The Conifer Group, LLC
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The Conifer Group, LLC Employees
Buffalo Inspection Services Inc. February 2014 - Present
Corporate Financial Consulting December 2012 - February 2014
The Conifer Group, LLC July 2002 - October 2011
Kovell Trading, LLC 2001 - 2002
Banc of America Securities 1999 - 2001
Ernst & Young 1996 - 1999
Skills
Hedge Funds, Equities, Capital Markets, Asset Managment, Investments, Finance, Bloomberg, Due Diligence, Alternative Investments, Fixed Income, Securities, Fund Of Funds, Portfolio Management, Series 7, Series 63, Derivatives, Internal Controls, Valuation, Private Equity, Financial Analysis, Financial Services, Risk Management, Financial Markets, Asset Management, Trading
Education
Chartered Accountant 1996 — 1999
Chartered Accountant
University of Alberta 1992 — 1996
Bachelor of Commerce, Accounting and Finance
CICBV
CICBV
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2013 - Present
3D Organics April 2012 - October 2012
Thomas Weisel Partners October 2005 - March 2008
Thomas Weisel Partners 2000 - 2004
Thomas Weisel Partners 1998 - 2000
Montgomery Securities 1995 - 1998
Skills
Project Management, Human Resources, Organizational..., Office Management, Management Consulting, Management, Financial Analysis, Compensation & Benefit, Employee Relations, Business Development, Problem Solving, Business Process..., Analysis, Interviews, HRIS, Personnel Management, Investments, New Hire Orientations, Asset Management, Performance Management, Equities, Hedge Funds, Portfolio Management
Education
UCSB 1991 — 1995
Bachelor of Arts (BA), Business Economics
Dublin High School 1987 — 1991
InvestCloud LLC May 2012 - Present
The Conifer Group, LLC August 2008 - May 2012
Accenture Technology Labs August 2007 - August 2008
Accenture Capital Markets Solutions Group December 2006 - August 2007
Random Walk Computing July 2005 - August 2006
Northrop Grumman Corp June 2003 - January 2005
Skills
Product Development, C#, Software Project..., Enterprise Software, Trading Systems, Financial Software..., Computer Vision, Python, Ruby on Rails, Django, Data Analysis, Big Data, Financial Instruments, Business Analysis, Product Management
Education
Northwestern University
BS
Conifer Financial Services June 2014 - Present
The Conifer Group, LLC February 2010 - Present
Citigroup Global Markets Inc 2003 - November 2008
Citigroup Global Markets Inc 1999 - 2003
Citigroup - Salomon Smith Barney 1993 - 1999
Smith Barney 1986 - 1993
Smith Barney Harris Upham 1981 - 1986
Skills
Process Improvement, Prime Brokerage, Equities, Financial Services, Hedge Funds, Fixed Income, Trading Systems, Capital Markets, Leadership, CRM, Alternative Investments, Finance, Securities, Derivatives, Series 7, Relationship Management, Portfolio Management, Series 63
Education
Rutgers, The State University of New Jersey-Newark
Groupe Insearch September 2015 - Present
SEPHORA June 2013 - August 2015
The Conifer Group, LLC July 2010 - June 2013
American Heart Association November 2008 - July 2010
Skills
Event Management, Event Planning, Fundraising, Social Media, Microsoft Office, Non-profits, Customer Relations, Customer Service, Promotions, Nutrition, Administration
Education
California State University-Sacramento 2002 — 2008
Bachelor of Arts (B.A.)
Yonder Design January 2013 - Present
Innovations PSI May 2011 - March 2012
The Conifer Group, LLC May 2006 - May 2011
Leibowitz Communications 2004 - 2004
Navigent International, Inc. (FLYR) April 2003 - September 2003
Skills
Project Management, Temporary Placement, Networking, Business Development, Social Media Measurement, Social Media, Press Releases, PPC, Interactive Advertising, Business Networking, Presentation Design, Team Building, Relationship Management
Education
Syracuse University 2002 — 2006
Bachelor of Fine Arts, Duel Concentration/Major: Communications Design & Painting, Minor: Art History
Cherry Creek High School 1998 — 2002
Financial Industry Regulatory Authority (FINRA)
Series 7 - Registered Representative
San Francisco State University, College of Business
Business Ethics
University of California, Berkeley
Extention, Financial Security Analysis; Options and Other Financial Derivatives
The Conifer Group, LLC June 2007 - Present
Education
Santa Clara University 1999 — 2003
BTIG January 2012 - Present
The Conifer Group, LLC May 2011 - December 2011
Bank of America March 1999 - March 2011
Franklin Templeton Group October 1997 - February 1999
Skills
Financial Analysis, Securities, Accounting, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Financial Services, Finance, Asset Management, Portfolio Management, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Investments
Education
California State University-Hayward - School of Business and Economics
BS, MBA, - Finance, Management Science
Lawrence Livermore National Laboratory December 2011 - Present
The Conifer Group, LLC August 2001 - December 2011
Microsoft Corporation April 1999 - August 2001
Solomon Software (Great Plains) October 1998 - April 1999
Business Computing Solutions (BCSG Inc.) 1994 - 1998
Aries Computer Technology 1987 - 1994
Bell Atlantic Business Systems (MAI/Sorbus) May 1982 - 1986
National Advanced Systems April 1981 - May 1982
United States Air Force April 1977 - April 1981
Skills
Disaster Recovery, Servers, Data Center, System Administration, Infrastructure, Microsoft SQL Server, Microsoft Exchange, Management, Cloud Computing, Windows Server, SAN, IT Management, Program Management, Project Management, IT Strategy, Network Security, Enterprise Architecture, Information Technology, Requirements Analysis, Leadership, Software Development, Security, High Availability, Software Project..., Integration, Start-ups, VMware, Risk Management, SaaS, Vendor Management, Active Directory, Virtualization, Cisco Technologies, Team Building, Consulting, Business Analysis, IT Operations, IT Service Management, Enterprise Software, Storage, SharePoint, Solution Architecture, System Deployment, Databases, Mobile Devices, Enterprise Mobility
Education
Orange High School 1973 — 1977
HSD
Riverside Community College
Computer Science
University of California, Riverside
Computer Science
Ingram Micro 2014 - Present
KG Funds 2013 - 2014
Moelis & Company 2011 - 2013
The Conifer Group LLC 2009 - 2011
KLA-Tencor June 2010 - August 2010
PricewaterhouseCoopers June 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
BA, Statistics, 3.8/4.0
University of California, Berkeley, Haas School of Business 2007 — 2011
BS, Business Administration, 3.8/4.0
Palo Alto High School