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
Michael Cragin, CPA Michael Cragin, CPA's Thomas Weisel Partners Experience August 2009 - September 2010
Job Senior Accountant at Fitbit
Industry Accounting
Experience
Fitbit April 2013 - Present
Pattern Energy January 2013 - April 2013
SendMe, Inc. July 2011 - November 2012
Presidio Trust March 2011 - June 2011
Thomas Weisel Partners August 2009 - September 2010
UHY Advisors, LLC October 2007 - December 2008
Maletta & Company, CPAs September 2003 - October 2007
McGladrey & Pullen August 2001 - April 2003
Skills
GAAP, Financial Reporting, Accounting, Auditing, Financial Analysis, Internal Controls, SEC filings, Microsoft Excel, Revenue Recognition, QuickBooks
Education
Quinnipiac University - School of Business 1999 — 2001
Bachelors of Science, Accounting
University of Vermont 1996 — 1998
N/A, Environmental Science
Fitbit April 2013 - Present
Pattern Energy January 2013 - April 2013
SendMe, Inc. July 2011 - November 2012
Presidio Trust March 2011 - June 2011
Thomas Weisel Partners August 2009 - September 2010
UHY Advisors, LLC October 2007 - December 2008
Maletta & Company, CPAs September 2003 - October 2007
McGladrey & Pullen August 2001 - April 2003
Skills
GAAP, Financial Reporting, Accounting, Auditing, Financial Analysis, Internal Controls, SEC filings, Microsoft Excel, Revenue Recognition, QuickBooks
Education
Quinnipiac University - School of Business 1999 — 2001
Bachelors of Science, Accounting
University of Vermont 1996 — 1998
N/A, Environmental Science
Kelly Capper Kelly Capper's Thomas Weisel Partners Experience 2000 - 2001
Job Construction/Project Manager, Facilities & Operations Manager, Real Estate Professional
Industry Real Estate
Experience
Residential Developer November 2010 - Present
Joie de Vivre Hospitality 2007 - 2009
Marcus & Millichap 2005 - 2007
Vanguard Properties 2003 - 2005
Design Contempo Furniture 2001 - 2002
Thomas Weisel Partners 2000 - 2001
Skills
Budgets, Contract Negotiation, Property Management, Real Estate Development, Luxury, Management, Real Estate, Project Management, Project Planning
Education
Northwestern University 1989 — 1994
Bachelor's Degree, German Studies
Ludwig-Maximilians Universität München 1991 — 1992
Junior Year Study Abroad
Residential Developer November 2010 - Present
Joie de Vivre Hospitality 2007 - 2009
Marcus & Millichap 2005 - 2007
Vanguard Properties 2003 - 2005
Design Contempo Furniture 2001 - 2002
Thomas Weisel Partners 2000 - 2001
Skills
Budgets, Contract Negotiation, Property Management, Real Estate Development, Luxury, Management, Real Estate, Project Management, Project Planning
Education
Northwestern University 1989 — 1994
Bachelor's Degree, German Studies
Ludwig-Maximilians Universität München 1991 — 1992
Junior Year Study Abroad
Linette Hoven Linette Hoven's Thomas Weisel Partners Experience 2006 - 2008
Job Excellent Personal Assistant 24/7
Industry Consumer Services
Experience
Orinda Taxi March 2013 - Present
Hornblower Cruises & Events 2010 - Present
Polycom October 2010 - 2011
Bear Stearns 2008 - 2008
Thomas Weisel Partners 2006 - 2008
JP Morgan Partners / Panorama Capital, San Francisco, CA 2005 - 2006
Fibrogen 2004 - 2005
InterMune 2001 - 2003
Axys Pharmaceuticals 1998 - 2001
Axys Pharmaceuticals 1998 - 2001
Skills
Microsoft Excel, Marketing, Concur, Microsoft Word, Outlook, Administrative..., Access
Education
St. Mary's College of California 1996 — 1998
Certificate Program, Paralegal
Orinda Taxi March 2013 - Present
Hornblower Cruises & Events 2010 - Present
Polycom October 2010 - 2011
Bear Stearns 2008 - 2008
Thomas Weisel Partners 2006 - 2008
JP Morgan Partners / Panorama Capital, San Francisco, CA 2005 - 2006
Fibrogen 2004 - 2005
InterMune 2001 - 2003
Axys Pharmaceuticals 1998 - 2001
Axys Pharmaceuticals 1998 - 2001
Skills
Microsoft Excel, Marketing, Concur, Microsoft Word, Outlook, Administrative..., Access
Education
St. Mary's College of California 1996 — 1998
Certificate Program, Paralegal
Rebecca Hornbach Rebecca Hornbach's Thomas Weisel Partners Experience May 2002 - April 2003
Job MPH and Master of Global Policy Studies
Industry International Affairs
Experience
RGK Center for Philanthropy and Community Service August 2013 - June 2014
Robert S. Strauss Center for International Security and Law August 2013 - May 2014
USAID Bureau for Global Health June 2013 - August 2013
AidData Center for Development Policy January 2013 - May 2013
Bi-national Water Quality Management Project August 2012 - May 2013
Department of State Health Services May 2012 - June 2012
La Alianza Multicultural Center February 2008 - December 2008
Peace Corps August 2005 - May 2006
Peace Corps May 2003 - August 2005
Thomas Weisel Partners May 2002 - April 2003
Skills
Program Evaluation, International..., Community Development, Research, Health Policy, Public Health, Fundraising, Program Management, Nonprofits, NGOs, Grants, Analysis, Policy Analysis, Training, Spanish, SPSS, Community Outreach, Policy, Public Policy, Grant Writing, Program Development, GIS
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2012 — 2014
Masters of Global Policy Studies
The University of Texas Health Science Center at Houston 2011 — 2014
Masters of Public Health
Hamilton College 1997 — 2001
B.A., Sociology & Spanish
Greenhill
RGK Center for Philanthropy and Community Service August 2013 - June 2014
Robert S. Strauss Center for International Security and Law August 2013 - May 2014
USAID Bureau for Global Health June 2013 - August 2013
AidData Center for Development Policy January 2013 - May 2013
Bi-national Water Quality Management Project August 2012 - May 2013
Department of State Health Services May 2012 - June 2012
La Alianza Multicultural Center February 2008 - December 2008
Peace Corps August 2005 - May 2006
Peace Corps May 2003 - August 2005
Thomas Weisel Partners May 2002 - April 2003
Skills
Program Evaluation, International..., Community Development, Research, Health Policy, Public Health, Fundraising, Program Management, Nonprofits, NGOs, Grants, Analysis, Policy Analysis, Training, Spanish, SPSS, Community Outreach, Policy, Public Policy, Grant Writing, Program Development, GIS
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2012 — 2014
Masters of Global Policy Studies
The University of Texas Health Science Center at Houston 2011 — 2014
Masters of Public Health
Hamilton College 1997 — 2001
B.A., Sociology & Spanish
Greenhill
Tim Houweling Tim Houweling's Thomas Weisel Partners Experience July 2006 - May 2008
Job CoFounder at The Monkey Tail Ranch, Inc.
Industry Nonprofit Organization Management
Experience
The Monkey Tail Ranch, Inc. March 2013 - Present
Mountain View Fire Department March 2012 - Present
K9 Training Concepts/InstaDog May 2008 - Present
Thomas Weisel Partners July 2006 - May 2008
Squaw Valley January 2005 - July 2006
Financo, Inc. January 2003 - January 2005
Water Mill Partners, LLC July 2002 - January 2003
Robertson Stephens March 2000 - July 2002
PwC August 1994 - March 1998
Skills
Coaching, Financial Modeling, Investments, Leadership Development, Leadership, Management, Public Speaking, Organizational..., Nonprofits, Strategic Planning, Team Building, Time Management, Training Delivery, Training
Education
Santa Clara University 1990 — 1994
Bachelor of Science in commerce, Accounting
The Monkey Tail Ranch, Inc. March 2013 - Present
Mountain View Fire Department March 2012 - Present
K9 Training Concepts/InstaDog May 2008 - Present
Thomas Weisel Partners July 2006 - May 2008
Squaw Valley January 2005 - July 2006
Financo, Inc. January 2003 - January 2005
Water Mill Partners, LLC July 2002 - January 2003
Robertson Stephens March 2000 - July 2002
PwC August 1994 - March 1998
Skills
Coaching, Financial Modeling, Investments, Leadership Development, Leadership, Management, Public Speaking, Organizational..., Nonprofits, Strategic Planning, Team Building, Time Management, Training Delivery, Training
Education
Santa Clara University 1990 — 1994
Bachelor of Science in commerce, Accounting
Howard Sackson Howard Sackson's Thomas Weisel Partners Experience January 2002 - June 2005
Job
Industry Financial Services
Experience
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
First California Mortgage Company June 2013 - Present
Startup Consulting September 2009 - June 2013
First Republic Bank April 2010 - May 2012
Conifer Securities April 2008 - September 2009
Fisher Investments June 2005 - April 2008
Thomas Weisel Partners January 2002 - June 2005
Charles Schwab & co. 2000 - 2001
Senterprise, Inc. 2000 - 2000
Everything-Commerce.com 2000 - 2000
Senterprise 2000 - 2000
Skills
Team Leadership, Strategic Planning, Enterprise Architecture, IT Management, IT Strategy, Vendor Management, Data Center, Integration, Program Management, Disaster Recovery, Business Analysis, Investment Banking, Cloud Computing, PMO, Security, Management, PMP, Mobile Infrastructure, Mobile Technology, Product Management, Executive Management, Business Process..., Customer Relations, Business Strategy, Outsourcing, SaaS, Business Continuity, Asset Management, Process Engineering, Business Management, Start-ups, Change Management, IT Operations, Software Project..., Software Development, Team Management, Web Applications, Management Consulting, Agile, Product Development, Process Improvement, CRM, Enterprise Software, ERP, E-commerce, Consulting, Telecommunications, Information Technology
Education
University of Minnesota 1986 — 1988
MBA, Management Information Systems
Pace University 1981 — 1985
BS, Computer Science
Val Hawkins Val Hawkins's Thomas Weisel Partners Experience 1999 - 2000
Job Architectural Designer at Franck & Lohsen Architects
Industry Architecture & Planning
Experience
Franck & Lohsen Architects 2014 - Present
SmithGroupJJR 2011 - 2013
The Washington Post 2004 - 2007
AOL 2000 - 2002
Thomas Weisel Partners 1999 - 2000
Deutsche Bank 1997 - 1999
Skills
Strategic Planning, Management, Architectural Design, Sustainable Design, Design Research, Photoshop, SketchUp, AutoCAD, Revit, Marketing Strategy, Research, Social Media, Architecture, Project Management, InDesign
Education
The Catholic University of America 2008 — 2011
Master of Architecture (M.Arch.), Cultural Studies, Sacred Spaces
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Marketing and Finance
Princeton University 1993 — 1997
AB, History
Franck & Lohsen Architects 2014 - Present
SmithGroupJJR 2011 - 2013
The Washington Post 2004 - 2007
AOL 2000 - 2002
Thomas Weisel Partners 1999 - 2000
Deutsche Bank 1997 - 1999
Skills
Strategic Planning, Management, Architectural Design, Sustainable Design, Design Research, Photoshop, SketchUp, AutoCAD, Revit, Marketing Strategy, Research, Social Media, Architecture, Project Management, InDesign
Education
The Catholic University of America 2008 — 2011
Master of Architecture (M.Arch.), Cultural Studies, Sacred Spaces
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Marketing and Finance
Princeton University 1993 — 1997
AB, History
Denise Chiriboga Denise Chiriboga's Thomas Weisel Partners Experience May 2007 - May 2010
Job Sales & Trading Associate at Mackie Research Capital / Health & Fitness Consultant
Industry Financial Services
Experience
Mackie Research Capital November 2014 - Present
Jennings Capital Inc. June 2010 - November 2014
Jennings Capital Inc June 2010 - May 2012
Thomas Weisel Partners May 2007 - May 2010
Scotia McLeod Direct Investing 2003 - 2007
Skills
Project Management, Financial Markets, Office Administration, Nutritional Counseling, Fitness Consulting, Analysis
Education
Canadian School of Natural Nutrition 2014 — 2015
Diploma, Holistic Nutrition
Ryerson University 2004 — 2006
Bachelor of Commerce (B.Comm), Finance
Seneca College of Applied Arts and Technology 2000 — 2003
Financial Planning Diploma, Finance and Financial Management Services
Canadian Securities Institute 2008 — 2008
Investment Advisor Training Program
Mackie Research Capital November 2014 - Present
Jennings Capital Inc. June 2010 - November 2014
Jennings Capital Inc June 2010 - May 2012
Thomas Weisel Partners May 2007 - May 2010
Scotia McLeod Direct Investing 2003 - 2007
Skills
Project Management, Financial Markets, Office Administration, Nutritional Counseling, Fitness Consulting, Analysis
Education
Canadian School of Natural Nutrition 2014 — 2015
Diploma, Holistic Nutrition
Ryerson University 2004 — 2006
Bachelor of Commerce (B.Comm), Finance
Seneca College of Applied Arts and Technology 2000 — 2003
Financial Planning Diploma, Finance and Financial Management Services
Canadian Securities Institute 2008 — 2008
Investment Advisor Training Program
Angie Funtanilla Angie Funtanilla's Thomas Weisel Partners Experience 2001 - 2003
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney 2004 - 2011
Thomas Weisel Partners 2001 - 2003
Skills
Series 7, Investments, Equities, Financial Planning, Asset Management, Portfolio Management, Financial Analysis, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Asset Managment, Bonds, Separately Managed..., Fixed Income, Financial Services, Mutual Funds, Banking, Investment Advisory, Retirement, Series 65, Wealth Management..., Financial Modeling, Uniform Combined State..., Wealth, Estate Planning, High Net Worth..., Fixed Annuities, Risk Management, Financial Planners, Financial Advisory, Trading, 401k Rollovers, IRAs, Small Business, Series 63, Relationship Management, 401k, Securities, ETFs, FINRA, Investment Strategies, Roth IRA, Variable Annuities, Saving for Education, Financial Markets, Series 6
Education
Sonoma State University 1994 — 2000
BS, Kinesiology
Bishop O'Dowd 1986 — 1988
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney 2004 - 2011
Thomas Weisel Partners 2001 - 2003
Skills
Series 7, Investments, Equities, Financial Planning, Asset Management, Portfolio Management, Financial Analysis, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Asset Managment, Bonds, Separately Managed..., Fixed Income, Financial Services, Mutual Funds, Banking, Investment Advisory, Retirement, Series 65, Wealth Management..., Financial Modeling, Uniform Combined State..., Wealth, Estate Planning, High Net Worth..., Fixed Annuities, Risk Management, Financial Planners, Financial Advisory, Trading, 401k Rollovers, IRAs, Small Business, Series 63, Relationship Management, 401k, Securities, ETFs, FINRA, Investment Strategies, Roth IRA, Variable Annuities, Saving for Education, Financial Markets, Series 6
Education
Sonoma State University 1994 — 2000
BS, Kinesiology
Bishop O'Dowd 1986 — 1988
Alistair Toward Alistair Toward's Thomas Weisel Partners Experience January 2008 - February 2009
Job
Industry Financial Services
Experience
PI Financial Corp. May 2010 - September 2014
Hugessen Consulting Inc. April 2009 - April 2010
West Energy Ltd. February 2009 - April 2009
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners May 2005 - January 2008
Clarus Securities September 2004 - March 2005
Research Capital Corporation (Now MackieResearch) August 2002 - September 2004
UTS Energy Corp January 2002 - July 2002
HSBC Securities 1999 - 2002
Gordon Capital Corporation June 1998 - November 2001
Skills
Financial Analysis, Equity Research, Valuation, Energy Industry, Equities, Financial Modeling, Investment Banking, Business Development, Private Equity, Capital Markets, Corporate Finance, Executive Pay, Business Strategy, Investments, Hedge Funds, Due Diligence, Finance
Education
McGill University 1989 — 1992
B.Comm, Finance & Real Estate
PI Financial Corp. May 2010 - September 2014
Hugessen Consulting Inc. April 2009 - April 2010
West Energy Ltd. February 2009 - April 2009
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners May 2005 - January 2008
Clarus Securities September 2004 - March 2005
Research Capital Corporation (Now MackieResearch) August 2002 - September 2004
UTS Energy Corp January 2002 - July 2002
HSBC Securities 1999 - 2002
Gordon Capital Corporation June 1998 - November 2001
Skills
Financial Analysis, Equity Research, Valuation, Energy Industry, Equities, Financial Modeling, Investment Banking, Business Development, Private Equity, Capital Markets, Corporate Finance, Executive Pay, Business Strategy, Investments, Hedge Funds, Due Diligence, Finance
Education
McGill University 1989 — 1992
B.Comm, Finance & Real Estate
Richard A. Kandel's Thomas Weisel Partners Experience August 2012 - July 2015
Job Associate at Greenhill Cogent
Industry Investment Banking
Experience
Greenhill Cogent August 2015 - Present
Thomas Weisel Partners August 2012 - July 2015
Thomas Weisel Partners July 2011 - June 2012
Thomas Weisel Partners January 2010 - July 2011
Houlihan Lokey 2009 - 2010
Skills
Secondaries, Venture Capital, Investment Banking, Private Equity, Market Research, Financial Modeling, Due Diligence, Equity Research, IPO, Mergers & Acquisitions, M&A experience, Asset Management, Equities, CPA, Valuation, Investments, Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance & Accounting
The Park School
Greenhill Cogent August 2015 - Present
Thomas Weisel Partners August 2012 - July 2015
Thomas Weisel Partners July 2011 - June 2012
Thomas Weisel Partners January 2010 - July 2011
Houlihan Lokey 2009 - 2010
Skills
Secondaries, Venture Capital, Investment Banking, Private Equity, Market Research, Financial Modeling, Due Diligence, Equity Research, IPO, Mergers & Acquisitions, M&A experience, Asset Management, Equities, CPA, Valuation, Investments, Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance & Accounting
The Park School
Stephen Lanese Stephen Lanese's Thomas Weisel Partners Experience June 2009 - August 2009
Job Vice President Software/Technology M&A at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2014 - Present
VRA Partners, LLC 2010 - 2014
Thomas Weisel Partners June 2009 - August 2009
Oppenheimer & Co. 2002 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Private Equity, Capital Markets, Mergers, Corporate Finance, Bloomberg, Due Diligence, LBO, Equities, M&A experience
Education
Middlebury College 1998 — 2002
BA
Washington University in St. Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of New South Wales 2000 — 2000
Mary Institute and Saint Louis Country Day School (MICDS) 1990 — 1998
SunTrust Robinson Humphrey 2014 - Present
VRA Partners, LLC 2010 - 2014
Thomas Weisel Partners June 2009 - August 2009
Oppenheimer & Co. 2002 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Private Equity, Capital Markets, Mergers, Corporate Finance, Bloomberg, Due Diligence, LBO, Equities, M&A experience
Education
Middlebury College 1998 — 2002
BA
Washington University in St. Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of New South Wales 2000 — 2000
Mary Institute and Saint Louis Country Day School (MICDS) 1990 — 1998
David Flanagan David Flanagan's Thomas Weisel Partners Experience 2000 - 2007
Job Helping people and business owners build and protect their wealth.
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Thomas Weisel Partners 2000 - 2007
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Life Insurance, Health Insurance, IRAs, Roth IRA, Simple IRA, SEP IRA, Term Life Insurance, Permanent Life Insurance, Life & Health Insurance..., Disability Insurance, Income Protection, Retirement Income..., Long-term Care
Education
Loyola University Maryland 1984 — 1988
Bachelor of Arts (B.A.), Management Information Systems, General
St. Joseph Regional High School 1980 — 1984
AXA Advisors October 2013 - Present
Thomas Weisel Partners 2000 - 2007
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Life Insurance, Health Insurance, IRAs, Roth IRA, Simple IRA, SEP IRA, Term Life Insurance, Permanent Life Insurance, Life & Health Insurance..., Disability Insurance, Income Protection, Retirement Income..., Long-term Care
Education
Loyola University Maryland 1984 — 1988
Bachelor of Arts (B.A.), Management Information Systems, General
St. Joseph Regional High School 1980 — 1984
Amanda Maestri Amanda Maestri's Thomas Weisel Partners Experience April 2007 - April 2010
Job Marketing Manager at InterWest Partners
Industry Venture Capital & Private Equity
Experience
BendPoly April 2015 - Present
InterWest Partners November 2014 - Present
InterWest Partners April 2010 - November 2014
Thomas Weisel Partners April 2007 - April 2010
Gallo Wine Company October 2004 - October 2006
Prestige Concrete March 2004 - October 2004
Genencor International June 2000 - August 2000
Genencor International June 1998 - August 1998
Skills
Start-ups, Venture Capital, Salesforce.com, Entrepreneurship, Social Media, Organization, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Administrative..., Multi-tasked, Drupal, Product Marketing, Business Development, Marketing, Strategic Partnerships, Social Networking, Management, Marketing Strategy, SaaS, Social Media Marketing
Education
Notre Dame de Namur University 2006 — 2008
MBA, Business Administration, Management and Operations
San Diego State University-California State University 1999 — 2004
Bachelor of Science (BS), Marketing
BendPoly April 2015 - Present
InterWest Partners November 2014 - Present
InterWest Partners April 2010 - November 2014
Thomas Weisel Partners April 2007 - April 2010
Gallo Wine Company October 2004 - October 2006
Prestige Concrete March 2004 - October 2004
Genencor International June 2000 - August 2000
Genencor International June 1998 - August 1998
Skills
Start-ups, Venture Capital, Salesforce.com, Entrepreneurship, Social Media, Organization, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Administrative..., Multi-tasked, Drupal, Product Marketing, Business Development, Marketing, Strategic Partnerships, Social Networking, Management, Marketing Strategy, SaaS, Social Media Marketing
Education
Notre Dame de Namur University 2006 — 2008
MBA, Business Administration, Management and Operations
San Diego State University-California State University 1999 — 2004
Bachelor of Science (BS), Marketing
Matthew O'Keefe Matthew O'Keefe's Thomas Weisel Partners Experience January 2008 - February 2009
Job Vice President, Senior Analyst at Dundee Capital Markets
Industry Capital Markets
Experience
Dundee Capital Markets March 2014 - Present
Mackie Research Capital August 2011 - March 2014
Cormark Securities August 2009 - April 2011
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners August 2003 - January 2008
GMP Securities July 2002 - August 2003
Winspear Diamonds 1998 - 1999
Diavik Diamond Mines Inc. 1996 - 1997
Skills
Mining, Equities, Investments, Base Metals, Gold, Equity Research, Mineral Exploration, Geology, Financial Modeling, Equity Valuation, Valuation, Portfolio Management, Capital Markets, Due Diligence, Financial Analysis, Corporate Finance, Diamonds, Investment Banking, Silver, Palladium, Technology Metals, Sales, Platinum, Consulting, Business Development, Bloomberg, Public Speaking, Economic Geology, Metals, Precious Metals, Corporate Development, Coal, IPO, Mergers & Acquisitions
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
Master of Business Administration (MBA)
Queen's University 1993 — 1996
Master of Science (MSc), Geology
University of Toronto 1989 — 1993
Bachelor of Science (BSc) with distinction, Geology
Dundee Capital Markets March 2014 - Present
Mackie Research Capital August 2011 - March 2014
Cormark Securities August 2009 - April 2011
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners August 2003 - January 2008
GMP Securities July 2002 - August 2003
Winspear Diamonds 1998 - 1999
Diavik Diamond Mines Inc. 1996 - 1997
Skills
Mining, Equities, Investments, Base Metals, Gold, Equity Research, Mineral Exploration, Geology, Financial Modeling, Equity Valuation, Valuation, Portfolio Management, Capital Markets, Due Diligence, Financial Analysis, Corporate Finance, Diamonds, Investment Banking, Silver, Palladium, Technology Metals, Sales, Platinum, Consulting, Business Development, Bloomberg, Public Speaking, Economic Geology, Metals, Precious Metals, Corporate Development, Coal, IPO, Mergers & Acquisitions
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
Master of Business Administration (MBA)
Queen's University 1993 — 1996
Master of Science (MSc), Geology
University of Toronto 1989 — 1993
Bachelor of Science (BSc) with distinction, Geology
Steven Vento Steven Vento's Thomas Weisel Partners Experience July 2007 - July 2010
Job Vice President, Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2015 - Present
FBR October 2013 - January 2015
Lazard Capital Markets July 2010 - October 2013
Thomas Weisel Partners July 2007 - July 2010
Prudential Equity Group September 2005 - July 2007
Education
Middlebury College 2001 — 2005
Economics, American History (United States)
Christian Brothers Academy 1997 — 2001
J.P. Morgan January 2015 - Present
FBR October 2013 - January 2015
Lazard Capital Markets July 2010 - October 2013
Thomas Weisel Partners July 2007 - July 2010
Prudential Equity Group September 2005 - July 2007
Education
Middlebury College 2001 — 2005
Economics, American History (United States)
Christian Brothers Academy 1997 — 2001
Andy Mims Andy Mims's Thomas Weisel Partners Experience 2002 - 2004
Job
Industry Investment Management
Experience
Loring, Wolcott & Coolidge - The Sustainability Group 2013 - Present
Gaylord Entertainment 2009 - 2013
ABS Ventures 2004 - 2009
Thomas Weisel Partners 2002 - 2004
BT Wolfensohn / Deutsche Bank 1997 - 2000
Chiang Mai University 1995 - 1996
Education
Tuck School of Business at Dartmouth 2000 — 2002
MBA
Princeton University 1991 — 1995
BA
The Bolles School 1985 — 1991
Loring, Wolcott & Coolidge - The Sustainability Group 2013 - Present
Gaylord Entertainment 2009 - 2013
ABS Ventures 2004 - 2009
Thomas Weisel Partners 2002 - 2004
BT Wolfensohn / Deutsche Bank 1997 - 2000
Chiang Mai University 1995 - 1996
Education
Tuck School of Business at Dartmouth 2000 — 2002
MBA
Princeton University 1991 — 1995
BA
The Bolles School 1985 — 1991
Donald Hutchison's Thomas Weisel Partners Experience March 2000 - March 2002
Job Retail Executive; Private Equity Professional
Industry Retail
Experience
Hutchison Creative Capital October 2012 - Present
Hudson's Bay Company January 2010 - September 2012
NRDC Equity Partners January 2010 - February 2012
Tri-Artisan Partners April 2002 - January 2010
Thomas Weisel Partners March 2000 - March 2002
Credit Suisse 1994 - 2000
Skills
Private Equity, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Business Development, Investments, Financial Modeling, Business Strategy, Financial Analysis, Leadership, Management, Real Estate, Corporate Finance, Competitive Analysis, Due Diligence, Venture Capital, Valuation, Executive Management, Start-ups, Strategy, Business Planning, Finance, Retail, Portfolio Management, Asset Management, P&L Management, Restructuring, Acquisition Integration, Investment Banking, M&A experience, Management Consulting, Strategic Financial..., Strategic Planning, Luxury Lifestyle, Luxury Goods, C-Level Leadership, Specialty Retail, Growth Capital, Consumer Products, Operational Turnaround, Consulting
Education
Kellogg Graduate School of Management 1997 — 1998
Master of Business Administration (MBA), Finance; Strategy; Organizational Behavior
The University of Western Ontario - Richard Ivey School of Business 1990 — 1994
HBA, Business Administration and Management, General
Hutchison Creative Capital October 2012 - Present
Hudson's Bay Company January 2010 - September 2012
NRDC Equity Partners January 2010 - February 2012
Tri-Artisan Partners April 2002 - January 2010
Thomas Weisel Partners March 2000 - March 2002
Credit Suisse 1994 - 2000
Skills
Private Equity, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Business Development, Investments, Financial Modeling, Business Strategy, Financial Analysis, Leadership, Management, Real Estate, Corporate Finance, Competitive Analysis, Due Diligence, Venture Capital, Valuation, Executive Management, Start-ups, Strategy, Business Planning, Finance, Retail, Portfolio Management, Asset Management, P&L Management, Restructuring, Acquisition Integration, Investment Banking, M&A experience, Management Consulting, Strategic Financial..., Strategic Planning, Luxury Lifestyle, Luxury Goods, C-Level Leadership, Specialty Retail, Growth Capital, Consumer Products, Operational Turnaround, Consulting
Education
Kellogg Graduate School of Management 1997 — 1998
Master of Business Administration (MBA), Finance; Strategy; Organizational Behavior
The University of Western Ontario - Richard Ivey School of Business 1990 — 1994
HBA, Business Administration and Management, General
JP Wiedemer JP Wiedemer's Thomas Weisel Partners Experience 2000 - 2002
Job Senior Director, Finance U.S. Business at Moen Incorporated
Industry Consumer Goods
Experience
Moen Incorporated February 2015 - Present
Peet's Coffee & Tea September 2014 - January 2015
Peet's Coffee & Tea March 2013 - September 2014
Peet's Coffee & Tea February 2007 - February 2013
The Home Depot 2005 - 2007
William Blair and Company June 2006 - August 2006
Thomas Weisel Venture Partners 2002 - 2003
Thomas Weisel Partners 2000 - 2002
Greenwich Associates 1997 - 1999
Skills
Retail, Finance, FMCG, Project Planning, Cross-functional Team..., Forecasting, Strategic Planning, P&L Management, Business Strategy, Budgets, Start-ups, Strategic Financial...
Education
Kellogg School of Management 2003 — 2005
MBA
Georgetown University 1993 — 1997
BS, Finance
Moen Incorporated February 2015 - Present
Peet's Coffee & Tea September 2014 - January 2015
Peet's Coffee & Tea March 2013 - September 2014
Peet's Coffee & Tea February 2007 - February 2013
The Home Depot 2005 - 2007
William Blair and Company June 2006 - August 2006
Thomas Weisel Venture Partners 2002 - 2003
Thomas Weisel Partners 2000 - 2002
Greenwich Associates 1997 - 1999
Skills
Retail, Finance, FMCG, Project Planning, Cross-functional Team..., Forecasting, Strategic Planning, P&L Management, Business Strategy, Budgets, Start-ups, Strategic Financial...
Education
Kellogg School of Management 2003 — 2005
MBA
Georgetown University 1993 — 1997
BS, Finance
Abel S. Osorio Abel S. Osorio's Thomas Weisel Partners Experience July 2006 - March 2008
Job President and CoFounder at Montserrat Capital Management, LLC
Industry Financial Services
Experience
Yenni Capital, Inc. August 2015 - Present
Montserrat Capital Management, LLC July 2014 - Present
Battery Ventures July 2012 - June 2014
The Wharton School August 2010 - July 2012
Leadgate Special Situations June 2011 - August 2011
HIG Capital March 2008 - July 2010
Thomas Weisel Partners July 2006 - March 2008
Citigroup June 2005 - September 2005
Skills
Private Equity, Leveraged Finance, Economics, LBO, Mergers, Corporate Finance, Restructuring, Distressed Debt, Value Investing, Buyouts, Emerging Markets, Investments, Mergers & Acquisitions, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Entrepreneurial Management
New York University 2002 — 2006
B.A., Economics, Politics, French
Phillips Exeter Academy 1998 — 2002
High School, Classics
Yenni Capital, Inc. August 2015 - Present
Montserrat Capital Management, LLC July 2014 - Present
Battery Ventures July 2012 - June 2014
The Wharton School August 2010 - July 2012
Leadgate Special Situations June 2011 - August 2011
HIG Capital March 2008 - July 2010
Thomas Weisel Partners July 2006 - March 2008
Citigroup June 2005 - September 2005
Skills
Private Equity, Leveraged Finance, Economics, LBO, Mergers, Corporate Finance, Restructuring, Distressed Debt, Value Investing, Buyouts, Emerging Markets, Investments, Mergers & Acquisitions, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Entrepreneurial Management
New York University 2002 — 2006
B.A., Economics, Politics, French
Phillips Exeter Academy 1998 — 2002
High School, Classics
Andy Sessions Andy Sessions's Thomas Weisel Partners Experience March 1999 - December 2000
Job Managing Director at Intercept Ventures LLC
Industry Venture Capital & Private Equity
Experience
Intercept Ventures LLC January 2011 - Present
Thomas Weisel Venture Partners (TWVP) December 2000 - December 2010
Thomas Weisel Partners March 1999 - December 2000
Montgomery Securities March 1998 - March 1999
Technology Crossover Ventures January 1996 - September 1997
Montgomery Securities July 1991 - December 1995
Skills
Venture Capital, Board Governance, Start-ups, Strategy, Principal Investments
Education
Stanford University
Bachelor of Arts (BA), Japanese Language and Literature
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
Intercept Ventures LLC January 2011 - Present
Thomas Weisel Venture Partners (TWVP) December 2000 - December 2010
Thomas Weisel Partners March 1999 - December 2000
Montgomery Securities March 1998 - March 1999
Technology Crossover Ventures January 1996 - September 1997
Montgomery Securities July 1991 - December 1995
Skills
Venture Capital, Board Governance, Start-ups, Strategy, Principal Investments
Education
Stanford University
Bachelor of Arts (BA), Japanese Language and Literature
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
Debra Somberg Debra Somberg's Thomas Weisel Partners Experience January 1999 - February 2000
Job Managing Partner, Sovern Group
Industry Venture Capital & Private Equity
Experience
Sovern Group April 2014 - Present
Port Blakely Companies June 2015 - Present
BECU March 2013 - Present
KIPP June 2014 - Present
The Alster Group March 2011 - March 2014
Maveron LLC February 2000 - December 2010
Thomas Weisel Partners January 1999 - February 2000
Montgomery Securities August 1992 - January 1999
McKinsey & Company June 1991 - September 1991
Local Initiatives Support Corporation July 1989 - September 1990
Skills
Venture Capital, Finance, Management, Strategy, Marketing, Mergers & Acquisitions, Leadership, Investments, Entrepreneurship, Start-ups, Private Equity, Nonprofits, Strategic Partnerships, New Business Development, Direct Marketing
Education
Harvard Business School 1990 — 1992
MBA
Stanford University 1983 — 1987
A.B., Economics and Political Science
Sovern Group April 2014 - Present
Port Blakely Companies June 2015 - Present
BECU March 2013 - Present
KIPP June 2014 - Present
The Alster Group March 2011 - March 2014
Maveron LLC February 2000 - December 2010
Thomas Weisel Partners January 1999 - February 2000
Montgomery Securities August 1992 - January 1999
McKinsey & Company June 1991 - September 1991
Local Initiatives Support Corporation July 1989 - September 1990
Skills
Venture Capital, Finance, Management, Strategy, Marketing, Mergers & Acquisitions, Leadership, Investments, Entrepreneurship, Start-ups, Private Equity, Nonprofits, Strategic Partnerships, New Business Development, Direct Marketing
Education
Harvard Business School 1990 — 1992
MBA
Stanford University 1983 — 1987
A.B., Economics and Political Science
Jamie Davies's Thomas Weisel Partners Experience June 2000 - June 2003
Job Vice President of Games at Zynga
Industry Internet
Experience
Zynga September 2014 - Present
Zynga January 2013 - August 2014
Zynga October 2010 - December 2012
eBay March 2008 - October 2010
eBay September 2006 - February 2008
eBay June 2003 - August 2006
Thomas Weisel Partners June 2000 - June 2003
Skills
Pricing Strategy, E-commerce, Pricing, Product Marketing, Analytics, Monetization, Social Networking, Leadership, Product Management, Management, Strategic Partnerships, Social Games, Social Game Development, Start-ups, Web Analytics, Strategy
Education
Harvard University 1996 — 2000
Bachelor of Arts (BA) cum laude, Government
Harvard University
Zynga September 2014 - Present
Zynga January 2013 - August 2014
Zynga October 2010 - December 2012
eBay March 2008 - October 2010
eBay September 2006 - February 2008
eBay June 2003 - August 2006
Thomas Weisel Partners June 2000 - June 2003
Skills
Pricing Strategy, E-commerce, Pricing, Product Marketing, Analytics, Monetization, Social Networking, Leadership, Product Management, Management, Strategic Partnerships, Social Games, Social Game Development, Start-ups, Web Analytics, Strategy
Education
Harvard University 1996 — 2000
Bachelor of Arts (BA) cum laude, Government
Harvard University
Jason Pedersen Jason Pedersen's Thomas Weisel Partners Experience December 1998 - July 2006
Job Business Consultant, Investor, and Author
Industry Capital Markets
Experience
Sandpiper Press LLC January 2007 - Present
Thomas Weisel Partners December 1998 - July 2006
Montgomery Securities November 1993 - December 1998
Pillsbury Winthrop Shaw Pittman 1992 - 1993
Skills
Series 63, Series 7, Venture Capital, Start-ups, Private Equity, Due Diligence, Business Development, Investor Relations, Acquisitions, Strategic Partnerships, Financial Analysis, Licensing, Finance, Corporate Governance, Investment Management, Financial Modeling, Valuation, Equity Research, Business Planning, Business Strategy, Investment Strategies, Capital Markets, Securities, Investment Banking, Corporate Finance, Strategic Planning, Corporate Development, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Equity Trading, Trading Systems, Equities, IPO, Emerging Markets, Fixed Income, Entrepreneurship, Options, Mergers & Acquisitions, Portfolio Management, Trading, Management, M&A experience, Asset Management, Divestitures, Strategy
Education
Georgetown University Law Center 1989 — 1992
Juris Doctor (J.D.), cum laude
University of Utah 1985 — 1989
Bachelor's Degree, Political Science, cum laude
Sandpiper Press LLC January 2007 - Present
Thomas Weisel Partners December 1998 - July 2006
Montgomery Securities November 1993 - December 1998
Pillsbury Winthrop Shaw Pittman 1992 - 1993
Skills
Series 63, Series 7, Venture Capital, Start-ups, Private Equity, Due Diligence, Business Development, Investor Relations, Acquisitions, Strategic Partnerships, Financial Analysis, Licensing, Finance, Corporate Governance, Investment Management, Financial Modeling, Valuation, Equity Research, Business Planning, Business Strategy, Investment Strategies, Capital Markets, Securities, Investment Banking, Corporate Finance, Strategic Planning, Corporate Development, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Equity Trading, Trading Systems, Equities, IPO, Emerging Markets, Fixed Income, Entrepreneurship, Options, Mergers & Acquisitions, Portfolio Management, Trading, Management, M&A experience, Asset Management, Divestitures, Strategy
Education
Georgetown University Law Center 1989 — 1992
Juris Doctor (J.D.), cum laude
University of Utah 1985 — 1989
Bachelor's Degree, Political Science, cum laude
Barbara Salazar's Thomas Weisel Partners Experience September 2005 - January 2007
Job Corporate Controller at Novacea, Inc.
Industry Biotechnology
Experience
Amour Vert August 2015 - Present
Publicly Traded Companies and Start-ups September 2009 - July 2015
Novacea, Inc. February 2007 - August 2009
Thomas Weisel Partners September 2005 - January 2007
Therma-Wave October 2004 - September 2005
Louis Dreyfus January 2001 - September 2002
PricewaterhouseCoopers August 1994 - January 2001
Germes Bank January 1989 - August 1994
Skills
SEC reporting, Budgeting, SOX, GL, SEC filings, Sarbanes-Oxley Act, Budget, Internal Controls, Auditing, CPA, Financial Statements, Mergers, Financial Reporting, Accounting, Financial Modeling, Financial Analysis, Due Diligence, Managerial Finance, Forecasting, Strategic Planning, Risk Management, Process Improvement, Analysis, Budgets, Mergers & Acquisitions, US GAAP, Finance, General Ledger, SEC Filings
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Accounting & Finance
Moscow Aviation Institute (National Research University) 1990 — 1995
M.A. with Honors, Economics, Engineering, Mathematics, Computer Science
Amour Vert August 2015 - Present
Publicly Traded Companies and Start-ups September 2009 - July 2015
Novacea, Inc. February 2007 - August 2009
Thomas Weisel Partners September 2005 - January 2007
Therma-Wave October 2004 - September 2005
Louis Dreyfus January 2001 - September 2002
PricewaterhouseCoopers August 1994 - January 2001
Germes Bank January 1989 - August 1994
Skills
SEC reporting, Budgeting, SOX, GL, SEC filings, Sarbanes-Oxley Act, Budget, Internal Controls, Auditing, CPA, Financial Statements, Mergers, Financial Reporting, Accounting, Financial Modeling, Financial Analysis, Due Diligence, Managerial Finance, Forecasting, Strategic Planning, Risk Management, Process Improvement, Analysis, Budgets, Mergers & Acquisitions, US GAAP, Finance, General Ledger, SEC Filings
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Accounting & Finance
Moscow Aviation Institute (National Research University) 1990 — 1995
M.A. with Honors, Economics, Engineering, Mathematics, Computer Science
John Kaelle John Kaelle's Thomas Weisel Partners Experience August 2000 - July 2004
Job Chief Financial Officer
Industry Computer Software
Experience
Marin Software March 2011 - June 2015
Shutterfly, Inc. October 2004 - March 2011
Thomas Weisel Partners August 2000 - July 2004
TriNet Corporate Realty Trust April 1997 - July 1998
Coopers & Lybrand January 1992 - March 1997
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Golden Gate University 1992 — 1995
MST, Taxation
University of Michigan 1987 — 1991
B.A., Economics / Accounting
Marin Software March 2011 - June 2015
Shutterfly, Inc. October 2004 - March 2011
Thomas Weisel Partners August 2000 - July 2004
TriNet Corporate Realty Trust April 1997 - July 1998
Coopers & Lybrand January 1992 - March 1997
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Golden Gate University 1992 — 1995
MST, Taxation
University of Michigan 1987 — 1991
B.A., Economics / Accounting
Aaron Berman Aaron Berman's Thomas Weisel Partners Experience December 2007 - September 2009
Job Relationship Management & Sales
Industry Financial Services
Experience
Bloomberg LP May 2012 - Present
Bloomberg March 2011 - May 2012
Glencore September 2009 - March 2011
Thomas Weisel Partners December 2007 - September 2009
Thomas Weisel Partners September 2006 - December 2007
PricewaterhouseCoopers September 2005 - September 2006
Skills
Analysis, Corporate Finance, Management, Sandwiches, High Fives, Bloomberg, Finance, Financial Analysis, Equity Research, Technology, Walking, Hedge Funds
Education
Fordham University 2001 — 2005
Bachelors of Science, Accounting
Bloomberg LP May 2012 - Present
Bloomberg March 2011 - May 2012
Glencore September 2009 - March 2011
Thomas Weisel Partners December 2007 - September 2009
Thomas Weisel Partners September 2006 - December 2007
PricewaterhouseCoopers September 2005 - September 2006
Skills
Analysis, Corporate Finance, Management, Sandwiches, High Fives, Bloomberg, Finance, Financial Analysis, Equity Research, Technology, Walking, Hedge Funds
Education
Fordham University 2001 — 2005
Bachelors of Science, Accounting
Charles Ng Charles Ng's Thomas Weisel Partners Experience March 2000 - December 2001
Job Sales Manager at OneWire
Industry Financial Services
Experience
FBR September 2008 - February 2013
KBC Financial Products December 2001 - January 2008
Thomas Weisel Partners March 2000 - December 2001
Skills
Bloomberg, Securities, Trading, Equities, Fixed Income, Convertible Bonds, Sales, Relationship Management, Capital Markets, Investment Banking, Bonds, Options, Equity Derivatives, Equity Research, Alternative Investments, Derivatives, Financial Markets, Electronic Trading, Asset Management, Investments
Education
Pace University-New York
Bachelor of Business Administration (B.B.A.), Finance, General
FBR September 2008 - February 2013
KBC Financial Products December 2001 - January 2008
Thomas Weisel Partners March 2000 - December 2001
Skills
Bloomberg, Securities, Trading, Equities, Fixed Income, Convertible Bonds, Sales, Relationship Management, Capital Markets, Investment Banking, Bonds, Options, Equity Derivatives, Equity Research, Alternative Investments, Derivatives, Financial Markets, Electronic Trading, Asset Management, Investments
Education
Pace University-New York
Bachelor of Business Administration (B.B.A.), Finance, General
Louie DiPalma, CFA Louie DiPalma, CFA's Thomas Weisel Partners Experience March 2007 - February 2010
Job SellSide Equity Research Analyst (Technology)
Industry Investment Banking
Experience
William Blair & Company February 2010 - Present
Thomas Weisel Partners March 2007 - February 2010
Braver Wealth Management August 2006 - March 2007
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA with Honors, Finance, Asset Management
Providence College 2002 — 2006
Chemistry, Computer Sciences
William Blair & Company February 2010 - Present
Thomas Weisel Partners March 2007 - February 2010
Braver Wealth Management August 2006 - March 2007
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA with Honors, Finance, Asset Management
Providence College 2002 — 2006
Chemistry, Computer Sciences
Marc Griffin Marc Griffin's Thomas Weisel Partners Experience December 2007 - February 2009
Job Vice President at ICR
Industry Investment Management
Experience
ICR July 2015 - Present
Triangle Capital April 2012 - January 2015
JP Morgan November 2010 - January 2012
Thomas Weisel Partners December 2007 - February 2009
Susquehanna International Group June 2005 - February 2007
Prudential Equity Group April 2002 - June 2005
Skills
Valuation, Due Diligence, Market Analysis, Strategic Planning, Modeling, Capital Markets, Equity Research, Investment Banking, Mergers & Acquisitions, Financial Analysis, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 2003 — 2007
Master of Business Administration (MBA), Finance
Northeastern University 1996 — 2000
BS, Finance
ICR July 2015 - Present
Triangle Capital April 2012 - January 2015
JP Morgan November 2010 - January 2012
Thomas Weisel Partners December 2007 - February 2009
Susquehanna International Group June 2005 - February 2007
Prudential Equity Group April 2002 - June 2005
Skills
Valuation, Due Diligence, Market Analysis, Strategic Planning, Modeling, Capital Markets, Equity Research, Investment Banking, Mergers & Acquisitions, Financial Analysis, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 2003 — 2007
Master of Business Administration (MBA), Finance
Northeastern University 1996 — 2000
BS, Finance
Gregory Ager's Thomas Weisel Partners Experience January 1999 - October 2000
Job Investment Banker Technology/Software
Industry Investment Banking
Experience
Signal Hill Capital August 2010 - Present
Updata Advisors (merged with Signal Hill) December 2005 - July 2010
Wachovia Securities October 2000 - November 2005
Thomas Weisel Partners January 1999 - October 2000
Montgomery Securities/NationsBanc Montgomery August 1996 - January 1999
Smith Barney Inc. July 1994 - July 1996
Morgan Stanley & Co. August 1990 - July 1992
Morgan Grenfell July 1989 - July 1990
Skills
Mergers & Acquisitions, Capital Raises, Enterprise Software, SaaS, Investment Banking, Venture Capital, Banking, Private Equity, Corporate Finance, Finance, Investments, Mergers, Private Placements, Strategy, Valuation, Capital Raising, Growth Capital, Financial Advisory, Series 7, Buyouts, Recapitalizations, IPO, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance & Management Strategy
Yale University 1985 — 1989
BA, Economics & Political Science
Penn Trafford HS 1981 — 1985
Signal Hill Capital August 2010 - Present
Updata Advisors (merged with Signal Hill) December 2005 - July 2010
Wachovia Securities October 2000 - November 2005
Thomas Weisel Partners January 1999 - October 2000
Montgomery Securities/NationsBanc Montgomery August 1996 - January 1999
Smith Barney Inc. July 1994 - July 1996
Morgan Stanley & Co. August 1990 - July 1992
Morgan Grenfell July 1989 - July 1990
Skills
Mergers & Acquisitions, Capital Raises, Enterprise Software, SaaS, Investment Banking, Venture Capital, Banking, Private Equity, Corporate Finance, Finance, Investments, Mergers, Private Placements, Strategy, Valuation, Capital Raising, Growth Capital, Financial Advisory, Series 7, Buyouts, Recapitalizations, IPO, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance & Management Strategy
Yale University 1985 — 1989
BA, Economics & Political Science
Penn Trafford HS 1981 — 1985
Robert O'Hare, CFA Robert O'Hare, CFA's Thomas Weisel Partners Experience July 2004 - July 2006
Job Chief Financial Officer at Spark Networks
Industry Internet
Experience
Spark Networks March 2015 - Present
Square February 2013 - February 2015
Pandora October 2010 - February 2013
Spitfire Capital August 2009 - September 2010
Spectrum Equity Investors August 2006 - August 2009
Thomas Weisel Partners July 2004 - July 2006
Skills
Business Strategy, Valuation, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Venture Capital, Capital Markets, Financial Modeling, Start-ups, M&A experience, Due Diligence, Analytics, Competitive Analysis, Investments, Sarbanes-Oxley Act, US GAAP, Strategic Financial..., Corporate Development, Strategy, Financial Planning
Education
Georgetown University 1999 — 2003
B.S., Business Administration
Spark Networks March 2015 - Present
Square February 2013 - February 2015
Pandora October 2010 - February 2013
Spitfire Capital August 2009 - September 2010
Spectrum Equity Investors August 2006 - August 2009
Thomas Weisel Partners July 2004 - July 2006
Skills
Business Strategy, Valuation, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Venture Capital, Capital Markets, Financial Modeling, Start-ups, M&A experience, Due Diligence, Analytics, Competitive Analysis, Investments, Sarbanes-Oxley Act, US GAAP, Strategic Financial..., Corporate Development, Strategy, Financial Planning
Education
Georgetown University 1999 — 2003
B.S., Business Administration
Christie Wong's Thomas Weisel Partners Experience June 2000 - August 2000
Job Control Buyer at WilliamsSonoma, Inc.
Industry Retail
Experience
Williams-Sonoma, Inc. April 2014 - Present
Williams-Sonoma, Inc. January 2012 - April 2014
Williams-Sonoma, Inc. August 2007 - January 2012
Williams-Sonoma, Inc March 2006 - August 2007
Macy's June 2001 - May 2006
Williams-Sonoma, Inc. December 2005 - April 2006
Thomas Weisel Partners June 2000 - August 2000
Skills
Payroll, Kronos, ADP Payroll, Customer Service, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Time Management
Education
San Francisco State University 2001 — 2005
Bachelor of Arts, Psychology
Williams-Sonoma, Inc. April 2014 - Present
Williams-Sonoma, Inc. January 2012 - April 2014
Williams-Sonoma, Inc. August 2007 - January 2012
Williams-Sonoma, Inc March 2006 - August 2007
Macy's June 2001 - May 2006
Williams-Sonoma, Inc. December 2005 - April 2006
Thomas Weisel Partners June 2000 - August 2000
Skills
Payroll, Kronos, ADP Payroll, Customer Service, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Time Management
Education
San Francisco State University 2001 — 2005
Bachelor of Arts, Psychology
Dave Crowder Dave Crowder's Thomas Weisel Partners Experience February 1999 - July 2000
Job
Industry Venture Capital & Private Equity
Experience
VSL Partners May 2014 - Present
GSV Asset Management June 2011 - April 2014
SharesPost January 2012 - August 2012
Thomas Weisel Venture Partners July 2000 - December 2010
Thomas Weisel Partners February 1999 - July 2000
Montgomery Securities July 1994 - February 1999
Goldman Sachs July 1989 - June 1991
Skills
Venture Capital, Corporate Development, Private Equity, Start-ups, Mergers, Entrepreneurship, Private Placements, Angel Investing, Investment Banking, Venture Financing, Due Diligence, Deal Sourcing, Growth Capital, Valuation, Investments, Strategic Partnerships, Alternative Investments, Asset Management, Investment Management, Mergers, Business Development, Business Strategy
Education
Harvard Business School 1991 — 1993
MBA
University of Utah 1983 — 1989
BA, Finance
VSL Partners May 2014 - Present
GSV Asset Management June 2011 - April 2014
SharesPost January 2012 - August 2012
Thomas Weisel Venture Partners July 2000 - December 2010
Thomas Weisel Partners February 1999 - July 2000
Montgomery Securities July 1994 - February 1999
Goldman Sachs July 1989 - June 1991
Skills
Venture Capital, Corporate Development, Private Equity, Start-ups, Mergers, Entrepreneurship, Private Placements, Angel Investing, Investment Banking, Venture Financing, Due Diligence, Deal Sourcing, Growth Capital, Valuation, Investments, Strategic Partnerships, Alternative Investments, Asset Management, Investment Management, Mergers, Business Development, Business Strategy
Education
Harvard Business School 1991 — 1993
MBA
University of Utah 1983 — 1989
BA, Finance
Jason Shafer Jason Shafer's Thomas Weisel Partners Experience June 2000 - July 2003
Job
Industry Venture Capital & Private Equity
Experience
Trumpet Behavioral Health September 2014 - Present
Polaris Hospital Company October 2011 - Present
HCP & Company March 2007 - Present
Chicago Growth Parnters September 2004 - June 2006
William Blair Capital Partners July 2003 - September 2004
Thomas Weisel Partners June 2000 - July 2003
Skills
Private Equity, Investments, LBO, Venture Capital, Corporate Development, Mergers & Acquisitions, Buyouts, Investment Banking, Due Diligence, Valuation, Leveraged Finance, Private Placements, Growth Capital, Mergers, Capital, Recapitalizations, Financial Modeling, Funding
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Vanderbilt University
BA, Economic, Business Administration & Communications
Trumpet Behavioral Health September 2014 - Present
Polaris Hospital Company October 2011 - Present
HCP & Company March 2007 - Present
Chicago Growth Parnters September 2004 - June 2006
William Blair Capital Partners July 2003 - September 2004
Thomas Weisel Partners June 2000 - July 2003
Skills
Private Equity, Investments, LBO, Venture Capital, Corporate Development, Mergers & Acquisitions, Buyouts, Investment Banking, Due Diligence, Valuation, Leveraged Finance, Private Placements, Growth Capital, Mergers, Capital, Recapitalizations, Financial Modeling, Funding
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Vanderbilt University
BA, Economic, Business Administration & Communications
Gaurav Kapoor Gaurav Kapoor's Thomas Weisel Partners Experience January 2003 - December 2007
Job Global Technology Investments
Industry Investment Management
Experience
Investment Management 2015 - Present
CI Investments Inc. 2012 - 2014
Citadel LLC 2011 - 2012
Fidelity Investments 2008 - 2011
Thomas Weisel Partners January 2003 - December 2007
Skills
Equity Research, Equities, Equity Valuation, Hedge Funds, Portfolio Management, Competitive Analysis, Valuation, Industry Analysis, Asset Management, Investments, Alternative Investments, Bloomberg, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Mutual Funds, Fundamental Analysis, Business Strategy, Strategy, Financial Analysis, Financial Strategy, Financial Statements
Education
Harvard Business School
General Management, Finance
Indian Institute of Technology
Bachelor of Technology, Engineering
The Hong Kong University of Science and Technology
Investment Management 2015 - Present
CI Investments Inc. 2012 - 2014
Citadel LLC 2011 - 2012
Fidelity Investments 2008 - 2011
Thomas Weisel Partners January 2003 - December 2007
Skills
Equity Research, Equities, Equity Valuation, Hedge Funds, Portfolio Management, Competitive Analysis, Valuation, Industry Analysis, Asset Management, Investments, Alternative Investments, Bloomberg, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Mutual Funds, Fundamental Analysis, Business Strategy, Strategy, Financial Analysis, Financial Strategy, Financial Statements
Education
Harvard Business School
General Management, Finance
Indian Institute of Technology
Bachelor of Technology, Engineering
The Hong Kong University of Science and Technology
Marty J. Flynn's Thomas Weisel Partners Experience November 2009 - May 2010
Job Institutional Equity Sales
Industry Financial Services
Experience
UBS Investment Bank June 2011 - April 2014
D.A. Davidson & Co. August 2010 - June 2011
Thomas Weisel Partners November 2009 - May 2010
Jefferies LLC April 2006 - December 2007
UBS Investment Bank June 2002 - March 2006
ABN AMRO Bank N.V. May 2000 - May 2002
Invesco US July 1998 - May 2000
University of TX @ Austin MBA investment Fund January 1997 - May 1997
Deutsche Bank July 1994 - August 1996
Nomura Research Institute November 1992 - July 1994
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Fordham University 1987 — 1991
Bachelor's Degree, Finance, General
UBS Investment Bank June 2011 - April 2014
D.A. Davidson & Co. August 2010 - June 2011
Thomas Weisel Partners November 2009 - May 2010
Jefferies LLC April 2006 - December 2007
UBS Investment Bank June 2002 - March 2006
ABN AMRO Bank N.V. May 2000 - May 2002
Invesco US July 1998 - May 2000
University of TX @ Austin MBA investment Fund January 1997 - May 1997
Deutsche Bank July 1994 - August 1996
Nomura Research Institute November 1992 - July 1994
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Fordham University 1987 — 1991
Bachelor's Degree, Finance, General
Aaron Travis's Thomas Weisel Partners Experience January 2000 - February 2002
Job VP Business Development at Madison Reed
Industry Consumer Goods
Experience
Madison Reed July 2015 - Present
Deal Labs August 2014 - Present
Deal Labs August 2013 - August 2014
CircleUp August 2012 - August 2013
Peter Imlay Associates 2008 - March 2010
ThinkEquity Partners February 2005 - 2008
Wells Fargo February 2002 - February 2005
Thomas Weisel Partners January 2000 - February 2002
Hambrecht & Quist 1995 - 2000
Skills
Equities, Trading, Institutional, Series 7, Series 63, Series 24, Capital Markets, Bloomberg Terminal, Investment Banking, Crowdfunding, Alternative Investments, Derivatives, Asset Managment, Equity Trading, FINRA, Hedge Funds, Private Equity, Investments, Securities, Trading Systems, Valuation, Venture Capital, Private Placements
Education
Georgetown University
BS, Finance
Cherry Creek High School
BS, Finance
Madison Reed July 2015 - Present
Deal Labs August 2014 - Present
Deal Labs August 2013 - August 2014
CircleUp August 2012 - August 2013
Peter Imlay Associates 2008 - March 2010
ThinkEquity Partners February 2005 - 2008
Wells Fargo February 2002 - February 2005
Thomas Weisel Partners January 2000 - February 2002
Hambrecht & Quist 1995 - 2000
Skills
Equities, Trading, Institutional, Series 7, Series 63, Series 24, Capital Markets, Bloomberg Terminal, Investment Banking, Crowdfunding, Alternative Investments, Derivatives, Asset Managment, Equity Trading, FINRA, Hedge Funds, Private Equity, Investments, Securities, Trading Systems, Valuation, Venture Capital, Private Placements
Education
Georgetown University
BS, Finance
Cherry Creek High School
BS, Finance
Sloan Beverburg, LEED AP Sloan Beverburg, LEED AP's Thomas Weisel Partners Experience 1999 - 2003
Job Interior Designer
Industry Design
Experience
Freelance 2009 - Present
Nest Decor 2012 - 2014
The Cotocon Group 2010 - 2011
Framework Films, LLC 2010 - 2011
Leopard Films 2007 - 2009
Thomas Britt, Inc. 2006 - 2007
Thomas Weisel Partners 1999 - 2003
Skills
Interior Design, Space planning, Space-planning, LEED AP, Concept Development, Design Management, Design Research, Project Management, Sustainability, Sustainable Design, Residential Design, Interior Architecture, Furniture, Residential Homes, Green Building, Construction, SketchUp
Education
Parsons School of Design 2004 — 2005
Associate's Degree, Interior Design
Texas Christian University 1992 — 1996
Bachelor's Degree, B.S. Speech Communication / Minor: Art History
Freelance 2009 - Present
Nest Decor 2012 - 2014
The Cotocon Group 2010 - 2011
Framework Films, LLC 2010 - 2011
Leopard Films 2007 - 2009
Thomas Britt, Inc. 2006 - 2007
Thomas Weisel Partners 1999 - 2003
Skills
Interior Design, Space planning, Space-planning, LEED AP, Concept Development, Design Management, Design Research, Project Management, Sustainability, Sustainable Design, Residential Design, Interior Architecture, Furniture, Residential Homes, Green Building, Construction, SketchUp
Education
Parsons School of Design 2004 — 2005
Associate's Degree, Interior Design
Texas Christian University 1992 — 1996
Bachelor's Degree, B.S. Speech Communication / Minor: Art History
Tim Pollard, CAIA Tim Pollard, CAIA's Thomas Weisel Partners Experience August 2007 - January 2010
Job Data Editor at Pensions & Investments newspaper
Industry Financial Services
Experience
Pensions & Investments newspaper January 2011 - Present
Thomas Weisel Partners August 2007 - January 2010
KPMG LLP January 2005 - August 2007
OneBeacon Insurance October 2003 - January 2005
Cap Gemini Ernst & Young 2001 - 2001
Skills
Bloomberg, Alternative Investments, Pension Funds, Institutional..., Real Estate, Private Equity, Hedge Funds, Defined Contribution, Defined Benefit, Endowment Funds, eVestment, Financial Communications, Money Management, Asset Management, Due Diligence, Asset Allocation, Marketing, Morningstar
Education
Quinlan School of Business, Loyola University Chicago 2009 — 2010
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
B.S. Business Administration
Pensions & Investments newspaper January 2011 - Present
Thomas Weisel Partners August 2007 - January 2010
KPMG LLP January 2005 - August 2007
OneBeacon Insurance October 2003 - January 2005
Cap Gemini Ernst & Young 2001 - 2001
Skills
Bloomberg, Alternative Investments, Pension Funds, Institutional..., Real Estate, Private Equity, Hedge Funds, Defined Contribution, Defined Benefit, Endowment Funds, eVestment, Financial Communications, Money Management, Asset Management, Due Diligence, Asset Allocation, Marketing, Morningstar
Education
Quinlan School of Business, Loyola University Chicago 2009 — 2010
MBA, Finance
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
B.S. Business Administration
Desiree Paisner Desiree Paisner's Thomas Weisel Partners Experience October 2007 - March 2008
Job Sales Operations Analyst at Toyko Electron
Industry Semiconductors
Experience
Toyko Electron January 2014 - Present
Financial Services March 2011 - 2013
BlackRock April 2008 - March 2010
Thomas Weisel Partners October 2007 - March 2008
Thomas Weisel Partners November 2006 - October 2007
Paragon Restaurant June 2006 - November 2006
Kingfish Restaurant December 2004 - June 2006
Skills
Editing, Management, Administrative..., Asset Managment, Investments, System Administration, Outlook, Equities, Calendaring, Asset Management, Microsoft Excel, Bloomberg, Financial Services
Education
San Francisco State University 2000 — 2004
Bachelor's, Multimedia Visual Design Communications, Fine Arts
Toyko Electron January 2014 - Present
Financial Services March 2011 - 2013
BlackRock April 2008 - March 2010
Thomas Weisel Partners October 2007 - March 2008
Thomas Weisel Partners November 2006 - October 2007
Paragon Restaurant June 2006 - November 2006
Kingfish Restaurant December 2004 - June 2006
Skills
Editing, Management, Administrative..., Asset Managment, Investments, System Administration, Outlook, Equities, Calendaring, Asset Management, Microsoft Excel, Bloomberg, Financial Services
Education
San Francisco State University 2000 — 2004
Bachelor's, Multimedia Visual Design Communications, Fine Arts
Kevin Fiore Kevin Fiore's Thomas Weisel Partners Experience April 2008 - September 2010
Job AVP, Network & Telecom, Monitoring and Tools at Federal Home Loan Bank of San Francisco
Industry Information Technology and Services
Experience
Federal Home Loan Bank of San Francisco March 2015 - Present
Federal Home Loan Bank of San Francisco January 2015 - Present
Pacific Gas and Electric Company April 2014 - January 2015
Bank of the West July 2013 - March 2014
Kaiser Permanente October 2011 - June 2013
VRF Tech October 2010 - June 2013
Wells Fargo April 2011 - October 2011
Thomas Weisel Partners April 2008 - September 2010
Thomas Weisel Partners February 2005 - April 2008
Thomas Weisel Partners October 2000 - February 2005
Skills
Vendor Management, Integration, Security, Executive Management, Data Center, Disaster Recovery, Virtualization, IT Strategy, Business Analysis, IT Governance, IT Operations, Cross-functional Team..., IT Management, CISSP, Program Management, PMO, Strategic Planning, Change Management, Team Management, Team Leadership, Storage Area Networks, Project Management, Server Architecture, Budget Process, Data Analysis, Team Building, Information Architecture, Servers, Enterprise Architecture, Active Directory, Process Improvement, Management, Strategy, Business Continuity, Project Planning, Operating Systems, Leadership, ITIL, IT Service Management, Contract Negotiation, Information Technology, Cloud Computing, Network Security, Service Delivery, Governance, Telecommunications, Networking, Infrastructure, VMware, Enterprise Software
Education
Stevens Institute of Technology 2013 — 2015
Master of Business Administration (MBA), Technology Management, 3.9
Stevens Institute of Technology 2008 — 2010
MS, Information Systems, 3.83
Stevens Institute of Technology 1991 — 1994
BE, Computer Engineering
New York University 1989 — 1994
BS, Mathematics
Federal Home Loan Bank of San Francisco March 2015 - Present
Federal Home Loan Bank of San Francisco January 2015 - Present
Pacific Gas and Electric Company April 2014 - January 2015
Bank of the West July 2013 - March 2014
Kaiser Permanente October 2011 - June 2013
VRF Tech October 2010 - June 2013
Wells Fargo April 2011 - October 2011
Thomas Weisel Partners April 2008 - September 2010
Thomas Weisel Partners February 2005 - April 2008
Thomas Weisel Partners October 2000 - February 2005
Skills
Vendor Management, Integration, Security, Executive Management, Data Center, Disaster Recovery, Virtualization, IT Strategy, Business Analysis, IT Governance, IT Operations, Cross-functional Team..., IT Management, CISSP, Program Management, PMO, Strategic Planning, Change Management, Team Management, Team Leadership, Storage Area Networks, Project Management, Server Architecture, Budget Process, Data Analysis, Team Building, Information Architecture, Servers, Enterprise Architecture, Active Directory, Process Improvement, Management, Strategy, Business Continuity, Project Planning, Operating Systems, Leadership, ITIL, IT Service Management, Contract Negotiation, Information Technology, Cloud Computing, Network Security, Service Delivery, Governance, Telecommunications, Networking, Infrastructure, VMware, Enterprise Software
Education
Stevens Institute of Technology 2013 — 2015
Master of Business Administration (MBA), Technology Management, 3.9
Stevens Institute of Technology 2008 — 2010
MS, Information Systems, 3.83
Stevens Institute of Technology 1991 — 1994
BE, Computer Engineering
New York University 1989 — 1994
BS, Mathematics
Ray Concepcion Ray Concepcion's Thomas Weisel Partners Experience February 2000 - May 2006
Job Accounting at IndexUniverse, LLC
Industry Financial Services
Experience
IndexUniverse, LLC - ETF.com September 2012 - Present
Berkeley's Northside Travel July 2010 - December 2012
Berkeley's Northside Travel February 2010 - June 2010
Mountain Travel Sobek May 2010 - May 2010
Paul Capital Partners December 2006 - October 2008
Thomas Weisel Partners February 2000 - May 2006
California Closets June 1994 - February 1999
UNICON International November 1993 - June 1994
Triton Container September 1991 - September 1993
Education
Berkeley City College 2009 — 2010
Certificate Candidate, Travel and Tourism
San Jose State University
Bachelor of Science degree, Business Administration, Accounting concentration
IndexUniverse, LLC - ETF.com September 2012 - Present
Berkeley's Northside Travel July 2010 - December 2012
Berkeley's Northside Travel February 2010 - June 2010
Mountain Travel Sobek May 2010 - May 2010
Paul Capital Partners December 2006 - October 2008
Thomas Weisel Partners February 2000 - May 2006
California Closets June 1994 - February 1999
UNICON International November 1993 - June 1994
Triton Container September 1991 - September 1993
Education
Berkeley City College 2009 — 2010
Certificate Candidate, Travel and Tourism
San Jose State University
Bachelor of Science degree, Business Administration, Accounting concentration
Derek Lemke-von Ammon Derek Lemke-von Ammon's Thomas Weisel Partners Experience 1998 - 2004
Job Managing Director at EIG Global Energy Partners
Industry Investment Management
Experience
EIG Global Energy Partners December 2011 - Present
Acusphere,Inc. 2002 - 2013
FTV Capital August 2004 - January 2009
Thomas Weisel Partners 1998 - 2004
Montgomery Securities 1989 - 1998
Dain Bosworth Incorporated 1985 - 1989
Bogle & Gates 1983 - 1985
Skills
Business Development, Recruiting, Business Services, Sourcing, Private Equity, Asset Managment, Fundraising, Financial Services, Retail, Venture Capital, Investments, Asset Management, Investment Banking, Corporate Finance, Equities, Mergers & Acquisitions, Alternative Investments, Valuation, Due Diligence, Strategy, Management, Start-ups, IPO, Financial Modeling
Education
Stanford University Graduate School of Business 2004 — 2004
SEP
Northwestern University School of Law 1980 — 1983
JD, Corporate Law
Pomona College 1977 — 1979
BA, Government
Guilford high school
EIG Global Energy Partners December 2011 - Present
Acusphere,Inc. 2002 - 2013
FTV Capital August 2004 - January 2009
Thomas Weisel Partners 1998 - 2004
Montgomery Securities 1989 - 1998
Dain Bosworth Incorporated 1985 - 1989
Bogle & Gates 1983 - 1985
Skills
Business Development, Recruiting, Business Services, Sourcing, Private Equity, Asset Managment, Fundraising, Financial Services, Retail, Venture Capital, Investments, Asset Management, Investment Banking, Corporate Finance, Equities, Mergers & Acquisitions, Alternative Investments, Valuation, Due Diligence, Strategy, Management, Start-ups, IPO, Financial Modeling
Education
Stanford University Graduate School of Business 2004 — 2004
SEP
Northwestern University School of Law 1980 — 1983
JD, Corporate Law
Pomona College 1977 — 1979
BA, Government
Guilford high school
Nick Etten Nick Etten's Thomas Weisel Partners Experience 1998 - 2000
Job Principal @ Assero Group Holdings
Industry Venture Capital & Private Equity
Experience
Veterans Cannabis Project June 2015 - Present
Assero Group Holdings 2006 - Present
Interactive Metronome 2013 - 2015
FreightWatch International 2010 - 2012
Triple Canopy, Inc. 2004 - 2006
Trident Capital 2001 - 2004
Thomas Weisel Partners 1998 - 2000
US Navy 1989 - 1995
Skills
Strategy, Leadership, Mergers & Acquisitions, Management, Business Development, Strategic Planning, Corporate Development, Private Equity, Program Management, Start-ups
Education
Northwestern University - Kellogg School of Management
MBA, Finance
United States Naval Academy
BS, Political Science and Engineering
Veterans Cannabis Project June 2015 - Present
Assero Group Holdings 2006 - Present
Interactive Metronome 2013 - 2015
FreightWatch International 2010 - 2012
Triple Canopy, Inc. 2004 - 2006
Trident Capital 2001 - 2004
Thomas Weisel Partners 1998 - 2000
US Navy 1989 - 1995
Skills
Strategy, Leadership, Mergers & Acquisitions, Management, Business Development, Strategic Planning, Corporate Development, Private Equity, Program Management, Start-ups
Education
Northwestern University - Kellogg School of Management
MBA, Finance
United States Naval Academy
BS, Political Science and Engineering
Thomas Weisel Thomas Weisel's Thomas Weisel Partners Experience 1999 - 2010
Job CoChairman at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. 2010 - Present
Thomas Weisel Partners 1999 - 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Stanford University
Economics
Stifel Financial Corp. 2010 - Present
Thomas Weisel Partners 1999 - 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Stanford University
Economics
Mark S. Molnar Mark S. Molnar's Thomas Weisel Partners Experience 2007 - 2009
Job Chief Financial Officer at Corporate United
Industry Venture Capital & Private Equity
Experience
Corporate United March 2014 - Present
Samuel Patrick Equity Partners January 2013 - Present
Knowledge College Inc. October 2006 - December 2012
Thomas Weisel Partners 2007 - 2009
Prudential Financial 2000 - 2007
Midwest Research 1999 - 2000
OPERS 1995 - 1999
Education
John Carroll University 1988 — 1992
BSBA, Finance/Economics
University of Dayton 1995 — 1998
MBA, Finance
Corporate United March 2014 - Present
Samuel Patrick Equity Partners January 2013 - Present
Knowledge College Inc. October 2006 - December 2012
Thomas Weisel Partners 2007 - 2009
Prudential Financial 2000 - 2007
Midwest Research 1999 - 2000
OPERS 1995 - 1999
Education
John Carroll University 1988 — 1992
BSBA, Finance/Economics
University of Dayton 1995 — 1998
MBA, Finance
Greg Sommer's Thomas Weisel Partners Experience February 2006 - May 2008
Job Division Controller/Finance Manager West Coast
Industry Wholesale
Experience
Rexel, Inc February 2012 - Present
Zed 2011 - 2012
Melbourne IT 2009 - 2011
Thomas Weisel Partners February 2006 - May 2008
Silicon Image 2008 - 2008
Sage Software (formerly ACCPAC) 2000 - 2006
Lockheed Martin 1997 - 2000
Skills
Financial Analysis, Accounting, Forecasting, Financial Reporting, Financial Modeling, Mergers, Sarbanes-Oxley Act, Corporate Finance, Budgets, Business Strategy, Finance, Process Improvement, Strategic Planning, Start-ups, Revenue Recognition, Auditing, Strategic Financial..., Analysis, Cash Flow Forecasting, Financial Audits, Cash Flow, General Ledger, Cross-functional Team..., SAP, Account Reconciliation, Consolidation, Accounts Receivable, GAAP, Business Planning, Accounts Payable, Variance Analysis, Management, Leadership
Education
St. Mary's College of California 2004 — 2005
MBA, Business Administration
San Jose State University 1992 — 1995
BS, Business w/ Concentration in Finance
Rexel, Inc February 2012 - Present
Zed 2011 - 2012
Melbourne IT 2009 - 2011
Thomas Weisel Partners February 2006 - May 2008
Silicon Image 2008 - 2008
Sage Software (formerly ACCPAC) 2000 - 2006
Lockheed Martin 1997 - 2000
Skills
Financial Analysis, Accounting, Forecasting, Financial Reporting, Financial Modeling, Mergers, Sarbanes-Oxley Act, Corporate Finance, Budgets, Business Strategy, Finance, Process Improvement, Strategic Planning, Start-ups, Revenue Recognition, Auditing, Strategic Financial..., Analysis, Cash Flow Forecasting, Financial Audits, Cash Flow, General Ledger, Cross-functional Team..., SAP, Account Reconciliation, Consolidation, Accounts Receivable, GAAP, Business Planning, Accounts Payable, Variance Analysis, Management, Leadership
Education
St. Mary's College of California 2004 — 2005
MBA, Business Administration
San Jose State University 1992 — 1995
BS, Business w/ Concentration in Finance
Robert Drust Robert Drust's Thomas Weisel Partners Experience February 2004 - January 2008
Job Institutional Equity Trader B Riley & Co
Industry Investment Management
Experience
B. Riley & Co. July 2013 - Present
Crowell, Weedon & Co. January 2008 - June 2013
Thomas Weisel Partners February 2004 - January 2008
Wellington Management April 1999 - October 2002
prudential 1995 - 1997
Skills
Equity Trading, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Bloomberg, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Trading, Investment Strategies, Securities, Series 7
Education
Pepperdine University 1997 — 1999
MBA, Finance
Rider University
Bachelor of Science (BS), Finance, General
pennsbury
pennsbury
B. Riley & Co. July 2013 - Present
Crowell, Weedon & Co. January 2008 - June 2013
Thomas Weisel Partners February 2004 - January 2008
Wellington Management April 1999 - October 2002
prudential 1995 - 1997
Skills
Equity Trading, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Bloomberg, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Trading, Investment Strategies, Securities, Series 7
Education
Pepperdine University 1997 — 1999
MBA, Finance
Rider University
Bachelor of Science (BS), Finance, General
pennsbury
pennsbury
Tim Greene Tim Greene's Thomas Weisel Partners Experience 2000 - 2001
Job Operational leader with financial services and entrepreneurial background
Industry Legal Services
Experience
Legal Services Management 2007 - Present
New York City Department of Finance 2003 - 2007
New York City Economic Development Corporation 2002 - 2003
Thomas Weisel Partners 2000 - 2001
UBS 1999 - 2000
Deutsche Bank June 1998 - August 1998
Deloitte 1996 - 1997
PwC 1993 - 1996
Skills
Start-ups, Entrepreneurship, Small Business, Investments, Venture Capital, Mergers & Acquisitions, Networking, Strategy, Due Diligence, Business Strategy, Strategic Partnerships, Joint Ventures, Licensing, Strategic Planning, New Business Development, Management Consulting, Online Advertising, Marketing Strategy, Private Equity, Intellectual Property, Business Development, E-commerce, Business Planning, Mergers, Contract Negotiation, Corporate Law, Social Networking, Corporate Governance, Negotiation, Social Media, Project Management, Business Process..., Process Improvement, Change Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Northwestern University
Bachelor of Arts (B.A.)
Legal Services Management 2007 - Present
New York City Department of Finance 2003 - 2007
New York City Economic Development Corporation 2002 - 2003
Thomas Weisel Partners 2000 - 2001
UBS 1999 - 2000
Deutsche Bank June 1998 - August 1998
Deloitte 1996 - 1997
PwC 1993 - 1996
Skills
Start-ups, Entrepreneurship, Small Business, Investments, Venture Capital, Mergers & Acquisitions, Networking, Strategy, Due Diligence, Business Strategy, Strategic Partnerships, Joint Ventures, Licensing, Strategic Planning, New Business Development, Management Consulting, Online Advertising, Marketing Strategy, Private Equity, Intellectual Property, Business Development, E-commerce, Business Planning, Mergers, Contract Negotiation, Corporate Law, Social Networking, Corporate Governance, Negotiation, Social Media, Project Management, Business Process..., Process Improvement, Change Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Northwestern University
Bachelor of Arts (B.A.)
Amanda Boal Amanda Boal's Thomas Weisel Partners Experience March 2000 - February 2001
Job Corporate Account Executive, ITAD
Industry Environmental Services
Experience
Dynamic Recycling May 2015 - Present
Sims Recycling Solutions July 2014 - March 2015
the Art Association January 2008 - June 2014
Abel Recruiting March 2006 - July 2008
Baker & McKenzie May 2005 - November 2005
Pfizer Inc. July 2001 - May 2005
Thomas Weisel Partners March 2000 - February 2001
Asset Solutions September 1999 - December 1999
Avantel S.A May 1996 - May 1997
Skills
Talent Acquisition, Recruiting, Pharmaceutical Industry, Leadership, Training, Strategy, Marketing, Temporary Placement, Technical Recruiting, Sales, Customer Service, Cross-functional Team..., Onboarding, Strategic Planning, Management, Team Leadership, Forecasting, Account Management, Business Development, Competitive Analysis, Applicant Tracking..., Budgets, Project Management, Team Building, Human Resources, CRM, Interviews
Education
Penn State University 1990 — 1994
Bachelor of Arts (BA), Spanish
Alliant International University-Mexico City Campus 1998 — 1999
Master of Business Administration (MBA), International Financial Markets, 3.9
Dynamic Recycling May 2015 - Present
Sims Recycling Solutions July 2014 - March 2015
the Art Association January 2008 - June 2014
Abel Recruiting March 2006 - July 2008
Baker & McKenzie May 2005 - November 2005
Pfizer Inc. July 2001 - May 2005
Thomas Weisel Partners March 2000 - February 2001
Asset Solutions September 1999 - December 1999
Avantel S.A May 1996 - May 1997
Skills
Talent Acquisition, Recruiting, Pharmaceutical Industry, Leadership, Training, Strategy, Marketing, Temporary Placement, Technical Recruiting, Sales, Customer Service, Cross-functional Team..., Onboarding, Strategic Planning, Management, Team Leadership, Forecasting, Account Management, Business Development, Competitive Analysis, Applicant Tracking..., Budgets, Project Management, Team Building, Human Resources, CRM, Interviews
Education
Penn State University 1990 — 1994
Bachelor of Arts (BA), Spanish
Alliant International University-Mexico City Campus 1998 — 1999
Master of Business Administration (MBA), International Financial Markets, 3.9
Mickey Palone Mickey Palone's Thomas Weisel Partners Experience 2007 - 2009
Job Director, Managed Care Development at Seniorlink
Industry Hospital & Health Care
Experience
Seniorlink January 2014 - Present
Seniorlink May 2012 - January 2014
Seniorlink 2011 - May 2012
BDO Capital 2010 - 2011
Thomas Weisel Partners 2007 - 2009
First Albany Capital 2006 - 2007
Bank of America 2005 - 2006
Skills
New Business Development, Financial Analysis, Financial Modeling, Client Communications, Mergers, Strategic Planning, Business Strategy, Corporate Partnership..., Business Development, Valuation, Market Research, Corporate Finance, Corporate Development, Investment Banking, PowerPoint, Excel, Microsoft Office, Research, Microsoft Excel, Start-ups, Venture Capital, Investments, Strategy, Mergers & Acquisitions, Management, Leadership, Due Diligence, Healthcare, Program Management
Education
Georgetown University 2001 — 2005
BSBA, Finance and International Business
Nobles 1995 — 2001
Seniorlink January 2014 - Present
Seniorlink May 2012 - January 2014
Seniorlink 2011 - May 2012
BDO Capital 2010 - 2011
Thomas Weisel Partners 2007 - 2009
First Albany Capital 2006 - 2007
Bank of America 2005 - 2006
Skills
New Business Development, Financial Analysis, Financial Modeling, Client Communications, Mergers, Strategic Planning, Business Strategy, Corporate Partnership..., Business Development, Valuation, Market Research, Corporate Finance, Corporate Development, Investment Banking, PowerPoint, Excel, Microsoft Office, Research, Microsoft Excel, Start-ups, Venture Capital, Investments, Strategy, Mergers & Acquisitions, Management, Leadership, Due Diligence, Healthcare, Program Management
Education
Georgetown University 2001 — 2005
BSBA, Finance and International Business
Nobles 1995 — 2001
Christina Decker Christina Decker's Thomas Weisel Partners Experience February 2005 - October 2006
Job Consultant at Accenture Interactive
Industry Online Media
Experience
Accenture January 2011 - Present
Razorfish June 2009 - June 2010
Google October 2008 - June 2009
Google April 2007 - April 2008
Thomas Weisel Partners February 2005 - October 2006
Skills
Online Advertising, Digital Marketing, Management, Digital Strategy, Online Marketing, SEM, Mobile Marketing, Analytics, E-commerce, Google Analytics, Email Marketing, Campaign Management, Product Management, Business Development, Marketing, Marketing Strategy, Digital Media
Education
Reed College
BA, Economics
Accenture January 2011 - Present
Razorfish June 2009 - June 2010
Google October 2008 - June 2009
Google April 2007 - April 2008
Thomas Weisel Partners February 2005 - October 2006
Skills
Online Advertising, Digital Marketing, Management, Digital Strategy, Online Marketing, SEM, Mobile Marketing, Analytics, E-commerce, Google Analytics, Email Marketing, Campaign Management, Product Management, Business Development, Marketing, Marketing Strategy, Digital Media
Education
Reed College
BA, Economics
Joe Cianciolo Joe Cianciolo's Thomas Weisel Partners Experience June 2008 - November 2009
Job Head of Business Development @ FutureAdvisor
Industry Financial Services
Experience
FutureAdvisor June 2013 - Present
OmniTrail Technologies May 2010 - Present
Interset (formerly FileTrek) March 2012 - June 2013
SecondMarket, Inc. January 2010 - March 2012
Thomas Weisel Partners June 2008 - November 2009
Allen & Co. May 2007 - August 2007
Skills
Strategic Partnerships, New Business Development, Venture Capital, Corporate Finance, Mergers, Private Equity, Enterprise Software, Intellectual Property, Product Marketing, Strategy, Alternative Investments, Cloud Computing, Mergers & Acquisitions, Financial Services, Product Management, Securities, SaaS
Education
Penn State University
Master of Business Administration (M.B.A.), Corporate Finance & Portfolio Management
Penn State University
B.S., Economics
United States Air Force Academy
B.S., Economics
FutureAdvisor June 2013 - Present
OmniTrail Technologies May 2010 - Present
Interset (formerly FileTrek) March 2012 - June 2013
SecondMarket, Inc. January 2010 - March 2012
Thomas Weisel Partners June 2008 - November 2009
Allen & Co. May 2007 - August 2007
Skills
Strategic Partnerships, New Business Development, Venture Capital, Corporate Finance, Mergers, Private Equity, Enterprise Software, Intellectual Property, Product Marketing, Strategy, Alternative Investments, Cloud Computing, Mergers & Acquisitions, Financial Services, Product Management, Securities, SaaS
Education
Penn State University
Master of Business Administration (M.B.A.), Corporate Finance & Portfolio Management
Penn State University
B.S., Economics
United States Air Force Academy
B.S., Economics
ken carpenter's Thomas Weisel Partners Experience 1999 - 2010
Job Professional
Industry Real Estate
Experience
Team Specialized 1997 - 2012
Thomas Weisel Partners 1999 - 2010
Bank of America June 1996 - March 1999
Subaru Montgomery 1986 - 1995
Education
San Francisco State University
Team Specialized 1997 - 2012
Thomas Weisel Partners 1999 - 2010
Bank of America June 1996 - March 1999
Subaru Montgomery 1986 - 1995
Education
San Francisco State University
Scott Couser's Thomas Weisel Partners Experience May 2000 - June 2006
Job IS Supervisor at Winston & Strawn LLP
Industry Information Technology and Services
Experience
Gunderson Dettmer June 2012 - March 2014
Walmart.com - Bayside Solutions May 2012 - June 2012
Sephora- Bayside Solutions December 2011 - February 2012
EmSense Corporation October 2010 - November 2011
Portola Pharmaceuticals June 2010 - September 2010
Jump Associates June 2008 - March 2010
Electronic Arts May 2008 - June 2008
Langtech Consulting October 2006 - January 2008
Thomas Weisel Partners May 2000 - June 2006
Skills
Active Directory, Windows Server 2008, Microsoft Office, Sonicwall, Customer Service, VPN, Windows 7, iPhone, Cisco Call Manager, FileSite, Workshare, MOC, Help Desk Support, Windows Server, Troubleshooting, Printers, Antivirus, Laptops, Technical Support, Windows Vista, Blackberry, DHCP, XP, Windows XP
Education
Heald College 1998 — 1999
Associates Degree, Computer Science and Electronics, 3.29
Gunderson Dettmer June 2012 - March 2014
Walmart.com - Bayside Solutions May 2012 - June 2012
Sephora- Bayside Solutions December 2011 - February 2012
EmSense Corporation October 2010 - November 2011
Portola Pharmaceuticals June 2010 - September 2010
Jump Associates June 2008 - March 2010
Electronic Arts May 2008 - June 2008
Langtech Consulting October 2006 - January 2008
Thomas Weisel Partners May 2000 - June 2006
Skills
Active Directory, Windows Server 2008, Microsoft Office, Sonicwall, Customer Service, VPN, Windows 7, iPhone, Cisco Call Manager, FileSite, Workshare, MOC, Help Desk Support, Windows Server, Troubleshooting, Printers, Antivirus, Laptops, Technical Support, Windows Vista, Blackberry, DHCP, XP, Windows XP
Education
Heald College 1998 — 1999
Associates Degree, Computer Science and Electronics, 3.29
Daniella Reichstetter's Thomas Weisel Partners Experience 2001 - 2003
Job Healthy and sustainable companies, communities, and food systems
Industry Health, Wellness and Fitness
Experience
Belcampo Group 2015 - Present
San Francisco Wholesale Produce Market 2013 - Present
Daniella Reichstetter Consulting 2013 - Present
Gyrobike 2007 - 2012
Jetboil, Inc. 2006 - 2006
Method Products 2003 - 2005
Thomas Weisel Partners 2001 - 2003
Skills
Strategic Planning, Market Research, Cross-functional Team..., Start-ups, Competitive Analysis, Marketing Strategy, Marketing, Strategy, Entrepreneurship, Social Media, Consumer Products, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Georgetown University 1998 — 2001
BS, Spanish; Minors in Business and French
Belcampo Group 2015 - Present
San Francisco Wholesale Produce Market 2013 - Present
Daniella Reichstetter Consulting 2013 - Present
Gyrobike 2007 - 2012
Jetboil, Inc. 2006 - 2006
Method Products 2003 - 2005
Thomas Weisel Partners 2001 - 2003
Skills
Strategic Planning, Market Research, Cross-functional Team..., Start-ups, Competitive Analysis, Marketing Strategy, Marketing, Strategy, Entrepreneurship, Social Media, Consumer Products, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Georgetown University 1998 — 2001
BS, Spanish; Minors in Business and French
Scott Vincent Scott Vincent's Thomas Weisel Partners Experience August 2007 - June 2010
Job Managing Partner at Green River Asset Management
Industry Financial Services
Experience
Green River Asset Management 2008 - Present
Thomas Weisel Partners August 2007 - June 2010
CIBC World Markets April 2002 - August 2007
Deutsche Bank Alex Brown 1998 - 2002
Skills
Equities, Hedge Funds, Equity Research, Investments, Investment Management, Portfolio Management, Equity Valuation, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Valuation, Private Equity, Capital Markets, Securities, Series 7, Alternative Investments, Fixed Income, Equity Trading, Private Placements, Fund Of Funds, Series 63, Investor Relations
Education
Georgetown University 1993 — 1995
MBA, Finance
Green River Asset Management 2008 - Present
Thomas Weisel Partners August 2007 - June 2010
CIBC World Markets April 2002 - August 2007
Deutsche Bank Alex Brown 1998 - 2002
Skills
Equities, Hedge Funds, Equity Research, Investments, Investment Management, Portfolio Management, Equity Valuation, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Valuation, Private Equity, Capital Markets, Securities, Series 7, Alternative Investments, Fixed Income, Equity Trading, Private Placements, Fund Of Funds, Series 63, Investor Relations
Education
Georgetown University 1993 — 1995
MBA, Finance
Andrea Bueno Andrea Bueno's Thomas Weisel Partners Experience 2005 - 2010
Job Sales Assistant at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus 2010 - Present
Thomas Weisel Partners 2005 - 2010
UBS 1999 - 2005
Skills
Asset Management, Series 63, Investment Banking, Investments, Electronic Trading, Trading, Portfolio Management, FINRA, Fixed Income, Hedge Funds, Series 7, Capital Markets, Securities, Alternative Investments, Equities, Equity Trading, Financial Modeling, Bloomberg, Options
Education
San Jose State University 1996 — 2000
Stifel Nicolaus 2010 - Present
Thomas Weisel Partners 2005 - 2010
UBS 1999 - 2005
Skills
Asset Management, Series 63, Investment Banking, Investments, Electronic Trading, Trading, Portfolio Management, FINRA, Fixed Income, Hedge Funds, Series 7, Capital Markets, Securities, Alternative Investments, Equities, Equity Trading, Financial Modeling, Bloomberg, Options
Education
San Jose State University 1996 — 2000
Scott Greenstone, CFA Scott Greenstone, CFA's Thomas Weisel Partners Experience 1999 - 2002
Job Director of Open Innovation at Danaher/Molecular Devices
Industry Biotechnology
Experience
Danaher Corporation/Molecular Devices October 2014 - Present
Prime Genomics October 2012 - Present
CoreTech Foundation January 2015 - Present
Alight Planning April 2013 - October 2014
StratFin Associates June 2010 - April 2013
Varian, Inc. April 2008 - June 2010
Symyx Technologies 2006 - 2008
Xenogen February 2005 - October 2006
Charles Schwab & Co., Inc. 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Skills
Strategy, Start-ups, Mergers & Acquisitions, Financial Modeling, Business Development, Forecasting, Business Strategy, Product Management, Corporate Finance, Management, Strategic Planning, Leadership, Finance, Analysis, Business Intelligence
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
MBA, Finance, Accounting
Lehigh University 1984 — 1988
B.S., Finance, Computer Science
Danaher Corporation/Molecular Devices October 2014 - Present
Prime Genomics October 2012 - Present
CoreTech Foundation January 2015 - Present
Alight Planning April 2013 - October 2014
StratFin Associates June 2010 - April 2013
Varian, Inc. April 2008 - June 2010
Symyx Technologies 2006 - 2008
Xenogen February 2005 - October 2006
Charles Schwab & Co., Inc. 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Skills
Strategy, Start-ups, Mergers & Acquisitions, Financial Modeling, Business Development, Forecasting, Business Strategy, Product Management, Corporate Finance, Management, Strategic Planning, Leadership, Finance, Analysis, Business Intelligence
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
MBA, Finance, Accounting
Lehigh University 1984 — 1988
B.S., Finance, Computer Science
Peter Meyerdirk's Thomas Weisel Partners Experience 2004 - 2005
Job Principal at Altamont Capital Partners
Industry Venture Capital & Private Equity
Experience
Altamont Capital Partners April 2014 - Present
Morgan Stanley June 2011 - March 2014
Duckhorn Wine Company January 2009 - September 2009
GI Partners July 2006 - December 2008
Morgan Stanley 2006 - 2007
Thomas Weisel Partners 2004 - 2005
Dreyer's Grand Ice Cream 2001 - 2004
Education
Harvard University
Altamont Capital Partners April 2014 - Present
Morgan Stanley June 2011 - March 2014
Duckhorn Wine Company January 2009 - September 2009
GI Partners July 2006 - December 2008
Morgan Stanley 2006 - 2007
Thomas Weisel Partners 2004 - 2005
Dreyer's Grand Ice Cream 2001 - 2004
Education
Harvard University
Janakan (Jay) Sivachelvan's Thomas Weisel Partners Experience July 2007 - July 2010
Job Director, Sales Strategy & Partnerships at GoodData
Industry Computer Software
Experience
GoodData July 2014 - February 2015
MIT Sloan School of Management August 2012 - June 2014
H.I.G. Capital August 2010 - July 2012
Thomas Weisel Partners July 2007 - July 2010
Education
MIT Sloan School of Management
Master of Business Administration (MBA)
The University of Texas at Austin
BBA in Finance, BA in Economics
Wirtschaftsuniversität Wien
Finance, Economics, German, International Studies
GoodData July 2014 - February 2015
MIT Sloan School of Management August 2012 - June 2014
H.I.G. Capital August 2010 - July 2012
Thomas Weisel Partners July 2007 - July 2010
Education
MIT Sloan School of Management
Master of Business Administration (MBA)
The University of Texas at Austin
BBA in Finance, BA in Economics
Wirtschaftsuniversität Wien
Finance, Economics, German, International Studies
Alex Gorski Alex Gorski's Thomas Weisel Partners Experience 2010 - 2011
Job Consultant at Symyco, Inc.
Industry Management Consulting
Experience
Symyco, Inc. May 2013 - Present
VMware May 2012 - August 2012
Peabody Energy November 2011 - March 2012
Thomas Weisel Partners 2010 - 2011
JME Asset Management January 2008 - 2010
Thomas Weisel International Pvt. Ltd. 2006 - 2008
Thomas Weisel Partners May 2005 - April 2006
Skills
Equity Research, Portfolio Management, Trading, Valuation, Bloomberg, Financial Modeling, Microsoft Excel, Quantitative Analytics, Financial Analysis, Corporate Finance, Equities, Alternative Investments, Investment Management, Commodity Markets, Equity Derivatives, Long/Short Equity, Counterparty Risk, Goldman Sachs REDIPlus, Hedge Funds, Asset Management, Excel models, Business Development, International NGOs, Non-profit Leadership, Nonprofits, Financial Markets, Financial Statements, Private Equity, Investment Banking, Capital Markets, Emerging Markets, Corporate Development, Due Diligence
Education
Washington University in St. Louis 2011 — 2013
Master of Business Administration (M.B.A.), Finance (platform and practicum in Capital Markets)
Indiana University Bloomington 2001 — 2005
Bachelor of Arts (B.A.), Economics and Political Science
Symyco, Inc. May 2013 - Present
VMware May 2012 - August 2012
Peabody Energy November 2011 - March 2012
Thomas Weisel Partners 2010 - 2011
JME Asset Management January 2008 - 2010
Thomas Weisel International Pvt. Ltd. 2006 - 2008
Thomas Weisel Partners May 2005 - April 2006
Skills
Equity Research, Portfolio Management, Trading, Valuation, Bloomberg, Financial Modeling, Microsoft Excel, Quantitative Analytics, Financial Analysis, Corporate Finance, Equities, Alternative Investments, Investment Management, Commodity Markets, Equity Derivatives, Long/Short Equity, Counterparty Risk, Goldman Sachs REDIPlus, Hedge Funds, Asset Management, Excel models, Business Development, International NGOs, Non-profit Leadership, Nonprofits, Financial Markets, Financial Statements, Private Equity, Investment Banking, Capital Markets, Emerging Markets, Corporate Development, Due Diligence
Education
Washington University in St. Louis 2011 — 2013
Master of Business Administration (M.B.A.), Finance (platform and practicum in Capital Markets)
Indiana University Bloomington 2001 — 2005
Bachelor of Arts (B.A.), Economics and Political Science
Kate Parberry Kate Parberry's Thomas Weisel Partners Experience 2000 - 2001
Job Digital Creative Director at ASquared Media
Industry Internet
Experience
A-Squared Media October 2012 - Present
Site Insight Design 2006 - October 2012
Realty Marketing Solutions February 2001 - April 2006
Thomas Weisel Partners 2000 - 2001
Skills
Social Media Marketing, Web Design, Strategic Partnerships, Start-ups, Entrepreneurship, Web Development, Marketing Strategy, Online Marketing, CSS, Digital Media, New Business Development, HTML, Advertising, New Media, Strategic Planning
Education
Smith College 1996 — 2000
BA, Economics, History
Garfield-Palouse
A-Squared Media October 2012 - Present
Site Insight Design 2006 - October 2012
Realty Marketing Solutions February 2001 - April 2006
Thomas Weisel Partners 2000 - 2001
Skills
Social Media Marketing, Web Design, Strategic Partnerships, Start-ups, Entrepreneurship, Web Development, Marketing Strategy, Online Marketing, CSS, Digital Media, New Business Development, HTML, Advertising, New Media, Strategic Planning
Education
Smith College 1996 — 2000
BA, Economics, History
Garfield-Palouse
Vik Grover, CFA's Thomas Weisel Partners Experience January 2005 - January 2006
Job eBusiness Specialist at IX Advisors
Industry Financial Services
Experience
IX Advisors July 2015 - Present
Source Capital Group, Inc. November 2006 - July 2015
MCF Corp. January 2006 - November 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Co. September 2003 - January 2005
Kaufman Bros., L.P. January 1998 - September 2003
Sterne Agee September 1995 - January 1998
Skills
Telecommunications, Digital Media, FTTx, Collocation, Managed Services, Hosting, Data Center, VoIP, Investment Banking, Private Equity, Venture Capital, Mergers, IPO, Valuation, Financial Modeling, Due Diligence, Corporate Development, Corporate Finance, Capital Markets, Financial Analysis, Restructuring, Equities, Business Strategy, Competitive Analysis, M&A experience, Private Placements, Strategic Planning, Debt, Joint Ventures, Negotiation, Funding, Mergers & Acquisitions, Start-ups, Emerging Markets, Finance, Asset Management, Investments, Structured Finance, Hedge Funds, Portfolio Management, Securities, Project Finance, LBO, Executive Management, Investor Relations, Capital, Capital Raising, Leveraged Finance, Investment Strategies, Financial Advisory
Education
Georgia Institute of Technology 1993 — 1995
M.S., Management
University of California, San Diego 1987 — 1992
B.A., Marketing
IX Advisors July 2015 - Present
Source Capital Group, Inc. November 2006 - July 2015
MCF Corp. January 2006 - November 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Co. September 2003 - January 2005
Kaufman Bros., L.P. January 1998 - September 2003
Sterne Agee September 1995 - January 1998
Skills
Telecommunications, Digital Media, FTTx, Collocation, Managed Services, Hosting, Data Center, VoIP, Investment Banking, Private Equity, Venture Capital, Mergers, IPO, Valuation, Financial Modeling, Due Diligence, Corporate Development, Corporate Finance, Capital Markets, Financial Analysis, Restructuring, Equities, Business Strategy, Competitive Analysis, M&A experience, Private Placements, Strategic Planning, Debt, Joint Ventures, Negotiation, Funding, Mergers & Acquisitions, Start-ups, Emerging Markets, Finance, Asset Management, Investments, Structured Finance, Hedge Funds, Portfolio Management, Securities, Project Finance, LBO, Executive Management, Investor Relations, Capital, Capital Raising, Leveraged Finance, Investment Strategies, Financial Advisory
Education
Georgia Institute of Technology 1993 — 1995
M.S., Management
University of California, San Diego 1987 — 1992
B.A., Marketing
Jason Mills Jason Mills's Thomas Weisel Partners Experience March 2001 - March 2003
Job Managing Director at Canaccord Genuity
Industry Capital Markets
Experience
Canaccord Genuity Inc. March 2007 - Present
First Albany Capital April 2003 - February 2007
Broadpoint Capital (First Albany Capital) 2003 - 2007
Broadpoint Securities Group 2003 - 2007
Thomas Weisel Partners March 2001 - March 2003
BMO Capital Markets September 2000 - March 2001
Preferred Capital Markets 1999 - 2000
Skills
Medical Devices, Financial Modeling, Financial Analysis, Equities, Research, Hedge Funds, Equity Research, Due Diligence, Valuation, Securities, Management, Investments, Venture Capital, Start-ups, Private Equity, Corporate Development, Investment Banking
Education
Yale University 1991 — 1995
BA, Economics
Ohio University 1995 — 1996
MA, Sports Administration
Canaccord Genuity Inc. March 2007 - Present
First Albany Capital April 2003 - February 2007
Broadpoint Capital (First Albany Capital) 2003 - 2007
Broadpoint Securities Group 2003 - 2007
Thomas Weisel Partners March 2001 - March 2003
BMO Capital Markets September 2000 - March 2001
Preferred Capital Markets 1999 - 2000
Skills
Medical Devices, Financial Modeling, Financial Analysis, Equities, Research, Hedge Funds, Equity Research, Due Diligence, Valuation, Securities, Management, Investments, Venture Capital, Start-ups, Private Equity, Corporate Development, Investment Banking
Education
Yale University 1991 — 1995
BA, Economics
Ohio University 1995 — 1996
MA, Sports Administration
Eric Bentley's Thomas Weisel Partners Experience 2000 - 2004
Job
Industry Investment Banking
Experience
Finisar 2011 - Present
LRG Capital/BayStar Capital March 2007 - March 2011
Cowen & Co. April 2004 - March 2007
Thomas Weisel Partners 2000 - 2004
New Focus 2000 - 2003
Merrill Lynch & Co 1997 - 2000
Arthur Andersen LLP 1990 - 1995
Arthur Andersen 1990 - 1995
Skills
Venture Capital, Strategic Partnerships, Due Diligence, Corporate Development, Mergers & Acquisitions, Management, Portfolio Management, Mergers, M&A experience, Business Development, Start-ups, Financial Analysis, Contract Negotiation, Investments, Product Management, Enterprise Software, Telecommunications, Financial Modeling, Strategy, Business Strategy, Private Equity, Investment Banking, Acquisition Integration, Competitive Analysis, Executive Management, Entrepreneurship, Corporate Finance, Valuation
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Harvard University 1986 — 1990
AB
Finisar 2011 - Present
LRG Capital/BayStar Capital March 2007 - March 2011
Cowen & Co. April 2004 - March 2007
Thomas Weisel Partners 2000 - 2004
New Focus 2000 - 2003
Merrill Lynch & Co 1997 - 2000
Arthur Andersen LLP 1990 - 1995
Arthur Andersen 1990 - 1995
Skills
Venture Capital, Strategic Partnerships, Due Diligence, Corporate Development, Mergers & Acquisitions, Management, Portfolio Management, Mergers, M&A experience, Business Development, Start-ups, Financial Analysis, Contract Negotiation, Investments, Product Management, Enterprise Software, Telecommunications, Financial Modeling, Strategy, Business Strategy, Private Equity, Investment Banking, Acquisition Integration, Competitive Analysis, Executive Management, Entrepreneurship, Corporate Finance, Valuation
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Harvard University 1986 — 1990
AB
Katherine Dowling's Thomas Weisel Partners Experience January 1999 - March 2001
Job Managing Director and Chief Operating Officer
Industry Financial Services
Experience
Luminate Capital Partners March 2015 - Present
Thoma Bravo February 2014 - March 2015
United States Attorney's Office July 2003 - February 2014
Esprit de Corps July 2001 - July 2003
Thomas Weisel Partners January 1999 - March 2001
Nationsbanc Montgomery Securities July 1998 - January 1999
Skadden Arps (M&A/NY) & Wilson Sonsini (Palo Alto) June 1997 - August 1997
Credit Suisse First Boston July 1993 - July 1995
Education
Harvard Law School 1995 — 1998
JD, Law
University of Virginia 1989 — 1993
Bachelor's Degree, Echols Scholar-- Economics/History
Luminate Capital Partners March 2015 - Present
Thoma Bravo February 2014 - March 2015
United States Attorney's Office July 2003 - February 2014
Esprit de Corps July 2001 - July 2003
Thomas Weisel Partners January 1999 - March 2001
Nationsbanc Montgomery Securities July 1998 - January 1999
Skadden Arps (M&A/NY) & Wilson Sonsini (Palo Alto) June 1997 - August 1997
Credit Suisse First Boston July 1993 - July 1995
Education
Harvard Law School 1995 — 1998
JD, Law
University of Virginia 1989 — 1993
Bachelor's Degree, Echols Scholar-- Economics/History
Fred Winograd's Thomas Weisel Partners Experience January 2001 - December 2006
Job Banking Process Reengineering Consultant
Industry Banking
Experience
Union Bank of California 2007 - Present
UBOC December 2006 - Present
Thomas Weisel Partners January 2001 - December 2006
Capstan 1999 - 2001
Capstan Systems 1999 - 2001
Montgomery Securities 1996 - 2001
Banc of America Securities 1996 - 2000
Merrill Lynch 1989 - April 1996
The Chase Manhattan Bank 1973 - 1986
Skills
Electronic Trading, Management Consulting, Capital Markets, Payment Systems, Trading Systems, Financial Markets, Asset Managment, Back Office, Equities, Hedge Funds, Risk Management, Investment Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Enterprise Architecture, Management, SDLC, Strategy, Vendor Management, Asset Management, Derivatives, Securities, Business Analysis
Education
Lamar University
BSIE, Industrial Engineering
Union Bank of California 2007 - Present
UBOC December 2006 - Present
Thomas Weisel Partners January 2001 - December 2006
Capstan 1999 - 2001
Capstan Systems 1999 - 2001
Montgomery Securities 1996 - 2001
Banc of America Securities 1996 - 2000
Merrill Lynch 1989 - April 1996
The Chase Manhattan Bank 1973 - 1986
Skills
Electronic Trading, Management Consulting, Capital Markets, Payment Systems, Trading Systems, Financial Markets, Asset Managment, Back Office, Equities, Hedge Funds, Risk Management, Investment Banking, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Enterprise Architecture, Management, SDLC, Strategy, Vendor Management, Asset Management, Derivatives, Securities, Business Analysis
Education
Lamar University
BSIE, Industrial Engineering
Nancy Lin's Thomas Weisel Partners Experience November 2006 - February 2007
Job Program Director, Impact Capital, The Miller Center for Social Entrepreneurship
Industry Investment Management
Experience
Santa Clara University January 2015 - Present
Shih Chien University February 2013 - February 2014
Fuh Hwa Securities Investment Trust March 2009 - February 2012
Morgan Stanley March 2007 - February 2009
Thomas Weisel Partners November 2006 - February 2007
BearingPoint (formerly KPMG) Consulting October 2004 - November 2006
Deutsche Bank June 2004 - October 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Business Process..., Due Diligence, Corporate Finance, Investment Banking, Corporate Development, Portfolio Management, Financial Forecasting, Equity Research, Equities, Investments, Self-starter, Coaching, Communication, Business Planning
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Master of Business Administration (MBA)
INSEAD (SG) 2009 — 2010
Master of Business Administration (MBA)
University of California, Berkeley 2001 — 2004
Bachelor of Science (BS)
Santa Clara University January 2015 - Present
Shih Chien University February 2013 - February 2014
Fuh Hwa Securities Investment Trust March 2009 - February 2012
Morgan Stanley March 2007 - February 2009
Thomas Weisel Partners November 2006 - February 2007
BearingPoint (formerly KPMG) Consulting October 2004 - November 2006
Deutsche Bank June 2004 - October 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Business Process..., Due Diligence, Corporate Finance, Investment Banking, Corporate Development, Portfolio Management, Financial Forecasting, Equity Research, Equities, Investments, Self-starter, Coaching, Communication, Business Planning
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Master of Business Administration (MBA)
INSEAD (SG) 2009 — 2010
Master of Business Administration (MBA)
University of California, Berkeley 2001 — 2004
Bachelor of Science (BS)
Robb Roehl's Thomas Weisel Partners Experience 2006 - 2011
Job
Industry Information Technology and Services
Experience
Bank of the West 2014 - Present
Bank of the West 2012 - 2014
JustAnswer 2011 - 2012
Thomas Weisel Partners 2006 - 2011
Pacific Exchange 2002 - 2006
mWIRED 2001 - 2002
Senterprise 2000 - 2001
Montgomery Securities 1996 - 2000
Education
McGill University
BSc., Physics
Bank of the West 2014 - Present
Bank of the West 2012 - 2014
JustAnswer 2011 - 2012
Thomas Weisel Partners 2006 - 2011
Pacific Exchange 2002 - 2006
mWIRED 2001 - 2002
Senterprise 2000 - 2001
Montgomery Securities 1996 - 2000
Education
McGill University
BSc., Physics
Erica Karp's Thomas Weisel Partners Experience 2000 - 2002
Job Director of Sales
Industry Luxury Goods & Jewelry
Experience
Shinola June 2014 - Present
Briggs 2012 - 2014
Valentino 2011 - 2014
Cole Haan 2008 - 2010
Accessory Network Group 2002 - 2008
Thomas Weisel Partners 2000 - 2002
Skills
Planning, Financial Analysis, Account Management, Forecasting, Negotiation, Business Planning, Analysis, New Business Development, Sales Management, Territory, Cold Calling, Customer Service, Key Account Management, Product Development, Selling, Fashion, Sales Operations, Sales, Retail, Merchandising, Business Development, Management, Pricing, Project Planning
Education
University of Michigan 1996 — 2000
BBA, Business
Kendall College
AAS - Culinary Arts 2010-2011
Andover
Shinola June 2014 - Present
Briggs 2012 - 2014
Valentino 2011 - 2014
Cole Haan 2008 - 2010
Accessory Network Group 2002 - 2008
Thomas Weisel Partners 2000 - 2002
Skills
Planning, Financial Analysis, Account Management, Forecasting, Negotiation, Business Planning, Analysis, New Business Development, Sales Management, Territory, Cold Calling, Customer Service, Key Account Management, Product Development, Selling, Fashion, Sales Operations, Sales, Retail, Merchandising, Business Development, Management, Pricing, Project Planning
Education
University of Michigan 1996 — 2000
BBA, Business
Kendall College
AAS - Culinary Arts 2010-2011
Andover
James Son's Thomas Weisel Partners Experience April 2004 - July 2006
Job Director at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable October 2011 - Present
American Express June 2010 - August 2010
WPP Group September 2006 - July 2009
Thomas Weisel Partners April 2004 - July 2006
Citigroup Global Markets, Inc. July 2002 - April 2004
Skills
Mergers, Corporate Development, Corporate Finance, Entrepreneurship, Digital Media, Mergers & Acquisitions, Finance, Investments, Online Advertising, Fixed Income
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Entrepreneurial Management
Georgetown University 1998 — 2002
B.S., Finance and Technology Management
Time Warner Cable October 2011 - Present
American Express June 2010 - August 2010
WPP Group September 2006 - July 2009
Thomas Weisel Partners April 2004 - July 2006
Citigroup Global Markets, Inc. July 2002 - April 2004
Skills
Mergers, Corporate Development, Corporate Finance, Entrepreneurship, Digital Media, Mergers & Acquisitions, Finance, Investments, Online Advertising, Fixed Income
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Entrepreneurial Management
Georgetown University 1998 — 2002
B.S., Finance and Technology Management
Richard Wood's Thomas Weisel Partners Experience August 2006 - February 2009
Job Managing Partner at First Hill Partners
Industry Investment Banking
Experience
First Hill Partners, LLC March 2009 - Present
TechStars July 2013 - Present
Northwest Entrepreneur Network 2011 - 2014
Tango Card, Inc. August 2011 - August 2012
Thomas Weisel Partners August 2006 - February 2009
Cascadia Capital December 2002 - July 2006
Piper Jaffray July 1999 - April 2002
Cobalt Group December 1996 - July 1999
Skills
Private Placements, Private Equity, Venture Capital, Investment Banking, Growth Capital, Debt, Start-ups, Mergers & Acquisitions, Corporate Finance, Investments, Corporate Development, Valuation, M&A experience, LBO, Financial Modeling, Venture Financing, IPO, Executive Management, Business Valuation, Entrepreneurship, Due Diligence
Education
Seattle University 1995 — 1999
BABA, Finance and Accounting
First Hill Partners, LLC March 2009 - Present
TechStars July 2013 - Present
Northwest Entrepreneur Network 2011 - 2014
Tango Card, Inc. August 2011 - August 2012
Thomas Weisel Partners August 2006 - February 2009
Cascadia Capital December 2002 - July 2006
Piper Jaffray July 1999 - April 2002
Cobalt Group December 1996 - July 1999
Skills
Private Placements, Private Equity, Venture Capital, Investment Banking, Growth Capital, Debt, Start-ups, Mergers & Acquisitions, Corporate Finance, Investments, Corporate Development, Valuation, M&A experience, LBO, Financial Modeling, Venture Financing, IPO, Executive Management, Business Valuation, Entrepreneurship, Due Diligence
Education
Seattle University 1995 — 1999
BABA, Finance and Accounting
Akhil Gupta's Thomas Weisel Partners Experience July 2009 - August 2010
Job
Industry Internet
Experience
Barclays Investment Bank February 2013 - July 2015
Barclays Investment Bank September 2010 - February 2013
Thomas Weisel Partners July 2009 - August 2010
Thomas Weisel Partners July 2006 - June 2009
Peacock Electromechanical Trading July 2004 - September 2004
IBM / Hitachi GST August 2003 - July 2004
Skills
Investment Banking, Corporate Finance, Financial Modeling, Valuation, Corporate Strategy..., Corporate Development, Due Diligence, Equities, IPO, M&A experience, Bloomberg, Venture Capital, Capital Markets, Fixed Income, Debt, Emerging Markets, Whiteboarding, Entrepreneurship, Securities
Education
Stanford University 2004 — 2006
MS, Electrical Engineering
Georgia Institute of Technology 2001 — 2003
BS, Electrical Engineering
New Jersey Institute of Technology 1999 — 2001
BS, Computer Engineering (Honors)
Barclays Investment Bank February 2013 - July 2015
Barclays Investment Bank September 2010 - February 2013
Thomas Weisel Partners July 2009 - August 2010
Thomas Weisel Partners July 2006 - June 2009
Peacock Electromechanical Trading July 2004 - September 2004
IBM / Hitachi GST August 2003 - July 2004
Skills
Investment Banking, Corporate Finance, Financial Modeling, Valuation, Corporate Strategy..., Corporate Development, Due Diligence, Equities, IPO, M&A experience, Bloomberg, Venture Capital, Capital Markets, Fixed Income, Debt, Emerging Markets, Whiteboarding, Entrepreneurship, Securities
Education
Stanford University 2004 — 2006
MS, Electrical Engineering
Georgia Institute of Technology 2001 — 2003
BS, Electrical Engineering
New Jersey Institute of Technology 1999 — 2001
BS, Computer Engineering (Honors)
Evan Wang's Thomas Weisel Partners Experience August 2007 - July 2010
Job
Industry Investment Banking
Experience
Stifel July 2010 - Present
Thomas Weisel Partners August 2007 - July 2010
Piper Jaffray April 2006 - August 2007
Fulcrum Research 2006 - 2006
iPhenom Corporation June 1999 - June 2002
IC Media Corporation February 1998 - June 1999
NeoParadigm Labs 1997 - 1998
Sony Corporation 1995 - 1997
Silicon Graphics 1994 - 1995
8x8, Inc. 1992 - 1994
Skills
Semiconductors, Equity Research, Financial Modeling, Valuation, Marketing, Equities, Research, Due Diligence, Alternative Investments, Project Management
Education
Santa Clara University - Leavey School of Business 2013 — 2014
Certificate of Advanced Accounting Proficiency
University of California, Berkeley, Haas School of Business 1995 — 1997
MBA
Massachusetts Institute of Technology 1982 — 1990
BS, MS, EE
Stifel July 2010 - Present
Thomas Weisel Partners August 2007 - July 2010
Piper Jaffray April 2006 - August 2007
Fulcrum Research 2006 - 2006
iPhenom Corporation June 1999 - June 2002
IC Media Corporation February 1998 - June 1999
NeoParadigm Labs 1997 - 1998
Sony Corporation 1995 - 1997
Silicon Graphics 1994 - 1995
8x8, Inc. 1992 - 1994
Skills
Semiconductors, Equity Research, Financial Modeling, Valuation, Marketing, Equities, Research, Due Diligence, Alternative Investments, Project Management
Education
Santa Clara University - Leavey School of Business 2013 — 2014
Certificate of Advanced Accounting Proficiency
University of California, Berkeley, Haas School of Business 1995 — 1997
MBA
Massachusetts Institute of Technology 1982 — 1990
BS, MS, EE
Cole Bader's Thomas Weisel Partners Experience January 2002 - July 2010
Job Managing Director, CoHead of Mergers & Acquisitions at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Nicolaus Weisel July 2010 - Present
Thomas Weisel Partners January 2002 - July 2010
Morgan Stanley August 1992 - January 2002
Deutscher Bundestag September 1991 - August 1992
Skills
Investment Banking, Mergers & Acquisitions, M&A experience, Private Equity, Equities, Valuation, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, Financial Modeling, Corporate Finance, Due Diligence, LBO, Securities, Mergers
Education
Princeton University 1987 — 1991
A.B., Politics
The University of Bonn 1991 — 1992
Political Economy, International Relations
Stifel Nicolaus Weisel July 2010 - Present
Thomas Weisel Partners January 2002 - July 2010
Morgan Stanley August 1992 - January 2002
Deutscher Bundestag September 1991 - August 1992
Skills
Investment Banking, Mergers & Acquisitions, M&A experience, Private Equity, Equities, Valuation, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, Financial Modeling, Corporate Finance, Due Diligence, LBO, Securities, Mergers
Education
Princeton University 1987 — 1991
A.B., Politics
The University of Bonn 1991 — 1992
Political Economy, International Relations
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
Patrick Fannon's Thomas Weisel Partners Experience May 2004 - May 2006
Job Owner of Skis on the Run and Switchback Sports
Industry Sporting Goods
Experience
Switchback Sports May 2011 - Present
Skis on the Run November 2008 - Present
Merrill Lynch June 2006 - September 2008
Thomas Weisel Partners May 2004 - May 2006
Bear Stearns August 1999 - December 2003
Skills
Investment Banking, Financial Analysis, Corporate Development, Valuation, Marketing, Management, Venture Capital, Customer Service, Financial Modeling, Entrepreneurship, Strategy, Private Equity, Start-ups, Retail Sales, Mergers & Acquisitions, Due Diligence, Investments, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Finance
Santa Clara University 1990 — 1994
BS, Economics
Switchback Sports May 2011 - Present
Skis on the Run November 2008 - Present
Merrill Lynch June 2006 - September 2008
Thomas Weisel Partners May 2004 - May 2006
Bear Stearns August 1999 - December 2003
Skills
Investment Banking, Financial Analysis, Corporate Development, Valuation, Marketing, Management, Venture Capital, Customer Service, Financial Modeling, Entrepreneurship, Strategy, Private Equity, Start-ups, Retail Sales, Mergers & Acquisitions, Due Diligence, Investments, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Finance
Santa Clara University 1990 — 1994
BS, Economics
Joy Maxie's Thomas Weisel Partners Experience 1999 - 2006
Job Senior Accountant at Advent Software, Inc.
Industry Computer Software
Experience
Advent Software January 2012 - Present
Advent Software October 2007 - December 2011
Advent Software May 2006 - September 2007
Thomas Weisel Partners 1999 - 2006
Skills
Forecasting, Financial Analysis, Account Reconciliation, Financial Reporting, Variance Analysis, Budgets, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Analysis, Essbase, ASC 985-20, ASC 350-40, Accruals, Flux Analysis, Microsoft Excel, Oracle, Hyperion Planning, Analysis, Hyperion Enterprise
Education
Golden Gate University 2000 — 2003
Business Administration
Advent Software January 2012 - Present
Advent Software October 2007 - December 2011
Advent Software May 2006 - September 2007
Thomas Weisel Partners 1999 - 2006
Skills
Forecasting, Financial Analysis, Account Reconciliation, Financial Reporting, Variance Analysis, Budgets, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Analysis, Essbase, ASC 985-20, ASC 350-40, Accruals, Flux Analysis, Microsoft Excel, Oracle, Hyperion Planning, Analysis, Hyperion Enterprise
Education
Golden Gate University 2000 — 2003
Business Administration
Maika Manring's Thomas Weisel Partners Experience April 1999 - October 2003
Job Coowner of The Bar Method SeattleEastside
Industry Health, Wellness and Fitness
Experience
The Bar Method Redmond 2009 - Present
Goldman Sachs October 2003 - May 2009
Thomas Weisel Partners April 1999 - October 2003
Education
Skidmore College 1989 — 1993
Psychology, Exercise Science
The Bar Method Redmond 2009 - Present
Goldman Sachs October 2003 - May 2009
Thomas Weisel Partners April 1999 - October 2003
Education
Skidmore College 1989 — 1993
Psychology, Exercise Science
Jason Chiu's Thomas Weisel Partners Experience July 2008 - June 2010
Job Trader at Combined Metal Industries
Industry Financial Services
Experience
Combined Metal Industries Inc. January 2014 - Present
Frontline Capital November 2012 - November 2013
Macquarie Bank July 2010 - July 2012
Thomas Weisel Partners July 2008 - June 2010
Skills
Equities, Equity Research, Financial Modeling, Capital Markets, Valuation, Investment Banking, Bloomberg, Fixed Income
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2008
HBA, Graduated with Distinction
Western University 2004 — 2006
BMOS, Business
Crescent School 2000 — 2004
High School
Combined Metal Industries Inc. January 2014 - Present
Frontline Capital November 2012 - November 2013
Macquarie Bank July 2010 - July 2012
Thomas Weisel Partners July 2008 - June 2010
Skills
Equities, Equity Research, Financial Modeling, Capital Markets, Valuation, Investment Banking, Bloomberg, Fixed Income
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2008
HBA, Graduated with Distinction
Western University 2004 — 2006
BMOS, Business
Crescent School 2000 — 2004
High School
Christina Hargarten's Thomas Weisel Partners Experience March 2009 - July 2010
Job Senior Director Finance & Reporting at Restoration Hardware
Industry Retail
Experience
Restoration Hardware October 2012 - Present
Restoration Hardware July 2010 - October 2012
Thomas Weisel Partners March 2009 - July 2010
Thomas Weisel Partners July 2006 - March 2009
Starbucks Coffee Company June 2005 - July 2006
Deloitte & Touche September 2001 - June 2005
Skills
SEC filings, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Accounting, Mergers, IPO, Auditing, Corporate Finance, Payroll, Finance, Strategic Financial..., GAAP
Education
Loyola Marymount University, College of Business Administration 1997 — 2001
Bachelor of Science (B.S.), Accounting
Restoration Hardware October 2012 - Present
Restoration Hardware July 2010 - October 2012
Thomas Weisel Partners March 2009 - July 2010
Thomas Weisel Partners July 2006 - March 2009
Starbucks Coffee Company June 2005 - July 2006
Deloitte & Touche September 2001 - June 2005
Skills
SEC filings, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Accounting, Mergers, IPO, Auditing, Corporate Finance, Payroll, Finance, Strategic Financial..., GAAP
Education
Loyola Marymount University, College of Business Administration 1997 — 2001
Bachelor of Science (B.S.), Accounting
Nicole De Pena's Thomas Weisel Partners Experience 2007 - 2008
Job Client Intake Specialist
Industry Investment Management
Experience
Loomis Sayles June 2008 - June 2013
Thomas Weisel Partners 2007 - 2008
Investors Bank & Trust 2005 - 2007
Thomas Weisel Partners 2002 - 2003
Skills
Series 63, Series 7, Fixed Income, Mutual Funds, Capital Markets, Bloomberg, Equities, Equity Research, Hedge Funds, Options, Trading Systems, Securities, Relationship Management, Alternative Investments, Asset Allocation
Education
Saint Michael's College 1994 — 1998
Bachelor of Science (B.S.), Businesss Administration
saugus high school 1990 — 1994
Loomis Sayles June 2008 - June 2013
Thomas Weisel Partners 2007 - 2008
Investors Bank & Trust 2005 - 2007
Thomas Weisel Partners 2002 - 2003
Skills
Series 63, Series 7, Fixed Income, Mutual Funds, Capital Markets, Bloomberg, Equities, Equity Research, Hedge Funds, Options, Trading Systems, Securities, Relationship Management, Alternative Investments, Asset Allocation
Education
Saint Michael's College 1994 — 1998
Bachelor of Science (B.S.), Businesss Administration
saugus high school 1990 — 1994
Alison McMahon's Thomas Weisel Partners Experience September 1998 - June 1999
Job Director of Human Resources at Partner Fund Management, LP
Industry Financial Services
Experience
Partner Fund Management, LP January 2013 - Present
Partner Fund Management, LP September 2010 - December 2012
Cisco Systems September 2009 - May 2010
Atlas One Financial Group LLC January 2009 - May 2009
Ninth House January 2008 - September 2008
Ninth House July 2002 - December 2007
Thomas Weisel Partners September 1998 - June 1999
NationsBanc Montgomery Securities April 1997 - August 1998
Office of Governor Pete Wilson October 1995 - September 1996
Pete Wilson for President May 1995 - September 1995
Education
Mills College 2000 — 2002
Master of Arts, English Literature
University of California, Berkeley 1989 — 1992
Bachelor of Arts, Political Science
Georgetown University 1988 — 1989
Transferred to UC Berkeley, Government
Partner Fund Management, LP January 2013 - Present
Partner Fund Management, LP September 2010 - December 2012
Cisco Systems September 2009 - May 2010
Atlas One Financial Group LLC January 2009 - May 2009
Ninth House January 2008 - September 2008
Ninth House July 2002 - December 2007
Thomas Weisel Partners September 1998 - June 1999
NationsBanc Montgomery Securities April 1997 - August 1998
Office of Governor Pete Wilson October 1995 - September 1996
Pete Wilson for President May 1995 - September 1995
Education
Mills College 2000 — 2002
Master of Arts, English Literature
University of California, Berkeley 1989 — 1992
Bachelor of Arts, Political Science
Georgetown University 1988 — 1989
Transferred to UC Berkeley, Government
Samantha Katz's Thomas Weisel Partners Experience 2004 - 2006
Job Digital Health Lead / Senior Strategist at Continuum
Industry Health, Wellness and Fitness
Experience
Continuum 2014 - Present
Medtronic Diabetes 2012 - 2014
Medtronic Diabetes 2010 - 2012
Medtronic Diabetes 2009 - 2010
Becton Dickinson 2008 - 2008
Capital IQ 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Northwestern University - McCormick School of Engineering and Applied Science 2007 — 2009
Master of Engineering Management
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science in Economics
Continuum 2014 - Present
Medtronic Diabetes 2012 - 2014
Medtronic Diabetes 2010 - 2012
Medtronic Diabetes 2009 - 2010
Becton Dickinson 2008 - 2008
Capital IQ 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Northwestern University - McCormick School of Engineering and Applied Science 2007 — 2009
Master of Engineering Management
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science in Economics
Vik Grover's Thomas Weisel Partners Experience January 2005 - January 2006
Job Managing Director at Source Capital Group, Inc.
Industry Financial Services
Experience
Source Capital Group, Inc. Managing Director, Investment BankingSource Capital Group, Inc.2007 - Present
Merriman Curhan Ford & Co. January 2006 - December 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Company September 2003 - January 2005
Kaufman Bros. January 1998 - September 2003
Education
Georgia Institute of Technology 1993 — 1995
University of California, Berkeley 1987 — 1992
BA, Marketing/Communications
Source Capital Group, Inc. Managing Director, Investment BankingSource Capital Group, Inc.2007 - Present
Merriman Curhan Ford & Co. January 2006 - December 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Company September 2003 - January 2005
Kaufman Bros. January 1998 - September 2003
Education
Georgia Institute of Technology 1993 — 1995
University of California, Berkeley 1987 — 1992
BA, Marketing/Communications
Jack Helfand's Thomas Weisel Partners Experience 2004 - 2008
Job VantagePoint Capital Partners
Industry Venture Capital & Private Equity
Experience
VantagePoint Venture Partners December 2011 - Present
Everest Group LLC - Private Equity November 2010 - December 2011
HBRPC 2008 - December 2010
Thomas Weisel Partners 2004 - 2008
Wilson Sonsini Goodrich & Rosati 1998 - 2004
Mayer Brown & Platt 1995 - 1998
Skills
Investment Banking, Corporate Finance, Corporate Development, Corporate Law, Due Diligence, M&A experience, Securities Offerings, Venture Capital, Start-ups, Venture Financing, Securities Regulation, Commercial Litigation, Joint Ventures, Private Equity, Growth Capital, Capital Markets, Investments
Education
Washington University in St. Louis School of Law 1991 — 1994
JD
Michigan State University 1988 — 1990
Kings College London 1988 — 1988
Tulane University 1986 — 1988
VantagePoint Venture Partners December 2011 - Present
Everest Group LLC - Private Equity November 2010 - December 2011
HBRPC 2008 - December 2010
Thomas Weisel Partners 2004 - 2008
Wilson Sonsini Goodrich & Rosati 1998 - 2004
Mayer Brown & Platt 1995 - 1998
Skills
Investment Banking, Corporate Finance, Corporate Development, Corporate Law, Due Diligence, M&A experience, Securities Offerings, Venture Capital, Start-ups, Venture Financing, Securities Regulation, Commercial Litigation, Joint Ventures, Private Equity, Growth Capital, Capital Markets, Investments
Education
Washington University in St. Louis School of Law 1991 — 1994
JD
Michigan State University 1988 — 1990
Kings College London 1988 — 1988
Tulane University 1986 — 1988
Josh Weismer's Thomas Weisel Partners Experience April 2000 - May 2006
Job Managing Director at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital September 2013 - Present
Macquarie Capital (USA) Inc. March 2008 - August 2013
Banc of America Securities LLC June 2006 - February 2008
Thomas Weisel Partners April 2000 - May 2006
Furman Selz August 1998 - April 2000
Skills
LBO, Investment Banking, Capital Markets, Equity Capital Markets, Private Placements, Private Equity, Valuation, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Lehigh University 1990 — 1994
Bachelor of Science, Mechanical Engineering
Manheim Township High School 1986 — 1990
Scotia Capital September 2013 - Present
Macquarie Capital (USA) Inc. March 2008 - August 2013
Banc of America Securities LLC June 2006 - February 2008
Thomas Weisel Partners April 2000 - May 2006
Furman Selz August 1998 - April 2000
Skills
LBO, Investment Banking, Capital Markets, Equity Capital Markets, Private Placements, Private Equity, Valuation, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Lehigh University 1990 — 1994
Bachelor of Science, Mechanical Engineering
Manheim Township High School 1986 — 1990
Susan Schieding's Thomas Weisel Partners Experience September 2005 - August 2009
Job Senior Registered Sales Assistant at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities August 2009 - Present
Thomas Weisel Partners September 2005 - August 2009
UBS Financial Services May 1997 - September 2005
Skills
Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Series 63, Securities, Bonds, Financial Markets, Equity Trading, Alternative Investments, Investments, Asset Management, Financial Modeling, FINRA
Education
Salem State College 1988 — 1992
Bachelor's degree, Economics
Peabody Veterans Memorial High School 1984 — 1988
Deutsche Bank Securities August 2009 - Present
Thomas Weisel Partners September 2005 - August 2009
UBS Financial Services May 1997 - September 2005
Skills
Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Series 63, Securities, Bonds, Financial Markets, Equity Trading, Alternative Investments, Investments, Asset Management, Financial Modeling, FINRA
Education
Salem State College 1988 — 1992
Bachelor's degree, Economics
Peabody Veterans Memorial High School 1984 — 1988
Jamila Green's Thomas Weisel Partners Experience 1999 - 2005
Job Executive Consulting Manager w/ Accountants Inc
Industry Staffing and Recruiting
Experience
Accountants Inc RecruiterRHI MRMay 2006 - June 2007
Thomas Weisel Partners 1999 - 2005
Education
San Francisco State University, College of Business
Accountants Inc RecruiterRHI MRMay 2006 - June 2007
Thomas Weisel Partners 1999 - 2005
Education
San Francisco State University, College of Business
Andrew Strobel's Thomas Weisel Partners Experience October 2009 - Present
Job Vice President, Thomas Weisel Partners
Industry Financial Services
Experience
Thomas Weisel Partners October 2009 - Present
NYSE January 1992 - January 2008
at NYSE October 1988 - January 1992
Education
Iona College
Thomas Weisel Partners October 2009 - Present
NYSE January 1992 - January 2008
at NYSE October 1988 - January 1992
Education
Iona College
Scott Carlson, CVA's Thomas Weisel Partners Experience January 2010 - June 2010
Job Director of Valuation, Arcstone Partners
Industry Research
Experience
Arcstone Partners June 2011 - Present
Thomas Weisel Partners January 2010 - June 2010
Kirsh Real Estate Development Company, Inc. June 2009 - December 2009
Indiana University 2007 - 2009
Enterprise Rent-A-Car February 2004 - June 2007
Skills
Valuation, Financial Analysis, Financial Modeling, Forecasting, Investments, Excel, Microsoft Excel, Business Valuation, Business Planning, Equity Research, Private Equity, Mergers & Acquisitions, Portfolio Management, Sales, Asset Management, Due Diligence, Finance, Management
Education
CFA Program
2016 Level II Candidate in the CFA Program
Indiana University - Kelley School of Business 2007 — 2009
Master, Business Administration; Finance and Accounting
Kelley School of Business, Indiana University
Bachelor, Business Administration; Finance
Arcstone Partners June 2011 - Present
Thomas Weisel Partners January 2010 - June 2010
Kirsh Real Estate Development Company, Inc. June 2009 - December 2009
Indiana University 2007 - 2009
Enterprise Rent-A-Car February 2004 - June 2007
Skills
Valuation, Financial Analysis, Financial Modeling, Forecasting, Investments, Excel, Microsoft Excel, Business Valuation, Business Planning, Equity Research, Private Equity, Mergers & Acquisitions, Portfolio Management, Sales, Asset Management, Due Diligence, Finance, Management
Education
CFA Program
2016 Level II Candidate in the CFA Program
Indiana University - Kelley School of Business 2007 — 2009
Master, Business Administration; Finance and Accounting
Kelley School of Business, Indiana University
Bachelor, Business Administration; Finance
Tracey Mendoza's Thomas Weisel Partners Experience November 2002 - April 2003
Job Analyst Event and Roadshow Coordinator at Barclays Investment Bank
Industry Events Services
Experience
Barclays Investment Bank July 2010 - Present
Nexus Trading Networks October 2008 - July 2010
Citi April 2003 - August 2007
Thomas Weisel Partners November 2002 - April 2003
Chilton Investment Company August 2002 - September 2002
J.P. Morgan May 1999 - July 2002
Schroders September 1998 - May 1999
Skills
Event Management, Marketing, Event Planning
Education
Katharine Gibbs School 1997 — 1998
Barclays Investment Bank July 2010 - Present
Nexus Trading Networks October 2008 - July 2010
Citi April 2003 - August 2007
Thomas Weisel Partners November 2002 - April 2003
Chilton Investment Company August 2002 - September 2002
J.P. Morgan May 1999 - July 2002
Schroders September 1998 - May 1999
Skills
Event Management, Marketing, Event Planning
Education
Katharine Gibbs School 1997 — 1998
Erik Landsness's Thomas Weisel Partners Experience 2000 - 2001
Job Broadmark Asset Management LLC
Industry Investment Management
Experience
Broadmark Asset Management LLC September 2013 - Present
Secure Strategy Group, LLC July 2013 - Present
Revere Capital Advisors LLC January 2008 - August 2013
Advanced Equities August 2007 - January 2008
The Steele Foundation 2006 - 2007
Wells Fargo Private Bank 2005 - 2006
WestLB Panmure 2001 - 2004
Thomas Weisel Partners 2000 - 2001
Volpe Brown Whelan 1999 - 2000
Yorkton Securities Inc. (now Macquarie Capital Markets) 1996 - 1999
Skills
Hedge Funds, Private Equity, Investments, Equities, Asset Managment, Fund Of Funds, Capital, Business Development, Investment Strategies, Alternative Investments, Investment Management, Management, Emerging Markets, Asset Management, Financial Advisory, Strategy, Investor Relations, Investment Advisory, Equity Research, Finance, Capital Markets, Due Diligence
Education
Richmond, The American International University in London 1994 — 1994
MBA
Pepperdine University, The George L. Graziadio School of Business and Management
Certificate in Financial Management for the Family Office [CFMFO]
St. Mary's College of California
Bachelor of Science (BS)
The Thacher School
Broadmark Asset Management LLC September 2013 - Present
Secure Strategy Group, LLC July 2013 - Present
Revere Capital Advisors LLC January 2008 - August 2013
Advanced Equities August 2007 - January 2008
The Steele Foundation 2006 - 2007
Wells Fargo Private Bank 2005 - 2006
WestLB Panmure 2001 - 2004
Thomas Weisel Partners 2000 - 2001
Volpe Brown Whelan 1999 - 2000
Yorkton Securities Inc. (now Macquarie Capital Markets) 1996 - 1999
Skills
Hedge Funds, Private Equity, Investments, Equities, Asset Managment, Fund Of Funds, Capital, Business Development, Investment Strategies, Alternative Investments, Investment Management, Management, Emerging Markets, Asset Management, Financial Advisory, Strategy, Investor Relations, Investment Advisory, Equity Research, Finance, Capital Markets, Due Diligence
Education
Richmond, The American International University in London 1994 — 1994
MBA
Pepperdine University, The George L. Graziadio School of Business and Management
Certificate in Financial Management for the Family Office [CFMFO]
St. Mary's College of California
Bachelor of Science (BS)
The Thacher School
Alec Robinson's Thomas Weisel Partners Experience June 2007 - August 2007
Job cofounder at MobiTech 3000
Industry Information Technology and Services
Experience
MobiTech 3000 LLC July 2008 - Present
Thomas Weisel Partners June 2007 - August 2007
Texas Instruments 1997 - 2006
Skills
Product Management, Product Marketing, Product Development, Mobile Devices, Mobile Applications, Start-ups, Semiconductors, Software Development, ARM, RTOS, Embedded Software
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Stanford University 1996 — 1997
MSEE, Electrical Engineering
Georgia Institute of Technology 1993 — 1996
BSEE, Engineering
Woodberry Forest School, VA
MobiTech 3000 LLC July 2008 - Present
Thomas Weisel Partners June 2007 - August 2007
Texas Instruments 1997 - 2006
Skills
Product Management, Product Marketing, Product Development, Mobile Devices, Mobile Applications, Start-ups, Semiconductors, Software Development, ARM, RTOS, Embedded Software
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Stanford University 1996 — 1997
MSEE, Electrical Engineering
Georgia Institute of Technology 1993 — 1996
BSEE, Engineering
Woodberry Forest School, VA
Kristi Creighton's Thomas Weisel Partners Experience August 2005 - April 2008
Job Executive Assistant at MSD Capital, L.P.
Industry Executive Office
Experience
MSD Capital, L.P. December 2009 - Present
Stanford Group Company April 2008 - March 2009
Thomas Weisel Partners August 2005 - April 2008
Deutsche Bank Securities August 1999 - August 2005
Skills
Administrative..., Executive..., Microsoft Office, Customer Service, Management, Strategic Planning, Marketing, Event Planning, Equities, Investments, Private Equity, Event Management, Hedge Funds, Investment Banking
Education
Frostburg State University
Bachelor of Science, Business Adminstration with a Concentration in Marketing
MSD Capital, L.P. December 2009 - Present
Stanford Group Company April 2008 - March 2009
Thomas Weisel Partners August 2005 - April 2008
Deutsche Bank Securities August 1999 - August 2005
Skills
Administrative..., Executive..., Microsoft Office, Customer Service, Management, Strategic Planning, Marketing, Event Planning, Equities, Investments, Private Equity, Event Management, Hedge Funds, Investment Banking
Education
Frostburg State University
Bachelor of Science, Business Adminstration with a Concentration in Marketing
Claire Schlecht's Thomas Weisel Partners Experience 2004 - 2006
Job Rockstar Admin
Industry Venture Capital & Private Equity
Experience
Crosslink Capital May 2006 - Present
Thomas Weisel Partners 2004 - 2006
Kern Capital Managment February 2004 - July 2004
Kallir, Philips, Ross, Inc. August 2001 - January 2002
Mother Cabrini High School Developent Office August 2000 - July 2001
Self Employed--Private Tutor September 1997 - May 2000
LCR-M Corporation, Your Other Warehouse Division March 1999 - February 2000
Louisiana State University August 1998 - May 1999
Skills
Problem Solving, Organizing, Microsoft Word, PowerPoint, Microsoft Excel, Research, Calendars, Start-ups, Entrepreneurship, Proofreading, Fundraising, Customer Service, Spreadsheets, Microsoft Office, Marketing, Event Planning, Sales, Social Networking, Newsletters, Leadership, Outlook
Education
Fordham University 2001 — 2003
MA, English
Louisiana State University 1996 — 2000
BA, English
Crosslink Capital May 2006 - Present
Thomas Weisel Partners 2004 - 2006
Kern Capital Managment February 2004 - July 2004
Kallir, Philips, Ross, Inc. August 2001 - January 2002
Mother Cabrini High School Developent Office August 2000 - July 2001
Self Employed--Private Tutor September 1997 - May 2000
LCR-M Corporation, Your Other Warehouse Division March 1999 - February 2000
Louisiana State University August 1998 - May 1999
Skills
Problem Solving, Organizing, Microsoft Word, PowerPoint, Microsoft Excel, Research, Calendars, Start-ups, Entrepreneurship, Proofreading, Fundraising, Customer Service, Spreadsheets, Microsoft Office, Marketing, Event Planning, Sales, Social Networking, Newsletters, Leadership, Outlook
Education
Fordham University 2001 — 2003
MA, English
Louisiana State University 1996 — 2000
BA, English
Tavoria Wilson-Morton's Thomas Weisel Partners Experience June 2000 - September 2001
Job Law Clerk at John F. Kennedy University
Industry Financial Services
Experience
John F. Kennedy University, Elder Law Clinic January 2008 - Present
Merrill Lynch September 2007 - November 2009
Gordon & Rees LLP June 2002 - May 2007
The Honorable Martin J. Jenkins May 2005 - August 2005
Citibank January 2002 - July 2002
Thomas Weisel Partners June 2000 - September 2001
Education
John F. Kennedy University 2002 — 2005
Juris Doctor
University of California, Berkeley 1994 — 1999
BA
John F. Kennedy University, Elder Law Clinic January 2008 - Present
Merrill Lynch September 2007 - November 2009
Gordon & Rees LLP June 2002 - May 2007
The Honorable Martin J. Jenkins May 2005 - August 2005
Citibank January 2002 - July 2002
Thomas Weisel Partners June 2000 - September 2001
Education
John F. Kennedy University 2002 — 2005
Juris Doctor
University of California, Berkeley 1994 — 1999
BA
Chris Schaefer's Thomas Weisel Partners Experience October 2005 - August 2008
Job SVP Corporate Development at PharMerica
Industry Investment Banking
Experience
PharMerica November 2013 - Present
CIT Healthcare July 2011 - July 2013
Boston Heart Diagnostics November 2009 - June 2011
Thomas Weisel Partners October 2005 - August 2008
UBS Investment Bank July 2004 - September 2005
Robertson Stephens January 2000 - July 2001
Deutsche Banc Alex. Brown July 1998 - January 2000
Skills
Investment Banking, Venture Capital, Hedge Funds, Leveraged Finance, Mergers, Bonds, Healthcare, Credit, Private Equity, Valuation, Capital Markets, Financial Modeling, Equities, Corporate Finance, LBO, Investor Relations, Financial Analysis, Corporate Development, Fixed Income, Banking, Private Placements, Industry Analysis, Debt, Due Diligence, IPO, Mergers & Acquisitions, Emerging Markets, Equity Research, Financial Structuring, Business Development
Education
Harvard University 1994 — 1998
AB, cum laude, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance & Marketing
Roxbury Latin School 1990 — 1994
High School Diploma
PharMerica November 2013 - Present
CIT Healthcare July 2011 - July 2013
Boston Heart Diagnostics November 2009 - June 2011
Thomas Weisel Partners October 2005 - August 2008
UBS Investment Bank July 2004 - September 2005
Robertson Stephens January 2000 - July 2001
Deutsche Banc Alex. Brown July 1998 - January 2000
Skills
Investment Banking, Venture Capital, Hedge Funds, Leveraged Finance, Mergers, Bonds, Healthcare, Credit, Private Equity, Valuation, Capital Markets, Financial Modeling, Equities, Corporate Finance, LBO, Investor Relations, Financial Analysis, Corporate Development, Fixed Income, Banking, Private Placements, Industry Analysis, Debt, Due Diligence, IPO, Mergers & Acquisitions, Emerging Markets, Equity Research, Financial Structuring, Business Development
Education
Harvard University 1994 — 1998
AB, cum laude, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance & Marketing
Roxbury Latin School 1990 — 1994
High School Diploma
Mark Bourguignon's Thomas Weisel Partners Experience March 2000 - March 2001
Job Director at ClearBridge Investments
Industry Investment Management
Experience
ClearBridge Investments November 2003 - Present
Option Advantage Partners March 2001 - June 2002
Thomas Weisel Partners March 2000 - March 2001
Donaldson, Lufkin & Jenrette September 1997 - March 2000
Skills
Investments, Angel Investing, Equities, Asset Management, Hedge Funds, Portfolio Management, Private Equity, real estate private..., alternative investments, Bloomberg, Valuation, Financial Modeling, Equity Research, Alternative Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income
Education
Marquette University 1993 — 1997
BS, Business Administration; BA, Criminology and Law Studies
University of Antwerp 1996 — 1996
European Union business strategy
ClearBridge Investments November 2003 - Present
Option Advantage Partners March 2001 - June 2002
Thomas Weisel Partners March 2000 - March 2001
Donaldson, Lufkin & Jenrette September 1997 - March 2000
Skills
Investments, Angel Investing, Equities, Asset Management, Hedge Funds, Portfolio Management, Private Equity, real estate private..., alternative investments, Bloomberg, Valuation, Financial Modeling, Equity Research, Alternative Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income
Education
Marquette University 1993 — 1997
BS, Business Administration; BA, Criminology and Law Studies
University of Antwerp 1996 — 1996
European Union business strategy
Rhys Brooks's Thomas Weisel Partners Experience March 2000 - September 2007
Job MD at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company September 2007 - Present
Thomas Weisel Partners March 2000 - September 2007
Merrill Lynch December 1994 - March 2000
Skills
Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Equity Research, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Series 63, Series 7, Trading, Trading Systems
Education
Lynchburg College 1988 — 1992
Jefferies & Company September 2007 - Present
Thomas Weisel Partners March 2000 - September 2007
Merrill Lynch December 1994 - March 2000
Skills
Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Equity Research, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Series 63, Series 7, Trading, Trading Systems
Education
Lynchburg College 1988 — 1992
Jared Holz's Thomas Weisel Partners Experience July 2008 - October 2009
Job Long/Short Healthcare Investment Manager
Industry Medical Devices
Experience
Long/Short Hedge Fund February 2010 - Present
Jefferies & Company October 2009 - January 2010
Thomas Weisel Partners July 2008 - October 2009
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
PWC 2002 - 2005
Skills
Investment Banking, Valuation, Financial Modeling, Equity Research, Equities
Education
Muhlenberg College 1998 — 2002
Randolph HS
UCL
Long/Short Hedge Fund February 2010 - Present
Jefferies & Company October 2009 - January 2010
Thomas Weisel Partners July 2008 - October 2009
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
PWC 2002 - 2005
Skills
Investment Banking, Valuation, Financial Modeling, Equity Research, Equities
Education
Muhlenberg College 1998 — 2002
Randolph HS
UCL
Diana Sanderson's Thomas Weisel Partners Experience 1997 - 1999
Job Sr. Executive Assistant at Equity Management Inc.
Industry Executive Office
Experience
Equity Management Inc., San Diego, CA 2000 - Present
Thomas Weisel Partners 1997 - 1999
Law Offices of Reed V. Langlois 1991 - 1996
Education
San Francisco State University
Equity Management Inc., San Diego, CA 2000 - Present
Thomas Weisel Partners 1997 - 1999
Law Offices of Reed V. Langlois 1991 - 1996
Education
San Francisco State University
Jamie Streator's Thomas Weisel Partners Experience January 2000 - June 2005
Job Managing Director at Cowen & Company
Industry Banking
Experience
Cowen & Company June 2007 - Present
Susquehanna International Group June 2005 - June 2007
Thomas Weisel Partners January 2000 - June 2005
Hambrecht & Quist July 1988 - January 2000
LF Rothschild Unterberg Towbin August 1982 - July 1988
Skills
Management, Corporate Development, Private Equity, IPO, Business Strategy, Mergers & Acquisitions, Portfolio Management, Investment Banking, Investments, Strategy, Equities, Banking, Corporate Finance, Leadership, Restructuring, Leveraged Finance, Financial Markets, Finance, Series 7, Equity Research, Hedge Funds, Acquisitions, Mergers, Healthcare, Venture Capital, Fixed Income, Series 63, Private Placements, Securities, Financial Analysis, Financial Modeling, M&A experience, Start-ups, Asset Management, Valuation, Financial Structuring, Investment Management, Investor Relations, Entrepreneurship, LBO, Strategic Planning, Equity Trading, Equity Valuation, Due Diligence, Business Development, Structured Finance, Capital Markets, Options, Alternative Investments, Capital Raising
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Princeton University 1976 — 1980
AB, History
St Paul's School 1973 — 1976
High School
St. Albans School 1969 — 1973
Cowen & Company June 2007 - Present
Susquehanna International Group June 2005 - June 2007
Thomas Weisel Partners January 2000 - June 2005
Hambrecht & Quist July 1988 - January 2000
LF Rothschild Unterberg Towbin August 1982 - July 1988
Skills
Management, Corporate Development, Private Equity, IPO, Business Strategy, Mergers & Acquisitions, Portfolio Management, Investment Banking, Investments, Strategy, Equities, Banking, Corporate Finance, Leadership, Restructuring, Leveraged Finance, Financial Markets, Finance, Series 7, Equity Research, Hedge Funds, Acquisitions, Mergers, Healthcare, Venture Capital, Fixed Income, Series 63, Private Placements, Securities, Financial Analysis, Financial Modeling, M&A experience, Start-ups, Asset Management, Valuation, Financial Structuring, Investment Management, Investor Relations, Entrepreneurship, LBO, Strategic Planning, Equity Trading, Equity Valuation, Due Diligence, Business Development, Structured Finance, Capital Markets, Options, Alternative Investments, Capital Raising
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Princeton University 1976 — 1980
AB, History
St Paul's School 1973 — 1976
High School
St. Albans School 1969 — 1973
Ken Vercellino's Thomas Weisel Partners Experience April 2004 - July 2009
Job at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
Thomas Weisel Partners April 2004 - July 2009
J.P. Morgan April 1997 - October 2002
E*TRADE Financial 1995 - 1997
Skills
Hedge Funds, Equities, Asset Managment, Trading, Venture Capital, Wealth Management, Private Equity, Securities, Series 7, Asset Management, New Business Development, Hedging, Stock Distributions, 10b5-1 Plans, Block Trading, Liquidity Solutions
Education
San Diego State University-California State University
B.A., Sociology
J.P. Morgan July 2010 - Present
Thomas Weisel Partners April 2004 - July 2009
J.P. Morgan April 1997 - October 2002
E*TRADE Financial 1995 - 1997
Skills
Hedge Funds, Equities, Asset Managment, Trading, Venture Capital, Wealth Management, Private Equity, Securities, Series 7, Asset Management, New Business Development, Hedging, Stock Distributions, 10b5-1 Plans, Block Trading, Liquidity Solutions
Education
San Diego State University-California State University
B.A., Sociology
Scott Duff's Thomas Weisel Partners Experience May 2010 - Present
Job Financial Advisor Associate at Thomas Weisel Partners Wealth Management
Industry Financial Services
Experience
Thomas Weisel Partners May 2010 - Present
Thomas Weisel Partners February 2007 - May 2008
Thomas Weisel Partners May 2002 - February 2007
Agilent Technologies June 2000 - May 2002
Thomas Weisel Partners, LLC - Investment Banking July 1999 - June 2000
Education
San Francisco State University 1992 — 1995
B.A., Economics; International Business
Thomas Weisel Partners May 2010 - Present
Thomas Weisel Partners February 2007 - May 2008
Thomas Weisel Partners May 2002 - February 2007
Agilent Technologies June 2000 - May 2002
Thomas Weisel Partners, LLC - Investment Banking July 1999 - June 2000
Education
San Francisco State University 1992 — 1995
B.A., Economics; International Business
Janet Tarkoff's Thomas Weisel Partners Experience 2000 - 2003
Job Founder and Chief Executive Officer at j.loraine, LLC
Industry Apparel & Fashion
Experience
j.loraine, LLC 2013 - Present
JMP Group Inc. 2003 - 2013
JMP Securities 2003 - 2013
Harvest Capital Strategies 2003 - 2013
Thomas Weisel Partners 2000 - 2003
Winston & Strawn LLP 1998 - 2000
Montgomery Securities 1994 - 1998
Banc of America Securities (fka Montgomery Securities) 1994 - 1998
Montgomery Securities/Bank of America Securities 1994 - 1998
Skills
Private Equity, Securities, Venture Capital, Corporate Law, Hedge Funds, Mergers & Acquisitions, Asset Management, Investments, Alternative Investments, Due Diligence, Capital Markets, M&A experience, Equities
Education
University of California, Hastings College of the Law 1989 — 1992
JD, Law
Pepperdine University 1985 — 1988
BA, Political Science
j.loraine, LLC 2013 - Present
JMP Group Inc. 2003 - 2013
JMP Securities 2003 - 2013
Harvest Capital Strategies 2003 - 2013
Thomas Weisel Partners 2000 - 2003
Winston & Strawn LLP 1998 - 2000
Montgomery Securities 1994 - 1998
Banc of America Securities (fka Montgomery Securities) 1994 - 1998
Montgomery Securities/Bank of America Securities 1994 - 1998
Skills
Private Equity, Securities, Venture Capital, Corporate Law, Hedge Funds, Mergers & Acquisitions, Asset Management, Investments, Alternative Investments, Due Diligence, Capital Markets, M&A experience, Equities
Education
University of California, Hastings College of the Law 1989 — 1992
JD, Law
Pepperdine University 1985 — 1988
BA, Political Science
Robert Kitts's Thomas Weisel Partners Experience 2000 - 2007
Job Vice Chairman at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities October 2007 - Present
Thomas Weisel Partners 2000 - 2007
Morgan Stanley 1982 - 1999
Gleacher & Co 1990 - 1994
KPMG US 1980 - 1982
Skills
Investment Banking, Private Equity, LBO, Hedge Funds, Equities, Capital Markets, Venture Capital, Valuation, Corporate Development, Mergers, Private Placements, Corporate Finance, Financial Modeling, M&A experience, Equity Research, IPO, Alternative Investments, Fixed Income, Investments, Leveraged Finance
Education
Harvard Business School 1985 — 1987
MBA
Pace University 1976 — 1980
BBA, Public Accounting
Essex Catholic 1972 — 1976
Our Lady of Good Counsel 1964 — 1972
Deutsche Bank Securities October 2007 - Present
Thomas Weisel Partners 2000 - 2007
Morgan Stanley 1982 - 1999
Gleacher & Co 1990 - 1994
KPMG US 1980 - 1982
Skills
Investment Banking, Private Equity, LBO, Hedge Funds, Equities, Capital Markets, Venture Capital, Valuation, Corporate Development, Mergers, Private Placements, Corporate Finance, Financial Modeling, M&A experience, Equity Research, IPO, Alternative Investments, Fixed Income, Investments, Leveraged Finance
Education
Harvard Business School 1985 — 1987
MBA
Pace University 1976 — 1980
BBA, Public Accounting
Essex Catholic 1972 — 1976
Our Lady of Good Counsel 1964 — 1972
Nansie Bernard's Thomas Weisel Partners Experience September 2000 - November 2002
Job President & Managing Partner, Centenium Advisors
Industry Financial Services
Experience
Centenium Advisors April 2007 - Present
Source Partners January 2003 - December 2007
Thomas Weisel Partners September 2000 - November 2002
Security Capital Group February 1997 - August 2000
Education
Simmons College 1981 — 1986
BS, Double Major - Economics & Government
International College de Cannes 1985 — 1985
Intensive French and Art History studies
U. S. Capital Page School
High School
Centenium Advisors April 2007 - Present
Source Partners January 2003 - December 2007
Thomas Weisel Partners September 2000 - November 2002
Security Capital Group February 1997 - August 2000
Education
Simmons College 1981 — 1986
BS, Double Major - Economics & Government
International College de Cannes 1985 — 1985
Intensive French and Art History studies
U. S. Capital Page School
High School
Reynolds Ospina's Thomas Weisel Partners Experience August 2003 - August 2005
Job Vice President First Republic Investment Management
Industry Investment Management
Experience
First Republic Bank April 2014 - Present
Rosenblatt Securities July 2012 - April 2014
Auriga Global Investors, SV. March 2012 - June 2012
WJB Capital Group, Inc. November 2007 - January 2012
Pulse Trading January 2006 - October 2007
Harvest Capital Strategies August 2005 - December 2005
Thomas Weisel Partners August 2003 - August 2005
WR Hambrecht + Co January 2000 - August 2003
Volpe Brown Whelan & Co. March 1999 - December 1999
Hambrecht & Quist January 1997 - March 1999
Skills
Series 24, Series 8, Series 7, Series 55, Series 63, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Hedge Funds, Investment Management, Investments, Options, Securities, Trading
Education
Old Dominion University 1988 — 1993
BS, Business Administration
Garden City, New York High School
First Republic Bank April 2014 - Present
Rosenblatt Securities July 2012 - April 2014
Auriga Global Investors, SV. March 2012 - June 2012
WJB Capital Group, Inc. November 2007 - January 2012
Pulse Trading January 2006 - October 2007
Harvest Capital Strategies August 2005 - December 2005
Thomas Weisel Partners August 2003 - August 2005
WR Hambrecht + Co January 2000 - August 2003
Volpe Brown Whelan & Co. March 1999 - December 1999
Hambrecht & Quist January 1997 - March 1999
Skills
Series 24, Series 8, Series 7, Series 55, Series 63, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Hedge Funds, Investment Management, Investments, Options, Securities, Trading
Education
Old Dominion University 1988 — 1993
BS, Business Administration
Garden City, New York High School
Adele Arkin's Thomas Weisel Partners Experience August 2004 - April 2005
Job Owner, www.LIfitMoms.com
Industry Health, Wellness and Fitness
Experience
BABY CUTE LLC provider June 2007 - Present
Baby Cute LLC dba Stroller Strides May 2007 - Present
THE SCHOLARHOUSE FOUNDATION May 2005 - Present
PRUDENTIAL DOUGLAS ELLIMAN REAL ESTATE May 2005 - July 2009
Thomas Weisel Partners August 2004 - April 2005
Lehman Brothers December 2000 - August 2004
Lehman Brothers EAP Services September 2001 - March 2002
CITIGROUP (Salomon Smith Barney and Citibank) July 1999 - December 2000
THE FINANCIAL RELATIONS BOARD, INC May 1998 - May 1999
CHASE MANHATTAN BANK May 1998 - May 1999
Education
Pace University
M.B.A
New York University
M.A, Counseling and Guidance; Career/ Corporate Counseling
University of Florida
B.S, Psychology
BABY CUTE LLC provider June 2007 - Present
Baby Cute LLC dba Stroller Strides May 2007 - Present
THE SCHOLARHOUSE FOUNDATION May 2005 - Present
PRUDENTIAL DOUGLAS ELLIMAN REAL ESTATE May 2005 - July 2009
Thomas Weisel Partners August 2004 - April 2005
Lehman Brothers December 2000 - August 2004
Lehman Brothers EAP Services September 2001 - March 2002
CITIGROUP (Salomon Smith Barney and Citibank) July 1999 - December 2000
THE FINANCIAL RELATIONS BOARD, INC May 1998 - May 1999
CHASE MANHATTAN BANK May 1998 - May 1999
Education
Pace University
M.B.A
New York University
M.A, Counseling and Guidance; Career/ Corporate Counseling
University of Florida
B.S, Psychology
ned zachar's Thomas Weisel Partners Experience 1999 - 2004
Job pm at KLS Diversified
Industry Financial Services
Experience
KLS Diversified May 2008 - Present
Thomas Weisel Partners 1999 - 2004
Montgomery Securities 1997 - 1999
Skills
Equity Research, Entrepreneurship
Education
Quinlan School of Business, Loyola University Chicago
mba, finance
Iowa State University 1980 — 1985
BS, economics
KLS Diversified May 2008 - Present
Thomas Weisel Partners 1999 - 2004
Montgomery Securities 1997 - 1999
Skills
Equity Research, Entrepreneurship
Education
Quinlan School of Business, Loyola University Chicago
mba, finance
Iowa State University 1980 — 1985
BS, economics
Bill Bunting's Thomas Weisel Partners Experience 1998 - 2005
Job Managing Director at G2 Investment Group, LLC
Industry Investment Banking
Experience
G2 Investment Group, LLC January 2011 - Present
Thomas Weisel Partners 1998 - 2005
NMS Capital Partners 1998 - 1998
Montgomery Securities 1987 - 1997
Skills
Private Equity, Private Placements, Investment Banking, Venture Capital, Equities, Investments, Corporate Finance, Mutual Funds, Hedge Funds, Investor Relations, Asset Managment, Alternative Investments
Education
Harvard Business School 1985 — 1987
MBA
Stanford University 1977 — 1981
AB
G2 Investment Group, LLC January 2011 - Present
Thomas Weisel Partners 1998 - 2005
NMS Capital Partners 1998 - 1998
Montgomery Securities 1987 - 1997
Skills
Private Equity, Private Placements, Investment Banking, Venture Capital, Equities, Investments, Corporate Finance, Mutual Funds, Hedge Funds, Investor Relations, Asset Managment, Alternative Investments
Education
Harvard Business School 1985 — 1987
MBA
Stanford University 1977 — 1981
AB
Shawn Morgan's Thomas Weisel Partners Experience 2006 - 2009
Job Senior Desktop Publisher at CIBC
Industry Financial Services
Experience
CIBC July 2013 - Present
Byron Capital Markets April 2011 - July 2013
Thomas Cook North America 2009 - 2011
Thomas Weisel Partners 2006 - 2009
Orion Securities Inc. 2002 - 2005
Scotia Capital 1999 - 2002
Skills
Equity Research, Capital Markets, Equities, Financial Modeling
Education
Sheridan College 1997 — 1999
Journalism
CIBC July 2013 - Present
Byron Capital Markets April 2011 - July 2013
Thomas Cook North America 2009 - 2011
Thomas Weisel Partners 2006 - 2009
Orion Securities Inc. 2002 - 2005
Scotia Capital 1999 - 2002
Skills
Equity Research, Capital Markets, Equities, Financial Modeling
Education
Sheridan College 1997 — 1999
Journalism
Alexandre Penha's Thomas Weisel Partners Experience March 2007 - February 2009
Job Director at Fertoz Limited (ASX: FTZ)
Industry Mining & Metals
Experience
Fertoz Limited (ASX: FTZ) July 2014 - Present
Brazil-Canada Chamber of Commerce 2009 - Present
Search Minerals Inc. September 2012 - July 2014
Aura Minerals Inc October 2012 - November 2013
Rio Novo Gold Inc. January 2010 - July 2013
Rio Verde Minerals Corp. November 2010 - March 2013
Clarus Securities August 2009 - January 2010
Thomas Weisel Partners March 2007 - February 2009
Tau Capital Corp. June 2006 - March 2007
Merrill Lynch February 2005 - June 2006
Skills
Corporate Finance, Corporate Development, Investment Banking, Capital Markets, Investments, Mining, Equity Research, Gold, Minerals, Securities, Energy, Renewable Energy
Education
York University - Schulich School of Business 2004 — 2006
MBA, Finance
Fundação Getulio Vargas 2001 — 2002
Post-Degree, Corporate Finance
Universidade do Estado do Rio de Janeiro 1991 — 1996
BA, Economics
Fertoz Limited (ASX: FTZ) July 2014 - Present
Brazil-Canada Chamber of Commerce 2009 - Present
Search Minerals Inc. September 2012 - July 2014
Aura Minerals Inc October 2012 - November 2013
Rio Novo Gold Inc. January 2010 - July 2013
Rio Verde Minerals Corp. November 2010 - March 2013
Clarus Securities August 2009 - January 2010
Thomas Weisel Partners March 2007 - February 2009
Tau Capital Corp. June 2006 - March 2007
Merrill Lynch February 2005 - June 2006
Skills
Corporate Finance, Corporate Development, Investment Banking, Capital Markets, Investments, Mining, Equity Research, Gold, Minerals, Securities, Energy, Renewable Energy
Education
York University - Schulich School of Business 2004 — 2006
MBA, Finance
Fundação Getulio Vargas 2001 — 2002
Post-Degree, Corporate Finance
Universidade do Estado do Rio de Janeiro 1991 — 1996
BA, Economics
J. Robert Hahn's Thomas Weisel Partners Experience June 1999 - March 2002
Job Synectix Business Solutions
Industry Information Technology and Services
Experience
Synectix Business Solutions March 2002 - Present
Nollenberger Capital Partners February 2002 - Present
Yahoo! 2010 - 2011
Nollenberger Capital Partners February 2002 - December 2008
Thomas Weisel Partners June 1999 - March 2002
Synectix Systems September 1996 - July 1999
Education
San Francisco State University
Synectix Business Solutions March 2002 - Present
Nollenberger Capital Partners February 2002 - Present
Yahoo! 2010 - 2011
Nollenberger Capital Partners February 2002 - December 2008
Thomas Weisel Partners June 1999 - March 2002
Synectix Systems September 1996 - July 1999
Education
San Francisco State University
Jay Serpe's Thomas Weisel Partners Experience June 2007 - August 2007
Job Vice President at J.P. Morgan Global Wealth Management
Industry Financial Services
Experience
J.P. Morgan Global Wealth Management February 2015 - Present
J.P. Morgan Global Wealth Management July 2012 - January 2015
J.P. Morgan Global Wealth Management October 2009 - June 2012
Singapore Ministry of Education June 2008 - June 2009
Thomas Weisel Partners June 2007 - August 2007
Skills
Financial Modeling, Equity Research, Valuation, Series 7, Bloomberg, Equities, Financial Analysis, Data Analysis, Portfolio Management, Investments
Education
Princeton University 2004 — 2008
AB, History, Finance
J.P. Morgan Global Wealth Management February 2015 - Present
J.P. Morgan Global Wealth Management July 2012 - January 2015
J.P. Morgan Global Wealth Management October 2009 - June 2012
Singapore Ministry of Education June 2008 - June 2009
Thomas Weisel Partners June 2007 - August 2007
Skills
Financial Modeling, Equity Research, Valuation, Series 7, Bloomberg, Equities, Financial Analysis, Data Analysis, Portfolio Management, Investments
Education
Princeton University 2004 — 2008
AB, History, Finance
Roy Corr's Thomas Weisel Partners Experience 1999 - 2002
Job Managing Director at Salem Partners LLC
Industry Investment Management
Experience
Salem Partners LLC December 2014 - October 2015
Citi 2011 - 2014
Guggenheim Partners 2002 - 2011
Guggenheim Securities, LLC 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1996 - 1999
Citibank Private Bank 1995 - 1996
First Boston 1987 - 1995
Skills
Asset Management, Alternative Investments, Hedge Funds, Securities, Equities, Investments, Investment Banking, Derivatives, Private Equity, Trading, Asset Managment, Capital Markets, Investment Management, Portfolio Management, Fixed Income, Valuation, Venture Capital, Asset Allocation, Private Placements, Due Diligence
Education
Georgia State University Graduate School 1989 — 1991
Saint Louis University 1982 — 1986
BSBA, Finance
Salem Partners LLC December 2014 - October 2015
Citi 2011 - 2014
Guggenheim Partners 2002 - 2011
Guggenheim Securities, LLC 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1996 - 1999
Citibank Private Bank 1995 - 1996
First Boston 1987 - 1995
Skills
Asset Management, Alternative Investments, Hedge Funds, Securities, Equities, Investments, Investment Banking, Derivatives, Private Equity, Trading, Asset Managment, Capital Markets, Investment Management, Portfolio Management, Fixed Income, Valuation, Venture Capital, Asset Allocation, Private Placements, Due Diligence
Education
Georgia State University Graduate School 1989 — 1991
Saint Louis University 1982 — 1986
BSBA, Finance
Natalie Gunn's Thomas Weisel Partners Experience May 2007 - April 2010
Job Sales Associate at First Republic Securities
Industry Financial Services
Experience
First Republic Securities April 2010 - Present
Thomas Weisel Partners May 2007 - April 2010
Education
San Diego State University-California State University
First Republic Securities April 2010 - Present
Thomas Weisel Partners May 2007 - April 2010
Education
San Diego State University-California State University
Rich Gimigliano's Thomas Weisel Partners Experience 1999 - 2002
Job Managing Director at Merriman Capital, Inc.
Industry Investment Banking
Experience
Merriman Capital, Inc. 2013 - Present
Copper Creek Capital Group LLC 2007 - 2013
ThinkEquity LLC 2003 - 2007
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1995 - 1999
Skills
Investment Banking, Valuation, Financial Analysis, Capital Markets, Private Equity, Equities, Venture Capital, Equity Research, Hedge Funds, Private Placements, Alternative Investments, Series 7, Corporate Development, Securities, Mergers & Acquisitions, Bloomberg
Education
Lehigh University
BSEE
University of North Carolina at Chapel Hill
MBA
Merriman Capital, Inc. 2013 - Present
Copper Creek Capital Group LLC 2007 - 2013
ThinkEquity LLC 2003 - 2007
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1995 - 1999
Skills
Investment Banking, Valuation, Financial Analysis, Capital Markets, Private Equity, Equities, Venture Capital, Equity Research, Hedge Funds, Private Placements, Alternative Investments, Series 7, Corporate Development, Securities, Mergers & Acquisitions, Bloomberg
Education
Lehigh University
BSEE
University of North Carolina at Chapel Hill
MBA
Amy Jang's Thomas Weisel Partners Experience 2002 - 2007
Job Principal Examiner at Financial Industry Regulatory Authority
Industry Investment Banking
Experience
Financial Industry Regulatory Authority December 2012 - Present
JMP Securities December 2007 - March 2012
Thomas Weisel Partners 2002 - 2007
Robertson Stephens 2000 - 2002
NASD Regulation April 1998 - September 2000
Federal Aviation Administration October 1991 - May 1994
Skills
Equities, FINRA, Options, Trading, Risk Management, Investments, Due Diligence, AML, SEC, Analysis, Internal Audit, Accounting, Management, Auditing, Series 7
Education
Northwestern University 1995 — 1997
Masters, Economics
University of California, Davis 1981 — 1986
B.S, Managerial Economics
Financial Industry Regulatory Authority December 2012 - Present
JMP Securities December 2007 - March 2012
Thomas Weisel Partners 2002 - 2007
Robertson Stephens 2000 - 2002
NASD Regulation April 1998 - September 2000
Federal Aviation Administration October 1991 - May 1994
Skills
Equities, FINRA, Options, Trading, Risk Management, Investments, Due Diligence, AML, SEC, Analysis, Internal Audit, Accounting, Management, Auditing, Series 7
Education
Northwestern University 1995 — 1997
Masters, Economics
University of California, Davis 1981 — 1986
B.S, Managerial Economics
Rob Faulkner's Thomas Weisel Partners Experience 2006 - 2008
Job Managing Director at Redmile Group LLC
Industry Financial Services
Experience
Redmile Group LLC February 2008 - Present
Gilda's Club New York City 2007 - Present
Thomas Weisel Partners 2006 - 2008
JMP Securities 2005 - 2006
Prudential Equity Group 2002 - 2005
Hambrecht & Quist / Chase / JPMorgan 1995 - 2001
SBC Warburg 1992 - 1995
The Wilkerson Group 1990 - 1992
Skills
Analysis, Valuation, Equity Research, Venture Capital, Business Valuation, Corporate Finance, Alternative Investments, Financial Modeling, Private Equity, Due Diligence, Investment Banking, Business Strategy, Mergers & Acquisitions, Business Development, Investments, Hedge Funds, Equities, Corporate Development, Competitive Analysis, Portfolio Management, Management, IPO, Strategic Planning, Equity Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, Business
Harvard University
AB
Redmile Group LLC February 2008 - Present
Gilda's Club New York City 2007 - Present
Thomas Weisel Partners 2006 - 2008
JMP Securities 2005 - 2006
Prudential Equity Group 2002 - 2005
Hambrecht & Quist / Chase / JPMorgan 1995 - 2001
SBC Warburg 1992 - 1995
The Wilkerson Group 1990 - 1992
Skills
Analysis, Valuation, Equity Research, Venture Capital, Business Valuation, Corporate Finance, Alternative Investments, Financial Modeling, Private Equity, Due Diligence, Investment Banking, Business Strategy, Mergers & Acquisitions, Business Development, Investments, Hedge Funds, Equities, Corporate Development, Competitive Analysis, Portfolio Management, Management, IPO, Strategic Planning, Equity Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, Business
Harvard University
AB
Monica J.'s Thomas Weisel Partners Experience 2007 - 2010
Job Accounts Payable / Accounting Professional
Industry Accounting
Experience
UniversityNow, Inc. 2013 - 2014
Recurrent Energy 2012 - 2012
Conifer Financial Services 2010 - 2011
Thomas Weisel Partners 2007 - 2010
Braden Partners (Pacific Pulmonary Services/ResponseLink) 2005 - 2007
Skills
Accounts Payable, Fixed Assets, Accounting, Microsoft Excel, Outlook, Accounts Receivable, Accruals, Journal Entries, System Administration, Concur, Oracle, T&E, Purchase Orders, Zuora, 1099 Preparation, Expense Reports, Invoice Processing, Online Payment, Chargebacks, Adjustments, Refunds, General Ledger, Account Reconciliation, Auditing, QuickBooks
Education
Sonoma State University 2001 — 2005
Bachelor’s Degree, Business, Accounting
UniversityNow, Inc. 2013 - 2014
Recurrent Energy 2012 - 2012
Conifer Financial Services 2010 - 2011
Thomas Weisel Partners 2007 - 2010
Braden Partners (Pacific Pulmonary Services/ResponseLink) 2005 - 2007
Skills
Accounts Payable, Fixed Assets, Accounting, Microsoft Excel, Outlook, Accounts Receivable, Accruals, Journal Entries, System Administration, Concur, Oracle, T&E, Purchase Orders, Zuora, 1099 Preparation, Expense Reports, Invoice Processing, Online Payment, Chargebacks, Adjustments, Refunds, General Ledger, Account Reconciliation, Auditing, QuickBooks
Education
Sonoma State University 2001 — 2005
Bachelor’s Degree, Business, Accounting
Therese Cavanaugh's Thomas Weisel Partners Experience May 2004 - May 2005
Job at Portfolio Administration at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2005 - Present
Thomas Weisel Partners May 2004 - May 2005
Education
Rutgers University-New Brunswick 2000 — 2004
BS, Environmental & Business Economic
Neuberger Berman May 2005 - Present
Thomas Weisel Partners May 2004 - May 2005
Education
Rutgers University-New Brunswick 2000 — 2004
BS, Environmental & Business Economic
Alyse Smith's Thomas Weisel Partners Experience 1999 - 1999
Job City Planning
Industry Architecture & Planning
Experience
D.R. Stephens & Company March 2012 - April 2013
Roberston Stephens 1999 - 2001
Thomas Weisel Partners 1999 - 1999
Van Kasper & Company 1999 - 1999
Morgan Stanley 1997 - 1998
Education
Parsons School of Design
Bachelor of Fine Arts (BFA), Sculpture
D.R. Stephens & Company March 2012 - April 2013
Roberston Stephens 1999 - 2001
Thomas Weisel Partners 1999 - 1999
Van Kasper & Company 1999 - 1999
Morgan Stanley 1997 - 1998
Education
Parsons School of Design
Bachelor of Fine Arts (BFA), Sculpture
John Soden's Thomas Weisel Partners Experience January 2004 - April 2010
Job Managing Director, Head of Medical Technologies at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners January 2004 - April 2010
UBS (initially, Dillon, Read & Co.) 1997 - 2002
CS First Boston 1994 - 1996
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Mergers
Education
Northwestern University 1991 — 1993
Bachelor's degree, Economics (Honors)
Choate Rosemary Hall 1986 — 1989
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners January 2004 - April 2010
UBS (initially, Dillon, Read & Co.) 1997 - 2002
CS First Boston 1994 - 1996
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Mergers
Education
Northwestern University 1991 — 1993
Bachelor's degree, Economics (Honors)
Choate Rosemary Hall 1986 — 1989
Kristina Nebel's Thomas Weisel Partners Experience November 2006 - October 2007
Job Assistant to the VP of Clinical Development
Industry Real Estate
Experience
FibroGen April 2013 - Present
PSAI Realty Partners, LLC October 2007 - March 2013
Thomas Weisel Partners November 2006 - October 2007
Gap Inc. September 2000 - May 2005
Skills
Office Management, Administrative..., Outlook, Customer Service, Microsoft Office, Office Administration, Microsoft Excel, Microsoft Word, Accounts Payable, Real Estate, Travel Arrangements, Event Planning, QuickBooks, PowerPoint, Data Entry
Education
Mount Mercy College 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Marketing
Kirkwood Community College 2002 — 2003
FibroGen April 2013 - Present
PSAI Realty Partners, LLC October 2007 - March 2013
Thomas Weisel Partners November 2006 - October 2007
Gap Inc. September 2000 - May 2005
Skills
Office Management, Administrative..., Outlook, Customer Service, Microsoft Office, Office Administration, Microsoft Excel, Microsoft Word, Accounts Payable, Real Estate, Travel Arrangements, Event Planning, QuickBooks, PowerPoint, Data Entry
Education
Mount Mercy College 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Marketing
Kirkwood Community College 2002 — 2003
Rayna Schnapp's Thomas Weisel Partners Experience June 2005 - February 2009
Job Institutional Equity Sales at Dundee Securities
Industry Financial Services
Experience
Dundee Securities June 2009 - Present
Thomas Weisel Partners June 2005 - February 2009
Cibc 1999 - 2004
Skills
Asset Management, Alternative Investments, Bloomberg, Capital Markets, Equities, Equity Research, Equity Sales, Equity Trading, Financial Modeling, Investment Banking, Investments, Hedge Funds, Portfolio Management, Securities, Valuation
Education
McGill University 1996 — 1999
BCOMM
Dundee Securities June 2009 - Present
Thomas Weisel Partners June 2005 - February 2009
Cibc 1999 - 2004
Skills
Asset Management, Alternative Investments, Bloomberg, Capital Markets, Equities, Equity Research, Equity Sales, Equity Trading, Financial Modeling, Investment Banking, Investments, Hedge Funds, Portfolio Management, Securities, Valuation
Education
McGill University 1996 — 1999
BCOMM
Sara Leggat's Thomas Weisel Partners Experience 1999 - 2001
Job Chief Marketing Officer/Director of Research at Longwood Investment Advisors
Industry Financial Services
Experience
Longwood Investment Advisors 2012 - Present
Galt Investment Partners 2009 - 2010
Longwood Investment Advisors 2001 - 2008
Thomas Weisel Partners 1999 - 2001
Lehman Brothers 1997 - 1999
BankBoston June 1996 - December 1996
Polygon Group Ltd. 1993 - 1995
Skills
Management, Project Management, Business Analysis, Negotiation, Sales Management, Marketing Strategy, Banking, Financial Analysis, Team Leadership, Investments
Education
Massachusetts Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance, General
The University of British Columbia 1989 — 1993
Bachelor of Commerce (B.Com.), Urban Land Economics and Real Estate Finance
Longwood Investment Advisors 2012 - Present
Galt Investment Partners 2009 - 2010
Longwood Investment Advisors 2001 - 2008
Thomas Weisel Partners 1999 - 2001
Lehman Brothers 1997 - 1999
BankBoston June 1996 - December 1996
Polygon Group Ltd. 1993 - 1995
Skills
Management, Project Management, Business Analysis, Negotiation, Sales Management, Marketing Strategy, Banking, Financial Analysis, Team Leadership, Investments
Education
Massachusetts Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance, General
The University of British Columbia 1989 — 1993
Bachelor of Commerce (B.Com.), Urban Land Economics and Real Estate Finance
Anastasios Skalkos's Thomas Weisel Partners Experience July 2005 - April 2010
Job Investment Banking at C.W. Downer & Co.
Industry Investment Banking
Experience
C.W. Downer & Co. April 2010 - Present
Thomas Weisel Partners July 2005 - April 2010
Education
Harvard University 2001 — 2005
Bachelor of Arts (BA), Economics
C.W. Downer & Co. April 2010 - Present
Thomas Weisel Partners July 2005 - April 2010
Education
Harvard University 2001 — 2005
Bachelor of Arts (BA), Economics
Maggie Tiblier Pepper's Thomas Weisel Partners Experience 1999 - 2001
Job portal engine and brand startup
Industry Consumer Goods
Experience
Thomas Weisel Partners 1999 - 2001
Montgomery Securities 1996 - 1999
Education
Mills College
Sociology & Ethnic Studies
Thomas Weisel Partners 1999 - 2001
Montgomery Securities 1996 - 1999
Education
Mills College
Sociology & Ethnic Studies
Ana Colgan's Thomas Weisel Partners Experience 2002 - 2004
Job Associate at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus April 2005 - Present
Duquesne Capital Management January 2004 - April 2005
Thomas Weisel Partners 2002 - 2004
Prudential Vector 1999 - 2001
Abiding Real Estate 1996 - 2000
Dresdner Bank 1980 - 1989
Education
Kingsborough Community College
Stifel Nicolaus April 2005 - Present
Duquesne Capital Management January 2004 - April 2005
Thomas Weisel Partners 2002 - 2004
Prudential Vector 1999 - 2001
Abiding Real Estate 1996 - 2000
Dresdner Bank 1980 - 1989
Education
Kingsborough Community College
Shelly Tam's Thomas Weisel Partners Experience 2003 - 2004
Job RS Investments
Industry Financial Services
Experience
RS Investments 2004 - Present
Thomas Weisel Partners 2003 - 2004
Robertson Stephens 1999 - 2003
Novogradac & Company LLP 1996 - 1999
Skills
Accounting, Asset Management, Tax, Hedge Funds, Alternative Investments, Fund Accounting, Mutual Funds, Investments, Financial Reporting, Equities, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Investment Management
Education
San Francisco State University
Bachelor's degree, Accounting
RS Investments 2004 - Present
Thomas Weisel Partners 2003 - 2004
Robertson Stephens 1999 - 2003
Novogradac & Company LLP 1996 - 1999
Skills
Accounting, Asset Management, Tax, Hedge Funds, Alternative Investments, Fund Accounting, Mutual Funds, Investments, Financial Reporting, Equities, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Investment Management
Education
San Francisco State University
Bachelor's degree, Accounting
shirley ip's Thomas Weisel Partners Experience January 2006 - February 2008
Job
Industry Accounting
Experience
Leung, Louie, Ip & Co., LLP March 2008 - Present
Thomas Weisel Partners January 2006 - February 2008
Providian Financial January 2000 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Budgets
Education
Golden Gate University
MS, Taxation
San Francisco State University, College of Business
BS, Acounting
Leung, Louie, Ip & Co., LLP March 2008 - Present
Thomas Weisel Partners January 2006 - February 2008
Providian Financial January 2000 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Budgets
Education
Golden Gate University
MS, Taxation
San Francisco State University, College of Business
BS, Acounting
Bruce Lyle's Thomas Weisel Partners Experience January 2000 - November 2001
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2011 - Present
UBS 2001 - 2011
Thomas Weisel Partners January 2000 - November 2001
Education
University of San Diego 1981 — 1984
Bachelor of Arts with Honors, Economics
London Business School 1984 — 1985
Sabino High School
J.P. Morgan January 2011 - Present
UBS 2001 - 2011
Thomas Weisel Partners January 2000 - November 2001
Education
University of San Diego 1981 — 1984
Bachelor of Arts with Honors, Economics
London Business School 1984 — 1985
Sabino High School
Yale Jen's Thomas Weisel Partners Experience September 2005 - April 2006
Job Managing Director, Senior Biotech Analyst at Laidlaw and company
Industry Investment Banking
Experience
Laidlaw and company September 2013 - Present
Roth Capital Partners March 2012 - May 2013
Maxim Group November 2007 - February 2012
Rodman and Renshaw February 2007 - November 2007
HealthVest May 2006 - January 2007
Thomas Weisel Partners September 2005 - April 2006
Rodman & Renshaw March 2004 - August 2005
Skills
Equities, Oncology, Equity Research, Healthcare, Infectious Diseases, Equity Valuation, Biotechnology
Education
Weill Medical College of Cornell University
Doctor of Philosophy (Ph.D.)
Rutgers University
Master of Business Administration (MBA)
Laidlaw and company September 2013 - Present
Roth Capital Partners March 2012 - May 2013
Maxim Group November 2007 - February 2012
Rodman and Renshaw February 2007 - November 2007
HealthVest May 2006 - January 2007
Thomas Weisel Partners September 2005 - April 2006
Rodman & Renshaw March 2004 - August 2005
Skills
Equities, Oncology, Equity Research, Healthcare, Infectious Diseases, Equity Valuation, Biotechnology
Education
Weill Medical College of Cornell University
Doctor of Philosophy (Ph.D.)
Rutgers University
Master of Business Administration (MBA)
Tiffany Pang's Thomas Weisel Partners Experience January 1999 - June 2003
Job End User Support Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
VantagePoint Capital Partners July 2003 - December 2014
Thomas Weisel Partners January 1999 - June 2003
Skills
Microsoft Office..., Windows XP, 7, and 8, Microsoft Exchange 2003..., Acitive Directory, DNS,..., LAN-WAN, Market Data, Video Conferencing, Mobile Devices, VPN, Hardware Support, Telephony, Symantec Endpoint..., Trend Micro
Education
Heald College-San Francisco 1997 — 1998
Associate's degree
San Jose State University
Morgan Stanley March 2015 - Present
VantagePoint Capital Partners July 2003 - December 2014
Thomas Weisel Partners January 1999 - June 2003
Skills
Microsoft Office..., Windows XP, 7, and 8, Microsoft Exchange 2003..., Acitive Directory, DNS,..., LAN-WAN, Market Data, Video Conferencing, Mobile Devices, VPN, Hardware Support, Telephony, Symantec Endpoint..., Trend Micro
Education
Heald College-San Francisco 1997 — 1998
Associate's degree
San Jose State University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS