Gerber Kawasaki Wealth & Investment Management
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Gerber Kawasaki Wealth & Investment Management Employees
Employee
Years
Job
Industry
Dustin Haygood Dustin Haygood's Gerber Kawasaki Wealth & Investment Management Experience June 2012 - August 2012
Job Legislative Correspondent & Staff Assistant at U.S. House of Representatives
Industry Government Relations
Experience
U.S. House of Representatives June 2015 - Present
Venn Strategies, LLC July 2014 - June 2015
UC San Diego September 2013 - June 2014
U.S. House of Representatives July 2013 - August 2013
U.S. House of Representatives June 2013 - July 2013
Gerber Kawasaki Wealth & Investment Management June 2012 - August 2012
Skills
Community Outreach, Proposal Writing, Data Analysis, Teaching, Policy, Event Planning, Public Speaking, PowerPoint, Economics, Social Media, Research, Public Policy, Leadership, Fundraising, Analysis
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Dartmouth College 2012 — 2012
UCSD-Dartmouth Exchange Program
U.S. House of Representatives June 2015 - Present
Venn Strategies, LLC July 2014 - June 2015
UC San Diego September 2013 - June 2014
U.S. House of Representatives July 2013 - August 2013
U.S. House of Representatives June 2013 - July 2013
Gerber Kawasaki Wealth & Investment Management June 2012 - August 2012
Skills
Community Outreach, Proposal Writing, Data Analysis, Teaching, Policy, Event Planning, Public Speaking, PowerPoint, Economics, Social Media, Research, Public Policy, Leadership, Fundraising, Analysis
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Dartmouth College 2012 — 2012
UCSD-Dartmouth Exchange Program
Azza Khalfallah Azza Khalfallah's Gerber Kawasaki Wealth & Investment Management Experience May 2015 - Present
Job Trilingual (English, French and Arabic) Investment Management & Analysis
Industry Investment Management
Experience
Gerber Kawasaki Wealth & Investment Management May 2015 - Present
Pleiade & Co (French Family-Office) January 2014 - July 2014
Al Athir company July 2012 - September 2012
Citi August 2011 - September 2011
Skills
Pack Office, VBA, Investments, Wealth Management, Financial Analysis, Portfolio Management, Risk Management, Private Equity, Corporate Finance, Mergers & Acquisitions, Financial Markets, Structured Products, Due Diligence, Fixed Income, Banking, Finance, Valuation
Education
SKEMA Business School 2014 — 2015
Master of Science (M.Sc.), Financial Markets and Investments, Ranked 6th worldwide by the Financial Times
Université Paris Dauphine 2012 — 2013
Master's degree, Finance, General
Université Paris Dauphine 2009 — 2012
Bachelor's degree, Applied Management
Gerber Kawasaki Wealth & Investment Management May 2015 - Present
Pleiade & Co (French Family-Office) January 2014 - July 2014
Al Athir company July 2012 - September 2012
Citi August 2011 - September 2011
Skills
Pack Office, VBA, Investments, Wealth Management, Financial Analysis, Portfolio Management, Risk Management, Private Equity, Corporate Finance, Mergers & Acquisitions, Financial Markets, Structured Products, Due Diligence, Fixed Income, Banking, Finance, Valuation
Education
SKEMA Business School 2014 — 2015
Master of Science (M.Sc.), Financial Markets and Investments, Ranked 6th worldwide by the Financial Times
Université Paris Dauphine 2012 — 2013
Master's degree, Finance, General
Université Paris Dauphine 2009 — 2012
Bachelor's degree, Applied Management
Isabela Simoes Isabela Simoes's Gerber Kawasaki Wealth & Investment Management Experience November 2012 - December 2012
Job Junior Manager
Industry Marketing and Advertising
Experience
Freelance November 2011 - Present
Strange Little Films 2013 - 2014
Gerber Kawasaki Wealth & Investment Management November 2012 - December 2012
FWD:labs September 2012 - September 2012
AuPairCare August 2008 - August 2010
Balwan Viagens e Turismo September 2007 - December 2007
Skills
Digital Media, Mac OS, Microsoft Office, Production Assistance, Keynote, CSS, HTML, Photoshop, Dreamweaver, Social Media, Time Management, Business, Portuguese, Tourism Management, Executive..., Management
Education
Centro Universitário da Cidade 2005 — 2008
Bachelor's Degree, Tourism and Events Management
El Camino College 2012 — 2014
Associate's Degree, Business Administration and Management
Freelance November 2011 - Present
Strange Little Films 2013 - 2014
Gerber Kawasaki Wealth & Investment Management November 2012 - December 2012
FWD:labs September 2012 - September 2012
AuPairCare August 2008 - August 2010
Balwan Viagens e Turismo September 2007 - December 2007
Skills
Digital Media, Mac OS, Microsoft Office, Production Assistance, Keynote, CSS, HTML, Photoshop, Dreamweaver, Social Media, Time Management, Business, Portuguese, Tourism Management, Executive..., Management
Education
Centro Universitário da Cidade 2005 — 2008
Bachelor's Degree, Tourism and Events Management
El Camino College 2012 — 2014
Associate's Degree, Business Administration and Management
Robert Castillo Robert Castillo's Gerber Kawasaki Wealth & Investment Management Experience June 2010 - Present
Job Investment Advisor Representative at Gerber Kawasaki Wealth & Investment Management
Industry Investment Management
Experience
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
Independent Capital Management May 2009 - June 2010
Skills
Retirement Planning, Wealth, Wealth Accumulation, Financial Analysis, Non-profit..., Non-profit Fund..., Non-profit Board..., Grassroots Fundraising, Community Outreach
Education
UCLA 2004 — 2008
Bachelor’s Degree, Art History and French
Roosevelt High School 2000 — 2004
High School, Performing Arts
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
Independent Capital Management May 2009 - June 2010
Skills
Retirement Planning, Wealth, Wealth Accumulation, Financial Analysis, Non-profit..., Non-profit Fund..., Non-profit Board..., Grassroots Fundraising, Community Outreach
Education
UCLA 2004 — 2008
Bachelor’s Degree, Art History and French
Roosevelt High School 2000 — 2004
High School, Performing Arts
Francine Lai Francine Lai's Gerber Kawasaki Wealth & Investment Management Experience May 2009 - Present
Job Investment Representative at Gerber Kawasaki Wealth and Investment Management
Industry Financial Services
Experience
Gerber Kawasaki Wealth & Investment Management May 2009 - Present
Friction Entertainment San Diego October 2006 - February 2009
LPL Financial September 2007 - September 2008
Education
University of California, San Diego 2004 — 2008
Bachelors, International Economics
University of California, San Diego 2004 — 2008
Bachelor's degree, International Economics
Gerber Kawasaki Wealth & Investment Management May 2009 - Present
Friction Entertainment San Diego October 2006 - February 2009
LPL Financial September 2007 - September 2008
Education
University of California, San Diego 2004 — 2008
Bachelors, International Economics
University of California, San Diego 2004 — 2008
Bachelor's degree, International Economics
Benjamin Dunbar Benjamin Dunbar's Gerber Kawasaki Wealth & Investment Management Experience October 2014 - Present
Job Investment Advisor Representative at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
Gerber Kawasaki Wealth & Investment Management October 2014 - Present
Central Coast Surfboards September 2012 - June 2014
Cisco Systems June 2013 - September 2013
Polybooks.net November 2011 - June 2013
Destination Drivers September 2011 - December 2012
Skills
PowerPoint, Microsoft Excel, Customer Service, Leadership, Teamwork, Sales, Social Networking, Time Management, Finance, Marketing
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Business Administration (B.S.), Finance and Financial Management Services with Minor in Economics, Graduate
PVHS
Palos Verdes High School
Gerber Kawasaki Wealth & Investment Management October 2014 - Present
Central Coast Surfboards September 2012 - June 2014
Cisco Systems June 2013 - September 2013
Polybooks.net November 2011 - June 2013
Destination Drivers September 2011 - December 2012
Skills
PowerPoint, Microsoft Excel, Customer Service, Leadership, Teamwork, Sales, Social Networking, Time Management, Finance, Marketing
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Business Administration (B.S.), Finance and Financial Management Services with Minor in Economics, Graduate
PVHS
Palos Verdes High School
Ayal Shmilovich Ayal Shmilovich's Gerber Kawasaki Wealth & Investment Management Experience January 2015 - Present
Job Managing Partner at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
Gerber Kawasaki Wealth & Investment Management January 2015 - Present
Gerber Kawasaki Wealth & Investment Management August 2012 - January 2015
Gerber Kawasaki Wealth & Investment Management 2010 - 2012
Independent Capital Management May 2009 - June 2010
Skills
Retirement Planning, Investments, Estate Planning, Securities, Life Insurance, Strategic Financial..., Fixed Annuities, Financial Analysis, Personal Finance, Financial Modeling, Strategic Planning, Small Business, Wealth Management
Education
University of Florida 2006 — 2008
Master's
University of California, Los Angeles 2000 — 2004
BA
Gerber Kawasaki Wealth & Investment Management January 2015 - Present
Gerber Kawasaki Wealth & Investment Management August 2012 - January 2015
Gerber Kawasaki Wealth & Investment Management 2010 - 2012
Independent Capital Management May 2009 - June 2010
Skills
Retirement Planning, Investments, Estate Planning, Securities, Life Insurance, Strategic Financial..., Fixed Annuities, Financial Analysis, Personal Finance, Financial Modeling, Strategic Planning, Small Business, Wealth Management
Education
University of Florida 2006 — 2008
Master's
University of California, Los Angeles 2000 — 2004
BA
Alana Yokoyama's Gerber Kawasaki Wealth & Investment Management Experience September 2013 - Present
Job Executive Assistant, ClientRelations Specialist at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
Gerber Kawasaki Wealth & Investment Management September 2013 - Present
United Planet February 2013 - Present
Khalaf & Khalaf, Law Firm May 2012 - September 2012
Kristin Smith, CFA, CPA, Managing Director: Hotckiss & Wiley May 2012 - September 2012
Skills
Community Outreach, Spanish, Research, Constant Contact, International Relations, Nonprofits
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Gerber Kawasaki Wealth & Investment Management September 2013 - Present
United Planet February 2013 - Present
Khalaf & Khalaf, Law Firm May 2012 - September 2012
Kristin Smith, CFA, CPA, Managing Director: Hotckiss & Wiley May 2012 - September 2012
Skills
Community Outreach, Spanish, Research, Constant Contact, International Relations, Nonprofits
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Kaytlin Hall, MBA Kaytlin Hall, MBA's Gerber Kawasaki Wealth & Investment Management Experience March 2012 - Present
Job Investment Representative at Gerber Kawasaki Wealth and Investments Management
Industry Financial Services
Experience
Gerber Kawasaki Wealth & Investment Management March 2012 - Present
New England Financial, A MetLife Company October 2009 - February 2012
Mutual of Omaha August 2009 - October 2009
New England Financial, A MetLife Company January 2009 - May 2009
Skills
Strategic Financial..., Personal Financial..., Investments, Retirement Planning, Estate Planning, Risk Management, College Education..., College Savings Plans, Insurance
Education
California Lutheran University
MBA, Financial Planning
Roger Williams University
BS, Finance; Minor in Accouting and Spanish
Gerber Kawasaki Wealth & Investment Management March 2012 - Present
New England Financial, A MetLife Company October 2009 - February 2012
Mutual of Omaha August 2009 - October 2009
New England Financial, A MetLife Company January 2009 - May 2009
Skills
Strategic Financial..., Personal Financial..., Investments, Retirement Planning, Estate Planning, Risk Management, College Education..., College Savings Plans, Insurance
Education
California Lutheran University
MBA, Financial Planning
Roger Williams University
BS, Finance; Minor in Accouting and Spanish
Danilo Kawasaki, CFP® Danilo Kawasaki, CFP®'s Gerber Kawasaki Wealth & Investment Management Experience June 2010 - Present
Job VP/COO at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
LPL Financial October 2012 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
SagePoint Financial March 2002 - October 2012
Education
University of California, Los Angeles 2010 — 2010
Certification, Financial Planning
University of Redlands 1998 — 2000
BS, Business Administration
Foothill College 1996 — 1998
LPL Financial October 2012 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
SagePoint Financial March 2002 - October 2012
Education
University of California, Los Angeles 2010 — 2010
Certification, Financial Planning
University of Redlands 1998 — 2000
BS, Business Administration
Foothill College 1996 — 1998
Brittany Davis Brittany Davis's Gerber Kawasaki Wealth & Investment Management Experience March 2013 - August 2013
Job Project Coordinator at The Caldwell Partners
Industry Entertainment
Experience
The Caldwell Partners October 2014 - Present
Independent Singer/Songwriter June 2012 - Present
Egon Zehnder August 2013 - October 2014
Gerber Kawasaki Wealth & Investment Management March 2013 - August 2013
Michael's Restaurant October 2012 - August 2013
Campanile Restaurant March 2012 - November 2012
Oklahoma City University May 2009 - December 2011
Land Run Records January 2011 - October 2011
OCU October 2009 - April 2011
Skills
Songwriting, Music, Entertainment, Acoustic Guitar, Acting, Theatre, Musical Theatre, Singing, Stage, Voice Over, Film, Improvisation, Dance, Performing Arts, Comedy, Drama, Television, Broadway, Plays, Cabaret, Administrative..., Video Production, Piano, Video Editing, Recording, Stage Combat, Stage Management, Editing, Music Production, Ballet, Music Education, Event Planning, Final Cut Pro, Vocal Coaching, Music Theory, Choreography, Garageband, Arts Administration, Fundraising, Event Management, Social Media, Jazz, iMovie, Producing, Vocal, Vocalist, Theatrical Production, Facebook, Jazz Dance, Publicity
Education
University of California, Los Angeles 2013 — 2016
Music Business
Oklahoma City University 2008 — 2011
Bachelor of Music, Musical Theatre, 3.77
Spain Park High School 2004 — 2008
General Education
The Caldwell Partners October 2014 - Present
Independent Singer/Songwriter June 2012 - Present
Egon Zehnder August 2013 - October 2014
Gerber Kawasaki Wealth & Investment Management March 2013 - August 2013
Michael's Restaurant October 2012 - August 2013
Campanile Restaurant March 2012 - November 2012
Oklahoma City University May 2009 - December 2011
Land Run Records January 2011 - October 2011
OCU October 2009 - April 2011
Skills
Songwriting, Music, Entertainment, Acoustic Guitar, Acting, Theatre, Musical Theatre, Singing, Stage, Voice Over, Film, Improvisation, Dance, Performing Arts, Comedy, Drama, Television, Broadway, Plays, Cabaret, Administrative..., Video Production, Piano, Video Editing, Recording, Stage Combat, Stage Management, Editing, Music Production, Ballet, Music Education, Event Planning, Final Cut Pro, Vocal Coaching, Music Theory, Choreography, Garageband, Arts Administration, Fundraising, Event Management, Social Media, Jazz, iMovie, Producing, Vocal, Vocalist, Theatrical Production, Facebook, Jazz Dance, Publicity
Education
University of California, Los Angeles 2013 — 2016
Music Business
Oklahoma City University 2008 — 2011
Bachelor of Music, Musical Theatre, 3.77
Spain Park High School 2004 — 2008
General Education
Wendy Wan Turk Wendy Wan Turk's Gerber Kawasaki Wealth & Investment Management Experience January 2011 - Present
Job Financial Planner at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
Gerber Kawasaki Wealth & Investment Management January 2011 - Present
Franklin Educational Services, Inc March 2007 - August 2010
Skills
Investments, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Life Insurance, Securities, Series 63, Insurance, Alternative Investments, Retirement, Business Planning, Series 7, Series 65, Series 6
Education
University of California, Los Angeles 1996 — 2000
Certificate, Personal Financial Planning
University of California, Los Angeles 1996 — 2000
Bachelor of Sciences, Biology
Gerber Kawasaki Wealth & Investment Management January 2011 - Present
Franklin Educational Services, Inc March 2007 - August 2010
Skills
Investments, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Life Insurance, Securities, Series 63, Insurance, Alternative Investments, Retirement, Business Planning, Series 7, Series 65, Series 6
Education
University of California, Los Angeles 1996 — 2000
Certificate, Personal Financial Planning
University of California, Los Angeles 1996 — 2000
Bachelor of Sciences, Biology
Shayna Sanderson Shayna Sanderson's Gerber Kawasaki Wealth & Investment Management Experience July 2012 - June 2014
Job Portfolio Control Associate
Industry Financial Services
Experience
Capital Group June 2014 - Present
Gerber Kawasaki Wealth & Investment Management July 2012 - June 2014
Skills
Front Office
Education
University of Southern California 2008 — 2012
Phillips Academy Andover 2005 — 2008
Capital Group June 2014 - Present
Gerber Kawasaki Wealth & Investment Management July 2012 - June 2014
Skills
Front Office
Education
University of Southern California 2008 — 2012
Phillips Academy Andover 2005 — 2008
Elihu Whitney Elihu Whitney's Gerber Kawasaki Wealth & Investment Management Experience June 2011 - September 2011
Job Student
Industry Financial Services
Experience
310TUTORS October 2013 - April 2015
Deckers Outdoor Corporation November 2012 - May 2013
Gerber Kawasaki Wealth & Investment Management June 2011 - September 2011
UCSB Economics Forecast Project February 2011 - June 2011
Delta Tau Delta June 2010 - June 2011
Skills
Team Leadership, Management, Entrepreneurship, Research, Public Speaking, Strategy, Python, Start-ups, Data Analysis, Technology..., Networking, Finance, Investing
Education
University of Southern California - Marshall School of Business 2015 — 2016
Masters of Science in Finance, 3.5
University of California, Santa Barbara 2008 — 2012
B.A, Economics
310TUTORS October 2013 - April 2015
Deckers Outdoor Corporation November 2012 - May 2013
Gerber Kawasaki Wealth & Investment Management June 2011 - September 2011
UCSB Economics Forecast Project February 2011 - June 2011
Delta Tau Delta June 2010 - June 2011
Skills
Team Leadership, Management, Entrepreneurship, Research, Public Speaking, Strategy, Python, Start-ups, Data Analysis, Technology..., Networking, Finance, Investing
Education
University of Southern California - Marshall School of Business 2015 — 2016
Masters of Science in Finance, 3.5
University of California, Santa Barbara 2008 — 2012
B.A, Economics
Stanley Malone Stanley Malone's Gerber Kawasaki Wealth & Investment Management Experience January 2008 - January 2011
Job .
Industry Financial Services
Experience
Gerber Kawasaki Wealth & Investment Management January 2008 - January 2011
PorchLight Entertainment 2005 - 2007
NBCUniversal, Inc. 2000 - 2004
Vidfilm 1997 - 2000
Warner Bros. Entertainment Group of Companies 1994 - 1997
Skills
Retirement Planning, Securities, Series 63, Strategic Financial..., Investments, Estate Planning, Wealth Management, Alternative Investments, Series 6, Life Insurance, Insurance, Financial Analysis, Retirement, Fixed Annuities, Microsoft Excel, Video, Small Business, Series 65, Management, Financial Planning
Education
California State University-Hayward
Bachelor of Arts (B.A.), Public Administration
Gerber Kawasaki Wealth & Investment Management January 2008 - January 2011
PorchLight Entertainment 2005 - 2007
NBCUniversal, Inc. 2000 - 2004
Vidfilm 1997 - 2000
Warner Bros. Entertainment Group of Companies 1994 - 1997
Skills
Retirement Planning, Securities, Series 63, Strategic Financial..., Investments, Estate Planning, Wealth Management, Alternative Investments, Series 6, Life Insurance, Insurance, Financial Analysis, Retirement, Fixed Annuities, Microsoft Excel, Video, Small Business, Series 65, Management, Financial Planning
Education
California State University-Hayward
Bachelor of Arts (B.A.), Public Administration
Adan Bonilla's Gerber Kawasaki Wealth & Investment Management Experience June 2010 - May 2013
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments May 2014 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - May 2013
Education
California State University-Northridge 2005 — 2009
Economics
Fisher Investments May 2014 - Present
Gerber Kawasaki Wealth & Investment Management June 2010 - May 2013
Education
California State University-Northridge 2005 — 2009
Economics
Christine Sun Christine Sun's Gerber Kawasaki Wealth & Investment Management Experience July 2014 - August 2014
Job Student at the University of Pennsylvania
Industry
Experience
Student Federal Credit Union at the University of Pennsylvania January 2014 - Present
Voya Financial May 2015 - August 2015
Management Department, The Wharton School May 2014 - September 2014
Gerber Kawasaki Wealth & Investment Management July 2014 - August 2014
Think Tanks and Civil Societies Program September 2013 - January 2014
Center for Asian Americans United for Self Empowerment (CAUSE) June 2013 - August 2013
Office of CA State Assemblymember Ed Chau (D-49) June 2013 - August 2013
Radio Beijing Corporation June 2012 - August 2012
Skills
Microsoft Office, English, Windows, Research, Outlook, Teaching, Photoshop, InDesign, Chinese, Microsoft Excel, Community Outreach
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (BS), Economics
Arcadia High School 2009 — 2013
Student Federal Credit Union at the University of Pennsylvania January 2014 - Present
Voya Financial May 2015 - August 2015
Management Department, The Wharton School May 2014 - September 2014
Gerber Kawasaki Wealth & Investment Management July 2014 - August 2014
Think Tanks and Civil Societies Program September 2013 - January 2014
Center for Asian Americans United for Self Empowerment (CAUSE) June 2013 - August 2013
Office of CA State Assemblymember Ed Chau (D-49) June 2013 - August 2013
Radio Beijing Corporation June 2012 - August 2012
Skills
Microsoft Office, English, Windows, Research, Outlook, Teaching, Photoshop, InDesign, Chinese, Microsoft Excel, Community Outreach
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (BS), Economics
Arcadia High School 2009 — 2013
Lauren Delahanty Lauren Delahanty's Gerber Kawasaki Wealth & Investment Management Experience May 2011 - August 2011
Job BSN Candidate at MUSC
Industry Hospital & Health Care
Experience
Low Country Rheumatology February 2014 - August 2015
Hayes Barton Animal Hospital June 2013 - December 2013
Clemson University May 2012 - May 2013
Gerber Kawasaki Wealth & Investment Management May 2011 - August 2011
Skills
Customer Oriented, PowerPoint, Microsoft Office, Creative Problem Solving, Customer Service, Microsoft Excel, Microsoft Word, Facebook, SPSS, Research
Education
Medical University of South Carolina 2015 — 2016
Bachelor of Science (B.S.), Nursing
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Animal and Veterinary Science
Low Country Rheumatology February 2014 - August 2015
Hayes Barton Animal Hospital June 2013 - December 2013
Clemson University May 2012 - May 2013
Gerber Kawasaki Wealth & Investment Management May 2011 - August 2011
Skills
Customer Oriented, PowerPoint, Microsoft Office, Creative Problem Solving, Customer Service, Microsoft Excel, Microsoft Word, Facebook, SPSS, Research
Education
Medical University of South Carolina 2015 — 2016
Bachelor of Science (B.S.), Nursing
Clemson University 2009 — 2013
Bachelor of Science (B.S.), Animal and Veterinary Science
Jennifer Cortlandt's Gerber Kawasaki Wealth & Investment Management Experience 2010 - 2011
Job Founder at Earth & Ether Yoga
Industry Health, Wellness and Fitness
Experience
Earth & Ether Yoga September 2015 - Present
Twitter 2014 - 2014
Facebook 2013 - 2014
Marin Software 2011 - 2012
Gerber Kawasaki Wealth & Investment Management 2010 - 2011
Hennepin County 2009 - 2010
Education
North Central University
BS, Religious Studies
Earth & Ether Yoga September 2015 - Present
Twitter 2014 - 2014
Facebook 2013 - 2014
Marin Software 2011 - 2012
Gerber Kawasaki Wealth & Investment Management 2010 - 2011
Hennepin County 2009 - 2010
Education
North Central University
BS, Religious Studies
Tyler Arrington Tyler Arrington's Gerber Kawasaki Wealth & Investment Management Experience September 2012 - December 2012
Job Financial Analyst at Hillwood Properties
Industry Real Estate
Experience
Hillwood Properties May 2014 - Present
Colliers-International May 2013 - May 2014
UBS Wealth Management February 2013 - May 2013
Gerber Kawasaki Wealth & Investment Management September 2012 - December 2012
DePuy Mitek- A Johnson & Johnson Company June 2012 - August 2012
Scott's Dental Suppy 2009 - 2011
Fircrest Golf Club August 2005 - August 2010
Skills
Microsoft Office, PowerPoint, Social Media, Customer Service, Teamwork, SPSS, iMovie, Leading Projects, Team Leadership, Strategic Consulting, Strategic Planning, Business Strategy, Microsoft Excel, Microsoft Word, Financial Analysis, Commercial Real Estate..., Multi-family Investment..., Real Estate Valuation, Leadership, Finance, Time Management, Analysis, Spanish, Sales, Data Analysis, Research, Social Media Marketing, Fundraising, Competitive Analysis, Market Research, Accounting, Investments, Marketing, Mergers & Acquisitions, Financial Modeling, Retail, Training, Entrepreneurship, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Masters of Business Administration, Finance
Pepperdine University 2008 — 2011
Bachelor of Science, Business Administration
Hillwood Properties May 2014 - Present
Colliers-International May 2013 - May 2014
UBS Wealth Management February 2013 - May 2013
Gerber Kawasaki Wealth & Investment Management September 2012 - December 2012
DePuy Mitek- A Johnson & Johnson Company June 2012 - August 2012
Scott's Dental Suppy 2009 - 2011
Fircrest Golf Club August 2005 - August 2010
Skills
Microsoft Office, PowerPoint, Social Media, Customer Service, Teamwork, SPSS, iMovie, Leading Projects, Team Leadership, Strategic Consulting, Strategic Planning, Business Strategy, Microsoft Excel, Microsoft Word, Financial Analysis, Commercial Real Estate..., Multi-family Investment..., Real Estate Valuation, Leadership, Finance, Time Management, Analysis, Spanish, Sales, Data Analysis, Research, Social Media Marketing, Fundraising, Competitive Analysis, Market Research, Accounting, Investments, Marketing, Mergers & Acquisitions, Financial Modeling, Retail, Training, Entrepreneurship, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Masters of Business Administration, Finance
Pepperdine University 2008 — 2011
Bachelor of Science, Business Administration
Ross Gerber Ross Gerber's Gerber Kawasaki Wealth & Investment Management Experience May 2010 - Present
Job President and CEO at Gerber Kawasaki Wealth & Investment Management
Industry Investment Management
Experience
Gerber Kawasaki Wealth & Investment Management May 2010 - Present
I.C.M. June 1994 - April 2010
Education
University of Pennsylvania 1989 — 1993
BA, Communications, Business Law, Music
Brentwood High School
Gerber Kawasaki Wealth & Investment Management May 2010 - Present
I.C.M. June 1994 - April 2010
Education
University of Pennsylvania 1989 — 1993
BA, Communications, Business Law, Music
Brentwood High School
Riadh Ellouze Riadh Ellouze's Gerber Kawasaki Wealth & Investment Management Experience January 2014 - February 2015
Job UCLA / Uni. Westminster
Industry Internet
Experience
UCLA Alumni Association August 2015 - Present
Homehey August 2014 - Present
Gerber Kawasaki Wealth & Investment Management January 2014 - February 2015
pgf ^ 2014 - 2014
GMG Consultants 2013 - 2013
Citi 2010 - 2010
Skills
Investments, Wealth Management, Strategic Consulting, Financial Analysis, International Market..., Business Analysis, FX Derivatives, FX Operations, Legal Advice, Portfolio Management, Risk Management, Data Analysis, Business Planning, Business Strategy, Corporate Finance, Management Consulting, Entrepreneurship, Market Research, Real Estate Financing, Valuation, Financial Modeling, Private Equity, Business Development, Finance, Analysis, Investment Banking, Due Diligence, International Business, Venture Capital, Economics, Mergers & Acquisitions, Emerging Markets, Capital Markets, Bloomberg Terminal, Alternative Investments, Strategic Financial..., Financial Markets, Fixed Income, Asset Management, Options, Equities, Quantitative Analytics, Strategy, Banking, FX Options, ETFs, Mutual Funds, FX trading, Pension Funds, International Finance
Education
University of California, Los Angeles 2013 — 2014
Professional Designation, Finance, Asset Management and Real Estate, Distinction, GPA 3.57
University of Westminster 2011 — 2012
Master of Science (MSc), International Finance, Merit
Institut Superieur de Gestion 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
UCLA Alumni Association August 2015 - Present
Homehey August 2014 - Present
Gerber Kawasaki Wealth & Investment Management January 2014 - February 2015
pgf ^ 2014 - 2014
GMG Consultants 2013 - 2013
Citi 2010 - 2010
Skills
Investments, Wealth Management, Strategic Consulting, Financial Analysis, International Market..., Business Analysis, FX Derivatives, FX Operations, Legal Advice, Portfolio Management, Risk Management, Data Analysis, Business Planning, Business Strategy, Corporate Finance, Management Consulting, Entrepreneurship, Market Research, Real Estate Financing, Valuation, Financial Modeling, Private Equity, Business Development, Finance, Analysis, Investment Banking, Due Diligence, International Business, Venture Capital, Economics, Mergers & Acquisitions, Emerging Markets, Capital Markets, Bloomberg Terminal, Alternative Investments, Strategic Financial..., Financial Markets, Fixed Income, Asset Management, Options, Equities, Quantitative Analytics, Strategy, Banking, FX Options, ETFs, Mutual Funds, FX trading, Pension Funds, International Finance
Education
University of California, Los Angeles 2013 — 2014
Professional Designation, Finance, Asset Management and Real Estate, Distinction, GPA 3.57
University of Westminster 2011 — 2012
Master of Science (MSc), International Finance, Merit
Institut Superieur de Gestion 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
Scott Maruyama Scott Maruyama's Gerber Kawasaki Wealth & Investment Management Experience January 2011 - January 2013
Job Sales Representative at Delori International
Industry Marketing and Advertising
Experience
Delori International September 2015 - Present
Harney and Sons Fine Teas April 2014 - July 2015
MAC Cosmetics March 2011 - January 2015
Harney and Sons Fine Teas June 2013 - August 2013
Gerber Kawasaki Wealth & Investment Management January 2011 - January 2013
Skills
Sales, Retail, Management, PowerPoint, Microsoft Excel, Marketing Strategy, Market Research, Time Management, Humor
Education
Loyola Marymount University 2012 — 2014
Bachelor's Degree, Marketing
Delori International September 2015 - Present
Harney and Sons Fine Teas April 2014 - July 2015
MAC Cosmetics March 2011 - January 2015
Harney and Sons Fine Teas June 2013 - August 2013
Gerber Kawasaki Wealth & Investment Management January 2011 - January 2013
Skills
Sales, Retail, Management, PowerPoint, Microsoft Excel, Marketing Strategy, Market Research, Time Management, Humor
Education
Loyola Marymount University 2012 — 2014
Bachelor's Degree, Marketing
Bryan Miranda's Gerber Kawasaki Wealth & Investment Management Experience May 2010 - Present
Job Investment Advisor Representative at Gerber Kawasaki Wealth & Investment Management
Industry Investment Management
Experience
Gerber Kawasaki Wealth & Investment Management May 2010 - Present
Independent Capital Management 2008 - May 2010
Skills
Strategic Financial..., Investments, Series 7, Securities, Financial Risk..., Retirement Planning, Estate Tax Planning, Life Insurance, College Education..., Personal Tax Planning, Small Business..., Executive Benefit...
Education
University of California, Los Angeles 2004 — 2008
BA, International Development and Regional Economics
Gerber Kawasaki Wealth & Investment Management May 2010 - Present
Independent Capital Management 2008 - May 2010
Skills
Strategic Financial..., Investments, Series 7, Securities, Financial Risk..., Retirement Planning, Estate Tax Planning, Life Insurance, College Education..., Personal Tax Planning, Small Business..., Executive Benefit...
Education
University of California, Los Angeles 2004 — 2008
BA, International Development and Regional Economics
Kristina Graf's Gerber Kawasaki Wealth & Investment Management Experience June 2011 - July 2012
Job Alternative Investment Consultant
Industry Investment Management
Experience
Altegris Investments October 2013 - Present
Altegris Investments February 2013 - September 2013
Altegris Investments October 2012 - February 2013
Gerber Kawasaki Wealth & Investment Management June 2011 - July 2012
Northwestern Mutual Financial Network December 2009 - July 2010
Raymond J. Lucia Companies, Inc June 2009 - September 2009
Exotic World Gifts June 2008 - September 2008
Raymond J. Lucia Companies, Inc July 2007 - September 2007
Skills
MS Office Suite, Salesforce.com, ACT, Retail Pro, Apple, Firefox, SEO, Facebook, Twitter, YouTube, Alternative Investments, Retail, Social Media, Strategic Financial..., Finance, Series 63, Microsoft Office, Investments, Series 7, Securities, Financial Planning, Microsoft Excel, PowerPoint, Social Networking, Financial Analysis, Sales
Education
University of California, Santa Barbara 2008 — 2011
B.A., Business Economics
La Jolla High School 2004 — 2008
High School Diploma
Altegris Investments October 2013 - Present
Altegris Investments February 2013 - September 2013
Altegris Investments October 2012 - February 2013
Gerber Kawasaki Wealth & Investment Management June 2011 - July 2012
Northwestern Mutual Financial Network December 2009 - July 2010
Raymond J. Lucia Companies, Inc June 2009 - September 2009
Exotic World Gifts June 2008 - September 2008
Raymond J. Lucia Companies, Inc July 2007 - September 2007
Skills
MS Office Suite, Salesforce.com, ACT, Retail Pro, Apple, Firefox, SEO, Facebook, Twitter, YouTube, Alternative Investments, Retail, Social Media, Strategic Financial..., Finance, Series 63, Microsoft Office, Investments, Series 7, Securities, Financial Planning, Microsoft Excel, PowerPoint, Social Networking, Financial Analysis, Sales
Education
University of California, Santa Barbara 2008 — 2011
B.A., Business Economics
La Jolla High School 2004 — 2008
High School Diploma
Alexander Kirk's Gerber Kawasaki Wealth & Investment Management Experience December 2011 - October 2012
Job
Industry International Trade and Development
Experience
Signature Estate & Investment Advisors, LLC February 2015 - Present
Kirkware LLC June 2008 - Present
Sayan Holdings Inc November 2013 - May 2014
BrunchButler LLC November 2012 - October 2013
Gerber Kawasaki Wealth & Investment Management December 2011 - October 2012
Skills
Wealth Management, Market Research, Series 7, Business Management, CA Life & Health, Financial Planning, Planning Budgeting &..., German, French, Sales, Customer Service, Business Strategy, Management, Strategic Financial..., Investments
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (BS), Finance, General, GPA: 3.59
Santa Monica College 2006 — 2008
Associate of Arts (AA), Business Administration and Management, General
Kantonsschule Enge Zurich, Switzerland 2001 — 2005
High School Diploma with focus on Business and Economics
Signature Estate & Investment Advisors, LLC February 2015 - Present
Kirkware LLC June 2008 - Present
Sayan Holdings Inc November 2013 - May 2014
BrunchButler LLC November 2012 - October 2013
Gerber Kawasaki Wealth & Investment Management December 2011 - October 2012
Skills
Wealth Management, Market Research, Series 7, Business Management, CA Life & Health, Financial Planning, Planning Budgeting &..., German, French, Sales, Customer Service, Business Strategy, Management, Strategic Financial..., Investments
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (BS), Finance, General, GPA: 3.59
Santa Monica College 2006 — 2008
Associate of Arts (AA), Business Administration and Management, General
Kantonsschule Enge Zurich, Switzerland 2001 — 2005
High School Diploma with focus on Business and Economics