Personal Capital

Industry: Company

Description

Personal Capital is an online financial advisor and personal wealth management company headquartered in San Carlos, California with offices in San Francisco, CA and Denver, CO. Assets under management: 8 billion USD Founded: 2009 CEO: Jay Shah Headquarters: San Carlos, CA Founders: Bill Harris, Rob Foregger, Louie Gasparini Subsidiary: Personal Capital Advisors Corp

Personal Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Personal Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Personal Capital Salaries. You can even request information on how much does Personal Capital pay if you want to. Learn about salaries, pros and cons of working for Personal Capital directly from the past employees.

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145 Personal Capital employees in database. Find out everything there's to know about Personal Capital employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Personal Capital Employees

Employee
Years
Job
Industry
Luke Samuels Luke Samuels Greater Denver Area Details
Luke Samuels's Personal Capital Experience January 2015 - Present
Job Associate Vice President
Industry Financial Services
Experience
Personal Capital   January 2015 - Present
UBS Wealth Management  January 2014 - May 2014
California Lutheran University  January 2013 - December 2013
Prudential Tropical Realty  June 2013 - September 2013
Wells Fargo  January 2011 - September 2011
Sunrise Newspaper   January 2009 - July 2010
Sole Sports Running Zone  September 2006 - June 2010

Skills
Leadership, Sales, Teamwork, Microsoft Office, Customer Service, Finance, Public Speaking, Microsoft Excel, Economics, Editing, Research, PowerPoint, Goal Oriented, Social Networking, Critical Thinking, Financial Analysis, Business Strategy, Investments, Negotiation, Market Research, Team-oriented, Hardwork, Morningstar, Business Intelligence, Microsoft Word, People-oriented, Interpersonal..., Time-efficient, Real Estate Financing, Real Estate Economics, REIT, Pre-sales

Education
California Lutheran University   2010 — 2014
Bachelor of Science (BS), Business Administration; Emphasis in Finance, Minor - Economics

American Business School - Paris, France   2012 — 2012
Study Abroad, Business Administration

Corona del Sol   2006 — 2010
High School

Alison Mittelstadt Alison Mittelstadt Washington D.C. Metro Area Details
Alison Mittelstadt's Personal Capital Experience May 2014 - Present
Job Head of Digital and Acquisition Marketing based in San Francisco, CA
Industry Internet
Experience
Personal Capital   May 2014 - Present
Rock Creek Velo   May 2014 - Present
Vocus (now Cision)   September 2011 - April 2014
Potomac Speedskating Club   May 2008 - April 2014
E*TRADE FINANCIAL  May 2003 - September 2011
Network Solutions  2001 - 2002
Qfactor (webnet-marketing)   January 1999 - August 2001
United States Postal Service, International Business Unit (IBU)   February 1996 - February 1999
French Trade Commission  1990 - 1995
World Learning  1984 - 1989

Skills
Digital Marketing, Web Analytics, SEO, Media Buying, Social Marketing, Negotiation, SEM, Online Advertising, Digital Strategy, PPC, Lead Generation, Sports Marketing, E-commerce, Online Marketing, Analytics, Customer Acquisition, Integrated Marketing, Advertising, Product Marketing, Marketing Strategy, Direct Marketing, Social Media Marketing, Marketing, Web Marketing, B2B, New Media, SaaS, Digital Media, Social Media

Education
University of Michigan
BA with Highest Honors, French Language and Literature

University of South Carolina-Columbia
MBA, International Marketing

Julie Mayfield Julie Mayfield Kansas City, Missouri Area Details
Julie Mayfield's Personal Capital Experience 2015 - Present
Job Freelance Writer and Online Publisher
Industry Online Media
Experience
Personal Capital   2015 - Present
Creating This Life   2013 - Present
Lindsey, Inc. dba LINC Benefit Plans   2005 - Present
Tom Mayfield Agency, Inc.   1992 - Present
The Family CEO   2006 - 2015
U.S. News & World Report   2011 - 2013
PerkStreet Financial  2010 - 2012
Shockey Consulting Services, LLC  2007 - 2009
LINC Administrative Services, Inc.   1989 - 1995
Mark Twain Banks   1988 - 1989

Skills
Wordpress, SEO, Online Content Creation, Affiliate Marketing, Blogging, Web Content, Social Media, Editorial, WordPress, Editing, Facebook, Content Development, Social Media Marketing, Content Strategy, Online Marketing, Photography, Online Publishing, Writing

Education
The University of Kansas   1984 — 1987
B.S., Business Administration

Baylor University   1983 — 1984

Sumner Academy of Arts and Science

Colin Skowronski Colin Skowronski Greater Denver Area Details
Colin Skowronski's Personal Capital Experience November 2014 - Present
Job Associate Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   November 2014 - Present
Northwestern Mutual  July 2014 - November 2014
Historic Hotel Boulderado   July 2013 - May 2014
Office Depot Boulder   June 2012 - June 2013
Grand Hyatt Denver  April 2011 - October 2011

Skills
Sales, Customer Service, Business Strategy, Leadership, Team Leadership, Hospitality, Account Management, Team Management, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Bilingual-English/Spanis..., Public Speaking, Always Punctual, Highly Dedicated, Athletics

Education
University of Colorado Boulder   2010 — 2014
Bachelor's Degree, International Relations and Affairs

Ponderosa High School   2007 — 2010

Tom Salvatierra, CFP® Tom Salvatierra, CFP® San Francisco Bay Area Details
Tom Salvatierra, CFP®'s Personal Capital Experience October 2012 - Present
Job Vice President at Personal Capital
Industry Investment Management
Experience
Personal Capital   October 2012 - Present
Wildfire+Google   January 2012 - October 2012
Fisher Investments  April 2011 - January 2012
Fisher Investments  December 2010 - April 2011
Fisher Investments  July 2007 - November 2010
Spectrum Athletic Clubs  2006 - 2007
Equinox  April 2005 - January 2006

Skills
Start-ups, CRM, Portfolio Management, Investments, Sales, Direct Sales, Leadership, Sales Management, Salesforce.com, Social Media Marketing, Asset Allocation, Sales Process, Training, Account Management, Cold Calling, Marketing, Customer Relations, Inside Sales, Customer Service, New Business Development, Strategic Financial..., Risk Management, Insurance, Personal Financial..., Financial Planning

Education
Northwestern University   2013 — 2014
Certified Financial Planning Certification

University of California, Santa Barbara
Bachelor of Arts, Law and Society

Jay Shah Jay Shah San Francisco Bay Area Details
Jay Shah's Personal Capital Experience August 2012 - Present
Job Chief Operating Officer at Personal Capital
Industry Financial Services
Experience
Personal Capital   August 2012 - Present
Personal Capital   October 2009 - Present
Ellie Mae  November 2014 - Present
Ellie Mae  March 2012 - October 2014
Corefino, Inc.   March 2009 - October 2009
E-LOAN, Inc.   June 2005 - February 2009
E-LOAN, Inc.   March 2004 - June 2005
Myers Internet, Inc.   December 2003 - February 2004
Myers Internet, Inc.   February 2000 - December 2003
Provident Funding Associates, L.P. (PFA)   October 1998 - February 2000

Skills
Vendor Management, Software Development, Business Strategy, Project Management, Process Engineering, Operations Management, Cloud Computing, SaaS, Process Improvement, Business Intelligence, Program Management, Product Management, Start-ups, Strategic Planning, IT Strategy, Business Analysis, SDLC, Business Process..., Integration, Information Technology, Product Development, Cross-functional Team..., Enterprise Software, Executive Management, Leadership, Business Process..., Strategy, Risk Management, Analysis, Entrepreneurship, Telecommunications, Quality Assurance

Education
Stanford University Graduate School of Business
Customer-Focused Innovation

University of California, Santa Barbara   1988 — 1991
BA, Business Economics, concentration in Accounting

Jake Haldeman Jake Haldeman Greater Denver Area Details
Jake Haldeman's Personal Capital Experience April 2015 - Present
Job System Administrator at Personal Capital
Industry Computer Networking
Experience
Personal Capital   April 2015 - Present
Bross Group  July 2014 - April 2015
inContact  November 2013 - July 2014
Neumont University  July 2010 - November 2013
Hutchison & Steffen  September 2009 - June 2010
Spillman Technologies  April 2009 - September 2009
Neumont University  October 2008 - September 2009
Computers, Inc.   April 2003 - September 2009
Matchbin  January 2009 - March 2009
Excend Consulting Group   2007 - 2008

Skills
VMware, jQuery, ASP.NET, C#, Active Directory, CSS, DHCP, DNS, HTML, Juniper, HP Procurve, IIS, Microsoft SQL Server, MySQL, SQL, JavaScript, Veeam, Aruba Wireless, HP Servers, Servers, SharePoint, Networking, Windows Server, Databases, Network Security, ASP.NET MVC, Firewalls, Eclipse, Web Applications, Windows, Microsoft Exchange, Software Development, Technical Support, Web Services, Visual Studio, Programming

Education
Western Governors University   2012 — 2014
M.S. Information Security and Assurance

Neumont University   2007 — 2009
BS, Computer Science

atech

Nicholas Fong Nicholas Fong Santa Clara, California Details
Nicholas Fong's Personal Capital Experience June 2015 - Present
Job Software Engineer at Personal Capital
Industry Computer Software
Experience
Personal Capital   June 2015 - Present
Personal Capital   June 2014 - January 2015
Santa Clara University  June 2013 - June 2014
Congressman John Garamandi (CA-10)   June 2012 - August 2012

Skills
JavaScript, HTML, Selenium Testing, Mocha, OS X, C++, PHP, C, CSS, Teamwork, Programming

Education
Santa Clara University   2011 — 2015
Bachelor’s Degree, Computer Science and Engineering

Samuel Mescher Samuel Mescher Denver, Colorado Details
Samuel Mescher's Personal Capital Experience September 2013 - August 2014
Job Graphic Artist at Custom Flag Company, Inc.
Industry Consumer Goods
Experience
Custom Flag Company, Inc.   October 2014 - Present
Personal Capital   September 2013 - August 2014
NestWise  June 2013 - September 2013
Fareway Stores Inc.  March 2011 - May 2013
Matt Mescher Construction   May 2009 - August 2011
Target  August 2010 - March 2011

Education
Loras College   2009 — 2013
Bachelor of Arts (BA), Art and Digital Design

Beckman High School   2005 — 2009
High School Diploma

Brett Grau AAMS® Brett Grau AAMS® Englewood, Colorado Details
Brett Grau AAMS®'s Personal Capital Experience August 2013 - December 2013
Job Manager Portfolio Solutions Group at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  December 2013 - Present
Personal Capital   August 2013 - December 2013
Charles Schwab  December 2010 - August 2013
Bank of Hawaii  July 2009 - December 2010
Cars.com  January 2007 - July 2009

Skills
NASD Series 7, NASD Series 66, nasd series 8, FINRA, Trading, Equities, Portfolio Management, Investments, Asset Managment, Financial Modeling, Financial Analysis, Securities, Insurance, Valuation, Financial Services, Uniform Combined State..., Series 7, Leadership, Management, Asset Management

Education
Hawaii Pacific University   2001 — 2005
Bachelor of Science, Business Administration

Crossfit!

Gauri Deshmukh Gauri Deshmukh San Francisco Bay Area Details
Gauri Deshmukh's Personal Capital Experience May 2013 - Present
Job Manager, Technical Support at Personal Capital
Industry Information Technology and Services
Experience
Personal Capital   May 2013 - Present
Personal Capital   April 2011 - April 2013
Google  June 2009 - February 2011
Google  January 2008 - June 2009
Google Analytics   January 2006 - March 2008
Intelleflex  November 2005 - January 2006
Schneider's Properties   February 2004 - October 2005
SFSU Comp. Science Department   September 2004 - July 2005

Skills
Google Analytics, Google Adwords, Web Analytics, Word, Excel, Online Advertising, Microsoft Excel, Display Advertising, Cross-functional Team..., Product Marketing, Strategy, Integration, Project Management, Analytics, Management, Microsoft Word, Program Management, Leadership, Product Management, Agile Methodologies

Education
Jawaharlal Nehru Engineering College
Bachelor of Science (BS)

San Francisco State University
MS, Computer Science

Kelly Bundy Kelly Bundy Denver, Colorado Details
Kelly Bundy's Personal Capital Experience March 2015 - Present
Job Operations Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital   March 2015 - Present
Edward Jones  November 2013 - March 2015
Cavanaugh Flight Musem   May 2011 - November 2013

Skills
Customer Service, Organized Multi-tasker, Meet Deadlines, Oral & Written..., Client Rapport, Interpersonal Skill, Highly responsible, Motivated self-starter, Solutions Focused, Goal Oriented, Microsoft Office, Constant Contact, MailChimp, Social Networking, Drafting Correspondence, Report Writing, Management, Information Systems, Membership Development, Member Relations, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Non-profit Leadership, Grant Preparation, Marketing, Inventory Control, Purchase Orders, Hiring Employees, Brochures, Email Marketing, Proofreading, Text Editing, Nonprofits, Office Management, Phone Etiquette, Multi-line Phone, Event Planning, Sociology, Museums, Retail, Managed Money, Higher Education, High degree of..., Administrative Work, Office Administration, Project Management, Marketing Communications, Social Media Marketing

Education
Northeastern University   2014 — 2016
Master of Science (M.S.), Non-Profit/Public/Organizational Management

Metropolitan State University of Denver   2007 — 2010
Bachelor of Arts (B.A.), Sociology

Yulun Li Yulun Li San Francisco Bay Area Details
Yulun Li's Personal Capital Experience February 2015 - Present
Job Software Engineer at Personal Capital
Industry Information Technology and Services
Experience
Personal Capital   February 2015 - Present
Manage.com  August 2014 - February 2015
Fetch Mobile   December 2013 - July 2014
Macalester College International Student Program   August 2011 - May 2014
Macademia Lab   June 2013 - August 2013
UBS Wealth Management  June 2012 - May 2013
Ultralingua Inc  December 2011 - May 2012
Morphology Games, LLC   March 2011 - March 2012
Explo  June 2011 - August 2011

Skills
Java, Python, Node.js, MySQL, PHP, Jenkins, JavaScript, AngularJS, Git, Django, Spring, Redis, R, SQL, Bootstrap, jQuery, Market Research, Data Analysis, MongoDB, Statistics, HTML5, Databases, Ruby, Machine Learning

Education
Macalester College   2010 — 2014
Bachelor of Arts, Mathematics and Computer Science

Ratnakar Verma Ratnakar Verma San Francisco Bay Area Details
Ratnakar Verma's Personal Capital Experience January 2010 - February 2014
Job Vice President Software Engineering at IPG Mediabrands
Industry Computer Software
Experience
IPG Mediabrands  March 2014 - Present
Personal Capital   January 2010 - February 2014
Wells Fargo Bank  April 2009 - January 2010
Zetta.net   June 2009 - December 2009
RSA Security (formerly PassMark Security)   April 2006 - April 2009
Wells Fargo  February 2004 - March 2006
Sigma Systems (briefly Liberate Technologies)   March 2002 - November 2004
Excite@Home  1997 - 2002
Next Generation Inc   1997 - 1998
HCL Consulting  1995 - 1997

Skills
Web Services, SOA, Unix, Security, Scalability, Data Warehousing, Hibernate, MySQL, Spring, Java, Databases, Cloud Computing, Oracle, Weblogic, Agile Methodologies, Enterprise Software, SaaS, Leadership, Mentoring, Enterprise Architecture, Virtualization, Amazon EC2, Chef, RightScale, Yodlee, Teknowledge, REST, SAML, Strong Authentication, Security Appliances, Oracle Adaptive Access..., RSA Ace Server, RSA enVision, RSA SecurID, Oracle Streams, Data Guard, PostgreSQL, Python, RHEL, Zend Framework, CodeIgniter, Aggregation, Websphere, Java Enterprise Edition, High Availability, SOAP, SQL, Spring Framework

Education
University of Mysore   1987 — 1991
Bachelor of Engineering, Computer Science, 1st Class with Distinction

Megan Petrash Megan Petrash Denver, Colorado Details
Megan Petrash's Personal Capital Experience October 2014 - Present
Job Associate Vice President Team Leader at Personal Capital
Industry Financial Services
Experience
Personal Capital   October 2014 - Present
Personal Capital   January 2014 - Present
TEBO Development   June 2012 - August 2012
Tres Jolie  January 2010 - December 2010

Skills
Social Media, Public Relations, Social Media Marketing, Marketing Communications, Press Releases, Advertising, Media Relations, Editing, CS5 Illustrator, CS4 Photoshop, Sales, Facebook, Marketing, Blogging, Publicity, Social Networking, Data Entry, Strategic Communications, Customer Service, Event Planning, Retail

Education
University of Colorado Boulder   2011 — 2013
Bachelor of Arts (BA), Communication and Media Studies

Fashion Institute of Design & Merchandising   2009 — 2010
Associate of Arts (AA), Merchandise Product Development

Joel Karacozoff Joel Karacozoff Redwood City, California Details
Joel Karacozoff's Personal Capital Experience July 2015 - Present
Job Product Manager at Personal Capital
Industry Financial Services
Experience
Personal Capital   July 2015 - Present
Personal Capital   May 2014 - July 2015
Personal Capital   October 2013 - May 2014
360 Financial   2010 - 2013

Skills
Series 65, Life & Health Insurance..., Google Apps, Microsoft Excel, Software, Asset Managment, Asset Management, Fixed Income, timevalue5, Wealth Management, Fixed Annuities, Securities, Finance, Investments, Series 63

Education
Princeton University   2006 — 2010
BA, History

Jesuit High School   2002 — 2006

Kiem Vu Kiem Vu Greater New York City Area Details
Kiem Vu's Personal Capital Experience February 2012 - August 2014
Job Senior Designer at Droga5
Industry Graphic Design
Experience
Droga5  June 2015 - Present
Freelance  January 2013 - Present
Droga5  April 2015 - May 2015
Rosetta  March 2015 - April 2015
Google  September 2014 - March 2015
Personal Capital   February 2012 - August 2014
CareAnywhere   July 2012 - April 2014
AKQA  September 2010 - February 2012
Wieden + Kennedy  June 2008 - September 2010
Ringling College of Art and Design  August 2007 - May 2008

Skills
Art Direction, Graphic Design, Web Design, Interactive Advertising, Social Media, Typography, Interaction Design, Concept Development, Advertising, Digital Media, Digital Strategy, User Experience

Education
Ringling School of Art and Design   2004 — 2008
Bachelor's Degree, Graphic + Interactive Communications, 3.75

Matthew Teichmann Matthew Teichmann Greater Denver Area Details
Matthew Teichmann's Personal Capital Experience July 2014 - Present
Job Operations Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital   July 2014 - Present
Morgan Stanley  July 2011 - June 2014
Deloitte  September 2010 - March 2011
Marist College  September 2009 - December 2009
ETX Capital  October 2008 - December 2008
Frassanito Jewelers Corp.   2003 - 2008

Skills
Derivatives, Analysis, Finance, Project Planning, Management

Education
Marist College   2006 — 2010
BS, Finance, International Business

Foundation for International Education   2008 — 2008
International Business

Jacob Collinsworth Jacob Collinsworth Greater Denver Area Details
Jacob Collinsworth's Personal Capital Experience February 2014 - Present
Job Operations Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital   February 2014 - Present
Kingfish Grille   June 2012 - August 2013
Fidelity Investments  February 2010 - April 2012
Fidelity Investments  February 2008 - February 2010
Honours Golf of World Golf VIllage   July 2000 - December 2007

Skills
Finance, Customer Service, Trading, Teamwork, Presentations, Relationship Management, Research, Time Management, Communication, Microsoft Office, Collaboration, IRAs, Equities, Options, Mutual Funds, Bonds, 529 Plans, Money Transfers, Brokerage, Precious Metals, Investments, Microsoft Excel, Creativity, Securities, Retirement, ETFs, Stocks

Education
University of North Florida   2009 — 2012
Master of Business Administration (MBA), Business Administration, Management and Operations, GPA 3.78

University of North Florida   2003 — 2007
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Elizabeth (Mearsheimer) Branchflower Elizabeth (Mearsheimer) Branchflower Denver, Colorado Details
Elizabeth (Mearsheimer) Branchflower's Personal Capital Experience January 2014 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   January 2014 - Present
Morgan Stanley Wealth Management  April 2012 - August 2013
Merrill Lynch  August 2010 - April 2012
Merrill Lynch  June 2008 - August 2010

Skills
Series 7, Series 63, Customer Retention, Portfolio Management, Financial Analysis, Wealth Management, Customer Service, Financial Modeling, Finance, Risk Management, Forecasting, Outlook, Marketing, Competitive Analysis, Management, Strategy, Analytics

Education
University of Arizona   2004 — 2008
Bachelors, Business Management

Jeff Frederickson Jeff Frederickson San Francisco Bay Area Details
Jeff Frederickson's Personal Capital Experience October 2012 - June 2013
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2013 - Present
Personal Capital   October 2012 - June 2013
UC Santa Barbara finance connection   September 2011 - June 2012
Wells Fargo Advisors  June 2009 - September 2011
UCSB Investment Advisory Committee  September 2010 - June 2011

Skills
Financial Modeling, Investments, Financial Analysis, Management, Microsoft Office, Equity Research, Microsoft Excel, PowerPoint, Customer Service, Budgets, Research, Bloomberg, Corporate Finance, Due Diligence

Education
UC Santa Barbara   2010 — 2012
Bachelor of Arts (B.A.), Business economics with an emphasis in Accounting

Southern Methodist University   2008 — 2009

Lennard Claassen Lennard Claassen San Francisco, California Details
Lennard Claassen's Personal Capital Experience March 2015 - June 2015
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company  July 2015 - Present
Personal Capital   March 2015 - June 2015
Cornell Consulting Club  June 2014 - December 2014
Bain & Company  June 2014 - August 2014
Robert Bosch Engineering and Business Solutions Ltd.  May 2013 - August 2013
PwC  July 2010 - August 2010

Skills
Academic Tutoring, Research, Marketing, Business Strategy, Project Portfolio..., Statistical Data..., R, ArcGIS, Environmental Science, Product Marketing, Data Analysis, Statistics, Strategic Consulting, Management Consulting

Education
Cornell University   2012 — 2014
Bachelor of Science (B.Sc.), Environmental Science

Universität für Bodenkultur Wien   2011 — 2012
Bachelor of Science (BSc), Natural Resources Management and Policy

Aaron Goldblum Aaron Goldblum Baltimore, Maryland Area Details
Aaron Goldblum's Personal Capital Experience June 2014 - September 2014
Job Intern at Johns Hopkins University Applied Physics Laboratory
Industry Electrical/Electronic Manufacturing
Experience
Personal Capital   June 2014 - September 2014
Johns Hopkins University Applied Physics Laboratory  June 2013 - September 2013
Johns Hopkins University Applied Physics Laboratory  June 2012 - August 2012

Skills
Research, Editing, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Teaching, Strategic Planning, Microsoft Word, Photoshop

Education
Northwestern University   2012 — 2016
Sophmore

mccormick_northwestern   2012 — 2016
Bachelors, EE - Electrical Engineering

Blake Barnett, CFP® Blake Barnett, CFP® Denver, Colorado Details
Blake Barnett, CFP®'s Personal Capital Experience May 2014 - October 2014
Job Financial Planner / Plan Architect
Industry Investment Management
Experience
F.F.G. Retirement Counseling   December 2014 - Present
Personal Capital   May 2014 - October 2014
Janus Capital Group  August 2013 - April 2014
Ameriprise Financial  September 2009 - August 2013

Skills
Series 7, Investments, Retirement Planning, Finance, Mutual Funds, Financial Planning, Series 63, Insurance, Wealth Management, Retirement

Education
Kennesaw State University   2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General

Monica Ryu Monica Ryu Greater Denver Area Details
Monica Ryu's Personal Capital Experience April 2015 - Present
Job Operations Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital   April 2015 - Present
Charles Schwab  June 2014 - March 2015
Scottrade  May 2013 - June 2014
Wells Fargo  November 2012 - May 2013
Governor John Hickenlooper-Citizen's Advocate Office   May 2012 - November 2012
Lutheran Family Services Rocky Mountains  July 2012 - September 2012
William A. Wise Law Library   August 2010 - May 2012
Art for Social Change   July 2010 - February 2012
US Export Assistance Center   September 2011 - December 2011

Skills
Chinese, Korean, Microsoft Office, Public Speaking, Social Media, Research, Event Planning, Customer Service, Public Relations, Microsoft Word, Editing, International Relations, English, Community Outreach

Education
University of Colorado at Boulder   2008 — 2012
BA, International Affairs

LeVon Terry LeVon Terry Greater Denver Area Details
LeVon Terry's Personal Capital Experience June 2014 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   June 2014 - Present
Denver Center for International Studies Foundation   August 2011 - Present
Bank of America Merrill Lynch  April 2010 - April 2014
Reynolds Advisory Partners   October 2009 - April 2010
Gravity Investments  May 2009 - December 2009
EBS Asset Management  2000 - May 2009

Skills
Portfolio Management, Alternative Investments, Asset Allocation, Wealth Management..., Equities, Investments, Wealth Management, Investment Strategies, High Net Worth..., Mutual Funds, Asset Management, Series 7, Securities, Credit, Series 63, Fixed Income, Hedge Funds, Loans, Investment Advisory, Retirement Planning, Investment Management, Financial Services, Financial Advisory, Private Equity, Business Development, Due Diligence, Financial Analysis, Non-profit Leadership, Non-profit Fund...

Education
University of Dayton   2000 — 2003
Bachelor of Science (B.S.), Economics

Wright State University   1998 — 1999

Clemson University   1997 — 1998

Julie Bai Julie Bai San Francisco, California Details
Julie Bai's Personal Capital Experience December 2012 - November 2014
Job Product Designer at Plastiq
Industry Design
Experience
Plastiq  December 2014 - Present
Personal Capital   December 2012 - November 2014
AP42   November 2012 - January 2013
Google  October 2011 - August 2012
GE Healthcare  January 2011 - August 2011
Pristine Capital Holdings  July 2009 - December 2010
The Walt Disney Studios  June 2008 - August 2008
Cornell University  June 2007 - August 2007

Skills
Web Design, Competitive Analysis, Heuristic Evaluation, User-centered Design, Usability Testing, Card Sorting, Paper Prototyping, Human Computer..., Contextual Inquiry, User Research, Interaction Design, Usability, Wireframes, User Interface Design, User Experience, User Experience Design

Education
Carnegie Mellon University   2010 — 2011
Master of HCI, Human Computer Interaction

Cornell University   2005 — 2009
Bachelor of Arts, Information Science - Concentration in HCI and Social Systems

Chris McQuillan Chris McQuillan Greater Denver Area Details
Chris McQuillan's Personal Capital Experience September 2014 - May 2015
Job Internal Sales Consultant at 361 Capital
Industry Financial Services
Experience
361 Capital  May 2015 - Present
Personal Capital   September 2014 - May 2015
AssetMark  November 2010 - September 2014
Genworth Financial  July 2013 - September 2013
Genworth Financial Asset Management   2010 - July 2013
Transmodus, Inc   August 2009 - October 2010
John Hancock  January 2008 - April 2009
Audio Experts   2006 - 2008

Skills
Insurance, Investments, Asset Allocation, Portfolio Management, Series 6, Series 63, Series 65, Mutual Funds, Wealth Management, Securities, Investment Strategies, Financial Services, Investment Advisory, ETFs, Asset Management, Equities, Bonds, Investment Management, Fixed Income, Wealth Management..., Salesforce.com, Financial Advisory, Fixed Annuities, Retirement

Education
Point Loma Nazarene University   2000 — 2005
BE, Business Administration

Point Loma Nazarene University
Bachelor of Business Administration (B.B.A.)

Anthony Sandvig Anthony Sandvig Greater Denver Area Details
Anthony Sandvig's Personal Capital Experience February 2014 - June 2014
Job Business Operations Analyst III at DISH
Industry Telecommunications
Experience
Dish Network  July 2015 - Present
Dish Network  September 2014 - July 2015
Personal Capital   February 2014 - June 2014
NMC, Inc  July 2012 - December 2013
Dish Network  May 2012 - July 2012
Dish Network  October 2010 - May 2012
Dish Network  November 2009 - October 2010
Sandvig Homes Inc.   May 2008 - April 2010

Skills
Microsoft Excel, Team Leadership, Customer Service, Microsoft Office, Business Development, Leadership, Analysis, Project Management, Time Management, Business Process..., Management, Reporting & Analysis, Process Improvement, Data Analysis, High Organizational..., Recruiting, Business Analysis, MS Excel Pivot Tables, VBA, Visual Basic, Visio, PowerPoint, Microsoft Word, Process Efficiency, Operational Efficiency, Report Development, Multi Tasking, Inventory Management, Inventory Control, Learning Quickly, Business Planning, Continuous Improvement, Business Writing, Learn New Software..., Personal Finance, Entrepreneurship, Logistics Management, Onboarding, Teamwork, Team Building, Employee Management, Front Line Management, Front Line Leadership, Training, Employee Training, Document Drafting, Report Writing, Oracle Applications, Procurement, HTML

Education
Briar Cliff University   2007 — 2009
Bachelor's Degree, Business Administration

Neil Kamath Neil Kamath Hanover, New Hampshire Details
Neil Kamath's Personal Capital Experience January 2015 - March 2015
Job Student at Dartmouth College
Industry Financial Services
Experience
Dartmouth College  September 2014 - Present
Personal Capital   January 2015 - March 2015
Federal Energy Regulatory Commission  June 2014 - August 2014
Tuck School of Business at Dartmouth College  October 2013 - August 2014
BJ's Wholesale Club  June 2013 - August 2013
James A. Haley VA Hospital  June 2011 - August 2012

Skills
Public Speaking, Debate, Team Management, Written & Oral..., Research, Qualitative Research, Data Analysis, Statistics, Market Research, Quantitative Research, Microsoft Office, Healthcare, Python, HTML, SQL, SAS, SPSS, PowerPoint, Social Media, Microsoft Excel, Leadership

Education
Dartmouth College   2013 — 2017
Bachelor of Arts (B.A.), Economics and Computer Science

C. Leon King High School   2009 — 2013
IB Diploma, Higher Level Mathematics and Biology

Hudson Liao, CFA Hudson Liao, CFA San Francisco Bay Area Details
Hudson Liao, CFA's Personal Capital Experience August 2014 - Present
Job Research and Investment Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital   August 2014 - Present
PAGE for Teens   February 2012 - Present
Personal Capital   April 2013 - August 2014
Hall Capital Partners LLC  April 2012 - April 2013
Fisher Investments  June 2010 - April 2012
California Department of Forestry   June 2009 - November 2009
UC Davis Fire Department   August 2007 - June 2009
Baydobnhill PLC   March 2008 - June 2008
Marcus & Millichap  August 2007 - January 2008

Skills
Portfolio Management, Analysis, Microsoft Excel, Operations Management, Investments, Program Management, Accounting, Management

Education
UC Davis   2004 — 2009
BA, Economics & Sociology

UC Berkeley, Ext.
Professional Ceritifcates, Corporate Finance & Portfolio Management

Matt Voell Matt Voell Denver, Colorado Details
Matt Voell's Personal Capital Experience April 2015 - Present
Job Associate Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   April 2015 - Present
GCG Financial  April 2014 - April 2015
Crispin Porter + Bogusky  October 2013 - December 2013
University of Southern California  August 2010 - May 2013
Northwestern Mutual  May 2012 - November 2012
Alpine Associates, LP   June 2011 - August 2011

Skills
Financial Analysis, Public Speaking, Leadership, Financial Modeling, Microsoft Excel, Microsoft Office, Retirement Planning, Strategic Financial..., Alternative Investments, Asset Allocation, Investment Strategies, Bloomberg Terminal, Time Management, Finance, Data Analysis

Education
University of Southern California   2010 — 2013
Bachelor of Arts (B.A.), Economics

Cherry Creek High School   2006 — 2009
Diploma

Frederic Han Frederic Han Greater Denver Area Details
Frederic Han's Personal Capital Experience December 2013 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   December 2013 - Present
Edward Jones  July 2012 - November 2013
Sports Shares  September 2011 - March 2012
Four Winds Interactive  July 2010 - July 2011
Edward Jones  August 2007 - March 2010
Four Winds Interactive  August 2005 - August 2007
Three Value Logic  July 2005 - August 2005

Skills
Start-ups, Lead Generation, Financial Advisory, Money Management, Retirement Planning, Series 7, Enterprise Software, Sales, Sales Management, Leadership, Professional Services, Consulting, Marketing Strategy, Finance, Strategic Planning, Marketing, Salesforce.com, Management, Strategic Partnerships, Investments

Education
University of Colorado Boulder   2001 — 2005

St. John's Prep - Danvers, MA   1998 — 2001

Andi Rohach-Uhle, M.Ed. Andi Rohach-Uhle, M.Ed. Arvada, Colorado Details
Andi Rohach-Uhle, M.Ed.'s Personal Capital Experience May 2014 - Present
Job Office Manager at Personal Capital
Industry Education Management
Experience
Personal Capital   May 2014 - Present
Jefferson County Public Schools  November 2013 - May 2014
Scottsdale Education Center  August 2011 - April 2013
Scottsdale Unified School District  2008 - 2013
Canyon State Court Reporting   June 2009 - August 2009
Rural Metro Fire Department  August 2007 - August 2008
U.S. Customs and Border Protection   October 2006 - May 2007

Skills
Organization, Time Management, Mathematics, Payroll, Administrative..., Professional..., Team Leadership, Account Management, Teaching, Research, Management, Tutoring, Public Speaking

Education
Arizona State University   2008 — 2010
Master's degree, Secondary Education and Teaching

University of Colorado at Boulder   2002 — 2007
Bachelor of Arts (B.A.), Economics

Chris Carucci Chris Carucci Denver, Colorado Details
Chris Carucci's Personal Capital Experience June 2014 - Present
Job Financial Advisor Personal Capital
Industry Financial Services
Experience
Personal Capital   June 2014 - Present
Scottrade  November 2012 - June 2014
Scottrade  September 2009 - October 2012
Scottrade  August 2006 - May 2009
Scottrade  May 2006 - August 2006
First Market Bank  June 2005 - May 2006
MetLife  July 2004 - December 2004

Skills
Investment Advisory, Investment Strategies, Series 7, Mutual Funds, Options, Series 63, Fixed Income, Finance, Trading, Series 24, Investments, Financial Services, Financial Analysis, Bonds, Equities, Retirement Planning, Risk Management, General Awesomeness, Securities, ETFs, Customer Relations, Investment Management, Portfolio Management, IRAs, Derivatives, 401k, Supervising, CMS, Excel, Customer Service, Valuation, Research, Problem Solving, Training, Employee Training, Supervisory Skills, Supervisory Experience, Sales, Workforce Management, Team Leadership, FINRA

Education
University of Colorado at Boulder - Leeds School of Business   2011 — 2013
Master of Business Administration (MBA)

Virginia Polytechnic Institute and State University - Pamplin College of Business   2000 — 2004
Bachelor of Science (BS), Finance

Cole Wadhams Cole Wadhams Greater Denver Area Details
Cole Wadhams's Personal Capital Experience August 2015 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   August 2015 - Present
Northwestern Mutual Financial Network  April 2011 - July 2015

Skills
Investments, Finance, Retirement Planning, Retirement, Financial Planning, Series 7, Networking, Strategic Financial..., Mutual Funds, Securities, Series 63, Wealth Management

Education
University of Colorado at Boulder   2006 — 2010
Bachelor of Science, Integrative Physiology

Sandler Sales School

Pooja Chokshi Pooja Chokshi New York, New York Details
Pooja Chokshi's Personal Capital Experience June 2015 - August 2015
Job MBA Candidate at University of Chicago Booth School of Business
Industry Internet
Experience
University of Chicago Booth School of Business  August 2014 - Present
Personal Capital   June 2015 - August 2015
Sangam Ventures   March 2013 - April 2014
Goldman Sachs  July 2009 - February 2013
The Solaris Group, LLC  June 2008 - August 2008
The Bank of New York Mellon  September 2007 - December 2007

Skills
Investment Management, Financial Modeling, Equities, Valuation, Fixed Income, Capital Markets, Private Equity, Economics, Alternative Investments, Emerging Markets, Asset Management, Series 7, Venture Capital, Data Analysis, Business Strategy

Education
The University of Chicago Booth School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Tufts University   2005 — 2009
BA

Monterey Institute of International Studies
Graduate Certificate, Social Enterprise and Impact Investing

New York University

Pablo Fitting Pablo Fitting San Francisco Bay Area Details
Pablo Fitting's Personal Capital Experience September 2011 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   September 2011 - Present
Fisher Investments  January 2008 - August 2011
First Republic Wealth Advisors   February 2007 - December 2007

Skills
Inside Sales, Client Relationship..., Series 65, Investments, Portfolio Management, Financial Advisory, Investment Management, Wealth Management, SaaS, Financial Services, CRM, Asset Allocation, Series 7, Lead Generation, Equities, Series 63, ETFs, Investment Advisory, Asset Management, Alternative Investments, Salesforce.com, High Net Worth..., Investment Strategies, Modern Portfolio Theory, Retirement Planning, Fixed Income, Wealth, Securities, Bonds, FINRA, Retirement, Capital Markets, Mutual Funds, Institutional..., Financial Modeling, Trading Systems, Electronic Trading, Financial Analysis, Pensions, Bloomberg Terminal, Financial Markets, Trading, Relationship Management, Portfolio Optimization

Education
University of California, Los Angeles   1995 — 2000
Bachelor of Arts, Political Science

Thomas Bealer Thomas Bealer Greater Denver Area Details
Thomas Bealer's Personal Capital Experience August 2014 - September 2015
Job Student at University of Colorado Leeds School of Business
Industry Financial Services
Experience
Personal Capital   August 2014 - September 2015
Northwestern Mutual  2012 - 2012
ATBS  May 2011 - August 2011

Education
University of Colorado Boulder - Leeds School of Business   2011 — 2014
Bachelor of Science, Business Administration; an emphasis in Finance

University of San Diego   2009 — 2011
Bachelor of Arts (BA), Finance, General, B

Regis Jesuit High School   2005 — 2009

Oleg Mikheev Oleg Mikheev Belmont, California Details
Oleg Mikheev's Personal Capital Experience May 2015 - Present
Job Senior Developer at Personal Capital
Industry Computer Software
Experience
Personal Capital   May 2015 - Present
Zuora  August 2013 - May 2015
Actuate  June 2012 - July 2013
Gemini Systems  2003 - 2012
Intalio, Inc.   2011 - 2011
Enkata  August 2009 - April 2010
Java World   2008 - 2009
Sun Microsystems  2006 - 2007
Assist  2002 - 2003
Jensen Technologies   2002 - 2002

Skills
Java, JavaScript, Linux, Tomcat, Websphere, REST, Web Applications, SQL, SOA, Scrum, Architecture, Spring, AJAX, Hibernate, Web Services, UML, SOAP, Struts, Software Design, Software Project..., JDBC, Agile Methodologies, Java Enterprise Edition, Design Patterns, Integration, SaaS, Team Leadership, Requirements Analysis, Distributed Systems, Distributed Team..., Architectures, WebSphere, Spring Framework

Education
Saint Petersburg State Polytechnical University   2004 — 2009
к.т.н. (Master/PhD), Computer Science

Санкт-Петербургский Государственный Инженерно-Экономический Университет   1995 — 2000
специалист (Bachelor/Master), Industrial management, economics

52   1992 — 1995
High school, English, math

238   1985 — 1991
English, math

Theresa Chin Theresa Chin San Francisco Bay Area Details
Theresa Chin's Personal Capital Experience June 2014 - August 2014
Job MBA Candidate at Stanford Graduate School of Business
Industry Financial Services
Experience
Stanford Graduate School of Business  August 2013 - Present
WeFinance   January 2015 - June 2015
Collective Spark   August 2014 - September 2014
Personal Capital   June 2014 - August 2014
Wells Fargo Securities, Structured Products   August 2008 - June 2013

Skills
Structured Products, Equities, Derivatives, Asset Management, Capital Markets, Alternative Investments, Securities, FX Options, Options, Fixed Income, Bonds, Bloomberg, Series 7, Hedging, Commodity, Valuation, Financial Technology, Entrepreneurship, New Business Development

Education
Stanford GSB   2013 — 2015
Master of Business Administration (MBA)

Northwestern University   2004 — 2008
BA, Economics

Andrew Woodman Andrew Woodman Denver, Colorado Details
Andrew Woodman's Personal Capital Experience September 2013 - Present
Job Personal Capital
Industry Investment Management
Experience
Personal Capital   September 2013 - Present
First Western Trust  May 2011 - September 2013
Apple Retail  May 2008 - January 2009

Skills
Customer Relations, Analysis, Problem Solving, Administration, Operations, System Administration, Management, Customer Service, Personal Financial..., Retirement Savings, Savings, 401k, 401k Rollovers, IRAs, Roth IRA, Portfolio Management, Banking, Entrepreneurship, Strategic Financial..., Investments, Investment Management, Asset Allocation, Investment Advisory, Microsoft Excel, Financial Planning

Education
University of Colorado at Boulder   2008 — 2011
B.A., Economics

Metropolitan State University of Denver
Financial Planning

National Outdoor Leadership School (NOLS)   2010 — 2010
Leadership, Communication, Risk Management

Windward   2002 — 2008

Ravi Nukala Ravi Nukala San Francisco Bay Area Details
Ravi Nukala's Personal Capital Experience July 2014 - Present
Job Technology Lead at Personal Capital
Industry Information Technology and Services
Experience
Personal Capital   July 2014 - Present
Personal Capital   September 2011 - June 2014
Key Business Solutions, Inc.   May 2007 - September 2011
Satyam Computer Services Limited  March 2004 - March 2007
LML Limited   June 2003 - March 2004

Skills
Java Enterprise Edition, Hibernate, Struts, Java, MySQL, Spring, Web Services, JSF, JDBC, RESTful WebServices, SoapUI, SOAP, JPA, Oracle, PL/SQL, REST, APIs, REST API, MongoDB, Big Data, Spring Framework, JavaScript, SQL, Agile Methodologies, SDLC, XML, SOA, Software Development

Education
Birla Institute of Technology and Science   2005 — 2007
MS, Software Engineering

Vasavi College Of Engineering, Osmania University   1999 — 2003
BE, Mechanical ( Production)

PMVPS   1990 — 1997

Luca Doan Luca Doan Denver, Colorado Details
Luca Doan's Personal Capital Experience January 2015 - Present
Job Associate Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   January 2015 - Present
US Army  May 2011 - Present
Edward Jones  May 2014 - December 2014
Fides Media   July 2013 - July 2014
Intelligent Software Solutions  October 2012 - July 2013
Army National Guard  January 2012 - October 2012
Reserve Officer Training Corps  July 2009 - May 2011
United States Army Reserve  August 2007 - May 2011
Marriott International  June 2005 - August 2008

Skills
Intelligence Analysis, Microsoft Excel, PowerPoint, GIS, Database Design, Database Admin, Military Doctrine, Database Management, Microsoft Power Point, U.S. Army Force..., American Contractor, Database Applications, Geospatial Information..., Combined Intelligence..., Web-based Temporal..., Basic HTML 5, STATA, SharePoint

Education
American Military University   2013 — 2014
Master of Business Administration (M.B.A.), Finance, General

University of Hawaii at Manoa   2007 — 2011
BA, Political Science

Military Intelligence Basic Officer Leadership Course   2011 — 2011
Military Intelligence

Michael Griffin Kelly Michael Griffin Kelly San Francisco, California Details
Michael Griffin Kelly's Personal Capital Experience March 2015 - Present
Job Director of Visual Design at Personal Capital
Industry Motion Pictures and Film
Experience
Personal Capital   March 2015 - Present
Whalen, Hennig & Merritt (WHM)   November 2014 - January 2015
Natural History Museum of Los Angeles County  September 2014 - November 2014
Stealth Mode Startup (Health Care)   September 2014 - November 2014
Practice Fusion  September 2013 - July 2014
famo.us  February 2013 - September 2013
Lumba, Inc.   February 2012 - February 2013
Hands-On Mobile  November 2010 - July 2012
Obscura Digital  August 2010 - September 2010
Eveo  November 2008 - April 2010

Skills
Storyboarding, Animation, Art Direction, 3D, Illustration, Creative Direction, Character Animation, Visual Effects, 3D Modeling, Concept Design, Video Games, Graphic Design, Maya, Photoshop, Texturing, Computer Animation, Digital Illustration, Video, Film, Graphics, Rendering, Logo Design, Traditional Animation, User Experience, Concept Development, Pre-visualization, Sketching, Game Development, Art, Lighting, Drawing, Conceptual Art, Motion Design, Motion Graphics, Creative strategy, Broadcast design, Advertising, Brand Development

Education
Art Center College of Design   1999 — 2002
BFA, Illustration w/an emphasis in Entertainment Design

Zach Lott Zach Lott San Francisco Bay Area Details
Zach Lott's Personal Capital Experience April 2015 - Present
Job Research Associate
Industry Financial Services
Experience
Personal Capital   April 2015 - Present
LifeStream Financial, Inc.   June 2014 - March 2015
Yeske Buie  January 2014 - April 2014

Skills
Portfolio Management, Strategic Financial..., Separate Account...

Education
Stanford University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Eddie Vasquez Eddie Vasquez San Francisco Bay Area Details
Eddie Vasquez's Personal Capital Experience May 2012 - November 2012
Job Bilingual Technical, Customer & Sales Support Specialist
Industry Information Technology and Services
Experience
Google  April 2015 - Present
RelateIQ  December 2014 - February 2015
William's Computer Services   January 2005 - 2015
Marketo  May 2014 - July 2014
iBuildApp   March 2014 - May 2014
Genesys  November 2013 - January 2014
San Mateo County Transit District  February 2013 - November 2013
Personal Capital   May 2012 - November 2012
ChargeSmart, Inc.   June 2011 - March 2012
YouSendIt  April 2010 - April 2011

Skills
Technical Support, Customer Service, Salesforce.com, Cloud Computing, Microsoft Excel, User Experience, Management, Microsoft Office, Project Management, Microsoft Word, HTML, PowerPoint, Sales, Networking, Information Technology, Windows, Outlook, E-commerce, Access, Business Analysis, Enterprise Software

Education
College of San Mateo   1991 — 1993
Business, International Business

Menlo School   1987 — 1991
College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.65 GPA

Daljeet Virdi Daljeet Virdi Palo Alto, California Details
Daljeet Virdi's Personal Capital Experience May 2015 - Present
Job Software Engineer at Personal Capital
Industry Internet
Experience
Personal Capital   May 2015 - Present
Kaggle  December 2014 - March 2015
Accenture Technology Labs  June 2014 - September 2014
Santa Clara University  September 2013 - January 2014
FireEye, Inc.   June 2013 - September 2013
Trimble Navigation  July 2012 - September 2012
Shmoop  June 2012 - July 2012
Santa Clara University  August 2009 - June 2012

Skills
Python, Leadership, Finance, Java, C, Program Management, R, C++, Entrepreneurship, Microsoft Excel, Strategy, Product Management, Public Speaking, Product Development, product, Wearables, Mobile Applications, R&D, JavaScript, Software Engineering, Machine Learning, Distributed Systems, Microsoft Office, Linux

Education
Santa Clara University   2010 — 2014
Bachelor of Science (BS), Computer Science

Santa Clara University   2010 — 2014
Bachelor of Science (BS), Finance

Henry M. Gunn High School   2006 — 2010
High School Diploma

Erik Jepson Erik Jepson San Francisco Bay Area Details
Erik Jepson's Personal Capital Experience February 2014 - December 2014
Job Chief Customer Officer at Advisor Software
Industry Financial Services
Experience
Advisor Software  December 2014 - Present
Personal Capital   February 2014 - December 2014
TradeStation  February 2011 - February 2014
Royal Bank of Scotland  2010 - 2011
Charles Schwab  2008 - 2010
Charles Schwab & Co., Inc.   2005 - 2008
E*TRADE  2005 - 2005
Brown-Forman  1999 - 2005
Donaldson, Lufkin & Jenrette   1992 - 1997

Skills
Strategy, Product Marketing, Integrated Marketing, Online Advertising, Product Management, Management, Brand Management, Email Marketing, Marketing, Marketing Strategy, Online Marketing, Cross-functional Team..., Market Research, Leadership, Financial Services, Strategic Planning, Business Strategy, Team Leadership, Advertising, Segmentation, B2B, Marketing Communications, Customer Insight, Product Development, Business Planning, Web Marketing, Positioning, Marketing Research, PPC, Mobile Devices, Market Planning, Product Launch, Multi-channel Marketing, Customer Acquisition, P&L Management, Mobile Advertising, Analytics, Business Development, Sales, Executive Management, Strategic Partnerships, Consulting, Digital Marketing, Start-ups, CRM, Analysis

Education
Cornell University   1998 — 2000
MBA, Business Administration and Management, General

Princeton University   1988 — 1992
AB

Patrick Dinan, CFP® Patrick Dinan, CFP® San Francisco, California Details
Patrick Dinan, CFP®'s Personal Capital Experience October 2012 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   October 2012 - Present
TD Ameritrade  October 2009 - October 2012
US Bancorp Investments & Insurance   November 2008 - October 2009
Navy Federal Investments & Insurance   October 2007 - November 2008
Federated Investors, Inc.   June 2005 - October 2007

Skills
Certified Financial..., Wealth Management, Investment Advisory, Series 7, Asset Allocation, Uniform Combined State..., Retirement Planning, Mutual Funds, Retirement, ETFs, Investment Strategies, Securities, Separately Managed..., Investment Management, Investments, 401k, Alternative Investments, Strategic Financial..., Wealth Management..., Financial Advisory, Wealth, Series 65, Series 63

Education
University of Pittsburgh   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General

Olga Breyburg Olga Breyburg San Francisco Bay Area Details
Olga Breyburg's Personal Capital Experience September 2012 - Present
Job Client Operations Associate at Personal Capital
Industry Investment Management
Experience
Personal Capital   September 2012 - Present
Aspiriant  April 2011 - September 2012
Aspiriant  April 2010 - April 2011
ORIENT-INVEST, Investment Company   July 2004 - July 2007

Skills
Investments, Corporate Finance, International Economics, Accounting, Statistics, Computer Science, Working Capital..., Equities, Financial Reporting, Financial Analysis, English, Finance, Analysis, Fixed Income, Valuation, Russian, Management, Tax, Auditing, Social Media Marketing, Social Media, Real Estate

Education
Golden Gate University   2007 — 2009
Master of Science, Finance

Golden Gate University   2014 — 2015
Master of Business Administration (MBA)

Academy of Economics and Law   2002 — 2007
Bachelor of Science, International Economics

Hamed Dadgour Hamed Dadgour San Francisco Bay Area Details
Hamed Dadgour's Personal Capital Experience April 2014 - Present
Job Data Scientist at Personal Capital
Industry Marketing and Advertising
Experience
Personal Capital   April 2014 - Present
Yahoo  July 2011 - March 2014
LeapFrog  November 2010 - July 2011
Glam Media, Inc.   July 2010 - September 2010
University of California at Santa Barbara  May 2008 - May 2009

Skills
Business Analysis, Financial Modeling, MS Excel & Access, Statistics, Oracle and SQL, Access, Data Mining, Microsoft Excel

Education
University of California, Santa Barbara   2005 — 2010
PhD, Electrical and Computer Engineering

University of California, Santa Barbara   2006 — 2009
Master of Science, Business Economics

University of Tehran   1999 — 2002
Master of Science, Electrical Engineering

Sharif University of Technology   1995 — 1999
Bachelor of Science, Electrical Engineering

Caroline Sohr Caroline Sohr Tuckahoe, New York Details
Caroline Sohr's Personal Capital Experience September 2014 - December 2014
Job Investment Banking Summer Analyst at Goldman Sachs
Industry
Experience
RWIT   September 2013 - Present
Goldman Sachs  June 2015 - August 2015
Let's Get Ready  March 2015 - May 2015
Dartmouth College  June 2014 - March 2015
Personal Capital   September 2014 - December 2014
Atlantic Legal Foundation  June 2013 - August 2013
The Ursuline School  November 2012 - December 2012

Skills
Teaching, Community Outreach, Communication, Writing, Strategy, Management, Training

Education
Dartmouth College   2012 — 2016
Bachelor's Degree

The Ursuline School   2008 — 2012
High School

Yevgeniya Vodkina Yevgeniya Vodkina San Francisco Bay Area Details
Yevgeniya Vodkina's Personal Capital Experience November 2013 - January 2014
Job Marketing Intern at Personal Capital
Industry Nonprofit Organization Management
Experience
Private Owner, R.Valiyee   June 2012 - Present
Personal Capital   November 2013 - January 2014
Playworks  October 2011 - March 2012

Skills
Nonprofits, Youth Development, Fundraising, Community Outreach, Volunteer Management, Program Development, Management, Project Planning

Education
University of California, Berkeley   2011 — 2013
Legal Studies and Political Economy

De Anza College   2009 — 2011
Associate of Arts (AA), Business and Computer Information Systems

Ayesha Mahajan Ayesha Mahajan San Francisco, California Details
Ayesha Mahajan's Personal Capital Experience August 2011 - June 2012
Job Finance and Accounting Manager at Hipmunk
Industry Accounting
Experience
Hipmunk  March 2013 - Present
Jobvite  June 2012 - March 2013
MyVest  August 2011 - June 2012
Personal Capital   August 2011 - June 2012
Office of the Dean of Students - Testing Center   August 2007 - December 2010
Zynga  May 2010 - August 2010

Skills
Accounting, Account Reconciliation, QuickBooks, Microsoft Excel, Invoicing, Accruals, Budgets, Financial Reporting, Journal Entries, GAAP, Accounts Payable, Accounts Receivable, US GAAP, Start-ups, PowerPoint, Microsoft Word, Outlook, Pivot Tables, Revenue Recognition, Vlookup, Invoice Processing, Monthly Close, Year-end Close, Networking, Revenue, 1099 Preparation, Collections, Sales Contracts, Purchase Contracts, Management

Education
University of Illinois at Urbana-Champaign - College of Business   2007 — 2011
Undergraduate, Accountancy

Ian Serlin Ian Serlin San Francisco Bay Area Details
Ian Serlin's Personal Capital Experience September 2010 - December 2012
Job CEO at Useful IO
Industry Computer Software
Experience
Useful IO   June 2011 - Present
FlavorPlease   January 2013 - Present
Personal Capital   September 2010 - December 2012
Vokle Inc.   January 2010 - August 2011
Blurb  February 2010 - December 2010
Vokle Inc.   March 2008 - February 2010
Tanner Research  January 2008 - June 2008
Microsoft  May 2007 - August 2007
Microsoft  May 2006 - August 2006
Caduceus International   February 2004 - May 2006

Skills
JavaScript, HTML 5, Flex, Ruby on Rails, jQuery, REST, ActionScript, Agile Methodologies, Software Development, HTML5, User Experience, nodejs, MongoDB, expressjs, swiz, ExtJS, CSS, Node.js, Meteor, Coaching, Entrepreneurship, Mentoring, Start-ups

Education
University of Southern California   2007 — 2008
MS, Computer Science

University of Southern California   2003 — 2007
BS, Computer Science

Mandarin Language & Culture   2006 — 2006
Certificate, Peking University

Ehsan Lavassani Ehsan Lavassani San Francisco Bay Area Details
Ehsan Lavassani's Personal Capital Experience July 2009 - Present
Job VP of Engineering and Founding Engineer at Personal Capital
Industry Computer Software
Experience
Personal Capital   July 2009 - Present
VeriSign  January 2009 - July 2009
HotPrint's Ltd   January 2009 - July 2009
SafePage   December 2007 - January 2009
RSA (Security Division of EMC)   April 2006 - December 2007
PassMark Security   January 2005 - April 2006
Kishware   January 2000 - November 2004

Skills
Agile Methodologies, Test Driven Development, Data Quality, Test Automation, System Architecture, SaaS, Amazon Web Services..., Big Data, Enterprise Architecture, Integration, Java, REST, Splunk, Mobile Applications, Java Enterprise Edition, Scalability, Security, Software Design, Web Applications, Cloud Computing, JavaScript, Enterprise Software, SOAP, Architectures, Hibernate, SOA, PKI, MySQL, Mobile Technology, SQL, Scrum, iOS development, Subversion, User-centered Design, Android Development, Spring, JavaScriptMVC, Web Services, Android, Agile Project Management, Git, jQuery, Design Patterns, HTML 5, Maven, Data Governance, Business Intelligence, Data Warehouse..., RightScale, Start-ups

Education
Colorado Technical University   2006 — 2007
Masters, Master of Science in Management, IT

Amirkabir University of Technology - Tehran Polytechnic   1997 — 2000
Undergraduate, Software Engineering

Adam B. Mazzaro Adam B. Mazzaro San Francisco, California Details
Adam B. Mazzaro's Personal Capital Experience September 2014 - Present
Job Senior Vice President, Private Client Group at Personal Capital
Industry Investment Management
Experience
Personal Capital   September 2014 - Present
Personal Capital   January 2013 - August 2014
Bernstein Global Wealth Management  September 2008 - January 2013
Envoy Capital Partners   January 2008 - August 2008
Indymac Bank  September 2005 - April 2008

Skills
Investments, Financial Modeling, Fixed Income, Equities, Alternative Investments, Finance, Investment Strategies, Cross-functional Team..., Change Management, Financial Services, Real Estate Finance, Series 7, Series 63, series 65, Management

Education
New York University   2014 — 2015
Certified Financial Planning (CFP) - Executive Program

University of California, Santa Barbara   2000 — 2004
Bachelor of Arts (B.A.), Environmental Studies

Laguna Hills High School   1997 — 2000

Joey Fung Joey Fung San Francisco Bay Area Details
Joey Fung's Personal Capital Experience July 2014 - Present
Job Director of User Experience at Personal Capital
Industry Design
Experience
Personal Capital   July 2014 - Present
Personal Capital   July 2013 - June 2014
Personal Capital   August 2012 - June 2013
Personal Capital   July 2011 - July 2012
Extractable  May 2011 - September 2011
Extractable  October 2010 - April 2011
Workforce Logic  May 2008 - May 2009

Skills
User Experience, Interaction Design, Information Architecture, User-centered Design, Usability Testing, Heuristic Evaluation, Wireframes, Adobe Fireworks, Illustrator, Photoshop, Responsive Design, Twitter bootstrap, CSS3, A/B testing, Agile Application..., Research, OmniGraffle, Axure, Dreamweaver, InDesign, Data Visualization, Tree testing, Card sorting, User Interface, User Interface Design, User Experience Design, Human Computer..., Flash

Education
Carnegie Mellon University   2009 — 2010
Master of Science, Human-Computer Interaction

California State University-Long Beach   2003 — 2007
Bachelor of Science, Industrial Design

Gregory DePalma Gregory DePalma Denver, Colorado Details
Gregory DePalma's Personal Capital Experience June 2014 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   June 2014 - Present
Scottrade  October 2013 - May 2014
Ashford University  August 2011 - October 2013
Morgan Stanley  2011 - August 2011

Skills
Customer Service, Financial Analysis, Student Financial Aid, Financial Services, Team Leadership, Microsoft Excel, CampusVue, Financial Planning, Accounts Receivable, Title IV, Economic Modeling, Economic Research, Statistical Data..., Ice Hockey, Student Loans

Education
University of California, Davis   2008 — 2011
B.A., Economics

University of California, Davis   2008 — 2011
B.A., Sociology: Organizational Studies

Bill Harris Bill Harris San Francisco Bay Area Details
Bill Harris's Personal Capital Experience July 2009 - Present
Job CEO at Personal Capital
Industry Computer Software
Experience
Personal Capital   July 2009 - Present
Yodlee  2002 - Present
MyVest  January 2001 - Present
XTec  January 1999 - Present
Answers.com  May 2009 - August 2014
SuccessFactors  January 2011 - January 2012
Go Daddy Software  June 2008 - December 2011
Avalara  January 2010 - December 2010
Earthlink  2003 - July 2008
Business.com  2005 - 2007

Skills
SaaS, Product Management, Start-ups, Strategic Partnerships, Scalability, Business Development, Cloud Computing, Lead Generation, Enterprise Software, E-commerce, Software Development, Marketing, Strategy, Leadership, Entrepreneurship, Integration, Go-to-market Strategy, Cross-functional Team..., SEM, Business Alliances, Strategic Planning, Management Consulting, Business Strategy, Mobile Applications, Project Management, Financial Technology, Product Marketing, Venture Capital, Executive Management, Analytics, Mergers & Acquisitions

Education
Harvard Business School   1979 — 1981
MBA

Middlebury College   1974 — 1979
BA

Jennifer Cronin Jennifer Cronin San Francisco Bay Area Details
Jennifer Cronin's Personal Capital Experience October 2014 - January 2015
Job jennychair content+strategy
Industry Marketing and Advertising
Experience
jennychair content+strategy   March 2015 - Present
Personal Capital   October 2014 - January 2015
BlackRock  April 2011 - October 2014
Charles Schwab & Co., Inc.   2008 - March 2011
Charles Schwab & Co., Inc.   February 2007 - December 2008
Charles Schwab & Co., Inc   April 2005 - February 2007
Method  2005 - 2005
Jennychair Consulting   May 2000 - December 2004
Vilas Advertising   1997 - 1999
Francom Asia   April 1995 - February 1997

Skills
Content Strategy, Blogging, Social Media, Strategy, Integrated Marketing, Newsletters, Marketing, Social Media Marketing, Corporate Communications, Marketing Communications, Publications, Editorial, Brand Development, Advertising, Digital Strategy, Digital Marketing, Creative Direction, Magazines, Content Development, Marketing Strategy, Digital Media, Online Marketing, Copywriting, Building World Class..., Content Management, Strategic Communications, B2B, Direct Mail, Team Management, Public Relations, Publishing, Web Content, Web Analytics, Internal Communications, Social Networking, Editing, Copy Editing, Web Content Management, Writing, Creative Development, Management, Leadership, Workshop Facilitation

Education
Wellesley College   1986 — 1990
BA, Art History

University of Arizona   2005 — 2007
MA Coursework, Art History

Vitra Summer at Boisbuchet
design thinking

Hannes Gehring Hannes Gehring Denver, Colorado Details
Hannes Gehring's Personal Capital Experience November 2014 - Present
Job Vice President at Personal Capital
Industry Banking
Experience
Personal Capital   November 2014 - Present
JPMorgan Chase Bank, N.A.   November 2009 - October 2014
Axa Advisors  March 2008 - July 2009
Robinson Financial Group  April 2007 - March 2008

Skills
Financial Services, Finance, Management, Wealth Management, Asset Management, Retirement Planning, Investments, Financial Analysis, Portfolio Management, Sales

Education
Corban University   2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Lake Oswego high school

Brian S. Whatley Brian S. Whatley Portland, Oregon Area Details
Brian S. Whatley's Personal Capital Experience June 2014 - April 2015
Job Investment Counsellor
Industry Financial Services
Experience
Fisher Investments  August 2015 - Present
Personal Capital   June 2014 - April 2015
Wells Fargo Advisors  December 2007 - May 2014
Wells Fargo  October 2005 - May 2014
U.S. Bank   December 2010 - February 2013

Education
New Orleans Baptist Theological Seminary   2002 — 2005
Bachelor's degree, Christian Studies

Ian O'Connor Ian O'Connor San Francisco, California Details
Ian O'Connor's Personal Capital Experience October 2013 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   October 2013 - Present
Personal Capital   July 2012 - October 2013
Morgan Stanley  November 2011 - May 2012
Mannheim Tornados   March 2011 - September 2011

Skills
Asset Allocation, Portfolio Management, Wealth Management, Financial Analysis, Asset Management, Investments, Equities, Investment Management, Management, Finance, Series 7, Venture Capital, Financial Modeling, Marketing, Leadership

Education
Santa Clara University - Leavey School of Business   2006 — 2010
Finance, Business

AJ Holmes, CFP® AJ Holmes, CFP® Greater Denver Area Details
AJ Holmes, CFP®'s Personal Capital Experience March 2015 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   March 2015 - Present
PricewaterhouseCoopers  December 2008 - February 2015
Merrill Lynch  2007 - 2008
USAA  2005 - 2008

Skills
Strategic Financial..., Budget Process, Financial Analysis, Finance, Personal Finance, Certified Financial...

Education
Arizona State University   2002 — 2005
Bachelor of Science (BS), Global Business Management and Leadership

Northland College   2000 — 2002
Meteorology

Westview High School

Tyler Morris Tyler Morris Greater Denver Area Details
Tyler Morris's Personal Capital Experience February 2014 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   February 2014 - Present
Lighthouse Financial LLC   March 2013 - February 2014
Scottrade  December 2011 - March 2013
Waddell & Reed  May 2010 - December 2011
Purdue Collegiate Financial Planners Club   August 2009 - May 2010
Purdue University Boiler Crossing   September 2008 - May 2010
Liberty Mutual Insurance Company  May 2009 - August 2009

Skills
Leadership, Investments, Financial Analysis, Finance, Marketing, Mutual Funds, Networking, Strategic Financial..., Microsoft Excel, Microsoft Office, Insurance, PowerPoint, Customer Service, Financial Modeling, Strategic Planning, Data Analysis, Portfolio Management

Education
Purdue University   2006 — 2010
Bachelor of Science, Financial Counseling and Planning

Alex Haler Alex Haler Denver, Colorado Details
Alex Haler's Personal Capital Experience April 2014 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   April 2014 - Present
Charles Schwab  February 2013 - March 2014
Charles Schwab  September 2012 - February 2013
Charles Schwab  February 2012 - September 2012
Edward Jones  October 2010 - November 2011
Big Brothers Big Sisters  2008 - 2010
Iowa City Area Development Group  January 2009 - June 2009
Iowa City Area Chamber of Commerce  August 2008 - December 2008
Kemin Industries  May 2008 - August 2008
Kemin Industries  May 2007 - August 2007

Skills
Microsoft Excel, Health Insurance, Fixed Income Analysis, Investment Research, Bloomberg Terminal, TM1, Management, Leadership, Portfolio Management, Strategic Financial..., Asset Allocation, Investment Strategies, Banking, Financial Reporting, Investments, Forecasting, Mutual Funds, Analysis, Securities, Series 7, Financial Planning, Finance, Financial Analysis, Financial Modeling

Education
University of California, Berkeley Extension   2013 — 2014
Professional Sequence in Personal Financial Planning, Finance

University of Iowa - Henry B. Tippie College of Business   2008 — 2010
BBA, Finance

Craig Birk, CFP® Craig Birk, CFP® San Francisco Bay Area Details
Craig Birk, CFP®'s Personal Capital Experience February 2011 - Present
Job Executive Vice President of Portfolio Management at Personal Capital
Industry Financial Services
Experience
Personal Capital   February 2011 - Present
Fisher Investments  December 1997 - February 2009

Skills
Strategic Financial..., Equities, Venture Capital, Investments, Investment Banking, Portfolio Management, Security Analysis, Valuation, Capital Markets, Asset Management, Financial Services, Financial Analysis, Management, Finance, Securities, Asset Allocation, Strategy

Education
University of California, San Diego   1992 — 1996
BA, Economics and Political Science

Charles Vigil Charles Vigil Denver, Colorado Details
Charles Vigil's Personal Capital Experience December 2014 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   December 2014 - Present
Scottrade  June 2013 - November 2014
Charles Schwab  2010 - 2013
Disney and ESPN Media Networks  March 2009 - December 2010

Skills
Trading, Technical Analysis, Financial Services, Portfolio Management, Fundamental Analysis, Personal Finance, Technical Writing, Customer Service, Customer Engagement, Securities Regulation, PowerPoint, Microsoft Excel, Video Production, Video Editing, Videography, Troubleshooting, Communication, Empathy, Writing, Guitarist, Mandolin, ukulele, Photography

Education
University of Colorado at Boulder   1997 — 2002
Bachelor of Arts (B.A.), Psychology

Cherry Creek High School

Victor Pascucci III Victor Pascucci III San Antonio, Texas Area Details
Victor Pascucci III's Personal Capital Experience October 2014 - September 2015
Job Venture Capital & Corporate Development
Industry Venture Capital & Private Equity
Experience
Venture Capital & Corporate Development   September 2015 - Present
Roost Inc   September 2015 - September 2015
Prosper Marketplace  April 2015 - September 2015
MX Enabled  April 2015 - September 2015
Coinbase  January 2015 - September 2015
CafeX Communications  December 2014 - September 2015
RepairPal  November 2014 - September 2015
Narrative Science  November 2014 - September 2015
Expect Labs  October 2014 - September 2015
Personal Capital   October 2014 - September 2015

Skills
Venture Capital, Corporate Development, Mergers, Deal Sourcing, Company Acquisitions, Intellectual Property, Joint Ventures, Technology Transactions, Financial Technology, Consumer Internet, E-commerce, Technology..., Due Diligence, Deal Structuring, Software Licensing, Strategy Development, Negotiation, Business Transformation, Corporate Law, Litigation, Trial Practice, Strategy, Start-ups

Education
Illinois Institute of Technology   2001 — 2001
Certificate, Ecommerce

University of Toledo College of Law   1992 — 1994
Juris Doctorate, Law

Bowling Green State University   1988 — 1992
BAC, Communications

Michelle Brownstein, CFP® Michelle Brownstein, CFP® San Francisco Bay Area Details
Michelle Brownstein, CFP®'s Personal Capital Experience December 2011 - Present
Job Senior Vice President at Personal Capital, Private Client Group
Industry Financial Services
Experience
Personal Capital   December 2011 - Present
Fisher Investments  January 2010 - November 2011
Fisher Investments  October 2008 - December 2009
Fisher Investments  July 2008 - October 2008
Fisher Investments  August 2007 - July 2008

Skills
Developing Client..., Mentoring, Equities, Fixed Income, Customer Presentations, Inside Sales, Acquisition Integration, Series 65, Wealth Management, Relationship Management, Financial Services, Investment Strategies, CRM, Due Diligence, Strategy, Investments, Mergers, Mergers & Acquisitions, Asset Management, Financial Analysis

Education
New York University   2014 — 2014
Certified Financial Planning Certification

UCLA   2003 — 2007
Economics, Economics & Political Science

Natalie Morehead Natalie Morehead Greater Denver Area Details
Natalie Morehead's Personal Capital Experience February 2015 - Present
Job Senior Advisor/Team Lead at Personal Capital
Industry Financial Services
Experience
Personal Capital   February 2015 - Present

Skills
Series 63, Investments, Mutual Funds, Alternative Investments, Series 6, Retirement Planning, Retirement, Fixed Annuities, Series 7, Asset Allocation, Marketing, Account Management, Market Research, Portfolio Performance..., Pitch Books, Client Relations, Web Services, Relationship Management, Sales, Finance, Customer Service, Financial Analysis

Education
University of Colorado Boulder   2003 — 2007
B.A., Psychology

Fritz Robbins Fritz Robbins San Francisco Bay Area Details
Fritz Robbins's Personal Capital Experience February 2010 - Present
Job CTO, Personal Capital
Industry Computer Software
Experience
Personal Capital   February 2010 - Present
Robbins Technologies   2002 - January 2010
RSA Security  April 2006 - April 2009
PassMark Security   February 2004 - April 2006
Wells Fargo Bank  June 2002 - May 2004
Excite@Home  February 1999 - February 2002
Technology Consultant  1990 - February 1999
Wells Fargo  March 1997 - January 1999
Wells Fargo Bank  October 1995 - January 1997
Connectware ATM Systems   1994 - 1995

Skills
Java Enterprise Edition, Authentication, REST, System Architecture, Scalability, Agile Methodologies, Java, Software Development, Software Engineering, Distributed Systems, Web Applications, Cloud Computing, Design Patterns, Software Design, Web Services, Security, Architecture, RightScale, Amazon Web Services..., XML, Mobile Devices, Integration, Subversion, Start-ups, SaaS, Enterprise Software, Quality Assurance, Unix, MySQL, IT Strategy, Mobile Applications, Scrum, Python, Oracle, SOAP, Architectures, SOA, Strategy, Management, Enterprise Architecture

Education
Stanford University
M.S.

The George Washington University
B.S.

Andrew Wagner, CFP® Andrew Wagner, CFP® Greater Denver Area Details
Andrew Wagner, CFP®'s Personal Capital Experience April 2014 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   April 2014 - Present
Summit Financial Strategies, Inc.   2012 - 2014
Summit Financial Strategies, Inc.   September 2011 - September 2012
Summit Financial Strategies, Inc.   June 2011 - September 2011
Village Pet Market   May 2010 - September 2010
Klipsch Group, Inc.   December 2009 - January 2010
Denison University  May 2009 - July 2009

Education
DePauw University   2008 — 2011
Bachelor of Arts, Economics and History

The Ohio State University   2011 — 2012
Executive Certificate in Financial Planning

University of Newcastle   2010 — 2010
Econometrics, History

Todd McFarland Todd McFarland San Francisco Bay Area Details
Todd McFarland's Personal Capital Experience June 2013 - Present
Job Vice President at Personal Capital
Industry Investment Management
Experience
Personal Capital   June 2013 - Present
Fortus Acquisitions   October 2010 - May 2013
Saratoga Prime Services   2008 - August 2010
Advanced Financial Applications   2007 - 2008
Citi  2005 - 2007
Prudential Financial  February 2000 - October 2004

Skills
Alternative Investments, Hedge Funds, Investments, Capital Markets, Marketing, Trading, Wealth Management, Prime Brokerage, Electronic Trading, Hedging, Securities, Fund Of Funds, Asset Management, Investment Strategies, Series 65, Finance, Equities, Investment Management

Education
University of Colorado Boulder   1987 — 1991

The Hill School   1982 — 1987

Marianne Ahlmann Marianne Ahlmann San Francisco Bay Area Details
Marianne Ahlmann's Personal Capital Experience May 2015 - Present
Job Content & Social Media at Personal Capital
Industry Public Relations and Communications
Experience
Personal Capital   May 2015 - Present
LEWIS Pulse  October 2014 - June 2015
LEWIS PR  March 2014 - February 2015
Ruby Seven Studios   September 2012 - March 2014
Lit Motors  June 2012 - September 2012
Kiva  January 2012 - June 2012
Six Sigma Ranch and Winery   January 2011 - June 2012
Quest International  June 2011 - October 2011

Skills
Spanish, Danish, Creative Writing, Blogging, Customer Service, Sales, Press Releases, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Facebook, Online Marketing, Social Networking, Social Media, Market Research, Strategy, Management, CRM, Public Speaking, Account Management, Online Advertising, Public Relations, Digital Marketing, Recruiting, Event Management, Email Marketing, Media Relations, Start-ups, Leadership

Education
University of San Francisco - Masagung Graduate School of Management   2011 — 2013
Master of Business Administration (M.B.A.), Marketing

University of Washington   2006 — 2010
Bachelor of Arts (B.A.), Spanish Language and Literature, Danish Language and Literature, Scandinavian Area Studies

Amin N Dabit, CFP® Amin N Dabit, CFP® Greater Denver Area Details
Amin N Dabit, CFP®'s Personal Capital Experience May 2014 - Present
Job Senior Vice President | Financial Advisor | Financial Planner | Team Leader at Personal Capital
Industry Investment Management
Experience
Personal Capital   May 2014 - Present
Personal Capital   October 2013 - May 2014
Merrill Lynch  May 2008 - September 2013
UBS  February 2005 - February 2008
UBS  February 2004 - December 2004

Skills
Retirement Planning, Portfolio Management, Finance, Estate Planning, Mutual Funds, Risk Management, Investments, Strategy, IRAs, Management, Retirement, Insurance, Wealth Management, Credit, Team Leadership, Leadership, Securities Lending, 401k, IRA's, Asset Based Lending, Asset Management, Financial Services, Equities, Asset Allocation, Financial Advisory, Securities

Education
University of Colorado Boulder - Leeds School of Business   2001 — 2004
Finance

Carlos Balgos Carlos Balgos San Francisco Bay Area Details
Carlos Balgos's Personal Capital Experience July 2015 - Present
Job Senior Technical Support Specialist at Personal Capital
Industry Internet
Experience
Personal Capital   July 2015 - Present
Personal Capital   April 2013 - Present
Intuit  December 2011 - April 2013
Intuit  November 2009 - December 2011
Homestead Technologies  April 2007 - November 2009
Silicon Valley Capital Homes & Mortgages   September 2003 - April 2007
Scios  July 2002 - September 2003
Corixa Pharmaceticals   March 2000 - July 2002
Genentech  April 1999 - March 2000
Genentech  June 1997 - April 1999

Skills
Customer Service, Product Development, Technical Support, Customer Support, Manual Testing, Agile Methodologies, Software Quality..., Quality Assurance, Software Development, Website Development, Marketing Communications, Compliance, Online Fraud, SaaS, SEO, Rally, E-commerce, Customer Experience, Training, Customer Satisfaction, CRM, Pre-sales, Scrum, Web Analytics, User Experience, Project Management, Management, Process Improvement, Account Management, Analytics, Enterprise Software, Call Centers, WebEx, Zendesk, JIRA, Web Applications, Mobile Applications, Test Planning, Pre-sales Technical..., Ecommerce, Black-box, Salesforce.com, Start-ups, SDLC, Mobile Devices, Bug Tracking

Education
University of Phoenix   2012 — 2014
Bachelor of Science (B.S.), Business/Commerce, General

San Francisco State University   1995 — 1997
Biology

DeAnza College   1992 — 1995
Transferred, General Education

Independence High School   1984 — 1988
Diploma, General Education

Kyle Ryan, CFP® Kyle Ryan, CFP® San Francisco Bay Area Details
Kyle Ryan, CFP®'s Personal Capital Experience October 2010 - Present
Job EVP Advisory at Personal Capital
Industry Financial Services
Experience
Personal Capital   October 2010 - Present
Merrill Lynch  March 2010 - October 2010
Global Link Solutions LLC   January 2009 - March 2010
Fisher Investments  July 2008 - December 2008
Fisher Investments  May 2006 - July 2008
Fisher Investments  September 2004 - May 2006
Fisher Investments  June 2003 - September 2004
Fisher Investments  January 2002 - June 2003
Fisher Investments  April 2001 - June 2003
Fisher Investments  July 2000 - April 2001

Skills
Fixed Income, Investment Management, Equities, Asset Managment, Series 7, Capital Markets, Trading, Derivatives, Series 65, Sales, Sales Management, Strategy, Management, Recruiting, Consulting, Marketing, Research, Customer Service, Sales Operations, Outside Sales, Wealth Management, Asset Allocation, Investments, Portfolio Management, Investment Advisory, Strategic Financial..., Investment Strategies, Asset Management

Education
University of California, Los Angeles   1998 — 2000
Bachelors, Sociology, College Honors

New York University   2011 — 2012
Certificate, Financial Planning

Dan Stampf Dan Stampf San Francisco, California Details
Dan Stampf's Personal Capital Experience August 2012 - Present
Job Senior Vice President and Director of Advisory Service
Industry Financial Services
Experience
Personal Capital   August 2012 - Present
Fisher Investments  August 2011 - August 2012
Fisher Investments  May 2010 - August 2011
Fisher Investments  March 2007 - May 2010
Fisher Investments  February 2006 - March 2007
Fisher Investments  April 2004 - February 2006
Affirmed Financial Management   October 2000 - January 2004
Pimlott Financial   July 1996 - October 2000
Glendale Federal Bank  October 1995 - July 1996

Skills
Portfolio Management, Investments, Financial Services, Wealth Management, Finance, Equities, Management, Capital Markets, Investment Strategies, Asset Allocation, Analytics, Financial Analysis, Sales, Automotive, Auto Racing, Road Racing, Driving Performance, Automotive Restoration, Retirement Planning, Corporate Finance, Investment Management, Analysis, Lead Generation, Defensive Driving, Automotive Products, New Business Development, Insurance, Direct Marketing, Project Management, Motorsports Marketing, Series 65, Racing, Motorsports, Asset Management, Sponsorship, Investment Advisory, Marketing Strategy, Event Planning, Event Management, Recruiting, Business Development, Sponsorship Sales, Program Management, Budgets

Education
San Jose State University   1996 — 2002
Bachelor of Science (B.S.), Business Administration and Finance

Jim Russell Racing Drivers School   1995 — 1995
N/A, Techniques of Racing

The Art of Road Racing
Racecraft

ray golden ray golden San Francisco Bay Area Details
ray golden's Personal Capital Experience August 2015 - Present
Job Senior Devops Engineer at Personal Capital
Industry Internet
Experience
Personal Capital   August 2015 - Present
GII   December 2011 - Present
ufida  January 2007 - November 2011

Skills
Distributed Systems, Hadoop, Git, Scalability, Python, Object Oriented Design, Amazon Web Services..., Algorithms, Software Engineering, Perl, puppet, mysql, Shell Scripting, Ruby

Education
Beijing Jiaotong University   1993 — 1997
Bachelor degress, Computer Science

beijing huiwen middle school   1991 — 1993

Yadin E. Herzel Yadin E. Herzel Greater Denver Area Details
Yadin E. Herzel's Personal Capital Experience April 2015 - Present
Job Operations Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital   April 2015 - Present
CO/GO Trails   June 2014 - Present
Empower Retirement (Great-West Financial)   November 2014 - April 2015
CT (Wolters Kluwer)   January 2012 - May 2014
Avis Budget Group  September 2010 - September 2011

Skills
Management, Training, Project Management, Microsoft Office, Microsoft Word, Outlook, Risk Management, Social Networking, Sales, Analysis, Public Speaking, New Business Development, Contract Negotiation, Microsoft Excel, Access, Research, Leadership, Customer Satisfaction, Event Planning, Strategic Planning, Strategy, Social Media, Teamwork, Competitive Analysis, Nonprofits, Fundraising, Event Management, Social Media Marketing, PowerPoint, Negotiation, Healthcare, Editing, Coaching, Project Planning, Customer Service, Account Management

Education
Binghamton University   2007 — 2010
Bachelor’s Degree, Accounting & Entrepreneurship

The Interdisciplinary Center   2006 — 2007
Computer Science & Mathematics

Donya Izadi Donya Izadi San Francisco Bay Area Details
Donya Izadi's Personal Capital Experience June 2015 - Present
Job Software Engineer at Personal Capital
Industry Computer Software
Experience
Personal Capital   June 2015 - Present
Informatics Services Corporation (ISC)   October 2010 - August 2014
ASHNA SECURE   July 2009 - August 2010
IRANNA   October 2005 - October 2006
Jahanagahan   April 2002 - April 2003

Skills
Software Development, Software Engineering, Java, C++, Java Enterprise Edition, Cryptography, Spring Framework, JSF, JPA, Design Patterns, Web Services, UML, OOP, NetBeans, Eclipse, Glassfish, Servlets, JSP, AJAX, HTML, Spring Security, Microsoft SQL Server, Programming, Linux, SQL, JavaScript, Web Development

Education
Maharishi University of Management (Fairfield, Iowa)   2014 — 2017
Master's degree, Computer Science, 3.93

Amirkabir University of Technology - Tehran Polytechnic   2006 — 2009
Master's degree, Information Security

Shiraz Azad University   2000 — 2004
Bachelor's degree, Computer Software Engineering

Ryan Koenig Ryan Koenig Greater Denver Area Details
Ryan Koenig's Personal Capital Experience November 2013 - Present
Job Vice President
Industry Financial Services
Experience
Personal Capital   November 2013 - Present
Trilogy Financial Services  February 2012 - November 2013
Wells Fargo  March 2009 - January 2012
Citi  March 2008 - March 2009

Skills
Financial Planning, Estate Planning, Insurance Planning, Investment Banking, Financial Advisory, Securities, Mutual Funds, College Savings Plans, Retirement Planning, Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Investments, Loss Mitigation, Business Planning, Loans, Finance

Education
State University of New York College at Buffalo   2004 — 2008
Psychology, Cognitive Psychology

Corning-Painted Post West High School   1999 — 2002

Sara Baris Sara Baris Boulder, Colorado Details
Sara Baris's Personal Capital Experience May 2014 - May 2015
Job Managing Director at SeedInvest
Industry Venture Capital & Private Equity
Experience
SeedInvest  May 2015 - Present
Personal Capital   May 2014 - May 2015
Reliance Capital Markets (RCM)   October 2010 - March 2014
Lehman Lee and Xu   August 2006 - July 2009

Skills
Legal Research, Commercial Litigation, Legal Writing, Legal Assistance, Courts, Management Consulting, Consulting, HR Consulting, Strategic Consulting, Process Consulting, Financial Advisory, Business Advisory, International Law, Entrepreneurship, Strategy, Finance, Corporate Law, Due Diligence, Trials, Corporate Finance, Investments, Start-ups, Financial Markets, Venture Capital, Leadership, Management, Financial Services, Portfolio Management, Analysis, Asset Management, Financial Analysis

Education
DePaul University
Juris Doctor (J.D.), Certificate in International and Comparative Law

DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Northern Arizona University
Bachelor of Science (B.S.), International Business

Palmi Moller Palmi Moller Denver, Colorado Details
Palmi Moller's Personal Capital Experience March 2014 - Present
Job Vice President Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   March 2014 - Present
Northwestern Mutual  September 2012 - March 2014
General Motors  August 2011 - December 2011
API  January 2011 - May 2011
United States Army Corps of Engineers  2010 - 2011

Education
The University of New Mexico - Robert O. Anderson School of Management   2007 — 2011
Bachelor of Business Administration (BBA), Marketing/International Management, Cum Laude

The University of New Mexico   2007 — 2011
Bachelor of Business Administration (BBA), Marketing, Cum Laude

Fountain Valley School of Colorado   2004 — 2006

Carlos Menegocci Carlos Menegocci Greater Denver Area Details
Carlos Menegocci's Personal Capital Experience April 2015 - Present
Job Financial Advisor at Personal Capital
Industry Market Research
Experience
Personal Capital   April 2015 - Present
Charter Equity Research   March 2014 - April 2015
S&P Capital IQ  November 2013 - February 2014
S&P Capital IQ  June 2012 - November 2013
Merrill Lynch  January 2012 - May 2012

Skills
Equity Research, Financial Analysis, Analysis, Financial Modeling, Market Research, Stock Market, Portfolio Management, PowerPivot, Microsoft Excel, Economics, Mutual Funds, Finance, Equities, Securities, Pivot Tables, Financial Economics, Market Analysis, International Market..., Stock Trading, Bond Markets, Risk Assessment, Microsoft SQL Server, Access Database, Investments, Valuation, Financial Statement..., Asset Allocation, Capital IQ, Microsoft Office, Microsoft Word, Bloomberg, Bloomberg Terminal

Education
University of Colorado at Colorado Springs   2011 — 2012
Bachelor of Arts (B.A.), Economics, 3.93

Paul Deer Paul Deer Boulder, Colorado Details
Paul Deer's Personal Capital Experience February 2015 - Present
Job Senior Advisor and Team Lead at Personal Capital
Industry Financial Services
Experience
Personal Capital   February 2015 - Present
Personal Capital   November 2013 - February 2015
Scottrade  May 2010 - November 2013
Scottrade  October 2008 - May 2010
Ai Sushi Restaurant   March 2008 - October 2008
Trine & Metcalf   January 2008 - May 2008

Skills
Portfolio Management, Corporate Finance, Fixed Income, Mutual Funds, Series 7, Series 63, Customer Service, Financial Markets, Corporate Communications, Equity Derivatives, Margin, Team Coordination, Customer Presentations, Brand Communication

Education
University of Colorado at Boulder - Leeds School of Business   2006 — 2010
BS, Business Administration, emphasis in Finance

Punahou School   2002 — 2006

Metropolitan State University of Denver

Daniel J. Kellogg Daniel J. Kellogg Greater Denver Area Details
Daniel J. Kellogg's Personal Capital Experience August 2013 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   August 2013 - Present
J.P. Morgan   July 2012 - August 2013
UBS Financial Services - The Hartman Group   January 2010 - July 2011

Skills
Series 7, Series 63, Financial Analysis, Public Speaking, Building Relationships, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Outlook, Research, Leadership Development, Workshop Facilitation, Networking, Training, Presentation Design, Event Planning, Social Media, Economics, Time Management, Series 65, Marketing, Analysis

Education
Colorado State University   2008 — 2012
Bachelor of Science, Business Administration/Finance

Peter Maes Peter Maes Greater Denver Area Details
Peter Maes's Personal Capital Experience February 2015 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   February 2015 - Present
Employers Resource Group Financial & Insurance Services   January 2012 - February 2015
Prudential Financial Planning Services   February 2009 - January 2012
The Prudential Insurance Company of America  December 2008 - January 2012

Skills
Insurance, Life Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Executive Benefit..., Leadership, Disability Insurance, Investment Advisory, Finance, Public Speaking, IRAs, Strategic Financial..., Investments, 401(k) Plan Management, Non-profit Leadership, Retirement Plans, Retirement Planning, Financial Planning, Retirement

Education
University of Southern California   2004 — 2008
Bachelor's Degree

South Tahoe High School   2000 — 2004
High School

Andrew Jobe Andrew Jobe Greater Denver Area Details
Andrew Jobe's Personal Capital Experience November 2013 - April 2015
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   November 2013 - April 2015
First Affirmative Financial Network  January 2013 - November 2013
BAM Advisory Group   May 2012 - January 2013

Skills
Strategic Planning, Series 7, Series 65, Customer Service, Salesforce.com, Microsoft Office, Account Management, Social Media, Microsoft Excel, Sales, PowerPoint, Event Planning, Project Management, New Business Development, Public Speaking, Marketing, Microsoft Word, Investments

Education
University of Colorado at Boulder   2008 — 2012
Bachelor of Arts (B.A.), Environmental Studies

Danny Abrams Danny Abrams Greater Denver Area Details
Danny Abrams's Personal Capital Experience February 2014 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   February 2014 - Present
Chase  September 2011 - February 2014
Chase  July 2007 - August 2011
Stryker  September 2005 - June 2007
Denver Broncos  April 2004 - June 2004

Skills
Sales, Microsoft Word, Investments, Microsoft Excel, Sales Operations, Business Analysis, Banking, Customer Service, PowerPoint, Negotiation, Microsoft Office, Series 6, Budgets, Coaching, Team Building, Direct Sales, Leadership, Financial Analysis, Risk Management, Finance, Insurance, Small Business

Education
University of Colorado at Denver   2012 — 2015
Master of Business Administration (MBA), Enterprise Technology Management

Colorado State University   2001 — 2004
BS, Business Administration- Finance & Real Estate

Matt Parkin, MBA Matt Parkin, MBA Greater Denver Area Details
Matt Parkin, MBA's Personal Capital Experience January 2015 - Present
Job Vice President Financial Advisor
Industry Investment Management
Experience
Personal Capital   January 2015 - Present
Charles Schwab  October 2013 - November 2014
Charles Schwab  November 2012 - October 2013
Charles Schwab  May 2008 - December 2012
Wells Fargo  February 2006 - May 2008
Stonecreek Funding Corporation   October 2004 - May 2005

Skills
Investments, Finance, Portfolio Management, Financial Analysis, Fixed Income, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Asset Management, Series 66, Life Insurance

Education
Regis University   2006 — 2009
MBA, Finance and Accounting

University of Denver - Daniels College of Business   1999 — 2003
BS BA, Business Managment

Andrew C. Thompson Andrew C. Thompson Greater Denver Area Details
Andrew C. Thompson's Personal Capital Experience 2013 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated   2012 - 2013
MassMutual Financial Group  2011 - 2012
Wells Fargo Bank  2009 - 2011
Northwestern University  2008 - 2009
Northwestern University  2007 - 2009
BH Management Services, Inc.   2007 - 2007
Vector Marketing  2006 - 2006
Habitat for Humanity International  2006 - 2006

Skills
Financial Services, Insurance, Wealth Management, Retirement, Business Analysis, Fixed Annuities, Life Insurance, Sales, Estate Planning, Real Estate, Disability Insurance, Commercial Banking, 401k, Analysis, Asset Allocation, Asset Management, Banking, Finance, Financial Advisory, Fixed Income, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Leadership, Loans, Mutual Funds, Program Management, Portfolio Management, Securities, Retirement Planning, Series 63, Small Business, Series 7, Strategic Financial..., Valuation, CRM, Credit, Alternative Investments, Financial Modeling, Equities, Financial Analysis, Investments, Training

Education
Northwestern University   2014 — 2014
Certified Financial Planner (CFP) Certificate, Financial Planning and Services

Northwestern University   2005 — 2009
Bachelor of Arts, American Studies Honors Program; History, Americas Concentration

Theodore Roosevelt High School   2001 — 2005
High School Diploma

Evan Degenhart Evan Degenhart Greater Denver Area Details
Evan Degenhart's Personal Capital Experience July 2015 - Present
Job Senior Technical Support Specialist at Personal Capital
Industry Information Technology and Services
Experience
Personal Capital   July 2015 - Present
Personal Capital   March 2014 - July 2015
RE/MAX  August 2013 - March 2014
Integrated Asset Services  April 2012 - July 2013
TransUnion Rental Screening Solutions  August 2010 - April 2012
The Home Depot  December 2002 - March 2010

Skills
Project Management, Microsoft Office, Customer Service, Sales, Salesforce.com, Team Leadership, Access, Outlook, Call Centers, Software Documentation, Team Building, Visio, Networking, Process Improvement, Troubleshooting, Vendor Management, SharePoint, Analysis, Business Analysis, Windows, Data Analysis, Training, Microsoft SQL Server, Computer Science, C++, Java, SQL, SDLC, Visual Studio, Object Oriented Design, NetBeans, MS Project, Research, Inventory Management, Warehouse Management, Retail Management, Product Management, REO, C#, .NET, Databases, Requirements Analysis, Management, Leadership

Education
Regis University   2008 — 2013
Bachelor's degree, Computer Science

Gerald Sellars Gerald Sellars Houston, Texas Area Details
Gerald Sellars's Personal Capital Experience 2015 - 2015
Job
Industry Higher Education
Experience
Rice University  June 2014 - Present
Personal Capital   2015 - 2015
United States Navy  2012 - 2014
US Navy  January 2010 - June 2012
United States Air Force  January 2004 - November 2010
United States Air Force  January 2004 - November 2010
United States Air Force  January 2007 - January 2008

Skills
Security Clearance, Military Experience, Leadership, Military, National Security, Defense, Team Leadership, Management, Military Training, Navy, Training, Program Management, Force Protection, Strategic Planning, Higher Education, Operations Management, Command

Education
The George Washington University - School of Business   2015 — 2017
Master of Business Administration (MBA), Accounting Finance Consulting

Embry-Riddle Aeronautical University   2008 — 2015
Master's Degree, Aeronautical/Aerospace Engineering Technology/Technician

Embry-Riddle Aeronautical University   2006 — 2008
Bachelor's degree, Aerospace, Aeronautical and Astronautical Engineering

Embry-Riddle Aeronautical University   2006 — 2007
Associate of Science (A.S.), Aeronautics/Aviation/Aerospace Science and Technology, General

Community College of the Air Force   2005 — 2006
Associate of Science (A.S.), Educational/Instructional Technology

Community College of the Air Force   2005 — 2006
Associate of Science (A.S.), Aircraft Powerplant Technology/Technician

Falcon high school

Greg Lawrence Greg Lawrence Greater Denver Area Details
Greg Lawrence's Personal Capital Experience October 2013 - Present
Job Vice President / Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   October 2013 - Present

Skills
Series 7, RFP, Salesforce.com, Leadership, Microsoft Excel, PowerPoint, Social Skills, Mutual Funds, Series 63, Series 6, Investments, Asset Managment, Call Center, Securities, Customer Service

Education
Emory University   1987 — 1990
Bachelor of Business Administration, Marketing

Wilfred Lopez Wilfred Lopez Greater Denver Area Details
Wilfred Lopez's Personal Capital Experience November 2014 - March 2015
Job Retirement Advisory Channel Manager at ePlan Services, Inc.
Industry Financial Services
Experience
MDS Energy Development, LLC   May 2015 - October 2015
Personal Capital   November 2014 - March 2015
Transamerica  January 2009 - October 2014
US Bank  August 2008 - January 2009
Clark Capital Management Group  January 2008 - June 2008
Curian Capital  June 2003 - December 2007
TIAA-CREF  February 1997 - June 2002
Nichols, Safina, Lerner & Co., Inc.   September 1995 - June 1996

Skills
Investments, Retirement, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Investment Strategies, Relationship Management, Alternative Investments, ETFs, Investment Management, Securities, Series 6, Wealth Management, Asset Allocation, 401k, Insurance, Investment Advisory, IRAs, Equities, Asset Managment, Sales Management, Budgets, Sales, Series 65, Financial Planning, Management

Education
University of Denver - Daniels College of Business   2001 — 2003
M.B.A., General Business

New York University - Polytechnic School of Engineering   1989 — 1995
B.S., Mechanical Engineering

Nathan Chisholm Nathan Chisholm Denver, Colorado Details
Nathan Chisholm's Personal Capital Experience May 2015 - Present
Job Operations Associate at Personal Capital
Industry Investment Management
Experience
Personal Capital   May 2015 - Present
Raymond James Financial, Inc.   May 2014 - April 2015
OppenheimerFunds via Ultimate Staffing (Six Month Contract Position)   November 2013 - April 2014
KDVR-TV FOX 31 Denver & KWGN-TV Channel 2 Denver, CO   January 2013 - June 2013
Vail Resorts  November 2011 - May 2013
KUSA-TV 9NEWS Denver, CO   September 2012 - December 2012
Camp Wigwam  2005 - 2011
University of Denver Media Relations Department   March 2009 - November 2009

Skills
Press Releases, Journalism, Editing, Microsoft Office, Customer Service, Broadcast Journalism, Public Relations, ETFs, Mutual Funds, Life Insurance, Retirement Planning, Finance

Education
University of Denver   2008 — 2011
BA

Ohio Center for Broadcasting-Colorado   2008 — 2009

Lancaster University   2009 — 2010

Christopher Bodey Christopher Bodey Dallas, Texas Details
Christopher Bodey's Personal Capital Experience May 2009 - Present
Job investments at Personal Capital
Industry Financial Services
Experience
Personal Capital   May 2009 - Present

Education
Texas Tech University   1980 — 1985
Graphic Design, Design and Applied Arts

Jeremy Schein Jeremy Schein Greater New York City Area Details
Jeremy Schein's Personal Capital Experience October 2014 - Present
Job Managing Director at Corsair Capital
Industry Financial Services
Experience
Personal Capital   October 2014 - Present
Corsair Capital  September 2001 - Present
NoteMachine   August 2012 - Present
J.P. Morgan   September 2001 - February 2006

Skills
Valuation, Private Equity, LBO, Financial Modeling, Equities, Hedge Funds, Alternative Investments, Capital Markets, Financial Institutions, Financial Technology, Banking, Insurance, Asset Managment, Financial Services

Education
Cornell University   1997 — 2001
BA, Economics

Jonathan Lore Jonathan Lore Greater Denver Area Details
Jonathan Lore's Personal Capital Experience November 2014 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   November 2014 - Present
UBS Wealth Management  April 2013 - October 2014
UBS Wealth Management  November 2008 - April 2013
UBS Wealth Management  September 2007 - November 2008

Education
University of Kansas   2002 — 2007
Bachelor's degree, Economics

Joseph Raskauskas, Jr. Joseph Raskauskas, Jr. Denver, Colorado Details
Joseph Raskauskas, Jr.'s Personal Capital Experience October 2013 - Present
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital   October 2013 - Present
JCR Properties   August 2012 - September 2013
Webtab, Inc.   May 2011 - August 2012
Transamerica Capital Management  August 2008 - January 2010
American Brokers Conduit  June 2005 - August 2007

Skills
Team Leadership, Sales Management, Project Management, Account Management, Event Management, Operations Management, Leadership, Marketing Strategy, Social Media Marketing, Sales, Sales Presentations, Presentations, Client Presentation, Client Development, Business Development, Relationship Management, Building Relationships, Social Media Advertising, Social Media, Microsoft Office, Promotions, Event Planning, Sales Operations, Finance, Financial Analysis, Financial Accounting, Managerial Finance, Real Estate Financing, Communication Skills, Analytical Skills, Analytic Thinking, Solution Implementation, Salesforce.com, Competitive Analysis, Customer Service, Strategy, Product Development, Contract Negotiation, Analysis, CRM, Management, Marketing, Forecasting, B2B, Budgets

Education
University of Denver - Daniels College of Business   2010 — 2012
Professional MBA

University of Colorado Boulder - Leeds School of Business   2000 — 2004
BS, Finance

Griffith University   2003 — 2003
Bachelor's Degree

Georgetown Preparatory School   1996 — 2000
High School

Luisa Franson Luisa Franson Greater Denver Area Details
Luisa Franson's Personal Capital Experience November 2014 - Present
Job Operations Associate Personal Capital
Industry Financial Services
Experience
Personal Capital   November 2014 - Present
AEW Capital Management  September 2012 - September 2014
BNY Mellon  July 2011 - September 2012
Bank RI   May 2010 - November 2010
DiMillo's Marina & Floating Restaurant   May 2005 - August 2009

Skills
Teamwork, Financial Analysis, Management, PowerPoint, Accounts Payable, Microsoft Excel, Invoicing, Accounting, Finance, Financial Modeling

Education
Bryant University   2007 — 2011
Bachelor of Science, Business Administration; Finance

Sao Nguyen Sao Nguyen Newark, California Details
Sao Nguyen's Personal Capital Experience September 2015 - Present
Job Payroll Specialist at Personal Capital
Industry Accounting
Experience
Personal Capital   September 2015 - Present
Home Care Assistance  January 2014 - September 2015
CSAA Insurance Group  September 2013 - December 2013
Starbucks  October 2010 - June 2013

Skills
Inventory Management, Customer Service, Retail, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Networking, Payroll

Education
California Polytechnic State University-San Luis Obispo   2009 — 2013
Bachelor's degree, Business Administration, Concentration in Accounting

Gene Feldman Gene Feldman San Francisco Bay Area Details
Gene Feldman's Personal Capital Experience 2015 - Present
Job Sr. Product Manager at Personal Capital
Industry Financial Services
Experience
Personal Capital   2015 - Present
Credit.com  December 2013 - Present
Personal Capital   2015 - 2015
Personal Capital   2015 - 2015
Personal Capital   2015 - 2015
Intuit  June 2013 - September 2013
Intuit  February 2001 - June 2013
Intuit  2011 - 2012
BFC  June 2007 - October 2008
ALPHADOG PM   2000 - 2001

Skills
Market Analysis, Financial Analysis, Product Management, Analytics, SaaS, Project Management, Agile Project Management, Quality Management, User Experience, Automation, Mobile Applications, Scrum, Strategic Partnerships, Agile Methodologies

Education
CFA Institute   2006 — 2006
Completed CFA Level I, Finance

University of San Francisco   2003 — 2005
MS Financial Analysis, Finance, Economics, Econometrics

University of San Francisco
BS, Finance

Adrian Gillette Adrian Gillette San Francisco Bay Area Details
Adrian Gillette's Personal Capital Experience September 2010 - February 2014
Job Web technologies consultant
Industry Information Technology and Services
Experience
Independant Consultant  July 2007 - Present
Personal Capital   September 2010 - February 2014
Eveo  2008 - 2009
Intel Corporation  May 2005 - August 2005
Arizona State University  April 2001 - August 2004
Expius, Inc.   March 1999 - October 2000
Boeing  February 1998 - February 1999

Skills
Flex, Management Consulting, Web Services, ActionScript, Web Development, Management, Agile Methodologies, Program Management, HTML, JavaScript, Backbone.js, SASS, CSS, jQuery, Web Applications

Education
Thunderbird, The Garvin School of International Management   2004 — 2006
MBA

Arizona State University   1991 — 1996
Bachelor of Science (BS)

Buck DeFore Buck DeFore San Francisco Bay Area Details
Buck DeFore's Personal Capital Experience November 2010 - October 2011
Job Sr. Software Engineer at General Assembly
Industry Internet
Experience
General Assembly  March 2015 - Present
self  May 2006 - Present
Learnist (formerly Grockit)   September 2012 - March 2015
Personal Capital   November 2010 - October 2011
Scoot & Doodle   January 2011 - April 2011
ConnectSolutions LLC  June 2009 - November 2010
Esria   September 2007 - October 2008
Adobe  August 2006 - September 2007
Vuvox   May 2006 - August 2006
ESPN.com  April 2005 - May 2006

Skills
JavaScript, Git, Flash, CSS, AngularJS, Node.js, Meteor, Ruby on Rails

Education
University of Puget Sound   1998 — 2003
BS

James Ortiz James Ortiz Greater Los Angeles Area Details
James Ortiz's Personal Capital Experience 2014 - 2014
Job Analyst
Industry Information Technology and Services
Experience
Odesus, Inc.   November 2014 - January 2015
AroundWire   June 2014 - November 2014
Personal Capital   2014 - 2014
Kaiser Permanente  January 1996 - December 2013
IG Systems   September 1995 - January 1996
Computer Development Inc   1994 - September 1995
Bullocks Macy*s   1989 - 1994
Federated Department Stores  1989 - 1994
Hughes Aircraft Company (C&DP)   1986 - 1989

Skills
Vendor Management, Visio, SOA, SDLC, Enterprise Architecture, Project Portfolio..., Java, Web Applications, Databases, Requirements Analysis, Oracle, IT Management, Project Management, Software Project..., Business Process, SQL, Healthcare Information..., Software Documentation, Data Warehousing, Cross-functional Team..., Business Intelligence, SharePoint, Integration, PMO, EAI, XML, Process Improvement, Business Analysis, ERP, Disaster Recovery, Microsoft SQL Server, IT Strategy, Testing, Web Services, Solution Architecture, Agile Methodologies, Agile Project Management, PMP, Security, Business Requirements, Change Management, Requirements Gathering, Java Enterprise Edition, Data Modeling, Business Process..., Application Architecture, Resource Management, Scrum, ETL, Unix

Education
California State University-Los Angeles   1984 — 1987
BS, Business Administration - Business Information Systems

Surapruik, Susan Surapruik, Susan San Francisco Bay Area Details
Surapruik, Susan's Personal Capital Experience December 2011 - Present
Job Director, Mobile Technology
Industry Computer Software
Experience
Personal Capital   December 2011 - Present
Stanford University  April 2011 - Present

Skills
User Experience, Programming, Video Games, ActionScript, JavaScript, Mobile Devices, Mobile Applications, Objective-C, iOS development, Android, iOS, Java, User Interface Design, User Interface, Game Design, CSS

Education
University of California, Berkeley   1996 — 2000
BA, Cognitive Science

Jacqueline Quasney Jacqueline Quasney San Francisco Bay Area Details
Jacqueline Quasney's Personal Capital Experience May 2015 - Present
Job Senior Brand Manager at Personal Capital
Industry Marketing and Advertising
Experience
Personal Capital   May 2015 - Present
Personal Capital   September 2014 - Present
QuinStreet  August 2013 - September 2014
Home Front Communications  April 2010 - August 2013
ABC News  August 2009 - April 2010
Politico  May 2008 - July 2009
ABC News  August 2007 - May 2008
U.S. House of Representatives, Committee on Ways and Means   2007 - 2007
BBC Worldwide  January 2006 - April 2006

Skills
Wordpress, Post Production, Pitching Stories, Production, Writing, Mac applications, Final Cut Pro, Video Production, Blogging, Research, Public Relations, Media Relations, Digital Media, Content Management, Television, Video Editing, Broadcast, Journalism, Video, Corporate Communications, Editing, Web Content, Project Management, Advertising, Film, Marketing, Multimedia, Email Marketing

Education
Georgetown University   2006 — 2008
MA

The London School of Economics and Political Science (LSE)   2006 — 2006
Lic.

Washington State University   2002 — 2005
BA

PMP
Enrolled in Project Management Professional (PMP) courses.

Matt Lenore Matt Lenore San Mateo, California Details
Matt Lenore's Personal Capital Experience October 2013 - Present
Job Research Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital   October 2013 - Present
Federated MDT Advisers  March 2010 - March 2013
Federated MDT Advisers  December 2007 - March 2010
Federated MDT Advisers  March 2006 - December 2007

Skills
Equities, Bloomberg, Portfolio Management, Mutual Funds, Electronic Trading, Equity Trading, Asset Management, Trading, Investments, Asset Allocation, Equity Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Fixed Income

Education
Brandeis University   2001 — 2005
Bachelor of Arts, Economics, Cum Laude

Gina Ravago Gina Ravago San Francisco Bay Area Details
Gina Ravago's Personal Capital Experience February 2010 - October 2013
Job Senior Financial Services Professional
Industry Financial Services
Experience
Prosper Marketplace  November 2013 - Present
Personal Capital   February 2010 - October 2013
Rev Worldwide  April 2009 - January 2010
JPMorgan Chase  November 2003 - March 2009
EverBank  May 1999 - October 2003
HSBC  October 1994 - April 1999
Citibank  July 1991 - September 1994

Skills
Risk Management, Product Management, Credit Risk, Financial Services, Banking, Fraud, Product Development, Credit, Program Management, Payments, Business Process..., Financial Risk, Management, Retail Banking

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA

De La Salle University
BS, Computer Science

Catha Mullen Catha Mullen San Francisco Bay Area Details
Catha Mullen's Personal Capital Experience June 2012 - Present
Job Strategy & Business Development Director, Personal Capital
Industry Financial Services
Experience
Personal Capital   June 2012 - Present
Farm to Cup   February 2011 - December 2012
Physic Ventures  2011 - 2011
The Rockefeller Group  August 2009 - August 2010
UBS Investment Bank  June 2007 - June 2009

Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Start-ups, Equities, Investments, Venture Capital, Business Strategy, Corporate Finance, Valuation, Entrepreneurship, Investment Banking, Cross-functional Team..., Long Distance Running, Product Management, Analytics, Private Equity, Running, Corporate Development, Emerging Markets, Business Development, Digital Marketing, Customer Acquisition, Digital Strategy, Wealth Management, Financial Technology

Education
Stanford Graduate School of Business   2010 — 2013
Master of Business Administration (MBA)

Princeton University   2003 — 2007
Bachelor of Arts (B.A.), Politics

Bronxville High School   1999 — 2003

John Castelly John Castelly San Francisco Bay Area Details
John Castelly's Personal Capital Experience July 2015 - Present
Job Chief Compliance Officer at Personal Capital
Industry Financial Services
Experience
Personal Capital   July 2015 - Present
TD Ameritrade  May 2014 - June 2015
US Securities and Exchange Commission  December 2012 - May 2014
Morgan Stanley  January 2005 - December 2012
Schiff Hardin LLP  January 2003 - November 2004
Pillsbury Winthrop Shaw Pittman  September 2001 - December 2002

Skills
Securities, Securities Regulation, Litigation, Corporate Law, Commercial Litigation, Legal Writing, Arbitration, Mediation, Trials, FINRA, Legal Research, Securities Litigation, Debate, Public Speaking, Investments, Courts, Licensing, Private Equity, Civil Litigation, Legal Compliance, Securities Exchange Act..., Legal Advice

Education
Columbia Law School   1998 — 2001
Doctor of Law (J.D.)

City University of New York City College   1994 — 1998
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

APDA

APDA

Soudabeh Sheikhi Soudabeh Sheikhi San Francisco Bay Area Details
Soudabeh Sheikhi's Personal Capital Experience May 2015 - Present
Job Intern at Personal Capital
Industry Computer Software
Experience
Personal Capital   May 2015 - Present
Rayan Pardaz Kavosh   October 2006 - July 2008
KAFA   January 2004 - October 2006
Alborz Company Co   2001 - 2004

Skills
HTML, Hibernate, CSS, JavaScript, MySQL, Java, Spring, CSS3, Front-end, HTML 5, Web Applications, Linux, AJAX, Dreamweaver, Subversion, Photoshop, Flash, DHTML, Web Development, JSP, JSON, jQuery, MVC, Design Patterns, XML, Web Services, Apache, OOP, PHP, Tomcat, Eclipse, Java Enterprise Edition, HTML5, Spring Framework

Education
UCSC Extension   2014 — 2015
Certificate, Internet Programming, A

Islamic Azad University
B.S, Comuter Software Engineering

Bryan Lennon, CFP® Bryan Lennon, CFP® Denver, Colorado Details
Bryan Lennon, CFP®'s Personal Capital Experience May 2014 - Present
Job Senior Vice President Team Leader at Personal Capital
Industry Financial Services
Experience
Personal Capital   May 2014 - Present
Personal Capital   August 2013 - May 2014
Convergent Wealth Advisors  January 2011 - July 2013
JP Morgan  2008 - 2010

Skills
Hedge Funds, Investments, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Wealth Management, Mutual Funds

Education
Franklin & Marshall College
B.A., Finance/Accounting

Georgetown University

Canterbury School

Joseph Fahr Joseph Fahr San Francisco Bay Area Details
Joseph Fahr's Personal Capital Experience October 2011 - June 2014
Job VP of Marketing at FutureAdvisor Investment Management for Everyone (We're Hiring!)
Industry Marketing and Advertising
Experience
FutureAdvisor - Investment Management for Everyone (We're Hiring!)   April 2015 - Present
FutureAdvisor - Investment Management for Everyone   June 2014 - April 2015
Personal Capital   October 2011 - June 2014
AKQA  January 2011 - October 2011
ForwardPro Partners   July 2010 - February 2011
AKQA  April 2010 - January 2011
Wunderman  August 2009 - April 2010
Fisher Investments  September 2007 - August 2009
Citigroup  September 2005 - February 2007

Skills
Predictive Modeling, Strategic Planning, Database Admin, Mobile Analytics, Social Analytics, Analytics, Web Analytics, Omniture, Digital Marketing, Online Advertising, SEM, Google Analytics, Email Marketing, Statistical Data..., Entrepreneurship, Consumer Insight, Lead Generation, Direct Marketing, User Experience, Strategy, Segmentation, CRM, Marketing, Management

Education
University of California, Berkeley   2003 — 2007
BA, Mathematics

Jesse Piburn Jesse Piburn Greater Denver Area Details
Jesse Piburn's Personal Capital Experience March 2014 - Present
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital   March 2014 - Present
Legacy Wealth Partners LLC  May 2012 - March 2014
The Club at Ravenna   September 2006 - December 2011
Denver Country Club  May 2006 - September 2006

Skills
Helping Clients Succeed, Financial Planning, Investments, Investment Portfolio, Asset Allocation, Finance, Customer Service, 401k, Strategic Planning, Marketing, Budgets, Building Relationships, Business Relationship..., Alternative Investments, Social Media, Life & Health Insurance..., Customer Relations, Social Networking, Series 7, Series 66, Account Management, Operations Management, Team Leadership, New Business Development, Business Strategy, Business Development

Education
Arizona State University   2001 — 2006
BS Agribusiness

Matt Garcia Matt Garcia San Mateo, California Details
Matt Garcia's Personal Capital Experience June 2012 - August 2012
Job Account Executive at SalesforceIQ
Industry Information Technology and Services
Experience
SalesforceIQ  May 2015 - Present
Oracle  July 2013 - May 2015
In Case of Emergency Standard a Division of About The Kids Foundation   June 2013 - March 2015
Personal Capital   June 2012 - August 2012
In Case of Emergency Standard a Division of About The Kids Foundation   June 2012 - July 2012
Self-Employed  August 2009 - August 2011

Skills
Market Research, CRM, Competitive Analysis, SaaS, Microsoft Office, Marketing, Entrepreneurship, Time Management, Leadership, Client Relations Skills, Microsoft Excel, Cold Calling, Finance, Financial Accounting, Team Leadership, Marketing Strategy, Business Intelligence, Sales, Customer Experience..., Business Development, Oracle CRM, Networking, Golf

Education
University of Southern California - Marshall School of Business   2011 — 2013
BS- Business Administration, Finance

University of Southern California   2011 — 2013

Cañada College   2009 — 2011
Associate of Science (A.S.), Business and Financial Services

Junipero Serra High School   2005 — 2009

Kasey Baughan Kasey Baughan San Francisco Bay Area Details
Kasey Baughan's Personal Capital Experience June 2015 - Present
Job Security and Privacy Intern at Personal Capital
Industry Information Technology and Services
Experience
Personal Capital   June 2015 - Present
PartnerFusion   January 2014 - August 2014
The Church of Jesus Christ of Latter-day Saints IT   May 2013 - August 2013
lawstats.org   May 2012 - August 2013
Brigham Young University  August 2009 - September 2012

Skills
JavaScript, PowerPoint, SQL, Java, Microsoft Excel, PHP, HTML, Microsoft Office, Teaching, Windows, Leadership, Editing, Public Speaking, Research, Microsoft Word, Data Analysis

Education
Stanford University Law School   2014 — 2017
Doctor of Law (J.D.), Law

Brigham Young University   2006 — 2013
Master of Science (MS), Information Systems

Brigham Young University   2006 — 2013
Bachelor of Science (BS), Information Systems, Economics

Travis Alcantara Travis Alcantara Hayward, California Details
Travis Alcantara's Personal Capital Experience January 2013 - September 2013
Job Product Specialist/NRBA at Marketstar/LG Mobile Electronics
Industry Banking
Experience
Marketstar/LG Mobile Electronics   September 2013 - Present
Personal Capital   January 2013 - September 2013
Wells Fargo  July 2012 - January 2013
Bank of America  June 2007 - October 2012
Bank of America  December 2006 - June 2007
Bank of America  April 2006 - December 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, Public Speaking, Analysis, Economics, Econometrics, Economic Development, Economic Research, Debate, Statistics, Customer Service, Sales

Education
University of California, Berkeley   2010 — 2012
Bachelor's degree, Political Economy

Chabot College   2007 — 2010

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