Dale Scott & Company
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Dale Scott & Company Employees
Employee
Years
Job
Industry
Drew Lindgren Drew Lindgren's Dale Scott & Company Experience June 2014 - November 2014
Job Enterprise Sales at TubeMogul, Inc.
Industry Computer Software
Experience
TubeMogul, Inc. December 2014 - Present
Dale Scott & Company June 2014 - November 2014
Vasquez Benisek & Lindgren, LLC March 2011 - June 2014
Skills
Sales, SaaS, Digital Media, Salesforce.com, Research, Critical Thinking, Analytical Skills, Social Media
Education
University of California, Berkeley
Bachelor of Arts (B.A.), History
TubeMogul, Inc. December 2014 - Present
Dale Scott & Company June 2014 - November 2014
Vasquez Benisek & Lindgren, LLC March 2011 - June 2014
Skills
Sales, SaaS, Digital Media, Salesforce.com, Research, Critical Thinking, Analytical Skills, Social Media
Education
University of California, Berkeley
Bachelor of Arts (B.A.), History
Joe Crump Joe Crump's Dale Scott & Company Experience June 2015 - Present
Job Public Finance Analyst at Dale Scott & Company
Industry Financial Services
Experience
Dale Scott & Company June 2015 - Present
Commonwealth of Massachusetts, Office of the State Treasurer June 2014 - May 2015
Brandeis University October 2013 - May 2014
Elkins Ranch Golf Course April 2008 - July 2013
California Lutheran University May 2011 - August 2011
Skills
Economics, Analysis, English, Risk Management, Public Speaking, Quantitative Analytics, Teamwork, Microsoft Office, Microsoft Excel, Financial Analysis, Stata, Fixed Income, Editing, PowerPoint, Access, Research, Qualitative Research, Accounting, Leadership, Technical Writing, Debt Management, Software Documentation, Microsoft Word, Customer Service, Financial Accounting, Time Management, Teaching, Policy, Writing, Engineering, Equity Research, Data Analysis, Corporate Finance, Finance, Credit Rating, Credit Risk, Asset Management, VBA, Bloomberg, Mathematica, R, SPSS, Gretl, Security Analysis, Public Finance, Financial Modeling, Statistics
Education
Brandeis University 2013 — 2015
Master of Arts (MA), International Economics And Finance
California Lutheran University 2008 — 2013
Bachelor of Science (BS), Bioengineering
St. Augustine Academy
St. Margaret Mary
Dale Scott & Company June 2015 - Present
Commonwealth of Massachusetts, Office of the State Treasurer June 2014 - May 2015
Brandeis University October 2013 - May 2014
Elkins Ranch Golf Course April 2008 - July 2013
California Lutheran University May 2011 - August 2011
Skills
Economics, Analysis, English, Risk Management, Public Speaking, Quantitative Analytics, Teamwork, Microsoft Office, Microsoft Excel, Financial Analysis, Stata, Fixed Income, Editing, PowerPoint, Access, Research, Qualitative Research, Accounting, Leadership, Technical Writing, Debt Management, Software Documentation, Microsoft Word, Customer Service, Financial Accounting, Time Management, Teaching, Policy, Writing, Engineering, Equity Research, Data Analysis, Corporate Finance, Finance, Credit Rating, Credit Risk, Asset Management, VBA, Bloomberg, Mathematica, R, SPSS, Gretl, Security Analysis, Public Finance, Financial Modeling, Statistics
Education
Brandeis University 2013 — 2015
Master of Arts (MA), International Economics And Finance
California Lutheran University 2008 — 2013
Bachelor of Science (BS), Bioengineering
St. Augustine Academy
St. Margaret Mary
Johanna Culp's Dale Scott & Company Experience August 2005 - July 2008
Job Investment Analyst
Industry Capital Markets
Experience
1st Global February 2010 - October 2011
Putney Financial Group October 2008 - April 2009
Dale Scott & Company August 2005 - July 2008
Citi Group January 2005 - January 2005
Northern Trust Bank March 2002 - August 2003
Preferred Trade April 2000 - August 2001
Education
University of Illinois at Urbana-Champaign 2004 — 2005
Master's, Finance
University of Oregon - Charles H. Lundquist College of Business 1997 — 1999
Bachelor's, Business Administration
1st Global February 2010 - October 2011
Putney Financial Group October 2008 - April 2009
Dale Scott & Company August 2005 - July 2008
Citi Group January 2005 - January 2005
Northern Trust Bank March 2002 - August 2003
Preferred Trade April 2000 - August 2001
Education
University of Illinois at Urbana-Champaign 2004 — 2005
Master's, Finance
University of Oregon - Charles H. Lundquist College of Business 1997 — 1999
Bachelor's, Business Administration
Cheryl Vesely, CFP® Cheryl Vesely, CFP®'s Dale Scott & Company Experience 2009 - March 2014
Job Principal at Balance Financial Planning, LLC
Industry Financial Services
Experience
Balance Financial Planning, LLC February 2014 - Present
Dale Scott & Company 2009 - March 2014
Financial Planning Consultant 2005 - 2012
Dale Scott & Company 1997 - 2005
Barclays Global Investors November 1996 - November 1997
The World Bank 1996 - 1996
Skills
Investments, Bonds, Financial Advisory, Portfolio Management, Investment Strategies, Wealth Management, Fixed Income, Financial Services, Strategic Financial..., Personal Financial..., Investment Management, Asset Management, Asset Allocation, Financial Planners, ETFs, Economics, Investment Advisory, Retirement Planning, Index Funds, Financial Planning, Finance
Education
University of California, Berkeley 2005 — 2006
Personal Financial Planning
Georgetown University 1994 — 1996
Master's degree, Economics
University of California, Santa Barbara 1987 — 1991
Bachelor's degree, Economics
Balance Financial Planning, LLC February 2014 - Present
Dale Scott & Company 2009 - March 2014
Financial Planning Consultant 2005 - 2012
Dale Scott & Company 1997 - 2005
Barclays Global Investors November 1996 - November 1997
The World Bank 1996 - 1996
Skills
Investments, Bonds, Financial Advisory, Portfolio Management, Investment Strategies, Wealth Management, Fixed Income, Financial Services, Strategic Financial..., Personal Financial..., Investment Management, Asset Management, Asset Allocation, Financial Planners, ETFs, Economics, Investment Advisory, Retirement Planning, Index Funds, Financial Planning, Finance
Education
University of California, Berkeley 2005 — 2006
Personal Financial Planning
Georgetown University 1994 — 1996
Master's degree, Economics
University of California, Santa Barbara 1987 — 1991
Bachelor's degree, Economics
Peter Leroe-Muñoz, Esq., CAMS Peter Leroe-Muñoz, Esq., CAMS's Dale Scott & Company Experience August 2012 - May 2015
Job Vice President, Technology & Innovation Policy at Silicon Valley Leadership Group
Industry Nonprofit Organization Management
Experience
Silicon Valley Leadership Group May 2015 - Present
Truman National Security Project January 2012 - Present
City of Gilroy December 2010 - Present
Gilroy Youth Task Force March 2014 - Present
Dale Scott & Company August 2012 - May 2015
County of San Benito March 2007 - August 2012
Monterey College of Law July 2007 - July 2012
Skills
Criminal Law, Public Policy, Local Government, Public Speaking, Political Campaigns, Spanish-speaking, Long Distance Running, Legal Research, Litigation, Policy Analysis, Legal Writing, Intellectual Property, Community Outreach, Legislative Relations, Research, Government, Politics, Leadership, Asset Forfeiture, Courts, Anti Money Laundering, Civil Litigation, Finance, Compliance, Legislation
Education
Harvard Law School 2002 — 2005
Juris Doctorate
University of California, Berkeley 1998 — 2002
B.S., Political Science
Head-Royce
Monterey College of Law
Silicon Valley Leadership Group May 2015 - Present
Truman National Security Project January 2012 - Present
City of Gilroy December 2010 - Present
Gilroy Youth Task Force March 2014 - Present
Dale Scott & Company August 2012 - May 2015
County of San Benito March 2007 - August 2012
Monterey College of Law July 2007 - July 2012
Skills
Criminal Law, Public Policy, Local Government, Public Speaking, Political Campaigns, Spanish-speaking, Long Distance Running, Legal Research, Litigation, Policy Analysis, Legal Writing, Intellectual Property, Community Outreach, Legislative Relations, Research, Government, Politics, Leadership, Asset Forfeiture, Courts, Anti Money Laundering, Civil Litigation, Finance, Compliance, Legislation
Education
Harvard Law School 2002 — 2005
Juris Doctorate
University of California, Berkeley 1998 — 2002
B.S., Political Science
Head-Royce
Monterey College of Law
Patricia Furlong Patricia Furlong's Dale Scott & Company Experience July 1997 - Present
Job Member, Board of Advisors, Dale Scott & Company
Industry Financial Services
Experience
Dale Scott & Company July 1997 - Present
Sedgwick Noble Lowndes 1981 - 1996
Skills
Bonds, Budgets, Investment Advisory, Public Speaking
Education
University of Rochester
Bachelor of Arts (B.A.), German Literature
Dale Scott & Company July 1997 - Present
Sedgwick Noble Lowndes 1981 - 1996
Skills
Bonds, Budgets, Investment Advisory, Public Speaking
Education
University of Rochester
Bachelor of Arts (B.A.), German Literature
Samantha Sam-Chen's Dale Scott & Company Experience May 2006 - February 2010
Job Planning and Campaign Consultant
Industry Financial Services
Experience
Isom Advisors, a division of Urban Futures, Inc. February 2010 - Present
Dale Scott & Company May 2006 - February 2010
Caldwell Flores Winters November 2002 - May 2006
Skills
Project Management, Grassroots Campaigning, Public Relations, Grassroots Communication, Public Policy, Public Speaking, Strategic Communications, Continuing Disclosure, Community Outreach, PowerPoint, Microsoft Excel, QuarkXPress, Adobe Acrobat, Access
Education
University of California, Berkeley 1998 — 2002
B.A., Mass Communications with an emphasis in Political Science
Isom Advisors, a division of Urban Futures, Inc. February 2010 - Present
Dale Scott & Company May 2006 - February 2010
Caldwell Flores Winters November 2002 - May 2006
Skills
Project Management, Grassroots Campaigning, Public Relations, Grassroots Communication, Public Policy, Public Speaking, Strategic Communications, Continuing Disclosure, Community Outreach, PowerPoint, Microsoft Excel, QuarkXPress, Adobe Acrobat, Access
Education
University of California, Berkeley 1998 — 2002
B.A., Mass Communications with an emphasis in Political Science
Seija McMillin's Dale Scott & Company Experience June 2009 - Present
Job Office Coordinator at Dale Scott & Company
Industry Financial Services
Experience
Dale Scott & Company June 2009 - Present
Ernst & Young January 2000 - November 2008
Ernst & Young January 1996 - January 2000
Ernst & Young July 1991 - December 1995
Skills
Customer Service, Microsoft Word, Administrative..., Microsoft Excel, Administration, Process Scheduler, Microsoft Office, Office Administration, Data Entry, Public Speaking, Research, Project Management, Spreadsheets, Budgets, Strategic Planning, Outlook, Time Management, Access, Teamwork, QuickBooks, Event Planning, Keynote, Constant Contact, Accounts Payable, Print Production, Mac OS
Education
Johnson and Wales University
Fashion Merchandising/Retail Mgmt
Dale Scott & Company June 2009 - Present
Ernst & Young January 2000 - November 2008
Ernst & Young January 1996 - January 2000
Ernst & Young July 1991 - December 1995
Skills
Customer Service, Microsoft Word, Administrative..., Microsoft Excel, Administration, Process Scheduler, Microsoft Office, Office Administration, Data Entry, Public Speaking, Research, Project Management, Spreadsheets, Budgets, Strategic Planning, Outlook, Time Management, Access, Teamwork, QuickBooks, Event Planning, Keynote, Constant Contact, Accounts Payable, Print Production, Mac OS
Education
Johnson and Wales University
Fashion Merchandising/Retail Mgmt
Will Dickinson's Dale Scott & Company Experience January 2013 - August 2015
Job Associate at Dale Scott & Company
Industry Financial Services
Experience
Dale Scott & Company January 2013 - August 2015
Hollywood Bowl June 2009 - September 2012
ETX Capital June 2011 - August 2011
Gigzee Music Corp. July 2009 - October 2009
Saint Johns Medical Center June 2006 - August 2008
Skills
Microsoft Excel, Financial Analysis, Social Networking, Microsoft Word, Municipal Bonds, Blogging, Event Planning, Bloomberg Terminal, Fixed Income, Leadership, Spanish, Marketing, Facebook, Social Media Marketing, Customer Service, Access, Sales, Market Research, Time Management
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Santa Monica High School 2004 — 2008
Dale Scott & Company January 2013 - August 2015
Hollywood Bowl June 2009 - September 2012
ETX Capital June 2011 - August 2011
Gigzee Music Corp. July 2009 - October 2009
Saint Johns Medical Center June 2006 - August 2008
Skills
Microsoft Excel, Financial Analysis, Social Networking, Microsoft Word, Municipal Bonds, Blogging, Event Planning, Bloomberg Terminal, Fixed Income, Leadership, Spanish, Marketing, Facebook, Social Media Marketing, Customer Service, Access, Sales, Market Research, Time Management
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Santa Monica High School 2004 — 2008