Cabrillo Advisors, LLC
Industry: Company
DescriptionFounded: 2003
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Cabrillo Advisors, LLC Employees
Employee
Years
Job
Industry
Samantha Livingston Samantha Livingston's Cabrillo Advisors, LLC Experience March 2010 - January 2011
Job PR & Marketing
Industry Marketing and Advertising
Experience
Amobee September 2014 - Present
Adconion Direct January 2013 - Present
Adconion Direct August 2011 - January 2013
Formula February 2011 - July 2011
Cabrillo Advisors, LLC March 2010 - January 2011
Skills
Social Media, Blogging, Email Marketing, Online Advertising, Digital Marketing, Social Media Marketing, Online Marketing, Marketing, Advertising, Lead Generation, Direct Marketing, Customer Acquisition, Marketing Strategy, Public Relations, Digital Media, Media Relations, Integrated Marketing, Brand Development, Social Networking, Mobile Marketing, Digital Strategy, Strategy
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Communications, World Arts & Cultures
Amobee September 2014 - Present
Adconion Direct January 2013 - Present
Adconion Direct August 2011 - January 2013
Formula February 2011 - July 2011
Cabrillo Advisors, LLC March 2010 - January 2011
Skills
Social Media, Blogging, Email Marketing, Online Advertising, Digital Marketing, Social Media Marketing, Online Marketing, Marketing, Advertising, Lead Generation, Direct Marketing, Customer Acquisition, Marketing Strategy, Public Relations, Digital Media, Media Relations, Integrated Marketing, Brand Development, Social Networking, Mobile Marketing, Digital Strategy, Strategy
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Communications, World Arts & Cultures
Yekaterina Damina Yekaterina Damina's Cabrillo Advisors, LLC Experience July 2013 - Present
Job Financial Analyst
Industry Investment Banking
Experience
Cabrillo Advisors, LLC July 2013 - Present
Bainbridge May 2013 - July 2013
Merrill Lynch October 2011 - September 2012
Morgan Stanley Wealth Management November 2010 - October 2011
The Lancer Group April 2010 - November 2010
Skills
Series 66, Series 7, CFA Level I, Financial Analysis, Financial Modeling, Quantitative Analytics, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Salesforce.com, Photoshop, Outlook, Databases, Matlab, Investment Banking, Equities, Valuation, Portfolio Management, Investments, Analysis, Finance, Leadership, Private Equity
Education
University of California, San Diego
B.S, Mathematics/Economics/Accounting
Cabrillo Advisors, LLC July 2013 - Present
Bainbridge May 2013 - July 2013
Merrill Lynch October 2011 - September 2012
Morgan Stanley Wealth Management November 2010 - October 2011
The Lancer Group April 2010 - November 2010
Skills
Series 66, Series 7, CFA Level I, Financial Analysis, Financial Modeling, Quantitative Analytics, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Salesforce.com, Photoshop, Outlook, Databases, Matlab, Investment Banking, Equities, Valuation, Portfolio Management, Investments, Analysis, Finance, Leadership, Private Equity
Education
University of California, San Diego
B.S, Mathematics/Economics/Accounting
Corbet Cory Lancaster Corbet Cory Lancaster's Cabrillo Advisors, LLC Experience 2011 - 2012
Job Diverse and Versatile Financial Executive | Partnering to Organize, Drive and Manage Strategic and Operational Value
Industry Information Technology and Services
Experience
Davis Estates 2013 - Present
Applied Computer Solutions 2012 - Present
Cabrillo Advisors, LLC 2011 - 2012
Resources Global Professionals 2010 - 2011
ResMed 2002 - 2010
FutureTrade 2000 - 2002
CollegeClub 1999 - 2000
Deloitte 1996 - 1999
Grant Thornton 1996 - 1996
Corbin & Wertz 1994 - 1996
Skills
Financial Modeling, Managerial Finance, Mergers & Acquisitions, Forecasting, Mergers, Financial Reporting, Financial Analysis, Finance, Strategic Planning, Business Development, Sarbanes-Oxley Act, Executive Management, Budgets, Internal Controls, Negotiation, Corporate Finance, Working Capital..., Strategy, Strategic Financial..., Start-ups, Management, Treasury Management, Financial Planning, Financial Management, Budgeting, Operational Excellence, Accounting, Business Valuation, Operational Strategy, Client Relationship..., Board Presentations, Wineries, Auditing, Risk Management, Valuation, CRM, SEC filings
Education
University of Pennsylvania - The Wharton School
Stanford University Graduate School of Business 2005 — 2009
University of California, Los Angeles - The Anderson School of Management
Chapman University, The George L. Argyros School of Business and Economics
MBA, Finance & Accounting
California State University-Fullerton - College of Business and Economics
BA, Business Economics
Servite
The University of Chicago Booth School of Business
Davis Estates 2013 - Present
Applied Computer Solutions 2012 - Present
Cabrillo Advisors, LLC 2011 - 2012
Resources Global Professionals 2010 - 2011
ResMed 2002 - 2010
FutureTrade 2000 - 2002
CollegeClub 1999 - 2000
Deloitte 1996 - 1999
Grant Thornton 1996 - 1996
Corbin & Wertz 1994 - 1996
Skills
Financial Modeling, Managerial Finance, Mergers & Acquisitions, Forecasting, Mergers, Financial Reporting, Financial Analysis, Finance, Strategic Planning, Business Development, Sarbanes-Oxley Act, Executive Management, Budgets, Internal Controls, Negotiation, Corporate Finance, Working Capital..., Strategy, Strategic Financial..., Start-ups, Management, Treasury Management, Financial Planning, Financial Management, Budgeting, Operational Excellence, Accounting, Business Valuation, Operational Strategy, Client Relationship..., Board Presentations, Wineries, Auditing, Risk Management, Valuation, CRM, SEC filings
Education
University of Pennsylvania - The Wharton School
Stanford University Graduate School of Business 2005 — 2009
University of California, Los Angeles - The Anderson School of Management
Chapman University, The George L. Argyros School of Business and Economics
MBA, Finance & Accounting
California State University-Fullerton - College of Business and Economics
BA, Business Economics
Servite
The University of Chicago Booth School of Business
Raquel Cunningham-Wagner's Cabrillo Advisors, LLC Experience September 2013 - April 2014
Job Free Agent
Industry Financial Services
Experience
East West Bank April 2014 - July 2015
Cabrillo Advisors, LLC September 2013 - April 2014
Wells Fargo February 2010 - September 2012
Comerica Bank 2005 - 2008
Silicon Valley Bank 1993 - 2005
Skills
Portfolio Management, Financial Analysis, Corporate Development, Commercial Banking, Investments, Due Diligence, Commercial Lending, Credit, Business Development, Leadership, Debt Advisory, Growth Captial, Venture Lending, Venture Debt, Executive Management, Valuation, Loans, Finance
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Business Administration, Finance, Real Estate and Law
UC Berkeley 1986 — 1988
Engineering
East West Bank April 2014 - July 2015
Cabrillo Advisors, LLC September 2013 - April 2014
Wells Fargo February 2010 - September 2012
Comerica Bank 2005 - 2008
Silicon Valley Bank 1993 - 2005
Skills
Portfolio Management, Financial Analysis, Corporate Development, Commercial Banking, Investments, Due Diligence, Commercial Lending, Credit, Business Development, Leadership, Debt Advisory, Growth Captial, Venture Lending, Venture Debt, Executive Management, Valuation, Loans, Finance
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Business Administration, Finance, Real Estate and Law
UC Berkeley 1986 — 1988
Engineering
Jasmine Nograles Jasmine Nograles's Cabrillo Advisors, LLC Experience September 2015 - Present
Job Intern at Cabrillo Advisors, LLC
Industry Marketing and Advertising
Experience
Cabrillo Advisors, LLC September 2015 - Present
CR Spotless July 2014 - January 2015
Flex Watches April 2013 - September 2013
Hollister Co. July 2012 - September 2013
Skills
Creativity, Communication, Great Organizer, Social Media Blogging, Problem Solving, Creative Writing, Customer Satisfaction, Editing, Sales, Pinterest, Time Management, Marketing, Networking, Social Networking, Facebook, Social Media Marketing, Teamwork, Social Media, Blogging
Education
San Diego State University-California State University 2012 — 2016
Bachelor of Science (BS), International Business
Cabrillo Advisors, LLC September 2015 - Present
CR Spotless July 2014 - January 2015
Flex Watches April 2013 - September 2013
Hollister Co. July 2012 - September 2013
Skills
Creativity, Communication, Great Organizer, Social Media Blogging, Problem Solving, Creative Writing, Customer Satisfaction, Editing, Sales, Pinterest, Time Management, Marketing, Networking, Social Networking, Facebook, Social Media Marketing, Teamwork, Social Media, Blogging
Education
San Diego State University-California State University 2012 — 2016
Bachelor of Science (BS), International Business
Brent Glova Brent Glova's Cabrillo Advisors, LLC Experience February 2011 - June 2013
Job Manager at Vantage Point Advisors, Inc.
Industry Financial Services
Experience
Vantage Point Advisors, Inc. June 2013 - Present
Cabrillo Advisors, LLC February 2011 - June 2013
Federal Realty Investment Trust December 2008 - November 2010
Duff & Phelps, LLC August 2005 - December 2008
Skills
Mergers, Valuation, Business Valuation, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Mergers
Education
Penn State University
Finance, Real Estate Finance
Vantage Point Advisors, Inc. June 2013 - Present
Cabrillo Advisors, LLC February 2011 - June 2013
Federal Realty Investment Trust December 2008 - November 2010
Duff & Phelps, LLC August 2005 - December 2008
Skills
Mergers, Valuation, Business Valuation, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Mergers
Education
Penn State University
Finance, Real Estate Finance
Taylor Rothchild's Cabrillo Advisors, LLC Experience February 2015 - April 2015
Job CoOwner at Tayson Pierce Wines, LLC
Industry Investment Banking
Experience
Tayson Pierce Estate Wines January 2005 - Present
Live Nation Entertainment June 2015 - September 2015
Cabrillo Advisors, LLC February 2015 - April 2015
Live Nation Entertainment June 2014 - September 2014
Ellis Law Group June 2013 - July 2013
Deutsche Bank June 2010 - August 2010
Inglenook June 2007 - September 2008
Skills
Marketing, Investment Banking, Financial Analysis, Start-ups, Investments, Market Research, Venture Capital, Capital Markets Analysis, Contract Negotiation, Strategic Planning, Analysis, Legal Research, Microsoft Office, Analytics, Training, Wineries, Sales Operations, Sales, Research, Business Economics, Industrial Organization, Photoshop, Strategy, Marketing Strategy, Spanish, Italian, Windows, Business Strategy, CRM, OS X, Mac OS X, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Negotiation, Finance, Fundraising, Project Management, New Business Development, Westlaw, Accounting, Legal Writing, Data Analysis, Leadership, Financial Modeling, Entrepreneurship, Teamwork, Private Equity, Salesforce.com
Education
California Western School of Law 2012 — 2016
J.D./MBA, Banking, Corporate, Finance, and Securities Law
San Diego State University College of Business 2013 — 2016
J.D./MBA, Entrepreneurship/Entrepreneurial Studies/Finance
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics, Law and Economics
Tayson Pierce Estate Wines January 2005 - Present
Live Nation Entertainment June 2015 - September 2015
Cabrillo Advisors, LLC February 2015 - April 2015
Live Nation Entertainment June 2014 - September 2014
Ellis Law Group June 2013 - July 2013
Deutsche Bank June 2010 - August 2010
Inglenook June 2007 - September 2008
Skills
Marketing, Investment Banking, Financial Analysis, Start-ups, Investments, Market Research, Venture Capital, Capital Markets Analysis, Contract Negotiation, Strategic Planning, Analysis, Legal Research, Microsoft Office, Analytics, Training, Wineries, Sales Operations, Sales, Research, Business Economics, Industrial Organization, Photoshop, Strategy, Marketing Strategy, Spanish, Italian, Windows, Business Strategy, CRM, OS X, Mac OS X, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Negotiation, Finance, Fundraising, Project Management, New Business Development, Westlaw, Accounting, Legal Writing, Data Analysis, Leadership, Financial Modeling, Entrepreneurship, Teamwork, Private Equity, Salesforce.com
Education
California Western School of Law 2012 — 2016
J.D./MBA, Banking, Corporate, Finance, and Securities Law
San Diego State University College of Business 2013 — 2016
J.D./MBA, Entrepreneurship/Entrepreneurial Studies/Finance
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics, Law and Economics
Dean Colvin Dean Colvin's Cabrillo Advisors, LLC Experience July 2013 - Present
Job Managing Director at Cabrillo Advisors, LLC
Industry Investment Banking
Experience
Cabrillo Advisors, LLC July 2013 - Present
FMV Opinions, Inc. September 2011 - July 2013
Houlihan Lokey April 2004 - September 2011
Deloitte 2003 - 2004
Ernst & Young 1997 - 2003
Skills
Fairness Opinions, Valuation, Purchase Price..., Intangible Assets, Business Valuation, Financial Reporting, Mergers & Acquisitions, Transaction Advisory..., Corporate Finance, Tax, Financial Advisory, Securities, M&A experience, Investment Banking, Strategy, Private Equity
Education
University of Southern California
BS, Business
University of Southern California - Marshall School of Business
MBA, Finance
Cabrillo Advisors, LLC July 2013 - Present
FMV Opinions, Inc. September 2011 - July 2013
Houlihan Lokey April 2004 - September 2011
Deloitte 2003 - 2004
Ernst & Young 1997 - 2003
Skills
Fairness Opinions, Valuation, Purchase Price..., Intangible Assets, Business Valuation, Financial Reporting, Mergers & Acquisitions, Transaction Advisory..., Corporate Finance, Tax, Financial Advisory, Securities, M&A experience, Investment Banking, Strategy, Private Equity
Education
University of Southern California
BS, Business
University of Southern California - Marshall School of Business
MBA, Finance
Anna Hansen Anna Hansen's Cabrillo Advisors, LLC Experience 2011 - 2012
Job
Industry Consumer Electronics
Experience
iMatrix July 2014 - Present
PlayMG Corporation 2012 - Present
Cabrillo Advisors, LLC 2011 - 2012
Jitterbug 2009 - 2011
Provide Commerce, Inc. (ProFlowers) 2005 - January 2009
Encore Capital Group 2004 - 2005
Gateway 2002 - 2004
McKinsey & Co 1995 - 2002
Jet Propulsion Laboratory 1986 - 1989
Skills
Customer Service, Call Center, Retail, Analytics, Telecommunications, Executive Management, B2B, Strategic Planning, Product Development, Cross-functional Team..., Strategy Development, Process Improvement, Change Management, Business Strategy, Customer Relations, Strategy, Start-ups, Customer Insight, Project Management, E-commerce, Analysis, Business Development, Marketing Strategy, Leadership, Competitive Analysis, Business Planning, Salesforce.com, Operations Management
Education
Massachusetts Institute of Technology 1989 — 1991
MS
University of Washington 1984 — 1989
BS
Lincoln High School
iMatrix July 2014 - Present
PlayMG Corporation 2012 - Present
Cabrillo Advisors, LLC 2011 - 2012
Jitterbug 2009 - 2011
Provide Commerce, Inc. (ProFlowers) 2005 - January 2009
Encore Capital Group 2004 - 2005
Gateway 2002 - 2004
McKinsey & Co 1995 - 2002
Jet Propulsion Laboratory 1986 - 1989
Skills
Customer Service, Call Center, Retail, Analytics, Telecommunications, Executive Management, B2B, Strategic Planning, Product Development, Cross-functional Team..., Strategy Development, Process Improvement, Change Management, Business Strategy, Customer Relations, Strategy, Start-ups, Customer Insight, Project Management, E-commerce, Analysis, Business Development, Marketing Strategy, Leadership, Competitive Analysis, Business Planning, Salesforce.com, Operations Management
Education
Massachusetts Institute of Technology 1989 — 1991
MS
University of Washington 1984 — 1989
BS
Lincoln High School
Isabel Espinosa de los Reyes's Cabrillo Advisors, LLC Experience August 2012 - August 2013
Job Financial Business Analyst, Business Management/Finance at Javelin Marketing Group
Industry Marketing and Advertising
Experience
Javelin Marketing Group May 2014 - Present
World Affairs Council - Washington, DC January 2014 - May 2014
Tavistock Group (Mexico) August 2013 - December 2013
Cabrillo Advisors, LLC August 2012 - August 2013
Alston & Bird LLP May 2011 - August 2011
Universidad Iberoamericana, Economic Department June 2010 - August 2010
Consulate General of Mexico January 2010 - May 2010
Institute of Contemporary Chinese Studies June 2009 - August 2009
Institute for European Studies June 2009 - August 2009
Las Familias del Pueblo March 2005 - January 2006
Skills
Spanish, Editing, International Relations, Strategy
Education
University of Southern California 2008 — 2012
BA, International Relations, Economics, Voice
L'Institut d'études politiques de Paris (Sciences Po)
Economics, Law
Saint Mary's Hall
Vrije Universiteit Brussel
Contemporary Issues in European Foreign and Security Policy
Javelin Marketing Group May 2014 - Present
World Affairs Council - Washington, DC January 2014 - May 2014
Tavistock Group (Mexico) August 2013 - December 2013
Cabrillo Advisors, LLC August 2012 - August 2013
Alston & Bird LLP May 2011 - August 2011
Universidad Iberoamericana, Economic Department June 2010 - August 2010
Consulate General of Mexico January 2010 - May 2010
Institute of Contemporary Chinese Studies June 2009 - August 2009
Institute for European Studies June 2009 - August 2009
Las Familias del Pueblo March 2005 - January 2006
Skills
Spanish, Editing, International Relations, Strategy
Education
University of Southern California 2008 — 2012
BA, International Relations, Economics, Voice
L'Institut d'études politiques de Paris (Sciences Po)
Economics, Law
Saint Mary's Hall
Vrije Universiteit Brussel
Contemporary Issues in European Foreign and Security Policy
Joanna Asia Janicka Joanna Asia Janicka's Cabrillo Advisors, LLC Experience February 2009 - February 2012
Job Office Manager/ Executive Assistant
Industry Financial Services
Experience
Calvin Klein March 2012 - June 2012
Cabrillo Advisors, LLC February 2009 - February 2012
Ashlon Realty February 2008 - December 2008
Julie Glance July 2005 - December 2008
Effect September 2002 - January 2005
Skills
Business Development, Mergers & Acquisitions, Start-ups, Financial Accounting
Education
San Diego City College 2010 — 2012
College of English Language in Poland
Calvin Klein March 2012 - June 2012
Cabrillo Advisors, LLC February 2009 - February 2012
Ashlon Realty February 2008 - December 2008
Julie Glance July 2005 - December 2008
Effect September 2002 - January 2005
Skills
Business Development, Mergers & Acquisitions, Start-ups, Financial Accounting
Education
San Diego City College 2010 — 2012
College of English Language in Poland
Michael Polin Michael Polin's Cabrillo Advisors, LLC Experience 2008 - January 2009
Job Sr. Product Marketing Manager at Fitbit
Industry Marketing and Advertising
Experience
Fitbit June 2015 - Present
Whistle Labs January 2015 - June 2015
Whistle Labs November 2013 - December 2014
GUNNAR Optiks January 2011 - November 2013
GUNNAR Optiks January 2009 - January 2011
Cabrillo Advisors, LLC 2008 - January 2009
Skills
Product Marketing, Marketing Strategy, PPC, Marketing Analytics, Brand Development, Online Marketing, Strategic Partnerships, Social Media, Strategy, Business Development, Online Advertising, Brand Management, Marketing, SEO, E-commerce, Analytics, Social Media Marketing, Advertising, Leadership, Content Strategy, Interactive Marketing, Entrepreneurship, Competitive Analysis, Website Development, Digital Marketing, SEM, Web Analytics, Segmentation, Strategic Planning, Email Marketing, Brand Awareness, Product Launch, Product Management, Social Networking, Start-ups
Education
Emory University - Goizueta Business School
BBA, Finance and Entrepreneurship
Emory University
Undergraduate, Business Administration
Fitbit June 2015 - Present
Whistle Labs January 2015 - June 2015
Whistle Labs November 2013 - December 2014
GUNNAR Optiks January 2011 - November 2013
GUNNAR Optiks January 2009 - January 2011
Cabrillo Advisors, LLC 2008 - January 2009
Skills
Product Marketing, Marketing Strategy, PPC, Marketing Analytics, Brand Development, Online Marketing, Strategic Partnerships, Social Media, Strategy, Business Development, Online Advertising, Brand Management, Marketing, SEO, E-commerce, Analytics, Social Media Marketing, Advertising, Leadership, Content Strategy, Interactive Marketing, Entrepreneurship, Competitive Analysis, Website Development, Digital Marketing, SEM, Web Analytics, Segmentation, Strategic Planning, Email Marketing, Brand Awareness, Product Launch, Product Management, Social Networking, Start-ups
Education
Emory University - Goizueta Business School
BBA, Finance and Entrepreneurship
Emory University
Undergraduate, Business Administration
Marissa Gottlieb Marissa Gottlieb's Cabrillo Advisors, LLC Experience 2008 - 2010
Job MBA Summer Associate at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management June 2015 - Present
Altegris 2010 - 2013
Cabrillo Advisors, LLC 2008 - 2010
Skills
Financial Modeling, Alternative Investments, Research, Investments, Hedge Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Series 7, Finance, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, San Diego 2004 — 2008
Bachelor of Arts
UBS Global Asset Management June 2015 - Present
Altegris 2010 - 2013
Cabrillo Advisors, LLC 2008 - 2010
Skills
Financial Modeling, Alternative Investments, Research, Investments, Hedge Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Series 7, Finance, Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, San Diego 2004 — 2008
Bachelor of Arts
David Cubeta David Cubeta's Cabrillo Advisors, LLC Experience March 2010 - June 2012
Job RA Capital Advisors
Industry Investment Banking
Experience
RA Capital Advisors LLC June 2012 - Present
Cabrillo Advisors, LLC March 2010 - June 2012
San Diego State University January 2008 - May 2012
PricewaterhouseCoopers September 2008 - March 2010
Education
Boston College
Bachelors of Science, Finance, Accounting
San Diego State University-California State University
Masters of Accountancy
RA Capital Advisors LLC June 2012 - Present
Cabrillo Advisors, LLC March 2010 - June 2012
San Diego State University January 2008 - May 2012
PricewaterhouseCoopers September 2008 - March 2010
Education
Boston College
Bachelors of Science, Finance, Accounting
San Diego State University-California State University
Masters of Accountancy
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY