Kaspick & Company
Description
Founded: 1989 Parent organization: Tiaa-Cref Redwood, Llc Subsidiary: Kaspick & Company, Llc, AsseT Management Arm
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Kaspick & Company Employees
Employee
Years
Job
Industry
Elizabeth Hopper Elizabeth Hopper's Kaspick & Company Experience 2014 - Present
Job Client Manager at Kaspick & Company
Industry Investment Management
Experience
Kaspick & Company 2014 - Present
GMO, LLC March 2004 - June 2012
Montgomery Asset Management 2001 - 2004
Thomas Weisel Partners 1998 - 2001
Skills
Mutual Funds, Asset Allocation, Series 6, Hedge Funds, Series 63, Asset Managment, Events, Key Account Management, Client Representation, FINRA, CRM, Account Management, Asset Management, Fixed Income
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Science (B.S.), Law and Society
Kaspick & Company 2014 - Present
GMO, LLC March 2004 - June 2012
Montgomery Asset Management 2001 - 2004
Thomas Weisel Partners 1998 - 2001
Skills
Mutual Funds, Asset Allocation, Series 6, Hedge Funds, Series 63, Asset Managment, Events, Key Account Management, Client Representation, FINRA, CRM, Account Management, Asset Management, Fixed Income
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Science (B.S.), Law and Society
Matthew Turcotte, CFA Matthew Turcotte, CFA's Kaspick & Company Experience August 2005 - Present
Job Senior Investment Analyst at Kaspick & Company
Industry Investment Management
Experience
Kaspick & Company August 2005 - Present
Education
Bentley University 1998 — 2002
Kaspick & Company August 2005 - Present
Education
Bentley University 1998 — 2002
Jason Passanisi Jason Passanisi's Kaspick & Company Experience June 2005 - March 2008
Job Customer Success Manager at Sellpoints
Industry Marketing and Advertising
Experience
Sellpoints, Inc. March 2014 - Present
eSearchVision February 2012 - March 2014
The Lions ™ August 2010 - January 2012
Borelli Investment Company March 2008 - March 2009
Kaspick & Company June 2005 - March 2008
Morgan Stanley May 2003 - May 2004
Skills
Personal Finance, Excel, Microsoft Office, Salesforce.com, Financial Analysis, Accounting, Phone Etiquette, Google Adwords..., SEM, Paid Search Strategy, Paid Search Campaigns, Microsoft Excel, PPC, Sales, Start-ups, SaaS, Lead Generation, Leadership, Web Analytics, Analytics
Education
Santa Clara University 2007 — 2010
MBA
Menlo College 2000 — 2004
Bachelor of Science, Business
Sellpoints, Inc. March 2014 - Present
eSearchVision February 2012 - March 2014
The Lions ™ August 2010 - January 2012
Borelli Investment Company March 2008 - March 2009
Kaspick & Company June 2005 - March 2008
Morgan Stanley May 2003 - May 2004
Skills
Personal Finance, Excel, Microsoft Office, Salesforce.com, Financial Analysis, Accounting, Phone Etiquette, Google Adwords..., SEM, Paid Search Strategy, Paid Search Campaigns, Microsoft Excel, PPC, Sales, Start-ups, SaaS, Lead Generation, Leadership, Web Analytics, Analytics
Education
Santa Clara University 2007 — 2010
MBA
Menlo College 2000 — 2004
Bachelor of Science, Business
Christina Candelario Christina Candelario's Kaspick & Company Experience March 2015 - Present
Job Client Account Manager at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company March 2015 - Present
BAM Advisor Services April 2011 - March 2015
Bank of America May 2010 - December 2010
Bank of America January 2007 - May 2010
Bank of America 2003 - 2010
Skills
Portfolio Management, Investments, Mutual Funds, Financial Advisory, Customer Service, Wealth Management, Investment Advisory, Financial Analysis, Asset Allocation, Risk Management, Investment Management, Retirement, Estate Planning, 401k, Asset Managment, Investment Strategies, Fixed Income, Small Business Lending, Microsoft CRM
Education
Lindenwood University 2007 — 2009
MBA, Master of Business Administration
University of Missouri-Saint Louis 2001 — 2006
Bachelor of Science in Business Administration, Business Administration
Kaspick & Company March 2015 - Present
BAM Advisor Services April 2011 - March 2015
Bank of America May 2010 - December 2010
Bank of America January 2007 - May 2010
Bank of America 2003 - 2010
Skills
Portfolio Management, Investments, Mutual Funds, Financial Advisory, Customer Service, Wealth Management, Investment Advisory, Financial Analysis, Asset Allocation, Risk Management, Investment Management, Retirement, Estate Planning, 401k, Asset Managment, Investment Strategies, Fixed Income, Small Business Lending, Microsoft CRM
Education
Lindenwood University 2007 — 2009
MBA, Master of Business Administration
University of Missouri-Saint Louis 2001 — 2006
Bachelor of Science in Business Administration, Business Administration
Thomas J Hooker's Kaspick & Company Experience February 2014 - November 2014
Job Executive IT Director Internationally and Domestic. Entrepreneur, Fashion Designer, Founder of PUC Premium Denim Brand
Industry Information Technology and Services
Experience
Social Interest Solutions November 2014 - Present
Kaspick & Company February 2014 - November 2014
ManTech Cyber Solutions Int'l D/B/A HBGary May 2012 - December 2013
SITA May 2009 - April 2012
MFG.com February 2008 - October 2008
AIG January 2007 - February 2008
PlusOne Inc March 2006 - January 2007
Opteum formerly Homestar Mortgage Inc July 2003 - January 2006
FleetCor Technologies April 2002 - July 2003
Skills
SDLC, Testing, Software Quality..., Project Management, Quality Assurance, Integration, Change Management, Test Planning, Management, Business Process..., Cross-functional Team..., Team Leadership, Executive Management, Process Improvement, Test Management, Regression Testing, Software Configuration..., Offshore Resource..., Organizational..., Test Cases, Senior Executive..., International Project..., Organizational..., System Testing, Leadership, Vendor Management, Denim Designer, Sketching, Photoshop, Trend Analysis, Merchandising, E-commerce, Fashion Design, Program Management, Strategy, Software Development
Education
DeVry Institute of Technology 1984 — 1987
Bachelor's degree, Electrical and Electronics Engineering, 3.2
Social Interest Solutions November 2014 - Present
Kaspick & Company February 2014 - November 2014
ManTech Cyber Solutions Int'l D/B/A HBGary May 2012 - December 2013
SITA May 2009 - April 2012
MFG.com February 2008 - October 2008
AIG January 2007 - February 2008
PlusOne Inc March 2006 - January 2007
Opteum formerly Homestar Mortgage Inc July 2003 - January 2006
FleetCor Technologies April 2002 - July 2003
Skills
SDLC, Testing, Software Quality..., Project Management, Quality Assurance, Integration, Change Management, Test Planning, Management, Business Process..., Cross-functional Team..., Team Leadership, Executive Management, Process Improvement, Test Management, Regression Testing, Software Configuration..., Offshore Resource..., Organizational..., Test Cases, Senior Executive..., International Project..., Organizational..., System Testing, Leadership, Vendor Management, Denim Designer, Sketching, Photoshop, Trend Analysis, Merchandising, E-commerce, Fashion Design, Program Management, Strategy, Software Development
Education
DeVry Institute of Technology 1984 — 1987
Bachelor's degree, Electrical and Electronics Engineering, 3.2
Lisa Overn Lisa Overn's Kaspick & Company Experience September 2013 - Present
Job Sr. Cash Analyst at RGA, Inc.
Industry Insurance
Experience
Kaspick & Company September 2013 - Present
Ameriprise Financial January 1997 - May 2012
Skills
Process Improvement, Relationship Management, Finance, Mutual Funds, Accounting, Banking, Coaching, Financial Services, Leadership, Portfolio Management, Securities, Wealth Management, Vendor Management, Asset Management
Education
University of Minnesota-Twin Cities 1991 — 1995
Minnesota School of Business 1983 — 1985
Diploma, Business Administration
Kaspick & Company September 2013 - Present
Ameriprise Financial January 1997 - May 2012
Skills
Process Improvement, Relationship Management, Finance, Mutual Funds, Accounting, Banking, Coaching, Financial Services, Leadership, Portfolio Management, Securities, Wealth Management, Vendor Management, Asset Management
Education
University of Minnesota-Twin Cities 1991 — 1995
Minnesota School of Business 1983 — 1985
Diploma, Business Administration
Celeste Ribeiro Myers Celeste Ribeiro Myers's Kaspick & Company Experience January 2008 - March 2009
Job Entrepreneur, Activist and Administrative Project Management and Event Professional.
Industry Events Services
Experience
Spinellis Ravioli & Pastry Shop January 2013 - Present
No Eastie Casino 2011 - Present
Chunky Couture Apparel December 2009 - Present
Celeste Myers, Business and Event Concepts January 2007 - Present
Commonwealth of Massachusetts May 2014 - November 2014
East Boston Neighborhood Health Center September 2011 - July 2012
Kaspick & Company January 2008 - March 2009
Teradyne 2000 - 2007
Spinelli's 1992 - 2007
Interim Technology 1997 - 1999
Skills
Event Management, Event Planning, Promotions, Administrative..., Customer Service, Public Relations, Writing, Customer Relations, Social Media Marketing, Advertising, Problem Solving, Public Speaking, Campaign Planning, Social Networking, Non-profits, Windows, Political Campaigns, Fashion, Entrepreneur, Permitting, Community Organizing, Social Media, Outlook, Microsoft Office, Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, Nonprofits, Copywriting, Fundraising, Project Management, Budgets, Project Planning, Strategy, Human Resources, Cross-functional Team..., Entrepreneurship, Strategic Planning, Community Outreach, Campaign Plans, Negotiation, Leadership, Organizational..., Program Management, Marketing, Editing, Blogging, Team Building
Education
Boston English High School 1987 — 1989
High School
Boston Latin School
Spinellis Ravioli & Pastry Shop January 2013 - Present
No Eastie Casino 2011 - Present
Chunky Couture Apparel December 2009 - Present
Celeste Myers, Business and Event Concepts January 2007 - Present
Commonwealth of Massachusetts May 2014 - November 2014
East Boston Neighborhood Health Center September 2011 - July 2012
Kaspick & Company January 2008 - March 2009
Teradyne 2000 - 2007
Spinelli's 1992 - 2007
Interim Technology 1997 - 1999
Skills
Event Management, Event Planning, Promotions, Administrative..., Customer Service, Public Relations, Writing, Customer Relations, Social Media Marketing, Advertising, Problem Solving, Public Speaking, Campaign Planning, Social Networking, Non-profits, Windows, Political Campaigns, Fashion, Entrepreneur, Permitting, Community Organizing, Social Media, Outlook, Microsoft Office, Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, Nonprofits, Copywriting, Fundraising, Project Management, Budgets, Project Planning, Strategy, Human Resources, Cross-functional Team..., Entrepreneurship, Strategic Planning, Community Outreach, Campaign Plans, Negotiation, Leadership, Organizational..., Program Management, Marketing, Editing, Blogging, Team Building
Education
Boston English High School 1987 — 1989
High School
Boston Latin School
Daniel Pinheiro, CFA Daniel Pinheiro, CFA's Kaspick & Company Experience February 2011 - April 2012
Job Financial Analyst at Mansfield Bank
Industry Banking
Experience
Mansfield Bank October 2013 - Present
Metalor Technologies SA April 2012 - October 2013
Kaspick & Company February 2011 - April 2012
State Street Global Advisors March 2005 - February 2011
Skills
VBA, Bloomberg Terminal, Asset Allocation, Portfolio Management, Equities, Fixed Income, Capital Markets, Precious Metals, Equity Research, Trading, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MSF, Finance
University of Massachusetts Dartmouth 2002 — 2004
Bachelors Degree, Business Information Systems
Mansfield Bank October 2013 - Present
Metalor Technologies SA April 2012 - October 2013
Kaspick & Company February 2011 - April 2012
State Street Global Advisors March 2005 - February 2011
Skills
VBA, Bloomberg Terminal, Asset Allocation, Portfolio Management, Equities, Fixed Income, Capital Markets, Precious Metals, Equity Research, Trading, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MSF, Finance
University of Massachusetts Dartmouth 2002 — 2004
Bachelors Degree, Business Information Systems
Thom Lockerby's Kaspick & Company Experience 1999 - 2001
Job Secretary of the Academy at Phillips Academy
Industry Fund-Raising
Experience
Phillips Academy June 2014 - Present
Polaris Project May 2009 - Present
Boston College February 2004 - April 2014
Partnership for Philanthropic Planning January 2007 - December 2011
Dartmouth College 2001 - 2004
Kaspick & Company 1999 - 2001
PG Calc Incorporated 1997 - 1999
Harvard Business School 1994 - 1997
Harvard University 1990 - 1993
Harvard Business School 1988 - 1990
Education
Harvard University 1983 — 1987
A.B., History and Visual and Environmental Studies
Phillips Academy June 2014 - Present
Polaris Project May 2009 - Present
Boston College February 2004 - April 2014
Partnership for Philanthropic Planning January 2007 - December 2011
Dartmouth College 2001 - 2004
Kaspick & Company 1999 - 2001
PG Calc Incorporated 1997 - 1999
Harvard Business School 1994 - 1997
Harvard University 1990 - 1993
Harvard Business School 1988 - 1990
Education
Harvard University 1983 — 1987
A.B., History and Visual and Environmental Studies
Colleen Aflak Colleen Aflak's Kaspick & Company Experience 2006 - 2008
Job Project Manager
Industry Financial Services
Experience
Confidential February 2015 - Present
PCAOB November 2012 - Present
Stanford University June 2012 - November 2012
Codexis February 2010 - February 2012
Property Management 2008 - 2009
Applied Biosystems February 2008 - November 2008
Kaspick & Company 2006 - 2008
CV Therapeutics January 2006 - July 2006
Skills
Microsoft Office, Event Planning, Project Management, Budgets, Visio, Program Management, Strategic Planning, Management, Team Building, Leadership, Project Planning, Process Scheduler, Human Resources
Education
Notre Dame de Namur University 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General, 3.5
Notre Dame de Namur University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Confidential February 2015 - Present
PCAOB November 2012 - Present
Stanford University June 2012 - November 2012
Codexis February 2010 - February 2012
Property Management 2008 - 2009
Applied Biosystems February 2008 - November 2008
Kaspick & Company 2006 - 2008
CV Therapeutics January 2006 - July 2006
Skills
Microsoft Office, Event Planning, Project Management, Budgets, Visio, Program Management, Strategic Planning, Management, Team Building, Leadership, Project Planning, Process Scheduler, Human Resources
Education
Notre Dame de Namur University 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General, 3.5
Notre Dame de Namur University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Diana Doty Diana Doty's Kaspick & Company Experience June 2012 - Present
Job Investment Analyst, Kaspick & Company
Industry Investment Management
Experience
Kaspick & Company June 2012 - Present
Green Century Capital Management November 2008 - May 2012
Office of the Reynolds Club and Student Activities, University of Chicago September 2002 - July 2006
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Research
Education
Boston University - School of Management 2006 — 2008
MBA, Non-Profit Management, Strategy and Business Analysis
University of Chicago 1998 — 2002
BA, Psychology
Kaspick & Company June 2012 - Present
Green Century Capital Management November 2008 - May 2012
Office of the Reynolds Club and Student Activities, University of Chicago September 2002 - July 2006
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Research
Education
Boston University - School of Management 2006 — 2008
MBA, Non-Profit Management, Strategy and Business Analysis
University of Chicago 1998 — 2002
BA, Psychology
Melanie Wilhelm Melanie Wilhelm's Kaspick & Company Experience July 2012 - January 2013
Job Executive Assistant
Industry Executive Office
Experience
upthere July 2013 - June 2014
Kaspick & Company July 2012 - January 2013
Piazza 2011 - July 2012
Willow Garage 2010 - 2011
UpMo 2009 - 2010
Interwoven January 2008 - February 2009
Allison and Partners September 2007 - December 2007
Skills
Event Management, Project Management, Research, Event Planning, PowerPoint, Microsoft Word, Board Relations, Microsoft Excel, Management
Education
University of San Francisco 2005 — 2007
Communication, Public Relations and Legal Studies
Baylor University 2002 — 2004
Communication, Neuroscience
upthere July 2013 - June 2014
Kaspick & Company July 2012 - January 2013
Piazza 2011 - July 2012
Willow Garage 2010 - 2011
UpMo 2009 - 2010
Interwoven January 2008 - February 2009
Allison and Partners September 2007 - December 2007
Skills
Event Management, Project Management, Research, Event Planning, PowerPoint, Microsoft Word, Board Relations, Microsoft Excel, Management
Education
University of San Francisco 2005 — 2007
Communication, Public Relations and Legal Studies
Baylor University 2002 — 2004
Communication, Neuroscience
Chelsea Deatsch Chelsea Deatsch's Kaspick & Company Experience April 2012 - April 2013
Job Attorney
Industry Law Practice
Experience
Gap Inc. April 2013 - Present
The Bar Method September 2011 - Present
Kaspick & Company April 2012 - April 2013
Thomas, Quinn & Krieger, L.L.P. June 2010 - April 2012
Gap Inc. January 2009 - May 2009
The Autism Legislation Project May 2008 - August 2008
LegalMatch October 2007 - May 2008
Starbucks Coffee Company August 2000 - June 2006
NuTool Semiconductor Company June 2002 - September 2002
Skills
Research, Negotiation, Government, Analysis, Inventory Management, Adobe Acrobat, Control Theory, Legal Research, Trials, Public Speaking, Corporate Law, Legal Writing, Litigation, Employment Law, Commercial Litigation, Management, Legal Assistance, Courts, Training, Westlaw
Education
University of San Francisco School of Law 2006 — 2009
Juris Doctorate
University of California, Los Angeles 2004 — 2006
Bachelor of Arts; Cum Laude
De Anza College 2002 — 2004
Associate of Arts; Summa Cum Laude
Gap Inc. April 2013 - Present
The Bar Method September 2011 - Present
Kaspick & Company April 2012 - April 2013
Thomas, Quinn & Krieger, L.L.P. June 2010 - April 2012
Gap Inc. January 2009 - May 2009
The Autism Legislation Project May 2008 - August 2008
LegalMatch October 2007 - May 2008
Starbucks Coffee Company August 2000 - June 2006
NuTool Semiconductor Company June 2002 - September 2002
Skills
Research, Negotiation, Government, Analysis, Inventory Management, Adobe Acrobat, Control Theory, Legal Research, Trials, Public Speaking, Corporate Law, Legal Writing, Litigation, Employment Law, Commercial Litigation, Management, Legal Assistance, Courts, Training, Westlaw
Education
University of San Francisco School of Law 2006 — 2009
Juris Doctorate
University of California, Los Angeles 2004 — 2006
Bachelor of Arts; Cum Laude
De Anza College 2002 — 2004
Associate of Arts; Summa Cum Laude
Jennifer Schulze Jennifer Schulze's Kaspick & Company Experience March 2012 - Present
Job Planned Giving Professional
Industry Financial Services
Experience
Kaspick & Company March 2012 - Present
Bank of the West June 2010 - January 2011
Wells Fargo Investments, LLC October 2003 - July 2008
Wells Fargo Bank July 1997 - September 2003
Coastal Banc ssb May 1995 - May 1997
Skills
Administrative..., Access, Event Planning, PowerPoint, Projects, Employee Training, Customer Service, Outlook, Banking, Financial Services, Leadership, Microsoft Excel, Salesforce.com, Risk Management, Microsoft Office, Change Management, Policy, Sales
Education
University of the Incarnate Word
MBA, 2003
Southwestern University
B.A, Liberal Arts
San Angelo Central High School
Kaspick & Company March 2012 - Present
Bank of the West June 2010 - January 2011
Wells Fargo Investments, LLC October 2003 - July 2008
Wells Fargo Bank July 1997 - September 2003
Coastal Banc ssb May 1995 - May 1997
Skills
Administrative..., Access, Event Planning, PowerPoint, Projects, Employee Training, Customer Service, Outlook, Banking, Financial Services, Leadership, Microsoft Excel, Salesforce.com, Risk Management, Microsoft Office, Change Management, Policy, Sales
Education
University of the Incarnate Word
MBA, 2003
Southwestern University
B.A, Liberal Arts
San Angelo Central High School
Bill Kellar Bill Kellar's Kaspick & Company Experience 1995 - 2000
Job Senior Operations / Finance Leader
Industry Financial Services
Experience
Mason-McDuffie Mortgage Corp January 2011 - Present
Mason-McDuffie Mortgage Corporation July 2010 - December 2010
Carpenter Moore Insurance Services, Inc. 2003 - 2009
NewMarkets International, Inc. 2000 - 2002
Kaspick & Company 1995 - 2000
All Pacific Mortgage Company 1993 - 1995
Skills
Strategic Planning, Mergers, Project Management, Change Management, Team Building, Business Strategy, Operations Management, Organizational..., Performance Management, Product Management, Cross-functional Team..., Personnel Management, Strategy, Leadership, Mergers & Acquisitions, Start-ups
Education
University of California, Berkeley
B.A., Computer Science
University of California, Berkeley, Haas School of Business
M.B.A., Finance
Mason-McDuffie Mortgage Corp January 2011 - Present
Mason-McDuffie Mortgage Corporation July 2010 - December 2010
Carpenter Moore Insurance Services, Inc. 2003 - 2009
NewMarkets International, Inc. 2000 - 2002
Kaspick & Company 1995 - 2000
All Pacific Mortgage Company 1993 - 1995
Skills
Strategic Planning, Mergers, Project Management, Change Management, Team Building, Business Strategy, Operations Management, Organizational..., Performance Management, Product Management, Cross-functional Team..., Personnel Management, Strategy, Leadership, Mergers & Acquisitions, Start-ups
Education
University of California, Berkeley
B.A., Computer Science
University of California, Berkeley, Haas School of Business
M.B.A., Finance
Saundra Anderson Saundra Anderson's Kaspick & Company Experience 2013 - 2014
Job Owner at SELFEMPLOYED
Industry Events Services
Experience
SELF-EMPLOYED: A Gift of Time 2014 - Present
Kaspick & Company 2013 - 2014
Charles Schwab & Co. Inc. 2008 - 2013
SRA 2007 - 2008
Union Trust Mortgage Services 2006 - 2008
Money Camp 2006 - 2008
Charles Schwab & Co., Inc. 1995 - 2005
Skills
Relationship Management
Education
San Jose State University
Bachelor’s Degree
Cal Poly Pomona
Transferred
SELF-EMPLOYED: A Gift of Time 2014 - Present
Kaspick & Company 2013 - 2014
Charles Schwab & Co. Inc. 2008 - 2013
SRA 2007 - 2008
Union Trust Mortgage Services 2006 - 2008
Money Camp 2006 - 2008
Charles Schwab & Co., Inc. 1995 - 2005
Skills
Relationship Management
Education
San Jose State University
Bachelor’s Degree
Cal Poly Pomona
Transferred
Craig Wruck Craig Wruck's Kaspick & Company Experience 2003 - 2005
Job Vice President of University Advancement and Relentless Optimist
Industry Nonprofit Organization Management
Experience
Humboldt State University 2012 - Present
St. Cloud State University 2009 - 2012
Hazelden Foundation 2007 - 2009
University of Minnesota Medical Foundation 2005 - 2007
Kaspick & Company 2003 - 2005
US Trust 2001 - 2003
US Bank 1999 - 2001
St. Paul Community Foundation 1995 - 1999
University of Minnesota Foundation 1981 - 1995
William Mitchell College of Law 1979 - 1981
Skills
Philanthropy, Fundraising, Non-profits, Planned Giving, Alumni Relations, Charities, Strategic Planning, Public Speaking, Volunteer Management, Program Development, Community Outreach, Public Relations, Marketing Communications, Strategic Communications, Training, Annual Giving, Community Development, Grant Writing
Education
University of Saint Thomas - School of Business 1979 — 1981
Master of Business Administration (MBA)
University of Utah 1972 — 1974
B.S.
Citrus College 1970 — 1972
A.A.
Duarte High School 1966 — 1970
diploma
Humboldt State University 2012 - Present
St. Cloud State University 2009 - 2012
Hazelden Foundation 2007 - 2009
University of Minnesota Medical Foundation 2005 - 2007
Kaspick & Company 2003 - 2005
US Trust 2001 - 2003
US Bank 1999 - 2001
St. Paul Community Foundation 1995 - 1999
University of Minnesota Foundation 1981 - 1995
William Mitchell College of Law 1979 - 1981
Skills
Philanthropy, Fundraising, Non-profits, Planned Giving, Alumni Relations, Charities, Strategic Planning, Public Speaking, Volunteer Management, Program Development, Community Outreach, Public Relations, Marketing Communications, Strategic Communications, Training, Annual Giving, Community Development, Grant Writing
Education
University of Saint Thomas - School of Business 1979 — 1981
Master of Business Administration (MBA)
University of Utah 1972 — 1974
B.S.
Citrus College 1970 — 1972
A.A.
Duarte High School 1966 — 1970
diploma
Lindy Sherwood Lindy Sherwood's Kaspick & Company Experience May 2011 - Present
Job President and Managing Director at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company May 2011 - Present
Northern Trust February 2005 - May 2011
U.S. Trust Company June 2000 - April 2005
Charles Schwab February 1993 - June 2000
Citibank 1980 - 1992
Skills
Asset Management, Financial Services, Wealth Management..., Private Banking, Executive Management, Managing Business Growth, Strategic Planning, Marketing Strategy
Education
University of California, Santa Barbara
BA, Psychology
University of California, Santa Barbara
Bachelor's degree, Psychology
Kaspick & Company May 2011 - Present
Northern Trust February 2005 - May 2011
U.S. Trust Company June 2000 - April 2005
Charles Schwab February 1993 - June 2000
Citibank 1980 - 1992
Skills
Asset Management, Financial Services, Wealth Management..., Private Banking, Executive Management, Managing Business Growth, Strategic Planning, Marketing Strategy
Education
University of California, Santa Barbara
BA, Psychology
University of California, Santa Barbara
Bachelor's degree, Psychology
Michelle Padidar, PMP, Certified Scrum Master Michelle Padidar, PMP, Certified Scrum Master's Kaspick & Company Experience 2005 - 2007
Job Senior Program Manager at Comcast (Media & Technology)
Industry Computer Software
Experience
Comcast 2010 - Present
E*TRADE Financial October 2007 - 2009
Kaspick & Company 2005 - 2007
Oracle Corporation 2003 - 2005
Callidus Software 1998 - 2000
NASA Ames Research Center 1986 - 1995
Skills
Product Management, PMP, Integration, Project Management, Business Process..., Strategic Planning, Resource Management, Web Application Design, Accounting System, Agile Methodologies, SDLC, Software Project..., Risk Management, Scrum Master, DevOps, Scrum, IT Management, Business Process, ERP, Software Development, Certified Scrum Master..., Program Management, Process Improvement, MS Project, Vendor Management, Leadership, Testing, Management, Visio, Enterprise Software, Analysis, CRM, SaaS, Strategy, IT Strategy, Cross-functional Team..., Telecommunications, Software Documentation, Analytics, Start-ups, Outsourcing, Agile Project Management, Project Portfolio..., User Acceptance Testing, Salesforce.com, Quality Assurance, PMO, Team Management, Business Intelligence
Education
University of Missouri-Rolla
B.S.
University of Missouri-Rolla
Computer Sciences
Comcast 2010 - Present
E*TRADE Financial October 2007 - 2009
Kaspick & Company 2005 - 2007
Oracle Corporation 2003 - 2005
Callidus Software 1998 - 2000
NASA Ames Research Center 1986 - 1995
Skills
Product Management, PMP, Integration, Project Management, Business Process..., Strategic Planning, Resource Management, Web Application Design, Accounting System, Agile Methodologies, SDLC, Software Project..., Risk Management, Scrum Master, DevOps, Scrum, IT Management, Business Process, ERP, Software Development, Certified Scrum Master..., Program Management, Process Improvement, MS Project, Vendor Management, Leadership, Testing, Management, Visio, Enterprise Software, Analysis, CRM, SaaS, Strategy, IT Strategy, Cross-functional Team..., Telecommunications, Software Documentation, Analytics, Start-ups, Outsourcing, Agile Project Management, Project Portfolio..., User Acceptance Testing, Salesforce.com, Quality Assurance, PMO, Team Management, Business Intelligence
Education
University of Missouri-Rolla
B.S.
University of Missouri-Rolla
Computer Sciences
Terina Lacey Terina Lacey's Kaspick & Company Experience August 2000 - March 2005
Job Notary Public/Notary Signing Agent
Industry Government Administration
Experience
Stanford University - Cantor Arts Center May 2005 - November 2014
Kaspick & Company August 2000 - March 2005
Palo Alto Medical Foundation 1995 - 1998
Skills
Accounting, Outlook, Office Administration, Finance, Microsoft Word, Microsoft Office, Human Resources, Administrative..., Customer Service, Accounts Receivable, Microsoft Excel, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, Accounts Payable, GAAP, QuickBooks
Education
Cañada College
AS, Biology, Health Science
Stanford University - Cantor Arts Center May 2005 - November 2014
Kaspick & Company August 2000 - March 2005
Palo Alto Medical Foundation 1995 - 1998
Skills
Accounting, Outlook, Office Administration, Finance, Microsoft Word, Microsoft Office, Human Resources, Administrative..., Customer Service, Accounts Receivable, Microsoft Excel, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, Accounts Payable, GAAP, QuickBooks
Education
Cañada College
AS, Biology, Health Science
Angelique Tompkins, PMP Angelique Tompkins, PMP's Kaspick & Company Experience April 2008 - May 2009
Job Customer Care Executive at Cerner Healthcare
Industry Information Technology and Services
Experience
Cerner Corporation May 2010 - Present
The Bay Institute November 2014 - 2015
Kaspick & Company April 2008 - May 2009
Kaspick and Company April 2007 - April 2008
Blue Shield of California February 2004 - February 2007
Siemens Medical Solutions Health Services Corporation July 2000 - June 2003
Siemens Medical Solutions Health Corporation November 1997 - July 2000
Siemens Medical Solutions Health Services Corporation January 1996 - November 1997
Cedars-Sinai Medical Center May 1988 - January 1996
Skills
Process Improvement, Project Management, Change Management, Strategic Planning, Relationship Management, Youth Development, Non-profits, Program Management, Vendor Management, Cross-functional Team..., Process Engineering, Business Analysis
Education
California State University-Long Beach - College of Business Administration 1992 — 1995
Bachelor of Science (BS), Business Administration, Management and Operations
St Mary's Academy 1974 — 1978
Cerner Corporation May 2010 - Present
The Bay Institute November 2014 - 2015
Kaspick & Company April 2008 - May 2009
Kaspick and Company April 2007 - April 2008
Blue Shield of California February 2004 - February 2007
Siemens Medical Solutions Health Services Corporation July 2000 - June 2003
Siemens Medical Solutions Health Corporation November 1997 - July 2000
Siemens Medical Solutions Health Services Corporation January 1996 - November 1997
Cedars-Sinai Medical Center May 1988 - January 1996
Skills
Process Improvement, Project Management, Change Management, Strategic Planning, Relationship Management, Youth Development, Non-profits, Program Management, Vendor Management, Cross-functional Team..., Process Engineering, Business Analysis
Education
California State University-Long Beach - College of Business Administration 1992 — 1995
Bachelor of Science (BS), Business Administration, Management and Operations
St Mary's Academy 1974 — 1978
Jennifer Michaelsen Jennifer Michaelsen's Kaspick & Company Experience 2001 - 2002
Job Financial Planner and Insurance Specialist
Industry Capital Markets
Experience
Undisclosed 2014 - Present
Franklin Templeton Investments 2010 - 2014
Morgan Stanley Smith Barney 2004 - 2010
Alan D. Biller & Associates 2002 - 2004
Kaspick & Company 2001 - 2002
Rorer Asset Management 1999 - 2000
Skills
Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Fixed Income, Investment Management, Equities, Series 7, Separately Managed..., Investment Strategies, Investment Advisory, Series 63, Financial Advisory, Wealth Management, Asset Management, ETFs
Education
Rutgers University – Camden 1997 — 1999
BS, Finance and Accounting
Pope Paul VI High School
College Prep
Highland HS 1985 — 1987
College Prep
Undisclosed 2014 - Present
Franklin Templeton Investments 2010 - 2014
Morgan Stanley Smith Barney 2004 - 2010
Alan D. Biller & Associates 2002 - 2004
Kaspick & Company 2001 - 2002
Rorer Asset Management 1999 - 2000
Skills
Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Fixed Income, Investment Management, Equities, Series 7, Separately Managed..., Investment Strategies, Investment Advisory, Series 63, Financial Advisory, Wealth Management, Asset Management, ETFs
Education
Rutgers University – Camden 1997 — 1999
BS, Finance and Accounting
Pope Paul VI High School
College Prep
Highland HS 1985 — 1987
College Prep
Mary Raso Mary Raso's Kaspick & Company Experience November 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Kaspick & Company November 2008 - Present
SCM Advisors LLC April 2002 - October 2008
Sand Hill Advisors May 2000 - April 2002
Exponent Failure Analysis Associates March 1998 - May 2000
Skills
Client Relations, Trust Management, Planned Giving, Asset Allocation
Education
California State University-Fullerton
Certificate, Professional Fiduciary Management - Trusts
California State University-Fullerton
Certificate, Professional Fiduciary Management - Conservatorships
Notre Dame de Namur University
BS, Human Services
Kaspick & Company November 2008 - Present
SCM Advisors LLC April 2002 - October 2008
Sand Hill Advisors May 2000 - April 2002
Exponent Failure Analysis Associates March 1998 - May 2000
Skills
Client Relations, Trust Management, Planned Giving, Asset Allocation
Education
California State University-Fullerton
Certificate, Professional Fiduciary Management - Trusts
California State University-Fullerton
Certificate, Professional Fiduciary Management - Conservatorships
Notre Dame de Namur University
BS, Human Services
Shiva (Heydari) Jensen Shiva (Heydari) Jensen's Kaspick & Company Experience February 2012 - May 2013
Job Associate, Charitable Trust Program at Stanford Management Company
Industry Financial Services
Experience
Stanford Management Company May 2013 - Present
Kaspick & Company February 2012 - May 2013
Skills
Charitable Giving..., Estate Planning, Trust Administration, Investment Management, Endowment Accounting, Gift Taxation, Gifts, Endowments, Tax, Trust, Planned Giving, Wills, Program Management, Strategy, Management, Trusts, Asset Management, Legal Writing, Financial Analysis, Nonprofits, Portfolio Management, Securities, Investments
Education
Loyola Law School, Loyola Marymount University 2005 — 2008
J.D.
University of California, Irvine 2001 — 2005
B.A., Political Science
University of California, Irvine 2001 — 2005
B.A., Cognitive Science
Stanford Management Company May 2013 - Present
Kaspick & Company February 2012 - May 2013
Skills
Charitable Giving..., Estate Planning, Trust Administration, Investment Management, Endowment Accounting, Gift Taxation, Gifts, Endowments, Tax, Trust, Planned Giving, Wills, Program Management, Strategy, Management, Trusts, Asset Management, Legal Writing, Financial Analysis, Nonprofits, Portfolio Management, Securities, Investments
Education
Loyola Law School, Loyola Marymount University 2005 — 2008
J.D.
University of California, Irvine 2001 — 2005
B.A., Political Science
University of California, Irvine 2001 — 2005
B.A., Cognitive Science
Monica Malhotra's Kaspick & Company Experience May 2013 - December 2013
Job Law Clerk at Hagens Berman Sobol Shapiro LLP
Industry Law Practice
Experience
Hagens Berman Sobol Shapiro LLP August 2014 - Present
The Institute of Contemporary Art, Boston May 2012 - August 2014
Suffolk University Law School August 2011 - May 2014
Kaspick & Company May 2013 - December 2013
Suffolk University Law School May 2012 - December 2012
Snell & Wilmer April 2009 - August 2011
Skills
Editing, Legal Research, Lexis, Westlaw, Research, Legal Writing, Fundraising, Microsoft Office, Community Outreach, Nonprofits, Public Policy, Outlook, Public Speaking, Policy Analysis, Trials
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), English Literature
Suffolk University Law School
Hagens Berman Sobol Shapiro LLP August 2014 - Present
The Institute of Contemporary Art, Boston May 2012 - August 2014
Suffolk University Law School August 2011 - May 2014
Kaspick & Company May 2013 - December 2013
Suffolk University Law School May 2012 - December 2012
Snell & Wilmer April 2009 - August 2011
Skills
Editing, Legal Research, Lexis, Westlaw, Research, Legal Writing, Fundraising, Microsoft Office, Community Outreach, Nonprofits, Public Policy, Outlook, Public Speaking, Policy Analysis, Trials
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), English Literature
Suffolk University Law School
Doug Paulson's Kaspick & Company Experience March 2006 - Present
Job Senior Client Manager at Kaspick & Company
Industry Investment Management
Experience
Kaspick & Company March 2006 - Present
Notre Dame de Namur University October 2003 - April 2006
Stanford University October 2001 - October 2003
Kaspick & Company April 1991 - January 2001
Stanford University March 1989 - April 1991
Skills
Planned Giving, Fund Accounting, Investments, Accounting, Tax, Financial Reporting, Financial Management, Investment Management, Portfolio Management, Finance
Education
Stanford University 1979 — 1983
BA, Economics
Santa Clara University 1986 — 1988
MBA
Riverside Poly 1975 — 1979
Kaspick & Company March 2006 - Present
Notre Dame de Namur University October 2003 - April 2006
Stanford University October 2001 - October 2003
Kaspick & Company April 1991 - January 2001
Stanford University March 1989 - April 1991
Skills
Planned Giving, Fund Accounting, Investments, Accounting, Tax, Financial Reporting, Financial Management, Investment Management, Portfolio Management, Finance
Education
Stanford University 1979 — 1983
BA, Economics
Santa Clara University 1986 — 1988
MBA
Riverside Poly 1975 — 1979
Samuel J. Salkin's Kaspick & Company Experience July 2008 - April 2010
Job
Industry Philanthropy
Experience
Chevra Kadisha-Sinai Memorial Chapel May 2010 - Present
Kaspick & Company July 2008 - April 2010
Kaspick & Company March 2006 - 2008
Richard & Rhoda Goldman Fund May 2004 - May 2005
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties 2000 - 2004
more.com 1998 - 2000
Peet's Coffee & Tea 1994 - 1997
Smith & Hawken 1991 - 1993
Alaska Commercial Company 1983 - 1991
Skills
Strategic Planning, Business Growth, Identity Development, Finance, Branding & Identity, Business Development, Fundraising, Non-profits, Strategy, Leadership, Change Management, Start-ups, Philanthropy, Nonprofits, CRM, Social Media, Venture Capital, Marketing Communications, Executive Management, Grants, Leadership Development, Marketing, Public Speaking, Public Relations, E-commerce, Training, Human Resources, Management, Strategic Partnerships, Recruiting, Entrepreneurship, Program Management, Negotiation, Sales, Product Development, Retail, Budgets, Organizational..., Brand Management, Team Building, Volunteer Management, Event Management, Program Development, Event Planning, Community Outreach, Planned Giving
Education
Cornell University 1976 — 1979
M.S,, Development Sociology
Cornell University 1968 — 1979
Ph.D. (adb), Development Sociology
Cornell University 1968 — 1972
B.S., Industrial & Labor Relations
Chevra Kadisha-Sinai Memorial Chapel May 2010 - Present
Kaspick & Company July 2008 - April 2010
Kaspick & Company March 2006 - 2008
Richard & Rhoda Goldman Fund May 2004 - May 2005
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties 2000 - 2004
more.com 1998 - 2000
Peet's Coffee & Tea 1994 - 1997
Smith & Hawken 1991 - 1993
Alaska Commercial Company 1983 - 1991
Skills
Strategic Planning, Business Growth, Identity Development, Finance, Branding & Identity, Business Development, Fundraising, Non-profits, Strategy, Leadership, Change Management, Start-ups, Philanthropy, Nonprofits, CRM, Social Media, Venture Capital, Marketing Communications, Executive Management, Grants, Leadership Development, Marketing, Public Speaking, Public Relations, E-commerce, Training, Human Resources, Management, Strategic Partnerships, Recruiting, Entrepreneurship, Program Management, Negotiation, Sales, Product Development, Retail, Budgets, Organizational..., Brand Management, Team Building, Volunteer Management, Event Management, Program Development, Event Planning, Community Outreach, Planned Giving
Education
Cornell University 1976 — 1979
M.S,, Development Sociology
Cornell University 1968 — 1979
Ph.D. (adb), Development Sociology
Cornell University 1968 — 1972
B.S., Industrial & Labor Relations
Bill Auclair Bill Auclair's Kaspick & Company Experience July 2002 - April 2009
Job IT Manager
Industry Information Technology and Services
Experience
Altigen Communications January 2010 - Present
Astreya Partners July 2009 - December 2009
Kaspick & Company July 2002 - April 2009
Sigma Networks 2000 - 2002
DSL.Net 1999 - 2000
Rexam January 1997 - June 1999
Barden Corp March 1984 - January 1997
Eaton Consolidated Controls 1980 - 1984
Education
University of Massachusetts, Amherst 1977 — 1978
Communications
Altigen Communications January 2010 - Present
Astreya Partners July 2009 - December 2009
Kaspick & Company July 2002 - April 2009
Sigma Networks 2000 - 2002
DSL.Net 1999 - 2000
Rexam January 1997 - June 1999
Barden Corp March 1984 - January 1997
Eaton Consolidated Controls 1980 - 1984
Education
University of Massachusetts, Amherst 1977 — 1978
Communications
Bill Knox Bill Knox's Kaspick & Company Experience August 2012 - Present
Job
Industry Legal Services
Experience
Kaspick & Company August 2012 - Present
Skills
Non-profits, Trusts, Planned Giving, Philanthropy, Estate Planning, Fundraising, Public Speaking, Charities, Legal Research
Education
Loyola Law School, Loyola Marymount University 2007 — 2009
LLM, Tax
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
California State University-Chico 1999 — 2001
Bachelor of Arts, Political Science
Kaspick & Company August 2012 - Present
Skills
Non-profits, Trusts, Planned Giving, Philanthropy, Estate Planning, Fundraising, Public Speaking, Charities, Legal Research
Education
Loyola Law School, Loyola Marymount University 2007 — 2009
LLM, Tax
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
California State University-Chico 1999 — 2001
Bachelor of Arts, Political Science
Yuliana Candra Yuliana Candra's Kaspick & Company Experience March 2011 - February 2012
Job Strategic Consultant/Business Process Expert, PMP, LEED GA, CGBP
Industry Design
Experience
20 Under 20 Fellowship, Thiel Foundation January 2012 - Present
Cisco Systems September 2005 - December 2014
Adobe February 2012 - July 2012
Kaspick & Company March 2011 - February 2012
United Nations June 2010 - February 2011
Independent January 2009 - August 2009
Symantec March 2008 - September 2008
Hewlett-Packard July 2006 - October 2006
Independent June 2001 - September 2005
IT Convergence 1999 - 2001
Skills
Program Management, Six Sigma Process..., Entrepreneurship, Non-profits, Project Management, Start-up Ventures, Green Building, Cross-functional Team..., Change Management, Performance Metrics, Business Strategy, Business Modeling, Business Analysis, Energy Efficiency, Strategic Planning, Six Sigma, Renewable Energy, Start-ups, Global Operations, Sustainability, Project Planning, ERP, Leadership, Business Development, Business Process, Management, Team Leadership
Education
Hochschule Reutlingen
Bachelors, International Business
San Diego State University-California State University
Bachelors, International Business, German Literature
University of California, Berkeley
Project Management
20 Under 20 Fellowship, Thiel Foundation January 2012 - Present
Cisco Systems September 2005 - December 2014
Adobe February 2012 - July 2012
Kaspick & Company March 2011 - February 2012
United Nations June 2010 - February 2011
Independent January 2009 - August 2009
Symantec March 2008 - September 2008
Hewlett-Packard July 2006 - October 2006
Independent June 2001 - September 2005
IT Convergence 1999 - 2001
Skills
Program Management, Six Sigma Process..., Entrepreneurship, Non-profits, Project Management, Start-up Ventures, Green Building, Cross-functional Team..., Change Management, Performance Metrics, Business Strategy, Business Modeling, Business Analysis, Energy Efficiency, Strategic Planning, Six Sigma, Renewable Energy, Start-ups, Global Operations, Sustainability, Project Planning, ERP, Leadership, Business Development, Business Process, Management, Team Leadership
Education
Hochschule Reutlingen
Bachelors, International Business
San Diego State University-California State University
Bachelors, International Business, German Literature
University of California, Berkeley
Project Management
Jane Quynh Nguyen's Kaspick & Company Experience October 2005 - Present
Job Trust Administrator and Law Student
Industry Financial Services
Experience
Kaspick & Company October 2005 - Present
Education
Golden Gate University, School of Law 2007 — 2011
J.D.
University of California, San Diego 2001 — 2005
B.S, Economics and Mathematics
Kaspick & Company October 2005 - Present
Education
Golden Gate University, School of Law 2007 — 2011
J.D.
University of California, San Diego 2001 — 2005
B.S, Economics and Mathematics
Brian Sakamoto's Kaspick & Company Experience November 1998 - Present
Job Senior Client Manager at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company November 1998 - Present
Ronald McDonald House of San Francisco April 1991 - November 1998
Skills
Planned Giving, Tax, Process Improvement
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor of Science, Social Sciences
Kaspick & Company November 1998 - Present
Ronald McDonald House of San Francisco April 1991 - November 1998
Skills
Planned Giving, Tax, Process Improvement
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor of Science, Social Sciences
Ella Wong's Kaspick & Company Experience February 2002 - August 2005
Job Homemaker
Industry Hospitality
Experience
Northern Trust August 2005 - January 2008
Kaspick & Company February 2002 - August 2005
Investors Bank and Trust 2002 - 2003
Education
University of California, Davis
BS, Managerial Economics
Northern Trust August 2005 - January 2008
Kaspick & Company February 2002 - August 2005
Investors Bank and Trust 2002 - 2003
Education
University of California, Davis
BS, Managerial Economics
Donald Gale Jr.'s Kaspick & Company Experience January 2013 - Present
Job Manager, Reporting Special Projects at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company January 2013 - Present
Kaspick & Company April 2010 - January 2013
Kaspick & Company January 2008 - April 2010
Kaspick & Company June 2006 - January 2008
Mellon Financial November 2003 - June 2006
Mellon Financial July 2000 - October 2003
Skills
Data Modeling, Data Warehousing, Data Conversion, Financial Accounting, Financial Reporting, Business Transformation, Project Management, Team Management, SQL, Erwin, Microsoft Excel, Microsoft Access
Education
University of Massachusetts Boston 2000 — 2005
Bachelor of Arts (B.A.), Economics, 3.81
Kaspick & Company January 2013 - Present
Kaspick & Company April 2010 - January 2013
Kaspick & Company January 2008 - April 2010
Kaspick & Company June 2006 - January 2008
Mellon Financial November 2003 - June 2006
Mellon Financial July 2000 - October 2003
Skills
Data Modeling, Data Warehousing, Data Conversion, Financial Accounting, Financial Reporting, Business Transformation, Project Management, Team Management, SQL, Erwin, Microsoft Excel, Microsoft Access
Education
University of Massachusetts Boston 2000 — 2005
Bachelor of Arts (B.A.), Economics, 3.81
Nadia A. Yassa's Kaspick & Company Experience February 2012 - November 2013
Job Director of Estate and Gift Planning at Emerson College
Industry Law Practice
Experience
Emerson College October 2013 - Present
Kaspick & Company February 2012 - November 2013
Boston University School of Law Graduate Tax Program September 2008 - January 2012
The Boston Foundation January 2000 - January 2012
Nutter, McClennen & Fish LLP September 1996 - January 2000
Skills
Philanthropy, Estate Law, Fundraising, Nonprofits, Estate Planning, Grant Writing, Grants, Community Outreach, Event Planning, Volunteer Management, Public Speaking, Stewardship, Program Development, Research, Community Development, Trusts, Planned Giving
Education
Northeastern University School of Law
J.D.
Tufts University
B.A., cum laude, English
University of Edinburgh, Scotland
Masters, English
Emerson College October 2013 - Present
Kaspick & Company February 2012 - November 2013
Boston University School of Law Graduate Tax Program September 2008 - January 2012
The Boston Foundation January 2000 - January 2012
Nutter, McClennen & Fish LLP September 1996 - January 2000
Skills
Philanthropy, Estate Law, Fundraising, Nonprofits, Estate Planning, Grant Writing, Grants, Community Outreach, Event Planning, Volunteer Management, Public Speaking, Stewardship, Program Development, Research, Community Development, Trusts, Planned Giving
Education
Northeastern University School of Law
J.D.
Tufts University
B.A., cum laude, English
University of Edinburgh, Scotland
Masters, English
Mark Ladendorf's Kaspick & Company Experience February 2008 - Present
Job Relationship Manager at Kaspick and Company
Industry Nonprofit Organization Management
Experience
Kaspick & Company February 2008 - Present
Lutheran Hour Ministries February 2004 - January 2008
The Lutheran Hour Ministries Foundation October 2003 - January 2008
Education
American University 1988 — 1992
B.A.
Washington University in St. Louis 1996 — 1999
M.A.
Kaspick & Company February 2008 - Present
Lutheran Hour Ministries February 2004 - January 2008
The Lutheran Hour Ministries Foundation October 2003 - January 2008
Education
American University 1988 — 1992
B.A.
Washington University in St. Louis 1996 — 1999
M.A.
Lotti Lawlis's Kaspick & Company Experience February 2008 - June 2010
Job Manager, Administration at Kaspick and Company
Industry Financial Services
Experience
Kaspick and Company June 2010 - Present
Kaspick & Company February 2008 - June 2010
California Casualty 2003 - 2007
Slam Dunk Networks 2000 - 2002
KiraCom Corporation January 2000 - September 2000
TRW SYSTEMS AND INFORMATION TECHNOLOGY GROUP June 1994 - January 1999
Skills
Recruiting, Employee Relations, Compensation, Employee Benefits, Personnel Management, SDLC, Talent Acquisition, Deferred Compensation, Onboarding, Event Management, Sourcing, Applicant Tracking..., Full-cycle Recruiting, Human Resources, Management, Project Management, Talent Management, Hiring, Vendor Management, Strategic Planning, Leadership, Process Improvement, Technical Recruiting, Performance Management
Education
California State University-Chico
Political Science, Bachelors Degree
California State University-Chico
Bachelor's degree, Political Science and Government
Kaspick and Company June 2010 - Present
Kaspick & Company February 2008 - June 2010
California Casualty 2003 - 2007
Slam Dunk Networks 2000 - 2002
KiraCom Corporation January 2000 - September 2000
TRW SYSTEMS AND INFORMATION TECHNOLOGY GROUP June 1994 - January 1999
Skills
Recruiting, Employee Relations, Compensation, Employee Benefits, Personnel Management, SDLC, Talent Acquisition, Deferred Compensation, Onboarding, Event Management, Sourcing, Applicant Tracking..., Full-cycle Recruiting, Human Resources, Management, Project Management, Talent Management, Hiring, Vendor Management, Strategic Planning, Leadership, Process Improvement, Technical Recruiting, Performance Management
Education
California State University-Chico
Political Science, Bachelors Degree
California State University-Chico
Bachelor's degree, Political Science and Government
Abhishek Chadha's Kaspick & Company Experience 2012 - Present
Job Kaspick & Company
Industry Computer Software
Experience
Kaspick & Company 2012 - Present
Ciber 2009 - 2012
Iteamic 2004 - 2009
Skills
Software Project..., SDLC, Requirements Analysis, Agile Methodologies, Microsoft SQL Server, Web Services, SOA, Solution Architecture, Vendor Management, Integration, ASP.NET, Test Planning, Struts, .NET, Java Enterprise Edition
Education
Madurai Kamaraj University
Master of Computer Applications (MCA)
Kaspick & Company 2012 - Present
Ciber 2009 - 2012
Iteamic 2004 - 2009
Skills
Software Project..., SDLC, Requirements Analysis, Agile Methodologies, Microsoft SQL Server, Web Services, SOA, Solution Architecture, Vendor Management, Integration, ASP.NET, Test Planning, Struts, .NET, Java Enterprise Edition
Education
Madurai Kamaraj University
Master of Computer Applications (MCA)
Jan Stricklin's Kaspick & Company Experience July 1997 - January 2000
Job Associate Vice President, University Advancement at Pacific University
Industry Education Management
Experience
Pacific University February 2002 - Present
Whitworth College January 2000 - February 2002
Whitworth University 2000 - 2002
Kaspick & Company July 1997 - January 2000
Washington State University February 1985 - July 1997
Skills
Higher Education, Annual Giving, Alumni Relations, Fundraising, Stewardship, Planned Giving, Public Speaking, Non-profits, Microsoft Office, Student Development, Volunteer Management, Nonprofits, Community Outreach, Leadership, Grant Writing, Program Development, Student Affairs, Event Planning
Education
San Jose State University 1972 — 1973
MAT, Education
Biola University 1968 — 1972
Bachelor's degree, Elementary Education and Teaching
Pacific University February 2002 - Present
Whitworth College January 2000 - February 2002
Whitworth University 2000 - 2002
Kaspick & Company July 1997 - January 2000
Washington State University February 1985 - July 1997
Skills
Higher Education, Annual Giving, Alumni Relations, Fundraising, Stewardship, Planned Giving, Public Speaking, Non-profits, Microsoft Office, Student Development, Volunteer Management, Nonprofits, Community Outreach, Leadership, Grant Writing, Program Development, Student Affairs, Event Planning
Education
San Jose State University 1972 — 1973
MAT, Education
Biola University 1968 — 1972
Bachelor's degree, Elementary Education and Teaching
Jocelyn Desotell's Kaspick & Company Experience 1994 - 2000
Job Consultant at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management June 2009 - Present
Mellon Capital Management Corporation January 2008 - May 2009
Mellon Capital Management Corporation November 2005 - January 2008
Mellon Capital Management Corporation 2000 - 2005
Kaspick & Company 1994 - 2000
Skills
Asset Managment, Asset Management, Portfolio Management, Investments, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Management, Investment Management, Bloomberg, Asset Allocation, Equities, Derivatives, Investment Strategies
Education
San Francisco State University 1994 — 1997
MA, Economics
University of California, Santa Barbara 1987 — 1991
BA, Business Economics
Mellon Capital Management June 2009 - Present
Mellon Capital Management Corporation January 2008 - May 2009
Mellon Capital Management Corporation November 2005 - January 2008
Mellon Capital Management Corporation 2000 - 2005
Kaspick & Company 1994 - 2000
Skills
Asset Managment, Asset Management, Portfolio Management, Investments, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Management, Investment Management, Bloomberg, Asset Allocation, Equities, Derivatives, Investment Strategies
Education
San Francisco State University 1994 — 1997
MA, Economics
University of California, Santa Barbara 1987 — 1991
BA, Business Economics
Sikandar Syed's Kaspick & Company Experience February 2014 - Present
Job Senior Reporting Analyst at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company February 2014 - Present
Kaspick & Company 2006 - February 2014
Skills
Process Improvement, Business Analysis, Vendor Management, Financial Analysis, Asset Management, Portfolio Management, Microsoft Excel, Project Management, Accounting, Risk Management, Requirements Analysis, Cross-functional Team..., Program Management, Management, Budgets, PowerPoint, Change Management, Testing, Outlook, Microsoft Word
Education
San Jose State University
BS, Industrial & Systems Engineering
Kaspick & Company February 2014 - Present
Kaspick & Company 2006 - February 2014
Skills
Process Improvement, Business Analysis, Vendor Management, Financial Analysis, Asset Management, Portfolio Management, Microsoft Excel, Project Management, Accounting, Risk Management, Requirements Analysis, Cross-functional Team..., Program Management, Management, Budgets, PowerPoint, Change Management, Testing, Outlook, Microsoft Word
Education
San Jose State University
BS, Industrial & Systems Engineering
Kris Hecht's Kaspick & Company Experience August 2015 - Present
Job Senior System Administrator at Kaspick & Company
Industry Information Technology and Services
Experience
Kaspick & Company August 2015 - Present
Coretelligent July 2013 - August 2015
Coretelligent July 2012 - July 2013
8x8, Inc. August 2006 - July 2012
WaferNet August 1999 - April 2003
Skills
Servers, Troubleshooting, Windows, Linux, Operating Systems, Network Administration, Wireless Networking, Customer Satisfaction, VMware, Scripting, Desktop Environment, Remote Access, Mac OS X, Active Directory, DHCP, DNS, Java, JavaScript, LAN-WAN, Microsoft Exchange, Microsoft Office, Networking, SMTP, SNMP, SQL, Information Architecture, System Administration, Technical Support, Systems Engineering, SAN, Firewalls, VPN, Windows Server, Symantec Backup, Arcserve, TCP/IP, Apache, NIS, Samba, HTML, PC building, Cloud Computing, VoIP, Routers, VMware ESX, Windows 7, XP, Virtualization, Cisco Technologies, Switches
Education
University of Phoenix 2009 — 2011
Bachelor's Degree, Information Technology
West Valley College 2004 — 2007
Associate Degree, Computer and Information Systems
West Valley College 1999 — 2003
Associate Degree, Liberal Arts
Kaspick & Company August 2015 - Present
Coretelligent July 2013 - August 2015
Coretelligent July 2012 - July 2013
8x8, Inc. August 2006 - July 2012
WaferNet August 1999 - April 2003
Skills
Servers, Troubleshooting, Windows, Linux, Operating Systems, Network Administration, Wireless Networking, Customer Satisfaction, VMware, Scripting, Desktop Environment, Remote Access, Mac OS X, Active Directory, DHCP, DNS, Java, JavaScript, LAN-WAN, Microsoft Exchange, Microsoft Office, Networking, SMTP, SNMP, SQL, Information Architecture, System Administration, Technical Support, Systems Engineering, SAN, Firewalls, VPN, Windows Server, Symantec Backup, Arcserve, TCP/IP, Apache, NIS, Samba, HTML, PC building, Cloud Computing, VoIP, Routers, VMware ESX, Windows 7, XP, Virtualization, Cisco Technologies, Switches
Education
University of Phoenix 2009 — 2011
Bachelor's Degree, Information Technology
West Valley College 2004 — 2007
Associate Degree, Computer and Information Systems
West Valley College 1999 — 2003
Associate Degree, Liberal Arts
Paul Boscacci's Kaspick & Company Experience 1997 - 2004
Job Director of Performance Measurement at First Republic Bank
Industry Financial Services
Experience
First Republic Private Wealth Management March 2014 - Present
The Presidio Group LLC February 2011 - January 2014
Offit Capital Advisors November 2004 - January 2011
Kaspick & Company 1997 - 2004
Wells Fargo Bank 1988 - 1992
Skills
Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Asset Management, Wealth Management, Asset Allocation, Equities
Education
Yale University - Yale School of Management 1992 — 1994
MBA
Saint Mary's College of California 1982 — 1986
BA, Integral Liberal Arts
First Republic Private Wealth Management March 2014 - Present
The Presidio Group LLC February 2011 - January 2014
Offit Capital Advisors November 2004 - January 2011
Kaspick & Company 1997 - 2004
Wells Fargo Bank 1988 - 1992
Skills
Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Asset Management, Wealth Management, Asset Allocation, Equities
Education
Yale University - Yale School of Management 1992 — 1994
MBA
Saint Mary's College of California 1982 — 1986
BA, Integral Liberal Arts
Lauri Cheng's Kaspick & Company Experience November 1996 - Present
Job Team Manager, Client Account Management @ Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company November 1996 - Present
Santa Clara University July 1990 - October 1996
Skills
Tax, Planned Giving, Process Improvement, Financial Analysis, SDLC, Asset Management, Leadership, Team Leadership, Investments, Risk Management, Management, Financial Services, Nonprofits
Education
Brigham Young University 1985 — 1990
BS, Accounting
Kaspick & Company November 1996 - Present
Santa Clara University July 1990 - October 1996
Skills
Tax, Planned Giving, Process Improvement, Financial Analysis, SDLC, Asset Management, Leadership, Team Leadership, Investments, Risk Management, Management, Financial Services, Nonprofits
Education
Brigham Young University 1985 — 1990
BS, Accounting
Daniel Clay's Kaspick & Company Experience September 2000 - May 2003
Job Senior Accountant at HPC Accounting
Industry Financial Services
Experience
HPC Accounting March 2015 - Present
TeamWorks, Inc. October 2011 - February 2015
KASPICK AND COMPANY, LLC (subsidiary of TIAA-CREF) June 2008 - May 2010
S AND S BOOKKEEPING February 2004 - June 2008
Memory Dealers September 2003 - February 2004
Kaspick & Company September 2000 - May 2003
Skills
Accounting, General Ledger, Accounts Payable, Financial Statements, Accounts Receivable, Payroll, Account Reconciliation
Education
San Jose State University 1995 — 2000
B.S., Accounting & MIS
HPC Accounting March 2015 - Present
TeamWorks, Inc. October 2011 - February 2015
KASPICK AND COMPANY, LLC (subsidiary of TIAA-CREF) June 2008 - May 2010
S AND S BOOKKEEPING February 2004 - June 2008
Memory Dealers September 2003 - February 2004
Kaspick & Company September 2000 - May 2003
Skills
Accounting, General Ledger, Accounts Payable, Financial Statements, Accounts Receivable, Payroll, Account Reconciliation
Education
San Jose State University 1995 — 2000
B.S., Accounting & MIS
Derek Hammel's Kaspick & Company Experience 1994 - 1997
Job Director of Investment and Treasury Operations at Middlebury College
Industry Higher Education
Experience
Middlebury College 2008 - Present
Middlebury College 2006 - 2008
Middlebury College 2002 - 2006
Middlebury College 1997 - 2002
Kaspick & Company 1994 - 1997
Saint Francis School / Diocese of Gallup 1993 - 1994
Skills
Investments, Finance, Portfolio Management, Mutual Funds, Bonds, Nonprofits, Analysis, Financial Analysis, Microsoft Excel, Treasury Management, Economics, Research, Asset Management, Budgets
Education
Boston College - Carroll School of Management 1989 — 1993
Bachelor of Science (B.S.), Finance
Association for Financial Professionals
Certified Treasury Professional (CTP), Finance
Middlebury College 2008 - Present
Middlebury College 2006 - 2008
Middlebury College 2002 - 2006
Middlebury College 1997 - 2002
Kaspick & Company 1994 - 1997
Saint Francis School / Diocese of Gallup 1993 - 1994
Skills
Investments, Finance, Portfolio Management, Mutual Funds, Bonds, Nonprofits, Analysis, Financial Analysis, Microsoft Excel, Treasury Management, Economics, Research, Asset Management, Budgets
Education
Boston College - Carroll School of Management 1989 — 1993
Bachelor of Science (B.S.), Finance
Association for Financial Professionals
Certified Treasury Professional (CTP), Finance
Bruce Engle's Kaspick & Company Experience October 2004 - August 2014
Job Marketing Coordinator at Herrero Builders Incorporated
Industry Marketing and Advertising
Experience
Herrero Builders Incorporated November 2014 - Present
Kaspick & Company October 2004 - August 2014
Kitchen-Angel.com March 2006 - September 2007
Eagle Publications September 2000 - October 2004
Las Positas College January 2002 - June 2002
AV Images October 2000 - July 2001
Vineyard Graphic Art & Design March 1997 - October 2000
Good News, Etc. June 1999 - June 2000
Navy Compass February 1997 - February 1999
Demand Printing, Inc. March 1995 - February 1997
Skills
Illustrator, Dreamweaver, Adobe Creative Suite, Adobe Acrobat, QuarkXPress, Brochures, Photoshop, InDesign, Marketing Communications, Corporate Branding, Graphic Design, Direct Mail, Leadership, Marketing, Microsoft Office, Public Speaking, Advertising, Graphics, Strategic Planning, Layout
Education
University of Phoenix 1998 — 2000
BS, Business Marketing
Las Positas College 1987 — 1991
AA, General Education
Herrero Builders Incorporated November 2014 - Present
Kaspick & Company October 2004 - August 2014
Kitchen-Angel.com March 2006 - September 2007
Eagle Publications September 2000 - October 2004
Las Positas College January 2002 - June 2002
AV Images October 2000 - July 2001
Vineyard Graphic Art & Design March 1997 - October 2000
Good News, Etc. June 1999 - June 2000
Navy Compass February 1997 - February 1999
Demand Printing, Inc. March 1995 - February 1997
Skills
Illustrator, Dreamweaver, Adobe Creative Suite, Adobe Acrobat, QuarkXPress, Brochures, Photoshop, InDesign, Marketing Communications, Corporate Branding, Graphic Design, Direct Mail, Leadership, Marketing, Microsoft Office, Public Speaking, Advertising, Graphics, Strategic Planning, Layout
Education
University of Phoenix 1998 — 2000
BS, Business Marketing
Las Positas College 1987 — 1991
AA, General Education
Anne Hoyer's Kaspick & Company Experience April 2013 - September 2013
Job Relationship Manager, Asset Advisors LLC
Industry Financial Services
Experience
Asset Advisors, LLC October 2013 - Present
Kaspick & Company April 2013 - September 2013
Wetherby Asset Management March 2010 - October 2012
Brouwer & Janachowski April 2001 - February 2010
Caton Financial February 2000 - April 2001
Westamerica Bank April 1994 - February 2000
Heritage Bank & Trust April 1988 - February 1994
Skills
Investments, Portfolio Management, Financial Services, Asset Allocation, Mutual Funds, Asset Managment, Wealth Management, Retirement Planning, Equities, Alternative Investments, Securities
Education
College of Marin 2004 — 2007
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Asset Advisors, LLC October 2013 - Present
Kaspick & Company April 2013 - September 2013
Wetherby Asset Management March 2010 - October 2012
Brouwer & Janachowski April 2001 - February 2010
Caton Financial February 2000 - April 2001
Westamerica Bank April 1994 - February 2000
Heritage Bank & Trust April 1988 - February 1994
Skills
Investments, Portfolio Management, Financial Services, Asset Allocation, Mutual Funds, Asset Managment, Wealth Management, Retirement Planning, Equities, Alternative Investments, Securities
Education
College of Marin 2004 — 2007
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Cynthia Boucher's Kaspick & Company Experience December 2004 - October 2010
Job Technology Executive
Industry Information Technology and Services
Experience
Savvis, a CenturyLink company October 2012 - June 2013
Ciber Inc. October 2010 - October 2012
Kaspick & Company December 2004 - October 2010
Flax art & design January 2004 - November 2004
RHK Inc July 2001 - July 2003
Prophet January 2000 - May 2001
Montgomery Asset Management June 1998 - June 1999
GameWorks May 1997 - June 1998
Sega of America, Inc. September 1996 - May 1997
Montgomery Securities July 1993 - September 1996
Skills
Process Improvement, Vendor Management, Change Management, Program Management, Strategic Planning, Business Analysis, Project Management, IT Outsourcing, Global Delivery, IT Strategy, Contract Negotiation, Customer Success, IT Service Management, Cross-functional Team..., Business Strategy, Revenue Growth..., ITIL Process, Management Consulting, Enterprise Portfolio..., CRM, Leadership, Business Process, Management, Data Center, ITIL
Education
Syracuse University
Bachelor of Arts (B.A.), Russian Studies/Library Science
Savvis, a CenturyLink company October 2012 - June 2013
Ciber Inc. October 2010 - October 2012
Kaspick & Company December 2004 - October 2010
Flax art & design January 2004 - November 2004
RHK Inc July 2001 - July 2003
Prophet January 2000 - May 2001
Montgomery Asset Management June 1998 - June 1999
GameWorks May 1997 - June 1998
Sega of America, Inc. September 1996 - May 1997
Montgomery Securities July 1993 - September 1996
Skills
Process Improvement, Vendor Management, Change Management, Program Management, Strategic Planning, Business Analysis, Project Management, IT Outsourcing, Global Delivery, IT Strategy, Contract Negotiation, Customer Success, IT Service Management, Cross-functional Team..., Business Strategy, Revenue Growth..., ITIL Process, Management Consulting, Enterprise Portfolio..., CRM, Leadership, Business Process, Management, Data Center, ITIL
Education
Syracuse University
Bachelor of Arts (B.A.), Russian Studies/Library Science
William Grace's Kaspick & Company Experience April 2012 - October 2012
Job Financial Service Professional
Industry Financial Services
Experience
Kaspick & Company April 2012 - October 2012
Union Bank January 2011 - April 2012
SCM Advisors LLC May 2005 - August 2010
RCM / Bank of New York-Mellon May 1999 - May 2005
AIM (formally GT Global) February 1996 - February 1999
Skills
Equities, Fixed Income, Account Reconciliation, Bloomberg, Accounting, Portfolio Management, Mutual Funds, Banking, Securities, Cash Management
Education
Grambling State University
B.S., Accounting
Kaspick & Company April 2012 - October 2012
Union Bank January 2011 - April 2012
SCM Advisors LLC May 2005 - August 2010
RCM / Bank of New York-Mellon May 1999 - May 2005
AIM (formally GT Global) February 1996 - February 1999
Skills
Equities, Fixed Income, Account Reconciliation, Bloomberg, Accounting, Portfolio Management, Mutual Funds, Banking, Securities, Cash Management
Education
Grambling State University
B.S., Accounting
Anthony Donnelly's Kaspick & Company Experience June 2013 - Present
Job Experienced Account Manager and Operations Specialist.
Industry Financial Services
Experience
Kaspick & Company June 2013 - Present
State Street Corporation April 2010 - July 2012
State Street Corporation June 2007 - April 2010
Skills
Client Relations Skills, Account Management, Financial Services, Train Others, Fund Accounting, Real Estate Private..., Private Equity, Financial Reporting, Financial Statement..., Communication, Superior Client Service, Relationship Management, Accounting, Investments, Analysis, Equities, Asset Allocation
Education
Westfield State College 2003 — 2007
Bachelor of Arts
Bond University 2006 — 2006
Kaspick & Company June 2013 - Present
State Street Corporation April 2010 - July 2012
State Street Corporation June 2007 - April 2010
Skills
Client Relations Skills, Account Management, Financial Services, Train Others, Fund Accounting, Real Estate Private..., Private Equity, Financial Reporting, Financial Statement..., Communication, Superior Client Service, Relationship Management, Accounting, Investments, Analysis, Equities, Asset Allocation
Education
Westfield State College 2003 — 2007
Bachelor of Arts
Bond University 2006 — 2006
Abigail B. Mason's Kaspick & Company Experience Managing DirectorCambridge Associates1987 - 1995
Job Chief Investment Officer at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company Managing DirectorCambridge Associates1987 - 1995
Bank of Boston 1980 - 1985
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1976 — 1980
AB, Economics
Phillips Academy 1974 — 1976
The Wheeler School 1963 — 1974
Kaspick & Company Managing DirectorCambridge Associates1987 - 1995
Bank of Boston 1980 - 1985
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1976 — 1980
AB, Economics
Phillips Academy 1974 — 1976
The Wheeler School 1963 — 1974
Dave Libengood's Kaspick & Company Experience March 2010 - Present
Job Director, Relationship Management at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company March 2010 - Present
Kaspick & Company November 2001 - February 2010
The First Church of Christ, Scientist October 1986 - November 2001
Comerica Bank June 1983 - October 1986
Skills
Asset Management, Relationship Management, Strategic Planning, Portfolio Management, Asset Allocation
Education
University of Michigan 1981 — 1983
MBA, Finance
University of Michigan 1977 — 1981
Bachelor of Music Performance, Viola
Kaspick & Company March 2010 - Present
Kaspick & Company November 2001 - February 2010
The First Church of Christ, Scientist October 1986 - November 2001
Comerica Bank June 1983 - October 1986
Skills
Asset Management, Relationship Management, Strategic Planning, Portfolio Management, Asset Allocation
Education
University of Michigan 1981 — 1983
MBA, Finance
University of Michigan 1977 — 1981
Bachelor of Music Performance, Viola