Insight Capital Research & Management
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Insight Capital Research & Management Employees
Osterweis Capital Management November 2013 - Present
Insight Capital Research & Management December 2011 - November 2013
Center for Economic Development September 2007 - February 2009
Economics Department, California State University, Chico January 2007 - January 2008
Skills
Microsoft Excel, Project Management, Marketing, Management, Strategic Planning, Accounting, Portfolio Management, Public Relations, Social Media, Team Building, Teaching, Negotiation, Marketing Strategy, Auditing, Account Management, Contract Negotiation, Account Reconciliation
Education
St. Mary's College of California 2010 — 2012
Master of Business Administration (MBA), Finance
California State University-Chico 2003 — 2007
Bachelor's Degree, Economics
California State University-Chico 2003 — 2007
Bachelor's Degree, Marketing
St. Francis High School
Insight Capital Research & Management February 2015 - Present
Insight Capital Research & Management September 2013 - February 2015
Insight Capital Research & Management February 2009 - September 2013
Insight Capital Research & Management February 2006 - February 2007
Morgan Stanley 2000 - 2001
Santa Barbara Securities 1992 - 2000
Skills
Compliance, GIPS Compliance, Investment Advisory, Portfolio Management, Equities, Asset Allocation, Marketing, RIAs, Commercial Real Estate, Zephyr Style Advisor, RFP Generation, Securities, Thomson One Analytics, Morningstar, Compliance11
Education
Saint Mary's College of California 2015 — 2016
Master of Business Administration (MBA)
California State University-Sacramento 1985 — 1989
B.S., Business Administration
Insight Capital Research & Management December 2013 - Present
Westhouse Securities August 2010 - December 2013
Liberty International Asset Management 2005 - August 2010
Tokyo Mitsubishi Asset Management 2001 - 2004
Credit Suisse January 2001 - October 2001
Painewebber 1999 - 2001
Skills
Financial Modeling, Valuation, Investments, Asset Managment, Fixed Income, Equities, Finance, Investment Banking, Corporate Finance, Financial Analysis, Equity Research, Mergers, Portfolio Management, Capital Markets, Entrepreneurship, Hedge Funds, Due Diligence, Private Equity, Risk Management, Bloomberg, Asset Management, Emerging Markets, Analysis, Trading, Strategy, Financial Services, Venture Capital, Mergers & Acquisitions, Derivatives, Securities, Financial Markets
Education
Cass Business School 2007 — 2009
Executive MBA
CFA Institute 2002 — 2004
Chartered Financial Analyst (CFA)
The UK Society of Investment Professionals (UKSIP) 2002 — 2002
Investment Management Certificate (IMC)
Financial Services Authority (FSA) 2001 — 2001
Futures and Options Representative
Financial Services Authority (FSA) 2000 — 2000
Securities Representative
University of Plymouth 1995 — 1999
BA (Hons), Business Studies - including placement year
Deltak December 2004 - Present
Deltak / Rasmussen Inc. 2004 - Present
Deltak edu, Rasmussen Inc. 2004 - Present
Eastern Washington University 2000 - 2004
Chiron Corporation June 1999 - June 2000
Insight Capital Research & Management August 1995 - 2000
Education
Eastern Washington University 2002 — 2004
BA Interdisciplinary Studies
Eastern Washington University 2002 — 2004
Insight Capital Research & Management 1995 - 2010
Education
California State University-Sacramento 1990 — 1994
Business Administration, Accounting
O'Shaughnessy Asset Management, LLC (OSAM) February 2014 - Present
Oak Ridge Investments April 1998 - February 2014
Insight Capital Research & Management August 1992 - April 1998
Fidelity Investments April 1986 - April 1989
Skills
Asset Allocation, Asset Management, Equities, Investments, Marketing, Mutual Funds, Series 7, Investment Strategies, Series 63, Hedge Funds, Investment Advisory, Alternative Investments, Portfolio Management, Securities, Wealth Management
Education
Texas A&M University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
The University of Dallas 1990 — 1992
Master of Business Administration (MBA), Corporate Finance
Osterweis Capital Management April 2007 - Present
MyVest February 2003 - April 2007
RCM Global Investors February 1997 - February 2003
Wells Fargo June 1995 - January 1997
Insight Capital Research & Management October 1993 - June 1995
Skills
Corporate Actions, Investments, Trading, Bloomberg, Hedge Funds, Equities, Back Office, Trading Systems, DTC, Fixed Income, Electronic Trading, Securities, Order Management, Charles River IMS, Market Data, Post-trade, Omgeo Oasys, Operations, Eagle Investment Systems
Education
University of California, San Diego
Bachelor of Arts (B.A.), Political Science & Economics
Golden Gate University
Graduate Certificate in Financial Planning (requirement for CFP examination)
Natixis Global Asset Management July 2010 - Present
Insight Capital Research & Management August 1993 - July 2010
Skills
Options, Asset Management, Portfolio Management, Investments, Series 63, Microsoft Office, Financial Markets, Trading, Equities, Trading Systems, Equity Trading, Due Diligence, Derivatives, Electronic Trading, Hedge Funds, Research, Account Management, ETFs, Asset Allocation, Mutual Funds, Investment Advisory, Technical Analysis
Education
University of Nevada-Las Vegas 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Engler Consulting April 2008 - Present
Eplica, Inc. May 2006 - April 2008
Eplica, Inc. May 2001 - May 2006
The Eastridge Group of Staffing Companies September 1998 - May 2001
Insight Capital Research & Management 1993 - 1998
Skills
Process Improvement, Cloud Computing, IT Strategy, Virtualization, Data Center
Education
University of Southern California 1988 — 1992
BSME, Mechanical Engineering
JSM BodyWork, Inc. November 2002 - Present
Insight Capital Research & Management 2001 - 2002
Skills
Therapeutic Massage, Bodywork, Reflexology, Thai Massage, Stress, Neck Pain, Yoga, Stretching, Pain Management
Education
USD School of Business 1998 — 2000
Master of Business Administration (MBA), International Finance
UCSD 1987 — 1992
Bioengineering and Biomedical Engineering
Energy Experts International September 2014 - February 2015
Designing Benefits, INC June 2013 - July 2014
Berliner Cohen July 2011 - December 2012
Filice Brown Eassa & McLeod LLP April 2007 - January 2011
Farmers Insurance March 2006 - April 2007
San Francisco Chronicle December 2004 - November 2006
Insight Capital Research & Management 1999 - 2003
Skills
Employment Law, Employee Relations, Onboarding, Interviewing, Performance Management, Payroll, Hiring, Benefits Administration, Compensation, Employee Benefits, Workers Compensation, Benefits, Talent Acquisition, Labor Relations, Organizational..., Talent Management, Compliance, Conflict Resolution, HR Policies, Policy, Succession Planning, Coaching, Outlook, Excel, Mediation, Leadership Development, Microsoft Office, HR Consulting, Word, Mentoring, Recruitment/Retention, Administration, Employee Engagement, Payroll Processing, Contract Management, PowerPoint, FMLA, Customer Relations, Negotiation, Full-cycle Recruiting, Team Building, Customer Service, Contract Negotiation, Strategic Planning, Resume Writing, Workforce Planning, Budgeting, Change Management, HRIS, Recruiting
Education
California State Polytechnic University-Pomona 1991 — 1994
B.S.
Headwaters MB March 2012 - Present
Rutberg & Company May 2009 - February 2012
Insight Capital Research & Management June 2008 - April 2009
HomeAid Northern California May 2006 - May 2008
Leisure Sports 2004 - 2008
Fragomen, Del Rey, Bernsen & Loewy October 2001 - January 2003
Skills
Microsoft Office, PowerPoint, Project Management, Event Planning, Budgets, Social Media, Microsoft Word
Education
John F. Kennedy University 2003 — 2005
MA, Performance Psychology
University of Maryland College Park 1996 — 2000
BA, Psychology
West Morris Central 1992 — 1996
Charles Schwab Investment Management March 2012 - Present
Charles Schwab Investment Advisory January 2006 - March 2012
Insight Capital Research & Management February 2004 - January 2006
Insight Capital Research & Management October 2003 - February 2004
Kelmoore Investment Company October 2001 - March 2003
Prudential Volpe Technology Group March 2000 - June 2001
Skills
Investments, Mutual Funds, Asset Managment, Series 7, Alternative Investments, Equity Trading, Trade Compliance, Wrap Accounts, ETFs, RIAs, Portfolio Management, Investment Strategies, Asset Allocation, Investment Advisory, Securities, Trading, Investment Management, Wealth Management, FINRA, Hedge Funds, Fixed Income, Bloomberg, Trading Systems, Options, Asset Management, Equities, Series 63, Management, Financial Services
Education
University of Massachusetts, Amherst 1993 — 1996
Bachelor of Science
Boston College 1992 — 1993
Cushing Academy
Optionetics
Children's Hospital & Research Center Oakland June 2010 - Present
Douglas Environmental. Inc. November 2009 - March 2010
Insight Capital Research & Management, Inc. March 2008 - September 2008
Insight Capital Research & Management March 2008 - September 2008
RE/MAX Accord September 2004 - January 2008
Legacy Wealth Advisors August 2003 - August 2004
Prudential Securities, Inc. April 1984 - June 1996
Education
California State University-Long Beach 1978 — 1982
B.S., Business Administration - Finance
California State University-East Bay
Certificate, Human Resources Management
Maxim Group October 2011 - Present
Duncan-Williams, Inc. September 2009 - October 2011
Insight Capital Research & Management February 2008 - September 2009
Janney Montgomery Scott 2005 - 2008
FTN Midwest Securities 2002 - 2006
Skills
CRM, Portfolio Management, Hedge Funds, Equity Research, Equities, Institutional Sales
Education
University of California, Davis 1998 — 2000
BS, Managerial Economics
Santa Rosa Junior College
DMK Enterprises, LLC., ICG Investment Consulting Group July 2005 - March 2006
Investment Capital Advisors, ICG Financial, LLC August 2003 - July 2005
Insight Capital Research & Management September 2000 - September 2001
Education
University of California, Santa Barbara
Bachelor of Arts, College of Letters and Science, Political Science, German, Spanish
Insight Capital Research & Management July 2010 - Present
Insight Capital Research & Management May 1997 - July 2010
Insight Capital Research & Management September 1996 - May 1997
Insight Capital Research & Management January 1996 - September 1996
Skills
Equities, Equity Trading, Investments, Asset Management, Bloomberg, Trading, Electronic Trading, Securities, Trading Systems, Trading Strategies, Separately Managed..., Trading System, Bloomberg Terminal, Technical Analysis, Traders, Buy-side, Capital Markets, Alternative Investments, Investment Advisory, Equity Research, ETFs, Investment Strategies, Portfolio Management
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics
Cupertino High School 1988 — 1991
Leading Edge Investment Advisors August 2011 - Present
Insight Capital Research & Management January 1996 - August 2011
Education
San Francisco State University 1991 — 1994
BS, Accounting