Career history of Brian O'Keefe
Former positions of Brian O'Keefe
| Companies | Position | Start | End |
|---|---|---|---|
Parallel Advisors LLC
 Parallel Advisors LLC Investment ManagersFinance Parallel Advisors LLC (Parallel) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Jerry E. Rendic in 2006. Parallel specializes in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. | Chief Investment Officer | 2018-02-28 | 2022-08-31 |
| Corporate Officer/Principal | 2018-02-28 | 2022-08-31 | |
| President | 2019-09-30 | 2022-08-31 | |
| Head of Private Banking | 2018-02-28 | 2022-08-31 | |
SellPoints, Inc.
 SellPoints, Inc. Packaged SoftwareTechnology Services SellPoints, Inc. provides e-commerce optimization platform that enables brands to engage, inform, and inspire their customers. It offers brand optimization, enhanced brand content, creatives, and data and analytics solutions. The company was founded by Thomas Fristoe in 2001 and is headquartered in Emeryville, CA. | Director/Board Member | - | 2018-03-19 |
| Chief Executive Officer | - | 2018-03-19 | |
| President | - | 2018-03-19 | |
Pacific View Asset Management LLC/Private Equity/
 Pacific View Asset Management LLC/Private Equity/ Investment ManagersFinance Pacific View Asset Management LLC/Private Equity/ (Pacific View Asset) is a venture capital subsidiary of Pacific View Asset Management LLC founded in 2012. The firm is headquartered in San Francisco, California. | Chief Investment Officer | 2016-12-31 | - |
| Private Equity Investor | 2016-12-31 | - | |
Advanced Equities, Inc.
 Advanced Equities, Inc. Investment ManagersFinance Founded in 1999, Advanced Equities, Inc. is a venture capital/private equity firm located in Chicago with additional offices in New York City and San Francisco. The firm is a subsidiary of Advanced Equities Financial Corp. | Private Equity Investor | - | - |
Training of Brian O'Keefe
| Marquette University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Statistics
International
| United States | 7 |
Operational
| Private Equity Investor | 2 |
| President | 2 |
| Chief Investment Officer | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
SellPoints, Inc.
SellPoints, Inc. Packaged SoftwareTechnology Services SellPoints, Inc. provides e-commerce optimization platform that enables brands to engage, inform, and inspire their customers. It offers brand optimization, enhanced brand content, creatives, and data and analytics solutions. The company was founded by Thomas Fristoe in 2001 and is headquartered in Emeryville, CA. | Technology Services |
Advanced Equities, Inc.
Advanced Equities, Inc. Investment ManagersFinance Founded in 1999, Advanced Equities, Inc. is a venture capital/private equity firm located in Chicago with additional offices in New York City and San Francisco. The firm is a subsidiary of Advanced Equities Financial Corp. | Finance |
Parallel Advisors LLC
Parallel Advisors LLC Investment ManagersFinance Parallel Advisors LLC (Parallel) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Jerry E. Rendic in 2006. Parallel specializes in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. | Finance |
Pacific View Asset Management LLC/Private Equity/
Pacific View Asset Management LLC/Private Equity/ Investment ManagersFinance Pacific View Asset Management LLC/Private Equity/ (Pacific View Asset) is a venture capital subsidiary of Pacific View Asset Management LLC founded in 2012. The firm is headquartered in San Francisco, California. | Finance |
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