay Bancorp August 2004 - October 2005
Wells Fargo & Co November 2002 - May 2003
Skills
PowerPoint, Microsoft Excel, Banking, Management, Analysis, Software Documentation
Education
Foothill Community College 2001 — 2004
AA
Aptech
Advanced Diploma
Mahatma Gandhi University
B.A
Abudhabi Indian School
Justin Maxson's SVB Financial Group Experience October 2008 - May 2012
Job Founder & Principal at Sun of Max
Industry Music
Experience
Sun of Max June 2015 - Present
BandPage April 2014 - May 2015
Solium May 2012 - August 2013
SVB Financial Group October 2008 - May 2012
ArtNowSF January 2008 - April 2010
XLR8R July 2008 - December 2008
The Future Leaders Institute August 2007 - August 2008
Adventures Cross-Country June 2005 - August 2007
Squaw Valley Academy August 2006 - June 2007
The White Mountain School August 2005 - June 2006
Skills
Marketing, Account Management, Social Media, Event Planning, Public Relations, Project Management, Entrepreneurship, Marketing Communications, Business Relationship..., Social Media Marketing, Business Process..., Music, Community Outreach, Team Building, Business Development, Salesforce.com, Start-ups, Strategic Partnerships, Digital Media, Music Industry, Resourceful..., Social Networking, Superior Client Service, Community Development, Creative Solutions, Communication, Training Facilitation, Venture Capital, Music Journalism, Atlassian JIRA, Zendesk, Software Quality..., Contemporary Art, Curating
Education
Southern Illinois University, Carbondale 2001 — 2005
Bachelor of Science (B.S.), Experiential Education & Recreation Management
Sun of Max June 2015 - Present
BandPage April 2014 - May 2015
Solium May 2012 - August 2013
SVB Financial Group October 2008 - May 2012
ArtNowSF January 2008 - April 2010
XLR8R July 2008 - December 2008
The Future Leaders Institute August 2007 - August 2008
Adventures Cross-Country June 2005 - August 2007
Squaw Valley Academy August 2006 - June 2007
The White Mountain School August 2005 - June 2006
Skills
Marketing, Account Management, Social Media, Event Planning, Public Relations, Project Management, Entrepreneurship, Marketing Communications, Business Relationship..., Social Media Marketing, Business Process..., Music, Community Outreach, Team Building, Business Development, Salesforce.com, Start-ups, Strategic Partnerships, Digital Media, Music Industry, Resourceful..., Social Networking, Superior Client Service, Community Development, Creative Solutions, Communication, Training Facilitation, Venture Capital, Music Journalism, Atlassian JIRA, Zendesk, Software Quality..., Contemporary Art, Curating
Education
Southern Illinois University, Carbondale 2001 — 2005
Bachelor of Science (B.S.), Experiential Education & Recreation Management
Kara Hackenburg's SVB Financial Group Experience June 2010 - Present
Job Sr. Investment Operations Manager at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group June 2010 - Present
Silicon Valley Bank October 2002 - June 2010
Wells Fargo March 2000 - October 2002
NASD June 1999 - March 2000
Smith Barney December 1997 - June 1999
E*TRADE Financial August 1995 - December 1997
Skills
Banking, Capital Markets, Investments, Securities, Financial Services, FINRA, Portfolio Management, Risk Management
Education
Santa Clara University 1992 — 1995
BS
SVB Financial Group June 2010 - Present
Silicon Valley Bank October 2002 - June 2010
Wells Fargo March 2000 - October 2002
NASD June 1999 - March 2000
Smith Barney December 1997 - June 1999
E*TRADE Financial August 1995 - December 1997
Skills
Banking, Capital Markets, Investments, Securities, Financial Services, FINRA, Portfolio Management, Risk Management
Education
Santa Clara University 1992 — 1995
BS
Tony Yeh's SVB Financial Group Experience February 2011 - June 2013
Job Investment Management & Wealth Advisory
Industry Investment Management
Experience
QuantScape Asset Management LLC 2013 - Present
UC Berkeley (Finance Certificate Programs) October 2008 - Present
SVB Financial Group February 2011 - June 2013
Pacifica Consulting August 2001 - December 2010
UBS Investment Bank August 1990 - February 2001
GE Global Research June 1988 - August 1990
Skills
Wealth Management, Investments, Portfolio Management, Financial Econometrics, Capital Allocation, Security Analysis, Performance Metrics, Strategy, Statistical Analysis &..., Derivatives, Fixed Income, Capital Market..., Asset Pricing, Venture Capital, Securities, Corporate Finance, Risk Management, Quantitative Analytics, Quantitative Finance, Mergers & Acquisitions, Valuation, Valuation Modeling
Education
The University of Chicago - Booth School of Business
M.B.A., Finance & Econometrics, Dean's Honor Roll
Rensselaer Polytechnic Institute
M. Engr., Systems Engineering/A.I., Dean's Honor Roll
University of Illinois at Urbana-Champaign
B.S., Engineering Computer Science, Dean's Honor List
The Montgomery Academy
Diploma - Liberal Arts and Sciences, Cum Laude Society
QuantScape Asset Management LLC 2013 - Present
UC Berkeley (Finance Certificate Programs) October 2008 - Present
SVB Financial Group February 2011 - June 2013
Pacifica Consulting August 2001 - December 2010
UBS Investment Bank August 1990 - February 2001
GE Global Research June 1988 - August 1990
Skills
Wealth Management, Investments, Portfolio Management, Financial Econometrics, Capital Allocation, Security Analysis, Performance Metrics, Strategy, Statistical Analysis &..., Derivatives, Fixed Income, Capital Market..., Asset Pricing, Venture Capital, Securities, Corporate Finance, Risk Management, Quantitative Analytics, Quantitative Finance, Mergers & Acquisitions, Valuation, Valuation Modeling
Education
The University of Chicago - Booth School of Business
M.B.A., Finance & Econometrics, Dean's Honor Roll
Rensselaer Polytechnic Institute
M. Engr., Systems Engineering/A.I., Dean's Honor Roll
University of Illinois at Urbana-Champaign
B.S., Engineering Computer Science, Dean's Honor List
The Montgomery Academy
Diploma - Liberal Arts and Sciences, Cum Laude Society
Patricia Huang's SVB Financial Group Experience May 2003 - December 2007
Job Accounting and Finance Professional
Industry Semiconductors
Experience
Various Companies January 2008 - Present
SVB Financial Group May 2003 - December 2007
Applied Materials March 2000 - January 2003
Raychem March 1979 - October 1999
Skills
SOX, Financial Reporting, Financial Analysis, Accounting, Financial Systems..., Financial Accounting, Process Improvement, Business Objects, General Ledger, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Revenue Recognition, Essbase, SEC filings, US GAAP, Auditing
Education
Santa Clara University
MBA, Accounting and Finance
Various Companies January 2008 - Present
SVB Financial Group May 2003 - December 2007
Applied Materials March 2000 - January 2003
Raychem March 1979 - October 1999
Skills
SOX, Financial Reporting, Financial Analysis, Accounting, Financial Systems..., Financial Accounting, Process Improvement, Business Objects, General Ledger, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Revenue Recognition, Essbase, SEC filings, US GAAP, Auditing
Education
Santa Clara University
MBA, Accounting and Finance
Rich Tinnon's SVB Financial Group Experience 2003 - 2005
Job Chief Financial Officer at First National
Industry Financial Services
Experience
First National November 2013 - Present
Mile High Banks April 2013 - November 2013
Credit Union of the Rockies June 2011 - April 2013
Key Equipment Finance January 2005 - December 2009
SVB Financial Group 2003 - 2005
GATX Capital 1987 - 2002
Deloitte & Touche 1985 - 1987
Skills
Financial Analysis, Forecasting, Strategy, Finance, Strategic Planning, Management, Accounting, Business Intelligence, Pricing, Credit, Tax, Banking, Due Diligence, Mergers, Mergers & Acquisitions, Risk Management, Negotiation, Investments, Analysis, Financial Modeling, Underwriting, Portfolio Management, Corporate Finance, Cash Management, Strategic Financial..., Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 1988 — 1990
MBA, Finance
Michigan State University 1981 — 1985
BA, Accounting
First National November 2013 - Present
Mile High Banks April 2013 - November 2013
Credit Union of the Rockies June 2011 - April 2013
Key Equipment Finance January 2005 - December 2009
SVB Financial Group 2003 - 2005
GATX Capital 1987 - 2002
Deloitte & Touche 1985 - 1987
Skills
Financial Analysis, Forecasting, Strategy, Finance, Strategic Planning, Management, Accounting, Business Intelligence, Pricing, Credit, Tax, Banking, Due Diligence, Mergers, Mergers & Acquisitions, Risk Management, Negotiation, Investments, Analysis, Financial Modeling, Underwriting, Portfolio Management, Corporate Finance, Cash Management, Strategic Financial..., Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 1988 — 1990
MBA, Finance
Michigan State University 1981 — 1985
BA, Accounting
Jeff Bauer's SVB Financial Group Experience 2010 - Present
Job IT Program Manager at SVB Financial Group
Industry Information Technology and Services
Experience
SVB Financial Group 2010 - Present
Silicon Valley Bank October 2005 - May 2010
Touchpoint July 2003 - October 2005
Netliant February 2002 - December 2003
Zoho 2000 - 2001
Raychem 1996 - 2000
Skills
Networking, SDLC, Disaster Recovery, Virtualization, Data Center, Management, IT Strategy, IT Operations, Enterprise Architecture, Cloud Computing, Sterling Integrator, Vendor Management, Enterprise Software, Storage Area Networks, Solution Architecture, VMware, EDI, Sterling Commerce, SaaS
Education
Heald College 1990 — 1992
AS
Mission College 1983 — 1985
AS
SVB Financial Group 2010 - Present
Silicon Valley Bank October 2005 - May 2010
Touchpoint July 2003 - October 2005
Netliant February 2002 - December 2003
Zoho 2000 - 2001
Raychem 1996 - 2000
Skills
Networking, SDLC, Disaster Recovery, Virtualization, Data Center, Management, IT Strategy, IT Operations, Enterprise Architecture, Cloud Computing, Sterling Integrator, Vendor Management, Enterprise Software, Storage Area Networks, Solution Architecture, VMware, EDI, Sterling Commerce, SaaS
Education
Heald College 1990 — 1992
AS
Mission College 1983 — 1985
AS
Emily Matsuyama's SVB Financial Group Experience June 2007 - March 2009
Job Program Manager at SVB Analytics
Industry Banking
Experience
SVB Analytics August 2010 - Present
SVB Financial Group June 2007 - March 2009
Skills
Vendor Management, SDLC, Portfolio Management, Program Management, Commercial Banking, Governance, Visio, Financial Analysis, PMO, Risk Management, Financial Modeling, Process Improvement, Banking, Business Analysis
Education
San Jose State University
SVB Analytics August 2010 - Present
SVB Financial Group June 2007 - March 2009
Skills
Vendor Management, SDLC, Portfolio Management, Program Management, Commercial Banking, Governance, Visio, Financial Analysis, PMO, Risk Management, Financial Modeling, Process Improvement, Banking, Business Analysis
Education
San Jose State University
Sriram Velpula's SVB Financial Group Experience October 2011 - Present
Job Systems Engineer III at SVB Financial Group
Industry Banking
Experience
SVB Financial Group October 2011 - Present
Williams-Sonoma, Inc. April 2011 - October 2011
Genentech November 2010 - April 2011
Astreya Partners November 2010 - March 2011
NCS Pearson December 2007 - October 2010
Wells Fargo - EHS Group June 2006 - December 2007
GE Transportation October 2005 - June 2006
Skills
Tomcat, TIBCO, Weblogic, Websphere, Solaris, Unix, Apache, JBoss Application Server, Perl, Linux, Java Enterprise Edition, SOA, Microsoft SQL Server, Web Services, Shell Scripting, Oracle, Solution Architecture, Integration, Ant, Unix Shell Scripting, Java, AIX
Education
University of Missouri-Kansas City 2004 — 2006
Masters in Computer Science, Networking, Software Engineering
University of Missouri-Kansas City 2004 — 2006
Masters in Computer Science, Networking
Jawaharlal Nehru Technological University 2000 — 2004
Bachelors in Computer Science
SVB Financial Group October 2011 - Present
Williams-Sonoma, Inc. April 2011 - October 2011
Genentech November 2010 - April 2011
Astreya Partners November 2010 - March 2011
NCS Pearson December 2007 - October 2010
Wells Fargo - EHS Group June 2006 - December 2007
GE Transportation October 2005 - June 2006
Skills
Tomcat, TIBCO, Weblogic, Websphere, Solaris, Unix, Apache, JBoss Application Server, Perl, Linux, Java Enterprise Edition, SOA, Microsoft SQL Server, Web Services, Shell Scripting, Oracle, Solution Architecture, Integration, Ant, Unix Shell Scripting, Java, AIX
Education
University of Missouri-Kansas City 2004 — 2006
Masters in Computer Science, Networking, Software Engineering
University of Missouri-Kansas City 2004 — 2006
Masters in Computer Science, Networking
Jawaharlal Nehru Technological University 2000 — 2004
Bachelors in Computer Science
Katharine Eckles's SVB Financial Group Experience February 1997 - Present
Job Director of Corporate Information at SVB Financial Group
Industry Banking
Experience
SVB Financial Group February 1997 - Present
Technology Funding 1989 - 1995
Skills
Business Analysis, SharePoint, Banking, Vendor Management, SDLC, Business Intelligence, Process Improvement, Software Documentation, Active Directory, Databases, IT Strategy
Education
San Jose State University
SVB Financial Group February 1997 - Present
Technology Funding 1989 - 1995
Skills
Business Analysis, SharePoint, Banking, Vendor Management, SDLC, Business Intelligence, Process Improvement, Software Documentation, Active Directory, Databases, IT Strategy
Education
San Jose State University
Dorian West Blair, J.D.'s SVB Financial Group Experience 2010 - 2011
Job Diversity and Inclusion Officer at EBMUD
Industry Human Resources
Experience
EBMUD October 2014 - Present
CPS Consulting January 2012 - September 2014
West Blair Consulting June 2011 - September 2014
SVB Financial Group 2010 - 2011
School of Medicine, UCSF 2006 - 2009
Continuing Education, CSU East Bay 2005 - 2008
Dorian West Blair 2001 - 2008
California State University, East Bay 2002 - 2006
PeopleSoft, Inc. 2000 - 2001
Rogers Joseph O'Donnell 1998 - 2000
Education
Stanford University Law School
J.D.
UC Berkeley
University of California, Los Angeles
BA, Communication Studies
EBMUD October 2014 - Present
CPS Consulting January 2012 - September 2014
West Blair Consulting June 2011 - September 2014
SVB Financial Group 2010 - 2011
School of Medicine, UCSF 2006 - 2009
Continuing Education, CSU East Bay 2005 - 2008
Dorian West Blair 2001 - 2008
California State University, East Bay 2002 - 2006
PeopleSoft, Inc. 2000 - 2001
Rogers Joseph O'Donnell 1998 - 2000
Education
Stanford University Law School
J.D.
UC Berkeley
University of California, Los Angeles
BA, Communication Studies
Frento Burton's SVB Financial Group Experience June 2010 - September 2010
Job Cyber Security Specialist at Grant Thornton
Industry Information Technology and Services
Experience
Grant Thornton June 2014 - Present
Blue Canopy August 2011 - Present
SVB Financial Group June 2010 - September 2010
Hewlett-Packard May 2009 - August 2009
Skills
Business Analysis, Visio, Unix, Project Management, SharePoint, SDLC, ITIL, Analysis, Risk Management, Information Security, Network Security, OWASP, IT Strategy, IT Management
Education
Howard University 2008 — 2011
Master of Science (MS), Computer Science
Johnson C. Smith University - JCSU 2003 — 2007
Bachelor of Science (BS), Management Information Systems, General
Grant Thornton June 2014 - Present
Blue Canopy August 2011 - Present
SVB Financial Group June 2010 - September 2010
Hewlett-Packard May 2009 - August 2009
Skills
Business Analysis, Visio, Unix, Project Management, SharePoint, SDLC, ITIL, Analysis, Risk Management, Information Security, Network Security, OWASP, IT Strategy, IT Management
Education
Howard University 2008 — 2011
Master of Science (MS), Computer Science
Johnson C. Smith University - JCSU 2003 — 2007
Bachelor of Science (BS), Management Information Systems, General
Susan Warble's SVB Financial Group Experience 2000 - 2005
Job Benefits Analyst at ProUnlimited (contractor at Rambus)
Industry Semiconductors
Experience
ProUnlimited (contract employee at Rambus Benefits AdministratorProUnlimited
SVB Financial Group 2000 - 2005
SVB Financial (Formerly Silicon Valley Bank) 2000 - 2005
California Casualty Management Company 1996 - 2000
Skills
Talent Management, Deferred Compensation, Organizational..., Employee Benefits, System Administration
Education
Northwestern University
BS, Education
ProUnlimited (contract employee at Rambus Benefits AdministratorProUnlimited
SVB Financial Group 2000 - 2005
SVB Financial (Formerly Silicon Valley Bank) 2000 - 2005
California Casualty Management Company 1996 - 2000
Skills
Talent Management, Deferred Compensation, Organizational..., Employee Benefits, System Administration
Education
Northwestern University
BS, Education
Ricky Khamphoumy's SVB Financial Group Experience 2004 - 2010
Job Relationship Manager at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank October 2004 - Present
SVB Financial Group 2004 - 2010
Silicon Valley Financial Group 2004 - 2010
Education
San Jose State University 1997 — 2003
BS, Management Information Systems
Silicon Valley Bank October 2004 - Present
SVB Financial Group 2004 - 2010
Silicon Valley Financial Group 2004 - 2010
Education
San Jose State University 1997 — 2003
BS, Management Information Systems
Michelle Churchill's SVB Financial Group Experience June 1995 - July 2012
Job Finance
Industry Banking
Experience
SVB Financial Group June 1995 - July 2012
Silicon Valley Financial Group 1995 - July 2012
Education
San Jose State University
Bachelor of Science (BS), Finance
SVB Financial Group June 1995 - July 2012
Silicon Valley Financial Group 1995 - July 2012
Education
San Jose State University
Bachelor of Science (BS), Finance
Carol Rose-Guerin's SVB Financial Group Experience May 2012 - February 2013
Job Senior Stock Administrator at Arista Networks, Inc.
Industry Semiconductors
Experience
Arista Networks, Inc. April 2013 - Present
SVB Financial Group May 2012 - February 2013
Cisco Systems October 2011 - May 2012
Palm, Inc. September 2009 - October 2011
LTX-Credence February 2005 - February 2009
ProMatch (Volunteer) 2009 - 2009
Flextronics International January 2003 - February 2005
Conxion Corporation January 2000 - January 2003
Solectron Corporation January 1999 - January 2000
Sharedata (now Etrade Financial) January 1996 - January 1999
Skills
Mergers, Vendor Management, Management, SEC filings, Equities, Program Management, Human Resources, Training, IPO, Finance, Internal Controls, Outsourcing, Corporate Finance, System Administration, Cross-functional Team..., Process Improvement, Product Management, Mergers & Acquisitions, Stocks, Start-ups, Options
Education
Santa Clara University - Leavey School of Business 1995 — 1996
CEP, Certified Equity Professional
Arista Networks, Inc. April 2013 - Present
SVB Financial Group May 2012 - February 2013
Cisco Systems October 2011 - May 2012
Palm, Inc. September 2009 - October 2011
LTX-Credence February 2005 - February 2009
ProMatch (Volunteer) 2009 - 2009
Flextronics International January 2003 - February 2005
Conxion Corporation January 2000 - January 2003
Solectron Corporation January 1999 - January 2000
Sharedata (now Etrade Financial) January 1996 - January 1999
Skills
Mergers, Vendor Management, Management, SEC filings, Equities, Program Management, Human Resources, Training, IPO, Finance, Internal Controls, Outsourcing, Corporate Finance, System Administration, Cross-functional Team..., Process Improvement, Product Management, Mergers & Acquisitions, Stocks, Start-ups, Options
Education
Santa Clara University - Leavey School of Business 1995 — 1996
CEP, Certified Equity Professional
Bhakti Soneji's SVB Financial Group Experience June 2004 - December 2014
Job Principal at Bhakti Soneji Tax Services
Industry Financial Services
Experience
UENO. May 2015 - Present
Bhakti Soneji Tax Services January 2015 - Present
SVB Financial Group June 2004 - December 2014
United Parcel Service, Inc. December 1997 - December 2003
Skills
Tax Accounting, Tax, US GAAP, Auditing, Tax Research, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Accounting, CPA, FIN 48, Transfer Pricing, PeopleSoft, Mergers & Acquisitions, General Ledger, Sarbanes-Oxley, Financial Planners, Tax Advisory, Corporate Tax, Due Diligence, GAAP, Tax Compliance, International Tax, Financial Analysis, Finance, Corporate Finance
Education
California Board of Accountancy
Certified Public Accountant (CPA), CPA
The Institute of Chartered Accountants of India
Chartered Accountant (CA), CA
University of Mumbai
B. Com, Accounting, Tax
UENO. May 2015 - Present
Bhakti Soneji Tax Services January 2015 - Present
SVB Financial Group June 2004 - December 2014
United Parcel Service, Inc. December 1997 - December 2003
Skills
Tax Accounting, Tax, US GAAP, Auditing, Tax Research, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Accounting, CPA, FIN 48, Transfer Pricing, PeopleSoft, Mergers & Acquisitions, General Ledger, Sarbanes-Oxley, Financial Planners, Tax Advisory, Corporate Tax, Due Diligence, GAAP, Tax Compliance, International Tax, Financial Analysis, Finance, Corporate Finance
Education
California Board of Accountancy
Certified Public Accountant (CPA), CPA
The Institute of Chartered Accountants of India
Chartered Accountant (CA), CA
University of Mumbai
B. Com, Accounting, Tax
Kamran Husain's SVB Financial Group Experience September 2008 - Present
Job CAO at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group September 2008 - Present
Silicon Valley Bank 2008 - Present
Greater Bay Bancorp 1999 - 2007
PricewaterhouseCoopers August 1993 - April 1999
Kidder Peabody 1989 - 1991
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA, General
Ohio Wesleyan University 1985 — 1989
BA, Economics / Management
SVB Financial Group September 2008 - Present
Silicon Valley Bank 2008 - Present
Greater Bay Bancorp 1999 - 2007
PricewaterhouseCoopers August 1993 - April 1999
Kidder Peabody 1989 - 1991
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA, General
Ohio Wesleyan University 1985 — 1989
BA, Economics / Management
Julie Hannan's SVB Financial Group Experience March 2006 - Present
Job Relationship Advisor at Silicon Valley Bank
Industry Banking
Experience
SVB Financial Group March 2006 - Present
Silicon Valley Bank May 2001 - March 2006
Bank of America 1997 - 2001
Fitness 101 August 1992 - September 1997
Skills
Banking, Business Development, Commercial Banking, Portfolio Management, Venture Capital, Private Equity, Corporate Finance, Start-ups, Financial Analysis, Due Diligence, Relationship Management, Risk Management, Finance, Investment Banking
Education
San Jose State University 1994 — 2000
BS, Kinesiology
SVB Financial Group March 2006 - Present
Silicon Valley Bank May 2001 - March 2006
Bank of America 1997 - 2001
Fitness 101 August 1992 - September 1997
Skills
Banking, Business Development, Commercial Banking, Portfolio Management, Venture Capital, Private Equity, Corporate Finance, Start-ups, Financial Analysis, Due Diligence, Relationship Management, Risk Management, Finance, Investment Banking
Education
San Jose State University 1994 — 2000
BS, Kinesiology
Patrick Haggerty's SVB Financial Group Experience August 2010 - Present
Job Vice President at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group August 2010 - Present
JDRF December 2009 - Present
Wells Fargo Financial July 2009 - August 2010
SCU Men's Rugby 2007 - 2009
Webcor Builders June 2008 - September 2008
Lifeworks International June 2007 - August 2007
Santa Clara University June 2005 - March 2007
Prime Retail Inc. June 2006 - September 2006
US Fitness Pros June 2006 - September 2006
Skills
Venture Capital, Private Equity, Start-ups, Entrepreneurship, Commercial Banking, Market Research, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Business Development, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelors, Finance and Political Science
Bellarmine College Preparatory 2001 — 2005
SVB Financial Group August 2010 - Present
JDRF December 2009 - Present
Wells Fargo Financial July 2009 - August 2010
SCU Men's Rugby 2007 - 2009
Webcor Builders June 2008 - September 2008
Lifeworks International June 2007 - August 2007
Santa Clara University June 2005 - March 2007
Prime Retail Inc. June 2006 - September 2006
US Fitness Pros June 2006 - September 2006
Skills
Venture Capital, Private Equity, Start-ups, Entrepreneurship, Commercial Banking, Market Research, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Business Development, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelors, Finance and Political Science
Bellarmine College Preparatory 2001 — 2005
Inez Arriola Seifert's SVB Financial Group Experience October 2013 - Present
Job Administrative Assistant III at SVB Financial Group
Industry Consumer Goods
Experience
SVB Financial Group October 2013 - Present
Logitech August 2006 - March 2013
New Wave Research September 2005 - May 2006
MMC Technology August 2004 - September 2005
Amersham Biosciences April 2002 - April 2003
Aviron Biosciences (now known as MedImmune) June 1999 - February 2002
MMC Technology January 1998 - May 1999
Syva Company (Behring) 1988 - 1997
Campbell Soup Company 1981 - 1985
Skills
Lotus Notes, Administrative..., Windows and Mac O/S, Travel Management, Limo Coordination, Events Coordination, Prioritize Workload, Multi Tasking, Tactfulness, Board of Directors, Logistics Management, Shorthand, Letter and Presentation..., Mergers & Acquisitions, File Systems, Account Reconciliation, Outlook, Google Docs, Oracle E-Business Suite, Expense Reports, Purchase Orders, MS Project, Visio, MS Office Suite, Confidentiality, Microsoft Office, Customer Satisfaction, Customer Service, Training, Office Management, Human Resources, Executive Support, Budgets, Interviews, Project Management, Onboarding, PowerPoint, Office Administration, Administration
Education
Heald College 1980 — 1980
Career Secretary, Administration
Sunset High
SVB Financial Group October 2013 - Present
Logitech August 2006 - March 2013
New Wave Research September 2005 - May 2006
MMC Technology August 2004 - September 2005
Amersham Biosciences April 2002 - April 2003
Aviron Biosciences (now known as MedImmune) June 1999 - February 2002
MMC Technology January 1998 - May 1999
Syva Company (Behring) 1988 - 1997
Campbell Soup Company 1981 - 1985
Skills
Lotus Notes, Administrative..., Windows and Mac O/S, Travel Management, Limo Coordination, Events Coordination, Prioritize Workload, Multi Tasking, Tactfulness, Board of Directors, Logistics Management, Shorthand, Letter and Presentation..., Mergers & Acquisitions, File Systems, Account Reconciliation, Outlook, Google Docs, Oracle E-Business Suite, Expense Reports, Purchase Orders, MS Project, Visio, MS Office Suite, Confidentiality, Microsoft Office, Customer Satisfaction, Customer Service, Training, Office Management, Human Resources, Executive Support, Budgets, Interviews, Project Management, Onboarding, PowerPoint, Office Administration, Administration
Education
Heald College 1980 — 1980
Career Secretary, Administration
Sunset High
Lisa Bertolet, CEP's SVB Financial Group Experience January 1988 - May 2012
Job Technical Solutions at Solium
Industry Financial Services
Experience
Solium August 2014 - Present
Solium Capital May 2012 - July 2014
SVB Financial Group January 1988 - May 2012
Education
San Jose State University 1981 — 1983
Solium August 2014 - Present
Solium Capital May 2012 - July 2014
SVB Financial Group January 1988 - May 2012
Education
San Jose State University 1981 — 1983
Darshana Naik's SVB Financial Group Experience April 2014 - September 2014
Job Management Information Systems student at Leavey School of Business
Industry Information Technology and Services
Experience
Lam Research October 2014 - December 2014
eBay Inc July 2014 - September 2014
SVB Financial Group April 2014 - September 2014
Santa Clara University July 2013 - June 2014
Honeywell Technology Solutions Lab 2011 - 2012
GMR Group 2010 - June 2011
GMR Group 2007 - 2011
Education
Santa Clara University - Leavey School of Business 2013 — 2014
Management Information Systems, Management Information Systems, General
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's in Technology, Computer Science and Information Technology
Lam Research October 2014 - December 2014
eBay Inc July 2014 - September 2014
SVB Financial Group April 2014 - September 2014
Santa Clara University July 2013 - June 2014
Honeywell Technology Solutions Lab 2011 - 2012
GMR Group 2010 - June 2011
GMR Group 2007 - 2011
Education
Santa Clara University - Leavey School of Business 2013 — 2014
Management Information Systems, Management Information Systems, General
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's in Technology, Computer Science and Information Technology
Derek Steward's SVB Financial Group Experience August 2000 - July 2008
Job Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP June 2010 - Present
Whitehorse Finance, Inc. August 2008 - June 2010
SVB Financial Group August 2000 - July 2008
US Bank 1995 - 2000
The Commerce Bank of Washington January 1994 - December 1995
Skills
Banking
Education
Seattle University 1997 — 2000
MBA
University of Vermont 1988 — 1992
Small Business Management & Entrepreneurship
Deloitte & Touche LLP June 2010 - Present
Whitehorse Finance, Inc. August 2008 - June 2010
SVB Financial Group August 2000 - July 2008
US Bank 1995 - 2000
The Commerce Bank of Washington January 1994 - December 1995
Skills
Banking
Education
Seattle University 1997 — 2000
MBA
University of Vermont 1988 — 1992
Small Business Management & Entrepreneurship
Niraghatam Pavan Kumar's SVB Financial Group Experience September 2013 - 2014
Job Sr Solutions Architect at General Motors
Industry Information Technology and Services
Experience
General Motors August 2015 - Present
General Motors August 2015 - Present
Tata Consultancy Services March 2015 - July 2015
SVB Financial Group September 2013 - 2014
Cognizant Technology Solutions June 2006 - July 2013
American Express 2006 - 2013
American Express 2006 - 2013
Processware Systems (P) Ltd., November 2004 - June 2006
Skills
Spring, Struts, Core Java, Weblogic, Oracle, PL/SQL, WebServices, JMS, Hibernate, LDAP, WebSphere Application..., IBM HTTP Server, XML, Unix, Spring Framework, EJB, Java Enterprise Edition, Web Services, JSP, RESTful WebServices, RESTful architecture, Enterprise Architecture, Novell, SOAP
Education
Kakatiya University 2001 — 2003
Master of Science (M.Sc.), Computer Science
General Motors August 2015 - Present
General Motors August 2015 - Present
Tata Consultancy Services March 2015 - July 2015
SVB Financial Group September 2013 - 2014
Cognizant Technology Solutions June 2006 - July 2013
American Express 2006 - 2013
American Express 2006 - 2013
Processware Systems (P) Ltd., November 2004 - June 2006
Skills
Spring, Struts, Core Java, Weblogic, Oracle, PL/SQL, WebServices, JMS, Hibernate, LDAP, WebSphere Application..., IBM HTTP Server, XML, Unix, Spring Framework, EJB, Java Enterprise Edition, Web Services, JSP, RESTful WebServices, RESTful architecture, Enterprise Architecture, Novell, SOAP
Education
Kakatiya University 2001 — 2003
Master of Science (M.Sc.), Computer Science
Peter Haman's SVB Financial Group Experience July 2008 - September 2014
Job Relationship Manager at Bridge Bank
Industry Banking
Experience
Bridge Bank October 2014 - Present
SVB Financial Group July 2008 - September 2014
Skills
Financial Modeling, Financial Analysis
Education
Saint Mary's College of California 2004 — 2008
PoliSci, Business, Economics
Bridge Bank October 2014 - Present
SVB Financial Group July 2008 - September 2014
Skills
Financial Modeling, Financial Analysis
Education
Saint Mary's College of California 2004 — 2008
PoliSci, Business, Economics
Joshua Wagner's SVB Financial Group Experience January 2014 - Present
Job Associate at SVB Financial Group
Industry Banking
Experience
SVB Financial Group January 2014 - Present
Spyder Active Sports March 2013 - December 2013
Spyder Active Sports August 2011 - March 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, JD Edwards, Gmail, Cognos, AMX, Customer Service, Inventory Management, Forecasting
Education
Regis University 2006 — 2010
Bachelor's degree, International Business/Spanish
Universitat de València 2009 — 2009
Spansih
SVB Financial Group January 2014 - Present
Spyder Active Sports March 2013 - December 2013
Spyder Active Sports August 2011 - March 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, JD Edwards, Gmail, Cognos, AMX, Customer Service, Inventory Management, Forecasting
Education
Regis University 2006 — 2010
Bachelor's degree, International Business/Spanish
Universitat de València 2009 — 2009
Spansih
Chris Ennis's SVB Financial Group Experience Relationship ManagerSilicon Valley Bank2004 - Present
Job Relationship Manager at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group Relationship ManagerSilicon Valley Bank2004 - Present
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2010
MBA, Finance
Penn State University 1986 — 1991
BA
SVB Financial Group Relationship ManagerSilicon Valley Bank2004 - Present
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2010
MBA, Finance
Penn State University 1986 — 1991
BA
Andy Ly's SVB Financial Group Experience February 2011 - June 2014
Job Vice President, Business Strategy Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2014 - Present
SVB Financial Group February 2011 - June 2014
Union Bank November 2008 - February 2011
Bridge Bank August 2007 - November 2008
LownHome Financial LLC 2007 - 2007
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Credit, Valuation, Banking, Financial Modeling, Sarbanes-Oxley Act, Forecasting, Internal Controls, Business Objects, Data Analysis, Credit Risk, Risk Management, Corporate Finance, Commercial Banking, Finance, Financial Services, Loans, Financial Risk, Analysis, Business Analysis, Process Improvement, Business Strategy, Retail Banking, Mortgage Lending
Education
San Jose State University
BS, Finance
Bank of the West July 2014 - Present
SVB Financial Group February 2011 - June 2014
Union Bank November 2008 - February 2011
Bridge Bank August 2007 - November 2008
LownHome Financial LLC 2007 - 2007
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Credit, Valuation, Banking, Financial Modeling, Sarbanes-Oxley Act, Forecasting, Internal Controls, Business Objects, Data Analysis, Credit Risk, Risk Management, Corporate Finance, Commercial Banking, Finance, Financial Services, Loans, Financial Risk, Analysis, Business Analysis, Process Improvement, Business Strategy, Retail Banking, Mortgage Lending
Education
San Jose State University
BS, Finance
Donna Quon, CPA's SVB Financial Group Experience January 2014 - July 2015
Job SOX Analyst at Revance Therapeutics
Industry Accounting
Experience
SVB Financial Group January 2014 - July 2015
World Financial Group (WFG) April 2012 - December 2013
KPMG November 2010 - March 2012
Citi April 2007 - July 2008
Wells Fargo March 2006 - April 2007
Skills
Financial Reporting, Accounting, Compliance, Audit, Auditing, GAAP, Internal Controls, SEC reporting, College Recruiting, Student Recruitment, SEC filings, Accounts Payable, Finance
Education
San Jose State University 2008 — 2010
B.S. in Business Administration, Accounting
SVB Financial Group January 2014 - July 2015
World Financial Group (WFG) April 2012 - December 2013
KPMG November 2010 - March 2012
Citi April 2007 - July 2008
Wells Fargo March 2006 - April 2007
Skills
Financial Reporting, Accounting, Compliance, Audit, Auditing, GAAP, Internal Controls, SEC reporting, College Recruiting, Student Recruitment, SEC filings, Accounts Payable, Finance
Education
San Jose State University 2008 — 2010
B.S. in Business Administration, Accounting
Lynsey Arioto's SVB Financial Group Experience July 2010 - February 2012
Job Fraud Operations Officer at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank February 2012 - Present
SVB Financial Group July 2010 - February 2012
Silicon Valley Bank October 2008 - July 2010
AppleOne Employment Services February 2007 - August 2008
Skills
Interviews, Recruiting, Written Communication, Client Services, Presentation Skills, Banking, Candidate Assessment, Financial Analysis, Risk Management, Financial Services, Commercial Banking, Portfolio Management, Process Improvement, Finance, Relationship Management, Background Checks
Education
San Jose State University
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Humboldt State University
Associate of Arts (A.A.), General Studies
Silicon Valley Bank February 2012 - Present
SVB Financial Group July 2010 - February 2012
Silicon Valley Bank October 2008 - July 2010
AppleOne Employment Services February 2007 - August 2008
Skills
Interviews, Recruiting, Written Communication, Client Services, Presentation Skills, Banking, Candidate Assessment, Financial Analysis, Risk Management, Financial Services, Commercial Banking, Portfolio Management, Process Improvement, Finance, Relationship Management, Background Checks
Education
San Jose State University
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Humboldt State University
Associate of Arts (A.A.), General Studies
Stuart Qualls's SVB Financial Group Experience June 2015 - Present
Job SVB Financial Group
Industry Accounting
Experience
SVB Financial Group June 2015 - Present
State Farm March 2014 - Present
State Farm January 2013 - March 2014
US Bank October 2011 - January 2013
US Bank November 2009 - October 2011
Starbucks October 2008 - November 2009
Skills
Innovative Problem..., Customer Relations, Listening Skills, Budgeting, Cash Handling, Loans, Mortgage, Home Equity Lines of..., Innovative Thinking, Leadership Development, Debt Consolidation, Real Estate Financing, Banking Relationships, Credit Cards, Residential Mortgages, Deposits, Consumer Lending, Mortgage Banking, Finance, Loan Origination, Cross Selling, Banking, Retail Banking, Mortgage Lending, Customer Service, Sales, Leadership, Microsoft Office, Microsoft Word
Education
Arizona State University 2012 — 2015
Bachelor of Science (BS), Finance
Mesa Community College 2008 — 2011
Associate of Science (AS), Business Administration and Management, General
SVB Financial Group June 2015 - Present
State Farm March 2014 - Present
State Farm January 2013 - March 2014
US Bank October 2011 - January 2013
US Bank November 2009 - October 2011
Starbucks October 2008 - November 2009
Skills
Innovative Problem..., Customer Relations, Listening Skills, Budgeting, Cash Handling, Loans, Mortgage, Home Equity Lines of..., Innovative Thinking, Leadership Development, Debt Consolidation, Real Estate Financing, Banking Relationships, Credit Cards, Residential Mortgages, Deposits, Consumer Lending, Mortgage Banking, Finance, Loan Origination, Cross Selling, Banking, Retail Banking, Mortgage Lending, Customer Service, Sales, Leadership, Microsoft Office, Microsoft Word
Education
Arizona State University 2012 — 2015
Bachelor of Science (BS), Finance
Mesa Community College 2008 — 2011
Associate of Science (AS), Business Administration and Management, General
Amy Cheong, CPA's SVB Financial Group Experience June 2010 - Present
Job Sr. Accounting Manager at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group June 2010 - Present
Barclays Global Investors April 2005 - May 2010
Charles Schwab April 2003 - April 2005
Education
San Francisco State University
Bachelor of Science (BS), Accounting
SVB Financial Group June 2010 - Present
Barclays Global Investors April 2005 - May 2010
Charles Schwab April 2003 - April 2005
Education
San Francisco State University
Bachelor of Science (BS), Accounting
Ryan Hess's SVB Financial Group Experience April 2011 - March 2013
Job Senior Associate Specialty Finance Division at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank March 2013 - Present
SVB Financial Group April 2011 - March 2013
Fidelity Investments May 2010 - April 2011
Skills
Financial Analysis, Corporate Finance, Portfolio Management, Equities, Bloomberg, Private Equity, Banking, Securities
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Silicon Valley Bank March 2013 - Present
SVB Financial Group April 2011 - March 2013
Fidelity Investments May 2010 - April 2011
Skills
Financial Analysis, Corporate Finance, Portfolio Management, Equities, Bloomberg, Private Equity, Banking, Securities
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Samuel Vigna's SVB Financial Group Experience June 2000 - Present
Job System Administrator at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group June 2000 - Present
Nellcor August 1990 - September 1999
Skills
AS400 system, Data Center, Software Project..., IT Strategy
Education
San Jose State University 1980 — 1982
General Studies
SVB Financial Group June 2000 - Present
Nellcor August 1990 - September 1999
Skills
AS400 system, Data Center, Software Project..., IT Strategy
Education
San Jose State University 1980 — 1982
General Studies
Shawn Parry's SVB Financial Group Experience July 2010 - Present
Job VP at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group July 2010 - Present
Bridge Bank April 2005 - June 2010
Skills
Commercial Banking, Commercial Real Estate, Portfolio Management, Credit, Relationship Management, Commercial Lending, Banking
Education
Northeastern Illinois University
Business/Commerce, General
San Francisco State University
Bachelor's degree, Financial Services and Corporate Finance
SVB Financial Group July 2010 - Present
Bridge Bank April 2005 - June 2010
Skills
Commercial Banking, Commercial Real Estate, Portfolio Management, Credit, Relationship Management, Commercial Lending, Banking
Education
Northeastern Illinois University
Business/Commerce, General
San Francisco State University
Bachelor's degree, Financial Services and Corporate Finance
Hanjun Jiang's SVB Financial Group Experience July 2014 - August 2014
Job New York University Student
Industry
Experience
ChowNow September 2014 - November 2014
SVB Financial Group July 2014 - August 2014
China International Capital Corporation Limited (CICC) January 2014 - February 2014
Education
New York University 2013 — 2017
Mathematics & Economics
ChowNow September 2014 - November 2014
SVB Financial Group July 2014 - August 2014
China International Capital Corporation Limited (CICC) January 2014 - February 2014
Education
New York University 2013 — 2017
Mathematics & Economics
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank