ATEL Securities Corporation

Description

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

Employee
Years
Job
Industry
Clifford Li Clifford Li San Francisco Bay Area Details
Clifford Li's ATEL Securities Corporation Experience July 2012 - December 2014
Job Director of Lead Generation and Marketing Operations
Industry Information Technology and Services
Experience
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

Chris Deacy Chris Deacy Greater Chicago Area Details
Chris Deacy's ATEL Securities Corporation Experience February 2007 - May 2010
Job External Wholesaler
Industry Investment Management
Experience
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

Jeffrey Rosenthal Jeffrey Rosenthal Greater San Diego Area Details
Jeffrey Rosenthal's ATEL Securities Corporation Experience March 2008 - October 2011
Job Owner at Cornerstone Recovery Services
Industry Financial Services
Experience
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, -

Erik Cormier Erik Cormier San Francisco Bay Area Details
Erik Cormier's ATEL Securities Corporation Experience May 2004 - November 2007
Job Managing Director at The MJC Group, Inc.
Industry Financial Services
Experience
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

David A. Loobey David A. Loobey San Francisco Bay Area Details
David A. Loobey's ATEL Securities Corporation Experience October 2011 - February 2015
Job Sales Development at Equilar, Inc
Industry Information Technology and Services
Experience
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

Bill Servis Bill Servis San Francisco Bay Area Details
Bill Servis's ATEL Securities Corporation Experience March 2009 - October 2012
Job Senior Business Consultant at EQIS Institutional
Industry Financial Services
Experience
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

Matthew Travis, J.D. Matthew Travis, J.D. San Francisco Bay Area Details
Matthew Travis, J.D.'s ATEL Securities Corporation Experience September 2013 - May 2015
Job Vice President of Sales Northwest Region at Resource Real Estate
Industry Financial Services
Experience
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

Jeffrey R. Damec Jeffrey R. Damec Greater Grand Rapids, Michigan Area Details
Jeffrey R. Damec's ATEL Securities Corporation Experience June 2010 - September 2014
Job Regional Vice President at Shopoff Realty Investments
Industry Financial Services
Experience
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

Randy Fox Randy Fox San Francisco Bay Area Details
Randy Fox's ATEL Securities Corporation Experience April 2007 - Present
Job VP & Chief Compliance Officer
Industry Financial Services
Experience
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

Dan Rael Dan Rael San Francisco Bay Area Details
Dan Rael's ATEL Securities Corporation Experience August 2002 - October 2003
Job President, CCO, Cypress Capital
Industry Financial Services
Experience
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

Shannon Forster Shannon Forster San Francisco Bay Area Details
Shannon Forster's ATEL Securities Corporation Experience May 2006 - June 2008
Job Office Manager at Access Softek, Inc.
Industry Computer Software
Experience
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

Kurt Tesdall Kurt Tesdall Dallas/Fort Worth Area Details
Kurt Tesdall's ATEL Securities Corporation Experience April 2012 - July 2014
Job RVP at Resource Real Estate
Industry Financial Services
Experience
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

Tom Waldron Tom Waldron Greater Boston Area Details
Tom Waldron's ATEL Securities Corporation Experience July 2013 - May 2014
Job Regional Vice President at Guggenheim Partners
Industry Investment Management
Experience
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