Asset Management Group
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Asset Management Group Employees
Level 3 Communications July 2012 - Present
MolsonCoors Brewing Company January 2008 - September 2008
Corporate Express June 1997 - September 2002
Donohue Feiman Retirement Plan Services April 1992 - May 1997
Asset Management Group July 1991 - April 1992
Forest Oil Corporation May 1989 - December 1991
Mercer, Meidinger March 1987 - September 1988
Skills
Employee Benefits, HRIS, Deferred Compensation, Human Resources, Onboarding, Incentive Programs, Benefits Administration, Training, Management, Program Management, Analysis, Job Descriptions, Compensation & Benefit, Salary, Recruiting
Education
Certified Employee Benefit Specialist
CEBS
The Ohio State University 1982 — 1987
BS, Business - Human Resources
Asset Management Group May 2010 - Present
Education
Azusa Pacific University 2005 — 2008
Bachelor of Science, Finance
Butte Community College 2003 — 2005
Associate in Arts, Social and Behaviorial Science
Chico High School 2000 — 2003
Loews Corp December 2004 - January 2013
KR Capital Advisors June 2000 - November 2004
Prudential Investments December 1998 - May 2000
Progressive Capital Management April 1996 - November 1998
Bear Stearns Asset Management 1994 - 1996
National Westminster Bank June 1993 - October 1994
Asset Management Group 1988 - 1991
Skills
Investments, Equities, Valuation, Portfolio Management, Asset Allocation, Securities, Investment Strategies, Financial Analysis, Investment Advisory, Asset Management, Private Equity, Mutual Funds, Mergers, Corporate Strategy..., Asset Managment, Value Investing, Mergers & Acquisitions, Investment Banking, Trading, Economics, Bloomberg, Equity Research, Fixed Income, Capital Markets, Bonds, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance, Int'l Business
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
Asset Management Group July 2007 - Present
Butte Humane Society May 2014 - Present
Mosaic Sales Solutions November 2006 - July 2007
Washington Mutual July 2004 - July 2006
Education
CSU Chico
BS, Business Administration with a concentration in Entrepreneurship and Small Business Management
Butte Community College
General Education
Wescap Group January 1993 - Present
CFA Society of Los Angeles 1984 - 2013
Asset Management Group 1988 - 1992
Security Pacific Bank 1985 - 1988
Skills
Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Modeling, Employee Stock Options, Estate Tax Planning
Education
CFA Institute 1984 — 1986
CFA, Investment Analysis and Portfolio Management
University of Southern California - Marshall School of Business 1977 — 1979
MBA, Entreprenuirship/Venture Capital
University of California, San Diego 1975 — 1977
BA, Economics
Pacific Income Advisers 2003 - Present
Trivium Consulting 2001 - 2004
Portfolio Management Consultants 1995 - 2000
Asset Management Group 1992 - 1994
Skills
Investment Management, Fixed Income, Asset Allocation, Equities, Investments, Portfolio Management, Asset Management, Separately Managed..., Mutual Funds, Wealth Management, Financial Advisory, Retirement, Securities, High Net Worth..., Institutional..., Bonds, Strategic Financial..., Capital Markets
Education
University of Colorado Boulder 1995 — 1997
MBA, Business - Finance
Colorado State University 1987 — 1991
(k)ornerstone 401k Services November 2011 - Present
Asset Management Group January 2008 - Present
Skills
Retirement, Profit Sharing, 401k, 403 b, Deferred Compensation, Retirement Plan..., Key Person Insurance, ERISA
Education
California State University-Chico 2004 — 2008
International Relations, Political Science
USAC - Puntarenas, Costa Rica 2007 — 2007
Latin American Politics
Pleasant Valley High School 2000 — 2004
California State University, Chico August 2014 - Present
Asset Management Group June 2011 - Present
Asset Management August 2003 - July 2011
Legal and Genergal America July 2000 - April 2003
Skills
Investment Strategies, Organizational..., Portfolio Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., College Savings Plans, Budget Process, Business Analysis, Behavioral Finance, Licensed Life Insurance..., Estate Planning, Personal Tax Planning, Cash Flow Forecasting, Financial Risk..., Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Management, Mutual Funds, Financial Advisory, Financial Services
Education
California State University-Chico 2009 — 2011
MBA, MBA
Catoctin
University of Maryland University College
BS, Business
Sonya Graywolf, CPA September 2007 - Present
Ball Dynamics International, LLC January 2008 - December 2013
Private Wealth Counseling Group February 2007 - August 2007
Lighthouse Management, LLC February 2007 - August 2007
Ball Dynamics International LLC May 2005 - February 2007
Selden Integrated Systems, Inc. 1993 - 2005
Asset Management Group February 1990 - June 1993
Fast-Tax 1989 - 1992
Skills
QuickBooks, Financial Reporting, Payroll, Accounting, Tax, Tax Preparation, Financial Accounting, General Ledger, CPA, Cash Management, Depreciation, Full-Charge Bookkeeping, Human Resources, Tax Returns, Small Business, Sales Tax, Cash Flow Forecasting, Strategic Financial..., Tax Advisory, Income Tax, Bookkeeping, Tax Accounting, Preparation, GAAP, Internal Controls, Accounts Receivable, Account Reconciliation, Finance, Accruals, Financial Analysis, Auditing, Fixed Assets, Financial Statements, Journal Entries, Peachtree, Accountants, Tax Research, Corporate Tax, Balance, Consolidation, Cost Accounting, Bank Reconciliation, Cash Flow, US GAAP, Management Accounting, Variance Analysis, VAT, Payroll Taxes, Revenue Recognition, Year End Accounts
Education
The University of Texas at Dallas 1981 — 1985
Bachelor of Science, Accounting
Financial Clarity, Inc. August 1992 - Present
boutique Palo Alto investment bank August 1988 - July 1992
Asset Management Group September 1984 - August 1988
Philadelphia Life Insurance September 1979 - August 1982
Skills
Financial Management, Investment Strategies, Asset Allocation, Alternative Investments, Economics, Employee Benefits, Investments, Estate Planning, Income Tax, Retirement Planning, Wealth Management, Investment Advisory, Financial Planning, Retirement, Hedge Funds, Asset Management, Portfolio Management, Mutual Funds, Wealth, Tax, Fund Of Funds, High Net Worth..., Trusts, Financial Advice, Insurance, Retirement Income..., Investment Policy, Insurance Planning, Budgeting, Portfolios, Private Equity, Equities, Tactical Asset..., Financial Advisory, Private Wealth..., Investment Management, Finance, Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Personal Finance
University of Virginia 1975 — 1979
B.S. Commerce, Finance
Harriton High School 1971 — 1975
Asset Management Group 2010 - Present
Education
Monmouth University 1976 — 1983
MBA, Business
United States Military Academy at West Point 1971 — 1975
BS
Lower Merion HS
Asset Management Group December 2012 - Present
Comapny January 2012 - Present
Wayzata Woods Apartments January 2013 - March 2015
Skills
Management, Microsoft Office, Project Management, Customer Service, Strategic Planning, Leadership, Microsoft Excel, Sales, Marketing, Business Strategy
Education
Minnesota State University, Mankato 1979 — 1981
Business Administration and Management, General
Minnesota State University, Mankato 1979 — 1981
Business Administration and Management, General
Asset Management Group October 2014 - Present
Filling Station 2011 - October 2014
Caribou Coffee July 2007 - October 2012
Skills
Barista
Education
Northwest Missouri State University 2004 — 2008
Bachelor's degree, International Business, Management, Marketing
Northwest Missouri State University 2003 — 2008
Bachelor of Science (BS), International Business, Marketing, Business Management
Envestnet, Inc April 2012 - Present
Prima Capital Holding, Inc. November 1999 - April 2012
KPMG US February 1997 - June 1999
Portfolio Management Consultants January 1994 - February 1997
Asset Management Group February 1985 - January 1994
ConocoPhillips May 1981 - February 1985
Skills
Mutual Funds, Investments, Wealth Management, Asset Management, Portfolio Management, Strategy, Investment Management, Financial Advisory, Investment Advisory, Due Diligence, Corporate Finance, Financial Services, Mergers & Acquisitions, Finance, Asset Allocation, Alternative Investments
Education
Wake Forest University - Babcock Graduate School of Management 1979 — 1981
Master of Business Administration (MBA), Finance, General
Wake Forest University 1977 — 1980
Master of Arts (MA), Immunology and parasitology
Lafayette College 1973 — 1977
Bachelor of Arts (BA), Biology/Biological Sciences, General
Asset Management Group September 2014 - Present
Chase March 2011 - June 2014
Skills
Series 7, Series 6, Series 65, Series 63, Life Insurance, Health Insurance, Customer Service, Public Speaking, Marketing, Strategic Planning, Research, Social Networking
Education
Walla Walla College 2008 — 2009
Bachelor of Business Administration (B.B.A.)
Pacific Union College 2005 — 2008
Bachelor of Business Administration (B.B.A.)
Bankrate.com January 2012 - Present
BANKRATE.COM January 2008 - January 2012
BANKRATE.COM April 2006 - December 2007
FAMILY MAGAZINE GROUP July 2005 - October 2005
HOMETOWN NEWS September 2004 - December 2004
ASSET MANAGEMENT GROUP March 2003 - October 2003
Fidelity Investments 1999 - 2001
Skills
Blogging, Editing, Press Releases, Writing, Publishing, Online Marketing, Editorial, Content Management, Copywriting, Advertising, Storytelling, Web Content, Newsletters, InDesign, AP Style, Copy Editing, Radio, Publications, Feature Articles, Content Strategy, Newspapers, Content Development, News Writing, Journalism, New Media, Online Journalism, Headline Writing, Interviews, Magazines, Social Media, WordPress
Education
Sarah Lawrence College 1994 — 1998
Bachelor of Arts (B.A.), Creative Writing
Sarah Lawrence College 1994 — 1998
Bachelor of Arts, Creative Writing
Asset Management Group November 2014 - Present
Asset Management Group September 2013 - November 2014
Asset Management Group September 2012 - September 2013
Kansas State University Foundation January 2012 - March 2012
Hoeflin Stone House Childcare Center October 2009 - May 2010
Benson Accounting August 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Quicken, Entrepreneurship, Energy, Communication, Time Management, Problem Solving, Data Entry, Data Analysis, Close Attention to..., Organization, Negotiation, Investment Management, Notary Public, Sales, Customer Service
Education
Kansas State University 2009 — 2012
Bachelor of Arts, Psychology, Business Administration
MTS November 2014 - Present
Dungarvin June 2013 - September 2014
Progress Valley II December 2011 - June 2013
RS Eden 2006 - 2011
PROGRESS VALLEY II 2005 - 2006
SALVATION ARMY-BOOTH BROWN HOUSE FOYER PROGRAM 2003 - 2006
Asset Management Group 2002 - 2004
Skills
Non-profits, Fundraising, Social Services, Community Outreach, Mental Health Counseling, Case Managment, Youth Development, Interviews, Therapists, Conflict Resolution, Crisis Intervention, Mental Health, Program Development
Education
Metropolitan State University 2006 — 2007
N/A, Course Work
Metropolitan State University
Experian Interactive August 2012 - Present
SQL Analytics September 2011 - August 2012
WealthTouch, Inc. September 2011 - August 2012
Cricket Communications September 2008 - September 2011
Denver SQL Server Users Group March 2007 - January 2009
Datavail Corp. January 2008 - August 2008
StrataVia June 2005 - December 2007
DS Associates June 1993 - June 2004
Asset Management Group September 1986 - November 1992
The Anschutz Corporation February 1982 - September 1986
Skills
Powershell, SQL Server, Databases, SQL, T-SQL, C#, ASP.NET, XML, Visual Studio, Architecture, Administration, HTML, CSS, Web Services, jQuery, ADO.NET, Windows, SSRS, .NET, MySQL, Production, PL/SQL, TFS, Programming, Software Development, SSIS, sql, Microsoft SQL Server, Agile Methodologies, Scrum, Database Design
Education
MySQL for Database Administrators 2007 — 2007
Certificate, MySQL Data Base Administration
New Mexico State University 1976 — 1977
Computer Science
Ventura Community Junior College 1971 — 1973
Computer Science
Asset Management Group June 2013 - Present
Cavalier Buildings February 2013 - Present
Floormall.com September 2004 - May 2010
Skills
Sales Rep Training, Sales Management, Sales Operations, Sales Presentations, Scripting, Term Life Insurance, New Business Development, Universal Life, Sales Process, Life Insurance, Coaching, Social Media Marketing, Insurance, Training, Recruiting, Business Strategy, Operations Management, Building Relationships, Sales, Whole Life
Education
Strayer University 2008 — 2013
Turf Design, INC September 2010 - Present
Reece and Nichols Realty January 2011 - September 2012
Property Management Services September 2007 - April 2010
Asset Management Group May 2009 - August 2009
Education
New York Real Estate Institute
Real Estate Salesperson
The University of Kansas
Asset Management Group January 1988 - Present
(k)ornerstone 401(k) Services 2011 - Present
(k)ornerstone 401(k) Tribal Services 2011 - Present
Skills
401k, Wealth Management, Investment Advisory, Portfolio Management, Public Speaking, Retirement Plan..., Risk Management, Strategic Financial..., Equities, 401k Rollovers, Alternative Investments, Financial Services, Mergers & Acquisitions, Financial Advisory, Investment Strategies, Term Life Insurance, Small Business, Profit Sharing, Securities, Financial Planners, Business Planning, IRAs, Financial Modeling, Management, Finance, Investments, ERISA, Employee Benefits, Financial Analysis, Defined Benefit, Long-term Care, Series 63, Managed Money, Executive Management, Health Insurance, Retirement Planning
Education
CSU Chico
First Source LLC December 2012 - Present
Cypress Group, LLC September 2000 - Present
Asset Management Group May 1986 - September 2000
Education
Villanova University School of Law 1987 — 1989
Masters in Taxation, Individual Taxation
Temple University - Fox School of Business and Management 1978 — 1980
BBA, Finance
Echelon Advisors, LLC February 2014 - Present
Rothstein Kass August 2009 - February 2014
Wilmington Family Office July 2006 - August 2009
Deutsche Bank January 2004 - July 2006
KPMG January 1997 - February 2004
Hoke, Inc January 1994 - January 1997
Asset Management Group November 1992 - January 1994
Grant Thornton November 1987 - January 1992
Skills
CPA, Tax, Income Tax, Corporate Tax, Accounting, Tax Research, Tax Accounting, SEC filings, Financial Reporting, US GAAP, Internal Controls, Tax Preparation
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
BA
J. Herzog & Sons October 2007 - October 2008
NexCore Group July 2006 - June 2007
Farrell-Roeh Group September 2002 - July 2006
AMG Guaranty Trust January 1998 - December 2001
Asset Management Group October 1986 - September 1997
Skills
Due Diligence, Investments, Structuring, Financial Analysis, Asset Management, Real Estate Finance, Portfolio Management, Real Estate Economics, Asset Managment, Financial Structuring, Alternative Investments, Private Equity, Financial Modeling, Hedge Funds, Investment Strategies, Venture Capital, Valuation, Investment Management, Equities, Capital Markets, Asset Allocation, Corporate Finance, Finance, Mutual Funds, Acquisitions, Mergers & Acquisitions, Investment Advisory, Securities
Education
University of Pennsylvania - The Wharton School 1978 — 1980
1980, Finance
University of Pennsylvania - The Wharton School 1975 — 1979
1979, Finance
Santander Bank, N.A. 2014 - Present
Ashva Finance & Marketing 2011 - Present
Bank of Tokyo-Mitsubishi 2005 - 2011
Banco Santander 1998 - 2005
Bilingual Educational System Team 1996 - 1997
Home Savings of America 1994 - 1996
Andrew Kalotay Associates 1991 - 1992
Asset Management Group 1988 - 1990
Skills
Credit Analysis, Marketing Strategy, Business Strategy, Staff Development, Business Development, Cost Benefit, Cultural Diversity, Product Marketing, Supervisory Experience, Project Management, Portfolio Management, Banking, Capital Markets, Corporate Finance, Finance, Investment Banking, Equities, Fixed Income, Financial Analysis, Analysis, Credit, Investments, Management, Valuation
Education
University of San Diego 1992 — 1994
MIB, International Finance & Marketing
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BA, Finance & Marketing
Tangoe May 2011 - Present
Liberty Tax Service, Parsippany, NJ December 2010 - April 2011
Reckitt Benckiser November 2008 - May 2009
Celerity - Allen, TX 2006 - 2008
Allen ISD January 2001 - January 2006
FL Dept of Corrections 1993 - 2000
Rhone-Poulenc Rorer 1990 - 1992
Merrill Lynch January 1988 - January 1990
ASSET MANAGEMENT GROUP January 1987 - January 1988
Skills
Financial Analysis, Budget, Expense Allocation, Goal Oriented, Problem Solving, Organizational..., Teamwork, Telecommunications, Sales, Analysis, Budgets, Management, Accounting, Finance, Mentoring, Marketing Strategy, Forecasting, Process Improvement, Vendor Management
Education
Fairleigh Dickinson University 1986 — 1988
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Science (BS), Economics
Montville Township High School 1978 — 1982
Citigroup October 2004 - December 2009
Asset Management Group January 2004 - October 2004
the Investment Advisory Group November 2003 - January 2004
Lehman Brothers November 2000 - November 2002
JOSEPHTHAL August 1999 - November 2000
Education
Metropolitan College of New York
ASA COLLEGE; Bachelors, BUSINESS AND COMPUTER TECHNOLOGY; Business Administration
Accounting or music June 2011 - Present
Urban Lights July 2010 - March 2011
Wayne Freeman, CPA March 2010 - April 2010
St. Andrew Methodist Church March 2008 - February 2010
Hudson Financial Solutions 2006 - 2008
Foothills Lighting & Supply January 2002 - June 2006
Asset Management Group January 1996 - May 1999
Columbia Savings June 1981 - March 1987
Johns-Manville March 1979 - May 1981
Education
University of Colorado Denver 1975 — 1979
none, Accounting
University of Northern Colorado 1970 — 1974
BA, Music Education
Washington Language Center September 2013 - Present
NOVA January 2013 - Present
Asset Management Group November 2010 - March 2013
Skills
College Savings Plans, Wealth Accumulation, Executive Benefit..., Long Term Care Insurance, Retirement Savings, Annuities, Key Employee Strategies
Education
Pontificia Universidad Católica Madre y Maestra 1996 — 1997
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Universidad Nacional PedroHenriquez Ureña 1988 — 1995
Bachelor of Business Administration (B.B.A.), Hotel & Restaurant Management
Asset Management Group 2012 - Present
Country Club Bank 1998 - Present
Skills
Asset Liability..., Portfolio Management, Banking, ALM, Capital Markets, Risk Management, Asset Management, Treasury Management, Commercial Banking, Equities, Financial Analysis, Finance, Investments, Loans, Credit Analysis, Commercial Lending, Credit, Credit Risk, Retail Banking
Education
University of Missouri-Kansas City 1976 — 1979
Doctor of Law (JD)
University of Missouri-Columbia 1967 — 1971
City of Grand Rapids, MI January 2001 - Present
Action Packaging November 1992 - November 2000
Asset Management Group November 1990 - November 1992
Skills
Tax Accounting
Education
Aquinas College 1985 — 1987
Bachelor of Science (B.S.), Accounting and Finance
Grand Rapids Community College 1983 — 1985
Accounting and Finance
Grand Rapids Catholic Central High School 1979 — 1983