Top Investment Bankings in Greater Seattle Area

Ronnie Chapman, CFA, CAIA

Kashif Ali

Director, Business Development, Cloud & Enterprise Group

Greater Seattle Area

Director, Business Development, Cloud & Enterprise Group

Director, Strategy and Partnerships, Windows & Devices Group

Director, Business Development, Advertising & Consumer Monetization Group

Senior Director, Mobile Publisher Network, Advertising.com Mobile

Product Director, Mobile Advertising Products

Senior Manager, Advertising Technologies & Operations, AOL Media Networks

Senior Manager, Finance Operations – Advertising & Audience Business

Manager – Strategy & Operations Practice

Associate – Due Diligence Group

Associate - CoreStates Enterprise Fund

Financial Analyst – Technology/Generalist Investment Banking

University of Pennsylvania - The Wharton School

Dartmouth College

Ohio Wesleyan University

Cathedral High School - Lahore

Recommendations: 8

Mobile Advertising

Mobile Applications

Mobile Devices

Business Development

Contract Negotiation

Strategic Partnerships

Product Strategies

Product Management

k****[email protected]

Senior Executive

Greater Seattle Area

Senior Executive

Chairman of the Board

Chief Financial Officer

Business Analyst/Consultant

Investment Banking Analyst

Controller

Corporate Materials Intern

Management Intern

Brigham Young University

Old Mill Senior HIgh

University of California, Berkeley, Haas School of Business

Recommendations: 7

Financial Modeling

Research

Due Diligence

Compliance

Financial Planning

Asset Management

Financial Analysis

Investment Banking

r****[email protected]

Patrick Scully

Director / Vice President / Associate, Consumer & Retail Investment Banking

Greater Seattle Area

Director / Vice President / Associate, Consumer & Retail Investment Banking

Senior Java Software Consultant

Sr. Software Engineer / Software Consultant

Carnegie Mellon University - Tepper School of Business

Rensselaer Polytechnic Institute

Recommendations: 7

Investment Banking

Financial Modeling

Capital Markets

Valuation

Financial Analysis

Mergers & Acquisitions

Business Analysis

Due Diligence

n****[email protected]

David Sogn

Vice President, Practice Leader, Content & Data Services

Greater Seattle Area

Vice President, Practice Leader, Content & Data Services

Head of Marketing Analytics

Vice President of Data Science & Product Innovation, Strategy & Enablement

Director of Business Intelligence

Manager of Strategy & Analytics

Senior Analyst

Business Intelligence & Consumer Insight (BI/CI) Analyst

M&A Financial Analyst

Investment Banking Intern

Private Wealth Management Intern

University of Cambridge

Menlo College

University of Oxford

Recommendations: 6

Analytics

Business Intelligence

Start-ups

Data Analysis

Mobile Devices

Data Warehousing

Integrated Marketing

Big Data

d****[email protected]

Eugenia Koo

Investment Banking Analyst

Greater Seattle Area

Investment Banking Analyst

kbs+ Ventures

Lead Product Manager

Head of Growth

Indiana University - Kelley School of Business

Recommendations: 4

Start-ups

Entrepreneurship

Venture Capital

Valuation

Business Development

Business Strategy

Product Management

Mergers & Acquisitions

e****[email protected]

Alexander Perdomo

Sr. Finance Manager

Greater Seattle Area

Sr. Finance Manager

Finance Manager

Accounting Analyst

Yield Strategy Analyst

Financial Analyst

Financial Specialist

Investment Banking Associate

Finance Intern

Distribution Specialist

Carnegie Mellon University - Tepper School of Business

University of Miami - School of Business

Recommendations: 4

Budgeting

Expenses

Headcount

Financial Control

Variance Analysis

Revenue Recognition

Forecasting

Accounting

p****[email protected]

Laura Bardewyck

Research Analyst, Investment Division

Greater Seattle Area

Research Analyst, Investment Division

Investment Banking Analyst

Intern

Indirect Purchasing Analyst (Intern)

Vice President Finance

Founding Treasurer

Operations and Recruiting Assistant at Xponential Growth Solutions

University of Washington, Michael G. Foster School of Business

San Diego State University, California

Recommendations: 2

Marketing

Microsoft Excel

PowerPoint

Advertising

Microsoft Word

Microsoft Office

Event Planning

Customer Service

l****[email protected]

Yi-Jian Ngo

Investment Professional

Greater Seattle Area

Investment Professional

Director, Emerging Business Team

Group Manager, Corporate Strategy & Development

Managing Director

Summer Associate, Investment Banking

Cornell University

University of London

University of Canterbury

Recommendations: 2

Strategy

Competitive Analysis

Business Strategy

Management

Executive Management

Finance

Investments

Venture Capital

y*****@cornell.edu

y****[email protected]

Bill Wu

Strategy Manager

Greater Seattle Area

Strategy Manager

Associate

Business Analyst

Sales & Trading Summer Analyst

Founder

Investment Banking Summer Analyst

Asset Management Intern

Vice President

Northwestern University

Adlai E. Stevenson High School

Recommendations: 2

Financial Modeling

Start-ups

Entrepreneurship

Analytics

Bloomberg Terminal

Finance

Market Research

Management Consulting

Steve Smith

President of Washington State Area

Greater Seattle Area

President of Washington State Area

Vice President, Senior Relationship Manager

Vice President, Relationship Manager

Vendor Analysis Manager

Commercial Credit Risk Oversight Officer

Vice President, Corporate & Investment Banking

Account Executive, Private Client Services

University of Washington

Loyola University of Chicago

Recommendations: 2

Cash Management

Finance

Business Strategy

Equipment Loans

Construction Loans

Trade Finance

Revolving Lines of...

Loans

Jon Anderton

Trading Manager

Greater Seattle Area

Trading Manager

MBS Trader

Financial Advisor

Director, Investment Banking

Associate, Investment Banking

Analyst, Investment Banking

Seattle University

Brigham Young University

Inglemoor High School

Recommendations: 2

Peter Boit

Executive Vice President, Sales

Greater Seattle Area

Executive Vice President, Sales

Senior Vice President, WW Field Strategy and Operations

Senior Vice President, WW Enterprise Sales

Vice President, WW Enterprise Partners

Vice President, WW Commercial Sector

Vice President, US Commercial Sector

Vice President, US West Region

Vice President, eCommerce

General Manager, WW Licensing

Director, WW Business Desk

Enterprise Sales Manager, NY/NJ District

Enterprise Sales Executive, NY/NJ District

Associate, Real Estate Investment Banking

Associate, Investment Banking - Commercial Sector

Regional Sales Manager

Northwestern University - Kellogg School of Management

University of Vermont

Phillips Academy (Andover)

Recommendations: 1

Smartsheet

Enterprise Software

SaaS

Leadership

Strategy

Go-to-market Strategy

Solution Selling

Strategic Partnerships

p*****@comcast.net

Sterling CFA

Corporate Accounting and Financial Advisor

Greater Seattle Area

Corporate Accounting and Financial Advisor

Director, Investor Relations and Finance

Manager, Corporate Finance

Chief Financial Officer

Research Associate

Operations Resource Manager

President

Sr. Vice President & CFO | Risk & Insurance Lead | IT Lead | HR Lead

Finance Advisor

Vice President

Division CFO

VP & CFO, Harley Marine Services

Investment Banking Associate

Executive Vice President, Chief Financial Officer

Georgetown University

US Coast Guard Academy

Recommendations: 1

Financial Modeling

Mergers

Economics

Energy

Logistics

Valuation

Budgets

Corporate Finance

Cameron Hewes

Principal, Investment Banking

Greater Seattle Area

Principal, Investment Banking

Managing Director and Head of BMO Middle Market M&A

Yale School of Management

University of San Francisco

Recommendations: 1

Investment Banking

Private Equity

Mergers

Corporate Development

Investments

Venture Capital

Capital Markets

Finance

Jeremy Lott

President

Greater Seattle Area

President

Partner

Analyst - Technology Investment Banking

Northwestern University - Kellogg School of Management

Emory University - Goizueta Business School

Lakeside School

Recommendations: 0

Retail

Marketing Strategy

Trade Shows

Merchandising

Apparel

Marketing

Product Development

Negotiation

David Shearer

Amazon

Greater Seattle Area

Amazon

Corporate Strategy

Investment Banking Associate

Financial Analyst

Dartmouth

Northwestern University - Kellogg School of Management

Recommendations: 0

Bill Duff

Microsoft

Greater Seattle Area

Microsoft

Vice President - Investment Banking

Manager

UCLA Anderson School of Management

University of Colorado Boulder

Recommendations: 0

Wakako Byer

Summer Associate - Investment Banking

Greater Seattle Area

Summer Associate - Investment Banking

Analyst

Principal - International Tax ( 国際税務パートナー)

International Tax Senior Manager

New York Law School

Temple University Beasley School of Law

Keio University

Recommendations: 0

Accounting

Tax

Corporate Tax

International Tax

Mergers & Acquisitions

w****[email protected]

Cindy Bates

Vice President U.S. SMB and Distribution

Greater Seattle Area

Vice President U.S. SMB and Distribution

VP US Partner Strategy, Marketing and Programs

GM, Small Business

Managing Director, Corporate Development (M&A/Investments)

VP Investment Banking

Consultant

Harvard Business School

University of Michigan

Recommendations: 0

Channel Partners

SMB

Cloud Computing

Strategy

Corporate Development

Marketing

Leadership

Sales

David Ou

Equity Research

Greater Seattle Area

Equity Research

Public Equities

Investment Banking

Analyst

University of Washington

Recommendations: 0

Web Services

Network Programming

Mobile Applications

Python

Java

Ruby on Rails

Android

e****[email protected]

Armauni Barsamian

Corporate Development Manager

Greater Seattle Area

Corporate Development Manager

Investment Banking Summer Associate

Co-Chair Western Region Student Conference

Co-Director Student Member Services

Financial Contracts Analyst

Growth Accelerator

Item Analyst

Financial Estimating Analyst

The Tuck School of Business at Dartmouth

IESE Business School

Yale School of Management

Recommendations: 0

Microsoft Office

Microsoft Excel

Public Speaking

Customer Service

Accounting

Financial Accounting

Financial Reporting

Data Analysis

a****[email protected]

Yuliya Golovchanova

Financial Analyst, FP&A

Greater Seattle Area

Financial Analyst, FP&A

Financial Analyst Intern

Investment Banking Analyst Intern

Gonzaga University

Recommendations: 0

Microsoft Excel

Customer Service

Microsoft Office

Social Media

Microsoft Word

Teamwork

PowerPoint

Event Planning

Meredith Heestand

Instructor

Greater Seattle Area

Instructor

Research Technician II

Investment Banking Associate

University of Washington, Michael G. Foster School of Business

University of Denver

Università di Bologna

Recommendations: 0

Molecular Biology

Molecular Cloning

Financial Analysis

Business Analysis

Team Leadership

Cell Biology

Assay Development

Immunohistochemistry

m****[email protected]

Satish Thomas

Intern Associate, Corporate Investment Banking

Greater Seattle Area

Intern Associate, Corporate Investment Banking

Software Engineer

Founder, co-CEO, Full-stack engineer

Principal Group Manager, Microsoft Dynamics 365 (ERP)

Mentor

Head of Product, Microsoft Dynamics 365 (AI & Insights)

Founder

Software Engineer Lead

Group Program Manager, Microsoft AppSource (Apps marketplace)

IIT Webmaster & Systems Administrator

Vice President, Engineering (Microsoft Industry Clouds)

Illinois Institute of Technology

The School of the Art Institute of Chicago

University of Botswana

Recommendations: 0

Peter Brink

Chief Financial Officer

Greater Seattle Area

Chief Financial Officer

Chief Financial Officer and Board Member

Company Name Willbros

Director, Investment Banking

General Manager

Northwestern University - Kellogg School of Management

Trinity University

Recommendations: 0

p****[email protected]

Lucy Huang

Venture Capial Senior Associate

Greater Seattle Area

Venture Capial Senior Associate

MBA Candidate

Private Equity Summer Associate

Private Equity Senior Associate

Investment Banking Analyst

Summer intern

University of Pennsylvania - The Wharton School

Northwestern University

Recommendations: 0

Financial Modeling

Private Equity

Due Diligence

Mergers

Investments

Portfolio Management

LBO

DCF

l****[email protected]

Christian Vansant

Managing Director

Greater Seattle Area

Managing Director

Strategic Advisor

Strategy Consultant

Director of Support Services Development

President/Co-Founder

Investment Banking Associate

Cornell University - Johnson Graduate School of Management

University of Michigan - Ross School of Business

Recommendations: 0

Private Equity

Corporate Development

Acquisition Integration

Strategic Planning

Digital Media

E-commerce

Venture Capital

Investment Banking

Shawn Xie

Software Engineer in Growth Engineering

Greater Seattle Area

Software Engineer in Growth Engineering

Software Engineering Intern

Computational Astrophysics Research Assistant

Investment Banking Spring Analyst Intern

Earth, Energy and Environmental Science Intern

Dartmouth College

Lynbrook High School

Recommendations: 0

Tutoring

PowerPoint

Microsoft Word

Writing

Data Analysis

Microsoft Excel

Peer Tutoring

Teaching

y****[email protected]

Diane CFA

Vice President, Equity Research Analyst

Greater Seattle Area

Vice President, Equity Research Analyst

Senior Equity Analyst - PWM Value Equity Research

Senior Vice President, Financial Advisor

Managing Director of Investment Banking

Portfolio Manager of Capital Management

Managing Director, Equity Institutional Sales

Director, Investment Analyst

Washington State University - College of Business and Economics

Recommendations: 0

Equities

Venture Capital

Portfolio Management

Equity Valuation

Wealth Management

Research

Investments

Valuation

d****[email protected]

Trevor Parris

Vice President, Business Development & Treasurer

Greater Seattle Area

Vice President, Business Development & Treasurer

Strategy & Development

Private Equity Investment Professional

Investment Banking Analyst

Investment Banking Summer Analyst

Claremont McKenna College

University of Washington, Michael G. Foster School of Business

The Lakeside School

Recommendations: 0

t****[email protected]

Dai Kuramoto

Manager, Corporate Strategy

Greater Seattle Area

Manager, Corporate Strategy

Senior Director, Marketing, CRM & Commerce

Director, Direct Consumer Communications

Senior Manager, Apple Online Store

Summer Associate, Investment Banking

Product Manager, Media Entertainment Group

Waseda University

Recommendations: 0

Product Management

Online Marketing

Team Management

Global Strategy

Cross-functional Team Leadership

Online Advertising

Market Research

Analytics

d****[email protected]

Shreyans Jain

Product Manager - Office 365

Greater Seattle Area

Product Manager - Office 365

Product Manager

Equity Research

Business Analyst, Investment Banking

Product Manager

Stanford University

Indian Institute of Management, Calcutta

Nanyang Technological University

Recommendations: 0

Sujit Kumar

VP/GM, Imaging and Scanning Solutions

Greater Seattle Area

VP/GM, Imaging and Scanning Solutions

General Manager, Global Ultrasound Value Business

Sr. Director, Ultrasound Marketing and Strategy

Director, Sales and Marketing, Magnetic Resonance (MRI) Business

Lean Six Sigma Black Belt, Sr. Market Manager, Pricing

Investment Banking Associate

Summer Intern, Business Development

Sr Manufacturing Engineer

Senior Program Manager

University of Michigan - Stephen M. Ross School of Business

University of Mississippi

Osmania University

Recommendations: 0

Product Management

Business Strategy

Competitive Analysis

Cross-functional Team Leadership

Medical Devices

Market Development

Ultrasound

MRI

Kevin McColly

Director, Strategic Planning and Analysis

Greater Seattle Area

Director, Strategic Planning and Analysis

VP Finance & Business Development

VP of Channel Development

Sr. Director, Finance and Busines Analytics

GM, SAMPLEit

Health Care Investment Banking

Chief Financial Officer

VP, Integration

Sr. Financial Analyst

Financial Analyst

University of Montana

Recommendations: 0

m****[email protected]

Bjorn Seebach

Investment Officer

Greater Seattle Area

Investment Officer

Associate

Senior Analyst - UK and US Offices

Analyst - Investment Banking

INSEAD

Babson College

The London School of Economics and Political Science (LSE)

Recommendations: 0

Valuation

Private Equity

Venture Capital

Strategy

Portfolio Management

Due Diligence

Finance

Investment Banking

Navjot Pannu

Manager, Strategy & Pricing Analytics

Greater Seattle Area

Manager, Strategy & Pricing Analytics

Corporate Development

Investment Banking Associate

Fulfillment by Amazon

Analyst, Master Data

Columbia University - Columbia Business School

CFA Institute

Recommendations: 0

Financial Analysis

Finance

Analysis

Forecasting

Accounting

Microsoft Excel

Data Analysis

Retail

p****[email protected]

Caroline Cox

Military Internship

Greater Seattle Area

Military Internship

Vice President Investment Banking

Chief Financial Officer

Business Analyst Intern

Director Investment Banking

Owner and Investor

Strategy and M&A Coordinator

Stanford University

Ecole Polytechnique

Recommendations: 0

Investment Banking

Strategy

Financial Modeling

Valuation

Due Diligence

Corporate Finance

Kevin Hardy

Investment Banking Associate - Global Industrials and Services

Greater Seattle Area

Investment Banking Associate - Global Industrials and Services

Director, Strategy (M&A and TMT practices)

Engagement Manager

VP Operations - Delivery

Director, Strategic Programs

Strategy Consulting

Director

The University of Chicago - Booth School of Business

University of Chicago

Penn State University

Recommendations: 0

Economics

Analysis

Management Consulting

Change Management

Manufacturing

Business Strategy

Accounting

Process Engineering

k****[email protected]

Russell Stein

Executive Vice President and Chief Financial Officer

Greater Seattle Area

Executive Vice President and Chief Financial Officer

Managing Director and Head of Global Corporate Finance, Investment Banking Division

MD and Head of Strategic Solutions and Execution Group in Global Fixed Income Derivatives & prior

Chief Financial Officer

Executive Vice President, Corporate Development and Investment

Managing Director and Head of Corporate Finance for Financial Institutions in Investment Banking

Real Estate Investment Banking and the Morgan Stanley Real Estate Fund

Advisor to the CEO and Chairman

Global Treasurer, Head of Investor Relations

Chief Executive Officer and Board Director of Merrill Lynch Bank USA

Chief Executive Officer and President

The Johns Hopkins University

The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)

Recommendations: 0

Yan Q.

Quantitative Consultant, CEB Customer Contact

Greater Seattle Area

Quantitative Consultant, CEB Customer Contact

Senior Quantitative Analyst, CEB Customer Contact

Research Assistant, Applied Economics and Management

Summer Intern, Investment Banking

Finance Management Trainee, Finance

Intern, Global Transaction Services

Cornell University

East China Normal University

Recommendations: 0

Stata

Bloomberg

SPSS

Data Management

Survey Design

SAP

Vovici

Hoovers

y*****@cornell.edu

James Byun

Azure Data & AI - Sr. Specialist

Greater Seattle Area

Azure Data & AI - Sr. Specialist

US AI Go-to-Market Lead / Product Marketing Manager - US Marketing & Operations, Intelligent Cloud

Market Development Manager

Cofounder, Chief Operating Officer

iCloud Product Marketing Manager

Investment Banking Analyst

Northwestern University - Kellogg School of Management

Northwestern University

The Johns Hopkins University

Recommendations: 0

Start-ups

Financial Modeling

Entrepreneurship

Investment Banking

Valuation

Economics

Business Development

Private Equity

Jack Callaghan

Management Consultant

Greater Seattle Area

Management Consultant

SVP, Digital Technology

Senior Consultant

Consultant

Associate Consultant

Associate

Investment Banking Analyst

Student Intern

University of Denver

Universidad Internacional Menéndez Pelayo

Seattle Academy

Recommendations: 0

Business Strategy

Marketing Strategy

Market Research

Economics

Writing

Microsoft Excel

Stata

Capital IQ

Gordon Shu

Investment Banking Summer Associate

Greater Seattle Area

Investment Banking Summer Associate

Brigade Comptroller

Battle Captain

Platoon Leader

Deputy Brigade Engineer

Northwestern University - Kellogg School of Management

United States Military Academy at West Point

Recommendations: 0

Army

Operational Planning

Security Clearance

Military Experience

Military Operations

Management

Command

Intelligence Analysis

g****[email protected]

Jessica Ng

Corporate Development Manager

Greater Seattle Area

Corporate Development Manager

Investment Banking Analyst

Investment Banking Summer Analyst

Summer Financial Analyst

Debt Capital Markets Summer Analyst

Marketing and Communications intern

University of Pennsylvania - The Wharton School

Institut d'Etudes politiques de Lyon

Shanghai American School

Recommendations: 0

Casey Lehman

Company Name Starbucks

Greater Seattle Area

Company Name Starbucks

Strategy Manager, Monitor Deloitte

Research Manager, Tech, Media, & Telecom

Investment Banking Analyst, Media & Telecom

Harvard University

University of Virginia - Darden Graduate School of Business Administration

Recommendations: 0

Analytics

Competitive Analysis

Financial Modeling

Telecommunications

Valuation

Start-ups

Business Analysis

Strategic Consulting

Siddhi Sehgal, MS Finance

Jenny Wu

Investment Banking Analyst

Greater Seattle Area

Investment Banking Analyst

Operational Finance Analyst

Summer Analyst, Listed Derivatives Operations

Analyst Intern, Federal Tax Compliance

College Assistant, Office of Sponsored Program & Research

Student Assistant, Sponsored Projects Services

Teaching Assistant

Summer Intern, Foreign Exchange Department

Northeastern University

Baruch College, Zicklin School of Business

University at Buffalo

Recommendations: 0

Python

Web Development

Valuation

Private Equity

Bloomberg

Investment Banking

Financial Modeling

w****[email protected]

Robert Dilworth

Articles of Clerkship

Greater Seattle Area

Articles of Clerkship

Vice President, Investment Banking

CFO

Vice President, Finance

CFO, Nestle Starbucks Coffee

Columbia Business School

McGill University

Ryerson University

Recommendations: 0

r****[email protected]

Equity Data Integrity Analyst

Greater Seattle Area

Equity Data Integrity Analyst

Investment Banking Analyst Intern

Hedge Fund Analyst Intern

Accounting & Auditing Intern

University of Denver - Daniels College of Business

New Delhi, Institute of Management Studies

Hemwati Nandan Bahuguna Garhwal University

The Institute of Chartered Accountants of India

Recommendations: 0

Microsoft Excel

Finance

Analysis

Research

Strategic Planning

PowerPoint

S&P Capital IQ

Financial Analysis

Nick Sciola

Vice President, Corporate Development

Greater Seattle Area

Vice President, Corporate Development

Investment Banking Associate

Investment Banking Summer Associate

Senior Business Analyst

Senior Consultant

UCLA Anderson School of Management

University of Notre Dame

Recommendations: 0

Private Equity

Financial Modeling

Due Diligence

Market Research

Marketing Strategy

Investment Banking

Capital Markets

Financial Analysis

n****[email protected]

Quinn Foley

Student Fundraiser, Telefund

Greater Seattle Area

Student Fundraiser, Telefund

Real Estate Analyst Intern

Investment Banking Analyst

Financial Representative Intern

Analyst

Occidental College

CFA Institute

Recommendations: 0

Microsoft Excel

Financial Analysis

Leadership

Economics

Research

Sales

PowerPoint

Marketing

q*****@comcast.net

Sam Kim

Principal

Greater Seattle Area

Principal

Company Name Amazon

Senior Manager, Mergers and Acquisitions

Manager, Financial Analysis Mergers & Acquisitions

Investment Banking Associate

Cornell Johnson Graduate School of Management

Cornell University

Recommendations: 0

Linda Lian

Sr. Product Marketing Manager, Serverless

Greater Seattle Area

Sr. Product Marketing Manager, Serverless

Sr. Product Manager of Tech, Alexa Voice Services

Associate

Senior Financial Analyst

Investment Banking Analyst - Mergers & Acquisitions

Product Marketing Manager, Serverless

Harvard University

Harvard Beijing Academy

Newport High School

Recommendations: 0

Jeff Allen

Corporate Development and Strategic Partnerships

Greater Seattle Area

Corporate Development and Strategic Partnerships

Investment Banking

Principal, Corporate Business Development

Investment Banking

NYU Stern School of Business

Cornell University

Recommendations: 0

Bri Nelson

Investment Banking Assistant

Greater Seattle Area

Investment Banking Assistant

Human Resources Associate

Support Services

Western Washington University

Edmonds Community College

Bainbridge High School

Recommendations: 0

Outlook

Word

Excel

PowerPoint

Adobe Acrobat

ACT

Microsoft Office

Microsoft Word