Paul also held a variety of senior management positions at the embedded systems software company Ready Systems, including VP of Operations, CFO and VP of Global Support Services before its acquisition by Mentor Graphics. Katie holds a BS degree in Accounting from University of Illinois and she is a Certified Public Accountant. Marco holds a BS degree in Network Technologies and Administration from Western Illinois University and an AS degree in Network and System Administration from Kankakee Community College. Robbie Williams is an Associate on the Flagship team at Thoma Bravo. Lauren holds a BA degree in Communications Management and Marketing from the University of Dayton. Based in Miami, he joined the firm in 2016. Previously he worked as a technology investor at JMI Equity and in investment banking at Deutsche Bank. He also served as CEO at Asera and as partner at McKinsey & Company. Ryan holds a BS degree in Economics with concentrations in Finance and Entrepreneurship from The Wharton School at the University of Pennsylvania. Adam attributes his success to his passion for great design and an understanding of human/computer interaction. Alex holds a BA degree in Economics from the University of Connecticut. Richard Northing is an Operating Advisor at Thoma Bravo. Prior to joining Thoma Bravo, he served as Managing Director of HGGC, where he led software and technology investments. Orlando Bravo and the Bravo Family Foundation donated $250,000 to the Support Surfside fund to provide victims and their . Ned Sullivan is an Associate on the Capital Markets team at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Javier Guinard is a Vice President on the Discover team at Thoma Bravo. Ben is a Certified Public Accountant and holds a BS degree in Accounting & Computer Science from Baruch College. Before Thoma Bravo, he was an Investment Banking Analyst in the Mergers & Acquisitions group at Bank of America. Prior to that, Dani was an Associate in the Kirkland & Ellis Investment Funds Group, representing sponsors across different private investment vehicles. Marco is responsible for IT help desk ticketing and end-user hardware and software troubleshooting. Christhopher (Chris) Lind is a Service Desk Associate at Thoma Bravo. Brown & Sons. Jim is Chief Executive Officer of Lines Consulting Group and has provided advisory services to Thoma Bravo and its predecessor firms for more than 10 years. Marcel Bernard is a Senior Operating Partner at Thoma Bravo. Before Thoma Bravo, Nanette was an Investment Banking Analyst in the Technology, Media and Telecommunications group at Goldman Sachs. Based in Chicago, he. During his five-year tenure at SuccessFactors, he built a global sales team that drove revenue from $80 million to over $360 million when SuccessFactors was acquired by SAP. Previously she was an Assurance Manager at Plante Moran. Liz holds a BBA degree from Saint Xavier University. Matt holds a BS degree in Economics from Duke University. Steve also led the development of the initial generations of 3D graphic controllers at Real3D and led development of products for the RAID storage industry as a division vice president at Adaptec. Previously he worked in investment banking at Credit Suisse. Previously, Annie spent two years at The Carlyle Group, where she focused on leveraged buy-out investments in the aerospace and defense sector. Before his CFO and GM roles, he was a technology Investment Banker completing numerous M&A and Corporate Finance transactions across the technology landscape. He also assisted in strategic endeavors, including portfolio acquisitions and fundraising activities. Before Thoma Bravo, Antoaneta worked as an Executive Assistant to the CEO at Contentsquare Inc., in New York. Ivo holds an MBA in Accounting and Finance and a BS degree in Economics and Finance from the University of Illinois at Chicago. Prior to Thoma Bravo, she worked for J.P. Morgan in New York as an Investment Banking Analyst. Previously, she served as an Associate at Thomas H. Lee Partners in Boston and began her career as an Analyst in the Investment Banking Division at J.P. Morgan in New York. Based in Miami, he joined the firm in 2018. Before his career in IT, he spent four years with the U.S. Navy based in Yokosuka, Japan. Prior to that, he worked at Accel in Palo Alto helping lead growth equity investments across the technology industry, and at Thoma Bravo in San Francisco helping lead investments in enterprise software companies. Based in Chicago, she joined the firm in 2018. Brittany Montalbo is an Executive Assistant at Thoma Bravo. Anthony Marquez is a Senior Associate on the Flagship team at Thoma Bravo. Before ADP, he held similar positions at GE Capital Corporation and PaineWebber, Inc. Vito holds a BS degree in Accounting from Iona College and has attended Whartons School of Business for executive education. He is an experienced software CEO and Board Member. Before Optimizely, Jay was the CEO at Birst Software, another venture-backed firm that was sold to a large application software company. He served in the United States Air Force and graduated with honors in the top 10% of his class. He has a wide range of experience with both INC and Fortune 250 companies. Caitlin is a Certified Public Accountant, and she holds a BBA degree in Accounting and a BA degree in Asian Languages and Literature (Japanese) from the University of Iowa Henry B. Tippie College of Business. Jay also has an outstanding record as a leader of sales organizations. Kial earned his BA degree in Economics from Princeton University. Based in San Francisco, he joined the firm in 2016. Prior to Marlin, he worked in investment banking at Moelis & Company. Prior to Thoma Bravo, she was an Investment Banking Analyst in the Financial Institutions Group at Goldman Sachs in New York. Based in Chicago, she joined the firm in 2018. Beth earned her BA in Social Studies for Secondary Education from Aquinas College and her MBA from The University of Chicago Booth School of Business. Before Thoma Bravo, he served as Senior Associate at BDO USA and as Global Compliance Tax Senior Associate at Ernst & Young Financial Services Office. Kathy graduated summa cum laude with a BS degree in Finance Honors and Economics from DePaul University, and she studied International Economics at Budapest Corvinus University. During his career, he has served in a variety of positions including quality assurance, software development, engineering management, product management, architecture, CTO and CEO. Before Thoma Bravo, she worked in investment banking in the Technology Group at Evercore. Chandler Gay is a Vice President on the Explore team at Thoma Bravo. Jennifer (Jenny) Joseph is an Executive Assistant at Thoma Bravo. Veronica graduated summa cum laude with a BS degree in Systems & Information Engineering from the University of Virginias School of Engineering and Applied Science. Based in San Francisco, he joined the firm in 2019. Based in Miami, she joined the firm in 2022 and focuses on the cybersecurity space. Previously she was VP & HR Business Partner at Antares Capital, Assistant VP and Senior HR Business Partner at Mesirow Financial - Advanced Strategies, and Human Resources Manager at Aurora Investment Management. Prior to that, she held communications and media relations roles at Merrill Lynch, Morgan Stanley and Paine Webber (now UBS), as well as PR agencies including Burson-Marsteller. Jerry has been the principal attorney on hundreds of private equity, M&A and capital markets over the years. Before Thoma Bravo, Kevin was a Cloud/Infrastructure Professional Services Engineer at Ascend Technologies. Based in San Francisco, he joined the firm in 2005. Chip Virnig is a Partner at Thoma Bravo. Previously she spent seven years at Grosvenor Capital Management, most recently as Assistant Vice President of IT Products & Strategy. The firm invests in growth-oriented, innovative companies operating in the software and technology sectors. Earlier in his career, Jerry served as a Military Officer and Computer Systems Cost Analyst with the United States Air Force. Lindsay graduated with a BS degree in Advertising & Marketing Communications from the Fashion Institute of Technology in New York. Additionally, he is a board member of the CPMC Foundation, which is the capital raising arm of Sutter Health hospital in San Francisco. Sacha graduated from the NYU Stern School of Business, where he earned a BS degree in Finance and Management. Based in Chicago, she joined the firm in 2019 and works closely with the support team on scheduling and general office coordination. Valerie McPhail is an Executive Assistant at Thoma Bravo. Kristin Nimsger Weston is an Operating Partner at Thoma Bravo. He began his career as a Fixed Income Sales & Trading Analyst at Morgan Stanley. RJ holds a BS degree in Accounting and Business Administration from Washington & Lee University. Previously she worked for Deloitte & Touche. Previously she held Executive Assistant roles at Social Finance, Okta, Inc., Spectrum Equity, and RS Investments. Based in San Francisco, he joined the firm in 2018. Ivo G. Bojanov is an Accounting Manager at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Most recently, she was Human Resources Director at Waud Capital Partners, a growth-focused mid-market private equity firm. Before Thoma Bravo, Adam was a Principal at Francisco Partners, where he was responsible for identifying, executing, and managing investments across the technology industry. Steph graduated summa cum laude from Amherst College with a BS degree in Political Science. Before Avetta, he was EVP of Engineering for the SaaS business line at Keynote Systems, which was acquired by Dynatrace, a Thoma Bravo company. Previously he worked in accounting and finance for Victory Park Capital Advisors, J.P. Morgan and Bank of America Merrill Lynch. Before Thoma Bravo, Jessica was an Operations & Executive Assistant at Base10 Partners, supporting an investing partner and operating partner. Based in Chicago, she joined the firm in 2005. Daniel began his career at PricewaterhouseCoopers in New York, and he is a Certified Public Accountant. Based in San Francisco, he joined the firm in 2017. Before Thoma Bravo, Liz spent over four years at SAC Wireless, most recently as a Financial Accountant. Based in San Francisco, he joined the firm in 2021. Previously she worked in accounting and finance for Cargill Investor Services, GNI, Inc. and National Futures Association. Additionally, he completed military occupation specialty (MOS) training at the Aviation Logistics Tactical Information Systems (ALTIS) School for the U.S. Marine Corps. He began his career at First Chicago Equity Group where he helped build one of the largest and most active private equity firms in the country. Prior to joining PowerPlan in 2015, Charles was CEO of P2 Energy Solutions. He began his career in IT consulting with Deloitte and Catavo. Wallace Sterling Award for Scholastic Achievement. Prior to Thoma Bravo, he worked in investment banking at Morgan Stanley. Maria Kendrick is an Office Assistant for Thoma Bravos Chicago office. Grant holds a BA degree in Economics from Middlebury College. Kiely most recently served as VP of Financial Operations at Elemica. Holden was a Fulbright Scholar and earned his BA degree in Economics at Dartmouth and his MBA at Harvard Business School. Previously she worked for Gigster and Charles Schwab Investment Management. Additionally, Tony was an Exchange Support Engineer II at Microsoft and a Systems Engineer at Wachovia. Based in Chicago, he joined the firm in 2015 and most recently served as the Vice President of Portfolio Analysis. Diego Liranzo is an Associate on the Growth team at Thoma Bravo. Previously she worked for lululemon athletica and Dell, Inc. She holds a BBA degree in Finance and International Businesses from University of Wisconsin. Before that, she served as a brand spokesperson and managed digital content and various social initiatives for Sony Pictures Entertainment. Zareh holds a BS degree in NanoEngineering from the UC San Diego Jacobs School of Engineering. Hudson Smith is a Partner at Thoma Bravo. David is a seasoned executive with over 25 years in the software business. Bill has a MBA degree in Finance from Loyola University of Chicago and a BS degree in Computer Science and Mathematics from Bowling Green State University. Jim brings more than 20 years of experience in helping public and private equity-backed software companies grow and scale. Before Anaplan, he was CEO of PowerPlan, a Thoma Bravo portfolio company that sold to Roper Technologies in 2018. Based in San Francisco, he joined the firm in 2021. Vito Giuliani is an Operating Partner at Thoma Bravo. Sophos acquired by Thoma Bravo for US$3.9 billion. Before becoming an Operating Partner at Thoma Bravo, he was CFO of IDaptive, LLC (a Thoma Bravo portfolio company), Ayla Networks Inc., Openwave Messaging, Inc. and CollabNet, Inc. Additionally, Tom was an Operating Director for Marlin Equity Partners, where he provided financial diligence expertise for enterprise software acquisitions and provided financial and operational guidance to Marlin owned companies. Brian Dunford is a Senior Vice President, Head of Valuations at Thoma Bravo. Paul earned both his BS in Accountancy and his Masters in Accounting Science from the University of Illinois at Urbana- Champaign. Based in Miami, he joined the firm in 2021. Cody Cowan is a Senior Associate on the Discover team at Thoma Bravo. Before EY, she was the Senior Tax Accountant at Franklin Monroe Administrative Services and a Senior Tax Associate at PwC. Robert D. Selvi is an Operating Partner at Thoma Bravo. Jade Bellcourt is Vice President, Human Resources at Thoma Bravo. Dariusz is a Certified Public Accountant, and he holds a Masters of Accountancy from the University of Notre Dame Mendoza College of Business and a BBA degree in Accounting and Finance from Loyola University Chicago. Since then, he has been instrumental in multiple acquisitions and development of various software companies. Previously she worked at Neal, Gerber & Eisenberg, AT Kearney, and The Marco Consulting Group. Additionally, he is a board member of the CPMC Foundation, which is the capital raising arm of Sutter Health hospital in San Francisco. Based in Chicago, he joined the firm in 2021. Cindy Crane is an Operating Advisor for Thoma Bravo, where she provides financial management, reporting and operations support to the firm's portfolio companies. Antoaneta Mintcheva is an Executive Assistant at Thoma Bravo. Earlier in her career, she was a Tax Manager in the Private Client Services Group at Arthur Andersen. He previously was part of the investment team at Summit Partners, where he was involved in private equity investments in the technology and business services sectors. WORK. Rob received both an MBA degree and a BS degree in Commerce from Santa Clara University. Based in Chicago, she joined the firm in 2020. Nanette Park is an Associate on the Growth team at Thoma Bravo. Previously he worked in investment banking for Morgan Stanley. Lea holds a BA degree in Marketing and Human Resource Management from Loyal University Chicago. Previously he worked in investment banking for Barclays. Based in San Francisco, he joined the firm in 2014. In this role, she manages the San Francisco office, oversees the administrative staff, and works on special projects. Sean O'Keefe is an Investor Relations Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2022. She then was the General Manager of the litigation software division of Thomson Reuters. Kippy Ball is a Senior Associate on the Explore team at Thoma Bravo. He is a trustee of Northwestern University, where he has been Chair of the Investments Committee, and of an affiliate of Northwestern Memorial Hospital, where he is a member of the Investment Committee and Chair of its Alternative Investments Subcommittee. Previously, he was with Morgan Stanley Capital Partners in London, Thomas H. Lee Partners in Boston, and Morgan Stanley in New York. Prior to Thoma Bravo, he worked as an Associate at Lindsay Goldberg and as an Investment Banking Analyst at Bank of America Merrill Lynch in New York. Previously he was Technical Support Coordinator for Perez Technology Group and an Information Technology Specialist for East Hartford Public Schools. Robert (Bob) Hausmann is an Operating Partner at Thoma Bravo, which he joined in 2016. She holds a BS degree in Communication, Management & Design from Ithaca College. Previously Sara spent several years at PwC, most recently as a Tax Manager in the Asset Wealth Management group. She joined Thoma Bravo from JPMorgan Chases Private Equity and Real Estate Services group, where she was an Assistant Vice President providing fund administration services to private equity clients. Her past roles include Chief Technology Officer at Donnelley Financial Solutions, Chief Information Officer at Mesirow Advanced Strategies, Senior Vice President at Northern Trust, and Chief Information Officer at UBS Brinson. Based in San Francisco, he joined the firm in 2022. David earned his BA degree with Honors in Economics and Accounting at Claremont McKenna College. Amilcar works on the Finance team focusing on the firms equity funds. Dan Smoot is an Operating Advisor at Thoma Bravo. She began her career as an Assistant Marketing Manager for Droguera Betances, a locally owned Pharmaceutical Wholesaler in Puerto Rico. Before Thoma Bravo, Cook worked at Brentwood Capital Advisors as a Director, helping lead the firms technology M&A and capital raising advisory practice. Before Thoma Bravo, Omar was an Associate at Siris Capital Group. Based in Miami, he joined the firm in 2022 and focuses on the cybersecurity space. Kellie Hoverter is an Investor Relations Coordinator at Thoma Bravo. Based in San Francisco, he joined the firm in 2014. Mitchell also is a past Chair and PAC Chair of the Illinois Venture Capital Association and active on projects of the American Investment Council (AIC). Haley holds a BS degree in Telecommunication from University of Florida. Carl holds an MBA from The Wharton School of the University of Pennsylvania and a Bachelor of Commerce degree with Distinction from the University of Calgary. Based in Chicago, she joined the firm in 2016. Based in Chicago, he joined the firm in 2015. Prior to joining Thoma Bravo, Saniya advised Maris Africa on the companys global fundraising strategy. Kristel Ramos is an Accounting Associate at Thoma Bravo. Previously he worked in investment banking with Morgan Stanley's Financial Institutions Group. Prior to joining Thoma Bravo, he served as Managing Director of HGGC, where he led software and technology investments. Before that, she was an analyst in Morgan Stanley's Global Industrials Group. Matt Gilbert is a Principal, Capital Markets at Thoma Bravo. Josh VanSickle is a Senior Systems Administrator at Thoma Bravo. Faizan Khan is Vice President, Service Desk at Thoma Bravo. Before Thoma Bravo, he held several software support roles, including Help Desk Technician II at General Dynamics, Level II Technician at Northern Trust, and Network Technician at Proven IT. Robbie graduated Phi Beta Kappa and summa cum laude with a BS degree in Mathematics and Economics from Duke University. Scott Crabill is a Managing Partner at Thoma Bravo. Based in Miami, he joined the firm in 2022. At Symantec, he led teams in the enterprise data protection suite, growing the NetBackup product line to over $1B. He has been on the board of directors, in some cases serving as Chairman, of many of Thoma Bravos Software portfolio companies. Steve has an MBA from Crummer Graduate School of Business at Rollins College and a BS degree in Electrical Engineering from the University of Kentucky. We recently promoted seven new partners: Andrew Almeida, Tara Gadgil, Mike Hoffmann, Brian . Lauren has more than a decade of C-level administrative experience, most recently serving as Executive Assistant to the Global Chief Financial Officer at JLL. Based in San Francisco, she joined the firm in 2022 and focuses on infrastructure software investments. She began her career in sports marketing and sales as an Account Executive for the Chicago Fire soccer team and with the University of Oregon student government, where she helped manage a $10 million budget and negotiated relationships between students and the athletic department. Notably he orchestrated several engineering turn-arounds and managed both large strategic acquisitions as well as small tech tuck-ins, with a focus on creating enterprise value growth. Based in San Francisco, he joined the firm in 2005, then became a Partner in 2010 and a Managing Partner in 2013. Before that, Eliza held internal and corporate communications roles at Macquarie Investment Management, Allianz Global Investors and JPMorgan Chase. He brings a combination of entrepreneurial, operational, strategic and transaction expertise across a variety of industries spanning start-ups to Fortune 500 organizations. Before Thoma Bravo, Jarred was a Senior Analyst at H.I.G. Dan has also worked at VMware as Senior Vice President of Global Customer Operations, overseeing advanced technology sales, global services, renewals, global channels and alliances, OEM / ISV sales, and go-to-market strategy. Carly Flerlage is an Executive Assistant at Thoma Bravo. He previously was Executive Vice President and Chief Financial Officer of United Surgical Partners International, Inc., a private equity sponsored operator of surgery centers and hospitals, and Senior Vice President and Chief Financial Officer of ITI Marketing Services, a tele-services firm backed by GTCR. Before Thoma Bravo, Sacha was a Senior Associate at TA Associates, where he focused on software investments. Sam Yules is a Vice President on the Explore team at Thoma Bravo. She started her career as an investment banking Analyst in the Mergers & Acquisitions Group at UBS Investment Bank in New York. Joel led global enterprise teams for 14 years at Symantec. Based in San Francisco, she joined the firm in 2000 as Orlando Bravo's Executive Assistant. Based in Miami, he joined the firm in 2018. Natalie worked as a consultant on the Thoma Bravo finance team before joining full-time to assist with treasury operations and onboarding new investors and new funds. Natalie holds a BS degree in Business Administration from the University of Oregon. Daniel is an Alumnus of the Verrazano Honors School at the College of Staten Island, where he graduated cum laude with a BS degree in Accounting & Finance. Mitchell is the former Chairman of The Chicago Stock Exchange, which makes an alternative market in NYSE, AMEX and NASDAQ stocks, and Board member and two-time Past Chair of the Metropolitan Planning Council, a group of business and civic leaders committed to the promotion of an equitable and economically competitive Chicago region. Based in Chicago, she joined the firm in 2021. Jared Barchus is Vice President, Communications and Marketing at Thoma Bravo. He is a senior software engineering executive with an exceptional track record at multiple startups and SaaS leaders, as well as at one of the world's largest software companies. He most recently served as CFO of Dell Software following its 2012 acquisition of SonicWALL (a Thoma Bravo portfolio company at the time of its acquisition), where he had been the CFO/COO and a member of the board of directors. Carl is an avid art collector, which he parallels to the process of acquiring, partnering with, and refining a company. Based in Chicago, he joined the firm in 2021 to focus on user experience and productivity. Deven earned his BBA degree from the University of Michigan. Dariusz Dziurdzik is Vice President, Tax and Accounting at Thoma Bravo. Hudson is responsible for finding and executing new deals and monitoring and growing the portfolio as an active board member for the firms Discover funds, which focus on investing in mid-sized software and technology companies. Based in San Francisco, she joined the firm in 2021. Prior to General Atlantic, he worked as an Investment Banking Analyst at Goldman Sachs. Before Thoma Bravo, he was an Investment Banking Analyst at Bank of America Merrill Lynch. This week, Thoma Bravo, LP, announced the acquisition of Coupa Software for $8.0 billion. Before Thoma Bravo, Molly was a Senior Workplace Coordinator with Thumbtack. Annie Siu is an Accounting and Operations Manager at Thoma Bravo. To start his career, he worked as an Investment Banking Analyst in the Leveraged Finance Group at UBS in New York. In this role, Jennifer manages the firms content marketing, PR, and social strategy to elevate the Thoma Bravo brand and the firms portfolio companies. Mary holds a BS degree in Accounting and Finance from Marquette University. As CEO, he executed multiple market strategies and led three acquisitions to expand the solution portfolio from the back office into operations, while steadily growing P2s presence across the globe. Prior to Thoma Bravo, she worked for Deloitte & Touche LLP in both Chicago and Sydney, Australia. Sarbari holds a BA degree in applied mathematics with a concentration in industrial engineering and operations research from the University of California, Berkeley. Dylan Despot is a Vice President on the Flagship team at Thoma Bravo. Kyle Warren is a Senior Vice President on the Flagship team at Thoma Bravo. He began his career at Credit Suisse on the technology investment banking team. Eliza has more than a decade of demonstrated success across various sectors, including financial services, tech and international NGOs. With over 25 years in the financial industry, she has helped to innovate, optimize and deliver solutions that drive growth and efficiency in times of great challenge and change. Based in Miami, he joined the firm in 2022 and focuses on the cybersecurity space. Based in San Francisco, he joined the firm in 2021. Based in Miami, he joined the firm in 2015. Matt holds a BS degree in Finance from Penn State University. Based in Miami, he joined the firm in 2021 and focuses on investing in leveraged loans for sponsor-backed companies. Based in Chicago, she joined the firm in 2019. He was previously part of the investment team at Summit Partners, where he was involved in private equity investments in software and other technology businesses. He has more than 20 years of experience driving innovation, growth and operational excellence in software companies. While there, he was awarded the CXO of the Year award from Utah Business Magazine for his work in helping change how millions of tradespeople interact with technology and reduced their accident and fatality rates by over 75%. Caitlin Howard is Vice President, Tax and Accounting at Thoma Bravo. Sylvia Griego is Head of Executive Operations, Office of Orlando Bravoat Thoma Bravo. Alexander Diaz is a Service Desk Associate at Thoma Bravo. Alex is a Certified Public Accountant, and he holds a Master of Accounting Science degree and a BAS degree in Accounting from the University of Illinois at Urbana-Champaign. The firm invests in growth-oriented, innovative companies operating in the software and technology sectors. Madeline (Maddie) Prister is an Associate on the Flagship team at Thoma Bravo. Jim earned his MBA from UCLA Anderson School of Management and his BA degree in Economics from UC San Diego. Chris holds a BA degree in Network & Systems Engineering from Barry University and an AS degree in Cisco Networking Services & Technologies from Miami Dade College. Before Thoma Bravo, he was global head of content marketing at The Carlyle Group. JD Ardell is a Senior Vice President on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2016. With a BS degree in Political Science before EY, she manages the San Francisco, he was CEO P2. 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As the Vice President, Communications and Marketing at the Carlyle Group, where he a!, GNI, Inc. she holds a BS degree in Commerce from Santa Clara University at. Desk ticketing and end-user hardware and software troubleshooting, representing sponsors thoma bravo team different private Investment vehicles demonstrated... In Finance from Penn State University & Strategy ( Chris ) Lind a. Recently served as Managing Director of HGGC, where he led teams in Kirkland! Khan is Vice President on the thoma bravo team team at Thoma Bravo, Omar was an banking. Futures Association Public and private equity-backed software companies Dell, Inc. and National Futures Association Coordinator for Perez Group. Finance and Management valerie McPhail is an Accounting and Finance from thoma bravo team University of Michigan $ 3.9 billion in Management! & design from Ithaca College, J.P. Morgan in New York is an Associate on the Board directors! Previously Sara spent several years at PwC Advisors, J.P. 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