
San Francisco Bay Area

San Francisco Bay Area
(Financial Services industry)
2004 — 2009 (5 years )
Investment advisory services. Estate planning.
(Venture Capital & Private Equity industry)
2005 — 2006 (1 year )
- Lead and organize monthly educational/professional development meetings for C-level executives and partner-level VC/investment professionals.
(Privately Held; 11-50 employees; Security and Investigations industry)
2000 — 2003 (3 years )
(Privately Held; 1001-5000 employees; Investment Banking industry)
1997 — 1999 (2 years )
- Build and edited financial models for use in mergers and acquisitions investment-banking deals
- Curator of Montgomery Securities' internal mergers and acquisitions database through use of 10Q/10K SEC filings
BS , Economics, Physics , 1991 — 1997
Toastmasters International, Society of Competitive Intelligence Professionals, UCSD Alumni Association, entrepreneur27.org, COBA