ThinkEquity Partners
Industry: Investment banking company
DescriptionThinkEquity LLC was a U.S. investment banking firm owned by Peter Donovan, based in San Francisco, California. ThinkEquity was founded in 2001 by Michael T. Moe and Deborah H. Quazzo as a growth focused research-centric investment bank. Headquarters: San Francisco, CA Founded: 2001 Parent organization: Panmure Gordon & Co. Subsidiary: ThinkWealth Management
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ThinkEquity Partners Employees
Employee
Years
Job
Industry
Eric Martinuzzi Eric Martinuzzi's ThinkEquity Partners Experience 2001 - 2002
Job Equity Research Analyst Technology
Industry Financial Services
Experience
Lake Street Capital Markets, LLC May 2012 - Present
Craig-Hallum Capital Group 2002 - 2012
ThinkEquity Partners 2001 - 2002
Piper Jaffray 2000 - 2001
Skills
Equity Research, Sell Side, Chartered Financial..., Valuation, Hedge Funds, Equities, Financial Modeling, Investment Banking, Private Equity, Equity Valuation, Series 7, Series 24, FINOP, FINRA, Venture Capital, M&A experience, Corporate Development, Corporate Finance, Portfolio Management, Investments, Due Diligence, Financial Analysis, Mergers
Education
United States Naval Academy
BS
University of Pennsylvania - The Wharton School
MBA
Lake Street Capital Markets, LLC May 2012 - Present
Craig-Hallum Capital Group 2002 - 2012
ThinkEquity Partners 2001 - 2002
Piper Jaffray 2000 - 2001
Skills
Equity Research, Sell Side, Chartered Financial..., Valuation, Hedge Funds, Equities, Financial Modeling, Investment Banking, Private Equity, Equity Valuation, Series 7, Series 24, FINOP, FINRA, Venture Capital, M&A experience, Corporate Development, Corporate Finance, Portfolio Management, Investments, Due Diligence, Financial Analysis, Mergers
Education
United States Naval Academy
BS
University of Pennsylvania - The Wharton School
MBA
Vinny Jindal Vinny Jindal's ThinkEquity Partners Experience January 2006 - July 2007
Job President and CEO at Quikflo Health
Industry Medical Devices
Experience
Caliber Corporate Advisers September 2015 - Present
Quikflo Health September 2015 - Present
NIRI Los Angeles April 2014 - September 2015
Stockr February 2010 - September 2014
Boston Millennia Partners August 2007 - February 2008
ThinkEquity Partners January 2006 - July 2007
Wedbush Morgan Securities January 2005 - January 2006
Lehman Brothers February 2001 - June 2002
Skills
Venture Capital, Entrepreneurship, Valuation, Due Diligence, Management, Start-ups, Biotechnology, Financial Modeling, Business Strategy, Equity Research, Mergers & Acquisitions, Investor Relations, Private Equity, Licensing, Strategy, Corporate Finance, Lifesciences, Investments, Market Research, M&A experience, Business Development, Mergers, Leadership, Strategic Planning, Pharmaceutical Industry, Emerging Markets
Education
Cornell University 2003 — 2005
M.S., Pharmacology
University of California, Berkeley 1999 — 2001
M.A., Endocrinology
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Caliber Corporate Advisers September 2015 - Present
Quikflo Health September 2015 - Present
NIRI Los Angeles April 2014 - September 2015
Stockr February 2010 - September 2014
Boston Millennia Partners August 2007 - February 2008
ThinkEquity Partners January 2006 - July 2007
Wedbush Morgan Securities January 2005 - January 2006
Lehman Brothers February 2001 - June 2002
Skills
Venture Capital, Entrepreneurship, Valuation, Due Diligence, Management, Start-ups, Biotechnology, Financial Modeling, Business Strategy, Equity Research, Mergers & Acquisitions, Investor Relations, Private Equity, Licensing, Strategy, Corporate Finance, Lifesciences, Investments, Market Research, M&A experience, Business Development, Mergers, Leadership, Strategic Planning, Pharmaceutical Industry, Emerging Markets
Education
Cornell University 2003 — 2005
M.S., Pharmacology
University of California, Berkeley 1999 — 2001
M.A., Endocrinology
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Luben Pampoulov Luben Pampoulov's ThinkEquity Partners Experience July 2006 - September 2006
Job Cofounder + Partner at GSV Asset Management
Industry Investment Management
Experience
GSV Capital Corp. April 2011 - Present
GSV Asset Management July 2010 - Present
GSVAdvisors LLC October 2008 - July 2010
ThinkEquity February 2007 - September 2008
ThinkEquity Partners July 2006 - September 2006
ATP Tour, Inc. June 2000 - March 2003
Skills
Investments, SaaS, Venture Capital, Private Equity, Cloud Computing, Valuation, Private Placements, Investment Banking, Corporate Development, Financial Modeling, Corporate Finance, Equity Research, Mergers, Equities, Deal Sourcing, Alternative Investments, IPO, Mergers, Start-ups
Education
University of California, Los Angeles 2003 — 2006
BS, International Economics
GSV Capital Corp. April 2011 - Present
GSV Asset Management July 2010 - Present
GSVAdvisors LLC October 2008 - July 2010
ThinkEquity February 2007 - September 2008
ThinkEquity Partners July 2006 - September 2006
ATP Tour, Inc. June 2000 - March 2003
Skills
Investments, SaaS, Venture Capital, Private Equity, Cloud Computing, Valuation, Private Placements, Investment Banking, Corporate Development, Financial Modeling, Corporate Finance, Equity Research, Mergers, Equities, Deal Sourcing, Alternative Investments, IPO, Mergers, Start-ups
Education
University of California, Los Angeles 2003 — 2006
BS, International Economics
Eric Kainer Eric Kainer's ThinkEquity Partners Experience 2006 - 2009
Job Board Member at Aquetong Mills
Industry Computer Software
Experience
Aquetong Mills 2013 - Present
Syoti Group 2002 - Present
TerraNova Capital Partners 2009 - 2011
ThinkEquity Partners 2006 - 2009
Needham & Company 2004 - 2006
Sellsonic eCommerce 2001 - 2002
Lucent - Major Account Sales 1998 - 2001
Lucent Technologies 1996 - 1998
AT&T Network Systems 1996 - 1996
AT&T Network Systems 1994 - 1995
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Development, Valuation, Equity Research, Due Diligence, Investments, Equities, Corporate Finance, Capital Markets, Start-ups, Real Estate, Real Estate Investor, Strategic Partnerships, Telecommunications, Competitive Analysis, Strategy, Business Planning, Business Development, Cross-functional Team..., Wireless, Market Analysis, Leadership, Business Strategy, Entrepreneurship, Analytics, Go-to-market Strategy, Marketing Strategy, Outsourcing, Portfolio Management, Mobile Devices, Product Management, Management, M&A experience, Management Consulting, Analysis, Finance, Market Research, Asset Management, Investor Relations, Project Management, Alternative Investments, Emerging Markets, IPO, Consulting, Hedge Funds, Team Management, Executive Management, Strategic Financial...
Education
Wharton 1991 — 1992
Master of Business Administration (M.B.A.)
UConn 1981 — 1985
BSE
Delbarton 1977 — 1981
Diploma
Aquetong Mills 2013 - Present
Syoti Group 2002 - Present
TerraNova Capital Partners 2009 - 2011
ThinkEquity Partners 2006 - 2009
Needham & Company 2004 - 2006
Sellsonic eCommerce 2001 - 2002
Lucent - Major Account Sales 1998 - 2001
Lucent Technologies 1996 - 1998
AT&T Network Systems 1996 - 1996
AT&T Network Systems 1994 - 1995
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Development, Valuation, Equity Research, Due Diligence, Investments, Equities, Corporate Finance, Capital Markets, Start-ups, Real Estate, Real Estate Investor, Strategic Partnerships, Telecommunications, Competitive Analysis, Strategy, Business Planning, Business Development, Cross-functional Team..., Wireless, Market Analysis, Leadership, Business Strategy, Entrepreneurship, Analytics, Go-to-market Strategy, Marketing Strategy, Outsourcing, Portfolio Management, Mobile Devices, Product Management, Management, M&A experience, Management Consulting, Analysis, Finance, Market Research, Asset Management, Investor Relations, Project Management, Alternative Investments, Emerging Markets, IPO, Consulting, Hedge Funds, Team Management, Executive Management, Strategic Financial...
Education
Wharton 1991 — 1992
Master of Business Administration (M.B.A.)
UConn 1981 — 1985
BSE
Delbarton 1977 — 1981
Diploma
Marissa (Nieman) Cardon Marissa (Nieman) Cardon's ThinkEquity Partners Experience June 2005 - February 2006
Job Director, HR at AdRoll
Industry Human Resources
Experience
AdRoll January 2014 - Present
AdRoll May 2013 - December 2013
OpenTable April 2008 - May 2013
Redmile Group April 2007 - April 2008
Steeple Capital February 2006 - March 2007
ThinkEquity Partners June 2005 - February 2006
Partner Fund Management August 2004 - June 2005
Andor Capital Management June 2002 - July 2004
Skills
Excel, Microsoft Office, Outlook, PowerPoint, Analysis, Data Analysis, Employee Relations, Program Management, Research, Microsoft Excel, Human Resources, HRIS, Organizational..., Performance Management, Management, Interviews, Leadership, Training, Software Documentation, Time Management, Employee Benefits, Market Research, Strategic HR, HR Policies
Education
University of San Francisco 2010 — 2012
Master of Science, Organizational Development
University of California, Berkeley 2008 — 2011
Certificate, Human Resources
Albion College 1998 — 2002
Bachelor of Arts, Economics & Management
AdRoll January 2014 - Present
AdRoll May 2013 - December 2013
OpenTable April 2008 - May 2013
Redmile Group April 2007 - April 2008
Steeple Capital February 2006 - March 2007
ThinkEquity Partners June 2005 - February 2006
Partner Fund Management August 2004 - June 2005
Andor Capital Management June 2002 - July 2004
Skills
Excel, Microsoft Office, Outlook, PowerPoint, Analysis, Data Analysis, Employee Relations, Program Management, Research, Microsoft Excel, Human Resources, HRIS, Organizational..., Performance Management, Management, Interviews, Leadership, Training, Software Documentation, Time Management, Employee Benefits, Market Research, Strategic HR, HR Policies
Education
University of San Francisco 2010 — 2012
Master of Science, Organizational Development
University of California, Berkeley 2008 — 2011
Certificate, Human Resources
Albion College 1998 — 2002
Bachelor of Arts, Economics & Management
Eugene Lee Eugene Lee's ThinkEquity Partners Experience 2002 - 2005
Job Business Operations at Google
Industry Internet
Experience
Google February 2015 - Present
High Gear Media (as of 8/14, part of Internet Brands) January 2009 - December 2014
Walmart.com May 2007 - August 2007
Yahoo! Inc. 2005 - 2006
ThinkEquity Partners 2002 - 2005
Deutsche Bank 2001 - 2002
Skills
Competitive Analysis, Mergers, Business Development, Strategic Planning, Product Management, Financial Modeling, Venture Capital, Start-ups, Strategy, Business Strategy, Analytics, Monetization, Strategic Partnerships, Valuation, Cross-functional Team..., Corporate Development, Product Development, Product Marketing, Mobile Devices, E-commerce, Mergers & Acquisitions, SEM, Executive Management, Online Marketing, Entrepreneurship, Leadership, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Strategy and Finance
Vanderbilt University 1997 — 2001
BS, Psychology, Minor in Financial Economics
Google February 2015 - Present
High Gear Media (as of 8/14, part of Internet Brands) January 2009 - December 2014
Walmart.com May 2007 - August 2007
Yahoo! Inc. 2005 - 2006
ThinkEquity Partners 2002 - 2005
Deutsche Bank 2001 - 2002
Skills
Competitive Analysis, Mergers, Business Development, Strategic Planning, Product Management, Financial Modeling, Venture Capital, Start-ups, Strategy, Business Strategy, Analytics, Monetization, Strategic Partnerships, Valuation, Cross-functional Team..., Corporate Development, Product Development, Product Marketing, Mobile Devices, E-commerce, Mergers & Acquisitions, SEM, Executive Management, Online Marketing, Entrepreneurship, Leadership, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Strategy and Finance
Vanderbilt University 1997 — 2001
BS, Psychology, Minor in Financial Economics
Deborah Quazzo's ThinkEquity Partners Experience June 2001 - November 2008
Job Founder and Managing Partner at GSV Advisors, LLC
Industry Investment Banking
Experience
Global Silicon Valley Advisors April 2009 - Present
ThinkEquity Partners June 2001 - November 2008
Merrill Lynch 1987 - 2001
J.P. Morgan 1983 - 1985
Skills
Private Equity, Managerial Finance, Corporate Development, Venture Capital, Private Placements, Start-ups, Mergers
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
Bachelor's degree, History
Bolles 1973 — 1978
Global Silicon Valley Advisors April 2009 - Present
ThinkEquity Partners June 2001 - November 2008
Merrill Lynch 1987 - 2001
J.P. Morgan 1983 - 1985
Skills
Private Equity, Managerial Finance, Corporate Development, Venture Capital, Private Placements, Start-ups, Mergers
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
Bachelor's degree, History
Bolles 1973 — 1978
Shari Young Lewis Shari Young Lewis's ThinkEquity Partners Experience 2004 - 2004
Job Senior Private Equity Consultant Aon Hewitt Investment Consulting
Industry Venture Capital & Private Equity
Experience
Aon Hewitt Investment Consulting 2007 - Present
Sterling Partners 2006 - 2006
Sandbox Industries 2005 - 2005
ThinkEquity Partners 2004 - 2004
Chicago Venture Partners and Clarion Management 2001 - 2003
First Annapolis Consulting and Capital 1999 - 2001
Skills
Venture Capital, Start-ups, Equities, Investments, Growth Capital, Private Equity, Investment Banking, Hedge Funds, Mezzanine, Fund Of Funds
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Business- Concentration in Finance, Accounting, and Entrepreneurship
Emory University - Goizueta Business School 1995 — 1999
BBA, Business- concentration in Finance and Marketing
Semester at Sea 1998 — 1998
Semester abroad
Aon Hewitt Investment Consulting 2007 - Present
Sterling Partners 2006 - 2006
Sandbox Industries 2005 - 2005
ThinkEquity Partners 2004 - 2004
Chicago Venture Partners and Clarion Management 2001 - 2003
First Annapolis Consulting and Capital 1999 - 2001
Skills
Venture Capital, Start-ups, Equities, Investments, Growth Capital, Private Equity, Investment Banking, Hedge Funds, Mezzanine, Fund Of Funds
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Business- Concentration in Finance, Accounting, and Entrepreneurship
Emory University - Goizueta Business School 1995 — 1999
BBA, Business- concentration in Finance and Marketing
Semester at Sea 1998 — 1998
Semester abroad
Mat Johnson Mat Johnson's ThinkEquity Partners Experience 2004 - 2005
Job Economist. Strategist. Investor.
Industry Investment Management
Experience
Perigon February 2013 - Present
Quantum Capital November 2006 - January 2013
Atlantis Investments (Now Whitestar) 2005 - 2006
Security National (Parent of Atlantis Investments) January 2005 - May 2005
ThinkEquity Partners 2004 - 2005
Quantit Group March 2003 - December 2004
Thomas Weisel Partners April 1999 - March 2003
Merrill Lynch July 1998 - April 1999
Montgomery Securities June 1996 - July 1998
Bank of America February 1994 - July 1996
Skills
Economy, Development Economics, Forecasting, Financial Analysis, Financial Modeling, Advisory Boards, Global Partnerships, Business Strategy, Portfolio Management, Economics, Investments, Valuation, Asset Management, Financial Markets, Macroeconomics, Strategy, Internet of Things, Business Development, Start-ups, Venture Capital, Equity Valuation, Competitive Analysis, Entrepreneurship, Investment Management, Fixed Income, Mergers & Acquisitions, Alternative Investments, Asset Allocation, Private Equity, Equity Research, Hedge Funds, Emerging Markets, Financial Advisory, Wealth Management, Bloomberg, Capital Markets, Investment Strategies, Corporate Development, Equities, Investment Banking, Finance, Management
Education
Rutgers University 1993 — 1994
MA, Development Economics / International Finance
London School of Economics 1993 — 1993
Development Economics / International Finance
Leningrad State University named after A.S. Pushkin 1992 — 1993
Development Economics
California State University-Long Beach
BA, Economics
Perigon February 2013 - Present
Quantum Capital November 2006 - January 2013
Atlantis Investments (Now Whitestar) 2005 - 2006
Security National (Parent of Atlantis Investments) January 2005 - May 2005
ThinkEquity Partners 2004 - 2005
Quantit Group March 2003 - December 2004
Thomas Weisel Partners April 1999 - March 2003
Merrill Lynch July 1998 - April 1999
Montgomery Securities June 1996 - July 1998
Bank of America February 1994 - July 1996
Skills
Economy, Development Economics, Forecasting, Financial Analysis, Financial Modeling, Advisory Boards, Global Partnerships, Business Strategy, Portfolio Management, Economics, Investments, Valuation, Asset Management, Financial Markets, Macroeconomics, Strategy, Internet of Things, Business Development, Start-ups, Venture Capital, Equity Valuation, Competitive Analysis, Entrepreneurship, Investment Management, Fixed Income, Mergers & Acquisitions, Alternative Investments, Asset Allocation, Private Equity, Equity Research, Hedge Funds, Emerging Markets, Financial Advisory, Wealth Management, Bloomberg, Capital Markets, Investment Strategies, Corporate Development, Equities, Investment Banking, Finance, Management
Education
Rutgers University 1993 — 1994
MA, Development Economics / International Finance
London School of Economics 1993 — 1993
Development Economics / International Finance
Leningrad State University named after A.S. Pushkin 1992 — 1993
Development Economics
California State University-Long Beach
BA, Economics
Kristen Wilcox Jaros Kristen Wilcox Jaros's ThinkEquity Partners Experience 2001 - 2002
Job Director, Product Management, Crimson Performance Technologies at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company August 2014 - Present
Civitas Learning October 2013 - April 2014
Double Line Inc. 2009 - 2013
Michael & Susan Dell Foundation 2005 - 2007
San Diego Unified School District 2003 - 2005
ThinkEquity Partners 2001 - 2002
Merrill Lynch 2000 - 2001
The Robinson-Humphrey Company 1997 - 2000
Skills
Project Management, Product Management, Strategy, Educational Technology, Education Reform, Consulting, Finance
Education
The Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance
University of Virginia
Bachelor of Science (B.S.), Accounting
The Advisory Board Company August 2014 - Present
Civitas Learning October 2013 - April 2014
Double Line Inc. 2009 - 2013
Michael & Susan Dell Foundation 2005 - 2007
San Diego Unified School District 2003 - 2005
ThinkEquity Partners 2001 - 2002
Merrill Lynch 2000 - 2001
The Robinson-Humphrey Company 1997 - 2000
Skills
Project Management, Product Management, Strategy, Educational Technology, Education Reform, Consulting, Finance
Education
The Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance
University of Virginia
Bachelor of Science (B.S.), Accounting
Peter Bailey Peter Bailey's ThinkEquity Partners Experience 2003 - 2004
Job Chief Executive Officer at Vertical Communications
Industry Telecommunications
Experience
Vertical Communications May 2011 - Present
Vertical Communications October 2009 - May 2011
Vertical Communications October 2004 - October 2009
ThinkEquity Partners 2003 - 2004
Pacific Crest Securities 2002 - 2003
Carrier 1 1999 - 2002
ICON Magazine 1996 - 1999
Salomon Brothers 1994 - 1996
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, Start-ups, Mergers
Education
Princeton University 1990 — 1994
BA, English
Vertical Communications May 2011 - Present
Vertical Communications October 2009 - May 2011
Vertical Communications October 2004 - October 2009
ThinkEquity Partners 2003 - 2004
Pacific Crest Securities 2002 - 2003
Carrier 1 1999 - 2002
ICON Magazine 1996 - 1999
Salomon Brothers 1994 - 1996
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, Start-ups, Mergers
Education
Princeton University 1990 — 1994
BA, English
Steve Bono Steve Bono's ThinkEquity Partners Experience August 2006 - May 2008
Job Vice President at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management October 2015 - Present
San Francisco 49ers 2002 - Present
Constellation Wealth Advisors October 2009 - September 2015
Comcast Sportsnet Bay Area August 2009 - January 2010
ThinkEquity Partners August 2006 - May 2008
Bank of America April 2003 - July 2006
HRJ Capital July 2001 - March 2003
National Football League July 1985 - February 2000
Skills
Investments, Fundraising, Strategic Planning, Sports, Strategic Partnerships, Sports Marketing, Business Development, Public Speaking, Event Management, Media Relations, Venture Capital, Marketing, Event Planning, Asset Managment, Sponsorship, Strategy, Social Networking, Asset Management, Coaching, New Business Development, Marketing Strategy, Investment Banking, Public Relations, Entrepreneurship, Sports Management
Education
University of California, Los Angeles 1980 — 1985
BA, Sociology
Norristown Area High School 1977 — 1980
First Republic Private Wealth Management October 2015 - Present
San Francisco 49ers 2002 - Present
Constellation Wealth Advisors October 2009 - September 2015
Comcast Sportsnet Bay Area August 2009 - January 2010
ThinkEquity Partners August 2006 - May 2008
Bank of America April 2003 - July 2006
HRJ Capital July 2001 - March 2003
National Football League July 1985 - February 2000
Skills
Investments, Fundraising, Strategic Planning, Sports, Strategic Partnerships, Sports Marketing, Business Development, Public Speaking, Event Management, Media Relations, Venture Capital, Marketing, Event Planning, Asset Managment, Sponsorship, Strategy, Social Networking, Asset Management, Coaching, New Business Development, Marketing Strategy, Investment Banking, Public Relations, Entrepreneurship, Sports Management
Education
University of California, Los Angeles 1980 — 1985
BA, Sociology
Norristown Area High School 1977 — 1980
Bryan Dow Bryan Dow's ThinkEquity Partners Experience September 2007 - April 2010
Job
Industry Investment Banking
Experience
Mooreland Partners January 2013 - Present
ThinkEquity LLC July 2012 - January 2013
ThinkEquity LLC April 2010 - July 2012
ThinkEquity Partners September 2007 - April 2010
Needham & Company December 2006 - September 2007
Needham & Company July 2004 - December 2006
Investment Tracking Services February 2003 - March 2004
Skills
Private Placements, Investment Banking, Corporate Finance, IPO, Mergers, Strategy, Divestitures, Private Equity, Valuation, Financial Modeling, Venture Capital, M&A experience, Mergers & Acquisitions, Equities, Investments, Corporate Development, Finance, 3D Printing
Education
Santa Clara University
Bachelor of Science in Commerce, Finance and MIS
Eden Prairie High School
Mooreland Partners January 2013 - Present
ThinkEquity LLC July 2012 - January 2013
ThinkEquity LLC April 2010 - July 2012
ThinkEquity Partners September 2007 - April 2010
Needham & Company December 2006 - September 2007
Needham & Company July 2004 - December 2006
Investment Tracking Services February 2003 - March 2004
Skills
Private Placements, Investment Banking, Corporate Finance, IPO, Mergers, Strategy, Divestitures, Private Equity, Valuation, Financial Modeling, Venture Capital, M&A experience, Mergers & Acquisitions, Equities, Investments, Corporate Development, Finance, 3D Printing
Education
Santa Clara University
Bachelor of Science in Commerce, Finance and MIS
Eden Prairie High School
Anuradha Muralidharan's ThinkEquity Partners Experience May 2008 - August 2008
Job Engineering Operations at Expensify
Industry Financial Services
Experience
Expensify September 2015 - Present
Marqeta, Inc June 2015 - September 2015
Marqeta, Inc July 2014 - June 2015
Marqeta, Inc September 2013 - June 2014
Citi December 2012 - August 2013
Citigroup February 2011 - November 2012
Citigroup August 2009 - March 2011
ThinkEquity Partners May 2008 - August 2008
Oracle July 2006 - July 2007
Oracle July 2004 - July 2006
Skills
Business Strategy, New Business Development, Strategic Partnerships, Competitive Analysis, Financial Analysis, Strategy, Business Development
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Business & Administration
Birla Institute of Technology and Science, Pilani 2000 — 2004
B.E (Hons), Electrical and Electronics
Expensify September 2015 - Present
Marqeta, Inc June 2015 - September 2015
Marqeta, Inc July 2014 - June 2015
Marqeta, Inc September 2013 - June 2014
Citi December 2012 - August 2013
Citigroup February 2011 - November 2012
Citigroup August 2009 - March 2011
ThinkEquity Partners May 2008 - August 2008
Oracle July 2006 - July 2007
Oracle July 2004 - July 2006
Skills
Business Strategy, New Business Development, Strategic Partnerships, Competitive Analysis, Financial Analysis, Strategy, Business Development
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Business & Administration
Birla Institute of Technology and Science, Pilani 2000 — 2004
B.E (Hons), Electrical and Electronics
Claudia Barrera Claudia Barrera's ThinkEquity Partners Experience May 2005 - April 2007
Job Controller at Boffi USA
Industry Design
Experience
Boffi USA July 2015 - Present
Mark Cunningham Inc. July 2013 - June 2015
Mark Cunningham Inc. February 2011 - July 2013
JMP Securities April 2007 - November 2010
ThinkEquity Partners May 2005 - April 2007
Skills
Financial Modeling, Valuation, Asset Management, Investment Banking, Corporate Finance, Due Diligence, Venture Capital, Financial Analysis, Mergers & Acquisitions, Capital Markets
Education
Columbia University in the City of New York 2002 — 2005
BA, Economics
Emil Friedman 1984 — 1996
Highschool
Boffi USA July 2015 - Present
Mark Cunningham Inc. July 2013 - June 2015
Mark Cunningham Inc. February 2011 - July 2013
JMP Securities April 2007 - November 2010
ThinkEquity Partners May 2005 - April 2007
Skills
Financial Modeling, Valuation, Asset Management, Investment Banking, Corporate Finance, Due Diligence, Venture Capital, Financial Analysis, Mergers & Acquisitions, Capital Markets
Education
Columbia University in the City of New York 2002 — 2005
BA, Economics
Emil Friedman 1984 — 1996
Highschool
Aaron Travis's ThinkEquity Partners Experience February 2005 - 2008
Job VP Business Development at Madison Reed
Industry Consumer Goods
Experience
Madison Reed July 2015 - Present
Deal Labs August 2014 - Present
Deal Labs August 2013 - August 2014
CircleUp August 2012 - August 2013
Peter Imlay Associates 2008 - March 2010
ThinkEquity Partners February 2005 - 2008
Wells Fargo February 2002 - February 2005
Thomas Weisel Partners January 2000 - February 2002
Hambrecht & Quist 1995 - 2000
Skills
Equities, Trading, Institutional, Series 7, Series 63, Series 24, Capital Markets, Bloomberg Terminal, Investment Banking, Crowdfunding, Alternative Investments, Derivatives, Asset Managment, Equity Trading, FINRA, Hedge Funds, Private Equity, Investments, Securities, Trading Systems, Valuation, Venture Capital, Private Placements
Education
Georgetown University
BS, Finance
Cherry Creek High School
BS, Finance
Madison Reed July 2015 - Present
Deal Labs August 2014 - Present
Deal Labs August 2013 - August 2014
CircleUp August 2012 - August 2013
Peter Imlay Associates 2008 - March 2010
ThinkEquity Partners February 2005 - 2008
Wells Fargo February 2002 - February 2005
Thomas Weisel Partners January 2000 - February 2002
Hambrecht & Quist 1995 - 2000
Skills
Equities, Trading, Institutional, Series 7, Series 63, Series 24, Capital Markets, Bloomberg Terminal, Investment Banking, Crowdfunding, Alternative Investments, Derivatives, Asset Managment, Equity Trading, FINRA, Hedge Funds, Private Equity, Investments, Securities, Trading Systems, Valuation, Venture Capital, Private Placements
Education
Georgetown University
BS, Finance
Cherry Creek High School
BS, Finance
Nathan McAninch's ThinkEquity Partners Experience March 2008 - September 2008
Job Medical Student
Industry Medical Practice
Experience
Indiana University July 2011 - Present
ThinkEquity Partners March 2008 - September 2008
Education
Indiana University Bloomington 2002 — 2007
Indiana University July 2011 - Present
ThinkEquity Partners March 2008 - September 2008
Education
Indiana University Bloomington 2002 — 2007
Kirsten Edwards, CFA Kirsten Edwards, CFA's ThinkEquity Partners Experience November 2004 - May 2007
Job Vice President of Finance/IT at InsideTrack
Industry Financial Services
Experience
InsideTrack March 2013 - Present
InsideTrack May 2010 - Present
Education Consulting and Advising services March 2008 - Present
ThinkEquity Partners November 2004 - May 2007
Jefferies & Company May 2001 - October 2004
Skills
Strategy, Analysis, Business Development, Business Strategy, Valuation, Leadership, Investments, Finance, Management, Mergers, Research, Consulting, Start-ups
Education
Colgate University 1994 — 1998
BS, psychology
InsideTrack March 2013 - Present
InsideTrack May 2010 - Present
Education Consulting and Advising services March 2008 - Present
ThinkEquity Partners November 2004 - May 2007
Jefferies & Company May 2001 - October 2004
Skills
Strategy, Analysis, Business Development, Business Strategy, Valuation, Leadership, Investments, Finance, Management, Mergers, Research, Consulting, Start-ups
Education
Colgate University 1994 — 1998
BS, psychology
Lea J. Garrison's ThinkEquity Partners Experience August 2005 - March 2006
Job Executive Assistant
Industry Financial Services
Experience
Granite Ventures November 2009 - Present
Bessemer Trust December 2006 - September 2009
ThinkEquity Partners August 2005 - March 2006
Sequoia Capital November 2000 - August 2005
Sega Entertainment USA, Inc. September 1997 - August 1999
Skills
Private Equity, Venture Capital, Investments, Calendaring, Travel Arrangements, Time Management, Management, Market Research, Business Development, Strategy, Start-ups, Human Resources, Leadership, Customer Service, Interviews, Entrepreneurship, Event Management
Education
Notre Dame de Namur University
Redwood Christian Highschool
Granite Ventures November 2009 - Present
Bessemer Trust December 2006 - September 2009
ThinkEquity Partners August 2005 - March 2006
Sequoia Capital November 2000 - August 2005
Sega Entertainment USA, Inc. September 1997 - August 1999
Skills
Private Equity, Venture Capital, Investments, Calendaring, Travel Arrangements, Time Management, Management, Market Research, Business Development, Strategy, Start-ups, Human Resources, Leadership, Customer Service, Interviews, Entrepreneurship, Event Management
Education
Notre Dame de Namur University
Redwood Christian Highschool
Scott Berg Scott Berg's ThinkEquity Partners Experience 2008 - 2009
Job
Industry Investment Banking
Experience
Needham & Company April 2015 - Present
Northland Securities June 2012 - April 2015
Feltl and Company December 2009 - May 2012
ThinkEquity Partners 2008 - 2009
Robert Half Technology 2004 - 2008
First Albany Capital 2002 - 2003
RBC Capital Markets 1998 - 2002
Skills
Enterprise Software, Financial Modeling, Temporary Placement, Investments, Equities, Financial Analysis, Equity Research, Valuation, Asset Management, Series 7, Capital Markets, Personnel Management, Research, Asset Managment, Strategic Planning, Portfolio Management, Strategy, Due Diligence
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Needham & Company April 2015 - Present
Northland Securities June 2012 - April 2015
Feltl and Company December 2009 - May 2012
ThinkEquity Partners 2008 - 2009
Robert Half Technology 2004 - 2008
First Albany Capital 2002 - 2003
RBC Capital Markets 1998 - 2002
Skills
Enterprise Software, Financial Modeling, Temporary Placement, Investments, Equities, Financial Analysis, Equity Research, Valuation, Asset Management, Series 7, Capital Markets, Personnel Management, Research, Asset Managment, Strategic Planning, Portfolio Management, Strategy, Due Diligence
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Wallis Larson's ThinkEquity Partners Experience July 2007 - December 2008
Job Corporate Access
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Barrington Research Associates, Inc. March 2009 - June 2011
ThinkEquity Partners July 2007 - December 2008
Bear Stearns April 2005 - December 2006
Skills
Event Management, CRM, Series 7, Management, Marketing, Investments, Equities, Hedge Funds
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), History
Robert W. Baird & Co. September 2015 - Present
Barrington Research Associates, Inc. March 2009 - June 2011
ThinkEquity Partners July 2007 - December 2008
Bear Stearns April 2005 - December 2006
Skills
Event Management, CRM, Series 7, Management, Marketing, Investments, Equities, Hedge Funds
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), History
Jason Somrock Jason Somrock's ThinkEquity Partners Experience June 2002 - November 2004
Job Vice President National Lab Network at UnitedHealth Group
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group December 2014 - Present
UnitedHealth Group August 2012 - December 2014
UnitedHealth Group March 2010 - August 2012
UnitedHealth Group October 2007 - March 2010
UnitedHealth Group November 2004 - October 2007
ThinkEquity Partners June 2002 - November 2004
Piper Jaffray May 2001 - August 2001
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BSB, Finance
Edina
UnitedHealth Group December 2014 - Present
UnitedHealth Group August 2012 - December 2014
UnitedHealth Group March 2010 - August 2012
UnitedHealth Group October 2007 - March 2010
UnitedHealth Group November 2004 - October 2007
ThinkEquity Partners June 2002 - November 2004
Piper Jaffray May 2001 - August 2001
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BSB, Finance
Edina
Dave Westenberg, CFA Dave Westenberg, CFA's ThinkEquity Partners Experience January 2008 - July 2008
Job Equity Research Associate at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. July 2014 - Present
AmeriTech Advisors March 2012 - July 2014
Seeking Alpha 2009 - 2013
Genextra December 2010 - March 2012
Personalized Medicine Intelligence August 2008 - August 2009
ThinkEquity Partners January 2008 - July 2008
Betty's Organics May 2006 - January 2008
Skills
Financial Modeling, Stock Picking, Research, Report Writing, Market Research, Business Planning, Investments, Microsoft Excel, PowerPoint, Financial Markets, Valuation, Mergers & Acquisitions, Due Diligence, Venture Capital, Strategy, Equity Research
Education
Università Commerciale 'Luigi Bocconi' 2009 — 2011
Masters, Finance
Beyer High School
San Francisco State University
Bachelors of Science, Business Adminstration
Canaccord Genuity Inc. July 2014 - Present
AmeriTech Advisors March 2012 - July 2014
Seeking Alpha 2009 - 2013
Genextra December 2010 - March 2012
Personalized Medicine Intelligence August 2008 - August 2009
ThinkEquity Partners January 2008 - July 2008
Betty's Organics May 2006 - January 2008
Skills
Financial Modeling, Stock Picking, Research, Report Writing, Market Research, Business Planning, Investments, Microsoft Excel, PowerPoint, Financial Markets, Valuation, Mergers & Acquisitions, Due Diligence, Venture Capital, Strategy, Equity Research
Education
Università Commerciale 'Luigi Bocconi' 2009 — 2011
Masters, Finance
Beyer High School
San Francisco State University
Bachelors of Science, Business Adminstration
Jeff Becker Jeff Becker's ThinkEquity Partners Experience 2004 - 2006
Job Managing Director, CoHead of Technology Investment Banking at Jordan, Edmiston Group
Industry Investment Banking
Experience
Jordan Edmiston Group October 2014 - Present
America's Growth Capital October 2010 - September 2014
JMP Securities February 2006 - September 2010
ThinkEquity Partners 2004 - 2006
RBC Capital Markets 2001 - 2003
Robertson Stephens 1998 - 2001
Cowen and Company 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance & Accounting
Lehigh University - College of Business and Economics 1986 — 1990
B.S., Finance
Jordan Edmiston Group October 2014 - Present
America's Growth Capital October 2010 - September 2014
JMP Securities February 2006 - September 2010
ThinkEquity Partners 2004 - 2006
RBC Capital Markets 2001 - 2003
Robertson Stephens 1998 - 2001
Cowen and Company 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance & Accounting
Lehigh University - College of Business and Economics 1986 — 1990
B.S., Finance
Scott Richter, CFA Scott Richter, CFA's ThinkEquity Partners Experience December 2002 - March 2004
Job Vice President, Acquisitions & Asset Management at Related California
Industry Real Estate
Experience
Related California August 2012 - Present
Allied Real Estate Partners, Inc. November 2009 - July 2012
Atlas Venture Partners October 2006 - November 2009
Evergreen Realty Group March 2004 - October 2006
ThinkEquity Partners December 2002 - March 2004
CIBC World Markets, Inc January 2000 - January 2002
Preferred Capital Markets, Inc January 1997 - January 2000
Skills
Valuation, Financial Modeling, Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate, Acquisitions, Commercial Real Estate, Investment Banking, Entrepreneurship, Equities, Disposition, Analysis, Management, Market Research, Property, Equity Research, Apartments, Due Diligence, Investments, Finance, Real Estate Economics, Financial Analysis, Contract Negotiation
Education
University of San Francisco 2004 — 2007
Bachelor of Science, Finance & Economics
Related California August 2012 - Present
Allied Real Estate Partners, Inc. November 2009 - July 2012
Atlas Venture Partners October 2006 - November 2009
Evergreen Realty Group March 2004 - October 2006
ThinkEquity Partners December 2002 - March 2004
CIBC World Markets, Inc January 2000 - January 2002
Preferred Capital Markets, Inc January 1997 - January 2000
Skills
Valuation, Financial Modeling, Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate, Acquisitions, Commercial Real Estate, Investment Banking, Entrepreneurship, Equities, Disposition, Analysis, Management, Market Research, Property, Equity Research, Apartments, Due Diligence, Investments, Finance, Real Estate Economics, Financial Analysis, Contract Negotiation
Education
University of San Francisco 2004 — 2007
Bachelor of Science, Finance & Economics
Jason Tsai's ThinkEquity Partners Experience February 2003 - November 2005
Job
Industry Semiconductors
Experience
Silicon Motion October 2008 - Present
Montgomery & Co. June 2006 - December 2007
ThinkEquity Partners February 2003 - November 2005
GoAmerica June 2001 - December 2001
C.E. Unterberg Towbin 2000 - 2001
SoundView Technology Group 1997 - 2000
Skills
Venture Capital, Financial Modeling, Equities, Market Research, Valuation, Investor Relations, Semiconductors, Wireless, Equity Research, Investments, Strategy, IPO, Start-ups, Business Strategy, Finance
Education
University of California, Berkeley 1990 — 1995
B.A.
Silicon Motion October 2008 - Present
Montgomery & Co. June 2006 - December 2007
ThinkEquity Partners February 2003 - November 2005
GoAmerica June 2001 - December 2001
C.E. Unterberg Towbin 2000 - 2001
SoundView Technology Group 1997 - 2000
Skills
Venture Capital, Financial Modeling, Equities, Market Research, Valuation, Investor Relations, Semiconductors, Wireless, Equity Research, Investments, Strategy, IPO, Start-ups, Business Strategy, Finance
Education
University of California, Berkeley 1990 — 1995
B.A.
Nate Swanson's ThinkEquity Partners Experience March 2001 - October 2008
Job
Industry Information Technology and Services
Experience
Career Step October 2012 - Present
American InterContinental University - a Career Education Company March 2010 - October 2012
Taleo October 2008 - March 2010
ThinkEquity Partners March 2001 - October 2008
Craig-Hallum Capital Group February 1998 - March 2001
Principal Financial Securities June 1995 - January 1998
Skills
Operations Management, Employee Management, Corporate Finance, Venture Capital, Equity Research, Private Equity, Strategic Planning, Business Operations, CFA, Education Management, Educational Technology, Talent Management, Human Capital Management, Operations, Mergers, Financial Planning, Financial Analysis, Business Strategy, Enterprise Software, Strategic Financial..., Strategy, Due Diligence, Educational Leadership, Personnel Management, Chartered Financial..., Program Management, Entrepreneurship, Start-ups, Leadership, Management, Restructuring, Investments, Finance, Mergers & Acquisitions, Performance Management, Analysis, Financial Modeling, Forecasting, Corporate Development, Human Resources, Budgets, Strategic Partnerships
Education
Augsburg College 1991 — 1995
BA
Career Step October 2012 - Present
American InterContinental University - a Career Education Company March 2010 - October 2012
Taleo October 2008 - March 2010
ThinkEquity Partners March 2001 - October 2008
Craig-Hallum Capital Group February 1998 - March 2001
Principal Financial Securities June 1995 - January 1998
Skills
Operations Management, Employee Management, Corporate Finance, Venture Capital, Equity Research, Private Equity, Strategic Planning, Business Operations, CFA, Education Management, Educational Technology, Talent Management, Human Capital Management, Operations, Mergers, Financial Planning, Financial Analysis, Business Strategy, Enterprise Software, Strategic Financial..., Strategy, Due Diligence, Educational Leadership, Personnel Management, Chartered Financial..., Program Management, Entrepreneurship, Start-ups, Leadership, Management, Restructuring, Investments, Finance, Mergers & Acquisitions, Performance Management, Analysis, Financial Modeling, Forecasting, Corporate Development, Human Resources, Budgets, Strategic Partnerships
Education
Augsburg College 1991 — 1995
BA
Wyatt Nordstrom's ThinkEquity Partners Experience January 2007 - February 2008
Job CEO, Maven Research, Inc.
Industry Internet
Experience
Maven Research February 2008 - Present
ThinkEquity Partners January 2007 - February 2008
Gerson Lehrman Group March 2005 - August 2006
Applied Materials 1998 - 2005
W.L. Gore & Associates 1997 - 1998
Skills
Entrepreneurship, Product Development, Start-ups, Business Strategy, Venture Capital, Telecommunications, Research, Strategy, Market Research, Fundraising, M&A experience
Education
Rensselaer Polytechnic Institute 1994 — 1998
BS, Materials Science and Engineering
The McCallie School 1990 — 1994
Maven Research February 2008 - Present
ThinkEquity Partners January 2007 - February 2008
Gerson Lehrman Group March 2005 - August 2006
Applied Materials 1998 - 2005
W.L. Gore & Associates 1997 - 1998
Skills
Entrepreneurship, Product Development, Start-ups, Business Strategy, Venture Capital, Telecommunications, Research, Strategy, Market Research, Fundraising, M&A experience
Education
Rensselaer Polytechnic Institute 1994 — 1998
BS, Materials Science and Engineering
The McCallie School 1990 — 1994
Kirk Lawton's ThinkEquity Partners Experience 2003 - Present
Job President at KWJ Inc
Industry Food & Beverages
Experience
KWJ Inc January 2010 - Present
ThinkEquity LLC 2006 - Present
ThinkEquity Partners 2003 - Present
Silicon Valley Bank July 2003 - September 2005
banc of america securities 1998 - 2004
Banc of America Securites 1998 - 2004
Education
University of North Carolina at Greensboro
KWJ Inc January 2010 - Present
ThinkEquity LLC 2006 - Present
ThinkEquity Partners 2003 - Present
Silicon Valley Bank July 2003 - September 2005
banc of america securities 1998 - 2004
Banc of America Securites 1998 - 2004
Education
University of North Carolina at Greensboro
Eric Ross's ThinkEquity Partners Experience 2004 - 2007
Job Managing Partner at Watch Harbor Asset Management
Industry Investment Banking
Experience
Watch Harbor Asset Management December 2009 - Present
Canaccord Adams September 2007 - January 2010
ThinkEquity June 2004 - September 2007
ThinkEquity Partners 2004 - 2007
Improv Systems 2004 - 2007
Investec 2002 - 2004
Thomas Weisel Partners 1999 - 2002
Montgomery Securities November 1997 - February 1999
Bank of America Securities 1997 - 1999
Nationsbanc Montgomery 1997 - 1999
Skills
Financial Modeling, Valuation, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Corporate Finance
Education
University of California, Berkeley 1992 — 1994
MS, Chemistry
University of Rochester 1988 — 1992
BS, Chemistry
Watch Harbor Asset Management December 2009 - Present
Canaccord Adams September 2007 - January 2010
ThinkEquity June 2004 - September 2007
ThinkEquity Partners 2004 - 2007
Improv Systems 2004 - 2007
Investec 2002 - 2004
Thomas Weisel Partners 1999 - 2002
Montgomery Securities November 1997 - February 1999
Bank of America Securities 1997 - 1999
Nationsbanc Montgomery 1997 - 1999
Skills
Financial Modeling, Valuation, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Corporate Finance
Education
University of California, Berkeley 1992 — 1994
MS, Chemistry
University of Rochester 1988 — 1992
BS, Chemistry
Peggy Nystrom's ThinkEquity Partners Experience August 2002 - December 2012
Job Operations Manager at Lake Street Capital Markets
Industry Financial Services
Experience
Lake Street Capital Markets December 2012 - Present
ThinkEquity Partners August 2002 - December 2012
Dain Rauscher, Inc January 2000 - January 2001
DAIN RAUSCHER, INC January 1995 - January 2001
RBC Dain Rauscher (formally DBI) 1995 - 2001
Dain Raucher, Inc January 1999 - January 2000
Dain Rauscher, Inc January 1997 - January 1999
Dain Rauchser, Inc January 1995 - January 1997
PRUDENTIAL SECURITIES January 1994 - January 1995
SALOMON SMITH BARNEY January 1989 - January 1994
Skills
Series 7, Series 63, Series 24, Series 8, Series 55, Trading, Investments, Capital Markets, Trading Systems, FINRA, Financial Services
Education
Marquette Senior High School
Northern Michigan University
University of Minnesota
Finance and Pre-Calculus
Lake Street Capital Markets December 2012 - Present
ThinkEquity Partners August 2002 - December 2012
Dain Rauscher, Inc January 2000 - January 2001
DAIN RAUSCHER, INC January 1995 - January 2001
RBC Dain Rauscher (formally DBI) 1995 - 2001
Dain Raucher, Inc January 1999 - January 2000
Dain Rauscher, Inc January 1997 - January 1999
Dain Rauchser, Inc January 1995 - January 1997
PRUDENTIAL SECURITIES January 1994 - January 1995
SALOMON SMITH BARNEY January 1989 - January 1994
Skills
Series 7, Series 63, Series 24, Series 8, Series 55, Trading, Investments, Capital Markets, Trading Systems, FINRA, Financial Services
Education
Marquette Senior High School
Northern Michigan University
University of Minnesota
Finance and Pre-Calculus
John Tinker's ThinkEquity Partners Experience 2004 - 2006
Job Senior Media Analyst, Gabelli & Company
Industry Investment Banking
Experience
Gabelli & Company Partner, Senior Media AnalystMaxim Group2010 - Present
Steamer Capital 2008 - 2010
Sandler Capital October 2006 - September 2008
ThinkEquity Partners 2004 - 2006
Blaylock & Partners 2002 - 2004
Steamer Capital 1999 - 2002
Montgomery Securities 1996 - 1999
BOFA Securities 1996 - 1999
Furman Selz 1992 - 1996
Morgan Stanley 1987 - 1990
Skills
Private Equity, Hedge Funds, Investments, Venture Capital, Equities, Financial Modeling, Portfolio Management, Securities, Equity Research, Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Financial Services, Research, Valuation, Asset Management, Corporate Finance, Corporate Development, Bloomberg, Investor Relations, Emerging Markets
Education
University of Oxford 1975 — 1978
MA, Politics, Philosophy & Economics
Gabelli & Company Partner, Senior Media AnalystMaxim Group2010 - Present
Steamer Capital 2008 - 2010
Sandler Capital October 2006 - September 2008
ThinkEquity Partners 2004 - 2006
Blaylock & Partners 2002 - 2004
Steamer Capital 1999 - 2002
Montgomery Securities 1996 - 1999
BOFA Securities 1996 - 1999
Furman Selz 1992 - 1996
Morgan Stanley 1987 - 1990
Skills
Private Equity, Hedge Funds, Investments, Venture Capital, Equities, Financial Modeling, Portfolio Management, Securities, Equity Research, Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Financial Services, Research, Valuation, Asset Management, Corporate Finance, Corporate Development, Bloomberg, Investor Relations, Emerging Markets
Education
University of Oxford 1975 — 1978
MA, Politics, Philosophy & Economics
Charlie Glavin's ThinkEquity Partners Experience 2002 - 2004
Job CFO at ViXS Systems Inc.
Industry Semiconductors
Experience
ViXS Systems Inc. July 2013 - Present
Phoenix Biomass Energy August 2010 - August 2013
MP2 Capital May 2009 - November 2010
New Enterprise Associates June 2008 - May 2009
Spreadtrum Communications January 2007 - July 2008
Needham & Company 2004 - 2007
ThinkEquity Partners 2002 - 2004
Credit Suisse First Boston 1997 - 2002
Robertson Stephens & Company 1996 - 1997
Intel 1993 - 1996
Skills
Mergers, Investments, Energy, Business Strategy, Strategic Planning, Financial Modeling, Due Diligence, Negotiation, Mergers & Acquisitions, Finance, Renewable Energy, Portfolio Management, Business Development, Project Finance, Venture Capital, Executive Management, Corporate Development, Private Equity, Cleantech
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing, Decision Sciences
Bucknell University 1981 — 1985
BS, Eocnomics
ViXS Systems Inc. July 2013 - Present
Phoenix Biomass Energy August 2010 - August 2013
MP2 Capital May 2009 - November 2010
New Enterprise Associates June 2008 - May 2009
Spreadtrum Communications January 2007 - July 2008
Needham & Company 2004 - 2007
ThinkEquity Partners 2002 - 2004
Credit Suisse First Boston 1997 - 2002
Robertson Stephens & Company 1996 - 1997
Intel 1993 - 1996
Skills
Mergers, Investments, Energy, Business Strategy, Strategic Planning, Financial Modeling, Due Diligence, Negotiation, Mergers & Acquisitions, Finance, Renewable Energy, Portfolio Management, Business Development, Project Finance, Venture Capital, Executive Management, Corporate Development, Private Equity, Cleantech
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing, Decision Sciences
Bucknell University 1981 — 1985
BS, Eocnomics
Stewart Barry's ThinkEquity Partners Experience March 2004 - August 2007
Job Managing Director Technology Investment Banking at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2014 - Present
Union Square Advisors August 2007 - August 2014
ThinkEquity Partners March 2004 - August 2007
Skills
Corporate Finance, Mergers, Investment Banking, Digital Media, Private Equity, Equities, Mergers and Acquisitions, Industry Expertise, Internet, Finance, M&A experience, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
Princeton University 1991 — 1995
BA, History
Bank of America Merrill Lynch August 2014 - Present
Union Square Advisors August 2007 - August 2014
ThinkEquity Partners March 2004 - August 2007
Skills
Corporate Finance, Mergers, Investment Banking, Digital Media, Private Equity, Equities, Mergers and Acquisitions, Industry Expertise, Internet, Finance, M&A experience, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
Princeton University 1991 — 1995
BA, History
Kenneth Moch's ThinkEquity Partners Experience 2006 - 2008
Job President at Euclidian Life Science Advisors
Industry Biotechnology
Experience
Euclidian Life Science Advisors April 2014 - Present
Chimerix, Inc. April 2010 - April 2014
Chimerix, Inc. June 2009 - April 2010
Euclidean Life Science Advisors January 2008 - November 2009
Biomedical Enterprises Inc 2008 - 2009
ThinkEquity Partners 2006 - 2008
Alteon Inc December 1998 - July 2006
Alteon Inc. February 1995 - December 1998
Biocyte Corporation 1989 - 1995
The Liposome Company, Inc. 1982 - 1988
Skills
Analysis, Biopharmaceuticals, Biotechnology, Business Strategy, Clinical Development, Business Development, Clinical Research, Clinical Trials, Drug Development, Commercialization, Drug Discovery, FDA, Healthcare, Immunology, Leadership, Finance, Life Sciences, Lifesciences, Management, Medical Devices, Mergers, Pharmaceutical Industry, Oncology, Product Development, Regulatory Submissions, Start-ups, Strategic Planning, Strategy, Technology Transfer, Vaccines, Venture Capital, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Princeton University 1972 — 1976
AB, Biochemistry; Minor - Science in Human Affairs (Health Policy)
Rye Neck High School
Euclidian Life Science Advisors April 2014 - Present
Chimerix, Inc. April 2010 - April 2014
Chimerix, Inc. June 2009 - April 2010
Euclidean Life Science Advisors January 2008 - November 2009
Biomedical Enterprises Inc 2008 - 2009
ThinkEquity Partners 2006 - 2008
Alteon Inc December 1998 - July 2006
Alteon Inc. February 1995 - December 1998
Biocyte Corporation 1989 - 1995
The Liposome Company, Inc. 1982 - 1988
Skills
Analysis, Biopharmaceuticals, Biotechnology, Business Strategy, Clinical Development, Business Development, Clinical Research, Clinical Trials, Drug Development, Commercialization, Drug Discovery, FDA, Healthcare, Immunology, Leadership, Finance, Life Sciences, Lifesciences, Management, Medical Devices, Mergers, Pharmaceutical Industry, Oncology, Product Development, Regulatory Submissions, Start-ups, Strategic Planning, Strategy, Technology Transfer, Vaccines, Venture Capital, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Princeton University 1972 — 1976
AB, Biochemistry; Minor - Science in Human Affairs (Health Policy)
Rye Neck High School
Patrick Robinson's ThinkEquity Partners Experience June 2007 - August 2007
Job Business Development at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp August 2013 - Present
Mainsail Partners February 2011 - August 2013
ThinkEquity LLC June 2008 - February 2011
NBC Sports May 2005 - November 2007
ThinkEquity Partners June 2007 - August 2007
Education
University of Notre Dame 2004 — 2008
BBA, Finance
Universidad de Sevilla - Facultad de Ciencias Económicas y Empresariales
International Finance and Economics
CircleUp August 2013 - Present
Mainsail Partners February 2011 - August 2013
ThinkEquity LLC June 2008 - February 2011
NBC Sports May 2005 - November 2007
ThinkEquity Partners June 2007 - August 2007
Education
University of Notre Dame 2004 — 2008
BBA, Finance
Universidad de Sevilla - Facultad de Ciencias Económicas y Empresariales
International Finance and Economics
Lauren (Berg) Price's ThinkEquity Partners Experience August 2006 - February 2007
Job CoOwner at Lava Barre
Industry Health, Wellness and Fitness
Experience
Lava Barre July 2012 - Present
FBR May 2007 - July 2010
ThinkEquity Partners August 2006 - February 2007
Skills
French
Education
Hamilton College 2000 — 2004
Bachelor of Arts (BA), World Politics, French
Lava Barre July 2012 - Present
FBR May 2007 - July 2010
ThinkEquity Partners August 2006 - February 2007
Skills
French
Education
Hamilton College 2000 — 2004
Bachelor of Arts (BA), World Politics, French
Mark Argento's ThinkEquity Partners Experience September 2003 - July 2005
Job Head of Capital Markets, Senior Research Analyst at Lake Street Capital Markets, LLC
Industry Capital Markets
Experience
Lake Street Capital Markets, LLC October 2012 - Present
Craig-Hallum Capital Group August 2005 - August 2012
ThinkEquity Partners September 2003 - July 2005
Piper Jaffray 2000 - 2003
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Hedge Funds, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, Investment Banking, Investments, Alternative Investments, Venture Capital, Corporate Development
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA
St. John's University 1990 — 1994
BA, Political Science and Government
Lake Street Capital Markets, LLC October 2012 - Present
Craig-Hallum Capital Group August 2005 - August 2012
ThinkEquity Partners September 2003 - July 2005
Piper Jaffray 2000 - 2003
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Hedge Funds, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, Investment Banking, Investments, Alternative Investments, Venture Capital, Corporate Development
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA
St. John's University 1990 — 1994
BA, Political Science and Government
Peter Wysong's ThinkEquity Partners Experience August 2002 - March 2006
Job Founder at Provemont Capital LLC
Industry Real Estate
Experience
Provemont Capital LLC August 2012 - Present
Natixis August 2009 - March 2012
Thumbplay 2005 - 2011
Natixis Bleichroeder May 2007 - August 2009
Susquehanna International Group May 2006 - May 2007
ThinkEquity Partners August 2002 - March 2006
Salomon Smith Barney July 2000 - July 2002
Skills
Investment Banking, Equities, Capital Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Financial Analysis, Bloomberg, Private Placements, Equity Valuation, IPO, Series 7, DCF, Equity Capital Markets, Industry Analysis, Venture Capital, Competitive Analysis, Mergers & Acquisitions, Private Equity, Corporate Development, Alternative Investments, Banking, Business Valuation, Entrepreneurship, Investments, M, Strategy, Management, Start-ups, Business Development, Strategic Planning, Business Strategy, Finance
Education
Michigan State University 1997 — 2000
BA, Finance
Provemont Capital LLC August 2012 - Present
Natixis August 2009 - March 2012
Thumbplay 2005 - 2011
Natixis Bleichroeder May 2007 - August 2009
Susquehanna International Group May 2006 - May 2007
ThinkEquity Partners August 2002 - March 2006
Salomon Smith Barney July 2000 - July 2002
Skills
Investment Banking, Equities, Capital Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Financial Analysis, Bloomberg, Private Placements, Equity Valuation, IPO, Series 7, DCF, Equity Capital Markets, Industry Analysis, Venture Capital, Competitive Analysis, Mergers & Acquisitions, Private Equity, Corporate Development, Alternative Investments, Banking, Business Valuation, Entrepreneurship, Investments, M, Strategy, Management, Start-ups, Business Development, Strategic Planning, Business Strategy, Finance
Education
Michigan State University 1997 — 2000
BA, Finance
Justin Bontrager's ThinkEquity Partners Experience May 2007 - August 2007
Job Category Analyst On Premise at MillerCoors
Industry Consumer Goods
Experience
MillerCoors June 2015 - Present
Red Bull January 2011 - Present
Northern Trust 2008 - January 2011
ThinkEquity Partners May 2007 - August 2007
Skills
Forecasting, Supply Chain, FMCG, Wealth Management, Cross-functional Team..., Supply Chain Management, SAP, Retail, Securities, Brand Management, Leadership, Microsoft Excel, Sales
Education
Pepperdine University 2004 — 2008
B.S., International Business
MillerCoors June 2015 - Present
Red Bull January 2011 - Present
Northern Trust 2008 - January 2011
ThinkEquity Partners May 2007 - August 2007
Skills
Forecasting, Supply Chain, FMCG, Wealth Management, Cross-functional Team..., Supply Chain Management, SAP, Retail, Securities, Brand Management, Leadership, Microsoft Excel, Sales
Education
Pepperdine University 2004 — 2008
B.S., International Business
Catherine Compitello's ThinkEquity Partners Experience 2004 - 2005
Job Business Development at Satellite Asset Management
Industry Investment Management
Experience
Satellite Asset Management March 2007 - Present
ThinkEquity Partners 2004 - 2005
Education
The College of Wooster
english
Satellite Asset Management March 2007 - Present
ThinkEquity Partners 2004 - 2005
Education
The College of Wooster
english
Clifton Stone's ThinkEquity Partners Experience May 2005 - May 2007
Job Regulatory Manager at JMP Securities
Industry Financial Services
Experience
JMP Securities March 2009 - Present
Sabbatical June 2007 - March 2009
ThinkEquity Partners May 2005 - May 2007
Charles Schwab May 2004 - May 2005
NYFIX October 2002 - May 2004
Robertson Stephens August 2000 - October 2002
Citigroup January 1992 - July 2000
Commodity Futures Trading Commission August 1988 - January 1992
Skills
Securities
Education
American University Washington College of Law 1981 — 1984
JD, Law
Boston University 1976 — 1979
BS, Business
Fair Lawn High School
JMP Securities March 2009 - Present
Sabbatical June 2007 - March 2009
ThinkEquity Partners May 2005 - May 2007
Charles Schwab May 2004 - May 2005
NYFIX October 2002 - May 2004
Robertson Stephens August 2000 - October 2002
Citigroup January 1992 - July 2000
Commodity Futures Trading Commission August 1988 - January 1992
Skills
Securities
Education
American University Washington College of Law 1981 — 1984
JD, Law
Boston University 1976 — 1979
BS, Business
Fair Lawn High School
Brian Pasdach's ThinkEquity Partners Experience June 2006 - January 2008
Job Director, Coronary Strategy & Upstream Marketing at Medtronic
Industry Investment Banking
Experience
Medtronic 2014 - Present
Medtronic 2011 - 2014
Medtronic Vascular 2008 - 2011
ThinkEquity Partners June 2006 - January 2008
Asante Partners January 2004 - June 2006
Goldman Sachs July 1997 - October 2002
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Valuation, Medical Devices, Corporate Finance, Private Equity, Investment Banking, Investments, Venture Capital, Financial Analysis, Business Development, Equities, Healthcare, Lifesciences, Mergers, Portfolio Management, Product Development
Education
University of Illinois at Urbana-Champaign
BS, Accounting, Finance
Medtronic 2014 - Present
Medtronic 2011 - 2014
Medtronic Vascular 2008 - 2011
ThinkEquity Partners June 2006 - January 2008
Asante Partners January 2004 - June 2006
Goldman Sachs July 1997 - October 2002
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Valuation, Medical Devices, Corporate Finance, Private Equity, Investment Banking, Investments, Venture Capital, Financial Analysis, Business Development, Equities, Healthcare, Lifesciences, Mergers, Portfolio Management, Product Development
Education
University of Illinois at Urbana-Champaign
BS, Accounting, Finance
Komkit Cholawat's ThinkEquity Partners Experience June 2008 - December 2008
Job Accounting Professional
Industry Accounting
Experience
Chowinz LLC February 2009 - June 2009
ThinkEquity Partners June 2008 - December 2008
Vincent A. Fortunato (CPA) January 2007 - April 2007
Sabah International Leatherwear Ltd January 2003 - August 2005
Education
Golden Gate University 2007 — 2008
Certificate, Taxation
Golden Gate University 2005 — 2007
MA, Accounting
The University of Salford 2000 — 2001
MS, Corporate Finance
The University of Salford 1997 — 2000
BS, Business Studies and Financial Management
Chowinz LLC February 2009 - June 2009
ThinkEquity Partners June 2008 - December 2008
Vincent A. Fortunato (CPA) January 2007 - April 2007
Sabah International Leatherwear Ltd January 2003 - August 2005
Education
Golden Gate University 2007 — 2008
Certificate, Taxation
Golden Gate University 2005 — 2007
MA, Accounting
The University of Salford 2000 — 2001
MS, Corporate Finance
The University of Salford 1997 — 2000
BS, Business Studies and Financial Management
Jason Kolbert,'s ThinkEquity Partners Experience AnalystSusquehanna2002 - 2008
Job ManagingDirector at ThinkEquity Partners
Industry Financial Services
Experience
ThinkEquity Partners AnalystSusquehanna2002 - 2008
Education
State University of New York at New Paltz 1990 — 1995
BS, Chemistry
ThinkEquity Partners AnalystSusquehanna2002 - 2008
Education
State University of New York at New Paltz 1990 — 1995
BS, Chemistry
Nicole Gilbert Gorée's ThinkEquity Partners Experience March 2007 - April 2009
Job Office Manager at Philadelphia Financial
Industry Investment Banking
Experience
Philadelphia Financial July 2009 - Present
ThinkEquity Partners March 2007 - April 2009
Glocap Search September 2005 - March 2007
Fremont Group August 2004 - August 2005
Andor Capital Management March 2002 - July 2004
Thomas Weisel Partners June 2000 - November 2001
Banc of America Securities August 1997 - May 2000
Hyatt Regency July 1995 - July 1997
Education
California State University-Chico 1990 — 1994
Liberal Studies
Campolindo
Philadelphia Financial July 2009 - Present
ThinkEquity Partners March 2007 - April 2009
Glocap Search September 2005 - March 2007
Fremont Group August 2004 - August 2005
Andor Capital Management March 2002 - July 2004
Thomas Weisel Partners June 2000 - November 2001
Banc of America Securities August 1997 - May 2000
Hyatt Regency July 1995 - July 1997
Education
California State University-Chico 1990 — 1994
Liberal Studies
Campolindo
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS