Picoco LLC
Description
Address: 4343 Von Karman Ave # 350, Newport Beach, CA 92660 Phone: (949) 640-0801: Hours: Place name: : : : : : Category: Website: Website: http://picoco.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Picoco LLC Posting publicly on the Web Write a review Reviews 1 Google review
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Picoco LLC Employees
Employee
Years
Job
Industry
Fallon Lytle Fallon Lytle's Picoco LLC Experience August 2014 - Present
Job Administrative
Industry Accounting
Experience
Picoco LLC August 2014 - Present
Schwindt & Co. March 2008 - January 2014
Anna's Linens July 2007 - December 2007
Accountable Solutions November 2006 - June 2007
Education
California State University-Dominguez Hills 2006 — 2007
Bachelor of Science (BS), Business Administration-Marketing
Orange Coast College 2001 — 2006
Associate of Arts (AA)
Picoco LLC August 2014 - Present
Schwindt & Co. March 2008 - January 2014
Anna's Linens July 2007 - December 2007
Accountable Solutions November 2006 - June 2007
Education
California State University-Dominguez Hills 2006 — 2007
Bachelor of Science (BS), Business Administration-Marketing
Orange Coast College 2001 — 2006
Associate of Arts (AA)
Lisa Randall Lisa Randall's Picoco LLC Experience August 2015 - Present
Job Family Office Accountant
Industry Accounting
Experience
Picoco LLC August 2015 - Present
Breslauer, Rutman & Anderson June 2014 - June 2015
Mark IV Capital May 2009 - February 2014
Skills
Financial Analysis, Tax, Financial Accounting, Cash Flow Forecasting, US GAAP, Bank Reconciliation, Tax Accounting, Tax Preparation, Budget Monitoring, Financial Audits, Internal Controls, Capital Accounting, Cash Management, Bill Payment, QuickBooks, Lacerte, Private Foundations, Private Equity, Consolidation, Valuation, Travel Planning, Organization &..., Employee Training, Time Management, Financial Reporting, Income Tax, Partnership Taxation, Tax Research, Banking, Journal Entries, Tax Returns, Management Accounting, High Net Worth..., Working Capital..., Expenses, Capital, LLC, Trust Management, Preparation, Accountants, Bookkeeping, Balance Sheet, Managing Accounts, Personal Finance, Datafaction, Employee Management, Team Leadership, Account Management, Customer Service, Finance
Education
California State University-Long Beach 2007 — 2008
Bachelor of Science (B.S.), Business Administration with emphasis in Accountancy
Irvine Valley College 2009 — 2010
CTEC Certification, Individual and Business Taxation
California Culinary Academy 2003 — 2004
Certificate in Baking & Pastry, Baking and Pastry Arts/Baker/Pastry Chef
Picoco LLC August 2015 - Present
Breslauer, Rutman & Anderson June 2014 - June 2015
Mark IV Capital May 2009 - February 2014
Skills
Financial Analysis, Tax, Financial Accounting, Cash Flow Forecasting, US GAAP, Bank Reconciliation, Tax Accounting, Tax Preparation, Budget Monitoring, Financial Audits, Internal Controls, Capital Accounting, Cash Management, Bill Payment, QuickBooks, Lacerte, Private Foundations, Private Equity, Consolidation, Valuation, Travel Planning, Organization &..., Employee Training, Time Management, Financial Reporting, Income Tax, Partnership Taxation, Tax Research, Banking, Journal Entries, Tax Returns, Management Accounting, High Net Worth..., Working Capital..., Expenses, Capital, LLC, Trust Management, Preparation, Accountants, Bookkeeping, Balance Sheet, Managing Accounts, Personal Finance, Datafaction, Employee Management, Team Leadership, Account Management, Customer Service, Finance
Education
California State University-Long Beach 2007 — 2008
Bachelor of Science (B.S.), Business Administration with emphasis in Accountancy
Irvine Valley College 2009 — 2010
CTEC Certification, Individual and Business Taxation
California Culinary Academy 2003 — 2004
Certificate in Baking & Pastry, Baking and Pastry Arts/Baker/Pastry Chef
Joshua Soong Joshua Soong's Picoco LLC Experience June 2006 - January 2009
Job Chief Investment Officer at Deerwood Capital, LLC
Industry Investment Management
Experience
Deerwood Capital, LLC April 2009 - Present
Picoco LLC June 2006 - January 2009
Citadel LLC June 2004 - September 2005
Skills
Equity Research Analysis, Investment Management, Chartered Financial..., Value Investing, Equities, Portfolio Management, Investments, Hedge Funds, Financial Modeling, Valuation, Asset Management, Securities
Education
Massachusetts Institute of Technology 2000 — 2004
Dual Bachelor of Science (BS), Electrical Engineering & Computer Science, Economics
Deerwood Capital, LLC April 2009 - Present
Picoco LLC June 2006 - January 2009
Citadel LLC June 2004 - September 2005
Skills
Equity Research Analysis, Investment Management, Chartered Financial..., Value Investing, Equities, Portfolio Management, Investments, Hedge Funds, Financial Modeling, Valuation, Asset Management, Securities
Education
Massachusetts Institute of Technology 2000 — 2004
Dual Bachelor of Science (BS), Electrical Engineering & Computer Science, Economics
Afton Johnson Afton Johnson's Picoco LLC Experience August 2012 - January 2014
Job Nanny/ Home Assistant/ Piano Teacher/ Freelancer
Industry
Experience
Picoco LLC August 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, Childcare, Teaching, Creative Writing, Writing, Editing, Proofreading, Piano, Dance, Art, Customer Service, Social Networking, Photoshop, Research, Public Speaking, Microsoft Word, Blogging, Strategic Planning, PowerPoint
Education
Brigham Young University 2002 — 2006
Bachelor of Arts (BA), English Language and Literature/ Creative Writing
Picoco LLC August 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, Childcare, Teaching, Creative Writing, Writing, Editing, Proofreading, Piano, Dance, Art, Customer Service, Social Networking, Photoshop, Research, Public Speaking, Microsoft Word, Blogging, Strategic Planning, PowerPoint
Education
Brigham Young University 2002 — 2006
Bachelor of Arts (BA), English Language and Literature/ Creative Writing
Cherie Badri, CFA Cherie Badri, CFA's Picoco LLC Experience 2005 - 2006
Job Senior Research Analyst and Portfolio Manager at Strategic Global Advisors, LLC
Industry Investment Management
Experience
Strategic Global Advisors, LLC September 2006 - Present
Picoco LLC 2005 - 2006
William Blair and Company 1997 - 2005
Skills
Portfolio Management, Asset Managment, Equities, Valuation, Financial Modeling, Equity Research, Investments, Financial Analysis, Sell Side, Private Equity, Investment Strategies, Asset Allocation, Asset Management, Capital Markets, Alternative Investments, Hedge Funds, Bloomberg, Equity Valuation
Education
University of Illinois at Urbana-Champaign 1993 — 1994
MS, Finance
University of Illinois at Urbana-Champaign 1991 — 1993
MBA
Northwestern University 1987 — 1991
BA, Economics
Strategic Global Advisors, LLC September 2006 - Present
Picoco LLC 2005 - 2006
William Blair and Company 1997 - 2005
Skills
Portfolio Management, Asset Managment, Equities, Valuation, Financial Modeling, Equity Research, Investments, Financial Analysis, Sell Side, Private Equity, Investment Strategies, Asset Allocation, Asset Management, Capital Markets, Alternative Investments, Hedge Funds, Bloomberg, Equity Valuation
Education
University of Illinois at Urbana-Champaign 1993 — 1994
MS, Finance
University of Illinois at Urbana-Champaign 1991 — 1993
MBA
Northwestern University 1987 — 1991
BA, Economics
Jacqueline (Carry) Turo Jacqueline (Carry) Turo's Picoco LLC Experience 2010 - 2012
Job Attorney at PepsiCo
Industry Law Practice
Experience
PepsiCo, Inc. March 2012 - Present
Picoco LLC 2010 - 2012
Morris Polich & Purdy LLP 2009 - 2010
Hecht Solberg 2006 - 2008
United States Attorney's Office June 2004 - August 2004
Skills
Litigation, Real Estate, Contract Negotiation, Due Diligence, Securities, Franchise Agreements, Food & Beverage
Education
The College of William and Mary - Marshall Wythe Law School 2003 — 2006
Doctor of Law (J.D.)
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Business Administration
PepsiCo, Inc. March 2012 - Present
Picoco LLC 2010 - 2012
Morris Polich & Purdy LLP 2009 - 2010
Hecht Solberg 2006 - 2008
United States Attorney's Office June 2004 - August 2004
Skills
Litigation, Real Estate, Contract Negotiation, Due Diligence, Securities, Franchise Agreements, Food & Beverage
Education
The College of William and Mary - Marshall Wythe Law School 2003 — 2006
Doctor of Law (J.D.)
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Business Administration
Juan Pablo Solórzano Margain Juan Pablo Solórzano Margain's Picoco LLC Experience January 2014 - January 2014
Job Market Economist at TUDOR INVESTMENT CORPORATION
Industry Investment Management
Experience
Picoco LLC January 2014 - January 2014
Banco de México March 2011 - June 2013
Instituto Tecnológico Autónomo de México June 2012 - May 2013
Intellego August 2009 - December 2010
Banamex June 2006 - August 2006
Skills
Bayesian statistics, Multivariate Statistics, Financial Analysis, Financial Stability, Systemic Risk, Stress Testing, Network Modeling, Matlab, LaTeX, R, VBA, MySQL, PostgreSQL, FoxPro, Java, Weka, Pentaho, IT Strategy, Process Management, SPSS, Stata, Contagion Modeling, Investment Strategies, Options Strategies, Derivatives, Entrepreneurship, Financial Accounting, Econometrics, Risk Management, Quantitative Analytics, Economics, Finance, Quantitative Finance, Financial Modeling
Education
MIT Sloan School of Management 2013 — 2014
Master of Finance
Instituto Tecnológico Autónomo de México 2007 — 2011
Bachelor of Science (BSc), Applied Mathematics
Picoco LLC January 2014 - January 2014
Banco de México March 2011 - June 2013
Instituto Tecnológico Autónomo de México June 2012 - May 2013
Intellego August 2009 - December 2010
Banamex June 2006 - August 2006
Skills
Bayesian statistics, Multivariate Statistics, Financial Analysis, Financial Stability, Systemic Risk, Stress Testing, Network Modeling, Matlab, LaTeX, R, VBA, MySQL, PostgreSQL, FoxPro, Java, Weka, Pentaho, IT Strategy, Process Management, SPSS, Stata, Contagion Modeling, Investment Strategies, Options Strategies, Derivatives, Entrepreneurship, Financial Accounting, Econometrics, Risk Management, Quantitative Analytics, Economics, Finance, Quantitative Finance, Financial Modeling
Education
MIT Sloan School of Management 2013 — 2014
Master of Finance
Instituto Tecnológico Autónomo de México 2007 — 2011
Bachelor of Science (BSc), Applied Mathematics
Matthew Strother Matthew Strother's Picoco LLC Experience 2008 - 2010
Job Executive Director of Facilities and Planning
Industry Construction
Experience
Orange Unified School District 2015 - Present
EMUHSD 2011 - April 2015
Tyco Integrated Security 2010 - 2011
Picoco LLC 2008 - 2010
Strother Construction 2003 - 2008
Merrill Lynch 2000 - 2001
Wells Fargo 1994 - 1996
The Orchard Partners 1990 - 1996
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Management, Strategic Planning, Construction, Project Planning, Budgets, Microsoft Word, Maintenance Management, Transportation, Division of the State..., Microsoft Project, AutoCAD, sketchup, OSHA Certified, FEMA Certified, FRISK
Education
University of San Diego 1998 — 2001
Bachelors in Business Administration, Business/ Marketing/ Philosophy/ Religion
Palm Desert High School 1992 — 1996
Orange Unified School District 2015 - Present
EMUHSD 2011 - April 2015
Tyco Integrated Security 2010 - 2011
Picoco LLC 2008 - 2010
Strother Construction 2003 - 2008
Merrill Lynch 2000 - 2001
Wells Fargo 1994 - 1996
The Orchard Partners 1990 - 1996
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Management, Strategic Planning, Construction, Project Planning, Budgets, Microsoft Word, Maintenance Management, Transportation, Division of the State..., Microsoft Project, AutoCAD, sketchup, OSHA Certified, FEMA Certified, FRISK
Education
University of San Diego 1998 — 2001
Bachelors in Business Administration, Business/ Marketing/ Philosophy/ Religion
Palm Desert High School 1992 — 1996
Vita Prattes Vita Prattes's Picoco LLC Experience January 2011 - April 2012
Job Marketing Coordinator at Bowermaster & Associates
Industry Insurance
Experience
Bowermaster & Associates April 2012 - June 2015
Picoco LLC January 2011 - April 2012
Rolling K. Daniel, M.D. and Beatrix Tirkanits, M.D. November 2003 - January 2011
DeanZign Designer Collections May 2009 - November 2009
Gold Coast Tours October 2007 - November 2008
Skills
Marketing, Social Media, Graphic Design, Photoshop, Event Planning, Email Marketing, Microsoft Office, PowerPoint, Microsoft Excel, QuickBooks, Research, Advertising, Illustrator, Creative Design, Writing, Customer Relations, Customer Service, Social Media Marketing, Public Relations
Education
California State University-Long Beach 2005 — 2009
BA, Consumer Science
Huntington Beach High School 1999 — 2003
High School Diploma
Bowermaster & Associates April 2012 - June 2015
Picoco LLC January 2011 - April 2012
Rolling K. Daniel, M.D. and Beatrix Tirkanits, M.D. November 2003 - January 2011
DeanZign Designer Collections May 2009 - November 2009
Gold Coast Tours October 2007 - November 2008
Skills
Marketing, Social Media, Graphic Design, Photoshop, Event Planning, Email Marketing, Microsoft Office, PowerPoint, Microsoft Excel, QuickBooks, Research, Advertising, Illustrator, Creative Design, Writing, Customer Relations, Customer Service, Social Media Marketing, Public Relations
Education
California State University-Long Beach 2005 — 2009
BA, Consumer Science
Huntington Beach High School 1999 — 2003
High School Diploma
Shannon De La Torre-Crabtree's Picoco LLC Experience December 2007 - February 2008
Job 10+ years of helping executives meet their goals and stay ahead of the curve
Industry Food & Beverages
Experience
Ready Pac Foods, Inc. July 2014 - Present
Fit Body Bootcamp January 2011 - 2014
Si TV January 2008 - 2010
Picoco LLC December 2007 - February 2008
OCTFCU March 2007 - December 2007
Acacia Research June 2004 - March 2007
Compton Unified School District August 2002 - June 2004
Insignia ESG 2002 - 2003
NBC 2000 - 2000
Fox Rochester 1998 - 2000
Skills
Social Media, Marketing, Television, Research, Microsoft Office, Editing, Event Planning, Digital Media, Strategic Planning, Advertising, Budgets, Social Media Marketing, Public Relations, Social Networking, Leadership, Copywriting
Education
Chapman University 2003 — 2005
Master of Education (M.Ed.)
St. John Fisher College 1997 — 2000
BA
Fullerton College 1995 — 1997
Associate of Arts (A.A.)
Ready Pac Foods, Inc. July 2014 - Present
Fit Body Bootcamp January 2011 - 2014
Si TV January 2008 - 2010
Picoco LLC December 2007 - February 2008
OCTFCU March 2007 - December 2007
Acacia Research June 2004 - March 2007
Compton Unified School District August 2002 - June 2004
Insignia ESG 2002 - 2003
NBC 2000 - 2000
Fox Rochester 1998 - 2000
Skills
Social Media, Marketing, Television, Research, Microsoft Office, Editing, Event Planning, Digital Media, Strategic Planning, Advertising, Budgets, Social Media Marketing, Public Relations, Social Networking, Leadership, Copywriting
Education
Chapman University 2003 — 2005
Master of Education (M.Ed.)
St. John Fisher College 1997 — 2000
BA
Fullerton College 1995 — 1997
Associate of Arts (A.A.)
Elease Humes's Picoco LLC Experience February 2013 - July 2013
Job Sales Support Coordinator
Industry Investment Management
Experience
American Funds April 2014 - Present
True American Grain July 2013 - April 2014
Picoco LLC February 2013 - July 2013
The Ruth Group, Inc. 2012 - 2013
Skadaddle Media June 2010 - August 2010
MINDBODY, Inc. 2008 - 2010
Skills
Interior Design, Custom Furniture, Social Media Marketing, Marketing, Salesforce.com, Real Estate Transactions, Event Management, Marketing Research, Software Solution Sales, Event Planning, Management, Software, Software Project..., Short Sales, Marketing Strategy, International Marketing, Project Management, Customer Service, Technical Support, Customer Satisfaction, Customer Retention, Lead Generation, Email Marketing, Sales
Education
Cal Poly San Luis Obispo 2008 — 2010
Bachelors of Science, Business, Management, Marketing, and Related Support Services
American Funds April 2014 - Present
True American Grain July 2013 - April 2014
Picoco LLC February 2013 - July 2013
The Ruth Group, Inc. 2012 - 2013
Skadaddle Media June 2010 - August 2010
MINDBODY, Inc. 2008 - 2010
Skills
Interior Design, Custom Furniture, Social Media Marketing, Marketing, Salesforce.com, Real Estate Transactions, Event Management, Marketing Research, Software Solution Sales, Event Planning, Management, Software, Software Project..., Short Sales, Marketing Strategy, International Marketing, Project Management, Customer Service, Technical Support, Customer Satisfaction, Customer Retention, Lead Generation, Email Marketing, Sales
Education
Cal Poly San Luis Obispo 2008 — 2010
Bachelors of Science, Business, Management, Marketing, and Related Support Services
Cynthia Branch's Picoco LLC Experience July 2008 - Present
Job Executive Assistant at Picoco LLC
Industry Financial Services
Experience
Picoco LLC July 2008 - Present
Century 21 January 2005 - July 2008
Deloitte & Touche June 1988 - December 2004
Skills
Real Estate, Event Planning, Microsoft Office, Social Media, Contract Negotiation, Asset Management, Property Management, Real Estate Transactions, Mergers & Acquisitions, Customer Service, Due Diligence, Process Scheduler, Licensing, Venture Capital, Financial Modeling, Social Networking, Time Management, Investment Properties, Microsoft Excel, Fundraising
Education
California State University-Fullerton
Santa Ana College
Associate of Arts (A.A.), Small Business Administration/Management, 3.9
Picoco LLC July 2008 - Present
Century 21 January 2005 - July 2008
Deloitte & Touche June 1988 - December 2004
Skills
Real Estate, Event Planning, Microsoft Office, Social Media, Contract Negotiation, Asset Management, Property Management, Real Estate Transactions, Mergers & Acquisitions, Customer Service, Due Diligence, Process Scheduler, Licensing, Venture Capital, Financial Modeling, Social Networking, Time Management, Investment Properties, Microsoft Excel, Fundraising
Education
California State University-Fullerton
Santa Ana College
Associate of Arts (A.A.), Small Business Administration/Management, 3.9
Alexis Tessier's Picoco LLC Experience October 2007 - April 2010
Job Senior Vice President at ICR
Industry Investment Management
Experience
ICR January 2015 - Present
300 North Capital, LLC June 2010 - January 2015
Picoco LLC October 2007 - April 2010
Citadel LLC June 2005 - August 2005
Millennium Management September 2002 - June 2005
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of North Carolina at Chapel Hill 1997 — 2001
AB, Philosophy, Economics
The London School of Economics and Political Science (LSE)
ICR January 2015 - Present
300 North Capital, LLC June 2010 - January 2015
Picoco LLC October 2007 - April 2010
Citadel LLC June 2005 - August 2005
Millennium Management September 2002 - June 2005
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of North Carolina at Chapel Hill 1997 — 2001
AB, Philosophy, Economics
The London School of Economics and Political Science (LSE)
Shamistra Abraham's Picoco LLC Experience January 2010 - January 2011
Job
Industry Financial Services
Experience
Minimally Invasive Heart & Lung Surgery November 2011 - Present
KIDA Kids Institute for Development & Advancement January 2011 - October 2011
Picoco LLC January 2010 - January 2011
Courtlandt Financial Group March 2007 - December 2009
Less Invasive Heart & Lung Surgery May 2002 - February 2007
Goldman Sachs June 1997 - June 1999
Education
University at Buffalo 1999 — 2001
MBA, Finance
Brown University 1991 — 1994
BSc, Math & Economics
Minimally Invasive Heart & Lung Surgery November 2011 - Present
KIDA Kids Institute for Development & Advancement January 2011 - October 2011
Picoco LLC January 2010 - January 2011
Courtlandt Financial Group March 2007 - December 2009
Less Invasive Heart & Lung Surgery May 2002 - February 2007
Goldman Sachs June 1997 - June 1999
Education
University at Buffalo 1999 — 2001
MBA, Finance
Brown University 1991 — 1994
BSc, Math & Economics
Kristen Basie Esq.'s Picoco LLC Experience August 2009 - November 2010
Job Corporate Counsel at Saratech Inc
Industry Law Practice
Experience
Saratech Inc November 2010 - Present
Picoco LLC August 2009 - November 2010
Gates, O'Doherty, Gonter and Guy LLP June 2008 - August 2009
Hanger, Steinberg, Shapiro & Ash December 2006 - May 2008
Cleary Gottlieb Steen & Hamilton LLP September 2005 - December 2005
Consumer Electronics Association June 2005 - August 2005
International Justice Mission June 2004 - August 2004
Skills
Intellectual Property, Litigation, Commercial Litigation, Civil Litigation, Corporate Law, Employment Law, Legal Research, Legal Writing, Risk Management, Westlaw
Education
Pepperdine University School of Law 2003 — 2006
Juris Doctor
Azusa Pacific University 1999 — 2003
Bachelor of Arts, Major in Art / Graphic Design, Minor in Marketing
University of Oxford 2002 — 2002
Art and International Business
Saratech Inc November 2010 - Present
Picoco LLC August 2009 - November 2010
Gates, O'Doherty, Gonter and Guy LLP June 2008 - August 2009
Hanger, Steinberg, Shapiro & Ash December 2006 - May 2008
Cleary Gottlieb Steen & Hamilton LLP September 2005 - December 2005
Consumer Electronics Association June 2005 - August 2005
International Justice Mission June 2004 - August 2004
Skills
Intellectual Property, Litigation, Commercial Litigation, Civil Litigation, Corporate Law, Employment Law, Legal Research, Legal Writing, Risk Management, Westlaw
Education
Pepperdine University School of Law 2003 — 2006
Juris Doctor
Azusa Pacific University 1999 — 2003
Bachelor of Arts, Major in Art / Graphic Design, Minor in Marketing
University of Oxford 2002 — 2002
Art and International Business
Rajan Mehtani's Picoco LLC Experience September 2013 - November 2013
Job at
Industry Hospital & Health Care
Experience
eClinicalWorks November 2014 - Present
eClinicalWorks February 2014 - November 2014
Picoco LLC September 2013 - November 2013
S&P Enterprises LLC June 2011 - August 2013
WTAS June 2006 - June 2011
Deloitte August 1998 - June 2006
Deloitte August 1998 - June 2006
Liberty Financial Companies August 1987 - August 1998
Skills
Strategic Planning, Due Diligence, Customer Service, Asset Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment, Strategic Financial..., Wealth Management, Venture Capital, Microsoft Excel, Budgets, Recruiting, Mergers & Acquisitions, Equities, Relationship Management, Hospitality, Restaurants, Strategy
Education
Hofstra University 1985 — 1986
Master of Business Administration (M.B.A.), Finance
Adelphi University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Management
eClinicalWorks November 2014 - Present
eClinicalWorks February 2014 - November 2014
Picoco LLC September 2013 - November 2013
S&P Enterprises LLC June 2011 - August 2013
WTAS June 2006 - June 2011
Deloitte August 1998 - June 2006
Deloitte August 1998 - June 2006
Liberty Financial Companies August 1987 - August 1998
Skills
Strategic Planning, Due Diligence, Customer Service, Asset Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment, Strategic Financial..., Wealth Management, Venture Capital, Microsoft Excel, Budgets, Recruiting, Mergers & Acquisitions, Equities, Relationship Management, Hospitality, Restaurants, Strategy
Education
Hofstra University 1985 — 1986
Master of Business Administration (M.B.A.), Finance
Adelphi University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Management
Carla Orozco's Picoco LLC Experience December 2008 - April 2015
Job
Industry Real Estate
Experience
Sares-Regis Group April 2015 - Present
Picoco LLC December 2008 - April 2015
RiverRock Real Estate Group October 2007 - November 2008
The Irvine Company June 2004 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Southern California
Bachelor of Science in Accounting
Sares-Regis Group April 2015 - Present
Picoco LLC December 2008 - April 2015
RiverRock Real Estate Group October 2007 - November 2008
The Irvine Company June 2004 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Southern California
Bachelor of Science in Accounting