Independent Fiduciary Services
Address: Post Office Box 1941, Novato, CA 94948 Hours: Closed ⋅ Opens 9AM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 892-7925Category: Place name: : Website: : : : : : Category: Legal Services 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 website 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 Independent Fiduciary Services Posting publicly on the Web Write a review Reviews Be the first to review
Independent Fiduciary Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Independent Fiduciary Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Independent Fiduciary Services Employees
Monument Wealth Management December 2012 - Present
Gallagher Fiduciary Advisors (fka Independent Fiduciary Services) June 2010 - December 2012
Independent Fiduciary Services November 2006 - June 2010
IBM October 2004 - November 2006
Arvidson Pools & Spas June 2003 - October 2004
Skills
Investment Performance..., Investment Performance..., Asset Allocation, eVestment Alliance, Morningstar Direct, FactSet, VBA, SAS, Delphi, C++, SQL
Education
Principia College 2000 — 2003
BA, Business Administration and Computer Science
Principia Upper School
Dun & Bradstreet July 2010 - Present
Independent Fiduciary Services February 2009 - July 2010
Johnson & Johnson May 2007 - September 2008
HSBC investments December 2004 - April 2007
Federal Reserve April 1998 - November 2004
HSBC Investments April 1996 - April 1998
Skills
Asset Allocation, Fixed Income, Investment Strategies, Securities, Equities, Mutual Funds, Retirement Planning, Investments, Pensions, Financial Risk, Insurance, Relationship Management, Analysis, Due Diligence, Portfolio Management, Investment Management, Financial Services, Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Finance, Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1999
MBA, Finance, Cum Laude
State University of New York at Buffalo - School of Management 1987 — 1991
BS, Accounting, Cum Laude
University at Buffalo 1987 — 1990
BA, Economics, Cum Laude
University of Houston 1986 — 1987
Business Administration and Management, General
Unum August 2005 - Present
Apogent Technologies - Fisher Scientific January 2000 - July 2005
Northern New England Carpenters Benefit Funds 1989 - 2000
Independent Fiduciary Services January 1997 - January 1998
Skills
Employee Benefits, Regulatory Reporting, Regulatory Requirements, Employee Benefit Plan..., Group Presentations, Pension Administration, 401k, Pension Funds, Benefits Administration, Conversions, Project Implementation, Canadian Pension Plans, Executive Pay, Retirement, ERISA, Defined Contribution, Mergers & Acquisitions, Mutual Funds, Investments, Management, Human Resources
Education
University of New Hampshire 1977 — 1981
Bachelor of Science, Health Administration and Planning
Berlin High School 1974 — 1977
National Electrical Benefit Fund January 2013 - Present
International Association of Machinists National Pension Fund October 2011 - January 2013
Industry Funds Management December 2006 - October 2011
Independent Fiduciary Services September 2001 - May 2006
AFL-CIO Center for Working Capital September 1999 - September 2001
Industry Funds Services December 1996 - August 1999
Marco Consulting Group April 1990 - November 1996
Citizens Utility Board 1985 - 1990
U.S. Representative Lane Evans 1983 - 1984
Skills
Asset Allocation, Asset Management, Asset Managment, Client Services, Corporate Finance, Due Diligence, Equities, Hedge Funds, Investment Management, Pension Funds, Pensions, Investments, Investment Advisory, Infrastructure, Governance, Alternative Investments, Portfolio Management, Risk Management, Wealth Management
Education
The University of Chicago Booth School of Business 1985 — 1990
MBA, Finance
Carleton College 1974 — 1978
BA, Political Economy
The Wistar Institute July 2012 - Present
Freedom Information Systems 2011 - 2012
Independent Fiduciary Services 2007 - 2011
Freedom Information Systems/NASA February 2005 - March 2007
McKinsey & Company January 1997 - February 2005
Howard Hughes Medical Institute July 1984 - January 1997
Design Space International (GE Mobile/Modular) May 1982 - July 1984
Skills
Management Consulting, Strategic Planning, Executive Management, Business Planning, Change Management, Process Improvement, General Administration, Staff Development, Operations Management, Business Strategy, Start-ups, Due Diligence, Performance Management, Supply Chain Management, Facilities Management, Accounting, Operational Excellence, Strategic Leadership, Biotechnology, Organizational..., Team Building, New Business Development, Organizational Design, Project Management, Biotechnology Industry, Brand Development, Marketing Strategy, Financial Analysis, Human Resources, Information Management, Information Technology, Historical Buildings, Higher Education, Budgeting, Small Business..., Non-profits, Strategy Development, Finance, Research Administration, Business Development
Education
Sam Houston State University 1978 — 1982
BBA, Business Administration
Novato Chamber of Commerce and Visitors Center June 2014 - Present
Guide Dogs for the Blind January 2001 - Present
County of Marin June 2014 - June 2015
Cabernet Corp July 2014 - December 2014
Independent Fiduciary Services March 2014 - July 2014
Cabernet Corporations May 2011 - December 2013
San Marin High School, Novato Unified School District February 2009 - June 2011
Boy Scouts of America, Marin Council May 2010 - July 2010
Guide Dogs for the Blind July 2007 - August 2007
Boy Scouts of America August 2004 - February 2007
Skills
Microsoft Office, International Relations, Italian languages, Spanish-English, Greek, Teaching, Presentations, Globalization, History, Training Delivery, Communication, Team Leadership, Economic Development, Process Improvement, Mentoring, Event Planning, Event Management, Woodworking, Gardening, Landscaping, Volunteer Management, Public Speaking, Leadership, Coaching, Community Outreach, Fundraising, Customer Service, Grant Writing, Management, Training, Leadership Development, Spanish
Education
UC Santa Barbara 2011 — 2013
Bachelor of Arts (B.A.), Global Studies, 3.4/4.0
Santa Rosa Junior College 2008 — 2011
Associate's degree, Social & Behavioral Sciences, Natural Sciences, 3.6/4.0
Arthur J. Gallagher and Co. May 2011 - Present
Independent Fiduciary Services September 2004 - May 2011
Education
Wallington High School 1975 — 1980
HS, Business
Bergen Community College
Accounting and Computer Science
Independent Fiduciary Services August 2007 - Present
ID PILOT Corporation January 2005 - Present
Brascan Strategic Asset Management June 2004 - January 2005
TimesSquare Capital Management June 2001 - June 2004
Barclays Capital April 1998 - June 2001
Education
Fordham Gabelli School of Business 1988 — 1989
MBA, Finance
Muhlenberg College 1978 — 1982
BA, Political Science, Pre-law
Institutional Investment & Fiduciary Services at AJG March 2008 - Present
Fairfax County Retirement Agency January 2007 - March 2008
Independent Fiduciary Services March 2005 - January 2007
Delaware Investments, a member of the Macquarie Group September 2002 - April 2005
Skills
Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments, Capital Markets, Due Diligence, Pension Funds, Research, Risk Management, Dynamic Asset Allocation
Education
The Johns Hopkins University - Carey Business School 2008 — 2011
Master of Science, Finance
Kutztown University of Pennsylvania 1998 — 2002
Bachelors, Finance
Arthur J. Gallagher & Co. May 2013 - Present
USEC August 2004 - May 2013
Independent Fiduciary Services 2000 - 2004
Skills
Pension Funds, Corporate Finance, Investment Policy, Financial Modeling, Asset Allocation, Asset Management, Investment Strategies, Due Diligence, Hedge Funds
Education
The Johns Hopkins University - Carey Business School 2003 — 2006
MS, Finance
The George Washington University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Independent Fiduciary Services
Skills
Trust Services, Non-profits, Elder Care, Investments, Estate Planning, Nonprofits, Research, Accounting, Powers of Attorney, Trusts, Estate Tax Planning, Special Needs Trusts, Estate Law, Conservatorships, Estate Administration, Guardianship, Trust Management, Wills
Education
University of Massachusetts, Amherst 1969 — 1974
BS, Home Economics
Independent Fiduciary Services
Skills
Investment Advisory, Investment Strategies, Investments, Portfolio Management
Education
University of Phoenix 2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General, 3.54 GPA
Aon Hewitt Investment Consulting September 2008 - Present
Independent Fiduciary Services 1998 - 2008
D.C, Retirement Board - D.C, Government 1993 - 1998
D.C. Retirement Board - DC Government 1985 - 1993
Skills
Fiduciary Education, Good Governance, Operational Risk..., Policy/Procedure..., Policy Analysis, Pension Fund..., Investment Consulting, Pension Law, Investment Strategies, Asset Allocation, Pension Funds, Pensions, Investment Advisory..., Equities, Hedge Funds, Institutional..., Asset Management, Private Equity, Alternative Investments, Fixed Income, Investment Advisory, Investments, Portfolio Management
Education
Georgetown University Law Center 1977 — 1980
J.D
Brooklyn College 1972 — 1976
BS, cum laude, Psychology/English