Steven Pipp, CFA

Steven pipp, cfa

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location of Steven Pipp, CFASan Francisco, California, United States
Phone number of Steven Pipp, CFA+91 xxxx xxxxx
Followers of Steven Pipp, CFA1000 followers
  • Timeline

    Aug 2010 - May 2012

    Teaching Assistant

    University of Minnesota School of Public Health
    May 2011 - Dec 2011

    Finance & Business Development Intern

    North Star Resource Group
    Apr 2012 - Jun 2015

    Associate

    Glenmore Consulting LLC
    Mar 2013 - Aug 2013

    Finance & Business Development Intern

    Achvr
    Jun 2015 - May 2019

    Research Manager

    Silicon Valley Bank
    San Francisco Bay Area
    May 2019 - Jan 2021

    Sr. Manager - Corp Dev

    Caliva
    Jan 2021 - Jul 2023

    Director - Chief of Staff to the CEO

    The Parent Company
    Current Company
    Aug 2023 - now

    Partner

    Blueprint Analytics
  • About me

    Partner, Strategic Finance & Analytics

  • Education

    • Robbinsdale cooper senior high school

      2005 - 2009
      International baccalaureate diploma
    • Boston college - wallace e. carroll graduate school of management

      2012 - 2013
      Master of science (m.s.) finance 3.73

      Activities and Societies: MSF Class Representative, Venture Capital Investment Competition, BC Grad Tech Club, Invest 'N Kids Mentoring Program

    • University of minnesota-twin cities

      -
      Bachelor's degree finance
    • University of minnesota - carlson school of management

      2009 - 2012
      Bachelor of science (b.s.) finance 3.70

      Activities and Societies: Graduated in three years; Sigma Phi Epsilon - VP of Recruitment

  • Experience

    • University of minnesota school of public health

      Aug 2010 - May 2012
      Teaching assistant

      Co-instructed and peer-mentored over 500 students in an online format providing information and resources regarding the prevention of potentially dangerous habits formed in collegeWorked in a team of four to market the course to both freshman and members of the Greek community through engaging presentations and promotional items

    • North star resource group

      May 2011 - Dec 2011
      Finance & business development intern

      Prepared and evaluated mutual fund and insurance options for 85 medical profession clients under 3 advisors based on risk profile, with a focus on personal and business financial security and growthStrategized and implemented expansion efforts to Atlanta, GA, by conducting market research on healthcare providers and utilizing Outlook Mail Merge to generate 150+ targeted sales leads

    • Glenmore consulting llc

      Apr 2012 - Jun 2015
      Associate

      Conducted 28 economic viability studies by determining market opportunities, unit costs of production and capital expenditures, estimating cost of capital, and building DCF, market capture, and/or comparables models, complete with input sensitivity and scenario analysesTackled global problems with first-of-its-kind research and technology development in:- Water stewardship in Bakken and Eagle Ford shale oil fields enabled by salt extraction- Carbon dioxide utilization as a feed-stock for higher value chemicals and fuels- Alleviation of pipeline bottlenecks for Canadian oil producers with renewable condensate- Replacement of petrochemicals and plastics with cost-competitive green solutions- Efficiency and co-product enhancements at current world-scale biofuels production facilitiesActed as head business/finance member on multiple cross-functional teams simultaneously for internal projects and for clients, who ranged from pre-revenue startups to $100B+ multinationalsProfiled by the Carlson School of Management alumni newsletter:http://carlsonschool.umn.edu/news/education-abroad-steers-students-new-career-opportunities Show less

    • Achvr

      Mar 2013 - Aug 2013
      Finance & business development intern

      Determined 3 best-fit venture capitalists by researching investment history and focus of 250+ funds and angels, then constructing multi-factor ranking algorithm with re-sort macros for CEOGenerated sales projections by building revenue-per-user and user-growth models; used results to create compelling visuals for pitch decks

    • Silicon valley bank

      Jun 2015 - May 2019

      https://www.svb.com/state-of-the-markets-report/

      • Research Manager

        Mar 2018 - May 2019
      • Senior Associate - SVB Analytics

        Mar 2017 - Feb 2018
      • Associate - SVB Analytics

        Jun 2015 - Feb 2017
    • Caliva

      May 2019 - Jan 2021
      Sr. manager - corp dev
    • The parent company

      Jan 2021 - Jul 2023
      Director - chief of staff to the ceo
    • Blueprint analytics

      Aug 2023 - now
      Partner

      Blueprint Analytics provides advisory services on strategy, analytics, and finance.

  • Licenses & Certifications

    • Series 63

      Financial industry regulatory authority (finra)
    • Series 79 - investment banking

      Financial industry regulatory authority (finra)
    • Chartered financial analyst (cfa) charterholder

      Cfa institute
      Mar 2018
  • Volunteer Experience

    • Fundraiser / Walker

      Issued by American Foundation for Suicide Prevention
      American Foundation for Suicide PreventionAssociated with Steven Pipp, CFA