UCSB Investment Advisory Committee
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UCSB Investment Advisory Committee Employees
Employee
Years
Job
Industry
Daniel Czech Daniel Czech's UCSB Investment Advisory Committee Experience September 2012 - March 2015
Job Revenue Management Analyst at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways May 2015 - Present
UCSB Investment Advisory Committee September 2012 - March 2015
Delta Air Lines June 2014 - September 2014
Skills
Economics, Statistics, Macroeconomics, Calculus, Differential Equations, Microeconomics, Fixed Income, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Finance
Education
University of California, Santa Barbara 2011 — 2015
Bachelor's Degree, Statistics
JetBlue Airways May 2015 - Present
UCSB Investment Advisory Committee September 2012 - March 2015
Delta Air Lines June 2014 - September 2014
Skills
Economics, Statistics, Macroeconomics, Calculus, Differential Equations, Microeconomics, Fixed Income, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Finance
Education
University of California, Santa Barbara 2011 — 2015
Bachelor's Degree, Statistics
Jeff Butler Jeff Butler's UCSB Investment Advisory Committee Experience March 2012 - February 2014
Job Investment Banking Analyst at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. June 2014 - Present
The Finance Connection March 2012 - March 2014
Commerce Capital Group March 2012 - February 2014
UCSB Investment Advisory Committee March 2012 - February 2014
J.P. Morgan June 2013 - August 2013
Nelligan Sports Marketing December 2010 - March 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Market Research, Research, Microsoft Office, Economics, Investment Banking, PowerPoint, Public Speaking, Investments, Equity Capital Markets, Leadership, Capital Markets, Capital IQ, Real Estate, Portfolio Management, Bloomberg, Secondary Offerings, Follow-on Offerings, Thompson One, Mergers & Acquisitions, Finance, Valuation
Education
University of California, Santa Barbara 2010 — 2014
B.A., Economics & Accounting, Summa Cum Laude
Torrey Pines High School 2006 — 2010
Greenhill & Co. June 2014 - Present
The Finance Connection March 2012 - March 2014
Commerce Capital Group March 2012 - February 2014
UCSB Investment Advisory Committee March 2012 - February 2014
J.P. Morgan June 2013 - August 2013
Nelligan Sports Marketing December 2010 - March 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Market Research, Research, Microsoft Office, Economics, Investment Banking, PowerPoint, Public Speaking, Investments, Equity Capital Markets, Leadership, Capital Markets, Capital IQ, Real Estate, Portfolio Management, Bloomberg, Secondary Offerings, Follow-on Offerings, Thompson One, Mergers & Acquisitions, Finance, Valuation
Education
University of California, Santa Barbara 2010 — 2014
B.A., Economics & Accounting, Summa Cum Laude
Torrey Pines High School 2006 — 2010
Katrina Sprouse Katrina Sprouse's UCSB Investment Advisory Committee Experience October 2013 - Present
Job Assurance intern at PwC
Industry Accounting
Experience
UCSB Investment Advisory Committee October 2013 - Present
PwC June 2015 - August 2015
Raytheon June 2014 - March 2015
EY July 2014 - July 2014
UCSB Intercollegiate Athletics October 2013 - December 2013
PwC November 2013 - November 2013
Macy's August 2013 - September 2013
Nordstrom July 2013 - August 2013
Goldman Sachs June 2013 - June 2013
Deloitte January 2013 - April 2013
Skills
Microsoft Office, Earned Value Management, Microsoft Excel, Valuation, Investment Banking, Data Analysis, Financial Analysis, Financial Modeling, Teamwork, Finance, Accounting
Education
University of California, Santa Barbara 2012 — 2016
Economics and Accounting
Saint Francis High School 2008 — 2012
UCSB Investment Advisory Committee October 2013 - Present
PwC June 2015 - August 2015
Raytheon June 2014 - March 2015
EY July 2014 - July 2014
UCSB Intercollegiate Athletics October 2013 - December 2013
PwC November 2013 - November 2013
Macy's August 2013 - September 2013
Nordstrom July 2013 - August 2013
Goldman Sachs June 2013 - June 2013
Deloitte January 2013 - April 2013
Skills
Microsoft Office, Earned Value Management, Microsoft Excel, Valuation, Investment Banking, Data Analysis, Financial Analysis, Financial Modeling, Teamwork, Finance, Accounting
Education
University of California, Santa Barbara 2012 — 2016
Economics and Accounting
Saint Francis High School 2008 — 2012
Julian Choi Julian Choi's UCSB Investment Advisory Committee Experience February 2014 - Present
Job Summer Analyst at CriticalPoint Partners
Industry
Experience
UCSB Investment Advisory Committee February 2014 - Present
CriticalPoint Partners June 2015 - September 2015
EY June 2015 - June 2015
UCSB Community Financial Fund October 2014 - June 2015
FastSpring December 2014 - May 2015
J.P. Morgan April 2015 - April 2015
UCSB Annual Fund February 2014 - January 2015
Toma Capital Management LLC June 2014 - September 2014
Skills
Valuation, Financial Modeling, PowerPoint, Financial Analysis, Statistics, Investments, Accounting, Finance, Management, Social Networking, Corporate Finance
Education
University of California, Santa Barbara 2013 — 2017
Bachelor of Arts (B.A.), Economics and Accounting
Palos Verdes Peninsula High School 2009 — 2013
UCSB Investment Advisory Committee February 2014 - Present
CriticalPoint Partners June 2015 - September 2015
EY June 2015 - June 2015
UCSB Community Financial Fund October 2014 - June 2015
FastSpring December 2014 - May 2015
J.P. Morgan April 2015 - April 2015
UCSB Annual Fund February 2014 - January 2015
Toma Capital Management LLC June 2014 - September 2014
Skills
Valuation, Financial Modeling, PowerPoint, Financial Analysis, Statistics, Investments, Accounting, Finance, Management, Social Networking, Corporate Finance
Education
University of California, Santa Barbara 2013 — 2017
Bachelor of Arts (B.A.), Economics and Accounting
Palos Verdes Peninsula High School 2009 — 2013
Jeff Frederickson Jeff Frederickson's UCSB Investment Advisory Committee Experience September 2010 - June 2011
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Personal Capital October 2012 - June 2013
UC Santa Barbara finance connection September 2011 - June 2012
Wells Fargo Advisors June 2009 - September 2011
UCSB Investment Advisory Committee September 2010 - June 2011
Skills
Financial Modeling, Investments, Financial Analysis, Management, Microsoft Office, Equity Research, Microsoft Excel, PowerPoint, Customer Service, Budgets, Research, Bloomberg, Corporate Finance, Due Diligence
Education
UC Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Business economics with an emphasis in Accounting
Southern Methodist University 2008 — 2009
Wells Fargo Advisors July 2013 - Present
Personal Capital October 2012 - June 2013
UC Santa Barbara finance connection September 2011 - June 2012
Wells Fargo Advisors June 2009 - September 2011
UCSB Investment Advisory Committee September 2010 - June 2011
Skills
Financial Modeling, Investments, Financial Analysis, Management, Microsoft Office, Equity Research, Microsoft Excel, PowerPoint, Customer Service, Budgets, Research, Bloomberg, Corporate Finance, Due Diligence
Education
UC Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Business economics with an emphasis in Accounting
Southern Methodist University 2008 — 2009
Kushaan Ahuja's UCSB Investment Advisory Committee Experience April 2012 - May 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Commerce Capital Group October 2012 - May 2014
GCP June 2013 - September 2013
UCSB Investment Advisory Committee April 2012 - May 2013
Merrill Lynch July 2012 - September 2012
Baskin Robbins 2009 - September 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Economics
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics & Accounting
Rancho Bernardo High School 2007 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Commerce Capital Group October 2012 - May 2014
GCP June 2013 - September 2013
UCSB Investment Advisory Committee April 2012 - May 2013
Merrill Lynch July 2012 - September 2012
Baskin Robbins 2009 - September 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Economics
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics & Accounting
Rancho Bernardo High School 2007 — 2011
Elann Mash's UCSB Investment Advisory Committee Experience January 2012 - November 2012
Job Tax Intern at Ernst & Young
Industry Accounting
Experience
UC Santa Barbara Accounting Department April 2014 - Present
UCSB Bookstore April 2013 - February 2014
Delta Sigma Pi - Rho Sigma Chapter June 2013 - December 2013
Delta Sigma Pi - Rho Sigma Chapter December 2012 - June 2013
LINX Corporation July 2012 - April 2013
UCSB Investment Advisory Committee January 2012 - November 2012
Skills
Social Media, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Customer Service, Financial Analysis, Bookkeeping, Event Planning, Teamwork, Financial Accounting, Accounts Payable, Facebook, Budgets, Social Media Marketing, Time Management, Photoshop, Microsoft Office
Education
University of California, Santa Barbara 2011 — 2015
UC Santa Barbara Accounting Department April 2014 - Present
UCSB Bookstore April 2013 - February 2014
Delta Sigma Pi - Rho Sigma Chapter June 2013 - December 2013
Delta Sigma Pi - Rho Sigma Chapter December 2012 - June 2013
LINX Corporation July 2012 - April 2013
UCSB Investment Advisory Committee January 2012 - November 2012
Skills
Social Media, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Customer Service, Financial Analysis, Bookkeeping, Event Planning, Teamwork, Financial Accounting, Accounts Payable, Facebook, Budgets, Social Media Marketing, Time Management, Photoshop, Microsoft Office
Education
University of California, Santa Barbara 2011 — 2015
Beau Donohoe's UCSB Investment Advisory Committee Experience April 2012 - March 2013
Job Real Estate Analyst at HFF
Industry Real Estate
Experience
HFF, Inc. November 2013 - Present
UCSB Investment Advisory Committee April 2012 - March 2013
UCSB Finance Connection March 2012 - March 2013
WMD Capital Partners June 2012 - January 2013
Rabobank September 2011 - June 2012
Wedbush Securities August 2011 - September 2011
CBRE May 2011 - June 2011
Skills
Financial Analysis, Financial Modeling, DCF, Due Diligence, Portfolio Management, Market Research, Valuation, Microsoft Excel, Finance, Management, Excel, Asset Management, Real Estate, Investment Properties, Venture Capital, Equities, Commercial Real Estate, Real Estate Economics
Education
Canyon
Canyon
University of California, Santa Barbara
Bachelor of Arts, Economics
HFF, Inc. November 2013 - Present
UCSB Investment Advisory Committee April 2012 - March 2013
UCSB Finance Connection March 2012 - March 2013
WMD Capital Partners June 2012 - January 2013
Rabobank September 2011 - June 2012
Wedbush Securities August 2011 - September 2011
CBRE May 2011 - June 2011
Skills
Financial Analysis, Financial Modeling, DCF, Due Diligence, Portfolio Management, Market Research, Valuation, Microsoft Excel, Finance, Management, Excel, Asset Management, Real Estate, Investment Properties, Venture Capital, Equities, Commercial Real Estate, Real Estate Economics
Education
Canyon
Canyon
University of California, Santa Barbara
Bachelor of Arts, Economics
Emily Zheng Emily Zheng's UCSB Investment Advisory Committee Experience May 2014 - Present
Job Student at University of California, Santa Barbara
Industry Insurance
Experience
UCSB Investment Advisory Committee May 2014 - Present
UCSB Letters & Science Information Technology October 2014 - Present
Education
University of California, Santa Barbara 2015 — 2016
Master’s Degree
University of California, Santa Barbara 2012 — 2015
Bachelor’s Degree
Arcadia High School 2008 — 2012
UCSB Investment Advisory Committee May 2014 - Present
UCSB Letters & Science Information Technology October 2014 - Present
Education
University of California, Santa Barbara 2015 — 2016
Master’s Degree
University of California, Santa Barbara 2012 — 2015
Bachelor’s Degree
Arcadia High School 2008 — 2012
Jeremy Berkov's UCSB Investment Advisory Committee Experience January 2014 - Present
Job Analytics Intern at 2K Games
Industry Computer Software
Experience
2K July 2015 - Present
UCSB Sigma Nu Fraternity May 2015 - Present
UCSB Investment Advisory Committee January 2014 - Present
Shocase June 2013 - June 2015
2K Games July 2012 - August 2012
Skills
Digital Strategy, SEM, User Experience, Email Marketing, Digital Marketing, Start-ups, Digital Media, Online Advertising, Social Media, Management, Marketing, Public Speaking, Social Networking, Social Media Marketing, Research
Education
UCSB 2013 — 2017
Economics & Mathematics
Marin Academy
2K July 2015 - Present
UCSB Sigma Nu Fraternity May 2015 - Present
UCSB Investment Advisory Committee January 2014 - Present
Shocase June 2013 - June 2015
2K Games July 2012 - August 2012
Skills
Digital Strategy, SEM, User Experience, Email Marketing, Digital Marketing, Start-ups, Digital Media, Online Advertising, Social Media, Management, Marketing, Public Speaking, Social Networking, Social Media Marketing, Research
Education
UCSB 2013 — 2017
Economics & Mathematics
Marin Academy
Sam Hock's UCSB Investment Advisory Committee Experience January 2014 - July 2014
Job Assurance Assocaite at EY
Industry Investment Banking
Experience
EY January 2015 - Present
Corner Capital Partners, LLC June 2014 - December 2014
UCSB Investment Advisory Committee January 2014 - July 2014
ALPHA TITANS, LLC September 2013 - March 2014
Moss Adams LLP June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Financial Accounting, Public Speaking, Microsoft Word, PowerPoint, Accounting, Leadership, Photoshop, Underwriting, Microsoft Office, Finance, Financial Analysis, Research
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
EY January 2015 - Present
Corner Capital Partners, LLC June 2014 - December 2014
UCSB Investment Advisory Committee January 2014 - July 2014
ALPHA TITANS, LLC September 2013 - March 2014
Moss Adams LLP June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Financial Accounting, Public Speaking, Microsoft Word, PowerPoint, Accounting, Leadership, Photoshop, Underwriting, Microsoft Office, Finance, Financial Analysis, Research
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
James Jiang's UCSB Investment Advisory Committee Experience May 2012 - June 2013
Job Investment Associate at Bailard, Inc.
Industry Financial Services
Experience
Bailard, Inc. August 2013 - Present
UCSB Investment Advisory Committee May 2012 - June 2013
Pacific Pointe Advisors July 2012 - April 2013
US Bank January 2011 - July 2012
Education
UCSB 2009 — 2013
Business Economics, minor in Statistics, Economics
Saratoga High
Bailard, Inc. August 2013 - Present
UCSB Investment Advisory Committee May 2012 - June 2013
Pacific Pointe Advisors July 2012 - April 2013
US Bank January 2011 - July 2012
Education
UCSB 2009 — 2013
Business Economics, minor in Statistics, Economics
Saratoga High
Ben Morrison Ben Morrison's UCSB Investment Advisory Committee Experience September 2012 - May 2013
Job Associate at North Bridge Growth Equity
Industry Venture Capital & Private Equity
Experience
North Bridge Growth Equity and Venture Partners July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
UCSB Investment Advisory Committee September 2012 - May 2013
Goldman Sachs June 2012 - August 2012
FindTheBest August 2011 - September 2011
Burr Pilger Mayer June 2011 - August 2011
Skills
Economics, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Equities, Bloomberg, Valuation, Investments, Hedge Funds, Microsoft Office, Corporate Finance, Management, Finance, Business Development, Leadership, Analysis, Investment Banking, Social Media
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Business Economics and Accounting
Universitat Autònoma de Barcelona
Bachelor of Arts (B.A.), Economics
North Bridge Growth Equity and Venture Partners July 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
UCSB Investment Advisory Committee September 2012 - May 2013
Goldman Sachs June 2012 - August 2012
FindTheBest August 2011 - September 2011
Burr Pilger Mayer June 2011 - August 2011
Skills
Economics, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Equities, Bloomberg, Valuation, Investments, Hedge Funds, Microsoft Office, Corporate Finance, Management, Finance, Business Development, Leadership, Analysis, Investment Banking, Social Media
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Business Economics and Accounting
Universitat Autònoma de Barcelona
Bachelor of Arts (B.A.), Economics
Ryan DePauw Ryan DePauw's UCSB Investment Advisory Committee Experience October 2011 - June 2012
Job Sales Engineer at Procore Technologies
Industry Computer Software
Experience
Procore Technologies January 2015 - Present
Procore Technologies July 2013 - December 2014
Procore Technologies March 2012 - June 2013
UCSB Investment Advisory Committee October 2011 - June 2012
DePauw Johnson Tax and Financial 2011 - 2012
Complete Business and Tax February 2011 - April 2011
K1 Speed June 2007 - August 2008
Skills
Customer Service, Microsoft Excel, Salesforce.com, Microsoft Office, Account Management, GoToMeeting, Sales, Team Leadership, Photoshop, Social Media, Software Construction, Cloud Computing, SaaS, Software Project..., Consultative Approach, Project Management, Entrepreneurship, Business Strategy, Product Development, Training, Business Development, Management
Education
University of California, Santa Barbara 2008 — 2012
Business/Economics, Sport Management Minor, 3.4
Bocconi University 2010 — 2011
Business School, International Economics, Management, Finance
Procore Technologies January 2015 - Present
Procore Technologies July 2013 - December 2014
Procore Technologies March 2012 - June 2013
UCSB Investment Advisory Committee October 2011 - June 2012
DePauw Johnson Tax and Financial 2011 - 2012
Complete Business and Tax February 2011 - April 2011
K1 Speed June 2007 - August 2008
Skills
Customer Service, Microsoft Excel, Salesforce.com, Microsoft Office, Account Management, GoToMeeting, Sales, Team Leadership, Photoshop, Social Media, Software Construction, Cloud Computing, SaaS, Software Project..., Consultative Approach, Project Management, Entrepreneurship, Business Strategy, Product Development, Training, Business Development, Management
Education
University of California, Santa Barbara 2008 — 2012
Business/Economics, Sport Management Minor, 3.4
Bocconi University 2010 — 2011
Business School, International Economics, Management, Finance
Mardo Iknadiossian's UCSB Investment Advisory Committee Experience October 2011 - April 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - Present
Gain Changer November 2012 - May 2013
UCSB Investment Advisory Committee October 2011 - April 2013
UCSB Finance Connection March 2011 - March 2013
Wells Fargo Securities June 2012 - August 2012
Delta Tau Delta Fraternity January 2010 - June 2012
Seeking Alpha August 2011 - February 2012
Block, Bowman & Associates, LLC August 2011 - January 2012
Skills
Fluent in Arabic, Fluent in Armenian, Economics, Financial Analysis, Valuation, Financial Modeling, Portfolio Management, Investments, Research, Microsoft Excel, Corporate Finance, Analysis, Equities, PowerPoint, Investment Banking, Private Equity, Public Speaking, Capital Markets, Fixed Income, Budgets, Entrepreneurship, Finance, Business Strategy, Leadership, Start-ups, Management, Social Networking, Mergers & Acquisitions, Strategy, Emerging Markets, Equity Research, Bonds, Venture Capital, Financial Risk, Due Diligence, Alternative Investments, Hedge Funds, Asset Management
Education
University of California, Santa Barbara 2009 — 2013
Economics/Accounting, Political Science emphasis International Relations
Mount Shasta High School 2005 — 2009
Wells Fargo Securities June 2013 - Present
Gain Changer November 2012 - May 2013
UCSB Investment Advisory Committee October 2011 - April 2013
UCSB Finance Connection March 2011 - March 2013
Wells Fargo Securities June 2012 - August 2012
Delta Tau Delta Fraternity January 2010 - June 2012
Seeking Alpha August 2011 - February 2012
Block, Bowman & Associates, LLC August 2011 - January 2012
Skills
Fluent in Arabic, Fluent in Armenian, Economics, Financial Analysis, Valuation, Financial Modeling, Portfolio Management, Investments, Research, Microsoft Excel, Corporate Finance, Analysis, Equities, PowerPoint, Investment Banking, Private Equity, Public Speaking, Capital Markets, Fixed Income, Budgets, Entrepreneurship, Finance, Business Strategy, Leadership, Start-ups, Management, Social Networking, Mergers & Acquisitions, Strategy, Emerging Markets, Equity Research, Bonds, Venture Capital, Financial Risk, Due Diligence, Alternative Investments, Hedge Funds, Asset Management
Education
University of California, Santa Barbara 2009 — 2013
Economics/Accounting, Political Science emphasis International Relations
Mount Shasta High School 2005 — 2009
Solomon Mindlin Solomon Mindlin's UCSB Investment Advisory Committee Experience March 2012 - June 2013
Job Equity Research Associate at JMP Securities
Industry Financial Services
Experience
JMP Securities April 2015 - Present
Franklin Templeton Investments December 2013 - March 2015
United States Marine Corps Reserve June 2011 - October 2014
UCSB Investment Advisory Committee March 2012 - June 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Economics, Team Leadership, Accounting, Photoshop, Teamwork, Time Management, Financial Modeling, Analysis, Networking, Statistics, Finance, Valuation
Education
Santa Clara University 2013 — 2015
Master of Science (M.S.), Applied Mathematics
University of California, Santa Barbara 2009 — 2013
Bachelor of Science (B.S.), Mathematical Science, Statistical Science (dual major)
JMP Securities April 2015 - Present
Franklin Templeton Investments December 2013 - March 2015
United States Marine Corps Reserve June 2011 - October 2014
UCSB Investment Advisory Committee March 2012 - June 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Economics, Team Leadership, Accounting, Photoshop, Teamwork, Time Management, Financial Modeling, Analysis, Networking, Statistics, Finance, Valuation
Education
Santa Clara University 2013 — 2015
Master of Science (M.S.), Applied Mathematics
University of California, Santa Barbara 2009 — 2013
Bachelor of Science (B.S.), Mathematical Science, Statistical Science (dual major)
Dylan Griffin Dylan Griffin's UCSB Investment Advisory Committee Experience October 2014 - Present
Job Junior Analyst at UCSB Investment Advisory Committee
Industry Accounting
Experience
DonationMatch.com August 2015 - Present
UCSB Investment Advisory Committee October 2014 - Present
Pinpost.org October 2013 - May 2014
Target July 2012 - November 2012
Skills
Management, Strategic Planning, Public Speaking, Research, Social Media, Sea Kayaking, Social Networking, Leadership, Teamwork, Sales, Data Analysis
Education
University of California, Santa Barbara 2014 — 2016
Bachelor's Degree, Economics-Accounting
Southwestern College 2012 — 2014
Associate’s Degree, Business Administration and Management, General
DonationMatch.com August 2015 - Present
UCSB Investment Advisory Committee October 2014 - Present
Pinpost.org October 2013 - May 2014
Target July 2012 - November 2012
Skills
Management, Strategic Planning, Public Speaking, Research, Social Media, Sea Kayaking, Social Networking, Leadership, Teamwork, Sales, Data Analysis
Education
University of California, Santa Barbara 2014 — 2016
Bachelor's Degree, Economics-Accounting
Southwestern College 2012 — 2014
Associate’s Degree, Business Administration and Management, General
Jorge Saldana Jorge Saldana's UCSB Investment Advisory Committee Experience October 2013 - September 2014
Job HBX CORe, Credential of Readiness at Harvard Business School
Industry Investment Banking
Experience
Harvard Business School September 2015 - Present
Crypto Jar, LLC December 2014 - Present
The Finance Connection March 2014 - Present
EY June 2015 - August 2015
Commerce Capital Group March 2014 - September 2014
UCSB Investment Advisory Committee October 2013 - September 2014
PwC June 2013 - July 2013
UCSB Intercollegiate Athletics August 2012 - February 2013
UCSB Intercollegiate Athletics August 2012 - January 2013
Skills
Facebook, Marketing, Spanish, Social Media Marketing, Social Networking, PowerPoint, Microsoft Excel, Finance, Valuation, Leadership, Microsoft Office
Education
University of California, Santa Barbara 2012 — 2016
Bachelor of Arts (B.A.), Economics & Mathematics
San Diego High- School of International Studies 2008 — 2012
Open Door
Bank of America Merrill Lynch: Inside an Investment Bank, Finance
Harvard Business School September 2015 - Present
Crypto Jar, LLC December 2014 - Present
The Finance Connection March 2014 - Present
EY June 2015 - August 2015
Commerce Capital Group March 2014 - September 2014
UCSB Investment Advisory Committee October 2013 - September 2014
PwC June 2013 - July 2013
UCSB Intercollegiate Athletics August 2012 - February 2013
UCSB Intercollegiate Athletics August 2012 - January 2013
Skills
Facebook, Marketing, Spanish, Social Media Marketing, Social Networking, PowerPoint, Microsoft Excel, Finance, Valuation, Leadership, Microsoft Office
Education
University of California, Santa Barbara 2012 — 2016
Bachelor of Arts (B.A.), Economics & Mathematics
San Diego High- School of International Studies 2008 — 2012
Open Door
Bank of America Merrill Lynch: Inside an Investment Bank, Finance
Alexander Berger's UCSB Investment Advisory Committee Experience January 2015 - Present
Job Senior Analyst at UCSB Investment Advisory Committee
Industry Investment Banking
Experience
Lariat Partners July 2015 - Present
UCSB Investment Advisory Committee January 2015 - Present
Insomnia Dance Events April 2011 - September 2014
Advanced Concepts March 2014 - August 2014
Digital Media Academy June 2013 - August 2013
UnCollege October 2012 - March 2013
Google via Astreya Partners February 2012 - February 2013
NComputing August 2008 - July 2011
Get IT On! Technology Consulting and Computer Repair December 2007 - July 2010
Skills
Event Planning, Computer Repair, Pre-sales Technical..., Customer Service, Event Management, Windows, Public Speaking, Active Directory, Virtualization, Channel, Hardware, SaaS, Cloud Computing, Cisco Technologies, Salesforce.com, Servers, Entrepreneurship, Networking, Pre-sales, Enterprise Software, Computer Hardware, Go-to-market Strategy, Start-ups, System Administration, VMware, Business Alliances, Strategic Partnerships, Solution Selling, Security, Marketing, Storage, Social Media
Education
University of California, Santa Barbara 2014 — 2016
Economics
Lariat Partners July 2015 - Present
UCSB Investment Advisory Committee January 2015 - Present
Insomnia Dance Events April 2011 - September 2014
Advanced Concepts March 2014 - August 2014
Digital Media Academy June 2013 - August 2013
UnCollege October 2012 - March 2013
Google via Astreya Partners February 2012 - February 2013
NComputing August 2008 - July 2011
Get IT On! Technology Consulting and Computer Repair December 2007 - July 2010
Skills
Event Planning, Computer Repair, Pre-sales Technical..., Customer Service, Event Management, Windows, Public Speaking, Active Directory, Virtualization, Channel, Hardware, SaaS, Cloud Computing, Cisco Technologies, Salesforce.com, Servers, Entrepreneurship, Networking, Pre-sales, Enterprise Software, Computer Hardware, Go-to-market Strategy, Start-ups, System Administration, VMware, Business Alliances, Strategic Partnerships, Solution Selling, Security, Marketing, Storage, Social Media
Education
University of California, Santa Barbara 2014 — 2016
Economics
Ding Yu Ding Yu's UCSB Investment Advisory Committee Experience April 2015 - Present
Job Student at University of California Santa Barbara
Industry Investment Banking
Experience
EuroConsult, Inc. August 2015 - Present
UCSB investment Advisory Committee April 2015 - Present
Ocean Capital Inc. June 2015 - August 2015
J.P. Morgan July 2015 - July 2015
Alpha Capital Corporation April 2015 - June 2015
Cetera Advisor Networks LLC January 2015 - May 2015
Wok on the wild side resturant April 2014 - August 2014
Skills
Microsoft Excel, Financial Analysis, Financial Accounting, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Investment Banking, Investments, Valuation
Education
Dalian Maple Leaf International School
High School
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics and Accounting
EuroConsult, Inc. August 2015 - Present
UCSB investment Advisory Committee April 2015 - Present
Ocean Capital Inc. June 2015 - August 2015
J.P. Morgan July 2015 - July 2015
Alpha Capital Corporation April 2015 - June 2015
Cetera Advisor Networks LLC January 2015 - May 2015
Wok on the wild side resturant April 2014 - August 2014
Skills
Microsoft Excel, Financial Analysis, Financial Accounting, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Investment Banking, Investments, Valuation
Education
Dalian Maple Leaf International School
High School
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics and Accounting
Stacy Boyle Stacy Boyle's UCSB Investment Advisory Committee Experience May 2012 - Present
Job Analyst at DoubleLine Group LP
Industry Investment Banking
Experience
DoubleLine Group LP April 2015 - Present
UCSB Investment Advisory Committee May 2012 - Present
Houlihan Lokey June 2013 - August 2013
Agility Capital, LLC October 2012 - May 2013
Eureka Capital Partners, LLC June 2012 - September 2012
Skills
Mergers, Equities
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.), Financial Mathematics
ACHS
University of California, Santa Barbara
Bachelor of Arts (B.A.), History
DoubleLine Group LP April 2015 - Present
UCSB Investment Advisory Committee May 2012 - Present
Houlihan Lokey June 2013 - August 2013
Agility Capital, LLC October 2012 - May 2013
Eureka Capital Partners, LLC June 2012 - September 2012
Skills
Mergers, Equities
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.), Financial Mathematics
ACHS
University of California, Santa Barbara
Bachelor of Arts (B.A.), History
Clayton Krebs Clayton Krebs's UCSB Investment Advisory Committee Experience October 2014 - June 2015
Job Investment Banking Summer Analyst at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC June 2015 - August 2015
UCSB Investment Advisory Committee October 2014 - June 2015
UCSB Investment Advisory Committee October 2013 - October 2014
Eureka Capital Markets, LLC June 2014 - September 2014
The Interfraternity Council February 2013 - March 2014
Block, Bowman & Associates, LLC June 2013 - October 2013
The Interfraternity Council at UC Santa Barbara March 2012 - February 2013
Tiburon Mill Valley Fall Kickoff Soccer Classic January 2010 - November 2011
Skills
Microsoft Office, Website Creation, Project Management, Social Networking, Advertising, Strategy, Public Relations, Marketing Strategy, Marketing, Investment Banking, Investments, Analysis, Research
Education
University of California, Santa Barbara 2011 — 2015
Economics / Mathematics Major, B.A.
Marin Academy High School 2007 — 2011
Imperial Capital, LLC June 2015 - August 2015
UCSB Investment Advisory Committee October 2014 - June 2015
UCSB Investment Advisory Committee October 2013 - October 2014
Eureka Capital Markets, LLC June 2014 - September 2014
The Interfraternity Council February 2013 - March 2014
Block, Bowman & Associates, LLC June 2013 - October 2013
The Interfraternity Council at UC Santa Barbara March 2012 - February 2013
Tiburon Mill Valley Fall Kickoff Soccer Classic January 2010 - November 2011
Skills
Microsoft Office, Website Creation, Project Management, Social Networking, Advertising, Strategy, Public Relations, Marketing Strategy, Marketing, Investment Banking, Investments, Analysis, Research
Education
University of California, Santa Barbara 2011 — 2015
Economics / Mathematics Major, B.A.
Marin Academy High School 2007 — 2011
Sarah Gilcrest's UCSB Investment Advisory Committee Experience September 2009 - June 2011
Job Research Associate at CoStar Group
Industry International Affairs
Experience
CoStar Group March 2015 - Present
United Women in Business Foundation January 2015 - Present
Institute for Market Transformation March 2014 - September 2014
CNS Global Advisors February 2014 - March 2014
British American Security Information Council (BASIC) June 2013 - November 2013
UCSB Investment Advisory Committee September 2009 - June 2011
Skills
Social Media, Microsoft Office, Teamwork, Time Management, Research, Cello, Public Speaking, Communication Skills, Facebook, Self-starter, Writing, Policy Analysis, Public Policy, Blogging, Nonprofits, Editing, Creative Problem Solving, Cold Calling, Organization, twitter, Podcasting, Customer Service, Critical Thinking, Events Organisation, PowerPoint, Economics, Politics, Fundraising, Microsoft Excel, Strategic Communications, SPSS, Tutoring, Adobe Creative Suite, Social Media Marketing, Marketing, Event Planning
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Political Science
Institut d'Etudes politiques de Bordeaux 2011 — 2012
Political Science and Government, Economics
CoStar Group March 2015 - Present
United Women in Business Foundation January 2015 - Present
Institute for Market Transformation March 2014 - September 2014
CNS Global Advisors February 2014 - March 2014
British American Security Information Council (BASIC) June 2013 - November 2013
UCSB Investment Advisory Committee September 2009 - June 2011
Skills
Social Media, Microsoft Office, Teamwork, Time Management, Research, Cello, Public Speaking, Communication Skills, Facebook, Self-starter, Writing, Policy Analysis, Public Policy, Blogging, Nonprofits, Editing, Creative Problem Solving, Cold Calling, Organization, twitter, Podcasting, Customer Service, Critical Thinking, Events Organisation, PowerPoint, Economics, Politics, Fundraising, Microsoft Excel, Strategic Communications, SPSS, Tutoring, Adobe Creative Suite, Social Media Marketing, Marketing, Event Planning
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Political Science
Institut d'Etudes politiques de Bordeaux 2011 — 2012
Political Science and Government, Economics
Nick Caledonia's UCSB Investment Advisory Committee Experience September 2010 - June 2011
Job Investment Associate at AIM
Industry Venture Capital & Private Equity
Experience
American Infrastructure MLP Funds August 2014 - Present
Barclays Capital June 2012 - July 2014
Barclays Capital June 2011 - August 2011
UCSB Investment Advisory Committee September 2010 - June 2011
Commerce Capital Group July 2010 - September 2010
Proximity Capital June 2009 - September 2009
Education
University of California, Santa Barbara 2008 — 2012
BA, Economics
University of Warwick - Warwick Business School 2011 — 2011
Exchange Program, Finance
Episcopal High School 2004 — 2008
American Infrastructure MLP Funds August 2014 - Present
Barclays Capital June 2012 - July 2014
Barclays Capital June 2011 - August 2011
UCSB Investment Advisory Committee September 2010 - June 2011
Commerce Capital Group July 2010 - September 2010
Proximity Capital June 2009 - September 2009
Education
University of California, Santa Barbara 2008 — 2012
BA, Economics
University of Warwick - Warwick Business School 2011 — 2011
Exchange Program, Finance
Episcopal High School 2004 — 2008
Jesse Yang's UCSB Investment Advisory Committee Experience September 2013 - March 2014
Job Accountant at Johnson & Johnson CPAs
Industry Accounting
Experience
Johnson & Johnson CPAs October 2014 - Present
UCSB Investment Advisory Committee September 2013 - March 2014
Cetera 2013 - 2014
UCSB 2013 - 2014
Skills
Microsoft Office, Korean, Financial Analysis, Research, Analysis, Investments
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
Johnson & Johnson CPAs October 2014 - Present
UCSB Investment Advisory Committee September 2013 - March 2014
Cetera 2013 - 2014
UCSB 2013 - 2014
Skills
Microsoft Office, Korean, Financial Analysis, Research, Analysis, Investments
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
Noah Newman's UCSB Investment Advisory Committee Experience April 2015 - Present
Job Summer 2015 Intern at Eureka Capital Markets, LLC
Industry Financial Services
Experience
StudyHut May 2015 - Present
UCSB Investment Advisory Committee April 2015 - Present
Santa Barbara County Economic Forecasting Project January 2015 - Present
Eureka Capital Markets, LLC June 2015 - August 2015
OfficialMerchandise.com June 2014 - January 2015
Rock.com July 2010 - January 2015
Ulwelling Siddiqui LLP July 2012 - September 2012
Ulwelling Siddiqui LLP July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Filing, Project Management, Creative Writing, Report Writing, Mathematical Modeling, Communication, Analysis, Leadership, Management, Customer Service, Facebook, Finance, Financial Modeling, Market Research, Public Speaking, Research, Writing
Education
University of California, Santa Barbara 2013 — 2017
Bachelor of Arts (B.A.), Economics/Mathematics, 4.00/3.97 (Overall/Major)
Woodbridge High School 2009 — 2013
StudyHut May 2015 - Present
UCSB Investment Advisory Committee April 2015 - Present
Santa Barbara County Economic Forecasting Project January 2015 - Present
Eureka Capital Markets, LLC June 2015 - August 2015
OfficialMerchandise.com June 2014 - January 2015
Rock.com July 2010 - January 2015
Ulwelling Siddiqui LLP July 2012 - September 2012
Ulwelling Siddiqui LLP July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Filing, Project Management, Creative Writing, Report Writing, Mathematical Modeling, Communication, Analysis, Leadership, Management, Customer Service, Facebook, Finance, Financial Modeling, Market Research, Public Speaking, Research, Writing
Education
University of California, Santa Barbara 2013 — 2017
Bachelor of Arts (B.A.), Economics/Mathematics, 4.00/3.97 (Overall/Major)
Woodbridge High School 2009 — 2013