Hollencrest Capital Management

Industry: Company

Description

Founded: 1999 Parent organization: Hollencrest Securities, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportHollencrest Capital ManagementWebsiteDirections Saved (0) Saved Save 1 Google review Financial institution in Newport Beach, California Address: 100 Bayview Cir #500, Newport Beach, CA 92660 Phone: (949) 737-7700: : : Website: : Place name: : Hours: Category: : Website: http://www.hollencrest.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Hollencrest Capital Management Posting publicly on the Web Write a review Reviews 1 Google review

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Hollencrest Capital Management Employees

Employee
Years
Job
Industry
Arleen Balsz Arleen Balsz Orange, California Details
Arleen Balsz's Hollencrest Capital Management Experience January 1997 - September 2002
Job Account Manager at Allied Professional Insurance
Industry Insurance
Experience
Allied Professional Insurance   December 2008 - Present
Merrill Lynch  September 2002 - December 2008
Hollencrest Capital Management   January 1997 - September 2002

Skills
Sales Management, Account Management, Insurance, Sales, Direct Sales, Relationship Management, New Business Development, Customer Retention, Cold Calling, Event Planning, Team Building, Leadership

Education
Chapman University   2003 — 2005
Bachelor's degree, Organizational Leadership

Perry Leventhal Perry Leventhal Las Vegas, Nevada Area Details
Perry Leventhal's Hollencrest Capital Management Experience January 2010 - June 2012
Job Financial Risk Analyst
Industry Financial Services
Experience
Westlake Financial Services  2013 - Present
LBA Realty  June 2012 - September 2012
Hollencrest Capital Management   January 2010 - June 2012

Skills
Microsoft Excel, Microsoft Office, Risk Management, Project Management, Credit Analysis, Investments, Management, Finance, Accounts Receivable, Accounts Payable, Analysis, Financial Analysis, MySQL, Credit Risk, Weka, ArcGIS, Financial Audits, SQL Server Management..., Eclipse, Visual Studio, PowerPoint, Microsoft Word, SSIS, Financial Modeling, Financial Risk, Data Analysis, Marketing, Forecasting, Accounting, Analytics, Banking, Loans

Education
University of California, Irvine   2008 — 2012
Bachelor of Science (B.S.), Earth and Environmental Sciences, GPA 3.90

University of California, Irvine - The Paul Merage School of Business   2008 — 2012
Bachelor of Arts (B.A.), Business Administration, GPA 3.90

Katherine Gifford Katherine Gifford San Diego, California Details
Katherine Gifford's Hollencrest Capital Management Experience September 2008 - July 2009
Job Marketing Assistant at Oliver McMillan
Industry Marketing and Advertising
Experience
OliverMcMillan  February 2013 - Present
United States Department of Defense  July 2011 - September 2012
redIT.  October 2010 - July 2011
Sequoia Solar   November 2009 - May 2010
Hollencrest Capital Management   September 2008 - July 2009

Skills
Negotiation, QuickBooks, Outlook, Real Estate, Microsoft Excel, Marketing, Invoicing, Accounting, PowerPoint, Microsoft Word, Sales, Event Planning

Education
University of California, Irvine   2005 — 2009
Bachelor of Arts, Sociology

UCSD Extension   2014 — 2015
Design and Web Publishing

Zach Staggs Zach Staggs Newport Beach, California Details
Zach Staggs's Hollencrest Capital Management Experience July 2011 - Present
Job Registered Investment Advisor who advises HNW families, business owners & entrepreneurs at Hollencrest Capital Mgmt
Industry Financial Services
Experience
Hollencrest Capital Management   July 2011 - Present
Momentous Insurance Brokerage, Inc.   December 2009 - July 2011
U.S. Army   June 2003 - July 2007

Skills
Relationship Management, Coaching, Leadership, Strategic Planning, Entrepreneurship, Financial Services, Estate Planning, Risk Management, Business Development, Management, Analysis, Financial Risk, Negotiation, Financial Analysis, Financial Modeling, Business Planning, Team Building, Mergers, Business Strategy, Contract Negotiation, Project Management, Real Estate Transactions, Private Foundations, Charity Work, Finance, Strategy, Investments

Education
University of California at Irvine   2013 — 2015
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

University of California, Los Angeles   1998 — 2001
BA, Political Science

Dylan Tendler Dylan Tendler Dallas/Fort Worth Area Details
Dylan Tendler's Hollencrest Capital Management Experience June 2010 - February 2012
Job Sales Solutions Engineer at AppFolio Inc.
Industry Financial Services
Experience
AppFolio Inc.  June 2014 - Present
AppFolio Inc.  August 2013 - May 2014
AppFolio Inc.  June 2012 - May 2014
SecureDocs   January 2013 - January 2014
AppFolio Inc.  March 2012 - May 2012
Southern Methodist University  August 2008 - May 2012
Hollencrest Capital Management   June 2010 - February 2012
Goodwill Fitness Center   June 2009 - September 2009

Skills
Appfolio Property..., Investment Strategies, Portfolio Performance..., Market Research, Microsoft Office, Salesforce.com, Microsoft Excel, PowerPoint, Leadership, Social Media, Social Networking, Customer Service, Modern Portfolio Theory, SaaS, Account Management, Social Media Marketing, Sales, Event Planning, Public Speaking, Marketing, Research, Business Development, Risk Tolerance, Microsoft Word, Outlook, Financial Modeling, Data Analysis

Education
Southern Methodist University - Cox School of Business   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

University of Virginia   2010 — 2010
Semester At Sea

Amy DeWit Amy DeWit Greater Atlanta Area Details
Amy DeWit's Hollencrest Capital Management Experience June 2002 - June 2006
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2007 - Present
Hollencrest Capital Management   June 2002 - June 2006

Education
Kennesaw State University   1994 — 1996

North Cobb High School

Jonathan Wang Jonathan Wang Greater New York City Area Details
Jonathan Wang's Hollencrest Capital Management Experience August 2010 - September 2010
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  July 2014 - Present
Lazard  June 2012 - June 2014
Morgan Stanley  June 2011 - August 2011
Hollencrest Capital Management   August 2010 - September 2010
Evyavan Advisory Services   June 2010 - August 2010
Fluidmaster  June 2009 - August 2009

Skills
Java, Matlab, Python, R, Bloomberg, Microsoft Excel, Trading, Equities, Research, Investment Banking

Education
Princeton University   2008 — 2012
B.S.E., Operations Research and Financial Engineering

St. Margaret's Episcopal School   2004 — 2008
High School Diploma

Gina Yocom Gina Yocom New York, New York Details
Gina Yocom's Hollencrest Capital Management Experience 2008 - 2010
Job New York City FC
Industry Sports
Experience
NYCFC   February 2014 - Present
Agent-cy Online Marketing, Inc   October 2013 - January 2014
IMG  January 2013 - June 2013
Orange Coast magazine at Emmis Communications  May 2012 - September 2012
CU- Independent Newspaper   September 2009 - May 2011
Hollencrest Capital Management   2008 - 2010

Skills
Journalism, Editing

Education
University of Colorado at Boulder   2009 — 2012
Journalism and Mass Communication, News-Editorial

Austin Chow Austin Chow Irvine, California Details
Austin Chow's Hollencrest Capital Management Experience August 2014 - June 2015
Job Club Sports Assistant at UC Irvine Anteater Recreation Center
Industry
Experience
Hollencrest Capital Management   August 2014 - June 2015
UC Irvine Anteater Recreation Center  September 2013 - June 2015
City of Mission Viejo  July 2014 - July 2014
Real Estate Department of San Francisco   June 2013 - August 2013
Lutheran Church of the Holy Spirit  July 2012 - August 2012
One World Communications   July 2011 - September 2011

Skills
Higher Education, Student Affairs, Sports, Community Outreach, Research, Customer Service, Editing, Event Planning, Facebook, Fundraising, Microsoft Excel, Microsoft Office, Nonprofits, Microsoft Word, Public Speaking, PowerPoint, Social Networking, Teamwork

Education
University of California, Irvine - The Paul Merage School of Business   2011 — 2015
Bachelor’s Degree, Business Administration, 3.3

Abraham Lincoln High School   2007 — 2011
High School

DJ Burke DJ Burke Orange County, California Area Details
DJ Burke's Hollencrest Capital Management Experience May 2006 - May 2011
Job Managing Partner at Mobile Direct LLC
Industry Venture Capital & Private Equity
Experience
Mobile Direct   May 2013 - Present
Clarity Capital Partners   June 2011 - November 2013
Hollencrest Capital Management   May 2006 - May 2011
Keck School of Medicine of USC  2002 - 2005
ABC-Good Morning America  2000 - 2000

Education
University of Southern California   2003 — 2005
MA, Communication Management

University of Southern California   1996 — 2000
Bachelor's degree, Communication, General

VCS   1993 — 1996

Michael Ashley Schulman, CFA Michael Ashley Schulman, CFA Newport Beach, California Details
Michael Ashley Schulman, CFA's Hollencrest Capital Management Experience December 2008 - Present
Job Managing Director Partner, Senior Portfolio Manager
Industry Investment Management
Experience
Hollencrest Capital Management   December 2008 - Present
Hollencrest Capital Management   June 2005 - December 2008
Deutsche Bank  March 2002 - May 2005
Accenture  March 2001 - September 2001
Open Ratings  September 1999 - January 2001
The World Federation of Exchanges (formerly Federation Internationale des Bourses de Valeurs)   June 1999 - September 1999
Pacific Income Advisors   September 1991 - January 1998

Skills
Asset Allocation, Mutual Funds, Investments, Equities, Capital Markets, Bonds, Quantitative Analytics, Options, Strategic Planning, Structured Products, Investment Banking, Investment Strategies, Equity Derivatives, Strategy, Valuation, Emerging Markets, Negotiation, Series 7, Commodity, Leadership, Team Building, Structured Finance, Venture Capital, Financial Services, Bloomberg, Securities, Financial Modeling, Start-ups, Asset Management, Derivatives, Wealth Management, Finance, Financial Analysis, Business Strategy, Trading, Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds, Expert Witness, Industry Analysis, Debt, Excel, Risk, Equity Research, Macroeconomics, Global Macro, Munis, Corps, Series 27

Education
MIT Sloan School of Management   1998 — 2000
MBA, Business

Chartered Financial Analyst
CFA

University of California, at Berkeley
BA, Economics

Emre Kocatulum Emre Kocatulum Greater Chicago Area Details
Emre Kocatulum's Hollencrest Capital Management Experience January 2006 - February 2006
Job Quantitative Research at DRW Trading Group
Industry Financial Services
Experience
DRW Trading Group  September 2008 - Present
FMCG   May 2006 - August 2006
Hollencrest Capital Management   January 2006 - February 2006

Skills
Matlab, trading options on..., Portfolio Management, Derivatives, Quantitative Finance, Bloomberg, Volatility, Trading Systems, Time Series Analysis, Hedging, Statistical Arbitrage, Options, Quantitative Analytics

Education
Massachusetts Institute of Technology   2003 — 2008
PhD, Economics

Boğaziçi University   1999 — 2003
B.A., Economics

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