Churchill Management Group

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Churchill Management Group Employees

Employee
Years
Job
Industry
Kevin Culpepper Kevin Culpepper Torrance, California Details
Kevin Culpepper's Churchill Management Group Experience March 2013 - April 2015
Job New Accounts Specialist at Churchill Management Group
Industry Legal Services
Experience
Tafoya & Garcia   April 2015 - Present
Churchill Management Group   March 2013 - April 2015
Global Pet Foods  April 2011 - March 2013

Skills
Legal Research, Research, Legal Writing, Deadline Driven, Technology, Efficiency, Customer Driven, Data Entry, Store Management, Sales, Cost Efficiency, Teamwork, Visual Merchandising, Networking, System Administration, Microsoft Word, Microsoft Excel, Mac OS, Internal Communications, Store Operations, Retail, Retail Sales, Customer Service, Microsoft Office, PowerPoint, Social Media, Social Networking, Time Management

Education
University of California, Irvine   2012 — 2014
Paralegal Certificate, Paralegal Program

CSUDH   2009 — 2012
Bachelor's degree, History

Marymount College   2007 — 2009
Associate of Arts (A.A.), History

Eric Toya, CFP® Eric Toya, CFP® Redondo Beach, California Details
Eric Toya, CFP®'s Churchill Management Group Experience January 2002 - July 2007
Job
Industry Financial Services
Experience
Navigoe, LLC   2013 - Present
Trovena, LLC   2008 - 2013
Leonard Wealth Management   2007 - 2008
Churchill Management Group   January 2002 - July 2007
Charles Schwab  2000 - 2002

Skills
Wealth, Estate Planning, Asset Management, Retirement, Portfolio Management, Wealth Management..., Financial Planners, 401k, High Net Worth..., Equities, Fixed Income, Securities, Wealth Management

Education
University of Southern California   1992 — 1996
BS

Bo R Stell Bo R Stell Greater Los Angeles Area Details
Bo R Stell's Churchill Management Group Experience April 2011 - July 2012
Job Account Manager at Swett & Crawford
Industry Marketing and Advertising
Experience
Swett & Crawford  July 2012 - Present
Churchill Management Group   April 2011 - July 2012
Community Classifieds/ Portland Tribune   October 2008 - July 2009
Arrow Marketing   January 2008 - January 2009
Nordstrom  December 2003 - September 2008

Skills
Customer Service, Sales, Sales Management, Business Development, Advertising, Merchandising, Insurance, Customer Satisfaction, Account Management, Marketing, Social Media, Social Media Marketing, Social Networking, Microsoft Excel, Event Planning, Microsoft Office, Marketing Strategy

Education
University of Oregon   2003 — 2007
BS, advertising and communications

University of Oregon   2003 — 2007
Bachelor of Science, School, Journalism and Communications

Margery Hollister Margery Hollister San Francisco Bay Area Details
Margery Hollister's Churchill Management Group Experience April 2013 - Present
Job VP Client Service at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group   April 2013 - Present
Fisher Investments  August 2011 - April 2013
Fisher Investments  November 2003 - September 2011
Morgan Stanley  March 2000 - April 2003

Skills
Management, New Business Development, Vendor Management, Risk Management, Business Development, Business Strategy, Business Analysis, CRM, Process Improvement, Strategic Planning, Account Management, Management Consulting, Team Leadership, Budgets, Team Building, Negotiation, Change Management, Project Management, Financial Analysis, Mentoring, Cross-functional Team..., Banking

Education
University of California, Berkeley   1995 — 1999
BS, Economics

Jonathan Hash Jonathan Hash Washington, District Of Columbia Details
Jonathan Hash's Churchill Management Group Experience March 2014 - April 2014
Job Territory Sales Manager at Freud Power Tool/Bosch
Industry Construction
Experience
Freud Power Tool/Bosch  March 2015 - Present
Freud Power Tool/Bosch  April 2014 - Present
Churchill Management Group   March 2014 - April 2014
Waterfront Place Hotel  August 2011 - February 2014
Pro Performance   August 2010 - February 2014
Charles Town Races & Slots  July 2004 - January 2009

Skills
Hotels, Time Management, Event Planning, Event Management, Social Media Marketing, Social Media, PowerPoint, Facebook, Leadership, Microsoft Word, Public Speaking, Sports Marketing, Social Networking, Microsoft Office, Customer Service

Education
West Virginia University   2009 — 2013
Multidisciplinary Studies, Communication, Exercise Psychology, Athletic Coaching Education

Potomac State College of West Virginia University   2007 — 2009
Associate of Arts (A.A.), Physical Education Teaching and Coaching

Koji Kastner Koji Kastner Greater Los Angeles Area Details
Koji Kastner's Churchill Management Group Experience December 2004 - Present
Job Director of Trading at Churchill Management Group
Industry Investment Management
Experience
Churchill Management Group   December 2004 - Present
Charles Schwab  1997 - 2000
Charles Schwab  1997 - 2000
Charles Schwab  1997 - 2000
Charles Schwab  1997 - 2000
Charles Schwab  1997 - 2000
Charles Schwab  1997 - 2000
Charles Schwab  1997 - 2000

Skills
Wealth Management, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Securities, Series 7, Bloomberg, Asset Management, Asset Allocation, Hedge Funds, Options

Education
University of Arizona   1988 — 1992
Bachelor of Science (BS), Accounting and Finance

Kubasaki

Anissa Rahimizad Anissa Rahimizad Greater Los Angeles Area Details
Anissa Rahimizad's Churchill Management Group Experience April 2012 - November 2012
Job Business Analyst at ProducersWriter's Guild Trust Funds
Industry Information Technology and Services
Experience
Producer-Writer's Guild Trust Funds   February 2014 - Present
One Capital Management, LLC.   November 2012 - Present
Churchill Management Group   April 2012 - November 2012
Trilogy Financial Services,  October 2011 - March 2012
UC Irvine  June 2010 - July 2011

Education
University of California, Irvine   2007 — 2011
Business Economics, Economics, Statistics, Finance, and Chem/Biological Sciences

Glendale High School   2004 — 2007

Mei Iao, MBA Mei Iao, MBA Los Angeles, California Details
Mei Iao, MBA's Churchill Management Group Experience 2004 - 2007
Job Treasury Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management  March 2015 - Present
SS&C GlobeOp  November 2014 - March 2015
Oaktree Capital Management, L.P.   October 2007 - November 2014
Churchill Management Group   2004 - 2007
State Compensation Insurance Fund  2003 - 2004
Modernica, INC.   2002 - 2003

Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investments, Strategic Financial..., Forecasting, Monthly Close, Reconciliation, Budgeting, General Ledger, Meet Critical Deadlines, Strong Analytical And..., Variance Analysis, Proficient in Microsoft..., Account Reconciliation, Budgets, Invoicing, Microsoft Excel, Accounts Receivable, Accounting, QuickBooks, Accounts Payable, Analysis

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2012
Master of Business Administration (MBA), Finance

University of California, Riverside
Bachelor of Science in Business Administration

Diane Greer Diane Greer Payson, Arizona Details
Diane Greer's Churchill Management Group Experience August 1983 - November 2006
Job Financial Assistant in the investments industry
Industry Investment Management
Experience
BBVA Compass  August 2011 - August 2013
JPMorgan Chase  August 2008 - July 2011
Churchill Management Group   August 1983 - November 2006

Skills
Finance, Portfolio Management, Banking, Credit, Loans, Investments, Commercial Banking, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Lending, Small Business Lending

Education
UCLA   1980 — 1983
Bachelor of Arts (B.A.), Economics

Paul Tracey Paul Tracey Greater San Diego Area Details
Paul Tracey's Churchill Management Group Experience 2002 - 2007
Job Principal, Founder at Matchpoint Group
Industry Financial Services
Experience
MatchPoint Group   January 2013 - Present
RIA Growth   June 2011 - Present
Volt Wealth Management   January 2010 - June 2012
Horan Capital Management  January 2007 - January 2010
Churchill Management Group   2002 - 2007
TD Ameritrade  2000 - 2002

Skills
Strategy, Sales Management, Investments, Wealth Management, Asset Allocation, Series 63, Series 7, Securities

Education
University of California, Irvine   1989 — 1993

Ryan Formanek Ryan Formanek Greater Los Angeles Area Details
Ryan Formanek's Churchill Management Group Experience February 2012 - Present
Job Associate Vice President at Churchill Management Group
Industry Investment Management
Experience
Churchill Management Group   February 2012 - Present
Churchill Management Group   March 2011 - February 2012
Churchill Management Group   February 2010 - March 2011
Romero & Levin Insurance Services   September 2009 - February 2010
UCLA Special Events   June 2008 - September 2008
Morgan Stanley Smith Barney  October 2007 - December 2007

Education
University of California, Los Angeles   2007 — 2009
B.A., Economics

Allan Hancock College   2005 — 2007
Associates, Liberal Studies

norma vasquez norma vasquez Los Angeles, California Details
norma vasquez's Churchill Management Group Experience October 2014 - Present
Job New Account Specialist
Industry Financial Services
Experience
Churchill Management Group   October 2014 - Present
Ross Stores, Inc.   2013 - 2014
UC Santa Cruz  2011 - 2014
Staples  July 2013 - September 2013
UC Santa Cruz  October 2012 - June 2013
UC Santa Cruz  October 2011 - June 2012

Skills
Marketing Research, Event Planning, Community Outreach, Social Media Outreach

Education
University of California, Santa Cruz   2010 — 2014
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services

Universidade Paulista
Strategy and Marketing for Emerging Economies

Marc Brooks CFP® Marc Brooks CFP® Atlanta, Georgia Details
Marc Brooks CFP®'s Churchill Management Group Experience August 2015 - Present
Job Vice President at Churchill Management Group & Indiana University Kelley School of Business MBA Candidate
Industry Investment Management
Experience
Churchill Management Group   August 2015 - Present
TIAA-CREF  2012 - 2015
ADP  2010 - 2012
Fisher Investments  2008 - 2010
Fidelity Investments  May 2007 - August 2008
Fidelity Investments  October 2006 - May 2007
Fidelity Investments  January 2006 - October 2006
Fidelity Investments  May 2005 - January 2006
Fidelity Investments  September 2004 - May 2005

Skills
Wealth Management, Financial Services, Mutual Funds, Relationship Management, Financial Analysis, Finance, Strategy, Series 7, Investments, Customer Retention, CRM, Portfolio Management, Strategic Financial..., Retirement, Wholesale, Series 63, Financial Planning

Education
Indiana University - Kelley School of Business   2014 — 2017
MBA & MS

Metropolitan State College of Denver   2006 — 2008
Financial Planning

University of Colorado at Boulder   1994 — 1999
Bachelor of Science

Alex Deherrera Alex Deherrera Los Angeles, California Details
Alex Deherrera's Churchill Management Group Experience August 2011 - Present
Job Relationship Associate at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group   August 2011 - Present
J.PMorgan Chase  October 2010 - September 2011

Skills
Customer Service, Management, Sales Operations, Sales, Marketing, Microsoft Excel, Marketing Communications, Microsoft Office, Social Media Marketing, Online Marketing, Customer Retention, Cold Calling, Finance, Financial Analysis

Education
University of California, Irvine   2008 — 2010
Bachelor of Arts, English

Michele Berson Michele Berson Westlake Village, California Details
Michele Berson's Churchill Management Group Experience November 1999 - May 2012
Job Simple, straightforward and easy to understand solutions for your financial independence.
Industry Financial Services
Experience
Berson Money Management   May 2012 - Present
Churchill Management Group   November 1999 - May 2012
The Business Life Connection (aka Coaching By Michele)   January 2003 - June 2007
Charles Schwab  1997 - November 1999
Mercer Global Advisors  1995 - 1996
Global Dynamics   1993 - 1995
First Interstate Bank  January 1990 - September 1994
Citi  September 1989 - January 1990
Bank of New York (formally Irving Trust Company)   February 1985 - September 1988
First Interstate Bank  September 1983 - February 1985

Skills
Investments, Entrepreneur, Personal Finance, Securities, Wealth Management, Entrepreneurship, Financial Advisory, Investment Advisory, Insurance, Portfolio Management, Series 7, Relationship Management, Asset Allocation, Financial Services, Retirement Planning, Investment Management, Finance

Education
University of California, Los Angeles   1979 — 1983
B.A., Economics

La Jolla High School   1977 — 1979

Seth Owen Seth Owen Louisville, Kentucky Area Details
Seth Owen's Churchill Management Group Experience January 2005 - May 2007
Job VP, Licensing & Registrations Manager at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons  October 2012 - Present
Hilliard Lyons  June 2012 - October 2012
PNC  February 2011 - June 2012
Brogan Financial, Inc.   May 2009 - October 2010
Merrill Lynch  October 2008 - April 2009
Syndicated Capital, Inc.   June 2007 - April 2009
Churchill Management Group   January 2005 - May 2007

Skills
Series 7, Investments, Mutual Funds, Securities, Management, FINRA, Financial Services, Investment Advisory, Equities, Fixed Income

Education
Middle Tennessee State University   1999 — 2002
Bachelor's Degree

Campbellsville University   1998 — 1999

Shahrzad Folger Shahrzad Folger Fallbrook, California Details
Shahrzad Folger's Churchill Management Group Experience May 2000 - August 2003
Job Accounting Support and Supermommy
Industry Financial Services
Experience
Self-Employed  January 2012 - Present
Measurement Science Enterprise, Inc.   April 2004 - December 2010
Churchill Management Group   May 2000 - August 2003
Los Angeles County District Attorney's office  June 1999 - April 2000

Skills
Editing, Photography, Social Media, Social Networking, Event Management, Fundraising, Facebook, Teaching, Nonprofits, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media Marketing, Time Management, Photoshop, Television, Entrepreneurship, Start-ups, Leadership, Strategic Planning, Project Management, Customer Service, Sales

Education
University of Southern California   1996 — 1999
Bachelor of Arts, Political Science, Law & Society

Palos Verdes Peninsula High School   1991 — 1995
High School Diploma

Bryan Bishop Bryan Bishop Greater Los Angeles Area Details
Bryan Bishop's Churchill Management Group Experience August 2012 - November 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  November 2014 - Present
E*TRADE Financial  March 2013 - November 2014
USC Alumni Club of San Fernando Valley   June 2013 - July 2014
USC Alumni Club of San Fernando Valley   September 2010 - June 2013
Churchill Management Group   August 2012 - November 2012
TD Ameritrade  June 2011 - June 2012
Morgan Stanley Smith Barney - Wealth Management   August 2009 - June 2011
Countrywide Bank  March 2004 - December 2008
Merril Lynch  June 2001 - March 2002

Education
University of Southern California   1999 — 2003
Bachelors, Economics

Phillips Andover Academy   1998 — 1999
Post Graduate, Diploma

Wellesley High School   1994 — 1998
Diploma, General Studies

Amanda Topping Amanda Topping Boston, Massachusetts Details
Amanda Topping's Churchill Management Group Experience September 2003 - July 2004
Job Senior Investment Analyst
Industry Financial Services
Experience
Fidelity Family Office Services  2011 - Present
Fidelity Investments  May 2008 - April 2011
Fidelity Investments  July 2007 - May 2008
Fidelity Investments  December 2005 - July 2007
Fidelity Investments  December 2004 - December 2005
Churchill Management Group   September 2003 - July 2004

Skills
FINRA Series 7, Securities, Bloomberg, Series 7, Mutual Funds, Series 63, Trading, Investments, Equities, FINRA, Series 24

Education
Lasell College   1992 — 1996
BS, Business Administration

Framingham State College   1992 — 1994
Nutrition

Dave Weisman Dave Weisman Greater Philadelphia Area Details
Dave Weisman's Churchill Management Group Experience October 2014 - Present
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group   October 2014 - Present
Beaumont Financial Partners, LLC   2012 - 2013
Stadion Money Management  2009 - 2012
Charles Schwab  March 2005 - 2009
Prudential Investments  2001 - 2005
Nuveen Investments  1997 - 2001

Skills
Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning

Education
Rider University   1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance

Jordan Tate Jordan Tate Orange County, California Area Details
Jordan Tate's Churchill Management Group Experience March 2015 - August 2015
Job Business Development Manager at ADHI Real Estate
Industry Online Media
Experience
Churchill Management Group   March 2015 - August 2015
Clever Motif   January 2013 - January 2015
Park West Gallery  August 2013 - July 2014
AT&T  January 2011 - January 2013
IGR Group: International Government Relations   May 2009 - August 2009
UGA Housing  August 2007 - May 2009

Skills
Social Media, Creative Problem Solver, Data Analysis, Public Relations, Google Places, Marketing, Public Speaking, Business Relationship..., Event Planning, Advertising, Photoshop, Leadership Development, Editing, Writing, Highly detail oriented, Personal Training, Training, Google Analytics, Group Work, PowerPoint, Excel, Business Intelligence, Government Relations, Dreamweaver, Social Media Marketing, Microsoft Office, Word, InDesign, Press Releases, Social Networking, Sales Operations, Direct Sales, Sales Management, Multi Tasking, Learning Quickly, HTML, Telecommunications, Telecommunication..., Telecommunications..., Telecommunications..., Layout, Broadcast Journalism, Journalism, Sales, Management, Fundraising, Microsoft Word, Microsoft Excel

Education
The University of Georgia   2005 — 2009
Certificate, New Media

The University of Georgia   2005 — 2009
Bachelor of Arts (B.A.), Public Relations

The University of Georgia   2005 — 2009
Bachelor of Science (B.S.), Psychology

Thomas Cornelius Thomas Cornelius New York, New York Details
Thomas Cornelius's Churchill Management Group Experience October 2010 - June 2011
Job Associate at CCMP Capital
Industry Venture Capital & Private Equity
Experience
CCMP Capital  August 2015 - Present
Merrill Lynch  July 2013 - Present
Merrill Lynch  June 2012 - August 2012
Covert & Co.   July 2011 - March 2012
Interfraternity Council  November 2010 - January 2012
Churchill Management Group   October 2010 - June 2011
Sigma Phi Epsilon  January 2010 - December 2010
UBS Wealth Management  June 2010 - September 2010

Skills
Capital IQ, Financial Modeling

Education
University of California, Los Angeles   2009 — 2013
BA, Business Economics

Piedmont High School   2005 — 2009

Jessica Keith Jessica Keith Burbank, California Details
Jessica Keith's Churchill Management Group Experience March 2013 - September 2013
Job Production Coordinator at BTI Studios
Industry Entertainment
Experience
BTI Studios   October 2014 - Present
The Cactus Co.   January 2015 - Present
Sees Candies  November 2013 - February 2015
Ranstad Staffing Services   October 2013 - October 2014
Church and Erickson CPAs   March 2014 - May 2014
Churchill Management Group   March 2013 - September 2013
Team Nevada-Republican National Committee   July 2012 - December 2012
Warner Bros. Entertainment Inc  November 2011 - September 2012
Madison Count Republicans   June 2010 - April 2011
Rexburg College Republicans   April 2009 - April 2011

Skills
Microsoft Office, Customer Relations, Political Campaigns, Political Communication, Political Affairs, Policy Analysis, Political Research, Phone Skills, Filing, Data Entry, Activism, General Office Duties, Politics, Outlook, Customer Service, Telephone Skills, PowerPoint, Fundraising, Marketing, Leadership, Microsoft Excel, Management, Sales, Event Planning, Social Networking, Public Speaking, Social Media, Editing, Research, Microsoft Word, Public Relations

Education
Brigham Young University - Idaho   2006 — 2011
Bachelor of Arts (B.A.), Political Science and Government

Tally Chang Tally Chang Greater Los Angeles Area Details
Tally Chang's Churchill Management Group Experience January 1970 - January 1977
Job Realtor specializing in equestrian and other fine homes in the Conejo Valley.
Industry Real Estate
Experience
Troop Real Estate, Inc.   January 1977 - Present
Solar Electrical Systems  January 2002 - July 2002
DF Degman   January 1977 - January 1983
Churchill Management Group   January 1970 - January 1977

Skills
Customer Service, Leadership, Management, Sales, Research, Budgets, Team Building, Strategic Planning, Negotiation, Microsoft Excel, Microsoft Office, Microsoft Word, Real Estate Transactions, Windows, Single Family Homes

Education
California State University-Northridge

University of Hawaii at Manoa

Abid Shaw Abid Shaw West Hollywood, California Details
Abid Shaw's Churchill Management Group Experience January 2012 - Present
Job Marketing and Financial Services Professional
Industry Marketing and Advertising
Experience
Churchill Management Group   January 2012 - Present
La Palma Urgent and Family Care   September 2009 - December 2011
The UPS Store  March 2005 - July 2009

Skills
Social Media Marketing, Marketing, Advertising, Social Networking, Sales, Account Management, Customer Service, Marketing Communications, Event Planning, Public Relations, Brand Management, Management, Microsoft Office, Email Marketing, Brand Awareness, New Business Development, Market Research, Online Marketing, Strategic Communications, Public Speaking, Facebook, Online Advertising, Sponsorship, Compliance, Communication, Adobe Acrobat, Integrated Marketing, Small Business, Brand Development, Finance, Account Reconciliation, Investment Management, Customer Experience, Prospecting Skills, Strategic Thinking, Strong Business Acumen, Executive Relationships, Strategic Account Growth, Street Teams, B2B Marketing, National Marketing, Marketing Management, Strategic Media..., Media Pitches, Financial Support, Direct Sales, Quota Achievement, Financial Services, Social Skills, Financial Accounting

Education
University of California, San Diego   1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies, 3.68 Cumulative G.P.A.

Los Alamitos High School   1995 — 1999
High School Diploma, General Studies, 4.4 Cumulative G.P.A.

Moya Allen Moya Allen Greater Los Angeles Area Details
Moya Allen's Churchill Management Group Experience September 2015 - Present
Job Relationship Associate Manager at Churchill Management Group
Industry Investment Management
Experience
Churchill Management Group   September 2015 - Present
Churchill Management Group   October 2012 - August 2015
Edible Arrangements  February 2010 - June 2012
Verizon Wireless  August 2005 - March 2010

Skills
Sales Operations, Account Management, Marketing Communications, Salesforce.com, Customer Retention, Sales Management, Project Planning, Consulting, Product Marketing, PeopleSoft, Oracle Applications

Education
University of La Verne   2011 — 2014
Master of Business Administration (M.B.A.), Leadership and Management, Finance

Cal Poly Pomona   2000 — 2005
B.S., Business Administration - Marketing Management

Jessica Cortez Jessica Cortez Encinitas, California Details
Jessica Cortez's Churchill Management Group Experience August 2005 - February 2007
Job Project Coordinator at NAMM
Industry Music
Experience
NAMM  November 2013 - Present
Christian Youth Theater (CYT)   May 2009 - February 2014
Christian Youth Theater (CYT)   June 2009 - July 2013
The Owl Mag  December 2010 - July 2011
The Record Rebellion   September 2010 - July 2011
SD CityBEAT   August 2008 - December 2008
Equity Vue, Inc.   January 2008 - December 2008
Whitehot Magazine  September 2007 - September 2008
DiscoverSD  January 2008 - February 2008
Churchill Management Group   August 2005 - February 2007

Skills
Blogging, Social Media, Press Releases, Event Planning, Newsletters, Editing, Music, Social Media Marketing, Photography, Social Networking, Proofreading, Journalism, Public Speaking, WordPress, Photoshop, Event Management, Newspapers, Creative Writing, Image Editing, Writing, Video Editing, Writing Skills, Non-profits, Organization, Twitter, Magazines, Time Management, Web Copywriting, Copy Editing, Salesforce.com, Resume Writing, Editorial, Copywriting, Networking, Public Relations, Community Outreach

Education
Point Loma Nazarene University   2002 — 2005
B.A., Journalism, Creative Writing

Fashion Institute of Design & Merchandising   2009 — 2010
Associate of Arts Professional Designation, Visual Communications

California State University-Northridge   2001 — 2001
N/a, Journalism

Southwestern College   1998 — 2001

Scott Grayson Scott Grayson Greater Atlanta Area Details
Scott Grayson's Churchill Management Group Experience March 2009 - November 2010
Job
Industry Financial Services
Experience
Scott E. Grayson, CFP®   December 2013 - Present
Seeking a new career opportunity  August 2013 - Present
Adhesion Wealth Advisor Solutions  December 2011 - July 2013
Churchill Management Group   March 2009 - November 2010
Placemark Investments  December 2002 - November 2008
AssetMark Investment Services  April 2001 - November 2002
National Planning Holdings, Inc.   2000 - 2001
H.D. Vest Financial Services   1991 - 2000

Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management

Education
The University of Texas at Austin - The Red McCombs School of Business   1986 — 1989
MPA

University of North Texas   1984 — 1986
Bachelor of Business Administration

Pampa High School

Griffin Meyers Griffin Meyers Greater Seattle Area Details
Griffin Meyers's Churchill Management Group Experience 2004 - 2006
Job Chief Operating Officer at AGP Wealth Advisors
Industry Financial Services
Experience
AGP Wealth Advisors   January 2014 - Present
RIA Growth (Advanced Advisor Consulting)   2011 - 2013
Volt Wealth Management   February 2010 - August 2012
Horan Capital Management  March 2006 - February 2010
Churchill Management Group   2004 - 2006
TD Ameritrade  2003 - 2004
Charles Schwab  1997 - 2003

Skills
Portfolio Management, Financial Services, Wealth Management, Investments, Trading, Asset Management, Equities, Sales Management, Sales, Relationship Management, Building High..., Sales Rep Training, Consulting, Sales Process, Options Strategies, Management Consulting, Sales Management..., Outside Sales, Registered Investment..., Independent Financial..., Consultative Sales..., Consultative Sales..., Sales Leadership..., Content Writing, Unique Selling..., Executive Coaching, Direct Sales, Performance Management, RIA, series 66, Separately Managed..., Series 7

Education
State University of New York College at Buffalo
BS, Business

Andrew Polintan Andrew Polintan La Crescenta, California Details
Andrew Polintan's Churchill Management Group Experience November 2012 - December 2013
Job Property Management | Human Resources
Industry Investment Management
Experience
Churchill Management Group   November 2012 - December 2013
Churchill Management Group   October 2009 - November 2012
RealBiz 360   January 2008 - October 2008
Desert Shadows Properties   July 2006 - December 2007
Grosvenor  January 2005 - June 2006
Century 21 Mission-Bishop  2004 - 2005
City of Los Angeles  February 2004 - September 2004

Skills
Training, Management, Human Resources, Marketing, Performance Management, Budgets, Sales, Access, Asset Management, Real Estate, Sales Operations, Business Planning, Employee Benefits, Administration, Due Diligence, Deferred Compensation, Real Estate Transactions, Databases, Property, Security

Education
California State University-Los Angeles
Bachelor of Science (BS), Business Administration / Finance

Emily Engle Emily Engle Greater San Diego Area Details
Emily Engle's Churchill Management Group Experience August 2004 - May 2006
Job Digital Marketer & Freelance Photographer
Industry Marketing and Advertising
Experience
Planned Parenthood of the Pacific Southwest  October 2014 - Present
Emily Photo   June 2007 - Present
Ovation Hair   August 2012 - October 2014
Pictage, Inc.   May 2006 - May 2011
Churchill Management Group   August 2004 - May 2006

Skills
Social Media Marketing, Social Media, Marketing, Facebook, Photography, Copywriting, Email Marketing, Online Advertising, SEO, Google Analytics, Digital Marketing, SEM, Event Planning, Advertising, Marketing Strategy, Marketing Communications, Web Analytics, Social Networking, Blogging, Creative Direction, Public Relations, Public Speaking, Customer Retention, Strategic Partnerships, Content Marketing, Inbound Marketing, Strategy, Entrepreneurship, Product Marketing, PPC

Education
Oregon State University   2000 — 2004
BA, Business Administration

University of South Carolina-Columbia   2003 — 2003

Arif Sikora Arif Sikora New York, New York Details
Arif Sikora's Churchill Management Group Experience June 2002 - August 2002
Job Technology Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  November 2013 - Present
Wilson Sonsini Goodrich and Rosati, P.C.   January 2010 - October 2013
United States Federal Bankruptcy Court  May 2007 - August 2007
PricewaterhouseCoopers LLP  August 2004 - July 2006
Churchill Management Group   June 2002 - August 2002

Skills
Mergers & Acquisitions, Venture Capital, Securities Offerings, Securities Law, Corporate Governance, Corporate Law, Reverse Mergers, Mergers, Private Equity, Due Diligence, Capital Markets, IPO, Strategic Planning, Securities, Investment Banking

Education
Loyola Law School, Los Angeles   2006 — 2009
Juris Doctor

University of California, Los Angeles   2000 — 2004
Bachelor of Arts, Business Economics, Specialization in Computing

Irene Co, PHR Irene Co, PHR Greater Los Angeles Area Details
Irene Co, PHR's Churchill Management Group Experience October 2004 - January 2008
Job HR Representative at Nestle USA
Industry Food & Beverages
Experience
Nestlé USA  April 2011 - Present
Teledyne Analytical Instruments  January 2008 - April 2011
Churchill Management Group   October 2004 - January 2008
Churchill Management Group   April 2001 - October 2004
Dees Entertainment at KIIS FM   October 1998 - April 2001

Skills
SAP, ADP Payroll, ADP ReportSmith, Kenexa, Microsoft Office, Cliqbook, Visio, ADP E-Time, Organization &..., Communication Skills, Customer Service, Problem Solving

Education
UCLA Extension Corporate Education & Custom Programs   2006 — 2008
Human Resources Certification Program

California State Polytechnic University-Pomona   1986 — 1992
Bachelor of Applied Science (B.A.Sc.), Landscape Architecture

Sean McCown Sean McCown Los Angeles, California Details
Sean McCown's Churchill Management Group Experience 2013 - 2013
Job Sales Coordinator at NCC Media
Industry Marketing and Advertising
Experience
NCC Media  March 2014 - Present
Churchill Management Group   2013 - 2013
Merrill Lynch  2012 - 2012
Citi Personal Wealth Management (Citigroup, Inc.)   February 2007 - July 2011

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Asset Management, Uniform Combined State..., Estate Planning

Education
University of California, Irvine   2002 — 2006
Bachelor of Arts (B.A.), Economics

Joseph Harrison Joseph Harrison Mclean, Virginia Details
Joseph Harrison's Churchill Management Group Experience February 2005 - April 2007
Job Accountant at The Coulter Companies
Industry Nonprofit Organization Management
Experience
The Coulter Companies  October 2014 - Present
Entertainment One  March 2014 - September 2014
Active Interest Media  October 2013 - January 2014
Paradigm Talent Agency  November 2011 - June 2013
Splash News and Pictures Agency   September 2007 - November 2011
Churchill Management Group   February 2005 - April 2007
U.S. Department of State   October 2002 - September 2004
United States Department of Defense  April 1998 - September 2002
U.S. Department of State   January 1996 - April 1998

Skills
Problem Solving, Analysis, Account Management, Supervisory Skills, Microsoft Excel, Great Plains Accounting..., Leadership, Inventory Management, Auditing, Outlook, Accounting, Knowledge of GAAP, Microsoft Office, QuickBooks, PowerPoint, Research, Photoshop, Social Networking, Budgets, Accounts Receivable, Illustrator, Microsoft Word, Social Media, Social Media Marketing, Blogging, Citrix, Customer Service, Mac, Photography, Database Administration, Entertainment, Film, Accounts Payable, New Media, Television, Sales, Adobe Photoshop CS4, Word, Excel, Customer Relations, Invoicing, Management, Event Planning, General Ledger, Event Management, Great Plains Software, Payroll, Digital Media, Facebook, Editing

Education
Santa Monica College

Prince George's Community College
General Studies

Manny Romasanta Manny Romasanta San Francisco Bay Area Details
Manny Romasanta's Churchill Management Group Experience August 2012 - Present
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group   August 2012 - Present
Fisher Investments  May 2000 - June 2012
Fisher Investments  May 1998 - May 2000
Franklin Templeton  March 1997 - May 1998

Education
Michigan State University   1992 — 1996
BA, Marketing

Kaori Takee Kaori Takee Greater Los Angeles Area Details
Kaori Takee's Churchill Management Group Experience March 2010 - August 2011
Job Researcher / Writer / OnAir Host
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies  September 2011 - Present
Mix 247 EDM   April 2015 - Present
The StreamTV   November 2014 - Present
California Life HD   November 2014 - Present
Afterbuzz TV  April 2012 - August 2015
Churchill management Group   March 2010 - August 2011
AEON Corporation  June 2008 - January 2010
Freelance  2005 - 2009
Performance Post Inc.   October 2005 - May 2008

Skills
Film, Social Media, Editing, Event Planning, Television, Photography, Facebook, Social Media Marketing, Digital Media, Entertainment, Social Networking, Photoshop, HD Video, Fashion

Education
University of California, Berkeley   2001 — 2004
Bachelor of Arts (B.A.), Mass Communications

Make-up Designory   2005 — 2005
Licentiate degree, Make-Up Artist/Specialist

Ryan Wah Ryan Wah Los Angeles, California Details
Ryan Wah's Churchill Management Group Experience 2011 - Present
Job Account Administrator | Investment Operations at Churchill Management Group
Industry Investment Management
Experience
Churchill Management Group   2011 - Present
US Small Business Administration  2008 - 2009
Rudy Giuliani Presidential Committee  2007 - 2008
Poochigian for Attorney General   2006 - 2006

Skills
Advent Portfolio..., Advent Axys, Microsoft Excel, Account Reconciliation, Global Investment..., Performance Measurement, Performance Attribution, Performance Appraisal, Performance Presentation

Education
University of California, Santa Barbara   2003 — 2008
Bachelor’s Degree, History of Public Policy

Kris Rindt-Hoffman Kris Rindt-Hoffman Orange County, California Area Details
Kris Rindt-Hoffman's Churchill Management Group Experience September 2006 - October 2007
Job Institutional Sales at Green Street Advisors
Industry Financial Services
Experience
Green Street Advisors  June 2012 - Present
Charles Schwab  October 2007 - May 2012
Churchill Management Group   September 2006 - October 2007
PIMCO  2004 - 2006

Skills
Equities, Investments, Bloomberg, Securities, Wealth Management, Trading, Investment Strategies, Asset Managment, Fixed Income, Alternative Investments, Financial Modeling, Hedge Funds

Education
University of California, Irvine - The Paul Merage School of Business   2007 — 2010
Master of Business Administration (MBA), Finance, General

Concordia University-Irvine   1999 — 2002
Bachelor's degree, Business/Managerial Economics

Leslie Donester Leslie Donester Greater Los Angeles Area Details
Leslie Donester's Churchill Management Group Experience October 2005 - June 2006
Job Senior Associate
Industry Financial Services
Experience
PIMCO  January 2012 - Present
PIMCO  February 2008 - December 2011
Smith Barney  June 2006 - February 2008
Churchill Management Group   October 2005 - June 2006

Skills
Asset Managment, Financial Modeling, Equities, Series 7, Bloomberg, Investments, Fixed Income, Alternative Investments, Financial Markets, Investment Strategies, Asset Allocation, Securities, Bonds, Bloomberg Terminal, Options, Wealth Management, Microsoft Excel, Economics, Credit, Mutual Funds, Capital Markets, Financial Services

Education
University of Southern California   2001 — 2005
BA, Economics

Kelly Tse Kelly Tse Greater Los Angeles Area Details
Kelly Tse's Churchill Management Group Experience September 2001 - September 2003
Job AVP Compliance Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  December 2010 - Present
Credit Suisse  December 2005 - December 2010
Associated Financial Corp   April 2004 - December 2005
Churchill Management Group   September 2001 - September 2003

Skills
Banking, Fixed Income

Education
Occidental College   1998 — 2001

Melissa Igi Melissa Igi Greater Los Angeles Area Details
Melissa Igi's Churchill Management Group Experience May 2006 - July 2007
Job Manager, Customer Experience (CX) at DIRECTV
Industry Marketing and Advertising
Experience
DIRECTV  May 2014 - Present
Karl Storz Endoscopy  April 2012 - May 2014
Karl Storz Endoscopy  April 2011 - April 2012
Karl Storz Endoscopy  August 2010 - April 2011
King's Hawaiian Restaurants & Bakery   December 2009 - August 2010
Morningstar  June 2008 - August 2008
Churchill Management Group   May 2006 - July 2007
Karl Storz Endoscopy  April 2005 - May 2006
Churchill Management Group   February 2004 - March 2005

Skills
Strategy, Competitive Analysis, Product Management, Management, Product Development, Program Management, Forecasting, Sales Operations, Marketing, Training, Analysis, Market Analysis, Sales, Operations Management, Pricing, Market Planning, Medical Devices, P&L Management, Segmentation, Quality Assurance, Cross-functional Team...

Education
The University of Chicago Booth School of Business   2007 — 2009
MBA, Marketing, Finance, Strategic Management and Entrepreneurship

University of California, Santa Barbara   1999 — 2003
BA, Communication, Spanish

Steven Mann Steven Mann Greater Los Angeles Area Details
Steven Mann's Churchill Management Group Experience February 1984 - February 1994
Job Regional Managing Director, Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank  1994 - Present
Churchill Management Group   February 1984 - February 1994
E.F. Hutton & Co.   February 1979 - February 1984

Skills
Portfolio Management, Asset Management, Asset Allocation, Finance, Wealth Management, Management, Securities, Investments, Private Equity, Series 7, Banking, Financial Services, Mutual Funds, Valuation, Mergers, Financial Analysis, Mergers & Acquisitions, Retirement Planning

Education
University of California, Los Angeles   1975 — 1979
BA, Economics

Margie Hollister Margie Hollister San Francisco Bay Area Details
Margie Hollister's Churchill Management Group Experience April 2013 - Present
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group   April 2013 - Present
Fisher Investments  2011 - April 2013
Fisher Investments  November 2003 - September 2011
Morgan Stanley Dean Witter  2000 - 2003

Skills
Series 63, Series 65, Uniform Combined State..., Building Relationships, Technical Recruiting, Portfolio Management, Asset Managment, Investments, Investment Strategies

Education
University of California, Berkeley   1995 — 1999
Bachelor of Science (B.S.), Economics

Menlo School, Atherton CA   1991 — 1995

Alex London Alex London Los Angeles, California Details
Alex London's Churchill Management Group Experience May 2009 - November 2009
Job Associate Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley  May 2015 - Present
UBS Financial Services Inc.  June 2013 - May 2015
UBS Financial Services Inc.  May 2010 - June 2013
UBS Financial Services Inc.  December 2009 - May 2010
Churchill Management Group   May 2009 - November 2009

Education
University of Southern California   2006 — 2010

Cristian Pedroza Cristian Pedroza Greater Los Angeles Area Details
Cristian Pedroza's Churchill Management Group Experience April 2009 - November 2009
Job at WellCap Partners
Industry Investment Management
Experience
WellCap Partners   2010 - 2012
Churchill Management Group   April 2009 - November 2009
UBS Wealth Management  August 2007 - January 2008

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2006 — 2008
B.A. Finance, Investment

Jeff Dodson Jeff Dodson Dallas/Fort Worth Area Details
Jeff Dodson's Churchill Management Group Experience April 2004 - July 2013
Job Vice President of Client Relations at CORDA Investment Management
Industry Investment Management
Experience
CORDA Investment Management   July 2013 - Present
Churchill Management Group   April 2004 - July 2013
TD Ameritrade  January 1996 - January 2003

Skills
Mutual Funds, Wealth Management, Separately Managed..., Retirement Planning, Securities, Investments, Series 65, Asset Allocation, Investment Advisory, Equities, Portfolio Management, ETFs, Relationship Management, Strategic Financial..., Asset Managment, Investment Strategies, Asset Management, Financial Planning, Investment Management

Education
University of North Texas   1989 — 1992
BBA, Marketing

Cruz Perez Cruz Perez Greater Los Angeles Area Details
Cruz Perez's Churchill Management Group Experience June 2001 - April 2004
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2004 - Present
Churchill Management Group   June 2001 - April 2004
TD Waterhouse Investor Services, Inc.   December 1997 - May 2001

Education
Montana State University-Billings   1992 — 1996
Bachelor of Scienc, Sociology

Eddie Hongbin Ra Eddie Hongbin Ra Greater Los Angeles Area Details
Eddie Hongbin Ra's Churchill Management Group Experience October 2009 - August 2010
Job Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  October 2011 - Present
USC Thornton School of Music  January 2010 - May 2011
Arclight Films  June 2010 - August 2010
Churchill Management Group   October 2009 - August 2010

Education
University of Southern California   2007 — 2011
BS, Accounting, Business Administration (Finance)

Jordan Hultgren Jordan Hultgren Woodland Hills, California Details
Jordan Hultgren's Churchill Management Group Experience January 2014 - January 2015
Job Civil Engineering Student
Industry Civil Engineering
Experience
Churchill Management Group   January 2014 - January 2015
Zoning-Info, Inc.   September 2011 - October 2013
Park Place Dealerships  May 2011 - August 2011
Oklahoma Watch  February 2011 - May 2011

Education
California State University-Northridge   2015 — 2017
Bachelor of Science (B.S.), Civil Engineering

University of Tulsa   2007 — 2011
Bachelor of Science (BS), Marketing

Francis Tuttle Technology Center   2006 — 2007
Professional Sales and Marketing

Oscar lu Oscar lu Hacienda Heights, California Details
Oscar lu's Churchill Management Group Experience April 2013 - February 2014
Job Accounting Professional
Industry Accounting
Experience
Churchill Management Group   April 2013 - February 2014
Chinatrust Bank (U.S.A.)   October 2012 - April 2013
American Nonwoven Inc.   September 2011 - October 2012
Innovative Workshop   2007 - 2009

Skills
Accounts Receivable, Accounting, Financial Reporting

Education
California State Polytechnic University-Pomona   2008 — 2011
B.S, Accounting

Pasadena City College   2006 — 2008
Associate degree, Accounting

Mark Zachery Mark Zachery Springfield, Massachusetts Area Details
Mark Zachery's Churchill Management Group Experience October 2003 - May 2007
Job Accounting Professional
Industry Accounting
Experience
Warner Bros. Entertainment Group of Companies  June 2011 - September 2011
Sony Pictures Entertainment  November 2007 - October 2009
Churchill Management Group   October 2003 - May 2007
MTV Networks  May 2003 - September 2003
MassMutual Financial Group  February 2000 - November 2002
Fidelity Investments  June 1998 - September 1999
State Street  June 1997 - April 1998

Education
University of Massachusetts at Amherst - Isenberg School of Management   1993 — 1997
Bachelors, Accounting

Ali Kavianian, CFP® Ali Kavianian, CFP® Portland, Oregon Area Details
Ali Kavianian, CFP®'s Churchill Management Group Experience August 2015 - Present
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group   August 2015 - Present
Creative Planning Inc.  March 2013 - July 2015
TD Ameritrade  April 2010 - March 2013
Beaverton City   2013 - 2013

Skills
Strategic Financial..., Customer Service, Business Development, Personal Financial..., Investment Theory, Business Process..., Salesforce.com, Strategic Investment, Wealth Management, Investment Management, Financial Planners, Investment Advisory, Series 7, Asset Allocation, Wealth, Finance, Financial Planning, Investment Strategies, Retirement

Education
The American College   2011 — 2012
CFP®

Portland State University   2001 — 2005
Bachelor of Science (BS), Operations Management and Supervision

beaverton

Kit Yee Kit Yee Gardena, California Details
Kit Yee's Churchill Management Group Experience November 2012 - Present
Job Sales Assistant at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group   November 2012 - Present

Education
California State University-Long Beach   2008 — 2012
Bachelor of Science in Business Administration, Marketing, 3.2

Rana Mehdizadeh Rana Mehdizadeh Beverly Hills, California Details
Rana Mehdizadeh's Churchill Management Group Experience August 2013 - Present
Job Relationship Associate at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group   August 2013 - Present

Skills
Management, Customer Service, Sales, Marketing, Hiring, Training, Microsoft Office, Recruiting, Payroll

Education
CSUN   2010 — 2012
Bachelor of Arts (B.A.), Communication Studies