RCM Capital Management
Description
Address: 109 Kay Ave, Trussville, AL 35173 Hours: Closes soon: 5PM ⋅ Opens 8AM Thu Wednesday8AM–5PMThursday8AM–5PMFriday8AM–3PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (205) 661-3283 Appointments: wufoo.com: Place name: Category: : : : Website: : : Website: http://www.rcmcap.com/ Category: Financial Planner 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? 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 RCM Capital Management Llc Posting publicly on the Web Write a review Reviews Be the first to review
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RCM Capital Management Employees
Employee
Years
Job
Industry
David Tudor David Tudor's RCM Capital Management Experience 2000 - September 2003
Job Operations at Bayshore Global Management LLC
Industry Investment Management
Experience
Lateef Investment Management October 2003 - February 2013
NA 2010 - 2011
NA 2010 - 2010
RCM Capital Management 2000 - September 2003
Education
University of Southern California 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, International Business/Finance
Saint Ignatius High School 1992 — 1996
Lateef Investment Management October 2003 - February 2013
NA 2010 - 2011
NA 2010 - 2010
RCM Capital Management 2000 - September 2003
Education
University of Southern California 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, International Business/Finance
Saint Ignatius High School 1992 — 1996
Todd Hawthorne Todd Hawthorne's RCM Capital Management Experience 2006 - 2014
Job Portfolio Manager / Managing Director at Boston Partners / Robeco
Industry Financial Services
Experience
Boston Partners / Robeco March 2014 - Present
RCM Capital Management 2006 - 2014
RS Investments 2001 - 2006
Skills
Portfolio Management, Volatility Management, Risk Management, Equity Research Analysis, Equity Derivatives..., Equity Derivatives..., Asset Allocation, Total Return, Hedge Funds, Derivatives, Volatility, Alternative Investments, Financial Risk, Equities, Equity Derivatives, Mutual Funds
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
Colorado College 1986 — 1990
Bachelor of Arts (BA), English Language and Literature/Letters
Boston Partners / Robeco March 2014 - Present
RCM Capital Management 2006 - 2014
RS Investments 2001 - 2006
Skills
Portfolio Management, Volatility Management, Risk Management, Equity Research Analysis, Equity Derivatives..., Equity Derivatives..., Asset Allocation, Total Return, Hedge Funds, Derivatives, Volatility, Alternative Investments, Financial Risk, Equities, Equity Derivatives, Mutual Funds
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
Colorado College 1986 — 1990
Bachelor of Arts (BA), English Language and Literature/Letters
Annette Shelby Annette Shelby's RCM Capital Management Experience March 1989 - August 1991
Job Principal, Managing Director
Industry Photography
Experience
International Sports Images, Inc. March 2003 - Present
Ravenswood Education Foundation April 2007 - Present
Stanford University August 1996 - October 2003
Cavalli & Cribbs September 1993 - March 1996
RCM Capital Management March 1989 - August 1991
Skills
Marketing Communications, Small Business, Non-profit Management, Management, Start-ups, Strategic Planning, Leadership, Program Management, Community Outreach, Entrepreneurship, Business Development, Business Planning, Marketing Strategy, Advertising, Marketing
Education
Stanford Graduate School of Business 1991 — 1993
M.B.A., Marketing
Stanford University 1983 — 1987
B.S., Biology
International Sports Images, Inc. March 2003 - Present
Ravenswood Education Foundation April 2007 - Present
Stanford University August 1996 - October 2003
Cavalli & Cribbs September 1993 - March 1996
RCM Capital Management March 1989 - August 1991
Skills
Marketing Communications, Small Business, Non-profit Management, Management, Start-ups, Strategic Planning, Leadership, Program Management, Community Outreach, Entrepreneurship, Business Development, Business Planning, Marketing Strategy, Advertising, Marketing
Education
Stanford Graduate School of Business 1991 — 1993
M.B.A., Marketing
Stanford University 1983 — 1987
B.S., Biology
John Kosecoff John Kosecoff's RCM Capital Management Experience November 1993 - July 1996
Job Vice President, U.S. Corporate Development & Strategy
Industry Financial Services
Experience
Financing City Network (Fin Tech) April 2014 - Present
Lehrer Investment Management May 2011 - November 2012
JP Morgan Chase 2007 - 2008
Fundamental Investment Research & Management October 2002 - August 2007
U.S. Global Investors 2006 - 2007
Wells Fargo June 2000 - November 2001
Fremont Group (Bechtel financial affiliate) October 1996 - January 1999
RCM Capital Management November 1993 - July 1996
Omega Advisors 1992 - 1993
Lord Abbett 1990 - 1992
Skills
Equity Research, Portfolio Management, Fixed Income Research, Global Asset Allocation, Cash Management, Credit Analysis, Risk Management, Performance Attribution..., Compliance Management, Sector Strategies, Valuation, Due Diligence, Board Presentations, Asset Management, Mutual Funds, Hedge Funds, Securities Strategies, Investment Advisory, Financial Planning, Family Office Management, Investments, Market Research, Competitive Intelligence, Trading, Real Estate Investment, Equity Derivatives, Foreign Exchange..., Equities, Investment Strategies, Fixed Income, Capital Markets, Securities, Derivatives, Private Equity, Asset Allocation, Financial Advisory, Asset Managment, Series 65, Alternative Investments, Finance, Financial Risk, Strategic Financial..., Performance Attribution, Funding, Financial Services, Investment Properties, Banking, Bloomberg, Investment Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
MBA, Operations Research, Finance
University of California, Berkeley 1969 — 1973
BA, Economics
San Jose State University 2011 — 2012
post-graduate studies, Library and Information Science
UC Berkeley Extension 2010 — 2011
CFP Candidate, Professional Sequence in Personal Financial Planning
New York University - Leonard N. Stern School of Business 1980 — 1981
None, Postgraduate studies in Finance (Foreign Exchange, Real Estate, Working Capital Management, Banking)
Monterey Peninsula College 1975 — 1977
None, Computer Programming (COBOL, FORTRAN, SPSS, APL), Mathematics
Monterey Institute of International Studies 1974 — 1975
Post-graduate studies, International Relations
Venice High School 1966 — 1969
Diploma, Mathematics
Financing City Network (Fin Tech) April 2014 - Present
Lehrer Investment Management May 2011 - November 2012
JP Morgan Chase 2007 - 2008
Fundamental Investment Research & Management October 2002 - August 2007
U.S. Global Investors 2006 - 2007
Wells Fargo June 2000 - November 2001
Fremont Group (Bechtel financial affiliate) October 1996 - January 1999
RCM Capital Management November 1993 - July 1996
Omega Advisors 1992 - 1993
Lord Abbett 1990 - 1992
Skills
Equity Research, Portfolio Management, Fixed Income Research, Global Asset Allocation, Cash Management, Credit Analysis, Risk Management, Performance Attribution..., Compliance Management, Sector Strategies, Valuation, Due Diligence, Board Presentations, Asset Management, Mutual Funds, Hedge Funds, Securities Strategies, Investment Advisory, Financial Planning, Family Office Management, Investments, Market Research, Competitive Intelligence, Trading, Real Estate Investment, Equity Derivatives, Foreign Exchange..., Equities, Investment Strategies, Fixed Income, Capital Markets, Securities, Derivatives, Private Equity, Asset Allocation, Financial Advisory, Asset Managment, Series 65, Alternative Investments, Finance, Financial Risk, Strategic Financial..., Performance Attribution, Funding, Financial Services, Investment Properties, Banking, Bloomberg, Investment Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
MBA, Operations Research, Finance
University of California, Berkeley 1969 — 1973
BA, Economics
San Jose State University 2011 — 2012
post-graduate studies, Library and Information Science
UC Berkeley Extension 2010 — 2011
CFP Candidate, Professional Sequence in Personal Financial Planning
New York University - Leonard N. Stern School of Business 1980 — 1981
None, Postgraduate studies in Finance (Foreign Exchange, Real Estate, Working Capital Management, Banking)
Monterey Peninsula College 1975 — 1977
None, Computer Programming (COBOL, FORTRAN, SPSS, APL), Mathematics
Monterey Institute of International Studies 1974 — 1975
Post-graduate studies, International Relations
Venice High School 1966 — 1969
Diploma, Mathematics
Jeff Stoffer CFA, CFP® Jeff Stoffer CFA, CFP®'s RCM Capital Management Experience 1994 - 1998
Job Helping professionals approaching retirement make conscious choices with money
Industry Investment Management
Experience
Stoffer Wealth Advisors February 2008 - Present
Rayner Associates 2001 - 2006
HighMark Capital Management/Merus 1998 - 2001
RCM Capital Management 1994 - 1998
Chez Panisse Restaurant 1985 - 1993
Skills
Investments, Asset Allocation, Investment Advisory, Portfolio Management, Investment Management, Strategic Financial..., Public Speaking, Retirement Planning, Financial Modeling, Securities, Wealth Management, Strategic Planning, Estate Planning, Equities, Alternative Investments, Financial Advisory, Financial Analysis, Team Building, Asset Managment, Small Business, Strategy, Asset Management, Business Development, Cooking, Menu Planning, Outdoor Cooking, Wine, Insurance, Finance
Education
UC Berkeley Extension 2005 — 2006
California State University-Hayward - School of Business and Economics 1989 — 1991
MBA
University of California, Berkeley 1978 — 1980
BA
Campbell High School 1971 — 1974
College of Marin
Stoffer Wealth Advisors February 2008 - Present
Rayner Associates 2001 - 2006
HighMark Capital Management/Merus 1998 - 2001
RCM Capital Management 1994 - 1998
Chez Panisse Restaurant 1985 - 1993
Skills
Investments, Asset Allocation, Investment Advisory, Portfolio Management, Investment Management, Strategic Financial..., Public Speaking, Retirement Planning, Financial Modeling, Securities, Wealth Management, Strategic Planning, Estate Planning, Equities, Alternative Investments, Financial Advisory, Financial Analysis, Team Building, Asset Managment, Small Business, Strategy, Asset Management, Business Development, Cooking, Menu Planning, Outdoor Cooking, Wine, Insurance, Finance
Education
UC Berkeley Extension 2005 — 2006
California State University-Hayward - School of Business and Economics 1989 — 1991
MBA
University of California, Berkeley 1978 — 1980
BA
Campbell High School 1971 — 1974
College of Marin
Dana LaMendola Dana LaMendola's RCM Capital Management Experience September 2006 - July 2008
Job Market Intelligence Analyst at VF Corporation
Industry Research
Experience
VF Corporation December 2014 - Present
Euromonitor International February 2013 - November 2014
Yale Journal of International Affairs September 2011 - May 2012
RCM Capital Management September 2006 - July 2008
Skills
Market Research, Writing, Consumer Insight, Data Analysis, Competitive Intelligence, Marketing Research, Customer Insight, Analytics, Market Analysis, Competitive Analysis, Quantitative Analytics, Statistics, Editorial, Analysis, Marketing Strategy, Strategic Consulting
Education
Yale University 2010 — 2012
Master of Arts, European and Russian Studies
The London School of Economics and Political Science 2008 — 2009
Master of Science, History of Nationalism
Dartmouth College 2002 — 2006
Bachelor of Arts, History
VF Corporation December 2014 - Present
Euromonitor International February 2013 - November 2014
Yale Journal of International Affairs September 2011 - May 2012
RCM Capital Management September 2006 - July 2008
Skills
Market Research, Writing, Consumer Insight, Data Analysis, Competitive Intelligence, Marketing Research, Customer Insight, Analytics, Market Analysis, Competitive Analysis, Quantitative Analytics, Statistics, Editorial, Analysis, Marketing Strategy, Strategic Consulting
Education
Yale University 2010 — 2012
Master of Arts, European and Russian Studies
The London School of Economics and Political Science 2008 — 2009
Master of Science, History of Nationalism
Dartmouth College 2002 — 2006
Bachelor of Arts, History
Patrick Tschosik Patrick Tschosik's RCM Capital Management Experience November 2000 - August 2006
Job Consumer Strategist at Ned Davis Research
Industry Investment Management
Experience
Ned Davis Research September 2006 - Present
RCM Capital Management November 2000 - August 2006
Banc of America Investments July 1999 - October 2000
Kraft Foods January 1995 - June 1999
Skills
Equities, Equity Research, Portfolio Management, Bloomberg, Asset Management, Chartered Financial..., Programming, Microsoft Excel, Alternative Investments, Capital Markets, Investment Strategies
Education
The University of Chicago 1995 — 1997
MBA, Finance and Accounting
Illinois State University 1986 — 1990
BS, Computer Science
Newman Central Catholic High School 1982 — 1986
Ned Davis Research September 2006 - Present
RCM Capital Management November 2000 - August 2006
Banc of America Investments July 1999 - October 2000
Kraft Foods January 1995 - June 1999
Skills
Equities, Equity Research, Portfolio Management, Bloomberg, Asset Management, Chartered Financial..., Programming, Microsoft Excel, Alternative Investments, Capital Markets, Investment Strategies
Education
The University of Chicago 1995 — 1997
MBA, Finance and Accounting
Illinois State University 1986 — 1990
BS, Computer Science
Newman Central Catholic High School 1982 — 1986
Rhoda Rossman Rhoda Rossman's RCM Capital Management Experience January 1987 - January 1993
Job Investment Management Professional
Industry Investment Management
Experience
Matthews Asia Funds 2006 - Present
PMI Group, Inc January 1997 - February 2010
Montgomery Asset Management January 1995 - January 1996
Wells Fargo Bank, Investment Management Group January 1993 - January 1995
RCM Capital Management January 1987 - January 1993
Benham Capital Management January 1985 - January 1987
AMBAC Municipal Bond Insurance January 1983 - January 1985
Skills
Fixed Income, Portfolio Management, Bonds, Investments, Capital Markets, Asset Allocation, Municipal Bonds, Mutual Funds, Alternative Investments, Trading, Insurance, Board of Directors, Credit Risk, Risk Management, Financial Analysis, Credit Analysis, Private Equity, Financial Risk, Investment Management, Strategic Financial..., Equities, Credit, Asset Management
Education
Syracuse University - Maxwell School 1981 — 1983
M.P.A., Public Finance
Michigan State University 1977 — 1981
B.S, Public Affairs Management
Matthews Asia Funds 2006 - Present
PMI Group, Inc January 1997 - February 2010
Montgomery Asset Management January 1995 - January 1996
Wells Fargo Bank, Investment Management Group January 1993 - January 1995
RCM Capital Management January 1987 - January 1993
Benham Capital Management January 1985 - January 1987
AMBAC Municipal Bond Insurance January 1983 - January 1985
Skills
Fixed Income, Portfolio Management, Bonds, Investments, Capital Markets, Asset Allocation, Municipal Bonds, Mutual Funds, Alternative Investments, Trading, Insurance, Board of Directors, Credit Risk, Risk Management, Financial Analysis, Credit Analysis, Private Equity, Financial Risk, Investment Management, Strategic Financial..., Equities, Credit, Asset Management
Education
Syracuse University - Maxwell School 1981 — 1983
M.P.A., Public Finance
Michigan State University 1977 — 1981
B.S, Public Affairs Management
Dennis Heinke Dennis Heinke's RCM Capital Management Experience 2011 - Present
Job Director, Head of Hedge Fund Sales
Industry Financial Services
Experience
RCM Capital Management 2011 - Present
RCM 2007 - 2011
RCM 1998 - 2007
Skills
Hedge Funds, Alternative Investments, UCITS, Seed Capital, Long/Short Equity, Multi strategy, Commodities, Series 7, Chartered Financial...
Education
University of California, Los Angeles 1993 — 1998
Bachelor of Science, Chemistry
IMD Business School
RCM Capital Management 2011 - Present
RCM 2007 - 2011
RCM 1998 - 2007
Skills
Hedge Funds, Alternative Investments, UCITS, Seed Capital, Long/Short Equity, Multi strategy, Commodities, Series 7, Chartered Financial...
Education
University of California, Los Angeles 1993 — 1998
Bachelor of Science, Chemistry
IMD Business School
Paul Dooley Paul Dooley's RCM Capital Management Experience 1995 - 2000
Job Product Manager,Content Marketing at FindLaw, a Thomson Reuters business
Industry Marketing and Advertising
Experience
Newsom for California May 2009 - October 2009
Charles Schwab 2007 - 2009
Wells Fargo Bank 2002 - 2007
AvantGo 2000 - 2001
RCM Capital Management 1995 - 2000
Callan Associates 1992 - 1995
Skills
Product Marketing, P&L Management, Product Management, Product Requirements, Project Management, Business Case, Strategy, Analytics, Email Marketing, SEO, Integrated Marketing
Education
University of California, Berkeley 1987 — 1990
Newsom for California May 2009 - October 2009
Charles Schwab 2007 - 2009
Wells Fargo Bank 2002 - 2007
AvantGo 2000 - 2001
RCM Capital Management 1995 - 2000
Callan Associates 1992 - 1995
Skills
Product Marketing, P&L Management, Product Management, Product Requirements, Project Management, Business Case, Strategy, Analytics, Email Marketing, SEO, Integrated Marketing
Education
University of California, Berkeley 1987 — 1990
Mary Maru Wright's RCM Capital Management Experience 1988 - 1992
Job Web Designer & Marketer
Industry Graphic Design
Experience
Mary Maru Design October 2010 - Present
The Wright Marketing March 2006 - Present
Smithsonian Institution 2004 - 2006
Meredith Corporation 2003 - 2003
A&E Television 1999 - 2003
MasterLink, Inc. 1996 - 1998
RCM Capital Management 1988 - 1992
Skills
Creative Direction, Web Design, Graphic Design, Integrated Marketing, Social Media Marketing, Marketing, Project Management, Adobe Creative Suite, Publishing, WordPress, Blogging, Magazines, Marketing Communications, CSS, Multimedia, Logo Design, Digital Photography, Typography, SEO, HTML 5, Graphics, Event Management, InDesign, Marketing Strategy, Illustrator, Editing
Education
Golden Gate University
Marketing/Marketing Management, General
School of Visual Arts
Graphic Design continuing education
New York University 2007 — 2009
Certificate in Business Project Management
City University of New York-Hunter College
BA, Music, Economics
Fashion Institute of Technology
Fine Arts & Commercial Arts studies
Mary Maru Design October 2010 - Present
The Wright Marketing March 2006 - Present
Smithsonian Institution 2004 - 2006
Meredith Corporation 2003 - 2003
A&E Television 1999 - 2003
MasterLink, Inc. 1996 - 1998
RCM Capital Management 1988 - 1992
Skills
Creative Direction, Web Design, Graphic Design, Integrated Marketing, Social Media Marketing, Marketing, Project Management, Adobe Creative Suite, Publishing, WordPress, Blogging, Magazines, Marketing Communications, CSS, Multimedia, Logo Design, Digital Photography, Typography, SEO, HTML 5, Graphics, Event Management, InDesign, Marketing Strategy, Illustrator, Editing
Education
Golden Gate University
Marketing/Marketing Management, General
School of Visual Arts
Graphic Design continuing education
New York University 2007 — 2009
Certificate in Business Project Management
City University of New York-Hunter College
BA, Music, Economics
Fashion Institute of Technology
Fine Arts & Commercial Arts studies
Chris Houlder, CISSP, CISM Chris Houlder, CISSP, CISM's RCM Capital Management Experience May 1995 - December 1996
Job
Industry Computer & Network Security
Experience
Bay Area CSO Council August 2015 - Present
Autodesk April 2012 - Present
Genentech December 2006 - April 2012
Autodesk May 2006 - December 2006
Autodesk December 2004 - May 2006
Autodesk August 2003 - December 2004
Autodesk August 2001 - August 2003
Buzzsaw.com March 2000 - August 2001
Mondo Media December 1996 - March 2000
RCM Capital Management May 1995 - December 1996
Skills
Telecommunications, Information Security..., IT Operations, Security, Vendor Management, Information Security, Strategic Planning, Management, Information Technology, ITIL, Thought Leadership, SaaS, Networking, Project Portfolio..., Cloud Computing, Security Audits, Business Process..., IT Management, Risk Assessment, Coaching, IT Strategy, Mobile Technology, Identity Management, Risk Management, Wireless Networking, Enterprise Architecture, Program Management, Strategy, Healthcare Information..., Incident Management, Operational Excellence, Organizational Design, Enneagram, IT Outsource, IT Leadership, APT, Mentoring Of Staff, Legal Compliance, Standards Compliance, Government Compliance, Compliance Audits, Mobile Communications, Comedic Timing
Education
University of San Francisco
BS, Information Systems
Bay Area CSO Council August 2015 - Present
Autodesk April 2012 - Present
Genentech December 2006 - April 2012
Autodesk May 2006 - December 2006
Autodesk December 2004 - May 2006
Autodesk August 2003 - December 2004
Autodesk August 2001 - August 2003
Buzzsaw.com March 2000 - August 2001
Mondo Media December 1996 - March 2000
RCM Capital Management May 1995 - December 1996
Skills
Telecommunications, Information Security..., IT Operations, Security, Vendor Management, Information Security, Strategic Planning, Management, Information Technology, ITIL, Thought Leadership, SaaS, Networking, Project Portfolio..., Cloud Computing, Security Audits, Business Process..., IT Management, Risk Assessment, Coaching, IT Strategy, Mobile Technology, Identity Management, Risk Management, Wireless Networking, Enterprise Architecture, Program Management, Strategy, Healthcare Information..., Incident Management, Operational Excellence, Organizational Design, Enneagram, IT Outsource, IT Leadership, APT, Mentoring Of Staff, Legal Compliance, Standards Compliance, Government Compliance, Compliance Audits, Mobile Communications, Comedic Timing
Education
University of San Francisco
BS, Information Systems
Gary B. Sokol Gary B. Sokol's RCM Capital Management Experience September 1997 - March 2005
Job Independent Investment Management Professional
Industry Philanthropy
Experience
RCM Capital Management September 1997 - March 2005
RCM Capital Management July 1988 - August 1997
BA Investment Management July 1984 - June 1988
Skills
Equities, Asset Management, Investments, Client Service, Equity Research, Asset Managment, Business Analysis, Financial Services
Education
JL Kellogg Graduate School of Management of Northwestern University
Master, Management; Finance
Rensselaer Polytechnic Institute
B.S, Chemical Engineering
RCM Capital Management September 1997 - March 2005
RCM Capital Management July 1988 - August 1997
BA Investment Management July 1984 - June 1988
Skills
Equities, Asset Management, Investments, Client Service, Equity Research, Asset Managment, Business Analysis, Financial Services
Education
JL Kellogg Graduate School of Management of Northwestern University
Master, Management; Finance
Rensselaer Polytechnic Institute
B.S, Chemical Engineering
Katherine Rundstein's RCM Capital Management Experience January 1992 - January 1994
Job
Industry Investment Management
Experience
Strategic Wealth Planning July 2014 - Present
Seeking Opportunity September 2012 - January 2013
Homeschool September 2008 - May 2012
Richardson ISD August 2007 - May 2008
RCM Capital Management January 1992 - January 1994
Fayez Sarofim & Co January 1981 - January 1992
Fayez Sarofim & Co March 1981 - September 1989
Childcare Council of Greater Houston September 1980 - March 1981
Skills
Microsoft Excel, Morningstar Direct, Advent Portfolio..., Fidelity WealthCentral, eMoney Advisor, Cute PDF Pro, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Management, Budgets, Training, Program Management, Team Building, Quality Assurance, Salesforce.com, Public Speaking, Teaching
Education
Temple University 1972 — 1980
B.S, Education
Strategic Wealth Planning July 2014 - Present
Seeking Opportunity September 2012 - January 2013
Homeschool September 2008 - May 2012
Richardson ISD August 2007 - May 2008
RCM Capital Management January 1992 - January 1994
Fayez Sarofim & Co January 1981 - January 1992
Fayez Sarofim & Co March 1981 - September 1989
Childcare Council of Greater Houston September 1980 - March 1981
Skills
Microsoft Excel, Morningstar Direct, Advent Portfolio..., Fidelity WealthCentral, eMoney Advisor, Cute PDF Pro, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Management, Budgets, Training, Program Management, Team Building, Quality Assurance, Salesforce.com, Public Speaking, Teaching
Education
Temple University 1972 — 1980
B.S, Education
Scott Kozak Scott Kozak's RCM Capital Management Experience 2003 - 2004
Job Director of Investor Relations at General Moly
Industry Public Relations and Communications
Experience
General Moly 2012 - Present
InnerWorkings 2010 - 2012
FTI Consulting 2004 - 2010
RCM Capital Management 2003 - 2004
Hall Capital Management 2000 - 2003
Skills
Investor Relations, Financial Reporting, Investments, Financial Analysis, Financial Modeling, Marketing Strategy, Corporate Communications, Strategic Communications, Internal Communications, Crisis Communications, Competitive Intelligence, Marketing Research, Management, Strategy, Marketing Communications, Leadership, Marketing, Public Relations, Finance, Strategic Planning, Due Diligence
Education
Northwestern University 2011 — 2012
M.S., Communications
University of California, Berkeley 2001 — 2003
Certificate, Finance
American University 1995 — 1999
B.A., Economics & International Relations
General Moly 2012 - Present
InnerWorkings 2010 - 2012
FTI Consulting 2004 - 2010
RCM Capital Management 2003 - 2004
Hall Capital Management 2000 - 2003
Skills
Investor Relations, Financial Reporting, Investments, Financial Analysis, Financial Modeling, Marketing Strategy, Corporate Communications, Strategic Communications, Internal Communications, Crisis Communications, Competitive Intelligence, Marketing Research, Management, Strategy, Marketing Communications, Leadership, Marketing, Public Relations, Finance, Strategic Planning, Due Diligence
Education
Northwestern University 2011 — 2012
M.S., Communications
University of California, Berkeley 2001 — 2003
Certificate, Finance
American University 1995 — 1999
B.A., Economics & International Relations
Brad Branson Brad Branson's RCM Capital Management Experience 2003 - 2006
Job Cornerstone Capital, Inc.
Industry Investment Management
Experience
Cornersone Capital, Inc. October 2006 - Present
RCM Capital Management 2003 - 2006
RCM Capital Management 2001 - 2006
RCM Capital Management 1993 - 2001
Skills
Asset Management, Mutual Funds, Institutional, Asset Allocation, High Net Worth..., Investments, Equities, Portfolio Management, Investment Management, Valuation
Education
Chartered Financial Analyst
Palo Alto Senior High School
Pomona College
BA, Economics
Cornersone Capital, Inc. October 2006 - Present
RCM Capital Management 2003 - 2006
RCM Capital Management 2001 - 2006
RCM Capital Management 1993 - 2001
Skills
Asset Management, Mutual Funds, Institutional, Asset Allocation, High Net Worth..., Investments, Equities, Portfolio Management, Investment Management, Valuation
Education
Chartered Financial Analyst
Palo Alto Senior High School
Pomona College
BA, Economics
Louiery Sincioco's RCM Capital Management Experience November 1995 - October 1996
Job Application Developer Consultant at Microsoft
Industry Defense & Space
Experience
Microsoft January 2009 - Present
ITT September 2007 - December 2008
The United States Marine Corps September 2003 - September 2007
Blackstone Technologies March 2000 - January 2002
Charles Schwab Inc., & Co April 1998 - January 2000
Microsoft Corporation May 1997 - July 1997
Charles Schwab Inc., & Co January 1997 - May 1997
Sumitomo Bank of California October 1996 - January 1997
RCM Capital Management November 1995 - October 1996
Oracle Corporation August 1995 - October 1995
Skills
Software Development, Databases, Oracle, Web Applications, Enterprise Software, Programming, Web Development, Information Assurance
Education
Grantham University 2005 — 2006
Computer Science
San Francisco State University 1993 — 1995
Computer Science
Microsoft January 2009 - Present
ITT September 2007 - December 2008
The United States Marine Corps September 2003 - September 2007
Blackstone Technologies March 2000 - January 2002
Charles Schwab Inc., & Co April 1998 - January 2000
Microsoft Corporation May 1997 - July 1997
Charles Schwab Inc., & Co January 1997 - May 1997
Sumitomo Bank of California October 1996 - January 1997
RCM Capital Management November 1995 - October 1996
Oracle Corporation August 1995 - October 1995
Skills
Software Development, Databases, Oracle, Web Applications, Enterprise Software, Programming, Web Development, Information Assurance
Education
Grantham University 2005 — 2006
Computer Science
San Francisco State University 1993 — 1995
Computer Science
Christopher Tatro Christopher Tatro's RCM Capital Management Experience April 1995 - July 2001
Job Director, iShares Global Business Strategy at BlackRock
Industry Financial Services
Experience
BlackRock December 2012 - Present
BlackRock July 2008 - December 2012
BlackRock November 2006 - July 2008
Charles Schwab October 2005 - November 2006
Prudential Financial September 2003 - August 2005
RCM Capital Management April 1995 - July 2001
Callan Associates April 1993 - April 1995
Skills
ETFs, Pricing Strategy, Asset Management, Mutual Funds, Business Planning, Product Development, Investments, Pricing, Segmentation, Business Metrics, Strategic Planning, Competitive Analysis, Separately Managed..., Business Strategy, Managed Accounts, Product Management, Forecasting, Strategy Development, P&L Management, Budgeting, Product Strategy, Asset Managment, Strategy, Budgets, Financial Risk, Financial Services, Finance, Analytics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Master of Business Administration
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics and International Business
BlackRock December 2012 - Present
BlackRock July 2008 - December 2012
BlackRock November 2006 - July 2008
Charles Schwab October 2005 - November 2006
Prudential Financial September 2003 - August 2005
RCM Capital Management April 1995 - July 2001
Callan Associates April 1993 - April 1995
Skills
ETFs, Pricing Strategy, Asset Management, Mutual Funds, Business Planning, Product Development, Investments, Pricing, Segmentation, Business Metrics, Strategic Planning, Competitive Analysis, Separately Managed..., Business Strategy, Managed Accounts, Product Management, Forecasting, Strategy Development, P&L Management, Budgeting, Product Strategy, Asset Managment, Strategy, Budgets, Financial Risk, Financial Services, Finance, Analytics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Master of Business Administration
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics and International Business
Jean-Paul Migrditchian Jean-Paul Migrditchian's RCM Capital Management Experience 1997 - 2006
Job Deputy Chief Compliance Officer
Industry Investment Management
Experience
Matthews Asia October 2006 - Present
Caywood-Scholl Capital Management LLC 2004 - 2006
RCM Capital Management 1997 - 2006
Skills
Investment Company Act, Investment Advisor..., Risk Management, Team Management, Risk Assessment, Internal Controls, Investment Advisers Act, UCITS, Compliance, Charles River IMS, Compliance Training, Investment Compliance
Education
California State University-Northridge
BS
Matthews Asia October 2006 - Present
Caywood-Scholl Capital Management LLC 2004 - 2006
RCM Capital Management 1997 - 2006
Skills
Investment Company Act, Investment Advisor..., Risk Management, Team Management, Risk Assessment, Internal Controls, Investment Advisers Act, UCITS, Compliance, Charles River IMS, Compliance Training, Investment Compliance
Education
California State University-Northridge
BS
Gary Stentz Gary Stentz's RCM Capital Management Experience 2004 - 2008
Job Relationship Sales / Outsourcing Portfolio Manager
Industry Investment Management
Experience
Russell Investments 2011 - 2015
Invesco Global Quantitative Equity 2008 - 2010
RCM Capital Management 2004 - 2008
Banc of America Capital Management 2000 - 2004
Monsanto 1995 - 2000
Skills
Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Mutual Funds, Investments, Equities, Hedge Funds, Investment Management, Investment Strategies, Wealth Management, Series 7, Fixed Income, Securities, Capital Markets, Asset Managment, Investment Advisory, ETFs, Series 63
Education
Capital University - School of Management
MBA
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
The Ohio State University Fisher College of Business
BSBA, Business/Finance
Russell Investments 2011 - 2015
Invesco Global Quantitative Equity 2008 - 2010
RCM Capital Management 2004 - 2008
Banc of America Capital Management 2000 - 2004
Monsanto 1995 - 2000
Skills
Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Mutual Funds, Investments, Equities, Hedge Funds, Investment Management, Investment Strategies, Wealth Management, Series 7, Fixed Income, Securities, Capital Markets, Asset Managment, Investment Advisory, ETFs, Series 63
Education
Capital University - School of Management
MBA
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
The Ohio State University Fisher College of Business
BSBA, Business/Finance
Brian Cooke's RCM Capital Management Experience August 1989 - May 1995
Job business writer and editor
Industry Writing and Editing
Experience
OTR Global October 2007 - Present
BC Communications (personal freelance business) 2008 - Present
AMD January 2013 - March 2014
ADP - Screening & Selection Services March 2012 - July 2012
Merriman Curhan Ford & Co March 2005 - September 2007
Kaufman Bros. April 2004 - November 2004
Off The Record Research June 1995 - April 2004
RCM Capital Management August 1989 - May 1995
ORFI Systems December 1988 - July 1989
Skills
Editing, Writing, Technical Writing, News Writing, Newsletters, Corporate Communications, Market Research, Research Project..., Website Development, Social Media, Public Speaking, SEC compliance, Webmaster Services, Content Management, Project Management, Corporate Blogging, Website Copy, Academic Writing, Online Research, Search Engine..., Professional Networking, BlueMatrix, Marketing Communications, Document Processing, Journalism, Web Content, Semiconductors, Editorial, Technical Communication, Interviews, Copy Editing, Content Development, Marketing, Copywriting, Social Networking, Newspapers, SEO, Publishing, Advertising, Marketing Copy, Text Editing
Education
Lehigh University 1985 — 1989
BA, Journalism Science Writing
Golden Gate University
OTR Global October 2007 - Present
BC Communications (personal freelance business) 2008 - Present
AMD January 2013 - March 2014
ADP - Screening & Selection Services March 2012 - July 2012
Merriman Curhan Ford & Co March 2005 - September 2007
Kaufman Bros. April 2004 - November 2004
Off The Record Research June 1995 - April 2004
RCM Capital Management August 1989 - May 1995
ORFI Systems December 1988 - July 1989
Skills
Editing, Writing, Technical Writing, News Writing, Newsletters, Corporate Communications, Market Research, Research Project..., Website Development, Social Media, Public Speaking, SEC compliance, Webmaster Services, Content Management, Project Management, Corporate Blogging, Website Copy, Academic Writing, Online Research, Search Engine..., Professional Networking, BlueMatrix, Marketing Communications, Document Processing, Journalism, Web Content, Semiconductors, Editorial, Technical Communication, Interviews, Copy Editing, Content Development, Marketing, Copywriting, Social Networking, Newspapers, SEO, Publishing, Advertising, Marketing Copy, Text Editing
Education
Lehigh University 1985 — 1989
BA, Journalism Science Writing
Golden Gate University
Julia Thayer Julia Thayer's RCM Capital Management Experience 1992 - 1993
Job Executive Assistant & Personal Assistant at C.Mondavi & Family
Industry Wine and Spirits
Experience
C.Mondavi & Family June 2007 - Present
Wine Service Coop September 2006 - June 2007
Hidden Valley Lake CSD 1999 - 2006
RCM Capital Management 1992 - 1993
RCM Capital Management October 1985 - September 1992
Westin St. Francis Hotel 1980 - 1984
Skills
Confidentiality, Purchasing, Administrative Support, Outlook, Office Management, Project Management, Personal Administration, Strong Problem-solving, Work Well Independently, Leadership..., Adaptability, Flexibility, Commitment towards work, Self Motivated, Dependable Team Player, Administrative..., Hospitality, Event Management, Corporate Events, Customer Service, Wine, Marketing, Retail, Restaurants, Food, Inventory Management, Team Building, Marketing Strategy, Data Entry, Pricing, PowerPoint, Merchandising, Account Management, Sales Management, Microsoft Word, Administrative..., Event Planning, Social Media, Microsoft Excel
Education
SF Community College 1976 — 1979
Heald College
AA, Business
C.Mondavi & Family June 2007 - Present
Wine Service Coop September 2006 - June 2007
Hidden Valley Lake CSD 1999 - 2006
RCM Capital Management 1992 - 1993
RCM Capital Management October 1985 - September 1992
Westin St. Francis Hotel 1980 - 1984
Skills
Confidentiality, Purchasing, Administrative Support, Outlook, Office Management, Project Management, Personal Administration, Strong Problem-solving, Work Well Independently, Leadership..., Adaptability, Flexibility, Commitment towards work, Self Motivated, Dependable Team Player, Administrative..., Hospitality, Event Management, Corporate Events, Customer Service, Wine, Marketing, Retail, Restaurants, Food, Inventory Management, Team Building, Marketing Strategy, Data Entry, Pricing, PowerPoint, Merchandising, Account Management, Sales Management, Microsoft Word, Administrative..., Event Planning, Social Media, Microsoft Excel
Education
SF Community College 1976 — 1979
Heald College
AA, Business
Kurt Moeller, CFA, MBA's RCM Capital Management Experience 2002 - 2009
Job Senior Equity Analyst at Calvert Investments
Industry Financial Services
Experience
Calvert Investments 2014 - Present
del Rey Global Investors 2010 - 2014
RCM Capital Management 2002 - 2009
The Guardsmen 2003 - 2008
ABN AMRO/LaSalle Bank 1998 - 2002
GMO Grantham, Mayo, Van Otterloo 1996 - 1998
Wyoming Tribune-Eagle 1991 - 1994
Skills
Financial Writing, Equity Research, Financial Analysis, Strategic Analysis, Philanthropy, Investments, Investor Presentations, Institutional Investors, Investor Relations, Corporate Development, Corporate Strategy..., Valuation, Finance, Equities, Investment Banking, Investment Management, Institutional..., Portfolio Management, Due Diligence, Alternative Investments, Analysis, Business Strategy, Private Equity
Education
CFA Institute
CFA Chartholder
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.)
Rice University
Bachelor of Arts (BA)
Calvert Investments 2014 - Present
del Rey Global Investors 2010 - 2014
RCM Capital Management 2002 - 2009
The Guardsmen 2003 - 2008
ABN AMRO/LaSalle Bank 1998 - 2002
GMO Grantham, Mayo, Van Otterloo 1996 - 1998
Wyoming Tribune-Eagle 1991 - 1994
Skills
Financial Writing, Equity Research, Financial Analysis, Strategic Analysis, Philanthropy, Investments, Investor Presentations, Institutional Investors, Investor Relations, Corporate Development, Corporate Strategy..., Valuation, Finance, Equities, Investment Banking, Investment Management, Institutional..., Portfolio Management, Due Diligence, Alternative Investments, Analysis, Business Strategy, Private Equity
Education
CFA Institute
CFA Chartholder
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.)
Rice University
Bachelor of Arts (BA)
Kiehn Thomas's RCM Capital Management Experience 2000 - 2006
Job VP, Consumer/SubAdvisory Markets at Mellon Capital
Industry Investment Management
Experience
Mellon Capital 2007 - Present
RCM Capital Management 2000 - 2006
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Finance
Mellon Capital 2007 - Present
RCM Capital Management 2000 - 2006
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Finance
Theodore J. Deutz's RCM Capital Management Experience May 1997 - March 2006
Job Managing Director and President, Lynx Capital, LLC
Industry Investment Management
Experience
United Bridge Partners, L.P. September 2014 - Present
Lynx Capital, LLC January 2010 - Present
RCM Capital Management May 1997 - March 2006
Bankers Trust Company March 1988 - May 1993
Skills
Hedge Funds, Product Management, Series 7, Alternative Investments, Securities, Equities, Fixed Income, Series 63, Bloomberg, Management, Private Equity, Marketing, Investment Management, Leadership, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Series 24, Investments
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1989
MBA, Real Estate Finance
Franklin & Marshall College 1980 — 1984
BA, Joint Major: Biology & Psychology
New Providence High School
United Bridge Partners, L.P. September 2014 - Present
Lynx Capital, LLC January 2010 - Present
RCM Capital Management May 1997 - March 2006
Bankers Trust Company March 1988 - May 1993
Skills
Hedge Funds, Product Management, Series 7, Alternative Investments, Securities, Equities, Fixed Income, Series 63, Bloomberg, Management, Private Equity, Marketing, Investment Management, Leadership, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Series 24, Investments
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1989
MBA, Real Estate Finance
Franklin & Marshall College 1980 — 1984
BA, Joint Major: Biology & Psychology
New Providence High School
Debra McNeill's RCM Capital Management Experience 1986 - 1990
Job Equity Portfolio Consulting at Quantitative Outsourcing
Industry Graphic Design
Experience
Tobacco Root Solutions December 2005 - Present
Quantitative Outsourcing/Tobacco Root Solutions May 2006 - Present
Fremont Investment Advisors March 1997 - May 2004
Equity Portfolio Manager July 1990 - August 1996
RCM Capital Management 1986 - 1990
Security Pacific Bank 1985 - 1986
Skills
Web Design, Marketing, Website Development, Advertising, Web Development, Social Media, Joomla, Logo Design, Copywriting, Microsoft Office, CMS, Brochures, Layout, Web Marketing, Graphic Design, Photoshop, Web Applications, Photography, Data Organization and..., Content Management..., Industry Analyses, Equity Research Analysis, Equity Portfolio...
Education
University of California, Berkeley 1981 — 1984
BS, Finance and Management Science
Tobacco Root Solutions December 2005 - Present
Quantitative Outsourcing/Tobacco Root Solutions May 2006 - Present
Fremont Investment Advisors March 1997 - May 2004
Equity Portfolio Manager July 1990 - August 1996
RCM Capital Management 1986 - 1990
Security Pacific Bank 1985 - 1986
Skills
Web Design, Marketing, Website Development, Advertising, Web Development, Social Media, Joomla, Logo Design, Copywriting, Microsoft Office, CMS, Brochures, Layout, Web Marketing, Graphic Design, Photoshop, Web Applications, Photography, Data Organization and..., Content Management..., Industry Analyses, Equity Research Analysis, Equity Portfolio...
Education
University of California, Berkeley 1981 — 1984
BS, Finance and Management Science
Mark A. Platt Jr., CMT's RCM Capital Management Experience September 1996 - April 1998
Job Trader
Industry Capital Markets
Experience
Paulson Commodities/PGT March 2011 - Present
PCM, LLC September 2008 - Present
Pacific Growth Equities June 1998 - September 2008
RCM Capital Management September 1996 - April 1998
Standard Chartered Bank September 1995 - May 1996
Skills
Trading, Bloomberg, Investment Banking, Options, Equities, Commodity, Investments, Securities, Equity Trading, Capital Markets, Hedging, Technical Analysis, Currency, Finance, Foreign Exchange, Management, Hedge Funds, Portfolio Management, Derivatives
Education
Santa Clara University 1991 — 1995
BS, Political Science
Paulson Commodities/PGT March 2011 - Present
PCM, LLC September 2008 - Present
Pacific Growth Equities June 1998 - September 2008
RCM Capital Management September 1996 - April 1998
Standard Chartered Bank September 1995 - May 1996
Skills
Trading, Bloomberg, Investment Banking, Options, Equities, Commodity, Investments, Securities, Equity Trading, Capital Markets, Hedging, Technical Analysis, Currency, Finance, Foreign Exchange, Management, Hedge Funds, Portfolio Management, Derivatives
Education
Santa Clara University 1991 — 1995
BS, Political Science
Clarisse B. Lilley's RCM Capital Management Experience December 2007 - March 2008
Job Finance Executive Consultant at Robert Half Management Resources
Industry Accounting
Experience
Robert Half Management Resources May 2013 - Present
Atchley & Associates, LLP August 2012 - November 2013
Dell January 2012 - August 2012
HomeAway.com July 2011 - November 2011
KIPP Foundation March 2011 - July 2011
Wallace & Company January 2001 - June 2011
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties April 2008 - December 2010
RCM Capital Management December 2007 - March 2008
McKesson August 2007 - November 2007
Identrus August 2004 - July 2006
Skills
Financial Accounting, Auditing, Accounts Reconciliation, Federal & State Taxes, Payroll, Budgeting, Microsoft Excel, Microsoft Word, Lacerte, ProSystem fx Tax, Oracle E-Business Suite, Sage MIP, QuickBooks, Tax, Account Reconciliation, Budgets
Education
University of Santo Tomas 1984 — 1988
Bachelor of Commerce (B.Com.), Accounting, Cumlaude
Manila Science High School 1980 — 1984
High School
De La Salle University
Masters, Business Administration and Management, General, 27 earned units
Robert Half Management Resources May 2013 - Present
Atchley & Associates, LLP August 2012 - November 2013
Dell January 2012 - August 2012
HomeAway.com July 2011 - November 2011
KIPP Foundation March 2011 - July 2011
Wallace & Company January 2001 - June 2011
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties April 2008 - December 2010
RCM Capital Management December 2007 - March 2008
McKesson August 2007 - November 2007
Identrus August 2004 - July 2006
Skills
Financial Accounting, Auditing, Accounts Reconciliation, Federal & State Taxes, Payroll, Budgeting, Microsoft Excel, Microsoft Word, Lacerte, ProSystem fx Tax, Oracle E-Business Suite, Sage MIP, QuickBooks, Tax, Account Reconciliation, Budgets
Education
University of Santo Tomas 1984 — 1988
Bachelor of Commerce (B.Com.), Accounting, Cumlaude
Manila Science High School 1980 — 1984
High School
De La Salle University
Masters, Business Administration and Management, General, 27 earned units
Flora Cheung's RCM Capital Management Experience January 1999 - December 2010
Job VP Finance at Allianz
Industry Financial Services
Experience
Allianz January 2011 - Present
rcm capital management January 1999 - December 2010
montgomery asset management 1997 - 1999
Skills
Investments, Asset Managment, Financial Analysis, Financial Modeling, Due Diligence, Mergers, Business Development, Real Estate, Valuation
Education
Golden Gate University 1988 — 1991
Bachelor of Science (BS), Accounting
Golden Gate University
Master's degree, Taxation
Allianz January 2011 - Present
rcm capital management January 1999 - December 2010
montgomery asset management 1997 - 1999
Skills
Investments, Asset Managment, Financial Analysis, Financial Modeling, Due Diligence, Mergers, Business Development, Real Estate, Valuation
Education
Golden Gate University 1988 — 1991
Bachelor of Science (BS), Accounting
Golden Gate University
Master's degree, Taxation
Ed Allinson's RCM Capital Management Experience 2003 - 2005
Job International portfolio manager at lord abbett
Industry Financial Services
Experience
lord abbett August 2005 - Present
RCM Capital Management 2003 - 2005
Mellon growth advisors 2001 - 2003
Brown Brothers Harriman 1991 - 1999
Skills
Mutual Funds, Equities, Asset Management, Investments, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Investment Management, Securities, Valuation
Education
University of Pennsylvania - The Wharton School (CA) 1989 — 1991
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Financial Management Services
lawrenceville
lord abbett August 2005 - Present
RCM Capital Management 2003 - 2005
Mellon growth advisors 2001 - 2003
Brown Brothers Harriman 1991 - 1999
Skills
Mutual Funds, Equities, Asset Management, Investments, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Investment Management, Securities, Valuation
Education
University of Pennsylvania - The Wharton School (CA) 1989 — 1991
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Financial Management Services
lawrenceville
Svetlana Bilsky's RCM Capital Management Experience June 2000 - December 2004
Job Consultant Relations at Polen Capital Management
Industry Investment Management
Experience
Polen Capital Management February 2005 - Present
RCM 2000 - 2005
RCM Capital Management June 2000 - December 2004
TD Ameritrade October 1997 - April 2000
Education
Rutgers University-New Brunswick 1993 — 1997
Polen Capital Management February 2005 - Present
RCM 2000 - 2005
RCM Capital Management June 2000 - December 2004
TD Ameritrade October 1997 - April 2000
Education
Rutgers University-New Brunswick 1993 — 1997
Jim Boswell's RCM Capital Management Experience September 1991 - January 1996
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2013 - Present
UBS Investment Bank July 2006 - August 2013
UBS 2006 - August 2013
Bear, Stearns & Co. Inc. 1996 - 2006
RCM Capital Management September 1991 - January 1996
Education
San Francisco State University 1990 — 1993
Finance, General
Westwood High School 1986 — 1988
San Francisco State University
Wells Fargo Securities October 2013 - Present
UBS Investment Bank July 2006 - August 2013
UBS 2006 - August 2013
Bear, Stearns & Co. Inc. 1996 - 2006
RCM Capital Management September 1991 - January 1996
Education
San Francisco State University 1990 — 1993
Finance, General
Westwood High School 1986 — 1988
San Francisco State University
Michael Carollo's RCM Capital Management Experience August 1992 - Present
Job Chief Engineer at RCM Capital Management
Industry Information Technology and Services
Experience
RCM Capital Management August 1992 - Present
Education
University of California, San Diego 1984 — 1990
RCM Capital Management August 1992 - Present
Education
University of California, San Diego 1984 — 1990
Dora Fong's RCM Capital Management Experience April 1996 - December 2010
Job Director, Head of Financial Planning & Analytics, US at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors May 2014 - Present
Allianz Asset Management (Allianz SE purchased RCM Capital Management) January 2011 - May 2014
RCM Capital Management April 1996 - December 2010
RCM Capital Management July 1994 - March 1996
Citicorp Bankers Leasing Corporation November 1993 - June 1994
Citicorp Bankers Leasing Corporation March 1993 - October 1993
Macy's California January 1992 - June 1992
P&M Cedar Products, Inc. February 1990 - December 1991
P&M Cedar Products, Inc. August 1988 - January 1990
Bowman & Company, CPA's January 1987 - July 1988
Skills
Asset Managment, Mutual Funds, Forecasting, Financial Analysis, Strategic Financial..., Budgets, Business Development, Transfer Pricing, Acquisitions, Due Diligence, Office Management, Travel Management
Education
California State University-Sacramento
Bachelor of Science (BS), Accounting
Allianz Global Investors May 2014 - Present
Allianz Asset Management (Allianz SE purchased RCM Capital Management) January 2011 - May 2014
RCM Capital Management April 1996 - December 2010
RCM Capital Management July 1994 - March 1996
Citicorp Bankers Leasing Corporation November 1993 - June 1994
Citicorp Bankers Leasing Corporation March 1993 - October 1993
Macy's California January 1992 - June 1992
P&M Cedar Products, Inc. February 1990 - December 1991
P&M Cedar Products, Inc. August 1988 - January 1990
Bowman & Company, CPA's January 1987 - July 1988
Skills
Asset Managment, Mutual Funds, Forecasting, Financial Analysis, Strategic Financial..., Budgets, Business Development, Transfer Pricing, Acquisitions, Due Diligence, Office Management, Travel Management
Education
California State University-Sacramento
Bachelor of Science (BS), Accounting
Darin Fierstein's RCM Capital Management Experience 2007 - Present
Job Research Analyst at RCM Capital Management
Industry Investment Management
Experience
RCM Capital Management 2007 - Present
Homestore 2000 - 2002
Montgomery Securities 1995 - 1998
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Finance
University of California, Santa Barbara
RCM Capital Management 2007 - Present
Homestore 2000 - 2002
Montgomery Securities 1995 - 1998
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Finance
University of California, Santa Barbara
Roy Lobo's RCM Capital Management Experience 1992 - 1996
Job
Industry Computer Software
Experience
Saba 2010 - Present
Oracle 2006 - 2010
Consulting 2002 - 2005
Moors & Cabot 1997 - 2001
RCM Capital Management 1992 - 1996
Skills
Strong Analytical Skills, Competitive Analysis, Corporate Strategy, Strategic Messaging, Collaboration, Investor Relations, Financial Modeling &..., Financial Planning &..., Valuation, Business Strategy, Strategic Communications, Finance, Portfolio Management, SaaS, Due Diligence, Strategic Partnerships
Education
University of California, Santa Cruz 2001 — 2003
Post Baccalaureate, Engineering - Specializing in E-Commerce
CFA Institute 1997 — 2000
Chartered Financial Analyst
San Francisco State University 1988 — 1991
Bachelor of Science, Finance
Saba 2010 - Present
Oracle 2006 - 2010
Consulting 2002 - 2005
Moors & Cabot 1997 - 2001
RCM Capital Management 1992 - 1996
Skills
Strong Analytical Skills, Competitive Analysis, Corporate Strategy, Strategic Messaging, Collaboration, Investor Relations, Financial Modeling &..., Financial Planning &..., Valuation, Business Strategy, Strategic Communications, Finance, Portfolio Management, SaaS, Due Diligence, Strategic Partnerships
Education
University of California, Santa Cruz 2001 — 2003
Post Baccalaureate, Engineering - Specializing in E-Commerce
CFA Institute 1997 — 2000
Chartered Financial Analyst
San Francisco State University 1988 — 1991
Bachelor of Science, Finance
Maria DeVries's RCM Capital Management Experience September 1991 - December 1995
Job IT Busines Analyst Senior at Bank of the West
Industry Financial Services
Experience
Bank of the West August 2008 - Present
CMG Mortgage November 2007 - August 2008
Diablo Funding Group April 2005 - November 2007
Bank of the West March 1999 - January 2000
Bank of America March 1998 - March 1999
RCM Capital Management September 1991 - December 1995
Skills
Analysis, Business Process, Management, Cross-functional Team...
Education
Fordham University 1977 — 1981
BS, Finance/Quantitative Methods
Santa Clara University
Bank of the West August 2008 - Present
CMG Mortgage November 2007 - August 2008
Diablo Funding Group April 2005 - November 2007
Bank of the West March 1999 - January 2000
Bank of America March 1998 - March 1999
RCM Capital Management September 1991 - December 1995
Skills
Analysis, Business Process, Management, Cross-functional Team...
Education
Fordham University 1977 — 1981
BS, Finance/Quantitative Methods
Santa Clara University
Margaret Reid, CFA's RCM Capital Management Experience March 2006 - September 2013
Job Vice President, Senior Investment Analyst, HighMark Capital
Industry Investment Management
Experience
HighMark Capital Management September 2013 - Present
RCM Capital Management March 2006 - September 2013
Piper Jaffray 2000 - 2003
Skills
Series 7, Equities, Asset Managment, Portfolio Management, Investment Strategies, Bloomberg, Investments, Mutual Funds, Series 63, Wealth Management, Equity Research, Asset Allocation, Financial Analysis, Chartered Financial..., Hedge Funds, Alternative Investments, Asset Management, Investment Management
Education
California State University-Sacramento
International Relations
HighMark Capital Management September 2013 - Present
RCM Capital Management March 2006 - September 2013
Piper Jaffray 2000 - 2003
Skills
Series 7, Equities, Asset Managment, Portfolio Management, Investment Strategies, Bloomberg, Investments, Mutual Funds, Series 63, Wealth Management, Equity Research, Asset Allocation, Financial Analysis, Chartered Financial..., Hedge Funds, Alternative Investments, Asset Management, Investment Management
Education
California State University-Sacramento
International Relations
Barbara Bruser (E-mail)'s RCM Capital Management Experience 1976 - 1987
Job Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management June 2010 - Present
City National Asset Management September 2002 - 2010
Bank of America 1998 - 2002
First Interstate Bank 1994 - 1998
RCM Capital Management 1976 - 1987
Skills
Equities, Investment Management, Investments, Alternative Investments, Fixed Income, Wealth Management
Education
University of California, Santa Barbara 1968 — 1972
BA, History, Comp Lit
Univeristy of Western Ontario
First Republic Investment Management June 2010 - Present
City National Asset Management September 2002 - 2010
Bank of America 1998 - 2002
First Interstate Bank 1994 - 1998
RCM Capital Management 1976 - 1987
Skills
Equities, Investment Management, Investments, Alternative Investments, Fixed Income, Wealth Management
Education
University of California, Santa Barbara 1968 — 1972
BA, History, Comp Lit
Univeristy of Western Ontario
Kathy Yeck's RCM Capital Management Experience 1993 - 1997
Job eBusiness Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank 2007 - Present
Charles Schwab 1999 - 2003
RCM Capital Management 1993 - 1997
Skills
Business Analysis, Software Project..., SDLC, Management, Requirements Analysis, Project Management, Process Improvement
Education
Coleman College 1979 — 1981
Bachelors in Computer Science
Wells Fargo Bank 2007 - Present
Charles Schwab 1999 - 2003
RCM Capital Management 1993 - 1997
Skills
Business Analysis, Software Project..., SDLC, Management, Requirements Analysis, Project Management, Process Improvement
Education
Coleman College 1979 — 1981
Bachelors in Computer Science
Caulfield, Colleen A.'s RCM Capital Management Experience March 1999 - December 2012
Job Relationship Management
Industry Financial Services
Experience
RCM Capital Management March 1999 - December 2012
Jurika & Voyles 1993 - 1999
Education
University of Oregon 1988 — 2002
Bachelor of Science, Psychology
Bishop O'Dowd High School 1985 — 1988
RCM Capital Management March 1999 - December 2012
Jurika & Voyles 1993 - 1999
Education
University of Oregon 1988 — 2002
Bachelor of Science, Psychology
Bishop O'Dowd High School 1985 — 1988
Nancy Barlet's RCM Capital Management Experience 1984 - 2001
Job Sr Administrator at Ginsburg Financial Advisors
Industry Financial Services
Experience
Ginsburg Financial Advisors March 2008 - April 2014
RCM Capital Management 1984 - 2001
RCM Capital Management 1984 - 2001
Skills
Management, Portfolio Management, Asset Managment, Investments, Asset Management, Financial Services, Equities, Financial Analysis, Public Speaking, Fixed Income, Mutual Funds, Business Analysis, Hedge Funds, Securities, Risk Management
Education
Golden Gate University 1986 — 1989
MBA, Finance
Rider University 1966 — 1970
BA, Education
Ginsburg Financial Advisors March 2008 - April 2014
RCM Capital Management 1984 - 2001
RCM Capital Management 1984 - 2001
Skills
Management, Portfolio Management, Asset Managment, Investments, Asset Management, Financial Services, Equities, Financial Analysis, Public Speaking, Fixed Income, Mutual Funds, Business Analysis, Hedge Funds, Securities, Risk Management
Education
Golden Gate University 1986 — 1989
MBA, Finance
Rider University 1966 — 1970
BA, Education
Cong Pham's RCM Capital Management Experience April 2001 - July 2005
Job Accounting Manager at Energy Alloys
Industry Accounting
Experience
Energy Alloys February 2014 - Present
Schlumberger July 2012 - February 2014
Schlumberger November 2009 - July 2012
US Fiduciary March 2008 - May 2009
M-I SWACO February 2007 - March 2008
Outsource Partners International October 2005 - January 2007
RCM Capital Management April 2001 - July 2005
Aureflam Corporation January 1999 - April 2001
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Bookkeeping, Accounts Payable, Journal Entries, Accounts Receivable, Internal Controls, Income Tax, GAAP, Tax Returns, Financial Analysis, Financial Statements, Cost Accounting, Fixed Assets
Education
The University of Texas at Austin 1984 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Energy Alloys February 2014 - Present
Schlumberger July 2012 - February 2014
Schlumberger November 2009 - July 2012
US Fiduciary March 2008 - May 2009
M-I SWACO February 2007 - March 2008
Outsource Partners International October 2005 - January 2007
RCM Capital Management April 2001 - July 2005
Aureflam Corporation January 1999 - April 2001
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Bookkeeping, Accounts Payable, Journal Entries, Accounts Receivable, Internal Controls, Income Tax, GAAP, Tax Returns, Financial Analysis, Financial Statements, Cost Accounting, Fixed Assets
Education
The University of Texas at Austin 1984 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Bob Rezaee's RCM Capital Management Experience 1993 - 1999
Job Principal & Portfolio Manager at Newmark Investment Management LLC
Industry Investment Management
Experience
Newmark Investment Management LLC January 2013 - Present
Cavanal Hill Investment Management June 2006 - December 2012
Columbus Capital Management LLP 2004 - 2006
McMorgan & Company 2003 - 2004
Montgomery Asset Management 1998 - 2003
RCM Capital Management 1993 - 1999
Gap Inc. 1988 - 1993
Skills
Investment Strategies, Equities, Portfolio Management, Asset Managment, Investments, Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Securities, Bloomberg, Finance, Asset Management, Equity Research
Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Newmark Investment Management LLC January 2013 - Present
Cavanal Hill Investment Management June 2006 - December 2012
Columbus Capital Management LLP 2004 - 2006
McMorgan & Company 2003 - 2004
Montgomery Asset Management 1998 - 2003
RCM Capital Management 1993 - 1999
Gap Inc. 1988 - 1993
Skills
Investment Strategies, Equities, Portfolio Management, Asset Managment, Investments, Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Securities, Bloomberg, Finance, Asset Management, Equity Research
Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Eric Hunter, CPA's RCM Capital Management Experience January 1990 - February 2002
Job Senior Tax Accountant
Industry Accounting
Experience
Eric Hunter Bookkeeping January 2005 - Present
Burr Pilger Mayer Inc September 2010 - May 2013
Borgen & Gallin Real Estate January 2003 - March 2006
RCM Capital Management January 1990 - February 2002
Skills
Accounting, Bookkeeping, Tax Preparation, QuickBooks, Small Business, Financial Reporting, Corporate Tax, Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Office, Financial Accounting
Education
San Francisco State University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting
San Francisco State University 2007 — 2009
Master of Music, Classical Performance
San Francisco State University 2003 — 2007
Bachelor of Music, Classical Performance
Eric Hunter Bookkeeping January 2005 - Present
Burr Pilger Mayer Inc September 2010 - May 2013
Borgen & Gallin Real Estate January 2003 - March 2006
RCM Capital Management January 1990 - February 2002
Skills
Accounting, Bookkeeping, Tax Preparation, QuickBooks, Small Business, Financial Reporting, Corporate Tax, Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Office, Financial Accounting
Education
San Francisco State University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting
San Francisco State University 2007 — 2009
Master of Music, Classical Performance
San Francisco State University 2003 — 2007
Bachelor of Music, Classical Performance
Conni Brinkman's RCM Capital Management Experience January 2001 - March 2008
Job Managing Director at Quantum Capital Management
Industry Investment Management
Experience
Quantum Capital Management September 2009 - September 2011
Lateef Investment Management June 2008 - March 2009
RCM Capital Management January 2001 - March 2008
Lazard Asset Management June 1999 - January 2001
Atalanta/Sosnoff Capital Corporation September 1998 - June 1999
Sanford C. Bernstein & Co, Inc. September 1996 - September 1998
Education
Boston College 1992 — 1996
B.S., Finance
Quantum Capital Management September 2009 - September 2011
Lateef Investment Management June 2008 - March 2009
RCM Capital Management January 2001 - March 2008
Lazard Asset Management June 1999 - January 2001
Atalanta/Sosnoff Capital Corporation September 1998 - June 1999
Sanford C. Bernstein & Co, Inc. September 1996 - September 1998
Education
Boston College 1992 — 1996
B.S., Finance
Chris Moshy's RCM Capital Management Experience January 1994 - December 2002
Job Portfolio Manager at Bailard, Inc.
Industry Investment Management
Experience
Bailard, Inc. April 2015 - Present
Primary Funds, LLC April 2002 - March 2015
RCM Capital Management January 1994 - December 2002
Skills
Portfolio Management
Education
Cornell University 1991 — 1993
Master's degree, MBA
University of California, San Diego 1984 — 1987
Bachelor’s Degree, Economics
Bailard, Inc. April 2015 - Present
Primary Funds, LLC April 2002 - March 2015
RCM Capital Management January 1994 - December 2002
Skills
Portfolio Management
Education
Cornell University 1991 — 1993
Master's degree, MBA
University of California, San Diego 1984 — 1987
Bachelor’s Degree, Economics
Aimee Morgan Hlousek's RCM Capital Management Experience June 2002 - October 2012
Job Office Manager at Indus Capital
Industry Investment Management
Experience
Indus Capital November 2014 - Present
RCM Capital Management June 2002 - October 2012
T. Rowe Price August 2005 - February 2006
Skills
Hedge Funds, Mutual Funds, Asset Managment, Equities, Alternative Investments, Portfolio Management, Fixed Income, Bloomberg, Investments, Series 7, Investment Management, Asset Allocation, Securities, Series 63, Financial Services, Wealth Management, Financial Analysis, Private Equity, Marketing Communications, Product Marketing, Marketing Strategy, Relationship Management, ETFs, Fund Of Funds, Asset Management
Education
Saint Mary's College of California 2009 — 2010
Masters of Science, Financial Analytics & Investment Management
California State University-Sacramento
BS, Business Administration; Marketing Concentration
Indus Capital November 2014 - Present
RCM Capital Management June 2002 - October 2012
T. Rowe Price August 2005 - February 2006
Skills
Hedge Funds, Mutual Funds, Asset Managment, Equities, Alternative Investments, Portfolio Management, Fixed Income, Bloomberg, Investments, Series 7, Investment Management, Asset Allocation, Securities, Series 63, Financial Services, Wealth Management, Financial Analysis, Private Equity, Marketing Communications, Product Marketing, Marketing Strategy, Relationship Management, ETFs, Fund Of Funds, Asset Management
Education
Saint Mary's College of California 2009 — 2010
Masters of Science, Financial Analytics & Investment Management
California State University-Sacramento
BS, Business Administration; Marketing Concentration
Brookes Chalfant's RCM Capital Management Experience September 2001 - December 2007
Job Manager, FP&A at L Brands International
Industry Retail
Experience
L Brands March 2014 - Present
Limited Brands / Bath & Body Works Direct June 2010 - March 2014
RCM Capital Management September 2001 - December 2007
Skills
Corporate Finance, Financial Modeling, Financial Reporting, Valuation, Strategic Financial..., Forecasting, Financial Analysis, Finance, Process Improvement, Essbase, Analysis, Management
Education
University of Notre Dame 2009 — 2010
MBA, Corporate Finance
University of Kentucky 1993 — 1997
BBA, Finance
L Brands March 2014 - Present
Limited Brands / Bath & Body Works Direct June 2010 - March 2014
RCM Capital Management September 2001 - December 2007
Skills
Corporate Finance, Financial Modeling, Financial Reporting, Valuation, Strategic Financial..., Forecasting, Financial Analysis, Finance, Process Improvement, Essbase, Analysis, Management
Education
University of Notre Dame 2009 — 2010
MBA, Corporate Finance
University of Kentucky 1993 — 1997
BBA, Finance
Mervyn Owens's RCM Capital Management Experience August 2005 - June 2007
Job Desktop Support Technician at Asset Management Firm
Industry Investment Management
Experience
Asset Management Firm February 2014 - Present
Mellon Capital Management June 2007 - February 2014
RCM Capital Management August 2005 - June 2007
Asoka USA Corporation October 2004 - August 2005
Alameda Computer Center August 2002 - June 2004
Excite@Home June 1999 - February 2002
Dresdner RCM Global Investors June 1995 - June 1999
Skills
Microsoft Office, Lotus Notes, Outlook, Bloomberg, Active Directory, Windows 7, Microsoft Exchange, Blackberry, Mac OS X, Asset Managment, XP, VMware, Windows, Troubleshooting, Vendor Management, A Certified, Cisco IOS, Computer Repair, DNS, Dameware, CompTIA A, Computer Hardware, Hardware, Help Desk Support, Laptops, Microsoft Office 2003, Microsoft SQL Server, Networking, Norton Ghost, OS X, Printers, Program Management, Remote Desktop, SharePoint, Software Documentation, Symantec Endpoint..., System Administration, Technical Support, VMware ESX, VPN, Windows 7 Migration, Windows Server, Windows XP, Windows XP Pro
Education
ALAMEDA COMPUTER CENTER 2002 — 2002
California State University-Hayward 1981 — 1987
B.A. Degree, Theatre Arts
Asset Management Firm February 2014 - Present
Mellon Capital Management June 2007 - February 2014
RCM Capital Management August 2005 - June 2007
Asoka USA Corporation October 2004 - August 2005
Alameda Computer Center August 2002 - June 2004
Excite@Home June 1999 - February 2002
Dresdner RCM Global Investors June 1995 - June 1999
Skills
Microsoft Office, Lotus Notes, Outlook, Bloomberg, Active Directory, Windows 7, Microsoft Exchange, Blackberry, Mac OS X, Asset Managment, XP, VMware, Windows, Troubleshooting, Vendor Management, A Certified, Cisco IOS, Computer Repair, DNS, Dameware, CompTIA A, Computer Hardware, Hardware, Help Desk Support, Laptops, Microsoft Office 2003, Microsoft SQL Server, Networking, Norton Ghost, OS X, Printers, Program Management, Remote Desktop, SharePoint, Software Documentation, Symantec Endpoint..., System Administration, Technical Support, VMware ESX, VPN, Windows 7 Migration, Windows Server, Windows XP, Windows XP Pro
Education
ALAMEDA COMPUTER CENTER 2002 — 2002
California State University-Hayward 1981 — 1987
B.A. Degree, Theatre Arts