Bingham, Osborn & Scarborough
Industry: Company
DescriptionFounded: 1985 Parent organization: Boston Private Financial Holdings, Inc. Subsidiary: Bingham, Osborn & Scarborough Foundation
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Bingham, Osborn & Scarborough Employees
Employee
Years
Job
Industry
Chantal Hersey Chantal Hersey's Bingham, Osborn & Scarborough Experience July 2014 - Present
Job Portfolio Administrator at Bingham, Osborn & Scarborough LLC, Figure Skating Coach
Industry Financial Services
Experience
Bingham, Osborn & Scarborough July 2014 - Present
Yerba Buena Center for the Arts July 2013 - Present
Bingham, Osborn & Scarborough September 2013 - July 2014
Yeske Buie January 2013 - August 2013
Woodstock Ice Productions & Great America 2010 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Microsoft Word, Nonprofits, Financial Analysis, Public Speaking, Market Research, Customer Service, Notary Public, English, Windows
Education
University of San Francisco 2009 — 2013
Bachelor's degree, Finance
American University of Paris 2012 — 2012
Study Abroad, January 2012 - May 2012
Bingham, Osborn & Scarborough July 2014 - Present
Yerba Buena Center for the Arts July 2013 - Present
Bingham, Osborn & Scarborough September 2013 - July 2014
Yeske Buie January 2013 - August 2013
Woodstock Ice Productions & Great America 2010 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Microsoft Word, Nonprofits, Financial Analysis, Public Speaking, Market Research, Customer Service, Notary Public, English, Windows
Education
University of San Francisco 2009 — 2013
Bachelor's degree, Finance
American University of Paris 2012 — 2012
Study Abroad, January 2012 - May 2012
Myles Vander Weele Myles Vander Weele's Bingham, Osborn & Scarborough Experience 2014 - Present
Job Portfolio Manager at Bingham, Osborn & Scarborough
Industry Investment Management
Experience
Bingham, Osborn & Scarborough 2014 - Present
Huron Consulting Group 2013 - 2014
Corporate Executive Board 2003 - 2013
Skills
Strategy, Management Consulting, Corporate Finance, Business Development, Financial Modeling, Leadership, Finance, Forecasting, Analytics, Business Strategy, Consulting, Strategic Planning, CRM, Product Development, Management, Change Management, Product Management, Account Management, Investments, Project Planning, Marketing, Economics, Finance Transformation, Financial Analysis, Valuation, Mergers & Acquisitions, Due Diligence
Education
Northwestern University
Bachelors of Science
The University of Chicago Booth School of Business
MBA, Finance and Strategy
Vienna International School
Bingham, Osborn & Scarborough 2014 - Present
Huron Consulting Group 2013 - 2014
Corporate Executive Board 2003 - 2013
Skills
Strategy, Management Consulting, Corporate Finance, Business Development, Financial Modeling, Leadership, Finance, Forecasting, Analytics, Business Strategy, Consulting, Strategic Planning, CRM, Product Development, Management, Change Management, Product Management, Account Management, Investments, Project Planning, Marketing, Economics, Finance Transformation, Financial Analysis, Valuation, Mergers & Acquisitions, Due Diligence
Education
Northwestern University
Bachelors of Science
The University of Chicago Booth School of Business
MBA, Finance and Strategy
Vienna International School
Jim Keene, CFA Jim Keene, CFA's Bingham, Osborn & Scarborough Experience February 2000 - June 2004
Job
Industry Financial Services
Experience
Atherton Consulting Group, LLC November 2011 - Present
Stanford Graduate School of Business September 2013 - December 2013
Focus Consulting Group August 2010 - October 2011
University of San Francisco June 2004 - October 2011
CFA Society of San Francisco 1999 - June 2008
Wells Fargo Private Client Services June 2006 - December 2007
Wells Fargo Private Client Services May 2005 - May 2006
Bingham, Osborn & Scarborough February 2000 - June 2004
Keene Investments September 1996 - February 2000
Venture Leasing April 1992 - September 1996
Skills
Portfolio Management, Due Diligence, Mergers & Acquisitions, Alternative Investments, Strategic Planning, Wealth Management, Strategy, Business Strategy, Investments, Asset Management, Management Consulting, Finance, Management, Financial Analysis, Risk Management, Executive Coaching, Leadership Development
Education
Stanford University Graduate School of Business 2009 — 2010
Masters of Science in Management
Syracuse University - Martin J. Whitman School of Management 1976 — 1979
B.S. in Business Administration, magna cum laude
Atherton Consulting Group, LLC November 2011 - Present
Stanford Graduate School of Business September 2013 - December 2013
Focus Consulting Group August 2010 - October 2011
University of San Francisco June 2004 - October 2011
CFA Society of San Francisco 1999 - June 2008
Wells Fargo Private Client Services June 2006 - December 2007
Wells Fargo Private Client Services May 2005 - May 2006
Bingham, Osborn & Scarborough February 2000 - June 2004
Keene Investments September 1996 - February 2000
Venture Leasing April 1992 - September 1996
Skills
Portfolio Management, Due Diligence, Mergers & Acquisitions, Alternative Investments, Strategic Planning, Wealth Management, Strategy, Business Strategy, Investments, Asset Management, Management Consulting, Finance, Management, Financial Analysis, Risk Management, Executive Coaching, Leadership Development
Education
Stanford University Graduate School of Business 2009 — 2010
Masters of Science in Management
Syracuse University - Martin J. Whitman School of Management 1976 — 1979
B.S. in Business Administration, magna cum laude
Daniel S Lee, CFA, CFP® Daniel S Lee, CFA, CFP®'s Bingham, Osborn & Scarborough Experience May 2008 - Present
Job Portfolio Manager at Bingham, Osborn & Scarborough
Industry Investment Management
Experience
Bingham, Osborn & Scarborough May 2008 - Present
Skills
Wealth Management, Retirement Planning, Investment Management, Portfolio Management, Strategic Financial..., Asset Allocation, Estate Planning
Education
University of Michigan 2001 — 2005
BS, Economics
University of California, Berkeley 2008 — 2009
Certificate, Personal Financial Planning
Bingham, Osborn & Scarborough May 2008 - Present
Skills
Wealth Management, Retirement Planning, Investment Management, Portfolio Management, Strategic Financial..., Asset Allocation, Estate Planning
Education
University of Michigan 2001 — 2005
BS, Economics
University of California, Berkeley 2008 — 2009
Certificate, Personal Financial Planning
Luisana Sawyer Luisana Sawyer's Bingham, Osborn & Scarborough Experience March 2006 - November 2013
Job AVP CRM Implementation Consultant
Industry Information Technology and Services
Experience
Tamarac Inc. June 2014 - Present
Bingham, Osborn & Scarborough March 2006 - November 2013
Charles Schwab 2003 - 2004
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Lehman Brothers 1988 - 1993
Skills
Microsoft Dynamics, Microsoft Office, Operations Management, Consulting, CRM, Technical Support, Trading Systems
Education
Regis University 1998 — 2000
Bachelor of Science
Tamarac Inc. June 2014 - Present
Bingham, Osborn & Scarborough March 2006 - November 2013
Charles Schwab 2003 - 2004
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Lehman Brothers 1988 - 1993
Skills
Microsoft Dynamics, Microsoft Office, Operations Management, Consulting, CRM, Technical Support, Trading Systems
Education
Regis University 1998 — 2000
Bachelor of Science
Janet Hoffmann, CFA, CFP® Janet Hoffmann, CFA, CFP®'s Bingham, Osborn & Scarborough Experience June 2004 - February 2010
Job Principal at Integral Financial Solutions, LLC
Industry Financial Services
Experience
Integral Financial Solutions, LLC February 2010 - Present
Bingham, Osborn & Scarborough June 2004 - February 2010
Barclays Global Investors September 1999 - May 2004
Horsley Bridge Partners 1998 - 1999
Sallie Mae 1996 - 1997
Skills
Investments, Equities, Asset Allocation, Strategic Financial..., Financial Services, Investment Management, Portfolio Management
Education
The George Washington University - School of Business 1994 — 1997
MBA, Finance
Claremont McKenna College 1987 — 1991
Bachelor of Arts (B.A.), Int'l Relations + French
Golden Gate University
TASIS England
Integral Financial Solutions, LLC February 2010 - Present
Bingham, Osborn & Scarborough June 2004 - February 2010
Barclays Global Investors September 1999 - May 2004
Horsley Bridge Partners 1998 - 1999
Sallie Mae 1996 - 1997
Skills
Investments, Equities, Asset Allocation, Strategic Financial..., Financial Services, Investment Management, Portfolio Management
Education
The George Washington University - School of Business 1994 — 1997
MBA, Finance
Claremont McKenna College 1987 — 1991
Bachelor of Arts (B.A.), Int'l Relations + French
Golden Gate University
TASIS England
Gary Getman, CFP® Gary Getman, CFP®'s Bingham, Osborn & Scarborough Experience July 2010 - September 2011
Job Portfolio Manager
Industry Financial Services
Experience
Rand & Associates, LLC September 2011 - Present
Bingham, Osborn & Scarborough July 2010 - September 2011
Fidelity Investments August 1993 - July 2010
Gene Phillips August 1988 - May 1991
Skills
Retirement Planning, Retirement, Wealth Management, Financial Analysis, Finance, Investments, Mutual Funds, Strategic Financial..., Asset Management, Investment Advisory, Mergers & Acquisitions, Portfolio Management, Financial Services, Equities, Business Strategy, Asset Allocation
Education
New Mexico Institute of Mining and Technology 1977 — 1981
Petroleum Engineering
Rand & Associates, LLC September 2011 - Present
Bingham, Osborn & Scarborough July 2010 - September 2011
Fidelity Investments August 1993 - July 2010
Gene Phillips August 1988 - May 1991
Skills
Retirement Planning, Retirement, Wealth Management, Financial Analysis, Finance, Investments, Mutual Funds, Strategic Financial..., Asset Management, Investment Advisory, Mergers & Acquisitions, Portfolio Management, Financial Services, Equities, Business Strategy, Asset Allocation
Education
New Mexico Institute of Mining and Technology 1977 — 1981
Petroleum Engineering
Vanessa Wilson Vanessa Wilson's Bingham, Osborn & Scarborough Experience May 2014 - April 2015
Job Senior Client Relations Analyst
Industry Venture Capital & Private Equity
Experience
A Global Private Equity Fund April 2015 - Present
Bingham, Osborn & Scarborough May 2014 - April 2015
Mayfield Fund October 2012 - May 2014
Citco Fund Services August 2009 - October 2012
Skills
Investor Relations, Hedge Funds, Fund Administration, Microsoft Office, Venture Capital, Adobe Acrobat, Financial Reporting, Investran, Project Management, Wealth Management, HedgeTek, Axys, Compliance, Cost Basis, IntraLinks, J.P. Morgan Access, Microsoft Dynamics, Sungard DX, Tamarac
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Political Economy
A Global Private Equity Fund April 2015 - Present
Bingham, Osborn & Scarborough May 2014 - April 2015
Mayfield Fund October 2012 - May 2014
Citco Fund Services August 2009 - October 2012
Skills
Investor Relations, Hedge Funds, Fund Administration, Microsoft Office, Venture Capital, Adobe Acrobat, Financial Reporting, Investran, Project Management, Wealth Management, HedgeTek, Axys, Compliance, Cost Basis, IntraLinks, J.P. Morgan Access, Microsoft Dynamics, Sungard DX, Tamarac
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Political Economy
Scott Gerlach, CFP® Scott Gerlach, CFP®'s Bingham, Osborn & Scarborough Experience March 2008 - October 2012
Job Lead Advisor at Cordant Wealth Partners
Industry Financial Services
Experience
Confluence Wealth Management, LLC October 2012 - March 2015
Bingham, Osborn & Scarborough March 2008 - October 2012
Education
University of Oregon 2004 — 2006
Bachelor of Science (B.S.), Economics
Confluence Wealth Management, LLC October 2012 - March 2015
Bingham, Osborn & Scarborough March 2008 - October 2012
Education
University of Oregon 2004 — 2006
Bachelor of Science (B.S.), Economics
Jamie Lee Taylor Jamie Lee Taylor's Bingham, Osborn & Scarborough Experience June 2011 - August 2014
Job Specialist Executive Programs at Salesforce
Industry Investment Management
Experience
Salesforce February 2015 - Present
Pantera Capital September 2014 - December 2014
Bingham, Osborn & Scarborough June 2011 - August 2014
The Magnum Group December 2009 - June 2011
Obama for America August 2007 - November 2008
Education
Wake Forest University 2005 — 2007
BA, Political Science
Bucknell University 2003 — 2005
Psychology, Political Science, Pre-Law
The Branson School 2000 — 2003
Salesforce February 2015 - Present
Pantera Capital September 2014 - December 2014
Bingham, Osborn & Scarborough June 2011 - August 2014
The Magnum Group December 2009 - June 2011
Obama for America August 2007 - November 2008
Education
Wake Forest University 2005 — 2007
BA, Political Science
Bucknell University 2003 — 2005
Psychology, Political Science, Pre-Law
The Branson School 2000 — 2003
Vitalia Vidrio Vitalia Vidrio's Bingham, Osborn & Scarborough Experience August 2013 - Present
Job Administrative Receptionist at Bingham, Osborn & Scarborough
Industry Executive Office
Experience
Bingham, Osborn & Scarborough August 2013 - Present
Coherus Biosciences September 2012 - February 2013
Alameda Beauty College February 2010 - August 2012
Skills
Sales, Management, Microsoft Office, Customer Service, Travel Arrangements, Detailed Organization, Bilingual-English/Spanis..., Time Management, Outlook
Education
California State University-Hayward - School of Business and Economics 1997 — 2003
Bachelor of Arts (B.A.)
Bingham, Osborn & Scarborough August 2013 - Present
Coherus Biosciences September 2012 - February 2013
Alameda Beauty College February 2010 - August 2012
Skills
Sales, Management, Microsoft Office, Customer Service, Travel Arrangements, Detailed Organization, Bilingual-English/Spanis..., Time Management, Outlook
Education
California State University-Hayward - School of Business and Economics 1997 — 2003
Bachelor of Arts (B.A.)
Daniel Cassell's Bingham, Osborn & Scarborough Experience July 2012 - May 2015
Job Portfolio Analyst at BakerAvenue Asset Management
Industry Financial Services
Experience
BakerAvenue Asset Management July 2015 - Present
Bingham, Osborn & Scarborough July 2012 - May 2015
Bingham, Osborn & Scarborough, LLC November 2007 - June 2012
Vocker, Kristofferson & Company 2000 - 2007
Education
Santa Clara University
Bachelor of Science (BS), Commerce and Finance
BakerAvenue Asset Management July 2015 - Present
Bingham, Osborn & Scarborough July 2012 - May 2015
Bingham, Osborn & Scarborough, LLC November 2007 - June 2012
Vocker, Kristofferson & Company 2000 - 2007
Education
Santa Clara University
Bachelor of Science (BS), Commerce and Finance
Kevin Dorwin Kevin Dorwin's Bingham, Osborn & Scarborough Experience June 2004 - Present
Job Bingham Osborn & Scarborough
Industry Investment Management
Experience
Bingham, Osborn & Scarborough June 2004 - Present
Buck Institute for Research on Aging December 2013 - 2014
Blind Babies Foundation 2004 - 2009
Mattel 2002 - 2003
Charles Schwab 1997 - 2001
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA
University of California, Davis 1992 — 1997
BS, Managerial Economics
Bingham, Osborn & Scarborough June 2004 - Present
Buck Institute for Research on Aging December 2013 - 2014
Blind Babies Foundation 2004 - 2009
Mattel 2002 - 2003
Charles Schwab 1997 - 2001
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA
University of California, Davis 1992 — 1997
BS, Managerial Economics
Margaret Huang Casey, CFP® Margaret Huang Casey, CFP®'s Bingham, Osborn & Scarborough Experience May 2001 - November 2009
Job Chief Operations Officer at Durbin Bennett
Industry Investment Management
Experience
Durbin Bennett Private Wealth Management, LLC May 2012 - Present
Private RIA February 2010 - May 2012
Bingham, Osborn & Scarborough May 2001 - November 2009
Capital Group Companies September 1999 - November 2000
Education
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, Development Management
Brown University 1993 — 1997
BA, International Relations/International Commerce and East Asian Studies
Phillips Academy 1991 — 1993
Durbin Bennett Private Wealth Management, LLC May 2012 - Present
Private RIA February 2010 - May 2012
Bingham, Osborn & Scarborough May 2001 - November 2009
Capital Group Companies September 1999 - November 2000
Education
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, Development Management
Brown University 1993 — 1997
BA, International Relations/International Commerce and East Asian Studies
Phillips Academy 1991 — 1993
Scott Goldsmith, CIPM Scott Goldsmith, CIPM's Bingham, Osborn & Scarborough Experience April 2014 - Present
Job Financial Technology Associate at Bingham, Osborn & Scarborough
Industry Investment Management
Experience
Bingham, Osborn & Scarborough April 2014 - Present
Bingham, Osborn & Scarborough July 2012 - April 2014
Bingham, Osborn & Scarborough March 2011 - July 2012
Mercer Advisors February 2008 - June 2010
Kensington Investment Group October 2007 - December 2007
Kensington Investment Group June 2006 - September 2006
CNC Partners LLC May 2001 - August 2003
Skills
Outlook, Excel, Word, Access, Bloomberg, Axys, Portfolio Management, Microsoft Excel, Microsoft Word, Analysis, Accounting, Investments, Mutual Funds, Investment Management, Financial Analysis, Wealth Management, Financial Services
Education
University of California, Santa Barbara 2003 — 2007
B.S., Financial Mathematics and Statistics
Bingham, Osborn & Scarborough April 2014 - Present
Bingham, Osborn & Scarborough July 2012 - April 2014
Bingham, Osborn & Scarborough March 2011 - July 2012
Mercer Advisors February 2008 - June 2010
Kensington Investment Group October 2007 - December 2007
Kensington Investment Group June 2006 - September 2006
CNC Partners LLC May 2001 - August 2003
Skills
Outlook, Excel, Word, Access, Bloomberg, Axys, Portfolio Management, Microsoft Excel, Microsoft Word, Analysis, Accounting, Investments, Mutual Funds, Investment Management, Financial Analysis, Wealth Management, Financial Services
Education
University of California, Santa Barbara 2003 — 2007
B.S., Financial Mathematics and Statistics
Mike Blumberg Mike Blumberg's Bingham, Osborn & Scarborough Experience May 2012 - August 2012
Job Specialist at Apple
Industry Marketing and Advertising
Experience
Apple September 2014 - Present
Richmond Foodbank June 2013 - August 2013
Bingham, Osborn & Scarborough May 2012 - August 2012
Osborne Partners Capital Management July 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Social Networking, Customer Service
Education
University of Puget Sound 2010 — 2014
Apple September 2014 - Present
Richmond Foodbank June 2013 - August 2013
Bingham, Osborn & Scarborough May 2012 - August 2012
Osborne Partners Capital Management July 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Social Networking, Customer Service
Education
University of Puget Sound 2010 — 2014
Roberta Hong's Bingham, Osborn & Scarborough Experience March 2010 - October 2011
Job Client Account Transitions Specialist at Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2011 - Present
Bingham, Osborn & Scarborough March 2010 - October 2011
Dimensional Fund Advisors August 2006 - December 2009
Bjurman, Barry & Associates August 2003 - August 2006
Education
University of California, Irvine 1997 — 2002
B.A. International Studies
Western Asset Management October 2011 - Present
Bingham, Osborn & Scarborough March 2010 - October 2011
Dimensional Fund Advisors August 2006 - December 2009
Bjurman, Barry & Associates August 2003 - August 2006
Education
University of California, Irvine 1997 — 2002
B.A. International Studies
Lindsey (Evers) Leaf's Bingham, Osborn & Scarborough Experience July 2006 - July 2009
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab July 2012 - February 2015
Charles Schwab July 2011 - July 2012
Whirlpool Corporation May 2010 - August 2010
Bingham, Osborn & Scarborough July 2006 - July 2009
Office of U.S. Senator Dianne Feinstein January 2005 - June 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
University of California, Los Angeles 2000 — 2004
BA, Mass Communications
Charles Schwab March 2015 - Present
Charles Schwab July 2012 - February 2015
Charles Schwab July 2011 - July 2012
Whirlpool Corporation May 2010 - August 2010
Bingham, Osborn & Scarborough July 2006 - July 2009
Office of U.S. Senator Dianne Feinstein January 2005 - June 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
University of California, Los Angeles 2000 — 2004
BA, Mass Communications
Monique Cisneros's Bingham, Osborn & Scarborough Experience August 2006 - March 2007
Job Operations and IT Administrator at Osterweis Capital Management
Industry Financial Services
Experience
BriteVision Media June 2007 - February 2008
Interep March 2007 - June 2007
Bingham, Osborn & Scarborough August 2006 - March 2007
Skills
Highly self-motivated, Eye for Details, Dedicated Professional, Eager to learn new..., Flexibility, Communication, Time Management, Analytical Skills, Hedge Funds, Equities, Asset Management, Nonprofits, Management, Customer Service, Fixed Income
Education
City College of San Francisco 2011 — 2013
Supervision Certificate of Accomplishment, Business Administration and Management, General, 4.0 GPA
City College of San Francisco 2011 — 2013
Certification in Supervision and Management, Supervision and Management
Learn iT! 2011 — 2011
Certification of Completion for Word 2010, Office 2010
Learn iT! 2011 — 2011
Certification of Completion for Excel 2010, Information Technology
San Francisco State University 2002 — 2006
Bachelor's degree, Business/Corporate Communications
BriteVision Media June 2007 - February 2008
Interep March 2007 - June 2007
Bingham, Osborn & Scarborough August 2006 - March 2007
Skills
Highly self-motivated, Eye for Details, Dedicated Professional, Eager to learn new..., Flexibility, Communication, Time Management, Analytical Skills, Hedge Funds, Equities, Asset Management, Nonprofits, Management, Customer Service, Fixed Income
Education
City College of San Francisco 2011 — 2013
Supervision Certificate of Accomplishment, Business Administration and Management, General, 4.0 GPA
City College of San Francisco 2011 — 2013
Certification in Supervision and Management, Supervision and Management
Learn iT! 2011 — 2011
Certification of Completion for Word 2010, Office 2010
Learn iT! 2011 — 2011
Certification of Completion for Excel 2010, Information Technology
San Francisco State University 2002 — 2006
Bachelor's degree, Business/Corporate Communications
Joel DeMaria, CFP®'s Bingham, Osborn & Scarborough Experience April 2008 - Present
Job Porfolio Manager at Bingham, Osborn & Scarborough
Industry Financial Services
Experience
Bingham, Osborn & Scarborough April 2008 - Present
Citi Prime Finance October 2007 - April 2008
Mellon Financial January 2006 - May 2007
Education
Brown University 2003 — 2005
BA, Economics
Bingham, Osborn & Scarborough April 2008 - Present
Citi Prime Finance October 2007 - April 2008
Mellon Financial January 2006 - May 2007
Education
Brown University 2003 — 2005
BA, Economics
Steve Caltagirone, CFP®'s Bingham, Osborn & Scarborough Experience 2008 - 2009
Job Client Advisor at Mission Wealth Management, LLC
Industry Financial Services
Experience
Mission Wealth Management, LLC 2013 - Present
Elmwood Wealth Management, Inc. 2012 - 2013
Osborne Partners Capital Management 2010 - 2012
Bingham, Osborn & Scarborough 2008 - 2009
Fisher Investments 2003 - 2008
Banc of America Securities 1998 - 2000
Montgomery Asset Management 1996 - 1998
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
Saint Mary's College of California 1992 — 1995
BS, Finance
Mission Wealth Management, LLC 2013 - Present
Elmwood Wealth Management, Inc. 2012 - 2013
Osborne Partners Capital Management 2010 - 2012
Bingham, Osborn & Scarborough 2008 - 2009
Fisher Investments 2003 - 2008
Banc of America Securities 1998 - 2000
Montgomery Asset Management 1996 - 1998
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
Saint Mary's College of California 1992 — 1995
BS, Finance
Heather Hutchinson's Bingham, Osborn & Scarborough Experience 1997 - 2002
Job Principal, Hutchinson & Ziegler Financial Advisors, Inc.
Industry Financial Services
Experience
Hutchinson & Ziegler Financial Advisors, Inc. January 2003 - Present
Bingham, Osborn & Scarborough 1997 - 2002
Education
University of California, Santa Cruz 1988 — 1993
BA, Language Studies
Hutchinson & Ziegler Financial Advisors, Inc. January 2003 - Present
Bingham, Osborn & Scarborough 1997 - 2002
Education
University of California, Santa Cruz 1988 — 1993
BA, Language Studies
Anne Shearer's Bingham, Osborn & Scarborough Experience July 2011 - August 2013
Job Former Coordinator of Tutoring
Industry Higher Education
Experience
Bingham, Osborn & Scarborough July 2011 - August 2013
University of South Carolina August 2010 - April 2011
University of South Carolina Aiken July 2008 - August 2010
University of South Carolina August 2006 - June 2008
Skills
Higher Education, Career Counseling, Resume Writing, Teaching, Community Relations, Social Networking, Proofreading, Editing, Writing, Proposal Writing, coaching verbal and..., Office Administration, Budget Management, Violin, Crochet, Baking, Tutoring, Student Affairs, Student Development
Education
University of South Carolina-Columbia 2006 — 2008
M.Ed, Higher Education and Student Affairs
The University of New Mexico 2002 — 2006
BA, Sociology
Bingham, Osborn & Scarborough July 2011 - August 2013
University of South Carolina August 2010 - April 2011
University of South Carolina Aiken July 2008 - August 2010
University of South Carolina August 2006 - June 2008
Skills
Higher Education, Career Counseling, Resume Writing, Teaching, Community Relations, Social Networking, Proofreading, Editing, Writing, Proposal Writing, coaching verbal and..., Office Administration, Budget Management, Violin, Crochet, Baking, Tutoring, Student Affairs, Student Development
Education
University of South Carolina-Columbia 2006 — 2008
M.Ed, Higher Education and Student Affairs
The University of New Mexico 2002 — 2006
BA, Sociology
Rich Golinski, CFA's Bingham, Osborn & Scarborough Experience January 2000 - Present
Job Financial Advisor and Chief Investment Officer, Bingham, Osborn & Scarborough, LLC
Industry Financial Services
Experience
Bingham, Osborn & Scarborough January 2000 - Present
Education
University of Pennsylvania - The Wharton School 1979 — 1982
Bachelor of Science in Economics, Finance and Accounting
Bingham, Osborn & Scarborough January 2000 - Present
Education
University of Pennsylvania - The Wharton School 1979 — 1982
Bachelor of Science in Economics, Finance and Accounting
Christine Yee's Bingham, Osborn & Scarborough Experience 2008 - Present
Job Portfolio Manager at Bingham, Osborn & Scarborough
Industry Investment Management
Experience
Bingham, Osborn & Scarborough 2008 - Present
Bingham, Osborn & Scarborough 2005 - 2007
Thomson Reuters 2001 - 2005
Skills
Wealth Management, Strategic Financial...
Education
University of California, Berkeley 2007 — 2008
UC Berkeley Extension - Personal Financial Planning Certificate
San Francisco State University 1996 — 2000
Bachelor's Degree, Business Administration and Management
Bingham, Osborn & Scarborough 2008 - Present
Bingham, Osborn & Scarborough 2005 - 2007
Thomson Reuters 2001 - 2005
Skills
Wealth Management, Strategic Financial...
Education
University of California, Berkeley 2007 — 2008
UC Berkeley Extension - Personal Financial Planning Certificate
San Francisco State University 1996 — 2000
Bachelor's Degree, Business Administration and Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY