WR Hambrecht + Co
Industry: Full service investment banking company
DescriptionWR Hambrecht + Co. is a full-service investment bank with headquarters in San Francisco and offices in New York, Boston, Philadelphia, and Tokyo. It specializes in using its unique auction process called OpenIPO to compete with the traditional methods of larger and more established banks. Founder: Bill Hambrecht Founded: 1998 Headquarters: San Francisco, CA Number of employees: 100 Type of business: Private Subsidiary: Wr Hambrecht + Co. Asset Management, Llc
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WR Hambrecht + Co Employees
Employee
Years
Job
Industry
Terri Herman Terri Herman's WR Hambrecht + Co Experience 2002 - 2007
Job Institutional Equity Sales
Industry Financial Services
Experience
Portales Partners, LLC June 2015 - Present
Brean Capital September 2007 - January 2014
WR Hambrecht + Co 2002 - 2007
Wasserstein Perella 1999 - 2002
Dillon Read Capital Management 1986 - 1998
Dean Witter 1972 - 1973
Skills
Sell Side, Institutional Investors, Institutional..., Equities, Equity Research, Capital Markets, Series 7, Investment Banking, Hedge Funds, Private Equity, Equity Trading, Investor Relations, Equity Valuation, Bloomberg, Trading, Private Placements, Alternative Investments, Series 63, Institutional Sales, Mutual Funds, Portfolio Management, Securities, Venture Capital, Asset Management, Series 24, Investment Management, Investments, Emerging Markets, Valuation, IPO, Financial Analysis, Fixed Income, DCF, ETFs
Education
Boston University 2010 — 2010
BS
Fair Lawn High
Portales Partners, LLC June 2015 - Present
Brean Capital September 2007 - January 2014
WR Hambrecht + Co 2002 - 2007
Wasserstein Perella 1999 - 2002
Dillon Read Capital Management 1986 - 1998
Dean Witter 1972 - 1973
Skills
Sell Side, Institutional Investors, Institutional..., Equities, Equity Research, Capital Markets, Series 7, Investment Banking, Hedge Funds, Private Equity, Equity Trading, Investor Relations, Equity Valuation, Bloomberg, Trading, Private Placements, Alternative Investments, Series 63, Institutional Sales, Mutual Funds, Portfolio Management, Securities, Venture Capital, Asset Management, Series 24, Investment Management, Investments, Emerging Markets, Valuation, IPO, Financial Analysis, Fixed Income, DCF, ETFs
Education
Boston University 2010 — 2010
BS
Fair Lawn High
David Eckstein David Eckstein's WR Hambrecht + Co Experience January 2000 - January 2002
Job PR/Marketing Consultant
Industry Public Relations and Communications
Experience
Rogue Marketing January 2006 - Present
Zap2it.com June 2011 - June 2012
Franklin Templeton Investments January 2003 - January 2006
WR Hambrecht + Co January 2000 - January 2002
Fleishman-Hillard January 1998 - January 2000
Ogilvy Public Relations Worldwide January 1997 - January 1998
Watson Wyatt Worldwide January 1995 - January 1997
Porter/Novelli January 1994 - January 1995
Skills
Media Relations, Corporate Communications, Public Relations, Press Releases, Social Media, Internal Communications, Advertising, Marketing, Social Media Marketing, Marketing Strategy, Brand Development, Digital Marketing, Corporate Social..., Film, Reputation Management, Management, Marketing Communications, Strategic Communications, Television, Crisis Communications
Education
Northwestern University 1989 — 1993
Bachelor's Degree, American History (United States)
Rogue Marketing January 2006 - Present
Zap2it.com June 2011 - June 2012
Franklin Templeton Investments January 2003 - January 2006
WR Hambrecht + Co January 2000 - January 2002
Fleishman-Hillard January 1998 - January 2000
Ogilvy Public Relations Worldwide January 1997 - January 1998
Watson Wyatt Worldwide January 1995 - January 1997
Porter/Novelli January 1994 - January 1995
Skills
Media Relations, Corporate Communications, Public Relations, Press Releases, Social Media, Internal Communications, Advertising, Marketing, Social Media Marketing, Marketing Strategy, Brand Development, Digital Marketing, Corporate Social..., Film, Reputation Management, Management, Marketing Communications, Strategic Communications, Television, Crisis Communications
Education
Northwestern University 1989 — 1993
Bachelor's Degree, American History (United States)
Jason Breaker, CFA Jason Breaker, CFA's WR Hambrecht + Co Experience November 2005 - August 2006
Job Institutional Equity Sales at Brean Murray, Carret
Industry Financial Services
Experience
Brean Capital, LLC August 2006 - January 2015
WR Hambrecht + Co November 2005 - August 2006
A.G. Edwards July 1999 - February 2005
Merrill Lynch July 1995 - July 1999
Skills
Investments, Hedge Funds, Mutual Funds, Marketing, Equities, Banking, Equity Research, Portfolio Management, Valuation, Financial Modeling, Series 7, Asset Management, Capital Markets
Education
Colorado College 1995 — 1995
BA, Philosophy and German Literature
Georg-August-Universität Göttingen 1992 — 1993
Philosophy
Brean Capital, LLC August 2006 - January 2015
WR Hambrecht + Co November 2005 - August 2006
A.G. Edwards July 1999 - February 2005
Merrill Lynch July 1995 - July 1999
Skills
Investments, Hedge Funds, Mutual Funds, Marketing, Equities, Banking, Equity Research, Portfolio Management, Valuation, Financial Modeling, Series 7, Asset Management, Capital Markets
Education
Colorado College 1995 — 1995
BA, Philosophy and German Literature
Georg-August-Universität Göttingen 1992 — 1993
Philosophy
Jason Kantor Jason Kantor's WR Hambrecht + Co Experience June 2002 - April 2005
Job Biotechnology analyst
Industry Financial Services
Experience
Artisan Partners May 2015 - Present
Credit Suisse October 2012 - May 2015
RBC Capital Markets April 2005 - July 2012
WR Hambrecht + Co June 2002 - April 2005
JPMorgan Chase 1999 - 2002
Skills
Biotechnology, Infectious Diseases, Oncology, Corporate Development, Venture Capital, Valuation, Equity Research, IPO, Financial Modeling, Equities, Pharmaceutical Industry, Equity Valuation, Biopharmaceuticals, Lifesciences
Education
Harvard University 1991 — 1997
Ph.D., Cell Biology
University of California, San Diego 1986 — 1990
Bachelor's degree, Biology
Artisan Partners May 2015 - Present
Credit Suisse October 2012 - May 2015
RBC Capital Markets April 2005 - July 2012
WR Hambrecht + Co June 2002 - April 2005
JPMorgan Chase 1999 - 2002
Skills
Biotechnology, Infectious Diseases, Oncology, Corporate Development, Venture Capital, Valuation, Equity Research, IPO, Financial Modeling, Equities, Pharmaceutical Industry, Equity Valuation, Biopharmaceuticals, Lifesciences
Education
Harvard University 1991 — 1997
Ph.D., Cell Biology
University of California, San Diego 1986 — 1990
Bachelor's degree, Biology
Jennifer Doan Jennifer Doan's WR Hambrecht + Co Experience June 2004 - December 2004
Job Director of Product Marketing at Cako Bakery
Industry Marketing and Advertising
Experience
Cako Bakery December 2013 - Present
SixDoors August 2013 - December 2013
Dishcrawl April 2013 - August 2013
EAT Club March 2012 - March 2013
Dishcrawl February 2012 - April 2012
Andrew Freeman & Co November 2011 - February 2012
JPMorgan Chase September 2009 - October 2011
Houlihan Lokey August 2006 - December 2008
American Cancer Society October 2005 - April 2006
WR Hambrecht + Co June 2004 - December 2004
Skills
food blogger, Culinary, Cooking, Catering, Parties, Menu Development, Culinary Skills, Food Photography, Project Management, Business Process..., Social Media Marketing, Marketing Communications, Marketing, Entrepreneurship, Product Management, Analytics, Start-ups, Strategy, Event Planning, Event Management, Social Media, Information Organization, Relationship Management, Creative Writing, Data Management, Data Analysis, Content Writing, Social Networking, Photography, Facebook, Blogging, Training, Management, Strategic Partnerships, Sales
Education
French Culinary Institute 2009 — 2009
Grand Diplome, Culinary Arts
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
B.S., Business Adminstration
University of California, Berkeley
Cako Bakery December 2013 - Present
SixDoors August 2013 - December 2013
Dishcrawl April 2013 - August 2013
EAT Club March 2012 - March 2013
Dishcrawl February 2012 - April 2012
Andrew Freeman & Co November 2011 - February 2012
JPMorgan Chase September 2009 - October 2011
Houlihan Lokey August 2006 - December 2008
American Cancer Society October 2005 - April 2006
WR Hambrecht + Co June 2004 - December 2004
Skills
food blogger, Culinary, Cooking, Catering, Parties, Menu Development, Culinary Skills, Food Photography, Project Management, Business Process..., Social Media Marketing, Marketing Communications, Marketing, Entrepreneurship, Product Management, Analytics, Start-ups, Strategy, Event Planning, Event Management, Social Media, Information Organization, Relationship Management, Creative Writing, Data Management, Data Analysis, Content Writing, Social Networking, Photography, Facebook, Blogging, Training, Management, Strategic Partnerships, Sales
Education
French Culinary Institute 2009 — 2009
Grand Diplome, Culinary Arts
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
B.S., Business Adminstration
University of California, Berkeley
Kerry O'Brien Kerry O'Brien's WR Hambrecht + Co Experience September 2008 - December 2008
Job Associate at Audax Mezzanine
Industry Venture Capital & Private Equity
Experience
Audax Mezzanine March 2012 - Present
BlackRock Kelso Capital June 2010 - January 2012
WR Hambrecht + Co September 2008 - December 2008
Education
Dartmouth College
BA, Economics
Audax Mezzanine March 2012 - Present
BlackRock Kelso Capital June 2010 - January 2012
WR Hambrecht + Co September 2008 - December 2008
Education
Dartmouth College
BA, Economics
Allan Tagg Allan Tagg's WR Hambrecht + Co Experience March 2000 - September 2001
Job IT Director at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2015 - Present
TaggTeam Systems February 2014 - Present
Bank of America March 2013 - February 2014
Bank of America September 2001 - March 2013
WR Hambrecht + Co March 2000 - September 2001
Skills
Vendor Management, Banking, Risk Management, Business Analysis, SDLC, Financial Services, Process Improvement, IT Strategy, Portfolio Management, Program Management, Enterprise Architecture, Project Management, Disaster Recovery, Credit Cards, Relationship Management, Telecommunications, Strategy, Management, Data Center, Product Management, Project Portfolio..., IT Management, Project Delivery, ITIL, Team Leadership, Business Process..., Integration, Business Intelligence, Governance, SharePoint, IT Operations, Financial Risk, PMO, Analytics, Change Management, PMP
Education
San Francisco State University, College of Business 1990 — 1993
Bachelor of Science (BS), Computer Science
Moorpark College 1988 — 1990
Associate's degree, General Studies
Fresno Pacific University 1987 — 1988
General Studies
Franklin Templeton Investments January 2015 - Present
TaggTeam Systems February 2014 - Present
Bank of America March 2013 - February 2014
Bank of America September 2001 - March 2013
WR Hambrecht + Co March 2000 - September 2001
Skills
Vendor Management, Banking, Risk Management, Business Analysis, SDLC, Financial Services, Process Improvement, IT Strategy, Portfolio Management, Program Management, Enterprise Architecture, Project Management, Disaster Recovery, Credit Cards, Relationship Management, Telecommunications, Strategy, Management, Data Center, Product Management, Project Portfolio..., IT Management, Project Delivery, ITIL, Team Leadership, Business Process..., Integration, Business Intelligence, Governance, SharePoint, IT Operations, Financial Risk, PMO, Analytics, Change Management, PMP
Education
San Francisco State University, College of Business 1990 — 1993
Bachelor of Science (BS), Computer Science
Moorpark College 1988 — 1990
Associate's degree, General Studies
Fresno Pacific University 1987 — 1988
General Studies
Justin David Carl's WR Hambrecht + Co Experience March 2005 - September 2005
Job Entrepreneur | Strategy I Marketing | Brand & Business Development
Industry Marketing and Advertising
Experience
Pen&Public August 2014 - Present
Oh My Green! August 2014 - Present
Stanford University January 2014 - Present
The Revolver Group December 2009 - September 2013
MyHouse, Crimson, Opera (Syndicate Hospitality Group) June 2008 - December 2009
Crimson, Opera, Mood, Garden of Eden (Syndicate Hospitality Group), February 2007 - June 2008
Element Nightclub, L'Scorpion Bar & Lounge, La Cantina Restuarant & Lounge (The PaJa Group) November 2006 - February 2007
Morgan Stanley June 2006 - September 2006
The Stanford Fund June 2003 - June 2006
WR Hambrecht + Co March 2005 - September 2005
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Marketing, Business Development, Social Media Marketing, Brand Development, Strategy, Marketing Strategy, Management, Innovation, Social Media, Digital Media, Sales, Fitness, Health, Fashion, Digital Marketing, Brand Management, Styling, Business Analysis, Personal Branding, Cross-functional Team..., Leadership, Branding & Identity, Strategic Planning, Corporate Branding, Brand Loyalty, Hospitality, Brand Implementation, Project Management, Customer Experience, Customer Acquisition, Brand Equity, Style Consulting, Long-term Customer..., Operations Management, Change Management, Organizational..., Strategic Leadership, Leadership Development, Digital Strategy, Management Consulting, Strategic Consulting, Yoga, Personal Style, Branding Consultancy, Training, Image Consulting, Team Leadership
Education
Stanford University
Bachelor's Degree, Science, Technology, & Society Management Science & Engineering
Pen&Public August 2014 - Present
Oh My Green! August 2014 - Present
Stanford University January 2014 - Present
The Revolver Group December 2009 - September 2013
MyHouse, Crimson, Opera (Syndicate Hospitality Group) June 2008 - December 2009
Crimson, Opera, Mood, Garden of Eden (Syndicate Hospitality Group), February 2007 - June 2008
Element Nightclub, L'Scorpion Bar & Lounge, La Cantina Restuarant & Lounge (The PaJa Group) November 2006 - February 2007
Morgan Stanley June 2006 - September 2006
The Stanford Fund June 2003 - June 2006
WR Hambrecht + Co March 2005 - September 2005
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Marketing, Business Development, Social Media Marketing, Brand Development, Strategy, Marketing Strategy, Management, Innovation, Social Media, Digital Media, Sales, Fitness, Health, Fashion, Digital Marketing, Brand Management, Styling, Business Analysis, Personal Branding, Cross-functional Team..., Leadership, Branding & Identity, Strategic Planning, Corporate Branding, Brand Loyalty, Hospitality, Brand Implementation, Project Management, Customer Experience, Customer Acquisition, Brand Equity, Style Consulting, Long-term Customer..., Operations Management, Change Management, Organizational..., Strategic Leadership, Leadership Development, Digital Strategy, Management Consulting, Strategic Consulting, Yoga, Personal Style, Branding Consultancy, Training, Image Consulting, Team Leadership
Education
Stanford University
Bachelor's Degree, Science, Technology, & Society Management Science & Engineering
Charles Beadnall's WR Hambrecht + Co Experience June 2001 - March 2002
Job VicePresident, Engineering at GoDaddy.com
Industry Internet
Experience
GoDaddy August 2013 - Present
Yahoo April 2010 - August 2013
Metaweb Technologies, Inc. May 2008 - April 2010
Verisign April 2002 - April 2008
WR Hambrecht + Co June 2001 - March 2002
Skills
System Architecture, Scalability, Distributed Systems, Cloud Computing, Linux, Agile Methodologies, Databases, Unix, High Availability, Software Engineering, Architecture, SaaS, Enterprise Software, Scrum
Education
Ludwig-Maximilians Universität
Northwestern University
GoDaddy August 2013 - Present
Yahoo April 2010 - August 2013
Metaweb Technologies, Inc. May 2008 - April 2010
Verisign April 2002 - April 2008
WR Hambrecht + Co June 2001 - March 2002
Skills
System Architecture, Scalability, Distributed Systems, Cloud Computing, Linux, Agile Methodologies, Databases, Unix, High Availability, Software Engineering, Architecture, SaaS, Enterprise Software, Scrum
Education
Ludwig-Maximilians Universität
Northwestern University
Michael Franks, CFP® Michael Franks, CFP®'s WR Hambrecht + Co Experience March 2000 - March 2002
Job Front Porch Financial Management, LLC
Industry Financial Services
Experience
Front Porch Financial Management, LLC October 2012 - Present
Merrill Lynch April 2008 - October 2012
Hogan Financial Management December 2006 - January 2008
Raymond James March 2002 - November 2006
WR Hambrecht + Co March 2000 - March 2002
Prudential Securities May 1995 - March 2000
Skills
Investments, Series 7, Equities, Retirement Planning, Series 63, Portfolio Management, FINRA, Securities, Asset Allocation
Education
Cornell University 1990 — 1994
BS, Business, Management, Marketing, and Related Support Services
Chaminade High School 1986 — 1990
Front Porch Financial Management, LLC October 2012 - Present
Merrill Lynch April 2008 - October 2012
Hogan Financial Management December 2006 - January 2008
Raymond James March 2002 - November 2006
WR Hambrecht + Co March 2000 - March 2002
Prudential Securities May 1995 - March 2000
Skills
Investments, Series 7, Equities, Retirement Planning, Series 63, Portfolio Management, FINRA, Securities, Asset Allocation
Education
Cornell University 1990 — 1994
BS, Business, Management, Marketing, and Related Support Services
Chaminade High School 1986 — 1990
Jessica Albrecht Jessica Albrecht's WR Hambrecht + Co Experience June 2000 - February 2013
Job Regional Administrative Officer at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services September 2014 - Present
Garden to Ewe January 2010 - Present
CMS Wealth Management February 2013 - August 2014
WR Hambrecht + Co June 2000 - February 2013
Hambrecht Capital Partners, LLC January 2007 - December 2009
Prudens Capital, LLC January 2007 - December 2009
Skills
Hedge Funds, Microsoft Office, Investments, Morningstar Office, FC Office (FundCount), ADP BPS, NetExchange Pro, CICS Broker Suite, retail brokerage, TD Ameritrade VEO, Fidelity Institutional
Education
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (BA), Art History
Citizens Investment Services September 2014 - Present
Garden to Ewe January 2010 - Present
CMS Wealth Management February 2013 - August 2014
WR Hambrecht + Co June 2000 - February 2013
Hambrecht Capital Partners, LLC January 2007 - December 2009
Prudens Capital, LLC January 2007 - December 2009
Skills
Hedge Funds, Microsoft Office, Investments, Morningstar Office, FC Office (FundCount), ADP BPS, NetExchange Pro, CICS Broker Suite, retail brokerage, TD Ameritrade VEO, Fidelity Institutional
Education
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (BA), Art History
Heather Rascher's WR Hambrecht + Co Experience February 2000 - September 2001
Job Principal Consultant at Strategic Marketing Services
Industry Market Research
Experience
Strategic Marketing Services 2010 - Present
GameChanger Products 2012 - Present
Jamba Juice 2011 - 2012
Bovitz Research Group 2010 - 2011
SportsEconomics, LLC 2005 - 2010
Diageo 2006 - 2007
The Clorox Company June 2004 - August 2005
NSHMBA 2003 - 2004
Del Monte Foods June 2003 - August 2003
WR Hambrecht + Co February 2000 - September 2001
Skills
Marketing Research, Consumer Insights, Cross-functional Team..., Consumer Products, Licensing, Segmentation, Market Research, Product Development, Competitive Analysis, Marketing Strategy, Analytics, Marketing Communications, Brand Management, Customer Insight, Start-ups, Entrepreneurship, Marketing, Online Marketing, Management, FMCG, Consumer Behaviour
Education
University of California, Berkeley, Haas School of Business 2002 — 2004
MBA, Marketing
University of California, Berkeley 1994 — 1998
BA, Economics, English
Strategic Marketing Services 2010 - Present
GameChanger Products 2012 - Present
Jamba Juice 2011 - 2012
Bovitz Research Group 2010 - 2011
SportsEconomics, LLC 2005 - 2010
Diageo 2006 - 2007
The Clorox Company June 2004 - August 2005
NSHMBA 2003 - 2004
Del Monte Foods June 2003 - August 2003
WR Hambrecht + Co February 2000 - September 2001
Skills
Marketing Research, Consumer Insights, Cross-functional Team..., Consumer Products, Licensing, Segmentation, Market Research, Product Development, Competitive Analysis, Marketing Strategy, Analytics, Marketing Communications, Brand Management, Customer Insight, Start-ups, Entrepreneurship, Marketing, Online Marketing, Management, FMCG, Consumer Behaviour
Education
University of California, Berkeley, Haas School of Business 2002 — 2004
MBA, Marketing
University of California, Berkeley 1994 — 1998
BA, Economics, English
Stephen Ferrari's WR Hambrecht + Co Experience May 2015 - August 2015
Job Student at California State UniversityChico
Industry Financial Services
Experience
WR Hambrecht + Co May 2015 - August 2015
Performance Mechanical Inc May 2014 - July 2014
Dolan's Lumber, Doors, and Windows January 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, AutoCAD
Education
California State University-Chico 2012 — 2015
Accounting and Finance
WR Hambrecht + Co May 2015 - August 2015
Performance Mechanical Inc May 2014 - July 2014
Dolan's Lumber, Doors, and Windows January 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, AutoCAD
Education
California State University-Chico 2012 — 2015
Accounting and Finance
Yinan (Aaron) Du's WR Hambrecht + Co Experience January 2002 - February 2002
Job Serial Entrepreneur
Industry Internet
Experience
Delivering Happiness Group (Cayman) Ltd. / 24Quan.com 2009 - 2013
Kingdon Capital June 2008 - August 2008
Kohlberg Kravis Roberts & Co. 2006 - 2008
J.P. Morgan 2003 - 2006
Merrill Lynch June 2002 - August 2002
WR Hambrecht + Co January 2002 - February 2002
Skills
Problem Solving, Private Equity, Venture Capital, Engineering, Financial Modeling, Valuation, Leadership, Social Skills, Entrepreneurship, Strategy, Finance, Investment Banking, Emerging Markets, Business Strategy, Strategic Planning, Financial Analysis, Corporate Development, Product Management, Corporate Finance
Education
Harvard Business School 2008 — 2009
MBA, General Management
Massachusetts Institute of Technology 2001 — 2005
Master of Engineering (M.Eng.), Bachelor of Science (S.B.), 4.8/5.0
University of Cambridge 2003 — 2004
Economics, Electrical Engineering
Walnut High School 1999 — 2001
Tianjin Experimental High School 1995 — 1999
Delivering Happiness Group (Cayman) Ltd. / 24Quan.com 2009 - 2013
Kingdon Capital June 2008 - August 2008
Kohlberg Kravis Roberts & Co. 2006 - 2008
J.P. Morgan 2003 - 2006
Merrill Lynch June 2002 - August 2002
WR Hambrecht + Co January 2002 - February 2002
Skills
Problem Solving, Private Equity, Venture Capital, Engineering, Financial Modeling, Valuation, Leadership, Social Skills, Entrepreneurship, Strategy, Finance, Investment Banking, Emerging Markets, Business Strategy, Strategic Planning, Financial Analysis, Corporate Development, Product Management, Corporate Finance
Education
Harvard Business School 2008 — 2009
MBA, General Management
Massachusetts Institute of Technology 2001 — 2005
Master of Engineering (M.Eng.), Bachelor of Science (S.B.), 4.8/5.0
University of Cambridge 2003 — 2004
Economics, Electrical Engineering
Walnut High School 1999 — 2001
Tianjin Experimental High School 1995 — 1999
Mark Keating, CFP®'s WR Hambrecht + Co Experience April 2000 - December 2001
Job Wealth Manager at Willow Creek Wealth Management
Industry Financial Services
Experience
Willow Creek Wealth Management, Inc. January 2008 - Present
Exchange Bank April 2006 - January 2008
Wells Fargo Securities January 2002 - August 2005
WR Hambrecht + Co April 2000 - December 2001
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Managment, Securities, Equities, Financial Analysis, Bonds, Wealth Management, Retirement Planning, Investment Advisory, Equity Trading, Trading, Capital Markets
Education
Santa Clara University 1993 — 1997
Bachelor of Science, Accounting
Cardinal Newman High School 1989 — 1993
Willow Creek Wealth Management, Inc. January 2008 - Present
Exchange Bank April 2006 - January 2008
Wells Fargo Securities January 2002 - August 2005
WR Hambrecht + Co April 2000 - December 2001
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Managment, Securities, Equities, Financial Analysis, Bonds, Wealth Management, Retirement Planning, Investment Advisory, Equity Trading, Trading, Capital Markets
Education
Santa Clara University 1993 — 1997
Bachelor of Science, Accounting
Cardinal Newman High School 1989 — 1993
Steven Aaron Steven Aaron's WR Hambrecht + Co Experience November 2014 - Present
Job Chief Compliance Officer at WR Hambrecht + Co
Industry Financial Services
Experience
WR Hambrecht + Co November 2014 - Present
Steven Aaron Consulting June 2011 - October 2014
Charles Schwab October 2009 - October 2010
Wells Fargo Securities August 2003 - September 2008
JP Morgan May 2001 - June 2003
Chase, Hambrecht & Quist November 1999 - May 2001
Hambrecht & Quist September 1993 - February 2000
NASD November 1987 - August 1993
Skills
Compliance, Global Compliance, Financial Services, Broker-Dealer, NASD, Broker-Dealer Compliance, FINRA, Capital Markets, Investment Advisor..., Securities Regulation, General Securities..., Securities License, Private Placements, Chief Compliance..., compliance monitoring..., private client..., capital markets..., Written supervisory..., compliance manual, regulatory inquiries, regulators, operations compliance, AML Program, Compliance Consulting, Operations Management, Financial Regulation, Series 63, Securities, Finance, AML, Financial Markets, Options, Hedge Funds, Leadership, Series 7, ETFs, Management, Investment Banking, Mergers & Acquisitions, Series 24, Executive Management, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Trading, KYC
Education
University of San Francisco - Masagung Graduate School of Management 1986 — 1987
MBA
University of Oregon 1980 — 1984
B.S., Economics
WR Hambrecht + Co November 2014 - Present
Steven Aaron Consulting June 2011 - October 2014
Charles Schwab October 2009 - October 2010
Wells Fargo Securities August 2003 - September 2008
JP Morgan May 2001 - June 2003
Chase, Hambrecht & Quist November 1999 - May 2001
Hambrecht & Quist September 1993 - February 2000
NASD November 1987 - August 1993
Skills
Compliance, Global Compliance, Financial Services, Broker-Dealer, NASD, Broker-Dealer Compliance, FINRA, Capital Markets, Investment Advisor..., Securities Regulation, General Securities..., Securities License, Private Placements, Chief Compliance..., compliance monitoring..., private client..., capital markets..., Written supervisory..., compliance manual, regulatory inquiries, regulators, operations compliance, AML Program, Compliance Consulting, Operations Management, Financial Regulation, Series 63, Securities, Finance, AML, Financial Markets, Options, Hedge Funds, Leadership, Series 7, ETFs, Management, Investment Banking, Mergers & Acquisitions, Series 24, Executive Management, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Trading, KYC
Education
University of San Francisco - Masagung Graduate School of Management 1986 — 1987
MBA
University of Oregon 1980 — 1984
B.S., Economics
Pete Dinh Pete Dinh's WR Hambrecht + Co Experience 1999 - 2000
Job Chief Financial Officer at American Giant
Industry Investment Banking
Experience
American Giant January 2015 - Present
Ackrell Capital, LLC November 2011 - December 2014
Corporate Development Consultant 2010 - November 2011
Frazier Co. 2006 - 2010
JMP Securities 2002 - 2005
ABN AMRO 2000 - 2001
WR Hambrecht + Co 1999 - 2000
Donaldson, Lufkin & Jenrette 1994 - 1997
Skills
Venture Capital, Mergers, Corporate Development, Capital Raising, Private Equity, Investment Banking, Valuation, Business Valuation, Entrepreneurship, Financial Modeling, Capital Markets, Equities, Alternative Investments, M&A experience, Start-ups, LBO, Private Placements, Strategy, Investments, Due Diligence, Fixed Income, Mergers & Acquisitions, Leveraged Finance, Financial Services, Capital
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Strategy & Finance
Stanford University 1990 — 1994
Bachelor of Arts (B.A.), Economics and Political Science
American Giant January 2015 - Present
Ackrell Capital, LLC November 2011 - December 2014
Corporate Development Consultant 2010 - November 2011
Frazier Co. 2006 - 2010
JMP Securities 2002 - 2005
ABN AMRO 2000 - 2001
WR Hambrecht + Co 1999 - 2000
Donaldson, Lufkin & Jenrette 1994 - 1997
Skills
Venture Capital, Mergers, Corporate Development, Capital Raising, Private Equity, Investment Banking, Valuation, Business Valuation, Entrepreneurship, Financial Modeling, Capital Markets, Equities, Alternative Investments, M&A experience, Start-ups, LBO, Private Placements, Strategy, Investments, Due Diligence, Fixed Income, Mergers & Acquisitions, Leveraged Finance, Financial Services, Capital
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Strategy & Finance
Stanford University 1990 — 1994
Bachelor of Arts (B.A.), Economics and Political Science
Richard Petersen Richard Petersen's WR Hambrecht + Co Experience February 2001 - May 2003
Job Principal at Levin Capital Strategies
Industry Investment Management
Experience
Levin Capital Strategies L.P. May 2006 - Present
Pacific Crest Securities June 2003 - May 2006
WR Hambrecht + Co February 2001 - May 2003
Credit Suisse March 1999 - May 2001
DoubleClick 1996 - 1998
Skills
Equities, Valuation, Financial Modeling, Equity Research, Equity Valuation
Education
Columbia Business School 1994 — 1996
MBA, Finance
Levin Capital Strategies L.P. May 2006 - Present
Pacific Crest Securities June 2003 - May 2006
WR Hambrecht + Co February 2001 - May 2003
Credit Suisse March 1999 - May 2001
DoubleClick 1996 - 1998
Skills
Equities, Valuation, Financial Modeling, Equity Research, Equity Valuation
Education
Columbia Business School 1994 — 1996
MBA, Finance
Jeff Berry Jeff Berry's WR Hambrecht + Co Experience June 2005 - August 2005
Job : )
Industry Computer Networking
Experience
Riverbed Technology July 2012 - November 2013
Avondale-Conquest November 2009 - 2011
Charles Schwab October 2006 - December 2009
WR Hambrecht + Co June 2005 - August 2005
Merriman Curhan Ford & Co. April 2004 - April 2005
Skills
Portfolio Management, Series 7, Series 63, Trading, Securities, Asset Allocation, Equities, Investments, Asset Managment, Equity Trading, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Capital Markets, Financial Modeling, Valuation, Fixed Income, Financial Analysis, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Investment Banking, Oracle, Microsoft Excel, Salesforce.com
Education
University of Southern California 1985 — 1988
BA, Major - Greek Studies
Menlo College 1983 — 1985
AA, General
North High School Bakersfield, CA 1979 — 1983
My god I've come a long way . . .
Riverbed Technology July 2012 - November 2013
Avondale-Conquest November 2009 - 2011
Charles Schwab October 2006 - December 2009
WR Hambrecht + Co June 2005 - August 2005
Merriman Curhan Ford & Co. April 2004 - April 2005
Skills
Portfolio Management, Series 7, Series 63, Trading, Securities, Asset Allocation, Equities, Investments, Asset Managment, Equity Trading, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Capital Markets, Financial Modeling, Valuation, Fixed Income, Financial Analysis, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Investment Banking, Oracle, Microsoft Excel, Salesforce.com
Education
University of Southern California 1985 — 1988
BA, Major - Greek Studies
Menlo College 1983 — 1985
AA, General
North High School Bakersfield, CA 1979 — 1983
My god I've come a long way . . .
Bill Jenkins's WR Hambrecht + Co Experience 2004 - 2006
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company February 2015 - Present
McKinsey & Company September 2012 - February 2015
Thomson Reuters February 2009 - August 2010
StarMine March 2006 - February 2009
WR Hambrecht + Co 2004 - 2006
Federal Reserve Bank of New York 2003 - 2004
Skills
Financial Modeling, Valuation, Analytics, Business Strategy, Competitive Analysis, Equities, Financial Analysis, Start-ups, Venture Capital, Investment Banking, Management Consulting, Strategy, Corporate Development, Private Equity, Emerging Markets, Due Diligence, Market Research, Corporate Finance, Mergers & Acquisitions, Business Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Business Administration
Trinity College-Hartford 1999 — 2003
BA, Economics
Boston College High School 1994 — 1999
McKinsey & Company February 2015 - Present
McKinsey & Company September 2012 - February 2015
Thomson Reuters February 2009 - August 2010
StarMine March 2006 - February 2009
WR Hambrecht + Co 2004 - 2006
Federal Reserve Bank of New York 2003 - 2004
Skills
Financial Modeling, Valuation, Analytics, Business Strategy, Competitive Analysis, Equities, Financial Analysis, Start-ups, Venture Capital, Investment Banking, Management Consulting, Strategy, Corporate Development, Private Equity, Emerging Markets, Due Diligence, Market Research, Corporate Finance, Mergers & Acquisitions, Business Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Business Administration
Trinity College-Hartford 1999 — 2003
BA, Economics
Boston College High School 1994 — 1999
Cassie Resnick Cassie Resnick's WR Hambrecht + Co Experience July 2006 - April 2007
Job Vice President Hotel Acquisitions at Mast Capital
Industry Real Estate
Experience
Mast Capital April 2011 - Present
Jones Lang LaSalle Hotels May 2007 - April 2011
WR Hambrecht + Co July 2006 - April 2007
Skills
Valuation, Asset Managment, Real Estate Economics, Disposition, Real Estate Development, Due Diligence, Financial Modeling
Education
Cornell University 2002 — 2006
BS, Hotel Administration
Mast Capital April 2011 - Present
Jones Lang LaSalle Hotels May 2007 - April 2011
WR Hambrecht + Co July 2006 - April 2007
Skills
Valuation, Asset Managment, Real Estate Economics, Disposition, Real Estate Development, Due Diligence, Financial Modeling
Education
Cornell University 2002 — 2006
BS, Hotel Administration
Bill Dreher Bill Dreher's WR Hambrecht + Co Experience May 2002 - March 2003
Job Retail Equity Analyst & Investor
Industry Retail
Experience
ERES Greenwich January 2014 - Present
Newedge January 2012 - September 2012
Deutsche Bank Securities March 2003 - June 2011
WR Hambrecht + Co May 2002 - March 2003
Robertson Stephens December 1999 - May 2002
Donaldson, Lufkin & Jenrette January 1998 - November 1999
Donaldson, Lufkin & Jenrete September 1995 - January 1998
Advertising To Women, Inc. January 1991 - December 1992
Advertising To Women, Inc. September 1989 - December 1992
Skills
Equity Research, Retail, Portfolio Management, Valuation, Financial Modeling, Series 7, Series 63, Series 65, Asset Managment, Industry Analysis, Department Stores, Luxury Goods, Financial Analysis, Financial Statement..., Client Relations Skills, Planning & Execution of..., Entertainment Management, Team Leadership, New Store Development, Store Setup, Retail Technology, Merchandising, Marketing, Mergers & Acquisitions, Asset Management, Private Equity, Competitive Analysis, Venture Capital, Corporate Development, Corporate Finance, Bloomberg, Equities, Investments, Fixed Income, Trading, Equity Valuation, Due Diligence, Institutional..., Equity Capital Markets, Investment Banking, Hedge Funds, Asset Allocation, Equity Trading, Alternative Investments, Capital Markets, Finance, Investment Strategies, Investment Management, Chartered Financial..., Economics
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Marketing
The George Washington University
BA, Political Science, International Relations
Wadham College, University Of Oxford
British Government and Political Parties
Blair Academy
Buckley School
ERES Greenwich January 2014 - Present
Newedge January 2012 - September 2012
Deutsche Bank Securities March 2003 - June 2011
WR Hambrecht + Co May 2002 - March 2003
Robertson Stephens December 1999 - May 2002
Donaldson, Lufkin & Jenrette January 1998 - November 1999
Donaldson, Lufkin & Jenrete September 1995 - January 1998
Advertising To Women, Inc. January 1991 - December 1992
Advertising To Women, Inc. September 1989 - December 1992
Skills
Equity Research, Retail, Portfolio Management, Valuation, Financial Modeling, Series 7, Series 63, Series 65, Asset Managment, Industry Analysis, Department Stores, Luxury Goods, Financial Analysis, Financial Statement..., Client Relations Skills, Planning & Execution of..., Entertainment Management, Team Leadership, New Store Development, Store Setup, Retail Technology, Merchandising, Marketing, Mergers & Acquisitions, Asset Management, Private Equity, Competitive Analysis, Venture Capital, Corporate Development, Corporate Finance, Bloomberg, Equities, Investments, Fixed Income, Trading, Equity Valuation, Due Diligence, Institutional..., Equity Capital Markets, Investment Banking, Hedge Funds, Asset Allocation, Equity Trading, Alternative Investments, Capital Markets, Finance, Investment Strategies, Investment Management, Chartered Financial..., Economics
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Marketing
The George Washington University
BA, Political Science, International Relations
Wadham College, University Of Oxford
British Government and Political Parties
Blair Academy
Buckley School
Jack Thomas Jack Thomas's WR Hambrecht + Co Experience 2000 - 2003
Job Registered Principal at Gryphon Private Wealth Management
Industry Financial Services
Experience
Gryphon Private Wealth Management April 2012 - Present
Independent Financial Group March 2010 - Present
Cordillera Wealth Alliance May 2009 - April 2012
Mueller Investments/AFA Financial Group December 2004 - November 2007
WR Hambrecht + Co 2000 - 2003
Charles Schwab January 1996 - January 1999
Skills
Retirement, Wealth, Personal Finance, Series 7, Wealth Management, Investments, Investment Advisory, Series 63, Financial Analysis, Securities, Financial Modeling, Asset Managment, Fixed Income, Trading, Strategic Financial..., Asset Management, Brokerage, Portfolio Management, Investment Strategies, Equities, Estate Planning, Mutual Funds, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Asset Allocation, Uniform Combined State..., Series 65, Finance, Risk Management, Financial Services, Investment Management, Insurance
Education
Arizona State University 1991 — 1995
B.S., Finance
Wood River High School, Hailey Idaho 1988 — 1991
Gryphon Private Wealth Management April 2012 - Present
Independent Financial Group March 2010 - Present
Cordillera Wealth Alliance May 2009 - April 2012
Mueller Investments/AFA Financial Group December 2004 - November 2007
WR Hambrecht + Co 2000 - 2003
Charles Schwab January 1996 - January 1999
Skills
Retirement, Wealth, Personal Finance, Series 7, Wealth Management, Investments, Investment Advisory, Series 63, Financial Analysis, Securities, Financial Modeling, Asset Managment, Fixed Income, Trading, Strategic Financial..., Asset Management, Brokerage, Portfolio Management, Investment Strategies, Equities, Estate Planning, Mutual Funds, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Asset Allocation, Uniform Combined State..., Series 65, Finance, Risk Management, Financial Services, Investment Management, Insurance
Education
Arizona State University 1991 — 1995
B.S., Finance
Wood River High School, Hailey Idaho 1988 — 1991
Gordon K. Rusty Johnson Gordon K. Rusty Johnson's WR Hambrecht + Co Experience 2002 - 2007
Job COO & CFO at KemPharm, Inc.
Industry Pharmaceuticals
Experience
KemPharm, Inc. July 2013 - Present
Citius Pharmaceuticals, LLC November 2012 - July 2013
Direct Markets, Inc. July 2012 - November 2012
Rodman & Renshaw 2011 - 2012
Piper Jaffray 2007 - 2011
WR Hambrecht + Co 2002 - 2007
Deutsche Bank 1992 - 2001
Mabon Securities Corp. 1991 - 1992
Kidder Peabody 1983 - 1991
First Boston Corporation 1979 - 1983
Education
Harvard Business School 1977 — 1979
Master of Business Administration (MBA)
University of Missouri-Columbia 1971 — 1973
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Washington University in St. Louis 1969 — 1971
KemPharm, Inc. July 2013 - Present
Citius Pharmaceuticals, LLC November 2012 - July 2013
Direct Markets, Inc. July 2012 - November 2012
Rodman & Renshaw 2011 - 2012
Piper Jaffray 2007 - 2011
WR Hambrecht + Co 2002 - 2007
Deutsche Bank 1992 - 2001
Mabon Securities Corp. 1991 - 1992
Kidder Peabody 1983 - 1991
First Boston Corporation 1979 - 1983
Education
Harvard Business School 1977 — 1979
Master of Business Administration (MBA)
University of Missouri-Columbia 1971 — 1973
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Washington University in St. Louis 1969 — 1971
Curtis Thom Curtis Thom's WR Hambrecht + Co Experience June 2005 - November 2007
Job Managing Director of Institutional Equities at Roth Capital Partners
Industry Investment Banking
Experience
Roth Capital Partners September 2014 - Present
Roth Capital Partners September 2011 - Present
Gleacher & company November 2007 - August 2011
WR Hambrecht + Co June 2005 - November 2007
Sanders Morris Harris August 2003 - June 2005
Adams Harkness July 1999 - June 2003
EVEREN August 1997 - June 1999
Raymond James & Associates, Inc 1996 - 1996
Pitney Bowes July 1993 - December 1995
PwC September 1991 - July 1993
Skills
Equities, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Emerging Markets, Equity Research, Equity Sales, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Institutional, Institutional Sales, Investment Advisory, Investment Management, Investor Relations, Mergers, Portfolio Management, Securities, Series 63, Valuation, Venture Capital
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
business
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (BS), accounting
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science (BS), Accounting
Roth Capital Partners September 2014 - Present
Roth Capital Partners September 2011 - Present
Gleacher & company November 2007 - August 2011
WR Hambrecht + Co June 2005 - November 2007
Sanders Morris Harris August 2003 - June 2005
Adams Harkness July 1999 - June 2003
EVEREN August 1997 - June 1999
Raymond James & Associates, Inc 1996 - 1996
Pitney Bowes July 1993 - December 1995
PwC September 1991 - July 1993
Skills
Equities, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Emerging Markets, Equity Research, Equity Sales, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Institutional, Institutional Sales, Investment Advisory, Investment Management, Investor Relations, Mergers, Portfolio Management, Securities, Series 63, Valuation, Venture Capital
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
business
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (BS), accounting
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science (BS), Accounting
Charles Ocheret Charles Ocheret's WR Hambrecht + Co Experience 1998 - 2002
Job Founder and CEO at ReadyPosition
Industry Information Technology and Services
Experience
CSC July 2013 - Present
ReadyPosition February 2012 - Present
Deutsche Bank September 2009 - January 2012
JP Morgan Chase March 2008 - August 2009
Bear Stearns September 2006 - February 2008
UBS January 2005 - August 2006
Amaranth Group August 2003 - January 2005
WR Hambrecht + Co 1998 - 2002
Thinkbank 1994 - 1999
Moore Capital Management / IMS 1991 - 1994
Skills
Distributed Systems, Natural Language..., Agile Methodologies, Trading Systems, Software Engineering, Unix, Electronic Trading, Capital Markets, Cloud Computing, High Performance..., Linux, Integration, Market Data, Architecture, Low Latency, Java, Subversion, Hedge Funds, Investment Banking, Enterprise Architecture, Scalability, Algorithms, C++, Portfolio Management, Databases, Grid Computing, Scrum, C#, Test Driven Development, Start-ups, Derivatives, Semantic Web, Computer Graphics, Image Processing, SQL, Systems Engineering, Application Architecture, Certified Scrum Master..., Python, Big Data, Data Science, JavaScript, Scala, Objective-C, HTML 5, CUDA, OpenGL, WebGL, R, Machine Learning
Education
The Johns Hopkins University 1983 — 1986
M.S., Electrical Engineering
The Johns Hopkins University 1978 — 1983
B.E.S., Biomedical Engineering
CSC July 2013 - Present
ReadyPosition February 2012 - Present
Deutsche Bank September 2009 - January 2012
JP Morgan Chase March 2008 - August 2009
Bear Stearns September 2006 - February 2008
UBS January 2005 - August 2006
Amaranth Group August 2003 - January 2005
WR Hambrecht + Co 1998 - 2002
Thinkbank 1994 - 1999
Moore Capital Management / IMS 1991 - 1994
Skills
Distributed Systems, Natural Language..., Agile Methodologies, Trading Systems, Software Engineering, Unix, Electronic Trading, Capital Markets, Cloud Computing, High Performance..., Linux, Integration, Market Data, Architecture, Low Latency, Java, Subversion, Hedge Funds, Investment Banking, Enterprise Architecture, Scalability, Algorithms, C++, Portfolio Management, Databases, Grid Computing, Scrum, C#, Test Driven Development, Start-ups, Derivatives, Semantic Web, Computer Graphics, Image Processing, SQL, Systems Engineering, Application Architecture, Certified Scrum Master..., Python, Big Data, Data Science, JavaScript, Scala, Objective-C, HTML 5, CUDA, OpenGL, WebGL, R, Machine Learning
Education
The Johns Hopkins University 1983 — 1986
M.S., Electrical Engineering
The Johns Hopkins University 1978 — 1983
B.E.S., Biomedical Engineering
Scott Peebles Scott Peebles's WR Hambrecht + Co Experience March 2001 - July 2001
Job President at Trellisent Investments
Industry Investment Management
Experience
Trellisent Investments August 2009 - Present
Citi May 2002 - May 2009
WR Hambrecht + Co March 2001 - July 2001
Kaufman Bros. November 2000 - February 2001
Brown Brothers Harriman May 1999 - May 2000
Capital Institutional Services, Inc. (CAPIS) August 1992 - April 1997
Skills
Equity Research, Investments, Mutual Funds, Equity Sales, High Net Worth..., Institutional Sales, New Business Development
Education
University of North Texas 1989 — 1992
Bachelor of Science (BS), Banking and Finance
Winston Churchill High School 1984 — 1987
Trellisent Investments August 2009 - Present
Citi May 2002 - May 2009
WR Hambrecht + Co March 2001 - July 2001
Kaufman Bros. November 2000 - February 2001
Brown Brothers Harriman May 1999 - May 2000
Capital Institutional Services, Inc. (CAPIS) August 1992 - April 1997
Skills
Equity Research, Investments, Mutual Funds, Equity Sales, High Net Worth..., Institutional Sales, New Business Development
Education
University of North Texas 1989 — 1992
Bachelor of Science (BS), Banking and Finance
Winston Churchill High School 1984 — 1987
Kimberly Levitt Kimberly Levitt's WR Hambrecht + Co Experience 1996 - 2000
Job Realtor at Prominent Properties Sotheby's International Realty
Industry Real Estate
Experience
Prominent Properties Sotheby's International Realty March 2006 - Present
WR Hambrecht + Co 1996 - 2000
Lehman Brothers 1991 - 1996
Morgan Stanley July 1989 - June 1991
Skills
Buyer Representation, Listings, Relocation, Sales, Sellers, Townhomes, Real Estate, New Home Sales, Referrals, Condos, e-PRO, Single Family Homes
Education
State University of New York at Binghamton 1985 — 1989
Bachelor's Degree, Psychology/ Business
Prominent Properties Sotheby's International Realty March 2006 - Present
WR Hambrecht + Co 1996 - 2000
Lehman Brothers 1991 - 1996
Morgan Stanley July 1989 - June 1991
Skills
Buyer Representation, Listings, Relocation, Sales, Sellers, Townhomes, Real Estate, New Home Sales, Referrals, Condos, e-PRO, Single Family Homes
Education
State University of New York at Binghamton 1985 — 1989
Bachelor's Degree, Psychology/ Business
Jay Nilan Jay Nilan's WR Hambrecht + Co Experience 2000 - 2000
Job Fixed Income Trader Leveraged Loans & High Yield at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management / John Hancock Asset Management June 2014 - Present
John Hancock Asset Management February 2007 - June 2014
Leerink Swann 2003 - 2005
Robertson Stephens 2000 - 2002
WR Hambrecht + Co 2000 - 2000
Volpe, Brown & Whelan 1999 - 2000
First Albany Corp 1997 - 1999
Skills
Equities, Bloomberg, Investments, Fixed Income, Securities, Asset Management, Hedge Funds, Mutual Funds, Portfolio Management, Capital Markets, Supply Chain Management, Logistics, Purchasing
Education
Northeastern University 2010 — 2011
Graduate Certificate, Supply Chain Management
Boston College 1991 — 1995
B.S, Human Resource Management
Manulife Asset Management / John Hancock Asset Management June 2014 - Present
John Hancock Asset Management February 2007 - June 2014
Leerink Swann 2003 - 2005
Robertson Stephens 2000 - 2002
WR Hambrecht + Co 2000 - 2000
Volpe, Brown & Whelan 1999 - 2000
First Albany Corp 1997 - 1999
Skills
Equities, Bloomberg, Investments, Fixed Income, Securities, Asset Management, Hedge Funds, Mutual Funds, Portfolio Management, Capital Markets, Supply Chain Management, Logistics, Purchasing
Education
Northeastern University 2010 — 2011
Graduate Certificate, Supply Chain Management
Boston College 1991 — 1995
B.S, Human Resource Management
Claire McAdams Claire McAdams's WR Hambrecht + Co Experience January 2004 - June 2005
Job Managing Partner at Headgate Partners LLC
Industry Financial Services
Experience
Headgate Partners LLC September 2005 - Present
WR Hambrecht + Co January 2004 - June 2005
SoundView Technology Group June 1996 - January 2004
Oppenheimer & Co 1994 - 1996
Skills
Corporate Development, Private Equity, Mergers, Venture Capital, Start-ups, Strategy, Business Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Public Equity Offerings, Finance, Financial Analysis, Strategic Partnerships, Investor Relations, IPO, Competitive Analysis, Equity Research, M, Executive Management, Management, Private Placements
Education
Claremont McKenna College 1990 — 1994
BA, Economics and Literature
Headgate Partners LLC September 2005 - Present
WR Hambrecht + Co January 2004 - June 2005
SoundView Technology Group June 1996 - January 2004
Oppenheimer & Co 1994 - 1996
Skills
Corporate Development, Private Equity, Mergers, Venture Capital, Start-ups, Strategy, Business Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Public Equity Offerings, Finance, Financial Analysis, Strategic Partnerships, Investor Relations, IPO, Competitive Analysis, Equity Research, M, Executive Management, Management, Private Placements
Education
Claremont McKenna College 1990 — 1994
BA, Economics and Literature
Mark Joinnides Mark Joinnides's WR Hambrecht + Co Experience June 2007 - August 2007
Job Consultant, Entrepreneur
Industry Biotechnology
Experience
CBPartners June 2013 - Present
Simon-Kucher & Partners November 2010 - June 2013
China Your Way September 2009 - August 2012
Real Be Easys March 2011 - May 2012
Steadfast Financial, LLC April 2010 - October 2010
Cold Spring Harbor Laboratory October 2009 - May 2010
New York City Department of Parks and Recreation June 2008 - August 2008
WR Hambrecht + Co June 2007 - August 2007
Binghamton University January 2004 - May 2007
TSBA Controls, Inc. May 2005 - June 2006
Skills
Pricing, Market Access, Intellectual Property, Systems Modeling, Cost Estimating, Entrepreneurship, IPO, Business Strategy, Business Planning, Healthcare Reimbursement, Financial Modeling, Project Management, International Project..., Drums, Writing, Business Development, Market Research, Strategic Consulting, Marketing, Research, Analysis, Project Estimation
Education
University of Pennsylvania
MSE, Bioengineering, Entrepreneurship, 3.6 GPA
Binghamton University
BS magna cum laude, Bioengineering, Business Management, 3.8 GPA
Regis High School
3.7 GPA
CBPartners June 2013 - Present
Simon-Kucher & Partners November 2010 - June 2013
China Your Way September 2009 - August 2012
Real Be Easys March 2011 - May 2012
Steadfast Financial, LLC April 2010 - October 2010
Cold Spring Harbor Laboratory October 2009 - May 2010
New York City Department of Parks and Recreation June 2008 - August 2008
WR Hambrecht + Co June 2007 - August 2007
Binghamton University January 2004 - May 2007
TSBA Controls, Inc. May 2005 - June 2006
Skills
Pricing, Market Access, Intellectual Property, Systems Modeling, Cost Estimating, Entrepreneurship, IPO, Business Strategy, Business Planning, Healthcare Reimbursement, Financial Modeling, Project Management, International Project..., Drums, Writing, Business Development, Market Research, Strategic Consulting, Marketing, Research, Analysis, Project Estimation
Education
University of Pennsylvania
MSE, Bioengineering, Entrepreneurship, 3.6 GPA
Binghamton University
BS magna cum laude, Bioengineering, Business Management, 3.8 GPA
Regis High School
3.7 GPA
Jeff Baker Jeff Baker's WR Hambrecht + Co Experience August 2000 - November 2001
Job Member of the Board of Directors at KargoCard
Industry Financial Services
Experience
ServisFirst Bank April 2015 - Present
KargoCard June 2014 - Present
InComm December 2011 - Present
Global Payments October 2003 - February 2011
Piper Jaffray November 2001 - October 2003
WR Hambrecht + Co August 2000 - November 2001
Skills
Operational Excellence, Problem Solving, Strategic Planning, Strategy, Contract Negotiation, Analysis, Negotiation, Business Process..., Product Development, Due Diligence, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Financial Modeling, Mergers, Business Strategy, Acquisitions, Management Consulting, Business Planning, Management, Financial Services, Corporate Development, Forecasting, Finance, Sales, Start-ups, Income Statement, Strategic Partnerships, Business Analysis, Competitive Analysis, Business Development, Financial Analysis, Executive Management, Managerial Finance, Acquisition Integration, Mobile Payments, Valuation, mergers and acquisitions, Strategic Financial..., Risk Management, Product Management, Private Equity, P, M, Investments, International Business, Divestitures
Education
Texas Christian University 1990 — 1993
BBA, Finance
ServisFirst Bank April 2015 - Present
KargoCard June 2014 - Present
InComm December 2011 - Present
Global Payments October 2003 - February 2011
Piper Jaffray November 2001 - October 2003
WR Hambrecht + Co August 2000 - November 2001
Skills
Operational Excellence, Problem Solving, Strategic Planning, Strategy, Contract Negotiation, Analysis, Negotiation, Business Process..., Product Development, Due Diligence, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Financial Modeling, Mergers, Business Strategy, Acquisitions, Management Consulting, Business Planning, Management, Financial Services, Corporate Development, Forecasting, Finance, Sales, Start-ups, Income Statement, Strategic Partnerships, Business Analysis, Competitive Analysis, Business Development, Financial Analysis, Executive Management, Managerial Finance, Acquisition Integration, Mobile Payments, Valuation, mergers and acquisitions, Strategic Financial..., Risk Management, Product Management, Private Equity, P, M, Investments, International Business, Divestitures
Education
Texas Christian University 1990 — 1993
BBA, Finance
Faye (Faye Elliott) Elliott Thorlacius Faye (Faye Elliott) Elliott Thorlacius's WR Hambrecht + Co Experience March 2000 - March 2001
Job Project Consultant, Equity Research (all sectors)
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2007 - July 2011
Lehman Brothers June 2004 - September 2005
Keefe, Bruyette & Woods February 2002 - June 2004
Morgan Stanley March 2001 - February 2002
WR Hambrecht + Co March 2000 - March 2001
Goldman Sachs July 1999 - March 2000
Skills
Equity Research, Hedge Funds, Investment Banking, Investment Research, Valuation, Financial Modeling, Equity Valuation, Securities, Equities, Bloomberg, Financial Services, Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Bank of America Merrill Lynch October 2007 - July 2011
Lehman Brothers June 2004 - September 2005
Keefe, Bruyette & Woods February 2002 - June 2004
Morgan Stanley March 2001 - February 2002
WR Hambrecht + Co March 2000 - March 2001
Goldman Sachs July 1999 - March 2000
Skills
Equity Research, Hedge Funds, Investment Banking, Investment Research, Valuation, Financial Modeling, Equity Valuation, Securities, Equities, Bloomberg, Financial Services, Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Forrest McBride Forrest McBride's WR Hambrecht + Co Experience June 2015 - Present
Job Intern at Growth Science
Industry Investment Banking
Experience
Growth Science September 2015 - Present
WR Hambrecht + Co June 2015 - Present
Education
High school 2009 — 2013
University of Portland
Bachelor of Science (BS), Mathematics
Growth Science September 2015 - Present
WR Hambrecht + Co June 2015 - Present
Education
High school 2009 — 2013
University of Portland
Bachelor of Science (BS), Mathematics
Elisabeth MacKnight Elisabeth MacKnight's WR Hambrecht + Co Experience 1999 - 2000
Job Financial Services and StartUp Consulting
Industry Financial Services
Experience
Financial Services and Start-Ups February 2015 - Present
Minard Capital LLC August 2014 - January 2015
Copernicus Capital Management LLC June 2013 - August 2014
Financial Services and Start-Ups October 2012 - May 2013
Conifer Securities February 2002 - May 2012
Scudder Weisel Capital LLC 2000 - 2001
WR Hambrecht + Co 1999 - 2000
Skills
Alternative Investments, Hedge Funds, Relationship Management, Due Diligence, New Business Development, Product Development, Operational Risk, Start-ups, Strategic Planning, Project Management, Cross-functional Team..., Marketing Communications, Business Development, Investments, Financial Services, Asset Management, Securities, Prime Brokerage, Risk Management, Private Equity, Trading, Investment Banking, Venture Capital, Equities
Education
Georgia Institute of Technology
Georgia State University
Bachelor of Arts (B.A.), English LIterature
University of Southern California
Financial Services and Start-Ups February 2015 - Present
Minard Capital LLC August 2014 - January 2015
Copernicus Capital Management LLC June 2013 - August 2014
Financial Services and Start-Ups October 2012 - May 2013
Conifer Securities February 2002 - May 2012
Scudder Weisel Capital LLC 2000 - 2001
WR Hambrecht + Co 1999 - 2000
Skills
Alternative Investments, Hedge Funds, Relationship Management, Due Diligence, New Business Development, Product Development, Operational Risk, Start-ups, Strategic Planning, Project Management, Cross-functional Team..., Marketing Communications, Business Development, Investments, Financial Services, Asset Management, Securities, Prime Brokerage, Risk Management, Private Equity, Trading, Investment Banking, Venture Capital, Equities
Education
Georgia Institute of Technology
Georgia State University
Bachelor of Arts (B.A.), English LIterature
University of Southern California
Clint Nohavec Clint Nohavec's WR Hambrecht + Co Experience February 2004 - March 2005
Job Partner at Camber Collective LLC
Industry Management Consulting
Experience
Camber Collective November 2011 - Present
Health Alliance International September 2014 - Present
Bill & Melinda Gates Foundation February 2011 - Present
Deloitte Consulting LLP September 2009 - November 2011
Wetpaint.com, Inc. May 2006 - July 2007
Cascadia Capital LLC March 2005 - May 2006
WR Hambrecht + Co February 2004 - March 2005
Skills
Corporate Development, Mergers, Strategic Planning, Financial Modeling, Strategy, Competitive Analysis, Management Consulting, Venture Capital, Private Equity, Due Diligence, Corporate Finance, Business Development, Venture Philanthropy, Impact Investing, Mergers & Acquisitions, Investments, Consulting, Analysis, Start-ups, Analytics, Valuation, Portfolio Management, Business Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Marketing, Finance
Santa Clara University 1999 — 2003
B.S., Commerce
Camber Collective November 2011 - Present
Health Alliance International September 2014 - Present
Bill & Melinda Gates Foundation February 2011 - Present
Deloitte Consulting LLP September 2009 - November 2011
Wetpaint.com, Inc. May 2006 - July 2007
Cascadia Capital LLC March 2005 - May 2006
WR Hambrecht + Co February 2004 - March 2005
Skills
Corporate Development, Mergers, Strategic Planning, Financial Modeling, Strategy, Competitive Analysis, Management Consulting, Venture Capital, Private Equity, Due Diligence, Corporate Finance, Business Development, Venture Philanthropy, Impact Investing, Mergers & Acquisitions, Investments, Consulting, Analysis, Start-ups, Analytics, Valuation, Portfolio Management, Business Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Marketing, Finance
Santa Clara University 1999 — 2003
B.S., Commerce
Scott McLaughlin Scott McLaughlin's WR Hambrecht + Co Experience 2003 - 2007
Job Managing Director, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
Alexander Isaacson's WR Hambrecht + Co Experience June 2015 - July 2015
Job Summer Analyst at Torreya Partners
Industry Investment Banking
Experience
Penn State University September 2014 - Present
Torreya Partners June 2015 - July 2015
WR Hambrecht + Co June 2015 - July 2015
Skills
Financial Modeling, Microsoft Office, Detail-oriented, Bloomberg, Process Efficiency, Information Technology, Solution Focused, Cultural Awareness, Team Leadership, Interpersonal...
Education
Penn State University 2014 — 2018
Finance, General
College of the Liberal Arts
Bachelor of Science, Economics
Penn State University September 2014 - Present
Torreya Partners June 2015 - July 2015
WR Hambrecht + Co June 2015 - July 2015
Skills
Financial Modeling, Microsoft Office, Detail-oriented, Bloomberg, Process Efficiency, Information Technology, Solution Focused, Cultural Awareness, Team Leadership, Interpersonal...
Education
Penn State University 2014 — 2018
Finance, General
College of the Liberal Arts
Bachelor of Science, Economics
Tim Opler Tim Opler's WR Hambrecht + Co Experience 1999 - 2001
Job Partner at Torreya Partners
Industry Biotechnology
Experience
Torreya Partners June 2007 - Present
FibroGen April 2006 - June 2007
Credit Suisse First Boston April 2001 - April 2006
WR Hambrecht + Co 1999 - 2001
Deutsche Bank 1995 - 1997
Ohio State University 1994 - 1997
Southern Methodist University 1991 - 1994
FineEcon 1989 - 1991
RAND Corporation 1986 - 1987
Skills
Mergers & Acquisitions, Strategy, Pharmaceutical Industry, Biotechnology, Life Sciences, Venture Capital, Due Diligence, Corporate Finance, Management, Finance
Education
Florida State University 1985 — 1990
BS, Economics, Philosophy
University of California, Los Angeles 1985 — 1990
Ph.D., Economics
Torreya Partners June 2007 - Present
FibroGen April 2006 - June 2007
Credit Suisse First Boston April 2001 - April 2006
WR Hambrecht + Co 1999 - 2001
Deutsche Bank 1995 - 1997
Ohio State University 1994 - 1997
Southern Methodist University 1991 - 1994
FineEcon 1989 - 1991
RAND Corporation 1986 - 1987
Skills
Mergers & Acquisitions, Strategy, Pharmaceutical Industry, Biotechnology, Life Sciences, Venture Capital, Due Diligence, Corporate Finance, Management, Finance
Education
Florida State University 1985 — 1990
BS, Economics, Philosophy
University of California, Los Angeles 1985 — 1990
Ph.D., Economics
Andrew Forman's WR Hambrecht + Co Experience May 2005 - April 2008
Job Global Life Sciences Sector Resident, Transaction Advisory Services at EY
Industry Pharmaceuticals
Experience
Ernst & Young May 2011 - Present
Forman Foresight April 2008 - May 2011
WR Hambrecht + Co May 2005 - April 2008
UBS Warburg Dillon Read November 1996 - June 2001
UBS 1998 - 2001
Cygnus 1992 - 1996
Du Pont 1986 - 1993
Bristol-Myers Squibb October 1984 - October 1985
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Business
Rutgers University-New Brunswick 1979 — 1983
BA, Physiology
Ernst & Young May 2011 - Present
Forman Foresight April 2008 - May 2011
WR Hambrecht + Co May 2005 - April 2008
UBS Warburg Dillon Read November 1996 - June 2001
UBS 1998 - 2001
Cygnus 1992 - 1996
Du Pont 1986 - 1993
Bristol-Myers Squibb October 1984 - October 1985
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Business
Rutgers University-New Brunswick 1979 — 1983
BA, Physiology
Brett DeMarco Brett DeMarco's WR Hambrecht + Co Experience 2006 - 2009
Job Independent Distributor at BD Healthy Vending Corp
Industry Capital Markets
Experience
BD Healthy Vending Corp August 2015 - Present
T3 Trading Group, LLC August 2015 - Present
Noble Financial January 2009 - April 2015
WR Hambrecht + Co 2006 - 2009
WR Hambrecht + Co 2006 - 2009
Skills
Equity Research, Trading, Equities, Capital Markets, Equity Trading, Hedge Funds, Proprietary Trading, Series 7, Options, Bloomberg, Derivatives
Education
Quinnipiac University 1990 — 1994
BA Finance, Finance and Marketing
BD Healthy Vending Corp August 2015 - Present
T3 Trading Group, LLC August 2015 - Present
Noble Financial January 2009 - April 2015
WR Hambrecht + Co 2006 - 2009
WR Hambrecht + Co 2006 - 2009
Skills
Equity Research, Trading, Equities, Capital Markets, Equity Trading, Hedge Funds, Proprietary Trading, Series 7, Options, Bloomberg, Derivatives
Education
Quinnipiac University 1990 — 1994
BA Finance, Finance and Marketing
Gary Utschig Gary Utschig's WR Hambrecht + Co Experience December 2000 - March 2006
Job Banking & Securities Compliance Professional
Industry Financial Services
Experience
SVB Asset Management / SVB Securities November 2009 - Present
Silicon Valley Bank April 2006 - Present
WR Hambrecht + Co December 2000 - March 2006
Latham & Watkins April 1999 - December 2000
Education
Brigham Young University
BA
SVB Asset Management / SVB Securities November 2009 - Present
Silicon Valley Bank April 2006 - Present
WR Hambrecht + Co December 2000 - March 2006
Latham & Watkins April 1999 - December 2000
Education
Brigham Young University
BA
Matt Holscher Matt Holscher's WR Hambrecht + Co Experience 2001 - 2003
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
Paz Grimberg Paz Grimberg's WR Hambrecht + Co Experience October 2014 - March 2015
Job Quantitative Analyst at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC June 2015 - Present
WR Hambrecht + Co October 2014 - March 2015
Alpha-Beta Investment Strategies December 2011 - March 2014
E4D Solutions LTD June 2011 - December 2011
IDF - Elite Technological Unit January 2007 - June 2011
Skills
Econometrics, Quantitative Analytics, Quantitative Finance, Portfolio Optimization, Algorithms, Python, C#, C++, .NET, Java, WCF, Multithreading, Object Oriented Design, TCP/IP, OOP, Integration, System Architecture, Software Design, Software Engineering, Design Patterns, Matlab, R, MySQL, NYSE
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
MFE, Financial Engineering
Tel Aviv University 2010 — 2013
MSc, Mathematics, summa cum laude
Tel Aviv University 2004 — 2007
BSc, Computer Science
Water Island Capital, LLC June 2015 - Present
WR Hambrecht + Co October 2014 - March 2015
Alpha-Beta Investment Strategies December 2011 - March 2014
E4D Solutions LTD June 2011 - December 2011
IDF - Elite Technological Unit January 2007 - June 2011
Skills
Econometrics, Quantitative Analytics, Quantitative Finance, Portfolio Optimization, Algorithms, Python, C#, C++, .NET, Java, WCF, Multithreading, Object Oriented Design, TCP/IP, OOP, Integration, System Architecture, Software Design, Software Engineering, Design Patterns, Matlab, R, MySQL, NYSE
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
MFE, Financial Engineering
Tel Aviv University 2010 — 2013
MSc, Mathematics, summa cum laude
Tel Aviv University 2004 — 2007
BSc, Computer Science
Victoria A. Hayes Victoria A. Hayes's WR Hambrecht + Co Experience April 2001 - August 2004
Job Partner & Chief Marketing Officer at JAC Capital Advisors
Industry Investment Management
Experience
JAC Capital Advisors November 2013 - Present
Merrill Lynch August 2006 - February 2013
WR Hambrecht + Co April 2001 - August 2004
Hambrecht & Quist / Chase / JP Morgan July 1996 - April 2001
Merrill Lynch July 1988 - June 1996
Skills
Marketing, Competitive Analysis, Strategy, Sales, Mergers & Acquisitions, Business Strategy, Venture Capital, Start-ups, Investments, Entrepreneurship, Valuation, Management, Private Equity, Leadership, Portfolio Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Wellesley College 1979 — 1983
BA, Economics / Psychology
JAC Capital Advisors November 2013 - Present
Merrill Lynch August 2006 - February 2013
WR Hambrecht + Co April 2001 - August 2004
Hambrecht & Quist / Chase / JP Morgan July 1996 - April 2001
Merrill Lynch July 1988 - June 1996
Skills
Marketing, Competitive Analysis, Strategy, Sales, Mergers & Acquisitions, Business Strategy, Venture Capital, Start-ups, Investments, Entrepreneurship, Valuation, Management, Private Equity, Leadership, Portfolio Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Wellesley College 1979 — 1983
BA, Economics / Psychology
Andrew Arno Andrew Arno's WR Hambrecht + Co Experience 2000 - 2002
Job Director at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company 2004 - Present
WR Hambrecht + Co 2000 - 2002
The Shattan Group LLC 1997 - 1999
Skills
M&A execution, Venture Capital, Private Equity, IPO, Public Equity Offerings, SaaS, Cloud Computing, Internet, Financial Modeling, Due Diligence, Contract Negotiation, Valuation Modeling, Enterprise Valuation, Fairness Opinions, Mergers & Acquisitions, Private Placements, Corporate Development, Investment Banking, Start-ups
Education
Haas School of Business, UC Berkeley 2002 — 2004
MBA
Columbia College (NY) 1992 — 1996
BA, Economics
William Blair & Company 2004 - Present
WR Hambrecht + Co 2000 - 2002
The Shattan Group LLC 1997 - 1999
Skills
M&A execution, Venture Capital, Private Equity, IPO, Public Equity Offerings, SaaS, Cloud Computing, Internet, Financial Modeling, Due Diligence, Contract Negotiation, Valuation Modeling, Enterprise Valuation, Fairness Opinions, Mergers & Acquisitions, Private Placements, Corporate Development, Investment Banking, Start-ups
Education
Haas School of Business, UC Berkeley 2002 — 2004
MBA
Columbia College (NY) 1992 — 1996
BA, Economics
Derek Brown's WR Hambrecht + Co Experience January 2000 - October 2002
Job Criticalthinking, crossfunctional problemsolver, with deep experience across the digital landscape
Industry Internet
Experience
Satmetrix Systems June 2015 - Present
ICR May 2014 - April 2015
LoopNet March 2009 - May 2012
Cantor Fitzgerald August 2006 - March 2009
Pacific Growth Equities, LLC February 2003 - July 2006
WR Hambrecht + Co January 2000 - October 2002
Volpe Brown Whelan & Co. March 1994 - January 2000
Skills
Valuation, Financial Modeling, Investments, Equities, Hedge Funds, Venture Capital, Investment Banking, Due Diligence, IPO, Competitive Analysis, Start-ups, Equity Research, Business Strategy, Strategic Planning, Strategy, Business Planning, Executive Management, Corporate Development, Business Development, E-commerce, Capital Markets, Investor Relations, Cross-functional Team..., Business Analysis
Education
University of California, Berkeley
Bachelor of Arts (BA), Development Studies / Spanish
Harvard-Westlake
Satmetrix Systems June 2015 - Present
ICR May 2014 - April 2015
LoopNet March 2009 - May 2012
Cantor Fitzgerald August 2006 - March 2009
Pacific Growth Equities, LLC February 2003 - July 2006
WR Hambrecht + Co January 2000 - October 2002
Volpe Brown Whelan & Co. March 1994 - January 2000
Skills
Valuation, Financial Modeling, Investments, Equities, Hedge Funds, Venture Capital, Investment Banking, Due Diligence, IPO, Competitive Analysis, Start-ups, Equity Research, Business Strategy, Strategic Planning, Strategy, Business Planning, Executive Management, Corporate Development, Business Development, E-commerce, Capital Markets, Investor Relations, Cross-functional Team..., Business Analysis
Education
University of California, Berkeley
Bachelor of Arts (BA), Development Studies / Spanish
Harvard-Westlake
Patrick Vorwerck Patrick Vorwerck's WR Hambrecht + Co Experience June 2012 - July 2012
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - Present
WTAS June 2014 - August 2014
Haynie & Company June 2013 - August 2013
WR Hambrecht + Co June 2012 - July 2012
ETF Trends April 2011 - August 2011
Skills
Microsoft Office, Lacerte, Tax Returns, PowerPoint, Analysis, Financial Accounting
Education
University of Southern California 2010 — 2014
Accounting, Business
Andersen Tax June 2015 - Present
WTAS June 2014 - August 2014
Haynie & Company June 2013 - August 2013
WR Hambrecht + Co June 2012 - July 2012
ETF Trends April 2011 - August 2011
Skills
Microsoft Office, Lacerte, Tax Returns, PowerPoint, Analysis, Financial Accounting
Education
University of Southern California 2010 — 2014
Accounting, Business
Jonathan Adlerman Jonathan Adlerman's WR Hambrecht + Co Experience July 2014 - May 2015
Job Valuation Associate at Preferred Return
Industry Financial Services
Experience
Preferred Return May 2015 - Present
WR Hambrecht + Co July 2014 - May 2015
Caine Mitter & Associates July 2013 - July 2014
Summit Research Partners LLC June 2012 - September 2012
Princeton Tax & Advisory January 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
BS, Finance
Mercer County Community College 2008 — 2010
BS, Business Administration
Preferred Return May 2015 - Present
WR Hambrecht + Co July 2014 - May 2015
Caine Mitter & Associates July 2013 - July 2014
Summit Research Partners LLC June 2012 - September 2012
Princeton Tax & Advisory January 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
BS, Finance
Mercer County Community College 2008 — 2010
BS, Business Administration
LeeAnn Linck,CEP LeeAnn Linck,CEP's WR Hambrecht + Co Experience 2000 - 2001
Job Senior Equity Manager
Industry Financial Services
Experience
Ellie Mae, Inc. March 2010 - Present
UAL Corporation March 2007 - December 2010
HSBC 2005 - 2007
Micromuse 2001 - 2005
WR Hambrecht + Co 2000 - 2001
UBS Financial Services 1995 - 2000
Skills
Equities, Management, Financial Services, Start-ups, Executive Pay
Education
University of California, Santa Barbara 1990 — 1994
Acalanes High School 1985 — 1990
Ellie Mae, Inc. March 2010 - Present
UAL Corporation March 2007 - December 2010
HSBC 2005 - 2007
Micromuse 2001 - 2005
WR Hambrecht + Co 2000 - 2001
UBS Financial Services 1995 - 2000
Skills
Equities, Management, Financial Services, Start-ups, Executive Pay
Education
University of California, Santa Barbara 1990 — 1994
Acalanes High School 1985 — 1990
Patrick E. Flanigan III's WR Hambrecht + Co Experience June 2005 - June 2007
Job Vice President, Investor Relations at Celgene
Industry Biotechnology
Experience
Celgene August 2011 - Present
Genzyme August 2007 - May 2011
WR Hambrecht + Co June 2005 - June 2007
Fulcrum Global Partners July 2004 - April 2005
Adams Harkness March 2000 - June 2004
Cowen and Company May 1998 - March 2000
Skills
Investor Relations, Equity Research, Mergers, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Corporate Finance, Emerging Markets, Venture Capital, Strategy, Acquisition Integration
Education
Boston College 1995 — 1998
BA, Economics & Political Science
Glencoe
Celgene August 2011 - Present
Genzyme August 2007 - May 2011
WR Hambrecht + Co June 2005 - June 2007
Fulcrum Global Partners July 2004 - April 2005
Adams Harkness March 2000 - June 2004
Cowen and Company May 1998 - March 2000
Skills
Investor Relations, Equity Research, Mergers, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Corporate Finance, Emerging Markets, Venture Capital, Strategy, Acquisition Integration
Education
Boston College 1995 — 1998
BA, Economics & Political Science
Glencoe
Helen Miazga Helen Miazga's WR Hambrecht + Co Experience October 2003 - Present
Job Administrative Manager, Auction Products Group at WR Hambrecht + Co
Industry Financial Services
Experience
WR Hambrecht + Co October 2003 - Present
Hambrecht & Quist September 1983 - September 2001
Hambrecht & Quist 1983 - 2001
Education
University of San Francisco 1986 — 1988
BS, Organizational Behavior
WR Hambrecht + Co October 2003 - Present
Hambrecht & Quist September 1983 - September 2001
Hambrecht & Quist 1983 - 2001
Education
University of San Francisco 1986 — 1988
BS, Organizational Behavior
Nicholas Cavallo Nicholas Cavallo's WR Hambrecht + Co Experience 2007 - 2009
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities 2010 - Present
Janney Montgomery Scott 2009 - 2010
WR Hambrecht + Co 2007 - 2009
WR Hambrecht + Co May 2006 - August 2006
Education
Georgetown University 2003 — 2007
BS, Finance and Accounting
Deutsche Bank Securities 2010 - Present
Janney Montgomery Scott 2009 - 2010
WR Hambrecht + Co 2007 - 2009
WR Hambrecht + Co May 2006 - August 2006
Education
Georgetown University 2003 — 2007
BS, Finance and Accounting
Michael O'Hare's WR Hambrecht + Co Experience January 2004 - March 2007
Job Managing Director at Pacific Crest Securities LLC
Industry Investment Banking
Experience
Pacific Crest Securities LLC March 2008 - Present
Oppenheimer & Co. Inc. April 2007 - March 2008
WR Hambrecht + Co January 2004 - March 2007
SoundView Technology Corporation April 1999 - January 2004
Indiana University July 1989 - May 1991
Purdue University - School of Engineering July 1984 - May 1989
Skills
Valuation, Negotiation, Strategic Advisory, M&A, Software, Corporate Development, Mergers, Strategy, Due Diligence, Venture Capital, Business Strategy, Cloud Computing, Mergers & Acquisitions, Investment Banking, Business Development, Financial Modeling, Strategic Partnerships, Finance, Corporate Finance, Leadership, Executive Management, Private Equity, SaaS, LBO, M&A experience, Investments, Capital Markets, Equity Research, IPO, DCF, Private Placements, Divestitures, Start-ups, Alternative Investments, Equities, Equity Valuation, Business Valuation, Capital Raising, Hedge Funds, Portfolio Management, Bloomberg, Asset Management, Equity Capital Markets, Leveraged Finance
Education
Indiana University Bloomington 1989 — 1991
MBA, Finance
Pacific Crest Securities LLC March 2008 - Present
Oppenheimer & Co. Inc. April 2007 - March 2008
WR Hambrecht + Co January 2004 - March 2007
SoundView Technology Corporation April 1999 - January 2004
Indiana University July 1989 - May 1991
Purdue University - School of Engineering July 1984 - May 1989
Skills
Valuation, Negotiation, Strategic Advisory, M&A, Software, Corporate Development, Mergers, Strategy, Due Diligence, Venture Capital, Business Strategy, Cloud Computing, Mergers & Acquisitions, Investment Banking, Business Development, Financial Modeling, Strategic Partnerships, Finance, Corporate Finance, Leadership, Executive Management, Private Equity, SaaS, LBO, M&A experience, Investments, Capital Markets, Equity Research, IPO, DCF, Private Placements, Divestitures, Start-ups, Alternative Investments, Equities, Equity Valuation, Business Valuation, Capital Raising, Hedge Funds, Portfolio Management, Bloomberg, Asset Management, Equity Capital Markets, Leveraged Finance
Education
Indiana University Bloomington 1989 — 1991
MBA, Finance
Lynn Challenger's WR Hambrecht + Co Experience 2000 - 2002
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
Herman Porshnikoff Herman Porshnikoff's WR Hambrecht + Co Experience January 2000 - April 2002
Job Network Systems Analyst at Lower Yukon School District
Industry Information Technology and Services
Experience
Lower Yukon School District July 2014 - Present
Cobaltix November 2012 - February 2014
Healthline Networks September 2009 - October 2012
Healthline Networks July 2008 - September 2009
Stanford University – EPGY October 2007 - March 2008
City & County of SF – DPW - Bureau of Engineering May 2007 - July 2007
GoKart Racer, LLC April 2004 - April 2007
Kaiser Permanente/ UBS Paine Webber December 2002 - February 2003
WR Hambrecht & Co January 2000 - April 2002
Volpe, Brown, Whelan & Co, LLC May 1999 - January 2000
Skills
Analytics, SQL, Windows Server, Microsoft Office, Microsoft Exchange, VMware Infrastructure, Cisco Technologies, VoIP, Cisco VPN, GoToMeeting, Problem Solving, Capital Budgeting, ROI Strategies, Project Planning, IT Asset Management, IT Security Assessments, Market Data, PC building, Mac OS X, CentOS, Dell KACE, Dell PowerEdge Servers, Dell PowerVault, Netgear, Ricoh, Product Management, Project Management, HTML, Operating Systems, OS X, Networking, Hardware, Wireless Networking, Troubleshooting, Network Administration, TCP/IP, Cloud Computing, Unix, Active Directory, DNS, Servers, VMware, Data Center, Windows 7
Education
University of Phoenix 2012 — 2017
Bachelor's Degree, Computer Science - Information Technology
Skyline College
Computer and Information Sciences and Support Services
College of San Mateo
Computer and Network Forensics
Heald Institute of Technology 1995 — 1997
Associate of Applied Science (A.A.Sc.), Electronics Technology
Saisoft 2012 — 2015
Information Technology
Lower Yukon School District July 2014 - Present
Cobaltix November 2012 - February 2014
Healthline Networks September 2009 - October 2012
Healthline Networks July 2008 - September 2009
Stanford University – EPGY October 2007 - March 2008
City & County of SF – DPW - Bureau of Engineering May 2007 - July 2007
GoKart Racer, LLC April 2004 - April 2007
Kaiser Permanente/ UBS Paine Webber December 2002 - February 2003
WR Hambrecht & Co January 2000 - April 2002
Volpe, Brown, Whelan & Co, LLC May 1999 - January 2000
Skills
Analytics, SQL, Windows Server, Microsoft Office, Microsoft Exchange, VMware Infrastructure, Cisco Technologies, VoIP, Cisco VPN, GoToMeeting, Problem Solving, Capital Budgeting, ROI Strategies, Project Planning, IT Asset Management, IT Security Assessments, Market Data, PC building, Mac OS X, CentOS, Dell KACE, Dell PowerEdge Servers, Dell PowerVault, Netgear, Ricoh, Product Management, Project Management, HTML, Operating Systems, OS X, Networking, Hardware, Wireless Networking, Troubleshooting, Network Administration, TCP/IP, Cloud Computing, Unix, Active Directory, DNS, Servers, VMware, Data Center, Windows 7
Education
University of Phoenix 2012 — 2017
Bachelor's Degree, Computer Science - Information Technology
Skyline College
Computer and Information Sciences and Support Services
College of San Mateo
Computer and Network Forensics
Heald Institute of Technology 1995 — 1997
Associate of Applied Science (A.A.Sc.), Electronics Technology
Saisoft 2012 — 2015
Information Technology
Alexandra Hoffman Alexandra Hoffman's WR Hambrecht + Co Experience August 2007 - August 2008
Job Associate Attorney at King & Spalding
Industry Law Practice
Experience
King & Spalding January 2015 - Present
Inventus Law September 2013 - November 2014
Inventus Law June 2012 - August 2012
MedeAnalytics Inc September 2009 - November 2010
Pagemill Partners September 2008 - December 2008
WR Hambrecht + Co August 2007 - August 2008
Pillsbury Winthrop Shaw Pittman August 2004 - July 2007
Skills
Research, Finance, Financial Modeling, IPO, Venture Capital, Due Diligence, Private Equity, Licensing, Intellectual Property, Corporate Finance, Corporate Law, Corporate Governance, Start-ups, Securities Regulation, Acquisitions, Restructuring, Business Development, Mergers & Acquisitions
Education
University of San Francisco School of Law 2010 — 2013
JD, Business Law Certificate with honors
Trinity College-Hartford 2000 — 2004
BA, Psychology
King & Spalding January 2015 - Present
Inventus Law September 2013 - November 2014
Inventus Law June 2012 - August 2012
MedeAnalytics Inc September 2009 - November 2010
Pagemill Partners September 2008 - December 2008
WR Hambrecht + Co August 2007 - August 2008
Pillsbury Winthrop Shaw Pittman August 2004 - July 2007
Skills
Research, Finance, Financial Modeling, IPO, Venture Capital, Due Diligence, Private Equity, Licensing, Intellectual Property, Corporate Finance, Corporate Law, Corporate Governance, Start-ups, Securities Regulation, Acquisitions, Restructuring, Business Development, Mergers & Acquisitions
Education
University of San Francisco School of Law 2010 — 2013
JD, Business Law Certificate with honors
Trinity College-Hartford 2000 — 2004
BA, Psychology
Andy Lufkin's WR Hambrecht + Co Experience 2001 - 2003
Job CFO, Senior Managing Director at Delafield Hambrecht, Inc.
Industry Investment Banking
Experience
Delafield Hambrecht, Inc. September 2003 - Present
WR Hambrecht + Co 2001 - 2003
Donaldson, Lufkin & Jenrette 1985 - 1997
Education
Harvard Business School 1988 — 1990
MBA
Colby College 1980 — 1984
BA
Charles Wright Academy 1976 — 1980
Delafield Hambrecht, Inc. September 2003 - Present
WR Hambrecht + Co 2001 - 2003
Donaldson, Lufkin & Jenrette 1985 - 1997
Education
Harvard Business School 1988 — 1990
MBA
Colby College 1980 — 1984
BA
Charles Wright Academy 1976 — 1980
Jonathan Meyers's WR Hambrecht + Co Experience January 2004 - August 2007
Job
Industry Semiconductors
Experience
Planar Semiconductor AG April 2014 - Present
Semiconductor Associates December 2012 - Present
Caris & Company August 2007 - December 2012
WR Hambrecht + Co January 2004 - August 2007
Soundview Technology Group 1994 - 2004
Needham & Company 1991 - 1994
PaineWebber (now UBS Financial Services) 1989 - 1991
Shearson Lehman Brothers 1974 - 1989
Skills
Mergers, IPO, Equities, Corporate Development, Venture Capital, Valuation, Private Placements, Equity Research, Capital Raising, Investment Banking, Mergers & Acquisitions, Start-ups, Private Equity, Business Strategy, Hedge Funds, Investments, Emerging Markets, Alternative Investments
Education
Harvard Business School 1972 — 1974
MBA
University of Pittsburgh 1964 — 1968
Bachelor of Arts (BA), Political Science / History
Planar Semiconductor AG April 2014 - Present
Semiconductor Associates December 2012 - Present
Caris & Company August 2007 - December 2012
WR Hambrecht + Co January 2004 - August 2007
Soundview Technology Group 1994 - 2004
Needham & Company 1991 - 1994
PaineWebber (now UBS Financial Services) 1989 - 1991
Shearson Lehman Brothers 1974 - 1989
Skills
Mergers, IPO, Equities, Corporate Development, Venture Capital, Valuation, Private Placements, Equity Research, Capital Raising, Investment Banking, Mergers & Acquisitions, Start-ups, Private Equity, Business Strategy, Hedge Funds, Investments, Emerging Markets, Alternative Investments
Education
Harvard Business School 1972 — 1974
MBA
University of Pittsburgh 1964 — 1968
Bachelor of Arts (BA), Political Science / History
Ann Perry's WR Hambrecht + Co Experience June 1999 - July 2000
Job Proven Corporate Development professional executing a wide range of complex transactions
Industry Computer Software
Experience
Rovi Corporation (formerly Macrovision) December 2007 - November 2014
Business Objects (acquired by SAP) June 2007 - December 2007
Valchemy, Inc. (acquired by IBM) April 2005 - June 2007
McAfee Inc. (formerly Network Associates) April 2001 - August 2004
WR Hambrecht + Co June 1999 - July 2000
E*TRADE Group, Inc. 1996 - 1999
Donaldson Lufkin & Jenrette 1986 - 1990
Skills
Mergers & Acquisitions, Corporate Development, Strategic Partnerships, Program Management, Cross-functional Team..., Acquisition Integration, Divestitures, Transition Planning, Transition Management
Education
Stanford University
MS, Computer Science
University of Pennsylvania - The Wharton School
Jerome Fisher Program in Management & Technology
Rovi Corporation (formerly Macrovision) December 2007 - November 2014
Business Objects (acquired by SAP) June 2007 - December 2007
Valchemy, Inc. (acquired by IBM) April 2005 - June 2007
McAfee Inc. (formerly Network Associates) April 2001 - August 2004
WR Hambrecht + Co June 1999 - July 2000
E*TRADE Group, Inc. 1996 - 1999
Donaldson Lufkin & Jenrette 1986 - 1990
Skills
Mergers & Acquisitions, Corporate Development, Strategic Partnerships, Program Management, Cross-functional Team..., Acquisition Integration, Divestitures, Transition Planning, Transition Management
Education
Stanford University
MS, Computer Science
University of Pennsylvania - The Wharton School
Jerome Fisher Program in Management & Technology
Shawn Saunders's WR Hambrecht + Co Experience September 2008 - June 2009
Job Sr. Infrastructure Engineer at Prosper Marketplace
Industry Computer Networking
Experience
Prosper Marketplace April 2013 - Present
Pravis LLC November 2012 - April 2013
Federal Home Loan Bank of San Francisco January 2010 - November 2012
WR Hambrecht + Co September 2008 - June 2009
BrightSource Energy July 2008 - September 2008
BioForm Medical Inc. August 2005 - May 2008
Schick / Wilkinson Sword June 2001 - May 2005
EMC April 2001 - April 2001
Pratt & Whitney March 2001 - April 2001
Qualxserv October 1997 - September 2000
Skills
VMware, Windows Server, Disaster Recovery, Cisco Technologies, Servers, VMware ESX, Data Center, Microsoft Exchange, Firewalls, VPN, SAN, Security, VoIP, Troubleshooting, Switches, Linux, System Administration, Routers, SharePoint, LAN-WAN, Project Management, Network Administration, Information Technology, Infrastructure, Networking, SCCM, Solaris, Software Documentation, Software Installation, Windows, WAN
Education
UMass Boston 1997 — 1997
none, Electronics Engineering
Berkshire Community College 1994 — 1996
AS, Electronics Engineering Technologies
Prosper Marketplace April 2013 - Present
Pravis LLC November 2012 - April 2013
Federal Home Loan Bank of San Francisco January 2010 - November 2012
WR Hambrecht + Co September 2008 - June 2009
BrightSource Energy July 2008 - September 2008
BioForm Medical Inc. August 2005 - May 2008
Schick / Wilkinson Sword June 2001 - May 2005
EMC April 2001 - April 2001
Pratt & Whitney March 2001 - April 2001
Qualxserv October 1997 - September 2000
Skills
VMware, Windows Server, Disaster Recovery, Cisco Technologies, Servers, VMware ESX, Data Center, Microsoft Exchange, Firewalls, VPN, SAN, Security, VoIP, Troubleshooting, Switches, Linux, System Administration, Routers, SharePoint, LAN-WAN, Project Management, Network Administration, Information Technology, Infrastructure, Networking, SCCM, Solaris, Software Documentation, Software Installation, Windows, WAN
Education
UMass Boston 1997 — 1997
none, Electronics Engineering
Berkshire Community College 1994 — 1996
AS, Electronics Engineering Technologies
Christy Chang, CFA's WR Hambrecht + Co Experience January 2006 - 2009
Job Investment Professional
Industry Investment Management
Experience
Intel 2011 - Present
WR Hambrecht + Co January 2006 - 2009
American Express June 2004 - March 2005
KeySpan June 2001 - May 2004
Skills
Financial Modeling, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2006
MFE, Financial Engineering
Boston University Questrom School of Business 1998 — 1999
MBA, Business Administration - Finance
National Taiwan University
BS, Chemical Engineering
Intel 2011 - Present
WR Hambrecht + Co January 2006 - 2009
American Express June 2004 - March 2005
KeySpan June 2001 - May 2004
Skills
Financial Modeling, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2006
MFE, Financial Engineering
Boston University Questrom School of Business 1998 — 1999
MBA, Business Administration - Finance
National Taiwan University
BS, Chemical Engineering
Mark Specker's WR Hambrecht + Co Experience January 2004 - February 2006
Job Financial Advisor at UBS
Industry Financial Services
Experience
OTR Global September 2009 - October 2011
Thomson Reuters September 2008 - July 2009
Reuters America August 2006 - September 2008
WR Hambrecht + Co January 2004 - February 2006
SoundView Technology Group August 1996 - January 2004
Gartner June 1987 - August 1996
Education
Columbia University in the City of New York 1983 — 1987
AB, Computer Science
OTR Global September 2009 - October 2011
Thomson Reuters September 2008 - July 2009
Reuters America August 2006 - September 2008
WR Hambrecht + Co January 2004 - February 2006
SoundView Technology Group August 1996 - January 2004
Gartner June 1987 - August 1996
Education
Columbia University in the City of New York 1983 — 1987
AB, Computer Science
Brian S. Allen's WR Hambrecht + Co Experience 2007 - 2010
Job Financial Consultant @ Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2012 - Present
Graystone Consulting Morgan Stanley Wealth Management 2010 - 2012
WR Hambrecht + Co 2007 - 2010
Wilson Sonsini Goodrich & Rosati 2006 - 2007
San Francisco 49ers 2005 - 2006
Weil Gotshal and Manges 2005 - 2005
Stanford University 2005 - 2005
IDEO 2004 - 2005
Indianapolis Colts 2002 - 2004
Skills
Excel, PowerPoint, Thomson One, Bloomberg Terminal, HTML, Microsoft Office, Financial Analysis, Capital Markets, Microsoft Excel, Financial Modeling, Private Client Work, Investment Banking, Private Clients, Investments, Fundraising, Alternative Investments, Portfolio Management, Valuation, Corporate Finance, Asset Allocation, Investment Management, Equity Research, Mutual Funds, Series 7, Strategic Financial..., Hedge Funds, Equities, Securities, IPO, Wealth Management, Bloomberg, Retirement Planning, Series 63, FINRA, Insurance, 401k, Start-ups, High Net Worth..., Wealth Management..., Asset Management, Investment Strategies, Mergers & Acquisitions, Marketing, Due Diligence, Leadership, Finance
Education
Stanford University
B.A.
Fidelity Investments 2012 - Present
Graystone Consulting Morgan Stanley Wealth Management 2010 - 2012
WR Hambrecht + Co 2007 - 2010
Wilson Sonsini Goodrich & Rosati 2006 - 2007
San Francisco 49ers 2005 - 2006
Weil Gotshal and Manges 2005 - 2005
Stanford University 2005 - 2005
IDEO 2004 - 2005
Indianapolis Colts 2002 - 2004
Skills
Excel, PowerPoint, Thomson One, Bloomberg Terminal, HTML, Microsoft Office, Financial Analysis, Capital Markets, Microsoft Excel, Financial Modeling, Private Client Work, Investment Banking, Private Clients, Investments, Fundraising, Alternative Investments, Portfolio Management, Valuation, Corporate Finance, Asset Allocation, Investment Management, Equity Research, Mutual Funds, Series 7, Strategic Financial..., Hedge Funds, Equities, Securities, IPO, Wealth Management, Bloomberg, Retirement Planning, Series 63, FINRA, Insurance, 401k, Start-ups, High Net Worth..., Wealth Management..., Asset Management, Investment Strategies, Mergers & Acquisitions, Marketing, Due Diligence, Leadership, Finance
Education
Stanford University
B.A.
Janet Binaski's WR Hambrecht + Co Experience July 2000 - October 2007
Job Supervisory Analyst at Keefe, Bruyette & Woods
Industry Research
Experience
Keefe, Bruyette & Woods November 2010 - Present
GC Research Ltd./Global Crown Capital, LLC November 2007 - February 2010
WR Hambrecht + Co July 2000 - October 2007
Roth Capital Partners, LLC October 1995 - August 1999
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Financial Modeling, Investments, Asset Managment, Valuation, Portfolio Management, Research, FINRA, Equity Valuation, Bloomberg, Fixed Income, Stocks
Education
University of California, Berkeley 2012 — 2013
Certificate of Completion, Professional Sequence in Editing
San Diego State University-California State University 1985 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
San Diego State University
Bachelor of Arts, Liberal Studies
Keefe, Bruyette & Woods November 2010 - Present
GC Research Ltd./Global Crown Capital, LLC November 2007 - February 2010
WR Hambrecht + Co July 2000 - October 2007
Roth Capital Partners, LLC October 1995 - August 1999
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Financial Modeling, Investments, Asset Managment, Valuation, Portfolio Management, Research, FINRA, Equity Valuation, Bloomberg, Fixed Income, Stocks
Education
University of California, Berkeley 2012 — 2013
Certificate of Completion, Professional Sequence in Editing
San Diego State University-California State University 1985 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
San Diego State University
Bachelor of Arts, Liberal Studies
Brad Marvin's WR Hambrecht + Co Experience 2000 - 2007
Job High Yield/Emerging Markets at PrinceRidge Group LLC
Industry Investment Banking
Experience
PrinceRidge Group LLC 2009 - Present
WR Hambrecht + Co 2000 - 2007
Chase Securities, Inc. 1994 - 1998
Salomon Brothers, Inc 1986 - 1994
United States Navy 1979 - 1986
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics, Finance
Phillips Academy 1972 — 1975
PrinceRidge Group LLC 2009 - Present
WR Hambrecht + Co 2000 - 2007
Chase Securities, Inc. 1994 - 1998
Salomon Brothers, Inc 1986 - 1994
United States Navy 1979 - 1986
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics, Finance
Phillips Academy 1972 — 1975
Sharon Rembowski's WR Hambrecht + Co Experience 1998 - July 2013
Job Ekahi Aloha LLC
Industry Financial Services
Experience
Skywalker Properties Ltd July 2013 - May 2015
WR Hambrecht + Co 1998 - July 2013
Skills
Investor Relations, Crisis Communications
Education
Scripps College 1976 — 1980
Bachelor of Arts (B.A.), International Relations, French
Skywalker Properties Ltd July 2013 - May 2015
WR Hambrecht + Co 1998 - July 2013
Skills
Investor Relations, Crisis Communications
Education
Scripps College 1976 — 1980
Bachelor of Arts (B.A.), International Relations, French
Kathryn Fleischer's WR Hambrecht + Co Experience 2000 - 2001
Job Placement Agent for Private Equity
Industry Financial Services
Experience
Idlewild Bay LLC 2003 - Present
WR Hambrecht + Co 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Hampton Partners Ltd 1994 - 1998
ING 1993 - 1993
Security Pacific Bank 1990 - 1991
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
London School of Economics and Political Science
MSc
Brown University
AB
Idlewild Bay LLC 2003 - Present
WR Hambrecht + Co 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Hampton Partners Ltd 1994 - 1998
ING 1993 - 1993
Security Pacific Bank 1990 - 1991
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
London School of Economics and Political Science
MSc
Brown University
AB
Christopher Koa's WR Hambrecht + Co Experience 2001 - 2002
Job Of Counsel at Dorsey & Whitney LLP
Industry Legal Services
Experience
Dorsey & Whitney LLP April 2015 - Present
BP Americas December 2012 - Present
Association of Corporate Counsel October 2011 - April 2015
Dell October 2008 - November 2012
Marsh & McLennan Companies, Inc. 2004 - 2008
Prudential Financial 2002 - 2003
WR Hambrecht + Co 2001 - 2002
Kintana, Inc. 2000 - 2001
Microsoft Corporation 1998 - 2000
Wilson Sonsini Goodrich and Rosati 1995 - 1998
Skills
Mergers, Corporate Law, Intellectual Property, Licensing, Cloud Computing, Privacy Law, Business Development, Integration, Legal Advice, Data Privacy, Contract Negotiation, Software Licensing, Litigation
Education
New York University School of Law
J.D.
Princeton University
MPA, Public & International Affairs
Carleton College
BA, English Literature
Dorsey & Whitney LLP April 2015 - Present
BP Americas December 2012 - Present
Association of Corporate Counsel October 2011 - April 2015
Dell October 2008 - November 2012
Marsh & McLennan Companies, Inc. 2004 - 2008
Prudential Financial 2002 - 2003
WR Hambrecht + Co 2001 - 2002
Kintana, Inc. 2000 - 2001
Microsoft Corporation 1998 - 2000
Wilson Sonsini Goodrich and Rosati 1995 - 1998
Skills
Mergers, Corporate Law, Intellectual Property, Licensing, Cloud Computing, Privacy Law, Business Development, Integration, Legal Advice, Data Privacy, Contract Negotiation, Software Licensing, Litigation
Education
New York University School of Law
J.D.
Princeton University
MPA, Public & International Affairs
Carleton College
BA, English Literature
Jessica Porten Hinkle's WR Hambrecht + Co Experience August 1998 - July 2000
Job Divisional Vice President, Emerging Strategies and Products at Laureate Online Education
Industry Higher Education
Experience
Laureate International Universities March 2013 - Present
Laureate International Universities August 2010 - February 2013
Walden University July 2009 - August 2010
YogaWorks August 2006 - July 2009
Laureate International Universities 2004 - 2006
Laureate International Universities 2003 - 2004
Laureate International Universities 2002 - 2003
The Broad Foundation June 2001 - August 2001
WR Hambrecht + Co August 1998 - July 2000
Morgan Stanley July 1996 - July 1998
Skills
Strategic Planning, Product Management, Marketing, Team Leadership, Staff Development, Competitive Analysis, Strategy, Entrepreneurship, Higher Education, Business Strategy, Leadership, Strategic Partnerships, Marketing Strategy, Cross-functional Team..., E-Learning, Program Management, Product Development, Team Building, Product Marketing, Management, Market Research
Education
Harvard Business School 2000 — 2002
MBA
Brown University 1992 — 1996
BA, Political Science, Art History
Laureate International Universities March 2013 - Present
Laureate International Universities August 2010 - February 2013
Walden University July 2009 - August 2010
YogaWorks August 2006 - July 2009
Laureate International Universities 2004 - 2006
Laureate International Universities 2003 - 2004
Laureate International Universities 2002 - 2003
The Broad Foundation June 2001 - August 2001
WR Hambrecht + Co August 1998 - July 2000
Morgan Stanley July 1996 - July 1998
Skills
Strategic Planning, Product Management, Marketing, Team Leadership, Staff Development, Competitive Analysis, Strategy, Entrepreneurship, Higher Education, Business Strategy, Leadership, Strategic Partnerships, Marketing Strategy, Cross-functional Team..., E-Learning, Program Management, Product Development, Team Building, Product Marketing, Management, Market Research
Education
Harvard Business School 2000 — 2002
MBA
Brown University 1992 — 1996
BA, Political Science, Art History
Andy Van Vleck, CFA's WR Hambrecht + Co Experience 2005 - 2006
Job Chartered Financial Analyst
Industry Capital Markets
Experience
Bridge Innovation Capital May 2013 - Present
THE SPECTRUM GROUP September 2011 - Present
The LoBue Group January 2011 - Present
Ayannah Information Systems, Inc. January 2011 - Present
Buzz Technologies (Pvt) Ltd May 2003 - Present
WR Hambrecht + Co 2005 - 2006
Broadmark Asset Management, LLC 1999 - 2002
Jardine Fleming Securities (Now JP Morgan) 1994 - 1998
Skills
Business Strategy, Change Management, Finance, Start-ups, Investments, Management, Mutual Funds, Business Development, Marketing, Series 7, Due Diligence, Mergers, Financial Modeling, Hedge Funds, Mergers & Acquisitions, Equities, Strategy, Portfolio Management, Venture Capital, Entrepreneurship, Management Consulting, Marketing Strategy, Asset Managment, Corporate Finance, Project Management, Financial Analysis, Telecommunications, Product Development, Program Management, Risk Management, Capital Markets, Valuation, Product Management, Emerging Markets, Private Equity, Analysis, Team Building, New Business Development, Leadership, Corporate Development, Strategic Planning, Alternative Investments, Investment Banking, Strategic Partnerships, Banking, Securities, Business Planning
Education
University of California, Los Angeles 1989 — 1993
Principia
Bridge Innovation Capital May 2013 - Present
THE SPECTRUM GROUP September 2011 - Present
The LoBue Group January 2011 - Present
Ayannah Information Systems, Inc. January 2011 - Present
Buzz Technologies (Pvt) Ltd May 2003 - Present
WR Hambrecht + Co 2005 - 2006
Broadmark Asset Management, LLC 1999 - 2002
Jardine Fleming Securities (Now JP Morgan) 1994 - 1998
Skills
Business Strategy, Change Management, Finance, Start-ups, Investments, Management, Mutual Funds, Business Development, Marketing, Series 7, Due Diligence, Mergers, Financial Modeling, Hedge Funds, Mergers & Acquisitions, Equities, Strategy, Portfolio Management, Venture Capital, Entrepreneurship, Management Consulting, Marketing Strategy, Asset Managment, Corporate Finance, Project Management, Financial Analysis, Telecommunications, Product Development, Program Management, Risk Management, Capital Markets, Valuation, Product Management, Emerging Markets, Private Equity, Analysis, Team Building, New Business Development, Leadership, Corporate Development, Strategic Planning, Alternative Investments, Investment Banking, Strategic Partnerships, Banking, Securities, Business Planning
Education
University of California, Los Angeles 1989 — 1993
Principia
Biju Kurian's WR Hambrecht + Co Experience 2004 - 2006
Job Vice President at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2011 - Present
AIG April 2009 - July 2011
Deutsche Bank 2006 - 2008
WR Hambrecht + Co 2004 - 2006
AIG 2002 - 2003
Soundview Technology Group 2001 - 2002
Skills
Alternative Investments, Fixed Income, Financial Structuring, Emerging Markets, Asset Management, Leveraged Finance, Structured Finance, Derivatives, Trading, Equity Valuation, Finance, Financial Markets, Mutual Funds, Restructuring, M&A experience, Funding, Options, Investment Management, Project Finance, Financial Services
Education
University of Notre Dame 1997 — 2001
Bachelor of Arts, Economics and Computer Applications
Stifel Financial Corp. July 2011 - Present
AIG April 2009 - July 2011
Deutsche Bank 2006 - 2008
WR Hambrecht + Co 2004 - 2006
AIG 2002 - 2003
Soundview Technology Group 2001 - 2002
Skills
Alternative Investments, Fixed Income, Financial Structuring, Emerging Markets, Asset Management, Leveraged Finance, Structured Finance, Derivatives, Trading, Equity Valuation, Finance, Financial Markets, Mutual Funds, Restructuring, M&A experience, Funding, Options, Investment Management, Project Finance, Financial Services
Education
University of Notre Dame 1997 — 2001
Bachelor of Arts, Economics and Computer Applications
Perry Deluca's WR Hambrecht + Co Experience June 2002 - February 2006
Job Senior Vice President and Team Leader at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo 2012 - Present
Key Banc Capital Markets November 2006 - March 2012
WR Hambrecht + Co June 2002 - February 2006
Riggs Bank 1997 - 2000
Congressman Pete Stark 1993 - 1996
Skills
Capital Markets, Financial Modeling, Leadership, Portfolio Management, Mergers, Mergers & Acquisitions, Banking, Investment Banking, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
MBA, Business
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
MA, Economics
Georgetown University 1988 — 1992
BA, Government
Crystal Springs Uplands
Wells Fargo 2012 - Present
Key Banc Capital Markets November 2006 - March 2012
WR Hambrecht + Co June 2002 - February 2006
Riggs Bank 1997 - 2000
Congressman Pete Stark 1993 - 1996
Skills
Capital Markets, Financial Modeling, Leadership, Portfolio Management, Mergers, Mergers & Acquisitions, Banking, Investment Banking, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
MBA, Business
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
MA, Economics
Georgetown University 1988 — 1992
BA, Government
Crystal Springs Uplands
Elizabeth Davis's WR Hambrecht + Co Experience October 1999 - May 2000
Job Institutional Equity Sales at Northcoast Research
Industry Capital Markets
Experience
Northcoast Research March 2015 - Present
BB&T Capital Markets October 2001 - September 2014
Kaufman Bros. September 2000 - October 2001
WR Hambrecht + Co October 1999 - May 2000
Wachovia Securities Financial Network September 1995 - October 1999
Skills
Equity Research, Capital Markets, Series 7, Valuation, Equities, Series 63, Hedge Funds, Bloomberg
Education
Radford University 1988 — 1991
Northcoast Research March 2015 - Present
BB&T Capital Markets October 2001 - September 2014
Kaufman Bros. September 2000 - October 2001
WR Hambrecht + Co October 1999 - May 2000
Wachovia Securities Financial Network September 1995 - October 1999
Skills
Equity Research, Capital Markets, Series 7, Valuation, Equities, Series 63, Hedge Funds, Bloomberg
Education
Radford University 1988 — 1991
Jay Jacinto's WR Hambrecht + Co Experience March 1999 - November 2006
Job Senior Systems Administrator at CafePress
Industry Consumer Goods
Experience
CafePress November 2006 - December 2012
WR Hambrecht + Co March 1999 - November 2006
Education
University of California, Davis 1992 — 1997
CafePress November 2006 - December 2012
WR Hambrecht + Co March 1999 - November 2006
Education
University of California, Davis 1992 — 1997
John Longstreet's WR Hambrecht + Co Experience July 2007 - February 2009
Job Manager Financial Planning and Analysis at Priceline.com
Industry Internet
Experience
Priceline.com June 2015 - Present
SAC Capital January 2013 - January 2015
Credit Suisse July 2010 - January 2013
Macquarie Bank April 2009 - July 2010
WR Hambrecht + Co July 2007 - February 2009
Susquehanna Financial Group June 2006 - August 2006
PKF Consulting 2005 - 2005
Skills
Valuation, Financial Modeling, Equity Research, Investment Banking, Equities, Hedge Funds, Bloomberg, Alternative Investments, Private Equity, Corporate Finance, Due Diligence, Investments, Financial Analysis, Asset Management, Love Of Learning, Mexican Cuisine
Education
Cornell University 2003 — 2007
Bachelor of Science (B.S.)
Priceline.com June 2015 - Present
SAC Capital January 2013 - January 2015
Credit Suisse July 2010 - January 2013
Macquarie Bank April 2009 - July 2010
WR Hambrecht + Co July 2007 - February 2009
Susquehanna Financial Group June 2006 - August 2006
PKF Consulting 2005 - 2005
Skills
Valuation, Financial Modeling, Equity Research, Investment Banking, Equities, Hedge Funds, Bloomberg, Alternative Investments, Private Equity, Corporate Finance, Due Diligence, Investments, Financial Analysis, Asset Management, Love Of Learning, Mexican Cuisine
Education
Cornell University 2003 — 2007
Bachelor of Science (B.S.)
Ali Youssefi's WR Hambrecht + Co Experience 2005 - 2006
Job Vice President at CFY Development Inc
Industry Real Estate
Experience
CFY Development Inc September 2006 - Present
WR Hambrecht + Co 2005 - 2006
Education
Dartmouth College 2001 — 2005
CFY Development Inc September 2006 - Present
WR Hambrecht + Co 2005 - 2006
Education
Dartmouth College 2001 — 2005
Andrew DeBratto's WR Hambrecht + Co Experience June 2007 - September 2008
Job Manager of Enterprise Architecture at Hunton & Williams LLP
Industry Computer Networking
Experience
Hunton & Williams LLP June 2014 - Present
Hunton & Williams LLP January 2013 - June 2014
EMC March 2011 - January 2013
WSP Flack + Kurtz September 2008 - March 2011
WSP Flack + Kurtz September 2008 - March 2011
WR Hambrecht + Co June 2007 - September 2008
Ryley Carlock & Applewhite December 2005 - July 2007
Quarles & Brady LLP 2000 - 2005
Lewis and Roca LLP March 1998 - October 2000
Skills
Active Directory, Data Center, Windows Server, Windows, Security, Servers, Project Management, Cisco Technologies, System Administration, Network Administration, VoIP, Disaster Recovery, VMware, Microsoft Office, Troubleshooting, VMware ESX, SAN, Network Security, Enterprise Software, Storage Area Networks, Software Documentation, IT Management, ITIL, Citrix, DNS, IT Service Management, Cloud Computing, Microsoft Exchange, Virtualization, VPN, Visio, Vendor Management, Windows 7, Routers, IT Operations, Information Technology, Technical Support, Networking
Education
University of Phoenix 1997 — 1999
Bachlor of Science, Business Information Systems
Mountain View High School 1989 — 1992
Hunton & Williams LLP June 2014 - Present
Hunton & Williams LLP January 2013 - June 2014
EMC March 2011 - January 2013
WSP Flack + Kurtz September 2008 - March 2011
WSP Flack + Kurtz September 2008 - March 2011
WR Hambrecht + Co June 2007 - September 2008
Ryley Carlock & Applewhite December 2005 - July 2007
Quarles & Brady LLP 2000 - 2005
Lewis and Roca LLP March 1998 - October 2000
Skills
Active Directory, Data Center, Windows Server, Windows, Security, Servers, Project Management, Cisco Technologies, System Administration, Network Administration, VoIP, Disaster Recovery, VMware, Microsoft Office, Troubleshooting, VMware ESX, SAN, Network Security, Enterprise Software, Storage Area Networks, Software Documentation, IT Management, ITIL, Citrix, DNS, IT Service Management, Cloud Computing, Microsoft Exchange, Virtualization, VPN, Visio, Vendor Management, Windows 7, Routers, IT Operations, Information Technology, Technical Support, Networking
Education
University of Phoenix 1997 — 1999
Bachlor of Science, Business Information Systems
Mountain View High School 1989 — 1992
Lawrence Petrone, CFA's WR Hambrecht + Co Experience February 2008 - April 2009
Job Director of Product Consulting & Research at kasina
Industry Investment Management
Experience
kasina January 2015 - Present
kasina February 2012 - December 2014
Financial Research Corporation September 2009 - January 2012
WR Hambrecht + Co February 2008 - April 2009
TheStreet.com Ratings May 2007 - January 2008
America's Growth Capital November 2006 - April 2007
Walden Brook Capital Partners, LLC May 2005 - August 2006
Decision Economics September 2003 - June 2005
Fidelity Investments September 1996 - October 2002
The Boston Company July 1986 - August 1996
Skills
Investments, Equities, Financial Services, Hedge Funds, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Equity Research, Alternative Investments, Fixed Income, Investment Strategies, Asset Management, ETFs, Competitive Analysis, Investment Management, Finance, Market Research, Bonds, Financial Modeling
Education
Boston College 1978 — 1979
Master of Arts (M.A.), Masters of Education
Gordon College 1973 — 1977
Bachelor of Arts, History
kasina January 2015 - Present
kasina February 2012 - December 2014
Financial Research Corporation September 2009 - January 2012
WR Hambrecht + Co February 2008 - April 2009
TheStreet.com Ratings May 2007 - January 2008
America's Growth Capital November 2006 - April 2007
Walden Brook Capital Partners, LLC May 2005 - August 2006
Decision Economics September 2003 - June 2005
Fidelity Investments September 1996 - October 2002
The Boston Company July 1986 - August 1996
Skills
Investments, Equities, Financial Services, Hedge Funds, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Equity Research, Alternative Investments, Fixed Income, Investment Strategies, Asset Management, ETFs, Competitive Analysis, Investment Management, Finance, Market Research, Bonds, Financial Modeling
Education
Boston College 1978 — 1979
Master of Arts (M.A.), Masters of Education
Gordon College 1973 — 1977
Bachelor of Arts, History
Jerry Schoenborn's WR Hambrecht + Co Experience October 2000 - February 2006
Job Securities Compliance Examiner
Industry Financial Services
Experience
U.S. Securities & Exchange Commission July 2010 - Present
Citigroup/Lava Trading April 2006 - June 2010
WR Hambrecht + Co October 2000 - February 2006
Skills
Securities, Capital Markets, Equities, Trading, Hedge Funds, Fixed Income, FINRA, Series 7, Investments, Mutual Funds, Equity Trading, Options, Series 24
Education
San Francisco State University
MBA
University of Colorado Boulder
BA, Mathematics
U.S. Securities & Exchange Commission July 2010 - Present
Citigroup/Lava Trading April 2006 - June 2010
WR Hambrecht + Co October 2000 - February 2006
Skills
Securities, Capital Markets, Equities, Trading, Hedge Funds, Fixed Income, FINRA, Series 7, Investments, Mutual Funds, Equity Trading, Options, Series 24
Education
San Francisco State University
MBA
University of Colorado Boulder
BA, Mathematics
Mark Toole's WR Hambrecht + Co Experience January 2004 - March 2006
Job Owner, TriSpan Partners
Industry Financial Services
Experience
TriSpan Partners 2006 - Present
WR Hambrecht + Co January 2004 - March 2006
SoundView Technology Group March 1997 - December 2003
Broadview International October 1994 - December 1996
Venture Economics August 1988 - July 1992
Skills
M&A experience, Fundraising, IPO, Emerging Growth..., Private Placements, Equities, Mergers, Corporate Development, Venture Capital, Equity Research, Private Equity, Investment Banking, Valuation, Capital Markets, Hedge Funds, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Finance
Brown University 1984 — 1988
A.B., Economics & American History
TriSpan Partners 2006 - Present
WR Hambrecht + Co January 2004 - March 2006
SoundView Technology Group March 1997 - December 2003
Broadview International October 1994 - December 1996
Venture Economics August 1988 - July 1992
Skills
M&A experience, Fundraising, IPO, Emerging Growth..., Private Placements, Equities, Mergers, Corporate Development, Venture Capital, Equity Research, Private Equity, Investment Banking, Valuation, Capital Markets, Hedge Funds, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Finance
Brown University 1984 — 1988
A.B., Economics & American History
Keith Swart's WR Hambrecht + Co Experience 2005 - 2006
Job Partner, F4 Designs LLC
Industry Construction
Experience
F4 Designs January 2012 - Present
Madison Williams and Company June 2010 - October 2011
A.G. Edwards & Sons, Inc. 2006 - 2007
WR Hambrecht + Co 2005 - 2006
Needham & Co 2000 - 2004
Gruntal & Company 1999 - 2000
Southeast Research Partners 1998 - 1999
RBC Dain Rauscher 1992 - 1998
Nicor Gas 1986 - 1992
Skills
Real Estate Economics, Real Estate Development, Financial Analysis, Construction Management, Business Process..., Institutional Sales, Asset Management, Mergers & Acquisitions, Equities, Trading, Private Equity, Business Development, Investment Banking, Emerging Markets, Series 63, Data Analysis, Team Building, Management, Public Speaking
Education
Montana State University-Bozeman 1974 — 1978
Bachelor of Science (B.S.), Economics, Environmental Engineering
University of Montana 1974 — 1975
Economics
F4 Designs January 2012 - Present
Madison Williams and Company June 2010 - October 2011
A.G. Edwards & Sons, Inc. 2006 - 2007
WR Hambrecht + Co 2005 - 2006
Needham & Co 2000 - 2004
Gruntal & Company 1999 - 2000
Southeast Research Partners 1998 - 1999
RBC Dain Rauscher 1992 - 1998
Nicor Gas 1986 - 1992
Skills
Real Estate Economics, Real Estate Development, Financial Analysis, Construction Management, Business Process..., Institutional Sales, Asset Management, Mergers & Acquisitions, Equities, Trading, Private Equity, Business Development, Investment Banking, Emerging Markets, Series 63, Data Analysis, Team Building, Management, Public Speaking
Education
Montana State University-Bozeman 1974 — 1978
Bachelor of Science (B.S.), Economics, Environmental Engineering
University of Montana 1974 — 1975
Economics
Eric Mendez's WR Hambrecht + Co Experience 2000 - 2003
Job Investment Management
Industry Investment Management
Experience
BCM/LAB Advisors July 2008 - Present
Artisan Partners May 2008 - July 2008
Franklin Templeton Investments August 2005 - October 2007
Oaktree Capital Management June 2004 - September 2004
WR Hambrecht + Co 2000 - 2003
Skills
Private Equity, Hedge Funds, Investment Banking
Education
Stanford University Graduate School of Business 2003 — 2005
University of California, Berkeley 1995 — 1999
BA, Economics
BCM/LAB Advisors July 2008 - Present
Artisan Partners May 2008 - July 2008
Franklin Templeton Investments August 2005 - October 2007
Oaktree Capital Management June 2004 - September 2004
WR Hambrecht + Co 2000 - 2003
Skills
Private Equity, Hedge Funds, Investment Banking
Education
Stanford University Graduate School of Business 2003 — 2005
University of California, Berkeley 1995 — 1999
BA, Economics
Michael Zigman's WR Hambrecht + Co Experience Managing DirectorSoundView Technology Group1994 - 2004
Job Managing Director at WR Hambrecht + Co
Industry Investment Banking
Experience
WR Hambrecht + Co Managing DirectorSoundView Technology Group1994 - 2004
Education
Dartmouth College 1988 — 1992
B.A.
Stuyvesant High School 1984 — 1988
WR Hambrecht + Co Managing DirectorSoundView Technology Group1994 - 2004
Education
Dartmouth College 1988 — 1992
B.A.
Stuyvesant High School 1984 — 1988
Michaela Crouch's WR Hambrecht + Co Experience June 2003 - April 2004
Job Senior Product Marketing Manager, Applications & Services Marketing at Microsoft
Industry Computer Software
Experience
Microsoft February 2015 - Present
Microsoft January 2012 - February 2015
Microsoft May 2009 - January 2012
J.P. Morgan 2007 - 2007
Soleil Securities December 2005 - June 2006
Fulcrum Global Partners April 2004 - December 2005
WR Hambrecht + Co June 2003 - April 2004
Intel Capital February 2001 - May 2003
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Development, Financial Analysis, Strategic Analysis, Analytics, Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Stanford University 1997 — 2001
BA, Economics
Microsoft February 2015 - Present
Microsoft January 2012 - February 2015
Microsoft May 2009 - January 2012
J.P. Morgan 2007 - 2007
Soleil Securities December 2005 - June 2006
Fulcrum Global Partners April 2004 - December 2005
WR Hambrecht + Co June 2003 - April 2004
Intel Capital February 2001 - May 2003
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Development, Financial Analysis, Strategic Analysis, Analytics, Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Stanford University 1997 — 2001
BA, Economics
Paul Manelis's WR Hambrecht + Co Experience 2005 - 2007
Job Institutional Investments Professional
Industry Capital Markets
Experience
Rosenblatt Securities April 2013 - Present
Global Hunter Securities June 2011 - April 2013
Soleil Securities June 2009 - May 2010
NorthPointe Capital June 2007 - January 2009
WR Hambrecht + Co 2005 - 2007
Piper Jaffray 1999 - 2003
Skills
Equity Trading, Equities, Series 7, Series 63, Equity Research, Bloomberg, Hedge Funds, Securities, Series 24, Capital Markets, Investments, Trading, Portfolio Management, Options, Asset Managment, Fixed Income, Alternative Investments, Mutual Funds, series 55, series 9, series 10, Institutional Sales, Sales Management
Education
Central Michigan University 1989 — 1993
Rosenblatt Securities April 2013 - Present
Global Hunter Securities June 2011 - April 2013
Soleil Securities June 2009 - May 2010
NorthPointe Capital June 2007 - January 2009
WR Hambrecht + Co 2005 - 2007
Piper Jaffray 1999 - 2003
Skills
Equity Trading, Equities, Series 7, Series 63, Equity Research, Bloomberg, Hedge Funds, Securities, Series 24, Capital Markets, Investments, Trading, Portfolio Management, Options, Asset Managment, Fixed Income, Alternative Investments, Mutual Funds, series 55, series 9, series 10, Institutional Sales, Sales Management
Education
Central Michigan University 1989 — 1993
Margo Ranucci's WR Hambrecht + Co Experience July 1999 - May 2013
Job Compliance Manager at Charles Schwab & Co., Inc.
Industry Investment Banking
Experience
Charles Schwab & Co., Inc. May 2013 - Present
WR Hambrecht + Co July 1999 - May 2013
Bank of America July 1989 - July 1999
Education
Anna Maria College
BA, Special Education/Psychology
Pepperdine University
MBA, Finance/Management
Trenton State College
M.ED, Special Education
Charles Schwab & Co., Inc. May 2013 - Present
WR Hambrecht + Co July 1999 - May 2013
Bank of America July 1989 - July 1999
Education
Anna Maria College
BA, Special Education/Psychology
Pepperdine University
MBA, Finance/Management
Trenton State College
M.ED, Special Education
James Grebenc, CFA's WR Hambrecht + Co Experience September 2003 - July 2005
Job VP: Institutional Equity Research Sales at Noble Financial
Industry Financial Services
Experience
Noble Financial October 2014 - Present
VIRTUOSO Research 2013 - 2014
B Riley Caris 2010 - 2013
JMP Securities July 2005 - August 2009
WR Hambrecht + Co September 2003 - July 2005
Lehman Bros 2002 - 2003
Robertson Stephens August 2001 - August 2002
Skills
Hedge Funds, Equities, Series 7, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Series 63, Securities, Investments, Valuation, Trading, Asset Management, Equity Trading, Investment Banking
Education
University of Toronto - Rotman School of Management 1997 — 1998
MBA, Accounting and Finance
AIMR 1995 — 1998
Chartered Financial Analyst, Accounting and Finance
Wilfrid Laurier University 1989 — 1993
Honors Economics, Finance and Accounting
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
Noble Financial October 2014 - Present
VIRTUOSO Research 2013 - 2014
B Riley Caris 2010 - 2013
JMP Securities July 2005 - August 2009
WR Hambrecht + Co September 2003 - July 2005
Lehman Bros 2002 - 2003
Robertson Stephens August 2001 - August 2002
Skills
Hedge Funds, Equities, Series 7, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Series 63, Securities, Investments, Valuation, Trading, Asset Management, Equity Trading, Investment Banking
Education
University of Toronto - Rotman School of Management 1997 — 1998
MBA, Accounting and Finance
AIMR 1995 — 1998
Chartered Financial Analyst, Accounting and Finance
Wilfrid Laurier University 1989 — 1993
Honors Economics, Finance and Accounting
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
Matt Kather, CFA's WR Hambrecht + Co Experience 2006 - 2008
Job CIO & Principal
Industry Investment Management
Experience
MK Investment Advisory Services 2010 - Present
WR Hambrecht + Co 2006 - 2008
American Technology Research 2004 - 2006
DB Alex. Brown 2001 - 2004
Silicon Valley Bank 1998 - 1999
Skills
Equities, Investments, Equity Research, Capital Markets, Portfolio Management, Valuation, Investment Banking, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Bucknell University
BS Management, Qualified for BA in Japanese Language
MK Investment Advisory Services 2010 - Present
WR Hambrecht + Co 2006 - 2008
American Technology Research 2004 - 2006
DB Alex. Brown 2001 - 2004
Silicon Valley Bank 1998 - 1999
Skills
Equities, Investments, Equity Research, Capital Markets, Portfolio Management, Valuation, Investment Banking, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Bucknell University
BS Management, Qualified for BA in Japanese Language
Laura Provenzale's WR Hambrecht + Co Experience February 2004 - September 2007
Job Managing Director Consumer & Retail Investment Banking at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company January 2014 - Present
Raymond James & Associates November 2007 - December 2013
WR Hambrecht + Co February 2004 - September 2007
Banc of America Securities April 1997 - April 2002
JP Morgan & Co July 1987 - April 1997
Skills
Mergers, Banking, Equities, Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Investments, Financial Modeling, Retail Banking, Accounting, Valuation, Capital Markets, Due Diligence, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, International Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
William Blair & Company January 2014 - Present
Raymond James & Associates November 2007 - December 2013
WR Hambrecht + Co February 2004 - September 2007
Banc of America Securities April 1997 - April 2002
JP Morgan & Co July 1987 - April 1997
Skills
Mergers, Banking, Equities, Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Investments, Financial Modeling, Retail Banking, Accounting, Valuation, Capital Markets, Due Diligence, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, International Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
Chris Hannan's WR Hambrecht + Co Experience May 2014 - Present
Job Partner, Director of TradingWR Hambrecht + Co.
Industry Financial Services
Experience
WR Hambrecht + Co May 2014 - Present
Devil Mountain Investment Management March 2009 - Present
Thomson Reuters December 2009 - May 2014
Proxy Governance June 2008 - October 2009
Montgomery & Co., LLC 2005 - 2008
First Albany 2002 - 2005
Robertson, Stephens & Company 1995 - 2002
Skills
Trading, Hedge Funds, Trading Systems, Equity Trading, Equities, Capital Markets, Electronic Trading, Series 7, Derivatives, Investment Banking, Asset Management, Portfolio Management, Financial Markets, ETFs, Investments, Securities, Proprietary Trading, Compliance, Analysis, Bonds, Trading Strategies, Series 63, Series 24, Series 65, Market Data, Asset Allocation
Education
The George Washington University 1992 — 1995
MBA, Finance and Investments
University of California, Los Angeles 1986 — 1991
International Business, Economics, German Language
Monte Vista High School 1982 — 1986
WR Hambrecht + Co May 2014 - Present
Devil Mountain Investment Management March 2009 - Present
Thomson Reuters December 2009 - May 2014
Proxy Governance June 2008 - October 2009
Montgomery & Co., LLC 2005 - 2008
First Albany 2002 - 2005
Robertson, Stephens & Company 1995 - 2002
Skills
Trading, Hedge Funds, Trading Systems, Equity Trading, Equities, Capital Markets, Electronic Trading, Series 7, Derivatives, Investment Banking, Asset Management, Portfolio Management, Financial Markets, ETFs, Investments, Securities, Proprietary Trading, Compliance, Analysis, Bonds, Trading Strategies, Series 63, Series 24, Series 65, Market Data, Asset Allocation
Education
The George Washington University 1992 — 1995
MBA, Finance and Investments
University of California, Los Angeles 1986 — 1991
International Business, Economics, German Language
Monte Vista High School 1982 — 1986
Reynolds Ospina's WR Hambrecht + Co Experience January 2000 - August 2003
Job Vice President First Republic Investment Management
Industry Investment Management
Experience
First Republic Bank April 2014 - Present
Rosenblatt Securities July 2012 - April 2014
Auriga Global Investors, SV. March 2012 - June 2012
WJB Capital Group, Inc. November 2007 - January 2012
Pulse Trading January 2006 - October 2007
Harvest Capital Strategies August 2005 - December 2005
Thomas Weisel Partners August 2003 - August 2005
WR Hambrecht + Co January 2000 - August 2003
Volpe Brown Whelan & Co. March 1999 - December 1999
Hambrecht & Quist January 1997 - March 1999
Skills
Series 24, Series 8, Series 7, Series 55, Series 63, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Hedge Funds, Investment Management, Investments, Options, Securities, Trading
Education
Old Dominion University 1988 — 1993
BS, Business Administration
Garden City, New York High School
First Republic Bank April 2014 - Present
Rosenblatt Securities July 2012 - April 2014
Auriga Global Investors, SV. March 2012 - June 2012
WJB Capital Group, Inc. November 2007 - January 2012
Pulse Trading January 2006 - October 2007
Harvest Capital Strategies August 2005 - December 2005
Thomas Weisel Partners August 2003 - August 2005
WR Hambrecht + Co January 2000 - August 2003
Volpe Brown Whelan & Co. March 1999 - December 1999
Hambrecht & Quist January 1997 - March 1999
Skills
Series 24, Series 8, Series 7, Series 55, Series 63, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Hedge Funds, Investment Management, Investments, Options, Securities, Trading
Education
Old Dominion University 1988 — 1993
BS, Business Administration
Garden City, New York High School
Clyde McConnell's WR Hambrecht + Co Experience 2004 - August 2009
Job Systems Developer at Numerix LLC
Industry Computer & Network Security
Experience
Numerix LLC August 2011 - Present
WRHambrecht + Co April 2006 - September 2009
WR Hambrecht + Co 2004 - August 2009
Thomson Financial September 2005 - January 2006
IBM May 2004 - June 2005
General Electric May 2003 - March 2004
Skills
Active Directory, Windows Server, Disaster Recovery, Laptops, Windows, Technical Support, Microsoft Exchange, Servers, Microsoft Certified..., Business Analysis, Citrix, Software Installation, Troubleshooting, VPN, Windows 7, XP, Information Technology, Team Leadership, Computer Hardware, Cisco Technologies, Networking, Blackberry, Access, Citrix Metaframe, Norton Ghost, Management, Linux, Dell Computers, VMware, Network Administration, SQL, System Administration, Microsoft SQL Server, SharePoint, Network Security, Data Center, Virtualization, Solaris, Visio, ITIL
Education
Pace University 2011 — 2012
Masters, Computer Science
Mercy College 1997 — 2001
Bachelors of Science, Computer Information Systems
Numerix LLC August 2011 - Present
WRHambrecht + Co April 2006 - September 2009
WR Hambrecht + Co 2004 - August 2009
Thomson Financial September 2005 - January 2006
IBM May 2004 - June 2005
General Electric May 2003 - March 2004
Skills
Active Directory, Windows Server, Disaster Recovery, Laptops, Windows, Technical Support, Microsoft Exchange, Servers, Microsoft Certified..., Business Analysis, Citrix, Software Installation, Troubleshooting, VPN, Windows 7, XP, Information Technology, Team Leadership, Computer Hardware, Cisco Technologies, Networking, Blackberry, Access, Citrix Metaframe, Norton Ghost, Management, Linux, Dell Computers, VMware, Network Administration, SQL, System Administration, Microsoft SQL Server, SharePoint, Network Security, Data Center, Virtualization, Solaris, Visio, ITIL
Education
Pace University 2011 — 2012
Masters, Computer Science
Mercy College 1997 — 2001
Bachelors of Science, Computer Information Systems
Dennis Azary's WR Hambrecht + Co Experience December 2004 - December 2011
Job Director, Assurance at Burr Pilger Mayer
Industry Financial Services
Experience
Burr Pilger Mayer January 2012 - Present
WR Hambrecht + Co December 2004 - December 2011
FINRA 2000 - 2004
Education
The University of Connecticut 1989 — 1993
Bachelor of Arts, Economics
Burr Pilger Mayer January 2012 - Present
WR Hambrecht + Co December 2004 - December 2011
FINRA 2000 - 2004
Education
The University of Connecticut 1989 — 1993
Bachelor of Arts, Economics
Patrick Oswald's WR Hambrecht + Co Experience May 2014 - Present
Job Head of Institutional Sales at WR Hambrecht + Co
Industry Financial Services
Experience
WR Hambrecht + Co May 2014 - Present
Wedbush Private Company Strategies October 2013 - May 2014
SharesPost August 2012 - September 2013
Think Equity January 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - February 2011
Screaming Eagle Trading August 2007 - February 2009
San Ramon Valley Little League 2007 - 2009
JMP Securities 2003 - 2005
Montgomery Securities 1992 - 2002
UC Davis 1983 - 1992
Skills
Financial Services, Mutual Funds, Asset Management, Equities, Securities, Hedge Funds, Investment Banking, Investments, Private Equity, Equity Research, Series 7, ETFs, Corporate Finance, Venture Capital, Portfolio Management, Mergers & Acquisitions, Management, Sales, Trading, Finance, Alternative Investments, Series 63, Valuation, Equity Trading, Due Diligence, Asset Allocation, Business Strategy, Financial Modeling, Start-ups, Wealth Management, Bloomberg, Corporate Development, Asset Managment, Angel Investing, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Financial Markets, Options, Funding
Education
University of California, Davis - Graduate School of Management 1992 — 1993
MBA, Finance
De La Salle high 1979 — 1983
WR Hambrecht + Co May 2014 - Present
Wedbush Private Company Strategies October 2013 - May 2014
SharesPost August 2012 - September 2013
Think Equity January 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - February 2011
Screaming Eagle Trading August 2007 - February 2009
San Ramon Valley Little League 2007 - 2009
JMP Securities 2003 - 2005
Montgomery Securities 1992 - 2002
UC Davis 1983 - 1992
Skills
Financial Services, Mutual Funds, Asset Management, Equities, Securities, Hedge Funds, Investment Banking, Investments, Private Equity, Equity Research, Series 7, ETFs, Corporate Finance, Venture Capital, Portfolio Management, Mergers & Acquisitions, Management, Sales, Trading, Finance, Alternative Investments, Series 63, Valuation, Equity Trading, Due Diligence, Asset Allocation, Business Strategy, Financial Modeling, Start-ups, Wealth Management, Bloomberg, Corporate Development, Asset Managment, Angel Investing, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Financial Markets, Options, Funding
Education
University of California, Davis - Graduate School of Management 1992 — 1993
MBA, Finance
De La Salle high 1979 — 1983
Prakesh Patel's WR Hambrecht + Co Experience 2000 - 2002
Job
Industry Venture Capital & Private Equity
Experience
Angeleno Group 2010 - April 2013
New Bridge Investments 2008 - 2010
Deutsche Bank 2005 - 2008
SOMA Capital 2002 - 2003
WR Hambrecht + Co 2000 - 2002
WR Hambrecht + Co 1998 - 2000
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance and Law
University of California, Berkeley 1993 — 1997
BA, Economics, Computational Genomics
Angeleno Group 2010 - April 2013
New Bridge Investments 2008 - 2010
Deutsche Bank 2005 - 2008
SOMA Capital 2002 - 2003
WR Hambrecht + Co 2000 - 2002
WR Hambrecht + Co 1998 - 2000
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance and Law
University of California, Berkeley 1993 — 1997
BA, Economics, Computational Genomics
Aric Cleland's WR Hambrecht + Co Experience 2003 - 2008
Job Vice President,Wealth Management at Northern Trust
Industry Financial Services
Experience
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Christopher Lance Durham's WR Hambrecht + Co Experience September 2007 - December 2007
Job Acting Director of Research
Industry Financial Services
Experience
Alan Biller and Associates July 2008 - Present
WR Hambrecht + Co September 2007 - December 2007
Booz Allen Hamilton January 2004 - January 2007
MIT June 2000 - June 2002
MPC Products June 1998 - June 2000
Skills
Investments, Asset Allocation, Alternative Investments, Financial Engineering, Programming, Operations Research, Private Equity, Hedge Funds, Financial Modeling, Portfolio Management, Due Diligence, Asset Management, Management Consulting, Risk Management, Quantitative Analysis, Quantitative Analytics, Equities, Venture Capital, Strategy, Mutual Funds, Investment Strategies, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2008
Master
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
Master
Northwestern University 1993 — 1998
BS
YWAM 2002 — 2003
CDTS
Alan Biller and Associates July 2008 - Present
WR Hambrecht + Co September 2007 - December 2007
Booz Allen Hamilton January 2004 - January 2007
MIT June 2000 - June 2002
MPC Products June 1998 - June 2000
Skills
Investments, Asset Allocation, Alternative Investments, Financial Engineering, Programming, Operations Research, Private Equity, Hedge Funds, Financial Modeling, Portfolio Management, Due Diligence, Asset Management, Management Consulting, Risk Management, Quantitative Analysis, Quantitative Analytics, Equities, Venture Capital, Strategy, Mutual Funds, Investment Strategies, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2008
Master
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
Master
Northwestern University 1993 — 1998
BS
YWAM 2002 — 2003
CDTS
John Giesea, Jr.'s WR Hambrecht + Co Experience 2000 - 2002
Job Casualty Specialist
Industry Insurance
Experience
AAA October 2006 - Present
Pulte Homes 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Skills
Series 7, Series 63, Equities, Trading, Insurance, Project Management, Valuation, Negotiation, Microsoft Excel
Education
Brigham Young University 1986 — 1989
Business Management, Finance
New Canaan High School 1983 — 1986
AAA October 2006 - Present
Pulte Homes 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Skills
Series 7, Series 63, Equities, Trading, Insurance, Project Management, Valuation, Negotiation, Microsoft Excel
Education
Brigham Young University 1986 — 1989
Business Management, Finance
New Canaan High School 1983 — 1986
Gary Cuiper, CFA's WR Hambrecht + Co Experience April 2000 - November 2003
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
Wan-Yin Wu's WR Hambrecht + Co Experience October 1999 - January 2003
Job
Industry Investment Management
Experience
J.P. Morgan December 2012 - Present
Maratan Partners LLC April 2007 - November 2012
Lehman Brothers May 2006 - March 2007
Lehman Brothers July 2003 - May 2006
WR Hambrecht + Co October 1999 - January 2003
Goldman Sachs July 1998 - September 1999
Goldman Sachs June 1997 - September 1999
Skills
Capital Markets, Series 63, Interest Rate..., Wealth Management, Options, Electronic Trading, Investment Strategies, Asset Allocation, Equities, Risk Management, Commodity, Portfolio Management, Financial Modeling, Series 7, Asset Management, Mergers & Acquisitions, Financial Markets, FX Options, Venture Capital, Fixed Income, Foreign Exchange, Financial Structuring, Private Equity, Due Diligence, Structured Finance, Quantitative Finance, Alternative Investments, Emerging Markets, Investments, Hedge Funds, Investment Management, Financial Analysis, Financial Risk, Trading, Securities, Bonds, Equity Research, Strategy, Market Risk, Equity Derivatives, Investment Banking, Trading Systems, Structured Products, Valuation, Credit Derivatives, Corporate Finance, Corporate Development, Quantitative Analytics, Business Strategy, Derivatives
Education
Columbia University - Columbia Business School 2001 — 2003
Executive MBA, Finance and Management
Columbia University - Fu Foundation School of Engineering and Applied Science
Ph.D. candidate, Electrical Engineering
Massachusetts Institute of Technology
6, Electrical Engineering / Computer Science
Harvard University 1993 — 1997
S.B. with Honors, Electrical, Computer and Systems Engineering
J.P. Morgan December 2012 - Present
Maratan Partners LLC April 2007 - November 2012
Lehman Brothers May 2006 - March 2007
Lehman Brothers July 2003 - May 2006
WR Hambrecht + Co October 1999 - January 2003
Goldman Sachs July 1998 - September 1999
Goldman Sachs June 1997 - September 1999
Skills
Capital Markets, Series 63, Interest Rate..., Wealth Management, Options, Electronic Trading, Investment Strategies, Asset Allocation, Equities, Risk Management, Commodity, Portfolio Management, Financial Modeling, Series 7, Asset Management, Mergers & Acquisitions, Financial Markets, FX Options, Venture Capital, Fixed Income, Foreign Exchange, Financial Structuring, Private Equity, Due Diligence, Structured Finance, Quantitative Finance, Alternative Investments, Emerging Markets, Investments, Hedge Funds, Investment Management, Financial Analysis, Financial Risk, Trading, Securities, Bonds, Equity Research, Strategy, Market Risk, Equity Derivatives, Investment Banking, Trading Systems, Structured Products, Valuation, Credit Derivatives, Corporate Finance, Corporate Development, Quantitative Analytics, Business Strategy, Derivatives
Education
Columbia University - Columbia Business School 2001 — 2003
Executive MBA, Finance and Management
Columbia University - Fu Foundation School of Engineering and Applied Science
Ph.D. candidate, Electrical Engineering
Massachusetts Institute of Technology
6, Electrical Engineering / Computer Science
Harvard University 1993 — 1997
S.B. with Honors, Electrical, Computer and Systems Engineering
David Schwarz's WR Hambrecht + Co Experience January 2006 - March 2008
Job Brill securities
Industry Financial Services
Experience
Brill Securities January 2013 - Present
Mint partners (BGC) February 2010 - April 2012
Brill Securities April 2011 - March 2012
WR Hambrecht + Co January 2006 - March 2008
hudson securities 2005 - 2006
Fulcrum Global Partners April 2002 - October 2004
Knight Securities October 1995 - April 2002
Knight Capital Group 2000 - 2002
Charles Schwab May 1989 - October 1995
Skills
Equities, Trading, Equity Trading, Hedge Funds, Series 7, Series 63, Securities, Trading Systems, Private Equity, Electronic Trading, Series 24, Options, Bloomberg, Capital Markets, Financial Markets, Alternative Investments, Emerging Markets, Proprietary Trading, Fixed Income, Investments, FINRA, Commodity, ETFs, Investment Banking, Institutional..., Investor Relations, Market Making, Trading Strategies, Equity Research, Investment Strategies, Market Structure, Portfolio Management, Bonds, Stocks, Asset Management, Mutual Funds, Asset Allocation, Hedging, Valuation, Equity Derivatives, Traders, Investment Advisory, Series 65, Prime Brokerage
Education
New York University 1983 — 1987
BS, Finance
Brill Securities January 2013 - Present
Mint partners (BGC) February 2010 - April 2012
Brill Securities April 2011 - March 2012
WR Hambrecht + Co January 2006 - March 2008
hudson securities 2005 - 2006
Fulcrum Global Partners April 2002 - October 2004
Knight Securities October 1995 - April 2002
Knight Capital Group 2000 - 2002
Charles Schwab May 1989 - October 1995
Skills
Equities, Trading, Equity Trading, Hedge Funds, Series 7, Series 63, Securities, Trading Systems, Private Equity, Electronic Trading, Series 24, Options, Bloomberg, Capital Markets, Financial Markets, Alternative Investments, Emerging Markets, Proprietary Trading, Fixed Income, Investments, FINRA, Commodity, ETFs, Investment Banking, Institutional..., Investor Relations, Market Making, Trading Strategies, Equity Research, Investment Strategies, Market Structure, Portfolio Management, Bonds, Stocks, Asset Management, Mutual Funds, Asset Allocation, Hedging, Valuation, Equity Derivatives, Traders, Investment Advisory, Series 65, Prime Brokerage
Education
New York University 1983 — 1987
BS, Finance
Joseph Dorilio's WR Hambrecht + Co Experience November 2005 - November 2008
Job Managind Director at G&L Partners
Industry Financial Services
Experience
G & L Partners, Inc March 2009 - Present
WR Hambrecht & Co November 2005 - November 2008
Global Direct Equities, Inc June 2005 - November 2005
NYFIX, Inc October 2002 - June 2005
ING Financial Markets January 1996 - February 2002
Nomura Securities International January 1993 - January 1996
Skills
Options, Trading, Securities, Equities, Trading Systems, Electronic Trading, Equity Trading, Series 7, Bloomberg, Analysis, Derivatives, Proprietary Trading, Risk Management, ETFs, Business Development, Start-ups, FINRA, Series 63, Capital Markets, Series 24
Education
Long Island University
Bachelor of Arts degree, Political Science; Public Administration
G & L Partners, Inc March 2009 - Present
WR Hambrecht & Co November 2005 - November 2008
Global Direct Equities, Inc June 2005 - November 2005
NYFIX, Inc October 2002 - June 2005
ING Financial Markets January 1996 - February 2002
Nomura Securities International January 1993 - January 1996
Skills
Options, Trading, Securities, Equities, Trading Systems, Electronic Trading, Equity Trading, Series 7, Bloomberg, Analysis, Derivatives, Proprietary Trading, Risk Management, ETFs, Business Development, Start-ups, FINRA, Series 63, Capital Markets, Series 24
Education
Long Island University
Bachelor of Arts degree, Political Science; Public Administration
John McCracken's WR Hambrecht + Co Experience September 2000 - 2006
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
US Bank 2013 - July 2014
US Bank 2009 - 2013
WR Hambrecht + Co September 2000 - 2006
Banc of America Securities 1994 - 2000
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MBA, Finance, General
University of Colorado Boulder 1973 — 1977
Bachelor of Arts (BA), Economics
SunTrust Robinson Humphrey July 2014 - Present
US Bank 2013 - July 2014
US Bank 2009 - 2013
WR Hambrecht + Co September 2000 - 2006
Banc of America Securities 1994 - 2000
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MBA, Finance, General
University of Colorado Boulder 1973 — 1977
Bachelor of Arts (BA), Economics
Gene Yates's WR Hambrecht + Co Experience May 2014 - Present
Job Partner and CFO
Industry Financial Services
Experience
WR Hambrecht + Co May 2014 - Present
Self employed independent finance contractor March 2010 - July 2011
Wells Fargo Securities LLC March 2005 - October 2009
Charles Schwab April 2000 - October 2004
Charles Schwab January 1997 - April 2000
Skills
Financial Reporting, Equities, Financial Modeling, Accounting, Strategic Financial..., Series 7, Finance, Capital Markets, Management, Risk Management, Internal Controls, Investments, Financial Analysis
Education
University of Southern California 1982 — 1985
BS, Accounting & Finance
Cal State Hayward 1981 — 1982
WR Hambrecht + Co May 2014 - Present
Self employed independent finance contractor March 2010 - July 2011
Wells Fargo Securities LLC March 2005 - October 2009
Charles Schwab April 2000 - October 2004
Charles Schwab January 1997 - April 2000
Skills
Financial Reporting, Equities, Financial Modeling, Accounting, Strategic Financial..., Series 7, Finance, Capital Markets, Management, Risk Management, Internal Controls, Investments, Financial Analysis
Education
University of Southern California 1982 — 1985
BS, Accounting & Finance
Cal State Hayward 1981 — 1982
Johnny Svoren's WR Hambrecht + Co Experience October 2010 - December 2010
Job Director of Research at BH Asset Management, LLC
Industry Investment Management
Experience
BH Asset Management, LLC January 2011 - Present
WR Hambrecht + Co October 2010 - December 2010
Prudens Capital LLC March 2008 - March 2010
WR Hambrecht + Co Asset Management, LLC July 2005 - February 2008
WR Hambrecht + Co 2001 - June 2005
WR Hambrecht + Co 1999 - 2002
WR Hambrecht + Co 1998 - 1999
The Red Chip Review 1994 - 1998
Skills
Hedge Funds, Equity Research, Investments, Portfolio Management, Equities, Venture Capital, Investment Strategies, Investment Banking, Mutual Funds, Economics, Analysis, Capital Markets, Private Equity
Education
University of Oregon 1993 — 1994
MBA, Finance and Management
University of Oregon 1990 — 1993
B.S., Finance
NKI Datahogskolen, Oslo, Norway 1988 — 1990
Two-year computer science program
BH Asset Management, LLC January 2011 - Present
WR Hambrecht + Co October 2010 - December 2010
Prudens Capital LLC March 2008 - March 2010
WR Hambrecht + Co Asset Management, LLC July 2005 - February 2008
WR Hambrecht + Co 2001 - June 2005
WR Hambrecht + Co 1999 - 2002
WR Hambrecht + Co 1998 - 1999
The Red Chip Review 1994 - 1998
Skills
Hedge Funds, Equity Research, Investments, Portfolio Management, Equities, Venture Capital, Investment Strategies, Investment Banking, Mutual Funds, Economics, Analysis, Capital Markets, Private Equity
Education
University of Oregon 1993 — 1994
MBA, Finance and Management
University of Oregon 1990 — 1993
B.S., Finance
NKI Datahogskolen, Oslo, Norway 1988 — 1990
Two-year computer science program
Sarah Ospina's WR Hambrecht + Co Experience February 2000 - July 2003
Job Workday
Industry Computer Software
Experience
Piper Jaffray May 2004 - August 2011
Fulcrum Global Partners August 2003 - April 2004
WR Hambrecht + Co February 2000 - July 2003
Volpe Brown Whalen & Company September 1998 - December 1999
Skills
Series 7, Series 63, Series 55, Business Development, Sales, Strategic Financial..., Investment Management, FINRA, SaaS, Bloomberg, Investments
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Palo Alto High School 1990 — 1994
Piper Jaffray May 2004 - August 2011
Fulcrum Global Partners August 2003 - April 2004
WR Hambrecht + Co February 2000 - July 2003
Volpe Brown Whalen & Company September 1998 - December 1999
Skills
Series 7, Series 63, Series 55, Business Development, Sales, Strategic Financial..., Investment Management, FINRA, SaaS, Bloomberg, Investments
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Palo Alto High School 1990 — 1994
Thad Olchowski's WR Hambrecht + Co Experience September 2006 - December 2006
Job Vice President at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital Partners July 2013 - Present
Loughlin Management Partners January 2012 - July 2013
FBR September 2009 - December 2011
Shattuck Hammond Partners June 2008 - September 2009
WR Hambrecht + Co September 2006 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Bloomberg, Healthcare, Excel, Microsoft Office, Series 7, Corporate Development, Special Situations, Divestitures, Series 63, Strategy, Management Consulting, Financial Advisory, Private Equity, LBO, Leveraged Finance, Hedge Funds, Venture Capital
Education
Dartmouth College 2004 — 2008
AB, Economics
Deerfield Academy 2000 — 2004
Macquarie Capital Partners July 2013 - Present
Loughlin Management Partners January 2012 - July 2013
FBR September 2009 - December 2011
Shattuck Hammond Partners June 2008 - September 2009
WR Hambrecht + Co September 2006 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Due Diligence, Financial Analysis, Capital Markets, Corporate Finance, Bloomberg, Healthcare, Excel, Microsoft Office, Series 7, Corporate Development, Special Situations, Divestitures, Series 63, Strategy, Management Consulting, Financial Advisory, Private Equity, LBO, Leveraged Finance, Hedge Funds, Venture Capital
Education
Dartmouth College 2004 — 2008
AB, Economics
Deerfield Academy 2000 — 2004
Paul Shahbazian Jr.'s WR Hambrecht + Co Experience 2008 - 2009
Job Financial Services Office Business Advisory Program at EY
Industry Financial Services
Experience
EY August 2013 - Present
NYSE Euronext June 2011 - August 2011
WR Hambrecht + Co 2008 - 2009
Education
Lehigh University 2008 — 2013
Bachelor of Science (BS), Finance and Integrated Business Engineering - Information Systems Engineering
Regis High School 2004 — 2008
EY August 2013 - Present
NYSE Euronext June 2011 - August 2011
WR Hambrecht + Co 2008 - 2009
Education
Lehigh University 2008 — 2013
Bachelor of Science (BS), Finance and Integrated Business Engineering - Information Systems Engineering
Regis High School 2004 — 2008
Gaurang Shah's WR Hambrecht + Co Experience June 2000 - August 2000
Job Director, Equity Derivatives Marketing, Head of Insurance Sales at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2005 - August 2015
Citigroup Asset Management January 2003 - May 2005
WR Hambrecht + Co June 2000 - August 2000
PwC July 1995 - July 1999
Skills
Series 7, Series 63, Equity Derivatives, Modern Portfolio Theory, Asset Allocation, Risk Budgeting, Statistical Data..., Monte Carlo Simulation, Microsoft Excel, Matlab, Hedge Funds, Analysis, Capital Markets, Financial Modeling, Portfolio Management
Education
MIT Sloan School of Management 1999 — 2001
Master of Business Administration (MBA), Financial Engineering
University of Pennsylvania 1991 — 1995
Bachelor of Science (B.S.) Economics and Engineering, Entrepreneurial Management and Bioengineering
Credit Suisse May 2005 - August 2015
Citigroup Asset Management January 2003 - May 2005
WR Hambrecht + Co June 2000 - August 2000
PwC July 1995 - July 1999
Skills
Series 7, Series 63, Equity Derivatives, Modern Portfolio Theory, Asset Allocation, Risk Budgeting, Statistical Data..., Monte Carlo Simulation, Microsoft Excel, Matlab, Hedge Funds, Analysis, Capital Markets, Financial Modeling, Portfolio Management
Education
MIT Sloan School of Management 1999 — 2001
Master of Business Administration (MBA), Financial Engineering
University of Pennsylvania 1991 — 1995
Bachelor of Science (B.S.) Economics and Engineering, Entrepreneurial Management and Bioengineering
Brett DeMarco's WR Hambrecht + Co Experience January 2007 - January 2009
Job Head Trader Noble Financial Group at Noble Financial
Industry Capital Markets
Experience
Noble Financial February 2009 - Present
WR Hambrecht + Co January 2007 - January 2009
Fulcrum January 2002 - August 2006
Education
Quinnipiac University 1991 — 1994
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Noble Financial February 2009 - Present
WR Hambrecht + Co January 2007 - January 2009
Fulcrum January 2002 - August 2006
Education
Quinnipiac University 1991 — 1994
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
john meeth's WR Hambrecht + Co Experience November 2005 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 2012 - 2013
Morgan Joseph TriArtisan LLC September 2007 - October 2011
WR Hambrecht + Co November 2005 - September 2007
Fulcrum Global Partners April 2001 - October 2005
bear stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
Bachelor of Arts (BA), Economics
Morgan Stanley 2012 - 2013
Morgan Joseph TriArtisan LLC September 2007 - October 2011
WR Hambrecht + Co November 2005 - September 2007
Fulcrum Global Partners April 2001 - October 2005
bear stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
Bachelor of Arts (BA), Economics
Kurt Kruger's WR Hambrecht + Co Experience June 2014 - Present
Job Partner, Investment Banking at WR Hambrecht + Co
Industry
Experience
WR Hambrecht + Co June 2014 - Present
Navigant February 2013 - June 2014
Bank of America January 2001 - February 2003
Montgomery Securities January 1996 - January 2001
Hambrecht & Quist July 1987 - January 1996
Guidant, CPI July 1984 - July 1987
Education
Brown University
Columbia University in the City of New York
Massachusetts Institute of Technology
University of Michigan College of Literature, Science, and the Arts
WR Hambrecht + Co June 2014 - Present
Navigant February 2013 - June 2014
Bank of America January 2001 - February 2003
Montgomery Securities January 1996 - January 2001
Hambrecht & Quist July 1987 - January 1996
Guidant, CPI July 1984 - July 1987
Education
Brown University
Columbia University in the City of New York
Massachusetts Institute of Technology
University of Michigan College of Literature, Science, and the Arts
Greg Gore's WR Hambrecht + Co Experience 1999 - 2001
Job Partner at Kildonan Castle
Industry Investment Management
Experience
Kildonan Castle 2011 - Present
Morgan Stanley 2009 - 2011
Armored Wolf LLC 2009 - 2009
PIMCO 2002 - 2008
WR Hambrecht + Co 1999 - 2001
Montgomery Securities 1996 - 1999
Goldman Sachs 1995 - 1995
Skills
Investments, Credit, Equities, Finance, Economics, Accounting, Strategy, Risk Management, Retail, Financial Services, Surfing, Skiing, Basketball
Education
University of California, Berkeley, Haas School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Emphasis in finance
Brown University 1985 — 1990
Bachelor's Degree, Economics and Literature
Kildonan Castle 2011 - Present
Morgan Stanley 2009 - 2011
Armored Wolf LLC 2009 - 2009
PIMCO 2002 - 2008
WR Hambrecht + Co 1999 - 2001
Montgomery Securities 1996 - 1999
Goldman Sachs 1995 - 1995
Skills
Investments, Credit, Equities, Finance, Economics, Accounting, Strategy, Risk Management, Retail, Financial Services, Surfing, Skiing, Basketball
Education
University of California, Berkeley, Haas School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Emphasis in finance
Brown University 1985 — 1990
Bachelor's Degree, Economics and Literature
CITIC Securities
Sandler O'Neill & Partners, L.P.
Sandler O'Neill
CITIC Securities Company Limited
Sandler O'Neill & Partners
WR Hambrecht
CITICS