Alamo Capital
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Alamo Capital Employees
Employee
Years
Job
Industry
Josh Weaver Josh Weaver's Alamo Capital Experience May 2014 - January 2015
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2015 - Present
Alamo Capital May 2014 - January 2015
JMP Securities January 2002 - October 2013
Robertson Stephens, Inc. May 1999 - November 2001
Bocklet & Co., LLC, NYSE Specialist Firm July 1996 - April 1999
Skills
Series 7, Series 63, series 55, Series 24, Equity Trading, FINRA, Hedge Funds, Equities, Equity Research, Trading, Securities, Electronic Trading, Bloomberg, Alternative Investments, Fixed Income, Capital Markets, Investments
Education
UC Berkeley 1992 — 1996
BA, Economics
Northwestern Mutual April 2015 - Present
Alamo Capital May 2014 - January 2015
JMP Securities January 2002 - October 2013
Robertson Stephens, Inc. May 1999 - November 2001
Bocklet & Co., LLC, NYSE Specialist Firm July 1996 - April 1999
Skills
Series 7, Series 63, series 55, Series 24, Equity Trading, FINRA, Hedge Funds, Equities, Equity Research, Trading, Securities, Electronic Trading, Bloomberg, Alternative Investments, Fixed Income, Capital Markets, Investments
Education
UC Berkeley 1992 — 1996
BA, Economics
Gabe Velasquez Gabe Velasquez's Alamo Capital Experience April 2010 - Present
Job VP, Institutional Fixed Income at Alamo Capital
Industry Investment Management
Experience
Alamo Capital April 2010 - Present
Forex Capital Markets April 2009 - April 2010
Fisher Investments January 2007 - January 2009
Merrill Lynch September 2006 - December 2006
Skills
Fixed Income, Foreign Exchange, Institutions, Series 7, Investments, Equities, Bonds, Securities, Trading, Bloomberg, Wealth Management, Asset Managment, Portfolio Management, Alternative Investments, Series 63, Mutual Funds, Capital Markets, Asset Allocation, Investment Strategies, Options
Education
California State University-Chico 2003 — 2006
BS, Financial Services
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2005 — 2005
Minor, International Business
Pleasant Valley High
HS
Alamo Capital April 2010 - Present
Forex Capital Markets April 2009 - April 2010
Fisher Investments January 2007 - January 2009
Merrill Lynch September 2006 - December 2006
Skills
Fixed Income, Foreign Exchange, Institutions, Series 7, Investments, Equities, Bonds, Securities, Trading, Bloomberg, Wealth Management, Asset Managment, Portfolio Management, Alternative Investments, Series 63, Mutual Funds, Capital Markets, Asset Allocation, Investment Strategies, Options
Education
California State University-Chico 2003 — 2006
BS, Financial Services
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2005 — 2005
Minor, International Business
Pleasant Valley High
HS
Robby Skog Robby Skog's Alamo Capital Experience August 2013 - April 2014
Job General Manager, Blue Gingko @ Blackhawk
Industry Restaurants
Experience
Blue Gingko December 2014 - Present
Google May 2014 - Present
Jennifer Skog Photography January 2007 - Present
Alamo Capital August 2013 - April 2014
Maria Maria September 2009 - August 2013
Skills
Professional..., Marketing: Using design..., Graphic Design:..., Management: As GM, I..., Customer Service: 20..., Photoshop, InDesign, Photography, Marketing, Graphic Design, Art, Image Editing, Time Management, Lightroom, Film, Image Manipulation
Education
Academy of Art University 2002 — 2006
Bachelor of Arts (BA), Industrial and Product Design
Santa Barbara City College 2000 — 2001
Associate of Arts (AA), General Studies
California High School
Blue Gingko December 2014 - Present
Google May 2014 - Present
Jennifer Skog Photography January 2007 - Present
Alamo Capital August 2013 - April 2014
Maria Maria September 2009 - August 2013
Skills
Professional..., Marketing: Using design..., Graphic Design:..., Management: As GM, I..., Customer Service: 20..., Photoshop, InDesign, Photography, Marketing, Graphic Design, Art, Image Editing, Time Management, Lightroom, Film, Image Manipulation
Education
Academy of Art University 2002 — 2006
Bachelor of Arts (BA), Industrial and Product Design
Santa Barbara City College 2000 — 2001
Associate of Arts (AA), General Studies
California High School
Byron Cone Byron Cone's Alamo Capital Experience February 2014 - December 2014
Job General Manager at The Golf Club at Rio Vista
Industry Financial Services
Experience
The Golf Club at Rio Vista January 2015 - Present
Alamo Capital February 2014 - December 2014
Northland Securities July 2013 - January 2014
Ameriprise Financial Services, Inc. April 2011 - July 2013
Skills
Retirement, Insurance, Financial Analysis, Investments, Retirement Planning, Financial Advisory, Sales Management, Series 7, Finance, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Investment Advisory, Uniform Combined State..., Investment Strategies, Employee Benefits
Education
California State University-Chico 1985 — 1990
The Golf Club at Rio Vista January 2015 - Present
Alamo Capital February 2014 - December 2014
Northland Securities July 2013 - January 2014
Ameriprise Financial Services, Inc. April 2011 - July 2013
Skills
Retirement, Insurance, Financial Analysis, Investments, Retirement Planning, Financial Advisory, Sales Management, Series 7, Finance, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Investment Advisory, Uniform Combined State..., Investment Strategies, Employee Benefits
Education
California State University-Chico 1985 — 1990
Esmeralda Alvarez's Alamo Capital Experience September 2014 - December 2014
Job HR Administrative Assistant/Receptionist at Elemental LED
Industry Public Relations and Communications
Experience
Elemental LED April 2015 - Present
Alamo Capital September 2014 - December 2014
Citi June 2013 - August 2014
The Home Depot January 2012 - June 2013
Emeryville Tax Services March 2013 - April 2013
In-N-Out Burger July 2008 - April 2011
Skills
Social Networking, Customer Service, Microsoft Office, Microsoft Word, Mac, Sales, Customer Satisfaction, Money Transfers, Account Management, Purchase Orders, Order Taking, Social Media, Outlook, Microsoft Excel, PowerPoint, Foreign Currency..., PC, Spanish
Education
San Francisco State University 2011 — 2013
Bachelor of Arts (B.A.), Communications
Diablo Valley College 2008 — 2011
Hercules High School 2004 — 2008
Diploma
Elemental LED April 2015 - Present
Alamo Capital September 2014 - December 2014
Citi June 2013 - August 2014
The Home Depot January 2012 - June 2013
Emeryville Tax Services March 2013 - April 2013
In-N-Out Burger July 2008 - April 2011
Skills
Social Networking, Customer Service, Microsoft Office, Microsoft Word, Mac, Sales, Customer Satisfaction, Money Transfers, Account Management, Purchase Orders, Order Taking, Social Media, Outlook, Microsoft Excel, PowerPoint, Foreign Currency..., PC, Spanish
Education
San Francisco State University 2011 — 2013
Bachelor of Arts (B.A.), Communications
Diablo Valley College 2008 — 2011
Hercules High School 2004 — 2008
Diploma
Brandon Gester Brandon Gester's Alamo Capital Experience August 2012 - November 2014
Job Salesforce Administrator
Industry Financial Services
Experience
Alamo Capital August 2012 - November 2014
Skills
Series 7, Bloomberg, Fixed Income, Bonds, Trading, Equities, Alternative Investments, Mutual Funds, Capital Markets, Series 63, Securities, Salesforce.com, Microsoft Excel, Options, Microsoft Office, Investment Strategies
Education
California State University-Chico 2003 — 2008
Bachelor of Arts (B.A.), Economics
Alamo Capital August 2012 - November 2014
Skills
Series 7, Bloomberg, Fixed Income, Bonds, Trading, Equities, Alternative Investments, Mutual Funds, Capital Markets, Series 63, Securities, Salesforce.com, Microsoft Excel, Options, Microsoft Office, Investment Strategies
Education
California State University-Chico 2003 — 2008
Bachelor of Arts (B.A.), Economics
Elaine Kong Elaine Kong's Alamo Capital Experience January 2013 - Present
Job Marketing Assistant at Alamo Capital
Industry Marketing and Advertising
Experience
Alamo Capital January 2013 - Present
San Francisco Municipal Bond Club January 2013 - Present
Sweet Factory October 2007 - February 2008
Skills
Microsoft Office, Social Media, Salesforce.com, Adobe Creative Suite, Custom Content Creation, Teamwork, Microsoft Excel, Event Planning, Oral & Written..., Digital Marketing, Time Management, Market Research, Facebook, Microsoft Word, Recruiting, PowerPoint, Customer Service, Access, Group Work, Self Management, Outlook, Marketing, Independence, Advertising, Writing, 54 WPM, Data Entry
Education
California State University-Hayward 2009 — 2012
Bachelor of Science (BS), Marketing/Marketing Management, General
Chabot College
Alamo Capital January 2013 - Present
San Francisco Municipal Bond Club January 2013 - Present
Sweet Factory October 2007 - February 2008
Skills
Microsoft Office, Social Media, Salesforce.com, Adobe Creative Suite, Custom Content Creation, Teamwork, Microsoft Excel, Event Planning, Oral & Written..., Digital Marketing, Time Management, Market Research, Facebook, Microsoft Word, Recruiting, PowerPoint, Customer Service, Access, Group Work, Self Management, Outlook, Marketing, Independence, Advertising, Writing, 54 WPM, Data Entry
Education
California State University-Hayward 2009 — 2012
Bachelor of Science (BS), Marketing/Marketing Management, General
Chabot College
Brian Diemer Brian Diemer's Alamo Capital Experience October 2013 - October 2014
Job Financial Analyst
Industry Financial Services
Experience
Pacific Gas and Electric Company November 2014 - Present
Alamo Capital October 2013 - October 2014
First Base Foundation February 2013 - October 2013
Angels Baseball June 2010 - January 2013
Skills
Investments, Team Building, Nonprofits, Fixed Income, Retail, Teamwork, Financial Analysis, Microsoft Excel, Leadership, Market Research, Marketing, Budgets, Finance, Risk Management, Business Development, Social Media, Business Strategy, Time Management, Financial Modeling, Portfolio Management, Insurance, Data Analysis, CRM, Strategy
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts (BA), Political Economics
Pacific Gas and Electric Company November 2014 - Present
Alamo Capital October 2013 - October 2014
First Base Foundation February 2013 - October 2013
Angels Baseball June 2010 - January 2013
Skills
Investments, Team Building, Nonprofits, Fixed Income, Retail, Teamwork, Financial Analysis, Microsoft Excel, Leadership, Market Research, Marketing, Budgets, Finance, Risk Management, Business Development, Social Media, Business Strategy, Time Management, Financial Modeling, Portfolio Management, Insurance, Data Analysis, CRM, Strategy
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts (BA), Political Economics
Jeneen Paul Jeneen Paul's Alamo Capital Experience September 2009 - December 2010
Job CFP® at C.U. Financial Partners, LLC. Registered Representive at Cetera Advisors, LLC.
Industry Financial Services
Experience
C.U. Financial Partners, LLC December 2010 - Present
Cetera Advisors LLC November 2013 - Present
Foothill Securities, Inc. December 2010 - November 2013
Alamo Capital September 2009 - December 2010
Lincoln Financial Advisors January 2006 - September 2009
Skills
Investments, Securities, Finance, Retirement Planning, Mutual Funds, Series 7, Investment Strategies, IRAs, Alternative Investments, Asset Management, Portfolio Management, Wealth Accumulation, Series 63, Strategic Financial..., Wealth Management
Education
UCSC 2012 — 2013
Certified Financial Planning
California State University-Hayward - School of Business and Economics 2001 — 2006
B.S., Finance
C.U. Financial Partners, LLC December 2010 - Present
Cetera Advisors LLC November 2013 - Present
Foothill Securities, Inc. December 2010 - November 2013
Alamo Capital September 2009 - December 2010
Lincoln Financial Advisors January 2006 - September 2009
Skills
Investments, Securities, Finance, Retirement Planning, Mutual Funds, Series 7, Investment Strategies, IRAs, Alternative Investments, Asset Management, Portfolio Management, Wealth Accumulation, Series 63, Strategic Financial..., Wealth Management
Education
UCSC 2012 — 2013
Certified Financial Planning
California State University-Hayward - School of Business and Economics 2001 — 2006
B.S., Finance
Jerry Liang Jerry Liang's Alamo Capital Experience February 2013 - Present
Job Vice President Public Finance at Alamo Capital
Industry Investment Banking
Experience
Alamo Capital February 2013 - Present
Skills
Salesforce.com, Fixed Income, Bloomberg, Bonds, Financial Structuring, Capital Markets, Investments, Series 7, Alternative Investments, Series 63, Financial Analysis, Securities, Financial Modeling
Education
San Francisco State University
Alamo Capital February 2013 - Present
Skills
Salesforce.com, Fixed Income, Bloomberg, Bonds, Financial Structuring, Capital Markets, Investments, Series 7, Alternative Investments, Series 63, Financial Analysis, Securities, Financial Modeling
Education
San Francisco State University
Dennis Hipps Dennis Hipps's Alamo Capital Experience July 1994 - August 1998
Job VicePresident Fixed Income Sales and Trading
Industry Capital Markets
Experience
McClurg Capital Corporation July 2008 - Present
California Capital/Ibis/Crocker Securities August 1998 - July 2008
Alamo Capital July 1994 - August 1998
Wulff, Hansen & Co. March 1984 - July 1994
Sutro and Co. December 1980 - March 1984
Charles Schwab & January 1980 - December 1980
Loeb, Rhoads & Co. June 1976 - August 1976
Skills
Fixed Income, Investments, Portfolio Management, Equities, Securities, Series 7, Bonds, Series 63, Strategy, Financial Services, Customer Retention, Management, Client Acquisition, Client Relationship..., Client Retention
Education
Mt. Hood Community College 1977 — 1979
Washington High School-Portland, Oregon 1973 — 1976
McClurg Capital Corporation July 2008 - Present
California Capital/Ibis/Crocker Securities August 1998 - July 2008
Alamo Capital July 1994 - August 1998
Wulff, Hansen & Co. March 1984 - July 1994
Sutro and Co. December 1980 - March 1984
Charles Schwab & January 1980 - December 1980
Loeb, Rhoads & Co. June 1976 - August 1976
Skills
Fixed Income, Investments, Portfolio Management, Equities, Securities, Series 7, Bonds, Series 63, Strategy, Financial Services, Customer Retention, Management, Client Acquisition, Client Relationship..., Client Retention
Education
Mt. Hood Community College 1977 — 1979
Washington High School-Portland, Oregon 1973 — 1976
Sandra Carone's Alamo Capital Experience May 2008 - September 2012
Job Financial Recruiting & Marketing Specialist
Industry Marketing and Advertising
Experience
Carone Consulting Inc. September 2012 - Present
Alamo Capital May 2008 - September 2012
K2 Partnering Solutions August 2006 - May 2008
The Pepsi Bottling Group July 2005 - August 2006
Butte Creek Brewery July 2004 - May 2005
Skills
Series 7, Series 24, Series 63, Fixed Income, Bonds, Trading, Investments, Mutual Funds, Capital Markets, Bloomberg, Relationship Management, Sales, Recruiting, Securities, Equities, Options, Insurance, Salesforce.com
Education
Tecnológico de Monterrey 2005 — 2005
Seminar Course, Strategic Business Decision
California State University-Chico 2000 — 2005
BS, Business and Marketing
Carone Consulting Inc. September 2012 - Present
Alamo Capital May 2008 - September 2012
K2 Partnering Solutions August 2006 - May 2008
The Pepsi Bottling Group July 2005 - August 2006
Butte Creek Brewery July 2004 - May 2005
Skills
Series 7, Series 24, Series 63, Fixed Income, Bonds, Trading, Investments, Mutual Funds, Capital Markets, Bloomberg, Relationship Management, Sales, Recruiting, Securities, Equities, Options, Insurance, Salesforce.com
Education
Tecnológico de Monterrey 2005 — 2005
Seminar Course, Strategic Business Decision
California State University-Chico 2000 — 2005
BS, Business and Marketing
Jason M. Heaney Jason M. Heaney's Alamo Capital Experience January 2014 - Present
Job
Industry Real Estate
Experience
Alamo Capital January 2014 - Present
RPM Mortgage September 2005 - January 2014
Bank of America November 2004 - September 2005
Bank of America October 2003 - November 2004
Bank of America June 2003 - October 2003
Skills
Office 365, Microsoft Office, Troubleshooting, Customer Service, System Administration, Active Directory, TCP/IP, Technical Support, Microsoft Certified..., VPN, Hardware, Computer Hardware..., Help Desk Support, CCNA, CRM, Management, Windows XP, Windows 7, Windows 8, Computer Hardware..., Citrix XenApp, Disaster Recovery, LifeSize Video..., Zoom, Datto
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Criminal Justice and Corrections
Silicon Valley College 2000 — 2001
Information Technology
Concord High 1988 — 1992
Diploma
St. Agnes 1980 — 1988
Alamo Capital January 2014 - Present
RPM Mortgage September 2005 - January 2014
Bank of America November 2004 - September 2005
Bank of America October 2003 - November 2004
Bank of America June 2003 - October 2003
Skills
Office 365, Microsoft Office, Troubleshooting, Customer Service, System Administration, Active Directory, TCP/IP, Technical Support, Microsoft Certified..., VPN, Hardware, Computer Hardware..., Help Desk Support, CCNA, CRM, Management, Windows XP, Windows 7, Windows 8, Computer Hardware..., Citrix XenApp, Disaster Recovery, LifeSize Video..., Zoom, Datto
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Criminal Justice and Corrections
Silicon Valley College 2000 — 2001
Information Technology
Concord High 1988 — 1992
Diploma
St. Agnes 1980 — 1988
Melissa Gester Melissa Gester's Alamo Capital Experience February 2013 - June 2013
Job Realtor at Realty ONE Group BMC Associates
Industry Real Estate
Experience
Realty ONE Group BMC Associates October 2014 - Present
Crunch Fitness January 2014 - July 2014
Alamo Capital February 2013 - June 2013
Alamo Capital February 2012 - February 2013
Minted November 2011 - January 2012
Foster A Dream June 2011 - December 2011
Skills
Microsoft Office, Social Media, Bloomberg Terminal, Bloomberg, Customer Service, Microsoft Excel, Financial Services, Salesforce.com, Investments, PowerPoint, Customer Relations, Project Implementation, Project Coordination, Project Planning, Project Management, Event Planning, Event Management, Event Execution, Front Office, Back Office, Outlook, Inventory Management, Bonds, CRM, Trading
Education
University of California, Davis 2008 — 2010
BA, Psychology
Diablo Valley College 2006 — 2008
Cuesta College 2005 — 2006
Realty ONE Group BMC Associates October 2014 - Present
Crunch Fitness January 2014 - July 2014
Alamo Capital February 2013 - June 2013
Alamo Capital February 2012 - February 2013
Minted November 2011 - January 2012
Foster A Dream June 2011 - December 2011
Skills
Microsoft Office, Social Media, Bloomberg Terminal, Bloomberg, Customer Service, Microsoft Excel, Financial Services, Salesforce.com, Investments, PowerPoint, Customer Relations, Project Implementation, Project Coordination, Project Planning, Project Management, Event Planning, Event Management, Event Execution, Front Office, Back Office, Outlook, Inventory Management, Bonds, CRM, Trading
Education
University of California, Davis 2008 — 2010
BA, Psychology
Diablo Valley College 2006 — 2008
Cuesta College 2005 — 2006
Brandon Sinclair's Alamo Capital Experience 1995 - 1996
Job Reliable, accurate, organized, and driven professional who thrives in fast paced, highly stressful environments!
Industry Banking
Experience
First Republic Bank through Talent Space Inc. October 2014 - May 2015
Charles Schwab through Volt Workforce Solutions October 2013 - October 2014
PMI Mortgage Insurance Co. November 2008 - January 2013
PMI Mortgage Insurance Co. November 2005 - November 2008
California State Automobile Association 2003 - 2005
Charles Schwab 1999 - 2002
PeopleSoft 1998 - 1999
Montgomery Securities 1996 - 1998
Alamo Capital 1995 - 1996
Skills
Fraud, Mortgage, Insurance, Claims, Compliance, Risk Management, Asset, Banking, Servicing, Investigation, Financial Analysis, Claim, Loan Servicing, Mortgage Lending, Loans, Financial Risk, REO, Loss Mitigation
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1992
BS, Business Administration
University of California, Berkeley
Bachelor of Science (BS), Business Administration and Management, General
First Republic Bank through Talent Space Inc. October 2014 - May 2015
Charles Schwab through Volt Workforce Solutions October 2013 - October 2014
PMI Mortgage Insurance Co. November 2008 - January 2013
PMI Mortgage Insurance Co. November 2005 - November 2008
California State Automobile Association 2003 - 2005
Charles Schwab 1999 - 2002
PeopleSoft 1998 - 1999
Montgomery Securities 1996 - 1998
Alamo Capital 1995 - 1996
Skills
Fraud, Mortgage, Insurance, Claims, Compliance, Risk Management, Asset, Banking, Servicing, Investigation, Financial Analysis, Claim, Loan Servicing, Mortgage Lending, Loans, Financial Risk, REO, Loss Mitigation
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1992
BS, Business Administration
University of California, Berkeley
Bachelor of Science (BS), Business Administration and Management, General
Rene Allen Rene Allen's Alamo Capital Experience August 2010 - Present
Job Associate Vice President, Operations Professional at Alamo Capital
Industry Financial Services
Experience
Alamo Capital August 2010 - Present
Morgan Stanley November 1992 - August 2009
Skills
Notary Public
Education
Diablo Valley College 1985 — 1988
AA
Holy Names High School 1981 — 1985
Alamo Capital August 2010 - Present
Morgan Stanley November 1992 - August 2009
Skills
Notary Public
Education
Diablo Valley College 1985 — 1988
AA
Holy Names High School 1981 — 1985
Ryan Kent Ryan Kent's Alamo Capital Experience June 2006 - Present
Job Assistant Vice President Corporate Trading
Industry Financial Services
Experience
Alamo Capital June 2006 - Present
Skills
Series 7, Bloomberg, Fixed Income, Trading, Bonds, FINRA, Trading Systems, Securities, Capital Markets, Trading Operations, Salesforce.com, Investments, Trading System, Microsoft Excel, Corps, Muni, Options, Mutual Funds, Wealth Management, Financial Markets
Education
California State University-Hayward 2012 — 2015
Bachelor's Degree (In Progress), Business Administration (Major), Computer Science (Minor)
Diablo Valley College 2006 — 2012
Alamo Capital June 2006 - Present
Skills
Series 7, Bloomberg, Fixed Income, Trading, Bonds, FINRA, Trading Systems, Securities, Capital Markets, Trading Operations, Salesforce.com, Investments, Trading System, Microsoft Excel, Corps, Muni, Options, Mutual Funds, Wealth Management, Financial Markets
Education
California State University-Hayward 2012 — 2015
Bachelor's Degree (In Progress), Business Administration (Major), Computer Science (Minor)
Diablo Valley College 2006 — 2012
Molly Wallace Molly Wallace's Alamo Capital Experience September 2013 - March 2015
Job Associate at Robertson Stephens Advisors LLC
Industry Financial Services
Experience
Robertson Stephens Advisors & Robertson Stephens Partners June 2015 - Present
Alamo Capital September 2013 - March 2015
Pacific Paper Tube Inc. June 2008 - July 2012
Nordstrom May 2011 - August 2011
Skills
Series 7, Customer Service, Microsoft Word, Microsoft Excel, Time Management, Sales, Social Networking, CRM, PowerPoint, Social Media, Facebook, Microsoft Office, Leadership, Teamwork, Event Planning, Public Speaking, International Relations, Teaching English as a..., International Project..., Filing
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Lake Oswego Senior High School 2005 — 2009
Robertson Stephens Advisors & Robertson Stephens Partners June 2015 - Present
Alamo Capital September 2013 - March 2015
Pacific Paper Tube Inc. June 2008 - July 2012
Nordstrom May 2011 - August 2011
Skills
Series 7, Customer Service, Microsoft Word, Microsoft Excel, Time Management, Sales, Social Networking, CRM, PowerPoint, Social Media, Facebook, Microsoft Office, Leadership, Teamwork, Event Planning, Public Speaking, International Relations, Teaching English as a..., International Project..., Filing
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Lake Oswego Senior High School 2005 — 2009
Tyler Peters Tyler Peters's Alamo Capital Experience June 2010 - August 2011
Job Business Owner at Luxury Jet Ski Rentals (LLC)
Industry Marketing and Advertising
Experience
Luxury Jet Ski Rentals (LLC) January 2015 - Present
State Farm February 2014 - Present
Advantage Sales & Marketing July 2012 - February 2014
Amway July 2011 - January 2014
Six Flags September 2011 - November 2012
Krispy Kreme March 2012 - June 2012
Walnut Creek On Ice November 2011 - February 2012
Alamo Capital June 2010 - August 2011
Alamo Capital June 2010 - August 2011
Skills
Sales, Marketing, Product Marketing, IT Operations, Computer Repair, Management, Employee Training, Advertising, Recruiting, Networking, Pricing, Virtualization, CRM, Security, VoIP, Cross-functional Team..., IP, Consumer Electronics, Customer Service, Website Development, Online Advertising, Public Speaking, Improvisational Comedy, Philosophy, Criminal Law, Road Traffic Law, Life Insurance, Health Insurance, Property & Casualty...
Education
San Diego Mesa College 2013 — 2016
Bachelor's degree, Computer Engineering
ITT Technical Institute-San Diego 2013 — 2015
Associate's degree, Forensic Science and Technology
Britt worldwide 2011 — 2013
Business Ownership Schooling
Concord High School 2008 — 2012
Diploma
Luxury Jet Ski Rentals (LLC) January 2015 - Present
State Farm February 2014 - Present
Advantage Sales & Marketing July 2012 - February 2014
Amway July 2011 - January 2014
Six Flags September 2011 - November 2012
Krispy Kreme March 2012 - June 2012
Walnut Creek On Ice November 2011 - February 2012
Alamo Capital June 2010 - August 2011
Alamo Capital June 2010 - August 2011
Skills
Sales, Marketing, Product Marketing, IT Operations, Computer Repair, Management, Employee Training, Advertising, Recruiting, Networking, Pricing, Virtualization, CRM, Security, VoIP, Cross-functional Team..., IP, Consumer Electronics, Customer Service, Website Development, Online Advertising, Public Speaking, Improvisational Comedy, Philosophy, Criminal Law, Road Traffic Law, Life Insurance, Health Insurance, Property & Casualty...
Education
San Diego Mesa College 2013 — 2016
Bachelor's degree, Computer Engineering
ITT Technical Institute-San Diego 2013 — 2015
Associate's degree, Forensic Science and Technology
Britt worldwide 2011 — 2013
Business Ownership Schooling
Concord High School 2008 — 2012
Diploma
Alexander S. Izmailov's Alamo Capital Experience September 2012 - February 2013
Job Financial Planner at Insight Wealth Strategies (Lincoln Financial Advisors)
Industry Financial Services
Experience
Insight Wealth Strategies (Lincoln Financial Advisors) June 2015 - Present
Insight Wealth Strategies (Lincoln Financial Advisors) November 2013 - Present
Insight Wealth Strategies (Lincoln Financial Advisors) February 2013 - November 2013
Alamo Capital September 2012 - February 2013
White Pacific Securities, Inc. August 2009 - March 2012
First Investors Corporation October 2006 - May 2009
Ability Training, Inc. 2005 - 2006
Cotton Communications 2003 - 2004
Travel Russia 2001 - 2002
Skills
Series 7, Series 66, Series 6, Series 63, HTML, Prospecting Skills, Retirement Planning, Life Insurance, Health Insurance, Life & Health Insurance..., Risk Management, Mentoring New Hires, Dreamweaver, Web Analytics, Photoshop, SEO, Social Media Marketing, Google Apps, Online Advertising, SQL, Streamlining, Communication Skills, Close Attention to..., Problem Solving, Paperwork, Contact Management, Educational Workshops, CMS, CSS Javascript, Analytical Skills, Adobe Fireworks, Flash, Bug Tracking, Debugging, W3C Validation, Mobile Design, Cross-browser..., User-centered Design, Remote Desktop, WebEx, GoToMyPC, Video Editing, Video Production, Wireframes, Content Migration, Multi-language, Social Networking Sites, PHP4/5, Microsoft Office, Wireless Networking
Education
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts (B.A.), Business Management Economics and minor in Accounting
Insight Wealth Strategies (Lincoln Financial Advisors) June 2015 - Present
Insight Wealth Strategies (Lincoln Financial Advisors) November 2013 - Present
Insight Wealth Strategies (Lincoln Financial Advisors) February 2013 - November 2013
Alamo Capital September 2012 - February 2013
White Pacific Securities, Inc. August 2009 - March 2012
First Investors Corporation October 2006 - May 2009
Ability Training, Inc. 2005 - 2006
Cotton Communications 2003 - 2004
Travel Russia 2001 - 2002
Skills
Series 7, Series 66, Series 6, Series 63, HTML, Prospecting Skills, Retirement Planning, Life Insurance, Health Insurance, Life & Health Insurance..., Risk Management, Mentoring New Hires, Dreamweaver, Web Analytics, Photoshop, SEO, Social Media Marketing, Google Apps, Online Advertising, SQL, Streamlining, Communication Skills, Close Attention to..., Problem Solving, Paperwork, Contact Management, Educational Workshops, CMS, CSS Javascript, Analytical Skills, Adobe Fireworks, Flash, Bug Tracking, Debugging, W3C Validation, Mobile Design, Cross-browser..., User-centered Design, Remote Desktop, WebEx, GoToMyPC, Video Editing, Video Production, Wireframes, Content Migration, Multi-language, Social Networking Sites, PHP4/5, Microsoft Office, Wireless Networking
Education
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts (B.A.), Business Management Economics and minor in Accounting
Emily Winslow's Alamo Capital Experience June 2012 - July 2013
Job Online Marketing Manager at Pantheon
Industry Marketing and Advertising
Experience
Pantheon Platform April 2015 - Present
Palmer Ad Agency July 2013 - April 2015
Alamo Capital June 2012 - July 2013
Computer Market Research February 2012 - June 2012
Terry Hines & Associates September 2011 - February 2012
Camp Adventure Youth Services 2009 - 2011
La Gran Terazza, Texas Road House January 2008 - April 2010
USDtv 2008 - 2010
The Vista 2007 - 2010
Skills
Social Media, Photography, Marketing Communications, Series 7, Online Marketing, Microsoft Office, Lightroom, Childcare, Facebook, Adobe Creative Suite, Salesforce.com, Google Adwords, Publicity, Illustrator, SEO, AED, First Aid, Canon DSLR, WordPress, Lead Generation, Marketing, Event Management, Editing, Advertising, Series 66, HubSpot, Retargeting, Inbound Marketing, Inbound Lead Generation, Market Research, Digital Marketing, Blogging
Education
University of San Diego 2008 — 2012
Bachelor of Arts (B.A.), Communications, Political Science, Visual Arts (Photography)
University of Northern Iowa 2009 — 2011
Leadership
ITESO Universidad Jesuita de Guadalajara 2010 — 2010
Spanish
University of Virginia 2010 — 2010
Global Studies, Intercultural Communications
Eldorado High School 2004 — 2008
Pantheon Platform April 2015 - Present
Palmer Ad Agency July 2013 - April 2015
Alamo Capital June 2012 - July 2013
Computer Market Research February 2012 - June 2012
Terry Hines & Associates September 2011 - February 2012
Camp Adventure Youth Services 2009 - 2011
La Gran Terazza, Texas Road House January 2008 - April 2010
USDtv 2008 - 2010
The Vista 2007 - 2010
Skills
Social Media, Photography, Marketing Communications, Series 7, Online Marketing, Microsoft Office, Lightroom, Childcare, Facebook, Adobe Creative Suite, Salesforce.com, Google Adwords, Publicity, Illustrator, SEO, AED, First Aid, Canon DSLR, WordPress, Lead Generation, Marketing, Event Management, Editing, Advertising, Series 66, HubSpot, Retargeting, Inbound Marketing, Inbound Lead Generation, Market Research, Digital Marketing, Blogging
Education
University of San Diego 2008 — 2012
Bachelor of Arts (B.A.), Communications, Political Science, Visual Arts (Photography)
University of Northern Iowa 2009 — 2011
Leadership
ITESO Universidad Jesuita de Guadalajara 2010 — 2010
Spanish
University of Virginia 2010 — 2010
Global Studies, Intercultural Communications
Eldorado High School 2004 — 2008
Sandra Sequeira's Alamo Capital Experience September 2014 - Present
Job
Industry Investment Banking
Experience
Alamo Capital September 2014 - Present
Wiley Manuel Courthouse June 2013 - August 2013
Family Violence Law Center November 2012 - July 2013
Centro Legal de la Raza January 2012 - April 2012
BE. Productions October 2007 - February 2009
Freelance October 2003 - January 2009
Hidalgo Properties 2005 - 2007
Mervyns April 2004 - June 2005
Mervyns April 2003 - March 2004
Education
UC Berkeley 2011 — 2014
Bachelor of Arts (BA), Sociology and Social Welfare Double Major
FIDM/Fashion Institute of Design & Merchandising-San Francisco 2001 — 2003
Fashion Design, Fashion/Apparel Design
Alamo Capital September 2014 - Present
Wiley Manuel Courthouse June 2013 - August 2013
Family Violence Law Center November 2012 - July 2013
Centro Legal de la Raza January 2012 - April 2012
BE. Productions October 2007 - February 2009
Freelance October 2003 - January 2009
Hidalgo Properties 2005 - 2007
Mervyns April 2004 - June 2005
Mervyns April 2003 - March 2004
Education
UC Berkeley 2011 — 2014
Bachelor of Arts (BA), Sociology and Social Welfare Double Major
FIDM/Fashion Institute of Design & Merchandising-San Francisco 2001 — 2003
Fashion Design, Fashion/Apparel Design
Erica Choe Erica Choe's Alamo Capital Experience January 2012 - March 2013
Job Mozilla
Industry Internet
Experience
Mozilla July 2014 - Present
VisualizeROI February 2014 - March 2015
Cal Pro March 2013 - April 2014
Alamo Capital January 2012 - March 2013
Aaero Sweet Corporation June 2005 - December 2008
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Accounting, General Ledger, Accounts Receivable, Financial Analysis, Insurance, Series 7, Accruals, SQL, Purchase Orders, Corporate FP&A, Finance, Financial Statements, Variance Analysis, Microsoft Excel, Microsoft Word, Portfolio Management, Customer Service, Investments, Microsoft Office, Outlook
Education
California State Polytechnic University-Pomona
Bachelor's Degree, Finance, Real Estate, Business Law
Mozilla July 2014 - Present
VisualizeROI February 2014 - March 2015
Cal Pro March 2013 - April 2014
Alamo Capital January 2012 - March 2013
Aaero Sweet Corporation June 2005 - December 2008
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Accounting, General Ledger, Accounts Receivable, Financial Analysis, Insurance, Series 7, Accruals, SQL, Purchase Orders, Corporate FP&A, Finance, Financial Statements, Variance Analysis, Microsoft Excel, Microsoft Word, Portfolio Management, Customer Service, Investments, Microsoft Office, Outlook
Education
California State Polytechnic University-Pomona
Bachelor's Degree, Finance, Real Estate, Business Law
Aleck Franceschini Aleck Franceschini's Alamo Capital Experience August 2013 - January 2015
Job Recruiter at Zendesk
Industry Staffing and Recruiting
Experience
Zendesk February 2015 - Present
Alamo Capital August 2013 - January 2015
Bayside Solutions March 2011 - August 2013
Best Buy October 2007 - March 2011
Safeway June 2001 - August 2006
Skills
Networking, Talent Acquisition, Recruiting, Technical Recruiting, Project Management, Staffing Services, Sourcing, Management, Temporary Placement, Applicant Tracking..., Screening, Vendor Management, Hiring, Leadership, Permanent Placement, Contract Recruitment, Executive Search, Internet Recruiting, Full-cycle Recruiting, Benefits Negotiation, Interviews, Information Technology, College Recruiting, Time Management, Talent Management, Recruitment/Retention, Windows 7, OS X, Screening Resumes, Human Resources, Financial Advisory, Wealth Management..., Financial Services, Investment Advisory..., Career Counseling, Resume Writing, SDLC, Security
Education
California State University-Chico 2005 — 2010
B.S. Business Administration, Marketing
Elsie Allen High School 2001 — 2005
Diploma, High School Diploma
Zendesk February 2015 - Present
Alamo Capital August 2013 - January 2015
Bayside Solutions March 2011 - August 2013
Best Buy October 2007 - March 2011
Safeway June 2001 - August 2006
Skills
Networking, Talent Acquisition, Recruiting, Technical Recruiting, Project Management, Staffing Services, Sourcing, Management, Temporary Placement, Applicant Tracking..., Screening, Vendor Management, Hiring, Leadership, Permanent Placement, Contract Recruitment, Executive Search, Internet Recruiting, Full-cycle Recruiting, Benefits Negotiation, Interviews, Information Technology, College Recruiting, Time Management, Talent Management, Recruitment/Retention, Windows 7, OS X, Screening Resumes, Human Resources, Financial Advisory, Wealth Management..., Financial Services, Investment Advisory..., Career Counseling, Resume Writing, SDLC, Security
Education
California State University-Chico 2005 — 2010
B.S. Business Administration, Marketing
Elsie Allen High School 2001 — 2005
Diploma, High School Diploma
Bill Mullally Bill Mullally's Alamo Capital Experience
Job Alamo Capital President
Industry Financial Services
Experience
Alamo Capital
Skills
Series 7, Hedge Funds, Equities, Trading, Fixed Income, Investments, Asset Management, Portfolio Management, Mutual Funds, Insurance, Risk Management, Securities, Bloomberg, Financial Analysis, Capital Markets, Financial Modeling, Customer Relations, Sales Management, Options, Financial Markets, Mergers, Private Equity, Research, Strategic Planning, Business Strategy, Bonds, Excel, Alternative Investments, Financial Planning, Start-ups, Compliance, Valuation, Product Development, Investment Strategies, Corporate Finance, Business Planning, Real Estate, Negotiation, New Business Development, Public Speaking, Trading Systems, Problem Solving, Budgeting, Account Management, Management Consulting, Event Planning, Microsoft Office
Education
California State University-Long Beach - College of Business Administration 1969 — 1972
BA, Finance
Alamo Capital
Skills
Series 7, Hedge Funds, Equities, Trading, Fixed Income, Investments, Asset Management, Portfolio Management, Mutual Funds, Insurance, Risk Management, Securities, Bloomberg, Financial Analysis, Capital Markets, Financial Modeling, Customer Relations, Sales Management, Options, Financial Markets, Mergers, Private Equity, Research, Strategic Planning, Business Strategy, Bonds, Excel, Alternative Investments, Financial Planning, Start-ups, Compliance, Valuation, Product Development, Investment Strategies, Corporate Finance, Business Planning, Real Estate, Negotiation, New Business Development, Public Speaking, Trading Systems, Problem Solving, Budgeting, Account Management, Management Consulting, Event Planning, Microsoft Office
Education
California State University-Long Beach - College of Business Administration 1969 — 1972
BA, Finance
David Bautista David Bautista's Alamo Capital Experience 2001 - 2002
Job Senior IT Manager at Promise Technology
Industry Computer Hardware
Experience
Promise Technology March 2008 - Present
ATP January 2006 - March 2008
Kosan Biosciences January 2003 - January 2006
USWired 2001 - 2002
Alamo Capital 2001 - 2002
Kulicke and Soffa 1999 - 2001
Hana Microelectronics November 1997 - September 1999
City of Campbell, CA June 1996 - October 1997
Acer America Corp. January 1995 - May 1996
Skills
Disaster Recovery, VPN, Cisco Technologies, Technical Support, Microsoft Exchange, TCP/IP, Help Desk Support, Storage Area Networks, VoIP, Microsoft SQL Server, Project Management, Microsoft Office, Microsoft Servers, Firewalls, VMware Infrastructure, ERP Oracle, Avaya IP Telephony, SugarCRM, Salesforce.com..., NetApp Filers, Microsoft Technologies, Dell PowerEdge Servers, Windows 7, VLAN, Sarbanes-Oxley, SOX 404, HIPAA, IT Management, ITIL Process..., ADP Payroll, ADP ezLaborManager, Workflow Management, CompTIA Network+, CompTIA A+ Certification, Citrix Metaframe, Web Servers, Visio, 24/7 Operations, Network Monitoring Tools, Symantec Backup, Symantec Antivirus, Change Control, Call Center Architecture, Mac OS X, Cisco Routing &..., Department Budgeting, Channel Program..., CRM, Windows Azure, Office 365
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Information Technology
Heald College 1994 — 1995
Associate of Science (A.S.), Networking Technology
Heald College 1993 — 1994
Associate of Science (A.S.), Industrial Electronics Technology/Technician
Allan Hancock College
Promise Technology March 2008 - Present
ATP January 2006 - March 2008
Kosan Biosciences January 2003 - January 2006
USWired 2001 - 2002
Alamo Capital 2001 - 2002
Kulicke and Soffa 1999 - 2001
Hana Microelectronics November 1997 - September 1999
City of Campbell, CA June 1996 - October 1997
Acer America Corp. January 1995 - May 1996
Skills
Disaster Recovery, VPN, Cisco Technologies, Technical Support, Microsoft Exchange, TCP/IP, Help Desk Support, Storage Area Networks, VoIP, Microsoft SQL Server, Project Management, Microsoft Office, Microsoft Servers, Firewalls, VMware Infrastructure, ERP Oracle, Avaya IP Telephony, SugarCRM, Salesforce.com..., NetApp Filers, Microsoft Technologies, Dell PowerEdge Servers, Windows 7, VLAN, Sarbanes-Oxley, SOX 404, HIPAA, IT Management, ITIL Process..., ADP Payroll, ADP ezLaborManager, Workflow Management, CompTIA Network+, CompTIA A+ Certification, Citrix Metaframe, Web Servers, Visio, 24/7 Operations, Network Monitoring Tools, Symantec Backup, Symantec Antivirus, Change Control, Call Center Architecture, Mac OS X, Cisco Routing &..., Department Budgeting, Channel Program..., CRM, Windows Azure, Office 365
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Information Technology
Heald College 1994 — 1995
Associate of Science (A.S.), Networking Technology
Heald College 1993 — 1994
Associate of Science (A.S.), Industrial Electronics Technology/Technician
Allan Hancock College
Karen De Loy's Alamo Capital Experience April 2013 - May 2013
Job High School Braodcast Teacher at Valley Christian High School
Industry Media Production
Experience
Valley Christian High School August 2014 - Present
Various School Districts November 2012 - June 2014
OE Network April 2011 - July 2013
Legacy Films & Media September 2012 - June 2013
Alamo Capital April 2013 - May 2013
San Jose State University August 2010 - May 2011
The National Hispanic University 2011 - 2011
Skills
Community Outreach, Student Affairs, Event Planning, iMovie, Volunteer Management, Higher Education, Public Speaking, Facebook, Blogging, Social Media, Teaching, PowerPoint, Adobe Creative Suite, Mac, Curriculum Design, Final Cut Pro, Social Media Marketing, InDesign, Microsoft Excel, Microsoft Word, Video Editing, Nonprofits
Education
San Jose State University 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Valley Christian High School August 2014 - Present
Various School Districts November 2012 - June 2014
OE Network April 2011 - July 2013
Legacy Films & Media September 2012 - June 2013
Alamo Capital April 2013 - May 2013
San Jose State University August 2010 - May 2011
The National Hispanic University 2011 - 2011
Skills
Community Outreach, Student Affairs, Event Planning, iMovie, Volunteer Management, Higher Education, Public Speaking, Facebook, Blogging, Social Media, Teaching, PowerPoint, Adobe Creative Suite, Mac, Curriculum Design, Final Cut Pro, Social Media Marketing, InDesign, Microsoft Excel, Microsoft Word, Video Editing, Nonprofits
Education
San Jose State University 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Adam Gold Adam Gold's Alamo Capital Experience February 2009 - Present
Job Vice President at Alamo Capital
Industry Financial Services
Experience
Alamo Capital February 2009 - Present
Next-Gen Ventures January 2007 - January 2009
Skills
Series 7, Fixed Income, Equities, Securities, Capital Markets, Investments, Series 63, Bloomberg, Mutual Funds, Bonds, Trading, Options, Alternative Investments, Portfolio Management, Trading Systems, Investment Strategies, Asset Managment, FINRA, Insurance, Financial Modeling, Wealth Management
Education
UC Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Economics
Alamo Capital February 2009 - Present
Next-Gen Ventures January 2007 - January 2009
Skills
Series 7, Fixed Income, Equities, Securities, Capital Markets, Investments, Series 63, Bloomberg, Mutual Funds, Bonds, Trading, Options, Alternative Investments, Portfolio Management, Trading Systems, Investment Strategies, Asset Managment, FINRA, Insurance, Financial Modeling, Wealth Management
Education
UC Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Economics
Vicky Aranda Vicky Aranda's Alamo Capital Experience June 2012 - August 2014
Job HR Representative at Xicom Technology
Industry Financial Services
Experience
Xicom Technology January 2015 - Present
Sinodinos Steakhouse August 2011 - Present
Xicom Technology September 2014 - January 2015
Alamo Capital June 2012 - August 2014
Xicom Technology 2014 - 2014
Youthful Tooth Company January 2009 - November 2009
Neopost, Inc. May 2005 - December 2008
Skills
Microsoft Excel, Microsoft Office, Event Planning, Customer Service, Employee Benefits, Salesforce.com, Recruiting, Social Media, Phone Skills, Staffing Services, Applicant Tracking..., Outlook, Sales Management, Series 7, Telephone Skills, Time Management, Research, Sales, FINRA, Investments, Microsoft Word, Human Resources, Management
Education
California State University-Hayward - School of Business and Economics 2010 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Chabot College
Associate of Arts (A.A.)
Xicom Technology January 2015 - Present
Sinodinos Steakhouse August 2011 - Present
Xicom Technology September 2014 - January 2015
Alamo Capital June 2012 - August 2014
Xicom Technology 2014 - 2014
Youthful Tooth Company January 2009 - November 2009
Neopost, Inc. May 2005 - December 2008
Skills
Microsoft Excel, Microsoft Office, Event Planning, Customer Service, Employee Benefits, Salesforce.com, Recruiting, Social Media, Phone Skills, Staffing Services, Applicant Tracking..., Outlook, Sales Management, Series 7, Telephone Skills, Time Management, Research, Sales, FINRA, Investments, Microsoft Word, Human Resources, Management
Education
California State University-Hayward - School of Business and Economics 2010 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Chabot College
Associate of Arts (A.A.)
Ben Mullally's Alamo Capital Experience April 2009 - Present
Job Institutional Sales at Alamo Capital
Industry Financial Services
Experience
Alamo Capital April 2009 - Present
Skills
CRM software, Customer Service, Sales Management, CRM, Social Media, Direct Sales, Sales, Series 7, Investments, Start-ups, General Awesomeness, Portfolio Management, Alternative Investments, Salesforce.com, Securities, Mutual Funds, Series 63, Microsoft Office, Management, Leadership, Marketing
Education
University of San Francisco 2011 — 2013
Management, Organizational Leadership
Monte Vista High School 1998 — 2002
High school diploma
California State University-Chico
Alamo Capital April 2009 - Present
Skills
CRM software, Customer Service, Sales Management, CRM, Social Media, Direct Sales, Sales, Series 7, Investments, Start-ups, General Awesomeness, Portfolio Management, Alternative Investments, Salesforce.com, Securities, Mutual Funds, Series 63, Microsoft Office, Management, Leadership, Marketing
Education
University of San Francisco 2011 — 2013
Management, Organizational Leadership
Monte Vista High School 1998 — 2002
High school diploma
California State University-Chico
Charles Boneck's Alamo Capital Experience October 2009 - June 2010
Job Operations at Principal Builders Inc.
Industry Construction
Experience
Principal Builders Inc. September 2011 - Present
Alamo Capital October 2009 - June 2010
Ameriprise Financial October 2008 - September 2009
First Republic Securities/Merrill Lynch October 2006 - July 2008
THE GRIFFIN GROUP – Orinda, CA January 2000 - August 2006
California Community Dispute Services January 1996 - January 2000
Croesus Trust January 1985 - January 1996
Robertson, Colman January 1983 - January 1985
Skills
Emoney & NaviPlan..., Investments, Asset Managment, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Asset Management, Securities, Mutual Funds, Strategic Financial..., Asset Allocation, Hedge Funds, Strategy, Finance, Financial Services, Trading, Financial Advisory
Education
University of Nevada-Reno 1983 — 1986
bs, finance
UNIVERSITY NEVADA 1977 — 1981
Bachelor of Science, Finance & Economic
Principal Builders Inc. September 2011 - Present
Alamo Capital October 2009 - June 2010
Ameriprise Financial October 2008 - September 2009
First Republic Securities/Merrill Lynch October 2006 - July 2008
THE GRIFFIN GROUP – Orinda, CA January 2000 - August 2006
California Community Dispute Services January 1996 - January 2000
Croesus Trust January 1985 - January 1996
Robertson, Colman January 1983 - January 1985
Skills
Emoney & NaviPlan..., Investments, Asset Managment, Wealth Management, Alternative Investments, Portfolio Management, Investment Banking, Asset Management, Securities, Mutual Funds, Strategic Financial..., Asset Allocation, Hedge Funds, Strategy, Finance, Financial Services, Trading, Financial Advisory
Education
University of Nevada-Reno 1983 — 1986
bs, finance
UNIVERSITY NEVADA 1977 — 1981
Bachelor of Science, Finance & Economic
Patrick Cochrane's Alamo Capital Experience June 2005 - February 2007
Job Institutional Bond Sales at Siebert Brandford Shank
Industry Financial Services
Experience
Siebert Brandford Shank & Co., LLC February 2008 - Present
Alamo Capital June 2005 - February 2007
Morgan Stanley January 2004 - October 2005
Education
Gonzaga University 1999 — 2003
Siebert Brandford Shank & Co., LLC February 2008 - Present
Alamo Capital June 2005 - February 2007
Morgan Stanley January 2004 - October 2005
Education
Gonzaga University 1999 — 2003
Philip Xanthopoulos's Alamo Capital Experience May 2011 - June 2011
Job Available Financial Services Professional
Industry Financial Services
Experience
Philip Xanthopoulos, CFP June 2011 - Present
Alamo Capital May 2011 - June 2011
Wells Fargo Investments May 2006 - November 2009
Merrill Lynch 2004 - 2006
Advest 2004 - 2006
Lebenthal 2004 - 2006
Prudential Securities 1983 - 2004
Skills
Securities, Series 7, Investments, Wealth Management, Financial Analysis, Financial Services, Insurance, Financial Advisory, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Fixed Income, Management, Leadership, Investment Management, Finance, Financial Risk, Asset Management, Investment Advisory, Strategic Financial..., Asset Allocation, Alternative Investments, Banking, Investment Strategies, Retirement Planning
Education
Penn State University 1963 — 1966
BA
Valley Forge Military Academy & College 1959 — 1964
College for Financial Planning
CFP
Philip Xanthopoulos, CFP June 2011 - Present
Alamo Capital May 2011 - June 2011
Wells Fargo Investments May 2006 - November 2009
Merrill Lynch 2004 - 2006
Advest 2004 - 2006
Lebenthal 2004 - 2006
Prudential Securities 1983 - 2004
Skills
Securities, Series 7, Investments, Wealth Management, Financial Analysis, Financial Services, Insurance, Financial Advisory, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Fixed Income, Management, Leadership, Investment Management, Finance, Financial Risk, Asset Management, Investment Advisory, Strategic Financial..., Asset Allocation, Alternative Investments, Banking, Investment Strategies, Retirement Planning
Education
Penn State University 1963 — 1966
BA
Valley Forge Military Academy & College 1959 — 1964
College for Financial Planning
CFP
Brian Amadeo's Alamo Capital Experience November 2013 - May 2014
Job Sales Manager at OneWire
Industry Financial Services
Experience
OneWire July 2014 - Present
Alamo Capital November 2013 - May 2014
The PrinceRidge Group February 2013 - November 2013
Securevest Financial Group September 2012 - February 2013
Jefferies & Company December 2000 - June 2012
Skills
Fixed Income, Hedge Funds, Securities Lending, Bloomberg, Collateral Management, Equities, Series 7, Trading, Bonds, Series 63, Financial Markets, Back Office, Equity Trading, Liquidity Management, Structured Products, ABS, Funding, Credit, Money Market, Secondary Market, Asset Management, MBS, Portfolio Management, Emerging Markets, Settlement, Mutual Funds, Securities, Capital Markets, Finance, Banking, Investments, Financial Services
Education
Missouri Western State University 1996 — 1998
City University of New York-College of Staten Island
University of Missouri-Columbia
holt
OneWire July 2014 - Present
Alamo Capital November 2013 - May 2014
The PrinceRidge Group February 2013 - November 2013
Securevest Financial Group September 2012 - February 2013
Jefferies & Company December 2000 - June 2012
Skills
Fixed Income, Hedge Funds, Securities Lending, Bloomberg, Collateral Management, Equities, Series 7, Trading, Bonds, Series 63, Financial Markets, Back Office, Equity Trading, Liquidity Management, Structured Products, ABS, Funding, Credit, Money Market, Secondary Market, Asset Management, MBS, Portfolio Management, Emerging Markets, Settlement, Mutual Funds, Securities, Capital Markets, Finance, Banking, Investments, Financial Services
Education
Missouri Western State University 1996 — 1998
City University of New York-College of Staten Island
University of Missouri-Columbia
holt
nicholas mullally's Alamo Capital Experience September 2009 - Present
Job VP MBS Trading at Alamo Capital
Industry Financial Services
Experience
Alamo Capital September 2009 - Present
Skills
Fixed Income, Bonds, Series 7, Series 63, Bloomberg
Education
California State University-Chico 2003 — 2009
BS, Marketing
Alamo Capital September 2009 - Present
Skills
Fixed Income, Bonds, Series 7, Series 63, Bloomberg
Education
California State University-Chico 2003 — 2009
BS, Marketing
Gary Mynatt's Alamo Capital Experience Vice - President private Investment groupSanders Morris HarrisFebruary 2006 - February 2009
Job Vice President at Alamo Capital
Industry Financial Services
Experience
Alamo Capital Vice - President private Investment groupSanders Morris HarrisFebruary 2006 - February 2009
Wedbush Morgan Securities December 1987 - February 2006
Education
University of Nevada Las Vegas Lee Business School 1972 — 1979
B. S. Bus. Admin, Finance, Marketing, Psychology & Law
Alamo Capital Vice - President private Investment groupSanders Morris HarrisFebruary 2006 - February 2009
Wedbush Morgan Securities December 1987 - February 2006
Education
University of Nevada Las Vegas Lee Business School 1972 — 1979
B. S. Bus. Admin, Finance, Marketing, Psychology & Law
gregg fledderman's Alamo Capital Experience 2008 - January 2009
Job Financial Advisor at MassMutual Oregon
Industry Investment Management
Experience
MassMutual Oregon April 2013 - Present
Self-Employed February 2012 - March 2013
AXA Advisors, LLC September 2011 - February 2012
Self-Employed August 2010 - August 2011
Atlas Capital Advisors, LLC November 2009 - August 2010
Alamo Capital 2008 - January 2009
Charles Schwab February 1991 - November 2006
Skills
Investments, Securities, Equities, Options, Stocks, Asset, Financial Risk, Series 7, Series 63, Mutual Funds
Education
San Francisco Art Institute 1973 — 1979
B.F.A., Visual Art
Linfield College 1971 — 1973
History, Sociology, Political Science
MassMutual Oregon April 2013 - Present
Self-Employed February 2012 - March 2013
AXA Advisors, LLC September 2011 - February 2012
Self-Employed August 2010 - August 2011
Atlas Capital Advisors, LLC November 2009 - August 2010
Alamo Capital 2008 - January 2009
Charles Schwab February 1991 - November 2006
Skills
Investments, Securities, Equities, Options, Stocks, Asset, Financial Risk, Series 7, Series 63, Mutual Funds
Education
San Francisco Art Institute 1973 — 1979
B.F.A., Visual Art
Linfield College 1971 — 1973
History, Sociology, Political Science
Connie Francis's Alamo Capital Experience December 2010 - Present
Job Retired!
Industry Financial Services
Experience
Self July 2014 - Present
Alamo Capital December 2010 - Present
Capital Asset Management October 2008 - August 2010
McCullough & Associates LLC January 2005 - September 2008
Weir Capital Management January 2000 - November 2004
Oppenheimer & Co. Inc. December 1998 - December 1999
Bear Stearns & Co., Inc June 1994 - December 1998
Skills
Problem Solving, Mutual Funds, Financial Analysis, Bonds, Securities, Equities, Investment Strategies, Alternative Investments, Investments, Recruiting, Fixed Income, Sales Management, Options, Bloomberg, Investment Advisory, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 24
Education
San Francisco State University 1997 — 1998
Certificate
Augsburg College
University of Minnesota-Twin Cities
Self July 2014 - Present
Alamo Capital December 2010 - Present
Capital Asset Management October 2008 - August 2010
McCullough & Associates LLC January 2005 - September 2008
Weir Capital Management January 2000 - November 2004
Oppenheimer & Co. Inc. December 1998 - December 1999
Bear Stearns & Co., Inc June 1994 - December 1998
Skills
Problem Solving, Mutual Funds, Financial Analysis, Bonds, Securities, Equities, Investment Strategies, Alternative Investments, Investments, Recruiting, Fixed Income, Sales Management, Options, Bloomberg, Investment Advisory, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 24
Education
San Francisco State University 1997 — 1998
Certificate
Augsburg College
University of Minnesota-Twin Cities
Jeffrey Fannon's Alamo Capital Experience 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Alamo Capital 2014 - Present
Oppenheimer & Co. Inc. 2002 - 2014
RW Smith & Associates March 1999 - March 2002
Pacific Crest Securities July 1995 - July 1998
Shawmut Bank of Boston April 1991 - October 1994
Paine Webber Inc March 1972 - April 1991
Skills
municipal bonds, securities arbitration
Education
Colgate University 1967 — 1969
Bachelor of Arts (B.A.), Economics
Alamo Capital 2014 - Present
Oppenheimer & Co. Inc. 2002 - 2014
RW Smith & Associates March 1999 - March 2002
Pacific Crest Securities July 1995 - July 1998
Shawmut Bank of Boston April 1991 - October 1994
Paine Webber Inc March 1972 - April 1991
Skills
municipal bonds, securities arbitration
Education
Colgate University 1967 — 1969
Bachelor of Arts (B.A.), Economics