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Strategic Advisors

 

Our strategic advisors are all distinguished economics majors and graduates of Pomona College. The company they represent is shown after their name in parentheses.

 

Alan Boyce '84 (Wells Fargo)
Portfolio Manager
Soros Management Fund
New York, NY

After graduating from Pomona, Alan worked for two years as an economist for the Board of Governors of the Fed. He then got an MBA at Stanford. During the Stanford years he interned for two years at Solomon Brothers. After Stanford he began working as a trader for Bankers Trust until the announcement of its merger with Deutsche Bank. At that time he moved to George Soros, which manages the largest hedge fund in the world. In addition to his work as a portfolio manager, under the aegis of George Soros Alan has been involved in assignments with the governments of Argentina and Mexico.

 

David Cho '00 (Wendy's)
Analyst
Bain & Company
Los Angeles, CA

David graduated from Pomona with a major in economics, and then went to work as a consultant with Bain & Company. He has risen through the ranks at Bain, working mainly out of its Los Angeles office. He also spent a year in Bain’s offices in Singapore and Hong Kong. David has completed a wide range of projects including assignments in semiconductors, IT services, transportation, telecommunications, and computer manufacturing. At Pomona College he was for three years captain of the golf team, and he still combines golf with passions for travel and football.

 

Kent Fisher '86 (Boeing)
Kent Fisher is a Vice President at Boeing where he has responsibility for the firm’s understanding of the future of commercial aviation – where demand for commercial aircraft and services will come from, what business models, trends and political factors will be most important, and ultimately where and how passengers and freight of the future will want to move.  His team’s analyses serve as the basis for forming of Boeing strategy, product decisions, marketing communication, and sales tactics.  He took this position in June 2002. Prior to this, Kent directed the programs of Boeing’s Air Traffic Management unit, with broad responsibility for leading the company’s efforts in developing effective, affordable solutions to increase global air traffic capacity.  Kent previously served as director, Commercial Airplane Group Sales where he managed several high-visibility accounts, including American Airlines, Atlas Air, WestJet and Midway Airlines.  From 1996 to 1998, he was responsible for assisting Commercial Airplanes customers with their financing needs as a director in Customer Financing. Before joining Boeing, Kent held various positions at Price Waterhouse, in its litigation and bankruptcy-consulting group in Los Angeles and Seattle.  Kent has a bachelor’s degree in economics from Pomona College and a master’s degree in business administration from the UCLA. 

 

Tim Forest '95 (Continental Airlines)
Director, Retail Branch Strategy & Infrastructure
Charles Schwab & Company
San Francisco, CA

Following graduation from Pomona in economics, Tim worked with McKinsey & Company as a business analyst in their Los Angeles office. He then earned his MBA at the Stanford Graduate School of Business and returned to McKinsey in San Francisco for two more years as an associate. While at McKinsey, Tim worked on strategy projects in the sectors of financial services, technology, healthcare, and not-for-profit. After leaving McKinsey in mid-2001, Tim joined Charles Schwab to manage strategy and operations projects impacting their retail brokerage business, including 400 investment centers. Projects so far have included redesigning the incentive compensation structure for 1500 retail brokers, analyzing "best practices" for referrals of retail clients to third-party financial advisors, and redesigning aspects of Schwab's mass-affluent client segment offer.

 

Peter Harding '97 (Dell)
Associate
DCM - Doll Capital Management
Menlo Park, CA

Peter is an Associate at DCM focused on enterprise applications and wireless software companies. DCM is an early stage venture capital firm that invests in the communications, networking, wireless, software and storage systems sectors. Prior to joining DCM, Peter worked as an Associate for Epoch Partners which was sold to Goldman, Sachs in 2001. Before Epoch, Peter worked for Merrill Lynch in London as an investment banking analyst in the Biotechnology and Pharmaceuticals group. He began his career with the Merrill Lynch in Los Angeles working with technology and healthcare companies on both M&A and convertible financing transactions. He majored in economics at Pomona College and graduated in the class of 1997.

 

Philip B. Hathaway '00 (Clorox)
Analyst
Barrington Associates
Investment Bankers
Los Angeles, CA

Since completing his B.A. in economics at Pomona College, Phil has worked as an analyst for Barrington Associates, a premier M&A investment bank located in Los Angeles. As this position, Phil supports ongoing transactions by conducting industry research, preparing financial models, writing portions of investment memoranda and performing other analytical work to assist transaction teams. Analysts work directly with senior firm members and clients throughout an engagement. Phil's experience includes the sale of WARCO, a rubber manufacturer, to a private investment group as well as the sale of Keystone RV to Thor Industries in a $150 million transaction that created the largest manufacturer of travel trailers and fifth wheels in the country.

 

Susan V. Helfrey '92 (Borders)
Director of Finance
PayCycle, Inc.
Palo Alto, CA

Susan V. Helfrey is Director of Finance at PayCycle, Inc. in Palo Alto, California. PayCycle is a leading provider of web-based payroll services for small businesses. PayCycle started in 1999 with the vision of using the Internet to provide an easy and low cost way for small businesses employers to handle their payroll. At PayCycle, Susie is responsible for all finance functions: planning, analysis, cash management, and accounting.  Prior to joining PayCycle in 2002, Susie worked as VP Operations for NextMonet, a direct marketer of fine art, where she was in charge of all customer service and framing operations.  Before NextMonet, she worked with IBM in supply-chain logistics and finance.  Prior to IBM, she worked in the treasury department of Exxon Corporation and in economic research for the Federal Reserve Board of Governors.  Susie graduated from Pomona College in 1992 with a concentration in economics and she holds an MBA from Stanford University.

 

Victor Liu '88 (Costco)
Analyst
Investment Banking Division
Merrill Lynch
Los Angeles, CA

After graduating from Pomona in 1998, Victor spent two years as a business analyst at McKinsey & Company. His projects involved different functions including corporate strategy, mergers & acquisitions, and private equity due diligence. The different sectors he worked in included software, entertainment, retail, and private equity. Before McKinsey and following McKinsey, Victor spent time in Asia as: an intern with a Pomona alumnus, Bernard Chan in Hong Kong; a Rotary Ambassador in Taiwan; and as a backpacker in Southeast Asia. This fall he starts up at Merrill Lynch in its investment banking division as an analyst in the firm's Westwood, California office.

 

Dragan Manoev '99 (Intel)
Associate
Lazard Freres & Co. LLC
San Francisco, CA

A native of Bulgaria, Dragan has worked in investment banking since his graduation from Pomona College. While at Lazard, he has participated in a number of mergers & acquisitions and restructuring assignments for clients including Microsoft, SBC Communications and others. Dragan currently focuses on the enterprise software, IT services, telecommunications/ broadband sectors, and has also completed transactions in networking equipment (including the sale of VPN technology vendor Compatible Systems to Cisco).

 

Erik Nierenberg '97 (Avery Dennison)
Bain and Company
Los Angeles, CA
Palo Alto, CA

Erik is a consultant with Bain and Company in Los Angeles. Before that he was most recently a product manager at Netscape Communications, a web division of AOL Time Warner. Prior to Netscape, he was a consultant for Bain and Company in their Los Angeles and San Francisco offices. While at Bain, Erik advised clients primarily in the technology (broadband and software) and retail sectors, with a large focus on growth strategy and customer loyalty. Erik also worked in Bain's Private Equity Group doing M&A and due diligence in the technology sector. In addition, Erik was one of the first employees at The Bridgespan Group, which has now grown to 60 employees with offices in Boston and San Francisco. He graduated from Pomona College in 1997 and completed his MBA at Stanford University in 2003.

 

Fred Studier ’85 (Genentech)
FEI Women’s Health
El Segundo, California
Fred has recently begun a new career launching and running FEI Women’s Health, which is developing worldwide distribution network for paragard, a gynecological product for women. Prior to that Fred worked for Bain & Company in a variety of positions and geographies within "the Bain family." He worked in the San Francisco, Boston and London offices before helping to found the Los Angeles office in 1996. Fred has did rotations in private equity at Bain Capital, as Partner of Operations for Bain's West Coast offices, and ran recruiting, human resources, and professional development for the LA office. Fred's client experience ranged across strategy, operational, and organizational issues, as well as mergers and acquisitions and new business development. He worked on over 40 engagements for corporate and private equity clients across a range of industries, including healthcare, telecom and technology, consumer products, commercial real estate, manufacturing, and travel and leisure. Fred left Bain for 3 years from 1988 to 1991 to get married, travel the world, and attend Harvard Business School. Fred graduated from Pomona College in 1985. His wife Raney is Pomona '86 and they have two children (Anna, 8 and Greta, 5 - Pomona '17 and '20 respectively). They live in Manhattan Beach.

 

Rosemary Surina '00 (Gillette)
Consultant
Sibson Consulting
Los Angeles
Since graduating from Pomona College in 2000, Rosemary has worked for Sibson Consulting, a leading human-capital consulting firm. While at Sibson, Rosemary has focused on aligning companies' strategic business goals with their organizational processes and systems. Rosemary has actively contributed to and managed project teams for several Fortune 500 companies in the high tech, telecommunications, and financial services industries, developing and implementing custom solutions relating to organizational effectiveness, performance/talent management, and compensation design.  Rosemary's current projects primarily concentrate on organization issues in her clients' Sales and Marketing business units.

 

 

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