Bailard, Inc.

Industry: Company

Description

Founded: 1969 Parent organization: BB&K Holdings, Inc.

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Bailard, Inc. Employees

Employee
Years
Job
Industry
Glenn Miles Glenn Miles Sacramento, California Area Details
Glenn Miles's Bailard, Inc. Experience 2004 - 2005
Job Principal Consultant, Public Employment & Retirement Committee at California State Senate
Industry Legislative Office
Experience
California State Senate  May 2012 - Present
The Miles Law Firm   October 2010 - May 2012
Stanford Law School  June 2005 - April 2011
The Miles Law Firm   2001 - 2010
Bailard, Inc.   2004 - 2005
CalPERS  1993 - 2000
California Department of Finance  1990 - 1993
Health Volunteers Overseas  1987 - 1988

Skills
Civil Litigation, Legal Research, Commercial Litigation, Corporate Law, Corporate Governance, Higher Education, Securities Law, Asset Management, Pension Funds, Policy, Legislative Analysis, Budget Preparation, Government Finance, Immigration Law, Spanish, German, Legal Writing, Policy Analysis

Education
University of California, Hastings College of the Law   1999 — 2002
J.D., Law

The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   1986 — 1988
M.A., International Studies/ Economics

University of California, Davis   1982 — 1986
B.A., International Relations / German

University of Vienna   1984 — 1985

Universidad Nacional Autónoma de México   1984 — 1984

Yuba City High School   1978 — 1982
H.S. Diploma

Michelle Foss Michelle Foss San Francisco, California Details
Michelle Foss's Bailard, Inc. Experience August 2000 - June 2005
Job Director Portfolio Management at Invesco Real Estate
Industry Real Estate
Experience
Invesco Real Estate  July 2014 - Present
Bailard Real Estate Investment Trust, Inc.   December 2010 - June 2014
Bailard Real Estate Investment Trust, Inc.   July 2005 - November 2010
Bailard, Inc.   August 2000 - June 2005
Prudential Financial  January 2000 - July 2000

Skills
Real Estate, Strategic Planning, Investment Properties, Real Estate Development, Negotiation, Contract Negotiation, New Business Development, Real Estate Transactions, Portfolio Management, Commercial Real Estate, Real Estate Financing

Education
University of California, Berkeley, Haas School of Business   2002 — 2005
MBA

Emory University - Goizueta Business School   1992 — 1996
Bachelor of Business Administration (BBA), Finance, General

Shiv Mahbubani Shiv Mahbubani San Francisco Bay Area Details
Shiv Mahbubani's Bailard, Inc. Experience July 2014 - Present
Job Investment Associate at Bailard, Inc.
Industry Financial Services
Experience
Bailard, Inc.   July 2014 - Present
Fisher Investments  July 2013 - June 2014
StudySoup  October 2012 - June 2013
Pacific Pointe Advisors   July 2012 - June 2013
The Alliance to Save Energy  May 2011 - May 2012
Stapleton Technologies   July 2011 - September 2011
Aquapharm Chemicals   July 2010 - September 2010

Skills
PowerPoint, Social Media, Microsoft Excel, Leadership, Always Punctual, Highly motivated..., Event Management, Digital Photography, Videography, Bilingual

Education
UCSB   2009 — 2013
B.A. degree, Economics

Paul Roberts, P.E. Paul Roberts, P.E. San Francisco Bay Area Details
Paul Roberts, P.E.'s Bailard, Inc. Experience February 2015 - May 2015
Job MBA candidate, Haas School of Business
Industry Real Estate
Experience
MetLife Real Estate Investors  June 2015 - August 2015
Bailard, Inc.   February 2015 - May 2015
Holmes Culley  July 2012 - August 2014
Holmes Culley  July 2010 - June 2012
Holmes Consulting Group   October 2010 - December 2010
Holmes Culley  September 2007 - June 2010
JMN Consulting Engineers   June 2006 - September 2006

Skills
Financial Analysis, Financial Modeling, Real Estate, Structural Engineering, Structural Analysis, Construction, Real Estate Economics, Real Estate Financing, Argus Modeling, Valuation, DCF Valuation, Investments, Real Estate Development, Commercial Real Estate, Equity Research, Equities, Structures, Concrete, Earthquake Engineering, Foundation Design, Building Codes, Seismic Retrofit, Timber Structures, Steel Design, Reinforced Concrete, Structural Engineers, Seismic Design, Residential Homes, Value Engineering, Structural Calculations, Sustainable Design, IBC, RISA, High End Residential...

Education
Haas School of Business, UC Berkeley   2013 — 2016
Master of Business Administration (M.B.A.), Finance & Real Estate

California Polytechnic State University-San Luis Obispo   2002 — 2007
Bachelor's Degree, Architectural Engineering

University of Canterbury   2006 — 2006
Study Abroad Program

David Lohrey David Lohrey Manhattan Beach, California Details
David Lohrey's Bailard, Inc. Experience November 2011 - July 2012
Job Business Development Associate at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management  March 2015 - Present
Grassi Investment Management   November 2012 - March 2015
Bailard, Inc.   November 2011 - July 2012
USC Marshall School of Business  August 2009 - November 2011
The Salter Group  June 2010 - April 2011
Townsend Management, Inc  April 2006 - April 2009
Pacific States Environmental Contractors   May 2003 - August 2004

Skills
Financial Modeling, Valuation, Data Analysis, Asset Managment, Microsoft Excel, Market Research, Asset Management, Capital Markets, Due Diligence, Strategy, Business Strategy, Forecasting, Financial Analysis, Finance, Corporate Finance, Investments, Strategic Planning, Economics, Portfolio Management, Equities, Mutual Funds, Analysis, Equity Research, Competitive Analysis, Mergers & Acquisitions, Management, Project Management, Business Development

Education
University of Southern California - Marshall School of Business   2009 — 2011
MBA, Applied Finance

Massachusetts Institute of Technology   2001 — 2005
BS, Civil and Environmental Engineering, Economics

Saint Ignatius College Preparatory   1997 — 2001

Jane Hecht Jane Hecht Seattle, Washington Details
Jane Hecht's Bailard, Inc. Experience 1994 - 1996
Job CCO and Operations Manager at Pugh Capital Management, Inc.
Industry Investment Management
Experience
Pugh Capital Management, Inc.   March 2014 - Present
Pugh Capital Management, Inc.   May 2012 - Present
D.S. Kennedy & Co.   November 2011 - April 2012
Hoover Investment Management   2003 - April 2011
Jurika & Voyles  July 1996 - February 2003
Bailard, Inc.   1994 - 1996
Brown Brothers Harriman  August 1990 - July 1992

Education
Boston University   1992 — 1994
MBA

St. Olaf College   1984 — 1988
BA, Economics, French

Preston Sargent Preston Sargent San Francisco Bay Area Details
Preston Sargent's Bailard, Inc. Experience August 2014 - Present
Job Executive Vice President, Bailard, Inc.
Industry Investment Management
Experience
Bailard, Inc.   August 2014 - Present
Trail Creek Capital, LLC   December 2013 - August 2014
Berkadia Capital Advisors LLC   March 2013 - December 2013
Trail Creek Capital   March 2011 - March 2013
Kennedy Associates  September 2000 - March 2011
GE Asset Management  February 1991 - September 2000
Aetna Realty Investors   October 1987 - February 1991
William Blair Realty   January 1986 - October 1987
LaSalle Partners  September 1983 - January 1986

Skills
Portfolio Management, Asset Management, Disposition, Real Estate Economics, Real Estate, Acquisitions, Asset Managment, Investment Properties, Real Estate Development, Brokerage, Real Estate Transactions, Due Diligence, Corporate Real Estate, Commercial Real Estate, Joint Ventures, Valuation, Entitlements, Property, Investments, Leases, Real Estate Financing, Equities, Private Equity, Loans, Real Estate Private..., Investment Management, Lease Negotiations, Property Management, Location Intelligence, Tenant Representation, Lease Administration, Tenant, Financial Modeling, Landlords, Landlord

Education
Case Western Reserve University School of Law   1980 — 1983
Juris Doctorate, Law

Colorado College   1975 — 1980
Bachelor of Arts, Political Science/Economics

James Jiang James Jiang San Francisco Bay Area Details
James Jiang's Bailard, Inc. Experience August 2013 - Present
Job Investment Associate at Bailard, Inc.
Industry Financial Services
Experience
Bailard, Inc.   August 2013 - Present
UCSB Investment Advisory Committee  May 2012 - June 2013
Pacific Pointe Advisors   July 2012 - April 2013
US Bank  January 2011 - July 2012

Education
UCSB   2009 — 2013
Business Economics, minor in Statistics, Economics

Saratoga High

Dave Harrison Smith, CFA Dave Harrison Smith, CFA San Francisco Bay Area Details
Dave Harrison Smith, CFA's Bailard, Inc. Experience August 2011 - Present
Job Vice President of Investment Analysis
Industry Financial Services
Experience
Bailard, Inc.   August 2011 - Present
Bailard, Inc.   February 2009 - August 2011
Mercer Consulting  June 2008 - September 2008

Skills
Financial Modeling, Valuation, Alternative Investments, Investment Strategies, Equities, Hedge Funds, Wealth Management, Asset Managment, Financial Analysis, Portfolio Management, Bloomberg

Education
University of California, Berkeley - Walter A. Haas School of Business   2013 — 2016
Master of Business Administration (MBA)

University of California, Berkeley   2005 — 2008
BS, BA, Business Administration, Economics

University of California, Berkeley - Walter A. Haas School of Business   2005 — 2008
BS, Business Administration

Eric J. Kao Eric J. Kao San Francisco Bay Area Details
Eric J. Kao's Bailard, Inc. Experience June 2011 - September 2011
Job Computer Science R&D
Industry Computer Software
Experience
Stanford University  2008 - 2015
Stanford University  September 2009 - November 2012
Bailard, Inc.   June 2011 - September 2011
TD Securities  April 2007 - August 2007
University of Waterloo  April 2006 - December 2006

Skills
Teamwork, Team Leadership, Active Listening, Conflict Resolution, Critical Thinking, Technical Writing, Technical Presentations, Computer Science, Algorithms, Machine Learning, Software Development, Computational Logic, Databases, Artificial Intelligence, Economics, SQL, Java, JavaScript, Software Engineering, Management, Financial Analysis, Research, R, Matlab, Data Analysis, Analysis, Microsoft Office, LaTeX, Big Data, Game Theory, Nutrition, Datalog, Automata Theory, Automated Reasoning, Abstraction, Statistics, E-Learning, Technology Transfer

Education
Stanford University
Doctor of Philosophy (Ph.D.), Computer Science

Stanford University
Master’s Degree, Computer Science

University of Waterloo
Bachelor of Mathematics, Mathematics

Debbie Tanguay Debbie Tanguay San Francisco Bay Area Details
Debbie Tanguay's Bailard, Inc. Experience September 2014 - Present
Job Marketing Specialist at Bailard, Inc.
Industry Marketing and Advertising
Experience
Bailard, Inc.   September 2014 - Present
Streetline, Inc.   July 2013 - July 2014
Streetline, Inc.   January 2011 - June 2013
Streetline, Inc.   June 2010 - December 2010
Pacific BioDevelopment  July 2009 - September 2009
Cal Poly State University  March 2009 - June 2009

Skills
Marketing, Marketing Communications, Social Media, Event Planning, Copywriting, Marketing Strategy, Market Research, Blogging, Internet of Things, Competitive Analysis, Project Management, Public Relations, Email Marketing, WordPress, Newsletters, SaaS, CRM, Start-ups, SEO, Salesforce.com, Cision, Photoshop, Digital Marketing, Marketing Automation, Google Analytics, Content Marketing, Creative Writing, Executive Communications, Microsoft Office, InDesign, Thought Leadership, Data Analysis, Lead Generation

Education
California Polytechnic State University-San Luis Obispo
B.S., Economics, Marketing Management Concentration

Notre Dame High School - Belmont, California   2001 — 2005
High School

Sonya Hetrick Sonya Hetrick Berkeley, California Details
Sonya Hetrick's Bailard, Inc. Experience January 2012 - July 2013
Job MBA Candidate at BerkeleyHaas and Research Intern at SASB
Industry Investment Management
Experience
SASB – Sustainability Accounting Standards Board  June 2015 - Present
Bailard, Inc.   January 2012 - July 2013
Google  April 2010 - September 2011
Ecotrust  March 2009 - February 2010

Skills
Policy, Strategy, Leadership, Qualitative Research, Entrepreneurship, Research, Corporate Social..., Marketing, Cross-functional Team..., Asset Management, Data Analysis, Management, Human Resources, Management Consulting, Valuation

Education
Haas School of Business, UC Berkeley   2014 — 2016
Master of Business Administration (MBA)

American University   2005 — 2008
B.S., Economics, minor in Math

Kourosh Zamanizadeh Kourosh Zamanizadeh San Francisco Bay Area Details
Kourosh Zamanizadeh's Bailard, Inc. Experience March 2012 - Present
Job Vice President of Business Development, Wealth Management
Industry Investment Management
Experience
Bailard, Inc.   March 2012 - Present
Bailard, Inc.   July 2009 - March 2012
CLAREMONT CREEK VENTURES  January 2009 - May 2009
CENTER FOR ENTREPRENEURSHIP AND TECHNOLOGY (CET)   August 2006 - December 2008
WELLS FARGO WEALTH MANAGEMENT GROUP  June 2008 - August 2008
NIERENBERG INVESTMENT MANAGEMENT COMPANY   May 2006 - August 2006

Education
University of California, Berkeley, Haas School of Business   2015 — 2018
Master of Business Administration (MBA)

University of California, Berkeley   2005 — 2008
B.S., Business Administration

Mountain View High School

Jenilee Deal Jenilee Deal San Francisco Bay Area Details
Jenilee Deal's Bailard, Inc. Experience 2011 - 2013
Job Head of Employee Success at Gainsight
Industry Human Resources
Experience
Gainsight  2015 - Present
Delphix  2013 - 2015
Bailard, Inc.   2011 - 2013
SHRM Young Professionals   2010 - 2012
Bailard, Inc.   2010 - 2011
Bailard, Inc.   2008 - 2010

Skills
Interviews, Employee Engagement, Employer Branding, Onboarding, Performance Management, Coaching, Succession Planning, Human Resources, Deferred Compensation, Talent Acquisition, Employee Relations, Organizational..., Talent Management, Strategy, Leadership

Education
Stanford University
B.A., Psychology

David Schwarzenberger, CFA David Schwarzenberger, CFA San Francisco Bay Area Details
David Schwarzenberger, CFA's Bailard, Inc. Experience May 2014 - Present
Job SVP, Director, Institutional Sales at Bailard, Inc.
Industry Financial Services
Experience
Bailard, Inc.   May 2014 - Present
Sisters of St. Dominic   2010 - Present

Skills
Alternative Investments, Investment Management, Asset Management, Investment Strategies, Asset Allocation, Finance, Equities, Due Diligence, Mutual Funds, Investments, Hedge Funds, Wealth Management, Portfolio Management, Financial Services, Financial Analysis, Bloomberg, Spanish-speaking, Public Speaking

Education
Boise State University
Bachelor of Business Administration (B.B.A.), Finance and Spanish

Pontificia Universidad Católica del Ecuador
Spanish

CFA Institute

Osman Tansu Akgun Osman Tansu Akgun San Francisco Bay Area Details
Osman Tansu Akgun's Bailard, Inc. Experience 2012 - Present
Job Senior Research Analyst at Bailard, Inc.
Industry Research
Experience
Bailard, Inc.   2012 - Present
Presidio Graduate School  2011 - 2012
UC Berkeley  2007 - 2012
San Francisco State University  November 2010 - December 2010
United Airlines  June 2009 - August 2009

Skills
Quantitative Finance, Portfolio Management, Operations Research, Statistics, Stochastic Modeling, Mathematical Modeling, Statistical Modeling, Linear Programming, Data Analysis, CPLEX, R

Education
University of California, Berkeley   2007 — 2012
PhD, Industrial Engineering and Operations Research

University of California, Berkeley   2009 — 2012
MA, Statistics

University of California, Berkeley   2007 — 2009
MS, Industrial Engineering and Operations Research

Bogazici University   2002 — 2007
BS, Industrial Engineering

Mark Schemper Mark Schemper Las Vegas, Nevada Area Details
Mark Schemper's Bailard, Inc. Experience May 2009 - March 2013
Job Trading and Operations
Industry Capital Markets
Experience
Bailard, Inc.   May 2009 - March 2013
Bailard, Inc.   July 2006 - May 2009
SFG Asset Advisors  August 2005 - July 2006
Private Consultant  August 1999 - December 2005
3Com  January 2001 - December 2001
JCP Geologists   March 1998 - January 2001

Skills
Equities, Risk Management, Hedge Funds, Financial Risk, Trading, Securities, Bloomberg, Alternative Investments, Portfolio Management, Financial Modeling

Education
Santa Clara University
MBA, Finance

Santa Clara University
BS, Computer Science / Mathematics

Karen Elwood Karen Elwood San Francisco Bay Area Details
Karen Elwood's Bailard, Inc. Experience August 1986 - April 2008
Job Office Manager at THE MELT
Industry Restaurants
Experience
Fish Six Restaurant Corp DBA "The Melt"   August 2011 - Present
Cisco/FLIP Video   October 2008 - July 2011
Bailard, Inc.   August 1986 - April 2008

Education
Saint Mary's College of California
B.A., Business Management

Katie Beltrone, CFA Katie Beltrone, CFA Seattle, Washington Details
Katie Beltrone, CFA's Bailard, Inc. Experience January 2007 - August 2011
Job Senior Vendor Manager, Home
Industry Retail
Experience
Amazon  May 2013 - August 2013
Bailard, Inc  January 2007 - August 2011
Bailard, Inc.   May 2006 - August 2011
Joseph Eve  June 2005 - January 2006

Skills
Client Service, Direct Sales, Operations, Investment Strategies, Wealth Management, Uniform Combined State..., Series 7, Asset Managment, Alternative Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Equities, Asset Allocation, Mutual Funds, Business Development, Leadership, Cross-functional Team..., Product Management, Business Strategy

Education
University of Notre Dame - Mendoza College of Business   2012 — 2014
Master of Business Administration (MBA)

University of Portland   2002 — 2006
BBA

The Financial Industry Regulatory Authority (FINRA) Licenses

Great Falls High   2000 — 2002

Michael Faust, CFA Michael Faust, CFA San Francisco Bay Area Details
Michael Faust, CFA's Bailard, Inc. Experience October 2008 - Present
Job Executive Vice President at Bailard, Inc.
Industry Investment Management
Experience
Bailard, Inc.   October 2008 - Present
Reel Two Holdings   November 2007 - November 2009
SureChem   August 2007 - October 2008
Reel Two   April 2001 - February 2008
Webmind  February 2000 - March 2001
Bailard, Biehl & Kaiser   February 1993 - February 2000
Standard & Poor's (MMS International)   February 1991 - February 1993

Education
CFA Institute
Chartered Financial Analyst (CFA)

Northwestern University - Kellogg School of Management
MBA, Finance, Management, International

University of Wisconsin-Madison
BA, Economics

Linda Beck Linda Beck San Francisco Bay Area Details
Linda Beck's Bailard, Inc. Experience December 2012 - Present
Job Director of Fixed Income at Bailard, Inc.
Industry Investment Management
Experience
Bailard, Inc.   December 2012 - Present
RCM, Private Client Group   January 2002 - December 2012
RCM, Fixed Income Group   June 1994 - January 2002
Prudential Insurance  June 1990 - May 1994
Pacific Financial Companies   June 1986 - July 1988

Skills
Asset Allocation, Asset Managment, Investments, Fixed Income, Bloomberg, Trading Systems, Institutional Investors, Municipal Bonds, Treasury Bonds, Agency Bonds, Corporate Bonds, Risk Management..., Socially Responsible..., Portfolio Management

Education
University of Chicago GSB   1988 — 1990
Master of Business Administration (MBA), Finance/International Business

Pomona College   1982 — 1986
Bachelor of Arts (BA), Mathematical Economics

Dana Hobson Dana Hobson San Francisco Bay Area Details
Dana Hobson's Bailard, Inc. Experience May 2003 - March 2009
Job Treasury and FX for Online Payments
Industry Financial Services
Experience
Bitnet Technologies Ltd.   March 2014 - Present
Visa  March 2009 - March 2014
Bailard, Inc.   May 2003 - March 2009
Barclays Global Investors  2000 - 2002
UBS O'Connor  1998 - 2000
Bank of America  1997 - 1998
MIT Lincoln Laboratory  1992 - 1996
MIT  1990 - 1992

Skills
Credit Cards, Payment Industry, FX Trading, FX Hedging, MCP, DCC, Hedge Funds, Portfolio Management, Equity Trading, Risk Management, Financial Modeling, Equities, Financial Analysis, Investments, Asset Management, Emerging Markets, Capital Markets, Derivatives, Financial Services, Private Equity, Asset Managment, Valuation, Investor Relations

Education
Caltech   1985 — 1990
PhD, Applied Math

Harvey Mudd College   1981 — 1985
Bachelor of Science (BS), Mathematics

Eric Leve Eric Leve San Francisco Bay Area Details
Eric Leve's Bailard, Inc. Experience March 2013 - Present
Job Chief Investment Officer at Bailard, Inc.
Industry Investment Management
Experience
Bailard, Inc.   March 2013 - Present
Bailard, Inc.   May 1987 - Present
Bailard, Inc.   June 2011 - March 2013

Education
University of California, Berkeley   1982 — 1986
B.A., Quantitative Economics

Jackie Martin Jackie Martin San Francisco Bay Area Details
Jackie Martin's Bailard, Inc. Experience August 1997 - June 2006
Job Executive Assistant at ADVI Healthecare Advisory and Chicago Pacific Founders Private Equity Fund
Industry Venture Capital & Private Equity
Experience
Kleiner Perkins Caufield & Byers  July 2006 - Present
Bailard, Inc.   August 1997 - June 2006

Skills
Administrative..., Calendaring, Heavy Calendaring, Venture Capital, Travel Arrangements, Executive Support, Travel Planning, Start-ups, Calendars, Office Management, Event Planning, Management, Outlook, Microsoft Office, Leadership

Education
Holy Names University

Leon Vigdorchik Leon Vigdorchik San Francisco Bay Area Details
Leon Vigdorchik's Bailard, Inc. Experience August 1997 - Present
Job SVP of Ops & Technology at Bailard, Inc.
Industry Financial Services
Experience
Bailard, Inc.   August 1997 - Present

Education
Rigas Tehniska Universitate

Bill Grubbs Bill Grubbs San Francisco Bay Area Details
Bill Grubbs's Bailard, Inc. Experience 1999 - 2004
Job Senior Director Portfolio Manager at Invesco Real Estate
Industry Investment Management
Experience
Invesco Real Estate  2005 - Present
Invesco Real Estate  2005 - Present
Bailard, Inc.   1999 - 2004

Education
University of Michigan - Stephen M. Ross School of Business   1988 — 1990
MBA

Chris Moshy Chris Moshy San Francisco Bay Area Details
Chris Moshy's Bailard, Inc. Experience April 2015 - Present
Job Portfolio Manager at Bailard, Inc.
Industry Investment Management
Experience
Bailard, Inc.   April 2015 - Present
Primary Funds, LLC   April 2002 - March 2015
RCM Capital Management  January 1994 - December 2002

Skills
Portfolio Management

Education
Cornell University   1991 — 1993
Master's degree, MBA

University of California, San Diego   1984 — 1987
Bachelor’s Degree, Economics

Kit Y Lau Kit Y Lau San Francisco Bay Area Details
Kit Y Lau's Bailard, Inc. Experience December 2013 - Present
Job Operations Analyst at Bailard, Inc.
Industry Financial Services
Experience
Bailard, Inc.   December 2013 - Present
Bailard Inc  July 2013 - December 2013
Savitr Capital   November 2010 - February 2013
BNY Mellon  November 2005 - November 2009
Wells Fargo Investments  June 2000 - July 2005
Sutro & Co  August 1999 - June 2000
Franklin Templeton Investments  February 1998 - June 1999
BARABAN SECURITIES INC   January 1995 - December 1997

Skills
Electronic Trading, Securities, Fixed Income, Back Office, FX Spot, FX Swaps, Global and Domestic..., Cash, Trade and...

Education
California State University-Long Beach
BA, Home Economics

Jeffery Whitlow Jeffery Whitlow Dallas/Fort Worth Area Details
Jeffery Whitlow's Bailard, Inc. Experience July 2010 - December 2012
Job Associate J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
J.P. Morgan   December 2012 - June 2014
Bailard, Inc.   July 2010 - December 2012
Northwestern Mutual  December 2009 - June 2010

Education
Stanford University   2005 — 2009
B.A., Sociology

Scott Kidd Scott Kidd San Francisco Bay Area Details
Scott Kidd's Bailard, Inc. Experience 1998 - Present
Job Senior Vice President at Bailard
Industry Investment Management
Experience
Bailard, Inc.   1998 - Present

Skills
Asset Managment, Wealth Management, Alternative Investments

Education
University of California, San Diego
BA, Economics and Communication

Daniel McKellar Daniel McKellar San Francisco Bay Area Details
Daniel McKellar's Bailard, Inc. Experience January 2011 - Present
Job Quantitative Analyst at Bailard, Inc.
Industry Financial Services
Experience
Bailard, Inc.   January 2011 - Present
Bailard, Inc.   June 2010 - August 2010
Deutsche Bank Securities  May 2009 - August 2009
Deutsche Bank Securities  May 2008 - August 2008
Navigant Consulting  January 2007 - April 2007
Nemak  January 2006 - April 2006

Skills
Quantitative Finance, Rates, Proprietary Trading, Financial Modeling, Bloomberg, Asset Managment, Fixed Income, Derivatives, Investment Strategies, Equities, VBA, Hedge Funds, Valuation, Capital Markets, Financial Analysis

Education
Stanford University   2009 — 2010
Master of Science, Financial Mathematics

University of Waterloo   2004 — 2009
Bachelor of Mathematics, Financial Mathematics

Wilfrid Laurier University   2004 — 2009
Bachelor of Business Administration, Finance Concentration

Bhavya K Madhavan Bhavya K Madhavan San Francisco Bay Area Details
Bhavya K Madhavan's Bailard, Inc. Experience August 2013 - February 2014
Job .
Industry Information Technology and Services
Experience
Bailard, Inc.   August 2013 - February 2014
Life Technologies  June 2012 - December 2012
University of San Diego  August 2011 - December 2012
Sempra Energy  2012 - 2012
Infosys  January 2009 - July 2011
Infosys  October 2006 - December 2008

Skills
PL/SQL, Cognos, Business Analysis, Test Planning, Reports, Problem Solving, Credit Cards, Payment Industry, Corporate Finance, SDLC, Waterfall, Data Analysis, Testing

Education
University of San Diego   2011 — 2013
MBA

Visvesvaraya Technological University   2002 — 2006
Bachelor of Engineering, Electronics and Communication

Edison Tam Edison Tam San Francisco Bay Area Details
Edison Tam's Bailard, Inc. Experience June 2014 - August 2014
Job Associate Product Managment at Moody's Corporation
Industry Financial Services
Experience
Moody's Analytics  September 2014 - Present
Stanford University  June 2012 - December 2014
Bailard, Inc.   June 2014 - August 2014
Thomson Reuters  June 2013 - December 2013
Bellevue University  June 2011 - June 2012
Northrop Grumman Information Systems  January 2011 - June 2012
Department of Mathematics, UC Berkeley   June 2009 - August 2010
M2T2 Research Group, College of Engineering, UC Berkeley   May 2008 - August 2010

Skills
Statistics, Data Analysis, Numerical Analysis, Research, Linear Algebra, Market Research, Calculus, Project Planning, Management, C++, Java, Programming, Linux, Matlab, Python, Problem Solving, Quantitative Analytics, Testing, Analysis, Algorithms, Simulations, Machine Learning, LaTeX, Software Documentation, Computer Science, Quantitative Finance, R, Mathematica, Applied Mathematics, Mathematical Modeling, Data Mining

Education
Stanford University   2012 — 2014
Master of Science (M.S.), Financial Mathematics

University of California, Berkeley   2006 — 2010
Bachelor of Science (B.S.), Electrical Engineering and Computer Science

University of California, Berkeley   2006 — 2010
Bachelor of Arts (B.A.), Applied Mathematics

Rick Fermin Rick Fermin San Francisco Bay Area Details
Rick Fermin's Bailard, Inc. Experience March 1985 - Present
Job Senior Vice President at Bailard, Inc.
Industry Investment Management
Experience
Bailard, Inc.   March 1985 - Present

Education
San Francisco State University, College of Business   1987 — 1991
MBA, Business Administration

Francine Graben Francine Graben San Francisco Bay Area Details
Francine Graben's Bailard, Inc. Experience June 2004 - June 2008
Job Receptionist
Industry Financial Services
Experience
Bailard, Inc.   June 2004 - June 2008
Bailard   2004 - 2008

Skills
Outlook, Financial Analysis, Microsoft Excel, Recruiting, Asset Managment, Calendaring, Concur, Customer Service, Event Management, Event Planning, Microsoft Office, Equities, Portfolio Management, Social Networking, Public Speaking, Social Media, Payroll, Purchasing, Public Relations, Strategic Financial..., Calendars, Microsoft Word, Internet Recruiting, College Recruiting, Applicant Tracking..., Sourcing, Human Resources, Clerical Work, Mutual Funds

Education
College of San Mateo
AA, Liberal Arts

Kim Aquino, CFP ® Kim Aquino, CFP ® San Francisco Bay Area Details
Kim Aquino, CFP ®'s Bailard, Inc. Experience January 1996 - Present
Job Senior Vice President at Bailard, Inc.
Industry Investment Management
Experience
Bailard, Inc.   January 1996 - Present

Skills
Investment Counseling, Personal Financial...

Education
Santa Clara University   1991 — 1995
BS, Economics

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