RGT Capital Management
Industry: Company
DescriptionFounded: 1985 Subsidiary: Robertson, Griege & Thoele, Financial Advisors, Asset Management Arm
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RGT Capital Management Employees
Employee
Years
Job
Industry
Gina Lara MBA, CFP® Gina Lara MBA, CFP®'s RGT Capital Management Experience January 2014 - April 2014
Job Financial Planner
Industry Financial Services
Experience
RGT Capital Management January 2014 - April 2014
RGT Capital Management March 2006 - April 2014
Huntington Learning Center January 2000 - October 2005
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Portfolio Management, Tax, Investments, Management, Accounting, Analysis, Wealth, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Masters of Business Administration
California State University-Fullerton 1997 — 1999
B.A.
RGT Capital Management January 2014 - April 2014
RGT Capital Management March 2006 - April 2014
Huntington Learning Center January 2000 - October 2005
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Portfolio Management, Tax, Investments, Management, Accounting, Analysis, Wealth, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Masters of Business Administration
California State University-Fullerton 1997 — 1999
B.A.
Amisha Chaudhary, MA Amisha Chaudhary, MA's RGT Capital Management Experience March 2014 - Present
Job Portfolio Analyst at RGT Capital Management
Industry Financial Services
Experience
RGT Capital Management March 2014 - Present
RGT Capital Management May 2013 - March 2014
Payden & Rygel November 2011 - October 2012
Traub Capital Management January 2010 - May 2011
Brandeis University August 2009 - May 2011
Urban Institute October 2005 - December 2007
Education
University of California, Irvine 2013 — 2014
Personal Financial Planning Certificate, A CFP® Registered Program
Brandeis University, Lemberg - International Business School 2009 — 2011
MA, Finance and Economics
North Central College 2001 — 2005
BA, Economics and Political Science (International Focus)
RGT Capital Management March 2014 - Present
RGT Capital Management May 2013 - March 2014
Payden & Rygel November 2011 - October 2012
Traub Capital Management January 2010 - May 2011
Brandeis University August 2009 - May 2011
Urban Institute October 2005 - December 2007
Education
University of California, Irvine 2013 — 2014
Personal Financial Planning Certificate, A CFP® Registered Program
Brandeis University, Lemberg - International Business School 2009 — 2011
MA, Finance and Economics
North Central College 2001 — 2005
BA, Economics and Political Science (International Focus)
Matthew Salus Matthew Salus's RGT Capital Management Experience June 2011 - August 2011
Job Administrative Specialist at City National Bank
Industry Banking
Experience
City National Bank January 2013 - Present
ChowNow March 2012 - October 2012
c.2K Entertainment June 2011 - August 2011
Endgame Entertainment June 2011 - August 2011
RGT Capital Management June 2011 - August 2011
Skills
Eviews, Econometrics, Research, PowerPoint, Microsoft Office, Microsoft Excel, Economics, Social Media
Education
Occidental College 2008 — 2012
Bachelor of the arts, Economics; Business Focus
City National Bank January 2013 - Present
ChowNow March 2012 - October 2012
c.2K Entertainment June 2011 - August 2011
Endgame Entertainment June 2011 - August 2011
RGT Capital Management June 2011 - August 2011
Skills
Eviews, Econometrics, Research, PowerPoint, Microsoft Office, Microsoft Excel, Economics, Social Media
Education
Occidental College 2008 — 2012
Bachelor of the arts, Economics; Business Focus
Alex Haghighi Alex Haghighi's RGT Capital Management Experience August 2007 - May 2008
Job MBA, CPA Candidate
Industry Accounting
Experience
A+H Accounting June 2008 - Present
RGT Capital Management August 2007 - May 2008
Quest Diagnostics February 2005 - September 2005
The Princeton Review March 2003 - March 2005
Skills
Advanced Skills with..., Teaching, Sound, Microsoft Office, Public Speaking, Higher Education, Microsoft Excel, PowerPoint, Access, Microsoft Word, Research, Event Planning, Nonprofits, Entertainment, Leadership, Social Media
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA), Accounting, 3.41
University of California, Irvine 1990 — 2002
Bachelor of Science (B.S.), Biology, General
A+H Accounting June 2008 - Present
RGT Capital Management August 2007 - May 2008
Quest Diagnostics February 2005 - September 2005
The Princeton Review March 2003 - March 2005
Skills
Advanced Skills with..., Teaching, Sound, Microsoft Office, Public Speaking, Higher Education, Microsoft Excel, PowerPoint, Access, Microsoft Word, Research, Event Planning, Nonprofits, Entertainment, Leadership, Social Media
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA), Accounting, 3.41
University of California, Irvine 1990 — 2002
Bachelor of Science (B.S.), Biology, General
Samantha De La Paz Samantha De La Paz's RGT Capital Management Experience October 2006 - October 2010
Job Marketing Coordinator, Commercial Real Estate Brokerage
Industry Commercial Real Estate
Experience
Colliers International February 2015 - Present
Oltmans Construction Co. October 2013 - February 2015
Colliers International October 2010 - October 2013
RGT Capital Management October 2006 - October 2010
Skills
Quickbooks, Quicken, Microsoft Office, Excel, Accounting, Account Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Cash Management, Cash Flow Management, InDesign, Illustrator, Photoshop, Supervising, Logistics, Event Planning, Management, Leadership
Education
California State University-Fullerton - College of Business and Economics 2007 — 2009
BA, Business Administration with a concentration in Accounting
Pima Community College
Accounting
Colliers International February 2015 - Present
Oltmans Construction Co. October 2013 - February 2015
Colliers International October 2010 - October 2013
RGT Capital Management October 2006 - October 2010
Skills
Quickbooks, Quicken, Microsoft Office, Excel, Accounting, Account Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Cash Management, Cash Flow Management, InDesign, Illustrator, Photoshop, Supervising, Logistics, Event Planning, Management, Leadership
Education
California State University-Fullerton - College of Business and Economics 2007 — 2009
BA, Business Administration with a concentration in Accounting
Pima Community College
Accounting
Er Wang Er Wang's RGT Capital Management Experience 2006 - 2007
Job Product Management at AXS.com
Industry Internet
Experience
Anschutz Entertainment Group - AXS.com February 2012 - Present
Warner Bros. Entertainment Inc. 2009 - 2011
Deloitte Consulting 2007 - 2009
RGT Capital Management 2006 - 2007
Skills
Strategy, Financial Analysis, Forecasting, Management Consulting, Competitive Analysis, Analytics, Project Management, Financial Modeling, Investments, Project Planning, Product Management, Business Process..., Agile Methodologies, User Stories, User Acceptance Testing, Marketing Strategy, Account Management, User Interface Design, Product Requirements, Business Analysis, Business Intelligence
Education
University of California, Irvine 2006 — 2008
Bachelors, Economics
University of California, Santa Barbara 2004 — 2005
Business Economics
Anschutz Entertainment Group - AXS.com February 2012 - Present
Warner Bros. Entertainment Inc. 2009 - 2011
Deloitte Consulting 2007 - 2009
RGT Capital Management 2006 - 2007
Skills
Strategy, Financial Analysis, Forecasting, Management Consulting, Competitive Analysis, Analytics, Project Management, Financial Modeling, Investments, Project Planning, Product Management, Business Process..., Agile Methodologies, User Stories, User Acceptance Testing, Marketing Strategy, Account Management, User Interface Design, Product Requirements, Business Analysis, Business Intelligence
Education
University of California, Irvine 2006 — 2008
Bachelors, Economics
University of California, Santa Barbara 2004 — 2005
Business Economics
Will Bogan Will Bogan's RGT Capital Management Experience May 2012 - June 2012
Job Proprietary Trader at Gelber Group LLC
Industry Capital Markets
Experience
Gelber Group LLC November 2013 - Present
NexTier Capital Solutions, LLC April 2013 - November 2013
RGT Capital Management May 2012 - June 2012
Homecourt YMCA August 2006 - May 2008
Skills
Budgets, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Public Speaking, Data Analysis, Social Media, Marketing, Customer Service, Microsoft Word, Sales, Business Analysis, Business Strategy, Project Management, Strategic Planning, Event Planning, Team Leadership, Research, Process Improvement, Social Media Marketing, Investments, Coaching, Analysis, Financial Modeling, Strategic Financial..., Highly personable
Education
University of Mississippi 2008 — 2011
Bachelor of Business Administration (BBA), Managerial Finance
Valparaiso University 2011 — 2013
Master of Business Administration (MBA)
Gelber Group LLC November 2013 - Present
NexTier Capital Solutions, LLC April 2013 - November 2013
RGT Capital Management May 2012 - June 2012
Homecourt YMCA August 2006 - May 2008
Skills
Budgets, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Public Speaking, Data Analysis, Social Media, Marketing, Customer Service, Microsoft Word, Sales, Business Analysis, Business Strategy, Project Management, Strategic Planning, Event Planning, Team Leadership, Research, Process Improvement, Social Media Marketing, Investments, Coaching, Analysis, Financial Modeling, Strategic Financial..., Highly personable
Education
University of Mississippi 2008 — 2011
Bachelor of Business Administration (BBA), Managerial Finance
Valparaiso University 2011 — 2013
Master of Business Administration (MBA)
Kevin Nguyen Kevin Nguyen's RGT Capital Management Experience June 2010 - October 2010
Job Business Development Manager at mNectar
Industry Financial Services
Experience
mNectar September 2015 - Present
mNectar September 2014 - August 2015
Ensenta Corporation April 2014 - September 2014
Ensenta Corporation November 2013 - August 2014
Ensenta Corporation January 2013 - November 2013
Power-One August 2012 - January 2013
Wells Fargo April 2012 - July 2012
Service Source December 2011 - April 2012
RGT Capital Management June 2010 - October 2010
Merrill Lynch November 2009 - April 2010
Skills
Microsoft Office, Sales, Marketing, Microsoft Excel, PowerPoint, CRM, Social Networking, Leadership, Accounting, Microsoft Word, Outlook, Pivot Tables, QuickBooks, Market Research, Customer Service, Social Media Marketing, SharePoint, JavaScript, C++ Language, Java, Salesforce.com, Mobile Games, Mobile Advertising, Ad Tech, Monetization
Education
University of California, Irvine 2007 — 2011
Bachelors of Science, Business Economics
mNectar September 2015 - Present
mNectar September 2014 - August 2015
Ensenta Corporation April 2014 - September 2014
Ensenta Corporation November 2013 - August 2014
Ensenta Corporation January 2013 - November 2013
Power-One August 2012 - January 2013
Wells Fargo April 2012 - July 2012
Service Source December 2011 - April 2012
RGT Capital Management June 2010 - October 2010
Merrill Lynch November 2009 - April 2010
Skills
Microsoft Office, Sales, Marketing, Microsoft Excel, PowerPoint, CRM, Social Networking, Leadership, Accounting, Microsoft Word, Outlook, Pivot Tables, QuickBooks, Market Research, Customer Service, Social Media Marketing, SharePoint, JavaScript, C++ Language, Java, Salesforce.com, Mobile Games, Mobile Advertising, Ad Tech, Monetization
Education
University of California, Irvine 2007 — 2011
Bachelors of Science, Business Economics
Annie C.'s RGT Capital Management Experience March 2010 - April 2011
Job Realtor at Remax Omega
Industry Import and Export
Experience
Remax Omega April 2014 - Present
Master Plan Events July 2010 - November 2013
RGT Capital Management March 2010 - April 2011
Springs International Trading LLC January 2005 - June 2010
Skills
Customer Service, Negotiation, Marketing, Sales, Microsoft Word, Event Planning, Public Speaking, Real Estate, Event Management, Social Media, Strategic Planning, Leadership, Retail, Teamwork, Marketing Strategy, Research, Management, Team Building, English
Education
University of California, Irvine
BA
Temple City High School
Remax Omega April 2014 - Present
Master Plan Events July 2010 - November 2013
RGT Capital Management March 2010 - April 2011
Springs International Trading LLC January 2005 - June 2010
Skills
Customer Service, Negotiation, Marketing, Sales, Microsoft Word, Event Planning, Public Speaking, Real Estate, Event Management, Social Media, Strategic Planning, Leadership, Retail, Teamwork, Marketing Strategy, Research, Management, Team Building, English
Education
University of California, Irvine
BA
Temple City High School
Hiten Ratanjee, CPA, MST's RGT Capital Management Experience 2002 - 2002
Job Owner
Industry Accounting
Experience
H Ratanjee CPA July 2013 - Present
Grant Thornton LLP July 2010 - June 2013
RSM McGladrey July 2008 - June 2010
Grant Thornton LLP January 2003 - June 2008
RGT Capital Management 2002 - 2002
Seagate Technology 1996 - 2000
Skills
Tax Research, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Masters, Accountancy-Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2002
H Ratanjee CPA July 2013 - Present
Grant Thornton LLP July 2010 - June 2013
RSM McGladrey July 2008 - June 2010
Grant Thornton LLP January 2003 - June 2008
RGT Capital Management 2002 - 2002
Seagate Technology 1996 - 2000
Skills
Tax Research, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Masters, Accountancy-Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2002
Stanley Bae, CFP's RGT Capital Management Experience August 2001 - Present
Job Managing Director at RGT Capital Management
Industry Financial Services
Experience
RGT Capital Management August 2001 - Present
Robertson, Griege & Thoele 2001 - Present
Education
University of California, San Diego 1984 — 1988
RGT Capital Management August 2001 - Present
Robertson, Griege & Thoele 2001 - Present
Education
University of California, San Diego 1984 — 1988
Darryl Lin's RGT Capital Management Experience September 2007 - June 2008
Job Business Development at backmeupIT
Industry Information Technology and Services
Experience
backmeupIT August 2015 - Present
Din Tai Fung Restaurant Inc July 2014 - Present
Self Employed March 2010 - Present
Gyu-Kaku Japanese BBQ Restaurant June 2014 - November 2014
Beacon Pointe Advisors June 2008 - March 2010
RGT Capital Management September 2007 - June 2008
University of California, Irvine Extension March 2004 - January 2007
Skills
Asset Allocation, Portfolio Management, Asset Managment, Financial Analysis, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Business Development, Asset Management, Analysis, Economics, New Business Development, Management, Sales, Microsoft Excel, Financial Planning, Customer Service
Education
University of California, Irvine 2002 — 2007
Bachelors, Economics
backmeupIT August 2015 - Present
Din Tai Fung Restaurant Inc July 2014 - Present
Self Employed March 2010 - Present
Gyu-Kaku Japanese BBQ Restaurant June 2014 - November 2014
Beacon Pointe Advisors June 2008 - March 2010
RGT Capital Management September 2007 - June 2008
University of California, Irvine Extension March 2004 - January 2007
Skills
Asset Allocation, Portfolio Management, Asset Managment, Financial Analysis, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Business Development, Asset Management, Analysis, Economics, New Business Development, Management, Sales, Microsoft Excel, Financial Planning, Customer Service
Education
University of California, Irvine 2002 — 2007
Bachelors, Economics
Raetta Tevelowitz's RGT Capital Management Experience August 2010 - December 2011
Job Accountant
Industry Accounting
Experience
Personable Inc. November 2012 - June 2013
RGT Capital Management August 2010 - December 2011
icanbuy.com January 2009 - June 2009
DSW March 2008 - June 2008
Cindies Subs June 2004 - September 2006
Skills
Accounting, Quickbooks, Financial Reporting, Reconciliation, Excel, PowerPoint, Word, QuickBooks, Microsoft Excel, Financial Analysis, Microsoft Word, General Ledger, Payroll, Variance Analysis, Analysis, Strategic Financial..., Auditing, Account Reconciliation, Financial Accounting, Accounts Receivable, Tax
Education
California State University-Fullerton 2013 — 2015
Master's degree, Accounting
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.53
Elsinore High School, Wildomar 2002 — 2006
4.0
Personable Inc. November 2012 - June 2013
RGT Capital Management August 2010 - December 2011
icanbuy.com January 2009 - June 2009
DSW March 2008 - June 2008
Cindies Subs June 2004 - September 2006
Skills
Accounting, Quickbooks, Financial Reporting, Reconciliation, Excel, PowerPoint, Word, QuickBooks, Microsoft Excel, Financial Analysis, Microsoft Word, General Ledger, Payroll, Variance Analysis, Analysis, Strategic Financial..., Auditing, Account Reconciliation, Financial Accounting, Accounts Receivable, Tax
Education
California State University-Fullerton 2013 — 2015
Master's degree, Accounting
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.53
Elsinore High School, Wildomar 2002 — 2006
4.0
Rishi Parikh's RGT Capital Management Experience July 2006 - February 2007
Job Real Estate Manager at DaVita
Industry Financial Services
Experience
DaVita Kidney Care April 2015 - Present
DaVita Kidney Care October 2012 - April 2015
The Ayco Company June 2007 - October 2012
RGT Capital Management July 2006 - February 2007
Canterbury Consulting January 2006 - June 2006
Skills
Asset Management, Finance, Strategic Financial..., Commercial Real Estate, Real Estate, Portfolio Management, Financial Analysis, Financial Reporting
Education
University of California, Irvine 2003 — 2007
Degree: Bachelor of Arts, Economics
DaVita Kidney Care April 2015 - Present
DaVita Kidney Care October 2012 - April 2015
The Ayco Company June 2007 - October 2012
RGT Capital Management July 2006 - February 2007
Canterbury Consulting January 2006 - June 2006
Skills
Asset Management, Finance, Strategic Financial..., Commercial Real Estate, Real Estate, Portfolio Management, Financial Analysis, Financial Reporting
Education
University of California, Irvine 2003 — 2007
Degree: Bachelor of Arts, Economics
Soner Bicici, MBA's RGT Capital Management Experience January 2009 - June 2010
Job Financial Analyst @ SCS Engineers
Industry Environmental Services
Experience
SCS Engineers March 2014 - Present
Kelley Blue Book January 2013 - July 2013
UC Irvine June 2010 - January 2013
RGT Capital Management January 2009 - June 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Analysis, Budgets, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Forecasting, Accounting, Corporate Finance, Market Research, Strategic Planning, Project Management, Data Mining, Microstrategy, Omniture, Statistics, Analytics, SQL, Vlookup, Access, Business Analysis, Finance, Leadership
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
Master of Business Administration (MBA), Finance
CSULB 2002 — 2005
Bachelor of Business Administration (B.B.A.), Management
SCS Engineers March 2014 - Present
Kelley Blue Book January 2013 - July 2013
UC Irvine June 2010 - January 2013
RGT Capital Management January 2009 - June 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Analysis, Budgets, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Forecasting, Accounting, Corporate Finance, Market Research, Strategic Planning, Project Management, Data Mining, Microstrategy, Omniture, Statistics, Analytics, SQL, Vlookup, Access, Business Analysis, Finance, Leadership
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
Master of Business Administration (MBA), Finance
CSULB 2002 — 2005
Bachelor of Business Administration (B.B.A.), Management
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