McMorgan & Company
Founded: 1969 Subsidiary: Mcmorgan & Company Capital Advisors LlcFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportMcMorgan & Company LLCWebsiteDirections Saved (0) Saved Save Mortgage lender in San Francisco, California Address: 1 Front St #500, San Francisco, CA 94111 Phone: (415) 788-9300: : : Category: : Place name: : Hours: Website: : Website: https://www.mcmorgan.com/ Category: Mortgage Lender Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of McMorgan & Company LLC Posting publicly on the Web Write a review Reviews Be the first to review
McMorgan & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at McMorgan & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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McMorgan & Company Employees
Costello Investment Advisor December 2012 - Present
CVPartners February 2012 - January 2013
The Mergis Group October 2011 - January 2012
Raymond James January 2008 - October 2011
Robert Half Management Resources September 2004 - December 2007
McMorgan & Company July 2004 - September 2004
Fremont Investment Advisors June 1998 - December 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Insurance, Financial Services
Education
St. Mary's College of California 1995 — 1998
BS, Finance
California Polytechnic State University-San Luis Obispo 1993 — 1995
Bachelor of Science (BS), Economics
Monte Vista 1989 — 1993
Optical Shop of Aspen May 2012 - Present
Plante Opticians September 2011 - Present
Benjamin Franklin Institute of Technology May 2011 - Present
Envision Optometry May 2011 - May 2012
Aquitaine French Bistro September 2010 - September 2011
Zoom Systems June 2008 - April 2010
McMorgan & Company January 2007 - April 2008
Skills
PowerPoint, Customer Service, Microsoft Excel, Photoshop, Microsoft Office, Sales, Retail, Microsoft Word, Research, Inventory Management, Public Speaking, Community Outreach, Team Building, Event Planning, Leadership
Education
Mass Eye and Ear Infirmiry 2011 — 2011
Ophthalmic Assistant, Ophthalmic Assistanting
Benjamin Franklin Institute of Technology 2010 — 2011
Opticianry, Opticianry
Roger Williams University 2002 — 2006
Bachelor of Science, Architecture
Worcester Academy
Bausch Homes January 2009 - Present
Red Team Intelligence October 2004 - Present
San Diego National Bank October 1999 - January 2005
McMorgan & Company January 1991 - June 1999
Skills
Real Estate, Short Sales, Investment Properties, Foreclosures, Buyer Representation, Residential Homes, REO, Single Family Homes, Property Management, Condos, Listings, Investors, Loans, Finance, Tax Preparation, Seller Representation, Commercial Real Estate..., Custom Remodeling, Residential Investment..., Purchase Contracts, Real Estate Economics, First Time Home Buyers, Financial Analysis, Disposition, Real Estate Development
Education
St. Mary's College of California 1996 — 1999
Master of Business Administration (M.B.A.), Finance, General
Loyola Marymount University 1985 — 1989
Bachelor of Science (B.S.), Accounting
McMorgan & Company May 2012 - Present
AllianceBernstein December 2009 - October 2012
AllianceBernstein December 2007 - December 2009
AllianceBernstein May 2005 - December 2007
Skills
Series 7 and 63 licenses, Bernstein Private..., Chartered Financial..., Investments, Alternative Investments, Hedge Funds, Investment Strategies, Equities, Fixed Income, Investment Management, Asset Allocation, Asset Management, Portfolio Management, Leadership, Capital Markets, CRM, Institutional..., Series 7
Education
University of Dayton 2001 — 2005
Bachelor of Science, Finance, Marketing
Carine International, Inc. - Carine W November 2010 - Present
8th Phoenix, LLC February 2010 - December 2013
Nevada Management Systems, LLC October 2008 - February 2010
McMorgan & Company December 2001 - October 2008
Multiple Organizations July 1996 - December 2001
Fireman's Fund Insurance Company 1986 - 1996
Skills
T-SQL, SQL Server, SSRS, SSIS, Access, Photoshop, Mac OS X, Perl, PHP, JavaScript, HTML + CSS, MySQL, Visual Basic, Python, Data Warehousing, Database Management, Database Design, SAS, Java, SQL, Business Intelligence, Web Development, Application Development, HTML, Integration, Databases, Visio, PAM for Securities, Bloomberg, Bloomberg Data License, Data Feeds, BlackRock Aladdin, Data Interfaces, Database Admin, Software Development, Microsoft SQL Server, Business Analysis, IT Strategy, SDLC, Analysis, Program Management, Requirements Analysis, Leadership, Consulting, Management, Agile Project Management, Architecture, Web Applications, Enterprise Architecture, Software Project...
Education
Excelsior College 1988 — 1992
BS, Computer Information Systems
All Five Senses / Patricia Clark Catering October 2007 - Present
Patricia Clark Catering January 1998 - Present
Limewire 2009 - 2010
Seneca Capital 1997 - 1998
McMorgan & Company 1996 - 1997
Skills
Food Service, Italian, Vegan, Catering, Culinary Skills, Japanese, Cooking, Vegetarian, Food, Cuisine, Menu Development, French, Weddings, Parties, Gourmet, Management, Budgets, Wine, Newsletters, Ingredients, Event Management, Chef, Sauces, Recipes, Fine Dining, Pastry, Restaurants, Cakes, Restaurant Management, Banquets, Food & Beverage, Hospitality, Blogging, Food Safety, Food Industry, Hospitality Management, Hospitality Industry, Wedding Planning, Dinners
Education
Foothill College
Le Cordon Bleu Culinary Arts Program
Stanford University
HealthPocket, Inc. 2015 - Present
eHealthInsurance August 2012 - 2015
Arcadian Health Plan 2010 - August 2012
Wells Fargo 2008 - 2010
Education Finance Partners 2007 - 2008
Adobe 2006 - 2007
Maxtor 2005 - 2006
McMorgan & Company 2004 - 2005
Flextronics 2001 - 2002
Lehman Brothers 1999 - 2000
Skills
Corporate Finance, Investments, Financial Planning, Capital Markets, Investment Banking, Strategic Financial..., Financial Modeling, Forecasting, Start-ups, Mergers & Acquisitions, Strategy, Financial Analysis, Finance, Analysis, Managerial Finance, Accounting, Sarbanes-Oxley Act, Due Diligence, Management, Valuation, Executive Management, Leadership, Process Improvement
Education
Wharton School 1995 — 1999
BS, Finance
University of Chicago GSB 2002 — 2004
MBA, Finance & Entrepreneurship
HomePointe Property Management February 2012 - Present
Century Vision Developers March 2002 - March 2011
Insignia/ESG Inc January 1999 - January 2001
McMorgan & Company January 1994 - January 1999
Terranomics Retail Services January 1991 - January 1994
Skills
Tenant Improvements, Real Estate, Budgeting, Renewals, Property Management, Lease Administration, Building Operations, Landlord, Tenant Improvement, Lease Negotiations, Facilities Management, Property, Landlords, Budgets, Tenant, Rent Roll, Residential Homes, Apartments, Commercial Real Estate, Tenant Retention, Corporate Real Estate, Fair Housing, Disposition, Brokerage, Investment Properties, Real Estate Transactions, Customer Service, Single Family Homes, Contract Negotiation, Rentals, Management, Real Estate Development, Leases, Investors, Marketing, Team Building, Asset Management, Condos, Negotiation
Education
California State University-Sacramento 1986 — 1989
Business Administration and Management, General
Marin Software July 2014 - Present
Bazaarvoice February 2013 - April 2014
Demandbase January 2012 - June 2012
Salesforce.com September 2006 - July 2011
Learn iT! September 2005 - September 2006
Learn iT! April 2002 - August 2005
Mellon Capital Management April 2000 - September 2001
McMorgan & Company June 1999 - April 2000
Northwestern Mutual November 1996 - May 1999
Skills
Selling, Salesforce.com, New Business Development, Enterprise Software, SaaS, Sales, Lead Generation, Leadership, Sales Operations, Training, Cloud Computing, B2B, Security, Strategy, Networking, Marketing, CRM, Solution Selling, Sales Process, Strategic Partnerships, Consulting, Direct Sales, Professional Services, Software Industry, Demand Generation, Start-ups
Education
University of San Francisco 1999 — 2001
Bachelor of Science, Organizational Behavior
Hamlin School for Girls San Francisco
Sacred Heart Cathedral San Francisco
St. Rose Academy
Sabrina Julian Investment Services March 2006 - Present
Asociacion Hispana del Cancer 2006 - Present
Angels-Murphys Rotary Club June 2014 - July 2015
BNI Business Networking International April 2002 - May 2012
Edward Jones Investments September 2001 - March 2006
Seneca Capital Management March 1998 - July 2001
McMorgan & Company March 1994 - March 1998
Skills
Strategic Financial..., Retirement Planning, Bonds, Mutual Funds, Stocks, Retirement, Asset Management, Inheritance, Annuities, Investments, Wealth Management, ETFs, Fixed Income, Equities, Asset Allocation, Financial Planning, Investment Advisory, IRA's, 401k, Investment Strategies, Securities, Long Term Care, Budgeting, Disability Insurance, Alternative Investments, Roth IRA, Fixed Annuities, Budgets, Small Business, FINRA, Financial Services, IRAs, Risk Management, Investment Management, Marketing, Long-term Care, Series 7, Financial Advisory, Spanish, Finance, Asset Managment
Education
University of California, Santa Barbara 1989 — 1993
Dual B.A.
Universidad de Alcalá 1991 — 1992
Certificado
SAP May 2014 - Present
SAP January 2014 - May 2014
Ariba October 2012 - December 2013
Ariba April 2012 - October 2012
Ariba August 2003 - April 2012
TriTek Solutions July 2000 - August 2003
McMorgan & Company April 1998 - July 2000
Skills
E-procurement, Spend Analysis, Enterprise Software, Cloud Computing, SaaS, Salesforce.com, SAP CRM, Ariba, Solution Selling, Professional Services, Outsourcing, Customer Retention, Long-term Customer..., Supply Chain Management, Business Process..., ERP
Education
University of Arizona, Eller College of Management 1993 — 1997
BS, Finance
Natixis Global Asset Management April 2005 - Present
McMorgan & Company 2004 - 2005
Fremont Investment Advisors 2000 - 2004
Mellon Capital Management 1999 - 2000
Education
University of California, Los Angeles 1994 — 1998
B.S, Physiological Science
Federal Reserve Bank of San Francisco October 2008 - Present
RCM July 2005 - August 2008
McMorgan & Company March 2003 - July 2005
Fremont Investment Advisors December 2001 - March 2003
Montgomery Asset Management September 2000 - December 2001
Skills
Equity Research, Financial Analysis, Capital Markets, Analysis, Investments, Investment Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Communications
Charles Schwab Investment Management November 2009 - Present
McMorgan & Company August 2002 - November 2009
JP Morgan Chase June 2001 - August 2001
Bank of America July 1996 - April 2000
Skills
Portfolio Management, Credit Analysis, Financial Analysis, Forecasting, Business Strategy
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance and Strategy
University of Arizona 1992 — 1996
Bachelor of Science (B.S.), Economics and Finance
The Wolff Company November 2012 - Present
DME & Associates LLC September 2008 - Present
Freddie Mac June 2010 - November 2012
Equity Residential October 2003 - July 2008
Coastal Funding July 2000 - October 2003
McMorgan & Company April 1997 - May 2000
Skills
Asset Management, Marketing Research, Underwriting, Real Estate, Dispositions, Property Management, Apartments, Real Estate Financing, Due Diligence, Valuation, Real Estate Investment, Investment Properties, Real Estate Finance, Real Estate Development, Real Estate Transactions, Investments, Debt, Leases, REO, Foreclosures, Financial Modeling, Financial Analysis, Portfolio Management, Affordable Housing, Investor Relations, Cash Flow
Education
California State University-Long Beach 1993 — 1995
BS, Finance
UCLA
McMorgan & Company 2014 - Present
Credit Suisse 2011 - 2013
Wilshire Associates 2007 - 2010
Ibbotson Associates 2004 - 2007
UBS Global Asset Management 1997 - 2003
Skills
Chartered Finacial..., Series 7, Series 66, Asset Allocation, Portfolio Management, Due Diligence, Investments, Institutional..., Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Finance, Investment Management, Equities, Asset Management
Education
University of Iowa 1988 — 1991
BBA, Finance
Live Nation Entertainment July 2015 - Present
Live Nation Entertainment June 2012 - July 2015
McMorgan & Company November 2010 - May 2012
Fortiss LLC December 2009 - November 2010
Pacific Laser Systems July 2005 - December 2009
Skills
General Ledger, Microsoft Excel, GAAP, Financial Statements, Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, Cash Flow, Financial Accounting
Education
San Francisco State University
B.S. in Business Administration, Corporate Finance, Financial Services
Pantheon Ventures April 2015 - Present
Burson-Marsteller March 2012 - April 2015
Lateef Investment Management February 2006 - September 2011
Seneca Capital Management July 2002 - September 2005
Red Roof Inn November 2000 - June 2002
McMorgan & Company August 1998 - November 2000
Skills
Project Management, Bloomberg, Media Relations, Investments, Finance, Strategic Planning, Account Reconciliation, Banking, Trading, Portfolio Management, System Administration
Education
St. Cloud State University
Bachelor of Science; Bachelor of Arts, Speech Communications, Personnel Management emphasis; Psychology
Corodata Record Management Inc. July 2015 - August 2015
McMorgan & Company June 2015 - July 2015
Jack's Restaurant and Bar May 2014 - August 2014
Lamorinda Lightning Lacrosse January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, English, Analytical Writing, Creative Writing, Project Planning, Public Speaking, Microsoft Office, Social Networking
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General, Junior
Campolindo High School
BlackRock May 2015 - Present
BlackRock January 2015 - Present
BlackRock May 2014 - Present
Main Management, LLC June 2013 - August 2013
McMorgan & Company May 2012 - August 2012
UBS Investment Bank January 2012 - May 2012
McMorgan & Company LLC Investment Management May 2011 - August 2011
Skills
Asset Allocation, Portfolio Construction, ETFs, Mutual Funds, Morningstar Direct, Bloomberg, Morningstar, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Marketing, Social Media, Data Analysis, Stata, Financial Analysis, Microsoft Word, Event Planning, Customer Service, Photoshop, Salesforce.com
Education
Loyola Marymount University 2010 — 2014
Bachelor's Degree, Economics, Senior
New York University Paris
Piedmont High School
Open for Opportunities March 2015 - Present
Financial Education Services (FES) February 2014 - Present
Four Seasons Home Products March 2013 - Present
Parent Voices May 2008 - Present
Wealth Builders Ave February 2014 - April 2014
Better Homes and Gardens Real Estate MASON-McDUFFIE March 2011 - February 2012
McMorgan & Company 2007 - 2009
United Airlines March 1996 - April 2002
Pacific Bell 1994 - 1995
Skills
Real Estate Transactions, Real Estate Financing, Real Estate Development, Real Estate, New Home Sales, Single Family Homes, Residential Homes, Luxury, Leadership, REO, Relocation, Referrals, Short Sales, Buyer Representation, Townhomes, Small Business, Sellers, Property Management, FHA, Investors, Investment Properties, Mortgage Lending, Budgets, Foreclosures, Listings, SFR, Selling, Condos, First Time Home Buyers, Property, Public Speaking, Seniors, Marketing, 1031 Exchanges, Buyers, HUD, Leases, Real Property, Real Estate License, Commercial Real Estate, Rentals, Contract Negotiation, Investments, Real Estate Economics
Education
Chabot College 2009 — 2012
AA, Liberal Arts
American Intercontinental University-London England 2010 — 2011
N/A, Humanities/Humanistic Studies, A
Dallas County Community College
Associate of Science (A.S.), Finance, General
The Chartres Lodging Group 2014 - Present
D. R. Stephens & Company 2010 - 2014
McMorgan & Company 2008 - 2009
Merlone Geier Partners 1996 - 2008
CMA Asset Managers 1995 - 1996
C.H.I.S.P.A. 1992 - 1994
Doric Development 1986 - 1991
Lincoln Property Company 1986 - 1987
Grubb & Ellis Company 1981 - 1986
Bedford Associates 1978 - 1981
Skills
Property Management, Due Diligence, Investments, Real Estate, Asset Management, Financial Analysis, Mergers & Acquisitions, Disposition, Real Estate Transactions, Finance, Real Estate Development, Accounting, Financial Modeling, Real Estate Economics, Portfolio Management, Commercial Real Estate, Real Estate Financing, Brokerage, Valuation, Corporate Real Estate, Loans, Investor Relations
Education
University of California, Berkeley - Walter A. Haas School of Business 1972 — 1974
MBA, Double Major in Accounting & Transportation
Lewis and Clark College 1968 — 1972
BS, Business Administration
The beneFits Group 2013 - Present
Operating Engineers Funds Inc. 2008 - 2012
UFCW Group Administration LLC 2007 - 2007
Associated Third Party Administrators 2005 - 2007
McMorgan & Company 1998 - 2004
The Segal Company 1991 - 1998
Skills
Human Resources, Employee Benefits, Benefits Administration, Human Capital Management, Organizational..., Process Improvement, Strategic Planning, Employee Engagement, Change Management, Employee Relations, Talent Acquisition, Performance Management, Leadership, Leadership Development, Health Insurance, Pensions, Defined Benefit, 401k, Defined Contribution, ERISA, Insurance, Healthcare Reform, New Business Development, Consulting, Labor Relations, Executive Pay, Deferred Compensation, Healthcare Management, Onboarding, Executive Management, Succession Planning, Vendor Management, Investments, Project Management, Coaching & Mentoring, Customer Service..., Workforce Planning, Regulatory Compliance, Contract Administration, Management, Business Continuity..., Compensation Program..., Payroll, Policy Administration
Education
Binghamton University
BA, Economics
Port of Oakland February 2012 - Present
McMorgan & Company March 1987 - April 2009
Education
California State University-Sacramento
Wells Fargo Funds Management Group November 2007 - July 2009
HighMark Capital Management March 2005 - September 2006
McMorgan & Company December 2000 - March 2005
Hotel Nikko San Francisco May 1988 - November 2000
Skills
Mutual Funds, Asset Managment, Fixed Income, Financial Services, Investment Strategies, Investment Management, Wealth Management, Portfolio Management
Education
City College of San Francisco
Certificate
City College of San Francisco
Certificate
Investment Company Institute
Certificate
Securities Operations Forum
Certificate
Peninsula Prime Realty July 2015 - Present
New Light Realty October 2011 - July 2015
Real Estate Revolution, Inc July 2009 - October 2011
Trident Financial Inc July 2007 - July 2009
Portfolio Lending August 2006 - June 2009
McMorgan & Company September 2001 - February 2005
Skills
Short Sales, Foreclosures, Mortgage Lending, Investment Properties, Real Estate, Investors, Commercial Real Estate, FHA, Refinance, Equities, REO, First Time Home Buyers, Single Family Homes, Condos, Sellers, Mutual Funds, Creative Real Estate..., Income Properties, USDA, Real Estate Transactions, Listings, VA, Conventional, Real Estate Flipping, Referrals, SFR, Townhomes, Property, Public Speaking, Relocation, Buyer Representation, New Home Sales, Move Up Buyers, 1031 Exchanges, Rentals, Buyers, HUD
Education
Golden Gate University 1989 — 1992
McMorgan & Company July 2012 - Present
BlackRock 2009 - July 2012
Barclays Global Investors October 2007 - December 2009
Investors Bank & Trust May 1999 - July 2007
Investors Bank May 1997 - May 1999
Sullivan & Worcester 1995 - 1997
Goodwin Procter 1993 - 1995
Simpson Thacher 1989 - 1993
Skills
ETFs, Mutual Funds, Securities Law, Asset Management, Investments, Taft-Hartley, Alternative Investments, Asset Managment, Corporate Law, Financial Services, Hedge Funds, Interpersonal..., Investment Management, Mergers & Acquisitions, Public Speaking, Securities, Securities Regulation, Corporate Governance, FINRA, Private Equity, Investment Advisers Act, Due Diligence, ERISA, Investment Advisory, Broker-Dealer, Investment Company Act, Legal Compliance, Fund Administration, Private Placements
Education
University of Chicago Law School 1986 — 1989
JD, Law
Brandeis University 1982 — 1986
BA, American Studies
NYL Investors LLC August 2015 - Present
New York Life Investment Managerment July 2012 - August 2015
McMorgan & Company January 2008 - June 2012
Education
University of California, Santa Cruz 2009 — 2011
Human Resources Management and Services
Cisco Systems Capital Corporation December 2014 - Present
Cisco Systems Capital Corporation May 2010 - December 2014
Cisco Systems Capital Corporation November 2007 - May 2010
McMorgan & Company June 2006 - November 2007
Ritchie Commercial May 2005 - June 2006
Bank of America - San Francisco Int'l Airport June 1998 - May 2006
Equity Office Properties Trust August 2000 - May 2005
Skills
Real Estate, Leadership, Management, Leases, Training, Disposition, Budgets, Access, Lease Administration, Property Management, Customer Service, Accounts Payable, Software Documentation, Contract Management, Analysis, Accounts Receivable, Teamwork, Accounting Applications, Sales, Dependable Team Player, Marketing, Microsoft Office, Financial Analysis, SME development, Lease Documentation, Team Leadership, Strategic Partnerships, Lease Financing, Analytic Problem Solving, Possess strong..., Long-term Customer..., Forecasting, Trade Compliance, Organizational...
Education
University of San Francisco 2010 — 2012
Master of Science, Project Management
University of Phoenix 2004 — 2007
Bachelors of Science, Business Marketing
City College of San Francisco
Associates Degree, Business/Real Estate
At Home with the kids and traveling with the family April 2015 - Present
BlackRock December 2009 - April 2015
Barclays Global Investors October 2000 - December 2009
McMorgan & Company 1998 - 2000
DLJ 1995 - 1998
Skills
Equities, ETFs, Investment Strategies, Trading, Capital Markets, Investments, Derivatives, Asset Management, Fixed Income, Financial Services, Hedge Funds, Mutual Funds, Alternative Investments
Education
City University of New York-Baruch College 1992 — 1996
Jackson Square Partners LLC May 2014 - Present
Delaware Investments May 2005 - April 2014
McMorgan & Company April 2003 - April 2005
Husic Capital Management 2002 - 2003
Robertson Stephens 1999 - 2001
Skills
Equity Trading, Equities, Series 7, Hedge Funds, Fixed Income, Investments, Alternative Investments, Options, Series 24, Series 63, ETFs, Bloomberg, Trading, Securities, FINRA, Trading Systems, Asset Management, Traders, Capital Markets, Trading Strategies, Financial Markets, Derivatives
Education
University of Pittsburgh 1989 — 1993
Liquidnet U
Liquidnet U
McMorgan & Company February 1991 - Present
McMorgan & Company February 1991 - Present
Wells Fargo October 1989 - February 1991
Micro Financial June 1988 - October 1989
Skills
Asset Managment, Hedge Funds, Financial Services, Risk Management, Portfolio Management, Information Technology, Active Directory, Exchange 2010/2007/2003, DNS Server, DHCP, IIS, Microsoft Office, Adobe Design Programs, Symantec Endpoint..., Symantec Backup, Symantec Antivirus, Sonicwall, Watchguard, RSA Security, VPN, Avaya Site..., Telecommunications..., Investments, Microsoft SQL Server, Access, Troubleshooting, Asset Management, Security, Financial Analysis, Firewalls, Microsoft Exchange, DNS
Education
California State University-Hayward 2000 — 2006
Bachelor of Science (B.S.), Business Administration with a focus on Information Systems Management
TCW Group, Inc. November 2011 - Present
Metropolitan West Asset Management August 2009 - November 2011
RegComply.Net July 2008 - August 2009
McMorgan & Company June 2004 - February 2008
PricewaterhouseCoopers LLP July 1997 - June 2001
Barclays Global Investors (BGI) April 1994 - October 1996
State Street Bank January 1987 - April 1994
Bankers Trust Company 1978 - 1985
Skills
Banking, Fixed Income, Broker-Dealer, Hedge Funds, Risk Management, Due Diligence, Mutual Funds, Alternative Investments, Investment Management, Management, Private Equity, Asset Managment, Financial Services, Portfolio Management, Securities, Equities, Bloomberg, Wealth Management, Asset Management, Securities Regulation
Education
Haverford College 1972 — 1974
BA, History
Columbia University in the City of New York 1968 — 1971
European history
McMorgan & Company May 2007 - October 2011
HCC Capital 2005 - 2006
Wells Fargo 2000 - 2005
The Weitzman Group, Inc. 1997 - 1999
Skills
Real Estate, Portfolio Management, Banking, Due Diligence, Commercial Real Estate, Mergers, Asset Management, Financial Modeling, Leases, Real Estate Development
Education
Columbia University in the City of New York
Master of Science (MS), Real Estate
University of San Francisco
Bachelor of Science (BS), Business Administration and Management, General
Massachusetts Mutual May 2011 - Present
State of Connecticut - Office of the Treasurer August 2009 - July 2011
McMorgan & Company July 2008 - April 2009
Hartford Investment Management Co March 2002 - July 2008
Aetna June 1982 - March 2002
Skills
Investments, Asset Management, Mutual Funds, Risk Management, Portfolio Management, Fixed Income, Trading, Financial Analysis, Asset Managment, Financial Risk, Management, Equities, Pensions, Investment Strategies, Strategy, Emerging Markets, Mergers & Acquisitions, Retirement Planning
Education
University of North Carolina at Chapel Hill 1978 — 1982
BS, Mathematics
Goldman Sachs Asset Management October 2011 - Present
Mellon Capital Management September 2000 - October 2011
McMorgan & Company 1998 - 2000
Skills
Fixed Income, Hedge Funds, Equities, Portfolio Management, Trading, Investment Strategies, Investments, Commodity, Currency, Global Macro, Management, Tactical Asset..., Bloomberg, Alternative Investments, Valuation, Asset Allocation, Asset Management, Derivatives, Equity Research, Financial Modeling, Investment Management, Mutual Funds, Quantitative Analytics
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
San Francisco State University 1996 — 2001
Bachelor of Science, Finance
Citco Fund Services July 2010 - Present
McMorgan & Company July 2006 - January 2010
Skills
Employee Benefits, Succession Planning, Onboarding, Human Resources, Deferred Compensation, Benefits Administration, Employee Relations
Education
University of San Francisco
Bachelor of Science (BS), Organizational Behavior
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
Netcal Consulting, Inc. May 2011 - Present
McMorgan & Company 2002 - 2009
Skills
Investments, Asset Management, Financial Analysis
Education
University of California, Berkeley
Renewable Funding, LLC 2009 - Present
McMorgan & Company September 2003 - August 2008
McMorgan & Company September 2003 - August 2008
RCM Capital Management/Dresdner RCM June 1993 - April 2002
US Treasury July 1987 - July 1991
Skills
Investments, Fixed Income, Renewable Energy, Asset Allocation, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of California, Berkeley 1983 — 1987
BA, Economics & Rhetoric
Windsor Management LLC January 2013 - January 2014
LawRoom August 2011 - September 2012
McMorgan & Company May 1999 - December 2009
McCullough Andrews & Cappiello April 1987 - May 1999
Skills
Asset Managment, Investments, Fixed Income, Portfolio Management, Financial Analysis, Financial Services, Forecasting, Valuation, Asset Management, Securities, Management, Hedge Funds, Accounting, Mutual Funds
Education
Golden Gate University 1986 — 1993
BS;MBA, finance
Newmark Investment Management LLC January 2013 - Present
Cavanal Hill Investment Management June 2006 - December 2012
Columbus Capital Management LLP 2004 - 2006
McMorgan & Company 2003 - 2004
Montgomery Asset Management 1998 - 2003
RCM Capital Management 1993 - 1999
Gap Inc. 1988 - 1993
Skills
Investment Strategies, Equities, Portfolio Management, Asset Managment, Investments, Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Securities, Bloomberg, Finance, Asset Management, Equity Research
Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Citi March 2014 - Present
McMorgan & Company August 2013 - February 2014
M&T Bank June 2012 - August 2012
Citi Private Bank February 2007 - August 2011
Morrissey, Hawkins & Lynch January 2004 - April 2006
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Bloomberg, Equities, Securities, Fixed Income, Alternative Investments, Series 7, Due Diligence, Hedge Funds, Mutual Funds, Portfolio Management, Asset Managment
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Master of Business Administration (MBA)
Wesleyan University 2000 — 2003
Bachelor of Arts, History
Boston Latin School 1993 — 1999
TruAmerica Multifamily July 2014 - Present
New York Life Real Estate Investors July 2012 - June 2014
McMorgan & Company January 2000 - June 2012
McMorgan & Company August 1989 - January 2000
Skills
Disposition, Investments, Real Estate, Due Diligence, Financial Analysis, Real Estate Economics, Investment Management, Asset Managment, Lease Negotiations, Leases, Valuation, Portfolio Management, Real Estate Development, Real Estate Transactions, Property Management, Commercial Real Estate, Asset Management, Dispositions
Education
California State University-Sacramento
BS, Business Administration
McMorgan & Company June 1999 - Present
Hellman & Friedman June 1990 - June 1999
Skills
Event Planning, Office Management
Education
Holy Names University
B.A., Human Services & Psychology
Fisher Investments April 2015 - Present
Merk Investments September 2012 - March 2015
RAH Consulting September 2010 - September 2012
McMorgan & Company May 2007 - June 2010
Jackson National Asset Management, LLC 2000 - 2006
Baker, Fentress & Company 1996 - 2000
The Bisys Group, Inc. 1993 - 1996
Skills
Regulatory Compliance, Mutual Funds, Fund Administration, Financial Analysis, Investments, Investment Management, Financial Reporting, ERISA, Asset Managment, Fixed Income, Business Strategy, Forecasting, Tax, Management, Brokers, Private Equity Funding, Product Management, Grantor Trust, ETFs
Education
Olivet College
BBA, Accounting & Finance
New York Life Real Estate July 2012 - Present
McMorgan & Company April 2003 - June 2012
Lend Lease Real Estate Investments January 1996 - September 2000
Equitable Real Estate September 1989 - December 1995
Skills
Asset Managment
Education
Harvard Business School 1985 — 1987
MBA
University of Arizona 1978 — 1982
BS, Finance/Real Estate
McMorgan & Company October 2006 - Present
Divco West Properties January 2005 - October 2006
Seagull Markets March 2000 - November 2004
Skills
Financial Analysis, Financial Reporting, Real Estate, Accounting
Education
California State University-Hayward 1985 — 1990
B.S. Accounting, Accounting
Blue Shield of California March 2014 - Present
Blue Shield of California January 2009 - February 2014
McMorgan & Company October 2003 - September 2008
Swinerton, Inc. July 2002 - October 2003
Goldman Insurance November 1994 - December 2001
Skills
Microsoft Excel, Employee Relations, Microsoft Office, Insurance, Strategic Planning, Customer Service, Office Management, Employee Benefits, Web Author
Education
Cal State Hayward
BS, Business Administration
McMorgan & Company 2014 - Present
GrandFund Investment Group 2012 - Present
Health Recovery Solutions 2012 - Present
The Yucaipa Companies 2008 - 2012
Allen Matkins 2007 - 2008
Lerach Coughlin 2005 - 2007
Gibson, Dunn & Crutcher LLP 2004 - 2005
Education
UCLA 1996 — 2000
Bachelor of Arts (B.A.), Political Science
University of Michigan Law School
Bluegreen Corporation June 2012 - July 2013
Bluegreen Corporation November 2010 - June 2012
Automated Data Processing November 2005 - February 2007
Stewart Title February 2005 - November 2005
Wells Fargo November 2003 - February 2005
Wells Fargo May 2001 - November 2002
Wells Fargo May 2000 - May 2001
McMorgan & Company March 1999 - May 2000
Education
University of Southern California 1993 — 1996
Bachelor of Science (BS), Public Policy and Management
Adams & Martin Group May 2013 - July 2013
Berry Appleman & Leiden LLP June 2000 - January 2013
McMorgan & Company March 1998 - February 2000
Skills
Microsoft Office, Microsoft Excel, Immigration Issues, Microsoft Word, Outlook, Document Management, Time Management, Critical Thinking, Problem Solving, Organization &..., Legal Writing, Legal Research, Legal Assistance, Document Review, Filing, Business Immigration, Immigration Law
Education
New York University
Paralegal Certificate, ABA Approved Paralegal Education Program
Queens College
Bachelors of Arts, Sociology