Private Family Trust

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Private Family Trust Employees

Employee
Years
Job
Industry
TOM WIGGINS TOM WIGGINS Pasadena, California Details
TOM WIGGINS's Private Family Trust Experience 1996 - 2000
Job Test Driver / Trader / Lover of Life
Industry Automotive
Experience
KETT ENGINEERING  2007 - Present
ALTRION TRADING GROUP  2010 - 2011
MARKET TECHNICIANS ASSOCIATION  2010 - 2010
HIGH OCTANE TRADING   2004 - 2006
WIGGINS & ASSOCIATES   2000 - 2004
PRIVATE FAMILY TRUST   1996 - 2000
KFNX (North American Broadcasting Company)   1999 - 1999
FIRST AFFIRMATIVE FINANCIAL NETWORK  1994 - 1997
TITAN VALUE EQUITIES   1993 - 1994
SMITH BARNEY  1991 - 1993

Skills
Investments, Equities, Portfolio Management, Securities, Financial Modeling, Finance, Valuation, Strategic Financial..., Trading, Risk Management, Financial Services, Hedge Funds, Options, Alternative Investments, Asset Management, Series 7, Derivatives, Asset Allocation, Commodity, Equity Trading, Trading Systems, Technical Analysis, Investment Management, Investment Advisory, Financial Analysis, Analysis, Financial Advisory, ETFs, Financial Markets, Proprietary Trading, Financial Planning

Education
University of Southern California   1990 — 1991
M.S.

University of Houston   1982 — 1984
B.S.

CMT Institute

Stanford University

Jill Pirofsky Jill Pirofsky Portland, Oregon Details
Jill Pirofsky's Private Family Trust Experience August 2003 - November 2006
Job Seeking Accounts Payable Opportunities
Industry Accounting
Experience
FULL Creative  January 2015 - June 2015
FULL Creative (Voicecurve/A-CTI)   September 2009 - January 2015
A-CTI / Voicecurve (Contracted through Randstad Staffing)   May 2009 - September 2009
Private Family Trust   August 2003 - November 2006
Nike (Contracted through Adecco)   September 2002 - July 2003
tw telecom  January 2001 - December 2001
GST Telecom* Corporate Headquarters   July 1998 - December 2000
Accountants on Call  October 1997 - July 1998
Insulation Systems of Georgia   October 1994 - September 1995

Skills
Accounting, Bookkeeping, Data Entry, Customer Service, Accounts Payable, Accounts Receivable, Purchasing, Account Reconciliation, Financial Statements, QuickBooks, Microsoft Excel, Microsoft Word, Oracle, PeopleSoft, SAP, Mac, OS X, Windows, Windows 7, Microsoft Office, Cloud Computing, Telecommunications, Call Center, Invoicing, Call Centers, Account Management, Troubleshooting, Outlook, Java, Sales, Team Building, Finance, Management, Leadership, Time Management, Business Development, Banking, Direct Sales, Recruiting, Payroll, Social Networking, Strategic Planning, Social Media, PowerPoint, Analysis

Education
NCRC - National Career Readiness Certification   2015 — 2015
Gold Level Certificate ID: XWJ93HXBM92D

Everest University Online   2006 — 2011
Completed AS in Business Administration / Pursuing BS in Accounting degree

Full Sail University

Portland Community College

Lillian Yee Lillian Yee Greater Los Angeles Area Details
Lillian Yee's Private Family Trust Experience 1994 - Present
Job Chief Financial Officer at PlugnGo Electrix
Industry Accounting
Experience
Various organizations  1996 - Present
Private Family Trust   1994 - Present
Plug-n-Go Electrix   March 2011 - 2014
Salomon Brothers Inc.  1992 - 1996
Arthur Andersen and Co.  1989 - 1992

Skills
Internal Controls, General Ledger, Management, Fundraising, Financial Accounting, Financial Analysis, Managerial Finance, Risk Management, Financial Reporting, Auditing, Start-ups, Internal Audit, CPA, Finance, Financial Audits, Strategic Financial..., Financial Statements, Business Planning, Accounting, Tax, Financial Planning

Education
University of Southern California
B.S.

Washington University in St. Louis

Jake Huneycutt Jake Huneycutt Greater Atlanta Area Details
Jake Huneycutt's Private Family Trust Experience November 2009 - June 2014
Job L/S Portfolio Manager with Superior RiskAdjusted Returns
Industry Investment Management
Experience
Huneycutt Capital + Research   January 2015 - Present
Seeking Alpha  October 2008 - Present
Huneycutt Capital   August 2012 - June 2014
Private Family Trust   November 2009 - June 2014
Clifton Gunderson LLP  September 2009 - July 2010
CSC  July 2008 - July 2009

Skills
Valuation, Private Equity, Investments, Portfolio Management, Corporate Finance, Hedge Funds, Equities, Alternative Investments, Asset Management, Finance, Financial Modeling, Financial Analysis, Venture Capital, Economics, Investment Management, Analysis, Managerial Finance, Capital Markets, Securities, Options, Asset Allocation, Global Macro, Equity Research, Value Investing, Financial Statement..., Due Diligence, Investment Strategies, Derivatives, Fundamental Analysis, Cash Flow Forecasting, Public Speaking

Education
Emory University - Goizueta Business School   2010 — 2012
MBA, Finance / Alternative Investments

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2008
MAC, Accounting

East Tennessee State University
BA, History, Political Science, 3.81

Linda Mauzy, CFA Linda Mauzy, CFA Greater Seattle Area Details
Linda Mauzy, CFA's Private Family Trust Experience 2001 - August 2009
Job Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  November 2013 - Present
Mauzy Digital Media   2001 - Present
Key Private Bank  August 2009 - October 2013
Private Family Trust   2001 - August 2009
Tamarac Inc.  2000 - 2001
Parametric  1992 - 1999
GW Capital, Inc   1991 - 1992
Parametric  1988 - 1991
Composite Research and Management   1986 - 1989

Skills
Portfolio Management, Quantitative Analysis, Asset Allocation, Alternative Investments, Investments, Private Wealth..., Institutional Clients, Equities, Fixed Income, Leadership Development, Mutual Funds, Asset Managment, Equity Research, Wealth Management..., Hedge Funds, Finance, Bonds, Asset Management, Financial Modeling, High Net Worth..., ETFs, Investment Management, Quantitative Analytics, Institutional...

Education
University of California, Santa Barbara   1985 — 1986
Masters, Economics

Humboldt State University   1978 — 1983
Bachelors, Chemistry

Fuller Theological Seminary   2006 — 2008
Theology

Liza Zeigler-Roman Liza Zeigler-Roman Chicago, Illinois Details
Liza Zeigler-Roman's Private Family Trust Experience October 2013 - Present
Job Private Trust Accountant (Family Trust)
Industry Accounting
Experience
Private Family Trust   October 2013 - Present
Rothman & Lewis PC   January 2009 - Present
KPMG  April 2002 - September 2008

Skills
Corporate FP&A, Real Estate, CPA, Trusts, SEC filings

Education
University of Illinois at Urbana-Champaign   2003 — 2004
Master of Science (MS), Accounting

University of Illinois at Urbana-Champaign   1996 — 2000
Bachelor of Science (BS), Accounting

Mary Hoskins Mary Hoskins San Francisco Bay Area Details
Mary Hoskins's Private Family Trust Experience December 2001 - Present
Job Director at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management  May 2014 - Present
Independent Consultant  2004 - Present
Private Family Trust   December 2001 - Present
Educational Foundation of Orinda   April 2012 - Present
Mellon Capital Management  2002 - 2004
various  1999 - 2002
The Quaker Oats Company  1993 - 1998
The University of Chicago Booth School of Business  August 1997 - December 1997
Sears, Roebuck and Co.   1989 - 1993

Skills
Investment Strategies, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Competitive Analysis, Capital Markets, Marketing Communications, Fixed Income/Bonds, Conference Speaking, Content Management, Equity Research, Investor Relations, Mentoring, Wealth Management

Education
The University of Chicago - Booth School of Business
MBA

London School of Economics and Political Science
MSc

University of Illinois at Urbana-Champaign
BA

Coletta Teske Coletta Teske Tampa/St. Petersburg, Florida Area Details
Coletta Teske's Private Family Trust Experience 2005 - Present
Job Corporate Communications and Training Consultant
Industry Management Consulting
Experience
Private family trust   2005 - Present
Print and online publications   2003 - Present
Consulting and publishing contracts   1984 - 2011

Skills
Technical Writing, Publishing, Journalism, Web Content, Graphic Design, Photography, Book Reviews, Editing, Proofreading, Blogging, Research, Magazines, Publications, Digital Photography, Social Networking, Non-fiction, Mixed Media, Creative Writing, Art, Sculpture, Studio Art, Contemporary Art, Social Media, Writing, Published Author, Newsletters, Microsoft Office, SEO, Newspapers

Education
Central Washington University   1978 — 1982
Bachelor's Degree, Business Administration and Management, General, and Economics

University of Washington   1988 — 1992
Adult and Continuing Education, night and weekend classes

Connie L. Humphrey, BA Connie L. Humphrey, BA San Francisco Bay Area Details
Connie L. Humphrey, BA's Private Family Trust Experience January 2003 - January 2012
Job Administrative / Accounting Assistant
Industry Executive Office
Experience
Silveira Ranches   January 2014 - Present
Marin County Department of Human Resources   February 2012 - September 2013
Private Family Trust   January 2003 - January 2012
Novato Chiropractic Care   January 1992 - December 2002

Skills
Accounting, Bookkeeping, Accounts Receivable, Accounts Payable, Invoicing, Spreadsheets, Data Entry, Payroll, QuickBooks, Microsoft Office, Microsoft Excel, Access, PowerPoint, Management, Teaching, Training, Research, Editing, Event Planning, Community Outreach

Education
University of California, Berkeley   2014 — 2015
Accounting Certificate

College of Marin   1991 — 2014
General Education, 3.80 GPA

Marin County Office of Education   2005 — 2008
Business Office Technology

Dominican University of California   1989 — 1991
B.A., Movement Education, 3.98 GPA

Anne Wickers Savin Anne Wickers Savin Washington, District Of Columbia Details
Anne Wickers Savin's Private Family Trust Experience April 2007 - Present
Job Criminal Law Operations Officer at The Office of the Judge Advocate General
Industry Military
Experience
The Office of the Judge Advocate General, U.S. Army   August 2015 - Present
Private family trust   April 2007 - Present
U.S. Army Maneuver Center of Excellence   July 2013 - July 2015
2d Brigade Combat Team, 82d Airborne Division, United States Army   July 2012 - June 2013
CJTF-82, Regional Command (South), International Security Assistance Force, United States Army   September 2011 - July 2012
Office of the Staff Judge Advocate, 82d Airborne Division, United States Army   September 2010 - September 2011
The Free Clinic of Transylvania County   August 2009 - August 2010
U.S. Army JAG Corps, Reserve Component   December 2008 - August 2010
Jones Day  July 2004 - June 2006
Pillsbury Winthrop  June 2001 - June 2004

Skills
Administrative Law, Trials, Military Justice, Contract Law, Fiscal Policy, Legal Writing, Litigation, Legal Research, Civil Litigation, Commercial Litigation, Appeals, Courts, Criminal Law, Legal Advice, Public Speaking, International Law

Education
University of Chicago Law School   1998 — 2001
J.D.

University of California, Berkeley   1992 — 1996
B.A., Political Science