Clifford Swan Investment Counsel
Address: 177 E Colorado Blvd #550, Pasadena, CA 91105 Phone: (626) 792-2228: : Category: Website: : : Hours: Place name: : : Website: http://cliffordswan.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.Add missing informationAdd business hours 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 Clifford Swan Investment Counsel Posting publicly on the Web Write a review Reviews Be the first to review
Clifford Swan Investment Counsel List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Clifford Swan Investment Counsel. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Clifford Swan Investment Counsel Employees
Clifford Swan Investment Counsel March 2015 - Present
Capital Group (American Funds) January 2015 - February 2015
Jensen Investment Management (Jensen Quality Growth Fund - JENIX) September 2013 - January 2015
Stoel Rives LLP March 2012 - September 2013
US Bank August 2011 - March 2012
Phillips and Company Wealth Strategies April 2011 - July 2011
Skills
Equity Research, Asset Management, Financial Modeling, Valuation, Financial Analysis, Quantitative Analytics, Investments, Financial Reporting, Performance Reporting, Microsoft Excel, Salesforce.com, SQL, Bloomberg Terminal, Morningstar Direct, Advent, TPA, IPM
Education
Willamette University - Atkinson Graduate School of Management 2012 — 2016
Master of Business Administration (MBA), Finance
Oregon State University 2007 — 2010
Bachelor of Science, Finance
Clifford Swan Investment Counsel April 2014 - January 2015
Merrill Lynch October 2013 - December 2013
Capital Group January 2008 - October 2013
Wells Fargo November 2006 - September 2007
Wells Fargo Bank November 2005 - November 2006
Wells Fargo Bank April 2001 - April 2004
Skills
Investments, Mutual Funds, Finance, Management, Sales, Auditing, Asset Allocation, Training, Selling, Financial Statements, Financial Accounting, Credit Cards, Equities, Sales Management, Accounting, Asset Management, Financial Analysis, Credit, Bloomberg, Fixed Income, Wealth Management, Investment Strategies, Executive Level..., Event Planning
Education
Woodbury University 2014 — 2015
Master of Arts (M.A.), Organizational Leadership
University of Phoenix 2005 — 2009
Bachelor of Science, Business Management
Clifford Swan Investment Counsel July 2013 - Present
Warner Bros. Pictures May 2010 - June 2013
Foothill Family Service September 2009 - May 2010
Scripps College September 2006 - May 2009
Warner Bros. Pictures May 2008 - August 2008
Skills
Advertising, Publicity, Event Planning, Entertainment, Editing, Press Releases, Relationship Management, Marketing, Nonprofits
Education
Scripps College 2005 — 2009
BA, Economics, Psychology
UCL 2007 — 2007
Affiliate Psychology Student, Psychology, Art History
East West Bank 2013 - 2015
Charles Pankow Builders October 2010 - November 2011
Avery Dennison May 2008 - July 2011
Clifford Swan Investment Counsel May 2005 - October 2008
Temporary Assignments September 2002 - May 2005
Goldman Sachs May 2000 - February 2001
Unocal October 1986 - March 2000
Skills
PeopleSoft
Education
Los Angeles City College 1980 — 1985
AA, General
University of California, San Francisco June 2010 - Present
UCSF March 2009 - June 2010
Nimblefish Technologies November 2007 - March 2009
KASPICK & CO. 2000 - 2007
Clifford Swan Investment Counsel May 1998 - July 2000
University of Colorado July 1997 - May 1998
University of Colorado Foundation August 1995 - July 1997
Skills
Annual Giving, Fundraising, Planned Giving, Alumni Relations, Direct Marketing, Non-profits, Stewardship, Public Relations, Community Outreach, Nonprofits, Direct Mail, Program Management, Philanthropy, Marketing, Volunteer Management
Education
University of Colorado Boulder 1990 — 1995
Clifford Swan Investment Counsel April 1992 - Present
Security Pacific National Bank 1988 - 1992
Skills
Asset Management, Alternative Investments, Asset Managment, High Net Worth..., Fixed Income, Investments, Private Equity, Wealth Management, Portfolio Management, Investment Management, Investment Advisory, Wealth Management..., Series 7, Investment Strategies, Mutual Funds, Estate Planning, Asset Allocation, Securities
Education
University of California, Berkeley 1983 — 1987
BA, Political Economy of Industrial Societies
Polytechnic School 1979 — 1983
College Prep
NYU Wasserman Center for Career Development September 2014 - Present
Rubenstein Associates August 2014 - September 2014
Rubenstein Associates July 2013 - August 2014
Clifford Swan Investment Counsel October 2012 - July 2013
Pasadena Community Foundation June 2012 - October 2012
Claremont McKenna College Alumni and Parent Relations January 2010 - May 2012
Claremont McKenna College Psychology Research Lab January 2010 - May 2010
Claremont McKenna College Phonenite February 2009 - May 2009
Law Offices of Adams, Hawekotte, & Hudson June 2008 - August 2008
Skills
Nonprofits, Editing, RFP Response, Events Coordination, Social Media Marketing, Marketing Strategy, Writing, Volunteer Management, Social Media, Marketing, Public Speaking, Microsoft Excel, Event Planning
Education
NYU Steinhardt School of Culture, Education, and Human Development 2015 — 2017
Masters of Higher Education and Student Affairs
Claremont McKenna College 2008 — 2012
Bachelor of Arts, Psychology
Westridge School 1999 — 2008
Clifford Swan Investment Counsel March 2006 - Present
Bank of America 1989 - 2005
Skills
Fixed Income, Bonds, Bloomberg, Equities, Asset Management, Securities, Financial Analysis, Investments, Derivatives, Hedge Funds, Financial Modeling, Mutual Funds, Asset Allocation
Education
East Los Angeles College
Clifford Swan Investment Counsel 2010 - Present
CCM Family Advisors January 2008 - Present
Scripps College 2009 - Present
Philip V. Swan Associates, Investment Counsel May 1999 - October 2007
Amherst College October 1986 - August 1989
Claremont McKenna College 1982 - 1987
Skills
Private Equity, Venture Capital, Asset Management, Investment Management, Equities, Fixed Income, Asset Allocation, Corporate Development, Investment Strategies, Wealth Management, Angel Investing, Philanthropy, Family Governance, Education
Education
Emory University 1970 — 1974
Bachelor of Arts (B.A.), Psychology
LACSD August 2006 - Present
Pasadena Service Federal Credit Union 2001 - Present
AdChek, Inc. 2006 - 2006
AFA Financial Group, LLC 2004 - 2006
Clifford Swan Investment Counsel 2005 - 2005
Pankow Builders & Illig Construction 2001 - 2005
Southland Business Bank 1999 - 2001
Rescom 1997 - 1999
Pacific Western Bank formerly First American Bank 1988 - 1997
Merrill Lynch and E. F. Hutton 1984 - 1988
Skills
Accounting, Financial Analysis, Executive Management, Credit Analysis, Investments, Strategic Planning, Financial Risk..., Budgets, Managerial Finance, Government, Planning Budgeting &..., Microsoft Office, Commercial Lending, Loans, Securities and Investing, Financial Accounting..., Real Estate &..., Team Building, Environmental Awareness, Water Resources, Commercial Banking, Fundraising
Education
University of Phoenix 2001 — 2005
Bachelor's Degree, Business Management, 3.85
Pasadena City College 1992 — 1999
Business Administration and Management, General, 4.0
Glendale Community College 1990 — 1990
Certificate, Computer Concepts, 4.0
Pennsylvania State University 1976 — 1978
Business Administration and Management, General, 3.0
Clifford Swan Investment Counsel June 2005 - Present
Pacific Coast Stock Exchange 1982 - 1998
Skills
Asset Managment, Fixed Income, Asset Allocation, Asset Management, Series 7, Financial Analysis, Portfolio Management, Wealth Management, Investment Strategies, Investment Management, Alternative Investments, Wealth Management..., Equities
Education
University of Southern California 1978 — 1982
B.S., Business Administration
Peter F. Drucker and Masatoshi Ito Graduate School of Management January 2015 - July 2015
Clifford Swan Investment Counsel May 2014 - August 2014
Peter F. Drucker and Masatoshi Ito Graduate School of Management October 2013 - January 2014
IBM August 2011 - September 2011
Skills
Management, Software Development, Matlab, C++, Public Speaking, Microsoft Excel, Risk Management, Financial Modeling, Data Analysis, Integration, C, Applied Mathematics, Analysis, Derivatives, Software Project..., UML Tools, UML, Statistics, Corporate Finance, Quantitative Finance, Financial Analysis, Convincing Power, Telecommunications, Research, Pre-sales, Valuation, R, Statistical Theory, Stochastic Processes, Hypothesis Testing, Quantitative Analytics, Equity Research, Private Equity, Equity Valuation, Equity Capital Markets, Equity Derivatives
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2013 — 2015
Master's degree, Financial Engineering
Birla Institute of Technology 2008 — 2012
Bachelor's degree, Computer Science Engineering, First Class With Distinction
Newark Public Schools November 2014 - Present
Newark Public Schools June 2014 - November 2014
Education Pioneers June 2013 - August 2013
Absolutely Solar, Inc. June 2009 - June 2013
School on Wheels, Inc. November 2011 - July 2012
Clifford Swan Investment Counsel January 2010 - July 2012
CCM Family Advisors June 2009 - July 2012
CCM Family Advisors December 2008 - May 2009
Skills
Research, Non-profits, Economics, Community Outreach, Event Planning, Volunteer Management, Social Media, Strategic Planning, Program Development, Public Relations, Fundraising, Proposal Writing, Nonprofits, Program Management, Leadership, Start-ups, Strategy, Management
Education
YALE SCHOOL OF MANAGEMENT 2012 — 2014
Master of Business Administration (MBA)
Scripps College 2005 — 2009
Bachelor of Arts (BA), Economics
Azusa Pacific University September 2005 - Present
Morgan Stanley Smith Barney January 2000 - September 2005
Clifford Swan Investment Counsel July 1988 - January 1998
Skills
Theology, Religion, Biblical Studies, Higher Education, Event Planning, Microsoft Office, Customer Service, Volunteer Management, Leadership Development
Education
Azusa Pacific University 2014 — 2017
Master's Degree, Organizational Leadership
Azusa Pacific University 2011 — 2012
BSOL, Organizational Leadership
Pasadena City College 1978 — 1983
AA, Business
California State University-Los Angeles 1979 — 1981
Business