Joe Escalada
Chemistry graduate from Caltech, MSc from Berkeley and MBA from University of California at Davis. Experience as researcher and analyst at various institutions.
| Headline: | Scientist |
| Industries: | Cleantech, Financial |
| Skills: | Business, Copy Writing, Editing, Investment, Writing |
| Groups: | Big Bang! Business Plan Competition |
| Interested in: | Consulting opportunities, Employment opportunities, Internships, Joining a startup, Meeting new people, Offering Expertise, Professional opportunities |
| Schools: | California Institute of Technology, University of California System - Berkeley, University of California System - Davis |
WORK EXPERIENCE
| Employer: | CalPERS, Sacramento, CA |
| Position: | Analyst Intern |
| Time period: | July 2008 - May 2009 |
| Description: | • Facilitated credit analysis using Bloomberg and SEC filings for CalPERS fixed income division.
• Industry coverage included energy, chemical, financial, and utilities sectors. |
| Employer: | Charles Schwab, San Francisco, CA |
| Position: | Analyst Intern |
| Time period: | May 2008 - July 2008 |
| Description: | • Improved understanding of mutual funds by expanding analysis to untapped data sources.
• Gathered fund data from Bloomberg, Morningstar, SEC filings, and surveys. • Analyzed fund data for research, proprietary rating system, and diligence. |
| Employer: | Wells Fargo Business Real Estate Finance |
| Position: | Analyst |
| Time period: | January 2007 - September 2007 |
| Description: | • Analyzed $1 billion portfolio, $350 million originations/month, and 1,500 applications/month. Released quantitative findings in division-wide reports which were used by the division president to gauge marketing channel volumes, underwriting efficiency, and approval rates.
• Modeled regional market potential using DataQuick, Wells Fargo internal databases, and Small Business Administration resources. • Developed Salesforce.com as the primary tool for 18 sales coaches to manage 25,000 brokerages. Presented Salesforce.com to division president and senior vice-presidents. Trained sales coaches via a four-part Microsoft NetMeeting conference call seminar. Coordinated user requirements, manager requirements, and software limitations. • Utilized SQL, SAS, and advanced Excel features for data analysis and manipulation. |
| Employer: | Bridge Capital Corp |
| Position: | Analyst |
| Time period: | April 2006 - January 2007 |
| Description: | • Generated reports to forecast and track $400,000-$700,000 monthly company pipeline.
• Distributed 100-200 marketing leads derived from $100,000/month online marketing according to loan officer profitability and licensing. • Guided management in the analysis of loan officer performance. • Managed recruiting advertisements and searches for maximum return on investment. • Facilitated broker education and licensing requirements across multiple states. |
| Employer: | UC Berkeley |
| Position: | Graduate Researcher |
| Time period: | September 2003 - February 2006 |
| Description: | • Routinely worked 60+ hours/week while managing shifting priorities to simultaneously conduct research, teach courses, and take courses.
• Independently generated research projects and experimental methods. • Analyzed science literature to anticipate trends and guide research projects of academic interest. • My research was presented at UC Berkeley, at the 2005 Gordon Conference, and will be presented at the 2007 American Chemical Society Meeting in Boston. • Instructed over 100 graduate and undergraduate students in three classes. |
| Employer: | GE Global Research |
| Position: | Research Intern |
| Time period: | July 2002 - September 2002 |
| Description: | • Generated innovative flame retardants to meet government standards and consumer appeal. |
| Employer: | Caltech Summer Research Fellowship |
| Position: | Research Fellow |
| Time period: | June 2001 - September 2001 |
| Description: | • Utilized established methods to make new molecules. Presented work to graduate students and professors. |
EDUCATION
| University: | University of California System - Davis |
| Time period: | 2007 - 2009 |
| Degree: | Finance, MBA |
| University: | University of California System - Berkeley |
| Time period: | 2006 |
| Degree: | Chemistry, MSc |
| University: | California Institute of Technology |
| Time period: | 2003 |
| Degree: | Chemistry, BSc |
INFORMATION
| Clubs: | • UC Davis Finance Club
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Joe's Startups (2)
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Value Research
Posts based on public information designed to inspire or streamline investment research.
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Joe's Contacts (1)
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Benjamin Moscatello
Recently graduated with an MBA from UC Davis: Graduate School of Management. Experience in venture capital research within financial information services and market research within tech sector.