Wallace Associates
Description
Address: 1010 B St, San Rafael, CA 94901 Phone: (415) 601-2081: : Place name: : : Hours: Category: Website: : : Website: http://www.jaywallaceassociates.com/contact-us/ Category: Attorney Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Jay Wallace Associates Posting publicly on the Web Write a review Reviews Be the first to review
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Wallace Associates Employees
Employee
Years
Job
Industry
Rajan Jugran Rajan Jugran's Wallace Associates Experience February 2002 - December 2004
Job Accountant (Property, Real Estate, General Ledger, Etc)
Industry Accounting
Experience
PHH Mortgage August 2012 - Present
Citi January 2008 - February 2010
Tyco International September 2006 - September 2007
Gala Resources, LLP December 2004 - April 2006
Wallace Associates February 2002 - December 2004
The Realm March 2001 - February 2002
Winoker Realty April 2000 - March 2001
Tower Realty Management Corporation June 1998 - March 2000
Skills
Microsoft Excel, QuickBooks, Microsoft Word, MS Project, PowerPoint, Outlook, MRI, Turbo Tax, Microsoft Office, Budget, Financial Statements, General Ledger, Forecasting, Budgets, Accounting, Accounts Payable, Payroll, Accounts Receivable, Bookkeeping, Management, Finance, Financial Reporting, Analysis, Process Improvement, Time Management
Education
The College of New Jersey (formerly Trenton State College) 1995 — 1997
Bachelor of Science, Accounting
Fairleigh Dickinson University 1993 — 1995
NA, Accounting
PHH Mortgage August 2012 - Present
Citi January 2008 - February 2010
Tyco International September 2006 - September 2007
Gala Resources, LLP December 2004 - April 2006
Wallace Associates February 2002 - December 2004
The Realm March 2001 - February 2002
Winoker Realty April 2000 - March 2001
Tower Realty Management Corporation June 1998 - March 2000
Skills
Microsoft Excel, QuickBooks, Microsoft Word, MS Project, PowerPoint, Outlook, MRI, Turbo Tax, Microsoft Office, Budget, Financial Statements, General Ledger, Forecasting, Budgets, Accounting, Accounts Payable, Payroll, Accounts Receivable, Bookkeeping, Management, Finance, Financial Reporting, Analysis, Process Improvement, Time Management
Education
The College of New Jersey (formerly Trenton State College) 1995 — 1997
Bachelor of Science, Accounting
Fairleigh Dickinson University 1993 — 1995
NA, Accounting
Josh Romportl Josh Romportl's Wallace Associates Experience March 2014 - August 2015
Job Senior Marketing and International Business Student at the Carlson School of Management
Industry Market Research
Experience
Alpha Gamma Delta September 2012 - Present
Carlson School of Management August 2012 - Present
Wallace Associates March 2014 - August 2015
Interlachen Country Club May 2007 - August 2015
TheShyneStudio January 2015 - April 2015
Skills
Leadership, Microsoft Office, Financial Analysis, Microsoft Excel, Inventory Management, Facebook, PowerPoint, Budgets, Financial Reporting, Teamwork, Time Management, Sales, Chinese
Education
Carlson School of Management/University of Minnesota 2012 — 2016
International Business & Finance
Chesterton Academy 2008 — 2012
Eagle Ridge Academy 2005 — 2008
The Blake School 2000 — 2004
University of Minnesota - Carlson School of Management
Alpha Gamma Delta September 2012 - Present
Carlson School of Management August 2012 - Present
Wallace Associates March 2014 - August 2015
Interlachen Country Club May 2007 - August 2015
TheShyneStudio January 2015 - April 2015
Skills
Leadership, Microsoft Office, Financial Analysis, Microsoft Excel, Inventory Management, Facebook, PowerPoint, Budgets, Financial Reporting, Teamwork, Time Management, Sales, Chinese
Education
Carlson School of Management/University of Minnesota 2012 — 2016
International Business & Finance
Chesterton Academy 2008 — 2012
Eagle Ridge Academy 2005 — 2008
The Blake School 2000 — 2004
University of Minnesota - Carlson School of Management
Karen Wikstrom Karen Wikstrom's Wallace Associates Experience January 1982 - March 1989
Job President/CEO at Wikstrom Economic & Planning Consultants, Inc.
Industry Real Estate
Experience
Wikstrom Economic & Planning Consultants, Inc. April 1989 - Present
University of Utah 1989 - 2009
Wallace Associates January 1982 - March 1989
Skills
Real Estate, Economic Development, Economics, Financial Analysis, Expert Witness, Urban Planning, Surveys, Housing, Affordable Housing, Painting, Music, Transportation, Feasibility Studies, Financial Institutions, Real Estate Finance, Facilities Planning, Strategic Planning..., Technical Writing, Market Research, Market Analysis, Social Housing, Strategic Planning, Real Estate Economics, Sustainability, Surveying, Grant Writing, Management, Facilities Management, Project Planning, Land Use Planning, Entrepreneurship, Real Estate Development, Business Planning, Nonprofits, Public Speaking, Leadership, Land Use, Community Development, Zoning, Community Outreach, Analysis, Policy, Research, Finance, Mergers & Acquisitions, Comprehensive Planning, Investments, Proposal Writing, Fundraising, Environmental Awareness
Education
University of Utah - David Eccles School of Business 1983 — 1986
MS, Finance
Smith College 1977 — 1981
BA, Economics
Wikstrom Economic & Planning Consultants, Inc. April 1989 - Present
University of Utah 1989 - 2009
Wallace Associates January 1982 - March 1989
Skills
Real Estate, Economic Development, Economics, Financial Analysis, Expert Witness, Urban Planning, Surveys, Housing, Affordable Housing, Painting, Music, Transportation, Feasibility Studies, Financial Institutions, Real Estate Finance, Facilities Planning, Strategic Planning..., Technical Writing, Market Research, Market Analysis, Social Housing, Strategic Planning, Real Estate Economics, Sustainability, Surveying, Grant Writing, Management, Facilities Management, Project Planning, Land Use Planning, Entrepreneurship, Real Estate Development, Business Planning, Nonprofits, Public Speaking, Leadership, Land Use, Community Development, Zoning, Community Outreach, Analysis, Policy, Research, Finance, Mergers & Acquisitions, Comprehensive Planning, Investments, Proposal Writing, Fundraising, Environmental Awareness
Education
University of Utah - David Eccles School of Business 1983 — 1986
MS, Finance
Smith College 1977 — 1981
BA, Economics
Mike Anderson, CES(r) Mike Anderson, CES(r)'s Wallace Associates Experience 1982 - 1986
Job President at Exchange Services, LLC, subsidiary of Zions Bank
Industry Financial Services
Experience
Exchange Services, LLC March 2008 - Present
NAIOP Utah January 2009 - December 2009
Zions Bank December 2007 - March 2008
First American Exchange Company September 1998 - December 2007
Starker Services, Inc. 1993 - 1998
Robert B. Aikens & Associates 1986 - 1991
Wallace Associates 1982 - 1986
Trammell Crow Company 1980 - 1982
Skills
1031 Exchanges, Banking, Real Estate, Investment Properties, Real Estate Investment, Tax
Education
Harvard Business School 1977 — 1980
MBA, Finance
University of Utah - David Eccles School of Business 1972 — 1977
BA, Finance and Management
Exchange Services, LLC March 2008 - Present
NAIOP Utah January 2009 - December 2009
Zions Bank December 2007 - March 2008
First American Exchange Company September 1998 - December 2007
Starker Services, Inc. 1993 - 1998
Robert B. Aikens & Associates 1986 - 1991
Wallace Associates 1982 - 1986
Trammell Crow Company 1980 - 1982
Skills
1031 Exchanges, Banking, Real Estate, Investment Properties, Real Estate Investment, Tax
Education
Harvard Business School 1977 — 1980
MBA, Finance
University of Utah - David Eccles School of Business 1972 — 1977
BA, Finance and Management
David Jewkes David Jewkes's Wallace Associates Experience June 1990 - May 2000
Job Sr. Vice President at Cushman & Wakefield / Commerce
Industry Real Estate
Experience
Cushman & Wakefield / Commerce June 2015 - Present
Integris Capital Group April 2013 - May 2015
Cushman & Wakefield / Commerce February 2008 - April 2013
Burnham Real Estate July 2002 - February 2008
Wallace Associates June 1990 - May 2000
Skills
Real Estate, Investment Properties, Real Estate Transactions, Property Management, Investments, Real Estate Development, Commercial Real Estate, Leases, Asset Management, Due Diligence
Education
Brigham Young University 1974 — 1979
Bachelor of Arts (B.A.), Communication and Media Studies
Cushman & Wakefield / Commerce June 2015 - Present
Integris Capital Group April 2013 - May 2015
Cushman & Wakefield / Commerce February 2008 - April 2013
Burnham Real Estate July 2002 - February 2008
Wallace Associates June 1990 - May 2000
Skills
Real Estate, Investment Properties, Real Estate Transactions, Property Management, Investments, Real Estate Development, Commercial Real Estate, Leases, Asset Management, Due Diligence
Education
Brigham Young University 1974 — 1979
Bachelor of Arts (B.A.), Communication and Media Studies
Suzanne Ellis's Wallace Associates Experience 1993 - 1995
Job Special Assets at Community Banks of Colorado, a Division of NBH Bank, N.A.
Industry Banking
Experience
Community Banks of Colorado, a Division of NBH Bank, N.A. April 2012 - Present
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank August 2010 - April 2012
First National Bank of Colorado May 2009 - August 2010
Benewolf February 2008 - May 2009
The Debt Exchange July 2005 - January 2008
MBS Associates 1995 - July 2005
Wallace Associates 1993 - 1995
Sunbelt Savings, FSB 1989 - 1993
Skills
Non-performing Loans, Loan Sales, Microsoft Word, Databases, Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Portfolio Management, Underwriting, Real Estate, Asset Managment, Investments, Commercial Banking, Financial Analysis, Real Estate Economics, Risk Management, Credit Risk, Valuation, Commercial Lending, Capital Markets, Due Diligence, Asset, Asset Management, Mergers & Acquisitions, Asset Based Lending, Structured Finance, Commercial Real Estate, Financial Risk, Cash Management
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.)
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.)
Community Banks of Colorado, a Division of NBH Bank, N.A. April 2012 - Present
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank August 2010 - April 2012
First National Bank of Colorado May 2009 - August 2010
Benewolf February 2008 - May 2009
The Debt Exchange July 2005 - January 2008
MBS Associates 1995 - July 2005
Wallace Associates 1993 - 1995
Sunbelt Savings, FSB 1989 - 1993
Skills
Non-performing Loans, Loan Sales, Microsoft Word, Databases, Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Portfolio Management, Underwriting, Real Estate, Asset Managment, Investments, Commercial Banking, Financial Analysis, Real Estate Economics, Risk Management, Credit Risk, Valuation, Commercial Lending, Capital Markets, Due Diligence, Asset, Asset Management, Mergers & Acquisitions, Asset Based Lending, Structured Finance, Commercial Real Estate, Financial Risk, Cash Management
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.)
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.)
Tim Peterson PLA Tim Peterson PLA's Wallace Associates Experience July 2005 - December 2009
Job Landscape Architect with Nash Omniscaping
Industry Design
Experience
Nash Omniscaping, llc January 2014 - Present
The Brickman Group June 2012 - January 2014
The Delaware Center for Horticulture October 2006 - September 2012
The Brickman Group June 2011 - June 2012
CLASSIC Lawns and Gardens February 2010 - June 2011
Wallace Associates July 2005 - December 2009
Wallace Associates Inc. May 2001 - July 2005
Robert E. Blue 1999 - 2001
styers 1993 - 1998
Skills
Sustainability, Landscape Design, New Business Development, Customer Service, Landscaping, Landscape Architecture, Landscape Maintenance, Garden Design, Urban Planning, Irrigation, Comprehensive Planning, Land Use Planning, Site Plans, Site Planning, Submittals, Parks
Education
Temple University 1997 — 2001
BSLA, Landscape Architecture
Sandler Training 2008 — 2009
Nash Omniscaping, llc January 2014 - Present
The Brickman Group June 2012 - January 2014
The Delaware Center for Horticulture October 2006 - September 2012
The Brickman Group June 2011 - June 2012
CLASSIC Lawns and Gardens February 2010 - June 2011
Wallace Associates July 2005 - December 2009
Wallace Associates Inc. May 2001 - July 2005
Robert E. Blue 1999 - 2001
styers 1993 - 1998
Skills
Sustainability, Landscape Design, New Business Development, Customer Service, Landscaping, Landscape Architecture, Landscape Maintenance, Garden Design, Urban Planning, Irrigation, Comprehensive Planning, Land Use Planning, Site Plans, Site Planning, Submittals, Parks
Education
Temple University 1997 — 2001
BSLA, Landscape Architecture
Sandler Training 2008 — 2009
Mary Margaret Taylor, CPA's Wallace Associates Experience January 1995 - January 2002
Job Business and Tax Advisor Pelletier, Chase & Associates
Industry Accounting
Experience
Pelletier, Chase & Associates September 2003 - Present
Wallace Associates January 1995 - January 2002
Deloitte & Touche January 1988 - January 1995
Skills
Corporate Tax, Tax, Financial Statements, Financial Accounting, Accounting, Tax Preparation, Small Business, GAAP, Financial Analysis, Financial Reporting
Education
Florida State University - College of Business
MAcc, Accounting, Tax
Florida State University - College of Business
Master's degree , Master's Degree
Pelletier, Chase & Associates September 2003 - Present
Wallace Associates January 1995 - January 2002
Deloitte & Touche January 1988 - January 1995
Skills
Corporate Tax, Tax, Financial Statements, Financial Accounting, Accounting, Tax Preparation, Small Business, GAAP, Financial Analysis, Financial Reporting
Education
Florida State University - College of Business
MAcc, Accounting, Tax
Florida State University - College of Business
Master's degree , Master's Degree
Ronna Wallace's Wallace Associates Experience 1994 - Present
Job President at Wallace Associates
Industry Public Policy
Experience
Wallace Associates 1994 - Present
Massachusetts Joint Committee on Health Care 1990 - 1994
Skills
Public Speaking, Public Policy, Nonprofits, Community Development, Policy, Strategic Planning, Policy Analysis, Government, Community Outreach, Research, Legislation, Coalitions, Team Building, Politics, Strategic Communications, Grant Writing, Political Campaigns, Program Development, Media Relations, Political Consulting, Public Relations, Legislative Relations, Grassroots Organizing, Social Media, Fundraising
Education
Boston University 1980 — 1983
Master's degree, Social Work, Community Organization, Public Health
Wallace Associates 1994 - Present
Massachusetts Joint Committee on Health Care 1990 - 1994
Skills
Public Speaking, Public Policy, Nonprofits, Community Development, Policy, Strategic Planning, Policy Analysis, Government, Community Outreach, Research, Legislation, Coalitions, Team Building, Politics, Strategic Communications, Grant Writing, Political Campaigns, Program Development, Media Relations, Political Consulting, Public Relations, Legislative Relations, Grassroots Organizing, Social Media, Fundraising
Education
Boston University 1980 — 1983
Master's degree, Social Work, Community Organization, Public Health
Chuck Adair's Wallace Associates Experience January 2003 - Present
Job President/C.E.O.
Industry Construction
Experience
Wallace Associates January 2003 - Present
Skills
Strategic Planning, Budgets, Construction, Contract Negotiation, Construction Management, Value Engineering, Contract Management, Project Management, Team Building, Pre-construction, Renovation, LEED, Operations Management, New Business Development, Job Estimating, Project Estimation, Business Development, Contractors
Education
University of Florida
BCN
Wallace Associates January 2003 - Present
Skills
Strategic Planning, Budgets, Construction, Contract Negotiation, Construction Management, Value Engineering, Contract Management, Project Management, Team Building, Pre-construction, Renovation, LEED, Operations Management, New Business Development, Job Estimating, Project Estimation, Business Development, Contractors
Education
University of Florida
BCN
James Bujan's Wallace Associates Experience August 2009 - September 2012
Job Owner at Legacy Hot Tubs and Pools
Industry Management Consulting
Experience
Legacy Hot Tubs and Pools October 2012 - Present
Wallace Associates August 2009 - September 2012
Leisure Bay Industries February 1992 - July 2009
Skills
Contract Negotiation, Retail, Inventory Control, Team Building, P&L Responsibility, Inventory Management, Loss Prevention, People Development, Strategic Planning, Growth Strategies, Profit Maximization, Process Improvement, Multi-channel Retail, ERP, Project Management, Global Business..., Business Operations, High Performance Teams, Turn Around Management, Income Statement, VPN, Sales, VoIP, POS, Merchandising, Store Management, System Administration, Firewalls, Profit, Operations Management, P&L Management, Management, Business Planning, Forecasting, Leadership, Purchasing, Sales Operations, Budgets, Sales Management, Logistics, Retail Sales, New Business Development, P&L
Education
University of South Florida 1991 — 1994
BS, Computer Engineering
St. Petersburg College 1989 — 1991
AS, Physics
Legacy Hot Tubs and Pools October 2012 - Present
Wallace Associates August 2009 - September 2012
Leisure Bay Industries February 1992 - July 2009
Skills
Contract Negotiation, Retail, Inventory Control, Team Building, P&L Responsibility, Inventory Management, Loss Prevention, People Development, Strategic Planning, Growth Strategies, Profit Maximization, Process Improvement, Multi-channel Retail, ERP, Project Management, Global Business..., Business Operations, High Performance Teams, Turn Around Management, Income Statement, VPN, Sales, VoIP, POS, Merchandising, Store Management, System Administration, Firewalls, Profit, Operations Management, P&L Management, Management, Business Planning, Forecasting, Leadership, Purchasing, Sales Operations, Budgets, Sales Management, Logistics, Retail Sales, New Business Development, P&L
Education
University of South Florida 1991 — 1994
BS, Computer Engineering
St. Petersburg College 1989 — 1991
AS, Physics
Brad Rosenow's Wallace Associates Experience August 1992 - August 1993
Job Relationship Manager MBA, 20 years' experience in Banking and Finance, looking for a new opportunity.
Industry Financial Services
Experience
Nevada First Bank/Bank of Nevada March 2002 - October 2009
Bank of America June 1995 - March 2002
Dain Bosworth Public Finance January 1994 - December 1994
Wallace Associates August 1992 - August 1993
Ruffco - Merrill Lynch - Shearson Lehman 1986 - 1992
Skills
Loans, Credit Analysis, Credit, Portfolio Management, Negotiation, Banking, Investments, Real Estate, Commercial Banking, Commercial Lending, Financial Analysis, Underwriting, Loan Structuring, Real Estate Finance, Due Diligence, Finance, Relationship Management, Small Business Lending, Asset Management, Financial Modeling, Commercial Real Estate, Management, Risk Management, Financial Services
Education
University of Utah - David Eccles School of Business 1992 — 1993
MBA, Finance
Brigham Young University 1979 — 1983
Bachelor's Degree, Finance
Nevada First Bank/Bank of Nevada March 2002 - October 2009
Bank of America June 1995 - March 2002
Dain Bosworth Public Finance January 1994 - December 1994
Wallace Associates August 1992 - August 1993
Ruffco - Merrill Lynch - Shearson Lehman 1986 - 1992
Skills
Loans, Credit Analysis, Credit, Portfolio Management, Negotiation, Banking, Investments, Real Estate, Commercial Banking, Commercial Lending, Financial Analysis, Underwriting, Loan Structuring, Real Estate Finance, Due Diligence, Finance, Relationship Management, Small Business Lending, Asset Management, Financial Modeling, Commercial Real Estate, Management, Risk Management, Financial Services
Education
University of Utah - David Eccles School of Business 1992 — 1993
MBA, Finance
Brigham Young University 1979 — 1983
Bachelor's Degree, Finance