CONCERT Global Group Ltd.
Industry: Company
DescriptionFounded: 2005 Subsidiary: Concert Advisor Solutions, Inc
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CONCERT Global Group Ltd. Employees
Employee
Years
Job
Industry
Kevin Latta Kevin Latta's CONCERT Global Group Ltd. Experience April 2012 - April 2013
Job Associate at Stonegate Capital Partners
Industry Investment Banking
Experience
Stonegate Capital Partners December 2013 - Present
CONCERT Global Group Ltd. April 2012 - April 2013
CONCERT Global Group Ltd. January 2012 - April 2012
San Jose Academy of Music January 2011 - June 2011
Skills
Financial Analysis, Microsoft Excel, Asset Management, Investment Strategies, Communication Skills, Wealth Management, Accounting, Investments, Microsoft Word, Access, Stealth, PowerPoint, Microsoft Office, Market Research, Team Synergy, Smooth Jazz, Cash Flow, Business Planning, Forecasting, Team Building, Business Analysis, User Friendly, Eco Friendly, Dynamics, Film Criticism, Synergies, Operations Management, Strategic Planning, Smalltalk, Management Consulting, Start-ups, Finance, Public Speaking, Social Networking, Social Media
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor's Degree, Commerce, Finance, Alumni
Hillcrest High School
Stonegate Capital Partners December 2013 - Present
CONCERT Global Group Ltd. April 2012 - April 2013
CONCERT Global Group Ltd. January 2012 - April 2012
San Jose Academy of Music January 2011 - June 2011
Skills
Financial Analysis, Microsoft Excel, Asset Management, Investment Strategies, Communication Skills, Wealth Management, Accounting, Investments, Microsoft Word, Access, Stealth, PowerPoint, Microsoft Office, Market Research, Team Synergy, Smooth Jazz, Cash Flow, Business Planning, Forecasting, Team Building, Business Analysis, User Friendly, Eco Friendly, Dynamics, Film Criticism, Synergies, Operations Management, Strategic Planning, Smalltalk, Management Consulting, Start-ups, Finance, Public Speaking, Social Networking, Social Media
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor's Degree, Commerce, Finance, Alumni
Hillcrest High School
Alexei Pizarev Alexei Pizarev's CONCERT Global Group Ltd. Experience September 2012 - April 2013
Job Team Lead, Campaign Management at ADARA, Inc.
Industry Marketing and Advertising
Experience
ADARA, Inc. March 2015 - Present
Adara September 2014 - February 2015
Adara May 2013 - August 2014
CONCERT Global Group Ltd. September 2012 - April 2013
UC Santa Barbara January 2012 - June 2012
PR Newswire June 2011 - September 2011
Skills
Project Management, Team Leadership, Social Media, Facebook, Digital Marketing, Online Marketing, Advertising, Blogging, Public Relations, Marketing, Web Marketing, Social Media Marketing, Press Releases, Microsoft Office, Marketing Strategy, Strengthening Client..., Digital Media, Research, Copywriting, Website Development, PowerPoint, Editing, Email Marketing, New Media, Marketing Communications, SEO, Wordpress, Print Advertising, Online Campaign..., Optimization, Event Planning, Customer Service, Account Management, Online Advertising
Education
University of California, Santa Barbara 2008 — 2012
B.A., Commuication
Bellarmine College Preparatory 2004 — 2008
ADARA, Inc. March 2015 - Present
Adara September 2014 - February 2015
Adara May 2013 - August 2014
CONCERT Global Group Ltd. September 2012 - April 2013
UC Santa Barbara January 2012 - June 2012
PR Newswire June 2011 - September 2011
Skills
Project Management, Team Leadership, Social Media, Facebook, Digital Marketing, Online Marketing, Advertising, Blogging, Public Relations, Marketing, Web Marketing, Social Media Marketing, Press Releases, Microsoft Office, Marketing Strategy, Strengthening Client..., Digital Media, Research, Copywriting, Website Development, PowerPoint, Editing, Email Marketing, New Media, Marketing Communications, SEO, Wordpress, Print Advertising, Online Campaign..., Optimization, Event Planning, Customer Service, Account Management, Online Advertising
Education
University of California, Santa Barbara 2008 — 2012
B.A., Commuication
Bellarmine College Preparatory 2004 — 2008
Andrew Norell Andrew Norell's CONCERT Global Group Ltd. Experience October 2011 - May 2012
Job Advisor Relations Consultant at Loring Ward
Industry Financial Services
Experience
Loring Ward June 2014 - Present
CONCERT Wealth Management, Inc. March 2014 - June 2014
Concert Wealth Management, Inc. September 2012 - June 2014
CONCERT Global Group Ltd. October 2011 - May 2012
Santa Clara University June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Stata, Access, Research, Management
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Economics
Loring Ward June 2014 - Present
CONCERT Wealth Management, Inc. March 2014 - June 2014
Concert Wealth Management, Inc. September 2012 - June 2014
CONCERT Global Group Ltd. October 2011 - May 2012
Santa Clara University June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Stata, Access, Research, Management
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Economics
Gilbert Szeto Gilbert Szeto's CONCERT Global Group Ltd. Experience August 2013 - July 2014
Job Equity Management at Armanino LLP
Industry Financial Services
Experience
Armanino LLP July 2015 - Present
Kranz & Associates January 2015 - August 2015
Stock & Option Solutions July 2014 - December 2014
Jawbone July 2014 - December 2014
CONCERT Global Group Ltd. August 2013 - July 2014
OptionEase, Inc. July 2010 - July 2013
OptionEase, Inc. November 2009 - July 2010
Stock & Option Solutions 2005 - 2009
Countrywide 2004 - 2006
AIG 1998 - 2000
Skills
Business Strategy, SaaS, Relationship Management, Executive Pay, Business Development, Strategic Planning, Mergers & Acquisitions, Mergers, Account Management, Financial Services, Social Media Marketing, Product Management, Equities, Start-ups, Benefits Administration, Enterprise Software, Customer Service, Team Building, Contract Negotiation, CRM, Human Resources, Process Improvement, Securities, Accounting, Project Management, New Business Development, Analysis, Management Consulting, Business Planning, Risk Management, Sales Management, Salesforce.com, Business Intelligence, Small Business, Team Management, Marketing Strategy, Investments, Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Economics
Armanino LLP July 2015 - Present
Kranz & Associates January 2015 - August 2015
Stock & Option Solutions July 2014 - December 2014
Jawbone July 2014 - December 2014
CONCERT Global Group Ltd. August 2013 - July 2014
OptionEase, Inc. July 2010 - July 2013
OptionEase, Inc. November 2009 - July 2010
Stock & Option Solutions 2005 - 2009
Countrywide 2004 - 2006
AIG 1998 - 2000
Skills
Business Strategy, SaaS, Relationship Management, Executive Pay, Business Development, Strategic Planning, Mergers & Acquisitions, Mergers, Account Management, Financial Services, Social Media Marketing, Product Management, Equities, Start-ups, Benefits Administration, Enterprise Software, Customer Service, Team Building, Contract Negotiation, CRM, Human Resources, Process Improvement, Securities, Accounting, Project Management, New Business Development, Analysis, Management Consulting, Business Planning, Risk Management, Sales Management, Salesforce.com, Business Intelligence, Small Business, Team Management, Marketing Strategy, Investments, Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Economics
Jay Bhula Jay Bhula's CONCERT Global Group Ltd. Experience September 2012 - January 2013
Job Newmark Realty Capital, Inc.
Industry Commercial Real Estate
Experience
Newmark Realty Capital, Inc. September 2014 - Present
Newmark Realty Capital, Inc. May 2014 - August 2014
BPR Properties September 2013 - May 2014
CONCERT Global Group Ltd. September 2012 - January 2013
CONCERT Global Group Ltd. May 2012 - August 2012
Santa Clara University August 2011 - January 2012
Best Western PLUS Inn June 2009 - September 2010
Skills
Accounting, Customer Service, Research, Management, Accounts Payable, Marketing Strategy, Accounts Receivable, QuickBooks, Financial Analysis, Microsoft Excel, Access, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Wealth Management, Creative Problem Solving, Team Building, Business Planning, Start-ups, Outlook, Public Speaking, Strategic Planning, Forecasting, Event Planning, Salesforce.com, Strategic Financial..., Spanish, Investments
Education
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Finance, General
Newmark Realty Capital, Inc. September 2014 - Present
Newmark Realty Capital, Inc. May 2014 - August 2014
BPR Properties September 2013 - May 2014
CONCERT Global Group Ltd. September 2012 - January 2013
CONCERT Global Group Ltd. May 2012 - August 2012
Santa Clara University August 2011 - January 2012
Best Western PLUS Inn June 2009 - September 2010
Skills
Accounting, Customer Service, Research, Management, Accounts Payable, Marketing Strategy, Accounts Receivable, QuickBooks, Financial Analysis, Microsoft Excel, Access, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Wealth Management, Creative Problem Solving, Team Building, Business Planning, Start-ups, Outlook, Public Speaking, Strategic Planning, Forecasting, Event Planning, Salesforce.com, Strategic Financial..., Spanish, Investments
Education
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Finance, General
Kim Gardner Kim Gardner's CONCERT Global Group Ltd. Experience July 2011 - August 2013
Job Harnessing the Power of Words
Industry Writing and Editing
Experience
MatchPoint Solutions at Equinix April 2014 - August 2014
ProMatch October 2013 - May 2014
CONCERT Global Group Ltd. July 2011 - August 2013
Self employed January 2007 - August 2011
Hitachi Data Systems September 1994 - October 2006
Comtech Services, Inc. March 1992 - September 1994
Skills
Newsletters, Publications, Press Releases, Content Development, Copy Editing, Structured Authoring, Publishing, Marketing, Microsoft Office, Single Sourcing, Technical Editing, Marketing Copy, Collateral, Internal Communications, Case Studies, Microsoft Word, Brochures, Marketing Strategy, Technical Writing, Procedures, Communication Training, Editing, Committed to..., Website Content, White Papers, SharePoint, Web Content, Writing, Technical Documentation, Management
Education
Fullerton College
Associate of Arts (A.A.), English
San Jose State University
B.A., Journalism
De Anza College
Certificate in Technical Writing, Technical Writing
MatchPoint Solutions at Equinix April 2014 - August 2014
ProMatch October 2013 - May 2014
CONCERT Global Group Ltd. July 2011 - August 2013
Self employed January 2007 - August 2011
Hitachi Data Systems September 1994 - October 2006
Comtech Services, Inc. March 1992 - September 1994
Skills
Newsletters, Publications, Press Releases, Content Development, Copy Editing, Structured Authoring, Publishing, Marketing, Microsoft Office, Single Sourcing, Technical Editing, Marketing Copy, Collateral, Internal Communications, Case Studies, Microsoft Word, Brochures, Marketing Strategy, Technical Writing, Procedures, Communication Training, Editing, Committed to..., Website Content, White Papers, SharePoint, Web Content, Writing, Technical Documentation, Management
Education
Fullerton College
Associate of Arts (A.A.), English
San Jose State University
B.A., Journalism
De Anza College
Certificate in Technical Writing, Technical Writing
Cheryl Rosario Wong's CONCERT Global Group Ltd. Experience August 2013 - August 2014
Job President & Senior Financial Advisor at KAN Wealth Management, LLC
Industry Financial Services
Experience
KAN Wealth Management, LLC September 2014 - Present
CONCERT Wealth Management, Inc. - Private Wealth Group November 2011 - January 2015
CONCERT Global Group Ltd. August 2013 - August 2014
CONCERT Capital Management December 2011 - January 2014
Comerica 1998 - 2011
Merrill Lynch 1996 - 1998
Skills
Asset Allocation, Customer Relations, Risk Assessment, Liquidity Management, Financial Planning, Investment Strategies, Wealth Preservation, 401k Rollovers, Strategic Financial..., Relationship Management, Wealth Management..., Customer Service, Finance, Portfolio Management
Education
University of San Francisco
Bachelor of Science (B.S.), Business Administration and Finance
KAN Wealth Management, LLC September 2014 - Present
CONCERT Wealth Management, Inc. - Private Wealth Group November 2011 - January 2015
CONCERT Global Group Ltd. August 2013 - August 2014
CONCERT Capital Management December 2011 - January 2014
Comerica 1998 - 2011
Merrill Lynch 1996 - 1998
Skills
Asset Allocation, Customer Relations, Risk Assessment, Liquidity Management, Financial Planning, Investment Strategies, Wealth Preservation, 401k Rollovers, Strategic Financial..., Relationship Management, Wealth Management..., Customer Service, Finance, Portfolio Management
Education
University of San Francisco
Bachelor of Science (B.S.), Business Administration and Finance
Nick Mathers's CONCERT Global Group Ltd. Experience June 2010 - July 2011
Job Finance & Operations at KITE
Industry Marketing and Advertising
Experience
KITE Solutions Inc. February 2013 - Present
KickLabs November 2012 - February 2013
Rock Health October 2012 - December 2012
Sharp Electronics October 2011 - October 2012
Concert Global Group Ltd. June 2010 - July 2011
Batter Blaster July 2008 - August 2008
Skills
Start-ups, Marketing, Research, Social Media, Finance, PowerPoint, Microsoft Excel, Market Research, Financial Analysis, Management Consulting, Sales, Data Analysis, Digital Media, Microsoft Office, Marketing Strategy, Team Leadership, Strategic Planning, QuickBooks, Microsoft Word, Business Strategy, Public Speaking, Business Planning, New Business Development, Early-stage Startups, Innovation Development, Startup Development, Open Innovation, Technological Innovation, Emerging Technologies, Business Innovation, Startup Marketing, Innovation Management, Keynote, Competitive Analysis, Team Building, Customer Service, Outlook, Partnerships, Innovation Consulting, Corporate Innovation
Education
Santa Clara University 2007 — 2011
Bachelor of Science (B.S.), Finance
Semester At Sea / ISE - Global Study Abroad 2009 — 2010
Global Business
KITE Solutions Inc. February 2013 - Present
KickLabs November 2012 - February 2013
Rock Health October 2012 - December 2012
Sharp Electronics October 2011 - October 2012
Concert Global Group Ltd. June 2010 - July 2011
Batter Blaster July 2008 - August 2008
Skills
Start-ups, Marketing, Research, Social Media, Finance, PowerPoint, Microsoft Excel, Market Research, Financial Analysis, Management Consulting, Sales, Data Analysis, Digital Media, Microsoft Office, Marketing Strategy, Team Leadership, Strategic Planning, QuickBooks, Microsoft Word, Business Strategy, Public Speaking, Business Planning, New Business Development, Early-stage Startups, Innovation Development, Startup Development, Open Innovation, Technological Innovation, Emerging Technologies, Business Innovation, Startup Marketing, Innovation Management, Keynote, Competitive Analysis, Team Building, Customer Service, Outlook, Partnerships, Innovation Consulting, Corporate Innovation
Education
Santa Clara University 2007 — 2011
Bachelor of Science (B.S.), Finance
Semester At Sea / ISE - Global Study Abroad 2009 — 2010
Global Business
Adriana Hammond Adriana Hammond's CONCERT Global Group Ltd. Experience 2010 - Present
Job Accounting & Marketing Professional
Industry Investment Management
Experience
CONCERT Global Group Ltd 2010 - Present
Haywood Securities Inc. Vancouver, Canada 2005 - 2009
Military University Nueva Granada 2001 - 2005
Canal RCN 1998 - 2002
Betatonio January 1995 - June 1995
Education
British Columbia Institute of Technology 2005 — 2008
Accounting
Universidad de Los Andes 2003 — 2004
Graduate, Multimedia Creation Specialist
Pontificia Universidad Javeriana 1992 — 1997
Undergarduate, Industrial Design
CONCERT Global Group Ltd 2010 - Present
Haywood Securities Inc. Vancouver, Canada 2005 - 2009
Military University Nueva Granada 2001 - 2005
Canal RCN 1998 - 2002
Betatonio January 1995 - June 1995
Education
British Columbia Institute of Technology 2005 — 2008
Accounting
Universidad de Los Andes 2003 — 2004
Graduate, Multimedia Creation Specialist
Pontificia Universidad Javeriana 1992 — 1997
Undergarduate, Industrial Design
Khushboo Murarka's CONCERT Global Group Ltd. Experience June 2012 - September 2012
Job Program Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard March 2015 - Present
Hewlett-Packard August 2014 - Present
Hewlett-Packard July 2013 - July 2014
Hewlett-Packard January 2013 - June 2013
Leavey School of Business September 2011 - June 2013
Santa Clara University May 2012 - January 2013
Silicon Valley Bank June 2012 - December 2012
CONCERT Global Group Ltd. June 2012 - September 2012
TERA Informatics (P) Ltd. June 2006 - June 2010
Kanbay Software (P) Ltd September 2005 - May 2006
Skills
End User Experience, SharePoint, Usability Testing, Usability Studies, User Experience, InfoPath, SharePoint Designer, SQL, MySQL, ASP.NET, C#, Systems Analysis, Visio, Databases, MS Project, Software Development, Eclipse, Agile Methodologies, Product Development, C, Sustainability, Supply Chain, SDLC, XML, Microsoft Office, System Design, Accounting, Crystal Reports, Tortoise SVN, Windows Media Encoder, Pinnacle Studio, Bugzilla, SAP, ERP, Marketo, InfoPath Forms, Collaboration Solutions, Enterprise Software, CRM, Microsoft SQL Server, Requirements Analysis, Software Project..., IT Service Delivery, Service Delivery, Lean Six Sigma, Net Promoter Score
Education
Santa Clara University - Leavey School of Business 2011 — 2013
MS, Information Systems
SNDT Womens' University 2003 — 2005
Masters, Computers and Information Management
Ravenshaw University 2000 — 2003
B. Com, Commerce and Accountancy
Hewlett-Packard March 2015 - Present
Hewlett-Packard August 2014 - Present
Hewlett-Packard July 2013 - July 2014
Hewlett-Packard January 2013 - June 2013
Leavey School of Business September 2011 - June 2013
Santa Clara University May 2012 - January 2013
Silicon Valley Bank June 2012 - December 2012
CONCERT Global Group Ltd. June 2012 - September 2012
TERA Informatics (P) Ltd. June 2006 - June 2010
Kanbay Software (P) Ltd September 2005 - May 2006
Skills
End User Experience, SharePoint, Usability Testing, Usability Studies, User Experience, InfoPath, SharePoint Designer, SQL, MySQL, ASP.NET, C#, Systems Analysis, Visio, Databases, MS Project, Software Development, Eclipse, Agile Methodologies, Product Development, C, Sustainability, Supply Chain, SDLC, XML, Microsoft Office, System Design, Accounting, Crystal Reports, Tortoise SVN, Windows Media Encoder, Pinnacle Studio, Bugzilla, SAP, ERP, Marketo, InfoPath Forms, Collaboration Solutions, Enterprise Software, CRM, Microsoft SQL Server, Requirements Analysis, Software Project..., IT Service Delivery, Service Delivery, Lean Six Sigma, Net Promoter Score
Education
Santa Clara University - Leavey School of Business 2011 — 2013
MS, Information Systems
SNDT Womens' University 2003 — 2005
Masters, Computers and Information Management
Ravenshaw University 2000 — 2003
B. Com, Commerce and Accountancy
Brandon Chew Brandon Chew's CONCERT Global Group Ltd. Experience April 2015 - September 2015
Job Accounting Major at Santa Clara University
Industry Financial Services
Experience
eHealth-Plans Inc. September 2013 - Present
Forty Niners Stadium Management Company October 2014 - Present
CONCERT Global Group Ltd. April 2015 - September 2015
Legarza Basketball Camp June 2014 - August 2014
Cinemark June 2013 - September 2013
Skills
Customer Service, Microsoft Excel, Microsoft Word, Time Management
Education
Santa Clara University 2013 — 2017
Accounting
eHealth-Plans Inc. September 2013 - Present
Forty Niners Stadium Management Company October 2014 - Present
CONCERT Global Group Ltd. April 2015 - September 2015
Legarza Basketball Camp June 2014 - August 2014
Cinemark June 2013 - September 2013
Skills
Customer Service, Microsoft Excel, Microsoft Word, Time Management
Education
Santa Clara University 2013 — 2017
Accounting
Parker Smith's CONCERT Global Group Ltd. Experience June 2013 - July 2014
Job Transition Coordinator / Operations Specialist at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc. July 2014 - Present
CONCERT Wealth Management, Inc. December 2014 - June 2015
CONCERT Global Group Ltd. June 2013 - July 2014
Bon Appetite Catering Service, Santa Clara University June 2011 - June 2014
Skills
PowerPoint, Access, Microsoft Excel, Social Media, Research, Microsoft Word, Teamwork, Microsoft Office, Excel, Photoshop, Financial Analysis, Team Building, Public Speaking, Event Planning, Critical Thinking, Data Analysis, Market Research, Time Management, Fundraising, Word, English, Problem Solving, Leadership, Intercultural Awareness, International Business
Education
Santa Clara University 2010 — 2014
Bachelor's degree, Finance
Palos Verdes High School 2006 — 2010
CONCERT Wealth Management, Inc. July 2014 - Present
CONCERT Wealth Management, Inc. December 2014 - June 2015
CONCERT Global Group Ltd. June 2013 - July 2014
Bon Appetite Catering Service, Santa Clara University June 2011 - June 2014
Skills
PowerPoint, Access, Microsoft Excel, Social Media, Research, Microsoft Word, Teamwork, Microsoft Office, Excel, Photoshop, Financial Analysis, Team Building, Public Speaking, Event Planning, Critical Thinking, Data Analysis, Market Research, Time Management, Fundraising, Word, English, Problem Solving, Leadership, Intercultural Awareness, International Business
Education
Santa Clara University 2010 — 2014
Bachelor's degree, Finance
Palos Verdes High School 2006 — 2010
Nicholas Conroy Nicholas Conroy's CONCERT Global Group Ltd. Experience March 2015 - Present
Job Marketing Intern at CONCERT Global Group Ltd.
Industry Financial Services
Experience
CONCERT Global Group Ltd. March 2015 - Present
Pizza Antica Santana Row May 2014 - April 2015
Taste Trekkers June 2014 - September 2014
Skills
Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Planning, Teamwork, Microsoft Office, Adobe Creative Cloud, Public Speaking, Strategic Planning, Sales, English, Windows, Research, HTML, Team Building, Project Management, Project Planning, Team Leadership, Marketing Strategy, Coaching, Nonprofits, InDesign, Illustrator, WordPress, Critical Thinking, Consulting, Social Networking, Leadership, Time Management, Customer Service, Management, Facebook
Education
Santa Clara University 2013 — 2016
Bachelor's degree, Marketing
University of California, San Diego 2012 — 2013
CONCERT Global Group Ltd. March 2015 - Present
Pizza Antica Santana Row May 2014 - April 2015
Taste Trekkers June 2014 - September 2014
Skills
Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Planning, Teamwork, Microsoft Office, Adobe Creative Cloud, Public Speaking, Strategic Planning, Sales, English, Windows, Research, HTML, Team Building, Project Management, Project Planning, Team Leadership, Marketing Strategy, Coaching, Nonprofits, InDesign, Illustrator, WordPress, Critical Thinking, Consulting, Social Networking, Leadership, Time Management, Customer Service, Management, Facebook
Education
Santa Clara University 2013 — 2016
Bachelor's degree, Marketing
University of California, San Diego 2012 — 2013
Lucy Medina Lucy Medina's CONCERT Global Group Ltd. Experience
Job Client Services Associate at CONCERT Global Group Ltd.
Industry Financial Services
Experience
CONCERT Global Group Ltd.
Skills
Asset Management, Asset Allocation, Financial Analysis
Education
San Jose State University 1995 — 2000
Bachelor of Business Administration (BBA), International Business
CONCERT Global Group Ltd.
Skills
Asset Management, Asset Allocation, Financial Analysis
Education
San Jose State University 1995 — 2000
Bachelor of Business Administration (BBA), International Business
Stacey Li Stacey Li's CONCERT Global Group Ltd. Experience June 2010 - September 2010
Job Account Executive at Webcollage by Answers
Industry Computer Software
Experience
Webcollage by Answers May 2015 - Present
Talend March 2014 - March 2015
LeanData June 2013 - February 2014
8x8, Inc. May 2012 - May 2013
Trubates March 2011 - March 2012
CONCERT Global Group Ltd. June 2010 - September 2010
Delta Sigma Pi - Gamma Xi Chapter January 2010 - June 2010
UBS December 2009 - April 2010
Kaufmann and Goble Inc. August 2009 - December 2009
Skills
Team Building, Account Management, Financial Forecasting, Executive Management, Financial Analysis, B2B, Sales Presentations, Cloud Computing, Cold Calling, CRM, Business Development, Social Media Marketing, Lead Generation, Start-ups, Marketing, Salesforce.com, Sales, Social Networking, New Business Development, Management, Sales Management, Telecommunications, E-commerce, Analysis, Business Intelligence, Business Analysis, Microsoft Office
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science, Finance, Management Information Systems
Lynbrook High School 2003 — 2007
High School
Webcollage by Answers May 2015 - Present
Talend March 2014 - March 2015
LeanData June 2013 - February 2014
8x8, Inc. May 2012 - May 2013
Trubates March 2011 - March 2012
CONCERT Global Group Ltd. June 2010 - September 2010
Delta Sigma Pi - Gamma Xi Chapter January 2010 - June 2010
UBS December 2009 - April 2010
Kaufmann and Goble Inc. August 2009 - December 2009
Skills
Team Building, Account Management, Financial Forecasting, Executive Management, Financial Analysis, B2B, Sales Presentations, Cloud Computing, Cold Calling, CRM, Business Development, Social Media Marketing, Lead Generation, Start-ups, Marketing, Salesforce.com, Sales, Social Networking, New Business Development, Management, Sales Management, Telecommunications, E-commerce, Analysis, Business Intelligence, Business Analysis, Microsoft Office
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science, Finance, Management Information Systems
Lynbrook High School 2003 — 2007
High School
Rebecca Yating Liu Rebecca Yating Liu's CONCERT Global Group Ltd. Experience February 2013 - August 2013
Job Senior Consultant at Deloitte; CFA Level III Candidate
Industry Financial Services
Experience
Deloitte April 2015 - Present
Wells Fargo August 2013 - February 2015
CONCERT Global Group Ltd. February 2013 - August 2013
Morningstar June 2012 - December 2012
Central China Finance Consulting Channel December 2010 - February 2011
Skills
Financial Modeling, Microsoft Excel, Investments, Finance, VBA, Analysis, Financial Analysis, Eviews, Capital Markets, PowerPoint, Crystal Ball, LBO, Equities, Equity Research, Corporate Finance, Computer Language, Credit Analysis, Data Analysis, Valuation, Economics, Microsoft Office, Risk Management, Cost Planning, Financial Planning, Budgeting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master, Finance, 3.6
Beijing Foreign Studies University 2007 — 2011
Bachelor, Finance, English Literature, 3.7
Deloitte April 2015 - Present
Wells Fargo August 2013 - February 2015
CONCERT Global Group Ltd. February 2013 - August 2013
Morningstar June 2012 - December 2012
Central China Finance Consulting Channel December 2010 - February 2011
Skills
Financial Modeling, Microsoft Excel, Investments, Finance, VBA, Analysis, Financial Analysis, Eviews, Capital Markets, PowerPoint, Crystal Ball, LBO, Equities, Equity Research, Corporate Finance, Computer Language, Credit Analysis, Data Analysis, Valuation, Economics, Microsoft Office, Risk Management, Cost Planning, Financial Planning, Budgeting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master, Finance, 3.6
Beijing Foreign Studies University 2007 — 2011
Bachelor, Finance, English Literature, 3.7
Spencer Rahn's CONCERT Global Group Ltd. Experience June 2012 - January 2013
Job Senior Analyst at Accenture
Industry Market Research
Experience
Accenture September 2014 - Present
Accenture September 2013 - September 2014
Santa Clara University March 2011 - June 2013
CONCERT Global Group Ltd. June 2012 - January 2013
Department Of Economics June 2012 - December 2012
Bon Appetit September 2010 - June 2011
Skills
Research, Data Analysis, Microsoft Excel, PowerPoint, Public Speaking, Facebook, Market Research, Outlook, Event Planning, Microsoft Word, Microsoft Office, Access, Marketing, Accounting, Social Media, Customer Service, Editing, Marketing Strategy, Financial Analysis, Wordpress, HTML, Public Relations, Stata, Wealth Management, Strategy
Education
Santa Clara University 2009 — 2013
Bachelor of Science in Commerce (Cum Laude), Economics
Lake Forest High School 2005 — 2009
Accenture September 2014 - Present
Accenture September 2013 - September 2014
Santa Clara University March 2011 - June 2013
CONCERT Global Group Ltd. June 2012 - January 2013
Department Of Economics June 2012 - December 2012
Bon Appetit September 2010 - June 2011
Skills
Research, Data Analysis, Microsoft Excel, PowerPoint, Public Speaking, Facebook, Market Research, Outlook, Event Planning, Microsoft Word, Microsoft Office, Access, Marketing, Accounting, Social Media, Customer Service, Editing, Marketing Strategy, Financial Analysis, Wordpress, HTML, Public Relations, Stata, Wealth Management, Strategy
Education
Santa Clara University 2009 — 2013
Bachelor of Science in Commerce (Cum Laude), Economics
Lake Forest High School 2005 — 2009
Jennifer Krapf Jennifer Krapf's CONCERT Global Group Ltd. Experience July 2012 - August 2012
Job Campus Recruiter at Accenture
Industry Human Resources
Experience
Accenture May 2015 - Present
Accenture November 2014 - May 2015
PwC September 2014 - November 2014
Santa Clara University January 2013 - December 2013
PwC June 2013 - August 2013
CONCERT Global Group Ltd. July 2012 - August 2012
KPMG July 2012 - July 2012
Ernst & Young July 2012 - July 2012
Armanino McKenna July 2012 - July 2012
PwC June 2012 - June 2012
Skills
Microsoft Office, Peachtree, Access, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, QuickBooks, Event Planning, Public Speaking, Team Building, Financial Analysis, Leadership, Analysis, Research, Spanish, Outlook, Time Management
Education
Santa Clara University 2010 — 2014
Bachelor of Science, Accounting, 3.98
The John Cooper School 2006 — 2010
Accenture May 2015 - Present
Accenture November 2014 - May 2015
PwC September 2014 - November 2014
Santa Clara University January 2013 - December 2013
PwC June 2013 - August 2013
CONCERT Global Group Ltd. July 2012 - August 2012
KPMG July 2012 - July 2012
Ernst & Young July 2012 - July 2012
Armanino McKenna July 2012 - July 2012
PwC June 2012 - June 2012
Skills
Microsoft Office, Peachtree, Access, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, QuickBooks, Event Planning, Public Speaking, Team Building, Financial Analysis, Leadership, Analysis, Research, Spanish, Outlook, Time Management
Education
Santa Clara University 2010 — 2014
Bachelor of Science, Accounting, 3.98
The John Cooper School 2006 — 2010
Elizabeth Luna Elizabeth Luna's CONCERT Global Group Ltd. Experience May 2005 - Present
Job Financial Advisor at CONCERT Private Wealth, LLC
Industry Investment Management
Experience
CONCERT Private Wealth, LLC August 2011 - Present
CONCERT Global Group Ltd. May 2005 - Present
Skills
Wealth Management, Financial Planning, Investment Strategies, Retirement Planning, Tax Reduction Strategies, Private Wealth...
Education
Santa Clara University 1989 — 1993
CONCERT Private Wealth, LLC August 2011 - Present
CONCERT Global Group Ltd. May 2005 - Present
Skills
Wealth Management, Financial Planning, Investment Strategies, Retirement Planning, Tax Reduction Strategies, Private Wealth...
Education
Santa Clara University 1989 — 1993
Matthew Geber's CONCERT Global Group Ltd. Experience February 2012 - January 2013
Job Sales Development Representative at ClearCare
Industry Marketing and Advertising
Experience
ClearCare January 2015 - Present
Sungevity August 2014 - January 2015
MKTG INC October 2013 - July 2014
Oakland Athletics January 2013 - May 2013
CONCERT Global Group Ltd. February 2012 - January 2013
Santa Clara University August 2010 - June 2011
Skills
PowerPoint, Word, Outlook, Excel, Microsoft Word, Microsoft Excel, Event Planning, Access, Spanish, Microsoft Office, Facebook, Research, Public Speaking, Social Media, Time Management, Customer Service, Editing, Event Management, Data Analysis, Fire Breathing, Lingerie, Compulsive Eating, African Dance, SPSS, Critical Thinking, Financial Analysis, Whistling, Badminton, iMovie, Fundraising, Wrestling, User Friendly, Medieval Studies, Homeland Security, Low Back Pain, Candy, Magic Bullet Looks, Going the Extra Mile, Pastoral Care, Cheesecakes
Education
Santa Clara University 2009 — 2013
Finance, Business
Santa Clara University 2009 — 2013
Bachelor in Commerce, Finance, History
ClearCare January 2015 - Present
Sungevity August 2014 - January 2015
MKTG INC October 2013 - July 2014
Oakland Athletics January 2013 - May 2013
CONCERT Global Group Ltd. February 2012 - January 2013
Santa Clara University August 2010 - June 2011
Skills
PowerPoint, Word, Outlook, Excel, Microsoft Word, Microsoft Excel, Event Planning, Access, Spanish, Microsoft Office, Facebook, Research, Public Speaking, Social Media, Time Management, Customer Service, Editing, Event Management, Data Analysis, Fire Breathing, Lingerie, Compulsive Eating, African Dance, SPSS, Critical Thinking, Financial Analysis, Whistling, Badminton, iMovie, Fundraising, Wrestling, User Friendly, Medieval Studies, Homeland Security, Low Back Pain, Candy, Magic Bullet Looks, Going the Extra Mile, Pastoral Care, Cheesecakes
Education
Santa Clara University 2009 — 2013
Finance, Business
Santa Clara University 2009 — 2013
Bachelor in Commerce, Finance, History
Vytas Degesys Vytas Degesys's CONCERT Global Group Ltd. Experience February 2008 - June 2008
Job Frontend Developer at Acupera
Industry Computer Software
Experience
Acupera February 2014 - Present
Listen Up August 2012 - Present
Wells Fargo July 2013 - February 2014
Santa Clara University November 2007 - June 2010
Terres a Vin September 2009 - December 2009
CONCERT Global Group Ltd. February 2008 - June 2008
Edward Jones Investments March 2007 - June 2007
Skills
iOS development, Xcode, Objective-C, Photography, iPhone Application..., Web Development, Web Design, Machine Learning, JavaScript, CSS, Java, C++, PowerPoint, Programming, Public Speaking, Agile Methodologies, HTML 5, Microsoft Excel
Education
Santa Clara University 2011 — 2012
Master's degree, Computer Engineering
Santa Clara University 2007 — 2011
Leavey School, BusinessEconomics; Math
Acupera February 2014 - Present
Listen Up August 2012 - Present
Wells Fargo July 2013 - February 2014
Santa Clara University November 2007 - June 2010
Terres a Vin September 2009 - December 2009
CONCERT Global Group Ltd. February 2008 - June 2008
Edward Jones Investments March 2007 - June 2007
Skills
iOS development, Xcode, Objective-C, Photography, iPhone Application..., Web Development, Web Design, Machine Learning, JavaScript, CSS, Java, C++, PowerPoint, Programming, Public Speaking, Agile Methodologies, HTML 5, Microsoft Excel
Education
Santa Clara University 2011 — 2012
Master's degree, Computer Engineering
Santa Clara University 2007 — 2011
Leavey School, BusinessEconomics; Math
Gabriela Santiago's CONCERT Global Group Ltd. Experience January 2008 - August 2010
Job Manager, Customer Experience at ClearSlide
Industry Online Media
Experience
ClearSlide June 2014 - Present
ClearSlide July 2013 - May 2014
ClearSlide, Inc. March 2012 - June 2013
ClearSlide, Inc. July 2011 - March 2012
Revel Systems May 2011 - June 2011
Santiago's Tailoring, Boutique, Cleaning August 2010 - May 2011
CONCERT Global Group Ltd. January 2008 - August 2010
CONCERT Global Group Ltd. August 2006 - January 2008
UBS May 2003 - August 2003
Skills
Business Analysis, Salesforce.com, Business Development, Management, Marketing, Access, Leadership, Project Management, Account Management, Strategic Planning, Sales, Team Building, ClearSlide, CRM, Budgets, Microsoft Excel, Marketing Strategy, Customer Service, Start-ups, New Business Development, SaaS, Business Strategy, Social Networking, Data Analysis, PowerPoint, Microsoft Office, Market Research, Cold Calling
Education
Saint Mary's College of California 2002 — 2006
B.S., Business Administration
Saint Mary's College of California 2002 — 2006
B.A., Spanish
ClearSlide June 2014 - Present
ClearSlide July 2013 - May 2014
ClearSlide, Inc. March 2012 - June 2013
ClearSlide, Inc. July 2011 - March 2012
Revel Systems May 2011 - June 2011
Santiago's Tailoring, Boutique, Cleaning August 2010 - May 2011
CONCERT Global Group Ltd. January 2008 - August 2010
CONCERT Global Group Ltd. August 2006 - January 2008
UBS May 2003 - August 2003
Skills
Business Analysis, Salesforce.com, Business Development, Management, Marketing, Access, Leadership, Project Management, Account Management, Strategic Planning, Sales, Team Building, ClearSlide, CRM, Budgets, Microsoft Excel, Marketing Strategy, Customer Service, Start-ups, New Business Development, SaaS, Business Strategy, Social Networking, Data Analysis, PowerPoint, Microsoft Office, Market Research, Cold Calling
Education
Saint Mary's College of California 2002 — 2006
B.S., Business Administration
Saint Mary's College of California 2002 — 2006
B.A., Spanish
Katrina Coles's CONCERT Global Group Ltd. Experience October 2013 - Present
Job Executive Administrator at CONCERT Global Group Ltd.
Industry Financial Services
Experience
CONCERT Global Group Ltd. October 2013 - Present
Bio-Ops October 2006 - January 2013
Specialty Solid Waste January 2003 - October 2006
Autoweb.com February 2001 - September 2001
Ward-Bagby Packaging November 1995 - February 2001
Skills
Strong communication..., Inherent public..., Solid academic and..., Excellent time..., Able to multi-task and..., Knowledge of software..., Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, MS Project, Visio, QuickBooks, Adobe Acrobat, Concur, Cascade, SAP, Gelco, Quattro Pro, Software Documentation, EDI
Education
San Jose City College 1990 — 1990
Certification, Emergency Medical Technology/Technician (EMT Paramedic)
CONCERT Global Group Ltd. October 2013 - Present
Bio-Ops October 2006 - January 2013
Specialty Solid Waste January 2003 - October 2006
Autoweb.com February 2001 - September 2001
Ward-Bagby Packaging November 1995 - February 2001
Skills
Strong communication..., Inherent public..., Solid academic and..., Excellent time..., Able to multi-task and..., Knowledge of software..., Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, MS Project, Visio, QuickBooks, Adobe Acrobat, Concur, Cascade, SAP, Gelco, Quattro Pro, Software Documentation, EDI
Education
San Jose City College 1990 — 1990
Certification, Emergency Medical Technology/Technician (EMT Paramedic)
Munir Iman's CONCERT Global Group Ltd. Experience January 2011 - July 2011
Job Analyst at Callan Associates
Industry Financial Services
Experience
Callan Associates July 2011 - Present
CONCERT Global Group Ltd. January 2011 - July 2011
SCU Malley Fitness Center September 2008 - September 2010
Amor Ministries International November 2007 - November 2009
Skills
Analysis
Education
Bellarmine College Preparatory 2002 — 2006
Diploma
Santa Clara University
Bachelor of Science in Commerce, Finance
Callan Associates July 2011 - Present
CONCERT Global Group Ltd. January 2011 - July 2011
SCU Malley Fitness Center September 2008 - September 2010
Amor Ministries International November 2007 - November 2009
Skills
Analysis
Education
Bellarmine College Preparatory 2002 — 2006
Diploma
Santa Clara University
Bachelor of Science in Commerce, Finance
Joseph M. Brenninkmeijer's CONCERT Global Group Ltd. Experience October 2010 - February 2011
Job Physicist / Musician
Industry Financial Services
Experience
Google October 2013 - March 2014
Whale Path, Inc. June 2013 - October 2013
Society for Physics Students (SPS) September 2011 - June 2012
CONCERT Global Group Ltd. October 2010 - February 2011
Chinese Student Association Santa Clara University September 2008 - June 2009
Skills
Physics, Programming, C, Linux, Windows, Microsoft Office, Teamwork, Music, Research, OS X, Matlab, Electrical Engineering, Electronics, Mac OS X, Composition, Piano, Tuba, Leadership
Education
Santa Clara University 2008 — 2012
Bachelor of Science (B.Sc.), Engineering Physics, 3.55
Santa Clara University 2008 — 2012
Bachelor of Arts (B.A.), Music, 3.55
St. Paul's School (São Paulo, Brazil) 2004 — 2006
International Baccalaureate, Physics/Maths/Chemistry
Google October 2013 - March 2014
Whale Path, Inc. June 2013 - October 2013
Society for Physics Students (SPS) September 2011 - June 2012
CONCERT Global Group Ltd. October 2010 - February 2011
Chinese Student Association Santa Clara University September 2008 - June 2009
Skills
Physics, Programming, C, Linux, Windows, Microsoft Office, Teamwork, Music, Research, OS X, Matlab, Electrical Engineering, Electronics, Mac OS X, Composition, Piano, Tuba, Leadership
Education
Santa Clara University 2008 — 2012
Bachelor of Science (B.Sc.), Engineering Physics, 3.55
Santa Clara University 2008 — 2012
Bachelor of Arts (B.A.), Music, 3.55
St. Paul's School (São Paulo, Brazil) 2004 — 2006
International Baccalaureate, Physics/Maths/Chemistry
John Sucheski's CONCERT Global Group Ltd. Experience September 2013 - January 2014
Job Financial Analyst at Oracle
Industry Financial Services
Experience
Oracle May 2014 - Present
Santa Clara University November 2011 - March 2014
CONCERT Global Group Ltd. September 2013 - January 2014
CONCERT Wealth Management, Inc. June 2013 - September 2013
Concert Wealth Management, Inc. October 2012 - June 2013
Skills
Budgets, Microsoft Excel, Customer Service, Financial Analysis, PowerPoint, Accounting, Blogging, QuickBooks, Compliance, Time Management, Research, Finance, Management, Market Research, Analysis, Auditing, Spanish, Data Analysis
Education
Santa Clara University 2010 — 2014
Bachelor of Science in Commerce, Finance, General
Oracle May 2014 - Present
Santa Clara University November 2011 - March 2014
CONCERT Global Group Ltd. September 2013 - January 2014
CONCERT Wealth Management, Inc. June 2013 - September 2013
Concert Wealth Management, Inc. October 2012 - June 2013
Skills
Budgets, Microsoft Excel, Customer Service, Financial Analysis, PowerPoint, Accounting, Blogging, QuickBooks, Compliance, Time Management, Research, Finance, Management, Market Research, Analysis, Auditing, Spanish, Data Analysis
Education
Santa Clara University 2010 — 2014
Bachelor of Science in Commerce, Finance, General
Richard Disho's CONCERT Global Group Ltd. Experience May 2015 - Present
Job Advisor Solutions Manager at CONCERT Global Group Ltd.
Industry Financial Services
Experience
CONCERT Global Group Ltd. May 2015 - Present
Meridian Investment Counsel Inc May 2013 - December 2014
Lifestyle Design Group LLC January 2008 - July 2012
Lifestyle Design Group LLC August 2006 - January 2008
Bank of the West February 2005 - August 2006
Skills
Banking, Portfolio Management, Financial Planning, Wealth Management, Asset Management, Investments
Education
San Jose State University 2004 — 2005
Bachelor of Arts (B.A.), Psychology
UC Santa Cruz 2003 — 2004
CONCERT Global Group Ltd. May 2015 - Present
Meridian Investment Counsel Inc May 2013 - December 2014
Lifestyle Design Group LLC January 2008 - July 2012
Lifestyle Design Group LLC August 2006 - January 2008
Bank of the West February 2005 - August 2006
Skills
Banking, Portfolio Management, Financial Planning, Wealth Management, Asset Management, Investments
Education
San Jose State University 2004 — 2005
Bachelor of Arts (B.A.), Psychology
UC Santa Cruz 2003 — 2004
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY