CTC myCFO
Industry: Company
DescriptionHarris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families. In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal. Founder: James H. Clark Founded: 1999 Subsidiaries: CTC Consulting, LLC, CTC myCFO, LLC, Asset Management Arm Parent organization: BMO Financial Corp.
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CTC myCFO Employees
Employee
Years
Job
Industry
Gretchen Reyes Gretchen Reyes's CTC myCFO Experience July 2014 - Present
Job at
Industry Accounting
Experience
CTC myCFO July 2014 - Present
Sanco Pipelines, Inc August 2013 - June 2014
Santa Clara University July 2013 - August 2013
Granite Construction October 2007 - November 2012
Global Motorsport Group December 2000 - October 2007
ESG Consulting July 1997 - December 2000
Skills
Accounting, Accounts Receivable, JD Edwards, General Ledger, Accounts Payable, Financial Analysis, Management, Sarbanes-Oxley Act, Process Scheduler, Budgets, Invoicing, Microsoft Excel, System Administration, Administrative..., Forecasting, Customer Service, Contract Management, Analysis, Financial Reporting, Outlook, Financial Statements, Process Improvement, Internal Audit, ERP, Account Reconciliation, QuickBooks, Cash Flow
Education
San Jose State University 2002 — 2005
BA, Social Work
Independence High
CTC myCFO July 2014 - Present
Sanco Pipelines, Inc August 2013 - June 2014
Santa Clara University July 2013 - August 2013
Granite Construction October 2007 - November 2012
Global Motorsport Group December 2000 - October 2007
ESG Consulting July 1997 - December 2000
Skills
Accounting, Accounts Receivable, JD Edwards, General Ledger, Accounts Payable, Financial Analysis, Management, Sarbanes-Oxley Act, Process Scheduler, Budgets, Invoicing, Microsoft Excel, System Administration, Administrative..., Forecasting, Customer Service, Contract Management, Analysis, Financial Reporting, Outlook, Financial Statements, Process Improvement, Internal Audit, ERP, Account Reconciliation, QuickBooks, Cash Flow
Education
San Jose State University 2002 — 2005
BA, Social Work
Independence High
Adam Booth Adam Booth's CTC myCFO Experience September 2014 - Present
Job Investment Associate at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO September 2014 - Present
BMO Harris Bank August 2011 - September 2014
Northwestern Mutual 2010 - 2011
MB Financial Bank 2008 - 2010
Skills
Leadership Development, Leadership, Equity Research, Alternative Investments, Financial Structuring, Structured Finance, Loans, Banking
Education
University of Miami
BA, Finance
Nazareth Academy
CTC myCFO September 2014 - Present
BMO Harris Bank August 2011 - September 2014
Northwestern Mutual 2010 - 2011
MB Financial Bank 2008 - 2010
Skills
Leadership Development, Leadership, Equity Research, Alternative Investments, Financial Structuring, Structured Finance, Loans, Banking
Education
University of Miami
BA, Finance
Nazareth Academy
Kelsey Kromat Kelsey Kromat's CTC myCFO Experience 2013 - Present
Job Client Operations
Industry Financial Services
Experience
CTC myCFO 2013 - Present
Stanford University 2008 - 2013
Crowne Plaza, Foster City 2007 - 2008
Crowne Plaza Hotel 2003 - 2007
Skills
Event Planning, Social Media, Event Management, Customer Service, Coordinating Events, Master Scheduling, Office Management, Supervisory Skills, Office Administration, Communication Skills, Budgets, People Skills, Gala Dinners, Corporate Events, Strategic Planning, Fundraising, Food & Beverage, Program Management, Team Building
Education
College for Financial Planning 2013 — 2016
CFP Certification Professional Education Program
San Jose State University 2008 — 2010
BA Humanities, American Studies
Foothill College 2004 — 2008
Associate of Arts (AA), Humanities/Humanistic Studies
CTC myCFO 2013 - Present
Stanford University 2008 - 2013
Crowne Plaza, Foster City 2007 - 2008
Crowne Plaza Hotel 2003 - 2007
Skills
Event Planning, Social Media, Event Management, Customer Service, Coordinating Events, Master Scheduling, Office Management, Supervisory Skills, Office Administration, Communication Skills, Budgets, People Skills, Gala Dinners, Corporate Events, Strategic Planning, Fundraising, Food & Beverage, Program Management, Team Building
Education
College for Financial Planning 2013 — 2016
CFP Certification Professional Education Program
San Jose State University 2008 — 2010
BA Humanities, American Studies
Foothill College 2004 — 2008
Associate of Arts (AA), Humanities/Humanistic Studies
Ashley Orias Ashley Orias's CTC myCFO Experience June 2015 - Present
Job Client Operations Associate AML Specialist at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO June 2015 - Present
CTC myCFO March 2014 - June 2015
In-N-Out Burger June 2004 - March 2014
Premier Staffing Inc. 2013 - 2013
Skills
Time Management, Leadership, Customer Service, Microsoft Word, Microsoft Excel, Critical Thinking, AML Compliance, Microsoft Office, Teamwork, Cash Handling Experience, Inventory Control, Nutrition Education, Wellness, Cpr Certified, Inventory Management, Food Safety, Food Service, PowerPoint, Cooking
Education
California State University-Hayward 2007 — 2012
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
University of California, Davis 2005 — 2007
Health Services/Allied Health/Health Sciences, General
CTC myCFO June 2015 - Present
CTC myCFO March 2014 - June 2015
In-N-Out Burger June 2004 - March 2014
Premier Staffing Inc. 2013 - 2013
Skills
Time Management, Leadership, Customer Service, Microsoft Word, Microsoft Excel, Critical Thinking, AML Compliance, Microsoft Office, Teamwork, Cash Handling Experience, Inventory Control, Nutrition Education, Wellness, Cpr Certified, Inventory Management, Food Safety, Food Service, PowerPoint, Cooking
Education
California State University-Hayward 2007 — 2012
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
University of California, Davis 2005 — 2007
Health Services/Allied Health/Health Sciences, General
Ben Webb Ben Webb's CTC myCFO Experience September 2014 - Present
Job Investment Reporting Analyst
Industry Financial Services
Experience
CTC myCFO September 2014 - Present
Strategic Financial Partners Ltd. May 2013 - August 2013
Englander dZignPak May 2012 - January 2013
Skills
Microsoft Excel, Financial Analysis, Research, Stock Market Analysis, Accounting, Equity Research, Public Speaking, Team Leadership, Critical Thinking, Microsoft Word, Analysis, Time Management, Project Management, Investment Management, PowerPoint, Strategic Financial..., Excel models, Forecasting, Teamwork, Microsoft Office, Investments, Customer Service, Strategic Planning, Corporate Finance, Project Planning, Social Media, Event Planning, English, Windows, HTML, Outlook, Teaching, Financial Planning
Education
Baylor University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Lake City High School 2005 — 2009
CTC myCFO September 2014 - Present
Strategic Financial Partners Ltd. May 2013 - August 2013
Englander dZignPak May 2012 - January 2013
Skills
Microsoft Excel, Financial Analysis, Research, Stock Market Analysis, Accounting, Equity Research, Public Speaking, Team Leadership, Critical Thinking, Microsoft Word, Analysis, Time Management, Project Management, Investment Management, PowerPoint, Strategic Financial..., Excel models, Forecasting, Teamwork, Microsoft Office, Investments, Customer Service, Strategic Planning, Corporate Finance, Project Planning, Social Media, Event Planning, English, Windows, HTML, Outlook, Teaching, Financial Planning
Education
Baylor University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Lake City High School 2005 — 2009
Christa Bruski's CTC myCFO Experience February 2014 - May 2015
Job Executive Assistant at Makena Capital Management, LLC
Industry Financial Services
Experience
Makena Capital Management, LLC May 2015 - Present
CTC myCFO February 2014 - May 2015
100% Inc. July 2011 - December 2013
Envision eSolutions April 2009 - July 2011
Skills
Business Development, Customer Acquisition, Account Management, SEM, New Business Development, Lead Generation, Email Marketing, Customer Service, Social Media Marketing, Affiliate Marketing, Therapeutic Massage, SEO, Online Advertising, Selling, Entrepreneurship
Education
University of Colorado at Colorado Springs 2005 — 2009
Bachelor's, Applied Communication
Utah College of Massage Therapy 2000 — 2001
Certified Massage Therapist, Massage therapy and related body work
Capital High School
Makena Capital Management, LLC May 2015 - Present
CTC myCFO February 2014 - May 2015
100% Inc. July 2011 - December 2013
Envision eSolutions April 2009 - July 2011
Skills
Business Development, Customer Acquisition, Account Management, SEM, New Business Development, Lead Generation, Email Marketing, Customer Service, Social Media Marketing, Affiliate Marketing, Therapeutic Massage, SEO, Online Advertising, Selling, Entrepreneurship
Education
University of Colorado at Colorado Springs 2005 — 2009
Bachelor's, Applied Communication
Utah College of Massage Therapy 2000 — 2001
Certified Massage Therapist, Massage therapy and related body work
Capital High School
Courtney Longfellow (Millsap)'s CTC myCFO Experience September 2012 - November 2014
Job Sales and Reporting Analyst at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital December 2014 - Present
CTC myCFO September 2012 - November 2014
Fiduciary Benchmarks, Inc. March 2011 - September 2012
Headwater Investment Consulting September 2009 - March 2011
Fidelity National Title June 2004 - August 2009
Skills
Salesforce.com..., Salesforce.com, Investments, Portfolio Management, Financial Analysis, Microsoft Office, Alternative Investments, Microsoft Excel, Analysis, Project Management, Performance Measurement, PowerPoint, 401k, Due Diligence, Asset Allocation, Customer Service
Education
Linfield College 2007 — 2011
B.A., Finance, Economics
University of Virginia - Semester at Sea 2010 — 2010
Aequitas Capital December 2014 - Present
CTC myCFO September 2012 - November 2014
Fiduciary Benchmarks, Inc. March 2011 - September 2012
Headwater Investment Consulting September 2009 - March 2011
Fidelity National Title June 2004 - August 2009
Skills
Salesforce.com..., Salesforce.com, Investments, Portfolio Management, Financial Analysis, Microsoft Office, Alternative Investments, Microsoft Excel, Analysis, Project Management, Performance Measurement, PowerPoint, 401k, Due Diligence, Asset Allocation, Customer Service
Education
Linfield College 2007 — 2011
B.A., Finance, Economics
University of Virginia - Semester at Sea 2010 — 2010
Patrick Deptula Patrick Deptula's CTC myCFO Experience July 2015 - Present
Job Investment Reporting Analyst at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO July 2015 - Present
Fiduciary Benchmarks, Inc. October 2012 - July 2015
Linfield College August 2009 - October 2012
Linfield College June 2011 - September 2011
Salem-Keizer Volcanoes Baseball January 2011 - September 2011
Oregon State University June 2010 - September 2010
Skills
Microsoft Office, Research, PowerPoint, Word, Excel, Coaching, Photoshop, Writing, Visual Basic, MS Excel Pivot Tables, Microsoft Excel
Education
Linfield College 2009 — 2012
B.S., Finance
CTC myCFO July 2015 - Present
Fiduciary Benchmarks, Inc. October 2012 - July 2015
Linfield College August 2009 - October 2012
Linfield College June 2011 - September 2011
Salem-Keizer Volcanoes Baseball January 2011 - September 2011
Oregon State University June 2010 - September 2010
Skills
Microsoft Office, Research, PowerPoint, Word, Excel, Coaching, Photoshop, Writing, Visual Basic, MS Excel Pivot Tables, Microsoft Excel
Education
Linfield College 2009 — 2012
B.S., Finance
Brentley Stark Brentley Stark's CTC myCFO Experience 2011 - 2012
Job Investment Analyst at OHSU Foundation
Industry Investment Management
Experience
OHSU Foundation January 2015 - Present
RVK, Inc. 2014 - January 2015
RVK, Inc. 2012 - 2014
CTC myCFO 2011 - 2012
State Street 2008 - 2011
Education
Oregon State University
Bachelor of Science (B.S.), Business Administration
OHSU Foundation January 2015 - Present
RVK, Inc. 2014 - January 2015
RVK, Inc. 2012 - 2014
CTC myCFO 2011 - 2012
State Street 2008 - 2011
Education
Oregon State University
Bachelor of Science (B.S.), Business Administration
Patrick Parisi Patrick Parisi's CTC myCFO Experience June 2012 - Present
Job Director, Investment Advisory Services at CTC | myCFO. A part of BMO Financial Group.
Industry Investment Management
Experience
CTC myCFO June 2012 - Present
RiverWoods at Exeter 2009 - 2013
CTC Consulting March 2004 - June 2012
Greycourt September 2001 - February 2004
Monticello Associates January 2001 - September 2001
New England Pension Consultants 1998 - 2000
Prime, Buchholz & Associates January 1995 - October 1998
Skills
Investment Advisory..., Manager Selection, Asset Allocation, Asset Managment, Hedge Funds, Alternative Investments, Investments, Private Equity, Portfolio Management, Equities, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Asset Management, Wealth Management, Investment Advisory
Education
University of New Hampshire 1993 — 1996
BS, Business Administration
Salem High School 1989 — 1992
CTC myCFO June 2012 - Present
RiverWoods at Exeter 2009 - 2013
CTC Consulting March 2004 - June 2012
Greycourt September 2001 - February 2004
Monticello Associates January 2001 - September 2001
New England Pension Consultants 1998 - 2000
Prime, Buchholz & Associates January 1995 - October 1998
Skills
Investment Advisory..., Manager Selection, Asset Allocation, Asset Managment, Hedge Funds, Alternative Investments, Investments, Private Equity, Portfolio Management, Equities, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Asset Management, Wealth Management, Investment Advisory
Education
University of New Hampshire 1993 — 1996
BS, Business Administration
Salem High School 1989 — 1992
Eli Johnson Eli Johnson's CTC myCFO Experience July 2015 - Present
Job Investment Reporting Analyst
Industry Financial Services
Experience
CTC myCFO July 2015 - Present
Gordon Commercial Real Estate Services May 2014 - August 2014
City of Dublin, YMCA January 2014 - April 2014
The University of Arizona May 2013 - January 2014
East Bay Community Law Center May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Editing, Social Media, Writing, Event Planning, Community Outreach, Fundraising, Nonprofits
Education
Lewis and Clark College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Senior
CTC myCFO July 2015 - Present
Gordon Commercial Real Estate Services May 2014 - August 2014
City of Dublin, YMCA January 2014 - April 2014
The University of Arizona May 2013 - January 2014
East Bay Community Law Center May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Editing, Social Media, Writing, Event Planning, Community Outreach, Fundraising, Nonprofits
Education
Lewis and Clark College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Senior
Barbara Nellor's CTC myCFO Experience November 2014 - May 2015
Job CR Operations Analyst at Simple Finance
Industry Financial Services
Experience
Simple Finance May 2015 - Present
CTC myCFO November 2014 - May 2015
M Financial February 2013 - November 2014
Leader Capital Corp November 2010 - January 2013
Kitzhaber for Governor April 2010 - November 2010
Skills
Event Planning, PowerPoint, Microsoft Excel, Data Entry, Volunteer Management, Microsoft Word, Community Outreach, Research, Fundraising, Social Media, Public Speaking, Recruiting, Microsoft Office, Outlook, Non-profits, Customer Service, Editing, Sales, Marketing, Public Relations, Social Networking, Leadership, Budgets, Management, Facebook
Education
George Fox University 2012 — 2014
Master of Business Administration (MBA), Business Administration, Finance
Lewis and Clark College 2006 — 2010
BA, Political Science
Simple Finance May 2015 - Present
CTC myCFO November 2014 - May 2015
M Financial February 2013 - November 2014
Leader Capital Corp November 2010 - January 2013
Kitzhaber for Governor April 2010 - November 2010
Skills
Event Planning, PowerPoint, Microsoft Excel, Data Entry, Volunteer Management, Microsoft Word, Community Outreach, Research, Fundraising, Social Media, Public Speaking, Recruiting, Microsoft Office, Outlook, Non-profits, Customer Service, Editing, Sales, Marketing, Public Relations, Social Networking, Leadership, Budgets, Management, Facebook
Education
George Fox University 2012 — 2014
Master of Business Administration (MBA), Business Administration, Finance
Lewis and Clark College 2006 — 2010
BA, Political Science
Michael Finan Michael Finan's CTC myCFO Experience 1998 - Present
Job Director, Investment Advisory Services
Industry Investment Management
Experience
CTC myCFO 1998 - Present
US Trust 1995 - 1998
Howard Johnson Pension and Benefits Consulting 1991 - 1994
Skills
Portfolio Management, Alternative Investments, Finance, Asset Allocation, Hedge Funds, Asset Management, Investment Management, Investments, Management, Private Equity, Asset Managment, Investment Strategies, Mutual Funds, Equities, Wealth Management, Fixed Income
Education
Gonzaga University 1987 — 1991
Bachelor of Business, Finance and International Business
Eastern Washington University
MBA, Business
CTC myCFO 1998 - Present
US Trust 1995 - 1998
Howard Johnson Pension and Benefits Consulting 1991 - 1994
Skills
Portfolio Management, Alternative Investments, Finance, Asset Allocation, Hedge Funds, Asset Management, Investment Management, Investments, Management, Private Equity, Asset Managment, Investment Strategies, Mutual Funds, Equities, Wealth Management, Fixed Income
Education
Gonzaga University 1987 — 1991
Bachelor of Business, Finance and International Business
Eastern Washington University
MBA, Business
Mark Zillmann Mark Zillmann's CTC myCFO Experience 2015 - Present
Job Performance Analyst at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO 2015 - Present
Heald College 2009 - 2015
Independent Contractor 2008 - 2008
Bates Group LLC 2003 - 2008
Skills
Microsoft Office, Microsoft Excel, CampusVue, Adobe Creative Suite, QuickBooks, Financial Reporting
Education
Marylhurst University
Master of Business Administration (MBA), Business Administration and Management, General
University of Oregon
Bachelor's Degree, Journalism - Magazine Writing and Editing
CTC myCFO 2015 - Present
Heald College 2009 - 2015
Independent Contractor 2008 - 2008
Bates Group LLC 2003 - 2008
Skills
Microsoft Office, Microsoft Excel, CampusVue, Adobe Creative Suite, QuickBooks, Financial Reporting
Education
Marylhurst University
Master of Business Administration (MBA), Business Administration and Management, General
University of Oregon
Bachelor's Degree, Journalism - Magazine Writing and Editing
Claude Perrier Claude Perrier's CTC myCFO Experience March 2004 - Present
Job Director, Investment Advisory Services
Industry Investment Management
Experience
CTC myCFO March 2004 - Present
Greycourt & Co., Inc September 2000 - March 2004
NEPC, LLC June 1998 - September 2000
Claude Perrier & Co. December 1997 - December 1998
Maine PERS 1985 - 1997
Skills
Certified Public..., Asset Allocation, Alternative Investments, Investments, Mutual Funds, Asset Management, Investment Strategies, Investment Advisory, Hedge Funds, Equities, High Net Worth..., Wealth Management..., Retirement Planning, Securities, Private Equity
Education
Pace University - Lubin School of Business 1976 — 1979
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1975
Bachelor of Business Administration (BBA), Business/Managerial Economics
CTC myCFO March 2004 - Present
Greycourt & Co., Inc September 2000 - March 2004
NEPC, LLC June 1998 - September 2000
Claude Perrier & Co. December 1997 - December 1998
Maine PERS 1985 - 1997
Skills
Certified Public..., Asset Allocation, Alternative Investments, Investments, Mutual Funds, Asset Management, Investment Strategies, Investment Advisory, Hedge Funds, Equities, High Net Worth..., Wealth Management..., Retirement Planning, Securities, Private Equity
Education
Pace University - Lubin School of Business 1976 — 1979
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1975
Bachelor of Business Administration (BBA), Business/Managerial Economics
Nicholas M. Van Bergen, CIMA®'s CTC myCFO Experience June 2014 - Present
Job Investment Associate at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO June 2014 - Present
Charles Schwab December 2010 - June 2014
Charles Schwab November 2009 - December 2010
Charles Schwab September 2005 - November 2009
Charles Schwab, Business Services Company March 2004 - September 2005
Metro: People, Places, Phoenix January 2002 - January 2003
Skills
Series 7, Asset Allocation, Mutual Funds, Uniform Combined State..., Finance, Investment Strategies, Investment Advisory, Investment Management, Alternative Investments, Wealth Management, Hedge Funds, ETFs, Series 63, Series 65, Financial Services, Fixed Income, Securities, Investments, Zephyr Style Advisor, Certified Investment..., Informa PSN Enterprise, Consulting, Separately Managed..., Thompson One, Morningstar Direct, Retirement Planning, Retirement, Reuters, R, Python, Portfolio Management, Asset Management, Equities, Financial Analysis, Management, Financial Modeling, Financial Advisory, Analysis, Financial Planning, Bloomberg, Derivatives, Advent Axys, Due Diligence, Leadership
Education
St. Mary's College of California 2013 — 2014
Master's Degree, MS Financial Analysis and Investment Management, 3.6 GPA
University of Pennsylvania - The Wharton School 2012 — 2012
Professional Certificate, IMCA Certified Investment Management Analyst Program
Arizona State University 1998 — 2003
Bachelor of Arts (B.A.), Philosophy
CTC myCFO June 2014 - Present
Charles Schwab December 2010 - June 2014
Charles Schwab November 2009 - December 2010
Charles Schwab September 2005 - November 2009
Charles Schwab, Business Services Company March 2004 - September 2005
Metro: People, Places, Phoenix January 2002 - January 2003
Skills
Series 7, Asset Allocation, Mutual Funds, Uniform Combined State..., Finance, Investment Strategies, Investment Advisory, Investment Management, Alternative Investments, Wealth Management, Hedge Funds, ETFs, Series 63, Series 65, Financial Services, Fixed Income, Securities, Investments, Zephyr Style Advisor, Certified Investment..., Informa PSN Enterprise, Consulting, Separately Managed..., Thompson One, Morningstar Direct, Retirement Planning, Retirement, Reuters, R, Python, Portfolio Management, Asset Management, Equities, Financial Analysis, Management, Financial Modeling, Financial Advisory, Analysis, Financial Planning, Bloomberg, Derivatives, Advent Axys, Due Diligence, Leadership
Education
St. Mary's College of California 2013 — 2014
Master's Degree, MS Financial Analysis and Investment Management, 3.6 GPA
University of Pennsylvania - The Wharton School 2012 — 2012
Professional Certificate, IMCA Certified Investment Management Analyst Program
Arizona State University 1998 — 2003
Bachelor of Arts (B.A.), Philosophy
John Schriver, CFA, CAIA John Schriver, CFA, CAIA's CTC myCFO Experience July 2002 - Present
Job Investment Advisor at CTC|MyCFO a part of BMO Financial Group
Industry Investment Management
Experience
CTC myCFO July 2002 - Present
Ameriprise Financial Services, Inc. August 2001 - July 2002
Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, Equities, Investment Management, Securities
Education
Miami University 1997 — 2001
Bachelor of Science (BS), Finance
CTC myCFO July 2002 - Present
Ameriprise Financial Services, Inc. August 2001 - July 2002
Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Asset Management, Fixed Income, Equities, Investment Management, Securities
Education
Miami University 1997 — 2001
Bachelor of Science (BS), Finance
Ryan Berning Ryan Berning's CTC myCFO Experience March 2013 - Present
Job Investment Associate at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO March 2013 - Present
CTC Consulting June 2011 - February 2013
Arnerich Massena, Inc December 2007 - May 2011
Skills
Investments, Alternative Investments, Financial Modeling, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Asset Managment, Asset Allocation, Private Equity, Bloomberg, Fixed Income
Education
Oregon State University 2003 — 2007
Business, Finance
CTC myCFO March 2013 - Present
CTC Consulting June 2011 - February 2013
Arnerich Massena, Inc December 2007 - May 2011
Skills
Investments, Alternative Investments, Financial Modeling, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Asset Managment, Asset Allocation, Private Equity, Bloomberg, Fixed Income
Education
Oregon State University 2003 — 2007
Business, Finance
Michael Garrison, CFA, CFP® Michael Garrison, CFA, CFP®'s CTC myCFO Experience June 2015 - Present
Job Investment Advisor at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO June 2015 - Present
Morningstar November 2012 - May 2015
Chicago Wealth Management, Inc. January 2010 - October 2012
Chicago Wealth Management, Inc March 2004 - December 2009
Inforte July 2000 - August 2003
PricewaterhouseCoopers 1998 - 2000
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 1994 — 1998
Bachelor's Degree
CTC myCFO June 2015 - Present
Morningstar November 2012 - May 2015
Chicago Wealth Management, Inc. January 2010 - October 2012
Chicago Wealth Management, Inc March 2004 - December 2009
Inforte July 2000 - August 2003
PricewaterhouseCoopers 1998 - 2000
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 1994 — 1998
Bachelor's Degree
Leticia Halas Leticia Halas's CTC myCFO Experience March 2015 - Present
Job Tax Coordinator at CTC | myCFO
Industry Law Practice
Experience
CTC myCFO March 2015 - Present
Internal Revenue Service August 2014 - December 2014
Phillips, Erlewine & Given LLP January 2014 - May 2014
Tax Appeals Assistance Program January 2014 - May 2014
Octagon August 2013 - January 2014
Oakland Raiders January 2013 - January 2014
Comcast SportsNet Bay Area December 2012 - June 2013
The Evans Law Firm June 2012 - August 2012
Legal Aid of Marin Pro Bono Clinic January 2012 - January 2012
Legal Services for Seniors August 2010 - December 2010
Skills
Legal Research, Legal Writing, Sports Law, Workers Compensation..., Employment Law, Public Relations, Golf, Dance
Education
Golden Gate University, School of Law 2014 — 2014
Master of Laws (LL.M.), Taxation
Golden Gate University, School of Law 2011 — 2014
Doctor of Jurisprudence 2014, Specialization Certificates in Taxation and Labor and Employment Law
California State University-Monterey Bay 2009 — 2010
Bachelor of Arts (B.A.), Human Communications/Pre-Law
Allan Hancock College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
CTC myCFO March 2015 - Present
Internal Revenue Service August 2014 - December 2014
Phillips, Erlewine & Given LLP January 2014 - May 2014
Tax Appeals Assistance Program January 2014 - May 2014
Octagon August 2013 - January 2014
Oakland Raiders January 2013 - January 2014
Comcast SportsNet Bay Area December 2012 - June 2013
The Evans Law Firm June 2012 - August 2012
Legal Aid of Marin Pro Bono Clinic January 2012 - January 2012
Legal Services for Seniors August 2010 - December 2010
Skills
Legal Research, Legal Writing, Sports Law, Workers Compensation..., Employment Law, Public Relations, Golf, Dance
Education
Golden Gate University, School of Law 2014 — 2014
Master of Laws (LL.M.), Taxation
Golden Gate University, School of Law 2011 — 2014
Doctor of Jurisprudence 2014, Specialization Certificates in Taxation and Labor and Employment Law
California State University-Monterey Bay 2009 — 2010
Bachelor of Arts (B.A.), Human Communications/Pre-Law
Allan Hancock College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Gary Weaverli Gary Weaverli's CTC myCFO Experience 2003 - Present
Job Application Engineer
Industry Financial Services
Experience
CTC myCFO 2003 - Present
3Com January 2000 - March 2002
MCI Worldcom January 1997 - January 2000
Skills
HTML, SharePoint, CRM, Project Management, Software Development, SSIS, SSRS, SQL, Microsoft CRM, Risk Management, Virtualization
Education
Southern Oregon University 1992 — 1996
BA, Computer Information Science
CTC myCFO 2003 - Present
3Com January 2000 - March 2002
MCI Worldcom January 1997 - January 2000
Skills
HTML, SharePoint, CRM, Project Management, Software Development, SSIS, SSRS, SQL, Microsoft CRM, Risk Management, Virtualization
Education
Southern Oregon University 1992 — 1996
BA, Computer Information Science
Jesse Segreto Jesse Segreto's CTC myCFO Experience October 2009 - Present
Job Investment Advisor
Industry Investment Management
Experience
CTC myCFO October 2009 - Present
Brouwer & Janachowski November 2008 - October 2009
Seton Smoke Capital Management September 2006 - November 2008
UBS PaineWebber April 1997 - July 2006
Education
University of California, Santa Barbara 1995 — 1999
BA, History
CTC myCFO October 2009 - Present
Brouwer & Janachowski November 2008 - October 2009
Seton Smoke Capital Management September 2006 - November 2008
UBS PaineWebber April 1997 - July 2006
Education
University of California, Santa Barbara 1995 — 1999
BA, History
John McGowan John McGowan's CTC myCFO Experience August 2014 - Present
Job Director at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO August 2014 - Present
Northern Trust October 2010 - July 2014
Northern Trust September 2005 - September 2010
Northern Trust May 1998 - August 2005
Thomson Reuters 1988 - 1998
Skills
Wealth Management, Family Office, High Net Worth..., LGBT community, Estate Planning, Investment Management, Philanthropy, Team Leadership, Standards Compliance, Project Managment, Multi-generational..., Public Speaking, Financial Advisory, LGBT rights, Highly detail oriented, GLBT issues, Trusted Advisor, Trust Services, Fiduciary Services, Banking, Asset Managment, Asset Allocation, Hardwork, Conscientious, Ethical Decision Making, Thought Leadership, Diversity & Inclusion, Non-profit Boards, New Business Development, Organizational..., Problem Solving, Communication Skills, Project Management, Investments, Asset Management, Financial Services, Finance, Securities, Mutual Funds, Fixed Income
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Loyola University of Chicago
Bachelor of Science (BS), Mathematics
CTC myCFO August 2014 - Present
Northern Trust October 2010 - July 2014
Northern Trust September 2005 - September 2010
Northern Trust May 1998 - August 2005
Thomson Reuters 1988 - 1998
Skills
Wealth Management, Family Office, High Net Worth..., LGBT community, Estate Planning, Investment Management, Philanthropy, Team Leadership, Standards Compliance, Project Managment, Multi-generational..., Public Speaking, Financial Advisory, LGBT rights, Highly detail oriented, GLBT issues, Trusted Advisor, Trust Services, Fiduciary Services, Banking, Asset Managment, Asset Allocation, Hardwork, Conscientious, Ethical Decision Making, Thought Leadership, Diversity & Inclusion, Non-profit Boards, New Business Development, Organizational..., Problem Solving, Communication Skills, Project Management, Investments, Asset Management, Financial Services, Finance, Securities, Mutual Funds, Fixed Income
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Loyola University of Chicago
Bachelor of Science (BS), Mathematics
Rosanne Peel Rosanne Peel's CTC myCFO Experience June 2014 - Present
Job Director, Capital Advisory Services at CTC | myCFO
Industry Banking
Experience
CTC myCFO June 2014 - Present
North Shore Board of the Northwestern University Settlement House January 2007 - Present
Morgan Stanley Private Bank N.A. June 2010 - May 2014
Willow Wood Preschool August 2002 - August 2004
TD Securities November 1995 - May 1997
TD Bank April 1992 - November 1995
Marine Midland Bank (U.S. Subsidiary of HSBC) August 1990 - August 1991
Marine Midland Bank, N.A. (U.S. subsidiary of HSBC) October 1988 - August 1990
Marine Midland Bank, N.A. (U.S. subsidiary of HSBC) January 1988 - October 1988
Skills
New Business Development, Client Relationship..., Private Banking, Series 7, Series 63, Commercial Banking, Credit, Securities Lending, Private Wealth..., Mortgage Lending, Financial Analysis, Wealth Management..., Financial Services, Investments, Portfolio Management, CRM, Wealth Management, Fixed Income
Education
University of Delaware 1982 — 1986
Bachelor of Science, Business Administration--Marketing
CTC myCFO June 2014 - Present
North Shore Board of the Northwestern University Settlement House January 2007 - Present
Morgan Stanley Private Bank N.A. June 2010 - May 2014
Willow Wood Preschool August 2002 - August 2004
TD Securities November 1995 - May 1997
TD Bank April 1992 - November 1995
Marine Midland Bank (U.S. Subsidiary of HSBC) August 1990 - August 1991
Marine Midland Bank, N.A. (U.S. subsidiary of HSBC) October 1988 - August 1990
Marine Midland Bank, N.A. (U.S. subsidiary of HSBC) January 1988 - October 1988
Skills
New Business Development, Client Relationship..., Private Banking, Series 7, Series 63, Commercial Banking, Credit, Securities Lending, Private Wealth..., Mortgage Lending, Financial Analysis, Wealth Management..., Financial Services, Investments, Portfolio Management, CRM, Wealth Management, Fixed Income
Education
University of Delaware 1982 — 1986
Bachelor of Science, Business Administration--Marketing
David Upson David Upson's CTC myCFO Experience June 2012 - Present
Job Director of Hedge Fund Research at CTC | myCFO
Industry Investment Management
Experience
CTC myCFO June 2012 - Present
CTC Consulting LLC September 2006 - June 2012
Person-to-Person June 2011 - Present
Fairfield Greenwich Group June 2005 - August 2006
Denali Capital April 2003 - May 2005
Alpha Investment Management March 2001 - April 2003
Monteagle Capital Management Inc. September 1999 - February 2001
Caxton Associates February 1992 - August 1998
BNP Paribas February 1991 - February 1992
Royal Bank of Scotland January 1989 - January 1991
Skills
Alternative Investments, Hedge Funds, Investment Advisory, Econometrics, Equities, Asset Managment, Private Equity, Global Macro, Asset Management, Financial Advisory, Portfolio Management, Valuation, Investment Banking, Asset Allocation, Securities, Trading, Fixed Income, Investment Strategies, Investments, Investment Management, Bloomberg, Commodity, Risk Management, Institutional..., Financial Services, Series 7, Funding, Equity Research, Capital Markets, Bonds, Financial Modeling, FX Options, Due Diligence, Mergers & Acquisitions, Financial Risk, Options, Emerging Markets, Wealth Management, Financial Markets, Venture Capital, Mutual Funds, Investor Relations, Fund Of Funds, Private Placements, Financial Structuring, Derivatives, Strategic Financial..., Hedging, Equity Trading, Structured Finance
Education
Colgate University 1982 — 1986
BA, Economics
Walnut Hills High School 1976 — 1982
CTC myCFO June 2012 - Present
CTC Consulting LLC September 2006 - June 2012
Person-to-Person June 2011 - Present
Fairfield Greenwich Group June 2005 - August 2006
Denali Capital April 2003 - May 2005
Alpha Investment Management March 2001 - April 2003
Monteagle Capital Management Inc. September 1999 - February 2001
Caxton Associates February 1992 - August 1998
BNP Paribas February 1991 - February 1992
Royal Bank of Scotland January 1989 - January 1991
Skills
Alternative Investments, Hedge Funds, Investment Advisory, Econometrics, Equities, Asset Managment, Private Equity, Global Macro, Asset Management, Financial Advisory, Portfolio Management, Valuation, Investment Banking, Asset Allocation, Securities, Trading, Fixed Income, Investment Strategies, Investments, Investment Management, Bloomberg, Commodity, Risk Management, Institutional..., Financial Services, Series 7, Funding, Equity Research, Capital Markets, Bonds, Financial Modeling, FX Options, Due Diligence, Mergers & Acquisitions, Financial Risk, Options, Emerging Markets, Wealth Management, Financial Markets, Venture Capital, Mutual Funds, Investor Relations, Fund Of Funds, Private Placements, Financial Structuring, Derivatives, Strategic Financial..., Hedging, Equity Trading, Structured Finance
Education
Colgate University 1982 — 1986
BA, Economics
Walnut Hills High School 1976 — 1982
Jason Lawton Jason Lawton's CTC myCFO Experience September 2008 - January 2015
Job Director of Operations at Confluence Wealth Management
Industry Investment Management
Experience
Confluence Wealth Management January 2015 - Present
CTC myCFO September 2008 - January 2015
Fisher Investments June 2008 - September 2008
LECG (formerly Bates Private Capital, Inc) 2005 - March 2008
Bates Private Capital, Inc 2002 - 2005
Bidwell & Company 1997 - 2002
Skills
Financial Analysis, Financial Modeling, Investments, Asset Management, Securities, Equities, Financial Reporting, Alternative Investments, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Bloomberg, Mutual Funds, Investment Management, Fixed Income, Financial Accounting, Economics, Financial Services, Investment Advisory, Series 7, Access, People Skills, Wealth Management..., High Net Worth..., Financial Advisory, Derivatives, Financial Markets, Fund Accounting, Series 63, Wealth Management
Education
University of Oregon 1995 — 1997
BS, Business Economics
University of Arizona 1993 — 1995
Beaverton High 1990 — 1993
Confluence Wealth Management January 2015 - Present
CTC myCFO September 2008 - January 2015
Fisher Investments June 2008 - September 2008
LECG (formerly Bates Private Capital, Inc) 2005 - March 2008
Bates Private Capital, Inc 2002 - 2005
Bidwell & Company 1997 - 2002
Skills
Financial Analysis, Financial Modeling, Investments, Asset Management, Securities, Equities, Financial Reporting, Alternative Investments, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Bloomberg, Mutual Funds, Investment Management, Fixed Income, Financial Accounting, Economics, Financial Services, Investment Advisory, Series 7, Access, People Skills, Wealth Management..., High Net Worth..., Financial Advisory, Derivatives, Financial Markets, Fund Accounting, Series 63, Wealth Management
Education
University of Oregon 1995 — 1997
BS, Business Economics
University of Arizona 1993 — 1995
Beaverton High 1990 — 1993
Kristine (Martz) Givens, CPA, CPWA® Kristine (Martz) Givens, CPA, CPWA®'s CTC myCFO Experience February 2009 - May 2014
Job Owner of Aya Ventures, LLC
Industry Consumer Services
Experience
Aya Ventures, LLC December 2014 - Present
CTC myCFO February 2009 - May 2014
Pierce, Givens & Associates LLC September 1997 - February 2009
EY January 1988 - December 1995
Skills
Wealth Management, Financial Analysis, Portfolio Management, Asset Management, Tax, Entrepreneurship, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master's Degree, Taxation
Purdue University 1983 — 1987
Bachelor's Degree, Accounting and Finance
Aya Ventures, LLC December 2014 - Present
CTC myCFO February 2009 - May 2014
Pierce, Givens & Associates LLC September 1997 - February 2009
EY January 1988 - December 1995
Skills
Wealth Management, Financial Analysis, Portfolio Management, Asset Management, Tax, Entrepreneurship, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master's Degree, Taxation
Purdue University 1983 — 1987
Bachelor's Degree, Accounting and Finance
Jim Cody Jim Cody's CTC myCFO Experience 2000 - Present
Job Managing Director, Estate, Trust and Philanthropy Advisory Services at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO 2000 - Present
Carr McClellan 1981 - 2000
Education
University of California, Berkeley 1979 — 1982
MBA
University of California, Hastings College of the Law 1978 — 1982
JD, Law
Yale University 1974 — 1978
BA, Economics
CTC myCFO 2000 - Present
Carr McClellan 1981 - 2000
Education
University of California, Berkeley 1979 — 1982
MBA
University of California, Hastings College of the Law 1978 — 1982
JD, Law
Yale University 1974 — 1978
BA, Economics
Robert Conrardy Robert Conrardy's CTC myCFO Experience March 2008 - Present
Job Director Investment Advisory Services at CTC | myCFO
Industry Investment Management
Experience
CTC myCFO March 2008 - Present
Bank of America June 1998 - March 2008
Cargill Investor Services May 1986 - June 1998
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Hedge Funds, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Investment Management, Equities, Capital Markets, Private Equity, Mutual Funds, Fixed Income, Estate Planning, Wealth Management..., Strategic Financial..., Retirement Planning, Securities, Financial Modeling, Financial Markets, Valuation, High Net Worth..., Trading, FINRA, Bonds, Wealth, Series 63, Risk Management, Private Banking, Hedging, Options, Series 65, Financial Analysis, Emerging Markets, Due Diligence, Retirement, Commodity, Bloomberg, Venture Capital, Asset Management
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Concentration in Finance, Statistics & Business Policy
University of Wisconsin-Madison 1981 — 1985
BBA, Finance, Marketing
CTC myCFO March 2008 - Present
Bank of America June 1998 - March 2008
Cargill Investor Services May 1986 - June 1998
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Hedge Funds, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Investment Management, Equities, Capital Markets, Private Equity, Mutual Funds, Fixed Income, Estate Planning, Wealth Management..., Strategic Financial..., Retirement Planning, Securities, Financial Modeling, Financial Markets, Valuation, High Net Worth..., Trading, FINRA, Bonds, Wealth, Series 63, Risk Management, Private Banking, Hedging, Options, Series 65, Financial Analysis, Emerging Markets, Due Diligence, Retirement, Commodity, Bloomberg, Venture Capital, Asset Management
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Concentration in Finance, Statistics & Business Policy
University of Wisconsin-Madison 1981 — 1985
BBA, Finance, Marketing
Nicholas Tyrrell Nicholas Tyrrell's CTC myCFO Experience January 2012 - Present
Job
Industry Information Technology and Services
Experience
CTC myCFO January 2012 - Present
inTime Games, LLC 2006 - 2013
CTC myCFO October 2009 - January 2012
Fidelity National Financial December 2007 - October 2009
Nicholas Tyrrell Consulting November 2007 - October 2009
Fidelity National Financial July 2006 - December 2007
Fidelity National Financial November 2003 - July 2006
Cypress Semiconductor September 2002 - March 2003
InFocus June 2002 - September 2002
Mentor Graphics June 2001 - December 2001
Skills
C#, SSRS, SQL, WPF, Java, SSIS, VB.NET, SharePoint, Project Management, CRM, Microsoft Office..., Agile Methodologies, .NET, Microsoft SQL Server, Visual Studio, XML, Software Development, Unix, Visual Basic, Silverlight, T-SQL, Web Services, Visual C#, Software Engineering, OOP, Linux, JavaScript, ETL, HTML, Windows, VBScript, Scrum, Object Oriented Design, TFS, Windows Server, Active Directory, Web Applications, Databases, Integration, Management, Access, MySQL
Education
Oregon State University 1998 — 2002
BS, Computer Engineering
CTC myCFO January 2012 - Present
inTime Games, LLC 2006 - 2013
CTC myCFO October 2009 - January 2012
Fidelity National Financial December 2007 - October 2009
Nicholas Tyrrell Consulting November 2007 - October 2009
Fidelity National Financial July 2006 - December 2007
Fidelity National Financial November 2003 - July 2006
Cypress Semiconductor September 2002 - March 2003
InFocus June 2002 - September 2002
Mentor Graphics June 2001 - December 2001
Skills
C#, SSRS, SQL, WPF, Java, SSIS, VB.NET, SharePoint, Project Management, CRM, Microsoft Office..., Agile Methodologies, .NET, Microsoft SQL Server, Visual Studio, XML, Software Development, Unix, Visual Basic, Silverlight, T-SQL, Web Services, Visual C#, Software Engineering, OOP, Linux, JavaScript, ETL, HTML, Windows, VBScript, Scrum, Object Oriented Design, TFS, Windows Server, Active Directory, Web Applications, Databases, Integration, Management, Access, MySQL
Education
Oregon State University 1998 — 2002
BS, Computer Engineering
Robert Miś, CFA Robert Miś, CFA's CTC myCFO Experience May 2014 - September 2014
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting September 2014 - Present
CTC myCFO May 2014 - September 2014
Bates Group, LLC April 2011 - May 2014
LECG August 2005 - March 2011
Bates Private Capital March 2004 - August 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Analysis, Project Management, Investments, Microsoft Excel, Research, Accounting, Access, Forensic Accounting, Microsoft Office, Business Valuation, Microsoft SQL Server, Bloomberg, Securities, Damages, Derivatives
Education
Portland State University - School of Business 2007 — 2009
MS, Financial Analysis
Portland State University - School of Business 2006 — 2007
BA, Finance
Wyższa Szkoła Bankowa w Toruniu 1999 — 2002
BS, Accounting
FTI Consulting September 2014 - Present
CTC myCFO May 2014 - September 2014
Bates Group, LLC April 2011 - May 2014
LECG August 2005 - March 2011
Bates Private Capital March 2004 - August 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Analysis, Project Management, Investments, Microsoft Excel, Research, Accounting, Access, Forensic Accounting, Microsoft Office, Business Valuation, Microsoft SQL Server, Bloomberg, Securities, Damages, Derivatives
Education
Portland State University - School of Business 2007 — 2009
MS, Financial Analysis
Portland State University - School of Business 2006 — 2007
BA, Finance
Wyższa Szkoła Bankowa w Toruniu 1999 — 2002
BS, Accounting
Rob Hauswirth Rob Hauswirth's CTC myCFO Experience March 2015 - Present
Job Managing Director at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO March 2015 - Present
Oxford Financial Group, Ltd. October 2007 - March 2015
Gresham Partners, LLC July 2001 - September 2007
Arthur Andersen, LLP May 1995 - June 2001
Skills
Investments, Alternative Investments, Asset Managment, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Equities, Investment Advisory, Financial Analysis, Investment Strategies, Mergers, Risk Management, Financial Modeling, Valuation, Estate Planning, Capital Markets, Fixed Income, Wealth, Finance, Financial Advisory, Mergers & Acquisitions, Asset Management, Financial Services, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Entreprenuership, Finance, & Marketing
University of Wisconsin-Milwaukee - Lubar School of Business 1992 — 1995
BBA, Accounting
University of Wisconsin-Eau Claire 1987 — 1992
BS, Mathematics
CTC myCFO March 2015 - Present
Oxford Financial Group, Ltd. October 2007 - March 2015
Gresham Partners, LLC July 2001 - September 2007
Arthur Andersen, LLP May 1995 - June 2001
Skills
Investments, Alternative Investments, Asset Managment, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Equities, Investment Advisory, Financial Analysis, Investment Strategies, Mergers, Risk Management, Financial Modeling, Valuation, Estate Planning, Capital Markets, Fixed Income, Wealth, Finance, Financial Advisory, Mergers & Acquisitions, Asset Management, Financial Services, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Entreprenuership, Finance, & Marketing
University of Wisconsin-Milwaukee - Lubar School of Business 1992 — 1995
BBA, Accounting
University of Wisconsin-Eau Claire 1987 — 1992
BS, Mathematics
Joseph Basa Joseph Basa's CTC myCFO Experience October 2014 - August 2015
Job Associate Underwriter at Zurich North America
Industry
Experience
Zurich North America August 2015 - Present
CTC myCFO October 2014 - August 2015
Illinois Department of Financial and Professional Regulation; Division of Banking June 2014 - September 2014
Education
DePaul University 2011 — 2015
Bachelor's degree, Finance & Real Estate
Zurich North America August 2015 - Present
CTC myCFO October 2014 - August 2015
Illinois Department of Financial and Professional Regulation; Division of Banking June 2014 - September 2014
Education
DePaul University 2011 — 2015
Bachelor's degree, Finance & Real Estate
Maria (Anasis) Hatziyiannis Maria (Anasis) Hatziyiannis's CTC myCFO Experience December 2013 - April 2015
Job Investment Reporting Analyst at CTC | myCFO
Industry Investment Management
Experience
Morley Financial Services, Inc. May 2015 - Present
CTC myCFO December 2013 - April 2015
Tygh Capital Management June 2007 - December 2013
U.S. Bank May 2005 - May 2007
Columbia Management Group October 1997 - March 2005
Skills
Microsoft Office, Axys, Thomson One Analytics, Sungard GMI, Investments, Equities, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Private Equity, Customer Service, Microsoft Excel, PowerPoint
Education
Portland State University 1993 — 1997
Bachelor of Arts (BA), Speech Communication and Rhetoric
Morley Financial Services, Inc. May 2015 - Present
CTC myCFO December 2013 - April 2015
Tygh Capital Management June 2007 - December 2013
U.S. Bank May 2005 - May 2007
Columbia Management Group October 1997 - March 2005
Skills
Microsoft Office, Axys, Thomson One Analytics, Sungard GMI, Investments, Equities, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Private Equity, Customer Service, Microsoft Excel, PowerPoint
Education
Portland State University 1993 — 1997
Bachelor of Arts (BA), Speech Communication and Rhetoric
Amir Amiri Amir Amiri's CTC myCFO Experience March 2014 - August 2014
Job Staff Accountant at Sauce Labs
Industry Information Technology and Services
Experience
Sauce Labs March 2015 - Present
BrightEdge February 2015 - February 2015
Storm8 October 2014 - February 2015
CTC myCFO March 2014 - August 2014
Merchant e-Solutions January 2014 - March 2014
PPMSI November 2013 - December 2013
KBA Docusys, Inc. October 2013 - October 2013
DCG Systems June 2013 - September 2013
034Motorsport April 2013 - May 2013
Airnex communication April 2012 - March 2013
Skills
Account Reconciliation, Accounts Payable, Journal Entries, Bank Reconciliation, Accounting, Bookkeeping, Customer Support, Microsoft Excel, Microsoft Word, PowerPoint, Payment Cards, Software Installation, QuickBooks, Expense Reports, Documentations, Accruals, NetSuite, Concur, Fixed Assets, Sales Order Processing, Invoice Processing, Month End Close, concu, expens, month, Amortization, Expenses, Invoicing, Vlookup, General Ledger, Pivot Tables, Year-end Close, Monthly Close, Payments, Intacct, Tallie, ACH, Accounts Receivable
Education
Staffordshire University 2008 — 2011
E, Commerce
Isfahan University 2000 — 2004
Bachelor of Arts (B.A.), Accounting
Sauce Labs March 2015 - Present
BrightEdge February 2015 - February 2015
Storm8 October 2014 - February 2015
CTC myCFO March 2014 - August 2014
Merchant e-Solutions January 2014 - March 2014
PPMSI November 2013 - December 2013
KBA Docusys, Inc. October 2013 - October 2013
DCG Systems June 2013 - September 2013
034Motorsport April 2013 - May 2013
Airnex communication April 2012 - March 2013
Skills
Account Reconciliation, Accounts Payable, Journal Entries, Bank Reconciliation, Accounting, Bookkeeping, Customer Support, Microsoft Excel, Microsoft Word, PowerPoint, Payment Cards, Software Installation, QuickBooks, Expense Reports, Documentations, Accruals, NetSuite, Concur, Fixed Assets, Sales Order Processing, Invoice Processing, Month End Close, concu, expens, month, Amortization, Expenses, Invoicing, Vlookup, General Ledger, Pivot Tables, Year-end Close, Monthly Close, Payments, Intacct, Tallie, ACH, Accounts Receivable
Education
Staffordshire University 2008 — 2011
E, Commerce
Isfahan University 2000 — 2004
Bachelor of Arts (B.A.), Accounting
J.T. Vandegriff, CFA, CAIA J.T. Vandegriff, CFA, CAIA's CTC myCFO Experience February 2010 - July 2014
Job Sr. Portfolio Manager at Bank of Arizona
Industry Financial Services
Experience
Bank of Arizona July 2014 - Present
CTC myCFO February 2010 - July 2014
JPMorgan Private Bank March 2009 - January 2010
JPMorgan Private Bank July 2007 - March 2009
First Financial Equity June 2006 - September 2006
InnoPoint - University of Pécs in Hungary March 2005 - June 2005
Skills
Equities, Capital Markets, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Wealth Management, Strategic Financial..., Hedge Funds, Investment Management, Investment Advisory, Investment Strategies, Retirement Planning, Bonds, Strategy, Finance, Private Equity, Strategic Leadership
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Finance
Ohio University 2001 — 2005
BBA, International Business and Business Economics
Zanesville High School 1997 — 2001
Bank of Arizona July 2014 - Present
CTC myCFO February 2010 - July 2014
JPMorgan Private Bank March 2009 - January 2010
JPMorgan Private Bank July 2007 - March 2009
First Financial Equity June 2006 - September 2006
InnoPoint - University of Pécs in Hungary March 2005 - June 2005
Skills
Equities, Capital Markets, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Wealth Management, Strategic Financial..., Hedge Funds, Investment Management, Investment Advisory, Investment Strategies, Retirement Planning, Bonds, Strategy, Finance, Private Equity, Strategic Leadership
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Finance
Ohio University 2001 — 2005
BBA, International Business and Business Economics
Zanesville High School 1997 — 2001
Jonathan P. Duncan Jonathan P. Duncan's CTC myCFO Experience July 2015 - Present
Job Tax Associate at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO July 2015 - Present
Seiler LLP January 2014 - July 2015
Parma Ristorante, Fresno May 2012 - December 2013
Joseph P. Mastro & Company January 2013 - May 2013
Mercedes-Benz USA 2008 - 2009
Skills
Customer Service, Sales, Microsoft Excel, Management, Business Development, Microsoft Word, Negotiation, Accounting, Financial Analysis, Income Tax, Tax, PowerPoint, Time Management, Financial Accounting, Financial Reporting, Tax Returns
Education
California State University, Fresno 2010 — 2013
Bachelor of Science (B.S.), Business Administration - Accountancy
CTC myCFO July 2015 - Present
Seiler LLP January 2014 - July 2015
Parma Ristorante, Fresno May 2012 - December 2013
Joseph P. Mastro & Company January 2013 - May 2013
Mercedes-Benz USA 2008 - 2009
Skills
Customer Service, Sales, Microsoft Excel, Management, Business Development, Microsoft Word, Negotiation, Accounting, Financial Analysis, Income Tax, Tax, PowerPoint, Time Management, Financial Accounting, Financial Reporting, Tax Returns
Education
California State University, Fresno 2010 — 2013
Bachelor of Science (B.S.), Business Administration - Accountancy
Ryan Cotton Ryan Cotton's CTC myCFO Experience 2007 - Present
Job
Industry Investment Management
Experience
CTC myCFO 2007 - Present
Skills
Financial Modeling, Asset Allocation, Alternative Investments, Asset Managment, Private Equity, Valuation
Education
Cornell University - Johnson Graduate School of Management
MBA
University of Oregon
BA, Political Science, Business, Japanese
CTC myCFO 2007 - Present
Skills
Financial Modeling, Asset Allocation, Alternative Investments, Asset Managment, Private Equity, Valuation
Education
Cornell University - Johnson Graduate School of Management
MBA
University of Oregon
BA, Political Science, Business, Japanese
Christian Weggeland Christian Weggeland's CTC myCFO Experience February 2015 - Present
Job Investment Reporting Analyst at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO February 2015 - Present
Fidelity Investments April 2006 - February 2015
Skills
CRM, Sales, Management, Investments, Portfolio Management, Financial Analysis, Banking, Risk Management, Financial Services, Finance
Education
Portland State University 2012 — 2014
Master's Degree, Financial Analysis
Brigham Young University 2002 — 2006
Bachelor's Degree, Finance
CTC myCFO February 2015 - Present
Fidelity Investments April 2006 - February 2015
Skills
CRM, Sales, Management, Investments, Portfolio Management, Financial Analysis, Banking, Risk Management, Financial Services, Finance
Education
Portland State University 2012 — 2014
Master's Degree, Financial Analysis
Brigham Young University 2002 — 2006
Bachelor's Degree, Finance
Christopher Borysewicz Christopher Borysewicz's CTC myCFO Experience March 2014 - March 2015
Job Senior Desktop Support Technician
Industry Retail
Experience
Restoration Hardware June 2015 - Present
CTC myCFO March 2014 - March 2015
Silversea Cruises, Ltd. July 2009 - December 2013
Babcock & Brown February 2008 - November 2008
Martinair-Holland November 2005 - January 2008
CompUSA February 2005 - August 2005
Geek Squad November 2004 - February 2005
Skills
Windows Server, Windows, VMware, Troubleshooting, Citrix, Technical Support, Active Directory, Servers, Help Desk Support, IT Service Management, IT Operations, IT Management, System Administration, Microsoft Exchange, Disaster Recovery, Windows 7
Education
Lansing Community College 2002 — 2004
A.S., Computer Networking and Communications
Florida International University 1997 — 2000
B.S., Hospitality Management
Monroe Community College 1994 — 1996
A.S., Liberal Arts and Sciences
Restoration Hardware June 2015 - Present
CTC myCFO March 2014 - March 2015
Silversea Cruises, Ltd. July 2009 - December 2013
Babcock & Brown February 2008 - November 2008
Martinair-Holland November 2005 - January 2008
CompUSA February 2005 - August 2005
Geek Squad November 2004 - February 2005
Skills
Windows Server, Windows, VMware, Troubleshooting, Citrix, Technical Support, Active Directory, Servers, Help Desk Support, IT Service Management, IT Operations, IT Management, System Administration, Microsoft Exchange, Disaster Recovery, Windows 7
Education
Lansing Community College 2002 — 2004
A.S., Computer Networking and Communications
Florida International University 1997 — 2000
B.S., Hospitality Management
Monroe Community College 1994 — 1996
A.S., Liberal Arts and Sciences
Romey Del Fiugo Romey Del Fiugo's CTC myCFO Experience January 2014 - Present
Job Risk,Compliance, Audit Officer, CTC myCFO, LLC
Industry Investment Management
Experience
CTC myCFO January 2014 - Present
Harris myCFO Investment Adviosry Services LLC January 2010 - January 2014
Harris myCFO January 2004 - December 2009
Skills
Investments, Training, Wealth Management, Financial Services, Team Building, Integration, Enterprise Software, Project Planning, Time Management, Hedge Funds, Securities, Alternative Investments
Education
University of California, San Diego 1993 — 1997
BA, Political Science
Venice High School 1991 — 1993
CTC myCFO January 2014 - Present
Harris myCFO Investment Adviosry Services LLC January 2010 - January 2014
Harris myCFO January 2004 - December 2009
Skills
Investments, Training, Wealth Management, Financial Services, Team Building, Integration, Enterprise Software, Project Planning, Time Management, Hedge Funds, Securities, Alternative Investments
Education
University of California, San Diego 1993 — 1997
BA, Political Science
Venice High School 1991 — 1993
Jay Steenhuysen Jay Steenhuysen's CTC myCFO Experience 1999 - 2002
Job Owner, Steenhuysen Associates
Industry Philanthropy
Experience
Covenant Calls November 2008 - Present
Steenhuysen Associates November 2002 - Present
CTC myCFO 1999 - 2002
Skills
Nonprofits, Planned Giving, Charities, Philanthropy, Non-profits, Fundraising, Marketing, Direct Marketing, Program Management, Public Speaking, Policy Analysis, Stewardship, Wealth Management, Board Development, Community Outreach, Grants, Leadership, Management, Program Development, Small Business, Strategic Planning, Volunteer Management, Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Organizational Design
Gordon Conwell Theological Seminary 1982 — 1984
Masters of Arts in Theological Study, Charitable Giving across Church History
Seattle Pacific University 1977 — 1981
Bachelor's degree, Religion, Sociology & Anthropology
Covenant Calls November 2008 - Present
Steenhuysen Associates November 2002 - Present
CTC myCFO 1999 - 2002
Skills
Nonprofits, Planned Giving, Charities, Philanthropy, Non-profits, Fundraising, Marketing, Direct Marketing, Program Management, Public Speaking, Policy Analysis, Stewardship, Wealth Management, Board Development, Community Outreach, Grants, Leadership, Management, Program Development, Small Business, Strategic Planning, Volunteer Management, Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Organizational Design
Gordon Conwell Theological Seminary 1982 — 1984
Masters of Arts in Theological Study, Charitable Giving across Church History
Seattle Pacific University 1977 — 1981
Bachelor's degree, Religion, Sociology & Anthropology
Leslie Grant Leslie Grant's CTC myCFO Experience November 2011 - Present
Job Director and Senior Private Banker at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO November 2011 - Present
Bernstein Global Wealth Management 2008 - 2011
GE Capital 2005 - 2008
GECAS (GE Capital Aviation Services) 2001 - 2005
Heller Financial, Inc. 1986 - 2001
Skills
Private Equity, Alternative Investments, Portfolio Management, Due Diligence, Investments, Corporate Development, High Net Worth..., Corporate Finance, Wealth Management..., Equities, Restructuring, Investment Banking, Investment Properties, Leadership, Strategic Financial..., Asset Managment, Investment Advisory, Loans, Cash Flow, Fixed Income, Investment Strategies, Financial Structuring, Banking, Structured Finance, Financial Analysis, Hedge Funds, New Business Development, Private Banking, Executive Management, Investment Management, Financial Modeling, Wealth Management, Financial Services, Retirement Planning, Risk Management, Mergers, Mutual Funds, Estate Planning, Securities, Credit Analysis, Mergers & Acquisitions, Cash Management, Financial Risk, Credit, Series 7, Capital Markets, Finance, Valuation, Series 63, Venture Capital
Education
University of Pennsylvania - The Wharton School 1980 — 1983
M.B.A., Finance
Wellesley College 1975 — 1978
B.A., Economics
CTC myCFO November 2011 - Present
Bernstein Global Wealth Management 2008 - 2011
GE Capital 2005 - 2008
GECAS (GE Capital Aviation Services) 2001 - 2005
Heller Financial, Inc. 1986 - 2001
Skills
Private Equity, Alternative Investments, Portfolio Management, Due Diligence, Investments, Corporate Development, High Net Worth..., Corporate Finance, Wealth Management..., Equities, Restructuring, Investment Banking, Investment Properties, Leadership, Strategic Financial..., Asset Managment, Investment Advisory, Loans, Cash Flow, Fixed Income, Investment Strategies, Financial Structuring, Banking, Structured Finance, Financial Analysis, Hedge Funds, New Business Development, Private Banking, Executive Management, Investment Management, Financial Modeling, Wealth Management, Financial Services, Retirement Planning, Risk Management, Mergers, Mutual Funds, Estate Planning, Securities, Credit Analysis, Mergers & Acquisitions, Cash Management, Financial Risk, Credit, Series 7, Capital Markets, Finance, Valuation, Series 63, Venture Capital
Education
University of Pennsylvania - The Wharton School 1980 — 1983
M.B.A., Finance
Wellesley College 1975 — 1978
B.A., Economics
Bradley Oliver's CTC myCFO Experience 2002 - 2014
Job Technology Design and Implementation | Operations Management | Process Optimization | Business Continuity Planning
Industry Information Technology and Services
Experience
Cheqbox.io February 2015 - Present
CTC myCFO 2002 - 2014
EAA Chapter 663 2010 - 2011
myCFO 2000 - 2002
Digital Partner 1999 - 1999
Netreactor Technologies, Inc. 1997 - 1999
Associated Industried Insruance Services 1996 - 1999
NCCI 1996 - 1996
Skills
Program Management, Project Management, Risk Management, Customer Service, Strategy, Product Development, Management, Cross-functional Team..., Product Management, Operations Management, Business Analysis, Leadership, Team Building, Process Improvement, Strategic Planning, New Business Development, Marketing Strategy, Business Continuity, Information Design, Customer Relations, Aircraft, Aviation, Web Development, Software Design, Disaster Recovery, Vendor Management, System Deployment, Start-ups, Lean Startup, Brand Development, Web Design, Digital Photography, Multimedia, Fine Art Photography, Lightroom, Disaster Risk Reduction, Business Continuity..., Business Impact Analysis, 3D Printing
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Business Logistics
Cheqbox.io February 2015 - Present
CTC myCFO 2002 - 2014
EAA Chapter 663 2010 - 2011
myCFO 2000 - 2002
Digital Partner 1999 - 1999
Netreactor Technologies, Inc. 1997 - 1999
Associated Industried Insruance Services 1996 - 1999
NCCI 1996 - 1996
Skills
Program Management, Project Management, Risk Management, Customer Service, Strategy, Product Development, Management, Cross-functional Team..., Product Management, Operations Management, Business Analysis, Leadership, Team Building, Process Improvement, Strategic Planning, New Business Development, Marketing Strategy, Business Continuity, Information Design, Customer Relations, Aircraft, Aviation, Web Development, Software Design, Disaster Recovery, Vendor Management, System Deployment, Start-ups, Lean Startup, Brand Development, Web Design, Digital Photography, Multimedia, Fine Art Photography, Lightroom, Disaster Risk Reduction, Business Continuity..., Business Impact Analysis, 3D Printing
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Business Logistics
Haijie(Heidi) Zhou's CTC myCFO Experience January 2000 - Present
Job Tax Manager, CPA
Industry Financial Services
Experience
CTC myCFO January 2000 - Present
Rio Chao, CPA October 1997 - January 2000
Jaton Corporation July 1997 - October 1997
Skills
Cash Flow, Accounting, High Net Worth..., Financial Analysis, Tax, Financial Modeling, Wealth Management, Bank Reconciliation, Financial Reporting, CPA, Monthly Close Process, Financial Accounting, Business Process..., Account Reconciliation, Finance, General Ledger, Strategic Financial..., Internal Controls
Education
Golden Gate University 1995 — 1997
MS of Sciense, Accounting and Finance
Hunan University
BS in Business, International Business
CTC myCFO January 2000 - Present
Rio Chao, CPA October 1997 - January 2000
Jaton Corporation July 1997 - October 1997
Skills
Cash Flow, Accounting, High Net Worth..., Financial Analysis, Tax, Financial Modeling, Wealth Management, Bank Reconciliation, Financial Reporting, CPA, Monthly Close Process, Financial Accounting, Business Process..., Account Reconciliation, Finance, General Ledger, Strategic Financial..., Internal Controls
Education
Golden Gate University 1995 — 1997
MS of Sciense, Accounting and Finance
Hunan University
BS in Business, International Business
Travis Borton, CFA, MST, CFP®'s CTC myCFO Experience February 2011 - Present
Job Director at CTC myCFO
Industry Financial Services
Experience
CTC myCFO February 2011 - Present
Evanston Advisors, Inc. May 2004 - February 2011
Wheaton College - Computing Services August 2002 - May 2004
Skills
Strategic Financial..., High Net Worth..., Estate Planning, Financial Planners, Wealth Management, Investments, Hedge Funds, Alternative Investments, Series 7, Asset Managment, Portfolio Management, Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Equities, Accounting, Strategic Planning, Retirement Planning, Tax, Series 63, ETFs, Investment Advisory, Asset Allocation, Banking, Securities, Financial Markets, Mutual Funds, Separately Managed..., Investment Strategies, Asset Management, Financial Planning, Private Equity, Fixed Income, Investment Management, Bloomberg, Series 65, Uniform Combined State...
Education
CFA Institute 2011 — 2013
CFA Charterholder
Northern Illinois University - College of Business 2007 — 2009
Masters of Science in Taxation
Wheaton College 2000 — 2004
BA, Business/Economics
CTC myCFO February 2011 - Present
Evanston Advisors, Inc. May 2004 - February 2011
Wheaton College - Computing Services August 2002 - May 2004
Skills
Strategic Financial..., High Net Worth..., Estate Planning, Financial Planners, Wealth Management, Investments, Hedge Funds, Alternative Investments, Series 7, Asset Managment, Portfolio Management, Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Equities, Accounting, Strategic Planning, Retirement Planning, Tax, Series 63, ETFs, Investment Advisory, Asset Allocation, Banking, Securities, Financial Markets, Mutual Funds, Separately Managed..., Investment Strategies, Asset Management, Financial Planning, Private Equity, Fixed Income, Investment Management, Bloomberg, Series 65, Uniform Combined State...
Education
CFA Institute 2011 — 2013
CFA Charterholder
Northern Illinois University - College of Business 2007 — 2009
Masters of Science in Taxation
Wheaton College 2000 — 2004
BA, Business/Economics
JB Hayes's CTC myCFO Experience February 2001 - Present
Job Director of Private Markets CTC | myCFO
Industry Financial Services
Experience
CTC myCFO February 2001 - Present
Merrill Lynch April 2000 - December 2000
Skills
Private Equity, Investments, Asset Allocation, Due Diligence, Alternative Investments, Venture Capital
Education
University of Oregon 1998 — 2000
BS, Business
CTC myCFO February 2001 - Present
Merrill Lynch April 2000 - December 2000
Skills
Private Equity, Investments, Asset Allocation, Due Diligence, Alternative Investments, Venture Capital
Education
University of Oregon 1998 — 2000
BS, Business
Ryan Warren, CFA, CFP's CTC myCFO Experience December 2014 - Present
Job Investment Advisor at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO December 2014 - Present
CTC myCFO November 2007 - December 2014
Skills
Asset Allocation
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
BS
CTC myCFO December 2014 - Present
CTC myCFO November 2007 - December 2014
Skills
Asset Allocation
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
BS
Christine Chu's CTC myCFO Experience January 2015 - Present
Job Private Markets Research Analyst
Industry Investment Management
Experience
CTC myCFO January 2015 - Present
CTC myCFO March 2008 - Present
CTC Consulting, Inc. March 2005 - March 2008
PIMCO 2003 - 2005
PIMCO 2000 - 2003
Skills
Fixed Income, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Investment Management, Investment Strategies, Equity Research, Mutual Funds, Portfolio Management, Valuation, Private Equity, Financial Services, Financial Analysis, Financial Modeling, Finance
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
CTC myCFO January 2015 - Present
CTC myCFO March 2008 - Present
CTC Consulting, Inc. March 2005 - March 2008
PIMCO 2003 - 2005
PIMCO 2000 - 2003
Skills
Fixed Income, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Investment Management, Investment Strategies, Equity Research, Mutual Funds, Portfolio Management, Valuation, Private Equity, Financial Services, Financial Analysis, Financial Modeling, Finance
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Ellen Sickler's CTC myCFO Experience July 2015 - Present
Job Senior Investment Reporting Analyst at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO July 2015 - Present
CTC myCFO March 2013 - June 2015
Bates Group LLC June 2002 - February 2013
Skills
Securities, Microsoft Office, Project Management, Microsoft Word, Fixed Income, Financial Services, Data Analysis, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, PowerPoint, Bloomberg, Expert Witness, Risk Management, Equities
Education
George Fox University 1998 — 2002
CTC myCFO July 2015 - Present
CTC myCFO March 2013 - June 2015
Bates Group LLC June 2002 - February 2013
Skills
Securities, Microsoft Office, Project Management, Microsoft Word, Fixed Income, Financial Services, Data Analysis, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, PowerPoint, Bloomberg, Expert Witness, Risk Management, Equities
Education
George Fox University 1998 — 2002
Joseph Knecht's CTC myCFO Experience July 1991 - Present
Job Director, Investment Advisory Services at CTC | myCFO
Industry Investment Management
Experience
CTC myCFO July 1991 - Present
CFA Society of Chicago July 2000 - June 2001
Skills
Portfolio Management, Investments, Wealth Management, Hedge Funds, Private Equity, Asset Allocation, Financial Planning, Investment Management, Banking, Fixed Income, Equities, Wealth Management..., Investment Advisory, Alternative Investments, Estate Planning, Asset Managment, Strategic Financial..., Leadership, Financial Advisory, Retirement Planning, Securities, Mutual Funds, Investment Strategies, High Net Worth..., Financial Analysis, Asset Management, Bonds, Capital Markets, Fund Of Funds
Education
The University of Chicago - Booth School of Business 1994 — 1999
Master of Business Administration, Finance and Marketing
Harvard University 1980 — 1984
A.B., Physics
CTC myCFO July 1991 - Present
CFA Society of Chicago July 2000 - June 2001
Skills
Portfolio Management, Investments, Wealth Management, Hedge Funds, Private Equity, Asset Allocation, Financial Planning, Investment Management, Banking, Fixed Income, Equities, Wealth Management..., Investment Advisory, Alternative Investments, Estate Planning, Asset Managment, Strategic Financial..., Leadership, Financial Advisory, Retirement Planning, Securities, Mutual Funds, Investment Strategies, High Net Worth..., Financial Analysis, Asset Management, Bonds, Capital Markets, Fund Of Funds
Education
The University of Chicago - Booth School of Business 1994 — 1999
Master of Business Administration, Finance and Marketing
Harvard University 1980 — 1984
A.B., Physics
Tina Milligan's CTC myCFO Experience June 2014 - Present
Job Managing Director at CTC | myCFO
Industry Accounting
Experience
CTC myCFO June 2014 - Present
Baker Tilly Virchow Krause, LLP June 2010 - May 2014
William Blair and Company June 2008 - May 2010
JPMorgan 2002 - 2008
Arthur Andersen 1998 - 2002
Kupferberg Goldberg & Neimark (now Baker Tilly) 1995 - 1998
Vail Associates 1992 - 1995
Skills
Tax, CPA, Income Tax, Wealth, Tax Research, Accounting, High Net Worth..., Tax Preparation, Tax Accounting, International Tax, Tax Advisory, Financial Reporting
Education
Concord Law School - Kaplan University 2007 — 2013
Doctor of Law (J.D.), Law
Roosevelt University 1995 — 1996
Master's degree, Accounting
Fort Lewis College 1991 — 1992
Bachelor's degree, Accounting
University of Denver 1987 — 1991
CTC myCFO June 2014 - Present
Baker Tilly Virchow Krause, LLP June 2010 - May 2014
William Blair and Company June 2008 - May 2010
JPMorgan 2002 - 2008
Arthur Andersen 1998 - 2002
Kupferberg Goldberg & Neimark (now Baker Tilly) 1995 - 1998
Vail Associates 1992 - 1995
Skills
Tax, CPA, Income Tax, Wealth, Tax Research, Accounting, High Net Worth..., Tax Preparation, Tax Accounting, International Tax, Tax Advisory, Financial Reporting
Education
Concord Law School - Kaplan University 2007 — 2013
Doctor of Law (J.D.), Law
Roosevelt University 1995 — 1996
Master's degree, Accounting
Fort Lewis College 1991 — 1992
Bachelor's degree, Accounting
University of Denver 1987 — 1991
Sue Sugden's CTC myCFO Experience June 2008 - Present
Job at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO June 2008 - Present
Bates Private Capital 2004 - 2008
Bidwell & Company 1999 - 2004
Skills
Asset Management, Financial Analysis, Financial Modeling, Leadership, Portfolio Management, Investments, Private Equity, Valuation, Hedge Funds, Microsoft Excel, Mutual Funds, Alternative Investments, Asset Allocation
Education
University of Oregon
BS, Economics
CTC myCFO June 2008 - Present
Bates Private Capital 2004 - 2008
Bidwell & Company 1999 - 2004
Skills
Asset Management, Financial Analysis, Financial Modeling, Leadership, Portfolio Management, Investments, Private Equity, Valuation, Hedge Funds, Microsoft Excel, Mutual Funds, Alternative Investments, Asset Allocation
Education
University of Oregon
BS, Economics
James Luu's CTC myCFO Experience January 2015 - Present
Job Investment Reporting Team Lead at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO January 2015 - Present
CTC myCFO September 2010 - January 2015
Capital Pacific Bank July 2008 - September 2010
LECG, LLC 2004 - 2008
Kids On The Block 2002 - 2004
Skills
Portfolio Management, Finance, Analysis, Banking, Accounting, Credit Analysis, Investments, Financial Analysis, Asset Allocation
Education
University of California, Los Angeles 2008 — 2010
Accounting
Linfield College 2000 — 2004
Bachelor's Degree, Finance
CTC myCFO January 2015 - Present
CTC myCFO September 2010 - January 2015
Capital Pacific Bank July 2008 - September 2010
LECG, LLC 2004 - 2008
Kids On The Block 2002 - 2004
Skills
Portfolio Management, Finance, Analysis, Banking, Accounting, Credit Analysis, Investments, Financial Analysis, Asset Allocation
Education
University of California, Los Angeles 2008 — 2010
Accounting
Linfield College 2000 — 2004
Bachelor's Degree, Finance
Brad Bush's CTC myCFO Experience August 2014 - Present
Job Investment Reporting Analyst at CTC | myCFO
Industry Insurance
Experience
CTC myCFO August 2014 - Present
Waste Management November 2012 - August 2014
Standard Insurance October 2010 - July 2012
Standard Insurance March 2007 - October 2010
AmeriCorps May 2006 - October 2006
Bates Private Capital February 2004 - January 2006
Skills
Financial Analysis, Insurance, Process Improvement, Business Analysis, Microsoft Excel, Finance, Microsoft Office, Program Management, Research, Financial Statement..., Outlook, Customer Service, Microsoft Word, Access, Analysis
Education
Birmingham-Southern College 1997 — 2001
BS, Business Administration
CTC myCFO August 2014 - Present
Waste Management November 2012 - August 2014
Standard Insurance October 2010 - July 2012
Standard Insurance March 2007 - October 2010
AmeriCorps May 2006 - October 2006
Bates Private Capital February 2004 - January 2006
Skills
Financial Analysis, Insurance, Process Improvement, Business Analysis, Microsoft Excel, Finance, Microsoft Office, Program Management, Research, Financial Statement..., Outlook, Customer Service, Microsoft Word, Access, Analysis
Education
Birmingham-Southern College 1997 — 2001
BS, Business Administration
C Joynt's CTC myCFO Experience January 2013 - Present
Job Trust Coordinator
Industry Banking
Experience
CTC myCFO January 2013 - Present
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's degree, History
CTC myCFO January 2013 - Present
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's degree, History
Kathy Kamerer's CTC myCFO Experience September 1995 - Present
Job Office Administrator, CTC | myCFO, LLC
Industry Financial Services
Experience
CTC myCFO September 1995 - Present
First Interstate Bank of Texas February 1988 - August 1993
Allied Bank of Texas June 1986 - February 1988
Skills
Banking, Human Resources, Asset Management, Investments, Asset Allocation, Microsoft Excel, Portfolio Management, PowerPoint, Microsoft Office, Mutual Funds, Financial Analysis, Outlook, Customer Service, Strategic Planning, Event Planning
Education
Portland State University 2008 — 2009
Certification, Human Resources Management
University of Houston 1993 — 1995
Teacher Certification, Elementary Education
Texas A&M University 1978 — 1982
BA, English
CTC myCFO September 1995 - Present
First Interstate Bank of Texas February 1988 - August 1993
Allied Bank of Texas June 1986 - February 1988
Skills
Banking, Human Resources, Asset Management, Investments, Asset Allocation, Microsoft Excel, Portfolio Management, PowerPoint, Microsoft Office, Mutual Funds, Financial Analysis, Outlook, Customer Service, Strategic Planning, Event Planning
Education
Portland State University 2008 — 2009
Certification, Human Resources Management
University of Houston 1993 — 1995
Teacher Certification, Elementary Education
Texas A&M University 1978 — 1982
BA, English
Kristi Hanson's CTC myCFO Experience June 2012 - Present
Job Managing Director, CTC | myCFO
Industry Financial Services
Experience
CTC myCFO June 2012 - Present
Education
University of Idaho 1982 — 1986
BS Business, Accounting and Corporate Finance
CTC myCFO June 2012 - Present
Education
University of Idaho 1982 — 1986
BS Business, Accounting and Corporate Finance
Tim Kane, CFA, CAIA's CTC myCFO Experience January 2013 - Present
Job Senior Hedge Fund Research Analyst at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO January 2013 - Present
CTC Consulting, LLC August 2009 - December 2012
Carleton College Investment Office 2009 - 2009
Education
Carleton College 2005 — 2009
B.A., Economics
CTC myCFO January 2013 - Present
CTC Consulting, LLC August 2009 - December 2012
Carleton College Investment Office 2009 - 2009
Education
Carleton College 2005 — 2009
B.A., Economics
Matthew Hynes's CTC myCFO Experience 2008 - 2014
Job Senior Portfolio Manager at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation 2014 - Present
CTC myCFO 2008 - 2014
Chicago Police Department 2002 - 2008
BMO Harris Bank 1999 - 2002
Skills
Investment Management, Portfolio Management, Strategic Planning, Credit, Analysis, Financial Reporting, Financial Modeling, Leadership, Financial Analysis, Private Equity, Business Analysis, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
Northern Trust Corporation 2014 - Present
CTC myCFO 2008 - 2014
Chicago Police Department 2002 - 2008
BMO Harris Bank 1999 - 2002
Skills
Investment Management, Portfolio Management, Strategic Planning, Credit, Analysis, Financial Reporting, Financial Modeling, Leadership, Financial Analysis, Private Equity, Business Analysis, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
Betty Vu's CTC myCFO Experience October 2013 - Present
Job Tax Accountant at CTC MyCFO
Industry Financial Services
Experience
CTC myCFO October 2013 - Present
Burr Pilger Mayer January 2011 - October 2013
Pacific Tax & Accounting 2008 - 2010
Eid Passport January 2007 - December 2007
Skills
ProSystem fx Tax, Accounting, Tax, RIA, Payroll, Financial Statements, GoSystems, BNA tax planning, Excel accounting, Adobe
Education
Portland State University
Bachelor's degree, Finance; Finance Real Estate
Portland Community College
Associate of Science (A.S.), Accounting
Universite Michel de Montaigne Bordeaux III (France)
Associate of Arts (AA), History of Art
CTC myCFO October 2013 - Present
Burr Pilger Mayer January 2011 - October 2013
Pacific Tax & Accounting 2008 - 2010
Eid Passport January 2007 - December 2007
Skills
ProSystem fx Tax, Accounting, Tax, RIA, Payroll, Financial Statements, GoSystems, BNA tax planning, Excel accounting, Adobe
Education
Portland State University
Bachelor's degree, Finance; Finance Real Estate
Portland Community College
Associate of Science (A.S.), Accounting
Universite Michel de Montaigne Bordeaux III (France)
Associate of Arts (AA), History of Art
Andrew Schnaars's CTC myCFO Experience April 2015 - Present
Job Investment Associate at CTC | myCFO
Industry Renewables & Environment
Experience
CTC myCFO April 2015 - Present
Sol-Wind, LLC December 2014 - March 2015
State Street Bank April 2013 - September 2014
State Street October 2010 - April 2013
University of New Hampshire - Campus Recreation November 2006 - May 2010
K-Motion Interactive Inc. May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Essbase, Oracle, Longview, Budget Process, FPA, Data Analysis, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Finance, Economics
CTC myCFO April 2015 - Present
Sol-Wind, LLC December 2014 - March 2015
State Street Bank April 2013 - September 2014
State Street October 2010 - April 2013
University of New Hampshire - Campus Recreation November 2006 - May 2010
K-Motion Interactive Inc. May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Essbase, Oracle, Longview, Budget Process, FPA, Data Analysis, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Finance, Economics
Latesia Smoot's CTC myCFO Experience August 2012 - Present
Job Tax Manager CTC | myCFO
Industry Accounting
Experience
CTC myCFO August 2012 - Present
PwC October 2010 - July 2012
Titus June 2010 - October 2010
Brightpoint Inc August 2008 - January 2009
BKD LLP February 2006 - July 2008
KPMG LLP July 2001 - February 2006
Eli Lilly January 2001 - May 2001
KPMG LLP June 2000 - August 2000
Skills
Account Reconciliation, Accounting, CPA, Tax, Tax Research, Financial Reporting, Financial Analysis, Corporate Tax, Tax Accounting, US GAAP, Auditing
Education
Indiana University - Kelley School of Business 1996 — 2001
Master of Business Administration, Accounting/Tax
CTC myCFO August 2012 - Present
PwC October 2010 - July 2012
Titus June 2010 - October 2010
Brightpoint Inc August 2008 - January 2009
BKD LLP February 2006 - July 2008
KPMG LLP July 2001 - February 2006
Eli Lilly January 2001 - May 2001
KPMG LLP June 2000 - August 2000
Skills
Account Reconciliation, Accounting, CPA, Tax, Tax Research, Financial Reporting, Financial Analysis, Corporate Tax, Tax Accounting, US GAAP, Auditing
Education
Indiana University - Kelley School of Business 1996 — 2001
Master of Business Administration, Accounting/Tax
Dan Gimbel's CTC myCFO Experience March 2006 - Present
Job Director, Investment Advisory Services
Industry Investment Management
Experience
CTC myCFO March 2006 - Present
Charles Schwab 1996 - 2006
Charles Schwab May 1996 - December 1996
Charles Schwab April 1995 - May 1996
Charles Schwab March 1992 - April 1995
E.F. Hutton July 1987 - February 1992
Merrill Lynch March 1984 - July 1987
Skills
Retirement Planning, Asset Allocation, Portfolio Management, Investments, Marketing, Alternative Investments, Asset Management, Business Development, CRM, Equities, Finance, Financial Advisory, Hedge Funds, Management, Mutual Funds, Sales, Strategy, Wealth Management
Education
University of Southern California 1978 — 1983
B.S., Business Administration/Finance
CTC myCFO March 2006 - Present
Charles Schwab 1996 - 2006
Charles Schwab May 1996 - December 1996
Charles Schwab April 1995 - May 1996
Charles Schwab March 1992 - April 1995
E.F. Hutton July 1987 - February 1992
Merrill Lynch March 1984 - July 1987
Skills
Retirement Planning, Asset Allocation, Portfolio Management, Investments, Marketing, Alternative Investments, Asset Management, Business Development, CRM, Equities, Finance, Financial Advisory, Hedge Funds, Management, Mutual Funds, Sales, Strategy, Wealth Management
Education
University of Southern California 1978 — 1983
B.S., Business Administration/Finance
Daniel Jaw's CTC myCFO Experience April 2014 - February 2015
Job Research Analyst at Stillwater Investment Management
Industry Financial Services
Experience
CTC myCFO April 2014 - February 2015
Scout Capital Management, L.L.C. June 2013 - January 2014
Education
Cornell University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Mathematics
CTC myCFO April 2014 - February 2015
Scout Capital Management, L.L.C. June 2013 - January 2014
Education
Cornell University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Mathematics
James Ouderkirk, CFA, CPA's CTC myCFO Experience March 2015 - Present
Job Investment Advisor at CTC | myCFO
Industry Investment Management
Experience
CTC myCFO March 2015 - Present
CTC myCFO November 2013 - February 2015
CTC myCFO April 2013 - October 2013
PricewaterhouseCoopers July 2011 - April 2013
PricewaterhouseCoopers June 2010 - September 2010
Skills
French Language, Personal Finance /..., Tax Research, Account Reconciliation, Finance, Due Diligence, Portfolio Management, French, Valuation, Financial Accounting, Management, Accounting, Financial Analysis, Tax
Education
University of Notre Dame 2010 — 2011
Master's of Science in Accountancy, Tax Specialization
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Accountancy
CTC myCFO March 2015 - Present
CTC myCFO November 2013 - February 2015
CTC myCFO April 2013 - October 2013
PricewaterhouseCoopers July 2011 - April 2013
PricewaterhouseCoopers June 2010 - September 2010
Skills
French Language, Personal Finance /..., Tax Research, Account Reconciliation, Finance, Due Diligence, Portfolio Management, French, Valuation, Financial Accounting, Management, Accounting, Financial Analysis, Tax
Education
University of Notre Dame 2010 — 2011
Master's of Science in Accountancy, Tax Specialization
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Accountancy
Frances Kawamoto's CTC myCFO Experience 2012 - 2014
Job Administrative & Volunteer Coordinator at Ecology Center
Industry Environmental Services
Experience
CTC myCFO 2012 - 2014
CTC myCFO 2012 - 2014
Harris myCFO 2013 - 2013
Harris myCFO 2013 - 2013
Ecology Center December 2007 - September 2011
Ecology Center December 2007 - September 2010
Nakagawa Manufacturing (USA), Inc July 2007 - November 2007
Berkeley Farmers' Markets, Ecology Center May 2006 - May 2007
Skills
Volunteer Coordination, Volunteer Management, Environmental Education, Social Justice, Office Administration
Education
University of California, Berkeley
Bachelor of Arts, Public Health
CTC myCFO 2012 - 2014
CTC myCFO 2012 - 2014
Harris myCFO 2013 - 2013
Harris myCFO 2013 - 2013
Ecology Center December 2007 - September 2011
Ecology Center December 2007 - September 2010
Nakagawa Manufacturing (USA), Inc July 2007 - November 2007
Berkeley Farmers' Markets, Ecology Center May 2006 - May 2007
Skills
Volunteer Coordination, Volunteer Management, Environmental Education, Social Justice, Office Administration
Education
University of California, Berkeley
Bachelor of Arts, Public Health
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY