Fundraising Fox

Brian

Investor

Co-founder at Saas Ventures, L.L.C.

Washington, District of Columbia, United States

About

Co-founder of SaaS Ventures and Pennington Partners & Co. A financial entrepreneur with decades of capital markets and operating experience focused on building enduring businesses.

Experience

  1. SaaS VenturesCo-Founder and Partnercurrent2017 β€” presentBethesda, MD
  2. Pennington Partners & Co.Co-Founder and CEOcurrent2016 β€” presentWashington D.C. Metro Area
  3. Academy of FinanceAdvisory Board Member2007 β€” 2017Howard County, Maryland
  4. Merrill LynchVice President/SVP2010 β€” 2015Columbia, Maryland
  5. Morgan StanleyAssociate2007 β€” 2010

Education

  1. University of Maryland - Robert H. Smith School of BusinessInternational Business B.S.
  2. The University of Chicago Booth School of BusinessExecutive Education For Certified Private Wealth Advisor Designation From IMCA, Certified Private Wealth Advisor Program
  3. The Wharton SchoolExecutive Education For Certified Investment Management Analyst Program From IMCA, Certified Investment Management Analyst Program

Skills & more

Financial Advisory26Investments20Finance15Investment Management13Investment Strategies10Hedge Funds8Management7Strategic Financial Planning5Entrepreneurship5Alternative Investments5Private Equity5Venture Capital3
+9 moreInvestment BankingFinancial ServicesAngel InvestingFamily Office ManagementEstate PlanningFinancial PlanningStrategic PlanningFinancial ModelingPortfolio Management
  • Certified Private Wealth Advisor β€” Investment Management Consultants Association
  • Certified Investment Management Analyst β€” Investment Management Consultants Association

From Brian's professional profile.

Same school

Shared employers

Colleagues at Saas Ventures, L.L.C.