Gould Asset Management

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Gould Asset Management Employees

Employee
Years
Job
Industry
Joshua Rodriguez Joshua Rodriguez Greater Los Angeles Area Details
Joshua Rodriguez's Gould Asset Management Experience September 2012 - December 2012
Job Southern California Chapter Associate at FWD.us
Industry Public Policy
Experience
FWD.us  February 2015 - Present
The White House  September 2014 - December 2014
Qbic Consulting   August 2013 - June 2014
Google  August 2012 - May 2013
Gould Asset Management   September 2012 - December 2012
Google  June 2012 - August 2012
The Children's Health Partnership   June 2011 - December 2011
City National Bank  June 2011 - August 2011
Pomona College  May 2011 - June 2011
Arroyo Vista Family Health Center  July 2010 - August 2010

Skills
Python, Stata, Java, Latex, Maple, SPSS, Microsoft Office Suite, HTML, Bilingual-Spanish

Education
Instituto Tecnológico Autónomo de México   2013 — 2014
Certificate, Business Administration and Management

Pomona College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Harvard Business School   2012 — 2012
Summer Venture in Management Program

Johnny DeBiase Johnny DeBiase Greater Los Angeles Area Details
Johnny DeBiase's Gould Asset Management Experience December 2013 - Present
Job Portfolio Manager at Gould Asset Management
Industry Financial Services
Experience
Gould Asset Management   December 2013 - Present
Gould Asset Management   June 2012 - December 2013
Fidelity National Information Services  January 2011 - June 2011

Education
Claremont McKenna College
Master of Arts (MA), Finance

University of North Florida
Bachelor of Arts (BA), Economics

Episcopal High School

Natalie Blickenstaff Natalie Blickenstaff Claremont, California Details
Natalie Blickenstaff's Gould Asset Management Experience June 2006 - December 2009
Job Licensed Professional Fiduciary
Industry Individual & Family Services
Experience
Blickenstaff Fiduciary Services   December 2010 - Present
Gould Asset Management   June 2006 - December 2009
Claremont Graduate University  August 1996 - June 2006

Skills
Conservatorships, Care of the Elderly, Trust Management, Probate..., Probate & Trust..., Research, Teaching, Contact Management, Microsoft Office, Piano Teaching, Elder Care, Guardianship, Estate Administration, Operations Management, Powers of Attorney, Piano, Training, Social Services, Trusts, Program Management, Estate Law, Program Development, Management, Community Outreach, Home Care

Education
California State University-Fullerton
Bachelor of Music

California State University-San Diego
Bachelor of Arts

Nick Reminder Nick Reminder Claremont, California Details
Nick Reminder's Gould Asset Management Experience January 2015 - April 2015
Job IT Intern at Technical Consumer Products
Industry
Experience
Technical Consumer Products  June 2015 - August 2015
MetLife Premier Client Group of Pasadena   March 2015 - June 2015
Gould Asset Management   January 2015 - April 2015
Elite Leather Company   August 2014 - December 2014
Exploration School, Inc.   June 2014 - August 2014
Cedar Fair Entertainment Company  May 2010 - August 2013

Skills
Public Speaking, Windows, Java, Stata, Management, Microsoft Office, Microsoft Excel, Data Analysis

Education
Pomona College   2013 — 2017
Bachelor of Arts (B.A.), Economics and Computer Science, 3.5 GPA

Aurora High School   2009 — 2013
Honors Diploma, Summa Cum Laude, 4.02 GPA

Alisher Saydalikhodjayev Alisher Saydalikhodjayev Greater Seattle Area Details
Alisher Saydalikhodjayev's Gould Asset Management Experience September 2006 - December 2006
Job Product Manager
Industry Computer Software
Experience
Microsoft  April 2013 - Present
Microsoft  February 2011 - March 2013
Bill & Melinda Gates Foundation  January 2010 - February 2011
McKinsey & Company  September 2008 - December 2009
Pomona College  September 2007 - May 2008
Sagehen Capital Management  September 2007 - May 2008
Morgan Stanley  June 2007 - August 2007
Gould Asset Management   September 2006 - December 2006

Skills
Business Strategy, Financial Analysis, Market Analysis, Valuation, Windows Phone, Mobile Devices, Mobile Commerce, Mobile Operators, Business Development, Management Consulting, Strategy, Product Marketing, Leadership, Analysis, Start-ups, Consulting, Management

Education
Pomona College   2004 — 2008
B.A., cum laude, Mathematical Economics

Matthew Fiorello Matthew Fiorello Greater Los Angeles Area Details
Matthew Fiorello's Gould Asset Management Experience 2005 - 2005
Job Business Data, Intelligence & Strategy Analyst | Database & Communications Professional | Independent Consultant
Industry Information Services
Experience
Warner Bros. International Television Distribution  August 2014 - Present
Self  February 2010 - Present
Indian Subcontinent   2009 - 2009
Banc of America Securities  2007 - 2008
Channel Capital Group  2006 - 2006
Gould Asset Management   2005 - 2005
Did-It.com   2004 - 2004
Wyeth Pharmaceuticals  2003 - 2003
New Jersey Public Interest Research Group (NJPIRG) Citizen Lobby   2002 - 2002
Color Graphic Press, Inc.   2001 - 2001

Skills
Analysis, Finance, Valuation, Microsoft Excel, Business Development, Financial Modeling, Research, Strategic Planning, Investments, Leadership, VBA, Training, Customer Service, Microsoft Office, Process Innovation, Investment Banking, Financial Analysis, Social Media, Economics, Project Management, Due Diligence, Corporate Finance, Microsoft Word, PowerPoint, Marketing, Outlook, Business Strategy, Copy Editing

Education
Tufts University   2003 — 2007
Bachelor of Arts

Instituto Internacional   2006 — 2006

Dali Cao Dali Cao Greater Los Angeles Area Details
Dali Cao's Gould Asset Management Experience January 2011 - May 2011
Job Risk Analyst at Beach Point Capital Management
Industry Investment Management
Experience
Beach Point Capital Management  March 2014 - Present
Payden & Rygel  October 2011 - March 2014
Gould Asset Management   January 2011 - May 2011
Western Asset Management  June 2010 - August 2010

Skills
SQL, Bloomberg, VBA

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   2009 — 2011
Master’s Degree

Cornell College   2006 — 2009
Bachelor’s Degree

Cailee Moberg Cailee Moberg San Francisco, California Details
Cailee Moberg's Gould Asset Management Experience September 2010 - December 2010
Job Manager of Corporate Strategy at Lending Club
Industry Financial Services
Experience
Lending Club  March 2014 - Present
Bain & Company  July 2013 - July 2014
Bain & Company  September 2011 - July 2013
Gould Asset Management   September 2010 - December 2010
Flowerdale Group Ltd.   June 2010 - August 2010
Hogan Lovells  April 2010 - May 2010
Southern California Edison  September 2009 - December 2009
McCormick & Schmick's   June 2009 - August 2009

Skills
Stata, Financial Analysis, Excel, Research, Microsoft Excel, Economics, Microsoft Office, Financial Modeling, Valuation, Editing, Data Analysis, Spanish, Quantitative Analytics, Statistics, Management Consulting, Strategy, Business Strategy

Education
Pomona College   2007 — 2011
BA, Economics, Environmental Analysis

Syracuse University in Hong Kong   2010 — 2010

Jeremy Witbeck, CFA, CFP®, MBA Jeremy Witbeck, CFA, CFP®, MBA Orange County, California Area Details
Jeremy Witbeck, CFA, CFP®, MBA's Gould Asset Management Experience October 2012 - February 2014
Job Director at Polaris Wealth Advisers, LLC
Industry Investment Management
Experience
Polaris Wealth Advisers, LLC  March 2014 - Present
California Lutheran University  October 2008 - Present
Gould Asset Management   October 2012 - February 2014
Farmers Insurance  March 2010 - October 2012
Sempra Energy  June 2006 - March 2010

Skills
Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Investments, Fixed Income, Derivatives, Covered Calls, Financial Planning, Financial Analysis, Financial Modeling, Strategic Financial...

Education
California Lutheran University   2007 — 2008
MBA, Financial Planning

University of Arizona, Eller College of Management
Bachelor of Science, Accounting

Tianyou Gu Tianyou Gu Greater Los Angeles Area Details
Tianyou Gu's Gould Asset Management Experience September 2013 - December 2013
Job Strategy & Operations Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte  August 2015 - Present
Skyview Capital  January 2014 - July 2014
Gould Asset Management   September 2013 - December 2013
Spectoccular Technology   June 2013 - August 2013
Southern California Edison  September 2012 - December 2012
ZTE  June 2012 - August 2012
Southern California Edison  February 2012 - May 2012

Skills
Stata, VBA, Financial Modeling, R, Matlab, Java, Financial Statement...

Education
Claremont Colleges

Pomona College
Bachelor of Arts (BA), Mathematics and Economics

The Experimental High School Attached to Beijing Normal University

Rich Ballew Rich Ballew Orange County, California Area Details
Rich Ballew's Gould Asset Management Experience December 2012 - July 2013
Job Financial Services Professional
Industry Investment Management
Experience
RH Trading Company   August 2013 - Present
Gould Asset Management   December 2012 - July 2013
RH Trading Company   May 2006 - November 2012
Merrill Lynch PBIG   September 2000 - May 2006
Merrill Lynch International  September 1994 - May 2000
Mondo USA Corporation   January 1990 - June 1992

Skills
Trading, Wealth Management, Asset, Swaps, Alternative Investments, Proprietary Trading, Trading Strategies, Derivatives, Asset Allocation, Credit Derivatives, Bonds, Global Macro, Fixed Income Trading, Investments, Fixed Income, Portfolio Management, Equities, Commodity

Education
University of Pennsylvania - The Lauder Institute   1992 — 1994
Master’s Degree, International/Global Studies

University of Pennsylvania - The Wharton School   1992 — 1994
Master of Business Administration (MBA), Finance

Cornell University   1984 — 1988
BS, Finance

Chartered Financial Analyst

James Lambert James Lambert San Francisco, California Details
James Lambert's Gould Asset Management Experience 2012 - 2012
Job Associate at The Parthenon Group
Industry Management Consulting
Experience
The Parthenon Group  September 2012 - Present
Gould Asset Management   2012 - 2012
The Parthenon Group  June 2011 - August 2011

Skills
Financial Modeling, Stata, Economics, Data Analysis, Financial Analysis, Research, Strategic Planning, Microsoft Excel, Microsoft Office

Education
Pomona College   2008 — 2012
Bachelor of Arts (BA), Economics

Alistair Thistlethwaite, CFA Alistair Thistlethwaite, CFA Greater Los Angeles Area Details
Alistair Thistlethwaite, CFA's Gould Asset Management Experience 2010 - August 2010
Job Investment Associate at Caltech
Industry Investment Management
Experience
Caltech  August 2010 - Present
Gould Asset Management   2010 - August 2010
HSBC  May 2007 - October 2008
HSBC  September 2005 - April 2007
HSBC  June 2004 - August 2004

Skills
Asset Allocation, Risk Management, Portfolio Management, Investments, Bloomberg, Fixed Income, Derivatives, Quantitative Finance, Emerging Markets, Excel, Quantitative Analysis, Microsoft Excel, Equities, Capital Markets, Quantitative Analytics

Education
Claremont McKenna College   2009 — 2010
MFin, Finance

Durham University   2002 — 2005
BA Hons, Economics

UWCSEA   2000 — 2002
IB

Jeff Quinn-Cane Jeff Quinn-Cane Greater Los Angeles Area Details
Jeff Quinn-Cane's Gould Asset Management Experience February 2005 - May 2005
Job Associate at Akin Gump Strauss Hauer & Feld LLP
Industry Legal Services
Experience
Akin Gump Strauss Hauer & Feld LLP  September 2013 - Present
Element Power  July 2012 - September 2012
Southern California Edison  2010 - 2010
Freeman & Mills, Inc.   August 2005 - August 2009
Gould Asset Management   February 2005 - May 2005
Neighborhood Legal Services  August 2004 - December 2004

Skills
Legal Research, Trials, Personal Injury, Business Litigation, Trade Secrets, Entertainment Law, Torts, Trial Practice, Trademarks, Dispute Resolution, Licensing, Employment Law, Management, Alternative Dispute...

Education
University of California, Los Angeles - School of Law   2009 — 2013
JD

UCLA Anderson School of Management   2011 — 2013
MBA

Pomona College   2001 — 2005
B.A.

Derek Baldwin, CFA Derek Baldwin, CFA Greater Los Angeles Area Details
Derek Baldwin, CFA's Gould Asset Management Experience August 2014 - Present
Job Portfolio Analyst at Gould Asset Management
Industry Financial Services
Experience
Gould Asset Management   August 2014 - Present
Union Bank  February 2010 - July 2014
State Street  September 2009 - February 2010
CSULB Student Managed Investment Fund (SMIF)   August 2008 - August 2009

Education
California State University-Long Beach - College of Business Administration   2004 — 2009
BS, Finance

Ashley Chrzanowski Ashley Chrzanowski Greater Denver Area Details
Ashley Chrzanowski's Gould Asset Management Experience January 2006 - May 2006
Job Doctoral Student in the Educational Equity and Cultural Diversity Program at CU Boulder
Industry Primary/Secondary Education
Experience
University of Colorado at Boulder  August 2010 - Present
New York City Department of Education  September 2007 - October 2010
New York City Department of Education  June 2007 - June 2009
Public Financial Management, Inc  June 2006 - June 2007
Scripps College  October 2005 - July 2006
Gould Asset Management   January 2006 - May 2006
Detroit Public Radio   May 2005 - August 2005

Skills
Financial Analysis, Public Speaking, Curriculum Design, Microsoft Excel, Nonprofits, Microsoft Word, Analysis, Research, Customer Service, Teaching, Strategy, Staff Development, Higher Education, Management

Education
City University of New York-Hunter College   2007 — 2009
M.A., Teaching of English to Speakers of Other Languages

Scripps College   2002 — 2006
B.A., Economics and French Dual

New York University

Casey Hamilton Casey Hamilton Greater New York City Area Details
Casey Hamilton's Gould Asset Management Experience September 2007 - November 2007
Job Clinical Research Study Assistant at Memorial Sloan Kettering Cancer Center
Industry Medical Practice
Experience
Memorial Sloan Kettering Cancer Center  March 2015 - Present
Rutgers Cancer Institute of New Jersey  September 2013 - March 2015
Gap Inc.  May 2011 - May 2012
Gap Inc.  September 2010 - May 2011
PricewaterhouseCoopers  September 2009 - September 2010
The Abernathy MacGregor Group  June 2008 - August 2008
Gould Asset Management   September 2007 - November 2007
Arthur J. Gallagher & Co.   June 2007 - August 2007

Skills
Microsoft Office, Stata, Bloomberg, Factiva, EDGAR, Morningstar, Hoovers, Thomson One, Nonprofits, Financial Modeling, Management, Microsoft Excel, Event Planning, Valuation, Inventory Management, PowerPoint, Social Media, Analysis, Leadership, Supply Chain Management, Survival Skills, Auditing, Thompson One, Research, Asset Allocation, Data Analysis, Spanish, Microsoft Word, Analytics, Bloomberg Terminal, Finance, Strategic Planning, Forecasting, Strategy, Financial Analysis

Education
Rutgers, The State University of New Jersey-New Brunswick   2012 — 2014
Postbaccalaureate Pre-Medical Coursework

Pomona College   2005 — 2009
B.A., Economics

The Lawrenceville School   2001 — 2005
High School Diploma

John Wick John Wick Greater New York City Area Details
John Wick's Gould Asset Management Experience September 2010 - December 2010
Job Research Analyst at EverPoint Asset Management
Industry Financial Services
Experience
EverPoint Asset Management  April 2014 - Present
SAC Capital  April 2013 - April 2014
Macquarie Group  August 2011 - April 2013
Sagehen Capital Management  May 2010 - December 2011
Pomona College Dept. of Economics   October 2007 - May 2011
Gould Asset Management   September 2010 - December 2010
Aksia  May 2010 - August 2010
Breakwater Yacht Club   May 2005 - August 2009
The Student Life Newspaper  January 2008 - January 2009

Education
Pomona College   2007 — 2011
BA, Mathematical Economics

Scarsdale High School   2003 — 2007

cathy gould cathy gould Holden, Massachusetts Details
cathy gould's Gould Asset Management Experience January 1997 - Present
Job CEO at Gould Asset Management
Industry Investment Management
Experience
Gould Asset Management   January 1997 - Present
Gould RE Investments   1995 - Present

Skills
Business Strategy, Strategic Planning, Business Planning, Leadership, Management, New Business Development

Education
Assumption College
Business Administration and Management, General