Merk Investments
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Merk Investments Employees
San Francisco Municipal Transportation Agency (SFMTA) January 2015 - Present
City and County of San Francisco January 2013 - Present
Today Sotheby's International Realty November 2012 - Present
Bay Area, San Francisco, Peninsula February 2011 - February 2013
The Presidio Group LLC March 2012 - January 2013
Merk Investments December 2010 - February 2011
Ace Capital Group August 2008 - December 2010
Kepr TV January 2006 - June 2008
CBS News July 2004 - May 2008
Ace Capital Group 2007 - 2008
Skills
Event Management, Newsletters, Public Relations, Customer Relations, Production, Process Improvement, Project Plans, Strategic Planning, Marketing Communications, Writing, Social Media, Event Planning, Customer Service, Negotiation, Press Releases, Time Management, Corporate Communications, Public Speaking, Marketing, Advertising, Facebook, Leadership, Sales, Training, Media Relations, Email Marketing, Strategy, Budgets, Marketing Strategy, Publicity, Editing, Video Production, Social Networking, Management
Education
University of California, Davis 1998 — 2003
B.A., Communications
Burlingame High School 1998 — 1998
Portola Elementary School
NewVoiceMedia February 2015 - Present
NewVoiceMedia May 2014 - January 2015
Oracle May 2013 - May 2014
Wetherby Asset Management July 2012 - May 2013
Merk Investments September 2011 - July 2012
Bank of America September 2010 - May 2011
Bank of America January 2008 - September 2010
State Street Corporation October 2005 - July 2006
State Street Corporation September 2004 - October 2005
State Street Corporation June 2003 - September 2004
Skills
Enterprise Software, Salesforce.com, Finance, SaaS, Relationship Management, Trading, Taleo, Applicant Tracking..., Microsoft Office, Sales Operations, Cold Calling, Business Strategy, Cloud Computing, Competitive Analysis, Lead Generation, Solution Selling, Oracle Applications, Forecasting, Enterprise Solution..., Bloomberg, New Business Development, Social Media Marketing, B2B, Business Development, Talent Management, Consultative Sales, CTI, MBA, B2C, Leadership, Public Speaking, CRM, Strategy, Sales
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Business Administration
Providence College 1999 — 2003
B.S., Finance
St. John's Preparatory School 1995 — 1999
Merk Investments March 2013 - Present
Kellner Capital October 2011 - March 2013
University of California, Berkeley, Haas School of Business 2011 - 2012
Network Corporate Finance January 2010 - January 2011
Deutsche Bank September 2008 - February 2009
Deutsche Bank July 2007 - September 2007
Skills
Options, FX Options, Financial Engineering, Investment Banking, Corporate Finance, Bloomberg, Fixed Income, Derivatives, Quantitative Finance, Financial Modeling, Equity Research, Equities, Capital Markets, FX Trading, Global Macro
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master of Financial Engineering, Financial Engineering
Universität Stuttgart / University of Stuttgart 2003 — 2009
Quantitative Business Administration (Diplom/Master), Finance, Economics
California Polytechnic State University-San Luis Obispo 2006 — 2007
Mission Wealth Management February 2013 - Present
Merk Investments 2008 - February 2013
Brook Asset Management Limited 2006 - 2008
MCM Associates 2005 - 2006
Skills
Investments, Asset Managment, Equities, Alternative Investments, Portfolio Management, Equity Research, Fixed Income Portfolio..., Fixed Income Analysis, Equity Trading, International Research, FX trading, Macro Analysis, Global Macro, Commodity Markets, VBA, Portfolio Optimization, Mutual Funds, Investment Management, Asset Allocation, ETFs, Asset Management, Fixed Income
Education
University of Otago
Master of Business, Finance, 4.0
Dividend Capital February 2014 - Present
Merk Investments January 2010 - January 2014
ICON Advisers, Inc. March 2002 - February 2009
OppenheimerFunds June 1995 - November 2001
Skills
Investments, Mutual Funds, ETFs, Currency, Alternative Investments, Equities, Fixed Income, Marketing Strategy, Business Strategy, Asset Management, Retirement Planning, Portfolio Management, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Investment Management, Finance
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA, Finance
Harvard Business School 2007 — 2007
Strategic Marketing Management
University of Northern Colorado 1989 — 1994
BA, Political Science
American Century Investments October 2014 - Present
Merk Investments February 2011 - August 2014
Community Outreach February 2008 - September 2010
Joe Feshbach Partners November 2005 - February 2008
Curative Health Services August 2002 - November 2005
Dry Creek Software, LLC (acquired by PumaTech in 2000) September 1999 - August 2002
Skills
System Administration, Office Management, Microsoft Office, Contract Negotiation, Human Resources, Public Speaking, Account Management, PowerPoint, Outlook, Payroll, Administration, Marketing, Leadership, Event Planning, Social Media, Time Management
Education
San Francisco State University 1986 — 1989
Bachelor of Arts (B.A.), Psychology
Merk Investments January 2015 - Present
Merk Investments July 2012 - December 2014
Fidelity Investments Institutional Services February 2008 - June 2012
Fidelity Investments Institutional Services July 2007 - February 2008
UBS Wealth Management May 2005 - December 2006
Skills
Financial Sales, Relationship Cultivation, Market Research, Investments, Mutual Funds, Series 7, 401k, Series 63, Sales Presentations, Alternative Investments, ETFs, Relationship Management, Asset Allocation, Financial Advisory, CRM, Series 6, Uniform Combined State..., Sales Finance, Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Investment Management, Retirement
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration
Continental Sales & Marketing March 2015 - Present
Toosen June 2010 - Present
MIRA Brands February 2015 - March 2015
Merk Investments August 2014 - October 2014
Lifestyle Solar November 2013 - August 2014
VIDSKIP LLC May 2011 - June 2013
MyTrickster June 2006 - May 2009
GamerGfits June 2007 - August 2008
Skills
SEO, HTML, Mobile Marketing, CMS, Web Marketing, Social Media Marketing, Google Adwords, Advertising, PPC, Online Marketing, Google Analytics, Keyword Analysis, Affiliate Marketing, Server Administration, Microsoft Excel, WordPress, Salesforce.com, Google Webmaster Tools, Constant Contact, Basecamp, Insightly, MailChimp, Reporting & Analysis, Amazon Seller Central, Amazon Marketing..., Amazon Vendor Central..., E-commerce Optimization, E-commerce Consulting, E-commerce SEO, Local Search, Local Marketing, Local Search..., PowerPoint
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
NetFortris June 2015 - Present
Merk Investments February 2014 - June 2015
JDS Group Public Relations June 2012 - February 2014
Harry K. Wong Publications July 2011 - December 2011
Roni Deutch, A Professional Tax Corporation December 2009 - June 2011
Skills
Social Media, Writing, Editing, Blogging, Research, Press Kits, Online Advertising, Public Relations, Event Planning, Corporate Events, Press Releases, Event Management, Publicity, Marketing, WordPress, Media Relations, Facebook, Public Speaking, Email Marketing, Social Networking, Online Marketing
Education
University of California, Berkeley 2005 — 2009
Bachelor's, Mass Communication
Redlands East Valley High School 2001 — 2005
High School Diploma
McGladrey August 2014 - Present
Bloomberg, LP January 2010 - August 2014
Moody's Economy.com February 2009 - December 2009
Merk Investments May 2008 - December 2008
IDEAglobal January 2005 - April 2008
Skills
Macroeconomics, Economics, Investments, Emerging Markets, Econometrics, Equities, Bonds, Investment Strategies, Capital Markets, Fixed Income, Economic Research, Bloomberg, Derivatives, Financial Markets, Quantitative Analytics, Equity Research, Hedge Funds, FX Options
Education
University of Southern California
PhD(ABD), Economics
BlackRock January 2014 - Present
Merk Investments 2010 - 2014
Merk Investments 2010 - 2011
AdRoll 2009 - 2010
EcoFlip 2007 - 2008
Fisher Investments 2005 - 2007
Skills
Marketing, Finance, Equities, Investment Strategies, Mutual Funds, Valuation, Economics, Fixed Income, Asset Allocation, Investment Management, Investments, Strategy, Financial Analysis, Series 63, Online Marketing, Wealth Management, Entrepreneurship, Business Strategy, Management, Series 7, Asset Managment, Capital Markets, Asset Management
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
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