Thomas Weisel Partners LLC
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, CA Parent organization: Stifel Key person: Thom Weisel Subsidiaries: THOMAS WEISEL PARTNERS LLC,
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Thomas Weisel Partners LLC Employees
Employee
Years
Job
Industry
Wyn Skeels Wyn Skeels's Thomas Weisel Partners LLC Experience June 2005 - August 2007
Job Academic Support Coordinator Berkeley High School
Industry Education Management
Experience
Berkeley High School August 2011 - Present
Community Partnerships Academy, Berkeley High School August 2007 - August 2011
Thomas Weisel Partners, LLC June 2005 - August 2007
Skills
Curriculum Design, Educational Leadership, Nonprofits, Staff Development, Teaching, Program Development, Student Development, College Readiness, Finance, Training, Employee Training, Contract Recruitment, Public Speaking, Program Evaluation, Educational Fundraising, Secondary Education, Secondary Research, Social Networking, Critical Thinking, Public Policy, Ethnic Studies, Political Economy, Economics
Education
University of California, Berkeley
Bachelor of Arts (BA), English Language and Literature/Letters
CSU East Bay 2012 — 2013
Master of Science (MS), Secondary School Administration/Principalship
Berkeley High School August 2011 - Present
Community Partnerships Academy, Berkeley High School August 2007 - August 2011
Thomas Weisel Partners, LLC June 2005 - August 2007
Skills
Curriculum Design, Educational Leadership, Nonprofits, Staff Development, Teaching, Program Development, Student Development, College Readiness, Finance, Training, Employee Training, Contract Recruitment, Public Speaking, Program Evaluation, Educational Fundraising, Secondary Education, Secondary Research, Social Networking, Critical Thinking, Public Policy, Ethnic Studies, Political Economy, Economics
Education
University of California, Berkeley
Bachelor of Arts (BA), English Language and Literature/Letters
CSU East Bay 2012 — 2013
Master of Science (MS), Secondary School Administration/Principalship
Cheryl Schmidt Cheryl Schmidt's Thomas Weisel Partners LLC Experience July 2000 - June 2010
Job Supervisory Analyst, Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities, LLC June 2011 - Present
Stifel Nicolaus June 2010 - June 2011
Thomas Weisel Partners LLC July 2000 - June 2010
Deutsche Bank Alex. Brown 1997 - 2000
Private Consulting Group, Inc 1995 - 1997
Dean Witter Reynolds, Inc 1993 - 1995
Bull & Bear Group, Inc. 1992 - 1993
Elsevier Science Publishing Co, Inc 1991 - 1992
Skills
Equity Research, Series 63, Series 7, Securities, Editing, Technical Writing, Compliance, Series 16, Series 86/87, Editorial, Valuation, FINRA, Equities, Capital Markets, Investments, Financial Analysis, Investment Banking, Financial Modeling, Financial Markets
Education
State University of New York at Stony Brook 1989 — 1990
BA, English and Journalism (minor)
State University of New York College at Oneonta 1986 — 1988
Associate's Degree, English Language and Literature, General
Wells Fargo Securities, LLC June 2011 - Present
Stifel Nicolaus June 2010 - June 2011
Thomas Weisel Partners LLC July 2000 - June 2010
Deutsche Bank Alex. Brown 1997 - 2000
Private Consulting Group, Inc 1995 - 1997
Dean Witter Reynolds, Inc 1993 - 1995
Bull & Bear Group, Inc. 1992 - 1993
Elsevier Science Publishing Co, Inc 1991 - 1992
Skills
Equity Research, Series 63, Series 7, Securities, Editing, Technical Writing, Compliance, Series 16, Series 86/87, Editorial, Valuation, FINRA, Equities, Capital Markets, Investments, Financial Analysis, Investment Banking, Financial Modeling, Financial Markets
Education
State University of New York at Stony Brook 1989 — 1990
BA, English and Journalism (minor)
State University of New York College at Oneonta 1986 — 1988
Associate's Degree, English Language and Literature, General
Lisa Sorani, SPHR Lisa Sorani, SPHR's Thomas Weisel Partners LLC Experience October 2004 - October 2008
Job Human Resources Professional
Industry Utilities
Experience
EBMUD April 2013 - Present
RS Investments February 2013 - March 2013
ThinkEquity LLC March 2010 - December 2012
The Trium Group October 2008 - January 2009
Thomas Weisel Partners, LLC October 2004 - October 2008
Gensler Architecture, Design & Planning Worldwide 2004 - 2004
Novo (now Arc Worldwide) 2000 - 2002
Hambrecht & Quist 1992 - 2000
Skills
Workshop Facilitation, Full-life Cycle..., Mergers, Talent Management, Organizational..., Performance Management, Employee Relations, Management Consulting, Human Resources, Recruiting, HRIS, Mergers & Acquisitions, Employee Benefits, Equities, Employment Law, Strategy, Project Management, Leadership, Investment Banking, Executive Management, Management
Education
University of San Francisco 1997 — 2000
MA, HR and Organizational Development
California State University-Chico 1990 — 1992
BA, Psychology
EBMUD April 2013 - Present
RS Investments February 2013 - March 2013
ThinkEquity LLC March 2010 - December 2012
The Trium Group October 2008 - January 2009
Thomas Weisel Partners, LLC October 2004 - October 2008
Gensler Architecture, Design & Planning Worldwide 2004 - 2004
Novo (now Arc Worldwide) 2000 - 2002
Hambrecht & Quist 1992 - 2000
Skills
Workshop Facilitation, Full-life Cycle..., Mergers, Talent Management, Organizational..., Performance Management, Employee Relations, Management Consulting, Human Resources, Recruiting, HRIS, Mergers & Acquisitions, Employee Benefits, Equities, Employment Law, Strategy, Project Management, Leadership, Investment Banking, Executive Management, Management
Education
University of San Francisco 1997 — 2000
MA, HR and Organizational Development
California State University-Chico 1990 — 1992
BA, Psychology
Emile El Nems Emile El Nems's Thomas Weisel Partners LLC Experience June 2005 - September 2006
Job Portfolio Manager at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management August 2013 - Present
Amber Capital October 2006 - July 2013
Thomas Weisel Partners, LLC June 2005 - September 2006
Banc of America Securities May 2000 - June 2005
Skills
Investments, TMT, Emerging Markets (MENA), Hedge Funds, Asset Managment, Merchant Banking, Restructuring, Private Equity, M&A, Debt & Equity Offerings, Corporate Finance, Valuation, Financial Modeling, Equity & Fixed Income..., Equities, Mergers & Acquisitions, Mergers, Asset Management, Investment Banking, Equity Research, Portfolio Management, Financial Markets, Strategy
Education
Columbia Business School 1992 — 1994
Stevens Institute of Technology 1987 — 1991
Bachelor of Science (BS), Chemical Engineering
Visium Asset Management August 2013 - Present
Amber Capital October 2006 - July 2013
Thomas Weisel Partners, LLC June 2005 - September 2006
Banc of America Securities May 2000 - June 2005
Skills
Investments, TMT, Emerging Markets (MENA), Hedge Funds, Asset Managment, Merchant Banking, Restructuring, Private Equity, M&A, Debt & Equity Offerings, Corporate Finance, Valuation, Financial Modeling, Equity & Fixed Income..., Equities, Mergers & Acquisitions, Mergers, Asset Management, Investment Banking, Equity Research, Portfolio Management, Financial Markets, Strategy
Education
Columbia Business School 1992 — 1994
Stevens Institute of Technology 1987 — 1991
Bachelor of Science (BS), Chemical Engineering
Rutherfoord Ferguson Rutherfoord Ferguson's Thomas Weisel Partners LLC Experience March 2000 - November 2001
Job Vice President Investment Consultant at Caprin Asset Management, LLC
Industry Financial Services
Experience
Caprin Asset Management, LLC September 2014 - Present
RiverFront Investment Group, LLC September 2010 - September 2014
Wealthcare Capital Management November 2008 - September 2010
Wachovia Securities Financial Network, LLC February 2006 - September 2008
Mercer Rug Cleansing, Inc December 2001 - February 2006
Thomas Weisel Partners, LLC March 2000 - November 2001
Education
Hampden-Sydney College 1991 — 1995
Bachelor of Arts (B.A.), History
Caprin Asset Management, LLC September 2014 - Present
RiverFront Investment Group, LLC September 2010 - September 2014
Wealthcare Capital Management November 2008 - September 2010
Wachovia Securities Financial Network, LLC February 2006 - September 2008
Mercer Rug Cleansing, Inc December 2001 - February 2006
Thomas Weisel Partners, LLC March 2000 - November 2001
Education
Hampden-Sydney College 1991 — 1995
Bachelor of Arts (B.A.), History
Daggs, Ash Daggs, Ash's Thomas Weisel Partners LLC Experience March 2000 - October 2007
Job Wells Fargo Private Bank, Wealth Advisor
Industry Financial Services
Experience
Wells Fargo Private Bank November 2007 - Present
League to Save Lake Tahoe August 2011 - Present
Thomas Weisel Partners LLC March 2000 - October 2007
Franklin Templeton Investments January 1997 - March 2000
Education
University of San Diego 1990 — 1994
B.A., Sociology
Wells Fargo Private Bank November 2007 - Present
League to Save Lake Tahoe August 2011 - Present
Thomas Weisel Partners LLC March 2000 - October 2007
Franklin Templeton Investments January 1997 - March 2000
Education
University of San Diego 1990 — 1994
B.A., Sociology
Mark Boucher Mark Boucher's Thomas Weisel Partners LLC Experience July 2003 - June 2006
Job
Industry Investment Banking
Experience
Greenhill & Co. January 2014 - Present
Greenhill & Co. September 2010 - January 2014
Focus Ventures July 2006 - May 2008
Thomas Weisel Partners LLC July 2003 - June 2006
Skills
Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Corporate Finance, LBO, Mergers, Due Diligence, M&A experience, Investments, Growth Capital
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Stanford University 1999 — 2003
B.A.
The Lawrenceville School 1995 — 1999
N.M.
Greenhill & Co. January 2014 - Present
Greenhill & Co. September 2010 - January 2014
Focus Ventures July 2006 - May 2008
Thomas Weisel Partners LLC July 2003 - June 2006
Skills
Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Corporate Finance, LBO, Mergers, Due Diligence, M&A experience, Investments, Growth Capital
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Stanford University 1999 — 2003
B.A.
The Lawrenceville School 1995 — 1999
N.M.
Chad Rubin's Thomas Weisel Partners LLC Experience December 2006 - September 2007
Job
Industry Internet
Experience
Skubana 2014 - Present
General Assembly June 2013 - Present
Crucial Vacuum September 2009 - Present
FBR September 2007 - February 2009
Thomas Weisel Partners LLC. December 2006 - September 2007
Ryan Beck & Co. June 2006 - September 2006
Skills
E-commerce, Multi-channel Marketing, Cross-Channel, Equity Research, Financial Modeling, Strategy, Analysis, Financial Analysis, Finance, Private Equity, Integrated Marketing, Valuation, Pricing, Economics, Retail, Equities, Due Diligence, Financial Services, Start-ups, Investments, Banking, Strategic Partnerships, Analytics, Hedge Funds, Sales, Competitive Analysis, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Bloomberg, Market Research, Process Automation, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2003 — 2006
B.B.A, Finance
University of Massachusetts, Amherst 2003 — 2006
BBA, Finance
Skubana 2014 - Present
General Assembly June 2013 - Present
Crucial Vacuum September 2009 - Present
FBR September 2007 - February 2009
Thomas Weisel Partners LLC. December 2006 - September 2007
Ryan Beck & Co. June 2006 - September 2006
Skills
E-commerce, Multi-channel Marketing, Cross-Channel, Equity Research, Financial Modeling, Strategy, Analysis, Financial Analysis, Finance, Private Equity, Integrated Marketing, Valuation, Pricing, Economics, Retail, Equities, Due Diligence, Financial Services, Start-ups, Investments, Banking, Strategic Partnerships, Analytics, Hedge Funds, Sales, Competitive Analysis, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Bloomberg, Market Research, Process Automation, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2003 — 2006
B.B.A, Finance
University of Massachusetts, Amherst 2003 — 2006
BBA, Finance
Julie Reilly Julie Reilly's Thomas Weisel Partners LLC Experience 1999 - 2003
Job Exec Admin at Zuora, Inc.
Industry Management Consulting
Experience
Zuora, Inc. June 2014 - Present
Myrtle Potter & Co, LLC September 2009 - January 2014
Deloitte, LLP 2008 - 2008
The Mountain Winery April 2004 - August 2007
Thomas Weisel Partners, LLC 1999 - 2003
Nations Bank Montgomery Securities, LLC April 1997 - April 1999
Skills
Microsoft Excel, Outlook, Strategic Planning, Event Management, Microsoft Office, PowerPoint, Project Management, Microsoft Word, Customer Service, Event Planning, Research, High Quality Executive..., Vendor Management, Process...
Education
San Jose State University 1990 — 1993
Bachelor of Arts (B.A.), Economics
De Anza College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Zuora, Inc. June 2014 - Present
Myrtle Potter & Co, LLC September 2009 - January 2014
Deloitte, LLP 2008 - 2008
The Mountain Winery April 2004 - August 2007
Thomas Weisel Partners, LLC 1999 - 2003
Nations Bank Montgomery Securities, LLC April 1997 - April 1999
Skills
Microsoft Excel, Outlook, Strategic Planning, Event Management, Microsoft Office, PowerPoint, Project Management, Microsoft Word, Customer Service, Event Planning, Research, High Quality Executive..., Vendor Management, Process...
Education
San Jose State University 1990 — 1993
Bachelor of Arts (B.A.), Economics
De Anza College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Krista Bessinger Krista Bessinger's Thomas Weisel Partners LLC Experience 1999 - 1999
Job Senior Director, Investor Relations at Twitter
Industry Internet
Experience
Twitter October 2013 - Present
Zynga March 2012 - October 2013
Google January 2010 - March 2012
Google October 2007 - January 2011
Oracle 2005 - 2007
Amerindo 1999 - 2003
Thomas Weisel Partners LLC 1999 - 1999
Skills
Investor Relations, Corporate Development, IPO, Venture Capital, Digital Media, Competitive Analysis, Enterprise Software, E-commerce, Financial Modeling, Mergers, Financial Analysis, Business Strategy, Corporate Communications, Strategic Planning, Strategy Development, Valuation, Public Relations, Online Advertising, Financial Markets, Investment Banking, Team Leadership
Education
Smith College
Twitter October 2013 - Present
Zynga March 2012 - October 2013
Google January 2010 - March 2012
Google October 2007 - January 2011
Oracle 2005 - 2007
Amerindo 1999 - 2003
Thomas Weisel Partners LLC 1999 - 1999
Skills
Investor Relations, Corporate Development, IPO, Venture Capital, Digital Media, Competitive Analysis, Enterprise Software, E-commerce, Financial Modeling, Mergers, Financial Analysis, Business Strategy, Corporate Communications, Strategic Planning, Strategy Development, Valuation, Public Relations, Online Advertising, Financial Markets, Investment Banking, Team Leadership
Education
Smith College
Jonathan Surridge Jonathan Surridge's Thomas Weisel Partners LLC Experience April 2005 - August 2006
Job Experienced Chief Financial Officer
Industry Internet
Experience
Motif Investing December 2011 - August 2015
Motif Investing October 2010 - December 2011
Wells Fargo Securities, LLC November 2006 - October 2010
Thomas Weisel Partners LLC April 2005 - August 2006
Charles Schwab & Co. Inc March 2003 - March 2005
Deutsche Banc Alex. Brown July 2001 - January 2002
NBC Internet, Inc May 2000 - August 2000
Bear Stearns & Co. Inc January 1997 - January 1999
Southport Partners July 1995 - March 1997
Skills
Series 7, Series 63, Series 4, Series 55, Series 27, Financial Modeling, Strategic Financial..., Equities, Fundamental Analysis, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Budgeting & Forecasting, Business Development, Valuation, Venture Capital, Mergers & Acquisitions, E-commerce, Capital Markets, IPO, FINRA, Analysis, Cross-functional Team..., Finance, Financial Advisory, Strategy, Mentoring, Accounting, Business Strategy, New Business Development, Strategic Planning, Team Building, Team Leadership, Investments, Management, Due Diligence, Corporate Development, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA, Finance
Yale University 1991 — 1995
B.A., Political Science
Motif Investing December 2011 - August 2015
Motif Investing October 2010 - December 2011
Wells Fargo Securities, LLC November 2006 - October 2010
Thomas Weisel Partners LLC April 2005 - August 2006
Charles Schwab & Co. Inc March 2003 - March 2005
Deutsche Banc Alex. Brown July 2001 - January 2002
NBC Internet, Inc May 2000 - August 2000
Bear Stearns & Co. Inc January 1997 - January 1999
Southport Partners July 1995 - March 1997
Skills
Series 7, Series 63, Series 4, Series 55, Series 27, Financial Modeling, Strategic Financial..., Equities, Fundamental Analysis, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Budgeting & Forecasting, Business Development, Valuation, Venture Capital, Mergers & Acquisitions, E-commerce, Capital Markets, IPO, FINRA, Analysis, Cross-functional Team..., Finance, Financial Advisory, Strategy, Mentoring, Accounting, Business Strategy, New Business Development, Strategic Planning, Team Building, Team Leadership, Investments, Management, Due Diligence, Corporate Development, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA, Finance
Yale University 1991 — 1995
B.A., Political Science
Eric Perreca's Thomas Weisel Partners LLC Experience 1998 - 2000
Job Private Equity Investor in Sustainable Infrastructure
Industry Renewables & Environment
Experience
Hunt Alternative Energy Investments 2011 - November 2014
Scatec Solar North America, Inc. May 2008 - 2011
Innovation Investments, LLC September 2004 - May 2008
Thomas Weisel Partners, LLC 1998 - 2000
United States Navy June 1987 - May 1997
Skills
Start-ups, Mergers & Acquisitions, Entrepreneurship, Wind, Renewable Energy, Corporate Development, Business Planning, Management, Business Strategy, Investments, Venture Capital, Strategy, Due Diligence, Energy Transmission, Program Management, Mergers, Counterterrorism, Financial Modeling, Private Equity, Financial Structuring, Solar Power, Solar Energy, Information Technology, Business Development, Valuation
Education
University of Pennsylvania - The Wharton School 1997 — 1998
MBA
United States Naval Academy
BSS
Hunt Alternative Energy Investments 2011 - November 2014
Scatec Solar North America, Inc. May 2008 - 2011
Innovation Investments, LLC September 2004 - May 2008
Thomas Weisel Partners, LLC 1998 - 2000
United States Navy June 1987 - May 1997
Skills
Start-ups, Mergers & Acquisitions, Entrepreneurship, Wind, Renewable Energy, Corporate Development, Business Planning, Management, Business Strategy, Investments, Venture Capital, Strategy, Due Diligence, Energy Transmission, Program Management, Mergers, Counterterrorism, Financial Modeling, Private Equity, Financial Structuring, Solar Power, Solar Energy, Information Technology, Business Development, Valuation
Education
University of Pennsylvania - The Wharton School 1997 — 1998
MBA
United States Naval Academy
BSS
Perry Boyle's Thomas Weisel Partners LLC Experience February 1999 - December 2004
Job Head of Equities/Director of Research at Point72 Asset Management L.P.
Industry Investment Management
Experience
Point72 Asset Management L.P. December 2004 - Present
Thomas Weisel Partners LLC February 1999 - December 2004
Alex. Brown & Sons September 1992 - January 1999
The Deerpath Group July 1990 - September 1992
BT Securities Corporation 1989 - 1990
Booz-Allen & Hamilton October 1988 - June 1989
Salomon Brothers 1984 - 1986
Skills
Equities, Equity Research, Investments, Portfolio Management, Hedge Funds, Research, Financial Analysis, Asset Management, Risk Management, Business Strategy, Valuation, Alternative Investments, Asset Managment, Capital Markets, Due Diligence, Equity Valuation, Finance, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Private Equity, Trading, Venture Capital
Education
Tuck School of Business 1986 — 1988
MBA, Business Administration and Management, General
Stanford 1981 — 1984
AB, Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 1983 — 1983
Greenwich High School 1978 — 1981
Point72 Asset Management L.P. December 2004 - Present
Thomas Weisel Partners LLC February 1999 - December 2004
Alex. Brown & Sons September 1992 - January 1999
The Deerpath Group July 1990 - September 1992
BT Securities Corporation 1989 - 1990
Booz-Allen & Hamilton October 1988 - June 1989
Salomon Brothers 1984 - 1986
Skills
Equities, Equity Research, Investments, Portfolio Management, Hedge Funds, Research, Financial Analysis, Asset Management, Risk Management, Business Strategy, Valuation, Alternative Investments, Asset Managment, Capital Markets, Due Diligence, Equity Valuation, Finance, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Private Equity, Trading, Venture Capital
Education
Tuck School of Business 1986 — 1988
MBA, Business Administration and Management, General
Stanford 1981 — 1984
AB, Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 1983 — 1983
Greenwich High School 1978 — 1981
PT Luther's Thomas Weisel Partners LLC Experience May 2002 - April 2006
Job Research Analyst, US Metals and Mining at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch November 2013 - Present
UBS Investment Bank May 2010 - June 2013
UBS Investment Bank April 2006 - May 2010
Thomas Weisel Partners LLC May 2002 - April 2006
Thomas Weisel Partners LLC October 2000 - May 2002
Skills
Equity Research, Hedge Funds, Equities, Equity Valuation, Bloomberg, Valuation, Investment Banking, Investments, Trading, Finance, Financial Modeling, Capital Markets, Analysis, Alternative Investments, Fixed Income
Education
Georgetown University 1996 — 2000
Bachelor of Arts (BA), Economics
St. John's Preparatory School 1992 — 1996
Bank of America Merrill Lynch November 2013 - Present
UBS Investment Bank May 2010 - June 2013
UBS Investment Bank April 2006 - May 2010
Thomas Weisel Partners LLC May 2002 - April 2006
Thomas Weisel Partners LLC October 2000 - May 2002
Skills
Equity Research, Hedge Funds, Equities, Equity Valuation, Bloomberg, Valuation, Investment Banking, Investments, Trading, Finance, Financial Modeling, Capital Markets, Analysis, Alternative Investments, Fixed Income
Education
Georgetown University 1996 — 2000
Bachelor of Arts (BA), Economics
St. John's Preparatory School 1992 — 1996
Nancy Simmons's Thomas Weisel Partners LLC Experience April 2000 - September 2001
Job Management Consultant M&A, Private Equity and Financial Analysis
Industry Financial Services
Experience
Self-employed October 2001 - Present
Thomas Weisel Partners, LLC April 2000 - September 2001
JP Morgan & Co., Inc. June 1996 - April 2000
Oppenheimer & Co., Inc. April 1991 - June 1994
Ernst & Young May 1990 - February 1991
Skills
Mergers & Acquisitions, Financial Analysis, Private Equity, Equities, Financial Advisory, Financial Modeling, Corporate Finance, Mergers, Valuation, Management, Due Diligence, Project Management, Investment Banking
Education
The Johns Hopkins University School of Advanced International Studies 1995 — 1997
MA International Economics, Economics and Latin American Studies
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Berkeley 1985 — 1989
BA, Social Sciences
Self-employed October 2001 - Present
Thomas Weisel Partners, LLC April 2000 - September 2001
JP Morgan & Co., Inc. June 1996 - April 2000
Oppenheimer & Co., Inc. April 1991 - June 1994
Ernst & Young May 1990 - February 1991
Skills
Mergers & Acquisitions, Financial Analysis, Private Equity, Equities, Financial Advisory, Financial Modeling, Corporate Finance, Mergers, Valuation, Management, Due Diligence, Project Management, Investment Banking
Education
The Johns Hopkins University School of Advanced International Studies 1995 — 1997
MA International Economics, Economics and Latin American Studies
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
University of California, Berkeley 1985 — 1989
BA, Social Sciences
Peter Cronin's Thomas Weisel Partners LLC Experience June 2006 - May 2008
Job Operating Officer
Industry Financial Services
Experience
THOMAS WEISEL PARTNERS LLC June 2006 - May 2008
BANK OF AMERICA January 2005 - June 2006
BANK OF AMERICA July 2003 - December 2004
BANC OF AMERICA SECURITIES, LLC (Global Corporate Investment Bank) November 2000 - July 2003
NATIONSBANC MONTGOMERY SECURITIES, LLC (Corporate Investment Bank) December 1999 - November 2000
MONTGOMERY SECURITIES, LLC January 1998 - December 1999
MONTGOMERY SECURITIES, LLC January 1994 - January 1998
FIDELITY INVESTMENTS (Fidelity Accounting and Custodial Services) July 1991 - December 1993
Education
Denison University 1987 — 1991
Bachelor of Arts, Economics
University of Sydney 1990 — 1990
Economics
Virginia Episcopal School 1985 — 1987
High School
University of Virginia
THOMAS WEISEL PARTNERS LLC June 2006 - May 2008
BANK OF AMERICA January 2005 - June 2006
BANK OF AMERICA July 2003 - December 2004
BANC OF AMERICA SECURITIES, LLC (Global Corporate Investment Bank) November 2000 - July 2003
NATIONSBANC MONTGOMERY SECURITIES, LLC (Corporate Investment Bank) December 1999 - November 2000
MONTGOMERY SECURITIES, LLC January 1998 - December 1999
MONTGOMERY SECURITIES, LLC January 1994 - January 1998
FIDELITY INVESTMENTS (Fidelity Accounting and Custodial Services) July 1991 - December 1993
Education
Denison University 1987 — 1991
Bachelor of Arts, Economics
University of Sydney 1990 — 1990
Economics
Virginia Episcopal School 1985 — 1987
High School
University of Virginia
Salvatore Patanio's Thomas Weisel Partners LLC Experience March 2007 - October 2007
Job Institutional Sales Professional
Industry Financial Services
Experience
Vandham Securities September 2009 - Present
Vandham Securities October 2009 - October 2010
AFA 2007 - 2008
was Thomas Weisel Partners March 2007 - November 2007
Thomas Weisel Partners, LLC March 2007 - October 2007
EGS Securities June 2006 - January 2007
BNY Convergex March 2006 - October 2006
2005BANK OF NEW YORK BROKERAGE March 2005 - October 2005
STANDARD & POOR'S SECURITIES, INC January 1995 - March 2005
Standard & Poor's 1995 - 2005
Skills
Institutional Clients, Trading, CSA, Electronic Trading, Equities, Equity Trading, Trading Systems, Series 7, Hedge Funds, Securities, Series 63, Capital Markets, Options, Financial Markets, Bloomberg, Fixed Income, Asset Managment, ETFs, Alternative Investments, Series 24, Investments, Portfolio Management, Equity Research, FINRA, Financial Services, Asset Management
Education
City University of New York-College of Staten Island 1997 — 2001
ba, English lit./ Business
Richmond College 1977 — 1981
B.A, liberal arts
Vandham Securities September 2009 - Present
Vandham Securities October 2009 - October 2010
AFA 2007 - 2008
was Thomas Weisel Partners March 2007 - November 2007
Thomas Weisel Partners, LLC March 2007 - October 2007
EGS Securities June 2006 - January 2007
BNY Convergex March 2006 - October 2006
2005BANK OF NEW YORK BROKERAGE March 2005 - October 2005
STANDARD & POOR'S SECURITIES, INC January 1995 - March 2005
Standard & Poor's 1995 - 2005
Skills
Institutional Clients, Trading, CSA, Electronic Trading, Equities, Equity Trading, Trading Systems, Series 7, Hedge Funds, Securities, Series 63, Capital Markets, Options, Financial Markets, Bloomberg, Fixed Income, Asset Managment, ETFs, Alternative Investments, Series 24, Investments, Portfolio Management, Equity Research, FINRA, Financial Services, Asset Management
Education
City University of New York-College of Staten Island 1997 — 2001
ba, English lit./ Business
Richmond College 1977 — 1981
B.A, liberal arts
Ann Akichika's Thomas Weisel Partners LLC Experience 2000 - 2006
Job
Industry Investment Management
Experience
Artisan Partners 2006 - Present
Thomas Weisel Partners LLC 2000 - 2006
Hambrecht & Quist 1996 - 2000
JP Morgan 1993 - 1996
Morgan Stanley 1988 - 1990
Skills
Equities, Hedge Funds, Investments, Capital Markets, Private Equity, Asset Management, Valuation, Banking, Finance, Investment Banking, Alternative Investments, Mutual Funds, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB
London School of Economics and Political Science
MSc
Artisan Partners 2006 - Present
Thomas Weisel Partners LLC 2000 - 2006
Hambrecht & Quist 1996 - 2000
JP Morgan 1993 - 1996
Morgan Stanley 1988 - 1990
Skills
Equities, Hedge Funds, Investments, Capital Markets, Private Equity, Asset Management, Valuation, Banking, Finance, Investment Banking, Alternative Investments, Mutual Funds, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB
London School of Economics and Political Science
MSc
Pamela Fong's Thomas Weisel Partners LLC Experience January 1999 - October 2006
Job Director, Wells Fargo Securities/Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Wells Fargo Securities May 2008 - Present
MERLIN SECURITIES LLC, A Wells Fargo Company May 2008 - Present
The Shemano Group December 2007 - May 2008
BTIG LLC June 2007 - December 2007
Nollenberger Capital Partners October 2006 - June 2007
THOMAS WEISEL PARTNERS LLC January 1999 - October 2006
Thomas Weisel Partners 1999 - 2006
Montgomery Securities May 1998 - January 1999
HSBC SECURITIES, INC August 1995 - May 1998
SALOMON BROTHERS, INC August 1993 - August 1995
Education
Member of New York and Massachusetts
Doctor of Law (J.D.)
New York Law School 1989 — 1993
JD, Law
NEW YORK LAW SCHOOL
Juris Doctorate
DREW UNIVERSITY 1981 — 1985
Drew University 1981 — 1985
BA, Behavioral Sciences, Political Science
Erika Henik, Ph.D.'s Thomas Weisel Partners LLC Experience 2000 - 2007
Job President & CEO at VIARI Chocolates LLC
Industry Financial Services
Experience
VIARI Chocolates LLC August 2013 - Present
J.P. Morgan March 2013 - Present
Stevens Institute of Technology January 2009 - Present
MKM Partners June 2012 - March 2013
MKM Partners October 2010 - June 2012
MKM Partners May 2010 - October 2010
MKM Partners December 2009 - April 2010
Self-employed January 2009 - December 2009
Goldman Sachs & Co., Inc. 2007 - 2008
Thomas Weisel Partners LLC 2000 - 2007
Skills
Business Strategy, Change Management, Financial Modeling, Organizational..., Financial Services, Corporate Communications, Entrepreneurship, Coaching, Investments, Strategic Planning, Training, Business Analysis, Program Management, Strategy, Management, Microsoft Office, Organizational Design, Team Building, Leadership, Start-ups, Market Research, CRM, Equity Research, Performance Management, Research, Economics
Education
University of California, Berkeley, Haas School of Business 2002 — 2008
Ph.D., Organizational Behavior
Columbia University in the City of New York 1986 — 1990
B.A., Psychology
VIARI Chocolates LLC August 2013 - Present
J.P. Morgan March 2013 - Present
Stevens Institute of Technology January 2009 - Present
MKM Partners June 2012 - March 2013
MKM Partners October 2010 - June 2012
MKM Partners May 2010 - October 2010
MKM Partners December 2009 - April 2010
Self-employed January 2009 - December 2009
Goldman Sachs & Co., Inc. 2007 - 2008
Thomas Weisel Partners LLC 2000 - 2007
Skills
Business Strategy, Change Management, Financial Modeling, Organizational..., Financial Services, Corporate Communications, Entrepreneurship, Coaching, Investments, Strategic Planning, Training, Business Analysis, Program Management, Strategy, Management, Microsoft Office, Organizational Design, Team Building, Leadership, Start-ups, Market Research, CRM, Equity Research, Performance Management, Research, Economics
Education
University of California, Berkeley, Haas School of Business 2002 — 2008
Ph.D., Organizational Behavior
Columbia University in the City of New York 1986 — 1990
B.A., Psychology
Matthew Fundakowski's Thomas Weisel Partners LLC Experience May 2007 - July 2009
Job North America Collateral/Indications Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
LL Bean September 2011 - April 2012
Thomas Weisel Partners LLC May 2007 - July 2009
Stone & Youngberg LLC July 2003 - May 2007
Skills
FINRA, Financial Services, Collateral Management, OTC Derivatives, Equities, Hedge Funds, Asset Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
B.A., Philosophy and History
Morgan Stanley April 2012 - Present
LL Bean September 2011 - April 2012
Thomas Weisel Partners LLC May 2007 - July 2009
Stone & Youngberg LLC July 2003 - May 2007
Skills
FINRA, Financial Services, Collateral Management, OTC Derivatives, Equities, Hedge Funds, Asset Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
B.A., Philosophy and History
John Soden's Thomas Weisel Partners LLC Experience January 2004 - March 2010
Job Managing Director at Thomas Weisel Partners
Industry Investment Banking
Experience
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners LLC January 2004 - March 2010
UBS Investment Bank August 1997 - September 2002
Education
Northwestern University 1991 — 1993
BA, Economics (Hons)
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners LLC January 2004 - March 2010
UBS Investment Bank August 1997 - September 2002
Education
Northwestern University 1991 — 1993
BA, Economics (Hons)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS