Hollencrest Capital Management
Industry: Company
DescriptionFounded: 1999 Parent organization: Hollencrest Securities, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportHollencrest Capital ManagementWebsiteDirections Saved (0) Saved Save 1 Google review Financial institution in Newport Beach, California Address: 100 Bayview Cir #500, Newport Beach, CA 92660 Phone: (949) 737-7700: : : Website: : Place name: : Hours: Category: : Website: http://www.hollencrest.com/ Category: Financial Institution 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.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 Hollencrest Capital Management Posting publicly on the Web Write a review Reviews 1 Google review
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Hollencrest Capital Management Employees
Allied Professional Insurance December 2008 - Present
Merrill Lynch September 2002 - December 2008
Hollencrest Capital Management January 1997 - September 2002
Skills
Sales Management, Account Management, Insurance, Sales, Direct Sales, Relationship Management, New Business Development, Customer Retention, Cold Calling, Event Planning, Team Building, Leadership
Education
Chapman University 2003 — 2005
Bachelor's degree, Organizational Leadership
Westlake Financial Services 2013 - Present
LBA Realty June 2012 - September 2012
Hollencrest Capital Management January 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, Risk Management, Project Management, Credit Analysis, Investments, Management, Finance, Accounts Receivable, Accounts Payable, Analysis, Financial Analysis, MySQL, Credit Risk, Weka, ArcGIS, Financial Audits, SQL Server Management..., Eclipse, Visual Studio, PowerPoint, Microsoft Word, SSIS, Financial Modeling, Financial Risk, Data Analysis, Marketing, Forecasting, Accounting, Analytics, Banking, Loans
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Earth and Environmental Sciences, GPA 3.90
University of California, Irvine - The Paul Merage School of Business 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, GPA 3.90
OliverMcMillan February 2013 - Present
United States Department of Defense July 2011 - September 2012
redIT. October 2010 - July 2011
Sequoia Solar November 2009 - May 2010
Hollencrest Capital Management September 2008 - July 2009
Skills
Negotiation, QuickBooks, Outlook, Real Estate, Microsoft Excel, Marketing, Invoicing, Accounting, PowerPoint, Microsoft Word, Sales, Event Planning
Education
University of California, Irvine 2005 — 2009
Bachelor of Arts, Sociology
UCSD Extension 2014 — 2015
Design and Web Publishing
Hollencrest Capital Management July 2011 - Present
Momentous Insurance Brokerage, Inc. December 2009 - July 2011
U.S. Army June 2003 - July 2007
Skills
Relationship Management, Coaching, Leadership, Strategic Planning, Entrepreneurship, Financial Services, Estate Planning, Risk Management, Business Development, Management, Analysis, Financial Risk, Negotiation, Financial Analysis, Financial Modeling, Business Planning, Team Building, Mergers, Business Strategy, Contract Negotiation, Project Management, Real Estate Transactions, Private Foundations, Charity Work, Finance, Strategy, Investments
Education
University of California at Irvine 2013 — 2015
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of California, Los Angeles 1998 — 2001
BA, Political Science
AppFolio Inc. June 2014 - Present
AppFolio Inc. August 2013 - May 2014
AppFolio Inc. June 2012 - May 2014
SecureDocs January 2013 - January 2014
AppFolio Inc. March 2012 - May 2012
Southern Methodist University August 2008 - May 2012
Hollencrest Capital Management June 2010 - February 2012
Goodwill Fitness Center June 2009 - September 2009
Skills
Appfolio Property..., Investment Strategies, Portfolio Performance..., Market Research, Microsoft Office, Salesforce.com, Microsoft Excel, PowerPoint, Leadership, Social Media, Social Networking, Customer Service, Modern Portfolio Theory, SaaS, Account Management, Social Media Marketing, Sales, Event Planning, Public Speaking, Marketing, Research, Business Development, Risk Tolerance, Microsoft Word, Outlook, Financial Modeling, Data Analysis
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of Virginia 2010 — 2010
Semester At Sea
Morgan Stanley Wealth Management January 2007 - Present
Hollencrest Capital Management June 2002 - June 2006
Education
Kennesaw State University 1994 — 1996
North Cobb High School
The Blackstone Group July 2014 - Present
Lazard June 2012 - June 2014
Morgan Stanley June 2011 - August 2011
Hollencrest Capital Management August 2010 - September 2010
Evyavan Advisory Services June 2010 - August 2010
Fluidmaster June 2009 - August 2009
Skills
Java, Matlab, Python, R, Bloomberg, Microsoft Excel, Trading, Equities, Research, Investment Banking
Education
Princeton University 2008 — 2012
B.S.E., Operations Research and Financial Engineering
St. Margaret's Episcopal School 2004 — 2008
High School Diploma
NYCFC February 2014 - Present
Agent-cy Online Marketing, Inc October 2013 - January 2014
IMG January 2013 - June 2013
Orange Coast magazine at Emmis Communications May 2012 - September 2012
CU- Independent Newspaper September 2009 - May 2011
Hollencrest Capital Management 2008 - 2010
Skills
Journalism, Editing
Education
University of Colorado at Boulder 2009 — 2012
Journalism and Mass Communication, News-Editorial
Hollencrest Capital Management August 2014 - June 2015
UC Irvine Anteater Recreation Center September 2013 - June 2015
City of Mission Viejo July 2014 - July 2014
Real Estate Department of San Francisco June 2013 - August 2013
Lutheran Church of the Holy Spirit July 2012 - August 2012
One World Communications July 2011 - September 2011
Skills
Higher Education, Student Affairs, Sports, Community Outreach, Research, Customer Service, Editing, Event Planning, Facebook, Fundraising, Microsoft Excel, Microsoft Office, Nonprofits, Microsoft Word, Public Speaking, PowerPoint, Social Networking, Teamwork
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2015
Bachelor’s Degree, Business Administration, 3.3
Abraham Lincoln High School 2007 — 2011
High School
Mobile Direct May 2013 - Present
Clarity Capital Partners June 2011 - November 2013
Hollencrest Capital Management May 2006 - May 2011
Keck School of Medicine of USC 2002 - 2005
ABC-Good Morning America 2000 - 2000
Education
University of Southern California 2003 — 2005
MA, Communication Management
University of Southern California 1996 — 2000
Bachelor's degree, Communication, General
VCS 1993 — 1996
Hollencrest Capital Management December 2008 - Present
Hollencrest Capital Management June 2005 - December 2008
Deutsche Bank March 2002 - May 2005
Accenture March 2001 - September 2001
Open Ratings September 1999 - January 2001
The World Federation of Exchanges (formerly Federation Internationale des Bourses de Valeurs) June 1999 - September 1999
Pacific Income Advisors September 1991 - January 1998
Skills
Asset Allocation, Mutual Funds, Investments, Equities, Capital Markets, Bonds, Quantitative Analytics, Options, Strategic Planning, Structured Products, Investment Banking, Investment Strategies, Equity Derivatives, Strategy, Valuation, Emerging Markets, Negotiation, Series 7, Commodity, Leadership, Team Building, Structured Finance, Venture Capital, Financial Services, Bloomberg, Securities, Financial Modeling, Start-ups, Asset Management, Derivatives, Wealth Management, Finance, Financial Analysis, Business Strategy, Trading, Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds, Expert Witness, Industry Analysis, Debt, Excel, Risk, Equity Research, Macroeconomics, Global Macro, Munis, Corps, Series 27
Education
MIT Sloan School of Management 1998 — 2000
MBA, Business
Chartered Financial Analyst
CFA
University of California, at Berkeley
BA, Economics
DRW Trading Group September 2008 - Present
FMCG May 2006 - August 2006
Hollencrest Capital Management January 2006 - February 2006
Skills
Matlab, trading options on..., Portfolio Management, Derivatives, Quantitative Finance, Bloomberg, Volatility, Trading Systems, Time Series Analysis, Hedging, Statistical Arbitrage, Options, Quantitative Analytics
Education
Massachusetts Institute of Technology 2003 — 2008
PhD, Economics
Boğaziçi University 1999 — 2003
B.A., Economics