Career history of Travis Okamoto
Former positions of Travis Okamoto
Companies | Position | Start | End |
---|---|---|---|
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Institutional Sales | 2011-02-07 | 2012-09-30 |
Viking Asset Management LLC
Viking Asset Management LLC Investment ManagersFinance Viking Asset Management LLC is an independent hedge fund manager headquartered in Burlingame, California. The firm was founded by Peter Benz and Stephen Rudolph in 2001. They provide investment advice to high net-worth clients. | Corporate Officer/Principal | - | - |
Advanced Equities Metricstream Investment I LLC | Corporate Officer/Principal | - | - |
Statistics
International
United States | 4 |
Operational
Corporate Officer/Principal | 2 |
Institutional Sales | 1 |
Sectoral
Finance | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Finance |
Advanced Equities Metricstream Investment I LLC | Finance |
Viking Asset Management LLC
Viking Asset Management LLC Investment ManagersFinance Viking Asset Management LLC is an independent hedge fund manager headquartered in Burlingame, California. The firm was founded by Peter Benz and Stephen Rudolph in 2001. They provide investment advice to high net-worth clients. | Finance |
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