Forward Company
Forward List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Forward. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Forward Employees
Employee
Years
Job
Industry
Kaylyn Dawkins Kaylyn Dawkins's Forward Experience February 2015 - April 2015
Job Hi there!
Industry Financial Services
Experience
Forward February 2015 - April 2015
Contractors Scaffold Supply 2012 - 2015
Idea to IPO August 2014 - December 2014
City View at Metreon / Metreon Properties of Starwood August 2014 - October 2014
Handy April 2014 - August 2014
Idea to IPO September 2013 - August 2014
Zenefits July 2014 - July 2014
Holiday Inn Civic Center May 2014 - May 2014
N/A August 2011 - April 2014
Prime Time Athletic Club February 2010 - June 2010
Skills
Organization Skills, Event Management, Quality Improvement, Microsoft Word, Microsoft Excel, Business Ethics, Distance Learning, Social Media, Marketing, Financial Accounting, QuickBooks, Nexus, Google Docs, Business Communications, Strategic Partnerships, Analytic Problem Solving, Transcription Services, Swim Instruction, Childcare, Customer Service, Time Management, Microsoft Office, Customer Relations, Administrative..., Learn New Software..., Social Networking, Event Planning, Facebook, Marketing Strategy
Education
San Francisco State University 2014 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General, Junior
Skyline College 2011 — 2014
Associate of Science (A.S.), Business Administration
College of San Mateo 2010 — 2012
Business Administration
Forward February 2015 - April 2015
Contractors Scaffold Supply 2012 - 2015
Idea to IPO August 2014 - December 2014
City View at Metreon / Metreon Properties of Starwood August 2014 - October 2014
Handy April 2014 - August 2014
Idea to IPO September 2013 - August 2014
Zenefits July 2014 - July 2014
Holiday Inn Civic Center May 2014 - May 2014
N/A August 2011 - April 2014
Prime Time Athletic Club February 2010 - June 2010
Skills
Organization Skills, Event Management, Quality Improvement, Microsoft Word, Microsoft Excel, Business Ethics, Distance Learning, Social Media, Marketing, Financial Accounting, QuickBooks, Nexus, Google Docs, Business Communications, Strategic Partnerships, Analytic Problem Solving, Transcription Services, Swim Instruction, Childcare, Customer Service, Time Management, Microsoft Office, Customer Relations, Administrative..., Learn New Software..., Social Networking, Event Planning, Facebook, Marketing Strategy
Education
San Francisco State University 2014 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General, Junior
Skyline College 2011 — 2014
Associate of Science (A.S.), Business Administration
College of San Mateo 2010 — 2012
Business Administration
Kyle McKenzie Kyle McKenzie's Forward Experience June 2014 - June 2015
Job Western Intermediary Sales, Artisan Partners
Industry Financial Services
Experience
Artisan Partners June 2015 - Present
Forward June 2014 - June 2015
United States Commodity Funds June 2010 - June 2014
Grant Thornton LLP August 2008 - May 2010
University of Oregon Men's Rugby September 2005 - June 2008
Stone and Youngberg LLC June 2007 - September 2007
University of Oregon Investment Club October 2005 - January 2007
ERG, Inc June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Investments, Financial Reporting, Asset Managment, Microsoft Excel, Accounting, Valuation, Equities, Strategic Financial..., Risk Management, Data Analysis, Fair Value, Microsoft Office, PowerPoint, Portfolio Management, Bloomberg, Analysis, Budgets, Leadership, Asset Management, Mutual Funds, Mergers & Acquisitions, Finance, Financial Services, Economics, Trading, Banking, Hedge Funds, Management, Analytics, ETFs, Asset Allocation, Private Equity, Financial Advisory, Credit, Business Valuation, Equity Research, Capital Markets, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
University of Oregon 2004 — 2008
Business, Finance
Artisan Partners June 2015 - Present
Forward June 2014 - June 2015
United States Commodity Funds June 2010 - June 2014
Grant Thornton LLP August 2008 - May 2010
University of Oregon Men's Rugby September 2005 - June 2008
Stone and Youngberg LLC June 2007 - September 2007
University of Oregon Investment Club October 2005 - January 2007
ERG, Inc June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Investments, Financial Reporting, Asset Managment, Microsoft Excel, Accounting, Valuation, Equities, Strategic Financial..., Risk Management, Data Analysis, Fair Value, Microsoft Office, PowerPoint, Portfolio Management, Bloomberg, Analysis, Budgets, Leadership, Asset Management, Mutual Funds, Mergers & Acquisitions, Finance, Financial Services, Economics, Trading, Banking, Hedge Funds, Management, Analytics, ETFs, Asset Allocation, Private Equity, Financial Advisory, Credit, Business Valuation, Equity Research, Capital Markets, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
University of Oregon 2004 — 2008
Business, Finance
Diana L. Willson Diana L. Willson's Forward Experience January 2014 - September 2014
Job Innovative Digital Content Strategist | Marketing Manager | Social Media Guru
Industry Financial Services
Experience
AssetMark March 2015 - Present
Forward January 2014 - September 2014
Hewins Financial Wipfli Hewins October 2013 - January 2014
Hewins Financial Advisors May 2011 - October 2013
Hewins Financial Advisors October 2010 - May 2011
Hewins Financial Advisors March 2009 - October 2010
Skills
Social Media Marketing, Email Marketing, Marketing Strategy, Copywriting, Editing, Digital Communication..., Marketing Plan Creation, Complex Project..., Corporate Blogging, Strategic Planning, Brand Management, Brand Awareness, Branding & Identity, Product Marketing, Event Planning, Integrated Marketing, Marketing, Digital Marketing, Online Marketing, Corporate Website..., Design, Social Networking, Social Media, Blogging, Event Management, Organizational Culture, Management, Leadership, High degree of..., Investment Advisory, Mutual Funds, Alternative Investments, WordPress, Constant Contact, iContact, Microsoft CRM, Agile Project Management, Brand Implementation, Customer Service, Cross-functional..., Sales and Marketing, Multimedia, Concept Creation, Innovation, SEO, Audience Development, Content Buzz, Copy Editing, Attention to detail, Integrity
Education
Trinity College, Dublin 2007 — 2008
Master of Philosophy (M.Phil.), Medieval Language, Literature and Culture
California State University Stanislaus 2005 — 2007
Bachelor of Arts (B.A.), English
AssetMark March 2015 - Present
Forward January 2014 - September 2014
Hewins Financial Wipfli Hewins October 2013 - January 2014
Hewins Financial Advisors May 2011 - October 2013
Hewins Financial Advisors October 2010 - May 2011
Hewins Financial Advisors March 2009 - October 2010
Skills
Social Media Marketing, Email Marketing, Marketing Strategy, Copywriting, Editing, Digital Communication..., Marketing Plan Creation, Complex Project..., Corporate Blogging, Strategic Planning, Brand Management, Brand Awareness, Branding & Identity, Product Marketing, Event Planning, Integrated Marketing, Marketing, Digital Marketing, Online Marketing, Corporate Website..., Design, Social Networking, Social Media, Blogging, Event Management, Organizational Culture, Management, Leadership, High degree of..., Investment Advisory, Mutual Funds, Alternative Investments, WordPress, Constant Contact, iContact, Microsoft CRM, Agile Project Management, Brand Implementation, Customer Service, Cross-functional..., Sales and Marketing, Multimedia, Concept Creation, Innovation, SEO, Audience Development, Content Buzz, Copy Editing, Attention to detail, Integrity
Education
Trinity College, Dublin 2007 — 2008
Master of Philosophy (M.Phil.), Medieval Language, Literature and Culture
California State University Stanislaus 2005 — 2007
Bachelor of Arts (B.A.), English
Norman E. Mains, Ph.D. Norman E. Mains, Ph.D.'s Forward Experience April 2009 - July 2015
Job Chief Investment Officer at WaveFront Capital Management
Industry Financial Services
Experience
WaveFront Capital Management August 2015 - Present
Forward April 2009 - July 2015
Morgan Stanley/Graystone Research April 2001 - March 2009
Carr Global Advisors February 1998 - January 2001
Dow Jones Indexes September 1996 - March 1998
Chicago Mercantile Exchange September 1993 - August 1996
Rodman & Renshaw May 1991 - January 1994
Bateman Eichler, Hill Richards May 1988 - April 1991
Drexel Burnham Lambert 1982 - 1988
Federal Researve Board September 1975 - April 1982
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investments, Asset Management, Portfolio Management, Derivatives, Commodities, Hedge Funds, Risk Management, Wealth Management, Due Diligence, Equities, Fixed Income, Hedging, Fund Of Funds, Mutual Funds, Managed Futures, Risk Assessment, Asset Managment, Capital Markets, Commodity, Bloomberg, Product Design, Executive Managment, Leadership, Strategic Planning, Investment Management
Education
University of Warwick 1969 — 1973
Ph.D., Economics
University of Colorado Boulder 1966 — 1967
M.A., Economics, History
University of Colorado Boulder 1963 — 1966
B.A., Economics
WaveFront Capital Management August 2015 - Present
Forward April 2009 - July 2015
Morgan Stanley/Graystone Research April 2001 - March 2009
Carr Global Advisors February 1998 - January 2001
Dow Jones Indexes September 1996 - March 1998
Chicago Mercantile Exchange September 1993 - August 1996
Rodman & Renshaw May 1991 - January 1994
Bateman Eichler, Hill Richards May 1988 - April 1991
Drexel Burnham Lambert 1982 - 1988
Federal Researve Board September 1975 - April 1982
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investments, Asset Management, Portfolio Management, Derivatives, Commodities, Hedge Funds, Risk Management, Wealth Management, Due Diligence, Equities, Fixed Income, Hedging, Fund Of Funds, Mutual Funds, Managed Futures, Risk Assessment, Asset Managment, Capital Markets, Commodity, Bloomberg, Product Design, Executive Managment, Leadership, Strategic Planning, Investment Management
Education
University of Warwick 1969 — 1973
Ph.D., Economics
University of Colorado Boulder 1966 — 1967
M.A., Economics, History
University of Colorado Boulder 1963 — 1966
B.A., Economics
Derrick Courtney's Forward Experience July 2007 - September 2012
Job VIP Host at Surrender/Encore Beach Club
Industry Marketing and Advertising
Experience
Surrender/Encore Beach Club February 2014 - Present
Forward July 2007 - September 2012
Angel Management Group Group) 2010 - 2011
Skills
Nightlife, Food & Beverage, Entertainment, Social Media Marketing, Marketing Strategy, Public Speaking, Marketing Research, Team Building, Project Management, Social Media, Microsoft Excel, Microsoft Word, Sales, Event Management, Customer Satisfaction, PowerPoint, Advertising, Online Advertising, Hospitality Industry, Nightclub, Entrepreneurship, Leadership, Start-ups
Education
California State University-Los Angeles
Bachelor of Science (BS), Business Administration and Management, General
Dublin Business School
Master's degree, Marketing
Surrender/Encore Beach Club February 2014 - Present
Forward July 2007 - September 2012
Angel Management Group Group) 2010 - 2011
Skills
Nightlife, Food & Beverage, Entertainment, Social Media Marketing, Marketing Strategy, Public Speaking, Marketing Research, Team Building, Project Management, Social Media, Microsoft Excel, Microsoft Word, Sales, Event Management, Customer Satisfaction, PowerPoint, Advertising, Online Advertising, Hospitality Industry, Nightclub, Entrepreneurship, Leadership, Start-ups
Education
California State University-Los Angeles
Bachelor of Science (BS), Business Administration and Management, General
Dublin Business School
Master's degree, Marketing
Amy Tan Amy Tan's Forward Experience August 2012 - January 2013
Job Accounts Payable Processor at Stitch Fix
Industry Financial Services
Experience
Stitch Fix April 2014 - Present
Recommind February 2013 - April 2014
Institute on Aging August 2012 - January 2013
Forward August 2012 - January 2013
University of California August 2010 - July 2012
University of California September 2009 - August 2010
Skills
Microsoft Excel, Great Plains Software, Microsoft Navision, Outlook, Microsoft Word, PowerPoint, Navision, Data Entry, Accounting, Invoicing, Management, Microsoft Office, Accounts Payable
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics
Stitch Fix April 2014 - Present
Recommind February 2013 - April 2014
Institute on Aging August 2012 - January 2013
Forward August 2012 - January 2013
University of California August 2010 - July 2012
University of California September 2009 - August 2010
Skills
Microsoft Excel, Great Plains Software, Microsoft Navision, Outlook, Microsoft Word, PowerPoint, Navision, Data Entry, Accounting, Invoicing, Management, Microsoft Office, Accounts Payable
Education
University of California, Davis 2008 — 2012
Bachelor of Science (B.S.), Managerial Economics
Shaunda Toomasson Shaunda Toomasson's Forward Experience August 2012 - June 2013
Job Manager, Advisor Marketing, Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2013 - Present
Forward August 2012 - June 2013
Franklin Templeton Investments March 2004 - August 2012
Skills
Product Management, Marketing Communications, Digital Marketing, Marketing Strategy, Product Marketing, Management, Email Marketing, Online Marketing, Mutual Funds, Competitive Analysis, Marketing, CRM, Analytics, Multi-channel Marketing, Segmentation, Strategy
Education
British Columbia Institute of Technology / BCIT 1995 — 1998
Associate Degree, Marketing Management and Communications
The University of British Columbia 1986 — 1990
Bachelor of Arts, Political Science
Franklin Templeton Investments June 2013 - Present
Forward August 2012 - June 2013
Franklin Templeton Investments March 2004 - August 2012
Skills
Product Management, Marketing Communications, Digital Marketing, Marketing Strategy, Product Marketing, Management, Email Marketing, Online Marketing, Mutual Funds, Competitive Analysis, Marketing, CRM, Analytics, Multi-channel Marketing, Segmentation, Strategy
Education
British Columbia Institute of Technology / BCIT 1995 — 1998
Associate Degree, Marketing Management and Communications
The University of British Columbia 1986 — 1990
Bachelor of Arts, Political Science
Robert S. Naka Robert S. Naka's Forward Experience September 2011 - Present
Job Chief Operating Officer at Forward
Industry Investment Management
Experience
Forward September 2011 - Present
Forward June 2009 - September 2011
ING Funds January 1989 - June 2007
Skills
Portfolio Management, Bloomberg, Alternative Investments, Derivatives, Business Intelligence, Private Equity, Financial Modeling, Risk Management, Asset Management, Wealth Management, Mutual Funds, Equities, Product Management, Asset Allocation, Strategic Financial..., Investment Banking, Investments, Asset Managment, Strategic Planning
Education
University of California, San Diego 1981 — 1986
Bachelor of Arts (B.A.), Economics and Political Science
Forward September 2011 - Present
Forward June 2009 - September 2011
ING Funds January 1989 - June 2007
Skills
Portfolio Management, Bloomberg, Alternative Investments, Derivatives, Business Intelligence, Private Equity, Financial Modeling, Risk Management, Asset Management, Wealth Management, Mutual Funds, Equities, Product Management, Asset Allocation, Strategic Financial..., Investment Banking, Investments, Asset Managment, Strategic Planning
Education
University of California, San Diego 1981 — 1986
Bachelor of Arts (B.A.), Economics and Political Science
Sarah Rothe Sarah Rothe's Forward Experience February 2014 - August 2015
Job Marketing Assistant at Forward
Industry Marketing and Advertising
Experience
Forward February 2014 - August 2015
Safeway November 2012 - February 2014
High Road Communications April 2012 - October 2012
Nike September 2011 - April 2012
KCBS January 2011 - September 2011
Sonoma State University: STAR Production December 2010 - May 2011
Sonoma State University: STAR Production December 2009 - December 2010
Sonoma State University: University Affairs January 2010 - June 2010
Sonoma State University: STAR Production August 2009 - January 2010
Skills
Media Monitoring, Media Relations, Press Releases, Public Relations, Social Media, Facebook, Content Development, Editing, Photoshop, Advertising, Blogging, Event Planning, Public Speaking, Editorial, InDesign, Storytelling, Publishing, Marketing, Research, Copywriting, Social Networking, Social Media Marketing, Interviews, Time Management, Newsletters
Education
University of California, Berkeley 2015 — 2015
Project Management
Sonoma State University 2007 — 2011
Bachelor of Arts (B.A.), Communication Studies
Forward February 2014 - August 2015
Safeway November 2012 - February 2014
High Road Communications April 2012 - October 2012
Nike September 2011 - April 2012
KCBS January 2011 - September 2011
Sonoma State University: STAR Production December 2010 - May 2011
Sonoma State University: STAR Production December 2009 - December 2010
Sonoma State University: University Affairs January 2010 - June 2010
Sonoma State University: STAR Production August 2009 - January 2010
Skills
Media Monitoring, Media Relations, Press Releases, Public Relations, Social Media, Facebook, Content Development, Editing, Photoshop, Advertising, Blogging, Event Planning, Public Speaking, Editorial, InDesign, Storytelling, Publishing, Marketing, Research, Copywriting, Social Networking, Social Media Marketing, Interviews, Time Management, Newsletters
Education
University of California, Berkeley 2015 — 2015
Project Management
Sonoma State University 2007 — 2011
Bachelor of Arts (B.A.), Communication Studies
Michael Manifesto Michael Manifesto's Forward Experience February 2014 - September 2014
Job Associate Analyst at Asymmetry Global Healthcare
Industry Investment Management
Experience
Asymmetry Global Healthcare September 2014 - Present
Forward February 2014 - September 2014
Central Coast Wealth Management October 2013 - December 2013
Skills
Microsoft Office, Microsoft Word, Teamwork, Financial Analysis, Microsoft Excel, Team Leadership, Access, Financial Modeling, Valuation, Bloomberg, FactSet, Equities, Hedge Funds
Education
California Polytechnic State University-San Luis Obispo 2010 — 2013
B.S. Business Administration, Finance, Concentration GPA 3.7/4.0
SRVHS
Asymmetry Global Healthcare September 2014 - Present
Forward February 2014 - September 2014
Central Coast Wealth Management October 2013 - December 2013
Skills
Microsoft Office, Microsoft Word, Teamwork, Financial Analysis, Microsoft Excel, Team Leadership, Access, Financial Modeling, Valuation, Bloomberg, FactSet, Equities, Hedge Funds
Education
California Polytechnic State University-San Luis Obispo 2010 — 2013
B.S. Business Administration, Finance, Concentration GPA 3.7/4.0
SRVHS
Brianne Howell Brianne Howell's Forward Experience May 2011 - August 2012
Job Marketing Alternative Strategies, Product Marketing Manager
Industry Financial Services
Experience
Financial Services August 2012 - Present
Forward May 2011 - August 2012
Forward May 2010 - May 2011
Forward Management January 2009 - April 2010
Sonoma Avenue Church of Christ July 2008 - September 2008
Associated Students, Inc., Cal Poly San Luis Obispo June 2007 - June 2008
Skills
Project Execution, Prioritization, Organizational..., Organizational..., Events Marketing, Outlook, Excel, Word, Microsoft Word, Marketing, Project Management, Time Management, Management, Adobe Acrobat, Microsoft Excel, Organization &..., Event Planning, Salesforce.com, Product Marketing, Strategy, Facebook, Customer Service, Social Media, Photoshop, Disney
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Psychology
Financial Services August 2012 - Present
Forward May 2011 - August 2012
Forward May 2010 - May 2011
Forward Management January 2009 - April 2010
Sonoma Avenue Church of Christ July 2008 - September 2008
Associated Students, Inc., Cal Poly San Luis Obispo June 2007 - June 2008
Skills
Project Execution, Prioritization, Organizational..., Organizational..., Events Marketing, Outlook, Excel, Word, Microsoft Word, Marketing, Project Management, Time Management, Management, Adobe Acrobat, Microsoft Excel, Organization &..., Event Planning, Salesforce.com, Product Marketing, Strategy, Facebook, Customer Service, Social Media, Photoshop, Disney
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Psychology
Marlene Jenkins Marlene Jenkins's Forward Experience August 2011 - September 2011
Job Visual Arts teacher PK12 seeking fulltime position
Industry Fine Art
Experience
Arts and Science Preparatory October 2012 - Present
Westlake City Schools August 2009 - October 2012
Forward August 2011 - September 2011
Pima Unified School District August 2007 - May 2009
Burke County Middle School August 2006 - May 2007
Skills
Graphic Design, Art Education, Instructional Aide, Branding & Identity, Digital Photography, Posters, Editing, Teaching, Adobe Creative Suite, InDesign, CSS, Illustrator, Fine Art
Education
Ashland University 2005 — 2009
B.A., Art Education PK-12 grades
Mercyhurst University 1999 — 2003
B.A., Graphic Design
Arts and Science Preparatory October 2012 - Present
Westlake City Schools August 2009 - October 2012
Forward August 2011 - September 2011
Pima Unified School District August 2007 - May 2009
Burke County Middle School August 2006 - May 2007
Skills
Graphic Design, Art Education, Instructional Aide, Branding & Identity, Digital Photography, Posters, Editing, Teaching, Adobe Creative Suite, InDesign, CSS, Illustrator, Fine Art
Education
Ashland University 2005 — 2009
B.A., Art Education PK-12 grades
Mercyhurst University 1999 — 2003
B.A., Graphic Design
Michael Fernandez's Forward Experience July 2011 - July 2013
Job Director, Business Development SoFi
Industry Financial Services
Experience
SoFi September 2015 - Present
Salesforce July 2013 - September 2015
Forward July 2011 - July 2013
La Jolla Cove Investors June 2010 - June 2011
Merrill Lynch January 2010 - May 2010
Apple Inc. August 2008 - January 2010
Venables Bell and Partners January 2008 - May 2008
Skills
Salesforce.com, Marketing, Investments, Sales, Business Development, Customer Service, Financial Analysis, Finance, Start-ups, Microsoft Excel, Social Media, Portfolio Management, Management, Analytics, Sales Management, Market Research, Microsoft Office, Mutual Funds, Email Marketing, Financial Services, Alternative Investments, Sales Operations, Due Diligence, Social Networking, Financial Modeling, Asset Allocation, Advertising, Valuation, Investment Strategies, Hedge Funds, Data Analysis, Research, Asset Management, SaaS, RIA Database, Wealth Desktop, Capital IQ
Education
San Francisco State University 2007 — 2010
BS, Business - Corporate Finance
SoFi September 2015 - Present
Salesforce July 2013 - September 2015
Forward July 2011 - July 2013
La Jolla Cove Investors June 2010 - June 2011
Merrill Lynch January 2010 - May 2010
Apple Inc. August 2008 - January 2010
Venables Bell and Partners January 2008 - May 2008
Skills
Salesforce.com, Marketing, Investments, Sales, Business Development, Customer Service, Financial Analysis, Finance, Start-ups, Microsoft Excel, Social Media, Portfolio Management, Management, Analytics, Sales Management, Market Research, Microsoft Office, Mutual Funds, Email Marketing, Financial Services, Alternative Investments, Sales Operations, Due Diligence, Social Networking, Financial Modeling, Asset Allocation, Advertising, Valuation, Investment Strategies, Hedge Funds, Data Analysis, Research, Asset Management, SaaS, RIA Database, Wealth Desktop, Capital IQ
Education
San Francisco State University 2007 — 2010
BS, Business - Corporate Finance
Erin Cave's Forward Experience September 2011 - Present
Job Events Manager at Forward
Industry Events Services
Experience
Forward September 2011 - Present
Forward March 2010 - August 2011
Venture2 Hospitality Services, LLC March 2008 - January 2010
The Morton Arboretum June 2006 - February 2008
LaSalle Bank 2004 - 2006
American Woodmark Corporation March 2003 - June 2004
Black & Decker August 2000 - January 2002
Skills
Customer Service, Budgets, Event Management, Sales, Marketing, Marketing Communications, Brand Management, Internal Communications, Project Planning, Nonprofits, Event Planning, Management, PowerPoint, Trade Shows, Project Management, Strategic Planning, Hotels, Microsoft Word, Contract Negotiation, Hospitality, Sports Marketing, Microsoft Office, B2B, Leadership, Salesforce.com, Marketing Strategy, Training, Social Media, Market Research
Education
Kansas State University
B.S, Business Administration; Marketing
Forward September 2011 - Present
Forward March 2010 - August 2011
Venture2 Hospitality Services, LLC March 2008 - January 2010
The Morton Arboretum June 2006 - February 2008
LaSalle Bank 2004 - 2006
American Woodmark Corporation March 2003 - June 2004
Black & Decker August 2000 - January 2002
Skills
Customer Service, Budgets, Event Management, Sales, Marketing, Marketing Communications, Brand Management, Internal Communications, Project Planning, Nonprofits, Event Planning, Management, PowerPoint, Trade Shows, Project Management, Strategic Planning, Hotels, Microsoft Word, Contract Negotiation, Hospitality, Sports Marketing, Microsoft Office, B2B, Leadership, Salesforce.com, Marketing Strategy, Training, Social Media, Market Research
Education
Kansas State University
B.S, Business Administration; Marketing
David Readerman, CFA's Forward Experience December 2010 - June 2014
Job Portfolio Manager
Industry Financial Services
Experience
Endurance Capital Partners, LLC July 2014 - Present
Forward December 2010 - June 2014
dReaderman Capital Management March 2010 - November 2010
Marsico Capital Management August 2003 - February 2010
Environmental Entrepreneurs (E2) 2006 - 2010
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1992 - 1999
Lehman Brothers 1988 - 1991
Smith Barney 1983 - 1987
Skills
Hedge Funds, Emerging Markets, Equities, Alternative Investments, Equity Research, Private Equity, Corporate Finance, Investments, Entrepreneurship, Asset Managment, Financial Modeling, Investor Relations, Asset Management, Portfolio Management, Valuation, Series 7, Investment Management, Mutual Funds, Investment Banking, Financial Analysis, Asset Allocation, Capital Markets, Investment Strategies, Bloomberg, Fixed Income, Investment Advisory, Trading, Financial Markets, Fund Of Funds, Securities, Finance, Equity Valuation, Derivatives, Series 63, ETFs, Equity Trading, Wealth Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (BA), Economics
Endurance Capital Partners, LLC July 2014 - Present
Forward December 2010 - June 2014
dReaderman Capital Management March 2010 - November 2010
Marsico Capital Management August 2003 - February 2010
Environmental Entrepreneurs (E2) 2006 - 2010
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1992 - 1999
Lehman Brothers 1988 - 1991
Smith Barney 1983 - 1987
Skills
Hedge Funds, Emerging Markets, Equities, Alternative Investments, Equity Research, Private Equity, Corporate Finance, Investments, Entrepreneurship, Asset Managment, Financial Modeling, Investor Relations, Asset Management, Portfolio Management, Valuation, Series 7, Investment Management, Mutual Funds, Investment Banking, Financial Analysis, Asset Allocation, Capital Markets, Investment Strategies, Bloomberg, Fixed Income, Investment Advisory, Trading, Financial Markets, Fund Of Funds, Securities, Finance, Equity Valuation, Derivatives, Series 63, ETFs, Equity Trading, Wealth Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (BA), Economics
Derek Self's Forward Experience June 2014 - September 2014
Job Student at Manchester University
Industry Higher Education
Experience
Manchester University January 2013 - Present
Forward June 2014 - September 2014
Grant Capital Partners May 2014 - August 2014
Strauss Feeds, LLC May 2014 - August 2014
Carver Construction May 2013 - August 2013
Gaunt & Son Asphalt June 2012 - August 2012
Skills
Social Media Marketing, Creative Writing, Marketing Communications, Music, Songwriting, Microsoft Office, Business Planning, Stock Market Analysis, Food Safety, Music Production, Musical Theatre, Sports Coaching, Basketball Coaching, Journalism, Web Development, InDesign, Stata, Google Docs, PowerPoint, Social Media
Education
Manchester University 2013 — 2016
Bachelor of Science (BS), Economics, Junior
Otterbein University 2012 — 2013
Manchester University January 2013 - Present
Forward June 2014 - September 2014
Grant Capital Partners May 2014 - August 2014
Strauss Feeds, LLC May 2014 - August 2014
Carver Construction May 2013 - August 2013
Gaunt & Son Asphalt June 2012 - August 2012
Skills
Social Media Marketing, Creative Writing, Marketing Communications, Music, Songwriting, Microsoft Office, Business Planning, Stock Market Analysis, Food Safety, Music Production, Musical Theatre, Sports Coaching, Basketball Coaching, Journalism, Web Development, InDesign, Stata, Google Docs, PowerPoint, Social Media
Education
Manchester University 2013 — 2016
Bachelor of Science (BS), Economics, Junior
Otterbein University 2012 — 2013
Ben Douglas Ben Douglas's Forward Experience June 2013 - February 2014
Job Partner at Rimon Law
Industry Law Practice
Experience
Rimon January 2015 - Present
Private Practice March 2014 - January 2015
Forward June 2013 - February 2014
Dodge & Cox February 2013 - June 2013
RS Investments December 2003 - March 2012
Charles Schwab Investment Management January 2002 - December 2003
Charles Schwab Investment Management July 1999 - January 2002
Shartsis Friese LLP December 1995 - July 1999
Skills
Investment Management..., Mutual Funds, Private Funds, Asset Management, Compliance, Securities, Hedge Funds, Alternative Investments, Mergers, Due Diligence, Investments, Corporate Governance, Securities Law, Equities, Investment Management, Fixed Income, Finance, Portfolio Management, Private Equity, Capital Markets, Financial Services, Management, Intellectual Property
Education
UC Berkeley, Boalt Hall School of Law
J.D.
UC Berkeley, Goldman School of Public Policy
M.P.P.
UC Berkeley
B.A., History
Harvard-Westlake School
Rimon January 2015 - Present
Private Practice March 2014 - January 2015
Forward June 2013 - February 2014
Dodge & Cox February 2013 - June 2013
RS Investments December 2003 - March 2012
Charles Schwab Investment Management January 2002 - December 2003
Charles Schwab Investment Management July 1999 - January 2002
Shartsis Friese LLP December 1995 - July 1999
Skills
Investment Management..., Mutual Funds, Private Funds, Asset Management, Compliance, Securities, Hedge Funds, Alternative Investments, Mergers, Due Diligence, Investments, Corporate Governance, Securities Law, Equities, Investment Management, Fixed Income, Finance, Portfolio Management, Private Equity, Capital Markets, Financial Services, Management, Intellectual Property
Education
UC Berkeley, Boalt Hall School of Law
J.D.
UC Berkeley, Goldman School of Public Policy
M.P.P.
UC Berkeley
B.A., History
Harvard-Westlake School
Clay Smudsky Clay Smudsky's Forward Experience September 2012 - June 2015
Job Investment Management Distribution Executive
Industry Financial Services
Experience
Forward September 2012 - June 2015
Forward November 2010 - August 2012
Forward January 2003 - October 2010
Skills
Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Investments, Equities, Investment Strategies, Separately Managed..., Hedge Funds, Portfolio Management, Investment Management, ETFs, Bloomberg, Series 63, Series 7
Education
University of San Francisco - School of Management 1992 — 1995
MBA, Economics
Ohio Wesleyan University 1980 — 1984
BS, English/Economics
Forward September 2012 - June 2015
Forward November 2010 - August 2012
Forward January 2003 - October 2010
Skills
Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Investments, Equities, Investment Strategies, Separately Managed..., Hedge Funds, Portfolio Management, Investment Management, ETFs, Bloomberg, Series 63, Series 7
Education
University of San Francisco - School of Management 1992 — 1995
MBA, Economics
Ohio Wesleyan University 1980 — 1984
BS, English/Economics
David Janec, FRM David Janec, FRM's Forward Experience September 2008 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Forward September 2008 - Present
Accessor Capital Management May 2007 - September 2008
JPMorgan Chase/E*Trade Financial April 2004 - December 2006
Skills
Derivatives, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Excel, Morningstar, Mutual Funds, Data Analysis, Quantitative Analysis, Quantitative, Quantitative Research, Risk Management, Counterparty Risk, Commodities, Series 7, Series 63, Commodity, Securities, Swaps, Matlab, Valuation, Hedge Funds, Trading, Fixed Income, Asset Management, Investment Management, ETFs, Investment Advisory, Bloomberg, Wealth Management, Fund Of Funds, Investments, Healthy Eating, Fantasy Sports, Facial Expressions
Education
Skidmore College 1998 — 2002
BA, Political Science
Forward September 2008 - Present
Accessor Capital Management May 2007 - September 2008
JPMorgan Chase/E*Trade Financial April 2004 - December 2006
Skills
Derivatives, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Excel, Morningstar, Mutual Funds, Data Analysis, Quantitative Analysis, Quantitative, Quantitative Research, Risk Management, Counterparty Risk, Commodities, Series 7, Series 63, Commodity, Securities, Swaps, Matlab, Valuation, Hedge Funds, Trading, Fixed Income, Asset Management, Investment Management, ETFs, Investment Advisory, Bloomberg, Wealth Management, Fund Of Funds, Investments, Healthy Eating, Fantasy Sports, Facial Expressions
Education
Skidmore College 1998 — 2002
BA, Political Science
Cory Satlow's Forward Experience January 2011 - Present
Job Vice President, Regional Sales Director at FORWARD
Industry Financial Services
Experience
Forward January 2011 - Present
Forward May 2009 - December 2010
The Hartford March 2007 - February 2008
Pacific Life December 2005 - April 2007
Pacific Life 2004 - 2005
SVIIA January 2004 - December 2004
Skills
Mutual Funds, Alternative Investments, Sales, Fixed Income, Fixed Annuities, Variable Annuities, Asset Allocation, Equities, Investment Advisory, Series 7, Series 63, Series 6, Investment Strategies, Territory..., Relationship Management, Salesforce.com, Portfolio Assessment, Model Portfolios, CRM, Strategic Partnerships, Channel Partners, Regional Development, Financial Services, Portfolio Management, Investments
Education
University of California, Santa Barbara
BA
Forward January 2011 - Present
Forward May 2009 - December 2010
The Hartford March 2007 - February 2008
Pacific Life December 2005 - April 2007
Pacific Life 2004 - 2005
SVIIA January 2004 - December 2004
Skills
Mutual Funds, Alternative Investments, Sales, Fixed Income, Fixed Annuities, Variable Annuities, Asset Allocation, Equities, Investment Advisory, Series 7, Series 63, Series 6, Investment Strategies, Territory..., Relationship Management, Salesforce.com, Portfolio Assessment, Model Portfolios, CRM, Strategic Partnerships, Channel Partners, Regional Development, Financial Services, Portfolio Management, Investments
Education
University of California, Santa Barbara
BA
Brad Schluter Brad Schluter's Forward Experience May 2014 - July 2015
Job Institutional Group Manager at Forward
Industry Financial Services
Experience
Forward May 2014 - July 2015
Forward September 2013 - July 2015
Pacific Income Advisers January 2001 - August 2013
The Burridge Group 1995 - December 2000
Nicholas Applegate 1990 - 1995
Skills
Business Development, Wealth Management, Sales, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Investments, Marketing, Hedge Funds, Equities, Securities, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Series 7
Education
University of Southern California
Finance
Forward May 2014 - July 2015
Forward September 2013 - July 2015
Pacific Income Advisers January 2001 - August 2013
The Burridge Group 1995 - December 2000
Nicholas Applegate 1990 - 1995
Skills
Business Development, Wealth Management, Sales, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Investments, Marketing, Hedge Funds, Equities, Securities, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Series 7
Education
University of Southern California
Finance
Austin Reid's Forward Experience May 2014 - August 2014
Job Intern at The Westly Group
Industry Financial Services
Experience
The Westly Group June 2015 - Present
Forward May 2014 - August 2014
Forward 2011 - 2013
Skills
Alternative Investments, Equities, Fixed Income, Investments, Mutual Funds, Bloomberg, Asset Management, Portfolio Management
Education
University of Southern California 2013 — 2017
Marin Academy 2009 — 2013
The Westly Group June 2015 - Present
Forward May 2014 - August 2014
Forward 2011 - 2013
Skills
Alternative Investments, Equities, Fixed Income, Investments, Mutual Funds, Bloomberg, Asset Management, Portfolio Management
Education
University of Southern California 2013 — 2017
Marin Academy 2009 — 2013
Joseph Elefante, CAIA Joseph Elefante, CAIA's Forward Experience August 2008 - Present
Job VP, Institutional Sales Central Region
Industry Financial Services
Experience
Forward August 2008 - Present
Berkeley Capital Management, LLC December 2005 - August 2008
Diamond Ventures May 2005 - September 2005
UBS Financial Services December 2003 - May 2005
United States House of Representatives May 2003 - August 2003
Skills
Investments, Hedge Funds, Alternative Investments, Asset Managment, Series 7, Mutual Funds, Equities, Series 63, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Financial Analysis, Finance, Risk Management, Separately Managed..., Securities, Bloomberg, Asset Management, Portfolio Management, Financial Advisory, Financial Markets, Trading
Education
University of Arizona 2004 — 2005
Master's Management with a Concentration in Finance (MMF), Finance
University of Arizona 2001 — 2004
BSBA, Double Major in Finance and Business Economics
Forward August 2008 - Present
Berkeley Capital Management, LLC December 2005 - August 2008
Diamond Ventures May 2005 - September 2005
UBS Financial Services December 2003 - May 2005
United States House of Representatives May 2003 - August 2003
Skills
Investments, Hedge Funds, Alternative Investments, Asset Managment, Series 7, Mutual Funds, Equities, Series 63, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Financial Analysis, Finance, Risk Management, Separately Managed..., Securities, Bloomberg, Asset Management, Portfolio Management, Financial Advisory, Financial Markets, Trading
Education
University of Arizona 2004 — 2005
Master's Management with a Concentration in Finance (MMF), Finance
University of Arizona 2001 — 2004
BSBA, Double Major in Finance and Business Economics
Shoshana Olidort Shoshana Olidort's Forward Experience June 2005 - August 2005
Job Writing/Literature Teacher at Manhattan High School
Industry Publishing
Experience
Manhattan High School 2012 - Present
Self-employed writer 2008 - Present
Prestel Publishing September 2007 - July 2008
YIVO Institute for Jewish Research July 2006 - July 2007
Forward June 2005 - August 2005
Skills
Writing, Research, Proofreading, Editing, Copy Editing, Teaching Writing
Education
CUNY Graduate Center 2010 — 2013
Columbia University in the City of New York 2004 — 2007
B.A., Writing and Literature
Manhattan High School 2012 - Present
Self-employed writer 2008 - Present
Prestel Publishing September 2007 - July 2008
YIVO Institute for Jewish Research July 2006 - July 2007
Forward June 2005 - August 2005
Skills
Writing, Research, Proofreading, Editing, Copy Editing, Teaching Writing
Education
CUNY Graduate Center 2010 — 2013
Columbia University in the City of New York 2004 — 2007
B.A., Writing and Literature
Vince Scola Vince Scola's Forward Experience January 2009 - Present
Job Regional Sales Director at Forward
Industry Financial Services
Experience
Forward January 2009 - Present
Skills
Alternative Investments, Asset Management, Mutual Funds, Equities, Sales, Investments, Portfolio Management, Financial Advisory, Marketing, Series 7, Asset Allocation, Separately Managed..., Salesforce.com, Wealth Management, Hedge Funds, Finance
Education
San Jose State University
Bachelor of Science (BS), Finance, General
Forward January 2009 - Present
Skills
Alternative Investments, Asset Management, Mutual Funds, Equities, Sales, Investments, Portfolio Management, Financial Advisory, Marketing, Series 7, Asset Allocation, Separately Managed..., Salesforce.com, Wealth Management, Hedge Funds, Finance
Education
San Jose State University
Bachelor of Science (BS), Finance, General
Terri Hofstetter Terri Hofstetter's Forward Experience 2012 - 2013
Job Writer, Producer, Director at Heebie Jeebie Productions
Industry Retail
Experience
Heebie Jeebie Productions June 2011 - Present
Forward 2012 - 2013
Skills
Creative Writing, Directing, Customer Satisfaction, Photography, Music, Acoustic Guitar, Singing, Acting, Comedy, Reading, Research
Education
University of Phoenix 2008 — 2011
Associate of Arts (AA), Communications
Heebie Jeebie Productions June 2011 - Present
Forward 2012 - 2013
Skills
Creative Writing, Directing, Customer Satisfaction, Photography, Music, Acoustic Guitar, Singing, Acting, Comedy, Reading, Research
Education
University of Phoenix 2008 — 2011
Associate of Arts (AA), Communications
Kelly Blackman's Forward Experience March 2011 - January 2013
Job Business Development Manager at Amazon
Industry Information Technology and Services
Experience
Amazon August 2015 - Present
Zuora April 2014 - August 2015
PeopleMatter May 2013 - April 2014
PeopleMatter January 2013 - May 2013
Forward March 2011 - January 2013
Forward May 2009 - May 2011
Franklin Templeton Investments January 2008 - January 2009
Transamerica Capital September 2006 - September 2007
Skills
Mutual Funds, Finance, Lead Generation, Separately Managed..., Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Managment, Series 7, Portfolio Management, Fixed Income, Equities, Hedge Funds, Asset Management, Selling, Sales, SaaS, Applicant Tracking..., HR Software, HR Consulting, Software Solution Sales, Series 63, Management, CRM, Sales Operations, Relationship Management, Financial Services, Salesforce.com
Education
Georgia Southern University - College of Business Administration 2002 — 2006
BBA, Finance
Amazon August 2015 - Present
Zuora April 2014 - August 2015
PeopleMatter May 2013 - April 2014
PeopleMatter January 2013 - May 2013
Forward March 2011 - January 2013
Forward May 2009 - May 2011
Franklin Templeton Investments January 2008 - January 2009
Transamerica Capital September 2006 - September 2007
Skills
Mutual Funds, Finance, Lead Generation, Separately Managed..., Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Managment, Series 7, Portfolio Management, Fixed Income, Equities, Hedge Funds, Asset Management, Selling, Sales, SaaS, Applicant Tracking..., HR Software, HR Consulting, Software Solution Sales, Series 63, Management, CRM, Sales Operations, Relationship Management, Financial Services, Salesforce.com
Education
Georgia Southern University - College of Business Administration 2002 — 2006
BBA, Finance
Jenna Lysne Jenna Lysne's Forward Experience January 2013 - Present
Job Operations Associate at Forward
Industry Financial Services
Experience
Forward January 2013 - Present
Education
University of California, Santa Barbara 2005 — 2009
B.A.
University College London, U. of London 2008 — 2008
Forward January 2013 - Present
Education
University of California, Santa Barbara 2005 — 2009
B.A.
University College London, U. of London 2008 — 2008
Michele Bousquet's Forward Experience May 2006 - August 2015
Job Taking a breath, enjoying my family, and excited for the next adventure
Industry Financial Services
Experience
Forward May 2006 - August 2015
RLS April 2003 - May 2006
Charles Schwab June 1999 - September 2002
Skills
Mutual Funds, Management, Financial Services, Leadership, Alternative Investments, Investment Management, Hedge Funds, Human Resources, Editing, Investments, Creative Writing, Asset Management, Recruiting, Inspiring People, Asset Managment
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Forward May 2006 - August 2015
RLS April 2003 - May 2006
Charles Schwab June 1999 - September 2002
Skills
Mutual Funds, Management, Financial Services, Leadership, Alternative Investments, Investment Management, Hedge Funds, Human Resources, Editing, Investments, Creative Writing, Asset Management, Recruiting, Inspiring People, Asset Managment
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Frank Ciotoli Frank Ciotoli's Forward Experience August 2013 - Present
Job Engineering and Supply Chain Executive | Lean Six Sigma Professional
Industry Management Consulting
Experience
TriVista October 2014 - Present
Forward August 2013 - Present
Avery Dennison October 1997 - September 2013
Black & Decker 1994 - 1997
Toyota Production System Consultant 1993 - 1994
Ingersoll Rand 1988 - 1993
Skills
Six Sigma, Lean Manufacturing, Cross-functional Team..., Process Improvement, Manufacturing, Operational Excellence, Continuous Improvement, Supply Chain, Supply Chain Management, Product Development, Kaizen, Strategy, Value Stream Mapping, Business Strategy, Engineering, DMAIC, Toyota Production System, Manufacturing..., Leadership, Supplier Quality, Process Engineering, Change Management, Procurement, Engineering Management
Education
Rensselaer Polytechnic Institute 1989 — 1992
MS, Operations Management
Rensselaer Polytechnic Institute 1984 — 1988
BS, Mechanical Engineering
TriVista October 2014 - Present
Forward August 2013 - Present
Avery Dennison October 1997 - September 2013
Black & Decker 1994 - 1997
Toyota Production System Consultant 1993 - 1994
Ingersoll Rand 1988 - 1993
Skills
Six Sigma, Lean Manufacturing, Cross-functional Team..., Process Improvement, Manufacturing, Operational Excellence, Continuous Improvement, Supply Chain, Supply Chain Management, Product Development, Kaizen, Strategy, Value Stream Mapping, Business Strategy, Engineering, DMAIC, Toyota Production System, Manufacturing..., Leadership, Supplier Quality, Process Engineering, Change Management, Procurement, Engineering Management
Education
Rensselaer Polytechnic Institute 1989 — 1992
MS, Operations Management
Rensselaer Polytechnic Institute 1984 — 1988
BS, Mechanical Engineering
Greg Horowitz Greg Horowitz's Forward Experience October 2001 - August 2002
Job Senior executive at intersection of product and marketing
Industry Online Media
Experience
Nomads.co April 2015 - Present
Product marketing 2012 - Present
mediabistro.com 2010 - 2012
mediabistro.com 2006 - 2012
Time Inc. August 2004 - June 2006
Showtime June 2003 - August 2003
Forward October 2001 - August 2002
Sony Digital Ventures September 2000 - April 2001
Uproar June 1997 - September 2000
The Budapest Sun September 1995 - June 1997
Skills
Digital Marketing, Growth Hacking, Online Marketing, Customer Acquisition, Direct Marketing, Social Media, Social Media Marketing, Product Marketing, Product Management, Online Advertising, Audience Development, P&L Management, Community, Product Development, Customer Retention, Hiring, Strategic Hiring, Proofreading, Marketing Campaign..., Digital and Online..., Multi-channel Marketing
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Pennsylvania 1991 — 1995
BA
Princeton High School
Nomads.co April 2015 - Present
Product marketing 2012 - Present
mediabistro.com 2010 - 2012
mediabistro.com 2006 - 2012
Time Inc. August 2004 - June 2006
Showtime June 2003 - August 2003
Forward October 2001 - August 2002
Sony Digital Ventures September 2000 - April 2001
Uproar June 1997 - September 2000
The Budapest Sun September 1995 - June 1997
Skills
Digital Marketing, Growth Hacking, Online Marketing, Customer Acquisition, Direct Marketing, Social Media, Social Media Marketing, Product Marketing, Product Management, Online Advertising, Audience Development, P&L Management, Community, Product Development, Customer Retention, Hiring, Strategic Hiring, Proofreading, Marketing Campaign..., Digital and Online..., Multi-channel Marketing
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Pennsylvania 1991 — 1995
BA
Princeton High School
Jim Lumley Jim Lumley's Forward Experience July 2012 - June 2014
Job Director, Sales and Marketing at Centre Asset Management, LLC
Industry Investment Management
Experience
Centre Asset Management, LLC June 2014 - Present
Forward July 2012 - June 2014
Transamerica September 2011 - June 2012
KeyBank February 2011 - September 2011
Wachovia, A Wells Fargo Company October 2003 - February 2011
Northwestern Mutual July 2001 - October 2003
Lucent Technologies July 1997 - July 2001
Skills
Financial Analysis, Financial Planning, Money Management, Mutual Funds, Annuities, Insurance, Private Banking, Investment Advisory, Strategic Financial..., Alternative Investments, Fixed Income, Investments, Sales, Equities, Securities, Fixed Annuities, Financial Services, Investment Strategies, Asset Allocation
Education
Lycoming College 1993 — 1997
History, History and Business
Northern Valley Regional High School, Demarest 1989 — 1993
Centre Asset Management, LLC June 2014 - Present
Forward July 2012 - June 2014
Transamerica September 2011 - June 2012
KeyBank February 2011 - September 2011
Wachovia, A Wells Fargo Company October 2003 - February 2011
Northwestern Mutual July 2001 - October 2003
Lucent Technologies July 1997 - July 2001
Skills
Financial Analysis, Financial Planning, Money Management, Mutual Funds, Annuities, Insurance, Private Banking, Investment Advisory, Strategic Financial..., Alternative Investments, Fixed Income, Investments, Sales, Equities, Securities, Fixed Annuities, Financial Services, Investment Strategies, Asset Allocation
Education
Lycoming College 1993 — 1997
History, History and Business
Northern Valley Regional High School, Demarest 1989 — 1993
Steven I. Weiss Steven I. Weiss's Forward Experience 2004 - 2004
Job News Anchor, Managing Editor, AwardWinning Investigative Journalist
Industry Broadcast Media
Experience
The Jewish Channel October 2006 - Present
Various 2001 - Present
London Jewish Chronicle 2005 - 2006
CampusJ 2004 - 2006
Forward 2004 - 2004
Village Voice Media 2002 - 2003
Andrew Cuomo for Governor 2002 - 2002
Yeshiva University Commentator 1999 - 2000
Skills
Journalism, Web Design, Investigative Reporting, HTML, CSS, PHP, Television, Photoshop, Photography, Video Production, Video Editing, News Anchoring, Management, Editorial, News Writing, Online Journalism, Online News, Avid Xpress, Premiere, After Effects, Blogging, CMS, Social Media, Team Building, Team Leadership, Programming, Cable Television, Cable Networks, Digital Cable, Asset Managment, XML, Streaming Media, Webcasting, Copy Editing, Broadcast Television, Broadcast, Facebook, Magazines, Video
Education
Fasman Yeshiva High School
University of Minnesota-Twin Cities
Yeshiva Atlanta
Yeshiva University
The Jewish Channel October 2006 - Present
Various 2001 - Present
London Jewish Chronicle 2005 - 2006
CampusJ 2004 - 2006
Forward 2004 - 2004
Village Voice Media 2002 - 2003
Andrew Cuomo for Governor 2002 - 2002
Yeshiva University Commentator 1999 - 2000
Skills
Journalism, Web Design, Investigative Reporting, HTML, CSS, PHP, Television, Photoshop, Photography, Video Production, Video Editing, News Anchoring, Management, Editorial, News Writing, Online Journalism, Online News, Avid Xpress, Premiere, After Effects, Blogging, CMS, Social Media, Team Building, Team Leadership, Programming, Cable Television, Cable Networks, Digital Cable, Asset Managment, XML, Streaming Media, Webcasting, Copy Editing, Broadcast Television, Broadcast, Facebook, Magazines, Video
Education
Fasman Yeshiva High School
University of Minnesota-Twin Cities
Yeshiva Atlanta
Yeshiva University
Sarah Whipps Kenda's Forward Experience June 2009 - May 2013
Job Regional Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners January 2015 - Present
Broadmark Asset Management July 2013 - January 2015
Forward June 2009 - May 2013
Kensington Investment Group October 2006 - June 2009
Federated Investors January 1999 - September 2006
Intertek Testing Services July 1994 - December 1998
Feinstein Partners July 1993 - July 1994
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Investments, Asset Managment, Fixed Income, Investment Management, Wealth Management, Equities, Series 24, Investment Strategies, Investment Advisory, Securities, Asset Management, Financial Services, Portfolio Management, ETFs, Separately Managed..., Asset Allocation, Retirement Planning, Financial Advisory, FINRA
Education
Bentley University 1990 — 1993
Bachelor of Science (B.S.), Business Communication
Athol High
Salient Partners January 2015 - Present
Broadmark Asset Management July 2013 - January 2015
Forward June 2009 - May 2013
Kensington Investment Group October 2006 - June 2009
Federated Investors January 1999 - September 2006
Intertek Testing Services July 1994 - December 1998
Feinstein Partners July 1993 - July 1994
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Investments, Asset Managment, Fixed Income, Investment Management, Wealth Management, Equities, Series 24, Investment Strategies, Investment Advisory, Securities, Asset Management, Financial Services, Portfolio Management, ETFs, Separately Managed..., Asset Allocation, Retirement Planning, Financial Advisory, FINRA
Education
Bentley University 1990 — 1993
Bachelor of Science (B.S.), Business Communication
Athol High
Jeff Durlester Jeff Durlester's Forward Experience June 2011 - October 2013
Job
Industry Financial Services
Experience
Wells Fargo Bank January 2014 - Present
Forward June 2011 - October 2013
Wells Fargo Bank December 2009 - January 2011
Wells Fargo Bank January 2006 - December 2009
Franklin Templeton Investments October 2000 - December 2005
Skills
Relationship Management, Cross-functional Team..., Marketing, Market Research, Business Analysis, Marketing Strategy, Team Leadership, Project Management, Investments, Strategy, Customer Acquisition, Management, Financial Services, Customer Retention, Vendor Management, Strategic Planning, Training, Multi-channel Marketing, Sales, B2B, Sales Operations
Education
University of California, San Diego 1982 — 1986
BA, Management Science
Wells Fargo Bank January 2014 - Present
Forward June 2011 - October 2013
Wells Fargo Bank December 2009 - January 2011
Wells Fargo Bank January 2006 - December 2009
Franklin Templeton Investments October 2000 - December 2005
Skills
Relationship Management, Cross-functional Team..., Marketing, Market Research, Business Analysis, Marketing Strategy, Team Leadership, Project Management, Investments, Strategy, Customer Acquisition, Management, Financial Services, Customer Retention, Vendor Management, Strategic Planning, Training, Multi-channel Marketing, Sales, B2B, Sales Operations
Education
University of California, San Diego 1982 — 1986
BA, Management Science
Tristan Lacour Tristan Lacour's Forward Experience August 2013 - Present
Job Creative Strategist at Forward
Industry Marketing and Advertising
Experience
Forward August 2013 - Present
Antebellum August 2012 - Present
TRUE February 2010 - July 2011
Collage à la Française June 2008 - December 2010
RADIO NOVA June 2005 - June 2008
Skills
Content Strategy, Branded Content, Digital Marketing, Digital Strategy, Branding Experience, Event Producing, Event Planning, Social Media Strategist, Social Media Marketing, Blogging, Music Promotion, Music Videos, PowerPoint, Microsoft Office, Sound Editing, Content Marketing, Marketing Strategy, Advertising, Strategy
Education
EBS - European Business School Paris 2005 — 2008
Bachelor of Marketing and Communications
Berkeley College-New York 2006 — 2007
Study abroad program (one semester), Business Administration
Universidad de Belgrano 2006 — 2007
Study abroad program (one semester), Business Administration
Université Panthéon Assas (Paris II) 1999 — 2002
Licence in Politics and General University Studies Diploma of Law, Law
Forward August 2013 - Present
Antebellum August 2012 - Present
TRUE February 2010 - July 2011
Collage à la Française June 2008 - December 2010
RADIO NOVA June 2005 - June 2008
Skills
Content Strategy, Branded Content, Digital Marketing, Digital Strategy, Branding Experience, Event Producing, Event Planning, Social Media Strategist, Social Media Marketing, Blogging, Music Promotion, Music Videos, PowerPoint, Microsoft Office, Sound Editing, Content Marketing, Marketing Strategy, Advertising, Strategy
Education
EBS - European Business School Paris 2005 — 2008
Bachelor of Marketing and Communications
Berkeley College-New York 2006 — 2007
Study abroad program (one semester), Business Administration
Universidad de Belgrano 2006 — 2007
Study abroad program (one semester), Business Administration
Université Panthéon Assas (Paris II) 1999 — 2002
Licence in Politics and General University Studies Diploma of Law, Law
Steven Saulque Steven Saulque's Forward Experience April 2012 - Present
Job Internal Sales Consultant, SoCal Region
Industry Financial Services
Experience
Forward April 2012 - Present
Technology Credit Union August 2011 - January 2012
VALIC Financial Advisors January 2009 - August 2011
Kelmoore Investment Company 2006 - 2008
Skills
Series 7, Mutual Funds, Separately Managed..., Uniform Combined State..., Fixed Annuities, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Financial Planning
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Communication and Media Studies, 3.25
Jesuit High School, Carmichael, CA
Forward April 2012 - Present
Technology Credit Union August 2011 - January 2012
VALIC Financial Advisors January 2009 - August 2011
Kelmoore Investment Company 2006 - 2008
Skills
Series 7, Mutual Funds, Separately Managed..., Uniform Combined State..., Fixed Annuities, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Financial Planning
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Communication and Media Studies, 3.25
Jesuit High School, Carmichael, CA
Jim Forward's Forward Experience March 1990 - Present
Job Brand Strategy Expert, Identity Systems Innovator, and President, Forward branding & identity
Industry Design
Experience
Forward March 1990 - Present
Forward Branding & Identity 1990 - Present
Lightscapes, Ltd. October 1987 - March 1990
Gray Communications April 1981 - March 1983
Skills
Logo Design, Packaging, Graphic Design, Creative Direction, Brand Development, Web Design, Marketing Strategy, Ideation, Corporate Identity, Social Media Marketing, Strategic Planning, E-commerce, Business Strategy, Strategy, Digital Marketing, Corporate Branding, Direct Mail, Marketing, Advertising, Marketing Communications, Product Development, Art Direction, Integrated Marketing, Brand Architecture, Brochures, Email Marketing, Graphics, Typography, Adobe Creative Suite, User Interface Design, Website Development, Posters, Visual Communication, Layout, Image Manipulation, B2B, Illustration, QuarkXPress, Copywriting, Mac, SEO, Creative Strategy, Concept Development, Illustrator, Adobe Acrobat, Photography
Education
Art Institute of Pittsburgh 1979 — 1981
Visual Communications
HW Schroeder
Forward March 1990 - Present
Forward Branding & Identity 1990 - Present
Lightscapes, Ltd. October 1987 - March 1990
Gray Communications April 1981 - March 1983
Skills
Logo Design, Packaging, Graphic Design, Creative Direction, Brand Development, Web Design, Marketing Strategy, Ideation, Corporate Identity, Social Media Marketing, Strategic Planning, E-commerce, Business Strategy, Strategy, Digital Marketing, Corporate Branding, Direct Mail, Marketing, Advertising, Marketing Communications, Product Development, Art Direction, Integrated Marketing, Brand Architecture, Brochures, Email Marketing, Graphics, Typography, Adobe Creative Suite, User Interface Design, Website Development, Posters, Visual Communication, Layout, Image Manipulation, B2B, Illustration, QuarkXPress, Copywriting, Mac, SEO, Creative Strategy, Concept Development, Illustrator, Adobe Acrobat, Photography
Education
Art Institute of Pittsburgh 1979 — 1981
Visual Communications
HW Schroeder
Janette Leyden Janette Leyden's Forward Experience April 2014 - Present
Job Forward
Industry Investment Management
Experience
Forward April 2014 - Present
RS Investments April 2005 - April 2014
Morgan Stanley October 2000 - April 2004
Skills
Mutual Funds
Education
Hofstra University
Bachelor of Arts (B.A.), Banking and Finance
Forward April 2014 - Present
RS Investments April 2005 - April 2014
Morgan Stanley October 2000 - April 2004
Skills
Mutual Funds
Education
Hofstra University
Bachelor of Arts (B.A.), Banking and Finance
Michalis Petropoulos Michalis Petropoulos's Forward Experience August 2010 - July 2012
Job Sr. Engineering Manager at Amazon Web Services
Industry Computer Software
Experience
Amazon Web Services July 2015 - Present
Pivotal Software, Inc. December 2014 - June 2015
Pivotal Software, Inc. October 2012 - November 2014
Greenplum July 2012 - September 2012
FORWARD August 2010 - July 2012
University at Buffalo January 2006 - July 2010
app2you January 2007 - August 2007
IBM June 2004 - September 2004
Microsoft July 2003 - November 2003
Bell Laboratories June 2002 - September 2002
Skills
Web Services, Database Management, Relational Databases, Content Management, Query Optimization, Data Integration, Distributed Databases, Data Services, Web Architectures, XML, XQuery, SQL, Java, J2EE, PostgreSQL, PL/SQL, Software Engineering, Algorithms, Scalability, Databases, Computer Science, Big Data, Distributed Systems, Database Admin, Programming, Cloud Computing, Machine Learning, Integration
Education
University of California, San Diego 1998 — 2005
PhD, Computer Science
University of California, San Diego 1998 — 2000
M.S, Computer Science
Polytechnion Kritis 1992 — 1998
Diploma, Computer Engineering
Amazon Web Services July 2015 - Present
Pivotal Software, Inc. December 2014 - June 2015
Pivotal Software, Inc. October 2012 - November 2014
Greenplum July 2012 - September 2012
FORWARD August 2010 - July 2012
University at Buffalo January 2006 - July 2010
app2you January 2007 - August 2007
IBM June 2004 - September 2004
Microsoft July 2003 - November 2003
Bell Laboratories June 2002 - September 2002
Skills
Web Services, Database Management, Relational Databases, Content Management, Query Optimization, Data Integration, Distributed Databases, Data Services, Web Architectures, XML, XQuery, SQL, Java, J2EE, PostgreSQL, PL/SQL, Software Engineering, Algorithms, Scalability, Databases, Computer Science, Big Data, Distributed Systems, Database Admin, Programming, Cloud Computing, Machine Learning, Integration
Education
University of California, San Diego 1998 — 2005
PhD, Computer Science
University of California, San Diego 1998 — 2000
M.S, Computer Science
Polytechnion Kritis 1992 — 1998
Diploma, Computer Engineering
Christina Zicree, PHR Christina Zicree, PHR's Forward Experience December 2013 - September 2014
Job HR Director at PBJS
Industry Human Resources
Experience
MSLGROUP January 2015 - Present
PBJS January 2015 - Present
HackerAgency October 2014 - December 2014
Forward December 2013 - September 2014
Forward March 2008 - November 2013
Nurun (fka Odopod) October 2007 - March 2008
Forward Management June 2001 - October 2007
Evant February 2000 - February 2001
Sectorbase.com 1999 - 2000
Skills
Human Resources, Recruiting, Onboarding, Talent Management, Benefits Administration, Budgets, Leadership Development, Performance Management, Talent Acquisition, Succession Planning, Compensation Strategies, Career Development, employee engagement, training, Employee Relations, Organizational..., Employee Benefits, Interviews, HRIS, Coaching
Education
San Francisco State University
Bachelor of Arts
University of California, Irvine
MSLGROUP January 2015 - Present
PBJS January 2015 - Present
HackerAgency October 2014 - December 2014
Forward December 2013 - September 2014
Forward March 2008 - November 2013
Nurun (fka Odopod) October 2007 - March 2008
Forward Management June 2001 - October 2007
Evant February 2000 - February 2001
Sectorbase.com 1999 - 2000
Skills
Human Resources, Recruiting, Onboarding, Talent Management, Benefits Administration, Budgets, Leadership Development, Performance Management, Talent Acquisition, Succession Planning, Compensation Strategies, Career Development, employee engagement, training, Employee Relations, Organizational..., Employee Benefits, Interviews, HRIS, Coaching
Education
San Francisco State University
Bachelor of Arts
University of California, Irvine
Sharene Badiola's Forward Experience June 2015 - Present
Job Office Manager/VP Administration at Asymmetry Capital Management, L.P.
Industry Investment Management
Experience
Asymmetry Capital Management, L.P. September 2015 - Present
Forward June 2015 - Present
Forward October 2013 - June 2015
Guess? June 2008 - October 2013
Flex Watches December 2012 - June 2013
Sunset Academy of Dance August 2010 - January 2012
Victoria's Secret May 2011 - September 2011
Skills
Project Management, Office Administration, Business Communications, Microsoft Office, Time Management, Event Planning, Google Docs, Corporate Communications, Bloomberg Terminal, Salesforce.com, Teamwork, Customer Service, Microsoft Excel, Leadership, Mutual Funds, Asset Management, Expense Management, Concur, Management, Outlook, Retail Sales, Visual Merchandising, Merchandising, Advertising, Sales, Marketing, Hiring, Human Resources, Retail, Fashion, Inventory Control, Customer Experience, Loss Prevention, Window Displays, Styling, Employee Training, Customer Retention, Trend Analysis, Driving Results, Store Operations
Education
University of California, San Diego 2011 — 2013
Bachelor of Arts, Communications Major; Business Minor
City College of San Francisco 2007 — 2011
School of the Arts, San Francisco 2003 — 2007
Asymmetry Capital Management, L.P. September 2015 - Present
Forward June 2015 - Present
Forward October 2013 - June 2015
Guess? June 2008 - October 2013
Flex Watches December 2012 - June 2013
Sunset Academy of Dance August 2010 - January 2012
Victoria's Secret May 2011 - September 2011
Skills
Project Management, Office Administration, Business Communications, Microsoft Office, Time Management, Event Planning, Google Docs, Corporate Communications, Bloomberg Terminal, Salesforce.com, Teamwork, Customer Service, Microsoft Excel, Leadership, Mutual Funds, Asset Management, Expense Management, Concur, Management, Outlook, Retail Sales, Visual Merchandising, Merchandising, Advertising, Sales, Marketing, Hiring, Human Resources, Retail, Fashion, Inventory Control, Customer Experience, Loss Prevention, Window Displays, Styling, Employee Training, Customer Retention, Trend Analysis, Driving Results, Store Operations
Education
University of California, San Diego 2011 — 2013
Bachelor of Arts, Communications Major; Business Minor
City College of San Francisco 2007 — 2011
School of the Arts, San Francisco 2003 — 2007
Edward Dougherty's Forward Experience June 2008 - September 2008
Job MBA Candidate CBS 2017
Industry Higher Education
Experience
Wells Fargo October 2014 - July 2015
Wells Fargo July 2013 - January 2015
Wells Fargo March 2013 - July 2013
Wells Fargo September 2010 - February 2013
Dodge & Cox June 2009 - September 2009
Forward June 2008 - September 2008
Willow Creek Capital June 2007 - September 2007
Skills
Analysis, Credit, Financial Modeling, Due Diligence, Finance, Valuation, Research, Market Research, Competitive Analysis, Credit Analysis, Financial Analysis, Investments, Mergers & Acquisitions, Underwriting, Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2006 — 2010
Bachelor of Science (B.S.), Management Science Honors with Highest Distinction
University of California, San Diego 2006 — 2010
Bachelor of Arts (B.A.), European History
Saint Ignatius College Prep 2002 — 2006
Wells Fargo October 2014 - July 2015
Wells Fargo July 2013 - January 2015
Wells Fargo March 2013 - July 2013
Wells Fargo September 2010 - February 2013
Dodge & Cox June 2009 - September 2009
Forward June 2008 - September 2008
Willow Creek Capital June 2007 - September 2007
Skills
Analysis, Credit, Financial Modeling, Due Diligence, Finance, Valuation, Research, Market Research, Competitive Analysis, Credit Analysis, Financial Analysis, Investments, Mergers & Acquisitions, Underwriting, Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2006 — 2010
Bachelor of Science (B.S.), Management Science Honors with Highest Distinction
University of California, San Diego 2006 — 2010
Bachelor of Arts (B.A.), European History
Saint Ignatius College Prep 2002 — 2006
Mackenzie Corbett's Forward Experience May 2010 - July 2011
Job People Operations Partner at Facebook
Industry Human Resources
Experience
Facebook April 2015 - Present
WhatsApp Inc. February 2014 - April 2015
Google March 2013 - February 2014
Allianz Global Investors July 2011 - March 2013
Forward May 2010 - July 2011
Skills
Series 7, Series 63, Marketing, Securities, Financial Services, Human Resources, Staffing Services, Recruiting, Investments, Salesforce.com, Finance, Hedge Funds, Bloomberg, Mutual Funds, Applicant Tracking..., Talent Acquisition, Alternative Investments, Relationship Management, Asset Allocation, Equities, Portfolio Management, Fixed Income, Social Media, Investment Strategies, Asset Management
Education
University of Arizona
Bachelor of Science in Business Administration (B.S.B.A), Marketing
Macquarie University
Facebook April 2015 - Present
WhatsApp Inc. February 2014 - April 2015
Google March 2013 - February 2014
Allianz Global Investors July 2011 - March 2013
Forward May 2010 - July 2011
Skills
Series 7, Series 63, Marketing, Securities, Financial Services, Human Resources, Staffing Services, Recruiting, Investments, Salesforce.com, Finance, Hedge Funds, Bloomberg, Mutual Funds, Applicant Tracking..., Talent Acquisition, Alternative Investments, Relationship Management, Asset Allocation, Equities, Portfolio Management, Fixed Income, Social Media, Investment Strategies, Asset Management
Education
University of Arizona
Bachelor of Science in Business Administration (B.S.B.A), Marketing
Macquarie University
CJ Jones's Forward Experience May 2011 - Present
Job Salient + Forward
Industry Financial Services
Experience
Forward May 2011 - Present
Nollenberger Capital Partners April 2007 - October 2010
Wells Fargo Securities, LLC September 1998 - August 2005
PaineWebber (UBS Securites) February 1989 - May 1998
Education
University of Colorado Boulder
BA, Economics
Forward May 2011 - Present
Nollenberger Capital Partners April 2007 - October 2010
Wells Fargo Securities, LLC September 1998 - August 2005
PaineWebber (UBS Securites) February 1989 - May 1998
Education
University of Colorado Boulder
BA, Economics
Frank W. Spencer IV's Forward Experience August 2005 - December 2008
Job Founder, Principal & Creative Director at Kedge (Foresight, Innovation, Strategy); Lead Instructor at The Futures School
Industry Professional Training & Coaching
Experience
The Futures School January 2015 - Present
Kedge, LLC August 2009 - Present
The Futures Institute: Shaping Tomorrow Now at Duke University TIP January 2010 - December 2011
TEDxCreativeCoast January 2010 - June 2011
Forward August 2005 - December 2008
Regent University August 2005 - March 2008
Social Technologies 2008 - 2008
Skills
Futures, Foresight, Public Speaking, Teaching, Strategy Development, Scenario Analysis, Environmental Scanning, Coaching, Curriculum Design, Corporate Culture, SWOT analysis, Trend Analysis, Team Building, Writing, Business Strategy, Curriculum Development, Strategic Planning, Business Planning, Leadership Development, Lecturing, Organizational..., Scenario Planning, Planning, Research, Entrepreneur, Entrepreneurship, Change Management, Executive Coaching, Qualitative Research, Systems Thinking, Strategic Thinking, Futures Design, Design Fiction, Ethnography and..., Strategic Foresight, Workshop Facilitation, Location Based Insights..., Futures Artifacts and..., Strategic Forecasting, Strategy, Futures Thinking, Project Planning, Social Networking, Management, Nonprofits, Business Development, Culture Change, Speculative Fiction, Ethnography, Innovation Consulting
Education
Regent University 2005 — 2008
Master of Arts in Strategic Foresight, Futures Studies
Regent University 2005 — 2008
Masters, Strategic Foresight
The Futures School January 2015 - Present
Kedge, LLC August 2009 - Present
The Futures Institute: Shaping Tomorrow Now at Duke University TIP January 2010 - December 2011
TEDxCreativeCoast January 2010 - June 2011
Forward August 2005 - December 2008
Regent University August 2005 - March 2008
Social Technologies 2008 - 2008
Skills
Futures, Foresight, Public Speaking, Teaching, Strategy Development, Scenario Analysis, Environmental Scanning, Coaching, Curriculum Design, Corporate Culture, SWOT analysis, Trend Analysis, Team Building, Writing, Business Strategy, Curriculum Development, Strategic Planning, Business Planning, Leadership Development, Lecturing, Organizational..., Scenario Planning, Planning, Research, Entrepreneur, Entrepreneurship, Change Management, Executive Coaching, Qualitative Research, Systems Thinking, Strategic Thinking, Futures Design, Design Fiction, Ethnography and..., Strategic Foresight, Workshop Facilitation, Location Based Insights..., Futures Artifacts and..., Strategic Forecasting, Strategy, Futures Thinking, Project Planning, Social Networking, Management, Nonprofits, Business Development, Culture Change, Speculative Fiction, Ethnography, Innovation Consulting
Education
Regent University 2005 — 2008
Master of Arts in Strategic Foresight, Futures Studies
Regent University 2005 — 2008
Masters, Strategic Foresight
Janey Bruno's Forward Experience October 2014 - Present
Job Forward
Industry
Experience
Forward October 2014 - Present
Forward March 2014 - October 2014
San Francisco Public Defender's Office September 2013 - November 2013
J.Crew June 2012 - September 2012
Calnea October 2011 - December 2011
Skills
Communication, Public Speaking, Retail, Event Planning, Social Media, Microsoft Word, Microsoft Excel
Education
Santa Clara University 2009 — 2013
Bachelor of Arts (B.A.), Communication
Forward October 2014 - Present
Forward March 2014 - October 2014
San Francisco Public Defender's Office September 2013 - November 2013
J.Crew June 2012 - September 2012
Calnea October 2011 - December 2011
Skills
Communication, Public Speaking, Retail, Event Planning, Social Media, Microsoft Word, Microsoft Excel
Education
Santa Clara University 2009 — 2013
Bachelor of Arts (B.A.), Communication
Jamie Vaughn Jamie Vaughn's Forward Experience May 2012 - December 2014
Job Executive Assistant at Egon Zehnder
Industry Executive Office
Experience
Egon Zehnder August 2015 - Present
Forward May 2012 - December 2014
Forward May 2012 - December 2014
Corporate Contractor September 2005 - May 2012
Skills
Onboarding, Executive..., Meeting Planning, Meeting Scheduling, Administrative Work, Travel Planning, Travel Arrangements, Investments, Performing Arts, Creative Arts, Writing, Interviews, Exit Interviews, Job Descriptions, Recruiting, Training, Employee Benefits, Film, PowerPoint, Microsoft Office, Microsoft Word, Copywriting, University Teaching, Asset Management, Alternative Investments, Applicant Tracking...
Education
University of Florida 2001 — 2004
Master of Fine Arts (MFA)
San Francisco State University
Bachelor's degree
Egon Zehnder August 2015 - Present
Forward May 2012 - December 2014
Forward May 2012 - December 2014
Corporate Contractor September 2005 - May 2012
Skills
Onboarding, Executive..., Meeting Planning, Meeting Scheduling, Administrative Work, Travel Planning, Travel Arrangements, Investments, Performing Arts, Creative Arts, Writing, Interviews, Exit Interviews, Job Descriptions, Recruiting, Training, Employee Benefits, Film, PowerPoint, Microsoft Office, Microsoft Word, Copywriting, University Teaching, Asset Management, Alternative Investments, Applicant Tracking...
Education
University of Florida 2001 — 2004
Master of Fine Arts (MFA)
San Francisco State University
Bachelor's degree
Leah Henry Leah Henry's Forward Experience 2007 - 2007
Job Currently Seeking New Employment Opportunities
Industry Executive Office
Experience
Currently seeking new opportunities September 2015 - Present
Robert Half August 2015 - Present
Williams Lea at Goodwin Procter August 2014 - August 2015
RadioShack August 2008 - April 2015
Ross Stores, Inc. May 2013 - February 2015
H&R Block December 2011 - April 2012
Norvak Druce Connolly Bove & Quigg, LLP April 2010 - September 2011
EMDS 2009 - 2010
Forward 2007 - 2007
Skills
Excel, Social Media, Customer Service, Microsoft Office, Word, Retail, PowerPoint, Public Speaking, Customer Relations, Sales, Merchandising, Social Networking, Microsoft Excel, Leadership, Management, Event Planning, Community Outreach, Training, Nonprofits, Fundraising
Education
Merritt College 2015 — 2016
Certificate, Legal Assistant/Paralegal
University of San Francisco 2007 — 2011
BS, Business Administration, 3.00
Sierra High School 2003 — 2007
General Education, Business Administration and Management, General, 3.25
Currently seeking new opportunities September 2015 - Present
Robert Half August 2015 - Present
Williams Lea at Goodwin Procter August 2014 - August 2015
RadioShack August 2008 - April 2015
Ross Stores, Inc. May 2013 - February 2015
H&R Block December 2011 - April 2012
Norvak Druce Connolly Bove & Quigg, LLP April 2010 - September 2011
EMDS 2009 - 2010
Forward 2007 - 2007
Skills
Excel, Social Media, Customer Service, Microsoft Office, Word, Retail, PowerPoint, Public Speaking, Customer Relations, Sales, Merchandising, Social Networking, Microsoft Excel, Leadership, Management, Event Planning, Community Outreach, Training, Nonprofits, Fundraising
Education
Merritt College 2015 — 2016
Certificate, Legal Assistant/Paralegal
University of San Francisco 2007 — 2011
BS, Business Administration, 3.00
Sierra High School 2003 — 2007
General Education, Business Administration and Management, General, 3.25
Ryan Vanzo's Forward Experience February 2012 - May 2012
Job Equity Research at Manning & Napier
Industry Investment Management
Experience
Manning & Napier June 2013 - February 2015
Bentley Investment Group Bentley University September 2009 - May 2013
Forward February 2012 - May 2012
The Hughey Center For Financial Services January 2012 - February 2012
CFA Institute Investment Research Challenge Bentley University September 2011 - February 2012
GE Energy June 2011 - August 2011
Merrill Lynch May 2010 - January 2011
Portfolio LLC June 2009 - April 2010
Skills
Investments, Microsoft Excel, PowerPoint, Financial Markets, Asset Managment, Financial Modeling, Economics, Portfolio Management, Bloomberg, Equity Research, Financial Analysis, Valuation, Equities, Equity Valuation, Hedge Funds, Research, Investment Strategies, Analysis, Social Media, Trading
Education
University of Cape Town 2012 — 2012
Bachelor's degree, Accounting and Finance
Bentley University
Bachelor of Science; Bachelor of Arts, Finance and Accounting; Global Perspectives
Manning & Napier June 2013 - February 2015
Bentley Investment Group Bentley University September 2009 - May 2013
Forward February 2012 - May 2012
The Hughey Center For Financial Services January 2012 - February 2012
CFA Institute Investment Research Challenge Bentley University September 2011 - February 2012
GE Energy June 2011 - August 2011
Merrill Lynch May 2010 - January 2011
Portfolio LLC June 2009 - April 2010
Skills
Investments, Microsoft Excel, PowerPoint, Financial Markets, Asset Managment, Financial Modeling, Economics, Portfolio Management, Bloomberg, Equity Research, Financial Analysis, Valuation, Equities, Equity Valuation, Hedge Funds, Research, Investment Strategies, Analysis, Social Media, Trading
Education
University of Cape Town 2012 — 2012
Bachelor's degree, Accounting and Finance
Bentley University
Bachelor of Science; Bachelor of Arts, Finance and Accounting; Global Perspectives
Alan Seigerman Alan Seigerman's Forward Experience December 2002 - November 2012
Job CFA
Industry Investment Management
Experience
Forward December 2002 - November 2012
ReFlow Management,(a Sutton Place Management service company) January 2002 - December 2010
E*TRADE Financial July 1998 - June 2001
Price Waterhouse 1995 - 1998
Peterson Consulting 1993 - 1995
IDD Information September 1986 - December 1990
Skills
Mutual Funds, Asset Managment, Investment Management, Financial Modeling, Strategic Consulting, Business Development, Financial Analysis, Strategic Financial..., Intellectual Property..., Operating Budgets, Acquisition Integration, Financial Reporting, Executive Reporting, Product Development, Product Management, Production Planning, Business Efficiency, Operating Efficiencies, Project Management, Project Planning, Project Coordination, Growth Strategies, Strategic Planning, Business Planning, Business Analysis, Business Modeling, Asset Management, Financial Planning, Executive Management, Strategy, Mergers & Acquisitions, Investments, Finance
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance, Marketing
Northwestern University 1982 — 1986
BA, Economics
Forward December 2002 - November 2012
ReFlow Management,(a Sutton Place Management service company) January 2002 - December 2010
E*TRADE Financial July 1998 - June 2001
Price Waterhouse 1995 - 1998
Peterson Consulting 1993 - 1995
IDD Information September 1986 - December 1990
Skills
Mutual Funds, Asset Managment, Investment Management, Financial Modeling, Strategic Consulting, Business Development, Financial Analysis, Strategic Financial..., Intellectual Property..., Operating Budgets, Acquisition Integration, Financial Reporting, Executive Reporting, Product Development, Product Management, Production Planning, Business Efficiency, Operating Efficiencies, Project Management, Project Planning, Project Coordination, Growth Strategies, Strategic Planning, Business Planning, Business Analysis, Business Modeling, Asset Management, Financial Planning, Executive Management, Strategy, Mergers & Acquisitions, Investments, Finance
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance, Marketing
Northwestern University 1982 — 1986
BA, Economics
Craig Fisk Craig Fisk's Forward Experience February 2011 - May 2013
Job Vice President / RIA Sales ATEL Securities
Industry Financial Services
Experience
ATEL Securities May 2013 - Present
Forward February 2011 - May 2013
Natixis Global Associates International December 2010 - February 2011
Franklin Templeton Investments May 2007 - February 2009
Franklin Templeton Investments July 2002 - May 2007
Franklin Templeton Investments January 2000 - July 2002
Skills
Asset Allocation, Investments, Mutual Funds, Alternative Investments, Event Planning, Series 7, Separately Managed..., Series 63, Wealth Management, Asset Managment, Investment Advisory, Fixed Annuities, Retirement Planning, Asset Management, Retirement, Finance, Financial Planners, Securities, FINRA, ETFs
Education
University of South Carolina-Columbia 1978 — 1982
BS, Marketing
ATEL Securities May 2013 - Present
Forward February 2011 - May 2013
Natixis Global Associates International December 2010 - February 2011
Franklin Templeton Investments May 2007 - February 2009
Franklin Templeton Investments July 2002 - May 2007
Franklin Templeton Investments January 2000 - July 2002
Skills
Asset Allocation, Investments, Mutual Funds, Alternative Investments, Event Planning, Series 7, Separately Managed..., Series 63, Wealth Management, Asset Managment, Investment Advisory, Fixed Annuities, Retirement Planning, Asset Management, Retirement, Finance, Financial Planners, Securities, FINRA, ETFs
Education
University of South Carolina-Columbia 1978 — 1982
BS, Marketing
Preeti Malik Preeti Malik's Forward Experience December 2006 - Present
Job Financial Services Strategy
Industry Financial Services
Experience
Forward December 2006 - Present
Ameriprise Financial April 2005 - December 2006
Skills
Financial Services, Investments, Mutual Funds, Alternative Investments, Asset Managment, Investment Management, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Strategy, Business Intelligence, Business Development, Financial Analysis, Financial Modeling, Investment Strategies, Marketing Strategy, Portfolio Management, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Strategy and Finance
Forward December 2006 - Present
Ameriprise Financial April 2005 - December 2006
Skills
Financial Services, Investments, Mutual Funds, Alternative Investments, Asset Managment, Investment Management, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Strategy, Business Intelligence, Business Development, Financial Analysis, Financial Modeling, Investment Strategies, Marketing Strategy, Portfolio Management, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Strategy and Finance
Lance White Lance White's Forward Experience April 2010 - November 2013
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG October 2014 - Present
Wilson, Markle, Stuckey, Hardesty & Bott, LLP November 2013 - July 2014
Forward April 2010 - November 2013
Skills
Finance, Bloomberg, Financial Analysis, Investments, Mutual Funds, Strategy, Competitive Analysis, Management, Analysis
Education
Saint Mary's College of California 2013 — 2014
Master of Science (M.S.), Accounting
Dominican University of California 2008 — 2011
BA, Business Administration with a concentration in Finance
ESCEM of Poitiers
The University of Texas at Austin
KPMG October 2014 - Present
Wilson, Markle, Stuckey, Hardesty & Bott, LLP November 2013 - July 2014
Forward April 2010 - November 2013
Skills
Finance, Bloomberg, Financial Analysis, Investments, Mutual Funds, Strategy, Competitive Analysis, Management, Analysis
Education
Saint Mary's College of California 2013 — 2014
Master of Science (M.S.), Accounting
Dominican University of California 2008 — 2011
BA, Business Administration with a concentration in Finance
ESCEM of Poitiers
The University of Texas at Austin
Leah Standard's Forward Experience April 2014 - September 2014
Job Executive Assistant at Corcept Therapeutics
Industry Financial Services
Experience
Corcept Therapeutics September 2014 - Present
Forward April 2014 - September 2014
Swagelok Northern California August 2006 - April 2014
EXP Pharmaceutical Services Corp October 2001 - August 2006
Skills
Product Development, Continuous Improvement, Process Improvement, Cross-functional Team..., Key Account Management, Semiconductors, Valves, Manufacturing, Product Management, Inventory Management, Project Management, Team Building
Education
Foothill College
Business Administration and Management, General
Baldwin Wallace University 1998 — 2000
Music Performance
Corcept Therapeutics September 2014 - Present
Forward April 2014 - September 2014
Swagelok Northern California August 2006 - April 2014
EXP Pharmaceutical Services Corp October 2001 - August 2006
Skills
Product Development, Continuous Improvement, Process Improvement, Cross-functional Team..., Key Account Management, Semiconductors, Valves, Manufacturing, Product Management, Inventory Management, Project Management, Team Building
Education
Foothill College
Business Administration and Management, General
Baldwin Wallace University 1998 — 2000
Music Performance
Jennifer Skancke's Forward Experience March 2012 - Present
Job Content Manager at Forward
Industry Financial Services
Experience
Forward March 2012 - Present
Forward August 2010 - March 2012
Forward April 2006 - August 2010
Greenhaven Press (Thomson Gale) August 2000 - November 2005
Greenhaven Press and Lucent Books 2000 - 2005
Skills
Editing, Adobe Acrobat, Publications, Mutual Funds, Asset Management, Microsoft Office, Alternative Investments
Education
San Diego State University-California State University 1998 — 2000
Forward March 2012 - Present
Forward August 2010 - March 2012
Forward April 2006 - August 2010
Greenhaven Press (Thomson Gale) August 2000 - November 2005
Greenhaven Press and Lucent Books 2000 - 2005
Skills
Editing, Adobe Acrobat, Publications, Mutual Funds, Asset Management, Microsoft Office, Alternative Investments
Education
San Diego State University-California State University 1998 — 2000
Nathaniel Popper's Forward Experience December 2008 - January 2010
Job New York Times reporter author of Digital Gold
Industry Writing and Editing
Experience
The New York Times March 2012 - Present
Los Angeles Times January 2010 - April 2012
Forward December 2008 - January 2010
Forward 2007 - 2008
Forward 2003 - 2007
Let's Go Travel Guides 1998 - 2002
Education
Harvard University 1998 — 2002
Taylor Allderdice High School 1993 — 1997
The New York Times March 2012 - Present
Los Angeles Times January 2010 - April 2012
Forward December 2008 - January 2010
Forward 2007 - 2008
Forward 2003 - 2007
Let's Go Travel Guides 1998 - 2002
Education
Harvard University 1998 — 2002
Taylor Allderdice High School 1993 — 1997
Monali Godambe's Forward Experience May 2008 - Present
Job Operations Specialist III
Industry Investment Management
Experience
Forward May 2008 - Present
Kintera January 2007 - August 2007
Cargill Investor Services July 2003 - August 2005
Franklin Templeton Investments December 2002 - May 2003
Education
Florida Atlantic University 2001 — 2002
Forward May 2008 - Present
Kintera January 2007 - August 2007
Cargill Investor Services July 2003 - August 2005
Franklin Templeton Investments December 2002 - May 2003
Education
Florida Atlantic University 2001 — 2002
Ian Goltra's Forward Experience June 2009 - Present
Job Portfolio Manager at Forward Management
Industry Investment Management
Experience
Forward June 2009 - Present
Kensington Investment Group May 1998 - June 2009
Textainer Equipment Management October 1993 - May 1998
Meridian Point Properties, Inc. 1991 - 1993
Liquidity Fund 1987 - 1990
Skills
Alternative Investments, Asset Managment
Education
San Francisco State University, College of Business
Forward June 2009 - Present
Kensington Investment Group May 1998 - June 2009
Textainer Equipment Management October 1993 - May 1998
Meridian Point Properties, Inc. 1991 - 1993
Liquidity Fund 1987 - 1990
Skills
Alternative Investments, Asset Managment
Education
San Francisco State University, College of Business
David E. Reid's Forward Experience 2004 - Present
Job Vice President, Regional Sales Director
Industry Financial Services
Experience
Forward 2004 - Present
Kensington Investment Group November 2004 - June 2009
Garvin GuyButler (now Icap) December 1985 - October 1999
Skills
Alternative Investments, Mutual Funds, Separately Managed..., Asset Allocation, Asset Management, Equities, Series 63, Sales, Wealth Management, Investment Strategies, Investments
Education
University of California, Santa Barbara 1980 — 1984
Bachelor of Arts, Economics, English
Forward 2004 - Present
Kensington Investment Group November 2004 - June 2009
Garvin GuyButler (now Icap) December 1985 - October 1999
Skills
Alternative Investments, Mutual Funds, Separately Managed..., Asset Allocation, Asset Management, Equities, Series 63, Sales, Wealth Management, Investment Strategies, Investments
Education
University of California, Santa Barbara 1980 — 1984
Bachelor of Arts, Economics, English
Barbara Tolle's Forward Experience March 2006 - Present
Job Director at Forward
Industry Financial Services
Experience
Forward March 2006 - Present
PFPC Inc. 1999 - 2006
First Data Investor Services Group December 1998 - December 1999
Fund/Plan Services, Inc. July 1988 - December 1998
The Vanguard Group October 1974 - July 1988
Skills
Accounting, Alternative Investments, Mutual Funds, Investments, Asset Management
Education
Georgetown University
Language and Linguistics
Strayer Business College
Business
Ursinus College
Finance
Forward March 2006 - Present
PFPC Inc. 1999 - 2006
First Data Investor Services Group December 1998 - December 1999
Fund/Plan Services, Inc. July 1988 - December 1998
The Vanguard Group October 1974 - July 1988
Skills
Accounting, Alternative Investments, Mutual Funds, Investments, Asset Management
Education
Georgetown University
Language and Linguistics
Strayer Business College
Business
Ursinus College
Finance
Daniel Happe's Forward Experience 2012 - Present
Job Advisor Specialist at FORWARD
Industry Financial Services
Experience
Forward 2012 - Present
United Mortgage Group 2003 - 2007
Infineon Technologies / Siemens Microelectronics 2000 - 2003
Skills
Sales, Finance, Investments
Education
San Diego State University-California State University
Forward 2012 - Present
United Mortgage Group 2003 - 2007
Infineon Technologies / Siemens Microelectronics 2000 - 2003
Skills
Sales, Finance, Investments
Education
San Diego State University-California State University
Aaron Visse's Forward Experience June 2009 - Present
Job Portfolio Manager at Forward
Industry Financial Services
Experience
Forward June 2009 - Present
Kensington Investment Group June 2007 - June 2009
LPL 2000 - 2002
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Infrastructure, Alternative Investments, Investment Strategies, Equities, Asset Management, Equity Research, Investments, Bloomberg, International Research, Fixed Income, Asset Managment
Education
San Diego State University-California State University 1998 — 1999
MSBA, Finance
University of Colorado Boulder 1990 — 1994
BS, Business
Beaverton High School 1987 — 1990
HS diploma
Whitford
Forward June 2009 - Present
Kensington Investment Group June 2007 - June 2009
LPL 2000 - 2002
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Infrastructure, Alternative Investments, Investment Strategies, Equities, Asset Management, Equity Research, Investments, Bloomberg, International Research, Fixed Income, Asset Managment
Education
San Diego State University-California State University 1998 — 1999
MSBA, Finance
University of Colorado Boulder 1990 — 1994
BS, Business
Beaverton High School 1987 — 1990
HS diploma
Whitford
David Trezza's Forward Experience December 2001 - Present
Job Systems Administrator at Forward
Industry Financial Services
Experience
Forward December 2001 - Present
Morgan Stanley Online December 1999 - November 2002
Etak April 1994 - November 1999
Skills
Asset Managment, Wealth Management, Portfolio Management, Financial Services, Bloomberg, Investments, Active Directory, Blackberry Enterprise..., Virtualization, Data Backup Solutions, Computer Forensics, Exchange 2010/2007/2003, Mobile Technology, Network Security
Education
California State University-Chico 1987 — 1992
BA, Geography / Geology
Forward December 2001 - Present
Morgan Stanley Online December 1999 - November 2002
Etak April 1994 - November 1999
Skills
Asset Managment, Wealth Management, Portfolio Management, Financial Services, Bloomberg, Investments, Active Directory, Blackberry Enterprise..., Virtualization, Data Backup Solutions, Computer Forensics, Exchange 2010/2007/2003, Mobile Technology, Network Security
Education
California State University-Chico 1987 — 1992
BA, Geography / Geology
Carolyn Alvarado's Forward Experience April 2012 - Present
Job Event Coordinator
Industry Financial Services
Experience
Forward April 2012 - Present
Forward September 2009 - April 2012
ReFlow Management January 2005 - August 2009
Thelen Reid & Priest October 2001 - December 2004
Skills
Event Planning, Close Attention to..., Outlook, Microsoft Excel, Customer Service, PowerPoint, Adobe Acrobat, Project Management, Event Management, Microsoft Word, Microsoft Office, Administrative..., Administrative...
Education
University of Oregon 1996 — 2000
BA, History
Forward April 2012 - Present
Forward September 2009 - April 2012
ReFlow Management January 2005 - August 2009
Thelen Reid & Priest October 2001 - December 2004
Skills
Event Planning, Close Attention to..., Outlook, Microsoft Excel, Customer Service, PowerPoint, Adobe Acrobat, Project Management, Event Management, Microsoft Word, Microsoft Office, Administrative..., Administrative...
Education
University of Oregon 1996 — 2000
BA, History
Rukhl Schaechter's Forward Experience September 1998 - Present
Job editor at Forward
Industry Newspapers
Experience
Forward September 1998 - Present
Skills
Journalism, Copy Editing, Newspapers, Online Journalism, Editing, Editorial, Blogging, Proofreading, Feature Articles, News Writing, Web Content
Education
Bank Street College of Education
Master's degree
Barnard College
BS
Forward September 1998 - Present
Skills
Journalism, Copy Editing, Newspapers, Online Journalism, Editing, Editorial, Blogging, Proofreading, Feature Articles, News Writing, Web Content
Education
Bank Street College of Education
Master's degree
Barnard College
BS
Blair Canning's Forward Experience December 2013 - Present
Job Project Manager at Forward
Industry Financial Services
Experience
Forward December 2013 - Present
Forward January 2015 - May 2015
Forward April 2011 - December 2013
Independent Electric Supply January 2009 - April 2011
Adkins Dance Center September 2001 - January 2009
Independent Electric Supply January 2008 - December 2008
Best Buy July 2002 - July 2007
Skills
Project Management, Process Improvement, Customer Service, Employee Training, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Accounts Payable, Invoicing, Financial Reporting, Microsoft Word, Outlook, Sales, Budgets, Retail Sales
Education
College of San Mateo 2013 — 2015
Certifications, Project Management & Human Resources
California Polytechnic State University-San Luis Obispo 2002 — 2007
BS, Agricultural Business, Finance & Appraisal
Forward December 2013 - Present
Forward January 2015 - May 2015
Forward April 2011 - December 2013
Independent Electric Supply January 2009 - April 2011
Adkins Dance Center September 2001 - January 2009
Independent Electric Supply January 2008 - December 2008
Best Buy July 2002 - July 2007
Skills
Project Management, Process Improvement, Customer Service, Employee Training, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Accounts Payable, Invoicing, Financial Reporting, Microsoft Word, Outlook, Sales, Budgets, Retail Sales
Education
College of San Mateo 2013 — 2015
Certifications, Project Management & Human Resources
California Polytechnic State University-San Luis Obispo 2002 — 2007
BS, Agricultural Business, Finance & Appraisal
Ann Cheu's Forward Experience November 2011 - August 2013
Job Managing Consultant at Precept Advisory Group
Industry Financial Services
Experience
Precept Advisory Group May 2014 - Present
Forward November 2011 - August 2013
Mercer Investment Consulting February 2004 - January 2008
Mercer Investment Consulting May 1999 - February 2004
Mercer January 1996 - May 1999
Skills
Alternative Investments, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Equities, Series 7, Portfolio Management, Fixed Income, Defined Benefit, Pensions, Series 63, Wealth Management, Investment Advisory, Consultants, Retirement, Equity Research, Wealth Management..., Capital Markets, Financial Services, Securities, Bloomberg, Asset Management, Retirement Planning, 401k, Relationship Management, Emerging Markets, Defined Contribution, Valuation, Bonds, Quantitative Analytics
Education
California State University-Northridge 1989 — 1995
Bachelor of Science, Business Administration; Finance
Santa Monica High School
Precept Advisory Group May 2014 - Present
Forward November 2011 - August 2013
Mercer Investment Consulting February 2004 - January 2008
Mercer Investment Consulting May 1999 - February 2004
Mercer January 1996 - May 1999
Skills
Alternative Investments, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Equities, Series 7, Portfolio Management, Fixed Income, Defined Benefit, Pensions, Series 63, Wealth Management, Investment Advisory, Consultants, Retirement, Equity Research, Wealth Management..., Capital Markets, Financial Services, Securities, Bloomberg, Asset Management, Retirement Planning, 401k, Relationship Management, Emerging Markets, Defined Contribution, Valuation, Bonds, Quantitative Analytics
Education
California State University-Northridge 1989 — 1995
Bachelor of Science, Business Administration; Finance
Santa Monica High School
Marianne Carter's Forward Experience June 2009 - Present
Job Vice President, Sales
Industry Financial Services
Experience
Forward June 2009 - Present
Kensington Funds July 1998 - June 2009
Foundation Investment Group 1993 - 1998
Liquidity Fund 1986 - 1991
Skills
Mutual Funds, Separately Managed..., Salesforce.com, Financial Services, Alternative Investments, Investments, Customer Service
Education
Tennessee Technological University - College of Business Administration
Business Management
Forward June 2009 - Present
Kensington Funds July 1998 - June 2009
Foundation Investment Group 1993 - 1998
Liquidity Fund 1986 - 1991
Skills
Mutual Funds, Separately Managed..., Salesforce.com, Financial Services, Alternative Investments, Investments, Customer Service
Education
Tennessee Technological University - College of Business Administration
Business Management
Bryan Barkyoumb's Forward Experience January 2014 - Present
Job FORWARD
Industry Accounting
Experience
Forward January 2014 - Present
SKC Communication Products, LLC October 2012 - December 2013
SKC Communication Products, LLC October 2010 - October 2012
Hy Cite Corporation October 2008 - October 2010
Skills
Accounts Payable, Fixed Assets, G/L Reconciliations, Microsoft Dynamics, Salesforce.com, Microsoft Excel, Accounting, Financial Analysis, Accounts Receivable, Financial Reporting, Strategic Financial..., Budgets, Forecasting, Contract Negotiation, Financial Accounting, Accruals, Financial Statements, Account Reconciliation, Management
Education
Lakeland College 2007 — 2010
Bachelor of Arts, Accounting
Forward January 2014 - Present
SKC Communication Products, LLC October 2012 - December 2013
SKC Communication Products, LLC October 2010 - October 2012
Hy Cite Corporation October 2008 - October 2010
Skills
Accounts Payable, Fixed Assets, G/L Reconciliations, Microsoft Dynamics, Salesforce.com, Microsoft Excel, Accounting, Financial Analysis, Accounts Receivable, Financial Reporting, Strategic Financial..., Budgets, Forecasting, Contract Negotiation, Financial Accounting, Accruals, Financial Statements, Account Reconciliation, Management
Education
Lakeland College 2007 — 2010
Bachelor of Arts, Accounting
Katie Goldsmith's Forward Experience October 2013 - Present
Job Manager, Digital Communications at Forward
Industry Marketing and Advertising
Experience
Forward October 2013 - Present
Forward April 2012 - October 2013
Forward October 2011 - April 2012
California Magazine September 2010 - March 2011
Greater Good Magazine February 2009 - May 2010
Greater Good February 2009 - May 2010
Kensington Investment Group July 2008 - August 2008
Skills
Public Speaking, Quantitative Analytics, Marketing Communications, Newsletters, Advertising, Social Media, Investments, Press Releases, Research, Blogging, Event Planning, Writing, Marketing, WordPress
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Mass Communications, Sociology
Forward October 2013 - Present
Forward April 2012 - October 2013
Forward October 2011 - April 2012
California Magazine September 2010 - March 2011
Greater Good Magazine February 2009 - May 2010
Greater Good February 2009 - May 2010
Kensington Investment Group July 2008 - August 2008
Skills
Public Speaking, Quantitative Analytics, Marketing Communications, Newsletters, Advertising, Social Media, Investments, Press Releases, Research, Blogging, Event Planning, Writing, Marketing, WordPress
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Mass Communications, Sociology
Erick Zamora's Forward Experience June 2010 - January 2012
Job Programmer/Analyst III at UC San Diego
Industry Information Technology and Services
Experience
UC San Diego November 2012 - Present
Forward June 2010 - January 2012
Skills
Java, C++, Programming
Education
UCSD
UC San Diego November 2012 - Present
Forward June 2010 - January 2012
Skills
Java, C++, Programming
Education
UCSD
Debra Near's Forward Experience July 2013 - Present
Job Administrative Assistant
Industry Executive Office
Experience
Forward July 2013 - Present
Cellular Sales 2010 - 2012
Skills
Receptionist Duties, Administrative..., Payroll, Customer Service, Microsoft Excel, Microsoft Office, Data Entry, Data Analysis, Bookkeeping, Cashiering, Volunteering, Administrative..., Invoicing, Sales, Spreadsheets, Office Management, Customer Satisfaction
Education
Sprng Arbor University 2004 — 2005
Bachelor of Science (B.S.), Management and Organizational Development
Kirtland Community College
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
Forward July 2013 - Present
Cellular Sales 2010 - 2012
Skills
Receptionist Duties, Administrative..., Payroll, Customer Service, Microsoft Excel, Microsoft Office, Data Entry, Data Analysis, Bookkeeping, Cashiering, Volunteering, Administrative..., Invoicing, Sales, Spreadsheets, Office Management, Customer Satisfaction
Education
Sprng Arbor University 2004 — 2005
Bachelor of Science (B.S.), Management and Organizational Development
Kirtland Community College
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
Cynthia Goldsmith's Forward Experience July 2009 - August 2015
Job Controller at Asymmetry Capital Management
Industry Financial Services
Experience
Asymmetry Capital Management September 2015 - Present
Forward July 2009 - August 2015
Kensington Investment Group August 1998 - June 2009
Education
UC Berkeley
Bachelor of Science (BS), Accounting
Asymmetry Capital Management September 2015 - Present
Forward July 2009 - August 2015
Kensington Investment Group August 1998 - June 2009
Education
UC Berkeley
Bachelor of Science (BS), Accounting