ClearRock Capital
Address: 1, Sausalito - San Francisco Ferry Bldg, San Francisco, CA 94111 Hours: Open ⋅ Closes 5PM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 501-9192: : : Place name: : : Category: Website: : Website: http://www.clearrockcapital.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of ClearRock Capital Posting publicly on the Web Write a review Reviews Be the first to review
ClearRock Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ClearRock Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ClearRock Capital Employees
Revolution Supply Co. June 2014 - Present
Yext June 2013 - June 2014
TriplePoint July 2011 - June 2013
Duke University September 2008 - April 2011
Population Connection May 2010 - August 2010
ClearRock Capital May 2009 - July 2009
Skills
Social Media Marketing, Community Outreach, Public Relations, Blogging, Media Relations, Editing, Facebook, Public Policy, PowerPoint, Social Media, Social Networking, Research, Event Planning, Press Releases, Public Speaking, Strategic Communications, WordPress, Digital Media, Marketing Communications
Education
Duke University 2007 — 2011
Bachelor of Arts, Political Science
Chaparral High School 2004 — 2007
Boise State University Foundation October 2012 - Present
ClearRock Capital February 2010 - October 2012
The College of Idaho 2002 - 2010
MCMS, Inc. 1996 - 2002
Image National 1994 - 1996
MK Rail Corporation (currently WABTEC) 1990 - 1994
Hewlett-Packard 1988 - 1990
Micron Technology 1984 - 1986
Skills
Investments, Non-profits, Portfolio Management, Project Planning, Budgets, Accounting, Management, Credit, Asset Managment, Public Speaking, Financial Modeling, Financial Analysis, Strategic Planning, Due Diligence, Strategic Financial..., Project Management, Mergers, Sales, Marketing, Business Strategy
Education
Columbia Business School 1986 — 1988
MBA, Finance and General Management
University of Idaho 1981 — 1984
B.S., Chemistry
ClearRock Capital August 2008 - Present
Gilligan Oil Company July 2007 - January 2008
Goldman Sachs January 2001 - December 2005
Skills
Portfolio Management, Alternative Investments, Investments, Equities, Asset Managment, Equity Research, Financial Modeling, Valuation, Series 65, Mergers & Acquisitions, Hedge Funds, Strategy, Analysis, Fixed Income, Asset Allocation, Trading, ETFs, Financial Analysis, Investment Strategies
Education
Colgate University 1994 — 1998
Bachelor of Arts (BA), Economics
ClearRock Capital August 2007 - Present
Ketchum Urban Renewal Agency February 2011 - January 2015
The Community School 2004 - 2010
Morgan Stanley Smith Barney 1999 - 2007
Imperial Capital, LLC September 1990 - June 1999
Drexel Burnham Lambert September 1981 - August 1989
Skills
Investments, Alternative Investments, Investment Advisory, Asset Allocation, Wealth Management, Series 7, Mutual Funds, Series 63, Economics, Asset Managment, Equities, Fixed Income, Portfolio Management, Capital Markets, Investment Management, Securities, Hedge Funds, Financial Advisory, Retirement Planning, 401k
Education
Duke University 1976 — 1980
A.B., Public Policy
University of London 1979 — 1980
Economics/Art History
Global Hunter Securities 2015 - Present
ClearRock Capital 2012 - 2014
State Street Global Advisors 2010 - 2012
MSIM Equity Fund 2010 - 2011
The Private Edge Group at State Street Bank 2008 - 2010
UBS 2007 - 2008
Smith Barney 2007 - 2007
ERA Boston Real Estate Group 2005 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Alternative Investments, Fund Analysis, Marketing Strategy, Investor Relations, Real Estate, Accounting, Financial Analysis, Fundamental Research, Technical Analysis, Portfolio Management, Portfolio Optimization, Asset Allocation, Investment Strategies, Market Research, Research, Analysis, Equities, Private Equity, Hedge Funds, Asset Management
Education
Boston University - School of Management 2010 — 2011
Master of Science (MS), Investment Management
Investment Banking Institute
Harvard University
Financial accounting coursework
Fort Lewis College
Bachelor's, English-Communications
Neel Ratliff and company January 2010 - Present
ClearRock Capital 2009 - 2010
Sage Bookkeeping, Inc. 2009 - 2009
Edward Jones 2004 - 2008
Charles Schwab 2000 - 2004
Skills
Accounting, Small Business, Financial Reporting, Management, Business Strategy, Business Analysis, Analysis, Banking, Financial Analysis, Financial Modeling, Portfolio Management, Management Consulting, Budgeting, Tax Preparation, Personal Tax Planning, Tax Returns
Education
Jones International University 2010 — 2011
M.B.A., Accountancy
Northern Arizona University-The W. A. Franke College of Business 1998 — 2000
B.S.B.A., Finance
Buena High School 1991 — 1995
Diploma, General Studies
Big Sky Youth Empowerment February 2015 - Present
NorthFork Financial, LLC June 2014 - Present
Luna Restaurant May 2012 - May 2013
The Wolff Company May 2011 - July 2011
ClearRock Capital June 2010 - July 2010
Dynamic Asset Management May 2010 - June 2010
Hidden Meadow Ranch June 2008 - July 2008
Satisfied Frog Restaurant October 2005 - March 2006
Skills
Critical Thinking, Social Media, Customer Service, Leadership, Research, Social Networking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Facebook, Editing, Financial Analysis, Crowdfunding
Education
Gonzaga University 2010 — 2014
Bachelor of Arts, Philosophy
Gonzaga University 2009 — 2014
Bachelor of Business Administration, Finance
Mommy's Miracle Cream March 2014 - Present
ClearRock Capital February 2013 - April 2014
Wetherby Asset Management November 2010 - July 2012
The Portola Group September 2005 - October 2010
Morgan Stanley July 2004 - September 2005
Skills
Series 66, California Notary Public, Asset Management, Securities, Financial Planning, Retirement Planning, Equities, Mutual Funds, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Financial Services, Notary Public, Investment Strategies, Uniform Combined State..., Asset Allocation, Investments
Education
University of California, San Diego 2000 — 2004
Bachelors, Economics
Woodside High School 1993 — 1997
ClearRock Capital March 2013 - Present
General Efficiency Management March 2011 - August 2011
Hamilton Sterling Insurance Services June 2009 - September 2009
Skills
Research, Social Media, Microsoft Office, Public Speaking, Salesforce.com, NetDocuments, Marketing Strategy, PowerPoint, Analysis, Microsoft Word, Data Analysis, Market Research, Business Strategy, Microsoft Excel, Portfolio Management, Budgets, Marketing, Customer Service, Event Planning
Education
University of California, Santa Cruz 2007 — 2011
B.A., Economics
University of Copenhagen 2010 — 2010
Development Economics and International Development
Acalanes High School * 2004 2004 — 2007
ClearRock Capital June 2012 - Present
Design by MW July 2003 - June 2012
Kimberly-Clark/Safeskin June 2000 - July 2001
Skills
Photoshop, InDesign, Illustrator, PowerPoint, Quicken, Excel, Quickbooks, CRM
Education
Platt College 2001 — 2003
Associate of Applied Science, Graphic Design
University of Idaho 1993 — 1997
Bachelor of Science in Business, Human Resources Management
Wells Fargo June 2012 - Present
ClearRock Capital January 2011 - June 2012
Columbia Management 2007 - 2011
Fidelity Investments October 2005 - October 2007
Skills
• Relationship..., 401k, Mutual Funds, Investment Advisory, Financial Planning, Series 7, Series 63, Customer Relations, ETFs, Series 66, Insurance, ERISA, Public Speaking, Financial Analysis, Investments, Retirement, Retirement Plan..., Deferred Compensation, Consultative Selling
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
BA, Psychology
Vista Equity Partners August 2015 - Present
Credit Suisse July 2013 - July 2015
ClearRock Capital January 2013 - May 2013
Credit Suisse June 2012 - August 2012
Talisman Systems Group, Inc. April 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Public Speaking, Financial Modeling, Customer Service, Finance, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Due Diligence, Investments, Valuation, Analysis, Portfolio Management, Equities
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science, Finance/Accounting
Montgomery High School 2005 — 2009
High School Diploma