INVESTMENT PLACEMENT GROUP

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INVESTMENT PLACEMENT GROUP Employees

Employee
Years
Job
Industry
Gilbert Addeo Gilbert Addeo Greater San Diego Area Details
Gilbert Addeo's INVESTMENT PLACEMENT GROUP Experience July 2015 - Present
Job COO Investment Placement Group
Industry Financial Services
Experience
Investment Placement Group   July 2015 - Present
Pershing LLC  January 2008 - Present
Bear Stearns  October 2001 - October 2007
SunGard  1998 - 2001
TD Waterhouse Investor Services  1996 - 1998
Philadelphia Stock Exchange  1990 - 1996

Skills
CRM, Financial Services, Management, Project Management, Sales Management, Strategy, Securities, Hedge Funds, Asset Management, Capital Markets, Trading, Executive Management, Equities, Sales, Fixed Income, Business Strategy

Education
Temple University

David Albrecht David Albrecht Los Angeles, California Details
David Albrecht's INVESTMENT PLACEMENT GROUP Experience June 2012 - August 2012
Job Complex Securities Analyst at EY
Industry Financial Services
Experience
EY  September 2015 - Present
EY  August 2014 - September 2015
Honors Student Board   June 2012 - June 2013
Investment Placement Group   June 2012 - August 2012
The Blue Angels Program   January 2010 - March 2010
YMCA  October 2009 - March 2010
Helen Woodward Animal Center  July 2006 - July 2006

Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Teamwork, Access, Facebook, Financial Analysis, Time Management, Minitab, SPSS, Microsoft Office, FrontPage, Teaching, Coaching, Outlook, Data Analysis, Business Process..., Business Strategy, Business Planning, Budgets, Business Analysis, Excel, Word, Understands Spanish, Python

Education
California Polytechnic State University-San Luis Obispo   2010 — 2014
Bachelor's degree, Finance and Financial Management Services, Graduate

San Diego Mesa College   2009 — 2010

La Jolla High School   2006 — 2010

Mauricio De La Torre Mauricio De La Torre Key Biscayne, Florida Details
Mauricio De La Torre's INVESTMENT PLACEMENT GROUP Experience October 2012 - August 2013
Job Senior Business Developer
Industry Banking
Experience
BancTrust   November 2013 - January 2015
Investment Placement Group   October 2012 - August 2013
Torino Capital LLC   January 2012 - November 2012
Gleacher and Co   August 2011 - January 2012
Hamershlag Sulzberger Borg   February 2008 - June 2011
HSBC  January 2003 - December 2007
Coutts  January 1999 - July 2003
Deutsche Bank  January 1996 - December 1998
Citi  1991 - 1996

Skills
Fixed Income, Capital Markets, Investment Banking, Valuation, Investments, Trading, Derivatives, Hedge Funds, High Yield, Corporate Finance, Portfolio Management, Financial Markets, Private Equity, Alternative Investments, Emerging Markets, Bonds, Asset Management, Structured Products, Bloomberg, Structured Finance, Investment Strategies, Financial Structuring, Venture Capital, Equity Research, Investment Management

Education
Colorado State University   1987 — 1991
BA/IR

USIU   1988 — 1990
MF, Finance

Harvard University   1988 — 1988
Political Science and Government

Culver Military Academy   1983 — 1987

United States International University
MF Finance

Billy Preciado Billy Preciado Greater San Diego Area Details
Billy Preciado's INVESTMENT PLACEMENT GROUP Experience June 1986 - October 2004
Job CFO at Forward Holdings, LLC
Industry Financial Services
Experience
Forward Holdings, LLC   April 2012 - Present
A & W Produce   July 2009 - April 2010
XCU CAPITAL CORPORATION   July 2006 - October 2007
INVESTMENT PLACEMENT GROUP   June 1986 - October 2004

Skills
Financial Analysis, Investments, Auditing, Budgets, Finance, Forecasting, Management, Contract Negotiation, Financial Audits, Analysis, Credit Analysis, Business Development, Credit, Financial Modeling, Loans, Strategic Financial..., Executive Management, Accounting, Mergers & Acquisitions, Financial Reporting, Asset Management, Internal Audit, Entrepreneurship, Valuation, Private Equity

Education
University of San Diego   1979 — 1984
B.A, Business Administration

Nogales High School   1975 — 1979
Diploma

Oscar Strauss Oscar Strauss La Jolla, California Details
Oscar Strauss's INVESTMENT PLACEMENT GROUP Experience 1988 - Present
Job Director Commodities/Securities Trading at Investment Placement Group
Industry Financial Services
Experience
Investment Placement Group   1988 - Present
Penoles metals & chemicals   May 1985 - August 1987

Education
New York University   1983 — 1985
MBA, Finance / International Business

Instituto Tecnologico Autonomo de Mexico   1976 — 1981
Accounting

Jeffrey Rohde, CFA, CAIA Jeffrey Rohde, CFA, CAIA Greater Los Angeles Area Details
Jeffrey Rohde, CFA, CAIA's INVESTMENT PLACEMENT GROUP Experience May 2009 - August 2009
Job Director of Investments at Pepperdine University
Industry Investment Management
Experience
Pepperdine University  June 2014 - Present
Pepperdine University  November 2012 - Present
Pepperdine University  February 2010 - November 2012
Investment Placement Group   May 2009 - August 2009
Westside Investment Management, LLC   January 2009 - April 2009

Skills
Hedge Funds, Alternative Investments, Portfolio Management, Hedge Fund Analytics, Private Equity/Venture..., Real Estate Private..., Oil and Gas Private..., Timber Private..., Buyouts, Distressed Debt, Mezzanine Debt, Due Diligence, Secondary Transactions, Chartered Alternative..., Chartered Financial...

Education
Pepperdine University   2005 — 2010
Bachelor of Science, Business Administration

University of North Texas

Enrique Valadez Enrique Valadez San Diego, California Details
Enrique Valadez's INVESTMENT PLACEMENT GROUP Experience May 2013 - June 2013
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America  October 2014 - Present
HSBC  August 2013 - October 2014
Self Employed Trader  2009 - October 2014
Popular Community Bank  June 2013 - August 2013
Investment Placement Group   May 2013 - June 2013
MCR Packaging, Inc.   February 2012 - November 2012
Fresh Wok, Inc.   November 2007 - April 2011
UETA Inc.  June 2009 - January 2011

Skills
Sales, Microsoft Dynamics ERP, Inventory Management, MRP, Customer Service, Citrix, Investments, Trade Finance, Stock Market Analysis, Production Planning, Supply Chain, Navision, Always Willing to Learn, Bilingual-English/Spanis..., Stocks, Common Sense

Education
National University   2010 — 2012
Bachelor of Business Administration (BBA), Finance, General

Southwestern College   2004 — 2009
Associate of Arts (A.A.), Business Administration and Management, General

Daniel Bonsoms Daniel Bonsoms Santa Monica, California Details
Daniel Bonsoms's INVESTMENT PLACEMENT GROUP Experience 2011 - 2012
Job Associate at Colony American Finance
Industry Capital Markets
Experience
Colony American Finance  2014 - Present
Colony American Homes  2012 - 2014
Investment Placement Group   2011 - 2012
Busca Corp  2010 - 2011
Grupo Plan   2009 - 2009

Skills
Microsoft Excel, Investor Relations, Networking, Entrepreneurship, Market Research, Financial Modeling, Business Strategy, Start-ups, Financial Services, Valuation, Business Development, Bloomberg, Marketing, Management, Investments, Finance, Financial Analysis

Education
CFA Institue   2011 — 2014
Level III, Finance, General

Babson College   2007 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies

William Waite William Waite Tulare, California Details
William Waite's INVESTMENT PLACEMENT GROUP Experience September 2002 - August 2003
Job Regional Director Tulare at GDI Insurance Agency, Inc.
Industry Insurance
Experience
GDI Insurance Agency, Inc.   May 2012 - Present
Waite Insurance Services   September 2005 - May 2012
George S. May International Co., Inc.   February 2004 - December 2004
Investment Placement Group   September 2002 - August 2003
Vision Capital Corporation   June 1998 - June 2002
MultiVest Financial Services, Inc.   1990 - 1994
Imperial Corporation of America  1987 - 1989

Skills
Insurance, Small Business, Health Insurance, Risk Management, Strategic Planning, Loans, Property & Casualty..., Liability, Workers Compensation, Sales, Management, General Insurance, Brokers, Underwriting, Mergers & Acquisitions, Commercial Insurance, Commercial Lines, Employee Benefits, Finance, Claim, Legal Liability, Professional Liability, Umbrella Insurance, Casualty, Life Insurance, Disability Insurance, Term Life Insurance, Employment Practices..., Retirement, Executive Management, Insurance Brokerage

Education
Point Loma Nazarene University   1972 — 2002
Bachelor of Arts, Business Administration w/International Emphasis

Alejandra Aldrete Luken Alejandra Aldrete Luken La Jolla, California Details
Alejandra Aldrete Luken's INVESTMENT PLACEMENT GROUP Experience June 2014 - Present
Job Associate at Investment Placement Group
Industry Apparel & Fashion
Experience
Investment Placement Group   June 2014 - Present
Coppel SA de CV  April 2012 - August 2013

Skills
Visual Merchandising, Customer Service, Marketing, Store Management, Fashion, Microsoft Office, Event Planning, PowerPoint, Styling, Microsoft Word, Microsoft Excel, InDesign, Trend Forecasting, Advertising, Market Research, Research, Event Management, Adobe Creative Suite, Illustrator, Photoshop, Sales Management, Sales, Social Networking, Social Media Marketing, Social Media, Facebook, Merchandising, Time Management, Marketing Strategy, Brand Development, Public Speaking, Management

Education
University of San Diego   2013 — 2013
Event Management

Art Institute of California - San Diego   2008 — 2011
Fashion Marketing & Merchandising

David Bednarczyk David Bednarczyk New York, New York Details
David Bednarczyk's INVESTMENT PLACEMENT GROUP Experience April 2013 - January 2014
Job Vice President, Fixed Income Trader at Bank Leumi
Industry Capital Markets
Experience
Bank Leumi  January 2014 - Present
Investment Placement Group   April 2013 - January 2014
HSBC CORP. LTD   August 2010 - February 2012
HSBC Securities  February 2008 - August 2010
HSBC Securities  May 2006 - February 2008

Skills
Microsoft Office, Bloomberg Terminal, LATAM, Credit Derivatives, Fixed Income, Corporate Credit, FX trading, Bond Markets, Emerging Markets, Building Relationships, Interest Rate..., Futures Trading, Bonds, FX Options, Derivatives, Trading, Financial Markets, Capital Markets, Bloomberg, Equities, Financial Risk, Investment Banking, Securities, Swaps

Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration, Finance

Officer of Financial Management Association

Upper Moreland High School

Fabiola A. Inzunza Fabiola A. Inzunza Greater San Diego Area Details
Fabiola A. Inzunza's INVESTMENT PLACEMENT GROUP Experience January 2003 - December 2014
Job Packaging Compliance
Industry Import and Export
Experience
Globalis Solutions Inc. (GSI)   January 2014 - Present
Investment Placement Group   January 2003 - December 2014

Skills
Investments, Customer Service, Financial Analysis, Financial Modeling, Food Labelling, Leadership, Management, Negotiation, New Business Development, Standards Compliance, Strategic Planning, Business Planning, Business Strategy, Sales

Education
San Diego State University-California State University   1997 — 2002
Bachelor of Arts (B.A.), International Busines (MEXUS)

ESSEC Business School (France)   1999 — 1999
International Business

Academy of Our Lady of Peace (San Diego, CA)   1993 — 1997

University of California, San Diego
Certificate in Translation (Spanish/English)