The Presidio Group LLC
Industry: Company
DescriptionFounded: 1997 Subsidiaries: Presidio Wealth Management LLC, Presidio Merchant Partners LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportThe Presidio Group LLCWebsiteDirections Saved (0) Saved Save Financial consultant in Chicago, Illinois Address: 155 N Upper Wacker Dr, Chicago, IL 60606 Phone: (312) 509-4000: : : : : Hours: Place name: : Category: Website: Website: http://www.thepresidiogroupllc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Presidio Group LLC Posting publicly on the Web Write a review Reviews Be the first to review
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The Presidio Group LLC Employees
Employee
Years
Job
Industry
Kathleen Kalu-Anderson Kathleen Kalu-Anderson's The Presidio Group LLC Experience April 2015 - Present
Job Compliance Analyst
Industry Financial Services
Experience
The Presidio Group LLC April 2015 - Present
The Presidio Group LLC February 2014 - April 2015
BlackRock January 2013 - February 2014
BlackRock October 2010 - January 2013
State Street Bank June 2008 - September 2010
State Street Bank December 2007 - June 2008
State Street Bank January 2007 - December 2007
UC Davis June 2004 - December 2006
Skills
Data Analysis, Hedge Funds, Investments, Equities, Fixed Income, Microsoft Office, Microsoft Excel, Microsoft Word, Staff Development, Analysis, MCH, Research, PowerPoint, Outlook, Customer Service, Public Speaking, Access, Institutional Investors, Series 63, Series 79, Project Management, Risk Management, Regulatory Compliance
Education
University of California, Davis 2003 — 2006
Bachelor of Arts (B.A.), Sociology - Organizational Studies, minor in Asian-American Studies
The Presidio Group LLC April 2015 - Present
The Presidio Group LLC February 2014 - April 2015
BlackRock January 2013 - February 2014
BlackRock October 2010 - January 2013
State Street Bank June 2008 - September 2010
State Street Bank December 2007 - June 2008
State Street Bank January 2007 - December 2007
UC Davis June 2004 - December 2006
Skills
Data Analysis, Hedge Funds, Investments, Equities, Fixed Income, Microsoft Office, Microsoft Excel, Microsoft Word, Staff Development, Analysis, MCH, Research, PowerPoint, Outlook, Customer Service, Public Speaking, Access, Institutional Investors, Series 63, Series 79, Project Management, Risk Management, Regulatory Compliance
Education
University of California, Davis 2003 — 2006
Bachelor of Arts (B.A.), Sociology - Organizational Studies, minor in Asian-American Studies
Sabrina Suzuki Sabrina Suzuki's The Presidio Group LLC Experience March 2012 - January 2013
Job Senior Management Assistant at San Francisco Municipal Transportation Agency (SFMTA)
Industry Public Relations and Communications
Experience
San Francisco Municipal Transportation Agency (SFMTA) January 2015 - Present
City and County of San Francisco January 2013 - Present
Today Sotheby's International Realty November 2012 - Present
Bay Area, San Francisco, Peninsula February 2011 - February 2013
The Presidio Group LLC March 2012 - January 2013
Merk Investments December 2010 - February 2011
Ace Capital Group August 2008 - December 2010
Kepr TV January 2006 - June 2008
CBS News July 2004 - May 2008
Ace Capital Group 2007 - 2008
Skills
Event Management, Newsletters, Public Relations, Customer Relations, Production, Process Improvement, Project Plans, Strategic Planning, Marketing Communications, Writing, Social Media, Event Planning, Customer Service, Negotiation, Press Releases, Time Management, Corporate Communications, Public Speaking, Marketing, Advertising, Facebook, Leadership, Sales, Training, Media Relations, Email Marketing, Strategy, Budgets, Marketing Strategy, Publicity, Editing, Video Production, Social Networking, Management
Education
University of California, Davis 1998 — 2003
B.A., Communications
Burlingame High School 1998 — 1998
Portola Elementary School
San Francisco Municipal Transportation Agency (SFMTA) January 2015 - Present
City and County of San Francisco January 2013 - Present
Today Sotheby's International Realty November 2012 - Present
Bay Area, San Francisco, Peninsula February 2011 - February 2013
The Presidio Group LLC March 2012 - January 2013
Merk Investments December 2010 - February 2011
Ace Capital Group August 2008 - December 2010
Kepr TV January 2006 - June 2008
CBS News July 2004 - May 2008
Ace Capital Group 2007 - 2008
Skills
Event Management, Newsletters, Public Relations, Customer Relations, Production, Process Improvement, Project Plans, Strategic Planning, Marketing Communications, Writing, Social Media, Event Planning, Customer Service, Negotiation, Press Releases, Time Management, Corporate Communications, Public Speaking, Marketing, Advertising, Facebook, Leadership, Sales, Training, Media Relations, Email Marketing, Strategy, Budgets, Marketing Strategy, Publicity, Editing, Video Production, Social Networking, Management
Education
University of California, Davis 1998 — 2003
B.A., Communications
Burlingame High School 1998 — 1998
Portola Elementary School
Julia (Baker) Haddix Julia (Baker) Haddix's The Presidio Group LLC Experience October 2009 - February 2012
Job Accountant at McGowan Guntermann
Industry Accounting
Experience
McGowan Guntermann February 2012 - Present
The Presidio Group LLC October 2009 - February 2012
National Ovarian Cancer Coalition August 2009 - October 2009
MK Tax and Accounting, LLC January 2001 - January 2009
Skills
QuickBooks, Microsoft Excel, Tax Preparation, Bookkeeping, Accounting, Volleyball
Education
Golden Gate University 2011 — 2013
BS (future), Business
McGowan Guntermann February 2012 - Present
The Presidio Group LLC October 2009 - February 2012
National Ovarian Cancer Coalition August 2009 - October 2009
MK Tax and Accounting, LLC January 2001 - January 2009
Skills
QuickBooks, Microsoft Excel, Tax Preparation, Bookkeeping, Accounting, Volleyball
Education
Golden Gate University 2011 — 2013
BS (future), Business
Samuel Suskind Samuel Suskind's The Presidio Group LLC Experience June 2014 - August 2014
Job Investment Banking Analyst at GCA Savvian
Industry Financial Services
Experience
GCA Savvian July 2015 - Present
The Presidio Group LLC June 2014 - August 2014
Ridgecrest Capital Partners June 2013 - August 2013
Princeton University McGraw Center for Teaching & Learning January 2013 - May 2013
University of San Francisco June 2012 - August 2012
Skills
Capital IQ, Microsoft Office, Stata, Java, Management, Investment Banking, Leadership, Mathematics, Facebook, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Research
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Terra Linda High School 2007 — 2011
GCA Savvian July 2015 - Present
The Presidio Group LLC June 2014 - August 2014
Ridgecrest Capital Partners June 2013 - August 2013
Princeton University McGraw Center for Teaching & Learning January 2013 - May 2013
University of San Francisco June 2012 - August 2012
Skills
Capital IQ, Microsoft Office, Stata, Java, Management, Investment Banking, Leadership, Mathematics, Facebook, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Research
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Terra Linda High School 2007 — 2011
Jeffrey Feng Jeffrey Feng's The Presidio Group LLC Experience May 2015 - August 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
The Presidio Group LLC May 2015 - August 2015
Serent Capital February 2015 - May 2015
Stifel Financial Corp. September 2014 - January 2015
Guardian Life April 2014 - September 2014
Skills
Financial Analysis, Entrepreneurship, Research, Customer Service, Public Speaking, Business Networking, Business Analysis, Investments, Stock Management, Market Research, Networking, Market Analysis, Business Development, Competitive Analysis, Investment Management, Revenue Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Leadership, Social Media, Sales
Education
University of California, Berkeley
Cumulative GPA: 4.00/4.00
The Presidio Group LLC May 2015 - August 2015
Serent Capital February 2015 - May 2015
Stifel Financial Corp. September 2014 - January 2015
Guardian Life April 2014 - September 2014
Skills
Financial Analysis, Entrepreneurship, Research, Customer Service, Public Speaking, Business Networking, Business Analysis, Investments, Stock Management, Market Research, Networking, Market Analysis, Business Development, Competitive Analysis, Investment Management, Revenue Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Leadership, Social Media, Sales
Education
University of California, Berkeley
Cumulative GPA: 4.00/4.00
Keerthana Nunna Keerthana Nunna's The Presidio Group LLC Experience September 2013 - December 2013
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Northern Trust Corporation June 2014 - August 2014
The Presidio Group LLC September 2013 - December 2013
Senate Office of Mark Kirk July 2013 - August 2013
The Lowe Institute of Political Economics April 2013 - June 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Economics, Accounting, Finance, Financial Modeling, Stata, Financial Analysis
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics-Accounting and Masters in Finance (Accelerated BA/MA program)
Naperville Central High School 2007 — 2011
Northern Trust Corporation June 2014 - August 2014
The Presidio Group LLC September 2013 - December 2013
Senate Office of Mark Kirk July 2013 - August 2013
The Lowe Institute of Political Economics April 2013 - June 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Economics, Accounting, Finance, Financial Modeling, Stata, Financial Analysis
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics-Accounting and Masters in Finance (Accelerated BA/MA program)
Naperville Central High School 2007 — 2011
Sarah Dhaouahira Sarah Dhaouahira's The Presidio Group LLC Experience June 2014 - Present
Job Research Analyst at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC June 2014 - Present
Colgate University August 2013 - May 2014
Colgate University August 2011 - May 2014
Colgate University September 2010 - May 2014
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy and Psychology
Porter Gaud School 2006 — 2010
High School Diploma
The Presidio Group LLC June 2014 - Present
Colgate University August 2013 - May 2014
Colgate University August 2011 - May 2014
Colgate University September 2010 - May 2014
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy and Psychology
Porter Gaud School 2006 — 2010
High School Diploma
Adriana Ivazian Adriana Ivazian's The Presidio Group LLC Experience April 2012 - Present
Job HR/Legal Administrator at The Presidio Group LLC
Industry Investment Banking
Experience
The Presidio Group LLC April 2012 - Present
Schaffer's Genuine June 2009 - December 2010
Intel Corporation July 1999 - April 2002
Skills
Mergers, Strategic Planning, Negotiation, Social Media, HTML, Public Speaking, Fundraising, Mergers & Acquisitions, Event Planning
Education
Santa Monica College 1992 — 1994
The Presidio Group LLC April 2012 - Present
Schaffer's Genuine June 2009 - December 2010
Intel Corporation July 1999 - April 2002
Skills
Mergers, Strategic Planning, Negotiation, Social Media, HTML, Public Speaking, Fundraising, Mergers & Acquisitions, Event Planning
Education
Santa Monica College 1992 — 1994
Alina Kloos Alina Kloos's The Presidio Group LLC Experience January 2014 - January 2014
Job Project & Design Coordinator
Industry Retail
Experience
Uber September 2014 - June 2015
SigFig February 2014 - March 2014
The Presidio Group LLC January 2014 - January 2014
PSAV January 2012 - January 2014
Millennium Pharmaceuticals May 2011 - August 2011
The Bay Club Company 2007 - 2009
Skills
Sales, Customer Satisfaction, Project Planning, Event Planning, Organization, Social Networking, Negotiation, Customer Service, Hospitality, Teamwork, CRM, Social Media Marketing, Training, Event Management, Social Media
Education
Emerson College
Bachelor of Science, Communication Studies
San Francisco State University
Professional Development Certificate, Corporate and Association Events
International School Basel 2005 — 2007
High School Diploma
Uber September 2014 - June 2015
SigFig February 2014 - March 2014
The Presidio Group LLC January 2014 - January 2014
PSAV January 2012 - January 2014
Millennium Pharmaceuticals May 2011 - August 2011
The Bay Club Company 2007 - 2009
Skills
Sales, Customer Satisfaction, Project Planning, Event Planning, Organization, Social Networking, Negotiation, Customer Service, Hospitality, Teamwork, CRM, Social Media Marketing, Training, Event Management, Social Media
Education
Emerson College
Bachelor of Science, Communication Studies
San Francisco State University
Professional Development Certificate, Corporate and Association Events
International School Basel 2005 — 2007
High School Diploma
Madeline Lammers's The Presidio Group LLC Experience January 2015 - Present
Job Client Service Associate at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC January 2015 - Present
Ilikai Bar & Grill February 2012 - June 2014
Events International November 2012 - July 2013
Commodore Cruises & Events May 2011 - November 2012
Skills
Customer Satisfaction, Event Planning, Event Management, Sales, Communication, Marketing, Hospitality, Administrative Office..., Public Speaking, Restaurants, Social Media Marketing, Social Networking, Time Management, Weddings
Education
University of Hawaii at Manoa 2009 — 2014
Bachelor of Arts in Communication, Minor in Dance
The Presidio Group LLC January 2015 - Present
Ilikai Bar & Grill February 2012 - June 2014
Events International November 2012 - July 2013
Commodore Cruises & Events May 2011 - November 2012
Skills
Customer Satisfaction, Event Planning, Event Management, Sales, Communication, Marketing, Hospitality, Administrative Office..., Public Speaking, Restaurants, Social Media Marketing, Social Networking, Time Management, Weddings
Education
University of Hawaii at Manoa 2009 — 2014
Bachelor of Arts in Communication, Minor in Dance
David De Santis's The Presidio Group LLC Experience May 2013 - August 2013
Job Student At UC Berkeley
Industry Public Relations and Communications
Experience
UC Berkeley August 2011 - Present
Dynamo PR May 2014 - July 2014
The Presidio Group LLC May 2013 - August 2013
Skills
PowerPoint, Fundraising, Microsoft Word, Data Analysis, Research, Social Media, Public Speaking, Microsoft Office, Economics, Business Strategy, Microsoft Excel, Nonprofits, Public Relations, Sales
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Cognitive Science
UC Berkeley August 2011 - Present
Dynamo PR May 2014 - July 2014
The Presidio Group LLC May 2013 - August 2013
Skills
PowerPoint, Fundraising, Microsoft Word, Data Analysis, Research, Social Media, Public Speaking, Microsoft Office, Economics, Business Strategy, Microsoft Excel, Nonprofits, Public Relations, Sales
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Cognitive Science
Jocelyn Guizar's The Presidio Group LLC Experience January 2014 - July 2014
Job MA Candidate Philosophy and Social Media Marketer
Industry Marketing and Advertising
Experience
swimsuitsforall June 2015 - Present
PhenomGal November 2011 - Present
S/B Factory May 2015 - August 2015
Sharpleft January 2015 - May 2015
Wishbone.org May 2014 - August 2014
The Presidio Group LLC January 2014 - July 2014
TechValidate Software February 2013 - December 2013
Skills
Social Media, Social Media Marketing, Customer Service, Research, Marketing, Product Marketing, Social Networking, Email Marketing, Lead Generation, Marketing Automation, University Teaching, Spanish, Writing, Content Strategy, Strategic Partnerships, Analytics, Salesforce.com, Strategy, Advertising, Facebook, Editing
Education
University of California, Berkeley 2008 — 2012
B.A., Rhetoric & Linguistics
The New School 2014 — 2016
Master of Arts (M.A.), Philosophy
swimsuitsforall June 2015 - Present
PhenomGal November 2011 - Present
S/B Factory May 2015 - August 2015
Sharpleft January 2015 - May 2015
Wishbone.org May 2014 - August 2014
The Presidio Group LLC January 2014 - July 2014
TechValidate Software February 2013 - December 2013
Skills
Social Media, Social Media Marketing, Customer Service, Research, Marketing, Product Marketing, Social Networking, Email Marketing, Lead Generation, Marketing Automation, University Teaching, Spanish, Writing, Content Strategy, Strategic Partnerships, Analytics, Salesforce.com, Strategy, Advertising, Facebook, Editing
Education
University of California, Berkeley 2008 — 2012
B.A., Rhetoric & Linguistics
The New School 2014 — 2016
Master of Arts (M.A.), Philosophy
Daniel Weizman's The Presidio Group LLC Experience June 2013 - July 2013
Job Business Strategy & Analytics @ LinkedIn
Industry Internet
Experience
LinkedIn July 2015 - Present
DripKing.com August 2008 - December 2014
IBM May 2014 - August 2014
The Presidio Group LLC June 2013 - July 2013
Wiredset June 2012 - July 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S. in Economics
The Branson School 2007 — 2011
High School Diploma
LinkedIn July 2015 - Present
DripKing.com August 2008 - December 2014
IBM May 2014 - August 2014
The Presidio Group LLC June 2013 - July 2013
Wiredset June 2012 - July 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S. in Economics
The Branson School 2007 — 2011
High School Diploma
Josef Auboeck Josef Auboeck's The Presidio Group LLC Experience March 2013 - Present
Job Vice President, Private Equity at The Presidio Group
Industry Venture Capital & Private Equity
Experience
The Presidio Group LLC March 2013 - Present
Benefida Unternehmerkapital 2012 - February 2013
The Presidio Group LLC May 2011 - September 2011
KPMG February 2006 - July 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Finance
HKUST Business School 2004 — 2005
Finance, Chinese
WU (Vienna University of Economics and Business) 2000 — 2005
Mag., Controlling, Marketing
The Presidio Group LLC March 2013 - Present
Benefida Unternehmerkapital 2012 - February 2013
The Presidio Group LLC May 2011 - September 2011
KPMG February 2006 - July 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Finance
HKUST Business School 2004 — 2005
Finance, Chinese
WU (Vienna University of Economics and Business) 2000 — 2005
Mag., Controlling, Marketing
Clare Tuma, SPHR, SHRM-SCP Clare Tuma, SPHR, SHRM-SCP's The Presidio Group LLC Experience 1999 - 2000
Job HR Director at IMVU
Industry Computer Games
Experience
IMVU April 2015 - Present
HR.com March 2015 - Present
IMVU February 2012 - Present
IMVU November 2005 - February 2012
Merrill Lynch November 2004 - November 2005
There July 2000 - April 2004
Teacher Universe August 1999 - January 2000
The Presidio Group LLC 1999 - 2000
Oracle July 1997 - August 1999
Verifone, Inc. October 1996 - July 1997
Skills
Start-ups, Financial Analysis, Executive Management, Finance, Mergers & Acquisitions, Management, Human Resources, Strategy, Cross-functional Team..., Analytics, Income Statement, P&L Management, Lead Generation, Customer Acquisition, Business Planning, Leadership, Strategic Partnerships, Entrepreneurship, Business Strategy, Strategic Planning, Business Development, Analysis, Competitive Analysis, Statistics, Benchmarking, Metrics, Accounting, Financial Modeling, Management Consulting, Venture Capital, Mergers, Budgets, Mobile Devices, Account Management, Due Diligence, Strategic Financial..., Risk Management, Partnerships, Financial Reporting, Managerial Finance, P&L, Compensation & Benefits
Education
Kaplan University 2004 — 2005
New York University 1991 — 1995
MBA
Cornell University 1987 — 1991
1991
University of Vienna 1989 — 1989
John F Kennedy Schule 1985 — 1987
HS Diploma
HRCP
IMVU April 2015 - Present
HR.com March 2015 - Present
IMVU February 2012 - Present
IMVU November 2005 - February 2012
Merrill Lynch November 2004 - November 2005
There July 2000 - April 2004
Teacher Universe August 1999 - January 2000
The Presidio Group LLC 1999 - 2000
Oracle July 1997 - August 1999
Verifone, Inc. October 1996 - July 1997
Skills
Start-ups, Financial Analysis, Executive Management, Finance, Mergers & Acquisitions, Management, Human Resources, Strategy, Cross-functional Team..., Analytics, Income Statement, P&L Management, Lead Generation, Customer Acquisition, Business Planning, Leadership, Strategic Partnerships, Entrepreneurship, Business Strategy, Strategic Planning, Business Development, Analysis, Competitive Analysis, Statistics, Benchmarking, Metrics, Accounting, Financial Modeling, Management Consulting, Venture Capital, Mergers, Budgets, Mobile Devices, Account Management, Due Diligence, Strategic Financial..., Risk Management, Partnerships, Financial Reporting, Managerial Finance, P&L, Compensation & Benefits
Education
Kaplan University 2004 — 2005
New York University 1991 — 1995
MBA
Cornell University 1987 — 1991
1991
University of Vienna 1989 — 1989
John F Kennedy Schule 1985 — 1987
HS Diploma
HRCP
Tyler Brock, CFP® Tyler Brock, CFP®'s The Presidio Group LLC Experience August 2009 - December 2010
Job
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors February 2015 - Present
Polaris Wealth Advisers, LLC (Formerly Polaris Equity Management, Inc.) February 2012 - January 2015
US Trust December 2010 - May 2011
The Presidio Group LLC August 2009 - December 2010
Bernstein Global Wealth Management June 2005 - August 2009
Goldman Sachs, SLK Fixed Income Division January 2003 - June 2005
Skills
Investments, Wealth Management, Wealth Management..., Strategic Financial..., Investment Management, High Net Worth..., Securities, Mutual Funds, Investment Strategies, Investment Banking, Financial Modeling, Tax, Retirement Planning, Investment Advisory, Fixed Income, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Series 63, Portfolio Management, Financial Services, Financial Advisory, Asset Allocation, Private Equity, Equities, Series 7, Bonds, Financial Analysis, ETFs, Estate Planning, Venture Capital, 401k, Banking, Bloomberg, Business Development, Emerging Markets, FINRA, Finance, Financial Markets, Wealth, Trading, Retirement, Equity Research, Due Diligence, Derivatives, Capital Markets
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science
Marin Catholic High School
Beacon Pointe Wealth Advisors February 2015 - Present
Polaris Wealth Advisers, LLC (Formerly Polaris Equity Management, Inc.) February 2012 - January 2015
US Trust December 2010 - May 2011
The Presidio Group LLC August 2009 - December 2010
Bernstein Global Wealth Management June 2005 - August 2009
Goldman Sachs, SLK Fixed Income Division January 2003 - June 2005
Skills
Investments, Wealth Management, Wealth Management..., Strategic Financial..., Investment Management, High Net Worth..., Securities, Mutual Funds, Investment Strategies, Investment Banking, Financial Modeling, Tax, Retirement Planning, Investment Advisory, Fixed Income, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Series 63, Portfolio Management, Financial Services, Financial Advisory, Asset Allocation, Private Equity, Equities, Series 7, Bonds, Financial Analysis, ETFs, Estate Planning, Venture Capital, 401k, Banking, Bloomberg, Business Development, Emerging Markets, FINRA, Finance, Financial Markets, Wealth, Trading, Retirement, Equity Research, Due Diligence, Derivatives, Capital Markets
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science
Marin Catholic High School
Eric Lun Eric Lun's The Presidio Group LLC Experience June 2012 - August 2012
Job Investment Banking Analyst, M&A at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
The Presidio Group LLC June 2012 - August 2012
Ameriprise Financial Services, Inc. November 2011 - May 2012
U.S. Commercial Service, U.S. Department of Commerce May 2011 - July 2011
Skills
Investments, Investment Banking, Mergers & Acquisitions, Finance, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Office, Economics, Mandarin, Private Equity, Valuation, Data Analysis, Due Diligence, Capital IQ, ThomsonOne, Bloomberg Terminal, Cantonese, Research, Outlook, Equities, Financial Accounting, Fixed Income, Salesforce.com, Excel, Word, Microsoft Excel, Bloomberg, Public Speaking, Statistics, Microsoft Word, Strategic Financial..., Accounting, Corporate Finance, Portfolio Management, Business Valuation, LBO, Financial Services, Securities
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
King's College London, U. of London 2014 — 2014
Study Abroad Exchange Student, Management
CHINESE INTERNATIONAL SCHOOL 1996 — 2010
IB Diploma, English, Mandarin Chinese, Geography, Physics, Math, Economics
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
The Presidio Group LLC June 2012 - August 2012
Ameriprise Financial Services, Inc. November 2011 - May 2012
U.S. Commercial Service, U.S. Department of Commerce May 2011 - July 2011
Skills
Investments, Investment Banking, Mergers & Acquisitions, Finance, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Office, Economics, Mandarin, Private Equity, Valuation, Data Analysis, Due Diligence, Capital IQ, ThomsonOne, Bloomberg Terminal, Cantonese, Research, Outlook, Equities, Financial Accounting, Fixed Income, Salesforce.com, Excel, Word, Microsoft Excel, Bloomberg, Public Speaking, Statistics, Microsoft Word, Strategic Financial..., Accounting, Corporate Finance, Portfolio Management, Business Valuation, LBO, Financial Services, Securities
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
King's College London, U. of London 2014 — 2014
Study Abroad Exchange Student, Management
CHINESE INTERNATIONAL SCHOOL 1996 — 2010
IB Diploma, English, Mandarin Chinese, Geography, Physics, Math, Economics
Christina Harris Christina Harris's The Presidio Group LLC Experience August 2013 - Present
Job Marketing Analyst at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC August 2013 - Present
The Presidio Group LLC August 2011 - August 2013
Merry Moppet Preschool June 2008 - August 2011
Brook Furniture Rental August 2006 - December 2007
Skills
Sales, Event Planning, Marketing, Event Management, Marketing Strategy, Customer Service, Microsoft Office, Program Management, Social Media, PowerPoint, Public Relations, Teamwork, Microsoft Excel, Salesforce.com, Microsoft Word, Fundraising, Public Speaking, Outlook, Leadership, Social Media Marketing, Budgets, Customer Satisfaction, Data Analysis, Account Management, Market Research, Team Building, Negotiation, Training, Data Entry, Hospitality, Recruiting, Accounting, Team Leadership, Start-ups, Coaching, Process Improvement, Healthcare, Entrepreneurship, Teaching, Administrative..., Team Management, Small Business, Hedge Funds, Brand Management, Brand Development, Presentations, Project Management, Marketing Communications, Spanish, Email Marketing
Education
San Jose State University
Bachelor of Arts, Sociology
Skyline College
Certificate, Early Childhood Education
The Presidio Group LLC August 2013 - Present
The Presidio Group LLC August 2011 - August 2013
Merry Moppet Preschool June 2008 - August 2011
Brook Furniture Rental August 2006 - December 2007
Skills
Sales, Event Planning, Marketing, Event Management, Marketing Strategy, Customer Service, Microsoft Office, Program Management, Social Media, PowerPoint, Public Relations, Teamwork, Microsoft Excel, Salesforce.com, Microsoft Word, Fundraising, Public Speaking, Outlook, Leadership, Social Media Marketing, Budgets, Customer Satisfaction, Data Analysis, Account Management, Market Research, Team Building, Negotiation, Training, Data Entry, Hospitality, Recruiting, Accounting, Team Leadership, Start-ups, Coaching, Process Improvement, Healthcare, Entrepreneurship, Teaching, Administrative..., Team Management, Small Business, Hedge Funds, Brand Management, Brand Development, Presentations, Project Management, Marketing Communications, Spanish, Email Marketing
Education
San Jose State University
Bachelor of Arts, Sociology
Skyline College
Certificate, Early Childhood Education
Jake Cheng Jake Cheng's The Presidio Group LLC Experience July 2013 - May 2015
Job Business & Revenue Manager at Suiteness
Industry Investment Banking
Experience
Suiteness June 2015 - Present
The Presidio Group LLC July 2013 - May 2015
America's Growth Capital March 2013 - July 2013
Skills
Investments, Financial Analysis, M&A experience, Securities, Economics, Real Estate, Valuation, Mutual Funds, Equities, Microsoft Office, Stata, Strategic Financial..., Corporate Finance, Finance, Alternative Investments
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (BS), Mathematics/Economics
South High School
Suiteness June 2015 - Present
The Presidio Group LLC July 2013 - May 2015
America's Growth Capital March 2013 - July 2013
Skills
Investments, Financial Analysis, M&A experience, Securities, Economics, Real Estate, Valuation, Mutual Funds, Equities, Microsoft Office, Stata, Strategic Financial..., Corporate Finance, Finance, Alternative Investments
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (BS), Mathematics/Economics
South High School
Nora Yuree Kim, MPH's The Presidio Group LLC Experience 2014 - Present
Job Advanced degree in public health. Experienced in program and project management, and relationship development.
Industry International Affairs
Experience
The Presidio Group LLC 2014 - Present
The Presidio Group LLC February 2011 - February 2014
World Health Organization October 2009 - December 2009
Boston University School of Public Health May 2009 - August 2009
The World Bank June 2006 - August 2008
Consumer Electronics Association September 2005 - June 2006
Skills
Policy, International Relations, Government, Microfinance, International..., Research, Policy Analysis, Program Evaluation, Public Policy, Analysis, Public Speaking, Program Development, Public Health, Strategic Planning, PowerPoint, Qualitative Research, Strategy, Proposal Writing, NGOs, Community Development, Program Management, Event Management, Event Planning, Global Health, Report Writing, Politics, Public Relations, SPSS, Intercultural..., Social Media, Political Science, Volunteer Management, Technical Assistance, Human Rights, Corporate Social..., Social Entrepreneurship, Quantitative Research, Workshop Facilitation, Editing, Africa, Economic Development, Diplomacy, Community Organizing, Youth Development, Statistics, Philanthropy, Epidemiology, Reproductive Health, Literature Reviews, Emerging Markets
Education
Boston University 2008 — 2010
Master of Public Health, International Health
The George Washington University 2002 — 2006
Bachelor of Arts, International Affairs, History
Yonsei University 2010 — 2010
Non, Korean language proficiency
University of the Philippines 2009 — 2009
Non, Healthcare delivery challenges in a developing-country setting
Université libre de Bruxelles 2005 — 2005
Non, Comparing European political systems
The Presidio Group LLC 2014 - Present
The Presidio Group LLC February 2011 - February 2014
World Health Organization October 2009 - December 2009
Boston University School of Public Health May 2009 - August 2009
The World Bank June 2006 - August 2008
Consumer Electronics Association September 2005 - June 2006
Skills
Policy, International Relations, Government, Microfinance, International..., Research, Policy Analysis, Program Evaluation, Public Policy, Analysis, Public Speaking, Program Development, Public Health, Strategic Planning, PowerPoint, Qualitative Research, Strategy, Proposal Writing, NGOs, Community Development, Program Management, Event Management, Event Planning, Global Health, Report Writing, Politics, Public Relations, SPSS, Intercultural..., Social Media, Political Science, Volunteer Management, Technical Assistance, Human Rights, Corporate Social..., Social Entrepreneurship, Quantitative Research, Workshop Facilitation, Editing, Africa, Economic Development, Diplomacy, Community Organizing, Youth Development, Statistics, Philanthropy, Epidemiology, Reproductive Health, Literature Reviews, Emerging Markets
Education
Boston University 2008 — 2010
Master of Public Health, International Health
The George Washington University 2002 — 2006
Bachelor of Arts, International Affairs, History
Yonsei University 2010 — 2010
Non, Korean language proficiency
University of the Philippines 2009 — 2009
Non, Healthcare delivery challenges in a developing-country setting
Université libre de Bruxelles 2005 — 2005
Non, Comparing European political systems
Brodie Cobb Brodie Cobb's The Presidio Group LLC Experience January 2014 - Present
Job Executive Chairman at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC January 2014 - Present
The Presidio Group LLC January 1998 - December 2013
Montgomery Securities March 1995 - November 1997
First Boston Corporation June 1992 - March 1995
Skills
Bike racing, Girls youth soccer..., Sailboat racing, Private Equity, Private Placements, Investments, Mergers, Investment Banking, M&A experience, Corporate Finance, Due Diligence, Wealth Management, Asset Management, Mergers & Acquisitions, Alternative Investments
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, Finance
Tulane University 1980 — 1984
BA, History
The Presidio Group LLC January 2014 - Present
The Presidio Group LLC January 1998 - December 2013
Montgomery Securities March 1995 - November 1997
First Boston Corporation June 1992 - March 1995
Skills
Bike racing, Girls youth soccer..., Sailboat racing, Private Equity, Private Placements, Investments, Mergers, Investment Banking, M&A experience, Corporate Finance, Due Diligence, Wealth Management, Asset Management, Mergers & Acquisitions, Alternative Investments
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, Finance
Tulane University 1980 — 1984
BA, History
Mike Stuart Mike Stuart's The Presidio Group LLC Experience January 1999 - Present
Job Vice President of Sales and Business Development at Igor, Inc.
Industry Computer Software
Experience
Igor, Inc. September 2014 - Present
The Presidio Group, LLC January 1999 - Present
Greengrade June 2011 - May 2014
Submittal Exchange December 2009 - January 2012
Smart Online October 2005 - September 2007
Computility, Inc February 1999 - October 2005
Skills
LEED, Mergers, Entrepreneurship, Business Development, Strategic Planning, Start-ups, Public Speaking, Sales, Marketing, Submittals, Project Management, Mergers & Acquisitions, SaaS, Construction, New Business Development, Small Business, Contract Negotiation, Sales Process, Strategic Partnerships, Management, Leadership, Strategy, Lead Generation, Executive Management, Management Consulting, Product Development, Sustainability, Program Management
Education
Baptist Bible College and Seminary 1988 — 1992
BS, Theology
Igor, Inc. September 2014 - Present
The Presidio Group, LLC January 1999 - Present
Greengrade June 2011 - May 2014
Submittal Exchange December 2009 - January 2012
Smart Online October 2005 - September 2007
Computility, Inc February 1999 - October 2005
Skills
LEED, Mergers, Entrepreneurship, Business Development, Strategic Planning, Start-ups, Public Speaking, Sales, Marketing, Submittals, Project Management, Mergers & Acquisitions, SaaS, Construction, New Business Development, Small Business, Contract Negotiation, Sales Process, Strategic Partnerships, Management, Leadership, Strategy, Lead Generation, Executive Management, Management Consulting, Product Development, Sustainability, Program Management
Education
Baptist Bible College and Seminary 1988 — 1992
BS, Theology
Duc Le's The Presidio Group LLC Experience October 2014 - July 2015
Job Investment Banking Professional
Industry Financial Services
Experience
The Presidio Group LLC October 2014 - July 2015
Shasta Partners June 2013 - October 2014
Kerburn Rose September 2012 - November 2012
Woori Investment & Securities May 2011 - August 2011
ANZ June 2010 - August 2010
Brandeis University, Department of Chemistry October 2009 - May 2010
Skills
Teamwork, Corporate Communications, Stata, Bloomberg, Financial Modeling, Quantitative Analytics, Economics, Valuation, Corporate Finance, Investment Banking, Equity Research, Financial Analysis, Bloomberg Terminal, Investments, Econometrics
Education
Brandeis University International Business School 2013 — 2014
Master of Arts (MA), Finance
Brandeis University 2008 — 2012
BA, Economics, Business
The Presidio Group LLC October 2014 - July 2015
Shasta Partners June 2013 - October 2014
Kerburn Rose September 2012 - November 2012
Woori Investment & Securities May 2011 - August 2011
ANZ June 2010 - August 2010
Brandeis University, Department of Chemistry October 2009 - May 2010
Skills
Teamwork, Corporate Communications, Stata, Bloomberg, Financial Modeling, Quantitative Analytics, Economics, Valuation, Corporate Finance, Investment Banking, Equity Research, Financial Analysis, Bloomberg Terminal, Investments, Econometrics
Education
Brandeis University International Business School 2013 — 2014
Master of Arts (MA), Finance
Brandeis University 2008 — 2012
BA, Economics, Business
David DeRuff David DeRuff's The Presidio Group LLC Experience April 2011 - April 2015
Job Partner at DBO Partners
Industry Investment Banking
Experience
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Daniel Nycholat Daniel Nycholat's The Presidio Group LLC Experience January 2015 - Present
Job Investment Banking Analyst at The Presidio Group LLC
Industry Investment Banking
Experience
The Presidio Group LLC January 2015 - Present
Braehead Clan September 2013 - April 2014
Focus Acquisition Partners April 2013 - September 2013
Fort Wayne Komets September 2012 - March 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Data Analysis, Public Speaking, Social Media, Leadership, Financial Modeling, Event Planning
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Athol Murray College of Notre Dame 2005 — 2007
The Presidio Group LLC January 2015 - Present
Braehead Clan September 2013 - April 2014
Focus Acquisition Partners April 2013 - September 2013
Fort Wayne Komets September 2012 - March 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Data Analysis, Public Speaking, Social Media, Leadership, Financial Modeling, Event Planning
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Athol Murray College of Notre Dame 2005 — 2007
Handson Wu's The Presidio Group LLC Experience August 2014 - December 2014
Job Leverage Finance/Financial Sponsors Analyst at Macquarie Capital Partners
Industry Investment Banking
Experience
Macquarie Capital Partners July 2015 - Present
Haas School of Business April 2012 - April 2015
The Presidio Group LLC August 2014 - December 2014
643 Capital Management June 2014 - August 2014
Skills
Mathematics, Microsoft Office, Adobe Creative Suite, Financial Analysis, Event Management, Media Production, Social Networking, Data Analysis, Facebook, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Economics, Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Business Administration, Computer Science
Thomas Sprigg Wootton High School 2007 — 2011
Macquarie Capital Partners July 2015 - Present
Haas School of Business April 2012 - April 2015
The Presidio Group LLC August 2014 - December 2014
643 Capital Management June 2014 - August 2014
Skills
Mathematics, Microsoft Office, Adobe Creative Suite, Financial Analysis, Event Management, Media Production, Social Networking, Data Analysis, Facebook, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Economics, Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Business Administration, Computer Science
Thomas Sprigg Wootton High School 2007 — 2011
Kelly Lourenco Kelly Lourenco's The Presidio Group LLC Experience January 2015 - Present
Job Associate at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC January 2015 - Present
Convergent Wealth Advisors June 2010 - December 2014
Research Financial Strategies. Inc. September 2006 - May 2010
Education
Philadelphia University 2002 — 2006
Bachelor of Science (B.S.), Fashion Merchandising
Academy of the Holy Cross 1998 — 2002
The Presidio Group LLC January 2015 - Present
Convergent Wealth Advisors June 2010 - December 2014
Research Financial Strategies. Inc. September 2006 - May 2010
Education
Philadelphia University 2002 — 2006
Bachelor of Science (B.S.), Fashion Merchandising
Academy of the Holy Cross 1998 — 2002
Trevor Squier's The Presidio Group LLC Experience April 2015 - Present
Job Vice President at The Presidio Group Private Equity
Industry Investment Banking
Experience
The Presidio Group LLC April 2015 - Present
The Kisimiri Project - Healthcare NGO September 2007 - Present
Credit Suisse March 2014 - February 2015
JMP Securities - Healthcare Investment Banking June 2012 - March 2014
The Presidio Group LLC - Middle Market Private Equity October 2011 - May 2012
Semprus Biosciences - Venture Backed Medical Device Start-Up August 2008 - January 2010
Novartis June 2005 - September 2005
Chiron Corporation June 2003 - August 2004
Skills
Healthcare, Medical Devices, Start-ups, Entrepreneurship, Business Development, Healthcare Banking, Biotechnology, Strategy, Data Analysis, Private Equity, Corporate Finance, Valuation, Corporate Development, Mergers & Acquisitions, Project Management, M&A experience, Venture Capital, Competitive Analysis, Business Strategy, Marketing, Due Diligence, Business Valuation, Investment Banking
Education
Boston University Graduate School of Management 2010 — 2011
Masters of Business Administration, Finance and International Management
Massachusetts Institute of Technology 2006 — 2007
Thesis Research, Biomedical Engineering - Langer Lab
California Polytechnic State University-San Luis Obispo 2001 — 2007
BS Chemistry, MS Materials Chemistry
The Presidio Group LLC April 2015 - Present
The Kisimiri Project - Healthcare NGO September 2007 - Present
Credit Suisse March 2014 - February 2015
JMP Securities - Healthcare Investment Banking June 2012 - March 2014
The Presidio Group LLC - Middle Market Private Equity October 2011 - May 2012
Semprus Biosciences - Venture Backed Medical Device Start-Up August 2008 - January 2010
Novartis June 2005 - September 2005
Chiron Corporation June 2003 - August 2004
Skills
Healthcare, Medical Devices, Start-ups, Entrepreneurship, Business Development, Healthcare Banking, Biotechnology, Strategy, Data Analysis, Private Equity, Corporate Finance, Valuation, Corporate Development, Mergers & Acquisitions, Project Management, M&A experience, Venture Capital, Competitive Analysis, Business Strategy, Marketing, Due Diligence, Business Valuation, Investment Banking
Education
Boston University Graduate School of Management 2010 — 2011
Masters of Business Administration, Finance and International Management
Massachusetts Institute of Technology 2006 — 2007
Thesis Research, Biomedical Engineering - Langer Lab
California Polytechnic State University-San Luis Obispo 2001 — 2007
BS Chemistry, MS Materials Chemistry
Payam Vadi Payam Vadi's The Presidio Group LLC Experience September 2014 - February 2015
Job Investment Banking Summer Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - July 2015
The Presidio Group LLC September 2014 - February 2015
US Capital Partners June 2014 - August 2014
Delta Sigma Phi Gamma Sigma Chapter January 2013 - January 2014
Morgan Stanley June 2012 - August 2012
Skills
Leadership, Financial Analysis, Equities, Statistics, Financial Services, Economics, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Stata, Start-ups, Research, Public Speaking, Analytics, Microsoft Excel, R, Gretl, Investment Banking
Education
Claremont McKenna College 2015 — 2016
Master's Degree, Finance
University of California, Davis 2010 — 2014
Bachelor’s Degree, Economics
Miramonte High Scool 2006 — 2010
Jefferies May 2015 - July 2015
The Presidio Group LLC September 2014 - February 2015
US Capital Partners June 2014 - August 2014
Delta Sigma Phi Gamma Sigma Chapter January 2013 - January 2014
Morgan Stanley June 2012 - August 2012
Skills
Leadership, Financial Analysis, Equities, Statistics, Financial Services, Economics, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Stata, Start-ups, Research, Public Speaking, Analytics, Microsoft Excel, R, Gretl, Investment Banking
Education
Claremont McKenna College 2015 — 2016
Master's Degree, Finance
University of California, Davis 2010 — 2014
Bachelor’s Degree, Economics
Miramonte High Scool 2006 — 2010
Jee Chang Jee Chang's The Presidio Group LLC Experience April 2008 - July 2010
Job Financial Planning &Analysis (FP&A) at GE
Industry Financial Services
Experience
GE Capital April 2012 - Present
The Presidio Group LLC April 2008 - July 2010
Deloitte January 2004 - January 2008
Skills
Corporate Finance, Forecasting, Budgeting, Financial Analysis, Variance Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Accounting, Cash Flow, GAAP, Accounting, Audit, Tax, Excel, Private Equity, Process Improvement, Cross-functional Team..., Team Oriented, Cultural Awareness, Corporate Tax, US GAAP, Internal Controls, Sarbanes-Oxley Act, Investments, Business Valuation, IFRS, Strategic Financial..., Account Reconciliation, SAP, Team-oriented, Budgets, SEC filings, Microsoft Excel, Valuation, Internal Audit, Finance, Essbase, Analysis, CPA, Due Diligence, Data Analysis, Business Strategy, Risk Management, Auditing, Investment Banking, Acquisition Integration, Management, Team Leadership, Business Process
Education
New York University, Stern School of Business
MBA visiting student
University of California, Berkeley
BS & BA, Business Administration & Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance, General Management
GE Capital April 2012 - Present
The Presidio Group LLC April 2008 - July 2010
Deloitte January 2004 - January 2008
Skills
Corporate Finance, Forecasting, Budgeting, Financial Analysis, Variance Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Accounting, Cash Flow, GAAP, Accounting, Audit, Tax, Excel, Private Equity, Process Improvement, Cross-functional Team..., Team Oriented, Cultural Awareness, Corporate Tax, US GAAP, Internal Controls, Sarbanes-Oxley Act, Investments, Business Valuation, IFRS, Strategic Financial..., Account Reconciliation, SAP, Team-oriented, Budgets, SEC filings, Microsoft Excel, Valuation, Internal Audit, Finance, Essbase, Analysis, CPA, Due Diligence, Data Analysis, Business Strategy, Risk Management, Auditing, Investment Banking, Acquisition Integration, Management, Team Leadership, Business Process
Education
New York University, Stern School of Business
MBA visiting student
University of California, Berkeley
BS & BA, Business Administration & Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance, General Management
Rohit Rajkumar's The Presidio Group LLC Experience January 2015 - May 2015
Job Investment Banking Summer Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2015 - August 2015
The Presidio Group LLC January 2015 - May 2015
B. Riley & Co. August 2014 - January 2015
Consilio - A First Advantage Company June 2013 - August 2013
For All Mankind July 2011 - May 2013
American Cambridge Institute June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Leadership, Organization &..., Well Travelled, Microsoft Office, Microsoft Word, Research, Presentations, Critical Thinking, Fundraising, Teaching, Nonprofits, Financial Modeling, Data Analysis, Spanish, Teamwork, Social Media
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA)
Walnut High School 2010 — 2013
IB Diploma
Cowen and Company June 2015 - August 2015
The Presidio Group LLC January 2015 - May 2015
B. Riley & Co. August 2014 - January 2015
Consilio - A First Advantage Company June 2013 - August 2013
For All Mankind July 2011 - May 2013
American Cambridge Institute June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Leadership, Organization &..., Well Travelled, Microsoft Office, Microsoft Word, Research, Presentations, Critical Thinking, Fundraising, Teaching, Nonprofits, Financial Modeling, Data Analysis, Spanish, Teamwork, Social Media
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA)
Walnut High School 2010 — 2013
IB Diploma
William D. Evers Jr William D. Evers Jr's The Presidio Group LLC Experience August 2009 - Present
Job Managing Director/ Partner at The Presidio Group
Industry Investment Management
Experience
The Presidio Group LLC August 2009 - Present
Reading Partners July 2012 - Present
The J. David Gladstone Institutes 2011 - Present
Bernstein Global Wealth Management September 1999 - August 2009
Alex.Brown 1991 - 1999
Education
University of California, Berkeley 1978 — 1982
The Branson School
The Presidio Group LLC August 2009 - Present
Reading Partners July 2012 - Present
The J. David Gladstone Institutes 2011 - Present
Bernstein Global Wealth Management September 1999 - August 2009
Alex.Brown 1991 - 1999
Education
University of California, Berkeley 1978 — 1982
The Branson School
Jaron Abelsohn Jaron Abelsohn's The Presidio Group LLC Experience May 2012 - August 2012
Job Strategy, Analytics, Consulting
Industry Computer Software
Experience
Electric Imp, Inc. July 2014 - Present
Esper, Inc. May 2014 - July 2014
RetailNext August 2013 - March 2014
The Presidio Group LLC May 2012 - August 2012
Belltower Books April 2011 - May 2011
Frost & Sullivan June 2010 - July 2010
Free Market Foundation June 2009 - August 2009
Skills
Economics, Research, Valuation, Public Speaking, Microsoft Office, Data Analysis, Bloomberg, Leadership, Proposal Writing, Strategy, Management, Policy, Accounting, Finance, Market Research, Financial Modeling, Business Strategy, Microsoft Excel, Analysis
Education
Claremont McKenna College 2012 — 2013
Master of Arts, Finance
Claremont McKenna College 2007 — 2011
Bachelor of Arts, Philosophy & Public Affairs and Economics
University of Oxford 2009 — 2010
Electric Imp, Inc. July 2014 - Present
Esper, Inc. May 2014 - July 2014
RetailNext August 2013 - March 2014
The Presidio Group LLC May 2012 - August 2012
Belltower Books April 2011 - May 2011
Frost & Sullivan June 2010 - July 2010
Free Market Foundation June 2009 - August 2009
Skills
Economics, Research, Valuation, Public Speaking, Microsoft Office, Data Analysis, Bloomberg, Leadership, Proposal Writing, Strategy, Management, Policy, Accounting, Finance, Market Research, Financial Modeling, Business Strategy, Microsoft Excel, Analysis
Education
Claremont McKenna College 2012 — 2013
Master of Arts, Finance
Claremont McKenna College 2007 — 2011
Bachelor of Arts, Philosophy & Public Affairs and Economics
University of Oxford 2009 — 2010
Jordan Rosa Jordan Rosa's The Presidio Group LLC Experience June 2014 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
The Presidio Group LLC June 2014 - Present
Goldman Sachs February 2013 - June 2014
Newbury Capital Partners June 2012 - December 2012
HT Capital Advisors, LLC June 2011 - August 2011
Skills
Social Media, Equities, Investment Banking, Financial Modeling, Private Equity, Valuation, Economics, Corporate Finance, Bloomberg, Financial Analysis, Hedge Funds, Capital Markets, Data Analysis, Microsoft Excel, Microsoft Office
Education
University of Michigan 2008 — 2012
BA, Economics
McNiel High School 2004 — 2008
The Presidio Group LLC June 2014 - Present
Goldman Sachs February 2013 - June 2014
Newbury Capital Partners June 2012 - December 2012
HT Capital Advisors, LLC June 2011 - August 2011
Skills
Social Media, Equities, Investment Banking, Financial Modeling, Private Equity, Valuation, Economics, Corporate Finance, Bloomberg, Financial Analysis, Hedge Funds, Capital Markets, Data Analysis, Microsoft Excel, Microsoft Office
Education
University of Michigan 2008 — 2012
BA, Economics
McNiel High School 2004 — 2008
Jack Howerton Jack Howerton's The Presidio Group LLC Experience July 2013 - August 2013
Job Technology M&A at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. June 2014 - Present
The Presidio Group LLC July 2013 - August 2013
RSE Ventures May 2013 - July 2013
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Public Speaking, Research, PowerPoint, Microsoft Office, Private Equity, Microsoft Excel, Venture Capital, Java, Due Diligence, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Capital IQ, LBO, DCF, Financial Advisory, Writing, Investments
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Classics
Stanford Graduate School of Business
Summer Institute for General Management
Oppenheimer & Co. Inc. June 2014 - Present
The Presidio Group LLC July 2013 - August 2013
RSE Ventures May 2013 - July 2013
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Public Speaking, Research, PowerPoint, Microsoft Office, Private Equity, Microsoft Excel, Venture Capital, Java, Due Diligence, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Capital IQ, LBO, DCF, Financial Advisory, Writing, Investments
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Classics
Stanford Graduate School of Business
Summer Institute for General Management
Alona Cochran Alona Cochran's The Presidio Group LLC Experience January 2011 - July 2011
Job Office Manager at Dolby Family Ventures
Industry Venture Capital & Private Equity
Experience
Dolby Family Ventures April 2014 - Present
Levensohn Venture Partners April 2006 - Present
The Presidio Group LLC January 2011 - July 2011
JP Morgan 1998 - 2006
Pacific Crest Securities and ThinkEquity 2001 - 2005
OffRoad Capital 1999 - 2000
Hyatt Hotels & Resorts 1990 - 1995
Skills
Hospitality, Customer Service, Event Management, Administrative..., Business Development, Microsoft Excel, Event Planning, Management, Social Networking, Microsoft Office, Public Relations, Business Strategy, Marketing, Time Management, Hotels, Microsoft Word, PowerPoint, Outlook, Hospitality Industry, Research, Recruiting, Social Media, Tourism, Employee Relations, Human Resources, Leadership, Budgets, Meeting Planning, Food & Beverage, Private Equity, Administrative...
Education
University of San Francisco 1986 — 1989
Bachelor's of Science, Business Management
Kodiak High School 1983 — 1986
Dolby Family Ventures April 2014 - Present
Levensohn Venture Partners April 2006 - Present
The Presidio Group LLC January 2011 - July 2011
JP Morgan 1998 - 2006
Pacific Crest Securities and ThinkEquity 2001 - 2005
OffRoad Capital 1999 - 2000
Hyatt Hotels & Resorts 1990 - 1995
Skills
Hospitality, Customer Service, Event Management, Administrative..., Business Development, Microsoft Excel, Event Planning, Management, Social Networking, Microsoft Office, Public Relations, Business Strategy, Marketing, Time Management, Hotels, Microsoft Word, PowerPoint, Outlook, Hospitality Industry, Research, Recruiting, Social Media, Tourism, Employee Relations, Human Resources, Leadership, Budgets, Meeting Planning, Food & Beverage, Private Equity, Administrative...
Education
University of San Francisco 1986 — 1989
Bachelor's of Science, Business Management
Kodiak High School 1983 — 1986
Jane Bachmann, CFP®, CIMA® Jane Bachmann, CFP®, CIMA®'s The Presidio Group LLC Experience January 2010 - February 2012
Job Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank February 2012 - Present
Citi Private Bank February 2012 - Present
The Presidio Group LLC January 2010 - February 2012
Fidelity Investments July 1993 - December 2009
Skills
MBA, Certified Financial..., Certified Investment...
Education
University of North Texas 1988 — 2001
MBA, Finance
Beijing Foreign Studies University 1984 — 1988
BA, English
Citi Private Bank February 2012 - Present
Citi Private Bank February 2012 - Present
The Presidio Group LLC January 2010 - February 2012
Fidelity Investments July 1993 - December 2009
Skills
MBA, Certified Financial..., Certified Investment...
Education
University of North Texas 1988 — 2001
MBA, Finance
Beijing Foreign Studies University 1984 — 1988
BA, English
Jacob Levy's The Presidio Group LLC Experience October 2011 - Present
Job
Industry Investment Management
Experience
The Presidio Group LLC October 2011 - Present
American Red Cross July 2008 - September 2011
Evergreen Solar June 2007 - August 2007
Citizens Energy January 2007 - January 2007
Offit Hall Capital Management April 2002 - June 2006
Skills
Organic Farming
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Maastricht School of Management 2001 — 2001
University of California, San Diego 1997 — 2001
BS
The Presidio Group LLC October 2011 - Present
American Red Cross July 2008 - September 2011
Evergreen Solar June 2007 - August 2007
Citizens Energy January 2007 - January 2007
Offit Hall Capital Management April 2002 - June 2006
Skills
Organic Farming
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Maastricht School of Management 2001 — 2001
University of California, San Diego 1997 — 2001
BS
Richard Garlinghouse's The Presidio Group LLC Experience January 1994 - Present
Job Senior Real Estate Development Executive
Industry Real Estate
Experience
The Presidio Group LLC January 1994 - Present
Southwest Diversified January 1983 - January 1994
Cadillac Fairview Homes West January 1981 - January 1983
Skills
Land Development, Real Estate Development, Residential Projects, Mixed-use, project management, Zoning, land entitlement, Senior Executives, Operations Management, Entitlements, Construction, Real Estate, Land Use Planning, Asset Management, Investments, Executive Management, Disposition, Residential Homes, Project Management, Real Estate Economics, Luxury, Commercial Real Estate, Real Estate Transactions, Land Acquisition, Apartments, Dispositions, Redevelopment
Education
Stanford University 1965 — 1967
Master of Architecture (M.Arch.), Architecture and Urban Planning
Stanford University 1959 — 1963
Bachelor's degree, Architecture
The Presidio Group LLC January 1994 - Present
Southwest Diversified January 1983 - January 1994
Cadillac Fairview Homes West January 1981 - January 1983
Skills
Land Development, Real Estate Development, Residential Projects, Mixed-use, project management, Zoning, land entitlement, Senior Executives, Operations Management, Entitlements, Construction, Real Estate, Land Use Planning, Asset Management, Investments, Executive Management, Disposition, Residential Homes, Project Management, Real Estate Economics, Luxury, Commercial Real Estate, Real Estate Transactions, Land Acquisition, Apartments, Dispositions, Redevelopment
Education
Stanford University 1965 — 1967
Master of Architecture (M.Arch.), Architecture and Urban Planning
Stanford University 1959 — 1963
Bachelor's degree, Architecture
Brad M. Lackey, CFP®, CIMA®'s The Presidio Group LLC Experience December 2014 - Present
Job Vice President at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC December 2014 - Present
Skills
Series 65, Alternative Investments, Asset Allocation, Finance, Investments, Asset Management, Wealth Management, Hedge Funds, Financial Analysis, Mutual Funds, Equities, Investment Advisory, Portfolio Management, Investment Management, Financial Services, Strategy
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance
The Presidio Group LLC December 2014 - Present
Skills
Series 65, Alternative Investments, Asset Allocation, Finance, Investments, Asset Management, Wealth Management, Hedge Funds, Financial Analysis, Mutual Funds, Equities, Investment Advisory, Portfolio Management, Investment Management, Financial Services, Strategy
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Bruce Brugler's The Presidio Group LLC Experience November 2004 - Present
Job Managing Director at Presidio Financial Partners
Industry Financial Services
Experience
The Presidio Group LLC November 2004 - Present
montgomery securities 1993 - 2004
Schlumberger 1985 - 1989
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Stanford University 1981 — 1985
BS, Mechanical Engineering
The Presidio Group LLC November 2004 - Present
montgomery securities 1993 - 2004
Schlumberger 1985 - 1989
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Stanford University 1981 — 1985
BS, Mechanical Engineering
Susannah Vukosa, CFP®'s The Presidio Group LLC Experience February 2011 - Present
Job Vice President at The Presidio Group, LLC
Industry Financial Services
Experience
The Presidio Group, LLC February 2011 - Present
Merrill Lynch & Co., Inc October 2007 - June 2010
Merrill Lynch & Co., Inc August 2006 - October 2007
First Market Bank November 2004 - August 2006
Skills
Monte Carlo Simulation, Asset Managment, Management, Alternative Investments, Team Building, High Net Worth..., Salesforce.com, Separately Managed..., Personal Financial..., Equities, Equity Trading, Mutual Funds, mutual fund trading, Personal Banking, Portfolio Management, Investments, Series 7, Customer Service, Risk Management, Asset Management, Employee Benefits, Investment Strategies, Series 63, Asset Allocation, Investment Management, Retirement Planning, Small Business, Loans, Relationship Management, FINRA, Finance, Private Equity, Equity Research, Due Diligence, Capital Markets, Financial Risk, Manage Client..., Corporate Finance, IRAs, ETFs, Morningstar, Brokerage, Investment Advisory, 401k, Corporate Development, Investment Banking, Bloomberg Terminal, Bonds, Client Relations, Wealth Management
Education
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science (BS), International Management & Spanish
San Francisco State University 2009 — 2010
Executive Certificate in Financial Planning, College of Extended Learning
Universidad de Salamanca 2001 — 2001
Spanish and Iberian Studies
The Presidio Group, LLC February 2011 - Present
Merrill Lynch & Co., Inc October 2007 - June 2010
Merrill Lynch & Co., Inc August 2006 - October 2007
First Market Bank November 2004 - August 2006
Skills
Monte Carlo Simulation, Asset Managment, Management, Alternative Investments, Team Building, High Net Worth..., Salesforce.com, Separately Managed..., Personal Financial..., Equities, Equity Trading, Mutual Funds, mutual fund trading, Personal Banking, Portfolio Management, Investments, Series 7, Customer Service, Risk Management, Asset Management, Employee Benefits, Investment Strategies, Series 63, Asset Allocation, Investment Management, Retirement Planning, Small Business, Loans, Relationship Management, FINRA, Finance, Private Equity, Equity Research, Due Diligence, Capital Markets, Financial Risk, Manage Client..., Corporate Finance, IRAs, ETFs, Morningstar, Brokerage, Investment Advisory, 401k, Corporate Development, Investment Banking, Bloomberg Terminal, Bonds, Client Relations, Wealth Management
Education
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science (BS), International Management & Spanish
San Francisco State University 2009 — 2010
Executive Certificate in Financial Planning, College of Extended Learning
Universidad de Salamanca 2001 — 2001
Spanish and Iberian Studies
Annie Sibersky's The Presidio Group LLC Experience December 2013 - Present
Job Accounting Manager at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC December 2013 - Present
The Presidio Group LLC December 2012 - December 2013
The Presidio Group LLC September 2010 - December 2012
Presidio Financial Partners January 2009 - September 2010
Presidio Financial Partners November 2005 - January 2009
Santa Barbara Asset Management June 2004 - September 2005
Skills
Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Data Analysis, Financial Modeling, Microsoft Excel, Payroll, Financial Reporting, Process Improvement, Administrative..., Marketing, Strategic Planning, Investments, Securities, Business Strategy, Microsoft Word, Event Management, Facebook, Customer Service, Time Management, Social Media, Event Planning, Public Speaking, Budgets, Asset Managment, Market Research, Financial Analysis, Forecasting, Research, Outlook, Bloomberg, Fundraising, Fixed Income, Equities, Valuation, Accounting, Investment Banking, Corporate Finance, Finance, Financial Accounting, Asset Management, Salesforce.com, Due Diligence, Mutual Funds, Financial Services, Account Reconciliation, Invoicing, General Ledger
Education
University of California, Santa Barbara 2002 — 2004
BA, Sociology
University of California, Irvine 2000 — 2002
Sociology
Academy of Art University 2007 — 2008
Interior Architecture and Design
University High School 1996 — 2000
The Presidio Group LLC December 2013 - Present
The Presidio Group LLC December 2012 - December 2013
The Presidio Group LLC September 2010 - December 2012
Presidio Financial Partners January 2009 - September 2010
Presidio Financial Partners November 2005 - January 2009
Santa Barbara Asset Management June 2004 - September 2005
Skills
Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Data Analysis, Financial Modeling, Microsoft Excel, Payroll, Financial Reporting, Process Improvement, Administrative..., Marketing, Strategic Planning, Investments, Securities, Business Strategy, Microsoft Word, Event Management, Facebook, Customer Service, Time Management, Social Media, Event Planning, Public Speaking, Budgets, Asset Managment, Market Research, Financial Analysis, Forecasting, Research, Outlook, Bloomberg, Fundraising, Fixed Income, Equities, Valuation, Accounting, Investment Banking, Corporate Finance, Finance, Financial Accounting, Asset Management, Salesforce.com, Due Diligence, Mutual Funds, Financial Services, Account Reconciliation, Invoicing, General Ledger
Education
University of California, Santa Barbara 2002 — 2004
BA, Sociology
University of California, Irvine 2000 — 2002
Sociology
Academy of Art University 2007 — 2008
Interior Architecture and Design
University High School 1996 — 2000
Ann Marie Foley's The Presidio Group LLC Experience September 2010 - Present
Job Managing Director & Chief Compliance Officer
Industry Financial Services
Experience
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
James Ie's The Presidio Group LLC Experience April 2008 - February 2009
Job Small Business Investor
Industry Venture Capital & Private Equity
Experience
Buttercup Bake Shop November 2012 - June 2014
The UPS Store September 2010 - October 2012
Cartridge World July 2009 - April 2010
The Presidio Group LLC April 2008 - February 2009
UCSD Department of Economics March 2007 - March 2008
Presidio Financial Partners June 2007 - August 2007
Skills
Private Equity, Due Diligence, Financial Analysis, Financial Modeling, Entrepreneurship, Business Strategy, Strategic Planning, Valuation, Small Business, Business Planning, Start-ups, Investments, Executive Management, Corporate Finance
Education
University of California, San Diego 2005 — 2008
B.S., Management Science
Buttercup Bake Shop November 2012 - June 2014
The UPS Store September 2010 - October 2012
Cartridge World July 2009 - April 2010
The Presidio Group LLC April 2008 - February 2009
UCSD Department of Economics March 2007 - March 2008
Presidio Financial Partners June 2007 - August 2007
Skills
Private Equity, Due Diligence, Financial Analysis, Financial Modeling, Entrepreneurship, Business Strategy, Strategic Planning, Valuation, Small Business, Business Planning, Start-ups, Investments, Executive Management, Corporate Finance
Education
University of California, San Diego 2005 — 2008
B.S., Management Science
Kyle Manley's The Presidio Group LLC Experience June 2015 - Present
Job Vice President at The Presidio Group LLC
Industry Investment Management
Experience
The Presidio Group LLC June 2015 - Present
Goldman Sachs January 2013 - May 2015
Goldman Sachs June 2010 - May 2015
Goldman Sachs June 2009 - August 2009
National Math & Science Initiative June 2008 - December 2008
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
University of Alabama 2004 — 2006
M.A., Mathematics
Mississippi College 2000 — 2004
B.A., Mathematics, Computer Science
The Presidio Group LLC June 2015 - Present
Goldman Sachs January 2013 - May 2015
Goldman Sachs June 2010 - May 2015
Goldman Sachs June 2009 - August 2009
National Math & Science Initiative June 2008 - December 2008
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
University of Alabama 2004 — 2006
M.A., Mathematics
Mississippi College 2000 — 2004
B.A., Mathematics, Computer Science
Liz Marxen's The Presidio Group LLC Experience August 2013 - Present
Job Marketing Associate at The Presidio Group LLC
Industry Events Services
Experience
The Presidio Group LLC August 2013 - Present
Social Sonar 2012 - Present
Sacramento Magazine June 2008 - Present
UC Berkeley December 2010 - August 2013
Sacramento Magazine January 2006 - January 2012
Union Street Papery 2010 - 2012
Fotovision September 2009 - December 2009
Documentary Foundation January 2009 - August 2009
Intel June 2005 - September 2005
Skills
Copy Editing, Social Media Marketing, Event Planning, InDesign, Interviews, Web Design, InCopy, Editing, Social Media, Blogging, Facebook, Journalism, Newsletters, Writing, Acting, Twitter, Project Management, Graphic Design, Marketing, Fundraising, Public Speaking, Nonprofits, Online Advertising, Copywriting, Press Releases, Marketing Strategy
Education
University of California, Berkeley 2011 — 2011
Event Planning Certification
University of California, Davis 2002 — 2006
B.A., Communication
The Presidio Group LLC August 2013 - Present
Social Sonar 2012 - Present
Sacramento Magazine June 2008 - Present
UC Berkeley December 2010 - August 2013
Sacramento Magazine January 2006 - January 2012
Union Street Papery 2010 - 2012
Fotovision September 2009 - December 2009
Documentary Foundation January 2009 - August 2009
Intel June 2005 - September 2005
Skills
Copy Editing, Social Media Marketing, Event Planning, InDesign, Interviews, Web Design, InCopy, Editing, Social Media, Blogging, Facebook, Journalism, Newsletters, Writing, Acting, Twitter, Project Management, Graphic Design, Marketing, Fundraising, Public Speaking, Nonprofits, Online Advertising, Copywriting, Press Releases, Marketing Strategy
Education
University of California, Berkeley 2011 — 2011
Event Planning Certification
University of California, Davis 2002 — 2006
B.A., Communication
Frank Darden's The Presidio Group LLC Experience September 2008 - July 2012
Job Associate Portfolio Manager at BBVA Compass
Industry Financial Services
Experience
BBVA Compass July 2014 - Present
Matador Resources Company May 2013 - August 2013
The Presidio Group LLC September 2008 - July 2012
JPMorgan July 2007 - December 2007
Skills
Private Equity, Mergers, Investment Banking, Due Diligence, Equity Research, Bloomberg, Hedge Funds, Mergers & Acquisitions, Analytics, Portfolio Management, Finance, Equities
Education
Tulane University - A.B. Freeman School of Business
University of Colorado Boulder
Bachelor's, History
BBVA Compass July 2014 - Present
Matador Resources Company May 2013 - August 2013
The Presidio Group LLC September 2008 - July 2012
JPMorgan July 2007 - December 2007
Skills
Private Equity, Mergers, Investment Banking, Due Diligence, Equity Research, Bloomberg, Hedge Funds, Mergers & Acquisitions, Analytics, Portfolio Management, Finance, Equities
Education
Tulane University - A.B. Freeman School of Business
University of Colorado Boulder
Bachelor's, History
Paul Boscacci's The Presidio Group LLC Experience February 2011 - January 2014
Job Director of Performance Measurement at First Republic Bank
Industry Financial Services
Experience
First Republic Private Wealth Management March 2014 - Present
The Presidio Group LLC February 2011 - January 2014
Offit Capital Advisors November 2004 - January 2011
Kaspick & Company 1997 - 2004
Wells Fargo Bank 1988 - 1992
Skills
Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Asset Management, Wealth Management, Asset Allocation, Equities
Education
Yale University - Yale School of Management 1992 — 1994
MBA
Saint Mary's College of California 1982 — 1986
BA, Integral Liberal Arts
First Republic Private Wealth Management March 2014 - Present
The Presidio Group LLC February 2011 - January 2014
Offit Capital Advisors November 2004 - January 2011
Kaspick & Company 1997 - 2004
Wells Fargo Bank 1988 - 1992
Skills
Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Asset Management, Wealth Management, Asset Allocation, Equities
Education
Yale University - Yale School of Management 1992 — 1994
MBA
Saint Mary's College of California 1982 — 1986
BA, Integral Liberal Arts
Cassie Kamphaus's The Presidio Group LLC Experience November 2009 - March 2012
Job Senior Customer Manager at Strategic Healthcare Programs
Industry Computer Software
Experience
Strategic Healthcare Programs August 2012 - Present
Strategic Healthcare Programs August 2012 - Present
The Presidio Group LLC November 2009 - March 2012
Kula Ranch Island Steakhouse August 2008 - October 2009
Moonstone Hotel Properties October 2003 - August 2007
Skills
Social Media, Event Management, Customer Service, Event Planning, Microsoft Office, PowerPoint, Time Management, Microsoft Word, Marketing
Education
CaliforniaStateUniversityMontereyBay 2007 — 2009
B.S.BusinessAdministration, ITandEntrepreneurship
California State University-Monterey Bay 2006 — 2009
BS, Business
CuestaCollege 2004 — 2006
A.S.GeneralStudies/A.S, TransferStudies
Cuesta College 2003 — 2006
AA, AS, General Studies
Strategic Healthcare Programs August 2012 - Present
Strategic Healthcare Programs August 2012 - Present
The Presidio Group LLC November 2009 - March 2012
Kula Ranch Island Steakhouse August 2008 - October 2009
Moonstone Hotel Properties October 2003 - August 2007
Skills
Social Media, Event Management, Customer Service, Event Planning, Microsoft Office, PowerPoint, Time Management, Microsoft Word, Marketing
Education
CaliforniaStateUniversityMontereyBay 2007 — 2009
B.S.BusinessAdministration, ITandEntrepreneurship
California State University-Monterey Bay 2006 — 2009
BS, Business
CuestaCollege 2004 — 2006
A.S.GeneralStudies/A.S, TransferStudies
Cuesta College 2003 — 2006
AA, AS, General Studies
Jerry Deren's The Presidio Group LLC Experience 2007 - Present
Job Managing Director & Partner at The Presidio Group, LLC
Industry Investment Management
Experience
The Presidio Group, LLC 2007 - Present
Goldman Sachs 2005 - 2007
U.S. Navy 1992 - 2005
Skills
Wealth Management, Asset Allocation, Tactical Asset..., Manager Selection, Performance Reporting, Investment Policy, Philanthropy, Military Experience
Education
United States Naval Academy 1988 — 1992
B.S., Economics
United States Naval Academy
The Presidio Group, LLC 2007 - Present
Goldman Sachs 2005 - 2007
U.S. Navy 1992 - 2005
Skills
Wealth Management, Asset Allocation, Tactical Asset..., Manager Selection, Performance Reporting, Investment Policy, Philanthropy, Military Experience
Education
United States Naval Academy 1988 — 1992
B.S., Economics
United States Naval Academy
Justin Ching's The Presidio Group LLC Experience June 2014 - September 2014
Job Student at UCLA
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - August 2015
The Presidio Group LLC June 2014 - September 2014
McCafferty & Company October 2013 - March 2014
Skills
Microsoft Excel, Financial Analysis, Investment Banking, Financial Modeling, Business Valuation
Education
University of California, Los Angeles 2012 — 2016
Bachelor’s Degree, Business Economics
Bank of America Merrill Lynch June 2015 - August 2015
The Presidio Group LLC June 2014 - September 2014
McCafferty & Company October 2013 - March 2014
Skills
Microsoft Excel, Financial Analysis, Investment Banking, Financial Modeling, Business Valuation
Education
University of California, Los Angeles 2012 — 2016
Bachelor’s Degree, Business Economics
Colin Carter's The Presidio Group LLC Experience June 2003 - Present
Job Managing Director at The Presidio Group LLC
Industry
Experience
The Presidio Group LLC June 2003 - Present
Skills
Equities, Series 7, Capital Markets, Private Equity, Hedge Funds, Investment Banking, Fixed Income, Valuation, Investments, Alternative Investments, Equity Research, Investment Management, Due Diligence, Asset Management, Private Placements, Financial Modeling
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Finance, General, 1987
Duke University 1981 — 1985
Bachelor of Arts (B.A.), Economics
The Presidio Group LLC June 2003 - Present
Skills
Equities, Series 7, Capital Markets, Private Equity, Hedge Funds, Investment Banking, Fixed Income, Valuation, Investments, Alternative Investments, Equity Research, Investment Management, Due Diligence, Asset Management, Private Placements, Financial Modeling
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Finance, General, 1987
Duke University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Lucy Horn's The Presidio Group LLC Experience June 2012 - August 2012
Job Associate at Triage Consulting Group
Industry Hospital & Health Care
Experience
Triage Consulting Group August 2015 - Present
Dr. Lizellen La Follette MD, Inc. June 2015 - August 2015
Edinburgh University, Dr. Keith Matthews Lab May 2013 - August 2013
The Presidio Group LLC June 2012 - August 2012
Buck Institute for Research on Aging June 2010 - August 2010
Education
Harvard University 2011 — 2015
Bachelor’s Degree, History and Science, Graduated Cum Laude
The Branson School 2007 — 2011
High School
Triage Consulting Group August 2015 - Present
Dr. Lizellen La Follette MD, Inc. June 2015 - August 2015
Edinburgh University, Dr. Keith Matthews Lab May 2013 - August 2013
The Presidio Group LLC June 2012 - August 2012
Buck Institute for Research on Aging June 2010 - August 2010
Education
Harvard University 2011 — 2015
Bachelor’s Degree, History and Science, Graduated Cum Laude
The Branson School 2007 — 2011
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY