Bell Investment Advisors, Inc.
Description
Address: 1111 Broadway #1630, Oakland, CA 94607 Hours: Open ⋅ Closes 5PM Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 700-0089Website: Place name: : : Category: : : : : Website: http://www.bellinvest.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. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 3 PM: Usually as busy as it gets6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bell Investment Advisors Posting publicly on the Web Write a review Reviews 2 Google reviews
Bell Investment Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bell Investment Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bell Investment Advisors, Inc. Employees
Employee
Years
Job
Industry
Frederica Kreitzer Frederica Kreitzer's Bell Investment Advisors, Inc. Experience July 2014 - July 2015
Job Marketer
Industry Marketing and Advertising
Experience
Bell Investment Advisors, Inc. July 2014 - July 2015
The Nautilus Institute August 2013 - November 2014
The Wright Institute July 2013 - November 2014
Caregiver October 2009 - November 2013
UC Berkeley June 2012 - August 2012
The Daily Californian August 2007 - February 2009
Skills
Photography, Research, Photoshop, Editing, Web Design, Social Media, Teaching, WordPress, Facebook, Proofreading, Microsoft Office, English, Blogging, PowerPoint, HTML, Illustrator, Graphic Design, Time Management, Public Speaking, Microsoft Excel, Customer Service, Windows, InDesign, Final Cut Pro, Social Networking, Newspapers, Editorial, Newsletters, Creative Writing, Fundraising, Copy Editing, Microsoft Word, Outlook, DSLR, Management, Leadership, Event Planning, Social Media Marketing, Quickbooks, Junxure, Adobe Creative Suite, Coaching, Sports Coaching, Marketing, Advertising, Community Outreach, Nonprofits, Public Relations, Information Technology
Education
University of California, Berkeley 2007 — 2012
Bachelor of Arts (BA), Philosophy
Morro Bay High School
Bell Investment Advisors, Inc. July 2014 - July 2015
The Nautilus Institute August 2013 - November 2014
The Wright Institute July 2013 - November 2014
Caregiver October 2009 - November 2013
UC Berkeley June 2012 - August 2012
The Daily Californian August 2007 - February 2009
Skills
Photography, Research, Photoshop, Editing, Web Design, Social Media, Teaching, WordPress, Facebook, Proofreading, Microsoft Office, English, Blogging, PowerPoint, HTML, Illustrator, Graphic Design, Time Management, Public Speaking, Microsoft Excel, Customer Service, Windows, InDesign, Final Cut Pro, Social Networking, Newspapers, Editorial, Newsletters, Creative Writing, Fundraising, Copy Editing, Microsoft Word, Outlook, DSLR, Management, Leadership, Event Planning, Social Media Marketing, Quickbooks, Junxure, Adobe Creative Suite, Coaching, Sports Coaching, Marketing, Advertising, Community Outreach, Nonprofits, Public Relations, Information Technology
Education
University of California, Berkeley 2007 — 2012
Bachelor of Arts (BA), Philosophy
Morro Bay High School
Erica Padgett Erica Padgett's Bell Investment Advisors, Inc. Experience July 2012 - August 2012
Job Senior Associate at Berkeley Research Group LLC
Industry Higher Education
Experience
Berkeley Research Group LLC July 2015 - Present
Berkeley Research Group LLC August 2013 - July 2015
UC Davis September 2009 - June 2013
Associated Students of the University of California, Davis November 2011 - November 2012
Bell Investment Advisors, Inc. July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Creative Suite, InDesign, Economics, Blogging, Editing, Project Management, Press Releases, Statistics, Analysis, Management, Marketing, Advertising, Big Data
Education
UC Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics
Berkeley Research Group LLC July 2015 - Present
Berkeley Research Group LLC August 2013 - July 2015
UC Davis September 2009 - June 2013
Associated Students of the University of California, Davis November 2011 - November 2012
Bell Investment Advisors, Inc. July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Creative Suite, InDesign, Economics, Blogging, Editing, Project Management, Press Releases, Statistics, Analysis, Management, Marketing, Advertising, Big Data
Education
UC Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics
Rohan Nayak, CFP® Rohan Nayak, CFP®'s Bell Investment Advisors, Inc. Experience September 2015 - Present
Job Investment Advisor & Financial Planner at Bell Investment Advisors, Inc.
Industry Financial Services
Experience
Bell Investment Advisors, Inc. September 2015 - Present
Bell Investment Advisors, Inc. December 2012 - Present
Bell Investment Advisors, Inc. December 2010 - December 2012
Davis & Co. CPA's August 2009 - November 2010
Skills
Strategic Financial..., Investment Management, Retirement Planning, Investments, Finance, Wealth Management, Risk Management, Estate Planning, Investment Strategies, Financial Planning, Research, Insurance, Strategic Planning, Mutual Funds, Portfolio Management, Financial Analysis, Social Security, Pension Systems, life insurance analysis, retirement income
Education
University of California, Santa Barbara 2004 — 2009
BS, Biopsychology
University of California, Santa Cruz 2010 — 2011
Certification, Personal Financial Planning
Bell Investment Advisors, Inc. September 2015 - Present
Bell Investment Advisors, Inc. December 2012 - Present
Bell Investment Advisors, Inc. December 2010 - December 2012
Davis & Co. CPA's August 2009 - November 2010
Skills
Strategic Financial..., Investment Management, Retirement Planning, Investments, Finance, Wealth Management, Risk Management, Estate Planning, Investment Strategies, Financial Planning, Research, Insurance, Strategic Planning, Mutual Funds, Portfolio Management, Financial Analysis, Social Security, Pension Systems, life insurance analysis, retirement income
Education
University of California, Santa Barbara 2004 — 2009
BS, Biopsychology
University of California, Santa Cruz 2010 — 2011
Certification, Personal Financial Planning
Corinne Salera Corinne Salera's Bell Investment Advisors, Inc. Experience January 2015 - Present
Job Investment Advisor at Bell Investment Advisors, Inc.
Industry Investment Management
Experience
Bell Investment Advisors, Inc. January 2015 - Present
Bell Investment Advisors, Inc. December 2011 - January 2015
Atherton Lane Advisers, LLC March 2008 - December 2011
Thomson Reuters July 2007 - March 2008
A.G. Edwards November 2006 - June 2007
Skills
Investments, Financial Analysis, Investment Management, Financial Planning, Qualified Retirement..., Portfolio Management, Equities, Fixed Income
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Science, Financial Mathematics and Statistics
Bell Investment Advisors, Inc. January 2015 - Present
Bell Investment Advisors, Inc. December 2011 - January 2015
Atherton Lane Advisers, LLC March 2008 - December 2011
Thomson Reuters July 2007 - March 2008
A.G. Edwards November 2006 - June 2007
Skills
Investments, Financial Analysis, Investment Management, Financial Planning, Qualified Retirement..., Portfolio Management, Equities, Fixed Income
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Science, Financial Mathematics and Statistics
Paul Witwer, CFP® Paul Witwer, CFP®'s Bell Investment Advisors, Inc. Experience March 2006 - April 2009
Job Principal at Voyage Wealth Management
Industry Investment Management
Experience
Voyage Wealth Management July 2013 - Present
Exploring America April 2009 - July 2013
Bell Investment Advisors, Inc. March 2006 - April 2009
Merrill Lynch August 2004 - March 2006
Charles Schwab September 2003 - August 2004
Morgan Stanley January 1995 - September 2003
Skills
Wealth Management, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Strategic Financial..., Investments
Education
Golden Gate University 2008 — 2010
Financial Planning and Taxation
The American College 2001 — 2003
Financial Planning
University of Kansas 1976 — 1980
Bachelor of Science (B.S.), Journalism
Voyage Wealth Management July 2013 - Present
Exploring America April 2009 - July 2013
Bell Investment Advisors, Inc. March 2006 - April 2009
Merrill Lynch August 2004 - March 2006
Charles Schwab September 2003 - August 2004
Morgan Stanley January 1995 - September 2003
Skills
Wealth Management, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Strategic Financial..., Investments
Education
Golden Gate University 2008 — 2010
Financial Planning and Taxation
The American College 2001 — 2003
Financial Planning
University of Kansas 1976 — 1980
Bachelor of Science (B.S.), Journalism
Paul Rubin Paul Rubin's Bell Investment Advisors, Inc. Experience November 2014 - Present
Job Paraplanner at Bell Investment Advisors, Inc.
Industry Financial Services
Experience
Bell Investment Advisors, Inc. November 2014 - Present
College Internship Program December 2012 - November 2014
College Internship Program June 2012 - December 2012
The Wright Institute 2009 - 2011
Autism Behavior Intervention, Inc., (ABI) January 2008 - April 2009
Skills
Psychology, Adolescents, Stress Management, Counseling Psychology, Mindfulness, Life Transitions, Program Development, Interventions, Microsoft Office, Event Planning, Group Therapy, Leadership, Microsoft Excel, Fundraising, Staff Development, Research, Public Speaking, Communication, Crisis Intervention, Teaching, Nonprofits, Community Outreach, Mental Health, Student Counseling, Time Management, Play Therapy, Self-esteem, Career Counseling, Higher Education, Behavioral Health, Social Services, Clinical Supervision, Case Management, Motivational..., Mentoring, Financial Planning
Education
University of California, Berkeley Extension 2014 — 2015
Certified Financial Planner, Financial Planning and Services
The Wright Institute 2009 — 2012
Master's degree, Clinical Psychology
Ithaca College 2002 — 2006
Bachelor of Science (B.S.), Sport Management
Bell Investment Advisors, Inc. November 2014 - Present
College Internship Program December 2012 - November 2014
College Internship Program June 2012 - December 2012
The Wright Institute 2009 - 2011
Autism Behavior Intervention, Inc., (ABI) January 2008 - April 2009
Skills
Psychology, Adolescents, Stress Management, Counseling Psychology, Mindfulness, Life Transitions, Program Development, Interventions, Microsoft Office, Event Planning, Group Therapy, Leadership, Microsoft Excel, Fundraising, Staff Development, Research, Public Speaking, Communication, Crisis Intervention, Teaching, Nonprofits, Community Outreach, Mental Health, Student Counseling, Time Management, Play Therapy, Self-esteem, Career Counseling, Higher Education, Behavioral Health, Social Services, Clinical Supervision, Case Management, Motivational..., Mentoring, Financial Planning
Education
University of California, Berkeley Extension 2014 — 2015
Certified Financial Planner, Financial Planning and Services
The Wright Institute 2009 — 2012
Master's degree, Clinical Psychology
Ithaca College 2002 — 2006
Bachelor of Science (B.S.), Sport Management
Nancy Isaacs Nancy Isaacs's Bell Investment Advisors, Inc. Experience Manager, Creative ServicesBarra1974 - 1996
Job Marketing Communications Specialist at Bell Investment Advisors, Inc.
Industry Investment Management
Experience
Bell Investment Advisors, Inc. Manager, Creative ServicesBarra1974 - 1996
Skills
Public Speaking, Strategic Planning, Social Media, Nonprofits, Copywriting, Online Advertising, Integrated Marketing, Email Marketing
Education
University of California, Berkeley 1968 — 1971
A.B., History of Art
Reed College 1963 — 1965
Anthropology
Cal State Hayward
graduate work: educational psychology, counseling
Forest Park High
Forest Park High
Forest Park High
Bell Investment Advisors, Inc. Manager, Creative ServicesBarra1974 - 1996
Skills
Public Speaking, Strategic Planning, Social Media, Nonprofits, Copywriting, Online Advertising, Integrated Marketing, Email Marketing
Education
University of California, Berkeley 1968 — 1971
A.B., History of Art
Reed College 1963 — 1965
Anthropology
Cal State Hayward
graduate work: educational psychology, counseling
Forest Park High
Forest Park High
Forest Park High
Heidi Stoltz Heidi Stoltz's Bell Investment Advisors, Inc. Experience May 2014 - Present
Job Investment Advisor at Bell Investment Advisors, Inc.
Industry Financial Services
Experience
Bell Investment Advisors, Inc. May 2014 - Present
J.D. Mellberg Financial November 2007 - August 2012
United Way of Tucson and Southern Arizona August 2006 - August 2007
FEMA October 2005 - April 2006
Seismic Exchange, Inc. November 2004 - October 2005
UBS July 2002 - July 2004
Skills
401k Rollovers, Wealth Management, Series 65, Investments, Retirement Planning, Operational Planning, Annuity Sales, Licensed Life & Health..., Financial Advisory, Portfolio Management, Asset Allocation, Life Insurance, Mutual Funds, Securities, Financial Analysis, Management, Financial Planning, Insurance, Investment Strategies, Financial Services
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner Certification
University of Arizona, Eller College of Management
Bachelor of Science (B.S.), Business Administration and Management, General
Bell Investment Advisors, Inc. May 2014 - Present
J.D. Mellberg Financial November 2007 - August 2012
United Way of Tucson and Southern Arizona August 2006 - August 2007
FEMA October 2005 - April 2006
Seismic Exchange, Inc. November 2004 - October 2005
UBS July 2002 - July 2004
Skills
401k Rollovers, Wealth Management, Series 65, Investments, Retirement Planning, Operational Planning, Annuity Sales, Licensed Life & Health..., Financial Advisory, Portfolio Management, Asset Allocation, Life Insurance, Mutual Funds, Securities, Financial Analysis, Management, Financial Planning, Insurance, Investment Strategies, Financial Services
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner Certification
University of Arizona, Eller College of Management
Bachelor of Science (B.S.), Business Administration and Management, General
Vanessa Justice Vanessa Justice's Bell Investment Advisors, Inc. Experience November 2007 - April 2009
Job Sales & Marketing at Broc Cellars | Shopify Consultant | Brick & Mortar to Online | Wine & Food Industry Specialist
Industry Information Technology and Services
Experience
Broc Cellars January 2015 - Present
JusticeXO September 2014 - Present
Winestyr October 2014 - April 2015
Purple Bottle Club August 2013 - September 2014
hi+taste September 2012 - September 2014
Aspiriant May 2009 - September 2012
Bell Investment Advisors, Inc. November 2007 - April 2009
Greenlight Advertising May 2006 - November 2007
Cagwin, Seymour & Hamilton Realtors March 2004 - August 2006
Whole Foods Market May 2001 - March 2004
Skills
Adobe Creative Suite, CRM software, Social Media, Wordpress, InDesign, PowerPoint, Excel, Public Relations, Online Marketing, Web Project Management, HTML 5, Basecamp, Shopify, Google Analytics, Google Adwords, Online Advertising, Microsoft Excel, WordPress, CRM, Project Management, Blogging, Advertising, Marketing
Education
Emerson College 1999 — 2003
Bachelor of Science in Speech, Communication, Politics and Law
Broc Cellars January 2015 - Present
JusticeXO September 2014 - Present
Winestyr October 2014 - April 2015
Purple Bottle Club August 2013 - September 2014
hi+taste September 2012 - September 2014
Aspiriant May 2009 - September 2012
Bell Investment Advisors, Inc. November 2007 - April 2009
Greenlight Advertising May 2006 - November 2007
Cagwin, Seymour & Hamilton Realtors March 2004 - August 2006
Whole Foods Market May 2001 - March 2004
Skills
Adobe Creative Suite, CRM software, Social Media, Wordpress, InDesign, PowerPoint, Excel, Public Relations, Online Marketing, Web Project Management, HTML 5, Basecamp, Shopify, Google Analytics, Google Adwords, Online Advertising, Microsoft Excel, WordPress, CRM, Project Management, Blogging, Advertising, Marketing
Education
Emerson College 1999 — 2003
Bachelor of Science in Speech, Communication, Politics and Law
Nan DeVore's Bell Investment Advisors, Inc. Experience 2003 - 2008
Job Faculty at Ashford University
Industry Professional Training & Coaching
Experience
Ashford University July 2012 - Present
Bruce B. Johnston, PsyD. and Associates December 2010 - Present
The Colorful Life June 2010 - Present
The Colorful Life 2010 - Present
More To Life Foundation 2013 - 2013
Verge Consulting LLC April 1998 - February 2011
Bell Investment Advisors, Inc. 2003 - 2008
Johnson Controls Automotive 1999 - 2001
Rubbermaid 1990 - 1996
Toyota 1988 - 1990
Skills
Critical Incident..., Debriefing, Creative Direction, Coaching, Employee Wellness, User Experience, Social Networking, Executive Coaching, Career Counseling, Training, Market Research, Product Development, Entrepreneurship, Motivational Speaking, Personal Development, Online Marketing, Concept Development, Leadership Development, Leadership, Career Development, Business Coaching, Conflict Resolution, Emotional Intelligence, Psychology, Design Thinking, Ethnography, Personal Branding, Workshop Facilitation, Research Design, Strategic Design, Facilitators, Creative Problem Solving, Service Design, Innovation Consulting, Strategic Thinking, Rapid Prototyping, Design Strategy, Industrial Design, User-centered Design, Experience Design, Concept Generation, Problem Solving
Education
Art Center College of Design 1979 — 1981
Bachelor of Science (BS), Industrial and Product Design
Ashford University July 2012 - Present
Bruce B. Johnston, PsyD. and Associates December 2010 - Present
The Colorful Life June 2010 - Present
The Colorful Life 2010 - Present
More To Life Foundation 2013 - 2013
Verge Consulting LLC April 1998 - February 2011
Bell Investment Advisors, Inc. 2003 - 2008
Johnson Controls Automotive 1999 - 2001
Rubbermaid 1990 - 1996
Toyota 1988 - 1990
Skills
Critical Incident..., Debriefing, Creative Direction, Coaching, Employee Wellness, User Experience, Social Networking, Executive Coaching, Career Counseling, Training, Market Research, Product Development, Entrepreneurship, Motivational Speaking, Personal Development, Online Marketing, Concept Development, Leadership Development, Leadership, Career Development, Business Coaching, Conflict Resolution, Emotional Intelligence, Psychology, Design Thinking, Ethnography, Personal Branding, Workshop Facilitation, Research Design, Strategic Design, Facilitators, Creative Problem Solving, Service Design, Innovation Consulting, Strategic Thinking, Rapid Prototyping, Design Strategy, Industrial Design, User-centered Design, Experience Design, Concept Generation, Problem Solving
Education
Art Center College of Design 1979 — 1981
Bachelor of Science (BS), Industrial and Product Design
Marivic J. Hammond Marivic J. Hammond's Bell Investment Advisors, Inc. Experience June 2011 - September 2015
Job Retirement Plan Services at Savant Investment Group, LLC
Industry Investment Management
Experience
Savant Investment Group, LLC September 2015 - Present
Bell Investment Advisors, Inc. June 2011 - September 2015
Various 2010 - 2011
Wells Capital Management 2005 - 2010
Wells Capital Management 2001 - 2005
Wells Capital Management 1999 - 2001
GD Bjurman & Associates 1991 - 1997
Skills
Financial Services, Portfolio Management, Investment Management, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Financial Markets, Investment Strategies, Business Development, Marketing, Public Speaking, Bloomberg, Fixed Income, Investment Advisory, Equities, Financial Planning, Investments
Education
California State University-Los Angeles
Bus Admin, Finance
Savant Investment Group, LLC September 2015 - Present
Bell Investment Advisors, Inc. June 2011 - September 2015
Various 2010 - 2011
Wells Capital Management 2005 - 2010
Wells Capital Management 2001 - 2005
Wells Capital Management 1999 - 2001
GD Bjurman & Associates 1991 - 1997
Skills
Financial Services, Portfolio Management, Investment Management, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Financial Markets, Investment Strategies, Business Development, Marketing, Public Speaking, Bloomberg, Fixed Income, Investment Advisory, Equities, Financial Planning, Investments
Education
California State University-Los Angeles
Bus Admin, Finance
Andrea Fullmer Andrea Fullmer's Bell Investment Advisors, Inc. Experience June 2008 - September 2008
Job Marketing Manager at Niven Family Wine Estates
Industry Wine and Spirits
Experience
Niven Family Wine Estates October 2014 - Present
Trinchero Family Estates July 2014 - October 2014
Trinchero Family Estates October 2011 - June 2014
Big Vine Wines January 2011 - November 2011
Liquid Trade Solutions January 2010 - October 2011
Bell Investment Advisors, Inc. June 2008 - September 2008
Skills
Wine, Marketing, POS, Wine Tasting, Marketing Strategy, Brand Management, Purchasing, Food & Beverage, Customer Service, Budgets, Retail, Time Management, Wineries, Market Planning, Social Networking, Management, Social Media Marketing
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelors, Business - Finance
Alhambra High School 2000 — 2004
High School
Niven Family Wine Estates October 2014 - Present
Trinchero Family Estates July 2014 - October 2014
Trinchero Family Estates October 2011 - June 2014
Big Vine Wines January 2011 - November 2011
Liquid Trade Solutions January 2010 - October 2011
Bell Investment Advisors, Inc. June 2008 - September 2008
Skills
Wine, Marketing, POS, Wine Tasting, Marketing Strategy, Brand Management, Purchasing, Food & Beverage, Customer Service, Budgets, Retail, Time Management, Wineries, Market Planning, Social Networking, Management, Social Media Marketing
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelors, Business - Finance
Alhambra High School 2000 — 2004
High School
John Tregenza's Bell Investment Advisors, Inc. Experience January 2010 - Present
Job
Industry Financial Services
Experience
San Francisco Maritime National Park Association July 2012 - Present
Bell Investment Advisors, Inc. January 2010 - Present
Whittier Trust Co. June 2006 - January 2009
The Mechanics Bank October 2001 - June 2006
First Republic Bank May 1998 - October 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Management, Private Banking, Banking, Relationship Management, Financial Services, Financial Advisory, Investment Banking, Marketing, Finance, Management, Investment Strategies, Wealth, Start-ups, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Planners, Credit, Mutual Funds
Education
Babson College 1966 — 1969
BSBA, Economics
Hamilton College
Pacific Coast Banking School
San Francisco Maritime National Park Association July 2012 - Present
Bell Investment Advisors, Inc. January 2010 - Present
Whittier Trust Co. June 2006 - January 2009
The Mechanics Bank October 2001 - June 2006
First Republic Bank May 1998 - October 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Management, Private Banking, Banking, Relationship Management, Financial Services, Financial Advisory, Investment Banking, Marketing, Finance, Management, Investment Strategies, Wealth, Start-ups, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Planners, Credit, Mutual Funds
Education
Babson College 1966 — 1969
BSBA, Economics
Hamilton College
Pacific Coast Banking School
Lorraine Suen's Bell Investment Advisors, Inc. Experience May 2005 - August 2005
Job Vice President at Capital Dynamics
Industry Venture Capital & Private Equity
Experience
Capital Dynamics March 2012 - Present
Capital Dynamics August 2009 - March 2012
EuroConsult, Inc. September 2006 - July 2009
Bell Investment Advisors, Inc. May 2005 - August 2005
Skills
Valuation, Due Diligence, Finance, Investment Banking, Portfolio Management, Strategy, Investment Management, Private Equity Funding, Financial Structuring, LBO, Private Equity/Venture..., Fund Of Funds, Secondaries
Education
Purdue University - Krannert School of Management 2002 — 2006
BS, Business Management, Finance & International Business
Taipei American School 1998 — 2002
HS
Jakarta International School 1995 — 1998
Capital Dynamics March 2012 - Present
Capital Dynamics August 2009 - March 2012
EuroConsult, Inc. September 2006 - July 2009
Bell Investment Advisors, Inc. May 2005 - August 2005
Skills
Valuation, Due Diligence, Finance, Investment Banking, Portfolio Management, Strategy, Investment Management, Private Equity Funding, Financial Structuring, LBO, Private Equity/Venture..., Fund Of Funds, Secondaries
Education
Purdue University - Krannert School of Management 2002 — 2006
BS, Business Management, Finance & International Business
Taipei American School 1998 — 2002
HS
Jakarta International School 1995 — 1998
Herschell Briscoe's Bell Investment Advisors, Inc. Experience July 2010 - December 2010
Job Sales strategist and marketing consultant
Industry Computer Software
Experience
Guidewire Software July 2015 - Present
Bank of the West February 2015 - July 2015
Olympus January 2014 - December 2014
Genentech October 2012 - September 2013
Bank of the West May 2011 - May 2012
Bell Investment Advisors, Inc. July 2010 - December 2010
Apple June 2007 - April 2010
KTVU September 2004 - May 2005
Skills
Recruiting, Retail, Customer Service, Sales Management, Inventory Management, Account Management, Mac OS X, OS X, Human Resources, Social Networking, Training, Management, Social Media, Microsoft Office, Time Management, Team Building, Sales
Education
San Francisco State University 2003 — 2008
Bachelor of Arts (B.A.), Broadcast and Electronic Communication
Guidewire Software July 2015 - Present
Bank of the West February 2015 - July 2015
Olympus January 2014 - December 2014
Genentech October 2012 - September 2013
Bank of the West May 2011 - May 2012
Bell Investment Advisors, Inc. July 2010 - December 2010
Apple June 2007 - April 2010
KTVU September 2004 - May 2005
Skills
Recruiting, Retail, Customer Service, Sales Management, Inventory Management, Account Management, Mac OS X, OS X, Human Resources, Social Networking, Training, Management, Social Media, Microsoft Office, Time Management, Team Building, Sales
Education
San Francisco State University 2003 — 2008
Bachelor of Arts (B.A.), Broadcast and Electronic Communication
Brian Baylis's Bell Investment Advisors, Inc. Experience April 2007 - Present
Job Chief Operations & Compliance Officer at Bell Investment Advisors, Inc.
Industry Investment Management
Experience
Bell Investment Advisors, Inc. April 2007 - Present
Education
University of California, Davis 1987 — 1991
BA, Economics
Bell Investment Advisors, Inc. April 2007 - Present
Education
University of California, Davis 1987 — 1991
BA, Economics