Presidio Financial Partners
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Presidio Financial Partners Employees
Employee
Years
Job
Industry
Rodney J. Clark Rodney J. Clark's Presidio Financial Partners Experience 2008 - 2011
Job Aspect Consumer Partners / Maher Advisors
Industry Investment Banking
Experience
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Bob Angus Bob Angus's Presidio Financial Partners Experience April 2007 - December 2009
Job Partner Four Blue Palms
Industry Consumer Goods
Experience
FOUR BLUE PALMS, INC June 2011 - Present
RMA Strategy December 2009 - Present
Presidio Financial Partners April 2007 - December 2009
Boden Furnishings March 2005 - December 2009
A&R Partners 2000 - 2006
Richemont 2004 - 2005
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance/Entrepreneurship
University of California, Berkeley 2000 — 2001
Continuing Studies, International Business Certificate
Università di Bologna 1997 — 1998
History & Italian Culture
University of California, Los Angeles 1994 — 1998
BA, Cum Laude, History & Italian
FOUR BLUE PALMS, INC June 2011 - Present
RMA Strategy December 2009 - Present
Presidio Financial Partners April 2007 - December 2009
Boden Furnishings March 2005 - December 2009
A&R Partners 2000 - 2006
Richemont 2004 - 2005
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance/Entrepreneurship
University of California, Berkeley 2000 — 2001
Continuing Studies, International Business Certificate
Università di Bologna 1997 — 1998
History & Italian Culture
University of California, Los Angeles 1994 — 1998
BA, Cum Laude, History & Italian
David Stern David Stern's Presidio Financial Partners Experience 2002 - 2003
Job Venture Capital | Corporate Development | Strategic Partnerships | Business & Strategic Acumen
Industry Financial Services
Experience
Motion Technology Partners (@ Sutter Health) February 2014 - Present
Auction.com August 2013 - January 2014
Clearstone Venture Partners September 2005 - October 2013
the Rubicon Project 2008 - September 2013
Techstars February 2013 - June 2013
Apture 2009 - November 2011
M Networks 2003 - September 2005
Presidio Financial Partners 2002 - 2003
Model N (Veranto) 2000 - 2001
idealab! Operating Companies 1999 - 2000
Skills
Venture Capital, Start-ups, Strategic Partnerships, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Digital Media, Business Development, Online Advertising, Business Strategy, Mobile Applications, Investments, Mergers, Angel Investing, Mobile Devices, Acquisitions, Management, E-commerce, Consumer Products, Fundraising, Wearable Computing, Strategy, Leadership, SaaS, Finance, Venture Financing, Go-to-market Strategy, Competitive Analysis, Due Diligence, Innovation Development
Education
Cornell University 1987 — 1991
BA, Government
University of San Diego School of Law 1993 — 1996
JD, Law
Mercer Island High School 1983 — 1987
Motion Technology Partners (@ Sutter Health) February 2014 - Present
Auction.com August 2013 - January 2014
Clearstone Venture Partners September 2005 - October 2013
the Rubicon Project 2008 - September 2013
Techstars February 2013 - June 2013
Apture 2009 - November 2011
M Networks 2003 - September 2005
Presidio Financial Partners 2002 - 2003
Model N (Veranto) 2000 - 2001
idealab! Operating Companies 1999 - 2000
Skills
Venture Capital, Start-ups, Strategic Partnerships, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Digital Media, Business Development, Online Advertising, Business Strategy, Mobile Applications, Investments, Mergers, Angel Investing, Mobile Devices, Acquisitions, Management, E-commerce, Consumer Products, Fundraising, Wearable Computing, Strategy, Leadership, SaaS, Finance, Venture Financing, Go-to-market Strategy, Competitive Analysis, Due Diligence, Innovation Development
Education
Cornell University 1987 — 1991
BA, Government
University of San Diego School of Law 1993 — 1996
JD, Law
Mercer Island High School 1983 — 1987
Kay Nicholson Kay Nicholson's Presidio Financial Partners Experience July 2006 - January 2007
Job
Industry Investment Management
Experience
Makena Capital Management, LLC May 2015 - Present
Bingham, Osborn & Scarborough LLC March 2007 - February 2015
Presidio Financial Partners July 2006 - January 2007
Santa Barbara Asset Management, LLC December 2002 - July 2006
PlanMember Financial Corporation October 1997 - November 2002
Skills
Management, Investments, Wealth Management, Marketing, Project Management, Strategic Planning, Portfolio Management, Business Development, Analysis, Training, Entrepreneurship, Budgets, Business Process Design, Operations Management, Vendor Management, Requirements Analysis, Scalability, Cross-functional Team..., Organizational..., Business Process..., Training & Development, Internal Control..., Due Diligence, Change Management
Education
University of California, Santa Cruz 2012 — 2014
Certificate
Santa Clara University - Leavey School of Business 2007 — 2010
MBA
Fundação Dom Cabral 2009 — 2009
Certificate of Study
The Business School of Sao Paulo 2009 — 2009
Certificate of Study
University of California, Santa Barbara 2003 — 2006
BA
Makena Capital Management, LLC May 2015 - Present
Bingham, Osborn & Scarborough LLC March 2007 - February 2015
Presidio Financial Partners July 2006 - January 2007
Santa Barbara Asset Management, LLC December 2002 - July 2006
PlanMember Financial Corporation October 1997 - November 2002
Skills
Management, Investments, Wealth Management, Marketing, Project Management, Strategic Planning, Portfolio Management, Business Development, Analysis, Training, Entrepreneurship, Budgets, Business Process Design, Operations Management, Vendor Management, Requirements Analysis, Scalability, Cross-functional Team..., Organizational..., Business Process..., Training & Development, Internal Control..., Due Diligence, Change Management
Education
University of California, Santa Cruz 2012 — 2014
Certificate
Santa Clara University - Leavey School of Business 2007 — 2010
MBA
Fundação Dom Cabral 2009 — 2009
Certificate of Study
The Business School of Sao Paulo 2009 — 2009
Certificate of Study
University of California, Santa Barbara 2003 — 2006
BA
Annemarie Nicoll Annemarie Nicoll's Presidio Financial Partners Experience 1997 - 1998
Job Product Manager
Industry Computer Software
Experience
Sungevity January 2011 - May 2012
BlackRock April 2007 - January 2011
Novartis (formerly Chiron) January 2005 - October 2006
QuinStreet March 2003 - May 2004
Ask Jeeves Inc. May 1999 - August 2002
Presidio Financial Partners 1997 - 1998
Skills
CRM, Product Management, Enterprise Software, Cross-functional Team..., Business Analysis, Project Management, Management, Analytics, Process Improvement, Requirements Analysis, Quality Assurance, Mobile Devices
Education
State University of New York at Buffalo
B.A., English Language and Literature/Letters
Sungevity January 2011 - May 2012
BlackRock April 2007 - January 2011
Novartis (formerly Chiron) January 2005 - October 2006
QuinStreet March 2003 - May 2004
Ask Jeeves Inc. May 1999 - August 2002
Presidio Financial Partners 1997 - 1998
Skills
CRM, Product Management, Enterprise Software, Cross-functional Team..., Business Analysis, Project Management, Management, Analytics, Process Improvement, Requirements Analysis, Quality Assurance, Mobile Devices
Education
State University of New York at Buffalo
B.A., English Language and Literature/Letters
Regan Scovic Regan Scovic's Presidio Financial Partners Experience February 2005 - December 2006
Job
Industry Online Media
Experience
Google June 2013 - February 2015
Google January 2011 - June 2013
Google December 2006 - January 2011
Presidio Financial Partners February 2005 - December 2006
Skills
Sales, Mobile Advertising, Ad Serving, Monetization, Digital Strategy, Digital Media, DoubleClick, Display Advertising, Online Advertising, Ad Exchanges, Account Management, Behavioral Targeting, Ad Networks, Client Development, Digital Marketing
Education
University of Oregon 1994 — 1998
BA, Spanish, Political Science
Google June 2013 - February 2015
Google January 2011 - June 2013
Google December 2006 - January 2011
Presidio Financial Partners February 2005 - December 2006
Skills
Sales, Mobile Advertising, Ad Serving, Monetization, Digital Strategy, Digital Media, DoubleClick, Display Advertising, Online Advertising, Ad Exchanges, Account Management, Behavioral Targeting, Ad Networks, Client Development, Digital Marketing
Education
University of Oregon 1994 — 1998
BA, Spanish, Political Science
Cary Stein's Presidio Financial Partners Experience 2003 - 2005
Job Operations Coordinator at TWP Wealth Mgmt S.F.
Industry Financial Services
Experience
TWP Wealth Mgmt S.F. August 2005 - Present
Thomas Weisel Partners 2005 - 2014
Thomas Weisel Partners 2005 - December 2010
Presidio Financial Partners 2003 - 2005
BofA,Montgomery,BofA Sec. March 1993 - March 2003
Quick & Reilly January 1980 - February 1993
Skills
Series 7, Leadership, Equities, Securities, Series 63, Capital Markets, Fixed Income, Hedge Funds, FINRA, Alternative Investments, Bloomberg, Risk Management, Series 24, Due Diligence, Equity Trading, Investment Banking, Middle Office, Wealth Management, Options, Portfolio Management, Prime Brokerage, Trading Systems, Financial Services, Electronic Trading, Mutual Funds, Investments, Asset Management, Trading, Asset Allocation, Private Equity, Derivatives, Corporate Actions, Equity Derivatives, Bonds, Securities Lending, Back Office, Financial Markets, Operational Risk, Valuation, ETFs, Investment Advisory, FX Options, Fund Of Funds, Account Reconciliation, Financial Modeling, Equity Research, Funding, Venture Capital, Corporate Finance, Investment Strategies
Education
City University of New York-Brooklyn College 1972 — 1976
samuel j tilden 1968 — 1972
academic, academic
TWP Wealth Mgmt S.F. August 2005 - Present
Thomas Weisel Partners 2005 - 2014
Thomas Weisel Partners 2005 - December 2010
Presidio Financial Partners 2003 - 2005
BofA,Montgomery,BofA Sec. March 1993 - March 2003
Quick & Reilly January 1980 - February 1993
Skills
Series 7, Leadership, Equities, Securities, Series 63, Capital Markets, Fixed Income, Hedge Funds, FINRA, Alternative Investments, Bloomberg, Risk Management, Series 24, Due Diligence, Equity Trading, Investment Banking, Middle Office, Wealth Management, Options, Portfolio Management, Prime Brokerage, Trading Systems, Financial Services, Electronic Trading, Mutual Funds, Investments, Asset Management, Trading, Asset Allocation, Private Equity, Derivatives, Corporate Actions, Equity Derivatives, Bonds, Securities Lending, Back Office, Financial Markets, Operational Risk, Valuation, ETFs, Investment Advisory, FX Options, Fund Of Funds, Account Reconciliation, Financial Modeling, Equity Research, Funding, Venture Capital, Corporate Finance, Investment Strategies
Education
City University of New York-Brooklyn College 1972 — 1976
samuel j tilden 1968 — 1972
academic, academic
Michael Ouchida's Presidio Financial Partners Experience 2004 - 2004
Job Software Developer
Industry Computer Software
Experience
GHR Systems 2005 - 2006
Stone & Youngberg 2005 - 2005
Presidio Financial Partners 2004 - 2004
Education
University of California, San Diego 1999 — 2003
GHR Systems 2005 - 2006
Stone & Youngberg 2005 - 2005
Presidio Financial Partners 2004 - 2004
Education
University of California, San Diego 1999 — 2003
Bill Price's Presidio Financial Partners Experience 2008 - 2011
Job Investor
Industry Financial Services
Experience
Classic Wines, LLC July 2009 - Present
Buccella Wines January 2009 - Present
Common Sense Media May 2008 - Present
Kistler Vineyards January 2008 - Present
VinCraft January 2008 - Present
Gladstone Institutes January 2007 - Present
Three Sticks Winery February 2003 - Present
Durell Vineyards January 1997 - Present
Kealoha Yacht 2006 - 2013
Presidio Financial Partners 2008 - 2011
Skills
Investments, Management Consulting, Team Building, Venture Capital, Private Equity, Entrepreneurship, Business Strategy, Start-ups, Mergers, Corporate Development, Strategic Planning, Due Diligence, Investment Banking, Financial Modeling, Valuation, Mergers & Acquisitions, Executive Management, Investor Relations, Finance, Management
Education
Stanford University 1974 — 1978
ba, Poly Sci, Econ
Punahou School 1972 — 1974
Classic Wines, LLC July 2009 - Present
Buccella Wines January 2009 - Present
Common Sense Media May 2008 - Present
Kistler Vineyards January 2008 - Present
VinCraft January 2008 - Present
Gladstone Institutes January 2007 - Present
Three Sticks Winery February 2003 - Present
Durell Vineyards January 1997 - Present
Kealoha Yacht 2006 - 2013
Presidio Financial Partners 2008 - 2011
Skills
Investments, Management Consulting, Team Building, Venture Capital, Private Equity, Entrepreneurship, Business Strategy, Start-ups, Mergers, Corporate Development, Strategic Planning, Due Diligence, Investment Banking, Financial Modeling, Valuation, Mergers & Acquisitions, Executive Management, Investor Relations, Finance, Management
Education
Stanford University 1974 — 1978
ba, Poly Sci, Econ
Punahou School 1972 — 1974
Brett Longfield's Presidio Financial Partners Experience 2003 - 2006
Job Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC August 2012 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley June 2006 - October 2009
Morgan Stanley 2005 - 2006
Presidio Financial Partners 2003 - 2006
C.E. Unterberg, Towbin 2001 - 2003
Montgomery Securities 1997 - 2000
Education
University of Southern California 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
Redwood High School 1989 — 1993
diploma
JPMorgan Securities LLC August 2012 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Morgan Stanley Smith Barney October 2009 - January 2011
Morgan Stanley June 2006 - October 2009
Morgan Stanley 2005 - 2006
Presidio Financial Partners 2003 - 2006
C.E. Unterberg, Towbin 2001 - 2003
Montgomery Securities 1997 - 2000
Education
University of Southern California 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
Redwood High School 1989 — 1993
diploma
Annie Sibersky's Presidio Financial Partners Experience January 2009 - September 2010
Job Accounting Manager at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC December 2013 - Present
The Presidio Group LLC December 2012 - December 2013
The Presidio Group LLC September 2010 - December 2012
Presidio Financial Partners January 2009 - September 2010
Presidio Financial Partners November 2005 - January 2009
Santa Barbara Asset Management June 2004 - September 2005
Skills
Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Data Analysis, Financial Modeling, Microsoft Excel, Payroll, Financial Reporting, Process Improvement, Administrative..., Marketing, Strategic Planning, Investments, Securities, Business Strategy, Microsoft Word, Event Management, Facebook, Customer Service, Time Management, Social Media, Event Planning, Public Speaking, Budgets, Asset Managment, Market Research, Financial Analysis, Forecasting, Research, Outlook, Bloomberg, Fundraising, Fixed Income, Equities, Valuation, Accounting, Investment Banking, Corporate Finance, Finance, Financial Accounting, Asset Management, Salesforce.com, Due Diligence, Mutual Funds, Financial Services, Account Reconciliation, Invoicing, General Ledger
Education
University of California, Santa Barbara 2002 — 2004
BA, Sociology
University of California, Irvine 2000 — 2002
Sociology
Academy of Art University 2007 — 2008
Interior Architecture and Design
University High School 1996 — 2000
The Presidio Group LLC December 2013 - Present
The Presidio Group LLC December 2012 - December 2013
The Presidio Group LLC September 2010 - December 2012
Presidio Financial Partners January 2009 - September 2010
Presidio Financial Partners November 2005 - January 2009
Santa Barbara Asset Management June 2004 - September 2005
Skills
Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Data Analysis, Financial Modeling, Microsoft Excel, Payroll, Financial Reporting, Process Improvement, Administrative..., Marketing, Strategic Planning, Investments, Securities, Business Strategy, Microsoft Word, Event Management, Facebook, Customer Service, Time Management, Social Media, Event Planning, Public Speaking, Budgets, Asset Managment, Market Research, Financial Analysis, Forecasting, Research, Outlook, Bloomberg, Fundraising, Fixed Income, Equities, Valuation, Accounting, Investment Banking, Corporate Finance, Finance, Financial Accounting, Asset Management, Salesforce.com, Due Diligence, Mutual Funds, Financial Services, Account Reconciliation, Invoicing, General Ledger
Education
University of California, Santa Barbara 2002 — 2004
BA, Sociology
University of California, Irvine 2000 — 2002
Sociology
Academy of Art University 2007 — 2008
Interior Architecture and Design
University High School 1996 — 2000
James Ie's Presidio Financial Partners Experience June 2007 - August 2007
Job Small Business Investor
Industry Venture Capital & Private Equity
Experience
Buttercup Bake Shop November 2012 - June 2014
The UPS Store September 2010 - October 2012
Cartridge World July 2009 - April 2010
The Presidio Group LLC April 2008 - February 2009
UCSD Department of Economics March 2007 - March 2008
Presidio Financial Partners June 2007 - August 2007
Skills
Private Equity, Due Diligence, Financial Analysis, Financial Modeling, Entrepreneurship, Business Strategy, Strategic Planning, Valuation, Small Business, Business Planning, Start-ups, Investments, Executive Management, Corporate Finance
Education
University of California, San Diego 2005 — 2008
B.S., Management Science
Buttercup Bake Shop November 2012 - June 2014
The UPS Store September 2010 - October 2012
Cartridge World July 2009 - April 2010
The Presidio Group LLC April 2008 - February 2009
UCSD Department of Economics March 2007 - March 2008
Presidio Financial Partners June 2007 - August 2007
Skills
Private Equity, Due Diligence, Financial Analysis, Financial Modeling, Entrepreneurship, Business Strategy, Strategic Planning, Valuation, Small Business, Business Planning, Start-ups, Investments, Executive Management, Corporate Finance
Education
University of California, San Diego 2005 — 2008
B.S., Management Science
Revell Horsey's Presidio Financial Partners Experience 2005 - 2006
Job FinTech and Financial Services Executive Leadership
Industry Internet
Experience
Aquicore October 2014 - Present
Codesters January 2014 - Present
FundWell March 2013 - July 2015
reSET, the Social Enterprise Trust May 2014 - September 2014
HelloWallet (acquired by Morningstar in May 2014) 2008 - May 2014
HelloWallet August 2009 - March 2013
Full Circle Fund 2005 - 2008
Sports4Kids/Playworks 2006 - 2007
Presidio Financial Partners 2005 - 2006
Bank of America January 1996 - January 2003
Skills
Business Planning, Start-ups, Financial Analysis, Financial Modeling, Strategy, Project Management, Investment Banking, Equity Research, Product Marketing, Recruiting, Online Marketing, Product Management, Employee Benefits, Financial Services, Marketing Strategy, Research, Mergers, Strategic Financial..., Small Business, Equities, Marketing, Investments, Policy, Finance, Management Consulting, Enterprise Software, Entrepreneurship, Cloud Computing, Analytics, Business Strategy, Management, Venture Capital, Mobile Applications, Corporate Development, SaaS, Leadership, Product Development, Strategic Planning, Business Development, Financial Markets, Strategic Partnerships, Credit, Corporate Governance, Strategic Communications, Program Management, New Business Development, Process Improvement, E-commerce, Private Equity, Mergers & Acquisitions
Education
Dartmouth College 1980 — 1984
BA, Government and French
Loomis Chaffee 1975 — 1979
Aquicore October 2014 - Present
Codesters January 2014 - Present
FundWell March 2013 - July 2015
reSET, the Social Enterprise Trust May 2014 - September 2014
HelloWallet (acquired by Morningstar in May 2014) 2008 - May 2014
HelloWallet August 2009 - March 2013
Full Circle Fund 2005 - 2008
Sports4Kids/Playworks 2006 - 2007
Presidio Financial Partners 2005 - 2006
Bank of America January 1996 - January 2003
Skills
Business Planning, Start-ups, Financial Analysis, Financial Modeling, Strategy, Project Management, Investment Banking, Equity Research, Product Marketing, Recruiting, Online Marketing, Product Management, Employee Benefits, Financial Services, Marketing Strategy, Research, Mergers, Strategic Financial..., Small Business, Equities, Marketing, Investments, Policy, Finance, Management Consulting, Enterprise Software, Entrepreneurship, Cloud Computing, Analytics, Business Strategy, Management, Venture Capital, Mobile Applications, Corporate Development, SaaS, Leadership, Product Development, Strategic Planning, Business Development, Financial Markets, Strategic Partnerships, Credit, Corporate Governance, Strategic Communications, Program Management, New Business Development, Process Improvement, E-commerce, Private Equity, Mergers & Acquisitions
Education
Dartmouth College 1980 — 1984
BA, Government and French
Loomis Chaffee 1975 — 1979
Gita Ghafuri's Presidio Financial Partners Experience November 2005 - February 2006
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Merrill Edge, Bank of America Merrill Lynch August 2011 - December 2013
AXA Advisors November 2010 - June 2011
Pershing LLC, Bank of New York Mellon November 2006 - February 2009
Moors & Cabot July 2006 - November 2006
Presidio Financial Partners November 2005 - February 2006
Oppenheimer & Co. November 2002 - October 2005
Wachovia Securities, LLC May 2001 - May 2002
Robertson Stephens April 1999 - April 2001
Skills
Investments, Series 7, Financial Services, Equities, Asset Management, Series 63, Strategic Financial..., Estate Planning, Financial Advisory, Investment Strategies, Asset Allocation, Risk Management, Insurance, Finance, Alternative Investments, Strategy, Mutual Funds, Wealth Management, Institutional Sales, Account Management, Relationship Management, Corporate Training, Retirement Planning, Investment Advisory, Wealth Management..., Portfolio Management, Securities, Banking, New Business Development, Sales Presentations, FINRA, Sales Management, Retirement, Financial Markets, Sales Process, Financial Planning
Education
Golden Gate University
MBA, Finance
University of Hamburg
BS / Vordiplom, Business Administration
TIAA-CREF September 2014 - Present
Merrill Edge, Bank of America Merrill Lynch August 2011 - December 2013
AXA Advisors November 2010 - June 2011
Pershing LLC, Bank of New York Mellon November 2006 - February 2009
Moors & Cabot July 2006 - November 2006
Presidio Financial Partners November 2005 - February 2006
Oppenheimer & Co. November 2002 - October 2005
Wachovia Securities, LLC May 2001 - May 2002
Robertson Stephens April 1999 - April 2001
Skills
Investments, Series 7, Financial Services, Equities, Asset Management, Series 63, Strategic Financial..., Estate Planning, Financial Advisory, Investment Strategies, Asset Allocation, Risk Management, Insurance, Finance, Alternative Investments, Strategy, Mutual Funds, Wealth Management, Institutional Sales, Account Management, Relationship Management, Corporate Training, Retirement Planning, Investment Advisory, Wealth Management..., Portfolio Management, Securities, Banking, New Business Development, Sales Presentations, FINRA, Sales Management, Retirement, Financial Markets, Sales Process, Financial Planning
Education
Golden Gate University
MBA, Finance
University of Hamburg
BS / Vordiplom, Business Administration