Montgomery Asset Management

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Montgomery Asset Management Employees

Employee
Years
Job
Industry
Shelly Gore Shelly Gore San Francisco Bay Area Details
Shelly Gore's Montgomery Asset Management Experience October 2000 - October 2001
Job DBA, Project Manager, Web Design
Industry Information Technology and Services
Experience
Innovative Systems Group, Inc   August 2007 - Present
GMAC RFC Nederland B.V.   March 2007 - August 2007
ING  September 2005 - February 2007
PNM Resources - Utility   January 2003 - December 2004
Kaiser Permanente  2001 - 2003
Montgomery Asset Management   October 2000 - October 2001
Bank of America  June 1999 - September 2000
Merrill Lynch  1998 - June 1999
Mercedes-Benz USA  January 1997 - March 1998
CSCL   January 1996 - January 1997

Skills
Data Warehousing, Databases, Microsoft SQL Server, Data Modeling, SQL, Database Design, Project Management, Database Administration, Oracle, Business Intelligence, Web Design, Disaster Recovery, Team Leadership, Sybase, Business Requirements, System Administration, Search Engine Ranking, Digital Photography, CSS, Dreamweaver, XHTML, HTML, SEO, Business Systems..., ERP Implementations, Information Systems, Financial Systems..., Enterprise Systems..., ERP

Education
California State University-Chico   1987 — 1992
Bachelor of Science (B.S.), Civil Engineering

Kevin Egge Kevin Egge San Francisco, California Details
Kevin Egge's Montgomery Asset Management Experience August 1999 - December 2003
Job Business Development Leader @ IBM
Industry Information Technology and Services
Experience
IBM  June 2015 - Present
Blujack   April 2012 - June 2015
adBrite  February 2010 - April 2012
adBrite  February 2007 - February 2010
Oracle  January 2004 - February 2007
Montgomery Asset Management   August 1999 - December 2003
CompuCom  August 1998 - August 1999

Skills
Ad Exchanges, Business Development, Key Account..., Salesforce.com, Online Advertising, Ad Serving, Network Architecture, Network Security, Business Strategy, Entrepreneurship..., User Interface Design, Start-ups, Enterprise Software, E-commerce, Data Center, Strategy, Mobile Devices, Cloud Computing, Strategic Partnerships, Entrepreneurship, Management, CRM, Integration, Networking, SaaS, Product Management, Sales, Leadership

Education
University of California, Berkeley - Walter A. Haas School of Business   2010 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

University of Wisconsin-Whitewater   1994 — 1998
BBA, Computer Science

Central High School   1990 — 1994
High School

Elizabeth Hopper Elizabeth Hopper San Francisco Bay Area Details
Elizabeth Hopper's Montgomery Asset Management Experience 2001 - 2004
Job Client Manager at Kaspick & Company
Industry Investment Management
Experience
Kaspick & Company  2014 - Present
GMO, LLC  March 2004 - June 2012
Montgomery Asset Management   2001 - 2004
Thomas Weisel Partners  1998 - 2001

Skills
Mutual Funds, Asset Allocation, Series 6, Hedge Funds, Series 63, Asset Managment, Events, Key Account Management, Client Representation, FINRA, CRM, Account Management, Asset Management, Fixed Income

Education
University of California, Santa Barbara   1991 — 1995
Bachelor of Science (B.S.), Law and Society

Paul Wozniak Paul Wozniak San Francisco Bay Area Details
Paul Wozniak's Montgomery Asset Management Experience 2002 - 2003
Job
Industry Financial Services
Experience
Independent Consultant  2013 - 2014
Shott Capital Management, LLC   2003 - 2013
Montgomery Asset Management   2002 - 2003
meVC/MVC Capital; NYSE: MVC   1999 - 2002
GT Capital/GT Global/LGT Asset Management   1986 - 1999

Skills
Mutual Funds, Accounting, Leadership, Venture Capital, Private Equity, Asset Management, Start-ups, Finance, Management, Business Development, Alternative Investments, Equities, Hedge Funds, Valuation, Portfolio Management, Financial Services

Education
University of Scranton   1982 — 1986
Bachelor of Science, Accounting and Business Management

Saint Peter's Preparatory School   1978 — 1982

Andrew Pratt Andrew Pratt San Francisco Bay Area Details
Andrew Pratt's Montgomery Asset Management Experience 1993 - 2002
Job Wealth Manager at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management  August 2006 - Present
Fairlead Financial Advisors   2003 - 2006
Montgomery Asset Management   1993 - 2002
Fidelity Investments  1983 - 1988

Skills
Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Wealth Management, Equity Research, Client Service, Trading, Financial Services, Equities, Investment Management, Asset Management, Investment Advisory, Hedge Funds, Mutual Funds, Securities

Education
Boston College - Wallace E. Carroll Graduate School of Management   1987 — 1989
MSF, Finance

University of Wisconsin-Madison - School of Business   1977 — 1981
BBA, Finance and Economics

Renate Devin Renate Devin Greater Boston Area Details
Renate Devin's Montgomery Asset Management Experience April 1994 - March 1996
Job Founder and Owner of Boston School of Etiquette
Industry Education Management
Experience
Boston School of Etiquette   April 2006 - Present
Putnam Investments  May 1998 - September 1999
Warburg Pincus Asset Management  April 1996 - May 1998
Montgomery Asset Management   April 1994 - March 1996
Merrill Lynch  January 1992 - March 1994

Skills
Social Networking, Personal Branding, Marketing, Training, Program Management, Entrepreneurship, Leadership Development, Social Media Marketing

Education
American School of Protocol
Etiquette Consultant

International School of Protocol
Certified Etiquette Consultant

State University of New York at New Paltz
Bachelor of Arts (BA), Communication and Media Studies

Jill Bourque Jill Bourque San Francisco, California Details
Jill Bourque's Montgomery Asset Management Experience 1993 - 1995
Job Founder & CEO, RushTix
Industry Internet
Experience
RushTix   January 2014 - Present
Humanities West  January 2015 - Present
Marines' Memorial Theatre   March 2014 - Present
Jill Bourque Presents   April 1999 - Present
Paiz Public Relations   April 1997 - August 2011
Fremont Investment Advisors  1995 - 1997
Montgomery Asset Management   1993 - 1995
Govett Asset Management   1992 - 1994
GT Global  1990 - 1992

Skills
Digital Strategy, Entrepreneurship, Start-ups, Social Media, Strategy, Public Relations, Strategic Communications, Media Relations, Social Media Marketing, Public Speaking, Online Marketing, Marketing, Interviews, Publicity, Communication Training, Brand Development, CRM, Spokesperson, Corporate Communications, Finance, Social Networking, Brand Awareness

Education
California State Polytechnic University-Pomona   1986 — 1990
Bachelor of Science

Flora Cheung Flora Cheung San Francisco, California Details
Flora Cheung's Montgomery Asset Management Experience 1996 - 1998
Job Financial and Accounting Professional
Industry Investment Management
Experience
The Garage Society   March 2015 - Present
Union Bank  February 2014 - March 2015
Allianz Asset Management  1999 - 2013
Montgomery Asset Management   1996 - 1998
Preview Travel (now Expedia)   1995 - 1996
Envision, division of UMAX   1994 - 1995
Novogradac & Company LLP  1991 - 1993

Skills
Accounting, Finance, Financial Modeling, Strategic Financial..., Financial Analysis, Investments, Asset Management, Business Analysis, Corporate Finance, Alternative Investments, Budgets and forecasting, Financial Accounting, Cost Accounting, Business Profitability, Fixed Assets, Partnership Taxation, Held Series 28 License, Cost Control, Real Estate Development, Hyperion Planning, Hyperion Essbase, SAP BI, SmartView Add on, Reorganisation, Partnership Accounting, Mutual Funds, Corporate FP&A, Financial Audits, GAAP technical research, Month End Close

Education
Golden Gate University
Bachelor of Science (BS), Accounting

Golden Gate University
Master of Science, Taxation

Greg Hernandez Greg Hernandez Healdsburg, California Details
Greg Hernandez's Montgomery Asset Management Experience 1999 - 2003
Job Freelance Project Manager
Industry Design
Experience
Freelance  2015 - Present
Odopod, A Nurun Company  2010 - 2014
Avistar   2010 - 2010
Elegrity  2008 - 2009
Horsley Bridge Partners  2006 - 2008
Planned Parenthood Mar Monte  2004 - 2006
Montgomery Asset Management   1999 - 2003

Skills
Information Architecture, Project Management, Digital Marketing, Strategy, Cross-functional Team..., CRM, Management, Software Documentation, Integration, Software Development, Mobile Applications, Budgets, Training, Data Center, User Experience, Change Management, Interaction Design, Web Design, Content Strategy, Digital Strategy, Mobile Devices, User Experience Design

Education
University of California, Berkeley
Certificate

Enforex - Spain
Certificate

San Francisco State University
Bachelors

Megan Fielding Megan Fielding San Francisco Bay Area Details
Megan Fielding's Montgomery Asset Management Experience 1997 - 1999
Job Impact Investing and Philanthropic Capital
Industry Financial Services
Experience
Destino Advisors   May 2014 - Present
MicroPlace, an ebay/PayPal company   2009 - April 2014
HRJ Capital  2007 - December 2008
Bank of America  2003 - 2007
Robertson Stephens  2000 - 2002
Montgomery Asset Management   1997 - 1999
J & W Seligman & Co., Inc   1995 - 1997
Oppenheimer Capital  1987 - 1994

Skills
Investments, Business Development, Entrepreneurship, Venture Capital, Financial Services, Emerging Markets, Microfinance, Asset Managment, Fundraising, Corporate Social..., Private Equity, Strategic Communications, Strategy, Alternative Investments, Leadership, Strategic Partnerships, Asset Allocation, Fixed Income, Asset Management, Due Diligence, Investment Management, Mutual Funds, Executive Management, Portfolio Management, New Business Development, Investment Strategies, Mergers & Acquisitions, Public Speaking, Negotiation, Corporate Finance, Financial Modeling, Start-ups, Economics, Corporate Development, Investment Banking, Equities, Investment Advisory, Wealth Management, Social Impact, Investor Relations, Valuation, Financial Analysis, Business Strategy, Banking, Hedge Funds, Capital Markets, Strategic Leadership, Socially Responsible..., Social Entrepreneurship, Management

Education
University of San Francisco
Master's Degree, International Studies

Wheaton College
Bachelor's Degree, Economics

Richard Close Richard Close Greater Nashville Area Details
Richard Close's Montgomery Asset Management Experience March 1994 - January 1996
Job Managing Director, Canaccord Genuity Group, Inc.
Industry Investment Banking
Experience
Canaccord Genuity Group Inc.  May 2015 - Present
TN HIMSS   2009 - Present
Avondale Partners, LLC  May 2011 - April 2015
Jefferies & Company  October 2003 - December 2010
SunTrust Robinson Humphrey  August 2001 - September 2003
SunTrust Equitable Securities  January 1998 - July 2001
Equitable Securities   February 1996 - December 1997
Montgomery Asset Management   March 1994 - January 1996

Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis

Education
Rochester Institute of Technology   1987 — 1991
Bachelor's of Science, Economics

Rhoda Rossman Rhoda Rossman San Francisco Bay Area Details
Rhoda Rossman's Montgomery Asset Management Experience January 1995 - January 1996
Job Investment Management Professional
Industry Investment Management
Experience
Matthews Asia Funds   2006 - Present
PMI Group, Inc   January 1997 - February 2010
Montgomery Asset Management   January 1995 - January 1996
Wells Fargo Bank, Investment Management Group   January 1993 - January 1995
RCM Capital Management  January 1987 - January 1993
Benham Capital Management   January 1985 - January 1987
AMBAC Municipal Bond Insurance   January 1983 - January 1985

Skills
Fixed Income, Portfolio Management, Bonds, Investments, Capital Markets, Asset Allocation, Municipal Bonds, Mutual Funds, Alternative Investments, Trading, Insurance, Board of Directors, Credit Risk, Risk Management, Financial Analysis, Credit Analysis, Private Equity, Financial Risk, Investment Management, Strategic Financial..., Equities, Credit, Asset Management

Education
Syracuse University - Maxwell School   1981 — 1983
M.P.A., Public Finance

Michigan State University   1977 — 1981
B.S, Public Affairs Management

Frédérique Clay Frédérique Clay San Francisco Bay Area Details
Frédérique Clay's Montgomery Asset Management Experience 1998 - 2000
Job Creative Director at RS Investments
Industry Financial Services
Experience
RS Investments  December 2012 - Present
FMC Creative   July 2012 - Present
BlackRock  October 2005 - November 2011
Morgan Stanley  December 2002 - April 2005
Barclays Global Investors  February 2000 - July 2002
Montgomery Asset Management   1998 - 2000
JWT  June 1993 - June 1996

Skills
Branding & Identity, Brand Implementation, Art Direction, Magazine Design, Creative Services, Project Management, Corporate Communications, Concept Development, Press Checks, Adobe Creative Suite, Negotiation, Communication Design, Visual Identity Systems, Brand Development, Graphic Design, Management, Typography, Creative Direction, Direct Mail, Web Development, Strategic Communications, Web Design, Dreamweaver, Graphics, Marketing Communications, Email Marketing, Strategy, Publications, Brochures, Collateral, Copywriting, Marketing Strategy, Corporate Branding, Creative Strategy, Information Graphics, Corporate Identity, HTML, Leadership, User Interface Design, Interaction Design, Direct Marketing, Logo Design, Marketing

Education
The Art Institute of California-San Diego

Sarah Slayen Sarah Slayen San Francisco Bay Area Details
Sarah Slayen's Montgomery Asset Management Experience July 1999 - July 2000
Job Director, Corporate Counsel at Viavi Solutions
Industry Law Practice
Experience
Viavi Solutions  May 2011 - Present
Latham & Watkins  October 2004 - April 2011
Sun Microsystems  June 2002 - August 2002
Morrison & Foerster LLP  July 2000 - July 2001
Montgomery Asset Management   July 1999 - July 2000

Education
University of California, Hastings College of the Law   2001 — 2004
J.D., Law

Claremont McKenna College   1995 — 1999
B.A., Government & International Relations

Alena Anderson Alena Anderson San Francisco Bay Area Details
Alena Anderson's Montgomery Asset Management Experience January 1995 - August 2000
Job Marketing Specialist
Industry Marketing and Advertising
Experience
Kaiser Permanente  September 2011 - Present
Deloitte  April 2010 - June 2011
Insphere Insurance and AAA   January 2009 - April 2010
RS Investments  June 2001 - December 2008
Morgan Stanley  September 2000 - April 2001
Montgomery Asset Management   January 1995 - August 2000

Skills
Marketing Communications, Marketing Management, Direct Marketing, Marketing, Marketing Strategy, Email Marketing, Market Research, Digital Marketing, Integrated Marketing, Strategic Planning, Online Advertising, Analytics, Advertising, Product Marketing, Public Relations, Social Media Marketing, Business Development, Budgets, Creative Direction, Project Management, Strategy, Competitive Analysis, Online Marketing

Education
San Diego State University-California State University   1988 — 1993
B.S.

Sharon Lexa Galvin Gutierrez, CFA Sharon Lexa Galvin Gutierrez, CFA San Francisco Bay Area Details
Sharon Lexa Galvin Gutierrez, CFA's Montgomery Asset Management Experience April 1995 - June 1997
Job Relationship Management at Commonfund
Industry Nonprofit Organization Management
Experience
Commonfund  July 2012 - Present
Leukemia & Lymphoma Society Team in Training   May 2005 - October 2014
Broadbill   October 2010 - January 2012
Bank of America/Merrill Lynch  February 2006 - October 2010
New World Asset Management   September 2004 - September 2005
Montgomery Asset Management   April 1995 - June 1997
Stratford Advisory Group  January 1992 - March 1995
Larrabee Ventures, Inc.   June 1989 - October 1990
Roxbury Capital Management  June 1987 - June 1989
Mechanics Bank  January 1985 - June 1986

Skills
Investments, Portfolio Management, Finance, Asset Allocation, Analysis, Hedge Funds, Program Management, Fundraising, Financial Modeling, Strategic Planning, Marketing, Training, Mergers & Acquisitions, Financial Analysis, Project Management, Public Speaking, Budgets, New Business Development, Asset Management, Risk Management, Research, Sales, Business Development, Due Diligence, Alternative Investments, Accounting, Budget, Access, Microsoft Excel, Nonprofits, Foundations, Endowments, Private Equity, Management, Valuation

Education
Clark University   1985 — 1987
MBA, Marketing

Clark University   1982 — 1986
BA, Mathematics

Andrew Fisher, CFA, CPA Andrew Fisher, CFA, CPA San Francisco Bay Area Details
Andrew Fisher, CFA, CPA's Montgomery Asset Management Experience June 1998 - May 2000
Job Crossborder financial advisor, global investor, international tax and wealth planner, learning to lead and inspire
Industry Investment Management
Experience
Maxim Global Wealth Advisors   October 2005 - Present
Chinook Capital Management   September 2002 - October 2005
Advanced Telcom Group  August 2000 - July 2002
Montgomery Asset Management   June 1998 - May 2000
DLJ / HSBC   May 1997 - June 1998
PriceWaterhouseCoopers  August 1994 - May 1997

Skills
Global Investing, Retirement Planning, Strategic Financial..., Real Estate, Estate Planning, Insurance, Investments, Financial Services, Banking, Finance, Equities, Portfolio Management, Wealth Management, Hedge Funds, Mergers & Acquisitions, Asset Management, Financial Planning

Education
California Polytechnic State University-San Luis Obispo   1989 — 1994
BS, Finance & Spanish

Joseph Cuenco, CFA Joseph Cuenco, CFA San Francisco Bay Area Details
Joseph Cuenco, CFA's Montgomery Asset Management Experience September 2000 - December 2001
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

Eleanor Bigelow Eleanor Bigelow San Francisco Bay Area Details
Eleanor Bigelow's Montgomery Asset Management Experience 1995 - 1997
Job Consultant at Webster Pacific, LLC
Industry Financial Services
Experience
Webster Pacific, LLC  2011 - Present
UBS Private Wealth Management  2000 - 2002
Roberston Stephens   1997 - 2000
Montgomery Asset Management   1995 - 1997
Volpe Welty   1993 - 1995

Education
University of California, Berkeley
Bachelor of Arts, English Literature

Ingrid Sperow Ingrid Sperow San Francisco Bay Area Details
Ingrid Sperow's Montgomery Asset Management Experience December 1997 - September 2001
Job Executive Administrator
Industry Executive Office
Experience
Comunita' Italiana USA   September 2010 - Present
Greco Granite   January 2002 - March 2014
Tailored Benefits, Inc.   2004 - 2005
Hultquist Capital LLC   October 2001 - September 2002
Montgomery Asset Management   December 1997 - September 2001

Skills
Office Administration, Organizational..., Event Management, Start-ups, Small Business, Customer Service, Administration, Event Planning, Microsoft Office, Negotiation, Writing, Social Media, Problem Solving, Word, English, Outlook, Contract Negotiation, Social Networking, Editing, Scheduling, Facebook, Due Diligence, Project Management, System Administration, Human Resources, Microsoft Word, Time Management, Process Scheduler, Public Relations, Research

Education
University of California, Los Angeles   1987 — 1989
BA, Art History, History, Language

University of California, Santa Barbara   1985 — 1987
Bachelor's Degree, undergraduate studies

Leslie Lukesh Leslie Lukesh United States Details
Leslie Lukesh's Montgomery Asset Management Experience March 1995 - December 1997
Job Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  April 2009 - Present
Barclays Global Investors  September 2008 - November 2008
Delta Dental of California  November 2001 - August 2008
HRchitect  October 2000 - August 2001
Symphoni Interactive  January 1998 - September 2000
Montgomery Asset Management   March 1995 - December 1997
Barclays Global Investors  January 1991 - March 1995

Education
Saint Mary's College of California   1998 — 2000
MBA

University of California, Berkeley   1985 — 1989

Steve Wourgiotis Steve Wourgiotis Greater Boston Area Details
Steve Wourgiotis's Montgomery Asset Management Experience September 1999 - October 2001
Job Managing Principal at Korn Ferry
Industry Management Consulting
Experience
Korn Ferry  April 2015 - Present
BTS  February 2013 - April 2015
BTS  2006 - 2012
The Better Business Works   2002 - August 2006
Montgomery Asset Management   September 1999 - October 2001
Banc of America Securities  July 1996 - September 1999

Skills
Marketing Strategy, Strategy, Negotiation, Consulting, Leadership, Non-profits, Business Strategy, Management Consulting, Change Management, Project Management, Team Building, Coaching, Business Development, Entrepreneurship, Leadership Development, Management, Vendor Management, Organizational..., Budgets, Telecommunications

Education
University of California, Berkeley   2000 — 2002
MBA

University of New Hampshire   1991 — 1997
B.A.

Oyster River High school   1988 — 1991
High School

Amie Yudice Amie Yudice San Francisco Bay Area Details
Amie Yudice's Montgomery Asset Management Experience 2000 - 2002
Job Recruiter
Industry Staffing and Recruiting
Experience
Restoration Hardware  July 2015 - Present
Insight Recruiting   May 2014 - July 2015
Axis Appraisal Management Solutions, Inc.   June 2013 - May 2014
InterCall  February 2012 - June 2013
Plum District  October 2010 - December 2011
Montgomery Asset Management   2000 - 2002

Skills
Salesforce.com

Education
San Francisco State University
Bachelor of Arts (B.A.), Technical Writing, Marketing Emphasis

University of Arizona

Mark B. Sullivan Mark B. Sullivan Greater Boston Area Details
Mark B. Sullivan's Montgomery Asset Management Experience September 1993 - May 1999
Job Relationship and Sales Executive
Industry Investment Management
Experience
The Bank of New York Mellon  September 2006 - June 2014
Financial Research Corp   September 2003 - March 2006
Charles Schwab  February 2002 - August 2003
PayPal  January 1999 - February 2002
Montgomery Asset Management   September 1993 - May 1999
The Boston Company Asset Management, LLC  1988 - 1993

Skills
New Business Development, Sales, Business Strategy, Financial Analysis, Fund Accounting, Market Research, Start-ups, Management, Business Development, Product Development, Global Custody, Strategic Partnerships, Banking, Strategy, Finance, Competitive Analysis, Asset Management, Investments, Relationship Management, Financial Services, Mutual Funds, Equities, 401k, Fixed Income

Education
Bentley University
BS, Economics-Finance

Suffolk University
Certified Financial Planning, Financial Planning and Services

Michael Gill Michael Gill San Francisco, California Details
Michael Gill's Montgomery Asset Management Experience November 2000 - November 2001
Job Strategy | Execution | Business Development
Industry Venture Capital & Private Equity
Experience
Quri  2014 - Present
RPX   2011 - 2014
RPX   2011 - 2014
Samsung  2009 - 2011
BlackRock  May 2003 - August 2007
American Express, Workadia   2001 - 2003
Montgomery Asset Management   November 2000 - November 2001
Smith Breeden Associates  May 1999 - November 2000

Skills
Strategy, Business Strategy, Hedge Funds, Private Equity, Analytics, Financial Modeling, Business Development, Corporate Development, Competitive Analysis, Fixed Income, Entrepreneurship, Strategic Consulting, Quantitative Analytics, Mergers & Acquisitions

Education
The University of Chicago Booth School of Business (MBA), Duke University (AB)

Duke University
Bachelor’s Degree

The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)

University of California, Berkeley

Doug Bontemps Doug Bontemps San Francisco Bay Area Details
Doug Bontemps's Montgomery Asset Management Experience July 2000 - December 2001
Job Managing Director, Corporate Finance at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank  September 2008 - Present
Citibank  September 2005 - August 2008
Montgomery Asset Management   July 2000 - December 2001
Moodys Investor Services  June 1997 - June 2000
Bank of America  August 1983 - June 1997

Skills
Debt, Capital Markets, Financial Analysis, Credit Analysis, Financial Modeling, Capital Structure, International, Software, Internet Strategy, Social Media, Digital Media, eCommerce, Mobile Applications, Enterprise Software, Internet Advertising, Corporate Finance, Financial Risk

Education
University of California, Los Angeles   1979 — 1983
BA, Economics

Miramonte High School   1975 — 1979

Heidi Ridley Heidi Ridley San Francisco Bay Area Details
Heidi Ridley's Montgomery Asset Management Experience 1991 - 2001
Job Global Chief Operating Officer at AXA Rosenberg
Industry Investment Management
Experience
AXA Rosenberg  2003 - Present
Montgomery Asset Management   1991 - 2001

Education
UC Berkeley   1987 — 1990
Economics

David Quinonez David Quinonez Modesto, California Details
David Quinonez's Montgomery Asset Management Experience June 2000 - March 2003
Job Commercial Real Estate Broker at NAI Benchmark
Industry Real Estate
Experience
NAI Benchmark  October 2010 - Present
Sentinel Rock Realty Trust   April 2010 - October 2010
Coldwell Banker Vinson Chase   September 2004 - April 2010
Charles Schwab  March 2003 - September 2004
Montgomery Asset Management   June 2000 - March 2003

Skills
Investment Properties, Real Estate Transactions, Real Estate Development, Real Estate, Commercial Real Estate, Property Management, Investments, Management

Education
UC Davis   1994 — 2000
Bachelor of Science (BS), Mathematics

UC Davis   1994 — 2000
Bachelor of Arts (B.A.), Economics

Brian Mikalis Brian Mikalis San Francisco Bay Area Details
Brian Mikalis's Montgomery Asset Management Experience 1997 - 1998
Job SVP, Monetization & MidMarket Sales at Pandora
Industry Online Media
Experience
Pandora  February 2012 - Present
Pandora  February 2009 - February 2012
AdReady, Inc   July 2007 - January 2009
AOL, Inc  December 1998 - July 2007
Robertson Stephens  1998 - 1998
Montgomery Asset Management   1997 - 1998

Skills
Online Advertising, Mobile Advertising, Strategic Planning, Radio Advertising, Business Analysis, Yield Management, Advertising, Digital Media, Behavioral Targeting, Consultative Selling, Strategic Partnerships, Advertising Sales, Ad Serving, Interactive Marketing, Mobile Marketing, Online Marketing, Digital Marketing, Digital Strategy, P&L Management, Monetization, Direct Marketing, New Business Development, Mobile, Revenue Management, Mobile Applications, Sales Management, Product Development, Strategy, Marketing, Business Development, Mobile Devices, Selling

Education
Saint Marys College of California   2004 — 2006
MBA

University of California at Santa Barbara   1993 — 1997
Bachelor, Economics - Accounting Emphasis

Brad Kidwell Brad Kidwell Englewood, Colorado Details
Brad Kidwell's Montgomery Asset Management Experience 1989 - 2000
Job Option Portfolio Manager at Sheridan Options Mentoring
Industry Financial Services
Experience
Sheridan Options Mentoring  2000 - Present
Montgomery Asset Management   1989 - 2000
Dean Witter Reynolds  1986 - 1989

Education
University of California, Los Angeles
Bachelor's degree, Economics

Erik Greupner Erik Greupner Greater San Diego Area Details
Erik Greupner's Montgomery Asset Management Experience December 2001 - January 2003
Job at San Diego Padres
Industry Sports
Experience
San Diego Padres  December 2010 - Present
Gibson, Dunn & Crutcher LLP   June 2003 - December 2010
U.S. Court of Appeals, Ninth Circuit   August 2003 - November 2003
Montgomery Asset Management   December 2001 - January 2003
Scudder Weisel Capital LLC   October 2000 - June 2001
Goldman Sachs  May 1999 - September 2000

Education
University of San Diego School of Law   2001 — 2004
J.D., magna cum laude, Law

Wheaton College   1993 — 1997
B.A., cum laude, Philosophy and Communications

Aaron Rabideau Aaron Rabideau San Francisco Bay Area Details
Aaron Rabideau's Montgomery Asset Management Experience May 2001 - November 2003
Job Presentation Strategy and Design at Salesforce
Industry Graphic Design
Experience
Salesforce  April 2015 - Present
Consulting  September 2013 - April 2015
Salesforce  April 2013 - June 2013
Facebook  February 2012 - March 2013
Pandora  May 2011 - February 2012
Various Contract Positions  October 2008 - February 2011
AMB Corporation   August 2010 - December 2010
Creative Circle  2007 - 2009
Lumetra  December 2003 - November 2008
Montgomery Asset Management   May 2001 - November 2003

Skills
InDesign, Photoshop, PowerPoint, Keynote, Presentation Design, Designing Marketing..., Marketing Strategy, Vertical Marketing, Presentation Production, Presentation Coaching, word template, PowerPoint development, Training Manuals, Sales Presentations, Corporate Sales..., Graphic Presentations, Information Graphics, Graphic Design, Template Creation, Word templates, Client Presentation, Mac, Corporate Identity, Graphics, Corporate Branding

Education
San Francisco State University
Bachelor of Arts, Cinema Studie, Emphasis on Writing and Directing

David Whittall David Whittall San Francisco, California Details
David Whittall's Montgomery Asset Management Experience August 1994 - May 2001
Job Partner, Head of Equity Strategies at Fiduciary Research & Consulting LLC
Industry Investment Management
Experience
Fiduciary Research & Consulting LLC   2011 - Present
Guggenheim (Rydex/Security Global Investors)   February 2004 - April 2011
HSBC  January 2003 - February 2004
JPMorgan Chase & Co.   May 2001 - October 2002
Montgomery Asset Management   August 1994 - May 2001
Smith Barney Asia Inc.   April 1994 - August 1994
Baring Securities (HK) Limited   January 1991 - April 1994

Skills
Hedge Funds, Equities, Investment Management, Investment Strategies, Asset Management, Portfolio Management, Financial Modeling, Investments, Investment Advisory, Equity Research, Emerging Markets, Asset Allocation, Alternative Investments, Fixed Income, Private Equity, Valuation, Bloomberg, Capital Markets, Derivatives, Business Strategy

Education
University of California, Berkeley
Bachelor's degree, Asian Studies

Beijing Normal University   1987 — 1988
Chinese Language and Literature

Wendy Higgins Wendy Higgins San Francisco Bay Area Details
Wendy Higgins's Montgomery Asset Management Experience 1999 - 2003
Job at
Industry Health, Wellness and Fitness
Experience
ArjoHuntleigh  May 2014 - Present
Bar Method East Bay   May 2010 - Present
Be Messy, LLC   August 2005 - December 2007
Wells Capital Management  March 2003 - March 2004
Montgomery Asset Management   1999 - 2003

Education
California State University-Chico

James Reinmiller James Reinmiller Sacramento, California Area Details
James Reinmiller's Montgomery Asset Management Experience September 1998 - September 1999
Job Attorney State Compensation Insurance Fund
Industry Law Practice
Experience
State Compensation Insurance Fund  November 2014 - Present
Victim Compensation and Government Claims Board   November 2008 - Present
Victim Compensation and Government Claims Board   March 2008 - November 2008
Remx Office Staff   February 2007 - December 2007
Jalmar Properties   October 2006 - February 2007
Law Offices of Marlo Van Oorschot   February 2006 - October 2006
Law Offices of Lugar & Pohl   September 2004 - December 2005
SoftCoin, Inc.   December 2000 - December 2002
Fritz Companies  September 1999 - December 2000
Montgomery Asset Management   September 1998 - September 1999

Skills
Contract Negotiation, Legal Research, Litigation, Civil Litigation, Policy, Human Resources, Trials, Government, Legal Issues, Arbitration, Mediation, Process Improvement, Legal Advice, Dispute Resolution, Hearings, Courts, Appeals, Trial Practice, Alternative Dispute..., Employment Law, Document Review, Corporate Governance, Claim, Administrative Law, Motions, Depositions

Education
Thomas Jefferson School of Law   2003 — 2005
Juris Doctorate

California State University-Chico   1990 — 1992
B.S.

University of Nevada-Reno

Brad Kidwell Brad Kidwell Greater Denver Area Details
Brad Kidwell's Montgomery Asset Management Experience August 1989 - December 2000
Job Portfolio Manager
Industry Investment Management
Experience
Independent Consultant (Self Employed)   January 2000 - Present
Montgomery Asset Management   August 1989 - December 2000
Morgan Stanley Dean Witter  March 1984 - August 1989

Skills
Strategic Planning, Business Development, Leadership, New Business Development, Customer Service, Strategy, Investments, Start-ups, Business Strategy, Due Diligence, Technical Analysis, Fixed Annuities, Asset Management, Options, Equities, Trading, Hedge Funds, Wealth Management, Alternative Investments, Equity Research, Accounting, Derivatives, Portfolio Management

Education
University of California, Los Angeles   1975 — 1980
Bachelor's degree, Economics

Vassilis Dagioglu Vassilis Dagioglu San Francisco, California Details
Vassilis Dagioglu's Montgomery Asset Management Experience June 1998 - August 1998
Job Managing Director | Portfolio Manager | Head of Asset Allocation Portfolio Management
Industry Investment Management
Experience
Mellon Capital (BNY Mellon Investment Management)   July 1999 - Present
Montgomery Asset Management   June 1998 - August 1998
IBM Global Services/Datablue   1994 - 1997
Sybase Products Hellas   1993 - 1994

Skills
Investment Management, Derivatives, Global Macro, Asset Management, Alternative Investments, Portfolio Management, Currency, Bonds, Equities, Hedge Funds, Fixed Income, Quantitative Analytics, Asset Allocation, Mutual Funds, Pension Funds, ETFs, Investments, Capital Markets, Options

Education
University of California, Berkeley, Haas School of Business   1997 — 1999
Master of Business Administration (MBA)

Ethnikon kai Kapodistriakon Panepistimion Athinon   1990 — 1994
Bachelors in Science

Eniaio Polykladiko Lykeio Aigaleo (High School)   1987 — 1990
High School Diploma

Damon Nelson Damon Nelson San Francisco Bay Area Details
Damon Nelson's Montgomery Asset Management Experience March 1997 - May 2003
Job Investment Counselor at Fisher Investments
Industry Investment Management
Experience
Fisher Investments  March 2004 - Present
Montgomery Asset Management   March 1997 - May 2003
American Express Financial Advisors  February 1994 - June 1996

Education
University of California, Davis   1988 — 1993
BS, Managerial Economics

Pete Greenley Pete Greenley San Francisco Bay Area Details
Pete Greenley's Montgomery Asset Management Experience 1998 - 2000
Job Executive Communications Professional at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo - Community Banking   2011 - Present
Wells Fargo Funds Management  2007 - 2010
newsPRos and Reed Smith LLP   2004 - 2007
AXA Financial  2002 - 2004
Kalt, Rosen & Co.   2001 - 2002
Montgomery Asset Management   1998 - 2000
The Lindner Funds   1995 - 1998
Pet Incorporated  1994 - 1995

Skills
Media Relations, Corporate Communications, Internal Communications, Marketing Communications, Strategic Communications, Public Relations, Financial Services, Social Media, Press Releases, Marketing, Strategic Planning, Series 7, Crisis Communications, Investments, Speech Writing, Social Media Marketing, Mutual Funds, Integrated Marketing, Event Planning, Thought Leadership, Banking, Executive-level..., Product Marketing, Communication Training, Publications

Education
Purdue University
BA, Communications

Rajesh Varma Rajesh Varma Greater Chicago Area Details
Rajesh Varma's Montgomery Asset Management Experience December 1997 - November 2000
Job Cofounder at Cognitek Holdings
Industry Renewables & Environment
Experience
Cognitek Holdings   October 2009 - Present
Varma Gestion   June 2009 - Present
Carmignac Gestion   December 2002 - June 2009
Eurazeo   December 2000 - November 2002
Montgomery Asset Management   December 1997 - November 2000
Ki Pacific Asset Management   September 1993 - August 1997
Arral Associates   October 1991 - September 1993
Fidelity Investments  October 1988 - September 1991

Skills
Emerging Technologies, Equities, Investments, Hedge Funds, Private Equity, Capital Markets, Venture Capital, Investment Banking, Alternative Investments, Asset Managment, Portfolio Management, Emerging Markets, Valuation, Financial Modeling, Financial Analysis, Financial Markets, Cleantech, Trading, Due Diligence, Corporate Finance, Derivatives, Renewable Energy, Asset Management

Education
University of Michigan - Stephen M. Ross School of Business   1986 — 1988
MBA

University of Michigan   1983 — 1986
BSE

South Island School

Tony Basso Tony Basso San Francisco Bay Area Details
Tony Basso's Montgomery Asset Management Experience October 1997 - May 1999
Job Executive Director at Champion Summer Camp
Industry Individual & Family Services
Experience
Champion Summer Camp   September 2008 - Present
Decathlon Sports Club  June 2007 - August 2008
QuinStreet  July 2005 - June 2007
Boston Private Financial Holdings  September 2002 - July 2005
Siebel Systems  December 2000 - August 2002
Business Bot Software   May 1999 - December 2000
Montgomery Asset Management   October 1997 - May 1999

Education
University of California, Berkeley - Walter A. Haas School of Business   2003 — 2005
MBA

University of California, Los Angeles   1993 — 1997
BS, Economics

Geoff Stubson Geoff Stubson San Francisco Bay Area Details
Geoff Stubson's Montgomery Asset Management Experience 2000 - 2002
Job CFO ARES Project Management
Industry Computer Software
Experience
ARES Project Management LLC  January 2011 - Present
ARES Corporation  February 2008 - December 2010
ARES Corporation  February 2005 - January 2008
Redwood Trust  March 2003 - February 2005
Advent Software  July 2002 - April 2003
Montgomery Asset Management   2000 - 2002

Skills
Business Strategy, Financial Modeling, SaaS, Business Development, Analysis, Business Process..., Risk Management, Process Improvement, Salesforce.com, Management, Strategic Financial..., Mergers & Acquisitions, Strategy, Financial Analysis, Project Management, Executive Management, CRM, Finance, Capital Markets, Venture Capital, Investments, Financial Planning, Cash Management, Fixed Income Analysis, M&A Modeling, Cognos, Equity Valuation, Private Equity, Pricing Strategy, Competitive Analysis, Analytics, Market Analysis, NetSuite, Cloud Computing, Enterprise Software, Leadership, Strategic Planning, Project Planning, Cross-functional Team..., Financial Reporting, Forecasting, Strategic Partnerships, Due Diligence, Start-ups, Xactly, HubSpot, Deltek, SQL, Crystal Reports, Google Docs

Education
Santa Clara University   2005 — 2007
MBA

University of Michigan   1998 — 2000
Bachelor’s Degree

Gene Swanzey Gene Swanzey Washington D.C. Metro Area Details
Gene Swanzey's Montgomery Asset Management Experience 2000 - 2003
Job Senior Managing Director, Chief Operating Officer at Five Bridges Advisors, LLC
Industry Financial Services
Experience
Five Bridges Advisors, LLC  July 2008 - Present
Friedman, Billings, Ramsey   July 2003 - June 2008
Montgomery Asset Management   2000 - 2003
Fidelity Investments  1998 - 2000

Skills
Trading, Valuation, Portfolio Management, Real Estate, Risk Management, Financial Structuring, ABS, Capital Markets, Mortgage Lending, Financial Modeling, Equities, Derivatives, Private Equity, Management, Due Diligence, Fixed Income, Asset Allocation, Financial Analysis, Mergers & Acquisitions, Alternative Investments, Series 63, Series 7, Securities, Mutual Funds, Corporate Finance, Data Analysis, Equity Research, Residential Mortgages, Investment Advisory, Investment Banking, Bloomberg, Venture Capital, Financial Services, Investments, Hedge Funds, Investment Management, Asset Management, Loan Origination, Analytics, Investment Strategies

Education
Boston College   1994 — 1998

George Rokas, CFA George Rokas, CFA San Francisco Bay Area Details
George Rokas, CFA's Montgomery Asset Management Experience October 1997 - December 1998
Job Vice President, Portfolio Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management  January 1999 - Present
Montgomery Asset Management   October 1997 - December 1998
HighMark Capital Management  June 1990 - September 1997

Education
University of California, Berkeley   1986 — 1990
BS, Finance

Chartered Financial Analyst

Chip Ridley, CFA Chip Ridley, CFA San Francisco Bay Area Details
Chip Ridley, CFA's Montgomery Asset Management Experience 1994 - 1999
Job Managing Director at Artisan Partners
Industry Financial Services
Experience
Artisan Partners  June 2006 - Present
Grantham, Mayo, Van Otterloo & Company   October 1999 - June 2006
Montgomery Asset Management   1994 - 1999
United States Navy  1984 - 1993

Skills
Equities, Strategy, Emerging Markets, Business Development, Management, Alternative Investments, Investment Management, Asset Management, Asset Allocation, Investment Strategies, Investments, Mutual Funds

Education
CFA Institute   1994 — 1996
Chartered Financial Analyst (CFA), Investments and Securities

Mississippi State University - College of Business and Industry   1990 — 1992
MBA, Finance, 4.0

Duke University   1980 — 1984
AB, Economics

Todd Alexander, FRM Todd Alexander, FRM Greater New York City Area Details
Todd Alexander, FRM's Montgomery Asset Management Experience February 1999 - May 2001
Job Director, Trader at Swiss Re
Industry Financial Services
Experience
Swiss Re  September 2011 - Present
Galileo Weather Risk Management   July 2010 - September 2011
Swiss Re, Financial Products  January 2009 - July 2010
Taliesin Advisors   October 2008 - April 2010
Swiss Re, Financial Products  January 2007 - January 2009
XL Financial Solutions   September 2002 - December 2006
Aquila Energy  June 2001 - July 2002
Montgomery Asset Management   February 1999 - May 2001

Skills
Quantitative Finance, ALM, Reinsurance, Financial Engineering, Derivatives, Structured Products, Risk Management, Financial Modeling, Structuring, Enterprise Risk..., Financial Structuring, Asset Allocation, Portfolio Management, Fixed Income, Hedging, Financial Risk, Capital Markets, Structured Finance, Trading

Education
Carnegie Mellon University   1996 — 1998
ABD, Pure and Applied Logic

Grinnell College   1992 — 1996
BA, Mathematics

Sycamore High School   1984 — 1988
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Daniel Kern Daniel Kern Greater Boston Area Details
Daniel Kern's Montgomery Asset Management Experience 1995 - 2003
Job President of Advisor Partners
Industry Investment Management
Experience
Advisor Partners   August 2011 - Present
Charles Schwab Investment Management  October 2008 - July 2011
Charles Schwab & Co.   2003 - September 2008
Montgomery Asset Management   1995 - 2003

Skills
Alternative Investments, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Hedge Funds, Investment Management, Asset Allocation, Equities, Valuation, Asset Management, Management, Securities, Fixed Income, Portfolio Management, Finance, Financial Modeling, Mergers & Acquisitions, ETFs, Derivatives, Bloomberg, Investment Strategies, Financial Planning, Equity Research, Capital Markets, Investment Advisory

Education
University of California, Berkeley - Walter A. Haas School of Business   1992 — 1994
MBA, Finance

Brandeis University   1979 — 1983
BA, Economics

Wendy Paskin-Jordan Wendy Paskin-Jordan San Francisco Bay Area Details
Wendy Paskin-Jordan's Montgomery Asset Management Experience January 1994 - 1998
Job Founder and CEO of Paskin Capital Advisors
Industry Investment Management
Experience
PIMCO RIA Advisory Board   2013 - Present
San Francisco Employee Retirement System   2010 - Present
RPF Fund V, RPF Fund IV, RPF Fund II, Sub-advised by Buchanan Street Partners   2008 - Present
Paskin Capital Advisors   February 2012 - Present
AAA Northern California, Nevada, and Utah (NCNU)   February 2001 - Present
AAA Club Partners (ACP)   February 2013 - Present
Harvest Advisory Board   November 2012 - Present
Paskin & Kahr Capital Management   April 1999 - February 2012
Montgomery Asset Management   January 1994 - 1998

Skills
Asset Management, Alternative Investments, Hedge Funds, Strategic Planning, Investments, Equities, Portfolio Management, Investment Strategies, Mutual Funds, Private Equity, Mergers & Acquisitions, Venture Capital, Asset Allocation, Fixed Income

Education
University of Pennsylvania - The Wharton School   1984 — 1986
MBA

University of California, Hastings College of the Law   1978 — 1981
JD

Stanford University   1975 — 1977
AB

Caroline Ward Caroline Ward South San Francisco, California Details
Caroline Ward's Montgomery Asset Management Experience July 1993 - November 1996
Job Executive Assistant at Atara Biotherapeutics
Industry Pharmaceuticals
Experience
Atara Biotherapeutics   November 2014 - Present
IDG Consumer & SMB  October 2012 - February 2014
IDG Consumer & SMB  January 2012 - October 2012
PCWorldMacworldGameProContent Works -- IDG   April 2010 - January 2012
PCWorldMacworld -- IDG   October 2007 - April 2010
The Linen Line   January 2001 - 2010
Montgomery Asset Management   July 1993 - November 1996

Skills
Time Management, Permissions, Problem Solving, Proofreading, Research, Event Planning, Leadership, Digital Media, Marketing, Photoshop, System Administration, Marketing Communications, E-commerce, Sales, Management, Event Management, Public Relations, Partner Management, Office Management, Licensing, Online Advertising, Customer Service, Publishing

Education
San Francisco State University   2002 — 2007
BA, English Lit.

Pragmatic Marketing   2013 — 2013
Roadmapping

Pragmatic Marketing   2012 — 2012
Practical Product Management Framework Two Day Course, Produce Management Certified

Dale Carnegie Digital   2013 — 2013
Certificate of Achievement, How to Communicate with Diplomacy and Tact

Convent of the Sacred Heart, Roscrea. Co. Tipperary   1970 — 1975
High School, Intermediate Certificate 1973. Leaving Certificate 1975

Claudine Ponzini Asrat Claudine Ponzini Asrat San Francisco Bay Area Details
Claudine Ponzini Asrat's Montgomery Asset Management Experience 2000 - 2001
Job Supervisory Analyst/ Editor
Industry Financial Services
Experience
Prudential Equity Group  January 2001 - August 2007
Montgomery Asset Management   2000 - 2001
Banc of America Securities  March 1997 - August 2000
Keystone Investments  1995 - 1996
Thomson Financial Services  1991 - 1995

Skills
Fixed Income, Equities, Equity Research, Capital Markets, Bloomberg

Education
Providence College   1987 — 1991
BA, Mathematics

Beverly High School   1984 — 1987

Cory MacLaren Cory MacLaren Ho Ho Kus, New Jersey Details
Cory MacLaren's Montgomery Asset Management Experience April 2000 - March 2001
Job Director at Markit
Industry Financial Services
Experience
Markit  March 2013 - Present
CoreOne Technologies  December 2011 - November 2012
BetaShares   May 2009 - November 2011
CorVal Partners   July 2008 - April 2009
Ellerston Capital Ltd   January 2007 - July 2008
Credit Suisse Asset Management  May 2006 - December 2006
CBA  October 2005 - April 2006
Citigroup Asset Management  February 2002 - March 2005
Goldman Sachs  March 2001 - November 2001
Montgomery Asset Management   April 2000 - March 2001

Skills
Equities, Hedge Funds, Derivatives, Asset Managment, Fixed Income, Middle Office, Prime Brokerage, Financial Services, Securities, Capital Markets, Trading Systems, Back Office, Portfolio Management, Trading, ETFs, Institutional Investors, Management, Wealth Management, Investments, Asset Management, Corporate Actions, Mutual Funds, Settlement, Banking, Business Analysis, Strategy, Investment Banking, Valuation, Financial Markets, Alternative Investments, Bloomberg, Index Funds, Unit Pricing

Education
State University of New York at Oswego   1989 — 1993
Bachelor of Arts (B.A.), Economics

Flora Cheung Flora Cheung San Francisco Bay Area Details
Flora Cheung's Montgomery Asset Management Experience 1997 - 1999
Job VP Finance at Allianz
Industry Financial Services
Experience
Allianz  January 2011 - Present
rcm capital management  January 1999 - December 2010
montgomery asset management   1997 - 1999

Skills
Investments, Asset Managment, Financial Analysis, Financial Modeling, Due Diligence, Mergers, Business Development, Real Estate, Valuation

Education
Golden Gate University   1988 — 1991
Bachelor of Science (BS), Accounting

Golden Gate University
Master's degree, Taxation

Adrienne Tam Adrienne Tam San Francisco Bay Area Details
Adrienne Tam's Montgomery Asset Management Experience July 1994 - May 1997
Job Director, Compliance at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities LLC  January 2012 - Present
Merriman Capital, Inc.   March 2010 - January 2012
JMP Securities  September 2008 - March 2010
Pacific Growth Equities  June 2007 - September 2008
Thomas Weisel Partners  September 2003 - May 2007
Robertson Stephens Inc  March 1999 - July 2002
UBS  May 1997 - November 1998
Montgomery Asset Management   July 1994 - May 1997

Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking

Education
University of California, Davis   1986 — 1990
BS, Economics

Leigh Poggio Leigh Poggio Greater New York City Area Details
Leigh Poggio's Montgomery Asset Management Experience 1995 - 1997
Job Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments  June 2010 - Present
Charles Schwab  August 2009 - June 2010
Invesco Private Capital  April 2000 - December 2008
Dreyfus  June 1999 - April 2000
Schwab  January 1997 - May 1999
Montgomery Asset Management   1995 - 1997
Foote, Cone and Belding Direct   1994 - 1995
AXA Financial  September 1988 - August 1994

Skills
Mutual Funds, Portfolio Management, Strategy, Investments, Product Marketing, Private Equity, Financial Services, Direct Marketing, Strategic Planning, Marketing, Asset Allocation, Investor Relations, Product Development, CRM, Management, Alternative Investments, Program Management, Hedge Funds, Project Management, Asset Managment, Equities, Fixed Income, Series 7

Education
New York University - Leonard N. Stern School of Business   1990 — 1994
MBA, Marketing

Georgetown University   1984 — 1988
BSBA, Finance

Holy Trinity High School

Justin Lola Justin Lola San Bruno, California Details
Justin Lola's Montgomery Asset Management Experience March 1996 - November 1998
Job Information Technology Director
Industry Venture Capital & Private Equity
Experience
VantagePoint Capital Partners  April 2002 - Present
Toastmasters International  June 2013 - July 2015
Pegasus Aviation, Inc.   December 1998 - October 2001
Montgomery Asset Management   March 1996 - November 1998
SSDS Inc  May 1994 - February 1996

Skills
Cloud Computing, Disaster Recovery, Leadership, Entrepreneurship, Project Management, IT Strategy, Security, VMware, Information Technology, Strategic Planning, SaaS, IT Operations, IT Management, Management, Enterprise Software, Servers, Microsoft Exchange, Vendor Management, Integration, Networking, Start-ups, Data Center, Virtualization, Windows Server, Network Security, Strategy, Enterprise Architecture, Information Security, Telecommunications, Public Speaking, Communications, Microsoft Office, Help Desk Implementation, Consulting, Video Conferencing, Smartphones, Phone System..., Mobile Communications, Budgets, Tablets, Website Administration, Customer Service, Contract Management, Technical Support, Troubleshooting, Team Leadership

Education
University of Phoenix   2000 — 2002
Master of Business Administration (M.B.A.), Technology Management, 3.7

University of California, Santa Cruz
Certificate, Unix System Admin. & Programming

Diablo Valley College
Information Technology Courses

University of California, Santa Cruz
Certificate, Project Management

California State University-East Bay
Bachelor's Degree, Computer Science

University of California, Berkeley
Computer Science and other courses

Bruce Schoenfeld Bruce Schoenfeld Greater Boston Area Details
Bruce Schoenfeld's Montgomery Asset Management Experience January 1999 - October 2001
Job VP at Delaware Investments
Industry Investment Management
Experience
Delaware Investments  November 2006 - Present
Artha Capital Management  August 2005 - August 2006
La Caisse de dépôt et placement   March 2002 - July 2005
Montgomery Asset Management   January 1999 - October 2001

Education
Columbia University - Columbia Business School   1996 — 1997
MBA, Finance

The London School of Economics and Political Science (LSE)   1988 — 1989
MA, International History

Clark University   1983 — 1987
BA, History

Kelly Mainelli Kelly Mainelli Greater Seattle Area Details
Kelly Mainelli's Montgomery Asset Management Experience May 2000 - June 2002
Job Director Fixed IncomeDirect Investments, Russell Investment Group
Industry Investment Management
Experience
Russell Investment Group  June 2007 - Present
Bank of America-Columbia Management  June 2002 - June 2007
Montgomery Asset Management   May 2000 - June 2002
Strong Capital Management  June 1999 - April 2000
American Frontier Financial   May 1994 - May 1999

Skills
Investments, Fixed Income, Portfolios, Cash, Asset Management, Portfolio Management, Trading, Risk, Financial Risk, Strategy, Corporate Finance, Cash Management, Investment Strategies, Asset Managment, Alternative Investments, Bonds, Bloomberg

Education
University of Colorado Denver   1994 — 1997
MBA, Finance, General

Merrimack College   1985 — 1989
Bachelor of Science (BS), Finance, General

Jodi Helffenstein Jodi Helffenstein San Francisco Bay Area Details
Jodi Helffenstein's Montgomery Asset Management Experience March 1995 - June 2003
Job Institutional Services at Artisan Partners
Industry Financial Services
Experience
Artisan Partners  July 2003 - Present
Montgomery Asset Management   March 1995 - June 2003
Putnam Investments  January 1999 - September 1999

Skills
Marketing Strategy, Marketing Communications, Investments

Education
Hobart and William Smith Colleges   1990 — 1994

Candice Wiegand Candice Wiegand San Francisco Bay Area Details
Candice Wiegand's Montgomery Asset Management Experience August 2002 - December 2002
Job CRPC®
Industry Financial Services
Experience
Merrill Lynch  January 2003 - Present
Montgomery Asset Management   August 2002 - December 2002

Skills
Research, Organization Skills, Self-management, Communication, Data Analysis, Data Entry, Data Management, Workflow Management, Teamwork, Project Planning, Time Management

Education
University of California, Davis   1998 — 2001
BS, Psychology

Lily Ruane Lily Ruane San Francisco Bay Area Details
Lily Ruane's Montgomery Asset Management Experience 1998 - 2000
Job IT Technologist at Medtronic
Industry Information Technology and Services
Experience
Medtronic  Project ManagerMedtronic CardioVascular2007 - Present
Montgomery Asset Management   1998 - 2000
McCue Systems  1995 - 1998

Education
Dublin Institute of Technology   1988 — 1991

Derek de Petra Derek de Petra San Francisco Bay Area Details
Derek de Petra's Montgomery Asset Management Experience June 1997 - December 1999
Job Head of International Trading at Artisan Partners
Industry Financial Services
Experience
Artisan Partners  January 2000 - Present
Montgomery Asset Management   June 1997 - December 1999
Mellon Capital Management  1994 - 1997

Skills
Series 7, Hedge Funds, Private Equity, Equities, Equity Research, Securities, Equity Derivatives, FINRA, Options, Investment Banking, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Bloomberg, ETFs, Emerging Markets, Trading, Asset Managment, Capital Markets, Investment Management, Asset Allocation, Equity Trading, Asset Management, Financial Markets, Derivatives, Financial Modeling, Valuation, Series 63, Strategic Partnerships, Investments, Wealth Management, Fixed Income, Strategic Planning, Trading Systems, FX Options, Equity Valuation, Bonds, Electronic Trading, Investment Advisory, Financial Services, Bloomberg Terminal, Trading Strategies, Institutional...

Education
University of California, Berkeley - Walter A. Haas School of Business   1997 — 1999
Master of Business Administration (MBA), Finance, General

University of California, Los Angeles   1988 — 1993
BA, History

Stuart Quint Stuart Quint Greater Philadelphia Area Details
Stuart Quint's Montgomery Asset Management Experience 1993 - 1999
Job Investment Manager at Aberdeen Asset Management
Industry Financial Services
Experience
Brinker Capital  February 2010 - Present
Aberdeen Asset Management  October 2003 - February 2010
Montgomery Asset Management   1993 - 1999

Education
University of Pennsylvania   1986 — 1990
B.A., Russian

University of Pennsylvania - The Wharton School   1986 — 1990
B.S. and B.A., Economics, Russian

Steve Caltagirone, CFP® Steve Caltagirone, CFP® San Francisco Bay Area Details
Steve Caltagirone, CFP®'s Montgomery Asset Management Experience 1996 - 1998
Job Client Advisor at Mission Wealth Management, LLC
Industry Financial Services
Experience
Mission Wealth Management, LLC   2013 - Present
Elmwood Wealth Management, Inc.   2012 - 2013
Osborne Partners Capital Management  2010 - 2012
Bingham, Osborn & Scarborough   2008 - 2009
Fisher Investments  2003 - 2008
Banc of America Securities  1998 - 2000
Montgomery Asset Management   1996 - 1998

Education
Vanderbilt University - Owen Graduate School of Management   2000 — 2002
MBA, Finance

Saint Mary's College of California   1992 — 1995
BS, Finance

Marta Karolak Marta Karolak San Francisco Bay Area Details
Marta Karolak's Montgomery Asset Management Experience January 2002 - March 2003
Job Vice President, Digital Channels Planning, Risk, & Insights at First Republic Bank
Industry Investment Management
Experience
First Republic Bank  September 2014 - Present
First Republic Bank  November 2012 - September 2014
First Republic Investment Management  March 2007 - January 2009
First Republic Investment Management  April 2005 - March 2007
First Republic Investment Management  March 2003 - April 2005
Montgomery Asset Management   January 2002 - March 2003
Montgomery Asset Management   February 2001 - January 2002

Skills
Team Building, Mentoring, Asset Management, Asset Allocation, Investments, Personal Financial..., Customer Experience..., New Brand Marketing..., Relationship Management, Public Speaking, Asset Managment, CRM, Banking, Wealth Management, Mergers & Acquisitions, Investment Management, Management

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2012
MBA, General Management

University of California, Berkeley   1996 — 2000
BA, Comparative Literature

James Fette, PMP James Fette, PMP Dallas/Fort Worth Area Details
James Fette, PMP's Montgomery Asset Management Experience 1998 - 2000
Job Recognized leader in strategic planning, program management and relationship management
Industry Financial Services
Experience
Fidelity Investments  January 2010 - Present
Fidelity  January 2003 - January 2010
Putnam Investments  2000 - 2003
Montgomery Asset Management   1998 - 2000
ERE Rosen Real Estate Securities   1997 - 1998
Wells Fargo  1994 - 1997

Skills
Program Management, Investments, Financial Services, Cross-functional Team..., Project Planning, Process Improvement, Strategy, Project Management, SDLC, Portfolio Management, Strategic Planning, Financial Analysis, Change Management, Leadership, Business Analysis, Vendor Management, Risk Management, Mutual Funds, Business Process...

Education
University of Rhode Island   1987 — 1991
BS, Accounting

Angeline Ee Angeline Ee San Francisco Bay Area Details
Angeline Ee's Montgomery Asset Management Experience 1994 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Avalon Global Asset Management, LLC   2000 - 2002
Montgomery Asset Management   1994 - 2000

Skills
Investments, Wealth Management, Equities

Education
National University of Singapore   1984 — 1987
BSc, Economics

National Junior College   1978 — 1979

Beth Kaiser Beth Kaiser Greater New York City Area Details
Beth Kaiser's Montgomery Asset Management Experience April 2000 - October 2001
Job Director Investment Performance Standards at CFA Institute
Industry Financial Services
Experience
CFA Institute  March 2013 - Present
Kaiser Performance and Risk   2003 - Present
CFA Institute  May 2012 - February 2013
CFA Institute  July 2007 - April 2012
John S. and James L. Knight Foundation   2001 - 2003
Montgomery Asset Management   April 2000 - October 2001
Franklin Templeton Group  November 1995 - April 2000

Skills
Investments, Alternative Investments, Derivatives, Performance Measurement, Performance Appraisal, Financial Modeling, Investment Management, Asset Management, Capital Markets, Bloomberg, Mutual Funds, Asset Allocation, Fixed Income, Hedge Funds, Portfolio Management, Equity Valuation, GIPS Compliance, Equity Research, Financial Markets, Equities, Valuation, Securities

Education
Florida Atlantic University   1992 — 1995
BS, Finance

Bob Rezaee Bob Rezaee Austin, Texas Details
Bob Rezaee's Montgomery Asset Management Experience 1998 - 2003
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

Harris Kollias Harris Kollias Vancouver, Canada Area Details
Harris Kollias's Montgomery Asset Management Experience 2006 - 2009
Job Freelance IT Consultant & Service Provider
Industry Information Technology and Services
Experience
Freelance IT Consultant & Service Provider  June 2009 - Present
SEC Filing Agents, Inc.   2009 - Present
Montgomery Asset Management   2006 - 2009
The University of British Columbia  2003 - 2005
Luigi's Pizza & Steakhouse   1998 - 2003

Education
The University of British Columbia
Master of Arts (M.A.), Philosophy

The University of Lethbridge
Bachelor's Degree, Philosophy

Jennifer Earnest Jennifer Earnest San Francisco Bay Area Details
Jennifer Earnest's Montgomery Asset Management Experience December 2001 - January 2003
Job Client Relations Director, Asia Pacific Region at Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Capital Management  January 2003 - Present
Montgomery Asset Management   December 2001 - January 2003
JP Morgan Chase & Co./ Hambrecht & Quist   October 1999 - December 2001
Deutsche Banc Alex. Brown  1997 - 1999

Skills
Mutual Funds, Investment Strategies, Fixed Income, Management, Equities, Asset Management, Investments, Portfolio Management, Financial Services, Investment Management, Emerging Markets, Securities

Education
San Francisco State University
Psychology

University of California, Berkeley
Accounting and Finance

Christopher Bruno Christopher Bruno San Francisco Bay Area Details
Christopher Bruno's Montgomery Asset Management Experience 1993 - 1996
Job Sales EPDM at Hawk Ridge Systems
Industry Biotechnology
Experience
Hawk Ridge Systems  May 2014 - Present
Paychex  August 2012 - May 2014
FamilyCord - Cord Blood & Cord Tissue Stem Cell Services   September 2011 - July 2012
StemCyte  June 2009 - August 2011
Cord Blood Registry  March 2004 - May 2009
Montgomery Asset Management   1993 - 1996
Montgomery Asset Management   1993 - 1996

Skills
Hospitals, Customer Relations, Customer Service, Account Management, Sales Management, Cold Calling, Problem Solving, B2B, Biotechnology, Call Center, Sales Operations, Management, Sales, Call Centers, Healthcare, Lead Generation, Salesforce.com

Education
Robert Louis Stevenson

University of Arizona
BS, Business Admin

Anita Speciale Anita Speciale Paso Robles, California Details
Anita Speciale's Montgomery Asset Management Experience 1994 - 2003
Job Consultant and Coowner at Enfold Wines
Industry Investment Management
Experience
Independent Consultant, Financial Services   January 2010 - Present
Enfold Wines   September 2005 - Present
Wells Capital Management  January 2003 - September 2009
Montgomery Asset Management   1994 - 2003

Skills
Investments, Equities, Asset Management, Mutual Funds, Financial Writing, Sales Management

Education
University of California, Berkeley   1979 — 1981
MBA, Finance

Notre Dame High School, San Jose

Juwan Lee Juwan Lee New York, New York Details
Juwan Lee's Montgomery Asset Management Experience 1993 - 1996
Job Lead Founder and CEO
Industry Internet
Experience
Huaan Asset Management (Hong Kong) Ltd   June 2012 - November 2013
JP Morgan Asset Management Division   2010 - 2011
JPMorgan  2007 - 2010
Continuity Capital   2001 - 2007
SAC Capital  2003 - 2005
Osprey Capital   1998 - 2000
Rothschild Asset Management  1996 - 1998
Montgomery Asset Management   1993 - 1996
Bank of America  1988 - 1993

Skills
Equities, Hedge Funds, Investments, Portfolio Management, Mutual Funds, Investment Banking, Banking, Asset Management, Derivatives, Fixed Income, Capital Markets, Proprietary Trading, Financial Advisory, Bloomberg, Financial Social Media, Venture Capital, Strategy, Financial Services, Start-ups, Entrepreneurship, Management, Alternative Investments, Finance, Trading, Financial Modeling, Emerging Markets

Education
University of California, Berkeley
Engineering

Paige (Morway) Sullivan Paige (Morway) Sullivan Greater Boston Area Details
Paige (Morway) Sullivan's Montgomery Asset Management Experience June 1993 - September 2000
Job Client Service at The Regus Group
Industry Executive Office
Experience
The Regus Group  December 2014 - February 2015
Wells Fargo Funds Management  April 2001 - December 2002
mPower Advisors   October 2000 - April 2001
Montgomery Asset Management   June 1993 - September 2000

Skills
Mutual Funds, Financial Services, Vendor Management, FINRA, Series 6, Series 63, Alternative Investments, Fund Administration, Transfer Agency, Project Management, Customer Service, Hedge Funds, Securities

Education
San Francisco State University   1989 — 1993
BA, Industrial and Organizational Psychology

Aragon High School

Timothy Sanger Timothy Sanger San Francisco Bay Area Details
Timothy Sanger's Montgomery Asset Management Experience September 2000 - March 2003
Job Opperations Officer at Victoria 1522 Investments
Industry Financial Services
Experience
Victoria 1522 Investments   January 2011 - Present
Fisher Investments  July 2004 - November 2009
Fisher Investments  March 2003 - July 2004
Montgomery Asset Management   September 2000 - March 2003

Education
State University of New York College at Brockport
BS, Management

John Sinclair John Sinclair Greater Boston Area Details
John Sinclair's Montgomery Asset Management Experience 1998 - 2002
Job Managing Director, Co Founder at Infusion Global Partners
Industry Financial Services
Experience
Infusion Global Partners   January 2013 - Present
Longbridge Financial   2012 - Present
Financial Recovery Technologies  June 2012 - June 2013
Abundant Venture Partners  January 2010 - June 2012
Fidelity Management & Research Co.   February 2005 - June 2009
Montgomery Asset Management   1998 - 2002
Sandford C Bernstein   1992 - 1998

Skills
Hedge Funds, Portfolio Management, Venture Capital, Alternative Investments, Investments, Equities, Asset Managment, Business Strategy, Private Equity, Mutual Funds, Due Diligence, Risk Management, Asset Management, Wealth Management, Equity Research, Investment Strategies, Financial Services, Emerging Markets, Analysis, Asset Allocation, Financial Advisory, Securities, Financial Markets, Financial Modeling, Start-ups, Investment Management, Corporate Finance, Capital Markets, Mergers & Acquisitions, Investment Banking, Corporate Development, Finance, Funding, Fixed Income, Investment Advisory, Valuation, Private Placements, Financial Structuring, Bloomberg, Executive Management, Investor Relations

Education
Columbia University - Columbia Business School   1989 — 1991
Master's degree, Finance and East Asian Studies

Colgate University   1982 — 1986
BA, Economics and History

Upper Canada College   1977 — 1982
HS diploma

Columbia University - School of International and Public Affairs

Greg Siemons Greg Siemons San Francisco, California Details
Greg Siemons's Montgomery Asset Management Experience May 1996 - September 1999
Job Chief Operating Officer at Tresalia USA, Inc.
Industry Investment Management
Experience
Tresalia USA, Inc.   September 2015 - Present
Fiduciary Research   October 2009 - August 2015
RCM Capital Management, a subsidiary of Allianz Global Investors   June 1999 - October 2009
Montgomery Asset Management   May 1996 - September 1999
Sutro & Company  March 1994 - May 1996
National Association of Securities Dealers  October 1990 - March 1994

Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Private Equity, Risk Management

Education
University of California, Santa Barbara   1985 — 1989
B.A., Business Economics

Bryan L. Sudweeks Bryan L. Sudweeks Provo, Utah Area Details
Bryan L. Sudweeks's Montgomery Asset Management Experience January 1991 - January 2000
Job Associate Teaching Professor of Finance at Brigham Young University
Industry Higher Education
Experience
Brigham Young University  2000 - Present
Montgomery Asset Management   January 1991 - January 2000
Montgomery Asset Mgmt LLC   1991 - 2000
Emerging Markets Investors Corporation / Emerging Markets Management   October 1987 - December 1990

Skills
Data Analysis, Faculty Development, Microsoft Word, Finance, University Teaching, Management, Research, Economics, Statistics, Spanish, Microsoft Office, Financial Analysis, Portfolio Management, College Teaching, Equity Research, Team Leadership, Scholarly Research, Valuation, Stata, Financial Modeling, Accounting, Microsoft Excel, Investments, Corporate Finance

Education
The George Washington University - School of Business   1984 — 1987
Ph.D. in Business, Major Field: International Business; Supporting Field: International Banking and Development Finance

Brigham Young University   1980 — 1982
Master of Business Administration (M.B.A.), Finance, General

Brigham Young University   1973 — 1982
Bachelor of Arts, Mandarin Chinese

Anne Golden, CFP Anne Golden, CFP San Francisco Bay Area Details
Anne Golden, CFP's Montgomery Asset Management Experience 1995 - 2003
Job Senior Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management  February 2003 - Present
Montgomery Asset Management   1995 - 2003
Bailard Biehl & Kaiser   1983 - 1995

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Series 7, Mutual Funds, Fixed Income, Equity Research, Securities, Bloomberg, Investment Strategies

Education
University of Colorado Boulder
Bachelor's Degree, Asian Studies

Alex Minkiewicz Alex Minkiewicz Eugene, Oregon Area Details
Alex Minkiewicz's Montgomery Asset Management Experience March 1994 - April 1996
Job Business Analyst / Meaningful Use
Industry Hospital & Health Care
Experience
Cascade Healthcare Community  March 2007 - Present
Gilead Sciences  January 2006 - March 2007
Keynote Systems  January 2002 - January 2006
Xtime  January 2001 - December 2001
All Bases Covered  September 1998 - April 1999
Connectix  May 1997 - September 1998
Montgomery Asset Management   March 1994 - April 1996

Skills
Active Directory, Linux, Disaster Recovery, Servers, Technical Support, Troubleshooting, IIS, Windows Server, Routers, Microsoft Exchange, Red Hat Linux, Windows, Microsoft SQL Server, System Administration, Shell Scripting, Citrix, VMware, Server Architecture

Education
Red Hat RHCE Certification

University of San Francisco   1991 — 1994
Bachelor, History

Oregon State University   1989 — 1991

Microsoft MCSE Certification

Cynthia Boucher Cynthia Boucher San Francisco Bay Area Details
Cynthia Boucher's Montgomery Asset Management Experience June 1998 - June 1999
Job Technology Executive
Industry Information Technology and Services
Experience
Savvis, a CenturyLink company  October 2012 - June 2013
Ciber Inc.  October 2010 - October 2012
Kaspick & Company  December 2004 - October 2010
Flax art & design  January 2004 - November 2004
RHK Inc   July 2001 - July 2003
Prophet  January 2000 - May 2001
Montgomery Asset Management   June 1998 - June 1999
GameWorks  May 1997 - June 1998
Sega of America, Inc.   September 1996 - May 1997
Montgomery Securities  July 1993 - September 1996

Skills
Process Improvement, Vendor Management, Change Management, Program Management, Strategic Planning, Business Analysis, Project Management, IT Outsourcing, Global Delivery, IT Strategy, Contract Negotiation, Customer Success, IT Service Management, Cross-functional Team..., Business Strategy, Revenue Growth..., ITIL Process, Management Consulting, Enterprise Portfolio..., CRM, Leadership, Business Process, Management, Data Center, ITIL

Education
Syracuse University
Bachelor of Arts (B.A.), Russian Studies/Library Science

Michele Magidoff, CFA Michele Magidoff, CFA San Francisco Bay Area Details
Michele Magidoff, CFA's Montgomery Asset Management Experience 2000 - 2003
Job Senior Analyst at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco  2004 - Present
Wells Capital Management  2003 - 2004
Montgomery Asset Management   2000 - 2003
Charles Schwab  1996 - 2000

Skills
Financial Modeling, Financial Risk, Financial Risk..., Banking, Investment Management, Credit Risk

Education
Johns Hopkins SAIS
MA, International economics

UCLA
BA, International economics

Hubert Wong Hubert Wong San Francisco, California Details
Hubert Wong's Montgomery Asset Management Experience 1996 - 1998
Job Senior Financial Analyst / Budget Manager
Industry Financial Services
Experience
University of California Office of the President  2013 - Present
BlackRock  2010 - 2011
APL Logistics  2005 - 2009
Kelmscott Comunicatons   2002 - 2005
RCM  1999 - 2001
Intermedia Partners  1998 - 1999
Montgomery Asset Management   1996 - 1998
State Street  1993 - 1996

Skills
Financial Reporting, Consolidation, Financial Modeling, Financial Analysis, Accounting, SAP

Education
San Francisco State University
Business Administration, Finance

Xinxin Guo Xinxin Guo Redwood City, California Details
Xinxin Guo's Montgomery Asset Management Experience 1995 - 1996
Job Realtor
Industry Real Estate
Experience
Intero Real Estate Services Inc., Woodside   2013 - Present
DeLeon Realty  2012 - 2013
K&L Gates  2000 - 2006
Charles Schwab  1999 - 2000
Montgomery Asset Management   1995 - 1996

Education
Santa Clara University
Master of Business Administration (MBA)

Santa Clara University School of Law
Doctor of Law (JD)

Tim Sanger Tim Sanger San Francisco Bay Area Details
Tim Sanger's Montgomery Asset Management Experience September 2000 - March 2003
Job Implementation Manager at BlackRock
Industry Financial Services
Experience
BlackRock  October 2014 - Present
Victoria 1522 Investments   January 2011 - October 2014
Fisher Investments  March 2003 - November 2009
Montgomery Asset Management   September 2000 - March 2003

Skills
Finance, Risk Management, Equities, Trading, Strategy, Management, Financial Services, Investments

Education
State University of New York College at Brockport   1991 — 1993
Bachelor's degree, Business Administration and Management, General

Alfred State College - SUNY College of Technology   1989 — 1991
Associate's degree, Business Administration and Management, General

Amy Francisco Amy Francisco United States Details
Amy Francisco's Montgomery Asset Management Experience August 1998 - February 2003
Job
Industry Investment Management
Experience
RS Investments  May 2008 - June 2015
Goldman Sachs  January 2005 - April 2008
Fremont Investment Advisors  July 2004 - January 2005
Wentworth Hauser and Violich  February 2003 - July 2004
Montgomery Asset Management   August 1998 - February 2003
NASD Regulation, Inc.   February 1992 - August 1998

Skills
Asset Management, Hedge Funds, Equities, Investments, Financial Analysis, Accounts Payable, Microsoft Excel, Bloomberg, Capital Markets, Mutual Funds, Microsoft Word, Management, Fixed Income, Finance

Education
City College of San Francisco
Associate's degree, Word Processing