Advisor Partners, LLC
Industry: Company
DescriptionFounded: 2001 Parent organization: Advisor Software, Inc.
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Advisor Partners, LLC Employees
Employee
Years
Job
Industry
Tim Dalton Tim Dalton's Advisor Partners, LLC Experience December 2010 - September 2011
Job Business Development Director at ComplianceWorks, Inc
Industry Financial Services
Experience
ComplianceWorks, Inc August 2014 - Present
Oyster Consulting, LLC July 2012 - May 2014
Advisor Partners, LLC December 2010 - September 2011
Merrill Lynch June 2010 - December 2010
Multi-Funds April 2008 - February 2009
M.S. Howells & Co. October 2003 - September 2007
Brokerage America September 2002 - October 2003
Credit Suisse March 2000 - April 2002
Montgomery Securities January 1991 - January 2000
Bank of California January 1990 - December 1990
Skills
Mutual Funds, Asset Management, Equities, Investments, Series 7, Institutional, Wealth Management, Securities, Financial Markets, Hedge Funds, Alternative Investments, New Business Development, Fixed Income, Trading, Sales Management, Series 63, Capital Markets, ETFs, Equity Research, Separately Managed..., Wholesaling, Bloomberg, Series 66, 401k, Financial Advisory, Microsoft Office, Managed Accounts, Stocks, Wealth, Pensions, Excel, Life Settlements, Managing Accounts, Asset Managment
Education
Loyola Marymount University 1979 — 1983
BA, Communication Arts
Schiller International University 1982 — 1982
International Business
Bellarmine College Preparatory 1975 — 1979
General
ComplianceWorks, Inc August 2014 - Present
Oyster Consulting, LLC July 2012 - May 2014
Advisor Partners, LLC December 2010 - September 2011
Merrill Lynch June 2010 - December 2010
Multi-Funds April 2008 - February 2009
M.S. Howells & Co. October 2003 - September 2007
Brokerage America September 2002 - October 2003
Credit Suisse March 2000 - April 2002
Montgomery Securities January 1991 - January 2000
Bank of California January 1990 - December 1990
Skills
Mutual Funds, Asset Management, Equities, Investments, Series 7, Institutional, Wealth Management, Securities, Financial Markets, Hedge Funds, Alternative Investments, New Business Development, Fixed Income, Trading, Sales Management, Series 63, Capital Markets, ETFs, Equity Research, Separately Managed..., Wholesaling, Bloomberg, Series 66, 401k, Financial Advisory, Microsoft Office, Managed Accounts, Stocks, Wealth, Pensions, Excel, Life Settlements, Managing Accounts, Asset Managment
Education
Loyola Marymount University 1979 — 1983
BA, Communication Arts
Schiller International University 1982 — 1982
International Business
Bellarmine College Preparatory 1975 — 1979
General
Jia (Jennifer) Xu Jia (Jennifer) Xu's Advisor Partners, LLC Experience August 2014 - Present
Job Financial Analyst
Industry Financial Services
Experience
Advisor Partners, LLC August 2014 - Present
Standard Chartered Bank June 2013 - August 2013
China Construction Bank June 2012 - August 2012
University of Illinois at Urbana – Champaign January 2012 - May 2012
PICCPropertyandCasualtyCompanyLimited July 2010 - August 2010
University of Illinois at Urbana-Champaign August 2009 - May 2010
Skills
R, Data Analysis, Bloomberg, Project Management, Microsoft Office, SAS, Microsoft Excel, Reuters, Strategic Thinking, Communication, Presentations, Time Series Analysis, Risk Management, SQL, Teamwork, Financial Modeling, Microsoft Word, Team Leadership, Credit Analysis, Relationship Management, Regression Analysis, Forecasting, PowerPoint, InDesign, Time Management, Data Mining, Market Research, Python
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree, Statistics
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's Degree, Economics, Actuarial Science, 3.87/4.00
Advisor Partners, LLC August 2014 - Present
Standard Chartered Bank June 2013 - August 2013
China Construction Bank June 2012 - August 2012
University of Illinois at Urbana – Champaign January 2012 - May 2012
PICCPropertyandCasualtyCompanyLimited July 2010 - August 2010
University of Illinois at Urbana-Champaign August 2009 - May 2010
Skills
R, Data Analysis, Bloomberg, Project Management, Microsoft Office, SAS, Microsoft Excel, Reuters, Strategic Thinking, Communication, Presentations, Time Series Analysis, Risk Management, SQL, Teamwork, Financial Modeling, Microsoft Word, Team Leadership, Credit Analysis, Relationship Management, Regression Analysis, Forecasting, PowerPoint, InDesign, Time Management, Data Mining, Market Research, Python
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree, Statistics
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's Degree, Economics, Actuarial Science, 3.87/4.00
Kris McCabe Kris McCabe's Advisor Partners, LLC Experience November 2012 - Present
Job National Director Sales and Marketing at Advisor Partners
Industry Financial Services
Experience
Advisor Partners, LLC November 2012 - Present
Wealthfront Inc. October 2010 - September 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2000 - 2008
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 2000
Joseph Stevens 1995 - 1996
Paine Webber 1993 - 1995
Sikorsky Aircraft 1992 - 1993
Skills
Risk Management, Management Consulting, Business Development, Strategic Planning, Financial Services, Management, Contract Negotiation, Team Building, Project Management, Analysis, Business Strategy, Relationship Management, Vendor Management, Business Analysis, Analytics, Series 7, Hedge Funds, Sales, Portfolio Management, Recruiting
Education
MBA - Boston University, School of Management 1997 — 2000
MBA, Entrepreneurial Studies
Southern Connecticut State University 1988 — 1992
BS, Accounting
Financial Licenses 7, 24, 63
Advisor Partners, LLC November 2012 - Present
Wealthfront Inc. October 2010 - September 2011
Fidelity Investments 2008 - 2010
Fidelity Investments 2000 - 2008
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 2000
Joseph Stevens 1995 - 1996
Paine Webber 1993 - 1995
Sikorsky Aircraft 1992 - 1993
Skills
Risk Management, Management Consulting, Business Development, Strategic Planning, Financial Services, Management, Contract Negotiation, Team Building, Project Management, Analysis, Business Strategy, Relationship Management, Vendor Management, Business Analysis, Analytics, Series 7, Hedge Funds, Sales, Portfolio Management, Recruiting
Education
MBA - Boston University, School of Management 1997 — 2000
MBA, Entrepreneurial Studies
Southern Connecticut State University 1988 — 1992
BS, Accounting
Financial Licenses 7, 24, 63
Gabrielle Blachman Gabrielle Blachman's Advisor Partners, LLC Experience January 2009 - March 2009
Job Astronomy Instructor
Industry Higher Education
Experience
Academy of Art University June 2010 - Present
Kingman's Lucky Lounge January 2001 - 2012
SANTA CRUZ COUNTY OUTDOOR SCIENCE SCHOOL January 2006 - July 2010
CAMP GALILEO June 2009 - August 2009
Advisor Partners, LLC January 2009 - March 2009
Camp Tawonga June 2007 - August 2007
CAMP TAWONGA January 1997 - January 2007
NEW YORK WOMEN'S FILM FESTIVAL January 1998 - May 1998
Skills
Research, Public Speaking, Teaching, Management, Program Development, Facebook, Curriculum Design, Leadership, Time Management, Systems Management, Creative Problem Solving, Customer Service
Education
University of California, Santa Cruz 2003 — 2008
BS, AstroPhysics
Academy of Art University June 2010 - Present
Kingman's Lucky Lounge January 2001 - 2012
SANTA CRUZ COUNTY OUTDOOR SCIENCE SCHOOL January 2006 - July 2010
CAMP GALILEO June 2009 - August 2009
Advisor Partners, LLC January 2009 - March 2009
Camp Tawonga June 2007 - August 2007
CAMP TAWONGA January 1997 - January 2007
NEW YORK WOMEN'S FILM FESTIVAL January 1998 - May 1998
Skills
Research, Public Speaking, Teaching, Management, Program Development, Facebook, Curriculum Design, Leadership, Time Management, Systems Management, Creative Problem Solving, Customer Service
Education
University of California, Santa Cruz 2003 — 2008
BS, AstroPhysics
Cameron Hunt, CFA's Advisor Partners, LLC Experience December 2009 - January 2011
Job Fixed Income Portfolio Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale January 2011 - Present
Helo Properties 2008 - 2015
Advisor Partners, LLC December 2009 - January 2011
Advisor Software November 2009 - December 2009
Willamette University January 2009 - May 2009
Portland Venture Group 2008 - 2009
Willamette University June 2008 - December 2008
Advisor Partners June 2008 - August 2008
Sonic Arts, LLC 2004 - 2006
Huntair, Inc. 1994 - 1994
Skills
Equity Valuation, Portfolio Management, Valuation, Fixed Income, Marketing Strategy, Derivatives, Investments, Financial Modeling, Asset Managment, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Finance, Competitive Analysis, Bloomberg, Alternative Investments, Management, Equities, Strategic Planning, Leadership
Education
Willamette University - Atkinson Graduate School of Management 2007 — 2009
MBA, Finance & Economics
University of Oregon 1997 — 2001
B.S., Music
OES 1980 — 1995
Boston University
City National Rochdale January 2011 - Present
Helo Properties 2008 - 2015
Advisor Partners, LLC December 2009 - January 2011
Advisor Software November 2009 - December 2009
Willamette University January 2009 - May 2009
Portland Venture Group 2008 - 2009
Willamette University June 2008 - December 2008
Advisor Partners June 2008 - August 2008
Sonic Arts, LLC 2004 - 2006
Huntair, Inc. 1994 - 1994
Skills
Equity Valuation, Portfolio Management, Valuation, Fixed Income, Marketing Strategy, Derivatives, Investments, Financial Modeling, Asset Managment, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Finance, Competitive Analysis, Bloomberg, Alternative Investments, Management, Equities, Strategic Planning, Leadership
Education
Willamette University - Atkinson Graduate School of Management 2007 — 2009
MBA, Finance & Economics
University of Oregon 1997 — 2001
B.S., Music
OES 1980 — 1995
Boston University
Leonardo Saerang Leonardo Saerang's Advisor Partners, LLC Experience March 2014 - Present
Job Investment Management Portfolio Administrator at Advisor Partners, LLC
Industry Financial Services
Experience
Advisor Partners, LLC March 2014 - Present
UC Berkeley - Student Learning Center August 2011 - August 2013
Skills
Applied Mathematics, Economics, Statistics, Decision Analysis, Tutoring, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Microsoft Excel, Matlab, Public Speaking, Interpersonal..., Persuasive Speaker, R, Econometrics, Analysis, C++, Mathematics, Research
Education
University of California, Berkeley 2011 — 2013
B.A, Applied Mathematics: Statistics and Actuarial Science, 3.000
Diablo Valley College 2009 — 2011
Certificate of Achievement; transfer to UCB, Communication Studies, 3.800
Advisor Partners, LLC March 2014 - Present
UC Berkeley - Student Learning Center August 2011 - August 2013
Skills
Applied Mathematics, Economics, Statistics, Decision Analysis, Tutoring, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Microsoft Excel, Matlab, Public Speaking, Interpersonal..., Persuasive Speaker, R, Econometrics, Analysis, C++, Mathematics, Research
Education
University of California, Berkeley 2011 — 2013
B.A, Applied Mathematics: Statistics and Actuarial Science, 3.000
Diablo Valley College 2009 — 2011
Certificate of Achievement; transfer to UCB, Communication Studies, 3.800
Jim Blachman, CFA Jim Blachman, CFA's Advisor Partners, LLC Experience 2002 - 2014
Job Product Manager, Advice and Investments
Industry Financial Services
Experience
Advisor Partners, LLC 2002 - 2014
American Century Investments 2000 - 2001
Bank of America 1997 - 2000
SEI 1988 - 1997
Skills
Product Development, Product Management, Strategy, Portfolio Management, Investments, Asset Allocation, Mutual Funds, CRM, Management, Wealth Management, Asset Managment, Risk Management, Equities, Manager Selection, Investment Portfolios, Product Marketing, Investment Strategies, Financial Advisory, Investment Management, ETFs, Asset Management, Strategy Development, New Business Development, Creative Problem Solving, Relationship Management, Team Development
Education
University of California, Berkeley
Bachelors and Master's degrees, Economics
Advisor Partners, LLC 2002 - 2014
American Century Investments 2000 - 2001
Bank of America 1997 - 2000
SEI 1988 - 1997
Skills
Product Development, Product Management, Strategy, Portfolio Management, Investments, Asset Allocation, Mutual Funds, CRM, Management, Wealth Management, Asset Managment, Risk Management, Equities, Manager Selection, Investment Portfolios, Product Marketing, Investment Strategies, Financial Advisory, Investment Management, ETFs, Asset Management, Strategy Development, New Business Development, Creative Problem Solving, Relationship Management, Team Development
Education
University of California, Berkeley
Bachelors and Master's degrees, Economics
Dennis Clark's Advisor Partners, LLC Experience June 2001 - January 2011
Job Managing Director at Shelton Capital Management
Industry Financial Services
Experience
Shelton Capital Management January 2011 - Present
Advisor Partners, LLC June 2001 - January 2011
Charles Schwab & Co. January 1989 - March 2000
Education
University of Oregon 1977 — 1982
B.S., Finance
Shelton Capital Management January 2011 - Present
Advisor Partners, LLC June 2001 - January 2011
Charles Schwab & Co. January 1989 - March 2000
Education
University of Oregon 1977 — 1982
B.S., Finance
Joseph Leitmann-Santa Cruz Joseph Leitmann-Santa Cruz's Advisor Partners, LLC Experience July 2005 - November 2009
Job Director of External Relations at Capital Area Asset Builders
Industry Financial Services
Experience
Dream Project, Inc. August 2014 - Present
Capital Area Asset Builders October 2013 - Present
Washington Area Community Investment Fund, Inc. (WACIF) August 2013 - Present
Latino Economic Development Corporation August 2012 - Present
Hispanic Committee of Virginia July 2011 - June 2012
The Community Foundation for Northern Virginia April 2011 - June 2012
McLean Asset Management Corporation October 2010 - May 2012
McLean Asset Management Corporation November 2009 - October 2010
Advisor Partners, LLC July 2005 - November 2009
Advisor Partners, LLC June 2001 - July 2005
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Investment Strategies, Strategy, Asset Allocation, Asset Managment, Nonprofits, Program Management, Estate Planning, ETFs, Equities, Relationship Management, Training, Asset Management, Start-ups, Indexing, Securities, Trading, Personal Financial..., Non-profits, Private Client Services, Separately Managed..., Asset Location, Key Account..., Investment Operations, Operations Management, Consultative Sales..., Tax-Managed Investing, Team Management, Project Management, Portfolio Rebalancing, WRAP Programs, Financial Capability, Financial Education, Social Media, Social Media Strategist, Social Media Outreach, Social Media Marketing, Social Media Integration
Education
UC Berkeley-Extension 2009 — 2009
Wealth Management Symposium
Colegio Salesiano Don Bosco
Georgetown University
Executive Certificate in Financial Planning
San Francisco State University
BA, International Relations
Dream Project, Inc. August 2014 - Present
Capital Area Asset Builders October 2013 - Present
Washington Area Community Investment Fund, Inc. (WACIF) August 2013 - Present
Latino Economic Development Corporation August 2012 - Present
Hispanic Committee of Virginia July 2011 - June 2012
The Community Foundation for Northern Virginia April 2011 - June 2012
McLean Asset Management Corporation October 2010 - May 2012
McLean Asset Management Corporation November 2009 - October 2010
Advisor Partners, LLC July 2005 - November 2009
Advisor Partners, LLC June 2001 - July 2005
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Investment Strategies, Strategy, Asset Allocation, Asset Managment, Nonprofits, Program Management, Estate Planning, ETFs, Equities, Relationship Management, Training, Asset Management, Start-ups, Indexing, Securities, Trading, Personal Financial..., Non-profits, Private Client Services, Separately Managed..., Asset Location, Key Account..., Investment Operations, Operations Management, Consultative Sales..., Tax-Managed Investing, Team Management, Project Management, Portfolio Rebalancing, WRAP Programs, Financial Capability, Financial Education, Social Media, Social Media Strategist, Social Media Outreach, Social Media Marketing, Social Media Integration
Education
UC Berkeley-Extension 2009 — 2009
Wealth Management Symposium
Colegio Salesiano Don Bosco
Georgetown University
Executive Certificate in Financial Planning
San Francisco State University
BA, International Relations
Stephen Serra's Advisor Partners, LLC Experience May 2011 - Present
Job Client Services & Business Operations Strategist
Industry Financial Services
Experience
Advisor Partners, LLC May 2011 - Present
The Walt Disney Company May 2004 - November 2008
Skills
Investments, Asset Management, Financial Analysis, Equities, Financial Modeling, Management, Mutual Funds, Client Services, Process Re-engineering, Data Analysis, Microsoft Excel, Management Consulting, Electronic Trading..., Account Reconciliation, Account Management, Cost Accounting, Process Optimization, Corporate Actions, Daily Operations, Risk Management, Operations Research, Accounting, Portfolio Management, Analysis, Trading, Asset Allocation, Financial Services, CRM, Portfolio Administration, CRM software, Trading Platforms, Finance, Microsoft Office, PowerPoint, Financial Reporting and..., Research, Leadership, Operations Management, Business Strategy, Business Development, Product Management, Strategic Planning, Python, Infrastructure..., Marketing, Customer Service, Alternative Investments
Education
Boston College 2004 — 2010
B.A., Accounting and Business/Management
Olympia High School 2003 — 2004
High School
Martin County High School 2000 — 2003
Advisor Partners, LLC May 2011 - Present
The Walt Disney Company May 2004 - November 2008
Skills
Investments, Asset Management, Financial Analysis, Equities, Financial Modeling, Management, Mutual Funds, Client Services, Process Re-engineering, Data Analysis, Microsoft Excel, Management Consulting, Electronic Trading..., Account Reconciliation, Account Management, Cost Accounting, Process Optimization, Corporate Actions, Daily Operations, Risk Management, Operations Research, Accounting, Portfolio Management, Analysis, Trading, Asset Allocation, Financial Services, CRM, Portfolio Administration, CRM software, Trading Platforms, Finance, Microsoft Office, PowerPoint, Financial Reporting and..., Research, Leadership, Operations Management, Business Strategy, Business Development, Product Management, Strategic Planning, Python, Infrastructure..., Marketing, Customer Service, Alternative Investments
Education
Boston College 2004 — 2010
B.A., Accounting and Business/Management
Olympia High School 2003 — 2004
High School
Martin County High School 2000 — 2003
Rene Trujillo's Advisor Partners, LLC Experience March 2007 - September 2012
Job Research Assistant Ballou Plum Wealth Advisors
Industry Financial Services
Experience
Ballou Plum Wealth Advisors September 2012 - Present
Advisor Partners, LLC March 2007 - September 2012
Advisor Partners, LLC 2008 - 2009
Schwab October 2003 - May 2007
Romac/KForce July 1997 - December 2001
Kana 2001 - 2001
kForce 1997 - 2000
Dean Witter Reynolds 1990 - 1992
Education
University of San Francisco 2003 — 2005
MBA, MBA
University of San Francisco 1988 — 1992
Ballou Plum Wealth Advisors September 2012 - Present
Advisor Partners, LLC March 2007 - September 2012
Advisor Partners, LLC 2008 - 2009
Schwab October 2003 - May 2007
Romac/KForce July 1997 - December 2001
Kana 2001 - 2001
kForce 1997 - 2000
Dean Witter Reynolds 1990 - 1992
Education
University of San Francisco 2003 — 2005
MBA, MBA
University of San Francisco 1988 — 1992
Donna Schiano's Advisor Partners, LLC Experience September 2010 - February 2012
Job Administrative Support Team at Macy's
Industry Retail
Experience
Dickey's Barbecue Pit San Ramon CA February 2012 - November 2014
Advisor Partners, LLC September 2010 - February 2012
Advisor Partners, LLC September 2010 - December 2010
Kaiser Permanente 2008 - 2008
Charles Schwab February 2005 - December 2007
Lend Lease Rosen Real Estate Securities January 2001 - February 2004
Bank of America January 1996 - December 2000
Lehman Brothers, Inc August 1987 - December 1994
Man International Futures, Inc. October 1984 - August 1987
Hunt Energy, Inc. August 1982 - August 1984
Skills
Cost Basis, Trading, Accounting, FX, Asset Management, Operations Management, Hedge Fund Product..., Compliance, Risk Management, Investments, Risk, Portfolio Management, Internal Audit, SOX, Risk Mitigation, Equities, SEC reporting, Internal Controls, Risk Assessment, Financial Management, Mutual Funds, Capital Markets, Derivatives, Process Improvement, Corporate Governance, Process Engineering, Mergers, Vendor Management, Financial Accounting, Change Management, FX Options, Financial Risk, Mergers & Acquisitions, Sarbanes-Oxley Act, BBQ, Financial Services, Management, Options, Start-ups
Education
Texas A&M University 1976 — 1981
BBA
Dickey's Barbecue Pit San Ramon CA February 2012 - November 2014
Advisor Partners, LLC September 2010 - February 2012
Advisor Partners, LLC September 2010 - December 2010
Kaiser Permanente 2008 - 2008
Charles Schwab February 2005 - December 2007
Lend Lease Rosen Real Estate Securities January 2001 - February 2004
Bank of America January 1996 - December 2000
Lehman Brothers, Inc August 1987 - December 1994
Man International Futures, Inc. October 1984 - August 1987
Hunt Energy, Inc. August 1982 - August 1984
Skills
Cost Basis, Trading, Accounting, FX, Asset Management, Operations Management, Hedge Fund Product..., Compliance, Risk Management, Investments, Risk, Portfolio Management, Internal Audit, SOX, Risk Mitigation, Equities, SEC reporting, Internal Controls, Risk Assessment, Financial Management, Mutual Funds, Capital Markets, Derivatives, Process Improvement, Corporate Governance, Process Engineering, Mergers, Vendor Management, Financial Accounting, Change Management, FX Options, Financial Risk, Mergers & Acquisitions, Sarbanes-Oxley Act, BBQ, Financial Services, Management, Options, Start-ups
Education
Texas A&M University 1976 — 1981
BBA
Michael S. O'Brien's Advisor Partners, LLC Experience 2009 - Present
Job Certified Public Accountant
Industry Accounting
Experience
Advisor Partners, LLC 2009 - Present
American National University and National College 2012 - Present
Skills
Tax, Retirement Planning, Accounting, Finance, Investments, CPA, Estate Planning, Mutual Funds, Financial Planners, Financial Services, Financial Statements, Financial Planning, Securities, 401k
Education
Xavier University 2009 — 2010
Executive Certificate in Financial Planning
University of Cincinnati
Bachelors of Science, Accounting
Advisor Partners, LLC 2009 - Present
American National University and National College 2012 - Present
Skills
Tax, Retirement Planning, Accounting, Finance, Investments, CPA, Estate Planning, Mutual Funds, Financial Planners, Financial Services, Financial Statements, Financial Planning, Securities, 401k
Education
Xavier University 2009 — 2010
Executive Certificate in Financial Planning
University of Cincinnati
Bachelors of Science, Accounting
Jason Xue's Advisor Partners, LLC Experience June 2011 - September 2011
Job Passionate Analytics Professional
Industry Research
Experience
Wells Fargo August 2014 - Present
FICO January 2013 - August 2014
Fremont Bank September 2012 - January 2013
Fremont Bank June 2012 - September 2012
ADVISOR PARTNERS, LLC June 2011 - September 2011
National Community Development Institute September 2007 - May 2008
Peralta Community College District October 2006 - May 2008
East Bay Asian Local Development Corporation February 2008 - April 2008
Skills
Data Analysis, Statistics, R, SAS, Analytics, Analysis, Quantitative Analytics, PowerPoint, Microsoft Excel, Predictive Analytics, Data Mining, Statistical Modeling, Microsoft Word, Predictive Modeling, Research, Financial Modeling, Multivariate Analysis, Financial Analysis, Econometrics, Data Integration, Investments, Economics, Microsoft Office, Corporate Finance, Fixed Income, SAS programming, Linear Regression, Strategy, SPSS, Regression Analysis, Credit Risk, Statistical Data..., Portfolio Management, Excel, Word, Modeling, Accounting, Problem Solving, Asset Management, Trading, Mathematics, Customer Service, Administration, Stata, Quantitative Analysis, Asset Allocation, Business Strategy, Python, SQL, Teradata SQL
Education
California State University-East Bay 2011 — 2013
Master of Science (M.S.), Statistics, 4.0/4.0
University of California, Berkeley 2008 — 2010
Bachelor of Arts, Statistics & Economics (Accounting), 3.91/4.00
Wells Fargo August 2014 - Present
FICO January 2013 - August 2014
Fremont Bank September 2012 - January 2013
Fremont Bank June 2012 - September 2012
ADVISOR PARTNERS, LLC June 2011 - September 2011
National Community Development Institute September 2007 - May 2008
Peralta Community College District October 2006 - May 2008
East Bay Asian Local Development Corporation February 2008 - April 2008
Skills
Data Analysis, Statistics, R, SAS, Analytics, Analysis, Quantitative Analytics, PowerPoint, Microsoft Excel, Predictive Analytics, Data Mining, Statistical Modeling, Microsoft Word, Predictive Modeling, Research, Financial Modeling, Multivariate Analysis, Financial Analysis, Econometrics, Data Integration, Investments, Economics, Microsoft Office, Corporate Finance, Fixed Income, SAS programming, Linear Regression, Strategy, SPSS, Regression Analysis, Credit Risk, Statistical Data..., Portfolio Management, Excel, Word, Modeling, Accounting, Problem Solving, Asset Management, Trading, Mathematics, Customer Service, Administration, Stata, Quantitative Analysis, Asset Allocation, Business Strategy, Python, SQL, Teradata SQL
Education
California State University-East Bay 2011 — 2013
Master of Science (M.S.), Statistics, 4.0/4.0
University of California, Berkeley 2008 — 2010
Bachelor of Arts, Statistics & Economics (Accounting), 3.91/4.00
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY