Western Technology Investment

Industry: Company

Description

Founded: 1980

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Western Technology Investment Employees

Employee
Years
Job
Industry
Taunya Pellum Taunya Pellum San Francisco Bay Area Details
Taunya Pellum's Western Technology Investment Experience June 2009 - April 2011
Job Accounting professional with over 20 years experience
Industry Financial Services
Experience
Iogyn Inc.,Relign Corp., and 4 other entities   June 2011 - October 2014
Western Technology Investment   June 2009 - April 2011
HRJ Capital  March 2009 - July 2009
Storm Ventures  December 2005 - February 2009
Finance Focus   2006 - 2008
RHCC Inc.   2001 - 2005
Secuirty Administration and Land Services   1997 - 2001

Skills
Mergers, Accounting, Start-ups, Financial Analysis, Internal Controls, Finance, Management, Investments, Accounts Payable, GAAP, Venture Capital, Financial Statements, Tax, Business Process, Sales, Negotiation, Financial Reporting, Mergers & Acquisitions, Cash Flow, Accounts Receivable, Variance Analysis, Fixed Assets, Payroll, Auditing, Account Reconciliation, Internal Audit, Analysis, Financial Accounting, Budgets, General Ledger, Financial Modeling, Due Diligence, QuickBooks, Forecasting

Education
Colorado Technical University   2011 — 2013
Bachelors, Accounting

Heald College   1995 — 1996
Associates, Accounting

Suzanne Cambron Suzanne Cambron San Carlos, California Details
Suzanne Cambron's Western Technology Investment Experience August 2013 - December 2014
Job Executive Assistant at Nokia Technologies
Industry Executive Office
Experience
Nokia Technologies  July 2015 - Present
Advanced EDM   February 2015 - June 2015
Western Technology Investment   August 2013 - December 2014
Advanced EDM   March 2013 - July 2013
Belectric, Inc.   August 2009 - February 2013
Lite for Life - Menlo Park   February 2009 - October 2009
The Village Collection, Inc. & Village Manufacturing, Inc.   July 2002 - February 2009
Kestrel Investment Management, Inc.   June 1999 - June 2002
WESGO, Inc.   1994 - 1999
McCown De Leeuw & Co.   1992 - 1994

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Contract Management, Payroll, A/P, A/R, Purchasing, Event Planning, Travel Arrangements, Expense Reports, Purchase Requisitions, Logistics, Loyal, Positive Energy, Highly detail oriented, Notary, Calendaring, Calendar Management, Contracts Administrators, LEED AP, Energy Efficiency, Photovoltaics, Solar Energy, Construction, Renewable Energy, Solar PV, PowerPoint, Contract Negotiation, Access, Subcontracting, Team Building, Salesforce.com, Human Resources, Management, Account Reconciliation, Customer Service, Sales

Education
College of San Mateo
Early Childhood Education and Teaching

Notre Dame High School Belmont

Megan Clare Megan Clare San Francisco Bay Area Details
Megan Clare's Western Technology Investment Experience January 2014 - May 2014
Job Manh Nguyen for San Jose City Council
Industry Political Organization
Experience
Manh Nguyen for San Jose City Council   January 2015 - June 2015
Sam Liccardo for Mayor of San Jose  June 2014 - November 2014
Western Technology Investment   January 2014 - May 2014
North Park Main Street   October 2012 - June 2013
San Jose Office of Economic Development   June 2011 - August 2011
Aquatic AV   June 2009 - August 2009

Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Policy Analysis, Community Outreach, Public Speaking, Social Media, Public Policy, Community Development, Analysis

Education
University of California, San Diego   2009 — 2013
B.A., History, Urban Studies and Planning, 3.8

Sciences Po Paris   2011 — 2012
History

Veronica Gonzalez Veronica Gonzalez San Francisco Bay Area Details
Veronica Gonzalez's Western Technology Investment Experience 2001 - 2007
Job Human Resources Compensation & Benefits Analyst at Infoblox
Industry Computer Software
Experience
Infoblox  August 2015 - Present
Infoblox  May 2011 - Present
EMC  October 2010 - April 2011
Adobe Systems  October 2008 - January 2010
Symantec  2007 - 2008
Symantec  2007 - 2008
Western Technology Investment   2001 - 2007

Skills
Salesforce.com, SaaS, Start-ups, Direct Sales, Networking, Enterprise Software, Solution Selling, Cloud Computing, Professional Services, Human Resources, Management, HRIS, Onboarding, Recruiting, Payroll, Sales

Education
San Jose State University   2004 — 2006
Bachelor of Arts, Major: Psychology Minor: Mexican American Studies

Evergreen Valley College   2002 — 2004
Associate of Arts (AA), Psychology

Milpitas High School   1993 — 1997
High School Diploma

Samantha Cardoso Samantha Cardoso San Francisco Bay Area Details
Samantha Cardoso's Western Technology Investment Experience 2010 - 2012
Job Office Manager at ReVENT Medical, Inc.
Industry Medical Devices
Experience
ReVENT Medical, Inc.   March 2012 - Present
Western Technology Investment   2010 - 2012
Law Offices of Ramin Younessi   2009 - 2009
Chili's  2003 - 2009

Skills
Peachtree, Microsoft Excel, Databases, Outlook, Accounts Payable, Accounts Receivable, Meeting Planning, Purchase Orders, Office Management, Human Resources, QuickBooks, Data Management, Clinical Data Management, Office Administration, Payroll, Accounting, Event Planning, Benefits Administration, Training, Employee Benefits, Salesforce.com, Employee Relations, WebEx, Bookkeeping

Education
San Jose State University   2006 — 2008
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Independence High School   2000 — 2004

Jay Cohan Jay Cohan San Francisco Bay Area Details
Jay Cohan's Western Technology Investment Experience 1999 - Present
Job Partner at Western Technology Investment
Industry Venture Capital & Private Equity
Experience
Western Technology Investment   1999 - Present
Intellisync (formerly Puma Technology)   1998 - 1999
SoftMagic Corporation   1997 - 1998
Syntra Ltd.   1991 - 1995
Oracle  1988 - 1991

Education
Harvard Business School   1995 — 1997
MBA

Massachusetts Institute of Technology   1983 — 1988
SB, SM

Jeanne Castro Schmidt Jeanne Castro Schmidt San Francisco Bay Area Details
Jeanne Castro Schmidt's Western Technology Investment Experience 2005 - Present
Job President at Treasury Management Solutions
Industry Financial Services
Experience
Western Technology Investment   2005 - Present
Equinix, Inc.   January 2000 - Present
Equinix  January 2000 - Present
Treasury Management Solutions   March 1995 - Present
SunPower Corporation  January 2009 - August 2012
Electronic Arts  November 2008 - August 2011
TIBCO Software  September 2010 - May 2011
Informatica  January 2007 - August 2010
ABM Industries  January 2002 - March 2009
Wind River Systems  January 1997 - January 2009

Skills
Cash Management, Financial Modeling, Risk Management, Treasury Management, Corporate Finance, Mergers, Financial Analysis, Sarbanes-Oxley Act, Investments, Product Management, Business Strategy, Banking, Start-ups, Forecasting, Business Development, Accounting, Mergers & Acquisitions, Treasury

Education
University of California, Berkeley - Walter A. Haas School of Business   1985 — 1987
Master's degree, Business Administration

University of California, Berkeley   1979 — 1983
BA, Economics

St. Paul High School   1975 — 1979

Patrick Lee Patrick Lee Portola Valley, California Details
Patrick Lee's Western Technology Investment Experience November 2012 - Present
Job Partner at WTI
Industry Venture Capital & Private Equity
Experience
Western Technology Investment   November 2012 - Present
Pinnacle Ventures  January 2004 - November 2012
JPMorgan Partners  September 1998 - December 2003
Hambrecht & Quist  September 1995 - December 1999

Skills
Venture Capital, Private Equity, Corporate Development, Growth Capital, Start-ups, Mergers, Deal Sourcing, Due Diligence, Investments, Entrepreneurship, Valuation, Angel Investing

Education
Harvard Business School   1993 — 1995
MBA

Queen's University   1986 — 1990
BComm, Economics

Athena Myers Athena Myers San Francisco Bay Area Details
Athena Myers's Western Technology Investment Experience March 2012 - January 2014
Job Selfemployed
Industry Marketing and Advertising
Experience
SearchQuant   January 2014 - April 2015
Western Technology Investment   March 2012 - January 2014
Brownson, Rehmus & Foxworth   August 2011 - March 2012
BogdanCo Consulting   December 2010 - August 2011
Prospect Properties   December 2007 - December 2010

Skills
Social Networking, Management, Customer Service, Leadership, Sales, Strategic Planning, Business Development, Social Media Marketing, Entrepreneurship, Public Speaking, Teamwork, Office Management, Analysis, Training, Nonprofits, Recruiting, Facebook, Time Management, Fundraising, Event Management, Research, Public Relations, Microsoft Office, Project Management, Cultivation, Medical Marijuana, Employee Relations, Calendaring, Meeting Scheduling, Data Analysis, Social Media, SPSS, Salesforce.com, Access, Market Research, Accounting, Bookkeeping, Interviews, Human Resources, Payroll, Conference Coordination, Outlook, Microsoft Excel, Microsoft Word, Networking, PowerPoint, Event Planning, Organic Farming

Education
California State University-Hayward - School of Business and Economics   2008 — 2010
B.S., Industrial Organizational Psychology

California State University-East Bay   2006 — 2010
2010 B.S, Industrial Organizational Psychology

Palo Alto High School   2002 — 2006

Foothill College

Trinity Elementary School

Rusilah A Rusilah A San Francisco Bay Area Details
Rusilah A's Western Technology Investment Experience July 2014 - Present
Job Executive Assistant at Western Technology Investment
Industry Venture Capital & Private Equity
Experience
Western Technology Investment   July 2014 - Present
CAL Insurance & Associates, Inc.   August 2011 - August 2013
Small Business California   August 2011 - August 2013
Clinic by the Bay  August 2011 - August 2013
Stumasa   2008 - 2009

Skills
Social Media, Small Business, Event Planning, Sales, Employee Benefits, Nonprofits, Fundraising, Training, Social Networking, Start-ups

Education
University of California, Davis   2006 — 2010
Psychology, Human Development

Brian Recht Brian Recht Greater New York City Area Details
Brian Recht's Western Technology Investment Experience June 2013 - September 2013
Job Summer Analyst at Tenzing Global Investors
Industry Management Consulting
Experience
Tenzing Global Investors   June 2014 - September 2014
Western Technology Investment   June 2013 - September 2013
Bain & Company  November 2010 - June 2012

Skills
Financial Modeling, Valuation, Data Analysis, Research, Due Diligence, Strategy, Private Equity, Strategic Planning, Management Consulting, Mergers & Acquisitions

Education
Stanford University Graduate School of Business   2013 — 2015
Master of Business Administration (MBA)

Stanford University Law School   2012 — 2015
Doctor of Law (JD)

Dartmouth College
Bachelor of Arts (B.A.), Political Science and Government

Brian Best Brian Best San Francisco Bay Area Details
Brian Best's Western Technology Investment Experience January 1997 - 2007
Job
Industry Venture Capital & Private Equity
Experience
Leader Ventures   January 2008 - Present
Western Technology Investment   January 1997 - 2007
Western Technology Investment   1999 - 2004
Ross Systems Inc  1990 - 1994
Ernst & Young  1988 - 1990

Skills
Venture Capital, Private Equity, Start-ups, Due Diligence, Corporate Development, Mergers, Entrepreneurship, Valuation, Business Strategy, Corporate Finance, Financial Modeling, Investments, Business Development, Restructuring, Finance, Start-up Ventures, Portfolio Management, Mergers, IPO

Education
University of California, Berkeley - Walter A. Haas School of Business   1994 — 1996
MBA

University of the Pacific - Eberhardt School of Business   1984 — 1988
BS

Redwood High   1983 — 1984

Vikram Gupta Vikram Gupta San Francisco Bay Area Details
Vikram Gupta's Western Technology Investment Experience November 2010 - March 2013
Job Cofounder at Stealth
Industry Venture Capital & Private Equity
Experience
Stealth  September 2014 - Present
MuckerLab  October 2012 - Present
NeuroSave   November 2011 - Present
Scripted.com  November 2011 - April 2015
Wallaby Financial, Inc. (acquired by Bankrate  
 
Wellington Financial  April 2013 - September 2014
Victrio (acquired by Verint  
 
Western Technology Investment   November 2010 - March 2013

Skills
Venture Capital, Private Equity, Leveraged Finance, High Yield, Investments, Business Development, Venture Debt

Education
University of California, Berkeley
B.A., Quantitative Economics

Andrew Baldwin Andrew Baldwin San Francisco, California Details
Andrew Baldwin's Western Technology Investment Experience December 2013 - Present
Job Principal at Western Technology Investment
Industry Financial Services
Experience
Western Technology Investment   December 2013 - Present
Capital Group  June 2012 - September 2012
BDT Capital Partners  July 2009 - May 2011
Goldman, Sachs & Co.   July 2007 - June 2009

Skills
Alternative Investments, DCF, LBO, Analytics, Valuation, Private Equity, Due Diligence, Investment Banking, Financial Modeling, Venture Capital, Equities, Derivatives, Entrepreneurship, Investments, Equity Research, Corporate Finance

Education
Stanford Graduate School of Business   2011 — 2013
MBA

Indiana University Bloomington   2003 — 2007
BS, Finance, Biology (Minor), Chemistry (Minor) - Honors and Distinctions

David Gravano David Gravano San Francisco Bay Area Details
David Gravano's Western Technology Investment Experience Senior Relationship ManagerSilicon Valley BankMay 2005 - March 2008
Job Partner at Western Technology Investment
Industry Venture Capital & Private Equity
Experience
Western Technology Investment   Senior Relationship ManagerSilicon Valley BankMay 2005 - March 2008
GATX  1999 - 2003

Education
Duke University   1985 — 1989
BA

Bruce Levin Bruce Levin San Francisco Bay Area Details
Bruce Levin's Western Technology Investment Experience December 1999 - Present
Job VP of Finance/Controller at Western Technology Investment
Industry Banking
Experience
Western Technology Investment   December 1999 - Present
TÜV USA (RWTÜV/TÜV Nord)   1996 - 1999

Education
San Jose State University
MBA, Business

Ross Glasser Ross Glasser San Francisco Bay Area Details
Ross Glasser's Western Technology Investment Experience August 2013 - Present
Job Principal at Western Technology Investment
Industry Venture Capital & Private Equity
Experience
Western Technology Investment   August 2013 - Present
University of Pennsylvania  August 2011 - May 2013
Google  June 2012 - September 2012
Bypass Lane   May 2012 - June 2012
Lake Capital  July 2009 - July 2011
Bank of America  July 2007 - April 2009

Skills
Strategy, Business Development, Mobile Devices, Mobile Applications, Financial Analysis, Integration, Enterprise Software, Project Planning, Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Venture Capital, Corporate Development, Investments, Capital Markets, Bloomberg, Business Strategy

Education
University of Pennsylvania - The Wharton School   2011 — 2013
MBA, Finance, Entrepreneurship

Indiana University Bloomington   2003 — 2007
Bachelor of Science, Finance, International Business, Economics and Spanish

Laura Goldstein Laura Goldstein Greater Atlanta Area Details
Laura Goldstein's Western Technology Investment Experience November 2008 - April 2010
Job Talent Acquisition Coordinator/Office Management
Industry Internet
Experience
Yahoo! (contract)   April 2010 - September 2011
Western Technology Investment   November 2008 - April 2010
Bath & Body Works  November 2008 - January 2010
Betty Scott Noble   August 2006 - August 2008
Matrix Resources  May 2005 - July 2006
Wesley Wood's Geriatric Center - Alzheimer's Unit   January 2005 - May 2005
Agnes Scott College - Psychology Dept   August 2004 - December 2004
Agnes Scott College Library   August 2003 - May 2004

Education
Agnes Scott College   2001 — 2005
B.A.

Art Spinner Art Spinner Greater New York City Area Details
Art Spinner's Western Technology Investment Experience 2000 - Present
Job Seasoned technology investor and board member
Industry Investment Management
Experience
Western Technology Investment   2000 - Present
Spinner Asset Management   September 1993 - Present
Hambro International Venture Fund   July 1981 - September 1993
AXA Capital   July 1975 - June 1981
Loeb Rhoades   July 1973 - June 1975
The White House  June 1972 - September 1972

Skills
Hedge Funds, Investments, Venture Capital, Asset Managment, Equities, Alternative Investments, Portfolio Management, Asset Allocation, Investment Strategies, Derivatives, Bonds, Investment Management, Fund Of Funds, Financial Modeling, Equity Research, Private Equity, Asset Management, Investor Relations

Education
Harvard Business School   1971 — 1973
MBA, International Business

Claremont McKenna College   1967 — 1971
BA, International economics and Soviet studies

Angela Perteet Angela Perteet San Francisco Bay Area Details
Angela Perteet's Western Technology Investment Experience October 2011 - Present
Job at Western Technology Investment
Industry Venture Capital & Private Equity
Experience
Western Technology Investment   October 2011 - Present
TeleNav  April 2011 - October 2011
Independent Contractor  September 2009 - May 2011
Independent Contractor  December 2010 - April 2011
Cinequest  October 2010 - March 2011
San Jose State University Associated Students   January 2009 - April 2009

Skills
Event Planning, Corporate Events, Meeting Planning, Office Management, Organizational...

Education
San Jose State University   2008 — 2010
Bachelor of Arts, Communication Studies

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