Golub Group, LLC
Industry: Company
DescriptionFounded: 2003
Golub Group, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Golub Group, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Golub Group, LLC Salaries. You can even request information on how much does Golub Group, LLC pay if you want to. Learn about salaries, pros and cons of working for Golub Group, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13 Golub Group, LLC employees in database. Find out everything there's to know about Golub Group, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Golub Group, LLC Employees
Employee
Years
Job
Industry
Robert D. Falconer Robert D. Falconer's Golub Group, LLC Experience June 2013 - June 2014
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Golub Group, LLC June 2013 - June 2014
Fisher Investments July 2011 - May 2013
First Republic Bank June 2010 - May 2011
Morningstar June 2009 - July 2009
Asyst Technologies May 2008 - May 2008
Golub Group, LLC June 2007 - June 2007
Skills
Economics, Business Development, Analysis, Financial Analysis, Investments, Market Research, Leadership, Portfolio Management, Data Analysis, Banking, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Analytics, Strategy, Finance, Research, Microsoft Word
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Los Altos High School 2004 — 2007
Diploma
Fisher Investments June 2014 - Present
Golub Group, LLC June 2013 - June 2014
Fisher Investments July 2011 - May 2013
First Republic Bank June 2010 - May 2011
Morningstar June 2009 - July 2009
Asyst Technologies May 2008 - May 2008
Golub Group, LLC June 2007 - June 2007
Skills
Economics, Business Development, Analysis, Financial Analysis, Investments, Market Research, Leadership, Portfolio Management, Data Analysis, Banking, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Analytics, Strategy, Finance, Research, Microsoft Word
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Los Altos High School 2004 — 2007
Diploma
Matt Sampson Matt Sampson's Golub Group, LLC Experience June 2014 - Present
Job Financial Advisor Associate at Golub Group, LLC
Industry Financial Services
Experience
Golub Group, LLC June 2014 - Present
Pi Kappa Alpha Corporation June 2013 - May 2014
Golub Group, LLC March 2013 - June 2013
Morgan Stanley Wealth Management May 2012 - March 2013
Skills
Leadership, Management, Sales, Finance, Investments, Portfolio Management, Financial Planning
Education
San Jose State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Golub Group, LLC June 2014 - Present
Pi Kappa Alpha Corporation June 2013 - May 2014
Golub Group, LLC March 2013 - June 2013
Morgan Stanley Wealth Management May 2012 - March 2013
Skills
Leadership, Management, Sales, Finance, Investments, Portfolio Management, Financial Planning
Education
San Jose State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Alexa Freyre Alexa Freyre's Golub Group, LLC Experience July 2013 - April 2014
Job Business Operations and Strategy team at Palantir
Industry Computer Software
Experience
Palantir Technologies September 2015 - Present
ThoughtSpot January 2015 - August 2015
J.P. Morgan April 2014 - October 2014
Golub Group, LLC July 2013 - April 2014
The Bermont Advisory Group at Raymond James/Morgan Keegan July 2012 - September 2012
Georgeville Entertainment June 2011 - August 2011
Dolphin Entertainment June 2010 - August 2010
Univision Communications, Inc. June 2009 - August 2009
Skills
Acting, Analysis, Bloomberg Terminal, Communication Skills, Creative Writing, Dance, English, Microsoft Word, Singing, Spanish, Microsoft Office, Marketing, Cooking, Creative Direction, Ski, Writing, Asset Management, Client Relations Skills, Market Research, Nonprofits, Microsoft Excel, Social Media, Recruiting, HR Management, HR Strategy, Research
Education
Princeton University 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Palantir Technologies September 2015 - Present
ThoughtSpot January 2015 - August 2015
J.P. Morgan April 2014 - October 2014
Golub Group, LLC July 2013 - April 2014
The Bermont Advisory Group at Raymond James/Morgan Keegan July 2012 - September 2012
Georgeville Entertainment June 2011 - August 2011
Dolphin Entertainment June 2010 - August 2010
Univision Communications, Inc. June 2009 - August 2009
Skills
Acting, Analysis, Bloomberg Terminal, Communication Skills, Creative Writing, Dance, English, Microsoft Word, Singing, Spanish, Microsoft Office, Marketing, Cooking, Creative Direction, Ski, Writing, Asset Management, Client Relations Skills, Market Research, Nonprofits, Microsoft Excel, Social Media, Recruiting, HR Management, HR Strategy, Research
Education
Princeton University 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Elaina C. Serotte's Golub Group, LLC Experience January 2014 - Present
Job Principal, Golub Group, Certified Divorce Financial Analyst (CDFA)
Industry Financial Services
Experience
Golub Group, LLC January 2014 - Present
MassMutual Financial Group 2001 - 2013
Morgan Stanley 1999 - 2001
Skills
Business Development, Wealth Management, Personal Financial..., Asset Managment, Cash Flow Forecasting, College Savings Plans, Estate Planning, Investment Advisory, Portfolio Management, Retirement Planning, Risk Management, Intergenerational..., Trust Management, Bonds, REIT, Stocks, Series 6, Series 63, Series 65, Asset Management, Disability Insurance, Finance, Long-term Care, Employee Benefits, Financial Advisory, Financial Services
Education
University at Albany
Bachelor of Arts (B.A.), Economics and Philosophy
Golub Group, LLC January 2014 - Present
MassMutual Financial Group 2001 - 2013
Morgan Stanley 1999 - 2001
Skills
Business Development, Wealth Management, Personal Financial..., Asset Managment, Cash Flow Forecasting, College Savings Plans, Estate Planning, Investment Advisory, Portfolio Management, Retirement Planning, Risk Management, Intergenerational..., Trust Management, Bonds, REIT, Stocks, Series 6, Series 63, Series 65, Asset Management, Disability Insurance, Finance, Long-term Care, Employee Benefits, Financial Advisory, Financial Services
Education
University at Albany
Bachelor of Arts (B.A.), Economics and Philosophy
Ann Luong Ann Luong's Golub Group, LLC Experience September 2014 - Present
Job Associate at Golub Group, LLC
Industry Investment Management
Experience
Golub Group, LLC September 2014 - Present
J.P. Morgan November 2012 - August 2014
JPMorgan Chase September 2011 - October 2012
University of California, Berkeley June 2008 - May 2011
Merrill Lynch December 2009 - May 2010
Educational Guidance Center November 2007 - December 2008
Cushman & Wakefield June 2007 - January 2008
Skills
Financial Modeling, Data Analysis, Financial Analysis, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Access, Financial Reporting, Marketing, Project Management
Education
University of California, Berkeley 2007 — 2011
B.A., Psychology
Golub Group, LLC September 2014 - Present
J.P. Morgan November 2012 - August 2014
JPMorgan Chase September 2011 - October 2012
University of California, Berkeley June 2008 - May 2011
Merrill Lynch December 2009 - May 2010
Educational Guidance Center November 2007 - December 2008
Cushman & Wakefield June 2007 - January 2008
Skills
Financial Modeling, Data Analysis, Financial Analysis, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Access, Financial Reporting, Marketing, Project Management
Education
University of California, Berkeley 2007 — 2011
B.A., Psychology
Debbie Koelling Debbie Koelling's Golub Group, LLC Experience May 2010 - May 2014
Job Experienced Executive Assistant
Industry Information Technology and Services
Experience
Daisy and Associates June 2014 - Present
Golub Group, LLC May 2010 - May 2014
Microsoft Corporation March 2008 - August 2011
Skills
Enterprise Software, Strategic Partnerships, SaaS, Solution Selling, Management, Business Alliances, Enterprise Technology..., Microsoft CRM, Partner Management, Business Development, Cloud Computing, Pre-sales, Project Management, Salesforce.com, CRM, Sales Enablement, Go-to-market Strategy, Demand Generation, Channel Partners, Start-ups
Education
University of California, Berkeley
Bachelor of Science (BS)
Daisy and Associates June 2014 - Present
Golub Group, LLC May 2010 - May 2014
Microsoft Corporation March 2008 - August 2011
Skills
Enterprise Software, Strategic Partnerships, SaaS, Solution Selling, Management, Business Alliances, Enterprise Technology..., Microsoft CRM, Partner Management, Business Development, Cloud Computing, Pre-sales, Project Management, Salesforce.com, CRM, Sales Enablement, Go-to-market Strategy, Demand Generation, Channel Partners, Start-ups
Education
University of California, Berkeley
Bachelor of Science (BS)
Sean Gordon's Golub Group, LLC Experience June 2008 - August 2008
Job Senior Financial Analyst at The JBG Companies
Industry Real Estate
Experience
The JBG Companies December 2013 - Present
The JBG Companies July 2011 - December 2013
Gap Inc. June 2010 - August 2010
Home Finance Professionals June 2009 - August 2009
Golub Group, LLC June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor's degree, Finance And Management
The JBG Companies December 2013 - Present
The JBG Companies July 2011 - December 2013
Gap Inc. June 2010 - August 2010
Home Finance Professionals June 2009 - August 2009
Golub Group, LLC June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor's degree, Finance And Management
Jimmy Yung Jimmy Yung's Golub Group, LLC Experience September 2010 - June 2013
Job Experienced Investment Analyst
Industry Investment Management
Experience
Vx Capital Partners July 2013 - Present
Golub Group, LLC September 2010 - June 2013
Gruber McBaine Capital Management July 2007 - December 2008
Wells Fargo June 2006 - July 2007
State Street June 2005 - September 2005
Skills
Financial Analysis, Portfolio Attribution, Investment Management, Marketing Communications, Market Analysis, Portfolio Management, Managing Database, Salesforce.com, Relationship Management, Valuation, Business Development, Excel, Business Analysis, Strategy, Asset Management, Finance
Education
University of California, Berkeley 2010 — 2012
Certificate
University of California, Davis 2001 — 2006
Bachelor of Arts
Phillip Burton high School
Vx Capital Partners July 2013 - Present
Golub Group, LLC September 2010 - June 2013
Gruber McBaine Capital Management July 2007 - December 2008
Wells Fargo June 2006 - July 2007
State Street June 2005 - September 2005
Skills
Financial Analysis, Portfolio Attribution, Investment Management, Marketing Communications, Market Analysis, Portfolio Management, Managing Database, Salesforce.com, Relationship Management, Valuation, Business Development, Excel, Business Analysis, Strategy, Asset Management, Finance
Education
University of California, Berkeley 2010 — 2012
Certificate
University of California, Davis 2001 — 2006
Bachelor of Arts
Phillip Burton high School
Ayse Pehlivan Ayse Pehlivan's Golub Group, LLC Experience January 2004 - Present
Job Portfolio Administrator and Financial Analyst
Industry Financial Services
Experience
Golub Group, LLC January 2004 - Present
Golub Group, LLC January 2004 - December 2006
Hoefer and Arnett October 2000 - December 2003
VakifBank September 1991 - August 1998
Skills
Portfolio Management, Investments, Asset Management, Equities, Finance, Forecasting, Valuation, Accounting, Bloomberg, Banking, Analysis, Budgets, Auditing, CRM, Trading
Education
Golden Gate University 1998 — 2000
MBA, Finance
Ankara University 1986 — 1989
Finance
Golub Group, LLC January 2004 - Present
Golub Group, LLC January 2004 - December 2006
Hoefer and Arnett October 2000 - December 2003
VakifBank September 1991 - August 1998
Skills
Portfolio Management, Investments, Asset Management, Equities, Finance, Forecasting, Valuation, Accounting, Bloomberg, Banking, Analysis, Budgets, Auditing, CRM, Trading
Education
Golden Gate University 1998 — 2000
MBA, Finance
Ankara University 1986 — 1989
Finance
Eric Jungling, CFP® Eric Jungling, CFP®'s Golub Group, LLC Experience August 2007 - Present
Job Financial Advisor at Golub Group, LLC
Industry Financial Services
Experience
Golub Group, LLC August 2007 - Present
Charles Schwab & Co August 1999 - July 2007
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Science (B.S.), Business/Finance
Golub Group, LLC August 2007 - Present
Charles Schwab & Co August 1999 - July 2007
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Science (B.S.), Business/Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY