Thomas Weisel Partners
Industry: Investment banking company
DescriptionThomas Weisel Partners Group, Inc., also known as TWP or Weisel, is a U.S. growth focused investment banking firm based in San Francisco, California. The firm was launched in January 1999 by Thom Weisel and other personnel from the former Montgomery Securities. Founder: Thom Weisel Founded: January 1999 Headquarters: San Francisco, California, United States Parent organization: Stifel Key person: Thom Weisel Subsidiaries: THOMAS WEISEL PARTNERS LLC,
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Thomas Weisel Partners Employees
Employee
Years
Job
Industry
Jessica (Moshofsky) Menzies Jessica (Moshofsky) Menzies's Thomas Weisel Partners Experience July 2001 - March 2009
Job
Industry Financial Services
Experience
Addepar November 2014 - Present
BlackRock May 2010 - September 2014
Roshan Vikas Microfinance and Women's Cooperative February 2010 - June 2010
Thomas Weisel Partners July 2001 - March 2009
Education
Duke Fuqua School of Business 2011 — 2012
Masters of Business Administration
University of California, Santa Barbara
B.A Economics
Addepar November 2014 - Present
BlackRock May 2010 - September 2014
Roshan Vikas Microfinance and Women's Cooperative February 2010 - June 2010
Thomas Weisel Partners July 2001 - March 2009
Education
Duke Fuqua School of Business 2011 — 2012
Masters of Business Administration
University of California, Santa Barbara
B.A Economics
Kent Goldman's Thomas Weisel Partners Experience 1999 - July 2001
Job
Industry Internet
Experience
Upside Partnership February 2014 - Present
First Round Capital May 2012 - February 2014
First Round Capital July 2008 - May 2012
Yahoo! Inc. April 2007 - July 2008
Yahoo! Inc. October 2004 - April 2007
Venture Strategy Partners II LP September 2001 - October 2004
Thomas Weisel Partners 1999 - July 2001
Fidelity Investments 1996 - 1999
Skills
Venture Capital, Start-ups, Strategic Partnerships, Corporate Development, Entrepreneurship, Strategy, Business Strategy, Private Equity, Angel Investing, Financial Modeling
Education
Cornell University 1992 — 1996
Upside Partnership February 2014 - Present
First Round Capital May 2012 - February 2014
First Round Capital July 2008 - May 2012
Yahoo! Inc. April 2007 - July 2008
Yahoo! Inc. October 2004 - April 2007
Venture Strategy Partners II LP September 2001 - October 2004
Thomas Weisel Partners 1999 - July 2001
Fidelity Investments 1996 - 1999
Skills
Venture Capital, Start-ups, Strategic Partnerships, Corporate Development, Entrepreneurship, Strategy, Business Strategy, Private Equity, Angel Investing, Financial Modeling
Education
Cornell University 1992 — 1996
Christy Richardson's Thomas Weisel Partners Experience 2000 - 2005
Job Director of Private Equity at The William and Flora Hewlett Foundation
Industry Philanthropy
Experience
The William and Flora Hewlett Foundation December 2005 - Present
Thomas Weisel Partners 2000 - 2005
Skills
Venture Capital, Buyouts, Private Equity, Limited Partnerships, Growth Capital, Fund Of Funds, Investments, Alternative Investments, Valuation, Asset Management, Emerging Markets, Private Placements
Education
Dartmouth College 1989 — 1993
A.B., Economics
The William and Flora Hewlett Foundation December 2005 - Present
Thomas Weisel Partners 2000 - 2005
Skills
Venture Capital, Buyouts, Private Equity, Limited Partnerships, Growth Capital, Fund Of Funds, Investments, Alternative Investments, Valuation, Asset Management, Emerging Markets, Private Placements
Education
Dartmouth College 1989 — 1993
A.B., Economics
Thaminda Ramanayake Thaminda Ramanayake's Thomas Weisel Partners Experience August 2010 - November 2010
Job Amgen Business Development Senior Manager
Industry Biotechnology
Experience
Amgen April 2015 - Present
Grant Thornton LLP October 2014 - April 2015
EY October 2013 - October 2014
Empire Valuation Consultants February 2011 - October 2013
Thomas Weisel Partners August 2010 - November 2010
Northpoint Advisors, LLC July 2010 - September 2010
Simon School of Business, University of Rochester January 2009 - June 2010
University of Rochester Medical Center June 2009 - October 2009
Ortho Clinical Diagnostics May 2007 - January 2009
University of Rochester Medical Center February 2006 - December 2008
Skills
Investment Banking, Biotechnology, Life Sciences, Medical Devices, Equity Research, Business Valuation, Excel, Technical Writing, Market Research, Business Intelligence, Entrepreneurship, Healthcare, Management Consulting, Financial Modeling, Business Strategy, MS Project, Factset, Capital IQ, Visio, IMS, Bloomberg, Thomson One, Ariba, Morningstar, MS Office Suite, SPSS, Crystal Ball, ReadyPrice, Photoshop, Immunology, Oncology, Biomedicine, Strategic Planning, Data Analysis, Research, Valuation, Mediation, Rock Climbing, Reiki, Lifesciences, Microsoft Excel, Project Management, Microsoft Office, Process Improvement, Six Sigma, Systems Analysis, Financial Analysis, Mergers & Acquisitions, Cross-functional Team..., Risk Management
Education
University of Rochester - Simon Business School 2009 — 2010
MBA, Finance
University of Rochester School of Medicine and Dentistry 2004 — 2007
MS, Immunology
Berea College 2001 — 2004
BA, Molecular, Cellular and Systems Biology
Lomonosov Moscow State University (MSU) 1995 — 1998
Diploma, Biological Science
Royal College 1993 — 1995
GCE Advanced Level, Biology/Biological Sciences, General
S. Thomas' Preparatory School 1983 — 1992
GCE O/L, General
Amgen April 2015 - Present
Grant Thornton LLP October 2014 - April 2015
EY October 2013 - October 2014
Empire Valuation Consultants February 2011 - October 2013
Thomas Weisel Partners August 2010 - November 2010
Northpoint Advisors, LLC July 2010 - September 2010
Simon School of Business, University of Rochester January 2009 - June 2010
University of Rochester Medical Center June 2009 - October 2009
Ortho Clinical Diagnostics May 2007 - January 2009
University of Rochester Medical Center February 2006 - December 2008
Skills
Investment Banking, Biotechnology, Life Sciences, Medical Devices, Equity Research, Business Valuation, Excel, Technical Writing, Market Research, Business Intelligence, Entrepreneurship, Healthcare, Management Consulting, Financial Modeling, Business Strategy, MS Project, Factset, Capital IQ, Visio, IMS, Bloomberg, Thomson One, Ariba, Morningstar, MS Office Suite, SPSS, Crystal Ball, ReadyPrice, Photoshop, Immunology, Oncology, Biomedicine, Strategic Planning, Data Analysis, Research, Valuation, Mediation, Rock Climbing, Reiki, Lifesciences, Microsoft Excel, Project Management, Microsoft Office, Process Improvement, Six Sigma, Systems Analysis, Financial Analysis, Mergers & Acquisitions, Cross-functional Team..., Risk Management
Education
University of Rochester - Simon Business School 2009 — 2010
MBA, Finance
University of Rochester School of Medicine and Dentistry 2004 — 2007
MS, Immunology
Berea College 2001 — 2004
BA, Molecular, Cellular and Systems Biology
Lomonosov Moscow State University (MSU) 1995 — 1998
Diploma, Biological Science
Royal College 1993 — 1995
GCE Advanced Level, Biology/Biological Sciences, General
S. Thomas' Preparatory School 1983 — 1992
GCE O/L, General
Natasha Damner Natasha Damner's Thomas Weisel Partners Experience 2003 - 2005
Job Executive Assistant at Goodby, Silverstein & Partners
Industry Marketing and Advertising
Experience
Goodby, Silverstein & Partners August 2005 - Present
Thomas Weisel Partners 2003 - 2005
Steelhead Capital 2002 - 2003
NATco February 2001 - March 2002
eLuxury.com, LVMH December 1999 - January 2001
Mitchell Agency, Inc. 1997 - 1999
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Advertising, Social Media, Public Relations, Event Management, Outlook, Event Planning, Keynote, Mac, Travel Planning, Executive Calendar..., Marketing, Online Advertising, Integrated Marketing, Brand Development
Education
Fashion Institute of Design & Merchandising 1996 — 1999
Product Development
University of Florida 1991 — 1994
Associate of Arts
Cardinal Gibbons High School 1988 — 1991
High School Diploma
Goodby, Silverstein & Partners August 2005 - Present
Thomas Weisel Partners 2003 - 2005
Steelhead Capital 2002 - 2003
NATco February 2001 - March 2002
eLuxury.com, LVMH December 1999 - January 2001
Mitchell Agency, Inc. 1997 - 1999
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Advertising, Social Media, Public Relations, Event Management, Outlook, Event Planning, Keynote, Mac, Travel Planning, Executive Calendar..., Marketing, Online Advertising, Integrated Marketing, Brand Development
Education
Fashion Institute of Design & Merchandising 1996 — 1999
Product Development
University of Florida 1991 — 1994
Associate of Arts
Cardinal Gibbons High School 1988 — 1991
High School Diploma
Derek Higgins Derek Higgins's Thomas Weisel Partners Experience May 2004 - January 2007
Job Wealth Strategist
Industry Financial Services
Experience
The Mason Companies September 2011 - Present
US Trust, Bank of America Private Wealth Management September 2008 - September 2011
Citigroup Global Wealth Advisory Services January 2007 - September 2008
Thomas Weisel Partners May 2004 - January 2007
Bank of America September 2000 - May 2004
Education
Albany Law School of Union University
JD
Union College
MBA
Western University
BA, Political Science
The Mason Companies September 2011 - Present
US Trust, Bank of America Private Wealth Management September 2008 - September 2011
Citigroup Global Wealth Advisory Services January 2007 - September 2008
Thomas Weisel Partners May 2004 - January 2007
Bank of America September 2000 - May 2004
Education
Albany Law School of Union University
JD
Union College
MBA
Western University
BA, Political Science
Scott Merlis Scott Merlis's Thomas Weisel Partners Experience 2003 - 2007
Job Board Director|Investment Banker: Automotive & Industrial Technology
Industry Investment Banking
Experience
M.M. Dillon & Co. 2010 - Present
Dayco 2009 - Present
Ducker Consulting 2007 - 2010
Thomas Weisel Partners 2003 - 2007
Deutsche Bank 2002 - 2003
Wasserstein Perella 1998 - 2002
Ganton 1996 - 1998
Merlis Automotive 1995 - 1998
Morgan Stanley 1985 - 1995
Skills
Corporate Development, Investments, IPO, Security Analysis, Investment Banking, Special Situations, LBO, Valuation, Equity Research, Private Equity, Equities, Corporate Finance, Financial Modeling, M&A experience, Hedge Funds, Board Development, Board of Directors, Advisory Boards, Board Relations, Board Governance, Finance, Audit Committee, Financial Advisory, Business Advisory, Business Development, Process Improvement, Strategic Planning, Growth Strategies, Financial Performance..., Forecasting, Budgeting, Mergers & Acquisitions, P&L Management, Investment Advisory, Corporate Advisory, Equity Research Analysis, Shareholder Agreements, Corporate Communications, Problem Solving
Education
Columbia University - Columbia Business School 1978 — 1980
MBA/MSW, Finance
Brandeis University 1973 — 1977
Bachelors, Psychology
M.M. Dillon & Co. 2010 - Present
Dayco 2009 - Present
Ducker Consulting 2007 - 2010
Thomas Weisel Partners 2003 - 2007
Deutsche Bank 2002 - 2003
Wasserstein Perella 1998 - 2002
Ganton 1996 - 1998
Merlis Automotive 1995 - 1998
Morgan Stanley 1985 - 1995
Skills
Corporate Development, Investments, IPO, Security Analysis, Investment Banking, Special Situations, LBO, Valuation, Equity Research, Private Equity, Equities, Corporate Finance, Financial Modeling, M&A experience, Hedge Funds, Board Development, Board of Directors, Advisory Boards, Board Relations, Board Governance, Finance, Audit Committee, Financial Advisory, Business Advisory, Business Development, Process Improvement, Strategic Planning, Growth Strategies, Financial Performance..., Forecasting, Budgeting, Mergers & Acquisitions, P&L Management, Investment Advisory, Corporate Advisory, Equity Research Analysis, Shareholder Agreements, Corporate Communications, Problem Solving
Education
Columbia University - Columbia Business School 1978 — 1980
MBA/MSW, Finance
Brandeis University 1973 — 1977
Bachelors, Psychology
Lori Gabhart Mausehund Lori Gabhart Mausehund's Thomas Weisel Partners Experience June 2000 - June 2004
Job Office Manager
Industry
Experience
Mightybell Software January 2012 - Present
Thomas Weisel Partners June 2000 - June 2004
Goldman Sachs June 1999 - June 2000
CIBC World Markets August 1998 - July 1999
Montgomery Securities August 1996 - August 1998
Skills
Management, Event Planning, Marketing
Education
California State University-Chico 1990 — 1994
Bachelor's Degree, Psychology
Mightybell Software January 2012 - Present
Thomas Weisel Partners June 2000 - June 2004
Goldman Sachs June 1999 - June 2000
CIBC World Markets August 1998 - July 1999
Montgomery Securities August 1996 - August 1998
Skills
Management, Event Planning, Marketing
Education
California State University-Chico 1990 — 1994
Bachelor's Degree, Psychology
Karladora Chavez Karladora Chavez's Thomas Weisel Partners Experience October 2001 - July 2005
Job Accomplished student affairs professional with extensive experience in operations, marketing & staffing student programs
Industry Higher Education
Experience
Loyola University Chicago October 2006 - Present
Computershare Fund Services January 2008 - January 2010
Loyola University Chicago November 2006 - September 2009
Suffolk University May 2006 - August 2006
Northwestern University December 2005 - May 2006
Loyola University Chicago July 2005 - May 2006
Thomas Weisel Partners October 2001 - July 2005
S.O.B.'s (Sounds of Brazil) October 2000 - October 2001
Skills
Student Affairs, Program Development, Community Outreach, Student Development, Higher Education, Student Leadership, Research, Student Engagement, Volunteer Management, Admissions, Academic Advising, Public Speaking, Event Planning, Nonprofits, Social Media, Microsoft Office, Editing, Staff Development, Leadership Development, Teaching, Leadership
Education
Loyola University of Chicago 2005 — 2007
Master’s Degree, Higher Education
Arizona State University 1995 — 2000
Bachelor’s Degree, Sociology, 3.53
Loyola University Chicago October 2006 - Present
Computershare Fund Services January 2008 - January 2010
Loyola University Chicago November 2006 - September 2009
Suffolk University May 2006 - August 2006
Northwestern University December 2005 - May 2006
Loyola University Chicago July 2005 - May 2006
Thomas Weisel Partners October 2001 - July 2005
S.O.B.'s (Sounds of Brazil) October 2000 - October 2001
Skills
Student Affairs, Program Development, Community Outreach, Student Development, Higher Education, Student Leadership, Research, Student Engagement, Volunteer Management, Admissions, Academic Advising, Public Speaking, Event Planning, Nonprofits, Social Media, Microsoft Office, Editing, Staff Development, Leadership Development, Teaching, Leadership
Education
Loyola University of Chicago 2005 — 2007
Master’s Degree, Higher Education
Arizona State University 1995 — 2000
Bachelor’s Degree, Sociology, 3.53
Meredith MacNeill Meredith MacNeill's Thomas Weisel Partners Experience May 2004 - March 2006
Job Manager of Client Services at CoPilot Systems
Industry Education Management
Experience
CoPilot Systems March 2015 - Present
Bialla / Signium February 2007 - March 2015
Epoch Sports April 2012 - June 2013
Princess Project June 2010 - June 2012
Princess Project June 2009 - June 2010
Autonomy, Inc. July 2006 - February 2007
Thomas Weisel Partners May 2004 - March 2006
Carolyn Carpeneti & Company November 1998 - May 2004
Skills
Business Development, Start-ups, Management Consulting, Marketing, Strategic Partnerships, Advertising, Contract Negotiation, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Leadership, Recruiting, Product Development, Event Management, Direct Marketing, Negotiation, Social Media, Creative Direction, Executive Management, CRM, Marketing Strategy, Business Planning, Analytics, Market Research, Product Marketing, Marketing Communications, Lead Generation, Strategy, Cross-functional Team..., Product Management, Management, Business Strategy, Competitive Analysis, E-commerce, Integrated Marketing, Retail, Project Management, Online Marketing
Education
California State University-Chico 1993 — 1998
CoPilot Systems March 2015 - Present
Bialla / Signium February 2007 - March 2015
Epoch Sports April 2012 - June 2013
Princess Project June 2010 - June 2012
Princess Project June 2009 - June 2010
Autonomy, Inc. July 2006 - February 2007
Thomas Weisel Partners May 2004 - March 2006
Carolyn Carpeneti & Company November 1998 - May 2004
Skills
Business Development, Start-ups, Management Consulting, Marketing, Strategic Partnerships, Advertising, Contract Negotiation, Mergers & Acquisitions, Strategic Planning, Entrepreneurship, Leadership, Recruiting, Product Development, Event Management, Direct Marketing, Negotiation, Social Media, Creative Direction, Executive Management, CRM, Marketing Strategy, Business Planning, Analytics, Market Research, Product Marketing, Marketing Communications, Lead Generation, Strategy, Cross-functional Team..., Product Management, Management, Business Strategy, Competitive Analysis, E-commerce, Integrated Marketing, Retail, Project Management, Online Marketing
Education
California State University-Chico 1993 — 1998
Rodney J. Clark Rodney J. Clark's Thomas Weisel Partners Experience 2000 - 2003
Job Aspect Consumer Partners / Maher Advisors
Industry Investment Banking
Experience
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Lily (Xin) Hao Lily (Xin) Hao's Thomas Weisel Partners Experience July 2007 - February 2009
Job
Industry Financial Services
Experience
VGL Trading LLC April 2011 - Present
Securities Industry and Financial Markets Association August 2009 - April 2011
Thomas Weisel Partners July 2007 - February 2009
Morgan, Lewis & Bockius LLP August 2006 - July 2007
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Due Diligence, Retail, Purchasing, E-commerce, Investments, Investment Banking, Equity Research, Capital Markets, Start-ups, Trading, Hedge Funds
Education
Duke University 2002 — 2006
BS
New York University 2007 — 2007
VGL Trading LLC April 2011 - Present
Securities Industry and Financial Markets Association August 2009 - April 2011
Thomas Weisel Partners July 2007 - February 2009
Morgan, Lewis & Bockius LLP August 2006 - July 2007
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Due Diligence, Retail, Purchasing, E-commerce, Investments, Investment Banking, Equity Research, Capital Markets, Start-ups, Trading, Hedge Funds
Education
Duke University 2002 — 2006
BS
New York University 2007 — 2007
David Readerman, CFA's Thomas Weisel Partners Experience 1999 - 2003
Job Portfolio Manager
Industry Financial Services
Experience
Endurance Capital Partners, LLC July 2014 - Present
Forward December 2010 - June 2014
dReaderman Capital Management March 2010 - November 2010
Marsico Capital Management August 2003 - February 2010
Environmental Entrepreneurs (E2) 2006 - 2010
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1992 - 1999
Lehman Brothers 1988 - 1991
Smith Barney 1983 - 1987
Skills
Hedge Funds, Emerging Markets, Equities, Alternative Investments, Equity Research, Private Equity, Corporate Finance, Investments, Entrepreneurship, Asset Managment, Financial Modeling, Investor Relations, Asset Management, Portfolio Management, Valuation, Series 7, Investment Management, Mutual Funds, Investment Banking, Financial Analysis, Asset Allocation, Capital Markets, Investment Strategies, Bloomberg, Fixed Income, Investment Advisory, Trading, Financial Markets, Fund Of Funds, Securities, Finance, Equity Valuation, Derivatives, Series 63, ETFs, Equity Trading, Wealth Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (BA), Economics
Endurance Capital Partners, LLC July 2014 - Present
Forward December 2010 - June 2014
dReaderman Capital Management March 2010 - November 2010
Marsico Capital Management August 2003 - February 2010
Environmental Entrepreneurs (E2) 2006 - 2010
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1992 - 1999
Lehman Brothers 1988 - 1991
Smith Barney 1983 - 1987
Skills
Hedge Funds, Emerging Markets, Equities, Alternative Investments, Equity Research, Private Equity, Corporate Finance, Investments, Entrepreneurship, Asset Managment, Financial Modeling, Investor Relations, Asset Management, Portfolio Management, Valuation, Series 7, Investment Management, Mutual Funds, Investment Banking, Financial Analysis, Asset Allocation, Capital Markets, Investment Strategies, Bloomberg, Fixed Income, Investment Advisory, Trading, Financial Markets, Fund Of Funds, Securities, Finance, Equity Valuation, Derivatives, Series 63, ETFs, Equity Trading, Wealth Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (BA), Economics
Tony Stais Tony Stais's Thomas Weisel Partners Experience January 2001 - July 2010
Job Managing Director, Private Wealth Management at Stifel Financial
Industry Financial Services
Experience
Stifel Financial January 2014 - Present
Stifel Financial Corp. July 2010 - December 2013
Thomas Weisel Partners January 2001 - July 2010
Goldman Sachs January 1998 - January 2001
Education
Bowdoin College 1983 — 1987
Bachelor of Arts (B.A.), History, Economics
Stifel Financial January 2014 - Present
Stifel Financial Corp. July 2010 - December 2013
Thomas Weisel Partners January 2001 - July 2010
Goldman Sachs January 1998 - January 2001
Education
Bowdoin College 1983 — 1987
Bachelor of Arts (B.A.), History, Economics
Tom Schnurr Tom Schnurr's Thomas Weisel Partners Experience 1999 - 2008
Job formerly: Managing Director Head Trader at Stifel Nicolaus Canada
Industry Financial Services
Experience
Stifel Nicolaus Canada 2008 - 2013
Thomas Weisel Partners 1999 - 2008
Salomon Brothers 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Investments, Equities, Block Trading, US Equities, Canadian Securities..., Capital Markets, Mutual Funds, Hedge Funds, Series 7, Series 63, Bloomberg
Education
CFA Institute
CFA Charter
College of the Holy Cross
Bachelor of Arts (BA), Economics
Stifel Nicolaus Canada 2008 - 2013
Thomas Weisel Partners 1999 - 2008
Salomon Brothers 1997 - 1999
Salomon Brothers 1992 - 1997
Skills
Investments, Equities, Block Trading, US Equities, Canadian Securities..., Capital Markets, Mutual Funds, Hedge Funds, Series 7, Series 63, Bloomberg
Education
CFA Institute
CFA Charter
College of the Holy Cross
Bachelor of Arts (BA), Economics
kevin mceneaney kevin mceneaney's Thomas Weisel Partners Experience January 2000 - June 2010
Job Financial Consultant at Quest Capital Strategies, Inc.
Industry Financial Services
Experience
Self-employed February 1980 - Present
Quest Capital Strategies, Inc. March 2014 - January 2015
JMP Securities August 2010 - March 2012
Thomas Weisel Partners January 2000 - June 2010
Montgomery Securities March 1997 - January 2000
NatWest Markets April 1992 - February 1997
Paine Webber August 1980 - April 1992
Skills
Series 7, Series 63, Series 24, Equity Research, FINRA, Hedge Funds, Options, Finance, Mutual Funds, Capital Markets, Equities, Fixed Income, Alternative Investments, Bloomberg, Trading
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Self-employed February 1980 - Present
Quest Capital Strategies, Inc. March 2014 - January 2015
JMP Securities August 2010 - March 2012
Thomas Weisel Partners January 2000 - June 2010
Montgomery Securities March 1997 - January 2000
NatWest Markets April 1992 - February 1997
Paine Webber August 1980 - April 1992
Skills
Series 7, Series 63, Series 24, Equity Research, FINRA, Hedge Funds, Options, Finance, Mutual Funds, Capital Markets, Equities, Fixed Income, Alternative Investments, Bloomberg, Trading
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Sealy Livermore's Thomas Weisel Partners Experience July 2008 - September 2008
Job MBA Candidate at Harvard Business School
Industry Information Technology and Services
Experience
Harvard Business School August 2014 - Present
salesforce.com October 2013 - May 2014
Salesforce.com September 2011 - October 2013
Salesforce.com March 2010 - September 2011
Sloane & Company Corporate Communications October 2008 - January 2010
Thomas Weisel Partners July 2008 - September 2008
Thomas Weisel Partners July 2007 - September 2007
Skills
Salesforce.com, SaaS, Cloud Computing, Enterprise Software, Analytics, Business Development, Solution Selling, Start-ups, Strategic Partnerships, Go-to-market Strategy, CRM, Account Management, Competitive Analysis, Social Media, Sales Process, Sales
Education
Dartmouth College 2004 — 2008
B.A., Major in Government, Minor in Art History
The Branson School 2000 — 2004
Harvard Business School
MCDS
Harvard Business School August 2014 - Present
salesforce.com October 2013 - May 2014
Salesforce.com September 2011 - October 2013
Salesforce.com March 2010 - September 2011
Sloane & Company Corporate Communications October 2008 - January 2010
Thomas Weisel Partners July 2008 - September 2008
Thomas Weisel Partners July 2007 - September 2007
Skills
Salesforce.com, SaaS, Cloud Computing, Enterprise Software, Analytics, Business Development, Solution Selling, Start-ups, Strategic Partnerships, Go-to-market Strategy, CRM, Account Management, Competitive Analysis, Social Media, Sales Process, Sales
Education
Dartmouth College 2004 — 2008
B.A., Major in Government, Minor in Art History
The Branson School 2000 — 2004
Harvard Business School
MCDS
Lance Kinkead Lance Kinkead's Thomas Weisel Partners Experience June 1999 - September 2002
Job
Industry Investment Banking
Experience
First Capital Mortgage January 2014 - Present
ColdWell Banker thru First Capital 2005 - January 2014
Bekker Compliance Consulting Partners, LLC 2005 - 2009
M.A.G. Capital, LLC 2005 - 2007
Barclays Global Investors October 2002 - March 2005
Thomas Weisel Partners June 1999 - September 2002
National Association of Securities Dealers (FINRA) September 1993 - June 1999
Skills
Loans, Mortgage Lending, Investments, Loan Origination, Fixed Income, Securities, Hedge Funds, Residential Mortgages, Trading, Refinance, Financial Structuring, Finance, Investment Advisory, Mortgage Banking, FHA, FINRA, Credit, Real Estate, Real Estate Financing, Investment Properties, Internal Audit, Financial Reporting, Banking, Portfolio Management, Financial Services, Brokerage, Mortgage, VA Loan Specialist Over..., FHA Loan Specialist, Specialiist in..., Short Sale Financing, Condo Litigation..., Condo Lititgation...
Education
California State University-Los Angeles 1989 — 1993
Umder Graduate, International Business, Finance
First Capital Mortgage January 2014 - Present
ColdWell Banker thru First Capital 2005 - January 2014
Bekker Compliance Consulting Partners, LLC 2005 - 2009
M.A.G. Capital, LLC 2005 - 2007
Barclays Global Investors October 2002 - March 2005
Thomas Weisel Partners June 1999 - September 2002
National Association of Securities Dealers (FINRA) September 1993 - June 1999
Skills
Loans, Mortgage Lending, Investments, Loan Origination, Fixed Income, Securities, Hedge Funds, Residential Mortgages, Trading, Refinance, Financial Structuring, Finance, Investment Advisory, Mortgage Banking, FHA, FINRA, Credit, Real Estate, Real Estate Financing, Investment Properties, Internal Audit, Financial Reporting, Banking, Portfolio Management, Financial Services, Brokerage, Mortgage, VA Loan Specialist Over..., FHA Loan Specialist, Specialiist in..., Short Sale Financing, Condo Litigation..., Condo Lititgation...
Education
California State University-Los Angeles 1989 — 1993
Umder Graduate, International Business, Finance
Jack Monopoli's Thomas Weisel Partners Experience January 1999 - April 2001
Job Managing Director, Head of Corporate Services Trading at Merriman Capital, Inc.
Industry Financial Services
Experience
Merriman Capital, Inc. April 2013 - Present
ThinkEquity January 2004 - November 2012
Thomas Weisel Partners January 1999 - April 2001
Deutsche Bank 1995 - 1997
Olde Discount Corporation 1991 - 1996
Skills
Equities, Series 7, Series 24, Series 55, Asset Allocation, FINRA, Hedge Funds, Trading, Risk Management, Mutual Funds, Series 63, Bloomberg, Trading Systems, Equity Trading, Electronic Trading, Options, Securities, Equity Research, Capital Markets, Alternative Investments, Financial Markets, Investment Banking, Fixed Income
Education
Boston University - School of Management 1983 — 1987
Bachelor Science Business Administration, Finance
Merriman Capital, Inc. April 2013 - Present
ThinkEquity January 2004 - November 2012
Thomas Weisel Partners January 1999 - April 2001
Deutsche Bank 1995 - 1997
Olde Discount Corporation 1991 - 1996
Skills
Equities, Series 7, Series 24, Series 55, Asset Allocation, FINRA, Hedge Funds, Trading, Risk Management, Mutual Funds, Series 63, Bloomberg, Trading Systems, Equity Trading, Electronic Trading, Options, Securities, Equity Research, Capital Markets, Alternative Investments, Financial Markets, Investment Banking, Fixed Income
Education
Boston University - School of Management 1983 — 1987
Bachelor Science Business Administration, Finance
Pauline Reader Pauline Reader's Thomas Weisel Partners Experience February 2005 - September 2006
Job VP of Growth
Industry Internet
Experience
Kabbage, Inc September 2014 - Present
eBay March 2012 - September 2014
eBay Inc March 2011 - March 2012
RockYou June 2010 - March 2011
eBay October 2006 - June 2010
Thomas Weisel Partners February 2005 - September 2006
Thomas Weisel Partners September 2003 - February 2005
Morgan Stanley July 2002 - September 2003
Skills
PPC Bid Management, PPC, Paid Search Strategy, Paid Search Campaigns, Product Marketing, SQL, Display Advertising, SEM, Data Analysis, Analytics, Conversion Optimization, Cross-functional Team..., Online Advertising, Digital Strategy, Online Marketing, E-commerce, Digital Marketing, Web Analytics, Strategic Partnerships, Product Launch, Strategy, Business Development, Competitive Analysis, SEO, Go-to-market Strategy, Segmentation, Financial Analysis, Pricing, Advertising technology..., Statistical Data...
Education
Columbia University - Columbia Business School 2012 — 2012
Personal Leadership
Princeton University 1998 — 2002
BA, Economics
Kabbage, Inc September 2014 - Present
eBay March 2012 - September 2014
eBay Inc March 2011 - March 2012
RockYou June 2010 - March 2011
eBay October 2006 - June 2010
Thomas Weisel Partners February 2005 - September 2006
Thomas Weisel Partners September 2003 - February 2005
Morgan Stanley July 2002 - September 2003
Skills
PPC Bid Management, PPC, Paid Search Strategy, Paid Search Campaigns, Product Marketing, SQL, Display Advertising, SEM, Data Analysis, Analytics, Conversion Optimization, Cross-functional Team..., Online Advertising, Digital Strategy, Online Marketing, E-commerce, Digital Marketing, Web Analytics, Strategic Partnerships, Product Launch, Strategy, Business Development, Competitive Analysis, SEO, Go-to-market Strategy, Segmentation, Financial Analysis, Pricing, Advertising technology..., Statistical Data...
Education
Columbia University - Columbia Business School 2012 — 2012
Personal Leadership
Princeton University 1998 — 2002
BA, Economics
Eric Fitzgerald's Thomas Weisel Partners Experience June 2006 - June 2008
Job Director Alternative Investments, MetLife, Inc.
Industry Venture Capital & Private Equity
Experience
MetLife June 2008 - Present
Thomas Weisel Partners June 2006 - June 2008
Liberty Mutual Investment Advisors September 2000 - May 2006
Fidelity Investments July 1994 - September 2000
Fidelity Investments September 1992 - June 1994
Fidelity Investments September 1991 - August 1992
Skills
Private Equity, Alternative Investments, Investments, Venture Capital, Fund Of Funds, Portfolio Management, Asset Management, Valuation, Due Diligence, Investment Management, Manager Selection, Capital Markets, Equities, Asset Allocation, Financial Services, Finance, Strategic Partnerships, Social Networking
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA
Union College 1987 — 1991
BS
MetLife June 2008 - Present
Thomas Weisel Partners June 2006 - June 2008
Liberty Mutual Investment Advisors September 2000 - May 2006
Fidelity Investments July 1994 - September 2000
Fidelity Investments September 1992 - June 1994
Fidelity Investments September 1991 - August 1992
Skills
Private Equity, Alternative Investments, Investments, Venture Capital, Fund Of Funds, Portfolio Management, Asset Management, Valuation, Due Diligence, Investment Management, Manager Selection, Capital Markets, Equities, Asset Allocation, Financial Services, Finance, Strategic Partnerships, Social Networking
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA
Union College 1987 — 1991
BS
Mohammed Elkhalloufi Mohammed Elkhalloufi's Thomas Weisel Partners Experience July 2006 - January 2007
Job Senior Graphic Designer at TriNet
Industry Human Resources
Experience
TriNet September 2009 - Present
Lonely Planet February 2009 - June 2009
CA Technologies November 2007 - November 2008
WageWorks January 2007 - October 2007
Thomas Weisel Partners July 2006 - January 2007
Franklin Templeton Investments November 2005 - April 2006
Ubisoft 2003 - 2004
PMI Group June 2000 - August 2002
Dionex Corporation November 1997 - June 2000
Skills
Wireframes, Marketing, Graphic Design, Adobe Creative Suite, Illustration, Magazine Layout Design, Art, Email Marketing, Graphics, Multimedia, Photoshop, Storyboarding
Education
Université Hassan II Mohammedia 1985 — 1987
BA, Art History
Cal Poly San Luis Obispo
TriNet September 2009 - Present
Lonely Planet February 2009 - June 2009
CA Technologies November 2007 - November 2008
WageWorks January 2007 - October 2007
Thomas Weisel Partners July 2006 - January 2007
Franklin Templeton Investments November 2005 - April 2006
Ubisoft 2003 - 2004
PMI Group June 2000 - August 2002
Dionex Corporation November 1997 - June 2000
Skills
Wireframes, Marketing, Graphic Design, Adobe Creative Suite, Illustration, Magazine Layout Design, Art, Email Marketing, Graphics, Multimedia, Photoshop, Storyboarding
Education
Université Hassan II Mohammedia 1985 — 1987
BA, Art History
Cal Poly San Luis Obispo
Helen Fuell Helen Fuell's Thomas Weisel Partners Experience December 2001 - December 2002
Job Digital HR and Recruiting Leader (London/NY/SF)
Industry Marketing and Advertising
Experience
Beyond May 2011 - Present
Bite Communications October 2005 - January 2013
Wells Fargo Securities December 2002 - October 2005
Thomas Weisel Partners December 2001 - December 2002
Sapient April 2000 - July 2001
Genesis Burson Marsteller April 1999 - June 2000
Morgan Stanley April 1998 - July 1999
Skills
Social Media, Integrated Marketing, Recruiting, Strategic HR, Event Planning, Social Networking, Social Media Marketing, Public Relations, Talent Acquisition, Internal Communications, Leadership, Analytics, Facebook, Human Resources, Management, Program Management, Marketing Communications, New Media, Digital Media, Technical Recruiting, Mobile Devices, Employee Relations, Digital Strategy, Talent Management, Strategy, Digital Marketing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Journalism
Churchill High 1991 — 1993
Beyond May 2011 - Present
Bite Communications October 2005 - January 2013
Wells Fargo Securities December 2002 - October 2005
Thomas Weisel Partners December 2001 - December 2002
Sapient April 2000 - July 2001
Genesis Burson Marsteller April 1999 - June 2000
Morgan Stanley April 1998 - July 1999
Skills
Social Media, Integrated Marketing, Recruiting, Strategic HR, Event Planning, Social Networking, Social Media Marketing, Public Relations, Talent Acquisition, Internal Communications, Leadership, Analytics, Facebook, Human Resources, Management, Program Management, Marketing Communications, New Media, Digital Media, Technical Recruiting, Mobile Devices, Employee Relations, Digital Strategy, Talent Management, Strategy, Digital Marketing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Journalism
Churchill High 1991 — 1993
Erik Zech Erik Zech's Thomas Weisel Partners Experience February 2001 - February 2008
Job Chief Financial Officer at Extole
Industry Executive Office
Experience
Extole March 2014 - Present
Pearl.com September 2012 - March 2014
Real Goods Solar, Inc. January 2008 - September 2012
Thomas Weisel Partners February 2001 - February 2008
Creditland, Inc. June 1999 - February 2001
Yahoo! June 1998 - September 1998
Merrill Lynch September 1995 - August 1997
Price Waterhouse LLP June 1993 - September 1995
Skills
Financial Analysis, Solar Energy, Renewable Energy, Private Equity, Venture Capital, Investor Relations, Financial Modeling, IPO, Corporate Finance, Energy, Mergers, Sarbanes-Oxley Act, Forecasting, Entrepreneurship, Corporate Development, Digital Media, M&A experience
Education
Kellogg Graduate School of Management 1997 — 1999
MBA, Finance
Claremont McKenna College 1989 — 1993
BS, Economics
Extole March 2014 - Present
Pearl.com September 2012 - March 2014
Real Goods Solar, Inc. January 2008 - September 2012
Thomas Weisel Partners February 2001 - February 2008
Creditland, Inc. June 1999 - February 2001
Yahoo! June 1998 - September 1998
Merrill Lynch September 1995 - August 1997
Price Waterhouse LLP June 1993 - September 1995
Skills
Financial Analysis, Solar Energy, Renewable Energy, Private Equity, Venture Capital, Investor Relations, Financial Modeling, IPO, Corporate Finance, Energy, Mergers, Sarbanes-Oxley Act, Forecasting, Entrepreneurship, Corporate Development, Digital Media, M&A experience
Education
Kellogg Graduate School of Management 1997 — 1999
MBA, Finance
Claremont McKenna College 1989 — 1993
BS, Economics
Robert J. Schwartz PhD's Thomas Weisel Partners Experience 2000 - 2003
Job Corporate Development and Strategy Leader
Industry Computer Software
Experience
Bulger Partners November 2014 - Present
Pegasystems July 2012 - June 2014
Directra September 2011 - October 2013
Acnestis January 2010 - June 2012
Collins Stewart LLC August 2009 - January 2010
Jefferies & Company 2004 - 2008
Thomas Weisel Partners 2000 - 2003
SG Cowen 1996 - 2000
RR Donnelley 1994 - 1996
Monitor Group 1992 - 1994
Skills
Competitive Analysis, Enterprise Software, Valuation, Corporate Development, SaaS, Equity Research, Business Strategy, Financial Modeling, Strategic Partnerships, Due Diligence, Strategic Consulting, Analytics, Identifying New..., Segmentation, Trusted Advisor, Strategic Leadership, Hypothesis Testing, Mergers & Acquisitions, Strategy, Management
Education
Harvard University
PhD, Business Economics
University of Minnesota-Twin Cities
MS, Agricultural and Applied Economics
Claremont McKenna College
BA, Economics
Bulger Partners November 2014 - Present
Pegasystems July 2012 - June 2014
Directra September 2011 - October 2013
Acnestis January 2010 - June 2012
Collins Stewart LLC August 2009 - January 2010
Jefferies & Company 2004 - 2008
Thomas Weisel Partners 2000 - 2003
SG Cowen 1996 - 2000
RR Donnelley 1994 - 1996
Monitor Group 1992 - 1994
Skills
Competitive Analysis, Enterprise Software, Valuation, Corporate Development, SaaS, Equity Research, Business Strategy, Financial Modeling, Strategic Partnerships, Due Diligence, Strategic Consulting, Analytics, Identifying New..., Segmentation, Trusted Advisor, Strategic Leadership, Hypothesis Testing, Mergers & Acquisitions, Strategy, Management
Education
Harvard University
PhD, Business Economics
University of Minnesota-Twin Cities
MS, Agricultural and Applied Economics
Claremont McKenna College
BA, Economics
Mat Johnson Mat Johnson's Thomas Weisel Partners Experience April 1999 - March 2003
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
Matthew Raubacher Matthew Raubacher's Thomas Weisel Partners Experience 2004 - 2006
Job Managing Director at TriplePoint Capital
Industry Venture Capital & Private Equity
Experience
TriplePoint Capital 2014 - Present
Cowen and Company 2011 - 2013
Ridgecrest Capital Partners 2007 - 2011
Thomas Weisel Partners 2004 - 2006
Lehman Brothers 1999 - 2003
Citigroup 1996 - 1999
Skills
Mergers and Acquistions, Public Equity Offerings, Private Capital Raising, Venture Capital, Capital Markets, Asset Management, IPO, Due Diligence, Financial Modeling, Corporate Development, Investment Banking, Investments, Mergers, Mergers & Acquisitions, Private Placements, Private Equity, Capital Raising, Valuation, Financial Analysis, M&A experience, Start-ups, Corporate Finance, Divestitures, Equity Research
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA/MSIA, Finance
Carnegie Mellon University
BS, Business / Industrial Management (Engineering Track)
Clarksville
Westminster Schools of Atlanta
TriplePoint Capital 2014 - Present
Cowen and Company 2011 - 2013
Ridgecrest Capital Partners 2007 - 2011
Thomas Weisel Partners 2004 - 2006
Lehman Brothers 1999 - 2003
Citigroup 1996 - 1999
Skills
Mergers and Acquistions, Public Equity Offerings, Private Capital Raising, Venture Capital, Capital Markets, Asset Management, IPO, Due Diligence, Financial Modeling, Corporate Development, Investment Banking, Investments, Mergers, Mergers & Acquisitions, Private Placements, Private Equity, Capital Raising, Valuation, Financial Analysis, M&A experience, Start-ups, Corporate Finance, Divestitures, Equity Research
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA/MSIA, Finance
Carnegie Mellon University
BS, Business / Industrial Management (Engineering Track)
Clarksville
Westminster Schools of Atlanta
Trevor Caldwell Trevor Caldwell's Thomas Weisel Partners Experience 1999 - 2001
Job VP of Investor Relations & Strategic Initiatives at Marchex
Industry Online Media
Experience
Marchex 2005 - Present
Marchex February 2004 - October 2005
Legg Mason 2003 - 2004
Thomas Weisel Partners 1999 - 2001
Volpe Brown & Whelan 1998 - 1999
Skills
Investor Relations, Strategic Planning, Mergers & Acquisitions, IPO, Mergers, Entrepreneurship, Corporate Development, Analytics, Financial Analysis, Business Development, Equity Research, Management, Start-ups, Competitive Analysis, Strategic Partnerships
Education
Colorado College 1991 — 1995
B.A., Economics, Political Science
Marchex 2005 - Present
Marchex February 2004 - October 2005
Legg Mason 2003 - 2004
Thomas Weisel Partners 1999 - 2001
Volpe Brown & Whelan 1998 - 1999
Skills
Investor Relations, Strategic Planning, Mergers & Acquisitions, IPO, Mergers, Entrepreneurship, Corporate Development, Analytics, Financial Analysis, Business Development, Equity Research, Management, Start-ups, Competitive Analysis, Strategic Partnerships
Education
Colorado College 1991 — 1995
B.A., Economics, Political Science
Greg Dietrick Greg Dietrick's Thomas Weisel Partners Experience February 2007 - May 2008
Job Director, Technology and Venture Capital Lending at City National Bank
Industry Venture Capital & Private Equity
Experience
City National Bank April 2014 - Present
Signal Hill Capital April 2013 - April 2014
Montgomery & Co., LLC January 2012 - April 2013
SharesPost February 2010 - January 2012
El Molino Advisors, Inc. July 2008 - June 2011
Thomas Weisel Partners February 2007 - May 2008
Thomas Weisel Partners May 2005 - February 2007
Trinity Capital Advisors November 2000 - March 2005
Skills
Investments, Restructuring, Negotiation, Private Equity, Private Placements, Securities, Debt, Valuation, Financial Modeling, Venture Capital, Corporate Finance, Due Diligence, Financial Analysis, Equities, Investment Banking, Business Strategy, Start-ups, Business Planning
Education
Dartmouth College 1995 — 1999
BA
Polytechnic School 1989 — 1995
City National Bank April 2014 - Present
Signal Hill Capital April 2013 - April 2014
Montgomery & Co., LLC January 2012 - April 2013
SharesPost February 2010 - January 2012
El Molino Advisors, Inc. July 2008 - June 2011
Thomas Weisel Partners February 2007 - May 2008
Thomas Weisel Partners May 2005 - February 2007
Trinity Capital Advisors November 2000 - March 2005
Skills
Investments, Restructuring, Negotiation, Private Equity, Private Placements, Securities, Debt, Valuation, Financial Modeling, Venture Capital, Corporate Finance, Due Diligence, Financial Analysis, Equities, Investment Banking, Business Strategy, Start-ups, Business Planning
Education
Dartmouth College 1995 — 1999
BA
Polytechnic School 1989 — 1995
George Papaioannou, CFA George Papaioannou, CFA's Thomas Weisel Partners Experience 2001 - 2006
Job President at Venstrat, LLC
Industry Financial Services
Experience
Venstrat, LLC June 2006 - Present
Cayenne Consulting May 2006 - Present
Rider University January 2015 - Present
Thomas Weisel Partners 2001 - 2006
IBM Global Services 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Skills
Financial Modeling, Business Valuation, Business Planning, Valuation, Equity Research, Due Diligence, Business Development, Venture Capital, Consulting, Strategy, Corporate Finance, Investments, Alternative Investments, Start-ups, Hedge Funds, Equities, Mergers & Acquisitions, Capital Markets, Private Equity, Management, Corporate Development, Asset Management, Portfolio Management, Investment Banking
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Media Management
Cornell University 1987 — 1991
AB, History
The Lawrenceville School 1982 — 1987
Diploma
Venstrat, LLC June 2006 - Present
Cayenne Consulting May 2006 - Present
Rider University January 2015 - Present
Thomas Weisel Partners 2001 - 2006
IBM Global Services 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Skills
Financial Modeling, Business Valuation, Business Planning, Valuation, Equity Research, Due Diligence, Business Development, Venture Capital, Consulting, Strategy, Corporate Finance, Investments, Alternative Investments, Start-ups, Hedge Funds, Equities, Mergers & Acquisitions, Capital Markets, Private Equity, Management, Corporate Development, Asset Management, Portfolio Management, Investment Banking
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Media Management
Cornell University 1987 — 1991
AB, History
The Lawrenceville School 1982 — 1987
Diploma
Jonathan Palmer's Thomas Weisel Partners Experience January 2008 - December 2008
Job Healthcare investment/finance professional
Industry Financial Services
Experience
Bloomberg LP October 2014 - Present
OmniCyte March 2014 - October 2014
CLSA October 2011 - June 2013
CLSA March 2010 - September 2011
Global Science and Research Fund, LP January 2009 - February 2010
Thomas Weisel Partners January 2008 - December 2008
Thomas Weisel Partners June 2006 - December 2007
Pfizer July 2004 - May 2006
Pfizer June 2002 - June 2004
Tullett Prebon March 1999 - July 2000
Skills
Series 7, Equity Research, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Financial Analysis, Series 63, Options, Equities, Medical Research, Mutual Funds, Equity Research Analysis
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1994 — 1998
BS, Marketing
Bloomberg LP October 2014 - Present
OmniCyte March 2014 - October 2014
CLSA October 2011 - June 2013
CLSA March 2010 - September 2011
Global Science and Research Fund, LP January 2009 - February 2010
Thomas Weisel Partners January 2008 - December 2008
Thomas Weisel Partners June 2006 - December 2007
Pfizer July 2004 - May 2006
Pfizer June 2002 - June 2004
Tullett Prebon March 1999 - July 2000
Skills
Series 7, Equity Research, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Financial Analysis, Series 63, Options, Equities, Medical Research, Mutual Funds, Equity Research Analysis
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1994 — 1998
BS, Marketing
Brett Martin's Thomas Weisel Partners Experience July 2004 - November 2006
Job Founder at NewCo
Industry Internet
Experience
NewCo September 2013 - Present
Sonar Media, Inc. October 2010 - September 2013
AppFund February 2010 - October 2010
SDA Bocconi October 2007 - February 2010
VBS.tv/Vice Magazine May 2007 - October 2007
S/V SEA PEARL ‘30 December 2006 - April 2007
Thomas Weisel Partners July 2004 - November 2006
RISE NEW YORK, Inc. January 2006 - September 2006
Skills
Venture Capital, Entrepreneurship, Business Strategy, Financial Modeling, Start-ups, Strategy, Mobile Marketing, Mergers, Valuation, Business Planning, Investments, Due Diligence, Analysis, Mergers & Acquisitions, Competitive Analysis, Corporate Development, Business Development, Angel Investing, Strategic Consulting, Corporate Finance, Emerging Markets, Mobile Applications, Strategic Partnerships, New Business Development, Management, Finance, Private Equity, Mobile Devices, Investment Banking, Program Management, Analytics, SEO, Business Modeling, Lean Startup, E-commerce, M&A experience, Product Development, Product Management, Location Based Services, Mobile Advertising, Marketing
Education
The Tuck School of Business at Dartmouth 2002 — 2003
-
Dartmouth College
Worcester Preparatory School
NewCo September 2013 - Present
Sonar Media, Inc. October 2010 - September 2013
AppFund February 2010 - October 2010
SDA Bocconi October 2007 - February 2010
VBS.tv/Vice Magazine May 2007 - October 2007
S/V SEA PEARL ‘30 December 2006 - April 2007
Thomas Weisel Partners July 2004 - November 2006
RISE NEW YORK, Inc. January 2006 - September 2006
Skills
Venture Capital, Entrepreneurship, Business Strategy, Financial Modeling, Start-ups, Strategy, Mobile Marketing, Mergers, Valuation, Business Planning, Investments, Due Diligence, Analysis, Mergers & Acquisitions, Competitive Analysis, Corporate Development, Business Development, Angel Investing, Strategic Consulting, Corporate Finance, Emerging Markets, Mobile Applications, Strategic Partnerships, New Business Development, Management, Finance, Private Equity, Mobile Devices, Investment Banking, Program Management, Analytics, SEO, Business Modeling, Lean Startup, E-commerce, M&A experience, Product Development, Product Management, Location Based Services, Mobile Advertising, Marketing
Education
The Tuck School of Business at Dartmouth 2002 — 2003
-
Dartmouth College
Worcester Preparatory School
Peter Higgins's Thomas Weisel Partners Experience May 1999 - December 2000
Job Founder, CVR Portfolio Funds
Industry Investment Management
Experience
CVR Portfolio Funds November 2013 - Present
State Street Bank November 2011 - September 2013
Pulse Trading November 2004 - November 2011
Charles Schwab January 2003 - November 2004
Moore Capital Management January 2001 - February 2002
Thomas Weisel Partners May 1999 - December 2000
Bear Stearns November 1993 - April 1999
Skills
Hedge Funds, Electronic Trading, Series 7, Bloomberg, Equities, Alternative Investments, Securities, Equity Trading, Portfolio Management, Mutual Funds
Education
Boston College 1986 — 1990
BS, Finance
Xaverian Brothers High School
CVR Portfolio Funds November 2013 - Present
State Street Bank November 2011 - September 2013
Pulse Trading November 2004 - November 2011
Charles Schwab January 2003 - November 2004
Moore Capital Management January 2001 - February 2002
Thomas Weisel Partners May 1999 - December 2000
Bear Stearns November 1993 - April 1999
Skills
Hedge Funds, Electronic Trading, Series 7, Bloomberg, Equities, Alternative Investments, Securities, Equity Trading, Portfolio Management, Mutual Funds
Education
Boston College 1986 — 1990
BS, Finance
Xaverian Brothers High School
Christe Spiers Christe Spiers's Thomas Weisel Partners Experience May 1999 - June 2010
Job Private Client Advisor, Wealth Management, U.S. Trust
Industry Financial Services
Experience
Stifel Nicolaus July 2010 - November 2011
Thomas Weisel Partners May 1999 - June 2010
Credit Suisse First Boston September 1996 - April 1999
Dawson Home Fashions 1992 - 1994
Cosmair 1991 - 1992
Cosmair 1990 - 1991
Skills
Financial Planning, Entrepreneurial Finance, Consultative Approach, Trust Services, Relationship Management, Sales, Investments, Equities, Equity Research, Capital Markets, Hedge Funds, Valuation, Mutual Funds, Financial Analysis, Financial Markets, Financial Services, Leadership, Asset Management, Trading, Marketing, Building Relationships, Investment Banking, Writing, Networking, Business Development, Start-ups, Branding & Identity, Recruiting, Sales Presentations, Investor Relations, Product Management, Product Development, Bloomberg, Series 7, Venture Capital, exit planning
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Boston University 1982 — 1986
B.A., French Language and Literature
Sacred Heart Academy
Stifel Nicolaus July 2010 - November 2011
Thomas Weisel Partners May 1999 - June 2010
Credit Suisse First Boston September 1996 - April 1999
Dawson Home Fashions 1992 - 1994
Cosmair 1991 - 1992
Cosmair 1990 - 1991
Skills
Financial Planning, Entrepreneurial Finance, Consultative Approach, Trust Services, Relationship Management, Sales, Investments, Equities, Equity Research, Capital Markets, Hedge Funds, Valuation, Mutual Funds, Financial Analysis, Financial Markets, Financial Services, Leadership, Asset Management, Trading, Marketing, Building Relationships, Investment Banking, Writing, Networking, Business Development, Start-ups, Branding & Identity, Recruiting, Sales Presentations, Investor Relations, Product Management, Product Development, Bloomberg, Series 7, Venture Capital, exit planning
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Boston University 1982 — 1986
B.A., French Language and Literature
Sacred Heart Academy
Trevor Shevin, CIP, CASAC-T, CARC, MBA Trevor Shevin, CIP, CASAC-T, CARC, MBA's Thomas Weisel Partners Experience October 2007 - October 2008
Job
Industry Mental Health Care
Experience
Gallant & Associates July 2013 - Present
Paige Stetson & Associates 2012 - July 2013
Monarch Wealth and Business Management June 2009 - December 2010
Thomas Weisel Partners October 2007 - October 2008
Sterling Stamos January 2006 - March 2007
Morgan Stanley May 1997 - January 2006
Skills
Business Development, Strategic Planning, Fundraising, Marketing, Strategy, Substance Abuse..., Case Management Services, Interventions, Relapse Prevention, Substance Use Disorders, Addiction Recovery, Motivational..., Recovery Coaching, Life Coaching, Codependency, Spiritual Direction, Career Development..., Career Counseling, Leadership, Communication Skills, Public Speaking, Psychotherapy, Community Outreach, Adolescents, Behavioral Health, Google Groups, Family Therapy, Healthcare, Chemical Dependency, Co-occurring Disorders, Mental Health, Relationship Management, Executive Coaching, Executive Group..., Case Management, Case Managment, Coaching, Crisis Intervention, Dual Diagnosis, Group Therapy, Mental Health Counseling, Social Services, Substance Abuse..., Treatment, Young Adult Services
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
MBA
Skidmore College 1990 — 1994
BA
Mercy College 2011 — 2012
CASAC
Rye Country Day School 1986 — 1990
Gallant & Associates July 2013 - Present
Paige Stetson & Associates 2012 - July 2013
Monarch Wealth and Business Management June 2009 - December 2010
Thomas Weisel Partners October 2007 - October 2008
Sterling Stamos January 2006 - March 2007
Morgan Stanley May 1997 - January 2006
Skills
Business Development, Strategic Planning, Fundraising, Marketing, Strategy, Substance Abuse..., Case Management Services, Interventions, Relapse Prevention, Substance Use Disorders, Addiction Recovery, Motivational..., Recovery Coaching, Life Coaching, Codependency, Spiritual Direction, Career Development..., Career Counseling, Leadership, Communication Skills, Public Speaking, Psychotherapy, Community Outreach, Adolescents, Behavioral Health, Google Groups, Family Therapy, Healthcare, Chemical Dependency, Co-occurring Disorders, Mental Health, Relationship Management, Executive Coaching, Executive Group..., Case Management, Case Managment, Coaching, Crisis Intervention, Dual Diagnosis, Group Therapy, Mental Health Counseling, Social Services, Substance Abuse..., Treatment, Young Adult Services
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
MBA
Skidmore College 1990 — 1994
BA
Mercy College 2011 — 2012
CASAC
Rye Country Day School 1986 — 1990
Andrew Hostetler Andrew Hostetler's Thomas Weisel Partners Experience 2002 - 2007
Job Institutional Sales at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
ISI Group May 2010 - July 2014
Deutsche Bank May 2007 - April 2010
Thomas Weisel Partners 2002 - 2007
Skills
Equity Research, Equities, Trading, Equity Trading, Asset Allocation, Financial Markets, Emerging Markets, Derivatives, Investment Management, Investment Strategies, Corporate Finance, Equity Valuation, Financial Analysis, Trading Systems, Series 7, Series 63, Due Diligence
Education
Denison University 1995 — 1999
BA, Economics
UBS Investment Bank July 2014 - Present
ISI Group May 2010 - July 2014
Deutsche Bank May 2007 - April 2010
Thomas Weisel Partners 2002 - 2007
Skills
Equity Research, Equities, Trading, Equity Trading, Asset Allocation, Financial Markets, Emerging Markets, Derivatives, Investment Management, Investment Strategies, Corporate Finance, Equity Valuation, Financial Analysis, Trading Systems, Series 7, Series 63, Due Diligence
Education
Denison University 1995 — 1999
BA, Economics
Brett Burns Brett Burns's Thomas Weisel Partners Experience 2000 - 2005
Job Managing Director Head of US Institutional Cash Equity Sales at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank April 2010 - Present
Deutsche Bank 2005 - 2010
Thomas Weisel Partners 2000 - 2005
UBS Securities 1997 - 2000
Chase Manhattan Bank 1992 - 1996
Skills
Equities, Hedge Funds, Capital Markets, Mutual Funds, Institutional..., Investments, Alternative Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Boston College 1988 — 1992
Bachelor of Arts, English and Philosophy
Fairfield Prep 1985 — 1988
Deutsche Bank April 2010 - Present
Deutsche Bank 2005 - 2010
Thomas Weisel Partners 2000 - 2005
UBS Securities 1997 - 2000
Chase Manhattan Bank 1992 - 1996
Skills
Equities, Hedge Funds, Capital Markets, Mutual Funds, Institutional..., Investments, Alternative Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Boston College 1988 — 1992
Bachelor of Arts, English and Philosophy
Fairfield Prep 1985 — 1988
Mary K. Barry Mary K. Barry's Thomas Weisel Partners Experience August 2000 - August 2001
Job Doctor of Physical Therapy, Clinic Director
Industry Medical Practice
Experience
Delta Physical Therapy, A San Luis Sports Therapy Family Clinic, Team Movement For Life May 2009 - Present
American Physical Therapy Association, APTA & California Physical Therapy Association, CPTA August 2004 - Present
California Physical Therapy Association, Political Action Committee Board Member August 2012 - December 2013
University of the Pacific, Thomas J. Long School of Pharmacy and Health Sciences March 2011 - January 2013
California Physical Therapy Association 2012 - 2012
San Luis Sports Therapy & Orthopedic Rehabilitation July 2007 - May 2009
Amundson Physical Therapy November 2003 - August 2004
The Permanente Medical Group May 1997 - August 2002
Thomas Weisel Partners August 2000 - August 2001
Skills
Orthopedic, Physical Therapy, Rehabilitation, Treatment, Sports Medicine, Healthcare, Injury Prevention, Manual Therapy, Clinical Research, Wellness, Healthcare Management, Sports Injuries, Fitness, Cpr Certified, Pain Management, Pediatrics, Musculoskeletal, Exercise Physiology, Strength Training, Prevention, Orthopedics
Education
University of Southern California 2004 — 2007
D.P.T., Doctorate in Physical Therapy
California State University-Chico 2002 — 2004
Post-Baccalaureate
University of California, Berkeley 1989 — 1995
B.A., Sociology
Mercy High School 1985 — 1989
College Preparatory
Sacred Heart Elementary School 1976 — 1985
Delta Physical Therapy, A San Luis Sports Therapy Family Clinic, Team Movement For Life May 2009 - Present
American Physical Therapy Association, APTA & California Physical Therapy Association, CPTA August 2004 - Present
California Physical Therapy Association, Political Action Committee Board Member August 2012 - December 2013
University of the Pacific, Thomas J. Long School of Pharmacy and Health Sciences March 2011 - January 2013
California Physical Therapy Association 2012 - 2012
San Luis Sports Therapy & Orthopedic Rehabilitation July 2007 - May 2009
Amundson Physical Therapy November 2003 - August 2004
The Permanente Medical Group May 1997 - August 2002
Thomas Weisel Partners August 2000 - August 2001
Skills
Orthopedic, Physical Therapy, Rehabilitation, Treatment, Sports Medicine, Healthcare, Injury Prevention, Manual Therapy, Clinical Research, Wellness, Healthcare Management, Sports Injuries, Fitness, Cpr Certified, Pain Management, Pediatrics, Musculoskeletal, Exercise Physiology, Strength Training, Prevention, Orthopedics
Education
University of Southern California 2004 — 2007
D.P.T., Doctorate in Physical Therapy
California State University-Chico 2002 — 2004
Post-Baccalaureate
University of California, Berkeley 1989 — 1995
B.A., Sociology
Mercy High School 1985 — 1989
College Preparatory
Sacred Heart Elementary School 1976 — 1985
Robert Flemer, CMT Robert Flemer, CMT's Thomas Weisel Partners Experience 1999 - 2010
Job Salestrader at BTIG
Industry Financial Services
Experience
BTIG November 2011 - Present
Thomas Weisel Partners 1999 - 2010
Skills
Equities, Capital Markets, Bloomberg, Trading, Series 63, Series 7, Fixed Income, Equity Research
Education
Arizona State University
BS, Finance
holmdel
BTIG November 2011 - Present
Thomas Weisel Partners 1999 - 2010
Skills
Equities, Capital Markets, Bloomberg, Trading, Series 63, Series 7, Fixed Income, Equity Research
Education
Arizona State University
BS, Finance
holmdel
Stephen Hsu's Thomas Weisel Partners Experience July 2003 - July 2004
Job Partner at Genoa Partners LLC
Industry Investment Banking
Experience
Genoa Partners LLC May 2015 - Present
BA Securities LLC March 2012 - Present
Objective Capital Partners April 2012 - May 2015
Pegasus Capital Group September 2008 - April 2011
Cappello Capital Corp. October 2005 - January 2007
UBS Investment Bank July 2004 - September 2005
Thomas Weisel Partners July 2003 - July 2004
Universal Studios October 2002 - April 2003
Lehman Brothers June 2001 - August 2002
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Investments, Investment Banking, Due Diligence, Business Strategy, Strategic Planning, Restructuring, Equities, LBO, Leveraged Finance, Business Planning, Financial Planning, Budgeting, Entrepreneurship, Venture Capital, Excel, Microsoft Office, Competitive Analysis, Fundraising, Bloomberg, Forecasting, Debt, Business Valuation, Research, Negotiation, Management Consulting, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Budgets
Education
Duke University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Duke University 1997 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics
Genoa Partners LLC May 2015 - Present
BA Securities LLC March 2012 - Present
Objective Capital Partners April 2012 - May 2015
Pegasus Capital Group September 2008 - April 2011
Cappello Capital Corp. October 2005 - January 2007
UBS Investment Bank July 2004 - September 2005
Thomas Weisel Partners July 2003 - July 2004
Universal Studios October 2002 - April 2003
Lehman Brothers June 2001 - August 2002
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Investments, Investment Banking, Due Diligence, Business Strategy, Strategic Planning, Restructuring, Equities, LBO, Leveraged Finance, Business Planning, Financial Planning, Budgeting, Entrepreneurship, Venture Capital, Excel, Microsoft Office, Competitive Analysis, Fundraising, Bloomberg, Forecasting, Debt, Business Valuation, Research, Negotiation, Management Consulting, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Budgets
Education
Duke University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Duke University 1997 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics
Nathan Ritsko Nathan Ritsko's Thomas Weisel Partners Experience June 2004 - August 2004
Job Asset Allocation Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
David Rappaport, CFA's Thomas Weisel Partners Experience 2006 - 2008
Job Senior Vice President at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. 2014 - Present
Inverness Advisors, LLC 2009 - 2014
Stanford Group Company 2008 - 2009
Thomas Weisel Partners 2006 - 2008
SG Cowen 2004 - 2006
Ibbotson Associates 1998 - 2002
Skills
Investment Banking, Venture Capital, Valuation, Mergers, Financial Modeling, Private Equity, Equities, Due Diligence, Investments, Portfolio Management, Alternative Investments, Corporate Finance, Asset Managment, Capital Markets, Corporate Development, Financial Analysis, Asset Allocation, Mergers & Acquisitions, Private Placements
Education
Emory University - Goizueta Business School 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance and Economics
Raymond James Financial Inc. 2014 - Present
Inverness Advisors, LLC 2009 - 2014
Stanford Group Company 2008 - 2009
Thomas Weisel Partners 2006 - 2008
SG Cowen 2004 - 2006
Ibbotson Associates 1998 - 2002
Skills
Investment Banking, Venture Capital, Valuation, Mergers, Financial Modeling, Private Equity, Equities, Due Diligence, Investments, Portfolio Management, Alternative Investments, Corporate Finance, Asset Managment, Capital Markets, Corporate Development, Financial Analysis, Asset Allocation, Mergers & Acquisitions, Private Placements
Education
Emory University - Goizueta Business School 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance and Economics
Brenda Maldonado Brenda Maldonado's Thomas Weisel Partners Experience 2000 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Nomura Bank 2010 - Present
Deutsche Bank 1996 - 2008
Alex. Brown & Sons 1996 - 2005
The MONY Group 2002 - 2004
Thomas Weisel Partners 2000 - 2001
Education
Farmingdale State College
Nomura Bank 2010 - Present
Deutsche Bank 1996 - 2008
Alex. Brown & Sons 1996 - 2005
The MONY Group 2002 - 2004
Thomas Weisel Partners 2000 - 2001
Education
Farmingdale State College
Alex Kulinchenko Alex Kulinchenko's Thomas Weisel Partners Experience January 2008 - November 2008
Job Senior Unified Communications Engineer at Kinross Gold Corporation
Industry Information Technology and Services
Experience
Kinross Gold Corporation January 2010 - Present
Alyans Consulting September 2009 - January 2010
Barzel Industries (formerly Novamerican Steel Canada Inc.) November 2008 - November 2009
Thomas Weisel Partners January 2008 - November 2008
Westwind Partners April 2005 - December 2007
Pandha Financial/IQON Financial 2003 - 2004
Skills
SharePoint, Integration, Vendor Management, SQL, Active Directory, VMware Infrastructure, Exchange Server..., Microsoft Exchange, Disaster Recovery, Servers, Cisco VoIP, Cisco UCS, Cisco Call Manager, Unity Connection, Video Conferencing, Nortel Meridian, Blackberry Enterprise..., VMware ESX, Cisco Technologies, Windows Server, Troubleshooting, Project Management, VMware, Telecommunications, DNS, VPN, Networking, DHCP, IT Operations, System Deployment, Operating Systems, Infrastructure, Security, Citrix, WAN, Software Installation, Microsoft SQL Server, Information Technology, Microsoft Technologies, Virtualization, Firewalls, LAN-WAN, IT Management, Microsoft Certified..., ITIL, Switches, Network Design, Network Administration, Unified Communications, Powershell
Education
Lakehead University 2004 — 2005
Bachelor of Business Administration (Honours), MIS, Finance
Humber College 2000 — 2001
Business Administration Diploma (honours), Finance, Economics
Assumption University 1997 — 1999
Bachelor of Business Administration (incomplete), Finance, Economics
Kinross Gold Corporation January 2010 - Present
Alyans Consulting September 2009 - January 2010
Barzel Industries (formerly Novamerican Steel Canada Inc.) November 2008 - November 2009
Thomas Weisel Partners January 2008 - November 2008
Westwind Partners April 2005 - December 2007
Pandha Financial/IQON Financial 2003 - 2004
Skills
SharePoint, Integration, Vendor Management, SQL, Active Directory, VMware Infrastructure, Exchange Server..., Microsoft Exchange, Disaster Recovery, Servers, Cisco VoIP, Cisco UCS, Cisco Call Manager, Unity Connection, Video Conferencing, Nortel Meridian, Blackberry Enterprise..., VMware ESX, Cisco Technologies, Windows Server, Troubleshooting, Project Management, VMware, Telecommunications, DNS, VPN, Networking, DHCP, IT Operations, System Deployment, Operating Systems, Infrastructure, Security, Citrix, WAN, Software Installation, Microsoft SQL Server, Information Technology, Microsoft Technologies, Virtualization, Firewalls, LAN-WAN, IT Management, Microsoft Certified..., ITIL, Switches, Network Design, Network Administration, Unified Communications, Powershell
Education
Lakehead University 2004 — 2005
Bachelor of Business Administration (Honours), MIS, Finance
Humber College 2000 — 2001
Business Administration Diploma (honours), Finance, Economics
Assumption University 1997 — 1999
Bachelor of Business Administration (incomplete), Finance, Economics
Jennie Montano Jennie Montano's Thomas Weisel Partners Experience February 2000 - August 2003
Job Sr Site Manager at Genentech
Industry Biotechnology
Experience
Genentech March 2012 - Present
Genentech February 2010 - March 2012
Genentech July 2008 - January 2010
Independent February 2008 - June 2008
Robert Toigo Foundation November 2005 - February 2008
Thomas Weisel Partners February 2000 - August 2003
SNK Development Inc July 1997 - February 2000
Skills
Project Management, Cross-functional Team..., Business Development, SAP, Visio, Research, Outlook, Leadership, Microsoft Excel, MS Project, Analysis, Program Management, Biotechnology, PowerPoint, Change Management, GMP, Strategic Planning, Contract Negotiation, Training, Team Leadership, Continuous Improvement, Manufacturing, Engineering, Budgets
Education
San Francisco State University 2003 — 2005
Masters of Science
University of Phoenix 2000 — 2002
BS
Adams State College 1992 — 1994
Genentech March 2012 - Present
Genentech February 2010 - March 2012
Genentech July 2008 - January 2010
Independent February 2008 - June 2008
Robert Toigo Foundation November 2005 - February 2008
Thomas Weisel Partners February 2000 - August 2003
SNK Development Inc July 1997 - February 2000
Skills
Project Management, Cross-functional Team..., Business Development, SAP, Visio, Research, Outlook, Leadership, Microsoft Excel, MS Project, Analysis, Program Management, Biotechnology, PowerPoint, Change Management, GMP, Strategic Planning, Contract Negotiation, Training, Team Leadership, Continuous Improvement, Manufacturing, Engineering, Budgets
Education
San Francisco State University 2003 — 2005
Masters of Science
University of Phoenix 2000 — 2002
BS
Adams State College 1992 — 1994
Chris Amen's Thomas Weisel Partners Experience 1999 - 2002
Job Head of U.S. Rates Markets at Tradeweb
Industry Financial Services
Experience
Tradeweb 2014 - Present
Tradeweb 2010 - 2013
Dealerweb 2008 - 2010
Tradeweb 2004 - 2008
Thomson Financial 2003 - 2004
Thomas Weisel Partners 1999 - 2002
Skills
Capital Markets, Electronic Trading, Trading, Investment Banking, Bloomberg, Fixed Income, Derivatives, Equities, Trading Systems, Bonds, Management, Strategy, Strategic Planning, Financial Services, Financial Markets, Securities, Market Data, Series 7
Education
Duke University
B.A.
Tradeweb 2014 - Present
Tradeweb 2010 - 2013
Dealerweb 2008 - 2010
Tradeweb 2004 - 2008
Thomson Financial 2003 - 2004
Thomas Weisel Partners 1999 - 2002
Skills
Capital Markets, Electronic Trading, Trading, Investment Banking, Bloomberg, Fixed Income, Derivatives, Equities, Trading Systems, Bonds, Management, Strategy, Strategic Planning, Financial Services, Financial Markets, Securities, Market Data, Series 7
Education
Duke University
B.A.
Kevin Cunningham Kevin Cunningham's Thomas Weisel Partners Experience August 2000 - May 2003
Job Principal at LNC Partners
Industry Venture Capital & Private Equity
Experience
LNC Partners January 2014 - Present
Ares Management April 2010 - December 2013
Reed Group January 2012 - December 2012
Stag Parkway April 2010 - December 2012
Coverall Health-Based Cleaning System January 2009 - February 2011
Allied Capital June 2007 - April 2010
BancBoston Capital May 2003 - July 2005
Thomas Weisel Partners August 2000 - May 2003
Skills
Private Equity, Valuation, Mergers, Leveraged Finance, LBO, Corporate Development, Financial Modeling, Financial Management, Private Debt, Restructuring, Mergers & Acquisitions, Finance, Equities, Managerial Finance, Investments, Hedge Funds, Portfolio Management, Asset Management, Consumer Debt
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Virginia 1996 — 2000
B.S., Commerce
LNC Partners January 2014 - Present
Ares Management April 2010 - December 2013
Reed Group January 2012 - December 2012
Stag Parkway April 2010 - December 2012
Coverall Health-Based Cleaning System January 2009 - February 2011
Allied Capital June 2007 - April 2010
BancBoston Capital May 2003 - July 2005
Thomas Weisel Partners August 2000 - May 2003
Skills
Private Equity, Valuation, Mergers, Leveraged Finance, LBO, Corporate Development, Financial Modeling, Financial Management, Private Debt, Restructuring, Mergers & Acquisitions, Finance, Equities, Managerial Finance, Investments, Hedge Funds, Portfolio Management, Asset Management, Consumer Debt
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Virginia 1996 — 2000
B.S., Commerce
Jeff Wright, CPA Jeff Wright, CPA's Thomas Weisel Partners Experience 1999 - 2001
Job Controller at Axway
Industry Computer Software
Experience
Axway April 2013 - Present
Rural/Metro Corporation 2011 - 2012
Rural/Metro Corporation 2008 - 2011
PricewaterhouseCoopers 2005 - 2008
Mars 2001 - 2005
Thomas Weisel Partners 1999 - 2001
Arthur Andersen 1996 - 1999
Skills
SOX, Financial Reporting, Accounting, Financial Analysis, Process Improvement, Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Internal Audit, Variance Analysis, CPA, Forecasting, Cost Accounting, GAAP, Budgets, Account Reconciliation, Finance, Financial Statements, General Ledger, Mergers & Acquisitions, Consolidation, Accounts Payable, Due Diligence, Analysis, Revenue Recognition
Education
Brigham Young University 1991 — 1996
MAcc, Accounting
Axway April 2013 - Present
Rural/Metro Corporation 2011 - 2012
Rural/Metro Corporation 2008 - 2011
PricewaterhouseCoopers 2005 - 2008
Mars 2001 - 2005
Thomas Weisel Partners 1999 - 2001
Arthur Andersen 1996 - 1999
Skills
SOX, Financial Reporting, Accounting, Financial Analysis, Process Improvement, Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Internal Audit, Variance Analysis, CPA, Forecasting, Cost Accounting, GAAP, Budgets, Account Reconciliation, Finance, Financial Statements, General Ledger, Mergers & Acquisitions, Consolidation, Accounts Payable, Due Diligence, Analysis, Revenue Recognition
Education
Brigham Young University 1991 — 1996
MAcc, Accounting
Fermin Lau's Thomas Weisel Partners Experience February 2000 - November 2001
Job Founder at STEP INTO MY SOLE FOUNDATION Inc.
Industry Nonprofit Organization Management
Experience
STEP INTO MY SOLE FOUNDATION Inc. January 2012 - Present
Union Bank of California November 2008 - February 2009
Barclays Global Investors October 2007 - August 2008
GMN Capital L.P. September 2006 - June 2007
Mellon Capital Management March 2006 - September 2006
Investors Bank & Trust 2002 - 2005
Thomas Weisel Partners February 2000 - November 2001
Skills
Fixed Income, Securities, Trading, Mutual Funds, Financial Services, Bonds, Investments, Strategic Planning
Education
California State University-East Bay
B. A., Communications
STEP INTO MY SOLE FOUNDATION Inc. January 2012 - Present
Union Bank of California November 2008 - February 2009
Barclays Global Investors October 2007 - August 2008
GMN Capital L.P. September 2006 - June 2007
Mellon Capital Management March 2006 - September 2006
Investors Bank & Trust 2002 - 2005
Thomas Weisel Partners February 2000 - November 2001
Skills
Fixed Income, Securities, Trading, Mutual Funds, Financial Services, Bonds, Investments, Strategic Planning
Education
California State University-East Bay
B. A., Communications
James Lee's Thomas Weisel Partners Experience 2003 - 2007
Job Strategic Partnerships at Google
Industry Venture Capital & Private Equity
Experience
Google September 2014 - Present
SolarCity March 2014 - July 2014
Cisco October 2012 - February 2014
Cisco July 2009 - October 2012
Infusionsoft August 2008 - September 2008
Cisco June 2008 - August 2008
Thomas Weisel Partners 2003 - 2007
Skills
Venture Capital, Financial Modeling, SaaS, Business Planning, Leadership, Investments, Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Acquisitions, Corporate Development, Private Equity, Business Strategy, Marketing Strategy, Investment Banking, Competitive Analysis, Product Management, Valuation
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Management & Strategy, Marketing
Brigham Young University 1997 — 2003
BS, Economics
London School of Economics and Political Science 2001 — 2001
Visiting Student, Economics
Google September 2014 - Present
SolarCity March 2014 - July 2014
Cisco October 2012 - February 2014
Cisco July 2009 - October 2012
Infusionsoft August 2008 - September 2008
Cisco June 2008 - August 2008
Thomas Weisel Partners 2003 - 2007
Skills
Venture Capital, Financial Modeling, SaaS, Business Planning, Leadership, Investments, Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Acquisitions, Corporate Development, Private Equity, Business Strategy, Marketing Strategy, Investment Banking, Competitive Analysis, Product Management, Valuation
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Management & Strategy, Marketing
Brigham Young University 1997 — 2003
BS, Economics
London School of Economics and Political Science 2001 — 2001
Visiting Student, Economics
Lolita Amica's Thomas Weisel Partners Experience 2001 - 2006
Job Recruiter/Researcher with Experience in Hardware, Software and Entertainment
Industry Human Resources
Experience
Ready for The Next Big Thing! August 2015 - Present
Pixar Animation Studios February 2015 - June 2015
PCH Lime Lab September 2014 - February 2015
Apple, Inc October 2013 - August 2014
Apple Inc. 2010 - October 2013
Apple, Inc. 2010 - 2010
Page One Automotive January 2007 - July 2009
Thomas Weisel Partners 2001 - 2006
Skills
Customer Service, Research, Recruiting, Social Media, Time Management, Analysis, Sourcing, Social Networking, Talent Acquisition, Cloud Computing, Writing, Excel, Word, Fundraising, Customer Relations, Compliance, Documentation, Maintaining Strong..., Technical Recruiting, Applicant Tracking..., Friendly Personality, Confidentiality, Video Conferencing, Career Assessment, Conducting Interviews, Grassroots Organizing, Mac OS, Hospitality, Calendaring, Internet Recruiting, Onboarding, Screening, Taleo
Education
Colorado State University
BS, Natural Resource Management
Sterling College
Associate of Arts, Resource Management
Ready for The Next Big Thing! August 2015 - Present
Pixar Animation Studios February 2015 - June 2015
PCH Lime Lab September 2014 - February 2015
Apple, Inc October 2013 - August 2014
Apple Inc. 2010 - October 2013
Apple, Inc. 2010 - 2010
Page One Automotive January 2007 - July 2009
Thomas Weisel Partners 2001 - 2006
Skills
Customer Service, Research, Recruiting, Social Media, Time Management, Analysis, Sourcing, Social Networking, Talent Acquisition, Cloud Computing, Writing, Excel, Word, Fundraising, Customer Relations, Compliance, Documentation, Maintaining Strong..., Technical Recruiting, Applicant Tracking..., Friendly Personality, Confidentiality, Video Conferencing, Career Assessment, Conducting Interviews, Grassroots Organizing, Mac OS, Hospitality, Calendaring, Internet Recruiting, Onboarding, Screening, Taleo
Education
Colorado State University
BS, Natural Resource Management
Sterling College
Associate of Arts, Resource Management
Alexander Fraser Alexander Fraser's Thomas Weisel Partners Experience 2001 - 2002
Job Alternative Investments Private Equity / Real Estate
Industry Investment Management
Experience
GI Partners 2005 - Present
Bay Area Discovery Museum September 2012 - Present
J.P. Morgan 2004 - 2005
GI Partners 2002 - 2004
Thomas Weisel Partners 2001 - 2002
J.P. Morgan Asset Management 1998 - 1999
JP Morgan Securities 1995 - 1998
Skills
Private Equity, Real Estate Private..., Finance, General Management, Capital Raises, Strategic Planning, Business Strategy, Strategy Development, Communications Strategy, Executive Development
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, General Management / Finance
Colgate University 1991 — 1995
Bachelor's Degree, Multi/Interdisciplinary Studies
Weston High School 1987 — 1991
high school diploma
GI Partners 2005 - Present
Bay Area Discovery Museum September 2012 - Present
J.P. Morgan 2004 - 2005
GI Partners 2002 - 2004
Thomas Weisel Partners 2001 - 2002
J.P. Morgan Asset Management 1998 - 1999
JP Morgan Securities 1995 - 1998
Skills
Private Equity, Real Estate Private..., Finance, General Management, Capital Raises, Strategic Planning, Business Strategy, Strategy Development, Communications Strategy, Executive Development
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, General Management / Finance
Colgate University 1991 — 1995
Bachelor's Degree, Multi/Interdisciplinary Studies
Weston High School 1987 — 1991
high school diploma
Gopal Kandalu Gopal Kandalu's Thomas Weisel Partners Experience 2007 - 2007
Job Strategy, Monetization & Analytics, Adobe Marketing Cloud
Industry Management Consulting
Experience
Adobe 2012 - Present
EngineeringSubmittal.com June 2014 - Present
Oracle Inc. 2009 - November 2012
Bain & Company October 2008 - September 2009
Thomas Weisel Partners 2007 - 2007
Siebel Systems February 2000 - June 2006
Motorola Solutions 1999 - 2000
Skills
Cloud Computing, Pricing Strategy, Pricing Analysis, M&A analysis, Business Strategy, Conjoint Analysis, Business Analytics, Product Marketing, Competitive Analysis, Financial Modeling, Start-ups, Management Consulting, Go-to-market Strategy, Product Management, Leadership, User Experience, Agile Methodologies, Cross-functional Team..., Enterprise Software, Consulting, Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Birla Institute of Technology and Science
B.E
Michigan State University
M.S.
Adobe 2012 - Present
EngineeringSubmittal.com June 2014 - Present
Oracle Inc. 2009 - November 2012
Bain & Company October 2008 - September 2009
Thomas Weisel Partners 2007 - 2007
Siebel Systems February 2000 - June 2006
Motorola Solutions 1999 - 2000
Skills
Cloud Computing, Pricing Strategy, Pricing Analysis, M&A analysis, Business Strategy, Conjoint Analysis, Business Analytics, Product Marketing, Competitive Analysis, Financial Modeling, Start-ups, Management Consulting, Go-to-market Strategy, Product Management, Leadership, User Experience, Agile Methodologies, Cross-functional Team..., Enterprise Software, Consulting, Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Birla Institute of Technology and Science
B.E
Michigan State University
M.S.
Timothy Malloy Timothy Malloy's Thomas Weisel Partners Experience 2002 - 2004
Job Portfolio Manager / Investment Analyst
Industry Investment Management
Experience
Birch Hill Investment Advisors LLC August 2013 - Present
Manulife Asset Management 2004 - March 2013
Manulife Asset Management August 2004 - May 2011
Thomas Weisel Partners 2002 - 2004
Baring Asset Management 2000 - 2001
Heritage Bank September 1998 - January 2000
Pioneer Investments September 1996 - June 1998
Skills
Bloomberg, Financial Modeling, Asset Management, Buy-side, Financial Analysis, Mutual Funds, Hedge Funds, Asset Allocation, Alternative Investments, Asset Managment, Investment Banking, Derivatives, Private Equity, Emerging Markets, Securities, Options, Investment Management, Valuation, Risk Management, Investment Strategies, Equity Valuation, Institutional..., Quantitative Analytics, High Yield, Fund Of Funds, Wealth Management, Investment Advisory..., Factset, Consumer Discretionary, Consumer Staples, Technology, ETFs, Internet & Media, Northfield Research, Datastream, Foreign Languages, Fundamental Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance & Accounting
The Catholic University of America 1990 — 1993
Bachelor of Arts (BA), Spanish Language and Finance
Tilton School 1988 — 1989
Birch Hill Investment Advisors LLC August 2013 - Present
Manulife Asset Management 2004 - March 2013
Manulife Asset Management August 2004 - May 2011
Thomas Weisel Partners 2002 - 2004
Baring Asset Management 2000 - 2001
Heritage Bank September 1998 - January 2000
Pioneer Investments September 1996 - June 1998
Skills
Bloomberg, Financial Modeling, Asset Management, Buy-side, Financial Analysis, Mutual Funds, Hedge Funds, Asset Allocation, Alternative Investments, Asset Managment, Investment Banking, Derivatives, Private Equity, Emerging Markets, Securities, Options, Investment Management, Valuation, Risk Management, Investment Strategies, Equity Valuation, Institutional..., Quantitative Analytics, High Yield, Fund Of Funds, Wealth Management, Investment Advisory..., Factset, Consumer Discretionary, Consumer Staples, Technology, ETFs, Internet & Media, Northfield Research, Datastream, Foreign Languages, Fundamental Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance & Accounting
The Catholic University of America 1990 — 1993
Bachelor of Arts (BA), Spanish Language and Finance
Tilton School 1988 — 1989
Travis Peterson's Thomas Weisel Partners Experience October 2007 - July 2010
Job Founder & president www.storyshelf.com
Industry Computer Software
Experience
StoryShelf.com December 2012 - Present
UC Irvine The Paul Merage School of Business October 2012 - June 2014
Sidoti & Company, LLC January 2011 - July 2012
Thomas Weisel Partners October 2007 - July 2010
CIBC Oppenheimer April 2006 - July 2006
Skills
Investment Banking, Equity Research, Bloomberg, Strategy, Equities, Hedge Funds, Investments, Financial Analysis, Series 7, Capital Markets, Securities, Equity Valuation, Series 63, Trading, Fixed Income, Marketing Strategy, Marketing Communications, Product Design, Competitive Analysis
Education
UC Irvine 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2005 — 2007
Bachelor of Science, Finance
StoryShelf.com December 2012 - Present
UC Irvine The Paul Merage School of Business October 2012 - June 2014
Sidoti & Company, LLC January 2011 - July 2012
Thomas Weisel Partners October 2007 - July 2010
CIBC Oppenheimer April 2006 - July 2006
Skills
Investment Banking, Equity Research, Bloomberg, Strategy, Equities, Hedge Funds, Investments, Financial Analysis, Series 7, Capital Markets, Securities, Equity Valuation, Series 63, Trading, Fixed Income, Marketing Strategy, Marketing Communications, Product Design, Competitive Analysis
Education
UC Irvine 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2005 — 2007
Bachelor of Science, Finance
Stephanie Feldt Stephanie Feldt's Thomas Weisel Partners Experience April 1999 - September 2003
Job SEF CCO / COO & Legal / Compliance Consultant
Industry Financial Services
Experience
CFTC SEF Applicant August 2015 - Present
RPM Financial Markets Group June 2015 - Present
Integral Development Corporation March 2012 - April 2015
Barclays Capital July 2010 - March 2012
Deutsche Bank October 2007 - July 2010
HedgeStreet, Inc. September 2003 - September 2007
Thomas Weisel Partners April 1999 - September 2003
CIBC Oppenheimer 1998 - 1999
Salomon Smith Barney 1996 - 1998
MetLife Insurance Company 1995 - 1996
Skills
Securities, Capital Markets, Derivatives, Equities, Financial Services, Options, Fixed Income, Securities Regulation, Hedge Funds, Electronic Trading, Trading, Structured Finance, Financial Markets, Alternative Investments, FINRA, AML, Financial Regulation, Trading Systems, Anti Money Laundering, Dodd-Frank, Prime Brokerage, Structured Products, CFTC, Foreign Exchange, Investment Banking
Education
Brooklyn Law School 1994 — 1998
JD, Law
Rutgers University-New Brunswick 1987 — 1991
BA, Political Science & French
CFTC SEF Applicant August 2015 - Present
RPM Financial Markets Group June 2015 - Present
Integral Development Corporation March 2012 - April 2015
Barclays Capital July 2010 - March 2012
Deutsche Bank October 2007 - July 2010
HedgeStreet, Inc. September 2003 - September 2007
Thomas Weisel Partners April 1999 - September 2003
CIBC Oppenheimer 1998 - 1999
Salomon Smith Barney 1996 - 1998
MetLife Insurance Company 1995 - 1996
Skills
Securities, Capital Markets, Derivatives, Equities, Financial Services, Options, Fixed Income, Securities Regulation, Hedge Funds, Electronic Trading, Trading, Structured Finance, Financial Markets, Alternative Investments, FINRA, AML, Financial Regulation, Trading Systems, Anti Money Laundering, Dodd-Frank, Prime Brokerage, Structured Products, CFTC, Foreign Exchange, Investment Banking
Education
Brooklyn Law School 1994 — 1998
JD, Law
Rutgers University-New Brunswick 1987 — 1991
BA, Political Science & French
Daniel Guill Daniel Guill's Thomas Weisel Partners Experience May 1999 - January 2003
Job COO Enlivant
Industry Hospital & Health Care
Experience
Enlivant July 2013 - Present
LPO Capital Management January 2011 - July 2013
Fortress Investment Group June 2007 - January 2011
Parthenon Capital February 2003 - July 2005
Thomas Weisel Partners May 1999 - January 2003
Skills
Financial Modeling, Management, Strategic Planning, Mergers & Acquisitions, Due Diligence, Strategy, Valuation, Private Equity, Venture Capital, Business Strategy
Education
Harvard Business School 2005 — 2007
MBA, Business
Fulbright Scholarship 1998 — 1999
Davidson College 1994 — 1998
BA, Classics
Enlivant July 2013 - Present
LPO Capital Management January 2011 - July 2013
Fortress Investment Group June 2007 - January 2011
Parthenon Capital February 2003 - July 2005
Thomas Weisel Partners May 1999 - January 2003
Skills
Financial Modeling, Management, Strategic Planning, Mergers & Acquisitions, Due Diligence, Strategy, Valuation, Private Equity, Venture Capital, Business Strategy
Education
Harvard Business School 2005 — 2007
MBA, Business
Fulbright Scholarship 1998 — 1999
Davidson College 1994 — 1998
BA, Classics
Wesley Smith Wesley Smith's Thomas Weisel Partners Experience August 2005 - April 2007
Job Managing Director Acquisitions at Medical Properties Trust
Industry Financial Services
Experience
Medical Properties Trust October 2014 - Present
CIT April 2007 - October 2014
Thomas Weisel Partners August 2005 - April 2007
Deutsche Bank May 2000 - August 2005
Skills
Corporate Finance, Mergers & Acquisitions, Bloomberg, Financial Modeling, Equities, Capital Markets, Investment Banking, Hedge Funds, Credit, Valuation, Private Equity, Alternative Investments, Credit Analysis, Investments, Start-ups, Corporate Development, Venture Capital, M&A experience, Portfolio Management, Structured Finance, Leveraged Finance, Financial Analysis, Financial Structuring, Due Diligence, LBO, Fixed Income, Restructuring, Asset Management, Finance
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
MIddlesex School
Medical Properties Trust October 2014 - Present
CIT April 2007 - October 2014
Thomas Weisel Partners August 2005 - April 2007
Deutsche Bank May 2000 - August 2005
Skills
Corporate Finance, Mergers & Acquisitions, Bloomberg, Financial Modeling, Equities, Capital Markets, Investment Banking, Hedge Funds, Credit, Valuation, Private Equity, Alternative Investments, Credit Analysis, Investments, Start-ups, Corporate Development, Venture Capital, M&A experience, Portfolio Management, Structured Finance, Leveraged Finance, Financial Analysis, Financial Structuring, Due Diligence, LBO, Fixed Income, Restructuring, Asset Management, Finance
Education
Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
MIddlesex School
Chris Franks Chris Franks's Thomas Weisel Partners Experience August 2011 - October 2014
Job Vice President of Capital Markets at FastPay
Industry Financial Services
Experience
FastPay December 2014 - Present
Thomas Weisel Partners August 2011 - October 2014
Thomas Weisel Partners August 2007 - August 2011
CIBC World Markets 2005 - 2007
Merrill Lynch 2004 - 2005
Skills
Valuation, Private Equity, Venture Capital, Financial Modeling, Investment Banking, Due Diligence, LBO, Start-ups, Corporate Finance, Corporate Development, Emerging Markets, Alternative Investments, Hedge Funds, Capital Markets
Education
Duke University
Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA
FastPay December 2014 - Present
Thomas Weisel Partners August 2011 - October 2014
Thomas Weisel Partners August 2007 - August 2011
CIBC World Markets 2005 - 2007
Merrill Lynch 2004 - 2005
Skills
Valuation, Private Equity, Venture Capital, Financial Modeling, Investment Banking, Due Diligence, LBO, Start-ups, Corporate Finance, Corporate Development, Emerging Markets, Alternative Investments, Hedge Funds, Capital Markets
Education
Duke University
Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA
Brian Sapp Brian Sapp's Thomas Weisel Partners Experience January 2008 - July 2009
Job Managing Director, Energy Technology, Hercules Technology Growth Capital
Industry Investment Banking
Experience
Hercules Technology Growth Capital July 2014 - Present
Robert W. Baird & Co. November 2011 - June 2014
Wedbush Securities October 2009 - October 2011
Thomas Weisel Partners January 2008 - July 2009
SVB Alliant July 2006 - November 2007
Pacific Growth Equities September 2003 - July 2006
CIBC World Markets 1999 - 2003
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Equities, Investments, Corporate Development, Equity Research, IPO, Start-ups, M&A experience, Hedge Funds, Alternative Investments, Financial Analysis, Business Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Accounting and Finance
Penn State University 1989 — 1993
BS, Chemical Engineering
Hercules Technology Growth Capital July 2014 - Present
Robert W. Baird & Co. November 2011 - June 2014
Wedbush Securities October 2009 - October 2011
Thomas Weisel Partners January 2008 - July 2009
SVB Alliant July 2006 - November 2007
Pacific Growth Equities September 2003 - July 2006
CIBC World Markets 1999 - 2003
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Venture Capital, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Equities, Investments, Corporate Development, Equity Research, IPO, Start-ups, M&A experience, Hedge Funds, Alternative Investments, Financial Analysis, Business Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Accounting and Finance
Penn State University 1989 — 1993
BS, Chemical Engineering
David V. Hedley III David V. Hedley III's Thomas Weisel Partners Experience March 2000 - March 2003
Job Sr. Managing Director & Group Head US Technology M&A Advisory at Ernst & Young Capital Advisors
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC July 2014 - Present
Canaccord Genuity Inc. April 2013 - June 2014
UBS Investment Bank September 2003 - December 2012
Thomas Weisel Partners March 2000 - March 2003
Merrill Lynch & Co. July 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Mergers, Leveraged Finance, Private Equity, Capital Markets, M&A experience, IPO, Valuation, Equity Valuation, Fixed Income, Financial Structuring, LBO, Financial Modeling, Business Valuation
Education
Colgate University 1987 — 1991
BA, Political Science
Morristown-Beard School 1981 — 1987
Ernst & Young Capital Advisors, LLC July 2014 - Present
Canaccord Genuity Inc. April 2013 - June 2014
UBS Investment Bank September 2003 - December 2012
Thomas Weisel Partners March 2000 - March 2003
Merrill Lynch & Co. July 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Mergers, Leveraged Finance, Private Equity, Capital Markets, M&A experience, IPO, Valuation, Equity Valuation, Fixed Income, Financial Structuring, LBO, Financial Modeling, Business Valuation
Education
Colgate University 1987 — 1991
BA, Political Science
Morristown-Beard School 1981 — 1987
LINDA ROSA-KALATA LINDA ROSA-KALATA's Thomas Weisel Partners Experience December 1999 - March 2004
Job Vice PresidentClient Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley March 2011 - June 2012
RBC Wealth Management May 2004 - March 2011
Thomas Weisel Partners December 1999 - March 2004
Skills
Series 7,9,10,24,51,66, Administrative,..., Management, CRM, Equities, Wealth Management, Finance, Risk Management, Financial Services, Expense Management, Event Planning, Event Management, Operational Efficiency, Travel Management, Business Meetings
Education
Felician College
BA, Business Management & Marketing
Merrill Lynch June 2012 - Present
Morgan Stanley March 2011 - June 2012
RBC Wealth Management May 2004 - March 2011
Thomas Weisel Partners December 1999 - March 2004
Skills
Series 7,9,10,24,51,66, Administrative,..., Management, CRM, Equities, Wealth Management, Finance, Risk Management, Financial Services, Expense Management, Event Planning, Event Management, Operational Efficiency, Travel Management, Business Meetings
Education
Felician College
BA, Business Management & Marketing
Mike Kodzis's Thomas Weisel Partners Experience July 2002 - October 2004
Job International Equity Trader at Oechsle International Advisors
Industry Investment Management
Experience
Oechsle International Advisors October 2004 - Present
Thomas Weisel Partners July 2002 - October 2004
Evergreen Investments January 2000 - July 2002
State Street Bank January 1998 - January 2000
Skills
International Trading, Equity Trading, SMA Trading, Program Trading, FX trading, ADR Conversions, Bloomberg, Hedge Funds, Series 7, Trading Systems, Asset Managment, Trading, Investments, Equities, Asset Management, Emerging Markets, Fixed Income, Capital Markets, Foreign Exchange, ETFs, Factset, Options
Education
Bentley University
BS, Finance
University of Massachusetts at Amherst - Isenberg School of Management
Oechsle International Advisors October 2004 - Present
Thomas Weisel Partners July 2002 - October 2004
Evergreen Investments January 2000 - July 2002
State Street Bank January 1998 - January 2000
Skills
International Trading, Equity Trading, SMA Trading, Program Trading, FX trading, ADR Conversions, Bloomberg, Hedge Funds, Series 7, Trading Systems, Asset Managment, Trading, Investments, Equities, Asset Management, Emerging Markets, Fixed Income, Capital Markets, Foreign Exchange, ETFs, Factset, Options
Education
Bentley University
BS, Finance
University of Massachusetts at Amherst - Isenberg School of Management
Richard Liu Richard Liu's Thomas Weisel Partners Experience September 2009 - July 2011
Job Senior Associate at FTV Capital
Industry Venture Capital & Private Equity
Experience
FTV Capital December 2014 - Present
Technology Crossover Ventures August 2011 - December 2014
Thomas Weisel Partners September 2009 - July 2011
CRT Capital Group July 2008 - September 2009
Skills
Investment Banking, Venture Capital, Private Equity, Corporate Finance
Education
Boston College
Peking University
FTV Capital December 2014 - Present
Technology Crossover Ventures August 2011 - December 2014
Thomas Weisel Partners September 2009 - July 2011
CRT Capital Group July 2008 - September 2009
Skills
Investment Banking, Venture Capital, Private Equity, Corporate Finance
Education
Boston College
Peking University
Kevin Robinson Kevin Robinson's Thomas Weisel Partners Experience February 1999 - August 2008
Job Charter Financial Publishing Network Relationship Manager
Industry Publishing
Experience
Charter Financial Publishing Network September 2011 - September 2014
Wegmans Food Markets October 2008 - September 2011
Thomas Weisel Partners February 1999 - August 2008
Montgomery Securities March 1995 - February 1999
Education
Penn State University 1981 — 1983
Business
County College of Morris 1978 — 1981
Business
Charter Financial Publishing Network September 2011 - September 2014
Wegmans Food Markets October 2008 - September 2011
Thomas Weisel Partners February 1999 - August 2008
Montgomery Securities March 1995 - February 1999
Education
Penn State University 1981 — 1983
Business
County College of Morris 1978 — 1981
Business
James Danforth, CFA James Danforth, CFA's Thomas Weisel Partners Experience June 2006 - February 2007
Job Oxford MBA Graduate looking for a new opportunity
Industry Investment Management
Experience
Oxford University - Saïd Business School September 2013 - Present
Callan Associates August 2008 - August 2013
The David and Lucile Packard Foundation February 2007 - August 2008
Thomas Weisel Partners June 2006 - February 2007
WestEnd Capital Management July 2005 - June 2006
Skills
Investments, Hedge Funds, Venture Capital, Start-ups, Due Diligence, Asset Allocation, Entrepreneurship, Alternative Investments, Private Equity, Research, Portfolio Management, Analysis, Equities, Finance, Relationship Management, Investment Strategies, Financial Modeling, Institutional..., Capital Markets, Asset Managment, Asset Management, Investment Management, Valuation, Financial Analysis, Non-profits, Networking, Derivatives, Pensions, Product Development, Economics, Nonprofits, Virtual Currency, Equity Research
Education
University of Oxford - Said Business School 2013 — 2014
Master of Business Administration (MBA)
Bucknell University 2001 — 2005
BS
Los Altos High School
Oxford University - Saïd Business School September 2013 - Present
Callan Associates August 2008 - August 2013
The David and Lucile Packard Foundation February 2007 - August 2008
Thomas Weisel Partners June 2006 - February 2007
WestEnd Capital Management July 2005 - June 2006
Skills
Investments, Hedge Funds, Venture Capital, Start-ups, Due Diligence, Asset Allocation, Entrepreneurship, Alternative Investments, Private Equity, Research, Portfolio Management, Analysis, Equities, Finance, Relationship Management, Investment Strategies, Financial Modeling, Institutional..., Capital Markets, Asset Managment, Asset Management, Investment Management, Valuation, Financial Analysis, Non-profits, Networking, Derivatives, Pensions, Product Development, Economics, Nonprofits, Virtual Currency, Equity Research
Education
University of Oxford - Said Business School 2013 — 2014
Master of Business Administration (MBA)
Bucknell University 2001 — 2005
BS
Los Altos High School
Jim Ahn, CFA's Thomas Weisel Partners Experience May 2001 - December 2004
Job Head of Global Convertibles IT at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management April 2013 - Present
Palo Alto High Frequency Labs November 2011 - Present
RBC Capital Markets November 2009 - November 2011
RBC Capital Markets August 2005 - November 2009
Thomas Weisel Partners May 2001 - December 2004
Financial Engines April 2000 - May 2001
Goldman Sachs December 1994 - December 1999
Salomon Brothers June 1993 - December 1994
Skills
Agile Methodologies, KDB+, KDB, Derivatives, Trading, Convertible Bonds, Electronic Trading, High Frequency Trading, Portfolio Management
Education
Columbia University in the City of New York 1994 — 1998
M.S., Operations Research
Carnegie Mellon University
B.S., Mathematics/Computer Science
Pine River Capital Management April 2013 - Present
Palo Alto High Frequency Labs November 2011 - Present
RBC Capital Markets November 2009 - November 2011
RBC Capital Markets August 2005 - November 2009
Thomas Weisel Partners May 2001 - December 2004
Financial Engines April 2000 - May 2001
Goldman Sachs December 1994 - December 1999
Salomon Brothers June 1993 - December 1994
Skills
Agile Methodologies, KDB+, KDB, Derivatives, Trading, Convertible Bonds, Electronic Trading, High Frequency Trading, Portfolio Management
Education
Columbia University in the City of New York 1994 — 1998
M.S., Operations Research
Carnegie Mellon University
B.S., Mathematics/Computer Science
Matthew Kane Matthew Kane's Thomas Weisel Partners Experience 2000 - 2004
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
Scott Wolfgang's Thomas Weisel Partners Experience 2003 - 2006
Job Quotidian Ventures
Industry Venture Capital & Private Equity
Experience
Quotidian Ventures April 2013 - Present
Hootsuite December 2009 - April 2013
Hearst June 2006 - April 2013
Miso December 2010 - March 2013
Savored, Inc. December 2010 - September 2012
TurnHere Internet Video February 2008 - August 2012
Double Fusion 2007 - 2010
Thomas Weisel Partners 2003 - 2006
CIBC World Markets 2002 - 2003
International Creative Management (ICM) 1996 - 1999
Skills
Local Marketing, Freemium, SaaS, Social Media, Entrepreneurship, Venture Capital, Strategy, Product Management, Customer Acquisition, Marketing Strategy, Start-ups, Strategic Partnerships, New Media, Digital Media, Marketing, E-commerce, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Haverford College 1992 — 1996
BA
Hackley School 1985 — 1992
Quotidian Ventures April 2013 - Present
Hootsuite December 2009 - April 2013
Hearst June 2006 - April 2013
Miso December 2010 - March 2013
Savored, Inc. December 2010 - September 2012
TurnHere Internet Video February 2008 - August 2012
Double Fusion 2007 - 2010
Thomas Weisel Partners 2003 - 2006
CIBC World Markets 2002 - 2003
International Creative Management (ICM) 1996 - 1999
Skills
Local Marketing, Freemium, SaaS, Social Media, Entrepreneurship, Venture Capital, Strategy, Product Management, Customer Acquisition, Marketing Strategy, Start-ups, Strategic Partnerships, New Media, Digital Media, Marketing, E-commerce, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Haverford College 1992 — 1996
BA
Hackley School 1985 — 1992
Benjamin Koby Benjamin Koby's Thomas Weisel Partners Experience March 1999 - August 2000
Job
Industry Pharmaceuticals
Experience
ZymoGenetics, a Bristol-Myers Squibb Company May 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey September 2009 - August 2011
Bristol-Myers Squibb, Princeton, New Jersey May 2006 - September 2009
Needham & Company 2005 - 2005
Carlin Financial Group 2001 - 2004
Thomas Weisel Partners March 1999 - August 2000
SG Cowen May 1997 - March 1999
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Managerial Finance, Management, Strategic Financial..., Program Management, Leadership, Finance, Pharmaceutical Industry, Investments, Project Planning, Restructuring, Financial Modeling, Financial Analysis, Financial Services, Sales, Due Diligence, Forecasting, Cross-functional Team...
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA
Georgetown University 1994 — 1998
BS, Finance & Management
ZymoGenetics, a Bristol-Myers Squibb Company May 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey September 2009 - August 2011
Bristol-Myers Squibb, Princeton, New Jersey May 2006 - September 2009
Needham & Company 2005 - 2005
Carlin Financial Group 2001 - 2004
Thomas Weisel Partners March 1999 - August 2000
SG Cowen May 1997 - March 1999
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Managerial Finance, Management, Strategic Financial..., Program Management, Leadership, Finance, Pharmaceutical Industry, Investments, Project Planning, Restructuring, Financial Modeling, Financial Analysis, Financial Services, Sales, Due Diligence, Forecasting, Cross-functional Team...
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA
Georgetown University 1994 — 1998
BS, Finance & Management
Dennis Morgan Dennis Morgan's Thomas Weisel Partners Experience 1999 - 2001
Job Chief Financial Officer at SHYFT Analytics
Industry Computer Software
Experience
SHYFT Analytics October 2014 - Present
Acquia August 2013 - June 2014
Buddy Media May 2011 - November 2012
EPAC Technologies 2009 - March 2011
Panther Express 2008 - 2009
Vibrant Media 2007 - 2008
Yahoo! 2002 - 2007
Thomas Weisel Partners 1999 - 2001
Alex Brown & Sons 1996 - 1999
Skills
Corporate Finance, Valuation, Mergers, Corporate Development, Financial Modeling, Venture Capital, Start-ups, Business Strategy, Due Diligence, Strategic Partnerships, Strategic Planning, Finance, E-commerce, Mergers & Acquisitions, Contract Negotiation, Forecasting, Business Development, Entrepreneurship, Strategy, Salesforce.com, Acquisition Integration, Analytics, Executive Management
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA
Dartmouth College 1985 — 1989
AB
SHYFT Analytics October 2014 - Present
Acquia August 2013 - June 2014
Buddy Media May 2011 - November 2012
EPAC Technologies 2009 - March 2011
Panther Express 2008 - 2009
Vibrant Media 2007 - 2008
Yahoo! 2002 - 2007
Thomas Weisel Partners 1999 - 2001
Alex Brown & Sons 1996 - 1999
Skills
Corporate Finance, Valuation, Mergers, Corporate Development, Financial Modeling, Venture Capital, Start-ups, Business Strategy, Due Diligence, Strategic Partnerships, Strategic Planning, Finance, E-commerce, Mergers & Acquisitions, Contract Negotiation, Forecasting, Business Development, Entrepreneurship, Strategy, Salesforce.com, Acquisition Integration, Analytics, Executive Management
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA
Dartmouth College 1985 — 1989
AB
Nicholas Weiksner Nicholas Weiksner's Thomas Weisel Partners Experience June 1999 - July 2000
Job
Industry Investment Management
Experience
tinyRx June 2015 - Present
Mooring Hitch Investments August 2010 - Present
SpotOn June 2012 - August 2013
San Francisco 49ers 2011 - June 2012
Celebrity Kids Portrait Studios 2005 - 2010
Plaxo 2003 - 2003
Denver Public School August 2000 - June 2002
Thomas Weisel Partners June 1999 - July 2000
Bear Stearns June 1997 - June 1999
Skills
Strategic Planning, Strategic Partnerships, Sales Management, Sales Process, Financial Analysis, Deal Execution, Management, Business Operations, Business Development, Funding, Private Equity, Private Companies, Vendor Management, Franchising, Valuation, Investment Banking, Financial Modeling, Financial Accounting, Investments, Leadership, Salesforce.com, Social Media Marketing, Consulting, Marketing, Entrepreneurship, Lead Generation, Start-ups, New Business Development, Sales, Strategy, Corporate Development, Venture Capital, Integrated Marketing, Mergers & Acquisitions, Competitive Analysis, Executive Management, Business Strategy, Negotiation, Business Planning, Due Diligence, Management Consulting, Corporate Finance, Product Management, Finance, Marketing Strategy, Cross-functional Team...
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business
Duke University 1993 — 1997
BA, Economics / Public Policy
tinyRx June 2015 - Present
Mooring Hitch Investments August 2010 - Present
SpotOn June 2012 - August 2013
San Francisco 49ers 2011 - June 2012
Celebrity Kids Portrait Studios 2005 - 2010
Plaxo 2003 - 2003
Denver Public School August 2000 - June 2002
Thomas Weisel Partners June 1999 - July 2000
Bear Stearns June 1997 - June 1999
Skills
Strategic Planning, Strategic Partnerships, Sales Management, Sales Process, Financial Analysis, Deal Execution, Management, Business Operations, Business Development, Funding, Private Equity, Private Companies, Vendor Management, Franchising, Valuation, Investment Banking, Financial Modeling, Financial Accounting, Investments, Leadership, Salesforce.com, Social Media Marketing, Consulting, Marketing, Entrepreneurship, Lead Generation, Start-ups, New Business Development, Sales, Strategy, Corporate Development, Venture Capital, Integrated Marketing, Mergers & Acquisitions, Competitive Analysis, Executive Management, Business Strategy, Negotiation, Business Planning, Due Diligence, Management Consulting, Corporate Finance, Product Management, Finance, Marketing Strategy, Cross-functional Team...
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business
Duke University 1993 — 1997
BA, Economics / Public Policy
Jason Ader Jason Ader's Thomas Weisel Partners Experience March 2000 - September 2008
Job Analyst at William Blair and Company
Industry Financial Services
Experience
William Blair and Company September 2008 - Present
Thomas Weisel Partners March 2000 - September 2008
H.C. Wainwright August 1998 - February 2000
Advest, Inc. September 1997 - August 1998
Embassy of Israel 1992 - 1995
Skills
Equity Research, Sell Side, Equity Valuation, Equities, Bloomberg, Valuation, Series 7, Hedge Funds, Financial Modeling, Series 63, Alternative Investments, LBO, Investment Management, Capital Markets, Asset Allocation, Investment Banking, Financial Analysis, Asset Management, Investments, Portfolio Management, Private Equity, Trading
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
M.A.L.D., Communication and Media Studies
Duke University 1988 — 1992
A.B., Religion/Religious Studies
Ramaz School 1984 — 1988
William Blair and Company September 2008 - Present
Thomas Weisel Partners March 2000 - September 2008
H.C. Wainwright August 1998 - February 2000
Advest, Inc. September 1997 - August 1998
Embassy of Israel 1992 - 1995
Skills
Equity Research, Sell Side, Equity Valuation, Equities, Bloomberg, Valuation, Series 7, Hedge Funds, Financial Modeling, Series 63, Alternative Investments, LBO, Investment Management, Capital Markets, Asset Allocation, Investment Banking, Financial Analysis, Asset Management, Investments, Portfolio Management, Private Equity, Trading
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
M.A.L.D., Communication and Media Studies
Duke University 1988 — 1992
A.B., Religion/Religious Studies
Ramaz School 1984 — 1988
Peter Siwinski Peter Siwinski's Thomas Weisel Partners Experience March 2000 - February 2004
Job Managing Partner at Cumulus Venture Partners LLC
Industry Venture Capital & Private Equity
Experience
Cumulus Venture Partners LLC August 2012 - Present
Sea Street Technologies August 2012 - Present
Cowen and Company March 2004 - July 2012
Thomas Weisel Partners March 2000 - February 2004
Merrill Lynch August 1998 - February 2000
Skills
Capital Raising, Fundraising, Mergers & Acquisitions, Capital Markets, Start-ups, Cloud Computing, Communications..., Venture Capital
Education
Duke University 1994 — 1998
JD/MBA
University of Pennsylvania 1987 — 1991
Bachelor of Arts (B.A.)
Cumulus Venture Partners LLC August 2012 - Present
Sea Street Technologies August 2012 - Present
Cowen and Company March 2004 - July 2012
Thomas Weisel Partners March 2000 - February 2004
Merrill Lynch August 1998 - February 2000
Skills
Capital Raising, Fundraising, Mergers & Acquisitions, Capital Markets, Start-ups, Cloud Computing, Communications..., Venture Capital
Education
Duke University 1994 — 1998
JD/MBA
University of Pennsylvania 1987 — 1991
Bachelor of Arts (B.A.)
Pete Blanchard Pete Blanchard's Thomas Weisel Partners Experience March 2001 - October 2004
Job Director of Business Development at Havelock Wool
Industry Renewables & Environment
Experience
Havelock Wool March 2015 - Present
Mountain Rider's Alliance 2011 - Present
Mt Abram December 2012 - September 2014
GIVE Jewelry September 2011 - December 2011
CenturyLink Field January 2011 - December 2011
Network for Business Innovation and Sustainability NW (NBIS) June 2011 - August 2011
Pulse Trading October 2004 - October 2010
Thomas Weisel Partners March 2001 - October 2004
Ross Valley Lacrosse Club February 2001 - May 2004
Skills
Equity Trading, Financial Analysis, GRI Reporting, Business Strategy, Business Development, Stakeholder Analysis, Sustainability..., Fund, Start-ups, Mutual Funds, Solar Energy, Financial Modeling, Analysis, Finance, Management, Strategy, Venture Capital, CRM, Sustainability, Fundraising, Strategic Planning, Entrepreneurship
Education
Presidio Graduate School 2010 — 2012
MBA in Sustainable Management
Duke University 1995 — 1999
Bachelor of Science (BS), History
Havelock Wool March 2015 - Present
Mountain Rider's Alliance 2011 - Present
Mt Abram December 2012 - September 2014
GIVE Jewelry September 2011 - December 2011
CenturyLink Field January 2011 - December 2011
Network for Business Innovation and Sustainability NW (NBIS) June 2011 - August 2011
Pulse Trading October 2004 - October 2010
Thomas Weisel Partners March 2001 - October 2004
Ross Valley Lacrosse Club February 2001 - May 2004
Skills
Equity Trading, Financial Analysis, GRI Reporting, Business Strategy, Business Development, Stakeholder Analysis, Sustainability..., Fund, Start-ups, Mutual Funds, Solar Energy, Financial Modeling, Analysis, Finance, Management, Strategy, Venture Capital, CRM, Sustainability, Fundraising, Strategic Planning, Entrepreneurship
Education
Presidio Graduate School 2010 — 2012
MBA in Sustainable Management
Duke University 1995 — 1999
Bachelor of Science (BS), History
Grisell Cruz Grisell Cruz's Thomas Weisel Partners Experience March 2004 - October 2006
Job Executive Assistant to the President / CEO at Confidential (In stealth mode)
Industry Financial Services
Experience
Sailthru August 2014 - May 2015
Sailthru December 2012 - May 2015
Money-Media A Financial Times Company August 2011 - December 2012
Charterhouse Group, Inc March 2008 - July 2011
Merrill Lynch November 2006 - November 2007
Thomas Weisel Partners March 2004 - October 2006
Robertson Stephens October 2000 - March 2004
Republic National Bank July 1997 - September 1999
Israel Discount Bank November 1987 - July 1997
Skills
C-Level Executive..., Administrative..., Human Resources, Microsoft Excel, Management, PowerPoint, Time Management, Microsoft Word, Customer Service, Teamwork, Office Management, Salesforce.com, Executive..., Administrative..., Research, Lotus Notes, Marketing, Bloomberg, Oracle HR, Training, Word, Excel, Customer Relations, Proactivity, Jobvite, Spanish, Mac OS, Strategic Planning, Scheduling, Administration, Strategic Analysis, Coordination, Client Relations, Employee Relations, Travel Management, Interpersonal Skills, Hiring Practices, Invoicing, Spreadsheets, Concur, Microsoft Office, Onboarding, Leadership, Employee Benefits
Education
CUNY Hostos Community College 2015 — 2015
Certificate, Administrative Assistant Applications
CUNY New York City College of Technology 1993 — 1995
Liberal Arts / Business Administration
Sailthru August 2014 - May 2015
Sailthru December 2012 - May 2015
Money-Media A Financial Times Company August 2011 - December 2012
Charterhouse Group, Inc March 2008 - July 2011
Merrill Lynch November 2006 - November 2007
Thomas Weisel Partners March 2004 - October 2006
Robertson Stephens October 2000 - March 2004
Republic National Bank July 1997 - September 1999
Israel Discount Bank November 1987 - July 1997
Skills
C-Level Executive..., Administrative..., Human Resources, Microsoft Excel, Management, PowerPoint, Time Management, Microsoft Word, Customer Service, Teamwork, Office Management, Salesforce.com, Executive..., Administrative..., Research, Lotus Notes, Marketing, Bloomberg, Oracle HR, Training, Word, Excel, Customer Relations, Proactivity, Jobvite, Spanish, Mac OS, Strategic Planning, Scheduling, Administration, Strategic Analysis, Coordination, Client Relations, Employee Relations, Travel Management, Interpersonal Skills, Hiring Practices, Invoicing, Spreadsheets, Concur, Microsoft Office, Onboarding, Leadership, Employee Benefits
Education
CUNY Hostos Community College 2015 — 2015
Certificate, Administrative Assistant Applications
CUNY New York City College of Technology 1993 — 1995
Liberal Arts / Business Administration
Tony Schopen's Thomas Weisel Partners Experience 2006 - 2007
Job Finance executive
Industry Internet
Experience
Burkland Associates 2014 - Present
Taulia Inc. 2013 - 2014
Silicon Valley Finance Group 2012 - 2013
Zola 2008 - 2011
Lightfull Foods 2007 - 2008
Thomas Weisel Partners 2006 - 2007
Wachovia Securities 2003 - 2006
Mars & Co. 1996 - 1998
Bankers Trust 1993 - 1995
Skills
Management Consulting, Start-ups, Investment Banking, Economics, Equity Research, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Strategic Planning, Analytics, Cash Flow, Financial Management, Analysis, Business Strategy, Accounting
Education
The University of Chicago - Booth School of Business
MBA
Duke University
AB
Burkland Associates 2014 - Present
Taulia Inc. 2013 - 2014
Silicon Valley Finance Group 2012 - 2013
Zola 2008 - 2011
Lightfull Foods 2007 - 2008
Thomas Weisel Partners 2006 - 2007
Wachovia Securities 2003 - 2006
Mars & Co. 1996 - 1998
Bankers Trust 1993 - 1995
Skills
Management Consulting, Start-ups, Investment Banking, Economics, Equity Research, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Strategic Planning, Analytics, Cash Flow, Financial Management, Analysis, Business Strategy, Accounting
Education
The University of Chicago - Booth School of Business
MBA
Duke University
AB
Kent Redwine's Thomas Weisel Partners Experience June 1999 - September 2001
Job Strategic and Capital Advisory Services
Industry Real Estate
Experience
9th Element Advisors March 2015 - Present
Blue Juice, Inc. June 2010 - September 2013
Phoenix Motorcars December 2008 - June 2010
Film Arts Foundation January 2008 - June 2009
Merriman Curhan Ford & Co. January 2007 - August 2008
24 Hours on Craigslist LLC January 2005 - September 2006
Premium Spirits Startup June 2003 - January 2005
Thomas Weisel Partners June 1999 - September 2001
Banc of America Securities January 1995 - May 1999
Eurotel Prague,spol. s.r.o. 1991 - 1992
Skills
Venture Capital, Cleantech, Strategic Advisory, Mergers, Solar, M&A experience, Fundraising, Corporate Finance, Mergers & Acquisitions, Strategy, Solar Energy, Start-ups, Business Planning, Corporate Development, Strategic Partnerships, Restructuring, Capital Raising, Joint Ventures, Entrepreneurship, Private Equity, Financial Modeling, Business Strategy, Due Diligence, Valuation, Investments, Marketing, Management, Strategic Planning
Education
Claremont McKenna College 1989 — 1994
BA
Claremont McKenna College
BA (Chemistry & Economics)
9th Element Advisors March 2015 - Present
Blue Juice, Inc. June 2010 - September 2013
Phoenix Motorcars December 2008 - June 2010
Film Arts Foundation January 2008 - June 2009
Merriman Curhan Ford & Co. January 2007 - August 2008
24 Hours on Craigslist LLC January 2005 - September 2006
Premium Spirits Startup June 2003 - January 2005
Thomas Weisel Partners June 1999 - September 2001
Banc of America Securities January 1995 - May 1999
Eurotel Prague,spol. s.r.o. 1991 - 1992
Skills
Venture Capital, Cleantech, Strategic Advisory, Mergers, Solar, M&A experience, Fundraising, Corporate Finance, Mergers & Acquisitions, Strategy, Solar Energy, Start-ups, Business Planning, Corporate Development, Strategic Partnerships, Restructuring, Capital Raising, Joint Ventures, Entrepreneurship, Private Equity, Financial Modeling, Business Strategy, Due Diligence, Valuation, Investments, Marketing, Management, Strategic Planning
Education
Claremont McKenna College 1989 — 1994
BA
Claremont McKenna College
BA (Chemistry & Economics)
Marc Bezek's Thomas Weisel Partners Experience May 2007 - May 2008
Job Senior Manager at Cofactor Group
Industry Pharmaceuticals
Experience
Cofactor Group February 2009 - Present
Sunbelt Business Advisors June 2008 - January 2009
Thomas Weisel Partners May 2007 - May 2008
WR Hambrecht+Co January 2007 - May 2007
Wachovia Securities, LLC March 2003 - December 2006
Banc of America Investments January 1999 - March 2003
MoneyZone.com January 2000 - November 2000
Remington Capital October 1997 - August 1998
Skills
Business Valuation, Financial Modeling, Valuation, Mergers, Strategy, Corporate Finance, Competitive Analysis, Portfolio Management, Start-ups, Management Consulting, Finance, Forecasting, Investments, Market Analysis, Venture Capital, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2005 — 2006
MBA
University of North Carolina at Charlotte 1995 — 1998
BS, Finance
Johnson City High School
Cofactor Group February 2009 - Present
Sunbelt Business Advisors June 2008 - January 2009
Thomas Weisel Partners May 2007 - May 2008
WR Hambrecht+Co January 2007 - May 2007
Wachovia Securities, LLC March 2003 - December 2006
Banc of America Investments January 1999 - March 2003
MoneyZone.com January 2000 - November 2000
Remington Capital October 1997 - August 1998
Skills
Business Valuation, Financial Modeling, Valuation, Mergers, Strategy, Corporate Finance, Competitive Analysis, Portfolio Management, Start-ups, Management Consulting, Finance, Forecasting, Investments, Market Analysis, Venture Capital, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2005 — 2006
MBA
University of North Carolina at Charlotte 1995 — 1998
BS, Finance
Johnson City High School
John Fitzgibbons's Thomas Weisel Partners Experience January 2000 - April 2002
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2011 - Present
ThinkEquity LLC February 2005 - September 2011
Private Family Office April 2002 - February 2005
Thomas Weisel Partners January 2000 - April 2002
Montgomery Securities January 1996 - January 2000
Education
Amherst College 1989 — 1993
BA, Economics
Milton Academy 1986 — 1989
Robert W. Baird & Co. May 2011 - Present
ThinkEquity LLC February 2005 - September 2011
Private Family Office April 2002 - February 2005
Thomas Weisel Partners January 2000 - April 2002
Montgomery Securities January 1996 - January 2000
Education
Amherst College 1989 — 1993
BA, Economics
Milton Academy 1986 — 1989
Brad LaScolea's Thomas Weisel Partners Experience April 2008 - July 2010
Job EVP & Head of Sales/Service, Enterprise Technology Research (ETR)
Industry Research
Experience
Enterprise Technology Research June 2012 - Present
ThinkEquity LLC August 2010 - June 2012
Thomas Weisel Partners April 2008 - July 2010
Owenoke Capital Management October 2007 - March 2008
Thomas Weisel Partners March 2007 - October 2007
Merrill Lynch July 2005 - March 2007
Skills
Equity Research, Equities, Series 7, Hedge Funds, Financial Modeling, Bloomberg, Investment Banking, Valuation, Investments, Alternative Investments, Financial Analysis, Capital Markets, Trading, Equity Trading, Securities, Finance, Trading Systems
Education
Fordham Gabelli School of Business 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
Enterprise Technology Research June 2012 - Present
ThinkEquity LLC August 2010 - June 2012
Thomas Weisel Partners April 2008 - July 2010
Owenoke Capital Management October 2007 - March 2008
Thomas Weisel Partners March 2007 - October 2007
Merrill Lynch July 2005 - March 2007
Skills
Equity Research, Equities, Series 7, Hedge Funds, Financial Modeling, Bloomberg, Investment Banking, Valuation, Investments, Alternative Investments, Financial Analysis, Capital Markets, Trading, Equity Trading, Securities, Finance, Trading Systems
Education
Fordham Gabelli School of Business 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
Candy Colquhoun's Thomas Weisel Partners Experience June 2007 - June 2010
Job Front Office Administrator at WCG, a W2O Company
Industry Facilities Services
Experience
WCG, a W2O Company March 2013 - Present
WCG August 2011 - Present
Thomas Weisel Partners June 2007 - June 2010
Grey San Francisco October 2001 - October 2006
SF Interactive October 2000 - July 2001
Zentropy Partners January 2000 - October 2000
Anderson & Lembke 1996 - 2000
Skills
General Ledger, Account Reconciliation, Accounts Payable, Auditing, Accounts Receivable, Journal Entries
Education
City College of San Francisco 1985 — 1988
Art History
Mercy High School College Prep 1981 — 1985
WCG, a W2O Company March 2013 - Present
WCG August 2011 - Present
Thomas Weisel Partners June 2007 - June 2010
Grey San Francisco October 2001 - October 2006
SF Interactive October 2000 - July 2001
Zentropy Partners January 2000 - October 2000
Anderson & Lembke 1996 - 2000
Skills
General Ledger, Account Reconciliation, Accounts Payable, Auditing, Accounts Receivable, Journal Entries
Education
City College of San Francisco 1985 — 1988
Art History
Mercy High School College Prep 1981 — 1985
Chip Hodgkins's Thomas Weisel Partners Experience July 2001 - August 2003
Job M&A at InnerWorkings
Industry Venture Capital & Private Equity
Experience
InnerWorkings January 2007 - Present
Edgewater Funds May 2006 - December 2006
CHL Medical Partners August 2003 - July 2005
Thomas Weisel Partners July 2001 - August 2003
Skills
Marketing Strategy, New Business Development, Account Management, Marketing, Business Development, Strategy, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Competitive Analysis, Contract Negotiation, Sales Management, Strategic Planning, Financial Modeling
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business
Duke University 1997 — 2001
InnerWorkings January 2007 - Present
Edgewater Funds May 2006 - December 2006
CHL Medical Partners August 2003 - July 2005
Thomas Weisel Partners July 2001 - August 2003
Skills
Marketing Strategy, New Business Development, Account Management, Marketing, Business Development, Strategy, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Competitive Analysis, Contract Negotiation, Sales Management, Strategic Planning, Financial Modeling
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business
Duke University 1997 — 2001
Dan Stanzler's Thomas Weisel Partners Experience January 1999 - May 2001
Job PM at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital June 2011 - Present
North Bay Capital September 2008 - May 2011
Deustche Bank April 2005 - September 2008
3 Notch Capital January 2002 - March 2005
Thomas Weisel Partners January 1999 - May 2001
Smith Barney 1996 - 1999
Education
Columbia University - Columbia Business School 2003 — 2005
Brown University 1992 — 1996
Surveyor Capital June 2011 - Present
North Bay Capital September 2008 - May 2011
Deustche Bank April 2005 - September 2008
3 Notch Capital January 2002 - March 2005
Thomas Weisel Partners January 1999 - May 2001
Smith Barney 1996 - 1999
Education
Columbia University - Columbia Business School 2003 — 2005
Brown University 1992 — 1996
Jake Bartlett's Thomas Weisel Partners Experience June 2005 - February 2008
Job Senior Equity Research Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2015 - Present
Morgan Stanley May 2013 - April 2015
Susquehanna International Group June 2010 - April 2013
Oppenheimer & Co. February 2008 - July 2010
Thomas Weisel Partners June 2005 - February 2008
Skills
Equities, Equity Research, Financial Modeling, Restaurants, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
Pitzer College 1992 — 1996
Bachelor's degree, Economics
SunTrust Robinson Humphrey April 2015 - Present
Morgan Stanley May 2013 - April 2015
Susquehanna International Group June 2010 - April 2013
Oppenheimer & Co. February 2008 - July 2010
Thomas Weisel Partners June 2005 - February 2008
Skills
Equities, Equity Research, Financial Modeling, Restaurants, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
Pitzer College 1992 — 1996
Bachelor's degree, Economics
Stuart Serpanchy's Thomas Weisel Partners Experience February 2006 - June 2007
Job Vice President
Industry Financial Services
Experience
Financial Services September 2015 - Present
Citi Private Equity Services June 2007 - September 2015
Thomas Weisel Partners February 2006 - June 2007
Mellon Capital Management September 2000 - February 2006
Mellon Transition Management 2004 - 2006
Sanact, Inc. February 1999 - September 2000
Richard Blum and Associates, Inc. 1991 - 1999
Skills
Finance, Accounting, Equities, Asset Management, Hedge Funds, Alternative Investments, Management, Financial Services, Financial Analysis
Education
California State University-Hayward
Bachelor's degree, Accounting
Moreau Catholic
University of San Francisco - Masagung Graduate School of Management
Master of Business Administration (MBA), Finance, General
Financial Services September 2015 - Present
Citi Private Equity Services June 2007 - September 2015
Thomas Weisel Partners February 2006 - June 2007
Mellon Capital Management September 2000 - February 2006
Mellon Transition Management 2004 - 2006
Sanact, Inc. February 1999 - September 2000
Richard Blum and Associates, Inc. 1991 - 1999
Skills
Finance, Accounting, Equities, Asset Management, Hedge Funds, Alternative Investments, Management, Financial Services, Financial Analysis
Education
California State University-Hayward
Bachelor's degree, Accounting
Moreau Catholic
University of San Francisco - Masagung Graduate School of Management
Master of Business Administration (MBA), Finance, General
Philie Chang's Thomas Weisel Partners Experience July 2007 - July 2010
Job Senior Network Engineer at Apple
Industry Consumer Electronics
Experience
Apple April 2014 - Present
Stifel Nicolaus July 2010 - March 2014
Thomas Weisel Partners July 2007 - July 2010
Fisher Investments October 2002 - July 2007
DSL Networks July 2000 - March 2001
SBC Internet Services May 2000 - July 2000
Skills
Data Center, Cisco Technologies, VPN, Security, Firewalls, ASA, Cisco Nexus, Cisco Routing &..., Vendor Management, Routers, Cisco Routers, Networking, Technical Support, Network Engineering, Switches, Routing, BGP, LAN-WAN, TCP/IP, Infrastructure, Disaster Recovery
Education
City College of San Francisco 2004 — 2005
Cisco Networking Academy
San Francisco State University 1995 — 2001
Bachlor of Science, Computer Information Systems
Apple April 2014 - Present
Stifel Nicolaus July 2010 - March 2014
Thomas Weisel Partners July 2007 - July 2010
Fisher Investments October 2002 - July 2007
DSL Networks July 2000 - March 2001
SBC Internet Services May 2000 - July 2000
Skills
Data Center, Cisco Technologies, VPN, Security, Firewalls, ASA, Cisco Nexus, Cisco Routing &..., Vendor Management, Routers, Cisco Routers, Networking, Technical Support, Network Engineering, Switches, Routing, BGP, LAN-WAN, TCP/IP, Infrastructure, Disaster Recovery
Education
City College of San Francisco 2004 — 2005
Cisco Networking Academy
San Francisco State University 1995 — 2001
Bachlor of Science, Computer Information Systems
Cary Stein's Thomas Weisel Partners Experience 2005 - 2014
Job Operations Coordinator at TWP Wealth Mgmt S.F.
Industry Financial Services
Experience
TWP Wealth Mgmt S.F. August 2005 - Present
Thomas Weisel Partners 2005 - 2014
Thomas Weisel Partners 2005 - December 2010
Presidio Financial Partners 2003 - 2005
BofA,Montgomery,BofA Sec. March 1993 - March 2003
Quick & Reilly January 1980 - February 1993
Skills
Series 7, Leadership, Equities, Securities, Series 63, Capital Markets, Fixed Income, Hedge Funds, FINRA, Alternative Investments, Bloomberg, Risk Management, Series 24, Due Diligence, Equity Trading, Investment Banking, Middle Office, Wealth Management, Options, Portfolio Management, Prime Brokerage, Trading Systems, Financial Services, Electronic Trading, Mutual Funds, Investments, Asset Management, Trading, Asset Allocation, Private Equity, Derivatives, Corporate Actions, Equity Derivatives, Bonds, Securities Lending, Back Office, Financial Markets, Operational Risk, Valuation, ETFs, Investment Advisory, FX Options, Fund Of Funds, Account Reconciliation, Financial Modeling, Equity Research, Funding, Venture Capital, Corporate Finance, Investment Strategies
Education
City University of New York-Brooklyn College 1972 — 1976
samuel j tilden 1968 — 1972
academic, academic
TWP Wealth Mgmt S.F. August 2005 - Present
Thomas Weisel Partners 2005 - 2014
Thomas Weisel Partners 2005 - December 2010
Presidio Financial Partners 2003 - 2005
BofA,Montgomery,BofA Sec. March 1993 - March 2003
Quick & Reilly January 1980 - February 1993
Skills
Series 7, Leadership, Equities, Securities, Series 63, Capital Markets, Fixed Income, Hedge Funds, FINRA, Alternative Investments, Bloomberg, Risk Management, Series 24, Due Diligence, Equity Trading, Investment Banking, Middle Office, Wealth Management, Options, Portfolio Management, Prime Brokerage, Trading Systems, Financial Services, Electronic Trading, Mutual Funds, Investments, Asset Management, Trading, Asset Allocation, Private Equity, Derivatives, Corporate Actions, Equity Derivatives, Bonds, Securities Lending, Back Office, Financial Markets, Operational Risk, Valuation, ETFs, Investment Advisory, FX Options, Fund Of Funds, Account Reconciliation, Financial Modeling, Equity Research, Funding, Venture Capital, Corporate Finance, Investment Strategies
Education
City University of New York-Brooklyn College 1972 — 1976
samuel j tilden 1968 — 1972
academic, academic
Tony DelCarmine's Thomas Weisel Partners Experience July 2007 - February 2009
Job Director at CastleOak Securities, L.P
Industry Financial Services
Experience
CastleOak Securities, L.P. June 2015 - Present
Fidelity Capital Markets June 2009 - December 2014
Thomas Weisel Partners July 2007 - February 2009
UBS Investment Bank May 1997 - August 2007
UBS 1997 - August 2007
Skills
Program Trading, Equity Trading, Hedge Funds, Series 7, Trading, Bloomberg, Electronic Trading, Capital Markets, Options, Risk Management, Securities, Equities, Credit Derivatives, Equity Derivatives, Derivatives, Trading Systems, Trading Strategies, Financial Markets, Fixed Income, Series 63
Education
Dartmouth College 1990 — 1994
Political Science
GCDS
CastleOak Securities, L.P. June 2015 - Present
Fidelity Capital Markets June 2009 - December 2014
Thomas Weisel Partners July 2007 - February 2009
UBS Investment Bank May 1997 - August 2007
UBS 1997 - August 2007
Skills
Program Trading, Equity Trading, Hedge Funds, Series 7, Trading, Bloomberg, Electronic Trading, Capital Markets, Options, Risk Management, Securities, Equities, Credit Derivatives, Equity Derivatives, Derivatives, Trading Systems, Trading Strategies, Financial Markets, Fixed Income, Series 63
Education
Dartmouth College 1990 — 1994
Political Science
GCDS
Michael Samson's Thomas Weisel Partners Experience September 2008 - October 2011
Job Manager WS Investments
Industry Venture Capital & Private Equity
Experience
Wilson Sonsini Goodrich and Rosati October 2011 - Present
Thomas Weisel Partners September 2008 - October 2011
Mourant Fund Services March 2007 - August 2008
HSBC Alternative Fund Services January 2005 - March 2007
RS Investments January 2000 - December 2004
Skills
Equities, Valuation, Hedge Funds, Alternative Investments, Bloomberg, Private Equity, Investment Banking, Capital Markets, Equity Research, Due Diligence, Financial Modeling
Education
Ateneo de Manila University
De La Salle University
DePaul University
Wilson Sonsini Goodrich and Rosati October 2011 - Present
Thomas Weisel Partners September 2008 - October 2011
Mourant Fund Services March 2007 - August 2008
HSBC Alternative Fund Services January 2005 - March 2007
RS Investments January 2000 - December 2004
Skills
Equities, Valuation, Hedge Funds, Alternative Investments, Bloomberg, Private Equity, Investment Banking, Capital Markets, Equity Research, Due Diligence, Financial Modeling
Education
Ateneo de Manila University
De La Salle University
DePaul University
Kevin Vassily's Thomas Weisel Partners Experience 2001 - 2003
Job Director of Research at Pacific Epoch
Industry Investment Banking
Experience
Pacific Epoch November 2011 - Present
Pacific Crest Securities May 2007 - November 2011
Susquehanna International Group 2003 - 2007
Thomas Weisel Partners 2001 - 2003
Garage Technology Ventures 2000 - 2001
Lehman Brothers 1998 - 2000
Applied Materials 1995 - 1997
Skills
Equity Research, Investments, Financial Modeling, Valuation, Venture Capital, Hedge Funds, Strategy, Equities, Private Equity, Mergers & Acquisitions, Start-ups, Investment Banking, Capital Markets, Business Development, Bloomberg
Education
Denison University
The Tuck School of Business at Dartmouth
Pacific Epoch November 2011 - Present
Pacific Crest Securities May 2007 - November 2011
Susquehanna International Group 2003 - 2007
Thomas Weisel Partners 2001 - 2003
Garage Technology Ventures 2000 - 2001
Lehman Brothers 1998 - 2000
Applied Materials 1995 - 1997
Skills
Equity Research, Investments, Financial Modeling, Valuation, Venture Capital, Hedge Funds, Strategy, Equities, Private Equity, Mergers & Acquisitions, Start-ups, Investment Banking, Capital Markets, Business Development, Bloomberg
Education
Denison University
The Tuck School of Business at Dartmouth
Marvin Key's Thomas Weisel Partners Experience December 2000 - December 2005
Job Chief Executive Officer at Acacia Research Group LLC
Industry Information Technology and Services
Experience
Acacia Research 2005 - Present
Thomas Weisel Partners December 2000 - December 2005
Hermes Advisors 1998 - 2000
Salomon Brothers May 1993 - November 1997
Skills
Mergers, Capital Markets, Licensing, Portfolio Management, Intellectual Property, Business Development, Strategic Planning, Corporate Development, Equities, Strategy, Financial Modeling, Strategic Partnerships, Patent Litigation, Start-ups
Education
Southern Methodist University - Cox School of Business 1982 — 1983
MBA, Finance, General
Clemson University 1979 — 1982
BS, Financial Management
Acacia Research 2005 - Present
Thomas Weisel Partners December 2000 - December 2005
Hermes Advisors 1998 - 2000
Salomon Brothers May 1993 - November 1997
Skills
Mergers, Capital Markets, Licensing, Portfolio Management, Intellectual Property, Business Development, Strategic Planning, Corporate Development, Equities, Strategy, Financial Modeling, Strategic Partnerships, Patent Litigation, Start-ups
Education
Southern Methodist University - Cox School of Business 1982 — 1983
MBA, Finance, General
Clemson University 1979 — 1982
BS, Financial Management
Nick Baughan's Thomas Weisel Partners Experience 1999 - 2000
Job Managing Member at Marks Baughan & Co.
Industry Investment Banking
Experience
Pro Bono Net June 2012 - Present
Marks Baughan & Co. January 2004 - Present
Credit Suisse First Boston 2000 - 2003
Thomas Weisel Partners 1999 - 2000
Salomon Smith Barney 1996 - 1999
Bear Stearns 1994 - 1996
Skills
Non-profits, Mergers, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Nonprofits, Finance, Start-ups, M&A experience, Management, Corporate Development, Private Placements, IPO, Business Strategy, Private Equity, Due Diligence, Capital Markets, Securities, Executive Management, Joint Ventures, Equities, Corporate Governance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Columbia University in the City of New York 1986 — 1990
BA, History
Pro Bono Net June 2012 - Present
Marks Baughan & Co. January 2004 - Present
Credit Suisse First Boston 2000 - 2003
Thomas Weisel Partners 1999 - 2000
Salomon Smith Barney 1996 - 1999
Bear Stearns 1994 - 1996
Skills
Non-profits, Mergers, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Nonprofits, Finance, Start-ups, M&A experience, Management, Corporate Development, Private Placements, IPO, Business Strategy, Private Equity, Due Diligence, Capital Markets, Securities, Executive Management, Joint Ventures, Equities, Corporate Governance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Columbia University in the City of New York 1986 — 1990
BA, History
Seth Miller's Thomas Weisel Partners Experience May 2005 - August 2006
Job Senior Equity Analyst at USAA Asset Management Company
Industry Investment Management
Experience
USAA Asset Management Company 2014 - Present
Quad Capital 2013 - 2014
Millennium Partners/Annalex Capital Management 2009 - 2012
JPMorgan Asset Management 2008 - 2009
MIT Sloan School of Management September 2006 - June 2008
Thomas Weisel Partners May 2005 - August 2006
Deutsche Bank May 2004 - April 2006
Misys 2000 - 2003
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Investment Management, Investments, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
Binghamton University 1996 — 2000
B.S, Management - finance
USAA Asset Management Company 2014 - Present
Quad Capital 2013 - 2014
Millennium Partners/Annalex Capital Management 2009 - 2012
JPMorgan Asset Management 2008 - 2009
MIT Sloan School of Management September 2006 - June 2008
Thomas Weisel Partners May 2005 - August 2006
Deutsche Bank May 2004 - April 2006
Misys 2000 - 2003
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Investment Management, Investments, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
Binghamton University 1996 — 2000
B.S, Management - finance
Stefanie Ellenbogen's Thomas Weisel Partners Experience 1999 - 2001
Job Founder at Sage HR Advisors, LLC
Industry Human Resources
Experience
Sage HR Advisors, LLC February 2012 - Present
C12 Capital Management July 2009 - January 2012
Magnetar Capital 2007 - 2008
Bank of America 2002 - 2007
Thomas Weisel Partners 1999 - 2001
Skills
Talent Acquisition, Employee Relations, Employee Benefits, Personnel Management, Onboarding, Start-ups, Talent Management, Technical Recruiting, Payroll, Applicant Tracking..., Human Resources, Policy, Interviewing, Performance Management, Employee Engagement, Compensation, Team Building, Interviews, Deferred Compensation, Executive Search, Workforce Planning, Coaching, Full-cycle Recruiting, Organizational..., HR Strategy, HR Consulting, Benefits, Leadership Development, Executive Compensation, Start-up Consulting, Strategic Planning
Education
Fashion Institute of Technology
Sage HR Advisors, LLC February 2012 - Present
C12 Capital Management July 2009 - January 2012
Magnetar Capital 2007 - 2008
Bank of America 2002 - 2007
Thomas Weisel Partners 1999 - 2001
Skills
Talent Acquisition, Employee Relations, Employee Benefits, Personnel Management, Onboarding, Start-ups, Talent Management, Technical Recruiting, Payroll, Applicant Tracking..., Human Resources, Policy, Interviewing, Performance Management, Employee Engagement, Compensation, Team Building, Interviews, Deferred Compensation, Executive Search, Workforce Planning, Coaching, Full-cycle Recruiting, Organizational..., HR Strategy, HR Consulting, Benefits, Leadership Development, Executive Compensation, Start-up Consulting, Strategic Planning
Education
Fashion Institute of Technology
Deidre Larkin Gayheart's Thomas Weisel Partners Experience 2004 - 2005
Job Consultant
Industry Information Technology and Services
Experience
Columbia University 2012 - 2013
Columbia University August 2007 - November 2010
Citi February 2005 - August 2007
Thomas Weisel Partners 2004 - 2005
Skills
Financial Modeling, Finance, Data Analysis, Microsoft Excel, Strategic Planning, Microsoft Office, Budgets, Project Management, Financial Analysis, Leadership, Analysis, Management, Business Analysis, Nonprofits, Access, Program Management
Education
Columbia University in the City of New York 2010 — 2012
Master of Science, Fundraising Management
Fordham University 2000 — 2004
Bachelor of Science, Marketing
Columbia University 2012 - 2013
Columbia University August 2007 - November 2010
Citi February 2005 - August 2007
Thomas Weisel Partners 2004 - 2005
Skills
Financial Modeling, Finance, Data Analysis, Microsoft Excel, Strategic Planning, Microsoft Office, Budgets, Project Management, Financial Analysis, Leadership, Analysis, Management, Business Analysis, Nonprofits, Access, Program Management
Education
Columbia University in the City of New York 2010 — 2012
Master of Science, Fundraising Management
Fordham University 2000 — 2004
Bachelor of Science, Marketing
Garrett Palm's Thomas Weisel Partners Experience 2000 - 2002
Job Principal at Boston Meridian, LLC
Industry Investment Banking
Experience
Boston Meridian, LLC 2003 - Present
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1997 - 1998
Smith Barney 1994 - 1997
Skills
Investments, Finance, Mergers & Acquisitions, Strategic Planning, Mergers, Capital Raising, Corporate Development, Investment Banking, Equity Capital Markets, Private Equity, Start-ups, Financial Modeling, Venture Capital, Strategy, Corporate Finance, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
Master of Business Administration (MBA)
Brown University 1990 — 1994
Bachelor of Arts (B.A.)
Boston Meridian, LLC 2003 - Present
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1997 - 1998
Smith Barney 1994 - 1997
Skills
Investments, Finance, Mergers & Acquisitions, Strategic Planning, Mergers, Capital Raising, Corporate Development, Investment Banking, Equity Capital Markets, Private Equity, Start-ups, Financial Modeling, Venture Capital, Strategy, Corporate Finance, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
Master of Business Administration (MBA)
Brown University 1990 — 1994
Bachelor of Arts (B.A.)
Andrea Williams's Thomas Weisel Partners Experience 1999 - 2001
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2012 - Present
Mindspeed Technologies March 2009 - March 2012
Sun Microsystems September 2005 - January 2009
SeeBeyond Technology Corporation March 2001 - September 2005
Thomas Weisel Partners 1999 - 2001
Montgomery Securities June 1997 - 1999
Lehman Brothers September 1993 - August 1995
Skills
Investor Relations, Strategy, Corporate Finance, Capital Markets, Equities, Strategic Communications, Equity Research, Finance, Financial Markets, Marketing Communications, Public Relations
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA
Columbia University in the City of New York
BA
The Chapin School
High School
Oaktree Capital Management March 2012 - Present
Mindspeed Technologies March 2009 - March 2012
Sun Microsystems September 2005 - January 2009
SeeBeyond Technology Corporation March 2001 - September 2005
Thomas Weisel Partners 1999 - 2001
Montgomery Securities June 1997 - 1999
Lehman Brothers September 1993 - August 1995
Skills
Investor Relations, Strategy, Corporate Finance, Capital Markets, Equities, Strategic Communications, Equity Research, Finance, Financial Markets, Marketing Communications, Public Relations
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA
Columbia University in the City of New York
BA
The Chapin School
High School
Alex Lehmann's Thomas Weisel Partners Experience July 2006 - July 2007
Job Head of Americas, Primary Markets at London Stock Exchange Group
Industry Banking
Experience
London Stock Exchange Group July 2013 - Present
Deutsche Bank October 2010 - May 2012
Jefferies & Company July 2007 - October 2010
Thomas Weisel Partners July 2006 - July 2007
Merrill Lynch May 1998 - June 2006
UBS July 1996 - May 1998
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Bloomberg, Fixed Income, LBO, Equity Research, IPO
Education
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), History, Geography, and French
Collegiate School 1980 — 1992
London Stock Exchange Group July 2013 - Present
Deutsche Bank October 2010 - May 2012
Jefferies & Company July 2007 - October 2010
Thomas Weisel Partners July 2006 - July 2007
Merrill Lynch May 1998 - June 2006
UBS July 1996 - May 1998
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Bloomberg, Fixed Income, LBO, Equity Research, IPO
Education
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), History, Geography, and French
Collegiate School 1980 — 1992
Brian Weeks's Thomas Weisel Partners Experience July 2004 - April 2007
Job Research Analyst at W.H. Reaves & Co., Inc
Industry Investment Management
Experience
W.H. Reaves & Co., Inc June 2012 - Present
Time Warner Cable June 2011 - August 2011
Federal Communications Commission August 2009 - August 2010
Boston Ventures May 2007 - August 2009
Thomas Weisel Partners July 2004 - April 2007
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Harvard University 2000 — 2004
W.H. Reaves & Co., Inc June 2012 - Present
Time Warner Cable June 2011 - August 2011
Federal Communications Commission August 2009 - August 2010
Boston Ventures May 2007 - August 2009
Thomas Weisel Partners July 2004 - April 2007
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Harvard University 2000 — 2004
Gyanda Sachdeva's Thomas Weisel Partners Experience July 2008 - January 2010
Job Director, Product Management
Industry Internet
Experience
LinkedIn March 2015 - Present
The Aspen Institute May 2015 - Present
LinkedIn January 2011 - March 2015
LinkedIn January 2010 - January 2011
Thomas Weisel Partners July 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Chartered Semiconductor May 2006 - August 2006
GlaxoSmithKline November 2002 - January 2003
Skills
Product Management, Online Advertising, Monetization, Consumer Internet, Business Operations, Data Analysis, Data Mining, SQL, Competitive Analysis, Investment Banking, Financial Modeling, Business Strategy, User Interface Design, Risk Management, Research, Process Improvement, Project Planning, Mobile Devices, Strategy, Venture Capital, Mobile Applications
Education
Stanford University 2007 — 2008
Master of Science, Management Science and Engineering
Cornell University 2004 — 2007
Bachelor, Electrical and Computer Engineering
LinkedIn March 2015 - Present
The Aspen Institute May 2015 - Present
LinkedIn January 2011 - March 2015
LinkedIn January 2010 - January 2011
Thomas Weisel Partners July 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Chartered Semiconductor May 2006 - August 2006
GlaxoSmithKline November 2002 - January 2003
Skills
Product Management, Online Advertising, Monetization, Consumer Internet, Business Operations, Data Analysis, Data Mining, SQL, Competitive Analysis, Investment Banking, Financial Modeling, Business Strategy, User Interface Design, Risk Management, Research, Process Improvement, Project Planning, Mobile Devices, Strategy, Venture Capital, Mobile Applications
Education
Stanford University 2007 — 2008
Master of Science, Management Science and Engineering
Cornell University 2004 — 2007
Bachelor, Electrical and Computer Engineering
Fred Sojka's Thomas Weisel Partners Experience January 2001 - January 2002
Job Investment Banking Professional
Industry Investment Banking
Experience
VIP Litho January 2002 - July 2008
Thomas Weisel Partners January 2001 - January 2002
Lason, Inc. 2000 - 2001
Robertson Stephens 1993 - 1999
Montgomery Securites 1983 - 1993
Peat Marwick January 1980 - January 1983
Woodward-Clyde Consultants January 1978 - January 1980
Skills
Private Equity, Business Development, Equity Research, Bloomberg, Investment Banking, Management, Financial Services, Corporate Development, Management Consulting
Education
California State University-Chico 1971 — 1975
VIP Litho January 2002 - July 2008
Thomas Weisel Partners January 2001 - January 2002
Lason, Inc. 2000 - 2001
Robertson Stephens 1993 - 1999
Montgomery Securites 1983 - 1993
Peat Marwick January 1980 - January 1983
Woodward-Clyde Consultants January 1978 - January 1980
Skills
Private Equity, Business Development, Equity Research, Bloomberg, Investment Banking, Management, Financial Services, Corporate Development, Management Consulting
Education
California State University-Chico 1971 — 1975
Bill Southern's Thomas Weisel Partners Experience March 2000 - June 2010
Job Sales Executive
Industry Financial Services
Experience
Mergermarket October 2014 - Present
Dooher Construction September 2013 - October 2014
Merriman Capital, Inc. April 2013 - September 2013
ThinkEquity LLC July 2010 - October 2012
Thomas Weisel Partners March 2000 - June 2010
Lehman Brothers November 1999 - March 2000
Selective Insurance June 1998 - November 1999
Skills
Series 7, 55, and 63, Bloomberg, Lava and Fidessa, Microsoft Excel, Equities, Hedge Funds, Trading, Capital Markets, Equity Trading, Securities, Electronic Trading, Equity Research, Investments, Bonds, Series 63, Series 7
Education
Binghamton University 1993 — 1998
Bachelor of Science (B.S.) & Bachelor of Arts (B.A), Biochemistry & Economics
Mergermarket October 2014 - Present
Dooher Construction September 2013 - October 2014
Merriman Capital, Inc. April 2013 - September 2013
ThinkEquity LLC July 2010 - October 2012
Thomas Weisel Partners March 2000 - June 2010
Lehman Brothers November 1999 - March 2000
Selective Insurance June 1998 - November 1999
Skills
Series 7, 55, and 63, Bloomberg, Lava and Fidessa, Microsoft Excel, Equities, Hedge Funds, Trading, Capital Markets, Equity Trading, Securities, Electronic Trading, Equity Research, Investments, Bonds, Series 63, Series 7
Education
Binghamton University 1993 — 1998
Bachelor of Science (B.S.) & Bachelor of Arts (B.A), Biochemistry & Economics
Mathew Oommen's Thomas Weisel Partners Experience 2007 - 2008
Job Investment Analyst at Irving Investors
Industry Investment Banking
Experience
Irving Investors 2013 - Present
Adiligy LLC August 2010 - Present
Conversion Partners / UMA 2012 - 2013
MF Global Inc 2010 - 2011
Collins Stewart September 2009 - August 2010
Thomas Weisel Partners 2007 - 2008
Capstone Partners 2006 - 2006
Skills
Mergers, Investment Banking, Valuation, Financial Modeling, Capital Markets, Mergers & Acquisitions, Private Equity, Analysis, Portfolio Management, Strategy, Investments, Financial Services, Fixed Income, Corporate Development, Equity Research, Finance, Trading, Equities, Due Diligence, Bloomberg
Education
Brown University 2003 — 2007
Bachelor, Economics
English College
GCE / GCSE
Irving Investors 2013 - Present
Adiligy LLC August 2010 - Present
Conversion Partners / UMA 2012 - 2013
MF Global Inc 2010 - 2011
Collins Stewart September 2009 - August 2010
Thomas Weisel Partners 2007 - 2008
Capstone Partners 2006 - 2006
Skills
Mergers, Investment Banking, Valuation, Financial Modeling, Capital Markets, Mergers & Acquisitions, Private Equity, Analysis, Portfolio Management, Strategy, Investments, Financial Services, Fixed Income, Corporate Development, Equity Research, Finance, Trading, Equities, Due Diligence, Bloomberg
Education
Brown University 2003 — 2007
Bachelor, Economics
English College
GCE / GCSE
Chris Maher's Thomas Weisel Partners Experience March 2006 - February 2009
Job Managing Director at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities July 2009 - Present
Thomas Weisel Partners March 2006 - February 2009
CIBC World Markets March 2004 - March 2006
Bank One 2002 - 2004
Robertson Stephens 1998 - 2002
Skills
Equity Derivatives, Hedge Funds, Business Development, Credit, Alternative Investments, Equities, Investments, Series 7, Bonds, Options, Sales, Investment Banking, Asset Management, Bloomberg, Capital Markets, Fixed Income, Management, Securities, Series 63, Portfolio Management, Financial Modeling, Valuation, Trading
Education
Loyola University Chicago 1996 — 1997
Partial MBA due to Relocation, MBA
DePauw University 1989 — 1993
BA, Liberal Arts
JMP Securities July 2009 - Present
Thomas Weisel Partners March 2006 - February 2009
CIBC World Markets March 2004 - March 2006
Bank One 2002 - 2004
Robertson Stephens 1998 - 2002
Skills
Equity Derivatives, Hedge Funds, Business Development, Credit, Alternative Investments, Equities, Investments, Series 7, Bonds, Options, Sales, Investment Banking, Asset Management, Bloomberg, Capital Markets, Fixed Income, Management, Securities, Series 63, Portfolio Management, Financial Modeling, Valuation, Trading
Education
Loyola University Chicago 1996 — 1997
Partial MBA due to Relocation, MBA
DePauw University 1989 — 1993
BA, Liberal Arts
Scott Cutler's Thomas Weisel Partners Experience 1999 - 2004
Job President, StubHub
Industry Internet
Experience
StubHub April 2015 - Present
Young Presidents' Organization December 2011 - Present
Mental Health Association of NYC 2010 - Present
British American Business 2010 - Present
NYSE Euronext March 2006 - April 2015
Americas Society/Council of the Americas 2012 - January 2014
Cowen and Company, LLC 2004 - 2006
Thomas Weisel Partners 1999 - 2004
Cooley Godward Kronish LLP 1997 - 1999
Skills
Equities, Capital Markets, Venture Capital, Corporate Development, Investment Banking, Mergers, Private Equity, Valuation, Financial Modeling, Hedge Funds, Electronic Trading, Fixed Income, Due Diligence, Securities, Corporate Finance, Trading, Asset Managment, Investments, Trading Systems, Start-ups
Education
University of California, Hastings College of the Law
JD, Tax
Brigham Young University
BS, Economics
StubHub April 2015 - Present
Young Presidents' Organization December 2011 - Present
Mental Health Association of NYC 2010 - Present
British American Business 2010 - Present
NYSE Euronext March 2006 - April 2015
Americas Society/Council of the Americas 2012 - January 2014
Cowen and Company, LLC 2004 - 2006
Thomas Weisel Partners 1999 - 2004
Cooley Godward Kronish LLP 1997 - 1999
Skills
Equities, Capital Markets, Venture Capital, Corporate Development, Investment Banking, Mergers, Private Equity, Valuation, Financial Modeling, Hedge Funds, Electronic Trading, Fixed Income, Due Diligence, Securities, Corporate Finance, Trading, Asset Managment, Investments, Trading Systems, Start-ups
Education
University of California, Hastings College of the Law
JD, Tax
Brigham Young University
BS, Economics
Alex Kuzin's Thomas Weisel Partners Experience November 2007 - May 2008
Job SAP Basis and Security at CAPREIT
Industry Computer Networking
Experience
CAPREIT August 2014 - Present
Shared Services West January 2011 - August 2014
Shared Services West October 2009 - August 2014
Barzel Industries February 2009 - October 2009
Novamerican Steel Inc. May 2008 - October 2009
Thomas Weisel Partners November 2007 - May 2008
Anikeev Business Invest September 2006 - October 2007
Skills
SAP, SAP Netweaver, Servers, Disaster Recovery, SAP R/3, SAP Implementation, Active Directory, ITIL, Infrastructure, Microsoft Exchange, SAP Basis, SAP Portal, Data Center, Integration, Security, VPN, SAP Solutions, ERP, Virtualization, Firewalls, VMware ESX, Systems Engineering, Management, System Administration, Infrastructure Planning, SAP Security, Microsoft Technologies, VMware, Microsoft Infrastructure, SAP Solution Manager, Architecture, Enterprise Architecture, SAP ERP, ECC, SAP BW
Education
Vladimir State University 2002 — 2007
Master of Sience, Apply Mathematics, Physics, Computer Sience
Lomonosov Moscow State University (MSU) 2000 — 2002
Certificate, Mathematics
CAPREIT August 2014 - Present
Shared Services West January 2011 - August 2014
Shared Services West October 2009 - August 2014
Barzel Industries February 2009 - October 2009
Novamerican Steel Inc. May 2008 - October 2009
Thomas Weisel Partners November 2007 - May 2008
Anikeev Business Invest September 2006 - October 2007
Skills
SAP, SAP Netweaver, Servers, Disaster Recovery, SAP R/3, SAP Implementation, Active Directory, ITIL, Infrastructure, Microsoft Exchange, SAP Basis, SAP Portal, Data Center, Integration, Security, VPN, SAP Solutions, ERP, Virtualization, Firewalls, VMware ESX, Systems Engineering, Management, System Administration, Infrastructure Planning, SAP Security, Microsoft Technologies, VMware, Microsoft Infrastructure, SAP Solution Manager, Architecture, Enterprise Architecture, SAP ERP, ECC, SAP BW
Education
Vladimir State University 2002 — 2007
Master of Sience, Apply Mathematics, Physics, Computer Sience
Lomonosov Moscow State University (MSU) 2000 — 2002
Certificate, Mathematics
Christopher Calton's Thomas Weisel Partners Experience July 2000 - November 2003
Job Managing Director, Farlie Turner & Company
Industry Financial Services
Experience
Farlie Turner & Company, LLC June 2015 - Present
Parthenon Healthcare Advisors LLC September 2014 - June 2015
The Jordan Edmiston Group November 2012 - September 2014
Avondale Partners March 2003 - November 2012
Thomas Weisel Partners July 2000 - November 2003
Cramer Rosenthal McGlynn January 1999 - February 2000
Robertson Stephens 1995 - 1998
Skills
Mergers, Investment Banking, Corporate Finance, Private Equity, Acquisitions, Management, Valuation, Venture Capital, Financial Modeling, Due Diligence, LBO, Corporate Development, M&A experience, Equities, Capital Markets, Mergers & Acquisitions, Equity Research, Business Valuation, IPO, Private Placements, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, General
Washington and Lee University 1989 — 1993
BA, Asian Studies, Finance
The Baylor School 1984 — 1989
Farlie Turner & Company, LLC June 2015 - Present
Parthenon Healthcare Advisors LLC September 2014 - June 2015
The Jordan Edmiston Group November 2012 - September 2014
Avondale Partners March 2003 - November 2012
Thomas Weisel Partners July 2000 - November 2003
Cramer Rosenthal McGlynn January 1999 - February 2000
Robertson Stephens 1995 - 1998
Skills
Mergers, Investment Banking, Corporate Finance, Private Equity, Acquisitions, Management, Valuation, Venture Capital, Financial Modeling, Due Diligence, LBO, Corporate Development, M&A experience, Equities, Capital Markets, Mergers & Acquisitions, Equity Research, Business Valuation, IPO, Private Placements, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, General
Washington and Lee University 1989 — 1993
BA, Asian Studies, Finance
The Baylor School 1984 — 1989
V. P. Rajesh, CFA's Thomas Weisel Partners Experience March 2005 - July 2007
Job Founder and Managing Director at Banyan Capital Advisors Pvt. Ltd.
Industry Investment Management
Experience
Banyan Capital Advisors November 2011 - Present
VGSA Investment Partners August 2007 - Present
Thomas Weisel Partners March 2005 - July 2007
Piper Jaffray September 2003 - March 2005
Deutsche Bank Securities December 2000 - May 2003
J P Morgan Chase (fka Chase Securities) July 1997 - April 2000
Feedback Ventures 1994 - 1995
COSL August 1991 - June 1994
Skills
Investment Banking, Valuation, Equities, Financial Modeling, Capital Markets, Venture Capital, Equity Research, Fixed Income, Corporate Development, Investments, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA
Birla Institute of Technology and Science, Pilani 1987 — 1991
B.E. (HONS), Electrical and Electronics Engg
Birla Higher Secondary School 1983 — 1987
Banyan Capital Advisors November 2011 - Present
VGSA Investment Partners August 2007 - Present
Thomas Weisel Partners March 2005 - July 2007
Piper Jaffray September 2003 - March 2005
Deutsche Bank Securities December 2000 - May 2003
J P Morgan Chase (fka Chase Securities) July 1997 - April 2000
Feedback Ventures 1994 - 1995
COSL August 1991 - June 1994
Skills
Investment Banking, Valuation, Equities, Financial Modeling, Capital Markets, Venture Capital, Equity Research, Fixed Income, Corporate Development, Investments, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA
Birla Institute of Technology and Science, Pilani 1987 — 1991
B.E. (HONS), Electrical and Electronics Engg
Birla Higher Secondary School 1983 — 1987
Christopher Henkel's Thomas Weisel Partners Experience 2005 - June 2009
Job Managing Director at Elk Creek Partners
Industry Financial Services
Experience
Elk Creek Partners October 2014 - Present
Newton Investment Management April 2010 - September 2014
Thomas Weisel Partners 2005 - June 2009
Thomas Weisel Partners 1999 - 2005
Alex Brown and Sons 1989 - 1999
Skills
Hedge Funds, Equities, Private Equity, Debt, Capital Markets, Asset Management, Alternative Investments, Financial Services, Business Development, Investments, Asset Managment, Venture Capital
Education
Denison University 1981 — 1986
BA, History
Elk Creek Partners October 2014 - Present
Newton Investment Management April 2010 - September 2014
Thomas Weisel Partners 2005 - June 2009
Thomas Weisel Partners 1999 - 2005
Alex Brown and Sons 1989 - 1999
Skills
Hedge Funds, Equities, Private Equity, Debt, Capital Markets, Asset Management, Alternative Investments, Financial Services, Business Development, Investments, Asset Managment, Venture Capital
Education
Denison University 1981 — 1986
BA, History
Peter DeCaprio's Thomas Weisel Partners Experience November 1999 - May 2002
Job Partner at Crow Point Partners
Industry Financial Services
Experience
Crow Point Partners October 2006 - Present
Evergreen Investments December 2002 - August 2006
Thomas Weisel Partners November 1999 - May 2002
Banc Boston Robertson Stephens June 1997 - November 1999
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA
Tufts University 1979 — 1983
BA, Political Science
Crow Point Partners October 2006 - Present
Evergreen Investments December 2002 - August 2006
Thomas Weisel Partners November 1999 - May 2002
Banc Boston Robertson Stephens June 1997 - November 1999
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA
Tufts University 1979 — 1983
BA, Political Science
Pamela Fong's Thomas Weisel Partners Experience 1999 - 2006
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
Eric Percher's Thomas Weisel Partners Experience September 2002 - October 2006
Job Director, Equity Research at Barclays Capital
Industry Financial Services
Experience
Barclays September 2013 - Present
McKesson January 2009 - August 2013
Eric Percher Photography LLC December 2006 - December 2008
Thomas Weisel Partners September 2002 - October 2006
Thomas Weisel Partners April 2001 - September 2002
Donaldson, Lufkin & Jenrette July 1999 - March 2001
Skills
Healthcare, Hospitals, Healthcare Information..., Competitive Analysis, Pharmaceutical Industry, Data Analysis, Financial Modeling, Mergers & Acquisitions, Strategy, Strategic Planning, Corporate Development, Financial Analysis, Management Consulting, Business Strategy, Business Analysis, Contract Negotiation, Strategic Financial...
Education
Brandeis University 1995 — 1999
BA, Economics
Barclays September 2013 - Present
McKesson January 2009 - August 2013
Eric Percher Photography LLC December 2006 - December 2008
Thomas Weisel Partners September 2002 - October 2006
Thomas Weisel Partners April 2001 - September 2002
Donaldson, Lufkin & Jenrette July 1999 - March 2001
Skills
Healthcare, Hospitals, Healthcare Information..., Competitive Analysis, Pharmaceutical Industry, Data Analysis, Financial Modeling, Mergers & Acquisitions, Strategy, Strategic Planning, Corporate Development, Financial Analysis, Management Consulting, Business Strategy, Business Analysis, Contract Negotiation, Strategic Financial...
Education
Brandeis University 1995 — 1999
BA, Economics
Martha C. Pereira's Thomas Weisel Partners Experience February 2000 - September 2002
Job ARNP, South Florida Gynecologic Oncology
Industry Medical Practice
Experience
South Florida Gynecologic Oncology October 2010 - Present
University of Miami, Miller School of Medicine May 2007 - October 2010
New York Presbyterian Hospital July 2004 - August 2006
Thomas Weisel Partners February 2000 - September 2002
Emory University May 1996 - August 1996
Skills
Surgery, Hospitals, Nursing, Healthcare, Medicine, OB/GYN, Gynecology, Gynecologic Oncology, EMR, Clinical Research, Medical Education, Research, Treatment, Oncology, Customer Service, Healthcare Management, Nurse Practitioners, Physicians
Education
Columbia University in the City of New York 2003 — 2006
BS ('04) and MS ('06)
Emory University 1993 — 1997
BA
South Florida Gynecologic Oncology October 2010 - Present
University of Miami, Miller School of Medicine May 2007 - October 2010
New York Presbyterian Hospital July 2004 - August 2006
Thomas Weisel Partners February 2000 - September 2002
Emory University May 1996 - August 1996
Skills
Surgery, Hospitals, Nursing, Healthcare, Medicine, OB/GYN, Gynecology, Gynecologic Oncology, EMR, Clinical Research, Medical Education, Research, Treatment, Oncology, Customer Service, Healthcare Management, Nurse Practitioners, Physicians
Education
Columbia University in the City of New York 2003 — 2006
BS ('04) and MS ('06)
Emory University 1993 — 1997
BA
Irene Chou's Thomas Weisel Partners Experience 2004 - 2005
Job Director of Operations at Teleos Management LLC
Industry Financial Services
Experience
ILC Consulting LLC January 2012 - Present
Teleos Management LLC June 2006 - December 2011
Thomas Weisel Partners 2004 - 2005
Ernst & Young January 1997 - April 2004
Education
California State University-Fresno
BS, Accounting
ILC Consulting LLC January 2012 - Present
Teleos Management LLC June 2006 - December 2011
Thomas Weisel Partners 2004 - 2005
Ernst & Young January 1997 - April 2004
Education
California State University-Fresno
BS, Accounting
Paul Saperstone's Thomas Weisel Partners Experience April 2000 - August 2004
Job Mortgage and Title Auditor ; Distressed Mortgage Analyst ; Independent Asset Manager/Advisor
Industry Financial Services
Experience
PHS CONSULTING SERVICES ; West Palm Beach, FL / NYC / Dallas, TX June 2009 - Present
FORENSIC MORTGAGE AUDIT GROUP, Palm Beach Gardens, FL January 2008 - May 2009
THOMAS WEISEL PARTNERS April 2000 - August 2004
JOHN HANCOCK FUNDS October 1999 - April 2000
STATE STREET RESEARCH & MANAGEMENT July 1994 - October 1999
Skills
Foreclosures, REO, Investments, Valuation, Asset Managment, Equities, Hedge Funds, Due Diligence, Portfolio Management, Capital Markets, Financial Modeling, Private Equity
Education
Cornell University 1992 — 1994
MBA, Finance
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Clark University 1983 — 1987
BA, Computer Science
PHS CONSULTING SERVICES ; West Palm Beach, FL / NYC / Dallas, TX June 2009 - Present
FORENSIC MORTGAGE AUDIT GROUP, Palm Beach Gardens, FL January 2008 - May 2009
THOMAS WEISEL PARTNERS April 2000 - August 2004
JOHN HANCOCK FUNDS October 1999 - April 2000
STATE STREET RESEARCH & MANAGEMENT July 1994 - October 1999
Skills
Foreclosures, REO, Investments, Valuation, Asset Managment, Equities, Hedge Funds, Due Diligence, Portfolio Management, Capital Markets, Financial Modeling, Private Equity
Education
Cornell University 1992 — 1994
MBA, Finance
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Clark University 1983 — 1987
BA, Computer Science
Nicole Gilbert Gorée's Thomas Weisel Partners Experience June 2000 - November 2001
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
Patrick Franke's Thomas Weisel Partners Experience 2001 - 2004
Job Analyst at Fidelity Investments Pyramis
Industry Investment Management
Experience
Fidelity Investments - Pyramis January 2015 - Present
Fidelity Investments March 2012 - Present
Eagle Asset Management April 2004 - September 2010
Thomas Weisel Partners 2001 - 2004
Raymond James & Associates, Inc 1995 - 1999
Skills
Fundamental Research, Stock Picking, Financial Analysis, Valuation, Investment Strategies, Investments, Equities, Research, Asset Management, Equity Research, Investment Banking, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MM, Finance, Marketing and Accounting
Boston College 1991 — 1995
BA, Economics
Marquette University High School
HS
Fidelity Investments - Pyramis January 2015 - Present
Fidelity Investments March 2012 - Present
Eagle Asset Management April 2004 - September 2010
Thomas Weisel Partners 2001 - 2004
Raymond James & Associates, Inc 1995 - 1999
Skills
Fundamental Research, Stock Picking, Financial Analysis, Valuation, Investment Strategies, Investments, Equities, Research, Asset Management, Equity Research, Investment Banking, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MM, Finance, Marketing and Accounting
Boston College 1991 — 1995
BA, Economics
Marquette University High School
HS
Sanjay Puri's Thomas Weisel Partners Experience February 2000 - December 2002
Job Founder Sankofa Capital
Industry Investment Management
Experience
Sankofa Capital August 2011 - Present
Unterberg Capital April 2009 - June 2011
Walker Smith Capital October 2004 - March 2009
Thomas Weisel Partners February 2000 - December 2002
Bank Paribas July 1998 - February 2000
Donaldson, Lufkin & Jenrette February 1994 - September 1996
Skills
Hedge Funds, Equities, Alternative Investments, Financial Modeling, Portfolio Management, Valuation, Investments, Equity Research, Investment Management, Asset Management, Private Equity
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance/Investment Mgmt
Pepperdine University 1987 — 1991
BS, Accounting
Middlesex School 1983 — 1987
Ged
Sankofa Capital August 2011 - Present
Unterberg Capital April 2009 - June 2011
Walker Smith Capital October 2004 - March 2009
Thomas Weisel Partners February 2000 - December 2002
Bank Paribas July 1998 - February 2000
Donaldson, Lufkin & Jenrette February 1994 - September 1996
Skills
Hedge Funds, Equities, Alternative Investments, Financial Modeling, Portfolio Management, Valuation, Investments, Equity Research, Investment Management, Asset Management, Private Equity
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance/Investment Mgmt
Pepperdine University 1987 — 1991
BS, Accounting
Middlesex School 1983 — 1987
Ged
Kyle Gilbride's Thomas Weisel Partners Experience 2005 - 2008
Job
Industry Hospital & Health Care
Experience
athenahealth April 2015 - Present
Healthagen June 2012 - January 2015
Medtronic June 2011 - August 2011
Ferrer Freeman & Company 2008 - 2010
Thomas Weisel Partners 2005 - 2008
Kayak.com 2004 - 2004
Skills
Financial Modeling, Corporate Finance, Corporate Development, Healthcare, Private Equity, Venture Capital, Growth Capital, Business Development, M&A experience, Business Strategy, Start-ups, Mergers & Acquisitions, Strategy, Executive Management, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School
MBA
Dartmouth College
AB, History
Brunswick School
athenahealth April 2015 - Present
Healthagen June 2012 - January 2015
Medtronic June 2011 - August 2011
Ferrer Freeman & Company 2008 - 2010
Thomas Weisel Partners 2005 - 2008
Kayak.com 2004 - 2004
Skills
Financial Modeling, Corporate Finance, Corporate Development, Healthcare, Private Equity, Venture Capital, Growth Capital, Business Development, M&A experience, Business Strategy, Start-ups, Mergers & Acquisitions, Strategy, Executive Management, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School
MBA
Dartmouth College
AB, History
Brunswick School
John Varughese's Thomas Weisel Partners Experience 2000 - 2005
Job Finance & Technology Executive, Strategic Advisor and Board Member
Industry Information Technology and Services
Experience
Perella Weinberg Partners 2008 - 2014
Lehman Brothers 2005 - 2008
Thomas Weisel Partners 2000 - 2005
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Start-ups, Valuation, Strategy, Due Diligence, Investment Banking, Mergers, Financial Modeling, Executive Management, Entrepreneurship, Business Development, Management, Strategic Partnerships, Corporate Development
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
Bachelor’s Degree
Perella Weinberg Partners 2008 - 2014
Lehman Brothers 2005 - 2008
Thomas Weisel Partners 2000 - 2005
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Start-ups, Valuation, Strategy, Due Diligence, Investment Banking, Mergers, Financial Modeling, Executive Management, Entrepreneurship, Business Development, Management, Strategic Partnerships, Corporate Development
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
Bachelor’s Degree
Steve Bottum's Thomas Weisel Partners Experience 1998 - 2001
Job Real Estate Investor and Independent Financial Advisor
Industry Investment Banking
Experience
MWB Investments, LLC December 2011 - Present
GCA Savvian March 2006 - March 2010
The Grosvenor Funds 2001 - 2005
Thomas Weisel Partners 1998 - 2001
Alex. Brown & Sons, Inc. 1987 - 1998
Salomon Brothers 1984 - 1987
Skills
Mergers, Financial Services, Investment Banking, Banking, Venture Capital, Mergers & Acquisitions, Hedge Funds, Capital Markets, Private Equity, LBO, Valuation, Private Placements, Investments, Corporate Finance, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1980 — 1984
Master of Business Administration (MBA), Accounting and Finance
Northwestern University School of Law 1980 — 1984
JD
Amherst College 1976 — 1980
B.A.
MWB Investments, LLC December 2011 - Present
GCA Savvian March 2006 - March 2010
The Grosvenor Funds 2001 - 2005
Thomas Weisel Partners 1998 - 2001
Alex. Brown & Sons, Inc. 1987 - 1998
Salomon Brothers 1984 - 1987
Skills
Mergers, Financial Services, Investment Banking, Banking, Venture Capital, Mergers & Acquisitions, Hedge Funds, Capital Markets, Private Equity, LBO, Valuation, Private Placements, Investments, Corporate Finance, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1980 — 1984
Master of Business Administration (MBA), Accounting and Finance
Northwestern University School of Law 1980 — 1984
JD
Amherst College 1976 — 1980
B.A.
Iris Alvarado's Thomas Weisel Partners Experience January 2010 - May 2010
Job Executive Assistant to President & Chief Creative Officer at Grey Group
Industry Financial Services
Experience
Grey Group October 2014 - Present
Gershoni Creative Agency June 2011 - February 2014
Room to Read May 2010 - May 2011
Thomas Weisel Partners January 2010 - May 2010
Cannell Capital LLC April 2007 - March 2009
Skills
Event Planning, Event Management, Excel, Fundraising, Non-profits, Microsoft Excel
Education
City College of San Francisco
General Education Curriculum
Golden Gate University
Accounting
Grey Group October 2014 - Present
Gershoni Creative Agency June 2011 - February 2014
Room to Read May 2010 - May 2011
Thomas Weisel Partners January 2010 - May 2010
Cannell Capital LLC April 2007 - March 2009
Skills
Event Planning, Event Management, Excel, Fundraising, Non-profits, Microsoft Excel
Education
City College of San Francisco
General Education Curriculum
Golden Gate University
Accounting
Matt Sheerin's Thomas Weisel Partners Experience June 2000 - September 2010
Job Managing Director/Senior Equity Research Analyst at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus July 2010 - Present
Thomas Weisel Partners June 2000 - September 2010
Electronic Buyers' News (CMP Media) March 1990 - June 2000
Education
Columbia University in the City of New York
M.S., Journalism
Thiel College
Bachelor's Degree
Stifel Nicolaus July 2010 - Present
Thomas Weisel Partners June 2000 - September 2010
Electronic Buyers' News (CMP Media) March 1990 - June 2000
Education
Columbia University in the City of New York
M.S., Journalism
Thiel College
Bachelor's Degree
John Khodarahmi's Thomas Weisel Partners Experience 2000 - 2002
Job Senior Municipal Portfolio Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Eaton Vance November 2002 - June 2015
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1999 - 2000
Fleet Securities 1990 - 1998
Skills
Fixed Income, Bloomberg
Education
Boston University Questrom School of Business 1998 — 1999
mba
Boston University Questrom School of Business 1986 — 1990
bsba
Charles Schwab July 2015 - Present
Eaton Vance November 2002 - June 2015
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1999 - 2000
Fleet Securities 1990 - 1998
Skills
Fixed Income, Bloomberg
Education
Boston University Questrom School of Business 1998 — 1999
mba
Boston University Questrom School of Business 1986 — 1990
bsba
Karen McClure's Thomas Weisel Partners Experience 2007 - August 2009
Job Business Manager
Industry Investment Banking
Experience
Macquarie Financial August 2009 - Present
Thomas Weisel Partners 2007 - August 2009
Royal LePage RCR Realty 2005 - 2008
Skills
Banking, Equities, Investments, Relationship Management, Investment Banking, Securities, Portfolio Management, Asset Management, Financial Services, Risk Management
Education
Brock University 2001 — 2005
BA, Business Administration and Management, General
Macquarie Financial August 2009 - Present
Thomas Weisel Partners 2007 - August 2009
Royal LePage RCR Realty 2005 - 2008
Skills
Banking, Equities, Investments, Relationship Management, Investment Banking, Securities, Portfolio Management, Asset Management, Financial Services, Risk Management
Education
Brock University 2001 — 2005
BA, Business Administration and Management, General
Jeff Parr's Thomas Weisel Partners Experience February 2003 - February 2009
Job President at Solar Technologies
Industry Construction
Experience
Solar Technologies October 2011 - Present
SunLogic, Inc March 2009 - October 2011
Thomas Weisel Partners February 2003 - February 2009
Skills
Microsoft Excel, Renewable Energy, Photovoltaics, Microsoft Office, Start-ups, Customer Service, Solar Energy, PowerPoint, New Business Development, Solar Power, Microsoft Word
Education
Cal Poly San Luis Obispo 1996 — 2000
Bachelor of Science (BS), Economics
Solar Technologies October 2011 - Present
SunLogic, Inc March 2009 - October 2011
Thomas Weisel Partners February 2003 - February 2009
Skills
Microsoft Excel, Renewable Energy, Photovoltaics, Microsoft Office, Start-ups, Customer Service, Solar Energy, PowerPoint, New Business Development, Solar Power, Microsoft Word
Education
Cal Poly San Luis Obispo 1996 — 2000
Bachelor of Science (BS), Economics
Thomas Daniels, CFA's Thomas Weisel Partners Experience May 2009 - June 2010
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2012 - Present
Stifel Nicolaus June 2010 - October 2012
Thomas Weisel Partners May 2009 - June 2010
Stanford Group Company November 2005 - March 2009
Wells Fargo Securities January 2005 - August 2005
Skills
Microsoft Office, Public Relations, HTML, Bloomberg, Factset, Excel, Microsoft Excel, Equity Research, Valuation, Financial Modeling
Education
Dartmouth College 2001 — 2004
BA, History
Duxbury High School
Goldman Sachs October 2012 - Present
Stifel Nicolaus June 2010 - October 2012
Thomas Weisel Partners May 2009 - June 2010
Stanford Group Company November 2005 - March 2009
Wells Fargo Securities January 2005 - August 2005
Skills
Microsoft Office, Public Relations, HTML, Bloomberg, Factset, Excel, Microsoft Excel, Equity Research, Valuation, Financial Modeling
Education
Dartmouth College 2001 — 2004
BA, History
Duxbury High School
Melissa Pryor Roy's Thomas Weisel Partners Experience August 1999 - August 2001
Job Finance at Pepsi Beverages Company
Industry Consumer Goods
Experience
Pepsi Beverages Company 2004 - Present
Gap Inc. December 2001 - September 2004
Thomas Weisel Partners August 1999 - August 2001
Education
Cornell University
BA, Economics, Anthropology
Pepsi Beverages Company 2004 - Present
Gap Inc. December 2001 - September 2004
Thomas Weisel Partners August 1999 - August 2001
Education
Cornell University
BA, Economics, Anthropology
Ian Gillies's Thomas Weisel Partners Experience 2008 - 2009
Job Research Analyst, Energy Services at FirstEnergy Capital Corp.
Industry Investment Banking
Experience
FirstEnergy Capital Corp. May 2015 - Present
Calfrac Well Services February 2014 - Present
FirstEnergy Capital Corp February 2010 - January 2014
Thomas Weisel Partners 2008 - 2009
Meyers Norris Penny 2007 - 2008
MNP Corporate Finance Inc 2007 - 2008
Education
University of Reading 2005 — 2006
MSc, Finance
Acadia University 2001 — 2005
BBA, Finance
FirstEnergy Capital Corp. May 2015 - Present
Calfrac Well Services February 2014 - Present
FirstEnergy Capital Corp February 2010 - January 2014
Thomas Weisel Partners 2008 - 2009
Meyers Norris Penny 2007 - 2008
MNP Corporate Finance Inc 2007 - 2008
Education
University of Reading 2005 — 2006
MSc, Finance
Acadia University 2001 — 2005
BBA, Finance
Ashley J. Commito's Thomas Weisel Partners Experience February 2007 - February 2009
Job Manager, Legal Intake and Matter Management
Industry Financial Services
Experience
LPL Financial August 2015 - Present
LPL Financial June 2014 - August 2015
LPL Financial February 2013 - June 2014
LPL April 2009 - February 2013
Thomas Weisel Partners February 2007 - February 2009
Skills
Customer Service, Legal Assistance, Securities, Event Planning, Financial Services, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Emmanuel College 2002 — 2006
BA, Political Science
LPL Financial August 2015 - Present
LPL Financial June 2014 - August 2015
LPL Financial February 2013 - June 2014
LPL April 2009 - February 2013
Thomas Weisel Partners February 2007 - February 2009
Skills
Customer Service, Legal Assistance, Securities, Event Planning, Financial Services, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Emmanuel College 2002 — 2006
BA, Political Science
Dan Halsey's Thomas Weisel Partners Experience April 2001 - March 2003
Job VP, State Management at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group October 2013 - Present
Hanover Insurance June 2009 - October 2013
Liberty Mutual Group February 2005 - June 2009
Liberty Mutual Group October 2003 - February 2005
Thomas Weisel Partners April 2001 - March 2003
SunTrust Robinson Humphrey December 1999 - April 2001
BankBoston 1997 - 1999
Skills
Insurance, Property, Analysis, Financial Analysis, Management, Mergers, Financial Modeling, Leadership, Business Analysis, Strategic Planning, Analytics, General Insurance, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1997
MS Finance, Finance
University of Rhode Island 1993 — 1996
BS, Finance, Marketing
The Hanover Insurance Group October 2013 - Present
Hanover Insurance June 2009 - October 2013
Liberty Mutual Group February 2005 - June 2009
Liberty Mutual Group October 2003 - February 2005
Thomas Weisel Partners April 2001 - March 2003
SunTrust Robinson Humphrey December 1999 - April 2001
BankBoston 1997 - 1999
Skills
Insurance, Property, Analysis, Financial Analysis, Management, Mergers, Financial Modeling, Leadership, Business Analysis, Strategic Planning, Analytics, General Insurance, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1997
MS Finance, Finance
University of Rhode Island 1993 — 1996
BS, Finance, Marketing
Shane Wells's Thomas Weisel Partners Experience July 1999 - December 2001
Job COO at Crow Point Partners
Industry Financial Services
Experience
Crow Point Partners December 2006 - Present
Protector USA July 2004 - October 2006
Quantit Group May 2002 - July 2004
Thomas Weisel Partners July 1999 - December 2001
Franklin Templeton Investments February 1998 - June 1999
Skills
Strategic Planning, Marketing Strategy, Hedge Funds, Management, Investments, Start-ups, Financial Modeling, Business Strategy, New Business Development, Equities, Portfolio Management, Strategy, Valuation, Asset Management, Capital Markets, Fixed Income, Risk Management, Operations Management, Trading, FX Trading
Education
Boston University - College of Communication 1992 — 1997
Bachelor of Science (BS), Communication
Boston University
BS Communication
Crow Point Partners December 2006 - Present
Protector USA July 2004 - October 2006
Quantit Group May 2002 - July 2004
Thomas Weisel Partners July 1999 - December 2001
Franklin Templeton Investments February 1998 - June 1999
Skills
Strategic Planning, Marketing Strategy, Hedge Funds, Management, Investments, Start-ups, Financial Modeling, Business Strategy, New Business Development, Equities, Portfolio Management, Strategy, Valuation, Asset Management, Capital Markets, Fixed Income, Risk Management, Operations Management, Trading, FX Trading
Education
Boston University - College of Communication 1992 — 1997
Bachelor of Science (BS), Communication
Boston University
BS Communication
Channah Norman's Thomas Weisel Partners Experience October 2000 - August 2002
Job Faculty, Museum Studies Program at George Washington University and Attorney, U.S. Department of Justice
Industry Law Practice
Experience
George Washington University January 2014 - Present
U.S. Department of Justice August 2008 - Present
INTERPOL November 2010 - March 2011
Robert Holden Ltd Fine Art Agents September 2003 - December 2003
Bonhams September 2003 - December 2003
Thomas Weisel Partners October 2000 - August 2002
Liz Lange Maternity June 1999 - October 2000
Skills
Art Law, Cultural Property Law, Art Business, Art History, Art Education, Operations Management, Museum Education, Private Equity...
Education
Georgetown University Law Center 2007 — 2008
Master of Laws (LL.M.), Art & Cultural Property Law
Sotheby's Institute of Art 2002 — 2003
Master's Degree, Art Business
Cornell University 1995 — 1999
BA, Art History & French
George Washington University January 2014 - Present
U.S. Department of Justice August 2008 - Present
INTERPOL November 2010 - March 2011
Robert Holden Ltd Fine Art Agents September 2003 - December 2003
Bonhams September 2003 - December 2003
Thomas Weisel Partners October 2000 - August 2002
Liz Lange Maternity June 1999 - October 2000
Skills
Art Law, Cultural Property Law, Art Business, Art History, Art Education, Operations Management, Museum Education, Private Equity...
Education
Georgetown University Law Center 2007 — 2008
Master of Laws (LL.M.), Art & Cultural Property Law
Sotheby's Institute of Art 2002 — 2003
Master's Degree, Art Business
Cornell University 1995 — 1999
BA, Art History & French
Andrea Drago, PHR's Thomas Weisel Partners Experience April 2006 - July 2010
Job Stylist at Stitch Fix
Industry Human Resources
Experience
Stitch Fix November 2014 - Present
The Marine Mammal Center December 2013 - September 2014
Willis July 2010 - April 2013
Thomas Weisel Partners April 2006 - July 2010
Skills
Benefits Administration, Business Strategy, Disability Insurance, Employee Benefits, Employee Relations, General Insurance, Health Insurance, Human Resources, Investment Banking, Leadership, Mergers, Insurance, Performance Management, Recruiting, Series 7, Strategy, Talent Management, Workers Compensation, Brokers, Mergers, Personnel Management, Risk Management, Underwriting
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor's degree, Social Sciences
Napa High
Stitch Fix November 2014 - Present
The Marine Mammal Center December 2013 - September 2014
Willis July 2010 - April 2013
Thomas Weisel Partners April 2006 - July 2010
Skills
Benefits Administration, Business Strategy, Disability Insurance, Employee Benefits, Employee Relations, General Insurance, Health Insurance, Human Resources, Investment Banking, Leadership, Mergers, Insurance, Performance Management, Recruiting, Series 7, Strategy, Talent Management, Workers Compensation, Brokers, Mergers, Personnel Management, Risk Management, Underwriting
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor's degree, Social Sciences
Napa High
Cathy Rosolen's Thomas Weisel Partners Experience May 2001 - September 2001
Job Sr Compensation Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2010 - Present
Wells Fargo October 2001 - March 2010
Thomas Weisel Partners May 2001 - September 2001
Wells Fargo June 2000 - April 2001
Wells Fargo August 1999 - June 2000
Wells Fargo June 1998 - July 1999
Skills
Certified Compensation..., Executive Pay, Deferred Compensation, Incentive Programs, PeopleSoft, Succession Planning, Workforce Planning
Education
California State University-Fresno 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo March 2010 - Present
Wells Fargo October 2001 - March 2010
Thomas Weisel Partners May 2001 - September 2001
Wells Fargo June 2000 - April 2001
Wells Fargo August 1999 - June 2000
Wells Fargo June 1998 - July 1999
Skills
Certified Compensation..., Executive Pay, Deferred Compensation, Incentive Programs, PeopleSoft, Succession Planning, Workforce Planning
Education
California State University-Fresno 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Thomas Elzner's Thomas Weisel Partners Experience January 1999 - June 2001
Job Owner at Skin Spa New York
Industry Health, Wellness and Fitness
Experience
Skin Spa - New York January 2005 - Present
Thomas Weisel Partners January 1999 - June 2001
Cowen and Company January 1996 - December 1998
Merrill Lynch August 1993 - December 1995
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Southern Methodist University Dedman School of Law 1985 — 1988
Skin Spa - New York January 2005 - Present
Thomas Weisel Partners January 1999 - June 2001
Cowen and Company January 1996 - December 1998
Merrill Lynch August 1993 - December 1995
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Southern Methodist University Dedman School of Law 1985 — 1988
Brigitte (Goss) Koch's Thomas Weisel Partners Experience 2000 - 2003
Job Independent Consultant, K12 Education
Industry Education Management
Experience
District of Columbia Public Schools (DCPS) 2010 - 2011
The Boston Consulting Group 2007 - 2009
Gordon and Betty Moore Foundation 2003 - 2005
Swander Pace Capital 2003 - 2003
Thomas Weisel Partners 2000 - 2003
Education
Columbia University - Columbia Business School
MBA
Vanderbilt University
BA, Economics
District of Columbia Public Schools (DCPS) 2010 - 2011
The Boston Consulting Group 2007 - 2009
Gordon and Betty Moore Foundation 2003 - 2005
Swander Pace Capital 2003 - 2003
Thomas Weisel Partners 2000 - 2003
Education
Columbia University - Columbia Business School
MBA
Vanderbilt University
BA, Economics
Christina Colone's Thomas Weisel Partners Experience December 2006 - July 2010
Job Director, Investor Relations
Industry Retail
Experience
Coach July 2010 - Present
Thomas Weisel Partners December 2006 - July 2010
Prudential Equity Group October 2005 - December 2006
Education
Boston College 2001 — 2005
B.A., Economics
Coach July 2010 - Present
Thomas Weisel Partners December 2006 - July 2010
Prudential Equity Group October 2005 - December 2006
Education
Boston College 2001 — 2005
B.A., Economics
Patrick Mikus's Thomas Weisel Partners Experience 2000 - 2008
Job Institutional Equity Sales
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2008 - 2012
Thomas Weisel Partners 2000 - 2008
Volpe Brown & Whelan 1998 - 2000
Education
Colgate University 1992 — 1996
BA, History
Canaccord Genuity Inc. 2008 - 2012
Thomas Weisel Partners 2000 - 2008
Volpe Brown & Whelan 1998 - 2000
Education
Colgate University 1992 — 1996
BA, History
Peter Svendsen's Thomas Weisel Partners Experience November 2005 - July 2010
Job Financial Services Consultant
Industry Financial Services
Experience
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics
Nick Arora's Thomas Weisel Partners Experience June 2006 - May 2007
Job Director Technology at AMSYS Innovative Solutions
Industry Information Technology and Services
Experience
AMSYS Innovative Solutions September 2013 - Present
IBM May 2011 - November 2013
Siemens August 2008 - May 2011
Morgan Construction Company June 2007 - February 2008
Thomas Weisel Partners June 2006 - May 2007
Micro- World US June 2005 - June 2006
NCR Corporation April 2001 - June 2005
Skills
Hyper-V, Microsoft Exchange, Amazon EC2, Office 365, System Center Suite, SCCM, Cluster, Cloud Computing, VMware, DNS, Servers, Windows Server, Disaster Recovery, Virtualization, Active Directory, Networking, Data Center, Troubleshooting
Education
Manipal University 2005 — 2007
Master of Business Administration (M.B.A.), Systems Engineering, A
Delhi University 2001 — 2004
Bachelor's Degree, E-Commerce/Electronic Commerce, B
AMSYS Innovative Solutions September 2013 - Present
IBM May 2011 - November 2013
Siemens August 2008 - May 2011
Morgan Construction Company June 2007 - February 2008
Thomas Weisel Partners June 2006 - May 2007
Micro- World US June 2005 - June 2006
NCR Corporation April 2001 - June 2005
Skills
Hyper-V, Microsoft Exchange, Amazon EC2, Office 365, System Center Suite, SCCM, Cluster, Cloud Computing, VMware, DNS, Servers, Windows Server, Disaster Recovery, Virtualization, Active Directory, Networking, Data Center, Troubleshooting
Education
Manipal University 2005 — 2007
Master of Business Administration (M.B.A.), Systems Engineering, A
Delhi University 2001 — 2004
Bachelor's Degree, E-Commerce/Electronic Commerce, B
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS