Aletheia Research and Management, Inc.
Industry: Company
DescriptionFounded: 1997 Subsidiary: Aletheia Securities, Inc.
Aletheia Research and Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Aletheia Research and Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Aletheia Research and Management, Inc. Employees
Employee
Years
Job
Industry
Deborah Anderson Deborah Anderson's Aletheia Research and Management, Inc. Experience June 2010 - June 2011
Job Social Media Marketing Strategist/Coach * iHeart Radio Show Host
Industry Marketing and Advertising
Experience
Social Web Cafe May 2011 - Present
Social Web Cafe June 2011 - Present
Human Health Project July 2014 - February 2015
Internet Marketing Ninjas December 2013 - December 2014
Aletheia Research and Management, Inc. June 2010 - June 2011
Bel Air Investment Advisors October 2006 - May 2010
Timber Blind Mfg September 2005 - July 2006
Self Employed 1997 - 2006
SkillPath Seminars 2001 - 2002
Skills
Disaster Recovery, Web Applications, VMware Infrastructure, MS Project, IT Management, Cisco Call Manager, Routers, IT Operations, Encryption, Process Improvement, Solution Architecture, Software Installation, CRM, Integration, Servers, Software Development, IT Strategy, Project Management, Microsoft Project, Management, Information Technology, Leadership, Web Development, Databases, Infrastructure, Security, Training, Marketing, Troubleshooting, Strategic Planning, Operating Systems, Business Continuity
Education
Capella University
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Capella University 2013 — 2015
Master's Degree, Psychology, 4.0 out of 4.0
Capella University
Bachelor's Degree, Software Architecture (Information Technology), Graduated with Summa Cum Laude Honors
Los Angeles Film School
Professional Sound Engineer
Social Web Cafe May 2011 - Present
Social Web Cafe June 2011 - Present
Human Health Project July 2014 - February 2015
Internet Marketing Ninjas December 2013 - December 2014
Aletheia Research and Management, Inc. June 2010 - June 2011
Bel Air Investment Advisors October 2006 - May 2010
Timber Blind Mfg September 2005 - July 2006
Self Employed 1997 - 2006
SkillPath Seminars 2001 - 2002
Skills
Disaster Recovery, Web Applications, VMware Infrastructure, MS Project, IT Management, Cisco Call Manager, Routers, IT Operations, Encryption, Process Improvement, Solution Architecture, Software Installation, CRM, Integration, Servers, Software Development, IT Strategy, Project Management, Microsoft Project, Management, Information Technology, Leadership, Web Development, Databases, Infrastructure, Security, Training, Marketing, Troubleshooting, Strategic Planning, Operating Systems, Business Continuity
Education
Capella University
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Capella University 2013 — 2015
Master's Degree, Psychology, 4.0 out of 4.0
Capella University
Bachelor's Degree, Software Architecture (Information Technology), Graduated with Summa Cum Laude Honors
Los Angeles Film School
Professional Sound Engineer
Gail Herrington Gail Herrington's Aletheia Research and Management, Inc. Experience December 2009 - March 2012
Job Broker / Financial Analyst
Industry Real Estate
Experience
Realty Executives July 2013 - Present
Aletheia Research and Management, Inc. December 2009 - March 2012
Oak Brook Financial Corporation October 1997 - May 2005
Skills
Corporate Finance, Mergers, Financial Analysis, Due Diligence, Advent, CA Real Estate Broker..., Accounting, Finance, Mergers, Risk Management, Valuation, Portfolio Management
Education
California State University-Northridge
Bachelor of Business Administration (BSBA), Real Estate
Canyon High
College of the Canyons
Associate of Arts, Accounting
Realty Executives July 2013 - Present
Aletheia Research and Management, Inc. December 2009 - March 2012
Oak Brook Financial Corporation October 1997 - May 2005
Skills
Corporate Finance, Mergers, Financial Analysis, Due Diligence, Advent, CA Real Estate Broker..., Accounting, Finance, Mergers, Risk Management, Valuation, Portfolio Management
Education
California State University-Northridge
Bachelor of Business Administration (BSBA), Real Estate
Canyon High
College of the Canyons
Associate of Arts, Accounting
Patricia Loncaric Patricia Loncaric's Aletheia Research and Management, Inc. Experience April 2011 - January 2013
Job Controller at Pathways Management Group, Inc.
Industry Education Management
Experience
Pathwasy Management Group, Inc. August 2013 - Present
Pathways Management Group May 2013 - Present
Aletheia Research and Management, Inc. April 2011 - January 2013
Mediterranean Heating & Air Conditioning, Inc. September 2008 - July 2011
Education Management Systems, Inc. October 2001 - September 2008
M Laney & Associates 2000 - 2001
Skills
Accounting, Corporate Finance, Financial Reporting, Variance Analysis, Mergers & Acquisitions, Leadership, General Ledger, Financial Analysis, Accounting Management, Start-ups, Alternative Investments
Education
University of Laverne 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Saint Louis 1973 — 1991
BSBA, Accounting
Pathwasy Management Group, Inc. August 2013 - Present
Pathways Management Group May 2013 - Present
Aletheia Research and Management, Inc. April 2011 - January 2013
Mediterranean Heating & Air Conditioning, Inc. September 2008 - July 2011
Education Management Systems, Inc. October 2001 - September 2008
M Laney & Associates 2000 - 2001
Skills
Accounting, Corporate Finance, Financial Reporting, Variance Analysis, Mergers & Acquisitions, Leadership, General Ledger, Financial Analysis, Accounting Management, Start-ups, Alternative Investments
Education
University of Laverne 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Saint Louis 1973 — 1991
BSBA, Accounting
Genevieve Plourde, CFA Genevieve Plourde, CFA's Aletheia Research and Management, Inc. Experience June 2011 - January 2013
Job Investment Manager Research / Client Service VPlevel Professional
Industry Investment Management
Experience
Aristotle Capital Management, LLC December 2013 - Present
Aletheia Research and Management, Inc. June 2011 - January 2013
CIBC Asset Management Inc. March 2005 - April 2011
RBC Financial Group August 2003 - November 2004
Mercer Investment Consulting January 2000 - January 2003
Skills
Alternative Investments, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Financial Services, Analysis, Asset Managment, Due Diligence, Superior Client Service, Project Management, Accounts Receivable, Pension Funds, High Net Worth..., Separately Managed..., Unified Managed Accounts, Institutional..., Compliance, Investment Policy..., Legal Contract Review, Business Process..., Consultant Liaison, Asset Management, Finance, Portfolio Management, Strategic Financial..., Trading, Client Services
Education
Concordia University 1997 — 2000
BA. Honours (Co-op), Economics
University of Toronto - Woodsworth College 1998 — 1998
Actuarial Science
Aristotle Capital Management, LLC December 2013 - Present
Aletheia Research and Management, Inc. June 2011 - January 2013
CIBC Asset Management Inc. March 2005 - April 2011
RBC Financial Group August 2003 - November 2004
Mercer Investment Consulting January 2000 - January 2003
Skills
Alternative Investments, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Financial Services, Analysis, Asset Managment, Due Diligence, Superior Client Service, Project Management, Accounts Receivable, Pension Funds, High Net Worth..., Separately Managed..., Unified Managed Accounts, Institutional..., Compliance, Investment Policy..., Legal Contract Review, Business Process..., Consultant Liaison, Asset Management, Finance, Portfolio Management, Strategic Financial..., Trading, Client Services
Education
Concordia University 1997 — 2000
BA. Honours (Co-op), Economics
University of Toronto - Woodsworth College 1998 — 1998
Actuarial Science
Aleema Bath Michal Aleema Bath Michal's Aletheia Research and Management, Inc. Experience August 2009 - May 2012
Job Wealth Management Professional at Goldman Sachs
Industry Banking
Experience
Wells Fargo Home Mortgage December 2012 - April 2013
Aletheia Research and Management, Inc. August 2009 - May 2012
Goldman Sachs July 2005 - August 2009
UBS July 2004 - July 2005
Skills
Asset Managment, Hedge Funds, Alternative Investments, Investments, Derivatives, Series 7, Corporate Finance, Due Diligence, Equities, Private Equity, Investment Banking, Fixed Income, Investment Management, Bloomberg, Wealth Management, Asset Management, Mutual Funds, Financial Services, Investment Strategies
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Public Policy Studies
Wells Fargo Home Mortgage December 2012 - April 2013
Aletheia Research and Management, Inc. August 2009 - May 2012
Goldman Sachs July 2005 - August 2009
UBS July 2004 - July 2005
Skills
Asset Managment, Hedge Funds, Alternative Investments, Investments, Derivatives, Series 7, Corporate Finance, Due Diligence, Equities, Private Equity, Investment Banking, Fixed Income, Investment Management, Bloomberg, Wealth Management, Asset Management, Mutual Funds, Financial Services, Investment Strategies
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Public Policy Studies
Richard Rees, CPA Richard Rees, CPA's Aletheia Research and Management, Inc. Experience March 2009 - March 2012
Job Consultant at RGP
Industry Nonprofit Organization Management
Experience
RGP October 2013 - Present
Various September 2012 - September 2013
Aletheia Research and Management, Inc. March 2009 - March 2012
The Walt Disney Studios November 2005 - February 2009
Skills
Finance, Strategic Financial..., Microsoft Excel, SAP BW, Access, SAP Implementation, Forecasting, Accounting, Mergers & Acquisitions, Corporate Finance, PeopleSoft, Creative Solutions, QuickBooks, Advent, Tax, Consolidation, Financial Modeling, Internal Audit, SEC filings, Financial Analysis, Financial Reporting, GAAP, Essbase, Financial Services, Alternative Investments, Managerial Finance, Analysis, General Ledger, Variance Analysis, Budgets, Equities, Due Diligence, Strategic Planning, Asset Management, Investments, Account Reconciliation, Financial Accounting, US GAAP, Hedge Funds, Cash Flow, Executive Management, Financial Forecasting, SAP, Internal Controls, Cost Accounting, Valuation, Protools, Hyperion HFM
Education
University of California, Santa Barbara 1999 — 2002
Business Economics with Accounting
RGP October 2013 - Present
Various September 2012 - September 2013
Aletheia Research and Management, Inc. March 2009 - March 2012
The Walt Disney Studios November 2005 - February 2009
Skills
Finance, Strategic Financial..., Microsoft Excel, SAP BW, Access, SAP Implementation, Forecasting, Accounting, Mergers & Acquisitions, Corporate Finance, PeopleSoft, Creative Solutions, QuickBooks, Advent, Tax, Consolidation, Financial Modeling, Internal Audit, SEC filings, Financial Analysis, Financial Reporting, GAAP, Essbase, Financial Services, Alternative Investments, Managerial Finance, Analysis, General Ledger, Variance Analysis, Budgets, Equities, Due Diligence, Strategic Planning, Asset Management, Investments, Account Reconciliation, Financial Accounting, US GAAP, Hedge Funds, Cash Flow, Executive Management, Financial Forecasting, SAP, Internal Controls, Cost Accounting, Valuation, Protools, Hyperion HFM
Education
University of California, Santa Barbara 1999 — 2002
Business Economics with Accounting
Roya Salehirad Roya Salehirad's Aletheia Research and Management, Inc. Experience April 2007 - May 2012
Job Associate Vice President Complex Operations Manager at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management August 2012 - Present
Aletheia Research and Management, Inc. April 2007 - May 2012
Smith Barney February 2005 - April 2007
Oppenheimer & Co. May 2001 - February 2005
UBS October 1998 - May 2001
Skills
Series 7, Series 63, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Allocation, Securities, Investment Strategies, Series 65, Series 9, Trading, Client Service, Accounting, Series 10, Asset Management
Education
California State University-Fullerton
Business Administration, Marketing and Management
RBC Wealth Management August 2012 - Present
Aletheia Research and Management, Inc. April 2007 - May 2012
Smith Barney February 2005 - April 2007
Oppenheimer & Co. May 2001 - February 2005
UBS October 1998 - May 2001
Skills
Series 7, Series 63, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Allocation, Securities, Investment Strategies, Series 65, Series 9, Trading, Client Service, Accounting, Series 10, Asset Management
Education
California State University-Fullerton
Business Administration, Marketing and Management
Chad Cook Chad Cook's Aletheia Research and Management, Inc. Experience November 2005 - January 2009
Job Partner / CFO / CCO
Industry Investment Management
Experience
Old West Investment Management, LLC February 2009 - Present
Aletheia Research and Management, Inc. November 2005 - January 2009
PricewaterhouseCoopers September 2004 - November 2005
Skills
Policy, Operations Management, Management, Asset Management, Asset Managment, Auditing, Budgets, Compliance, Due Diligence, Financial Analysis, Forecasting, Hedge Funds, Internal Audit, Investment Management, Investments
Education
University of Southern California 1999 — 2004
BS, Finance
University of Southern California - Marshall School of Business 1999 — 2004
Bachelor of Science, Finance
Jesuit High School 1996 — 1999
Old West Investment Management, LLC February 2009 - Present
Aletheia Research and Management, Inc. November 2005 - January 2009
PricewaterhouseCoopers September 2004 - November 2005
Skills
Policy, Operations Management, Management, Asset Management, Asset Managment, Auditing, Budgets, Compliance, Due Diligence, Financial Analysis, Forecasting, Hedge Funds, Internal Audit, Investment Management, Investments
Education
University of Southern California 1999 — 2004
BS, Finance
University of Southern California - Marshall School of Business 1999 — 2004
Bachelor of Science, Finance
Jesuit High School 1996 — 1999
Peter Eichler's Aletheia Research and Management, Inc. Experience May 2009 - December 2012
Job Associate at Colony Capital
Industry Venture Capital & Private Equity
Experience
Colony Capital May 2013 - Present
Aletheia Research and Management, Inc. May 2009 - December 2012
UBS Investment Bank July 2008 - April 2009
Skills
Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Valuation, Investment Banking, Investments, Financial Analysis, Capital Markets
Education
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), History
Colony Capital May 2013 - Present
Aletheia Research and Management, Inc. May 2009 - December 2012
UBS Investment Bank July 2008 - April 2009
Skills
Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Valuation, Investment Banking, Investments, Financial Analysis, Capital Markets
Education
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), History
Jorge DeNeve's Aletheia Research and Management, Inc. Experience May 2011 - August 2012
Job SEC Enforcement and WhiteCollar Defense Attorney at O'Melveny & Myers LLP
Industry Law Practice
Experience
O'Melveny & Myers LLP September 2012 - Present
Aletheia Research and Management, Inc. May 2011 - August 2012
O'Melveny & Myers LLP March 2007 - May 2011
US Securities and Exchange Commission April 2003 - February 2007
O'Melveny & Myers LLP October 2000 - February 2003
U.S. District Court for the Central District of California October 1999 - October 2000
O'Melveny & Myers LLP October 1998 - October 1999
Skills
SEC Investigations, White Collar Criminal..., Internal Investigations, Securities Litigation, Litigation, Securities Regulation, Appeals
Education
University of Southern California Law School 1995 — 1998
Doctor of Law (J.D.)
University of California, Los Angeles 1986 — 1992
BS, Cognitive Science
O'Melveny & Myers LLP September 2012 - Present
Aletheia Research and Management, Inc. May 2011 - August 2012
O'Melveny & Myers LLP March 2007 - May 2011
US Securities and Exchange Commission April 2003 - February 2007
O'Melveny & Myers LLP October 2000 - February 2003
U.S. District Court for the Central District of California October 1999 - October 2000
O'Melveny & Myers LLP October 1998 - October 1999
Skills
SEC Investigations, White Collar Criminal..., Internal Investigations, Securities Litigation, Litigation, Securities Regulation, Appeals
Education
University of Southern California Law School 1995 — 1998
Doctor of Law (J.D.)
University of California, Los Angeles 1986 — 1992
BS, Cognitive Science
Laura Yeager's Aletheia Research and Management, Inc. Experience 2006 - 2007
Job Registered Senior Client Associate
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Wells Fargo Advisors November 2012 - March 2014
Merrill Lynch 2007 - November 2012
Aletheia Research and Management, Inc. 2006 - 2007
Oppenheimer & Co. 1996 - 2006
Skills
Finance, Investments, Securities, Wealth Management, Portfolio Management, Series 7, Marketing, Mutual Funds, Trading, Series 63, Retirement Planning, Equities, CRM, Hedge Funds, Alternative Investments, Asset Management
Education
California State University-Northridge
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Palisades HS
English Literature (British and Commonwealth)
Merrill Lynch March 2014 - Present
Wells Fargo Advisors November 2012 - March 2014
Merrill Lynch 2007 - November 2012
Aletheia Research and Management, Inc. 2006 - 2007
Oppenheimer & Co. 1996 - 2006
Skills
Finance, Investments, Securities, Wealth Management, Portfolio Management, Series 7, Marketing, Mutual Funds, Trading, Series 63, Retirement Planning, Equities, CRM, Hedge Funds, Alternative Investments, Asset Management
Education
California State University-Northridge
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Palisades HS
English Literature (British and Commonwealth)
Dwayne Pedrick's Aletheia Research and Management, Inc. Experience April 2011 - June 2012
Job Provisioning Coordinator at Peak 10
Industry Information Technology and Services
Experience
ERP Suites April 2015 - Present
Peak 10 June 2012 - April 2015
Aletheia Research and Management, Inc. April 2011 - June 2012
Del-Jen, Inc. June 2005 - December 2010
Cincinnati Bell Technical Solutions November 2003 - June 2005
Tristate Benefit Solutions June 2001 - October 2003
Mastec April 1999 - June 2001
Skills
Team Leadership, Customer Service, Accounting, Microsoft Excel, Networking, Management, Firewalls, Leadership, Sales, Program Management, Project Management, Operations Management, Process Improvement, Security
Education
University of Cincinnati College of Business 1996 — 2001
Bachelor of Science (BS), Management Information Systems, Engineering
IH 1992 — 1996
ERP Suites April 2015 - Present
Peak 10 June 2012 - April 2015
Aletheia Research and Management, Inc. April 2011 - June 2012
Del-Jen, Inc. June 2005 - December 2010
Cincinnati Bell Technical Solutions November 2003 - June 2005
Tristate Benefit Solutions June 2001 - October 2003
Mastec April 1999 - June 2001
Skills
Team Leadership, Customer Service, Accounting, Microsoft Excel, Networking, Management, Firewalls, Leadership, Sales, Program Management, Project Management, Operations Management, Process Improvement, Security
Education
University of Cincinnati College of Business 1996 — 2001
Bachelor of Science (BS), Management Information Systems, Engineering
IH 1992 — 1996
Spencer McCroskey's Aletheia Research and Management, Inc. Experience November 2007 - August 2008
Job Partner at Old West Investment Management, LLC
Industry Financial Services
Experience
Old West Investment Management, LLC September 2008 - Present
Aletheia Research and Management, Inc. November 2007 - August 2008
PricewaterhouseCoopers June 2002 - November 2007
Skills
Operations Management, Investments, Accounting, Corporate Finance, Investment Management, Financial Analysis, Due Diligence, Strategic Planning, Business Strategy, Budget, Project Management, Valuation, Business Development, Asset Managment, Hedge Funds
Education
University of Southern California 2003 — 2004
Master's Degree, Accounting
University of Southern California 1999 — 2003
Bachelor's Degree, Accounting
Old West Investment Management, LLC September 2008 - Present
Aletheia Research and Management, Inc. November 2007 - August 2008
PricewaterhouseCoopers June 2002 - November 2007
Skills
Operations Management, Investments, Accounting, Corporate Finance, Investment Management, Financial Analysis, Due Diligence, Strategic Planning, Business Strategy, Budget, Project Management, Valuation, Business Development, Asset Managment, Hedge Funds
Education
University of Southern California 2003 — 2004
Master's Degree, Accounting
University of Southern California 1999 — 2003
Bachelor's Degree, Accounting
Rina Echavez's Aletheia Research and Management, Inc. Experience July 2001 - January 2013
Job Vice President Operations at Georgina Asset Management, LLC
Industry Investment Management
Experience
Georgina Asset Management, LLC June 2015 - Present
Barclays Wealth and Investment Management July 2013 - Present
Aletheia Research and Management, Inc. July 2001 - January 2013
First Union Securities, Inc. July 1994 - July 2001
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (B.S.), Business Management
Georgina Asset Management, LLC June 2015 - Present
Barclays Wealth and Investment Management July 2013 - Present
Aletheia Research and Management, Inc. July 2001 - January 2013
First Union Securities, Inc. July 1994 - July 2001
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (B.S.), Business Management
Joshua Hanasab's Aletheia Research and Management, Inc. Experience January 2010 - October 2011
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Citi June 2012 - August 2012
Aletheia Research and Management, Inc. January 2010 - October 2011
Skills
Investments, Real Estate, Activism, Investment Banking, Financial Analysis, Corporate Finance, Valuation, Bloomberg, Financial Modeling, Asset Management, Hedge Funds
Education
University of Southern California 2009 — 2012
Bachelor of Science (BS), Business Administration, Finance
Morgan Stanley June 2013 - Present
Citi June 2012 - August 2012
Aletheia Research and Management, Inc. January 2010 - October 2011
Skills
Investments, Real Estate, Activism, Investment Banking, Financial Analysis, Corporate Finance, Valuation, Bloomberg, Financial Modeling, Asset Management, Hedge Funds
Education
University of Southern California 2009 — 2012
Bachelor of Science (BS), Business Administration, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY