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
Ryan Stroub Ryan Stroub's Thomas Weisel Partners Experience May 2009 - November 2010
Job Chief Financial and Administrative Officer at SharesPost
Industry Financial Services
Experience
SharesPost June 2011 - Present
Thomas Weisel Partners May 2009 - November 2010
Thomas Weisel Partners Group, Inc February 2006 - May 2009
E*TRADE Financial Corporation 1998 - 2005
Education
University of California, Santa Barbara 1986 — 1991
Economics
SharesPost June 2011 - Present
Thomas Weisel Partners May 2009 - November 2010
Thomas Weisel Partners Group, Inc February 2006 - May 2009
E*TRADE Financial Corporation 1998 - 2005
Education
University of California, Santa Barbara 1986 — 1991
Economics
Elizabeth Hopper Elizabeth Hopper's Thomas Weisel Partners Experience 1998 - 2001
Job Client Manager at Kaspick & Company
Industry Investment Management
Experience
Kaspick & Company 2014 - Present
GMO, LLC March 2004 - June 2012
Montgomery Asset Management 2001 - 2004
Thomas Weisel Partners 1998 - 2001
Skills
Mutual Funds, Asset Allocation, Series 6, Hedge Funds, Series 63, Asset Managment, Events, Key Account Management, Client Representation, FINRA, CRM, Account Management, Asset Management, Fixed Income
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Science (B.S.), Law and Society
Kaspick & Company 2014 - Present
GMO, LLC March 2004 - June 2012
Montgomery Asset Management 2001 - 2004
Thomas Weisel Partners 1998 - 2001
Skills
Mutual Funds, Asset Allocation, Series 6, Hedge Funds, Series 63, Asset Managment, Events, Key Account Management, Client Representation, FINRA, CRM, Account Management, Asset Management, Fixed Income
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Science (B.S.), Law and Society
Eric Grant Eric Grant's Thomas Weisel Partners Experience January 2000 - March 2003
Job Director at JMP Securities
Industry Investment Banking
Experience
JMP Securities April 2013 - Present
Sterne Agee August 2011 - February 2013
Zazove Associates, LLC September 2009 - July 2011
Morgan Stanley March 2004 - August 2009
Bank One April 2003 - March 2004
Thomas Weisel Partners January 2000 - March 2003
CIBC World Markets January 1999 - January 2000
Lombardi & Co July 1997 - December 1998
Cuttone & Co. June 1996 - June 1997
Lehman Brothers 1995 - 1995
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Equity Research, Corporate Finance, Fixed Income, Asset Management, Securities, Bloomberg, Trading, Alternative Investments, Portfolio Management, Derivatives, Options, Investments, Equity Derivatives, Series 7, Equity Trading, Convertible Bonds
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government
Browning 1989 — 1992
Saint Davids 1979 — 1988
JMP Securities April 2013 - Present
Sterne Agee August 2011 - February 2013
Zazove Associates, LLC September 2009 - July 2011
Morgan Stanley March 2004 - August 2009
Bank One April 2003 - March 2004
Thomas Weisel Partners January 2000 - March 2003
CIBC World Markets January 1999 - January 2000
Lombardi & Co July 1997 - December 1998
Cuttone & Co. June 1996 - June 1997
Lehman Brothers 1995 - 1995
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Equity Research, Corporate Finance, Fixed Income, Asset Management, Securities, Bloomberg, Trading, Alternative Investments, Portfolio Management, Derivatives, Options, Investments, Equity Derivatives, Series 7, Equity Trading, Convertible Bonds
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government
Browning 1989 — 1992
Saint Davids 1979 — 1988
William Chan William Chan's Thomas Weisel Partners Experience July 2005 - July 2006
Job Software Engineer
Industry Computer Software
Experience
Paxata September 2013 - Present
Egraphs September 2011 - April 2013
Box March 2011 - September 2011
Guidewire Software March 2010 - March 2011
Guidewire Software September 2006 - May 2009
Thomas Weisel Partners July 2005 - July 2006
Skills
Web Services, Java, Cloud Computing, Software Engineering, MySQL, Scrum, E-commerce, Business Analysis, Linux, Scalability, Scala, Web Applications, Distributed Systems
Education
Stanford University 2001 — 2005
B.S., Mathematical and Computational Sciences
Phillips Academy 1997 — 2001
Paxata September 2013 - Present
Egraphs September 2011 - April 2013
Box March 2011 - September 2011
Guidewire Software March 2010 - March 2011
Guidewire Software September 2006 - May 2009
Thomas Weisel Partners July 2005 - July 2006
Skills
Web Services, Java, Cloud Computing, Software Engineering, MySQL, Scrum, E-commerce, Business Analysis, Linux, Scalability, Scala, Web Applications, Distributed Systems
Education
Stanford University 2001 — 2005
B.S., Mathematical and Computational Sciences
Phillips Academy 1997 — 2001
Blake Warner Blake Warner's Thomas Weisel Partners Experience May 1999 - August 2009
Job Managing Partner at Silicon Valley Partners LLC
Industry Investment Banking
Experience
Silicon Valley Partners LLC August 2009 - Present
EmpowHER Media July 2012 - Present
Thomas Weisel Partners May 1999 - August 2009
Bank of America July 1994 - March 1999
Tardiff & Staton January 1989 - August 1992
Skills
Corporate Development, Venture Capital, Valuation, Corporate Finance, Start-ups, Financial Modeling, Mergers, Due Diligence, Investments, Equities, Negotiation, Strategic Planning, Capital Markets, Debt, Mergers & Acquisitions, IPO, M&A experience, Financial Analysis, Private Equity
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1986 — 1990
B.A., Business Economics & Political Science
Silicon Valley Partners LLC August 2009 - Present
EmpowHER Media July 2012 - Present
Thomas Weisel Partners May 1999 - August 2009
Bank of America July 1994 - March 1999
Tardiff & Staton January 1989 - August 1992
Skills
Corporate Development, Venture Capital, Valuation, Corporate Finance, Start-ups, Financial Modeling, Mergers, Due Diligence, Investments, Equities, Negotiation, Strategic Planning, Capital Markets, Debt, Mergers & Acquisitions, IPO, M&A experience, Financial Analysis, Private Equity
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
University of California, Santa Barbara 1986 — 1990
B.A., Business Economics & Political Science
Jake Hunter Jake Hunter's Thomas Weisel Partners Experience 2007 - 2010
Job Senior Consultant, Strategic Human Capital Management at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton January 2015 - Present
T. Rowe Price February 2014 - December 2014
Thomas Weisel Partners 2007 - 2010
Bank of America July 2000 - July 2007
Skills
Equities, Series 7, Securities, Series 63, Hedge Funds, Capital Markets, Trading, Bloomberg, Investments, Equity Trading
Education
University of Baltimore 2013 — 2014
Master of Science (M.S.), Industrial and Organizational Psychology
Trinity College-Hartford 1995 — 2000
Bachelor of Arts (B.A.), English Literature
The Boys' Latin School of Maryland 1992 — 1996
Booz Allen Hamilton January 2015 - Present
T. Rowe Price February 2014 - December 2014
Thomas Weisel Partners 2007 - 2010
Bank of America July 2000 - July 2007
Skills
Equities, Series 7, Securities, Series 63, Hedge Funds, Capital Markets, Trading, Bloomberg, Investments, Equity Trading
Education
University of Baltimore 2013 — 2014
Master of Science (M.S.), Industrial and Organizational Psychology
Trinity College-Hartford 1995 — 2000
Bachelor of Arts (B.A.), English Literature
The Boys' Latin School of Maryland 1992 — 1996
Gabrielle Scheibe Rabinovitch Gabrielle Scheibe Rabinovitch's Thomas Weisel Partners Experience 2000 - 2002
Job Vice President, Investor Relations at WilliamsSonoma, Inc.
Industry Retail
Experience
Williams-Sonoma, Inc. February 2012 - Present
AlixPartners February 2010 - September 2011
Bank of America Merrill Lynch 2006 - 2010
Thomas Weisel Partners 2000 - 2002
Skills
Mergers & Acquisitions, Finance, Investment Banking, Financial Modeling, Due Diligence, Valuation, Investor Relations, Management, Strategic Planning, Financial Analysis, Corporate Finance, Private Equity, Business Strategy, Strategy
Education
UCLA Anderson School of Management 2002 — 2006
MBA, Finance
University of California, Los Angeles - School of Law 2002 — 2006
JD, Business Law and Policy Specialization
Williams-Sonoma, Inc. February 2012 - Present
AlixPartners February 2010 - September 2011
Bank of America Merrill Lynch 2006 - 2010
Thomas Weisel Partners 2000 - 2002
Skills
Mergers & Acquisitions, Finance, Investment Banking, Financial Modeling, Due Diligence, Valuation, Investor Relations, Management, Strategic Planning, Financial Analysis, Corporate Finance, Private Equity, Business Strategy, Strategy
Education
UCLA Anderson School of Management 2002 — 2006
MBA, Finance
University of California, Los Angeles - School of Law 2002 — 2006
JD, Business Law and Policy Specialization
Hutch Corbett Hutch Corbett's Thomas Weisel Partners Experience August 2002 - August 2005
Job Managing Partner at Armentum Partners
Industry Financial Services
Experience
Armentum Partners March 2014 - Present
TriplePoint Capital January 2011 - February 2014
Nexus Dx June 2010 - November 2010
Oppenheimer & Co. August 2005 - January 2010
Thomas Weisel Partners August 2002 - August 2005
Morgan Stanley August 1999 - August 2002
nationsbank 1992 - 1993
Skills
Biotechnology, Corporate Development, Finance, Investments, Management, Medical Devices, Mergers, Private Equity, Strategy, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions, Valuation, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BSBA, Finance (major), Accounting (minor)
Armentum Partners March 2014 - Present
TriplePoint Capital January 2011 - February 2014
Nexus Dx June 2010 - November 2010
Oppenheimer & Co. August 2005 - January 2010
Thomas Weisel Partners August 2002 - August 2005
Morgan Stanley August 1999 - August 2002
nationsbank 1992 - 1993
Skills
Biotechnology, Corporate Development, Finance, Investments, Management, Medical Devices, Mergers, Private Equity, Strategy, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions, Valuation, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BSBA, Finance (major), Accounting (minor)
Brenda Reilly Grunewald's Thomas Weisel Partners Experience September 2003 - April 2005
Job Marketing at Kiwi Crate
Industry Retail
Experience
Kiwi Crate September 2014 - Present
Electronic Arts March 2013 - September 2014
TiVo March 2011 - March 2013
Williams-Sonoma, Inc. December 2009 - March 2011
Williams-Sonoma, Inc. January 2007 - December 2009
Williams-Sonoma, Inc. May 2005 - January 2007
Thomas Weisel Partners September 2003 - April 2005
Skills
E-commerce, Online Marketing, Email Marketing, Forecasting, Merchandising, Web Analytics, Multi-channel Marketing, Social Media Marketing, Marketing, Cross-functional Team...
Education
University of Notre Dame 1997 — 2001
Bachelor of Business Administration (BBA)
Kiwi Crate September 2014 - Present
Electronic Arts March 2013 - September 2014
TiVo March 2011 - March 2013
Williams-Sonoma, Inc. December 2009 - March 2011
Williams-Sonoma, Inc. January 2007 - December 2009
Williams-Sonoma, Inc. May 2005 - January 2007
Thomas Weisel Partners September 2003 - April 2005
Skills
E-commerce, Online Marketing, Email Marketing, Forecasting, Merchandising, Web Analytics, Multi-channel Marketing, Social Media Marketing, Marketing, Cross-functional Team...
Education
University of Notre Dame 1997 — 2001
Bachelor of Business Administration (BBA)
Robert D. Krumme Jr. Robert D. Krumme Jr.'s Thomas Weisel Partners Experience 2003 - 2006
Job Global Director of Research at Cantor Fitzgerald
Industry Investment Management
Experience
Cantor Fitzgerald July 2015 - Present
The Buckingham Research Group January 2014 - June 2015
Oracle 2011 - 2013
Union Capital Management 2010 - 2011
Connexiti Software, LLC 2008 - 2010
Canaccord Genuity Inc. 2006 - 2008
Thomas Weisel Partners 2003 - 2006
Bank of Montreal 1999 - 2003
Skills
Capital Markets, Cloud Computing, Enterprise Software, Equities, Equity Research, Finance, Financial Modeling, Hedge Funds, Investment Banking, Management, Marketing, Mergers & Acquisitions, Mutual Funds, New Business Development, Project Management, SaaS, Sales, Lacrosse, Series 7
Education
Fordham University - Graduate School of Business
MBA, Finance
University of New Haven
BS in Business
Cantor Fitzgerald July 2015 - Present
The Buckingham Research Group January 2014 - June 2015
Oracle 2011 - 2013
Union Capital Management 2010 - 2011
Connexiti Software, LLC 2008 - 2010
Canaccord Genuity Inc. 2006 - 2008
Thomas Weisel Partners 2003 - 2006
Bank of Montreal 1999 - 2003
Skills
Capital Markets, Cloud Computing, Enterprise Software, Equities, Equity Research, Finance, Financial Modeling, Hedge Funds, Investment Banking, Management, Marketing, Mergers & Acquisitions, Mutual Funds, New Business Development, Project Management, SaaS, Sales, Lacrosse, Series 7
Education
Fordham University - Graduate School of Business
MBA, Finance
University of New Haven
BS in Business
Katherine Henry Katherine Henry's Thomas Weisel Partners Experience January 1999 - June 2000
Job Real Estate Professional Santa Barbara Area
Industry Real Estate
Experience
Village Properties October 2012 - Present
Keller Williams Realty - Santa Barbara 2010 - 2010
Yardi Systems September 2001 - April 2004
Yardi Software India Pvt Ltd 2001 - 2004
Navis June 2000 - September 2001
Thomas Weisel Partners January 1999 - June 2000
Catellus Development Corporation June 1997 - June 2000
Skills
Real Estate, Listings, Buyers, Short Sales, First Time Home Buyers, Sellers, Buyer Representation, REO, Single Family Homes, Relocation, Foreclosures, Condos, Investment Properties, Investors, Referrals, Residential Homes, Real Estate Transactions, Oracle, Luxury, New Home Sales
Education
University of California, Los Angeles 1988 — 1991
BS
University of California, Santa Barbara 1986 — 1988
University of California, Santa Barbara 1986 — 1988
Woodrow Wilson High 1984 — 1986
Village Properties October 2012 - Present
Keller Williams Realty - Santa Barbara 2010 - 2010
Yardi Systems September 2001 - April 2004
Yardi Software India Pvt Ltd 2001 - 2004
Navis June 2000 - September 2001
Thomas Weisel Partners January 1999 - June 2000
Catellus Development Corporation June 1997 - June 2000
Skills
Real Estate, Listings, Buyers, Short Sales, First Time Home Buyers, Sellers, Buyer Representation, REO, Single Family Homes, Relocation, Foreclosures, Condos, Investment Properties, Investors, Referrals, Residential Homes, Real Estate Transactions, Oracle, Luxury, New Home Sales
Education
University of California, Los Angeles 1988 — 1991
BS
University of California, Santa Barbara 1986 — 1988
University of California, Santa Barbara 1986 — 1988
Woodrow Wilson High 1984 — 1986
Will Harbourne's Thomas Weisel Partners Experience March 1999 - March 2007
Job Managing Director at ISI Group
Industry Financial Services
Experience
ISI Group February 2011 - Present
Oppenheimer & Co. Inc. March 2009 - January 2011
Wells Fargo Advisors June 2007 - February 2009
Thomas Weisel Partners March 1999 - March 2007
Skills
Sales trader,, Equities, Hedge Funds, Capital Markets, Series 7, Alternative Investments, Asset Management, Investments, Securities, Trading, Bloomberg, Series 63
Education
UCSD 1989 — 1994
Bachelor of Science (BS), Politcal Science
ISI Group February 2011 - Present
Oppenheimer & Co. Inc. March 2009 - January 2011
Wells Fargo Advisors June 2007 - February 2009
Thomas Weisel Partners March 1999 - March 2007
Skills
Sales trader,, Equities, Hedge Funds, Capital Markets, Series 7, Alternative Investments, Asset Management, Investments, Securities, Trading, Bloomberg, Series 63
Education
UCSD 1989 — 1994
Bachelor of Science (BS), Politcal Science
Ryan Falk Ryan Falk's Thomas Weisel Partners Experience August 2013 - Present
Job Associate at Thomas Weisel Partners
Industry Investment Management
Experience
Thomas Weisel Partners August 2013 - Present
Shadow Hills Country Club May 2012 - August 2013
Pony Express Couriers & Delivery Services, Inc. February 2012 - February 2013
Phi Kappa Psi Fraternity 2010 - 2011
MA Davies Builders Inc. June 2010 - September 2010
Phi Kappa Psi Fraternity 2009 - 2010
Skills
Series 7, Series 63, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Research, Public Relations, Customer Service, Social Networking, Facebook, Microsoft Word, PowerPoint, Social Media Marketing, Leadership, Writing
Education
University of Oregon 2008 — 2012
Bachelor of Arts (B.A.), History
St. Ingatius College Prep 2004 — 2008
Thomas Weisel Partners August 2013 - Present
Shadow Hills Country Club May 2012 - August 2013
Pony Express Couriers & Delivery Services, Inc. February 2012 - February 2013
Phi Kappa Psi Fraternity 2010 - 2011
MA Davies Builders Inc. June 2010 - September 2010
Phi Kappa Psi Fraternity 2009 - 2010
Skills
Series 7, Series 63, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Research, Public Relations, Customer Service, Social Networking, Facebook, Microsoft Word, PowerPoint, Social Media Marketing, Leadership, Writing
Education
University of Oregon 2008 — 2012
Bachelor of Arts (B.A.), History
St. Ingatius College Prep 2004 — 2008
Jacob True's Thomas Weisel Partners Experience April 2006 - September 2010
Job Corporate Counsel at UserTesting
Industry Law Practice
Experience
United States District Court January 2014 - May 2014
UC Hastings College of the Law August 2012 - May 2014
Legal Aid Society - Employment Law Center August 2013 - November 2013
Sony Computer Entertainment America May 2013 - August 2013
US Department of Transportation (DOT) June 2012 - August 2012
The Law Offices of Gerald Lau January 2012 - May 2012
San Francisco Superior Court May 2011 - August 2011
Thomas Weisel Partners April 2006 - September 2010
O'Melveny & Myers LLP June 2004 - April 2006
Skills
IT contract negotiation, IP transactions, Contract Management, Intellectual Property..., Westlaw, Legal Compliance, Legal Advice, Salesforce.com, Corporate Transactional, Microsoft Office, Employment Law..., EDGAR filings, Drafting Agreements, JavaScript, CaseMap, SharePoint, LexisNexis, Concordance, LiveNote, Filemaker Pro, C++, Intralinks, Bloomberg, Ravel, Adobe Professional, EDGAR
Education
UC Hastings College of the Law 2012 — 2014
Doctor of Law (JD), Law
University of San Francisco School of Law 2010 — 2012
University of California, Berkeley 1999 — 2003
Bachelors Degree, Economics and Political Science
Archbishop Riordan HS
United States District Court January 2014 - May 2014
UC Hastings College of the Law August 2012 - May 2014
Legal Aid Society - Employment Law Center August 2013 - November 2013
Sony Computer Entertainment America May 2013 - August 2013
US Department of Transportation (DOT) June 2012 - August 2012
The Law Offices of Gerald Lau January 2012 - May 2012
San Francisco Superior Court May 2011 - August 2011
Thomas Weisel Partners April 2006 - September 2010
O'Melveny & Myers LLP June 2004 - April 2006
Skills
IT contract negotiation, IP transactions, Contract Management, Intellectual Property..., Westlaw, Legal Compliance, Legal Advice, Salesforce.com, Corporate Transactional, Microsoft Office, Employment Law..., EDGAR filings, Drafting Agreements, JavaScript, CaseMap, SharePoint, LexisNexis, Concordance, LiveNote, Filemaker Pro, C++, Intralinks, Bloomberg, Ravel, Adobe Professional, EDGAR
Education
UC Hastings College of the Law 2012 — 2014
Doctor of Law (JD), Law
University of San Francisco School of Law 2010 — 2012
University of California, Berkeley 1999 — 2003
Bachelors Degree, Economics and Political Science
Archbishop Riordan HS
Alan X. Du's Thomas Weisel Partners Experience August 2011 - July 2013
Job VC
Industry Venture Capital & Private Equity
Experience
Revolution Growth February 2014 - Present
Thomas Weisel Partners August 2011 - July 2013
Cowen and Company July 2010 - July 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S., Business Administration
Revolution Growth February 2014 - Present
Thomas Weisel Partners August 2011 - July 2013
Cowen and Company July 2010 - July 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S., Business Administration
Rob Carr Rob Carr's Thomas Weisel Partners Experience January 1999 - 2000
Job Vice President, Client Solutions at Simple Energy
Industry Computer Software
Experience
Simple Energy March 2015 - Present
Simple Energy March 2014 - March 2015
Opower April 2012 - January 2014
Thomson Reuters January 2008 - April 2012
Thomson Reuters January 2003 - December 2007
Deem, Inc. 2000 - 2002
Thomas Weisel Partners January 1999 - 2000
Education
St. Mary's College of Maryland
Bachelor's Degree, Economics, Business Concentration, 4.0/4.0, Summa Cum Laude
Simple Energy March 2015 - Present
Simple Energy March 2014 - March 2015
Opower April 2012 - January 2014
Thomson Reuters January 2008 - April 2012
Thomson Reuters January 2003 - December 2007
Deem, Inc. 2000 - 2002
Thomas Weisel Partners January 1999 - 2000
Education
St. Mary's College of Maryland
Bachelor's Degree, Economics, Business Concentration, 4.0/4.0, Summa Cum Laude
Lara King, CFA Lara King, CFA's Thomas Weisel Partners Experience December 2004 - August 2008
Job Fundamentalresearch driven financial analyst
Industry Capital Markets
Experience
Richardson GMP January 2014 - Present
Stifel Nicolaus Canada May 2011 - August 2013
TD Newcrest September 2008 - April 2011
Thomas Weisel Partners December 2004 - August 2008
National Bank Financial June 2000 - November 2004
Skills
Valuation, Capital Markets, Investments, Bloomberg, Financial Modeling, Fixed Income, Equities, Investment Banking, Equity Research, Series 7
Education
Southern Alberta Institute of Technology 1998 — 1999
Computer Engineering Technology, Computer Hardware, Networking
Churchill
Churchill
University of Calgary
Richardson GMP January 2014 - Present
Stifel Nicolaus Canada May 2011 - August 2013
TD Newcrest September 2008 - April 2011
Thomas Weisel Partners December 2004 - August 2008
National Bank Financial June 2000 - November 2004
Skills
Valuation, Capital Markets, Investments, Bloomberg, Financial Modeling, Fixed Income, Equities, Investment Banking, Equity Research, Series 7
Education
Southern Alberta Institute of Technology 1998 — 1999
Computer Engineering Technology, Computer Hardware, Networking
Churchill
Churchill
University of Calgary
Stephen Buell Stephen Buell's Thomas Weisel Partners Experience 2006 - 2008
Job Associate Director of Research at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Canaccord Genuity Inc. 2010 - 2015
Piper Jaffray 2008 - 2010
Thomas Weisel Partners 2006 - 2008
Prudential Equity Group 2001 - 2006
ING Barings/Furman Selz 1994 - 2001
Furman Selz, Kidder, Hutton, Opco, Mercantile Safe Deposit and Trust 1983 - 1994
Education
The Johns Hopkins University 1979 — 1981
NIH Post Doctoral Fellowship, Neurovirology
University of Rochester School of Medicine and Dentistry 1974 — 1979
Doctor of Philosophy (PhD), Neurobiology and Anatomy
University of Colorado Boulder 1969 — 1974
Bachelor of Science (BS), Biology, General
SunTrust Robinson Humphrey July 2015 - Present
Canaccord Genuity Inc. 2010 - 2015
Piper Jaffray 2008 - 2010
Thomas Weisel Partners 2006 - 2008
Prudential Equity Group 2001 - 2006
ING Barings/Furman Selz 1994 - 2001
Furman Selz, Kidder, Hutton, Opco, Mercantile Safe Deposit and Trust 1983 - 1994
Education
The Johns Hopkins University 1979 — 1981
NIH Post Doctoral Fellowship, Neurovirology
University of Rochester School of Medicine and Dentistry 1974 — 1979
Doctor of Philosophy (PhD), Neurobiology and Anatomy
University of Colorado Boulder 1969 — 1974
Bachelor of Science (BS), Biology, General
Michael Moscuzza, CAIA Michael Moscuzza, CAIA's Thomas Weisel Partners Experience June 2007 - June 2008
Job Director at Harvest Capital Strategies
Industry Investment Management
Experience
Harvest Capital Strategies January 2015 - Present
Harvest Capital Strategies February 2011 - January 2015
UBS September 2008 - November 2010
Lehman Brothers June 2008 - September 2008
Thomas Weisel Partners June 2007 - June 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Asset Management, Investment Management
Education
University of California, San Diego
BS, Management Science and Engineering
Harvest Capital Strategies January 2015 - Present
Harvest Capital Strategies February 2011 - January 2015
UBS September 2008 - November 2010
Lehman Brothers June 2008 - September 2008
Thomas Weisel Partners June 2007 - June 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Asset Management, Investment Management
Education
University of California, San Diego
BS, Management Science and Engineering
Jennifer Brand's Thomas Weisel Partners Experience January 1999 - November 2003
Job Special Programs Coordinator at UC Berkeley, College of Natural Resources
Industry Higher Education
Experience
UC Berkeley, College of Natural Resources July 2014 - Present
Quickbase Services March 2012 - February 2014
Morrison & Foerster December 2003 - March 2012
Thomas Weisel Partners January 1999 - November 2003
Montgomery Securities January 1997 - January 1999
Skills
CRM, Project Management, Business Analysis, Marketing Communications, Recruiting, Temporary Placement, New Hire Orientations, Employee Benefits, Start-ups, Screening, Management, Process Improvement, Databases, Training
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (BA), Sociology
UC Berkeley, College of Natural Resources July 2014 - Present
Quickbase Services March 2012 - February 2014
Morrison & Foerster December 2003 - March 2012
Thomas Weisel Partners January 1999 - November 2003
Montgomery Securities January 1997 - January 1999
Skills
CRM, Project Management, Business Analysis, Marketing Communications, Recruiting, Temporary Placement, New Hire Orientations, Employee Benefits, Start-ups, Screening, Management, Process Improvement, Databases, Training
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (BA), Sociology
Daniel Fu Daniel Fu's Thomas Weisel Partners Experience July 2004 - January 2006
Job Research Analyst at Calamos Arista
Industry Investment Management
Experience
Calamos Arista November 2012 - Present
Peconic Partners October 2011 - September 2012
Citi Principal Strategies April 2010 - October 2011
Citigroup January 2006 - April 2010
Thomas Weisel Partners July 2004 - January 2006
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Winston Churchill High School
Calamos Arista November 2012 - Present
Peconic Partners October 2011 - September 2012
Citi Principal Strategies April 2010 - October 2011
Citigroup January 2006 - April 2010
Thomas Weisel Partners July 2004 - January 2006
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Winston Churchill High School
Brett Weisel's Thomas Weisel Partners Experience June 2008 - August 2009
Job General Partner at CA Residential Opportunity Fund, LP
Industry Investment Management
Experience
CA Residential Opportunity Fund, LP August 2009 - Present
Thomas Weisel Partners June 2008 - August 2009
Kirkwood, LLC & Kirkwood 29, LLC April 2007 - June 2008
Thomas Weisel Partners January 1999 - April 2007
Montgomery Securities September 1991 - December 1998
Skills
Investments, Equities, Private Equity, Hedge Funds, Valuation, Alternative Investments, Equity Research, Asset Management, Product Management, Business Development, Equity Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Development, Strategy, Due Diligence, Capital Markets, Real Estate, Private Placements, Mutual Funds
Education
University of California, Berkeley 1987 — 1991
BA, Economics
Holderness School 1984 — 1987
Community School 1983 — 1984
CA Residential Opportunity Fund, LP August 2009 - Present
Thomas Weisel Partners June 2008 - August 2009
Kirkwood, LLC & Kirkwood 29, LLC April 2007 - June 2008
Thomas Weisel Partners January 1999 - April 2007
Montgomery Securities September 1991 - December 1998
Skills
Investments, Equities, Private Equity, Hedge Funds, Valuation, Alternative Investments, Equity Research, Asset Management, Product Management, Business Development, Equity Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Development, Strategy, Due Diligence, Capital Markets, Real Estate, Private Placements, Mutual Funds
Education
University of California, Berkeley 1987 — 1991
BA, Economics
Holderness School 1984 — 1987
Community School 1983 — 1984
Bob Flanagan's Thomas Weisel Partners Experience 2000 - 2003
Job Managing Director, Technology Investment Banking at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James & Associates, Inc September 2011 - Present
Oppenheimer & Co. May 2007 - September 2011
Cowen and Company, LLC January 2004 - May 2007
Thomas Weisel Partners 2000 - 2003
Salomon Smith Barney 1995 - 1999
Skills
Mergers, Investment Banking, IPO, Equity Offerings, Fairness Opinions, Secondary Offerings, Securities, Leveraged Finance, Acquisitions, Corporate Finance, Strategy, Equities, Corporate Development, Corporate Governance, Venture Capital, M&A experience, Capital Markets, Private Placements, Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Finance, Financial Modeling, Hedge Funds, Due Diligence
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
University of California, Los Angeles 1987 — 1990
BA, Economics
Raymond James & Associates, Inc September 2011 - Present
Oppenheimer & Co. May 2007 - September 2011
Cowen and Company, LLC January 2004 - May 2007
Thomas Weisel Partners 2000 - 2003
Salomon Smith Barney 1995 - 1999
Skills
Mergers, Investment Banking, IPO, Equity Offerings, Fairness Opinions, Secondary Offerings, Securities, Leveraged Finance, Acquisitions, Corporate Finance, Strategy, Equities, Corporate Development, Corporate Governance, Venture Capital, M&A experience, Capital Markets, Private Placements, Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Finance, Financial Modeling, Hedge Funds, Due Diligence
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
University of California, Los Angeles 1987 — 1990
BA, Economics
Steve Ham's Thomas Weisel Partners Experience 1999 - 2000
Job CFO at N12 Technologies, Inc.
Industry Investment Management
Experience
N12 Technologies, Inc. 2014 - Present
Rainmaker Company 2013 - 2014
Sterling Partners 2010 - 2011
RedZone Capital 2006 - 2010
The Carlyle Group 2000 - 2006
Thomas Weisel Partners 1999 - 2000
Salomon Brothers 1997 - 1999
Skills
Private Equity, Corporate Development, LBO, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Investments, Equities, Due Diligence, Valuation, Venture Capital, Alternative Investments, Financial Analysis, Business Valuation, Business Strategy, Emerging Markets, Acquisition Integration, Growth Capital, Business Development, Buyouts, Debt, Competitive Analysis, Finance, Capital, Investor Relations, Portfolio Management, Accounting, Strategic Planning, Financial Reporting, Executive Management, Acquisitions, Capital Markets, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science (BS)
N12 Technologies, Inc. 2014 - Present
Rainmaker Company 2013 - 2014
Sterling Partners 2010 - 2011
RedZone Capital 2006 - 2010
The Carlyle Group 2000 - 2006
Thomas Weisel Partners 1999 - 2000
Salomon Brothers 1997 - 1999
Skills
Private Equity, Corporate Development, LBO, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Investments, Equities, Due Diligence, Valuation, Venture Capital, Alternative Investments, Financial Analysis, Business Valuation, Business Strategy, Emerging Markets, Acquisition Integration, Growth Capital, Business Development, Buyouts, Debt, Competitive Analysis, Finance, Capital, Investor Relations, Portfolio Management, Accounting, Strategic Planning, Financial Reporting, Executive Management, Acquisitions, Capital Markets, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science (BS)
Edward Chu Edward Chu's Thomas Weisel Partners Experience January 2010 - July 2010
Job IT Systems Engineer at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp. 2012 - Present
Stifel Financial Corp. July 2010 - February 2012
Thomas Weisel Partners January 2010 - July 2010
Thomas Weisel Partners 2008 - 2009
Thomas Weisel Partners 2005 - 2008
Iridium Technology Group May 2004 - September 2005
Unovo Product Design 2002 - 2004
USSA.com November 2001 - November 2002
NU Optical Media July 2001 - October 2001
Skills
VMware, CommVault, Data Domain, EMC SAN Administration, Dell Compellent, Active Directory, Citrix, Change Management, Windows, Project Coordination, Team Management, SQL, Software Documentation, System Administration, Disaster Recovery, Inventory Management, Leadership, MobileIron, Blackberry Enterprise...
Education
University Of California at Davis 1996 — 2001
Bachelor of Science, Managerial Economics
Stifel Financial Corp. 2012 - Present
Stifel Financial Corp. July 2010 - February 2012
Thomas Weisel Partners January 2010 - July 2010
Thomas Weisel Partners 2008 - 2009
Thomas Weisel Partners 2005 - 2008
Iridium Technology Group May 2004 - September 2005
Unovo Product Design 2002 - 2004
USSA.com November 2001 - November 2002
NU Optical Media July 2001 - October 2001
Skills
VMware, CommVault, Data Domain, EMC SAN Administration, Dell Compellent, Active Directory, Citrix, Change Management, Windows, Project Coordination, Team Management, SQL, Software Documentation, System Administration, Disaster Recovery, Inventory Management, Leadership, MobileIron, Blackberry Enterprise...
Education
University Of California at Davis 1996 — 2001
Bachelor of Science, Managerial Economics
Ellie Mertz Ellie Mertz's Thomas Weisel Partners Experience June 1999 - July 2002
Job
Industry Internet
Experience
Airbnb February 2013 - Present
Netflix March 2011 - February 2013
Netflix March 2010 - March 2011
Netflix February 2008 - March 2010
Netflix February 2006 - January 2008
Overseas Private Investment Corporation June 2004 - September 2004
Thomas Weisel Partners June 1999 - July 2002
Skills
Financial Analysis, Investor Relations, Financial Modeling, Competitive Analysis, Strategic Planning, Forecasting, E-commerce, Analytics, Business Strategy, Finance, Relationship Management, Process Improvement, Analysis, Risk Management, Strategic Financial..., Investments, Strategy, Corporate Finance, Mergers & Acquisitions, Financial Planning
Education
Stanford Graduate School of Business 2003 — 2005
MBA
Columbia University School of International and Public Affairs (SIPA) 2002 — 2003
MIA
Stanford University 1998 — 1999
MA
Stanford University 1994 — 1998
BA
Airbnb February 2013 - Present
Netflix March 2011 - February 2013
Netflix March 2010 - March 2011
Netflix February 2008 - March 2010
Netflix February 2006 - January 2008
Overseas Private Investment Corporation June 2004 - September 2004
Thomas Weisel Partners June 1999 - July 2002
Skills
Financial Analysis, Investor Relations, Financial Modeling, Competitive Analysis, Strategic Planning, Forecasting, E-commerce, Analytics, Business Strategy, Finance, Relationship Management, Process Improvement, Analysis, Risk Management, Strategic Financial..., Investments, Strategy, Corporate Finance, Mergers & Acquisitions, Financial Planning
Education
Stanford Graduate School of Business 2003 — 2005
MBA
Columbia University School of International and Public Affairs (SIPA) 2002 — 2003
MIA
Stanford University 1998 — 1999
MA
Stanford University 1994 — 1998
BA
Stuart Bush Stuart Bush's Thomas Weisel Partners Experience June 2001 - August 2001
Job
Industry Capital Markets
Experience
Consist Capital April 2011 - Present
RBC Capital Markets January 2004 - April 2011
Thomas Weisel Partners June 2001 - August 2001
Robertson Stephens January 1999 - September 1999
Cadence Design Systems January 1998 - January 1999
Synopsys June 1995 - December 1997
Skills
Valuation, Hedge Funds, Equity Research, Capital Markets, Solar Energy, Investment Banking, Equities, Financial Modeling, Private Equity, ETFs, Alternative Energy, Indexing, IPO, Due Diligence, Equity Valuation, Portfolio Management, Equity Capital Markets, Bloomberg, Investment Management
Education
University of California at Berkeley 2000 — 2002
MBA, Business
Yale University 1991 — 1995
BSEE, Electrical Engineering
Consist Capital April 2011 - Present
RBC Capital Markets January 2004 - April 2011
Thomas Weisel Partners June 2001 - August 2001
Robertson Stephens January 1999 - September 1999
Cadence Design Systems January 1998 - January 1999
Synopsys June 1995 - December 1997
Skills
Valuation, Hedge Funds, Equity Research, Capital Markets, Solar Energy, Investment Banking, Equities, Financial Modeling, Private Equity, ETFs, Alternative Energy, Indexing, IPO, Due Diligence, Equity Valuation, Portfolio Management, Equity Capital Markets, Bloomberg, Investment Management
Education
University of California at Berkeley 2000 — 2002
MBA, Business
Yale University 1991 — 1995
BSEE, Electrical Engineering
Scott George Scott George's Thomas Weisel Partners Experience 2004 - 2005
Job Bridgepath Financial Partners, a private wealth advisory service of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Bridgepath Financial Partners, a private wealth advisory practice of Ameriprise Financial October 2009 - Present
UBS Wealth Management October 2007 - September 2009
frog design January 2007 - July 2007
Wind River 2005 - January 2007
Thomas Weisel Partners 2004 - 2005
Silicon Laboratories 1999 - 2004
Motorola 1990 - 1999
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA, Option II Executive MBA Program
The University of Texas at Austin 1986 — 1990
BSEE, Computer Engineering
Bridgepath Financial Partners, a private wealth advisory practice of Ameriprise Financial October 2009 - Present
UBS Wealth Management October 2007 - September 2009
frog design January 2007 - July 2007
Wind River 2005 - January 2007
Thomas Weisel Partners 2004 - 2005
Silicon Laboratories 1999 - 2004
Motorola 1990 - 1999
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA, Option II Executive MBA Program
The University of Texas at Austin 1986 — 1990
BSEE, Computer Engineering
Nathalie Brand Nathalie Brand's Thomas Weisel Partners Experience 2001 - 2007
Job Owner at The Dig * fine home consignment
Industry Consumer Goods
Experience
The Dig * fine home consignment August 2013 - Present
Thomas Weisel Partners 2001 - 2007
Street Fusion 2001 - 2002
E*Offering March 1999 - August 2000
Robertson Stephens & Co 1995 - 1999
Skills
Skin Care, Social Media, Fitness, Direct Sales, Retail, Market Analysis, Entrepreneurship, Leadership, Sales, Equities, Skin, Acne, Marketing, Start-ups, Strategy, Competitive Analysis, Social Networking, Customer Service, Strategic Planning, Team Building, Social Media Marketing, Business Development, Management, Marketing Strategy
Education
University of California, Riverside 1989 — 1993
Bachelors, Political Science
The Dig * fine home consignment August 2013 - Present
Thomas Weisel Partners 2001 - 2007
Street Fusion 2001 - 2002
E*Offering March 1999 - August 2000
Robertson Stephens & Co 1995 - 1999
Skills
Skin Care, Social Media, Fitness, Direct Sales, Retail, Market Analysis, Entrepreneurship, Leadership, Sales, Equities, Skin, Acne, Marketing, Start-ups, Strategy, Competitive Analysis, Social Networking, Customer Service, Strategic Planning, Team Building, Social Media Marketing, Business Development, Management, Marketing Strategy
Education
University of California, Riverside 1989 — 1993
Bachelors, Political Science
David Zolot David Zolot's Thomas Weisel Partners Experience July 2000 - July 2001
Job SVP, Corporate Development
Industry Apparel & Fashion
Experience
Saban Brands September 2014 - Present
Iconix Brand Group June 2011 - August 2014
Peter J. Solomon Company April 2004 - May 2011
CIBC World Markets July 2001 - July 2002
Thomas Weisel Partners July 2000 - July 2001
Skills
M&A experience, Financial Modeling, Private Equity, Venture Capital, Financial Analysis, Mergers & Acquisitions, Investment Banking, Business Strategy, Corporate Development, Due Diligence, Corporate Finance, Valuation, Finance, Strategy, Management, Investments
Education
University of Michigan Business School 1996 — 2000
Bachelor of Business Administration, Finance and Accounting
Saban Brands September 2014 - Present
Iconix Brand Group June 2011 - August 2014
Peter J. Solomon Company April 2004 - May 2011
CIBC World Markets July 2001 - July 2002
Thomas Weisel Partners July 2000 - July 2001
Skills
M&A experience, Financial Modeling, Private Equity, Venture Capital, Financial Analysis, Mergers & Acquisitions, Investment Banking, Business Strategy, Corporate Development, Due Diligence, Corporate Finance, Valuation, Finance, Strategy, Management, Investments
Education
University of Michigan Business School 1996 — 2000
Bachelor of Business Administration, Finance and Accounting
Bibi Green Bibi Green's Thomas Weisel Partners Experience November 1998 - August 2000
Job Director, Financial Planning & Analysis at JMP Group
Industry Financial Services
Experience
JMP Group May 2005 - Present
Gracenote June 2004 - May 2005
Orrick, Herrington & Sutcliffe LLP May 2003 - May 2004
Versata September 2000 - October 2002
Thomas Weisel Partners November 1998 - August 2000
Montgomery Securities October 1996 - November 1998
Skills
Strategic Financial...
Education
UC Berkeley 1993 — 1996
Bachelor of Arts (B.A.), English Literature
JMP Group May 2005 - Present
Gracenote June 2004 - May 2005
Orrick, Herrington & Sutcliffe LLP May 2003 - May 2004
Versata September 2000 - October 2002
Thomas Weisel Partners November 1998 - August 2000
Montgomery Securities October 1996 - November 1998
Skills
Strategic Financial...
Education
UC Berkeley 1993 — 1996
Bachelor of Arts (B.A.), English Literature
Melissa Harbourne Melissa Harbourne's Thomas Weisel Partners Experience October 2005 - March 2008
Job Generalist at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2013 - Present
3D Organics April 2012 - October 2012
Thomas Weisel Partners October 2005 - March 2008
Thomas Weisel Partners 2000 - 2004
Thomas Weisel Partners 1998 - 2000
Montgomery Securities 1995 - 1998
Skills
Project Management, Human Resources, Organizational..., Office Management, Management Consulting, Management, Financial Analysis, Compensation & Benefit, Employee Relations, Business Development, Problem Solving, Business Process..., Analysis, Interviews, HRIS, Personnel Management, Investments, New Hire Orientations, Asset Management, Performance Management, Equities, Hedge Funds, Portfolio Management
Education
UCSB 1991 — 1995
Bachelor of Arts (BA), Business Economics
Dublin High School 1987 — 1991
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2013 - Present
3D Organics April 2012 - October 2012
Thomas Weisel Partners October 2005 - March 2008
Thomas Weisel Partners 2000 - 2004
Thomas Weisel Partners 1998 - 2000
Montgomery Securities 1995 - 1998
Skills
Project Management, Human Resources, Organizational..., Office Management, Management Consulting, Management, Financial Analysis, Compensation & Benefit, Employee Relations, Business Development, Problem Solving, Business Process..., Analysis, Interviews, HRIS, Personnel Management, Investments, New Hire Orientations, Asset Management, Performance Management, Equities, Hedge Funds, Portfolio Management
Education
UCSB 1991 — 1995
Bachelor of Arts (BA), Business Economics
Dublin High School 1987 — 1991
Courtney Dombek's Thomas Weisel Partners Experience May 2002 - November 2003
Job
Industry Investment Management
Experience
Headlands Capital Advisors, LLC January 2013 - Present
Canaccord Genuity Inc. 2007 - 2010
Gleacher & Company November 2003 - July 2007
Thomas Weisel Partners May 2002 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Davis
Bachelor of Arts (B.A.), Economics and International Relations
Headlands Capital Advisors, LLC January 2013 - Present
Canaccord Genuity Inc. 2007 - 2010
Gleacher & Company November 2003 - July 2007
Thomas Weisel Partners May 2002 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Davis
Bachelor of Arts (B.A.), Economics and International Relations
Stephanie Streit Khodarahmi Stephanie Streit Khodarahmi's Thomas Weisel Partners Experience 2000 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1996 - 2000
Barrow Hanley Mewhinney & Strauss 1994 - 1996
Credit Suisse 1993 - 1995
Skills
Hedge Funds, Equities, Marketing, Investments, Sales, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Capital Markets, Private Equity, Investment Banking, Fixed Income, Series 7, Securities, Alternative Investments, Trading, Equity Trading
Education
Texas Tech University - Rawls College of Business 1989 — 1993
BBA, Finance and Economics
Merrill Lynch September 2014 - Present
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1996 - 2000
Barrow Hanley Mewhinney & Strauss 1994 - 1996
Credit Suisse 1993 - 1995
Skills
Hedge Funds, Equities, Marketing, Investments, Sales, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Capital Markets, Private Equity, Investment Banking, Fixed Income, Series 7, Securities, Alternative Investments, Trading, Equity Trading
Education
Texas Tech University - Rawls College of Business 1989 — 1993
BBA, Finance and Economics
Scott Shelly Scott Shelly's Thomas Weisel Partners Experience September 2000 - December 2002
Job CFO at Matuse, Inc.
Industry Consumer Goods
Experience
Matuse, Inc. June 2013 - Present
Life Technologies March 2013 - April 2013
Stifel Nicolaus January 2003 - August 2011
Thomas Weisel Partners September 2000 - December 2002
Barclays Global Investors June 1999 - September 2000
Skills
Electronic Trading, Bloomberg, Equity Trading, Options, Index Funds, Account Management, Futures, Sales, Microsoft Excel, Series 7, Equities, Hedge Funds, Bloomberg Terminal, Financial Modeling, Fixed Income, Alternative Investments, Investments, Capital Markets, Equity Research, Securities, Corporate Finance, Customer Service
Education
University of California, Davis
Bachelor of Science, Managerial Economics
University of San Diego
Master of Business Administration (M.B.A.), Corporate Finance Concentration
Matuse, Inc. June 2013 - Present
Life Technologies March 2013 - April 2013
Stifel Nicolaus January 2003 - August 2011
Thomas Weisel Partners September 2000 - December 2002
Barclays Global Investors June 1999 - September 2000
Skills
Electronic Trading, Bloomberg, Equity Trading, Options, Index Funds, Account Management, Futures, Sales, Microsoft Excel, Series 7, Equities, Hedge Funds, Bloomberg Terminal, Financial Modeling, Fixed Income, Alternative Investments, Investments, Capital Markets, Equity Research, Securities, Corporate Finance, Customer Service
Education
University of California, Davis
Bachelor of Science, Managerial Economics
University of San Diego
Master of Business Administration (M.B.A.), Corporate Finance Concentration
Patricia O'Donnell Patricia O'Donnell's Thomas Weisel Partners Experience July 2004 - November 2007
Job Supervisory Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management December 2007 - Present
Thomas Weisel Partners July 2004 - November 2007
Donaldson, Lufkin & Jenrette 1988 - 2000
Skills
Economics, Valuation, Asset Managment, Bloomberg, Financial Analysis, Equities, Capital Markets, Investment Banking, Financial Modeling, Financial Services, Investments, Portfolio Management, Equity Research, Investor Relations, Asset Allocation, Emerging Markets, Mergers & Acquisitions, Securities, Due Diligence, Financial Markets, Corporate Finance, Alternative Investments, Equity Valuation, FINRA
Education
Syracuse University 1978 — 1982
AB, American History/English&Irish Literature
Morgan Stanley Investment Management December 2007 - Present
Thomas Weisel Partners July 2004 - November 2007
Donaldson, Lufkin & Jenrette 1988 - 2000
Skills
Economics, Valuation, Asset Managment, Bloomberg, Financial Analysis, Equities, Capital Markets, Investment Banking, Financial Modeling, Financial Services, Investments, Portfolio Management, Equity Research, Investor Relations, Asset Allocation, Emerging Markets, Mergers & Acquisitions, Securities, Due Diligence, Financial Markets, Corporate Finance, Alternative Investments, Equity Valuation, FINRA
Education
Syracuse University 1978 — 1982
AB, American History/English&Irish Literature
Chris Biggs, CFA Chris Biggs, CFA's Thomas Weisel Partners Experience 2004 - 2009
Job Founder and CEO at Crushhub.com
Industry Internet
Experience
Crushhub.com 2010 - Present
Thomas Weisel Partners 2004 - 2009
Forerunner Capital 2002 - 2004
Bank of America Securities 1999 - 2002
Merrill Lynch June 1998 - September 1998
Montgomery Securities 1994 - 1997
Independence One Mortgage Co. 1990 - 1993
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
MBA
Yale University 1986 — 1990
BA, Economics
CFA Institute 1997 — 1999
CFA Designation
Crushhub.com 2010 - Present
Thomas Weisel Partners 2004 - 2009
Forerunner Capital 2002 - 2004
Bank of America Securities 1999 - 2002
Merrill Lynch June 1998 - September 1998
Montgomery Securities 1994 - 1997
Independence One Mortgage Co. 1990 - 1993
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
MBA
Yale University 1986 — 1990
BA, Economics
CFA Institute 1997 — 1999
CFA Designation
Manish Narula Manish Narula's Thomas Weisel Partners Experience April 2005 - April 2008
Job Director, Corporate Development (M&A) at ARM
Industry Investment Banking
Experience
ARM February 2015 - Present
Microsoft June 2011 - December 2014
Microsoft June 2008 - June 2011
Thomas Weisel Partners April 2005 - April 2008
SLAC National Accelerator Laboratory April 2003 - March 2005
SG Cowen June 2004 - September 2004
Sona Koyo Steering Systems Ltd December 2001 - July 2002
Sunglow Technologies 2001 - 2001
Force Motors / Bajaj Tempo Ltd. July 2000 - December 2000
Skills
Financial Modeling, Corporate Finance, Mergers, Strategy, Valuation, Due Diligence, Venture Capital, Corporate Development, Analytics, Investment Banking, Business Analysis, Investments, Finance, Management, Analysis, Project Management, Acquisitions, Joint Ventures, Negotiation, Divestitures, Private Equity, Mergers & Acquisitions, Cross-functional Team..., General Awesomeness, Awesomeness
Education
Stanford University 2003 — 2005
M.S., Management Science & Engineering
National Institute of Technology, Jalandhar, India 1997 — 2001
B. Tech., Industrial Engineering
Hislop College, Nagpur, India 1995 — 1997
High School, Science
Bharatiya Vidya Bhavan, Nagpur, India 1991 — 1995
Middle School, Science
ARM February 2015 - Present
Microsoft June 2011 - December 2014
Microsoft June 2008 - June 2011
Thomas Weisel Partners April 2005 - April 2008
SLAC National Accelerator Laboratory April 2003 - March 2005
SG Cowen June 2004 - September 2004
Sona Koyo Steering Systems Ltd December 2001 - July 2002
Sunglow Technologies 2001 - 2001
Force Motors / Bajaj Tempo Ltd. July 2000 - December 2000
Skills
Financial Modeling, Corporate Finance, Mergers, Strategy, Valuation, Due Diligence, Venture Capital, Corporate Development, Analytics, Investment Banking, Business Analysis, Investments, Finance, Management, Analysis, Project Management, Acquisitions, Joint Ventures, Negotiation, Divestitures, Private Equity, Mergers & Acquisitions, Cross-functional Team..., General Awesomeness, Awesomeness
Education
Stanford University 2003 — 2005
M.S., Management Science & Engineering
National Institute of Technology, Jalandhar, India 1997 — 2001
B. Tech., Industrial Engineering
Hislop College, Nagpur, India 1995 — 1997
High School, Science
Bharatiya Vidya Bhavan, Nagpur, India 1991 — 1995
Middle School, Science
David Stubbs David Stubbs's Thomas Weisel Partners Experience 2005 - 2007
Job Managing Director, Head of Life Sciences at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2014 - Present
Inverness Advisors April 2009 - December 2014
Thomas Weisel Partners 2005 - 2007
Deutsche Bank 2003 - 2005
Citigroup 1999 - 2003
Skills
Mergers & Acquisitions, Medical Devices, Management, Venture Capital, Due Diligence, Investment Banking, Biotechnology, Private Placements, Valuation, Private Equity, Financial Modeling, Corporate Development, Strategy, Corporate Finance, Angel Investing
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
University of California, Los Angeles 1985 — 1988
BA, English Literature
Raymond James Financial Inc. 2014 - Present
Inverness Advisors April 2009 - December 2014
Thomas Weisel Partners 2005 - 2007
Deutsche Bank 2003 - 2005
Citigroup 1999 - 2003
Skills
Mergers & Acquisitions, Medical Devices, Management, Venture Capital, Due Diligence, Investment Banking, Biotechnology, Private Placements, Valuation, Private Equity, Financial Modeling, Corporate Development, Strategy, Corporate Finance, Angel Investing
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
University of California, Los Angeles 1985 — 1988
BA, English Literature
Gordon Hodge Gordon Hodge's Thomas Weisel Partners Experience January 1999 - September 2009
Job Manager at Tracker Research LLC
Industry Investment Management
Experience
Tracker Research LLC January 2013 - Present
REAL D March 2010 - Present
El Molino Media LLC September 2009 - Present
Thomas Weisel Partners January 1999 - September 2009
Montgomery Securities July 1992 - January 1999
Dain Bosworth Incorporated July 1986 - July 1990
Skills
Investments, Corporate Finance, Corporate Development, Venture Capital, Mergers, Financial Modeling, Private Equity, Investment Banking, Valuation, Due Diligence, Start-ups, Finance, Corporate Governance, Management, Mergers & Acquisitions, IPO, Hedge Funds, Strategy, Business Strategy
Education
Stanford University Graduate School of Business 1990 — 1992
MBA, Business Administration and Management, General
University of Washington 1982 — 1986
BA, Business
Tracker Research LLC January 2013 - Present
REAL D March 2010 - Present
El Molino Media LLC September 2009 - Present
Thomas Weisel Partners January 1999 - September 2009
Montgomery Securities July 1992 - January 1999
Dain Bosworth Incorporated July 1986 - July 1990
Skills
Investments, Corporate Finance, Corporate Development, Venture Capital, Mergers, Financial Modeling, Private Equity, Investment Banking, Valuation, Due Diligence, Start-ups, Finance, Corporate Governance, Management, Mergers & Acquisitions, IPO, Hedge Funds, Strategy, Business Strategy
Education
Stanford University Graduate School of Business 1990 — 1992
MBA, Business Administration and Management, General
University of Washington 1982 — 1986
BA, Business
Sandy Miller Sandy Miller's Thomas Weisel Partners Experience 1998 - 2001
Job General Partner at Institutional Venture Partners
Industry Venture Capital & Private Equity
Experience
Institutional Venture Partners 2006 - Present
3i Group plc 2001 - 2006
Thomas Weisel Partners 1998 - 2001
Montgomery Securities 1990 - 1997
Skills
Corporate Development, E-commerce, Angel Investing, Private Equity, Digital Media, Management, Strategy, Venture Capital
Education
Stanford University Graduate School of Business
MBA
Stanford University Law School
JD
University of Virginia
BA, Arts & Sciences
Institutional Venture Partners 2006 - Present
3i Group plc 2001 - 2006
Thomas Weisel Partners 1998 - 2001
Montgomery Securities 1990 - 1997
Skills
Corporate Development, E-commerce, Angel Investing, Private Equity, Digital Media, Management, Strategy, Venture Capital
Education
Stanford University Graduate School of Business
MBA
Stanford University Law School
JD
University of Virginia
BA, Arts & Sciences
Eric Prengel's Thomas Weisel Partners Experience July 2009 - May 2010
Job Vice President, Technology Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
Deutsche Bank Securities February 2013 - April 2014
Deutsche Bank Securities July 2010 - February 2013
Thomas Weisel Partners July 2009 - May 2010
Thomas Weisel Partners August 2007 - June 2009
Stern Stewart & Co. January 2005 - July 2007
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Economics
Hunter College High School 1993 — 1999
J.P. Morgan May 2014 - Present
Deutsche Bank Securities February 2013 - April 2014
Deutsche Bank Securities July 2010 - February 2013
Thomas Weisel Partners July 2009 - May 2010
Thomas Weisel Partners August 2007 - June 2009
Stern Stewart & Co. January 2005 - July 2007
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Economics
Hunter College High School 1993 — 1999
Alex Motamed's Thomas Weisel Partners Experience April 2004 - April 2008
Job COO Visium Partners, LLC
Industry Management Consulting
Experience
Visium Partners LLC October 2010 - Present
Railworks May 2011 - July 2012
eSprout LLC September 2008 - August 2010
Thomas Weisel Partners April 2004 - April 2008
Deutsche Bank September 2001 - March 2004
Bechtel December 1991 - July 1999
Skills
Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Equity Research, Valuation, Financial Analysis, Financial Statement..., Cash Management, Credit, Working Capital..., Portfolio Management, DCF, Forecasting, Finance, Start-ups, Corporate Treasury, Banking Relationships, Aerospace, Loans, Treasury Management, Series 7, Analysis, Equities, Risk Management, Liquidity Management, Lines Of Credit, Mergers & Acquisitions, Interest Rate Risk..., Microsoft Excel, Firm Valuation, MBA, term loan, Treasury, General Insurance, Property & Casualty..., series 63, Engineering, Security Clearance, Defense, Transportation, Defense Contracting, Microsoft Office, Bloomberg, Hedging, Investments, Private Equity, Nuclear Engineering
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
M.B.A., Finance
University of Pittsburgh 1994 — 1998
M.S., Mechanical Engineering
The Johns Hopkins University 1987 — 1991
B.S., Mechanical Engineering
Visium Partners LLC October 2010 - Present
Railworks May 2011 - July 2012
eSprout LLC September 2008 - August 2010
Thomas Weisel Partners April 2004 - April 2008
Deutsche Bank September 2001 - March 2004
Bechtel December 1991 - July 1999
Skills
Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Equity Research, Valuation, Financial Analysis, Financial Statement..., Cash Management, Credit, Working Capital..., Portfolio Management, DCF, Forecasting, Finance, Start-ups, Corporate Treasury, Banking Relationships, Aerospace, Loans, Treasury Management, Series 7, Analysis, Equities, Risk Management, Liquidity Management, Lines Of Credit, Mergers & Acquisitions, Interest Rate Risk..., Microsoft Excel, Firm Valuation, MBA, term loan, Treasury, General Insurance, Property & Casualty..., series 63, Engineering, Security Clearance, Defense, Transportation, Defense Contracting, Microsoft Office, Bloomberg, Hedging, Investments, Private Equity, Nuclear Engineering
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
M.B.A., Finance
University of Pittsburgh 1994 — 1998
M.S., Mechanical Engineering
The Johns Hopkins University 1987 — 1991
B.S., Mechanical Engineering
Daniele Donahoe's Thomas Weisel Partners Experience 1999 - 2000
Job President and CIO Rinehart Wealth Management
Industry Financial Services
Experience
Rinehart Wealth Management May 2010 - Present
Columbia Management June 2002 - April 2010
Citigroup 1999 - 2001
Thomas Weisel Partners 1999 - 2000
JC Bradford 1997 - 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Wealth Management, Equity Research, Mutual Funds, Investments, Hedge Funds, Investment Strategies, Asset Management, Retirement Planning, Investment Advisory
Education
University of North Carolina at Chapel Hill 1993 — 1997
BS, Business
Hickory High 1989 — 1993
Rinehart Wealth Management May 2010 - Present
Columbia Management June 2002 - April 2010
Citigroup 1999 - 2001
Thomas Weisel Partners 1999 - 2000
JC Bradford 1997 - 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Wealth Management, Equity Research, Mutual Funds, Investments, Hedge Funds, Investment Strategies, Asset Management, Retirement Planning, Investment Advisory
Education
University of North Carolina at Chapel Hill 1993 — 1997
BS, Business
Hickory High 1989 — 1993
Liz Levin Liz Levin's Thomas Weisel Partners Experience July 2006 - August 2006
Job Account Supervisor at Butler, Shine, Stern & Partners
Industry Marketing and Advertising
Experience
Butler, Shine, Stern & Partners June 2015 - Present
Butler, Shine, Stern & Partners May 2011 - 2015
Y&R Brands October 2010 - May 2011
Publicis & Hal Riney September 2009 - October 2010
Karsh\Hagan June 2009 - August 2009
Citizen Group June 2008 - August 2008
Thomas Weisel Partners July 2006 - August 2006
Yahoo! August 2004 - August 2004
Skills
Advertising, Account Management, OOH, Digital Strategy, Mobile Marketing, Integrated Marketing, Direct Marketing, Media Planning, Digital Marketing, Relationship Marketing, Social Media Marketing, Project Management, Outdoor Advertising, Interactive Marketing, Interactive Advertising, Marketing
Education
Institute of Advanced Advertising Studies 2010 — 2010
University of Colorado Boulder - Leeds School of Business 2005 — 2009
B.S., Marketing
The Menlo School 2003 — 2005
Butler, Shine, Stern & Partners June 2015 - Present
Butler, Shine, Stern & Partners May 2011 - 2015
Y&R Brands October 2010 - May 2011
Publicis & Hal Riney September 2009 - October 2010
Karsh\Hagan June 2009 - August 2009
Citizen Group June 2008 - August 2008
Thomas Weisel Partners July 2006 - August 2006
Yahoo! August 2004 - August 2004
Skills
Advertising, Account Management, OOH, Digital Strategy, Mobile Marketing, Integrated Marketing, Direct Marketing, Media Planning, Digital Marketing, Relationship Marketing, Social Media Marketing, Project Management, Outdoor Advertising, Interactive Marketing, Interactive Advertising, Marketing
Education
Institute of Advanced Advertising Studies 2010 — 2010
University of Colorado Boulder - Leeds School of Business 2005 — 2009
B.S., Marketing
The Menlo School 2003 — 2005
Jed Broce Jed Broce's Thomas Weisel Partners Experience November 1999 - March 2008
Job
Industry Financial Services
Experience
Wealthfront Inc. 2011 - Present
MERRILL LYNCH & CO March 2008 - May 2010
Thomas Weisel Partners November 1999 - March 2008
Skills
Asset Allocation, Financial Modeling, Financial Reporting, Team Management, Hedge Funds, Equities, Series 7, Bloomberg, Investments, Alternative Investments, Series 63, Mutual Funds, Fixed Income, Asset Managment
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Science, Business Administration; Finance
Wealthfront Inc. 2011 - Present
MERRILL LYNCH & CO March 2008 - May 2010
Thomas Weisel Partners November 1999 - March 2008
Skills
Asset Allocation, Financial Modeling, Financial Reporting, Team Management, Hedge Funds, Equities, Series 7, Bloomberg, Investments, Alternative Investments, Series 63, Mutual Funds, Fixed Income, Asset Managment
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Science, Business Administration; Finance
Paul B. Clark, CFA Paul B. Clark, CFA's Thomas Weisel Partners Experience January 2011 - December 2013
Job Vice President Portfolio Manager at Thomas Weisel Capital Management
Industry Investment Management
Experience
Thomas Weisel Capital Management December 2013 - Present
Thomas Weisel Partners January 2011 - December 2013
Thomas Weisel Partners March 2006 - December 2010
Sit Investment Associates July 2004 - February 2006
RJ Ahmann Company August 2003 - July 2004
Skills
Series 7, series 63, series 65, series 53, Portfolio Management, Trading, Bonds, Fixed Income, Asset Management, Investment Management, Investment Advisory, Bloomberg, Capital Markets, Investments, Alternative Investments, Valuation, Financial Services, FINRA, Series 63, Financial Modeling, Series 65, Mutual Funds, Securities, Risk Management
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Finance
Thomas Weisel Capital Management December 2013 - Present
Thomas Weisel Partners January 2011 - December 2013
Thomas Weisel Partners March 2006 - December 2010
Sit Investment Associates July 2004 - February 2006
RJ Ahmann Company August 2003 - July 2004
Skills
Series 7, series 63, series 65, series 53, Portfolio Management, Trading, Bonds, Fixed Income, Asset Management, Investment Management, Investment Advisory, Bloomberg, Capital Markets, Investments, Alternative Investments, Valuation, Financial Services, FINRA, Series 63, Financial Modeling, Series 65, Mutual Funds, Securities, Risk Management
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Finance
Jim Chappell Jim Chappell's Thomas Weisel Partners Experience 2009 - 2011
Job Vice President at Parthenon Capital
Industry Venture Capital & Private Equity
Experience
Parthenon Capital Partners 2015 - Present
Technology Crossover Ventures 2011 - 2015
Thomas Weisel Partners 2009 - 2011
The Parthenon Group 2008 - 2008
Skills
Entrepreneurship
Education
Stanford University
BA, Economics
Parthenon Capital Partners 2015 - Present
Technology Crossover Ventures 2011 - 2015
Thomas Weisel Partners 2009 - 2011
The Parthenon Group 2008 - 2008
Skills
Entrepreneurship
Education
Stanford University
BA, Economics
Dai Truong Dai Truong's Thomas Weisel Partners Experience July 2010 - December 2010
Job Director of Business Development at Help.com
Industry Computer Software
Experience
Help.com August 2015 - Present
Austin Ventures July 2013 - July 2015
Bank of America Merrill Lynch December 2010 - June 2013
Thomas Weisel Partners July 2010 - December 2010
Greenhill & Co. June 2009 - September 2009
City National Bank September 2008 - March 2009
City National Bank June 2008 - September 2008
Merrill Lynch 2007 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Internet, Digital Media, Software, Bloomberg, Credit, Private Equity, Strategy, Venture Capital, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Analysis, Start-ups, Strategic Partnerships
Education
UCLA
Bachelor of Arts (B.A.), Economics, Southeast Asian Studies
Help.com August 2015 - Present
Austin Ventures July 2013 - July 2015
Bank of America Merrill Lynch December 2010 - June 2013
Thomas Weisel Partners July 2010 - December 2010
Greenhill & Co. June 2009 - September 2009
City National Bank September 2008 - March 2009
City National Bank June 2008 - September 2008
Merrill Lynch 2007 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Internet, Digital Media, Software, Bloomberg, Credit, Private Equity, Strategy, Venture Capital, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Analysis, Start-ups, Strategic Partnerships
Education
UCLA
Bachelor of Arts (B.A.), Economics, Southeast Asian Studies
Steven Pho Steven Pho's Thomas Weisel Partners Experience January 2010 - April 2011
Job
Industry Internet
Experience
Favor August 2015 - Present
RetailMeNot, Inc. October 2013 - June 2015
RetailMeNot, Inc. July 2012 - October 2013
RetailMeNot, Inc. April 2011 - July 2012
Thomas Weisel Partners January 2010 - April 2011
Thomas Weisel Partners August 2007 - January 2010
Broadcom June 2006 - August 2006
Thomas Weisel Partners 2004 - 2005
Houlihan Lokey 2000 - 2003
California Office of Trade and Investments 1998 - 1998
Skills
Corporate Development, New Business Development, Strategic Partnerships, Team Leadership, Mergers, Start-ups, Valuation, Internet, Social Media, E-commerce, Digital Media, Competitive Analysis, Business Strategy, Entrepreneurship, Mergers, Venture Capital, Business Valuation, Upgrades, Adjustment Of Status, Business Development
Education
University of Southern California - Marshall School of Business
MBA
University of Denver
BSBA, Finance
Favor August 2015 - Present
RetailMeNot, Inc. October 2013 - June 2015
RetailMeNot, Inc. July 2012 - October 2013
RetailMeNot, Inc. April 2011 - July 2012
Thomas Weisel Partners January 2010 - April 2011
Thomas Weisel Partners August 2007 - January 2010
Broadcom June 2006 - August 2006
Thomas Weisel Partners 2004 - 2005
Houlihan Lokey 2000 - 2003
California Office of Trade and Investments 1998 - 1998
Skills
Corporate Development, New Business Development, Strategic Partnerships, Team Leadership, Mergers, Start-ups, Valuation, Internet, Social Media, E-commerce, Digital Media, Competitive Analysis, Business Strategy, Entrepreneurship, Mergers, Venture Capital, Business Valuation, Upgrades, Adjustment Of Status, Business Development
Education
University of Southern California - Marshall School of Business
MBA
University of Denver
BSBA, Finance
Michael Woods Michael Woods's Thomas Weisel Partners Experience May 2000 - September 2002
Job Managing Partner at Cypress Point Capital Management, LLC
Industry Investment Management
Experience
Cypress Point Capital Management, LLC June 2010 - Present
SDL Capital, LP October 2003 - June 2010
Imperial Capital September 2002 - October 2003
Thomas Weisel Partners May 2000 - September 2002
Dillon Read & Co. (UBS, AG) August 1998 - May 2000
Skills
Hedge Funds, Private Equity, Investments, Portfolio Management, Mergers & Acquisitions, Investment Banking, Corporate Finance, Investment Management, Trading, Financial Services, Strategy, Finance, Management, Capital, Credit, Alternative Investments, Sales, Equities, Asset Management, Capital Markets
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
B.A. in Finance with honors
Cypress Point Capital Management, LLC June 2010 - Present
SDL Capital, LP October 2003 - June 2010
Imperial Capital September 2002 - October 2003
Thomas Weisel Partners May 2000 - September 2002
Dillon Read & Co. (UBS, AG) August 1998 - May 2000
Skills
Hedge Funds, Private Equity, Investments, Portfolio Management, Mergers & Acquisitions, Investment Banking, Corporate Finance, Investment Management, Trading, Financial Services, Strategy, Finance, Management, Capital, Credit, Alternative Investments, Sales, Equities, Asset Management, Capital Markets
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
B.A. in Finance with honors
Anne-Marie Peterson Anne-Marie Peterson's Thomas Weisel Partners Experience January 1999 - March 2005
Job Investment Analyst/Portfolio Manager at Capital Group
Industry Investment Management
Experience
Capital Group April 2005 - Present
Thomas Weisel Partners January 1999 - March 2005
Montgomery Securities August 1994 - January 1999
Skills
Retail, Investments, Restaurants, Non-profit Boards, Equities, Asset Management, Equity Research, Portfolio Management
Education
UC Irvine 1990 — 1994
Bachelor of Science (BS), Economics
Capital Group April 2005 - Present
Thomas Weisel Partners January 1999 - March 2005
Montgomery Securities August 1994 - January 1999
Skills
Retail, Investments, Restaurants, Non-profit Boards, Equities, Asset Management, Equity Research, Portfolio Management
Education
UC Irvine 1990 — 1994
Bachelor of Science (BS), Economics
Lauren Zoob's Thomas Weisel Partners Experience August 2002 - August 2004
Job Manager, Business Development at American Express
Industry Financial Services
Experience
American Express May 2010 - Present
EveryScape June 2008 - April 2010
Cornish and Carey Commercial July 2006 - June 2008
Equity Office Properties September 2004 - June 2006
Thomas Weisel Partners August 2002 - August 2004
Skills
Marketing, New Business Development, Sales, Sales Operations, Strategy, Strategic Partnerships, Business Development, Salesforce.com, B2B, Business Strategy, Leadership
Education
UC Santa Barbara 1997 — 2001
Bachelor's degree, Psychology
University of California, Santa Barbara 1997 — 2001
Psychology, Psychology
American Express May 2010 - Present
EveryScape June 2008 - April 2010
Cornish and Carey Commercial July 2006 - June 2008
Equity Office Properties September 2004 - June 2006
Thomas Weisel Partners August 2002 - August 2004
Skills
Marketing, New Business Development, Sales, Sales Operations, Strategy, Strategic Partnerships, Business Development, Salesforce.com, B2B, Business Strategy, Leadership
Education
UC Santa Barbara 1997 — 2001
Bachelor's degree, Psychology
University of California, Santa Barbara 1997 — 2001
Psychology, Psychology
Bob Groenke Bob Groenke's Thomas Weisel Partners Experience April 2006 - June 2008
Job High Yield Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2011 - Present
Industrial Growth Partners August 2008 - July 2010
Thomas Weisel Partners April 2006 - June 2008
Merrill Lynch 2005 - 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Michigan 2001 — 2005
BA, Economics
St. Xavier High School 1997 — 2001
Franklin Templeton Investments June 2011 - Present
Industrial Growth Partners August 2008 - July 2010
Thomas Weisel Partners April 2006 - June 2008
Merrill Lynch 2005 - 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Michigan 2001 — 2005
BA, Economics
St. Xavier High School 1997 — 2001
Christina Bogatsky's Thomas Weisel Partners Experience March 2003 - April 2004
Job Media at Twitter
Industry Marketing and Advertising
Experience
Twitter August 2015 - Present
Twitter March 2012 - Present
Moxie Interactive September 2010 - February 2012
Sony Pictures Entertainment April 2006 - August 2010
The Clorox Company April 2004 - April 2006
Thomas Weisel Partners March 2003 - April 2004
Skills
Russian, Spanish, Strategic Partnerships, Digital Media, Online Advertising, Marketing Strategy, Social Media Marketing, Digital Marketing, Digital Strategy, Online Marketing, Mobile Marketing, Marketing, Market Research, Mobile Devices, Marketing Communications, Mobile Advertising, Start-ups, New Media, Brand Management, Integrated Marketing, Competitive Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2002
B.S., Business Administration
Twitter August 2015 - Present
Twitter March 2012 - Present
Moxie Interactive September 2010 - February 2012
Sony Pictures Entertainment April 2006 - August 2010
The Clorox Company April 2004 - April 2006
Thomas Weisel Partners March 2003 - April 2004
Skills
Russian, Spanish, Strategic Partnerships, Digital Media, Online Advertising, Marketing Strategy, Social Media Marketing, Digital Marketing, Digital Strategy, Online Marketing, Mobile Marketing, Marketing, Market Research, Mobile Devices, Marketing Communications, Mobile Advertising, Start-ups, New Media, Brand Management, Integrated Marketing, Competitive Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2002
B.S., Business Administration
Denise (Baynton) Wanchulak Denise (Baynton) Wanchulak's Thomas Weisel Partners Experience December 2005 - February 2010
Job Office Manager, Executive Assistant to CFO and Finance at Bankers Petroleum Ltd
Industry Oil & Energy
Experience
Bankers Petroleum Ltd May 2014 - Present
Bankers Petroleum Ltd February 2010 - Present
Thomas Weisel Partners December 2005 - February 2010
Skills
Project Planning, Microsoft Office, Energy, Microsoft Excel, Event Planning, Customer Service, Portfolio Management, Research, Strategic Planning, Employee Relations, Event Management, PowerPoint, Corporate Communications, Analysis, Project Management, Teamwork, Change Management, Organizational..., English
Education
The University of Calgary
Bachelor of Science (BSc), Primateology
Bankers Petroleum Ltd May 2014 - Present
Bankers Petroleum Ltd February 2010 - Present
Thomas Weisel Partners December 2005 - February 2010
Skills
Project Planning, Microsoft Office, Energy, Microsoft Excel, Event Planning, Customer Service, Portfolio Management, Research, Strategic Planning, Employee Relations, Event Management, PowerPoint, Corporate Communications, Analysis, Project Management, Teamwork, Change Management, Organizational..., English
Education
The University of Calgary
Bachelor of Science (BSc), Primateology
David G. Hibbs David G. Hibbs's Thomas Weisel Partners Experience 1999 - 2000
Job Managing Director Senior Relationship Management at Bank of America
Industry Banking
Experience
Bank of America July 2005 - July 2014
Morgan Stanley 2000 - 2005
Thomas Weisel Partners 1999 - 2000
Deutsche Bank 1992 - 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking, Commercial Banking, Credit Analysis, Risk Management, Credit Risk, Relationship Management, Mortgage Banking, Commercial Lending, Loan Origination, Financial Analysis, Credit Cards, Customer Service, Consumer Lending, Financial Risk, Business Analysis, Sales, Management, Investments, Capital Markets, Fixed Income, Equities
Education
University of Connecticut
Bachelor of Science (BS), Finance, General
Bank of America July 2005 - July 2014
Morgan Stanley 2000 - 2005
Thomas Weisel Partners 1999 - 2000
Deutsche Bank 1992 - 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking, Commercial Banking, Credit Analysis, Risk Management, Credit Risk, Relationship Management, Mortgage Banking, Commercial Lending, Loan Origination, Financial Analysis, Credit Cards, Customer Service, Consumer Lending, Financial Risk, Business Analysis, Sales, Management, Investments, Capital Markets, Fixed Income, Equities
Education
University of Connecticut
Bachelor of Science (BS), Finance, General
Cris Brines, CLCS Cris Brines, CLCS's Thomas Weisel Partners Experience February 2007 - March 2009
Job Partner, Brightpoint Insurance Group
Industry Insurance
Experience
Brightpoint Insurance Group March 2009 - Present
CBH Events, LLC October 2012 - December 2014
Thomas Weisel Partners February 2007 - March 2009
Merrill Lynch February 2005 - February 2007
Skills
Medicare Supplements, Healthcare, Investments, Health Insurance, Insurance, Market Research, Business Strategy, Marketing Strategy, New Business Development, Start-ups, Online Marketing, Venues, Medicare, Event Management, Corporate Events, Fitness, CRM, Negotiation, Entrepreneurship, Finance, Lead Generation, Long-term Care, Selling, Sales, Social Media, Direct Marketing, Equities, Social Media Marketing, Investment Banking, Disability Insurance, Sales Management, Business Development, Fundraising, Sales Presentations, Leadership, Budgets, Business Planning, Team Building, Financial Advisory, Salesforce.com, Financial Analysis, Strategic Planning, Event Planning, Competitive Analysis, Direct Sales, Customer Service, Relationship Management, Retirement, Online Advertising, Strategic Partnerships
Education
University of California, Davis 2000 — 2004
Bachelor of Arts, Economics
Brightpoint Insurance Group March 2009 - Present
CBH Events, LLC October 2012 - December 2014
Thomas Weisel Partners February 2007 - March 2009
Merrill Lynch February 2005 - February 2007
Skills
Medicare Supplements, Healthcare, Investments, Health Insurance, Insurance, Market Research, Business Strategy, Marketing Strategy, New Business Development, Start-ups, Online Marketing, Venues, Medicare, Event Management, Corporate Events, Fitness, CRM, Negotiation, Entrepreneurship, Finance, Lead Generation, Long-term Care, Selling, Sales, Social Media, Direct Marketing, Equities, Social Media Marketing, Investment Banking, Disability Insurance, Sales Management, Business Development, Fundraising, Sales Presentations, Leadership, Budgets, Business Planning, Team Building, Financial Advisory, Salesforce.com, Financial Analysis, Strategic Planning, Event Planning, Competitive Analysis, Direct Sales, Customer Service, Relationship Management, Retirement, Online Advertising, Strategic Partnerships
Education
University of California, Davis 2000 — 2004
Bachelor of Arts, Economics
M. Shehab Kamal, MBA, PMP, Lean Six Sigma M. Shehab Kamal, MBA, PMP, Lean Six Sigma's Thomas Weisel Partners Experience July 2007 - October 2008
Job AVP at Makosi Consulting
Industry Capital Markets
Experience
Makosi Consulting November 2014 - Present
American Express June 2014 - November 2014
TD October 2013 - February 2014
RBC Capital Markets August 2012 - July 2013
TD Securities October 2010 - August 2012
Deloitte October 2009 - October 2010
BMO Financial Group February 2009 - August 2009
Thomas Weisel Partners July 2007 - October 2008
BMO Financial Group September 2006 - April 2007
Merrill Lynch Canada June 1998 - December 2004
Skills
Capital Markets, Financial Analysis, Derivatives, SDLC, Risk Management, Equities, Portfolio Management, Trading, FX Options, Business Analysis, JIRA, Agile Project Management, Banking, Market Risk, Requirements Gathering, Business Process, Options
Education
York University - Schulich School of Business 2005 — 2006
MBA, Financial Engineering
University of Ottawa 1992 — 1997
Bachelors, Economics Math
Makosi Consulting November 2014 - Present
American Express June 2014 - November 2014
TD October 2013 - February 2014
RBC Capital Markets August 2012 - July 2013
TD Securities October 2010 - August 2012
Deloitte October 2009 - October 2010
BMO Financial Group February 2009 - August 2009
Thomas Weisel Partners July 2007 - October 2008
BMO Financial Group September 2006 - April 2007
Merrill Lynch Canada June 1998 - December 2004
Skills
Capital Markets, Financial Analysis, Derivatives, SDLC, Risk Management, Equities, Portfolio Management, Trading, FX Options, Business Analysis, JIRA, Agile Project Management, Banking, Market Risk, Requirements Gathering, Business Process, Options
Education
York University - Schulich School of Business 2005 — 2006
MBA, Financial Engineering
University of Ottawa 1992 — 1997
Bachelors, Economics Math
Steve McDermid Steve McDermid's Thomas Weisel Partners Experience July 2006 - July 2010
Job Partner at Andreessen Horowitz
Industry Venture Capital & Private Equity
Experience
Andreessen Horowitz April 2013 - Present
Stifel Nicolaus (fka Thomas Weisel Partners) July 2010 - March 2013
Thomas Weisel Partners July 2006 - July 2010
Citigroup Corporate and Investment Bank July 2001 - July 2004
Skills
Investment Banking, Valuation, Corporate Finance, Mergers, Venture Capital, Capital Markets, Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Mergers & Acquisitions, Financial Analysis, Economics, Due Diligence, Investments, Start-ups
Education
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2006
M.A.L.D.
Tuck School of Business at Dartmouth 2005 — 2005
Tufts University 1997 — 2001
B.A., Computer Science, Quantitative Economics
Andreessen Horowitz April 2013 - Present
Stifel Nicolaus (fka Thomas Weisel Partners) July 2010 - March 2013
Thomas Weisel Partners July 2006 - July 2010
Citigroup Corporate and Investment Bank July 2001 - July 2004
Skills
Investment Banking, Valuation, Corporate Finance, Mergers, Venture Capital, Capital Markets, Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Mergers & Acquisitions, Financial Analysis, Economics, Due Diligence, Investments, Start-ups
Education
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2006
M.A.L.D.
Tuck School of Business at Dartmouth 2005 — 2005
Tufts University 1997 — 2001
B.A., Computer Science, Quantitative Economics
Darnell Holloway's Thomas Weisel Partners Experience September 2007 - February 2009
Job Director of Local Business Outreach at Yelp, Inc.
Industry Internet
Experience
Yelp, Inc. July 2013 - Present
Yelp.com May 2011 - Present
Yelp.com May 2009 - May 2011
Thomas Weisel Partners September 2007 - February 2009
Merrill Lynch February 2007 - September 2007
UC Davis February 2006 - February 2007
Skills
Salesforce.com, Analytics, Lead Generation, Investments, Equities, Entrepreneurship, SEM, Online Advertising, Start-ups, Social Media Marketing, Social Media, Marketing, Small Business, Online Marketing, Sales, Strategy, Social Networking, Strategic Partnerships
Education
University of California, Davis 2002 — 2007
BA, Political Science
Yelp, Inc. July 2013 - Present
Yelp.com May 2011 - Present
Yelp.com May 2009 - May 2011
Thomas Weisel Partners September 2007 - February 2009
Merrill Lynch February 2007 - September 2007
UC Davis February 2006 - February 2007
Skills
Salesforce.com, Analytics, Lead Generation, Investments, Equities, Entrepreneurship, SEM, Online Advertising, Start-ups, Social Media Marketing, Social Media, Marketing, Small Business, Online Marketing, Sales, Strategy, Social Networking, Strategic Partnerships
Education
University of California, Davis 2002 — 2007
BA, Political Science
Rebecca Vizcarrondo's Thomas Weisel Partners Experience 2007 - 2011
Job Human Resource Consultant
Industry Human Resources
Experience
Conifer Financial Services April 2014 - Present
Teachscape November 2012 - May 2013
Conifer Financial Services February 2011 - 2012
Thomas Weisel Partners 2007 - 2011
Eurohypo AG August 2002 - December 2007
Cambridge Management Consulting June 1997 - December 2001
Advance Polymer Systems 1997 - 1997
GT Global Mutual Funds 1996 - 1997
Skills
Human Resources, Employee Relations, Employee Benefits, Recruiting, Onboarding, HRIS, Organizational..., Leadership, Talent Management, Talent Acquisition, Performance Management, Mergers, Succession Planning, Deferred Compensation, Change Management, Organizational Design, Personnel Management, Employee Engagement, Mergers & Acquisitions, Benefits Administration, Project Management, College Recruiting, New Hire Orientations, Due Diligence, Executive Reporting, Report Writing
Education
UC Davis 1987 — 1991
Bachelor of Science (B.S.), Design
Conifer Financial Services April 2014 - Present
Teachscape November 2012 - May 2013
Conifer Financial Services February 2011 - 2012
Thomas Weisel Partners 2007 - 2011
Eurohypo AG August 2002 - December 2007
Cambridge Management Consulting June 1997 - December 2001
Advance Polymer Systems 1997 - 1997
GT Global Mutual Funds 1996 - 1997
Skills
Human Resources, Employee Relations, Employee Benefits, Recruiting, Onboarding, HRIS, Organizational..., Leadership, Talent Management, Talent Acquisition, Performance Management, Mergers, Succession Planning, Deferred Compensation, Change Management, Organizational Design, Personnel Management, Employee Engagement, Mergers & Acquisitions, Benefits Administration, Project Management, College Recruiting, New Hire Orientations, Due Diligence, Executive Reporting, Report Writing
Education
UC Davis 1987 — 1991
Bachelor of Science (B.S.), Design
Kevin Kitajima Kevin Kitajima's Thomas Weisel Partners Experience June 2008 - August 2008
Job Strategy at Booz & Company PwC Strategy& Digital & Media
Industry Management Consulting
Experience
Booz & Company November 2013 - Present
Los Angeles Times October 2011 - November 2013
Los Angeles Times December 2010 - November 2011
Rentech February 2010 - December 2010
Stakeware December 2009 - February 2010
JAIC America, Inc. January 2009 - March 2009
Thomas Weisel Partners June 2008 - August 2008
Deloitte June 2004 - June 2007
Skills
Project Management, Strategy, Finance, Marketing, SAP Implementation, Financial Modeling, Competitive Analysis, Business Strategy, Management Consulting, Financial Analysis, Strategic Planning, Business Development, Business Intelligence, Business Analysis, Change Management, Budgets, SAP, Product Management, Start-ups, Market Research, Digital Media, Mergers & Acquisitions, Management, Analysis, Business Planning, Due Diligence, Product Development, Strategic Partnerships, Analytics, Consulting, Digital Strategy, Marketing Strategy, Executive Management, Leadership, Corporate Development, Cross-functional Team..., Program Management, Venture Capital, Online Marketing, Online Advertising, Business Process...
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
University of California, Los Angeles 1998 — 2002
B.A., Business Economics
Bellarmine College Preparatory 1993 — 1997
Booz & Company November 2013 - Present
Los Angeles Times October 2011 - November 2013
Los Angeles Times December 2010 - November 2011
Rentech February 2010 - December 2010
Stakeware December 2009 - February 2010
JAIC America, Inc. January 2009 - March 2009
Thomas Weisel Partners June 2008 - August 2008
Deloitte June 2004 - June 2007
Skills
Project Management, Strategy, Finance, Marketing, SAP Implementation, Financial Modeling, Competitive Analysis, Business Strategy, Management Consulting, Financial Analysis, Strategic Planning, Business Development, Business Intelligence, Business Analysis, Change Management, Budgets, SAP, Product Management, Start-ups, Market Research, Digital Media, Mergers & Acquisitions, Management, Analysis, Business Planning, Due Diligence, Product Development, Strategic Partnerships, Analytics, Consulting, Digital Strategy, Marketing Strategy, Executive Management, Leadership, Corporate Development, Cross-functional Team..., Program Management, Venture Capital, Online Marketing, Online Advertising, Business Process...
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
University of California, Los Angeles 1998 — 2002
B.A., Business Economics
Bellarmine College Preparatory 1993 — 1997
Dana Fox Dana Fox's Thomas Weisel Partners Experience July 2001 - July 2003
Job Director, Financial Planning & Analysis at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
Charles Schwab March 2012 - September 2013
Charles Schwab December 2009 - March 2012
Gryphon Investors August 2007 - March 2009
Tailwind Capital Partners July 2003 - May 2005
Thomas Weisel Partners July 2001 - July 2003
Education
Stanford University Graduate School of Business 2005 — 2007
M.B.A., Business
University of Pennsylvania 1997 — 2001
B.S. in Economics, B.S. in Engineering, Finance, Electrical Engineering
Charles Schwab September 2013 - Present
Charles Schwab March 2012 - September 2013
Charles Schwab December 2009 - March 2012
Gryphon Investors August 2007 - March 2009
Tailwind Capital Partners July 2003 - May 2005
Thomas Weisel Partners July 2001 - July 2003
Education
Stanford University Graduate School of Business 2005 — 2007
M.B.A., Business
University of Pennsylvania 1997 — 2001
B.S. in Economics, B.S. in Engineering, Finance, Electrical Engineering
Jordan Roberts, CFA Jordan Roberts, CFA's Thomas Weisel Partners Experience September 2005 - September 2006
Job EverStream Energy Capital Management
Industry Renewables & Environment
Experience
EverStream Energy Capital Management August 2014 - Present
BrightSource Energy, Inc. June 2013 - July 2014
BrightSource Energy, Inc. November 2011 - May 2013
BrightSource Energy, Inc. July 2010 - November 2011
Atlas Renewables, LLC August 2009 - May 2010
First Wind June 2009 - August 2009
Jefferies & Company September 2006 - March 2008
Thomas Weisel Partners September 2005 - September 2006
Douglas C. Lane & Associates, Inc. July 2003 - August 2005
Skills
Energy, Renewable Energy, Project Finance, Corporate Finance, Business Development, Business Strategy, Capital Raising, Contract Negotiation, International..., Capital Markets, Capital Budgeting, Leadership, Solar Energy, Oil/Gas, Investment Management, Financial Modeling, Strategic Partnerships, Competitive Analysis, Market Analysis, Finance, Investments, Cleantech, Valuation, Corporate Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Entrepreneurial Management
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA (with Honors), Finance, Investment & Banking
EverStream Energy Capital Management August 2014 - Present
BrightSource Energy, Inc. June 2013 - July 2014
BrightSource Energy, Inc. November 2011 - May 2013
BrightSource Energy, Inc. July 2010 - November 2011
Atlas Renewables, LLC August 2009 - May 2010
First Wind June 2009 - August 2009
Jefferies & Company September 2006 - March 2008
Thomas Weisel Partners September 2005 - September 2006
Douglas C. Lane & Associates, Inc. July 2003 - August 2005
Skills
Energy, Renewable Energy, Project Finance, Corporate Finance, Business Development, Business Strategy, Capital Raising, Contract Negotiation, International..., Capital Markets, Capital Budgeting, Leadership, Solar Energy, Oil/Gas, Investment Management, Financial Modeling, Strategic Partnerships, Competitive Analysis, Market Analysis, Finance, Investments, Cleantech, Valuation, Corporate Development, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Entrepreneurial Management
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA (with Honors), Finance, Investment & Banking
Brian Kasser's Thomas Weisel Partners Experience July 1999 - October 2001
Job Managing Director, Global Software Practice Leader, Retained Executive Search at Russell Reynolds Associates
Industry Management Consulting
Experience
Russell Reynolds Associates August 2003 - Present
Thomas Weisel Partners July 1999 - October 2001
Lehman Brothers November 1996 - July 1999
Salomon Brothers May 1994 - October 1996
Accenture July 1990 - June 1993
Skills
Private Equity/Venture..., Corporate Development, Private Equity, Investment Banking, Mergers, Technology..., Technical Recruiting, Executive Search, Strategy, Venture Capital, Management, SaaS, Start-ups, Leadership, Enterprise Software, Business Development, Professional Services, Consulting, Business Strategy
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Vanderbilt University 1986 — 1990
BA, Economics
Menlo School, Atherton CA 1981 — 1986
Russell Reynolds Associates August 2003 - Present
Thomas Weisel Partners July 1999 - October 2001
Lehman Brothers November 1996 - July 1999
Salomon Brothers May 1994 - October 1996
Accenture July 1990 - June 1993
Skills
Private Equity/Venture..., Corporate Development, Private Equity, Investment Banking, Mergers, Technology..., Technical Recruiting, Executive Search, Strategy, Venture Capital, Management, SaaS, Start-ups, Leadership, Enterprise Software, Business Development, Professional Services, Consulting, Business Strategy
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Vanderbilt University 1986 — 1990
BA, Economics
Menlo School, Atherton CA 1981 — 1986
Sam Wilson, CFA Sam Wilson, CFA's Thomas Weisel Partners Experience June 2008 - August 2008
Job Regional Director of Investment Practice Strategy, Portfolio Manager
Industry Financial Services
Experience
Northern Trust May 2013 - Present
Wilmington Trust June 2010 - May 2013
Thomas Weisel Partners June 2008 - August 2008
Kellogg Partners April 2004 - May 2007
ABN AMRO July 2002 - March 2004
Skills
Investments, Valuation, Equities, Options, Trading, Financial Modeling, Portfolio Management, Asset Allocation, Investment Management, ETFs, Capital Markets, Bloomberg, Finance, Investment Strategies
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, Business Administration and Management, General
Williams College 1998 — 2002
B.A., Psychology, 3.4
Northern Trust May 2013 - Present
Wilmington Trust June 2010 - May 2013
Thomas Weisel Partners June 2008 - August 2008
Kellogg Partners April 2004 - May 2007
ABN AMRO July 2002 - March 2004
Skills
Investments, Valuation, Equities, Options, Trading, Financial Modeling, Portfolio Management, Asset Allocation, Investment Management, ETFs, Capital Markets, Bloomberg, Finance, Investment Strategies
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, Business Administration and Management, General
Williams College 1998 — 2002
B.A., Psychology, 3.4
Royce Tsuji Royce Tsuji's Thomas Weisel Partners Experience March 2008 - July 2010
Job Trading
Industry Financial Services
Experience
CenterPoint Securities November 2012 - Present
CapStone Investments May 2011 - November 2012
Thomas Weisel Partners March 2008 - July 2010
LPL Financial September 2005 - December 2007
Skills
Japanese Bilingual, NASD Series 7, 55, 66
Education
University of California, San Diego 2001 — 2005
B.Sc, Management Science
CenterPoint Securities November 2012 - Present
CapStone Investments May 2011 - November 2012
Thomas Weisel Partners March 2008 - July 2010
LPL Financial September 2005 - December 2007
Skills
Japanese Bilingual, NASD Series 7, 55, 66
Education
University of California, San Diego 2001 — 2005
B.Sc, Management Science
Clark Spurrier Clark Spurrier's Thomas Weisel Partners Experience 2001 - 2004
Job Founder & CEO at Spurrier Capital Partners
Industry Investment Banking
Experience
Spurrier Capital Partners 2009 - Present
Spurrier Capital Partners 2009 - Present
CIBC World Markets/Oppenheimer 2005 - 2008
Thomas Weisel Partners 2001 - 2004
Morgan Stanley 1998 - 2001
JP Morgan 1992 - 1998
US Army 1984 - 1989
Skills
Venture Capital, Investment Banking, Mergers, Private Equity, Corporate Development, Valuation, Corporate Finance, Financial Modeling, LBO, M&A experience, Equities, IPO, Private Placements, Capital Raising, Capital Markets
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, General Management and Finance
United States Military Academy at West Point 1980 — 1984
BS, General Management and Engineering
Spurrier Capital Partners 2009 - Present
Spurrier Capital Partners 2009 - Present
CIBC World Markets/Oppenheimer 2005 - 2008
Thomas Weisel Partners 2001 - 2004
Morgan Stanley 1998 - 2001
JP Morgan 1992 - 1998
US Army 1984 - 1989
Skills
Venture Capital, Investment Banking, Mergers, Private Equity, Corporate Development, Valuation, Corporate Finance, Financial Modeling, LBO, M&A experience, Equities, IPO, Private Placements, Capital Raising, Capital Markets
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, General Management and Finance
United States Military Academy at West Point 1980 — 1984
BS, General Management and Engineering
Mathew Salter, CFA Mathew Salter, CFA's Thomas Weisel Partners Experience July 2007 - February 2008
Job Portfolio Manager at Cisco
Industry Investment Banking
Experience
Cisco September 2014 - Present
Wells Fargo Securities October 2010 - July 2014
Oppenheimer & Co January 2010 - October 2010
Thomas Weisel Partners July 2007 - February 2008
East Peak Advisors April 2005 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Mergers & Acquisitions, IPO, Private Equity, Venture Capital, Corporate Development, Valuation, Equity Research, Mergers, Private Placements, Equities, Investments, Digital Media, Investor Relations, Leveraged Finance, Due Diligence, DCF, Finance, Corporate Finance, Charitable Remainder..., Cultural Institutions, Prison Ministry, Red Carpet, M&A experience, Portfolio Management, LBO, Trading, Portfolio Performance..., Performance Attribution, Risk Analysis, Treasury Management
Education
University of California, Berkeley, Haas School of Business 1997 — 2001
B.S., Business Administration
Cisco September 2014 - Present
Wells Fargo Securities October 2010 - July 2014
Oppenheimer & Co January 2010 - October 2010
Thomas Weisel Partners July 2007 - February 2008
East Peak Advisors April 2005 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Mergers & Acquisitions, IPO, Private Equity, Venture Capital, Corporate Development, Valuation, Equity Research, Mergers, Private Placements, Equities, Investments, Digital Media, Investor Relations, Leveraged Finance, Due Diligence, DCF, Finance, Corporate Finance, Charitable Remainder..., Cultural Institutions, Prison Ministry, Red Carpet, M&A experience, Portfolio Management, LBO, Trading, Portfolio Performance..., Performance Attribution, Risk Analysis, Treasury Management
Education
University of California, Berkeley, Haas School of Business 1997 — 2001
B.S., Business Administration
Damaari Drumright Damaari Drumright's Thomas Weisel Partners Experience November 2003 - January 2004
Job
Industry Biotechnology
Experience
Amgen November 2013 - Present
Amgen January 2013 - October 2013
Amgen January 2012 - January 2013
Amgen January 2011 - January 2012
Amgen January 2010 - December 2010
Intel March 2008 - January 2010
Intel Corporation July 2006 - March 2008
Citigroup June 2004 - August 2004
Thomas Weisel Partners November 2003 - January 2004
Banc of America Securities January 2000 - August 2003
Skills
Negotiation, Analysis, Financial Modeling, Financial Analysis, Risk Management, Valuation, Corporate Finance, Business Strategy, Strategic Planning, Cross-functional Team..., Finance, Forecasting, Change Management, Procurement, Competitive Analysis, International Business, Strategic Partnerships, Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
WHU in Koblenz, Germany
University of California, Berkeley
B.A.
Amgen November 2013 - Present
Amgen January 2013 - October 2013
Amgen January 2012 - January 2013
Amgen January 2011 - January 2012
Amgen January 2010 - December 2010
Intel March 2008 - January 2010
Intel Corporation July 2006 - March 2008
Citigroup June 2004 - August 2004
Thomas Weisel Partners November 2003 - January 2004
Banc of America Securities January 2000 - August 2003
Skills
Negotiation, Analysis, Financial Modeling, Financial Analysis, Risk Management, Valuation, Corporate Finance, Business Strategy, Strategic Planning, Cross-functional Team..., Finance, Forecasting, Change Management, Procurement, Competitive Analysis, International Business, Strategic Partnerships, Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
WHU in Koblenz, Germany
University of California, Berkeley
B.A.
Blair Abernethy Blair Abernethy's Thomas Weisel Partners Experience June 2007 - April 2010
Job Managing Director Equity Research, Technology Analyst at Industrial Alliance Securities
Industry Investment Banking
Experience
Industrial Alliance Securities July 2015 - Present
Cantor Fitzgerald November 2013 - October 2014
Stifel Nicolaus April 2010 - August 2013
Thomas Weisel Partners June 2007 - April 2010
Clarus Securities May 2006 - May 2007
Paradigm Capital March 2002 - April 2006
HSBC Securities 1999 - 2002
GE Capital 1995 - 1999
Bank of Nova Scotia 1989 - 1995
Schlumberger Technologies July 1984 - December 1988
Skills
Venture Capital, Telecommunications, Valuation, Technical Analysis, Investment Banking, Financial Modeling, Equities, Due Diligence, Capital Markets, Bloomberg, Management, Research, Equity Research, Investments, Equity Valuation, Securities
Education
University of Toronto 1988 — 1989
MBA, Finance
University of Michigan 1980 — 1984
BSc, Electrical Engineering
Industrial Alliance Securities July 2015 - Present
Cantor Fitzgerald November 2013 - October 2014
Stifel Nicolaus April 2010 - August 2013
Thomas Weisel Partners June 2007 - April 2010
Clarus Securities May 2006 - May 2007
Paradigm Capital March 2002 - April 2006
HSBC Securities 1999 - 2002
GE Capital 1995 - 1999
Bank of Nova Scotia 1989 - 1995
Schlumberger Technologies July 1984 - December 1988
Skills
Venture Capital, Telecommunications, Valuation, Technical Analysis, Investment Banking, Financial Modeling, Equities, Due Diligence, Capital Markets, Bloomberg, Management, Research, Equity Research, Investments, Equity Valuation, Securities
Education
University of Toronto 1988 — 1989
MBA, Finance
University of Michigan 1980 — 1984
BSc, Electrical Engineering
ted schroeder ted schroeder's Thomas Weisel Partners Experience 1999 - 2001
Job VP at Tamalpais Asset Management
Industry Investment Management
Experience
Tamalpais Asset Management 2006 - January 2012
Creedon Keller & Partners 2002 - 2005
Thomas Weisel Partners 1999 - 2001
Skills
Hedge Funds, Valuation, Fixed Income, Bloomberg, Alternative Investments, Series 7
Education
UC Berkeley
Bachelor's degree, Economics
Tamalpais Asset Management 2006 - January 2012
Creedon Keller & Partners 2002 - 2005
Thomas Weisel Partners 1999 - 2001
Skills
Hedge Funds, Valuation, Fixed Income, Bloomberg, Alternative Investments, Series 7
Education
UC Berkeley
Bachelor's degree, Economics
Molly Kaplan's Thomas Weisel Partners Experience August 1999 - May 2001
Job Experienced Technical Manager
Industry Investment Management
Experience
Self Employed - Available for Contract July 2009 - Present
Capital Group July 2001 - July 2009
Thomas Weisel Partners August 1999 - May 2001
Skills
IT Management, Management, Business Analysis, Leadership, Systems Analysis, Process Improvement, Disaster Recovery, ITIL, IT Strategy, Business Process, SDLC, Vendor Management, IT Service Management, Integration
Education
The University of Kansas 1995 — 1999
Self Employed - Available for Contract July 2009 - Present
Capital Group July 2001 - July 2009
Thomas Weisel Partners August 1999 - May 2001
Skills
IT Management, Management, Business Analysis, Leadership, Systems Analysis, Process Improvement, Disaster Recovery, ITIL, IT Strategy, Business Process, SDLC, Vendor Management, IT Service Management, Integration
Education
The University of Kansas 1995 — 1999
Douglas Reid's Thomas Weisel Partners Experience February 2002 - July 2010
Job Senior Vice President, Research Analyst at Atalanta Sosnoff Capital
Industry Investment Management
Experience
Atalanta Sosnoff Capital April 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners February 2002 - July 2010
Bear Stearns August 1999 - August 2001
ING Barings February 1995 - August 1997
Skills
Chartered Financial..., Portfolio Management, Equity Research, Macroeconomics, Financial Modeling, Valuation, Equities, Alternative Investments, Emerging Markets, Hedge Funds, Investments, Capital Markets
Education
University of Rochester - Simon School of Business 1997 — 1999
MBA, Finance
University of Ottawa / Université d'Ottawa 1990 — 1994
BCom, BSocSc (Economics)
Atalanta Sosnoff Capital April 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners February 2002 - July 2010
Bear Stearns August 1999 - August 2001
ING Barings February 1995 - August 1997
Skills
Chartered Financial..., Portfolio Management, Equity Research, Macroeconomics, Financial Modeling, Valuation, Equities, Alternative Investments, Emerging Markets, Hedge Funds, Investments, Capital Markets
Education
University of Rochester - Simon School of Business 1997 — 1999
MBA, Finance
University of Ottawa / Université d'Ottawa 1990 — 1994
BCom, BSocSc (Economics)
Michael Flaim's Thomas Weisel Partners Experience July 2003 - July 2005
Job Director of Finance, Home & Alternative Modalities at DaVita
Industry Hospital & Health Care
Experience
DaVita January 2014 - Present
TriZetto Corporation April 2013 - January 2014
Robert W. Baird & Co. July 2010 - March 2013
The Leukemia & Lymphoma Society June 2009 - September 2009
Ascend Health Corp. February 2008 - July 2008
CHL Medical Partners July 2005 - January 2008
Thomas Weisel Partners July 2003 - July 2005
Index Ventures July 2002 - September 2002
RCF Consulting June 2001 - September 2001
Skills
Healthcare, Corporate Development, Mergers & Acquisitions, Venture Capital, Private Equity, Investment Banking, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Strategy, Finance, Communication, Equities
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA
The University of Chicago 1999 — 2003
B.A.
The London School of Economics and Political Science (LSE) 2001 — 2002
DaVita January 2014 - Present
TriZetto Corporation April 2013 - January 2014
Robert W. Baird & Co. July 2010 - March 2013
The Leukemia & Lymphoma Society June 2009 - September 2009
Ascend Health Corp. February 2008 - July 2008
CHL Medical Partners July 2005 - January 2008
Thomas Weisel Partners July 2003 - July 2005
Index Ventures July 2002 - September 2002
RCF Consulting June 2001 - September 2001
Skills
Healthcare, Corporate Development, Mergers & Acquisitions, Venture Capital, Private Equity, Investment Banking, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Strategy, Finance, Communication, Equities
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA
The University of Chicago 1999 — 2003
B.A.
The London School of Economics and Political Science (LSE) 2001 — 2002
Neil Waldman's Thomas Weisel Partners Experience July 2000 - November 2001
Job Managing Member at Waldman Capital Management
Industry Investment Management
Experience
Waldman Capital Management January 2008 - Present
Wooster Capital Management December 2006 - January 2008
Fortress Investment Group February 2004 - November 2006
Flexplay Technologies January 2003 - February 2004
Boyar Asset Management April 2002 - December 2002
Thomas Weisel Partners July 2000 - November 2001
Skills
Hedge Funds, Alternative Investments, Equities, Investment Management, Asset Allocation, Investment Strategies, Fund Of Funds, Trading, Global Macro, Long/Short Equity, Financial Risk, Investments, Equity Research, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2000
MAcc, Accounting, Finance
University of Michigan 1995 — 1999
BGS, General Studies
Waldman Capital Management January 2008 - Present
Wooster Capital Management December 2006 - January 2008
Fortress Investment Group February 2004 - November 2006
Flexplay Technologies January 2003 - February 2004
Boyar Asset Management April 2002 - December 2002
Thomas Weisel Partners July 2000 - November 2001
Skills
Hedge Funds, Alternative Investments, Equities, Investment Management, Asset Allocation, Investment Strategies, Fund Of Funds, Trading, Global Macro, Long/Short Equity, Financial Risk, Investments, Equity Research, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2000
MAcc, Accounting, Finance
University of Michigan 1995 — 1999
BGS, General Studies
David A Saenz's Thomas Weisel Partners Experience September 1999 - July 2001
Job Finance Manager at Enterprise Community Investment
Industry Financial Services
Experience
Enterprise Community Investment, Inc. September 2006 - Present
U.S. Foodservice February 2005 - September 2006
Hiland Group, Inc. August 2001 - January 2005
Thomas Weisel Partners September 1999 - July 2001
J.P. Morgan Securities September 1998 - September 1999
Skills
Financial Planning, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Investor Relations, Valuation, Mergers, Company Acquisitions, Capital Raises, Business Operations..., Business Strategy, Strategic Planning, Distribution, Supply Chain, Real Estate, Mergers & Acquisitions, Analysis, Strategic Financial..., Operations Management, Investment Banking, Capital, Finance, Asset Management, Investments, Management, Public Speaking
Education
Loyola University Maryland 2009 — 2012
MBA
University of California, Los Angeles 1994 — 1998
BA
Loyola High School, Los Angeles 1990 — 1994
Enterprise Community Investment, Inc. September 2006 - Present
U.S. Foodservice February 2005 - September 2006
Hiland Group, Inc. August 2001 - January 2005
Thomas Weisel Partners September 1999 - July 2001
J.P. Morgan Securities September 1998 - September 1999
Skills
Financial Planning, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Investor Relations, Valuation, Mergers, Company Acquisitions, Capital Raises, Business Operations..., Business Strategy, Strategic Planning, Distribution, Supply Chain, Real Estate, Mergers & Acquisitions, Analysis, Strategic Financial..., Operations Management, Investment Banking, Capital, Finance, Asset Management, Investments, Management, Public Speaking
Education
Loyola University Maryland 2009 — 2012
MBA
University of California, Los Angeles 1994 — 1998
BA
Loyola High School, Los Angeles 1990 — 1994
Juliana Terheyden's Thomas Weisel Partners Experience 2001 - 2004
Job
Industry Nonprofit Organization Management
Experience
Homebridge, Inc. September 2013 - Present
Homeless Prenatal Program November 2014 - Present
The Arc of San Francisco November 2009 - February 2015
Cambridge Associates LLC 2007 - March 2013
Wells Fargo June 2006 - August 2006
Rotaplast International 2005 - 2005
Thomas Weisel Partners 2001 - 2004
Skills
Investment analysis, endowment management, client relationship..., presenting to executive..., non-profit board member, volunteer engagement, Writing, Non-profits, Project Management, Valuation, CRM, Endowments, Nonprofits, Program Management, Financial Analysis, Cash Flow Forecasting, Fundraising, Event Planning, Senior Executive..., Governance, Logistics, Investments, Finance, Philanthropy, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
Master of Business Administration (MBA)
Stanford University 1997 — 2001
BA
St. Ignatius College Preparatory
Homebridge, Inc. September 2013 - Present
Homeless Prenatal Program November 2014 - Present
The Arc of San Francisco November 2009 - February 2015
Cambridge Associates LLC 2007 - March 2013
Wells Fargo June 2006 - August 2006
Rotaplast International 2005 - 2005
Thomas Weisel Partners 2001 - 2004
Skills
Investment analysis, endowment management, client relationship..., presenting to executive..., non-profit board member, volunteer engagement, Writing, Non-profits, Project Management, Valuation, CRM, Endowments, Nonprofits, Program Management, Financial Analysis, Cash Flow Forecasting, Fundraising, Event Planning, Senior Executive..., Governance, Logistics, Investments, Finance, Philanthropy, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
Master of Business Administration (MBA)
Stanford University 1997 — 2001
BA
St. Ignatius College Preparatory
Douglas Melsheimer's Thomas Weisel Partners Experience January 1999 - February 2001
Job Partner at Bulger Partners
Industry Investment Banking
Experience
Bulger Partners January 2013 - Present
Harbor View Advisors, LLC September 2008 - December 2012
Vurv Technology, Inc. March 2005 - September 2008
EXIT41, Inc. March 2003 - March 2005
Thomas Weisel Venture Partners February 2001 - September 2002
Thomas Weisel Partners January 1999 - February 2001
NationsBanc Montgomery Securities August 1998 - January 1999
Skills
Private Placements, Mergers, Corporate Development, Investment Banking, Strategic Planning, Business Strategy, SaaS, Strategy Development, Due Diligence, Business Planning, Venture Capital, Strategy, Mergers & Acquisitions, Consulting, Enterprise Software, Strategic Partnerships, Talent Acquisition, Start-ups, Business Development, Corporate Finance, Cloud Computing, Management Consulting, Investments, IPO, Finance, Acquisitions, Capital Raising
Education
Stanford University
B.A.
Bulger Partners January 2013 - Present
Harbor View Advisors, LLC September 2008 - December 2012
Vurv Technology, Inc. March 2005 - September 2008
EXIT41, Inc. March 2003 - March 2005
Thomas Weisel Venture Partners February 2001 - September 2002
Thomas Weisel Partners January 1999 - February 2001
NationsBanc Montgomery Securities August 1998 - January 1999
Skills
Private Placements, Mergers, Corporate Development, Investment Banking, Strategic Planning, Business Strategy, SaaS, Strategy Development, Due Diligence, Business Planning, Venture Capital, Strategy, Mergers & Acquisitions, Consulting, Enterprise Software, Strategic Partnerships, Talent Acquisition, Start-ups, Business Development, Corporate Finance, Cloud Computing, Management Consulting, Investments, IPO, Finance, Acquisitions, Capital Raising
Education
Stanford University
B.A.
Jake Fuller's Thomas Weisel Partners Experience December 2000 - February 2009
Job Research AnalystGaming, Lodging & eTravel
Industry Leisure, Travel & Tourism
Experience
FBR November 2013 - February 2015
Lazard Capital Markets 2011 - October 2013
Soleil Securities May 2009 - January 2011
Thomas Weisel Partners December 2000 - February 2009
Credit Suisse 1999 - 2000
Donaldson, Lufkin & Jenrette 1996 - 1999
Dow Jones-Federal Filings Newswire December 1992 - March 1996
Skills
Hotels, Online Travel, Investment Banking, Equity Research, Valuation, Management, Competitive Analysis, Business Strategy, Venture Capital, Start-ups, Private Equity, Portfolio Management, Mergers, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Equities, Corporate Development, Capital Markets, Bloomberg, Asset Management
Education
University at Albany, SUNY
FBR November 2013 - February 2015
Lazard Capital Markets 2011 - October 2013
Soleil Securities May 2009 - January 2011
Thomas Weisel Partners December 2000 - February 2009
Credit Suisse 1999 - 2000
Donaldson, Lufkin & Jenrette 1996 - 1999
Dow Jones-Federal Filings Newswire December 1992 - March 1996
Skills
Hotels, Online Travel, Investment Banking, Equity Research, Valuation, Management, Competitive Analysis, Business Strategy, Venture Capital, Start-ups, Private Equity, Portfolio Management, Mergers, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Equities, Corporate Development, Capital Markets, Bloomberg, Asset Management
Education
University at Albany, SUNY
Sara Pralle's Thomas Weisel Partners Experience June 2000 - August 2001
Job Institutional Sales at Topeka Capital Markets
Industry Capital Markets
Experience
Topeka Capital Markets, Inc June 2014 - Present
UBS December 2005 - January 2014
JMP Securities June 2003 - December 2005
JMP Securities October 2001 - June 2003
Thomas Weisel Partners June 2000 - August 2001
Dain Rauscher Wessels June 1995 - June 2000
Skills
Equities, Equity Capital Markets, Series 7, Equity Research, Investment Strategies, Financial Markets, Series 63, Capital Markets, Financial Services, Investments, Securities, Asset Allocation, Alternative Investments
Education
University of Minnesota-Twin Cities
BA
Topeka Capital Markets, Inc June 2014 - Present
UBS December 2005 - January 2014
JMP Securities June 2003 - December 2005
JMP Securities October 2001 - June 2003
Thomas Weisel Partners June 2000 - August 2001
Dain Rauscher Wessels June 1995 - June 2000
Skills
Equities, Equity Capital Markets, Series 7, Equity Research, Investment Strategies, Financial Markets, Series 63, Capital Markets, Financial Services, Investments, Securities, Asset Allocation, Alternative Investments
Education
University of Minnesota-Twin Cities
BA
Eric Ross's Thomas Weisel Partners Experience 1999 - 2002
Job Managing Partner at Watch Harbor Asset Management
Industry Investment Banking
Experience
Watch Harbor Asset Management December 2009 - Present
Canaccord Adams September 2007 - January 2010
ThinkEquity June 2004 - September 2007
ThinkEquity Partners 2004 - 2007
Improv Systems 2004 - 2007
Investec 2002 - 2004
Thomas Weisel Partners 1999 - 2002
Montgomery Securities November 1997 - February 1999
Bank of America Securities 1997 - 1999
Nationsbanc Montgomery 1997 - 1999
Skills
Financial Modeling, Valuation, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Corporate Finance
Education
University of California, Berkeley 1992 — 1994
MS, Chemistry
University of Rochester 1988 — 1992
BS, Chemistry
Watch Harbor Asset Management December 2009 - Present
Canaccord Adams September 2007 - January 2010
ThinkEquity June 2004 - September 2007
ThinkEquity Partners 2004 - 2007
Improv Systems 2004 - 2007
Investec 2002 - 2004
Thomas Weisel Partners 1999 - 2002
Montgomery Securities November 1997 - February 1999
Bank of America Securities 1997 - 1999
Nationsbanc Montgomery 1997 - 1999
Skills
Financial Modeling, Valuation, Investments, Equities, Private Equity, Capital Markets, Investment Banking, Venture Capital, Mergers & Acquisitions, Corporate Finance
Education
University of California, Berkeley 1992 — 1994
MS, Chemistry
University of Rochester 1988 — 1992
BS, Chemistry
Jake Stroud's Thomas Weisel Partners Experience September 2006 - September 2007
Job President at Axiom Resource Partners
Industry Oil & Energy
Experience
Axiom Resource Partners January 2012 - Present
Stroud Exploration Company September 2007 - August 2010
Thomas Weisel Partners September 2006 - September 2007
Integrated Finance Limited May 2005 - September 2006
Skills
Energy, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Capital Markets, Business Valuation, Business Strategy, Oil & Gas Exploration
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
MBA, Entrepreneurship
Texas A&M University - Mays Business School 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Axiom Resource Partners January 2012 - Present
Stroud Exploration Company September 2007 - August 2010
Thomas Weisel Partners September 2006 - September 2007
Integrated Finance Limited May 2005 - September 2006
Skills
Energy, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Capital Markets, Business Valuation, Business Strategy, Oil & Gas Exploration
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
MBA, Entrepreneurship
Texas A&M University - Mays Business School 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Peter Lawson's Thomas Weisel Partners Experience May 2004 - July 2010
Job To be announced
Industry Investment Banking
Experience
Mizuho Securities USA August 2010 - September 2015
Thomas Weisel Partners May 2004 - July 2010
Albert Einstein College of Medicine 2000 - 2004
Oxford University 1992 - 2000
Skills
Biotechnology, Oncology, Equity Research, Molecular Biology, Financial Modeling, Equities, Valuation, Financial Analysis, Life Sciences, Securities, Healthcare, Market Research, Diagnostics
Education
University of Oxford 1995 — 2000
DPhil (Oxon), Biochemistry
UCL 1988 — 1992
Bsc(Hons), Physiology
Magdalen College School 1981 — 1988
Mizuho Securities USA August 2010 - September 2015
Thomas Weisel Partners May 2004 - July 2010
Albert Einstein College of Medicine 2000 - 2004
Oxford University 1992 - 2000
Skills
Biotechnology, Oncology, Equity Research, Molecular Biology, Financial Modeling, Equities, Valuation, Financial Analysis, Life Sciences, Securities, Healthcare, Market Research, Diagnostics
Education
University of Oxford 1995 — 2000
DPhil (Oxon), Biochemistry
UCL 1988 — 1992
Bsc(Hons), Physiology
Magdalen College School 1981 — 1988
Jason Valdez's Thomas Weisel Partners Experience March 2000 - February 2003
Job Managing Director, Head of Global Equity Trading
Industry Financial Services
Experience
Penserra Securities LLC April 2008 - Present
Rosenblatt Securities September 2005 - December 2009
Frank Russell Securities June 2003 - September 2005
Thomas Weisel Partners March 2000 - February 2003
Bear, Stearns & Co., Inc October 1998 - March 2000
Bear, Stearns & Co., Inc December 1996 - October 1998
Bear, Stearns & Co., Inc September 1995 - December 1996
Skills
Market Structure, Electronic Trading, Quantitative Analytics, Equities, Trading, Options, Series 7, Portfolio Management, Program Trading, Transition Management, Series 24, Trading Strategies, Technology, Financial Operations, Team Leadership, Business Development, Business Process..., Trading Systems, Traders, ETFs, Buy-side, Hedge Funds, Equity Trading, Securities
Education
University of California, Santa Barbara 1988 — 1992
BA
Penserra Securities LLC April 2008 - Present
Rosenblatt Securities September 2005 - December 2009
Frank Russell Securities June 2003 - September 2005
Thomas Weisel Partners March 2000 - February 2003
Bear, Stearns & Co., Inc October 1998 - March 2000
Bear, Stearns & Co., Inc December 1996 - October 1998
Bear, Stearns & Co., Inc September 1995 - December 1996
Skills
Market Structure, Electronic Trading, Quantitative Analytics, Equities, Trading, Options, Series 7, Portfolio Management, Program Trading, Transition Management, Series 24, Trading Strategies, Technology, Financial Operations, Team Leadership, Business Development, Business Process..., Trading Systems, Traders, ETFs, Buy-side, Hedge Funds, Equity Trading, Securities
Education
University of California, Santa Barbara 1988 — 1992
BA
Michelle Manske-Hale's Thomas Weisel Partners Experience July 2004 - June 2006
Job Fund Marketing Recruiter at Glocap
Industry Staffing and Recruiting
Experience
Glocap Search January 2007 - May 2010
Thomas Weisel Partners July 2004 - June 2006
Morgan Stanley July 2001 - September 2002
Education
The University of Texas at Austin 1997 — 2001
Glocap Search January 2007 - May 2010
Thomas Weisel Partners July 2004 - June 2006
Morgan Stanley July 2001 - September 2002
Education
The University of Texas at Austin 1997 — 2001
Marvin G. Padilla's Thomas Weisel Partners Experience 1999 - 2001
Job Managing Director at Intrepid Investment Bankers LLC
Industry Investment Banking
Experience
Intrepid Investment Bankers LLC March 2012 - Present
The Sage Group April 2005 - March 2012
UBS Investment Bank November 2003 - April 2005
United States Marine Corps April 1994 - November 2003
UBS Investment Bank July 2001 - January 2002
Thomas Weisel Partners 1999 - 2001
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Corporate Finance, Venture Capital, Strategic Financial..., Due Diligence, Private Equity, Investments, Management, Mergers
Education
University of California, Los Angeles
BA, Business Economics, Accounting, Computing
Intrepid Investment Bankers LLC March 2012 - Present
The Sage Group April 2005 - March 2012
UBS Investment Bank November 2003 - April 2005
United States Marine Corps April 1994 - November 2003
UBS Investment Bank July 2001 - January 2002
Thomas Weisel Partners 1999 - 2001
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Corporate Finance, Venture Capital, Strategic Financial..., Due Diligence, Private Equity, Investments, Management, Mergers
Education
University of California, Los Angeles
BA, Business Economics, Accounting, Computing
Brad Northcutt's Thomas Weisel Partners Experience February 2000 - August 2006
Job Vice President at Regional BrokerDealer
Industry Investment Banking
Experience
Regional Broker-Dealer August 2006 - Present
Thomas Weisel Partners February 2000 - August 2006
Lehman Brothers March 1995 - February 2000
Education
Texas Tech University 1983 — 1987
Bachelor of Business Administration, Finance/Economics
Texas Tech University - Rawls College of Business 1983 — 1987
BBA, Finance with an emphasis in Economics
Regional Broker-Dealer August 2006 - Present
Thomas Weisel Partners February 2000 - August 2006
Lehman Brothers March 1995 - February 2000
Education
Texas Tech University 1983 — 1987
Bachelor of Business Administration, Finance/Economics
Texas Tech University - Rawls College of Business 1983 — 1987
BBA, Finance with an emphasis in Economics
Thomas Burch's Thomas Weisel Partners Experience July 1999 - September 2005
Job Senior Network Design Specialist
Industry Telecommunications
Experience
Windstream Communications June 2014 - Present
Merriman Capital, Inc. September 2012 - June 2014
Windstream Communications August 2011 - September 2012
Equian Technologies April 2011 - August 2011
Nollenberger Capital Partners September 2005 - April 2011
149 th Armor 1998 - 2006
Thomas Weisel Partners July 1999 - September 2005
Golden Gate University June 1998 - August 1999
Skills
Technology Management, Asset Managment, Investments, Management, Networking, Telecommunications, Strategic Planning, Network Design, Managed Services, SaaS, Salesforce.com, Valuation, Financial Modeling, Financial Analysis, Executive Management, Data Center, Consulting, Cloud Computing, Budgets, Asset Management
Education
Additional Education 1998 — 1999
Computer Systems Networking and Telecommunications
University of Nevada-Las Vegas - College of Business 1994 — 1998
Bachelor of Business Administration, Management Information Systems, General
Windstream Communications June 2014 - Present
Merriman Capital, Inc. September 2012 - June 2014
Windstream Communications August 2011 - September 2012
Equian Technologies April 2011 - August 2011
Nollenberger Capital Partners September 2005 - April 2011
149 th Armor 1998 - 2006
Thomas Weisel Partners July 1999 - September 2005
Golden Gate University June 1998 - August 1999
Skills
Technology Management, Asset Managment, Investments, Management, Networking, Telecommunications, Strategic Planning, Network Design, Managed Services, SaaS, Salesforce.com, Valuation, Financial Modeling, Financial Analysis, Executive Management, Data Center, Consulting, Cloud Computing, Budgets, Asset Management
Education
Additional Education 1998 — 1999
Computer Systems Networking and Telecommunications
University of Nevada-Las Vegas - College of Business 1994 — 1998
Bachelor of Business Administration, Management Information Systems, General
Adrienne Tam's Thomas Weisel Partners Experience September 2003 - May 2007
Job Director, Compliance at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
James Kang's Thomas Weisel Partners Experience April 2007 - July 2010
Job at The Teaching Company
Industry E-Learning
Experience
The Teaching Company July 2010 - Present
Thomas Weisel Partners April 2007 - July 2010
Citi / Salomon Smith Barney August 2005 - January 2006
Time Warner Inc. June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Venture Capital, Valuation, Mergers, Due Diligence, Financial Analysis, LBO, Business Strategy, M&A experience, Business Valuation, Equity Research, Strategic Financial..., Strategy, Entrepreneurship, Strategic Partnerships, Emerging Markets, Analytics, Competitive Analysis, Market Research, Mergers & Acquisitions
Education
University of California, Berkeley 2002 — 2006
B.S. & B.A., Business Administration & Classical Civilizations
The Teaching Company July 2010 - Present
Thomas Weisel Partners April 2007 - July 2010
Citi / Salomon Smith Barney August 2005 - January 2006
Time Warner Inc. June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Venture Capital, Valuation, Mergers, Due Diligence, Financial Analysis, LBO, Business Strategy, M&A experience, Business Valuation, Equity Research, Strategic Financial..., Strategy, Entrepreneurship, Strategic Partnerships, Emerging Markets, Analytics, Competitive Analysis, Market Research, Mergers & Acquisitions
Education
University of California, Berkeley 2002 — 2006
B.S. & B.A., Business Administration & Classical Civilizations
Chris Antipa's Thomas Weisel Partners Experience 2003 - 2004
Job Director at Investment Technology Group, Inc.
Industry Capital Markets
Experience
Investment Technology Group, Inc. 2008 - Present
Legend Merchant Group 2008 - 2008
Urchin Captial Partners, LLC 2005 - 2007
Thomas Weisel Partners 2003 - 2004
Bofa Securities 1996 - 2003
Montgomery Securities 1996 - 2003
Sutro & Co. January 1994 - December 1996
Skills
Equity Trading, Electronic Trading, Series 7, Equities, Portfolio Management, Trading, Mutual Funds, Mergers, Hedging, Capital Markets, Trading Strategies, Hedge Funds, Venture Capital, Bloomberg, Trading Systems, Financial Markets, Options
Education
University of California, Santa Barbara
Bachelor’s Degree
Investment Technology Group, Inc. 2008 - Present
Legend Merchant Group 2008 - 2008
Urchin Captial Partners, LLC 2005 - 2007
Thomas Weisel Partners 2003 - 2004
Bofa Securities 1996 - 2003
Montgomery Securities 1996 - 2003
Sutro & Co. January 1994 - December 1996
Skills
Equity Trading, Electronic Trading, Series 7, Equities, Portfolio Management, Trading, Mutual Funds, Mergers, Hedging, Capital Markets, Trading Strategies, Hedge Funds, Venture Capital, Bloomberg, Trading Systems, Financial Markets, Options
Education
University of California, Santa Barbara
Bachelor’s Degree
Ami Joseph's Thomas Weisel Partners Experience 2003 - 2006
Job Global Technology Equity Research
Industry Financial Services
Experience
Joseph Capital Partners LLC August 2011 - Present
Putnam Investments March 2009 - July 2011
Fidelity Investments 2006 - January 2009
Thomas Weisel Partners 2003 - 2006
Skills
Equity Research, Equities, Investment Management, Hedge Funds, Investor Relations, Strategy, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Investments, Equity Valuation, Asset Allocation, Mutual Funds, Emerging Markets, Asset Management, Portfolio Management, Capital Markets, Financial Analysis, Private Equity
Education
University of Pennsylvania 1994 — 1998
Joseph Capital Partners LLC August 2011 - Present
Putnam Investments March 2009 - July 2011
Fidelity Investments 2006 - January 2009
Thomas Weisel Partners 2003 - 2006
Skills
Equity Research, Equities, Investment Management, Hedge Funds, Investor Relations, Strategy, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Investments, Equity Valuation, Asset Allocation, Mutual Funds, Emerging Markets, Asset Management, Portfolio Management, Capital Markets, Financial Analysis, Private Equity
Education
University of Pennsylvania 1994 — 1998
William Hammond, CFA's Thomas Weisel Partners Experience May 2002 - March 2003
Job Salesman, Analyst, Entreprenuer
Industry Financial Services
Experience
Castaway Ltd January 2010 - Present
Citibank April 2011 - August 2012
Sberbank CIB April 2010 - August 2010
Deutsche Bank March 2008 - April 2010
Deutsche Bank June 2004 - March 2008
Deutsche Bank March 2003 - March 2004
Thomas Weisel Partners May 2002 - March 2003
A.G. Edwards & Sons, Inc. March 2001 - April 2002
MetLife July 1999 - September 2000
RBC 2000 - 2000
Skills
Equities, Valuation, Research, Capital Markets, Investment Banking, Derivatives, Trading, Financial Markets, Fixed Income, Portfolio Management, Business Strategy, Financial Structuring, Bloomberg, Emerging Markets, Hedge Funds, FX Options, Structured Products, Credit Derivatives, Interest Rate..., Financial Risk, Options, Swaps, Equity Trading, Bonds, Trading Systems, Electronic Trading, Equity Derivatives, Commodity
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Corporate Accounting, GPA: 3.6 on 4.0 scale
University of Alabama at Birmingham 1990 — 1995
Bachelor of Applied Science (BASc), Mechanical Engineering
Castaway Ltd January 2010 - Present
Citibank April 2011 - August 2012
Sberbank CIB April 2010 - August 2010
Deutsche Bank March 2008 - April 2010
Deutsche Bank June 2004 - March 2008
Deutsche Bank March 2003 - March 2004
Thomas Weisel Partners May 2002 - March 2003
A.G. Edwards & Sons, Inc. March 2001 - April 2002
MetLife July 1999 - September 2000
RBC 2000 - 2000
Skills
Equities, Valuation, Research, Capital Markets, Investment Banking, Derivatives, Trading, Financial Markets, Fixed Income, Portfolio Management, Business Strategy, Financial Structuring, Bloomberg, Emerging Markets, Hedge Funds, FX Options, Structured Products, Credit Derivatives, Interest Rate..., Financial Risk, Options, Swaps, Equity Trading, Bonds, Trading Systems, Electronic Trading, Equity Derivatives, Commodity
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Corporate Accounting, GPA: 3.6 on 4.0 scale
University of Alabama at Birmingham 1990 — 1995
Bachelor of Applied Science (BASc), Mechanical Engineering
Patrick O'Shaughnessy's Thomas Weisel Partners Experience 2004 - 2007
Job CEO of Advance America
Industry Financial Services
Experience
Advance America 2007 - Present
Consumer Financial Protection Bureau 2014 - Present
Thomas Weisel Partners 2004 - 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2000
Kidder Peabody 1992 - 1994
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Executive Management, Financial Modeling, Asset Management, Financial Analysis, Corporate Finance, Start-ups, Financial Services, Corporate Governance, Strategic Planning, Mergers, Finance, Due Diligence, Risk Management, Management, Private Equity
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance, International Business
Stockholm School of Economics 1991 — 1991
Economics
University of Notre Dame 1983 — 1987
Bachelor's Degree
Advance America 2007 - Present
Consumer Financial Protection Bureau 2014 - Present
Thomas Weisel Partners 2004 - 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2000
Kidder Peabody 1992 - 1994
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Executive Management, Financial Modeling, Asset Management, Financial Analysis, Corporate Finance, Start-ups, Financial Services, Corporate Governance, Strategic Planning, Mergers, Finance, Due Diligence, Risk Management, Management, Private Equity
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance, International Business
Stockholm School of Economics 1991 — 1991
Economics
University of Notre Dame 1983 — 1987
Bachelor's Degree
Jordan Glassberg's Thomas Weisel Partners Experience June 2001 - August 2001
Job Vice President of Business Development at TOMS
Industry Entertainment
Experience
TOMS October 2014 - Present
TOMS January 2014 - October 2014
TOMS January 2013 - January 2014
Social Annex, Inc. September 2012 - December 2012
www.myfdb.com August 2007 - September 2012
Intercontinental Capital Group February 2006 - February 2007
Bank of America February 2005 - February 2006
Wardrobe Guru January 2004 - February 2005
Thomas Weisel Partners June 2001 - August 2001
Skills
Entrepreneur, New Media, Online Marketing, B2B, Promotions, Proposal Writing, B2C, Fashion, Entrepreneurship, Business Development, E-commerce, Email Marketing, Marketing, Online Advertising, Product Development, SEO, SaaS, Social Media Marketing, Web Analytics, Strategic Partnerships
Education
University of California, Santa Barbara
BA, Business Economics, English
TOMS October 2014 - Present
TOMS January 2014 - October 2014
TOMS January 2013 - January 2014
Social Annex, Inc. September 2012 - December 2012
www.myfdb.com August 2007 - September 2012
Intercontinental Capital Group February 2006 - February 2007
Bank of America February 2005 - February 2006
Wardrobe Guru January 2004 - February 2005
Thomas Weisel Partners June 2001 - August 2001
Skills
Entrepreneur, New Media, Online Marketing, B2B, Promotions, Proposal Writing, B2C, Fashion, Entrepreneurship, Business Development, E-commerce, Email Marketing, Marketing, Online Advertising, Product Development, SEO, SaaS, Social Media Marketing, Web Analytics, Strategic Partnerships
Education
University of California, Santa Barbara
BA, Business Economics, English
Gretchen Salter's Thomas Weisel Partners Experience September 1999 - April 2002
Job Founder at Healthy Home Consulting
Industry Nonprofit Organization Management
Experience
Healthy Home Consulting August 2014 - Present
Breast Cancer Fund April 2005 - May 2014
Dean for America September 2003 - February 2004
Democratic National Committee 2004 - 2004
Thomas Weisel Partners September 1999 - April 2002
Skills
Nonprofits, Non-profits, Public Policy, Coalitions, Community Outreach, Fundraising, Strategic Communications, Grassroots Organizing, Event Planning, Public Speaking
Education
University of Washington 2002 — 2003
MA, Public Affairs
University of California, Davis 1995 — 1999
Healthy Home Consulting August 2014 - Present
Breast Cancer Fund April 2005 - May 2014
Dean for America September 2003 - February 2004
Democratic National Committee 2004 - 2004
Thomas Weisel Partners September 1999 - April 2002
Skills
Nonprofits, Non-profits, Public Policy, Coalitions, Community Outreach, Fundraising, Strategic Communications, Grassroots Organizing, Event Planning, Public Speaking
Education
University of Washington 2002 — 2003
MA, Public Affairs
University of California, Davis 1995 — 1999
Ryan Goodrich's Thomas Weisel Partners Experience July 2009 - June 2010
Job Senior Financial Analyst at EnerNOC
Industry Financial Services
Experience
EnerNOC November 2014 - Present
Bunker Hill Capital March 2012 - October 2014
Morgan Keegan March 2011 - February 2012
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners July 2009 - June 2010
The Bigelow Company May 2008 - August 2008
MFS Investment Management 2007 - 2007
Skills
Investment Banking, Private Equity/Venture..., Business Valuation, Financial Analysis, Financial Planning, Financial Modeling, LBO, DCF
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration and Management, General
EnerNOC November 2014 - Present
Bunker Hill Capital March 2012 - October 2014
Morgan Keegan March 2011 - February 2012
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners July 2009 - June 2010
The Bigelow Company May 2008 - August 2008
MFS Investment Management 2007 - 2007
Skills
Investment Banking, Private Equity/Venture..., Business Valuation, Financial Analysis, Financial Planning, Financial Modeling, LBO, DCF
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration and Management, General
Chen Xue's Thomas Weisel Partners Experience July 2009 - June 2010
Job Vice President, Investment Banking at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. April 2013 - Present
Stifel Nicolaus Weisel July 2010 - March 2013
Thomas Weisel Partners July 2009 - June 2010
Thomas Weisel Partners July 2006 - June 2009
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Private Equity, LBO, Capital Markets, Equity Research, M&A experience, Venture Capital
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Economics
Stifel Financial Corp. April 2013 - Present
Stifel Nicolaus Weisel July 2010 - March 2013
Thomas Weisel Partners July 2009 - June 2010
Thomas Weisel Partners July 2006 - June 2009
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Private Equity, LBO, Capital Markets, Equity Research, M&A experience, Venture Capital
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Economics
Greg LaRoche's Thomas Weisel Partners Experience 1999 - 2000
Job CEO and Founder, LaRoche Research Partners LLC
Industry Information Services
Experience
LaRoche Research Partners LLC 2006 - Present
LaRoche & Associates LLC 2000 - 2004
Thomas Weisel Partners 1999 - 2000
Montgomery Securities 1996 - 1999
Bank of America 1992 - 1996
Skills
New Business Development, Start-ups, Strategy, Management, Business Strategy, Entrepreneurship, Capital Markets, Business Development, Marketing Strategy
Education
University of Pennsylvania 1987 — 1990
B.A., Mathematics and Philosophy
LaRoche Research Partners LLC 2006 - Present
LaRoche & Associates LLC 2000 - 2004
Thomas Weisel Partners 1999 - 2000
Montgomery Securities 1996 - 1999
Bank of America 1992 - 1996
Skills
New Business Development, Start-ups, Strategy, Management, Business Strategy, Entrepreneurship, Capital Markets, Business Development, Marketing Strategy
Education
University of Pennsylvania 1987 — 1990
B.A., Mathematics and Philosophy
Jason Reimerfrey's Thomas Weisel Partners Experience July 2006 - May 2008
Job Technical Account Manager at Tanium
Industry Information Technology and Services
Experience
Tanium June 2015 - Present
IBM Tivoli Software February 2011 - May 2015
BigFix, Inc. May 2008 - February 2011
Thomas Weisel Partners July 2006 - May 2008
STD Control Branch 2002 - July 2006
Robertson Stephens 2000 - 2001
Skills
Security, Active Directory, VMware, Citrix, System Administration, Computer Security, Unix, Linux, SaaS, Systems Management, Endpoint Security, Network Administration, Enterprise Software, Technical Support, Cloud Computing, Data Center, Integration, Virtualization
Education
University of California, Berkeley 1995 — 1999
Tanium June 2015 - Present
IBM Tivoli Software February 2011 - May 2015
BigFix, Inc. May 2008 - February 2011
Thomas Weisel Partners July 2006 - May 2008
STD Control Branch 2002 - July 2006
Robertson Stephens 2000 - 2001
Skills
Security, Active Directory, VMware, Citrix, System Administration, Computer Security, Unix, Linux, SaaS, Systems Management, Endpoint Security, Network Administration, Enterprise Software, Technical Support, Cloud Computing, Data Center, Integration, Virtualization
Education
University of California, Berkeley 1995 — 1999
Ben Mogil's Thomas Weisel Partners Experience August 2003 - June 2010
Job Managing Director, Equity Research at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus August 2003 - Present
Thomas Weisel Partners August 2003 - June 2010
Skills
Equity Research, Financial Modeling, Equities, Valuation, Investment Banking, Corporate Finance, Investments, Private Equity, Financial Analysis, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Hedge Funds, Venture Capital, Due Diligence, Mergers & Acquisitions, Corporate Development, Fixed Income, Series 7
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Graduated with Distinction
University of Toronto 1991 — 1995
Bachelor of Arts (B.A.), Economics and History. Graduated With Distinction
Stifel Nicolaus August 2003 - Present
Thomas Weisel Partners August 2003 - June 2010
Skills
Equity Research, Financial Modeling, Equities, Valuation, Investment Banking, Corporate Finance, Investments, Private Equity, Financial Analysis, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Hedge Funds, Venture Capital, Due Diligence, Mergers & Acquisitions, Corporate Development, Fixed Income, Series 7
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Graduated with Distinction
University of Toronto 1991 — 1995
Bachelor of Arts (B.A.), Economics and History. Graduated With Distinction
John Ragozzino, Jr. CFA's Thomas Weisel Partners Experience November 2009 - Present
Job Vice President Research Analyst at Thomas Weisel Partners
Industry Oil & Energy
Experience
Thomas Weisel Partners November 2009 - Present
Wachovia September 2006 - December 2009
BMO Capital Markets April 2005 - July 2006
Stifel Nicolaus September 2003 - April 2005
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BA, Finance, Acctg, mgmt
Thomas Weisel Partners November 2009 - Present
Wachovia September 2006 - December 2009
BMO Capital Markets April 2005 - July 2006
Stifel Nicolaus September 2003 - April 2005
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BA, Finance, Acctg, mgmt
michael needleman's Thomas Weisel Partners Experience 2000 - 2005
Job PM at Fusion Analytics Investment Partners LLC/Preservation Asset Management
Industry Financial Services
Experience
Preservation Asset Management/Fusion January 2008 - December 2010
RidgeCrest Partners 2005 - 2008
Thomas Weisel Partners 2000 - 2005
bear stearns 1996 - 2000
Kidder Peabody 1992 - 1996
wollcott 1976 - 1977
Skills
Business Analysis, Project Management, Change Management, Project Delivery, Vendor Management, Risk Management, Fashion, Financial Modeling, Equities, Investment Banking, Hedge Funds, Valuation, Mergers & Acquisitions, Portfolio Management, Capital Markets, Asset Management, Financial Analysis
Education
University of Louisiana at Monroe 1976 — 1980
bba, Business Administration and Management, General
Preservation Asset Management/Fusion January 2008 - December 2010
RidgeCrest Partners 2005 - 2008
Thomas Weisel Partners 2000 - 2005
bear stearns 1996 - 2000
Kidder Peabody 1992 - 1996
wollcott 1976 - 1977
Skills
Business Analysis, Project Management, Change Management, Project Delivery, Vendor Management, Risk Management, Fashion, Financial Modeling, Equities, Investment Banking, Hedge Funds, Valuation, Mergers & Acquisitions, Portfolio Management, Capital Markets, Asset Management, Financial Analysis
Education
University of Louisiana at Monroe 1976 — 1980
bba, Business Administration and Management, General
Christie McNulty's Thomas Weisel Partners Experience July 2009 - February 2010
Job Senior Marketing Specialist, Global Events at Oracle
Industry Information Technology and Services
Experience
Oracle June 2014 - Present
Stifel Financial Corp. February 2010 - June 2014
Thomas Weisel Partners July 2009 - February 2010
The Shand Group September 2007 - December 2007
Advent Software July 2007 - August 2007
Skills
Marketing, Event Planning, Public Relations, Budgets, PowerPoint, Budget Management, Microsoft Excel, Media Relations, Marketing Communications, Online Marketing, Excel, CRM, Demand Generation, Email Marketing, Online Advertising
Education
University of California, Santa Barbara 2004 — 2008
Communications, Spanish
Oracle June 2014 - Present
Stifel Financial Corp. February 2010 - June 2014
Thomas Weisel Partners July 2009 - February 2010
The Shand Group September 2007 - December 2007
Advent Software July 2007 - August 2007
Skills
Marketing, Event Planning, Public Relations, Budgets, PowerPoint, Budget Management, Microsoft Excel, Media Relations, Marketing Communications, Online Marketing, Excel, CRM, Demand Generation, Email Marketing, Online Advertising
Education
University of California, Santa Barbara 2004 — 2008
Communications, Spanish
Elizabeth Arnall's Thomas Weisel Partners Experience 2009 - 2010
Job Financial Services Sales and Marketing
Industry Financial Services
Experience
BNP Paribas 2010 - Present
Thomas Weisel Partners 2009 - 2010
Bank of America 2006 - 2009
Citigroup 2004 - 2005
Credit Agricole Indosuez Cheuvreux 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Equity sales, Developing Client..., Series 7, Series 63, Investor Relations, Investment Banking, Hedge Funds, Asset Management
Education
Trinity College-Hartford
Bachelor of Arts (BA), French Language and Literature
Phillips Exeter Academy
BNP Paribas 2010 - Present
Thomas Weisel Partners 2009 - 2010
Bank of America 2006 - 2009
Citigroup 2004 - 2005
Credit Agricole Indosuez Cheuvreux 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Equity sales, Developing Client..., Series 7, Series 63, Investor Relations, Investment Banking, Hedge Funds, Asset Management
Education
Trinity College-Hartford
Bachelor of Arts (BA), French Language and Literature
Phillips Exeter Academy
Lester Liu's Thomas Weisel Partners Experience 2000 - 2004
Job Vice President, Global M&A and Corporate Development
Industry Financial Services
Experience
Visa 2009 - Present
Lehman Brothers / Barclays 2004 - 2009
Thomas Weisel Partners 2000 - 2004
Merrill Lynch 1998 - 2000
Skills
Corporate Development, M&A execution, mergers and acquisitions, Financial Modeling, Mergers & Acquisitions, Valuation, Venture Capital, Corporate Finance, Investment Banking, Strategy, Private Equity, Emerging Markets, Due Diligence, M&A experience, Business Strategy, Start-ups, Strategic Partnerships, Capital Markets, Financial Analysis, Business Development, Mergers, Investments
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Stanford University 1988 — 1992
BA, Quantitative Economics
Visa 2009 - Present
Lehman Brothers / Barclays 2004 - 2009
Thomas Weisel Partners 2000 - 2004
Merrill Lynch 1998 - 2000
Skills
Corporate Development, M&A execution, mergers and acquisitions, Financial Modeling, Mergers & Acquisitions, Valuation, Venture Capital, Corporate Finance, Investment Banking, Strategy, Private Equity, Emerging Markets, Due Diligence, M&A experience, Business Strategy, Start-ups, Strategic Partnerships, Capital Markets, Financial Analysis, Business Development, Mergers, Investments
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Stanford University 1988 — 1992
BA, Quantitative Economics
Vincent Carey's Thomas Weisel Partners Experience May 2001 - May 2003
Job Principal at Gryphon Investors
Industry Venture Capital & Private Equity
Experience
Gryphon Investors August 2015 - Present
MHT MidSpan July 2011 - July 2015
Harris Williams & Co. July 2005 - July 2011
Thomas Weisel Partners May 2001 - May 2003
Goldman Sachs July 1998 - July 1999
Morgan Stanley July 1996 - July 1998
Skills
Valuation, Mergers, Investment Banking, Financial Analysis, M&A experience, Equity Research, Financial Modeling, Investments, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Venture Capital, Corporate Development, Equities, LBO, Business Strategy, Finance, Business Valuation, Strategy, Financial Advisory, Mergers & Acquisitions, IPO
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BS, Business Administration
Gryphon Investors August 2015 - Present
MHT MidSpan July 2011 - July 2015
Harris Williams & Co. July 2005 - July 2011
Thomas Weisel Partners May 2001 - May 2003
Goldman Sachs July 1998 - July 1999
Morgan Stanley July 1996 - July 1998
Skills
Valuation, Mergers, Investment Banking, Financial Analysis, M&A experience, Equity Research, Financial Modeling, Investments, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Venture Capital, Corporate Development, Equities, LBO, Business Strategy, Finance, Business Valuation, Strategy, Financial Advisory, Mergers & Acquisitions, IPO
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BS, Business Administration
Heather Conlan Slate's Thomas Weisel Partners Experience April 2001 - April 2007
Job Director of Compliance
Industry Financial Services
Experience
Forward Management August 2015 - Present
Lateef Investment Management February 2011 - August 2015
Envestnet Asset Management April 2007 - March 2010
Thomas Weisel Partners April 2001 - April 2007
Skills
Equities
Education
University of California, Los Angeles
BA
Forward Management August 2015 - Present
Lateef Investment Management February 2011 - August 2015
Envestnet Asset Management April 2007 - March 2010
Thomas Weisel Partners April 2001 - April 2007
Skills
Equities
Education
University of California, Los Angeles
BA
Owen Hart's Thomas Weisel Partners Experience 1999 - 2003
Job Managing Director, Mergers & Acquisitions at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. 2012 - Present
Robert W. Baird & Co. 2012 - Present
Cowen and Company, LLC 2003 - 2012
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1994 - 1999
Lazard 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Corporate Finance, Management, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Strategy, Corporate Development, Strategic Planning, Investments, Leveraged Finance, LBO, Private Placements, Finance, Hedge Funds, Start-ups, Business Strategy, Emerging Markets, Entrepreneurship, Financial Analysis, IPO, M, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance, Real Estate Finance
University of Pennsylvania 1979 — 1982
MLA, Landscape Architecture
Tufts University 1974 — 1978
BA, Environmental Planning & Design
Robert W. Baird & Co. 2012 - Present
Robert W. Baird & Co. 2012 - Present
Cowen and Company, LLC 2003 - 2012
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1994 - 1999
Lazard 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Corporate Finance, Management, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Strategy, Corporate Development, Strategic Planning, Investments, Leveraged Finance, LBO, Private Placements, Finance, Hedge Funds, Start-ups, Business Strategy, Emerging Markets, Entrepreneurship, Financial Analysis, IPO, M, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance, Real Estate Finance
University of Pennsylvania 1979 — 1982
MLA, Landscape Architecture
Tufts University 1974 — 1978
BA, Environmental Planning & Design
Satish Menon's Thomas Weisel Partners Experience July 2008 - February 2009
Job Strategy & BDL at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson April 2015 - Present
Novartis April 2012 - March 2015
Rothschild May 2010 - February 2012
Ledgemont Capital April 2009 - May 2010
Thomas Weisel Partners July 2008 - February 2009
Accenture May 2005 - July 2006
Avici Systems 2000 - 2005
Nortel Networks 1999 - 2000
Skills
Mergers, Venture Capital, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Private Equity, Due Diligence, Business Valuation, Capital Markets, Start-ups, Business Strategy, Equities, Business Development, M&A experience, Strategy, Mergers & Acquisitions, Corporate Development, Emerging Markets, Competitive Analysis, Cross-functional Team..., Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
The Johns Hopkins University
MS, Computer Science
University of Mumbai
B.E.
Johnson & Johnson April 2015 - Present
Novartis April 2012 - March 2015
Rothschild May 2010 - February 2012
Ledgemont Capital April 2009 - May 2010
Thomas Weisel Partners July 2008 - February 2009
Accenture May 2005 - July 2006
Avici Systems 2000 - 2005
Nortel Networks 1999 - 2000
Skills
Mergers, Venture Capital, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Private Equity, Due Diligence, Business Valuation, Capital Markets, Start-ups, Business Strategy, Equities, Business Development, M&A experience, Strategy, Mergers & Acquisitions, Corporate Development, Emerging Markets, Competitive Analysis, Cross-functional Team..., Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
The Johns Hopkins University
MS, Computer Science
University of Mumbai
B.E.
Bill McLeod's Thomas Weisel Partners Experience January 2004 - August 2010
Job CoHead of Equity Capital Markets at Stifel
Industry Investment Banking
Experience
Stifel July 2010 - Present
Thomas Weisel Partners January 2004 - August 2010
Banc of America Securities May 1999 - June 2003
JP Morgan August 1992 - May 1999
Eppler, Guerin & Turner 1988 - 1990
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
Stifel July 2010 - Present
Thomas Weisel Partners January 2004 - August 2010
Banc of America Securities May 1999 - June 2003
JP Morgan August 1992 - May 1999
Eppler, Guerin & Turner 1988 - 1990
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
Natalie Badillo's Thomas Weisel Partners Experience August 2003 - December 2004
Job Investor Relations at Cymer, Inc.
Industry Semiconductors
Experience
Cymer, Inc. January 2007 - Present
Invitrogen January 2006 - January 2007
Thomas Weisel Partners August 2003 - December 2004
Thomas Weisel Partners April 2002 - August 2003
Skills
Investor Relations, Mergers, Corporate Finance, Competitive Analysis, Mergers & Acquisitions, Finance, Equity Research, Venture Capital, Financial Modeling, Cross-functional Team..., Valuation, Financial Analysis, Executive Management, Start-ups, Marketing
Education
University of California, Los Angeles 1991 — 1995
Cymer, Inc. January 2007 - Present
Invitrogen January 2006 - January 2007
Thomas Weisel Partners August 2003 - December 2004
Thomas Weisel Partners April 2002 - August 2003
Skills
Investor Relations, Mergers, Corporate Finance, Competitive Analysis, Mergers & Acquisitions, Finance, Equity Research, Venture Capital, Financial Modeling, Cross-functional Team..., Valuation, Financial Analysis, Executive Management, Start-ups, Marketing
Education
University of California, Los Angeles 1991 — 1995
Paul Vincent Galindo's Thomas Weisel Partners Experience 1998 - 2001
Job Senior Consultant at Hyas Group
Industry Investment Management
Experience
Hyas Group March 2014 - Present
Arnerich Massena & Associates July 2006 - March 2014
Arnerich Massena, Inc 2004 - 2010
Thomas Weisel Partners 1998 - 2001
Skills
Series 7, Pensions, Retirement Planning, Investments, Due Diligence, Retirement, 401k, Asset Management, Mutual Funds, Investment Advisory, Financial Planning, Investment Management, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Alternative Investments, Equities, Securities
Education
UC Berkeley 1992 — 1995
Political Science and Government
University of California, Berkeley 1992 — 1995
BA, Political Science and Government
WHS 1984 — 1988
Hyas Group March 2014 - Present
Arnerich Massena & Associates July 2006 - March 2014
Arnerich Massena, Inc 2004 - 2010
Thomas Weisel Partners 1998 - 2001
Skills
Series 7, Pensions, Retirement Planning, Investments, Due Diligence, Retirement, 401k, Asset Management, Mutual Funds, Investment Advisory, Financial Planning, Investment Management, Asset Allocation, Hedge Funds, Investment Strategies, Wealth Management, Alternative Investments, Equities, Securities
Education
UC Berkeley 1992 — 1995
Political Science and Government
University of California, Berkeley 1992 — 1995
BA, Political Science and Government
WHS 1984 — 1988
Bob O'Brien's Thomas Weisel Partners Experience January 2004 - June 2009
Job Director at CLSA
Industry Financial Services
Experience
CLSA June 2015 - Present
Wedbush Securities December 2011 - May 2015
Independent Technology Sales January 2011 - November 2011
BNY ConvergEx June 2009 - November 2010
Thomas Weisel Partners January 2004 - June 2009
Skills
Alpha Generation, Capital Preservation, Risk Analysis, Risk Management, Hedge Funds, Equities, Equity Trading, Capital, Investment Banking, Alternative Investments, Venture Capital, Derivatives, Options, Financial Modeling, Trading, Private Equity, Bloomberg, Equity Research, Fixed Income, Investments, Strategy, Mutual Funds, Portfolio Management, Valuation, Capital Markets, Series 7, Financial Markets, Electronic Trading, Asset Management, Business Development, Due Diligence, Emerging Markets, Securities, Wealth Management, Bonds, Equity Valuation, Trading Systems, Equity Derivatives, Investor Relations, Asset Allocation, Series 63, Investment Management, ETFs, Corporate Finance
Education
State University of New York at Buffalo
BS, Finance, MIS
CLSA June 2015 - Present
Wedbush Securities December 2011 - May 2015
Independent Technology Sales January 2011 - November 2011
BNY ConvergEx June 2009 - November 2010
Thomas Weisel Partners January 2004 - June 2009
Skills
Alpha Generation, Capital Preservation, Risk Analysis, Risk Management, Hedge Funds, Equities, Equity Trading, Capital, Investment Banking, Alternative Investments, Venture Capital, Derivatives, Options, Financial Modeling, Trading, Private Equity, Bloomberg, Equity Research, Fixed Income, Investments, Strategy, Mutual Funds, Portfolio Management, Valuation, Capital Markets, Series 7, Financial Markets, Electronic Trading, Asset Management, Business Development, Due Diligence, Emerging Markets, Securities, Wealth Management, Bonds, Equity Valuation, Trading Systems, Equity Derivatives, Investor Relations, Asset Allocation, Series 63, Investment Management, ETFs, Corporate Finance
Education
State University of New York at Buffalo
BS, Finance, MIS
Bradford Cook's Thomas Weisel Partners Experience 2006 - 2008
Job Portfolio Manager at Zeo Strategic Income Fund
Industry Investment Management
Experience
Zeo Capital Advisors, LLC March 2012 - Present
Zeo Strategic Income Fund March 2012 - Present
Sterne Agee October 2010 - March 2012
Thomas Weisel Partners 2006 - 2008
Descartes Capital LLC 2003 - 2005
Oaktree Capital Management 2001 - 2003
PricewaterhouseCoopers 1999 - 2001
PwC 1996 - 1999
Skills
Fixed Income, Investment Banking, Valuation, Portfolio Management, Private Equity, Due Diligence, Corporate Finance, High Yield, Leveraged Finance, Credit Analysis, Fixed Income Portfolio..., Debt & Equity Capital..., Leveraged Lending, Loans, Distressed Debt, Special Situations...
Education
University of Calgary 1991 — 1996
BComm, Business
Institute of Chartered Accountants of British Columbia
CA, Accounting
Zeo Capital Advisors, LLC March 2012 - Present
Zeo Strategic Income Fund March 2012 - Present
Sterne Agee October 2010 - March 2012
Thomas Weisel Partners 2006 - 2008
Descartes Capital LLC 2003 - 2005
Oaktree Capital Management 2001 - 2003
PricewaterhouseCoopers 1999 - 2001
PwC 1996 - 1999
Skills
Fixed Income, Investment Banking, Valuation, Portfolio Management, Private Equity, Due Diligence, Corporate Finance, High Yield, Leveraged Finance, Credit Analysis, Fixed Income Portfolio..., Debt & Equity Capital..., Leveraged Lending, Loans, Distressed Debt, Special Situations...
Education
University of Calgary 1991 — 1996
BComm, Business
Institute of Chartered Accountants of British Columbia
CA, Accounting
Anand Shelat's Thomas Weisel Partners Experience July 2002 - April 2004
Job Senior Business Manager Business Insights & Analytics at Coca Cola
Industry Consumer Goods
Experience
The Coca-Cola Company January 2012 - Present
Dun and Bradstreet June 2010 - December 2011
Useful Capital September 2009 - June 2010
The Riverside Company September 2005 - September 2009
A.T. Kearney May 2004 - August 2005
Thomas Weisel Partners July 2002 - April 2004
Skills
Mergers & Acquisitions, Investment Banking, Business Valuation, Private Equity, Business Strategy, Operational Due..., Financial Modeling, Corporate Budgeting, Financial Forecasting, Financial Analysis, Financial Reporting, Project Management, Management Consulting, Entrepreneurship, Social Entrepreneurship, Travel, Travel Planning, Travel Technology, Online Travel
Education
University of Pennsylvania 2001 — 2002
Master of Science (M.S.), Industrial Engineering
Emory University 1997 — 2001
BBA, Finance & Accounting
The Coca-Cola Company January 2012 - Present
Dun and Bradstreet June 2010 - December 2011
Useful Capital September 2009 - June 2010
The Riverside Company September 2005 - September 2009
A.T. Kearney May 2004 - August 2005
Thomas Weisel Partners July 2002 - April 2004
Skills
Mergers & Acquisitions, Investment Banking, Business Valuation, Private Equity, Business Strategy, Operational Due..., Financial Modeling, Corporate Budgeting, Financial Forecasting, Financial Analysis, Financial Reporting, Project Management, Management Consulting, Entrepreneurship, Social Entrepreneurship, Travel, Travel Planning, Travel Technology, Online Travel
Education
University of Pennsylvania 2001 — 2002
Master of Science (M.S.), Industrial Engineering
Emory University 1997 — 2001
BBA, Finance & Accounting
Robert Pitti's Thomas Weisel Partners Experience 1999 - 2003
Job Partner at VSL Partners
Industry Venture Capital & Private Equity
Experience
VSL Partners May 2014 - Present
Skyline Advisors 2013 - Present
BNY Mellon 2010 - 2013
US Trust, Bank of America Private Wealth Management 2006 - 2008
Harris myCFO 2003 - 2006
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Private Equity, Investment Advisory, Capital Markets, Venture Capital, Wealth Management..., Asset Management, Investment Management, Options
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance and Economics
The George Washington University 1984 — 1986
BBA, Finance and Economics
VSL Partners May 2014 - Present
Skyline Advisors 2013 - Present
BNY Mellon 2010 - 2013
US Trust, Bank of America Private Wealth Management 2006 - 2008
Harris myCFO 2003 - 2006
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Private Equity, Investment Advisory, Capital Markets, Venture Capital, Wealth Management..., Asset Management, Investment Management, Options
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance and Economics
The George Washington University 1984 — 1986
BBA, Finance and Economics
Patrick Prendergast's Thomas Weisel Partners Experience 1999 - 2004
Job Financial Sponsor Coverage/Capital Markets
Industry Financial Services
Experience
William Blair and Company 2010 - Present
Royal Bank of Canada 2004 - 2009
Thomas Weisel Partners 1999 - 2004
Deutsche Bank 1997 - 1999
Robertson, Stephens & Company 1992 - 1997
Skills
Equities, Capital Markets, Investment Banking, Debt, Investments, Securities, Leveraged Finance
Education
The Wharton School
MBA
University of Pennsylvania
BSE
William Blair and Company 2010 - Present
Royal Bank of Canada 2004 - 2009
Thomas Weisel Partners 1999 - 2004
Deutsche Bank 1997 - 1999
Robertson, Stephens & Company 1992 - 1997
Skills
Equities, Capital Markets, Investment Banking, Debt, Investments, Securities, Leveraged Finance
Education
The Wharton School
MBA
University of Pennsylvania
BSE
Justin Virgili's Thomas Weisel Partners Experience June 2001 - August 2001
Job Director of Materials Engineering at Tactus Technology
Industry Consumer Electronics
Experience
Tactus Technology September 2014 - Present
Tactus Technology May 2014 - August 2014
The Dow Chemical Company 2012 - April 2014
The Dow Chemical Company 2010 - 2012
UC Berkeley 2004 - 2009
Alexza Pharmaceuticals 2003 - 2004
PolyFuel June 2002 - October 2002
Thomas Weisel Partners June 2001 - August 2001
3M Pharmaceuticals June 2000 - August 2000
Education
University of California, Berkeley 2004 — 2009
Ph.D, Chemical Engineering
Stanford University 1998 — 2002
B.S, Chemical Engineering and Biological Sciences
Tactus Technology September 2014 - Present
Tactus Technology May 2014 - August 2014
The Dow Chemical Company 2012 - April 2014
The Dow Chemical Company 2010 - 2012
UC Berkeley 2004 - 2009
Alexza Pharmaceuticals 2003 - 2004
PolyFuel June 2002 - October 2002
Thomas Weisel Partners June 2001 - August 2001
3M Pharmaceuticals June 2000 - August 2000
Education
University of California, Berkeley 2004 — 2009
Ph.D, Chemical Engineering
Stanford University 1998 — 2002
B.S, Chemical Engineering and Biological Sciences
Alex McNichol's Thomas Weisel Partners Experience 2007 - 2008
Job Business Developer, TransAlta
Industry Utilities
Experience
TransAlta Berkshire Hathaway Energy Partnership (TAMA) February 2009 - Present
Thomas Weisel Partners 2007 - 2008
Ross Smith Energy Group 2005 - 2006
Skills
Energy, Energy Industry, Business Development, Financial Modeling, Natural Gas, Commodity Markets
Education
The University of Calgary 2003 — 2007
Business, Finance, Graduation with Distinction
TransAlta Berkshire Hathaway Energy Partnership (TAMA) February 2009 - Present
Thomas Weisel Partners 2007 - 2008
Ross Smith Energy Group 2005 - 2006
Skills
Energy, Energy Industry, Business Development, Financial Modeling, Natural Gas, Commodity Markets
Education
The University of Calgary 2003 — 2007
Business, Finance, Graduation with Distinction
Maneesh Jain, MD's Thomas Weisel Partners Experience 2003 - 2006
Job Senior Equity Analyst/ Portfolio Manager, Healthcare
Industry Investment Management
Experience
DCM June 2006 - Present
Thomas Weisel Partners 2003 - 2006
Citigroup August 2000 - January 2003
Skills
Equities, Healthcare, Equity Research, Valuation, Portfolio Management, Financial Modeling, Hedge Funds, Asset Management, Fundamental Analysis, Market Neutral, Biopharmaceuticals, Global Strategy, Investment Management
Education
Bronx High School of Science
High School
Stony Brook University Health Sciences Center School of Medicine
M.D.
University of Rochester
B.A., Biology, Religion and Classics
DCM June 2006 - Present
Thomas Weisel Partners 2003 - 2006
Citigroup August 2000 - January 2003
Skills
Equities, Healthcare, Equity Research, Valuation, Portfolio Management, Financial Modeling, Hedge Funds, Asset Management, Fundamental Analysis, Market Neutral, Biopharmaceuticals, Global Strategy, Investment Management
Education
Bronx High School of Science
High School
Stony Brook University Health Sciences Center School of Medicine
M.D.
University of Rochester
B.A., Biology, Religion and Classics
Annette Steinharter, SPHR's Thomas Weisel Partners Experience February 2006 - October 2010
Job HR Consultant at FX Palo Alto Laboratory
Industry Human Resources
Experience
FX Palo Alto Laboratory June 2015 - Present
Burr Pilger Mayer March 2011 - July 2015
Thomas Weisel Partners February 2006 - October 2010
Avolent January 2003 - February 2006
Carl Karcher Enterprises 1999 - 2002
Carl Karcher Enterprises 1999 - 2002
Carl Karcher Enterprises 1999 - 2002
Skills
Employee Relations, Human Resources, HRIS, Employee Benefits, Payroll, Leadership, Project Management, Personnel Management, Talent Management, Employment Law, Mergers & Acquisitions, Benefits Administration, Benefits Negotiation, Human Resource Planning, Organizational..., Training, Succession Planning, Onboarding
Education
University of California, Berkeley
Certificate in Human Resources Management, Human Resources Management and Services
University of California, Santa Barbara 1994 — 1998
Bachelor of Arts (B.A.), Psychology
FX Palo Alto Laboratory June 2015 - Present
Burr Pilger Mayer March 2011 - July 2015
Thomas Weisel Partners February 2006 - October 2010
Avolent January 2003 - February 2006
Carl Karcher Enterprises 1999 - 2002
Carl Karcher Enterprises 1999 - 2002
Carl Karcher Enterprises 1999 - 2002
Skills
Employee Relations, Human Resources, HRIS, Employee Benefits, Payroll, Leadership, Project Management, Personnel Management, Talent Management, Employment Law, Mergers & Acquisitions, Benefits Administration, Benefits Negotiation, Human Resource Planning, Organizational..., Training, Succession Planning, Onboarding
Education
University of California, Berkeley
Certificate in Human Resources Management, Human Resources Management and Services
University of California, Santa Barbara 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Scott Weinstein's Thomas Weisel Partners Experience 1999 - 2005
Job at Aurora Networks
Industry Financial Services
Experience
Aurora Networks October 2010 - Present
Piper Jaffray 2005 - January 2011
Thomas Weisel Partners 1999 - 2005
Education
University of Pennsylvania 1992 — 1995
Bachelors, Economics, Systems Engineering
Aurora Networks October 2010 - Present
Piper Jaffray 2005 - January 2011
Thomas Weisel Partners 1999 - 2005
Education
University of Pennsylvania 1992 — 1995
Bachelors, Economics, Systems Engineering
Christopher Majer's Thomas Weisel Partners Experience April 1997 - October 2002
Job Wine Sourcing, Marketing and Culinary Solutions
Industry Hospitality
Experience
Global Wine Company June 2007 - Present
Center for Culinary Development May 1997 - Present
Hog Island Oyster Company January 2013 - July 2014
Vine Solutions, Inc. 2008 - December 2012
Jam Packed Restaurants June 2002 - May 2008
Thomas Weisel Partners April 1997 - October 2002
The Frog and the Peach Restaurant March 1996 - March 1997
Splendido Restaurant August 1989 - March 1996
Campton Place Hotel November 1987 - March 1989
Gotham Bar and Grill June 1985 - November 1987
Skills
Wine, Restaurants, Culinary Skills, Cooking, Hotels, Menu Development, Restaurant Management, Hospitality, Marketing, Food Industry, Catering, Food, Food Service, Income Statement, Hospitality Management, Cuisine, Hospitality Industry, Food & Beverage, Fine Dining, Food Safety, Chef, Pastry, Banquets, Training, Management, Cost Control, Hiring, Leadership, Operations Management, Wine Tasting, Inventory Management, Purchasing, Start-ups, Pre-opening, HACCP, Budgets, Strategic Planning, Revenue Analysis, Hotel Management, Resorts, Beer, P&L Management, Event Management, Franchising, Team Building, Profit, POS, P&L
Education
Culinary Institute of America 1981 — 1983
Associates Degree, Culinary
Utah State University 1976 — 1978
Wildlife and Wildlands Science and Management
Global Wine Company June 2007 - Present
Center for Culinary Development May 1997 - Present
Hog Island Oyster Company January 2013 - July 2014
Vine Solutions, Inc. 2008 - December 2012
Jam Packed Restaurants June 2002 - May 2008
Thomas Weisel Partners April 1997 - October 2002
The Frog and the Peach Restaurant March 1996 - March 1997
Splendido Restaurant August 1989 - March 1996
Campton Place Hotel November 1987 - March 1989
Gotham Bar and Grill June 1985 - November 1987
Skills
Wine, Restaurants, Culinary Skills, Cooking, Hotels, Menu Development, Restaurant Management, Hospitality, Marketing, Food Industry, Catering, Food, Food Service, Income Statement, Hospitality Management, Cuisine, Hospitality Industry, Food & Beverage, Fine Dining, Food Safety, Chef, Pastry, Banquets, Training, Management, Cost Control, Hiring, Leadership, Operations Management, Wine Tasting, Inventory Management, Purchasing, Start-ups, Pre-opening, HACCP, Budgets, Strategic Planning, Revenue Analysis, Hotel Management, Resorts, Beer, P&L Management, Event Management, Franchising, Team Building, Profit, POS, P&L
Education
Culinary Institute of America 1981 — 1983
Associates Degree, Culinary
Utah State University 1976 — 1978
Wildlife and Wildlands Science and Management
Darian Dykyj, CFA's Thomas Weisel Partners Experience 2007 - 2009
Job
Industry Financial Services
Experience
William Blair & Company December 2011 - November 2014
Sterne Agee 2010 - 2011
Thomas Weisel Partners 2007 - 2009
Grace Brothers 2003 - 2006
Pine River Capital Management 2002 - 2003
Citadel Investment Group 1999 - 2002
Skills
Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Credit Analysis, Investments, Equities, Trading, Convertible Bonds, Convertible Arbitrage, Fundamental Analysis, Credit Risk, Options Strategies, Macro Analysis, Capital Markets, Asset Management, Portfolio Management, Series 7, Derivatives, Investment Banking, Valuation
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor's degree, Finance, General
William Blair & Company December 2011 - November 2014
Sterne Agee 2010 - 2011
Thomas Weisel Partners 2007 - 2009
Grace Brothers 2003 - 2006
Pine River Capital Management 2002 - 2003
Citadel Investment Group 1999 - 2002
Skills
Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Credit Analysis, Investments, Equities, Trading, Convertible Bonds, Convertible Arbitrage, Fundamental Analysis, Credit Risk, Options Strategies, Macro Analysis, Capital Markets, Asset Management, Portfolio Management, Series 7, Derivatives, Investment Banking, Valuation
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor's degree, Finance, General
Aubrey (Smith) Leh's Thomas Weisel Partners Experience July 2001 - July 2004
Job Consumer and eCommerce Corporate Finance and Advisory
Industry Investment Banking
Experience
Cowen and Company January 2013 - June 2015
Cowen and Company January 2010 - January 2013
Cowen and Company August 2006 - January 2010
Thomas Weisel Partners July 2001 - July 2004
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Fixed Income, Capital Markets, Private Equity, Investments
Education
University of Pennsylvania 2004 — 2006
MBA
Vanderbilt University 1997 — 2001
BA
Cowen and Company January 2013 - June 2015
Cowen and Company January 2010 - January 2013
Cowen and Company August 2006 - January 2010
Thomas Weisel Partners July 2001 - July 2004
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Fixed Income, Capital Markets, Private Equity, Investments
Education
University of Pennsylvania 2004 — 2006
MBA
Vanderbilt University 1997 — 2001
BA
Luke A. Jacobson, CFA's Thomas Weisel Partners Experience February 2001 - July 2002
Job Principal, Portfolio Manager at Wall Street Associates, LLC
Industry Investment Management
Experience
Wall Street Associates, LLC January 2012 - Present
Wall Street Associates, LLC October 2011 - January 2012
Wall Street Associates, LLC August 2004 - October 2011
SCM Advisors LLC June 2002 - January 2004
Thomas Weisel Partners February 2001 - July 2002
Skills
Equities, Financial Modeling, Financial Services, Capital Markets, Asset Allocation, Equity Valuation, Mutual Funds, Financial Analysis, Alternative Investments, Bloomberg, Hedge Funds
Education
University of Missouri-Columbia 1996 — 2000
BS, Finance
raytown south high school
Wall Street Associates, LLC January 2012 - Present
Wall Street Associates, LLC October 2011 - January 2012
Wall Street Associates, LLC August 2004 - October 2011
SCM Advisors LLC June 2002 - January 2004
Thomas Weisel Partners February 2001 - July 2002
Skills
Equities, Financial Modeling, Financial Services, Capital Markets, Asset Allocation, Equity Valuation, Mutual Funds, Financial Analysis, Alternative Investments, Bloomberg, Hedge Funds
Education
University of Missouri-Columbia 1996 — 2000
BS, Finance
raytown south high school
Goli Kamangar's Thomas Weisel Partners Experience April 1995 - June 1999
Job
Industry
Experience
Salem Partners LLC 2006 - Present
Bear Stearns Securities Corp April 2001 - 2006
Thomas Weisel Partners April 1995 - June 1999
Education
University of California, Berkeley
Bachelor's Degree
Salem Partners LLC 2006 - Present
Bear Stearns Securities Corp April 2001 - 2006
Thomas Weisel Partners April 1995 - June 1999
Education
University of California, Berkeley
Bachelor's Degree
Van Robbins's Thomas Weisel Partners Experience 1999 - 2001
Job Private Equity Advisor
Industry Investment Banking
Experience
Private Equity 2011 - Present
The Silverfern Group, Inc. 2010 - 2011
Cowen and Company 2002 - 2008
Robertson Stephens 2001 - 2002
Thomas Weisel Partners 1999 - 2001
Montgomery Securities 1995 - 1999
Skills
Private Equity, Venture Capital, Alternative Investments, Valuation, Investments, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Investment Banking, Corporate Development, Due Diligence, Capital Markets, Private Placements
Education
United States Naval Academy
Private Equity 2011 - Present
The Silverfern Group, Inc. 2010 - 2011
Cowen and Company 2002 - 2008
Robertson Stephens 2001 - 2002
Thomas Weisel Partners 1999 - 2001
Montgomery Securities 1995 - 1999
Skills
Private Equity, Venture Capital, Alternative Investments, Valuation, Investments, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Investment Banking, Corporate Development, Due Diligence, Capital Markets, Private Placements
Education
United States Naval Academy
Ben Mogil's Thomas Weisel Partners Experience August 2003 - June 2010
Job Managing Director, Equity Research
Industry Capital Markets
Experience
Stifel Financial Corp. June 2010 - Present
Thomas Weisel Partners August 2003 - June 2010
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Graduated with Distinction
University of Toronto 1991 — 1995
Bachelor of Arts (BA), Economics and History, Graduated with Distinction
Stifel Financial Corp. June 2010 - Present
Thomas Weisel Partners August 2003 - June 2010
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Graduated with Distinction
University of Toronto 1991 — 1995
Bachelor of Arts (BA), Economics and History, Graduated with Distinction
Gretchen Teagarden's Thomas Weisel Partners Experience 1999 - 2000
Job
Industry Market Research
Experience
Pioneer Research Group January 2006 - Present
Southern Methodist University January 2003 - December 2005
Citi 2000 - 2002
Thomas Weisel Partners 1999 - 2000
JC Bradford 1999 - 1999
SoftBank Capital 1998 - 1998
Stephens Inc. 1994 - 1998
PwC 1993 - 1994
Skills
Venture Capital
Education
Southern Methodist University 1990 — 1993
BSBA, Accounting
University of Arkansas at Fayetteville 1989 — 1990
Pioneer Research Group January 2006 - Present
Southern Methodist University January 2003 - December 2005
Citi 2000 - 2002
Thomas Weisel Partners 1999 - 2000
JC Bradford 1999 - 1999
SoftBank Capital 1998 - 1998
Stephens Inc. 1994 - 1998
PwC 1993 - 1994
Skills
Venture Capital
Education
Southern Methodist University 1990 — 1993
BSBA, Accounting
University of Arkansas at Fayetteville 1989 — 1990
Becky (Micon) Randall's Thomas Weisel Partners Experience 2000 - 2002
Job Director, Strategy and Corporate Development at Topco Associates
Industry Retail
Experience
Topco Associates LLC February 2012 - Present
L.E.K. Consulting September 2008 - January 2012
Tiffany & Co. June 2007 - August 2007
Artisan Partners 2003 - 2006
Anthropologie 2002 - 2003
Thomas Weisel Partners 2000 - 2002
Skills
Cross-functional Team..., Management Consulting, Business Development, Investment Banking, Due Diligence, Retail, Business Strategy, Competitive Analysis, CRM, Change Management
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA
University of California, Los Angeles 1995 — 2000
BA, Communication Studies, Business Administration
Topco Associates LLC February 2012 - Present
L.E.K. Consulting September 2008 - January 2012
Tiffany & Co. June 2007 - August 2007
Artisan Partners 2003 - 2006
Anthropologie 2002 - 2003
Thomas Weisel Partners 2000 - 2002
Skills
Cross-functional Team..., Management Consulting, Business Development, Investment Banking, Due Diligence, Retail, Business Strategy, Competitive Analysis, CRM, Change Management
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA
University of California, Los Angeles 1995 — 2000
BA, Communication Studies, Business Administration
Steven Tuch's Thomas Weisel Partners Experience March 1999 - March 2005
Job Managing Director, Equity Capital Markets at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2012 - Present
Cantor Fitzgerald January 2010 - February 2012
Deutsche Bank March 2005 - June 2009
Thomas Weisel Partners March 1999 - March 2005
Montgomery Securities 1996 - 1999
Corporate Partners, LP June 1993 - June 1994
The Blackstone Group 1990 - 1992
Education
Stanford University Graduate School of Business 1994 — 1996
MBA, 1996
University of Michigan Business School 1986 — 1990
BBA, Accounting
BMO Capital Markets March 2012 - Present
Cantor Fitzgerald January 2010 - February 2012
Deutsche Bank March 2005 - June 2009
Thomas Weisel Partners March 1999 - March 2005
Montgomery Securities 1996 - 1999
Corporate Partners, LP June 1993 - June 1994
The Blackstone Group 1990 - 1992
Education
Stanford University Graduate School of Business 1994 — 1996
MBA, 1996
University of Michigan Business School 1986 — 1990
BBA, Accounting
Stephen Wynne's Thomas Weisel Partners Experience 2004 - 2006
Job Private Wealth Advisor at JP Morgan
Industry Investment Management
Experience
J.P. Morgan Securities 2013 - Present
J.P. Morgan Securities 2011 - 2013
JMP Securities 2009 - 2011
Citi 2006 - 2008
Nollenberger Capital Partners 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Renaissance / NYFIX 2003 - 2004
Robertson Stephens 1996 - 2002
St. Ignatius College Preparatory 1996 - 2002
Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg
Education
UC Santa Barbara
Bachelor's Degree, Political Science
Saint Ignatius College Preparatory
J.P. Morgan Securities 2013 - Present
J.P. Morgan Securities 2011 - 2013
JMP Securities 2009 - 2011
Citi 2006 - 2008
Nollenberger Capital Partners 2006 - 2007
Thomas Weisel Partners 2004 - 2006
Renaissance / NYFIX 2003 - 2004
Robertson Stephens 1996 - 2002
St. Ignatius College Preparatory 1996 - 2002
Skills
Equities, Hedge Funds, Trading, Series 7, Alternative Investments, Asset Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Equity Trading, Financial Modeling, Private Equity, Options, Equity Research, Asset Allocation, Venture Capital, Mutual Funds, Investment Management, Finance, Hedging, Risk Management, Wealth Management..., Financial Risk, Relationship Management, Fund Of Funds, Mergers & Acquisitions, Investor Relations, Financial Structuring, FINRA, Equity Valuation, ETFs, Series 63, Asset Managment, Retirement Planning, Investment Strategies, Wealth Management, Valuation, Investments, Investment Advisory, Financial Services, Trading Systems, Technical Analysis, Bloomberg Terminal, Financial Markets, Electronic Trading, Bloomberg
Education
UC Santa Barbara
Bachelor's Degree, Political Science
Saint Ignatius College Preparatory
Michael Catanzaro's Thomas Weisel Partners Experience June 2000 - July 2010
Job Managing Director at CRT Capital Group
Industry Investment Banking
Experience
CRT Capital Group February 2014 - Present
Lazard Capital Markets August 2010 - January 2014
Thomas Weisel Partners June 2000 - July 2010
Skills
Equity Research, Financial Modeling, Investments, Bloomberg, Capital Markets, Hedge Funds, Equities, Valuation, Investment Banking, Alternative Investments, Series 7, Fixed Income, Asset Management, Private Equity, Portfolio Management
Education
The University of Connecticut 1991 — 1995
BS, Business Administration
La Salle Academy
CRT Capital Group February 2014 - Present
Lazard Capital Markets August 2010 - January 2014
Thomas Weisel Partners June 2000 - July 2010
Skills
Equity Research, Financial Modeling, Investments, Bloomberg, Capital Markets, Hedge Funds, Equities, Valuation, Investment Banking, Alternative Investments, Series 7, Fixed Income, Asset Management, Private Equity, Portfolio Management
Education
The University of Connecticut 1991 — 1995
BS, Business Administration
La Salle Academy
brett katzner's Thomas Weisel Partners Experience July 2006 - July 2007
Job Desk Analyst, BTIG LLC
Industry Investment Management
Experience
BTIG July 2012 - Present
Bascom Hill Partners / Lions Path Capital / The Galleon Group June 2007 - July 2012
Thomas Weisel Partners July 2006 - July 2007
Prudential Securities July 2000 - July 2006
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
Skills
Hedge Funds, Mutual Funds, Equities, Bloomberg, Alternative Investments, Equity Research
Education
Syracuse University
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
BTIG July 2012 - Present
Bascom Hill Partners / Lions Path Capital / The Galleon Group June 2007 - July 2012
Thomas Weisel Partners July 2006 - July 2007
Prudential Securities July 2000 - July 2006
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
first union 1996 - 1999
Skills
Hedge Funds, Mutual Funds, Equities, Bloomberg, Alternative Investments, Equity Research
Education
Syracuse University
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
Hisham Nazer's Thomas Weisel Partners Experience June 2012 - July 2012
Job Student at University of California, Los Angeles
Industry
Experience
Bupa August 2013 - September 2013
Thomas Weisel Partners June 2012 - July 2012
Bupa Arabia June 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Time Management
Education
University of California, Los Angeles 2010 — 2015
The Lawrenceville School 2006 — 2010
Bupa August 2013 - September 2013
Thomas Weisel Partners June 2012 - July 2012
Bupa Arabia June 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Time Management
Education
University of California, Los Angeles 2010 — 2015
The Lawrenceville School 2006 — 2010
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS