Tiburon Strategic Advisors
Industry: Bank
DescriptionFounded: 1998 Subsidiary: Tiburon Strategic Advisors LLC, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportTiburon Strategic AdvisorsWebsiteDirections Saved (0) Saved Save Business management consultant in Tiburon, California Address: 1735 Tiburon Blvd, Belvedere Tiburon, CA 94920 Phone: (415) 789-2540Place name: : : Website: : : Category: Hours: : : Website: http://www.tiburonadvisors.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Tiburon Strategic Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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Tiburon Strategic Advisors Employees
Employee
Years
Job
Industry
Will Stockton, MBA Will Stockton, MBA's Tiburon Strategic Advisors Experience September 2007 - May 2008
Job Lead Solar Advisor at SunPower Corporation
Industry Renewables & Environment
Experience
SunPower Corporation September 2013 - Present
Retail Realm May 2013 - September 2013
Verengo Solar Plus October 2012 - April 2013
NationWize Solar August 2011 - August 2012
SunLink Corporation March 2010 - December 2010
WTB Consulting May 2009 - August 2009
Tiburon Strategic Advisors September 2007 - May 2008
VIP Sports Marketing January 2007 - August 2007
Skills
Online Marketing, Marketing Strategy, Solar Energy, Strategic Planning, Strategic Partnerships, Marketing, Sales, New Business Development, Renewable Energy, Sustainability, Analysis, Lead Generation, Social Media, Strategy, Management, Start-ups, Operations Management, Business Planning, Marketing Research, Program Management, Proposal Writing, Business Development
Education
Dominican University of California 2008 — 2011
MBA, Sustainable Enterprise
California State University-Chico 2000 — 2006
BS, Business Administration--Marketing
SunPower Corporation September 2013 - Present
Retail Realm May 2013 - September 2013
Verengo Solar Plus October 2012 - April 2013
NationWize Solar August 2011 - August 2012
SunLink Corporation March 2010 - December 2010
WTB Consulting May 2009 - August 2009
Tiburon Strategic Advisors September 2007 - May 2008
VIP Sports Marketing January 2007 - August 2007
Skills
Online Marketing, Marketing Strategy, Solar Energy, Strategic Planning, Strategic Partnerships, Marketing, Sales, New Business Development, Renewable Energy, Sustainability, Analysis, Lead Generation, Social Media, Strategy, Management, Start-ups, Operations Management, Business Planning, Marketing Research, Program Management, Proposal Writing, Business Development
Education
Dominican University of California 2008 — 2011
MBA, Sustainable Enterprise
California State University-Chico 2000 — 2006
BS, Business Administration--Marketing
Joshua Gnaizda Joshua Gnaizda's Tiburon Strategic Advisors Experience February 2008 - April 2008
Job CEO at The Blue Heron Group LLC
Industry Financial Services
Experience
The Blue Heron Group, LLC May 2008 - Present
Tiburon Strategic Advisors February 2008 - April 2008
Merrill Lynch September 2006 - December 2007
Skills
Financial Markets, Alternative Investments, Hedge Funds, Private Equity, Website Development, Investment Strategies, Financial Services, Strategy, Financial Modeling, Management, Finance, Investments, Portfolio Management, Asset Management, Equities, Market Research
Education
University of California, Davis 2001 — 2005
BS, Managerial Economics
The Blue Heron Group, LLC May 2008 - Present
Tiburon Strategic Advisors February 2008 - April 2008
Merrill Lynch September 2006 - December 2007
Skills
Financial Markets, Alternative Investments, Hedge Funds, Private Equity, Website Development, Investment Strategies, Financial Services, Strategy, Financial Modeling, Management, Finance, Investments, Portfolio Management, Asset Management, Equities, Market Research
Education
University of California, Davis 2001 — 2005
BS, Managerial Economics
Elliott Hauser Elliott Hauser's Tiburon Strategic Advisors Experience August 2009 - October 2009
Job CEO at Trinket
Industry Internet
Experience
trinket March 2013 - Present
UNC Chapel Hill August 2012 - June 2014
NESCent (National Evolutionary Synthesis Center) May 2012 - August 2012
Accenture August 2011 - May 2012
Accenture June 2011 - August 2011
Great Place to Work Institute August 2010 - May 2011
UNC Management Company, Inc May 2010 - August 2010
PENSCO Trust Company November 2009 - April 2010
Tiburon Strategic Advisors August 2009 - October 2009
Tiburon Strategic Advisors July 2009 - October 2009
Education
University of North Carolina at Chapel Hill 2012 — 2017
Doctor of Philosophy (PhD)
University of North Carolina at Chapel Hill 2010 — 2012
MSIS
Duke University 2002 — 2005
B.A.
Norfolk Academy 1990 — 2002
High School Diploma
trinket March 2013 - Present
UNC Chapel Hill August 2012 - June 2014
NESCent (National Evolutionary Synthesis Center) May 2012 - August 2012
Accenture August 2011 - May 2012
Accenture June 2011 - August 2011
Great Place to Work Institute August 2010 - May 2011
UNC Management Company, Inc May 2010 - August 2010
PENSCO Trust Company November 2009 - April 2010
Tiburon Strategic Advisors August 2009 - October 2009
Tiburon Strategic Advisors July 2009 - October 2009
Education
University of North Carolina at Chapel Hill 2012 — 2017
Doctor of Philosophy (PhD)
University of North Carolina at Chapel Hill 2010 — 2012
MSIS
Duke University 2002 — 2005
B.A.
Norfolk Academy 1990 — 2002
High School Diploma
Andrea Margolis Andrea Margolis's Tiburon Strategic Advisors Experience March 2015 - June 2015
Job Movie Publicity and Promotions Intern at Allied Integrated Marketing
Industry Marketing and Advertising
Experience
Allied Integrated Marketing May 2015 - August 2015
Tiburon Strategic Advisors March 2015 - June 2015
Innovative Design January 2015 - May 2015
Associated Students of the University of California August 2014 - May 2015
Smart Alecs February 2014 - May 2014
AMCO International Education Services, Inc June 2011 - July 2011
Skills
Bilingual-English/Spanis..., Branding, Advertising, Social Media, Photoshop, Illustrator, Graphic Design, Adobe Creative Suite, Microsoft Office, Logo Design, Autodesk Software, Photography, Art, PowerPoint, InDesign
Education
University of California, Berkeley 2013 — 2017
Bachelor's Degree, Communication and Media Studies, 3.51
Coronado School of the Arts 2009 — 2013
Visual Communication, Graphic Design, 4.0
Allied Integrated Marketing May 2015 - August 2015
Tiburon Strategic Advisors March 2015 - June 2015
Innovative Design January 2015 - May 2015
Associated Students of the University of California August 2014 - May 2015
Smart Alecs February 2014 - May 2014
AMCO International Education Services, Inc June 2011 - July 2011
Skills
Bilingual-English/Spanis..., Branding, Advertising, Social Media, Photoshop, Illustrator, Graphic Design, Adobe Creative Suite, Microsoft Office, Logo Design, Autodesk Software, Photography, Art, PowerPoint, InDesign
Education
University of California, Berkeley 2013 — 2017
Bachelor's Degree, Communication and Media Studies, 3.51
Coronado School of the Arts 2009 — 2013
Visual Communication, Graphic Design, 4.0
Mario Balistreri Mario Balistreri's Tiburon Strategic Advisors Experience September 2011 - June 2013
Job Analyst at The Croner Company
Industry Management Consulting
Experience
The Croner Company June 2013 - Present
Tiburon Strategic Advisors September 2011 - June 2013
Financial Freedom March 2008 - August 2008
Firemans Fund Insurance Company October 2007 - March 2008
Wells Fargo October 2006 - August 2007
Shott Capital Management May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Due Diligence, Data Analysis, Risk Management, Accounting, Customer Service, Process Improvement, Finance, Analysis, Financial Reporting, Business Strategy
Education
San Francisco State University, College of Business 2009 — 2010
MBA, Business Administration
Université Nice Sophia Antipolis 2009 — 2010
Masters, International Business
Arizona State University - W. P. Carey School of Business 2001 — 2006
Bachelor of Science, Business Administration
The Croner Company June 2013 - Present
Tiburon Strategic Advisors September 2011 - June 2013
Financial Freedom March 2008 - August 2008
Firemans Fund Insurance Company October 2007 - March 2008
Wells Fargo October 2006 - August 2007
Shott Capital Management May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Due Diligence, Data Analysis, Risk Management, Accounting, Customer Service, Process Improvement, Finance, Analysis, Financial Reporting, Business Strategy
Education
San Francisco State University, College of Business 2009 — 2010
MBA, Business Administration
Université Nice Sophia Antipolis 2009 — 2010
Masters, International Business
Arizona State University - W. P. Carey School of Business 2001 — 2006
Bachelor of Science, Business Administration
Scott Kaul Scott Kaul's Tiburon Strategic Advisors Experience May 2009 - August 2009
Job Consultant at ROI Communication
Industry Writing and Editing
Experience
ROI Communication October 2009 - Present
Tiburon Strategic Advisors May 2009 - August 2009
Lodi News-Sentinel May 2006 - May 2009
Skills
Editing, Blogging, Research, Public Relations, Marketing Communications, Wordpress, Marketing, Copy Editing, Strategic Communications, InDesign, Process Improvement, Writing, Project Management, SEO, Newsletters, WordPress
Education
California State University Stanislaus 2000 — 2006
BA, English, Journalism
ROI Communication October 2009 - Present
Tiburon Strategic Advisors May 2009 - August 2009
Lodi News-Sentinel May 2006 - May 2009
Skills
Editing, Blogging, Research, Public Relations, Marketing Communications, Wordpress, Marketing, Copy Editing, Strategic Communications, InDesign, Process Improvement, Writing, Project Management, SEO, Newsletters, WordPress
Education
California State University Stanislaus 2000 — 2006
BA, English, Journalism
Alex Porfirenko, PMP Alex Porfirenko, PMP's Tiburon Strategic Advisors Experience June 2007 - December 2007
Job Acquisition Team Lead at E3 Federal Solutions, LLC
Industry Government Administration
Experience
E3 Federal Solutions, LLC February 2014 - Present
E3 Federal Solutions, LLC May 2012 - January 2014
HMS TECHNOLOGIES, INC. April 2009 - May 2012
Kaiser Associates January 2008 - March 2009
Tiburon Strategic Advisors June 2007 - December 2007
Harbor Research April 2005 - February 2007
Keystone Strategy September 2004 - March 2005
Hoover Institute May 1996 - March 2004
Skills
Primary Research, Contract Management, Secondary Research, Forecasting, Pricing, Proposal Writing, Financial Analysis, Budgeting, Financial Modeling, Procurement, Financial Reporting, Purchasing, Strategy Development, Strategic Analysis, Pricing Strategy, Government Procurement, Spend Analysis, Due Diligence, Management Consulting, Government, Strategic Planning, Business Strategy, Benchmarking, Market Research, Market Analysis, Strategy, Analysis, Management, Program Management, Budgets, Business Development, Leadership, Business Process..., Mergers & Acquisitions, PMP, Project Management, Requirements Analysis, Project Planning, SDLC, Start-ups, Training, Business Analysis, Consulting
Education
Georgetown University 1999 — 2003
SFS
Choate Rosemary Hall 1997 — 1999
High School
Management Concepts
E3 Federal Solutions, LLC February 2014 - Present
E3 Federal Solutions, LLC May 2012 - January 2014
HMS TECHNOLOGIES, INC. April 2009 - May 2012
Kaiser Associates January 2008 - March 2009
Tiburon Strategic Advisors June 2007 - December 2007
Harbor Research April 2005 - February 2007
Keystone Strategy September 2004 - March 2005
Hoover Institute May 1996 - March 2004
Skills
Primary Research, Contract Management, Secondary Research, Forecasting, Pricing, Proposal Writing, Financial Analysis, Budgeting, Financial Modeling, Procurement, Financial Reporting, Purchasing, Strategy Development, Strategic Analysis, Pricing Strategy, Government Procurement, Spend Analysis, Due Diligence, Management Consulting, Government, Strategic Planning, Business Strategy, Benchmarking, Market Research, Market Analysis, Strategy, Analysis, Management, Program Management, Budgets, Business Development, Leadership, Business Process..., Mergers & Acquisitions, PMP, Project Management, Requirements Analysis, Project Planning, SDLC, Start-ups, Training, Business Analysis, Consulting
Education
Georgetown University 1999 — 2003
SFS
Choate Rosemary Hall 1997 — 1999
High School
Management Concepts
Chelsea Welsh Chelsea Welsh's Tiburon Strategic Advisors Experience January 2013 - Present
Job Customer Experience Intern at Dish Network
Industry Logistics and Supply Chain
Experience
Dish Network June 2015 - Present
Tiburon Strategic Advisors January 2013 - Present
Moxie May 2014 - August 2014
Notesolution Inc. - OneClass January 2014 - May 2014
American Heart Association American Stroke Association August 2014 - 2014
Skills
Operations Management, Logistics Management, Supply Chain..., Supply Chain Management, Supply Chain, Data Analysis, Logistics, Microsoft Excel, Access, Marketing Strategy, Brand Development, Market Research, Marketing Communications, Online Marketing, Marketing, Competitive Analysis, Analytics, Market Analysis, Digital Marketing, Business Strategy, Strategic Communications, Entrepreneurship, Corporate Communications, Strategic Partnerships, Social Media Marketing, Integrated Marketing, Brand Management, Social Media
Education
The Ohio State University 2013 — 2015
Bachelor of Science (B.S.), Operations Management
University of Kentucky 2011 — 2013
Dish Network June 2015 - Present
Tiburon Strategic Advisors January 2013 - Present
Moxie May 2014 - August 2014
Notesolution Inc. - OneClass January 2014 - May 2014
American Heart Association American Stroke Association August 2014 - 2014
Skills
Operations Management, Logistics Management, Supply Chain..., Supply Chain Management, Supply Chain, Data Analysis, Logistics, Microsoft Excel, Access, Marketing Strategy, Brand Development, Market Research, Marketing Communications, Online Marketing, Marketing, Competitive Analysis, Analytics, Market Analysis, Digital Marketing, Business Strategy, Strategic Communications, Entrepreneurship, Corporate Communications, Strategic Partnerships, Social Media Marketing, Integrated Marketing, Brand Management, Social Media
Education
The Ohio State University 2013 — 2015
Bachelor of Science (B.S.), Operations Management
University of Kentucky 2011 — 2013
Kerry Calhoun Kerry Calhoun's Tiburon Strategic Advisors Experience May 2011 - Present
Job Research Analyst at Tiburon Strategic Advisors
Industry Management Consulting
Experience
Tiburon Strategic Advisors May 2011 - Present
The San Francisco Yacht Club July 2009 - May 2011
Skills
Wealth Management, Microsoft Office, PowerPoint, Social Media, Project Management, Online Marketing, Executive Management, New Business Development
Education
Blackburn College 2004 — 2008
Bachelor of Arts (B.A.), Biology
Tiburon Strategic Advisors May 2011 - Present
The San Francisco Yacht Club July 2009 - May 2011
Skills
Wealth Management, Microsoft Office, PowerPoint, Social Media, Project Management, Online Marketing, Executive Management, New Business Development
Education
Blackburn College 2004 — 2008
Bachelor of Arts (B.A.), Biology
Brittany Pace Brittany Pace's Tiburon Strategic Advisors Experience June 2015 - Present
Job Communications Assistant at Tiburon Strategic Advisors
Industry Environmental Services
Experience
Tiburon Strategic Advisors June 2015 - Present
Mission Peak Fitness February 2015 - Present
Zale July 2014 - January 2015
Hop-n-Play November 2011 - August 2014
Skills
Teamwork, Management, Sales, Sales Management, Customer Satisfaction, Project Management, Adaptation, Creative Solutions, Get Along Well with..., Can Work Alone, Thrive in A Fast-paced..., Self-management
Education
California State University-East Bay 2012 — 2016
Environmental Studies
Tiburon Strategic Advisors June 2015 - Present
Mission Peak Fitness February 2015 - Present
Zale July 2014 - January 2015
Hop-n-Play November 2011 - August 2014
Skills
Teamwork, Management, Sales, Sales Management, Customer Satisfaction, Project Management, Adaptation, Creative Solutions, Get Along Well with..., Can Work Alone, Thrive in A Fast-paced..., Self-management
Education
California State University-East Bay 2012 — 2016
Environmental Studies
Kirk Michie's Tiburon Strategic Advisors Experience April 2004 - Present
Job Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Jonathan Freed, CFA Jonathan Freed, CFA's Tiburon Strategic Advisors Experience August 2005 - February 2006
Job Vice President iShares Product Strategy at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
BlackRock April 2011 - October 2014
FTI Consulting October 2006 - February 2009
Comann & Montague July 2006 - October 2006
Charles Schwab Bank April 2006 - May 2006
Tiburon Strategic Advisors August 2005 - February 2006
Skills
Analysis, Strategy, Equities, Asset Management, Finance, Mergers & Acquisitions, Investments, Management, Management Consulting, Financial Modeling, Capital Markets, Valuation, Program Management, Fixed Income, Financial Analysis, Portfolio Management, ETFs, Data Analysis, Data Mining, Data Modeling
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance, Accounting
American Intercontinental University 2003 — 2003
NA, International Business
Redwood High School
BlackRock October 2014 - Present
BlackRock April 2011 - October 2014
FTI Consulting October 2006 - February 2009
Comann & Montague July 2006 - October 2006
Charles Schwab Bank April 2006 - May 2006
Tiburon Strategic Advisors August 2005 - February 2006
Skills
Analysis, Strategy, Equities, Asset Management, Finance, Mergers & Acquisitions, Investments, Management, Management Consulting, Financial Modeling, Capital Markets, Valuation, Program Management, Fixed Income, Financial Analysis, Portfolio Management, ETFs, Data Analysis, Data Mining, Data Modeling
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Finance, Accounting
American Intercontinental University 2003 — 2003
NA, International Business
Redwood High School
Chip Roame Chip Roame's Tiburon Strategic Advisors Experience 1998 - Present
Job Managing Partner at Tiburon Strategic Advisors
Industry Management Consulting
Experience
Tiburon Strategic Advisors 1998 - Present
The Charles Schwab Corporation 1995 - 1998
McKinsey & Company 1992 - 1995
Skills
Strategic Planning, Mergers, Business Strategy, Management Consulting, Asset Management, Executive Coaching, Private Equity, Venture Capital, Due Diligence, Marketing Strategy, Financial Planning, Portfolio Management, Investments, Business Planning, Risk Management, Wealth Management, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA
Tiburon Strategic Advisors 1998 - Present
The Charles Schwab Corporation 1995 - 1998
McKinsey & Company 1992 - 1995
Skills
Strategic Planning, Mergers, Business Strategy, Management Consulting, Asset Management, Executive Coaching, Private Equity, Venture Capital, Due Diligence, Marketing Strategy, Financial Planning, Portfolio Management, Investments, Business Planning, Risk Management, Wealth Management, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA
Andrew Savage's Tiburon Strategic Advisors Experience January 2008 - April 2008
Job Career Coach & Business Development Professional
Industry Professional Training & Coaching
Experience
CaptainU May 2015 - Present
Self Employed November 2013 - April 2015
Australian Government – Australian Trade Commission January 2011 - November 2013
Australian Government – Australian Trade Commission October 2008 - January 2011
Tiburon Strategic Advisors January 2008 - April 2008
Bay Area Council June 2007 - January 2008
Skills
Business Strategy, Strategy, International Business, Business Planning, Start-ups, Economics, Training, Analysis, Event Management, Public Speaking, Entrepreneurship, Research, Mergers & Acquisitions, Government, Venture Capital, Program Management, Public Relations, Management, Business Development, Investments
Education
The Coaches Training Institute (CTI) 2014 — 2014
Professional Co-Active Coaches Training
Santa Clara University 2003 — 2007
Bachelor of Science (B.S.), International Affairs, Political Science, History
CaptainU May 2015 - Present
Self Employed November 2013 - April 2015
Australian Government – Australian Trade Commission January 2011 - November 2013
Australian Government – Australian Trade Commission October 2008 - January 2011
Tiburon Strategic Advisors January 2008 - April 2008
Bay Area Council June 2007 - January 2008
Skills
Business Strategy, Strategy, International Business, Business Planning, Start-ups, Economics, Training, Analysis, Event Management, Public Speaking, Entrepreneurship, Research, Mergers & Acquisitions, Government, Venture Capital, Program Management, Public Relations, Management, Business Development, Investments
Education
The Coaches Training Institute (CTI) 2014 — 2014
Professional Co-Active Coaches Training
Santa Clara University 2003 — 2007
Bachelor of Science (B.S.), International Affairs, Political Science, History
Krista Sharp's Tiburon Strategic Advisors Experience June 1999 - December 2002
Job Sales Leader in Treasury Management at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2008 - Present
Wells Fargo Bank June 2006 - July 2008
Metavante Corp. June 2003 - May 2006
Tiburon Strategic Advisors June 1999 - December 2002
Trust Company of America February 1998 - June 1999
Wells Fargo Bank January 1996 - January 1998
First Interstate Bank October 1995 - January 1996
Shawmut Bank 1988 - 1995
Skills
Treasury Management, Marketing, Sales, Credit Analysis, Credit, Commercial Banking, Loans, Leadership, Banking, Commercial Lending, Cash Flow, Customer Service, Cash Management, Working Capital..., Process Improvement, Relationship Management, Portfolio Management, Management
Education
Hartford Graduate School of Business 1992 — 1995
MBA, Finance
State University of New York at Binghamton 1983 — 1987
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank August 2008 - Present
Wells Fargo Bank June 2006 - July 2008
Metavante Corp. June 2003 - May 2006
Tiburon Strategic Advisors June 1999 - December 2002
Trust Company of America February 1998 - June 1999
Wells Fargo Bank January 1996 - January 1998
First Interstate Bank October 1995 - January 1996
Shawmut Bank 1988 - 1995
Skills
Treasury Management, Marketing, Sales, Credit Analysis, Credit, Commercial Banking, Loans, Leadership, Banking, Commercial Lending, Cash Flow, Customer Service, Cash Management, Working Capital..., Process Improvement, Relationship Management, Portfolio Management, Management
Education
Hartford Graduate School of Business 1992 — 1995
MBA, Finance
State University of New York at Binghamton 1983 — 1987
Bachelor of Arts (B.A.), Economics
Tamas Szarvas's Tiburon Strategic Advisors Experience July 2000 - July 2002
Job VP Segment Marketing at Elsevier
Industry Management Consulting
Experience
Elsevier June 2013 - Present
Lipper, A Thomson Reuters Company January 2012 - June 2013
Thomson Reuters, Investors October 2009 - January 2012
Thomson Reuters Tax & Accounting October 2004 - October 2009
da Vinci Dental Studios October 2002 - October 2004
Tiburon Strategic Advisors July 2000 - July 2002
College Prep School 1998 - 2000
Skills
Marketing Strategy, Pricing Strategy, Competitive Intelligence, Segmentation, Operational Excellence, Data Analysis, Logistic Regression, Linear Regression, SQL Server, JMP, Cluster Analysis, Strategic Planning, corporate strategy, market entry strategy, Customer Analytics, Predictive Analytics, Strategic Analysis, Strategic Consulting, Statistical Modeling, Customer Insight, Business Strategy, Analysis, Mergers & Acquisitions, Strategy, Analytics, Leadership, Financial Services, Competitive Analysis, Strategic Partnerships, Sales, Management, Business Development
Education
University of California, Berkeley 1996 — 2000
Bachelor of Science (BS), Political Science and Government
William Howard Taft High School 1992 — 1996
Elsevier June 2013 - Present
Lipper, A Thomson Reuters Company January 2012 - June 2013
Thomson Reuters, Investors October 2009 - January 2012
Thomson Reuters Tax & Accounting October 2004 - October 2009
da Vinci Dental Studios October 2002 - October 2004
Tiburon Strategic Advisors July 2000 - July 2002
College Prep School 1998 - 2000
Skills
Marketing Strategy, Pricing Strategy, Competitive Intelligence, Segmentation, Operational Excellence, Data Analysis, Logistic Regression, Linear Regression, SQL Server, JMP, Cluster Analysis, Strategic Planning, corporate strategy, market entry strategy, Customer Analytics, Predictive Analytics, Strategic Analysis, Strategic Consulting, Statistical Modeling, Customer Insight, Business Strategy, Analysis, Mergers & Acquisitions, Strategy, Analytics, Leadership, Financial Services, Competitive Analysis, Strategic Partnerships, Sales, Management, Business Development
Education
University of California, Berkeley 1996 — 2000
Bachelor of Science (BS), Political Science and Government
William Howard Taft High School 1992 — 1996
Michael Omran's Tiburon Strategic Advisors Experience 2008 - 2009
Job Relationship Management/Business Development/Partnerships
Industry Hospital & Health Care
Experience
Stanford Children's Health Lucile Packard Children's Hospital Stanford November 2014 - Present
Abana Coffee PLC June 2009 - Present
Vision United Associates August 2011 - November 2014
Tiburon Strategic Advisors 2008 - 2009
Skills
Business Strategy, New Business Development, Business Management, International Business, Small Business, Medium Business, Product Marketing, International Project..., International..., Marketing Strategy, Strategic Consulting, Management Consulting, Advisor, Healthcare, Management, CRM, Account Management, Entrepreneurship, Analytics, Customer Service, Strategy, Start-ups
Education
Azusa Pacific University
BA, International Business
University of Washington
Summer
Stanford Children's Health Lucile Packard Children's Hospital Stanford November 2014 - Present
Abana Coffee PLC June 2009 - Present
Vision United Associates August 2011 - November 2014
Tiburon Strategic Advisors 2008 - 2009
Skills
Business Strategy, New Business Development, Business Management, International Business, Small Business, Medium Business, Product Marketing, International Project..., International..., Marketing Strategy, Strategic Consulting, Management Consulting, Advisor, Healthcare, Management, CRM, Account Management, Entrepreneurship, Analytics, Customer Service, Strategy, Start-ups
Education
Azusa Pacific University
BA, International Business
University of Washington
Summer
Martyn Collins's Tiburon Strategic Advisors Experience 2007 - 2007
Job Contract Attorney, AmLaw 100 firm
Industry Law Practice
Experience
Hire Counsel January 2014 - Present
Manatt, Phelps & Phillips, LLP February 2013 - December 2013
Crowell & Moring LLP January 2012 - February 2013
All-Access Law February 2007 - February 2012
CALLAHAN, MCCUNE AND WILLIS February 2008 - July 2009
GENWORTH FINANCIAL March 2004 - February 2007
Tiburon Strategic Advisors 2007 - 2007
Atchison Village Mutual Homes Board of Directors 2006 - 2007
BULLIVANT HOUSER BAILEY, PC January 2003 - February 2004
Sedgwick Detert Moran and Arnold 2000 - 2002
Skills
Public Speaking, General Litigation, Negotiation, Litigation, Personal Injury, Legal Research, Legal Writing, Civil Litigation, Litigation Support, Trials, Document Review, Bankruptcy, Intellectual Property, Mediation, Editing, Torts, Depositions, Product Liability, Licensing, Family Law, Trademarks, Copyright Law, Patent Litigation
Education
Pepperdine University School of Law 1980 — 1995
Juris Doctorate
California Polytechnic State University-San Luis Obispo 1988 — 1991
Bachelor of Arts, Speech Communication
El Camino College 1985 — 1988
AA, Political Science
Narbonne High 1981 — 1984
Diploma, Math/Science
Hire Counsel January 2014 - Present
Manatt, Phelps & Phillips, LLP February 2013 - December 2013
Crowell & Moring LLP January 2012 - February 2013
All-Access Law February 2007 - February 2012
CALLAHAN, MCCUNE AND WILLIS February 2008 - July 2009
GENWORTH FINANCIAL March 2004 - February 2007
Tiburon Strategic Advisors 2007 - 2007
Atchison Village Mutual Homes Board of Directors 2006 - 2007
BULLIVANT HOUSER BAILEY, PC January 2003 - February 2004
Sedgwick Detert Moran and Arnold 2000 - 2002
Skills
Public Speaking, General Litigation, Negotiation, Litigation, Personal Injury, Legal Research, Legal Writing, Civil Litigation, Litigation Support, Trials, Document Review, Bankruptcy, Intellectual Property, Mediation, Editing, Torts, Depositions, Product Liability, Licensing, Family Law, Trademarks, Copyright Law, Patent Litigation
Education
Pepperdine University School of Law 1980 — 1995
Juris Doctorate
California Polytechnic State University-San Luis Obispo 1988 — 1991
Bachelor of Arts, Speech Communication
El Camino College 1985 — 1988
AA, Political Science
Narbonne High 1981 — 1984
Diploma, Math/Science
Jeff Gyomber's Tiburon Strategic Advisors Experience 2003 - 2004
Job Senior Consultant at Kurtzman Carson Consultants, LLC
Industry Legal Services
Experience
Kurtzman Carson Consultants, LLC 2010 - Present
Rosenthal & Company LLC 2006 - 2010
Rosenthal & Company LLC 2004 - 2006
Tiburon Strategic Advisors 2003 - 2004
Education
Saint Joseph's University
BA, English
Kurtzman Carson Consultants, LLC 2010 - Present
Rosenthal & Company LLC 2006 - 2010
Rosenthal & Company LLC 2004 - 2006
Tiburon Strategic Advisors 2003 - 2004
Education
Saint Joseph's University
BA, English
Brett Ahern's Tiburon Strategic Advisors Experience 2007 - 2008
Job Business Services Team Lead
Industry Banking
Experience
First Republic Bank September 2008 - Present
Tiburon Strategic Advisors 2007 - 2008
Paul Financial 2006 - 2007
Hertz Local Edition 2004 - 2006
Skills
Marketing, Market Research, Analysis, Data Analysis, Management, Research, Banking, Analytics, Project Management, Marketing Research, Retail Banking, Private Banking, Business Services, Mortgage Banking, Mortgage Lending, Customer Service, Customer Satisfaction, Compliance
Education
California State University-Chico 2000 — 2004
Media Arts
Università degli Studi di Torino 2003 — 2003
Semester Abroad
First Republic Bank September 2008 - Present
Tiburon Strategic Advisors 2007 - 2008
Paul Financial 2006 - 2007
Hertz Local Edition 2004 - 2006
Skills
Marketing, Market Research, Analysis, Data Analysis, Management, Research, Banking, Analytics, Project Management, Marketing Research, Retail Banking, Private Banking, Business Services, Mortgage Banking, Mortgage Lending, Customer Service, Customer Satisfaction, Compliance
Education
California State University-Chico 2000 — 2004
Media Arts
Università degli Studi di Torino 2003 — 2003
Semester Abroad
Erica Trotter's Tiburon Strategic Advisors Experience August 2012 - Present
Job Production & Research Analyst
Industry Management Consulting
Experience
Tiburon Strategic Advisors August 2012 - Present
Quality Loan Service Corporation February 2010 - January 2012
Bender & Gritz October 2009 - December 2009
CRVisions September 2008 - February 2009
The Sovereign Society May 2008 - August 2008
Opportunity Travel May 2008 - August 2008
EverBank 2006 - 2007
Skills
Legal Research, Social Media, Bankruptcy, Legal Issues, Legal Writing, Depositions
Education
University of San Diego 2009 — 2009
Paralegal Certificate
University of San Diego 2005 — 2009
B.A., English
Whitfield School
Tiburon Strategic Advisors August 2012 - Present
Quality Loan Service Corporation February 2010 - January 2012
Bender & Gritz October 2009 - December 2009
CRVisions September 2008 - February 2009
The Sovereign Society May 2008 - August 2008
Opportunity Travel May 2008 - August 2008
EverBank 2006 - 2007
Skills
Legal Research, Social Media, Bankruptcy, Legal Issues, Legal Writing, Depositions
Education
University of San Diego 2009 — 2009
Paralegal Certificate
University of San Diego 2005 — 2009
B.A., English
Whitfield School
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation