Canterbury Consulting
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Canterbury Consulting Employees
Employee
Years
Job
Industry
Dorrie Chung Dorrie Chung's Canterbury Consulting Experience 2001 - 2009
Job COO & VP Finance at Toft Group Sanford Rose Associates
Industry Biotechnology
Experience
Toft Group, A Member of the Sanford Rose Associates® Network of Offices October 2012 - Present
Chung Consulting 2010 - 2014
QDIC Distributors, Inc. April 2011 - May 2012
Western Financial Planning July 2008 - December 2011
Canterbury Consulting 2001 - 2009
XLNT Designs (acquired by Intel Corporation) 1996 - 2000
Madge Networks 1996 - 1996
Lannet Inc, (acquired by Madge networks) 1994 - 1996
Metromedia Paging Corporation 1990 - 1991
Weight Watchers of Western Michigan 1989 - 1990
Skills
Revenue Recognition, SEC filings, Financial Reporting, GAAP, Project Accounting, Strategic Financial..., Cost Accounting, US GAAP, Consolidation, Balance Sheet, Accounting, Financial Analysis, Sarbanes-Oxley, CPA, Financial Statements
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Toft Group, A Member of the Sanford Rose Associates® Network of Offices October 2012 - Present
Chung Consulting 2010 - 2014
QDIC Distributors, Inc. April 2011 - May 2012
Western Financial Planning July 2008 - December 2011
Canterbury Consulting 2001 - 2009
XLNT Designs (acquired by Intel Corporation) 1996 - 2000
Madge Networks 1996 - 1996
Lannet Inc, (acquired by Madge networks) 1994 - 1996
Metromedia Paging Corporation 1990 - 1991
Weight Watchers of Western Michigan 1989 - 1990
Skills
Revenue Recognition, SEC filings, Financial Reporting, GAAP, Project Accounting, Strategic Financial..., Cost Accounting, US GAAP, Consolidation, Balance Sheet, Accounting, Financial Analysis, Sarbanes-Oxley, CPA, Financial Statements
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Moid Hanif Moid Hanif's Canterbury Consulting Experience January 2004 - December 2004
Job AVP at The TCW Group
Industry Investment Management
Experience
The TCW Group June 2014 - Present
PIMCO September 2006 - December 2012
PIMCO February 2006 - August 2006
PIMCO February 2005 - February 2006
Canterbury Consulting January 2004 - December 2004
Skills
Fixed Income, Valuation, Financial Analysis, Investments, Asset Managment, Derivatives, Equities, Portfolio Management, Alternative Investments, Economics, Bloomberg, Data Analysis, Trading, Securities, Mutual Funds, Bonds, Due Diligence, Analysis, Financial Risk, Emerging Markets, Finance, Equity Research, Asset Management, Asset Allocation, Investment Management, Private Equity, Banking, Investment Banking, Hedge Funds, Capital Markets, Financial Markets
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
MBA, Finance & Economics
California State University-Long Beach - College of Business Administration 2003 — 2004
BSC, Finance and Information Systems
The TCW Group June 2014 - Present
PIMCO September 2006 - December 2012
PIMCO February 2006 - August 2006
PIMCO February 2005 - February 2006
Canterbury Consulting January 2004 - December 2004
Skills
Fixed Income, Valuation, Financial Analysis, Investments, Asset Managment, Derivatives, Equities, Portfolio Management, Alternative Investments, Economics, Bloomberg, Data Analysis, Trading, Securities, Mutual Funds, Bonds, Due Diligence, Analysis, Financial Risk, Emerging Markets, Finance, Equity Research, Asset Management, Asset Allocation, Investment Management, Private Equity, Banking, Investment Banking, Hedge Funds, Capital Markets, Financial Markets
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
MBA, Finance & Economics
California State University-Long Beach - College of Business Administration 2003 — 2004
BSC, Finance and Information Systems
James M. Howell, CFA, CTP James M. Howell, CFA, CTP's Canterbury Consulting Experience 2012 - 2014
Job Chief Financial Officer (CFO), The San Diego Foundation
Industry Nonprofit Organization Management
Experience
Canterbury Consulting 2012 - 2014
The Scripps Research Institute 2007 - 2012
United Parcel Service 1989 - 2006
Skills
Investments, Treasury Management, Capital Markets, Strategic Planning, Corporate Governance, Non-profit..., Financial Reporting, Accounting, Information Technology, Business Intelligence, Team Building, Portfolio Management, Internal Controls, Risk Management, Operations Management, Department Budgeting, Capital Budgeting, Process Efficiency, Alternative Investments, Due Diligence, Private Equity, Commercial Real Estate, Hedge Funds, Endowment Funds, Pension Funds, Audit Committee, Corporate Finance, Valuation, Cash Flow Forecasting, Financial Modeling, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Financial Accounting, Working Capital..., Debt & Equity Financing, Investment..., Investor Presentations, Public Speaking, Wealth Management, Investor Relations, Business Strategy, New Business Development, Corporate Tax Planning, Governance, Cross-functional Team...
Education
Georgia State University 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Georgia Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Industrial Engineering
Canterbury Consulting 2012 - 2014
The Scripps Research Institute 2007 - 2012
United Parcel Service 1989 - 2006
Skills
Investments, Treasury Management, Capital Markets, Strategic Planning, Corporate Governance, Non-profit..., Financial Reporting, Accounting, Information Technology, Business Intelligence, Team Building, Portfolio Management, Internal Controls, Risk Management, Operations Management, Department Budgeting, Capital Budgeting, Process Efficiency, Alternative Investments, Due Diligence, Private Equity, Commercial Real Estate, Hedge Funds, Endowment Funds, Pension Funds, Audit Committee, Corporate Finance, Valuation, Cash Flow Forecasting, Financial Modeling, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Financial Accounting, Working Capital..., Debt & Equity Financing, Investment..., Investor Presentations, Public Speaking, Wealth Management, Investor Relations, Business Strategy, New Business Development, Corporate Tax Planning, Governance, Cross-functional Team...
Education
Georgia State University 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Georgia Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Industrial Engineering
Eric Cappello Eric Cappello's Canterbury Consulting Experience June 2014 - Present
Job Portfolio Associate at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting June 2014 - Present
Wells Fargo November 2011 - May 2014
Wells Fargo January 2009 - November 2011
Edward Jones January 2008 - January 2009
Chelo's Restaurant August 2006 - May 2008
Cape May County Special Services June 2005 - August 2005
Skills
Microsoft Word, Microsoft Excel, MS Project, PowerPoint, Access, Internet, CACI, AnnuityNet, Beta, Annuity Sales, Indexed Annuities, Fixed Annuities, Variable Annuities, Annuity Linking, Annuity Services, Project Management, Project Planning, InfoMaxx, SVT, SVP, Customer Service, Finance, Client Liason, Public Speaking, Management
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Securities Law
Canterbury Consulting June 2014 - Present
Wells Fargo November 2011 - May 2014
Wells Fargo January 2009 - November 2011
Edward Jones January 2008 - January 2009
Chelo's Restaurant August 2006 - May 2008
Cape May County Special Services June 2005 - August 2005
Skills
Microsoft Word, Microsoft Excel, MS Project, PowerPoint, Access, Internet, CACI, AnnuityNet, Beta, Annuity Sales, Indexed Annuities, Fixed Annuities, Variable Annuities, Annuity Linking, Annuity Services, Project Management, Project Planning, InfoMaxx, SVT, SVP, Customer Service, Finance, Client Liason, Public Speaking, Management
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Securities Law
Braden Cluck's Canterbury Consulting Experience July 2011 - August 2011
Job Associate Broker, Construction Services Group at Aon Risk Solutions
Industry Financial Services
Experience
Aon Risk Solutions June 2014 - Present
Enterprise Rent-A-Car December 2013 - May 2014
The Loft at LMU September 2013 - May 2014
Sares-Regis Group May 2013 - August 2013
NEOGOV December 2012 - June 2013
Loyola Marymount University September 2011 - June 2013
Harvey and Company LLC June 2012 - August 2012
Canterbury Consulting July 2011 - August 2011
Cadence Capital Management June 2010 - July 2010
Skills
Management, Microsoft Excel, Investments, Research, Mergers & Acquisitions, Finance, Social Media, Public Speaking, Marketing, Microsoft Office, Team Leadership, Valuation, Capital IQ, Financial Analysis, Wealth Management, Due Diligence, Access Database, Construction Insurance
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Mater Dei High School 2006 — 2010
Aon Risk Solutions June 2014 - Present
Enterprise Rent-A-Car December 2013 - May 2014
The Loft at LMU September 2013 - May 2014
Sares-Regis Group May 2013 - August 2013
NEOGOV December 2012 - June 2013
Loyola Marymount University September 2011 - June 2013
Harvey and Company LLC June 2012 - August 2012
Canterbury Consulting July 2011 - August 2011
Cadence Capital Management June 2010 - July 2010
Skills
Management, Microsoft Excel, Investments, Research, Mergers & Acquisitions, Finance, Social Media, Public Speaking, Marketing, Microsoft Office, Team Leadership, Valuation, Capital IQ, Financial Analysis, Wealth Management, Due Diligence, Access Database, Construction Insurance
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Mater Dei High School 2006 — 2010
Anthony Georgopoulos's Canterbury Consulting Experience January 2009 - September 2009
Job Staff Accountant at The Redbury Hotel
Industry Food & Beverages
Experience
SBE Entertainment Group June 2015 - Present
The Lucky Greek August 2009 - June 2015
U.S. Commercial Service May 2010 - August 2010
Canterbury Consulting January 2009 - September 2009
Skills
Financial Reporting, Restaurants, Analysis, Accounting, Payroll, Process Scheduler, Forecasting, Budgets, Microsoft Excel, Strategic Planning, Event Planning, Time Management, Event Management, Social Networking
Education
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2010
BS, Finance and International Business
Shanghai University of Finance and Economics 2009 — 2009
Bachelor of Science (BS), International Business
SBE Entertainment Group June 2015 - Present
The Lucky Greek August 2009 - June 2015
U.S. Commercial Service May 2010 - August 2010
Canterbury Consulting January 2009 - September 2009
Skills
Financial Reporting, Restaurants, Analysis, Accounting, Payroll, Process Scheduler, Forecasting, Budgets, Microsoft Excel, Strategic Planning, Event Planning, Time Management, Event Management, Social Networking
Education
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2010
BS, Finance and International Business
Shanghai University of Finance and Economics 2009 — 2009
Bachelor of Science (BS), International Business
Chris Kaufmann's Canterbury Consulting Experience June 2015 - September 2015
Job Student Managed Investment Fund Fixed Income Team Lead at UC Irvine
Industry Banking
Experience
UC Irvine October 2014 - Present
Canterbury Consulting June 2015 - September 2015
Blaze Pizza, LLC September 2012 - July 2014
Nanoogo December 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Marketing, Public Speaking, Leadership, Time Management, Market Research, Social Media, Project Management, Management, Finance
Education
University of California, Irvine 2014 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.6 GPA
Irvine Valley College 2012 — 2014
Associate's degrees, Business Administration and Business Economics
UC Irvine October 2014 - Present
Canterbury Consulting June 2015 - September 2015
Blaze Pizza, LLC September 2012 - July 2014
Nanoogo December 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Marketing, Public Speaking, Leadership, Time Management, Market Research, Social Media, Project Management, Management, Finance
Education
University of California, Irvine 2014 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.6 GPA
Irvine Valley College 2012 — 2014
Associate's degrees, Business Administration and Business Economics
Patrick Devaney's Canterbury Consulting Experience 1993 - 1995
Job Managing Director at American P3 Capital
Industry Financial Services
Experience
American P3 Capital January 2013 - Present
Quanta Government Solutions January 2004 - April 2012
US Navy July 1988 - January 2011
Canterbury Consulting 1993 - 1995
Kidder Peabody & Company 1983 - 1987
Skills
Strategic Planning, Negotiation, Budgets, Customer Service, Mergers, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Team Building, Strategy, Financial Analysis, Business Planning, Policy, Analysis, Mergers & Acquisitions, Entrepreneurship, Start-ups, Project Planning, Management, Program Management
Education
Chapman University 1983 — 1987
B.S.B.A, Finance
California State University-Long Beach 1981 — 1983
American P3 Capital January 2013 - Present
Quanta Government Solutions January 2004 - April 2012
US Navy July 1988 - January 2011
Canterbury Consulting 1993 - 1995
Kidder Peabody & Company 1983 - 1987
Skills
Strategic Planning, Negotiation, Budgets, Customer Service, Mergers, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Team Building, Strategy, Financial Analysis, Business Planning, Policy, Analysis, Mergers & Acquisitions, Entrepreneurship, Start-ups, Project Planning, Management, Program Management
Education
Chapman University 1983 — 1987
B.S.B.A, Finance
California State University-Long Beach 1981 — 1983
Lino Lourenco Lino Lourenco's Canterbury Consulting Experience January 2014 - Present
Job Investment Analyst at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting January 2014 - Present
Morgan Stanley Wealth Management July 2010 - January 2014
Skills
Financial Analysis, Asset Allocation, Mutual Funds, Financial Services, Financial Reporting, Financial Modeling
Education
California State University-Long Beach
Bachelor of Science (B.S.), Finance
Canterbury Consulting January 2014 - Present
Morgan Stanley Wealth Management July 2010 - January 2014
Skills
Financial Analysis, Asset Allocation, Mutual Funds, Financial Services, Financial Reporting, Financial Modeling
Education
California State University-Long Beach
Bachelor of Science (B.S.), Finance
Chad Bollenbach Chad Bollenbach's Canterbury Consulting Experience July 2013 - Present
Job Vice President at Canterbury Consulting
Industry Investment Management
Experience
Canterbury Consulting July 2013 - Present
Capital Group Private Client Services October 2012 - February 2013
Capital Group Private Client Services January 2006 - September 2012
Trenwith Securities LLC 2003 - 2005
AXA Advisors 2001 - 2002
Cisneros Group of Companies 2000 - 2001
Skills
Asset Management, Investment Management, Start-ups, Business Strategy, Equities
Education
Stanford University 1999 — 2000
Master of Arts (M.A.), Latin American Studies
Stanford University 1996 — 2000
Bachelor of Arts (B.A.), International Relations
Canterbury Consulting July 2013 - Present
Capital Group Private Client Services October 2012 - February 2013
Capital Group Private Client Services January 2006 - September 2012
Trenwith Securities LLC 2003 - 2005
AXA Advisors 2001 - 2002
Cisneros Group of Companies 2000 - 2001
Skills
Asset Management, Investment Management, Start-ups, Business Strategy, Equities
Education
Stanford University 1999 — 2000
Master of Arts (M.A.), Latin American Studies
Stanford University 1996 — 2000
Bachelor of Arts (B.A.), International Relations
Del-Vaunte' Scott Del-Vaunte' Scott's Canterbury Consulting Experience August 2014 - December 2014
Job ESL Intervention Specialist at Toledo SMART Bilingual Elementary School
Industry Education Management
Experience
Toledo SMART Bilingual Elementary School August 2015 - Present
Canterbury Consulting August 2014 - December 2014
Central Universitario Cardenal Cisneros August 2014 - December 2014
Canterbury Consulting August 2014 - December 2014
Academia Omega- Alcala de Henares August 2014 - December 2014
International Montessori School May 2014 - August 2014
WBGU-TV Station September 2013 - May 2014
Skills
English to Spanish, Spanish Teaching, Teaching English as a..., Cultural Diversity, Boy Scouts, Music Education, Travel, Foreign Languages, ESL, Customer Service, Clerical Skills, Teaching, Public Speaking, Business English
Education
Canterbury TEFL Consulting Spain 2014 — 2014
TEFL Certification, Education
Bowling Green State University 2011 — 2014
Bachelor's Degree, International/Global Studies, 3.2
Bowling Green State University 2011 — 2014
Bachelor's Degree, Arts and Human Sciences; International Studies
Thomas Worthington High School 2007 — 2011
High School Diploma
Toledo SMART Bilingual Elementary School August 2015 - Present
Canterbury Consulting August 2014 - December 2014
Central Universitario Cardenal Cisneros August 2014 - December 2014
Canterbury Consulting August 2014 - December 2014
Academia Omega- Alcala de Henares August 2014 - December 2014
International Montessori School May 2014 - August 2014
WBGU-TV Station September 2013 - May 2014
Skills
English to Spanish, Spanish Teaching, Teaching English as a..., Cultural Diversity, Boy Scouts, Music Education, Travel, Foreign Languages, ESL, Customer Service, Clerical Skills, Teaching, Public Speaking, Business English
Education
Canterbury TEFL Consulting Spain 2014 — 2014
TEFL Certification, Education
Bowling Green State University 2011 — 2014
Bachelor's Degree, International/Global Studies, 3.2
Bowling Green State University 2011 — 2014
Bachelor's Degree, Arts and Human Sciences; International Studies
Thomas Worthington High School 2007 — 2011
High School Diploma
Melody Mao Melody Mao's Canterbury Consulting Experience May 2000 - October 2004
Job Real Estate Professional
Industry Real Estate
Experience
Windem Real Estate Founding Wine AmbassadorBoisset Family EstatesJuly 2012 - Present
Permit Resources, Inc. June 2005 - Present
Canterbury Consulting May 2000 - October 2004
California Tax Data June 1999 - May 2000
Skills
Investments, Real Estate Transactions, REO, Investment Properties, Sellers, Short Sales, Property Management
Education
University of California, Irvine 1994 — 1998
BA, Economics
Windem Real Estate Founding Wine AmbassadorBoisset Family EstatesJuly 2012 - Present
Permit Resources, Inc. June 2005 - Present
Canterbury Consulting May 2000 - October 2004
California Tax Data June 1999 - May 2000
Skills
Investments, Real Estate Transactions, REO, Investment Properties, Sellers, Short Sales, Property Management
Education
University of California, Irvine 1994 — 1998
BA, Economics
Debashis Chowdhury, CFA's Canterbury Consulting Experience January 2002 - Present
Job President at Canterbury Consulting
Industry Investment Management
Experience
Child Abuse Prevention Center of Orange County February 2010 - Present
Canterbury Consulting January 2002 - Present
American Express Financial Advisors December 1998 - October 2001
Skills
Investment Management, Endowments, Due Diligence, Asset Management, Investments, Bloomberg, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Institutional, Risk Management, Mutual Funds, Hedge Funds, Institutional..., Series 7, Capital Markets, Asset Managment, Equities, Securities, Financial Modeling, Private Equity, Financial Analysis, Consulting, Equity Research, Fund Of Funds, Investment Advisory, Fixed Income, Financial Markets, Emerging Markets, Management, Series 63, Foundations, Valuation, Derivatives, Finance, Investment Banking, Hedging
Education
University of Minnesota - Carlson School of Management 1994 — 1998
Bachelor of Science, Management and Economics
Child Abuse Prevention Center of Orange County February 2010 - Present
Canterbury Consulting January 2002 - Present
American Express Financial Advisors December 1998 - October 2001
Skills
Investment Management, Endowments, Due Diligence, Asset Management, Investments, Bloomberg, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Institutional, Risk Management, Mutual Funds, Hedge Funds, Institutional..., Series 7, Capital Markets, Asset Managment, Equities, Securities, Financial Modeling, Private Equity, Financial Analysis, Consulting, Equity Research, Fund Of Funds, Investment Advisory, Fixed Income, Financial Markets, Emerging Markets, Management, Series 63, Foundations, Valuation, Derivatives, Finance, Investment Banking, Hedging
Education
University of Minnesota - Carlson School of Management 1994 — 1998
Bachelor of Science, Management and Economics
Jordan Underwood, CPA Jordan Underwood, CPA's Canterbury Consulting Experience August 2010 - December 2011
Job Tax Associate at BCG & Company
Industry Accounting
Experience
BCG & Company July 2015 - Present
Plante Moran August 2013 - May 2015
DFAS May 2012 - July 2012
Canterbury Consulting August 2010 - December 2011
Skills
MS Office tools, Spanish translation, Customer Relations, Tax Preparation, Nonprofits, Healthcare, Tax Research, ProSystem fx Tax, Hospital Accounting
Education
The Ohio State University Fisher College of Business 2012 — 2013
Master's Degree, Accounting
Bowling Green State University 2006 — 2010
Business Administration, Marketing and Spanish
BCG & Company July 2015 - Present
Plante Moran August 2013 - May 2015
DFAS May 2012 - July 2012
Canterbury Consulting August 2010 - December 2011
Skills
MS Office tools, Spanish translation, Customer Relations, Tax Preparation, Nonprofits, Healthcare, Tax Research, ProSystem fx Tax, Hospital Accounting
Education
The Ohio State University Fisher College of Business 2012 — 2013
Master's Degree, Accounting
Bowling Green State University 2006 — 2010
Business Administration, Marketing and Spanish
Matthew Fettig, CFA's Canterbury Consulting Experience September 2009 - September 2012
Job Chief Investment Officer at The San Diego Foundation
Industry Financial Services
Experience
The San Diego Foundation August 2013 - Present
Canterbury Consulting September 2009 - September 2012
Canterbury Consulting September 2002 - September 2009
Canterbury Consulting May 2000 - September 2002
Skills
Hedge Funds, Alternative Investments, Credit, Long/Short Equity, Equities, Fixed Income, Due Diligence, Superior Client Service, Asset Allocation, Research, Investments, Chartered Financial..., Investment Strategies, Mutual Funds, Investment Management, Private Equity, Fund Of Funds, Equity Research, Client Services, Capital Markets, Bloomberg, Asset Management
Education
University of California, Berkeley 1996 — 1999
Bachelor of Arts (B.A.), Economics
The San Diego Foundation August 2013 - Present
Canterbury Consulting September 2009 - September 2012
Canterbury Consulting September 2002 - September 2009
Canterbury Consulting May 2000 - September 2002
Skills
Hedge Funds, Alternative Investments, Credit, Long/Short Equity, Equities, Fixed Income, Due Diligence, Superior Client Service, Asset Allocation, Research, Investments, Chartered Financial..., Investment Strategies, Mutual Funds, Investment Management, Private Equity, Fund Of Funds, Equity Research, Client Services, Capital Markets, Bloomberg, Asset Management
Education
University of California, Berkeley 1996 — 1999
Bachelor of Arts (B.A.), Economics
Joshua Alesescu Joshua Alesescu's Canterbury Consulting Experience November 2014 - Present
Job Investment Analyst at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting November 2014 - Present
Alupka Asset Management May 2013 - November 2014
CFG Wealth Management March 2013 - May 2013
Skills
Matlab, ThomsonOne, RediPlus, Microsoft Office Suite, STATA, Valuation, Financial Modeling, DCF, QuickBooks, Ruby, MySQL, PPTP, Apache, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Research
Education
University of California, San Diego 2011 — 2013
Bachelor's Degree, Management Sciences and Quantitative Methods
Canterbury Consulting November 2014 - Present
Alupka Asset Management May 2013 - November 2014
CFG Wealth Management March 2013 - May 2013
Skills
Matlab, ThomsonOne, RediPlus, Microsoft Office Suite, STATA, Valuation, Financial Modeling, DCF, QuickBooks, Ruby, MySQL, PPTP, Apache, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Research
Education
University of California, San Diego 2011 — 2013
Bachelor's Degree, Management Sciences and Quantitative Methods
Parker O'Sullivan's Canterbury Consulting Experience May 2005 - May 2005
Job Relationship Management at Lateef Investment Management
Industry Investment Management
Experience
Lateef Investment Management August 2015 - Present
Cambridge Associates November 2013 - August 2015
Kayne Anderson Capital Advisors August 2012 - August 2013
Santa Barbara Asset Management April 2010 - August 2012
Santa Barbara Asset Management March 2009 - March 2010
Canterbury Consulting May 2005 - May 2005
Skills
Alternative Investments, Mutual Funds, Excel, Databases, Product Marketing, RFP preparation, RFI, CRM software, Institutional Clients, Private Clients, MS Office Suite, Presentation Materials, Hedge Funds, Equities, Private Equity, Investment Management, Salesforce, Bloomberg, Factset, PerTrac, APL, Wealth Management..., Manage Client..., Asset Allocation, Institutional..., Investment Strategies, Equity Research, Portfolio Management, Investments
Education
University of California, Santa Barbara 2005 — 2010
Bachelor's Degree, History
Palos Verdes High
High School
Lateef Investment Management August 2015 - Present
Cambridge Associates November 2013 - August 2015
Kayne Anderson Capital Advisors August 2012 - August 2013
Santa Barbara Asset Management April 2010 - August 2012
Santa Barbara Asset Management March 2009 - March 2010
Canterbury Consulting May 2005 - May 2005
Skills
Alternative Investments, Mutual Funds, Excel, Databases, Product Marketing, RFP preparation, RFI, CRM software, Institutional Clients, Private Clients, MS Office Suite, Presentation Materials, Hedge Funds, Equities, Private Equity, Investment Management, Salesforce, Bloomberg, Factset, PerTrac, APL, Wealth Management..., Manage Client..., Asset Allocation, Institutional..., Investment Strategies, Equity Research, Portfolio Management, Investments
Education
University of California, Santa Barbara 2005 — 2010
Bachelor's Degree, History
Palos Verdes High
High School
Alana Cardarelli Alana Cardarelli's Canterbury Consulting Experience April 2010 - Present
Job Senior Portfolio Administrator at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting April 2010 - Present
Bryson Financial February 2010 - February 2010
R.A. Hall & CO. LLC May 2008 - December 2009
Batterymarch Financial Management January 2007 - June 2007
John Hancock Financial Services January 2006 - August 2006
Skills
Equities, Bloomberg, Financial Analysis, Financial Modeling, Investments
Education
Northeastern University 2003 — 2008
Bachelor of Science Degree in Business Administration, Finance and Insurance
Canterbury Consulting April 2010 - Present
Bryson Financial February 2010 - February 2010
R.A. Hall & CO. LLC May 2008 - December 2009
Batterymarch Financial Management January 2007 - June 2007
John Hancock Financial Services January 2006 - August 2006
Skills
Equities, Bloomberg, Financial Analysis, Financial Modeling, Investments
Education
Northeastern University 2003 — 2008
Bachelor of Science Degree in Business Administration, Finance and Insurance
Victoria Choi Victoria Choi's Canterbury Consulting Experience November 2007 - March 2009
Job Institutional Sales BlackRock
Industry Investment Management
Experience
BlackRock December 2014 - Present
Dimensional Fund Advisors September 2013 - November 2014
Dimensional Fund Advisors March 2011 - September 2013
Western Asset Management October 2009 - March 2011
Trust Company of the West June 2009 - August 2009
Canterbury Consulting November 2007 - March 2009
Education
University of California, Irvine 2006 — 2009
Bachelor’s Degree, Economics, Management
BlackRock December 2014 - Present
Dimensional Fund Advisors September 2013 - November 2014
Dimensional Fund Advisors March 2011 - September 2013
Western Asset Management October 2009 - March 2011
Trust Company of the West June 2009 - August 2009
Canterbury Consulting November 2007 - March 2009
Education
University of California, Irvine 2006 — 2009
Bachelor’s Degree, Economics, Management
Patrick Ngo's Canterbury Consulting Experience January 2007 - June 2007
Job Customer Business Manager at Plum Organics
Industry Consumer Goods
Experience
Plum Organics April 2015 - Present
Procter & Gamble July 2014 - March 2015
Procter & Gamble January 2013 - June 2014
Procter & Gamble June 2011 - January 2013
Procter & Gamble June 2009 - May 2011
Procter & Gamble June 2007 - August 2008
Canterbury Consulting January 2007 - June 2007
Skills
Consumer Insights, Market Research, Business Analysis, Negotiation, Cross-functional Team..., E-commerce, Marketing Strategy, Business Strategy, Digital Marketing, AC Nielsen, Consumer Products, Business Development, Marketing, Sales, New Business Development, Strategy, Shopper Marketing, Competitive Analysis, Analysis
Education
University of California, Irvine 2005 — 2009
BA, Economics
Plum Organics April 2015 - Present
Procter & Gamble July 2014 - March 2015
Procter & Gamble January 2013 - June 2014
Procter & Gamble June 2011 - January 2013
Procter & Gamble June 2009 - May 2011
Procter & Gamble June 2007 - August 2008
Canterbury Consulting January 2007 - June 2007
Skills
Consumer Insights, Market Research, Business Analysis, Negotiation, Cross-functional Team..., E-commerce, Marketing Strategy, Business Strategy, Digital Marketing, AC Nielsen, Consumer Products, Business Development, Marketing, Sales, New Business Development, Strategy, Shopper Marketing, Competitive Analysis, Analysis
Education
University of California, Irvine 2005 — 2009
BA, Economics
Eve-Marie Kuntzman's Canterbury Consulting Experience June 1998 - March 2002
Job Associate Development Director | Casa Romantica Cultural Center and Gardens
Industry Nonprofit Organization Management
Experience
Casa Romantica Cultural Center and Gardens April 2015 - Present
Beacon Pointe Advisors March 2002 - April 2015
Canterbury Consulting June 1998 - March 2002
Canterbury Consulting June 1992 - June 1998
Skills
Nonprofits, Grant Writing, Social Media, Fundraising, Marketing Communications, Marketing Strategy, Financial Services, Direct Marketing, Marketing, Volunteer Management, RFP, Strategy, Grants, Request for Proposal, Client Services, Grant Research, Creative Writing, Leadership, Management, Strategic Planning, Cause Marketing, Business Development, Copywriting, Proposal Writing
Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA), Marketing
California State University-Fullerton
BA, Sociology
http://www.animalcenter.org/acu/
Certificate in The Business of Saving Lives, Business/Animal Welfare
Casa Romantica Cultural Center and Gardens April 2015 - Present
Beacon Pointe Advisors March 2002 - April 2015
Canterbury Consulting June 1998 - March 2002
Canterbury Consulting June 1992 - June 1998
Skills
Nonprofits, Grant Writing, Social Media, Fundraising, Marketing Communications, Marketing Strategy, Financial Services, Direct Marketing, Marketing, Volunteer Management, RFP, Strategy, Grants, Request for Proposal, Client Services, Grant Research, Creative Writing, Leadership, Management, Strategic Planning, Cause Marketing, Business Development, Copywriting, Proposal Writing
Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA), Marketing
California State University-Fullerton
BA, Sociology
http://www.animalcenter.org/acu/
Certificate in The Business of Saving Lives, Business/Animal Welfare
Malissa McCrary Malissa McCrary's Canterbury Consulting Experience December 2006 - March 2011
Job Licensing/HR Manager at Springboardauto.com
Industry Financial Services
Experience
Springboardauto.com August 2015 - Present
CarFinance Capital April 2013 - Present
CarFinance Capital March 2011 - March 2013
Canterbury Consulting December 2006 - March 2011
Triad Financial Corporation February 1997 - December 2004
Skills
Human Resources, Employee Relations, Management, Leadership, Training, Credit, Finance, Loans, Executive Management, Risk Management, Consumer Lending, Portfolio Management, Financial Services, Call Centers, Loss Mitigation, Loan Servicing, Banking, Call Center, Credit Analysis
Education
California State University-Long Beach
Bachelor of Arts (BA), Sociology with a concentration in Ethnic/Minority Group
Springboardauto.com August 2015 - Present
CarFinance Capital April 2013 - Present
CarFinance Capital March 2011 - March 2013
Canterbury Consulting December 2006 - March 2011
Triad Financial Corporation February 1997 - December 2004
Skills
Human Resources, Employee Relations, Management, Leadership, Training, Credit, Finance, Loans, Executive Management, Risk Management, Consumer Lending, Portfolio Management, Financial Services, Call Centers, Loss Mitigation, Loan Servicing, Banking, Call Center, Credit Analysis
Education
California State University-Long Beach
Bachelor of Arts (BA), Sociology with a concentration in Ethnic/Minority Group
Benjamin Neely, CMA Benjamin Neely, CMA's Canterbury Consulting Experience January 2008 - April 2009
Job Site Controller at SaintGobain Performance Plastics
Industry Renewables & Environment
Experience
Saint-Gobain Performance Plastics October 2013 - Present
Quanex Building Products Corporation October 2012 - October 2013
Sun Gro Horticulture February 2012 - January 2013
Naval Undersea Warfare Center Keyport July 2009 - February 2012
Canterbury Consulting January 2008 - April 2009
Washington Mutual July 2007 - December 2007
United States Navy May 1995 - May 2001
Skills
Microsoft Office, AS400 system, SAP, Bloomberg Terminal, Cost Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Regression Analysis, Activity Based Costing, Activity Based..., Managerial Finance, CMA, VBA, Data Analysis, Continuous Process..., Variance Analysis, Budget, Operating Budgets, Cost Accounting..., Standard Costs, Budgets, Microsoft Excel, Accounting, Analysis, Internal Controls, Auditing, Finance
Education
Drake University 2004 — 2007
BSBA, Accounting, Corporate Finance
Naval Nuclear Power School 1995 — 1997
Certification, Electronics, Nuclear Power
Becker CPA Review
Becker CPA Review
Saint-Gobain Performance Plastics October 2013 - Present
Quanex Building Products Corporation October 2012 - October 2013
Sun Gro Horticulture February 2012 - January 2013
Naval Undersea Warfare Center Keyport July 2009 - February 2012
Canterbury Consulting January 2008 - April 2009
Washington Mutual July 2007 - December 2007
United States Navy May 1995 - May 2001
Skills
Microsoft Office, AS400 system, SAP, Bloomberg Terminal, Cost Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Regression Analysis, Activity Based Costing, Activity Based..., Managerial Finance, CMA, VBA, Data Analysis, Continuous Process..., Variance Analysis, Budget, Operating Budgets, Cost Accounting..., Standard Costs, Budgets, Microsoft Excel, Accounting, Analysis, Internal Controls, Auditing, Finance
Education
Drake University 2004 — 2007
BSBA, Accounting, Corporate Finance
Naval Nuclear Power School 1995 — 1997
Certification, Electronics, Nuclear Power
Becker CPA Review
Becker CPA Review
Jon Shakill Jon Shakill's Canterbury Consulting Experience February 2010 - January 2011
Job Communications Professional: Editor, Writer, Publicist, Marketer & Promoter
Industry Public Relations and Communications
Experience
Experian Consumer Services September 2015 - Present
Tightrope Entertainment May 2013 - April 2015
Cigar & Spirits Magazine February 2011 - September 2014
Canterbury Consulting February 2010 - January 2011
Freelance Writer February 2009 - January 2010
Fisher Investments September 2007 - January 2009
Lieberman Research Worldwide June 2006 - August 2006
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Mass Communications, Political Science
Ecole Supérieure du Commerce Extérieur
Study Abroad - Paris, France, International Business & Management
Experian Consumer Services September 2015 - Present
Tightrope Entertainment May 2013 - April 2015
Cigar & Spirits Magazine February 2011 - September 2014
Canterbury Consulting February 2010 - January 2011
Freelance Writer February 2009 - January 2010
Fisher Investments September 2007 - January 2009
Lieberman Research Worldwide June 2006 - August 2006
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Mass Communications, Political Science
Ecole Supérieure du Commerce Extérieur
Study Abroad - Paris, France, International Business & Management
Philip Lam's Canterbury Consulting Experience October 2007 - April 2008
Job Land Acquisition Analyst at K. Hovnanian Homes
Industry Real Estate
Experience
K. Hovnanian Homes May 2014 - Present
BRE Properties December 2012 - April 2014
BRE Properties June 2010 - December 2012
California First Leasing Corporation August 2009 - February 2010
Canterbury Consulting October 2007 - April 2008
Skills
Market Research, Real Estate Development, Market Analysis, Microsoft Excel, Data Analysis, Finance, Financial Modeling, Pricing Analysis, Land Acquisition, Single Family Homes, Dispositions, Data Minipulation, Yardi Voyager, Axiometrics, Real Estate Trends, Due Diligence, Deal Structures, Capital Structure
Education
University of California, Irvine 2005 — 2009
B.A., Economics, Specialization in International Economics
University of Cambridge 2007 — 2007
Finance, Creative Writing
K. Hovnanian Homes May 2014 - Present
BRE Properties December 2012 - April 2014
BRE Properties June 2010 - December 2012
California First Leasing Corporation August 2009 - February 2010
Canterbury Consulting October 2007 - April 2008
Skills
Market Research, Real Estate Development, Market Analysis, Microsoft Excel, Data Analysis, Finance, Financial Modeling, Pricing Analysis, Land Acquisition, Single Family Homes, Dispositions, Data Minipulation, Yardi Voyager, Axiometrics, Real Estate Trends, Due Diligence, Deal Structures, Capital Structure
Education
University of California, Irvine 2005 — 2009
B.A., Economics, Specialization in International Economics
University of Cambridge 2007 — 2007
Finance, Creative Writing
Andrew Rosenberg Andrew Rosenberg's Canterbury Consulting Experience March 2008 - April 2010
Job Assistant Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management January 2015 - Present
Oaktree Capital Management March 2013 - December 2014
Oaktree Capital Management October 2012 - March 2013
Healthcare Communications Group January 2012 - September 2012
Oaktree Capital Management April 2010 - January 2012
Canterbury Consulting March 2008 - April 2010
Capital Group June 2007 - March 2008
Integr8tive Solutions, Inc August 2005 - May 2007
Skills
Data Analysis, Business Development, Asset Allocation, Capital Markets, Strategic Planning, Project Management, Pharmaceutical Industry, Marketing Strategy, Financial Analysis, New Business Development, Financial Reporting, Superior Client Service, Asset Managment, Financial Markets, Asset Management, Clinical Trials, Clinical Development, Clinical Research, Healthcare
Education
University of California, Irvine 2002 — 2007
B.A, Psychology and Social Behavior; Business Management
University of California, Irvine - The Paul Merage School of Business 2002 — 2007
Minor, Business Management
Oaktree Capital Management January 2015 - Present
Oaktree Capital Management March 2013 - December 2014
Oaktree Capital Management October 2012 - March 2013
Healthcare Communications Group January 2012 - September 2012
Oaktree Capital Management April 2010 - January 2012
Canterbury Consulting March 2008 - April 2010
Capital Group June 2007 - March 2008
Integr8tive Solutions, Inc August 2005 - May 2007
Skills
Data Analysis, Business Development, Asset Allocation, Capital Markets, Strategic Planning, Project Management, Pharmaceutical Industry, Marketing Strategy, Financial Analysis, New Business Development, Financial Reporting, Superior Client Service, Asset Managment, Financial Markets, Asset Management, Clinical Trials, Clinical Development, Clinical Research, Healthcare
Education
University of California, Irvine 2002 — 2007
B.A, Psychology and Social Behavior; Business Management
University of California, Irvine - The Paul Merage School of Business 2002 — 2007
Minor, Business Management
Jason Levey Jason Levey's Canterbury Consulting Experience January 2015 - Present
Job Director at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting January 2015 - Present
Canterbury Consulting January 2008 - January 2015
Canterbury Consulting August 2005 - January 2008
Morgan Stanley July 2004 - July 2005
Skills
Investment Strategies, Hedge Funds, Capital Markets, Investment Management, Asset Management, Series 63, Asset Managment, Financial Modeling, Strategic Financial..., Financial Analysis, Series 7, Private Equity, Asset Allocation, Alternative Investments
Education
California State University-Fullerton 2000 — 2004
Bachelor's degree, Finance, General
Canterbury Consulting January 2015 - Present
Canterbury Consulting January 2008 - January 2015
Canterbury Consulting August 2005 - January 2008
Morgan Stanley July 2004 - July 2005
Skills
Investment Strategies, Hedge Funds, Capital Markets, Investment Management, Asset Management, Series 63, Asset Managment, Financial Modeling, Strategic Financial..., Financial Analysis, Series 7, Private Equity, Asset Allocation, Alternative Investments
Education
California State University-Fullerton 2000 — 2004
Bachelor's degree, Finance, General
Ryan Schielein's Canterbury Consulting Experience May 2005 - 2014
Job President at Reef Strategy Group
Industry Investment Management
Experience
Reef Strategy Group July 2014 - Present
Canterbury Consulting May 2005 - 2014
Q10 Dwyer-Curlett & Co 2003 - 2005
UBS 2001 - 2003
Harvey & Company LLC 2000 - 2001
Skills
Alternative Investments, Private Equity, Due Diligence, Venture Capital, Asset Allocation, Investment Strategies, Investments, Finance, Valuation, Bloomberg, Strategy, Fixed Income
Education
University of California, Irvine
B.A., English
St. Margaret's
Reef Strategy Group July 2014 - Present
Canterbury Consulting May 2005 - 2014
Q10 Dwyer-Curlett & Co 2003 - 2005
UBS 2001 - 2003
Harvey & Company LLC 2000 - 2001
Skills
Alternative Investments, Private Equity, Due Diligence, Venture Capital, Asset Allocation, Investment Strategies, Investments, Finance, Valuation, Bloomberg, Strategy, Fixed Income
Education
University of California, Irvine
B.A., English
St. Margaret's
Colleen Graff's Canterbury Consulting Experience 1996 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Syndicated Capital Inc. September 2007 - April 2008
Brookstreet Securities February 2000 - June 2007
Canterbury Consulting 1996 - 2000
Education
California State University San Marcos 1994 — 1996
Syndicated Capital Inc. September 2007 - April 2008
Brookstreet Securities February 2000 - June 2007
Canterbury Consulting 1996 - 2000
Education
California State University San Marcos 1994 — 1996
Dimitri Krikelas's Canterbury Consulting Experience March 2005 - February 2010
Job Senior Portfolio Manager
Industry Investment Management
Experience
Canterbury Consulting March 2005 - February 2010
Harvey and Company LLC November 2002 - February 2005
Skills
Alternative Investments, Financial Modeling, Asset Allocation, Investments, Asset Management, Investment Strategies, Investment Advisory, Financial Markets, Financial Services, High Net Worth..., Portfolio Management, Wealth Management..., Financial Analysis, Risk Management
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
MBA, Portfolio Management and Investments
University of California, Irvine 1996 — 2000
Bachelors of Arts, Economics
Canterbury Consulting March 2005 - February 2010
Harvey and Company LLC November 2002 - February 2005
Skills
Alternative Investments, Financial Modeling, Asset Allocation, Investments, Asset Management, Investment Strategies, Investment Advisory, Financial Markets, Financial Services, High Net Worth..., Portfolio Management, Wealth Management..., Financial Analysis, Risk Management
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
MBA, Portfolio Management and Investments
University of California, Irvine 1996 — 2000
Bachelors of Arts, Economics
Ryan Quinn's Canterbury Consulting Experience March 2015 - Present
Job Director at Canterbury Consulting
Industry Investment Management
Experience
Canterbury Consulting March 2015 - Present
Canterbury Consulting March 2010 - Present
Monticello Associates February 2005 - February 2010
Deutsche Bank 2000 - 2003
Skills
Private Equity, Fund Of Funds, Asset Managment, Fixed Income, Portfolio Management, Equity Research, Investments, Asset Allocation, High Yield, Capital Markets, Investment Strategies, Investment Management, Financial Advisory, Asset Management, Mutual Funds
Education
University of Denver - Daniels College of Business 2003 — 2005
MBA, Finance
University of Denver - Daniels College of Business 2003 — 2005
MS, Finance
Colgate University 1993 — 1997
BA, History
Ridgewood High School 1989 — 1993
Canterbury Consulting March 2015 - Present
Canterbury Consulting March 2010 - Present
Monticello Associates February 2005 - February 2010
Deutsche Bank 2000 - 2003
Skills
Private Equity, Fund Of Funds, Asset Managment, Fixed Income, Portfolio Management, Equity Research, Investments, Asset Allocation, High Yield, Capital Markets, Investment Strategies, Investment Management, Financial Advisory, Asset Management, Mutual Funds
Education
University of Denver - Daniels College of Business 2003 — 2005
MBA, Finance
University of Denver - Daniels College of Business 2003 — 2005
MS, Finance
Colgate University 1993 — 1997
BA, History
Ridgewood High School 1989 — 1993
Matthew Ayers's Canterbury Consulting Experience 2009 - 2009
Job Private Wealth Advisor at Deutsche Bank Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Bank February 2010 - Present
Canterbury Consulting 2009 - 2009
YWAM Associates January 2008 - December 2008
Morgan Stanley June 2006 - January 2008
Skills
Capital Markets, Valuation, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Equities, Fixed Income, Bloomberg, Alternative Investments, Investment Banking, Derivatives, Strategic Financial...
Education
University of California, Los Angeles 2003 — 2006
Bachelor of Science (B.S.), Economics
University of Cambridge 2005 — 2005
International Economics
Deutsche Bank February 2010 - Present
Canterbury Consulting 2009 - 2009
YWAM Associates January 2008 - December 2008
Morgan Stanley June 2006 - January 2008
Skills
Capital Markets, Valuation, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Equities, Fixed Income, Bloomberg, Alternative Investments, Investment Banking, Derivatives, Strategic Financial...
Education
University of California, Los Angeles 2003 — 2006
Bachelor of Science (B.S.), Economics
University of Cambridge 2005 — 2005
International Economics
Matthew Lui, CFA's Canterbury Consulting Experience May 2015 - Present
Job Associate, Investment Research at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting May 2015 - Present
Knightsbridge Asset Management August 2014 - April 2015
Knightsbridge Asset Management July 2013 - August 2014
Knightsbridge Asset Management March 2010 - July 2013
Skills
Performance Reporting, Portfolio Accounting, Information Technology, Equity Trading, Finance, Trading, Securities, Investor Relations, Bloomberg, Fixed Income, Hedge Funds
Education
University of California, Berkeley 2004 — 2007
Bachelor of Arts (BA), Economics
Canterbury Consulting May 2015 - Present
Knightsbridge Asset Management August 2014 - April 2015
Knightsbridge Asset Management July 2013 - August 2014
Knightsbridge Asset Management March 2010 - July 2013
Skills
Performance Reporting, Portfolio Accounting, Information Technology, Equity Trading, Finance, Trading, Securities, Investor Relations, Bloomberg, Fixed Income, Hedge Funds
Education
University of California, Berkeley 2004 — 2007
Bachelor of Arts (BA), Economics
Poorvi Parekh's Canterbury Consulting Experience August 2013 - Present
Job Director of Outsourced Investments
Industry Financial Services
Experience
Canterbury Consulting August 2013 - Present
Canterbury Consulting September 2009 - Present
Canterbury Consulting September 2000 - August 2009
Skills
Equities, Investments, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Capital Markets, Asset Allocation, Data Analysis, Series 7, Financial Modeling, Mutual Funds, Securities, Due Diligence
Education
Shenandoah University 1994 — 1996
Master of Business Administration (MBA)
The University of Hong Kong 1983 — 1986
Bachelor of Business Administration (BBA), Economics and Political Science
Canterbury Consulting August 2013 - Present
Canterbury Consulting September 2009 - Present
Canterbury Consulting September 2000 - August 2009
Skills
Equities, Investments, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Capital Markets, Asset Allocation, Data Analysis, Series 7, Financial Modeling, Mutual Funds, Securities, Due Diligence
Education
Shenandoah University 1994 — 1996
Master of Business Administration (MBA)
The University of Hong Kong 1983 — 1986
Bachelor of Business Administration (BBA), Economics and Political Science
Christine Gustafson's Canterbury Consulting Experience November 2006 - August 2008
Job Resident Relations Coordinator at Arnel Commercial Properties
Industry Real Estate
Experience
Arnel Commercial Properties December 2011 - February 2015
Canterbury Consulting November 2006 - August 2008
Skills
Hospitals, Healthcare Management, Microsoft Excel, Pediatrics, Healthcare, Cpr Certified, Medical Terminology, Healthcare Information..., Inpatient, Customer Service, Microsoft Office, Case Management, Research, Clinical Research, Asset Allocation, Financial Analysis, Data Analysis, BLS, Patient Safety, Property Management, Yardi Property..., Client Service Oriented
Education
California State University-Fullerton 1997 — 2001
B.A., Liberal Studies, Education
Fullerton College 1995 — 1997
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Arnel Commercial Properties December 2011 - February 2015
Canterbury Consulting November 2006 - August 2008
Skills
Hospitals, Healthcare Management, Microsoft Excel, Pediatrics, Healthcare, Cpr Certified, Medical Terminology, Healthcare Information..., Inpatient, Customer Service, Microsoft Office, Case Management, Research, Clinical Research, Asset Allocation, Financial Analysis, Data Analysis, BLS, Patient Safety, Property Management, Yardi Property..., Client Service Oriented
Education
California State University-Fullerton 1997 — 2001
B.A., Liberal Studies, Education
Fullerton College 1995 — 1997
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Sheree Leonard's Canterbury Consulting Experience April 2001 - October 2002
Job Technical Analyst at NetCracker
Industry Telecommunications
Experience
NetCracker January 2011 - Present
TMNG Global January 2010 - December 2010
LS Technology Services, Inc November 2002 - 2009
Convergys 2001 - 2009
Canterbury Consulting April 2001 - October 2002
NEWSOUTH COMMUNICATIONS August 2000 - December 2000
TRITON PCS, INC October 1998 - August 2000
Vanguard Cellular November 1997 - October 1998
Vanguard Cellular May 1997 - November 1997
Vanguard Cellular April 1995 - May 1997
Skills
Microsoft Excel, Customer Support, Call Center, Software Documentation, Billing Systems, Provisioning, Vendor Management, Telecommunications, Integration, Service Delivery, Business Analysis, Process Improvement, Software Project...
Education
Appalachian State University 1989 — 1992
Bachelor of Science, Communications Media; Public Relations
NetCracker January 2011 - Present
TMNG Global January 2010 - December 2010
LS Technology Services, Inc November 2002 - 2009
Convergys 2001 - 2009
Canterbury Consulting April 2001 - October 2002
NEWSOUTH COMMUNICATIONS August 2000 - December 2000
TRITON PCS, INC October 1998 - August 2000
Vanguard Cellular November 1997 - October 1998
Vanguard Cellular May 1997 - November 1997
Vanguard Cellular April 1995 - May 1997
Skills
Microsoft Excel, Customer Support, Call Center, Software Documentation, Billing Systems, Provisioning, Vendor Management, Telecommunications, Integration, Service Delivery, Business Analysis, Process Improvement, Software Project...
Education
Appalachian State University 1989 — 1992
Bachelor of Science, Communications Media; Public Relations
Amie Ko, CFA's Canterbury Consulting Experience February 2011 - October 2011
Job Senior Analyst at Research Affiliates
Industry Investment Management
Experience
Research Affiliates October 2011 - Present
Canterbury Consulting February 2011 - October 2011
Cadogan Management June 2008 - January 2011
JPMorgan July 2007 - May 2008
Skills
Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, Valuation, Equities, Fund Of Funds, Private Equity, Mutual Funds, Investments, Asset Allocation, Equity Research, Bloomberg, Investment Management, Capital Markets
Education
Princeton University 2003 — 2007
AB, Economics
Research Affiliates October 2011 - Present
Canterbury Consulting February 2011 - October 2011
Cadogan Management June 2008 - January 2011
JPMorgan July 2007 - May 2008
Skills
Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, Valuation, Equities, Fund Of Funds, Private Equity, Mutual Funds, Investments, Asset Allocation, Equity Research, Bloomberg, Investment Management, Capital Markets
Education
Princeton University 2003 — 2007
AB, Economics
Fred Shatranj's Canterbury Consulting Experience 2012 - 2014
Job
Industry Investment Management
Experience
Canterbury Consulting 2012 - 2014
PIMCO 2008 - 2012
Education
University of Southern California
Master of Business Administration (M.B.A.)
Southern Methodist University
Bachelor's Degree, Finance, Graduated with Honors, cum laude
DIS Study Abroad (University of Copenhagen/Copenhagen Business School)
International Business, Certificate
Canterbury Consulting 2012 - 2014
PIMCO 2008 - 2012
Education
University of Southern California
Master of Business Administration (M.B.A.)
Southern Methodist University
Bachelor's Degree, Finance, Graduated with Honors, cum laude
DIS Study Abroad (University of Copenhagen/Copenhagen Business School)
International Business, Certificate
Alex Cochran's Canterbury Consulting Experience January 2015 - Present
Job Associate at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting January 2015 - Present
Canterbury Consulting July 2013 - December 2014
Canterbury Consulting July 2012 - June 2013
Canterbury Consulting April 2009 - June 2012
Tremblant Capital January 2005 - September 2008
Skills
Asset Allocation, Hedge Funds, Investments, Fixed Income, Alternative Investments, Portfolio Management, Equities, Asset Management, Equity Research, Fund Of Funds, Investment Strategies, Bloomberg, Investment Management, Mutual Funds, Series 7
Education
Chapman University 2004 — 2008
Bachelor of Science (BS), Economics
Sage Hill
Canterbury Consulting January 2015 - Present
Canterbury Consulting July 2013 - December 2014
Canterbury Consulting July 2012 - June 2013
Canterbury Consulting April 2009 - June 2012
Tremblant Capital January 2005 - September 2008
Skills
Asset Allocation, Hedge Funds, Investments, Fixed Income, Alternative Investments, Portfolio Management, Equities, Asset Management, Equity Research, Fund Of Funds, Investment Strategies, Bloomberg, Investment Management, Mutual Funds, Series 7
Education
Chapman University 2004 — 2008
Bachelor of Science (BS), Economics
Sage Hill
Christopher Lonner's Canterbury Consulting Experience December 2011 - December 2012
Job Account Manager at CalFirst National Bancorp
Industry Financial Services
Experience
CalFirst National Bancorp September 2014 - Present
The Business Finance Store March 2013 - August 2014
Canterbury Consulting December 2011 - December 2012
Sagient Research February 2010 - August 2011
Northwestern Mutual January 2009 - February 2010
Skills
Mutual Funds, Hedge Funds, Research, Financial Services, Analysis, Personal Finance, Investment Banking, Financial Analysis, Financial Modeling, Portfolio Management, Loans, Valuation, Banking
Education
University of California, San Diego
Bachelors of Science, Management Science
CalFirst National Bancorp September 2014 - Present
The Business Finance Store March 2013 - August 2014
Canterbury Consulting December 2011 - December 2012
Sagient Research February 2010 - August 2011
Northwestern Mutual January 2009 - February 2010
Skills
Mutual Funds, Hedge Funds, Research, Financial Services, Analysis, Personal Finance, Investment Banking, Financial Analysis, Financial Modeling, Portfolio Management, Loans, Valuation, Banking
Education
University of California, San Diego
Bachelors of Science, Management Science
Ryan Felde, CFA's Canterbury Consulting Experience December 2012 - October 2014
Job Associate Portfolio Manager at United Capital Financial Advisers, LLC
Industry Investment Management
Experience
United Capital Financial Advisers, LLC October 2014 - Present
Canterbury Consulting December 2012 - October 2014
United Capital Financial Partners, Inc June 2010 - December 2012
Skills
Investments, Asset Management, Portfolio Management
Education
San Diego State University-California State University 2003 — 2007
BS, Finance
United Capital Financial Advisers, LLC October 2014 - Present
Canterbury Consulting December 2012 - October 2014
United Capital Financial Partners, Inc June 2010 - December 2012
Skills
Investments, Asset Management, Portfolio Management
Education
San Diego State University-California State University 2003 — 2007
BS, Finance
Adele Berwanger's Canterbury Consulting Experience ConsultantWurts & AssociatesJanuary 1989 - July 1991
Job Managing Director at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting ConsultantWurts & AssociatesJanuary 1989 - July 1991
Funds Decision Services 1986 - December 1988
Crocker Bank July 1979 - 1986
Education
University of Southern California - Marshall School of Business 1978 — 1981
MBA, Finance
University of California, Berkeley 1959 — 1962
B.A., American Studies
Vassar College 1958 — 1959
Canterbury Consulting ConsultantWurts & AssociatesJanuary 1989 - July 1991
Funds Decision Services 1986 - December 1988
Crocker Bank July 1979 - 1986
Education
University of Southern California - Marshall School of Business 1978 — 1981
MBA, Finance
University of California, Berkeley 1959 — 1962
B.A., American Studies
Vassar College 1958 — 1959
Alan Berkov, CFA's Canterbury Consulting Experience June 1993 - September 1995
Job Vice President Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
D Robinson Cluck's Canterbury Consulting Experience December 1988 - Present
Job Chairman
Industry Financial Services
Experience
Canterbury Consulting December 1988 - Present
Skills
Alternative Investments, Investment Management, Hedge Funds, Portfolio Management, Investments, Asset Management, Equities, Asset Managment, Private Equity, Investment Strategies, Fixed Income, Mutual Funds, Asset Allocation, Fund Of Funds, Capital Markets, Securities, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1982 — 1984
Master of Business Administration (MBA)
UC Irvine 1974 — 1978
BA, Social Science/Economics
Canterbury Consulting December 1988 - Present
Skills
Alternative Investments, Investment Management, Hedge Funds, Portfolio Management, Investments, Asset Management, Equities, Asset Managment, Private Equity, Investment Strategies, Fixed Income, Mutual Funds, Asset Allocation, Fund Of Funds, Capital Markets, Securities, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1982 — 1984
Master of Business Administration (MBA)
UC Irvine 1974 — 1978
BA, Social Science/Economics
Kyle Phillips's Canterbury Consulting Experience November 2005 - August 2008
Job Tax Associate at Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP June 2015 - Present
Best Best & Krieger LLP September 2014 - May 2015
KPMG July 2012 - July 2014
KPMG June 2011 - July 2012
US Securities and Exchange Commission January 2010 - April 2010
Doyle, Barlow & Mazard, PLLC June 2009 - August 2009
Canterbury Consulting November 2005 - August 2008
Morgan Stanley Smith Barney June 2004 - November 2005
Skills
Tax, Income Tax, Corporate Tax, International Tax, Tax Law, Private Equity, Tax Advisory, Accounting, Financial Analysis, Mergers, Legal Writing, Legal Research
Education
New York University School of Law 2010 — 2011
LL.M., Taxation
Loyola Law School, Los Angeles 2008 — 2010
J.D.
University of Southern California - Marshall School of Business 2002 — 2004
B.S., Finance / Marketing
Shearman & Sterling LLP June 2015 - Present
Best Best & Krieger LLP September 2014 - May 2015
KPMG July 2012 - July 2014
KPMG June 2011 - July 2012
US Securities and Exchange Commission January 2010 - April 2010
Doyle, Barlow & Mazard, PLLC June 2009 - August 2009
Canterbury Consulting November 2005 - August 2008
Morgan Stanley Smith Barney June 2004 - November 2005
Skills
Tax, Income Tax, Corporate Tax, International Tax, Tax Law, Private Equity, Tax Advisory, Accounting, Financial Analysis, Mergers, Legal Writing, Legal Research
Education
New York University School of Law 2010 — 2011
LL.M., Taxation
Loyola Law School, Los Angeles 2008 — 2010
J.D.
University of Southern California - Marshall School of Business 2002 — 2004
B.S., Finance / Marketing
Erik Soderberg's Canterbury Consulting Experience April 2015 - Present
Job Senior Trader at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Canterbury Consulting April 2015 - Present
Signature Estate & Investment Advisors, LLC February 2010 - April 2015
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 7, Microsoft Office, Equities, Retirement Planning, Investments, Mutual Funds, Securities, Bonds, Alternative Investments, ETFs, Equity Trading
Education
University of California, Irvine 2006 — 2009
BA in Economics
Canterbury Consulting April 2015 - Present
Signature Estate & Investment Advisors, LLC February 2010 - April 2015
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 7, Microsoft Office, Equities, Retirement Planning, Investments, Mutual Funds, Securities, Bonds, Alternative Investments, ETFs, Equity Trading
Education
University of California, Irvine 2006 — 2009
BA in Economics
Bret Undem's Canterbury Consulting Experience 1998 - 2000
Job .
Industry Investment Management
Experience
Brighton Jones 2013 - 2013
Altegris Investments 2007 - 2012
Acacia Research 2000 - 2006
Canterbury Consulting 1998 - 2000
Wurts & Associates 1993 - 1998
Skills
Series 7, Investment Management, Fixed Income, Series 3, 7, 63, 65, Equities, Asset Allocation, CRM, Investment Strategies, Hedge Funds, Alternative Investments, Mutual Funds, Investor Relations, Investment Advisory, Private Equity
Education
University of Arizona, Eller College of Management 1988 — 1992
Bachelor of Science in Business Administration, Finance
Brighton Jones 2013 - 2013
Altegris Investments 2007 - 2012
Acacia Research 2000 - 2006
Canterbury Consulting 1998 - 2000
Wurts & Associates 1993 - 1998
Skills
Series 7, Investment Management, Fixed Income, Series 3, 7, 63, 65, Equities, Asset Allocation, CRM, Investment Strategies, Hedge Funds, Alternative Investments, Mutual Funds, Investor Relations, Investment Advisory, Private Equity
Education
University of Arizona, Eller College of Management 1988 — 1992
Bachelor of Science in Business Administration, Finance
Chris Rulla, CFA's Canterbury Consulting Experience December 1996 - June 1997
Job Partner, Senior High Yield Analyst and Portfolio Manager Peridiem Global Investors
Industry Investment Management
Experience
Peridiem Global Investors, LLC April 2011 - Present
Nuveen Investments December 2004 - December 2010
Columbia Management, formerly Banc of America Capital Management July 2000 - October 2004
Bradford & Marzec June 1997 - July 2000
Canterbury Consulting December 1996 - June 1997
Roth Capital Partners, formerly Cruttenden Roth March 1996 - September 1996
Skills
Hedge Funds, Corporate Research, Portfolio Management, Fixed Income, High Yield, Financial Modeling, Investments, Asset Management, Mutual Funds, Investment Strategies, Financial Analysis, Investment Banking, Asset Allocation, Investment Management, Bonds, Securities
Education
University of California, Irvine 1993 — 1997
BA, Economics
Peridiem Global Investors, LLC April 2011 - Present
Nuveen Investments December 2004 - December 2010
Columbia Management, formerly Banc of America Capital Management July 2000 - October 2004
Bradford & Marzec June 1997 - July 2000
Canterbury Consulting December 1996 - June 1997
Roth Capital Partners, formerly Cruttenden Roth March 1996 - September 1996
Skills
Hedge Funds, Corporate Research, Portfolio Management, Fixed Income, High Yield, Financial Modeling, Investments, Asset Management, Mutual Funds, Investment Strategies, Financial Analysis, Investment Banking, Asset Allocation, Investment Management, Bonds, Securities
Education
University of California, Irvine 1993 — 1997
BA, Economics
Rishi Parikh's Canterbury Consulting Experience January 2006 - June 2006
Job Real Estate Manager at DaVita
Industry Financial Services
Experience
DaVita Kidney Care April 2015 - Present
DaVita Kidney Care October 2012 - April 2015
The Ayco Company June 2007 - October 2012
RGT Capital Management July 2006 - February 2007
Canterbury Consulting January 2006 - June 2006
Skills
Asset Management, Finance, Strategic Financial..., Commercial Real Estate, Real Estate, Portfolio Management, Financial Analysis, Financial Reporting
Education
University of California, Irvine 2003 — 2007
Degree: Bachelor of Arts, Economics
DaVita Kidney Care April 2015 - Present
DaVita Kidney Care October 2012 - April 2015
The Ayco Company June 2007 - October 2012
RGT Capital Management July 2006 - February 2007
Canterbury Consulting January 2006 - June 2006
Skills
Asset Management, Finance, Strategic Financial..., Commercial Real Estate, Real Estate, Portfolio Management, Financial Analysis, Financial Reporting
Education
University of California, Irvine 2003 — 2007
Degree: Bachelor of Arts, Economics
Jae Byun's Canterbury Consulting Experience September 2012 - April 2013
Job Student at University of California, Irvine
Industry
Experience
Sunny Hills High School August 2013 - November 2013
Broadcom March 2013 - August 2013
Canterbury Consulting September 2012 - April 2013
Skills
Microsoft Office
Education
University of California, Irvine 2010 — 2014
Sunny Hills High School August 2013 - November 2013
Broadcom March 2013 - August 2013
Canterbury Consulting September 2012 - April 2013
Skills
Microsoft Office
Education
University of California, Irvine 2010 — 2014
Brandon Stillman's Canterbury Consulting Experience August 2013 - Present
Job Senior Investment Analyst at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting August 2013 - Present
KBS Capital Markets Group January 2012 - August 2013
Bank of America December 2010 - January 2012
Orange County's Credit Union April 2008 - December 2010
Skills
Investments, Portfolio Management, Alternative Investments, Financial Advisory, Financial Services, Relationship Management, Financial Markets, New Business Development, Marketing, Securities
Education
Cal State Fullerton 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
San Diego State University 2007 — 2008
Canterbury Consulting August 2013 - Present
KBS Capital Markets Group January 2012 - August 2013
Bank of America December 2010 - January 2012
Orange County's Credit Union April 2008 - December 2010
Skills
Investments, Portfolio Management, Alternative Investments, Financial Advisory, Financial Services, Relationship Management, Financial Markets, New Business Development, Marketing, Securities
Education
Cal State Fullerton 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
San Diego State University 2007 — 2008
Michael Borchard Jr.'s Canterbury Consulting Experience May 2015 - Present
Job Investment Analyst at Canterbury Consulting
Industry
Experience
Canterbury Consulting May 2015 - Present
Canterbury Consulting January 2015 - May 2015
Sigma Chi Fraternity January 2013 - January 2014
Skills
Public Speaking, Event Planning, Marketing, Leadership, Social Media, Social Media Marketing, Social Networking, Facebook
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Semester at Sea 2013 — 2013
Canterbury Consulting May 2015 - Present
Canterbury Consulting January 2015 - May 2015
Sigma Chi Fraternity January 2013 - January 2014
Skills
Public Speaking, Event Planning, Marketing, Leadership, Social Media, Social Media Marketing, Social Networking, Facebook
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Semester at Sea 2013 — 2013