Symphony Technology Group
Description
Symphony Technology Group is an American private equity firm based in Palo Alto, California. Its managing partner is Romesh Wadhwani, who founded the firm in 2002. Headquarters: Palo Alto, CA Founded: 2002 Subsidiaries: Harman Connected Services, First Advantage Corporation, Connexity Type of business: Privately held company
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Symphony Technology Group Employees
Employee
Years
Job
Industry
Paul Gu Paul Gu's Symphony Technology Group Experience July 2011 - August 2013
Job Principal at AMD Ventures
Industry Venture Capital & Private Equity
Experience
AMD Ventures September 2014 - Present
Tango Me January 2015 - Present
Rumble January 2015 - Present
Mixamo January 2015 - Present
InContext Solutions December 2014 - Present
Matterport: 3D for the Real World February 2015 - Present
Hightail August 2013 - September 2014
Symphony Technology Group July 2011 - August 2013
J.P. Morgan June 2008 - July 2011
Bakerstreet Capital Management August 2007 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Software, Services, Technology, Strategy, IPO, DCF, Business Strategy, International Expansion, Business Development, Corporate Development, Finance, Emerging Markets, M&A experience, Investments, Mergers & Acquisitions, LBO, Bloomberg, Venture Capital
Education
Dartmouth College 2004 — 2008
B.A., Economics, Biophysical Chemistry
Lewis and Clark High School 2000 — 2004
High School Diploma
AMD Ventures September 2014 - Present
Tango Me January 2015 - Present
Rumble January 2015 - Present
Mixamo January 2015 - Present
InContext Solutions December 2014 - Present
Matterport: 3D for the Real World February 2015 - Present
Hightail August 2013 - September 2014
Symphony Technology Group July 2011 - August 2013
J.P. Morgan June 2008 - July 2011
Bakerstreet Capital Management August 2007 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Software, Services, Technology, Strategy, IPO, DCF, Business Strategy, International Expansion, Business Development, Corporate Development, Finance, Emerging Markets, M&A experience, Investments, Mergers & Acquisitions, LBO, Bloomberg, Venture Capital
Education
Dartmouth College 2004 — 2008
B.A., Economics, Biophysical Chemistry
Lewis and Clark High School 2000 — 2004
High School Diploma
John Wang John Wang's Symphony Technology Group Experience August 2013 - Present
Job Senior Associate at Symphony Technology Group
Industry Venture Capital & Private Equity
Experience
Symphony Technology Group August 2013 - Present
J.P. Morgan April 2011 - August 2013
Oppenheimer & Co. July 2010 - February 2011
Education
Brown University
A.B., Economics
St. Andrew's School
Magna cum laude
Symphony Technology Group August 2013 - Present
J.P. Morgan April 2011 - August 2013
Oppenheimer & Co. July 2010 - February 2011
Education
Brown University
A.B., Economics
St. Andrew's School
Magna cum laude
Adam Hendricks Adam Hendricks's Symphony Technology Group Experience July 2014 - Present
Job Vice President at Symphony Technology Group
Industry Venture Capital & Private Equity
Experience
Symphony Technology Group July 2014 - Present
Symphony Technology Group March 2012 - June 2014
Citi June 2010 - March 2012
Skills
Financial Modeling, Microsoft Excel, Due Diligence, M&A Modeling, Investment Banking, Mergers & Acquisitions, Portfolio Management, Equities, Corporate Finance, Valuation, Acquisitions, Competitive Analysis, Private Equity
Education
UCLA Anderson School of Management 2009 — 2010
Master of Business Administration (MBA)
Drake University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Symphony Technology Group July 2014 - Present
Symphony Technology Group March 2012 - June 2014
Citi June 2010 - March 2012
Skills
Financial Modeling, Microsoft Excel, Due Diligence, M&A Modeling, Investment Banking, Mergers & Acquisitions, Portfolio Management, Equities, Corporate Finance, Valuation, Acquisitions, Competitive Analysis, Private Equity
Education
UCLA Anderson School of Management 2009 — 2010
Master of Business Administration (MBA)
Drake University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Alex Schendel Alex Schendel's Symphony Technology Group Experience July 2014 - April 2015
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore May 2015 - Present
Symphony Technology Group July 2014 - April 2015
Evercore April 2012 - June 2014
Citi July 2011 - April 2012
Citi May 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Portuguese, Corporate Finance, Investment Management, Due Diligence, Financial Advisory, Finance, Venture Capital, Wealth Management, Portfolio Management, Investments, Asset Management
Education
University of Miami 2007 — 2011
BBA, Finance
Hopkinton High School 2003 — 2007
Evercore May 2015 - Present
Symphony Technology Group July 2014 - April 2015
Evercore April 2012 - June 2014
Citi July 2011 - April 2012
Citi May 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Portuguese, Corporate Finance, Investment Management, Due Diligence, Financial Advisory, Finance, Venture Capital, Wealth Management, Portfolio Management, Investments, Asset Management
Education
University of Miami 2007 — 2011
BBA, Finance
Hopkinton High School 2003 — 2007
Dan Rosler Dan Rosler's Symphony Technology Group Experience September 2012 - February 2013
Job VP, Professional Services at Rocket Fuel, Inc.
Industry Internet
Experience
Rocket Fuel Inc. March 2013 - Present
Symphony Technology Group September 2012 - February 2013
Yahoo! July 2010 - July 2012
Adchemy May 2008 - July 2010
PayPal (an eBay Company) October 2006 - May 2008
PayPal July 2005 - October 2006
PayPal May 2004 - July 2005
Skills
Online Advertising, Display Advertising, Email Marketing, Direct Marketing, Program Management, Management, Product Management, SaaS, Analytics, Product Marketing, E-commerce, Go-to-market Strategy, Web Analytics, Customer Acquisition, SEM, Start-ups, Enterprise Software, User Experience, Mobile Devices, Strategic Partnerships, Digital Marketing, Online Marketing, Strategy, Integrated Marketing, Leadership, SEO, Business Strategy, Advertising, Cross-functional Team..., Lead Generation, Project Management, Competitive Analysis, CRM, Mobile Marketing, Marketing, PPC, Digital Strategy, Mobile Advertising, Salesforce.com, Monetization, Digital Media
Education
University of California, Berkeley
BA, Music History & Composition
University of California, Berkeley - Walter A. Haas School of Business
MBA, Management of Technology
Rocket Fuel Inc. March 2013 - Present
Symphony Technology Group September 2012 - February 2013
Yahoo! July 2010 - July 2012
Adchemy May 2008 - July 2010
PayPal (an eBay Company) October 2006 - May 2008
PayPal July 2005 - October 2006
PayPal May 2004 - July 2005
Skills
Online Advertising, Display Advertising, Email Marketing, Direct Marketing, Program Management, Management, Product Management, SaaS, Analytics, Product Marketing, E-commerce, Go-to-market Strategy, Web Analytics, Customer Acquisition, SEM, Start-ups, Enterprise Software, User Experience, Mobile Devices, Strategic Partnerships, Digital Marketing, Online Marketing, Strategy, Integrated Marketing, Leadership, SEO, Business Strategy, Advertising, Cross-functional Team..., Lead Generation, Project Management, Competitive Analysis, CRM, Mobile Marketing, Marketing, PPC, Digital Strategy, Mobile Advertising, Salesforce.com, Monetization, Digital Media
Education
University of California, Berkeley
BA, Music History & Composition
University of California, Berkeley - Walter A. Haas School of Business
MBA, Management of Technology
Nanette DeSmet Nanette DeSmet's Symphony Technology Group Experience May 2008 - Present
Job Executive Assistant at Symphony Technology Group
Industry Venture Capital & Private Equity
Experience
Symphony Technology Group May 2008 - Present
SYMPHONY SERVICE CORP May 2004 - May 2008
INVACARE CORPORATION April 2002 - May 2004
LINCARE INC April 1999 - March 2002
Skills
Administrative Support, Outlook, Word, Microsoft Office, Scheduling, Event Planning, Calendars, PowerPoint, Excel, Confidentiality, Expenses, Adobe Acrobat, Typing, Office Administration, Office Management, Administrative..., Process Scheduler, Accounts Payable, Administrative...
Education
San Diego State University-California State University 1993 — 1996
Bachelor of Science (B.S.), Health Sciences
Symphony Technology Group May 2008 - Present
SYMPHONY SERVICE CORP May 2004 - May 2008
INVACARE CORPORATION April 2002 - May 2004
LINCARE INC April 1999 - March 2002
Skills
Administrative Support, Outlook, Word, Microsoft Office, Scheduling, Event Planning, Calendars, PowerPoint, Excel, Confidentiality, Expenses, Adobe Acrobat, Typing, Office Administration, Office Management, Administrative..., Process Scheduler, Accounts Payable, Administrative...
Education
San Diego State University-California State University 1993 — 1996
Bachelor of Science (B.S.), Health Sciences
Karan Singh Karan Singh's Symphony Technology Group Experience June 2003 - August 2003
Job Cofounder at Ginger.io
Industry Hospital & Health Care
Experience
Ginger.io November 2010 - Present
ZS Associates December 2008 - December 2010
Humedica June 2010 - September 2010
Signal Point Partners September 2009 - May 2010
ZS Associates June 2007 - December 2008
ZS Associates September 2005 - June 2007
Mercer Human Resource Consulting June 2004 - August 2004
Symphony Technology Group June 2003 - August 2003
Skills
Go-to-market Strategy, Market Research, Marketing Strategy, Knowledge Management, Healthcare Technology, Customer Development, Startups, Entrepreneurship, Business Development, Start-ups, CRM, Healthcare, Competitive Analysis, Medical Technology, Big Data, Strategy, Mobile Devices, Management Consulting, Analytics, Leadership, Venture Capital, Product Marketing, Market Analysis
Education
Harvard Medical School 2010 — 2012
SM
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA
University of California, Berkeley, Haas School of Business 2001 — 2005
B.A. and B.S.
Ginger.io November 2010 - Present
ZS Associates December 2008 - December 2010
Humedica June 2010 - September 2010
Signal Point Partners September 2009 - May 2010
ZS Associates June 2007 - December 2008
ZS Associates September 2005 - June 2007
Mercer Human Resource Consulting June 2004 - August 2004
Symphony Technology Group June 2003 - August 2003
Skills
Go-to-market Strategy, Market Research, Marketing Strategy, Knowledge Management, Healthcare Technology, Customer Development, Startups, Entrepreneurship, Business Development, Start-ups, CRM, Healthcare, Competitive Analysis, Medical Technology, Big Data, Strategy, Mobile Devices, Management Consulting, Analytics, Leadership, Venture Capital, Product Marketing, Market Analysis
Education
Harvard Medical School 2010 — 2012
SM
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA
University of California, Berkeley, Haas School of Business 2001 — 2005
B.A. and B.S.
Siddhant (Sid) Trivedi Siddhant (Sid) Trivedi's Symphony Technology Group Experience July 2015 - Present
Job Private Equity Associate at Symphony Technology Group
Industry Venture Capital & Private Equity
Experience
Symphony Technology Group July 2015 - Present
Cornell Venture Capital October 2010 - Present
Barclays Investment Bank June 2013 - July 2015
Mutual Investment Club of Cornell January 2011 - January 2013
Barclays Capital May 2012 - August 2012
Tula Technology Inc. (in association with Sequoia Capital) May 2011 - September 2011
Cornell Venture Capital October 2010 - September 2011
HSBC June 2011 - July 2011
UBS Investment Bank May 2011 - May 2011
Goldman Sachs July 2009 - July 2009
Skills
Stata, Microsoft Office, HTML/XML, Adobe Creative Suite, Bloomberg, Factset, Capitaline, Thomson One, IBISWorld, Capital IQ, Matlab, Venture Capital, Financial Analysis, Strategy, Valuation, Due Diligence, Mergers & Acquisitions, Economics
Education
Cornell University 2009 — 2013
B.A, Economics and Biology
United World College of South East Asia 1999 — 2009
International Baccalaureate Diploma (High School)
Symphony Technology Group July 2015 - Present
Cornell Venture Capital October 2010 - Present
Barclays Investment Bank June 2013 - July 2015
Mutual Investment Club of Cornell January 2011 - January 2013
Barclays Capital May 2012 - August 2012
Tula Technology Inc. (in association with Sequoia Capital) May 2011 - September 2011
Cornell Venture Capital October 2010 - September 2011
HSBC June 2011 - July 2011
UBS Investment Bank May 2011 - May 2011
Goldman Sachs July 2009 - July 2009
Skills
Stata, Microsoft Office, HTML/XML, Adobe Creative Suite, Bloomberg, Factset, Capitaline, Thomson One, IBISWorld, Capital IQ, Matlab, Venture Capital, Financial Analysis, Strategy, Valuation, Due Diligence, Mergers & Acquisitions, Economics
Education
Cornell University 2009 — 2013
B.A, Economics and Biology
United World College of South East Asia 1999 — 2009
International Baccalaureate Diploma (High School)
Doug Smith Doug Smith's Symphony Technology Group Experience 2006 - 2009
Job Executive Vice President and CoFounder at Anaplan Inc
Industry Internet
Experience
Anaplan Inc 2009 - Present
Anaplan Inc July 2009 - September 2012
Capco September 2007 - November 2009
Symphony Technology Group 2006 - 2009
Mercury Interactive September 2000 - November 2005
Hambrecht & Quist November 1996 - December 2000
PRIME/COMPUTERVISION, Inc. (’93 revenue: $1.3 Billion) 1989 - 1996
Skills
Start-ups, Enterprise Software, SaaS, Venture Capital, Mergers, Business Strategy, Cloud Computing, Management Consulting, Corporate Development, Financial Modeling, Analytics, Business Development, Product Management, Business Intelligence, Entrepreneurship, Strategic Planning, Strategy, Strategic Partnerships, Business Analysis, New Business Development, Finance, Go-to-market Strategy, Management, Mergers & Acquisitions
Education
Northeastern University 1974 — 1976
Master of Arts (MA), International Relations and Affairs
Union College 1969 — 1973
BA, Economics
Anaplan Inc 2009 - Present
Anaplan Inc July 2009 - September 2012
Capco September 2007 - November 2009
Symphony Technology Group 2006 - 2009
Mercury Interactive September 2000 - November 2005
Hambrecht & Quist November 1996 - December 2000
PRIME/COMPUTERVISION, Inc. (’93 revenue: $1.3 Billion) 1989 - 1996
Skills
Start-ups, Enterprise Software, SaaS, Venture Capital, Mergers, Business Strategy, Cloud Computing, Management Consulting, Corporate Development, Financial Modeling, Analytics, Business Development, Product Management, Business Intelligence, Entrepreneurship, Strategic Planning, Strategy, Strategic Partnerships, Business Analysis, New Business Development, Finance, Go-to-market Strategy, Management, Mergers & Acquisitions
Education
Northeastern University 1974 — 1976
Master of Arts (MA), International Relations and Affairs
Union College 1969 — 1973
BA, Economics
Sunit Mukherjee Sunit Mukherjee's Symphony Technology Group Experience January 2010 - Present
Job Principal at Symphony Technology Group
Industry Venture Capital & Private Equity
Experience
Symphony Technology Group January 2010 - Present
Ventiv Technology September 2014 - Present
Jobrapido April 2014 - Present
Sigma3 Integrated Reservoir Solutions January 2011 - Present
Shopzilla, Inc. June 2011 - Present
AlphaImpactRx March 2011 - July 2012
Symphony Health Solutions April 2011 - May 2012
Champlain Capital Management July 2008 - January 2010
IL&FS Private Equity July 2007 - August 2007
Citigroup Investment Banking (M&A) May 2007 - July 2007
Skills
Strategy, Mergers & Acquisitions, Due Diligence, Investments, Mergers, Strategic Planning, Analytics, Private Equity, Corporate Development, Management, Portfolio Management, Management Consulting, Business Strategy, Product Management, Start-ups, Business Transformation, Finance, Financial Modeling, Consulting
Education
Harvard Business School 2006 — 2008
MBA
Georgia Institute of Technology
MS
Indian Institute of Technology, Bombay
B. Tech
Delhi Public School - R. K. Puram
High School
Kendriya Vidyalaya
Symphony Technology Group January 2010 - Present
Ventiv Technology September 2014 - Present
Jobrapido April 2014 - Present
Sigma3 Integrated Reservoir Solutions January 2011 - Present
Shopzilla, Inc. June 2011 - Present
AlphaImpactRx March 2011 - July 2012
Symphony Health Solutions April 2011 - May 2012
Champlain Capital Management July 2008 - January 2010
IL&FS Private Equity July 2007 - August 2007
Citigroup Investment Banking (M&A) May 2007 - July 2007
Skills
Strategy, Mergers & Acquisitions, Due Diligence, Investments, Mergers, Strategic Planning, Analytics, Private Equity, Corporate Development, Management, Portfolio Management, Management Consulting, Business Strategy, Product Management, Start-ups, Business Transformation, Finance, Financial Modeling, Consulting
Education
Harvard Business School 2006 — 2008
MBA
Georgia Institute of Technology
MS
Indian Institute of Technology, Bombay
B. Tech
Delhi Public School - R. K. Puram
High School
Kendriya Vidyalaya
Grace Gu, CPA Grace Gu, CPA's Symphony Technology Group Experience May 2012 - September 2015
Job Fund Controller at Genstar Capital
Industry Venture Capital & Private Equity
Experience
Genstar Capital September 2015 - Present
Symphony Technology Group May 2012 - September 2015
Ernst & Young LLP September 2005 - January 2011
Gumbiner Savett inc. October 2004 - April 2005
Skills
Private Equity, Strategy, Investments, Portfolio Management, Hedge Funds
Education
University of California, Los Angeles 2003 — 2005
BA, Business Economics Major, Accounting Minor
Rice University 2000 — 2000
Intensive English Program
Nankai University
Genstar Capital September 2015 - Present
Symphony Technology Group May 2012 - September 2015
Ernst & Young LLP September 2005 - January 2011
Gumbiner Savett inc. October 2004 - April 2005
Skills
Private Equity, Strategy, Investments, Portfolio Management, Hedge Funds
Education
University of California, Los Angeles 2003 — 2005
BA, Business Economics Major, Accounting Minor
Rice University 2000 — 2000
Intensive English Program
Nankai University
Kari Mertz Kari Mertz's Symphony Technology Group Experience September 2011 - March 2013
Job
Industry Executive Office
Experience
LinkedIn May 2014 - June 2015
Greylock Partners October 2013 - May 2014
Habitat for Humanity Malaysia May 2013 - August 2013
Symphony Technology Group September 2011 - March 2013
Kirigin Cellars March 2012 - February 2013
Appirio August 2011 - September 2011
xpedx April 2011 - August 2011
Petersen, Flynn & Dinsmore November 2009 - March 2011
Serious Materials March 2009 - November 2009
LucasArts September 2008 - November 2008
Skills
Outlook, Microsoft Excel, PowerPoint, Recruiting, Management, Human Resources, Microsoft Office, Microsoft Word, Time Management, Training, Administrative..., Leadership, Program Management, Start-ups, Photoshop, Answering Phones, Strategic Planning, Social Networking, Market Research, Office Management, Fundraising, Social Media Marketing, Interviews, Teamwork, Facebook, Onboarding, Employee Relations, Salesforce.com, Mergers, Team Building, Public Relations, Process Improvement, Event Management, Administrative...
Education
University of California, Santa Cruz 2000 — 2004
Bachelor of the Arts, Global Economics
LinkedIn May 2014 - June 2015
Greylock Partners October 2013 - May 2014
Habitat for Humanity Malaysia May 2013 - August 2013
Symphony Technology Group September 2011 - March 2013
Kirigin Cellars March 2012 - February 2013
Appirio August 2011 - September 2011
xpedx April 2011 - August 2011
Petersen, Flynn & Dinsmore November 2009 - March 2011
Serious Materials March 2009 - November 2009
LucasArts September 2008 - November 2008
Skills
Outlook, Microsoft Excel, PowerPoint, Recruiting, Management, Human Resources, Microsoft Office, Microsoft Word, Time Management, Training, Administrative..., Leadership, Program Management, Start-ups, Photoshop, Answering Phones, Strategic Planning, Social Networking, Market Research, Office Management, Fundraising, Social Media Marketing, Interviews, Teamwork, Facebook, Onboarding, Employee Relations, Salesforce.com, Mergers, Team Building, Public Relations, Process Improvement, Event Management, Administrative...
Education
University of California, Santa Cruz 2000 — 2004
Bachelor of the Arts, Global Economics
Benedict Baerst's Symphony Technology Group Experience January 2013 - April 2013
Job Vice President at Middlemarch Partners
Industry Investment Banking
Experience
Middlemarch Partners October 2013 - Present
Symphony Technology Group January 2013 - April 2013
Susquehanna Growth Equity July 2010 - December 2012
Education
Princeton University 2006 — 2010
Milton Academy 2002 — 2006
Middlemarch Partners October 2013 - Present
Symphony Technology Group January 2013 - April 2013
Susquehanna Growth Equity July 2010 - December 2012
Education
Princeton University 2006 — 2010
Milton Academy 2002 — 2006
Jeff Russakow Jeff Russakow's Symphony Technology Group Experience March 2012 - November 2014
Job CEO at Gimbal
Industry Information Technology and Services
Experience
Gimbal July 2015 - Present
Findly March 2013 - December 2014
Symphony Technology Group March 2012 - November 2014
Yahoo! April 2009 - December 2011
Symantec May 2008 - April 2009
Symantec April 2007 - April 2008
Symantec April 2006 - April 2007
Adobe Systems April 2004 - February 2006
SAP America October 2001 - April 2004
McKinsey & Company February 1996 - October 2001
Skills
CEO, Leadership, Building New Business, Turnaround Experience, Tranformation, Mentorship, Internet/New Media, Enterprise, Mid-Market, Consumer, Software Industry, Hardware Industry, Global Organizations, Operational leadership, Strategy, Program Management, Product Management, Start-ups, CRM, Cross-functional Team..., SaaS, Enterprise Software, Product Marketing, Business Strategy, Change Management, Agile Methodologies, E-commerce, Strategic Planning, Analytics, Cloud Computing, Process Improvement, Strategic Partnerships, Go-to-market Strategy, Team Management, Entrepreneurship, Customer Experience, Digital Advertising, General Management, Mergers &..., Management, Operations Management, Online Advertising, Business Transformation, Mergers & Acquisitions, Customer Satisfaction, Team Building, Executive Management, Sales Process, Selling, Business Development
Education
Stanford University 1991 — 1995
PhD, Mechanical Engineering
Stanford University 1990 — 1991
MSE, Mechanical Engineering
Princeton University 1986 — 1990
BSE, Mechanical Engineering
Princeton University 1986 — 1990
Bachelor's accreditation, Woodrow Wilson School of Public and International Affairs
Gimbal July 2015 - Present
Findly March 2013 - December 2014
Symphony Technology Group March 2012 - November 2014
Yahoo! April 2009 - December 2011
Symantec May 2008 - April 2009
Symantec April 2007 - April 2008
Symantec April 2006 - April 2007
Adobe Systems April 2004 - February 2006
SAP America October 2001 - April 2004
McKinsey & Company February 1996 - October 2001
Skills
CEO, Leadership, Building New Business, Turnaround Experience, Tranformation, Mentorship, Internet/New Media, Enterprise, Mid-Market, Consumer, Software Industry, Hardware Industry, Global Organizations, Operational leadership, Strategy, Program Management, Product Management, Start-ups, CRM, Cross-functional Team..., SaaS, Enterprise Software, Product Marketing, Business Strategy, Change Management, Agile Methodologies, E-commerce, Strategic Planning, Analytics, Cloud Computing, Process Improvement, Strategic Partnerships, Go-to-market Strategy, Team Management, Entrepreneurship, Customer Experience, Digital Advertising, General Management, Mergers &..., Management, Operations Management, Online Advertising, Business Transformation, Mergers & Acquisitions, Customer Satisfaction, Team Building, Executive Management, Sales Process, Selling, Business Development
Education
Stanford University 1991 — 1995
PhD, Mechanical Engineering
Stanford University 1990 — 1991
MSE, Mechanical Engineering
Princeton University 1986 — 1990
BSE, Mechanical Engineering
Princeton University 1986 — 1990
Bachelor's accreditation, Woodrow Wilson School of Public and International Affairs
Jeff Van Zanten's Symphony Technology Group Experience 2003 - 2005
Job ______
Industry Information Technology and Services
Experience
Apttus 2013 - Present
Coverity 2008 - 2012
Symphony Service Corp. 2003 - 2008
Symphony Technology Group 2003 - 2005
Scient 1999 - 2002
Purple Moon Software 1997 - 1998
Advent Software 1989 - 1997
Barclays Global Investors 1984 - 1989
PricewaterhouseCoopers 1982 - 1984
Skills
Mergers, Start-ups, Strategic Planning, SaaS, Strategy, Management, Enterprise Software, Leadership, Executive Management, Salesforce.com, Strategic Partnerships, Cloud Computing
Education
University of Southern California
Bachelor of Science (BS), Accounting
Apttus 2013 - Present
Coverity 2008 - 2012
Symphony Service Corp. 2003 - 2008
Symphony Technology Group 2003 - 2005
Scient 1999 - 2002
Purple Moon Software 1997 - 1998
Advent Software 1989 - 1997
Barclays Global Investors 1984 - 1989
PricewaterhouseCoopers 1982 - 1984
Skills
Mergers, Start-ups, Strategic Planning, SaaS, Strategy, Management, Enterprise Software, Leadership, Executive Management, Salesforce.com, Strategic Partnerships, Cloud Computing
Education
University of Southern California
Bachelor of Science (BS), Accounting
Ravi Rathod Ravi Rathod's Symphony Technology Group Experience September 2011 - September 2013
Job Manager Corporate Development at Intuit
Industry Venture Capital & Private Equity
Experience
Intuit March 2014 - Present
Symphony Technology Group September 2011 - September 2013
Bank of America Merrill Lynch August 2010 - August 2011
Houlihan Lokey July 2009 - July 2010
Skills
Valuation, LBO, Private Equity, Financial Modeling, Business Development, Mergers & Acquisitions, Corporate Development, Investments, IPO, Acquisitions, Venture Capital
Education
University of California, Berkeley 2005 — 2009
B.A. Economics, Economics, Industrial Engineering and Operations Research
Intuit March 2014 - Present
Symphony Technology Group September 2011 - September 2013
Bank of America Merrill Lynch August 2010 - August 2011
Houlihan Lokey July 2009 - July 2010
Skills
Valuation, LBO, Private Equity, Financial Modeling, Business Development, Mergers & Acquisitions, Corporate Development, Investments, IPO, Acquisitions, Venture Capital
Education
University of California, Berkeley 2005 — 2009
B.A. Economics, Economics, Industrial Engineering and Operations Research
Rachit Joshi's Symphony Technology Group Experience July 2015 - Present
Job Associate at Symphony Technology Group
Industry Venture Capital & Private Equity
Experience
Symphony Technology Group July 2015 - Present
Barclays September 2013 - June 2015
Lazard Frères & Co. June 2012 - August 2013
University of Illinois at Urbana-Champaign August 2011 - December 2011
Lazard Frères & Co. May 2011 - September 2011
TTK Partners, LLC May 2010 - August 2010
Midstate Collection Solutions August 2009 - December 2009
Abbott Laboratories May 2009 - August 2009
Dash Management 2008 - 2009
Skills
Mergers, Excel, Valuation, Bloomberg, Financial Modeling, Restructuring, Corporate Finance, Mergers & Acquisitions, Internal Controls, Financial Analysis, Accounting, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Masters in Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
B.S., Finance & Accounting
Buffalo Grove High School
Symphony Technology Group July 2015 - Present
Barclays September 2013 - June 2015
Lazard Frères & Co. June 2012 - August 2013
University of Illinois at Urbana-Champaign August 2011 - December 2011
Lazard Frères & Co. May 2011 - September 2011
TTK Partners, LLC May 2010 - August 2010
Midstate Collection Solutions August 2009 - December 2009
Abbott Laboratories May 2009 - August 2009
Dash Management 2008 - 2009
Skills
Mergers, Excel, Valuation, Bloomberg, Financial Modeling, Restructuring, Corporate Finance, Mergers & Acquisitions, Internal Controls, Financial Analysis, Accounting, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Masters in Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
B.S., Finance & Accounting
Buffalo Grove High School
Julia Stein Randall Julia Stein Randall's Symphony Technology Group Experience August 2008 - June 2009
Job Technical & Business Communications Consultant at Vungle and VIMRO
Industry Writing and Editing
Experience
VIMRO March 2015 - Present
Vungle November 2014 - Present
if(we) July 2013 - November 2014
Enterprise Performance Consulting December 2012 - July 2013
A2O Mobile December 2012 - December 2012
Claritics November 2011 - November 2011
SnapLogic March 2010 - August 2011
Symphony Technology Group August 2008 - June 2009
Oracle July 2002 - June 2005
Informatica January 2000 - July 2002
Skills
BUSINESS WRITING (func...., TECHNICAL WRITING (user..., CONTENT EDITING..., Web Content, Online Help, Proof of Concept, RFP, Essays, Technical Writing, Business Writing, White Papers, Content Management, Agile Methodologies, Technical Communication, Manuals, Technical Documentation, Analytics, SaaS, Copy Editing, Editing, Databases, Business Intelligence, Software Development, CRM, Management, SQL, Start-ups
Education
University of California, Davis
Lowell High School
Coventry Elementary School
VIMRO March 2015 - Present
Vungle November 2014 - Present
if(we) July 2013 - November 2014
Enterprise Performance Consulting December 2012 - July 2013
A2O Mobile December 2012 - December 2012
Claritics November 2011 - November 2011
SnapLogic March 2010 - August 2011
Symphony Technology Group August 2008 - June 2009
Oracle July 2002 - June 2005
Informatica January 2000 - July 2002
Skills
BUSINESS WRITING (func...., TECHNICAL WRITING (user..., CONTENT EDITING..., Web Content, Online Help, Proof of Concept, RFP, Essays, Technical Writing, Business Writing, White Papers, Content Management, Agile Methodologies, Technical Communication, Manuals, Technical Documentation, Analytics, SaaS, Copy Editing, Editing, Databases, Business Intelligence, Software Development, CRM, Management, SQL, Start-ups
Education
University of California, Davis
Lowell High School
Coventry Elementary School
Curt Witte Curt Witte's Symphony Technology Group Experience 2013 - 2014
Job 快速增长 Tech Partner, Founder, CEO
Industry Internet
Experience
Bregal Investments 2014 - Present
Squad 2014 - Present
Symphony Technology Group 2013 - 2014
Findly 2009 - 2013
Firm58 2007 - 2009
Cardinal Health 2004 - 2007
Peoplefluent 1999 - 2003
AT&T 1991 - 1999
Skills
Start-ups, Mergers, Product Management, Venture Capital, Product Development, Sales Management, Business Strategy, Entrepreneurship, SaaS, Strategic Planning, Product Strategy, Entrepreneur, Marketing Strategy, Talent Acquisition, Human Capital Management, Mobile Applications, New Business Development, Product Marketing, Strategy Development, Executive Management, Program Management, Social Media, Strategic Partnerships, Analytics, Team Building, Business Analysis, Team Leadership, Cloud Computing, Cross-functional Team..., Business Planning, E-commerce, Talent Management, Agile, Mobile, Enterprise Software, P&L Management, Strategy, Mobile Devices, Agile Methodologies, Mergers & Acquisitions, Lead Generation, Leadership, B2B, Management, Process Improvement, Sales Process, Marketing, Business Development, CRM, Sales
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Strategy, Finance
University of Chicago
BA, Economics
Bregal Investments 2014 - Present
Squad 2014 - Present
Symphony Technology Group 2013 - 2014
Findly 2009 - 2013
Firm58 2007 - 2009
Cardinal Health 2004 - 2007
Peoplefluent 1999 - 2003
AT&T 1991 - 1999
Skills
Start-ups, Mergers, Product Management, Venture Capital, Product Development, Sales Management, Business Strategy, Entrepreneurship, SaaS, Strategic Planning, Product Strategy, Entrepreneur, Marketing Strategy, Talent Acquisition, Human Capital Management, Mobile Applications, New Business Development, Product Marketing, Strategy Development, Executive Management, Program Management, Social Media, Strategic Partnerships, Analytics, Team Building, Business Analysis, Team Leadership, Cloud Computing, Cross-functional Team..., Business Planning, E-commerce, Talent Management, Agile, Mobile, Enterprise Software, P&L Management, Strategy, Mobile Devices, Agile Methodologies, Mergers & Acquisitions, Lead Generation, Leadership, B2B, Management, Process Improvement, Sales Process, Marketing, Business Development, CRM, Sales
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Strategy, Finance
University of Chicago
BA, Economics
Mattias Derynck's Symphony Technology Group Experience November 2011 - December 2013
Job Global Business Strategy & Operations at Google
Industry Internet
Experience
Google January 2014 - Present
Symphony Technology Group November 2011 - December 2013
Thomas H. Lee Capital / Lee Equity Partners August 2009 - November 2011
L.E.K. Consulting July 2004 - June 2007
Cornerstone Research June 2002 - July 2004
Skills
Private Equity, Business Strategy, Software, Corporate Development, Venture Capital, Media
Education
Harvard Business School
Master of Business Administration (MBA)
Stanford University
Bachelor of Arts (B.A.), Economics, International Relations
Google January 2014 - Present
Symphony Technology Group November 2011 - December 2013
Thomas H. Lee Capital / Lee Equity Partners August 2009 - November 2011
L.E.K. Consulting July 2004 - June 2007
Cornerstone Research June 2002 - July 2004
Skills
Private Equity, Business Strategy, Software, Corporate Development, Venture Capital, Media
Education
Harvard Business School
Master of Business Administration (MBA)
Stanford University
Bachelor of Arts (B.A.), Economics, International Relations
Joshua Qin's Symphony Technology Group Experience July 2013 - June 2015
Job Associate at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners June 2015 - Present
Symphony Technology Group July 2013 - June 2015
Evercore Partners June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
ChronoWake June 2009 - September 2009
CalPERS May 2008 - August 2008
California Department of Food and Agriculture June 2007 - August 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity, Entrepreneurship, VBA, Bloomberg, Investment Banking, Financial Analysis, Due Diligence, Investments, Finance, LBO, DCF, Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics, Finance, Operations and Information Management
University of Pennsylvania 2007 — 2011
B.A., Biological Basis of Behavior
Centerview Partners June 2015 - Present
Symphony Technology Group July 2013 - June 2015
Evercore Partners June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
ChronoWake June 2009 - September 2009
CalPERS May 2008 - August 2008
California Department of Food and Agriculture June 2007 - August 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity, Entrepreneurship, VBA, Bloomberg, Investment Banking, Financial Analysis, Due Diligence, Investments, Finance, LBO, DCF, Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics, Finance, Operations and Information Management
University of Pennsylvania 2007 — 2011
B.A., Biological Basis of Behavior
Anastasia Spivak's Symphony Technology Group Experience April 2008 - June 2009
Job Senior Accountant at Early Growth Financial Services
Industry Financial Services
Experience
Early Growth Financial Services March 2014 - Present
Alloy Ventures July 2011 - May 2013
Moxsie, Inc. February 2010 - May 2011
Symphony Technology Group April 2008 - June 2009
Celerity Partners September 2005 - February 2008
Education
California State University - Channel Islands 2003 — 2005
Moorpark College 2001 — 2003
Associate's degree, Business Administration and Management, General
Early Growth Financial Services March 2014 - Present
Alloy Ventures July 2011 - May 2013
Moxsie, Inc. February 2010 - May 2011
Symphony Technology Group April 2008 - June 2009
Celerity Partners September 2005 - February 2008
Education
California State University - Channel Islands 2003 — 2005
Moorpark College 2001 — 2003
Associate's degree, Business Administration and Management, General
Sunil Raveendran's Symphony Technology Group Experience February 2004 - January 2007
Job Sr. Project Lead at Compunnel Software Group
Industry Information Technology and Services
Experience
Compunnel Software Group, Inc. February 2008 - Present
Compunnel Software Group February 2007 - Present
Symphony Technology Group February 2004 - January 2007
Skills
Healthcare, Agile Methodologies, Process Improvement, SDLC, Requirements Analysis, Software Project..., Program Management, SOA, Integration, Product Development, Resource Management, Vendor Management, Software Development, Business Analysis, Product Management, Business Intelligence, Project Delivery, Solution Architecture, SQL, Software Documentation, Visio, Agile Project Management, XML, SharePoint, Data Warehousing, Databases, IT Strategy, Enterprise Architecture, Microsoft SQL Server, Web Services, IT Management, SSRS, Project Management, Web Applications, Outsourcing, WCF, Team Management, Data Integration, IT Operations, Technical Leadership, Enterprise Software, Requirements Gathering, Oracle, Scrum, Data Modeling, Database Design, PMP, PMO, Business Process
Education
Minot State University 2012 — 2014
Master of Information Systems, Management Information Systems, General
Kerala University 1995 — 1998
Bachelors, Physics
Compunnel Software Group, Inc. February 2008 - Present
Compunnel Software Group February 2007 - Present
Symphony Technology Group February 2004 - January 2007
Skills
Healthcare, Agile Methodologies, Process Improvement, SDLC, Requirements Analysis, Software Project..., Program Management, SOA, Integration, Product Development, Resource Management, Vendor Management, Software Development, Business Analysis, Product Management, Business Intelligence, Project Delivery, Solution Architecture, SQL, Software Documentation, Visio, Agile Project Management, XML, SharePoint, Data Warehousing, Databases, IT Strategy, Enterprise Architecture, Microsoft SQL Server, Web Services, IT Management, SSRS, Project Management, Web Applications, Outsourcing, WCF, Team Management, Data Integration, IT Operations, Technical Leadership, Enterprise Software, Requirements Gathering, Oracle, Scrum, Data Modeling, Database Design, PMP, PMO, Business Process
Education
Minot State University 2012 — 2014
Master of Information Systems, Management Information Systems, General
Kerala University 1995 — 1998
Bachelors, Physics
Marc Bala's Symphony Technology Group Experience 2006 - Present
Job Managing Director at Symphony Technology Group
Industry Venture Capital & Private Equity
Experience
First Advantage December 2010 - Present
CoreOne Technologies December 2008 - Present
Findly September 2012 - Present
Consilio Global December 2010 - Present
Symphony Technology Group 2006 - Present
Capco 2002 - 2006
The Platinum Group 1999 - 2002
Farrell Grant Sparks 1997 - 1999
Skills
Buyouts, Recapitalizations, Carve-outs, Private Equity, Growth Capital, Divestitures, Strategic Partnerships, Business Development, Strategy, Investments, Leveraged Finance, Acquisitions, Analytics, Capital Markets, Corporate Development, Start-ups, Corporate Finance, Due Diligence, Management, Equities, Business Strategy
Education
University College Dublin 1996 — 1997
MBS, Business
Boston College 1992 — 1996
BS, Finance
First Advantage December 2010 - Present
CoreOne Technologies December 2008 - Present
Findly September 2012 - Present
Consilio Global December 2010 - Present
Symphony Technology Group 2006 - Present
Capco 2002 - 2006
The Platinum Group 1999 - 2002
Farrell Grant Sparks 1997 - 1999
Skills
Buyouts, Recapitalizations, Carve-outs, Private Equity, Growth Capital, Divestitures, Strategic Partnerships, Business Development, Strategy, Investments, Leveraged Finance, Acquisitions, Analytics, Capital Markets, Corporate Development, Start-ups, Corporate Finance, Due Diligence, Management, Equities, Business Strategy
Education
University College Dublin 1996 — 1997
MBS, Business
Boston College 1992 — 1996
BS, Finance
Jeanine Goebner's Symphony Technology Group Experience September 2002 - January 2004
Job Executive Assistant at GoPro
Industry Online Media
Experience
AppleOne Employment Services October 2013 - June 2014
GoPro September 2011 - September 2013
California People Search, Inc. January 2006 - July 2011
Powerlines Productions February 2004 - August 2008
Future US 2007 - 2008
Symphony Technology Group September 2002 - January 2004
Genstar Capital January 1999 - July 2002
Skills
ARC-Lifeguarding, CPR,..., Administrative..., Final Cut Pro, Illustrator, Invoicing, Lotus Notes, Management, Media Production, Microsoft Excel, Microsoft Word, Payroll, PowerPoint, Press Releases, Proofreading, Salesforce.com, Talent Acquisition, Test Coordination, Video, Video Editing, Video Production
Education
Santa Barbara City College 2013 — 2014
Associate of Arts (AA), Video Production
Foothill College 1995 — 1999
Associate of Arts (AA), Commercial Music Business
AppleOne Employment Services October 2013 - June 2014
GoPro September 2011 - September 2013
California People Search, Inc. January 2006 - July 2011
Powerlines Productions February 2004 - August 2008
Future US 2007 - 2008
Symphony Technology Group September 2002 - January 2004
Genstar Capital January 1999 - July 2002
Skills
ARC-Lifeguarding, CPR,..., Administrative..., Final Cut Pro, Illustrator, Invoicing, Lotus Notes, Management, Media Production, Microsoft Excel, Microsoft Word, Payroll, PowerPoint, Press Releases, Proofreading, Salesforce.com, Talent Acquisition, Test Coordination, Video, Video Editing, Video Production
Education
Santa Barbara City College 2013 — 2014
Associate of Arts (AA), Video Production
Foothill College 1995 — 1999
Associate of Arts (AA), Commercial Music Business
Shawn Tenney's Symphony Technology Group Experience September 2013 - Present
Job Information Technology and Systems Administration
Industry Information Technology and Services
Experience
Symphony Advanced Media March 2008 - Present
Symphony Technology Group September 2013 - Present
Factor TG March 2008 - January 2011
Skills
Analytics, Web Analytics, Segmentation, Cloud Computing, Management, Marketing Research, Customer Insight, Strategic Planning, Online Research, Data Analysis, SAS, SPSS, Business Development, Market Research, Microsoft Certified..., Architecture, Networking, Start-ups, Information Technology, Marketing, Project Management, Strategic Partnerships, Competitive Analysis, Strategy, Technical Support, Security, Servers, System Administration, Operating Systems, CRM, Active Directory..., Active Directory, DNS Administration, Microsoft DNS, Microsoft Technologies, VMware, Hardware, Microsoft Exchange, Network Administration, System Deployment, Linux, Windows Services, Windows Server, SSL Certificates
Education
Berkeley City College
Symphony Advanced Media March 2008 - Present
Symphony Technology Group September 2013 - Present
Factor TG March 2008 - January 2011
Skills
Analytics, Web Analytics, Segmentation, Cloud Computing, Management, Marketing Research, Customer Insight, Strategic Planning, Online Research, Data Analysis, SAS, SPSS, Business Development, Market Research, Microsoft Certified..., Architecture, Networking, Start-ups, Information Technology, Marketing, Project Management, Strategic Partnerships, Competitive Analysis, Strategy, Technical Support, Security, Servers, System Administration, Operating Systems, CRM, Active Directory..., Active Directory, DNS Administration, Microsoft DNS, Microsoft Technologies, VMware, Hardware, Microsoft Exchange, Network Administration, System Deployment, Linux, Windows Services, Windows Server, SSL Certificates
Education
Berkeley City College
Vanessa Nance's Symphony Technology Group Experience August 2011 - December 2011
Job Marriage and Family Therapist Trainee at Liberation Institute
Industry Financial Services
Experience
Symphony Technology Group August 2011 - December 2011
Somaxis June 2009 - August 2011
The Moore Law Group October 2007 - May 2009
Murabito, Hao & Barnes LLP February 2007 - September 2007
Education
Pacifica Graduate Institute
Master of Arts in Counseling Psychology
University of California, Berkeley
B.A., French, Political Science (GPA 3.84)
Symphony Technology Group August 2011 - December 2011
Somaxis June 2009 - August 2011
The Moore Law Group October 2007 - May 2009
Murabito, Hao & Barnes LLP February 2007 - September 2007
Education
Pacifica Graduate Institute
Master of Arts in Counseling Psychology
University of California, Berkeley
B.A., French, Political Science (GPA 3.84)
Barbara Reiter's Symphony Technology Group Experience January 2007 - March 2008
Job Chief Executive Admin to CEO at SGI
Industry Computer Hardware
Experience
SGI March 2010 - Present
Sterling Stamos March 2008 - May 2010
Symphony Technology Group January 2007 - March 2008
Garnett & Helfrich Capital April 2004 - January 2007
TPG Capital January 2001 - April 2004
Skills
Administrative..., Microsoft Office, Outlook, Microsoft Excel, Office Management, Management, Marketing, Salesforce.com, PowerPoint, Sales, Customer Service, Process Scheduler, Microsoft Word, Human Resources, Event Management, Leadership, Customer Satisfaction, Event Planning, Project Planning
Education
University of California, Davis
SGI March 2010 - Present
Sterling Stamos March 2008 - May 2010
Symphony Technology Group January 2007 - March 2008
Garnett & Helfrich Capital April 2004 - January 2007
TPG Capital January 2001 - April 2004
Skills
Administrative..., Microsoft Office, Outlook, Microsoft Excel, Office Management, Management, Marketing, Salesforce.com, PowerPoint, Sales, Customer Service, Process Scheduler, Microsoft Word, Human Resources, Event Management, Leadership, Customer Satisfaction, Event Planning, Project Planning
Education
University of California, Davis
R Andrew Eckert's Symphony Technology Group Experience October 2009 - December 2010
Job CEO at Valence Health
Industry Hospital & Health Care
Experience
Valence Health August 2015 - Present
Varian Medical Systems February 2014 - Present
CRC Health Corporation January 2011 - February 2015
TriZetto Corporation March 2014 - November 2014
Symphony Technology Group October 2009 - December 2010
Eclipsys Corporation October 2005 - May 2009
SumTotal Systems February 2002 - October 2005
ADAC Laboratories January 1990 - February 2001
Skills
Cross-functional Team..., EHR, Enterprise Software, Healthcare, Healthcare Information..., Leadership, Management, Mergers, Process Improvement, Start-ups, Business Strategy, Project Planning, Strategic M&A, Product Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Stanford University 1979 — 1983
BS, Industrial Engineering
Valence Health August 2015 - Present
Varian Medical Systems February 2014 - Present
CRC Health Corporation January 2011 - February 2015
TriZetto Corporation March 2014 - November 2014
Symphony Technology Group October 2009 - December 2010
Eclipsys Corporation October 2005 - May 2009
SumTotal Systems February 2002 - October 2005
ADAC Laboratories January 1990 - February 2001
Skills
Cross-functional Team..., EHR, Enterprise Software, Healthcare, Healthcare Information..., Leadership, Management, Mergers, Process Improvement, Start-ups, Business Strategy, Project Planning, Strategic M&A, Product Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Stanford University 1979 — 1983
BS, Industrial Engineering
Sarah Kim's Symphony Technology Group Experience September 2012 - August 2013
Job Director, Private Equity and Venture Capital at Stanford Management Company
Industry Venture Capital & Private Equity
Experience
Stanford Management Company August 2013 - Present
Trend Nation LLC July 2014 - August 2015
Symphony Technology Group September 2012 - August 2013
The Climate Corporation (formerly WeatherBill) April 2011 - August 2012
Lightyear Capital June 2006 - April 2011
Willis 2003 - 2005
Citigroup 2001 - 2003
Skills
Private Equity, Corporate Development, Financial Modeling, Venture Capital, Mergers, Valuation, Corporate Finance, Due Diligence, Investments, Investment Banking, Finance, Asset Management, Financial Services, Start-ups, Strategy, Equities, Acquisitions, Capital Markets, Financial Risk, Management, Mergers
Education
Stanford University 1997 — 2001
B.S., Industrial Engineering, Computer Science
University of Pennsylvania - The Wharton School
MBA
Stanford Management Company August 2013 - Present
Trend Nation LLC July 2014 - August 2015
Symphony Technology Group September 2012 - August 2013
The Climate Corporation (formerly WeatherBill) April 2011 - August 2012
Lightyear Capital June 2006 - April 2011
Willis 2003 - 2005
Citigroup 2001 - 2003
Skills
Private Equity, Corporate Development, Financial Modeling, Venture Capital, Mergers, Valuation, Corporate Finance, Due Diligence, Investments, Investment Banking, Finance, Asset Management, Financial Services, Start-ups, Strategy, Equities, Acquisitions, Capital Markets, Financial Risk, Management, Mergers
Education
Stanford University 1997 — 2001
B.S., Industrial Engineering, Computer Science
University of Pennsylvania - The Wharton School
MBA
Jake Lindstrom's Symphony Technology Group Experience July 2013 - August 2013
Job Student at California State UniversityChico
Industry
Experience
3rd Creek Investments June 2012 - February 2014
JP Lindstrom Inc. June 2004 - February 2014
Symphony Technology Group July 2013 - August 2013
Education
California State University-Chico 2011 — 2014
Bachelor of Science (B.S.), Business Administration: Finance, Senior
Butte College 2009 — 2011
Associate of Arts (A.A.)
Burlingame High School
3rd Creek Investments June 2012 - February 2014
JP Lindstrom Inc. June 2004 - February 2014
Symphony Technology Group July 2013 - August 2013
Education
California State University-Chico 2011 — 2014
Bachelor of Science (B.S.), Business Administration: Finance, Senior
Butte College 2009 — 2011
Associate of Arts (A.A.)
Burlingame High School