Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top California based President operating in the Finance space. If you think a President is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Geoff Ralston
President and Partner of Y Combinator
Geoff Ralston is the Founder & Partner of Imagine K 12. Geoff has been an Investor in, Board Member of, and Advisor to a variety of start-up companies, mostly in the San Francisco Bay Area. He is also the President and Partner at Y Combinator. From 2002-2009 Geoff was the Chief Executive Officer of Lala Media, Inc., an innovative cloud music start-up in Palo Alto that was purchased by Apple in December of 2009. Geoff worked at Yahoo! from 1997-2005 after their 1997 acquisition of Four11 Corp. At Four11 Geoff was the VP of Engineering and led the creation of Yahoo! Mail’s predecessor, RocketMail. At Yahoo! Geoff was Senior Vice President and General Manager of the Communications Business Unit and then served as the company’s Chief Product Officer from 2003-2005. Prior to Four11, Geoff was the creator of the popular LookUP! Internet white pages and do-it-yourself home page service. Geoff holds a BA in Computer Science from Dartmouth College. An MS in Computer Science from Stanford University. An MBA from INSEAD, the European Institute of Business Administration.
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About Bix, Imagine K12, Y Combinator: Y Combinator is a startup accelerator that invests in a wide range of startups twice a year.
Gregory Chang
Vice President of Product of Carta
Gregory Chang is a product executive who helped lead two companies, YuMe and Zuora, to an IPO. He is currently Vice President for Product at Carta, where he oversees the core product, including cap table management and equity plan software. Greg is an angel investor focused on enterprise SaaS. His investments include Amplitude, Atrium, Ironclad, Gem, and Vanta among others. Greg is also a Sequoia scout, advisor at 8VC, Affinity and Qualia and previously served on the Federal Communications Commission Technological Advisory Council during the Obama Administration.
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About Carta: Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
David Faugno
Executive Vice President of Accel
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About Accel, Qualtrics: Accel is an early and growth-stage venture capital firm that helps a global community of entrepreneurs.
Linda Yu
Vice President & Investment Director of SoftBank Vision Fund
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About SoftBank Group, SoftBank Vision Fund: SoftBank Vision Fund specializes in growth capital and social impact investments.
Ryan Lucas
Vice President of SoftBank Vision Fund
Ryan is the Vice President at SoftBank Investment Advisers. Prior to joining SoftBank in 2018, Ryan was a Senior Consultant at EY where he focused on operational due diligence in the Technology and Consumer Product industries. Ryan began his career at EY as a Consultant and supported clients in the Financial Services industry.
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About SoftBank Vision Fund: SoftBank Vision Fund specializes in growth capital and social impact investments.
Rachel Manson
Vice President of Marketing of Lightspeed Venture Partners
Rachel Manson currently works as the Vice President of Marketing for Lightspeed Venture Partners. She previously worked at Cutline Communications as the Vice President.
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About Lightspeed Venture Partners: Lightspeed Venture Partners is a venture capital firm that engages in consumer, enterprise, technology, and cleantech markets.
Ravali Parsa
Vice President of Fifth Wall
Ravali Parsa currently works as the Vice President for Fifth Wall. She previously worked at KKR & Co. Inc. as the MBA Summer Associate.
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About Fifth Wall: Fifth Wall is a venture capital firm that focuses on technologies for the global real estate industry.
Josh Schwartz
Vice President of Fifth Wall
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About Fifth Wall: Fifth Wall is a venture capital firm that focuses on technologies for the global real estate industry.
Katherine Miller
Vice President of Fifth Wall
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About Fifth Wall: Fifth Wall is a venture capital firm that focuses on technologies for the global real estate industry.
John Giannuzzi
Vice President, Merchant Banking Division of Goldman Sachs
John is a vice president at Goldman Sachs in the Merchant Banking Division. In this role, John leads investments in growth stage enterprise technology companies, with a specific focus on software. He serves on several technology company boards. John joined Goldman Sachs in 2010 in the Investment Banking Division.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Mike Herman
Vice President of Goldman Sachs
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About Girard Securities, Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Patrick Morrison
Vice President of Khosla Ventures
Patrick Morrison is Vice President of Talent at Khosla Ventures, where he works across the portfolio advising entrepreneurs on executive search and talent strategy. Prior to Khosla Ventures, Patrick led executive search for Adobe’s $7B Digital Media business, as well as its Cloud Technology organization. He joined Adobe from Korn Ferry, a leading organizational consulting firm, where he managed C-suite search engagements for marquee consumer digital and enterprise technology clients. Before Korn Ferry, Patrick was a Principal at Bespoke Partners, a boutique search firm that partnered exclusively with Venture Capital and Private Equity clients. He began his career as an attorney at a business litigation firm in San Diego. Patrick holds a JD from University of San Diego School of Law and a BA from Arizona State University, where he graduated Summa Cum Laude. He was born in Arizona but lives in San Francisco, where he’s perennially cold.
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About Khosla Ventures: Khosla Ventures is a venture capital firm that focuses on environmentally friendly tech, internet, computing, mobile, and silicon tech.
Whitnie Narcisse
Senior Vice President of First Round Capital
Whitnie Narcisse is a Senior Vice President at First Round Capital.
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About First Round Capital: First Round is a venture capital firm that specializes in providing seed-stage funding to technology companies.
Annis Steiner
Vice President, Marketing of Bain Capital Ventures
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About Bain Capital Ventures, Chief: Bain Capital Ventures invests in seed to growth-stage startups that uses tech to disrupt existing markets or create entirely new ones.
Jimmy Li
Vice President of Goodwater Capital
Jimmy Li is the Vice president at Goodwater Capital.
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About Goodwater Capital: Goodwater Capital is a venture capital firm that focuses on consumer tech startups.
Victor Chen
Vice President of CapitalG
Victor joined CapitalG as an associate in 2016. Prior to Google, Victor worked as an associate at Goldman, Sachs & Co. in the firm’s Technology, Media and Telecom Investment Banking Group in San Francisco. Victor graduated in 2012 with a B.A. in Economics from UC Berkeley.
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About CapitalG: CapitalG is the growth capital fund financed by Alphabet that invests for profit in growth stage technology companies.
Kathryn Karacozoff
Vice President, Growth & Marketing of CapitalG
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About CapitalG: CapitalG is the growth capital fund financed by Alphabet that invests for profit in growth stage technology companies.
Todd Graham
Vice President of Venrock
Todd is based in our Palo Alto Office where he focuses primarily on enterprise infrastructure and cybersecurity. He is very passionate about the intersection of technology and business. His main areas of interest include digital transformation, human-based threats, disruptive go-to-market, and the consumerization of the user experience. In his career, Todd has alternated between startups and large infrastructure vendors. Most recently, he led Corporate Strategy for Cisco’s Security and Collaboration businesses where he developed long-range business strategy for product and go to market while also driving inorganic activities such as the acquisition of Duo Security. Earlier in his career, he led the IT Business Management product group at VMware. Using experience gained at VMware, Todd co-founded Bluenose Analytics to help product and customer success leaders better familiarize with their customers. He also founded a Data Loss Prevention company that was acquired by EMC’s security division, RSA, while attending the University of Michigan (Go Blue!). Outside of work, Todd can be found with his family exploring the wilds of San Francisco, attending youth soccer games, and celebrating children’s birthdays. In what remains of his spare time, he enjoys carpentry, coding, and all things Canadian.
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About Venrock: Venrock is a venture capital firm investing in technology and healthcare companies.
Julie Park
Vice President of Venrock
Julie Park is a Vice President at Venrock.
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About Venrock: Venrock is a venture capital firm investing in technology and healthcare companies.
Joseph Kauffman
President of Credit Karma
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About Credit Karma: Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.
Paul Farber
Associate, Vice President of TPG Growth
Mr. Farber is an Associate based in San Francisco. Mr. Farber joined TPG Growth in 2015. Previously, he worked at Lazard as an Investment Banking Analyst in the Global Power, Energy & Infrastructure Group.
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About TPG Growth: TPG Growth specializes in growth equity and middle-market buyout opportunities.
Alex Caluza
Vice President of H.I.G. Capital
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Trina Van Pelt
Vice President, Senior Managing Director of Intel Capital
Trina Van Pelt is Vice President & Senior Managing Director of Intel Capital; Vice Chair of its Investment Committee; and Chair of its diversity & inclusion investing initiative. She focuses on investments in artificial intelligence, autonomous things, mobility management, sports technology, and data centric business models. Trina currently serves on multiple, early to growth stage, portfolio company boards (Cognitive Scale, GoodData, Mighty Networks, Moovit, Paxata). In February 2019, she was named to the Power 200 list of the world’s most influential data economy leaders. She is a sought out advisor to Intel’s executive team on transformational growth strategies for Intel’s data centric businesses. Van Pelt has more than 23 years of experience in technology investments, M&A, strategic planning and business development. She has led more than 85 technology acquisitions and investments worth >$50B over the course of her career, spanning the computing, communications, software, IoT and mobile industry segments. She has built, developed, led, inspired and managed large teams of investors and strategic business development professionals negotiating equity and complex buy-and sell-side transactions and partnerships. Before joining Intel in 2004, Van Pelt was a director of corporate development at CNET Networks and an investment associate at TA Associates. She began her career in investment banking at Lehman Brothers and Ernst & Young’s financial advisory services group. She holds a bachelor’s degree in business administration from the University of Michigan and earned a master’s degree in management from the Graduate School of Business at Stanford University.
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About Intel Capital: Intel Capital invests in innovative startups targeting cloud and AI infrastructure, cybersecurity, and other disruptive technologies.
Jai Das
Co-Founder, President & Partner of Sapphire
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Rico Mallozzi
Vice President & Head Of Platform of Sapphire
Rico collaborates with Sapphire Ventures’ portfolio companies to help them achieve scale and operational excellence via go-to-market and business development support. He works closely with Sapphire’s portfolio on initiatives around defining customer segmentation, modifying sales processes, and building demand generation. Rico also developed and leads Sapphire’s SV Explorer platform which serves as a digital platform to better connect corporate executives with Sapphire’s unique network of startups. Rico’s experience in the technology industry spans across multiple functional areas. He began his career working at start-ups in the renewable energy industry and more recently held positions at Cisco and SAP. Throughout his career at SAP, he served in roles as an analyst in corporate development, sales strategy manager in APJ (Singapore) and strategic projects manager for the Office of the CEO at Ariba. Rico’s last role at SAP was on the strategic business development team, a small team created by SAP’s North American CEO to help SAP’s largest customers and partners define their digital transformation strategy. Rico has also supported social entrepreneurs in Indonesia and Sri Lanka in developing business models for social venture funds. Rico has a bachelor’s in finance and economics and graduated summa cum laude from Bryant University. He has an MBA from The University of Notre Dame Mendoza School of Business where he was a Provost Fellowship Award recipient. Rico has lived and worked in Italy, Indonesia, Sri Lanka, Singapore and Thailand. When not working you can find Rico running along the Embarcadero and chasing his mischievous dog at Crissy Field.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Jane Lee
Vice President of Sapphire
Jane Lee joined Sapphire Ventures in the summer of 2018 as an investment associate, helping analyze potential new investments and assisting existing portfolio companies. Prior to joining Sapphire Ventures, Jane was an investment banking analyst at Deutsche Bank, where she worked on numerous equity, debt and M&A transactions across software, internet and hardware verticals. Jane graduated with a double major in economics and statistics from the University of California, Berkeley. Born in Beijing, China and raised in the Bay Area, Jane is also fluent in Mandarin.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Thomas Moon
Vice President of Sapphire
Thomas joined Sapphire Ventures in the summer of 2017 and focuses on the firm’s fund investments in the United States and internationally. As part of the team, he helps conduct due diligence on current and potential investments for Sapphire Ventures’ fund portfolio. Prior to joining Sapphire Ventures, Thomas worked at Tufts University underwriting a multitude of different investment strategies for the university’s endowment. Thomas received a BA in economics with honors from Tufts University. Born in New York City, Thomas has also lived in Hong Kong, South Korea and Switzerland.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Katie Bukstein
Vice President, Talent of Sapphire
Katie (Bukstein) Halimi is the Vice President of Talent at Sapphire Ventures, LLC.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Kevin Burke
Vice President, Strategy of Sapphire
Kevin Burke is the Vice President of Strategy at Sapphire.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Vincent Gao
Vice President of WI Harper Group
Vincent Gao focuses on investments in the Telecom, Media and Technology (TMT) space. Prior to joining WI Harper, he worked as an associate at Tuspark Holding Co., Ltd, where he was responsible for TMT and Clean Tech investments. Vincent has over 7 years of experience in the high technology industry, direct investment, and startups. Prior to Tuspark, Vincent worked as a tech manager at Cisco Systems Company, where his responsibility is managing the tech team to solve customer’s technical problems. Vincent holds an MBA degree from Tsinghua University and a B.E. from Shanghai Jiao Tong University.
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About WI Harper Group: WI Harper Group is a venture capital firm that focuses on early and expansion investments in Mainland China, Taiwan and Silicon Valley.
Quinn Li
Senior Vice President & Global Head of Qualcomm Ventures
Quinn oversees Qualcomm’s $1B global venture investment portfolio of 150+ companies across seven regions. Quinn and his team invest in key areas such as 5G, AI, Automotive, IoT and Networking to help expand Qualcomm’s ecosystem and customers. He currently serves as a board member or observer in AMEC, Airspan, Cohesity, Innovium, OneWeb, RetailNext and Verve. Quinn has led over a dozen investments with successful exits in A123 Systems, Eero, InvenSense, Powercloud Systems and Zoom. Prior to joining Qualcomm Ventures, Quinn held various roles in the wireless industry. He worked in product management and business development at IBM Systems and Technology Group, and spent several years in Broadcom and the wireless infrastructure group at Lucent Technologies. Quinn received his MBA from Cornell University, and his B.S., M.S. and Ph.D. in Electrical Engineering from Washington University in St. Louis.
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About Qualcomm Ventures: Qualcomm Ventures is the investment arm of Qualcomm Incorporated. Founded in 2000, the fund has over 150 active portfolio companies.
Mark Hexamer
Vice President, Talent and Recruiting of Summit Partners
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Deborah T. Lower
Vice President, Administration of Summit Partners
Deborah T. Lower joined Summit Partners in 1997. Prior to Summit, she worked for Transamerica Corporation, Transamerica Investment Services and Watt Industries. Deborah works in Summit’s Menlo Park office.
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Deborah T. Lower
Vice President, Administration of Summit Partners
Deborah T. Lower joined Summit Partners in 1997. Prior to Summit, she worked for Transamerica Corporation, Transamerica Investment Services and Watt Industries. Deborah works in Summit’s Menlo Park office.
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Brook Hinchman
Vice President of Oaktree Capital Management
Brook Hinchman is the Managing Director at Oaktree Capital Management, L.P.
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About Oaktree Capital Management, Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Tullio Purtill
Vice President of Providence Equity Partners
Tullio Purtill joined at Providence Equity Partners as Vice President in 2017.Tullio is an Associate at ABS Capital Partners. His investment interests and experience include technology-enabled services, eCommerce and consumer technologies. Prior to joining ABS Capital in 2013, Tullio was an analyst with GCA Savvian where he worked on numerous growth capital and M&A transactions in the technology industry. His experience includes capital raises for high growth Internet and eCommerce businesses, as well as multi-billion dollar cross-border M&A transactions. Earlier in his career, Tullio was an analyst with Bank of America Merrill Lynch.
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About Bank of America, Providence Equity Partners: Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
craig lang
Vice President, Legal Affairs of Oak Investment Partners
Vice President, Legal Affairs, Oak Investment Partners Craig Lang joined Oak in 2007 as Vice President, Legal Affairs. In this role, Craig is responsible for day-to-day legal issues relating to Oak’s West Coast office portfolio company investments. Prior to joining Oak, Craig was a corporate securities attorney for over nine years with Wilson Sonsini Goodrich & Rosati, P.C., where he worked on a wide variety of transactions, including venture capital financings, mergers and acquisitions, and public offerings, as well as general corporate representation of a number of public and private companies in the technology industry. He graduated with honors from the Georgetown University Law Center with a JD and Washington & Lee University with a BA in political science. He is a member of the California State Bar.
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About California State Bar, DLA Piper, Oak Investment Partners: Oak Investment Partners is a multi-stage venture capital and private equity firm.
Bernard Machlovitch
Senior Vice President of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Adam Aranda
Vice President of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Kenneth Chan
Senior Vice President of Macquarie Group
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Michael Cortez
Vice President of YL Ventures
Michael Cortez is the Vice President at YL Ventures, is a member of the investment team, focusing much of his time on business development for current portfolio companies. In addition to BD and other value-add activities, Michael is heavily involved in investment due diligence, industry research, and the continued expansion of the firm’s U.S. platform.
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About YL Ventures: YL Ventures funds and supports seed-stage entrepreneurs in the cybersecurity sector.
Alex Zhang
Vice President of Redpoint
Alex joined Redpoint in 2015. He focuses on early-stage investments in China. Prior to joining Redpoint, Alex was an investment director with Ceyuan Ventures. Previously, Alex was a business development director at Tencent and a product manager at Google China. Alex earned his bachelor and master degrees in computer engineering from Tsinghua University.
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About Redpoint: Redpoint Ventures partners with visionary founders to create new markets or redefine existing ones at the seed, early, and growth stages.
Kyle Liu
Vice President of Redpoint
Prior to joining Redpoint, Kyle was a Senior Associate with Fosun Kinzon Capital, where he was involved with investments in Dream Castle, Kongming, Iveno, and 100NJZ. Kyle has been awarded 30+ patents in the field of 4G Mobile technologies. Kyle holds a bachelor’s degree in electrical engineering from Xiamen University, an M.Phil in ECE from Brunel University in the United Kingdom, and an MBA from China European International Business School.
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About Redpoint: Redpoint Ventures partners with visionary founders to create new markets or redefine existing ones at the seed, early, and growth stages.
Akash Pradhan
Vice President of TPG
Akash Pradhan works across TPG Capital and TPG Growth focusing on Technology, Media, and Telecommunications (TMT) investments, and is based in San Francisco. He previously worked in TPG Capital’s TMT group from 2013-2015. Akash has been or is currently involved with TPG’s investments in Box, DreamBox, GreenSky, Renaissance Learning, and Zscaler. Prior to joining TPG, he worked at merchant bank Raine in New York. Akash holds an MBA from Harvard Business School and a BS in Business Administration, Summa Cum Laude, from UC Berkeley.
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About TPG: TPG is a private investment firm that manages capital across a family of funds.
Rajat Taneja
President, Technology of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Ryan McInerney
President of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Andrew Cohen
Vice President – Global Digital Product Marketing of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Chackan Lai
Vice President, Risk Advisory & Innovation of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Tom Purves
Vice President, Product Architecture of Visa
Tom Purves is a Senior Director for Visa Inc. & V.me by Visa checkout product, where he is responsible for developing future of mobile and online form factors for credit and debit cards in the digital world. Previously, Tom was co-creator of Interac Email Money Transfers, used daily by millions of Canadians. Tom is also recognized as an international speaker, conference organizer and community leader in the tech/startup scene.
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About Interac, Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Stephanie Ericksen
Senior Vice President, Operational Resilience of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Mike West
Vice President – Business and Government Disbursements of Visa
Mike West serves as vice president of business and government disbursements at Visa.
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Simon Hurry
Vice President of Visa
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About Visa, Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Abhi Arunachalam
Vice President of Battery Ventures
Abhi is the Managing Partner at Alkeon, enterprise-infrastructure investing on the West Coast in sectors such as cloud infrastructure, cybersecurity and big-data analytics. He has more than 12 years of operational and investment experience. Abhi is currently involved in Battery investments including Databricks, Expel, Fungible, InfluxData, Jask, JFrog, and Streamsets. Before joining Battery, Abhi was a partner at Intel Capital, the investment arm of chip giant Intel Corp., where he focused on early- and growth-stage investing in areas including big-data analytics, mobile/IoT and broader infrastructure. At Intel Capital, he helped lead investments in category-defining companies such as Recon Instruments (acquired by Intel), EyeFluence (acquired by Google), iZettle, Urban Airship, Inrix and Brit+Co. He also served as a board observer at Kaltura, CashStar and Apperian. Prior to Intel Capital Abhi spent over six years at Qualcomm Research in various operational roles. He built the industry leading APM solution for mobile handsets and backbone networks. Abhi was also involved with the incubation and design of Qualcomm’s LTE technology and managed strategic partnerships with OEMs, infrastructure vendors and carriers. Abhi holds an MS in computer science from the State University of New York at Buffalo and an MBA, with honors, from the UCLA Anderson School of Management.
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About Alkeon Capital, Battery Ventures: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Justin Da Rosa
Vice President of Battery Ventures
Justin is a VP in Battery’s San Francisco office who focuses on consumer internet and software investments. Previously, Justin was an investor at growth equity firm TCV, where he focused on growth investments in consumer-internet and software companies. He helped lead TCV’s investments in Peloton, Klook, TripAdvisor, and Sojern, and was actively involved with the firm’s portfolio, including companies such as Netflix, Rover, Varsity Tutors, and Zillow. Prior to that, he was an investment banking analyst within the Global Technology Group at Credit Suisse. He also previously worked as an analyst at Steamboat Ventures. Justin received his B.S. in business administration from the Marshall School of Business at USC, graduating cum laude.
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About Battery Ventures: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Rebecca Buckman
Vice President, Marketing Communications of Battery Ventures
Becky leads Battery’s communications and content-strategy efforts. She joined the firm in 2013 after running her own strategic-communications practice providing branding, positioning and media-related services to Silicon Valley investment firms and high-tech startups. Prior to that Becky worked for many years as an award-winning business journalist, including ten years at the Wall Street Journal in its New York, San Francisco and Hong Kong bureaus. She covered topics including Wall Street, technology and Asian economics and trade. At the Journal, Becky’s reporting was honored by groups including Amnesty International, the Newswomen’s Club of New York and the American Association of University Professors. She was a finalist for the Gerald Loeb Award in 2007. After leaving the Journal, Becky joined Forbes as a senior editor, where she covered small and large technology companies and specialized in writing about venture capital. Previously in her career she wrote for the Dow Jones News Service and the Indianapolis Star, where she was a Pulliam Fellow. Becky graduated from Georgetown University’s School of Foreign Service with a degree in international politics.
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About Battery Ventures: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Tara Gadgil
Vice President of Thoma Bravo
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About Thoma Bravo: Thoma Bravo is a private equity firm with a focus on investing in software and technology companies.
Jason Bender
Executive Vice President, Chief Operating Officer of First Republic Bank
Bender has been with First Republic since 1999, and managed the Bank’s finance department for over a decade before being appointed Chief Administrative Officer on January 1, 2013. Effective January 1, 2016, he was appointed Chief Operating Officer and is responsible for the overall operations of deposits and lending, strategic planning, enterprise data, online banking and related digital activities, and secondary loan marketing. He oversees banking activities in the Orange County and San Diego regions. B.A., 1992, Swarthmore College; M.B.A., 1999, Stanford Graduate School of Business; Harvard Business School Advanced Management Program, 2014.
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About First Republic Bank, First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Mollie Richardson
Executive Vice President, Chief People Officer of First Republic Bank
Richardson joined First Republic in 2003 and was appointed Chief Administrative Officer on January 1, 2016 and Chief People Officer in November 2016. Ms. Richardson oversees human resources, enterprise collaboration, facilities/administrative services, Eagle Lending and various bank-wide initiatives. Ms. Richardson previously served as Deputy Chief Administrative Officer and head of Board and Investor Relations at First Republic. She is Co-Chair of the Network for Teaching Entrepreneurship, Bay Area. B.A., 2001, Sonoma State University; Harvard Business School Advanced Management Program, 2013.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Robert Thornton
Executive Vice President and President, Private Wealth Management of First Republic Bank
Thornton joined First Republic in 2004 and currently serves as President of First Republic Investment Management and President of First Republic Private Wealth Management. He became Executive Vice President of First Republic Bank in 2015 and oversees banking activities for the Los Angeles and Palm Beach regions. Prior to joining First Republic, Mr. Thornton held senior roles at Goldman Sachs, Credit Suisse and Deutsche Bank over a 20 year period. B.A. 1980, Duke University; J.D., 1983, Columbia Law School; Stanford Graduate School of Business Executive Program, 2014.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
David Lichtman
Executive Vice President and Chief Credit Officer of First Republic Bank
Lichtman has been with First Republic since 1986, and has held positions in various phases of lending operations at the Bank. Mr. Lichtman was appointed Chief Credit Officer in 1995. In the role of Chief Credit Officer, he is responsible for promoting the Bank’s credit culture focused on safe and disciplined lending standards and practices. B.A., 1985, Vassar College; M.B.A., 1990, University of California, Berkeley.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Justin Gibson
Executive Vice President, Chief Audit Executive of First Republic Bank
Gibson joined First Republic in 2012. As Chief Audit Executive, he leads a collaborative cross-functional audit department designed to meet the requirements of the banking industry’s complex regulatory environment. Mr. Gibson is on the Board of Governors at the San Francisco Institute of Internal Audit, a member of the Board of Directors at Big Brothers Big Sisters of the Bay Area and a Board member at the Partnership for Children and Youth. Mr. Gibson is a Certified Public Accountant. B.A., 1997, University of California, Los Angeles; Harvard Business School General Management Program, 2014.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Michael Selfridge
Senior Executive Vice President, Chief Banking Officer of First Republic Bank
Michael D. Selfridge joined First Republic in 2012. As Chief Banking Officer, he is responsible for Northern California Private Banking, Information Technology, and nationwide Business Banking. Previously, he served as the company’s Chief Operating Officer and also as the Chief Risk Officer. Prior to joining First Republic, Mr. Selfridge was head of U.S. regional banking at Silicon Valley Bank. Mr. Selfridge held various other senior management positions with Silicon Valley Bank over an 18 year period. Prior to this, he was with HSBC and also Wells Fargo Bank. He serves on the Board of Directors of Catholic Charities of San Francisco. B.S., 1989, California Polytechnic State University, San Luis Obispo; M.B.A., 1995, University of San Francisco; Harvard Business School Advanced Management Program, 2013.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
David Tateosian
President of First Republic Bank
David Tateosian is President of First Republic Securities Company, a position he assumed in 2003, where he is responsible for building and growing the firm’s investment management, brokerage, foreign exchange, insurance and overall wealth management businesses. He is a member of First Republic Bank’s Enterprise Risk Management, Asset & Liability, and Pricing Committees. Before joining First Republic, Mr. Tateosian was senior managing director of brokerage and trading services for PreferredTrade, Inc., in San Francisco, California and spent 10 years at Fidelity Investments, part of which he served as vice president and manager of Fidelity’s retail investor centers in San Francisco and Palo Alto, California. He is a recent graduate of the Harvard Business School’s General Management Program and earned his Bachelor of Science degree from the University of Vermont. Mr. Tateosian is an Arbitrator for the Financial Industry Regulatory Authority, Inc. He serves on the Board of Directors of the San Francisco Society for the Prevention of Cruelty to Animals (SF SPCA) and chairs its Investment Committee. Mr. Tateosian He holds FINRA Series 4, 7, 8, 24, 55, 63 and 65 licenses.
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About First Republic Bank, First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Boris Silver
Co-Founder & President of FundersClub
Boris Silver is the Co-Founder & President at FundersClub.
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About FundersClub: FundersClub is an online venture capital firm that focuses on Seed and early stage investments.
Caitlin Cella
Vice-President of Finance and Operations of FundersClub
Caitlin has extensive experience providing tax and consulting services to clients in the venture capital, private equity, and real estate industries. She joins FundersClub from Deloitte, and prior to that she worked at Rothstein Kass (now known as KPMG), a national accounting firm focused in the alternative investments industry. Caitlin holds a Master’s degree in Business Taxation from the University of Southern California and a Bachelor’s degree from the University of California, San Diego. In her free time, Caitlin enjoys spending time with friends and family, playing tennis, and exploring all that San Francisco has to offer.
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About FundersClub: FundersClub is an online venture capital firm that focuses on Seed and early stage investments.
David Cheng
Vice President of DCM Ventures
Board Member, Director of Content Strategy at Advancing Women in Tech (AWIT). Board Observer at Musely & SoFi. Principal at DCM Ventures.
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About DCM Ventures, DCM Ventures, DCM Ventures, Musely: DCM Ventures is an early-stage venture capital firm that invests in the mobile, consumer internet, communications, and service sectors.
Yuanling Yuan
Vice President of SignalFire
Yuanling Yuan is a Vice President at SignalFire. She goes by “YY” (not to be confused with the Chinese social media company). Prior to SignalFire, YY worked on the investment team at Blackstone’s Strategic Opportunity Fund, where she evaluated late-stage and IPO investment opportunities. At Blackstone, she also spent time on the Emerging Markets team, evaluating macroeconomic and political risk in countries such as China, Brazil, and Egypt.
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About SignalFire: SignalFire is a venture capital firm that invests in seed stage companies and breakout companies.
Christina Zimmermann O’Conor
Vice President of Congruent Ventures
Christina Zimmermann O’Conor is the Vice President at Congruent Ventures.
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About Congruent Ventures: Congruent Ventures is an early-stage venture fund focused on sustainable technologies.
Manoj Ramachandran
Vice President of Forgepoint Capital
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About Forgepoint Capital: Forgepoint is a multi-stage venture capital firm that invests in transformative companies protecting the digital future.
Stuart Peterson
Founder, President & General Partner of Artis Ventures (AV)
A 2017 Forbes Midas List honoree, TechCrunch VC of the Year Finalist, and NY Times/CB Insights Top 100 VC honoree, Stuart Peterson is a partner at ARTIS Ventures, a San Francisco-based VC firm that partners with entrepreneurs driven to positively impact their world through disruptive technological innovation. ARTIS led early-stage investments in media giant YouTube and cancer-curing Stemcentrx, which in 2016 became the largest-ever venture backed life sciences acquisition. Stuart currently serves on the Board of Directors for IDbyDNA, an end-to-end and universal metagenomics platform, Versa Networks, the leading vendor in the SD-WAN and SD-Security markets, and Locus BioSciences, a next generation CRISPR genetic editing platform for precision antimicrobials. He is a Board Advisor for Fabric Genomics, a genomic interpretation platform, Cohesity, an infinitely scalable, intelligent enterprise data storage platform, and Excision BioTherapeutics, a gene editing company focused on curing deadly viruses like HIV. Stuart also currently serves on the Board of Trustees for the SFMOMA. Stuart received his B.A. in Economics from the University of California, Los Angeles and his M.B.A. in Analytic Finance from The University of Chicago’s Graduate School of Business.
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About Artis Ventures (AV): ARTIS Ventures is a financial services firm that finances early-to-late stage venture investments.
John Gianakopoulos
Vice President of Scale Venture Partners
John joined Scale Venture Partners in 2018 and focuses on the firm’s investments in SaaS, cloud infrastructure and frontier technologies. Before Scale VP, John was most recently a Product Manager at Personal Capital where he focused on customer engagement and growth. Previously, he was also a Product Manager at Intuit and launched the first iteration of their QuickBooks Capital lending product, which provided working capital loans to small business owners. John holds dual degrees in both the business and liberal arts honors programs from the University of Texas at Austin. Outside of work, John enjoys running and playing soccer in Golden Gate Park.
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About Scale Venture Partners: Scale is an early-stage venture capital firm focused on intelligent business software.
Bob Genchi
Vice President of Information Technology of Scale Venture Partners
Bob leads the development and management of Scale’s IT and security infrastructure. Over his 20-year career, he has held high-visibility roles at companies like Gap Inc., Salesforce, and Xactly, leading teams implementing IT and information security (infosec) projects, developing product strategy, conducting R&D, and providing support. A firm believer in lean growth, Bob’s experience extends across multiple software markets, including ERP/ICM, Human Resources/Identity, Point-of-Sale/E-Commerce, Event Management, Web Content Management, and PM/Testing tools.
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About Scale Venture Partners: Scale is an early-stage venture capital firm focused on intelligent business software.
Laura Sebastiani
Vice President, Finance of Scale Venture Partners
Laura joined the Scale finance team in 2008. She is responsible for pre-investment financial due diligence, portfolio performance analysis, quarterly LP reporting, and financial statement preparation. Her venture industry experience began in 2000 and has included finance roles at InterWest Partners and work as a venture capital finance consultant. Previously she served as Director of Treasury Operations at Adecco, SA and as a senior audit associate at PricewaterhouseCoopers. Laura received her B.S. in Business Administration from The Ohio State University and is an active Certified Public Accountant.
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About Scale Venture Partners: Scale is an early-stage venture capital firm focused on intelligent business software.
Erik Archer Smith
Vice President, Marketing of Scale Venture Partners
Erik Archer Smith is a data-driven marketing and sales leader with 10+ years experience helping B2B software companies scale during phases of hyper-growth. Prior to joining Scale, Erik was the marketing director for Treasure Data, a Scale portfolio company acquired by Arm in 2018. There he was responsible for thought leadership on data strategy as well as designing and managing integrated ABM campaigns. Erik got involved with tech early and built the first social media site in Japan using open source technology in the early 2000s.
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About Scale Venture Partners: Scale is an early-stage venture capital firm focused on intelligent business software.
Jeffrey Baldwin
Vice President of TCV
Jeffrey Baldwin serves as a Vice President at TCV.
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About TCV: TCV provides investment capital to growth-stage private and public companies in the technology industry.
Cassie Bowe
Vice President of Energy Impact Partners
Cassie Bowe is the Vice President at Energy Impact Partners.
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About Energy Impact Partners: Energy Impact Partners is an investment firm focused on companies optimizing energy consumption and improving sustainable energy generation.
Peter Liu
Vice President of Pritzker Group Venture Capital
Peter joined Pritzker Group Venture Capital in 2012. Prior to joining Pritzker Group Venture Capital, Peter was an investment banking analyst at Bank of America Merrill Lynch in New York, where he advised clients in the consumer and retail sectors on debt and equity offerings, mergers and acquisitions, and the structuring and origination of leveraged buyouts. Prior to working in investment banking, Peter completed a summer analyst program in the Investment Grade Debt Capital Markets group at Bank of America Merrill Lynch in New York. Peter is an attendee of national technology and venture capital events where he meets with entrepreneurs and their startups. He also participates at numerous events held at 1871, Chicago’s hub for digital entrepreneurship. Peter is a graduate of The McIntire School of Commerce at the University of Virginia, where he earned a Bachelor of Science in Commerce with concentrations in Finance and Management. Peter also completed a semester abroad at the Hong Kong University of Science and Technology where he studied Finance and Information Systems.
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About Kauffman Fellows, Pritzker Group Venture Capital, Revelry Venture Partners, The World Economic Forum: Pritzker Group Venture Capital is a trusted partner helping entrepreneurs build market-leading technology companies
Bill McKiernan
President of WSM Capital
William S. McKiernan, Bill founded CyberSource Corp. in 1994 and served as its Chief Executive Officer from December 1997 to January 1, 2010. Mr. McKiernan served as Chief Executive Officer of Beyond.com corp., from 1994 to March 1998. From 1992 to 1994, he was employed by Network Associates (formerly known as McAfee Associates, Inc.) a developer of computer security software, where he served as President and Chief Operating Officer during its initial public offering since October 1992. Prior to joining McAfee Associates in 1992, Mr. McKiernan served as Vice President of Princeton Venture Research, Inc., an investment banking and venture consulting firm from 1990 to 1992. He also held management positions with IBM/ROLM, a telecommunications company, and Price Waterhouse. He is the Founder of CyberSource Limited and serves as its Executive Chairman. He served as Chairman of the Board of Cybersource Corp. since December 1997. He Founded Beyond.com, an online reseller of computer software, in 1994 and served as its Chairman of the Board since March 1998. He serves as a Director of Vertical Software, Inc. He served as a Director of Cybersource Corp. since December 1997. Mr. McKiernan holds a B.S. from Boston College and an M.B.A. from the Harvard Business School.
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About WSM Capital: WSM Capital is a private equity firm invests in payment and other technology companies.
David Friedman
Vice President and Angel Investor of Tech Coast Angels
David Friedman is currently an independent entrepreneur, investor, and business advisor for tech and service companies. He is a member of the TechCoastAngels of Orange County and serves on the software/hardware evaluation committee. He has worked on assignments ranging from cyber security and wireless health to online commerce portals, to healthy food and snacks. He plays at the intersection of technology and the customer; his real love is commercializing technology to meet the needs of customers.
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About Tech Coast Angels: Invests in high-growth start-up’s headquartered in Southern California
Brian Horner
President of Tech Coast Angels
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About Ladder Ventures, Tech Coast Angels: Invests in high-growth start-up’s headquartered in Southern California
Puneet Kumar
Vice President of Steadview Capital
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About Steadview Capital: Steadview is a tech-focused investment firm that invests in technology oriented businesses.
Don Standley
Vice President of Riverwood Capital
Don Standley is a Vice President at Riverwood. Prior to joining Riverwood, Don was Senior Vice President of Corporate Taxation at Flextronics, a company doing business in over 50 countries with revenues of $36 billion. Prior to Don’s tenure at Flextronics, he was a Director in Deloitte’s Denver office, where he had regional responsibility for the international tax practice. He has extensive experience in corporate, partnership, and international taxation and has advised on hundreds of acquisitions, divestitures, and restructurings in numerous countries. Don earned a B.B.A. degree with a concentration in Finance from Lamar University.
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About Riverwood Capital: Riverwood Capital invests in technology companies in need of financial and intellectual capital to scale.
Philip A. Teeter
Senior Vice President & Chief Technology Officer of Pacific Life
Mr. Teeter joined Pacific Life as a technology consultant for the Annuities & Mutual Funds Division in 1995. In 1998, he accepted a position as assistant vice president, Technology for policy administration systems. He was promoted to vice president, Technology in 2000. In April 2010, Mr. Teeter was promoted to senior vice president and chief technology officer in the Retirement Solutions Division, the successor of the Annuities & Mutual Funds Division. He is responsible for the division’s Technology and Operations departments, overseeing the development of custom software/installation, customization and support of packaged software, desktop computing support, hardware and software, as well as, the maintenance and infrastructure of all application systems required to support the business requirements for contract administration, sales, and marketing. Prior to joining Pacific Life, Mr. Teeter worked in banking operations and management with Union Bank from 1978 to 1980. He worked for Executive Life Insurance Company from 1981 to 1993 in various management positions including vice president, Information Services and Technology.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
James T. Morris
Chairman, President & Chief Executive Officer of Pacific Life
Mr. Morris is chairman, president and chief executive officer of Pacific Life Insurance Company, and its parent companies Pacific Mutual Holding Company and Pacific LifeCorp. He is only the 14th chief executive officer in the company’s 145-year history. Mr. Morris was a summer actuarial student from 1981 to 1982 with Transamerica Occidental prior to joining Pacific Life in 1982 as assistant actuary, Special Marketing. He progressed through a series of management positions within the Life Insurance Division and was elected senior vice president, M-Operations in 1996. He was responsible for business relations with M Financial Group, a leading life insurance producer group that designs and markets individual life insurance products to the upscale market in collaboration with Pacific Life. In 2002, he was promoted to executive vice president, heading up the Life Insurance Division of Pacific Life. In April 2005, Mr. Morris was promoted to executive vice president and chief insurance officer. His role was expanded to include the Annuities & Mutual Funds Division and Pacific Select Group, in addition to the Life Insurance Division. Mr. Morris was promoted to chief operating officer in January 2006. On April 2, 2007, Mr. Morris became Pacific Life’s president and chief executive officer.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Tony Premer
Senior Vice President of Real Estate Investments of Pacific Life
Mr. Premer serves as senior vice president, Real Estate Investments with responsibility for the company’s debt and equity investments in commercial real estate. In this role, Mr. Premer directs strategy for investments in mortgage loans, real estate securities, and wholly owned or joint venture investments in commercial real estate properties and funds. He also oversees the asset management function in Real Estate Investments that administers assets for Pacific Life, its affiliates, and third parties. Before he joined Pacific Life in 1993, Mr. Premer held positions with a private REIT in Southern California and as a senior real estate consultant for the firm now known as Deloitte & Touche.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Andrew Oleksiw
Senior Vice President of Corporate Development of Pacific Life
Mr. Oleksiw joined Pacific Life in 2007 as senior vice president, Business Development. In this role, he led the Corporate Business Development Unit which was established to pursue new business opportunities for Pacific Life. Over the past several years, his role has been expanded to include responsibility for the management and development of Pacific Asset Management and Pacific Asset Advisors LLC. With these responsibilities, his title changed to senior vice president, Corporate Development. Mr. Oleksiw began his business career at NationsBank and First Union. At both institutions, he held a number of senior level management positions in capital markets, international banking, private banking, and credit and risk management. After 15 years in the banking industry, Mr. Oleksiw joined MassMutual Financial Group where he became an executive vice president in charge of International, Large Corporate Markets, and Mergers and Acquisitions/Corporate Development. He was also president and CEO of MassMutual International, Inc. Just prior to joining Pacific Life, he headed MetLife’s Asia Pacific operations.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Edward R. Byrd
Senior Vice President & Chief Accounting Officer of Pacific Life
Mr. Byrd currently serves as the senior vice president and chief accounting officer to Pacific Life and several of Pacific Life’s other companies. He is also the chief financial officer of the Pacific Life Foundation. In his current role, Mr. Byrd oversees accounting and financial reporting for the entire enterprise, as well as Corporate Financial accounting operations, financial reporting systems and strategic initiatives. He is also chair of the company’s disclosure committee and a principal contact for accounting and financial reporting matters with independent auditors, rating agencies, and regulators. In 1990, Mr. Byrd joined Pacific Life as assistant vice president, Audit, following several years of management experience in audit, internal control, and general accounting. Mr. Byrd was promoted to vice president, Corporate Audit and Financial Planning in 1991 and he was promoted to vice president and controller in 1992. In 2003, he added the title of chief accounting officer and was promoted to senior vice president in 2006. Mr. Byrd joined Deloitte in 1978 serving as a staff auditor and audit manager. He joined Boeing in 1984, serving as manager of General and Cost Accounting and manager of Internal Audit. During that time he had international assignments in Rome, Italy, and Sydney, Australia.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Adrian S. Griggs
Executive Vice President & Chief Financial Officer of Pacific Life
Mr. Griggs was promoted to executive vice president and chief financial officer for Pacific Life in April 2012. As chief financial officer, he has responsibility for Pacific Life’s accounting, audit, tax, and treasury functions, and he also serves on Pacific Life’s management committee. As of January 2016, Mr. Griggs assumed responsibility for Pacific Asset Advisors LLC, Pacific Asset Management, and corporate development. Mr. Griggs joined Pacific Life in 1994 as an assistant vice president in the former Institutional Products Division where he was responsible for the coordination of financial reporting and planning. In 1999, he was promoted to vice president in the Retirement Solutions Division, where he assumed responsibility for developing, directing, and managing the division’s financial, budgeting, planning, and compliance operations. Mr. Griggs was promoted to senior vice president, Finance and Compliance in 2008, and in 2009 assumed responsibility for the oversight of the division’s two newly-formed departments: Institutional and Structured Products and Risk Management. In this capacity, he oversaw and was responsible for the development and presentation of financial results, business planning and risk management strategies. Mr. Griggs is also chief executive officer of Pacific Select Distributors, LLC (“PSD”). PSD is a member of the Financial Industry Regulatory Authority, and a registered broker/dealer with the Securities and Exchange Commission. Prior to joining Pacific Life, Mr. Griggs worked as a certified public accountant with Deloitte & Touche specializing in the insurance and financial services industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Chris van Mierlo
Chief Marketing Officer & Senior Vice President of Sales of Pacific Life
Mr. van Mierlo serves as chief marketing officer and senior vice president of Sales in the Retirement Solutions Division. In this role, he provides oversight, strategic direction, and leadership to the Sales and Marketing departments of the Retirement Solutions Division. Mr. van Mierlo began his career at Pacific Life in 1995 as assistant vice president and national sales manager for the Life Insurance Division in the variable product area. In 2000, Mr. van Mierlo was promoted to vice president, National Accounts for the Annuities & Mutual Funds Division. He was responsible for managing all aspects of new and existing relationships across the division’s distribution channels and regional lines. Prior to joining Pacific Life, Mr. van Mierlo served as national sales manager, Variable Life for Nationwide Life Company. He began his career in the financial services industry in 1986 with Mutual Service Corporation in Detroit, Michigan.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Dewey P. Bushaw
Executive Vice President of Retirement Solutions Division of Pacific Life
Mr. Bushaw joined Pacific Life’s Annuities Division in 1994 as national sales manager with responsibility for the field wholesaling area. Prior to joining Pacific Life, Mr. Bushaw had 12 years of experience in sales and marketing of variable annuities and mutual funds. In 1997, he was promoted to vice president with oversight of the internal and field sales management, broker/dealer national account relations, product development, strategic planning, and conference planning. In 1999, Mr. Bushaw was further promoted to senior vice president, National Sales. In July 2005, Mr. Bushaw was promoted to a new position as chief marketing officer. In this role, Mr. Bushaw oversees all sales and marketing functions for Pacific Life’s Retirement Solutions Division. Mr. Bushaw was promoted to executive vice president of the Retirement Solutions Division in January 2009. He is accountable for the development, distribution, marketing, administration, and profitability of Pacific Life’s annuity and mutual fund product lines.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Richard Vrieling
Senior Vice President of Corporate Information Technology of Pacific Life
Mr. Vrieling currently leads the Corporate Information Technology department. He is responsible for directing all aspects of the division and enterprise shared services technology strategies and operations, including business applications services and solutions, infrastructure and data centers. Additionally, Mr. Vrieling is responsible for desktop and open systems functions for the Life Insurance Division as well as supporting Pacific Life’s remote subsidiaries, including Aviation Capital Group and Pacific Life Re. Mr. Vrieling is a member of the Information Technology Management Committee, which is responsible for enterprise IT strategy and governance. Prior to his current position, Mr. Vrieling was vice president, Information Technology for the Investment Management Division from 2008 – 2011. He was responsible for the division’s information technology strategy, operations, and systems used to manage and support the companies’ investment portfolios. Mr. Vrieling assumed additional responsibilities in June 2009 as vice president, Investment and Product Operations. He was responsible for all middle and back office operational functions, including post trade fixed income and derivatives activities, cash processing, and cash and asset reconciliations. Mr. Vrieling began his career at Pacific Life in 1986 as a programmer/analyst in the Investment Systems area of the Management Information Systems department. He transferred to the Securities Division in 1987. Mr. Vrieling progressed through a number of promotions with increasing responsibilities, and in 1995 was named director, assuming responsibility for Securities Systems. Under his leadership, Mr. Vrieling began a modernization of the Securities Division computing and technology solutions, and was named assistant vice president, Securities Systems in 1997.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Mary Ann Brown
Executive Vice President, Corporate of Pacific Life
Ms. Brown currently serves as executive vice president, Corporate, and is chief executive officer of both Pacific Select Fund and Pacific Funds. Her responsibilities include overseeing Pacific Life’s general account investment teams, Enterprise Risk Management, Pacific Life Fund Advisors, and Pacific Life Re, headquartered in London. Ms. Brown joined Pacific Life’s Life Insurance Division in 2005 as senior vice president, Finance and Product Development and joined the Corporate Division of Pacific Life in 2006. Ms. Brown’s actuarial career began at Canada Life Assurance in Atlanta in 1980. She was then employed with Tillinghast/Towers Perrin from 1983 to 1996, consulting in most areas of life, annuity, and health insurance industry products, strategy, and actuarial appraisals. She was the lead principal for variable products and managing principal of the New York and Washington offices. In 1996, she joined Swiss Re New Markets as director of Worldwide Life Reinsurance and CEO of Atlantic International Reinsurance Company. In 1998, Ms. Brown joined MetLife, Inc. as president of New England Products and Services, heading Product Management for individual life, annuity, and small group products for all MetLife companies. She also chaired Security First Group and MetLife’s reinsurance companies, serving on the boards of RGA and separate account funds. In 2002, she was appointed chief actuary of MetLife, heading Risk Management and Valuation of over $250 billion of liabilities worldwide. From 2000 to 2007, she served on the board of the National Association of Variable Annuities and was its chairman in 2004 and 2005. In 2015, she was inducted into the Insured Retirement Institute’s Hall of Fame for leadership and vision to advance the retirement income industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Richard J. Schindler
Executive Vice President of Life Insurance Division of Pacific Life
Mr. Schindler is responsible for and oversees all aspects of the Life Insurance Division. He was promoted to executive vice president of the Life Insurance Division in 2014. Mr. Schindler began his career at Pacific Life in 1990 after working for several insurance carriers over a 20 year period. He served as branch manager for ten years in Pacific Life’s Kansas City branch office. In 2000, Mr. Schindler was promoted to vice president, Branch Offices. He oversaw the successful merger of the FINRA and branch office channels into the regional life insurance office distribution channel in 2002. During this merger he assumed the role of vice president, Independent Producer Channel. In 2006, Mr. Schindler was promoted to senior vice president and chief marketing officer of the Life Insurance Division. In this role, he was responsible for all life insurance sales and marketing functions.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Dawn M. Trautman
Senior Vice President of Product & Strategy Management of Pacific Life
Ms. Trautman serves as senior vice president of the Life Insurance Division. In this role, she is responsible for the Life Insurance Division’s product, marketing, underwriting, information technology, and strategic planning functions. Ms. Trautman joined Pacific Life as a program manager in 2001, overseeing the new business improvement program and the merger of the two primary go-to-market distribution channels. In 2003, she was promoted to director and in 2004 was promoted to assistant vice president, Sales and Marketing Operations. She launched the first field productivity program across 22 regional offices and facilitated efficiency initiatives across the Life Insurance Division’s distribution channels. In October 2006, Ms. Trautman was promoted to vice president and in April 2010, was promoted to senior vice president. Ms. Trautman began her career with Prudential Insurance Company in 1987 and held various positions in the IT and marketing research departments. Her responsibilities included managing policy administration, member services, and direct marketing information systems for a large group health insurance account. After nine years, Ms. Trautman assisted with the transition of the group health insurance systems to the Hartford Insurance Group. In 1997, Ms Trautman joined the consulting firm, Accenture, managing large systems integration and business improvement projects for New York Life and Pacific Life.
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About Pacific Life, Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Tod Nasser
Senior Vice President of Investment Management of Pacific Life
Mr. Nassar serves as senior vice president, Investment Management. In his current role he oversees the general account and advises Pacific Life’s product divisions and subsidiaries on product design, investment opportunities, and hedging strategies. Mr. Nasser joined Pacific Life in 1991 as assistant vice president, Asset/Liability Management in the Pension Investments area. He was promoted to vice president, Asset/Liability Strategies in 1995, and in 2004 he was named chief derivatives officer with responsibility for managing and coordinating all aspects of the use of derivatives at Pacific Life. In 2005, Mr. Nasser joined Investment Management as vice president, Portfolio Management with responsibility over Pacific Life’s general account portfolios. Mr. Nasser was promoted to senior vice president, Investment Management in 2008. In 2010 the Investment Management Division was integrated into the Corporate Division. Prior to working for Pacific Life, Mr. Nasser was employed by First Boston Corporation as vice president in charge of strategy for municipal bond sales and trading. He was also head strategist for Financial Futures and Options.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Carol R. Sudbeck
Senior Vice President of Corporate of Pacific Life
Ms. Sudbeck serves as senior vice president, Corporate, with oversight of Human Resources, Corporate Information Technology, Facilities, and Public Affairs. In this role, she has overall responsibility for all HR areas, including talent management, HR business partners, total rewards and facilities. Ms. Sudbeck also oversees the brand management and public affairs functions for Pacific Life, including the brand advertising program. Effective January 2016, she assumed responsibility of Corporate Information Technology. Ms. Sudbeck serves on Pacific Life’s Management Committee and is Vice Chairman of the Pacific Life Foundation. Ms. Sudbeck joined Pacific Life in 1994 and became director of finance in the Annuities & Mutual Funds Division in 1995. In 1996, she was promoted to assistant vice president, Finance and Training, with responsibilities for financial reporting and accounting functions, as well as the design and development of training programs for the division. Ms. Sudbeck was promoted to vice president of Operations in 1999 and then joined the Corporate Division as vice president, Corporate Audit, in 2002. In 2007, Ms. Sudbeck joined the Human Resources Department as vice president, Talent Acquisition and Development, with responsibility for overseeing the company’s recruiting and onboarding services, executive and management development, training and educational programs, and custom solutions to support the company’s workforce requirements. She was promoted to senior vice president in 2010. Prior to joining Pacific Life, Ms. Sudbeck worked as an auditor with Price Waterhouse specializing in the insurance and financial services industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Thomas Gibbons
Senior Vice President of Tax of Pacific Life
Mr. Gibbons serves as senior vice president, Corporate Treasury, Tax, and Enterprise Consulting. In this role, he oversees the company’s corporate treasury, tax, information security, and business continuity operations as well as other strategic corporate initiatives. Mr. Gibbons joined Pacific Life as vice president, Tax in 2004. Prior to joining Pacific Life, he served as a tax partner for Deloitte & Touche from 1998-2004 and was responsible for the Western Region’s Insurance Tax Practice. From 1995 to 1998, Mr. Gibbons served as a tax director for an insurance unit of General Electric Capital Corporation. Mr. Gibbons’ experience includes managing various aspects of insurance company corporate operations including cash and liability management, capital transactions, investment products, corporate taxation, information security, business continuity, and enterprise risk management.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Lorene Gordon
Senior Vice President of Operations & Program Management Office of Pacific Life
Ms. Gordon joined Pacific Life in 1995 and was promoted to vice president of Operations and Program Management Office for Pacific Life’s Retirement Solutions Division (RSD) in 2004 and to senior vice president on April 1, 2015. In this role she has overall responsibility for the service and administration of all RSD lines of business, ensuring exceptional service to financial advisors, brokers and contract owners. Ms. Gordon is also responsible for the oversight and direction of the Program Management Office which drives the division’s strategic initiatives. She oversees two Third-Party Administrator outsourcing relationships for Mutual Funds and Institutional & Structured Settlement products. Under her direction, RSD’s call center has been the recipient of several DALBAR Awards for service excellence. Ms. Gordon began her career with E.F. Hutton & Company, Inc. and later joined Eden Financial. With over 25 years of experience in insurance and financial services, she has extensive knowledge in sales and marketing, product development, operational compliance, and administration. She is an active member and former chair of the Insured Retirement Institute (IRI) Operations and Technology Senior Steering Committee, which seeks to shape industry change and automation.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Kathy Melgar
Assistant Vice President, Product Delivery of Pacific Life
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Howard Hirakawa
Senior Vice President of Investment Advisor Operations of Pacific Life
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Joseph E. Celentano
Senior Vice President & Chief Risk Officer of Pacific Life
Mr. Celentano was named Chief Risk Officer in 2012 and serves as senior vice president, Enterprise Risk Management. In this role Mr. Celentano oversees the development and implementation of the company’s risk strategy and risk appetite across all business lines and is responsible for identifying, assessing and prioritizing risks across the organization and chairs the Enterprise Risk Committee. He also oversees the maintenance and use of the company’s economic capital model. Mr. Celentano joined Pacific Life in 1992 as assistant vice president, Product Management, in the Institutional Products Division. In 1999, he was promoted to vice president, Structured Products, and was named senior vice president, Product Management, for the Investment Management Division in 2006. Prior to joining Pacific Life, Mr. Celentano held positions at Travelers Insurance Company and CIGNA in Hartford, CT. Mr. Celentano also has served as an adjunct professor at the University of California, Irvine in the areas of accounting and investments.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
