White Oak Global Advisors, LLC

Industry: Company

Description

Founded: 2007 Subsidiary: White Oak Commercial Finance, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportWhite Oak Global Advisors, LLCWebsiteDirections Saved (0) Saved Save Corporate office Address: 900 3rd Ave, New York, NY 10022 Phone: (202) 456-1111Website: : : : : Category: Place name: : : Hours: Website: http://whiteoaksf.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of White Oak Global Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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White Oak Global Advisors, LLC Employees

Employee
Years
Job
Industry
David Lund David Lund San Francisco Bay Area Details
David Lund's White Oak Global Advisors, LLC Experience July 2010 - Present
Job Chief Financial Officer at White Oak Global Advisors, LLC
Industry Executive Office
Experience
White Oak Global Advisors, LLC   July 2010 - Present
Hercules Technology Growth Capital  June 2005 - May 2010
Rainmaker Systems, Inc.   January 2005 - June 2005

Skills
Microsoft Office, Financial Reporting, Financial Modeling, Business Strategy, Financial Analysis, Mergers & Acquisitions, QuickBooks, Accounting, Due Diligence, Microsoft Excel, Finance, Private Equity

Education
California State University-Chico
Bachelor of Arts (B.A.), Marketing

San Jose State University
Bachelor of Arts (B.A.), Accounting

Steven Santiago, CFA Steven Santiago, CFA San Francisco Bay Area Details
Steven Santiago, CFA's White Oak Global Advisors, LLC Experience August 2013 - Present
Job Partner at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC   August 2013 - Present
Navigant Capital Advisors  August 2007 - August 2013
Cochran Caronia Waller (now part of Macquarie Group)   March 2006 - February 2007
Dresner Partners  February 2005 - March 2006

Skills
Certification in..., Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Equity Research, Portfolio Management, Equities, Venture Capital, Hedge Funds, Corporate Development, Restructuring, Investments, Internal Controls, Mergers & Acquisitions, Emerging Markets, IPO, Asset Management, Business Valuation, Structured Finance, Financial Structuring, Finance, Fixed Income, Direct Lending, Chartered Financial..., Chartered Alternative..., Mergers, Equity Valuation, Alternative Investments, DCF

Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science with Honors, Finance and Accountancy

Kurt C. Peterson Kurt C. Peterson San Francisco, California Details
Kurt C. Peterson's White Oak Global Advisors, LLC Experience August 2011 - Present
Job Vice President at White Oak Global Advisors, LLC
Industry Financial Services
Experience
White Oak Global Advisors, LLC   August 2011 - Present
UBS Investment Bank  August 2010 - August 2011
Macquarie Group  August 2009 - August 2010
Lehman Brothers  May 2008 - July 2008

Skills
Due Diligence, Valuation, Alternative Investments, Private Equity, Strategy, Mergers, Corporate Finance, Investments, Restructuring, Mergers & Acquisitions, Asset Management, Investment Banking, Bloomberg, Equities, Leveraged Finance, Hedge Funds, Fixed Income, Venture Capital, Business Strategy

Education
Indiana University - Kelley School of Business   2005 — 2009
Bachelor of Science, Finance and Entrepreneurship

Woodbury High School   2001 — 2005

David Sherman David Sherman San Francisco, California Details
David Sherman's White Oak Global Advisors, LLC Experience December 2014 - Present
Job Analyst, Portfolio Management at White Oak Global Advisors, LLC
Industry Financial Services
Experience
White Oak Global Advisors, LLC   December 2014 - Present
Wells Fargo  July 2013 - December 2014
Ernst & Young  June 2012 - August 2012
Government Accountability Office  May 2011 - August 2011
Metro Atlanta Project   May 2010 - August 2010

Skills
Leadership, Financial Analysis, Finance, Managerial Finance, Internal Controls, Microsoft Excel, Banking, Accounting, Investments, Financial Modeling, Strategic Financial..., Corporate Finance, Valuation, Financial Accounting

Education
The College of William and Mary - The Mason School of Business   2012 — 2013
Master's degree, Accounting

The College of William and Mary   2008 — 2012
Bachelor of Business Administration (B.B.A.), Summa Cum Laude, Finance, with a concentration in accounting

The Lovett School

Taylor Conte Taylor Conte Incline Village, Nevada Details
Taylor Conte's White Oak Global Advisors, LLC Experience 2011 - 2012
Job Specialist, Corporate Services
Industry Management Consulting
Experience
BSM Consulting®  August 2015 - Present
Conte Asset Management, LLC   March 2015 - Present
VII Peaks Capital   June 2012 - March 2015
White Oak Global Advisors, LLC   2011 - 2012
Coldwell Banker Real Estate  May 2009 - September 2010

Skills
Investment Banking, Valuation, Hedge Funds, Corporate Finance, Investments, Due Diligence, Bloomberg, DCF, Private Equity, Equity Research, Equities, Equity Valuation, Alternative Investments, Asset Management, Financial Modeling, Investment Strategies, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, DCF Valuation, Investment Valuation, Enterprise Valuation, Comparable Analysis

Education
Santa Clara University   2008 — 2012
Bachelor of Science (BS), Psychology and Economics

Bishop Manogue Catholic HS   2005 — 2008

Hemanshi Mer Hemanshi Mer San Mateo, California Details
Hemanshi Mer's White Oak Global Advisors, LLC Experience April 2014 - Present
Job MBA Graduate
Industry Financial Services
Experience
White Oak Global Advisors LLC  April 2014 - Present
Overland Advisors  May 2013 - August 2013
CSU Stanislaus  August 2012 - May 2013
J.P. Morgan India Pvt. Ltd.   May 2007 - May 2009

Skills
Equities, Managerial Finance, Accounting, Financial Modeling, Capital Markets, Account Reconciliation, Investment Banking, Business Analysis, Requirements Gathering, Problem Solving, Requirements Analysis, Financial Analysis, Cash Management, Program Management, Data Analysis, Finance, Analysis, Valuation

Education
California State University-Stanislaus   2011 — 2013
Master's, MBA, A (GPA 3.55)

Bowie State University   2011 — 2011
Masters degree (transferred courses to CSU Stanislaus), Finance, 4.0

University of Mumbai   2002 — 2007
Bachelors degree (Thakur College of Science & Commerce), Accounting, A (GPA = 3.2)

Scott Johnston Scott Johnston San Francisco, California Details
Scott Johnston's White Oak Global Advisors, LLC Experience October 2011 - Present
Job Managing Director at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC   October 2011 - Present
Wells Fargo Capital Finance  August 2001 - October 2011
eFinance Corporation   August 2000 - June 2001
Bay View Financial Corporation   September 1996 - August 2000
US Bank  June 1991 - August 1996

Skills
Restructuring, Asset Based Lending, Mergers, Portfolio Management, Fixed Income, Mergers & Acquisitions, Debt Restructuring, Middle Market, Equities, Commercial Lending, Capital, Financial Advisory, Private Equity, Finance, Credit, Credit Analysis, Commercial Banking, Corporate Finance, Loans, Financial Structuring, Alternative Investments, Leveraged Finance, Structured Finance, Investment Banking

Education
Indiana University - Kelley School of Business   1987 — 1991
Finance and Accounting, B.S.

Rijksuniversiteit Limburg, Maastricht, Netherlands
Economics of European Integration

David Schulz David Schulz San Francisco Bay Area Details
David Schulz's White Oak Global Advisors, LLC Experience July 2014 - Present
Job Accountant at White Oak Global Advisors, LLC
Industry Accounting
Experience
White Oak Global Advisors, LLC   July 2014 - Present
EisnerAmper LLP  May 2012 - July 2014
Shea Labagh Dobberstein  January 2010 - June 2012
Summit State Bank  2009 - 2010
ALTEL  2007 - 2008

Skills
Auditing, Accounting, Financial Statements, Hedge Funds, Valuation, Investments, Banking, Derivatives, Financial Services, US GAAP, GAAP, Internal Controls

Education
Sonoma State University   2005 — 2009
BS, Accounting, Financial Management

Jonathan Weitzel Jonathan Weitzel San Francisco Bay Area Details
Jonathan Weitzel's White Oak Global Advisors, LLC Experience May 2013 - Present
Job Vice President at White Oak Global Advisors, LLC
Industry Financial Services
Experience
White Oak Global Advisors, LLC   May 2013 - Present
Sterling Stamos  September 2010 - May 2013
The Blackstone Group  June 2009 - August 2009
WELLS FARGO & COMPANY  September 2003 - June 2008
WELLS FARGO & COMPANY  February 2001 - March 2003

Skills
Portfolio Management, Business Valuation, Asset Allocation, Fixed Income, Valuation, Hedge Funds, Equities, Capital Structure, Financial Modeling, Alternative Investments, Due Diligence, Asset Management, Investments, Financial Analysis, Private Equity, Emerging Markets, Corporate Finance, High Yield, Credit Analysis, Bloomberg, Leveraged Finance, Industry Analysis, Bonds, Wealth Management, Equity Research, Credit Risk, Credit, Finance, Mutual Funds, Investment Management, Investment Banking, Economics, Strategy, Capital Markets

Education
The University of Chicago - Booth School of Business   2008 — 2010
Master, Business Administration; Finance and Accounting

CALIFORNIA POLYTECHNIC STATE UNIVERSITY (CAL POLY)   1996 — 2000
Bachelor of Science, Business Administration / Finance; Literature

Puneet Chabbewal Puneet Chabbewal San Francisco, California Details
Puneet Chabbewal's White Oak Global Advisors, LLC Experience July 2014 - Present
Job Senior Investment Associate at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC   July 2014 - Present
White Oak Global Advisors, LLC   August 2012 - July 2014
Moelis & Company  July 2010 - June 2012
Perella Weinberg Partners  June 2009 - August 2009
Catapult Advisors  May 2008 - August 2008

Skills
Mergers & Acquisitions, Investment Banking, Restructuring, Hedge Funds, Valuation, LBO, Financial Modeling, Private Equity, Corporate Finance, Credit, Due Diligence, Business Analysis, private credit, private debt

Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance

Scot Weisberg Scot Weisberg San Francisco Bay Area Details
Scot Weisberg's White Oak Global Advisors, LLC Experience January 2015 - Present
Job White Oak Global Advisors, LLC
Industry Financial Services
Experience
White Oak Global Advisors, LLC   January 2015 - Present
CIFC Asset Management  April 2014 - January 2015
Candlewood Investment Group, LP  July 2013 - April 2014
The Patriot Group, LLC  October 2012 - July 2013
Square 1 Bank  August 2011 - April 2012
SageCrest   September 2006 - December 2010
Alco Financial   June 2005 - September 2006
Fortress Investment Group  February 2003 - March 2005
CIT  1997 - 2003

Skills
Asset Based Lending, Portfolio Management, Private Equity, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Investments, Financial Analysis, Credit, Mergers, Loans, Hedge Funds, Equities, Credit Analysis, Fixed Income, Structured Finance, Capital Markets, Financial Structuring, Venture Capital, Finance, Restructuring, Funding, Mergers & Acquisitions, Mutual Funds, Leveraged Finance, Investment Banking, LBO, Alternative Investments, Capital, Emerging Markets, Securities, Asset Management, Acquisitions, Bonds, Credit Risk, Structured Products, Debt Restructuring

Education
University of Rhode Island - College of Business Administration   1989 — 1993
BS, Finance

worcester academy   1987 — 1989

Emilio Torres Emilio Torres San Francisco, California Details
Emilio Torres's White Oak Global Advisors, LLC Experience March 2015 - Present
Job Fund Accountant at White Oak Global Advisors, LLC
Industry Financial Services
Experience
White Oak Global Advisors, LLC   March 2015 - Present
Citco Fund Services  October 2014 - March 2015
The Arrache Group, Inc.   January 2013 - May 2014

Skills
Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, Financial Accounting, Financial Statements, Accounts Payable, Accounts Receivable, Financial Modeling, QuickBooks, Journal Entries, Microsoft Excel, Hedge Funds, Equities

Education
Loyola Marymount University   2010 — 2014
Bachelor of Arts (BA), Finance, General

St. Ignatius College Preparatory   2006 — 2010

Tom Otte Tom Otte San Francisco, California Details
Tom Otte's White Oak Global Advisors, LLC Experience January 2013 - Present
Job Managing Director, Head of Asset Based Lending at White Oak Global Advisors, LLC
Industry Financial Services
Experience
White Oak Global Advisors, LLC   January 2013 - Present
Presidential Financial Corporation  March 2012 - January 2013
TKO Finance Group LLC   June 2009 - February 2012
Dune Capital  January 2004 - June 2009
GE Commercial Finance  January 1988 - January 2004
GE Capital  1989 - 2004
GE Financial Assurance  January 1999 - January 2001
GE Capital Mexico   January 1995 - January 1999
First Chicago Bank & Trust  1977 - 1987

Skills
Aviation, Aircraft, Aircraft Leasing, Healthcare, Healthcare Consulting, Durable Medical..., Dialysis, Medical Imaging, Pharmaceuticals, Hospitals, Manufacturing, Commercial Lending, Factoring, Leasing, Equipment Finance, Vendor Finance, Supply Chain Finance, Mezzanine, Private Equity, Strategic Partnerships, Joint Ventures, Mergers, Executive Management, Board Level, Team Building, Start-ups, Business Growth, Insurance, Life Settlements, Premium Financing, Mexico, Chile, Singapore, Emerging Markets, Developing Countries, New Business Development, Asset Based Lending

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance

University of Illinois at Urbana-Champaign
BA, Finance

Thomas Finnigan IV Thomas Finnigan IV San Francisco, California Details
Thomas Finnigan IV's White Oak Global Advisors, LLC Experience January 2014 - Present
Job Director & Partner at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC   January 2014 - Present
White Oak Global Advisors, LLC   December 2011 - January 2014
White Oak Global Advisors, LLC   February 2011 - December 2011
McNamee Lawrence & Co.   January 2009 - January 2011
McNamee Lawrence & Co.   July 2006 - January 2009

Skills
Private Equity, Capital Structure, Precedent Transactions, Valuation, Financial Modeling, Venture Capital, Investment Banking, Private Placements, Mergers, Corporate Finance, Investments, Financial Analysis, LBO, Corporate Development, Hedge Funds, Mergers & Acquisitions, Strategy, DCF, Portfolio Management

Education
Dartmouth College   2002 — 2006
Economics, Finance

Austin Szafranski Austin Szafranski San Francisco, California Details
Austin Szafranski's White Oak Global Advisors, LLC Experience January 2015 - Present
Job Associate at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC   January 2015 - Present
BMO Financial Group  September 2012 - December 2014
PNC  May 2011 - September 2012
Cypress Partners LLC   April 2008 - May 2011
Morningstar  June 2010 - August 2010

Skills
Financial Modeling, Credit Analysis, Financial Analysis, Valuation, Corporate Finance, Investments, Portfolio Management, Due Diligence, Investment Banking, Capital Markets, Private Equity

Education
University of Pennsylvania - The Wharton School
B.S. Economics, Finance

Geoffrey Zbikowski Geoffrey Zbikowski San Francisco, California Details
Geoffrey Zbikowski's White Oak Global Advisors, LLC Experience 2011 - Present
Job Credit Investment Team at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC   2011 - Present
Financial Technology Partners  2010 - 2011
Gordian Group LLC  2008 - 2009
CIBC World Markets / Piper Jaffray   2005 - 2007

Skills
Capital Structure, Mergers & Acquisitions, Equities, Credit, Bonds, Valuation, DCF, Bankruptcy, Investments, Restructuring

Education
Columbia University in the City of New York   2003 — 2005
BS, Industrial Engineering & Operations Research, Economics

Hobart and William Smith Colleges   2000 — 2003
BS, Physics, Mathematics

United States Naval Academy Preparatory School   1999 — 2000

C.W. Baker High School

Clint Van Horn Clint Van Horn San Francisco, California Details
Clint Van Horn's White Oak Global Advisors, LLC Experience April 2013 - Present
Job Portfolio Operations
Industry Financial Services
Experience
White Oak Global Advisors, LLC   April 2013 - Present

Skills
Financial Operations, Trade Operations, Settlement, Hedge Funds, Trading, Investment Management, Fixed Income, Equities, Portfolio Management, Investments, Fund Administration, Investor Relations, Fund Of Funds, Financial Markets, AML, Securities, Bloomberg, Options, Financial Services, KYC, Alternative Investments, ClearPar, Bank Debt, CDS, Accounting, Debt Settlement

Education
University of California, Santa Cruz   2001 — 2005
Bachelor's Degree

Pat Clemens Pat Clemens San Francisco Bay Area Details
Pat Clemens's White Oak Global Advisors, LLC Experience January 2008 - September 2012
Job SVP/Investment Professional at Revere Capital, LLC
Industry Investment Management
Experience
Revere Capital, LLC   June 2014 - Present
White Oak Global Advisors, LLC   January 2008 - September 2012
CIT Business Capital   May 2006 - May 2007
GE Capital  May 2004 - May 2006
Convergence Strategies, LLC   January 2003 - March 2004
WR Hambrecht  July 2000 - November 2002
Silicon Valley Bank  November 1998 - May 2000
Union Bank of California  November 1993 - October 1998

Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Finance, Investment Banking, Finance, Strategy, Equities, Financial Structuring, Financial Services, Investments, Risk Management, Banking

Education
Purdue University   1985 — 1990

Eric Von Stafford Eric Von Stafford San Francisco Bay Area Details
Eric Von Stafford's White Oak Global Advisors, LLC Experience March 2010 - September 2014
Job Investment Director of Private Debt at Lapis Advisers, LP
Industry Financial Services
Experience
Lapis Advisers, LP   September 2014 - Present
White Oak Global Advisors, LLC   March 2010 - September 2014
Medley Capital  March 2007 - April 2010
httprint  2000 - 2002
Montgomery Securities  March 1996 - October 1999
Goldman Sachs  June 1992 - March 1996

Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Corporate Development, Investment Banking, Due Diligence, Corporate Finance, Alternative Investments, Equities, Capital Markets, LBO, Mergers & Acquisitions, Investments, Private Placements, Leveraged Finance, Asset Management, M&A experience, Mezzanine, Finance

Education
The University of Chicago - Booth School of Business   1990 — 1992
MBA, Finance

Georgetown University   1985 — 1988
Bachelor of Science (BS), Political Science and Government

United States Air Force Academy   1983 — 1984
NA

Patrick Conner Patrick Conner Dallas/Fort Worth Area Details
Patrick Conner's White Oak Global Advisors, LLC Experience June 2011 - Present
Job Partner and Managing Director at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC   June 2011 - Present
Armatura Capital Management, LLC   June 2009 - May 2011
Highland Capital Management  February 2002 - November 2008
Enron Corp.  August 1997 - December 2001
Boatmen's Bank  1992 - July 1995

Skills
Hedge Funds, Portfolio Management, Capital Markets, Investments, Mergers & Acquisitions, Leveraged Finance, Equities, Corporate Development, Credit, Business Strategy, Loans, Financial Advisory, Management, Alternative Investments, Mergers, Strategy, Special Situations

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance

Wichita State University   1989 — 1991
BBA, Finance

Christian Jorda Christian Jorda San Francisco Bay Area Details
Christian Jorda's White Oak Global Advisors, LLC Experience October 2011 - Present
Job Senior Accountant at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC   October 2011 - Present
P. Schoenfeld Asset Management  April 2008 - June 2011
Citi Group  April 2005 - March 2008

Skills
Equities, Fund Administration, Fixed Income, Swaps, Derivatives, Accounting, Corporate Finance, Financial Analysis, Fund Accounting, General Ledger, GAAP, Options

Education
St. Peter's College   2000 — 2004
BS, Accounting, Finance

J.B. Mitchell J.B. Mitchell San Francisco, California Details
J.B. Mitchell's White Oak Global Advisors, LLC Experience 2014 - Present
Job Analyst at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC   2014 - Present
US Capital Partners  2013 - 2014
Napa Valley Wealth Management   2012 - 2013
Harvey & Company LLC  April 2010 - August 2010

Skills
Financial Modeling, Investments, Equities, Investment Banking, Water Skiing, Corporate Finance, Fixed Income, Portfolio Management, Equity Research

Education
University of California, San Diego
Bachelor of Arts, Economics

CFA Institute

Dianne Chan Dianne Chan San Francisco Bay Area Details
Dianne Chan's White Oak Global Advisors, LLC Experience October 2010 - July 2011
Job Asset Management
Industry Financial Services
Experience
HedgeCount, LLC   January 2012 - April 2012
White Oak Global Advisors, LLC   October 2010 - July 2011
Ernst & Young  October 2007 - September 2010
SGV & Co. (a member practice of Ernst & Young Global)   November 2002 - September 2007

Skills
Assurance, Auditing, Asset Managment, Hedge Funds, Financial Reporting, US GAAP

Education
University of Santo Tomas   1998 — 2002
BS, Accountancy

Daniel Khouri Daniel Khouri San Francisco, California Details
Daniel Khouri's White Oak Global Advisors, LLC Experience October 2012 - May 2014
Job Colchis Capital Management, LP
Industry Investment Management
Experience
Colchis Capital Management, LP   December 2014 - Present
Halo Capital Management   July 2014 - Present
White Oak Global Advisors LLC  October 2012 - May 2014
Atalaya Capital Management  March 2011 - August 2012
TTM Capital, LLC   March 2009 - March 2011
D.B. Zwirn & Co.   August 2004 - October 2008
Citigroup  July 2002 - August 2004

Skills
Hedge Funds, Fixed Income, Credit, Private Equity, Special Situations, Distressed Debt, Investments, Alternative Investments, Asset Management, Valuation, Structured Finance, Asset Based Lending, Financial Analysis, Financial Structuring, Structured Products, Financial Services, High Yield, Leveraged Finance, Financial Modeling, Credit Analysis, Investment Management, Corporate Finance, Portfolio Management, Securitization, Financial Technology, Investment Banking, Asset Backed Financing

Education
University of Pennsylvania   1997 — 2002
BAS, BSE, Economics, Systems Engineering

Gregory Stilson Gregory Stilson United States Details
Gregory Stilson's White Oak Global Advisors, LLC Experience 2009 - Present
Job Managing Director Fixed Income
Industry Financial Services
Experience
White Oak Global Advisors, LLC   2009 - Present
Marinwood Fire Department   1997 - Present
Lucas Valley Swim Team   2005 - 2013
Pacific Growth Equities  2007 - 2008
Citigroup Cash Management   2004 - 2007
Hambrecht & Quist LLC   1996 - 2002
Dean Witter Reynolds, LLC   1991 - 1996

Skills
Bloomberg, Fixed Income, Training, Investments, Financial Modeling, Capital Markets, Mergers & Acquisitions, Asset Management, Management, Due Diligence, Private Equity, Valuation, Investment Banking, Portfolio Management, Equities, Venture Capital, Hedge Funds, Equity Research, Business Strategy, Financial Analysis, Securities, Series 7, Trading, Corporate Finance, Investment Advisory, Strategic Planning, Alternative Investments

Education
University of California, Berkeley   1983 — 1988
BA

Terra Linda High School

Becky Cho Becky Cho San Francisco Bay Area Details
Becky Cho's White Oak Global Advisors, LLC Experience August 2014 - October 2014
Job Staff Accountant at Novogradac & Company LLP
Industry Accounting
Experience
Novogradac & Company LLP  November 2014 - Present
White Oak Global Advisors, LLC   August 2014 - October 2014
Hook&Cook   June 2011 - June 2014
Volunteer Income Tax Assistance (VITA)   January 2013 - April 2014
Morgan Stanley  July 2013 - September 2013
Chinatown Community Development Center  September 2007 - September 2010

Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Data Analysis, Customer Service, Time Management, Research, Accounting, Event Planning, English, Teamwork, Windows, Teaching, Public Speaking, Community Outreach, Finance, Financial Statement..., Private Equity, Auditing, Tax

Education
University of California, Davis   2010 — 2014
Bachelor's Degree, Managerial Economics, Chinese

Foothill College   2013 — 2015
Associate's Degree, Accounting

Lowell High School   2006 — 2010
High School Diploma

Nnamdi Iwuagwu Nnamdi Iwuagwu San Francisco Bay Area Details
Nnamdi Iwuagwu's White Oak Global Advisors, LLC Experience June 2014 - Present
Job Accountant
Industry Accounting
Experience
White Oak Global Advisors, LLC   June 2014 - Present
Moss Adams LLP  February 2012 - December 2012
Overtime Fitness  February 2007 - February 2012

Skills
Fitness, Nutrition, Microsoft Office, Personal Training, Fitness Training, Wellness, Microsoft Excel, PowerPoint, Strength Training, Event Planning, Healthcare, Cpr Certified, Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, Microsoft Word, GAAP, Internal Controls, US GAAP

Education
Golden Gate University   2010 — 2014
Master's Degree, Accounting

San Jose State University   2002 — 2007
BS, Kinesiology

University of Colorado at Boulder   2001 — 2002

Eduardo Quijano Eduardo Quijano San Francisco Bay Area Details
Eduardo Quijano's White Oak Global Advisors, LLC Experience 2011 - May 2014
Job Analyst at fortifinancial
Industry Financial Services
Experience
Fortifinancial, Ltd.   June 2014 - Present
White Oak Global Advisors, LLC   2011 - May 2014
Citco Fund Services (San Francisco), Inc.   July 2007 - October 2010
Hall Capital Partners LLC  May 2005 - June 2007

Education
University of San Francisco

Richard Livingston Richard Livingston Redwood City, California Details
Richard Livingston's White Oak Global Advisors, LLC Experience July 2014 - Present
Job Intern, Analyst at White Oak Global Advisors, LLC
Industry
Experience
White Oak Global Advisors, LLC   July 2014 - Present
Stanford University  September 2012 - Present
Merrill Lynch  June 2013 - September 2013
LifeSquare   May 2012 - July 2012

Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, English, Nonprofits, Data Analysis, Customer Service

Education
Stanford University   2012 — 2016
Management Science and Engineering, Engineering/Economics, Junior

Crystal Springs Uplands School   2008 — 2012

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