ATEL Securities Corporation
Address: 600 Montgomery St, San Francisco, CA 94111 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (800) 543-2835: : Hours: Category: Website: : : : Place name: : Website: https://www.atel.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of ATEL Capital Group Posting publicly on the Web Write a review Reviews"The staff at ATEL are knowledgeable and friendly, great customer service!" "Great people and environment!" "Everyone I interact with is pleasant and helpful in a timely manner." View all Google reviews
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ATEL Securities Corporation Employees
Equilar December 2014 - Present
ATEL Securities Corporation July 2012 - December 2014
ON24 April 2012 - June 2012
Interac Co. Ltd April 2009 - March 2012
ICON Capital Corp. November 2006 - December 2008
Natixis Global Asset Management September 2004 - November 2006
New York Life Insurance Company February 2003 - March 2004
Skills
Marketing, Content Strategy, Content Management, Digital Marketing, Strategic Planning, Database Marketing, Marketing Strategy, CRM, Financial Analysis, Investments, Financial Modeling, Bloomberg, Adobe Creative Suite, HTML, Public Speaking, Project Management, Financial Reporting, Adobe Illustrator, Graphic Design, Business Writing, InDesign, Copywriting, Salesforce.com, Constant Contact, Content Development, Google Analytics, Siebel, Adobe Indesign, Creative Writing, Factset, Thomson One, Mobius, Ibbotson, FirstCall, APL, ACT!, WorldTrak, Drupal, Database Management, Brand Management, Email Marketing, Analysis, Portfolio Management, Social Media, Product Marketing, Illustrator, Series 7, Series 63, Alternative Investments, Financial Services
Education
San Francisco State University
Bachelor of Science, Corporate Finance and Financial Services (Double Major), 3.57
San Francisco State University
Bachelor of Science (B.S.), Corporate Finance and Financial Services
Lincoln Financial Group January 2014 - Present
Niemann Capital Management May 2010 - December 2012
ATEL Securities Corporation February 2007 - May 2010
DWS Investments January 2006 - February 2007
DWS Investments June 2003 - January 2006
DWS Investments January 2002 - June 2003
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Series 63, Series 7, Series 6, ETFs, Wealth Management, Asset Allocation, Securities, Portfolio Management, Variable Annuities, Fixed Annuities
Education
Illinois State University
Bachelor of Science (BS), Communications
Cornerstone Recovery Services January 2015 - Present
New England Securities September 2013 - January 2015
VonChurch May 2012 - July 2012
Atel Securities Corporation March 2008 - October 2011
Marcus & Millichap August 2007 - February 2008
Finance 500, Inc. June 2006 - June 2007
Global Dominion Logisticas, B.V. July 2004 - April 2005
Somera Communications, B.V. July 2002 - July 2004
Somera Communications August 1998 - June 2001
Skills
Mutual Funds, Investment Strategies, Stocks & Stock Options, Bonds, Fixed & Variable..., Charitable Giving..., Disability Income..., Estate Conservation..., Education Funding..., Health Insurance, Retirement Planning, IRA Consolidation /..., Long-Term Care Insurance, Mortgage Protection..., Risk Management, Lump Sum Pension..., Medicare Supplement..., Pension Payout..., Pension Transfer /..., Tax Sheltered..., Term Insurance, Universal Life Insurance, Variable Universal Life..., Whole Life Insurance, Wholesaler, Portfolio Management, Commercial Real Estate, International Sales, International..., Technology, Recruiting, Console Games, Financial Advisory, Holistic Financial..., Marketing Communications, Marketing Strategy, Product Marketing, Sales, Internal Marketing, Film Production, Networking, Executive Producing, MMO, Public Relations, Strategic Public..., Manage Client..., Ethical Decision Making
Education
University of California, Santa Barbara 1994 — 1998
B.A., Mass Communication/Media Studies, 3.8
Torrey Pines High School 1994 — 1998
High School Diploma, College Preparation, -
Tied House Microbrewery and Hermitage Brewing Company September 2015 - Present
The MJC Group, Inc. September 2015 - Present
Inland Securities Corporation January 2010 - September 2015
Inland Securities Corporation February 2008 - July 2009
ATEL Securities Corporation May 2004 - November 2007
American Express Financial Advisors August 2003 - January 2004
Northstar at Tahoe October 2002 - April 2003
Merrill Lynch August 2001 - December 2001
Skills
Investments, Series 7, FINRA, Investment Properties, Alternative Investments, Marketing Strategy, Securities, Investment Advisory, 401k, Asset Management, Finance, Financial Advisory, Financial Planning, Financial Services, Investment Strategies, Leadership, Portfolio Management, Real Estate, Strategic Financial..., Strategy
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Business- Marketing
Equilar, Inc. August 2015 - Present
ATEL Securities Corporation October 2011 - February 2015
HighMark Capital Management March 2010 - May 2011
Kelmoore Investment Company March 2004 - March 2008
Franklin Templeton Investments September 1998 - December 2003
Skills
Licensing, Sales Operations, Disability Insurance, Investments, Series 7, Business Development, Alternative Investments, Sales Management..., Start-ups, Sales Management, Mutual Funds, Management, Fixed Income, Portfolio Management, Securities, Finance, Selling, Asset Allocation, Due Diligence, Series 63, District Sales..., Sales, Venture Capital, Entrepreneurship, Asset Management, Marketing, Investment Management, Salesforce.com
Education
Skyline College
EQIS - Reinventing Wealth Management Partner/AgentJohnny Miller GolfJanuary 1992 - Present
GWG Holdings, Inc. November 2012 - April 2015
ATEL Securities Corporation March 2009 - October 2012
The Putney Financial Group January 2005 - October 2009
Callaway Golf 1992 - 2003
Skills
Sales, Marketing Strategy, Account Management, Sales Management, Marketing, Strategic Planning, Sales Operations, Golf, New Business Development, Marketing Communications, Forecasting, Customer Service, Start-ups, Event Planning, Retail
Education
Windham College 1972 — 1973
History, Liberal Arts
Embry-Riddle Aeronautical University 1969 — 1972
Management
Livingston High School 1967 — 1969
Far Brook School 1961 — 1963
Resource Real Estate May 2015 - Present
ATEL Securities Corporation September 2013 - May 2015
Hartman Income REIT January 2011 - September 2013
Advanced Marketing Services 2009 - 2011
Paladin Realty Partners, LLC 2007 - 2009
ATEL Capital Group 2005 - 2007
Valas & Associates, P.C. 2003 - 2005
MFS Investment Management October 1998 - September 2000
Skills
Sales, Business Development, Mutual Funds, Series 63, Due Diligence, Fixed Annuities, Investments, Customer Service, Securities, Corporate Real Estate, Contract Negotiation, Alternative Investments, Asset Management, Financial Services, Real Estate, Private Placements, Investment Properties, Financial Advisory, Selling
Education
Northeastern University School of Law 2000 — 2003
J.D, Law
Hobart and William Smith Colleges 1994 — 1998
B.A., English, Economics
Shopoff Realty Investments September 2014 - Present
ATEL Securities Corporation June 2010 - September 2014
Ascent Real Estate Securities November 2009 - June 2010
J Damec & Associates 2004 - 2010
Bluerock Real Estate, LLC June 2007 - November 2009
US Advisors, LLC December 2004 - June 2007
Triple Net Properties, LLC July 2003 - December 2004
W. P. Carey Inc. January 2000 - March 2003
Ameriprise Financial Services, Inc. May 1994 - December 1999
U.S. Army January 1987 - October 1991
Skills
Investments, Securities, Real Estate, Investment Properties, Asset Management, Alternative Investments, Due Diligence, Financial Advisory, Series 7, Portfolio Management, Series 63, Private Equity, Strategic Financial..., Mutual Funds, Investment Advisory, Valuation, Venture Capital, Funding, Financial Analysis, Wealth Management, Retirement Planning, Mergers & Acquisitions, Asset Allocation, FINRA, Investment Strategies, Financial Structuring, Capital Markets, Private Placements, Financial Services, Hedge Funds, Trading, Investment Banking
Education
Michigan State University 1982 — 1986
BA, Business Administration
Michigan State University - The Eli Broad Graduate School of Management 1982 — 1986
Bachelor of Arts, Business Administration, with a concentration in Economics and Management
ATEL Securities Corporation April 2007 - Present
Citicorp Investment Services 2001 - 2006
Skills
Asset Based Lending, Series 7, Asset Management, Series 63, Alternative Investments, Credit Analysis, Securities, Investments, Mutual Funds, Asset Managment, Portfolio Management, Finance, Wealth Management, Financial Services, Due Diligence, Asset Allocation, Investment Advisory, Uniform Combined State..., Private Equity, Financial Risk
Education
University of North Carolina at Charlotte 1983 — 2001
Bachelor’s Degree, Economics
Alexander Central 1981 — 1983
Cypress Capital Corporation November 2003 - Present
ATEL Securities Corporation August 2002 - October 2003
SSR Realty Advisors 1996 - 2002
US Forest Service 1995 - 1996
Peace Corps - Paraguay 1992 - 1994
US Forest Service 1987 - 1991
Skills
Series 24, Investor Relations, Private Placements, Series 99, Series 39, Series 62, Series 22, Series 63
Education
Humboldt State University 1986 — 1989
Bachelor's degree, Anthropology/Archaeology, Minor in Geology
The University of New Mexico 1984 — 1986
Anthropology and Archaeology
Access Softek, Inc. January 2011 - Present
Teachscape November 2009 - October 2010
Think Services January 2009 - March 2009
AMB Property Corportation June 2008 - December 2008
ATEL Securities Corporation May 2006 - June 2008
BMW of July 2005 - May 2006
Union Street Papery January 2003 - March 2004
Starbuck's Coffee Company July 1996 - January 2003
Skills
Event Planning, Microsoft Office, Leadership, Facilities Management, Decisive Multitasker, Purchasing, Receiving, Expense Reports, Travel Arrangements, Salesforce.com, Account Management, Customer Service, Human Resources, CRM, Distribution Center..., Management, Marketing, Microsoft Excel, Project Management, Sales, Social Media, Social Networking
Education
San Francisco State University 2001 — 2004
Resource Real Estate July 2014 - Present
ATEL Securities Corporation April 2012 - July 2014
KBR Capital Markets January 2012 - April 2012
Noble Royalties April 2010 - January 2012
Touchstone Investments 2006 - 2010
Sunlife Financial July 2003 - January 2006
Genworth Financial February 2000 - June 2003
H.D. Vest Financial Services 1998 - 2000
Skills
Mutual Funds, Investments, Annuities, Insurance, Financial Advisory, Asset, Annuity, Retirement, Securities, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Retirement Planning, Series 6, Series 63, Series 7, Wealth Management
Education
Texas A&M University 1989 — 1996
BS in Poli-, Polisci
Texas A&M University 1989 — 1996
BS, Politicol Science
Guggenheim Partners May 2014 - Present
ATEL Securities Corporation July 2013 - May 2014
RS Investments December 2007 - June 2013
Columbia Management November 2001 - December 2007
Columbia Management February 1999 - November 2001
Putnam Investments November 1995 - January 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Asset Management, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Securities, Fixed Income, Equities
Education
University College Dublin 1993 — 1994
Graduate Diploma in Business Studies, 2:1
St. Patrick's College, Maynooth 1989 — 1993
BA Double Honors, History/Sociology, 2:1
St Gerald's College (High School) 1983 — 1989
Leaving Certificate