Kelmoore Investment Company
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Kelmoore Investment Company Employees
Employee
Years
Job
Industry
Randi Mills Randi Mills's Kelmoore Investment Company Experience May 1999 - November 2007
Job Operations Supervisor at Foothill Securities, Inc.
Industry Financial Services
Experience
Loring Ward March 2015 - Present
Foothill Securities, Inc. September 2008 - March 2015
Berthel Fisher & Company Financial Services, Inc. December 2007 - August 2008
Kelmoore Investment Company May 1999 - November 2007
Skills
Customer Service, Series 7, Series 24, Series 63, Financial Services, Mutual Funds, Investments, Investment Advisory...
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), Economics
Loring Ward March 2015 - Present
Foothill Securities, Inc. September 2008 - March 2015
Berthel Fisher & Company Financial Services, Inc. December 2007 - August 2008
Kelmoore Investment Company May 1999 - November 2007
Skills
Customer Service, Series 7, Series 24, Series 63, Financial Services, Mutual Funds, Investments, Investment Advisory...
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), Economics
Lin Sun ChFC CRPC® Lin Sun ChFC CRPC®'s Kelmoore Investment Company Experience March 2005 - September 2005
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
E*TRADE Financial October 2012 - November 2012
E*TRADE Financial May 2008 - October 2012
E*TRADE Financial August 2006 - May 2008
Kelmoore Investment Company March 2005 - September 2005
Prudential Financial January 2003 - March 2005
Skills
Series 7, Series 66, Series 3, Series 24, Series 9, Series 10, Securities, Investments, Asset Allocation, Mutual Funds, Separately Managed..., Unified Managed Accounts, Municipal Bonds, Corporate Bonds, Life Insurance, Long Term Care, Retirement Planning
Education
Brandeis University 1998 — 2002
Bachelor of Arts, Biology, Economics
Charles Schwab December 2012 - Present
E*TRADE Financial October 2012 - November 2012
E*TRADE Financial May 2008 - October 2012
E*TRADE Financial August 2006 - May 2008
Kelmoore Investment Company March 2005 - September 2005
Prudential Financial January 2003 - March 2005
Skills
Series 7, Series 66, Series 3, Series 24, Series 9, Series 10, Securities, Investments, Asset Allocation, Mutual Funds, Separately Managed..., Unified Managed Accounts, Municipal Bonds, Corporate Bonds, Life Insurance, Long Term Care, Retirement Planning
Education
Brandeis University 1998 — 2002
Bachelor of Arts, Biology, Economics
Alex Reich Alex Reich's Kelmoore Investment Company Experience 2004 - 2007
Job Vice President, Sales at TriNet
Industry Investment Management
Experience
TriNet June 2014 - Present
HighMark Capital Management December 2007 - September 2013
Kelmoore Investment Company 2004 - 2007
Skills
Asset Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Investment Strategies
Education
University of Oregon
Bachelor of Science (B.S.)
TriNet June 2014 - Present
HighMark Capital Management December 2007 - September 2013
Kelmoore Investment Company 2004 - 2007
Skills
Asset Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Investment Strategies
Education
University of Oregon
Bachelor of Science (B.S.)
Katie Desai Katie Desai's Kelmoore Investment Company Experience 2001 - 2003
Job Vice President | Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
TD Ameritrade Institutional September 2010 - July 2012
New York Life / MainStay Investments 2003 - 2010
Kelmoore Investment Company 2001 - 2003
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Economics
Fidelity Investments July 2012 - Present
TD Ameritrade Institutional September 2010 - July 2012
New York Life / MainStay Investments 2003 - 2010
Kelmoore Investment Company 2001 - 2003
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Economics
Ronald Puccinelli Jr's Kelmoore Investment Company Experience November 2003 - September 2005
Job Registered Principal at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Consultant February 2010 - May 2011
E*TRADE Financial January 2009 - February 2010
Dunham & Associates July 2008 - September 2008
Kelmoore Investment Co Inc. August 2005 - July 2008
Kelmoore Investment Company November 2003 - September 2005
Morgan Stanley 2000 - 2003
Education
Notre Dame de Namur University 1997 — 2000
Bachelors of Science, Finance/ Economics
Ameriprise Financial Services, Inc. April 2011 - Present
Consultant February 2010 - May 2011
E*TRADE Financial January 2009 - February 2010
Dunham & Associates July 2008 - September 2008
Kelmoore Investment Co Inc. August 2005 - July 2008
Kelmoore Investment Company November 2003 - September 2005
Morgan Stanley 2000 - 2003
Education
Notre Dame de Namur University 1997 — 2000
Bachelors of Science, Finance/ Economics
David A. Loobey David A. Loobey's Kelmoore Investment Company Experience March 2004 - March 2008
Job Sales Development at Equilar, Inc
Industry Information Technology and Services
Experience
Equilar, Inc. August 2015 - Present
ATEL Securities Corporation October 2011 - February 2015
HighMark Capital Management March 2010 - May 2011
Kelmoore Investment Company March 2004 - March 2008
Franklin Templeton Investments September 1998 - December 2003
Skills
Licensing, Sales Operations, Disability Insurance, Investments, Series 7, Business Development, Alternative Investments, Sales Management..., Start-ups, Sales Management, Mutual Funds, Management, Fixed Income, Portfolio Management, Securities, Finance, Selling, Asset Allocation, Due Diligence, Series 63, District Sales..., Sales, Venture Capital, Entrepreneurship, Asset Management, Marketing, Investment Management, Salesforce.com
Education
Skyline College
Equilar, Inc. August 2015 - Present
ATEL Securities Corporation October 2011 - February 2015
HighMark Capital Management March 2010 - May 2011
Kelmoore Investment Company March 2004 - March 2008
Franklin Templeton Investments September 1998 - December 2003
Skills
Licensing, Sales Operations, Disability Insurance, Investments, Series 7, Business Development, Alternative Investments, Sales Management..., Start-ups, Sales Management, Mutual Funds, Management, Fixed Income, Portfolio Management, Securities, Finance, Selling, Asset Allocation, Due Diligence, Series 63, District Sales..., Sales, Venture Capital, Entrepreneurship, Asset Management, Marketing, Investment Management, Salesforce.com
Education
Skyline College
Steven Saulque Steven Saulque's Kelmoore Investment Company Experience 2006 - 2008
Job Internal Sales Consultant, SoCal Region
Industry Financial Services
Experience
Forward April 2012 - Present
Technology Credit Union August 2011 - January 2012
VALIC Financial Advisors January 2009 - August 2011
Kelmoore Investment Company 2006 - 2008
Skills
Series 7, Mutual Funds, Separately Managed..., Uniform Combined State..., Fixed Annuities, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Financial Planning
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Communication and Media Studies, 3.25
Jesuit High School, Carmichael, CA
Forward April 2012 - Present
Technology Credit Union August 2011 - January 2012
VALIC Financial Advisors January 2009 - August 2011
Kelmoore Investment Company 2006 - 2008
Skills
Series 7, Mutual Funds, Separately Managed..., Uniform Combined State..., Fixed Annuities, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Financial Planning
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Communication and Media Studies, 3.25
Jesuit High School, Carmichael, CA
Joshua de Larios-Heiman (CIPP/US) Joshua de Larios-Heiman (CIPP/US)'s Kelmoore Investment Company Experience June 1999 - August 2002
Job Counsel
Industry Law Practice
Experience
Free Law Project April 2014 - Present
de Larios-Heiman Law Offices February 2013 - Present
Ribera Law Firm, A Professional Corporation August 2012 - February 2013
Weems Law Offices January 2012 - July 2012
de Larios-Heiman & Bercovitz, LLP August 2009 - December 2011
Joshua de Larios-Heiman Consulting / The Danger Institute February 2003 - December 2010
NiteFloat Inc. March 2009 - April 2010
Stanford Law School October 2008 - March 2009
Kelmoore Investment Company June 1999 - August 2002
Graham & Associates 1997 - 1999
Skills
Legal Writing, Legal Research, Intellectual Property, Contract Negotiation, Civil Litigation, Trade Secrets, Legal Technology, Licensing, Cyberlaw, Internet Law, Trademarks, Litigation, Commercial Litigation, Transaction Negotiations, Knowledge Management, Product Counsel, Information Security, Start-ups, Employment Law, Privacy Law, Data Privacy, Corporate Law, Corporate Governance, Mergers & Acquisitions, Securities Regulation, Negotiation, Legal Advice, Arbitration, Compliance, Courts, Trials
Education
Stanford University Law School 2008 — 2009
Postgraduate Scholar, Center for Internet and Society
University of San Francisco 2002 — 2005
JD
UC Berkeley
BA, History
Free Law Project April 2014 - Present
de Larios-Heiman Law Offices February 2013 - Present
Ribera Law Firm, A Professional Corporation August 2012 - February 2013
Weems Law Offices January 2012 - July 2012
de Larios-Heiman & Bercovitz, LLP August 2009 - December 2011
Joshua de Larios-Heiman Consulting / The Danger Institute February 2003 - December 2010
NiteFloat Inc. March 2009 - April 2010
Stanford Law School October 2008 - March 2009
Kelmoore Investment Company June 1999 - August 2002
Graham & Associates 1997 - 1999
Skills
Legal Writing, Legal Research, Intellectual Property, Contract Negotiation, Civil Litigation, Trade Secrets, Legal Technology, Licensing, Cyberlaw, Internet Law, Trademarks, Litigation, Commercial Litigation, Transaction Negotiations, Knowledge Management, Product Counsel, Information Security, Start-ups, Employment Law, Privacy Law, Data Privacy, Corporate Law, Corporate Governance, Mergers & Acquisitions, Securities Regulation, Negotiation, Legal Advice, Arbitration, Compliance, Courts, Trials
Education
Stanford University Law School 2008 — 2009
Postgraduate Scholar, Center for Internet and Society
University of San Francisco 2002 — 2005
JD
UC Berkeley
BA, History
Jessica Kelmon Jessica Kelmon's Kelmoore Investment Company Experience March 2001 - August 2006
Job Senior Editor at GreatSchools
Industry Writing and Editing
Experience
GreatSchools May 2014 - Present
GreatSchools February 2011 - Present
. October 2006 - Present
BabyCenter.com May 2009 - February 2011
San Francisco Magazine January 2008 - November 2008
MEDILL NEWS SERVICE August 2007 - December 2007
Medill School of Journalism September 2006 - December 2007
Ebony-Medill magazine January 2007 - June 2007
Kelmoore Investment Company March 2001 - August 2006
HandsOn Bay Area September 2003 - June 2005
Skills
Editing, Writing, Blogging, Journalism, Newsletters, Magazines, Fact-checking, Copy Editing, Social Media, Non-profits, Dreamweaver, SEO, CMS, Editorial, Word, Excel, HTML, InDesign, Production, Proofreading, Microsoft Excel, Publishing, Content Management, Storytelling, Content Development, Feature Articles, Freelance Writing, Content Strategy, Copywriting, AP Style, Web Content Management, Publications, Collaboration, Research, News Writing, Creative Writing, Facebook, New Media, Multimedia, WordPress, Digital Media, Press Releases, Online Journalism, Web Content, Marketing
Education
Northwestern University 2006 — 2007
Master of Science in Journalism (MSJ), Journalism, Magazine track
University of California, Hastings College of the Law 1999 — 2000
University of California, Los Angeles 1993 — 1998
Bachelor of Arts (B.A.), Communication Studies major with Business Administration emphasis
Universidad de Granada 1997 — 1997
Certificate of Advanced Study, Spanish language and culture
GreatSchools May 2014 - Present
GreatSchools February 2011 - Present
. October 2006 - Present
BabyCenter.com May 2009 - February 2011
San Francisco Magazine January 2008 - November 2008
MEDILL NEWS SERVICE August 2007 - December 2007
Medill School of Journalism September 2006 - December 2007
Ebony-Medill magazine January 2007 - June 2007
Kelmoore Investment Company March 2001 - August 2006
HandsOn Bay Area September 2003 - June 2005
Skills
Editing, Writing, Blogging, Journalism, Newsletters, Magazines, Fact-checking, Copy Editing, Social Media, Non-profits, Dreamweaver, SEO, CMS, Editorial, Word, Excel, HTML, InDesign, Production, Proofreading, Microsoft Excel, Publishing, Content Management, Storytelling, Content Development, Feature Articles, Freelance Writing, Content Strategy, Copywriting, AP Style, Web Content Management, Publications, Collaboration, Research, News Writing, Creative Writing, Facebook, New Media, Multimedia, WordPress, Digital Media, Press Releases, Online Journalism, Web Content, Marketing
Education
Northwestern University 2006 — 2007
Master of Science in Journalism (MSJ), Journalism, Magazine track
University of California, Hastings College of the Law 1999 — 2000
University of California, Los Angeles 1993 — 1998
Bachelor of Arts (B.A.), Communication Studies major with Business Administration emphasis
Universidad de Granada 1997 — 1997
Certificate of Advanced Study, Spanish language and culture
Gregg Cormier Gregg Cormier's Kelmoore Investment Company Experience December 2001 - June 2003
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
SunTrust Investment Services September 2006 - October 2009
Moors & Cabot December 2004 - September 2006
UBS Wealth Management September 2003 - December 2004
Kelmoore Investment Company December 2001 - June 2003
Morgan Stanley January 2000 - December 2001
Skills
Series 7, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Investments, Public Speaking, Event Management, Project Management, Insurance, Management, Sales, Finance, Portfolio Management, Mutual Funds
Education
Keene State College 1995 — 1999
Bachelor of Science (B.S.), Economics & Mathematics
Northwestern Mutual May 2014 - Present
SunTrust Investment Services September 2006 - October 2009
Moors & Cabot December 2004 - September 2006
UBS Wealth Management September 2003 - December 2004
Kelmoore Investment Company December 2001 - June 2003
Morgan Stanley January 2000 - December 2001
Skills
Series 7, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Investments, Public Speaking, Event Management, Project Management, Insurance, Management, Sales, Finance, Portfolio Management, Mutual Funds
Education
Keene State College 1995 — 1999
Bachelor of Science (B.S.), Economics & Mathematics
Katie Perez's Kelmoore Investment Company Experience October 2007 - October 2008
Job Executive Assistant; R&D Dept. at Hortonworks
Industry Accounting
Experience
Hortonworks September 2015 - Present
Gigya October 2009 - April 2013
Kelmoore Investment Company October 2007 - October 2008
KTB Ventures June 2004 - September 2005
Financial Engines April 2003 - May 2004
The Enterprise Network August 2002 - April 2003
DCM June 2000 - August 2002
Skills
Salesforce.com, Social Media, Administrative..., Social Networking, Recruiting, SaaS, Microsoft Excel, Start-ups, Social Media Marketing, Human Resources, Microsoft Word, Microsoft Office, Event Planning, Temporary Placement, Talent Acquisition, Outlook, Onboarding, PowerPoint, Event Management, Administrative Work, Contract Negotiation, Sourcing, Benefits Administration, Screening Resumes, CRM, Employee Relations, Staffing Services, Calendaring, Expense Reports, Analytics, Ceridian, Office Equipment, Reference Checking
Education
Foothill College
Santa Rita Elementary
Hortonworks September 2015 - Present
Gigya October 2009 - April 2013
Kelmoore Investment Company October 2007 - October 2008
KTB Ventures June 2004 - September 2005
Financial Engines April 2003 - May 2004
The Enterprise Network August 2002 - April 2003
DCM June 2000 - August 2002
Skills
Salesforce.com, Social Media, Administrative..., Social Networking, Recruiting, SaaS, Microsoft Excel, Start-ups, Social Media Marketing, Human Resources, Microsoft Word, Microsoft Office, Event Planning, Temporary Placement, Talent Acquisition, Outlook, Onboarding, PowerPoint, Event Management, Administrative Work, Contract Negotiation, Sourcing, Benefits Administration, Screening Resumes, CRM, Employee Relations, Staffing Services, Calendaring, Expense Reports, Analytics, Ceridian, Office Equipment, Reference Checking
Education
Foothill College
Santa Rita Elementary
Lucy Vaughan's Kelmoore Investment Company Experience May 2001 - May 2006
Job Payroll Specialist Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments December 2006 - Present
Kelmoore Investment Company May 2001 - May 2006
Education
Boston University Questrom School of Business 1985 — 1989
BSBA, MARKETING
Fidelity Investments December 2006 - Present
Kelmoore Investment Company May 2001 - May 2006
Education
Boston University Questrom School of Business 1985 — 1989
BSBA, MARKETING
Scott Caulfield's Kelmoore Investment Company Experience October 2001 - March 2003
Job Managing Director, Policies & Controls, Charles Schwab Investment Management
Industry Investment Management
Experience
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
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
Vanessa Tse, CIPM's Kelmoore Investment Company Experience 2005 - 2007
Job Risk Manager at AXA Rosenberg
Industry Investment Management
Experience
AXA Rosenberg Investment Management September 2014 - Present
HighMark Capital Management, Inc. (MUFG Union Bank, N.A.) March 2013 - September 2014
AXA Rosenberg January 2008 - February 2013
Kelmoore Investment Company 2005 - 2007
McMorgan & Company 2001 - 2005
Skills
Financial Services, Datastream, Investment Management, Bloomberg, Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Securities, Financial Modeling, Asset Allocation
Education
University of California, Los Angeles
B.A., Economics
AXA Rosenberg Investment Management September 2014 - Present
HighMark Capital Management, Inc. (MUFG Union Bank, N.A.) March 2013 - September 2014
AXA Rosenberg January 2008 - February 2013
Kelmoore Investment Company 2005 - 2007
McMorgan & Company 2001 - 2005
Skills
Financial Services, Datastream, Investment Management, Bloomberg, Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Securities, Financial Modeling, Asset Allocation
Education
University of California, Los Angeles
B.A., Economics
Norman (Hal) Moore's Kelmoore Investment Company Experience January 1994 - July 2008
Job Compliance Principal
Industry Investment Management
Experience
Foothill Securities, inc October 2014 - Present
Norman Moore - Consulting August 2008 - Present
Extreme Learning August 2009 - June 2012
U.S. Census Bureau March 2009 - May 2009
LawnMuffins September 2008 - May 2009
Kelmoore Investment Company January 1994 - July 2008
S.E. Rycoff & Company September 1994 - October 1995
Selcal Sales Corporation July 1992 - September 1994
Napa County Schools and Solano County Schools December 1990 - June 1992
Swensen's Ice Cream and Petco Training Films April 1972 - December 1990
Skills
Training, Management, Start-ups, Analysis, Marketing, Coaching, Investments, E-Learning, Business Analysis
Education
Wesleyan University 1963 — 1967
BA, English Literature
Stanford University Graduate School of Business
Left to join a Start Up, Part of an MBA
Foothill Securities, inc October 2014 - Present
Norman Moore - Consulting August 2008 - Present
Extreme Learning August 2009 - June 2012
U.S. Census Bureau March 2009 - May 2009
LawnMuffins September 2008 - May 2009
Kelmoore Investment Company January 1994 - July 2008
S.E. Rycoff & Company September 1994 - October 1995
Selcal Sales Corporation July 1992 - September 1994
Napa County Schools and Solano County Schools December 1990 - June 1992
Swensen's Ice Cream and Petco Training Films April 1972 - December 1990
Skills
Training, Management, Start-ups, Analysis, Marketing, Coaching, Investments, E-Learning, Business Analysis
Education
Wesleyan University 1963 — 1967
BA, English Literature
Stanford University Graduate School of Business
Left to join a Start Up, Part of an MBA
Ralph Kelmon's Kelmoore Investment Company Experience September 1992 - September 2008
Job PRESIDENT AT NET EQUITY MANAGEMENT
Industry Financial Services
Experience
NET EQUITY MANAGEMENT September 2008 - Present
Kelmoore Investment Company September 1992 - September 2008
Education
Boston College 1962 — 1966
AB, Economics
NET EQUITY MANAGEMENT September 2008 - Present
Kelmoore Investment Company September 1992 - September 2008
Education
Boston College 1962 — 1966
AB, Economics
Chip Humphrey's Kelmoore Investment Company Experience 2001 - 2002
Job Senior Sales Representative at Biotek Labs
Industry Financial Services
Experience
Biotek Labs 2012 - Present
The Guardian Life Insurance Company of America 2010 - 2012
Nationwide Financial 2002 - 2009
Kelmoore Investment Company 2001 - 2002
Villanova Capital/Gartmore Investments 1999 - 2001
Neuberger Berman 1996 - 1999
Oppenheimer Funds 1993 - 1996
Morgan Stanley 1989 - 1993
Education
Miami University 1983 — 1987
BS, Marketing
Biotek Labs 2012 - Present
The Guardian Life Insurance Company of America 2010 - 2012
Nationwide Financial 2002 - 2009
Kelmoore Investment Company 2001 - 2002
Villanova Capital/Gartmore Investments 1999 - 2001
Neuberger Berman 1996 - 1999
Oppenheimer Funds 1993 - 1996
Morgan Stanley 1989 - 1993
Education
Miami University 1983 — 1987
BS, Marketing
Agnet Denham, MBA, CISA's Kelmoore Investment Company Experience January 2000 - December 2005
Job AR Manager
Industry Internet
Experience
Saba May 2014 - Present
Selectica March 2011 - April 2012
Coremetrics, an IBM Company November 2009 - March 2011
Coremetrics September 2008 - October 2009
KPMG January 2007 - September 2008
Kelmoore Investment Company January 2000 - December 2005
Education
California State University-East Bay 2005 — 2006
MBA, Accounting
University of Wisconsin-Madison - School of Business 1996 — 1998
BBA, Finance, Management Information Systems
Saba May 2014 - Present
Selectica March 2011 - April 2012
Coremetrics, an IBM Company November 2009 - March 2011
Coremetrics September 2008 - October 2009
KPMG January 2007 - September 2008
Kelmoore Investment Company January 2000 - December 2005
Education
California State University-East Bay 2005 — 2006
MBA, Accounting
University of Wisconsin-Madison - School of Business 1996 — 1998
BBA, Finance, Management Information Systems
Heather DeCook's Kelmoore Investment Company Experience 2003 - 2004
Job
Industry Financial Services
Experience
Marquam Group (M Financial Group) October 2009 - April 2011
Audigy Group December 2008 - October 2009
AssetMark Investment Services/Genworth Financial Wealth Management December 2004 - 2008
Kelmoore Investment Company 2003 - 2004
Skills
Marketing, Management, Strategy, Training, Marketing Communications, Advertising, Analysis, Strategic Planning
Education
Saint Mary's College of California
Business Management, Business, Management
Marquam Group (M Financial Group) October 2009 - April 2011
Audigy Group December 2008 - October 2009
AssetMark Investment Services/Genworth Financial Wealth Management December 2004 - 2008
Kelmoore Investment Company 2003 - 2004
Skills
Marketing, Management, Strategy, Training, Marketing Communications, Advertising, Analysis, Strategic Planning
Education
Saint Mary's College of California
Business Management, Business, Management
Kenneth Hanson's Kelmoore Investment Company Experience January 2001 - January 2006
Job Regional Sales Director at RiverSource Life Insurance
Industry Insurance
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Symetra Financial May 2008 - December 2010
American National Insurance Company July 2006 - May 2008
Kelmoore Investment Company January 2001 - January 2006
First Variable Life Insurance Company January 1999 - January 2001
Fortis Financial Group 1991 - 1997
Education
University of Minnesota Duluth
Bachelor, Business Administration
Ameriprise Financial Services, Inc. March 2012 - Present
Symetra Financial May 2008 - December 2010
American National Insurance Company July 2006 - May 2008
Kelmoore Investment Company January 2001 - January 2006
First Variable Life Insurance Company January 1999 - January 2001
Fortis Financial Group 1991 - 1997
Education
University of Minnesota Duluth
Bachelor, Business Administration