Coast Asset Management
Industry: Company
DescriptionHeadquarters: Santa Monica, CA Founded: 1990
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Coast Asset Management Employees
Employee
Years
Job
Industry
Alissa Gilbert Alissa Gilbert's Coast Asset Management Experience February 2007 - January 2009
Job Compliance Analyst at First Pacific Advisors
Industry Financial Services
Experience
First Pacific Advisors June 2012 - Present
Analytic Investors June 2009 - June 2012
Coast Asset Management February 2007 - January 2009
Wachovia Securities December 2003 - February 2007
AIG SunAmerica December 2000 - May 2002
Skills
Accounting, Compliance, Fund Accounting, Financial Statements, Statement Analysis, Account Reconciliation, Account Management, Cash, Cash Flow, Foreign Currency, FX trading, Performance Measurement, Benchmarking, Fixed Income, US Treasuries, Equities, Hedge Funds, Tax, Fixed Annuities, Variable Annuities, Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg, Crystal Reports, Rumba, SAP, Switching Systems, Advent, APX, Mas 90, Asset Management, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wellesley College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Palos Verdes Peninsula High School 1992 — 1996
First Pacific Advisors June 2012 - Present
Analytic Investors June 2009 - June 2012
Coast Asset Management February 2007 - January 2009
Wachovia Securities December 2003 - February 2007
AIG SunAmerica December 2000 - May 2002
Skills
Accounting, Compliance, Fund Accounting, Financial Statements, Statement Analysis, Account Reconciliation, Account Management, Cash, Cash Flow, Foreign Currency, FX trading, Performance Measurement, Benchmarking, Fixed Income, US Treasuries, Equities, Hedge Funds, Tax, Fixed Annuities, Variable Annuities, Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg, Crystal Reports, Rumba, SAP, Switching Systems, Advent, APX, Mas 90, Asset Management, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wellesley College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Palos Verdes Peninsula High School 1992 — 1996
Heather Sonnenberg Heather Sonnenberg's Coast Asset Management Experience April 2000 - October 2001
Job Owner/Founder at Lil' Cub Hub, LLC.
Industry Consumer Goods
Experience
Lil' Cub Hub 2011 - Present
HighMark Capital Management September 2007 - July 2012
Capital Group November 2001 - November 2006
Coast Asset Management April 2000 - October 2001
Projections Unlimited, Inc. August 1994 - March 1999
Skills
Insurance, Mutual Funds, Management, Marketing, Asset Managment, Investment Advisory, Asset Allocation, Portfolio Management, Event Management, Finance, Wealth Management, Investments
Education
University of California, Los Angeles 2008 — 2010
Professional Designation in Personal Financial Planning
California State University-Northridge 2005 — 2007
BSBA, Finance
Niceville
Niceville
Lil' Cub Hub 2011 - Present
HighMark Capital Management September 2007 - July 2012
Capital Group November 2001 - November 2006
Coast Asset Management April 2000 - October 2001
Projections Unlimited, Inc. August 1994 - March 1999
Skills
Insurance, Mutual Funds, Management, Marketing, Asset Managment, Investment Advisory, Asset Allocation, Portfolio Management, Event Management, Finance, Wealth Management, Investments
Education
University of California, Los Angeles 2008 — 2010
Professional Designation in Personal Financial Planning
California State University-Northridge 2005 — 2007
BSBA, Finance
Niceville
Niceville
Chad Burlingame, CFA, CAIA Chad Burlingame, CFA, CAIA's Coast Asset Management Experience June 2004 - May 2012
Job Director, Alternative Investments, Ascent Private Capital Management
Industry Investment Management
Experience
U.S. Bank June 2012 - Present
Coast Asset Management June 2004 - May 2012
Franklin Templeton Mutual Funds July 1998 - June 2004
Education
University of Colorado at Boulder
B.S., Finance
Francis Parker School (San Diego)
High School
U.S. Bank June 2012 - Present
Coast Asset Management June 2004 - May 2012
Franklin Templeton Mutual Funds July 1998 - June 2004
Education
University of Colorado at Boulder
B.S., Finance
Francis Parker School (San Diego)
High School
Alisa Floyd Alisa Floyd's Coast Asset Management Experience June 2011 - September 2011
Job Financial Analyst at Hulu
Industry Accounting
Experience
Hulu November 2014 - Present
PricewaterhouseCoopers September 2013 - November 2014
Coast Asset Management June 2011 - September 2011
Skills
Accounting, Microsoft Excel, Financial Reporting, PowerPoint, Auditing, Outlook, Microsoft Word, Microsoft Office, Financial Accounting, Financial Statements, Budgets, Marketing, Tax, Administrative..., Management, Time Management, Data Entry, Analysis, Teamwork, General Ledger, GAAP, CPA, SEC filings, Internal Controls, US GAAP, Finance, SEC Filings
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Business Economics, Minor in Accounting
Hulu November 2014 - Present
PricewaterhouseCoopers September 2013 - November 2014
Coast Asset Management June 2011 - September 2011
Skills
Accounting, Microsoft Excel, Financial Reporting, PowerPoint, Auditing, Outlook, Microsoft Word, Microsoft Office, Financial Accounting, Financial Statements, Budgets, Marketing, Tax, Administrative..., Management, Time Management, Data Entry, Analysis, Teamwork, General Ledger, GAAP, CPA, SEC filings, Internal Controls, US GAAP, Finance, SEC Filings
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Business Economics, Minor in Accounting
Noelle McManus's Coast Asset Management Experience June 2004 - October 2006
Job Executive Assistant at Mercer
Industry Management Consulting
Experience
Mercer February 2013 - Present
The Library Foundation October 2010 - March 2012
The Standard Hotels July 2008 - October 2010
Mercer 2007 - 2008
Coast Asset Management June 2004 - October 2006
Freeman & Sear June 2002 - June 2004
Skills
Human Resources, Administrative..., Employee Benefits, Benefits Administration, Office Management, Outlook, PeopleSoft, Organizational..., Microsoft Excel, PowerPoint, Employee Relations, Travel Arrangements
Education
University of California, Los Angeles 1999 — 2002
Bachelor's degree, Anthropology
Mercer February 2013 - Present
The Library Foundation October 2010 - March 2012
The Standard Hotels July 2008 - October 2010
Mercer 2007 - 2008
Coast Asset Management June 2004 - October 2006
Freeman & Sear June 2002 - June 2004
Skills
Human Resources, Administrative..., Employee Benefits, Benefits Administration, Office Management, Outlook, PeopleSoft, Organizational..., Microsoft Excel, PowerPoint, Employee Relations, Travel Arrangements
Education
University of California, Los Angeles 1999 — 2002
Bachelor's degree, Anthropology
Alex Bezjian Alex Bezjian's Coast Asset Management Experience January 2009 - March 2009
Job Portfolio Manager at MB Global Partners
Industry Financial Services
Experience
MB Global Partners January 2015 - Present
MB Global Partners September 2014 - November 2014
AB Consulting LLC April 2014 - June 2014
KBC Bank December 2011 - December 2013
AB Consulting LLC November 2009 - December 2011
Coast Asset Management January 2009 - March 2009
KBC Financial Products May 2004 - December 2008
KBC Financial Products June 2001 - April 2004
Skills
Derivatives, Statistics, Hedge Funds, Structured Products, Equity Derivatives, Swaps, Trading, Securities, Bonds, Investment Banking, Equities, Options, CDS, Financial Risk, Fund Of Funds, Credit Derivatives, ETFs, Financial Structuring, Financial Markets, Capital Markets, Fixed Income, Finance, Alternative Investments, Bloomberg, Quantitative Finance
Education
Stanford University 2000 — 2001
MS, Financial Mathematics
Vanderbilt University 1994 — 1998
BS, Mathematics and Physics
MB Global Partners January 2015 - Present
MB Global Partners September 2014 - November 2014
AB Consulting LLC April 2014 - June 2014
KBC Bank December 2011 - December 2013
AB Consulting LLC November 2009 - December 2011
Coast Asset Management January 2009 - March 2009
KBC Financial Products May 2004 - December 2008
KBC Financial Products June 2001 - April 2004
Skills
Derivatives, Statistics, Hedge Funds, Structured Products, Equity Derivatives, Swaps, Trading, Securities, Bonds, Investment Banking, Equities, Options, CDS, Financial Risk, Fund Of Funds, Credit Derivatives, ETFs, Financial Structuring, Financial Markets, Capital Markets, Fixed Income, Finance, Alternative Investments, Bloomberg, Quantitative Finance
Education
Stanford University 2000 — 2001
MS, Financial Mathematics
Vanderbilt University 1994 — 1998
BS, Mathematics and Physics
Tyson Preyer Tyson Preyer's Coast Asset Management Experience 2003 - 2005
Job Video Production & Promotion
Industry Online Media
Experience
Preyer Productions December 2010 - Present
Urban Peak September 2008 - September 2010
The Herman Group 2005 - 2007
Coast Asset Management 2003 - 2005
Skills
Financial Analysis, Microsoft Word, Budgets, QuickBooks, Strategic Planning, Microsoft Office, Accounting, PowerPoint, Financial Reporting, Microsoft Excel, Nonprofits, Leadership, Social Media, Access, Start-ups
Education
University of Colorado at Boulder 1998 — 2003
BS/MS, Finance/Accounting
CCHS
Preyer Productions December 2010 - Present
Urban Peak September 2008 - September 2010
The Herman Group 2005 - 2007
Coast Asset Management 2003 - 2005
Skills
Financial Analysis, Microsoft Word, Budgets, QuickBooks, Strategic Planning, Microsoft Office, Accounting, PowerPoint, Financial Reporting, Microsoft Excel, Nonprofits, Leadership, Social Media, Access, Start-ups
Education
University of Colorado at Boulder 1998 — 2003
BS/MS, Finance/Accounting
CCHS
Ryan Troiano's Coast Asset Management Experience December 2007 - February 2011
Job Director, Governance & Implementation Manager at UBS Alternative and Quantitative Investments LLC
Industry Financial Services
Experience
UBS Hedge Fund Solutions LLC January 2014 - Present
UBS May 2012 - January 2014
J.P. Morgan July 2011 - May 2012
Coast Asset Management December 2007 - February 2011
Coast Asset Management December 2006 - December 2007
Coast Asset Management January 2006 - December 2006
State Street September 2005 - December 2005
State Street June 2004 - September 2005
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Fixed Income, Derivatives, Asset Management, Bloomberg, Portfolio Management, Valuation, Equities, Financial Modeling, Investments, Private Equity
Education
Bentley University 2000 — 2004
BA, International Studies; Cum Laude
Marshwood High School 1996 — 2000
UBS Hedge Fund Solutions LLC January 2014 - Present
UBS May 2012 - January 2014
J.P. Morgan July 2011 - May 2012
Coast Asset Management December 2007 - February 2011
Coast Asset Management December 2006 - December 2007
Coast Asset Management January 2006 - December 2006
State Street September 2005 - December 2005
State Street June 2004 - September 2005
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Fixed Income, Derivatives, Asset Management, Bloomberg, Portfolio Management, Valuation, Equities, Financial Modeling, Investments, Private Equity
Education
Bentley University 2000 — 2004
BA, International Studies; Cum Laude
Marshwood High School 1996 — 2000
Jaime Truax Jaime Truax's Coast Asset Management Experience December 2006 - November 2008
Job Regional Human Resources Manager at iMobile US
Industry Wireless
Experience
iMobile US July 2011 - Present
Platinum Wireless, Inc. December 2010 - August 2011
Mercury Media November 2008 - December 2010
Coast Asset Management December 2006 - November 2008
Wedbush Morgan Securities March 2004 - December 2006
GLWG, Inc August 2003 - March 2004
Nicholas & Hicks, Inc. July 2000 - July 2003
Enloe Medical Center April 1996 - June 2002
Skills
Onboarding, Employee Relations, Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Employee Benefits, Benefits Administration, College Recruiting, Performance Management, Payroll, New Hire Orientations, HRIS, Talent Management, Hiring, Personnel Management, Management
Education
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration, Human Resources
iMobile US July 2011 - Present
Platinum Wireless, Inc. December 2010 - August 2011
Mercury Media November 2008 - December 2010
Coast Asset Management December 2006 - November 2008
Wedbush Morgan Securities March 2004 - December 2006
GLWG, Inc August 2003 - March 2004
Nicholas & Hicks, Inc. July 2000 - July 2003
Enloe Medical Center April 1996 - June 2002
Skills
Onboarding, Employee Relations, Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Employee Benefits, Benefits Administration, College Recruiting, Performance Management, Payroll, New Hire Orientations, HRIS, Talent Management, Hiring, Personnel Management, Management
Education
California State University-Chico 2001 — 2003
Bachelor's Degree, Business Administration, Human Resources
Kelly Zinser Kelly Zinser's Coast Asset Management Experience 2000 - 2002
Job Founder of Zinser Law Group, PC
Industry Law Practice
Experience
Zinser Law Group, PC August 2008 - Present
Playa Properties September 2004 - Present
Buchalter Nemer 2002 - 2004
Coast Asset Management 2000 - 2002
Troop Steuber Pasich Reddick & Tobey 1997 - 1999
Thompson Coburn August 1995 - November 1997
Skills
Estate Planning, Wills, Trusts, Real Estate, Securities, Consumer Bankruptcy, Corporate Law, Transactional Law, Corporate Transactions, Bankruptcy, Chapter 7, Commercial Litigation, Mergers, Chapter 13 Bankruptcy, Mergers & Acquisitions, Intellectual Property, Mediation, Alternative Dispute..., Litigation, Arbitration, Start-ups, Joint Ventures, Legal Research, Legal Assistance, Trials, Courts, Legal Issues, Tax Law, Business Formation, Business Transactions, Trade Secrets
Education
Tulane University Law School 1992 — 1995
JD, Law
Washington University in St. Louis 1989 — 1992
B.A., Art History & International Studies
Principia Upper School
Zinser Law Group, PC August 2008 - Present
Playa Properties September 2004 - Present
Buchalter Nemer 2002 - 2004
Coast Asset Management 2000 - 2002
Troop Steuber Pasich Reddick & Tobey 1997 - 1999
Thompson Coburn August 1995 - November 1997
Skills
Estate Planning, Wills, Trusts, Real Estate, Securities, Consumer Bankruptcy, Corporate Law, Transactional Law, Corporate Transactions, Bankruptcy, Chapter 7, Commercial Litigation, Mergers, Chapter 13 Bankruptcy, Mergers & Acquisitions, Intellectual Property, Mediation, Alternative Dispute..., Litigation, Arbitration, Start-ups, Joint Ventures, Legal Research, Legal Assistance, Trials, Courts, Legal Issues, Tax Law, Business Formation, Business Transactions, Trade Secrets
Education
Tulane University Law School 1992 — 1995
JD, Law
Washington University in St. Louis 1989 — 1992
B.A., Art History & International Studies
Principia Upper School
Keith Bien, CPA Keith Bien, CPA's Coast Asset Management Experience 2010 - 2010
Job Senior Accountant at Connexity, Inc.
Industry Accounting
Experience
Connexity, Inc. February 2015 - Present
Crowe Horwath LLP November 2013 - February 2015
Smith Mandel & Associates LLP January 2011 - November 2013
David Reinus, C.P.A. August 2009 - January 2011
Coast Asset Management 2010 - 2010
Robinson Law Offices January 2007 - June 2009
Skills
Accounting, Tax Returns, Expenses, QuickBooks, Accounts Payable, Bookkeeping, Microsoft Excel, Accounts Receivable, ProSystem fx Tax, Tax Preparation, Tax, Income Tax, General Ledger, GAAP, Account Reconciliation
Education
California State University-Northridge 2008 — 2010
BA, Accounting
Moorpark College 2005 — 2007
AA, Business/Accounting
Connexity, Inc. February 2015 - Present
Crowe Horwath LLP November 2013 - February 2015
Smith Mandel & Associates LLP January 2011 - November 2013
David Reinus, C.P.A. August 2009 - January 2011
Coast Asset Management 2010 - 2010
Robinson Law Offices January 2007 - June 2009
Skills
Accounting, Tax Returns, Expenses, QuickBooks, Accounts Payable, Bookkeeping, Microsoft Excel, Accounts Receivable, ProSystem fx Tax, Tax Preparation, Tax, Income Tax, General Ledger, GAAP, Account Reconciliation
Education
California State University-Northridge 2008 — 2010
BA, Accounting
Moorpark College 2005 — 2007
AA, Business/Accounting
Barry Wilson Barry Wilson's Coast Asset Management Experience March 1999 - February 2003
Job Senior Vice President at Antares Capital
Industry Financial Services
Experience
Antares Capital September 2014 - Present
AllianceBernstein September 2013 - 2014
SS&C Technologies November 2009 - September 2013
Mariner Tricadia Credit Strategies Master Fund and Tiptree Financial Partners August 2009 - August 2010
Gemini Partners April 2009 - September 2009
Mesirow Financial February 2009 - March 2009
Blue Mountain Capital LLC April 2008 - October 2008
CentrePacific LLC April 2004 - July 2006
Pimco February 2003 - April 2004
Coast Asset Management March 1999 - February 2003
Skills
Valuation, High Yield, Asset Allocation, Asset Management, CDO, CLO, Fixed Income, Hedge Funds, Leveraged Finance, Structured Products, Loans, Alternative Investments, Portfolio Management, Due Diligence, Structured Finance, Trading, Risk Management, Credit, Credit Analysis, Credit Risk, Fund Of Funds, Investment Banking, Asset Managment, Bonds, Derivatives, Equities, Capital Markets, Private Equity, Pricing, Mutual Funds, Bloomberg Terminal, Securities, Mortgage Lending
Education
Loyola University Rome Center 1986 — 1986
Southern Methodist University - Cox School of Business 1982 — 1986
BBA/BA, Finance and Political Science
Antares Capital September 2014 - Present
AllianceBernstein September 2013 - 2014
SS&C Technologies November 2009 - September 2013
Mariner Tricadia Credit Strategies Master Fund and Tiptree Financial Partners August 2009 - August 2010
Gemini Partners April 2009 - September 2009
Mesirow Financial February 2009 - March 2009
Blue Mountain Capital LLC April 2008 - October 2008
CentrePacific LLC April 2004 - July 2006
Pimco February 2003 - April 2004
Coast Asset Management March 1999 - February 2003
Skills
Valuation, High Yield, Asset Allocation, Asset Management, CDO, CLO, Fixed Income, Hedge Funds, Leveraged Finance, Structured Products, Loans, Alternative Investments, Portfolio Management, Due Diligence, Structured Finance, Trading, Risk Management, Credit, Credit Analysis, Credit Risk, Fund Of Funds, Investment Banking, Asset Managment, Bonds, Derivatives, Equities, Capital Markets, Private Equity, Pricing, Mutual Funds, Bloomberg Terminal, Securities, Mortgage Lending
Education
Loyola University Rome Center 1986 — 1986
Southern Methodist University - Cox School of Business 1982 — 1986
BBA/BA, Finance and Political Science
Hugh Kimura Hugh Kimura's Coast Asset Management Experience October 2001 - August 2003
Job Content Manager at Bluecloud Solutions
Industry Marketing and Advertising
Experience
Bluecloud Solutions May 2015 - Present
TrueLiving Media LLC July 2007 - Present
SensorTower June 2013 - May 2015
Island Air December 2007 - January 2013
Hawaii Tech Support January 2006 - December 2007
First Hawaiian Bank March 2004 - December 2006
Self Employed September 2003 - February 2004
Coast Asset Management October 2001 - August 2003
Randr, Inc. October 1999 - September 2001
Skills
SEO, Online Marketing, WordPress, Google Analytics, Email Marketing, Blogging, Marketing, Web Design, Social Media Marketing, Social Media, PHP, Google Adwords, YouTube, Podcasting, Facebook, HTML, CSS, Drupal, Hootsuite, Currency Trading, Infusionsoft, Meet Edgar
Education
University of Washington 1997 — 1999
Bachelor's degree, Cell and Molecular Biology
University of Hawaii at Manoa 1995 — 1997
Biology
Bluecloud Solutions May 2015 - Present
TrueLiving Media LLC July 2007 - Present
SensorTower June 2013 - May 2015
Island Air December 2007 - January 2013
Hawaii Tech Support January 2006 - December 2007
First Hawaiian Bank March 2004 - December 2006
Self Employed September 2003 - February 2004
Coast Asset Management October 2001 - August 2003
Randr, Inc. October 1999 - September 2001
Skills
SEO, Online Marketing, WordPress, Google Analytics, Email Marketing, Blogging, Marketing, Web Design, Social Media Marketing, Social Media, PHP, Google Adwords, YouTube, Podcasting, Facebook, HTML, CSS, Drupal, Hootsuite, Currency Trading, Infusionsoft, Meet Edgar
Education
University of Washington 1997 — 1999
Bachelor's degree, Cell and Molecular Biology
University of Hawaii at Manoa 1995 — 1997
Biology
Vance Kobayashi Vance Kobayashi's Coast Asset Management Experience April 2010 - July 2013
Job Vice President at Insurance Benefits Services
Industry Insurance
Experience
Insurance Benefits Services August 2013 - Present
BioSpray Hawaii August 2013 - Present
Coast Asset Management April 2010 - July 2013
Coast Asset Management April 2003 - March 2010
City National Bank 2001 - 2003
Skills
Quickbooks, Hedge Funds, Fixed Income, Investments, Financial Reporting, Bloomberg, Portfolio Management, Equities, Financial Analysis, Alternative Investments, QuickBooks
Education
University of Hawaii - Shidler College of Business 1999 — 2000
BBA, Finance
University of Hawaii at Manoa 1996 — 2000
BBA, Finance
Mid Pacific Institute
Insurance Benefits Services August 2013 - Present
BioSpray Hawaii August 2013 - Present
Coast Asset Management April 2010 - July 2013
Coast Asset Management April 2003 - March 2010
City National Bank 2001 - 2003
Skills
Quickbooks, Hedge Funds, Fixed Income, Investments, Financial Reporting, Bloomberg, Portfolio Management, Equities, Financial Analysis, Alternative Investments, QuickBooks
Education
University of Hawaii - Shidler College of Business 1999 — 2000
BBA, Finance
University of Hawaii at Manoa 1996 — 2000
BBA, Finance
Mid Pacific Institute
Aron Solomon's Coast Asset Management Experience August 2008 - March 2011
Job Relationship Manager, Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Goldman Sachs May 2012 - August 2012
Coast Asset Management August 2008 - March 2011
Allied Financial Assistance Program 2007 - 2011
KPMG 2006 - 2008
HK Trading Company 1999 - 2006
Skills
Entrepreneurship, Hedge Funds, Financial Analysis, Valuation, Due Diligence, Risk Management, Investments, Accounting, Private Equity, Corporate Finance, Financial Services, Asset Management, Portfolio Management, Equities, Financial Modeling
Education
Anderson School at UCLA 2011 — 2013
MBA, Finance and Entrepreneurship
University of California, Los Angeles 2002 — 2006
BA, Business Economics, Accounting
Wells Fargo July 2013 - Present
Goldman Sachs May 2012 - August 2012
Coast Asset Management August 2008 - March 2011
Allied Financial Assistance Program 2007 - 2011
KPMG 2006 - 2008
HK Trading Company 1999 - 2006
Skills
Entrepreneurship, Hedge Funds, Financial Analysis, Valuation, Due Diligence, Risk Management, Investments, Accounting, Private Equity, Corporate Finance, Financial Services, Asset Management, Portfolio Management, Equities, Financial Modeling
Education
Anderson School at UCLA 2011 — 2013
MBA, Finance and Entrepreneurship
University of California, Los Angeles 2002 — 2006
BA, Business Economics, Accounting
Lori Gilchrist Lori Gilchrist's Coast Asset Management Experience November 2010 - December 2011
Job Field Supervisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial March 2012 - Present
Coast Asset Management November 2010 - December 2011
Dimensional Fund Advisors 2007 - 2010
Securities America, Inc. Member FINRA/SIPC June 2000 - May 2007
National Association of Securities Dealers, Regulation August 1996 - June 2000
Skills
Training, Leadership, Management, Auditing, Financial Services, Marketing, Fundraising, Wealth Management, Policy, Securities, Investment Advisory
Education
University of California, Los Angeles
B.A., Psychology
University of California, Los Angeles, Extension
Accounting/Securities Analysis
Thrivent Financial March 2012 - Present
Coast Asset Management November 2010 - December 2011
Dimensional Fund Advisors 2007 - 2010
Securities America, Inc. Member FINRA/SIPC June 2000 - May 2007
National Association of Securities Dealers, Regulation August 1996 - June 2000
Skills
Training, Leadership, Management, Auditing, Financial Services, Marketing, Fundraising, Wealth Management, Policy, Securities, Investment Advisory
Education
University of California, Los Angeles
B.A., Psychology
University of California, Los Angeles, Extension
Accounting/Securities Analysis
Francis Bologna's Coast Asset Management Experience December 2007 - December 2008
Job Principal/Portfolio Manager at FrontRidge Capital
Industry Investment Management
Experience
FrontRidge Capital September 2011 - Present
Louisiana Business and Technology Center August 2009 - August 2011
Coast Asset Management December 2007 - December 2008
Western Asset Management June 2006 - December 2007
Skills
Portfolio Management, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Equities, Bloomberg, Investments, Financial Analysis, Derivatives, Financial Modeling, Valuation, Fund Of Funds, Mutual Funds, Bonds, Securities, Due Diligence
Education
Louisiana State University 2009 — 2011
MBA, Finance
Tulane University - A.B. Freeman School of Business 2000 — 2005
BSM, Finance, Accounting
FrontRidge Capital September 2011 - Present
Louisiana Business and Technology Center August 2009 - August 2011
Coast Asset Management December 2007 - December 2008
Western Asset Management June 2006 - December 2007
Skills
Portfolio Management, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Equities, Bloomberg, Investments, Financial Analysis, Derivatives, Financial Modeling, Valuation, Fund Of Funds, Mutual Funds, Bonds, Securities, Due Diligence
Education
Louisiana State University 2009 — 2011
MBA, Finance
Tulane University - A.B. Freeman School of Business 2000 — 2005
BSM, Finance, Accounting
Isaac Bang Isaac Bang's Coast Asset Management Experience June 2011 - September 2011
Job Product Manager at Curely & Kuddly
Industry Health, Wellness and Fitness
Experience
Kuddly August 2014 - Present
Curely August 2014 - Present
Capgemini August 2013 - August 2014
Samsung Engineering January 2013 - July 2013
UCLA Anderson School of Management July 2012 - October 2012
Coast Asset Management June 2011 - September 2011
Skills
Data Analysis, Statistics, Economics, R, Microsoft Excel, Forecasting, Bloomberg, Financial Analysis, Research, Econometrics, Statistical Data..., Data Mining, Visual Basic, Regression Analysis, Market Research, Statistical Modeling, Predictive Modeling, Logistic Regression, Quantitative Analytics, Predictive Analytics, Gamification, Game Design, Customer Service, Microsoft Word
Education
University of California, Los Angeles 2008 — 2012
BA, Economics
Kuddly August 2014 - Present
Curely August 2014 - Present
Capgemini August 2013 - August 2014
Samsung Engineering January 2013 - July 2013
UCLA Anderson School of Management July 2012 - October 2012
Coast Asset Management June 2011 - September 2011
Skills
Data Analysis, Statistics, Economics, R, Microsoft Excel, Forecasting, Bloomberg, Financial Analysis, Research, Econometrics, Statistical Data..., Data Mining, Visual Basic, Regression Analysis, Market Research, Statistical Modeling, Predictive Modeling, Logistic Regression, Quantitative Analytics, Predictive Analytics, Gamification, Game Design, Customer Service, Microsoft Word
Education
University of California, Los Angeles 2008 — 2012
BA, Economics
desmond werthman's Coast Asset Management Experience September 2003 - June 2009
Job Madra Asset Management, LLC
Industry Investment Management
Experience
Madra Asset Management, LLC May 2010 - Present
Coast Asset Management September 2003 - June 2009
mansur 2002 - 2003
Bank of Montreal August 1998 - December 2002
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Acquisitions, Asset Allocation, Insurance, Portfolio Management, Equities, Wealth Management..., Fixed Income, Due Diligence, Equity Valuation, Investments, Fund Of Funds, Investment Strategies, Asset Managment, Loans, Trading Strategies, Private Equity, Asset Management, Securities, Investment Management, Options, Financial Advisory, Capital Markets, Trading, Bonds, Investor Relations, Wealth Management, Derivatives
Education
Columbia University in the City of New York 1989 — 1993
BA, Political Science
Loyola Academy 1985 — 1989
IHM 1974 — 1989
Madra Asset Management, LLC May 2010 - Present
Coast Asset Management September 2003 - June 2009
mansur 2002 - 2003
Bank of Montreal August 1998 - December 2002
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Acquisitions, Asset Allocation, Insurance, Portfolio Management, Equities, Wealth Management..., Fixed Income, Due Diligence, Equity Valuation, Investments, Fund Of Funds, Investment Strategies, Asset Managment, Loans, Trading Strategies, Private Equity, Asset Management, Securities, Investment Management, Options, Financial Advisory, Capital Markets, Trading, Bonds, Investor Relations, Wealth Management, Derivatives
Education
Columbia University in the City of New York 1989 — 1993
BA, Political Science
Loyola Academy 1985 — 1989
IHM 1974 — 1989
Maggie Hopps Maggie Hopps's Coast Asset Management Experience October 2010 - October 2014
Job Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente April 2015 - Present
Coast Asset Management October 2010 - October 2014
Salon Cuca July 2008 - October 2010
Sonrise Preschool April 2006 - October 2010
Skills
Excel, Microsoft Office, Social Media, Accounting, Outlook, Administration, Administrative Support, Investor Relations, Investor Reporting, Investor Relations..., System Administration, Marketing, Hedge Funds, Microsoft Excel, Management, Fund Of Funds, Administrative..., PowerPoint, Customer Service, Leadership, Research, Public Speaking, Event Planning, Due Diligence, Microsoft Word, Investments
Education
California State University-Long Beach 2003 — 2007
BA, Political Science
California Western School of Law
Kaiser Permanente April 2015 - Present
Coast Asset Management October 2010 - October 2014
Salon Cuca July 2008 - October 2010
Sonrise Preschool April 2006 - October 2010
Skills
Excel, Microsoft Office, Social Media, Accounting, Outlook, Administration, Administrative Support, Investor Relations, Investor Reporting, Investor Relations..., System Administration, Marketing, Hedge Funds, Microsoft Excel, Management, Fund Of Funds, Administrative..., PowerPoint, Customer Service, Leadership, Research, Public Speaking, Event Planning, Due Diligence, Microsoft Word, Investments
Education
California State University-Long Beach 2003 — 2007
BA, Political Science
California Western School of Law
Paul Guarino's Coast Asset Management Experience August 2004 - March 2012
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2012 - Present
Now You're Cooking!, LLC dba HomeCooked June 2006 - Present
Coast Asset Management August 2004 - March 2012
Coast Asset Management May 2003 - August 2004
eBay January 1999 - April 2003
State Street Corporation September 1997 - January 2002
Skills
Hedge Funds, Risk Management, Operational Due..., Operations Management, SQL, Visual Basic, Entrepreneur, Entrepreneurial...
Education
Babson College 1994 — 1997
BS, Entrepreneurial Studies & Investments
J.P. Morgan June 2012 - Present
Now You're Cooking!, LLC dba HomeCooked June 2006 - Present
Coast Asset Management August 2004 - March 2012
Coast Asset Management May 2003 - August 2004
eBay January 1999 - April 2003
State Street Corporation September 1997 - January 2002
Skills
Hedge Funds, Risk Management, Operational Due..., Operations Management, SQL, Visual Basic, Entrepreneur, Entrepreneurial...
Education
Babson College 1994 — 1997
BS, Entrepreneurial Studies & Investments
Jamie Kirk Jamie Kirk's Coast Asset Management Experience September 2002 - September 2006
Job Senior Associate at MicroVentures
Industry Financial Services
Experience
MicroVentures October 2013 - Present
Lotta Catering Company June 2012 - Present
Kirk Estates January 2011 - Present
Post Advisory Group September 2006 - January 2011
Coast Asset Management September 2002 - September 2006
UBS June 2001 - August 2001
Education
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Finance & Management
Saint Francis High School 1994 — 1998
MicroVentures October 2013 - Present
Lotta Catering Company June 2012 - Present
Kirk Estates January 2011 - Present
Post Advisory Group September 2006 - January 2011
Coast Asset Management September 2002 - September 2006
UBS June 2001 - August 2001
Education
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Finance & Management
Saint Francis High School 1994 — 1998
Jacqueline Yapp's Coast Asset Management Experience September 2001 - November 2003
Job Owner at H2 Entertainment
Industry Entertainment
Experience
H2 Entertainment July 2004 - Present
Coast Asset Management September 2001 - November 2003
Trust Company of the West February 1994 - December 1998
Skills
Marketing, Strategy, Alternative Investments, Hedge Funds, Investments, Asset Managment, Film, Portfolio Management, Management, Entertainment, Music Production, Creative Direction, Music Industry, Pensions, Social Networking, Television, Promotions, Music, Leadership, Strategic Planning, Video
Education
University of California, Los Angeles 2008 — 2009
CFP, Financial Planning
Pepperdine University 1989 — 1992
BSM, Business Management
H2 Entertainment July 2004 - Present
Coast Asset Management September 2001 - November 2003
Trust Company of the West February 1994 - December 1998
Skills
Marketing, Strategy, Alternative Investments, Hedge Funds, Investments, Asset Managment, Film, Portfolio Management, Management, Entertainment, Music Production, Creative Direction, Music Industry, Pensions, Social Networking, Television, Promotions, Music, Leadership, Strategic Planning, Video
Education
University of California, Los Angeles 2008 — 2009
CFP, Financial Planning
Pepperdine University 1989 — 1992
BSM, Business Management
Daysi Galo Warren Daysi Galo Warren's Coast Asset Management Experience April 2001 - May 2005
Job Controller at E & S Ring Management
Industry Commercial Real Estate
Experience
E & S Ring Management March 2014 - Present
RP Realty Partners September 2006 - March 2014
Alternative Investments Division May 2005 - September 2006
Coast Asset Management April 2001 - May 2005
LOR Management November 1999 - April 2001
Price Law Group September 1997 - November 1999
Skills
Alternative Investments, QuickBooks, Risk Management, Analysis, Asset Managment, Forecasting, Strategic Planning, Finance, Portfolio Management, Accounting, Budgets, Private Equity, Financial Analysis, Banking, Investments, Due Diligence, Property Management, Business Planning, Real Estate, Internal Controls, Cash Management, Financial Reporting, Account Reconciliation, Management, Accounts Payable, Negotiation, Cash Flow, GAAP, Asset Management
Education
Pepperdine University 1996 — 1998
MBA
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business Administration
Woodbury University 1992 — 1996
B.S, ACCOUNTING
E & S Ring Management March 2014 - Present
RP Realty Partners September 2006 - March 2014
Alternative Investments Division May 2005 - September 2006
Coast Asset Management April 2001 - May 2005
LOR Management November 1999 - April 2001
Price Law Group September 1997 - November 1999
Skills
Alternative Investments, QuickBooks, Risk Management, Analysis, Asset Managment, Forecasting, Strategic Planning, Finance, Portfolio Management, Accounting, Budgets, Private Equity, Financial Analysis, Banking, Investments, Due Diligence, Property Management, Business Planning, Real Estate, Internal Controls, Cash Management, Financial Reporting, Account Reconciliation, Management, Accounts Payable, Negotiation, Cash Flow, GAAP, Asset Management
Education
Pepperdine University 1996 — 1998
MBA
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business Administration
Woodbury University 1992 — 1996
B.S, ACCOUNTING
Paul Jariabek's Coast Asset Management Experience January 2008 - January 2011
Job Vice President of Technology at FCR
Industry Information Technology and Services
Experience
FCR June 2015 - Present
Shield Healthcare August 2011 - May 2015
Design Science January 2011 - August 2011
Coast Asset Management January 2008 - January 2011
First Federal Bank of California June 2006 - December 2007
First Federal Bank February 2004 - May 2006
Peerless Systems 2001 - 2004
Xdrive 2001 - 2001
PETsMART.com June 2000 - December 2000
Skills
IT Strategy, Technical Leadership, Project Portfolio..., IT Governance, IT Risk, Agile Project Management, Microsoft Infrastructure, Project Management, Business Continuity, ERP/CRM, IT architectures, IT Operations, Information Security..., Disaster Recovery, KPI, Information Technology, Enterprise Architecture, Governance, Integration, Key Performance..., Computer Architecture, Microsoft Technologies, Salesforce.com, Network Security, VMware, Active Directory, Software Development, Business Intelligence, Servers, Security, Enterprise Software, Networking, Management, SaaS, Cloud Computing, Strategy, Cisco Technologies, ITIL, Infrastructure, CRM, Firewalls, Information Security, Outsourcing, Business Process, Business Process..., Microsoft SQL Server, Microsoft Exchange, IT Management, ERP, Data Center
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of Phoenix 1996 — 1999
Bachelor's Degree, Business Administration
University of Southern California 1989 — 1991
FCR June 2015 - Present
Shield Healthcare August 2011 - May 2015
Design Science January 2011 - August 2011
Coast Asset Management January 2008 - January 2011
First Federal Bank of California June 2006 - December 2007
First Federal Bank February 2004 - May 2006
Peerless Systems 2001 - 2004
Xdrive 2001 - 2001
PETsMART.com June 2000 - December 2000
Skills
IT Strategy, Technical Leadership, Project Portfolio..., IT Governance, IT Risk, Agile Project Management, Microsoft Infrastructure, Project Management, Business Continuity, ERP/CRM, IT architectures, IT Operations, Information Security..., Disaster Recovery, KPI, Information Technology, Enterprise Architecture, Governance, Integration, Key Performance..., Computer Architecture, Microsoft Technologies, Salesforce.com, Network Security, VMware, Active Directory, Software Development, Business Intelligence, Servers, Security, Enterprise Software, Networking, Management, SaaS, Cloud Computing, Strategy, Cisco Technologies, ITIL, Infrastructure, CRM, Firewalls, Information Security, Outsourcing, Business Process, Business Process..., Microsoft SQL Server, Microsoft Exchange, IT Management, ERP, Data Center
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Master of Business Administration (M.B.A.), Finance
University of Phoenix 1996 — 1999
Bachelor's Degree, Business Administration
University of Southern California 1989 — 1991
Beili Ouyang, CPA's Coast Asset Management Experience February 2006 - June 2009
Job Senior Financial Analyst
Industry Banking
Experience
OneWest Bank May 2015 - Present
Simplicity Bank April 2014 - May 2015
Univision Radio November 2010 - April 2014
Worldwide Clinical Trials, Inc. August 2010 - November 2010
Coast Asset Management February 2006 - June 2009
Eva Care Group July 2004 - January 2006
Skills
Financial Reporting, Accounting, Forecasting, Financial Analysis, Budgeting, Excel, Reconciliation, Microsoft Office, PowerPoint, Word, Outlook, Financial Modeling, SOX, General Ledger, Financial Accounting, GAAP, Financial Planning, Problem Solving, Data Analysis, Due Diligence, Corporate Finance, Account Reconciliation, Sarbanes-Oxley Act, Budgets, Accounts Receivable, Finance, Internal Controls, Financial Statements, Managerial Finance, US GAAP, Auditing, Bloomberg, Hedge Funds, SEC filings, Fixed Assets, Capital Budgeting
Education
University of California, Riverside 2002 — 2004
OneWest Bank May 2015 - Present
Simplicity Bank April 2014 - May 2015
Univision Radio November 2010 - April 2014
Worldwide Clinical Trials, Inc. August 2010 - November 2010
Coast Asset Management February 2006 - June 2009
Eva Care Group July 2004 - January 2006
Skills
Financial Reporting, Accounting, Forecasting, Financial Analysis, Budgeting, Excel, Reconciliation, Microsoft Office, PowerPoint, Word, Outlook, Financial Modeling, SOX, General Ledger, Financial Accounting, GAAP, Financial Planning, Problem Solving, Data Analysis, Due Diligence, Corporate Finance, Account Reconciliation, Sarbanes-Oxley Act, Budgets, Accounts Receivable, Finance, Internal Controls, Financial Statements, Managerial Finance, US GAAP, Auditing, Bloomberg, Hedge Funds, SEC filings, Fixed Assets, Capital Budgeting
Education
University of California, Riverside 2002 — 2004
Kevin Yang, CPA's Coast Asset Management Experience June 2005 - November 2012
Job Vice President, Fund Accounting Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2012 - Present
Coast Asset Management June 2005 - November 2012
California National Bank 2004 - 2005
Global Realty 2003 - 2004
New England Financial 2003 - 2004
McGladrey & Pullen LLP 1999 - 2003
Northrop Grumman Federal Credit Union 1997 - 1999
Skills
Alternative Investments, Fund Of Funds, Fund Accounting, Hedge Funds, Equities, Financial Analysis
Education
University of California, Santa Barbara
BA, Business Economics with accounting emphasis
BNY Mellon November 2012 - Present
Coast Asset Management June 2005 - November 2012
California National Bank 2004 - 2005
Global Realty 2003 - 2004
New England Financial 2003 - 2004
McGladrey & Pullen LLP 1999 - 2003
Northrop Grumman Federal Credit Union 1997 - 1999
Skills
Alternative Investments, Fund Of Funds, Fund Accounting, Hedge Funds, Equities, Financial Analysis
Education
University of California, Santa Barbara
BA, Business Economics with accounting emphasis
Susan Mosher's Coast Asset Management Experience August 2007 - March 2009
Job Managing Member at Carol Consulting Group, LLC
Industry Financial Services
Experience
Carol Consulting Group, LLC November 2014 - Present
Foreside Financial Group, LLC June 2009 - October 2014
Coast Asset Management August 2007 - March 2009
Investors Bank & Trust 1995 - 2007
Skills
Securities, Mutual Funds, Hedge Funds, Fund Of Funds, Alternative Investments, AML, Securities Regulation, Investments, Financial Services, Risk Management, Fixed Income, Investment Management, Due Diligence, Capital Markets
Education
Saint Louis University School of Law 1977 — 1980
JD, Law
Manhattanville College 1973 — 1977
Bachelor of Arts (BA), Biology and Political Science
Carol Consulting Group, LLC November 2014 - Present
Foreside Financial Group, LLC June 2009 - October 2014
Coast Asset Management August 2007 - March 2009
Investors Bank & Trust 1995 - 2007
Skills
Securities, Mutual Funds, Hedge Funds, Fund Of Funds, Alternative Investments, AML, Securities Regulation, Investments, Financial Services, Risk Management, Fixed Income, Investment Management, Due Diligence, Capital Markets
Education
Saint Louis University School of Law 1977 — 1980
JD, Law
Manhattanville College 1973 — 1977
Bachelor of Arts (BA), Biology and Political Science
Paul O'Malley's Coast Asset Management Experience 1993 - 1999
Job Owner at Providence Management
Industry Real Estate
Experience
Providence Management 2004 - Present
Mina Capital Management 2007 - 2010
Leadership Development International 1999 - 2007
Coast Asset Management 1993 - 1999
Citigroup 1990 - 1993
Accenture 1986 - 1988
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA
Iowa State University 1981 — 1986
BS
Providence Management 2004 - Present
Mina Capital Management 2007 - 2010
Leadership Development International 1999 - 2007
Coast Asset Management 1993 - 1999
Citigroup 1990 - 1993
Accenture 1986 - 1988
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA
Iowa State University 1981 — 1986
BS
Victor Wood, CFA's Coast Asset Management Experience July 1992 - February 2011
Job Quantitative Developer at T2AM, LLC
Industry Investment Management
Experience
T2AM, LLC November 2014 - Present
Independent February 2011 - November 2014
InvestCloud LLC August 2011 - November 2012
Coast Asset Management July 1992 - February 2011
Skills
Hedge Funds, Derivatives, Trading, Bloomberg, Market Data, Asset Managment, Investments, Equities, Alternative Investments, SQL, Portfolio Management, Trading Systems, Asset Management, SAS, C++, C#, Java, Financial Risk, Matlab, VB.NET, Financial Modeling, Fund Of Funds, Fixed Income, Capital Markets, Bonds, Equity Research, Quantitative Analytics, Hedging, Quantitative Investing, TradeStation, Reuters, Risk Management, Investment Management, Asset Allocation, Quantitative Finance, Equity Derivatives, Hedge Fund Replication, CRAN R-Project, @nalyst, VBA, Structured Finance
Education
University of California, Los Angeles 1988 — 1991
BA, Economics, Computer
T2AM, LLC November 2014 - Present
Independent February 2011 - November 2014
InvestCloud LLC August 2011 - November 2012
Coast Asset Management July 1992 - February 2011
Skills
Hedge Funds, Derivatives, Trading, Bloomberg, Market Data, Asset Managment, Investments, Equities, Alternative Investments, SQL, Portfolio Management, Trading Systems, Asset Management, SAS, C++, C#, Java, Financial Risk, Matlab, VB.NET, Financial Modeling, Fund Of Funds, Fixed Income, Capital Markets, Bonds, Equity Research, Quantitative Analytics, Hedging, Quantitative Investing, TradeStation, Reuters, Risk Management, Investment Management, Asset Allocation, Quantitative Finance, Equity Derivatives, Hedge Fund Replication, CRAN R-Project, @nalyst, VBA, Structured Finance
Education
University of California, Los Angeles 1988 — 1991
BA, Economics, Computer
Wayne Chang, CFA's Coast Asset Management Experience October 2004 - July 2005
Job Sr. Investment Analyst at Transamerica
Industry Investment Management
Experience
Transamerica Retirement Solutions August 2005 - Present
Coast Asset Management October 2004 - July 2005
Skills
Mutual Funds, Equities, Fixed Income, Investments, Portfolio Management, Investment Strategies
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1999 — 2001
MBA, Management/Finance
University of Southern California 1995 — 1999
Bachelor's degree, Finance
Transamerica Retirement Solutions August 2005 - Present
Coast Asset Management October 2004 - July 2005
Skills
Mutual Funds, Equities, Fixed Income, Investments, Portfolio Management, Investment Strategies
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1999 — 2001
MBA, Management/Finance
University of Southern California 1995 — 1999
Bachelor's degree, Finance
Vincent Messina's Coast Asset Management Experience June 1994 - October 2000
Job US Alternatives Director at Schroder Investment Management North America, Inc.
Industry Investment Management
Experience
Schroder Investment Management North America, Inc. May 2015 - Present
Third Wave Asset Management LLC July 2014 - May 2015
EMF Financial Products LLC January 2010 - July 2014
EMF Financial Products LLC April 2003 - January 2010
Maple Street Capital LLC August 2004 - May 2008
EMF Financial Products LLC October 2000 - April 2003
Coast Asset Management June 1994 - October 2000
Skills
Operations Management, Risk Management, Business Development, Fixed Income, Portfolio Management, Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Equities, Asset Managment, Derivatives, Valuation, Asset Allocation, Private Equity, Bloomberg, Investments, Executive Leadership, Finance, Problem Solving, Regulatory Compliance, Reporting, Programming, Process Improvement, Fund Allocation, Analytics, Strategic Planning, Software Development, Crisis Management, Clear Communication, Account Management, Bonds, Futures, Options, Interest Rate Swaps, Swaptions, Foreign Exchange, Exchange Server, SQL Server, SunGard Visual..., PerTrac, Office 365, C++, Visual Basic, Visual Studio, Cisco ASA Firewalls, Investor Due Diligence..., Business Continuity, Trade Execution &..., Contract Negotiation
Education
UCLA Anderson School of Management 1998 — 2001
Master of Business Administration (M.B.A.), Finance
University of California, Los Angeles 1990 — 1994
Bachelor's Degree, Computer Science and Engineering
Schroder Investment Management North America, Inc. May 2015 - Present
Third Wave Asset Management LLC July 2014 - May 2015
EMF Financial Products LLC January 2010 - July 2014
EMF Financial Products LLC April 2003 - January 2010
Maple Street Capital LLC August 2004 - May 2008
EMF Financial Products LLC October 2000 - April 2003
Coast Asset Management June 1994 - October 2000
Skills
Operations Management, Risk Management, Business Development, Fixed Income, Portfolio Management, Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Equities, Asset Managment, Derivatives, Valuation, Asset Allocation, Private Equity, Bloomberg, Investments, Executive Leadership, Finance, Problem Solving, Regulatory Compliance, Reporting, Programming, Process Improvement, Fund Allocation, Analytics, Strategic Planning, Software Development, Crisis Management, Clear Communication, Account Management, Bonds, Futures, Options, Interest Rate Swaps, Swaptions, Foreign Exchange, Exchange Server, SQL Server, SunGard Visual..., PerTrac, Office 365, C++, Visual Basic, Visual Studio, Cisco ASA Firewalls, Investor Due Diligence..., Business Continuity, Trade Execution &..., Contract Negotiation
Education
UCLA Anderson School of Management 1998 — 2001
Master of Business Administration (M.B.A.), Finance
University of California, Los Angeles 1990 — 1994
Bachelor's Degree, Computer Science and Engineering
Kenny Tai's Coast Asset Management Experience 2007 - 2009
Job Senior Associate at KPMG
Industry Management Consulting
Experience
KPMG October 2013 - Present
Cox Enterprises June 2012 - August 2012
Coast Asset Management 2007 - 2009
Chase 2005 - 2007
Skills
Financial Modeling, Asset Management, Bloomberg, Financial Analysis, Valuation, Asset Managment, Investments, Microsoft Excel, Microsoft Office, Strategy, Corporate Finance, Management Consulting
Education
Goizueta Business School, Emory University 2011 — 2013
MBA, Finance and Strategy
University of California, Los Angeles 2001 — 2005
B.A., Economics
KPMG October 2013 - Present
Cox Enterprises June 2012 - August 2012
Coast Asset Management 2007 - 2009
Chase 2005 - 2007
Skills
Financial Modeling, Asset Management, Bloomberg, Financial Analysis, Valuation, Asset Managment, Investments, Microsoft Excel, Microsoft Office, Strategy, Corporate Finance, Management Consulting
Education
Goizueta Business School, Emory University 2011 — 2013
MBA, Finance and Strategy
University of California, Los Angeles 2001 — 2005
B.A., Economics
Greg Shoemaker's Coast Asset Management Experience October 2002 - June 2009
Job Vice President at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group May 2010 - Present
Coast Asset Management October 2002 - June 2009
Skills
Credit Derivatives, CDO, Structured Products, Fixed Income, Financial Modeling, Credit Analysis, Valuation, Bloomberg, Leveraged Finance, Commercial Real Estate..., LBO, Venture Capital, Private Equity
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Fortress Investment Group May 2010 - Present
Coast Asset Management October 2002 - June 2009
Skills
Credit Derivatives, CDO, Structured Products, Fixed Income, Financial Modeling, Credit Analysis, Valuation, Bloomberg, Leveraged Finance, Commercial Real Estate..., LBO, Venture Capital, Private Equity
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Stefanie Dixon's Coast Asset Management Experience September 2006 - January 2012
Job Marketing Manager for Corporate Finance at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey January 2012 - Present
Coast Asset Management September 2006 - January 2012
Skills
Hedge Funds, Alternative Investments
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance
Houlihan Lokey January 2012 - Present
Coast Asset Management September 2006 - January 2012
Skills
Hedge Funds, Alternative Investments
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance
Eugene Lavrov, MBA's Coast Asset Management Experience February 2004 - November 2005
Job Associate at Zolfo Cooper
Industry Financial Services
Experience
Zolfo Cooper April 2015 - Present
Kaufman Hall June 2013 - April 2015
Vanderbilt University August 2011 - May 2013
Ernst & Young June 2012 - August 2012
Velocityhealth Securities, INC October 2011 - January 2012
Merrill Lynch September 2007 - July 2011
GKM Capital November 2005 - August 2007
Coast Asset Management February 2004 - November 2005
Skills
Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Valuation, Salesforce.com, DCF, WACC, DCF Valuation, M&A Modeling, M&A execution, M&A analysis, M&A support, Cross-border M&A, M&A Advisory Services, International M&A, Emerging Growth..., M&A work, Transactional Analysis, Anti-Kickback Statute, Corporate Advisory, Capital Raising, Capital Markets Advisory, 144A, Rule 144, 10b5-1 Plans, ESPP, Equity Plans, Restricted Stock, Non-Qualified, ACATS, DTC, Fedwire, US Treasuries, Front Office Trading..., Bloomberg Software, Section 16, Pre-IPO, Equity Capital Markets, Trade Sales, Transaction Support, Strategic M&A, International Joint..., Selling Businesses, Comparable Analysis, Precedent Transactions, Thomson One Analytics, Capital IQ, Factiva, Pitch Books
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Los Angeles 2002 — 2004
BA, Economics/International Area Studies
Zolfo Cooper April 2015 - Present
Kaufman Hall June 2013 - April 2015
Vanderbilt University August 2011 - May 2013
Ernst & Young June 2012 - August 2012
Velocityhealth Securities, INC October 2011 - January 2012
Merrill Lynch September 2007 - July 2011
GKM Capital November 2005 - August 2007
Coast Asset Management February 2004 - November 2005
Skills
Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Valuation, Salesforce.com, DCF, WACC, DCF Valuation, M&A Modeling, M&A execution, M&A analysis, M&A support, Cross-border M&A, M&A Advisory Services, International M&A, Emerging Growth..., M&A work, Transactional Analysis, Anti-Kickback Statute, Corporate Advisory, Capital Raising, Capital Markets Advisory, 144A, Rule 144, 10b5-1 Plans, ESPP, Equity Plans, Restricted Stock, Non-Qualified, ACATS, DTC, Fedwire, US Treasuries, Front Office Trading..., Bloomberg Software, Section 16, Pre-IPO, Equity Capital Markets, Trade Sales, Transaction Support, Strategic M&A, International Joint..., Selling Businesses, Comparable Analysis, Precedent Transactions, Thomson One Analytics, Capital IQ, Factiva, Pitch Books
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Los Angeles 2002 — 2004
BA, Economics/International Area Studies
Peter Fischler's Coast Asset Management Experience October 1994 - Present
Job Managing Director at Coast Asset Management
Industry Financial Services
Experience
Coast Asset Management October 1994 - Present
Sunset Blvd LLC June 2011 - December 2012
Cascada Way LLC January 2010 - April 2011
Kidder, Peabody January 1985 - September 1994
Education
Thunderbird School of Global Management 1981 — 1983
MBA, International Business
University of California, Irvine 1975 — 1980
Bachelor of Arts (BA), Social Ecology
Coast Asset Management October 1994 - Present
Sunset Blvd LLC June 2011 - December 2012
Cascada Way LLC January 2010 - April 2011
Kidder, Peabody January 1985 - September 1994
Education
Thunderbird School of Global Management 1981 — 1983
MBA, International Business
University of California, Irvine 1975 — 1980
Bachelor of Arts (BA), Social Ecology
Roger Hartley's Coast Asset Management Experience December 2007 - February 2009
Job Principal at Mitchell Hartley & Bechtel Advisers, LLC
Industry Investment Banking
Experience
Mitchell Hartley & Bechtel Advisers, LLC December 2009 - Present
N/A March 2009 - December 2009
Coast Asset Management December 2007 - February 2009
Putnam Lovell 2002 - December 2007
Putnam Lovell 1997 - 2002
Union Bank of California 1985 - 1997
Standard Chartered Bank 1981 - 1985
Education
University of Oxford 1978 — 1981
MA, Politics, Philosophy and Economics
Mitchell Hartley & Bechtel Advisers, LLC December 2009 - Present
N/A March 2009 - December 2009
Coast Asset Management December 2007 - February 2009
Putnam Lovell 2002 - December 2007
Putnam Lovell 1997 - 2002
Union Bank of California 1985 - 1997
Standard Chartered Bank 1981 - 1985
Education
University of Oxford 1978 — 1981
MA, Politics, Philosophy and Economics
Sheri (Clarke) Grether's Coast Asset Management Experience 2003 - 2005
Job Paralegal at The Greenbrier Companies
Industry Transportation/Trucking/Railroad
Experience
The Greenbrier Companies November 2005 - Present
Coast Asset Management 2003 - 2005
Vincent P. Cacciottoli, P.C. 1994 - 2003
Coin Meter Company 1992 - 1994
Black Helterline LLP 1988 - 1992
Skills
Corporate Governance, Legal Compliance, Employment Law, Contract Management, Process Improvement, Project Management, PowerPoint
Education
Portland State University 1974 — 1981
BA, Mathematics
The Greenbrier Companies November 2005 - Present
Coast Asset Management 2003 - 2005
Vincent P. Cacciottoli, P.C. 1994 - 2003
Coin Meter Company 1992 - 1994
Black Helterline LLP 1988 - 1992
Skills
Corporate Governance, Legal Compliance, Employment Law, Contract Management, Process Improvement, Project Management, PowerPoint
Education
Portland State University 1974 — 1981
BA, Mathematics
Christian Bateson's Coast Asset Management Experience February 2009 - April 2009
Job Fixed Income Sales at Imperial Capital LLC
Industry Financial Services
Experience
Imperial Capital LLC April 2009 - Present
Coast Asset Management February 2009 - April 2009
JP Morgan June 2008 - November 2008
Bear Stearns July 1999 - May 2008
Education
Dartmouth College 1995 — 1999
Phillips Academy
Imperial Capital LLC April 2009 - Present
Coast Asset Management February 2009 - April 2009
JP Morgan June 2008 - November 2008
Bear Stearns July 1999 - May 2008
Education
Dartmouth College 1995 — 1999
Phillips Academy
Ryan Delaney, CFA's Coast Asset Management Experience June 2003 - December 2009
Job Chief Financial Officer at Integrated Wealth Management
Industry Financial Services
Experience
Integrated Wealth Management February 2015 - Present
Morgan Stanley November 2010 - February 2015
Camden Asset Management January 2010 - October 2010
Coast Asset Management June 2003 - December 2009
PAAMCO - Pacific Alternative Asset Management Company June 1995 - May 2003
Skills
Alternative Investments, Risk Management, Due Diligence, Hedge Funds, Fund Of Funds, Fixed Income, Asset Management, Equities, Hedging, Investment Strategies, Financial Risk, Asset Allocation, Bloomberg, Investment Management, Mutual Funds, Investments
Education
University of California, Riverside 1992 — 1995
BA, Economics
Integrated Wealth Management February 2015 - Present
Morgan Stanley November 2010 - February 2015
Camden Asset Management January 2010 - October 2010
Coast Asset Management June 2003 - December 2009
PAAMCO - Pacific Alternative Asset Management Company June 1995 - May 2003
Skills
Alternative Investments, Risk Management, Due Diligence, Hedge Funds, Fund Of Funds, Fixed Income, Asset Management, Equities, Hedging, Investment Strategies, Financial Risk, Asset Allocation, Bloomberg, Investment Management, Mutual Funds, Investments
Education
University of California, Riverside 1992 — 1995
BA, Economics
Susan Winnick Dinielli's Coast Asset Management Experience May 2010 - April 2012
Job Head of Investor Relations at Peridiem Global Investors LLC
Industry Financial Services
Experience
Peridiem Global Investors LLC April 2013 - Present
Cantor Fitzgerald Investment Advisors April 2012 - April 2013
Coast Asset Management May 2010 - April 2012
Laurus Capital Management July 2008 - September 2009
Weston Capital Management, LLC 2006 - 2008
Commonfund 1999 - 2004
American Skandia 1996 - 1999
Union Trust Company 1988 - 1994
Skills
Hedge Funds, Investor Relations, Fund Of Funds, Alternative Investments, Equities, Asset Management, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity, Investments, Due Diligence, Portfolio Management, Capital Markets
Education
Trinity College-Hartford 1984 — 1988
BA, English
Peridiem Global Investors LLC April 2013 - Present
Cantor Fitzgerald Investment Advisors April 2012 - April 2013
Coast Asset Management May 2010 - April 2012
Laurus Capital Management July 2008 - September 2009
Weston Capital Management, LLC 2006 - 2008
Commonfund 1999 - 2004
American Skandia 1996 - 1999
Union Trust Company 1988 - 1994
Skills
Hedge Funds, Investor Relations, Fund Of Funds, Alternative Investments, Equities, Asset Management, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity, Investments, Due Diligence, Portfolio Management, Capital Markets
Education
Trinity College-Hartford 1984 — 1988
BA, English
Sahiti Vyasamneni's Coast Asset Management Experience February 2008 - June 2009
Job Manager of Technical Operations at Symantec
Industry Computer Software
Experience
Symantec November 2013 - Present
Symantec January 2012 - October 2013
LiveOffice August 2010 - January 2012
Tennenbaum Capital Partners, LLC February 2010 - July 2010
Coast Asset Management February 2008 - June 2009
Skills
Microsoft SQL Server, Java, SQL, Agile Methodologies, C#, Requirements Analysis, IIS, Cloud Computing, Integration, SDLC, SOA, SaaS, Scrum, Software Development, Web Services, XML
Education
California State University-Long Beach 2006 — 2008
Masters, Computer Science
RKNEC Nagpur 2002 — 2005
Bachelor of Engineering (BE), Electronics and design
Symantec November 2013 - Present
Symantec January 2012 - October 2013
LiveOffice August 2010 - January 2012
Tennenbaum Capital Partners, LLC February 2010 - July 2010
Coast Asset Management February 2008 - June 2009
Skills
Microsoft SQL Server, Java, SQL, Agile Methodologies, C#, Requirements Analysis, IIS, Cloud Computing, Integration, SDLC, SOA, SaaS, Scrum, Software Development, Web Services, XML
Education
California State University-Long Beach 2006 — 2008
Masters, Computer Science
RKNEC Nagpur 2002 — 2005
Bachelor of Engineering (BE), Electronics and design
Stephen Jimenez's Coast Asset Management Experience July 2006 - May 2010
Job Sales Consultant At Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management February 2014 - Present
Capital Raising Advisor June 2012 - Present
AVM Lp May 2010 - May 2012
Coast Asset Management July 2006 - May 2010
Skills
Hedge Fund & Fund of..., Commodity Trading..., Fund Of Funds, Hedge Funds, Fixed Income, Asset Allocation, Investment Strategies, Investments, Hedging, Institutional..., Risk Management, Investor Relations, Alternative Investments, Asset Managment, Portfolio Management, Trading, Derivatives, Bloomberg, Capital Markets, Asset Management, Structured Products, Securities, Options, Bonds, Investment Management
Education
Claremont McKenna College
University of Washington
BA, Economics
Thornburg Investment Management February 2014 - Present
Capital Raising Advisor June 2012 - Present
AVM Lp May 2010 - May 2012
Coast Asset Management July 2006 - May 2010
Skills
Hedge Fund & Fund of..., Commodity Trading..., Fund Of Funds, Hedge Funds, Fixed Income, Asset Allocation, Investment Strategies, Investments, Hedging, Institutional..., Risk Management, Investor Relations, Alternative Investments, Asset Managment, Portfolio Management, Trading, Derivatives, Bloomberg, Capital Markets, Asset Management, Structured Products, Securities, Options, Bonds, Investment Management
Education
Claremont McKenna College
University of Washington
BA, Economics
Michael Welch's Coast Asset Management Experience June 2003 - November 2009
Job Managing Director at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management January 2012 - Present
Robeco-Sage January 2010 - October 2011
Coast Asset Management June 2003 - November 2009
Lazard Asset Management November 1999 - May 2003
Merrill Lynch April 1994 - November 1999
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Managment, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Equities, Fixed Income, Investment Management, Mutual Funds, Private Equity, Series 7, Investment Advisory, Capital Markets, Wealth Management, Bloomberg, Institutional..., Asset Management
Education
University of Arizona 1987 — 1992
BA, Political Science, Finance
Rothschild Asset Management January 2012 - Present
Robeco-Sage January 2010 - October 2011
Coast Asset Management June 2003 - November 2009
Lazard Asset Management November 1999 - May 2003
Merrill Lynch April 1994 - November 1999
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Managment, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Equities, Fixed Income, Investment Management, Mutual Funds, Private Equity, Series 7, Investment Advisory, Capital Markets, Wealth Management, Bloomberg, Institutional..., Asset Management
Education
University of Arizona 1987 — 1992
BA, Political Science, Finance
James Nguyen-Truong's Coast Asset Management Experience July 2014 - March 2015
Job Accounting Associate at Coast Asset Management
Industry Financial Services
Experience
Dk Express May 2015 - Present
Gress Income Tax January 2015 - Present
Coast Asset Management July 2014 - March 2015
Deutsche Bank July 2011 - April 2014
Deustche Bank February 2006 - July 2011
Skills
Equities, Bloomberg, Fixed Income, Capital Markets
Education
California State University-Long Beach 2001 — 2005
Bachelor's Degree, Business/Managerial Economics
Dk Express May 2015 - Present
Gress Income Tax January 2015 - Present
Coast Asset Management July 2014 - March 2015
Deutsche Bank July 2011 - April 2014
Deustche Bank February 2006 - July 2011
Skills
Equities, Bloomberg, Fixed Income, Capital Markets
Education
California State University-Long Beach 2001 — 2005
Bachelor's Degree, Business/Managerial Economics
Joshua Riggins's Coast Asset Management Experience August 2005 - February 2007
Job Senior IT Specialist at The Tech Info Group, LLC
Industry Information Technology and Services
Experience
The Tech Info Group, LLC 2012 - Present
Maui Toys, Inc. February 2007 - April 2010
Coast Asset Management August 2005 - February 2007
US Navy September 1999 - September 2003
Skills
Microsoft Office, Windows, SQL Server, Troubleshooting, Customer Relations, Operating Systems, Active Directory, Excel, Customer Service, Computer Hardware, Documentation, Databases, XP, Problem Solving, Word, Hardware, Servers, Administration, Budgeting, OSX, Blackberry Enterprise..., Handheld, Sonicwall, Network Administration, IT Asset Management, Desktop Support, VPN, Software Installation, Windows Server, System Deployment, System Administration, DHCP, WSUS, Windows XP, Microsoft Exchange, Disaster Recovery, Cisco Technologies, SAN, IT Management, Help Desk Support, Networking, Information Technology, Virtualization, Infrastructure, LAN-WAN, Project Management, VoIP, VMware, Storage, Cloud Computing
Education
Santa Monica College 2010 — 2012
Associate of Arts (A.A.), General Science
The Tech Info Group, LLC 2012 - Present
Maui Toys, Inc. February 2007 - April 2010
Coast Asset Management August 2005 - February 2007
US Navy September 1999 - September 2003
Skills
Microsoft Office, Windows, SQL Server, Troubleshooting, Customer Relations, Operating Systems, Active Directory, Excel, Customer Service, Computer Hardware, Documentation, Databases, XP, Problem Solving, Word, Hardware, Servers, Administration, Budgeting, OSX, Blackberry Enterprise..., Handheld, Sonicwall, Network Administration, IT Asset Management, Desktop Support, VPN, Software Installation, Windows Server, System Deployment, System Administration, DHCP, WSUS, Windows XP, Microsoft Exchange, Disaster Recovery, Cisco Technologies, SAN, IT Management, Help Desk Support, Networking, Information Technology, Virtualization, Infrastructure, LAN-WAN, Project Management, VoIP, VMware, Storage, Cloud Computing
Education
Santa Monica College 2010 — 2012
Associate of Arts (A.A.), General Science
Helen Moseley's Coast Asset Management Experience February 2007 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
Coast Asset Management February 2007 - January 2009
DARRELL MIERS, Entrepreneur July 2005 - January 2007
Palmeri Fund Administrators January 2003 - December 2004
SSI Investment Management January 1999 - June 2001
Education
University of California, Riverside
B.S., Economics
Coast Asset Management February 2007 - January 2009
DARRELL MIERS, Entrepreneur July 2005 - January 2007
Palmeri Fund Administrators January 2003 - December 2004
SSI Investment Management January 1999 - June 2001
Education
University of California, Riverside
B.S., Economics
Amy Blackwell's Coast Asset Management Experience April 2002 - August 2002
Job Director, Assistant Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2015 - Present
UBS Financial Services Inc. November 2011 - February 2015
UBS Financial Services Inc. July 2006 - November 2011
UBS Financial Services Inc. September 2002 - July 2006
Coast Asset Management April 2002 - August 2002
Education
Florida State University 1998 — 2001
MS, Communications
UBS Financial Services Inc. March 2015 - Present
UBS Financial Services Inc. November 2011 - February 2015
UBS Financial Services Inc. July 2006 - November 2011
UBS Financial Services Inc. September 2002 - July 2006
Coast Asset Management April 2002 - August 2002
Education
Florida State University 1998 — 2001
MS, Communications
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY