Kensington Investment Group
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Kensington Investment Group Employees
Employee
Years
Job
Industry
Jill A. Holup, CFA Jill A. Holup, CFA's Kensington Investment Group Experience January 2005 - January 2008
Job CoFounder/Director/Portfolio Manager at Callegro Investments, LLC
Industry Real Estate
Experience
Callegro Investments, LLC April 2012 - Present
Sandhill Crane Partners, LLC (A Callegro Investments Fund) April 2014 - Present
CFA Society of Austin August 2011 - Present
Investors Diversified Realty 2008 - Present
Jill Holup Consulting, Ltd. August 2004 - Present
Lowenberg Wealth Management Group August 2009 - January 2012
RMH Group, LLC April 2008 - July 2009
Kensington Investment Group January 2005 - January 2008
John McStay Investment Counsel January 1997 - May 2003
McDonald & Company Securities January 1996 - January 1997
Skills
Investments, Portfolio Management, Equities, Valuation, Asset Management, Investment Management, Alternative Investments, Mutual Funds, Financial Modeling, Real Estate, Hedge Funds, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Financial Services, Equity Research, Institutional, Distressed Property, Master Planned..., Golf Course Communities, Real Estate Development, Homebuilding
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
MBA
The University of Texas at El Paso 1982 — 1985
BBA, Finance
Callegro Investments, LLC April 2012 - Present
Sandhill Crane Partners, LLC (A Callegro Investments Fund) April 2014 - Present
CFA Society of Austin August 2011 - Present
Investors Diversified Realty 2008 - Present
Jill Holup Consulting, Ltd. August 2004 - Present
Lowenberg Wealth Management Group August 2009 - January 2012
RMH Group, LLC April 2008 - July 2009
Kensington Investment Group January 2005 - January 2008
John McStay Investment Counsel January 1997 - May 2003
McDonald & Company Securities January 1996 - January 1997
Skills
Investments, Portfolio Management, Equities, Valuation, Asset Management, Investment Management, Alternative Investments, Mutual Funds, Financial Modeling, Real Estate, Hedge Funds, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Financial Services, Equity Research, Institutional, Distressed Property, Master Planned..., Golf Course Communities, Real Estate Development, Homebuilding
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
MBA
The University of Texas at El Paso 1982 — 1985
BBA, Finance
Justina Childs Justina Childs's Kensington Investment Group Experience February 2005 - June 2009
Job PreMed Graduate Student
Industry Higher Education
Experience
California State University, East Bay September 2014 - Present
Prima Facia Skincare September 2012 - Present
Forward Management June 2009 - June 2010
Kensington Investment Group February 2005 - June 2009
Skills
Aesthetics, Waxing, Chemical Peels, Microdermabrasion, Facials, Microcurrent, Graphic Design, InDesign, Microsoft Office, Adobe Creative Suite
Education
California State University-East Bay 2014 — 2016
Pre-Medicine/Pre-Medical Studies
San Francisco Institute of Esthetics and Cosmetology 2012 — 2012
Esthetics
California State University-Hayward 2001 — 2004
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
California State University, East Bay September 2014 - Present
Prima Facia Skincare September 2012 - Present
Forward Management June 2009 - June 2010
Kensington Investment Group February 2005 - June 2009
Skills
Aesthetics, Waxing, Chemical Peels, Microdermabrasion, Facials, Microcurrent, Graphic Design, InDesign, Microsoft Office, Adobe Creative Suite
Education
California State University-East Bay 2014 — 2016
Pre-Medicine/Pre-Medical Studies
San Francisco Institute of Esthetics and Cosmetology 2012 — 2012
Esthetics
California State University-Hayward 2001 — 2004
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Desiree Bisconer Desiree Bisconer's Kensington Investment Group Experience March 2004 - November 2008
Job Executive Assistant
Industry Food & Beverages
Experience
Annie's, Inc. December 2013 - January 2015
Coca-Cola Refreshments July 2012 - December 2013
PMI Mortgage Insurance Co. January 2009 - July 2012
Kensington Investment Group March 2004 - November 2008
UFCW Trust Administration March 2003 - March 2004
GESD Capital Partners 2000 - 2003
Coblentz, Patch, Duffy & Bass LLP 1994 - 2000
Broad, Schulz, Larson & Wineberg 1980 - 1994
Skills
Management, Leadership, PowerPoint, Outlook, Legal Writing, Concur, Recruiting, Finance, SharePoint, Microsoft Word, Mergers & Acquisitions, Microsoft Office, Microsoft Office 2003, Microsoft Excel, Adobe Acrobat, QuickBooks, Microsoft Office 2010, Office 2010, Windows 7, Goldmine, WinZip, Advent, Internet, Photoshop, SAP Netweaver
Education
Skyline College, San Bruno 1996 — 1998
Liberal Arts
Heald College-San Francisco
Certificate, Legal
Annie's, Inc. December 2013 - January 2015
Coca-Cola Refreshments July 2012 - December 2013
PMI Mortgage Insurance Co. January 2009 - July 2012
Kensington Investment Group March 2004 - November 2008
UFCW Trust Administration March 2003 - March 2004
GESD Capital Partners 2000 - 2003
Coblentz, Patch, Duffy & Bass LLP 1994 - 2000
Broad, Schulz, Larson & Wineberg 1980 - 1994
Skills
Management, Leadership, PowerPoint, Outlook, Legal Writing, Concur, Recruiting, Finance, SharePoint, Microsoft Word, Mergers & Acquisitions, Microsoft Office, Microsoft Office 2003, Microsoft Excel, Adobe Acrobat, QuickBooks, Microsoft Office 2010, Office 2010, Windows 7, Goldmine, WinZip, Advent, Internet, Photoshop, SAP Netweaver
Education
Skyline College, San Bruno 1996 — 1998
Liberal Arts
Heald College-San Francisco
Certificate, Legal
Chantel Garrett Chantel Garrett's Kensington Investment Group Experience February 2003 - April 2009
Job Founding Director, National Psychosis Prevention Council
Industry Nonprofit Organization Management
Experience
National Psychosis Prevention Council March 2014 - Present
Chantel Garrett Consulting July 2013 - Present
The Huffington Post January 2013 - Present
StillFlow Yoga February 2013 - Present
BlackRock April 2009 - April 2012
Kensington Investment Group February 2003 - April 2009
ATEL Capital Group 2000 - 2003
Skills
Marketing, Marketing Strategy, Strategy, Marketing Communications, Content Marketing, Content Strategy, Management, Copywriting, Leadership, Blogging, Social Media, Corporate Communications, Nonprofits, Financial Services, Business Development, Yoga, Non-profit Leadership, Alternative Investments, Asset Managment, Sales Process, Asset Management, ETFs, Mutual Funds, Non-profit Volunteering, Strategic Communications
Education
University of San Francisco
Bachelor of Science, Applied Economics
Pacific Conservatory of the Performing Arts
National Psychosis Prevention Council March 2014 - Present
Chantel Garrett Consulting July 2013 - Present
The Huffington Post January 2013 - Present
StillFlow Yoga February 2013 - Present
BlackRock April 2009 - April 2012
Kensington Investment Group February 2003 - April 2009
ATEL Capital Group 2000 - 2003
Skills
Marketing, Marketing Strategy, Strategy, Marketing Communications, Content Marketing, Content Strategy, Management, Copywriting, Leadership, Blogging, Social Media, Corporate Communications, Nonprofits, Financial Services, Business Development, Yoga, Non-profit Leadership, Alternative Investments, Asset Managment, Sales Process, Asset Management, ETFs, Mutual Funds, Non-profit Volunteering, Strategic Communications
Education
University of San Francisco
Bachelor of Science, Applied Economics
Pacific Conservatory of the Performing Arts
Craig Kirkpatrick Craig Kirkpatrick's Kensington Investment Group Experience August 1993 - May 2009
Job at Orinda Asset Management
Industry Financial Services
Experience
Orinda Asset Management July 2010 - Present
Forward Management June 2009 - November 2009
Kensington Investment Group August 1993 - May 2009
Liquidity Fund Investment Corporation 1985 - 1992
Education
University of California, Berkeley 1982 — 1984
Bachelor’s Degree, Finance, General
Orinda Asset Management July 2010 - Present
Forward Management June 2009 - November 2009
Kensington Investment Group August 1993 - May 2009
Liquidity Fund Investment Corporation 1985 - 1992
Education
University of California, Berkeley 1982 — 1984
Bachelor’s Degree, Finance, General
Sarah Whipps Kenda's Kensington Investment Group Experience October 2006 - June 2009
Job Regional Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners January 2015 - Present
Broadmark Asset Management July 2013 - January 2015
Forward June 2009 - May 2013
Kensington Investment Group October 2006 - June 2009
Federated Investors January 1999 - September 2006
Intertek Testing Services July 1994 - December 1998
Feinstein Partners July 1993 - July 1994
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Investments, Asset Managment, Fixed Income, Investment Management, Wealth Management, Equities, Series 24, Investment Strategies, Investment Advisory, Securities, Asset Management, Financial Services, Portfolio Management, ETFs, Separately Managed..., Asset Allocation, Retirement Planning, Financial Advisory, FINRA
Education
Bentley University 1990 — 1993
Bachelor of Science (B.S.), Business Communication
Athol High
Salient Partners January 2015 - Present
Broadmark Asset Management July 2013 - January 2015
Forward June 2009 - May 2013
Kensington Investment Group October 2006 - June 2009
Federated Investors January 1999 - September 2006
Intertek Testing Services July 1994 - December 1998
Feinstein Partners July 1993 - July 1994
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Investments, Asset Managment, Fixed Income, Investment Management, Wealth Management, Equities, Series 24, Investment Strategies, Investment Advisory, Securities, Asset Management, Financial Services, Portfolio Management, ETFs, Separately Managed..., Asset Allocation, Retirement Planning, Financial Advisory, FINRA
Education
Bentley University 1990 — 1993
Bachelor of Science (B.S.), Business Communication
Athol High
Elyse Sanchez's Kensington Investment Group Experience September 2005 - April 2008
Job Customer Service Representative at Farmers Insurance
Industry Insurance
Experience
Self employed December 2011 - Present
Farmers Insurance April 2008 - Present
Edward Jones January 2012 - December 2012
Gap Inc./Old Navy August 2011 - November 2011
Abercrombie & Fitch January 2008 - August 2010
Business Point Impressions January 2007 - December 2008
Kensington Investment Group September 2005 - April 2008
Bay Island Gymnastics May 2002 - September 2005
Education
California State University-East Bay 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business marketing/management
College of Alameda 2006 — 2008
Associate of Arts (AA)
Self employed December 2011 - Present
Farmers Insurance April 2008 - Present
Edward Jones January 2012 - December 2012
Gap Inc./Old Navy August 2011 - November 2011
Abercrombie & Fitch January 2008 - August 2010
Business Point Impressions January 2007 - December 2008
Kensington Investment Group September 2005 - April 2008
Bay Island Gymnastics May 2002 - September 2005
Education
California State University-East Bay 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business marketing/management
College of Alameda 2006 — 2008
Associate of Arts (AA)
Kelly (Wagner) Henry, CIMA®'s Kensington Investment Group Experience August 2005 - August 2008
Job Key Account Manager
Industry Financial Services
Experience
Salient + Forward June 2015 - Present
LinkedIn June 2014 - June 2015
Blackrock, iShares April 2011 - March 2014
Blackrock, iShares September 2008 - April 2011
Kensington Investment Group August 2005 - August 2008
Skills
Series 7, ETFs, Equities, Mutual Funds, Asset Management, Fixed Income, Investments, Asset Allocation, Investment Management, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS, Finance
Salient + Forward June 2015 - Present
LinkedIn June 2014 - June 2015
Blackrock, iShares April 2011 - March 2014
Blackrock, iShares September 2008 - April 2011
Kensington Investment Group August 2005 - August 2008
Skills
Series 7, ETFs, Equities, Mutual Funds, Asset Management, Fixed Income, Investments, Asset Allocation, Investment Management, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS, Finance
Suzanne Kim, CFA Suzanne Kim, CFA's Kensington Investment Group Experience October 2005 - October 2008
Job Manager, Investment Analysis
Industry Investment Management
Experience
New Forests December 2012 - Present
US Environmental Protection Agency (EPA) December 2013 - Present
Greenleaf Power November 2011 - November 2012
Credit Suisse January 2010 - November 2011
Kensington Investment Group October 2005 - October 2008
Skidmore Owings & Merrill 2002 - 2005
Harvard University Center for Urban Development Studies September 1997 - June 2001
Harvard University Joint Center for Housing Studies September 1996 - June 1998
Skills
Green Building, Investments, Financial Modeling, Decisiveness, Fixed Income, Real Estate, Equities, CMBS
Education
Dartmouth College
A.B., History with Honors
Harvard University Graduate School of Design
M.Arch, Master in Architecture
Harvard University Kennedy School of Government
MPP/UP, Dual Master in Public Policy & Urban Planning
New Forests December 2012 - Present
US Environmental Protection Agency (EPA) December 2013 - Present
Greenleaf Power November 2011 - November 2012
Credit Suisse January 2010 - November 2011
Kensington Investment Group October 2005 - October 2008
Skidmore Owings & Merrill 2002 - 2005
Harvard University Center for Urban Development Studies September 1997 - June 2001
Harvard University Joint Center for Housing Studies September 1996 - June 1998
Skills
Green Building, Investments, Financial Modeling, Decisiveness, Fixed Income, Real Estate, Equities, CMBS
Education
Dartmouth College
A.B., History with Honors
Harvard University Graduate School of Design
M.Arch, Master in Architecture
Harvard University Kennedy School of Government
MPP/UP, Dual Master in Public Policy & Urban Planning
Scott Goldsmith, CIPM Scott Goldsmith, CIPM's Kensington Investment Group Experience October 2007 - December 2007
Job Financial Technology Associate at Bingham, Osborn & Scarborough
Industry Investment Management
Experience
Bingham, Osborn & Scarborough April 2014 - Present
Bingham, Osborn & Scarborough July 2012 - April 2014
Bingham, Osborn & Scarborough March 2011 - July 2012
Mercer Advisors February 2008 - June 2010
Kensington Investment Group October 2007 - December 2007
Kensington Investment Group June 2006 - September 2006
CNC Partners LLC May 2001 - August 2003
Skills
Outlook, Excel, Word, Access, Bloomberg, Axys, Portfolio Management, Microsoft Excel, Microsoft Word, Analysis, Accounting, Investments, Mutual Funds, Investment Management, Financial Analysis, Wealth Management, Financial Services
Education
University of California, Santa Barbara 2003 — 2007
B.S., Financial Mathematics and Statistics
Bingham, Osborn & Scarborough April 2014 - Present
Bingham, Osborn & Scarborough July 2012 - April 2014
Bingham, Osborn & Scarborough March 2011 - July 2012
Mercer Advisors February 2008 - June 2010
Kensington Investment Group October 2007 - December 2007
Kensington Investment Group June 2006 - September 2006
CNC Partners LLC May 2001 - August 2003
Skills
Outlook, Excel, Word, Access, Bloomberg, Axys, Portfolio Management, Microsoft Excel, Microsoft Word, Analysis, Accounting, Investments, Mutual Funds, Investment Management, Financial Analysis, Wealth Management, Financial Services
Education
University of California, Santa Barbara 2003 — 2007
B.S., Financial Mathematics and Statistics
Brian Pawlowicz's Kensington Investment Group Experience 2002 - 2009
Job Managing Partner at Orinda Asset Management
Industry Investment Management
Experience
Orinda Asset Management July 2010 - Present
Altegris Investments September 2009 - May 2010
Kensington Investment Group 2002 - 2009
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Series 63, Asset Management, Portfolio Management, Investment Management, Hedge Funds, Investment Advisory, Financial Services, Investment Strategies
Education
University of Missouri-Columbia 1985 — 1989
BS, Marketing
Orinda Asset Management July 2010 - Present
Altegris Investments September 2009 - May 2010
Kensington Investment Group 2002 - 2009
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Series 63, Asset Management, Portfolio Management, Investment Management, Hedge Funds, Investment Advisory, Financial Services, Investment Strategies
Education
University of Missouri-Columbia 1985 — 1989
BS, Marketing
Sonia Portwood's Kensington Investment Group Experience 2002 - 2008
Job EVP, Director Sales and Marketing at Pacific Coast Bankers' Bank
Industry Financial Services
Experience
Pacific Coast Bankers' Bank February 2008 - Present
Kensington Investment Group 2002 - 2008
Financial Oxygen 2000 - 2002
BISYS Fund Services 1998 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Skills
Banking, Relationship Management
Education
Belhaven University 1989 — 1991
BS, Business
John F. Kennedy University
Masters, Professional Coaching
Pacific Coast Bankers' Bank February 2008 - Present
Kensington Investment Group 2002 - 2008
Financial Oxygen 2000 - 2002
BISYS Fund Services 1998 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Skills
Banking, Relationship Management
Education
Belhaven University 1989 — 1991
BS, Business
John F. Kennedy University
Masters, Professional Coaching
Ian Goltra's Kensington Investment Group Experience May 1998 - June 2009
Job Portfolio Manager at Forward Management
Industry Investment Management
Experience
Forward June 2009 - Present
Kensington Investment Group May 1998 - June 2009
Textainer Equipment Management October 1993 - May 1998
Meridian Point Properties, Inc. 1991 - 1993
Liquidity Fund 1987 - 1990
Skills
Alternative Investments, Asset Managment
Education
San Francisco State University, College of Business
Forward June 2009 - Present
Kensington Investment Group May 1998 - June 2009
Textainer Equipment Management October 1993 - May 1998
Meridian Point Properties, Inc. 1991 - 1993
Liquidity Fund 1987 - 1990
Skills
Alternative Investments, Asset Managment
Education
San Francisco State University, College of Business
David E. Reid's Kensington Investment Group Experience November 2004 - June 2009
Job Vice President, Regional Sales Director
Industry Financial Services
Experience
Forward 2004 - Present
Kensington Investment Group November 2004 - June 2009
Garvin GuyButler (now Icap) December 1985 - October 1999
Skills
Alternative Investments, Mutual Funds, Separately Managed..., Asset Allocation, Asset Management, Equities, Series 63, Sales, Wealth Management, Investment Strategies, Investments
Education
University of California, Santa Barbara 1980 — 1984
Bachelor of Arts, Economics, English
Forward 2004 - Present
Kensington Investment Group November 2004 - June 2009
Garvin GuyButler (now Icap) December 1985 - October 1999
Skills
Alternative Investments, Mutual Funds, Separately Managed..., Asset Allocation, Asset Management, Equities, Series 63, Sales, Wealth Management, Investment Strategies, Investments
Education
University of California, Santa Barbara 1980 — 1984
Bachelor of Arts, Economics, English
Spencer Bates-Cohen's Kensington Investment Group Experience 2008 - 2009
Job
Industry Management Consulting
Experience
Legion Corporation & Archway Property Services September 2009 - April 2014
Kensington Investment Group 2008 - 2009
Charles Schwab January 2006 - September 2008
Skills
Physical Security, Strategic Planning, Surveillance, Crisis Management, Customer Service, Emergency Management, Risk Assessment, Security Audits, Security Management, Risk Management, Private Investigations, Security Training, Leadership, Project Management, Military, Operations Management, Microsoft Office, Counterterrorism, Intelligence, Training, Security Operations, Team Building, Intelligence Analysis, Close Protection, Force Protection, Weapons, Army, Executive Protection, Personal Protection, Tactics, Corporate Security, Firearms, Asset Protection, Protection, Investigation, Maritime Security, Military Operations, Operational Planning, Command, Contingency Planning, Personal Security, Background Checks, Security+, Internal Investigations, Security Clearance, Security, Reconnaissance, Counterintelligence, Vulnerability Assessment, Enforcement
Education
Northern Arizona University
Small Business Administration, Entrepreneurial Studies
SUNY- Empire State
International, Law & Economics
Rio Salado College
Paralegal Studies
Legion Corporation & Archway Property Services September 2009 - April 2014
Kensington Investment Group 2008 - 2009
Charles Schwab January 2006 - September 2008
Skills
Physical Security, Strategic Planning, Surveillance, Crisis Management, Customer Service, Emergency Management, Risk Assessment, Security Audits, Security Management, Risk Management, Private Investigations, Security Training, Leadership, Project Management, Military, Operations Management, Microsoft Office, Counterterrorism, Intelligence, Training, Security Operations, Team Building, Intelligence Analysis, Close Protection, Force Protection, Weapons, Army, Executive Protection, Personal Protection, Tactics, Corporate Security, Firearms, Asset Protection, Protection, Investigation, Maritime Security, Military Operations, Operational Planning, Command, Contingency Planning, Personal Security, Background Checks, Security+, Internal Investigations, Security Clearance, Security, Reconnaissance, Counterintelligence, Vulnerability Assessment, Enforcement
Education
Northern Arizona University
Small Business Administration, Entrepreneurial Studies
SUNY- Empire State
International, Law & Economics
Rio Salado College
Paralegal Studies
Aaron Visse's Kensington Investment Group Experience June 2007 - June 2009
Job Portfolio Manager at Forward
Industry Financial Services
Experience
Forward June 2009 - Present
Kensington Investment Group June 2007 - June 2009
LPL 2000 - 2002
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Infrastructure, Alternative Investments, Investment Strategies, Equities, Asset Management, Equity Research, Investments, Bloomberg, International Research, Fixed Income, Asset Managment
Education
San Diego State University-California State University 1998 — 1999
MSBA, Finance
University of Colorado Boulder 1990 — 1994
BS, Business
Beaverton High School 1987 — 1990
HS diploma
Whitford
Forward June 2009 - Present
Kensington Investment Group June 2007 - June 2009
LPL 2000 - 2002
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Infrastructure, Alternative Investments, Investment Strategies, Equities, Asset Management, Equity Research, Investments, Bloomberg, International Research, Fixed Income, Asset Managment
Education
San Diego State University-California State University 1998 — 1999
MSBA, Finance
University of Colorado Boulder 1990 — 1994
BS, Business
Beaverton High School 1987 — 1990
HS diploma
Whitford
Lauren Kang's Kensington Investment Group Experience September 2005 - October 2008
Job AssetMark
Industry Financial Services
Experience
AssetMark March 2009 - Present
Kensington Investment Group September 2005 - October 2008
Education
Mount Holyoke College 1992 — 1996
BA, Economic, English Literature
AssetMark March 2009 - Present
Kensington Investment Group September 2005 - October 2008
Education
Mount Holyoke College 1992 — 1996
BA, Economic, English Literature
Cynthia Yee's Kensington Investment Group Experience July 1993 - June 2008
Job CFO at Orinda Asset Management
Industry Investment Management
Experience
Orinda Asset Management January 2011 - Present
Kensington Investment Group July 1993 - June 2008
Integrated Automation 1984 - 1988
Education
University of San Francisco 1984 — 1988
Bachelors Degree in Business, Accounting
Alameda High School
Orinda Asset Management January 2011 - Present
Kensington Investment Group July 1993 - June 2008
Integrated Automation 1984 - 1988
Education
University of San Francisco 1984 — 1988
Bachelors Degree in Business, Accounting
Alameda High School
Brendan Simon's Kensington Investment Group Experience November 2007 - November 2008
Job Account Executive at Salesforce
Industry Computer Software
Experience
Salesforce September 2015 - Present
Salesforce February 2014 - August 2015
Salesforce January 2012 - January 2014
HighMark Capital Management July 2009 - August 2011
Kensington Investment Group November 2007 - November 2008
AssetMark Investment Services October 2006 - September 2007
WM Financial Services July 2005 - September 2006
Skills
CRM, Investments, Mutual Funds, Salesforce.com, Asset Management, Business Development, SaaS, Securities, Capital Markets, Sales, Equities, Asset Allocation, Management, Wealth Management, Financial Services, Fixed Income, Strategy, Hedge Funds
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Business Economics; Minor in Sports Management
Salesforce September 2015 - Present
Salesforce February 2014 - August 2015
Salesforce January 2012 - January 2014
HighMark Capital Management July 2009 - August 2011
Kensington Investment Group November 2007 - November 2008
AssetMark Investment Services October 2006 - September 2007
WM Financial Services July 2005 - September 2006
Skills
CRM, Investments, Mutual Funds, Salesforce.com, Asset Management, Business Development, SaaS, Securities, Capital Markets, Sales, Equities, Asset Allocation, Management, Wealth Management, Financial Services, Fixed Income, Strategy, Hedge Funds
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Business Economics; Minor in Sports Management
Denise (Denise Lum) Lee's Kensington Investment Group Experience June 1998 - July 1999
Job Tax Analyst at Chevron
Industry Oil & Energy
Experience
Chevron December 2005 - Present
Mervyns January 2005 - December 2005
Accenture July 1999 - January 2005
Kensington Investment Group June 1998 - July 1999
Franchise Tax Board June 1990 - June 1998
Skills
Petroleum, Analysis, Microsoft Office, Microsoft Excel, Energy Industry, Project Management, Gas, Financial Modeling, Natural Gas, Upstream, Oil/Gas, Data Analysis, Energy, RIA CheckPoint, Management
Education
California State University-East Bay 1996 — 1998
Master’s Degree, Taxation
San Francisco State University 1985 — 1990
Bachelor’s Degree, Accounting and International Business
Chevron December 2005 - Present
Mervyns January 2005 - December 2005
Accenture July 1999 - January 2005
Kensington Investment Group June 1998 - July 1999
Franchise Tax Board June 1990 - June 1998
Skills
Petroleum, Analysis, Microsoft Office, Microsoft Excel, Energy Industry, Project Management, Gas, Financial Modeling, Natural Gas, Upstream, Oil/Gas, Data Analysis, Energy, RIA CheckPoint, Management
Education
California State University-East Bay 1996 — 1998
Master’s Degree, Taxation
San Francisco State University 1985 — 1990
Bachelor’s Degree, Accounting and International Business
Katie Goldsmith's Kensington Investment Group Experience July 2008 - August 2008
Job Manager, Digital Communications at Forward
Industry Marketing and Advertising
Experience
Forward October 2013 - Present
Forward April 2012 - October 2013
Forward October 2011 - April 2012
California Magazine September 2010 - March 2011
Greater Good Magazine February 2009 - May 2010
Greater Good February 2009 - May 2010
Kensington Investment Group July 2008 - August 2008
Skills
Public Speaking, Quantitative Analytics, Marketing Communications, Newsletters, Advertising, Social Media, Investments, Press Releases, Research, Blogging, Event Planning, Writing, Marketing, WordPress
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Mass Communications, Sociology
Forward October 2013 - Present
Forward April 2012 - October 2013
Forward October 2011 - April 2012
California Magazine September 2010 - March 2011
Greater Good Magazine February 2009 - May 2010
Greater Good February 2009 - May 2010
Kensington Investment Group July 2008 - August 2008
Skills
Public Speaking, Quantitative Analytics, Marketing Communications, Newsletters, Advertising, Social Media, Investments, Press Releases, Research, Blogging, Event Planning, Writing, Marketing, WordPress
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Mass Communications, Sociology
Brenda G. Munoz's Kensington Investment Group Experience August 2001 - May 2004
Job Financial Analyst at The Permanente Medical Group
Industry Real Estate
Experience
The Permanente Medical Group, Inc. February 2011 - Present
ZipRealty, Inc. September 2004 - February 2010
KENSINGTON INVESTMENT GROUP August 2001 - May 2004
THARCO September 2000 - June 2001
THARCO July 1993 - September 2000
POLARIS AIRCRAFT LEASING CORPORATION May 1990 - January 1993
POLARIS AIRCRAFT LEASING CORPORATION November 1987 - April 1990
Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, General Ledger, Accounting, Journal Entries, Accruals, Financial Statements, Fixed Assets, Bank Reconciliation, Analysis, Internal Audit
Education
California State University-Hayward - School of Business and Economics 1981 — 1985
Bachelors, Finance
The Permanente Medical Group, Inc. February 2011 - Present
ZipRealty, Inc. September 2004 - February 2010
KENSINGTON INVESTMENT GROUP August 2001 - May 2004
THARCO September 2000 - June 2001
THARCO July 1993 - September 2000
POLARIS AIRCRAFT LEASING CORPORATION May 1990 - January 1993
POLARIS AIRCRAFT LEASING CORPORATION November 1987 - April 1990
Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, General Ledger, Accounting, Journal Entries, Accruals, Financial Statements, Fixed Assets, Bank Reconciliation, Analysis, Internal Audit
Education
California State University-Hayward - School of Business and Economics 1981 — 1985
Bachelors, Finance
Cynthia Goldsmith's Kensington Investment Group Experience August 1998 - June 2009
Job Controller at Asymmetry Capital Management
Industry Financial Services
Experience
Asymmetry Capital Management September 2015 - Present
Forward July 2009 - August 2015
Kensington Investment Group August 1998 - June 2009
Education
UC Berkeley
Bachelor of Science (BS), Accounting
Asymmetry Capital Management September 2015 - Present
Forward July 2009 - August 2015
Kensington Investment Group August 1998 - June 2009
Education
UC Berkeley
Bachelor of Science (BS), Accounting