Litman/Gregory Company
Industry: Company
DescriptionFounded: 1987 Parent organization: Litman Gregory Capital Partners, LLC Subsidiary: Litman Gregory Research, Inc.
Litman/Gregory List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Litman/Gregory. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Litman/Gregory Employees
Employee
Years
Job
Industry
Nevin Natividad Nevin Natividad's Litman/Gregory Experience December 2010 - September 2011
Job Piping Designer at Jacobs
Industry Civil Engineering
Experience
Jacobs November 2014 - Present
NBA Engineering April 2014 - October 2014
Jacobs January 2013 - April 2014
HRV Conformance Verification Associates, Inc. July 2012 - December 2012
UCPRC October 2011 - June 2012
Caltrans July 2011 - September 2011
Litman/Gregory December 2010 - September 2011
City of Pittsburg June 2009 - July 2009
Skills
AutoCAD, Construction, Civil Engineering, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Data Entry, Matlab, Outlook, Heavy Equipment, ArcGIS, PowerPoint, MS Project, GIS, AASHTO, ASTM standards, CAD, Filing, Customer Service, Procurement, Software, ArcView, Total Station, Engineers, Water, CTM, Materials, Construction Management, Contract Management, Profilometer, PCI Standards, Data Analysis, Project Control, Project Coordination, Pavement Engineering, CADWorx Plant, CADWorx, LFM Server, Prolog, Prolog Converge
Education
University of California, Davis 2006 — 2010
B.S., Civil Engineering
Jacobs November 2014 - Present
NBA Engineering April 2014 - October 2014
Jacobs January 2013 - April 2014
HRV Conformance Verification Associates, Inc. July 2012 - December 2012
UCPRC October 2011 - June 2012
Caltrans July 2011 - September 2011
Litman/Gregory December 2010 - September 2011
City of Pittsburg June 2009 - July 2009
Skills
AutoCAD, Construction, Civil Engineering, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Data Entry, Matlab, Outlook, Heavy Equipment, ArcGIS, PowerPoint, MS Project, GIS, AASHTO, ASTM standards, CAD, Filing, Customer Service, Procurement, Software, ArcView, Total Station, Engineers, Water, CTM, Materials, Construction Management, Contract Management, Profilometer, PCI Standards, Data Analysis, Project Control, Project Coordination, Pavement Engineering, CADWorx Plant, CADWorx, LFM Server, Prolog, Prolog Converge
Education
University of California, Davis 2006 — 2010
B.S., Civil Engineering
Gina V. Bondanza's Litman/Gregory Experience January 2011 - May 2011
Job Moss Adams LLP (Ranked #33 Best Places to Work)
Industry Accounting
Experience
Broadmoor Capital Corporation May 2015 - Present
Moss Adams LLP (Ranked #33 Best Places to Work) April 2015 - Present
Bradley Real Estate (Ranked #3 Best Places to Work) January 2015 - May 2015
The Alexander Group January 2015 - February 2015
Russell Reynolds Associates November 2014 - December 2014
Scatec Solar July 2014 - October 2014
DZH Phillips LLP January 2014 - April 2014
Technology Partners Venture Capital Firm December 2013 - January 2014
Pacific Pulmonary Services May 2011 - September 2013
Litman/Gregory January 2011 - May 2011
Skills
Process Improvement, Strategic Planning, PowerPoint, Project Management, Outlook, Training, Financial Analysis, Software Documentation, Healthcare, Time Management, Human Resources, Microsoft Excel, Access, Team Building, Management, Leadership, Employee Training, Team Leadership, Program Management, Account Management, Budgets, Accounting, Analysis
Education
Santa Rosa Junior College 2010 — 2012
Real Estate License, Real Estate, 3.5
College of Marin 1984 — 1986
Certficate, Business/Office Automation/Technology/Data Entry
Broadmoor Capital Corporation May 2015 - Present
Moss Adams LLP (Ranked #33 Best Places to Work) April 2015 - Present
Bradley Real Estate (Ranked #3 Best Places to Work) January 2015 - May 2015
The Alexander Group January 2015 - February 2015
Russell Reynolds Associates November 2014 - December 2014
Scatec Solar July 2014 - October 2014
DZH Phillips LLP January 2014 - April 2014
Technology Partners Venture Capital Firm December 2013 - January 2014
Pacific Pulmonary Services May 2011 - September 2013
Litman/Gregory January 2011 - May 2011
Skills
Process Improvement, Strategic Planning, PowerPoint, Project Management, Outlook, Training, Financial Analysis, Software Documentation, Healthcare, Time Management, Human Resources, Microsoft Excel, Access, Team Building, Management, Leadership, Employee Training, Team Leadership, Program Management, Account Management, Budgets, Accounting, Analysis
Education
Santa Rosa Junior College 2010 — 2012
Real Estate License, Real Estate, 3.5
College of Marin 1984 — 1986
Certficate, Business/Office Automation/Technology/Data Entry
Melissa Wedel, CFA Melissa Wedel, CFA's Litman/Gregory Experience January 2006 - January 2007
Job Research Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan October 2012 - Present
Litman Gregory Asset Management September 2006 - September 2012
Litman/Gregory January 2006 - January 2007
Litman/Gregory October 2002 - December 2005
AssetMark Investment Services July 2002 - October 2002
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Asset Managment, Bloomberg, Alternative Investments, Equity Research, Valuation, Asset Management, Investment Management, Wealth Management, Equities, Hedge Funds
Education
University of Miami
B.B.A., Economics
J.P. Morgan October 2012 - Present
Litman Gregory Asset Management September 2006 - September 2012
Litman/Gregory January 2006 - January 2007
Litman/Gregory October 2002 - December 2005
AssetMark Investment Services July 2002 - October 2002
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Asset Managment, Bloomberg, Alternative Investments, Equity Research, Valuation, Asset Management, Investment Management, Wealth Management, Equities, Hedge Funds
Education
University of Miami
B.B.A., Economics
Tami Risoen, CTB Tami Risoen, CTB's Litman/Gregory Experience October 1991 - August 1995
Job Human Resources / Marketing Manager at C. L. Services, Inc.
Industry Transportation/Trucking/Railroad
Experience
C. L. Services, Inc. June 2007 - Present
Katie's September 2006 - June 2007
AOL August 2001 - February 2006
Litman/Gregory October 1991 - August 1995
Skills
Operations Management, Logistics, Supply Chain, Transportation, Management, Strategic Planning, Supply Chain Management, Recruiting, Start-ups, Process Improvement, Contract Negotiation, Team Building, Negotiation, Change Management, Marketing, Training, Inventory Management, Customer Service, New Business Development, SEO, Account Management, Budgets, Team Leadership, Leadership, Project Planning, Coaching, Cross-functional Team..., Sales, Marketing Strategy, Customer Satisfaction, Logistics Management, Sales Operations, 3PL, Transportation..., Employee Relations, LTL, Income Statement, Sales Management, Truckload, Strategy, Human Resources, Organizational..., P&L Management, Time Management, Trucking, Performance Management, Pricing, Hiring, Leadership Development, Purchasing
Education
Diablo Valley College 1981 — 1988
General Education
C. L. Services, Inc. June 2007 - Present
Katie's September 2006 - June 2007
AOL August 2001 - February 2006
Litman/Gregory October 1991 - August 1995
Skills
Operations Management, Logistics, Supply Chain, Transportation, Management, Strategic Planning, Supply Chain Management, Recruiting, Start-ups, Process Improvement, Contract Negotiation, Team Building, Negotiation, Change Management, Marketing, Training, Inventory Management, Customer Service, New Business Development, SEO, Account Management, Budgets, Team Leadership, Leadership, Project Planning, Coaching, Cross-functional Team..., Sales, Marketing Strategy, Customer Satisfaction, Logistics Management, Sales Operations, 3PL, Transportation..., Employee Relations, LTL, Income Statement, Sales Management, Truckload, Strategy, Human Resources, Organizational..., P&L Management, Time Management, Trucking, Performance Management, Pricing, Hiring, Leadership Development, Purchasing
Education
Diablo Valley College 1981 — 1988
General Education
Cara Feletar's Litman/Gregory Experience May 2010 - January 2011
Job Personal Recovery Coach, RAS, CAS
Industry Mental Health Care
Experience
Shine A Light Sober Services July 2011 - Present
The Vine Detox Center May 2011 - August 2011
Litman/Gregory May 2010 - January 2011
Skills
Psychotherapy, Motivational..., Public Speaking, Case Managment, Group Therapy, Outlook, Behavioral Health, Case Management, Community Outreach, Crisis Intervention, Family Therapy, Mental Health, Mental Health Counseling, Psychology, Social Services, Treatment
Education
CAAR Institute 2011 — 2012
CAS, Addiction Counseling/Therapy
University of Phoenix 2006 — 2009
Business Management
Shine A Light Sober Services July 2011 - Present
The Vine Detox Center May 2011 - August 2011
Litman/Gregory May 2010 - January 2011
Skills
Psychotherapy, Motivational..., Public Speaking, Case Managment, Group Therapy, Outlook, Behavioral Health, Case Management, Community Outreach, Crisis Intervention, Family Therapy, Mental Health, Mental Health Counseling, Psychology, Social Services, Treatment
Education
CAAR Institute 2011 — 2012
CAS, Addiction Counseling/Therapy
University of Phoenix 2006 — 2009
Business Management
Jeffrey Pasquini's Litman/Gregory Experience September 2010 - November 2011
Job Director of Operations at Apex Capital, LLC
Industry Financial Services
Experience
Apex Capital, LLC June 2011 - Present
Litman/Gregory September 2010 - November 2011
Sterling Johnston Capital Mgmt, LP. 2003 - September 2010
McMorgan and Company 2000 - 2003
Education
Sonoma State University 1997 — 2000
Apex Capital, LLC June 2011 - Present
Litman/Gregory September 2010 - November 2011
Sterling Johnston Capital Mgmt, LP. 2003 - September 2010
McMorgan and Company 2000 - 2003
Education
Sonoma State University 1997 — 2000
Judy Davies Gregory's Litman/Gregory Experience September 2009 - July 2012
Job Wealth Management Portfolio Administrator at Denver Investments
Industry Financial Services
Experience
Denver Investments August 2012 - Present
Litman/Gregory September 2009 - July 2012
Great Lakes Advisors November 2005 - December 2008
Skills
Bloomberg, Portfolio Management, Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Alternative Investments, Fixed Income
Education
University of Colorado Boulder 2001 — 2005
Business
Denver Investments August 2012 - Present
Litman/Gregory September 2009 - July 2012
Great Lakes Advisors November 2005 - December 2008
Skills
Bloomberg, Portfolio Management, Wealth Management, Investments, Asset Management, Equities, Mutual Funds, Alternative Investments, Fixed Income
Education
University of Colorado Boulder 2001 — 2005
Business
Renee Chavez Paisley's Litman/Gregory Experience October 2011 - Present
Job Accounting at Litman/Gregory
Industry Financial Services
Experience
Litman/Gregory October 2011 - Present
American AgCredit July 2010 - August 2011
CB Richard Ellis April 2009 - June 2010
County of Marin January 2009 - March 2009
Babcock & Brown January 2007 - September 2008
GATX January 2000 - December 2006
GATX September 1998 - December 1999
Rockwood Capital May 1997 - August 1998
USL Capital September 1988 - November 1996
Skills
Accounting, Financial Reporting, Finance, Contract Negotiation, Budgets, Management, Auditing, Leadership, Forecasting, Variance Analysis, Loans, Process Improvement, Financial Analysis, Invoicing, Account Reconciliation, Risk Management, Portfolio Management, General Ledger, Analysis, Financial Statements, Mergers, Due Diligence, Real Estate, Financial Services, Strategic Planning, Banking, Mergers & Acquisitions, Debt Management, Business Planning, Data Analysis, Customer Service, Investments, Financial Modeling, Asset Management, Valuation, Strategic Financial..., Corporate Finance
Education
Universidad de Lima 1973 — 1979
BS Accounting, Accounting
Litman/Gregory October 2011 - Present
American AgCredit July 2010 - August 2011
CB Richard Ellis April 2009 - June 2010
County of Marin January 2009 - March 2009
Babcock & Brown January 2007 - September 2008
GATX January 2000 - December 2006
GATX September 1998 - December 1999
Rockwood Capital May 1997 - August 1998
USL Capital September 1988 - November 1996
Skills
Accounting, Financial Reporting, Finance, Contract Negotiation, Budgets, Management, Auditing, Leadership, Forecasting, Variance Analysis, Loans, Process Improvement, Financial Analysis, Invoicing, Account Reconciliation, Risk Management, Portfolio Management, General Ledger, Analysis, Financial Statements, Mergers, Due Diligence, Real Estate, Financial Services, Strategic Planning, Banking, Mergers & Acquisitions, Debt Management, Business Planning, Data Analysis, Customer Service, Investments, Financial Modeling, Asset Management, Valuation, Strategic Financial..., Corporate Finance
Education
Universidad de Lima 1973 — 1979
BS Accounting, Accounting
Baie Netzer, CFA, CFP's Litman/Gregory Experience January 2005 - October 2010
Job Investment Strategy Specialist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo July 2014 - Present
HighMark Capital Management (Union Bank) October 2010 - July 2014
Litman/Gregory January 2005 - October 2010
Intuit December 1999 - December 2004
Robert Bosch Foundation July 1993 - July 1999
Money Magazine August 1989 - June 1993
Goldman Sachs July 1987 - June 1989
Skills
Alternative Investments, Portfolio Management, Manager Research, Investments, Research, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Writing
Education
Stanford University 1983 — 1987
B.A. with Honors, International Relations
Wells Fargo July 2014 - Present
HighMark Capital Management (Union Bank) October 2010 - July 2014
Litman/Gregory January 2005 - October 2010
Intuit December 1999 - December 2004
Robert Bosch Foundation July 1993 - July 1999
Money Magazine August 1989 - June 1993
Goldman Sachs July 1987 - June 1989
Skills
Alternative Investments, Portfolio Management, Manager Research, Investments, Research, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Writing
Education
Stanford University 1983 — 1987
B.A. with Honors, International Relations
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY