Private Ocean Wealth Management
Address: 100 Smith Ranch Rd #300, San Rafael, CA 94903 Hours: Open ⋅ Closes 5PM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 526-2900: Place name: : : Website: : : Category: : Website: http://www.privateocean.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. 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 Private Ocean Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Private Ocean Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Private Ocean Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Private Ocean Wealth Management Employees
Kennicott Capital Management, LLC August 2015 - Present
Private Ocean Wealth Management April 2013 - July 2015
YBR Financial May 2012 - April 2013
Conifer Securities January 2011 - May 2012
D. E. Shaw & Co. January 2010 - January 2011
Indus Capital Partners, LLC December 2007 - May 2009
J.P. Morgan Securities March 2006 - December 2007
Skills
Equities, Equity Derivatives, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Options, Investments, Securities, Mutual Funds, Asset Management
Education
Lehigh University 2001 — 2005
Ranney School
Drake Wealth Management September 2011 - Present
Private Ocean Wealth Management September 2001 - May 2010
Altfest Personal Wealth Management 1998 - 2001
Skills
Comprehensive Wealth..., Coaching, Portfolio Management, Estate Planning, Insurance, Lifestyle Coaching, Wellbeing, Wealth Management..., Wealth Management, Wealth, Financial Advisory, Investments, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Investment Banking, Financial Services, Asset Management, Entrepreneurship, Start-ups, Personal Financial..., Financial Modeling, Corporate Development, Personal Finance, Risk Management, Finance, Strategy, Equity Research, Financial Planners, Succession Planning, Financial Analysis, Small Business, Retirement, Valuation, Executive Coaching, Capital Markets, Mutual Funds, Equities, Emerging Markets, Management Consulting, Investment Management, Hedge Funds, Private Equity, Due Diligence, Retirement Planning, Investment Strategies, Alternative Investments, High Net Worth..., Securities
Education
College for Financial Planning 1995 — 1996
Certified Financial Planner Certification, Comprehensive Financial Planning
Middlebury College 1987 — 1991
BA, Psychology
Private Ocean Wealth Management January 2005 - Present
De La Salle Institute January 1997 - January 2005
Temptations 1991 - 1996
Skills
Leadership Development, Strategic Planning, Operations Management, Organizational..., Change Management, Culture Change, Cultural Transformation, Team Building, Managerial Finance, Budgets, Marketing, Event Planning, Public Speaking, Team Leadership, Entrepreneurship, Management, Leadership, Fundraising, Nonprofits, Negotiation, Analysis, Strategy, Mergers & Acquisitions, Program Management, Start-ups, Risk Management
Education
University of San Francisco 2008 — 2011
Doctor of Education - Ed.D., Organization & Leadership
Dominican University of California 2002 — 2004
MBA, Strategic Leadership
Dominican University of California 1999 — 2002
BA, Human Resource Management
Private Ocean Wealth Management March 2013 - Present
Cathy Mu, CPA, CFP® August 2008 - August 2013
Mass Mutual Financial Group January 2012 - December 2012
Cathy Mu, CPA, CFP® March 2008 - August 2008
H&R Block January 2008 - April 2008
Skills
Strategic Financial..., Client Engagement, Problem Solving, Financial Coaching, Financial Efficiency, eMoney advisor, Income Protection, Asset Protection, Income Tax, Lacerte, Financial Planners, Insurance, Retirement, Wealth Management, Wealth, Personal Financial..., Certified Financial..., Holistic Financial..., Financial Goals, Investments, Asset Allocation, Retirement Planning, Analysis, Financial Planning
Education
University of California, Davis 1999 — 2003
Bachelor's degree
Foothill High School
Private Ocean September 2014 - July 2015
Wilsey Properties April 2011 - August 2014
Private Ocean Wealth Management January 2004 - April 2011
William Wilson III January 1999 - January 2001
Skills
Wealth Management, Equities, Family Office, Estate Planning, Public Speaking, Investments, Asset Management, Asset Managment, Hedge Funds, Portfolio Management, Financial Planners, Private Equity, Financial Services, Personal Financial..., Valuation, Financial Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics
MBA, Finance
Garcia & Associates July 2015 - Present
Garcia & Associates August 2014 - July 2015
Celerity Consulting Group October 2013 - April 2014
Private Ocean Wealth Management June 2012 - August 2012
Criticaleye June 2011 - August 2011
Garcia & Associates July 2010 - August 2010
Marietti, Gislon e Trupiano Srl June 2010 - July 2010
Skills
Microsoft Office, GIMP, Open Office, Research, Data Analysis, Business Strategy, Microsoft Excel, Microsoft Word, Marketing Communications, Strategic Planning, Marketing Strategy
Education
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Economics
Mogo Interactive May 2015 - Present
MogoARTS Marketing May 2015 - Present
Myself only February 2015 - Present
Remedy Interactive August 2013 - May 2015
Dominican University November 2009 - June 2013
Remedy Interactive June 2012 - May 2013
Remedy Interactive October 2011 - May 2013
Private Ocean Wealth Management December 2009 - September 2011
Skills
Leadership, Social Media, Marketing, Customer Service, Public Speaking, CRM, Time Management, Microsoft Office, Social Media Marketing, Analysis, Event Planning, Team Leadership, PowerPoint, Lead Generation, Social Networking, Leadership Development, Microsoft Word, Microsoft Excel, Salesforce.com, Teamwork, Coaching, Digital Marketing, Online Marketing, Management, SEO, Landing Pages, Online Advertising, Project Management, Linkedin Marketing, Marketing Automation, HubSpot, Landing Page..., Online Lead Generation, LinkedIn Sponsored..., Marketing Strategy, Research, Email Marketing, Sales Enablement, Sales Enablement Tools, Social Selling, Hubspot CRM, Pipeline Marketing, Facebook, Sales, Business Development, Advertising, Web Analytics, Public Relations, B2B Marketing
Education
Dominican University of California 2009 — 2012
B.A, Business Administration; Marketing -- Minor: Leadership Studies
Oakmont High School 2005 — 2009
Private Ocean Wealth Management December 2012 - Present
Vibato, LLC January 2009 - Present
UPEK, Inc. August 2004 - January 2009
Nokia 2000 - 2004
Tegal Corporation 1996 - 2000
Skills
Start-ups, Business Development, Product Management, Strategy, Marketing, Strategic Planning, Competitive Analysis, Entrepreneurship, Program Management, Management, Leadership, Business, Strategic Partnerships, Enterprise Software, Strategic Financial..., Executive Management, Budgets, Telecommunications, Marketing Strategy, Project Management, Sales, Finance, Venture Capital, Investments, SaaS, Integrated Marketing, Small Business, Mergers & Acquisitions, Product Marketing, Business Planning, Business Strategy, Wealth Management, Retirement Planning, Personal Financial..., Real Estate Investment, Landlording, Buy-and-Hold Investing, Estate Planning, Financial Planning, Corporate Development, Management Consulting, Marketing Management, Cross-functional Team..., Financial Analysis, Financial Modeling, Product Development
Education
San Francisco State University 2011 — 2012
CFP Certification
University of California - Haas School of Business 1998 — 2000
MBA
Golden Gate University 1996 — 1997
DeVRY Institute of Technology 1985 — 1988
BSEE
Private Ocean Wealth Management May 2011 - Present
Tim Talbott Consulting 2006 - May 2011
Education
Naropa University 2004 — 2006
MA, World Religions (Religious Studies)
The College of Idaho 1996 — 2000
BA, Business Administration
BlueSky Wealth Advisors Fee-Only Financial Planning Firm August 2015 - Present
LifeStream Financial, Inc. January 2013 - August 2015
Private Ocean Wealth Management February 2010 - January 2013
Plan[REAL] Financial March 2008 - March 2010
Skills
Life Long Tax Planning, Multigenerational..., Investment Analysis, Estate Planning, Goal Setting, Life-Integrated..., Retirement and/or..., Value Based Risk..., Fee-Only Financial..., Objective Advisor, Retirement Planning, Wealth, Financial Planners, Retirement, Financial Services, Investments, Finance, Financial Advisory, Insurance, Entrepreneurship, Financial Planning, Valuation, Investment Advisory, Wealth Management
Education
Stanford University
A.B.
University of Minnesota
Doctor of Law (JD)
Golden Gate University
Master of Laws (LL.M.) in taxation