Progressive Asset Management
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Progressive Asset Management Employees
First Republic Investment Management November 2010 - Present
Progressive Asset Management June 2009 - November 2010
Samasource March 2009 - April 2010
Business for Social Responsibility December 2008 - February 2009
Skills
Social Enterprise, Corporate Social..., Microfinance, Non-profits, Social Entrepreneurship, Research, Project Management
Education
University of California, Berkeley 2000 — 2004
B.A. Political Economy of Industrial Societies, Spanish & Portuguese
University of California, Berkeley Extension 2010 — 2012
Certificate in Personal Financial Planning
Series 7 & 66 Licenses
Cornerstone Capital Inc. February 2014 - Present
UBS Institutional Consulting July 2008 - February 2014
Progressive Asset Management February 2004 - July 2008
Wachovia Securities March 1996 - January 2004
Smith Barney November 1992 - February 1996
Education
University of California, Santa Cruz 1983 — 1986
BA, Philosophy, Legal Studies
The Taft School 1976 — 1981
HS
Federal Street Advisors November 2013 - Present
Green Century Capital Management November 2011 - November 2013
Progressive Asset Management November 2010 - November 2011
Merrill Lynch September 2009 - December 2009
Education
Flagler College 2006 — 2010
Bachelor of Art, Major: Accounting. Minors: Finance, Business, Religion
University of Massachusetts Dartmouth 2011 — 2011
Post Baccalaureate Certificate in Sustainable Development
Interactive Data March 2011 - Present
Progressive Asset Management March 2010 - March 2011
Citi Hedge Fund Services February 2007 - December 2009
Pershing May 2004 - February 2007
Skills
Hedge Funds, Mutual Funds, Financial Services, Investments, Portfolio Management, ETFs, Securities, Fixed Income, Equities, Bloomberg, Financial Markets, Investment Strategies, Financial Analysis, Corporate Actions, Trading
Education
University of Delaware
BS, Political Science
SOL Economics 2011 - Present
Christopher Reynolds Foundation July 2008 - Present
Forum EMPRESA January 1998 - Present
Instiuto Ethos January 1997 - Present
Progressive Asset Management August 1987 - Present
Progressive Asset Management January 1987 - December 2008
La Peña Cultural Center 1975 - 1980
Education
1984 — 1986
MBA
1966 — 1970
BA, International Affairs
Universidad de Chile
Fulbright Scholar
Progressive Asset Management, Inc. December 2012 - Present
Camejo Group October 2009 - Present
Progressive Asset Management 1987 - November 2012
Portfolio Resources Group Inc April 2008 - 2011
Financial West Group August 1999 - April 2008
Skills
Socially Responsible..., Investments, Portfolio Management, Series 7, Securities, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Financial Advisory, Investment Strategies, Mutual Funds, Alternative Investments, Finance, FINRA
Education
St. Mary's College of California
BA, Liberal Arts
Willow Grove Advisors, LLC December 2008 - Present
ProVisors 2011 - 2015
ProVisors 2011 - 2015
Contango Capital Advisors October 2005 - November 2008
Hewins Financial Advisors July 2004 - September 2005
Deloitte & Touche July 1999 - September 2003
Pacific Environment 1998 - 2003
As You Sow Foundation 1995 - 2003
Progress Investment Management June 1997 - September 1999
Progressive Asset Management April 1995 - June 1997
Skills
Socially Responsible..., Investment Management, Investment Strategies, Financial Services, Financial Advisory, Wealth Management, Investments, Finance, Mergers & Acquisitions, Asset Managment, Trading, Fixed Income, Entrepreneurship, Investment Advisory, Portfolio Management, Leadership, Wealth Management..., Valuation, Strategic Planning, Venture Capital, Strategy, Tax, Hedge Funds, Asset Allocation, High Net Worth..., Sales, Equities, Strategic Financial..., Financial Modeling, Accounting, Alternative Investments, Private Equity, Wealth, Securities, Mutual Funds, Emerging Markets, Due Diligence, Investment Banking, Equity Research, Investor Relations, Corporate Development, Capital Markets, Funding
Education
Harvard Business School 1985 — 1987
MBA, Management and Finance
University of Nebraska at Omaha 1979 — 1982
BSBA, Marketing, Management, Math, Political Science
Small Business Consulting 1995 - Present
Progressive Asset Management 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Public Speaking, Personal Training, Manufacturing, Entrepreneurship, Financial Analysis, Project Management, Event Planning, Management, Managerial Finance, Finance, Market Research, Strategic Planning, Analysis
Education
Cornell University
BS
Stanford University
MS
Fifth Third Bank June 2011 - Present
Progressive Asset Management July 2008 - September 2011
Capital Investment Group of Tampa, Inc January 2007 - June 2008
Skills
Underwriting, Credit, Finance, Loan Origination, Mortgage Lending, Loans, Mortgage Banking, Financial Analysis, Microsoft Office, Refinance, FHA, Consumer Lending
Education
Michigan State University 1998 — 2000
BA, Music Education & Performance
As You Sow 2002 - Present
Philanthropic & Social Investment Consulting, Piper Jaffray Inc. 1997 - 2002
Progressive Asset Management 1992 - 1997
Investor Responsibility Research Center 1990 - 1992
Chemical Week (now IHS Chemical Week) 1987 - 1990
BNA Inc. (now Bloomberg BNA) 1983 - 1987
Skills
Corporate Social..., Sustainability, Environmental, Sustainable Business, Sustainability Reporting, Sustainability..., Climate Change, Research, Non-profits, Public Speaking, Renewable Energy, Community Outreach, Stakeholder Engagement, Environmental Policy, Strategic Planning, Sustainable Development, Program Management, Public Relations, Environmental Awareness, Recycling, Public Policy, Environmental Issues, Nonprofits
Education
American University 1980 — 1981
M.A., Journalism and Public Affairs
New College of Florida 1973 — 1977
Humanities, Journalism
Cambridge Investment Research, Inc. June 2015 - Present
Progressive Asset Management April 2003 - June 2015
Financial West Group, Inc April 2003 - June 2015
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Financial Planning, Asset Allocation, Investments, Public Speaking, Wealth Management, Investment Strategies, Securities
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master’s Degree, Marketing, Public and Non-Profit Management
Colorado College 1976 — 1980
Bachelor’s Degree, Political Science
Ironshore Insurance February 2012 - Present
Next Step Living, Inc August 2011 - January 2012
Center for Marketing and Research, University of Massachusetts Dartmouth September 2010 - December 2010
Progressive Asset Management June 2010 - August 2010
Lexington Insurance Company, AIG December 2007 - January 2009
Shaker hills Golf Course May 2005 - August 2007
Skills
BPI Certified..., Salesforce.com, Excel, Microsoft Office, Research, Event Management, Promotions, Sustainability, Public Speaking, Strategic Planning, Analysis, Data Analysis, Business Strategy, Microsoft Excel, Time Management, Process Improvement, Customer Service
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's, Marketing, Sustainability
University of Massachusetts Dartmouth 2007 — 2011
Bachelors of Science, Marketing and Sustainability
Littleton High 2004 — 2007
US HEALTHWORKS, A Dignity Health Member October 2012 - February 2015
STANLEY BLACK & DECKER March 2008 - September 2012
STUART MILBERG, CPA April 2004 - March 2008
PROGRESSIVE ASSET MANAGEMENT February 2003 - April 2004
YOUNG ELECTRONICS November 1998 - March 2003
Skills
Financial Planning, Financial Analysis, Compliance Management, Financial Reporting, SOX, Compliance, Payroll, Tax, GAAP, Fixed Assets, Forecasting, SAP, Budgeting, Excel, Inventory Management, Financial Management, Outlook, Access, ERP, P&L, Process Improvement, PowerPoint, Internal Controls, Analysis, Acquisitions, Microsoft Excel, Budgets, Strategic Financial..., Operations Management, Managerial Finance, Sarbanes-Oxley Act, Management, Leadership, Finance, Strategy, Variance Analysis, Cost Accounting, Accounting, Strategic Planning, Mergers & Acquisitions, Consolidation, Financial Statements, Account Reconciliation, Financial Accounting, Financial Modeling
Education
California Lutheran University 2010 — 2012
M.B.A, International Business
University of Phoenix
B.S. Degree, Accounting