Private Family Trust
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Private Family Trust Employees
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
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
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
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
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
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
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
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
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
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