Contango Capital Advisors
Industry: Company
DescriptionFounded: 2004 Parent organization: Welman Holdings Inc
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Contango Capital Advisors Employees
Employee
Years
Job
Industry
Richard London, CFP® Richard London, CFP®'s Contango Capital Advisors Experience August 2007 - May 2013
Job Financial Planner helping people plan for retirement | specializing in tax free income and tax advantaged plans
Industry Financial Services
Experience
Richard London Financial September 2014 - Present
Mutual of Omaha Bank May 2013 - September 2014
Contango Capital Advisors August 2007 - May 2013
Wells Fargo January 2005 - September 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Investments, Asset Allocation, Series 7, Equities, Investment Strategies, Wealth Management..., Fixed Income, Financial Modeling, Banking, Financial Analysis, Asset Managment, Private Banking, Personal Financial..., Valuation
Education
Boston University 2010 — 2011
Financial Planning
UNLV 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Richard London Financial September 2014 - Present
Mutual of Omaha Bank May 2013 - September 2014
Contango Capital Advisors August 2007 - May 2013
Wells Fargo January 2005 - September 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Investments, Asset Allocation, Series 7, Equities, Investment Strategies, Wealth Management..., Fixed Income, Financial Modeling, Banking, Financial Analysis, Asset Managment, Private Banking, Personal Financial..., Valuation
Education
Boston University 2010 — 2011
Financial Planning
UNLV 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Elisabeth Kashner, CFA Elisabeth Kashner, CFA's Contango Capital Advisors Experience June 2008 - June 2009
Job Director of ETF Research at FactSet
Industry Investment Management
Experience
FactSet April 2015 - Present
ETF.com March 2013 - March 2015
IndexUniverse, LLC May 2010 - March 2013
Contango Capital Advisors June 2008 - June 2009
Headwaters Capital January 1997 - October 2002
Headwaters Capital September 1995 - December 1996
Skills
Portfolio Management, Investment Strategies, Due Diligence, Qualitative Research, ETFs, Investment Research, Quantitative Analysis
Education
University of San Francisco 2007 — 2008
Masters of Science, Financial Analysis
Brown University 1984 — 1989
BA, Ancient Studies
FactSet April 2015 - Present
ETF.com March 2013 - March 2015
IndexUniverse, LLC May 2010 - March 2013
Contango Capital Advisors June 2008 - June 2009
Headwaters Capital January 1997 - October 2002
Headwaters Capital September 1995 - December 1996
Skills
Portfolio Management, Investment Strategies, Due Diligence, Qualitative Research, ETFs, Investment Research, Quantitative Analysis
Education
University of San Francisco 2007 — 2008
Masters of Science, Financial Analysis
Brown University 1984 — 1989
BA, Ancient Studies
Stewart McNaught Stewart McNaught's Contango Capital Advisors Experience January 2011 - October 2011
Job Business Systems Analyst at Zions Bancorporation
Industry Financial Services
Experience
Zions Bancorporation July 2015 - Present
Zions Bancorporation October 2011 - Present
Contango Capital Advisors January 2011 - October 2011
Contango Capital Advisors January 2010 - December 2010
Contango Capital Advisors March 2009 - January 2010
Contango Capital Advisors June 2006 - March 2009
Western National Trust Company July 2004 - June 2006
Western National Trust Company May 2003 - July 2004
Western National Trust Company June 2001 - May 2003
Skills
Salesforce.com, SQL, Team Leadership, SaaS, Vendor Management, CRM, Business Analysis, Integration, SharePoint, Business Intelligence, Process Improvement, Databases, Agile Methodologies, Project Management, Software Project..., Force.com
Education
University Of Phoenix 2011 — 2014
BSIT, Database
The University of Calgary 1993 — 1997
Bachelor of Kinesiology, Biomechanics, Physiology, Psychology, Pedagogy, Coaching
Mount Royal College 1991 — 1993
University Transfer, Biomechanics and Coaching
Zions Bancorporation July 2015 - Present
Zions Bancorporation October 2011 - Present
Contango Capital Advisors January 2011 - October 2011
Contango Capital Advisors January 2010 - December 2010
Contango Capital Advisors March 2009 - January 2010
Contango Capital Advisors June 2006 - March 2009
Western National Trust Company July 2004 - June 2006
Western National Trust Company May 2003 - July 2004
Western National Trust Company June 2001 - May 2003
Skills
Salesforce.com, SQL, Team Leadership, SaaS, Vendor Management, CRM, Business Analysis, Integration, SharePoint, Business Intelligence, Process Improvement, Databases, Agile Methodologies, Project Management, Software Project..., Force.com
Education
University Of Phoenix 2011 — 2014
BSIT, Database
The University of Calgary 1993 — 1997
Bachelor of Kinesiology, Biomechanics, Physiology, Psychology, Pedagogy, Coaching
Mount Royal College 1991 — 1993
University Transfer, Biomechanics and Coaching
Jesse Flores, MBA's Contango Capital Advisors Experience April 2008 - September 2009
Job Implementation Project Manager at ADP
Industry Information Technology and Services
Experience
ADP May 2015 - Present
ADP December 2010 - May 2015
ADP September 2009 - December 2010
Contango Capital Advisors April 2008 - September 2009
Fidelity Investments February 2006 - April 2008
Bountiful High School October 2000 - March 2005
Skills
Team Leadership, Customer Satisfaction, Communication Skills, Building Relationships, Commitments, Motivation, Process Improvement, Project Management, Account Management, Finance, Leadership, Sports Coaching, Employee Benefits, CRM, Customer Service, Benefits Administration
Education
Western Governors University 2013 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
University of Phoenix 2007 — 2010
Bachelor of Business, Finance
Bountiful High
ADP May 2015 - Present
ADP December 2010 - May 2015
ADP September 2009 - December 2010
Contango Capital Advisors April 2008 - September 2009
Fidelity Investments February 2006 - April 2008
Bountiful High School October 2000 - March 2005
Skills
Team Leadership, Customer Satisfaction, Communication Skills, Building Relationships, Commitments, Motivation, Process Improvement, Project Management, Account Management, Finance, Leadership, Sports Coaching, Employee Benefits, CRM, Customer Service, Benefits Administration
Education
Western Governors University 2013 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
University of Phoenix 2007 — 2010
Bachelor of Business, Finance
Bountiful High
Joseph Livesay Joseph Livesay's Contango Capital Advisors Experience April 2011 - January 2012
Job Retirement Advisor
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2015 - Present
Halliburton October 2013 - April 2015
Wells Real Estate Funds January 2012 - December 2012
Contango Capital Advisors April 2011 - January 2012
Transamerica September 2001 - October 2010
Skills
Wealth Management, Investments, Series 63, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Securities, Leadership, 401k, Series 6, Series 65, Alternative Investments, Fixed Annuities, Retirement, FINRA, Asset Management, Wealth, Financial Services, Series 24, Variable Annuities, Investment Management, Asset Managment, Uniform Combined State..., Management, Asset Allocation, Financial Planning, Sales, Insurance
Education
College for Financial Planning 2003 — 2008
Portland Bible College 1977 — 1981
B.A, Theology
Transamerica Retirement Solutions August 2015 - Present
Halliburton October 2013 - April 2015
Wells Real Estate Funds January 2012 - December 2012
Contango Capital Advisors April 2011 - January 2012
Transamerica September 2001 - October 2010
Skills
Wealth Management, Investments, Series 63, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Securities, Leadership, 401k, Series 6, Series 65, Alternative Investments, Fixed Annuities, Retirement, FINRA, Asset Management, Wealth, Financial Services, Series 24, Variable Annuities, Investment Management, Asset Managment, Uniform Combined State..., Management, Asset Allocation, Financial Planning, Sales, Insurance
Education
College for Financial Planning 2003 — 2008
Portland Bible College 1977 — 1981
B.A, Theology
Phillip Boehmke Phillip Boehmke's Contango Capital Advisors Experience October 2005 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Contango Capital Advisors October 2005 - October 2008
Arizona State Treasurer's Office January 2005 - June 2005
Citizens Bank April 1992 - December 2003
Newworld Bank September 1983 - December 1991
Federal Farm Credit Banks, (FICB Louisville) September 1978 - December 1991
Bank One January 1982 - September 1983
UAL, Inc April 1977 - September 1978
Continental Bank June 1972 - April 1977
Education
Northwestern University - Kellogg School of Management 1973 — 1977
MBA, Finance
University of Minnesota 1968 — 1972
B.S, Bus. Admin
Contango Capital Advisors October 2005 - October 2008
Arizona State Treasurer's Office January 2005 - June 2005
Citizens Bank April 1992 - December 2003
Newworld Bank September 1983 - December 1991
Federal Farm Credit Banks, (FICB Louisville) September 1978 - December 1991
Bank One January 1982 - September 1983
UAL, Inc April 1977 - September 1978
Continental Bank June 1972 - April 1977
Education
Northwestern University - Kellogg School of Management 1973 — 1977
MBA, Finance
University of Minnesota 1968 — 1972
B.S, Bus. Admin
David B. Magee's Contango Capital Advisors Experience February 2004 - July 2009
Job Founder at D.B. Magee & Co.
Industry Financial Services
Experience
D.B. Magee & Co. January 2014 - Present
Lucid Paladin July 2009 - Present
Contango Capital Advisors February 2004 - July 2009
Panoptic Solutions, Inc. July 2000 - January 2004
Swiss Bank Corporation (Merged with UBS) April 1998 - June 2000
Montgomery Securities April 1995 - April 1998
Oppenheimer & Co. April 1992 - April 1995
Bickham & Magee July 1989 - March 1992
Adams and Reese LLP November 1986 - May 1989
United States Department of Defense June 1987 - August 1987
Skills
Venture Capital, Product Innovation, Business Strategy, Start-ups, Business Planning, Public Speaking, Entrepreneurship, Strategy Development, Mentoring, Entrepreneur, Investments, Acquisition Integration, Financial Writing, Freelance Writing, Business Advisory, Professional Services..., freelance editing, Strategic Planning, Product Development, Mergers, Strategy, Finance, Mergers & Acquisitions, Wealth Management, Management, Leadership, Asset Management, Investment Management, Product Management, Hedge Funds, Corporate Finance, Private Equity, Banking, Professional Services, Alternative Investments, Portfolio Management, Capital Markets, Private Banking, Securities
Education
1986 — 1988
Juris Doctorate, Law
Baylor University 1983 — 1985
MA, International Journalism
The George Washington University 1980 — 1983
BA, International Affairs
Universite' de Neuchatel, Switzerland 1982 — 1982
French
Universite' de Nice, France 1981 — 1981
French
Southeastern Louisiana University 1978 — 1980
Government
D.B. Magee & Co. January 2014 - Present
Lucid Paladin July 2009 - Present
Contango Capital Advisors February 2004 - July 2009
Panoptic Solutions, Inc. July 2000 - January 2004
Swiss Bank Corporation (Merged with UBS) April 1998 - June 2000
Montgomery Securities April 1995 - April 1998
Oppenheimer & Co. April 1992 - April 1995
Bickham & Magee July 1989 - March 1992
Adams and Reese LLP November 1986 - May 1989
United States Department of Defense June 1987 - August 1987
Skills
Venture Capital, Product Innovation, Business Strategy, Start-ups, Business Planning, Public Speaking, Entrepreneurship, Strategy Development, Mentoring, Entrepreneur, Investments, Acquisition Integration, Financial Writing, Freelance Writing, Business Advisory, Professional Services..., freelance editing, Strategic Planning, Product Development, Mergers, Strategy, Finance, Mergers & Acquisitions, Wealth Management, Management, Leadership, Asset Management, Investment Management, Product Management, Hedge Funds, Corporate Finance, Private Equity, Banking, Professional Services, Alternative Investments, Portfolio Management, Capital Markets, Private Banking, Securities
Education
1986 — 1988
Juris Doctorate, Law
Baylor University 1983 — 1985
MA, International Journalism
The George Washington University 1980 — 1983
BA, International Affairs
Universite' de Neuchatel, Switzerland 1982 — 1982
French
Universite' de Nice, France 1981 — 1981
French
Southeastern Louisiana University 1978 — 1980
Government
Stephanie Gisler-Rashid Stephanie Gisler-Rashid's Contango Capital Advisors Experience June 2006 - June 2007
Job Sponsored Research Administrator
Industry Research
Experience
Contractor November 2014 - Present
Sanford-Burnham Medical Research Institute September 2009 - May 2010
University of California at San Diego July 2007 - September 2009
Contango Capital Advisors June 2006 - June 2007
National University March 2005 - June 2006
Skills
Business Planning, New Business Development, SBA, Contract Negotiation, Budgets, Grant Writing, Program Management, Public Speaking, Leadership, Team Leadership, Accounting, Strategic Planning, Project Management, Management, Market Research, Customer Service, Banking, Team Building, Organizational..., Research, Leadership Development, Human Resources, Nonprofits, Policy, Fundraising, Analysis, Proposal Writing, Grants, Risk Management, Event Planning, Training, Data Analysis, Process Improvement, PowerPoint, Marketing, Social Networking
Education
University of California, San Diego 2000 — 2003
B.A., Media
Contractor November 2014 - Present
Sanford-Burnham Medical Research Institute September 2009 - May 2010
University of California at San Diego July 2007 - September 2009
Contango Capital Advisors June 2006 - June 2007
National University March 2005 - June 2006
Skills
Business Planning, New Business Development, SBA, Contract Negotiation, Budgets, Grant Writing, Program Management, Public Speaking, Leadership, Team Leadership, Accounting, Strategic Planning, Project Management, Management, Market Research, Customer Service, Banking, Team Building, Organizational..., Research, Leadership Development, Human Resources, Nonprofits, Policy, Fundraising, Analysis, Proposal Writing, Grants, Risk Management, Event Planning, Training, Data Analysis, Process Improvement, PowerPoint, Marketing, Social Networking
Education
University of California, San Diego 2000 — 2003
B.A., Media
Susan Futterman Susan Futterman's Contango Capital Advisors Experience October 2010 - Present
Job Marriage & Family Therapist Trainee at Pacific Center for Human Growth
Industry Financial Services
Experience
Strategic Marketing & Communications for the Nonprofit Sector March 2014 - Present
Therapeutic Behavior Services, La Cheim February 2014 - Present
American Foundation for Suicide Prevention January 2014 - Present
Pacific Center for Human Growth June 2013 - Present
Contango Capital Advisors October 2010 - Present
Raymond James Financial 2008 - September 2010
Raymond James 2007 - 2008
Contango Capital Advisors 2004 - 2007
Silicon Valley Business Journal 2004 - 2005
Netcentives 2000 - 2003
Skills
Marketing Communications, Public Speaking, Corporate Communications, Newsletters, Editing, Strategic Communications, Internal Communications, Marketing, Copy Editing, Event Planning, Press Releases, Publishing, Publications, Management, Editorial, Nonprofits, Leadership, Copywriting, Media Relations, Project Management, Crisis Communications, Public Relations, Blogging, Speech Writing, Content Development, Content Strategy, Social Networking, Web Content, Social Media Marketing, Content Management, Community Development, Email Marketing, Strategic Partnerships, Publicity
Education
Northwestern University 1984 — 1985
MSJ, Journalism
Stanford University 1971 — 1975
BA
El Camino Real 1968 — 1971
Strategic Marketing & Communications for the Nonprofit Sector March 2014 - Present
Therapeutic Behavior Services, La Cheim February 2014 - Present
American Foundation for Suicide Prevention January 2014 - Present
Pacific Center for Human Growth June 2013 - Present
Contango Capital Advisors October 2010 - Present
Raymond James Financial 2008 - September 2010
Raymond James 2007 - 2008
Contango Capital Advisors 2004 - 2007
Silicon Valley Business Journal 2004 - 2005
Netcentives 2000 - 2003
Skills
Marketing Communications, Public Speaking, Corporate Communications, Newsletters, Editing, Strategic Communications, Internal Communications, Marketing, Copy Editing, Event Planning, Press Releases, Publishing, Publications, Management, Editorial, Nonprofits, Leadership, Copywriting, Media Relations, Project Management, Crisis Communications, Public Relations, Blogging, Speech Writing, Content Development, Content Strategy, Social Networking, Web Content, Social Media Marketing, Content Management, Community Development, Email Marketing, Strategic Partnerships, Publicity
Education
Northwestern University 1984 — 1985
MSJ, Journalism
Stanford University 1971 — 1975
BA
El Camino Real 1968 — 1971
Keley Petersen's Contango Capital Advisors Experience October 2005 - November 2008
Job Founder and C.E.O. at Willow Grove Advisors, LLC
Industry Investment Management
Experience
Willow Grove Advisors, LLC December 2008 - Present
ProVisors 2011 - 2015
ProVisors 2011 - 2015
Contango Capital Advisors October 2005 - November 2008
Hewins Financial Advisors July 2004 - September 2005
Deloitte & Touche July 1999 - September 2003
Pacific Environment 1998 - 2003
As You Sow Foundation 1995 - 2003
Progress Investment Management June 1997 - September 1999
Progressive Asset Management April 1995 - June 1997
Skills
Socially Responsible..., Investment Management, Investment Strategies, Financial Services, Financial Advisory, Wealth Management, Investments, Finance, Mergers & Acquisitions, Asset Managment, Trading, Fixed Income, Entrepreneurship, Investment Advisory, Portfolio Management, Leadership, Wealth Management..., Valuation, Strategic Planning, Venture Capital, Strategy, Tax, Hedge Funds, Asset Allocation, High Net Worth..., Sales, Equities, Strategic Financial..., Financial Modeling, Accounting, Alternative Investments, Private Equity, Wealth, Securities, Mutual Funds, Emerging Markets, Due Diligence, Investment Banking, Equity Research, Investor Relations, Corporate Development, Capital Markets, Funding
Education
Harvard Business School 1985 — 1987
MBA, Management and Finance
University of Nebraska at Omaha 1979 — 1982
BSBA, Marketing, Management, Math, Political Science
Willow Grove Advisors, LLC December 2008 - Present
ProVisors 2011 - 2015
ProVisors 2011 - 2015
Contango Capital Advisors October 2005 - November 2008
Hewins Financial Advisors July 2004 - September 2005
Deloitte & Touche July 1999 - September 2003
Pacific Environment 1998 - 2003
As You Sow Foundation 1995 - 2003
Progress Investment Management June 1997 - September 1999
Progressive Asset Management April 1995 - June 1997
Skills
Socially Responsible..., Investment Management, Investment Strategies, Financial Services, Financial Advisory, Wealth Management, Investments, Finance, Mergers & Acquisitions, Asset Managment, Trading, Fixed Income, Entrepreneurship, Investment Advisory, Portfolio Management, Leadership, Wealth Management..., Valuation, Strategic Planning, Venture Capital, Strategy, Tax, Hedge Funds, Asset Allocation, High Net Worth..., Sales, Equities, Strategic Financial..., Financial Modeling, Accounting, Alternative Investments, Private Equity, Wealth, Securities, Mutual Funds, Emerging Markets, Due Diligence, Investment Banking, Equity Research, Investor Relations, Corporate Development, Capital Markets, Funding
Education
Harvard Business School 1985 — 1987
MBA, Management and Finance
University of Nebraska at Omaha 1979 — 1982
BSBA, Marketing, Management, Math, Political Science
Kevin Mikan Kevin Mikan's Contango Capital Advisors Experience April 2004 - March 2012
Job UHNW Wealth Strategist Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Western National Trust Company July 2005 - March 2012
Contango Capital Advisors April 2004 - March 2012
Skills
Asset Management, Investments, Portfolio Management, Succession Planning, Estate Planning, Wealth Management..., Wealth, Financial Advisory, Wealth Management, Mergers & Acquisitions, Strategic Financial...
Education
University of the Pacific - McGeorge School of Law 1986 — 1989
Doctor of Law (JD)
Loyola Marymount University
Bachelor's degree
Merrill Lynch September 2012 - Present
Western National Trust Company July 2005 - March 2012
Contango Capital Advisors April 2004 - March 2012
Skills
Asset Management, Investments, Portfolio Management, Succession Planning, Estate Planning, Wealth Management..., Wealth, Financial Advisory, Wealth Management, Mergers & Acquisitions, Strategic Financial...
Education
University of the Pacific - McGeorge School of Law 1986 — 1989
Doctor of Law (JD)
Loyola Marymount University
Bachelor's degree
Ryan Halliday Ryan Halliday's Contango Capital Advisors Experience June 2005 - June 2007
Job CEO/Managing Partner at Crewe Advisors
Industry Financial Services
Experience
Crewe Advisors January 2015 - Present
Wealth Navigation Advisors, LLC June 2007 - January 2015
Contango Capital Advisors June 2005 - June 2007
AYCO, A Goldman Sachs Company June 1999 - June 2005
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Financial Advisory, Insurance, Wealth, Management, Small Business, Wealth Management..., Financial Planners, High Net Worth..., Employee Benefits, Alternative Investments, Executive Management, Wealth Management, Asset Management, Series 7, Mutual Funds, Portfolio Management, Investment Management, Business Development, Securities, Investment Advisory, Strategy, Leadership
Education
Walsh College of Accountancy and Business Administration 2000 — 2001
MS Finance, Financial Planning, Tax, Economics
The College of Saint Rose 1997 — 1999
BSBA, Business, Economics, Finance
Crewe Advisors January 2015 - Present
Wealth Navigation Advisors, LLC June 2007 - January 2015
Contango Capital Advisors June 2005 - June 2007
AYCO, A Goldman Sachs Company June 1999 - June 2005
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Financial Advisory, Insurance, Wealth, Management, Small Business, Wealth Management..., Financial Planners, High Net Worth..., Employee Benefits, Alternative Investments, Executive Management, Wealth Management, Asset Management, Series 7, Mutual Funds, Portfolio Management, Investment Management, Business Development, Securities, Investment Advisory, Strategy, Leadership
Education
Walsh College of Accountancy and Business Administration 2000 — 2001
MS Finance, Financial Planning, Tax, Economics
The College of Saint Rose 1997 — 1999
BSBA, Business, Economics, Finance
Herman Lewkowitz's Contango Capital Advisors Experience 2006 - 2010
Job 1st Vice President, Senior Private Banker at CoBiz Private Bank
Industry Financial Services
Experience
CoBiz Private Bank January 2014 - Present
BMO Private Bank July 2010 - July 2013
Contango Capital Advisors 2006 - 2010
BG Associates, Inc. 2000 - 2006
Skills
Wealth Management, Investments, Estate Planning, Mutual Funds, Due Diligence, Asset Managment, Valuation, Equities, Mergers & Acquisitions, Portfolio Management, Loans, Retirement Planning, Real Estate, Strategic Financial..., Financial Analysis, High Net Worth..., Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Commercial Lending
Education
Arizona State University, W. P. Carey School of Business 1994 — 1996
MBA
University of Arizona 1980 — 1983
BSBA, Finance & Real Estate
CoBiz Private Bank January 2014 - Present
BMO Private Bank July 2010 - July 2013
Contango Capital Advisors 2006 - 2010
BG Associates, Inc. 2000 - 2006
Skills
Wealth Management, Investments, Estate Planning, Mutual Funds, Due Diligence, Asset Managment, Valuation, Equities, Mergers & Acquisitions, Portfolio Management, Loans, Retirement Planning, Real Estate, Strategic Financial..., Financial Analysis, High Net Worth..., Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Commercial Lending
Education
Arizona State University, W. P. Carey School of Business 1994 — 1996
MBA
University of Arizona 1980 — 1983
BSBA, Finance & Real Estate
Aaron D. Martin Aaron D. Martin's Contango Capital Advisors Experience December 2004 - December 2007
Job Director/Producer
Industry Motion Pictures and Film
Experience
VUDU 2011 - Present
Archangel Alpha January 2008 - Present
Chance Studios September 2001 - Present
Up All Nite June 2009 - September 2009
Inner City Snow April 2009 - April 2009
Geek Love March 2008 - March 2008
Joe vs The Occult March 2008 - March 2008
Contango Capital Advisors December 2004 - December 2007
Adjudication June 2007 - June 2007
Goodnight, Socialite February 2007 - February 2007
Skills
Film, Motion Graphics, Troubleshooting, Film Production, Lighting, Web Development, Entertainment, Computer Animation, Video, Photography, Visual Effects, Screenwriting, Camera, Producing, Short Films, Video Editing, Music Videos, Television, Video Production, Camera Operating, Final Cut Pro
Education
Kirkwood Community College
VUDU 2011 - Present
Archangel Alpha January 2008 - Present
Chance Studios September 2001 - Present
Up All Nite June 2009 - September 2009
Inner City Snow April 2009 - April 2009
Geek Love March 2008 - March 2008
Joe vs The Occult March 2008 - March 2008
Contango Capital Advisors December 2004 - December 2007
Adjudication June 2007 - June 2007
Goodnight, Socialite February 2007 - February 2007
Skills
Film, Motion Graphics, Troubleshooting, Film Production, Lighting, Web Development, Entertainment, Computer Animation, Video, Photography, Visual Effects, Screenwriting, Camera, Producing, Short Films, Video Editing, Music Videos, Television, Video Production, Camera Operating, Final Cut Pro
Education
Kirkwood Community College
Greg Chiampou's Contango Capital Advisors Experience 2007 - 2012
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Contango Capital Advisors 2007 - 2012
Telegraph Hill Advisory 2000 - 2007
Heights Capital Management 1997 - 2000
JP Morgan 1988 - 1996
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Dartmouth College
Bachelor of Arts (B.A.), Mathematics and Anthropology
Wells Fargo 2014 - Present
Contango Capital Advisors 2007 - 2012
Telegraph Hill Advisory 2000 - 2007
Heights Capital Management 1997 - 2000
JP Morgan 1988 - 1996
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Dartmouth College
Bachelor of Arts (B.A.), Mathematics and Anthropology
Brett Allred's Contango Capital Advisors Experience May 2007 - November 2008
Job Wealth Consultant at LPL Financial
Industry Investment Management
Experience
LPL Financial September 2014 - Present
UnionBanc Investment Services December 2008 - September 2014
Contango Capital Advisors May 2007 - November 2008
Centara Capital Management 2006 - 2007
Banc of America Investments 2001 - 2004
Education
United States Naval Academy 1989 — 1994
Control Systems
Choate Rosemary Hall
LPL Financial September 2014 - Present
UnionBanc Investment Services December 2008 - September 2014
Contango Capital Advisors May 2007 - November 2008
Centara Capital Management 2006 - 2007
Banc of America Investments 2001 - 2004
Education
United States Naval Academy 1989 — 1994
Control Systems
Choate Rosemary Hall
Edward Plotkin's Contango Capital Advisors Experience September 2010 - April 2014
Job Senior Vice President Client Advisor at BOSC, Inc. & The Private Bank
Industry Investment Management
Experience
BOK Financial April 2014 - Present
Contango Capital Advisors September 2010 - April 2014
MidFirst Bank September 2005 - September 2010
UBS Wealth Management 2005 - 2005
Merrill Lynch 2002 - 2005
Skills
Customer Service, High Net Worth..., Financial Analysis, Wealth Management, Wealth Management..., Finance, Portfolio Management, Investments, Credit, Strategic Planning, Risk Management
Education
University of Arizona 1987 — 1991
BA, Economics
St. Louis Country Day School 1979 — 1987
BOK Financial April 2014 - Present
Contango Capital Advisors September 2010 - April 2014
MidFirst Bank September 2005 - September 2010
UBS Wealth Management 2005 - 2005
Merrill Lynch 2002 - 2005
Skills
Customer Service, High Net Worth..., Financial Analysis, Wealth Management, Wealth Management..., Finance, Portfolio Management, Investments, Credit, Strategic Planning, Risk Management
Education
University of Arizona 1987 — 1991
BA, Economics
St. Louis Country Day School 1979 — 1987
Shay Brunson's Contango Capital Advisors Experience September 2008 - June 2009
Job Public Finance
Industry Investment Banking
Experience
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Contango Capital Advisors September 2008 - June 2009
Global Financial Advisors, Inc. January 2008 - April 2008
Brigham Young University January 2008 - April 2008
Skills
Bilingual-Spanish, Investments, Financial Modeling, Portfolio Management, Bloomberg, Analysis, Analytics, Asset Allocation, Asset Management, Building Relationships, Capital Markets, Corporate Finance, Credit, Credit Analysis, Derivatives, Due Diligence, Economics, Finance, Financial Advisory, Financial Analysis, Fixed Income, Hedging, Investment Banking, Investment Strategies, Leadership, Mergers, Mutual Funds, Options, Private Equity, Securities, Series 7, Valuation
Education
Brigham Young University 2002 — 2008
B.A., Economics
Wells Fargo Securities June 2013 - Present
Wells Fargo Securities June 2010 - June 2013
Contango Capital Advisors September 2008 - June 2009
Global Financial Advisors, Inc. January 2008 - April 2008
Brigham Young University January 2008 - April 2008
Skills
Bilingual-Spanish, Investments, Financial Modeling, Portfolio Management, Bloomberg, Analysis, Analytics, Asset Allocation, Asset Management, Building Relationships, Capital Markets, Corporate Finance, Credit, Credit Analysis, Derivatives, Due Diligence, Economics, Finance, Financial Advisory, Financial Analysis, Fixed Income, Hedging, Investment Banking, Investment Strategies, Leadership, Mergers, Mutual Funds, Options, Private Equity, Securities, Series 7, Valuation
Education
Brigham Young University 2002 — 2008
B.A., Economics
Milton Balbuena's Contango Capital Advisors Experience 2004 - 2011
Job CEO at Blue Hall Capital, LLC
Industry Financial Services
Experience
Blue Hall Capital, LLC March 2013 - Present
Contango Capital Advisors 2004 - 2011
Charles Schwab 2000 - 2002
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
University of California, Berkeley, Haas School of Business
Blue Hall Capital, LLC March 2013 - Present
Contango Capital Advisors 2004 - 2011
Charles Schwab 2000 - 2002
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
University of California, Berkeley, Haas School of Business
Jill Pettijohn's Contango Capital Advisors Experience 2005 - 2007
Job Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Fidelity Investments 2008 - February 2015
Contango Capital Advisors 2005 - 2007
ADP 2003 - 2005
University Venture Fund 2001 - 2003
Fidelity Investments 2000 - 2002
Payne Anthony Jewelers 1998 - 2000
Skills
Team Building, SaaS, Strategy, Wealth Management, Product Management, Banking, Leadership, E-commerce, Management, Marketing, Analysis, Market Research, Management Consulting, Social Media, Public Speaking, Microsoft Office, Customer Service, Sales, Strategic Planning, Social Media Marketing, Investments, Financial Analysis
Education
Brigham Young University - Idaho 1995 — 1998
Business communications
University of Utah
Business
Morgan Stanley March 2015 - Present
Fidelity Investments 2008 - February 2015
Contango Capital Advisors 2005 - 2007
ADP 2003 - 2005
University Venture Fund 2001 - 2003
Fidelity Investments 2000 - 2002
Payne Anthony Jewelers 1998 - 2000
Skills
Team Building, SaaS, Strategy, Wealth Management, Product Management, Banking, Leadership, E-commerce, Management, Marketing, Analysis, Market Research, Management Consulting, Social Media, Public Speaking, Microsoft Office, Customer Service, Sales, Strategic Planning, Social Media Marketing, Investments, Financial Analysis
Education
Brigham Young University - Idaho 1995 — 1998
Business communications
University of Utah
Business
Andrew Im's Contango Capital Advisors Experience 2008 - 2008
Job Analyst | Hedge Fund at Taconic Capital Advisors
Industry Investment Management
Experience
Taconic Capital Advisors 2015 - Present
Echo Street Capital 2013 - 2015
Francisco Partners 2011 - 2013
Deutsche Bank 2010 - 2011
Viant Group, LLC 2009 - 2009
Deutsche Bank 2009 - 2009
Contango Capital Advisors 2008 - 2008
Korea Mergers & Acquisitions Consulting Association 2007 - 2007
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Mergers, Mergers & Acquisitions, M&A experience, Korean, Due Diligence, Corporate Finance, Capital Markets, Corporate Development, Hedge Funds, Financial Analysis, Technical Analysis, Information Search, Drums, M&A due diligence, Investment Management, Stock Valuation, Public Markets, Equities
Education
University of California, Berkeley
B.S. // B.A., Engineering Mathematics and Statistics // Economics, 4.0
Korea Science Academy
High School, General Science
Columbia University in the City of New York
Certificate, Intensive Seminars in Modern Chemistry
Taconic Capital Advisors 2015 - Present
Echo Street Capital 2013 - 2015
Francisco Partners 2011 - 2013
Deutsche Bank 2010 - 2011
Viant Group, LLC 2009 - 2009
Deutsche Bank 2009 - 2009
Contango Capital Advisors 2008 - 2008
Korea Mergers & Acquisitions Consulting Association 2007 - 2007
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Mergers, Mergers & Acquisitions, M&A experience, Korean, Due Diligence, Corporate Finance, Capital Markets, Corporate Development, Hedge Funds, Financial Analysis, Technical Analysis, Information Search, Drums, M&A due diligence, Investment Management, Stock Valuation, Public Markets, Equities
Education
University of California, Berkeley
B.S. // B.A., Engineering Mathematics and Statistics // Economics, 4.0
Korea Science Academy
High School, General Science
Columbia University in the City of New York
Certificate, Intensive Seminars in Modern Chemistry
Salvatore Mineo's Contango Capital Advisors Experience May 2007 - March 2014
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. March 2014 - Present
Contango Capital Advisors May 2007 - March 2014
Education
University of Nevada-Las Vegas 1994 — 1998
Bachelors Degree, Finance
Redlands High School 1991 — 1994
High School
UBS Financial Services, Inc. March 2014 - Present
Contango Capital Advisors May 2007 - March 2014
Education
University of Nevada-Las Vegas 1994 — 1998
Bachelors Degree, Finance
Redlands High School 1991 — 1994
High School
Anthony P. Satriano's Contango Capital Advisors Experience March 2008 - June 2014
Job Vice PresidentWealth Management UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2014 - Present
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors 2008 - 2011
Colorado Capital Bank 2007 - 2008
GCG Financial 2003 - 2007
Skills
Wealth Management, Investment Advisory, Retirement Planning, Wealth Accumulation, Wealth Preservation..., Retirement Income..., Financial Planning, Business Development, Succession Planning, Exit Strategies, Business Planning, Business Owner Planning, Financial Markets, Strategic Consulting, Estate Planning, Insurance, Deferred Compensation, College Education..., Change Management, Multi-generational..., Retirement Savings, Retirement Solutions, Portfolio Management, Finance, Asset Management, Financial Services, Leadership, Sales, Strategic Planning, Retirement
Education
University of Colorado at Boulder 1989 — 1995
Bachelors
UBS Financial Services June 2014 - Present
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors 2008 - 2011
Colorado Capital Bank 2007 - 2008
GCG Financial 2003 - 2007
Skills
Wealth Management, Investment Advisory, Retirement Planning, Wealth Accumulation, Wealth Preservation..., Retirement Income..., Financial Planning, Business Development, Succession Planning, Exit Strategies, Business Planning, Business Owner Planning, Financial Markets, Strategic Consulting, Estate Planning, Insurance, Deferred Compensation, College Education..., Change Management, Multi-generational..., Retirement Savings, Retirement Solutions, Portfolio Management, Finance, Asset Management, Financial Services, Leadership, Sales, Strategic Planning, Retirement
Education
University of Colorado at Boulder 1989 — 1995
Bachelors
Jonathan Amick's Contango Capital Advisors Experience April 2012 - Present
Job Wealth Planning Strategist at Contango Capital Advisors
Industry Financial Services
Experience
Contango Capital Advisors April 2012 - Present
Contango Capital Advisors 2011 - April 2012
U.S. Bank August 2009 - July 2010
US Bank February 2008 - August 2009
Thrivent Financial for Lutherans May 2007 - August 2007
Sprint August 2003 - May 2007
Skills
Sales, Investments, Teamwork, Financial Analysis
Education
Metropolitan State University 2003 — 2007
BS, Business Administration
Contango Capital Advisors April 2012 - Present
Contango Capital Advisors 2011 - April 2012
U.S. Bank August 2009 - July 2010
US Bank February 2008 - August 2009
Thrivent Financial for Lutherans May 2007 - August 2007
Sprint August 2003 - May 2007
Skills
Sales, Investments, Teamwork, Financial Analysis
Education
Metropolitan State University 2003 — 2007
BS, Business Administration
Cory Clar's Contango Capital Advisors Experience 2008 - 2011
Job Writer and Editor, User Experience (UX)
Industry Financial Services
Experience
Wells Fargo December 2013 - June 2015
Wescom Credit Union October 2012 - November 2013
Morgan Stanley Smith Barney 2012 - January 2012
Wescom Credit Union January 2010 - November 2011
Franklin Templeton Investments 2011 - 2011
Wescom Credit Union 2010 - 2011
Contango Capital Advisors 2008 - 2011
Nollenberger Capital Partners 2006 - 2007
Merriman Curhan Ford & Co. 2003 - 2006
Financial Services and Biotechnology Companies 2001 - 2003
Skills
Editing, Risk Management, Copywriting, Microsoft Excel, Leadership, Research, Series 7, Copy Editing, Financial Analysis, Investments, Asset Managment, Asset Management, Marketing, Marketing Communications, Equity Research, Financial Modeling, Social Media
Education
University of California, Santa Cruz
BA
Wells Fargo December 2013 - June 2015
Wescom Credit Union October 2012 - November 2013
Morgan Stanley Smith Barney 2012 - January 2012
Wescom Credit Union January 2010 - November 2011
Franklin Templeton Investments 2011 - 2011
Wescom Credit Union 2010 - 2011
Contango Capital Advisors 2008 - 2011
Nollenberger Capital Partners 2006 - 2007
Merriman Curhan Ford & Co. 2003 - 2006
Financial Services and Biotechnology Companies 2001 - 2003
Skills
Editing, Risk Management, Copywriting, Microsoft Excel, Leadership, Research, Series 7, Copy Editing, Financial Analysis, Investments, Asset Managment, Asset Management, Marketing, Marketing Communications, Equity Research, Financial Modeling, Social Media
Education
University of California, Santa Cruz
BA
Benjamin Sawyer's Contango Capital Advisors Experience November 2006 - July 2009
Job Vice President and Wealth Management Advisor at US Bank's Private Client Reserve
Industry Investment Management
Experience
US Bank's Private Client Reserve June 2010 - Present
Westover Capital Advisors October 2009 - June 2010
Contango Capital Advisors November 2006 - July 2009
PNC Wealth Management January 2004 - November 2006
Skills
Investments, Portfolio Management, Wealth Management, Management, Wealth Management..., Finance, New Business Development, Banking, Wealth, Credit, Investment Management, Financial Analysis, Asset Management, High Net Worth..., Loans, Commercial Lending, Financial Services, Credit Analysis, Mutual Funds
Education
American University - Kogod School of Business 2002 — 2004
MBA, Finance
Dickinson College 1993 — 1997
BA, History
US Bank's Private Client Reserve June 2010 - Present
Westover Capital Advisors October 2009 - June 2010
Contango Capital Advisors November 2006 - July 2009
PNC Wealth Management January 2004 - November 2006
Skills
Investments, Portfolio Management, Wealth Management, Management, Wealth Management..., Finance, New Business Development, Banking, Wealth, Credit, Investment Management, Financial Analysis, Asset Management, High Net Worth..., Loans, Commercial Lending, Financial Services, Credit Analysis, Mutual Funds
Education
American University - Kogod School of Business 2002 — 2004
MBA, Finance
Dickinson College 1993 — 1997
BA, History
Allen Shui's Contango Capital Advisors Experience October 2007 - October 2009
Job Freelance Consultant / Technical Writer
Industry Information Technology and Services
Experience
Certified Freelance Professionals January 2011 - Present
Standard Travel October 2009 - February 2011
Contango Capital Advisors October 2007 - October 2009
Merrill Lynch July 2002 - October 2007
Merrill Lynch September 1999 - June 2002
Merrill Lynch September 1996 - August 1999
Skills
SAP R/3, Salesforce.com, Financial Management, Retirement Planning, Investment Advisory, Computer Hardware, Windows, Linux, Managerial Finance, Management, Business Development, Business Planning, Portfolio Management, Investments, Business Analysis
Education
College for Financial Planning 2006 — 2007
CRPC, Retirement Planning
Kaplan University 2002 — 2003
CFM, Financial Management
California State Polytechnic University-Pomona 1995 — 2002
BS, International Business & Marketing
Certified Freelance Professionals January 2011 - Present
Standard Travel October 2009 - February 2011
Contango Capital Advisors October 2007 - October 2009
Merrill Lynch July 2002 - October 2007
Merrill Lynch September 1999 - June 2002
Merrill Lynch September 1996 - August 1999
Skills
SAP R/3, Salesforce.com, Financial Management, Retirement Planning, Investment Advisory, Computer Hardware, Windows, Linux, Managerial Finance, Management, Business Development, Business Planning, Portfolio Management, Investments, Business Analysis
Education
College for Financial Planning 2006 — 2007
CRPC, Retirement Planning
Kaplan University 2002 — 2003
CFM, Financial Management
California State Polytechnic University-Pomona 1995 — 2002
BS, International Business & Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY