Litman Gregory Asset Management
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Litman Gregory Asset Management Employees
J.P. Morgan October 2012 - Present
Litman Gregory Asset Management September 2006 - September 2012
Litman/Gregory January 2006 - January 2007
Litman/Gregory October 2002 - December 2005
AssetMark Investment Services July 2002 - October 2002
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Asset Managment, Bloomberg, Alternative Investments, Equity Research, Valuation, Asset Management, Investment Management, Wealth Management, Equities, Hedge Funds
Education
University of Miami
B.B.A., Economics
Litman Gregory Asset Management March 2007 - Present
Daraja Education Fund January 2012 - Present
Big Brothers Big Sisters of the North Bay 2008 - Present
Terrace Software, Inc. 1990 - 2010
Paradise Foods 2004 - 2007
Arthur Andersen LLP 1986 - 1994
Education
University of California, Berkeley 1985 — 1988
B.S.
Litman Gregory Asset Management January 2001 - Present
Wells Fargo Bank 1997 - 2000
Solomon Smith Barney 1996 - 1997
John F. Kennedy University 1994 - 1997
Education
UC Berkeley 1990 — 1994
BS, Social Welfare
Litman Gregory Asset Management October 2000 - Present
Value Line September 1998 - September 2000
Education
Drexel University 1989 — 1994
B.S., Mechanical Engineering
Litman Gregory Asset Management October 2012 - Present
RBG Advertising December 2010 - October 2012
UC Davis: School of Education, CRESS Center July 2009 - September 2010
Community Development Department - Sacramento June 2009 - March 2010
Skills
Microsoft Excel, Google Adwords, Online Advertising, Google Analytics, PowerPoint, InDesign, Illustrator, Social Media, Adobe Creative Suite, Outlook, Facebook, Adobe Acrobat, AutoCAD, Entourage, SEO, Search Advertising, Remarketing
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Design
University of California, Davis 2006 — 2010
Bachelor of Arts, Spanish
University of California, Santa Cruz - Extension
Paralegal Certificate
Litman Gregory January 2015 - Present
Litman Gregory Asset Management April 2013 - January 2015
Litman Gregory Asset Management January 2012 - March 2013
HPS Capital Advisors, Inc. August 2008 - September 2011
ByAllAccounts June 2010 - September 2010
Dutchess Capital Management December 2008 - October 2009
Adviser Investments July 2008 - November 2008
Bear Stearns July 2002 - February 2008
Skills
Alternative Investments, Investments, Asset Allocation, Wealth Management, Portfolio Management, Hedge Funds, Investment Advisory, Negotiation, Corporate Finance, Phone Skills
Education
Tufts University 1995 — 1999
BA, Psychology, Classics
Torrington High School 1991 — 1995
Litman Gregory Asset Management November 2011 - Present
Larkspur Financial Advisors January 2011 - November 2011
Larkspur Financial Advisors August 2004 - January 2011
Wells Fargo Bank May 2002 - May 2004
Skills
Series 7, Investments, Asset Management, Securities, Mutual Funds, Financial Planning, Retirement Planning, Portfolio Management, Estate Planning, Asset Allocation, Investment Advisory, Real Estate, Wealth Management, Asset Managment
Education
Sonoma State University 2006 — 2008
BA, Sociology
Novato High School 1999 — 2002
High School Diploma
DLA Piper LLP September 2014 - Present
Litman Gregory Asset Management October 2009 - May 2011
Education
University of California, Hastings College of the Law 2011 — 2014
Doctor of Law (JD)
University of California, Berkeley 2005 — 2009
BS, Business Administration
Litman Gregory Asset Management December 2009 - September 2012
Litman Gregory 2010 - 2012
Office Team - Village Associates May 2009 - November 2009
Office Team - Litman Gregory Asset Management October 2007 - July 2008
Education
Saint Mary's College
Bachelor of Science, Business Administration