Xpert Financial

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Xpert Financial Employees

Employee
Years
Job
Industry
Christina Terranova Christina Terranova San Francisco Bay Area Details
Christina Terranova's Xpert Financial Experience June 2010 - September 2010
Job Associate, Frank Rimerman + Co
Industry Accounting
Experience
Frank, Rimerman + Co. LLP   June 2013 - September 2013
Fantasy Hip Hop   June 2011 - September 2011
Three Bridge Wealth Advisors, LLC  June 2011 - September 2011
Xpert Financial   June 2010 - September 2010

Skills
Marketing, Management, Leadership, Customer Service, CRM, Accounting, PowerPoint, Microsoft Excel, Market Research, Social Networking, Access, Time Management

Education
California Polytechnic State University-San Luis Obispo   2010 — 2014
B.S. in Business Administration

Craig Olson Craig Olson Menlo Park, California Details
Craig Olson's Xpert Financial Experience 2010 - 2011
Job Consulting Principal at DSG Consulting
Industry Management Consulting
Experience
DSG Consulting  2011 - Present
Xpert Financial   2010 - 2011
UNBOUND Technologies   2007 - 2009
MXL Partners   2006 - 2007
ZANTAZ  2003 - 2006
diCarta  2000 - 2001
Evoke Software  1998 - 2000
Junglee   1997 - 1998
BayStone Software  1995 - 1997
Auspex Systems  1989 - 1994

Skills
Corporate Strategy, Marketing Leadership, Marketing Strategy, Marketing Consulting, Sales Consulting, Sales Enablement, SaaS, Enterprise Software, CRM, Digital Marketing, Integrated Marketing, Marketing Communications, Market Research, Lead Generation, Product Marketing, Product Management, Mergers & Acquisitions, Program Management, Strategic Planning, New Business Development, Start-ups

Education
Stanford University
MBA, Marketing/Finance

Massachusetts Institute of Technology
MS, Electrical Engineering

Stanford University
BS, Electrical Engineering

Jack C. Foley Jack C. Foley San Francisco Bay Area Details
Jack C. Foley's Xpert Financial Experience June 2011 - August 2011
Job Loan Analyst at LendingHome
Industry Internet
Experience
LendingHome Corporation  February 2015 - Present
Avinger Inc.  December 2012 - August 2013
Xpert Financial   June 2011 - August 2011

Skills
Matlab, ANSI C, Solidworks, Photoshop, Microsoft Excel, Medical Devices, SolidWorks

Education
Dartmouth College   2011 — 2014
Bachelor of Arts (B.A.), Engineering Sciences and Biology

University of California, San Diego   2010 — 2011
Mathematics and Economics

Menlo School   2006 — 2010
GED

Robert Seymour Robert Seymour Honolulu, Hawaii Details
Robert Seymour's Xpert Financial Experience 2011 - 2011
Job Consultant and Entrepreneur
Industry Computer Software
Experience
Self-Employed  2015 - Present
LaunchPad Central  2013 - 2014
Social Finance (SoFi)   2011 - 2013
Xpert Financial   2011 - 2011
Gordian Labs   2006 - 2010
Finaplex  2002 - 2005
Independent Consultant  2000 - 2002
UBS  1995 - 2000
Vanguard Software Corporation   1994 - 1995
Metaresearch, Inc.   1993 - 1994

Skills
Agile Methodologies, Start-ups, SaaS, Software Development, Enterprise Architecture, Scalability, Java, Strategy, Cloud Computing, Product Management

Education
Reed College   1991 — 1994
B.A., Economics and Philosophy

Portland State University   1994 — 1994
Systems Science

Wellesley College   1990 — 1991

John Baunach John Baunach San Francisco Bay Area Details
John Baunach's Xpert Financial Experience February 2011 - October 2012
Job Sr. Manager UI/UX, Product Innovation & Design at Salesforce
Industry Computer Software
Experience
Salesforce  August 2015 - Present
salesforce.com  July 2013 - August 2015
CapRally   October 2012 - June 2013
Xpert Financial   February 2011 - October 2012
Brightidea  October 2009 - February 2011
slinkset   January 2008 - June 2009
NBX   September 2005 - February 2008
Grand Central Communications  2004 - 2005
Starview Technology  2003 - 2004

Skills
User Interface Design, User Experience Design, User Interface, Visual Design, User Experience, Web Design, Graphic Design, CSS, Mobile Applications, User Research

Education
Loyola Marymount University   1999 — 2003
BA, Graphic Design

Jay Clapp Jay Clapp Boston, Massachusetts Details
Jay Clapp's Xpert Financial Experience June 2009 - August 2009
Job Account Executive at Mendix
Industry Information Technology and Services
Experience
Mendix  August 2012 - Present
Harpoon Brewery  January 2011 - August 2012
Bain Capital  November 2010 - January 2011
Crothall Services Group  May 2010 - September 2010
Xpert Financial   June 2009 - August 2009
A.G. Edwards & Sons, Inc.   June 2007 - August 2007

Skills
New Business Development, Enterprise Software, Sales, Account Management, Solution Selling, SaaS, Life Science Industry, Lead Generation, Cloud Computing, Salesforce.com, Clinical Research, Pharmaceutical Industry, Construction, Home Builders, Molecular Diagnostics, Agile Methodologies, Web Applications, Start-ups, Mobile Applications, Direct Sales, CTMS, Strategic Prospecting, LIMS, Compliance, Long-term Customer..., Sandler

Education
University of Pennsylvania
Bachelor of Arts

St. Paul's School
High School (Concord, NH)

Shady Hill

Jared Brubaker, JD, CFA Jared Brubaker, JD, CFA San Francisco Bay Area Details
Jared Brubaker, JD, CFA's Xpert Financial Experience September 2010 - September 2012
Job Corporate attorney for funds, startups, and small companies
Industry Legal Services
Experience
Brubaker Law LLP   June 2012 - Present
Xpert Financial   September 2010 - September 2012
Acuitus  October 2007 - August 2010
Sullivan & Cromwell LLP  October 2006 - September 2007
Acuitus  2004 - 2005
Vitria Technology  June 1999 - August 1999
TIBCO Software  June 1998 - August 1998

Skills
Start-ups, Venture Capital, Entrepreneurship, Securities, Private Equity, Mergers, Management, Leadership, Strategy, Team Leadership, New Business Development, Business Strategy, Corporate Law, Finance, Product Development, Executive Management, Mobile Applications, Strategic Partnerships, Mergers & Acquisitions, Analytics

Education
Harvard Law School   2003 — 2006
JD, Law

Stanford University   2002 — 2003
MS, Computer Science

Stanford University   1997 — 2002
B.A.S, Computer Science and History

Morgan Schwanke Morgan Schwanke San Francisco Bay Area Details
Morgan Schwanke's Xpert Financial Experience 2011 - 2011
Job Exploring Opportunities and the Great Outdoors
Industry Computer Software
Experience
The Great Outdoors  May 2015 - Present
OnMyBlock  2012 - 2015
University of San Diego  2012 - 2013
Xpert Financial   2011 - 2011
YSO Capital Management  2011 - 2011
University of San Diego  2010 - 2011
Spieker Companies  2010 - 2010

Skills
Entrepreneurship, Leadership, New Business Development, Real Estate, Start-ups, Marketing Strategy, Public Speaking, Social Media, Web Design, Market Research, Public Relations, Sales

Education
University of San Diego   2009 — 2013
B.A. Interdisciplinary Humanities & Art History

Universidad Pontificia Comillas   2011 — 2011
Madrid, Spain

Menlo School   2005 — 2009

Oak Knoll School   1997 — 2002

Jeffrey Kuan Jeffrey Kuan San Francisco Bay Area Details
Jeffrey Kuan's Xpert Financial Experience June 2011 - August 2011
Job Associate, ParthenonEY
Industry Management Consulting
Experience
Parthenon-EY  September 2014 - Present
Parthenon-EY  June 2013 - August 2013
Takenaka Partners LLC  August 2012 - December 2012
J.P. Morgan   May 2012 - August 2012
UBS  February 2012 - May 2012
Xpert Financial   June 2011 - August 2011

Skills
Financial Modeling, Valuation, Data Analysis, PowerPoint, Business Strategy, Microsoft Excel, Economics, Corporate Finance

Education
University of Southern California   2010 — 2014
Undergraduate, Natural Sciences, Business Administration, Economics

Fudan University   2014 — 2014

London School of Economics and Political Science
General Course

Menlo School   2006 — 2010

Jason Townes French Jason Townes French San Francisco Bay Area Details
Jason Townes French's Xpert Financial Experience June 2009 - November 2010
Job Founder & CEO at Gameplay.fm
Industry Computer Software
Experience
Gameplay.fm   March 2012 - Present
Fantasy Hip Hop   January 2011 - December 2012
Xpert Financial   June 2009 - November 2010
Apple Inc.  June 2007 - April 2009
Brown University  June 2005 - August 2008
Raytheon  June 2006 - September 2006

Skills
Game Development, System Architecture, Virtual Worlds, Software Engineering, User Interface, Financial Technology, FINRA, 144A, Mobile Applications, Video Games, Agile Methodologies, Mobile Games, Mobile Devices, PHP, iOS development, Cocoa, Web Applications, Software Development, User Experience, LEAP, Start-ups, iOS, Entrepreneurship, Objective-C, Cross-platform...

Education
Brown University   2004 — 2008
BA, Computer Science

Phillips Academy Andover   2000 — 2004

Packer Collegiate Institute

Thomas Hennessy Thomas Hennessy Pittsburgh, Pennsylvania Details
Thomas Hennessy's Xpert Financial Experience May 2011 - July 2012
Job Quality Assurance Professional
Industry Internet
Experience
Xpert Financial   May 2011 - July 2012

Skills
Selenium, Statistics, Java, User Experience, Microsoft Office, Start-ups, Valuation, Testing, Financial Analysis, Usability Testing, Data Analysis, Quality Assurance, Manual Testing, JMeter

Education
Stanford University

Eli Riter Eli Riter San Francisco Bay Area Details
Eli Riter's Xpert Financial Experience April 2011 - June 2012
Job Pragmatic & Profane Test Engineer
Industry Internet
Experience
UserTesting  May 2015 - Present
Life360  June 2014 - April 2015
SideReel  January 2013 - August 2013
Xpert Financial   April 2011 - June 2012
Acuitus  October 2010 - January 2011

Skills
Due Diligence, Copy Editing, Ruby, Agile Methodologies, Marketing Copy, Active Directory, Ruby on Rails, Web Testing, Web Development, Chicago Manual, Testing, Quality Assurance, Test Driven Development, Qualitative Research, Critical Thinking, Test Planning, Analysis, Ubuntu, Test Automation, Pair Programming, Web Applications, Vim, Exploratory Testing, Phone Whisperer, Test Strategy, Black Box Testing, Mobile Applications, Software Development, Java, HTML, JavaScript, Mobile Devices

Education
Sarah Lawrence College   2005 — 2009

Phillips Exeter Academy   2001 — 2005

Ijeh Ogbechie Ijeh Ogbechie San Francisco Bay Area Details
Ijeh Ogbechie's Xpert Financial Experience July 2011 - July 2012
Job Senior Operations Associate at Algert Global LLC | MBA Candidate at Haas School of Business
Industry Investment Management
Experience
Algert Global LLC   September 2015 - Present
Standard Pacific Capital  July 2013 - August 2015
Xpert Financial   July 2011 - July 2012
Goldman Sachs  August 2009 - August 2010
Goldman Sachs  July 2007 - July 2009
Goldman Sachs  June 2006 - September 2006
PTOS Software   June 2005 - September 2005

Skills
Investment Banking, Hedge Funds, Finance, Securities, Business Development, Analysis, Management, Electronic Trading, Prime Brokerage, Executive Management, Marketing Strategy, Market Data, Due Diligence, Entrepreneurship, Series 7, Marketing, Equities, Leadership, Series 63, Fixed Income, Financial Modeling, Sales, Bloomberg, Strategy, Investments, Valuation, Capital Markets, Alternative Investments, Venture Capital

Education
University of California, Berkeley, Haas School of Business   2015 — 2018
Master of Business Administration (MBA), Finance, Social Responsibility & Entrepreneurship

University of California, Davis   2003 — 2007
Bachelors of Arts (BA), Economics

Thomas Foley Thomas Foley San Francisco, California Details
Thomas Foley's Xpert Financial Experience January 2009 - April 2013
Job Investment Sales and Capital Markets at HFF
Industry Real Estate
Experience
HFF  September 2015 - Present
OnMyBlock, Inc.   October 2014 - May 2015
Venovate Holdings, Inc.   April 2013 - October 2014
CapRally   October 2012 - April 2013
Xpert Financial   January 2009 - April 2013
Moblyng  August 2008 - January 2009
Bay Capital Partners   January 2008 - August 2008
Arbor Advisors  December 2006 - January 2008
FlipTrack.com / iPlayMusic   September 2006 - December 2006
CB Richard Ellis  June 2005 - September 2005

Skills
Entrepreneurship, Financial Markets, Advisory, Venture Capital, Investment Banking, Deal Sourcing, PE, Private Equity, Valuation, Financial Advisory, Networking, Start-ups, Capital Raising, Due Diligence, Financial Analysis, Business Development, Investments, Strategy, Mergers & Acquisitions, Finance, Management, Leadership

Education
University of California, Los Angeles   2002 — 2006
Bachelor of Arts, Economics, Philosophy

Menlo School   1998 — 2002

David Pearl David Pearl San Francisco Bay Area Details
David Pearl's Xpert Financial Experience March 2009 - June 2012
Job Head of Business Operations at Andro's Rostilj
Industry Financial Services
Experience
Andro's Rostilj   August 2012 - Present
Xpert Financial   March 2009 - June 2012
Ferrari Ottoboni Caputo & Wunderling LLP   September 2006 - March 2009

Skills
Venture Capital, Corporate Finance, Private Equity, Series 7, Corporate Development, Executive Management, Start-ups, Outsourcing Management, Securities, SEC, Business Operations, Series 63, Mergers & Acquisitions, Investments, Entrepreneurship, Financial Analysis, Financial Markets

Education
University of Southern California   1999 — 2003
Communication

Santa Clara University School of Law   2003 — 2006
JD

Golden Gate University   2006 — 2008
Master of Laws (LLM), Tax Law/Taxation

John Yi John Yi San Francisco Bay Area Details
John Yi's Xpert Financial Experience June 2011 - August 2011
Job Associate at Andersen Tax
Industry Higher Education
Experience
Andersen Tax  July 2014 - Present
Andersen Tax  June 2013 - August 2013
Xpert Financial   June 2011 - August 2011
Ryker eDiscovery   June 2011 - July 2011
Blue Bird Cleaners   September 2009 - June 2011

Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel

Education
Boston University - School of Management   2010 — 2014
Bachelor's Degree, Business Administration

Menlo School   2006 — 2010

Chaz Marshall Chaz Marshall Atherton, California Details
Chaz Marshall's Xpert Financial Experience May 2011 - August 2011
Job CoFounder, Trippy Clip
Industry Consumer Electronics
Experience
Pryzm   June 2015 - Present
Trippy Clip   February 2015 - Present
Applewood Pizza   January 2013 - January 2014
Xpert Financial   May 2011 - August 2011
TrustNode   May 2010 - August 2010

Skills
Start-ups, Social Media, Sales, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Facebook, Event Planning, Leadership, Marketing, Research

Education
Le Cordon Bleu College of Culinary Arts - San Francisco   2013 — 2015

Southern Methodist University
Pre-Law Scholar

Robert Valdez Robert Valdez San Francisco, California Details
Robert Valdez's Xpert Financial Experience 2011 - 2013
Job Managing Director at Inverness Advisors
Industry Financial Services
Experience
Inverness Advisors  2013 - Present
Xpert Financial   2011 - 2013
Seven Hills Partners  2003 - 2010
Yipes Communications  2000 - 2002
SG Cowen Securities  1998 - 2000
Cowen & Company  1994 - 1998
Kidder, Peabody  1989 - 1992
Lehman Brothers  1982 - 1989

Skills
Financial Institutions, Venture Capital, Equities, Investment Banking, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Securities, Strategy, Competitive Analysis, Start-ups, Finance, Strategic Partnerships, M&A experience, Capital Markets, Private Equity, Proprietary Trading, Strategic Planning, International Finance, Business Strategy, Management, Investor Relations, Leadership, Valuation

Education
Stanford University Graduate School of Business   1981 — 1983

Stanford University   1974 — 1978
A.B., Economics

Adam Draper Adam Draper San Francisco Bay Area Details
Adam Draper's Xpert Financial Experience January 2009 - Present
Job Founder and CEO of Boost
Industry Financial Services
Experience
Boost Incubator   June 2012 - Present
Makegameswith.us  April 2012 - Present
Livestream  December 2011 - Present
Enders Fund   April 2010 - Present
Xpert Financial   January 2009 - Present

Skills
Mobile Devices, Entrepreneurship, User Interface Design, User Interface, Start-ups, Venture Capital

Education
University of California, Los Angeles

Xiaoling Charlene Zhou Xiaoling Charlene Zhou San Francisco Bay Area Details
Xiaoling Charlene Zhou's Xpert Financial Experience 2012 - 2012
Job Associate at Analysis Group
Industry Management Consulting
Experience
Analysis Group  July 2012 - Present
Stanford University  March 2007 - July 2012
Xpert Financial   2012 - 2012
Stanford University  January 2009 - June 2010
Moody's KMV  June 2008 - September 2008

Skills
Econometrics, Statistics, Data Analysis, Research, Stata, Economics, Quantitative Analytics, R, Matlab, SAS, Statistical Modeling, LaTeX, Policy Analysis, Economic Research, Teaching, Qualitative Research

Education
Stanford University
PhD

Stanford University
Master of Science

Peking University

Wuhan University

Susan Shilling Susan Shilling San Francisco Bay Area Details
Susan Shilling's Xpert Financial Experience January 2012 - December 2012
Job Senior Relationship Manager, Tripleshot
Industry Capital Markets
Experience
S&P Capital IQ  August 2014 - Present
Tripleshot   April 2013 - August 2014
Xpert Financial   January 2012 - December 2012
Barclays Capital  2007 - 2011
Merrill Lynch  February 2006 - September 2007
Archipelago  April 2000 - February 2006
Carr Futures  1996 - 2000
Discount Corporation of NY Futures   1990 - 1996

Skills
Equities, Financial Markets, Trading, Securities, Series 7, Electronic Trading, Options, Trading Systems, Risk Management, FINRA, Series 63, Relationship Management, Bloomberg, Finance, Hedge Funds, Capital Markets, Derivatives, Client Relationship..., MBA Finance, CRM, Investments, Commodity, Leadership, Management, Strategy, Equity Trading, Business Development, Financial Technology, Alternative Investments, SaaS, Start-ups, Business Strategy, New Business Development, Market Structure, Sales, Algorithms, Venture Capital, investment managment, Futures, sales managment, Financial Analysis, ETFs, Fixed Income

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

University of Illinois at Urbana-Champaign

Gabriel Rossmann Gabriel Rossmann San Francisco Bay Area Details
Gabriel Rossmann's Xpert Financial Experience 2010 - 2010
Job Sales Engineer at testmunk
Industry Computer Software
Experience
testmunk   June 2015 - Present
Xpert Financial   2010 - 2010

Education
Stanford University   2014 — 2018
Bachelor’s Degree, Computer Science