North Berkeley Investment Partners
Address: 900 Colusa Ave, Berkeley, CA 94707 Phone: (510) 528-5820: Category: : Place name: : : Hours: : Website: : Website: http://www.northberkeleyinvestment.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of North Berkeley Investment Partners Posting publicly on the Web Write a review Reviews Be the first to review
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North Berkeley Investment Partners Employees
North Berkeley Investment Partners September 2015 - Present
Berkeley Investment Group January 2013 - May 2013
Skills
Equities, Python, Investments, Financial Modeling, Derivatives, Matlab, Microsoft Excel, Private Equity, Technical Analysis, Swing Trading, Java, Fibbonacci Retracements, FactSet, Options, ITCH, Serato, Fundamental Analysis, ETFs, Eclipse, Equity Research, HTML, Equity Valuation, Valuation, VIX, Swift, MySQL, PHP, SQL, Tableau, Stata, Data Analytics, DCF Valuation, Pivot Tables, Vlookup, SOTP Valuation, LBO, Excel VBA, Index & Match, R
Education
UC Berkeley
Bachelor's Degree, Business Administration/Economics & Computer Science
Saint Francis High School (Mountain View, CA) 2009 — 2012
High School
Woven Capital October 2014 - Present
XY Planning Network April 2014 - Present
TEDxRedding October 2011 - Present
Forcella Wealth Management April 2011 - September 2014
North Berkeley Investment Partners April 2008 - February 2011
WellPoint February 2006 - March 2008
JDJ Bachalski Educational Foundation September 2004 - July 2005
Education
University of California, Berkeley 2008 — 2010
Certificate, Personal Financial Planning
St. Olaf College 2000 — 2004
B.A., Biology, Management Studies
Foothill High School 1996 — 2000
North Berkeley Investment Partners March 2015 - Present
Yandell Truckaway, Inc. March 2012 - February 2015
Nolo November 2009 - March 2012
Nolo January 2009 - November 2009
Nolo August 2008 - January 2009
Yes Press November 2006 - August 2008
Lenehan Architectural Glass, Inc. August 2005 - October 2007
Arizmendi Bakery & Pizzeria November 2003 - August 2005
Skills
Microsoft Excel, Financial Analysis, Account Reconciliation, Management, PowerPoint, Financial Accounting, Financial Forecasting, Risk Management, Budgets, Leadership, Financial Management, Financial Planning, Budget Development, Pivot Tables, Vlookup, Charts, Reconciliations, Contract Review, Microsoft Word, Analysis, QuickBooks, Data Visualization, Linear Regression, Deal Analysis, Strategic Planning, Forecasting, Strategy, Accounting, Finance
Education
California State University-East Bay 2008 — 2010
Master of Arts, Economics
California State University-East Bay 2007 — 2008
Bachelor of Arts, Economics
Savant Investment Group, LLC February 2015 - Present
North Berkeley Investment Partners October 2007 - January 2015
Merrill Lynch July 2009 - August 2009
Elonet July 2000 - August 2001
Israel Defense Forces November 1994 - November 1999
Skills
Investments, Mutual Funds, Due Diligence, Asset Allocation, Capital Markets, Series 7, RIA, Performance Attribution, Portfolio Management, Morningstar Office, Equities, Fixed Income Strategies
Education
Saint Mary's College of California 2006 — 2008
MBA, Finance
San Francisco State University 2004 — 2006
BS, Business Administration with Minor in Economics
NuGenesis November 2011 - April 2013
YMCA at Pabst Farms November 2010 - June 2012
North Berkeley Investment Partners August 2009 - October 2010
Girls Incorporated September 2007 - June 2009
Skills
Non-profits, Community Outreach, Volunteer Management, Program Development, Event Planning, Community Development, Social Media, Community Organizing, Event Management, Public Relations, Youth Development, Nonprofits, Non-profit...
Education
The Evergreen State College 2003 — 2007
Bachelor of Arts (BA), Political Economy
La Universidad Espiritu Santo 2006 — 2007
Study Abroad program, Anthropology
Waukesha South High School
North Berkeley Investment Partners April 2015 - Present
McCullough & Associates LLC May 2014 - March 2015
SunTrust Robinson Humphrey August 2007 - April 2014
Bancroft Partners January 2007 - August 2007
Spectrum Settlement Recovery December 2005 - November 2006
Collins & Company September 2001 - July 2005
Compaq Computer June 1999 - June 2001
Charles Schwab 1992 - 1999
Charles Schwab 1992 - 1999
Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Valuation, Equities, Finance, Series 7, Investment Valuation, Statement Analysis, Analysis, Equity Research, Capital Markets, Securities, Bloomberg
Education
Indiana University 1996 — 1999
MBA, Finance
Purdue Univeristy 1984 — 1988
BS, Industrial Management
L.P.H.S.
North Berkeley Investment Partners January 2015 - Present
North Berkeley Investment Partners August 2013 - December 2014
The Wright Institute July 2008 - July 2013
Skills
Nonprofits, Microsoft Office, Editing, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Writing, A/V Setup
Education
Oberlin College
BA, History
UC Berkeley Extension 2011 — 2015
Certificate Program, Personal Financial Planning
North Berkeley Investment Partners July 2013 - Present
North Berkeley Investment Partners April 2011 - July 2013
State Street August 2009 - April 2011
Education
University of California, Berkeley 2011 — 2014
Personal Financial Planning program
Santa Clara University - Leavey School of Business 2005 — 2009
BSC, Finance and International Business
Syracuse University in Florence 2007 — 2007
Italian and International Business
De La Salle High School
Arena Financial LLC December 2014 - Present
North Berkeley Investment Partners November 2013 - December 2014
The Humphreys Group October 2002 - December 2012
Financial Planning Association 2005 - 2011
Malgoire Drucker Inc June 1992 - 1996
Academic Travel Abroad July 1990 - July 1992
Skills
Portfolio Management, Retirement Planning, Estate Planning, Strategic Planning, Financial Planning, Investments, Asset Management, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Equities, Mutual Funds
Education
Georgetown University 1987 — 1990
BS, French, minor in Philosophy
Franklin University Switzerland 1985 — 1987
AA