Pacific Income Advisers
Industry: Company
DescriptionFounded: 1986 Subsidiary: Grandview Capital Management LLC
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Pacific Income Advisers Employees
Employee
Years
Job
Industry
Michelle (Sexton) Bonowski Michelle (Sexton) Bonowski's Pacific Income Advisers Experience April 2000 - April 2003
Job Realtor at Hill & Associates
Industry Real Estate
Experience
Hill & Associates October 2014 - Present
RE/MAX November 2013 - October 2014
Leadership Manhattan Beach June 2010 - June 2014
South Bay Brokers March 2004 - November 2013
Petersen Automotive Museum 2012 - 2013
All American Truck Show 2012 - 2013
Manhattan Beach Chamber of Commerce 2008 - 2013
South Bay Association of Realtors 2010 - 2012
Sexton Homes, Inc. April 2003 - March 2004
Pacific Income Advisers April 2000 - April 2003
Skills
Leadership, First Time Home Buyers, Single Family Homes, Sellers, Relocation, Buyer Representation, Referrals, Listings, Luxury, Real Estate, Real Estate Development, Residential Homes, Marketing, Training, Nonprofits, New Home Sales, Small Business, Home Staging, Marketing Strategy, Social Media Marketing, Brokerage, Condos, Foreclosures, Investment Properties, Investors, Real Estate Transactions, Selling, Seniors, Sales, Real Property, Property Management, Negotiation, Buyers, CRM, Contract Negotiation, Property, Real Estate Financing, Real Estate Economics, Rentals, Commercial Real Estate
Education
El Camino College
Hill & Associates October 2014 - Present
RE/MAX November 2013 - October 2014
Leadership Manhattan Beach June 2010 - June 2014
South Bay Brokers March 2004 - November 2013
Petersen Automotive Museum 2012 - 2013
All American Truck Show 2012 - 2013
Manhattan Beach Chamber of Commerce 2008 - 2013
South Bay Association of Realtors 2010 - 2012
Sexton Homes, Inc. April 2003 - March 2004
Pacific Income Advisers April 2000 - April 2003
Skills
Leadership, First Time Home Buyers, Single Family Homes, Sellers, Relocation, Buyer Representation, Referrals, Listings, Luxury, Real Estate, Real Estate Development, Residential Homes, Marketing, Training, Nonprofits, New Home Sales, Small Business, Home Staging, Marketing Strategy, Social Media Marketing, Brokerage, Condos, Foreclosures, Investment Properties, Investors, Real Estate Transactions, Selling, Seniors, Sales, Real Property, Property Management, Negotiation, Buyers, CRM, Contract Negotiation, Property, Real Estate Financing, Real Estate Economics, Rentals, Commercial Real Estate
Education
El Camino College
Brad Schluter Brad Schluter's Pacific Income Advisers Experience January 2001 - August 2013
Job Institutional Group Manager at Forward
Industry Financial Services
Experience
Forward May 2014 - July 2015
Forward September 2013 - July 2015
Pacific Income Advisers January 2001 - August 2013
The Burridge Group 1995 - December 2000
Nicholas Applegate 1990 - 1995
Skills
Business Development, Wealth Management, Sales, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Investments, Marketing, Hedge Funds, Equities, Securities, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Series 7
Education
University of Southern California
Finance
Forward May 2014 - July 2015
Forward September 2013 - July 2015
Pacific Income Advisers January 2001 - August 2013
The Burridge Group 1995 - December 2000
Nicholas Applegate 1990 - 1995
Skills
Business Development, Wealth Management, Sales, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Asset Managment, Investment Management, Investments, Marketing, Hedge Funds, Equities, Securities, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Series 7
Education
University of Southern California
Finance
Ross Guttenberg Ross Guttenberg's Pacific Income Advisers Experience June 2009 - May 2010
Job Customer Support Technician at bCODE
Industry Telecommunications
Experience
bCODE December 2010 - March 2012
bCODE August 2010 - December 2010
Pacific Income Advisers June 2009 - May 2010
Guttenberg, Rapson & Colvin LLP September 2004 - September 2006
Guttenberg, Rapson & Colvin LLP September 2002 - September 2006
Skills
Microsoft Office, CRM, Customer Service, Customer Satisfaction, Technical Support, Customer Support, Vtiger, Analytics, Financial Analysis, Financial Statement..., Mobile Devices, Program Management, Management, Start-ups, Analysis
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
bCODE December 2010 - March 2012
bCODE August 2010 - December 2010
Pacific Income Advisers June 2009 - May 2010
Guttenberg, Rapson & Colvin LLP September 2004 - September 2006
Guttenberg, Rapson & Colvin LLP September 2002 - September 2006
Skills
Microsoft Office, CRM, Customer Service, Customer Satisfaction, Technical Support, Customer Support, Vtiger, Analytics, Financial Analysis, Financial Statement..., Mobile Devices, Program Management, Management, Start-ups, Analysis
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
Tom DiBari, CIMA(r) Tom DiBari, CIMA(r)'s Pacific Income Advisers Experience May 1999 - August 2012
Job Regional DirectorNortheast Division at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners April 2015 - Present
Geneva Advisors August 2012 - April 2015
Pacific Income Advisers May 1999 - August 2012
PaineWebber August 1996 - May 1999
Ibbotson Associates October 1994 - August 1996
PNC Bank 1992 - 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, New Business Development, Separately Managed..., Hedge Funds, Fixed Income, Alternative Investments, Investment Strategies, Financial Advisory, Asset Managment, Financial Services, High Net Worth..., Securities, Financial Markets, Training, ETFs, Relationship Management, Series 65, Sales Presentations, Business Relationship..., Institutional Clients, Municipalities, Certified Investment..., CRM, Investment Advisory, Institutional..., Selling, Salesforce.com, Investment Products, Taft-Hartley Clients, Foundations and..., Consultative Selling, Consultant Relations, Client Service, Investment Policy..., Seminars, Practice Management, Public Speaking, Series 7, Sales
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
The Johns Hopkins University 1984 — 1988
BA, Economics
Mater Dei High School 1981 — 1984
IMCA
Chartwell Investment Partners April 2015 - Present
Geneva Advisors August 2012 - April 2015
Pacific Income Advisers May 1999 - August 2012
PaineWebber August 1996 - May 1999
Ibbotson Associates October 1994 - August 1996
PNC Bank 1992 - 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, New Business Development, Separately Managed..., Hedge Funds, Fixed Income, Alternative Investments, Investment Strategies, Financial Advisory, Asset Managment, Financial Services, High Net Worth..., Securities, Financial Markets, Training, ETFs, Relationship Management, Series 65, Sales Presentations, Business Relationship..., Institutional Clients, Municipalities, Certified Investment..., CRM, Investment Advisory, Institutional..., Selling, Salesforce.com, Investment Products, Taft-Hartley Clients, Foundations and..., Consultative Selling, Consultant Relations, Client Service, Investment Policy..., Seminars, Practice Management, Public Speaking, Series 7, Sales
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
The Johns Hopkins University 1984 — 1988
BA, Economics
Mater Dei High School 1981 — 1984
IMCA
Ryan Yakubik, CFA Ryan Yakubik, CFA's Pacific Income Advisers Experience 1997 - 2005
Job Finance Director
Industry Airlines/Aviation
Experience
Los Angeles World Airports June 2005 - Present
Pacific Income Advisers 1997 - 2005
Skills
Asset Managment, Finance, Valuation, Aviation, Financial Analysis, Contract Negotiation, Forecasting, Investments, Management, Financial Modeling, Strategic Planning, Program Management, Asset Management, Financial Reporting, Business Strategy, Policy Analysis, Budgets
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Los Angeles World Airports June 2005 - Present
Pacific Income Advisers 1997 - 2005
Skills
Asset Managment, Finance, Valuation, Aviation, Financial Analysis, Contract Negotiation, Forecasting, Investments, Management, Financial Modeling, Strategic Planning, Program Management, Asset Management, Financial Reporting, Business Strategy, Policy Analysis, Budgets
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Guy Torres Guy Torres's Pacific Income Advisers Experience 2003 - Present
Job Managing Director at Pacific Income Advisers
Industry Financial Services
Experience
Pacific Income Advisers 2003 - Present
Trivium Consulting 2001 - 2004
Portfolio Management Consultants 1995 - 2000
Asset Management Group 1992 - 1994
Skills
Investment Management, Fixed Income, Asset Allocation, Equities, Investments, Portfolio Management, Asset Management, Separately Managed..., Mutual Funds, Wealth Management, Financial Advisory, Retirement, Securities, High Net Worth..., Institutional..., Bonds, Strategic Financial..., Capital Markets
Education
University of Colorado Boulder 1995 — 1997
MBA, Business - Finance
Colorado State University 1987 — 1991
Pacific Income Advisers 2003 - Present
Trivium Consulting 2001 - 2004
Portfolio Management Consultants 1995 - 2000
Asset Management Group 1992 - 1994
Skills
Investment Management, Fixed Income, Asset Allocation, Equities, Investments, Portfolio Management, Asset Management, Separately Managed..., Mutual Funds, Wealth Management, Financial Advisory, Retirement, Securities, High Net Worth..., Institutional..., Bonds, Strategic Financial..., Capital Markets
Education
University of Colorado Boulder 1995 — 1997
MBA, Business - Finance
Colorado State University 1987 — 1991
Tim Tarpening Tim Tarpening's Pacific Income Advisers Experience 1993 - Present
Job Managing Director, Portfolio Strategist at Pacific Income Advisers
Industry Investment Management
Experience
Pacific Income Advisers 1993 - Present
Drexel Burnham Lambert 1987 - 1989
Skills
Asset Management, Portfolio Management, Executive Management, Business Strategy, New Business Development, Asset Managment, Bloomberg, Investment Banking, Investment Management, Valuation, Asset Allocation, Investments, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, Fund Of Funds, ETFs, Separately Managed..., Investment Advisory, Mutual Funds, Institutional..., Alternative Investments
Education
Brownell jr high
Brownell jr high
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
Bellarmine College Preparatory
diploma
Pacific Income Advisers 1993 - Present
Drexel Burnham Lambert 1987 - 1989
Skills
Asset Management, Portfolio Management, Executive Management, Business Strategy, New Business Development, Asset Managment, Bloomberg, Investment Banking, Investment Management, Valuation, Asset Allocation, Investments, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, Fund Of Funds, ETFs, Separately Managed..., Investment Advisory, Mutual Funds, Institutional..., Alternative Investments
Education
Brownell jr high
Brownell jr high
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
Bellarmine College Preparatory
diploma
Bob Cornish Bob Cornish's Pacific Income Advisers Experience 1998 - 2003
Job Partner; Phillips Lytle LLP
Industry Law Practice
Experience
Phillips Lytle LLP June 2014 - Present
Dilworth Paxson LLP 2009 - June 2014
Baker Donelson 2007 - 2009
Bolton Investment Group 2003 - 2007
Pacific Income Advisers 1998 - 2003
Law Offices of Jonathan Lagemann 1993 - 1997
Skills
Litigation, Hedge Funds, Asset Managment, Venture Capital, Equities, Arbitration, Private Equity, Corporate Law, International Business..., Futures, Commodity Pools, Swaps, Options, Mediation, Broker-Dealer, equine law, Investment Management, Wyoming Law, Tennessee Law, Arkansas law, Legal, Investments, FINRA, Commodity, Dispute Resolution, Securities Regulation, Securities Litigation, Corporate Governance, Employment Law, Legal Research, Asset Management, Courts, Start-ups, Appeals, Estate Planning, Joint Ventures, Financial Services, Alternative Dispute..., Strategy, Financial Advisory, Due Diligence, Mergers & Acquisitions, Restructuring, Legal Compliance, Financial Structuring, Finance, Intellectual Property, International Law, Deal Sourcing, Private Placements
Education
Samford University, Cumberland School of Law 1990 — 1993
J.D., Law
Davidson College 1985 — 1989
A.B., Political Science
Nutley High School 1981 — 1985
Phillips Lytle LLP June 2014 - Present
Dilworth Paxson LLP 2009 - June 2014
Baker Donelson 2007 - 2009
Bolton Investment Group 2003 - 2007
Pacific Income Advisers 1998 - 2003
Law Offices of Jonathan Lagemann 1993 - 1997
Skills
Litigation, Hedge Funds, Asset Managment, Venture Capital, Equities, Arbitration, Private Equity, Corporate Law, International Business..., Futures, Commodity Pools, Swaps, Options, Mediation, Broker-Dealer, equine law, Investment Management, Wyoming Law, Tennessee Law, Arkansas law, Legal, Investments, FINRA, Commodity, Dispute Resolution, Securities Regulation, Securities Litigation, Corporate Governance, Employment Law, Legal Research, Asset Management, Courts, Start-ups, Appeals, Estate Planning, Joint Ventures, Financial Services, Alternative Dispute..., Strategy, Financial Advisory, Due Diligence, Mergers & Acquisitions, Restructuring, Legal Compliance, Financial Structuring, Finance, Intellectual Property, International Law, Deal Sourcing, Private Placements
Education
Samford University, Cumberland School of Law 1990 — 1993
J.D., Law
Davidson College 1985 — 1989
A.B., Political Science
Nutley High School 1981 — 1985
Nicole Harleman Nicole Harleman's Pacific Income Advisers Experience April 2006 - August 2006
Job Customer Service Associate at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt August 2009 - Present
Spherion Staffing Group, the Hewitt Project September 2009 - July 2010
Next Financial Group January 2007 - October 2007
Pacific Income Advisers April 2006 - August 2006
ING April 2005 - August 2005
National Planning Corporation, California April 2003 - April 2005
First Republic Securities July 2002 - April 2003
First Republic November 2001 - July 2002
Skills
Lotus Notes, Customer Service, Telephone Skills, Banking, Filing, Defined Benefit, Retail, Loans, Retirement, Research, Defined Contribution, Pensions, Call Centers, Open Enrollment, Customer Satisfaction
Education
University of Phoenix 2008 — 2011
Bachelor of Science, Business Communications
Aon Hewitt August 2009 - Present
Spherion Staffing Group, the Hewitt Project September 2009 - July 2010
Next Financial Group January 2007 - October 2007
Pacific Income Advisers April 2006 - August 2006
ING April 2005 - August 2005
National Planning Corporation, California April 2003 - April 2005
First Republic Securities July 2002 - April 2003
First Republic November 2001 - July 2002
Skills
Lotus Notes, Customer Service, Telephone Skills, Banking, Filing, Defined Benefit, Retail, Loans, Retirement, Research, Defined Contribution, Pensions, Call Centers, Open Enrollment, Customer Satisfaction
Education
University of Phoenix 2008 — 2011
Bachelor of Science, Business Communications
La (Deborah S. Wilson, MBA) Dauphine La (Deborah S. Wilson, MBA) Dauphine's Pacific Income Advisers Experience May 1999 - October 2000
Job Fashion Stylist/Image Consultant
Industry Apparel & Fashion
Experience
PowerDressing.com January 2004 - Present
Not Just A Label (NJAL) May 2010 - 2012
Examiner.com April 2010 - 2012
Beautyverve.com February 2010 - 2012
The Bank of New York October 2000 - October 2006
Pacific Income Advisers May 1999 - October 2000
Westbourne Capital August 1998 - February 1999
Seidner & Company February 1998 - August 1998
Bankers Trust Company July 1997 - February 1998
Trust Company of the West July 1990 - July 1997
Skills
Social Media Marketing, Fashion, Photo Shoots, Blogging, Marketing, Management, Editorial, Social Media, Beauty Industry, Copywriting, Portfolio Performance..., Performance Analysis, Performance Metrics, Investment Compliance, Investment Policy..., Client Relations Skills, Product Marketing, Performance Attribution, Performance Measurement, Compliance Monitoring, Asset Allocation, Operations Management, Private Clients, Institutional Clients, Social Networking, Photography, Facebook, Content Strategy, Copy Editing, Publishing, Styling, Wardrobe Analysis, Leadership, Press Releases, Apparel, Merchandising, Publicity, Creative Direction, Trend Analysis, Art
Education
Arizona State University 2003 — 2004
MBA
University of Redlands 1999 — 2001
B.S.
Monteal West
Monteal West
Monteal West
PowerDressing.com January 2004 - Present
Not Just A Label (NJAL) May 2010 - 2012
Examiner.com April 2010 - 2012
Beautyverve.com February 2010 - 2012
The Bank of New York October 2000 - October 2006
Pacific Income Advisers May 1999 - October 2000
Westbourne Capital August 1998 - February 1999
Seidner & Company February 1998 - August 1998
Bankers Trust Company July 1997 - February 1998
Trust Company of the West July 1990 - July 1997
Skills
Social Media Marketing, Fashion, Photo Shoots, Blogging, Marketing, Management, Editorial, Social Media, Beauty Industry, Copywriting, Portfolio Performance..., Performance Analysis, Performance Metrics, Investment Compliance, Investment Policy..., Client Relations Skills, Product Marketing, Performance Attribution, Performance Measurement, Compliance Monitoring, Asset Allocation, Operations Management, Private Clients, Institutional Clients, Social Networking, Photography, Facebook, Content Strategy, Copy Editing, Publishing, Styling, Wardrobe Analysis, Leadership, Press Releases, Apparel, Merchandising, Publicity, Creative Direction, Trend Analysis, Art
Education
Arizona State University 2003 — 2004
MBA
University of Redlands 1999 — 2001
B.S.
Monteal West
Monteal West
Monteal West
Christine Nam Christine Nam's Pacific Income Advisers Experience July 2014 - Present
Job Associate at Pacific Income Advisers, Inc.
Industry Investment Management
Experience
Pacific Income Advisers July 2014 - Present
BDO USA, LLP October 2013 - March 2014
Vantage Point Advisors, Inc. October 2012 - March 2013
FMV Opinions, Inc. June 2012 - July 2012
Eureka Capital Markets, LLC January 2012 - May 2012
Skills
Business Valuation, Valuation, Financial Reporting, Investment Banking
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Economics
Mission San Jose High School 2005 — 2009
High school diploma
Pacific Income Advisers July 2014 - Present
BDO USA, LLP October 2013 - March 2014
Vantage Point Advisors, Inc. October 2012 - March 2013
FMV Opinions, Inc. June 2012 - July 2012
Eureka Capital Markets, LLC January 2012 - May 2012
Skills
Business Valuation, Valuation, Financial Reporting, Investment Banking
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Economics
Mission San Jose High School 2005 — 2009
High school diploma
Bistra Pashamova, CFA Bistra Pashamova, CFA's Pacific Income Advisers Experience September 2000 - Present
Job SVP/Portfolio Manager at Anworth Mortgage Asset Corp
Industry Investment Management
Experience
Anworth Mortgage September 2002 - Present
Pacific Income Advisers September 2000 - Present
Pacific Income Advisers September 1997 - August 2000
Skills
Asset Managment, Investment Management, Hedge Funds, Investment Strategies, Portfolio Management, Fixed Income, Investments, Bloomberg, Valuation, Bonds, Securities, Capital Markets, Asset Management
Education
University of Southern California
M.A.
Denison University
B.A.
Anworth Mortgage September 2002 - Present
Pacific Income Advisers September 2000 - Present
Pacific Income Advisers September 1997 - August 2000
Skills
Asset Managment, Investment Management, Hedge Funds, Investment Strategies, Portfolio Management, Fixed Income, Investments, Bloomberg, Valuation, Bonds, Securities, Capital Markets, Asset Management
Education
University of Southern California
M.A.
Denison University
B.A.
Joe McAdams Joe McAdams's Pacific Income Advisers Experience 1998 - Present
Job Chief Investment Officer at Anworth Mortgage
Industry Investment Management
Experience
Anworth Mortgage 1998 - Present
Pacific Income Advisers 1998 - Present
Donaldson, Lufkin & Jenrette 1993 - 1998
Education
The University of Chicago 1991 — 1993
Master's Degree, Economics
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree
Anworth Mortgage 1998 - Present
Pacific Income Advisers 1998 - Present
Donaldson, Lufkin & Jenrette 1993 - 1998
Education
The University of Chicago 1991 — 1993
Master's Degree, Economics
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree
Tom Weary's Pacific Income Advisers Experience August 2009 - March 2011
Job Chief Investment Officer at Lau Associates
Industry Investment Management
Experience
Lau Associates LLC March 2011 - Present
Pacific Income Advisers August 2009 - March 2011
Diamond Portfolio Advisors, LLC September 2000 - August 2009
Provident Investment Counsel September 1998 - August 2000
Farmers Group May 1996 - August 1998
John Hancock Mutual Funds November 1989 - May 1996
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Institutional, Investment Strategies, Equity Research, Wealth Management, Securities
Education
Harvard University 1978 — 1982
AB, Philosophy
Lau Associates LLC March 2011 - Present
Pacific Income Advisers August 2009 - March 2011
Diamond Portfolio Advisors, LLC September 2000 - August 2009
Provident Investment Counsel September 1998 - August 2000
Farmers Group May 1996 - August 1998
John Hancock Mutual Funds November 1989 - May 1996
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Institutional, Investment Strategies, Equity Research, Wealth Management, Securities
Education
Harvard University 1978 — 1982
AB, Philosophy
Richard Duff Richard Duff's Pacific Income Advisers Experience 1995 - 1998
Job President at Redwood Investment Management
Industry Investment Management
Experience
Redwood Investment Management March 2015 - Present
OMT Capital Management May 2010 - February 2015
J&W Seligman 2008 - April 2010
Harvest Capital Strategies (formerly JMP Asset Management) 2006 - 2008
BlackRock 2002 - 2005
Forward Management 2001 - 2002
Nicholas Applegate 1998 - 2001
Pacific Income Advisers 1995 - 1998
Education
University of San Francisco School of Law 1992 — 1994
JD, Law
Washington and Lee University School of Law 1991 — 1992
Law
University of California, Berkeley 1989 — 1991
BA, History
Redwood Investment Management March 2015 - Present
OMT Capital Management May 2010 - February 2015
J&W Seligman 2008 - April 2010
Harvest Capital Strategies (formerly JMP Asset Management) 2006 - 2008
BlackRock 2002 - 2005
Forward Management 2001 - 2002
Nicholas Applegate 1998 - 2001
Pacific Income Advisers 1995 - 1998
Education
University of San Francisco School of Law 1992 — 1994
JD, Law
Washington and Lee University School of Law 1991 — 1992
Law
University of California, Berkeley 1989 — 1991
BA, History
Chad Suggs, CFA's Pacific Income Advisers Experience 1998 - 1999
Job Finance Executive
Industry Medical Devices
Experience
Iris Diagnostics (a Danaher/Beckman Coulter company) February 2008 - Present
CIBC World Markets July 2003 - May 2007
Wells Fargo Securities 2000 - 2003
Wedbush Morgan Securities 1999 - 2000
Pacific Income Advisers 1998 - 1999
Skills
Business Valuation, Financial Modeling, Equity Research, Accounting, Forecasting, Budget, DCF, Valuation, Corporate Finance, Financial Analysis, Mergers, Capital Raising, Strategy, Mergers & Acquisitions, Budgets, Cost Accounting, Finance, Analysis, Financial Reporting, Due Diligence, Investments, Investment Banking, Sales, Equities, Business Planning, Executive Management, Management, Competitive Analysis, Corporate Development, Private Equity, Venture Capital, Treasury Management, Investor Relations, Managerial Finance, Restructuring, Acquisition Integration, IPO, Strategic Financial..., Cross-functional Team..., Risk Management, SEC filings, Auditing, Sarbanes-Oxley Act, M&A experience
Education
University of Oklahoma - Price College of Business 1986 — 1991
Bachelors
Iris Diagnostics (a Danaher/Beckman Coulter company) February 2008 - Present
CIBC World Markets July 2003 - May 2007
Wells Fargo Securities 2000 - 2003
Wedbush Morgan Securities 1999 - 2000
Pacific Income Advisers 1998 - 1999
Skills
Business Valuation, Financial Modeling, Equity Research, Accounting, Forecasting, Budget, DCF, Valuation, Corporate Finance, Financial Analysis, Mergers, Capital Raising, Strategy, Mergers & Acquisitions, Budgets, Cost Accounting, Finance, Analysis, Financial Reporting, Due Diligence, Investments, Investment Banking, Sales, Equities, Business Planning, Executive Management, Management, Competitive Analysis, Corporate Development, Private Equity, Venture Capital, Treasury Management, Investor Relations, Managerial Finance, Restructuring, Acquisition Integration, IPO, Strategic Financial..., Cross-functional Team..., Risk Management, SEC filings, Auditing, Sarbanes-Oxley Act, M&A experience
Education
University of Oklahoma - Price College of Business 1986 — 1991
Bachelors
Michael Van Vleck, CFA's Pacific Income Advisers Experience 1998 - 2005
Job at Denali Real Estate, LLC
Industry Real Estate
Experience
Denali Real Estate, LLC January 2013 - Present
Geneva Real Estate & Investments LLC April 2009 - December 2012
Standish Mellon Asset Management April 2007 - June 2009
Bank of New York Mellon April 2007 - June 2009
Sage Advisory Services August 2005 - September 2006
Pacific Income Advisers 1998 - 2005
Army National Guard February 1992 - February 2001
Skills
Fixed Income, Management, Investments, Sales, Securities, Marketing, Portfolio Management, Property Management, Financial Analysis, Residential Homes, Real Estate, Institutional..., Asset Management, Asset Managment, Equities, Investment Advisory, Asset Allocation, Selling, Referrals, Mutual Funds, Negotiation, Property, Investment Properties
Education
Northern Illinois University 1994 — 1998
B.S., Finance
Boylan High School
Denali Real Estate, LLC January 2013 - Present
Geneva Real Estate & Investments LLC April 2009 - December 2012
Standish Mellon Asset Management April 2007 - June 2009
Bank of New York Mellon April 2007 - June 2009
Sage Advisory Services August 2005 - September 2006
Pacific Income Advisers 1998 - 2005
Army National Guard February 1992 - February 2001
Skills
Fixed Income, Management, Investments, Sales, Securities, Marketing, Portfolio Management, Property Management, Financial Analysis, Residential Homes, Real Estate, Institutional..., Asset Management, Asset Managment, Equities, Investment Advisory, Asset Allocation, Selling, Referrals, Mutual Funds, Negotiation, Property, Investment Properties
Education
Northern Illinois University 1994 — 1998
B.S., Finance
Boylan High School
Jim Lisko's Pacific Income Advisers Experience May 2010 - Present
Job Senior Vice President Portfolio Manager at Pacific Income Advisers
Industry Financial Services
Experience
Pacific Income Advisers May 2010 - Present
Grandview Capital Managemnt, LLC 1999 - Present
Papillon Partners 1998 - 1999
SunAmerica 1997 - 1998
JPBT Advisers, Inc. 1993 - 1996
Education
University of Miami - School of Business 1991 — 1992
MBA
The Ohio State University 1985 — 1989
BS, Finance
Pacific Income Advisers May 2010 - Present
Grandview Capital Managemnt, LLC 1999 - Present
Papillon Partners 1998 - 1999
SunAmerica 1997 - 1998
JPBT Advisers, Inc. 1993 - 1996
Education
University of Miami - School of Business 1991 — 1992
MBA
The Ohio State University 1985 — 1989
BS, Finance
Lloyd McAdams, CFA's Pacific Income Advisers Experience 1986 - Present
Job Chairman
Industry Investment Management
Experience
PIA Farmland, Inc. January 2013 - Present
Anworth Mortgage 1998 - Present
Syndicated Capital, Inc. June 1995 - Present
Pacific Income Advisers 1986 - Present
Skills
Asset Managment, Investments, Equities, Hedge Funds, Investment Banking, Capital Markets, Private Equity, Venture Capital, Mergers & Acquisitions, Valuation, Fixed Income, Financial Modeling, Trading, Investment Management, Securities
Education
Stanford University 1963 — 1967
BS
PIA Farmland, Inc. January 2013 - Present
Anworth Mortgage 1998 - Present
Syndicated Capital, Inc. June 1995 - Present
Pacific Income Advisers 1986 - Present
Skills
Asset Managment, Investments, Equities, Hedge Funds, Investment Banking, Capital Markets, Private Equity, Venture Capital, Mergers & Acquisitions, Valuation, Fixed Income, Financial Modeling, Trading, Investment Management, Securities
Education
Stanford University 1963 — 1967
BS
Nicholas Parenti's Pacific Income Advisers Experience 2002 - Present
Job Vice President at Pacific Income Advisers
Industry Investment Management
Experience
Pacific Income Advisers 2002 - Present
Skills
Asset Managment, Business Development, Asset Management, Equities, Valuation, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Hedge Funds, Fixed Income, Alternative Investments, Securities
Education
Loyola Marymount University, College of Business Administration 1996 — 2000
B.A., Business Finance
Pacific Income Advisers 2002 - Present
Skills
Asset Managment, Business Development, Asset Management, Equities, Valuation, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Hedge Funds, Fixed Income, Alternative Investments, Securities
Education
Loyola Marymount University, College of Business Administration 1996 — 2000
B.A., Business Finance
Jason Hoffer's Pacific Income Advisers Experience April 2001 - August 2002
Job Bank Relationship Management at Western Asset Management
Industry Investment Management
Experience
Western Asset Management 2002 - Present
Pacific Income Advisers April 2001 - August 2002
Education
California State University-Northridge 1995 — 2000
BS, Business Administration, Finance
Woodbury University
MBA
Western Asset Management 2002 - Present
Pacific Income Advisers April 2001 - August 2002
Education
California State University-Northridge 1995 — 2000
BS, Business Administration, Finance
Woodbury University
MBA
Kristin (Lemmon) Hall's Pacific Income Advisers Experience July 1996 - February 1999
Job Consulting/Strategic Decisions
Industry Market Research
Experience
K.H. Consulting August 2006 - Present
American Funds April 2000 - February 2007
Lincoln Financial Group June 1999 - October 1999
Pacific Income Advisers July 1996 - February 1999
Bank One September 1995 - May 1996
Skills
Competitive Intelligence, Segmentation, Investments, Marketing Research, Equities, Focus Groups, Analytics, Business Insights, Competitive Analysis, Customer Insight, Market Analysis, Market Research, Primary Research, Quantitative Analytics, Quantitative Research, Leadership, Management, Marketing, Marketing Strategy, Strategy
Education
Thunderbird School of Global Management 1994 — 1996
Master of International Management
California Lutheran University 1990 — 1993
Bachelor of Arts (B.A.), Political Science and Government
K.H. Consulting August 2006 - Present
American Funds April 2000 - February 2007
Lincoln Financial Group June 1999 - October 1999
Pacific Income Advisers July 1996 - February 1999
Bank One September 1995 - May 1996
Skills
Competitive Intelligence, Segmentation, Investments, Marketing Research, Equities, Focus Groups, Analytics, Business Insights, Competitive Analysis, Customer Insight, Market Analysis, Market Research, Primary Research, Quantitative Analytics, Quantitative Research, Leadership, Management, Marketing, Marketing Strategy, Strategy
Education
Thunderbird School of Global Management 1994 — 1996
Master of International Management
California Lutheran University 1990 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY