LM Capital Group, LLC.
Industry: Company
DescriptionHeadquarters: California Founded: 1989 Subsidiaries: LM Capital Management Pension Plan,
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LM Capital Group, LLC. Employees
Employee
Years
Job
Industry
Emily Montgomery Emily Montgomery's LM Capital Group, LLC. Experience July 2009 - January 2010
Job Acute Care Area Manager
Industry Medical Devices
Experience
DeRoyal August 2012 - Present
Orthofix January 2010 - August 2012
LM Capital Group, LLC. July 2009 - January 2010
Skills
Medical Devices, Orthopedic, Product Launch, Account Management, Spine, Marketing Strategy, Marketing, Sales, Sales Process, Direct Sales, Territory Management
Education
Clemson University 2003 — 2007
Bachelor of Science (B.S.), Sport Management, Communication Studies
DeRoyal August 2012 - Present
Orthofix January 2010 - August 2012
LM Capital Group, LLC. July 2009 - January 2010
Skills
Medical Devices, Orthopedic, Product Launch, Account Management, Spine, Marketing Strategy, Marketing, Sales, Sales Process, Direct Sales, Territory Management
Education
Clemson University 2003 — 2007
Bachelor of Science (B.S.), Sport Management, Communication Studies
Erica McKenna Erica McKenna's LM Capital Group, LLC. Experience March 2013 - Present
Job Vice President, Business Development at LM Capital Group, LLC.
Industry Financial Services
Experience
LM Capital Group, LLC. March 2013 - Present
Allianz Global Investors Capital December 2006 - March 2013
Capital Guardian Trust Company August 2004 - December 2006
Capital Guardian Trust Company August 2002 - August 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Budgets, Editing, RFP Management, Research, Marketing Communications, Marketing, Marketing Strategy, Market Research, Asset Allocation, Fixed Income, Equities, Investments, Databases, Data Analysis, Investment Management, Portfolio Management, Series 7, Hedge Funds, Mutual Funds, Asset Management
Education
Monmouth University 1996 — 1998
Master of Arts (M.A.), Elementary Education and Teaching
Salisbury University 1990 — 1994
Bachelor of Arts (B.A.), Communications
LM Capital Group, LLC. March 2013 - Present
Allianz Global Investors Capital December 2006 - March 2013
Capital Guardian Trust Company August 2004 - December 2006
Capital Guardian Trust Company August 2002 - August 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Budgets, Editing, RFP Management, Research, Marketing Communications, Marketing, Marketing Strategy, Market Research, Asset Allocation, Fixed Income, Equities, Investments, Databases, Data Analysis, Investment Management, Portfolio Management, Series 7, Hedge Funds, Mutual Funds, Asset Management
Education
Monmouth University 1996 — 1998
Master of Arts (M.A.), Elementary Education and Teaching
Salisbury University 1990 — 1994
Bachelor of Arts (B.A.), Communications
Colby Young Colby Young's LM Capital Group, LLC. Experience August 2011 - December 2011
Job Acquisitions and Development at Sunroad Enterprises
Industry Real Estate
Experience
Sunroad Enterprises June 2015 - Present
Pacifica Companies April 2012 - June 2015
City of National City July 2007 - April 2012
LM Capital Group, LLC. August 2011 - December 2011
National City Community Development Commission January 2007 - June 2007
City of Poway December 2005 - January 2007
Skills
Real Estate Development, Real Estate Investment, Marketing Strategy, GIS, Creative Problem Solving, Redevelopment, Economic Development, Business Plan..., Asset Management, Contract Negotiation, Investment Banking, Entitlements, Securitization, Financial Analysis, Financial Modeling, Business Planning, Marketing, Strategic Planning, Negotiation, Property Management, Mergers & Acquisitions, Budgets, Acquisitions, Contract Management, Investments, Analytics, Commercial Real Estate, Forecasting, Investment Properties, Disposition, Management, Market Analysis, Due Diligence, Location Intelligence, Finance, Asset Managment, Entrepreneurship, Feasibility Studies, Land Acquisition, Real Estate Economics, Program Management, Real Estate, Project Management, Leases, MS Project, Real Estate Transactions, Market Research, Microsoft Office, Land Development, Real Estate Financing
Education
University of San Diego 2009 — 2011
Master of Business Administration (MBA), Finance, Real Estate
San Diego State University-California State University 2002 — 2007
Bachelor of Arts, Public Administration, Urban Planning
Sunroad Enterprises June 2015 - Present
Pacifica Companies April 2012 - June 2015
City of National City July 2007 - April 2012
LM Capital Group, LLC. August 2011 - December 2011
National City Community Development Commission January 2007 - June 2007
City of Poway December 2005 - January 2007
Skills
Real Estate Development, Real Estate Investment, Marketing Strategy, GIS, Creative Problem Solving, Redevelopment, Economic Development, Business Plan..., Asset Management, Contract Negotiation, Investment Banking, Entitlements, Securitization, Financial Analysis, Financial Modeling, Business Planning, Marketing, Strategic Planning, Negotiation, Property Management, Mergers & Acquisitions, Budgets, Acquisitions, Contract Management, Investments, Analytics, Commercial Real Estate, Forecasting, Investment Properties, Disposition, Management, Market Analysis, Due Diligence, Location Intelligence, Finance, Asset Managment, Entrepreneurship, Feasibility Studies, Land Acquisition, Real Estate Economics, Program Management, Real Estate, Project Management, Leases, MS Project, Real Estate Transactions, Market Research, Microsoft Office, Land Development, Real Estate Financing
Education
University of San Diego 2009 — 2011
Master of Business Administration (MBA), Finance, Real Estate
San Diego State University-California State University 2002 — 2007
Bachelor of Arts, Public Administration, Urban Planning
Renee Thompson Renee Thompson's LM Capital Group, LLC. Experience March 2010 - June 2012
Job Project Supervisor at Avidex
Industry Information Technology and Services
Experience
Avidex August 2015 - Present
ELECTROBOARD Solutions September 2014 - July 2015
Lions, Tigers & Bears January 2013 - April 2013
LM Capital Group, LLC. March 2010 - June 2012
Barclays Capital September 2008 - January 2009
Lehman Brothers October 2006 - September 2008
RR Donnelly/OfficeTiger October 2002 - October 2006
Verizon Wireless January 2001 - June 2002
Sprint February 1996 - September 2000
Skills
Training, CRM, Project Management, Data Analysis, Management, Team Building, Analysis, Vendor Management, Process Improvement, Operations Management, Leadership, Offshoring, Change Management, Strategic Planning, Marketing, Business Development, Sales, Account Management, Team Management, Performance Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Facebook
Education
State University of New York Empire State College
A.S., Business Management
State University of New York Empire State College
B.A., Arts Management
Avidex August 2015 - Present
ELECTROBOARD Solutions September 2014 - July 2015
Lions, Tigers & Bears January 2013 - April 2013
LM Capital Group, LLC. March 2010 - June 2012
Barclays Capital September 2008 - January 2009
Lehman Brothers October 2006 - September 2008
RR Donnelly/OfficeTiger October 2002 - October 2006
Verizon Wireless January 2001 - June 2002
Sprint February 1996 - September 2000
Skills
Training, CRM, Project Management, Data Analysis, Management, Team Building, Analysis, Vendor Management, Process Improvement, Operations Management, Leadership, Offshoring, Change Management, Strategic Planning, Marketing, Business Development, Sales, Account Management, Team Management, Performance Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Facebook
Education
State University of New York Empire State College
A.S., Business Management
State University of New York Empire State College
B.A., Arts Management
Ezra Betech Ezra Betech's LM Capital Group, LLC. Experience July 2015 - Present
Job Vice President Operations at LM Capital Group, LLC.
Industry Financial Services
Experience
LM Capital Group, LLC. July 2015 - Present
LM Capital Group, LLC. March 2014 - Present
LM Capital Group, LLC. March 2012 - March 2014
Sempra Energy August 2011 - February 2012
GreenEvolved October 2009 - August 2011
Skills
Portfolio Management, Account Management, Project Management, Process Improvement, Microsoft Office, Spanish
Education
San Diego State University-California State University 2004 — 2009
Bachelor's Degree, International Security & Conflict Resolution
Universidad de Belgrano 2008 — 2008
LM Capital Group, LLC. July 2015 - Present
LM Capital Group, LLC. March 2014 - Present
LM Capital Group, LLC. March 2012 - March 2014
Sempra Energy August 2011 - February 2012
GreenEvolved October 2009 - August 2011
Skills
Portfolio Management, Account Management, Project Management, Process Improvement, Microsoft Office, Spanish
Education
San Diego State University-California State University 2004 — 2009
Bachelor's Degree, International Security & Conflict Resolution
Universidad de Belgrano 2008 — 2008
Eric Held MBA / MSRE Eric Held MBA / MSRE's LM Capital Group, LLC. Experience June 2012 - January 2013
Job Capital Markets Analyst at Coldwell Banker Commercial Alliance
Industry Real Estate
Experience
Coldwell Banker Commercial Alliance June 2015 - Present
Held Properties August 2007 - Present
Pierce Education Properties July 2014 - January 2015
LM Capital Group, LLC. June 2012 - January 2013
University of San Diego August 2010 - January 2013
Rock Ridge Investment Group June 2008 - June 2009
NAI Capital 2006 - 2007
Skills
Real Estate Development, Real Estate, Real Estate Economics, Property Management, Real Estate Transactions, Negotiation, Acquisitions, Real Estate Finance, Investment Properties, Green Building, Entitlements, Brokerage, Asset Management, Real Estate Investment, Excel, Management Consulting, International Business, Apartments, Mixed-use, Commercial Real Estate, High Rise, Proformas, Creative Problem Solving, Real Estate Operations, Strategy Development, Strategic Thinking, Social Networking, Strategy, Feasibility Studies, Market Analysis, Disposition, Real Estate Financing, Mergers & Acquisitions, Financial Analysis, Finance, Property, Location Intelligence, Corporate Real Estate, MBA, Dual Master's Degree, Due Diligence, Strategic Planning, Leadership, Investments, Microsoft Excel, Financial Modeling, Valuation, Leases, Land Acquisition, Management
Education
University of San Diego 2010 — 2013
IMBA/MSRE, International Business with an emphasis in Real Estate, 3.7
Loyola Marymount University 2003 — 2006
BA, Political Science with a minor in Business
Coldwell Banker Commercial Alliance June 2015 - Present
Held Properties August 2007 - Present
Pierce Education Properties July 2014 - January 2015
LM Capital Group, LLC. June 2012 - January 2013
University of San Diego August 2010 - January 2013
Rock Ridge Investment Group June 2008 - June 2009
NAI Capital 2006 - 2007
Skills
Real Estate Development, Real Estate, Real Estate Economics, Property Management, Real Estate Transactions, Negotiation, Acquisitions, Real Estate Finance, Investment Properties, Green Building, Entitlements, Brokerage, Asset Management, Real Estate Investment, Excel, Management Consulting, International Business, Apartments, Mixed-use, Commercial Real Estate, High Rise, Proformas, Creative Problem Solving, Real Estate Operations, Strategy Development, Strategic Thinking, Social Networking, Strategy, Feasibility Studies, Market Analysis, Disposition, Real Estate Financing, Mergers & Acquisitions, Financial Analysis, Finance, Property, Location Intelligence, Corporate Real Estate, MBA, Dual Master's Degree, Due Diligence, Strategic Planning, Leadership, Investments, Microsoft Excel, Financial Modeling, Valuation, Leases, Land Acquisition, Management
Education
University of San Diego 2010 — 2013
IMBA/MSRE, International Business with an emphasis in Real Estate, 3.7
Loyola Marymount University 2003 — 2006
BA, Political Science with a minor in Business
Michael Chalker, MBA's LM Capital Group, LLC. Experience 2014 - Present
Job AVP Research at LM Capital Group, LLC.
Industry Financial Services
Experience
LM Capital Group, LLC. 2014 - Present
Altegris Investments 2012 - 2014
MJE Marketing Services 2007 - 2012
Skills
Management, Business Strategy, Investments, Portfolio Management, Finance, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Private Equity, Asset Management, Equities
Education
University of San Diego School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
Southern Methodist University 2003 — 2007
Bachelor of Arts (BA)
LEAD San Diego 2010 — 2011
IMPACT Class of 2011
Francis W. Parker School 1999 — 2003
LM Capital Group, LLC. 2014 - Present
Altegris Investments 2012 - 2014
MJE Marketing Services 2007 - 2012
Skills
Management, Business Strategy, Investments, Portfolio Management, Finance, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Private Equity, Asset Management, Equities
Education
University of San Diego School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
Southern Methodist University 2003 — 2007
Bachelor of Arts (BA)
LEAD San Diego 2010 — 2011
IMPACT Class of 2011
Francis W. Parker School 1999 — 2003
John Klinger, CFA's LM Capital Group, LLC. Experience June 2006 - Present
Job VP Research at LM Capital Group, LLC.
Industry Financial Services
Experience
LM Capital Group, LLC. June 2006 - Present
LPL Financial Services 2003 - 2006
Skills
Equities, Fixed Income, Investments, Portfolio Management, Hedge Funds, Asset Management
Education
Trinity College-Hartford 1998 — 2002
LM Capital Group, LLC. June 2006 - Present
LPL Financial Services 2003 - 2006
Skills
Equities, Fixed Income, Investments, Portfolio Management, Hedge Funds, Asset Management
Education
Trinity College-Hartford 1998 — 2002
Jennifer Sturak's LM Capital Group, LLC. Experience February 2015 - Present
Job Vice President, Wealth Management Advisor, Private Bank
Industry Investment Management
Experience
Fifth Third Bank August 2015 - Present
LM Capital Group, LLC. February 2015 - Present
LM Capital Group, LLC January 2010 - February 2015
Christopher Weil & Company 2004 - 2009
Christopher Weil & Company 1996 - 2004
Skills
Portfolio Management, Investment Portfolio, Financial Analysis, Superior Client Service, RFP Generation, Operational Due..., Equity Trading, Investment Management, Fixed Income Analysis, Private Equity, Portfolio Optimization, Model Portfolios, Institutional Investors, High Net Worth..., Hedge Funds, Investments, Alternative Investments, Client Services, Institutional..., Asset Management, Equities, Securities, Fixed Income, Finance, Asset Allocation, Trading, Investment Strategies, Financial Modeling, Bloomberg
Education
San Diego State University-California State University 1999 — 2001
Master of Science in Business Administration, Finance
The College of Wooster 1991 — 1995
BA, Business Economics
Fifth Third Bank August 2015 - Present
LM Capital Group, LLC. February 2015 - Present
LM Capital Group, LLC January 2010 - February 2015
Christopher Weil & Company 2004 - 2009
Christopher Weil & Company 1996 - 2004
Skills
Portfolio Management, Investment Portfolio, Financial Analysis, Superior Client Service, RFP Generation, Operational Due..., Equity Trading, Investment Management, Fixed Income Analysis, Private Equity, Portfolio Optimization, Model Portfolios, Institutional Investors, High Net Worth..., Hedge Funds, Investments, Alternative Investments, Client Services, Institutional..., Asset Management, Equities, Securities, Fixed Income, Finance, Asset Allocation, Trading, Investment Strategies, Financial Modeling, Bloomberg
Education
San Diego State University-California State University 1999 — 2001
Master of Science in Business Administration, Finance
The College of Wooster 1991 — 1995
BA, Business Economics
Brenda Alfaro's LM Capital Group, LLC. Experience January 2014 - Present
Job Vice President Business Development at LM Capital Group, LLC.
Industry Financial Services
Experience
LM Capital Group, LLC. January 2014 - Present
Hansberger Global Investors June 2010 - December 2013
Paradigm Asset Management December 2005 - March 2010
Skills
Developing New Markets, New Business Development, New Business Generation, Investments, Strategic Planning, Marketing Management, Market Research, Asset Allocation, Defined Benefit, Defined Contribution, Institutional Investors, Investment Management, Investment Strategies, Mutual Funds, Equities, Institutional...
Education
Case Western Reserve University
Master's Degree
Florida International University
Bachelor's Degree
LM Capital Group, LLC. January 2014 - Present
Hansberger Global Investors June 2010 - December 2013
Paradigm Asset Management December 2005 - March 2010
Skills
Developing New Markets, New Business Development, New Business Generation, Investments, Strategic Planning, Marketing Management, Market Research, Asset Allocation, Defined Benefit, Defined Contribution, Institutional Investors, Investment Management, Investment Strategies, Mutual Funds, Equities, Institutional...
Education
Case Western Reserve University
Master's Degree
Florida International University
Bachelor's Degree
Christie Sutton's LM Capital Group, LLC. Experience June 2008 - September 2008
Job Product Merchandising Manager at Apple Retail
Industry Consumer Electronics
Experience
Apple June 2015 - Present
Apple June 2014 - August 2014
Triage Consulting Group June 2011 - May 2013
Triage Consulting Group September 2009 - June 2011
LM Capital Group, LLC. June 2008 - September 2008
Skills
Data Analysis, Financial Analysis, Healthcare, Contract Negotiation, Negotiation, Management, Strategic Planning, Cross-functional Team..., Microsoft Excel, Healthcare Consulting, Management Consulting, Project Management, Market Research, Financial Modeling, Strategy
Education
London Business School 2015 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2009
BA. Economics
Apple June 2015 - Present
Apple June 2014 - August 2014
Triage Consulting Group June 2011 - May 2013
Triage Consulting Group September 2009 - June 2011
LM Capital Group, LLC. June 2008 - September 2008
Skills
Data Analysis, Financial Analysis, Healthcare, Contract Negotiation, Negotiation, Management, Strategic Planning, Cross-functional Team..., Microsoft Excel, Healthcare Consulting, Management Consulting, Project Management, Market Research, Financial Modeling, Strategy
Education
London Business School 2015 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2009
BA. Economics
Denise Madruga's LM Capital Group, LLC. Experience 1999 - Present
Job Director of Operations at LM Capital Group, LLC.
Industry Financial Services
Experience
LM Capital Group, LLC. 1999 - Present
Education
San Diego State University-California State University
BA, Sociology
LM Capital Group, LLC. 1999 - Present
Education
San Diego State University-California State University
BA, Sociology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY