Coastwise Capital Group, LLC

Coastwise Capital Group, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Coastwise Capital Group, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Coastwise Capital Group, LLC Salaries. You can even request information on how much does Coastwise Capital Group, LLC pay if you want to. Learn about salaries, pros and cons of working for Coastwise Capital Group, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

16 Coastwise Capital Group, LLC employees in database. Find out everything there's to know about Coastwise Capital Group, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Coastwise Capital Group, LLC Employees

Employee
Years
Job
Industry
Bonnie Sykes Bonnie Sykes Newport Beach, California Details
Bonnie Sykes's Coastwise Capital Group, LLC Experience October 2014 - December 2014
Job Gradute of University of California, San Diego
Industry Financial Services
Experience
Coastwise Capital Group, LLC   October 2014 - December 2014
Nordstrom  July 2012 - August 2014

Skills
Microsoft Excel, Photoshop, Stata, Microsoft Word, Communication, Sales, Customer Service, Time Management, Social Media Marketing, Teamwork, Leadership

Education
University of California, San Diego   2012 — 2014
Bachelor's Degree, Economics

Università Commerciale 'Luigi Bocconi'   2013 — 2013
Economics

Stephanie Manley, CFA Stephanie Manley, CFA Washington D.C. Metro Area Details
Stephanie Manley, CFA's Coastwise Capital Group, LLC Experience March 2008 - July 2011
Job Senior Analyst, Valuation at EY
Industry Financial Services
Experience
EY  August 2014 - Present
EY  August 2011 - June 2014
Coastwise Capital Group, LLC   March 2008 - July 2011
University of California at San Diego  September 2007 - June 2008

Education
University of California, San Diego   2004 — 2008
B.A. (Summa Cum Laude), Economics

Lauren Doffing Lauren Doffing Greater San Diego Area Details
Lauren Doffing's Coastwise Capital Group, LLC Experience November 2009 - March 2012
Job Production Manager at CMG Financial
Industry Investment Management
Experience
CMG Financial  October 2012 - Present
Prospect Financial Group, Inc.   March 2012 - September 2012
Coastwise Capital Group, LLC   November 2009 - March 2012
TaylorMade-adidas Golf  October 2008 - February 2009
AppleOne Employment Services  January 2007 - September 2008
Islands Restaurants  January 2003 - December 2006

Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Quickbooks, Investment Management, Internet Savvy, Recruitment/Retention, Bookkeeping, Financial Management, Payroll Administration, Hedge Funds, Website Management, Vendor Relations, Office Decor, Confidentiality, Customer Service, Outlook, Payroll, QuickBooks

Education
UCSD Extension   2009 — 2014
Human Resources Management

California State University-Long Beach   2000 — 2004
B.A, Speech Communications; Interpersonal and Organizational

Andrew Hallengren Andrew Hallengren San Francisco Bay Area Details
Andrew Hallengren's Coastwise Capital Group, LLC Experience December 2009 - June 2010
Job Investment Strategist, Money Intel
Industry Financial Services
Experience
Money Intel   August 2013 - Present
Grunion Capital Management   July 2010 - July 2013
Coastwise Capital Group, LLC   December 2009 - June 2010

Skills
Portfolio Management, Hedge Funds, Equities, Investment Strategies, Investments, Asset Managment, Trading, Equity Valuation, Financial Modeling, Financial Analysis, Options, Equity Research, Equity Derivatives, Microsoft Excel, Bloomberg, Valuation, Securities, 401k, ERISA, Defined Contribution, Defined Benefit, Bloomberg Terminal, Investment Advisory, Economics, Series 65, Asset Management

Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics

Jim Cable Jim Cable Orange County, California Area Details
Jim Cable's Coastwise Capital Group, LLC Experience 2012 - 2014
Job Investment Advisor Representative/Airline Captain
Industry Investment Management
Experience
American Financial Advisors, Inc.   2014 - Present
American Airlines  1984 - Present
Coastwise Capital Group, LLC   2012 - 2014
Western International Securities  2008 - 2012

Skills
Investments, Portfolio Management, Wealth Management, Securities, Investment Strategies, Financial Services, Finance, Asset Management, Investment Advisory, Insurance, Corporate Finance, Equities, Asset Managment, Flights, Wealth, Commercial Aviation, Airlines, Piloting, Asset, Airports, High Net Worth..., trading, secruities, portfolios, financial analysis, long term care, disability

Education
California State University-Long Beach
Bachelor of Science, Business

Huntington Beach High School

Erica Matsushima, CPA Erica Matsushima, CPA Greater Boston Area Details
Erica Matsushima, CPA's Coastwise Capital Group, LLC Experience February 2011 - August 2011
Job Assurance Senior Associate at PwC
Industry Real Estate
Experience
PwC  June 2015 - Present
PwC  September 2012 - July 2015
Coastwise Capital Group, LLC   February 2011 - August 2011

Skills
Stata: Data Analysis..., Quickbooks, Microsoft Office, Mac OS X, Windows XP Professional, QuickBooks, Accounting, Microsoft Excel, Windows XP, Economics, OS X, Stata, Management

Education
The University of Chicago Booth School of Business   2014 — 2014
Summer Business Scholars Program

University of California, San Diego   2008 — 2012
B.S, Management Science, Minor in Accounting, With Highest Distinction

Seneca Hampton Seneca Hampton Greater San Diego Area Details
Seneca Hampton's Coastwise Capital Group, LLC Experience June 2013 - Present
Job Director of Operations at Coastwise Capital Group, LLC
Industry Real Estate
Experience
Coastwise Capital Group, LLC   June 2013 - Present
The Rock Church  March 2011 - May 2013
Apple Retail  2007 - 2011

Skills
Public Speaking, Social Networking, Social Media Marketing, Web Design, Volunteer Management, Team Leadership, Project Management, Strategic Planning, Business Development, Event Management, Facebook, Leadership, Sales, Program Management, Communication, Marketing Strategy

Education
San Diego Mesa College   2011 — 2014
Bachelor of Business Administration (B.B.A.)

Santa Monica College   2009 — 2011
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services

Penn State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Joclyn McManimen Joclyn McManimen Greater San Diego Area Details
Joclyn McManimen's Coastwise Capital Group, LLC Experience March 2008 - August 2012
Job Event Coordinator at The Active Network
Industry Marketing and Advertising
Experience
The Active Network  January 2013 - Present
MJD Interactive  September 2012 - January 2013
The New Children's Museum  March 2010 - August 2012
Coastwise Capital Group, LLC   March 2008 - August 2012
Coastwise Capital Group, LLC   August 2007 - March 2008
Coastwise Capital Group, LLC   August 2006 - August 2007
National Cinema Network  December 2000 - July 2004

Skills
Investments, Hedge Funds, Investment Advisory, Social Media Marketing, Event Marketing, Event Management, Website Management, Press Releases, Organizing, Project Execution, Client Communications, Client Services, Client Development, Junxure, Project Management, Financial Services, Logistics Management, Sales, Microsoft Excel, Direct Marketing, Vendor Contracts, Event Planning, Vendor Relationships

Education
University of California, San Diego
BA, Communications

Series 65 Licensed

Ulysses S. Grant High School   1996 — 2000

Natalie Reyes Natalie Reyes Orange County, California Area Details
Natalie Reyes's Coastwise Capital Group, LLC Experience 2008 - 2009
Job Commercial Lines Underwriter at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  June 2010 - Present
Metropolitan Life Insurane   January 2009 - June 2010
Coastwise Capital Group, LLC   2008 - 2009

Skills
Bilingual, Computer Proficiency, Data Analysis, Financial Analysis, Risk Assessment, Property & Casualty..., CPCU, Underwriting, Inland Marine, General Insurance, Commercial Lines, Commercial Insurance, Casualty, Life Insurance, Workers Compensation, Insurance, Legal Liability, Professional Liability, Umbrella Insurance, Casualty Insurance, D, Employment Practices..., Liability

Education
University of Southern California   2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services

University of California, San Diego   2006 — 2010
Bachelor of Arts (B.A.), Economics

Rick Saxe Rick Saxe New York, New York Details
Rick Saxe's Coastwise Capital Group, LLC Experience October 2011 - June 2012
Job Ambassador at Group.Market
Industry
Experience
Group.Market   August 2015 - Present
Loeb Enterprises  June 2015 - August 2015
National Hockey League  June 2014 - August 2014
National Football League  January 2014 - February 2014
Coastwise Capital Group, LLC   October 2011 - June 2012

Education
Cornell University   2013 — 2016
Bachelor of Science, Industrial and Labor Relations, GPA: 3.85

UNSW Australia   2015 — 2015
Bachelor’s Degree, Business Administration and Management, General

Bar-Ilan University   2012 — 2013

Erin McKey Erin McKey San Diego, California Details
Erin McKey's Coastwise Capital Group, LLC Experience November 2013 - May 2014
Job Accounting Assistant, Ballast Point
Industry Financial Services
Experience
Ballast Point Brewing & Spirits  May 2015 - Present
SolSource Logistics and E&H Transport Network  March 2015 - May 2015
UCSD Business Services   May 2013 - March 2015
Ucsd Model United Nations   September 2013 - February 2015
Whole Planet Foundation   September 2013 - December 2014
County of San Diego  August 2014 - November 2014
Coastwise Capital Group, LLC   November 2013 - May 2014
UCSD Recreation  April 2013 - April 2014
UCSD Office of Graduate Studies   April 2013 - September 2013

Skills
Communication, First Aid, Adult CPR, Leadership, JavaScript, Microsoft Excel, Microsoft Office, Matlab, Telephone Reception, Office Administration, Teamwork, Public Speaking, Interpersonal..., Program Budgeting, Critical Thinking, Customer Service

Education
University of California, San Diego   2011 — 2015
Management Science, Economics

Center High School   2007 — 2011
High School Diploma

Jonathan Fatahi Jonathan Fatahi Greater San Diego Area Details
Jonathan Fatahi's Coastwise Capital Group, LLC Experience June 2010 - December 2010
Job Sr. Financial Analyst at Thermo Fisher Scientific
Industry Biotechnology
Experience
Thermo Fisher Scientific  April 2015 - Present
Sundevil Competitive Basketball   September 2014 - Present
Thermo Fisher Scientific  August 2013 - April 2015
Thermo Fisher Scientific (Formerly Life Technologies)   July 2011 - July 2013
Leucadia Pizzeria & Italian Restaurant   January 2006 - July 2011
Coastwise Capital Group, LLC   June 2010 - December 2010

Skills
Financial Analysis, Leadership, Management, Forecasting, Variance Analysis, Financial Modeling, Financial Reporting, Process Improvement, Variance Explanations, Essbase, Hyperion Planning, Cognos, SAP, Microsoft Office..., E1

Education
San Diego State University-California State University
Bachelor of Science, Business Administration, Finance

Brett Rechel, CFA Brett Rechel, CFA Greater San Diego Area Details
Brett Rechel, CFA's Coastwise Capital Group, LLC Experience June 2012 - March 2014
Job G&R Managing Principal
Industry Investment Management
Experience
G & R Capital Partners, LLC   January 2009 - Present
Coastwise Capital Group, LLC   June 2012 - March 2014
Bricoleur Capital Management LLC   May 2007 - December 2008
Stonehenge Partners, Inc.   2005 - 2006
Rainmaker Holdings, LLC   2003 - 2004
Friedman Billings Ramsey & Co.   May 2001 - October 2003
KeyBanc Capital Markets  May 2000 - May 2001
Ernst & Young  May 1999 - May 2000

Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Mergers, Due Diligence, Corporate Finance, Investments, Capital Markets, LBO, Financial Analysis, Asset Managment, Equities, Hedge Funds, Corporate Development, Wealth Management, Options, Hedging, High Net Worth..., Trading, Venture Capital, Strategy, Risk Management, Entrepreneurship, Executive Management, Private Placements, IPO, Alternative Investments, Investment Management, Equity Research, Investment Strategies, Business Development, Leveraged Finance, Asset Allocation, Structured Finance, Investor Relations, Business Valuation, Acquisition Integration

Education
Northwestern University - Kellogg School of Management   2006 — 2007
MBA, Marketing

University of Notre Dame - Mendoza College of Business   1999 — 2000
MSA, Accounting

University of Notre Dame - Mendoza College of Business   1995 — 1999
BBA, Finance and Business Economics

Gilmour Academy   1991 — 1995

Kevin Yang, C.P.A. Kevin Yang, C.P.A. Greater Los Angeles Area Details
Kevin Yang, C.P.A.'s Coastwise Capital Group, LLC Experience April 2008 - October 2008
Job Senior Financial Analyst at 20th Century Fox
Industry Entertainment
Experience
Fox (Film, TV & Sports)   December 2014 - Present
Ares Management  July 2012 - December 2014
e-Fang Accountancy Corp.   August 2009 - June 2012
Janssen Southwest Inc.   June 2010 - June 2010
Coastwise Capital Group, LLC   April 2008 - October 2008
DB YOUTH HOOPS   July 2005 - August 2005

Skills
Quickbooks, Lacerte, Peachtree, Ultra Tax CS, Microsoft Office, Sage 50, QuickBooks, Accounting, Microsoft Excel, Microsoft Word

Education
University of California, San Diego   2004 — 2009
BA, Economics

University of California, Riverside   2009 — 2010
Accounting Certificate, Accounting