Crowell, Weedon & Co.

Industry: Company

Description

Headquarters: Los Angeles, CA Founded: 1932 Parent organization: D. A. Davidson & Co. Subsidiary: Crowell, Weedon & Co., Asset Management Arm

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Crowell, Weedon & Co. Employees

Employee
Years
Job
Industry
Joseph O'Leary Joseph O'Leary Greater San Diego Area Details
Joseph O'Leary's Crowell, Weedon & Co. Experience July 2013 - April 2014
Job Financial Advisor and Senior Vice President, Investments at The O'Leary Group of Raymond James
Industry Investment Management
Experience
Raymond James  April 2014 - Present
Crowell, Weedon & Co.   July 2013 - April 2014
Crowell, Weedon & Co.   January 2005 - July 2013
United States Navy  July 1970 - April 1993

Skills
Alternative Investments, Strategic Financial..., Investment Strategies, Asset Allocation, Estate Planning, Hedge Funds, Investment Advisory, Fixed Income, FINRA, Series 65, Retirement, ETFs

Education
Lafayette College   1966 — 1970
AB, History

University of Denver   1991 — 1992
Masters of Science, Systems Management

Sarah Wolf Sarah Wolf Greater Los Angeles Area Details
Sarah Wolf's Crowell, Weedon & Co. Experience May 2007 - August 2007
Job MBA Candidate, UCLA Anderson
Industry Financial Services
Experience
Intel Corporation  June 2015 - September 2015
12Twenty, Inc.   December 2014 - March 2015
Charlotte Mecklenburg Schools  August 2012 - June 2014
Teach For America  June 2012 - June 2014
Teach for America  October 2010 - May 2012
The Advisory Board Company  July 2009 - September 2010
Duke University  September 2006 - February 2009
Crowell, Weedon & Co.   May 2007 - August 2007

Skills
Social Media, Event Planning, Event Management, Project Management, Community Outreach, Fundraising, Data Analysis, Cross-functional..., Strategy, Public Speaking, Teaching, Educational Leadership, Lesson Planning, Databases, Cross-functional Team..., Financial Analysis

Education
UCLA Anderson School of Management   2014 — 2016
Master of Business Administration (MBA)

University of North Carolina at Charlotte   2012 — 2013
Graduate Certificate, Elementary Education and Teaching, 4.0

Duke University   2005 — 2009
BS, Economics

Jennifer Tonda Jennifer Tonda San Francisco Bay Area Details
Jennifer Tonda's Crowell, Weedon & Co. Experience November 2011 - October 2013
Job Institutional Corporate Trading at Falcon Square Capital
Industry Financial Services
Experience
Falcon Square Capital   July 2014 - Present
Crowell, Weedon & Co.   November 2011 - October 2013
Stone & Youngberg  June 2003 - October 2011
Charles Schwab  August 1993 - June 2003

Skills
Bonds, Trading, Investments, Structured Finance, Series 7, High Yield, Fixed Income, Bloomberg, Series 63, Equities, Alternative Investments, Securities, Asset Management, Portfolio Management, Wealth Management

Education
UC Berkeley
BA, Business/Economics

Joe Chen Joe Chen Los Angeles, California Details
Joe Chen's Crowell, Weedon & Co. Experience February 2013 - May 2013
Job UCLA graduate
Industry Financial Services
Experience
City of Torrance  January 2015 - March 2015
Crowell, Weedon & Co.   February 2013 - May 2013
Merrill Lynch  January 2013 - March 2013
Maker Studios Inc  September 2012 - December 2012

Skills
Microsoft Excel, QuickBooks, Outlook, Microsoft Word, Wordpress, PowerPoint, Finance, Accounting, Wealth Management, Event Planning, Marketing

Education
UCLA   2010 — 2014
Bachelor's Degree, Economics

Sciences Po   2014 — 2014
Study Abroad, Economics

Jeff Nelsen Jeff Nelsen Orange County, California Area Details
Jeff Nelsen's Crowell, Weedon & Co. Experience 1992 - 1994
Job Executive Coach at The Massimo Group
Industry Management Consulting
Experience
The Massimo Group   August 2014 - Present
Vistage International, Inc  2014 - Present
Townsend Partners   2004 - Present
CarrAmerica Realty Corp  2000 - 2004
Polygon Development Company   1999 - 2000
The Koll Company  1994 - 1999
Crowell, Weedon & Co.   1992 - 1994
SDC Development Company   1986 - 1992
Turner Construction Company  1981 - 1986

Skills
Senior Real Estate..., Executive Coach, Senior Advisor, Leadership, Strategy, Growth, Collaboration, Innovation, Investments, Valuation, Business Strategy, Real Estate, Strategic Planning, Contract Negotiation, Sales Management, Forecasting, Negotiation, New Business Development, Due Diligence, Financial Analysis, Asset Management, Construction, Disposition, Real Estate Development, Customer Service, Investment Properties, Start-ups, Property, Entitlements, Portfolio Management, Residential Homes, Budgets, P&L responsibility in..., Managed 100's of..., CA Contractor B License..., CA DRE #01898290, Budgeting, Customer Relations, Risk Management, Marketing Strategy, Team Building, Coaching, Business Planning, Problem Solving, Operations Management, Management, Entrepreneurship, Real Estate Economics, Real Estate Transactions, Marketing

Education
Dartmouth College
BA, Engineering/ Economics

Vistage International
Coaching and Peer Advisory and Facilitation

Center for Executive Coaching
Executive Coach Certification

Amos Tuck School of Business, Dartmouth College

Thayer School of Engineering at Dartmouth

Stacey Waite Stacey Waite Greater San Diego Area Details
Stacey Waite's Crowell, Weedon & Co. Experience April 2005 - August 2008
Job Regional Sales Vice President at MetLife
Industry Insurance
Experience
MetLife  July 2013 - Present
MetLife  October 2009 - July 2013
LPL Financial  August 2008 - October 2009
Crowell, Weedon & Co.   April 2005 - August 2008

Skills
Series 6, Series 63, Variable Annuities, Fixed Annuities, Sales, Presenter, Sales Presentations, Marketing, Financial Advisory, Life Insurance, Retirement Planning, Sales Operations, Investments, Insurance, Retirement

Education
UCLA
Bachelor of Arts (B.A.), Political Science and Government

Bo Yan, CFA Bo Yan, CFA Greater Los Angeles Area Details
Bo Yan, CFA's Crowell, Weedon & Co. Experience September 2008 - October 2010
Job Senior Associate at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates  March 2011 - Present
Crowell, Weedon & Co.   September 2008 - October 2010
Kravis Leadership Institute  December 2007 - August 2008

Skills
Bloomberg, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Capital IQ, Hedge Funds, Investment Strategies, Fixed Income, Equities, Derivatives, Private Equity, Valuation, Trading, Portfolio Management, Performance Measurement, Performance Attribution, Risk Management, Risk Analysis, Equity Research, Alternative Investments, Quantitative Analytics, Asset Allocation, Quantitative Finance

Education
Claremont Graduate University   2010 — 2011
MS, Math

Claremont Graduate University   2007 — 2009
MS, Financial Engineering

Lauren E. Massie Lauren E. Massie Greater Minneapolis-St. Paul Area Details
Lauren E. Massie's Crowell, Weedon & Co. Experience January 2011 - May 2011
Job Manager, Client Leadership at The Mars Agency
Industry Marketing and Advertising
Experience
The Mars Agency  February 2014 - Present
The Mars Agency  February 2013 - January 2014
The Mars Agency  August 2011 - January 2013
Wells Fargo Investments  June 2011 - August 2011
Crowell, Weedon & Co.   January 2011 - May 2011
Columbus Vegetable Oils  June 2010 - December 2010
Crowell, Weedon & Co.   July 2008 - August 2008

Skills
Marketing, Shopper Marketing, Accounting, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Customer Service, Google Chrome, Finance, Time Management, Leadership, Advertising, Product Promotion

Education
Miami University - Farmer School of Business   2006 — 2010
Bachelor of Science, Accounting

University of Louisville   2008 — 2008

Edina High School   2002 — 2006

Judy Morris Judy Morris Sherman Oaks, California Details
Judy Morris's Crowell, Weedon & Co. Experience March 2001 - March 2006
Job Managing Director
Industry Professional Training & Coaching
Experience
RRN Coaching   March 2009 - Present
UBS  March 2006 - March 2009
Securities Industry   1998 - 2009
Crowell, Weedon & Co.   March 2001 - March 2006

Skills
Coaching, Strategic Planning, Public Speaking, Leadership Development, Team Building, Teaching, Customer Service, Change Management, Training, Negotiation, Executive Coaching, Management, Personal Development, Organizational..., English

Education
Landmark Education

WRS

John Willett John Willett Long Beach, California Details
John Willett's Crowell, Weedon & Co. Experience 1989 - December 1995
Job LPL Registered Principal at Willett Financial Services
Industry Investment Management
Experience
Willett Financial Services   August 2005 - Present
Halbert Hargrove  November 1995 - August 2005
Crowell, Weedon & Co.   1989 - December 1995
Crowell, Weedon & Co.   February 1977 - 1989
Dean Witter & Co.   June 1970 - February 1977

Education
UCLA   1966 — 1967
Master of Business Administration (MBA)

Santa Clara University   1957 — 1961
Bachelor of Arts (B.A.), Political Science

Loyola High School   1953 — 1957

Stephen Chakerian Stephen Chakerian Greater Los Angeles Area Details
Stephen Chakerian's Crowell, Weedon & Co. Experience May 2008 - September 2010
Job World Vision VisionFund International Accountant
Industry Accounting
Experience
World Vision  March 2014 - Present
KPMG US  October 2012 - February 2014
Azusa Pacific University  September 2011 - May 2012
KPMG US  June 2011 - July 2011
Crowell, Weedon & Co.   May 2008 - September 2010

Skills
Real Estate, Accounting, Auditing, Financial Accounting, Internal Controls, Financial Reporting, Contractual Agreements, Microsoft Excel, Microsoft Word, Outlook, Adobe, Big 4, Personal Finance, Stock Market, Index Funds, Budgets, Financial Analysis

Education
Azusa Pacific University   2010 — 2012
Bachelor of Science (BS), Accounting

David Medina David Medina Greater Los Angeles Area Details
David Medina's Crowell, Weedon & Co. Experience December 2014 - Present
Job Financial Advisor at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co.   December 2014 - Present
Avon  January 2004 - November 2014
Avon  March 1997 - January 2004
Avon  July 1993 - March 1997
Nestle S.A.   September 1992 - January 1993
Procter & Gamble  December 1987 - August 1991

Skills
Wealth Management, Personal Finance, Investments, Qualified Retirement..., Sales Operations, Direct Sales, Marketing Strategy, Sales, Cross-functional Team..., Marketing, Forecasting, Business Planning, Sales Management, Leadership, Strategy, Team Building, Retail, Competitive Analysis, Coaching, P&L Management, Merchandising, Management, Strategic Planning, CRM, Succession Planning, Market Analysis, Consumer Products, Business Strategy, Training, Team Leadership, Recruiting, Market Planning, Analysis, Process Improvement, Pricing, Business Development, Product Development, Performance Management, Marketing Management, Product Marketing, Inventory Management, Budgets, New Business Development, Selling, Operations Management, Leadership Development, Supply Chain, Supply Chain Management, Analytics, Entrepreneurship

Education
University of Southern California - Marshall School of Business   1991 — 1993
MBA, Business

University of Southern California - Marshall School of Business   1984 — 1987
BS, Business

University of California, Los Angeles   1983 — 1984
Economics, Freshman Year

Flintridge Preparatory School   1979 — 1983
High School

Curtis Hill Curtis Hill Beverly Hills, California Details
Curtis Hill's Crowell, Weedon & Co. Experience January 2009 - December 2013
Job Founder and President, Serenity Wealth Management
Industry Investment Management
Experience
Serenity Wealth Management- Encino, www.serenitywealthmanagement.com   December 2013 - Present
Crowell, Weedon & Co.   January 2009 - December 2013
RBC  November 2003 - January 2009
Morgan Stanley  June 1994 - November 2003
tekelec  1988 - 1993

Skills
Investment Strategies, Investment Advisory, Alternative Investments, Strategic Financial..., Estate Planning, Asset Managment, Equities, Investments, Wealth Management, Financial Advisory, Asset Allocation, Portfolio Management, Small Business, Securities, Marketing, Strategic Planning, Public Speaking

Education
Southern Methodist University   1978 — 1981
Masters of Science, Telecommunications

North Carolina State University   1974 — 1978
Bachelor of Sceince, Aerospace Engineering

North Carolina State University   1974 — 1978
Bachelor of Science, Electrical Engineering (BE)

The American College   2002 — 2005
Certified Financian Planner

Ian Frawley Ian Frawley Greater Los Angeles Area Details
Ian Frawley's Crowell, Weedon & Co. Experience September 2013 - January 2014
Job Intern at Crowell Weedon
Industry Financial Services
Experience
EY  June 2015 - August 2015
Crowell, Weedon & Co.   September 2013 - January 2014
CSUN  January 2013 - September 2013
Conejo Recreation and Park District  June 2013 - August 2013
Conejo Recreation and Park District  June 2012 - August 2012
Do it Center  June 2011 - September 2011

Education
California State University-Northridge   2012 — 2016
Accounting, Sophmore

Bill Council Bill Council Greater San Diego Area Details
Bill Council's Crowell, Weedon & Co. Experience 1977 - January 2015
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc.   January 2015 - Present
Crowell, Weedon & Co.   1977 - January 2015
USMC  January 1969 - June 1973

Skills
Investments, Series 7, Asset Management, Equities, Mutual Funds, Asset Allocation, Bonds, Securities, Series 63, Retirement Planning, Financial Planning

Education
UCSD
Bachelor of Arts (B.A.), Economics

Kathleen Betancourt Kathleen Betancourt Greater Los Angeles Area Details
Kathleen Betancourt's Crowell, Weedon & Co. Experience 2007 - 2010
Job Office Administrator
Industry Entertainment
Experience
Production, Entertainment Technology   March 2014 - Present
Bankers Life and Casualty  September 2012 - December 2012
Crowell, Weedon & Co.   2007 - 2010

Skills
Licensed Life Insurance..., Social Networking, Customer Service, Medicare, Medicare Advantage, Long-term Care, Medicare Prescription..., Training

Education
Mount St. Mary's College   2014 — 2016
Bachelor's Degree, Accounting and Business/Management

U.S. Army Quartermaster School   1989 — 1990
Certificate, Accounting

Gary Conley Gary Conley Greater Los Angeles Area Details
Gary Conley's Crowell, Weedon & Co. Experience November 2007 - January 2011
Job Independent Sales Representative at AIMPaaS
Industry Financial Services
Experience
AIMPaas   August 2014 - Present
TradeStream Analytics, Ltd.   October 2012 - Present
GRFConley Inc   December 2011 - Present
Titan Trading Analytics   May 2011 - October 2012
Crowell, Weedon & Co.   November 2007 - January 2011
Bel Air Investment Advisors  November 2006 - April 2007
Strome Securities   1998 - 2006

Skills
Trading Systems, Options, Trading, Equities, Hedge Funds, Derivatives, Electronic Trading, Settlement, Securities, Equity Trading, Series 7, Prime Brokerage, Proprietary Trading, Financial Markets, Equity Derivatives, Commodity, Market Data, Traders, Fixed Income, FINRA, Market Making, Portfolio Management, ETFs, Asset Management, Bloomberg, Series 63

Education
University of California, Santa Barbara   1981 — 1986

Jack Mercica Jack Mercica San Dimas, California Details
Jack Mercica's Crowell, Weedon & Co. Experience February 2005 - July 2009
Job Certified Retirement Financial Advisor
Industry Financial Services
Experience
Ridgeway and Conger, Inc.   July 2009 - Present
Crowell, Weedon & Co.   February 2005 - July 2009
Morgan Stanley  February 2000 - February 2005

Skills
Distinguished..., Karaoke, Professional Networking, Social Networking, Employer Branding, Social Media, Client Acquisition, Social Media Marketing, Customer Acquisition, Business Networking, Investment Strategies, Series 63, Insurance, Team Building, Leadership, Customer Service, Marketing, Member of Toastmasters, Management, Series 7, Public Speaking, Finance

Education
Queen's College   1964 — 1976
Bachelor of Arts, Psychology

Bishop Loughlin Memorial High School   1960 — 1964
New York State Regents Diploma, Academic

Alexander Astorga Alexander Astorga Los Angeles, California Details
Alexander Astorga's Crowell, Weedon & Co. Experience October 2009 - December 2012
Job Seeking new position as a Financial Analyst. Experienced Anayst, Trader, and Accounting Consultant.
Industry Financial Services
Experience
Built By Becker   October 2014 - Present
Los Angeles Trade Technical College  July 2014 - September 2014
Crowell, Weedon & Co.   October 2009 - December 2012
Crowell, Weedon & Co.   June 2005 - October 2009

Skills
Municipal Bonds, Trading, ThomsonOne, Bloomberg Terminal, Bond Desk, Microsoft Excel, Trade Web, Finance, Electronic Trading, Financial Analysis, Sales, Training, Customer Service, Desktop Application..., Help Desk Support, Technical Support, Microsoft Office, Internet Explorer, Windows XP Pro, Microsoft Word, Bloomberg, Financial Modeling, Windows XP, Tier I Tech Support, Compliance, CompTIA A+ Certification, CompTIA Network+, Firefox, Google Chrome, Troubleshooting, Windows 7, Mac OS, VMware, Networking, Computer Hardware, Financial Statement..., Analysis, Securities, Investments, Inventory Management, FINRA, aml compliance

Education
California State University-Los Angeles   2013 — 2015
Bachelor’s Degree, magna cum laude, Business Administration, option in Finance, minor in Economics

Pasadena City College   2010 — 2012
Associate's degree, Business Administration and Management, General

Wayne Guzman Wayne Guzman Greater Los Angeles Area Details
Wayne Guzman's Crowell, Weedon & Co. Experience November 2002 - June 2005
Job Business Development Manager at BBSI | Partner in Success | Board Member CAHU, IEAHU & Bienvenidos
Industry Management Consulting
Experience
California Association of Health Underwriters   July 2015 - Present
BBSI  June 2015 - Present
Inland Empire Association of Health Underwriters   July 2014 - Present
Bienvenidos  January 2009 - Present
Wayne Guzman Insurance Solutions   April 2015 - Present
Her Vision Insurance Services   August 2013 - March 2015
Allstate Benefits  January 2010 - August 2013
Colonial Life  November 2006 - January 2010
Triniti PRM Insurance Services   June 2005 - November 2006
Crowell, Weedon & Co.   November 2002 - June 2005

Skills
Employee Benefits, Leadership, Health Insurance, Team Building, Strategic Planning, Sales Management, Small Business, Coaching, Leadership Development, Risk Management, Medicare, Property & Casualty..., Sales Operations, Critical Illness, Health Care Reform, Business Development, Fundraising, Nonprofits, Life Insurance, Sales, Workers Compensation, Management Consulting

Education
California State University-Long Beach   1983 — 1988
BS

Don Bosco Technical Institute   1977 — 1982
AS

Elaine Adams Elaine Adams Greater Los Angeles Area Details
Elaine Adams's Crowell, Weedon & Co. Experience January 1985 - January 1991
Job Director at American Legacy Fine Arts
Industry Fine Art
Experience
American Legacy Fine Arts, LLC   January 2003 - Present
California Art Club   October 1993 - Present
California Art Club   May 1993 - Present
Crowell, Weedon & Co.   January 1985 - January 1991

Skills
Fine Art, Art, Painting, Visual Arts, Galleries, Contemporary Art, Art Exhibitions, Curating, Oil Painting, Portraits, Interior Design, Mixed Media, Drawing, Public Art, Museums, Art Education, Art History, Sculpture, Watercolor, Artists, Acrylic, Illustration, Figurative Art, Portrait Painting

Education
University of Southern California
Bachelor's Degree, Economics and Mathematics

the University of Southern California where she
dual bachelor's degrees, mathematics and economics

Roxie Jones Roxie Jones Hawthorne, California Details
Roxie Jones's Crowell, Weedon & Co. Experience September 2009 - November 2012
Job Banking Professional
Industry Banking
Experience
Randstad  2014 - 2014
Crowell, Weedon & Co.   September 2009 - November 2012

Skills
Excellent Customer..., Strong Organizational,...

Education
Los Angeles Southwest College
Associate of Arts (A.A.), Sociology

Miriam Branchcomb Miriam Branchcomb Greater Los Angeles Area Details
Miriam Branchcomb's Crowell, Weedon & Co. Experience October 2000 - April 2003
Job COO and Director of Business Development at Advanced Business Strategies, LLC
Industry Management Consulting
Experience
Advancing The Seed, Inc. A 501(c)3 nonprofit organization   August 2015 - Present
Advanced Business Strategies, LLC   June 2015 - Present
Anthem, Inc.   July 2011 - May 2015
Anthem, Inc.   July 2008 - July 2011
Magic Johnson Enterprises  June 2006 - June 2008
JPMorgan Chase (formerly Bear Stearns & Co.)   April 2003 - July 2005
Crowell, Weedon & Co.   October 2000 - April 2003
UBS (formerly PaineWebber)   June 1999 - October 2000
Wells Fargo  July 1997 - June 1999

Skills
Tax Preparation, Individual Returns, Small Business Tax, Corporate Tax, Forecasting, Budgets, Health Insurance, Financial Analysis, Business Planning, Financial Modeling, Cross-functional Team..., Competitive Analysis, Strategic Financial..., Finance, Employee Benefits, Accounting, Investments, Strategic Partnerships, Microsoft Excel, Strategic Planning, Insurance, Leadership, Management, Project Management

Education
University of Southern California   2007 — 2008
Masters in Business Taxation, Tax, Dean's List

University of Southern California - Marshall School of Business   2005 — 2007
MBA, Finance

University of California, Los Angeles   1995 — 1997
B.A., History/Business Administration

Brett Atkinson, CFP®, CRPC® Brett Atkinson, CFP®, CRPC® Greater San Diego Area Details
Brett Atkinson, CFP®, CRPC®'s Crowell, Weedon & Co. Experience February 1999 - October 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2008 - Present
Crowell, Weedon & Co.   February 1999 - October 2006

Education
University of California, San Diego   1989 — 1993
Bachelor of Arts, Mathematics

Hannah Hagler Hannah Hagler Orange County, California Area Details
Hannah Hagler's Crowell, Weedon & Co. Experience November 2013 - October 2014
Job Registered Client Associate at Del Mar Investment Management
Industry Financial Services
Experience
Del Mar Investment Management   November 2014 - Present
Crowell, Weedon & Co.   November 2013 - October 2014
Crowell, Weedon & Co.   April 2012 - November 2013
Crowell, Weedon & Co.   May 2011 - April 2012

Skills
Financial Planning, Retirement Planning, Investment Management, Social Media, Series 7, Social Media Marketing, Marketing, Facebook, Event Planning, Social Networking, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Public Relations, Customer Service, Blogging, Uniform Combined State..., Event Management

Education
California State University-Long Beach   2007 — 2011
Bachelor of Business Administration (BBA), Marketing

University of California, Irvine
Personal Financial Planning Accelerated Course

John Somerville John Somerville Ventura, California Details
John Somerville's Crowell, Weedon & Co. Experience May 2012 - Present
Job Financial Advisor at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co.   May 2012 - Present
Morgan Stanley Wealth Management  February 1982 - May 2012

Skills
Series 7, Strategic Planning, Wealth Management, Wealth, Retirement Planning, Investments, Finance, Retirement, Financial Planning, Public Speaking, Customer Service, Falling down and..., Watching you succeed..., Watching you crash and..., Enrolling you to follow..., I Slay dragons in all..., I can make the dead..., I will let you own your..., I will lead if you..., I will teach you a..., I will show you how to..., I will demonstrate...

Education
UCSB   1976 — 1979
Bachelor's degree, Speech Communication and Rhetoric

Loyola High School   1971 — 1975
Doctorate, Theology and Demonic Studies

Leslie Wiberg, CFP® Leslie Wiberg, CFP® United States Details
Leslie Wiberg, CFP®'s Crowell, Weedon & Co. Experience 1992 - 1995
Job LPL Financial Consultant at Willett Financial Services
Industry Financial Services
Experience
Co-Owner, Willett Financial Services   August 2005 - Present
Halbert Hargrove  1996 - 2005
Crowell, Weedon & Co.   1992 - 1995

Education
UC Irvine
Personal Financial Planning Specialized Studies Program (Accelerated)

UC Santa Barbara   1975 — 1979
Bachelor of Arts (B.A.)

John Rodiger John Rodiger Greater Los Angeles Area Details
John Rodiger's Crowell, Weedon & Co. Experience August 2010 - June 2011
Job Senior Financial Analyst/Consultant
Industry Financial Services
Experience
JSR Lending Consultants   June 2011 - Present
Crowell, Weedon & Co.   August 2010 - June 2011
JSR Lending Consultants   April 2009 - August 2010
Commercial Finance Solutions, LLC   January 2006 - April 2009
Textron Financial  September 2004 - December 2005
Commercial Finance Solutions, LLC   September 1999 - October 2004
Unified Examiners, LLC   July 1998 - September 1999
Bay View   1996 - 1998
Bank of America  1989 - 1990
Bank of America  1989 - 1990

Skills
Organizational..., Time Management, Troubleshooting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley, Finance, Credit, Account Reconciliation, Strategic Financial..., Sarbanes-Oxley Act, Financial Modeling, Risk Management, Accounts Receivable

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1996 — 1998
MBA, Business

Cal State Los Angeles   1987 — 1989
Accounting

University of California, Santa Cruz   1980 — 1984
Bachelor of Arts (B.A.), Political Science

Michael Singelyn III Michael Singelyn III Greater New York City Area Details
Michael Singelyn III's Crowell, Weedon & Co. Experience June 2012 - August 2012
Job UBS Investment Banking Analyst
Industry Financial Services
Experience
UBS Investment Bank  July 2015 - Present
UBS Investment Bank  June 2014 - August 2014
Carlson Capital, L.P.   October 2013 - May 2014
Fortress Investment Group  June 2013 - August 2013
Boulevard Investment Group  April 2012 - May 2013
Fulcrum Capital Holdings LLC   September 2012 - December 2012
Crowell, Weedon & Co.   June 2012 - August 2012
Crowell, Weedon & Co.   July 2011 - August 2011

Skills
Bloomberg, Bloomberg Terminal, Equity Research, Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Investments, Finance, Asset Management, Investment Banking

Education
Southern Methodist University   2011 — 2015
BBA Finance with a Specialization in Alternative Asset Management

St. Francis High School   2007 — 2011

Amanda Little Amanda Little Greater Los Angeles Area Details
Amanda Little's Crowell, Weedon & Co. Experience 2001 - 2006
Job Advisory Associate at Bel Air Investment Advisors
Industry Investment Management
Experience
Bel Air Investment Advisors  2006 - Present
Crowell, Weedon & Co.   2001 - 2006
24 Hour Fitness  1997 - 2000

Skills
Bloomberg, Valuation, Hedge Funds, Financial Modeling, Asset Allocation, Asset Management, Investment Management, Investments, Fixed Income, Portfolio Management, Financial Analysis, Due Diligence, Private Equity, Capital Markets, Wealth Management

Education
Southern Methodist University   1995 — 1996
Corporate Communications & Public Affair

University of North Texas   1993 — 1995

Connor Loftus Connor Loftus Villa Park, California Details
Connor Loftus's Crowell, Weedon & Co. Experience May 2013 - August 2013
Job Student at the University of Pennsylvania, Wharton School
Industry
Experience
Darden Brothers, LLC   May 2014 - August 2014
Crowell, Weedon & Co.   May 2013 - August 2013
Self employed  2011 - July 2013

Education
University of Pennsylvania - The Wharton School   2011 — 2015
Bachelor of Science (BSc), Business/Commerce, General, 3.49/4.00

Servite High School   2007 — 2011

Ronald Coleman Ronald Coleman Claremont, California Details
Ronald Coleman's Crowell, Weedon & Co. Experience September 2009 - October 2013
Job LPL Financial Advisor Ronald Coleman Advisors
Industry Capital Markets
Experience
LPL Financial Advisor - Ronald Coleman Advisors   October 2013 - Present
Crowell, Weedon & Co.   September 2009 - October 2013
Morgan Stanley Smith Barney  July 2004 - September 2009
Epitaph   May 1997 - July 2004
Never Records Group   December 1995 - September 1996
SST & CRUZ Records   February 1988 - November 1995
KCRW  1984 - 1990
Jem Records West   July 1987 - January 1988
Rhino Records Westwood   January 1987 - June 1987
BAM, LA Reader, Music Connection   1984 - 1987

Skills
Portfolio Management, Series 63, Investments, Entertainment, Real Estate, Investment Advisory, Strategy, Wealth Management, Series 7, Estate Planning, Mutual Funds, Strategic Financial..., Equities, Retirement, Strategic Planning, Leadership, Asset Management, Retirement Planning, Sales, Securities, Music, Alternative Investments, 401k

Education
California State Polytechnic University-Pomona   1980 — 1983
B.S., Communications

New York City Community College   1976 — 1978
A.A.S., Engineering

Steven E. Reed Steven E. Reed San Diego, California Details
Steven E. Reed's Crowell, Weedon & Co. Experience 1987 - 1994
Job Exploring Opportunities
Industry Financial Services
Experience
Exploring Opportunities  September 2015 - Present
United Realty Advisors, LP  2014 - 2015
MVP REIT, MVP Realty Advisors,LLC, MVP American Securities,LLC   May 2014 - July 2014
Realty Capital Securities  2013 - 2014
NorthStar Realty Securities, LLC   February 2010 - August 2013
Dividend Capital  2003 - 2010
DWS Investments  1995 - 2003
Crowell, Weedon & Co.   1987 - 1994
Merrill Lynch  1984 - 1986

Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 24, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, Variable Annuities, Estate Planning, Strategic Financial..., Series 65, Series 53, Securities, ETFs, Financial Planning, FINRA, Alternative Investments

Education
University of Southern California   1982 — 1983
Systems Management

Embry-Riddle Aeronautical University   1977 — 1981
Bachelor of Science (BS), Aeronautical Science/ Management

Fred Sohl Fred Sohl Greater Los Angeles Area Details
Fred Sohl's Crowell, Weedon & Co. Experience February 2002 - August 2006
Job Strategic Communications Consultant
Industry Individual & Family Services
Experience
SOHL Family Advisors   September 2006 - Present
St. Mary Medical Center  October 2010 - September 2011
Crowell, Weedon & Co.   February 2002 - August 2006
Tenet Healthcare  2000 - 2002
St. Vincent Medical Center  1998 - 2000

Skills
Employee Benefits, Orthopedic, Strategic Planning, Hospitals, Event Planning, Management, Oncology, Fundraising, Cardiology, Business Development, Public Speaking, Team Building, Strategic Communications, Business Process..., Physician Relations, Public Relations, Project Management, Program Management, Budgets

Education
California State University-Long Beach
Bachelor of Arts, Liberal Studies (Biology Concentration)

California State University-Long Beach
Master of Arts, Communication Studies

Jonathan Lidyoff Jonathan Lidyoff United States Details
Jonathan Lidyoff's Crowell, Weedon & Co. Experience March 2011 - February 2013
Job Senior Financial Analyst at Olam International
Industry
Experience
Olam International  May 2014 - Present
Agriland Farming Company, Inc.   February 2013 - May 2014
Crowell, Weedon & Co.   March 2011 - February 2013
JDL Co. Landscaping Inc.   January 2007 - March 2011

Skills
Investments, Financial Analysis, Financial Modeling, Alternative Investments, Financial Accounting, Corporate Finance, Financial Risk, Real Estate Investor, Capital Projects, Capital Allocation, Corporate Budgeting, Financial Statement..., IFRS, Financial Audits, Financial Reporting

Education
California State University-Fresno
Bachelor of Business Administration (BBA), Finance

Troy Darrock Troy Darrock Greater San Diego Area Details
Troy Darrock's Crowell, Weedon & Co. Experience May 2012 - August 2012
Job Finance
Industry Apparel & Fashion
Experience
CLAE   December 2014 - Present
etailz  2013 - 2014
Crowell, Weedon & Co.   May 2012 - August 2012
Gonzaga University  August 2010 - May 2011

Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Public Speaking, Social Media, Microsoft Word, Sales, Facebook, Customer Service, Thompson One, Financial Analysis, Data Analysis, Bloomberg, Event Planning, Event Management, Morningstar, Project Management, QuickBooks, Leadership

Education
Gonzaga University
Bachelor of Arts (B.A.), Economics

Aubrey A. Holt Aubrey A. Holt Portland, Oregon Area Details
Aubrey A. Holt's Crowell, Weedon & Co. Experience October 2009 - June 2010
Job Field Sales at State Farm
Industry Financial Services
Experience
State Farm  December 2010 - Present
Crowell, Weedon & Co.   October 2009 - June 2010
The Hartford  May 2005 - October 2009
Schools First Federal Credit Union  April 2004 - May 2005
Bank of America  May 1996 - April 2004

Skills
Insurance, Financial Services, Retirement Planning, Small Business, Retirement, Investments, Life Insurance, Public Speaking, Marketing, Sales, Coaching, Training, Organizational..., Portfolio Management, Finance, Leadership, Fixed Annuities, Banking

Education
John F. Kennedy University
Bachelor of Arts (BA), Psychology

Derek Peterson Derek Peterson Orange County, California Area Details
Derek Peterson's Crowell, Weedon & Co. Experience October 2000 - July 2006
Job CEO/ President at Terra Tech Corp OTCBB:TRTC
Industry Financial Services
Experience
Terra Tech Corp (TRTC)   February 2012 - Present
GrowOp Technology Ltd.   January 2010 - Present
Morgan Stanley Smith Barney  December 2008 - December 2010
Wachovia, A Wells Fargo Company  July 2006 - December 2008
Crowell, Weedon & Co.   October 2000 - July 2006

Skills
Insurance, Private Equity, Series 7, Series 3, Series 65, Certified Financial..., Public Companies, Strategic Financial..., Financial Modeling, Reverse Mergers, Mergers, Mergers & Acquisitions, Financial Planning, Business Development, Business Strategy, Risk Management, Investments, Alternative Investments, Management, Venture Capital, Entrepreneurship, Start-ups, Finance, Marketing Strategy, FINRA, Marketing, Sales, New Business Development, Strategic Planning, Leveraging Strategic..., Cultivation, Blogging, Life Insurance, Joint Ventures, Real Estate

Education
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business/ Management

Jim Waymire Jim Waymire Little Rock, Arkansas Area Details
Jim Waymire's Crowell, Weedon & Co. Experience October 1978 - March 2003
Job Contract Consultant
Industry Information Technology and Services
Experience
Waymire Consulting   May 2011 - Present
Copart  September 2008 - May 2011
Waymire, Inc.   March 2003 - September 2008
Crowell, Weedon & Co.   October 1978 - March 2003

Skills
Business Analysis, Software Documentation, JavaScript, Visio, Stored Procedures, SharePoint, SQL, DB2, SDLC, Database Design, Databases, XML, RPG, Software Design, Accounting, IBM iSeries, Web Services, Systems Analysis, Testing, Software Development, Embedded SQL, Network Administration, ERP, Banking, Time Management, General Ledger, Agile Methodologies, HTML, Web Applications, Integration, EDI, Disaster Recovery, Portfolio Management, IT Management, Access, Program Management, Management, Software Project..., Java, Microsoft Excel, Requirements Analysis, COBOL, Process Improvement, Requirements Gathering, Security, Help Desk Support, FTP, Business Intelligence, IBM AS/400, Windows

Education
Pierce College   1973 — 1975
IT, Business Law, Computer Science, Public Relations, Accounting

LaSalle University
Accounting

New York Institute of Finance
Brokerage Operations

Doug De Groote, CFP®, MBA Doug De Groote, CFP®, MBA Westlake Village, California Details
Doug De Groote, CFP®, MBA's Crowell, Weedon & Co. Experience 1996 - September 2006
Job Managing Director at De Groote Financial Group, LLC
Industry Financial Services
Experience
De Groote Financial Group, LLC   September 2013 - Present
Girard Securities  September 2006 - Present
United Capital Private Wealth Counseling   September 2006 - 2013
Crowell, Weedon & Co.   1996 - September 2006
Garry Kelly Safaris   March 1994 - November 1996

Skills
Series 7, Estate Planning, Insurance, ETFs, Wealth Management..., Financial Planners, Finance, Investments, Wealth, Personal Financial..., Retirement Planning, Wealth Management, Asset Allocation, Management, Private Equity, Retirement, Financial Modeling, Series 65, Fixed Annuities, Business Planning, Investment Advisory, Strategic Planning, 401k, Series 63, Equities, Life Insurance, Investment Strategies, Alternative Investments, Strategic Financial..., Financial Advisory, Financial Analysis, Portfolio Management, FINRA, Investment Management, Retirement Plan..., Financial Services, High Net Worth..., Mergers & Acquisitions, Long-term Care, Uniform Combined State..., Hedge Funds, IRAs, Wealth Accumulation, Asset Managment, Asset Management, Small Business, Mutual Funds, Certified Financial..., Securities, Series 24

Education
California Lutheran University   2007 — 2009
MBA, Financial Planning

Southern Oregon University   1990 — 1994

Evan Hoffmann Evan Hoffmann Norfolk, Virginia Area Details
Evan Hoffmann's Crowell, Weedon & Co. Experience May 2013 - August 2013
Job Winter intern Financial Statement Assurance at Ernst and Young
Industry Financial Services
Experience
EY  September 2015 - Present
Ernst and Young  January 2015 - March 2015
Crowell, Weedon & Co.   May 2013 - August 2013
Point Loma Nazarene University  May 2013 - August 2013
San Diego Yacht Club  August 2010 - August 2012

Skills
Economics, Sailing, Finance, Microsoft Excel, PowerPoint, Great Motivator, Financial Modeling, Bloomberg Terminal, Organization, Research, Financial Accounting, Accounting, Teamwork, Social Media, Event Planning, Leadership, Microsoft Word, Public Speaking, Data Analysis, Microsoft Office

Education
The College of William and Mary - The Mason School of Business   2014 — 2015
Masters of Accounting, Accounting

Old Dominion University   2011 — 2014
BSBA, Economics & Finance

Point Loma Nazarene University   2010 — 2011

San Pasqual High School

Eric Dizon Eric Dizon Greater Los Angeles Area Details
Eric Dizon's Crowell, Weedon & Co. Experience November 1996 - June 2006
Job Forex & Equity Trader
Industry Capital Markets
Experience
Independent  May 2009 - Present
Wells Fargo Investments  May 2006 - April 2009
Crowell, Weedon & Co.   November 1996 - June 2006
Gruntal & Co.   September 1996 - November 1996
Wedbush Securities  June 1994 - August 1996
Cruttenden & Co (Roth Capital)   February 1992 - February 1994

Skills
Equities, Investments, Trading, Financial Markets, Finance, Risk Management, Banking, Strategic Financial..., Financial Risk, Asset Allocation

Education
University of California, Irvine
B.A., Economics

David Anson David Anson Greater Los Angeles Area Details
David Anson's Crowell, Weedon & Co. Experience December 2006 - August 2010
Job Financial Consultant at Western International Securities
Industry Financial Services
Experience
Western International Securities  July 2010 - Present
Crowell, Weedon & Co.   December 2006 - August 2010
Morgan Stanley  March 1998 - December 2005

Skills
Cooking, Officiating Sports, Speaking French

Education
University of Denver   1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.

University of Denver - Daniels College of Business   1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.

Brentwood School
Diploma of Graduation, General Studies

George Erinakis George Erinakis Greater Los Angeles Area Details
George Erinakis's Crowell, Weedon & Co. Experience June 2010 - Present
Job at Crowell, Weedon & Co.
Industry Financial Services
Experience
Crowell, Weedon & Co.   June 2010 - Present
Quest Business Service, INC   September 2009 - June 2010
IKEA  August 2004 - June 2010

Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Payroll, QuickBooks, Management, Invoicing, Microsoft Excel, General Ledger, Auditing

Education
California State University-Northridge   2004 — 2009
Bachelor of Science, Finance

Tony Battaglia Tony Battaglia Westlake Village, California Details
Tony Battaglia's Crowell, Weedon & Co. Experience March 2011 - November 2013
Job Executive Director at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan   November 2013 - Present
Crowell, Weedon & Co.   March 2011 - November 2013
Wells Fargo Advisors  May 2010 - March 2011
Morgan Stanley Smith Barney  September 1999 - May 2010

Education
California State University-Northridge   1985 — 1989
BS - Business Administration, Finance

Eric Walton Eric Walton Greater Los Angeles Area Details
Eric Walton's Crowell, Weedon & Co. Experience May 1997 - July 2007
Job Real Estate & Mortgage Broker of Record for LunaStar
Industry Real Estate
Experience
LunaStar Financial   November 2000 - Present
Director's Financial Group  2012 - Present
Keller Williams Realty  June 2009 - May 2012
Superior Commercial Lending   March 2007 - March 2009
Crowell, Weedon & Co.   May 1997 - July 2007

Skills
Real Estate, Short Sales, Investors, Sellers, Home, Mortgage, Loans, Brokerage, Investment Properties, Investments, Foreclosures, REO, Single Family Homes, Condos, Selling, Residential, Real Estate Investment, Negotiation, First Time Home Buyers, FHA, Buyer Representation, Buying, First Time Buyers, Purchase, Loss Mitigation, Contract Negotiation, Refinance, Relocation, Real Estate Transactions, Mortgage Lending, Listings, Residential Homes, Real Estate Economics, Buyers, Property, Referrals, New Home Sales, Vacation Homes, 1031 Exchanges, Real Estate Financing, Income Properties, SFR, Commercial Real Estate, Townhomes, Move Up Buyers, Relocation Buyers

Education
California State University-Northridge
Bachelor of Science, Business Administration/Finance

Tony Gorodeckas Tony Gorodeckas Greater San Diego Area Details
Tony Gorodeckas's Crowell, Weedon & Co. Experience July 1994 - June 1996
Job Realtor at Mission Realty Group
Industry Real Estate
Experience
Mission Realty Group  July 2012 - Present
Tonik No. 9, LLC   May 2010 - Present
Baltic Realty/CENTURY 21 Award   January 2003 - July 2012
Independent  January 2008 - April 2010
Media Concepts  February 2001 - March 2005
MGM Studios  March 1997 - March 2002
Crowell, Weedon & Co.   July 1994 - June 1996

Skills
Real Estate, Investment Properties, Investors, Single Family Homes, Real Estate Development, Condos, Investments, Residential Homes, Marketing Strategy, Start-ups, Negotiation, Entrepreneurship, Property, Real Estate Transactions, Management, Commercial Real Estate, Short Sales, Asset Management, Sales, Sellers, Finance, Selling, REO, Foreclosures, Property Management, Referrals, First Time Home Buyers, Market Analysis

Education
University of California, San Diego   1988 — 1993
Bachelor of Arts, Economics & Political Science

Cameron Ford Cameron Ford Ventura, California Details
Cameron Ford's Crowell, Weedon & Co. Experience May 2012 - August 2013
Job Broker Assistant at Crowell, Weedon & Co.
Industry Transportation/Trucking/Railroad
Experience
IHOP  2009 - Present
Crowell, Weedon & Co.   May 2012 - August 2013
OST Trucking and Cranes   January 2012 - May 2012
IHOP  January 1999 - January 2012
Anthony's Construction   March 2009 - September 2011

Skills
Surf, Football, Cpr Certified, Social Media Marketing, Social Media, Facebook, Event Management, Event Planning, Public Relations, PowerPoint, Salesforce.com, Microsoft Word, Fundraising, Microsoft Office, Microsoft Excel, Customer Service, Photography, Sales, Public Speaking, Publicity, Cold Calling, Blogging

Education
Cal Poly San Luis Obispo   2006 — 2011
Agricultural Business, Finance, Appraisal

Sacred Heart

Anna Everett Anna Everett Greater Los Angeles Area Details
Anna Everett's Crowell, Weedon & Co. Experience March 2012 - August 2014
Job HR Specialist at Emerald Health Services
Industry Human Resources
Experience
Emerald Health Services  August 2015 - Present
Soledad Enrichment Action  May 2015 - August 2015
Studebt   December 2014 - January 2015
Malibu Beach Inn Hotel and Spa  August 2014 - October 2014
Crowell, Weedon & Co.   March 2012 - August 2014
Kabbalah Centre  September 2008 - March 2012
Collision Studios  June 2008 - September 2008
Teledyne Technologies Incorporated  September 2004 - March 2008

Education
LACC   1992 — 1994
AA Degree, Liberal Arts/Business

Landmark Education   2013 — 2013
Landmark Form, Landmark Advance and Self Expression Leadership Program, Completed Circulum for Living

Jeffrey Hallin Jeffrey Hallin Orange County, California Area Details
Jeffrey Hallin's Crowell, Weedon & Co. Experience 1994 - 1995
Job Financial Advisor and Realtor
Industry Financial Services
Experience
Cetera Advisor Networks LLC  January 2015 - Present
Pro Motorsports   2009 - Present
RE/MAX Real Estate One  April 2006 - Present
ProEquities, Inc.   January 2000 - December 2014
United States Marine Corps Reserve  1993 - 2006
A.D. Banker & Company   1998 - 2005
Money Concepts  1996 - 2000
Northwestern Mutual  1995 - 1996
Crowell, Weedon & Co.   1994 - 1995
Edward Jones  1993 - 1994

Education
United States Naval Academy   1979 — 1983
B.S., Applied Science/Computer Science

University of Southern California   1978 — 1979
International Relations

Grant Krogius Grant Krogius Orange County, California Area Details
Grant Krogius's Crowell, Weedon & Co. Experience May 2012 - July 2012
Job Social Media Intern at Saint Mary's College of California
Industry Marketing and Advertising
Experience
Saint Mary's College of California  February 2015 - Present
Saint Mary's College of California  September 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc.   June 2013 - September 2014
Crowell, Weedon & Co.   May 2012 - July 2012
The Market at Monarch Beach   June 2007 - August 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Advertising, Facebook, English, Time Management, Management, Sales

Education
Saint Mary's College of California   2012 — 2016
Bachelor of Business Administration (BBA), Accounting, Marketing, Junior

Robert Drust Robert Drust Orange County, California Area Details
Robert Drust's Crowell, Weedon & Co. Experience January 2008 - June 2013
Job Institutional Equity Trader B Riley & Co
Industry Investment Management
Experience
B. Riley & Co.   July 2013 - Present
Crowell, Weedon & Co.   January 2008 - June 2013
Thomas Weisel Partners  February 2004 - January 2008
Wellington Management  April 1999 - October 2002
prudential  1995 - 1997

Skills
Equity Trading, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Bloomberg, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Trading, Investment Strategies, Securities, Series 7

Education
Pepperdine University   1997 — 1999
MBA, Finance

Rider University
Bachelor of Science (BS), Finance, General

pennsbury

pennsbury

Sheri K. Burlock Sheri K. Burlock Orange County, California Area Details
Sheri K. Burlock's Crowell, Weedon & Co. Experience March 2014 - 2014
Job Administrative Specialist
Industry Telecommunications
Experience
Mazda North American Operations  July 2014 - 2015
Post Modern Edit   February 2014 - March 2014
Crowell, Weedon & Co.   March 2014 - 2014
Time Warner Cable  May 2012 - March 2013
Cox Communications  June 1996 - July 2011
Dimension Cable Times Mirrior   June 1991 - May 1996

Skills
Advertising artist..., Oracle application for..., Microsoft Office 2010..., Event Management, Educating employees in..., Motivating salespersons..., Effective interoffice..., Online Marketing, Outdoor Advertising, Presentation Development, Sales Leads, Accounting, Customer Service, Leadership, Marketing, Accounts Payable, Training, Telecommunications, PeopleSoft, Call Centers, Cross-functional Team..., Vendor Management, Retail, Sales, Account Management, Customer Retention, Customer Satisfaction, Payroll, Salesforce.com, Management, Sales Operations, Process Improvement, Customer Experience, Team Building, Team Leadership, CRM, Cold Calling, Forecasting, Strategic Partnerships, Direct Sales, Budgets, Recruiting, Sales Presentations, Competitive Analysis, Strategy, Product Marketing, B2B, Sales Process, Lead Generation, VoIP

Education
University of Phoenix   2009 — 2011
Bachelor of Science, Business Management

Saddleback College   2001 — 2007
Certificate in Human Resource Management, Human Resource Management

Bakersfield College   1979 — 1982
Associate of Arts, Graphic Arts and Photography

Amanda Sterman Amanda Sterman San Francisco Bay Area Details
Amanda Sterman's Crowell, Weedon & Co. Experience June 2012 - August 2012
Job Consultant at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting  September 2015 - Present
AnyPerk  September 2014 - May 2015
Summit Wealth & Retirement Partners   September 2013 - December 2013
Crowell, Weedon & Co.   June 2012 - August 2012
Nan H Tarlow PhD, Licensed Psychologist   June 2011 - August 2011
The Sterman Company   June 2010 - September 2010

Skills
Filing, Sales, Fax, Microsoft Office, Process Scheduler, Research, Marketing, Teamwork, Data Entry, Microsoft Word, Time Management, Outlook, Administrative...

Education
University of California, Berkeley - Walter A. Haas School of Business   2011 — 2015
Bachelor of Science (BS), Business Administration

Universitat Autònoma de Barcelona   2014 — 2014
Global Business; Semester Abroad

Sherman Oaks Center for Enriched Studies   2007 — 2011
High School Diploma

Gavin Krogius Gavin Krogius Dallas/Fort Worth Area Details
Gavin Krogius's Crowell, Weedon & Co. Experience May 2012 - July 2012
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  June 2014 - Present
SMU Maguire Energy Institute   2013 - May 2014
Southern Methodist University  August 2010 - 2014
Barclays Wealth and Investment Management  June 2013 - July 2013
The Ritz-Carlton Hotel Company LLC  June 2012 - August 2012
Crowell, Weedon & Co.   May 2012 - July 2012
The Ritz-Carlton Hotel Company LLC  May 2011 - August 2011
The Market at Monarch Beach   June 2006 - August 2009

Skills
Microsoft Excel, Advertising, Marketing Communications, Customer Service, Sales, Finance, Investments, Public Speaking

Education
Southern Methodist University   2010 — 2014
BBA and Economics w/ Financial Applications Major, Accounting, Junior

Alison Bristol Pelletier Alison Bristol Pelletier Richmond, Virginia Details
Alison Bristol Pelletier's Crowell, Weedon & Co. Experience August 2007 - October 2007
Job Event Coordinator at Events By Elizabeth Palmer
Industry Retail
Experience
Events by Elizabeth Palmer   January 2015 - Present
Anthropologie  August 2011 - Present
FLS International  April 2014 - September 2014
Self Employed  September 2009 - February 2011
FLS International  September 2008 - July 2009
Bob Smith BMW & Mini   November 2007 - July 2008
Crowell, Weedon & Co.   August 2007 - October 2007

Skills
Sales, Customer Service, Communication, Teaching, Teamwork, Team Management, Employee Training, Public Relations, Event Planning, Social Networking, Time Management, Special Event, Fundraising, Styling, Event Designing, Customer Satisfaction

Education
University of Richmond   2014 — 2014
Certificate in Wedding and Event Coordination

University of Colorado at Boulder   2003 — 2007
Bachelor of Arts (BA), Communication, General

Spanish American Institute- Sevilla, Spain   2006 — 2006
Semester Abroad, Spanish Language and Literature, Spanish Art and Architecture, European Economics

Lorenzo de Medici- Florence, Italy   2005 — 2005
Summer Semester Abroad, Art History, Italian History

Mayfield Senior School- Pasadena, CA   1999 — 2003
High School Diploma

Jeff Grange Jeff Grange Santa Barbara, California Details
Jeff Grange's Crowell, Weedon & Co. Experience August 2010 - Present
Job Senior Financial Advisor at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co.   August 2010 - Present
Smith Barney  2004 - 2010

Education
University of California, Santa Barbara   1991 — 1996

South High School   1987 — 1991

Will Stefano Will Stefano San Francisco, California Details
Will Stefano's Crowell, Weedon & Co. Experience June 2012 - September 2012
Job Sales Development at GitHub
Industry Information Technology and Services
Experience
GitHub  January 2015 - Present
Oracle  July 2013 - December 2014
Social Intelligence Corp  September 2012 - March 2013
Crowell, Weedon & Co.   June 2012 - September 2012
Sigma Phi Epsilon, Cal Gamma Chapter   January 2011 - January 2012
Aero Financial, Inc   June 2010 - September 2010

Skills
Social Networking, Public Speaking, Sales, Market Research, Event Management, Social Media, Microsoft Office, Management, CRM, Social Selling, Business Development, Leadership, Social Media Marketing, Lead Generation, Policy Analysis, Spanish, Start-ups, Marketing, Writing, Salesforce.com, Fundraising, Event Planning, Community Outreach, SaaS, Public Relations, Cloud Computing, Enterprise Software, Marketing Strategy, Agile Application..., Software Development, Continuous Delivery, Continuous Integration

Education
University of California, Santa Barbara   2009 — 2013
Bachelor of Arts (B.A.), Political Science

Cathedral Catholic High School   2005 — 2009

Edward Kulow Edward Kulow Encino, California Details
Edward Kulow's Crowell, Weedon & Co. Experience November 2011 - Present
Job Registered Client Associate at Crowell, Weedon & Co.
Industry Financial Services
Experience
Crowell, Weedon & Co.   November 2011 - Present

Skills
Customer Service, Strategic Planning, Microsoft Excel, Risk Management, Sales, Microsoft Office, Budgets, Microsoft Word, Financial Analysis, Investments, Series 7, Series 63, Series 65, Financial Planning, Mutual Funds, Life Insurance, Equities, Retirement Planning, Social Media, Management, Marketing, Operations Management, Insurance, Wealth Management, Process Improvement, New Business Development, Finance, Social Media Marketing

Education
California State University-Los Angeles   2007 — 2009
Bachelor of Science

Los Angeles Mission College   2003 — 2007
Associate Degree

Los Angeles Baptist Jr/Sr High School   1998 — 2003
Diploma

Kaplan Financial Education

Pinecrest Northridge

Pinecrest Northridge

Pinecrest Northridge

Aaron Kirsch Aaron Kirsch Calabasas, California Details
Aaron Kirsch's Crowell, Weedon & Co. Experience December 2004 - March 2010
Job Financial Advisor
Industry Financial Services
Experience
Kirsch Wealth Management   March 2010 - Present
Crowell, Weedon & Co.   December 2004 - March 2010
Morgan Stanley  April 2001 - December 2004

Skills
Wealth Management, Financial Services, Finance, Investment Advisory, Investment Strategies

Education
University of California, Los Angeles   1988 — 1992
Bachelor of Arts, Film and Television

Matthew Cecil Matthew Cecil Chevy Chase, Maryland Details
Matthew Cecil's Crowell, Weedon & Co. Experience June 2010 - September 2010
Job Trial Clerk at United States Tax Court
Industry Judiciary
Experience
United States Tax Court  May 2011 - Present
The Golf Club at Rancho California   January 2011 - May 2011
Crowell, Weedon & Co.   June 2010 - September 2010

Skills
Trials, Legal Research

Education
Concordia University-Irvine   2008 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General

Grossmont Community College   2005 — 2007
Bachelor of Business Administration (B.B.A.)

Katherine Reitnouer Katherine Reitnouer Greater Los Angeles Area Details
Katherine Reitnouer's Crowell, Weedon & Co. Experience January 2014 - Present
Job Client Associate, Crowell, Weedon & Co., a division of D.A. Davidson & Co.
Industry Financial Services
Experience
Crowell, Weedon & Co.   January 2014 - Present
Thomson Reuters  February 2012 - January 2014
Thomson Reuters  November 2009 - February 2012
Crowell, Weedon & Co.   July 2008 - August 2008
Crowell, Weedon & Co.   May 2007 - August 2007
Crowell, Weedon & Co.   May 2006 - August 2006

Skills
Social Media, Microsoft Office, Public Speaking, PowerPoint, Social Networking, Microsoft Excel, Social Media Marketing

Education
Miami University   2005 — 2009
BA, History

Miami University Dolibois European Center   2008 — 2008
European Studies, History

Flintridge Preparatory School   1999 — 2005

Marisol Samperio Marisol Samperio San Francisco Bay Area Details
Marisol Samperio's Crowell, Weedon & Co. Experience November 2002 - March 2004
Job Chief of Staff at Achaogen
Industry Financial Services
Experience
Achaogen  September 2015 - Present
RS Investments  March 2013 - September 2015
BlackRock  December 2009 - February 2013
Barclays Global Investors  March 2004 - December 2009
Crowell, Weedon & Co.   November 2002 - March 2004

Skills
Fixed Income, Investments, Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Asset Management, Hedge Funds, ETFs, Investment Strategies, Investment Management, Financial Analysis, Financial Services, Emerging Markets, Financial Risk, Analytics, Project Management, Microsoft Excel, Equities, Bloomberg, Series 63, Capital Markets, Securities, Portfolio Management, Derivatives

Education
Loyola Marymount University   2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General

Peter Shuper Peter Shuper Greater Los Angeles Area Details
Peter Shuper's Crowell, Weedon & Co. Experience May 2001 - July 2005
Job Senior Director Investments
Industry Investment Management
Experience
Oppenheimer & Co., Inc.   August 2005 - Present
Crowell, Weedon & Co.   May 2001 - July 2005
Agapy Health Care Enterprises   January 1995 - May 2001

Education
Pepperdine University   1991 — 1994
Bachelors of Arts, Psychology

James Madigan James Madigan Greater Los Angeles Area Details
James Madigan's Crowell, Weedon & Co. Experience March 2008 - December 2011
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2012 - Present
Crowell, Weedon & Co.   March 2008 - December 2011

Skills
Equities, Bloomberg, Series 7, Research, Microsoft Office, Financial Analysis, Valuation, Customer Service, Alternative Investments, Microsoft Word, Microsoft Excel, Financial Modeling, Portfolio Management, Writing, Administration, Equity Research, Series 66, Notary, Relationship Management, Risk Management

Education
Pepperdine University   2005 — 2007
2007, Business Administration, Cum Laude

The Thacher School   2000 — 2003
HS

Tim McQuay Tim McQuay Greater Los Angeles Area Details
Tim McQuay's Crowell, Weedon & Co. Experience June 1993 - July 1997
Job Managing Director, Noble Financial Group
Industry Financial Services
Experience
Noble Financial Capital Markets  November 2011 - Present
Superior Industries International, Inc.   November 2011 - Present
BSD Medical Corp.   February 2008 - Present
Meade Instruments Corp.  January 1997 - September 2013
Meade Instruments Corp  April 1996 - September 2013
B. Riley & Co.   September 2008 - November 2011
A.G. Edwards   July 1997 - December 2007
Crowell, Weedon & Co.   June 1993 - July 1997
Union Bank of California  1990 - 1993

Skills
Investment Banking, Capital Markets, Private Equity, Equities, Venture Capital, Valuation, Securities, Investments, Corporate Finance, Private Placements, Financial Modeling, Due Diligence, Alternative Investments, Hedge Funds, Corporate Development, Financial Analysis, Business Valuation, Mergers, Asset Managment, Portfolio Management

Education
University of California, Los Angeles - The Anderson School of Management   1981 — 1983
Master of Business Administration (MBA), Finance, General

Princeton University   1969 — 1973
AB, Economics

Jason C. Clay Jason C. Clay Greater Los Angeles Area Details
Jason C. Clay's Crowell, Weedon & Co. Experience November 2010 - May 2012
Job Sales Assistant at Crowell, Weedon & Co.
Industry Photography
Experience
Crowell, Weedon & Co.   November 2010 - May 2012

Skills
Microsoft Office, Photoshop, Photography

Education
Brooks Institute of Photography   2001 — 2012

Tom Doud Tom Doud Greater Los Angeles Area Details
Tom Doud's Crowell, Weedon & Co. Experience May 1996 - August 2014
Job Senior Vice President, Client Advisor at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company  September 2014 - Present
Crowell, Weedon & Co.   May 1996 - August 2014
San Gabriel Valley Habitat for Humanity  2004 - January 2012

Skills
Fundraising, Investments, Social Media, Equities, Public Speaking, Wealth Management, Public Relations, Asset Management, Venture Capital, Strategic Planning, Valuation, Event Planning, Private Equity, Marketing, Portfolio Management, Series 7, Asset Managment, Nonprofits, Securities, Customer Service, New Venture Development, Due Diligence, Capital, Alternative Investments, Start-up Ventures, Investment Strategies, Research, Tax

Education
California Polytechnic State University-San Luis Obispo

Loyola High School

Bill (George William Ott, III) Ott Bill (George William Ott, III) Ott Greater Los Angeles Area Details
Bill (George William Ott, III) Ott's Crowell, Weedon & Co. Experience January 1987 - May 1993
Job Investment Adviser Representative
Industry Investment Management
Experience
Principal Financial Group  May 2012 - Present
American - Sino Consulting   December 2010 - May 2012
BNY Mellon  May 2008 - December 2010
Wedbush Securities  October 2004 - May 2008
City National Bank  August 2002 - October 2004
A.G. Edwards & Sons, Inc.   August 1996 - August 2002
Merrill Lynch  May 1993 - August 1996
Crowell, Weedon & Co.   January 1987 - May 1993
Dean Witter Reynolds Inc.  August 1984 - January 1987
KPMG  August 1982 - August 1984

Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63

Education
University of Southern California
BS, Business Administration

Jim McCahery Jim McCahery Orange County, California Area Details
Jim McCahery's Crowell, Weedon & Co. Experience February 2008 - Present
Job Equity Trader @ Crowell Weedon & Co.
Industry Financial Services
Experience
Crowell, Weedon & Co.   February 2008 - Present
Southwest Securities  May 2004 - February 2008
Standard & Poor's   June 1991 - April 2004

Education
University of South Carolina-Columbia   1979 — 1982
BS, Economics & Finance

Valdis (Wally) Gailitis Valdis (Wally) Gailitis Westlake Village, California Details
Valdis (Wally) Gailitis's Crowell, Weedon & Co. Experience January 2005 - September 2007
Job Operations Executive
Industry Financial Services
Experience
Self Employed Independent Consultant  December 2010 - Present
Securities Industry Consulting   September 2007 - December 2009
Crowell, Weedon & Co.   January 2005 - September 2007
FOLIOfn  May 2004 - August 2005
Dreyfus Brokerage Services   May 1999 - November 2002
TD Waterhouse  February 1994 - May 1999
Newbridge Securities Inc, (Div of Citigroup)   February 1992 - February 1993
Shearson Lehman Brothers  November 1967 - February 1993

Skills
Compliance, Expert Witness, Vendor Relations, Mutual Funds, Securities, SDLC, Customer Relations, Strategic Planning, Business Analysis, Change Management, Process Engineering, Customer Service, Operations Management, Credit, Executive Management

Education
Brooklyn College

University of California, Los Angeles

Megan Hammer Megan Hammer Greater Los Angeles Area Details
Megan Hammer's Crowell, Weedon & Co. Experience August 2003 - July 2005
Job at
Industry E-Learning
Experience
Conejo Valley Unified School District  September 2015 - Present
The Bay Club Company  September 2014 - July 2015
R.K. Hammer Investment Bankers   September 2005 - September 2014
Crowell, Weedon & Co.   August 2003 - July 2005
Morgan Stanley Wealth Management  October 2002 - August 2003

Skills
Curriculum Development, Tutoring, Teaching, Event Planning, Retail, Microsoft Word, Social Networking, Event Management, Fundraising, Management, Research, Public Speaking, Customer Service, Microsoft Office, Leadership, Marketing, Social Media, Social Media Marketing

Education
California State University-Channel Islands School of Education   2010 — 2011
Multiple Subject Teaching Credential

California Lutheran University   1999 — 2001
B. A. Liberal Studies, with an emphasis in Business Marketing

Moorpark College   1995 — 1997
Associate of Arts (A.A.)

Todd Stender Todd Stender Greater Los Angeles Area Details
Todd Stender's Crowell, Weedon & Co. Experience May 2001 - June 2005
Job Senior Equity Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  July 2009 - Present
Keefe, Bruyette & Woods   July 2007 - July 2009
Wachovia Securities  June 2005 - June 2007
Crowell, Weedon & Co.   May 2001 - June 2005
Coca-Cola Enterprises  1996 - 1999

Skills
Financial Modeling, Equities, Equity Research, Portfolio Management, Valuation

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1999 — 2001
Master of Business Administration (M.B.A.), Finance

La Salle University   1990 — 1994
Bachelor of Arts (BA)

Brad Christian Brad Christian Greater San Diego Area Details
Brad Christian's Crowell, Weedon & Co. Experience June 2000 - August 2003
Job Banking Professional
Industry Banking
Experience
Wells Fargo Bank  2004 - 2008
Crowell, Weedon & Co.   June 2000 - August 2003

Education
Indiana University Bloomington   1987 — 1991
BS, Finance

Traci Kuratomi Traci Kuratomi Washington D.C. Metro Area Details
Traci Kuratomi's Crowell, Weedon & Co. Experience May 2006 - August 2006
Job Manager at Castalia
Industry Management Consulting
Experience
Castalia  2011 - Present
Fulbright  March 2010 - December 2010
DHInfrastructure  May 2009 - February 2010
Smith College  July 2008 - August 2008
University of Buenos Aires  January 2008 - February 2008
Smith College  May 2007 - June 2007
Crowell, Weedon & Co.   May 2006 - August 2006

Skills
Public Policy, Economics, Program Management, Management, Financial Modeling, Project Finance, Public/private..., Utilities, Financial Analysis, Economic Regulation, Spanish, Policy, Analysis, Governance, Government, Strategy, Research

Education
Smith College   2005 — 2009
BA, Economics Major, Government Minor, 3.92 (Overall), 4.0 (Economics)

Crescenta Valley High School   2001 — 2005

Christopher Sevrens Christopher Sevrens Greater New York City Area Details
Christopher Sevrens's Crowell, Weedon & Co. Experience 1991 - 1994
Job Managing Director, Head of DCM Syndicate, Americas at Natixis
Industry Financial Services
Experience
Natixis  December 2014 - Present
Morgan Stanley  March 2011 - October 2014
Citadel Investment Group  June 2009 - March 2011
Merrill Lynch  August 1996 - January 2009
Crowell, Weedon & Co.   1991 - 1994
Smith Barney  1989 - 1991

Skills
Capital Markets, Leveraged Finance, Investment Banking, Fixed Income, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Securities, Bloomberg

Education
UCLA Anderson School of Management   1994 — 1996
MBA, Finance

Claremont McKenna College   1985 — 1989
BA, Economics, Mathematics

Marc Frankel Marc Frankel Encino, California Details
Marc Frankel's Crowell, Weedon & Co. Experience March 2000 - September 2005
Job President MJF Advisors
Industry Financial Services
Experience
MJF Advisors dba through Partnervest Advisory Services   August 2010 - Present
Morgan Stanley Smith Barney  September 2005 - May 2010
Crowell, Weedon & Co.   March 2000 - September 2005

Skills
Investments, Asset Management, Retirement Planning, Retirement, Mutual Funds, Investment Strategies, Financial Planning, Investment Advisory, Wealth Management, Portfolio Management, Financial Advisory, Equities, Securities, 401k, Asset Allocation, Risk Management, Strategic Planning, Employee Benefits, ETFs, Strategic Financial..., Asset Managment, Financial Services, Wealth, Hedging, Finance, Personal Finance, Estate Planning, Alternative Investments, Pensions, Fixed Income, Options, Financial Markets, Financial Modeling, Wealth Management..., Valuation, Financial Planners

Education
Western State University School of Law   1989 — 1992
Doctor of Law (JD), Corprate Law

Menlo College
BS, Accounting

Carolyn Wyatt Carolyn Wyatt Orange County, California Area Details
Carolyn Wyatt's Crowell, Weedon & Co. Experience October 1999 - Present
Job Financial Advisor at Crowell, Weedon & Co.
Industry Financial Services
Experience
Crowell, Weedon & Co.   October 1999 - Present

Skills
Series 7, Wealth Management, Series 63, Estate Planning

Education
University of Colorado Boulder   1995 — 1999
BA, Economics

Jeffrey Haniff Jeffrey Haniff Cincinnati Area Details
Jeffrey Haniff's Crowell, Weedon & Co. Experience October 2005 - August 2007
Job Financial Operations Manager at General Mills
Industry Consumer Goods
Experience
General Mills  July 2015 - Present
General Mills  February 2015 - June 2015
General Mills  July 2014 - January 2015
General Mills  July 2012 - July 2014
General Mills  June 2011 - June 2012
General Mills  December 2009 - June 2011
FBR  June 2008 - August 2008
Crowell, Weedon & Co.   October 2005 - August 2007
Office Depot Business Services Division  November 2004 - July 2005

Skills
Financial Modeling, Business Valuation, Strategic Planning, Business Development, Equity Valuation, Financial Research, Financial Analysis, Valuation, Due Diligence, Forecasting, Strategic Financial..., Investments, Corporate Finance, Equities, Finance, Business Strategy

Education
University of Rochester - Simon Business School   2007 — 2009
MBA, Finance, Public Accounting, and Corporate Accounting

University of Southern California - Marshall School of Business   2001 — 2004
Bachelor of Science, Business Administration – Entrepreneurial Studies

Farzaneh Sheikholeslami Farzaneh Sheikholeslami Greater Los Angeles Area Details
Farzaneh Sheikholeslami's Crowell, Weedon & Co. Experience February 2012 - December 2012
Job Academic Resource Center Coordinator at Los Angeles Valley College
Industry Education Management
Experience
Los Angeles Valley College  September 2014 - Present
Good Nite Inn  August 2014 - March 2015
Los Angeles Valley College  October 2012 - September 2014
Crowell, Weedon & Co.   February 2012 - December 2012
Leeds Interpreting and Translation Service   January 2008 - February 2011
The Angel Group   October 2009 - October 2010
Leeds City Centre Hotel   March 2009 - October 2009
Mohajer Travel Agency   June 2005 - September 2006
Jam e Jam Hotel   April 2003 - July 2005

Skills
Microsoft Office, Networking, Customer Service, Outlook, Event Planning, Event Management, Public Speaking, Sales, Publicity, Negotiation, Outstanding..., Organizational..., Hospitality Industry, Tourism Management, Real Estate Development, Teamwork, Independent Thinking, Linguistics, Multi-tasked, Multicultural, Analytical Reasoning, Photoshop, Marketing Strategy, Social Media Marketing, Teaching English as a..., Marketing Communications, Sales Management, Foreign Languages, English, Microsoft Word, Microsoft Excel, Social Networking, Public Relations

Education
California State University-Northridge   2015 — 2018
Doctor of Education (Ed.D.), Educational Leadership and Administration, General

Los Angeles Valley College   2011 — 2014
Associate's degree, Business Finance, 4.00

Los Angeles Valley College   2011 — 2014
Certificate, Banking and Financial Support Services, 4.00

Leeds Beckett University   2007 — 2008
MSc, International Tourism Management

Shiraz University   2002 — 2006
BA, English Literature

Jenniffer Andrew Jenniffer Andrew Greater Los Angeles Area Details
Jenniffer Andrew's Crowell, Weedon & Co. Experience December 2003 - January 2007
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2015 - Present
Merrill Lynch  May 2013 - March 2015
Bel Air Investment Advisors  January 2007 - May 2013
Crowell, Weedon & Co.   December 2003 - January 2007
Smith Barney  December 2001 - December 2003

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Research, Customer Service, Photoshop, Editing, English, Windows, Budgets

Education
University of California, Santa Barbara   1996 — 2001
BUS/ECON

Derek Cotton Derek Cotton Orange County, California Area Details
Derek Cotton's Crowell, Weedon & Co. Experience January 2008 - June 2009
Job Territory Business Manager
Industry Pharmaceuticals
Experience
Zoetis  August 2011 - Present
Royal Canin  January 2010 - August 2011
Crowell, Weedon & Co.   January 2008 - June 2009

Education
University of California, Irvine

Jeffrey Bosch, MSBA Jeffrey Bosch, MSBA Greater San Diego Area Details
Jeffrey Bosch, MSBA's Crowell, Weedon & Co. Experience June 2005 - August 2005
Job Data Analyst at US Navy Medicine West
Industry Defense & Space
Experience
Navy Medicine West  August 2015 - Present
General Atomics  July 2014 - June 2015
LPL Financial  July 2013 - December 2013
Cricket Communications  January 2013 - June 2013
Bridgepoint Education  September 2011 - February 2012
RBS Sempra Commodities/Sempra Energy Solutions   April 2006 - November 2009
US Bank  September 2005 - January 2006
Crowell, Weedon & Co.   June 2005 - August 2005
Express Funding   December 2004 - May 2005
Fry's Electronics  February 2003 - April 2004

Skills
Data Analysis, Auditing, Financial Analysis, Research, Business Strategy, Microsoft Excel, Finance, PowerPoint, Business Planning, Access, Market Research, Management, Marketing, Financial Modeling, Business Intelligence

Education
San Diego State University   2002 — 2002
Master's Degree, MS, Finance

Babson College   1995 — 1999
BS, Business Administraion

Serra High School   1991 — 1995
HS Diploma, High School diploma

Sabina Peterson Sabina Peterson Irvine, California Details
Sabina Peterson's Crowell, Weedon & Co. Experience 1975 - 1980
Job Learning Deployment Leader
Industry Accounting
Experience
EY  October 2015 - Present
Ernst & Young  June 2012 - September 2015
Ernst & Young  September 1987 - May 2012
Wespac Financial Corporation   1984 - 1987
SmithKline Beckman  1982 - 1984
WD, a Western Digital company  1980 - 1982
Crowell, Weedon & Co.   1975 - 1980

Skills
Financial Reporting, Accounting, Mergers & Acquisitions, Recruiting, Management Consulting, Negotiation, Program Management, Financial Analysis, Strategic Planning, Business Process...

Education
Christian Heritage College
BS in Business Management

San Diego City College
AS in Business Administration

Saddleback College
Certificate in Business Administration

Martin Keil Martin Keil Greater Los Angeles Area Details
Martin Keil's Crowell, Weedon & Co. Experience August 2009 - Present
Job Senior Vice President Investments at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co.   August 2009 - Present
Morgan Stanley Smith Barney  1981 - 2009

Skills
Wealth Management, Series 65, Series 7, Investment Strategies, Series 63, Retirement Planning, Estate Planning, Asset Management, Mutual Funds, Asset Allocation, Alternative Investments

Education
San Francisco State University   1973 — 1977
Bachelor of Arts (B.A.), International Relations and Affairs

Eric Krogius Eric Krogius Orange County, California Area Details
Eric Krogius's Crowell, Weedon & Co. Experience October 2000 - April 2013
Job Director at Fairwind Energy Inc.
Industry Investment Management
Experience
Fairwind Energy Inc.   March 2013 - Present
Global Hunter Securities  2013 - Present
Crowell, Weedon & Co.   October 2000 - April 2013
Roth Capital Partners  November 1993 - October 2000

Skills
Series 7, Investments, Equities, Alternative Investments, Asset Management, Private Equity, Hedge Funds, Securities, Trading, Financial Modeling, Venture Capital, Capital Markets, Valuation, Wealth Management, Portfolio Management, Fixed Income, Bloomberg, Options, Mutual Funds, Series 63, FINRA, Equity Trading, Series 24, Series 4, Series 55

Education
University of California, Los Angeles   1977 — 1984
Economics

University of California, Los Angeles   1977 — 1984

Vincent Stefano Vincent Stefano Greater San Diego Area Details
Vincent Stefano's Crowell, Weedon & Co. Experience September 2011 - December 2012
Job Portfolio Manager/Portfolio Advisor at WWM Financial
Industry Financial Services
Experience
WWM Financial   January 2013 - Present
Crowell, Weedon & Co.   September 2011 - December 2012
AERO FINANCIAL INC., San Diego, CA   January 2010 - December 2010
TEN ASSET MANAGEMENT, Encinitas, CA   January 2006 - April 2009
VIEWPOINT INVESTMENT PARTNERS, San Diego, CA   January 1999 - April 2006
WALL STREET ASSOCIATES, La Jolla, CA   January 1994 - January 1999
FRED ALGER ASSET MANAGEMENT, San Francisco, CA   January 1989 - January 1994

Skills
Portfolio Management, Investments, Finance, Strategy, Hedge Funds, Alternative Investments, Asset Management, Equities, Financial Analysis, Mutual Funds, Investment Strategies, Trading

Education
Canisius College

Tyler Drust Tyler Drust Scottsdale, Arizona Details
Tyler Drust's Crowell, Weedon & Co. Experience May 2012 - August 2012
Job High Net Worth Representative at Vanguard
Industry Financial Services
Experience
Vanguard  June 2015 - Present
Vanguard  July 2013 - June 2015
Crowell, Weedon & Co.   May 2012 - August 2012

Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Accounting, Valuation, Investments, Tax, Bloomberg, Equities, Due Diligence, Forecasting, Mutual Funds, Risk Management

Education
University of Arizona, Eller College of Management   2009 — 2013
Bachelor's degree, Accounting and Finance

Cynthia Montoya, CP/CLA Cynthia Montoya, CP/CLA Greater Los Angeles Area Details
Cynthia Montoya, CP/CLA's Crowell, Weedon & Co. Experience 2008 - 2008
Job Certified Paralegal
Industry Legal Services
Experience
Boutique Real Estate Law Office   February 2013 - Present
Web Design & Development Firm   January 2010 - January 2013
Stroock & Stroock & Lavan LLP   August 2006 - January 2008
Charleston Revich & Wollitz   2008 - 2008
Crowell, Weedon & Co.   2008 - 2008
Web Design & Development Company   2004 - 2006
UCLA Neuropsychiatric Institute  2003 - 2004
UCLA School Mental Health Project   2002 - 2003

Skills
Civil Litigation, Legal Research, Litigation Support, Document Review, Arbitration, Courts, Legal Documents, Lexis, Westlaw, Litigation, Research, Legal Writing, Microsoft Word, Microsoft Excel, Wordperfect, Legal Assistance, Corporate Law, Commercial Litigation, Adobe Acrobat, Mediation, Intellectual Property, Employment Law

Education
University of California, Los Angeles   2001 — 2006
Bachelor of Arts, Psychology

Pasadena City College   2011 — 2013
Paralegal Certificate (ABA-approved), Honors Extraordinary

National Association of Legal Assistants (NALA)   2015 — 2015
CP/CLA, Certified Paralegal

Beverly Hills Bar Association   2010 — 2010
Certificate of Completion, Legal Secretary Course

Jack Dtm Jack Dtm Greater Los Angeles Area Details
Jack Dtm's Crowell, Weedon & Co. Experience February 2005 - July 2009
Job
Industry Financial Services
Experience
Ridgeway and Conger   July 2009 - Present
Crowell, Weedon & Co.   February 2005 - July 2009
Morgan Stanley  January 2000 - February 2005

Skills
Microsoft Office, Microsoft Excel

Education
Queens College   1964 — 1976
Bachelor of Arts (BA), Psychology

Bishop Loughlin Memorial Higs School   1960 — 1964
Regents Diploma, Acedemic

Miles Shanks Miles Shanks Pasadena, California Details
Miles Shanks's Crowell, Weedon & Co. Experience April 2009 - Present
Job Vice President | Financial Advisor
Industry Investment Management
Experience
Crowell, Weedon & Co.   April 2009 - Present
Smith Barney  December 1986 - March 2009

Education
Claremont McKenna College   1978 — 1982
Bachelor of Arts (B.A.), Economics

San Marino High School   1974 — 1978

Willy Fuleihan Willy Fuleihan Greater Los Angeles Area Details
Willy Fuleihan's Crowell, Weedon & Co. Experience September 1990 - July 1997
Job Managing Partner at CRAMSIB L.L.C
Industry Financial Services
Experience
CRAMSIB L.L.C   August 2012 - Present
ICAP Securities   January 2006 - August 2012
Stone & Youngberg L.L.C   May 2003 - January 2006
Gruntal & Co  September 1997 - April 2003
Crowell, Weedon & Co.   September 1990 - July 1997
Sutro & Co.   January 1988 - September 1990

Skills
Bonds, Fixed Income, Capital Markets, Strategic Planning, Structured Products, MBS, Trading, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Asset Managment, Equities, Investment Banking, Sales, Customer Service, Problem Solving, Strategic Financial..., Registered Investment..., Financial Risk, Analytic Finance, Securities Licenses..., MICROSOFT OFFICE..., GAME THEORY, BEHAVIORAL ECONOMICS, BEHAVIORAL FINANCE, CONTRACT NEGOTIATIONS, ISDA (INTERNATIONAL..., STRUCTURED FIXED INCOME..., CMBS (COLLATERIZED..., CMO (COLLATERIZED..., CDS, FOOL THEORY AND..., FIXED INCOME RISK..., FLOATING RATE SECURITIES, RAMNIFICATIONS OF THE..., Asset-backed..., Asset Allocation, Asset Management

Education
Anderson School at UCLA   2011 — 2012
Extension Courses, financial engineering, structure finance, Ongoing Extension Courses

University of Arizona   1982 — 1983
Master of Business Administration (M.B.A.), Finance and Financial Management Services, overall gpa 3.80...Finance gpa 4.0

University of Colorado at Boulder   1981 — 1981
ADVANCED FINANCIAL AND ECONOMICS MATHEMATICS STUDIES

American University of Beirut   1978 — 1981
Bachelor of Arts (B.A.), Economics

Sarah Benno, CRCP Sarah Benno, CRCP Los Angeles, California Details
Sarah Benno, CRCP's Crowell, Weedon & Co. Experience August 2007 - Present
Job Compliance at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co.   August 2007 - Present

Skills
Compliance, Risk..., Reverse engineering...

Education
Wharton School, University of Pennsylvania   2011 — 2011
CRCP, Compliance

UC Santa Barbara, Wharton/FINRA for CRCP

Clayton Dilliard Clayton Dilliard Los Angeles, California Details
Clayton Dilliard's Crowell, Weedon & Co. Experience May 2008 - Present
Job Compliance Manager at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co.   May 2008 - Present

Education
Eastern Michigan University
Bachelors of Business Administration, Finance; Portfolio Analysis

Vance Lynch Vance Lynch Yorba Linda, California Details
Vance Lynch's Crowell, Weedon & Co. Experience March 2009 - November 2009
Job Operations Manager at Weber Distribution
Industry Logistics and Supply Chain
Experience
Weber Distribution  November 2011 - Present
Sears Holdings Corporation  October 2009 - November 2011
Crowell, Weedon & Co.   March 2009 - November 2009

Education
University of San Francisco   2007 — 2009
Master of Arts (MA), Sport Management

UCSD   2003 — 2007
Bachelor of Science (BS), Economics

Glenmore Wong Glenmore Wong Los Angeles, California Details
Glenmore Wong's Crowell, Weedon & Co. Experience June 2010 - Present
Job Senior Financial Advisor at Crowell, Weedon & Co.
Industry Investment Management
Experience
Crowell, Weedon & Co.   June 2010 - Present
Morgan Stanley Smith Barney  June 1978 - May 2010

Skills
Investments, Series 7, Strategic Financial..., Investment Strategies, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Equities, Series 65, Estate Planning, Series 63, Asset Managment, Retirement, Securities, Fixed Income, Bonds

Education
UCLA   1970 — 1974
Bachelor of Science (BS), Geology/Earth Science, General

Bob Hanisee Bob Hanisee Los Angeles, California Details
Bob Hanisee's Crowell, Weedon & Co. Experience June 1980 - April 1990
Job Retired at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West  May 1990 - Present
Trust Company of the West  April 1990 - Present
Crowell, Weedon & Co.   June 1980 - April 1990
Seidler AMDEC Securities   1980 - 1990

Skills
Chartered Financial..., Member, Board of..., Member, board of..., Member, board of..., Member Board of...

Education
University of California, Berkeley   1964 — 1965
Master's degree, Economics

Cal State Northridge   1963 — 1965
Bachelor of Arts (B.A.), Economics

Patricia Blessing Patricia Blessing Orange County, California Area Details
Patricia Blessing's Crowell, Weedon & Co. Experience 1987 - 1991
Job Fashion Design Marketing
Industry Apparel & Fashion
Experience
Saddleback College  Financcial ConsultantA.G. Edwards & Sons, Inc.1991 - 2002
Crowell, Weedon & Co.   1987 - 1991

Education
Saddleback College   2010 — 2014
Fashion/Apparel Design

University of Illinois at Urbana-Champaign   1982 — 1985
Master's Degree, Agricultural Economics

University of Nebraska-Lincoln   1974 — 1978
Bachelor's Degree, Food Science and Technology

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