Montgomery Asset Management
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Montgomery Asset Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
AXA Rosenberg 2003 - Present
Montgomery Asset Management 1991 - 2001
Education
UC Berkeley 1987 — 1990
Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Medtronic Project ManagerMedtronic CardioVascular2007 - Present
Montgomery Asset Management 1998 - 2000
McCue Systems 1995 - 1998
Education
Dublin Institute of Technology 1988 — 1991
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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