Vista Point Advisors
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Vista Point Advisors Employees
J.P. Morgan May 2014 - Present
IBM January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2012
Square Inc. May 2011 - May 2012
Vista Point Advisors August 2011 - December 2011
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Data Analysis, Economics, Investments, Private Equity, Microsoft Excel, Capital IQ, Capital Markets, PowerPoint, Due Diligence, Mandarin, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Office
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Statistics
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor's Degree, Business Administration
ZS Associates August 2015 - Present
ZS Associates May 2014 - August 2014
Vista Point Advisors September 2013 - December 2013
Rutberg & Company June 2013 - August 2013
The Veloz Group June 2012 - August 2012
Skills
Corporate Finance, Economics, Finance, Financial Modeling, Valuation, Venture Capital
Education
UC Berkeley Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Vista Point Advisors February 2011 - Present
Arbor Advisors November 2009 - February 2011
KeyBanc Capital Markets October 2007 - June 2009
Zions Bank August 2006 - September 2007
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor's Degree, Finance
University of Wollongong 2005 — 2005
Finance
Citi June 2013 - Present
Vista Point Advisors June 2012 - August 2012
Lawrence Berkeley National Laboratory June 2010 - January 2011
Skills
Market Research, Microsoft Excel, PowerPoint, Financial Modeling, Capital IQ
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Chemistry
Loyola High School, Los Angeles 2004 — 2008
High School Diploma
Vista Point Advisors February 2011 - Present
Joan Rose Foundation January 2010 - Present
Arbor Advisors November 2009 - February 2011
Genentech 2009 - 2009
Fisher Investments September 2008 - November 2008
Banc of America Securities June 2007 - August 2007
Skills
Due Diligence, Microsoft Excel, Salesforce.com, Microsoft Office, Access, MS Project, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S., Finance
Chatham High School 2000 — 2004
Vista Point Advisors February 2013 - Present
Capital Asset Exchange & Trading, LLC June 2012 - November 2012
Nomura Securities May 2011 - May 2012
Skills
Series 63, Series 79, Economics, SaaS, Business Strategy, Strategy, Investment Banking, FINRA, Trading, Valuation
Education
Cornell University
Bachelor of Science, Industrial and Labor Relations
Duxbury High School
Nomura Securities June 2015 - Present
The Dartmouth, Inc. January 2013 - Present
Dartmouth College Academic Skills Center August 2013 - Present
WBG Internationals May 2013 - Present
Nomura Securities March 2015 - May 2015
Vista Point Advisors January 2015 - March 2015
The Dartmouth, Inc. January 2013 - March 2014
John Connolly for Mayor of Boston June 2013 - August 2013
Tech Networks of Boston November 2012 - December 2012
Novartis June 2012 - August 2012
Skills
Public Speaking, PowerPoint, Python, Social Networking, Microsoft Office, Research, Microsoft Excel, Editing, Fundraising
Education
Dartmouth College 2012 — 2016
The Roxbury Latin School 2009 — 2012
High School
McKinsey & Company June 2015 - August 2015
BNY Mellon July 2014 - August 2014
Vista Point Advisors June 2014 - July 2014
Moody's Corporation June 2013 - August 2013
Skills
Java, Statistics, Project Management, Mathematical Modeling, Teamwork, R, Communication, Probability, C, Financial Mathematics, Algorithms, Leadership, Financial Modeling, Matlab
Education
Princeton University 2012 — 2016
Bachelor’s Degree, Operations Research and Financial Engineering, 3.9/4.0
High Technology High School 2008 — 2012
High School
Architect Partners LLC June 2015 - Present
Accel-KKR June 2014 - August 2014
Vista Point Advisors May 2013 - August 2013
UCSF Medical Center June 2011 - August 2011
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Investments, Business Development, Capital Markets, Economics, Financial Modeling, Capital IQ, Analysis, Private Equity, Marketing, Financial Analysis, Equities, Research, Due Diligence, Microsoft Excel, PowerPoint, Banking, Management
Education
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), Economics, Graduate
Humboldt-Universität zu Berlin 2012 — 2012
German Language and Cultural Studies, German Language and Literature
SCS Financial July 2015 - Present
Vista Point Advisors June 2014 - August 2014
Poplar Partners January 2014 - March 2014
W.R. Huff Asset Management June 2012 - September 2012
Skills
Microsoft Excel
Education
Dartmouth College 2011 — 2015
B.A., Economics
Universitat de Barcelona 2013 — 2013
Dartmouth Language Study Abroad Program
Colts Neck High School 2007 — 2011
Windjammer Capital Investors July 2015 - Present
Cowen and Company May 2014 - July 2015
JPMorgan Chase June 2012 - May 2014
Vista Point Advisors August 2011 - December 2011
Price Waterhouse Coopers June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investments, Capital Markets, Portfolio Management, Capital IQ, Equities, Credit Analysis, Banking, Microsoft Excel
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
B.S., Business Administration
Wunderlich Securities October 2014 - Present
Monarch Bay Securities March 2013 - October 2014
Vista Point Advisors October 2012 - February 2013
ALPHA TITANS, LLC March 2012 - September 2012
Skills
Financial Modeling, Hedge Funds, Financial Analysis, Investment Banking, Risk Management, Microsoft Excel, Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Corporate Finance, Salesforce.com, Valuation, Private Equity, Capital IQ, Due Diligence, Entrepreneurship, Strategy, Start-ups, Portfolio Management, Fund Of Funds, Microsoft Office, Renewable Energy, Business Development, Corporate Development, Finance, Alternative Investments, Securities, Equities, Asset Management, Bloomberg, Equity Research, M&A experience
Education
University of California, Santa Barbara 2008 — 2012
B.A., Environmental Studies
Valley Christian High School 2004 — 2008
Diploma
Bain & Company October 2013 - Present
Bain & Company June 2012 - August 2012
Vista Point Advisors January 2012 - April 2012
Niemann Properties, Inc. June 2008 - August 2008
Skills
Business Valuation, Financial Modeling, Valuation, Mergers, Investment Banking, DCF, Economics, Private Equity, Due Diligence, Capital IQ, Corporate Finance, Financial Analysis, Corporate Development, Venture Capital, Bloomberg, Investments, Data Analysis, Equities, Strategy, Analysis, Quantitative Analytics
Education
Dartmouth College 2009 — 2013
Bachelor's Degree, Economics and Neuroscience
Chadwick School 1996 — 2009
The Parthenon Group September 2014 - Present
Ro Khanna for Congress January 2014 - November 2014
Bridgewater Associates August 2013 - December 2013
Vista Point Advisors June 2012 - August 2012
Brunswick Group September 2011 - December 2011
Ivy Insiders May 2010 - September 2010
Education
Dartmouth College 2009 — 2013
B.A., English modified with Economics
University of Oxford 2011 — 2011
Student at New College, Economics, English
Vista Point Advisors January 2011 - 2014
Arbor Advisors 2009 - 2011
Banc of America Securities 2000 - 2009
Skills
Investment Banking, Private Equity, Mergers, Financial Modeling
Education
Dartmouth College 1996 — 2000
BA, Economics
Deutsche Bank July 2015 - Present
Deutsche Bank June 2014 - August 2014
Vista Point Advisors September 2013 - December 2013
United States Senate June 2012 - August 2012
Skills
Public Speaking, Photoshop, PowerPoint, Stata, Leadership, Microsoft Word, Microsoft Excel
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Economics
Cherry Creek High School 2007 — 2011
bop.fm September 2013 - Present
Bluewolf July 2013 - July 2014
Salesforce.com May 2012 - August 2012
Vista Point Advisors February 2012 - May 2012
YSO Capital Management June 2011 - September 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S. in Business Administration; Certification in Entrepreneurship and Technology
General Assembly
Stanford University
Independent Coursework
Accel Partners 2014 - Present
Vista Point Advisors 2011 - 2014
Demeter Group 2011 - 2011
Evolving Vox 2009 - 2011
CSI Capital Management 2010 - 2010
Education
Dartmouth College
AB
Dartmouth College - The Tuck School of Business at Dartmouth
Undergraduate Business Bridge Program
The Branson School
Glass, Lewis & Co. July 2015 - Present
RealPage, Inc. July 2012 - July 2015
Waypoint Homes May 2011 - April 2012
Vista Point Advisors March 2011 - June 2011
UC Berkeley September 2009 - April 2010
UC Berkeley June 2008 - August 2008
Skills
Salesforce.com, Microsoft Excel, Microsoft Office, Social Media, Access, Customer Service, Data Analysis, Apex Programming, PostgreSQL, Data Analytics, Business Intelligence, Adobe, Capital IQ, Cloud Computing, Database Auditing, Filemaker Pro, Google Apps, Investor Relations, Jitterbit, pgAdmin, PowerPoint, Private Equity
Education
UC Berkeley Extension 2012 — 2015
Certificate, Accounting for Financial & Business Analysts, A
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Political Science
Kabam January 2015 - Present
UC Berkeley August 2011 - May 2015
Kabam June 2014 - September 2014
Vista Point Advisors February 2013 - June 2013
Oppenheimer & Co. June 2012 - September 2012
Sanford-Burnham Medical Research Institute June 2008 - August 2011
Skills
Microsoft Excel, Data Analysis, PowerPoint, Market Research, Microsoft Office, Matlab, Java, Financial Analysis, CSS, Statistics, Python, Bloomberg Terminal, XHTML, JavaScript, Social Media, Economics, Tableau, SQL, Amazon Redshift, Product Management, Data Analytics, Big Data Analytics, Algorithms, Management
Education
UC Berkeley 2011 — 2015
Bachelor of Arts (BA), Computer Science & Environmental Economics
La Jolla High School
LinkedIn March 2015 - Present
Deutsche Bank Securities 2013 - 2015
Vista Point Advisors 2013 - 2013
Infinitedge Partners 2012 - 2012
UBS 2011 - 2011
Cisco Systems 2011 - 2011
Skills
Corporate Development, Investment Banking, Financial Analysis, Valuation, Mergers & Acquisitions, Microsoft Office, Finance, Leadership, Microsoft Excel, Corporate Finance, Financial Modeling, Business Development, Forecasting, Venture Capital, Strategy, Capital Markets, Due Diligence
Education
Santa Clara University
BS, Finance
Goldman Sachs July 2015 - Present
Rose Institute of State and Local Government September 2011 - Present
Student Investment Fund August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
CFA Institute October 2013 - January 2014
UCOP June 2013 - August 2013
Vista Point Advisors June 2012 - August 2012
Skills
Data Analysis, Research, Microsoft Office, Public Speaking, Accounting, Due Diligence, Valuation, Qualitative Research, Stata, Humor, Editing, Writing, Bloomberg, Capital IQ, Leadership
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting (with Honors)
Miramonte High School 2007 — 2011
Vista Point Advisors June 2015 - Present
NAU Investment Club October 2014 - Present
Northern Arizona University August 2014 - May 2015
Hall Street Fund September 2013 - May 2014
ALPFA, Inc. August 2013 - May 2014
Skills
Investments, Financial Analysis, Stock Trading, Foreign Exchange, Bloomberg Terminal, Currency Exchange, Leadership, Customer Service, Personal Development, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork, Time Management, Research, Social Networking, Valuation
Education
Northern Arizona University-The W. A. Franke College of Business 2014 — 2017
Bachelor’s Degree, Finance and Economices, Sophomore
Seton Hall University 2013 — 2014
Bachelor's Degree, Mathematical Finance and Economics, Freshman
Notre Dame Preparatory High School 2009 — 2013
High School
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Deloitte June 2013 - August 2013
Vista Point Advisors May 2013 - June 2013
LookMazing June 2012 - August 2012
Skills
Financial Modeling, Market Research, Microsoft Excel, Data Analysis, Statistics, Finance
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Mathematics & Economics
Wharton Business School 2011 — 2015
Statistics
The Blackstone Group June 2015 - August 2015
Bank of America Merrill Lynch January 2015 - March 2015
Vista Point Advisors March 2014 - June 2014
Education
Dartmouth College 2012 — 2016
Beijing Normal University 2013 — 2013
Hunter College High School 2007 — 2012
High School Diploma
Vista Point Advisors March 2013 - Present
Zynga 2012 - 2013
Wedbush Securities May 2011 - August 2012
Skills
Investment Banking, Video Games, Digital Media, Corporate Finance, Mergers & Acquisitions, Capital Markets, Healthcare, Technology, Valuation, Strategic Partnerships, Business Development, Corporate Development, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor's Degree, Business Administration
Foothill High School
Diploma
Vista Point Advisors June 2012 - October 2012
US Census Bureau April 2010 - July 2010
Skills
Financial Modeling, Mergers, Investment Banking, Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis
Education
UC Berkeley
Applied Mathematics and Theoretical Computer Science
Vista Point Advisors August 2015 - Present
Harris & Associates: Registered Investment Advisor June 2014 - August 2014
Romney for President June 2012 - June 2012
Skills
Leadership, Social Networking, Social Media, Economics, Team Management, Investments
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Accounting and Finance, The General Course
Santa Clara University - Leavey School of Business 2012 — 2016
Bachelor of Science in Commerce, Finance
Loyola High School 2008 — 2012
High School, Jesuit College Preparatory
Riviera Partners 2015 - Present
Eze Software Group 2013 - 2015
Vista Point Advisors 2012 - 2012
Elias Arts 2012 - 2012
World Partners in Education 2010 - 2010
Skills
Investment Banking, Financial Modeling, Capital IQ, Valuation, Data Analysis, ArcGIS, Financial Analysis, Microsoft Excel, Stata, Economics, SQL, XSLT, Account Management, Java, Project Management
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Geography / Economics
Moelis & Company November 2014 - Present
Duff & Phelps August 2012 - October 2014
Vista Point Advisors August 2011 - December 2011
KPMG June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Vista Point Advisors October 2014 - Present
Johnson at Cornell University June 2012 - Present
Gillette Avenue Enterprises 2010 - June 2014
Citi 2001 - 2010
Goldman Sachs 1995 - 1999
Skills
Investment Banking, Corporate Finance, Banking, Mergers & Acquisitions, Equities, Trading, Financial Modeling, Program Management, Mergers, Finance, Strategy, Derivative Trading, Capital Markets, Valuation, Fixed Income, Private Equity, Venture Capital
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
Master of Business Administration (MBA)
James Madison University 1991 — 1995
Bachelor of Business Administration (BBA), Computer Information Systems
Bayport Blue Point High School 1988 — 1991
High School Diploma
Gerding Edlen July 2014 - Present
Vaquero Capital November 2011 - July 2013
Vista Point Advisors August 2011 - November 2011
Education
Santa Clara University 2007 — 2010
Finance & Economics
Balboa Capital August 2015 - August 2015
Square March 2015 - April 2015
Citi June 2013 - August 2013
Vista Point Advisors August 2012 - October 2012
Western Peaks Financial Corporation June 2012 - August 2012
Moors & Cabot May 2012 - July 2012
Skills
Financial Analysis, Finance, Portfolio Management
Education
University of California, Berkeley 2012 — 2014
Interdisciplinary Studies, Business Administration, Sociology, Information
Ohlone College
Associate’s Degree
Coastland Capital November 2014 - Present
Hyphen Fund Management LLC January 2014 - October 2014
Morgan Stanley July 2012 - January 2014
Vista Point Advisors February 2011 - January 2012
Education
Haas School of Business, UC Berkeley
Bachelor of Science, Business Administration