North Berkeley Investment Partners

Description

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

Employee
Years
Job
Industry
Kevin Fu Kevin Fu San Francisco Bay Area Details
Kevin Fu's North Berkeley Investment Partners Experience September 2015 - Present
Job Student at University of California, Berkeley
Industry Financial Services
Experience
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

Aaron Hatch, CFP® Aaron Hatch, CFP® Redding, California Area Details
Aaron Hatch, CFP®'s North Berkeley Investment Partners Experience April 2008 - February 2011
Job Financial Planner & CoFounder of Woven Capital
Industry Financial Services
Experience
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

Dan Nakahara Dan Nakahara San Francisco Bay Area Details
Dan Nakahara's North Berkeley Investment Partners Experience March 2015 - Present
Job
Industry Financial Services
Experience
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

David Rimer David Rimer San Francisco Bay Area Details
David Rimer's North Berkeley Investment Partners Experience October 2007 - January 2015
Job Investment Research Analyst at Savant Investment Group, LLC
Industry Investment Management
Experience
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

Monica Nolan Monica Nolan Greater Milwaukee Area Details
Monica Nolan's North Berkeley Investment Partners Experience August 2009 - October 2010
Job Executive Director at NuGenesis
Industry Nonprofit Organization Management
Experience
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

Richard Cheever Richard Cheever San Francisco Bay Area Details
Richard Cheever's North Berkeley Investment Partners Experience April 2015 - Present
Job Portfolio Advisor/Research Analyst at North Berkeley Investment Partners
Industry Investment Management
Experience
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.

Sam Wood-Bednarz Sam Wood-Bednarz San Francisco Bay Area Details
Sam Wood-Bednarz's North Berkeley Investment Partners Experience January 2015 - Present
Job Client Planner at North Berkeley Investment Partners
Industry Financial Services
Experience
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

Brian Kozel, CFP® Brian Kozel, CFP® San Francisco Bay Area Details
Brian Kozel, CFP®'s North Berkeley Investment Partners Experience July 2013 - Present
Job North Berkeley Investment Partners
Industry Financial Services
Experience
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

Lisa St.Claire Lisa St.Claire San Francisco Bay Area Details
Lisa St.Claire's North Berkeley Investment Partners Experience November 2013 - December 2014
Job Founding Director at Arena Financial LLC
Industry Financial Services
Experience
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