ClearRock Capital

Description

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

Employee
Years
Job
Industry
Zachary Fuller Zachary Fuller Orange County, California Area Details
Zachary Fuller's ClearRock Capital Experience May 2009 - July 2009
Job Marketing Manager at Revolution Supply Co.
Industry Automotive
Experience
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

Chris Anton Chris Anton Boise, Idaho Area Details
Chris Anton's ClearRock Capital Experience February 2010 - October 2012
Job Boise State University Foundation
Industry Investment Management
Experience
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

Jack Gilligan, CFA Jack Gilligan, CFA San Francisco Bay Area Details
Jack Gilligan, CFA's ClearRock Capital Experience August 2008 - Present
Job Director of Research at ClearRock Capital
Industry Financial Services
Experience
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

Mark Eshman Mark Eshman Ketchum, Idaho Details
Mark Eshman's ClearRock Capital Experience August 2007 - Present
Job We Grow Your Money, Not Your Anxiety
Industry Financial Services
Experience
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

Brian Lawrence Brian Lawrence New York, New York Details
Brian Lawrence's ClearRock Capital Experience 2012 - 2014
Job Business Development, Equity Research & Portfolio Management
Industry Investment Management
Experience
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

Mark Ratliff, CPA Mark Ratliff, CPA Hailey, Idaho Details
Mark Ratliff, CPA's ClearRock Capital Experience 2009 - 2010
Job Partner at Neel Ratliff and company
Industry Accounting
Experience
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

Jesse Wolff Jesse Wolff Bozeman, Montana Details
Jesse Wolff's ClearRock Capital Experience June 2010 - July 2010
Job Gonzaga University Graduate
Industry Financial Services
Experience
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

Kristen Needman Kristen Needman San Francisco Bay Area Details
Kristen Needman's ClearRock Capital Experience February 2013 - April 2014
Job Owner at Mommy's Miracle Cream
Industry Consumer Goods
Experience
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

Alex Radoslovich Alex Radoslovich Ketchum, Idaho Details
Alex Radoslovich's ClearRock Capital Experience March 2013 - Present
Job Client Service / Trading Associate at ClearRock Capital
Industry Investment Management
Experience
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

Monica Wray Monica Wray Ketchum, Idaho Details
Monica Wray's ClearRock Capital Experience June 2012 - Present
Job Operations Manager
Industry Investment Management
Experience
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

Peter Hustis Peter Hustis Ketchum, Idaho Details
Peter Hustis's ClearRock Capital Experience January 2011 - June 2012
Job Regional Private Banker at Wells Fargo
Industry Investment Management
Experience
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

Derek Klomhaus Derek Klomhaus Austin, Texas Details
Derek Klomhaus's ClearRock Capital Experience January 2013 - May 2013
Job Associate at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
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