Altegris Investments
Industry: Company
DescriptionAltegris is a provider of alternative investment products Based in La Jolla, CA, Altegris was founded in 2002, by Jon Sundt, Matt Osborne, Robert Amedeo and Richard Pfister and is currently led by Marty Beaulieu, who serves as Chairman and Chief Executive Officer. Altegris was acquired by Genworth Financial in 2010. Assets under management: 2.47 billion USD Headquarters: San Diego, CA CEO: Jon Sundt (2002–) Founded: 2002 Founders: Jon Sundt, Matt Osborne, Richard Pfister, Robert Amedeo
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Altegris Investments Employees
Employee
Years
Job
Industry
Sophia Wong Sophia Wong's Altegris Investments Experience April 2008 - February 2010
Job Leadership Coach Targeting Career in MBA Career Counseling | Finance, Project Management & Entrepreneurship Background
Industry Consumer Goods
Experience
Discovery Seminars & Coaching July 2014 - Present
Ice Cream Garden April 2014 - Present
626 Night Market July 2013 - November 2014
Mattel July 2013 - March 2014
Mattel June 2012 - August 2012
Stay Classy Bicycle Rentals January 2010 - January 2012
Altegris Investments April 2008 - February 2010
HSBC July 2007 - April 2008
Skills
Finance, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Analysis, Data Analysis, Corporate Finance, Investments, Hedge Funds, Microsoft Excel, Strategy, Analytics, Negotiation, Management, Personal Development, Entrepreneurship, Leadership Development, Leadership, Coaching
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA
University of California, San Diego 2002 — 2006
Economics, International Studies, Education
Discovery Seminars & Coaching July 2014 - Present
Ice Cream Garden April 2014 - Present
626 Night Market July 2013 - November 2014
Mattel July 2013 - March 2014
Mattel June 2012 - August 2012
Stay Classy Bicycle Rentals January 2010 - January 2012
Altegris Investments April 2008 - February 2010
HSBC July 2007 - April 2008
Skills
Finance, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Analysis, Data Analysis, Corporate Finance, Investments, Hedge Funds, Microsoft Excel, Strategy, Analytics, Negotiation, Management, Personal Development, Entrepreneurship, Leadership Development, Leadership, Coaching
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA
University of California, San Diego 2002 — 2006
Economics, International Studies, Education
Christopher Kuan Christopher Kuan's Altegris Investments Experience July 2014 - Present
Job Operations Specialist at Altegris
Industry Financial Services
Experience
Altegris July 2015 - Present
Altegris Investments July 2014 - Present
LPL Financial June 2014 - July 2014
Nordstrom June 2014 - July 2014
Bumrungrad International June 2013 - September 2013
Ravits Watches & Jewelry January 2010 - September 2012
Education
University of San Diego 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Focus in International Business
Singpaore American School 2008 — 2010
High School Diploma
Carlmont High School 2006 — 2008
Altegris July 2015 - Present
Altegris Investments July 2014 - Present
LPL Financial June 2014 - July 2014
Nordstrom June 2014 - July 2014
Bumrungrad International June 2013 - September 2013
Ravits Watches & Jewelry January 2010 - September 2012
Education
University of San Diego 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Focus in International Business
Singpaore American School 2008 — 2010
High School Diploma
Carlmont High School 2006 — 2008
Christopher Thai Christopher Thai's Altegris Investments Experience January 2014 - March 2015
Job Student Liaison at University of California, San Diego
Industry Investment Management
Experience
University of California, San Diego May 2015 - Present
The Village Place and Market September 2012 - June 2015
Altegris Investments January 2014 - March 2015
South County Economic Development Council October 2013 - November 2013
Revolution Prep July 2012 - September 2012
Skills
Investments, Teamwork, Microsoft Excel, Leadership, Economics, Microsoft Word, Java, Econometrics, Management, Public Speaking, Analysis
Education
University of California, San Diego 2012 — 2016
Bachelor of Arts (BA), Economics
University of California, San Diego May 2015 - Present
The Village Place and Market September 2012 - June 2015
Altegris Investments January 2014 - March 2015
South County Economic Development Council October 2013 - November 2013
Revolution Prep July 2012 - September 2012
Skills
Investments, Teamwork, Microsoft Excel, Leadership, Economics, Microsoft Word, Java, Econometrics, Management, Public Speaking, Analysis
Education
University of California, San Diego 2012 — 2016
Bachelor of Arts (BA), Economics
Viraaj Kumar Viraaj Kumar's Altegris Investments Experience January 2014 - September 2014
Job Director, Relationship Management at AdvisoryWorld Financial Technology
Industry Investment Management
Experience
AdvisoryWorld Financial Technology September 2014 - Present
Altegris Investments January 2014 - September 2014
Nuveen Investments November 2006 - March 2012
Envestnet, Inc August 2005 - November 2006
Skills
Equities, Alternative Investments, Mutual Funds, Asset Allocation, Asset Management, Securities, Portfolio Management, Investments, Hedge Funds, Fixed Income, Bloomberg, Investment Strategies, Trading, Investment Management, Financial Analysis, Customer Retention, Client Relations
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
UC Irvine
Bachelor's degree, Economics, Political Science, Management Minor
AdvisoryWorld Financial Technology September 2014 - Present
Altegris Investments January 2014 - September 2014
Nuveen Investments November 2006 - March 2012
Envestnet, Inc August 2005 - November 2006
Skills
Equities, Alternative Investments, Mutual Funds, Asset Allocation, Asset Management, Securities, Portfolio Management, Investments, Hedge Funds, Fixed Income, Bloomberg, Investment Strategies, Trading, Investment Management, Financial Analysis, Customer Retention, Client Relations
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
UC Irvine
Bachelor's degree, Economics, Political Science, Management Minor
Damon Durio Damon Durio's Altegris Investments Experience October 2011 - July 2012
Job Network Administrator at Cytori Therapeutics
Industry Information Technology and Services
Experience
Cytori July 2015 - Present
Cytori March 2014 - July 2015
Trion Worlds, Inc. July 2012 - October 2013
Altegris Investments October 2011 - July 2012
Kaplan University January 2010 - June 2011
Global Resources October 2009 - October 2009
Symark Software February 2006 - July 2008
Ascent Media August 2004 - February 2006
Permond Solutions Group September 2003 - May 2004
Disney Consumer Products January 2003 - August 2003
Skills
Active Directory, Microsoft Exchange, Windows Server, SharePoint, System Administration, Troubleshooting, Linux, Windows, Technical Support, Network Security, Project Management, Software Documentation, Networking, Help Desk Support, Software Installation, Laptops, Account Management, Printers, Enterprise Software, HP, Security, Cloud Computing, Information Technology
Education
Loyola Marymount University, College of Business Administration 1997 — 2002
Bachelors, Computer Information Systems
Cytori July 2015 - Present
Cytori March 2014 - July 2015
Trion Worlds, Inc. July 2012 - October 2013
Altegris Investments October 2011 - July 2012
Kaplan University January 2010 - June 2011
Global Resources October 2009 - October 2009
Symark Software February 2006 - July 2008
Ascent Media August 2004 - February 2006
Permond Solutions Group September 2003 - May 2004
Disney Consumer Products January 2003 - August 2003
Skills
Active Directory, Microsoft Exchange, Windows Server, SharePoint, System Administration, Troubleshooting, Linux, Windows, Technical Support, Network Security, Project Management, Software Documentation, Networking, Help Desk Support, Software Installation, Laptops, Account Management, Printers, Enterprise Software, HP, Security, Cloud Computing, Information Technology
Education
Loyola Marymount University, College of Business Administration 1997 — 2002
Bachelors, Computer Information Systems
Sean Plaisted's Altegris Investments Experience August 2013 - April 2014
Job Client Success Representative at BrightScope
Industry Investment Management
Experience
BrightScope November 2014 - Present
Altegris Investments August 2013 - April 2014
Friar Tux Shop November 2011 - March 2013
Skills
Data Analysis, Customer Service, Financial Reporting, Performance Analysis, Cash Flow Analysis, Communication, Financial Analysis, Customer Support, Financial Services, Investment Strategies, Photoshop, Microsoft Excel, Time Management, Product Marketing, Custom Content Creation
Education
San Diego State University-California State University 2009 — 2013
Bachelor’s Degree, Communication
BrightScope November 2014 - Present
Altegris Investments August 2013 - April 2014
Friar Tux Shop November 2011 - March 2013
Skills
Data Analysis, Customer Service, Financial Reporting, Performance Analysis, Cash Flow Analysis, Communication, Financial Analysis, Customer Support, Financial Services, Investment Strategies, Photoshop, Microsoft Excel, Time Management, Product Marketing, Custom Content Creation
Education
San Diego State University-California State University 2009 — 2013
Bachelor’s Degree, Communication
Mark Dombrowski, CFA Mark Dombrowski, CFA's Altegris Investments Experience April 2009 - December 2009
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
Bank of America Merrill Lynch January 2010 - April 2014
Altegris Investments April 2009 - December 2009
Banc of America Securities July 2008 - March 2009
Context Capital Management, LLC June 2003 - July 2006
Engemann Asset Management June 1997 - August 2001
Skills
Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis, Valuation, Risk Management, Management, Banking, Securities
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA
Chartered Financial Analyst designation 2003 — 2006
CFA
University of California, San Diego 1999 — 2003
BS
SunTrust Robinson Humphrey October 2014 - Present
Bank of America Merrill Lynch January 2010 - April 2014
Altegris Investments April 2009 - December 2009
Banc of America Securities July 2008 - March 2009
Context Capital Management, LLC June 2003 - July 2006
Engemann Asset Management June 1997 - August 2001
Skills
Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis, Valuation, Risk Management, Management, Banking, Securities
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA
Chartered Financial Analyst designation 2003 — 2006
CFA
University of California, San Diego 1999 — 2003
BS
Michael Deel Michael Deel's Altegris Investments Experience July 2014 - Present
Job Operations Assistant at Altegris Investments
Industry Financial Services
Experience
Altegris Investments July 2014 - Present
The Wave House San Diego December 2013 - July 2014
JR Homes Inc. April 2010 - May 2013
Chico Outlaws Professional Baseball May 2010 - August 2010
Summit West Property Management and Sales Inc. May 2008 - March 2010
Skills
Fast Learner, Team Leadership, People Skills, Time Management, Customer Service, Leadership, Social Networking, Microsoft Word, Teamwork
Education
CSU Chico 2009 — 2012
Business Administration, Financial Management and Services
Butte Community College 2008 — 2009
Altegris Investments July 2014 - Present
The Wave House San Diego December 2013 - July 2014
JR Homes Inc. April 2010 - May 2013
Chico Outlaws Professional Baseball May 2010 - August 2010
Summit West Property Management and Sales Inc. May 2008 - March 2010
Skills
Fast Learner, Team Leadership, People Skills, Time Management, Customer Service, Leadership, Social Networking, Microsoft Word, Teamwork
Education
CSU Chico 2009 — 2012
Business Administration, Financial Management and Services
Butte Community College 2008 — 2009
Eric Burkhardt Eric Burkhardt's Altegris Investments Experience February 2012 - May 2014
Job Sales Consultant at AssetMark
Industry Financial Services
Valentina Glaviano, CIMA Valentina Glaviano, CIMA's Altegris Investments Experience September 2012 - July 2013
Job Investment Management Executive
Industry Investment Management
Experience
Lattice Strategies, LLC January 2015 - Present
MS Consulting June 2012 - January 2015
Altegris Investments September 2012 - July 2013
Guggenheim Partners - formerly Rydex/SG Investors August 2010 - May 2012
iShares/Barclays Global Investors, acquired by BlackRock May 2007 - February 2010
Lazard Asset Management 1997 - 2007
Bankers Trust 1994 - 1997
Skills
Alternative Investments, Investments, Portfolio Management, ETFs, Mutual Funds, Asset Allocation, Investment Strategies, Capital Markets, Investment Management, Hedge Funds, Series 7, Structured Products, Sales Management, Strategy, Asset Management, Risk Management, Financial Services, Start-ups, Product Development, Distribution Strategies, Finance, Fixed Income, Equities, FINRA, Series 63, High Net Worth..., Investment Advisory, Business Development, Wealth Management, Financial Advisory, Series 24, Securities, Financial Markets, Separately Managed..., Private Equity, Fund Of Funds, Emerging Markets, Investment Banking
Education
University of California, Los Angeles 1982 — 1986
BS, Economics
Chartered Alternative Investment Analyst Association
CAIA designation candidate
Stanford Graduate School of Business 2009 — 2009
UC Berkeley Haas School of Business 2008 — 2008
Wharton School, University of Pennsylvania 2004 — 2004
AIA, Alternative Investment Analyst
Wharton School, University of Pennsylvania 1999 — 2000
CIMA, Certified Investment Management Analyst
Lattice Strategies, LLC January 2015 - Present
MS Consulting June 2012 - January 2015
Altegris Investments September 2012 - July 2013
Guggenheim Partners - formerly Rydex/SG Investors August 2010 - May 2012
iShares/Barclays Global Investors, acquired by BlackRock May 2007 - February 2010
Lazard Asset Management 1997 - 2007
Bankers Trust 1994 - 1997
Skills
Alternative Investments, Investments, Portfolio Management, ETFs, Mutual Funds, Asset Allocation, Investment Strategies, Capital Markets, Investment Management, Hedge Funds, Series 7, Structured Products, Sales Management, Strategy, Asset Management, Risk Management, Financial Services, Start-ups, Product Development, Distribution Strategies, Finance, Fixed Income, Equities, FINRA, Series 63, High Net Worth..., Investment Advisory, Business Development, Wealth Management, Financial Advisory, Series 24, Securities, Financial Markets, Separately Managed..., Private Equity, Fund Of Funds, Emerging Markets, Investment Banking
Education
University of California, Los Angeles 1982 — 1986
BS, Economics
Chartered Alternative Investment Analyst Association
CAIA designation candidate
Stanford Graduate School of Business 2009 — 2009
UC Berkeley Haas School of Business 2008 — 2008
Wharton School, University of Pennsylvania 2004 — 2004
AIA, Alternative Investment Analyst
Wharton School, University of Pennsylvania 1999 — 2000
CIMA, Certified Investment Management Analyst
Gabe LeMons's Altegris Investments Experience November 2013 - November 2014
Job Regional Director @ TagMyDoc
Industry Computer Software
Experience
TagMyDoc July 2015 - Present
Altegris Investments November 2013 - November 2014
Bank of America Merrill Lynch September 2011 - November 2013
Morgan Stanley Smith Barney September 2010 - August 2011
Qualcomm January 2007 - August 2010
Shelves to Drawers, Inc. December 2004 - May 2008
Skills
Series 7, Series 66, CA Insurance License, Alternative Investments, Investments, Asset Allocation, Uniform Combined State..., Mergers & Acquisitions, Financial Services, Investment Advisory, Strategic Financial..., Wealth Management, Asset Managment, Financial Analysis, Equities, Insurance, Management, Asset Management, Banking, Portfolio Management, Investment Strategies, Loans, Hedge Funds, Finance, Mutual Funds, Securities, Marketing, Retirement, Sales, Fixed Income, Strategic Planning, Series 63, Financial Planning, Business Development
Education
University of California, Santa Barbara 1999 — 2004
BS, Business Economics
La Jolla High School 1996 — 1999
TagMyDoc July 2015 - Present
Altegris Investments November 2013 - November 2014
Bank of America Merrill Lynch September 2011 - November 2013
Morgan Stanley Smith Barney September 2010 - August 2011
Qualcomm January 2007 - August 2010
Shelves to Drawers, Inc. December 2004 - May 2008
Skills
Series 7, Series 66, CA Insurance License, Alternative Investments, Investments, Asset Allocation, Uniform Combined State..., Mergers & Acquisitions, Financial Services, Investment Advisory, Strategic Financial..., Wealth Management, Asset Managment, Financial Analysis, Equities, Insurance, Management, Asset Management, Banking, Portfolio Management, Investment Strategies, Loans, Hedge Funds, Finance, Mutual Funds, Securities, Marketing, Retirement, Sales, Fixed Income, Strategic Planning, Series 63, Financial Planning, Business Development
Education
University of California, Santa Barbara 1999 — 2004
BS, Business Economics
La Jolla High School 1996 — 1999
Melissa Jacks Melissa Jacks's Altegris Investments Experience September 2011 - January 2014
Job Director, Account Management | Creative Services at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF Financial Services January 2014 - Present
Altegris Investments September 2011 - January 2014
Fidelity Investments, Fidelity Communications & Advertising 2005 - September 2011
Fidelity Investments, Fidelity Investments Institutional Services 2003 - 2005
Fidelity Investments, Fidelity Communications & Advertising 1998 - 2003
Party by Design 1997 - 1998
THE WILLIAM-SCOTT GALLERY 1995 - 1997
Skills
Marketing Strategy, Social Marketing, Marketing Communications, Direct Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Program Management, Advertising, Budgets, Marketing, Sales, Training, Online Advertising, Strategy, Digital Strategy, Creative Direction, B2B, Management, Creative Strategy, Leadership, Interactive Marketing, Online Marketing, Corporate Communications, Brand Development, Strategic Planning, Direct Mail, Corporate Branding, Team Building
Education
Texas A&M University-Commerce 1987 — 1992
BFA, Independent Studies
TIAA-CREF Financial Services January 2014 - Present
Altegris Investments September 2011 - January 2014
Fidelity Investments, Fidelity Communications & Advertising 2005 - September 2011
Fidelity Investments, Fidelity Investments Institutional Services 2003 - 2005
Fidelity Investments, Fidelity Communications & Advertising 1998 - 2003
Party by Design 1997 - 1998
THE WILLIAM-SCOTT GALLERY 1995 - 1997
Skills
Marketing Strategy, Social Marketing, Marketing Communications, Direct Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Program Management, Advertising, Budgets, Marketing, Sales, Training, Online Advertising, Strategy, Digital Strategy, Creative Direction, B2B, Management, Creative Strategy, Leadership, Interactive Marketing, Online Marketing, Corporate Communications, Brand Development, Strategic Planning, Direct Mail, Corporate Branding, Team Building
Education
Texas A&M University-Commerce 1987 — 1992
BFA, Independent Studies
Robert Rosenbaum's Altegris Investments Experience January 2009 - November 2009
Job Managing Director P&A Capital Advisors
Industry Investment Management
Experience
P&A Capital Advisors, Inc. February 2010 - Present
Altegris Investments January 2009 - November 2009
OppenheimerFunds - Tremont Group Holdings, Inc. December 1999 - February 2008
Summit Financial Resources, Inc. 1984 - 1999
Skills
Hedge Funds, Asset Allocation, Wealth Management, Managed Futures, Accounting, Taxation, Investment Advisory, Series 7, Investor Relations, Series 63, Wealth Management..., Estate Planning, Portfolio Management, Business Development, Broker-Dealer, Alternative Investments, Relation Management, Fund Of Funds, Mutual Funds, Finance, Tax, High Net Worth..., Asset Management, Investments
Education
Rutgers University
BA, Economics & Accounting
Seton Hall University
Master of Science (MS), Taxation
P&A Capital Advisors, Inc. February 2010 - Present
Altegris Investments January 2009 - November 2009
OppenheimerFunds - Tremont Group Holdings, Inc. December 1999 - February 2008
Summit Financial Resources, Inc. 1984 - 1999
Skills
Hedge Funds, Asset Allocation, Wealth Management, Managed Futures, Accounting, Taxation, Investment Advisory, Series 7, Investor Relations, Series 63, Wealth Management..., Estate Planning, Portfolio Management, Business Development, Broker-Dealer, Alternative Investments, Relation Management, Fund Of Funds, Mutual Funds, Finance, Tax, High Net Worth..., Asset Management, Investments
Education
Rutgers University
BA, Economics & Accounting
Seton Hall University
Master of Science (MS), Taxation
Franklin Zhao's Altegris Investments Experience June 2007 - September 2007
Job Discretionary Macro Trader at CommonWealth Opportunity Capital
Industry Investment Banking
Experience
CommonWealth Opportunity Capital GP LLC May 2014 - Present
Deutsche Bank Securities September 2013 - April 2014
Deutsche Bank Securities June 2009 - September 2013
Deutsche Bank August 2009 - January 2010
Deutsche Bank June 2008 - August 2008
Altegris Investments June 2007 - September 2007
Skills
Fixed Income, Trading, Financial Modeling, Derivatives, Bloomberg, Bonds, Global Macro, Financial Markets, Quantitative Analytics, Investments, Hedge Funds, VBA, Matlab, Futures, Swaps
Education
Harvard University 2005 — 2009
AB, Physics
CommonWealth Opportunity Capital GP LLC May 2014 - Present
Deutsche Bank Securities September 2013 - April 2014
Deutsche Bank Securities June 2009 - September 2013
Deutsche Bank August 2009 - January 2010
Deutsche Bank June 2008 - August 2008
Altegris Investments June 2007 - September 2007
Skills
Fixed Income, Trading, Financial Modeling, Derivatives, Bloomberg, Bonds, Global Macro, Financial Markets, Quantitative Analytics, Investments, Hedge Funds, VBA, Matlab, Futures, Swaps
Education
Harvard University 2005 — 2009
AB, Physics
Aaron Greenwell Aaron Greenwell's Altegris Investments Experience August 2009 - October 2009
Job Planning Department Supervisor at Carlsbad Technology Inc
Industry Pharmaceuticals
Experience
Carlsbad Technology Inc April 2015 - Present
Carlsbad Technology Inc February 2010 - April 2015
Altegris Investments August 2009 - October 2009
University of San Diego August 2007 - August 2009
Global Fleet Sales January 2008 - January 2008
Orthopedic Center of the Rockies May 2007 - August 2007
Skills
Analysis, Business Development, CRM, Finance, Management, Project Management, Leadership, Contract Negotiation, Contract Management, Microsoft Office, Pharmaceutical Industry, National Account..., Product Development
Education
University of San Diego 2007 — 2009
International MBA, Strategy, Finance
Korea University 2008 — 2008
Finance, Korean Culture
SDA Bocconi 2008 — 2008
Study Abroad, Strategy
Rochester Institute of Technology 2003 — 2007
B.S., International Business, Marketing, Japanese
Carlsbad Technology Inc April 2015 - Present
Carlsbad Technology Inc February 2010 - April 2015
Altegris Investments August 2009 - October 2009
University of San Diego August 2007 - August 2009
Global Fleet Sales January 2008 - January 2008
Orthopedic Center of the Rockies May 2007 - August 2007
Skills
Analysis, Business Development, CRM, Finance, Management, Project Management, Leadership, Contract Negotiation, Contract Management, Microsoft Office, Pharmaceutical Industry, National Account..., Product Development
Education
University of San Diego 2007 — 2009
International MBA, Strategy, Finance
Korea University 2008 — 2008
Finance, Korean Culture
SDA Bocconi 2008 — 2008
Study Abroad, Strategy
Rochester Institute of Technology 2003 — 2007
B.S., International Business, Marketing, Japanese
Carla L Harris Carla L Harris's Altegris Investments Experience April 2012 - Present
Job Senior Compliance Manager
Industry Financial Services
Experience
Altegris Investments April 2012 - Present
Nuveen Investments November 1999 - March 2012
Stein Roe Mutual Funds May 1998 - November 1999
Stein Roe Mutual Funds December 1992 - April 1998
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Series 7, Investments, Series 63, Securities, Investment Company Act, Investment Advisers Act, Series 3, 7, 24 & 63..., Series 24, Separately Managed..., Fixed Income, Equities, Asset Managment, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Bloomberg, Uniform Combined State..., FINRA
Education
Drake University
Bachelor of Science, Business Administration/Finance
Altegris Investments April 2012 - Present
Nuveen Investments November 1999 - March 2012
Stein Roe Mutual Funds May 1998 - November 1999
Stein Roe Mutual Funds December 1992 - April 1998
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Series 7, Investments, Series 63, Securities, Investment Company Act, Investment Advisers Act, Series 3, 7, 24 & 63..., Series 24, Separately Managed..., Fixed Income, Equities, Asset Managment, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Bloomberg, Uniform Combined State..., FINRA
Education
Drake University
Bachelor of Science, Business Administration/Finance
Eric Moyer's Altegris Investments Experience May 2012 - August 2012
Job Property Underwriter at Zurich North America
Industry Insurance
Experience
Zurich North America June 2013 - Present
Altegris Investments May 2012 - August 2012
Marsh & McLennan Companies, Inc. May 2011 - July 2011
Skills
Microsoft Excel
Education
Boston College 2009 — 2013
Bachelor of Arts, Economics
Loyola High School 2005 — 2009
Zurich North America June 2013 - Present
Altegris Investments May 2012 - August 2012
Marsh & McLennan Companies, Inc. May 2011 - July 2011
Skills
Microsoft Excel
Education
Boston College 2009 — 2013
Bachelor of Arts, Economics
Loyola High School 2005 — 2009
Alysia Gooden's Altegris Investments Experience October 2012 - January 2014
Job Supply Chain Business Operation Specialist at Raytheon
Industry Defense & Space
Experience
Raytheon September 2014 - Present
24 Hour Fitness January 2014 - July 2014
Student August 2010 - May 2014
Altegris Investments October 2012 - January 2014
Alpha Kappa Psi 2011 - 2014
Alpha Kappa Psi 2011 - 2014
Raytheon Missile Systems May 2011 - August 2012
Skills
Customer Service, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Research, Microsoft Excel, Leadership, Time Management, International Relations, Teamwork, Event Planning, Facebook, Spanish
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration
Sabino
Sabino
Raytheon September 2014 - Present
24 Hour Fitness January 2014 - July 2014
Student August 2010 - May 2014
Altegris Investments October 2012 - January 2014
Alpha Kappa Psi 2011 - 2014
Alpha Kappa Psi 2011 - 2014
Raytheon Missile Systems May 2011 - August 2012
Skills
Customer Service, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Research, Microsoft Excel, Leadership, Time Management, International Relations, Teamwork, Event Planning, Facebook, Spanish
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration
Sabino
Sabino
Dick Pfister, CAIA's Altegris Investments Experience June 1998 - November 2014
Job CEO & Founder
Industry Investment Management
Experience
AlphaCore Capital LLC February 2015 - Present
Altegris Investments June 1998 - November 2014
Skills
Hedge Funds, Managed Futures, Investment Strategies, Alternative Investments, Asset Allocation, Investments, Asset Management, Investment Management, Series 7, Trading, Mutual Funds, Financial Markets, Derivatives, Finance, Fund Of Funds, Global Macro, Options, Capital, Family Office, Portfolio Management, Institutional..., Fixed Income, FX Options, Equities, Currency, Hedging, Trading Strategies, ETFs, Commodity, Securities, Bloomberg, Trading Systems
Education
University of San Diego 1989 — 1993
Bachelor of Business Administration, Finance
Marinette High School 1984 — 1989
AlphaCore Capital LLC February 2015 - Present
Altegris Investments June 1998 - November 2014
Skills
Hedge Funds, Managed Futures, Investment Strategies, Alternative Investments, Asset Allocation, Investments, Asset Management, Investment Management, Series 7, Trading, Mutual Funds, Financial Markets, Derivatives, Finance, Fund Of Funds, Global Macro, Options, Capital, Family Office, Portfolio Management, Institutional..., Fixed Income, FX Options, Equities, Currency, Hedging, Trading Strategies, ETFs, Commodity, Securities, Bloomberg, Trading Systems
Education
University of San Diego 1989 — 1993
Bachelor of Business Administration, Finance
Marinette High School 1984 — 1989
Trevor J. Stuart Trevor J. Stuart's Altegris Investments Experience November 2010 - Present
Job Vice PresidentAlternative Investment Consultant at Altegris Investments
Industry
Experience
Altegris Investments November 2010 - Present
Skills
Alternative Investments, Hedge Funds, Asset Allocation
Education
Ohio Wesleyan University 1994 — 1998
Bachelor of Arts (BA)
Altegris Investments November 2010 - Present
Skills
Alternative Investments, Hedge Funds, Asset Allocation
Education
Ohio Wesleyan University 1994 — 1998
Bachelor of Arts (BA)
David Lien David Lien's Altegris Investments Experience December 2011 - Present
Job Vice President Regional Consultant at Altegris Investments
Industry Investment Management
Experience
Altegris Investments December 2011 - Present
JPMorgan Chase & Co. January 2011 - December 2011
McGladrey Capital Markets November 2007 - May 2010
MetLife 2004 - 2006
Skills
Alternative Investments, Series 7, Investments, Mutual Funds, Hedge Funds, Asset Allocation, Business Development, Portfolio Management, Fixed Income, Bloomberg, Equities, Series 63, Salesforce.com, Private Equity
Education
University of California, San Diego 1999 — 2003
Bachelor of Arts (BA), Economics
Altegris Investments December 2011 - Present
JPMorgan Chase & Co. January 2011 - December 2011
McGladrey Capital Markets November 2007 - May 2010
MetLife 2004 - 2006
Skills
Alternative Investments, Series 7, Investments, Mutual Funds, Hedge Funds, Asset Allocation, Business Development, Portfolio Management, Fixed Income, Bloomberg, Equities, Series 63, Salesforce.com, Private Equity
Education
University of California, San Diego 1999 — 2003
Bachelor of Arts (BA), Economics
David Sworder David Sworder's Altegris Investments Experience November 1991 - May 2005
Job Consultant at RJ O'Brien & Associates LLC
Industry Financial Services
Experience
RJ O'Brien & Associates LLC November 2014 - Present
CodeFanatic, Inc. 2003 - Present
AlphaMetrix May 2005 - October 2013
AlphaMetrix, LLC May 2005 - August 2011
Altegris Investments November 1991 - May 2005
Skills
Managed Futures, Hedge Funds, Trading, Alternative Investments, Software Development, Financial Platform..., Commodity Markets, Investments, Equities, Risk Management, Trading Systems, Options, Analysis, FX Options, Investment Strategies, Programming, Derivatives, Commodity, Finance
Education
University of California, San Diego 1991 — 1994
Economics
RJ O'Brien & Associates LLC November 2014 - Present
CodeFanatic, Inc. 2003 - Present
AlphaMetrix May 2005 - October 2013
AlphaMetrix, LLC May 2005 - August 2011
Altegris Investments November 1991 - May 2005
Skills
Managed Futures, Hedge Funds, Trading, Alternative Investments, Software Development, Financial Platform..., Commodity Markets, Investments, Equities, Risk Management, Trading Systems, Options, Analysis, FX Options, Investment Strategies, Programming, Derivatives, Commodity, Finance
Education
University of California, San Diego 1991 — 1994
Economics
Ozzie DiVinere Ozzie DiVinere's Altegris Investments Experience January 1992 - December 2011
Job CoFounder/President at ForwardMetrics
Industry Computer Software
Experience
ForwardMetrics January 2012 - Present
Altegris Investments January 1992 - December 2011
Skills
Investments, Marketing Strategy, Asset Managment, Business Development, Marketing, Strategic Planning, Integrated Marketing, Start-ups, Business Strategy, Entrepreneurship, Strategy, Asset Management, Sales, Management Consulting, Mergers & Acquisitions, Executive Management, New Business Development, Management, Budgets, Leadership, Business Planning, Leadership Development, Financial Analysis, Cross-functional Team..., Team Leadership, Online Marketing, Online Advertising, Coaching, Email Marketing, Analytics, Sales Management, Due Diligence, Risk Management, Finance, Strategic Consulting, Lead Generation, Marketing Communications, Product Development, Venture Capital, Team Building, Private Equity, Product Marketing, Market Analysis, Corporate Development, Competitive Analysis, CRM, Small Business, Product Management, Portfolio Management, Salesforce.com
Education
San Diego State University-California State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
ForwardMetrics January 2012 - Present
Altegris Investments January 1992 - December 2011
Skills
Investments, Marketing Strategy, Asset Managment, Business Development, Marketing, Strategic Planning, Integrated Marketing, Start-ups, Business Strategy, Entrepreneurship, Strategy, Asset Management, Sales, Management Consulting, Mergers & Acquisitions, Executive Management, New Business Development, Management, Budgets, Leadership, Business Planning, Leadership Development, Financial Analysis, Cross-functional Team..., Team Leadership, Online Marketing, Online Advertising, Coaching, Email Marketing, Analytics, Sales Management, Due Diligence, Risk Management, Finance, Strategic Consulting, Lead Generation, Marketing Communications, Product Development, Venture Capital, Team Building, Private Equity, Product Marketing, Market Analysis, Corporate Development, Competitive Analysis, CRM, Small Business, Product Management, Portfolio Management, Salesforce.com
Education
San Diego State University-California State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Greg Brucher Greg Brucher's Altegris Investments Experience April 2010 - Present
Job Vice President at Altegris Investments
Industry Financial Services
Experience
Altegris Investments April 2010 - Present
SMH Capital Advisors November 2008 - April 2010
Franklin Templeton Investments April 2006 - November 2008
Prudential Financial 2002 - 2006
GE Private Asset Management 2000 - 2002
AIG SunAmerica 1995 - 2000
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Due Diligence, ETFs, Equities, FINRA, Financial Modeling, Fixed Income, Fund Of Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Managed Futures, Mutual Funds, Portfolio Management, Private Equity, Separately Managed..., Series 24, Series 63, Series 65, Series 7, Wealth Management
Education
University of Arizona
Altegris Investments April 2010 - Present
SMH Capital Advisors November 2008 - April 2010
Franklin Templeton Investments April 2006 - November 2008
Prudential Financial 2002 - 2006
GE Private Asset Management 2000 - 2002
AIG SunAmerica 1995 - 2000
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Due Diligence, ETFs, Equities, FINRA, Financial Modeling, Fixed Income, Fund Of Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Managed Futures, Mutual Funds, Portfolio Management, Private Equity, Separately Managed..., Series 24, Series 63, Series 65, Series 7, Wealth Management
Education
University of Arizona
Amy J. Bennett Amy J. Bennett's Altegris Investments Experience March 2012 - December 2013
Job Director, Marketing, Impact Assets
Industry Marketing and Advertising
Experience
Impact Assets March 2015 - Present
Altegris Investments March 2012 - December 2013
Guggenheim Investments February 2011 - February 2012
Barclays Global Investors June 2005 - January 2010
Malcolm H. Gissen & Associates December 2004 - June 2005
IBM Business Consulting Services July 2000 - December 2004
GE Capital July 1999 - December 2000
IBM Business Consulting Services November 1998 - June 1999
MBA Enterprise Corps July 1997 - October 1998
Skills
Asset Management, Management, Strategy, Business Development, Investments, ETFs, Mergers & Acquisitions, Financial Services, Valuation, Portfolio Management, Product Management, Marketing Strategy, Risk Management, Mutual Funds, Sales, Sales Operations, Asset Allocation, Direct Marketing, Analytics, Alternative Investments, Hedge Funds, Series 7, Integrated Marketing, Fixed Income, Strategic Planning, Social Media Marketing, Online Advertising, Product Marketing, Brand Management, Customer Experience, Digital Marketing, Cross-functional Team..., Digital Media, Team Management, Marketing, Leadership, Finance, Equities, Business Strategy, Consulting, Public Relations, Multi-channel Marketing, Social Media, Program Management
Education
Thunderbird School of Global Management 1996 — 1997
MBA
Impact Assets March 2015 - Present
Altegris Investments March 2012 - December 2013
Guggenheim Investments February 2011 - February 2012
Barclays Global Investors June 2005 - January 2010
Malcolm H. Gissen & Associates December 2004 - June 2005
IBM Business Consulting Services July 2000 - December 2004
GE Capital July 1999 - December 2000
IBM Business Consulting Services November 1998 - June 1999
MBA Enterprise Corps July 1997 - October 1998
Skills
Asset Management, Management, Strategy, Business Development, Investments, ETFs, Mergers & Acquisitions, Financial Services, Valuation, Portfolio Management, Product Management, Marketing Strategy, Risk Management, Mutual Funds, Sales, Sales Operations, Asset Allocation, Direct Marketing, Analytics, Alternative Investments, Hedge Funds, Series 7, Integrated Marketing, Fixed Income, Strategic Planning, Social Media Marketing, Online Advertising, Product Marketing, Brand Management, Customer Experience, Digital Marketing, Cross-functional Team..., Digital Media, Team Management, Marketing, Leadership, Finance, Equities, Business Strategy, Consulting, Public Relations, Multi-channel Marketing, Social Media, Program Management
Education
Thunderbird School of Global Management 1996 — 1997
MBA
Lara (Branton) Magnusen, CAIA Lara (Branton) Magnusen, CAIA's Altegris Investments Experience November 2008 - July 2010
Job Portfolio Manager, Portfolio Strategist at Altegris Advisors
Industry Financial Services
Experience
Altegris Advisors November 2014 - Present
Altegris Advisors January 2012 - Present
Altegris Advisors July 2010 - December 2011
Altegris Investments November 2008 - July 2010
Cabezon Capital June 2008 - November 2008
Altegris Investments October 2005 - May 2008
MAG Capital 2005 - 2005
Helix Investment Partners 2003 - 2005
Goldman Sachs & Co 1999 - 2003
Skills
Asset Managment, Equities, Asset Management, Hedge Funds, Investments, Private Equity, Alternative Investments, Fund Of Funds, Strategy, Asset Allocation, Fixed Income, Financial Modeling
Education
University of California, Berkeley 1995 — 1999
BA, Economics, Business Admin
University of California, San Diego - The Rady School of Management 2005 — 2007
MBA
UC High
Altegris Advisors November 2014 - Present
Altegris Advisors January 2012 - Present
Altegris Advisors July 2010 - December 2011
Altegris Investments November 2008 - July 2010
Cabezon Capital June 2008 - November 2008
Altegris Investments October 2005 - May 2008
MAG Capital 2005 - 2005
Helix Investment Partners 2003 - 2005
Goldman Sachs & Co 1999 - 2003
Skills
Asset Managment, Equities, Asset Management, Hedge Funds, Investments, Private Equity, Alternative Investments, Fund Of Funds, Strategy, Asset Allocation, Fixed Income, Financial Modeling
Education
University of California, Berkeley 1995 — 1999
BA, Economics, Business Admin
University of California, San Diego - The Rady School of Management 2005 — 2007
MBA
UC High
Greg Vavoules's Altegris Investments Experience December 2009 - August 2010
Job Pricing & Contracts Analyst at NuVasive
Industry Medical Devices
Experience
NuVasive November 2013 - Present
CareFusion May 2012 - November 2013
Alere, Inc. April 2011 - August 2011
Altegris Investments December 2009 - August 2010
Canon, Inc. July 2008 - June 2009
Skills
SQL, Access, SPSS, Excel, Word, PowerPoint, Greek, Microsoft Office, French, Microsoft Word, Management, Business Analysis, Microsoft Excel, Market Research, Forecasting, Project Management, Data Analysis, Strategic Planning, Strategy, Analytics, Analysis, SAP, Financial Modeling
Education
Pepperdine University 2010 — 2012
MBA, Entrepreneurship with SEER Certificate
Boston College 2004 — 2008
BS, Finance, Marketing, Operations Management
NuVasive November 2013 - Present
CareFusion May 2012 - November 2013
Alere, Inc. April 2011 - August 2011
Altegris Investments December 2009 - August 2010
Canon, Inc. July 2008 - June 2009
Skills
SQL, Access, SPSS, Excel, Word, PowerPoint, Greek, Microsoft Office, French, Microsoft Word, Management, Business Analysis, Microsoft Excel, Market Research, Forecasting, Project Management, Data Analysis, Strategic Planning, Strategy, Analytics, Analysis, SAP, Financial Modeling
Education
Pepperdine University 2010 — 2012
MBA, Entrepreneurship with SEER Certificate
Boston College 2004 — 2008
BS, Finance, Marketing, Operations Management
Pedram Yazdanfar Pedram Yazdanfar's Altegris Investments Experience June 2011 - December 2012
Job Trader
Industry Investment Management
Experience
Altegris Investments June 2011 - December 2012
Proprietary Trader June 2008 - June 2011
Independence Capital Management August 2007 - July 2008
AG Edwards Inc April 2007 - July 2007
Skills
Alternative Investments, Hedge Funds, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Equities, Trading, Asset Managment, Fixed Income, Bloomberg, Asset Management, Risk Management, FINRA, Managed Futures, Mutual Funds, Trading Strategies, Commodity, Derivatives, Options, ETFs, Investment Management
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance, 3.6
Altegris Investments June 2011 - December 2012
Proprietary Trader June 2008 - June 2011
Independence Capital Management August 2007 - July 2008
AG Edwards Inc April 2007 - July 2007
Skills
Alternative Investments, Hedge Funds, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Equities, Trading, Asset Managment, Fixed Income, Bloomberg, Asset Management, Risk Management, FINRA, Managed Futures, Mutual Funds, Trading Strategies, Commodity, Derivatives, Options, ETFs, Investment Management
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance, 3.6
Jaime Dirr Jaime Dirr's Altegris Investments Experience June 2002 - January 2008
Job Creative Senior Account Manager
Industry Design
Experience
PwC March 2014 - Present
Design is Fun, LLC 2009 - Present
PwC August 2011 - March 2014
St. Jude Medical January 2008 - March 2011
Altegris Investments June 2002 - January 2008
Man Financial, Inc October 1999 - June 2002
Skills
Creative Direction, Marketing Communications, Graphic Design, Corporate Identity, Corporate Branding, Brand Development, Brand Management, Adobe Creative Suite, Typography, Logo Design, User Experience, Web Design, Project Management, Copy Editing, Advertising, Layout, Integrated Marketing, Graphics, Marketing, Brochures, Copywriting, Adobe Acrobat, Art Direction, Interaction Design, Concept Development, Creative Strategy, InDesign, User Interface Design, Illustrator
Education
University of Arizona 1995 — 1999
Bachelor of Fine Arts, Visual Communications
monte vista highschool 1991 — 1994
PwC March 2014 - Present
Design is Fun, LLC 2009 - Present
PwC August 2011 - March 2014
St. Jude Medical January 2008 - March 2011
Altegris Investments June 2002 - January 2008
Man Financial, Inc October 1999 - June 2002
Skills
Creative Direction, Marketing Communications, Graphic Design, Corporate Identity, Corporate Branding, Brand Development, Brand Management, Adobe Creative Suite, Typography, Logo Design, User Experience, Web Design, Project Management, Copy Editing, Advertising, Layout, Integrated Marketing, Graphics, Marketing, Brochures, Copywriting, Adobe Acrobat, Art Direction, Interaction Design, Concept Development, Creative Strategy, InDesign, User Interface Design, Illustrator
Education
University of Arizona 1995 — 1999
Bachelor of Fine Arts, Visual Communications
monte vista highschool 1991 — 1994
Brendan Finn Brendan Finn's Altegris Investments Experience June 2011 - Present
Job Director Strategic Relationships at Altegris Investments
Industry Financial Services
Experience
Altegris Investments June 2011 - Present
Dreyfus / BNY Mellon February 2008 - 2011
Dreyfus Investments August 2006 - January 2008
Citigroup / MetLife March 2005 - June 2006
Citigroup January 2001 - March 2005
Robb, Peck, McCooey Specialists Corporation 1995 - 1998
Skills
SMA, Alternative Investments, Mutual Funds, Fixed Income, Financial Advisory, Sales Process, Equities, Asset Management, Retirement Planning, Financial Services, Investments, Separately Managed..., Trading, Bonds, Asset Allocation, Series 63, Series 7, Strategic Relationships
Education
University of Delaware 1995 — 2000
BA, History
Glen Rock High School 1990 — 1995
Altegris Investments June 2011 - Present
Dreyfus / BNY Mellon February 2008 - 2011
Dreyfus Investments August 2006 - January 2008
Citigroup / MetLife March 2005 - June 2006
Citigroup January 2001 - March 2005
Robb, Peck, McCooey Specialists Corporation 1995 - 1998
Skills
SMA, Alternative Investments, Mutual Funds, Fixed Income, Financial Advisory, Sales Process, Equities, Asset Management, Retirement Planning, Financial Services, Investments, Separately Managed..., Trading, Bonds, Asset Allocation, Series 63, Series 7, Strategic Relationships
Education
University of Delaware 1995 — 2000
BA, History
Glen Rock High School 1990 — 1995
Jessica Powers Jessica Powers's Altegris Investments Experience June 2010 - September 2011
Job Account Director Human Resources at CEB
Industry Capital Markets
Experience
CEB June 2014 - Present
Attain Capital Management November 2011 - Present
Altegris Investments June 2010 - September 2011
Lehman Brothers January 2006 - August 2008
Man Financial April 2005 - January 2006
UBS Financial Services Inc September 2004 - April 2005
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Bloomberg, Managed Futures, Bonds, Microsoft Excel, Research, Risk Management, Product Development, Marketing, National Account Sales, Relationship Management, Institutional Sales, Due Diligence, PowerPoint, Fixed Income Products, Modeling Portfolios, Commodity Pools, Spread Trading, Series 7, Series 63, Trading, Negotiation, Asset Allocation, Investments, Commodity, Mutual Funds, Wealth Management
Education
University of San Diego 2009 — 2011
MBA, Finance and International Business, 3.97
Miami University
Bachelor of Science, BusinessFinance; international business and business law emphasis's); Marketing
CEB June 2014 - Present
Attain Capital Management November 2011 - Present
Altegris Investments June 2010 - September 2011
Lehman Brothers January 2006 - August 2008
Man Financial April 2005 - January 2006
UBS Financial Services Inc September 2004 - April 2005
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Bloomberg, Managed Futures, Bonds, Microsoft Excel, Research, Risk Management, Product Development, Marketing, National Account Sales, Relationship Management, Institutional Sales, Due Diligence, PowerPoint, Fixed Income Products, Modeling Portfolios, Commodity Pools, Spread Trading, Series 7, Series 63, Trading, Negotiation, Asset Allocation, Investments, Commodity, Mutual Funds, Wealth Management
Education
University of San Diego 2009 — 2011
MBA, Finance and International Business, 3.97
Miami University
Bachelor of Science, BusinessFinance; international business and business law emphasis's); Marketing
Vance Barse Vance Barse's Altegris Investments Experience January 2011 - August 2013
Job Financial Advisor
Industry Investment Management
Experience
Manning Wealth Management March 2015 - Present
Kopernik Global Investors September 2013 - February 2014
Altegris Investments January 2011 - August 2013
Altegris Investments January 2008 - December 2010
Altegris Investments July 2007 - December 2007
Pyrysys August 2004 - December 2006
Pyrysys February 2004 - July 2004
Allied Counseling Group March 2002 - February 2004
Skills
Alternative Investments, Hedge Funds, Investments, Investment Advisory, Separately Managed..., Asset Management, Series 7, FINRA, Series 24, Public Speaking, Managed Futures, Business Development, Series 63, Investment Strategies, Private Placements, Series 3, Territory Management, Leadership, Sales, Budget, Wholesale, Asset Managment, Territory Growth
Education
University of Maryland College Park 2000 — 2003
Bachelor of Science (B.S.), Neurobiology and Neurosciences, 3.8
Manning Wealth Management March 2015 - Present
Kopernik Global Investors September 2013 - February 2014
Altegris Investments January 2011 - August 2013
Altegris Investments January 2008 - December 2010
Altegris Investments July 2007 - December 2007
Pyrysys August 2004 - December 2006
Pyrysys February 2004 - July 2004
Allied Counseling Group March 2002 - February 2004
Skills
Alternative Investments, Hedge Funds, Investments, Investment Advisory, Separately Managed..., Asset Management, Series 7, FINRA, Series 24, Public Speaking, Managed Futures, Business Development, Series 63, Investment Strategies, Private Placements, Series 3, Territory Management, Leadership, Sales, Budget, Wholesale, Asset Managment, Territory Growth
Education
University of Maryland College Park 2000 — 2003
Bachelor of Science (B.S.), Neurobiology and Neurosciences, 3.8
Rakhi (Honey) Garg Rakhi (Honey) Garg's Altegris Investments Experience March 2013 - June 2013
Job Associate at CWC HealthTech Advisors
Industry Venture Capital & Private Equity
Experience
CWC HealthTech Advisors February 2014 - Present
VDOT January 2014 - June 2014
Rady Venture Fund September 2013 - June 2014
Sense4Baby, Inc. (Acquired by AirStrip) June 2013 - January 2014
Frontier Market Asset Management June 2013 - September 2013
Altegris Investments March 2013 - June 2013
Holistic Health Center 2005 - November 2006
Rishikul Government Ayurvedic College & Hospital August 2004 - January 2005
Rishikul Government Ayurvedic College & Hospital January 2004 - June 2004
Doon Hospital July 2003 - December 2003
Skills
Competitive Analysis, Finance, Equity Research, Valuation, Investments, Venture Capital, Portfolio Management, Holistic Health, Market Research, Equity Research Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Budget Process, Investment Management, Start-ups, Business Development, Due Diligence, New Business Development, Business Strategy, Leadership, Management, Business Planning
Education
University of California, San Diego - The Rady School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Apollo Hospital 2004 — 2005
Post Graduate Diploma in Holistic Health Care
Rishikul Govt. Ayurvedic College
Bachelor of Ayurvedic Medicine & Surgery (BAMS), Healthcare, 3.87/4.0
CWC HealthTech Advisors February 2014 - Present
VDOT January 2014 - June 2014
Rady Venture Fund September 2013 - June 2014
Sense4Baby, Inc. (Acquired by AirStrip) June 2013 - January 2014
Frontier Market Asset Management June 2013 - September 2013
Altegris Investments March 2013 - June 2013
Holistic Health Center 2005 - November 2006
Rishikul Government Ayurvedic College & Hospital August 2004 - January 2005
Rishikul Government Ayurvedic College & Hospital January 2004 - June 2004
Doon Hospital July 2003 - December 2003
Skills
Competitive Analysis, Finance, Equity Research, Valuation, Investments, Venture Capital, Portfolio Management, Holistic Health, Market Research, Equity Research Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Budget Process, Investment Management, Start-ups, Business Development, Due Diligence, New Business Development, Business Strategy, Leadership, Management, Business Planning
Education
University of California, San Diego - The Rady School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Apollo Hospital 2004 — 2005
Post Graduate Diploma in Holistic Health Care
Rishikul Govt. Ayurvedic College
Bachelor of Ayurvedic Medicine & Surgery (BAMS), Healthcare, 3.87/4.0
Sandra Shi Sandra Shi's Altegris Investments Experience February 2013 - April 2014
Job Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2014 - Present
Guggenheim Partners July 2014 - September 2014
Altegris Investments February 2013 - April 2014
Dorchester Capital January 2012 - February 2013
Barrington Wilshire Partner October 2011 - December 2011
UCLA Anderson School of Management January 2011 - December 2011
First Quadrant June 2011 - August 2011
Municipal Securities Rulemaking Board July 2008 - January 2011
Lockheed Martin 2004 - 2008
Skills
Chartered Financial..., Passed CFA Level I, Passed FRM Level I, Quantitative Analytics, Portfolio Management, Trading, Analysis, Programming, Financial Analysis, Fixed Income, Asset Management, Statistics, Data Analysis, Statistical Modeling, Equities, Matlab
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2011
Master of Financial Engineering, Financial Engineering
University of Alabama at Birmingham 2002 — 2004
Master, Computer Science
Shanghai Jiao Tong University 1997 — 2001
Bachelor, Computer Science
Shanghai No.3 Girls Middle/High School 1991 — 1997
Western Asset Management October 2014 - Present
Guggenheim Partners July 2014 - September 2014
Altegris Investments February 2013 - April 2014
Dorchester Capital January 2012 - February 2013
Barrington Wilshire Partner October 2011 - December 2011
UCLA Anderson School of Management January 2011 - December 2011
First Quadrant June 2011 - August 2011
Municipal Securities Rulemaking Board July 2008 - January 2011
Lockheed Martin 2004 - 2008
Skills
Chartered Financial..., Passed CFA Level I, Passed FRM Level I, Quantitative Analytics, Portfolio Management, Trading, Analysis, Programming, Financial Analysis, Fixed Income, Asset Management, Statistics, Data Analysis, Statistical Modeling, Equities, Matlab
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2011
Master of Financial Engineering, Financial Engineering
University of Alabama at Birmingham 2002 — 2004
Master, Computer Science
Shanghai Jiao Tong University 1997 — 2001
Bachelor, Computer Science
Shanghai No.3 Girls Middle/High School 1991 — 1997
Stephanie Williams, CAIA's Altegris Investments Experience March 2009 - Present
Job Alternative Investment Consultant
Industry Financial Services
Experience
Altegris Investments March 2009 - Present
Argus Realty Investors, L.P. June 2007 - October 2008
Skills
Hedge Funds, Alternative Investments, Series 7, Managed Futures, Chartered Alternative..., Real Estate, CAIA
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Oxford University 2006 — 2006
International Studies Summer Program, International Studies
Altegris Investments March 2009 - Present
Argus Realty Investors, L.P. June 2007 - October 2008
Skills
Hedge Funds, Alternative Investments, Series 7, Managed Futures, Chartered Alternative..., Real Estate, CAIA
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Oxford University 2006 — 2006
International Studies Summer Program, International Studies
Peter Gross's Altegris Investments Experience February 2012 - Present
Job Regional Consultant at Altegris Investments
Industry Financial Services
Experience
Altegris Investments February 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) July 2007 - November 2010
Holden Brothers, Incorporated October 2006 - March 2007
Skills
Alternative Investments, Separately Managed..., Series 63, Mutual Funds, Series 7, Series 65, Series 6, Institutional Investors, Fixed Annuities, Retirement, Asset Allocation, 401k, Series 24, Variable Annuities, FINRA, Institutional..., Securities, Wealth Management, Investments, Investment Strategies, Retirement Planning, Investment Advisory
Education
University of Delaware 2004 — 2006
Bachelor's degree
University of Delaware 2002 — 2006
Bachelor, English
Altegris Investments February 2012 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - November 2011
John Hancock Life Insurance Company (U.S.A.) July 2007 - November 2010
Holden Brothers, Incorporated October 2006 - March 2007
Skills
Alternative Investments, Separately Managed..., Series 63, Mutual Funds, Series 7, Series 65, Series 6, Institutional Investors, Fixed Annuities, Retirement, Asset Allocation, 401k, Series 24, Variable Annuities, FINRA, Institutional..., Securities, Wealth Management, Investments, Investment Strategies, Retirement Planning, Investment Advisory
Education
University of Delaware 2004 — 2006
Bachelor's degree
University of Delaware 2002 — 2006
Bachelor, English
Laurèn DeMates's Altegris Investments Experience July 2009 - June 2012
Job Research Associate at Lawrence Berkeley National Laboratory
Industry Renewables & Environment
Experience
Lawrence Berkeley National Laboratory December 2014 - Present
ESG Analytics (Acquired by Sustainalytics in 2015) November 2013 - November 2014
Malk Sustainability Partners, LLC October 2012 - September 2013
Forum Empresa June 2012 - August 2012
Altegris Investments July 2009 - June 2012
Skills
Sustainability, Spanish, International..., Corporate Social..., Microsoft Excel, International Relations, Stata, Microsoft Office, Climate Change, SPSS, Goldmine, GIS, Energy Efficiency, Salesforce, LEED, Analysis, Project Management, Research, Policy Analysis, Data Analysis, Sustainable Development
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2011 — 2013
Master of Pacific International Affairs, International Environmental Policy & Latin America
California Polytechnic State University-San Luis Obispo 2006 — 2009
2009, Social Sciences
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2007 — 2007
Lawrence Berkeley National Laboratory December 2014 - Present
ESG Analytics (Acquired by Sustainalytics in 2015) November 2013 - November 2014
Malk Sustainability Partners, LLC October 2012 - September 2013
Forum Empresa June 2012 - August 2012
Altegris Investments July 2009 - June 2012
Skills
Sustainability, Spanish, International..., Corporate Social..., Microsoft Excel, International Relations, Stata, Microsoft Office, Climate Change, SPSS, Goldmine, GIS, Energy Efficiency, Salesforce, LEED, Analysis, Project Management, Research, Policy Analysis, Data Analysis, Sustainable Development
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2011 — 2013
Master of Pacific International Affairs, International Environmental Policy & Latin America
California Polytechnic State University-San Luis Obispo 2006 — 2009
2009, Social Sciences
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2007 — 2007
Morgan Ryan Morgan Ryan's Altegris Investments Experience August 2012 - September 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Altegris Investments August 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Social Networking, Social Media, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Customer Service, Public Speaking
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts, Business Economics
Fidelity Investments September 2013 - Present
Altegris Investments August 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Social Networking, Social Media, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Customer Service, Public Speaking
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts, Business Economics
Lauren Stuart's Altegris Investments Experience October 2009 - August 2011
Job Marketing Manager at Brookfield Residential
Industry Real Estate
Experience
Brookfield Residential April 2014 - Present
Brookfield Residential September 2011 - March 2014
Altegris Investments October 2009 - August 2011
Seattle Models Guild 2008 - 2009
Skills
Outlook, PowerPoint, Customer Relations, Word, Excel, Annual Reports, Accounting, Budgeting, Blogging, Databases, Event Planning, Online Marketing, Social Media, Photoshop, Planning, Microsoft Excel, Microsoft Word
Education
Interior Designers Institute 2013 — 2013
Certificate, Interior Design
University of Colorado at Boulder 2004 — 2008
Communication
Griffith University Australia 2007 — 2007
Study Abroad
Brookfield Residential April 2014 - Present
Brookfield Residential September 2011 - March 2014
Altegris Investments October 2009 - August 2011
Seattle Models Guild 2008 - 2009
Skills
Outlook, PowerPoint, Customer Relations, Word, Excel, Annual Reports, Accounting, Budgeting, Blogging, Databases, Event Planning, Online Marketing, Social Media, Photoshop, Planning, Microsoft Excel, Microsoft Word
Education
Interior Designers Institute 2013 — 2013
Certificate, Interior Design
University of Colorado at Boulder 2004 — 2008
Communication
Griffith University Australia 2007 — 2007
Study Abroad
Lisa Cutuli's Altegris Investments Experience January 2009 - March 2015
Job Business Development
Industry Investment Management
Experience
GrizzlyRock Capital, LLC March 2015 - Present
Vivaldi Asset Management March 2015 - Present
Altegris Investments January 2009 - March 2015
Skills
Alternative Investments, Asset Management, Asset Allocation, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Equities, Investment Strategies, Series 7, Wealth Management, Fixed Income, Series 63, Investment Advisory, Securities
Education
San Diego State University-California State University
Bachelor of Science (BS), Biology
San Diego State University-California State University
Bachelor of Science (B.S.), Biology
GrizzlyRock Capital, LLC March 2015 - Present
Vivaldi Asset Management March 2015 - Present
Altegris Investments January 2009 - March 2015
Skills
Alternative Investments, Asset Management, Asset Allocation, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Equities, Investment Strategies, Series 7, Wealth Management, Fixed Income, Series 63, Investment Advisory, Securities
Education
San Diego State University-California State University
Bachelor of Science (BS), Biology
San Diego State University-California State University
Bachelor of Science (B.S.), Biology
Johannes L. van Niekerk Johannes L. van Niekerk's Altegris Investments Experience March 2012 - January 2013
Job Financial Operations
Industry Financial Services
Experience
Madison Avenue Securities August 2013 - Present
CrossFit SoCal June 2013 - Present
Altegris Investments March 2012 - January 2013
ITC Scuba July 2006 - February 2012
Scottrade December 2010 - September 2011
McCormick Ambulance August 2006 - August 2009
Nava's Designs June 2005 - July 2006
Skills
Team Leadership, Research, Microsoft Excel, Business Solutions, Word, Excel, PowerPoint, Stata, US GAAP, QuickBooks, Attention To Detail, Able To Multi-task, Time Management, Accounts Payable, Accounts Receivable, Goldmine, Adobe Acrobat, NetX360, Marketing Strategy, Budget Process, Client Development, Manage Client..., Client Presentation, Sales Presentations, Coaching, Business Analytics, Financial Analysis, Employee Training, Hands-on Training, Technical Training, Microsoft Word, Microsoft Office, Analysis, Public Speaking, Investments, Communication, Leadership, Customer Service, Management
Education
University of California, San Diego 2009 — 2011
B.A., Economics
Madison Avenue Securities August 2013 - Present
CrossFit SoCal June 2013 - Present
Altegris Investments March 2012 - January 2013
ITC Scuba July 2006 - February 2012
Scottrade December 2010 - September 2011
McCormick Ambulance August 2006 - August 2009
Nava's Designs June 2005 - July 2006
Skills
Team Leadership, Research, Microsoft Excel, Business Solutions, Word, Excel, PowerPoint, Stata, US GAAP, QuickBooks, Attention To Detail, Able To Multi-task, Time Management, Accounts Payable, Accounts Receivable, Goldmine, Adobe Acrobat, NetX360, Marketing Strategy, Budget Process, Client Development, Manage Client..., Client Presentation, Sales Presentations, Coaching, Business Analytics, Financial Analysis, Employee Training, Hands-on Training, Technical Training, Microsoft Word, Microsoft Office, Analysis, Public Speaking, Investments, Communication, Leadership, Customer Service, Management
Education
University of California, San Diego 2009 — 2011
B.A., Economics
Ashish Dasaur Ashish Dasaur's Altegris Investments Experience March 2011 - June 2012
Job Sr. Risk Analyst at Beach Point Capital Management
Industry Investment Management
Experience
Beach Point Capital Management February 2014 - Present
Beach Point Capital Management July 2012 - February 2014
Altegris Investments March 2011 - June 2012
PAAMCO September 2007 - April 2011
Deloitte Consulting July 2006 - September 2007
Skills
Hedge Funds, Portfolio Management, Investments, Analysis, Performance Attribution, Asset Allocation, Fixed Income, Asset Management, Equities, Systematic, Derivatives, Financial Modeling, Mutual Funds, Options, Financial Markets, Risk, Risk Management, Securities, Hedging, Portfolios, Alternative Investments, Debt, Fund Of Funds, Investment Strategies, Credit, Mathematics, VBA, Analytics, SQL, Credit Risk, Commodity, Bonds, Financial Risk, Investment Management
Education
University of California, Irvine 2003 — 2006
BS, Information and Computer Science
Cypress HS
Beach Point Capital Management February 2014 - Present
Beach Point Capital Management July 2012 - February 2014
Altegris Investments March 2011 - June 2012
PAAMCO September 2007 - April 2011
Deloitte Consulting July 2006 - September 2007
Skills
Hedge Funds, Portfolio Management, Investments, Analysis, Performance Attribution, Asset Allocation, Fixed Income, Asset Management, Equities, Systematic, Derivatives, Financial Modeling, Mutual Funds, Options, Financial Markets, Risk, Risk Management, Securities, Hedging, Portfolios, Alternative Investments, Debt, Fund Of Funds, Investment Strategies, Credit, Mathematics, VBA, Analytics, SQL, Credit Risk, Commodity, Bonds, Financial Risk, Investment Management
Education
University of California, Irvine 2003 — 2006
BS, Information and Computer Science
Cypress HS
Steve Jensen Steve Jensen's Altegris Investments Experience May 2011 - October 2013
Job Managing Principal & CEO at JC Investments
Industry Financial Services
Experience
JC-Investments February 2014 - Present
Academy Securities January 2014 - Present
J.D. Mellberg Financial March 2014 - February 2015
Altegris Investments May 2011 - October 2013
Fisher Investments August 2006 - July 2010
Comerica January 2006 - September 2006
Skills
Equities, Fixed Income, Alternative Investments, Investments, Hedge Funds, Financial Modeling, Investment Management, Series 7, Wealth Management, Venture Capital
Education
Dartmouth College 2001 — 2005
BA, Government
Tuck School of Business at Dartmouth
Bridge Program, Finance
University of San Diego School of Business
MBA, Finance
University of San Diego's Burnham-Moores School of Real Estate
Masters, Real Estate
JC-Investments February 2014 - Present
Academy Securities January 2014 - Present
J.D. Mellberg Financial March 2014 - February 2015
Altegris Investments May 2011 - October 2013
Fisher Investments August 2006 - July 2010
Comerica January 2006 - September 2006
Skills
Equities, Fixed Income, Alternative Investments, Investments, Hedge Funds, Financial Modeling, Investment Management, Series 7, Wealth Management, Venture Capital
Education
Dartmouth College 2001 — 2005
BA, Government
Tuck School of Business at Dartmouth
Bridge Program, Finance
University of San Diego School of Business
MBA, Finance
University of San Diego's Burnham-Moores School of Real Estate
Masters, Real Estate
Zachary Lash, CFA Zachary Lash, CFA's Altegris Investments Experience October 2013 - December 2014
Job Research Analyst at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management January 2015 - Present
Altegris Investments October 2013 - December 2014
Commonwealth Financial Network February 2011 - February 2013
Commonwealth Financial Network August 2010 - January 2011
Education
University of New Hampshire 2006 — 2010
Bachelor of Science (BS), Business Administration
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science (BS), Finance and Marketing
Gupta Wealth Management January 2015 - Present
Altegris Investments October 2013 - December 2014
Commonwealth Financial Network February 2011 - February 2013
Commonwealth Financial Network August 2010 - January 2011
Education
University of New Hampshire 2006 — 2010
Bachelor of Science (BS), Business Administration
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science (BS), Finance and Marketing
Christopher Lynch's Altegris Investments Experience August 2007 - March 2008
Job Managing Partner at Everyday California
Industry Sports
Experience
Everyday California November 2010 - Present
Lynch Investment Management March 2005 - October 2010
Altegris Investments August 2007 - March 2008
Wachovia Securities Financial Network 2006 - 2007
Skills
Entrepreneurship, Marketing, Social Media Marketing, Management, Online Marketing, Account Management, Social Networking, New Business Development, Sales Management, Customer Service, Sales, Marketing Strategy, Advertising, Digital Media, Budgets, Hospitality, Online Advertising, Start-ups, Strategic Partnerships, Market Research, Email Marketing, Brand Development, Social Media, Leadership, Strategic Planning, Television
Education
San Diego State University-California State University 2003 — 2008
BA, International Economics
Semester at Sea 2006 — 2006
University of Pittsburgh, International/Global Studies
Everyday California November 2010 - Present
Lynch Investment Management March 2005 - October 2010
Altegris Investments August 2007 - March 2008
Wachovia Securities Financial Network 2006 - 2007
Skills
Entrepreneurship, Marketing, Social Media Marketing, Management, Online Marketing, Account Management, Social Networking, New Business Development, Sales Management, Customer Service, Sales, Marketing Strategy, Advertising, Digital Media, Budgets, Hospitality, Online Advertising, Start-ups, Strategic Partnerships, Market Research, Email Marketing, Brand Development, Social Media, Leadership, Strategic Planning, Television
Education
San Diego State University-California State University 2003 — 2008
BA, International Economics
Semester at Sea 2006 — 2006
University of Pittsburgh, International/Global Studies
Ashley Cheung Ashley Cheung's Altegris Investments Experience 2010 - 2011
Job Program Associate, Standards, Assessments, Accountability at the Council of Chief State School Officers
Industry Public Policy
Experience
Council of Chief State School Officers June 2013 - Present
IEL, Education Policy Fellowship Program September 2013 - May 2014
Alliance for Excellent Education January 2013 - April 2013
SEIU May 2012 - January 2013
Third Way January 2012 - May 2012
Altegris Investments 2010 - 2011
ABC News September 2009 - April 2010
Skills
Research, Social Media, Editing, Public Speaking, Public Policy, Politics, Government, Media Relations, Qualitative Research, Event Planning, Policy, Capacity Building, Stata, Community Outreach, Nonprofits, SPSS, Program Evaluation, Policy Analysis
Education
The George Washington University 2011 — 2013
Master of Public Policy (MPP)
University of California, San Diego 2006 — 2010
BA
San Ramon Valley High School
Council of Chief State School Officers June 2013 - Present
IEL, Education Policy Fellowship Program September 2013 - May 2014
Alliance for Excellent Education January 2013 - April 2013
SEIU May 2012 - January 2013
Third Way January 2012 - May 2012
Altegris Investments 2010 - 2011
ABC News September 2009 - April 2010
Skills
Research, Social Media, Editing, Public Speaking, Public Policy, Politics, Government, Media Relations, Qualitative Research, Event Planning, Policy, Capacity Building, Stata, Community Outreach, Nonprofits, SPSS, Program Evaluation, Policy Analysis
Education
The George Washington University 2011 — 2013
Master of Public Policy (MPP)
University of California, San Diego 2006 — 2010
BA
San Ramon Valley High School
Sofiya Zhovnovataya Sofiya Zhovnovataya's Altegris Investments Experience February 2011 - August 2013
Job PartnerDivisional Sales Associate at Kopernik Global Investors
Industry Investment Management
Experience
Kopernik Global Investors September 2013 - Present
Altegris Investments February 2011 - August 2013
UBS International Division April 2008 - December 2010
UBS Financial Services July 2007 - April 2008
PA Consulting Group June 2006 - August 2006
Skills
Portfolio Management, Mutual Funds, Series 7, Alternative Investments, Financial Analysis, Strategic Financial..., Financial Services, Financial Markets, Bonds, Relationship Management, Marketing, Asset Allocation, Leadership, Equities, Finance, Hedge Funds, Investment Strategies, Financial Modeling, Asset Management, Investments, Diversification, Sales
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science, Business, Spanish Language and Literature
Universidad Carlos III 2006 — 2006
Spanish Language and Literature
Kopernik Global Investors September 2013 - Present
Altegris Investments February 2011 - August 2013
UBS International Division April 2008 - December 2010
UBS Financial Services July 2007 - April 2008
PA Consulting Group June 2006 - August 2006
Skills
Portfolio Management, Mutual Funds, Series 7, Alternative Investments, Financial Analysis, Strategic Financial..., Financial Services, Financial Markets, Bonds, Relationship Management, Marketing, Asset Allocation, Leadership, Equities, Finance, Hedge Funds, Investment Strategies, Financial Modeling, Asset Management, Investments, Diversification, Sales
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science, Business, Spanish Language and Literature
Universidad Carlos III 2006 — 2006
Spanish Language and Literature
Christopher McCool's Altegris Investments Experience September 2012 - Present
Job Vice President Northeast Regional Director at Altegris Investments
Industry Investment Management
Experience
Altegris Investments September 2012 - Present
Bennett Group Financial Services, LLC July 2011 - September 2012
Eaton Vance January 2004 - July 2011
Fidelity Investments January 2001 - January 2004
Skills
Series 63, Series 7, Mutual Funds, Series 6, Series 65, Alternative Investments, Asset Allocation, Wealth Management, Asset Managment, Investments, Securities, Investment Strategies, Hedge Funds, Investment Advisory, Investment Management, Separately Managed..., Financial Services, Relationship Management, Private Equity, Investor Relations, Institutional Sales, Financial Analysis, Fund Of Funds, Wholesale, Fixed Income, Asset Management
Education
University of New Hampshire 1996 — 2000
BS, Communications; Whittemore School of Business
Altegris Investments September 2012 - Present
Bennett Group Financial Services, LLC July 2011 - September 2012
Eaton Vance January 2004 - July 2011
Fidelity Investments January 2001 - January 2004
Skills
Series 63, Series 7, Mutual Funds, Series 6, Series 65, Alternative Investments, Asset Allocation, Wealth Management, Asset Managment, Investments, Securities, Investment Strategies, Hedge Funds, Investment Advisory, Investment Management, Separately Managed..., Financial Services, Relationship Management, Private Equity, Investor Relations, Institutional Sales, Financial Analysis, Fund Of Funds, Wholesale, Fixed Income, Asset Management
Education
University of New Hampshire 1996 — 2000
BS, Communications; Whittemore School of Business
Eric T. Nielsen's Altegris Investments Experience October 2008 - September 2011
Job Capital Markets Advisor as a member of the Advisory board at Advanced Hydrogen Plasmonics, LLC
Industry Nanotechnology
Experience
Advanced Hydrogen Plasmonics, LLC August 2015 - Present
Bandon Capital Management March 2013 - October 2013
Dearborn Capital Management September 2011 - January 2013
Altegris Investments October 2008 - September 2011
Fidelity Investments March 2005 - October 2008
ABN AMRO Bank N.V. February 2001 - May 2004
Skills
Research, Equities, Investments, Asset Allocation, Alternative Investments, Bloomberg, Trading, Portfolio Management, Mutual Funds, Investment Strategies, Strategic Planning, Investment Advisory, Asset Managment, Managed Futures, Fixed Income, FINRA, Bonds, Separately Managed..., Due Diligence, Risk Management, Asset Management, Financial Analysis, Hedge Funds, Financial Advisory
Education
Creighton University's Heider College of Business 2014 — 2016
Master's degree, Investment Management and Financial Analysis / CFA Level 1 Candidate, 3.0
State University of New York College at Buffalo 1995 — 1999
Bachelor of Science, Economics
Williamsville East High School 1988 — 1992
Regents Diploma, Liberal Arts and Sciences/Liberal Studies, 3.5
Advanced Hydrogen Plasmonics, LLC August 2015 - Present
Bandon Capital Management March 2013 - October 2013
Dearborn Capital Management September 2011 - January 2013
Altegris Investments October 2008 - September 2011
Fidelity Investments March 2005 - October 2008
ABN AMRO Bank N.V. February 2001 - May 2004
Skills
Research, Equities, Investments, Asset Allocation, Alternative Investments, Bloomberg, Trading, Portfolio Management, Mutual Funds, Investment Strategies, Strategic Planning, Investment Advisory, Asset Managment, Managed Futures, Fixed Income, FINRA, Bonds, Separately Managed..., Due Diligence, Risk Management, Asset Management, Financial Analysis, Hedge Funds, Financial Advisory
Education
Creighton University's Heider College of Business 2014 — 2016
Master's degree, Investment Management and Financial Analysis / CFA Level 1 Candidate, 3.0
State University of New York College at Buffalo 1995 — 1999
Bachelor of Science, Economics
Williamsville East High School 1988 — 1992
Regents Diploma, Liberal Arts and Sciences/Liberal Studies, 3.5
Tim West CISSP, PMP's Altegris Investments Experience May 2011 - December 2012
Job IT Infrastructure Security
Industry Information Technology and Services
Experience
CopperPoint Mutual Insurance Company June 2013 - Present
Altegris Investments May 2011 - December 2012
Genworth Financial September 2006 - May 2011
United Technologies 2004 - 2006
U.S. Army June 2000 - July 2004
US Army December 1998 - July 2000
US Army October 1995 - December 1998
Skills
Business Analysis, Team Leadership, Process Improvement, Security, Network Administration, ITIL, Active Directory, IT Service Management, Disaster Recovery, IT Management, Technical Support, Vendor Management, Data Center, PMP, Databases, Project Management, Windows Server
Education
Arizona State University, W. P. Carey School of Business
Master of Science, Information Management
Texas A&M University
Bachelor of Arts, Anthropology
Genworth Financial Leadership Academy 2012 — 2012
CopperPoint Mutual Insurance Company June 2013 - Present
Altegris Investments May 2011 - December 2012
Genworth Financial September 2006 - May 2011
United Technologies 2004 - 2006
U.S. Army June 2000 - July 2004
US Army December 1998 - July 2000
US Army October 1995 - December 1998
Skills
Business Analysis, Team Leadership, Process Improvement, Security, Network Administration, ITIL, Active Directory, IT Service Management, Disaster Recovery, IT Management, Technical Support, Vendor Management, Data Center, PMP, Databases, Project Management, Windows Server
Education
Arizona State University, W. P. Carey School of Business
Master of Science, Information Management
Texas A&M University
Bachelor of Arts, Anthropology
Genworth Financial Leadership Academy 2012 — 2012
Antolin Garza's Altegris Investments Experience December 2012 - Present
Job Senior Analyst at Altegris Investments
Industry Investment Management
Experience
Altegris Investments December 2012 - Present
NEPC December 2010 - November 2012
NEPC June 2010 - November 2010
NEPC September 2008 - May 2010
State Street October 2007 - August 2008
Southwestern Company May 2003 - August 2007
Skills
Investments, Asset Allocation, Bloomberg, Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Financial Analysis, Financial Modeling, Excel, PowerPoint, Alternative Investments, Word, Mutual Funds, Outlook, Financial Reporting, Analysis, Endowments, Private Equity, Pension Funds, Access, Real Estate, Research, Microsoft Office, Factset, Risk Management, Pensions, Morningstar, Market Research, Credit, Due Diligence, Photoshop, Investment Management, Investment Strategies, Microsoft Excel
Education
The University of Texas at San Antonio 2002 — 2006
BBA, Finance
Altegris Investments December 2012 - Present
NEPC December 2010 - November 2012
NEPC June 2010 - November 2010
NEPC September 2008 - May 2010
State Street October 2007 - August 2008
Southwestern Company May 2003 - August 2007
Skills
Investments, Asset Allocation, Bloomberg, Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Financial Analysis, Financial Modeling, Excel, PowerPoint, Alternative Investments, Word, Mutual Funds, Outlook, Financial Reporting, Analysis, Endowments, Private Equity, Pension Funds, Access, Real Estate, Research, Microsoft Office, Factset, Risk Management, Pensions, Morningstar, Market Research, Credit, Due Diligence, Photoshop, Investment Management, Investment Strategies, Microsoft Excel
Education
The University of Texas at San Antonio 2002 — 2006
BBA, Finance
Patrick McGowan's Altegris Investments Experience January 2013 - Present
Job Vice President, Alternative Investment Consultant
Industry Investment Management
Experience
Altegris Investments January 2013 - Present
OppenheimerFunds November 2008 - December 2012
Viacom May 2005 - July 2005
Discovery Communications January 2004 - February 2004
Skills
Alternative Investments, Series 63, Mutual Funds, Hedge Funds, Series 7, Series 3, Global Macro, CTA, Investments, Equities, Fixed Income, Private Equity, Asset Allocation, Sales, Business Development, Investor Relations
Education
New York University 2010 — 2010
SCPS - Portfolio Management, The Options Market and Trading Strategies
Vanderbilt University 2002 — 2006
Bachelor's Degree
Vanderbilt University - Owen Graduate School of Management 2005 — 2005
Accelerator Program: Finance, General
Brunswick School 1994 — 2002
High School
Altegris Investments January 2013 - Present
OppenheimerFunds November 2008 - December 2012
Viacom May 2005 - July 2005
Discovery Communications January 2004 - February 2004
Skills
Alternative Investments, Series 63, Mutual Funds, Hedge Funds, Series 7, Series 3, Global Macro, CTA, Investments, Equities, Fixed Income, Private Equity, Asset Allocation, Sales, Business Development, Investor Relations
Education
New York University 2010 — 2010
SCPS - Portfolio Management, The Options Market and Trading Strategies
Vanderbilt University 2002 — 2006
Bachelor's Degree
Vanderbilt University - Owen Graduate School of Management 2005 — 2005
Accelerator Program: Finance, General
Brunswick School 1994 — 2002
High School
Michael Youngerman Michael Youngerman's Altegris Investments Experience October 2012 - July 2013
Job Financial Operations
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
Asset Preservation Strategies January 2014 - December 2014
Altegris Investments October 2012 - July 2013
Altegris Investments March 2012 - October 2012
Altegris Investments June 2011 - March 2012
Altegris Investments February 2011 - May 2011
Wilson Esler Moskowitz Edelmen & Dicker June 2009 - September 2010
Dakata Pictures June 2005 - August 2008
Skills
Leadership, Financial Analysis, Microsoft Excel, Series 7 License, Microsoft Office..., Spanish speaking, Time Management, Customer Service, Mutual Funds, Data Entry, Fundraising, Access, Risk Management, Outlook, Securities, PowerPoint, Bloomberg, FINRA, Series 66 License
Education
San Diego State University-California State University 2004 — 2009
Bachelor, Sociology, Spanish
Commonwealth Financial Network January 2015 - Present
Asset Preservation Strategies January 2014 - December 2014
Altegris Investments October 2012 - July 2013
Altegris Investments March 2012 - October 2012
Altegris Investments June 2011 - March 2012
Altegris Investments February 2011 - May 2011
Wilson Esler Moskowitz Edelmen & Dicker June 2009 - September 2010
Dakata Pictures June 2005 - August 2008
Skills
Leadership, Financial Analysis, Microsoft Excel, Series 7 License, Microsoft Office..., Spanish speaking, Time Management, Customer Service, Mutual Funds, Data Entry, Fundraising, Access, Risk Management, Outlook, Securities, PowerPoint, Bloomberg, FINRA, Series 66 License
Education
San Diego State University-California State University 2004 — 2009
Bachelor, Sociology, Spanish
Aaron May's Altegris Investments Experience November 2012 - May 2013
Job Consultant & Broker United AMG Partners
Industry Financial Services
Experience
United AMG Partners Insurance Services June 2014 - Present
Altegris Investments November 2012 - May 2013
Potomac Wealth Advisors, LLC. 2012 - July 2012
May & Barnhard PC 2007 - 2012
Morgan Stanley Wealth Management May 2010 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Work Ethic, Leadership, Microsoft Excel, Microsoft Word, Bloomberg, Hedge Funds, Investments, Equities, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Derivatives, PowerPoint, Investment Management, Private Equity, Trading, Microsoft Office, Finance, Social Networking, Public Speaking, Social Media, Customer Service
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Business Economics Major, Finance Minor
United AMG Partners Insurance Services June 2014 - Present
Altegris Investments November 2012 - May 2013
Potomac Wealth Advisors, LLC. 2012 - July 2012
May & Barnhard PC 2007 - 2012
Morgan Stanley Wealth Management May 2010 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Work Ethic, Leadership, Microsoft Excel, Microsoft Word, Bloomberg, Hedge Funds, Investments, Equities, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Mutual Funds, Investment Strategies, Derivatives, PowerPoint, Investment Management, Private Equity, Trading, Microsoft Office, Finance, Social Networking, Public Speaking, Social Media, Customer Service
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Business Economics Major, Finance Minor
Regina Zhou Regina Zhou's Altegris Investments Experience August 2011 - March 2012
Job Sr. Staff Accountant at Alteryx
Industry Accounting
Experience
Alteryx, Inc. October 2013 - Present
Alteryx March 2012 - September 2013
Altegris Investments August 2011 - March 2012
FMT Consultants, LLC July 2010 - August 2011
University of California, San Diego June 2008 - July 2010
Alpha Kappa Psi November 2005 - June 2008
Morgan Stanley April 2007 - January 2008
Border Construction Specialties July 2006 - March 2007
Old Navy June 2005 - September 2005
Skills
Accounts Payable, Accounts Receivable, Excel, PowerPoint, Word, Microsoft CRM, Customer Relations, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Accounting, SharePoint, Account Management, Financial Analysis, Forecasting, Business Analysis, Data Analysis, Salesforce.com, Microsoft Office, Financial Reporting, Business Development, Analysis, Process Improvement, Leadership
Education
University of California, San Diego 2004 — 2008
BA, Economics
MiraCosta College
Accounting
Alteryx, Inc. October 2013 - Present
Alteryx March 2012 - September 2013
Altegris Investments August 2011 - March 2012
FMT Consultants, LLC July 2010 - August 2011
University of California, San Diego June 2008 - July 2010
Alpha Kappa Psi November 2005 - June 2008
Morgan Stanley April 2007 - January 2008
Border Construction Specialties July 2006 - March 2007
Old Navy June 2005 - September 2005
Skills
Accounts Payable, Accounts Receivable, Excel, PowerPoint, Word, Microsoft CRM, Customer Relations, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Accounting, SharePoint, Account Management, Financial Analysis, Forecasting, Business Analysis, Data Analysis, Salesforce.com, Microsoft Office, Financial Reporting, Business Development, Analysis, Process Improvement, Leadership
Education
University of California, San Diego 2004 — 2008
BA, Economics
MiraCosta College
Accounting
Paola Ortega's Altegris Investments Experience January 2011 - May 2014
Job Yoga Instructor RYT200
Industry Health, Wellness and Fitness
Experience
Altegris Investments January 2011 - May 2014
Simpleview, Inc. February 2010 - September 2010
Meetingmax April 2010 - May 2010
20/20 Financial Advisors 2006 - 2008
Skills
Yoga, Yin Yoga, Meditation, Stress Management, Mindfulness, Environmental Awareness, Nutrition, Marketing, Social Media Marketing, Email Marketing, Event Planning, Market Research, Customer Service, Fluent Spanish-speaker, Facebook, Strategic Partnerships, Management, Social Networking, Microsoft Office, Series 63, Series 7, Administration, Writing, Creative Writing
Education
Soul of Yoga- Encinitas, CA 2013 — 2016
Advanced Yoga Teacher Training RYT- 500
San Diego State University-California State University 2005 — 2010
Bachelor of Arts, International Business
Universidad Antonio de Nebrija
International Business- Marketing
Altegris Investments January 2011 - May 2014
Simpleview, Inc. February 2010 - September 2010
Meetingmax April 2010 - May 2010
20/20 Financial Advisors 2006 - 2008
Skills
Yoga, Yin Yoga, Meditation, Stress Management, Mindfulness, Environmental Awareness, Nutrition, Marketing, Social Media Marketing, Email Marketing, Event Planning, Market Research, Customer Service, Fluent Spanish-speaker, Facebook, Strategic Partnerships, Management, Social Networking, Microsoft Office, Series 63, Series 7, Administration, Writing, Creative Writing
Education
Soul of Yoga- Encinitas, CA 2013 — 2016
Advanced Yoga Teacher Training RYT- 500
San Diego State University-California State University 2005 — 2010
Bachelor of Arts, International Business
Universidad Antonio de Nebrija
International Business- Marketing
Marcus Bradley Marcus Bradley's Altegris Investments Experience May 2011 - December 2012
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
BNY Mellon December 2012 - July 2015
Altegris Investments May 2011 - December 2012
BasketKlubben Amager August 2009 - May 2010
Convergent Wealth Advisors 2008 - 2008
Skills
Portfolio Management, Investments, Bloomberg, Series 7, Alternative Investments, Due Diligence, Financial Services, Hedge Funds, Strategy, FINRA, Fixed Income, Mutual Funds, Asset Management, Financial Modeling, Private Equity, Bloomberg Terminal, Securities, Investment Advisory, Editing, Investment Strategies, Equities, Bonds, Asset Allocation, Social Media, Wealth Management, Series 63, Emerging Markets
Education
Harvard Business School 2015 — 2017
Amherst College 2005 — 2009
B.A., Anthropology
BNY Mellon December 2012 - July 2015
Altegris Investments May 2011 - December 2012
BasketKlubben Amager August 2009 - May 2010
Convergent Wealth Advisors 2008 - 2008
Skills
Portfolio Management, Investments, Bloomberg, Series 7, Alternative Investments, Due Diligence, Financial Services, Hedge Funds, Strategy, FINRA, Fixed Income, Mutual Funds, Asset Management, Financial Modeling, Private Equity, Bloomberg Terminal, Securities, Investment Advisory, Editing, Investment Strategies, Equities, Bonds, Asset Allocation, Social Media, Wealth Management, Series 63, Emerging Markets
Education
Harvard Business School 2015 — 2017
Amherst College 2005 — 2009
B.A., Anthropology
Brent Greenwood, CBIP Brent Greenwood, CBIP's Altegris Investments Experience August 2012 - July 2013
Job Business Intelligence Professional
Industry Information Technology and Services
Experience
Independent June 2013 - Present
Altegris Investments August 2012 - July 2013
UC San Diego Extension December 2011 - January 2013
Bridgepoint Education March 2011 - August 2012
FMT Consultants, LLC March 2010 - March 2011
Scripps Health May 2009 - March 2010
Brahma Holdings July 2008 - May 2009
Column A, Inc. February 2008 - July 2008
Centric Health Finance December 2007 - May 2008
LPL Financial Services January 2007 - November 2007
Skills
SQL, MDX, DAX, Dimensional Modeling, Data Warehousing, Data Warehouse..., Business Intelligence, PowerPivot, SQL Server, SSAS, SSIS, SSRS, Tableau, Excel, Crystal Reports, ERwin, TFS, VBA, SQL Tuning, Database Design, Instructional Design, Technical Training, Visio, Agile Data Warehousing, Cognos, Analysis Services, Business Intelligence..., ETL, OLAP, Data Marts, Star Schema, Physical Data Modeling, Data Analysis, Data Visualization, Performance Measurement, Data Modeling, Consulting, Rapid Prototyping, Data Integration, Kimball Methodology, Agile Methodologies, Data Quality, Marketing Analytics, Sales Analysis, Customer Data..., Investment Performance, Financial Analysis, Dundas Dashboard, R, Breakdance
Education
San Diego State University-California State University 2004 — 2005
MSBA, Information & Decision Systems
Georgia Institute of Technology - Georgia Tech College of Management 1993 — 1998
BS, Management
Independent June 2013 - Present
Altegris Investments August 2012 - July 2013
UC San Diego Extension December 2011 - January 2013
Bridgepoint Education March 2011 - August 2012
FMT Consultants, LLC March 2010 - March 2011
Scripps Health May 2009 - March 2010
Brahma Holdings July 2008 - May 2009
Column A, Inc. February 2008 - July 2008
Centric Health Finance December 2007 - May 2008
LPL Financial Services January 2007 - November 2007
Skills
SQL, MDX, DAX, Dimensional Modeling, Data Warehousing, Data Warehouse..., Business Intelligence, PowerPivot, SQL Server, SSAS, SSIS, SSRS, Tableau, Excel, Crystal Reports, ERwin, TFS, VBA, SQL Tuning, Database Design, Instructional Design, Technical Training, Visio, Agile Data Warehousing, Cognos, Analysis Services, Business Intelligence..., ETL, OLAP, Data Marts, Star Schema, Physical Data Modeling, Data Analysis, Data Visualization, Performance Measurement, Data Modeling, Consulting, Rapid Prototyping, Data Integration, Kimball Methodology, Agile Methodologies, Data Quality, Marketing Analytics, Sales Analysis, Customer Data..., Investment Performance, Financial Analysis, Dundas Dashboard, R, Breakdance
Education
San Diego State University-California State University 2004 — 2005
MSBA, Information & Decision Systems
Georgia Institute of Technology - Georgia Tech College of Management 1993 — 1998
BS, Management
Sarah Judson Sarah Judson's Altegris Investments Experience June 2010 - October 2014
Job Business Analyst at Corbett School District
Industry Financial Services
Experience
Corbett School District March 2015 - Present
Altegris Investments June 2010 - October 2014
University of California, San Diego April 2010 - June 2011
Oncofluor April 2010 - June 2010
Sundance Equestrian Inc. October 2006 - March 2009
Vibrant Plants April 2006 - October 2006
Skills
Financial Modeling, Customer Relations, Accounting, PowerPoint, Excel, Microsoft Excel, Leadership, Finance, Microsoft Word, Financial Analysis, Data Analysis, Customer Service, CRM, Analysis
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
University of California, Santa Cruz 2002 — 2006
B.S., Plant Sciences
Corbett School District March 2015 - Present
Altegris Investments June 2010 - October 2014
University of California, San Diego April 2010 - June 2011
Oncofluor April 2010 - June 2010
Sundance Equestrian Inc. October 2006 - March 2009
Vibrant Plants April 2006 - October 2006
Skills
Financial Modeling, Customer Relations, Accounting, PowerPoint, Excel, Microsoft Excel, Leadership, Finance, Microsoft Word, Financial Analysis, Data Analysis, Customer Service, CRM, Analysis
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
University of California, Santa Cruz 2002 — 2006
B.S., Plant Sciences
Isaac Diaz's Altegris Investments Experience December 2014 - Present
Job Technology Director at Altegris Investments
Industry Computer Software
Experience
Altegris Investments December 2014 - Present
Altegris Investments February 2013 - November 2014
Altegris Investments August 2011 - January 2013
FMT Consultants November 2008 - August 2011
Nasoft USA, Inc January 2004 - November 2008
CrossHorizons July 2002 - December 2003
PortalBlocks April 2000 - February 2002
Infosel - Terra Networks México July 1997 - April 2000
Skills
ASP.NET, .NET, C#, JavaScript, Microsoft SQL Server, XML, SQL, Visual Studio, T-SQL, Web Services, VB.NET, Software Development, HTML, WCF, TFS, jQuery, CSS, ASP, XSL, Software Project..., Software Design, UML, XSLT, Object Oriented Design, Architecture, IIS, Business Analysis, SSRS, Web Applications, SharePoint, SOA, Database Design, Databases, Software Engineering, OOP, C++, Web Development, AJAX, LINQ, Architectures
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1992 — 1997
B.S., Electronic Systems Engineer
Altegris Investments December 2014 - Present
Altegris Investments February 2013 - November 2014
Altegris Investments August 2011 - January 2013
FMT Consultants November 2008 - August 2011
Nasoft USA, Inc January 2004 - November 2008
CrossHorizons July 2002 - December 2003
PortalBlocks April 2000 - February 2002
Infosel - Terra Networks México July 1997 - April 2000
Skills
ASP.NET, .NET, C#, JavaScript, Microsoft SQL Server, XML, SQL, Visual Studio, T-SQL, Web Services, VB.NET, Software Development, HTML, WCF, TFS, jQuery, CSS, ASP, XSL, Software Project..., Software Design, UML, XSLT, Object Oriented Design, Architecture, IIS, Business Analysis, SSRS, Web Applications, SharePoint, SOA, Database Design, Databases, Software Engineering, OOP, C++, Web Development, AJAX, LINQ, Architectures
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1992 — 1997
B.S., Electronic Systems Engineer
Christine Ngo Christine Ngo's Altegris Investments Experience November 2011 - Present
Job Research Analyst at Altegris
Industry Investment Management
Experience
Altegris October 2014 - Present
Altegris Investments November 2011 - Present
Altegris Investments July 2010 - November 2011
Altegris Investments August 2009 - July 2010
Merrill Lynch 2008 - 2009
Skills
Bloomberg, Asset Allocation
Education
University of California, San Diego
Bachelor of Arts, Communications, Economics
Altegris October 2014 - Present
Altegris Investments November 2011 - Present
Altegris Investments July 2010 - November 2011
Altegris Investments August 2009 - July 2010
Merrill Lynch 2008 - 2009
Skills
Bloomberg, Asset Allocation
Education
University of California, San Diego
Bachelor of Arts, Communications, Economics
Hal Strong Hal Strong's Altegris Investments Experience September 2013 - Present
Job Director at Asset International
Industry Venture Capital & Private Equity
Experience
Genstar Capital November 2009 - Present
Asset International July 2014 - Present
AssetMark September 2013 - Present
Altegris Investments September 2013 - Present
Skills
Financial Services, Alternative Investments, Asset Managment, Private Equity, Securities, Investment Advisory, Investment Management
Education
University of Washington, Michael G. Foster School of Business
MBA
University of California, Berkeley
BA
Genstar Capital November 2009 - Present
Asset International July 2014 - Present
AssetMark September 2013 - Present
Altegris Investments September 2013 - Present
Skills
Financial Services, Alternative Investments, Asset Managment, Private Equity, Securities, Investment Advisory, Investment Management
Education
University of Washington, Michael G. Foster School of Business
MBA
University of California, Berkeley
BA
Brian Pawlowicz's Altegris Investments Experience September 2009 - May 2010
Job Managing Partner at Orinda Asset Management
Industry Investment Management
Experience
Orinda Asset Management July 2010 - Present
Altegris Investments September 2009 - May 2010
Kensington Investment Group 2002 - 2009
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Series 63, Asset Management, Portfolio Management, Investment Management, Hedge Funds, Investment Advisory, Financial Services, Investment Strategies
Education
University of Missouri-Columbia 1985 — 1989
BS, Marketing
Orinda Asset Management July 2010 - Present
Altegris Investments September 2009 - May 2010
Kensington Investment Group 2002 - 2009
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Series 63, Asset Management, Portfolio Management, Investment Management, Hedge Funds, Investment Advisory, Financial Services, Investment Strategies
Education
University of Missouri-Columbia 1985 — 1989
BS, Marketing
Michael Chalker, MBA's Altegris Investments Experience 2012 - 2014
Job AVP Research at LM Capital Group, LLC.
Industry Financial Services
Experience
LM Capital Group, LLC. 2014 - Present
Altegris Investments 2012 - 2014
MJE Marketing Services 2007 - 2012
Skills
Management, Business Strategy, Investments, Portfolio Management, Finance, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Private Equity, Asset Management, Equities
Education
University of San Diego School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
Southern Methodist University 2003 — 2007
Bachelor of Arts (BA)
LEAD San Diego 2010 — 2011
IMPACT Class of 2011
Francis W. Parker School 1999 — 2003
LM Capital Group, LLC. 2014 - Present
Altegris Investments 2012 - 2014
MJE Marketing Services 2007 - 2012
Skills
Management, Business Strategy, Investments, Portfolio Management, Finance, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Private Equity, Asset Management, Equities
Education
University of San Diego School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
Southern Methodist University 2003 — 2007
Bachelor of Arts (BA)
LEAD San Diego 2010 — 2011
IMPACT Class of 2011
Francis W. Parker School 1999 — 2003
Dave Gottlieb's Altegris Investments Experience March 2011 - July 2013
Job
Industry Information Technology and Services
Experience
Acumen Solutions July 2015 - Present
salesforce.com April 2014 - July 2015
Pariveda Solutions October 2013 - April 2014
Altegris Investments March 2011 - July 2013
FMT Consultants September 2007 - March 2011
PA Consulting Group August 2006 - September 2007
Oracle USA August 2004 - August 2006
Skills
Salesforce.com, .NET, Microsoft CRM, SSRS, Cloud Computing, Microsoft SQL Server, Integration, Business Intelligence, Software Development, SharePoint, WCF, Consulting, Social Media, Management Consulting, SaaS, Technological Innovation, IT Strategy, IT Management, IT Operations, JavaScript, SQL Server, C#, ASP.NET, SQL, HTML, XML, Strategic Consulting, Software Consulting, Governance, Microsoft Dynamics, IT Governance, Apex Programming, Enterprise Architecture
Education
Massachusetts Institute of Technology 2000 — 2004
Master of Engineering (MEng), Computer Science
Millburn high school
Acumen Solutions July 2015 - Present
salesforce.com April 2014 - July 2015
Pariveda Solutions October 2013 - April 2014
Altegris Investments March 2011 - July 2013
FMT Consultants September 2007 - March 2011
PA Consulting Group August 2006 - September 2007
Oracle USA August 2004 - August 2006
Skills
Salesforce.com, .NET, Microsoft CRM, SSRS, Cloud Computing, Microsoft SQL Server, Integration, Business Intelligence, Software Development, SharePoint, WCF, Consulting, Social Media, Management Consulting, SaaS, Technological Innovation, IT Strategy, IT Management, IT Operations, JavaScript, SQL Server, C#, ASP.NET, SQL, HTML, XML, Strategic Consulting, Software Consulting, Governance, Microsoft Dynamics, IT Governance, Apex Programming, Enterprise Architecture
Education
Massachusetts Institute of Technology 2000 — 2004
Master of Engineering (MEng), Computer Science
Millburn high school
Jeffrey Keane's Altegris Investments Experience January 2014 - December 2014
Job Managing Director National Sales at Capital Investment Advisors
Industry Financial Services
Experience
Capital Investment Advisors December 2014 - Present
Altegris Investments January 2014 - December 2014
Fidelity Charitable January 2010 - January 2014
Fidelity Investments June 2006 - January 2014
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Asset Management, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Financial Services, Investment Advisory, Securities
Education
La Salle University 1995 — 1999
Capital Investment Advisors December 2014 - Present
Altegris Investments January 2014 - December 2014
Fidelity Charitable January 2010 - January 2014
Fidelity Investments June 2006 - January 2014
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Asset Management, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Financial Services, Investment Advisory, Securities
Education
La Salle University 1995 — 1999
Jay Ramey's Altegris Investments Experience 2000 - 2005
Job Owner Triton Capital Advisors, LLC
Industry Investment Management
Experience
Triton Capital Advisors, LLC 2006 - Present
Managed Investments Division of Man Financial, a subsidiary of the Man Group 2000 - 2005
Altegris Investments 2000 - 2005
Skills
Investment Advisory, Research, Alternative Investments, Portfolio Management, Asset Allocation, Hedge Funds, Investment Strategies, Managed Futures, Managed Accounts, Private Placements, Managing Accounts, Asset Managment, Commodity, Fund Of Funds, Equities, Investment Advisory..., Trading Strategies, Risk Management, Due Diligence, Currency, Financial Services, ETFs, Options, Funding, Family Office, FINRA, Asset Management, Derivatives, Financial Markets, Securities, Trading Systems, Technical Analysis, Institutional..., Fixed Income, Equity Trading, Hedging, Bonds, FX trading, Investment Management, Capital Markets, Proprietary Trading, Structured Products, FX Options, Wealth Management, Electronic Trading, Options Strategies, Portfolio Optimization, Trading, Investments
Education
Point Loma Nazarene University 1993 — 1996
BA, Finance
Francis W. Parker 1985 — 1991
Triton Capital Advisors, LLC 2006 - Present
Managed Investments Division of Man Financial, a subsidiary of the Man Group 2000 - 2005
Altegris Investments 2000 - 2005
Skills
Investment Advisory, Research, Alternative Investments, Portfolio Management, Asset Allocation, Hedge Funds, Investment Strategies, Managed Futures, Managed Accounts, Private Placements, Managing Accounts, Asset Managment, Commodity, Fund Of Funds, Equities, Investment Advisory..., Trading Strategies, Risk Management, Due Diligence, Currency, Financial Services, ETFs, Options, Funding, Family Office, FINRA, Asset Management, Derivatives, Financial Markets, Securities, Trading Systems, Technical Analysis, Institutional..., Fixed Income, Equity Trading, Hedging, Bonds, FX trading, Investment Management, Capital Markets, Proprietary Trading, Structured Products, FX Options, Wealth Management, Electronic Trading, Options Strategies, Portfolio Optimization, Trading, Investments
Education
Point Loma Nazarene University 1993 — 1996
BA, Finance
Francis W. Parker 1985 — 1991
Christopher Markos's Altegris Investments Experience March 2006 - Present
Job Senior Writer @ Altegris Investments
Industry Financial Services
Experience
Altegris Investments March 2006 - Present
Washington Mutual March 2005 - March 2006
Skills
Mutual Funds, Equities, Alternative Investments, Investments, Bloomberg, Investor Relations, Investment Management, Hedge Funds, Fixed Income, Asset Management, Financial Services, Investment Strategies, Portfolio Management, Securities
Education
New York University 1998 — 2000
MFA, English Literature and Creative Writing
University of California, Berkeley 1990 — 1994
BA, English
Altegris Investments March 2006 - Present
Washington Mutual March 2005 - March 2006
Skills
Mutual Funds, Equities, Alternative Investments, Investments, Bloomberg, Investor Relations, Investment Management, Hedge Funds, Fixed Income, Asset Management, Financial Services, Investment Strategies, Portfolio Management, Securities
Education
New York University 1998 — 2000
MFA, English Literature and Creative Writing
University of California, Berkeley 1990 — 1994
BA, English
David Wich's Altegris Investments Experience September 2011 - July 2013
Job Sr Developer at PIRCH [the new Fixtures Living]
Industry Information Technology and Services
Experience
PIRCH [the new Fixtures Living] July 2013 - Present
Altegris Investments September 2011 - July 2013
Edgewave (previously St Bernard Software) October 2004 - September 2011
Ejungle November 2003 - November 2004
Consultant September 2001 - September 2003
Succeed 360 March 2000 - June 2001
Skills
User Interface Design, Web Design, Microsoft SQL Server, Databases, ASP, Web Applications, JavaScript, Web Services, Oracle, Software Development, SQL, CRM, Quality Assurance, Enterprise Software, Linux
Education
Coleman College
Bachelor of Science, Computer Information Science
University of California, San Diego 1995 — 1999
Bachelor of Science, BS. Biology
PIRCH [the new Fixtures Living] July 2013 - Present
Altegris Investments September 2011 - July 2013
Edgewave (previously St Bernard Software) October 2004 - September 2011
Ejungle November 2003 - November 2004
Consultant September 2001 - September 2003
Succeed 360 March 2000 - June 2001
Skills
User Interface Design, Web Design, Microsoft SQL Server, Databases, ASP, Web Applications, JavaScript, Web Services, Oracle, Software Development, SQL, CRM, Quality Assurance, Enterprise Software, Linux
Education
Coleman College
Bachelor of Science, Computer Information Science
University of California, San Diego 1995 — 1999
Bachelor of Science, BS. Biology
Adam Gallegos, CAIA's Altegris Investments Experience January 2009 - Present
Job Vice President, Regional Director at Altegris Investments
Industry Financial Services
Experience
Altegris Investments January 2009 - Present
Kensington Investment Group (Forward Funds) September 2001 - December 2008
GetRelevant.com 2000 - 2001
Entrepreneur in the Golf Industry 1996 - 2000
JPMorgan Chase & Co. 1994 - 1996
Barclays Global Investors (Wells Fargo Nikko Advisors) 1993 - 1994
Skills
Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Series 7, Investments, Series 63, Asset Allocation, Portfolio Management, Business Development, Finance, Investment Strategies
Education
California State University-Sacramento 1987 — 1992
BS, Business/Finance
University of Pittsburgh 1991 — 1991
Semester at Sea
Altegris Investments January 2009 - Present
Kensington Investment Group (Forward Funds) September 2001 - December 2008
GetRelevant.com 2000 - 2001
Entrepreneur in the Golf Industry 1996 - 2000
JPMorgan Chase & Co. 1994 - 1996
Barclays Global Investors (Wells Fargo Nikko Advisors) 1993 - 1994
Skills
Hedge Funds, Capital Markets, Alternative Investments, Asset Management, Series 7, Investments, Series 63, Asset Allocation, Portfolio Management, Business Development, Finance, Investment Strategies
Education
California State University-Sacramento 1987 — 1992
BS, Business/Finance
University of Pittsburgh 1991 — 1991
Semester at Sea
Shawn Wears, CFP®'s Altegris Investments Experience February 2011 - February 2013
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment June 2015 - Present
tom+chee November 2013 - Present
Lincoln Investment June 2014 - June 2015
Cambridge Investment Research June 2013 - May 2014
Altegris Investments February 2011 - February 2013
Rydex Investments February 2008 - February 2011
Capital One January 2006 - December 2007
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial..., Securities, Asset Allocation, Team Building, Investment Strategies, Sales, Series 63, Financial Advisory, Separately Managed..., Financial Services, Insurance, FINRA, Management, Strategy, Finance, Investment Advisory, Banking, Loans, Uniform Combined State..., Communication, Retirement, Asset Management, ETFs, Entrepreneurship, Series 3, Series 66, Series 30, Portfolio Management, Financial Analysis, Equities
Education
Northwestern University 2014 — 2014
Certified Financial Planner Certificate, Finance and Financial Management Services
Ohio University 1997 — 2002
B.S., Sports Business
Dublin Scioto High School 1995 — 1997
Diploma, Business
Dublin Coffman High School 1993 — 1994
Diploma, Business
Lincoln Investment June 2015 - Present
tom+chee November 2013 - Present
Lincoln Investment June 2014 - June 2015
Cambridge Investment Research June 2013 - May 2014
Altegris Investments February 2011 - February 2013
Rydex Investments February 2008 - February 2011
Capital One January 2006 - December 2007
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial..., Securities, Asset Allocation, Team Building, Investment Strategies, Sales, Series 63, Financial Advisory, Separately Managed..., Financial Services, Insurance, FINRA, Management, Strategy, Finance, Investment Advisory, Banking, Loans, Uniform Combined State..., Communication, Retirement, Asset Management, ETFs, Entrepreneurship, Series 3, Series 66, Series 30, Portfolio Management, Financial Analysis, Equities
Education
Northwestern University 2014 — 2014
Certified Financial Planner Certificate, Finance and Financial Management Services
Ohio University 1997 — 2002
B.S., Sports Business
Dublin Scioto High School 1995 — 1997
Diploma, Business
Dublin Coffman High School 1993 — 1994
Diploma, Business
Lezhi Huang, CFA's Altegris Investments Experience January 2007 - January 2009
Job General Manager at Greenva America, LLC
Industry Investment Management
Experience
Greenva America, LLC October 2014 - Present
Ansir Corporate June 2010 - June 2012
MSCI Barra December 2009 - June 2010
Altegris Investments January 2007 - January 2009
JP Morgan June 2006 - November 2006
Skills
Hedge funds..., C++, Financial derivatives..., Hedge Funds, Financial Analysis
Education
University of Michigan 2004 — 2006
master, Financial Engineering
Zhejiang University 2000 — 2004
Bachelor, Business Administration
Greenva America, LLC October 2014 - Present
Ansir Corporate June 2010 - June 2012
MSCI Barra December 2009 - June 2010
Altegris Investments January 2007 - January 2009
JP Morgan June 2006 - November 2006
Skills
Hedge funds..., C++, Financial derivatives..., Hedge Funds, Financial Analysis
Education
University of Michigan 2004 — 2006
master, Financial Engineering
Zhejiang University 2000 — 2004
Bachelor, Business Administration
Dennis P. Notchick, CFP®'s Altegris Investments Experience January 2013 - May 2014
Job Investment Advisor & Certified Financial Planner at Safeguard Investment Advisory Group, LLC
Industry Financial Services
Experience
Safeguard Investment Advisory Group, LLC June 2015 - Present
ClearSight Planning July 2014 - Present
Altegris Investments January 2013 - May 2014
TD LifeServices November 2011 - December 2012
Bernstein Global Wealth Management May 2008 - August 2011
First Security Lending January 2006 - December 2007
Skills
Alternative Investments, Asset Allocation, High Net Worth..., Investments, Wealth, Investment Advisory, Risk Management, Asset Managment, Wealth Management..., Investment Strategies, Asset Management, Retirement Planning, Equities, Hedge Funds, Strategic Financial..., Portfolio Management
Education
California State University-Northridge 2004 — 2006
Bachelor of Science, Business - Finance and Real Estate
Safeguard Investment Advisory Group, LLC June 2015 - Present
ClearSight Planning July 2014 - Present
Altegris Investments January 2013 - May 2014
TD LifeServices November 2011 - December 2012
Bernstein Global Wealth Management May 2008 - August 2011
First Security Lending January 2006 - December 2007
Skills
Alternative Investments, Asset Allocation, High Net Worth..., Investments, Wealth, Investment Advisory, Risk Management, Asset Managment, Wealth Management..., Investment Strategies, Asset Management, Retirement Planning, Equities, Hedge Funds, Strategic Financial..., Portfolio Management
Education
California State University-Northridge 2004 — 2006
Bachelor of Science, Business - Finance and Real Estate
Dan Onan's Altegris Investments Experience November 2012 - Present
Job Vice President, Midwest Regional Director
Industry Financial Services
Experience
James Alpha Management January 2015 - Present
Altegris Investments November 2012 - Present
Guggenheim Investments April 2006 - October 2012
Allstate Distributors, LLC 2003 - 2006
Skills
Alternative Investments, Equities, Mutual Funds, Series 7, Series 63, ETFs, Sales, Hedge Funds, Fixed Income, 401k, Variable Annuities, Managed Futures, Salesforce.com, Commodity, Securities, Financial Advisory, Bonds, Investment Advisory, Series 6, Investments, Asset Allocation, CRM, Investment Strategies, FINRA, Fixed Annuities, Fund Of Funds, Private Placements, Wealth Management, Asset Management, Investment Management, Separately Managed...
Education
University of Minnesota Duluth 1998 — 2003
B.A., Criminology
James Alpha Management January 2015 - Present
Altegris Investments November 2012 - Present
Guggenheim Investments April 2006 - October 2012
Allstate Distributors, LLC 2003 - 2006
Skills
Alternative Investments, Equities, Mutual Funds, Series 7, Series 63, ETFs, Sales, Hedge Funds, Fixed Income, 401k, Variable Annuities, Managed Futures, Salesforce.com, Commodity, Securities, Financial Advisory, Bonds, Investment Advisory, Series 6, Investments, Asset Allocation, CRM, Investment Strategies, FINRA, Fixed Annuities, Fund Of Funds, Private Placements, Wealth Management, Asset Management, Investment Management, Separately Managed...
Education
University of Minnesota Duluth 1998 — 2003
B.A., Criminology
Eric Dorflinger's Altegris Investments Experience July 2011 - October 2012
Job Associate Vice President at Altegris Advisors
Industry Financial Services
Experience
Altegris Advisors July 2014 - Present
Altegris Advisors October 2012 - July 2014
Altegris Investments July 2011 - October 2012
Concierge Gold Services, LLC June 2010 - March 2011
Expedia Home Loans, Inc. 2004 - 2008
Skills
Hedge Funds, Financial Modeling, Alternative Investments, Investments, Asset Management, Portfolio Management, Equities, Bloomberg, Private Equity, Start-ups, Asset Allocation, Data Analysis, Financial Analysis
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
The Johns Hopkins University 1999 — 2003
B.S., Mechanical Engineering
Altegris Advisors July 2014 - Present
Altegris Advisors October 2012 - July 2014
Altegris Investments July 2011 - October 2012
Concierge Gold Services, LLC June 2010 - March 2011
Expedia Home Loans, Inc. 2004 - 2008
Skills
Hedge Funds, Financial Modeling, Alternative Investments, Investments, Asset Management, Portfolio Management, Equities, Bloomberg, Private Equity, Start-ups, Asset Allocation, Data Analysis, Financial Analysis
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
The Johns Hopkins University 1999 — 2003
B.S., Mechanical Engineering
Le's Carrington's Altegris Investments Experience September 2013 - November 2014
Job Vice President Internal Sales Manager at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
Altegris Investments September 2013 - November 2014
LPL Financial Services January 2010 - September 2013
LPL Financial August 2008 - December 2010
LPL Financial August 2007 - August 2008
LPL Financial August 2004 - August 2007
LPL Financial January 2000 - August 2004
Scudder Investments September 1999 - January 2000
Skills
Sales Management, Series 24, Series 7, Series 65, Asset Allocation, Investment Advisory, Variable Annuities, Securities, Fixed Annuities, Investments, ETFs, Salesforce.com, Series 3, Series 63, Mutual Funds, Management, Leadership, Coaching, Process Improvement, Customer Service, Sales, Relationship Management, Sales Strategy, Investment Products
Education
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Economics
San Diego State University-California State University
Bachelor's degree, Economics
AIG March 2015 - Present
Altegris Investments September 2013 - November 2014
LPL Financial Services January 2010 - September 2013
LPL Financial August 2008 - December 2010
LPL Financial August 2007 - August 2008
LPL Financial August 2004 - August 2007
LPL Financial January 2000 - August 2004
Scudder Investments September 1999 - January 2000
Skills
Sales Management, Series 24, Series 7, Series 65, Asset Allocation, Investment Advisory, Variable Annuities, Securities, Fixed Annuities, Investments, ETFs, Salesforce.com, Series 3, Series 63, Mutual Funds, Management, Leadership, Coaching, Process Improvement, Customer Service, Sales, Relationship Management, Sales Strategy, Investment Products
Education
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Economics
San Diego State University-California State University
Bachelor's degree, Economics
Erin McDonnell's Altegris Investments Experience December 2012 - Present
Job Senior Marketing Coordinator at Altegris Investments
Industry Marketing and Advertising
Experience
TIAA-CREF August 2014 - Present
Altegris Investments December 2012 - Present
Altegris Investments April 2010 - December 2012
Altegris Investments November 2009 - May 2010
ViaSat 2007 - 2008
Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Marketing Communications, Event Planning, Project Management, Social Media, Customer Service, Digital Marketing, Microsoft Word, Team Leadership, Fulfillment Management, Vendor Management, Budget Process, Proofreading, Adobe Acrobat, Goldmine, HTML, CSS, Python
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
Bachelor of Science (BS), Marketing
University of Colorado Boulder 2004 — 2009
Bachelor of Arts (BA), Psychology
TIAA-CREF August 2014 - Present
Altegris Investments December 2012 - Present
Altegris Investments April 2010 - December 2012
Altegris Investments November 2009 - May 2010
ViaSat 2007 - 2008
Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Marketing Communications, Event Planning, Project Management, Social Media, Customer Service, Digital Marketing, Microsoft Word, Team Leadership, Fulfillment Management, Vendor Management, Budget Process, Proofreading, Adobe Acrobat, Goldmine, HTML, CSS, Python
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
Bachelor of Science (BS), Marketing
University of Colorado Boulder 2004 — 2009
Bachelor of Arts (BA), Psychology
Stephen Klawitter, CAIA's Altegris Investments Experience January 2006 - April 2010
Job Director, Sales and Business Development at SRB Capital Management
Industry Investment Management
Experience
Triton Capital Advisors, LLC May 2010 - January 2014
Altegris Investments January 2006 - April 2010
Altegris Investments July 2002 - December 2005
Skills
Managed Futures, Alternative Assets, Commodities, Investments, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Currency, Trading Strategies, Trading Systems, Global Macro, Managed Accounts, FX, Investment Advisory, Electronic Trading, Risk Management, Managing Accounts, Derivatives, Equities, Financial Markets, Commodity Markets, Due Diligence, Investment Management, Wealth Management, Options, Commodity, Fixed Income, FX trading, Financial Advisory, Trading, FINRA, Institutional..., ETFs, Securities, Hedging, Asset Management, Fund Of Funds, Bonds, Equity Trading, Series 7, Capital Markets, Bloomberg, FX Options, Mutual Funds, Proprietary Trading, Investor Relations, Private Equity, Series 63
Education
University of Portland 1994 — 1999
Bachelors, Finance
Triton Capital Advisors, LLC May 2010 - January 2014
Altegris Investments January 2006 - April 2010
Altegris Investments July 2002 - December 2005
Skills
Managed Futures, Alternative Assets, Commodities, Investments, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Currency, Trading Strategies, Trading Systems, Global Macro, Managed Accounts, FX, Investment Advisory, Electronic Trading, Risk Management, Managing Accounts, Derivatives, Equities, Financial Markets, Commodity Markets, Due Diligence, Investment Management, Wealth Management, Options, Commodity, Fixed Income, FX trading, Financial Advisory, Trading, FINRA, Institutional..., ETFs, Securities, Hedging, Asset Management, Fund Of Funds, Bonds, Equity Trading, Series 7, Capital Markets, Bloomberg, FX Options, Mutual Funds, Proprietary Trading, Investor Relations, Private Equity, Series 63
Education
University of Portland 1994 — 1999
Bachelors, Finance
Nicholas Maffeo, CAIA's Altegris Investments Experience September 2005 - June 2011
Job Investment Analyst IV at Employees Retirement System of Texas
Industry Financial Services
Experience
Employees Retirement System of Texas November 2012 - Present
Altegris Investments September 2005 - June 2011
LPL Financial 2005 - 2005
Skills
Alternative Investments, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Due Diligence, Asset Management, Bloomberg, Portfolio Management
Education
University of Florida 2011 — 2012
Masters in Business Administration (MBA), Finance
Shippensburg University of Pennsylvania 2001 — 2005
Bachelors, Finance / Economics
Employees Retirement System of Texas November 2012 - Present
Altegris Investments September 2005 - June 2011
LPL Financial 2005 - 2005
Skills
Alternative Investments, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Due Diligence, Asset Management, Bloomberg, Portfolio Management
Education
University of Florida 2011 — 2012
Masters in Business Administration (MBA), Finance
Shippensburg University of Pennsylvania 2001 — 2005
Bachelors, Finance / Economics
Brett Kondrick's Altegris Investments Experience June 2007 - November 2008
Job Chief Financial Officer at South Bay Development
Industry Commercial Real Estate
Experience
South Bay Development June 2015 - Present
Wells Fargo August 2012 - April 2015
Wells Fargo February 2012 - July 2012
Wells Fargo July 2009 - February 2012
Altegris Investments June 2007 - November 2008
Edward Jones June 2005 - June 2007
United States Marine Corps June 2003 - June 2005
Skills
Dispositions, Refinance, Portfolio Management, Real Estate Investment, Loans, Credit Analysis, Investments, Real Estate Economics, Financial Modeling, Investment Properties, Disposition, Finance, Credit, Financial Analysis
Education
University of San Diego
BBA
South Bay Development June 2015 - Present
Wells Fargo August 2012 - April 2015
Wells Fargo February 2012 - July 2012
Wells Fargo July 2009 - February 2012
Altegris Investments June 2007 - November 2008
Edward Jones June 2005 - June 2007
United States Marine Corps June 2003 - June 2005
Skills
Dispositions, Refinance, Portfolio Management, Real Estate Investment, Loans, Credit Analysis, Investments, Real Estate Economics, Financial Modeling, Investment Properties, Disposition, Finance, Credit, Financial Analysis
Education
University of San Diego
BBA
Sherina Hudson's Altegris Investments Experience June 2009 - April 2014
Job
Industry Graphic Design
Experience
Altegris Investments June 2009 - April 2014
Reed Elsevier April 2009 - June 2009
Booz Allen Hamilton September 2007 - January 2009
High Museum of Art 2005 - 2006
Skills
Graphic Design, Desktop Publishing, HTML emails, Adobe Acrobat, Adobe Creative Suite, Illustrator, Email Marketing, Photoshop, Marketing Communications, Brochures, Marketing, Layout, InDesign, HTML, Social Media, PowerPoint, Branding & Identity, Corporate Branding
Education
Sessions College 2009 — 2009
Certificate in Multimedia Design
Clark Atlanta University 2003 — 2006
Bachelor of Arts (BA), Graphic Design
Altegris Investments June 2009 - April 2014
Reed Elsevier April 2009 - June 2009
Booz Allen Hamilton September 2007 - January 2009
High Museum of Art 2005 - 2006
Skills
Graphic Design, Desktop Publishing, HTML emails, Adobe Acrobat, Adobe Creative Suite, Illustrator, Email Marketing, Photoshop, Marketing Communications, Brochures, Marketing, Layout, InDesign, HTML, Social Media, PowerPoint, Branding & Identity, Corporate Branding
Education
Sessions College 2009 — 2009
Certificate in Multimedia Design
Clark Atlanta University 2003 — 2006
Bachelor of Arts (BA), Graphic Design
Mary Deneen, SPHR's Altegris Investments Experience October 2013 - Present
Job HR Manager at Altegris Investments
Industry Human Resources
Experience
Altegris Investments October 2013 - Present
Cash Cycle Solutions, Inc (CCS formerly known as Sea-Net Holdings /ZDI) October 2009 - October 2013
San Diego SHRM April 2010 - December 2010
Deneen Consulting October 2008 - November 2009
Health Care Group February 2007 - August 2008
Digirad March 2006 - October 2006
Hotel Del Coronado December 2005 - March 2006
Grand Wailea Resort Hotel & Spa December 2004 - October 2005
Annasoft Systems 2000 - 2002
County of San Diego 1990 - 1997
Skills
HRIS, Benefits Administration, Payroll, Recruiting, Training, Employment Law, Personnel Management, Employee Relations, Performance Management, Onboarding, FMLA, Employee Engagement, Workforce Planning, Temporary Staffing, Human Resources, HR Policies, Deferred Compensation, Applicant Tracking..., New Hire Orientations
Education
University of Phoenix 2007 — 2008
Certificate, Human Resources Management
San Diego State University-California State University 1983 — 1988
BS, Criminal Justice Administration
Altegris Investments October 2013 - Present
Cash Cycle Solutions, Inc (CCS formerly known as Sea-Net Holdings /ZDI) October 2009 - October 2013
San Diego SHRM April 2010 - December 2010
Deneen Consulting October 2008 - November 2009
Health Care Group February 2007 - August 2008
Digirad March 2006 - October 2006
Hotel Del Coronado December 2005 - March 2006
Grand Wailea Resort Hotel & Spa December 2004 - October 2005
Annasoft Systems 2000 - 2002
County of San Diego 1990 - 1997
Skills
HRIS, Benefits Administration, Payroll, Recruiting, Training, Employment Law, Personnel Management, Employee Relations, Performance Management, Onboarding, FMLA, Employee Engagement, Workforce Planning, Temporary Staffing, Human Resources, HR Policies, Deferred Compensation, Applicant Tracking..., New Hire Orientations
Education
University of Phoenix 2007 — 2008
Certificate, Human Resources Management
San Diego State University-California State University 1983 — 1988
BS, Criminal Justice Administration
John Scarcella's Altegris Investments Experience 2008 - September 2014
Job Sales at Triloma
Industry Investment Management
Experience
Triloma May 2015 - Present
Altegris Investments 2008 - September 2014
Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Separately Managed..., Mutual Funds, Securities, Investment Advisory, Wealth Management, ETFs, Managed Futures
Education
Santa Clara University - Leavey School of Business
MBA, Finance, General
Santa Clara University
BSC, Finance
Triloma May 2015 - Present
Altegris Investments 2008 - September 2014
Skills
Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Separately Managed..., Mutual Funds, Securities, Investment Advisory, Wealth Management, ETFs, Managed Futures
Education
Santa Clara University - Leavey School of Business
MBA, Finance, General
Santa Clara University
BSC, Finance
Mitchell Lecrone's Altegris Investments Experience August 2013 - Present
Job Digital Marketing Specialist at Altegris Investments
Industry Financial Services
Experience
Altegris Investments August 2013 - Present
Altegris Investments February 2013 - August 2013
Citi September 2010 - February 2013
UCSB Recreational Sports August 2008 - August 2010
UCSB Recreational Sports 2008 - 2010
University of California, Santa Barbara 2008 - 2010
Skills
Public Speaking, Event Management, Microsoft Office, Notary Public, Business Strategy, Client Engagement, Foreign Languages, Email Marketing, Digital Marketing, Marketing Strategy, Social Media Marketing, Microsoft Excel, Google Analytics, Google Adwords, WordPress, Marketo, Salesforce.com, Sitecore, Customer Engagement, Social Networking, Coaching, Leadership, Strategic Financial...
Education
University of California, Santa Barbara 2006 — 2010
Bachelor's, Physical Anthropology
Altegris Investments August 2013 - Present
Altegris Investments February 2013 - August 2013
Citi September 2010 - February 2013
UCSB Recreational Sports August 2008 - August 2010
UCSB Recreational Sports 2008 - 2010
University of California, Santa Barbara 2008 - 2010
Skills
Public Speaking, Event Management, Microsoft Office, Notary Public, Business Strategy, Client Engagement, Foreign Languages, Email Marketing, Digital Marketing, Marketing Strategy, Social Media Marketing, Microsoft Excel, Google Analytics, Google Adwords, WordPress, Marketo, Salesforce.com, Sitecore, Customer Engagement, Social Networking, Coaching, Leadership, Strategic Financial...
Education
University of California, Santa Barbara 2006 — 2010
Bachelor's, Physical Anthropology
Kristina Graf's Altegris Investments Experience October 2013 - Present
Job Alternative Investment Consultant
Industry Investment Management
Experience
Altegris Investments October 2013 - Present
Altegris Investments February 2013 - September 2013
Altegris Investments October 2012 - February 2013
Gerber Kawasaki Wealth & Investment Management June 2011 - July 2012
Northwestern Mutual Financial Network December 2009 - July 2010
Raymond J. Lucia Companies, Inc June 2009 - September 2009
Exotic World Gifts June 2008 - September 2008
Raymond J. Lucia Companies, Inc July 2007 - September 2007
Skills
MS Office Suite, Salesforce.com, ACT, Retail Pro, Apple, Firefox, SEO, Facebook, Twitter, YouTube, Alternative Investments, Retail, Social Media, Strategic Financial..., Finance, Series 63, Microsoft Office, Investments, Series 7, Securities, Financial Planning, Microsoft Excel, PowerPoint, Social Networking, Financial Analysis, Sales
Education
University of California, Santa Barbara 2008 — 2011
B.A., Business Economics
La Jolla High School 2004 — 2008
High School Diploma
Altegris Investments October 2013 - Present
Altegris Investments February 2013 - September 2013
Altegris Investments October 2012 - February 2013
Gerber Kawasaki Wealth & Investment Management June 2011 - July 2012
Northwestern Mutual Financial Network December 2009 - July 2010
Raymond J. Lucia Companies, Inc June 2009 - September 2009
Exotic World Gifts June 2008 - September 2008
Raymond J. Lucia Companies, Inc July 2007 - September 2007
Skills
MS Office Suite, Salesforce.com, ACT, Retail Pro, Apple, Firefox, SEO, Facebook, Twitter, YouTube, Alternative Investments, Retail, Social Media, Strategic Financial..., Finance, Series 63, Microsoft Office, Investments, Series 7, Securities, Financial Planning, Microsoft Excel, PowerPoint, Social Networking, Financial Analysis, Sales
Education
University of California, Santa Barbara 2008 — 2011
B.A., Business Economics
La Jolla High School 2004 — 2008
High School Diploma
Cory Schutz's Altegris Investments Experience April 2003 - March 2009
Job Brand Specialist Canada Movies & TV at Amazon
Industry Internet
Experience
Amazon August 2015 - Present
Amazon Services September 2014 - August 2015
Amazon Services September 2012 - August 2014
PitchBook Data, Inc. November 2009 - August 2012
Altegris Investments April 2003 - March 2009
Skills
Business Development, SaaS, Strategy, Start-ups, Sales, Venture Capital, Account Management, Sales Management, Digital Marketing, Online Advertising, Paid Search Strategy, Management, Marketing, Advertising, Team Management, Strategic Partnerships, E-commerce, Marketing Strategy, Online Marketing, New Business Development, Leadership, Digital Media, Negotiation, Sales Process, Direct Sales, Customer Retention
Education
University of Washington 1998 — 2000
Communication, Media, Marketing & PR
University of Newcastle 1997 — 1998
Amazon August 2015 - Present
Amazon Services September 2014 - August 2015
Amazon Services September 2012 - August 2014
PitchBook Data, Inc. November 2009 - August 2012
Altegris Investments April 2003 - March 2009
Skills
Business Development, SaaS, Strategy, Start-ups, Sales, Venture Capital, Account Management, Sales Management, Digital Marketing, Online Advertising, Paid Search Strategy, Management, Marketing, Advertising, Team Management, Strategic Partnerships, E-commerce, Marketing Strategy, Online Marketing, New Business Development, Leadership, Digital Media, Negotiation, Sales Process, Direct Sales, Customer Retention
Education
University of Washington 1998 — 2000
Communication, Media, Marketing & PR
University of Newcastle 1997 — 1998
David Beaver's Altegris Investments Experience 2010 - 2010
Job Alternative Investment Marketing & Communications Professional
Industry Financial Services
Experience
Mirador Financial October 2014 - Present
Millennium Trust Company July 2013 - Present
Man Investments April 2011 - December 2012
Altegris Investments 2010 - 2010
Man Investments 2008 - 2009
Glenwood Capital Investments / Man Investments 2007 - 2008
Glenwood Capital Investments / Man Investments 2001 - 2007
Kozmo.com 2000 - 2000
Velocity Courier 1999 - 2000
B&K Bicycle Company 1998 - 1999
Skills
Marketing, Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Fixed Income, Derivatives, Private Equity, Portfolio Management, Bloomberg, Investment Management, Investments, Investment Strategies, Structured Products, Due Diligence, Investor Relations, Financial Markets, Emerging Markets, Commodity, Institutional..., Wealth Management, Publishing, Finance, Project Management
Education
Columbia College Chicago
Bachelor of Arts (BA)
Mirador Financial October 2014 - Present
Millennium Trust Company July 2013 - Present
Man Investments April 2011 - December 2012
Altegris Investments 2010 - 2010
Man Investments 2008 - 2009
Glenwood Capital Investments / Man Investments 2007 - 2008
Glenwood Capital Investments / Man Investments 2001 - 2007
Kozmo.com 2000 - 2000
Velocity Courier 1999 - 2000
B&K Bicycle Company 1998 - 1999
Skills
Marketing, Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Fixed Income, Derivatives, Private Equity, Portfolio Management, Bloomberg, Investment Management, Investments, Investment Strategies, Structured Products, Due Diligence, Investor Relations, Financial Markets, Emerging Markets, Commodity, Institutional..., Wealth Management, Publishing, Finance, Project Management
Education
Columbia College Chicago
Bachelor of Arts (BA)
Linda Rubio's Altegris Investments Experience 2008 - 2015
Job Executive Assistant at Cosmederm BioScience
Industry Pharmaceuticals
Experience
Cosmederm BioScience 2015 - Present
YPO Coastal San Diego Chapter July 2010 - Present
Altegris Investments 2008 - 2015
Edelbrock Corporation 1991 - 1994
Skills
Alternative Investments, Heavy Calendaring, Hedge Funds, Asset Allocation, Series 7, Investments, Microsoft Excel, Equities, Microsoft Word, Mutual Funds, Portfolio Management, FINRA, Bloomberg, Adobe Acrobat, Fixed Income, Managing Accounts, Access, Asset Managment, Event Planning, Event Management, Executive..., Strategic Planning
Education
BIshop Montgomery
High School, NA
California State University-Long Beach
Bachelor's degree
Cosmederm BioScience 2015 - Present
YPO Coastal San Diego Chapter July 2010 - Present
Altegris Investments 2008 - 2015
Edelbrock Corporation 1991 - 1994
Skills
Alternative Investments, Heavy Calendaring, Hedge Funds, Asset Allocation, Series 7, Investments, Microsoft Excel, Equities, Microsoft Word, Mutual Funds, Portfolio Management, FINRA, Bloomberg, Adobe Acrobat, Fixed Income, Managing Accounts, Access, Asset Managment, Event Planning, Event Management, Executive..., Strategic Planning
Education
BIshop Montgomery
High School, NA
California State University-Long Beach
Bachelor's degree
Bryce Hunter's Altegris Investments Experience August 2009 - April 2014
Job Legal Counsel at Mitchell International
Industry Computer Software
Experience
Mitchell International April 2014 - Present
Altegris Investments August 2009 - April 2014
Skills
Hedge Funds, Alternative Investments, FINRA, Mutual Funds, Equities, Securities, Asset Management, Investments, Series 7, Investment Management, Fixed Income, Due Diligence, Private Equity
Education
Pepperdine University School of Law 2005 — 2008
Doctor of Law (JD), Law
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Mitchell International April 2014 - Present
Altegris Investments August 2009 - April 2014
Skills
Hedge Funds, Alternative Investments, FINRA, Mutual Funds, Equities, Securities, Asset Management, Investments, Series 7, Investment Management, Fixed Income, Due Diligence, Private Equity
Education
Pepperdine University School of Law 2005 — 2008
Doctor of Law (JD), Law
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Bret Undem's Altegris Investments Experience 2007 - 2012
Job .
Industry Investment Management
Experience
Brighton Jones 2013 - 2013
Altegris Investments 2007 - 2012
Acacia Research 2000 - 2006
Canterbury Consulting 1998 - 2000
Wurts & Associates 1993 - 1998
Skills
Series 7, Investment Management, Fixed Income, Series 3, 7, 63, 65, Equities, Asset Allocation, CRM, Investment Strategies, Hedge Funds, Alternative Investments, Mutual Funds, Investor Relations, Investment Advisory, Private Equity
Education
University of Arizona, Eller College of Management 1988 — 1992
Bachelor of Science in Business Administration, Finance
Brighton Jones 2013 - 2013
Altegris Investments 2007 - 2012
Acacia Research 2000 - 2006
Canterbury Consulting 1998 - 2000
Wurts & Associates 1993 - 1998
Skills
Series 7, Investment Management, Fixed Income, Series 3, 7, 63, 65, Equities, Asset Allocation, CRM, Investment Strategies, Hedge Funds, Alternative Investments, Mutual Funds, Investor Relations, Investment Advisory, Private Equity
Education
University of Arizona, Eller College of Management 1988 — 1992
Bachelor of Science in Business Administration, Finance
Jimson Zhen's Altegris Investments Experience February 2013 - August 2014
Job Equity Trader at Wedbush Securities
Industry Capital Markets
Experience
Wedbush Securities December 2014 - Present
Altegris Investments February 2013 - August 2014
Zecco Trading February 2012 - September 2012
Irvine Lending Inc September 2011 - January 2012
Presidential Brokerage Inc September 2010 - December 2010
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Microsoft Word, Stock Trading, Fundamental Analysis, Technical Analysis, Asset Allocation, Fund Of Funds, Equity Trading, General Securities..., Securities Market, Stock Exchange, Stockbroking, Financial Accounting, Sales Operations, Account Reconciliation, Pricing Analysis, Mortgage Brokers, Mortgage Servicing, Bloomberg Terminal, G/L Reconciliations, Fund Accounting, Fund Performance, Securities, Series 7, Equities, Trading
Education
UCSD
Bachelor of Arts, Economics
Wedbush Securities December 2014 - Present
Altegris Investments February 2013 - August 2014
Zecco Trading February 2012 - September 2012
Irvine Lending Inc September 2011 - January 2012
Presidential Brokerage Inc September 2010 - December 2010
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Microsoft Word, Stock Trading, Fundamental Analysis, Technical Analysis, Asset Allocation, Fund Of Funds, Equity Trading, General Securities..., Securities Market, Stock Exchange, Stockbroking, Financial Accounting, Sales Operations, Account Reconciliation, Pricing Analysis, Mortgage Brokers, Mortgage Servicing, Bloomberg Terminal, G/L Reconciliations, Fund Accounting, Fund Performance, Securities, Series 7, Equities, Trading
Education
UCSD
Bachelor of Arts, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY