Baker Street Advisors
Industry: Company
DescriptionFounded: 2003 Parent organization: AMG Wealth Partners, LP
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18 Baker Street Advisors employees in database. Find out everything there's to know about Baker Street Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Baker Street Advisors Employees
Partner Fund Management (PFM) March 2014 - Present
Partners Group August 2011 - March 2014
Baker Street Advisors July 2007 - April 2010
Skills
Investments, Alternative Investments, Management, Asset Managment, Wealth Management, Strategic Financial..., Private Equity, Investment Properties, Wealth Management..., Finance, Investment Management, Business Analysis, Asset Management, Equities, Hedge Funds, Portfolio Management
Education
Saint Mary's College of California 1999 — 2003
B.S, Business Economics
Super Lucky Casino February 2015 - Present
Super Lucky Casino (formerly 12 Gigs) May 2014 - February 2015
12 Gigs December 2013 - March 2014
Xvolve June 2013 - November 2013
AMES Academy July 2013 - August 2013
Baker Street Advisors December 2010 - February 2012
DSW July 2011 - October 2011
Skills
Management, Online Marketing, Event Planning, Project Management, Customer Service, Leadership, Strategic Planning, Operations Management, Team Leadership, Team Building, Cross-functional Team..., Account Management, Team Management, Quality Assurance, Mobile Games, Casual Games, Customer Support, Community Management
Education
University of San Francisco 2010 — 2013
Bachelor of Science (BS), Japanese Studies
University of California, Berkeley 2009 — 2009
Baker Street Advisors September 2014 - Present
Goldman Sachs 2009 - 2013
US Bank 2006 - 2009
Jefferson Pilot Financial May 2005 - August 2005
Wachovia May 2004 - August 2004
Skills
Economics, Investment Management, Quantitative Analytics, Alternative Investments, Investment Strategies, Spanish, Derivatives, Equities
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA
Pontificia Universidad Católica de Chile 2013 — 2013
MBA - Exchange Student
Elon University 2002 — 2006
Magna Cum Laude
Baker Street Advisors March 2011 - Present
Goldman, Sachs & Co. February 1999 - March 2008
Goldman, Sachs & Co. April 1997 - January 1999
Goldman, Sachs & Co. August 1987 - April 1997
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Private Equity, Investments, Asset Managment, Equities, Investment Management, Fixed Income, Investment Advisory, Risk Management, Wealth Management..., Private Wealth..., Investment Strategy, Real Estate, High Net Worth...
Education
Stanford University Graduate School of Business 1985 — 1987
Masters, Business Administration
The University of Texas at Austin 1979 — 1983
B.S, Civil Engineering
Master of Laws (LL.M.) Candidate - UC Berkeley, Boalt School of Law August 2014 - Present
Baker Street Advisors February 2011 - August 2014
Charles Schwab 2008 - March 2011
Ernst & Young 2005 - 2006
Education
University of California, Berkeley 2014 — 2015
Master of Laws (LL.M.) and Certification in Business Law, Boalt School of Law
National University of Ireland, Galway 2001 — 2005
J.D., Law
National University of Ireland, Galway
B.A., Law & Economics
Goldman Sachs February 2011 - Present
Goldman Sachs September 2008 - February 2011
Goldman Sachs January 2005 - September 2008
Baker Street Advisors September 2003 - January 2005
Skills
Portfolio Management, Investments, Strategic Financial..., Alternative Investments, Bloomberg, Asset Allocation, Asset Managment, Series 7, Hedge Funds, Risk Management, Business Strategy, Wealth Management, Business Development, Investment Management, Strategic Planning
Education
The Johns Hopkins University 2000 — 2002
MA, Economics
University of California, Los Angeles 1996 — 2000
BS, Mathematics/Economics
Burlingame
MUFG Americas January 2012 - Present
PepsiCo May 2010 - January 2012
Baker Street Advisors March 2007 - October 2009
Washington Mutual Card Services September 2005 - March 2007
FactSet Research Systems June 2004 - September 2005
Skills
Investments, Financial Analysis, Portfolio Management, Financial Modeling, Business Strategy, Competitive Analysis, Equities, Corporate Finance, Valuation, Private Equity, Analytics, Due Diligence, Mergers & Acquisitions, Finance, Strategy, Business Analysis, Cross-functional Team..., Management, Analysis, Process Improvement
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Accounting and Finance
University of California, Berkeley 2002 — 2004
BA, Economics
Kaiser Oakland August 2014 - November 2014
Baker Street Advisors November 2012 - January 2014
Baker Street Advisors March 2011 - October 2012
RINA Accountancy Corporation January 2004 - February 2011
Skills
Microsoft Office, Typing, Proofreading, Customer Service, 10 Key, Newsletters, Office Management, PowerPoint, Financial Analysis, Editing
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (B.A.), Cultural Anthropology
Baker Street Advisors April 2013 - Present
Wetherby Asset Management April 2011 - March 2013
UBS 2007 - March 2011
UBS 2006 - 2007
UBS 2004 - 2006
Skills
Asset Allocation, Equities, Investments, Fixed Income, Strategic Financial..., Wealth Management..., Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Mutual Funds, Portfolio Management, Personal Financial..., Bloomberg, Estate Tax Planning, Socially Responsible...
Education
University of California, Berkeley
Bachelors of Arts, Physics
Baker Street Advisors March 2011 - Present
Personal Administrators, Inc. April 2008 - December 2010
Care Level Management September 2006 - June 2007
Matria Healthcare January 2006 - July 2006
Third Eye Promotions June 2005 - December 2005
Creative Artists Agency February 2004 - August 2004
Education
The University of Texas at San Antonio
BA
BlackRock February 2015 - Present
WibiData November 2013 - December 2014
One Kings Lane October 2012 - June 2013
Microsoft November 2011 - October 2012
Crowdcast June 2008 - June 2011
Baker Street Advisors September 2006 - February 2009
Financial Engines September 2000 - July 2006
Pareto Partners 1997 - 2000
Skills
Scalding, Kiji, Scala, Statistical Modeling, Machine Learning, Statistics, Big Data, Hadoop, Algorithms, R, Matlab, Data Science, SQL, Applied Mathematics, Python, Data Mining, Product Management, Mathematics, Predictive Analytics, Asset Allocation, Portfolio Optimization, Strategy, Natural Language..., Data Visualization, Distributed Systems, JavaScript, MapReduce, Artificial Intelligence, Data Analysis
Education
CFA Institute 2000 — 2002
CFA Charterholder
Caltech 1996 — 1998
MS
Wesleyan University 1991 — 1995
BA
San Francisco University High School 1987 — 1991
Drum Doctors June 2010 - Present
Baker Street Advisors June 2014 - August 2014
Grandpoint Bank July 2013 - August 2013
TAMID Israel Investment Group 2011 - 2013
Skills
PowerPoint, Marketing, Marketing Strategy, Advertising, Leadership, Investment Strategies, Sales, Microsoft Excel, Photoshop, Public Speaking, Financial Analysis, Social Media Marketing, Research, Social Media, Microsoft Office, Microsoft Word, Adobe Creative Suite, HTML, Teamwork, English, Ad Development, Alternative Investments, Facebook Marketing, Ad Targeting, Social Media Integration, Underwriting, Writing, Web Sales, Ebay Sales, Social Networking
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Cum Laude, History: Economic and Business History
Sierra Canyon School 2007 — 2011
Host Analytics Inc June 2015 - Present
Kid Care America August 2013 - May 2015
Koinonia Children's Day Camp June 2007 - July 2014
Taraval Eye Care Optometry September 2011 - May 2012
Baker Street Advisors April 2011 - April 2011
Koinonia Children September 2006 - September 2010
Skills
Leadership, Working With Clients, Working With Children, Easily Adaptable, Team Management, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Adobe Acrobat, Photoshop, Mathematics, NetSuite
Education
San Francisco State University 2013 — 2015
Baker Street Advisors August 2004 - Present
Robertson Stephens 1998 - 2002
Skills
Equities, Asset Allocation, Hedge Funds, Asset Management, Financial Services, Private Equity, Investments, Portfolio Management, Alternative Investments
Education
University of California, Davis 1990 — 1994
BA, intenational relations
PwC January 2015 - Present
Contract Tax Attorney August 2014 - Present
Baker Street Advisors August 2014 - October 2014
Howes Complete Tax & Bookkeeping Services April 2014 - August 2014
Moskowitz LLP, A Tax Law Firm March 2014 - April 2014
Law Office of James W. R. Hastings October 2013 - January 2014
Golden Gate University School of Law August 2013 - December 2013
Jacqueline Amrikhas CPA, JD, LLM July 2013 - October 2013
Johnston Tax Group April 2013 - June 2013
Benjamin, Weill & Mazer August 2012 - January 2013
Skills
Legal Research, Civil Litigation, Legal Writing, Westlaw, Litigation, Lacerte, Lexis Nexis, Lexis, Hearings, Corporate Law, Tax Law, Courts, Trials, Wills, Tax, Trusts, Research, LexisNexis
Education
Golden Gate University, School of Law 2010 — 2012
Master of Laws (LL.M.), Taxation, Graduated with Honors
Golden Gate University, School of Law 2009 — 2012
Doctor of Law (J.D.), Law, Dean's List; Witkin Award for hightest grade in Wills & Trusts
Saint Mary's College of California 2005 — 2009
Bachelar of Arts, Integrated Liberal Studies
UCSF August 2012 - Present
MAS Accountng Services Inc. February 2012 - August 2012
SolarCity September 2011 - February 2012
SMEED CPA Inc.. September 2010 - May 2011
H&R Block December 2008 - September 2010
Baker Street Advisors October 2009 - October 2009
Shields Nursing Centers July 2007 - March 2008
Ernst & Young August 2006 - May 2007
Accountemps 2006 - 2007
Skills
Accounting, Accounts Receivable, Reconciliation, Bookkeeping, Bank Reconciliation, Budgets, Financial Accounting, Data Entry, Invoicing, Microsoft Excel, Auditing, GAAP, Account Reconciliation, Microsoft Office, Forecasting, Accounts Payable, Customer Service
Education
American Institute of Certified Public Accountants 2008 — 2008
CPA Certification
Delhi University
Bachelor's of, Commerce/Accounting
Institute of Chartered Accountants of INDIA
Charterd Accountant
Baker Street Advisors September 2015 - Present
Education
Bentley University 2006 — 2010
Bachelor of Science