Heidi Poon Location
- San Diego, CA, US
Heidi Poon Work
- 2013 - now Managing Director @
- 2010 - 2013 Investment Officer @
- 2010 - 2010 Senior Analyst @
- 2007 - 2009 Equity Research Analyst @
- 2005 - 2007 Equity Research Analyst @
- 2004 - 2005 Finance Associate (Treasury) @
- 1999 - 2002 Associate @ Robertson Stephens
- 1998 - 1999 Research Assistant @
Heidi Poon Education
- Wharton
MBA (Finance)
2002 - 2004 - Stanford University
B.S. (Industrial Engineering)
1993 - 1997 - Northfield Mount Hermon
High School Diploma (High School education)
1991 - 1993 - Maryknoll Convent School
Heidi Poon Skills
- Equity Research
- Equities
- Hedge Funds
- Alternative Investments
- Investments
- Private Equity
- Asset Managment
- Portfolio Management
- Financial Analysis
- Due Diligence
- Fixed Income
- Asset Allocation
- Asset Management
- Finance
- Mergers & Acquisitions
- Financial Modeling
- Business Development
- Microsoft Office
- Project Management
- Underwriting
- Commercial Banking
- Loans
- Credit
- Tenant Representation
- Mergers and Acquisitions
Heidi Poon Summary
- Heidi Poon, based in San Diego, CA, US, is currently a Managing Director at Aksia. Heidi Poon brings experience from previous roles at City of San Jose, Management CV, Inc., Thomas Weisel Partners and Piper Jaffray & Co.. Heidi Poon holds a 2002 - 2004 MBA in Finance @ Wharton. With a robust skill set that includes Equity Research, Equities, Hedge Funds, Alternative Investments, Investments and more. Heidi Poon has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Aksia Employees
Matt Laks
Vice President, Investment Research
New York, NY, US
George Evans
Managing Director, Relative Value Sector Head
New York, NY, US
Theodore Liu
Senior Vice President, Quantitative Strategy Head
New York, NY, US
Michael Brand
Managing Director, Co-Head of Real Assets
Providence, RI, US
Scott Krouse
Managing Director
Westlake, OH, US
Kevin Hitchen
Managing Director, Co-Head of Private Equity
San Diego, CA, US
Heidi Poon
Managing Director
San Diego, CA, US
Andrew Arbeeny
Vice President
New York, NY, US
Mark Bartmann
Managing Director - Co-Head Real Assets
Chicago, IL, US
Benjamin Parks
Chief Financial Officer
New York, NY, US
Adam Schuckman
Managing Director, Co-Head of Client Operations
New York, NY, US
Michael Mahan
Senior Vice President, Private Credit
New York, NY, US
Kyson Hawkins
Managing Director, Head of Private Equity Co-Investments
San Diego, CA, US
Brian Shushkovsky
Vice President, Private Credit
New York, NY, US
Jim Vos
CEO
New York, NY, US
Janay Anderson
Vice President
New York, NY, US
Marina Filkin
Senior Vice President, Hedge Funds
New York, NY, US
Jake Stalcup
Senior Vice President
New York, NY, US
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