Progress Investment Management Company
Headquarters: San Francisco, CA Founded: 1990
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Progress Investment Management Company Employees
Progress Investment Management Company July 2014 - Present
bebe Corporate Office and Design Studio March 2013 - April 2014
XYST Clothing March 2011 - April 2013
AmeriCorps September 2011 - February 2012
Skills
Apparel, Visual Merchandising, Fashion, Public Relations, Fashion Shows, Photography, Sales, Styling, E-commerce, Press Releases, Event Planning, Photo Shoots, Video Production, Fashion Design, Trend Analysis, Sewing, Product Marketing, Office Administration, Microsoft Excel, Internal Audit, External Audit, Expense Management, Final Cut Pro, Customer Service, Social Media, Public Speaking, Microsoft Word, Microsoft Office
Education
Academy of Art University 2014 — 2015
Master's degree, Multimedia
California State University-Northridge 2007 — 2012
Bachelor's degree, Mass Communication/Media Studies
Everyone Benefits Insurance Services January 2010 - Present
Progress Investment Management Company June 1998 - November 2010
Skills
Employee Benefits, Insurance, Health Insurance, Management, Small Business, Term Life Insurance, Disability Insurance, Brokers, Workers Compensation, Life Insurance, Customer Service, Sales, General Insurance, Professional Liability, Account Management
Education
Norfolk State University 1991 — 1993
Business Mgmt.
Progress Investment Management Company August 2014 - Present
Strategic Investment Group 2006 - 2014
The National Interest 2002 - 2006
The Healthcare Decisions Group 2000 - 2002
Pricewaterhousecoopers 1995 - 1999
Skills
Direct Marketing, Integrated Marketing, Marketing, Event Planning, Marketing..., Proposal Writing, Strategy, Project Management, Event Management, Analytics, Management, RFP, Marketing Communications, Market Research, Strategic Communications, Social Media, Email Marketing, Inbound Lead Generation, Business Process..., Lead Generation, Business Development, Program Management, Competitive Analysis, Segmentation, Brand Management, Content Marketing, B2B Marketing, CRM
Education
George Mason University
MBA
University of Foreign Languages, Horlivka, Ukraine
Bachelor of Arts (B.A.)
Cost Plus World Market October 2014 - May 2015
Progress Investment Management Company September 2010 - September 2014
Progress Investment Management Company April 2006 - September 2010
Progress Investment Management Company September 2004 - April 2006
Vital Link Business Systems Inc. August 2000 - October 2001
World Savings January 2000 - August 2000
Infomation Resources 1999 - 2000
Bain & Company February 1998 - June 1999
Skills
Project Management, Microsoft SQL Server, Active Directory, SQL, System Administration, Powershell, Virtualization, Disaster Recovery, Software Documentation, XML, VB.NET, Operating Systems, MySQL, Network Administration, Enterprise Architecture, Windows, Servers, Visio, Networking, Asset Management, Microsoft Exchange, Network Security, DNS, IIS, Oracle, Infrastructure, Access, Windows Server, Network Engineering, Requirements Analysis, Java, Department Budgeting, Program Management, Contract Negotiation, Troubleshooting, JavaScript, VMware, Network Architecture, VBScript, Avaya IP Telephony, XenApp, Citrix XenDesktop, Network Load Balancing, Firewalls, Cloud Computing, SAN, Switches, Citrix
Education
California State University-East Bay 2005 — 2006
Industrial Engineering
San Francisco State University 1995 — 1999
Infomation Systems
City College of San Francisco 1993 — 1996
Computer Science
Alabama Agricultural and Mechanical University 1992 — 1993
Snow Capital Management L.P. December 2014 - Present
Progress Investment Management Company September 2012 - November 2014
Morgan Stanley October 2006 - July 2011
Deutsche Asset Management March 2001 - September 2006
JPMorgan Chase January 1998 - March 2001
Skills
Fixed Income, Portfolio Management, Options, Asset Allocation, Investments, Equities, credit default swaps, CFA, Series 7, series 63, series 79, Factset, Bloomberg, Reuters, Market Research, Management
Education
St. John's University 1999 — 2002
Master of Business Administration (MBA)
Southern Connecticut State University 1992 — 1996
B.S, Accounting
Progress Investment Management Company July 2014 - Present
Proactive Network Consulting December 2007 - July 2014
Skills
Virtualization, Troubleshooting, Microsoft Exchange, Networking, Technical Support, Project Management, Active Directory, Windows Server, Citrix, Windows 7, XP, Network Engineering, Symantec Endpoint..., VMware ESX, Sales, Network Administration, Computer Hardware, Network Security, VMware, Project Planning, Server Administration, Blackberry Enterprise..., Problem Solving, Blackberry, System Deployment
Education
San Francisco State University 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Diablo Valley College 2003 — 2006
General Education
Heald College 2001 — 2003
Associate's degree, Computer Science
Progress Investment Management Company March 2015 - Present
Progress Investment Management Company July 2011 - March 2015
Finnovative October 2010 - May 2011
Serena Software June 2009 - May 2010
Skills
Portfolio Management, Asset Management, Equities, Investments, Alternative Investments, Hedge Funds, Financial Analysis, Fixed Income, Financial Modeling, Asset Allocation, Options, Financial Markets, Mutual Funds, Trading
Education
University of California, Riverside 2004 — 2008
B.S., Business Administration
Progress Investment Management Company December 2012 - Present
GIC September 2012 - November 2012
Sojourn To The Past July 2012 - August 2012
FDR and the End of Empire July 2012 - August 2012
University of San Francisco September 2011 - May 2012
4G Wireless - Verizon Wireless June 2011 - August 2011
Weber Shandwick February 2011 - April 2011
University of San Francisco September 2009 - December 2010
4G Wireless - Verizon Wireless June 2010 - August 2010
Scripps Health July 2007 - January 2008
Skills
Public Relations, Microsoft Excel, PowerPoint, Customer Service, Social Networking, Time Management, Community Outreach, Social Media, Microsoft Office, Microsoft Word, Organization, Goal Oriented, Customer Satisfaction, Social Services, Social Skills, Team-oriented, Communication Skills, Problem Solving, Corporate Social..., Advertising, History, Wireless, Elementary Education, Writing, Customer Oriented, People Skills, Mac, PC, Filing, Copying, Fax, General Administrative..., Operational Support, Product Placement, Sales, Pre-Law, Sense Of Responsibility, Project Management, Project Planning, Public Speaking, Project Coordination, Project Delivery
Education
University of San Francisco 2008 — 2012
Bachelor of Arts (B.A.), United States History
Boston University 2011 — 2011
London Internship & Study Abroad Program, Public Relations, Advertising, and Applied Communication
Torrey Pines High School 2004 — 2008
Genesys, LLC June 2004 - April 2007
Progress Investment Management Company March 2001 - November 2003
Proxicom, Inc. February 1999 - October 2000
Nathan Associates February 1998 - December 1999
Post Buckley International March 1992 - July 1994
The African Development Bank March 1988 - September 1991
American University of Paris August 1982 - June 1988
Burroughs Corporation September 1977 - August 1981
Skills
Visual Basic, SQL, ASP, VBScript, JavaScript, Integrity
Education
Union College 1978 — 1981
Masters
University at Albany, SUNY 1975 — 1977
BS
Progress Investment Management Company March 2015 - Present
Progress Investment Management Company September 2012 - February 2015
Self-employed consultant (finance) July 2010 - November 2012
Jewish Community Federation September 2008 - July 2010
Credit Suisse July 2005 - July 2007
One Brick 2007 - 2007
Credit Suisse First Boston September 1999 - July 2005
UC Berkeley Extension May 1996 - February 1999
Center for Executive Development February 1994 - February 1996
University of California 1993 - 1995
Skills
Asset Management, Investments, Portfolio Management, Options, Wealth Management, Performance Attribution, Investment Policy, Asset Allocation, Pension Funds, Investment Strategies, Stocks, Foundations, Macroeconomics, Institutional Investors, Portfolios, Investment Advisory, Due Diligence, Pensions, Private Equity, Hedge Funds, Investment Management
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst, CFA charter holder
University of California, Berkeley 1991 — 1995
BA, Economics
North Salinas High 1987 — 1991
Progress Investment Management Company May 2010 - Present
Southern California Edison September 2009 - May 2010
Antares Management Solutions May 2007 - June 2009
Ramco Systems 2004 - 2007
Skills
Microsoft SQL Server, T-SQL, ETL, Business Intelligence, Data Modeling, PL/SQL, Requirements Analysis, Crystal Reports, VB.NET, Oracle, Business Analysis, Databases, Software Project..., SSIS, Salesforce.com..., Salesforce.com..., SQL, SDLC, XML, ASP.NET
Education
Doctor Babasaheb Ambedkar Marathwada University 1994 — 1999
Bachelors of Engineering, Production Technology
The Nandyal Public School 1992 — 1994
12th Std, Mathematics, Phyics and Chemistry
RBC Capital Markets May 2015 - August 2015
Management Leadership for Tomorrow (MLT) May 2014 - August 2015
Wells Fargo May 2014 - August 2014
Progress Investment Management Company May 2013 - August 2013
Aim High June 2012 - August 2012
San Francisco International Airport June 2011 - August 2011
Aim High June 2011 - August 2011
San Francisco Recreation and Parks February 2008 - July 2008
Skills
Microsoft Excel, English, Microsoft Office, PowerPoint, Microsoft Word, Research, Windows, Public Speaking, Teaching, Social Media, Teamwork, Investment Banking, Financial Statement..., Accounting, Finance, Networking, Valuation
Education
Pomona College 2012 — 2016
Bachelor’s Degree, Mathematics and Statistics, 3.75
Lick-Wilmerding High School 2008 — 2012
Linkage, Inc. February 2015 - Present
Harvard Business School Executive Education February 2011 - August 2014
Youth Development Coalition April 2007 - January 2011
Russell Advisory LLC May 2004 - March 2007
Progress Investment Management Company March 2001 - April 2003
Fleet Bank July 1998 - March 2001
Massachusetts Community Development Finance Corporation 1994 - 1996
Bank of Boston 1989 - 1994
Skills
Private Equity, Investments, Venture Capital, Strategic Planning, Business Strategy, Talent Development, Leadership Development, Talent Management, Strategy, Management Consulting, Entrepreneurship, Program Management, Leadership, Public Speaking, Marketing Strategy, Marketing Communications, Fundraising, Higher Education, Management, Non-profits, Team Building, Business Development, New Business Development, Program Development, Marketing, Organizational..., Nonprofits, Event Planning, Change Management, Competitive Analysis, Public Relations, Sales, Social Media, Social Networking, Start-ups, Training, Event Management, Market Research, Recruiting, Social Media Marketing, Strategic Communications, Consulting, Community Outreach, Mentoring, Coaching, Project Management
Education
Harvard Business School 1997 — 1998
MBA, General Management
London School of Economics and Political Science 1987 — 1988
Luard Scholar, International History
Morehouse College 1985 — 1988
Bachelor of Arts, History
Middlebury College 1984 — 1985
Transferred, American Studies
UCLA Anderson School of Management October 2014 - Present
Progress Investment Management Company 1990 - Present
UCLA Anderson Harold and Pauline Price Center for Entrepreneurial Studies January 1999 - October 2014
Skills
Asset Managment, Hedge Funds, Equities, Private Equity, Alternative Investments, Bloomberg, Mergers & Acquisitions, Investment Management, Pension Funds, Investment Strategies, Investments, Financial Modeling, Asset Allocation, Asset Management, Entrepreneurship, Valuation, Fund Of Funds, Portfolio Management, Institutional..., Venture Capital, Capital Markets, Emerging Markets, Fixed Income, Options, Due Diligence, Investor Relations, Derivatives, Investment Banking, Investment Advisory, Corporate Development, Trading, Financial Structuring
Education
Stanford University Graduate School of Business
Executive Program, Small Business Administration/Management
California State University-Los Angeles
Bachelor's Degree, Political Science and Government
RG + Associates August 2001 - Present
Progress Investment Management Company September 1995 - March 2001
Capital Guardian Trust Company March 1986 - June 1995
Skills
New Business Development, Diversity Outreach, Marketing Strategy, Meeting Planning, Marketing, Strategy, Management, Sales, Fundraising, Event Management, Event Planning, Entrepreneurship, Consulting, Start-ups, Trade Shows, Social Media Marketing, Strategic Partnerships, Social Networking, Venture Capital, Public Speaking, Sponsorship, Public Relations, Marketing Communications, Corporate Events, Social Media, Strategic Planning, Investments, Business Development, Asset Management, Portfolio Management, Financial Modeling, Private Equity
Education
University of San Francisco
BA, Economics
CK Professional Services 2001 - Present
AC Transit 2005 - Present
Progress Investment Management Company 1996 - 2001
Coopers & Lybrand Consulting 1986 - 1989
Skills
Financial Analysis, Cost Accounting, Accounting, PeopleSoft, Capital Budgeting, General Ledger, Account Reconciliation, Budgets, Finance, Auditing, Process Improvement, Accounts Receivable, Quickbooks, PeopleSoft Financial, Cisco Telepresence, Office 365, QuickBooks, Management, Leadership, Strategic Planning, Customer Service, Team Building, Public Speaking
Education
Golden Gate University 1984 — 1986
B.A., Accounting and Finance
College of Alameda 1982 — 1984
Engineering, Mathamatics, Accounting
Encinal High School 1979 — 1982
Progress Investment Management Company 2011 - Present
Crayvit.com 2010 - Present
Bank of America 2006 - 2010
Viant Capital 2003 - 2006
Banc of America Securities 1999 - 2002
Robertson Stephens 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
Morehouse College 1993 — 1997
Bachelor's Degree
St. Ignatius College Preparatory 1989 — 1993
High School
Loughrey Productions September 2005 - Present
LifeMasters Supported Selfcare March 2006 - October 2006
Lumetra May 2003 - September 2005
Progress Investment Management Company 2001 - 2002
Charles Schwab 1998 - 2001
CHEP UK 1997 - 1998
Skills
Project Management, Event Planning, Community Outreach, Strategic Planning, Healthcare, Internal Communications, Project Planning, Public Relations, Process Improvement, Risk Management, Non-profits, Healthcare Information..., Social Media Marketing, Marketing Communications, Editing, Fundraising, Brokerage, Back Office, Customer Service, Problem Solving, Garden Design, Horticulture, RFP, Crisis Communications, Small Business, Business Resumption..., Leadership, Corporate Communications, Vendor Management, Training, Training Delivery, Special Education, Online Communications, Program Management, Marketing, Integrated Marketing, Team Building
Education
UC Berkeley 2004 — 2005
Project Management
UC Berkeley 2002 — 2003
Marketing Communications coursework
University of California, Santa Cruz 1994 — 1996
BA, Politics (International Relations)
Progress Investment Management Company 2006 - Present
The California Endowment (Los Angeles, CA) 1998 - 2005
Bankers Trust Company Hong Kong 1994 - 1998
Skills
Investments, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investment Strategies, Asset Allocation, Equities, Fixed Income, Private Equity, Capital Markets, Valuation, Financial Modeling, Investment Management, Bloomberg, Investment Banking, Options, Due Diligence, Corporate Finance
Education
University of California, Irvine - The Paul Merage School of Business 1992 — 1994
MBA
University of California, Davis 1984 — 1988
BS
Progress Investment Management Company August 2014 - Present
First Tech Federal Credit Union 2000 - December 2013
Addison Avenue FCU 2000 - January 2011
Skills
Creative Direction, Brand Development, Creative Strategy, E-commerce, Marketing Communications, Direct Mail, Advertising, Integrated Marketing, Marketing, Social Media, Art, Email Marketing, Marketing Strategy, Project Management, Direct Marketing, Adobe Creative Suite, Leadership, Training, Copywriting, Strategy, Graphic Design, Logo Design, Financial Services, Management
Education
Academy of Art University 1998 — 2001
Advertising
University of Hawaii - College of Business Administration 1988 — 1991
BBA, Marketing/Marketing Management, General
EverPoint Asset Management April 2014 - Present
SAC Capital May 2012 - April 2014
Talpion Fund Management LP April 2010 - April 2012
Merrill Lynch January 2009 - April 2010
Soros Fund Management September 2008 - January 2009
Merrill Lynch October 2007 - August 2008
JPMorgan Chase May 2007 - October 2007
Progress Investment Management Company June 2006 - January 2007
Skills
Hedge Funds, Bloomberg, Equities, Equity Research, Investment Banking, Valuation, Financial Modeling, Private Equity, Alternative Investments, Capital Markets, Special Situations, Bloomberg Terminal, Investments, Corporate Finance, Value Investing, Portfolio Management, LBO, Asset Managment, Capital IQ, Fixed Income
Education
Columbia University in the City of New York 2005 — 2008
Bachelor of Science, Industrial Engineering & Operations Research
Lowell High School 2001 — 2005
Goldman Sachs June 2014 - Present
Progress Investment Management Company June 2013 - August 2013
Coaching Anytime August 2012 - August 2013
Zuram 2007 - 2012
Skills
Start-ups, Ruby on Rails, Marketing Strategy, Marketing Communications, Entrepreneurship, People Skills, SEO, Social Media Marketing, Web Development, SaaS, Social Media, Fundraising, Trading Systems, Strategic Partnerships
Education
Princeton University 2011 — 2015
A.B., History, Certificate in Finance and Computer Science
MyVest operations specialistMyVest2003 - 2008
Progress Investment Management Company 1998 - 2003
Education
City University of New York-Hunter College 1989 — 1997
Progress Investment Management Company Deputy CIOProgress Investment1996 - 2009
Progress Investment Management 1996 - 2008
Progress Investment Management Company 1996 - 2008
Education
University of California, Santa Cruz 1977 — 1982
B.A., M.S., Economics
Strategic Investment Solutions September 2011 - Present
Progress Investment Management Company August 2005 - January 2011
Barra March 2001 - July 2005
Education
Siena College 1991 — 1995
B.S., Finance
Art Institute of San Francisco May 2013 - Present
Progress Investment Management Company March 2013 - January 2014
Vida Design 2010 - 2011
Journey Magazine February 2009 - June 2010
City of Tallahassee January 2006 - December 2009
Skills
Adobe Creative Suite, Microsoft Office, Salesforce.com, Typography, QuarkXPress, Logo Design, InDesign, Illustrator, Illustration, Graphic Design, Branding & Identity, Dreamweaver, Adobe Acrobat, Graphics
Education
Full Sail University 2009 — 2011
MFA, Media Design
Florida Agricultural and Mechanical University 2005 — 2009
BA, Graphic Communications
Lyndon Group July 2015 - Present
Silver Spring Networks September 2014 - July 2015
RingCentral April 2013 - February 2014
Progress Investment Management Company January 2006 - March 2012
Wells Fargo Van Kasper 1999 - 2001
Education
University of California, Davis
Bachelor of Science (B.S.), Agricultural Economics
University of California, Davis