Cypress Wealth Advisors
Address: 101 California St # 1025, San Francisco, CA 94111 Phone: (415) 489-2100Place name: : Hours: : Category: : : : : Website: Website: http://www.cypresswealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cypress Wealth Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Cypress Wealth Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cypress Wealth Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cypress Wealth Advisors Employees
Grace Persico AmeriCorps VISTA February 2015 - Present
Cypress Wealth Advisors July 2014 - January 2015
School Wise Press August 2013 - June 2014
UC Davis Extension March 2012 - August 2013
Skills Enrichment Program June 2009 - July 2010
Skills
Customer Service, Volunteer Management, Social Media..., Event Planning, Education, Non-profit Volunteer, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Data Entry, International Education, Teaching English as a..., Constant Contact, Volunteer Recruiting, Organizational..., Community Outreach, Communication Skills, Academic Writing, Teaching, Time Management, Communication, Public Speaking
Education
UC Davis 2009 — 2013
Bachelor of Arts (B.A.), International Relations
UC Davis 2009 — 2013
Bachelor of Arts (B.A.), Cultural Anthropology
Pasadena High School
Russell Hampton Trovagene, Inc. April 2015 - Present
DTI LLC February 2014 - April 2015
Cypress Wealth Advisors March 2013 - October 2013
California State Parks July 2008 - August 2010
Skills
Sales, Salesforce.com, Sales Analytics, Microsoft Office, New Business Development, Account Management, Litigation Support, Document Management, CRM, Research, PowerPoint, Microsoft Excel
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), International Relations with a focus in advanced industrialization and a minor in Political Science
Carlsbad High School 2004 — 2008
Vincent Colabianchi Cypress Wealth Advisors 2004 - Present
Springcreek Advisors, LLC 1997 - 2004
ARTHUR ANDERSEN (Official) 1991 - 1997
Skills
Estate Tax Planning, Estate & Gift Taxation, Wealth Transfer, Trust Taxation, Intergenerational..., Multi-generational..., Succession Planning, Family Office, Accounting Compliance, Wealth Preservation, Investments, Financial Analysis, Philanthropy, Asset Management, Finance, Financial Modeling, Portfolio Management, Due Diligence, Mergers & Acquisitions, Strategic Planning, Valuation
Education
Golden Gate University
Master’s Degree, Taxation
San Francisco State University
Bachelor’s Degree, Accounting and Finance
Sutter Health Department CoordinatorSutter HealthAugust 2014 - Present
NMCI Medical Clinic December 2012 - March 2013
Cypress Wealth Advisors February 2010 - June 2012
Commercial Coverage Insurance Agency May 2009 - August 2010
Arthur J. Gallagher and Co. June 2008 - August 2008
Skills
Typing, Organization, Organizational Design, Filing, Accounts Receivable, Telephone Reception, Customer Service, Accounts Payable, Training, Human Resources, Administrative..., Payroll, Microsoft Excel, Bookkeeping, Financial Statements, Office Management, Office Administration, Data Entry, Spreadsheets, Account Reconciliation, QuickBooks, Expenses, Confidentiality, Microsoft Word, Receptionist Duties, Travel Arrangements, Accounting, Lotus Notes, Microsoft Office, Finance, Budgets, Teamwork, PeopleSoft
Education
Kaplan University-Davenport Campus 2015 — 2016
Master of Healthcare Administration, Healthcare Administration
SFSU 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Christopher Dankworth Cypress Wealth Advisors July 2012 - Present
Charles Schwab November 1997 - July 2012
Education
St. Mary's College of California 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
James Longinotti, CFA Cypress Wealth Advisors April 2015 - Present
Cypress Wealth Advisors September 2011 - Present
Skills
Competitive Analysis, Market Research, Analysis, Marketing, Data Analysis, Analytics, Valuation, Finance, Research
Education
Washington University in St. Louis 2006 — 2010
Bachelor of Science in Business Administration, Finance
Cass Business School 2009 — 2009
International Internship Program
Barbara Young Cypress Wealth Advisors 2004 - Present
Springcreek Advisors, LLC December 1994 - September 2004
JPMorgan Chase October 1990 - December 1994
Wells Fargo October 1977 - October 1990
Skills
Investments, Asset Management, Private Equity, Hedge Funds, Alternative Investments, Valuation, Due Diligence, Equities, Portfolio Management, Financial Modeling, Mergers & Acquisitions
Education
St. Mary's College of California
Master of Business Administration (M.B.A.)
University of Santa Monica
Master of Arts (M.A.), Spiritual Psychology
University of California, Santa Barbara
Bachelor's degree, Sociology and Psychology
Cypress Wealth Advisors January 2006 - Present
L.J. Altfest & Co March 2002 - April 2005
TD Waterhouse 1996 - 2002
Skills
Financial Planning, Finance, Investments, Portfolio Management, Wealth Management
Education
The University of Texas at Austin 1989 — 1994
B.A., Economics
Cypress Wealth Advisors January 2012 - Present
Old Mill Capital Partners, LP March 2008 - January 2012
Blanco Partners, LP June 2004 - March 2008
Skills
Investments, Asset Management, Hedge Funds, Equities, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2004
MBA, Finance
The University of Texas at Austin 1994 — 1999
BA, Economics
Cypress Wealth Advisors August 2004 - Present
Cypress Wealth 2004 - Present
Education
University of California, Davis