Trefis Company
Industry: Company
DescriptionFounded: 2007
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Trefis Employees
Employee
Years
Job
Industry
Trammel Martin Trammel Martin's Trefis Experience November 2010 - November 2013
Job
Industry Investment Management
Experience
UBS Private Wealth Management October 2013 - Present
Trefis November 2010 - November 2013
Apus Investments October 2008 - December 2010
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Citigroup 2003 - 2003
Morningstar 2002 - 2002
AIM Funds 2001 - 2001
Education
University of Chicago
B.A., Economics
New York University - Leonard N. Stern School of Business
MBA, Accounting, Finance, Global Business
The University of Texas at Austin
Latin America Studies, Spanish
Awty International School
International Baccalaureate
Episcopal High School Houston
UBS Private Wealth Management October 2013 - Present
Trefis November 2010 - November 2013
Apus Investments October 2008 - December 2010
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Citigroup 2003 - 2003
Morningstar 2002 - 2002
AIM Funds 2001 - 2001
Education
University of Chicago
B.A., Economics
New York University - Leonard N. Stern School of Business
MBA, Accounting, Finance, Global Business
The University of Texas at Austin
Latin America Studies, Spanish
Awty International School
International Baccalaureate
Episcopal High School Houston
Andrew Han Andrew Han's Trefis Experience June 2013 - August 2013
Job Student at Stanford University
Industry Venture Capital & Private Equity
Experience
Morgan Stanley June 2015 - August 2015
Alpine Investors June 2014 - August 2014
Newport Asia LLC September 2013 - February 2014
Trefis June 2013 - August 2013
Education
Stanford University 2012 — 2016
Bachelor of Arts and Science (B.A.S), Mathematical & Computational Science and Philosophy
Morgan Stanley June 2015 - August 2015
Alpine Investors June 2014 - August 2014
Newport Asia LLC September 2013 - February 2014
Trefis June 2013 - August 2013
Education
Stanford University 2012 — 2016
Bachelor of Arts and Science (B.A.S), Mathematical & Computational Science and Philosophy
Edward Daciuk's Trefis Experience February 2011 - October 2011
Job principal ExtensionEngine, founder Brave
Industry Computer Software
Experience
Brave October 2014 - Present
extensionEngine October 2011 - Present
Trefis February 2011 - October 2011
Pivot, Inc. (acquired by CME Group) March 2004 - January 2011
Trendline Communications (acquired by Inc.) 2002 - 2004
Inc.com (acquired by Bertelsmann, AG) 1999 - 2002
Financial Resources Group 1997 - 1999
Stern Stewart 1994 - 1997
Skills
Product Management, Product Development, Trading, Strategic Planning, Business Strategy, Financial Modeling, SaaS, Software Development, Analytics, Strategy Development, Derivatives, Mobile, Entrepreneurship, Financial Markets, Corporate Finance, Enterprise Software, Cloud Computing, Strategy, Options, Equities, Financial Services, Hedge Funds, Investments, Investment Banking, Asset Management, Start-ups, Management, Mergers & Acquisitions, Venture Capital, Business Development, Mobile Devices, User Experience, Strategic Partnerships, Leadership
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance
Brave October 2014 - Present
extensionEngine October 2011 - Present
Trefis February 2011 - October 2011
Pivot, Inc. (acquired by CME Group) March 2004 - January 2011
Trendline Communications (acquired by Inc.) 2002 - 2004
Inc.com (acquired by Bertelsmann, AG) 1999 - 2002
Financial Resources Group 1997 - 1999
Stern Stewart 1994 - 1997
Skills
Product Management, Product Development, Trading, Strategic Planning, Business Strategy, Financial Modeling, SaaS, Software Development, Analytics, Strategy Development, Derivatives, Mobile, Entrepreneurship, Financial Markets, Corporate Finance, Enterprise Software, Cloud Computing, Strategy, Options, Equities, Financial Services, Hedge Funds, Investments, Investment Banking, Asset Management, Start-ups, Management, Mergers & Acquisitions, Venture Capital, Business Development, Mobile Devices, User Experience, Strategic Partnerships, Leadership
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance
Ali I. Riaz's Trefis Experience January 2015 - Present
Job Borland, Novartis, CSC, FAST, ATTIVIO...
Industry Computer Software
Experience
Trefis January 2015 - Present
Akumina May 2015 - Present
Hotel Insider, Inc. January 2015 - Present
Attivio August 2007 - Present
Search Initiatives 2008 - Present
Attivio Inc. August 2007 - December 2014
GetConnected October 2006 - August 2007
Fast Search & Transfer October 2000 - October 2006
CSC EMEA August 1999 - October 2000
Novartis Pharma August 1993 - July 1999
Skills
Enterprise Software, Business, Start-ups, Business Strategy, SaaS, Business Development, Product Management, New Business Development, Business Intelligence, Entrepreneurship, Strategic Planning, Product Development, Strategy, Software Development, E-commerce, CRM, Management Consulting, Team Leadership, Cross-functional Team..., Online Advertising, Software License..., Leadership, Management, Big Data, Account Management, Solution Selling, Integration, Analytics, Project Management, Program Management, Telecommunications, Strategic Partnerships, Lead Generation, Enterprise Search, Cloud Computing, Go-to-market Strategy, Venture Capital, Product Marketing, Mobile Devices, Professional Services, Business Alliances, Salesforce.com, Competitive Analysis, Pre-sales, Sales Enablement, Partner Management, Channel Partners, Software Industry, Demand Generation, Marketing Automation
Education
Loyola Marymount University 1988 — 1990
MBA, Marketing
California Lutheran University 1985 — 1989
BBA, Business
Trefis January 2015 - Present
Akumina May 2015 - Present
Hotel Insider, Inc. January 2015 - Present
Attivio August 2007 - Present
Search Initiatives 2008 - Present
Attivio Inc. August 2007 - December 2014
GetConnected October 2006 - August 2007
Fast Search & Transfer October 2000 - October 2006
CSC EMEA August 1999 - October 2000
Novartis Pharma August 1993 - July 1999
Skills
Enterprise Software, Business, Start-ups, Business Strategy, SaaS, Business Development, Product Management, New Business Development, Business Intelligence, Entrepreneurship, Strategic Planning, Product Development, Strategy, Software Development, E-commerce, CRM, Management Consulting, Team Leadership, Cross-functional Team..., Online Advertising, Software License..., Leadership, Management, Big Data, Account Management, Solution Selling, Integration, Analytics, Project Management, Program Management, Telecommunications, Strategic Partnerships, Lead Generation, Enterprise Search, Cloud Computing, Go-to-market Strategy, Venture Capital, Product Marketing, Mobile Devices, Professional Services, Business Alliances, Salesforce.com, Competitive Analysis, Pre-sales, Sales Enablement, Partner Management, Channel Partners, Software Industry, Demand Generation, Marketing Automation
Education
Loyola Marymount University 1988 — 1990
MBA, Marketing
California Lutheran University 1985 — 1989
BBA, Business
Stephen Marcus Stephen Marcus's Trefis Experience November 2008 - Present
Job Angel Investor
Industry Internet
Experience
Designer Fund April 2012 - Present
Okta, Inc. February 2010 - Present
Trefis November 2008 - Present
Marcus Holdings, LLC 2004 - Present
Allclasses June 2013 - June 2015
Stripe December 2014 - December 2014
Matchbox, Inc. April 2011 - May 2013
Moda Operandi August 2010 - January 2011
Wiggio May 2010 - January 2011
Invincea, Inc. January 2008 - January 2011
Skills
Venture Capital, Start-ups, Enterprise Software, Mergers, Wireless, Mobile Devices, Entrepreneurship, Cloud Computing, E-commerce, Mobile Applications, Mergers & Acquisitions, Strategy, Telecommunications, SaaS, Management, Leadership, Product Management, Product Marketing, Program Management, Strategic Partnerships, Competitive Analysis, Angel Investing, Networking, Analytics, Consulting, Business Development, User Experience, Cross-functional Team..., Go-to-market Strategy, Sales, Business Strategy, Executive Management, New Business Development, CRM, Professional Services, Corporate Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Entrepreneurship & Venture Capital
Worcester Polytechnic Institute 1998 — 2002
BS, Management
Designer Fund April 2012 - Present
Okta, Inc. February 2010 - Present
Trefis November 2008 - Present
Marcus Holdings, LLC 2004 - Present
Allclasses June 2013 - June 2015
Stripe December 2014 - December 2014
Matchbox, Inc. April 2011 - May 2013
Moda Operandi August 2010 - January 2011
Wiggio May 2010 - January 2011
Invincea, Inc. January 2008 - January 2011
Skills
Venture Capital, Start-ups, Enterprise Software, Mergers, Wireless, Mobile Devices, Entrepreneurship, Cloud Computing, E-commerce, Mobile Applications, Mergers & Acquisitions, Strategy, Telecommunications, SaaS, Management, Leadership, Product Management, Product Marketing, Program Management, Strategic Partnerships, Competitive Analysis, Angel Investing, Networking, Analytics, Consulting, Business Development, User Experience, Cross-functional Team..., Go-to-market Strategy, Sales, Business Strategy, Executive Management, New Business Development, CRM, Professional Services, Corporate Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Entrepreneurship & Venture Capital
Worcester Polytechnic Institute 1998 — 2002
BS, Management
Alok Saldanha's Trefis Experience 2009 - May 2011
Job Biologist and Software Engineer
Industry Internet
Experience
Novartis June 2011 - Present
Trefis 2009 - May 2011
Ellington Management Group March 2007 - June 2009
PhRMA Foundation February 2005 - March 2007
California Institute of Technology November 2003 - March 2007
Caltech 2004 - 2007
Stanford University 1999 - 2004
Stanford 1999 - 2003
Whitehead Institute 1998 - 1999
Skills
Python, Perl, Java, Molecular Biology, MySQL, VBA, Genetics, Life Sciences, Data Analysis, C, Linux, SQL, Bioinformatics, Data Mining, Programming, JavaScript, Biotechnology, Databases, Genomics, Research, Machine Learning, Statistics, Science, Unix, PHP, HTML, Excel, Algorithms, Computational Biology, XML, Analysis, Access, Windows, PCR, C#, R&D, Software Development, Computer Science, Teaching, Scala, D3, Backbone.js, Telerik, Scrum, Lifesciences, Scientific Computing, Drug Discovery, Software Engineering, Microsoft SQL Server
Education
Caltech 2004 — 2007
Postdoc
Stanford 1999 — 2004
Doctorate
Stanford University School of Medicine 1999 — 2003
Doctorate
Massachusetts Institute of Technology 1995 — 1999
Bachelors
Phillips Academy, Andover 1992 — 1995
High school
Novartis June 2011 - Present
Trefis 2009 - May 2011
Ellington Management Group March 2007 - June 2009
PhRMA Foundation February 2005 - March 2007
California Institute of Technology November 2003 - March 2007
Caltech 2004 - 2007
Stanford University 1999 - 2004
Stanford 1999 - 2003
Whitehead Institute 1998 - 1999
Skills
Python, Perl, Java, Molecular Biology, MySQL, VBA, Genetics, Life Sciences, Data Analysis, C, Linux, SQL, Bioinformatics, Data Mining, Programming, JavaScript, Biotechnology, Databases, Genomics, Research, Machine Learning, Statistics, Science, Unix, PHP, HTML, Excel, Algorithms, Computational Biology, XML, Analysis, Access, Windows, PCR, C#, R&D, Software Development, Computer Science, Teaching, Scala, D3, Backbone.js, Telerik, Scrum, Lifesciences, Scientific Computing, Drug Discovery, Software Engineering, Microsoft SQL Server
Education
Caltech 2004 — 2007
Postdoc
Stanford 1999 — 2004
Doctorate
Stanford University School of Medicine 1999 — 2003
Doctorate
Massachusetts Institute of Technology 1995 — 1999
Bachelors
Phillips Academy, Andover 1992 — 1995
High school
Manish Jhunjhunwala's Trefis Experience 2009 - Present
Job Trefis making complex analysis easytouse, and collaborate on
Industry Financial Services
Experience
Trefis 2009 - Present
mckinsey 2005 - 2006
Lehman Brothers 2004 - 2004
Skills
Start-ups, Business Strategy, Entrepreneurship, Venture Capital, Strategy, Analytics, E-commerce
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA
Massachusetts Institute of Technology 2000 — 2004
PhD, Chemical Engineering
Indian Institute of Technology, Kharagpur 1996 — 2000
B Tech, Chemical Engineering
LMB
LMB
LMB
La Martiniere
La Martiniere
Trefis 2009 - Present
mckinsey 2005 - 2006
Lehman Brothers 2004 - 2004
Skills
Start-ups, Business Strategy, Entrepreneurship, Venture Capital, Strategy, Analytics, E-commerce
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA
Massachusetts Institute of Technology 2000 — 2004
PhD, Chemical Engineering
Indian Institute of Technology, Kharagpur 1996 — 2000
B Tech, Chemical Engineering
LMB
LMB
LMB
La Martiniere
La Martiniere
Ethan Herschenfeld's Trefis Experience 2011 - Present
Job actor, singer, stand up
Industry Performing Arts
Experience
freelance opera singer March 1998 - Present
comedy clubs November 2012 - Present
Trefis 2011 - Present
HBO June 2014 - July 2014
Skills
Entertainment, Opera, Singing, Bass, Music, Public Speaking, Venture Capital, Entrepreneurship, Business Strategy
Education
Harvard University 1986 — 1990
AB with honors, English Language and Literature/Letters
columbia grammar & prep
freelance opera singer March 1998 - Present
comedy clubs November 2012 - Present
Trefis 2011 - Present
HBO June 2014 - July 2014
Skills
Entertainment, Opera, Singing, Bass, Music, Public Speaking, Venture Capital, Entrepreneurship, Business Strategy
Education
Harvard University 1986 — 1990
AB with honors, English Language and Literature/Letters
columbia grammar & prep
Dinesh Aravindhan's Trefis Experience June 2012 - June 2013
Job Investment Professional
Industry Investment Management
Experience
Passport Capital June 2013 - August 2013
Trefis June 2012 - June 2013
Passport Capital August 2009 - June 2012
Oliver Wyman 2006 - 2009
Citi 2005 - 2006
Skills
Hedge Funds, Financial Modeling, Valuation, Equities, Bloomberg, Investment Banking, Due Diligence, Equity Research
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2001 — 2005
B.S., Chemical Engineering
Passport Capital June 2013 - August 2013
Trefis June 2012 - June 2013
Passport Capital August 2009 - June 2012
Oliver Wyman 2006 - 2009
Citi 2005 - 2006
Skills
Hedge Funds, Financial Modeling, Valuation, Equities, Bloomberg, Investment Banking, Due Diligence, Equity Research
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2001 — 2005
B.S., Chemical Engineering
Doug Nathman's Trefis Experience November 2014 - Present
Job Senior Analyst at Trefis
Industry Investment Management
Experience
Trefis November 2014 - Present
Maverick Trading March 2012 - Present
JH Partners August 2012 - June 2014
Orion Investment Inc 1994 - 2012
David L. Babson & Co. 1989 - 1994
Connecticut National Bank 1986 - 1989
Amoco Oil Co. 1980 - 1984
Skills
Investments, Strategic Planning, Hedge Funds, Asset Managment, Equities, Portfolio Management, Investment Management, Equity Research, Options, Trading, Financial Services, Finance, Analysis
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Investments / Finance
Massachusetts Institute of Technology 1975 — 1980
M.S., B.S., Earth & Planetary Science, Creative Writing
Trefis November 2014 - Present
Maverick Trading March 2012 - Present
JH Partners August 2012 - June 2014
Orion Investment Inc 1994 - 2012
David L. Babson & Co. 1989 - 1994
Connecticut National Bank 1986 - 1989
Amoco Oil Co. 1980 - 1984
Skills
Investments, Strategic Planning, Hedge Funds, Asset Managment, Equities, Portfolio Management, Investment Management, Equity Research, Options, Trading, Financial Services, Finance, Analysis
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Investments / Finance
Massachusetts Institute of Technology 1975 — 1980
M.S., B.S., Earth & Planetary Science, Creative Writing
Chhavi Goel's Trefis Experience Experienced Staff, Risk Advisory ServicesEYNovember 2013 - September 2014
Job Equity Research Analyst at Trefis
Industry
Experience
Trefis Experienced Staff, Risk Advisory ServicesEYNovember 2013 - September 2014
Triumph Learning July 2013 - August 2013
Grail Research January 2012 - June 2012
Ernst & Young June 2010 - July 2011
ASK Group June 2009 - July 2009
Skills
Risk Management, Business Strategy, Microsoft Office, Financial Modeling, Competitive Analysis, Business Development, Project Management, Emerging Markets, Corporate Finance, International Finance, Valuation, Market Research, Financial Analysis, Equity Research, Economics, Strategic Financial..., Budgets, Financial Planning
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance
Lady Shri Ram College for Women (Delhi University) 2007 — 2010
Bachelor of Commerce (B.Com.)
Welham Girls' School 2000 — 2007
Trefis Experienced Staff, Risk Advisory ServicesEYNovember 2013 - September 2014
Triumph Learning July 2013 - August 2013
Grail Research January 2012 - June 2012
Ernst & Young June 2010 - July 2011
ASK Group June 2009 - July 2009
Skills
Risk Management, Business Strategy, Microsoft Office, Financial Modeling, Competitive Analysis, Business Development, Project Management, Emerging Markets, Corporate Finance, International Finance, Valuation, Market Research, Financial Analysis, Equity Research, Economics, Strategic Financial..., Budgets, Financial Planning
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance
Lady Shri Ram College for Women (Delhi University) 2007 — 2010
Bachelor of Commerce (B.Com.)
Welham Girls' School 2000 — 2007
Ryan Crane, CFA's Trefis Experience November 2010 - July 2011
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
Roc Global Securities LLC July 2011 - June 2013
Trefis November 2010 - July 2011
UBS Investment Bank November 2009 - November 2010
KBC Financial Products June 2008 - November 2009
Skills
Financial Modeling, Investment Banking, Private Equity, Derivatives, Equities, Equity Research, Valuation, Financial Analysis, Capital Markets, Due Diligence, Fixed Income, Hedge Funds, Data Analysis, Bloomberg, Venture Capital, Investments, Alternative Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2004 — 2008
AB, Magna Cum Laude, Psychology; Neuroscience
Thayer Academy 2000 — 2004
Roc Global Securities LLC July 2011 - June 2013
Trefis November 2010 - July 2011
UBS Investment Bank November 2009 - November 2010
KBC Financial Products June 2008 - November 2009
Skills
Financial Modeling, Investment Banking, Private Equity, Derivatives, Equities, Equity Research, Valuation, Financial Analysis, Capital Markets, Due Diligence, Fixed Income, Hedge Funds, Data Analysis, Bloomberg, Venture Capital, Investments, Alternative Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2004 — 2008
AB, Magna Cum Laude, Psychology; Neuroscience
Thayer Academy 2000 — 2004
Apurva Parikh, CFA's Trefis Experience May 2011 - July 2011
Job Equity Research Associate, Global Beverages at Nomura Securities
Industry Financial Services
Experience
Nomura Securities January 2014 - Present
State of Wisconsin Investment Board June 2012 - August 2012
Trefis May 2011 - July 2011
D. E. Shaw India January 2008 - July 2010
Infosys July 2006 - December 2007
Skills
Portfolio Management, Bloomberg, Valuation, Equity Research, Financial Modeling, Equities, Equity Valuation, Financial Analysis, Business Valuation, DCF, Emerging Markets
Education
University of Wisconsin-Madison 2011 — 2013
MBA, Finance - Applied Security Analysis
St. Xavier's College 2003 — 2006
B.A., Economics
Nomura Securities January 2014 - Present
State of Wisconsin Investment Board June 2012 - August 2012
Trefis May 2011 - July 2011
D. E. Shaw India January 2008 - July 2010
Infosys July 2006 - December 2007
Skills
Portfolio Management, Bloomberg, Valuation, Equity Research, Financial Modeling, Equities, Equity Valuation, Financial Analysis, Business Valuation, DCF, Emerging Markets
Education
University of Wisconsin-Madison 2011 — 2013
MBA, Finance - Applied Security Analysis
St. Xavier's College 2003 — 2006
B.A., Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY