Personal Capital
Industry: Company
DescriptionPersonal 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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
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
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
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
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
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
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
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
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
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
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!
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Personal Capital May 2009 - Present
Education
Texas Tech University 1980 — 1985
Graphic Design, Design and Applied Arts
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
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
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
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
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
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
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)
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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