McMorgan & Company

Description

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

Employee
Years
Job
Industry
Matthew Costello Matthew Costello Danville, California Details
Matthew Costello's McMorgan & Company Experience July 2004 - September 2004
Job Financial Advisor at Costello Investment Advisor
Industry Financial Services
Experience
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

Kathryn Plante Kathryn Plante Boston, Massachusetts Details
Kathryn Plante's McMorgan & Company Experience January 2007 - April 2008
Job Optician at Luxottica Retail
Industry Medical Practice
Experience
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

Cynthia Tekippe Bausch Cynthia Tekippe Bausch Greater San Diego Area Details
Cynthia Tekippe Bausch's McMorgan & Company Experience January 1991 - June 1999
Job Founder, Licensed Broker at Bausch Homes
Industry Real Estate
Experience
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

Don Palmer, CFA Don Palmer, CFA Greater Chicago Area Details
Don Palmer, CFA's McMorgan & Company Experience May 2012 - Present
Job Partner, Consultant Relations at McMorgan & Company
Industry Financial Services
Experience
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

Randal Rayborn Randal Rayborn Scottsdale, Arizona Details
Randal Rayborn's McMorgan & Company Experience December 2001 - October 2008
Job Vice President/CoOwner at Carine International, Inc.
Industry Apparel & Fashion
Experience
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

Patricia Clark Patricia Clark Greater New York City Area Details
Patricia Clark's McMorgan & Company Experience 1996 - 1997
Job Owner, Patricia Clark Catering, Great Food Everywhere. Www.AllFiveSenses.tumblr.com
Industry Food & Beverages
Experience
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

Regis Haegler Regis Haegler Mountain View, California Details
Regis Haegler's McMorgan & Company Experience 2004 - 2005
Job Head of Finance
Industry Internet
Experience
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

Michelle Wight Michelle Wight Roseville, California Details
Michelle Wight's McMorgan & Company Experience January 1994 - January 1999
Job Property Manager at HomePointe Property Management
Industry Real Estate
Experience
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

Chalene Christian Chalene Christian San Francisco Bay Area Details
Chalene Christian's McMorgan & Company Experience June 1999 - April 2000
Job Regional Account Executive at Marin Software
Industry Computer Software
Experience
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 Sabrina Julian Murphys, California Details
Sabrina Julian's McMorgan & Company Experience March 1994 - March 1998
Job Financial Planning and Investment Management
Industry Financial Services
Experience
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

Matthew Leone Matthew Leone Greater New York City Area Details
Matthew Leone's McMorgan & Company Experience April 1998 - July 2000
Job COO, SAP Cloud & On Premise HR Line of Business
Industry Information Technology and Services
Experience
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

Serena Stone, CFA Serena Stone, CFA San Francisco Bay Area Details
Serena Stone, CFA's McMorgan & Company Experience 2004 - 2005
Job Assistant Vice President, Portfolio Manager at Active Investment Advisors, a division of Natixis Global Asset Management
Industry Investment Management
Experience
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

Joseph Cuenco, CFA Joseph Cuenco, CFA San Francisco Bay Area Details
Joseph Cuenco, CFA's McMorgan & Company Experience March 2003 - July 2005
Job Senior Examiner at Federal Reserve Bank of San Francisco
Industry Banking
Experience
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

David Bader David Bader San Francisco Bay Area Details
David Bader's McMorgan & Company Experience August 2002 - November 2009
Job Managing Director at Charles Schwab Investment Management
Industry Investment Management
Experience
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

Daniel Emerson Daniel Emerson Scottsdale, Arizona Details
Daniel Emerson's McMorgan & Company Experience April 1997 - May 2000
Job Asset Manager at The Wolff Company
Industry Real Estate
Experience
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

Alex Kaye, CFA Alex Kaye, CFA San Francisco, California Details
Alex Kaye, CFA's McMorgan & Company Experience 2014 - Present
Job Head of Research at McMorgan & Company
Industry Investment Management
Experience
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

Annie Luong Annie Luong San Francisco Bay Area Details
Annie Luong's McMorgan & Company Experience November 2010 - May 2012
Job Manager of Licensing Accounting at Live Nation
Industry Accounting
Experience
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

Steven Alderson Steven Alderson San Francisco Bay Area Details
Steven Alderson's McMorgan & Company Experience August 1998 - November 2000
Job Administrator
Industry Financial Services
Experience
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

Grant Franklin Grant Franklin Moraga, California Details
Grant Franklin's McMorgan & Company Experience June 2015 - July 2015
Job Summer Intern at Corodata Record Management Inc.
Industry Investment Management
Experience
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

Kate Swimley Kate Swimley San Francisco Bay Area Details
Kate Swimley's McMorgan & Company Experience May 2012 - August 2012
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
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

Gina Jackson-Smith Gina Jackson-Smith Dallas/Fort Worth Area Details
Gina Jackson-Smith's McMorgan & Company Experience 2007 - 2009
Job at
Industry Construction
Experience
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

Tim Neilson Tim Neilson San Francisco Bay Area Details
Tim Neilson's McMorgan & Company Experience 2008 - 2009
Job Principal at W. M. Neilson & Company
Industry Real Estate
Experience
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

Margaret Bowen, SPHR, CEBS, SHRM-SCP Margaret Bowen, SPHR, CEBS, SHRM-SCP Raleigh-Durham, North Carolina Area Details
Margaret Bowen, SPHR, CEBS, SHRM-SCP's McMorgan & Company Experience 1998 - 2004
Job Director | HR Business Partner with Expertise in Employee Benefits, Human Capital Management
Industry Financial Services
Experience
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

Donna Cason Donna Cason Oakland, California Details
Donna Cason's McMorgan & Company Experience March 1987 - April 2009
Job Contract Compliance Officer at Port of Oakland
Industry Government Administration
Experience
Port of Oakland  February 2012 - Present
McMorgan & Company   March 1987 - April 2009

Education
California State University-Sacramento

Boua Saelinh Boua Saelinh San Francisco Bay Area Details
Boua Saelinh's McMorgan & Company Experience December 2000 - March 2005
Job
Industry Investment Management
Experience
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

Hector H Rosas Hector H Rosas San Francisco Bay Area Details
Hector H Rosas's McMorgan & Company Experience September 2001 - February 2005
Job Realtor at Peninsula Prime Realty
Industry Real Estate
Experience
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

Andrew Josef Andrew Josef San Francisco Bay Area Details
Andrew Josef's McMorgan & Company Experience July 2012 - Present
Job Partner, General Counsel and Chief Compliance Officer at McMorgan & Company
Industry Financial Services
Experience
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

Laura Locher Laura Locher San Francisco, California Details
Laura Locher's McMorgan & Company Experience January 2008 - June 2012
Job Manager, Operations and Administration at NYL Investors LLC
Industry Commercial Real Estate
Experience
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

Janelle Sapantay, MS Janelle Sapantay, MS San Francisco Bay Area Details
Janelle Sapantay, MS's McMorgan & Company Experience June 2006 - November 2007
Job Experienced Finance Analyst/Customer Contract Manager
Industry Financial Services
Experience
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

Tony Kelly Tony Kelly San Francisco Bay Area Details
Tony Kelly's McMorgan & Company Experience 1998 - 2000
Job TAKING A BREAK and ENJOYING LIFE
Industry Financial Services
Experience
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

Deborah Sabo Deborah Sabo San Francisco Bay Area Details
Deborah Sabo's McMorgan & Company Experience April 2003 - April 2005
Job Founding Partner/ Head of Trading at Jackson Square Partners LLC
Industry Financial Services
Experience
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

Steve Steinbeck Steve Steinbeck San Francisco Bay Area Details
Steve Steinbeck's McMorgan & Company Experience February 1991 - Present
Job Vice President, Information Technology at McMorgan & Company
Industry Financial Services
Experience
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

Vincent Bencivenga Vincent Bencivenga Greater Los Angeles Area Details
Vincent Bencivenga's McMorgan & Company Experience June 2004 - February 2008
Job Chief Compliance Officer, MetWest Funds at TCW / MetWest
Industry Investment Management
Experience
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

Stan Fong Stan Fong San Francisco Bay Area Details
Stan Fong's McMorgan & Company Experience May 2007 - October 2011
Job Acquisitions at McMorgan & Company
Industry Real Estate
Experience
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

Tim Corbett Tim Corbett Springfield, Massachusetts Details
Tim Corbett's McMorgan & Company Experience July 2008 - April 2009
Job Executive Vice President & Chief Investment Officer at Massachusetts Mutual
Industry Insurance
Experience
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

Jonathan Xiong, CFA Jonathan Xiong, CFA Greater New York City Area Details
Jonathan Xiong, CFA's McMorgan & Company Experience 1998 - 2000
Job Managing Director, Senior Portfolio Manager/Head of Fixed Income Alternatives at Goldman Sachs Asset Management
Industry Investment Management
Experience
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

Jil Noriye Jil Noriye San Francisco Bay Area Details
Jil Noriye's McMorgan & Company Experience July 2006 - January 2010
Job VP, Human Resources at Citco Fund Services
Industry Financial Services
Experience
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

Vanessa Tse, CIPM Vanessa Tse, CIPM San Francisco Bay Area Details
Vanessa Tse, CIPM's McMorgan & Company Experience 2001 - 2005
Job Risk Manager at AXA Rosenberg
Industry Investment Management
Experience
AXA Rosenberg Investment Management  September 2014 - Present
HighMark Capital Management, Inc. (MUFG Union Bank, N.A.)   March 2013 - September 2014
AXA Rosenberg  January 2008 - February 2013
Kelmoore Investment Company  2005 - 2007
McMorgan & Company   2001 - 2005

Skills
Financial Services, Datastream, Investment Management, Bloomberg, Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Securities, Financial Modeling, Asset Allocation

Education
University of California, Los Angeles
B.A., Economics

Yvette Hills Yvette Hills San Francisco Bay Area Details
Yvette Hills's McMorgan & Company Experience 2002 - 2009
Job Office Manager at NetCal Consulting
Industry Information Technology and Services
Experience
Netcal Consulting, Inc.   May 2011 - Present
McMorgan & Company   2002 - 2009

Skills
Investments, Asset Management, Financial Analysis

Education
University of California, Berkeley

Adam Blankman, CFA Adam Blankman, CFA San Francisco Bay Area Details
Adam Blankman, CFA's McMorgan & Company Experience November 1999 - April 2009
Job CFA Charterholder, ETF Design, Fixed Income Portfolio Manager, Credit Analyst, Quantitative Models, Risk Management
Industry Investment Management
Experience
BlackRock  August 2009 - Present
McMorgan & Company   November 1999 - April 2009
Standard & Poor's MMS   1997 - 1999
Reuters  1995 - 1997

Education
Stanford University   1992 — 1994
MA, Development Economics

University of California, Berkeley   1988 — 1992
BA, Development Studies

Joanna Karger Joanna Karger San Francisco Bay Area Details
Joanna Karger's McMorgan & Company Experience September 2003 - August 2008
Job Chief Financial Officer & Head of RenewFund Finance at Renewable Funding, LLC
Industry Renewables & Environment
Experience
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

Eloise Cowles Eloise Cowles Phoenix, Arizona Area Details
Eloise Cowles's McMorgan & Company Experience May 1999 - December 2009
Job Director of Operations
Industry Investment Management
Experience
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

Bob Rezaee Bob Rezaee Austin, Texas Details
Bob Rezaee's McMorgan & Company Experience 2003 - 2004
Job Principal & Portfolio Manager at Newmark Investment Management LLC
Industry Investment Management
Experience
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

David McLaughlin, CFA David McLaughlin, CFA San Francisco Bay Area Details
David McLaughlin, CFA's McMorgan & Company Experience August 2013 - February 2014
Job Vice President Law Firm Group Private Banker at Citi
Industry Financial Services
Experience
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

Tracy Roshangah, CCIM Tracy Roshangah, CCIM San Francisco, California Details
Tracy Roshangah, CCIM's McMorgan & Company Experience January 2000 - June 2012
Job Director at TruAmerica Multifamily
Industry Investment Management
Experience
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

Cecilia D'Ambrosio Cecilia D'Ambrosio San Francisco Bay Area Details
Cecilia D'Ambrosio's McMorgan & Company Experience June 1999 - Present
Job Sr. Executive Assistant at McMorgan & Company
Industry Investment Management
Experience
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

Robert Hills Robert Hills San Francisco Bay Area Details
Robert Hills's McMorgan & Company Experience May 2007 - June 2010
Job VP Legal and Complinace at Fisher Investments
Industry Investment Management
Experience
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

Chris McEldowney Chris McEldowney San Francisco, California Details
Chris McEldowney's McMorgan & Company Experience April 2003 - June 2012
Job Managing Director at New York Life Real Estate
Industry Real Estate
Experience
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

Nikki Tran Nikki Tran San Francisco Bay Area Details
Nikki Tran's McMorgan & Company Experience October 2006 - Present
Job Real Estate Accounting Manager at McMorgan & Company
Industry Investment Management
Experience
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

Betty Lau Betty Lau San Francisco Bay Area Details
Betty Lau's McMorgan & Company Experience October 2003 - September 2008
Job Sourcing Associate at Blue Shield of California
Industry Insurance
Experience
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

Thomas Wilhelm Thomas Wilhelm Los Angeles, California Details
Thomas Wilhelm's McMorgan & Company Experience 2014 - Present
Job Consulting Director Infrastructure at McMorgan & Company
Industry Financial Services
Experience
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

Sylvia Hong Sylvia Hong Corona, California Details
Sylvia Hong's McMorgan & Company Experience March 1999 - May 2000
Job
Industry Marketing and Advertising
Experience
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

Joy Wright Joy Wright San Francisco Bay Area Details
Joy Wright's McMorgan & Company Experience March 1998 - February 2000
Job Paralegal
Industry Law Practice
Experience
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