Experience
Mattermark  June 2013 - Present
UBS Investment Bank   July 2012 - June 2013
EverySignal   May 2012 - July 2012
Science Inc.  November 2011 - July 2012
Startup UCLA  January 2012 - June 2012
Lore, Inc. (formerly Coursekit)   January 2012 - May 2012
UBS Investment Bank   June 2011 - August 2011
Harbor Ridge Capital, LLC   October 2010 - June 2011
ISBX   February 2010 - October 2010
RCLCO (formerly Robert Charles Lesser & Co.)   April 2010 - August 2010

Skills
Start-ups, Entrepreneurship, Financial Modeling, Mergers, Investment Banking, Mergers & Acquisitions, Product Development, Product Management, Venture Capital, Business Development, Strategy, Management

Education
University of California, Los Angeles   2008 — 2012
B.A, Business Economics, Specialization in Computing

University of Minnesota - Carlson School of Management   2006 — 2008
Post Secondary Enrollment Options (PSEO), Finance

University of Minnesota-Twin Cities   2005 — 2008
University of Minnesota Talented Youth Mathematics Program (UMTYMP), Mathematics

Experience
Atmel Corporation  2013 - Present
Bleum  2011 - 2012
AVD Digital Media   2010 - 2011
SmithStreetSolutions  2008 - 2010
UBS Investment Bank   2007 - 2008
UBS Investment Bank   2005 - 2007
UBS Investment Bank   2004 - 2004
Morgan Stanley  2003 - 2004

Skills
Series 7, Series 63, Outsourcing, Leveraged Finance, Financial Modeling, Due Diligence, Corporate Finance, Mergers, Private Equity, Venture Capital, Business Strategy, Cross-border M&A, Corporate Development, International Expansion, Expansion Strategy, China Business..., Entertainment, Media, Mergers & Acquisitions, Business Development, Financial Analysis, Investments, Emerging Markets, Valuation, Start-ups, Finance, Investment Banking, Strategy

Education
Bellarmine College Preparatory

University of California, Los Angeles
Magna Cum Laude

Experience
Moelis & Company  August 2013 - Present
Events Management Consultant   January 2013 - August 2013
UBS Investment Bank   2001 - 2012
Donaldson, Lufkin & Jenrette   August 1998 - June 2001

Skills
Office Management,...

Education
UCI   1994 — 1998
Bachelor of Arts (BA), Economics

UCI   1994 — 1998
Minor in Management

Experience
UBS Investment Bank   July 2013 - Present
UBS Investment Bank   June 2012 - August 2012
Loughlin Meghji + Company  March 2008 - May 2011
Deloitte  March 2006 - February 2008
Dimensional Fund Advisors  November 2004 - February 2006

Skills
Valuation, Financial Modeling, Corporate Finance, Capital Markets, Investment Banking, Due Diligence, Financial Analysis, Bloomberg

Education
NYU Stern School of Business   2011 — 2013
MBA

University of California, Irvine   2001 — 2004
BS, Economics

Experience
Expa  August 2015 - Present
Twitter  January 2015 - July 2015
Twitter  July 2014 - December 2014
Apple  May 2013 - July 2014
Apple  January 2011 - May 2013
NetCE   July 2010 - December 2010
EDMC  March 2007 - June 2010
Prime Staffing  2006 - 2007
UBS Investment Bank   August 2005 - September 2006
Adecco UK  December 2004 - May 2005

Skills
Resource Management, Social Media Marketing, Employment Law, Recruiting, Career Counseling, Talent Acquisition, Human Resources, Sourcing, Technical Recruiting, Employee Relations, Applicant Tracking..., Contract Recruitment, Interviews, Resume Writing, CRM, Leadership, Onboarding, Networking, Team Building, Talent Management, Internet Recruiting, Team Leadership, PeopleSoft, Management, College Recruiting, Strategy

Education
The Mountbatten Institute   2005 — 2006
Diploma, International Business - Managing Teams

University of California, Davis   1999 — 2004
Bachelor’s Degree, Communication & Italian

Experience
Southern California Edison  January 2012 - May 2013
Lightswitch  September 2011 - January 2012
UBS Investment Bank   February 2011 - June 2011
New York Life Insurance Company  January 2010 - August 2010
Global Marketing Resources   March 2008 - August 2010
UCI Langson Library   June 2008 - June 2009
Beth Krom's Congressional Campaign   June 2008 - August 2008

Skills
Project Management, Analysis, Business Analysis, Microsoft Excel, Strategic Planning, Marketing, Microsoft Office, Business Strategy, Social Media Marketing, Leadership, PowerPoint, Data Analysis, Microsoft Word, Economics, Marketing Strategy, Customer Service, Statistics, Market Analysis, Social Media, Research, Social Networking, Product Development, Product Management, Production Planning, Licensing

Education
University of California, Irvine   2007 — 2011
B.A., Business Economics, Political Science

Experience
Elbow River Marketing Ltd.  2014 - Present
University of Calgary  2015 - 2015
Robert Half Management Resources  2014 - 2014
ENMAX  2010 - 2013
AltaGas  2008 - 2010
UBS Investment Bank   2005 - 2008
Robert Half Management Resources  2005 - 2005
Entrepreneur  2003 - 2005
Enbridge  2001 - 2003
Deloitte Consulting  1998 - 2001

Education
The University of Calgary
Bachelor of Commerce, Finance

Experience
Zendesk  December 2014 - Present
UBS Investment Bank   August 2009 - December 2014
Citi  September 2007 - August 2009

Education
UC Davis   2003 — 2007
BS, Managerial Economics

Experience
LPL Financial  May 2014 - Present
AMN Healthcare Services (NYSE: AHS)   March 2013 - May 2014
AMN Healthcare Services (NYSE: AHS)   September 2008 - March 2013
Convergent Fund Management, LLC   July 2005 - September 2008
UBS Investment Bank   2003 - 2005
UBS Investment Bank   June 2002 - August 2002

Skills
Financial Modeling, Valuation, Financial Analysis, Forecasting, Portfolio Management, Investments, M&A experience, Analysis, Budgets, Japanese, Mandarin, Finance, Financial Forecasting, Leadership, Mergers & Acquisitions, Budgeting, Capital Structure, Decision Analysis, Strategic Financial..., Financial Systems, Hyperion Planning, Microsoft Excel

Education
University of Southern California - Marshall School of Business   2001 — 2003
MBA, Finance

University of California, San Diego   1992 — 1995
B.A., Economics

Experience
Qualcomm  November 2013 - Present
J.P. Morgan Chase   January 2012 - October 2013
J.P. Morgan Chase   July 2011 - January 2012
UBS Investment Bank   August 2008 - July 2011
Raytheon, Space and Airborne Systems  January 2003 - September 2006
Conexant  June 2001 - August 2001

Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Due Diligence, Strategy, Finance, Corporate Finance, Technology

Education
UCLA ANDERSON SCHOOL OF MANAGEMENT   2006 — 2008
M.B.A, Finance

University of California, Berkeley   1998 — 2002
BS, Electrical Engineering and Comp Sci

Experience
VMware  July 2014 - Present
VMware  November 2012 - Present
UBS Investment Bank   July 2011 - November 2012
Jefferies & Company  June 2010 - August 2010
Mainsail Partners  June 2009 - December 2009

Skills
Leveraged Finance, Corporate Development, Mergers & Acquisitions, Investment Banking, Financial Modeling, Strategy, Investments, Portfolio Management, Private Equity, Microsoft Excel

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2011
B.S., Business Administration

University of California, Berkeley   2007 — 2011
B.A., Operations Research and Management Science

Experience
L+M Development Partners Inc  2014 - Present
UBS Investment Bank   2005 - 2013
UBS Investment Bank   2012 - 2012
UBS Investment Bank   2011 - 2012
UBS Investment Bank   2005 - 2011
UBS Investment Bank   2008 - 2009
UBS Investment Bank   2005 - 2005
UBS Investment Bank   2002 - 2005
American Express Business Travel/Carlson Wagonlit travel   1998 - 2000
Environmental Consulting & Technology, Inc.   1997 - 1998

Skills
Global Business..., Chief of Staff, Communication, Corporate Communications, Messaging, Strategic Planning, Governance, Fixed Income, Project Management, Cost Management, Leadership, Rates, Strategy, Business Analysis, Analytics, Change Management, Process Improvement, Strategic Communications, Building Relationships, Marketing, Finance, Cross-functional Team..., Management, Internal Communications, Forecasting

Education
UCLA
Bachelor of Arts (B.A.), Communication Studies

Experience
Capital Group  May 2013 - Present
UBS Investment Bank   2008 - 2013
UBS Investment Bank   2006 - 2008

Skills
Concur, Calendaring, Appointment Scheduling, SAP, Onboarding, Customer Service

Education
UCLA   2001 — 2006
Bachelor of Arts (B.A.), Women's Studies

Experience
Artorius Management   June 2011 - Present
Credit Suisse  February 2007 - August 2010
UBS Investment Bank   March 1985 - March 2005

Skills
Derivatives, Fixed Income, Hedge Funds, Options, Valuation, Risk Management, Portfolio Management, Credit Derivatives, Equities, Financial Risk, Securities, Capital Markets, Bloomberg, Investments

Education
University of California, Los Angeles   1971 — 1975
MS, Control Systems

Experience
Lemon Drop Gifts   January 2014 - Present
SFTrust   July 2010 - November 2010
SFTrust   April 2009 - June 2010
Banc of America Securities  July 2005 - April 2008
UBS Investment Bank   April 2004 - July 2005
Banc of America Securities  August 2002 - April 2004
Salomon Brothers  August 1990 - January 1998

Education
University of Calgary   1987 — 1989
B.Comm

University of Calgary   1983 — 1987
B.Arts

Experience
SunEdison  2013 - 2015
Sungevity  2011 - 2011
Bank of America Merrill Lynch  2009 - 2010
UBS Investment Bank   August 2008 - November 2009
Lehman Brothers  July 2006 - July 2008

Skills
Risk Management, Bloomberg, Microsoft Office, MBS, Securitization, Fixed Income, Structured Products, ABS, CDO, CDS, Trading, CLO, Finance, Intex, Mergers, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Capital Markets, Financial Structuring

Education
University of California, Berkeley - Walter A. Haas School of Business   2010 — 2012
Master of Business Administration (MBA), Finance and Energy

Virginia Polytechnic Institute and State University - Pamplin College of Business   2001 — 2005
Bachelor of Science (B.S.), Finance & Risk Management

Experience
8x8, Inc.   January 2012 - Present
Cisco WebEx  January 2003 - January 2012
WebEx Communications  February 2002 - January 2003
Healtheon/WebMD  January 1997 - December 2001
UBS Investment Bank   April 1994 - December 1996

Skills
Product Management, Market Requirements, SAML, OpenSocial, Identity Management, Cloud Computing, SaaS, Product Strategy, Product Requirements, Product Marketing, Enterprise Software, Healthcare, Telecommunications, Mobile, Product Development, Competitive Analysis, Product Life Cycle..., Software Development, Mobile Devices, Product Lifecycle..., Cross-functional Team..., Mobile Applications, Scalability, Salesforce.com, Integration, Unified Communications, Strategy, Go-to-market Strategy, Management

Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Marketing and Corporate Strategy

University of Michigan
BS, Computer Science

Bronx High School of Science

Experience
SmartEquip  October 2010 - Present
SmartEquip  December 2007 - October 2010
UBS Investment Bank   August 2006 - December 2007
Accenture Services  August 2004 - June 2006
Syntel  February 2003 - July 2004

Skills
Software Project..., Project Planning, Project Delivery, Project Estimation, Time Management, Team Management, Project Resourcing, Resource Management, Task Management, Spring, Java Enterprise Edition, XML, Agile Methodologies, Tomcat, J2EE, Apache, Enterprise Architecture, Web Services, Full SDLC, EJB, Websphere, Weblogic, Oracle RDBMS, Sybase, MySQL, Unix Shell Scripting, Cognos, PL/SQL, Hibernate, Struts, Enterprise Design..., JMS, Core Java, Multithreading, Solaris, AS400 system, UML, Unix, Maven, SOAP, JUnit, SOA, JSP, WebLogic

Education
University of Kalyani   2000 — 2003
Master Of Computer Application

University of Calcutta   1997 — 2000
Bachelor Of Science, Physics

Experience
SenaHill Partners, LP  January 2013 - Present
JAB Advisors, Inc.   September 2006 - Present
The Receivables Exchange, LLC   April 2007 - October 2012
The New Orleans Exchange, Inc.   April 2007 - October 2012
Citigroup, Inc.   April 2002 - August 2006
Lava Trading, Inc.   April 2002 - August 2004
Donaldson, Lufkin & Jenrette (DLJ)   1998 - 2001
UBS Investment Bank   1995 - 1998
Salomon Brothers Inc.  1994 - 1995

Skills
Capital Markets, Trading Systems, Trading, Hedge Funds, Financial Markets, Financial Services, Electronic Trading, Mergers, Financial Modeling, Risk Management, Investment Banking, Executive Performance, Start-ups, Valuation, Private Equity, Merchant Banking, Trading Software, Investments, Leadership, Executive Management, Strategic Advisory, M&A, Strategy, Financial Systems Design, Operational Oversight, Innovativeness, Start-up Leadership, Financial Technology, Venture Capital, Securities, Finance, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, FX trading, Equities, Product Management, Fixed Income, Structured Finance, Derivatives, Portfolio Management, IPO, Options, Equity Trading, Alternative Investments, Bloomberg, M&A experience, Equity Research, E-commerce, Proprietary Trading

Education
The University of Calgary   1989 — 1994
BCOMM with distinction, Major in Finance from the Faculty of Management, Alberta, Canada

Tiffin Boys' Gramar School   1982 — 1988
London, UK

Experience
REDF  May 2015 - Present
Gryphon Investors  August 2012 - June 2014
UBS Investment Bank   March 2010 - June 2012
Deutsche Bank  June 2008 - August 2008

Skills
LBO, Corporate Finance, Valuation, Investment Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Capital Markets, Due Diligence, Equities, Investments, Corporate Development, Finance, Microsoft Office, Venture Capital

Education
UC Berkeley   2005 — 2009
Bachelor of Arts (B.A.), Statistics

UC Berkeley Haas School of Business   2005 — 2009
Bachelor of Science (BS), Business Administration

Experience
New Jersey Department of Community Affairs  December 2013 - Present
New Jersey Department of Community Affairs  September 2012 - December 2013
UBS Investment Bank   February 2011 - August 2012
Anthropologie  May 2009 - January 2011

Skills
Marketing, Microsoft Excel, PowerPoint, Research, Microsoft Office, Access, Project Management, Budgets, Management, Microsoft Word, Teamwork, Customer Service, Sales, Policy, Event Planning, Public Speaking, Event Management, Networking, Nonprofits, Public Relations, Market Research, Leadership Development, Social Networking, Organizational..., Software Documentation, Team Leadership, Training, Program Management, Team Building, Account Management, Analysis, Fundraising, Leadership, Databases, Financial Analysis, Strategic Planning, Program Development, Time Management, Strategy, Data Analysis, Communication

Education
University of Bridgeport   2006 — 2010
B.S, International Business

Experience
Uber  June 2014 - March 2015
Levi Strauss & Co.   January 2013 - May 2014
Levi Strauss & Co.   May 2012 - December 2012
Levi Strauss & Co.   June 2011 - April 2012
Levi Strauss & Co.   May 2010 - May 2011
Saints Capital  March 2009 - April 2010
UBS Investment Bank   March 2008 - January 2009
Alliance Marketing, Inc.   March 2006 - October 2007
Sur La Table  October 2003 - October 2004
The Ritz-Carlton Hotel Company LLC  2003 - 2003

Skills
Event Planning, Microsoft Excel, Social Media, Marketing, Strategic Planning, Retail, Merchandising, Management, Social Networking, Event Management, Advertising, Digital Marketing, Brand Development, Project Management

Education
University of California, Los Angeles
BA, Design/Media Arts

The Culinary Institute of America
Baking and Pastry

Experience
SRK Group   2014 - Present
Assurant  2012 - 2014
AXA US  2010 - 2012
UBS Investment Bank   2003 - 2010
Merrill Lynch  1997 - 2003
Wells Fargo  1990 - 1995

Skills
Business Strategy, Mergers & Acquisitions, Business Development, Corporate Development, Strategic Planning, Financial Planning, Business Intelligence, Benchmarking, Corporate Governance, Divestitures, Joint Ventures, Minority Investments, Leverage Buyouts, Transaction Structuring, Valuation, Due Diligence, Negotiation, Capital Structuring, Debt Financing, Equity Financing, Product Development, Distribution Expansion, Market Research, Business Plans, Strategic Partnerships, Building Teams, Cross-functional Teams, Leading Teams, Communications, Project Management, Relationship Management, Financial Modeling, Financial Analysis, Financial Accounting, Statutory Accounting, Process Improvement, Financial Services, Capital Markets, Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Property & Casualty..., Health Insurance, Employee Benefit..., Reinsurance, Private Equity, Investment Banking, Asset Management, Healthcare Industry

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance – with Distinction

University of California, San Diego   1986 — 1990
BA, Quantitative Economics & Decision Sciences

Experience
ADN Capital Ventures, Inc.   2007 - Present
InterGen  1996 - 1999
Bechtel Corporation  1990 - 1996
UBS Investment Bank   1987 - 1990

Skills
Project Finance, Corporate Finance, Structured Finance, Acquisition Financing, Risk Management, Strategy Consulting, Financial Forecasting, Finance Document..., Contract Negotiation, Due Diligence, Credit Assessment, Valuation

Education
UC Berkeley Haas School of Business
Master of Business Administration (MBA), International Finance

University of California, Santa Barbara
Bachelor of Arts (B.A.), Biology

Experience
First Quadrant  July 2013 - Present
First Quadrant  January 2008 - July 2013
UBS Investment Bank   April 2002 - December 2007
US Navy  December 1991 - August 1996

Skills
C++, Python, Perl, Linux, Research, Trading, Pandas, Portfolio Management, Quantitative Research, R, Quantitative Analytics, Hedge Funds, Equities, Options, Bloomberg

Education
UC Berkeley   1996 — 2002
PhD, Particle Physics

UC Berkeley   1987 — 1991
BS, Physics and Astronomy

Experience
Pipeline Software  2014 - 2014
Comforce  January 2013 - August 2013
UBS Investment Bank   September 2011 - January 2013
AFLAC  February 2011 - July 2011
The Remedy   October 2010 - December 2010
Fireworks Enterprises   January 2010 - September 2010
Luckster Productions   March 2010 - June 2010
Merrill Lynch  January 2010 - April 2010
The Glick Agency, L.L.C   January 2010 - March 2010
Manovega Communications   June 2009 - August 2009

Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, MaxHire, SAP expense, Concur, Leadership

Education
UNIVERSITY OF CALIFORNIA, LOS ANGELESClass of 2011   2007 — 2011
Bachelor of Arts, Economics

University of California, Los Angeles   2007 — 2011
Bachelor of Arts, Economics

Chaminade   2003 — 2007

Experience
Unity Investment Partners, LLC   April 2013 - Present
Newstone Capital Partners   July 2010 - March 2013
Moelis & Company  July 2008 - June 2010
UBS Investment Bank   June 2007 - August 2007

Education
University of California, Berkeley, Haas School of Business   2004 — 2008
Business

Loyola High School   2000 — 2004

Experience
Adaptive Insights  August 2014 - Present
Oracle  July 2006 - July 2014
UBS Investment Bank   2004 - 2006
PricewaterhouseCoopers  2003 - 2003

Skills
Acquisitions, Integration, Business Development, Enterprise Software, Divestitures, Strategic Partnerships, Strategic Planning, Software, Valuation, Corporate Development, SaaS, Mergers & Acquisitions, Strategy, Due Diligence

Education
UC Berkeley   2000 — 2002

temple city

Experience
Yost Capital Management   July 2013 - Present
UBS Investment Bank   July 2011 - July 2013
Ackrell Capital   June 2010 - August 2010
GlobalVest Corp.   March 2009 - August 2009
Morgan Stanley  December 2008 - March 2009

Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Bloomberg, Capital Markets, Hedge Funds

Education
University of Virginia, McIntire School of Commerce   2010 — 2011
M.S., Commerce: Financial Services

University of California, Davis   2006 — 2010
B.A.S., Applied Mathematics, Economics

Experience
TA Associates  July 2015 - Present
Jefferies LLC  July 2013 - June 2015
UBS Investment Bank   June 2012 - August 2012

Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Bloomberg, Capital IQ, DCF, Private Equity, Microsoft Office, Investments

Education
University of California, Berkeley   2009 — 2012
BA, Economics, Certificate in Entrepreneurship and Technology

Long Beach Polytechnic High School   2005 — 2009

Experience
MacFarlane Partners  January 2012 - Present
RealtyShares  April 2012 - October 2013
Sequoia Ventures Group   October 2009 - December 2011
UBS Investment Bank   June 2008 - August 2008
Gate Gourmet  July 2005 - July 2007
Guideline  January 2005 - July 2005
U.S. Inspect   2002 - 2004

Skills
Financial Analysis, Strategy, Real Estate, Valuation, Management, Investments, Contract Negotiation, Financial Modeling, Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investment Properties, Negotiation

Education
University of California, Berkeley - Walter A. Haas School of Business   2007 — 2009
Master of Business Administration (M.B.A.), General Studies, Finance, Real Estate

Virginia Polytechnic Institute and State University   1997 — 2001
BS, Psychology and Philosophy

Experience
UBS Investment Bank   March 2010 - Present
UBS  August 2005 - March 2010
UBS  February 2003 - July 2005

Skills
Financial Analysis, Strategic Planning, Risk Management, Equities, Valuation, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Structured Products, Derivatives, FX Options, Hedge Funds, Trading, Credit Derivatives, Portfolio Management

Education
University of Bridgeport   1997 — 2000
BS, Finance, Accounting

Experience
Reed Exhibitions US  January 2014 - January 2015
Royal Bank of Scotland  January 2013 - January 2014
GlobeOp Financial Services  March 2010 - January 2013
Kroll  March 2006 - February 2009
UBS Wealth Management  2005 - 2006
UBS Investment Bank   June 1999 - November 2004
Framework Entertainment (formerly Mindel Donegan)   May 1997 - May 1999
The Gersh Agency  1996 - 1997

Skills
Training, Management, Program Management, Negotiation, Consulting, Coaching, Leadership Development, Event Management, Learning Management, Learning Management..., Program Development, Program Evaluation, Instructor-led Training, Process Improvement, Employee Training, Talent Management, Leadership, Strategy, Mentoring, Management Development, Event Planning, Team Building, Onboarding, Strategic Planning, Project Management, Budgets, Employee Engagement, Social Media, Training, Change Management, Instructional Design, Staff Development, Executive Management, Sales, People Management, Writing, Cross-functional Team..., People Skills

Education
University of California, San Diego   1991 — 1995
BA

Experience
Lazard  October 2013 - Present
UBS Investment Bank   August 2012 - September 2013
UBS  June 2011 - August 2011
Golden Arc   September 2006 - June 2010
Archeus Capital Management  April 2006 - August 2006
RBC Capital Markets  August 2005 - April 2006
Lord Abbett & Co. LLC   November 2003 - August 2005

Skills
Asset Managment, Bloomberg, Investment Banking, Mergers, Equities, Investment Advisory, Alternative Investments, Investments, Mergers & Acquisitions, Asset Management

Education
New York University - Leonard N. Stern School of Business   2010 — 2012
MBA with Distinction, Finance, Accounting, Strategy

University of California, Irvine   1999 — 2003
BS, Information & Computer Science

Seoul International School   1995 — 1999

Experience
Qatalyst Partners  May 2010 - Present
UBS Investment Bank   July 2008 - April 2010
UBS Investment Bank   July 2005 - June 2008

Education
University of California, Los Angeles   2001 — 2005

Experience
Cowen and Company  2010 - Present
Morgan Stanley  2005 - 2008
UBS Investment Bank   2004 - 2005
Ernst & Young  2003 - 2004

Skills
Mergers & Acquisitions, Investment Banking, Equity Research, Equities, Financial Modeling, Valuation, Bloomberg, Capital Markets, Fixed Income, Series 7, Hedge Funds, Corporate Finance, Series 63, Portfolio Management, Investments, Private Equity, Financial Analysis, Securities, Alternative Investments, Due Diligence, Emerging Markets, Financial Markets

Education
NYU Stern School of Business   1999 — 2001
Master of Business Administration (MBA), Finance and Management

University of California, Berkeley - Walter A. Haas School of Business
1992, Accounting and Finance

Experience
First Choice Bank in California  September 2014 - Present
Proteus Environmental Technologies, LLC   July 2008 - Present
Union Bank  2011 - 2014
Bank of Manhattan N.A.   2009 - 2010
MAG Capital   2006 - 2008
UBS Investment Bank   2001 - 2006
Bold Cuisine   2001 - 2005
DLJ/Credit Suisse First Boston   1997 - 2001

Education
Art Institute of Los Angeles
Associate of Science, Culinary Arts

University of California, Los Angeles
Bachelor of Arts, Sociology, Business

Experience
Mercuria Energy America, Inc  October 2014 - Present
JP Morgan  February 2011 - September 2014
JP Morgan  February 2009 - February 2011
UBS Investment Bank   May 2004 - January 2009
Tecskor   2003 - 2004
Getty Images  2000 - 2003
NTI  1999 - 2000
NrG Highway   1985 - 1989

Skills
IT Operations, Business Analysis, Commodity, Project Management, Trading, User Acceptance Testing, Agile Methodologies, Derivatives, Trading Systems, SDLC, Software Development, IT Strategy, Vendor Management, Fixed Income, Databases, Requirements Analysis, Enterprise Architecture, Integration, Management, Software Project..., Energy

Education
The University of Calgary   1991 — 1994
Bachelor of Science (B.Sc.), Electrical Engineering

The University of Calgary   1985 — 1991
Bachelor of Science, Pure Mathematics

Bishop Carroll High School

Experience
Contract Work  January 2013 - Present
Piper Jaffray  June 2008 - August 2012
UBS Investment Bank   June 2003 - June 2008
Merrill Lynch (Investor Strategy Group)   June 2002 - September 2002
Fieldman, Rolapp & Associates ­ Public Finance   February 2000 - July 2001
David Taussig & Associates ­ Public Finance/Real Estate Consulting   April 1997 - June 1999

Skills
Develop and Maintain..., Financial Transaction..., Consultative Sales and..., Financial Analyses, Sales Presentations, Credit Analysis, Interface with..., Credit Rating..., Financial Analysis, Finance, Due Diligence, Investment Banking, Financial Modeling, Fixed Income

Education
University of Southern California - Marshall School of Business   2001 — 2003
Master of Business Administration, Finance

University of California, San Diego
Bachelor of Arts, Political Science, Economics & Chinese Studies, Cum Laude

Experience
UBS Investment Bank   March 2000 - Present

Education
University of California, Los Angeles

Experience
Yahoo!  April 2011 - Present
Yahoo!  May 2008 - April 2011
Infosys  July 2006 - May 2008
UBS Investment Bank   2006 - 2008

Skills
Agile Methodologies, Java, Scrum, Hibernate, Java Enterprise Edition, REST, Core Java, Spring Framework, Tomcat, Hadoop, PL/SQL, J2EE Application..., J2EE Web Services, Databases, iBatis, Data Structures, Algorithms, Spring, Apache Pig, Oozie

Education
University of California, Davis - Graduate School of Management   2014 — 2017
Master of Business Administration (M.B.A.)

Cummins College Of Engineering   2002 — 2006
Bachelor of Engineering, Computer Science

Experience
Securities America  April 2007 - Present
UBS Investment Bank   April 2003 - March 2007
Banc of America Securities  September 2000 - March 2003
Morgan Stanley  September 1997 - September 2000

Education
University of California, San Diego   1990 — 1994
B.A., Economics

Experience
AIG  July 2012 - Present
LPL Financial  May 2011 - June 2012
Radian Asset Assurance Inc.  January 2008 - December 2010
Radian Asset Assurance Inc.  January 2005 - January 2008
Radian Asset Assurance Inc.  May 2003 - January 2005
The Blackstone Group  January 2002 - January 2003
UBS Investment Bank   May 1999 - September 2001

Skills
Team Leadership, Organizational..., Customer Satisfaction, Software Project..., Project Portfolio..., PMP, Process Management, Program Management, Process Improvement, Internal Communications, Change Management, Disaster Recovery, Compliance Audits, Software Quality..., SDLC, Training &..., Virtual Teams, Help Desk Management, Citrix, Marimba, RSA Security, Microsoft Office 2007, Desktop Support, Windows, Word, Excel, PowerPoint, MS Project, Conflict Resolution, Technical Support, Management, Microsoft Excel, Leadership

Education
University of California, San Diego   1991 — 1995
BA, Liberal Arts

Monta Vista High School   1987 — 1991

Experience
McKay Brothers, LLC   May 2013 - Present
Quincy Data LLC   May 2013 - Present
Weeden & Co.   2009 - 2012
Citi  2006 - 2009
UBS Investment Bank   2005 - 2006
Citigroup / Lava Trading   2004 - 2005
Reuters  1997 - 2004
Rudick Asset Management   1994 - 1996
Feshbach Brothers   1993 - 1994
Capital Institutional Services, Inc.   1990 - 1993

Skills
Equities, Trading, Market Data, Series 7, Financial Markets, Trading Technology, Equity Trading, Smart Order Routing, Electronic Trading, Market Structure, Trading Systems, Bloomberg, Options, Series 63, Institutional, Program Trading, Market Making, Series 55, Integrity, Capital Markets, Hedge Funds, ETFs, Electronic Trading..., Securities, Relationship Management, Trading System, Buy-side, Trading Strategies, Sell Side, Order Management, Exchange Connectivity, Financial Services, Traders, Technical Analysis, SaaS, High Frequency Trading, Ultra Low Latency, High Speed Data, Investments, FINRA, Swaps, Portfolio Management, Routing

Education
University of California, Berkeley
BS, Economics & Statistics

Experience
UBS  June 2011 - Present
UBS  November 2003 - Present
UBS Investment Bank   August 2010 - June 2011

Skills
Middle Office, Equities, Prime Brokerage, ETD, Equity Swaps, Total Return Swaps, Securities Lending, Futures, Operations Management, Risk Management, Business Planning, Project Management, Fixed Income, Finance, Interest Rate...

Education
University of Bristol   1999 — 2003
BEng, Aeronautical Engineering

Experience
Highland Capital Management, L.P.   February 2013 - Present
Barclays Capital  June 2011 - February 2013
Barclays Capital  June 2010 - August 2010
Morgan Keegan (Revolution Partners)   September 2009 - December 2009
Iron Capital   May 2009 - August 2009
Financial Technology Partners  January 2009 - May 2009
Aetna, INC.   May 2008 - October 2008
UBS Investment Bank   June 2008 - June 2008

Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Bloomberg, Corporate Finance, Capital IQ, M&A experience, LBO, Due Diligence, Business Valuation, DCF, Leadership, Finance, Investments, Portfolio Management, Venture Capital, Equity Research, Private Equity, Hedge Funds, Capital Markets, Equities, Emerging Markets, Bloomberg Terminal, Fixed Income, Alternative Investments, Leveraged Finance, Asset Management

Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration / Corporate Finance

Campolindo High School   2003 — 2007

Experience
Wells Fargo Securities  October 2013 - May 2014
UBS Investment Bank   April 2011 - October 2013
Cenovus Energy  May 2010 - August 2010

Skills
Investment Banking, Corporate Finance, Capital Markets, Valuation, Equities, Financial Analysis, Investments, Bloomberg, Financial Modeling

Education
University of Calgary   2007 — 2010

Experience
salesforce.com  February 2015 - Present
salesforce.com  November 2013 - January 2015
salesforce.com  August 2012 - October 2013
Hewlett-Packard  May 2012 - August 2012
Hewlett-Packard  August 2010 - May 2012
UBS Investment Bank   September 2009 - August 2010

Skills
Mergers & Acquisitions, Corporate Development, Financial Modeling, M&A experience, Corporate Finance, Corporate Venture..., Investments, Business Strategy, Due Diligence, Valuation, SaaS

Education
University of California, Berkeley - Walter A. Haas School of Business   2007 — 2009
B.S., Business Administration

University of California, Berkeley   2005 — 2009
B.A., Economics

Experience
PIMCO  June 2013 - August 2013
Ares Management  January 2010 - June 2012
Houlihan Lokey  July 2008 - January 2010
UBS Investment Bank   June 2007 - August 2007

Education
University of Pennsylvania - The Wharton School   2012 — 2014
MBA

University of California, Los Angeles   2004 — 2008
BA, Business Economics

Experience
JPMorgan Chase & Co.   November 2012 - Present
JPMorgan Chase & Co.   May 2011 - November 2012
Morgan Stanley  March 2010 - May 2011
Pitney Bowes Inc  January 2008 - March 2010
UBS Investment Bank   June 2007 - December 2007

Skills
PowerPoint, Management, Banking, Project Management, Microsoft Office, Microsoft Excel, Leadership, Process Improvement, Microsoft Word

Education
University of Bridgeport   2003 — 2007
Bachelor of Arts (B.A.), International Political Economy and Diplomacy

Experience
Chegg Inc.  September 2014 - Present
JPMorgan Chase  June 2013 - August 2014
UBS Investment Bank   June 2012 - August 2012
Raymond James & Associates, Inc   May 2011 - August 2011
UC Berkeley  August 2010 - December 2010
Morgan Stanley Smith Barney  May 2010 - August 2010
Veechi Corporation   January 2010 - May 2010

Skills
Capital IQ, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Investment Banking, Start-ups, Data Analysis, Due Diligence, Corporate Finance, Public Speaking

Education
University of California, Berkeley - Walter A. Haas School of Business   2011 — 2013
B.S, Business Administration

Experience
Bookfishbook.com   May 2014 - Present
RBS Securities, Inc  March 2008 - February 2011
RBS Securities, Inc.   March 2008 - January 2010
UBS Investment Bank   May 2006 - March 2008
eSecLending, at CalPERS   November 2002 - June 2005
Investors Bank and Trust  March 2002 - November 2002
E*TRADE Securities, Inc   January 1999 - March 2002
Senior Financial Services Assoc   November 2000 - October 2001
E*TRADE Securities  January 1999 - November 2000

Skills
Project Management, MS Project, Analysis, Process Improvement, Banking, Fixed Income, Management, Change Management, Equities, Finance, Software Documentation, Investment Banking, Bloomberg, Integration, Financial Services, Trading Systems, Visio, Options, Investments, Bonds

Education
University of California, Davis   1996 — 1998
Bachelor of Arts (B.A.), Political Science

University of California, Berkeley   1995 — 1996
Bachelor of the Arts, Political Science

University of California at Berkeley Alumni

Experience
NerdWallet  September 2015 - Present
KKR  July 2014 - August 2015
KKR  May 2013 - June 2014
Imperial Capital, LLC  July 2012 - April 2013
UBS Investment Bank   June 2011 - August 2011

Education
University of California, Berkeley - Walter A. Haas School of Business   2008 — 2012
Business Administration

Experience
UBS  January 2013 - Present
UBS  November 2011 - June 2013
UBS Investment Bank   January 2010 - November 2011
UBS Investment Bank   January 2007 - January 2010
UBS Investment Bank   April 2005 - January 2007
UBS Investment Bank   July 2003 - April 2005
UBS Investment Bank   August 2000 - July 2003
UBS Investment Bank   July 1999 - August 2000
Bankers Trust  March 1998 - July 1999
Fuji Bank  November 1994 - March 1998

Skills
Managerial Experience, Business Analytics, Investment Banking, Stakeholder Management, Business Analysis, Outsourcing, Process Excellence, Change Management, Business Management, MIS, Operational Excellence, Management, Financial Services, Business Intelligence

Education
ACCA - Association of Certified Chartered Accountants   1995 — 1998

University of Brighton   1991 — 1994
Upper 2:1, BA Hons Accounting & Finance

Hastings College of Arts & Technology   1989 — 1991
Distinction, BTEC National Diploma in Business & Finance

Experience
UBS Investment Bank   July 2014 - Present
UBS Investment Bank   June 2013 - August 2013
MS Capital   October 2012 - December 2012
InterDealer Trading Solutions  June 2012 - September 2012
CBA Property Management, Inc   June 2011 - June 2012
Computer Methods   June 2009 - August 2009
The Reiser Group  June 2008 - August 2008

Skills
Economics, Microsoft Excel, HTML, Capital IQ, C++, Fixed Income, Java, PowerPoint, Microsoft Office, Windows, CDS, Social Media, Bloomberg Terminal, Data Analysis, Team Leadership, Research, Analysis, Financial Analysis, Microsoft Word, Teamwork, Market Research, Quantitative Research, Due Diligence, Corporate Finance, Electronic Trading, Investment Banking, Cryptocurrency, Cryptoeconomy, Blockchain Technology, Mining

Education
University of California, Los Angeles   2010 — 2014
Bachelor of Science, Mathematics and Economics, Senior

Experience
UBS Investment Bank   July 2015 - Present
UBS Investment Bank   June 2014 - August 2014
Pacific Alternative Asset Management Company  June 2008 - June 2013
Merrill Lynch  June 2007 - September 2007

Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Investment Banking, Financial Modeling, Valuation, Financial Analysis

Education
University of Southern California - Marshall School of Business   2013 — 2015
Master of Business Administration (MBA)

University of California, Irvine   2005 — 2009
Bachelor's degree, Econometrics and Quantitative Economics

Experience
UBS AG  October 2009 - Present
UBS Investment Bank   January 2007 - September 2009
Epstein Becker & Green, P.C.   2001 - December 2006
Morrison Cohen LLP  1994 - 2001
Donovan Leisure Newton & Irvine  1989 - 1994

Skills
Employee Relations, Employment Law, Talent Management, Affirmative Action

Education
UCLA School of Law   1986 — 1989
JD

Experience
University of Connecticut---School of Business  August 2013 - Present
UBS  July 2011 - August 2013
Putnam Leasing Co.   May 2009 - July 2011
UBS Investment Bank   October 2007 - October 2008
Wades Dairy Inc   January 2007 - April 2007

Skills
Human Resources, Financial Analysis, HRIS, PeopleSoft, Planning & Organizing..., Taxations, Communication, Applicant Tracking..., Deferred Compensation

Education
University of Bridgeport   2005 — 2007
Master of Science (M.S.), Human Resource Development

Norwalk Community College
Certification, Accounting

Experience
Jones Lang LaSalle's Hotels & Hospitality Group   May 2013 - Present
Hudson River Partners Real Estate   November 2012 - Present
UBS Investment Bank   2012 - November 2012
FundCore Finance Group   2009 - June 2012
Merrill Lynch  2001 - 2009

Skills
Real Estate Economics, Asset Management, CMBS, Real Estate Financing, Real Estate, Valuation, Disposition, Due Diligence, Real Estate Development, Investments, Commercial Real Estate, Real Estate Transactions, Brokerage, Private Equity, Investment Properties, Capital Markets, Financial Structuring, Corporate Real Estate, Leases, Financial Modeling

Education
Wharton Business School   1999 — 2001
Finance

UCLA School of Law
Doctor of Law (JD)

UNC Chapel Hill
Bachelor of Arts (B.A.), Economics

Experience
ChanceRiver   PartnerNexweb2008 - 2012
UBS Investment Bank   2006 - 2008

Skills
Start-ups

Education
University of Calicut   1994 — 1998
B Tech, Mechanical Engineering

Experience
Prudential Financial  November 2014 - Present
Ziff Brothers Investments  2007 - 2013
UBS Investment Bank   2005 - 2007
Kane Kessler, P.C.   2003 - 2005

Skills
Travel Arrangements, Interpersonal Skills, Administrative..., Lotus Notes, Office Management, Outlook, Concur, Office Administration, Data Entry, PowerPoint, Event Planning, Travel Planning, Process Scheduler, Human Resources, Spreadsheets, Executive..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Research, Capital IQ, Data Collection, SEC Filings, Executive Calendar..., Factiva, Equities, Thomson One Analytics, Organization Skills, Payroll, Scheduling, Inventory, Switchboard

Education
University of California, Irvine   1994 — 1999
Bachelor of Arts (B.A.), Spanish Language Teacher Education