Ibis Capital (US)
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Ibis Capital (US) Employees
Employee
Years
Job
Industry
Robert Meyer, CFP®, CLU® Robert Meyer, CFP®, CLU®'s Ibis Capital (US) Experience March 2012 - Present
Job Founding Partner, Director of Strategic and Financial Planning at Ibis Capital
Industry Financial Services
Experience
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2003 - 2012
Morgan Stanley 1998 - 2003
Skills
Investments, Financial Modeling, Insurance, Alternative Investments, Financial Planning, Certified Financial...
Education
University of Arizona
Bachelor of Science (BS), Business Administration
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2003 - 2012
Morgan Stanley 1998 - 2003
Skills
Investments, Financial Modeling, Insurance, Alternative Investments, Financial Planning, Certified Financial...
Education
University of Arizona
Bachelor of Science (BS), Business Administration
Neal McNeil III, CIMA®, CFP®'s Ibis Capital (US) Experience March 2012 - Present
Job Founding Partner, Chief Executive Officer at Ibis Capital
Industry Financial Services
Experience
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2003 - 2012
Morgan Stanley 1997 - 2003
Skills
Investments, Portfolio Management, Asset Management, Financial Modeling, Securities, Asset Managment, Finance, Derivatives, Financial Analysis, Asset Allocation, Insurance, Investment Strategies, Investment Advisory, Certified Investment...
Education
California State University-Long Beach
Wharton School, University of Pennsylvania
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2003 - 2012
Morgan Stanley 1997 - 2003
Skills
Investments, Portfolio Management, Asset Management, Financial Modeling, Securities, Asset Managment, Finance, Derivatives, Financial Analysis, Asset Allocation, Insurance, Investment Strategies, Investment Advisory, Certified Investment...
Education
California State University-Long Beach
Wharton School, University of Pennsylvania
Jason Theisen's Ibis Capital (US) Experience December 2014 - Present
Job Director of Communications & Technology at Ibis Capital (US)
Industry Financial Services
Experience
Ibis Capital (US) December 2014 - Present
Ibis Capital (US) March 2012 - December 2014
Morgan Stanley Smith Barney November 2009 - March 2012
Skills
Business Development, Social Networking, Customer Service, Investments, Lead Generation, Social Media, PowerPoint, eMoney Advisor, Leadership, Marketing, Microsoft Excel, Salesforce.com, Database Admin, Series 7, Series 66, Salesforce.com..., Time Management, Market Research, Entrepreneurship, Social Media Marketing, Event Planning, Black Diamond..., Mac OS X, Outlook, Wealth Management, Sales, Financial Analysis, Insurance, Facebook, Investment Strategies, Cold Calling, FINRA, Networking, WebEx, Microsoft Word, Microsoft Office, Photoshop, Regulatory Compliance, Operations Management
Education
San Diego State University-California State University 2004 — 2009
BS, Marketing
Tesoro High School 2000 — 2004
Ibis Capital (US) December 2014 - Present
Ibis Capital (US) March 2012 - December 2014
Morgan Stanley Smith Barney November 2009 - March 2012
Skills
Business Development, Social Networking, Customer Service, Investments, Lead Generation, Social Media, PowerPoint, eMoney Advisor, Leadership, Marketing, Microsoft Excel, Salesforce.com, Database Admin, Series 7, Series 66, Salesforce.com..., Time Management, Market Research, Entrepreneurship, Social Media Marketing, Event Planning, Black Diamond..., Mac OS X, Outlook, Wealth Management, Sales, Financial Analysis, Insurance, Facebook, Investment Strategies, Cold Calling, FINRA, Networking, WebEx, Microsoft Word, Microsoft Office, Photoshop, Regulatory Compliance, Operations Management
Education
San Diego State University-California State University 2004 — 2009
BS, Marketing
Tesoro High School 2000 — 2004
Rebecca DeNisco Rebecca DeNisco's Ibis Capital (US) Experience October 2014 - April 2015
Job Business Development at Merganser Capital Management
Industry Financial Services
Experience
Merganser Capital Management June 2015 - Present
Ibis Capital (US) October 2014 - April 2015
LPL Financial June 2014 - September 2014
State Street September 2012 - May 2014
Barton Associates Inc. July 2013 - August 2013
Boston Harbor Cruises May 2009 - July 2013
Morgan Stanley 2010 - 2010
Skills
Microsoft Excel, Customer Service, Financial Analysis, Time Management, Microsoft Office, Investments, Public Speaking, Teamwork, Management, CRM, Salesforce.com, LexisNexis, Leadership, PowerPoint, Sales, Budgets, Outlook, SharePoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Alternative Investments, Financial Analyst
Lynnfield High School
Merganser Capital Management June 2015 - Present
Ibis Capital (US) October 2014 - April 2015
LPL Financial June 2014 - September 2014
State Street September 2012 - May 2014
Barton Associates Inc. July 2013 - August 2013
Boston Harbor Cruises May 2009 - July 2013
Morgan Stanley 2010 - 2010
Skills
Microsoft Excel, Customer Service, Financial Analysis, Time Management, Microsoft Office, Investments, Public Speaking, Teamwork, Management, CRM, Salesforce.com, LexisNexis, Leadership, PowerPoint, Sales, Budgets, Outlook, SharePoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Alternative Investments, Financial Analyst
Lynnfield High School
Josh Bickett Josh Bickett's Ibis Capital (US) Experience June 2013 - September 2013
Job Financial Analyst at S & P Data
Industry Outsourcing/Offshoring
Experience
S & P Data October 2014 - Present
Reality Shares, Inc. October 2013 - May 2014
Ibis Capital (US) June 2013 - September 2013
CapTarget December 2012 - March 2013
Skills
Capital IQ, Microsoft Excel, Stata, Financial Analysis, Data Analysis, Economics, Econometrics, Quantitative Analytics, Research, Valuation, Bloomberg Terminal, Equity Research, Investments, Finance, Financial Modeling
Education
University of California, San Diego 2012 — 2014
Bachelor of Arts (B.A.), Economics
S & P Data October 2014 - Present
Reality Shares, Inc. October 2013 - May 2014
Ibis Capital (US) June 2013 - September 2013
CapTarget December 2012 - March 2013
Skills
Capital IQ, Microsoft Excel, Stata, Financial Analysis, Data Analysis, Economics, Econometrics, Quantitative Analytics, Research, Valuation, Bloomberg Terminal, Equity Research, Investments, Finance, Financial Modeling
Education
University of California, San Diego 2012 — 2014
Bachelor of Arts (B.A.), Economics
Jon Roethke Jon Roethke's Ibis Capital (US) Experience February 2014 - Present
Job Marketing
Industry Marketing and Advertising
Experience
Ibis Capital (US) February 2014 - Present
Lambda Chi Alpha: Delta Kappa Chapter August 2012 - January 2013
Skills
Marketing, Social Media, Social Media Marketing, Social Networking, Research, Teamwork, Leadership, Market Research, Event Management, Event Planning, Public Speaking, Time Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Facebook
Education
University of San Diego 2009 — 2013
Ibis Capital (US) February 2014 - Present
Lambda Chi Alpha: Delta Kappa Chapter August 2012 - January 2013
Skills
Marketing, Social Media, Social Media Marketing, Social Networking, Research, Teamwork, Leadership, Market Research, Event Management, Event Planning, Public Speaking, Time Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Facebook
Education
University of San Diego 2009 — 2013
Bryan Fox's Ibis Capital (US) Experience April 2014 - August 2014
Job Vice President at Associated Students of University of San Diego
Industry Accounting
Experience
Associated Students of University of San Diego May 2015 - Present
University of San Diego September 2012 - Present
EY June 2015 - August 2015
Ibis Capital (US) April 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Data Analysis, Auditing, Tax Accounting, Consulting, Financial Accounting
Education
University of San Diego 2012 — 2016
Accountancy and Supply Chain Management
University of San Diego 2012 — 2016
Accounting and Supply Chain Management
Associated Students of University of San Diego May 2015 - Present
University of San Diego September 2012 - Present
EY June 2015 - August 2015
Ibis Capital (US) April 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Data Analysis, Auditing, Tax Accounting, Consulting, Financial Accounting
Education
University of San Diego 2012 — 2016
Accountancy and Supply Chain Management
University of San Diego 2012 — 2016
Accounting and Supply Chain Management
Judy Land Judy Land's Ibis Capital (US) Experience January 2015 - Present
Job Business Development Consultant
Industry Marketing and Advertising
Experience
Ibis Capital (US) January 2015 - Present
Judy Land & Associates September 1996 - Present
Law Offices September 2011 - December 2014
Education
Merritt College 1966 — 1969
Associate's Degree, Economics, College Degree
San Diego State University-California State University 1964 — 1966
Mathematics
Ibis Capital (US) January 2015 - Present
Judy Land & Associates September 1996 - Present
Law Offices September 2011 - December 2014
Education
Merritt College 1966 — 1969
Associate's Degree, Economics, College Degree
San Diego State University-California State University 1964 — 1966
Mathematics
Ryan Clive-Smith's Ibis Capital (US) Experience March 2012 - Present
Job Founding Partner, Director of Business Development at Ibis Capital
Industry Financial Services
Experience
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2001 - March 2012
Skills
Investments, Entrepreneurship, Financial Modeling, Wealth Management, Finance, Financial Analysis, Insurance, Securities, CRM, Mergers & Acquisitions, Leadership, Sales, Small Business, Financial Advisory, Asset Management, Portfolio Management, Strategy
Education
Kansas State University 1992 — 1995
BS Marketing, MBA Finance
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2001 - March 2012
Skills
Investments, Entrepreneurship, Financial Modeling, Wealth Management, Finance, Financial Analysis, Insurance, Securities, CRM, Mergers & Acquisitions, Leadership, Sales, Small Business, Financial Advisory, Asset Management, Portfolio Management, Strategy
Education
Kansas State University 1992 — 1995
BS Marketing, MBA Finance