Provident Investment Counsel
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Provident Investment Counsel Employees
Employee
Years
Job
Industry
Anthony Nakane Anthony Nakane's Provident Investment Counsel Experience September 1992 - December 2002
Job SVP Operations Management at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management October 2004 - October 2012
Scrumptious Press June 2003 - September 2004
Provident Investment Counsel September 1992 - December 2002
American Institute for Executive Education September 1991 - February 1992
Skills
Relationship Management, Operations Management, Operational Risk..., Project Management, Product Development, Strategic Planning, Compliance, Team Leadership, High Performance Teams, Employee Training, Quality Control, Customer Service, Asset Managment, Portfolio Management, Management, Process Improvement, Risk Management, SDLC, Fixed Income, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance
University of Washington
Bachelor of Arts (B.A.), Psychology & Business
Envestnet Asset Management October 2004 - October 2012
Scrumptious Press June 2003 - September 2004
Provident Investment Counsel September 1992 - December 2002
American Institute for Executive Education September 1991 - February 1992
Skills
Relationship Management, Operations Management, Operational Risk..., Project Management, Product Development, Strategic Planning, Compliance, Team Leadership, High Performance Teams, Employee Training, Quality Control, Customer Service, Asset Managment, Portfolio Management, Management, Process Improvement, Risk Management, SDLC, Fixed Income, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance
University of Washington
Bachelor of Arts (B.A.), Psychology & Business
Judy Sheehan Judy Sheehan's Provident Investment Counsel Experience March 1999 - July 1999
Job Director of Corporate Administration, eSearchPro, Inc.
Industry Staffing and Recruiting
Experience
eSearchPro, Inc. August 2015 - Present
Royce International September 2014 - May 2015
Troy & Gould, LLP March 1999 - July 1999
Provident Investment Counsel March 1999 - July 1999
Bryan Cave, LLP July 1990 - December 1997
Paul Hastings March 1989 - July 1990
Skills
Writing, Proofreading, Office Administration, Secretarial Skills, Project Management, Recruiting, Hiring Personnel, Vendor Management, Drafting Policies, Management, Leadership, Customer Service, Human Resources, Microsoft Office, Training
Education
California Polytechnic State University-San Luis Obispo 1978 — 1980
Bachelor of Science (BS), Health Sciences/Physical Education
eSearchPro, Inc. August 2015 - Present
Royce International September 2014 - May 2015
Troy & Gould, LLP March 1999 - July 1999
Provident Investment Counsel March 1999 - July 1999
Bryan Cave, LLP July 1990 - December 1997
Paul Hastings March 1989 - July 1990
Skills
Writing, Proofreading, Office Administration, Secretarial Skills, Project Management, Recruiting, Hiring Personnel, Vendor Management, Drafting Policies, Management, Leadership, Customer Service, Human Resources, Microsoft Office, Training
Education
California Polytechnic State University-San Luis Obispo 1978 — 1980
Bachelor of Science (BS), Health Sciences/Physical Education
Greta Borgaard Greta Borgaard's Provident Investment Counsel Experience 1989 - 1997
Job Senior Performance Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2007 - Present
Western Asset Management November 1997 - December 2000
Provident Investment Counsel 1989 - 1997
Skills
Performance Attribution, Performance Measurement, Performance Analysis, CIPM, GIPS Compliance, Finance, Securities
Education
California State University-Sacramento 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Azusa Pacific University 1999 — 2000
Bachelor of Science (B.S.), Applied Management, Summa Cum Laude
Franklin Templeton Investments February 2007 - Present
Western Asset Management November 1997 - December 2000
Provident Investment Counsel 1989 - 1997
Skills
Performance Attribution, Performance Measurement, Performance Analysis, CIPM, GIPS Compliance, Finance, Securities
Education
California State University-Sacramento 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Azusa Pacific University 1999 — 2000
Bachelor of Science (B.S.), Applied Management, Summa Cum Laude
Darnel Bentz Darnel Bentz's Provident Investment Counsel Experience June 2008 - September 2008
Job Senior Vice President at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick February 2013 - Present
KeyBanc Capital Markets January 2010 - October 2012
Provident Investment Counsel June 2008 - September 2008
CHARLES SCHWAB & CO. INC May 2000 - August 2007
ARIZONA DIAMONDBACKS PROFESSIONAL BASEBALL April 1999 - October 1999
Skills
Financial Modeling, Financial Analysis, Business Strategy, Valuation, Equities, Investments, DCF, Finance, Strategy, Asset Managment, Real Estate Financing, REIT, Real Estate Economics, Market Research, Competitive Analysis, Due Diligence, Asset Management, Alternative Investments, Portfolio Management, Management
Education
UCLA Anderson School of Management 2007 — 2009
MBA
Arizona State University 1996 — 2000
B.S
Kayne Anderson Rudnick February 2013 - Present
KeyBanc Capital Markets January 2010 - October 2012
Provident Investment Counsel June 2008 - September 2008
CHARLES SCHWAB & CO. INC May 2000 - August 2007
ARIZONA DIAMONDBACKS PROFESSIONAL BASEBALL April 1999 - October 1999
Skills
Financial Modeling, Financial Analysis, Business Strategy, Valuation, Equities, Investments, DCF, Finance, Strategy, Asset Managment, Real Estate Financing, REIT, Real Estate Economics, Market Research, Competitive Analysis, Due Diligence, Asset Management, Alternative Investments, Portfolio Management, Management
Education
UCLA Anderson School of Management 2007 — 2009
MBA
Arizona State University 1996 — 2000
B.S
Theodora Farsaliotis Theodora Farsaliotis's Provident Investment Counsel Experience April 1993 - December 1997
Job Sr. Product Mgr at SunGard
Industry Financial Services
Experience
SunGard August 1998 - Present
Provident Investment Counsel April 1993 - December 1997
Shaw Data May 1990 - April 1993
Skills
Reconciliation, Product Management, Microsoft Office, Settlement, Trading Systems, Databases, Account Reconciliation, Management, SDLC, SQL, Back Office, Portfolio Management, Financial Services, Business Analysis, Equities, Trading
Education
McGill University 1988 — 1990
BA, Arts - Languages
Vanier College 1982 — 1984
Associate's degree, Italian Language and Literature
Secondaire - St. Maxime 1980 — 1982
High School Diploma
SunGard August 1998 - Present
Provident Investment Counsel April 1993 - December 1997
Shaw Data May 1990 - April 1993
Skills
Reconciliation, Product Management, Microsoft Office, Settlement, Trading Systems, Databases, Account Reconciliation, Management, SDLC, SQL, Back Office, Portfolio Management, Financial Services, Business Analysis, Equities, Trading
Education
McGill University 1988 — 1990
BA, Arts - Languages
Vanier College 1982 — 1984
Associate's degree, Italian Language and Literature
Secondaire - St. Maxime 1980 — 1982
High School Diploma
John M. Corby, CFA, CIC John M. Corby, CFA, CIC's Provident Investment Counsel Experience September 1987 - February 2004
Job Managing Director, Portfolio Management Executive at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management December 2014 - Present
Independent Investment Consultant August 2013 - November 2014
Boston Private Bank & Trust Company January 2012 - June 2013
US Trust/Bank of America Private Wealth Management November 2010 - January 2012
Rigel Capital, LLC October 2004 - June 2010
Provident Investment Counsel September 1987 - February 2004
Trust Services of America March 1986 - September 1987
First Interstate Investment Services July 1984 - March 1986
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Investment Management, Equities, Wealth Management, Trading, Institutional..., Asset Management, Asset Managment, Strategy, Banking, Financial Advisory, ETFs, Mutual Funds, Financial Services, Private Banking, Bloomberg, Capital Markets, Start-ups, Fixed Income, Private Equity, High Net Worth..., Due Diligence, Mentoring, Derivatives, Strategic Financial..., Bonds, Financial Risk, Endowments, Investment Advisory, Valuation, Equity Research, Wealth Management..., Coaching, Business Management, Relationship Management, Business Builder, Operations Management, Board of Directors, Portfolio Construction, Multi Asset Class..., Product Development, Securities Analysis, Investment Risk..., Marketing/Business..., Foundations
Education
Arizona State University
B. Sc., Hospitality Management
The University of Edinburgh
Foreign Studies Program
HighMark Capital Management December 2014 - Present
Independent Investment Consultant August 2013 - November 2014
Boston Private Bank & Trust Company January 2012 - June 2013
US Trust/Bank of America Private Wealth Management November 2010 - January 2012
Rigel Capital, LLC October 2004 - June 2010
Provident Investment Counsel September 1987 - February 2004
Trust Services of America March 1986 - September 1987
First Interstate Investment Services July 1984 - March 1986
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Investment Management, Equities, Wealth Management, Trading, Institutional..., Asset Management, Asset Managment, Strategy, Banking, Financial Advisory, ETFs, Mutual Funds, Financial Services, Private Banking, Bloomberg, Capital Markets, Start-ups, Fixed Income, Private Equity, High Net Worth..., Due Diligence, Mentoring, Derivatives, Strategic Financial..., Bonds, Financial Risk, Endowments, Investment Advisory, Valuation, Equity Research, Wealth Management..., Coaching, Business Management, Relationship Management, Business Builder, Operations Management, Board of Directors, Portfolio Construction, Multi Asset Class..., Product Development, Securities Analysis, Investment Risk..., Marketing/Business..., Foundations
Education
Arizona State University
B. Sc., Hospitality Management
The University of Edinburgh
Foreign Studies Program
Thomas Vaughn Thomas Vaughn's Provident Investment Counsel Experience 1998 - 2005
Job Senior Vice President, Business Development at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management December 2010 - Present
INVESCO 2005 - December 2010
Provident Investment Counsel 1998 - 2005
Alliance Capital 1997 - 1998
Comdisco 1988 - 1993
Xerox 1980 - 1988
Skills
Series 7, Series 6, Series 65
Education
Fairfield University 1976 — 1980
Bachelor's Degree, Marketing
GHS
Voya Investment Management December 2010 - Present
INVESCO 2005 - December 2010
Provident Investment Counsel 1998 - 2005
Alliance Capital 1997 - 1998
Comdisco 1988 - 1993
Xerox 1980 - 1988
Skills
Series 7, Series 6, Series 65
Education
Fairfield University 1976 — 1980
Bachelor's Degree, Marketing
GHS
John Yoon John Yoon's Provident Investment Counsel Experience 1995 - 2007
Job Managing Partner, Green Lane Partners, LLC
Industry Investment Management
Experience
Green Lane Partners, LLC 2007 - Present
Provident Investment Counsel 1995 - 2007
Salomon Brothers 1992 - 1993
Salomon Brothers 1989 - 1992
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
Harvard College 1985 — 1989
AB, Economics
Green Lane Partners, LLC 2007 - Present
Provident Investment Counsel 1995 - 2007
Salomon Brothers 1992 - 1993
Salomon Brothers 1989 - 1992
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
Harvard College 1985 — 1989
AB, Economics
Bruce Kennedy Bruce Kennedy's Provident Investment Counsel Experience September 1995 - March 2006
Job Owner, Starfish Partners LLC
Industry Financial Services
Experience
Starfish Partners LLC February 2004 - March 2008
Provident Investment Counsel September 1995 - March 2006
Bank of America Asset Management June 1993 - August 1995
STW Fixed Income Management April 1990 - May 1993
Goldman Sachs International July 1987 - April 1990
Skills
Fixed Income, Mutual Funds, Municipal, Asset Management, Portfolio Management, Asset Managment
Education
Stanford University Graduate School of Business 1982 — 1984
Masters of Business Administration
University of California, Berkeley, Haas School of Business 1969 — 1973
B.S., Business Administration
Starfish Partners LLC February 2004 - March 2008
Provident Investment Counsel September 1995 - March 2006
Bank of America Asset Management June 1993 - August 1995
STW Fixed Income Management April 1990 - May 1993
Goldman Sachs International July 1987 - April 1990
Skills
Fixed Income, Mutual Funds, Municipal, Asset Management, Portfolio Management, Asset Managment
Education
Stanford University Graduate School of Business 1982 — 1984
Masters of Business Administration
University of California, Berkeley, Haas School of Business 1969 — 1973
B.S., Business Administration
Donald Evenson Donald Evenson's Provident Investment Counsel Experience 1994 - 2005
Job Chief Investment Officer, Managing Member at AVR Asset Management
Industry Financial Services
Experience
AVR Asset Management January 2012 - Present
Trust Company of the West June 2005 - December 2011
Provident Investment Counsel 1994 - 2005
Skills
Mutual Funds, Portfolio Management, Equities, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Alternative Investments, Equity Research, Investment Management, Financial Modeling, Asset Managment, Fixed Income, Investments, Private Equity, Valuation, Series 7
Education
USC Marshall School of Business 1992 — 1994
MBA, Finance
St. Mary's College of California 1985 — 1987
Business Administration, Business Economics
UCSB 1983 — 1985
Economics, Economics
AVR Asset Management January 2012 - Present
Trust Company of the West June 2005 - December 2011
Provident Investment Counsel 1994 - 2005
Skills
Mutual Funds, Portfolio Management, Equities, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Alternative Investments, Equity Research, Investment Management, Financial Modeling, Asset Managment, Fixed Income, Investments, Private Equity, Valuation, Series 7
Education
USC Marshall School of Business 1992 — 1994
MBA, Finance
St. Mary's College of California 1985 — 1987
Business Administration, Business Economics
UCSB 1983 — 1985
Economics, Economics
Derek Derman Derek Derman's Provident Investment Counsel Experience 2001 - 2005
Job Poplar Forest Capital
Industry Investment Management
Experience
Poplar Forest Capital September 2011 - Present
Trust Company of the West 2005 - 2011
Provident Investment Counsel 2001 - 2005
Skills
Asset Managment
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
University of California, San Diego
Poplar Forest Capital September 2011 - Present
Trust Company of the West 2005 - 2011
Provident Investment Counsel 2001 - 2005
Skills
Asset Managment
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
University of California, San Diego
Jose A. Estorga II Jose A. Estorga II's Provident Investment Counsel Experience May 1992 - December 2008
Job Senior Network Engineer at SADA Systems
Industry Information Technology and Services
Experience
SADA Systems September 2009 - Present
300 North Capital, LLC May 1992 - February 2009
Lightspeed Data Solutions June 1993 - December 2008
Provident Investment Counsel May 1992 - December 2008
Superior Industries April 1989 - May 1992
Cybertek Corporation August 1987 - June 1989
Skills
Windows Server, Security, Network Design, Management, Software Documentation, Disaster Recovery, Hardware, Networking, Technical Support, Servers, IT Management, Network Administration, Data Center, Software Installation, Active Directory, Cloud Computing, Telecommunications, Operating Systems, IIS, Troubleshooting, Project Management, DNS, Testing, Microsoft Exchange, TCP/IP, Microsoft Technologies, IT Service Management, Computer Hardware, Microsoft SQL Server, IT Operations, Network Security
Education
California State University-Los Angeles 1982 — 1987
BA, Industrial Studies
Woodrow Wilson High School
SADA Systems September 2009 - Present
300 North Capital, LLC May 1992 - February 2009
Lightspeed Data Solutions June 1993 - December 2008
Provident Investment Counsel May 1992 - December 2008
Superior Industries April 1989 - May 1992
Cybertek Corporation August 1987 - June 1989
Skills
Windows Server, Security, Network Design, Management, Software Documentation, Disaster Recovery, Hardware, Networking, Technical Support, Servers, IT Management, Network Administration, Data Center, Software Installation, Active Directory, Cloud Computing, Telecommunications, Operating Systems, IIS, Troubleshooting, Project Management, DNS, Testing, Microsoft Exchange, TCP/IP, Microsoft Technologies, IT Service Management, Computer Hardware, Microsoft SQL Server, IT Operations, Network Security
Education
California State University-Los Angeles 1982 — 1987
BA, Industrial Studies
Woodrow Wilson High School
Kieanitria Paschal Kieanitria Paschal's Provident Investment Counsel Experience July 2000 - July 2001
Job Global Administrative Resources Manager
Industry Investment Management
Experience
Capital Group July 2011 - Present
Capital Group July 2005 - July 2011
Capital Group September 2002 - July 2005
Provident Investment Counsel July 2000 - July 2001
Merrill Lynch October 1998 - May 2000
Forbes Magazine 1995 - 1997
Skills
Building Relationships, Recruiting, Project Management, Event Planning, Bringing out the best..., Highly resourceful, Creative Solutions
Education
California State University-Los Angeles
BA, Sociology
Capital Group July 2011 - Present
Capital Group July 2005 - July 2011
Capital Group September 2002 - July 2005
Provident Investment Counsel July 2000 - July 2001
Merrill Lynch October 1998 - May 2000
Forbes Magazine 1995 - 1997
Skills
Building Relationships, Recruiting, Project Management, Event Planning, Bringing out the best..., Highly resourceful, Creative Solutions
Education
California State University-Los Angeles
BA, Sociology
Kathy Mesa Kathy Mesa's Provident Investment Counsel Experience 1992 - 2002
Job Sales Representative at Chocolates a la Carte
Industry Real Estate
Experience
Chocolates a la Carte June 2015 - Present
Lee & Associates Commercial Real Estate Services June 2014 - June 2015
William S. Hart Union High School District October 2008 - June 2014
Provident Investment Counsel 1992 - 2002
Skills
Administration, Office Management, Organizational..., Secretarial Skills, Property Management, Public Speaking, Commercial Real Estate, Real Estate Transactions, Teaching, Research, Tutoring, Curriculum Design
Education
California State University-Northridge
Marketing
Chocolates a la Carte June 2015 - Present
Lee & Associates Commercial Real Estate Services June 2014 - June 2015
William S. Hart Union High School District October 2008 - June 2014
Provident Investment Counsel 1992 - 2002
Skills
Administration, Office Management, Organizational..., Secretarial Skills, Property Management, Public Speaking, Commercial Real Estate, Real Estate Transactions, Teaching, Research, Tutoring, Curriculum Design
Education
California State University-Northridge
Marketing
Jack LaMay's Provident Investment Counsel Experience 1990 - 2000
Job Investment Sales Professional
Industry Financial Services
Experience
Epiphany Advisors 2012 - Present
Alternative Wealth Group June 2008 - March 2012
Old Mutual 2004 - 2007
John A. Levin & Co. 2000 - 2003
Chase Investment Counsel Corporation 2001 - 2002
Provident Investment Counsel 1990 - 2000
Skills
Management, Private Placements, Life Insurance, Strategy, Entrepreneurship, Insurance, Sales, Financial Advisory, Derivatives, Business Development, 401k, Pensions, Estate Planning, Real Estate, Financial Markets, Client Services, Structured Products, Mutual Funds, Asset Allocation, Relationship Management, Competitive Analysis, Financial Planners, Alternative Investments, Series 63, Institutional, Fund Of Funds, Business Strategy, Series 7, Bonds, Financial Planning
Education
University of California, Los Angeles
BA, Business and Government
Epiphany Advisors 2012 - Present
Alternative Wealth Group June 2008 - March 2012
Old Mutual 2004 - 2007
John A. Levin & Co. 2000 - 2003
Chase Investment Counsel Corporation 2001 - 2002
Provident Investment Counsel 1990 - 2000
Skills
Management, Private Placements, Life Insurance, Strategy, Entrepreneurship, Insurance, Sales, Financial Advisory, Derivatives, Business Development, 401k, Pensions, Estate Planning, Real Estate, Financial Markets, Client Services, Structured Products, Mutual Funds, Asset Allocation, Relationship Management, Competitive Analysis, Financial Planners, Alternative Investments, Series 63, Institutional, Fund Of Funds, Business Strategy, Series 7, Bonds, Financial Planning
Education
University of California, Los Angeles
BA, Business and Government
Jan Ramage Jan Ramage's Provident Investment Counsel Experience May 1999 - November 2004
Job Graphic Design Specialist at OneLegacy former
Industry Graphic Design
Experience
OneLegacy August 2013 - June 2014
Dickerson Employee Benefits September 2006 - December 2011
Provident Investment Counsel May 1999 - November 2004
Skills
Brochures, Flyers, Catalogs, Business Cards, Stationery, Website Design, Banner Ad Design, Web Landing Page Design, Dreamweaver, HTML, CSS, Flash Animation, Project Management, Magazine design and..., Adobe Creative Cloud, Photoshop with seamless..., Illustrator, InDesign, Corporate Identity..., Digital Photography, Layout, Typography, Vector Illustration, Visual Communication, Writing advertising and..., freehand illustration..., Print expert managing..., Event management:..., Social Media..., Icon Design, Product photography, Corporate photography, Event photography, Corporate Identity
Education
California State University-Fullerton 1975 — 1978
Bachelor's Degree, Graphic Design Specialist with Illustration minor, 3.3 GPA
Citrus College, Glendora 1972 — 1975
Associate's Degree, fine art, 3.5
OneLegacy August 2013 - June 2014
Dickerson Employee Benefits September 2006 - December 2011
Provident Investment Counsel May 1999 - November 2004
Skills
Brochures, Flyers, Catalogs, Business Cards, Stationery, Website Design, Banner Ad Design, Web Landing Page Design, Dreamweaver, HTML, CSS, Flash Animation, Project Management, Magazine design and..., Adobe Creative Cloud, Photoshop with seamless..., Illustrator, InDesign, Corporate Identity..., Digital Photography, Layout, Typography, Vector Illustration, Visual Communication, Writing advertising and..., freehand illustration..., Print expert managing..., Event management:..., Social Media..., Icon Design, Product photography, Corporate photography, Event photography, Corporate Identity
Education
California State University-Fullerton 1975 — 1978
Bachelor's Degree, Graphic Design Specialist with Illustration minor, 3.3 GPA
Citrus College, Glendora 1972 — 1975
Associate's Degree, fine art, 3.5
Peggy Gaston's Provident Investment Counsel Experience June 1996 - February 2001
Job Banking Professional
Industry Banking
Experience
Bank of America August 2011 - Present
Bank of America September 2011 - October 2013
Bank of America 2011 - 2013
United States Postal Service May 2008 - February 2011
Vital Records October 2007 - May 2008
United States Postal Service May 2007 - September 2007
Department Motor Vehicles June 2002 - February 2007
Super Kmart October 2001 - May 2002
Provident Investment Counsel June 1996 - February 2001
Skills
Commercial Banking, Credit, Credit Analysis, Consumer Lending, Credit Risk, Commercial Lending, Small Business Lending, Cross Selling, Loan Origination, Lines Of Credit, Branch Banking, Financial Risk
Education
Pasadena Community College
East High School
Mesa Community College
Bank of America August 2011 - Present
Bank of America September 2011 - October 2013
Bank of America 2011 - 2013
United States Postal Service May 2008 - February 2011
Vital Records October 2007 - May 2008
United States Postal Service May 2007 - September 2007
Department Motor Vehicles June 2002 - February 2007
Super Kmart October 2001 - May 2002
Provident Investment Counsel June 1996 - February 2001
Skills
Commercial Banking, Credit, Credit Analysis, Consumer Lending, Credit Risk, Commercial Lending, Small Business Lending, Cross Selling, Loan Origination, Lines Of Credit, Branch Banking, Financial Risk
Education
Pasadena Community College
East High School
Mesa Community College
Sean Kraus Sean Kraus's Provident Investment Counsel Experience May 2000 - December 2008
Job Senior Vice President, Portfolio Manager at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company August 2014 - Present
Credit Suisse May 2012 - August 2014
CitizensTrust June 2009 - May 2012
Provident Investment Counsel May 2000 - December 2008
Lehman Brothers Inc. June 1997 - September 1999
Skills
Portfolio Management, Fixed Income, Equities, Asset Allocation, Wealth Management, Macroeconomics, Investments, Hedge Funds, Financial Modeling, Alternative Investments, Investment Strategies, Asset Managment, Valuation, Private Equity, Mutual Funds, Asset Management, Bloomberg, Equity Research, Financial Risk, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, Accounting & Marketing
Emory University School of Law 1986 — 1989
J.D., Law
The Johns Hopkins University 1982 — 1986
B.A., International Studies
Whittier Trust Company August 2014 - Present
Credit Suisse May 2012 - August 2014
CitizensTrust June 2009 - May 2012
Provident Investment Counsel May 2000 - December 2008
Lehman Brothers Inc. June 1997 - September 1999
Skills
Portfolio Management, Fixed Income, Equities, Asset Allocation, Wealth Management, Macroeconomics, Investments, Hedge Funds, Financial Modeling, Alternative Investments, Investment Strategies, Asset Managment, Valuation, Private Equity, Mutual Funds, Asset Management, Bloomberg, Equity Research, Financial Risk, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, Accounting & Marketing
Emory University School of Law 1986 — 1989
J.D., Law
The Johns Hopkins University 1982 — 1986
B.A., International Studies
Dawn Dirks Dawn Dirks's Provident Investment Counsel Experience November 1989 - September 2008
Job at PRIMECAP Management Company
Industry Investment Management
Experience
PRIMECAP Management Company August 2010 - Present
Nuveen Investments March 2009 - August 2010
Provident Investment Counsel November 1989 - September 2008
Education
Azusa Pacific University 1984 — 1988
B.A., Business Administration
PRIMECAP Management Company August 2010 - Present
Nuveen Investments March 2009 - August 2010
Provident Investment Counsel November 1989 - September 2008
Education
Azusa Pacific University 1984 — 1988
B.A., Business Administration
Tom Weary's Provident Investment Counsel Experience September 1998 - August 2000
Job Chief Investment Officer at Lau Associates
Industry Investment Management
Experience
Lau Associates LLC March 2011 - Present
Pacific Income Advisers August 2009 - March 2011
Diamond Portfolio Advisors, LLC September 2000 - August 2009
Provident Investment Counsel September 1998 - August 2000
Farmers Group May 1996 - August 1998
John Hancock Mutual Funds November 1989 - May 1996
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Institutional, Investment Strategies, Equity Research, Wealth Management, Securities
Education
Harvard University 1978 — 1982
AB, Philosophy
Lau Associates LLC March 2011 - Present
Pacific Income Advisers August 2009 - March 2011
Diamond Portfolio Advisors, LLC September 2000 - August 2009
Provident Investment Counsel September 1998 - August 2000
Farmers Group May 1996 - August 1998
John Hancock Mutual Funds November 1989 - May 1996
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Institutional, Investment Strategies, Equity Research, Wealth Management, Securities
Education
Harvard University 1978 — 1982
AB, Philosophy
Susan Perkins Stark, CFA Susan Perkins Stark, CFA's Provident Investment Counsel Experience November 1999 - December 2008
Job Cofounder at JST Management, LLC
Industry Financial Services
Experience
JST Management, LLC January 2012 - Present
West County Investment Group January 2009 - Present
Skydive City, Inc. October 1990 - Present
Provident Investment Counsel November 1999 - December 2008
Bear Stearns February 1999 - November 1999
ARCO Investment Management April 1993 - December 1998
Raymond James 1990 - 1992
Altman Brenner Wasserman 1985 - 1989
EF Hutton 1981 - 1985
Skills
Alternative Investments, Equities, Equity Research, Portfolio Management, Investments, Due Diligence, Hedge Funds, Investor Relations, Financial Analysis, Trading, Equity Valuation, Business Valuation, Investment Management, Financial Modeling, Analysis
Education
Western New England University School of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Savannah State University 1992 — 1992
Accounting
New York University - Leonard N. Stern School of Business 1979 — 1981
M.B.A., Finance
University of Vermont 1974 — 1978
B.S., Finance
Northfield Mount Hermon School 1970 — 1974
JST Management, LLC January 2012 - Present
West County Investment Group January 2009 - Present
Skydive City, Inc. October 1990 - Present
Provident Investment Counsel November 1999 - December 2008
Bear Stearns February 1999 - November 1999
ARCO Investment Management April 1993 - December 1998
Raymond James 1990 - 1992
Altman Brenner Wasserman 1985 - 1989
EF Hutton 1981 - 1985
Skills
Alternative Investments, Equities, Equity Research, Portfolio Management, Investments, Due Diligence, Hedge Funds, Investor Relations, Financial Analysis, Trading, Equity Valuation, Business Valuation, Investment Management, Financial Modeling, Analysis
Education
Western New England University School of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Savannah State University 1992 — 1992
Accounting
New York University - Leonard N. Stern School of Business 1979 — 1981
M.B.A., Finance
University of Vermont 1974 — 1978
B.S., Finance
Northfield Mount Hermon School 1970 — 1974
Norman Mushkot, CFA's Provident Investment Counsel Experience August 1995 - May 2000
Job Consultant at Advent Software
Industry Computer Software
Experience
Advent Software May 2007 - Present
Risk Management Solutions June 2006 - May 2007
Automatic Data Processing December 2003 - June 2006
Provident Investment Counsel August 1995 - May 2000
Skills
Business Analysis, Strategy, Business Intelligence, SaaS, Asset Management, Equities, Fixed Income, Hedge Funds, Enterprise Software, CRM, Portfolio Management, Financial Services, Analytics, Salesforce.com, Product Management, Investments
Education
UCLA Anderson School of Management 2000 — 2002
MBA
University of California, Santa Barbara 1992 — 1994
BA, Business Economics
Advent Software May 2007 - Present
Risk Management Solutions June 2006 - May 2007
Automatic Data Processing December 2003 - June 2006
Provident Investment Counsel August 1995 - May 2000
Skills
Business Analysis, Strategy, Business Intelligence, SaaS, Asset Management, Equities, Fixed Income, Hedge Funds, Enterprise Software, CRM, Portfolio Management, Financial Services, Analytics, Salesforce.com, Product Management, Investments
Education
UCLA Anderson School of Management 2000 — 2002
MBA
University of California, Santa Barbara 1992 — 1994
BA, Business Economics
Rose Han-Park's Provident Investment Counsel Experience August 2000 - September 2008
Job Vice President at DBS Bank
Industry Financial Services
Experience
DBS Bank October 2010 - Present
Provident Investment Counsel August 2000 - September 2008
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Smith College 1987 — 1991
DBS Bank October 2010 - Present
Provident Investment Counsel August 2000 - September 2008
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Smith College 1987 — 1991
Ayako Yoshioka's Provident Investment Counsel Experience July 2004 - September 2008
Job Director of Research Equity Investments at Oakwood Capital Management
Industry Investment Management
Experience
Oakwood Capital Management September 2014 - Present
300 North Capital, LLC February 2011 - September 2014
300 North Capital, LLC 2008 - February 2011
Provident Investment Counsel July 2004 - September 2008
Provident Investment Counsel March 2000 - June 2004
Capital Guardian Trust Company 1997 - 2000
Skills
Equities, Equity Research, Research, Asset Management, Investment Management, Financial Modeling, Investments, Investment Strategies, Valuation, Equity Valuation, Asset Allocation, Portfolio Management, Mutual Funds, Bloomberg, Financial Analysis, Due Diligence
Education
University of California, Los Angeles 1993 — 1997
Bachelor of Arts (B.A.), International Economics
Sunny Hills High School 1989 — 1993
Oakwood Capital Management September 2014 - Present
300 North Capital, LLC February 2011 - September 2014
300 North Capital, LLC 2008 - February 2011
Provident Investment Counsel July 2004 - September 2008
Provident Investment Counsel March 2000 - June 2004
Capital Guardian Trust Company 1997 - 2000
Skills
Equities, Equity Research, Research, Asset Management, Investment Management, Financial Modeling, Investments, Investment Strategies, Valuation, Equity Valuation, Asset Allocation, Portfolio Management, Mutual Funds, Bloomberg, Financial Analysis, Due Diligence
Education
University of California, Los Angeles 1993 — 1997
Bachelor of Arts (B.A.), International Economics
Sunny Hills High School 1989 — 1993
Diana Limberis's Provident Investment Counsel Experience 1994 - 1995
Job Owner at D'Artemis Services, LLC
Industry Information Technology and Services
Experience
McConnell Agronomics, Inc. November 2013 - Present
D'Artemis Services, LLC September 2010 - Present
Seascape Village Homeowners Association July 2006 - February 2010
PMI Wine Country Chapter July 2008 - December 2009
Edward Jones April 2009 - August 2009
Fair Isaac October 1997 - April 2008
Pacific Exchange February 1996 - September 1997
Provident Investment Counsel 1994 - 1995
Onsite Systems August 1991 - December 1993
Siebel Capital Management, Inc. January 1983 - July 1991
Skills
PMP, Project Portfolio..., Program Management, Vendor Management, SDLC, Reflexology, Reiki, Aromatherapy, Aqua Chi, Foot Ionization Spa, Salesforce.com, Microsoft Office 2007, Visio, MS Project, Adobe Acrobat, PowerPoint, Project Management, Business Analysis, Communication, Training, PMO, Team Building, Process Improvement, Project Planning, CRM, Software Development
Education
The Baltimore School of Reflexology 2012 — 2013
Certificate, Basic Reflexology
American College of Healthcare Sciences 2011 — 2012
Aromatherapy
University of San Francisco 1988 — 1990
Bachelor of Science (BS), Management Information Systems, General
McConnell Agronomics, Inc. November 2013 - Present
D'Artemis Services, LLC September 2010 - Present
Seascape Village Homeowners Association July 2006 - February 2010
PMI Wine Country Chapter July 2008 - December 2009
Edward Jones April 2009 - August 2009
Fair Isaac October 1997 - April 2008
Pacific Exchange February 1996 - September 1997
Provident Investment Counsel 1994 - 1995
Onsite Systems August 1991 - December 1993
Siebel Capital Management, Inc. January 1983 - July 1991
Skills
PMP, Project Portfolio..., Program Management, Vendor Management, SDLC, Reflexology, Reiki, Aromatherapy, Aqua Chi, Foot Ionization Spa, Salesforce.com, Microsoft Office 2007, Visio, MS Project, Adobe Acrobat, PowerPoint, Project Management, Business Analysis, Communication, Training, PMO, Team Building, Process Improvement, Project Planning, CRM, Software Development
Education
The Baltimore School of Reflexology 2012 — 2013
Certificate, Basic Reflexology
American College of Healthcare Sciences 2011 — 2012
Aromatherapy
University of San Francisco 1988 — 1990
Bachelor of Science (BS), Management Information Systems, General
Ed Nelson's Provident Investment Counsel Experience 2000 - 2002
Job Managing Director at Mercury Alternatives Group LLC
Industry Financial Services
Experience
Mercury Alternatives Group LLC May 2013 - Present
Merrill Lynch September 2009 - November 2012
M3 Money Management September 2008 - December 2009
Osprey Partners Investment Management 2007 - 2008
Old Mutual 2002 - 2007
Provident Investment Counsel 2000 - 2002
Merrill Lynch September 1996 - June 2000
Salomon Brothers 1988 - 1996
Skills
Series 7, Asset Managment, Financial Services, Alternative Investments, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Investments, Financial Advisory, Wealth Management, Asset Allocation, Equities, Investment Strategies, Series 63, Valuation, Finance, Investment Management, Due Diligence, Investment Advisory, Institutional..., ETFs, Uniform Combined State..., Bonds, Securities, Wealth Management..., Fixed Income, FINRA, Bloomberg, Separately Managed..., Capital Markets, Financial Markets, Trading, Options
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 1992 — 1994
Business Administration and Management, General
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Anthropology
Mercury Alternatives Group LLC May 2013 - Present
Merrill Lynch September 2009 - November 2012
M3 Money Management September 2008 - December 2009
Osprey Partners Investment Management 2007 - 2008
Old Mutual 2002 - 2007
Provident Investment Counsel 2000 - 2002
Merrill Lynch September 1996 - June 2000
Salomon Brothers 1988 - 1996
Skills
Series 7, Asset Managment, Financial Services, Alternative Investments, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Investments, Financial Advisory, Wealth Management, Asset Allocation, Equities, Investment Strategies, Series 63, Valuation, Finance, Investment Management, Due Diligence, Investment Advisory, Institutional..., ETFs, Uniform Combined State..., Bonds, Securities, Wealth Management..., Fixed Income, FINRA, Bloomberg, Separately Managed..., Capital Markets, Financial Markets, Trading, Options
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 1992 — 1994
Business Administration and Management, General
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Anthropology
Jack Hess's Provident Investment Counsel Experience December 1996 - March 2003
Job Retiree
Industry Financial Services
Experience
None April 2008 - Present
Dreyfus March 2004 - March 2008
Brinker Capital June 2003 - March 2004
Provident Investment Counsel December 1996 - March 2003
Lord Abbett February 1996 - December 1996
PaineWebber July 1991 - March 1996
prudential 1988 - 1991
Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Fixed Income, Asset Allocation, Tax Law, Estate Planning, Series 63, Separately Managed..., Portfolio Management, Series 65, Asset Management, Wealth Management, Securities, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Services, ETFs, Retirement Planning
Education
Temple University - James E. Beasley School of Law 1971 — 1974
JD
Princeton University 1967 — 1971
Bachelor of Arts (BA), Politics
None April 2008 - Present
Dreyfus March 2004 - March 2008
Brinker Capital June 2003 - March 2004
Provident Investment Counsel December 1996 - March 2003
Lord Abbett February 1996 - December 1996
PaineWebber July 1991 - March 1996
prudential 1988 - 1991
Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Fixed Income, Asset Allocation, Tax Law, Estate Planning, Series 63, Separately Managed..., Portfolio Management, Series 65, Asset Management, Wealth Management, Securities, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Services, ETFs, Retirement Planning
Education
Temple University - James E. Beasley School of Law 1971 — 1974
JD
Princeton University 1967 — 1971
Bachelor of Arts (BA), Politics
Erik Ridgley's Provident Investment Counsel Experience January 1996 - November 2001
Job CFA, Managing Director, Senior Investment Counselor at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank October 2005 - Present
Sonnenblick-Del Rio Inc. January 2004 - October 2005
Joel Mogy Investment Counsel Inc. January 2002 - January 2004
Provident Investment Counsel January 1996 - November 2001
General Electric Capital Corp., Corporate Finance Group June 1995 - September 1995
NWQ Investment Management Co. April 1995 - June 1995
Parsons Corporation November 1989 - May 1994
Homer J. Olsen, Inc. June 1988 - November 1989
Skills
Hedge Funds, Capital Markets, Investments, Asset Managment, Management, Equities, Portfolio Management, Wealth Management, Asset Management, Risk Management, Fixed Income, Due Diligence, Alternative Investments, FINRA, Investment Management, Securities
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
Harvard University Extension School 1992 — 1993
University of California, Berkeley 1984 — 1988
BS, Civil Engineering
Citi Private Bank October 2005 - Present
Sonnenblick-Del Rio Inc. January 2004 - October 2005
Joel Mogy Investment Counsel Inc. January 2002 - January 2004
Provident Investment Counsel January 1996 - November 2001
General Electric Capital Corp., Corporate Finance Group June 1995 - September 1995
NWQ Investment Management Co. April 1995 - June 1995
Parsons Corporation November 1989 - May 1994
Homer J. Olsen, Inc. June 1988 - November 1989
Skills
Hedge Funds, Capital Markets, Investments, Asset Managment, Management, Equities, Portfolio Management, Wealth Management, Asset Management, Risk Management, Fixed Income, Due Diligence, Alternative Investments, FINRA, Investment Management, Securities
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
MBA, Finance
Harvard University Extension School 1992 — 1993
University of California, Berkeley 1984 — 1988
BS, Civil Engineering
Brian Provost's Provident Investment Counsel Experience 2000 - 2002
Job CFO at DVS Intelestream
Industry Entertainment
Experience
DVS Intelestream 2002 - Present
Provident Investment Counsel 2000 - 2002
Lucas, Horsfall, Murphy & Pindroh 1996 - 2000
Education
California State Polytechnic University-Pomona
DVS Intelestream 2002 - Present
Provident Investment Counsel 2000 - 2002
Lucas, Horsfall, Murphy & Pindroh 1996 - 2000
Education
California State Polytechnic University-Pomona
Harlan Thompson, CFA's Provident Investment Counsel Experience 1991 - 2003
Job Corporate Advisory Board Member at USC Marshall School of Business
Industry Financial Services
Experience
AbilityFirst June 2015 - Present
Holly Street Wealth January 2015 - Present
USC Marshall School of Business January 2013 - Present
Northern Trust January 2011 - December 2014
Capital Group 2006 - 2011
US Trust 2003 - 2006
Provident Investment Counsel 1991 - 2003
Skills
Investments, Asset Allocation, Investment Management, Asset Management, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Wealth Management, Investment Strategies, Fixed Income, Mutual Funds, Valuation, Private Equity, High Net Worth..., Fund Of Funds, Banking, Investment Advisory, Capital Markets, Equity Research, Series 63, Wealth Management..., Securities, ETFs, Bonds, Investment Banking, Trading, Financial Services, Derivatives, Private Banking
Education
University of Southern California 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Oregon State University 1974 — 1978
Bachelor of Science (BS), Industrial Engineering
AbilityFirst June 2015 - Present
Holly Street Wealth January 2015 - Present
USC Marshall School of Business January 2013 - Present
Northern Trust January 2011 - December 2014
Capital Group 2006 - 2011
US Trust 2003 - 2006
Provident Investment Counsel 1991 - 2003
Skills
Investments, Asset Allocation, Investment Management, Asset Management, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Wealth Management, Investment Strategies, Fixed Income, Mutual Funds, Valuation, Private Equity, High Net Worth..., Fund Of Funds, Banking, Investment Advisory, Capital Markets, Equity Research, Series 63, Wealth Management..., Securities, ETFs, Bonds, Investment Banking, Trading, Financial Services, Derivatives, Private Banking
Education
University of Southern California 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
Oregon State University 1974 — 1978
Bachelor of Science (BS), Industrial Engineering
Barbara Claybrook, CFA's Provident Investment Counsel Experience June 2006 - September 2008
Job RFP Coordinator at Payden & Rygel
Industry Investment Management
Experience
Provident Investment Counsel June 2006 - September 2008
Provident Investment Counsel October 2002 - June 2006
Provident Investment Counsel October 1998 - October 2002
Curious Pictures 1990 - 1994
Skills
Portfolio Management, Equities, Fixed Income, Asset Management, Equity Research, Trading, Analytics, Microsoft Excel, Bloomberg, Asset Allocation, Mutual Funds, Valuation
Education
Syracuse University 1976 — 1980
BS, Advertising Design, Photography
Provident Investment Counsel June 2006 - September 2008
Provident Investment Counsel October 2002 - June 2006
Provident Investment Counsel October 1998 - October 2002
Curious Pictures 1990 - 1994
Skills
Portfolio Management, Equities, Fixed Income, Asset Management, Equity Research, Trading, Analytics, Microsoft Excel, Bloomberg, Asset Allocation, Mutual Funds, Valuation
Education
Syracuse University 1976 — 1980
BS, Advertising Design, Photography
Scott Vanbeekom's Provident Investment Counsel Experience April 1999 - September 2008
Job Information Technology Support Specialist
Industry Information Technology and Services
Experience
AT&T June 2011 - Present
Computer Consultant November 2008 - Present
Provident Investment Counsel April 1999 - September 2008
Commercial Realty Consultants, LLC May 2001 - January 2005
JB Oxford & Company June 1993 - April 1999
Skills
Blackberry, Mac OS X, Computer Hardware, Troubleshooting, Hardware, Customer Service, Laptops, XP, Active Directory, Windows, Desktop Support, Printers, Software Installation, Cabling, Antivirus, Documentation, Microsoft Office
Education
Glendale Community College 2010 — 2013
Computer Science
ITT Technical Institute 1990 — 1993
AAS, Electronics Engineering
Crescenta Valley High School 1986 — 1990
AT&T June 2011 - Present
Computer Consultant November 2008 - Present
Provident Investment Counsel April 1999 - September 2008
Commercial Realty Consultants, LLC May 2001 - January 2005
JB Oxford & Company June 1993 - April 1999
Skills
Blackberry, Mac OS X, Computer Hardware, Troubleshooting, Hardware, Customer Service, Laptops, XP, Active Directory, Windows, Desktop Support, Printers, Software Installation, Cabling, Antivirus, Documentation, Microsoft Office
Education
Glendale Community College 2010 — 2013
Computer Science
ITT Technical Institute 1990 — 1993
AAS, Electronics Engineering
Crescenta Valley High School 1986 — 1990
Todd Walklett, CFA's Provident Investment Counsel Experience October 1999 - July 2005
Job Managing Director, Portfolio Manager at Covington Capital Management
Industry Investment Management
Experience
Covington Capital Management September 2007 - Present
West Oak Capital, LLC 2005 - 2007
Provident Investment Counsel October 1999 - July 2005
SEI Investments May 1992 - November 1999
Education
University of Delaware 1984 — 1989
BAS, Finance
University of Delaware - Lerner College of Business and Economics 1984 — 1989
BAS, Finance
Covington Capital Management September 2007 - Present
West Oak Capital, LLC 2005 - 2007
Provident Investment Counsel October 1999 - July 2005
SEI Investments May 1992 - November 1999
Education
University of Delaware 1984 — 1989
BAS, Finance
University of Delaware - Lerner College of Business and Economics 1984 — 1989
BAS, Finance
Douglas Fillin's Provident Investment Counsel Experience 1993 - 2004
Job AVP Managed Accounts
Industry Investment Management
Experience
Tradewinds Global Investors January 2005 - Present
Provident Investment Counsel 1993 - 2004
Banc of America Investments 1988 - 1993
Union Bank 1981 - 1988
Skills
Equities, Portfolio Management, Investments, Asset Managment, Mutual Funds, Asset Allocation, Asset Management, Hedge Funds, Wealth Management, Securities, Alternative Investments, Trading, Equity Research, Valuation, Fixed Income, ETFs, Investment Strategies, Equity Valuation, Financial Analysis, Portfolio Optimization, Investment Management, Fund Of Funds, Options, Bloomberg, Risk Management, Derivatives, Investment Advisory, Strategic Financial..., Bonds, Series 7, Separately Managed..., Corporate Finance, Financial Modeling, Emerging Markets, Capital Markets, Institutional..., Equity Trading, Retirement Planning, Bloomberg Terminal, Private Equity, Finance, Series 63, Financial Markets, Financial Services, Wealth Management..., Series 24, Investment Banking, Electronic Trading, Trading Systems, FINRA
Education
California State University - Los Angeles
BA, Economics
LA High
University of California, Los Angeles
Tradewinds Global Investors January 2005 - Present
Provident Investment Counsel 1993 - 2004
Banc of America Investments 1988 - 1993
Union Bank 1981 - 1988
Skills
Equities, Portfolio Management, Investments, Asset Managment, Mutual Funds, Asset Allocation, Asset Management, Hedge Funds, Wealth Management, Securities, Alternative Investments, Trading, Equity Research, Valuation, Fixed Income, ETFs, Investment Strategies, Equity Valuation, Financial Analysis, Portfolio Optimization, Investment Management, Fund Of Funds, Options, Bloomberg, Risk Management, Derivatives, Investment Advisory, Strategic Financial..., Bonds, Series 7, Separately Managed..., Corporate Finance, Financial Modeling, Emerging Markets, Capital Markets, Institutional..., Equity Trading, Retirement Planning, Bloomberg Terminal, Private Equity, Finance, Series 63, Financial Markets, Financial Services, Wealth Management..., Series 24, Investment Banking, Electronic Trading, Trading Systems, FINRA
Education
California State University - Los Angeles
BA, Economics
LA High
University of California, Los Angeles
Bill Keelan's Provident Investment Counsel Experience 1994 - 1997
Job Client Solutions Group at Delaware Investments
Industry Investment Management
Experience
Delaware Investments 2011 - Present
Delaware Investments, a member of the Macquarie Group 2001 - 2010
Keelan Associates 1997 - 2001
Provident Investment Counsel 1994 - 1997
Wilshire Associates 1990 - 1994
Travelers Life & Annuity 1987 - 1990
Skills
Fixed Income, Investments, LDI, Portfolio Optimization, Asset Allocation, Visual Basic, Equities, Hedge Funds, Asset Management, Monte Carlo Simulation, Software Development
Education
Pennsylvania State University 1985 — 1987
BA, Math
Providence College 1981 — 1985
MA, Math/Computer Science
Delaware Investments 2011 - Present
Delaware Investments, a member of the Macquarie Group 2001 - 2010
Keelan Associates 1997 - 2001
Provident Investment Counsel 1994 - 1997
Wilshire Associates 1990 - 1994
Travelers Life & Annuity 1987 - 1990
Skills
Fixed Income, Investments, LDI, Portfolio Optimization, Asset Allocation, Visual Basic, Equities, Hedge Funds, Asset Management, Monte Carlo Simulation, Software Development
Education
Pennsylvania State University 1985 — 1987
BA, Math
Providence College 1981 — 1985
MA, Math/Computer Science
Daren Folkman's Provident Investment Counsel Experience 1998 - 2000
Job President at Folkman Asset Management
Industry Investment Management
Experience
Folkman Asset Management 2000 - Present
Provident Investment Counsel 1998 - 2000
Adams Harkness 1993 - 1997
Skills
Investments, Strategic Planning, Asset Managment, Financial Analysis, Business Strategy, Portfolio Management, Mergers, New Business Development, Public Speaking, Risk Management, Strategic Financial..., Project Management, Equities, Financial Modeling, Private Equity, Estate Planning, Alternative Investments, Entrepreneurship, Wealth Management, Business Development, Trading, Leadership
Education
Brigham Young University 1997 — 1998
Master of Business Administration (MBA)
Folkman Asset Management 2000 - Present
Provident Investment Counsel 1998 - 2000
Adams Harkness 1993 - 1997
Skills
Investments, Strategic Planning, Asset Managment, Financial Analysis, Business Strategy, Portfolio Management, Mergers, New Business Development, Public Speaking, Risk Management, Strategic Financial..., Project Management, Equities, Financial Modeling, Private Equity, Estate Planning, Alternative Investments, Entrepreneurship, Wealth Management, Business Development, Trading, Leadership
Education
Brigham Young University 1997 — 1998
Master of Business Administration (MBA)
Mert Gambito's Provident Investment Counsel Experience 1993 - 2000
Job Compliance and Privacy Officer at Hawaii Health Information Exchange
Industry Hospital & Health Care
Experience
Hawaii Health Information Exchange April 2013 - Present
Self-employed July 2012 - Present
Kaiser Permanente Hawaii Region June 2009 - July 2012
Kaiser Permanente Southern California Region July 2005 - June 2009
Kaiser Permanente Information Technology (KP-IT) April 2000 - July 2005
Provident Investment Counsel 1993 - 2000
Self-employed 1985 - 2000
Long Beach Press-Telegram 1989 - 1991
Pasadena Star-News 1985 - 1989
Skills
Security, Information Technology, HIPAA, Privacy Law, Healthcare Information..., Healthcare, Project Management, EHR, Healthcare Consulting, Program Management, Information Security..., CISSP, Risk Assessment, Healthcare Industry, Information Security, IT Audit, Identity Management, Security Audits, Marketing, Risk Management, Team Building, Vulnerability Assessment, Visio, Internal Audit, Governance, Emergency Management, Instructor-led Training, ISO 27001, Health Information..., Business Process..., Business Continuity, Revenue Cycle, Technical Writing, Business Strategy, Martial Arts, Data Privacy, Software Development..., Compliance, Incident Investigation, Journalism, Graphic Design, Incident Management, Shiatsu, News Writing, Adobe Creative Suite, Internal Investigations, Meaningful Use, Jujutsu, Public Speaking, Training
Education
Art Center College of Design
Hakkoryu
Shodan
Hawaii Health Information Exchange April 2013 - Present
Self-employed July 2012 - Present
Kaiser Permanente Hawaii Region June 2009 - July 2012
Kaiser Permanente Southern California Region July 2005 - June 2009
Kaiser Permanente Information Technology (KP-IT) April 2000 - July 2005
Provident Investment Counsel 1993 - 2000
Self-employed 1985 - 2000
Long Beach Press-Telegram 1989 - 1991
Pasadena Star-News 1985 - 1989
Skills
Security, Information Technology, HIPAA, Privacy Law, Healthcare Information..., Healthcare, Project Management, EHR, Healthcare Consulting, Program Management, Information Security..., CISSP, Risk Assessment, Healthcare Industry, Information Security, IT Audit, Identity Management, Security Audits, Marketing, Risk Management, Team Building, Vulnerability Assessment, Visio, Internal Audit, Governance, Emergency Management, Instructor-led Training, ISO 27001, Health Information..., Business Process..., Business Continuity, Revenue Cycle, Technical Writing, Business Strategy, Martial Arts, Data Privacy, Software Development..., Compliance, Incident Investigation, Journalism, Graphic Design, Incident Management, Shiatsu, News Writing, Adobe Creative Suite, Internal Investigations, Meaningful Use, Jujutsu, Public Speaking, Training
Education
Art Center College of Design
Hakkoryu
Shodan