The Shemano Group
Industry: Company
DescriptionFounded: 1994 Subsidiary: The Shemano Group, Inc, Asset Management Arm
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The Shemano Group Employees
Employee
Years
Job
Industry
Nataly Zaldana Nataly Zaldana's The Shemano Group Experience August 2004 - August 2005
Job Legal Administrator at Blue Coat Systems
Industry Industrial Automation
Experience
Blue Coat Systems May 2013 - Present
Ventyx an ABB Company November 2010 - April 2013
Mincom Pty Ltd October 2010 - February 2012
OTC Markets Group Inc. March 2009 - October 2009
Citi, Smith Barney November 2005 - November 2008
The Shemano Group August 2004 - August 2005
Skills
Engineering, Manufacturing, Reuters, Stata, Eviews, Microsoft Excel, Salesforce.com, SharePoint, SharePoint Designer, Microsoft Office..., Windows Sharepoint..., OTC
Education
University of San Francisco 2001 — 2004
Bachelor of Science (B.S.), Economics
Blue Coat Systems May 2013 - Present
Ventyx an ABB Company November 2010 - April 2013
Mincom Pty Ltd October 2010 - February 2012
OTC Markets Group Inc. March 2009 - October 2009
Citi, Smith Barney November 2005 - November 2008
The Shemano Group August 2004 - August 2005
Skills
Engineering, Manufacturing, Reuters, Stata, Eviews, Microsoft Excel, Salesforce.com, SharePoint, SharePoint Designer, Microsoft Office..., Windows Sharepoint..., OTC
Education
University of San Francisco 2001 — 2004
Bachelor of Science (B.S.), Economics
Judy Guo Judy Guo's The Shemano Group Experience February 2005 - December 2005
Job Corporate Finance
Industry Management Consulting
Experience
Guidewire Software January 2015 - Present
Titan Photonics August 2011 - Present
Model N October 2012 - October 2013
Meritus LLC August 2011 - February 2013
Sanmina April 2006 - July 2011
DeltaTrak December 2001 - April 2006
The Shemano Group February 2005 - December 2005
PwC January 2001 - April 2001
Skills
Strategic Financial..., Oracle, Financial Modeling, Finance, Start-ups, Financial Analysis, Forecasting, Corporate Finance, Due Diligence, Financial Reporting, Valuation, Variance Analysis, Budgets, Venture Capital, Financial Statements, Process Improvement, Hyperion Enterprise, Cross-functional Team..., Analysis, Business Analysis, Consolidation, Managerial Finance
Education
Golden Gate University 1999 — 2000
MS, Finance
Guidewire Software January 2015 - Present
Titan Photonics August 2011 - Present
Model N October 2012 - October 2013
Meritus LLC August 2011 - February 2013
Sanmina April 2006 - July 2011
DeltaTrak December 2001 - April 2006
The Shemano Group February 2005 - December 2005
PwC January 2001 - April 2001
Skills
Strategic Financial..., Oracle, Financial Modeling, Finance, Start-ups, Financial Analysis, Forecasting, Corporate Finance, Due Diligence, Financial Reporting, Valuation, Variance Analysis, Budgets, Venture Capital, Financial Statements, Process Improvement, Hyperion Enterprise, Cross-functional Team..., Analysis, Business Analysis, Consolidation, Managerial Finance
Education
Golden Gate University 1999 — 2000
MS, Finance
Kathleen carey Kathleen carey's The Shemano Group Experience June 2003 - January 2005
Job Sr. VIce President Institutional Sales BTIG,LLC
Industry Financial Services
Experience
BTIG,LLC January 2005 - Present
The Shemano Group June 2003 - January 2005
Wedbush Morgan Securities December 2000 - March 2003
First Security Van Kasper, Inc August 2000 - September 2000
Robertson Stephens March 1999 - August 2000
Husic Capital Management June 1996 - January 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Options, Portfolio Management
Education
Michigan State University 1992 — 1996
BA Finance, Finance Spanish
Marian High School 1988 — 1992
Academy of Art University
Drawing
BTIG,LLC January 2005 - Present
The Shemano Group June 2003 - January 2005
Wedbush Morgan Securities December 2000 - March 2003
First Security Van Kasper, Inc August 2000 - September 2000
Robertson Stephens March 1999 - August 2000
Husic Capital Management June 1996 - January 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Options, Portfolio Management
Education
Michigan State University 1992 — 1996
BA Finance, Finance Spanish
Marian High School 1988 — 1992
Academy of Art University
Drawing
Aeryn Johnson Aeryn Johnson's The Shemano Group Experience December 2001 - April 2008
Job Business Development Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase April 2013 - January 2014
Bloomspot.com (Acquired by JPMorgan Chase in January 2013) July 2011 - April 2013
CCD Innovation June 2009 - July 2011
V1 Private Jets April 2008 - June 2009
The Shemano Group December 2001 - April 2008
Skills
Enterprise Sales, Sales Management, Business Development, Sales Operations, Strategic Partnerships, Online Advertising, Digital Marketing
Education
University of California, Berkeley 1998 — 2000
BA, Interdisciplinary Studies: Political Science, History, and Literature
JPMorgan Chase January 2014 - Present
JPMorgan Chase April 2013 - January 2014
Bloomspot.com (Acquired by JPMorgan Chase in January 2013) July 2011 - April 2013
CCD Innovation June 2009 - July 2011
V1 Private Jets April 2008 - June 2009
The Shemano Group December 2001 - April 2008
Skills
Enterprise Sales, Sales Management, Business Development, Sales Operations, Strategic Partnerships, Online Advertising, Digital Marketing
Education
University of California, Berkeley 1998 — 2000
BA, Interdisciplinary Studies: Political Science, History, and Literature
Ivan Kwan Ivan Kwan's The Shemano Group Experience October 2005 - April 2006
Job Settlement Accountant at Cubic
Industry Real Estate
Experience
Cubic November 2012 - Present
Cantrell, Harris and Associates January 2012 - November 2012
Cantrell, Harris and Assc. January 2008 - January 2012
The Shemano Group October 2005 - April 2006
LAC 2005 - 2006
Skills
Multilingual, Microsoft Office, Attention To Detail, Financial Accounting, Peachtree, Customer Service, Writing Skills, Analytical Abilities, Auditing, Financial Reporting, Analytical Skills, Account Reconciliation, Accounts Payable, Cost Accounting, Budgets, Payroll, Accounting, Analysis, Financial Analysis, General Ledger, Internal Controls, Microsoft Excel, Management
Education
University of California, Berkeley 2006 — 2008
Bachelors, Economics & an emphasis in Accounting.
Cubic November 2012 - Present
Cantrell, Harris and Associates January 2012 - November 2012
Cantrell, Harris and Assc. January 2008 - January 2012
The Shemano Group October 2005 - April 2006
LAC 2005 - 2006
Skills
Multilingual, Microsoft Office, Attention To Detail, Financial Accounting, Peachtree, Customer Service, Writing Skills, Analytical Abilities, Auditing, Financial Reporting, Analytical Skills, Account Reconciliation, Accounts Payable, Cost Accounting, Budgets, Payroll, Accounting, Analysis, Financial Analysis, General Ledger, Internal Controls, Microsoft Excel, Management
Education
University of California, Berkeley 2006 — 2008
Bachelors, Economics & an emphasis in Accounting.
Claudia Della Mora's The Shemano Group Experience October 2004 - May 2005
Job Investor and CEO at Black Legend Capital
Industry Investment Banking
Experience
Black Legend Capital December 2010 - Present
OFS Capital Group May 2010 - April 2012
THE BOHBOT FAMILY FOUNDATION April 2009 - December 2010
Partnership Capital Growth Advisors October 2008 - May 2010
Banc of America Securities August 2005 - October 2008
Hadley Partners, Inc. June 2005 - August 2005
The Shemano Group October 2004 - May 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Investments, Valuation, Joint Ventures, Entrepreneurship, Financial Structuring, Emerging Markets, Due Diligence, M&A experience, Banking, Analysis, Business Planning, LBO, Finance, Financial Accounting, Leadership, Project Finance, Corporate Development, Funding, Structured Finance, Derivatives, Trading, Start-ups, Fixed Income, Real Estate, Asset Managment, Energy, Strategic Financial..., Renewable Energy, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Restructuring, Financial Analysis, Management, Capital, Alternative Investments, Equities, Capital Markets, Investment Strategies, Financial Markets, Asset Management, Venture Capital, Portfolio Management, Investor Relations, IPO, DCF, Business Valuation
Education
Training The Street 2005 — 2005
NYC Investment Banking Training
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Economics, Business, Math
Citizenships: U.S.A. and E.U.
Black Legend Capital December 2010 - Present
OFS Capital Group May 2010 - April 2012
THE BOHBOT FAMILY FOUNDATION April 2009 - December 2010
Partnership Capital Growth Advisors October 2008 - May 2010
Banc of America Securities August 2005 - October 2008
Hadley Partners, Inc. June 2005 - August 2005
The Shemano Group October 2004 - May 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Investments, Valuation, Joint Ventures, Entrepreneurship, Financial Structuring, Emerging Markets, Due Diligence, M&A experience, Banking, Analysis, Business Planning, LBO, Finance, Financial Accounting, Leadership, Project Finance, Corporate Development, Funding, Structured Finance, Derivatives, Trading, Start-ups, Fixed Income, Real Estate, Asset Managment, Energy, Strategic Financial..., Renewable Energy, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Restructuring, Financial Analysis, Management, Capital, Alternative Investments, Equities, Capital Markets, Investment Strategies, Financial Markets, Asset Management, Venture Capital, Portfolio Management, Investor Relations, IPO, DCF, Business Valuation
Education
Training The Street 2005 — 2005
NYC Investment Banking Training
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Economics, Business, Math
Citizenships: U.S.A. and E.U.
Rich Wicker Rich Wicker's The Shemano Group Experience June 2003 - November 2005
Job Vice President, Institutional Equity Sales at Citi
Industry Capital Markets
Experience
Citi March 2011 - Present
KeyBanc Capital Markets November 2005 - March 2011
The Shemano Group June 2003 - November 2005
Skills
Series 7, Series 63, Bloomberg Terminal, Excel, Reuters, Thomson One, Great Plains Software, Thompson One, Finance, Bloomberg, Equities, Asset Management, Hedge Funds
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Investments & Financial Markets
University of Dayton 1997 — 2001
BA, Electronic Media
Citi March 2011 - Present
KeyBanc Capital Markets November 2005 - March 2011
The Shemano Group June 2003 - November 2005
Skills
Series 7, Series 63, Bloomberg Terminal, Excel, Reuters, Thomson One, Great Plains Software, Thompson One, Finance, Bloomberg, Equities, Asset Management, Hedge Funds
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Investments & Financial Markets
University of Dayton 1997 — 2001
BA, Electronic Media
Angel Cruz Angel Cruz's The Shemano Group Experience 2004 - 2008
Job Independent Consultant at WeLink Inc.
Industry Management Consulting
Experience
WeLink Inc. July 2015 - Present
Self-employed February 2010 - Present
WeLink Inc December 2013 - July 2015
Six Inc. DBA Club Six June 2001 - January 2013
V1 Jets International Inc. 2008 - 2010
The Shemano Group 2004 - 2008
AC Capital Group 2004 - 2008
Urban Solutions 2002 - 2008
Kirlin Securities 1998 - 2004
H.J. Meyers & Company 1992 - 1998
Skills
Business Development, Management, Leadership, Entrepreneurship, Sales, Social Media Marketing, Start-ups, Investments, Marketing Strategy, Advertising, Mergers & Acquisitions, New Business Development, Investment Banking, Small Business, Strategy, Strategic Partnerships, Business Strategy, Program Management, Event Management, Venture Capital, Sales Management, IPO, Private Placements, Securities, Private Equity, Executive Management, Financial Analysis, Coaching, Nonprofits, Business Planning, Management Consulting, Recruiting, Corporate Development, Inside Sales, Nightclub Management, Mentoring, SaaS
Education
Long Island University, C.W. Post Campus
WeLink Inc. July 2015 - Present
Self-employed February 2010 - Present
WeLink Inc December 2013 - July 2015
Six Inc. DBA Club Six June 2001 - January 2013
V1 Jets International Inc. 2008 - 2010
The Shemano Group 2004 - 2008
AC Capital Group 2004 - 2008
Urban Solutions 2002 - 2008
Kirlin Securities 1998 - 2004
H.J. Meyers & Company 1992 - 1998
Skills
Business Development, Management, Leadership, Entrepreneurship, Sales, Social Media Marketing, Start-ups, Investments, Marketing Strategy, Advertising, Mergers & Acquisitions, New Business Development, Investment Banking, Small Business, Strategy, Strategic Partnerships, Business Strategy, Program Management, Event Management, Venture Capital, Sales Management, IPO, Private Placements, Securities, Private Equity, Executive Management, Financial Analysis, Coaching, Nonprofits, Business Planning, Management Consulting, Recruiting, Corporate Development, Inside Sales, Nightclub Management, Mentoring, SaaS
Education
Long Island University, C.W. Post Campus
frank coady frank coady's The Shemano Group Experience October 2001 - July 2003
Job Internet Marketing Analyst
Industry Financial Services
Experience
Moneystreammaker.com January 2010 - Present
Malibucatering.com August 2005 - February 2011
The Shemano Group October 2001 - July 2003
Interfirst Capital August 1998 - February 2001
The Boston Group May 1996 - September 1998
Laidlaw Group, LLC July 1994 - April 1996
Skills
Blogging
Education
Joanne Barron D.W. Brown Studio 1990 — 1992
yes, Acting
The Loft 1986 — 1989
Acting Improv
Stella Addler 1985 — 1987
Acting Scene study Master Class
Lakehead University 1982 — 1984
yes, English Lit
Moneystreammaker.com January 2010 - Present
Malibucatering.com August 2005 - February 2011
The Shemano Group October 2001 - July 2003
Interfirst Capital August 1998 - February 2001
The Boston Group May 1996 - September 1998
Laidlaw Group, LLC July 1994 - April 1996
Skills
Blogging
Education
Joanne Barron D.W. Brown Studio 1990 — 1992
yes, Acting
The Loft 1986 — 1989
Acting Improv
Stella Addler 1985 — 1987
Acting Scene study Master Class
Lakehead University 1982 — 1984
yes, English Lit
June Huang, CPA June Huang, CPA's The Shemano Group Experience June 2005 - August 2005
Job Manager, Global Accounting Policy at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments August 2013 - Present
Deloitte & Touche September 2006 - August 2013
Apollo Group LLC-Brainchild Education August 2004 - August 2006
The Shemano Group June 2005 - August 2005
Apollo Group LLC-Brainchild Education August 2002 - August 2004
Skills
Financial Reporting, US GAAP, Internal Controls, Accounting, SEC filings, Auditing, Revenue Recognition, Finance, Financial Audits, External Audit, Sarbanes-Oxley Act, SEC Filings, Consolidation, Financial Analysis, Financial Accounting, GAAP
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments August 2013 - Present
Deloitte & Touche September 2006 - August 2013
Apollo Group LLC-Brainchild Education August 2004 - August 2006
The Shemano Group June 2005 - August 2005
Apollo Group LLC-Brainchild Education August 2002 - August 2004
Skills
Financial Reporting, US GAAP, Internal Controls, Accounting, SEC filings, Auditing, Revenue Recognition, Finance, Financial Audits, External Audit, Sarbanes-Oxley Act, SEC Filings, Consolidation, Financial Analysis, Financial Accounting, GAAP
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Economics
Alla Yakov-Collins Alla Yakov-Collins's The Shemano Group Experience May 2006 - August 2006
Job Controller at Standard Pacific Capital
Industry Financial Services
Experience
Standard Pacific Capital June 2015 - Present
Citco January 2008 - January 2015
Hathaway Dinwiddie June 2007 - August 2007
The Shemano Group May 2006 - August 2006
Skills
Bloomberg Terminal, Fund Administration, Hedge Funds, Fund Accounting, Alternative Investments, Equities, Bloomberg, Derivatives
Education
Music School
Classical Piano and Guitar
University of California, Berkeley
Bachelor’s Degree, Economics, Cum Laude
Standard Pacific Capital June 2015 - Present
Citco January 2008 - January 2015
Hathaway Dinwiddie June 2007 - August 2007
The Shemano Group May 2006 - August 2006
Skills
Bloomberg Terminal, Fund Administration, Hedge Funds, Fund Accounting, Alternative Investments, Equities, Bloomberg, Derivatives
Education
Music School
Classical Piano and Guitar
University of California, Berkeley
Bachelor’s Degree, Economics, Cum Laude
Yuriy Timen's The Shemano Group Experience 2004 - 2005
Job Growth Marketing | User Acquisition | Building Teams | Starter of Things For and Non Profit
Industry Internet
Experience
Grammarly January 2012 - Present
ConvertMe Media June 2011 - Present
Various Startups May 2012 - Present
eDatingInsider.com January 2011 - January 2012
Interactive Solutions Inc. (dba DriversEd.com) June 2010 - January 2012
LeadQual, LLC December 2008 - May 2010
Blue Horizon Equity January 2008 - December 2008
Merrill Lynch June 2007 - January 2008
The Shemano Group 2004 - 2005
Skills
SEO, SEM, Search Advertising, Organic Search, Affiliate Marketing, Social Media Marketing, Web Analytics, Landing Page..., Data Analysis, Google Adwords, MSN AdCenter, PPC, Affiliate Management, Mobile Search, Pay For Performance, A/B testing, Multivariate Testing, Online Marketing, Online Advertising, Google Analytics, Business Plan..., Business Plan Evaluation, Financial Analysis, Social Media, Link Building, SMO, E-commerce, Analytics, Digital Marketing, Lead Generation, Marketing Strategy, Conversion Optimization, Competitive Analysis, Keyword Research, Online Lead Generation, Digital Strategy, Online Branding, Direct Marketing, Google Webmaster Tools, Business Strategy, Facebook, Market Research, Customer Acquisition, Email Marketing, Customer Retention, Microsoft Excel, Atlassian JIRA, Display Advertising, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
B.S., Business Administration, Magna Cum Laude
University of California, Berkeley 2003 — 2007
B.A., Economics, Magna Cum Laude
Woodside International High School 1999 — 2003
Diploma
Grammarly January 2012 - Present
ConvertMe Media June 2011 - Present
Various Startups May 2012 - Present
eDatingInsider.com January 2011 - January 2012
Interactive Solutions Inc. (dba DriversEd.com) June 2010 - January 2012
LeadQual, LLC December 2008 - May 2010
Blue Horizon Equity January 2008 - December 2008
Merrill Lynch June 2007 - January 2008
The Shemano Group 2004 - 2005
Skills
SEO, SEM, Search Advertising, Organic Search, Affiliate Marketing, Social Media Marketing, Web Analytics, Landing Page..., Data Analysis, Google Adwords, MSN AdCenter, PPC, Affiliate Management, Mobile Search, Pay For Performance, A/B testing, Multivariate Testing, Online Marketing, Online Advertising, Google Analytics, Business Plan..., Business Plan Evaluation, Financial Analysis, Social Media, Link Building, SMO, E-commerce, Analytics, Digital Marketing, Lead Generation, Marketing Strategy, Conversion Optimization, Competitive Analysis, Keyword Research, Online Lead Generation, Digital Strategy, Online Branding, Direct Marketing, Google Webmaster Tools, Business Strategy, Facebook, Market Research, Customer Acquisition, Email Marketing, Customer Retention, Microsoft Excel, Atlassian JIRA, Display Advertising, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
B.S., Business Administration, Magna Cum Laude
University of California, Berkeley 2003 — 2007
B.A., Economics, Magna Cum Laude
Woodside International High School 1999 — 2003
Diploma
Andrew Masalin, CFA's The Shemano Group Experience June 2005 - August 2006
Job Vice President, Multi Asset Portfolio & Investment Consulting at BlackRock
Industry Financial Services
Experience
BlackRock October 2012 - Present
BlackRock December 2010 - September 2012
BlackRock August 2006 - November 2010
The Shemano Group June 2005 - August 2006
Skills
Series 7, ETFs, Mutual Funds, Investment Strategies, Bloomberg, Structured Products, Series 63, Financial Markets, Asset Management, Financial Analysis
Education
Haas School of Business, UC Berkeley 2013 — 2016
Master of Business Administration (MBA), Finance
University of California, Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Economics
Windham High School 1995 — 1999
Karinthy Frigyes Gimnazium, Budapest Hungary 1997 — 1998
Hungarian/Magyar Language and Literature
BlackRock October 2012 - Present
BlackRock December 2010 - September 2012
BlackRock August 2006 - November 2010
The Shemano Group June 2005 - August 2006
Skills
Series 7, ETFs, Mutual Funds, Investment Strategies, Bloomberg, Structured Products, Series 63, Financial Markets, Asset Management, Financial Analysis
Education
Haas School of Business, UC Berkeley 2013 — 2016
Master of Business Administration (MBA), Finance
University of California, Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Economics
Windham High School 1995 — 1999
Karinthy Frigyes Gimnazium, Budapest Hungary 1997 — 1998
Hungarian/Magyar Language and Literature
Michael Mendes, CSCP Michael Mendes, CSCP's The Shemano Group Experience September 2004 - April 2005
Job Supply Chain Manager at Redbubble
Industry Consumer Goods
Experience
Redbubble January 2015 - Present
Snapfish June 2011 - January 2015
Shutterfly November 2006 - June 2011
New United Motors Manufacturing, Inc (NUMMI) January 2006 - June 2006
The Shemano Group September 2004 - April 2005
Skills
Management, Forecasting, Accounting, Microsoft Excel, Business Planning, SAP, Training, Project Planning, Start-ups, Financial Analysis, Business Development, Inventory Management, Logistics, Finance, Analysis, Marketing, Strategy, Procurement, Continuous Improvement, Cross-functional Team..., Process Improvement
Education
California State University East Bay 2001 — 2006
2006
Redbubble January 2015 - Present
Snapfish June 2011 - January 2015
Shutterfly November 2006 - June 2011
New United Motors Manufacturing, Inc (NUMMI) January 2006 - June 2006
The Shemano Group September 2004 - April 2005
Skills
Management, Forecasting, Accounting, Microsoft Excel, Business Planning, SAP, Training, Project Planning, Start-ups, Financial Analysis, Business Development, Inventory Management, Logistics, Finance, Analysis, Marketing, Strategy, Procurement, Continuous Improvement, Cross-functional Team..., Process Improvement
Education
California State University East Bay 2001 — 2006
2006
Ram I.'s The Shemano Group Experience 2003 - 2005
Job Management Consultant at PricewaterhouseCoopers LLP
Industry Financial Services
Experience
PwC 2015 - Present
Safeway 2014 - 2014
Visa 2011 - 2013
Visa 2009 - 2011
Wells Fargo Securities 2008 - 2008
Wells Fargo Securities 2005 - 2008
Lehman Brothers 2005 - 2005
The Shemano Group 2003 - 2005
Hewlett-Packard 2002 - 2003
Skills
Payments, Marketing Strategy, Business Development, Partnership-building, Loyalty Marketing, Project Management, Strategy, Data Analytics, Credit Cards, Business Intelligence, Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Microsoft Excel, M&A analysis, Private Placements, PIPEs, Management
Education
Lancaster University
MS, Finance
Loyola College, India
B.Com, Commerce
PwC 2015 - Present
Safeway 2014 - 2014
Visa 2011 - 2013
Visa 2009 - 2011
Wells Fargo Securities 2008 - 2008
Wells Fargo Securities 2005 - 2008
Lehman Brothers 2005 - 2005
The Shemano Group 2003 - 2005
Hewlett-Packard 2002 - 2003
Skills
Payments, Marketing Strategy, Business Development, Partnership-building, Loyalty Marketing, Project Management, Strategy, Data Analytics, Credit Cards, Business Intelligence, Investment Banking, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Microsoft Excel, M&A analysis, Private Placements, PIPEs, Management
Education
Lancaster University
MS, Finance
Loyola College, India
B.Com, Commerce
Luke Wallace Luke Wallace's The Shemano Group Experience November 2004 - February 2005
Job Market Research Associate at Software Advice
Industry Design
Experience
California College of the Arts August 2012 - Present
Software Advice February 2015 - Present
Freelance Consultant and Contractor September 2013 - February 2014
Facebook April 2013 - September 2013
American Cancer Society January 2012 - March 2013
brand strategy and consulting November 2010 - May 2011
Mercedes-Benz Research and Development North America April 2008 - November 2010
CafePress Inc. 2007 - 2007
Monitor Group 2005 - 2007
The Shemano Group November 2004 - February 2005
Skills
Design Strategy, Qualitative Research, Ethnography, Design Thinking, Innovation Consulting, Consumer Research, Systems Thinking, Design Research, Secondary Research, Market Research, Strategy, Business Model..., Scenario Planning, Report Writing, Brand Development, Future Trends, Trendwatching, Public Speaking, Brand Development..., Visual Communication, Entrepreneurship, Research Design, Workshops, Rapid Prototyping, Marketing Strategy
Education
California College of the Arts 2012 — 2014
Master of Business Administration (MBA), Design Strategy MBA
Mills College 2003 — 2005
Graduate Certificate, Interdisciplinary Computer Science
Mills College 2000 — 2003
Bachelor of Arts (B.A.), Psychology Research
De Anza College 1996 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
California College of the Arts August 2012 - Present
Software Advice February 2015 - Present
Freelance Consultant and Contractor September 2013 - February 2014
Facebook April 2013 - September 2013
American Cancer Society January 2012 - March 2013
brand strategy and consulting November 2010 - May 2011
Mercedes-Benz Research and Development North America April 2008 - November 2010
CafePress Inc. 2007 - 2007
Monitor Group 2005 - 2007
The Shemano Group November 2004 - February 2005
Skills
Design Strategy, Qualitative Research, Ethnography, Design Thinking, Innovation Consulting, Consumer Research, Systems Thinking, Design Research, Secondary Research, Market Research, Strategy, Business Model..., Scenario Planning, Report Writing, Brand Development, Future Trends, Trendwatching, Public Speaking, Brand Development..., Visual Communication, Entrepreneurship, Research Design, Workshops, Rapid Prototyping, Marketing Strategy
Education
California College of the Arts 2012 — 2014
Master of Business Administration (MBA), Design Strategy MBA
Mills College 2003 — 2005
Graduate Certificate, Interdisciplinary Computer Science
Mills College 2000 — 2003
Bachelor of Arts (B.A.), Psychology Research
De Anza College 1996 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Lian Shen Lian Shen's The Shemano Group Experience March 2006 - February 2007
Job Financial Analyst at TSMC
Industry Financial Services
Experience
TSMC October 2013 - Present
Happy Silicon Valley Capital Management June 2011 - July 2013
NASA Ames Research Center June 2008 - July 2011
The Shemano Group March 2006 - February 2007
Skills
Budgeting, Investments, Financial Reporting, Financial Analysis, Mandarin, Excel, Corporate Finance, Microsoft Office, Budgets, Financial Modeling, Analysis, Mergers & Acquisitions, Due Diligence, Process Improvement, Finance, Valuation, Accounting, Private Equity, Market Research, Data Analysis
Education
University of Southern California - Marshall School of Business 2011 — 2013
Finance, General
University of California, San Diego 2002 — 2006
BA, Economics
De Anza College
Associate of Arts (A.A.), Accounting
TSMC October 2013 - Present
Happy Silicon Valley Capital Management June 2011 - July 2013
NASA Ames Research Center June 2008 - July 2011
The Shemano Group March 2006 - February 2007
Skills
Budgeting, Investments, Financial Reporting, Financial Analysis, Mandarin, Excel, Corporate Finance, Microsoft Office, Budgets, Financial Modeling, Analysis, Mergers & Acquisitions, Due Diligence, Process Improvement, Finance, Valuation, Accounting, Private Equity, Market Research, Data Analysis
Education
University of Southern California - Marshall School of Business 2011 — 2013
Finance, General
University of California, San Diego 2002 — 2006
BA, Economics
De Anza College
Associate of Arts (A.A.), Accounting
Randy Roach Randy Roach's The Shemano Group Experience December 2006 - October 2007
Job Enrollment & Student Services Data and Systems Operations Analys at Samuel Merritt University
Industry Research
Experience
Samuel Merritt University September 2015 - Present
Heald College July 2013 - May 2015
The Channel Checkers March 2008 - July 2013
The Shemano Group December 2006 - October 2007
United States Marine Corps January 1999 - January 2003
Skills
Data Analysis, Research, Excel, Microsoft Office, PowerPoint, Market Research, SQL, Surveying, Project Management, Communication, Statistics, Financial Analysis, Team Leadership, Leadership, Management, Public Speaking, Analysis, Higher Education, Customer Service, Microsoft Excel
Education
Northwestern University 2012 — 2014
Master of Science (MS), Predictive Analytics, Graduate
University of San Francisco 2005 — 2007
Bachelors of Arts, Economics; Financial Economics
Samuel Merritt University September 2015 - Present
Heald College July 2013 - May 2015
The Channel Checkers March 2008 - July 2013
The Shemano Group December 2006 - October 2007
United States Marine Corps January 1999 - January 2003
Skills
Data Analysis, Research, Excel, Microsoft Office, PowerPoint, Market Research, SQL, Surveying, Project Management, Communication, Statistics, Financial Analysis, Team Leadership, Leadership, Management, Public Speaking, Analysis, Higher Education, Customer Service, Microsoft Excel
Education
Northwestern University 2012 — 2014
Master of Science (MS), Predictive Analytics, Graduate
University of San Francisco 2005 — 2007
Bachelors of Arts, Economics; Financial Economics
Bhavik Gandhi Bhavik Gandhi's The Shemano Group Experience June 2006 - August 2006
Job MBA Candidate at Harvard Business School (Class of 2017)
Industry Computer Software
Experience
SurveyMonkey January 2014 - June 2015
Yammer, Inc. May 2013 - January 2014
Yammer, Inc. 2012 - April 2013
The Alexander Group September 2012 - October 2012
The Alexander Group March 2011 - September 2012
Harbor Research 2009 - March 2011
Mercer May 2007 - August 2007
The Shemano Group June 2006 - August 2006
San Francisco Center for Economic Development May 2006 - June 2006
Skills
Financial Modeling, PowerPoint, Strategic Analysis, Business Strategy, Excel, Strategic Planning, Data Analysis, Management Consulting, Business Analysis, Business Planning, Strategy Development, Change Management, Competitive Analysis, Business Intelligence, Analytics, Sales Operations, Sales Management, Sales Process, Sales Strategy, Business Operations, Sales Analysis, Strategy, Marketing Strategy, Microsoft Excel, Forecasting, Program Management, Business Development, CRM, Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California
BA, Economics
The London School of Economics and Political Science (LSE)
General Course
University of California, Los Angeles
Lick Wilmerding High School
High School Diploma
SurveyMonkey January 2014 - June 2015
Yammer, Inc. May 2013 - January 2014
Yammer, Inc. 2012 - April 2013
The Alexander Group September 2012 - October 2012
The Alexander Group March 2011 - September 2012
Harbor Research 2009 - March 2011
Mercer May 2007 - August 2007
The Shemano Group June 2006 - August 2006
San Francisco Center for Economic Development May 2006 - June 2006
Skills
Financial Modeling, PowerPoint, Strategic Analysis, Business Strategy, Excel, Strategic Planning, Data Analysis, Management Consulting, Business Analysis, Business Planning, Strategy Development, Change Management, Competitive Analysis, Business Intelligence, Analytics, Sales Operations, Sales Management, Sales Process, Sales Strategy, Business Operations, Sales Analysis, Strategy, Marketing Strategy, Microsoft Excel, Forecasting, Program Management, Business Development, CRM, Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California
BA, Economics
The London School of Economics and Political Science (LSE)
General Course
University of California, Los Angeles
Lick Wilmerding High School
High School Diploma
Michelle Mak's The Shemano Group Experience September 2005 - April 2008
Job Head of Business Development at Trackin
Industry Food & Beverages
Experience
Trackin June 2015 - Present
Gatherly.IO January 2015 - June 2015
Chewse September 2014 - January 2015
CCD Innovation December 2009 - September 2014
Yelp.com May 2009 - December 2009
V1 Jets International April 2008 - April 2009
The Shemano Group September 2005 - April 2008
Skills
Marketing Strategy, Market Research, Social Media Marketing, Marketing, Competitive Analysis, Social Media, Online Advertising, Customer Insight, Integrated Marketing, Marketing Research, Email Marketing, Marketing Communications, Retail, Management, Lead Generation, Strategic Planning, Account Management, Advertising, Analytics, Sales, Product Development, Business Strategy, Brand Management, Business Development, Strategy, Market Analysis
Education
San Francisco State University 2000 — 2005
Business
Trackin June 2015 - Present
Gatherly.IO January 2015 - June 2015
Chewse September 2014 - January 2015
CCD Innovation December 2009 - September 2014
Yelp.com May 2009 - December 2009
V1 Jets International April 2008 - April 2009
The Shemano Group September 2005 - April 2008
Skills
Marketing Strategy, Market Research, Social Media Marketing, Marketing, Competitive Analysis, Social Media, Online Advertising, Customer Insight, Integrated Marketing, Marketing Research, Email Marketing, Marketing Communications, Retail, Management, Lead Generation, Strategic Planning, Account Management, Advertising, Analytics, Sales, Product Development, Business Strategy, Brand Management, Business Development, Strategy, Market Analysis
Education
San Francisco State University 2000 — 2005
Business
Daniel Ebrahemi Daniel Ebrahemi's The Shemano Group Experience January 2005 - October 2005
Job Realtor at Intero Real Estate Services
Industry Real Estate
Experience
Intero Real Estate Services January 2008 - Present
Intero Real Estate Services, Los Altos 2002 - 2012
The Shemano Group January 2005 - October 2005
Skills
Windows, PowerPoint, Microsoft Excel, Mountain Biking, Music, Gym, Friendliness, Single Family Homes, Wine, Travel
Education
UC Santa Cruz 2003 — 2007
Economics, Spanish, Business/Managerial Economics
Leigh High School
Intero Real Estate Services January 2008 - Present
Intero Real Estate Services, Los Altos 2002 - 2012
The Shemano Group January 2005 - October 2005
Skills
Windows, PowerPoint, Microsoft Excel, Mountain Biking, Music, Gym, Friendliness, Single Family Homes, Wine, Travel
Education
UC Santa Cruz 2003 — 2007
Economics, Spanish, Business/Managerial Economics
Leigh High School
Aga Rahman's The Shemano Group Experience March 2005 - August 2005
Job Sr. Risk Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Bank of the West July 2014 - November 2014
Bank of the West April 2013 - June 2014
Wells Fargo August 2012 - March 2013
Wells Fargo March 2010 - August 2012
Wells Fargo March 2007 - February 2010
Wells Fargo September 2005 - February 2007
The Shemano Group March 2005 - August 2005
Portola Packaging June 1999 - July 2000
Kitterman Plastics January 1999 - May 1999
Skills
Hyperion Planning, Excel, Access, SQL Server Management..., Visual Basic, PowerPoint, Financial Reporting, Financial Modeling, Financial Analysis, Variance Analysis, Forecasting, Budgeting, Financial Planning, Strategic Financial..., Investments, Management, Microsoft Excel
Education
San Francisco State University, College of Business 2003 — 2005
MBA
Pittsburg State University 1995 — 1998
BS
Wells Fargo December 2014 - Present
Bank of the West July 2014 - November 2014
Bank of the West April 2013 - June 2014
Wells Fargo August 2012 - March 2013
Wells Fargo March 2010 - August 2012
Wells Fargo March 2007 - February 2010
Wells Fargo September 2005 - February 2007
The Shemano Group March 2005 - August 2005
Portola Packaging June 1999 - July 2000
Kitterman Plastics January 1999 - May 1999
Skills
Hyperion Planning, Excel, Access, SQL Server Management..., Visual Basic, PowerPoint, Financial Reporting, Financial Modeling, Financial Analysis, Variance Analysis, Forecasting, Budgeting, Financial Planning, Strategic Financial..., Investments, Management, Microsoft Excel
Education
San Francisco State University, College of Business 2003 — 2005
MBA
Pittsburg State University 1995 — 1998
BS
Anria Billavara's The Shemano Group Experience January 2006 - August 2006
Job Senior Solr Consultant at Innovent Solutions
Industry Computer Software
Experience
Innovent Solutions June 2012 - Present
Adobe Systems January 2009 - July 2012
AB-STeam August 2007 - December 2008
Prompt Technologies December 2006 - August 2007
The Shemano Group January 2006 - August 2006
Retalix January 2001 - September 2001
Commtouch Ltd. August 1998 - September 2000
Skills
Solr, Lucene, Magento, Google Commerce Search, Google Analytics, JavaScript, Java, HTML, CSS, XML, Perl, Customer Relations, Windows, SQL, Programming, MySQL, J2EE, JSP, SaaS, Excel, Eclipse, Microsoft Excel, Adobe Search & Promote, PHP, Apache, C, Web Development, ASP, Architecture, Business Intelligence, Linux, Customer Service, Open Source, Databases, Java Enterprise Edition, Analytics, Web Applications, Tomcat, AJAX, Software Development, Object Oriented Design, REST, CMS, Mobile Applications, Agile Methodologies, SOAP, JSON, Distributed Systems, Architectures
Education
San Francisco State University 2005 — 2006
BSc - Cum Laude
De Anza College 2003 — 2004
AA
San Francisco State University
MBA
Innovent Solutions June 2012 - Present
Adobe Systems January 2009 - July 2012
AB-STeam August 2007 - December 2008
Prompt Technologies December 2006 - August 2007
The Shemano Group January 2006 - August 2006
Retalix January 2001 - September 2001
Commtouch Ltd. August 1998 - September 2000
Skills
Solr, Lucene, Magento, Google Commerce Search, Google Analytics, JavaScript, Java, HTML, CSS, XML, Perl, Customer Relations, Windows, SQL, Programming, MySQL, J2EE, JSP, SaaS, Excel, Eclipse, Microsoft Excel, Adobe Search & Promote, PHP, Apache, C, Web Development, ASP, Architecture, Business Intelligence, Linux, Customer Service, Open Source, Databases, Java Enterprise Edition, Analytics, Web Applications, Tomcat, AJAX, Software Development, Object Oriented Design, REST, CMS, Mobile Applications, Agile Methodologies, SOAP, JSON, Distributed Systems, Architectures
Education
San Francisco State University 2005 — 2006
BSc - Cum Laude
De Anza College 2003 — 2004
AA
San Francisco State University
MBA
Terrence Cush's The Shemano Group Experience February 2006 - October 2009
Job Corporate Development & Strategy at Yahoo!
Industry Internet
Experience
Yahoo! March 2012 - Present
Deloitte November 2010 - March 2012
The Shemano Group February 2006 - October 2009
The Shemano Group August 2003 - January 2006
Skills
Corporate Development, Mergers & Acquisitions, Strategy, Investment Banking, Venture Capital, Private Equity, Management Consulting, Investments, Acquisition Integration, Corporate Strategy, Cross-functional Team..., Consumer, Technology, Business Strategy
Education
Syracuse University 1999 — 2003
Bachelor of Science, Finance, Entrepreneurship and Emerging Enterprises, Economics
Cornell University 2009 — 2009
Certificate in Financial Management, Operational and Financial Strategy
Yahoo! March 2012 - Present
Deloitte November 2010 - March 2012
The Shemano Group February 2006 - October 2009
The Shemano Group August 2003 - January 2006
Skills
Corporate Development, Mergers & Acquisitions, Strategy, Investment Banking, Venture Capital, Private Equity, Management Consulting, Investments, Acquisition Integration, Corporate Strategy, Cross-functional Team..., Consumer, Technology, Business Strategy
Education
Syracuse University 1999 — 2003
Bachelor of Science, Finance, Entrepreneurship and Emerging Enterprises, Economics
Cornell University 2009 — 2009
Certificate in Financial Management, Operational and Financial Strategy
Luba Sokolova's The Shemano Group Experience March 2006 - September 2006
Job Senior Analyst at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard Enterprise August 2015 - Present
Duff & Phelps May 2013 - Present
HTC Financial Solutions January 2013 - May 2013
Duff and Phelps November 2006 - January 2008
The Shemano Group March 2006 - September 2006
Performance, Research and Design Hedge Fund March 2005 - June 2005
Publications of National Association of Securities Dealers Journal, Moscow, Russia January 1999 - 2001
Investments in Russia Journal, Moscow, Russia 1997 - 1999
Skills
Business Valuation, Valuation, Financial Analysis, Financial Modeling, Quantitative Finance, Economics, Financial Markets, Corporate Finance, Derivatives, Statistics, Accounting, Investment Banking, Finance, Securities, Financial Risk, Investments
Education
University of California, Santa Cruz 2004 — 2006
MS, Applied Economics and Finance
Moscow State University of Economics, Statistics and Informatics (MESI) 1992 — 1997
BA, MA, International Economics
Hewlett-Packard Enterprise August 2015 - Present
Duff & Phelps May 2013 - Present
HTC Financial Solutions January 2013 - May 2013
Duff and Phelps November 2006 - January 2008
The Shemano Group March 2006 - September 2006
Performance, Research and Design Hedge Fund March 2005 - June 2005
Publications of National Association of Securities Dealers Journal, Moscow, Russia January 1999 - 2001
Investments in Russia Journal, Moscow, Russia 1997 - 1999
Skills
Business Valuation, Valuation, Financial Analysis, Financial Modeling, Quantitative Finance, Economics, Financial Markets, Corporate Finance, Derivatives, Statistics, Accounting, Investment Banking, Finance, Securities, Financial Risk, Investments
Education
University of California, Santa Cruz 2004 — 2006
MS, Applied Economics and Finance
Moscow State University of Economics, Statistics and Informatics (MESI) 1992 — 1997
BA, MA, International Economics
Mark Lamb's The Shemano Group Experience 2002 - 2008
Job Senior Financial Consultant at Financial West Group
Industry Financial Services
Experience
Financial West Group June 2008 - Present
The Shemano Group 2002 - 2008
Well Fargo Advisors 2000 - 2001
Van Kasper & Co 1997 - 2000
Kidder Peabody 1994 - 1996
Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Skills
Wealth Management, Hedge Funds, Series 7, Investments, Finance, Private Equity, Risk Management, Strategic Planning, Series 63, Securities, Equities
Education
University of California, Santa Barbara 1980 — 1985
BA Business Economics, Finance
Financial West Group June 2008 - Present
The Shemano Group 2002 - 2008
Well Fargo Advisors 2000 - 2001
Van Kasper & Co 1997 - 2000
Kidder Peabody 1994 - 1996
Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Skills
Wealth Management, Hedge Funds, Series 7, Investments, Finance, Private Equity, Risk Management, Strategic Planning, Series 63, Securities, Equities
Education
University of California, Santa Barbara 1980 — 1985
BA Business Economics, Finance
Maziar Minoui's The Shemano Group Experience June 2006 - August 2006
Job Salesforce Administrator at FinancialForce.com
Industry Marketing and Advertising
Experience
FinancialForce.com February 2015 - Present
Wind River May 2014 - January 2015
Exponential October 2010 - May 2014
Tribal Fusion October 2010 - March 2012
TierOne Marketing October 2009 - September 2010
TierOne Marketing May 2009 - October 2009
LoopNet December 2007 - December 2008
United Shipping Solutions June 2007 - December 2007
The Shemano Group June 2006 - August 2006
Skills
Salesforce.com, Sales, Sales Operations, Market Research, Digital Media, Email Marketing, Certified Salesforce..., Certified..., Salesforce.com..., Salesforce Training, Salesforce.com System..., Salesforce.com Certified, CRM, SaaS, Dataload, APIs, Apex Data Loader, Data Management, Force.com, Photography, Lightroom
Education
San Francisco State University, College of Business 2004 — 2007
Bachelor of Science, Business Administration - Marketing
Monte Vista High School
New York Institute of Photgraphy
FinancialForce.com February 2015 - Present
Wind River May 2014 - January 2015
Exponential October 2010 - May 2014
Tribal Fusion October 2010 - March 2012
TierOne Marketing October 2009 - September 2010
TierOne Marketing May 2009 - October 2009
LoopNet December 2007 - December 2008
United Shipping Solutions June 2007 - December 2007
The Shemano Group June 2006 - August 2006
Skills
Salesforce.com, Sales, Sales Operations, Market Research, Digital Media, Email Marketing, Certified Salesforce..., Certified..., Salesforce.com..., Salesforce Training, Salesforce.com System..., Salesforce.com Certified, CRM, SaaS, Dataload, APIs, Apex Data Loader, Data Management, Force.com, Photography, Lightroom
Education
San Francisco State University, College of Business 2004 — 2007
Bachelor of Science, Business Administration - Marketing
Monte Vista High School
New York Institute of Photgraphy
Jon R. King's The Shemano Group Experience December 2002 - September 2003
Job Career Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
Global Crown Capital January 2006 - October 2006
Diamond Research Group February 2005 - August 2005
Sterling Financial Investment Group July 2004 - October 2004
The Shemano Group December 2002 - September 2003
Hotovec, Pomeranz & Co May 2000 - December 2002
Merrill Lynch April 1997 - October 1999
Skills
FINRA-licensed Series..., Equities, Securities, Series 63, Investments, Series 65, Mutual Funds, Hedge Funds, Series 24, Fixed Income, Trading, Alternative Investments, Asset Allocation, Equity Trading, Equity Research
Education
Stanford University
Dual BA degrees, Psychology and English
Morgan Stanley April 2008 - Present
Global Crown Capital January 2006 - October 2006
Diamond Research Group February 2005 - August 2005
Sterling Financial Investment Group July 2004 - October 2004
The Shemano Group December 2002 - September 2003
Hotovec, Pomeranz & Co May 2000 - December 2002
Merrill Lynch April 1997 - October 1999
Skills
FINRA-licensed Series..., Equities, Securities, Series 63, Investments, Series 65, Mutual Funds, Hedge Funds, Series 24, Fixed Income, Trading, Alternative Investments, Asset Allocation, Equity Trading, Equity Research
Education
Stanford University
Dual BA degrees, Psychology and English
Tewabtch Belete's The Shemano Group Experience February 2006 - August 2006
Job Business Developer
Industry Internet
Experience
PwC January 2010 - February 2013
PwC January 2009 - March 2009
University of San Francisco January 2008 - May 2008
The Shemano Group February 2006 - August 2006
Skills
Financial Analysis
Education
University of San Francisco - Masagung Graduate School of Management 2006 — 2008
Master of Business Administration (MBA)
University of San Francisco 2000 — 2005
Bachelor of Science (BS), Accounting and Finance
PwC January 2010 - February 2013
PwC January 2009 - March 2009
University of San Francisco January 2008 - May 2008
The Shemano Group February 2006 - August 2006
Skills
Financial Analysis
Education
University of San Francisco - Masagung Graduate School of Management 2006 — 2008
Master of Business Administration (MBA)
University of San Francisco 2000 — 2005
Bachelor of Science (BS), Accounting and Finance
Pamela Fong's The Shemano Group Experience December 2007 - May 2008
Job Director, Wells Fargo Securities/Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Pochang Mike Chen's The Shemano Group Experience 2007 - 2007
Job enabling "accountbased" business processes for Salesforce & Marketing Automation
Industry Computer Software
Experience
LeanData, Inc. 2014 - Present
Jive Software 2012 - 2014
Trubates 2010 - 2012
Crown Acquisitions 2009 - 2010
UC Irvine 2007 - 2008
The Shemano Group 2007 - 2007
Skills
Lead Generation, SaaS, CRM, Salesforce.com, Social Business, Sales, Enterprise Software, Social Software, Account Management, Social Media, Business Development, Social Collaboration, Start-ups, Consultative Selling, Sales Operations, Leadership, Selling, Customer Service, CRM software, Teamwork, Product Marketing, Cross-functional Team..., Positive Work..., Enterprise SaaS, Mandarin, Strategic Partnerships, Strategy, Market Research, Sales Management, Solution Selling, Demand Generation, Mobile Devices, Cloud Computing, Analytics, Professional Services, Direct Sales, Sales Process, E-commerce, Sales Enablement, Analysis, Advertising, Woodworking, Bartending
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Lynbrook High School
LeanData, Inc. 2014 - Present
Jive Software 2012 - 2014
Trubates 2010 - 2012
Crown Acquisitions 2009 - 2010
UC Irvine 2007 - 2008
The Shemano Group 2007 - 2007
Skills
Lead Generation, SaaS, CRM, Salesforce.com, Social Business, Sales, Enterprise Software, Social Software, Account Management, Social Media, Business Development, Social Collaboration, Start-ups, Consultative Selling, Sales Operations, Leadership, Selling, Customer Service, CRM software, Teamwork, Product Marketing, Cross-functional Team..., Positive Work..., Enterprise SaaS, Mandarin, Strategic Partnerships, Strategy, Market Research, Sales Management, Solution Selling, Demand Generation, Mobile Devices, Cloud Computing, Analytics, Professional Services, Direct Sales, Sales Process, E-commerce, Sales Enablement, Analysis, Advertising, Woodworking, Bartending
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Lynbrook High School
John Silberman's The Shemano Group Experience September 1995 - March 2006
Job Senior Financial Consultant
Industry Financial Services
Experience
Financial West Group March 2012 - Present
Wunderlich Securities July 2010 - March 2012
Jesup & Lamont March 2006 - July 2010
The Shemano Group September 1995 - March 2006
Education
University of Michigan 1984 — 1988
BA, History
Financial West Group March 2012 - Present
Wunderlich Securities July 2010 - March 2012
Jesup & Lamont March 2006 - July 2010
The Shemano Group September 1995 - March 2006
Education
University of Michigan 1984 — 1988
BA, History
Hamlet Abaya's The Shemano Group Experience June 2006 - August 2006
Job Professional in the Big Data Industry
Industry Information Technology and Services
Experience
Quid May 2014 - November 2014
Quid October 2013 - May 2014
Quid June 2012 - October 2013
Quid September 2010 - June 2012
Plover LLC August 2010 - November 2010
Miceli Financial Partners September 2009 - January 2010
Stanford University, Avery Aquatics Center September 2004 - June 2007
The Shemano Group June 2006 - August 2006
Hayward Area Recreation and Park District June 2003 - August 2006
Hayward Area Recreation and Park District June 2001 - August 2006
Skills
Data Analysis, Research, Financial Modeling, Due Diligence, Analytics, Financial Analysis, SQL, Data Mining, Statistics, Data Visualization, Statistical Modeling, Python, Project Management, Start-ups, Leadership, Entrepreneurship
Education
Stanford University 2003 — 2007
B.A., Economics, International Relations
Quid May 2014 - November 2014
Quid October 2013 - May 2014
Quid June 2012 - October 2013
Quid September 2010 - June 2012
Plover LLC August 2010 - November 2010
Miceli Financial Partners September 2009 - January 2010
Stanford University, Avery Aquatics Center September 2004 - June 2007
The Shemano Group June 2006 - August 2006
Hayward Area Recreation and Park District June 2003 - August 2006
Hayward Area Recreation and Park District June 2001 - August 2006
Skills
Data Analysis, Research, Financial Modeling, Due Diligence, Analytics, Financial Analysis, SQL, Data Mining, Statistics, Data Visualization, Statistical Modeling, Python, Project Management, Start-ups, Leadership, Entrepreneurship
Education
Stanford University 2003 — 2007
B.A., Economics, International Relations
Nicholas Farguson's The Shemano Group Experience June 2006 - September 2006
Job FX Senior Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo Securities March 2010 - October 2013
Wells Fargo Audit Security July 2007 - March 2010
The Shemano Group June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Banking, Bloomberg, Foreign Exchange, Equities, Microsoft Office, Business Analysis, Investments, Asset Management, Portfolio Management, Capital Markets, FX Options, Cash Flow, Hedging, Trading, Visual Basic, General Ledger, E-commerce, Sales, SQL, PnL Management, Consolidated Financial..., Financial Accounting, Cash Flow Analysis, Alternative Investments, Municipal Bonds, Hedge Accounting, FAS 133, Financial Reporting, Oracle, Calypso, Derivatives, Swaps, VBA, Strategic Financial..., Interest Rate Swaps, Essbase
Education
Santa Clara University 2003 — 2007
BS in Commerce, Finance with an emphasis in Accounting
New York Institute of Finance
Training the Street
Wells Fargo October 2013 - Present
Wells Fargo Securities March 2010 - October 2013
Wells Fargo Audit Security July 2007 - March 2010
The Shemano Group June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Banking, Bloomberg, Foreign Exchange, Equities, Microsoft Office, Business Analysis, Investments, Asset Management, Portfolio Management, Capital Markets, FX Options, Cash Flow, Hedging, Trading, Visual Basic, General Ledger, E-commerce, Sales, SQL, PnL Management, Consolidated Financial..., Financial Accounting, Cash Flow Analysis, Alternative Investments, Municipal Bonds, Hedge Accounting, FAS 133, Financial Reporting, Oracle, Calypso, Derivatives, Swaps, VBA, Strategic Financial..., Interest Rate Swaps, Essbase
Education
Santa Clara University 2003 — 2007
BS in Commerce, Finance with an emphasis in Accounting
New York Institute of Finance
Training the Street
Calvin Yam's The Shemano Group Experience July 2005 - March 2006
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo March 2014 - August 2014
Citi 2009 - January 2013
Wells Fargo October 2008 - January 2009
Wells Fargo April 2008 - July 2008
The Shemano Group July 2005 - March 2006
Skills
Investments, Equities, Analysis, Financial Reporting, Due Diligence
Education
San Francisco State University
Bachelor of Business Administration (BBA), Financial Services, Corporate Finance
Wells Fargo March 2014 - August 2014
Citi 2009 - January 2013
Wells Fargo October 2008 - January 2009
Wells Fargo April 2008 - July 2008
The Shemano Group July 2005 - March 2006
Skills
Investments, Equities, Analysis, Financial Reporting, Due Diligence
Education
San Francisco State University
Bachelor of Business Administration (BBA), Financial Services, Corporate Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY