Vista Equity Partners
Industry: Private equity company
DescriptionVista Equity Partners is an American private equity and venture capital firm focused on financing and forwarding software and technology-enabled startup businesses, as well as passive equity investments. The firm was founded in 2000 by American businessman and investor Robert F. Smith and Brian N. Sheth. CEO: Robert F. Smith President: Brian Sheth Founder: Robert F. Smith Founded: 2000 Headquarters: San Francisco, CA Subsidiaries: Marketo, TIBCO Software, Datto, Infoblox,
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Vista Equity Partners Employees
Employee
Years
Job
Industry
Jacob Van der Wiel Jacob Van der Wiel's Vista Equity Partners Experience July 2014 - Present
Job Analyst at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2014 - Present
Vista Equity Partners September 2012 - May 2014
Nomura Securities June 2013 - August 2013
Julian Asset Management May 2012 - August 2012
AIESEC Austin May 2010 - January 2012
Acko Ltd. June 2011 - August 2011
English Journey June 2010 - August 2010
Skills
Mandarin, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Financial Translation, Import Export, Spanish, Chinese
Education
The University of Texas at Austin 2009 — 2014
Bachelor's Degree, Accounting/Business Honors Program
The University of Texas at Austin 2009 — 2014
Bachelor's Degree, Chinese
Plano Senior High School
Vista Equity Partners July 2014 - Present
Vista Equity Partners September 2012 - May 2014
Nomura Securities June 2013 - August 2013
Julian Asset Management May 2012 - August 2012
AIESEC Austin May 2010 - January 2012
Acko Ltd. June 2011 - August 2011
English Journey June 2010 - August 2010
Skills
Mandarin, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Financial Translation, Import Export, Spanish, Chinese
Education
The University of Texas at Austin 2009 — 2014
Bachelor's Degree, Accounting/Business Honors Program
The University of Texas at Austin 2009 — 2014
Bachelor's Degree, Chinese
Plano Senior High School
Erica Norris Erica Norris's Vista Equity Partners Experience March 2015 - Present
Job Executive Assistant at Vista Equity Partners
Industry Human Resources
Experience
Vista Equity Partners March 2015 - Present
Monsoon Company September 2013 - March 2015
Premier Staffing Inc. August 2013 - September 2013
One of a Kind Progressive Early Education August 2012 - August 2013
One of a Kind Progressive Early Education March 2011 - August 2012
Caesars Entertainment Corporation July 2010 - March 2011
Kansas City Public Schools August 2009 - May 2010
Lawrence Public Schools August 2008 - May 2010
AmeriCorps August 2006 - August 2008
Skills
New Hire Orientations, Travel Arrangements, Office Management, Event Planning, Organization, Microsoft Excel, Management, Payroll, QuickBooks, Nonprofits, Microsoft Word, Training, Teaching, Employee Training, Microsoft Publisher, Customer Service, Windows, Strategic Planning, Account Management, Employee Orientations, File Management, Reorganisation, Self-starter, Weebly, Paychex, English, Outlook, Coordinating Events, Mac, Office Administration, Morale, Shipping, Comparison Shopping, Onboarding, Sourcing, Dropbox, Confluence, Gmail, Electronic Filing, Filing
Education
University of Missouri-Kansas City 2006 — 2010
Bachelor of Arts (B.A.), Elementary Education and Teaching
Vista Equity Partners March 2015 - Present
Monsoon Company September 2013 - March 2015
Premier Staffing Inc. August 2013 - September 2013
One of a Kind Progressive Early Education August 2012 - August 2013
One of a Kind Progressive Early Education March 2011 - August 2012
Caesars Entertainment Corporation July 2010 - March 2011
Kansas City Public Schools August 2009 - May 2010
Lawrence Public Schools August 2008 - May 2010
AmeriCorps August 2006 - August 2008
Skills
New Hire Orientations, Travel Arrangements, Office Management, Event Planning, Organization, Microsoft Excel, Management, Payroll, QuickBooks, Nonprofits, Microsoft Word, Training, Teaching, Employee Training, Microsoft Publisher, Customer Service, Windows, Strategic Planning, Account Management, Employee Orientations, File Management, Reorganisation, Self-starter, Weebly, Paychex, English, Outlook, Coordinating Events, Mac, Office Administration, Morale, Shipping, Comparison Shopping, Onboarding, Sourcing, Dropbox, Confluence, Gmail, Electronic Filing, Filing
Education
University of Missouri-Kansas City 2006 — 2010
Bachelor of Arts (B.A.), Elementary Education and Teaching
Paige Burton Paige Burton's Vista Equity Partners Experience January 2015 - Present
Job Program Manager at Vista Equity Partners
Industry Nonprofit Organization Management
Experience
Vista Equity Partners January 2015 - Present
Energy Leadership January 2009 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - January 2015
Upward Bound Program May 2008 - October 2009
Echo Lake MHC January 2008 - June 2008
Banyan Productions July 2006 - December 2006
Columbus Magazine March 2006 - August 2006
Columbus Radio Group March 2006 - August 2006
SB Fitness Magazine March 2005 - August 2005
Skills
Blogging, Editing, Social Media, Copywriting, Newsletters, Event Planning, Social Media Marketing, Fundraising, Public Speaking, Screenplays, Final Draft, Hospitality, Writing, Thought Leadership, Lifestyle Coaching, Film Production, Personal Development, Sales Process, Promotions, Branding & Identity, Communication Skills, Training Facilitation, Yoga, Training & Development, Facilitation, Journalism, Video Production, Social Entrepreneurship, Entertainment, Creative Writing, Training, Coaching, Social Networking, Leadership Development
Education
Loyola Marymount University 2007 — 2010
Masters, Film and Television Production
Ohio Wesleyan University 2003 — 2007
Bachelors of Arts, Journalism and Economics Management
Institute for Professional Excellence in Coaching
CPC, Life and Empowerment Coaching
Vista Equity Partners January 2015 - Present
Energy Leadership January 2009 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - January 2015
Upward Bound Program May 2008 - October 2009
Echo Lake MHC January 2008 - June 2008
Banyan Productions July 2006 - December 2006
Columbus Magazine March 2006 - August 2006
Columbus Radio Group March 2006 - August 2006
SB Fitness Magazine March 2005 - August 2005
Skills
Blogging, Editing, Social Media, Copywriting, Newsletters, Event Planning, Social Media Marketing, Fundraising, Public Speaking, Screenplays, Final Draft, Hospitality, Writing, Thought Leadership, Lifestyle Coaching, Film Production, Personal Development, Sales Process, Promotions, Branding & Identity, Communication Skills, Training Facilitation, Yoga, Training & Development, Facilitation, Journalism, Video Production, Social Entrepreneurship, Entertainment, Creative Writing, Training, Coaching, Social Networking, Leadership Development
Education
Loyola Marymount University 2007 — 2010
Masters, Film and Television Production
Ohio Wesleyan University 2003 — 2007
Bachelors of Arts, Journalism and Economics Management
Institute for Professional Excellence in Coaching
CPC, Life and Empowerment Coaching
Holly Greenberg's Vista Equity Partners Experience November 2014 - Present
Job Administrative Assistant at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners November 2014 - Present
Collier Talent Agency November 2013 - September 2014
The Talent House, NY May 2011 - August 2013
The New York International Fringe Festival June 2010 - August 2010
Skills
Theatre, Film, Television, Production, Animal care, Social Media, Marketing, Script Analysis, Writing, Jewish Studies, Dog Behavior, Childcare, Psychology, Creativity, People Skills, Excellent memory, Improvisation, Entertainment, Festivals, Acting, Musical Theatre, Shakespeare, Comedy
Education
University of Hartford 2003 — 2008
BFA, Music Theatre
Vista Equity Partners November 2014 - Present
Collier Talent Agency November 2013 - September 2014
The Talent House, NY May 2011 - August 2013
The New York International Fringe Festival June 2010 - August 2010
Skills
Theatre, Film, Television, Production, Animal care, Social Media, Marketing, Script Analysis, Writing, Jewish Studies, Dog Behavior, Childcare, Psychology, Creativity, People Skills, Excellent memory, Improvisation, Entertainment, Festivals, Acting, Musical Theatre, Shakespeare, Comedy
Education
University of Hartford 2003 — 2008
BFA, Music Theatre
Joselyn Vidal's Vista Equity Partners Experience July 2013 - Present
Job Executive Assistant at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners July 2013 - Present
Initio Realty June 2010 - July 2013
Target August 2005 - May 2010
Skills
Process Scheduler, Customer Service, Management, Human Resources, Administrative..., Office Administration, Event Management, Sales, Real Estate, Strategic Planning, Strategy, Access, South America
Education
University of Phoenix 2011 — 2013
Bachelor of Science (B.S.), Psychology
California State University-Fullerton 2007 — 2010
Vista Equity Partners July 2013 - Present
Initio Realty June 2010 - July 2013
Target August 2005 - May 2010
Skills
Process Scheduler, Customer Service, Management, Human Resources, Administrative..., Office Administration, Event Management, Sales, Real Estate, Strategic Planning, Strategy, Access, South America
Education
University of Phoenix 2011 — 2013
Bachelor of Science (B.S.), Psychology
California State University-Fullerton 2007 — 2010
Clarence Quah Clarence Quah's Vista Equity Partners Experience July 2012 - June 2014
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Stanford Graduate School of Business 2014 - Present
JD.COM August 2015 - September 2015
Salesforce June 2015 - August 2015
Vista Equity Partners July 2012 - June 2014
Websense 2014 - 2014
Perella Weinberg Partners 2010 - 2012
Perella Weinberg Partners June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Westward Capital Management June 2008 - August 2008
University of Pennsylvania September 2006 - December 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Due Diligence, Acquisition Integration, Technology, Software, Strategy, Management, Operations, Corporate Finance, Alternative Investments, Bloomberg, M&A experience, Financial Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
BSE, Bioengineering (Jerome Fisher Program in Management and Technology)
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance (Jerome Fisher Program in Management and Technology)
Monta Vista High School 2002 — 2006
Stanford Graduate School of Business 2014 - Present
JD.COM August 2015 - September 2015
Salesforce June 2015 - August 2015
Vista Equity Partners July 2012 - June 2014
Websense 2014 - 2014
Perella Weinberg Partners 2010 - 2012
Perella Weinberg Partners June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Westward Capital Management June 2008 - August 2008
University of Pennsylvania September 2006 - December 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Due Diligence, Acquisition Integration, Technology, Software, Strategy, Management, Operations, Corporate Finance, Alternative Investments, Bloomberg, M&A experience, Financial Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
BSE, Bioengineering (Jerome Fisher Program in Management and Technology)
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance (Jerome Fisher Program in Management and Technology)
Monta Vista High School 2002 — 2006
Andrew Alea Andrew Alea's Vista Equity Partners Experience July 2013 - Present
Job Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2013 - Present
University of Notre Dame January 2012 - May 2013
University of Notre Dame August 2011 - May 2013
University of Notre Dame January 2011 - May 2013
Grosvenor Capital Management, L.P June 2012 - August 2012
U.S. House of Representatives May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Financial Analysis, Accounting, Financial Accounting, Investment Banking, Investment Management, Private Equity, Spanish-speaking
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance & Political Science
London School of Economics and Political Science 2010 — 2011
Canterbury
Canterbury
Canterbury School
Vista Equity Partners July 2013 - Present
University of Notre Dame January 2012 - May 2013
University of Notre Dame August 2011 - May 2013
University of Notre Dame January 2011 - May 2013
Grosvenor Capital Management, L.P June 2012 - August 2012
U.S. House of Representatives May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Financial Analysis, Accounting, Financial Accounting, Investment Banking, Investment Management, Private Equity, Spanish-speaking
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance & Political Science
London School of Economics and Political Science 2010 — 2011
Canterbury
Canterbury
Canterbury School
Alexander Capretta Alexander Capretta's Vista Equity Partners Experience July 2014 - Present
Job Associate at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Hedge Funds, Private Equity, Capital Markets, Venture Capital, Fixed Income, Bloomberg, Corporate Finance, Derivatives
Education
Princeton University 2008 — 2012
BA, Economics
Vista Equity Partners July 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Hedge Funds, Private Equity, Capital Markets, Venture Capital, Fixed Income, Bloomberg, Corporate Finance, Derivatives
Education
Princeton University 2008 — 2012
BA, Economics
Alan Ngo Alan Ngo's Vista Equity Partners Experience November 2014 - Present
Job Senior Accountant at Vista Equity Partners
Industry Real Estate
Experience
Vista Equity Partners November 2014 - Present
BRE Properties October 2008 - April 2014
Essex Property Trust 2014 - 2014
Skills
Yardi, General Ledger, Account Reconciliation, Accounts Payable, Financial Reporting, Concur, Accounts Receivable, Microsoft Office, Microsoft Excel, Microsoft Word, Journal Entries, Bank Reconciliation, Friendly Personality, Team-oriented, Sales & Use Tax, Revenue Recognition, Bad Debt, Accounting
Education
UC Santa Barbara 2005 — 2008
BA, Business Economics - Emphasis in Accounting
Vista Equity Partners November 2014 - Present
BRE Properties October 2008 - April 2014
Essex Property Trust 2014 - 2014
Skills
Yardi, General Ledger, Account Reconciliation, Accounts Payable, Financial Reporting, Concur, Accounts Receivable, Microsoft Office, Microsoft Excel, Microsoft Word, Journal Entries, Bank Reconciliation, Friendly Personality, Team-oriented, Sales & Use Tax, Revenue Recognition, Bad Debt, Accounting
Education
UC Santa Barbara 2005 — 2008
BA, Business Economics - Emphasis in Accounting
Jason Crichfield's Vista Equity Partners Experience September 2014 - Present
Job Vice President Controller at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners September 2014 - Present
BRE Properties January 2008 - April 2014
BRE Properties January 2007 - January 2008
BRE Properties May 2005 - January 2007
Ernst & Young LLP January 2002 - May 2005
Skills
Due Diligence, Real Estate Economics, Mergers & Acquisitions, Capital Budgeting, Forecasting, Variance Analysis, Corporate Finance, Budgets, Cash Flow, Investments, Real Estate, Process Improvement, Secured Financing, 1031 Exchanges, People Development, External Audit, Analytics, US GAAP, SEC Financial Reporting, SOX 404, Internal Controls, Financial Reporting, Revenue Recognition, GAAP, Cost Accounting, Hyperion Enterprise, Financial Audits, Leadership, Financial Accounting, Treasury Management, Budget Process, General Ledger, Internal Audit
Education
University of Virginia 2003 — 2004
Master's of Accounting, Accounting and Finance
Tulane University - A.B. Freeman School of Business 1998 — 2002
Bachelor of Science (BS), Accounting & Finance
Vista Equity Partners September 2014 - Present
BRE Properties January 2008 - April 2014
BRE Properties January 2007 - January 2008
BRE Properties May 2005 - January 2007
Ernst & Young LLP January 2002 - May 2005
Skills
Due Diligence, Real Estate Economics, Mergers & Acquisitions, Capital Budgeting, Forecasting, Variance Analysis, Corporate Finance, Budgets, Cash Flow, Investments, Real Estate, Process Improvement, Secured Financing, 1031 Exchanges, People Development, External Audit, Analytics, US GAAP, SEC Financial Reporting, SOX 404, Internal Controls, Financial Reporting, Revenue Recognition, GAAP, Cost Accounting, Hyperion Enterprise, Financial Audits, Leadership, Financial Accounting, Treasury Management, Budget Process, General Ledger, Internal Audit
Education
University of Virginia 2003 — 2004
Master's of Accounting, Accounting and Finance
Tulane University - A.B. Freeman School of Business 1998 — 2002
Bachelor of Science (BS), Accounting & Finance
Jacquelyn Byrn Jacquelyn Byrn's Vista Equity Partners Experience January 2012 - January 2013
Job Manager, Customer Support at Greenway Medical
Industry Computer Software
Experience
Greenway Medical formerly Vitera Healthcare Solutions January 2013 - Present
Vitera Healthcare Solutions January 2012 - January 2013
Vista Equity Partners January 2012 - January 2013
Skills
Recruiting, Onboarding, Applicant Tracking..., Cold Calling, Talent Acquisition, Sourcing, Technical Recruiting, Human Resources, Employee Relations, HRIS, Talent Management, Interviews, Benefits Administration, Management, Sales, Customer Service, Staffing Services, Strategy, Team Management, Sales Operations, Team Leadership, Training, Time Management, Customer Support, Leadership, Networking, Salesforce.com, College Recruiting, Performance Management, Internet Recruiting
Education
University of South Florida 2008 — 2010
Bachelor of Arts (B.A.), Cognitive Psychology and Psycholinguistics
Greenway Medical formerly Vitera Healthcare Solutions January 2013 - Present
Vitera Healthcare Solutions January 2012 - January 2013
Vista Equity Partners January 2012 - January 2013
Skills
Recruiting, Onboarding, Applicant Tracking..., Cold Calling, Talent Acquisition, Sourcing, Technical Recruiting, Human Resources, Employee Relations, HRIS, Talent Management, Interviews, Benefits Administration, Management, Sales, Customer Service, Staffing Services, Strategy, Team Management, Sales Operations, Team Leadership, Training, Time Management, Customer Support, Leadership, Networking, Salesforce.com, College Recruiting, Performance Management, Internet Recruiting
Education
University of South Florida 2008 — 2010
Bachelor of Arts (B.A.), Cognitive Psychology and Psycholinguistics
Kyle Reesing Kyle Reesing's Vista Equity Partners Experience January 2013 - December 2013
Job Vice President at Strattam Capital
Industry Venture Capital & Private Equity
Experience
Strattam Capital April 2014 - Present
Doxim May 2015 - Present
Vista Equity Partners January 2013 - December 2013
Accruent June 2013 - August 2013
Gefinor Capital June 2010 - July 2012
Gefinor Capital February 2009 - June 2010
Skills
Venture Capital, Investments, Financial Modeling, Valuation, Due Diligence, Private Equity, Enterprise Software, Technology, Corporate Development, Equities, Investment Banking, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Private Equity Finance and Entrepreneurship
Purdue University 2006 — 2008
BS, Management, Finance
Rice University 2005 — 2006
BA, Economics
Strattam Capital April 2014 - Present
Doxim May 2015 - Present
Vista Equity Partners January 2013 - December 2013
Accruent June 2013 - August 2013
Gefinor Capital June 2010 - July 2012
Gefinor Capital February 2009 - June 2010
Skills
Venture Capital, Investments, Financial Modeling, Valuation, Due Diligence, Private Equity, Enterprise Software, Technology, Corporate Development, Equities, Investment Banking, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Private Equity Finance and Entrepreneurship
Purdue University 2006 — 2008
BS, Management, Finance
Rice University 2005 — 2006
BA, Economics
David Greenbaum David Greenbaum's Vista Equity Partners Experience July 2013 - July 2014
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
Vista Equity Partners July 2013 - July 2014
Applied Predictive Technologies June 2012 - August 2012
Penn Positive Psychology Center May 2011 - August 2011
Foreign Policy Research Institute January 2011 - May 2011
stickK.com, LLC July 2010 - August 2010
Douglas E Schoen LLC June 2010 - August 2010
Lowenstein Sandler PC May 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Spanish, Brazilian Portuguese, Management Consulting, Social Media, Political Consulting, Political Campaigns, Business Strategy, Research, Think Tank, Human Resources, Politics, Public Speaking, Press Releases
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Economics, International Relations
Millburn High School 2005 — 2009
McKinsey & Company September 2014 - Present
Vista Equity Partners July 2013 - July 2014
Applied Predictive Technologies June 2012 - August 2012
Penn Positive Psychology Center May 2011 - August 2011
Foreign Policy Research Institute January 2011 - May 2011
stickK.com, LLC July 2010 - August 2010
Douglas E Schoen LLC June 2010 - August 2010
Lowenstein Sandler PC May 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Spanish, Brazilian Portuguese, Management Consulting, Social Media, Political Consulting, Political Campaigns, Business Strategy, Research, Think Tank, Human Resources, Politics, Public Speaking, Press Releases
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Economics, International Relations
Millburn High School 2005 — 2009
Kaitlyn Baldwin Kaitlyn Baldwin's Vista Equity Partners Experience March 2008 - August 2011
Job
Industry
Experience
Edgemine inc February 2015 - September 2015
Vista Equity Partners March 2008 - August 2011
Hawaiian Mortgage Group March 2004 - December 2006
M.A.D. Advertising January 2000 - February 2004
Skills
PowerPoint, Outlook, Microsoft Excel, Management, Marketing
Education
Otis College of Art and Design
Bachelor's Degree, Fine/Studio Arts, General
Edgemine inc February 2015 - September 2015
Vista Equity Partners March 2008 - August 2011
Hawaiian Mortgage Group March 2004 - December 2006
M.A.D. Advertising January 2000 - February 2004
Skills
PowerPoint, Outlook, Microsoft Excel, Management, Marketing
Education
Otis College of Art and Design
Bachelor's Degree, Fine/Studio Arts, General
Andrew Shaughnessy Andrew Shaughnessy's Vista Equity Partners Experience July 2015 - Present
Job IT Security Intern at Federal Home Loan Bank Office of Finance
Industry Information Technology and Services
Experience
Vista Equity Partners July 2015 - Present
Federal Home Loan Bank Office of Finance June 2014 - September 2014
The George Washington University - Columbian College of Arts & Sciences September 2013 - March 2014
Capitol Segway March 2013 - September 2013
The Marvin Center Convention Hall September 2012 - March 2013
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Data Entry
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, Senior
Vista Equity Partners July 2015 - Present
Federal Home Loan Bank Office of Finance June 2014 - September 2014
The George Washington University - Columbian College of Arts & Sciences September 2013 - March 2014
Capitol Segway March 2013 - September 2013
The Marvin Center Convention Hall September 2012 - March 2013
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Data Entry
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, Senior
Luke Bucshon's Vista Equity Partners Experience 2015 - 2015
Job Analyst at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners 2015 - 2015
The Carlyle Group June 2014 - August 2014
Hypepotamus December 2013 - July 2014
Accuride Corporation May 2013 - August 2013
Skills
Microsoft Office, WordPress, Research
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA)
Vista Equity Partners 2015 - 2015
The Carlyle Group June 2014 - August 2014
Hypepotamus December 2013 - July 2014
Accuride Corporation May 2013 - August 2013
Skills
Microsoft Office, WordPress, Research
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA)
Patrick Miceli's Vista Equity Partners Experience February 2011 - October 2013
Job Contract Global Express Captain
Industry Airlines/Aviation
Experience
Self Employed November 2013 - Present
Vista Equity Partners February 2011 - October 2013
The Reynolds and Reynolds Company September 2005 - February 2011
Skills
Aviation, Charter, Flight Planning, Piloting, Civil Aviation, CFI, Type Rating, Aeronautics, Business Aviation, Crew Resource Management, ATP, Aircraft, Airlines, Airworthiness, Commercial Aviation, Flight Safety, Flight Training, Flights, Ground Instructor, Multi-engine, Instrument Rating, International Flight..., Airline Management, General Aviation, Aviation Security
Education
Louisiana Tech University 1985 — 1989
Bachelor of Science (BS), Aviation
Louisiana Tech University 1984 — 1989
Bachelor of Science (B.S.), Aeronautics/Aviation/Aerospace Science and Technology, General
Self Employed November 2013 - Present
Vista Equity Partners February 2011 - October 2013
The Reynolds and Reynolds Company September 2005 - February 2011
Skills
Aviation, Charter, Flight Planning, Piloting, Civil Aviation, CFI, Type Rating, Aeronautics, Business Aviation, Crew Resource Management, ATP, Aircraft, Airlines, Airworthiness, Commercial Aviation, Flight Safety, Flight Training, Flights, Ground Instructor, Multi-engine, Instrument Rating, International Flight..., Airline Management, General Aviation, Aviation Security
Education
Louisiana Tech University 1985 — 1989
Bachelor of Science (BS), Aviation
Louisiana Tech University 1984 — 1989
Bachelor of Science (B.S.), Aeronautics/Aviation/Aerospace Science and Technology, General
Amy Vellanoweth Amy Vellanoweth's Vista Equity Partners Experience December 2014 - Present
Job Executive Assistant at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners December 2014 - Present
Inova Labs September 2011 - November 2014
XBiotech USA Inc. October 2010 - April 2011
Laser and Dermatology Institute of California March 2007 - June 2010
Skills
Event Planning, Customer Service, Microsoft Word, Account Management, PowerPoint, Leadership, Strategic Planning, Team Building, Microsoft Office, Microsoft Excel, Budgets, Marketing, Project Management, Time Management, Dependable Team Player, Quick Study, Work in A Fast Paced..., Organizational..., Outstanding..., Management
Education
California State University-Fullerton 2007 — 2010
BS, Human Services
Vista Equity Partners December 2014 - Present
Inova Labs September 2011 - November 2014
XBiotech USA Inc. October 2010 - April 2011
Laser and Dermatology Institute of California March 2007 - June 2010
Skills
Event Planning, Customer Service, Microsoft Word, Account Management, PowerPoint, Leadership, Strategic Planning, Team Building, Microsoft Office, Microsoft Excel, Budgets, Marketing, Project Management, Time Management, Dependable Team Player, Quick Study, Work in A Fast Paced..., Organizational..., Outstanding..., Management
Education
California State University-Fullerton 2007 — 2010
BS, Human Services
Lorenzo Salazar's Vista Equity Partners Experience August 2015 - Present
Job Private Equity Research Analyst Intern at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2015 - Present
Management Leadership for Tomorrow May 2014 - Present
Credit Suisse June 2015 - August 2015
Vista Equity Partners September 2014 - May 2015
Credit Suisse June 2014 - August 2014
Cappello Capital Corp. June 2013 - August 2013
Fulcrum Capital August 2012 - December 2012
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Office, PowerPoint, Economics, Valuation, Mergers & Acquisitions, SAS, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA), Business Honors, Finance, Economics
Vista Equity Partners August 2015 - Present
Management Leadership for Tomorrow May 2014 - Present
Credit Suisse June 2015 - August 2015
Vista Equity Partners September 2014 - May 2015
Credit Suisse June 2014 - August 2014
Cappello Capital Corp. June 2013 - August 2013
Fulcrum Capital August 2012 - December 2012
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Office, PowerPoint, Economics, Valuation, Mergers & Acquisitions, SAS, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA), Business Honors, Finance, Economics
Kristi Lewis Kristi Lewis's Vista Equity Partners Experience November 2014 - May 2015
Job Executive Assistant at Premier Staffing Inc.
Industry Biotechnology
Experience
Premier Staffing Inc. August 2015 - Present
Through the Lens January 2015 - Present
Vista Equity Partners November 2014 - May 2015
Genentech August 2014 - November 2014
Genentech June 2013 - August 2014
Genentech May 2010 - June 2013
Aerotek December 2009 - May 2010
Fox Interactive Media December 2006 - June 2009
Pharmix Corp. April 2004 - October 2006
WageWorks August 2002 - January 2004
Skills
Outlook, Salesforce.com, Visio, Microsoft Excel, Microsoft Word, PowerPoint, Software Documentation, Customer Service, Microsoft Office, Social Media, Administrative..., Process Improvement, Access, Data Analysis, Invoicing, Leadership, Human Resources, Training, Adobe Acrobat, Research, Sales, Quality Assurance, Project Planning, Team Building, Process Scheduler, Management, Budgets, Event Planning, Analysis, CRM, Administration, Biotechnology, GMP, Cross-functional Team..., SAP, Program Management, Project Management
Education
San Francisco State University 1999 — 2002
Bachelor's, Business Administration, Marketing
Skyline College 1994 — 1999
Associate of Arts (AA), General Studies
Premier Staffing Inc. August 2015 - Present
Through the Lens January 2015 - Present
Vista Equity Partners November 2014 - May 2015
Genentech August 2014 - November 2014
Genentech June 2013 - August 2014
Genentech May 2010 - June 2013
Aerotek December 2009 - May 2010
Fox Interactive Media December 2006 - June 2009
Pharmix Corp. April 2004 - October 2006
WageWorks August 2002 - January 2004
Skills
Outlook, Salesforce.com, Visio, Microsoft Excel, Microsoft Word, PowerPoint, Software Documentation, Customer Service, Microsoft Office, Social Media, Administrative..., Process Improvement, Access, Data Analysis, Invoicing, Leadership, Human Resources, Training, Adobe Acrobat, Research, Sales, Quality Assurance, Project Planning, Team Building, Process Scheduler, Management, Budgets, Event Planning, Analysis, CRM, Administration, Biotechnology, GMP, Cross-functional Team..., SAP, Program Management, Project Management
Education
San Francisco State University 1999 — 2002
Bachelor's, Business Administration, Marketing
Skyline College 1994 — 1999
Associate of Arts (AA), General Studies
Stephen Seelbach Stephen Seelbach's Vista Equity Partners Experience May 2014 - Present
Job Chief of Staff at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners May 2014 - Present
Morgan Stanley January 2012 - February 2014
Morgan Stanley July 1999 - February 2014
Skills
Investment Banking, Capital Markets, Derivatives, Valuation, Bloomberg, Financial Modeling, Alternative Investments, Investments, Private Equity, Emerging Markets, Structured Products
Education
Amherst College 1995 — 1999
Bachelor's degree, International Relations and Affairs, Magna Cum Laude
Vista Equity Partners May 2014 - Present
Morgan Stanley January 2012 - February 2014
Morgan Stanley July 1999 - February 2014
Skills
Investment Banking, Capital Markets, Derivatives, Valuation, Bloomberg, Financial Modeling, Alternative Investments, Investments, Private Equity, Emerging Markets, Structured Products
Education
Amherst College 1995 — 1999
Bachelor's degree, International Relations and Affairs, Magna Cum Laude
Audrey Dickerson's Vista Equity Partners Experience November 2012 - June 2013
Job
Industry Investment Management
Experience
Aspen Heights October 2013 - December 2013
Vista Equity Partners November 2012 - June 2013
ServiceSource September 2011 - August 2012
Feed the Hunger July 2010 - March 2011
Beehive May 2009 - August 2009
SRS Real Estate Partners May 2007 - August 2007
Skills
Facebook, Marketing, Social Media, Sales, Event Planning, Microsoft Office, PowerPoint, Event Management, Social Networking, Microsoft Excel, Social Media Marketing, Customer Service, Microsoft Word, Public Relations, Real Estate
Education
University of Mississippi 2007 — 2011
Bachelor’s Degree
Aspen Heights October 2013 - December 2013
Vista Equity Partners November 2012 - June 2013
ServiceSource September 2011 - August 2012
Feed the Hunger July 2010 - March 2011
Beehive May 2009 - August 2009
SRS Real Estate Partners May 2007 - August 2007
Skills
Facebook, Marketing, Social Media, Sales, Event Planning, Microsoft Office, PowerPoint, Event Management, Social Networking, Microsoft Excel, Social Media Marketing, Customer Service, Microsoft Word, Public Relations, Real Estate
Education
University of Mississippi 2007 — 2011
Bachelor’s Degree
Tyler Hudson-Crimi's Vista Equity Partners Experience January 2012 - August 2012
Job Strategy Consultant, Digital Marketer
Industry Marketing and Advertising
Experience
Catalyze Marketing and Consulting January 2013 - Present
Vista Equity Partners January 2012 - August 2012
Macquarie Group June 2011 - August 2011
Trilogy Capital July 2010 - August 2010
Washinton DC Office of the Attorney General January 2010 - May 2010
Skills
Valuation, Private Equity, Asset Managment, LBO, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Data Analysis, Investments, M&A experience, Microsoft Excel, Research, Microsoft Office, Asset Management, SEO, Social Media Marketing, SEM, Web Development, Web Design, Mobile Applications, Digital Strategy, Venture Capital, Startup Marketing, Start-ups, Entrepreneurship, Management, Digital Marketing, Strategy, Marketing, Enterprise Software, Business Valuation, Web Analytics, Online Marketing, Google Adwords, WordPress, Business Strategy
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance Concentration
Delbarton High School
Catalyze Marketing and Consulting January 2013 - Present
Vista Equity Partners January 2012 - August 2012
Macquarie Group June 2011 - August 2011
Trilogy Capital July 2010 - August 2010
Washinton DC Office of the Attorney General January 2010 - May 2010
Skills
Valuation, Private Equity, Asset Managment, LBO, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Data Analysis, Investments, M&A experience, Microsoft Excel, Research, Microsoft Office, Asset Management, SEO, Social Media Marketing, SEM, Web Development, Web Design, Mobile Applications, Digital Strategy, Venture Capital, Startup Marketing, Start-ups, Entrepreneurship, Management, Digital Marketing, Strategy, Marketing, Enterprise Software, Business Valuation, Web Analytics, Online Marketing, Google Adwords, WordPress, Business Strategy
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance Concentration
Delbarton High School
Brandon Storey's Vista Equity Partners Experience February 2014 - June 2014
Job Business System Analyst at Seton Healthcare Family
Industry Information Technology and Services
Experience
Seton Healthcare Family October 2014 - Present
Vista Equity Partners February 2014 - June 2014
Franciscan Alliance Information Services December 2012 - January 2014
Franciscan Alliance Information Services August 2008 - December 2012
Harrison Steel Castings July 2007 - August 2008
Skills
A+ Certified, CompTIA Network+..., MCDST, Healthcare Information..., System Center Products, IT Asset Management, HDI Support Center..., Group Policy, System Deployment, Hardware, SCCM, Active Directory, Computer Hardware, Software Documentation, System Administration, Windows 7
Education
Ivy Tech Community College-Lafayette
Associate of Arts and Sciences (AAS), Computer Technology/Computer Systems Technology
Purdue University
Seton Healthcare Family October 2014 - Present
Vista Equity Partners February 2014 - June 2014
Franciscan Alliance Information Services December 2012 - January 2014
Franciscan Alliance Information Services August 2008 - December 2012
Harrison Steel Castings July 2007 - August 2008
Skills
A+ Certified, CompTIA Network+..., MCDST, Healthcare Information..., System Center Products, IT Asset Management, HDI Support Center..., Group Policy, System Deployment, Hardware, SCCM, Active Directory, Computer Hardware, Software Documentation, System Administration, Windows 7
Education
Ivy Tech Community College-Lafayette
Associate of Arts and Sciences (AAS), Computer Technology/Computer Systems Technology
Purdue University
Christiana Hay Christiana Hay's Vista Equity Partners Experience July 2013 - Present
Job Analyst at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2013 - Present
Vista Equity Partners June 2012 - August 2012
PwC June 2011 - August 2011
Fair Observer July 2010 - April 2011
Brainware June 2008 - August 2008
Skills
Research, Financial Analysis, Competitive Analysis, Stata, Marketing, Fundraising, Marketing Strategy, Social Networking, Venture Capital, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Economics: Finance
The Hong Kong University of Science and Technology
Thomas Jefferson High School for Science and Technology 2005 — 2009
Vista Equity Partners July 2013 - Present
Vista Equity Partners June 2012 - August 2012
PwC June 2011 - August 2011
Fair Observer July 2010 - April 2011
Brainware June 2008 - August 2008
Skills
Research, Financial Analysis, Competitive Analysis, Stata, Marketing, Fundraising, Marketing Strategy, Social Networking, Venture Capital, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Economics: Finance
The Hong Kong University of Science and Technology
Thomas Jefferson High School for Science and Technology 2005 — 2009
John Starr John Starr's Vista Equity Partners Experience July 2012 - December 2013
Job Vice President, Global Sales Channels and Professional Services at Websense
Industry Venture Capital & Private Equity
Experience
Websense 2014 - Present
Vista Equity Partners July 2012 - December 2013
IBM 2007 - July 2012
IBM 2006 - 2007
CapGemini August 2000 - 2005
Ernst & Young 2000 - August 2000
Ernst & Young 1999 - 1999
Arthur Andersen 1995 - 1997
Skills
Management Consulting, Business Strategy, Business Transformation, Strategy, Mergers, Financial Modeling, Business Development, Business Process..., Organizational Design, Acquisition Integration, Business Analytics, IT Strategy, Go-to-market Strategy, Financial Analysis, Corporate Development, Strategic Planning, Business Process..., Analytics, Consulting, Leadership, Management, Mergers, Product Management, Strategic Consulting, Strategic Partnerships, Executive Management, Portfolio Management, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Finance
Websense 2014 - Present
Vista Equity Partners July 2012 - December 2013
IBM 2007 - July 2012
IBM 2006 - 2007
CapGemini August 2000 - 2005
Ernst & Young 2000 - August 2000
Ernst & Young 1999 - 1999
Arthur Andersen 1995 - 1997
Skills
Management Consulting, Business Strategy, Business Transformation, Strategy, Mergers, Financial Modeling, Business Development, Business Process..., Organizational Design, Acquisition Integration, Business Analytics, IT Strategy, Go-to-market Strategy, Financial Analysis, Corporate Development, Strategic Planning, Business Process..., Analytics, Consulting, Leadership, Management, Mergers, Product Management, Strategic Consulting, Strategic Partnerships, Executive Management, Portfolio Management, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Finance
John Tieu's Vista Equity Partners Experience January 2015 - Present
Job Business Analyst at Vista Consulting Group
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners January 2015 - Present
State Street June 2011 - December 2014
Skills
Financial Reporting, Financial Accounting, Financial Services, Mutual Funds, External Audit, Internal Audit, Bloomberg Terminal, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Fund Accounting, Financial Analysis
Education
University of Massachusetts Boston 2006 — 2011
Bachelor of Arts (B.A.), Economics
Vista Equity Partners January 2015 - Present
State Street June 2011 - December 2014
Skills
Financial Reporting, Financial Accounting, Financial Services, Mutual Funds, External Audit, Internal Audit, Bloomberg Terminal, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Fund Accounting, Financial Analysis
Education
University of Massachusetts Boston 2006 — 2011
Bachelor of Arts (B.A.), Economics
Crosby Bain Crosby Bain's Vista Equity Partners Experience June 2007 - August 2007
Job Associate US Marketing Manager at Hasbro
Industry Marketing and Advertising
Experience
Hasbro November 2014 - Present
Hasbro January 2014 - November 2014
Hasbro July 2012 - January 2014
38 Studios June 2011 - July 2012
38 Studios May 2010 - August 2010
Vista Equity Partners June 2007 - August 2007
Power Engineering June 2006 - August 2006
Skills
Video Games, Business Development, MMO, Market Research, Game Development, Online Gaming, Strategy, Computer Games, Microsoft Office, Marketing, Management, Marketing Strategy
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Arts, History and Economics
Hasbro November 2014 - Present
Hasbro January 2014 - November 2014
Hasbro July 2012 - January 2014
38 Studios June 2011 - July 2012
38 Studios May 2010 - August 2010
Vista Equity Partners June 2007 - August 2007
Power Engineering June 2006 - August 2006
Skills
Video Games, Business Development, MMO, Market Research, Game Development, Online Gaming, Strategy, Computer Games, Microsoft Office, Marketing, Management, Marketing Strategy
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Arts, History and Economics
Eric Geiger Eric Geiger's Vista Equity Partners Experience February 2015 - Present
Job Data Analyst at Vista Equity Partners
Industry Information Technology and Services
Experience
Vista Equity Partners February 2015 - Present
Mathnasium - The Math Learning Center June 2011 - May 2014
NASA Goddard Space Flight Center June 2013 - August 2013
BounceU May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Matlab, Event Planning, Time Management, Python
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor's Degree, Mathematics
Vista Equity Partners February 2015 - Present
Mathnasium - The Math Learning Center June 2011 - May 2014
NASA Goddard Space Flight Center June 2013 - August 2013
BounceU May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Matlab, Event Planning, Time Management, Python
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor's Degree, Mathematics
Sammy Kolt's Vista Equity Partners Experience July 2013 - June 2014
Job Director of Strategic Programs at Aptean
Industry Computer Software
Experience
Aptean June 2014 - Present
Vista Equity Partners July 2013 - June 2014
Profitect June 2010 - July 2013
Oracle June 2008 - June 2010
Oracle Corp. June 2006 - May 2008
Demantra Inc. February 2006 - June 2006
Demantra Inc. August 2005 - February 2006
Demantra 2004 - August 2005
Smart IL 2003 - 2004
Skills
Product Management, Pragmatic Marketing..., Enterprise Software, User Experience, Product Strategies, Predictive Analytics, Pre-sales, Sales Engineering, Product Design, Product Marketing, Analytics, profit amplification, Supply Chain Management, Supply Chain, Retail, Scalability, Demand Planning, S&OP, Loss Prevention, Asset Protection, Sales Plan, Cloud Computing, Business Intelligence, Oracle, Product Development, Start-ups, Cross-functional Team..., Business Process, SaaS, Strategy, Software Development, Integration, Forecasting, Leadership, CRM, ERP, IT Strategy, Project Planning, SQL, Entrepreneurship, Management, Business Analysis, Strategic Partnerships, Solution Selling, E-commerce, Software Project..., Consulting, Go-to-market Strategy, Professional Services, Agile Methodologies
Education
IDC Herzliya 2000 — 2003
Bachelor's, Computer Science
Aptean June 2014 - Present
Vista Equity Partners July 2013 - June 2014
Profitect June 2010 - July 2013
Oracle June 2008 - June 2010
Oracle Corp. June 2006 - May 2008
Demantra Inc. February 2006 - June 2006
Demantra Inc. August 2005 - February 2006
Demantra 2004 - August 2005
Smart IL 2003 - 2004
Skills
Product Management, Pragmatic Marketing..., Enterprise Software, User Experience, Product Strategies, Predictive Analytics, Pre-sales, Sales Engineering, Product Design, Product Marketing, Analytics, profit amplification, Supply Chain Management, Supply Chain, Retail, Scalability, Demand Planning, S&OP, Loss Prevention, Asset Protection, Sales Plan, Cloud Computing, Business Intelligence, Oracle, Product Development, Start-ups, Cross-functional Team..., Business Process, SaaS, Strategy, Software Development, Integration, Forecasting, Leadership, CRM, ERP, IT Strategy, Project Planning, SQL, Entrepreneurship, Management, Business Analysis, Strategic Partnerships, Solution Selling, E-commerce, Software Project..., Consulting, Go-to-market Strategy, Professional Services, Agile Methodologies
Education
IDC Herzliya 2000 — 2003
Bachelor's, Computer Science
Holly Shaw Holly Shaw's Vista Equity Partners Experience September 2013 - March 2014
Job Creative Consultant/Operations & Accounting Manager
Industry Accounting
Experience
Animation Mentor March 2014 - Present
Performers & Creators Lab September 2012 - Present
the Eve's Elixir project August 2007 - Present
Vista Equity Partners September 2013 - March 2014
Collette Erickson Farmer & O'Neill LLP July 2001 - September 2012
Skills
Accounts Payable, Accounts Receivable, Payroll Services, Leadership, Financial Reporting, Writing, Public Speaking, Publicity, Performing, Acting, Flamenco, Contemporary Dance, Choreography, Performing Arts, Dance Education, Somatic Experiencing, Event Producing, Management Accounting, Law Firm Administration, Financial, Month End Close, W-2, 1099 Preparation, Property Tax, Payroll Taxes, Bank Reconciliation, Wire Transfers, ACH, Tabs3, Microsoft Excel, Open Office, DTE, Press Releases, Creativity, Coaching, Stage, Arts Administration, Theatre, Payroll, Account Reconciliation, Management, Training, Finance, Professional Mentoring
Education
Tamalpa Institute 2010 — 2012
Somatic Bodywork and Related Therapeutic Services
Mother of Invention Acting School 2007 — 2009
Acting
Butler University 1998 — 1998
Dance
University of Indianapolis 1996 — 1998
Bachelor of Arts (BA), English Language and Literature, General
North Central College 1994 — 1996
Bachelor of Arts (BA), English Language and Literature/Letters
Animation Mentor March 2014 - Present
Performers & Creators Lab September 2012 - Present
the Eve's Elixir project August 2007 - Present
Vista Equity Partners September 2013 - March 2014
Collette Erickson Farmer & O'Neill LLP July 2001 - September 2012
Skills
Accounts Payable, Accounts Receivable, Payroll Services, Leadership, Financial Reporting, Writing, Public Speaking, Publicity, Performing, Acting, Flamenco, Contemporary Dance, Choreography, Performing Arts, Dance Education, Somatic Experiencing, Event Producing, Management Accounting, Law Firm Administration, Financial, Month End Close, W-2, 1099 Preparation, Property Tax, Payroll Taxes, Bank Reconciliation, Wire Transfers, ACH, Tabs3, Microsoft Excel, Open Office, DTE, Press Releases, Creativity, Coaching, Stage, Arts Administration, Theatre, Payroll, Account Reconciliation, Management, Training, Finance, Professional Mentoring
Education
Tamalpa Institute 2010 — 2012
Somatic Bodywork and Related Therapeutic Services
Mother of Invention Acting School 2007 — 2009
Acting
Butler University 1998 — 1998
Dance
University of Indianapolis 1996 — 1998
Bachelor of Arts (BA), English Language and Literature, General
North Central College 1994 — 1996
Bachelor of Arts (BA), English Language and Literature/Letters
Sudhanshu Bist, CSM, PMP Sudhanshu Bist, CSM, PMP's Vista Equity Partners Experience August 2015 - Present
Job Senior Systems Administrator at Vista Equity Partners
Industry Information Technology and Services
Experience
Vista Equity Partners August 2015 - Present
Vista Equity Partners April 2012 - July 2015
Lumen21, Inc February 2012 - May 2012
California State University October 2009 - March 2012
Aditya Birla Minacs, Bangalore, India November 2008 - May 2009
Comtek India Solutions Pvt Ltd August 2005 - September 2008
Skills
Servers, Network Administration, VMware, System Administration, VMware ESX, Cisco IOS, C++, C#, Active Directory, C, VMware Fusion, NAS, Network Security, Powershell, Visual Basic, VB.NET, Vmware data recovery, SCCM, Apple Remote Desktop, BladeCenter, Hyper-V, Systems Analysis, System Design, Network Design, Network Engineering, Mac OS X, Virtualization, VBScript, HTML/XML, Rsync, Ipfw, OpenFiler, VMWare ThinApp, VEEAM, Backup Exec, Blade Servers, UCS, Cisco Switches, Cisco Catalyst Switches, Altiris, Solarwinds, Cisco Call Manager, Carve-outs, Storage Virtualization, System Migration, iSCSI, Storage Area Networks, Storage Architecture, Project Management, Cisco Technologies
Education
California State University-Long Beach 2009 — 2011
MS, Computer Science
Christ University, Bangalore 2006 — 2009
MCA, Computer Science
Vivekananda Institute of Professional Studies 2003 — 2006
BCA, Computer Science
PMP Class
Vista Equity Partners August 2015 - Present
Vista Equity Partners April 2012 - July 2015
Lumen21, Inc February 2012 - May 2012
California State University October 2009 - March 2012
Aditya Birla Minacs, Bangalore, India November 2008 - May 2009
Comtek India Solutions Pvt Ltd August 2005 - September 2008
Skills
Servers, Network Administration, VMware, System Administration, VMware ESX, Cisco IOS, C++, C#, Active Directory, C, VMware Fusion, NAS, Network Security, Powershell, Visual Basic, VB.NET, Vmware data recovery, SCCM, Apple Remote Desktop, BladeCenter, Hyper-V, Systems Analysis, System Design, Network Design, Network Engineering, Mac OS X, Virtualization, VBScript, HTML/XML, Rsync, Ipfw, OpenFiler, VMWare ThinApp, VEEAM, Backup Exec, Blade Servers, UCS, Cisco Switches, Cisco Catalyst Switches, Altiris, Solarwinds, Cisco Call Manager, Carve-outs, Storage Virtualization, System Migration, iSCSI, Storage Area Networks, Storage Architecture, Project Management, Cisco Technologies
Education
California State University-Long Beach 2009 — 2011
MS, Computer Science
Christ University, Bangalore 2006 — 2009
MCA, Computer Science
Vivekananda Institute of Professional Studies 2003 — 2006
BCA, Computer Science
PMP Class
Justin Reckart Justin Reckart's Vista Equity Partners Experience July 2013 - July 2015
Job Director of Sauganash Study Center
Industry Education Management
Experience
Sauganash Study Center July 2015 - Present
Vista Equity Partners July 2013 - July 2015
AGI Partners May 2012 - October 2012
The Blackstone Group June 2011 - August 2011
Goldman Sachs June 2010 - July 2010
Education
Columbia University - Columbia Business School 2011 — 2013
MS, Financial Economics
Stanford University 2008 — 2011
BA, Economics
Sauganash Study Center July 2015 - Present
Vista Equity Partners July 2013 - July 2015
AGI Partners May 2012 - October 2012
The Blackstone Group June 2011 - August 2011
Goldman Sachs June 2010 - July 2010
Education
Columbia University - Columbia Business School 2011 — 2013
MS, Financial Economics
Stanford University 2008 — 2011
BA, Economics
Donald Park Donald Park's Vista Equity Partners Experience September 2014 - Present
Job Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners September 2014 - Present
Vista Equity Partners September 2014 - Present
Vista Equity Partners January 2014 - August 2014
Vista Equity Partners August 2012 - December 2013
Austin Ventures 2008 - 2012
The Blackstone Group LP 2007 - 2008
Primus Capital Partners 2003 - 2006
Credit Suisse First Boston 2001 - 2003
Skills
Private Equity, Venture Capital, Software, Internet, Digital Media, Social Media, Brazilian Jiu-Jitsu, Mergers & Acquisitions, Start-ups, Portfolio Management, Corporate Development, Valuation, Finance, Enterprise Software, Due Diligence, Investments, MMA, Corporate Finance, Entrepreneurship, Financial Modeling, Strategy
Education
Princeton University
AB, Economics
The University of Chicago - Graduate School of Business
MBA, Finance & Entrepreneurship
IMSA
Vista Equity Partners September 2014 - Present
Vista Equity Partners September 2014 - Present
Vista Equity Partners January 2014 - August 2014
Vista Equity Partners August 2012 - December 2013
Austin Ventures 2008 - 2012
The Blackstone Group LP 2007 - 2008
Primus Capital Partners 2003 - 2006
Credit Suisse First Boston 2001 - 2003
Skills
Private Equity, Venture Capital, Software, Internet, Digital Media, Social Media, Brazilian Jiu-Jitsu, Mergers & Acquisitions, Start-ups, Portfolio Management, Corporate Development, Valuation, Finance, Enterprise Software, Due Diligence, Investments, MMA, Corporate Finance, Entrepreneurship, Financial Modeling, Strategy
Education
Princeton University
AB, Economics
The University of Chicago - Graduate School of Business
MBA, Finance & Entrepreneurship
IMSA
Tina Schmidt Tina Schmidt's Vista Equity Partners Experience 2006 - 2007
Job Administrative Assistant at Merrill Corporation
Industry Financial Services
Experience
Merrill Corporation February 2010 - Present
Vista Equity Partners 2006 - 2007
American Industrial Partners April 2004 - June 2006
Education
California State University-Sacramento 2000 — 2003
Health Science, Health Education
Merrill Corporation February 2010 - Present
Vista Equity Partners 2006 - 2007
American Industrial Partners April 2004 - June 2006
Education
California State University-Sacramento 2000 — 2003
Health Science, Health Education
Paul Duan Paul Duan's Vista Equity Partners Experience June 2008 - August 2008
Job Senior Product Manager at DoubleDutch
Industry Internet
Experience
DoubleDutch March 2015 - Present
GREE International, Inc June 2014 - March 2015
GREE International, Inc January 2013 - June 2014
GREE International, Inc January 2012 - January 2013
RBC Capital Markets July 2009 - July 2011
Vista Equity Partners June 2008 - August 2008
Skills
Financial Modeling, Business Modeling, Data Analysis, Quantitative Analytics, Online Gaming, Mobile Games, Data Modeling, Business Analysis, Business Analytics, Due Diligence, Strategy, Product Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2008
Bachelor's Degree, Business Administration, Management and Operations
DoubleDutch March 2015 - Present
GREE International, Inc June 2014 - March 2015
GREE International, Inc January 2013 - June 2014
GREE International, Inc January 2012 - January 2013
RBC Capital Markets July 2009 - July 2011
Vista Equity Partners June 2008 - August 2008
Skills
Financial Modeling, Business Modeling, Data Analysis, Quantitative Analytics, Online Gaming, Mobile Games, Data Modeling, Business Analysis, Business Analytics, Due Diligence, Strategy, Product Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2008
Bachelor's Degree, Business Administration, Management and Operations
Jake Kleiner Jake Kleiner's Vista Equity Partners Experience July 2013 - Present
Job Associate at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2013 - Present
Barclays Capital July 2011 - July 2013
Barclays Capital June 2010 - August 2010
Shoreview Industries May 2009 - May 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Bloomberg, Private Equity, Investment Banking, Equities, Due Diligence, Capital Markets, Financial Analysis, Venture Capital, Hedge Funds
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance, Entrepreneurial Management
Vista Equity Partners July 2013 - Present
Barclays Capital July 2011 - July 2013
Barclays Capital June 2010 - August 2010
Shoreview Industries May 2009 - May 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Bloomberg, Private Equity, Investment Banking, Equities, Due Diligence, Capital Markets, Financial Analysis, Venture Capital, Hedge Funds
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance, Entrepreneurial Management
Kathleen Olen's Vista Equity Partners Experience August 2012 - Present
Job Executive Assistant at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2012 - Present
Compass Lexecon May 2012 - August 2012
Navigant Economics June 2010 - May 2012
Navigant Economics May 2008 - June 2010
Chicago Partners January 2008 - May 2008
SCORE! Educational Centers June 2006 - January 2008
Education Nationale August 2005 - May 2006
Skills
Leadership, Microsoft Office, Research, Event Planning, Data Analysis, Social Media, Microsoft Excel, Operations Management, PowerPoint, Team Leadership, Time Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Science in Organization Development (MSOD)
The University of Chicago 2011 — 2012
Financial Decision Making Certificate (Graham School), Accounting & Finance
Lawrence University 2001 — 2005
BA, French, Education, Ethnic Studies
Vista Equity Partners August 2012 - Present
Compass Lexecon May 2012 - August 2012
Navigant Economics June 2010 - May 2012
Navigant Economics May 2008 - June 2010
Chicago Partners January 2008 - May 2008
SCORE! Educational Centers June 2006 - January 2008
Education Nationale August 2005 - May 2006
Skills
Leadership, Microsoft Office, Research, Event Planning, Data Analysis, Social Media, Microsoft Excel, Operations Management, PowerPoint, Team Leadership, Time Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Science in Organization Development (MSOD)
The University of Chicago 2011 — 2012
Financial Decision Making Certificate (Graham School), Accounting & Finance
Lawrence University 2001 — 2005
BA, French, Education, Ethnic Studies
Scott Darby Scott Darby's Vista Equity Partners Experience July 2013 - June 2014
Job Director of Strategic Programs at Websense
Industry Venture Capital & Private Equity
Experience
Websense June 2014 - Present
Vista Equity Partners July 2013 - June 2014
Accruent May 2012 - August 2012
AT&T October 2008 - July 2011
AT&T Mobility January 2008 - October 2008
AT&T June 2007 - January 2008
AT&T June 2006 - June 2007
Self Employed March 2002 - May 2006
Kids Across America June 2005 - August 2005
Visual Vibrations Studios March 2004 - May 2005
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA with High Honors
University of Missouri-Columbia, College of Business
BSBA with Highest Honors
Websense June 2014 - Present
Vista Equity Partners July 2013 - June 2014
Accruent May 2012 - August 2012
AT&T October 2008 - July 2011
AT&T Mobility January 2008 - October 2008
AT&T June 2007 - January 2008
AT&T June 2006 - June 2007
Self Employed March 2002 - May 2006
Kids Across America June 2005 - August 2005
Visual Vibrations Studios March 2004 - May 2005
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA with High Honors
University of Missouri-Columbia, College of Business
BSBA with Highest Honors
Ralph DeBernardo's Vista Equity Partners Experience September 2014 - Present
Job Investor Relations at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners September 2014 - Present
The Decathlon 2014 - Present
Kohlberg Kravis Roberts & Co. May 2012 - September 2014
J.P. Morgan Asset Management July 2009 - May 2012
J.P. Morgan 2009 - 2010
Columbia University 2005 - 2009
Skills
Private Equity, Alternative Investment..., Investor Relations, Hedge Funds, Fixed Income, Institutional..., Capital Markets, Business Development, Alternative Investments, Prime Brokerage, Emerging Markets, Asset Management, PowerPoint, New Business Development, Series 7, Microsoft Excel, Bloomberg, Institutional Investors, Institutional Clients, Equity Sales, Client Relationship..., Market Analysis, Asset Allocation, Excel, Series 63, Series 3, Sales Presentations, Taft-Hartley, Salesforce.com, Product Marketing, Special Situations..., Direct Sales, Fundraising, Territory Account..., Marketing, Pension Funds, High Net Worth..., Investment Management
Education
Columbia University in the City of New York 2005 — 2009
B.A., Political Science, History
Vista Equity Partners September 2014 - Present
The Decathlon 2014 - Present
Kohlberg Kravis Roberts & Co. May 2012 - September 2014
J.P. Morgan Asset Management July 2009 - May 2012
J.P. Morgan 2009 - 2010
Columbia University 2005 - 2009
Skills
Private Equity, Alternative Investment..., Investor Relations, Hedge Funds, Fixed Income, Institutional..., Capital Markets, Business Development, Alternative Investments, Prime Brokerage, Emerging Markets, Asset Management, PowerPoint, New Business Development, Series 7, Microsoft Excel, Bloomberg, Institutional Investors, Institutional Clients, Equity Sales, Client Relationship..., Market Analysis, Asset Allocation, Excel, Series 63, Series 3, Sales Presentations, Taft-Hartley, Salesforce.com, Product Marketing, Special Situations..., Direct Sales, Fundraising, Territory Account..., Marketing, Pension Funds, High Net Worth..., Investment Management
Education
Columbia University in the City of New York 2005 — 2009
B.A., Political Science, History
Walter Connors Walter Connors's Vista Equity Partners Experience June 2012 - October 2015
Job Lead Network and Systems Administrator
Industry Information Technology and Services
Experience
Connors Hosting August 2009 - Present
Vista Equity Partners June 2012 - October 2015
SumTotal Systems July 2010 - May 2012
Gleim Publications May 2008 - July 2010
Skills
Active Directory, SQL, Microsoft Exchange, IIS, Red Hat Linux, Windows, Windows Server, WSUS, WDS, Forefront, DNS, DHCP, Dell KACE, Sophos, Compellent, VMware, XMPP, Nagios, LDAP, SSL, Cacti, Iptables, Microsoft Office, Powershell, Blackberry Enterprise..., Group Policy, Apache, Postfix, Dovecot, iSCSI, FTP, CentOS, Bash, Riverbed, Network Administration, Wireless Networking, Firewalls, VPN, Certificate Authority, DFS, MySQL, Cisco IOS, Brocade, MobileIron, QoS, MPLS, Drupal, WordPress, Mergers & Acquisitions, Carve-outs
Education
University of Florida 2007 — 2010
Bachelor of Science in Business Administration, Information Systems and Operations Management
Connors Hosting August 2009 - Present
Vista Equity Partners June 2012 - October 2015
SumTotal Systems July 2010 - May 2012
Gleim Publications May 2008 - July 2010
Skills
Active Directory, SQL, Microsoft Exchange, IIS, Red Hat Linux, Windows, Windows Server, WSUS, WDS, Forefront, DNS, DHCP, Dell KACE, Sophos, Compellent, VMware, XMPP, Nagios, LDAP, SSL, Cacti, Iptables, Microsoft Office, Powershell, Blackberry Enterprise..., Group Policy, Apache, Postfix, Dovecot, iSCSI, FTP, CentOS, Bash, Riverbed, Network Administration, Wireless Networking, Firewalls, VPN, Certificate Authority, DFS, MySQL, Cisco IOS, Brocade, MobileIron, QoS, MPLS, Drupal, WordPress, Mergers & Acquisitions, Carve-outs
Education
University of Florida 2007 — 2010
Bachelor of Science in Business Administration, Information Systems and Operations Management
Kristine Morrell Jurczyk Kristine Morrell Jurczyk's Vista Equity Partners Experience March 2013 - Present
Job Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners March 2013 - Present
GE Antares Capital February 2008 - March 2013
Merrill Lynch May 2002 - February 2008
Arthur Andersen December 1996 - April 2002
Skills
Portfolio Management, Due Diligence, Private Equity, Corporate Finance, Loans, Mergers & Acquisitions, Underwriting, Financial Modeling, Capital Markets, Financial Analysis, Cash Flow, Leveraged Finance, Credit Analysis, Buyouts, Middle Market
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Accounting and Finance
Gustavus Adolphus College 1993 — 1997
BA, Accounting, Criminal Justice
Vista Equity Partners March 2013 - Present
GE Antares Capital February 2008 - March 2013
Merrill Lynch May 2002 - February 2008
Arthur Andersen December 1996 - April 2002
Skills
Portfolio Management, Due Diligence, Private Equity, Corporate Finance, Loans, Mergers & Acquisitions, Underwriting, Financial Modeling, Capital Markets, Financial Analysis, Cash Flow, Leveraged Finance, Credit Analysis, Buyouts, Middle Market
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Accounting and Finance
Gustavus Adolphus College 1993 — 1997
BA, Accounting, Criminal Justice
Rachel Arnold Rachel Arnold's Vista Equity Partners Experience December 2012 - Present
Job
Industry Computer Software
Experience
Vista Equity Partners December 2012 - Present
Mitratech November 2011 - November 2012
MicroEdge, LLC. November 2009 - November 2011
Interbrand April 2007 - October 2009
Works / Loeb Enterprises June 2006 - April 2007
Business Objects (Previously SRC Software) September 2003 - June 2006
Pacific Crest Securities August 2001 - August 2003
Morgan Stanley 2000 - 2001
Skills
Product Management, Marketing, Strategy, Enterprise Software, Cross-functional Team..., Business Development, Product Development, Product Marketing, Competitive Analysis, SaaS
Education
Linfield College
B.S.
Spanish American Institute
Vista Equity Partners December 2012 - Present
Mitratech November 2011 - November 2012
MicroEdge, LLC. November 2009 - November 2011
Interbrand April 2007 - October 2009
Works / Loeb Enterprises June 2006 - April 2007
Business Objects (Previously SRC Software) September 2003 - June 2006
Pacific Crest Securities August 2001 - August 2003
Morgan Stanley 2000 - 2001
Skills
Product Management, Marketing, Strategy, Enterprise Software, Cross-functional Team..., Business Development, Product Development, Product Marketing, Competitive Analysis, SaaS
Education
Linfield College
B.S.
Spanish American Institute
Lizette Carter's Vista Equity Partners Experience June 2007 - August 2007
Job Senior Analyst, Customer Intelligence and Advanced Analytics at Coach
Industry Retail
Experience
Coach December 2014 - Present
TD Ameritrade August 2012 - November 2014
Send Word Now June 2009 - August 2012
Vista Equity Partners June 2007 - August 2007
Education
The George Washington University - School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Coach December 2014 - Present
TD Ameritrade August 2012 - November 2014
Send Word Now June 2009 - August 2012
Vista Equity Partners June 2007 - August 2007
Education
The George Washington University - School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Sudhish Srikanth Sudhish Srikanth's Vista Equity Partners Experience January 2014 - Present
Job Private Equity Research Analyst Intern at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners January 2014 - Present
Goldman Sachs May 2015 - August 2015
University Securities Investment Team (USIT) September 2012 - May 2015
Honors Business Association (HBA) Philanthropy Committee September 2010 - May 2015
Goldman Sachs June 2014 - August 2014
Ericsson May 2013 - August 2013
McCombs School of Business September 2012 - May 2013
University of North Texas September 2010 - August 2012
Boy Scouts of America August 2006 - August 2011
Skills
Financial Analysis, Valuation, Research, Interpersonal..., Writing, Analytical Skills, Learning Quickly, Analysis, Investments, Strategy, Management, Financial Modeling, Marketing, Data Analysis, Finance, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), BHP, Finance, Economics
Texas Academy of Mathematics & Science 2010 — 2012
Uplift North Hills Preparatory 2008 — 2010
Vista Equity Partners January 2014 - Present
Goldman Sachs May 2015 - August 2015
University Securities Investment Team (USIT) September 2012 - May 2015
Honors Business Association (HBA) Philanthropy Committee September 2010 - May 2015
Goldman Sachs June 2014 - August 2014
Ericsson May 2013 - August 2013
McCombs School of Business September 2012 - May 2013
University of North Texas September 2010 - August 2012
Boy Scouts of America August 2006 - August 2011
Skills
Financial Analysis, Valuation, Research, Interpersonal..., Writing, Analytical Skills, Learning Quickly, Analysis, Investments, Strategy, Management, Financial Modeling, Marketing, Data Analysis, Finance, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), BHP, Finance, Economics
Texas Academy of Mathematics & Science 2010 — 2012
Uplift North Hills Preparatory 2008 — 2010
David Post David Post's Vista Equity Partners Experience April 2014 - Present
Job Board Member, MRI Software at Vista Equity Partners
Industry Information Technology and Services
Experience
Vista Equity Partners April 2014 - Present
Vista Equity Partners April 2014 - Present
Skills
Business Strategy, Strategic Planning, Mergers, Business Alliances, Consulting, Business Acquisition, Enterprise Software, SaaS, Cloud Computing, Private Equity, Turn Around Management, Acquisition Integration, Recapitalizations, Board Relations, Executive Management, Executive Development, Human Capital, Product Strategies, High Tech, Corporate Development, Corporate Strategy..., Managing Start-ups, New Ventures, Corporate Governance
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, General Management
University of California, Berkeley, Haas School of Business
Center for Executive Education, High-Impact Leadership
Seton Hall University 1991 — 1995
B.S., Management Information Systems
Vista Equity Partners April 2014 - Present
Vista Equity Partners April 2014 - Present
Skills
Business Strategy, Strategic Planning, Mergers, Business Alliances, Consulting, Business Acquisition, Enterprise Software, SaaS, Cloud Computing, Private Equity, Turn Around Management, Acquisition Integration, Recapitalizations, Board Relations, Executive Management, Executive Development, Human Capital, Product Strategies, High Tech, Corporate Development, Corporate Strategy..., Managing Start-ups, New Ventures, Corporate Governance
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, General Management
University of California, Berkeley, Haas School of Business
Center for Executive Education, High-Impact Leadership
Seton Hall University 1991 — 1995
B.S., Management Information Systems
Fiona Rees's Vista Equity Partners Experience April 2015 - Present
Job Manager of Finance at Vista Equity Partners
Industry Accounting
Experience
Vista Equity Partners April 2015 - Present
VMG Partners June 2012 - April 2015
Deloitte & Touche January 2009 - June 2012
Deloitte & Touche July 2007 - September 2007
ADVFN April 2007 - June 2007
California State Senate, Office of International Relations April 2006 - September 2006
Education
UC Davis
Bachelor of Science, Economics and Communications
Vista Equity Partners April 2015 - Present
VMG Partners June 2012 - April 2015
Deloitte & Touche January 2009 - June 2012
Deloitte & Touche July 2007 - September 2007
ADVFN April 2007 - June 2007
California State Senate, Office of International Relations April 2006 - September 2006
Education
UC Davis
Bachelor of Science, Economics and Communications
Amit Jayakar's Vista Equity Partners Experience July 2011 - May 2014
Job Business Specialist at Miami Children's Hospital
Industry Health, Wellness and Fitness
Experience
Miami Children's Hospital September 2014 - June 2015
Vista Equity Partners July 2011 - May 2014
Seitlin Benefits January 2010 - May 2011
Skills
Financial Modeling
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Georgetown University 2005 — 2009
Bachelor of Arts, Economics and Math
Miami Children's Hospital September 2014 - June 2015
Vista Equity Partners July 2011 - May 2014
Seitlin Benefits January 2010 - May 2011
Skills
Financial Modeling
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Georgetown University 2005 — 2009
Bachelor of Arts, Economics and Math
Kevin Sofield's Vista Equity Partners Experience 2013 - Present
Job Capital Markets at Vista Equity Partners
Industry Investment Banking
Experience
Vista Equity Partners 2013 - Present
SunTrust Robinson Humphrey 2012 - 2013
Goldman Sachs 1999 - 2012
United States Navy 1991 - 1999
Skills
Leveraged Finance, Debt, Bonds, Loans, High Yield, Corporate Finance, Private Equity, Hedge Funds, Alternative Investments, Due Diligence, Valuation, Mergers, Financial Modeling, Business Valuation, Restructuring, Financial Analysis, Investment Banking, Fixed Income, Credit, Capital Markets, Credit Risk, Series 24, Series 63, Series 7, Venture Capital, Bloomberg, Mergers & Acquisitions, Investments, Structured Products
Education
University of Maryland College Park 1996 — 1998
MBA, Finance
United States Naval Academy 1987 — 1991
Bachelor of Science (B.S.), Aerospace Engineering
Vista Equity Partners 2013 - Present
SunTrust Robinson Humphrey 2012 - 2013
Goldman Sachs 1999 - 2012
United States Navy 1991 - 1999
Skills
Leveraged Finance, Debt, Bonds, Loans, High Yield, Corporate Finance, Private Equity, Hedge Funds, Alternative Investments, Due Diligence, Valuation, Mergers, Financial Modeling, Business Valuation, Restructuring, Financial Analysis, Investment Banking, Fixed Income, Credit, Capital Markets, Credit Risk, Series 24, Series 63, Series 7, Venture Capital, Bloomberg, Mergers & Acquisitions, Investments, Structured Products
Education
University of Maryland College Park 1996 — 1998
MBA, Finance
United States Naval Academy 1987 — 1991
Bachelor of Science (B.S.), Aerospace Engineering
Rob Ware Rob Ware's Vista Equity Partners Experience July 2013 - June 2014
Job Vice President, RCM Services at Greenway Health
Industry Computer Software
Experience
Greenway Health May 2015 - Present
Greenway Health June 2014 - Present
Vista Equity Partners July 2013 - June 2014
OC&C Strategy Consultants November 2009 - June 2013
The Parthenon Group June 2008 - August 2008
Stroud Consulting August 2001 - July 2007
Hagen and Co. July 2000 - August 2001
Skills
Business Strategy, Financial Modeling, Management Consulting, Leadership, Analysis, Entrepreneurship, Management, Performance Improvement, Due Diligence, Financial Analysis, Competitive Analysis, Operations Management, Project Management, Market Analysis, Process Improvement, Continuous Improvement, Performance Management, Supply Chain..., Pricing Strategy, Change Management
Education
Cornell University
BS, Mechanical Engineering, Cum Laude
Governor'sSchool
Governor'sSchool
Massachusetts Institute of Technology - Sloan School of Management
MBA
Greenway Health May 2015 - Present
Greenway Health June 2014 - Present
Vista Equity Partners July 2013 - June 2014
OC&C Strategy Consultants November 2009 - June 2013
The Parthenon Group June 2008 - August 2008
Stroud Consulting August 2001 - July 2007
Hagen and Co. July 2000 - August 2001
Skills
Business Strategy, Financial Modeling, Management Consulting, Leadership, Analysis, Entrepreneurship, Management, Performance Improvement, Due Diligence, Financial Analysis, Competitive Analysis, Operations Management, Project Management, Market Analysis, Process Improvement, Continuous Improvement, Performance Management, Supply Chain..., Pricing Strategy, Change Management
Education
Cornell University
BS, Mechanical Engineering, Cum Laude
Governor'sSchool
Governor'sSchool
Massachusetts Institute of Technology - Sloan School of Management
MBA
Nicholas Liu Nicholas Liu's Vista Equity Partners Experience June 2015 - Present
Job Research Analyst Intern at Vista Equity Partners
Industry Investment Banking
Experience
Vista Equity Partners June 2015 - Present
VisionCap Investments June 2014 - August 2014
Karen Dillards College Prep May 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Financial Modeling, Data Analysis, Finance, Valuation
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 3.87/4.00
Vista Equity Partners June 2015 - Present
VisionCap Investments June 2014 - August 2014
Karen Dillards College Prep May 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Financial Modeling, Data Analysis, Finance, Valuation
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 3.87/4.00
Rick Li's Vista Equity Partners Experience September 2014 - December 2014
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
McCombs School of Business January 2015 - May 2015
Vista Equity Partners September 2014 - December 2014
Jefferies LLC May 2014 - August 2014
Vista Equity Partners January 2014 - May 2014
Goldman Sachs May 2013 - August 2013
Merrill Lynch August 2012 - May 2013
Market Maker Realty & Investments October 2011 - August 2012
Merrill Lynch June 2011 - August 2011
Hank Haney Golf June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Leadership, Analysis, Market Research, PowerPoint, CRM, Management, Investment Banking, Business Analysis, Process Improvement, Access, Data Analysis, Microsoft Office, Forecasting, Business Strategy, Microsoft Word, Time Management, Valuation, Teamwork, Outlook, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master of Professional Accounting (MPA)
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Stanford University 2009 — 2009
High School Summer College
Goldman Sachs July 2015 - Present
McCombs School of Business January 2015 - May 2015
Vista Equity Partners September 2014 - December 2014
Jefferies LLC May 2014 - August 2014
Vista Equity Partners January 2014 - May 2014
Goldman Sachs May 2013 - August 2013
Merrill Lynch August 2012 - May 2013
Market Maker Realty & Investments October 2011 - August 2012
Merrill Lynch June 2011 - August 2011
Hank Haney Golf June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Leadership, Analysis, Market Research, PowerPoint, CRM, Management, Investment Banking, Business Analysis, Process Improvement, Access, Data Analysis, Microsoft Office, Forecasting, Business Strategy, Microsoft Word, Time Management, Valuation, Teamwork, Outlook, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master of Professional Accounting (MPA)
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Stanford University 2009 — 2009
High School Summer College
Mansoor Bajowala's Vista Equity Partners Experience February 2015 - Present
Job Vice President, Professional Services at Omnitracs
Industry Management Consulting
Experience
Vista Equity Partners February 2015 - Present
Vista Equity Partners February 2013 - February 2015
PwC Advisory Services November 2010 - February 2013
Diamond Management & Technology Consultants January 2004 - November 2010
Accenture January 2001 - January 2004
Trustmark Insurance September 1998 - January 2001
Merrill Lynch August 1997 - September 1998
Skills
Strategy, Strategic Consulting, Management Consulting, Business Architecture, Business Analysis, Business Case, Business Transformation, Operating Models, Business Process..., Business Process..., Business Process Design, Operations Improvement, Program Management, PMO, Resource Management, Change Management, IT Strategy, Organizational Design, Large Scale Deployments, Portfolio Management, Business Strategy, Acquisition Integration, Business Intelligence, CRM, Enterprise Software, Financial Modeling, Financial Services, Information Technology, Leadership, Management, Process Improvement, Professional Services, Project Portfolio..., Risk Management
Education
Northwestern University 1992 — 1997
BA, Economics, Biochemistry
Vista Equity Partners HPLP
Vista Equity Partners February 2015 - Present
Vista Equity Partners February 2013 - February 2015
PwC Advisory Services November 2010 - February 2013
Diamond Management & Technology Consultants January 2004 - November 2010
Accenture January 2001 - January 2004
Trustmark Insurance September 1998 - January 2001
Merrill Lynch August 1997 - September 1998
Skills
Strategy, Strategic Consulting, Management Consulting, Business Architecture, Business Analysis, Business Case, Business Transformation, Operating Models, Business Process..., Business Process..., Business Process Design, Operations Improvement, Program Management, PMO, Resource Management, Change Management, IT Strategy, Organizational Design, Large Scale Deployments, Portfolio Management, Business Strategy, Acquisition Integration, Business Intelligence, CRM, Enterprise Software, Financial Modeling, Financial Services, Information Technology, Leadership, Management, Process Improvement, Professional Services, Project Portfolio..., Risk Management
Education
Northwestern University 1992 — 1997
BA, Economics, Biochemistry
Vista Equity Partners HPLP
Matthew McDonald Matthew McDonald's Vista Equity Partners Experience June 2013 - January 2015
Job Director at CVC Growth Partners
Industry Venture Capital & Private Equity
Experience
CVC Capital Partners January 2015 - Present
Vista Equity Partners June 2013 - January 2015
Misys January 2012 - June 2013
Vista Equity Partners July 2008 - January 2012
Apple Computer June 2005 - June 2008
Education
Santa Clara University 2006 — 2008
MS, Engineering Management
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, Mechanical Engineering
CVC Capital Partners January 2015 - Present
Vista Equity Partners June 2013 - January 2015
Misys January 2012 - June 2013
Vista Equity Partners July 2008 - January 2012
Apple Computer June 2005 - June 2008
Education
Santa Clara University 2006 — 2008
MS, Engineering Management
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, Mechanical Engineering
Blake Lamb's Vista Equity Partners Experience June 2015 - Present
Job Research Analyst Intern at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners June 2015 - Present
Reynolds and Reynolds August 2014 - May 2015
Reynolds and Reynolds May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Sales, Microsoft Access, Microsoft Word, Leadership, Account Management, Team Leadership, Customer Satisfaction, Strategic Planning, Sales Process, SalesForce.com
Education
Alter
Michigan State University
Finance, Business
Vista Equity Partners June 2015 - Present
Reynolds and Reynolds August 2014 - May 2015
Reynolds and Reynolds May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Customer Service, Sales, Microsoft Access, Microsoft Word, Leadership, Account Management, Team Leadership, Customer Satisfaction, Strategic Planning, Sales Process, SalesForce.com
Education
Alter
Michigan State University
Finance, Business
Cari Scardina Cari Scardina's Vista Equity Partners Experience March 2010 - June 2010
Job Social Customer Relationship Manager at Oracle
Industry Marketing and Advertising
Experience
Oracle August 2015 - Present
Trepoint Barc August 2011 - August 2015
Trepoint August 2011 - March 2014
Levi Strauss & Co. June 2010 - August 2011
Vista Equity Partners March 2010 - June 2010
Seismicom Inc dba Fancy & Brand-Force Inc April 2007 - March 2010
Seismicom April 2007 - April 2008
Skills
Social Media, Advertising, Online Marketing, Marketing Communications, Social Media Marketing, Marketing, Social Networking, Digital Marketing, Online Advertising, Event Planning, Event Management, Facebook, Integrated Marketing, Marketing Strategy, Microsoft Word, Creative Direction, PowerPoint, Microsoft Office, Outlook, Customer Service, Market Research, Sales, Budgets, Brand Development, Public Relations, Account Management, Microsoft Excel, Research, Time Management, Teamwork, Adobe Creative Suite, Trade Shows, Blogging, System Administration, Leadership, Promotions, Word, Excel, Budgeting, Customer Relations, Writing, Problem Solving, Vendor Relations, Scheduling, Oracle, HootSuite, Basecamp, Evernote, Google Docs, Google Analytics
Education
San Francisco State University 2003 — 2006
Bachelor's Degree, College of Health and Human Services
Oracle August 2015 - Present
Trepoint Barc August 2011 - August 2015
Trepoint August 2011 - March 2014
Levi Strauss & Co. June 2010 - August 2011
Vista Equity Partners March 2010 - June 2010
Seismicom Inc dba Fancy & Brand-Force Inc April 2007 - March 2010
Seismicom April 2007 - April 2008
Skills
Social Media, Advertising, Online Marketing, Marketing Communications, Social Media Marketing, Marketing, Social Networking, Digital Marketing, Online Advertising, Event Planning, Event Management, Facebook, Integrated Marketing, Marketing Strategy, Microsoft Word, Creative Direction, PowerPoint, Microsoft Office, Outlook, Customer Service, Market Research, Sales, Budgets, Brand Development, Public Relations, Account Management, Microsoft Excel, Research, Time Management, Teamwork, Adobe Creative Suite, Trade Shows, Blogging, System Administration, Leadership, Promotions, Word, Excel, Budgeting, Customer Relations, Writing, Problem Solving, Vendor Relations, Scheduling, Oracle, HootSuite, Basecamp, Evernote, Google Docs, Google Analytics
Education
San Francisco State University 2003 — 2006
Bachelor's Degree, College of Health and Human Services
Noah Belkin Noah Belkin's Vista Equity Partners Experience February 2013 - January 2014
Job Data Enthusiast ✔
Industry Information Technology and Services
Experience
Vista Equity Partners February 2013 - January 2014
Yext June 2011 - January 2013
Skills
Outside Sales, Account Management, Strategy, Solution Selling, Leadership, Strategic Partnerships, Sales Management, New Business Development, Sales Process, Big Data, Cloud Computing, Database Administration, Database Security, Data Mining, Data Management, Enterprise Architecture, IT Service Management, Oracle, SQL, NoSQL, MySQL, MongoDB, Hadoop, Cassandra, DevOps, SaaS, Salesforce.com
Education
Bucknell University 2007 — 2011
Economics
Pontifícia Universidade Católica do Rio de Janeiro 2009 — 2010
International Relationas
Marin Academy 2004 — 2007
Vista Equity Partners February 2013 - January 2014
Yext June 2011 - January 2013
Skills
Outside Sales, Account Management, Strategy, Solution Selling, Leadership, Strategic Partnerships, Sales Management, New Business Development, Sales Process, Big Data, Cloud Computing, Database Administration, Database Security, Data Mining, Data Management, Enterprise Architecture, IT Service Management, Oracle, SQL, NoSQL, MySQL, MongoDB, Hadoop, Cassandra, DevOps, SaaS, Salesforce.com
Education
Bucknell University 2007 — 2011
Economics
Pontifícia Universidade Católica do Rio de Janeiro 2009 — 2010
International Relationas
Marin Academy 2004 — 2007
Stephen Foster's Vista Equity Partners Experience July 2014 - Present
Job Private Equity at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2014 - Present
Parthenon Capital August 2012 - July 2014
Greenhill & Co. June 2010 - July 2012
Greenhill & Co. June 2009 - August 2009
Fisher Investments June 2008 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Investments, Research, Venture Capital, Investment Banking
Education
Stanford University 2006 — 2010
BS, Management Science and Engineering
Vista Equity Partners July 2014 - Present
Parthenon Capital August 2012 - July 2014
Greenhill & Co. June 2010 - July 2012
Greenhill & Co. June 2009 - August 2009
Fisher Investments June 2008 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Investments, Research, Venture Capital, Investment Banking
Education
Stanford University 2006 — 2010
BS, Management Science and Engineering
Brandon Bane's Vista Equity Partners Experience May 2014 - August 2014
Job TMT Summer Analyst at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey June 2015 - Present
Vista Equity Partners May 2014 - August 2014
UBS Wealth Management October 2013 - April 2014
Aptean May 2013 - August 2013
P2 Energy Solutions June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, Windows, Time Management
Education
Georgia Tech 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General
SunTrust Robinson Humphrey June 2015 - Present
Vista Equity Partners May 2014 - August 2014
UBS Wealth Management October 2013 - April 2014
Aptean May 2013 - August 2013
P2 Energy Solutions June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, Windows, Time Management
Education
Georgia Tech 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Carly Hubert Carly Hubert's Vista Equity Partners Experience July 2012 - September 2013
Job IS Application Analyst EpicCare Ambulatory at Scott & White Healthcare
Industry Information Services
Experience
Scott & White Healthcare March 2014 - Present
Scott & White Healthcare October 2013 - March 2014
Vista Equity Partners July 2012 - September 2013
UNIVERSITY PANHELLENIC COUNCIL December 2010 - December 2011
DEPT. OF PUBLIC SAFETY June 2011 - August 2011
Skills
Organization, High level of initiative, Dependable Team Player, Self-driven, Self-starter, People Skills, PowerPoint, Team-oriented, Social Networking, Human Resources, Event Planning, Training, Public Speaking
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Scott & White Healthcare March 2014 - Present
Scott & White Healthcare October 2013 - March 2014
Vista Equity Partners July 2012 - September 2013
UNIVERSITY PANHELLENIC COUNCIL December 2010 - December 2011
DEPT. OF PUBLIC SAFETY June 2011 - August 2011
Skills
Organization, High level of initiative, Dependable Team Player, Self-driven, Self-starter, People Skills, PowerPoint, Team-oriented, Social Networking, Human Resources, Event Planning, Training, Public Speaking
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Kelsy Kliesen's Vista Equity Partners Experience September 2011 - May 2013
Job Services Operations Team Lead at Accruent
Industry Computer Software
Experience
Accruent July 2015 - Present
Accruent February 2015 - June 2015
Accruent June 2013 - January 2015
Vista Equity Partners September 2011 - May 2013
Baylor University October 2008 - May 2011
Waco Crime Scene Unit May 2010 - August 2010
Skills
Microsoft Office, Lacrosse, Crisis Intervention, Psychology, Social Media, PowerPoint, Word, Research, Microsoft Word, Leadership, Outlook, Social Networking, Community Outreach, Recruiting, Budgets, Event Planning, Human Resources, Interviews, Data Analysis, Training
Education
Baylor University 2007 — 2011
BA, Psychology, Forensic Science
Ladue Horton Watkins High School 2003 — 2007
Accruent July 2015 - Present
Accruent February 2015 - June 2015
Accruent June 2013 - January 2015
Vista Equity Partners September 2011 - May 2013
Baylor University October 2008 - May 2011
Waco Crime Scene Unit May 2010 - August 2010
Skills
Microsoft Office, Lacrosse, Crisis Intervention, Psychology, Social Media, PowerPoint, Word, Research, Microsoft Word, Leadership, Outlook, Social Networking, Community Outreach, Recruiting, Budgets, Event Planning, Human Resources, Interviews, Data Analysis, Training
Education
Baylor University 2007 — 2011
BA, Psychology, Forensic Science
Ladue Horton Watkins High School 2003 — 2007
Amanda Betts's Vista Equity Partners Experience October 2011 - May 2013
Job Manager, Customer Training at Lanyon
Industry Human Resources
Experience
Lanyon August 2015 - Present
Lanyon March 2015 - August 2015
Lanyon August 2013 - March 2015
Lanyon June 2013 - August 2013
Vista Equity Partners October 2011 - May 2013
Skills
Technical Recruiting, Recruiting, Onboarding, College Recruiting, Human Resources, Performance Management, Talent Acquisition, Applicant Tracking..., Training, Sourcing, Interviews, Hiring, Leadership, Talent Management, Cold Calling, Internet Recruiting, Screening Resumes, Employee Relations, New Hire Orientations, Corporate Events, Corporate Social..., Employee Training
Education
Baylor University 2007 — 2011
Bachelor of Arts, History and Political Science
Lanyon August 2015 - Present
Lanyon March 2015 - August 2015
Lanyon August 2013 - March 2015
Lanyon June 2013 - August 2013
Vista Equity Partners October 2011 - May 2013
Skills
Technical Recruiting, Recruiting, Onboarding, College Recruiting, Human Resources, Performance Management, Talent Acquisition, Applicant Tracking..., Training, Sourcing, Interviews, Hiring, Leadership, Talent Management, Cold Calling, Internet Recruiting, Screening Resumes, Employee Relations, New Hire Orientations, Corporate Events, Corporate Social..., Employee Training
Education
Baylor University 2007 — 2011
Bachelor of Arts, History and Political Science
Derek Klomhaus's Vista Equity Partners Experience August 2015 - Present
Job Associate at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2015 - Present
Credit Suisse July 2013 - July 2015
ClearRock Capital January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Talisman Systems Group, Inc. April 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Public Speaking, Financial Modeling, Customer Service, Finance, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Due Diligence, Investments, Valuation, Analysis, Portfolio Management, Equities
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science, Finance/Accounting
Montgomery High School 2005 — 2009
High School Diploma
Vista Equity Partners August 2015 - Present
Credit Suisse July 2013 - July 2015
ClearRock Capital January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Talisman Systems Group, Inc. April 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Public Speaking, Financial Modeling, Customer Service, Finance, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Due Diligence, Investments, Valuation, Analysis, Portfolio Management, Equities
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science, Finance/Accounting
Montgomery High School 2005 — 2009
High School Diploma
Regan Garrett Regan Garrett's Vista Equity Partners Experience August 2008 - Present
Job Vice President Operations
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2008 - Present
William Blair and Company July 2005 - July 2008
Skills
LBO, Private Equity, Valuation, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Corporate Finance, Mergers, M&A experience, Investments, Financial Analysis
Education
Northwestern University 2001 — 2005
BA, Economics and Psychology
Vista Equity Partners August 2008 - Present
William Blair and Company July 2005 - July 2008
Skills
LBO, Private Equity, Valuation, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Corporate Finance, Mergers, M&A experience, Investments, Financial Analysis
Education
Northwestern University 2001 — 2005
BA, Economics and Psychology
Hayden Long's Vista Equity Partners Experience January 2015 - Present
Job Business Analyst at Vista Equity Partners
Industry Computer Software
Experience
Vista Equity Partners January 2015 - Present
Mood Media August 2013 - Present
Skills
Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Research, Customer Service, Budgets, Strategic Planning, Negotiation, Windows, Public Speaking, Economics, Spanish
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics, Senior
Vista Equity Partners January 2015 - Present
Mood Media August 2013 - Present
Skills
Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Research, Customer Service, Budgets, Strategic Planning, Negotiation, Windows, Public Speaking, Economics, Spanish
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics, Senior
Alan Trubow Alan Trubow's Vista Equity Partners Experience April 2011 - October 2011
Job Associate Project Manager at Accruent
Industry Marketing and Advertising
Experience
Accruent January 2014 - Present
Accruent September 2012 - Present
247sports.com December 2010 - Present
Austin American-Statesman August 2005 - Present
Vista Equity Partners April 2011 - October 2011
Blade Energy Partners May 2010 - September 2010
Quad-City Times 2003 - 2005
Skills
Excel, Microsoft Office, Editing, Public Relations, Research, Writing, Marketing Strategy, New Business Development, Marketing Communications, Corporate Communications, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Columbia College Chicago 1999 — 2001
Bachelors, Journalism, writing, communication
Accruent January 2014 - Present
Accruent September 2012 - Present
247sports.com December 2010 - Present
Austin American-Statesman August 2005 - Present
Vista Equity Partners April 2011 - October 2011
Blade Energy Partners May 2010 - September 2010
Quad-City Times 2003 - 2005
Skills
Excel, Microsoft Office, Editing, Public Relations, Research, Writing, Marketing Strategy, New Business Development, Marketing Communications, Corporate Communications, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Columbia College Chicago 1999 — 2001
Bachelors, Journalism, writing, communication
Duane Jackson Duane Jackson's Vista Equity Partners Experience August 2013 - July 2014
Job BDT Capital Partners
Industry Venture Capital & Private Equity
Experience
BDT Capital Partners August 2014 - Present
Vista Equity Partners August 2013 - July 2014
Fireman Capital Partners June 2012 - August 2012
Manasota Capital March 2011 - August 2011
the U.S. Department of the Treasury, Office of Financial Stability October 2009 - March 2011
Merrill Lynch July 2005 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Investments, Bloomberg, Equities, Equity Research
Education
Harvard Business School
MBA
The George Washington University
BBA
Lake Forest Academy
BDT Capital Partners August 2014 - Present
Vista Equity Partners August 2013 - July 2014
Fireman Capital Partners June 2012 - August 2012
Manasota Capital March 2011 - August 2011
the U.S. Department of the Treasury, Office of Financial Stability October 2009 - March 2011
Merrill Lynch July 2005 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Investments, Bloomberg, Equities, Equity Research
Education
Harvard Business School
MBA
The George Washington University
BBA
Lake Forest Academy
Lexi (Lexi) Eisenberg's Vista Equity Partners Experience August 2015 - Present
Job Analyst at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2015 - Present
Vista Equity Partners May 2013 - June 2015
Jones Graduate School of Business December 2013 - May 2015
Morgan Stanley January 2013 - May 2013
Technomedia August 2011 - December 2012
Skills
Research, Data Analysis, Business Development, Analysis, Financial Accounting, Financial Services, Business Communications, Content Strategy, Financial Analysis, Leadership, Bloomberg, Finance, Corporate Finance
Education
Rice University 2011 — 2015
Degrees in Mathematical Economic Analysis and Managerial Studies
St. Stephen's Episcopal School 2005 — 2011
High School Diploma
Vista Equity Partners August 2015 - Present
Vista Equity Partners May 2013 - June 2015
Jones Graduate School of Business December 2013 - May 2015
Morgan Stanley January 2013 - May 2013
Technomedia August 2011 - December 2012
Skills
Research, Data Analysis, Business Development, Analysis, Financial Accounting, Financial Services, Business Communications, Content Strategy, Financial Analysis, Leadership, Bloomberg, Finance, Corporate Finance
Education
Rice University 2011 — 2015
Degrees in Mathematical Economic Analysis and Managerial Studies
St. Stephen's Episcopal School 2005 — 2011
High School Diploma
Royce Suba's Vista Equity Partners Experience February 2015 - Present
Job Vice President of Compliance at Vista Equity Partners
Industry Investment Management
Experience
Vista Equity Partners February 2015 - Present
Makena Capital Management, LLC July 2013 - January 2015
Hall Capital Partners LLC February 2011 - June 2013
WHV Investments, Inc. 2007 - 2011
MarketCounsel 2004 - 2007
Prager and Fenton 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2001
Skills
Hedge Funds, Salesforce.com, Alternative Investments, Equities, Tax, Investment Management, Due Diligence, Asset Management, Legal Advice, Start-ups, Private Equity, Venture Capital, Investments, Portfolio Management, Securities Regulation
Education
University of California, Berkeley 1988 — 1992
BA, Major: Political Economies of Industrialized Societies; Minor: Business Administration
University of California, Davis 1993 — 1996
JD, Law
San Diego State University-California State University 1998 — 1999
MSBA, Financial and Tax Planning
Bellarmine College Preparatory 1984 — 1988
HS
Vista Equity Partners February 2015 - Present
Makena Capital Management, LLC July 2013 - January 2015
Hall Capital Partners LLC February 2011 - June 2013
WHV Investments, Inc. 2007 - 2011
MarketCounsel 2004 - 2007
Prager and Fenton 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2001
Skills
Hedge Funds, Salesforce.com, Alternative Investments, Equities, Tax, Investment Management, Due Diligence, Asset Management, Legal Advice, Start-ups, Private Equity, Venture Capital, Investments, Portfolio Management, Securities Regulation
Education
University of California, Berkeley 1988 — 1992
BA, Major: Political Economies of Industrialized Societies; Minor: Business Administration
University of California, Davis 1993 — 1996
JD, Law
San Diego State University-California State University 1998 — 1999
MSBA, Financial and Tax Planning
Bellarmine College Preparatory 1984 — 1988
HS
Brian Cayne Brian Cayne's Vista Equity Partners Experience July 2007 - March 2008
Job Managing Director at Qatalyst Partners
Industry Banking
Experience
Qatalyst Partners March 2008 - Present
Vista Equity Partners July 2007 - March 2008
Credit Suisse July 2004 - July 2007
Education
Princeton University 2000 — 2004
A.B., Economics
Sidwell Friends High School 1996 — 2000
Qatalyst Partners March 2008 - Present
Vista Equity Partners July 2007 - March 2008
Credit Suisse July 2004 - July 2007
Education
Princeton University 2000 — 2004
A.B., Economics
Sidwell Friends High School 1996 — 2000
Jeremy Thatcher Jeremy Thatcher's Vista Equity Partners Experience September 2014 - Present
Job VP, Finance at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners September 2014 - Present
Insignia Capital Group May 2013 - September 2014
Standish Management, LLC June 2012 - September 2014
Calera Capital September 2007 - June 2012
Friedman Fleischer & Lowe 2001 - 2007
Meritus Research 1999 - 2001
PwC 1997 - 1999
Deloitte & Touche 1996 - 1997
Skills
Private Equity
Education
Brigham Young University 1991 — 1996
BS, Accounting
Vista Equity Partners September 2014 - Present
Insignia Capital Group May 2013 - September 2014
Standish Management, LLC June 2012 - September 2014
Calera Capital September 2007 - June 2012
Friedman Fleischer & Lowe 2001 - 2007
Meritus Research 1999 - 2001
PwC 1997 - 1999
Deloitte & Touche 1996 - 1997
Skills
Private Equity
Education
Brigham Young University 1991 — 1996
BS, Accounting
Alan Cline's Vista Equity Partners Experience October 2008 - Present
Job
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners October 2008 - Present
Accretive LLC April 2006 - July 2008
Vista Equity Partners May 2001 - February 2006
SRC Software June 2003 - July 2004
Fandango, Inc. February 2000 - March 2001
Goldman, Sachs & Co. August 1998 - January 2000
Goldman, Sachs & Co. August 1994 - July 1996
Skills
Mergers, Private Equity, Corporate Development, SaaS, Financial Modeling, Business Strategy, Investment Banking, Product Management, Entrepreneurship, Valuation, Due Diligence, Start-ups, Strategy, Mergers & Acquisitions, Strategic Partnerships, Venture Capital, M&A experience, Management Consulting
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
University of Virginia 1990 — 1994
BS
Vista Equity Partners October 2008 - Present
Accretive LLC April 2006 - July 2008
Vista Equity Partners May 2001 - February 2006
SRC Software June 2003 - July 2004
Fandango, Inc. February 2000 - March 2001
Goldman, Sachs & Co. August 1998 - January 2000
Goldman, Sachs & Co. August 1994 - July 1996
Skills
Mergers, Private Equity, Corporate Development, SaaS, Financial Modeling, Business Strategy, Investment Banking, Product Management, Entrepreneurship, Valuation, Due Diligence, Start-ups, Strategy, Mergers & Acquisitions, Strategic Partnerships, Venture Capital, M&A experience, Management Consulting
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
University of Virginia 1990 — 1994
BS
Harjot Sachdeva's Vista Equity Partners Experience August 2013 - Present
Job Portfolio Operations Executive at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2013 - Present
JDA Software August 2011 - July 2013
JDA Software January 2010 - July 2011
i2 Technologies Inc. September 2005 - December 2009
Skills
Supply Chain Management, Product Management, Management Consulting, IT Strategy, Account Management, Risk Management, Contract Negotiation, Business Operations, Executive Relationship, Cross-functional Team..., Supply Chain, Start-ups, Business Strategy, Program Management, Strategy, Process Improvement, Business Process..., Mergers, Business Development, Product Marketing, Mergers & Acquisitions, Enterprise Software, Thought Leadership, Business Process, P&L Management, Business Intelligence, Management, SaaS, Sales, Consulting, Business Analysis, CRM
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Strategy, Marketing
University of Cincinnati 1995 — 1997
MS, Industrial Engineering
Delhi College of Engineering 1990 — 1994
B.E., Mechanical Engineering
Vista Equity Partners August 2013 - Present
JDA Software August 2011 - July 2013
JDA Software January 2010 - July 2011
i2 Technologies Inc. September 2005 - December 2009
Skills
Supply Chain Management, Product Management, Management Consulting, IT Strategy, Account Management, Risk Management, Contract Negotiation, Business Operations, Executive Relationship, Cross-functional Team..., Supply Chain, Start-ups, Business Strategy, Program Management, Strategy, Process Improvement, Business Process..., Mergers, Business Development, Product Marketing, Mergers & Acquisitions, Enterprise Software, Thought Leadership, Business Process, P&L Management, Business Intelligence, Management, SaaS, Sales, Consulting, Business Analysis, CRM
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Strategy, Marketing
University of Cincinnati 1995 — 1997
MS, Industrial Engineering
Delhi College of Engineering 1990 — 1994
B.E., Mechanical Engineering
Sean Turner's Vista Equity Partners Experience August 2012 - Present
Job Portfolio Operations Executive at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Greenway Health (a Vista Equity Partners portfolio company) June 2013 - Present
Vista Equity Partners August 2012 - Present
Barclays Capital July 2010 - July 2012
Heidrick & Struggles March 2009 - June 2010
Credit Suisse June 2003 - 2009
Clarent Corporation 1999 - 2001
Credit Suisse (DMG Technology Group)- Technology Banking 1997 - 1999
Deloitte & Touche 1996 - 1997
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1994 — 1996
BS
Stanford University 1991 — 1993
Greenway Health (a Vista Equity Partners portfolio company) June 2013 - Present
Vista Equity Partners August 2012 - Present
Barclays Capital July 2010 - July 2012
Heidrick & Struggles March 2009 - June 2010
Credit Suisse June 2003 - 2009
Clarent Corporation 1999 - 2001
Credit Suisse (DMG Technology Group)- Technology Banking 1997 - 1999
Deloitte & Touche 1996 - 1997
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1994 — 1996
BS
Stanford University 1991 — 1993
David Woodard's Vista Equity Partners Experience February 2012 - Present
Job Desktop Systems Administrator at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners February 2012 - Present
North Central State College March 2010 - February 2012
North Central Ohio Computer Cooperative October 2005 - February 2012
Adecco Technical July 2007 - April 2011
Commercial Savings Bank February 2003 - August 2005
Macola Software / Exact Software North America February 1998 - October 2003
AmeriSource, Inc May 1997 - February 1998
KeyBank May 1994 - May 1997
Skills
Terminal Services, Active Directory, Security+, MCSE, WSUS, MySQL, SQL, Cisco Call Manager, Cisco Unity, LAMP, PHP, Zenoss, ITIL, Windows Server, Windows, NAS, VBA, VMware, Citrix Metaframe, Apache, Cisco, Ubuntu, Windows Server 2003, Servers, Network Security, Printers, HTML, SQL Server, Novell, DHCP, Windows Server 2008, DNS, CSS, VMware ESX, XP, Windows 7, System Administration, Virtualization, Troubleshooting, TCP/IP, Microsoft Office, Linux, Software Installation, Network Administration, FTP
Education
University of Findlay
BA, Business Administration
Vista Equity Partners February 2012 - Present
North Central State College March 2010 - February 2012
North Central Ohio Computer Cooperative October 2005 - February 2012
Adecco Technical July 2007 - April 2011
Commercial Savings Bank February 2003 - August 2005
Macola Software / Exact Software North America February 1998 - October 2003
AmeriSource, Inc May 1997 - February 1998
KeyBank May 1994 - May 1997
Skills
Terminal Services, Active Directory, Security+, MCSE, WSUS, MySQL, SQL, Cisco Call Manager, Cisco Unity, LAMP, PHP, Zenoss, ITIL, Windows Server, Windows, NAS, VBA, VMware, Citrix Metaframe, Apache, Cisco, Ubuntu, Windows Server 2003, Servers, Network Security, Printers, HTML, SQL Server, Novell, DHCP, Windows Server 2008, DNS, CSS, VMware ESX, XP, Windows 7, System Administration, Virtualization, Troubleshooting, TCP/IP, Microsoft Office, Linux, Software Installation, Network Administration, FTP
Education
University of Findlay
BA, Business Administration
Alex Auchter's Vista Equity Partners Experience July 2008 - July 2010
Job Finance/Consulting/M&A
Industry Financial Services
Experience
Vista Consulting Group August 2014 - Present
SumTotal Systems July 2010 - July 2014
Vista Equity Partners July 2008 - July 2010
Google inc. October 2007 - June 2008
Matsushita Electric Works July 2006 - September 2006
Bosch Palo Alto Research Lab July 2005 - August 2005
Skills
Private Equity, SaaS, Start-ups, Financial Modeling, Strategy, Business Strategy, Analytics, Business Development, Venture Capital, Lead Generation, Entrepreneurship, Enterprise Software, Leadership, Financial Analysis, Forecasting, Salesforce.com, Product Management, Competitive Analysis
Education
Stanford University 2003 — 2007
BS, Electrical Engineering
Portsmouth Grammar School 1997 — 2003
Vista Consulting Group August 2014 - Present
SumTotal Systems July 2010 - July 2014
Vista Equity Partners July 2008 - July 2010
Google inc. October 2007 - June 2008
Matsushita Electric Works July 2006 - September 2006
Bosch Palo Alto Research Lab July 2005 - August 2005
Skills
Private Equity, SaaS, Start-ups, Financial Modeling, Strategy, Business Strategy, Analytics, Business Development, Venture Capital, Lead Generation, Entrepreneurship, Enterprise Software, Leadership, Financial Analysis, Forecasting, Salesforce.com, Product Management, Competitive Analysis
Education
Stanford University 2003 — 2007
BS, Electrical Engineering
Portsmouth Grammar School 1997 — 2003
Ron Cano's Vista Equity Partners Experience August 2011 - February 2014
Job Vice President at K1 Capital Advisors
Industry Investment Management
Experience
K1 Capital Advisors March 2014 - Present
Vista Equity Partners August 2011 - February 2014
Clearlake Capital Group March 2010 - August 2010
Thomson January 2007 - May 2009
Urban Futures, Inc. February 2006 - January 2007
Bear, Stearns & Co. Inc. June 2004 - February 2006
Education
Stanford University Graduate School of Business 2009 — 2011
Georgetown University - The McDonough School of Business 2000 — 2004
K1 Capital Advisors March 2014 - Present
Vista Equity Partners August 2011 - February 2014
Clearlake Capital Group March 2010 - August 2010
Thomson January 2007 - May 2009
Urban Futures, Inc. February 2006 - January 2007
Bear, Stearns & Co. Inc. June 2004 - February 2006
Education
Stanford University Graduate School of Business 2009 — 2011
Georgetown University - The McDonough School of Business 2000 — 2004
Steven White's Vista Equity Partners Experience August 2014 - Present
Job Private Equity at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2014 - Present
TPG Capital August 2012 - August 2014
Moelis & Company June 2010 - August 2012
Moelis & Company June 2009 - August 2009
Circos.com June 2008 - January 2009
Bernstein Global Wealth Management June 2007 - September 2007
Fritz Institute July 2005 - September 2005
Skills
Social Media, Online Advertising, SEO, Financial Modeling, Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Hedge Funds, Corporate Finance, Capital Markets, Investments, Due Diligence, Financial Analysis, Mergers, Asset Managment, Business Development, Finance, Start-ups
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Menlo School 2002 — 2006
Vista Equity Partners August 2014 - Present
TPG Capital August 2012 - August 2014
Moelis & Company June 2010 - August 2012
Moelis & Company June 2009 - August 2009
Circos.com June 2008 - January 2009
Bernstein Global Wealth Management June 2007 - September 2007
Fritz Institute July 2005 - September 2005
Skills
Social Media, Online Advertising, SEO, Financial Modeling, Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Hedge Funds, Corporate Finance, Capital Markets, Investments, Due Diligence, Financial Analysis, Mergers, Asset Managment, Business Development, Finance, Start-ups
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Menlo School 2002 — 2006
Declan Hurley's Vista Equity Partners Experience July 2015 - Present
Job Records Manager at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners July 2015 - Present
BNY Mellon August 2010 - June 2015
Towers Perrin April 2008 - June 2009
Blum Capital Partners August 2004 - February 2008
Howard Rice June 1998 - August 2004
Skills
Records Management, Project Management, Risk Management, Private Equity, Financial Services
Education
Cork Institute of Technology 1984 — 1988
Vista Equity Partners July 2015 - Present
BNY Mellon August 2010 - June 2015
Towers Perrin April 2008 - June 2009
Blum Capital Partners August 2004 - February 2008
Howard Rice June 1998 - August 2004
Skills
Records Management, Project Management, Risk Management, Private Equity, Financial Services
Education
Cork Institute of Technology 1984 — 1988
Thomas Lumpkin's Vista Equity Partners Experience December 2013 - August 2014
Job Senior Research Associate at Vista Investment Partners
Industry Financial Services
Experience
Vista Investment Partners August 2014 - Present
Vista Equity Partners December 2013 - August 2014
Vista Equity Partners December 2011 - December 2013
Vista Equity Partners July 2009 - December 2011
Vista Equity Partners June 2008 - August 2008
Interval International June 2006 - August 2006
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science in Engineering, Systems Science and Engineering
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Finance, OPIM, Entrepreneurship
Vista Investment Partners August 2014 - Present
Vista Equity Partners December 2013 - August 2014
Vista Equity Partners December 2011 - December 2013
Vista Equity Partners July 2009 - December 2011
Vista Equity Partners June 2008 - August 2008
Interval International June 2006 - August 2006
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science in Engineering, Systems Science and Engineering
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Finance, OPIM, Entrepreneurship
Jyoti Gupta's Vista Equity Partners Experience January 2013 - August 2014
Job Portfolio Manager at Texas Treasury Safekeeping Trust Company
Industry Investment Management
Experience
Texas Treasury Safekeeping Trust Company August 2015 - Present
Vista Equity Partners January 2013 - August 2014
Teacher Retirement System of Texas June 2007 - April 2010
Teacher Retirement System of Texas January 2002 - June 2007
Skills
Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Investments, Private Equity, Financial Modeling, Valuation, Asset Allocation, Equity Research, Bloomberg, Investment Strategies, Emerging Markets, Due Diligence, Capital Markets, Financial Analysis, Mutual Funds
Education
Tulane University - A.B. Freeman School of Business 1993 — 1996
Master of Business Administration (MBA)
Louisiana State University and Agricultural and Mechanical College 1989 — 1993
Bachelor of Science (BS)
Texas Treasury Safekeeping Trust Company August 2015 - Present
Vista Equity Partners January 2013 - August 2014
Teacher Retirement System of Texas June 2007 - April 2010
Teacher Retirement System of Texas January 2002 - June 2007
Skills
Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Investments, Private Equity, Financial Modeling, Valuation, Asset Allocation, Equity Research, Bloomberg, Investment Strategies, Emerging Markets, Due Diligence, Capital Markets, Financial Analysis, Mutual Funds
Education
Tulane University - A.B. Freeman School of Business 1993 — 1996
Master of Business Administration (MBA)
Louisiana State University and Agricultural and Mechanical College 1989 — 1993
Bachelor of Science (BS)
Christine Pastore's Vista Equity Partners Experience March 2013 - Present
Job Senior Vice President, Head of Investor Relations
Industry Financial Services
Experience
Vista Equity Partners March 2013 - Present
iLevel Solutions July 2012 - February 2013
State of New Jersey September 2010 - March 2012
State of New Jersey, Division of Investment January 2005 - October 2010
State of New Jersey 2002 - 2005
Skills
Alternative Investments, Private Equity, Venture Capital, Asset Managment, Investments, Portfolio Management, Investment Strategies, Asset Management, Investment Management, Due Diligence, Investor Relations, Business Strategy, Financial Modeling, Hedge Funds, Investment Banking, Mergers, Valuation
Education
Rider University 1988 — 2003
BS and MBA, Finance
Vista Equity Partners March 2013 - Present
iLevel Solutions July 2012 - February 2013
State of New Jersey September 2010 - March 2012
State of New Jersey, Division of Investment January 2005 - October 2010
State of New Jersey 2002 - 2005
Skills
Alternative Investments, Private Equity, Venture Capital, Asset Managment, Investments, Portfolio Management, Investment Strategies, Asset Management, Investment Management, Due Diligence, Investor Relations, Business Strategy, Financial Modeling, Hedge Funds, Investment Banking, Mergers, Valuation
Education
Rider University 1988 — 2003
BS and MBA, Finance
Cecilia Kwan's Vista Equity Partners Experience April 2015 - Present
Job Director of Finance at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners April 2015 - Present
Blum Capital Partners June 2005 - April 2015
Delphi Ventures April 2004 - June 2005
Ernst & Young LLP 2001 - 2004
Education
San Francisco State University 1997 — 2002
MBA, Finance
San Francisco State University 1994 — 1996
BS, Accounting
Vista Equity Partners April 2015 - Present
Blum Capital Partners June 2005 - April 2015
Delphi Ventures April 2004 - June 2005
Ernst & Young LLP 2001 - 2004
Education
San Francisco State University 1997 — 2002
MBA, Finance
San Francisco State University 1994 — 1996
BS, Accounting
Jessica Segal's Vista Equity Partners Experience April 2015 - Present
Job Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners April 2015 - Present
Farallon Capital Management October 2012 - April 2015
Elliott Management Corporation January 2010 - October 2012
Morgan Stanley 2003 - 2009
Skills
Private Equity, Hedge Funds, Alternative Investments, Investments, Asset Management, Equities, Valuation, Investment Banking, Portfolio Management, Asset Managment, Equity Research, Investment Management, Due Diligence, Investor Relations, Capital Markets, Financial Modeling
Education
Harvard Business School 1999 — 2001
mba
Dartmouth College
Vista Equity Partners April 2015 - Present
Farallon Capital Management October 2012 - April 2015
Elliott Management Corporation January 2010 - October 2012
Morgan Stanley 2003 - 2009
Skills
Private Equity, Hedge Funds, Alternative Investments, Investments, Asset Management, Equities, Valuation, Investment Banking, Portfolio Management, Asset Managment, Equity Research, Investment Management, Due Diligence, Investor Relations, Capital Markets, Financial Modeling
Education
Harvard Business School 1999 — 2001
mba
Dartmouth College
Jana Hendry's Vista Equity Partners Experience August 2010 - Present
Job Office Manager at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners August 2010 - Present
Vista Equity Partners May 2008 - August 2010
William Blair and Company October 2005 - April 2008
State of Nebraska August 2004 - September 2005
State of Nebraska May 2003 - August 2004
Lycee Dumont d'Urville October 2002 - April 2003
Education
Doane College 1998 — 2002
BA, English, French, Secondary Education
Vista Equity Partners August 2010 - Present
Vista Equity Partners May 2008 - August 2010
William Blair and Company October 2005 - April 2008
State of Nebraska August 2004 - September 2005
State of Nebraska May 2003 - August 2004
Lycee Dumont d'Urville October 2002 - April 2003
Education
Doane College 1998 — 2002
BA, English, French, Secondary Education
Pamela Ott, CPA's Vista Equity Partners Experience 2002 - Present
Job Controller at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners 2002 - Present
Chart One 1999 - 2002
Prism Solutions, LLC 1997 - 1999
Kensington Microware 1992 - 1997
Harima USA, Inc. 1990 - 1992
Skills
Accounting, Financial Reporting, Budgeting, Private Equity, Auditing, Venture Capital, Financial Analysis, Payroll, Budgets, Financial Modeling, Sarbanes-Oxley Act
Education
San Francisco State University, College of Business 1986 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Immaculate Conception Academy 1982 — 1986
Golden Gate University
Master of Business Administration (MBA)
Vista Equity Partners 2002 - Present
Chart One 1999 - 2002
Prism Solutions, LLC 1997 - 1999
Kensington Microware 1992 - 1997
Harima USA, Inc. 1990 - 1992
Skills
Accounting, Financial Reporting, Budgeting, Private Equity, Auditing, Venture Capital, Financial Analysis, Payroll, Budgets, Financial Modeling, Sarbanes-Oxley Act
Education
San Francisco State University, College of Business 1986 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Immaculate Conception Academy 1982 — 1986
Golden Gate University
Master of Business Administration (MBA)
Pamela Ott, CPA's Vista Equity Partners Experience January 2002 - Present
Job Controller at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners January 2002 - Present
ChartOne, Inc 1999 - 2002
Prism Solutions 1997 - 1999
Kensington 1992 - 1997
Harima USA, Inc. 1990 - 1992
Skills
Private Equity, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Accounting
Golden Gate University
Master of Business Administration (M.B.A.), Finance, General
Immaculate Conception Academy
High School
Vista Equity Partners January 2002 - Present
ChartOne, Inc 1999 - 2002
Prism Solutions 1997 - 1999
Kensington 1992 - 1997
Harima USA, Inc. 1990 - 1992
Skills
Private Equity, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Accounting
Golden Gate University
Master of Business Administration (M.B.A.), Finance, General
Immaculate Conception Academy
High School
Sathya Shanthakumar's Vista Equity Partners Experience January 2014 - Present
Job Vice President, Investor Relations at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners January 2014 - Present
Silver Lake Partners April 2007 - January 2014
Skills
Private Equity, Investor Relations, Emerging Markets, Alternative Investments, Fund Of Funds, Corporate Development
Education
San Jose State University 2006 — 2009
MBA
Central Michigan University 2004 — 2006
B.S., Accounting
Vista Equity Partners January 2014 - Present
Silver Lake Partners April 2007 - January 2014
Skills
Private Equity, Investor Relations, Emerging Markets, Alternative Investments, Fund Of Funds, Corporate Development
Education
San Jose State University 2006 — 2009
MBA
Central Michigan University 2004 — 2006
B.S., Accounting
Peter Frys's Vista Equity Partners Experience August 2013 - June 2014
Job Director of Strategic Programs at DealerSocket
Industry Venture Capital & Private Equity
Experience
DealerSocket July 2014 - Present
Vista Equity Partners August 2013 - June 2014
McKinsey & Company February 2012 - July 2013
McKinsey & Company October 2009 - January 2012
American Axle & Manufacturing (AAM) 2008 - 2008
Morgan Services 2005 - 2007
Morgan Services 2004 - 2005
Seagate Technology 2003 - 2004
Skills
Lean Manufacturing, Business Strategy, Supply Chain, Logistics, Manufacturing, Strategic Planning, Performance Management, Front Line Leadership, Cross-functional Team..., Operational Excellence, Reliability and..., Front line capability..., Organizational Culture, Capital Program..., Business Process..., Start-ups, Capital Project Planning, Management Consulting, Project Management, Financial Modeling, Professional Services, Enterprise Software, Customer Value..., Voice of the Customer, Product Management, Product Marketing
Education
Massachusetts Institute of Technology 2007 — 2009
MBA/MS, Leaders for Manufacturing Program
Northwestern University 1999 — 2003
BS, Industrial Engineering, Economics
DealerSocket July 2014 - Present
Vista Equity Partners August 2013 - June 2014
McKinsey & Company February 2012 - July 2013
McKinsey & Company October 2009 - January 2012
American Axle & Manufacturing (AAM) 2008 - 2008
Morgan Services 2005 - 2007
Morgan Services 2004 - 2005
Seagate Technology 2003 - 2004
Skills
Lean Manufacturing, Business Strategy, Supply Chain, Logistics, Manufacturing, Strategic Planning, Performance Management, Front Line Leadership, Cross-functional Team..., Operational Excellence, Reliability and..., Front line capability..., Organizational Culture, Capital Program..., Business Process..., Start-ups, Capital Project Planning, Management Consulting, Project Management, Financial Modeling, Professional Services, Enterprise Software, Customer Value..., Voice of the Customer, Product Management, Product Marketing
Education
Massachusetts Institute of Technology 2007 — 2009
MBA/MS, Leaders for Manufacturing Program
Northwestern University 1999 — 2003
BS, Industrial Engineering, Economics
Casey Laine's Vista Equity Partners Experience November 2012 - Present
Job Executive Assistant to Martin Taylor at Vista Equity Partners
Industry Public Relations and Communications
Experience
Vista Equity Partners November 2012 - Present
Cohn & Wolfe September 2010 - December 2012
Humphreys & Partners Architects December 2009 - August 2010
Palomino Restaurant Rotisseria Grill October 2009 - January 2010
TLS Family Healthcare Clinic May 2009 - August 2009
FISH Software, Inc January 2008 - November 2008
Austin Groups for the Elderly August 2007 - December 2007
All State Promotions Inc. March 2007 - December 2007
TOP Photo December 2003 - January 2007
Skills
Event Planning, Social Media, Marketing, Microsoft Office, Microsoft Excel, Event Management, Fundraising, Customer Service, Strategic Planning, Human Resources, Sales, Social Media Marketing, Social Networking, Marketing Strategy, Public Relations, Leadership
Education
The University of Texas at Austin 2003 — 2007
B.S., Pre-Nursing, Human Development & Family Sciences
Vista Equity Partners November 2012 - Present
Cohn & Wolfe September 2010 - December 2012
Humphreys & Partners Architects December 2009 - August 2010
Palomino Restaurant Rotisseria Grill October 2009 - January 2010
TLS Family Healthcare Clinic May 2009 - August 2009
FISH Software, Inc January 2008 - November 2008
Austin Groups for the Elderly August 2007 - December 2007
All State Promotions Inc. March 2007 - December 2007
TOP Photo December 2003 - January 2007
Skills
Event Planning, Social Media, Marketing, Microsoft Office, Microsoft Excel, Event Management, Fundraising, Customer Service, Strategic Planning, Human Resources, Sales, Social Media Marketing, Social Networking, Marketing Strategy, Public Relations, Leadership
Education
The University of Texas at Austin 2003 — 2007
B.S., Pre-Nursing, Human Development & Family Sciences
Chad Blakeman's Vista Equity Partners Experience January 2013 - Present
Job Vista Credit Opportunities at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners January 2013 - Present
Golub Capital 2011 - 2012
Fifth Street Management 2010 - 2011
CastleGuard Partners LLC (successor to Freeport Financial) May 2009 - March 2010
Freeport Financial November 2004 - February 2009
GE Capital September 1997 - November 2004
Skills
Asset Based Lending, Cash Flow, Leveraged Finance, Portfolio Management, Private Equity, Financial Modeling, Corporate Finance, Mezzanine, Mergers, Capital Markets, Structured Finance, Alternative Investments, Hedge Funds, Financial Structuring, Fixed Income, Loan Origination, Credit Analysis, Loans, Secondaries, Deal Sourcing, Private Equity Funding, Principal Investing, Recapitalizations, Growth Capital, Fund Of Funds, Alternative Assets, Deal Execution, Capital Raising, M&A experience, Investments, Risk Management, Bonds, Mergers & Acquisitions, LBO
Education
DePaul University 1988 — 1989
Master of Business Administration (M.B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Commerce (B.Com.), Finance, General
Vista Equity Partners January 2013 - Present
Golub Capital 2011 - 2012
Fifth Street Management 2010 - 2011
CastleGuard Partners LLC (successor to Freeport Financial) May 2009 - March 2010
Freeport Financial November 2004 - February 2009
GE Capital September 1997 - November 2004
Skills
Asset Based Lending, Cash Flow, Leveraged Finance, Portfolio Management, Private Equity, Financial Modeling, Corporate Finance, Mezzanine, Mergers, Capital Markets, Structured Finance, Alternative Investments, Hedge Funds, Financial Structuring, Fixed Income, Loan Origination, Credit Analysis, Loans, Secondaries, Deal Sourcing, Private Equity Funding, Principal Investing, Recapitalizations, Growth Capital, Fund Of Funds, Alternative Assets, Deal Execution, Capital Raising, M&A experience, Investments, Risk Management, Bonds, Mergers & Acquisitions, LBO
Education
DePaul University 1988 — 1989
Master of Business Administration (M.B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Commerce (B.Com.), Finance, General
Charles Guan's Vista Equity Partners Experience 2014 - Present
Job Senior Associate at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners 2014 - Present
Vista Equity Partners 2011 - 2014
Vista Equity Partners 2009 - 2011
Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Mergers & Acquisitions, Corporate Development, Due Diligence, Corporate Finance, Competitive Analysis, Data Analysis, Business Strategy, Capital Markets, Financial Analysis, Industry Research
Education
Stanford University
Bachelor's Degree, Biomechanical Engineering
Vista Equity Partners 2014 - Present
Vista Equity Partners 2011 - 2014
Vista Equity Partners 2009 - 2011
Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Mergers & Acquisitions, Corporate Development, Due Diligence, Corporate Finance, Competitive Analysis, Data Analysis, Business Strategy, Capital Markets, Financial Analysis, Industry Research
Education
Stanford University
Bachelor's Degree, Biomechanical Engineering
Chase Briggs's Vista Equity Partners Experience July 2012 - October 2013
Job Global Business Planning Director at Nike
Industry Investment Management
Experience
Nike November 2013 - Present
Vista Equity Partners July 2012 - October 2013
McCombs School of Business June 2010 - July 2012
Vista Equity Partners January 2012 - June 2012
TGF Management Corp. January 2011 - January 2012
TGF Management Corp. May 2011 - August 2011
BB&T Capital Markets 2003 - 2010
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Corporate Finance, Financial Analysis, Investments, Bloomberg, Capital Markets, Due Diligence, Mergers, Equity Valuation, Business Valuation, Investment Banking, Business Development, Market Research, Banking, Forecasting, Business Strategy, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance / Accounting
University of North Carolina at Chapel Hill 1999 — 2003
BS, Business, Finance
Highland Park High School 1995 — 1999
St. Mark's School of Texas
Nike November 2013 - Present
Vista Equity Partners July 2012 - October 2013
McCombs School of Business June 2010 - July 2012
Vista Equity Partners January 2012 - June 2012
TGF Management Corp. January 2011 - January 2012
TGF Management Corp. May 2011 - August 2011
BB&T Capital Markets 2003 - 2010
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Corporate Finance, Financial Analysis, Investments, Bloomberg, Capital Markets, Due Diligence, Mergers, Equity Valuation, Business Valuation, Investment Banking, Business Development, Market Research, Banking, Forecasting, Business Strategy, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance / Accounting
University of North Carolina at Chapel Hill 1999 — 2003
BS, Business, Finance
Highland Park High School 1995 — 1999
St. Mark's School of Texas
Rachel Stark's Vista Equity Partners Experience April 2015 - Present
Job Sr. Manager FP&A at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners April 2015 - Present
Athleta March 2013 - April 2015
Athleta May 2012 - March 2013
VF Corporation March 2011 - May 2012
Guess? August 2010 - March 2011
Pacific Gas & Electric June 2009 - September 2009
PricewaterhouseCoopers September 2005 - September 2008
Skills
Financial Analysis, Data Analysis, Budgeting, Forecasting, Excel, Strategic Planning, Market Research, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA
University of California, Santa Barbara 2001 — 2005
Business/Economics, Emphasis in Accounting
Vista Equity Partners April 2015 - Present
Athleta March 2013 - April 2015
Athleta May 2012 - March 2013
VF Corporation March 2011 - May 2012
Guess? August 2010 - March 2011
Pacific Gas & Electric June 2009 - September 2009
PricewaterhouseCoopers September 2005 - September 2008
Skills
Financial Analysis, Data Analysis, Budgeting, Forecasting, Excel, Strategic Planning, Market Research, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA
University of California, Santa Barbara 2001 — 2005
Business/Economics, Emphasis in Accounting
Marc Mezzadri's Vista Equity Partners Experience April 2014 - Present
Job Vista Investment Partners/Vista Equity Partners
Industry Investment Management
Experience
Vista Equity Partners April 2014 - Present
Cypress Capital Management 2010 - March 2014
Partner Fund Management (PFM) 2007 - 2009
Banc of America Securities 2000 - 2007
Goldman Sachs 1996 - 2000
Education
Columbia University in the City of New York 1992 — 1996
ba, economics
Vista Equity Partners April 2014 - Present
Cypress Capital Management 2010 - March 2014
Partner Fund Management (PFM) 2007 - 2009
Banc of America Securities 2000 - 2007
Goldman Sachs 1996 - 2000
Education
Columbia University in the City of New York 1992 — 1996
ba, economics
Joseph Giles's Vista Equity Partners Experience July 2013 - July 2014
Job Chief Operating Officer at Athletico Physical Therapy
Industry Medical Practice
Experience
Athletico August 2014 - Present
Vista Equity Partners July 2013 - July 2014
Barclays Investment Bank June 2010 - July 2013
Credit Suisse April 2006 - May 2010
Goldman Sachs April 2004 - March 2006
Citigroup June 2001 - March 2004
Skills
Investments, Investment Banking, Mergers, Hedge Funds, Equities, Mergers & Acquisitions, Strategy, Structured Finance, DCF, LBO, Analysis, Finance, Private Equity, Valuation, Capital Markets, Corporate Finance, Credit, Bloomberg, Corporate Development, Due Diligence, Financial Structuring, Fixed Income, M&A experience, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2001
MBA, Finance
University of Michigan Law School 1998 — 2001
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
BBA, Accounting
Athletico August 2014 - Present
Vista Equity Partners July 2013 - July 2014
Barclays Investment Bank June 2010 - July 2013
Credit Suisse April 2006 - May 2010
Goldman Sachs April 2004 - March 2006
Citigroup June 2001 - March 2004
Skills
Investments, Investment Banking, Mergers, Hedge Funds, Equities, Mergers & Acquisitions, Strategy, Structured Finance, DCF, LBO, Analysis, Finance, Private Equity, Valuation, Capital Markets, Corporate Finance, Credit, Bloomberg, Corporate Development, Due Diligence, Financial Structuring, Fixed Income, M&A experience, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2001
MBA, Finance
University of Michigan Law School 1998 — 2001
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
BBA, Accounting
Faraaz Ahmed's Vista Equity Partners Experience June 2012 - August 2012
Job Founder & CEO at Fliver
Industry Internet
Experience
Fliver October 2014 - Present
PayPerks January 2014 - March 2015
Rose Tech Ventures July 2013 - January 2014
Vista Equity Partners June 2012 - August 2012
AIG Global Investment Group July 2005 - August 2009
Skills
Financial Modeling, Valuation, Private Equity, Analytics, Financial Analysis, Venture Capital, Portfolio Management, Due Diligence, Investments, Alternative Investments
Education
Columbia University in the City of New York 2001 — 2005
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Entrepreneurship
Fliver October 2014 - Present
PayPerks January 2014 - March 2015
Rose Tech Ventures July 2013 - January 2014
Vista Equity Partners June 2012 - August 2012
AIG Global Investment Group July 2005 - August 2009
Skills
Financial Modeling, Valuation, Private Equity, Analytics, Financial Analysis, Venture Capital, Portfolio Management, Due Diligence, Investments, Alternative Investments
Education
Columbia University in the City of New York 2001 — 2005
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Entrepreneurship
Ron Kanter's Vista Equity Partners Experience September 2014 - Present
Job Director of IT at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners September 2014 - Present
Berkeley Research Group LLC March 2011 - August 2014
Dodge & Cox Investment Managers January 1998 - January 2011
Financial Data Service January 1996 - January 2006
Capital Management Sciences January 1988 - January 1998
University of California January 1986 - January 1988
Skills
SharePoint, Project Management, Management, Data Center, Security, Cross-functional Team..., Training, SQL, Analysis, Strategic Planning, Contract Negotiation, Budgets, Portfolio Management, Servers, Testing
Education
University of California, San Diego 1981 — 1986
BA, Cognitive Psychology, Business Economics
Vista Equity Partners September 2014 - Present
Berkeley Research Group LLC March 2011 - August 2014
Dodge & Cox Investment Managers January 1998 - January 2011
Financial Data Service January 1996 - January 2006
Capital Management Sciences January 1988 - January 1998
University of California January 1986 - January 1988
Skills
SharePoint, Project Management, Management, Data Center, Security, Cross-functional Team..., Training, SQL, Analysis, Strategic Planning, Contract Negotiation, Budgets, Portfolio Management, Servers, Testing
Education
University of California, San Diego 1981 — 1986
BA, Cognitive Psychology, Business Economics
Katie Atwood's Vista Equity Partners Experience December 2011 - Present
Job Office Manager and Executive Assistant at Vista Equity Partners
Industry Financial Services
Experience
Vista Equity Partners December 2011 - Present
KKR Capstone March 2011 - December 2011
Greenlite Medicine March 2010 - March 2011
Self-Employed June 2006 - March 2010
Skills
Process Scheduler, Event Planning, Calendaring, Administrative..., Invoicing, Office Management, Expense Reports, Outlook, Filing, Confidentiality, Travel Arrangements, Office Administration
Education
DePaul University 2008 — 2010
Early Childhood Education
Vista Equity Partners December 2011 - Present
KKR Capstone March 2011 - December 2011
Greenlite Medicine March 2010 - March 2011
Self-Employed June 2006 - March 2010
Skills
Process Scheduler, Event Planning, Calendaring, Administrative..., Invoicing, Office Management, Expense Reports, Outlook, Filing, Confidentiality, Travel Arrangements, Office Administration
Education
DePaul University 2008 — 2010
Early Childhood Education
Anika Agarwal's Vista Equity Partners Experience 2011 - 2014
Job Investment Professional at Insight Venture Partners
Industry Venture Capital & Private Equity
Experience
Insight Venture Partners 2014 - Present
Vista Equity Partners 2011 - 2014
Mayfield Fund 2010 - 2011
Stanford Graduate School of Business 2008 - 2010
Mayfield Fund June 2009 - August 2009
Goldman Sachs Principal Investment Area 2007 - 2008
Lehman Brothers Technology Investment Banking Group 2005 - 2007
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Castilleja School
Stanford University
BS, Computer Science
Insight Venture Partners 2014 - Present
Vista Equity Partners 2011 - 2014
Mayfield Fund 2010 - 2011
Stanford Graduate School of Business 2008 - 2010
Mayfield Fund June 2009 - August 2009
Goldman Sachs Principal Investment Area 2007 - 2008
Lehman Brothers Technology Investment Banking Group 2005 - 2007
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Castilleja School
Stanford University
BS, Computer Science
Evan Laney's Vista Equity Partners Experience April 2013 - May 2014
Job Desktop Systems Administrator at Vista Equity Partners
Industry Information Technology and Services
Experience
Vista Equity Partners April 2013 - May 2014
Banner & Witcoff, Ltd. April 2008 - March 2013
National Defense University 2007 - 2008
Skills
Printers, Windows 7, Windows Server 2008, Citrix, SharePoint, iManage, Adobe Acrobat, Microsoft Office, System Deployment, Group Policy, Powershell, Scripting, Active Directory, Dell Desktops, HP Printers, Lexmark, Imaging, Norton Ghost, lenovo laptops, XenApp, XenDesktop, Tandberg, DeskSite, FileSite, imPrivate, WatchDog, Camtasia, Avaya Site..., Brightmail
Education
The George Washington University 2006 — 2008
Master of Arts (MA), Military History, 3.8
Texas Tech University 2001 — 2005
Bachelor of Arts (B.A.), History, 3.5
Vista Equity Partners April 2013 - May 2014
Banner & Witcoff, Ltd. April 2008 - March 2013
National Defense University 2007 - 2008
Skills
Printers, Windows 7, Windows Server 2008, Citrix, SharePoint, iManage, Adobe Acrobat, Microsoft Office, System Deployment, Group Policy, Powershell, Scripting, Active Directory, Dell Desktops, HP Printers, Lexmark, Imaging, Norton Ghost, lenovo laptops, XenApp, XenDesktop, Tandberg, DeskSite, FileSite, imPrivate, WatchDog, Camtasia, Avaya Site..., Brightmail
Education
The George Washington University 2006 — 2008
Master of Arts (MA), Military History, 3.8
Texas Tech University 2001 — 2005
Bachelor of Arts (B.A.), History, 3.5
David Breach's Vista Equity Partners Experience January 2015 - Present
Job Principal, Chief Operating Officer and Chief Legal Officer at Vista Equity Partners
Industry Law Practice
Experience
Vista Equity Partners January 2015 - Present
Kirkland & Ellis LLP 2000 - 2014
Education
University of Michigan Law School 1991 — 1994
jd, law
Plymouth Salem High School
Vista Equity Partners January 2015 - Present
Kirkland & Ellis LLP 2000 - 2014
Education
University of Michigan Law School 1991 — 1994
jd, law
Plymouth Salem High School
tim ang's Vista Equity Partners Experience June 2015 - Present
Job Sr. Accountant at Vista Equity Partners
Industry Accounting
Experience
Vista Equity Partners June 2015 - Present
Calera Corporation July 2010 - June 2015
Calera Corporation August 2009 - June 2010
Phoenix Technologies April 2008 - June 2009
PnL Management September 2007 - April 2008
New Focus, Here's Life Inner City, Campus Crusade for Christ September 2006 - August 2007
Education
Santa Clara University 2010 — 2011
Certification of Advanced Accounting Proficiency, Accounting, 3.5
University of California, Irvine 2001 — 2005
B.A., Economics
Vista Equity Partners June 2015 - Present
Calera Corporation July 2010 - June 2015
Calera Corporation August 2009 - June 2010
Phoenix Technologies April 2008 - June 2009
PnL Management September 2007 - April 2008
New Focus, Here's Life Inner City, Campus Crusade for Christ September 2006 - August 2007
Education
Santa Clara University 2010 — 2011
Certification of Advanced Accounting Proficiency, Accounting, 3.5
University of California, Irvine 2001 — 2005
B.A., Economics
Matt Johnson's Vista Equity Partners Experience July 2010 - March 2014
Job Senior Associate at Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners September 2014 - Present
Vista Equity Partners July 2010 - March 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Private Equity, Strategy, Corporate Finance, M&A experience, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2003 — 2008
BSB, Finance, Entrepreneurial Management
Marlin Equity Partners September 2014 - Present
Vista Equity Partners July 2010 - March 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Valuation, Investment Banking, Financial Modeling, LBO, Private Equity, Strategy, Corporate Finance, M&A experience, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2003 — 2008
BSB, Finance, Entrepreneurial Management
Matthew Potter's Vista Equity Partners Experience July 2013 - Present
Job Associate at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2013 - Present
Financial Technology Partners October 2010 - March 2013
JP Morgan June 2010 - August 2010
Growthink June 2009 - April 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital IQ, Corporate Finance, DCF, LBO, Mergers, Business Valuation, Capital Markets, Due Diligence, Equity Valuation, Industry Research, Equity Research, Enterprise Valuation, M&A experience, DCF Valuation, Mergers & Acquisitions, Corporate Development, Private Equity
Education
University of Southern California 2006 — 2010
BS, Business Administration
Vista Equity Partners July 2013 - Present
Financial Technology Partners October 2010 - March 2013
JP Morgan June 2010 - August 2010
Growthink June 2009 - April 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital IQ, Corporate Finance, DCF, LBO, Mergers, Business Valuation, Capital Markets, Due Diligence, Equity Valuation, Industry Research, Equity Research, Enterprise Valuation, M&A experience, DCF Valuation, Mergers & Acquisitions, Corporate Development, Private Equity
Education
University of Southern California 2006 — 2010
BS, Business Administration
Christina Lema's Vista Equity Partners Experience February 2012 - Present
Job General Counsel at Vista Equity Partners
Industry Law Practice
Experience
Vista Equity Partners February 2012 - Present
Kirkland & Ellis LLP October 2006 - January 2012
Skills
Private Equity, Corporate Law, Due Diligence, Mergers & Acquisitions, Intellectual Property
Education
Columbia University School of Law 2003 — 2006
JD
University of Pennsylvania 1998 — 2002
BA, Economics; Spanish
University of Chicago Laboratory High School
Vista Equity Partners February 2012 - Present
Kirkland & Ellis LLP October 2006 - January 2012
Skills
Private Equity, Corporate Law, Due Diligence, Mergers & Acquisitions, Intellectual Property
Education
Columbia University School of Law 2003 — 2006
JD
University of Pennsylvania 1998 — 2002
BA, Economics; Spanish
University of Chicago Laboratory High School
Kristen Vetter's Vista Equity Partners Experience October 2011 - Present
Job Executive Assistant
Industry Financial Services
Experience
Vista Equity Partners October 2011 - Present
PSAM May 2007 - June 2011
Education
Texas State University 2001 — 2005
BS, Criminal Justice
Vista Equity Partners October 2011 - Present
PSAM May 2007 - June 2011
Education
Texas State University 2001 — 2005
BS, Criminal Justice
Gina Kenney's Vista Equity Partners Experience May 2015 - Present
Job Executive Assistant at Vista Equity Partners
Industry Human Resources
Experience
Vista Equity Partners May 2015 - Present
HireBetter November 2013 - May 2015
Adometry February 2013 - November 2013
Bazaarvoice May 2009 - November 2012
Kampfe de Stijl Architecture + Interiors September 2008 - April 2009
BancVue, Ltd October 2006 - March 2008
Austin Ventures September 2000 - October 2006
Texas Medical Association 1998 - 1999
Skills
SaaS, Start-ups, Management, Product Management, Marketing, Team Building, Strategic Partnerships, Entrepreneurship, E-commerce, Cloud Computing, Salesforce.com, Analytics, Enterprise Software, Project Management, Team Leadership, Business Development, Strategy, Leadership, CRM, Program Management, Sales
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Vista Equity Partners May 2015 - Present
HireBetter November 2013 - May 2015
Adometry February 2013 - November 2013
Bazaarvoice May 2009 - November 2012
Kampfe de Stijl Architecture + Interiors September 2008 - April 2009
BancVue, Ltd October 2006 - March 2008
Austin Ventures September 2000 - October 2006
Texas Medical Association 1998 - 1999
Skills
SaaS, Start-ups, Management, Product Management, Marketing, Team Building, Strategic Partnerships, Entrepreneurship, E-commerce, Cloud Computing, Salesforce.com, Analytics, Enterprise Software, Project Management, Team Leadership, Business Development, Strategy, Leadership, CRM, Program Management, Sales
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Gwen Reinke's Vista Equity Partners Experience 2014 - Present
Job Chief Compliance Officer at Vista Equity Partners
Industry Investment Management
Experience
Vista Equity Partners 2014 - Present
Blum Capital Partners 2011 - 2014
Skills
Private Equity, Hedge Funds, Private Placements, Corporate Governance, Due Diligence, Alternative Investments, Investment Company Act, Investment Advisers Act, Mergers & Acquisitions, Securities, Securities Regulation, Mergers, Investment Advisor..., Securities Offerings, Private Equity Funding
Education
University of California Los Angeles 1978 — 1982
Bachelor of Arts (B.A.), Business Economics
University of San Francisco School of Law
Doctor of Law (J.D.)
Vista Equity Partners 2014 - Present
Blum Capital Partners 2011 - 2014
Skills
Private Equity, Hedge Funds, Private Placements, Corporate Governance, Due Diligence, Alternative Investments, Investment Company Act, Investment Advisers Act, Mergers & Acquisitions, Securities, Securities Regulation, Mergers, Investment Advisor..., Securities Offerings, Private Equity Funding
Education
University of California Los Angeles 1978 — 1982
Bachelor of Arts (B.A.), Business Economics
University of San Francisco School of Law
Doctor of Law (J.D.)
Daniel Sullivan's Vista Equity Partners Experience July 2014 - Present
Job Analyst at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2014 - Present
Houlihan Lokey July 2013 - August 2013
Delaware Office of Economic Development (DEDO) May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Teamwork, Public Speaking, English
Education
Georgetown University 2010 — 2014
BSBA, Finance, General - McDonough School of Business
Oxford University 2012 — 2012
Comparative Strategic Management Summer Program
Vista Equity Partners July 2014 - Present
Houlihan Lokey July 2013 - August 2013
Delaware Office of Economic Development (DEDO) May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Teamwork, Public Speaking, English
Education
Georgetown University 2010 — 2014
BSBA, Finance, General - McDonough School of Business
Oxford University 2012 — 2012
Comparative Strategic Management Summer Program
Nicolas Stahl, CFA's Vista Equity Partners Experience July 2012 - Present
Job Senior Associate at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2012 - Present
- March 2014 - Present
Financial Technology Partners February 2010 - June 2012
Education
University of Denver - Daniels College of Business
Master of Science (MS), Finance
University of Denver - Daniels College of Business
Bachelor of Science (BS), Finance
Vista Equity Partners July 2012 - Present
- March 2014 - Present
Financial Technology Partners February 2010 - June 2012
Education
University of Denver - Daniels College of Business
Master of Science (MS), Finance
University of Denver - Daniels College of Business
Bachelor of Science (BS), Finance
Martin Taylor's Vista Equity Partners Experience November 2006 - Present
Job Principal at Vista Equity Partners, President Vista Consulting Group
Industry Investment Management
Experience
Vista Equity Partners November 2006 - Present
Microsoft January 1993 - June 2006
Education
George Mason University 1987 — 1992
Vista Equity Partners November 2006 - Present
Microsoft January 1993 - June 2006
Education
George Mason University 1987 — 1992
Janaki Patel, CPA's Vista Equity Partners Experience August 2014 - Present
Job Data & Reporting Analyst at Vista Equity Partners
Industry Information Technology and Services
Experience
Vista Equity Partners August 2014 - Present
Oracle January 2014 - August 2014
BigMachines (Acquired by Oracle in Dec. 2013) May 2012 - December 2013
D. R. Thakkar & Co. December 2006 - June 2010
Skills
Accounting, Finance, Financial Analysis, Microsoft Excel, Financial Accounting, GAAP, Salesforce.com, Financial Reporting, Corporate Finance, Strategic Financial..., Sales Compensation, Deferred Compensation, Multi-State Sales Tax, Revenue Analysis, Deferred Revenue, Sales Commissions
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
National Association of State Boards of Accountancy 2011 — 2011
CPA
Institute of Chartered Accountants of India 2006 — 2010
CA
Gujarat University 2006 — 2011
Masters & Bachelors
Vista Equity Partners August 2014 - Present
Oracle January 2014 - August 2014
BigMachines (Acquired by Oracle in Dec. 2013) May 2012 - December 2013
D. R. Thakkar & Co. December 2006 - June 2010
Skills
Accounting, Finance, Financial Analysis, Microsoft Excel, Financial Accounting, GAAP, Salesforce.com, Financial Reporting, Corporate Finance, Strategic Financial..., Sales Compensation, Deferred Compensation, Multi-State Sales Tax, Revenue Analysis, Deferred Revenue, Sales Commissions
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
National Association of State Boards of Accountancy 2011 — 2011
CPA
Institute of Chartered Accountants of India 2006 — 2010
CA
Gujarat University 2006 — 2011
Masters & Bachelors
Jane Johnstone's Vista Equity Partners Experience April 2015 - Present
Job Compliance Manager at Vista Equity Partners
Industry Investment Management
Experience
Vista Equity Partners April 2015 - Present
Arnold & Porter LLP February 2008 - April 2015
Blum Capital Partners, L.P. July 2002 - January 2007
Cooley LLP 1996 - 2002
Skills
Corporate Governance, Corporate Law, Securities, Regulatory Compliance, Mergers & Acquisitions, Private Equity, Venture Capital, Hedge Funds, Start-ups
Education
Boston College 1981 — 1984
BA, Political Science/History
Vista Equity Partners April 2015 - Present
Arnold & Porter LLP February 2008 - April 2015
Blum Capital Partners, L.P. July 2002 - January 2007
Cooley LLP 1996 - 2002
Skills
Corporate Governance, Corporate Law, Securities, Regulatory Compliance, Mergers & Acquisitions, Private Equity, Venture Capital, Hedge Funds, Start-ups
Education
Boston College 1981 — 1984
BA, Political Science/History
Julia Ji's Vista Equity Partners Experience May 2012 - December 2012
Job Federal Tax Associate at KPMG
Industry Accounting
Experience
KPMG US October 2014 - Present
Vista Equity Partners May 2012 - December 2012
Chinese Community Health Resource Center November 2011 - December 2012
Volunteer Income Tax Assistant Program March 2011 - April 2012
Skills
Accounting, QuickBooks, Financial Analysis, Bookkeeping, Tax Preparation, Microsoft Excel, Lacerte, Financial Accounting, Tax, Financial Reporting, TaxWise
Education
The University of Texas at Austin 2013 — 2014
Master in Professional Accounting
San Francisco State University, College of Business 2011 — 2012
Accounting and Business/Management
KPMG US October 2014 - Present
Vista Equity Partners May 2012 - December 2012
Chinese Community Health Resource Center November 2011 - December 2012
Volunteer Income Tax Assistant Program March 2011 - April 2012
Skills
Accounting, QuickBooks, Financial Analysis, Bookkeeping, Tax Preparation, Microsoft Excel, Lacerte, Financial Accounting, Tax, Financial Reporting, TaxWise
Education
The University of Texas at Austin 2013 — 2014
Master in Professional Accounting
San Francisco State University, College of Business 2011 — 2012
Accounting and Business/Management
Erika Cea's Vista Equity Partners Experience August 2010 - September 2010
Job Receptionist at Kilpatrick Townsend & Stockton LLP
Industry Financial Services
Experience
Kilpatrick Townsend & Stockton LLP July 2013 - Present
Brown & Toland Physicians August 2012 - April 2013
CBRE July 2012 - August 2012
Gryphon Investors February 2012 - May 2012
Weston Presidio September 2011 - February 2012
BNY Mellon April 2011 - July 2011
Vista Equity Partners August 2010 - September 2010
Federal Reserve System March 2010 - July 2010
BlackRock November 2009 - December 2009
IDG Ventures July 2009 - August 2009
Skills
Microsoft Office, Salesforce.com, Condeco, Concur, Lotus Notes
Education
University of San Francisco
Bachelor of Arts (B.A.), Physical Administration
Kilpatrick Townsend & Stockton LLP July 2013 - Present
Brown & Toland Physicians August 2012 - April 2013
CBRE July 2012 - August 2012
Gryphon Investors February 2012 - May 2012
Weston Presidio September 2011 - February 2012
BNY Mellon April 2011 - July 2011
Vista Equity Partners August 2010 - September 2010
Federal Reserve System March 2010 - July 2010
BlackRock November 2009 - December 2009
IDG Ventures July 2009 - August 2009
Skills
Microsoft Office, Salesforce.com, Condeco, Concur, Lotus Notes
Education
University of San Francisco
Bachelor of Arts (B.A.), Physical Administration
Heather Yu's Vista Equity Partners Experience June 2012 - August 2012
Job Intern at Vista Equity Partners
Industry
Experience
Global Wildlife Conservation June 2011 - Present
Vista Equity Partners June 2012 - August 2012
Dragon Gate May 2009 - April 2012
Hagemann Law July 2010 - August 2010
Skills
Microsoft Office, Adobe Creative Suite, Photoshop, Apple, Social Media, Microsoft Excel, Facebook, Recruiting, Teamwork, Social Networking, Illustrator, Interviews, Editing, Microsoft Word
Education
New York University 2011 — 2015
Art History and Environmental Studies
St. Stephen's Episcopal School 2005 — 2011
High School Diploma
Global Wildlife Conservation June 2011 - Present
Vista Equity Partners June 2012 - August 2012
Dragon Gate May 2009 - April 2012
Hagemann Law July 2010 - August 2010
Skills
Microsoft Office, Adobe Creative Suite, Photoshop, Apple, Social Media, Microsoft Excel, Facebook, Recruiting, Teamwork, Social Networking, Illustrator, Interviews, Editing, Microsoft Word
Education
New York University 2011 — 2015
Art History and Environmental Studies
St. Stephen's Episcopal School 2005 — 2011
High School Diploma
Danny Lei's Vista Equity Partners Experience July 2014 - Present
Job Analyst at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2014 - Present
Citi June 2013 - August 2013
Evyavan Advisory Services May 2012 - August 2012
Skills
Finance, Applied Mathematics, Financial Analysis, Statistics, Data Analysis, Stata, Economics, Microsoft Excel, PowerPoint, Java
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Economics
Vista Equity Partners July 2014 - Present
Citi June 2013 - August 2013
Evyavan Advisory Services May 2012 - August 2012
Skills
Finance, Applied Mathematics, Financial Analysis, Statistics, Data Analysis, Stata, Economics, Microsoft Excel, PowerPoint, Java
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Economics
The Carlyle Group
TPG Capital
Apollo Global Management LLC
Cerberus Capital Management
H.I.G. Capital
Advent International
Colony Capital
Summit Partners