Forward Management
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Forward Management Employees
Employee
Years
Job
Industry
Nicholas Reilly Nicholas Reilly's Forward Management Experience May 2005 - October 2008
Job Vice Principal Client Services at IV Lions Wealth Advisory LLC
Industry Investment Management
Experience
IV Lions LLC April 2013 - Present
Marin Senior Coor. Council 2010 - 2013
Forward Management May 2005 - October 2008
Laidlaw Ltd August 2003 - May 2005
Skills
Sales, Customer Service, Wealth Management, Investments, Asset Managment, Closed-end Funds, Mutual Funds, ETFs, Emerging Markets, Financial Advisory, FINRA, Asset Management, Finance, Portfolio Management, Investment Advisory, Financial Services, Investment Strategies, Alternative Investments, Equities
Education
SFSU 2012 — 2013
Certified Financial Planner, Investments
Saint Mary's College of California 1994 — 1999
B.S, Health and Physical Education/Fitness
IV Lions LLC April 2013 - Present
Marin Senior Coor. Council 2010 - 2013
Forward Management May 2005 - October 2008
Laidlaw Ltd August 2003 - May 2005
Skills
Sales, Customer Service, Wealth Management, Investments, Asset Managment, Closed-end Funds, Mutual Funds, ETFs, Emerging Markets, Financial Advisory, FINRA, Asset Management, Finance, Portfolio Management, Investment Advisory, Financial Services, Investment Strategies, Alternative Investments, Equities
Education
SFSU 2012 — 2013
Certified Financial Planner, Investments
Saint Mary's College of California 1994 — 1999
B.S, Health and Physical Education/Fitness
Kayron Evans Kayron Evans's Forward Management Experience June 2007 - August 2011
Job Professional with Extensive Editorial, Marketing, and Project Management Experience
Industry Writing and Editing
Experience
Forward Management June 2007 - August 2011
Managers Investment Group September 2005 - June 2007
Pacific Consulting Group January 2002 - September 2005
Pacific Consulting Group July 2000 - January 2002
Pacific Consulting Group September 1998 - July 2000
Skills
Marketing, Editing, Proofreading, Copywriting, Marketing Communications, CRM, Email Marketing, Social Media Marketing, Online Marketing, Copy Editing, Project Management, Marketing Copy, Marketing Management, Analytical Reasoning, Analysis, Integrated Marketing, Digital Marketing, Writing
Education
Kennesaw State University 1995 — 1998
Bachelor of Science (B.S.), Communications (Minor: English)
Forward Management June 2007 - August 2011
Managers Investment Group September 2005 - June 2007
Pacific Consulting Group January 2002 - September 2005
Pacific Consulting Group July 2000 - January 2002
Pacific Consulting Group September 1998 - July 2000
Skills
Marketing, Editing, Proofreading, Copywriting, Marketing Communications, CRM, Email Marketing, Social Media Marketing, Online Marketing, Copy Editing, Project Management, Marketing Copy, Marketing Management, Analytical Reasoning, Analysis, Integrated Marketing, Digital Marketing, Writing
Education
Kennesaw State University 1995 — 1998
Bachelor of Science (B.S.), Communications (Minor: English)
Brianne Howell Brianne Howell's Forward Management Experience January 2009 - April 2010
Job Marketing Alternative Strategies, Product Marketing Manager
Industry Financial Services
Experience
Financial Services August 2012 - Present
Forward May 2011 - August 2012
Forward May 2010 - May 2011
Forward Management January 2009 - April 2010
Sonoma Avenue Church of Christ July 2008 - September 2008
Associated Students, Inc., Cal Poly San Luis Obispo June 2007 - June 2008
Skills
Project Execution, Prioritization, Organizational..., Organizational..., Events Marketing, Outlook, Excel, Word, Microsoft Word, Marketing, Project Management, Time Management, Management, Adobe Acrobat, Microsoft Excel, Organization &..., Event Planning, Salesforce.com, Product Marketing, Strategy, Facebook, Customer Service, Social Media, Photoshop, Disney
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Psychology
Financial Services August 2012 - Present
Forward May 2011 - August 2012
Forward May 2010 - May 2011
Forward Management January 2009 - April 2010
Sonoma Avenue Church of Christ July 2008 - September 2008
Associated Students, Inc., Cal Poly San Luis Obispo June 2007 - June 2008
Skills
Project Execution, Prioritization, Organizational..., Organizational..., Events Marketing, Outlook, Excel, Word, Microsoft Word, Marketing, Project Management, Time Management, Management, Adobe Acrobat, Microsoft Excel, Organization &..., Event Planning, Salesforce.com, Product Marketing, Strategy, Facebook, Customer Service, Social Media, Photoshop, Disney
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Psychology
Justina Childs Justina Childs's Forward Management Experience June 2009 - June 2010
Job PreMed Graduate Student
Industry Higher Education
Experience
California State University, East Bay September 2014 - Present
Prima Facia Skincare September 2012 - Present
Forward Management June 2009 - June 2010
Kensington Investment Group February 2005 - June 2009
Skills
Aesthetics, Waxing, Chemical Peels, Microdermabrasion, Facials, Microcurrent, Graphic Design, InDesign, Microsoft Office, Adobe Creative Suite
Education
California State University-East Bay 2014 — 2016
Pre-Medicine/Pre-Medical Studies
San Francisco Institute of Esthetics and Cosmetology 2012 — 2012
Esthetics
California State University-Hayward 2001 — 2004
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
California State University, East Bay September 2014 - Present
Prima Facia Skincare September 2012 - Present
Forward Management June 2009 - June 2010
Kensington Investment Group February 2005 - June 2009
Skills
Aesthetics, Waxing, Chemical Peels, Microdermabrasion, Facials, Microcurrent, Graphic Design, InDesign, Microsoft Office, Adobe Creative Suite
Education
California State University-East Bay 2014 — 2016
Pre-Medicine/Pre-Medical Studies
San Francisco Institute of Esthetics and Cosmetology 2012 — 2012
Esthetics
California State University-Hayward 2001 — 2004
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Fabian C. Garces, CFA Fabian C. Garces, CFA's Forward Management Experience August 2008 - June 2011
Job Director of Investments, Strategy
Industry Investment Management
Experience
Calvo Enterprises, Inc. July 2011 - Present
Forward Management August 2008 - June 2011
Skills
Asset Management, Equity Research, Fundamental Research, Financial Statement..., Financial Modeling, Capital Markets, Alternative Investment..., Portfolio Strategy, Bloomberg, Asset Managment, Alternative Investments, Portfolio Management, Strategy, Investment Strategies, Research, Equities, Financial Services, Mergers & Acquisitions, Derivatives, Finance, Fixed Income, Mutual Funds, Risk Management, Investment Management, Analysis, Leadership, Business Strategy, Valuation, Hedge Funds, Asset Allocation, Investments
Education
California Polytechnic State University-San Luis Obispo
BS, Economics, Finance, Spanish
CFA Institute
Calvo Enterprises, Inc. July 2011 - Present
Forward Management August 2008 - June 2011
Skills
Asset Management, Equity Research, Fundamental Research, Financial Statement..., Financial Modeling, Capital Markets, Alternative Investment..., Portfolio Strategy, Bloomberg, Asset Managment, Alternative Investments, Portfolio Management, Strategy, Investment Strategies, Research, Equities, Financial Services, Mergers & Acquisitions, Derivatives, Finance, Fixed Income, Mutual Funds, Risk Management, Investment Management, Analysis, Leadership, Business Strategy, Valuation, Hedge Funds, Asset Allocation, Investments
Education
California Polytechnic State University-San Luis Obispo
BS, Economics, Finance, Spanish
CFA Institute
Mark Baeder Mark Baeder's Forward Management Experience June 2004 - September 2004
Job Sales Director at Sacred Rides Mountain Bike Adventures
Industry Leisure, Travel & Tourism
Experience
Sacred Rides Mountain Bike Adventures July 2013 - Present
Sacred Rides June 2012 - Present
NorCal Mountain Adventures LLC January 2012 - Present
Goldman Sachs September 2010 - July 2011
ReFlow January 2008 - September 2010
ReFlow 2004 - January 2008
Forward Management June 2004 - September 2004
Skills
Bloomberg, Investment Strategies, Fixed Income, Equity Research, Financial Modeling, Financial Services, Series 63, Derivatives, Capital Markets, Private Equity, Emerging Markets, Quantitative Analytics
Education
UC berkeley extension 2007 — 2009
Certificate in Finance, Investment Management
Boston University 2000 — 2004
BA, International Relations
IMBA
Monte Vista
Sacred Rides Mountain Bike Adventures July 2013 - Present
Sacred Rides June 2012 - Present
NorCal Mountain Adventures LLC January 2012 - Present
Goldman Sachs September 2010 - July 2011
ReFlow January 2008 - September 2010
ReFlow 2004 - January 2008
Forward Management June 2004 - September 2004
Skills
Bloomberg, Investment Strategies, Fixed Income, Equity Research, Financial Modeling, Financial Services, Series 63, Derivatives, Capital Markets, Private Equity, Emerging Markets, Quantitative Analytics
Education
UC berkeley extension 2007 — 2009
Certificate in Finance, Investment Management
Boston University 2000 — 2004
BA, International Relations
IMBA
Monte Vista
Shelly Maas Shelly Maas's Forward Management Experience September 2003 - July 2011
Job Licensed Financial Services Professional
Industry Investment Management
Experience
Bank of America 2012 - Present
MetLife March 2012 - August 2012
Forward Management September 2003 - July 2011
Maurice The Fish Records August 2008 - December 2009
Banc of America Investment Services October 2002 - September 2003
Edward Jones January 2001 - January 2002
KeyBanc Capital Markets August 1997 - June 2001
Seafirst Investment Services June 1996 - August 1997
Talbot Financial Services March 1994 - May 1996
Starbucks Coffee Company 1992 - 1995
Skills
Mutual Funds, Investments, Financial Planning, Asset Allocation, Annuities, Series 7, Retirement Planning, Customer Service, New Business Development, Fixed Income, Promotions, Series 63, Series 65, Institutional Sales, Bank Investment..., Sales Force..., Database Management, Launching Of New..., Excel
Education
Art Institute of Seattle 1990 — 1992
Associates of Applied Arts, Music Video Business
Bank of America 2012 - Present
MetLife March 2012 - August 2012
Forward Management September 2003 - July 2011
Maurice The Fish Records August 2008 - December 2009
Banc of America Investment Services October 2002 - September 2003
Edward Jones January 2001 - January 2002
KeyBanc Capital Markets August 1997 - June 2001
Seafirst Investment Services June 1996 - August 1997
Talbot Financial Services March 1994 - May 1996
Starbucks Coffee Company 1992 - 1995
Skills
Mutual Funds, Investments, Financial Planning, Asset Allocation, Annuities, Series 7, Retirement Planning, Customer Service, New Business Development, Fixed Income, Promotions, Series 63, Series 65, Institutional Sales, Bank Investment..., Sales Force..., Database Management, Launching Of New..., Excel
Education
Art Institute of Seattle 1990 — 1992
Associates of Applied Arts, Music Video Business
Justin Welsh, CFA Justin Welsh, CFA's Forward Management Experience 2000 - 2003
Job Data Whisperer | Data Visualization Specialist | Principal Sales Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle March 2015 - Present
TIBCO Software Inc. June 2013 - January 2015
Cisco Systems, Inc. 2003 - June 2013
Mountain View Analytics December 1999 - November 2009
Forward Management 2000 - 2003
Wall Street Analytics 1997 - 1999
Talus Solutions Group 1987 - 1997
Skills
Business Modeling, Financial Modeling, Data Visualization, Competitive Analysis, Analytics, Strategy, Go-to-market Strategy, Data Mining, Program Management, Cross-functional Team..., Entrepreneurship, SaaS, Market Research, Sales Enablement, Leadership, Management, Segmentation, Cloud Computing
Education
Stanford University
MS, Engineering Economic Systems
UC Santa Barbara
BS, Electrical Computer Engineering
Oracle March 2015 - Present
TIBCO Software Inc. June 2013 - January 2015
Cisco Systems, Inc. 2003 - June 2013
Mountain View Analytics December 1999 - November 2009
Forward Management 2000 - 2003
Wall Street Analytics 1997 - 1999
Talus Solutions Group 1987 - 1997
Skills
Business Modeling, Financial Modeling, Data Visualization, Competitive Analysis, Analytics, Strategy, Go-to-market Strategy, Data Mining, Program Management, Cross-functional Team..., Entrepreneurship, SaaS, Market Research, Sales Enablement, Leadership, Management, Segmentation, Cloud Computing
Education
Stanford University
MS, Engineering Economic Systems
UC Santa Barbara
BS, Electrical Computer Engineering
Craig Kirkpatrick's Forward Management Experience June 2009 - November 2009
Job at Orinda Asset Management
Industry Financial Services
Experience
Orinda Asset Management July 2010 - Present
Forward Management June 2009 - November 2009
Kensington Investment Group August 1993 - May 2009
Liquidity Fund Investment Corporation 1985 - 1992
Education
University of California, Berkeley 1982 — 1984
Bachelor’s Degree, Finance, General
Orinda Asset Management July 2010 - Present
Forward Management June 2009 - November 2009
Kensington Investment Group August 1993 - May 2009
Liquidity Fund Investment Corporation 1985 - 1992
Education
University of California, Berkeley 1982 — 1984
Bachelor’s Degree, Finance, General
Vicki Siolos's Forward Management Experience September 2009 - September 2013
Job Editorial Director at drip.fm
Industry Music
Experience
Freelance September 2001 - Present
drip.fm May 2013 - 2014
Forward Management September 2009 - September 2013
AOL May 2009 - May 2010
Basstown September 2007 - April 2010
Resident Advisor March 2009 - January 2010
Boston's Weekly Dig July 2008 - September 2008
Planetary Group February 2006 - June 2008
Washington Square News October 2001 - January 2003
Skills
Public Relations, Event Planning, Research, Press Releases, Music Industry, Travel Planning, Talent Booking, Booking Shows, Advertising, Sales, Advertising Operations, Customer Service, Publicist Training, Social Media, Food Industry, Music Publicity, Collaborative Problem..., Biography, Editorial, Copywriting, Music, Social Media Marketing, Journalism, Blogging, Editing, WordPress
Education
New York University 2000 — 2004
Bachelor of Arts (B.A.), Individualized Study
Deer Park High School 1996 — 2000
diploma
Freelance September 2001 - Present
drip.fm May 2013 - 2014
Forward Management September 2009 - September 2013
AOL May 2009 - May 2010
Basstown September 2007 - April 2010
Resident Advisor March 2009 - January 2010
Boston's Weekly Dig July 2008 - September 2008
Planetary Group February 2006 - June 2008
Washington Square News October 2001 - January 2003
Skills
Public Relations, Event Planning, Research, Press Releases, Music Industry, Travel Planning, Talent Booking, Booking Shows, Advertising, Sales, Advertising Operations, Customer Service, Publicist Training, Social Media, Food Industry, Music Publicity, Collaborative Problem..., Biography, Editorial, Copywriting, Music, Social Media Marketing, Journalism, Blogging, Editing, WordPress
Education
New York University 2000 — 2004
Bachelor of Arts (B.A.), Individualized Study
Deer Park High School 1996 — 2000
diploma
Brendon Schmitt's Forward Management Experience April 2011 - November 2011
Job Account Manager | Xignite
Industry Financial Services
Experience
Xignite July 2015 - Present
Eze Software Group August 2013 - July 2015
Forward Management April 2011 - November 2011
Forward Management July 2009 - April 2011
Forward Management June 2007 - July 2009
Franklin Templeton Investments June 2006 - August 2006
Skills
Business Development, Project Management, Operations Management, Sales, Technological..., Process Efficiency, Investment Strategies, Alternative Investments, CRM, Well Travelled, Mutual Funds, Start-ups, Investments, Financial Services, Portfolio Management, Series 63, Investment Management, Asset Allocation, Series 7, ETFs, Account Management, Investment Advisory, Securities, Equities, Hedge Funds, Fitness
Education
University of California, Berkeley
B.A, Economics
Xignite July 2015 - Present
Eze Software Group August 2013 - July 2015
Forward Management April 2011 - November 2011
Forward Management July 2009 - April 2011
Forward Management June 2007 - July 2009
Franklin Templeton Investments June 2006 - August 2006
Skills
Business Development, Project Management, Operations Management, Sales, Technological..., Process Efficiency, Investment Strategies, Alternative Investments, CRM, Well Travelled, Mutual Funds, Start-ups, Investments, Financial Services, Portfolio Management, Series 63, Investment Management, Asset Allocation, Series 7, ETFs, Account Management, Investment Advisory, Securities, Equities, Hedge Funds, Fitness
Education
University of California, Berkeley
B.A, Economics
David M. Smith, CIMA® CFP® David M. Smith, CIMA® CFP®'s Forward Management Experience November 2001 - May 2003
Job Wealth Advisor and Managing Member at Robinson Smith Wealth Advisors
Industry Investment Management
Experience
Robinson Smith Wealth Advisors, LLC February 2013 - Present
BlackRock May 2003 - October 2012
Forward Management November 2001 - May 2003
KLD Research & Analytics November 2001 - March 2002
Citizens Funds October 1998 - November 2001
Fidelity Investments September 1991 - October 1998
Skills
Securities, Hedge Funds, Fixed Income, Retirement Planning, Private Equity, Bonds, Retirement, Financial Advisory, 401k, Strategic Financial..., Financial Planning, Financial Analysis, Investment Strategies, Institutional..., Alternative Investments, Charitable Giving, Charitable Gift Planning, Donor Advised Funds, Retirement Savings, Retirement Income..., Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Equity Capital Markets, Stocks, Stock Market Analysis, Stock Market, Restricted Stock, Concentrated Stock..., College Savings Plans, College Education..., Multi-generational..., Wealth Transfer, Intergenerational..., Portfolio Management, Model Portfolios, Investment Portfolio, Portfolio Optimization, Commodity, Small Business..., Wealth Accumulation, Wealth Preservation, Wealth Management..., Wealth Management, Wealth, Legacy Giving, Charitable Gift..., Philanthropy, Charitable Remainder..., Mutual Funds
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Boston University 1996 — 2001
Diploma in Financial Planning, Financial Planning and Services
University of Cincinnati 1984 — 1989
BA, Psychology
Robinson Smith Wealth Advisors, LLC February 2013 - Present
BlackRock May 2003 - October 2012
Forward Management November 2001 - May 2003
KLD Research & Analytics November 2001 - March 2002
Citizens Funds October 1998 - November 2001
Fidelity Investments September 1991 - October 1998
Skills
Securities, Hedge Funds, Fixed Income, Retirement Planning, Private Equity, Bonds, Retirement, Financial Advisory, 401k, Strategic Financial..., Financial Planning, Financial Analysis, Investment Strategies, Institutional..., Alternative Investments, Charitable Giving, Charitable Gift Planning, Donor Advised Funds, Retirement Savings, Retirement Income..., Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Equity Capital Markets, Stocks, Stock Market Analysis, Stock Market, Restricted Stock, Concentrated Stock..., College Savings Plans, College Education..., Multi-generational..., Wealth Transfer, Intergenerational..., Portfolio Management, Model Portfolios, Investment Portfolio, Portfolio Optimization, Commodity, Small Business..., Wealth Accumulation, Wealth Preservation, Wealth Management..., Wealth Management, Wealth, Legacy Giving, Charitable Gift..., Philanthropy, Charitable Remainder..., Mutual Funds
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Boston University 1996 — 2001
Diploma in Financial Planning, Financial Planning and Services
University of Cincinnati 1984 — 1989
BA, Psychology
Philip Cooke Philip Cooke's Forward Management Experience March 2014 - August 2015
Job Crossover Capital LLC
Industry Financial Services
Experience
Crossover Capital LLC September 2015 - Present
Forward Management March 2014 - August 2015
Insikt Inc. May 2013 - March 2014
Barclays Wealth June 2010 - May 2013
JMP Securities August 2009 - June 2010
Credit Suisse June 2007 - December 2008
Ascend Capital June 2006 - June 2007
Morgan Stanley June 2000 - June 2006
SBC Warburg April 1994 - June 2000
Skills
Banking, Alternative Investments, Pensions, Relationship Management, Asset Allocation, Retail Banking, Asset Management, Credit, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Securities, Bonds, Wealth, Investment Management, Structured Products, Funding, Structured Finance, Wealth Management..., Options, Finance, Cross Selling, Equity Derivatives, High Net Worth..., Hedging, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, Fixed Income
Education
University of San Diego 1990 — 1992
BA, Sociology
Crossover Capital LLC September 2015 - Present
Forward Management March 2014 - August 2015
Insikt Inc. May 2013 - March 2014
Barclays Wealth June 2010 - May 2013
JMP Securities August 2009 - June 2010
Credit Suisse June 2007 - December 2008
Ascend Capital June 2006 - June 2007
Morgan Stanley June 2000 - June 2006
SBC Warburg April 1994 - June 2000
Skills
Banking, Alternative Investments, Pensions, Relationship Management, Asset Allocation, Retail Banking, Asset Management, Credit, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Securities, Bonds, Wealth, Investment Management, Structured Products, Funding, Structured Finance, Wealth Management..., Options, Finance, Cross Selling, Equity Derivatives, High Net Worth..., Hedging, Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Capital Markets, Fixed Income
Education
University of San Diego 1990 — 1992
BA, Sociology
Richard Imperiale Richard Imperiale's Forward Management Experience 1999 - 2006
Job Chief Investment Officer Uniplan Investment Counsel
Industry Financial Services
Experience
Uniplan Investment Counsel, Inc. January 2011 - Present
Forward Management 1999 - 2006
Ziegler May 1982 - February 1984
First Wisconsin Bank & Trust February 1978 - April 1980
Skills
Portfolio Management, Asset Allocation, Equities, Mutual Funds, Alternative Investments, Investment Banking, Valuation, Asset Management, Options, Financial Advisory, Investments, Bloomberg, Credit, Investment Strategies, Series 7
Education
Marquette University
BS, Finance
Uniplan Investment Counsel, Inc. January 2011 - Present
Forward Management 1999 - 2006
Ziegler May 1982 - February 1984
First Wisconsin Bank & Trust February 1978 - April 1980
Skills
Portfolio Management, Asset Allocation, Equities, Mutual Funds, Alternative Investments, Investment Banking, Valuation, Asset Management, Options, Financial Advisory, Investments, Bloomberg, Credit, Investment Strategies, Series 7
Education
Marquette University
BS, Finance
Matt Grenfell, CFA Matt Grenfell, CFA's Forward Management Experience 2002 - 2003
Job Managing Director at Cardiff Capital
Industry Capital Markets
Experience
RE/MAX April 2015 - Present
Cardiff Capital January 2015 - Present
Janus Capital Group September 2006 - June 2014
BlackRock 2003 - 2006
Forward Management 2002 - 2003
Nicholas Applegate 1997 - 2002
Jack White & Co 1996 - 1997
SEI 1994 - 1996
Skills
Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Referral Development, Superior Client Service, stocks, Bonds, Business Ethics, Work Ethic, Strategic Consulting, Stocks, Separately Managed..., ETFs, Investment Management, Financial Advisory, Investment Advisory, Investment Strategies, Hedge Funds, Series 6, Wealth Management, Series 63, Fixed Annuities, Equities, Wealth Management..., Securities, Fixed Income, Series 24, 401k, Asset Management, Retirement, Financial Services, Portfolio Management, Bloomberg, Institutional...
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance
RE/MAX April 2015 - Present
Cardiff Capital January 2015 - Present
Janus Capital Group September 2006 - June 2014
BlackRock 2003 - 2006
Forward Management 2002 - 2003
Nicholas Applegate 1997 - 2002
Jack White & Co 1996 - 1997
SEI 1994 - 1996
Skills
Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Referral Development, Superior Client Service, stocks, Bonds, Business Ethics, Work Ethic, Strategic Consulting, Stocks, Separately Managed..., ETFs, Investment Management, Financial Advisory, Investment Advisory, Investment Strategies, Hedge Funds, Series 6, Wealth Management, Series 63, Fixed Annuities, Equities, Wealth Management..., Securities, Fixed Income, Series 24, 401k, Asset Management, Retirement, Financial Services, Portfolio Management, Bloomberg, Institutional...
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance
Christina Zicree, PHR Christina Zicree, PHR's Forward Management Experience June 2001 - October 2007
Job HR Director at PBJS
Industry Human Resources
Experience
MSLGROUP January 2015 - Present
PBJS January 2015 - Present
HackerAgency October 2014 - December 2014
Forward December 2013 - September 2014
Forward March 2008 - November 2013
Nurun (fka Odopod) October 2007 - March 2008
Forward Management June 2001 - October 2007
Evant February 2000 - February 2001
Sectorbase.com 1999 - 2000
Skills
Human Resources, Recruiting, Onboarding, Talent Management, Benefits Administration, Budgets, Leadership Development, Performance Management, Talent Acquisition, Succession Planning, Compensation Strategies, Career Development, employee engagement, training, Employee Relations, Organizational..., Employee Benefits, Interviews, HRIS, Coaching
Education
San Francisco State University
Bachelor of Arts
University of California, Irvine
MSLGROUP January 2015 - Present
PBJS January 2015 - Present
HackerAgency October 2014 - December 2014
Forward December 2013 - September 2014
Forward March 2008 - November 2013
Nurun (fka Odopod) October 2007 - March 2008
Forward Management June 2001 - October 2007
Evant February 2000 - February 2001
Sectorbase.com 1999 - 2000
Skills
Human Resources, Recruiting, Onboarding, Talent Management, Benefits Administration, Budgets, Leadership Development, Performance Management, Talent Acquisition, Succession Planning, Compensation Strategies, Career Development, employee engagement, training, Employee Relations, Organizational..., Employee Benefits, Interviews, HRIS, Coaching
Education
San Francisco State University
Bachelor of Arts
University of California, Irvine
Shawn Forsythe Shawn Forsythe's Forward Management Experience June 2004 - July 2005
Job EDUCATION DIRECTOR at cccs
Industry Wholesale
Experience
Central California Cleaning Supply June 2005 - November 2014
Forward Management June 2004 - July 2005
Steam Genie December 1982 - June 2004
Skills
Sales, Purchasing, Inventory Management, Product Development, Management, Networking, Team Building, Sales Management, Customer Service, Strategic Planning, Budget, New Business Development, Operations Management, Coaching, Account Management, Leadership, Process Scheduler, Contract Negotiation, Training, Budgets, Business Planning, Marketing, Forecasting, Manufacturing, Small Business, Direct Sales, Sales Operations, Customer Satisfaction, B2B, Selling, Marketing Strategy, Negotiation
Education
Cuesta College 1981 — 1983
Mathematics, Chemistry
Central California Cleaning Supply June 2005 - November 2014
Forward Management June 2004 - July 2005
Steam Genie December 1982 - June 2004
Skills
Sales, Purchasing, Inventory Management, Product Development, Management, Networking, Team Building, Sales Management, Customer Service, Strategic Planning, Budget, New Business Development, Operations Management, Coaching, Account Management, Leadership, Process Scheduler, Contract Negotiation, Training, Budgets, Business Planning, Marketing, Forecasting, Manufacturing, Small Business, Direct Sales, Sales Operations, Customer Satisfaction, B2B, Selling, Marketing Strategy, Negotiation
Education
Cuesta College 1981 — 1983
Mathematics, Chemistry
David Quester David Quester's Forward Management Experience September 2009 - May 2011
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock May 2011 - Present
Forward Management September 2009 - May 2011
Citigroup March 1987 - September 2009
Skills
Mutual Funds, Alternative Investments, Retirement, Investments, Separately Managed..., Certified Investment..., CIMA, Broker-Dealer, Financial Technology, Wealth Management, Wealth Management..., Managed Money, Money Managers, Series 65, 401k Rollovers, Managed Futures, Alternative Investment..., Alternative Assets, Asset Allocation, Investment Advisory, Asset Managment, ETFs, Investment Strategies, Retirement Planning, Hedge Funds, Equities, Investment Management, 401k, Securities, Financial Advisory, Strategic Financial..., Financial Services, Capital Markets, Fund Of Funds, FINRA, Bonds, Fixed Annuities, Trading, Managing Accounts, High Net Worth..., Derivatives, Private Equity, Financial Markets, Equity Research, Estate Planning, Financial Modeling, Defined Contribution, Relationship Management, Asset, Risk Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.)
BlackRock May 2011 - Present
Forward Management September 2009 - May 2011
Citigroup March 1987 - September 2009
Skills
Mutual Funds, Alternative Investments, Retirement, Investments, Separately Managed..., Certified Investment..., CIMA, Broker-Dealer, Financial Technology, Wealth Management, Wealth Management..., Managed Money, Money Managers, Series 65, 401k Rollovers, Managed Futures, Alternative Investment..., Alternative Assets, Asset Allocation, Investment Advisory, Asset Managment, ETFs, Investment Strategies, Retirement Planning, Hedge Funds, Equities, Investment Management, 401k, Securities, Financial Advisory, Strategic Financial..., Financial Services, Capital Markets, Fund Of Funds, FINRA, Bonds, Fixed Annuities, Trading, Managing Accounts, High Net Worth..., Derivatives, Private Equity, Financial Markets, Equity Research, Estate Planning, Financial Modeling, Defined Contribution, Relationship Management, Asset, Risk Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.)
Richard Duff Richard Duff's Forward Management Experience 2001 - 2002
Job President at Redwood Investment Management
Industry Investment Management
Experience
Redwood Investment Management March 2015 - Present
OMT Capital Management May 2010 - February 2015
J&W Seligman 2008 - April 2010
Harvest Capital Strategies (formerly JMP Asset Management) 2006 - 2008
BlackRock 2002 - 2005
Forward Management 2001 - 2002
Nicholas Applegate 1998 - 2001
Pacific Income Advisers 1995 - 1998
Education
University of San Francisco School of Law 1992 — 1994
JD, Law
Washington and Lee University School of Law 1991 — 1992
Law
University of California, Berkeley 1989 — 1991
BA, History
Redwood Investment Management March 2015 - Present
OMT Capital Management May 2010 - February 2015
J&W Seligman 2008 - April 2010
Harvest Capital Strategies (formerly JMP Asset Management) 2006 - 2008
BlackRock 2002 - 2005
Forward Management 2001 - 2002
Nicholas Applegate 1998 - 2001
Pacific Income Advisers 1995 - 1998
Education
University of San Francisco School of Law 1992 — 1994
JD, Law
Washington and Lee University School of Law 1991 — 1992
Law
University of California, Berkeley 1989 — 1991
BA, History
Mari Pampena Mari Pampena's Forward Management Experience 2004 - 2007
Job Sales Reporting Analyst at Respironics, Inc.
Industry Accounting
Experience
Philips Respironics April 2007 - Present
Forward Management 2004 - 2007
Skills
Sales, Sales Operations, Management, Medical Devices, CRM, Sales Management, Training, Account Management, Cross-functional Team..., Analysis, Sales Analysis, SAP, SAP BW, Forecasting, Market Planning, Business Planning, Microsoft Excel, Business Intelligence, Kaizen
Education
Waynesburg University 2009 — 2011
MBA, Business
University of Pittsburgh 2000 — 2004
B.A., Majors: Economics and Political Science; Minor: Administration of Justice, graduated with honors
Philips Respironics April 2007 - Present
Forward Management 2004 - 2007
Skills
Sales, Sales Operations, Management, Medical Devices, CRM, Sales Management, Training, Account Management, Cross-functional Team..., Analysis, Sales Analysis, SAP, SAP BW, Forecasting, Market Planning, Business Planning, Microsoft Excel, Business Intelligence, Kaizen
Education
Waynesburg University 2009 — 2011
MBA, Business
University of Pittsburgh 2000 — 2004
B.A., Majors: Economics and Political Science; Minor: Administration of Justice, graduated with honors
Darrell Davis's Forward Management Experience October 2001 - July 2010
Job VP Technical Operations at Lending Club
Industry Internet
Experience
Lending Club October 2012 - Present
Xydo July 2010 - Present
Forward Management October 2001 - July 2010
Reflow Management October 2001 - July 2010
Morgan Stanley Online February 2000 - April 2001
Discover Brokerage (Morgan Stanley Dean Witter) January 1997 - January 2000
Lombard Brokerage April 1995 - December 1996
Lawrence Berkeley Lab May 1991 - March 1995
Price Waterhouse September 1990 - April 1991
Howard Needles Tammen & Bergendoff September 1988 - August 1990
Skills
Cloud Computing, Scalability, Start-ups, SaaS, Enterprise Software, Big Data, Product Management, Hadoop, Agile Methodologies, Enterprise Architecture, Architecture, Data Center, IT Strategy, High Performance..., Agile Project Management, Software Development, E-commerce, Distributed Systems, Management, Disaster Recovery, Unix, Linux, Architectures, SDLC, Leadership, Consulting, Puppet, Vendor Management, Virtualization, Software Project..., DevOps, MySQL, CRM
Education
University of North Texas 1980 — 1987
B.S.
Lending Club October 2012 - Present
Xydo July 2010 - Present
Forward Management October 2001 - July 2010
Reflow Management October 2001 - July 2010
Morgan Stanley Online February 2000 - April 2001
Discover Brokerage (Morgan Stanley Dean Witter) January 1997 - January 2000
Lombard Brokerage April 1995 - December 1996
Lawrence Berkeley Lab May 1991 - March 1995
Price Waterhouse September 1990 - April 1991
Howard Needles Tammen & Bergendoff September 1988 - August 1990
Skills
Cloud Computing, Scalability, Start-ups, SaaS, Enterprise Software, Big Data, Product Management, Hadoop, Agile Methodologies, Enterprise Architecture, Architecture, Data Center, IT Strategy, High Performance..., Agile Project Management, Software Development, E-commerce, Distributed Systems, Management, Disaster Recovery, Unix, Linux, Architectures, SDLC, Leadership, Consulting, Puppet, Vendor Management, Virtualization, Software Project..., DevOps, MySQL, CRM
Education
University of North Texas 1980 — 1987
B.S.
Kris Jamison's Forward Management Experience April 2003 - March 2010
Job Executive Vice President and COO Uniplan Investment Counsel
Industry Financial Services
Experience
Uniplan Investment Counsel, Inc. April 2010 - Present
Forward Management April 2003 - March 2010
Pimco June 1996 - March 2002
Nicholas Applegate 1996 - 2001
Skills
Alternative Investments, Asset Managment, Separately Managed..., Portfolio Management, Investments, Equities, Series 7, ETFs, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Financial Services, Series 63, Securities, Retirement Planning, Bloomberg, Fund Of Funds, FINRA, Investment Strategies, Asset Management, Investment Management, Wealth Management..., Fixed Income, Series 65, Capital Markets, Series 24, Hedge Funds
Education
Baker University
B.S. Biology
SMS
Uniplan Investment Counsel, Inc. April 2010 - Present
Forward Management April 2003 - March 2010
Pimco June 1996 - March 2002
Nicholas Applegate 1996 - 2001
Skills
Alternative Investments, Asset Managment, Separately Managed..., Portfolio Management, Investments, Equities, Series 7, ETFs, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Financial Services, Series 63, Securities, Retirement Planning, Bloomberg, Fund Of Funds, FINRA, Investment Strategies, Asset Management, Investment Management, Wealth Management..., Fixed Income, Series 65, Capital Markets, Series 24, Hedge Funds
Education
Baker University
B.S. Biology
SMS
Franco F. Solorzano's Forward Management Experience January 2013 - Present
Job Trading Assistant at Forward Management
Industry Investment Management
Experience
Forward Management January 2013 - Present
ReFlow Services, LLC April 2006 - December 2012
ReFlow Management, LLC April 2006 - December 2012
Forward Management April 2006 - November 2010
Sutton Place Management April 2006 - November 2010
Charles Schwab March 2003 - February 2006
Morgan Stanley 1993 - 2002
Morgan Stanley Online 1993 - 2002
Skills
Asset Managment, Securities, Asset Management, Financial Services, Trading, Investments, Mutual Funds, Alternative Investments, Business Strategy, Hedge Funds, FINRA, Series 7, Asset Allocation, Investment Management, Portfolio Management
Education
John F. Kennedy University 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Forward Management January 2013 - Present
ReFlow Services, LLC April 2006 - December 2012
ReFlow Management, LLC April 2006 - December 2012
Forward Management April 2006 - November 2010
Sutton Place Management April 2006 - November 2010
Charles Schwab March 2003 - February 2006
Morgan Stanley 1993 - 2002
Morgan Stanley Online 1993 - 2002
Skills
Asset Managment, Securities, Asset Management, Financial Services, Trading, Investments, Mutual Funds, Alternative Investments, Business Strategy, Hedge Funds, FINRA, Series 7, Asset Allocation, Investment Management, Portfolio Management
Education
John F. Kennedy University 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Heather Conlan Slate's Forward Management Experience August 2015 - Present
Job Director of Compliance
Industry Financial Services
Experience
Forward Management August 2015 - Present
Lateef Investment Management February 2011 - August 2015
Envestnet Asset Management April 2007 - March 2010
Thomas Weisel Partners April 2001 - April 2007
Skills
Equities
Education
University of California, Los Angeles
BA
Forward Management August 2015 - Present
Lateef Investment Management February 2011 - August 2015
Envestnet Asset Management April 2007 - March 2010
Thomas Weisel Partners April 2001 - April 2007
Skills
Equities
Education
University of California, Los Angeles
BA
Chris Rochester's Forward Management Experience June 2008 - August 2008
Job Equity Research Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments December 2010 - December 2012
Franklin Templeton Investments March 2010 - December 2010
Forward Management June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Investments, Mutual Funds, Equities, Fixed Income, Bonds, Asset Managment, Financial Modeling, Financial Analysis, Valuation, Asset Allocation, Economics, Asset Management, Portfolio Management, Equity Research
Education
The Johns Hopkins University 2005 — 2009
B.A., Economics
Sacred Heart Preparatory 2001 — 2005
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments December 2010 - December 2012
Franklin Templeton Investments March 2010 - December 2010
Forward Management June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Investments, Mutual Funds, Equities, Fixed Income, Bonds, Asset Managment, Financial Modeling, Financial Analysis, Valuation, Asset Allocation, Economics, Asset Management, Portfolio Management, Equity Research
Education
The Johns Hopkins University 2005 — 2009
B.A., Economics
Sacred Heart Preparatory 2001 — 2005
Bill Prezant's Forward Management Experience February 2005 - Present
Job Member Board of Directors at Hambrecht Partners Holding, LLC
Industry Law Practice
Experience
Hambrecht Partners Holding, LLC July 2014 - Present
Strategic Hotels & Resorts April 2006 - Present
Forward Management February 2005 - Present
Prezant & Mollath September 1987 - Present
Skills
Hedge Funds, Real Estate Development, Equities, Nonprofits, Business Strategy, Due Diligence, Asset Management, Private Equity, Strategic Planning, Mergers & Acquisitions, Management, Portfolio Management, Valuation, Capital Markets, Investment Management, Start-ups, Investments, Public Speaking, Asset Managment, Alternative Investments, Investment Strategies, Financial Modeling, Business Development, Asset Allocation, Venture Capital, Corporate Development, Fund Of Funds, Fixed Income, Corporate Finance, Emerging Markets, Investment Banking, Financial Analysis, Financial Services, Investment Advisory, Executive Management, Strategic Financial...
Education
Georgetown University Law Center 1968 — 1971
J.D., Law
University of Southern California 1964 — 1968
A.B., Political Science
Hambrecht Partners Holding, LLC July 2014 - Present
Strategic Hotels & Resorts April 2006 - Present
Forward Management February 2005 - Present
Prezant & Mollath September 1987 - Present
Skills
Hedge Funds, Real Estate Development, Equities, Nonprofits, Business Strategy, Due Diligence, Asset Management, Private Equity, Strategic Planning, Mergers & Acquisitions, Management, Portfolio Management, Valuation, Capital Markets, Investment Management, Start-ups, Investments, Public Speaking, Asset Managment, Alternative Investments, Investment Strategies, Financial Modeling, Business Development, Asset Allocation, Venture Capital, Corporate Development, Fund Of Funds, Fixed Income, Corporate Finance, Emerging Markets, Investment Banking, Financial Analysis, Financial Services, Investment Advisory, Executive Management, Strategic Financial...
Education
Georgetown University Law Center 1968 — 1971
J.D., Law
University of Southern California 1964 — 1968
A.B., Political Science
Michelle Madigan's Forward Management Experience 2008 - 2010
Job Project Manager, KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc. April 2015 - Present
Philips Healthcare January 2014 - January 2015
Biking Bilboards March 2013 - January 2014
Russell Investments March 2013 - November 2013
Marketing / Project Planning & Implementation 2010 - 2013
Forward Management 2008 - 2010
Accessor Capital Management 1999 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Entrepreneurship
Education
Purdue University 1985 — 1989
Bachelor of Arts (B.A.), Marketing and Communications
Carmel High School 1981 — 1985
KMS Financial Services, Inc. April 2015 - Present
Philips Healthcare January 2014 - January 2015
Biking Bilboards March 2013 - January 2014
Russell Investments March 2013 - November 2013
Marketing / Project Planning & Implementation 2010 - 2013
Forward Management 2008 - 2010
Accessor Capital Management 1999 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Entrepreneurship
Education
Purdue University 1985 — 1989
Bachelor of Arts (B.A.), Marketing and Communications
Carmel High School 1981 — 1985
Lorelei Trammell's Forward Management Experience November 2010 - June 2011
Job Ardently Willing to Explore Any Industry
Industry Financial Services
Experience
Forward Management November 2010 - June 2011
Education
Bard College 2008 — 2010
Associate, Liberal Arts
Forward Management November 2010 - June 2011
Education
Bard College 2008 — 2010
Associate, Liberal Arts
John Gennovario's Forward Management Experience 2010 - March 2013
Job Mutual Fund Industry Professional Seeking Opportunities
Industry Investment Management
Experience
Forward Management 2010 - March 2013
RS Investments 2007 - 2009
Independent Management Consulting Professional 2006 - 2006
PFPC Inc. 2005 - 2005
Franklin Templeton Investments 2005 - 2005
Management Consultant 2003 - 2004
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark) 2000 - 2002
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark) 1988 - 1998
PricewaterhouseCoopers 1982 - 1985
Skills
Investments, Equities, Hedge Funds, Fund Accounting, Management, Mutual Funds, Accounting, Securities, Auditing, Fund Of Funds, Corporate Actions
Education
Rutgers University-New Brunswick 1978 — 1982
B.A. Business Administration, Accounting
Monterey Institute of International Studies 1986 — 1987
Forward Management 2010 - March 2013
RS Investments 2007 - 2009
Independent Management Consulting Professional 2006 - 2006
PFPC Inc. 2005 - 2005
Franklin Templeton Investments 2005 - 2005
Management Consultant 2003 - 2004
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark) 2000 - 2002
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark) 1988 - 1998
PricewaterhouseCoopers 1982 - 1985
Skills
Investments, Equities, Hedge Funds, Fund Accounting, Management, Mutual Funds, Accounting, Securities, Auditing, Fund Of Funds, Corporate Actions
Education
Rutgers University-New Brunswick 1978 — 1982
B.A. Business Administration, Accounting
Monterey Institute of International Studies 1986 — 1987