Fremont Group
Description
Fremont Group is a private investment group based in San Francisco, California, USA. It was formerly known as Bechtel Investments, reflecting its ownership by the Bechtel family. Headquarters: San Francisco, CA Founded: 1986 Subsidiaries: FPR Partners LLC, Fremont Realty Capital, Fremont Ventures, Fremont Private Holdings
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Fremont Group Employees
Employee
Years
Job
Industry
Janet Nicolas Janet Nicolas's Fremont Group Experience October 1997 - October 2000
Job CPA with accounting, tax and finance experience
Industry Transportation/Trucking/Railroad
Experience
Textainer September 2014 - Present
Helm Financial Corporation, acquired by First Union Rail in April 2014 January 2007 - September 2014
Wells Fargo 2004 - 2007
Charles Schwab 2000 - 2004
Fremont Group October 1997 - October 2000
Skills
Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Corporate Finance, Process Improvement, Accounts Payable, Budgets, Analytics, 401k, Financial Planners, Due Diligence, Project Planning, Finance, General Ledger, Revenue Recognition, Mergers & Acquisitions, Variance Analysis, Risk Management, Tax, Financial Analysis, Accounting, Financial Reporting, Analysis, Management, Microsoft Excel, Financial Planning, Income Tax, Forecasting, Auditing, Financial Accounting, Microsoft Office, Account Reconciliation, Strategic Planning, Accounts Receivable, Tax Research, Payroll, SEC Filings
Education
Golden Gate University 2011 — 2014
Master's degree, Taxation
San Francisco State University
Bachelor of Science (B.S.), Accounting and Finance
University of Phoenix
MBA, Business Administration
Textainer September 2014 - Present
Helm Financial Corporation, acquired by First Union Rail in April 2014 January 2007 - September 2014
Wells Fargo 2004 - 2007
Charles Schwab 2000 - 2004
Fremont Group October 1997 - October 2000
Skills
Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Corporate Finance, Process Improvement, Accounts Payable, Budgets, Analytics, 401k, Financial Planners, Due Diligence, Project Planning, Finance, General Ledger, Revenue Recognition, Mergers & Acquisitions, Variance Analysis, Risk Management, Tax, Financial Analysis, Accounting, Financial Reporting, Analysis, Management, Microsoft Excel, Financial Planning, Income Tax, Forecasting, Auditing, Financial Accounting, Microsoft Office, Account Reconciliation, Strategic Planning, Accounts Receivable, Tax Research, Payroll, SEC Filings
Education
Golden Gate University 2011 — 2014
Master's degree, Taxation
San Francisco State University
Bachelor of Science (B.S.), Accounting and Finance
University of Phoenix
MBA, Business Administration
Brian (Brian Lee) Ruiz Brian (Brian Lee) Ruiz's Fremont Group Experience January 2001 - July 2002
Job National Client Services Manager at MileStone | Reporting Company
Industry Legal Services
Experience
MileStone Reporting Company May 2015 - Present
On Call Depos July 2013 - Present
GulfStar Reporting Network LLC March 2013 - August 2013
LIT-Group October 2012 - December 2012
Network Deposition Services November 2010 - November 2012
Westlaw Deposition Services August 2008 - November 2010
Financial Security Assurance Inc. November 2002 - February 2009
Fremont Group January 2001 - July 2002
U.S. NAVY October 1992 - November 2000
Skills
Notary Public, Insurance, Finance, Travel Arrangements, Networking, Research, Contract Management, Microsoft Office, Database Administration, Project Management, Corporate Finance, Electronics, Transaction Processing, Data Management, Information Technology, Process Engineering, Clinical Trials, Investments, Litigation Support, Document Review, PowerPoint, Arbitration, Depositions, Litigation, Hearings, Courts, Patent Litigation, Trials, LiveNote, Legal Writing, Civil Litigation, Personal Injury, Commercial Litigation, Corporate Law, Legal Research, Westlaw, Document Management, Legal Assistance, Criminal Law, Legal Documents, Intellectual Property, Mergers & Acquisitions, Relativity, Litigation Management, Legal Compliance, Wordperfect, EDRMS, Medical Malpractice, Patents, Records Management
Education
San Francisco State University, College of Business 2009 — 2009
BA, Business Administration
Kaplan University 2004 — 2005
Associate's Degree, Paralegal Studies
MileStone Reporting Company May 2015 - Present
On Call Depos July 2013 - Present
GulfStar Reporting Network LLC March 2013 - August 2013
LIT-Group October 2012 - December 2012
Network Deposition Services November 2010 - November 2012
Westlaw Deposition Services August 2008 - November 2010
Financial Security Assurance Inc. November 2002 - February 2009
Fremont Group January 2001 - July 2002
U.S. NAVY October 1992 - November 2000
Skills
Notary Public, Insurance, Finance, Travel Arrangements, Networking, Research, Contract Management, Microsoft Office, Database Administration, Project Management, Corporate Finance, Electronics, Transaction Processing, Data Management, Information Technology, Process Engineering, Clinical Trials, Investments, Litigation Support, Document Review, PowerPoint, Arbitration, Depositions, Litigation, Hearings, Courts, Patent Litigation, Trials, LiveNote, Legal Writing, Civil Litigation, Personal Injury, Commercial Litigation, Corporate Law, Legal Research, Westlaw, Document Management, Legal Assistance, Criminal Law, Legal Documents, Intellectual Property, Mergers & Acquisitions, Relativity, Litigation Management, Legal Compliance, Wordperfect, EDRMS, Medical Malpractice, Patents, Records Management
Education
San Francisco State University, College of Business 2009 — 2009
BA, Business Administration
Kaplan University 2004 — 2005
Associate's Degree, Paralegal Studies
Timothy Sheehy Timothy Sheehy's Fremont Group Experience November 2012 - Present
Job Managing Director of Fremont Private Holdings
Industry Venture Capital & Private Equity
Experience
Fremont Group November 2012 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance and Entrepreneurial Management
The University of Chicago 1992 — 1996
BA, Economics
London School of Economics and Political Science 1994 — 1995
Saint Ignatius College Preparatory
Fremont Group November 2012 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance and Entrepreneurial Management
The University of Chicago 1992 — 1996
BA, Economics
London School of Economics and Political Science 1994 — 1995
Saint Ignatius College Preparatory
Christa Tarantino Christa Tarantino's Fremont Group Experience May 2015 - Present
Job Assistant to Principal, Managing Partner
Industry Financial Services
Experience
Fremont Group May 2015 - Present
SF Merchant Bank & Private Equity Firm November 2005 - April 2015
Hall Capital Partners LLC March 1998 - November 2005
The ARCH Group December 1995 - July 2000
Education
University of California, Berkeley
Bachelor of Science
Fremont Group May 2015 - Present
SF Merchant Bank & Private Equity Firm November 2005 - April 2015
Hall Capital Partners LLC March 1998 - November 2005
The ARCH Group December 1995 - July 2000
Education
University of California, Berkeley
Bachelor of Science
David Covin's Fremont Group Experience March 2015 - Present
Job Chief Operating Officer at Fremont Group
Industry Financial Services
Experience
Princeton University Rowing Association June 1991 - Present
Princeton National Rowing Association November 2011 - Present
Fremont Group March 2015 - Present
Citi October 2010 - February 2015
McKinsey & Company September 2006 - October 2010
JPMorgan Chase 2003 - 2005
Merrill Lynch 2002 - 2003
Goldman Sachs 1991 - 2002
Skills
Derivatives, Strategic Planning, Capital Markets, Management Consulting, Hedge Funds, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Fixed Income, Equities, Structured Products, FX, Trading, Securities, Risk Management, Risk, Structuring, Business Strategy, Strategy Development, Financial Markets, Debt, Options, Bonds, Credit Risk, Financial Analysis, Equity Derivatives
Education
Princeton University 1987 — 1991
AB, Economics
Pine TRee
Pine TRee
Princeton University Rowing Association June 1991 - Present
Princeton National Rowing Association November 2011 - Present
Fremont Group March 2015 - Present
Citi October 2010 - February 2015
McKinsey & Company September 2006 - October 2010
JPMorgan Chase 2003 - 2005
Merrill Lynch 2002 - 2003
Goldman Sachs 1991 - 2002
Skills
Derivatives, Strategic Planning, Capital Markets, Management Consulting, Hedge Funds, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Fixed Income, Equities, Structured Products, FX, Trading, Securities, Risk Management, Risk, Structuring, Business Strategy, Strategy Development, Financial Markets, Debt, Options, Bonds, Credit Risk, Financial Analysis, Equity Derivatives
Education
Princeton University 1987 — 1991
AB, Economics
Pine TRee
Pine TRee
Dawoud Nasraty, CPA, MS Dawoud Nasraty, CPA, MS's Fremont Group Experience January 1996 - January 1999
Job Staff Consultant at The Brenner Group
Industry Accounting
Experience
The Brenner Group September 2014 - Present
WebSight Design, Inc. September 2011 - September 2014
Dawoud Nasraty Consulting September 2009 - August 2011
Roshan Telecom Development Company Afghanistan, Ltd. November 2006 - May 2009
Tides May 2004 - October 2006
Caravan Crossing, Inc. January 2002 - March 2004
Ernst & Young January 1999 - April 2001
Fremont Group January 1996 - January 1999
Chevys, Inc. July 1994 - October 1995
MZ Media Group, Inc. January 1994 - June 1994
Skills
Accounting, Budgets, Cash Flow Management, Cost Control, Financial Analysis, Financial Reporting, Financial Systems..., Forecasting, GAAP, Job Descriptions, Operational Streamlining, Organizational..., Recruitment/Retention, Performance Appraisal, Staff Management, Strategic Planning, Treasury Management, Management, Auditing, Finance, Cash Flow, Strategy, Internal Controls, Start-ups, Mergers & Acquisitions, Entrepreneurship, Valuation, SEC filings, Financial Audits, ERP, Portfolio Management, Financial Modeling, Managerial Finance, Corporate Finance, Venture Capital, General Ledger, Executive Management, Due Diligence
Education
University of San Francisco 2009 — 2011
MS, Financial Analysis
Golden Gate University 1995 — 1998
Undergraduate Certificate, Accounting
University of California, Berkeley 1988 — 1992
BA, Economics
Acalanes High School 1984 — 1988
The Brenner Group September 2014 - Present
WebSight Design, Inc. September 2011 - September 2014
Dawoud Nasraty Consulting September 2009 - August 2011
Roshan Telecom Development Company Afghanistan, Ltd. November 2006 - May 2009
Tides May 2004 - October 2006
Caravan Crossing, Inc. January 2002 - March 2004
Ernst & Young January 1999 - April 2001
Fremont Group January 1996 - January 1999
Chevys, Inc. July 1994 - October 1995
MZ Media Group, Inc. January 1994 - June 1994
Skills
Accounting, Budgets, Cash Flow Management, Cost Control, Financial Analysis, Financial Reporting, Financial Systems..., Forecasting, GAAP, Job Descriptions, Operational Streamlining, Organizational..., Recruitment/Retention, Performance Appraisal, Staff Management, Strategic Planning, Treasury Management, Management, Auditing, Finance, Cash Flow, Strategy, Internal Controls, Start-ups, Mergers & Acquisitions, Entrepreneurship, Valuation, SEC filings, Financial Audits, ERP, Portfolio Management, Financial Modeling, Managerial Finance, Corporate Finance, Venture Capital, General Ledger, Executive Management, Due Diligence
Education
University of San Francisco 2009 — 2011
MS, Financial Analysis
Golden Gate University 1995 — 1998
Undergraduate Certificate, Accounting
University of California, Berkeley 1988 — 1992
BA, Economics
Acalanes High School 1984 — 1988
Tracey Kirk-Johnson Tracey Kirk-Johnson's Fremont Group Experience March 2004 - February 2007
Job Licensed Realtor & Marketing Specialist at The Michael Walsh Realty Group
Industry Real Estate
Experience
The Michael Walsh Realty Group January 2014 - Present
Harcourts TCG Real Estate December 2010 - December 2013
Keller Williams Realty Mission Viejo December 2008 - December 2010
Park place Real Estate June 2007 - December 2008
Fremont Group March 2004 - February 2007
J.P. Morgan March 2002 - March 2004
VeriFone June 1987 - March 2002
Skills
First Time Home Buyers, Short Sales, Real Estate, Negotiation, Relocation, Sellers, Foreclosures, Marketing, Investors, Management, Referrals, Residential Homes, Sales, Customer Service, Investment Properties, REO, Buyer Representation, Condos, Single Family Homes, Listings, Real Estate Transactions, Strategic Planning, New Home Sales
Education
Concordia University Irvine 1984 — 1987
Bachelor's degree, Behavioral Sciences
Concordia University Irvine 1984 — 1986
Bachelor of Applied Science (B.A.Sc.), Behavioral Sciences
The Michael Walsh Realty Group January 2014 - Present
Harcourts TCG Real Estate December 2010 - December 2013
Keller Williams Realty Mission Viejo December 2008 - December 2010
Park place Real Estate June 2007 - December 2008
Fremont Group March 2004 - February 2007
J.P. Morgan March 2002 - March 2004
VeriFone June 1987 - March 2002
Skills
First Time Home Buyers, Short Sales, Real Estate, Negotiation, Relocation, Sellers, Foreclosures, Marketing, Investors, Management, Referrals, Residential Homes, Sales, Customer Service, Investment Properties, REO, Buyer Representation, Condos, Single Family Homes, Listings, Real Estate Transactions, Strategic Planning, New Home Sales
Education
Concordia University Irvine 1984 — 1987
Bachelor's degree, Behavioral Sciences
Concordia University Irvine 1984 — 1986
Bachelor of Applied Science (B.A.Sc.), Behavioral Sciences
Kevin Valentine's Fremont Group Experience April 2015 - Present
Job Technical Support Specialist at Fremont Group
Industry Information Technology and Services
Experience
Fremont Group April 2015 - Present
Fremont Group April 2015 - Present
Valentine Technical Services June 1994 - Present
Metabyte Inc. October 2010 - June 2014
DCM September 2006 - January 2011
GroundWork Open Source May 2008 - September 2009
Rainmaker Systems Inc. September 2006 - April 2008
Skills
Salesforce.com, SaaS, Lead Generation, Account Management, Sales Management, CRM, Business Development, Sales Process, Sales, New Business Development, Team Leadership, Direct Sales, Cloud Computing, Team Building, Start-ups, Recruiting, Cold Calling, Networking, Marketing, Training, Sales Operations
Education
Heald College, San Francisco 2010 — 2013
Associates of Applied Science Degreee, Information Technology with an Emphasis in Network Security Administration, 3.87 Final GPA
Heald College-San Francisco 1980 — 1982
Associate of Applied Science Degree (A.A.S.), Electronic Engineering Technology
Benjamin Franklin Institute of Technology 1979 — 1980
One Year Certificate, Computer Electronic Technology, 3.85
Northeastern University 1978 — 1979
Electrical Engineering
United States Air Force Academy 1977 — 1978
Military Science and Operational Studies
Fremont Group April 2015 - Present
Fremont Group April 2015 - Present
Valentine Technical Services June 1994 - Present
Metabyte Inc. October 2010 - June 2014
DCM September 2006 - January 2011
GroundWork Open Source May 2008 - September 2009
Rainmaker Systems Inc. September 2006 - April 2008
Skills
Salesforce.com, SaaS, Lead Generation, Account Management, Sales Management, CRM, Business Development, Sales Process, Sales, New Business Development, Team Leadership, Direct Sales, Cloud Computing, Team Building, Start-ups, Recruiting, Cold Calling, Networking, Marketing, Training, Sales Operations
Education
Heald College, San Francisco 2010 — 2013
Associates of Applied Science Degreee, Information Technology with an Emphasis in Network Security Administration, 3.87 Final GPA
Heald College-San Francisco 1980 — 1982
Associate of Applied Science Degree (A.A.S.), Electronic Engineering Technology
Benjamin Franklin Institute of Technology 1979 — 1980
One Year Certificate, Computer Electronic Technology, 3.85
Northeastern University 1978 — 1979
Electrical Engineering
United States Air Force Academy 1977 — 1978
Military Science and Operational Studies
Christina Song, CPA Christina Song, CPA's Fremont Group Experience May 2014 - Present
Job Accounting Manager at Fremont Group
Industry Accounting
Experience
Fremont Group May 2014 - Present
Blum Capital Partners November 2012 - May 2014
Hercules Technology Growth Capital November 2011 - January 2012
PwC October 2008 - November 2011
Skills
Accounting, Financial Reporting, CPA, Financial Accounting, Financial Analysis, GAAP, Internal Controls, SEC filings, Assurance, US GAAP, Auditing
Education
University of Southern California - Marshall School of Business
Master of Accounting, Accounting
University of California, Berkeley
Bachelor of Arts, Architecture
Fremont Group May 2014 - Present
Blum Capital Partners November 2012 - May 2014
Hercules Technology Growth Capital November 2011 - January 2012
PwC October 2008 - November 2011
Skills
Accounting, Financial Reporting, CPA, Financial Accounting, Financial Analysis, GAAP, Internal Controls, SEC filings, Assurance, US GAAP, Auditing
Education
University of Southern California - Marshall School of Business
Master of Accounting, Accounting
University of California, Berkeley
Bachelor of Arts, Architecture
Adam Borod Adam Borod's Fremont Group Experience September 2009 - July 2013
Job Vice President at RWN Management, LLC
Industry Venture Capital & Private Equity
Experience
RWN Management, LLC January 2015 - Present
Red Reef Partners January 2015 - Present
Emerging Infrastructure Capital Partners October 2013 - November 2014
Fremont Group September 2009 - July 2013
Citi Investment Banking Division August 2008 - November 2008
NYU - Stern August 2006 - May 2008
Citi Investment Banking Division May 2007 - August 2007
Huron Consulting Group July 2003 - July 2006
Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Alternative Investments, Business Analysis, Investments, Finance, Business Development, Financial Analysis, Investment Banking, Entrepreneurship, Equities, Business Strategy, LBO
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Management
Colgate University 1995 — 1999
B.A., Political Science
Milton Academy 1992 — 1995
High School
Shady Hill School 1988 — 1992
RWN Management, LLC January 2015 - Present
Red Reef Partners January 2015 - Present
Emerging Infrastructure Capital Partners October 2013 - November 2014
Fremont Group September 2009 - July 2013
Citi Investment Banking Division August 2008 - November 2008
NYU - Stern August 2006 - May 2008
Citi Investment Banking Division May 2007 - August 2007
Huron Consulting Group July 2003 - July 2006
Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Alternative Investments, Business Analysis, Investments, Finance, Business Development, Financial Analysis, Investment Banking, Entrepreneurship, Equities, Business Strategy, LBO
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Management
Colgate University 1995 — 1999
B.A., Political Science
Milton Academy 1992 — 1995
High School
Shady Hill School 1988 — 1992
David Hua David Hua's Fremont Group Experience June 2012 - October 2012
Job Staff Accountant at Mondee, Inc.
Industry Accounting
Experience
Mondee, Inc. August 2015 - Present
Bank of America September 2012 - August 2015
Fremont Group June 2012 - October 2012
Beta Pledging Class of Alpha Kappa Psi February 2012 - May 2012
Asian Live Seafood July 2011 - January 2012
Tutti Frutti March 2010 - July 2011
Fry's Electronics August 2010 - May 2011
Target October 2009 - January 2010
Skills
Customer Service, Communication, Bilingualism, Microsoft Office, Time Management, Leadership, Teamwork, Bookkeeping, Sales, Fundraising, Microsoft Excel, Auditing, Retail, PowerPoint, Data Entry, Microsoft Word, Social Networking
Education
San Francisco State University 2011 — 2012
Bachelor of Science (B.S.), Business Administration: Accounting
De Anza College 2008 — 2011
Bachelor of Science (B.S.), Business Administration: Accounting
Fremont High School 2004 — 2008
Diploma
Mondee, Inc. August 2015 - Present
Bank of America September 2012 - August 2015
Fremont Group June 2012 - October 2012
Beta Pledging Class of Alpha Kappa Psi February 2012 - May 2012
Asian Live Seafood July 2011 - January 2012
Tutti Frutti March 2010 - July 2011
Fry's Electronics August 2010 - May 2011
Target October 2009 - January 2010
Skills
Customer Service, Communication, Bilingualism, Microsoft Office, Time Management, Leadership, Teamwork, Bookkeeping, Sales, Fundraising, Microsoft Excel, Auditing, Retail, PowerPoint, Data Entry, Microsoft Word, Social Networking
Education
San Francisco State University 2011 — 2012
Bachelor of Science (B.S.), Business Administration: Accounting
De Anza College 2008 — 2011
Bachelor of Science (B.S.), Business Administration: Accounting
Fremont High School 2004 — 2008
Diploma
Daniel Goldsmith Daniel Goldsmith's Fremont Group Experience July 2003 - July 2004
Job
Industry Information Services
Experience
Pearson January 2015 - Present
Eduventures 2013 - Present
MIT Sloan School of Management October 2011 - Present
PA Consulting Group 2011 - 2013
MIT June 2010 - October 2011
MIT Sloan School of Management March 2005 - October 2011
Fremont Group July 2003 - July 2004
United States Senate July 2001 - March 2003
Skills
Data Analysis, Policy Analysis, Business Strategy, Research, Public Policy, Higher Education, Market Research, Sales, Business Development, Management Consulting
Education
Brandeis International Business School 2004 — 2006
MBA
University of Virginia 1997 — 2001
BA, American Government
Pearson January 2015 - Present
Eduventures 2013 - Present
MIT Sloan School of Management October 2011 - Present
PA Consulting Group 2011 - 2013
MIT June 2010 - October 2011
MIT Sloan School of Management March 2005 - October 2011
Fremont Group July 2003 - July 2004
United States Senate July 2001 - March 2003
Skills
Data Analysis, Policy Analysis, Business Strategy, Research, Public Policy, Higher Education, Market Research, Sales, Business Development, Management Consulting
Education
Brandeis International Business School 2004 — 2006
MBA
University of Virginia 1997 — 2001
BA, American Government
Alex Mooradian Alex Mooradian's Fremont Group Experience 1999 - 2000
Job Entrepreneur
Industry Venture Capital & Private Equity
Experience
Commutr November 2014 - May 2015
Readyforce (sold to InternMatch) 2011 - 2014
Readyforce (sold to InternMatch) 2010 - 2011
The Eureka Group 2006 - 2009
Eos Partners 2004 - 2006
Berry Plastics June 2003 - August 2003
First Atlantic Capital 2001 - 2002
Learning In Progress, Inc. 2000 - 2001
Fremont Group 1999 - 2000
Merrill Lynch 1997 - 1999
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Georgetown University 1993 — 1997
BSBA, Finance
Rye Country Day School
Commutr November 2014 - May 2015
Readyforce (sold to InternMatch) 2011 - 2014
Readyforce (sold to InternMatch) 2010 - 2011
The Eureka Group 2006 - 2009
Eos Partners 2004 - 2006
Berry Plastics June 2003 - August 2003
First Atlantic Capital 2001 - 2002
Learning In Progress, Inc. 2000 - 2001
Fremont Group 1999 - 2000
Merrill Lynch 1997 - 1999
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Georgetown University 1993 — 1997
BSBA, Finance
Rye Country Day School
Laura Contreras Laura Contreras's Fremont Group Experience March 2015 - Present
Job Client Relations Manager at Fremont Group
Industry Investment Management
Experience
Fremont Group March 2015 - Present
Bernstein Global Wealth Management November 2012 - March 2015
Bernstein Global Wealth Management November 2009 - October 2012
PricewaterhouseCoopers January 2007 - October 2009
Skills
Series 9, Series 10, Series 7, Series 63, Alternative Investments, Auditing, CPA, FINRA, Hedge Funds, Management, Asset Management
Education
University of California, Los Angeles 2001 — 2005
BA, International Economics
Fremont Group March 2015 - Present
Bernstein Global Wealth Management November 2012 - March 2015
Bernstein Global Wealth Management November 2009 - October 2012
PricewaterhouseCoopers January 2007 - October 2009
Skills
Series 9, Series 10, Series 7, Series 63, Alternative Investments, Auditing, CPA, FINRA, Hedge Funds, Management, Asset Management
Education
University of California, Los Angeles 2001 — 2005
BA, International Economics
Vivek Loganathan's Fremont Group Experience February 2013 - June 2013
Job Capital Markets Analyst at Bridge Investment Group Partners
Industry Investment Management
Experience
Bridge Investment Group Partners August 2014 - Present
Western Peaks Financial Corporation September 2013 - June 2014
Fremont Group February 2013 - June 2013
Haas School of Business August 2011 - May 2013
Wells Fargo June 2012 - August 2012
Center for Nonprofit and Public Leadership October 2011 - May 2012
Lester Center for Entrepreneurship and Innovation January 2011 - May 2011
Skills
Dreamweaver, Photoshop, Microsoft Excel, R, HTML, Financial Modeling, Market Research, Sales, Real Estate, Public Speaking, Valuation
Education
University of California, Berkeley 2010 — 2013
BA, Statistics
Lynbrook High School 2006 — 2010
Bridge Investment Group Partners August 2014 - Present
Western Peaks Financial Corporation September 2013 - June 2014
Fremont Group February 2013 - June 2013
Haas School of Business August 2011 - May 2013
Wells Fargo June 2012 - August 2012
Center for Nonprofit and Public Leadership October 2011 - May 2012
Lester Center for Entrepreneurship and Innovation January 2011 - May 2011
Skills
Dreamweaver, Photoshop, Microsoft Excel, R, HTML, Financial Modeling, Market Research, Sales, Real Estate, Public Speaking, Valuation
Education
University of California, Berkeley 2010 — 2013
BA, Statistics
Lynbrook High School 2006 — 2010
Marc Mahon Marc Mahon's Fremont Group Experience September 2001 - January 2003
Job Chief Financial Officer at Parnassus Investments
Industry Investment Management
Experience
Parnassus Investments July 2004 - Present
Paul Capital Partners January 2003 - June 2004
Fremont Group September 2001 - January 2003
Barclays Global Investors January 2000 - September 2001
Education
California State University-Hayward - School of Business and Economics 2003 — 2004
M.B.A., Finance
Arizona State University 1997 — 1999
B.S., Finance
Diablo Valley College 1995 — 1997
General Studies
Parnassus Investments July 2004 - Present
Paul Capital Partners January 2003 - June 2004
Fremont Group September 2001 - January 2003
Barclays Global Investors January 2000 - September 2001
Education
California State University-Hayward - School of Business and Economics 2003 — 2004
M.B.A., Finance
Arizona State University 1997 — 1999
B.S., Finance
Diablo Valley College 1995 — 1997
General Studies
Scott Earthy Scott Earthy's Fremont Group Experience May 2012 - Present
Job Managing Partner of Fremont Private Holdings
Industry Investment Management
Experience
Fremont Group May 2012 - Present
Skills
Private Equity, Principal Investing, Family Office, Alternative Investments, Portfolio Management, Hedge Funds, operating, Investments, Investment Management, Bonds, Equities, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2001 — 2003
MBA
Queen's University 1993 — 1997
B.Comm
Fremont Group May 2012 - Present
Skills
Private Equity, Principal Investing, Family Office, Alternative Investments, Portfolio Management, Hedge Funds, operating, Investments, Investment Management, Bonds, Equities, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2001 — 2003
MBA
Queen's University 1993 — 1997
B.Comm
Doug Waite, CPA's Fremont Group Experience January 2006 - June 2007
Job Owner, LexTax
Industry Accounting
Experience
LexTax January 2012 - Present
PricewaterhouseCoopers June 2007 - July 2009
Fremont Group January 2006 - June 2007
Frank, Rimerman + Co. LLP July 2004 - March 2005
BCRS Associates LLC January 2000 - May 2004
Anchin, Block & Anchin LLP April 1999 - December 1999
OFFITBANK June 1998 - April 1999
Coopers & Lybrand January 1995 - June 1998
Wayker Morrison & Co. January 1993 - November 1994
St. Clair, Easton & Associates January 1992 - August 1992
Skills
High Net Worth..., Small Business Tax, Expatriate Tax, Cash Management, Corporate Tax, Trusted Advisor, Trust Taxation, Private Foundations, Partnership Taxation, Financial Accounting, Cloud Applications, Referrals, Accounting, Tax Preparation, Bookkeeping, Cash Flow, Financial Planners, Income Tax, Tax Accounting, US GAAP, Tax, IRS, CPA, S Corporations, Tax Law, SEC filings, Revenue Recognition, Strategic Financial..., Tax Research, GAAP, Estate Tax Planning, Tax Returns, Tax Advisory
Education
Rutgers, The State University of New Jersey-Camden 1987 — 1991
BS, Accounting
Camden County College 1985 — 1987
AS, Business Administration
Cinnaminson High School 1981 — 1985
LexTax January 2012 - Present
PricewaterhouseCoopers June 2007 - July 2009
Fremont Group January 2006 - June 2007
Frank, Rimerman + Co. LLP July 2004 - March 2005
BCRS Associates LLC January 2000 - May 2004
Anchin, Block & Anchin LLP April 1999 - December 1999
OFFITBANK June 1998 - April 1999
Coopers & Lybrand January 1995 - June 1998
Wayker Morrison & Co. January 1993 - November 1994
St. Clair, Easton & Associates January 1992 - August 1992
Skills
High Net Worth..., Small Business Tax, Expatriate Tax, Cash Management, Corporate Tax, Trusted Advisor, Trust Taxation, Private Foundations, Partnership Taxation, Financial Accounting, Cloud Applications, Referrals, Accounting, Tax Preparation, Bookkeeping, Cash Flow, Financial Planners, Income Tax, Tax Accounting, US GAAP, Tax, IRS, CPA, S Corporations, Tax Law, SEC filings, Revenue Recognition, Strategic Financial..., Tax Research, GAAP, Estate Tax Planning, Tax Returns, Tax Advisory
Education
Rutgers, The State University of New Jersey-Camden 1987 — 1991
BS, Accounting
Camden County College 1985 — 1987
AS, Business Administration
Cinnaminson High School 1981 — 1985
Nosa Okunmwendia, MBA Nosa Okunmwendia, MBA's Fremont Group Experience March 2015 - Present
Job Financial Operations at Earnest Inc.
Industry Accounting
Experience
Earnest Inc. July 2015 - Present
Fremont Group March 2015 - Present
Teespring (Startup) October 2014 - December 2014
CafePress Inc. June 2014 - October 2014
BorgFence January 2014 - June 2014
Smeed CPA, Inc. October 2009 - November 2012
Skills
Account Reconciliation, Accounts Payable, QuickBooks, General Ledger, Accounting, Microsoft Office, Finance, Payroll, Microsoft Excel, Accounts Receivable, SAP, Microsoft Word, Budgets, Auditing, Excel, Word, PowerPoint, MS Excel Pivot Tables, Total Quality Management, ISO 9000 Standard, ISO 4000, Lean Management, Financial Analysis, Cash Flow, Invoicing, Management, Cost Accounting, Financial Operations, Internal, Bill.com, Looker, Asana, Slack
Education
University of Phoenix 2012 — 2013
MBA, MBA, 3.6
California State University-Chico 2007 — 2009
BS, Management & Service Pattern Finance
Earnest Inc. July 2015 - Present
Fremont Group March 2015 - Present
Teespring (Startup) October 2014 - December 2014
CafePress Inc. June 2014 - October 2014
BorgFence January 2014 - June 2014
Smeed CPA, Inc. October 2009 - November 2012
Skills
Account Reconciliation, Accounts Payable, QuickBooks, General Ledger, Accounting, Microsoft Office, Finance, Payroll, Microsoft Excel, Accounts Receivable, SAP, Microsoft Word, Budgets, Auditing, Excel, Word, PowerPoint, MS Excel Pivot Tables, Total Quality Management, ISO 9000 Standard, ISO 4000, Lean Management, Financial Analysis, Cash Flow, Invoicing, Management, Cost Accounting, Financial Operations, Internal, Bill.com, Looker, Asana, Slack
Education
University of Phoenix 2012 — 2013
MBA, MBA, 3.6
California State University-Chico 2007 — 2009
BS, Management & Service Pattern Finance
Aaron Goldman Aaron Goldman's Fremont Group Experience 2000 - 2005
Job Principal at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic January 2014 - Present
General Atlantic August 2007 - December 2013
Texas Pacific Group 2006 - 2006
Fremont Group 2000 - 2005
DLJ 1999 - 2000
Skills
Private Equity, Due Diligence, Financial Analysis, Venture Capital, Corporate Development, Mergers, Valuation, Financial Modeling, LBO, Investment Banking, Corporate Finance, Growth Capital, Investments, Equities, Start-ups, Emerging Markets, Entrepreneurship
Education
Harvard Business School 2005 — 2007
Masters, Business Administration
Wharton School, University of Pennsylvania 1995 — 1999
Bachelor of Science, Economics
General Atlantic January 2014 - Present
General Atlantic August 2007 - December 2013
Texas Pacific Group 2006 - 2006
Fremont Group 2000 - 2005
DLJ 1999 - 2000
Skills
Private Equity, Due Diligence, Financial Analysis, Venture Capital, Corporate Development, Mergers, Valuation, Financial Modeling, LBO, Investment Banking, Corporate Finance, Growth Capital, Investments, Equities, Start-ups, Emerging Markets, Entrepreneurship
Education
Harvard Business School 2005 — 2007
Masters, Business Administration
Wharton School, University of Pennsylvania 1995 — 1999
Bachelor of Science, Economics
Angela Ko's Fremont Group Experience July 2015 - Present
Job Manager at Fremont Group
Industry Financial Services
Experience
Fremont Group July 2015 - Present
Citi August 2011 - June 2015
Citi April 2009 - August 2011
Citi July 2006 - April 2009
Yahoo May 2005 - July 2005
Yahoo May 2004 - July 2004
Skills
Financial Analysis, Capital Markets, Investment Banking, Financial Modeling, Business Strategy, Strategic Planning, Competitive Analysis, Banking, Analytics, Equities, Strategy, Fixed Income, Corporate Finance, Finance, Management
Education
The Johns Hopkins University 2002 — 2006
Fremont Group July 2015 - Present
Citi August 2011 - June 2015
Citi April 2009 - August 2011
Citi July 2006 - April 2009
Yahoo May 2005 - July 2005
Yahoo May 2004 - July 2004
Skills
Financial Analysis, Capital Markets, Investment Banking, Financial Modeling, Business Strategy, Strategic Planning, Competitive Analysis, Banking, Analytics, Equities, Strategy, Fixed Income, Corporate Finance, Finance, Management
Education
The Johns Hopkins University 2002 — 2006
Blake Winchell's Fremont Group Experience 1998 - Present
Job Member Board of Directors at Cereve Inc.
Industry Venture Capital & Private Equity
Experience
Partner Ventures October 2009 - Present
Fremont Group 1998 - Present
eSilicon December 2006 - Present
Twelvefold December 2012 - Present
Cereve Inc. July 2015 - Present
IE Business School 2010 - Present
IE Business School 1999 - Present
Akkadian Ventures 2010 - Present
Adara Ventures 2002 - Present
Atrenta February 2010 - August 2015
Skills
Start-ups, Business Strategy, Venture Capital, Mergers, Private Equity, Product Management, Project Finance, Executive Management, SaaS, Management, Entrepreneurship, Product Marketing, Mergers & Acquisitions, Portfolio Management, Business Development, New Business Development, Alternative Investments, Investments, Hedge Funds, Strategy, Corporate Development, Corporate Finance, Strategic Planning, Contract Negotiation, Financial Modeling, Due Diligence, Strategic Consulting, E-commerce, Asset Management, Valuation, Competitive Analysis, International Business, University Teaching, Management Consulting, Business Planning, Angel Investing, Strategic Partnerships, Emerging Markets, M&A experience, Finance, IPO
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance, Marketing
Cornell University - Johnson Graduate School of Management 1975 — 1975
Accounting
Dartmouth College 1971 — 1975
AB, English, Economics
Partner Ventures October 2009 - Present
Fremont Group 1998 - Present
eSilicon December 2006 - Present
Twelvefold December 2012 - Present
Cereve Inc. July 2015 - Present
IE Business School 2010 - Present
IE Business School 1999 - Present
Akkadian Ventures 2010 - Present
Adara Ventures 2002 - Present
Atrenta February 2010 - August 2015
Skills
Start-ups, Business Strategy, Venture Capital, Mergers, Private Equity, Product Management, Project Finance, Executive Management, SaaS, Management, Entrepreneurship, Product Marketing, Mergers & Acquisitions, Portfolio Management, Business Development, New Business Development, Alternative Investments, Investments, Hedge Funds, Strategy, Corporate Development, Corporate Finance, Strategic Planning, Contract Negotiation, Financial Modeling, Due Diligence, Strategic Consulting, E-commerce, Asset Management, Valuation, Competitive Analysis, International Business, University Teaching, Management Consulting, Business Planning, Angel Investing, Strategic Partnerships, Emerging Markets, M&A experience, Finance, IPO
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance, Marketing
Cornell University - Johnson Graduate School of Management 1975 — 1975
Accounting
Dartmouth College 1971 — 1975
AB, English, Economics
GP (Greg) Pszonek GP (Greg) Pszonek's Fremont Group Experience November 2001 - April 2002
Job Senior Change Management Consultant at Pacific Gas and Electric Company
Industry Management Consulting
Experience
Pacific Gas and Electric Company April 2015 - Present
Littler Mendelson March 2014 - January 2015
Salesforce November 2012 - November 2013
University of California Office of the President March 2012 - November 2012
AAA NCNU August 2009 - April 2011
AAA NCNU September 2005 - August 2009
AAA NCNU October 2003 - September 2005
AAA NCNU November 2002 - October 2003
FREMONT GROUP November 2001 - April 2002
CHARLES SCHWAB March 2000 - November 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
Pacific Gas and Electric Company April 2015 - Present
Littler Mendelson March 2014 - January 2015
Salesforce November 2012 - November 2013
University of California Office of the President March 2012 - November 2012
AAA NCNU August 2009 - April 2011
AAA NCNU September 2005 - August 2009
AAA NCNU October 2003 - September 2005
AAA NCNU November 2002 - October 2003
FREMONT GROUP November 2001 - April 2002
CHARLES SCHWAB March 2000 - November 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
Erich Beringer Erich Beringer's Fremont Group Experience May 1993 - June 1996
Job President, Southbridge Capital, Inc.
Industry Real Estate
Experience
Southbridge Capital, Inc July 2009 - Present
Scripps Investments & Loans, Inc June 2004 - April 2009
Old Standard Life Insurance Co October 2000 - June 2004
Mills Corporation October 1997 - June 1999
CarrAmerica Realty Corp July 1996 - September 1997
Fremont Group May 1993 - June 1996
American Real Estate Group/American Savings Bank December 1991 - March 1993
Metropolitan Life Insurance Co June 1990 - November 1991
Smithy Braedon Co July 1986 - November 1989
Price Waterhouse May 1984 - June 1986
Education
Georgetown University
BSBA, Accounting
Southbridge Capital, Inc July 2009 - Present
Scripps Investments & Loans, Inc June 2004 - April 2009
Old Standard Life Insurance Co October 2000 - June 2004
Mills Corporation October 1997 - June 1999
CarrAmerica Realty Corp July 1996 - September 1997
Fremont Group May 1993 - June 1996
American Real Estate Group/American Savings Bank December 1991 - March 1993
Metropolitan Life Insurance Co June 1990 - November 1991
Smithy Braedon Co July 1986 - November 1989
Price Waterhouse May 1984 - June 1986
Education
Georgetown University
BSBA, Accounting
Jimmy Wouters (MCTS)'s Fremont Group Experience January 2015 - Present
Job Technical Support Specialist @Fremont Group
Industry Information Technology and Services
Experience
Fremont Group January 2015 - Present
Fremont Group December 2014 - January 2015
Jewish Hospital & St. Mary's HealthCare October 2014 - November 2014
John Muir Health August 2013 - October 2014
BNY Mellon June 2013 - August 2013
Otis Spunkmeyer January 2013 - April 2013
ABBYY Language Services July 2012 - November 2012
GoPro June 2012 - July 2012
DKS Computer Services, San Francisco, CA December 2011 - June 2012
Network Equipment Technologies July 2007 - August 2010
Skills
Active Directory, Windows Server, Troubleshooting, Servers, Networking, Technical Support, Windows 7, Data Center, VPN, Operating Systems, Switches, Security, Cloud Computing, Testing, Enterprise Software, Wireless, Customer Service, Technical Recruiting, VMware, Virtualization, System Administration, Business Analysis, VoIP, Telecommunications, Linux, Network Administration, Account Management, Management, OSPF, Recruiting, Program Management, Team Building, Routers, Team Leadership, Epic Systems, SSO, Wireless Networking, Information Technology, Hardware, Citrix, System Deployment, Help Desk Support, Disaster Recovery, Windows XP, Microsoft Exchange, Software Installation, Firewalls
Education
Computer Training Academy 1999 — 1999
LAN Technician Specialist, Computer and Information Sciences and Support Services
Chabot College
Fremont Group January 2015 - Present
Fremont Group December 2014 - January 2015
Jewish Hospital & St. Mary's HealthCare October 2014 - November 2014
John Muir Health August 2013 - October 2014
BNY Mellon June 2013 - August 2013
Otis Spunkmeyer January 2013 - April 2013
ABBYY Language Services July 2012 - November 2012
GoPro June 2012 - July 2012
DKS Computer Services, San Francisco, CA December 2011 - June 2012
Network Equipment Technologies July 2007 - August 2010
Skills
Active Directory, Windows Server, Troubleshooting, Servers, Networking, Technical Support, Windows 7, Data Center, VPN, Operating Systems, Switches, Security, Cloud Computing, Testing, Enterprise Software, Wireless, Customer Service, Technical Recruiting, VMware, Virtualization, System Administration, Business Analysis, VoIP, Telecommunications, Linux, Network Administration, Account Management, Management, OSPF, Recruiting, Program Management, Team Building, Routers, Team Leadership, Epic Systems, SSO, Wireless Networking, Information Technology, Hardware, Citrix, System Deployment, Help Desk Support, Disaster Recovery, Windows XP, Microsoft Exchange, Software Installation, Firewalls
Education
Computer Training Academy 1999 — 1999
LAN Technician Specialist, Computer and Information Sciences and Support Services
Chabot College
Andrew Santos Andrew Santos's Fremont Group Experience August 2008 - November 2011
Job Technical Support at Hologic
Industry Medical Devices
Experience
Hologic May 2012 - Present
Fremont Group August 2008 - November 2011
World Savings/ Wachovia February 2004 - August 2008
Fremont Bank February 2001 - February 2004
Skills
Vendor Management, Business Analysis, Disaster Recovery, Project Management, Process Improvement, Cross-functional Team...
Education
Heald College 2001 — 2003
Associate's Degree, Computer Technology
San Francisco Conservatory of Music 1997 — 1998
Bachelor of Music, Voice and Opera
Hologic May 2012 - Present
Fremont Group August 2008 - November 2011
World Savings/ Wachovia February 2004 - August 2008
Fremont Bank February 2001 - February 2004
Skills
Vendor Management, Business Analysis, Disaster Recovery, Project Management, Process Improvement, Cross-functional Team...
Education
Heald College 2001 — 2003
Associate's Degree, Computer Technology
San Francisco Conservatory of Music 1997 — 1998
Bachelor of Music, Voice and Opera
Hyemi Lauryn Lee Hyemi Lauryn Lee's Fremont Group Experience February 2012 - April 2012
Job Senior Tax Staff at Seiler LLP
Industry Accounting
Experience
Seiler LLP January 2013 - Present
Palo Alto Networks June 2012 - November 2012
Fremont Group February 2012 - April 2012
Tax-aid February 2012 - April 2012
Hyundai Home Shopping Network December 2007 - July 2009
MJ Inc. June 2006 - December 2006
Education
Golden Gate University 2009 — 2012
Master's degree, Accounting
Yonsei University 2003 — 2008
Bachelor of Art, Clothing and Textiles
California State University-Long Beach 2006 — 2006
Exchange Student Program
Seiler LLP January 2013 - Present
Palo Alto Networks June 2012 - November 2012
Fremont Group February 2012 - April 2012
Tax-aid February 2012 - April 2012
Hyundai Home Shopping Network December 2007 - July 2009
MJ Inc. June 2006 - December 2006
Education
Golden Gate University 2009 — 2012
Master's degree, Accounting
Yonsei University 2003 — 2008
Bachelor of Art, Clothing and Textiles
California State University-Long Beach 2006 — 2006
Exchange Student Program
David M Arditi David M Arditi's Fremont Group Experience July 2002 - May 2004
Job Founding Partner Aria Development Group
Industry Real Estate
Experience
Aria Development Group November 2009 - Present
Cardinal Development Corp April 2004 - Present
Fremont Group July 2002 - May 2004
The Blackstone Group July 1999 - July 2002
Skills
Investments, Real Estate, Real Estate Development, Restructuring, Acquisitions, Investors, Management, Financial Services, Condos, Private Equity, Due Diligence, Asset Management, Valuation, Financial Advisory, Real Estate Economics, Financial Modeling
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2007 — 2008
MSRED
Emory University - Goizueta Business School 1997 — 1999
BBA, Finance
Lycee Janson de Sailly 1991 — 1993
Bacalaureat, Mathematics and Sciences
The Dalton School 1985 — 1991
Aria Development Group November 2009 - Present
Cardinal Development Corp April 2004 - Present
Fremont Group July 2002 - May 2004
The Blackstone Group July 1999 - July 2002
Skills
Investments, Real Estate, Real Estate Development, Restructuring, Acquisitions, Investors, Management, Financial Services, Condos, Private Equity, Due Diligence, Asset Management, Valuation, Financial Advisory, Real Estate Economics, Financial Modeling
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2007 — 2008
MSRED
Emory University - Goizueta Business School 1997 — 1999
BBA, Finance
Lycee Janson de Sailly 1991 — 1993
Bacalaureat, Mathematics and Sciences
The Dalton School 1985 — 1991
Myrna Cabrera Myrna Cabrera's Fremont Group Experience July 2008 - Present
Job EA
Industry Financial Services
Experience
Fremont Group July 2008 - Present
KPMG LLP September 1999 - June 2008
Skills
Tax, Tax Accounting, Tax Research, Income Tax, Tax Preparation, Tax Returns, Partnership Taxation
Education
University of Santo Tomas 1986 — 1991
Bachelor of Science (B.S.), Industrial Engineering
Fremont Group July 2008 - Present
KPMG LLP September 1999 - June 2008
Skills
Tax, Tax Accounting, Tax Research, Income Tax, Tax Preparation, Tax Returns, Partnership Taxation
Education
University of Santo Tomas 1986 — 1991
Bachelor of Science (B.S.), Industrial Engineering
Mark Muntean Mark Muntean's Fremont Group Experience February 1989 - September 1997
Job Attorney at Law
Industry Law Practice
Experience
Mark Muntean Attorney at Law December 2008 - Present
Jeffer Mangels Butler & Mitchell LLP November 2006 - September 2009
Fremont Group February 1989 - September 1997
Shell Oil Company May 1984 - February 1989
Skills
Mergers, LLC, Real Property, Divestitures, Property Tax, International Tax, Federal Tax, Criminal Law, Start-ups, Negotiation, Intellectual Property, Private Equity, Real Estate, Investments, Tax Law, Tax Controversy, Corporate Law, Structuring, Mediation, Contract Negotiation, Negotiating Contracts, Business Transactions, Due Diligence, Mergers & Acquisitions, Tax
Education
Georgetown University Law Center 1982 — 1984
LLM, Tax
University of Dayton School of Law 1978 — 1981
JD, LAW
Whittier College 1974 — 1978
BA, Economics
Western Reserve Academy 1970 — 1974
Mark Muntean Attorney at Law December 2008 - Present
Jeffer Mangels Butler & Mitchell LLP November 2006 - September 2009
Fremont Group February 1989 - September 1997
Shell Oil Company May 1984 - February 1989
Skills
Mergers, LLC, Real Property, Divestitures, Property Tax, International Tax, Federal Tax, Criminal Law, Start-ups, Negotiation, Intellectual Property, Private Equity, Real Estate, Investments, Tax Law, Tax Controversy, Corporate Law, Structuring, Mediation, Contract Negotiation, Negotiating Contracts, Business Transactions, Due Diligence, Mergers & Acquisitions, Tax
Education
Georgetown University Law Center 1982 — 1984
LLM, Tax
University of Dayton School of Law 1978 — 1981
JD, LAW
Whittier College 1974 — 1978
BA, Economics
Western Reserve Academy 1970 — 1974
Stephen Lee, CFA's Fremont Group Experience 2007 - 2008
Job
Industry Investment Management
Experience
Kaiser Permanente 2012 - Present
Fremont Group 2007 - 2008
Wells Fargo 2006 - 2007
Santa Clara University 2003 - 2006
Mellon Capital Management 2000 - 2003
State Street of California 1999 - 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Fixed Income, Derivatives, Project Management, Equities, Investments, Hedge Funds, Competitive Analysis, Valuation, Alternative Investments, Business Analysis, Financial Analysis, Equity Research, Private Equity, Emerging Markets, Quantitative Analytics, Asset Management, Corporate Finance, Finance
Education
Santa Clara University 2003 — 2006
MBA
University of California, Berkeley 1993 — 1998
BA
Kaiser Permanente 2012 - Present
Fremont Group 2007 - 2008
Wells Fargo 2006 - 2007
Santa Clara University 2003 - 2006
Mellon Capital Management 2000 - 2003
State Street of California 1999 - 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Fixed Income, Derivatives, Project Management, Equities, Investments, Hedge Funds, Competitive Analysis, Valuation, Alternative Investments, Business Analysis, Financial Analysis, Equity Research, Private Equity, Emerging Markets, Quantitative Analytics, Asset Management, Corporate Finance, Finance
Education
Santa Clara University 2003 — 2006
MBA
University of California, Berkeley 1993 — 1998
BA
Yingrong Wu's Fremont Group Experience 2007 - Present
Job Manager of Accounting and Financial Reporting at Fremont Group
Industry Investment Management
Experience
Fremont Group 2007 - Present
Bechtel 2001 - 2007
PricewaterhouseCoopers 1998 - 1999
Skills
Financial Reporting
Education
Fudan University
B.S.
University of Central Florida
MBA
Fremont Group 2007 - Present
Bechtel 2001 - 2007
PricewaterhouseCoopers 1998 - 1999
Skills
Financial Reporting
Education
Fudan University
B.S.
University of Central Florida
MBA
Alexander Guldbeck's Fremont Group Experience September 1999 - March 2006
Job WordPress Developer, WordPress Consultant, Web Developer, Web Designer
Industry Internet
Experience
Alex Guldbeck, Consultant August 2013 - Present
Astadia March 2013 - August 2013
HarvestMark, Inc. June 2012 - October 2012
Genworth Financial October 2009 - January 2012
Genesys Telecommunications December 2008 - September 2009
SuccessFactors July 2007 - November 2008
University of San Francisco School of Law May 2006 - June 2007
Fremont Group September 1999 - March 2006
TOTALNet October 1998 - April 1999
Skills
CMS, Content Management, Content Strategy, Copy Editing, CSS, Drupal, Eloqua, ExactTarget, HTML, Illustrator, InDesign, Information Architecture, Interaction Design, Internationalization, Joomla, Localization, Marketing Automation, MySQL, NLP, Photoshop, PHP, Process Mapping, Sitecore, Social Media, Software Training, Taxonomy, User Research, Visio, Web 2.0, Web Editing, Wordpress, Exceptional People..., User Interface, WordPress, Web Analytics, Website Development, Web Applications, User Experience, Business Process Mapping, Hands-on Training, Web Design, SEO, Web Content Management, Online Marketing, Integrated Marketing, Usability, Marketing Communications, SharePoint, Content Development, Blogging
Education
University of Texas at Edinburg 1991 — 1992
Secondary Teaching Certification, Education
Oberlin College 1987 — 1991
B.A., History
School for International Training 1989 — 1990
NA, Classical Arabic
Allendale Columbia 1983 — 1987
High School
Alex Guldbeck, Consultant August 2013 - Present
Astadia March 2013 - August 2013
HarvestMark, Inc. June 2012 - October 2012
Genworth Financial October 2009 - January 2012
Genesys Telecommunications December 2008 - September 2009
SuccessFactors July 2007 - November 2008
University of San Francisco School of Law May 2006 - June 2007
Fremont Group September 1999 - March 2006
TOTALNet October 1998 - April 1999
Skills
CMS, Content Management, Content Strategy, Copy Editing, CSS, Drupal, Eloqua, ExactTarget, HTML, Illustrator, InDesign, Information Architecture, Interaction Design, Internationalization, Joomla, Localization, Marketing Automation, MySQL, NLP, Photoshop, PHP, Process Mapping, Sitecore, Social Media, Software Training, Taxonomy, User Research, Visio, Web 2.0, Web Editing, Wordpress, Exceptional People..., User Interface, WordPress, Web Analytics, Website Development, Web Applications, User Experience, Business Process Mapping, Hands-on Training, Web Design, SEO, Web Content Management, Online Marketing, Integrated Marketing, Usability, Marketing Communications, SharePoint, Content Development, Blogging
Education
University of Texas at Edinburg 1991 — 1992
Secondary Teaching Certification, Education
Oberlin College 1987 — 1991
B.A., History
School for International Training 1989 — 1990
NA, Classical Arabic
Allendale Columbia 1983 — 1987
High School
Juan Villalona's Fremont Group Experience November 1996 - February 2001
Job Sr. Data Management Developer at GuthyRenker
Industry Consumer Goods
Experience
Guthy-Renker April 2013 - Present
Mattel May 2006 - March 2013
Toyota February 2001 - May 2006
Fremont Group November 1996 - February 2001
Skills
Data Warehousing, Business Intelligence, Cognos, Data Modeling, ETL, Oracle, Business Analysis, Dimensional Modeling, Microsoft SQL Server, Databases, SQL, Business Intelligence..., PL/SQL, Enterprise Architecture, IT Management
Education
Borough of Manhattan Community College
Associate of Arts (A.A.) Data Processing
California State University-Dominguez Hills
Bachelor of Science (B.S.), Computer Science
Guthy-Renker April 2013 - Present
Mattel May 2006 - March 2013
Toyota February 2001 - May 2006
Fremont Group November 1996 - February 2001
Skills
Data Warehousing, Business Intelligence, Cognos, Data Modeling, ETL, Oracle, Business Analysis, Dimensional Modeling, Microsoft SQL Server, Databases, SQL, Business Intelligence..., PL/SQL, Enterprise Architecture, IT Management
Education
Borough of Manhattan Community College
Associate of Arts (A.A.) Data Processing
California State University-Dominguez Hills
Bachelor of Science (B.S.), Computer Science
Amanda Burdick's Fremont Group Experience October 2008 - June 2014
Job Associate at Blue Ridge Partners
Industry Financial Services
Experience
Blue Ridge Partners Management Consulting June 2014 - Present
Fremont Group October 2008 - June 2014
Henderson Global Investors June 2006 - May 2008
JPMorgan Chase January 2006 - June 2006
JPMorgan Chase February 2004 - January 2006
JPMorgan Chase January 2003 - February 2004
Skills
Financial Reporting, Market Research, Corporate Finance, Portfolio Management, Equities, Access, Fixed Income, Hedge Funds, Asset Management, Economics, Due Diligence, Valuation, Finance, Venture Capital, Microsoft Excel, Equity Research, Capital Markets, Accounting, Financial Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA, Concentrations in Finance, Accounting and Economics, 3.8 / 4.0
University of Wisconsin-Madison 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General, 3.7 / 4.0
Blue Ridge Partners Management Consulting June 2014 - Present
Fremont Group October 2008 - June 2014
Henderson Global Investors June 2006 - May 2008
JPMorgan Chase January 2006 - June 2006
JPMorgan Chase February 2004 - January 2006
JPMorgan Chase January 2003 - February 2004
Skills
Financial Reporting, Market Research, Corporate Finance, Portfolio Management, Equities, Access, Fixed Income, Hedge Funds, Asset Management, Economics, Due Diligence, Valuation, Finance, Venture Capital, Microsoft Excel, Equity Research, Capital Markets, Accounting, Financial Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA, Concentrations in Finance, Accounting and Economics, 3.8 / 4.0
University of Wisconsin-Madison 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General, 3.7 / 4.0
Adrianna Ma's Fremont Group Experience May 2015 - Present
Job Investor
Industry Investment Management
Experience
Fremont Group May 2015 - Present
General Atlantic July 2005 - April 2015
Morgan Stanley July 2000 - July 2005
Hewlett-Packard July 1996 - July 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1991 — 1996
B.S. and M.Eng., Electrical Engineering and Computer Science
Fremont Group May 2015 - Present
General Atlantic July 2005 - April 2015
Morgan Stanley July 2000 - July 2005
Hewlett-Packard July 1996 - July 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1991 — 1996
B.S. and M.Eng., Electrical Engineering and Computer Science
Gregory Immel's Fremont Group Experience June 1998 - January 2007
Job Director of Development Operations at Earthjustice
Industry Nonprofit Organization Management
Experience
Earthjustice October 2011 - Present
Yosemite Conservancy February 2010 - October 2011
Jewish Community Center of San Francisco October 2007 - February 2009
Fremont Group June 1998 - January 2007
Levine-Fricke-Recon March 1994 - May 1998
San Francisco Symphony March 1993 - March 1994
Natkin-Weisbach-Higginbotham April 1991 - March 1993
Pillsbury, Madison & Sutro June 1990 - April 1991
Skills
Fundraising, Strategic Planning, Leadership, Non-profits, Project Management, Team Building, Budgets, Contract Negotiation, Data Analysis, Program Management, Research, Disaster Recovery, Social Media, Databases, Nonprofits, Team Leadership, Strategy, Development Operations, Management
Education
Marquette University
B.S., Mathematics
Earthjustice October 2011 - Present
Yosemite Conservancy February 2010 - October 2011
Jewish Community Center of San Francisco October 2007 - February 2009
Fremont Group June 1998 - January 2007
Levine-Fricke-Recon March 1994 - May 1998
San Francisco Symphony March 1993 - March 1994
Natkin-Weisbach-Higginbotham April 1991 - March 1993
Pillsbury, Madison & Sutro June 1990 - April 1991
Skills
Fundraising, Strategic Planning, Leadership, Non-profits, Project Management, Team Building, Budgets, Contract Negotiation, Data Analysis, Program Management, Research, Disaster Recovery, Social Media, Databases, Nonprofits, Team Leadership, Strategy, Development Operations, Management
Education
Marquette University
B.S., Mathematics
Alex Ramsay's Fremont Group Experience September 2013 - Present
Job Fremont Group
Industry Investment Management
Experience
Fremont Group September 2013 - Present
Kohlberg Kravis Roberts & Co. September 2005 - May 2013
Skills
Special Situations, Private Equity, Valuation, Venture Capital, Financial Modeling, Hedge Funds, Business Strategy, Alternative Investments, Due Diligence, Mergers & Acquisitions, Corporate Development
Education
Stanford University Graduate School of Business
MBA
Yale University
Fremont Group September 2013 - Present
Kohlberg Kravis Roberts & Co. September 2005 - May 2013
Skills
Special Situations, Private Equity, Valuation, Venture Capital, Financial Modeling, Hedge Funds, Business Strategy, Alternative Investments, Due Diligence, Mergers & Acquisitions, Corporate Development
Education
Stanford University Graduate School of Business
MBA
Yale University
Douglas Scribner's Fremont Group Experience October 2008 - Present
Job Senior Financial Analyst at Fremont Group
Industry Investment Management
Experience
Fremont Group October 2008 - Present
Fremont Group July 2002 - October 2008
Fremont Group July 1996 - July 2002
Heald College July 1995 - July 1996
Biola University June 1989 - March 1995
Skills
Financial Modeling, Financial Analysis, Treasury Management, Cash Management, Finance, Portfolio Management, Investments, Forecasting, Risk Management, Private Equity, Corporate Finance, Equities, Strategic Financial..., Treasury, Asset Management, Financial Reporting, Mergers & Acquisitions, Process Improvement, Strategic Planning, FX Options, Human Resources, Project Management
Education
San Francisco State University, College of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Biola University
Bachelor of Arts (B.A.), English
Fremont Group October 2008 - Present
Fremont Group July 2002 - October 2008
Fremont Group July 1996 - July 2002
Heald College July 1995 - July 1996
Biola University June 1989 - March 1995
Skills
Financial Modeling, Financial Analysis, Treasury Management, Cash Management, Finance, Portfolio Management, Investments, Forecasting, Risk Management, Private Equity, Corporate Finance, Equities, Strategic Financial..., Treasury, Asset Management, Financial Reporting, Mergers & Acquisitions, Process Improvement, Strategic Planning, FX Options, Human Resources, Project Management
Education
San Francisco State University, College of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance, General
Biola University
Bachelor of Arts (B.A.), English
Marion Thomas Skidmore's Fremont Group Experience 2007 - 2008
Job Consultant
Industry Health, Wellness and Fitness
Experience
Fremont Group 2007 - 2008
XOMA 2006 - 2007
Lawrence Berkeley National Laboratory 1997 - 2005
Education
University of California, Berkeley
Rhetoric
Fremont Group 2007 - 2008
XOMA 2006 - 2007
Lawrence Berkeley National Laboratory 1997 - 2005
Education
University of California, Berkeley
Rhetoric
Lee Winkler's Fremont Group Experience January 1998 - August 1998
Job Senior Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture August 1998 - Present
Fremont Group January 1998 - August 1998
CSC February 1995 - January 1998
Hyatt Hotels Corporation May 1989 - February 1995
Skills
Business Process..., Business Analysis, Competitive Analysis, Pre-sales, Vendor Management, Strategic Planning, Change Management, Management Consulting, Telecommunications, Management, Process Improvement, IT Strategy
Education
Illinois State University 1984 — 1989
Bachelor's degree, Organizational Management
Accenture August 1998 - Present
Fremont Group January 1998 - August 1998
CSC February 1995 - January 1998
Hyatt Hotels Corporation May 1989 - February 1995
Skills
Business Process..., Business Analysis, Competitive Analysis, Pre-sales, Vendor Management, Strategic Planning, Change Management, Management Consulting, Telecommunications, Management, Process Improvement, IT Strategy
Education
Illinois State University 1984 — 1989
Bachelor's degree, Organizational Management
Gael Sapiro's Fremont Group Experience July 2000 - Present
Job HR Director at Fremont Group LLC
Industry Financial Services
Experience
Fremont Group July 2000 - Present
Pacific Exchange 1998 - 2000
Navis 1996 - 1998
Skills
Employee Benefits, Workforce Planning, Coaching, Deferred Compensation, Human Resources, Benefits Administration, Onboarding, Leadership, Strategy, Employee Relations, Talent Management, Management, Process Improvement, Customer Service, Talent Acquisition, Recruiting
Education
San Francisco State University
BA, Broadcasting / Women Studies
University of California, Berkeley
Certification, Human Resources Management
Fremont Group July 2000 - Present
Pacific Exchange 1998 - 2000
Navis 1996 - 1998
Skills
Employee Benefits, Workforce Planning, Coaching, Deferred Compensation, Human Resources, Benefits Administration, Onboarding, Leadership, Strategy, Employee Relations, Talent Management, Management, Process Improvement, Customer Service, Talent Acquisition, Recruiting
Education
San Francisco State University
BA, Broadcasting / Women Studies
University of California, Berkeley
Certification, Human Resources Management
Evelyn Ko, CPA's Fremont Group Experience August 2014 - Present
Job Supervisor Operations, Tax and Accounting
Industry Accounting
Experience
Fremont Group August 2014 - Present
Fremont Group January 2014 - Present
Ernst & Young January 2008 - December 2013
Blue Shield of California March 2006 - July 2007
Skills
Private Equity, Tax, Finance, PowerPoint, Financial Reporting, Financial Risk, Hedge Funds, Tax Research, Tax Returns, Microsoft Excel, Partnership Taxation, Tax Advisory, Financial Analysis, QuickBooks, Internal Controls, Accounting, Financial Accounting, Microsoft Office, Mutual Funds
Education
Golden Gate University 2007 — 2008
Master of Science, Taxation
University of California, Davis 2004 — 2005
Bachelor, Managerial Economics
Fremont Group August 2014 - Present
Fremont Group January 2014 - Present
Ernst & Young January 2008 - December 2013
Blue Shield of California March 2006 - July 2007
Skills
Private Equity, Tax, Finance, PowerPoint, Financial Reporting, Financial Risk, Hedge Funds, Tax Research, Tax Returns, Microsoft Excel, Partnership Taxation, Tax Advisory, Financial Analysis, QuickBooks, Internal Controls, Accounting, Financial Accounting, Microsoft Office, Mutual Funds
Education
Golden Gate University 2007 — 2008
Master of Science, Taxation
University of California, Davis 2004 — 2005
Bachelor, Managerial Economics
Brenda Levine's Fremont Group Experience November 1981 - Present
Job President, The Fremont Group Foundation
Industry Investment Management
Experience
Fremont Group November 1981 - Present
Fremont Group June 2010 - Present
Education
University of San Francisco
Fremont Group November 1981 - Present
Fremont Group June 2010 - Present
Education
University of San Francisco
Anne Kensok's Fremont Group Experience January 2004 - January 2007
Job Golden Gate Capital
Industry Accounting
Experience
Golden Gate Capital July 2011 - Present
Seiler & Company, LLP February 2010 - April 2011
PricewaterhouseCoopers February 2007 - January 2010
Fremont Group January 2004 - January 2007
arthur andersen 1995 - 2002
Skills
Tax Research, Tax, Tax Accounting, International Tax, Corporate Tax, Income Tax, Partnership Taxation, SEC filings, Private Equity, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Mergers, Tax Advisory
Education
University of California, Davis 1993 — 1995
Bachelor of Science (BS), Agricultural Economics
Golden Gate University
Master's degree, Taxation
Golden Gate Capital July 2011 - Present
Seiler & Company, LLP February 2010 - April 2011
PricewaterhouseCoopers February 2007 - January 2010
Fremont Group January 2004 - January 2007
arthur andersen 1995 - 2002
Skills
Tax Research, Tax, Tax Accounting, International Tax, Corporate Tax, Income Tax, Partnership Taxation, SEC filings, Private Equity, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Mergers, Tax Advisory
Education
University of California, Davis 1993 — 1995
Bachelor of Science (BS), Agricultural Economics
Golden Gate University
Master's degree, Taxation
Sol Coffino's Fremont Group Experience Senior Vice President - TaxesDFS1985 - 1997
Job Sr. Vice President at Fremont Group
Industry Investment Management
Experience
Fremont Group Senior Vice President - TaxesDFS1985 - 1997
Skills
Strategic Planning, Corporate Finance, Leadership Development, Microsoft Excel, Financial Analysis, Accounting, Start-ups, Auditing, Strategy, Tax, Mergers & Acquisitions, Financial Modeling, Due Diligence, Private Equity, Finance
Education
New York University School of Law
Fremont Group Senior Vice President - TaxesDFS1985 - 1997
Skills
Strategic Planning, Corporate Finance, Leadership Development, Microsoft Excel, Financial Analysis, Accounting, Start-ups, Auditing, Strategy, Tax, Mergers & Acquisitions, Financial Modeling, Due Diligence, Private Equity, Finance
Education
New York University School of Law
Lea Guzman's Fremont Group Experience 1999 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fremont Group 1999 - 2008
Education
San Francisco State University 1994 — 1998
Fremont Group 1999 - 2008
Education
San Francisco State University 1994 — 1998
Charles Lesem's Fremont Group Experience Vice President, Finance & OperationsConsensus Health
Job Director of Planning & Treasury at Fremont Group
Industry Venture Capital & Private Equity
Experience
Fremont Group Vice President, Finance & OperationsConsensus Health
OneBody.com 1997 - 2000
Deloitte Consulting 1983 - 1992
Education
University of Pennsylvania 1979 — 1983
BS Economics, Finance and Decision Sciences
Fremont Group Vice President, Finance & OperationsConsensus Health
OneBody.com 1997 - 2000
Deloitte Consulting 1983 - 1992
Education
University of Pennsylvania 1979 — 1983
BS Economics, Finance and Decision Sciences
Gaylord Davila's Fremont Group Experience July 2003 - December 2006
Job SEC Reporting / CX Accounting Manager at WageWorks
Industry Consumer Electronics
Experience
WageWorks April 2011 - Present
Dolby Laboratories December 2006 - April 2011
Fremont Group July 2003 - December 2006
PwC September 2000 - July 2003
Skills
Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Reporting, Consolidation, Finance, Auditing, Internal Audit, GAAP, Accounting, Financial Analysis, Financial Statements, IPO, 10K, 10Q, SEC, Cash Flow, XBRL, Monthly Close Process, Account Reconciliation, Cash Flow Analysis, Bank Reconciliation
Education
University of California, Santa Barbara 1998 — 2000
BA, Business Economics minor Accounting
WageWorks April 2011 - Present
Dolby Laboratories December 2006 - April 2011
Fremont Group July 2003 - December 2006
PwC September 2000 - July 2003
Skills
Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Reporting, Consolidation, Finance, Auditing, Internal Audit, GAAP, Accounting, Financial Analysis, Financial Statements, IPO, 10K, 10Q, SEC, Cash Flow, XBRL, Monthly Close Process, Account Reconciliation, Cash Flow Analysis, Bank Reconciliation
Education
University of California, Santa Barbara 1998 — 2000
BA, Business Economics minor Accounting
Kathy Cofone Richards's Fremont Group Experience March 2010 - Present
Job Processing Supervisor at Fremont Group
Industry Financial Services
Experience
Fremont Group March 2010 - Present
Fremont Group July 2006 - March 2010
Kaiser Permanente May 2005 - July 2006
Kaiser Permanente November 2003 - May 2005
DFS 2002 - 2003
DFS Group Limited 1987 - 2003
DFS 2002 - 2002
LVMH 1999 - 2001
DFS 1987 - 1999
Skills
Human Resources, Microsoft Office, Organizational..., Outlook, PowerPoint, Employee Relations, Microsoft Excel, Finance
Education
City College of San Francisco
A.S., Business Administration
Fremont Group March 2010 - Present
Fremont Group July 2006 - March 2010
Kaiser Permanente May 2005 - July 2006
Kaiser Permanente November 2003 - May 2005
DFS 2002 - 2003
DFS Group Limited 1987 - 2003
DFS 2002 - 2002
LVMH 1999 - 2001
DFS 1987 - 1999
Skills
Human Resources, Microsoft Office, Organizational..., Outlook, PowerPoint, Employee Relations, Microsoft Excel, Finance
Education
City College of San Francisco
A.S., Business Administration
Sean Callinan's Fremont Group Experience 1995 - 2000
Job Senior Vice President
Industry Financial Services
Experience
Fisher Investments 2002 - Present
Barclays Global Investors 2001 - 2002
BenefitStreet 2000 - 2001
Fremont Group 1995 - 2000
Wade Financial Group 1991 - 1995
American Express 1987 - 1991
Skills
business strategy, Investment Advisory
Education
Nankai University-Tianjin, China 1990 — 1991
Intensive Mandarin Language
University of Minnesota-Twin Cities 1986 — 1990
BA, International Relations/Political Economics
Fisher Investments 2002 - Present
Barclays Global Investors 2001 - 2002
BenefitStreet 2000 - 2001
Fremont Group 1995 - 2000
Wade Financial Group 1991 - 1995
American Express 1987 - 1991
Skills
business strategy, Investment Advisory
Education
Nankai University-Tianjin, China 1990 — 1991
Intensive Mandarin Language
University of Minnesota-Twin Cities 1986 — 1990
BA, International Relations/Political Economics
Suzanne Gagan's Fremont Group Experience 1995 - 1999
Job Financial, client relations and operations management professional
Industry Financial Services
Experience
Residential Investment Property 2006 - 2013
Fremont Group 1995 - 1999
Fremont Group 1993 - 1995
Fremont Group 1989 - 1992
Peterson & Co. Consulting, Inc. 1987 - 1989
Education
Santa Clara University 1983 — 1987
BS, Economics
Residential Investment Property 2006 - 2013
Fremont Group 1995 - 1999
Fremont Group 1993 - 1995
Fremont Group 1989 - 1992
Peterson & Co. Consulting, Inc. 1987 - 1989
Education
Santa Clara University 1983 — 1987
BS, Economics
Stephen Bernstein's Fremont Group Experience 1993 - 1994
Job President and CEO at DJSP Enterprises, Inc.
Industry Real Estate
Experience
DJSP Enterprises, Inc. 2010 - Present
Benchmark Group of Florida 2003 - 2010
Cisneros Television Group 2000 - 2002
AutoNation 1998 - 1999
Fremont Group 1993 - 1994
Ernst & Young 1992 - 1993
PKF Consulting 1989 - 1992
Skills
Mergers, Business Development, Financial Analysis, Brokerage, Disposition, Real Estate Economics, Mergers & Acquisitions, Due Diligence, Real Estate Development, Management, Investments, Location Intelligence, Real Estate, Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Cornell University 1984 — 1989
BS, Hotel Management
DJSP Enterprises, Inc. 2010 - Present
Benchmark Group of Florida 2003 - 2010
Cisneros Television Group 2000 - 2002
AutoNation 1998 - 1999
Fremont Group 1993 - 1994
Ernst & Young 1992 - 1993
PKF Consulting 1989 - 1992
Skills
Mergers, Business Development, Financial Analysis, Brokerage, Disposition, Real Estate Economics, Mergers & Acquisitions, Due Diligence, Real Estate Development, Management, Investments, Location Intelligence, Real Estate, Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Cornell University 1984 — 1989
BS, Hotel Management
Nicole Gilbert Gorée's Fremont Group Experience August 2004 - August 2005
Job Office Manager at Philadelphia Financial
Industry Investment Banking
Experience
Philadelphia Financial July 2009 - Present
ThinkEquity Partners March 2007 - April 2009
Glocap Search September 2005 - March 2007
Fremont Group August 2004 - August 2005
Andor Capital Management March 2002 - July 2004
Thomas Weisel Partners June 2000 - November 2001
Banc of America Securities August 1997 - May 2000
Hyatt Regency July 1995 - July 1997
Education
California State University-Chico 1990 — 1994
Liberal Studies
Campolindo
Philadelphia Financial July 2009 - Present
ThinkEquity Partners March 2007 - April 2009
Glocap Search September 2005 - March 2007
Fremont Group August 2004 - August 2005
Andor Capital Management March 2002 - July 2004
Thomas Weisel Partners June 2000 - November 2001
Banc of America Securities August 1997 - May 2000
Hyatt Regency July 1995 - July 1997
Education
California State University-Chico 1990 — 1994
Liberal Studies
Campolindo
Veronique Brizard Kessler's Fremont Group Experience May 1995 - June 1998
Job Chief Financial Officer at The Galloway School
Industry Nonprofit Organization Management
Experience
The Galloway School December 2012 - Present
Marathon Kids, Jewish Community Center of Austin, Tatum September 2011 - July 2012
Wikimedia Foundation February 2008 - June 2011
Jewish Community Center of San Francisco April 2003 - February 2008
Various Public and Private Companies and Non-Profit Organizations June 1999 - March 2003
Walden International Investment Group June 1998 - June 1999
Fremont Group May 1995 - June 1998
Wells Fargo Bank September 1993 - May 1995
Deloitte 1991 - 1993
Skills
Change Management, Training, Organizational..., Human Resources, Non-profits, Budget, Accounting, Finance, Strategic Planning, Leadership Development, Team Building, Employee Relations, Coaching, Project Management, Employee Engagement, Performance Management, Public Speaking, Recruiting, Policy, Fundraising, Organizational...
Education
Teachers College of Columbia University 2010 — 2010
Certificate, Organizational Development
University of California, Santa Cruz 1985 — 1989
B.A., Economics
The Galloway School December 2012 - Present
Marathon Kids, Jewish Community Center of Austin, Tatum September 2011 - July 2012
Wikimedia Foundation February 2008 - June 2011
Jewish Community Center of San Francisco April 2003 - February 2008
Various Public and Private Companies and Non-Profit Organizations June 1999 - March 2003
Walden International Investment Group June 1998 - June 1999
Fremont Group May 1995 - June 1998
Wells Fargo Bank September 1993 - May 1995
Deloitte 1991 - 1993
Skills
Change Management, Training, Organizational..., Human Resources, Non-profits, Budget, Accounting, Finance, Strategic Planning, Leadership Development, Team Building, Employee Relations, Coaching, Project Management, Employee Engagement, Performance Management, Public Speaking, Recruiting, Policy, Fundraising, Organizational...
Education
Teachers College of Columbia University 2010 — 2010
Certificate, Organizational Development
University of California, Santa Cruz 1985 — 1989
B.A., Economics
Priya Hatti, CPA's Fremont Group Experience May 2011 - Present
Job Tax Consultant at Fremont Group
Industry Accounting
Experience
Fremont Group May 2011 - Present
BDO USA, LLP July 2009 - October 2010
KPMG June 2006 - June 2009
Skills
Tax
Education
University of Southern California 2005 — 2006
MS, Business Taxation
University of California, San Diego 1998 — 2002
B.A., Economics
Fremont Group May 2011 - Present
BDO USA, LLP July 2009 - October 2010
KPMG June 2006 - June 2009
Skills
Tax
Education
University of Southern California 2005 — 2006
MS, Business Taxation
University of California, San Diego 1998 — 2002
B.A., Economics
James Cunningham Jr.'s Fremont Group Experience 1987 - 1996
Job President & CFO at GLL Real Estate Partners, Inc.
Industry Commercial Real Estate
Experience
GLL Real Estate Partners, Inc. August 2013 - Present
GLL Properties, Inc. 2006 - October 2011
Fremont Properties, Inc 1988 - 2003
Fremont Group 1987 - 1996
Standard Oil Company (NJ) - Now Exxon-Mobil 1979 - 1987
Skills
Financial Analysis, Asset Management, Real Estate, Financial Modeling, Mergers
Education
Duke University - The Fuqua School of Business 1977 — 1979
MBA, Finance
Bucknell University 1973 — 1977
BA, Economics and Political Science
GLL Real Estate Partners, Inc. August 2013 - Present
GLL Properties, Inc. 2006 - October 2011
Fremont Properties, Inc 1988 - 2003
Fremont Group 1987 - 1996
Standard Oil Company (NJ) - Now Exxon-Mobil 1979 - 1987
Skills
Financial Analysis, Asset Management, Real Estate, Financial Modeling, Mergers
Education
Duke University - The Fuqua School of Business 1977 — 1979
MBA, Finance
Bucknell University 1973 — 1977
BA, Economics and Political Science
Anna Pullinger's Fremont Group Experience 1991 - 2004
Job Experienced Personal Assistant
Industry Executive Office
Experience
Genstar Investment Corporation October 2008 - 2011
Ramsay Propety Interests 2006 - 2008
University of California at Berkeley 2004 - 2006
Fremont Group 1991 - 2004
JAt Yugoslav Airlines 1988 - 1990
JAT Yugoslav Airlines 1974 - 1988
Skills
Research, Copywriting, Copy Editing, Event Planning, Marketing Communications, Editing, Public Speaking, Social Networking, Social Media, Microsoft Office, Facebook, Public Relations, Management, Strategic Communications, Event Management, Newsletters, Creative Writing, Community Development, Corporate Communications, Editorial, Online Marketing, International Relations, Blogging
Education
University of Cincinnati 1969 — 1974
Bachelor of Fine Arts (BFA), Painting and Sculputre
Mansfield Senior High
Genstar Investment Corporation October 2008 - 2011
Ramsay Propety Interests 2006 - 2008
University of California at Berkeley 2004 - 2006
Fremont Group 1991 - 2004
JAt Yugoslav Airlines 1988 - 1990
JAT Yugoslav Airlines 1974 - 1988
Skills
Research, Copywriting, Copy Editing, Event Planning, Marketing Communications, Editing, Public Speaking, Social Networking, Social Media, Microsoft Office, Facebook, Public Relations, Management, Strategic Communications, Event Management, Newsletters, Creative Writing, Community Development, Corporate Communications, Editorial, Online Marketing, International Relations, Blogging
Education
University of Cincinnati 1969 — 1974
Bachelor of Fine Arts (BFA), Painting and Sculputre
Mansfield Senior High
Dan Bacaner's Fremont Group Experience January 1986 - May 1989
Job Entrepreneur
Industry Primary/Secondary Education
Experience
LANER GROUP April 1997 - Present
TV FACTS May 1992 - August 1996
Fremont Two June 1989 - November 1991
Fremont Group January 1986 - May 1989
River Road Productions April 1983 - November 1986
Education
Grinnell College 1976 — 1980
Bachelors, English
LANER GROUP April 1997 - Present
TV FACTS May 1992 - August 1996
Fremont Two June 1989 - November 1991
Fremont Group January 1986 - May 1989
River Road Productions April 1983 - November 1986
Education
Grinnell College 1976 — 1980
Bachelors, English
Grace Torres's Fremont Group Experience May 2000 - April 2014
Job Accounting Professional
Industry Accounting
Experience
MUFG Union Bank, N.A. September 2014 - Present
John Muir Health July 2014 - August 2014
Fremont Group May 2000 - April 2014
Franklin Bank, Franklin Templeton 1995 - 2000
Philippine Commercial International Bank 1992 - 1995
Skills
Financial Reporting, Financial Analysis, Private Equity, Technical Skills, Investment Accounting, Internal Auditing, Budgeting/Forecasting, General Ledger..., Accounting, Finance, Internal Controls, Account Reconciliation, Variance Analysis, General Ledger, Internal Audit, GAAP
Education
U.C. Berkeley Extension
Certificate in Finance, Finance and Financial Management Services
University of Santo Tomas
BSC - Accounting, CPA - Philippines
MUFG Union Bank, N.A. September 2014 - Present
John Muir Health July 2014 - August 2014
Fremont Group May 2000 - April 2014
Franklin Bank, Franklin Templeton 1995 - 2000
Philippine Commercial International Bank 1992 - 1995
Skills
Financial Reporting, Financial Analysis, Private Equity, Technical Skills, Investment Accounting, Internal Auditing, Budgeting/Forecasting, General Ledger..., Accounting, Finance, Internal Controls, Account Reconciliation, Variance Analysis, General Ledger, Internal Audit, GAAP
Education
U.C. Berkeley Extension
Certificate in Finance, Finance and Financial Management Services
University of Santo Tomas
BSC - Accounting, CPA - Philippines
Karla Kyrias's Fremont Group Experience January 2002 - July 2013
Job Executive Coordinator to the Senior Executive VP and CFO
Industry Executive Office
Experience
Dignity Health July 2013 - Present
Fremont Group January 2002 - July 2013
Skills
Event Planning, Administrative..., Project Management, Website Updating, Positive Energy, Board Governance, Executive Support, Social Networking, Employee Relations, Budgets, Management, Strategic Planning, Event Management, Microsoft Excel, Social Media, Team Building
Education
Academy of Art University
BA, Photography with a focus on Journalism
Dignity Health July 2013 - Present
Fremont Group January 2002 - July 2013
Skills
Event Planning, Administrative..., Project Management, Website Updating, Positive Energy, Board Governance, Executive Support, Social Networking, Employee Relations, Budgets, Management, Strategic Planning, Event Management, Microsoft Excel, Social Media, Team Building
Education
Academy of Art University
BA, Photography with a focus on Journalism
Marc Bruschera's Fremont Group Experience December 2008 - Present
Job Assistant Controller at Fremont Group
Industry Financial Services
Experience
Fremont Group December 2008 - Present
Trico Construction December 2006 - December 2008
Delagnes Mitchell & Linder LLP September 2000 - December 2006
Skills
Accounting, Tax Preparation, Financial Reporting
Education
Golden Gate University 2005 — 2013
Currently Enrolled, Masters in Taxation
UC Santa Barbara 1996 — 2000
BS, Business Economics with an Accounting Emphasis
Fremont Group December 2008 - Present
Trico Construction December 2006 - December 2008
Delagnes Mitchell & Linder LLP September 2000 - December 2006
Skills
Accounting, Tax Preparation, Financial Reporting
Education
Golden Gate University 2005 — 2013
Currently Enrolled, Masters in Taxation
UC Santa Barbara 1996 — 2000
BS, Business Economics with an Accounting Emphasis
Mori Amiri's Fremont Group Experience September 2005 - March 2013
Job Student
Industry Venture Capital & Private Equity
Experience
Fremont Group September 2005 - March 2013
TechPartners International 2000 - 2002
TechPartners International 2000 - 2002
Skills
Event Planning, Office Administration
Education
Lincoln University (CA) 2013 — 2016
Bachelor's Degree
CSU Fresno
Industrial Engineering
Mt. Eden High School
High School
Fremont Group September 2005 - March 2013
TechPartners International 2000 - 2002
TechPartners International 2000 - 2002
Skills
Event Planning, Office Administration
Education
Lincoln University (CA) 2013 — 2016
Bachelor's Degree
CSU Fresno
Industrial Engineering
Mt. Eden High School
High School
Kent Doty's Fremont Group Experience December 1994 - Present
Job Director of Accounting & Investment Analysis at Fremont Group
Industry Accounting
Experience
Fremont Group December 1994 - Present
EY 1987 - 1992
Sweeney Kovar LLP 1984 - 1987
Arthur Andersen & Co. 1979 - 1984
Laventhol & Horwath 1974 - 1978
Skills
Management, Microsoft Excel, Microsoft Word, Research, Leadership, Training, English, Process Improvement, Income Tax, Accounting, Family Office, Epicor, FRx
Education
California State University-East Bay 1972 — 1974
Bachelor of Science (BS), Accounting
University of California, Berkeley 1971 — 1972
Electrical and Electronics Engineering
Chabot College 1969 — 1971
Associate's Degree, Electrical and Electronics Engineering
Fremont Group December 1994 - Present
EY 1987 - 1992
Sweeney Kovar LLP 1984 - 1987
Arthur Andersen & Co. 1979 - 1984
Laventhol & Horwath 1974 - 1978
Skills
Management, Microsoft Excel, Microsoft Word, Research, Leadership, Training, English, Process Improvement, Income Tax, Accounting, Family Office, Epicor, FRx
Education
California State University-East Bay 1972 — 1974
Bachelor of Science (BS), Accounting
University of California, Berkeley 1971 — 1972
Electrical and Electronics Engineering
Chabot College 1969 — 1971
Associate's Degree, Electrical and Electronics Engineering