Volpe Brown Whelan
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Volpe Brown Whelan Employees
Employee
Years
Job
Industry
Cindy Wong Cindy Wong's Volpe Brown Whelan Experience November 1995 - March 1997
Job Northwest Advertising Director Maternity Fill In Allure & Allure.com at Conde Nast
Industry Marketing and Advertising
Experience
Conde Nast September 2012 - December 2012
Conde Nast May 2007 - June 2011
Conde Nast October 1999 - May 2007
Dow Jones March 1997 - September 1999
Volpe Brown Whelan November 1995 - March 1997
Donaldson, Lufkin & Jenrette February 1995 - November 1995
James Holder Placement Agency January 1994 - February 1995
Skills
Publishing, Integrated Marketing, Online Advertising, Advertising, Social Media, Advertising Sales, Digital Media, Sales, CRM, Management, Digital Marketing, Media Planning, Marketing, Email Marketing, New Media, Mobile Marketing
Education
University of California, Berkeley
BA, Political Science
Conde Nast September 2012 - December 2012
Conde Nast May 2007 - June 2011
Conde Nast October 1999 - May 2007
Dow Jones March 1997 - September 1999
Volpe Brown Whelan November 1995 - March 1997
Donaldson, Lufkin & Jenrette February 1995 - November 1995
James Holder Placement Agency January 1994 - February 1995
Skills
Publishing, Integrated Marketing, Online Advertising, Advertising, Social Media, Advertising Sales, Digital Media, Sales, CRM, Management, Digital Marketing, Media Planning, Marketing, Email Marketing, New Media, Mobile Marketing
Education
University of California, Berkeley
BA, Political Science
Camilla Field's Volpe Brown Whelan Experience September 1999 - December 1999
Job Owner at Camilla Field Integral Coaching
Industry Professional Training & Coaching
Experience
Camilla Field Integral Coaching January 2011 - Present
Drug Policy Alliance January 2003 - April 2008
buildOn June 2001 - December 2002
@Ventures March 2000 - September 2000
Volpe Brown Whelan September 1999 - December 1999
Banc of America Securities July 1998 - September 1999
Skills
Non-profits, Fundraising, Leadership Development, Coaching, Philanthropy, Executive Coaching, Nonprofits, Workshop Facilitation, Conflict Resolution, Social Networking, Public Speaking, Research, Organizational..., Grant Writing, Volunteer Management, Integral Coaching, Leadership, Editing, Public Policy, Teaching
Education
New Ventures West 2009 — 2010
Professional Coach Certification, Integral Coaching
Princeton University 1994 — 1998
American University of Paris 1993 — 1994
French, Art History, European Politics
Phillips Exeter Academy 1990 — 1993
Enneagram Institute
Camilla Field Integral Coaching January 2011 - Present
Drug Policy Alliance January 2003 - April 2008
buildOn June 2001 - December 2002
@Ventures March 2000 - September 2000
Volpe Brown Whelan September 1999 - December 1999
Banc of America Securities July 1998 - September 1999
Skills
Non-profits, Fundraising, Leadership Development, Coaching, Philanthropy, Executive Coaching, Nonprofits, Workshop Facilitation, Conflict Resolution, Social Networking, Public Speaking, Research, Organizational..., Grant Writing, Volunteer Management, Integral Coaching, Leadership, Editing, Public Policy, Teaching
Education
New Ventures West 2009 — 2010
Professional Coach Certification, Integral Coaching
Princeton University 1994 — 1998
American University of Paris 1993 — 1994
French, Art History, European Politics
Phillips Exeter Academy 1990 — 1993
Enneagram Institute
Katharine Egan Falcione's Volpe Brown Whelan Experience 1998 - 2000
Job Regional Account Manager at John Hancock, U.S.A.
Industry Financial Services
Experience
John Hancock, U.S.A. September 2010 - Present
John Hancock USA March 2007 - September 2010
John Hancock USA August 2005 - March 2007
40/86 Advisors March 2005 - June 2005
Axia Advisory Corporation December 2003 - February 2005
Pioneer Investments USA July 2001 - August 2003
Volpe Brown Whelan 1998 - 2000
Nvest Financial Advisor Services 1996 - 1998
Skills
Mutual Funds, Series 7, Investments, Equities, Retirement Planning, Fixed Income, Relationship Management, Investment Management, Pensions, Financial Advisory, Series 63, Series 6, 401k, Retirement, Employee Benefits, Wealth Management, Asset Allocation, Financial Services, Fixed Annuities, Asset Managment, Alternative Investments, Life Insurance, Portfolio Management, Securities, Separately Managed...
Education
Hartwick College 1989 — 1993
B.A., English
Belmont High 1985 — 1989
John Hancock, U.S.A. September 2010 - Present
John Hancock USA March 2007 - September 2010
John Hancock USA August 2005 - March 2007
40/86 Advisors March 2005 - June 2005
Axia Advisory Corporation December 2003 - February 2005
Pioneer Investments USA July 2001 - August 2003
Volpe Brown Whelan 1998 - 2000
Nvest Financial Advisor Services 1996 - 1998
Skills
Mutual Funds, Series 7, Investments, Equities, Retirement Planning, Fixed Income, Relationship Management, Investment Management, Pensions, Financial Advisory, Series 63, Series 6, 401k, Retirement, Employee Benefits, Wealth Management, Asset Allocation, Financial Services, Fixed Annuities, Asset Managment, Alternative Investments, Life Insurance, Portfolio Management, Securities, Separately Managed...
Education
Hartwick College 1989 — 1993
B.A., English
Belmont High 1985 — 1989
John Pani John Pani's Volpe Brown Whelan Experience July 1999 - August 2000
Job ELE Collective
Industry Real Estate
Experience
ELE Collective January 2012 - Present
Kairos Capital LLC May 2010 - December 2011
JMI Realty December 2002 - May 2010
UBS Investment Bank August 2000 - January 2002
Volpe Brown Whelan July 1999 - August 2000
LECG August 1998 - July 1999
Skills
Real Estate Economics, Valuation, Due Diligence, Real Estate Development, Asset Managment, Disposition, Investment Properties, Commercial Real Estate, Acquisitions, Leases, Financial Analysis, Brokerage, Mixed-use, Mortgage Lending, Real Estate, Real Estate Financing, Contract Negotiation, Real Estate Transactions, Investors, Location Intelligence, Property Management, Land Acquisition, Entitlements, Corporate Real Estate
Education
University of California, Berkeley 1994 — 1998
BA, Development Studies
ELE Collective January 2012 - Present
Kairos Capital LLC May 2010 - December 2011
JMI Realty December 2002 - May 2010
UBS Investment Bank August 2000 - January 2002
Volpe Brown Whelan July 1999 - August 2000
LECG August 1998 - July 1999
Skills
Real Estate Economics, Valuation, Due Diligence, Real Estate Development, Asset Managment, Disposition, Investment Properties, Commercial Real Estate, Acquisitions, Leases, Financial Analysis, Brokerage, Mixed-use, Mortgage Lending, Real Estate, Real Estate Financing, Contract Negotiation, Real Estate Transactions, Investors, Location Intelligence, Property Management, Land Acquisition, Entitlements, Corporate Real Estate
Education
University of California, Berkeley 1994 — 1998
BA, Development Studies
Larry Richardson Larry Richardson's Volpe Brown Whelan Experience 1997 - 2000
Job Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI November 2014 - Present
RBC Capital Markets 2007 - 2014
First Albany Capital 2001 - 2006
Volpe Brown Whelan 1997 - 2000
Lehman Brothers 1986 - 1996
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Investments, Alternative Investments, Private Equity, Asset Management, Portfolio Management, Series 7
Education
Boston University
MBA, Finance
University of Southern California 1977 — 1981
BS, Business administration
Evercore ISI November 2014 - Present
RBC Capital Markets 2007 - 2014
First Albany Capital 2001 - 2006
Volpe Brown Whelan 1997 - 2000
Lehman Brothers 1986 - 1996
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Investments, Alternative Investments, Private Equity, Asset Management, Portfolio Management, Series 7
Education
Boston University
MBA, Finance
University of Southern California 1977 — 1981
BS, Business administration
Elise Stern Elise Stern's Volpe Brown Whelan Experience 1991 - 1993
Job Managing Director, Corporate Finance at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities July 2013 - Present
Dominick & Dominick LLC October 2011 - June 2013
Merriman Capital, Inc. September 2002 - November 2011
Volpe Brown Whelan 1991 - 1993
Montgomery Securities 1988 - 1990
Skills
Capital Raising,..., Project Planning, Capital Markets, Business Strategy, Investment Banking, New Business Development, Wealth Management, Capital Raising, Executive Management, Restructuring, Start-ups, Business Planning, Venture Capital, Strategy, Corporate Development, Securities, Entrepreneurship, Emerging Markets, Bloomberg, Trading, Series 63, Finance, Investor Relations, Private Placements, Equity Research, Management Consulting, Leadership, Financial Structuring, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 1982 — 1984
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Finance
Roslyn High School 1972 — 1976
Regents Degree
Dawson James Securities July 2013 - Present
Dominick & Dominick LLC October 2011 - June 2013
Merriman Capital, Inc. September 2002 - November 2011
Volpe Brown Whelan 1991 - 1993
Montgomery Securities 1988 - 1990
Skills
Capital Raising,..., Project Planning, Capital Markets, Business Strategy, Investment Banking, New Business Development, Wealth Management, Capital Raising, Executive Management, Restructuring, Start-ups, Business Planning, Venture Capital, Strategy, Corporate Development, Securities, Entrepreneurship, Emerging Markets, Bloomberg, Trading, Series 63, Finance, Investor Relations, Private Placements, Equity Research, Management Consulting, Leadership, Financial Structuring, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 1982 — 1984
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Finance
Roslyn High School 1972 — 1976
Regents Degree
Eric Cohen Eric Cohen's Volpe Brown Whelan Experience March 1995 - April 1997
Job SVP Strategy and Corporate Development at Dolby Laboratories
Industry Consumer Electronics
Experience
7digital Group October 2012 - Present
Dolby Laboratories May 2008 - September 2015
Via Licensing Corporation February 2009 - June 2015
Cowen Group, Inc. April 1998 - April 2008
Volpe Brown Whelan March 1995 - April 1997
JP Morgan June 1992 - March 1995
CS First Boston July 1979 - June 1992
Skills
Mergers, Corporate Finance, Business Strategy, Corporate Development, Strategic Partnerships, IPO, M&A experience, Due Diligence, Private Equity, Acquisition Integration, Divestitures, Financial Modeling, Digital Media, Mergers & Acquisitions, Strategy, Licensing, Start-ups, Venture Capital, Management
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Business
Brown University 1975 — 1979
Sc.B., Applied Mathematics and Economics
7digital Group October 2012 - Present
Dolby Laboratories May 2008 - September 2015
Via Licensing Corporation February 2009 - June 2015
Cowen Group, Inc. April 1998 - April 2008
Volpe Brown Whelan March 1995 - April 1997
JP Morgan June 1992 - March 1995
CS First Boston July 1979 - June 1992
Skills
Mergers, Corporate Finance, Business Strategy, Corporate Development, Strategic Partnerships, IPO, M&A experience, Due Diligence, Private Equity, Acquisition Integration, Divestitures, Financial Modeling, Digital Media, Mergers & Acquisitions, Strategy, Licensing, Start-ups, Venture Capital, Management
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Business
Brown University 1975 — 1979
Sc.B., Applied Mathematics and Economics
Matt Holscher Matt Holscher's Volpe Brown Whelan Experience 1998 - 1999
Job Director Business Development at PENSCO Trust Company
Industry Capital Markets
Experience
Dash Financial January 2011 - March 2015
Newedge April 2009 - December 2010
PacificCrest June 2007 - November 2008
Serena Software June 2006 - June 2007
CARLIN CAPITAL July 2005 - April 2006
HCM June 2003 - June 2005
WR Hambrecht + Co 2001 - 2003
Robertson Stephens 1999 - 2001
Volpe Brown Whelan 1998 - 1999
Genesis Merchant Group 1994 - 1999
Skills
Trading, Equities, Options, Sales Management, Smart Order Routing, Electronic Trading
Education
University of California, Berkeley 1986 — 1990
B.A, Rhetoric
Loyola HIgh School 1982 — 1986
Dash Financial January 2011 - March 2015
Newedge April 2009 - December 2010
PacificCrest June 2007 - November 2008
Serena Software June 2006 - June 2007
CARLIN CAPITAL July 2005 - April 2006
HCM June 2003 - June 2005
WR Hambrecht + Co 2001 - 2003
Robertson Stephens 1999 - 2001
Volpe Brown Whelan 1998 - 1999
Genesis Merchant Group 1994 - 1999
Skills
Trading, Equities, Options, Sales Management, Smart Order Routing, Electronic Trading
Education
University of California, Berkeley 1986 — 1990
B.A, Rhetoric
Loyola HIgh School 1982 — 1986
Pete Boyes Pete Boyes's Volpe Brown Whelan Experience 1998 - 2000
Job CFO at SOASTA, Inc.
Industry Internet
Experience
SOASTA, Inc. October 2014 - Present
ID Analytics 2009 - 2014
Avondale Partners 2004 - 2008
Trumpet Partners 2001 - 2004
Mohomine 2000 - 2001
Volpe Brown Whelan 1998 - 2000
Skills
Mergers, Private Equity, Corporate Development, Start-ups, Business Development, Financial Modeling, Mergers & Acquisitions, Management, Business Intelligence, Business Strategy, Strategic Planning, Risk Management, Strategic Partnerships, Process Improvement, Finance, Venture Capital, Analytics, Due Diligence, Executive Management, Strategy, Entrepreneurship, Business Planning, Competitive Analysis, Financial Analysis
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA
University of Southern California 1989 — 1993
BA, International Relations
SOASTA, Inc. October 2014 - Present
ID Analytics 2009 - 2014
Avondale Partners 2004 - 2008
Trumpet Partners 2001 - 2004
Mohomine 2000 - 2001
Volpe Brown Whelan 1998 - 2000
Skills
Mergers, Private Equity, Corporate Development, Start-ups, Business Development, Financial Modeling, Mergers & Acquisitions, Management, Business Intelligence, Business Strategy, Strategic Planning, Risk Management, Strategic Partnerships, Process Improvement, Finance, Venture Capital, Analytics, Due Diligence, Executive Management, Strategy, Entrepreneurship, Business Planning, Competitive Analysis, Financial Analysis
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA
University of Southern California 1989 — 1993
BA, International Relations
Gino Nucci Gino Nucci's Volpe Brown Whelan Experience April 1999 - March 2000
Job Portfolio Manager at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management January 2004 - December 2009
Volpe Brown Whelan April 1999 - March 2000
Prudential Securities August 1997 - March 1999
Skills
Investment Management, High Yield, Asset Allocation, Asset Managment
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance
Yale University 1993 — 1997
B.A., Economics
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management January 2004 - December 2009
Volpe Brown Whelan April 1999 - March 2000
Prudential Securities August 1997 - March 1999
Skills
Investment Management, High Yield, Asset Allocation, Asset Managment
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance
Yale University 1993 — 1997
B.A., Economics
Marc Patten Marc Patten's Volpe Brown Whelan Experience August 1994 - November 1997
Job Partner, PS Investments
Industry Investment Management
Experience
PS Investments January 2011 - Present
Sterling Johnston Capital Management LP September 1999 - November 2010
Pacific Growth Equities November 1997 - August 1999
Volpe Brown Whelan August 1994 - November 1997
Business and Industry Advisory Committee to the OECD June 1987 - July 1994
Skills
Portfolio Management, Equities, Investments, Asset Management, Equity Research, Hedge Funds, French, Quantitative Investing, Asset Managment, Institutional Sales, Series 63, Asset Allocation, Bloomberg, Capital Markets, Institutional..., Alternative Investments, Trading, Valuation, Financial Markets, Investment Management, Investment Strategies, ETFs
Education
Sciences Po 1985 — 1986
DEA, History
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
Master of Arts, International Studies
Arizona State University 1978 — 1982
B.S., Geography
PS Investments January 2011 - Present
Sterling Johnston Capital Management LP September 1999 - November 2010
Pacific Growth Equities November 1997 - August 1999
Volpe Brown Whelan August 1994 - November 1997
Business and Industry Advisory Committee to the OECD June 1987 - July 1994
Skills
Portfolio Management, Equities, Investments, Asset Management, Equity Research, Hedge Funds, French, Quantitative Investing, Asset Managment, Institutional Sales, Series 63, Asset Allocation, Bloomberg, Capital Markets, Institutional..., Alternative Investments, Trading, Valuation, Financial Markets, Investment Management, Investment Strategies, ETFs
Education
Sciences Po 1985 — 1986
DEA, History
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
Master of Arts, International Studies
Arizona State University 1978 — 1982
B.S., Geography
Lynn Challenger's Volpe Brown Whelan Experience 1999 - 2000
Job Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates April 2014 - February 2015
March of Dimes, San Francisco 2012 - June 2014
Mellon Capital Management September 2006 - March 2014
Dresdner Kleinwort 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Volpe Brown Whelan 1999 - 2000
Credit Suisse June 1996 - June 1997
Credit Suisse June 1995 - June 1996
O'Connor and Associates 1991 - 1995
Swiss Bank Corporation 1991 - 1995
Skills
Trading, Options, Equities, Equity Trading, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Bloomberg, Financial Markets, Derivatives, Capital Markets, FX Options, Alternative Investments, Asset Managment, Commodity, FX trading, ETFs, Currency, Equity Derivatives, Securities, Investments, Swaps, Trading Strategies, Hedging, Asset Allocation, Structured Products, Bonds, Credit Derivatives, Interest Rate..., Emerging Markets, Investment Management, Risk Management, Market Risk, Commodity Markets, Prime Brokerage, Corporate Finance, Structured Finance, Financial Services, Equity Valuation, Financial Structuring, Foreign Exchange, Asset Management, Financial Risk, VBA, Rates, Chartered Financial..., Funding, Investor Relations, Bloomberg Terminal
Education
University of California, Berkeley 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance and Accounting
Bridgewater Associates April 2014 - February 2015
March of Dimes, San Francisco 2012 - June 2014
Mellon Capital Management September 2006 - March 2014
Dresdner Kleinwort 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Volpe Brown Whelan 1999 - 2000
Credit Suisse June 1996 - June 1997
Credit Suisse June 1995 - June 1996
O'Connor and Associates 1991 - 1995
Swiss Bank Corporation 1991 - 1995
Skills
Trading, Options, Equities, Equity Trading, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Bloomberg, Financial Markets, Derivatives, Capital Markets, FX Options, Alternative Investments, Asset Managment, Commodity, FX trading, ETFs, Currency, Equity Derivatives, Securities, Investments, Swaps, Trading Strategies, Hedging, Asset Allocation, Structured Products, Bonds, Credit Derivatives, Interest Rate..., Emerging Markets, Investment Management, Risk Management, Market Risk, Commodity Markets, Prime Brokerage, Corporate Finance, Structured Finance, Financial Services, Equity Valuation, Financial Structuring, Foreign Exchange, Asset Management, Financial Risk, VBA, Rates, Chartered Financial..., Funding, Investor Relations, Bloomberg Terminal
Education
University of California, Berkeley 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance and Accounting
Nat Schindler's Volpe Brown Whelan Experience January 1998 - June 1999
Job Director Equity Research at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America - Merrill Lynch May 2007 - Present
Merrill Lynch May 2007 - December 2010
Piper Jaffray & Co. June 2005 - May 2007
Credit Suisse First Boston January 2000 - June 2001
Volpe Brown Whelan January 1998 - June 1999
Volpe Brown Whelan June 1995 - January 1998
Skills
Mergers, Equity Research, Investment Banking, Hedge Funds, IPO, Mergers & Acquisitions, Financial Modeling, Capital Markets, Valuation, Investments, Equities, Bloomberg, Portfolio Management, Financial Analysis
Education
Dartmouth College 1991 — 1995
AB, Electrical Engineering and Economics
Bank of America - Merrill Lynch May 2007 - Present
Merrill Lynch May 2007 - December 2010
Piper Jaffray & Co. June 2005 - May 2007
Credit Suisse First Boston January 2000 - June 2001
Volpe Brown Whelan January 1998 - June 1999
Volpe Brown Whelan June 1995 - January 1998
Skills
Mergers, Equity Research, Investment Banking, Hedge Funds, IPO, Mergers & Acquisitions, Financial Modeling, Capital Markets, Valuation, Investments, Equities, Bloomberg, Portfolio Management, Financial Analysis
Education
Dartmouth College 1991 — 1995
AB, Electrical Engineering and Economics
Roger Levine's Volpe Brown Whelan Experience 1994 - 1999
Job Managing Director at CTBNL
Industry Investment Banking
Experience
CTBNL December 2013 - Present
ASCENDIANT CAPITAL MARKETS LLC December 2011 - December 2013
Viewpoint Securities April 2006 - December 2011
Pacific Crest Securities May 2001 - December 2005
Preferred Capital Markets January 2000 - May 2001
Security Traders Association January 1999 - January 2000
NASD Market Regulation Committee January 1997 - December 1999
Volpe Brown Whelan 1994 - 1999
San Francisco Securities Traders Association December 1997 - December 1998
Montgomery Securities 1989 - 1994
Skills
Equity Trading, Trading Systems, Capital Markets, Investment Banking, Deal Structuring, Alternative Investments, Capital Introduction, Venture Financing, Sales Process, Sales Management, Vendor Relations, Customer Acquisition, Negotiation, Capital, Trading, IPO, Start-ups, Securities, Equity Research, Hedge Funds, Investments
Education
University of Rochester 1974 — 1978
CTBNL December 2013 - Present
ASCENDIANT CAPITAL MARKETS LLC December 2011 - December 2013
Viewpoint Securities April 2006 - December 2011
Pacific Crest Securities May 2001 - December 2005
Preferred Capital Markets January 2000 - May 2001
Security Traders Association January 1999 - January 2000
NASD Market Regulation Committee January 1997 - December 1999
Volpe Brown Whelan 1994 - 1999
San Francisco Securities Traders Association December 1997 - December 1998
Montgomery Securities 1989 - 1994
Skills
Equity Trading, Trading Systems, Capital Markets, Investment Banking, Deal Structuring, Alternative Investments, Capital Introduction, Venture Financing, Sales Process, Sales Management, Vendor Relations, Customer Acquisition, Negotiation, Capital, Trading, IPO, Start-ups, Securities, Equity Research, Hedge Funds, Investments
Education
University of Rochester 1974 — 1978
Stella Adena's Volpe Brown Whelan Experience July 1998 - September 1999
Job Director of Retail Buying at KSL Resorts
Industry Leisure, Travel & Tourism
Experience
KSL Resorts August 2011 - Present
Savannah College of Art and Design January 2009 - Present
Polo Ralph Lauren November 2009 - August 2011
Henri Bendel August 2007 - November 2009
Limited Brands December 2006 - November 2009
Liz Claiborne October 2004 - June 2006
LookSmart October 2000 - July 2003
Volpe Brown Whelan July 1998 - September 1999
Skills
Management, Merchandising, Fashion, Retail, Sourcing, Japanese, Product Management, Project Planning, Sales, Sales Operations, Strategy, Training, Trend, Visual Merchandising, Marketing, Creative Direction
Education
Princeton University 1993 — 1998
BA, Economics, Japanese
Academy of Art University 2003 — 2004
MFA, Fashion
KSL Resorts August 2011 - Present
Savannah College of Art and Design January 2009 - Present
Polo Ralph Lauren November 2009 - August 2011
Henri Bendel August 2007 - November 2009
Limited Brands December 2006 - November 2009
Liz Claiborne October 2004 - June 2006
LookSmart October 2000 - July 2003
Volpe Brown Whelan July 1998 - September 1999
Skills
Management, Merchandising, Fashion, Retail, Sourcing, Japanese, Product Management, Project Planning, Sales, Sales Operations, Strategy, Training, Trend, Visual Merchandising, Marketing, Creative Direction
Education
Princeton University 1993 — 1998
BA, Economics, Japanese
Academy of Art University 2003 — 2004
MFA, Fashion
Erik Landsness's Volpe Brown Whelan Experience 1999 - 2000
Job Broadmark Asset Management LLC
Industry Investment Management
Experience
Broadmark Asset Management LLC September 2013 - Present
Secure Strategy Group, LLC July 2013 - Present
Revere Capital Advisors LLC January 2008 - August 2013
Advanced Equities August 2007 - January 2008
The Steele Foundation 2006 - 2007
Wells Fargo Private Bank 2005 - 2006
WestLB Panmure 2001 - 2004
Thomas Weisel Partners 2000 - 2001
Volpe Brown Whelan 1999 - 2000
Yorkton Securities Inc. (now Macquarie Capital Markets) 1996 - 1999
Skills
Hedge Funds, Private Equity, Investments, Equities, Asset Managment, Fund Of Funds, Capital, Business Development, Investment Strategies, Alternative Investments, Investment Management, Management, Emerging Markets, Asset Management, Financial Advisory, Strategy, Investor Relations, Investment Advisory, Equity Research, Finance, Capital Markets, Due Diligence
Education
Richmond, The American International University in London 1994 — 1994
MBA
Pepperdine University, The George L. Graziadio School of Business and Management
Certificate in Financial Management for the Family Office [CFMFO]
St. Mary's College of California
Bachelor of Science (BS)
The Thacher School
Broadmark Asset Management LLC September 2013 - Present
Secure Strategy Group, LLC July 2013 - Present
Revere Capital Advisors LLC January 2008 - August 2013
Advanced Equities August 2007 - January 2008
The Steele Foundation 2006 - 2007
Wells Fargo Private Bank 2005 - 2006
WestLB Panmure 2001 - 2004
Thomas Weisel Partners 2000 - 2001
Volpe Brown Whelan 1999 - 2000
Yorkton Securities Inc. (now Macquarie Capital Markets) 1996 - 1999
Skills
Hedge Funds, Private Equity, Investments, Equities, Asset Managment, Fund Of Funds, Capital, Business Development, Investment Strategies, Alternative Investments, Investment Management, Management, Emerging Markets, Asset Management, Financial Advisory, Strategy, Investor Relations, Investment Advisory, Equity Research, Finance, Capital Markets, Due Diligence
Education
Richmond, The American International University in London 1994 — 1994
MBA
Pepperdine University, The George L. Graziadio School of Business and Management
Certificate in Financial Management for the Family Office [CFMFO]
St. Mary's College of California
Bachelor of Science (BS)
The Thacher School
Ed Keaney's Volpe Brown Whelan Experience October 1994 - January 2000
Job Senior Vice President at Market Street Partners
Industry Financial Services
Experience
Market Street Partners September 2013 - Present
Mindful Investors March 2007 - December 2012
Infinium Securities January 2006 - December 2006
Merriman Curhan Ford April 2003 - November 2005
W R Hambrecht + Co January 2000 - October 2002
Volpe Brown Whelan October 1994 - January 2000
Stifel Nicolaus 1991 - 1994
Skills
Financial Analysis, Mergers & Acquisitions, Private Equity, Public Equity Offerings, Presentations, Investment Banking, Investment Management..., Corporate Finance, Investments, Mergers
Education
Washington University in St. Louis - Olin Business School 1972 — 1974
MBA, Finance
Saint Louis University 1969 — 1972
Bachelor of Science (BS), Economics
Market Street Partners September 2013 - Present
Mindful Investors March 2007 - December 2012
Infinium Securities January 2006 - December 2006
Merriman Curhan Ford April 2003 - November 2005
W R Hambrecht + Co January 2000 - October 2002
Volpe Brown Whelan October 1994 - January 2000
Stifel Nicolaus 1991 - 1994
Skills
Financial Analysis, Mergers & Acquisitions, Private Equity, Public Equity Offerings, Presentations, Investment Banking, Investment Management..., Corporate Finance, Investments, Mergers
Education
Washington University in St. Louis - Olin Business School 1972 — 1974
MBA, Finance
Saint Louis University 1969 — 1972
Bachelor of Science (BS), Economics
Jim Freney's Volpe Brown Whelan Experience January 1999 - December 1999
Job Executive Vice President & Head, Corporate Development at Oxbow Carbon LLC
Industry Financial Services
Experience
Oxbow Carbon LLC September 2012 - Present
Callisto Partners LLC September 2002 - August 2012
Prudential Securities January 2000 - August 2002
Volpe Brown Whelan January 1999 - December 1999
Dresdner Kleinwort Wasserstein (formerly Dresdner Kleinwort Benson) September 1983 - December 1999
Education
Duke University
Bachelor of Arts (B.A.), Political Science
The Haverford School
Oxbow Carbon LLC September 2012 - Present
Callisto Partners LLC September 2002 - August 2012
Prudential Securities January 2000 - August 2002
Volpe Brown Whelan January 1999 - December 1999
Dresdner Kleinwort Wasserstein (formerly Dresdner Kleinwort Benson) September 1983 - December 1999
Education
Duke University
Bachelor of Arts (B.A.), Political Science
The Haverford School
Gary Cuiper, CFA's Volpe Brown Whelan Experience 1999 - 2000
Job Managing Director, Head of Institutional Trading at Roberts & Ryan Investments, Inc. DVBE
Industry Financial Services
Experience
Roberts & Ryan Investments Inc. DVBE April 2013 - Present
Broadmoor Capital 2007 - April 2013
David White & Associates March 2012 - July 2012
Nollenberger Capital Partners November 2006 - December 2007
Fulcrum Global Partners February 2004 - November 2006
WR Hambrecht + Co April 2000 - November 2003
Volpe Brown Whelan 1999 - 2000
Hambrecht & Quist May 1992 - 1999
First Boston Corporation 1983 - 1989
Transamerica 1980 - 1983
Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading
Education
California State University-Fullerton 1974 — 1981
MBA, finance and marketing
Roberts & Ryan Investments Inc. DVBE April 2013 - Present
Broadmoor Capital 2007 - April 2013
David White & Associates March 2012 - July 2012
Nollenberger Capital Partners November 2006 - December 2007
Fulcrum Global Partners February 2004 - November 2006
WR Hambrecht + Co April 2000 - November 2003
Volpe Brown Whelan 1999 - 2000
Hambrecht & Quist May 1992 - 1999
First Boston Corporation 1983 - 1989
Transamerica 1980 - 1983
Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading
Education
California State University-Fullerton 1974 — 1981
MBA, finance and marketing
Joselyn Wells's Volpe Brown Whelan Experience 1997 - 1999
Job President at Truvu Marketing LLC
Industry Marketing and Advertising
Experience
Truvu Marketing LLC September 2014 - Present
ProvenSites July 2010 - Present
eVelocity May 2011 - August 2014
Truvu Marketing Solutions June 2008 - July 2011
Firemans Fund Insurance Company 1999 - 2003
Volpe Brown Whelan 1997 - 1999
Skills
Strategic Planning, Marketing Strategy, Digital Marketing, Lead Generation, New Business Development, Strategy, Strategic Partnerships, Management, Marketing, Online Marketing, Online Advertising, Email Marketing, Advertising, Start-ups, Web Design, Social Media Marketing, Sales, Leadership, SEO
Education
California State University-Sacramento 1991 — 1995
BS, Business Administration, Marketing
Truvu Marketing LLC September 2014 - Present
ProvenSites July 2010 - Present
eVelocity May 2011 - August 2014
Truvu Marketing Solutions June 2008 - July 2011
Firemans Fund Insurance Company 1999 - 2003
Volpe Brown Whelan 1997 - 1999
Skills
Strategic Planning, Marketing Strategy, Digital Marketing, Lead Generation, New Business Development, Strategy, Strategic Partnerships, Management, Marketing, Online Marketing, Online Advertising, Email Marketing, Advertising, Start-ups, Web Design, Social Media Marketing, Sales, Leadership, SEO
Education
California State University-Sacramento 1991 — 1995
BS, Business Administration, Marketing