Fortis Advisors LLC
Description
Address: 12526 High Bluff Dr #280, San Diego, CA 92130 Hours: Closed ⋅ Opens 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (858) 200-8688: Category: : : Place name: : : Website: : Website: http://fortisrep.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fortis Advisors Posting publicly on the Web Write a review Reviews 2 Google reviews
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Fortis Advisors LLC Employees
Employee
Years
Job
Industry
Kathleen Hupp Kathleen Hupp's Fortis Advisors LLC Experience February 2012 - June 2014
Job Director of Operations at Fortis Advisors LLC
Industry Financial Services
Experience
Fortis Advisors LLC February 2012 - June 2014
Props for Today November 2010 - November 2011
Malouf's April 2009 - August 2009
Skills
Graphic Design, InDesign, Visual Merchandising, Social Media, Mac, Styling, Adobe Creative Suite, Illustrator, Event Planning, Photoshop, Marketing, Advertising, PowerPoint, Fashion, Email Marketing, Blogging, Social Media Marketing
Education
Texas Tech University 2005 — 2009
Bachelor of Arts, Psychology, Apparel Design & Manufacturing, French
Fortis Advisors LLC February 2012 - June 2014
Props for Today November 2010 - November 2011
Malouf's April 2009 - August 2009
Skills
Graphic Design, InDesign, Visual Merchandising, Social Media, Mac, Styling, Adobe Creative Suite, Illustrator, Event Planning, Photoshop, Marketing, Advertising, PowerPoint, Fashion, Email Marketing, Blogging, Social Media Marketing
Education
Texas Tech University 2005 — 2009
Bachelor of Arts, Psychology, Apparel Design & Manufacturing, French
Matt Mahre Matt Mahre's Fortis Advisors LLC Experience October 2013 - December 2013
Job Transactional Attorney
Industry Law Practice
Experience
Legal Option Group, Inc. September 2014 - Present
The Rubicon Project, Inc. January 2015 - January 2015
Upward Trend, LLC March 2013 - June 2014
Fortis Advisors LLC October 2013 - December 2013
Md7 December 2012 - February 2013
HGMI Gaming (Formerly Hyatt Gaming Management ) March 2011 - December 2011
Lehman, Lee & Xu June 2010 - July 2010
Skills
Transactional Law, International Law, M&A experience, International Business..., Legal Research, Contract Law, Licensing
Education
Loyola University Chicago School of Law 2009 — 2012
Juris Doctor
University of Minnesota-Twin Cities 2007 — 2009
Bachelors, Political Science
Iowa State University 2005 — 2007
Legal Option Group, Inc. September 2014 - Present
The Rubicon Project, Inc. January 2015 - January 2015
Upward Trend, LLC March 2013 - June 2014
Fortis Advisors LLC October 2013 - December 2013
Md7 December 2012 - February 2013
HGMI Gaming (Formerly Hyatt Gaming Management ) March 2011 - December 2011
Lehman, Lee & Xu June 2010 - July 2010
Skills
Transactional Law, International Law, M&A experience, International Business..., Legal Research, Contract Law, Licensing
Education
Loyola University Chicago School of Law 2009 — 2012
Juris Doctor
University of Minnesota-Twin Cities 2007 — 2009
Bachelors, Political Science
Iowa State University 2005 — 2007
Lauren Vollon Lauren Vollon's Fortis Advisors LLC Experience July 2015 - Present
Job Financial Data Analyst at Fortis Advisors
Industry Banking
Experience
Fortis Advisors LLC July 2015 - Present
BlackRock June 2015 - September 2015
Zolio Inc February 2015 - May 2015
Rady School of Management September 2014 - December 2014
AFC - Academics for Companies October 2013 - December 2013
RETAILAngels July 2012 - August 2012
Karl Strauss Brewing Company February 2012 - May 2012
BNP Paribas Fortis August 2011 - September 2011
Skills
Investment Management, Corporate Finance, Portfolio Management, Modern Portfolio Theory, Financial Forecasting, Data Analysis, Financial Accounting, Microsoft Office, Matlab, Financial Modeling, Risk Management, Gawk programming, SEC - EDGAR, Marketing, Management, Leadership, Research, Microsoft Excel
Education
University of California, San Diego - The Rady School of Management 2014 — 2015
Master's degree, Finance, General, 4.00
University of California, San Diego - The Rady School of Management 2015 — 2015
Additional MBA course, Negotiation
Katholieke Universiteit Leuven 2012 — 2014
Bachelor of Science, Business Economics, Accounting and Finance, Graduated cum laude
Katholieke Universiteit Leuven 2011 — 2012
Accountancy (Credit contract at Faculty of Economics and Business), Accounting
Katholieke Hogeschool Leuven 2009 — 2012
Bachelor Business Management, Marketing, Graduated cum laude
Fortis Advisors LLC July 2015 - Present
BlackRock June 2015 - September 2015
Zolio Inc February 2015 - May 2015
Rady School of Management September 2014 - December 2014
AFC - Academics for Companies October 2013 - December 2013
RETAILAngels July 2012 - August 2012
Karl Strauss Brewing Company February 2012 - May 2012
BNP Paribas Fortis August 2011 - September 2011
Skills
Investment Management, Corporate Finance, Portfolio Management, Modern Portfolio Theory, Financial Forecasting, Data Analysis, Financial Accounting, Microsoft Office, Matlab, Financial Modeling, Risk Management, Gawk programming, SEC - EDGAR, Marketing, Management, Leadership, Research, Microsoft Excel
Education
University of California, San Diego - The Rady School of Management 2014 — 2015
Master's degree, Finance, General, 4.00
University of California, San Diego - The Rady School of Management 2015 — 2015
Additional MBA course, Negotiation
Katholieke Universiteit Leuven 2012 — 2014
Bachelor of Science, Business Economics, Accounting and Finance, Graduated cum laude
Katholieke Universiteit Leuven 2011 — 2012
Accountancy (Credit contract at Faculty of Economics and Business), Accounting
Katholieke Hogeschool Leuven 2009 — 2012
Bachelor Business Management, Marketing, Graduated cum laude
Ralph Sabin Ralph Sabin's Fortis Advisors LLC Experience 2011 - Present
Job Senior Advisor Cambia Health Solutions
Industry Investment Management
Experience
Cambia Health - Direct Health Solutions October 2014 - Present
Fortis Advisors, LLC 2011 - Present
Pacific Venture Group September 1995 - Present
Sonus Pharmaceuticals, Inc April 1994 - January 1995
Ernst & Young 1974 - 1994
Skills
Mergers, Acquisition Integration, Private Equity, Entrepreneurship, Venture Capital, Valuation, Growth Capital, Strategy, Investments, Start-ups, Mergers & Acquisitions, Healthcare, Alternative Investments, Outsourcing, Private Placements, Due Diligence, Auditing, Business Strategy, Management, Restructuring, Executive Management, Angel Investing, LBO, Divestitures, IPO, Principal Investing
Education
Loyola Marymount University, College of Business Administration 1969 — 1974
Cambia Health - Direct Health Solutions October 2014 - Present
Fortis Advisors, LLC 2011 - Present
Pacific Venture Group September 1995 - Present
Sonus Pharmaceuticals, Inc April 1994 - January 1995
Ernst & Young 1974 - 1994
Skills
Mergers, Acquisition Integration, Private Equity, Entrepreneurship, Venture Capital, Valuation, Growth Capital, Strategy, Investments, Start-ups, Mergers & Acquisitions, Healthcare, Alternative Investments, Outsourcing, Private Placements, Due Diligence, Auditing, Business Strategy, Management, Restructuring, Executive Management, Angel Investing, LBO, Divestitures, IPO, Principal Investing
Education
Loyola Marymount University, College of Business Administration 1969 — 1974
Nancy Davis's Fortis Advisors LLC Experience June 2012 - February 2015
Job Marketing Executive
Industry Marketing and Advertising
Experience
ION Business Development November 2008 - Present
Fortis Advisors LLC June 2012 - February 2015
Girls on the Run San Diego February 2012 - March 2014
San Diego Software Industry Council December 2009 - August 2012
Major International Law Firms 1988 - 2008
Skills
Marketing, Strategy, Marketing Communications, Media Relations, Business Development, Event Planning, Leadership, Marketing Strategy, Advertising, Start-ups, Fundraising, Event Management, Strategic Planning, Venture Capital, Market Planning, Email Marketing, Integrated Marketing, Non-profits, Nonprofits, SEO, Analytics, Strategic Partnerships, Proposal Writing, Budgets, Executive Management, Entrepreneurship, New Business Development, Community Outreach, Social Media Marketing, Lead Generation, Public Relations, Business Strategy, Social Media
Education
Louisiana State University and Agricultural and Mechanical College
B.A., Journalism
ION Business Development November 2008 - Present
Fortis Advisors LLC June 2012 - February 2015
Girls on the Run San Diego February 2012 - March 2014
San Diego Software Industry Council December 2009 - August 2012
Major International Law Firms 1988 - 2008
Skills
Marketing, Strategy, Marketing Communications, Media Relations, Business Development, Event Planning, Leadership, Marketing Strategy, Advertising, Start-ups, Fundraising, Event Management, Strategic Planning, Venture Capital, Market Planning, Email Marketing, Integrated Marketing, Non-profits, Nonprofits, SEO, Analytics, Strategic Partnerships, Proposal Writing, Budgets, Executive Management, Entrepreneurship, New Business Development, Community Outreach, Social Media Marketing, Lead Generation, Public Relations, Business Strategy, Social Media
Education
Louisiana State University and Agricultural and Mechanical College
B.A., Journalism
Christopher Anson's Fortis Advisors LLC Experience 2014 - Present
Job Digital Media Strategist
Industry Online Media
Experience
Fortis Advisors LLC 2014 - Present
Activision 2013 - 2014
eSports Startup June 2011 - 2014
Solo Practitioner 2012 - 2013
Skills
Digital Marketing, Social Media Marketing, Gaming Industry, Entertainment Industry, Entertainment Law, Intellectual Property, Corporate Law, Google Analytics, Google Adwords, Sports Law, Web Design, Early-stage Startups, Copyright Law, Trademarks, Contract Law
Education
University of Michigan Law School 2009 — 2012
Doctor of Law (JD)
University of Southern California 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
The Bishop's School
Fortis Advisors LLC 2014 - Present
Activision 2013 - 2014
eSports Startup June 2011 - 2014
Solo Practitioner 2012 - 2013
Skills
Digital Marketing, Social Media Marketing, Gaming Industry, Entertainment Industry, Entertainment Law, Intellectual Property, Corporate Law, Google Analytics, Google Adwords, Sports Law, Web Design, Early-stage Startups, Copyright Law, Trademarks, Contract Law
Education
University of Michigan Law School 2009 — 2012
Doctor of Law (JD)
University of Southern California 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
The Bishop's School
Jessica Irmgard Mueller's Fortis Advisors LLC Experience April 2013 - Present
Job Associate Director, M&A
Industry Legal Services
Experience
Fortis Advisors LLC April 2013 - Present
Booz Allen Hamilton June 2012 - August 2013
Center for Inernational Business Education and Research - Global Business Project January 2013 - May 2013
The Law Offices of Cameron J. Gharabiklou May 2011 - December 2011
LA Fitness August 2008 - August 2010
Cole Haan May 2007 - August 2010
Young Champions Of America August 2004 - May 2006
CAP21 America's Musical Theatre Conservatory and Company May 2005 - August 2005
Skills
Event Management, Business Development, Program Design &..., Research & Analysis, Project Management, Team Management, Client Relations, Talent Development, Daily Operations..., Client, Analysis, Negotiation, Legal Writing, Contract Management, Contract Negotiation, Contract Law, Talent Management, Evaluation, Research, Social Media Marketing, International Relations
Education
San Diego State University-California State University 2011 — 2014
Master of Business Administration, Business Administration and Management, General, Honors
California Western School of Law 2010 — 2014
Juris Doctor (Cum Laude), Business Law, Cum Laude
University of Arizona 2004 — 2009
Bachelor of Arts, Interdisciplinary Studies
Fortis Advisors LLC April 2013 - Present
Booz Allen Hamilton June 2012 - August 2013
Center for Inernational Business Education and Research - Global Business Project January 2013 - May 2013
The Law Offices of Cameron J. Gharabiklou May 2011 - December 2011
LA Fitness August 2008 - August 2010
Cole Haan May 2007 - August 2010
Young Champions Of America August 2004 - May 2006
CAP21 America's Musical Theatre Conservatory and Company May 2005 - August 2005
Skills
Event Management, Business Development, Program Design &..., Research & Analysis, Project Management, Team Management, Client Relations, Talent Development, Daily Operations..., Client, Analysis, Negotiation, Legal Writing, Contract Management, Contract Negotiation, Contract Law, Talent Management, Evaluation, Research, Social Media Marketing, International Relations
Education
San Diego State University-California State University 2011 — 2014
Master of Business Administration, Business Administration and Management, General, Honors
California Western School of Law 2010 — 2014
Juris Doctor (Cum Laude), Business Law, Cum Laude
University of Arizona 2004 — 2009
Bachelor of Arts, Interdisciplinary Studies
Lila Zhao's Fortis Advisors LLC Experience August 2011 - September 2012
Job Attorney at Gerson Law Firm APC
Industry Law Practice
Experience
Gerson Law Firm APC July 2015 - Present
McCarthy & Holthus LLP October 2012 - July 2015
Fortis Advisors LLC August 2011 - September 2012
Duke University September 2009 - June 2011
LCS June 2010 - July 2010
Jun He Law Offices May 2010 - June 2010
KPMG May 2009 - June 2009
Skills
Research, Legal Writing, Legal Research, Data Analysis, Policy Analysis, Corporate Law, Due Diligence, Litigation, Mergers & Acquisitions, Private Equity, Joint Ventures, Licensing, Legal Issues, Trademarks, Securities Regulation, Civil Litigation, Copyright Law, Intellectual Property, Legal Assistance, Westlaw, Commercial Litigation, Contract Law
Education
Duke University School of Law 2008 — 2011
J.D.
University of California, San Diego
B.A.
Gerson Law Firm APC July 2015 - Present
McCarthy & Holthus LLP October 2012 - July 2015
Fortis Advisors LLC August 2011 - September 2012
Duke University September 2009 - June 2011
LCS June 2010 - July 2010
Jun He Law Offices May 2010 - June 2010
KPMG May 2009 - June 2009
Skills
Research, Legal Writing, Legal Research, Data Analysis, Policy Analysis, Corporate Law, Due Diligence, Litigation, Mergers & Acquisitions, Private Equity, Joint Ventures, Licensing, Legal Issues, Trademarks, Securities Regulation, Civil Litigation, Copyright Law, Intellectual Property, Legal Assistance, Westlaw, Commercial Litigation, Contract Law
Education
Duke University School of Law 2008 — 2011
J.D.
University of California, San Diego
B.A.
Alana McHugh's Fortis Advisors LLC Experience September 2014 - Present
Job Director of Marketing at Fortis Advisors LLC
Industry Marketing and Advertising
Experience
Fortis Advisors LLC September 2014 - Present
Active Network January 2012 - September 2014
Sambazon January 2007 - August 2011
DC Shoes November 2004 - January 2007
Active.com 1998 - 2004
Skills
CSS, HTML, Wordpress, Adobe Creative Suite, Microsoft Office, IIS, Web Development, MySQL, Account Management, Mac OS X, Visio, SAP, Facebook, Social Media, Photoshop, Twitter, E-commerce, PHP, JavaScript, Dreamweaver, Flash, Illustrator, InDesign, SQL Server, CMS, YouTube, WordPress, Microsoft SQL Server, Marketing, Integrated Marketing, Social Media Marketing, Management, Advertising, Marketing Strategy, CRM, Email Marketing
Education
University of Michigan 1994 — 1998
BA, Psychology
Fortis Advisors LLC September 2014 - Present
Active Network January 2012 - September 2014
Sambazon January 2007 - August 2011
DC Shoes November 2004 - January 2007
Active.com 1998 - 2004
Skills
CSS, HTML, Wordpress, Adobe Creative Suite, Microsoft Office, IIS, Web Development, MySQL, Account Management, Mac OS X, Visio, SAP, Facebook, Social Media, Photoshop, Twitter, E-commerce, PHP, JavaScript, Dreamweaver, Flash, Illustrator, InDesign, SQL Server, CMS, YouTube, WordPress, Microsoft SQL Server, Marketing, Integrated Marketing, Social Media Marketing, Management, Advertising, Marketing Strategy, CRM, Email Marketing
Education
University of Michigan 1994 — 1998
BA, Psychology
Nickie Bergvall's Fortis Advisors LLC Experience August 2013 - October 2013
Job Senior Associate at Pathfinder Partners, LLC
Industry Financial Services
Experience
Pathfinder Partners, LLC January 2015 - Present
Pathfinder Partners, LLC November 2013 - January 2015
Fortis Advisors LLC August 2013 - October 2013
Quality Loan Service Corporation September 2011 - August 2013
McCarthy & Holthus LLP February 2010 - September 2011
San Diego Commerical Finance June 2007 - January 2010
J Crew June 2003 - September 2008
Johns Hopkins University August 2006 - December 2006
Skills
Civil Litigation, Westlaw, Outlook, Legal Research, PowerPoint, Microsoft Word, Microsoft Excel, Real Estate, Microsoft Office, Customer Service, Process Scheduler, Lexis, PACER, File Management, Time Matters, Legal Writing, Legal Compliance, Spreadsheets, Corporate Law, Finance, Marketing, Event Planning, LexisNexis
Education
University of California, San Diego 2010 — 2011
Certified Paralegal, Paralegal Studies
University of San Diego 2009 — 2010
Paralegal Certificate
San Diego State University-California State University 2003 — 2007
BA, Political Science
Pathfinder Partners, LLC January 2015 - Present
Pathfinder Partners, LLC November 2013 - January 2015
Fortis Advisors LLC August 2013 - October 2013
Quality Loan Service Corporation September 2011 - August 2013
McCarthy & Holthus LLP February 2010 - September 2011
San Diego Commerical Finance June 2007 - January 2010
J Crew June 2003 - September 2008
Johns Hopkins University August 2006 - December 2006
Skills
Civil Litigation, Westlaw, Outlook, Legal Research, PowerPoint, Microsoft Word, Microsoft Excel, Real Estate, Microsoft Office, Customer Service, Process Scheduler, Lexis, PACER, File Management, Time Matters, Legal Writing, Legal Compliance, Spreadsheets, Corporate Law, Finance, Marketing, Event Planning, LexisNexis
Education
University of California, San Diego 2010 — 2011
Certified Paralegal, Paralegal Studies
University of San Diego 2009 — 2010
Paralegal Certificate
San Diego State University-California State University 2003 — 2007
BA, Political Science
Tori Geft's Fortis Advisors LLC Experience AssociateLatham & Watkins2007 - 2013
Job Director of M&A at Fortis Advisors LLC
Industry
Experience
Fortis Advisors LLC AssociateLatham & Watkins2007 - 2013
Gibson, Dunn & Crutcher LLP 2004 - 2007
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Governance, Due Diligence, Capital Markets, Securities Regulation
Education
Georgetown University Law Center 2001 — 2004
Doctor of Law (J.D.)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.)
La Jolla High School 1994 — 1997
Fortis Advisors LLC AssociateLatham & Watkins2007 - 2013
Gibson, Dunn & Crutcher LLP 2004 - 2007
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Governance, Due Diligence, Capital Markets, Securities Regulation
Education
Georgetown University Law Center 2001 — 2004
Doctor of Law (J.D.)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.)
La Jolla High School 1994 — 1997