San Diego City Employees Retirement System

Description

Address: 401 W A St, San Diego, CA 92101 Phone: (619) 525-3600: : Hours: : Place name: Category: Website: : : : Website: https://www.sdcers.org Category: City government office 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?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (3)

San Diego City Employees Retirement System List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at San Diego City Employees Retirement System. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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17 San Diego City Employees Retirement System employees in database. Find out everything there's to know about San Diego City Employees Retirement System employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

San Diego City Employees Retirement System Employees

Employee
Years
Job
Industry
Tasha Roth Tasha Roth Greater San Diego Area Details
Tasha Roth's San Diego City Employees Retirement System Experience May 2009 - July 2009
Job Program Control Analyst, Manager
Industry Defense & Space
Experience
Cubic  August 2010 - Present
Ashford University  July 2009 - February 2010
San Diego City Employees Retirement System   May 2009 - July 2009
Access Nurses  June 2008 - February 2009
New Mexico State University  November 2006 - May 2008
TRiO Program, Student Support Services   September 2006 - February 2007
Law Offices  September 2004 - August 2005

Skills
Financial Reporting, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Strategic Planning, Microsoft Office, PowerPoint, Program Management, Management, Research, Leadership, Process Improvement, Budgets, Project Management

Education
University of California, San Diego   2015 — 2017
Certificate, Systems Engineering

University of California, San Diego   2014 — 2016
Certificate, Project Management

New Mexico State University   2003 — 2008
B.A, Communication Studies (Organizational, Interpersonal, and Intercultural)

Academy of Our Lady of Peace   1999 — 2003
HS Diploma

Herb Morgan Herb Morgan Greater San Diego Area Details
Herb Morgan's San Diego City Employees Retirement System Experience May 2009 - July 2013
Job Founder, CEO & Chief Investment Officer
Industry Investment Management
Experience
Efficient Market Advisors, LLC   July 2004 - Present
Forbes.com  March 2009 - Present
Theta Chi Fraternity  July 2014 - Present
San Diego City Employees Retirement System   May 2009 - July 2013
Theta Chi Fraternity, International Headquarters   2005 - June 2011
Sand Hill Global Advisors  August 2007 - January 2010
Linsco Private Ledger  2002 - 2004
Dreyfus  2000 - 2003
ING Funds (Pilgrim)   1996 - 2000
J & W Seligman & Co., Inc   December 1990 - July 1996

Skills
Economic Research, Finance, Investments, Government, Asset Allocation, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Financial Modeling, Retirement, Hedge Funds, Fixed Income, Investment Advisory, Economics, Strategic Financial..., Capital Markets, Mutual Funds, Market Analysis, Retirement Planning, Series 7, Asset Management, ETFs, Analysis, Corporate Finance, Commodity, Equities, Leadership, Market Research, Financial Services, Data Analysis, Securities, Financial Markets, Investment Management, Valuation, Alternative Investments, Asset Managment, Management, Financial Analysis, Estate Planning, Equity Research, Bonds, 401k, Bloomberg, Technical Analysis, Quantitative Analytics, Derivatives, Emerging Markets

Education
University of California, Santa Cruz   1984 — 1988
BA (Honors), Economics

El Camino High School   1980 — 1984
High School Diploma

David Wescoe David Wescoe Greater San Diego Area Details
David Wescoe's San Diego City Employees Retirement System Experience 2006 - 2009
Job President at Efficient Market Advisors, LLC
Industry Financial Services
Experience
Efficient Market Advisors, LLC   February 2014 - Present
Motion Picture Industry Pension & Health Plans  2009 - 2012
San Diego City Employees' Retirement System  2006 - 2009
Messner and Smith   2005 - 2006
Northwestern Mutual  1999 - 2004
ManpowerGroup  1994 - 1999
Nicolet Instrument Corporation  1989 - 1993
Lindquist & Vennum  1985 - 1989
US Securities and Exchange Commission  1982 - 1985
Simpson Thacher & Bartlett LLP  1979 - 1982

Education
Columbia Law School   1976 — 1979
Doctor of Law (J.D.)

University of Kansas   1975 — 1976
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics

Brown University   1972 — 1975
Classics and Classical Languages, Literatures, and Linguistics

Trinity School   1970 — 1972
Diploma

Carol Broad Carol Broad Greater San Diego Area Details
Carol Broad's San Diego City Employees Retirement System Experience April 2015 - Present
Job Independent Trustee at San Diego City Employees Retirement System
Industry Investment Management
Experience
San Diego City Employees Retirement System   April 2015 - Present
PREDEX Core Real Estate Fund   March 2013 - Present
San Diego Social Venture Partners  April 2010 - April 2013
Russell Investments  November 1999 - February 2011
Institutional Property Consultants   November 1989 - November 1999
Public Storage  September 1986 - June 1988

Skills
Investments, Portfolio Management, Due Diligence, Asset Management, Investment Strategies, Real Estate Economics, Finance, Mutual Funds, Real Estate, Fund Of Funds, Investment Management, Institutional..., Private Equity, Alternative Investments, Valuation, Venture Capital, Hedge Funds

Education
UCLA Anderson School of Management
MBA

UCLA
Bachelor of Science (BS)

La Jolla High School

Lee Parravano, CPA Lee Parravano, CPA San Diego, California Details
Lee Parravano, CPA's San Diego City Employees Retirement System Experience September 2013 - Present
Job Internal Auditor at San Diego City Employees Retirement System
Industry Accounting
Experience
San Diego City Employees Retirement System   September 2013 - Present
White Nelson Diehl Evans LLP  September 2002 - September 2013

Skills
Accounting, Income Tax, Corporate Tax, Partnership Taxation, Financial Accounting, Government, Income Statement, Fund Accounting, General Ledger, Internal Audit, Assurance, Budgets, CPA, Finance, P, Revenue Recognition, Sarbanes-Oxley Act, Tax Preparation, US GAAP

Education
University of California, Santa Barbara   2000 — 2002
Bachelor's degree, Accounting

Kyle Elser, CPA, CIA, CFE Kyle Elser, CPA, CIA, CFE Greater San Diego Area Details
Kyle Elser, CPA, CIA, CFE's San Diego City Employees Retirement System Experience April 2012 - April 2013
Job Assistant City Auditor at City of San Diego
Industry Government Administration
Experience
City of San Diego  April 2013 - Present
San Diego City Employees Retirement System   April 2012 - April 2013
City of San Diego  July 2007 - April 2012
City of San Diego  January 1995 - July 2007
Kornfeld & Levy, Certified Public Accountants   February 1988 - January 1995

Skills
Internal Controls, Auditing, Risk Assessment, Internal Audit, Payroll, Fraud, Performance Auditing, Government, Financial Audits, Accounting, Financial Statements, COSO, Tax, Sarbanes-Oxley Act, Enterprise Risk..., Financial Reporting, Certified Fraud Examiner, CPA, Contract Management, Data Analysis, Leadership, Risk Management, GAAP, Analysis, Finance, Policy, Local Government, Forensic Accounting, Quality Auditing, Assurance, IT Audit, CISA, Financial Analysis, Budgets

Education
Humboldt State University   1985 — 1987
B.S., Business Administration - Accounting

IIA, ACFE

IIA, ACFE

Bill Sheffler Bill Sheffler Greater San Diego Area Details
Bill Sheffler's San Diego City Employees Retirement System Experience April 2005 - March 2009
Job Owner, SMI Pensions
Industry Financial Services
Experience
SMI Pensions   May 2001 - Present
Sheffler Consulting Actuaries, Inc.   February 1982 - Present
San Diego City Employees Retirement System   April 2005 - March 2009
San Diego Pension Reform Committee   October 2003 - September 2004
Richard F. Camus & Associates   January 1981 - January 1982
Security Benefit Life Insurance Company   January 1975 - January 1981

Skills
ERISA, Retirement, Valuation, Defined Benefit, Pensions, 401k, Retirement Plan..., Employee Benefits, Profit Sharing, Defined Contribution, Pension Administration, Investments, Actuarial Science, Fixed Annuities, Retirement Planning, Pension Funds, Portfolio Management, Qualified Retirement..., Asset Allocation, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2008 — 2008
Pension Investment Finance

University of Arizona   1969 — 1971
Master of Arts, Mathematics

Technical University Munich   1969 — 1969
German Language and Literature

Claremont McKenna College   1965 — 1969
Bachelor's Degree, Economics and Mathematics

Society of Actuaries
Associate, Pension Actuarial Science

Christina C. Chadwick Christina C. Chadwick Greater San Diego Area Details
Christina C. Chadwick's San Diego City Employees Retirement System Experience October 2012 - January 2015
Job Vice President of Communications at the Downtown San Diego Partnership
Industry Government Administration
Experience
Downtown San Diego Partnership  January 2015 - Present
San Diego City Employees Retirement System   October 2012 - January 2015
State of California, Office of Assemblyman Nathan Fletcher   January 2011 - October 2012
City of San Diego  July 2007 - November 2010

Skills
Media Relations, Strategic Communications, Public Policy, Crisis Communications, Public Relations, Community Outreach, Public Affairs, Social Media, Local Government, Government, Community Development

Education
University of San Diego   2004 — 2007
B.A., Communication/Political Science

Patricia Cantrell Patricia Cantrell Greater San Diego Area Details
Patricia Cantrell's San Diego City Employees Retirement System Experience September 2001 - Present
Job Retirement Assistant at San Diego City Employees Retirement System
Industry Civic & Social Organization
Experience
San Diego City Employees Retirement System   September 2001 - Present
Radelow Gittins Real Property Management Corporation   October 2010 - September 2011
Law Offices of C.I.R.   February 2000 - October 2000
Viejas Casino Administration   June 1998 - October 1999
State of California, State Compensation Insurance Fund   February 1993 - June 1994
Humphrey, Inc.   April 1991 - February 1993
San Diego Community College District  March 1990 - March 1991

Skills
Pensions, Policy, Asset Managment, Outlook, Microsoft Office, Microsoft Excel, 401k, Government, Customer Service, Strategic Planning, Community Outreach, Leadership, Budgets, Public Policy, Project Management, Public Speaking, Public Relations

Education
San Diego City College
Legal Studies, General

Liza Goerner Crisafi Liza Goerner Crisafi Greater San Diego Area Details
Liza Goerner Crisafi's San Diego City Employees Retirement System Experience January 2009 - Present
Job Chief Investment Officer at San Diego City Employees' Retirement System
Industry Investment Management
Experience
San Diego City Employees' Retirement System  January 2009 - Present
San Diego City Employees' Retirement System  January 2008 - December 2008
Crisafi Investment Management, Inc.   February 2006 - December 2008
Wheeler Frost Associates   May 2004 - December 2005
La Salle Bank/The Chicago Trust Company   July 1998 - June 2002
US Bank  April 1996 - July 1998
SCI Capital Management   August 1987 - April 1996
St. Joseph Bank & Trust Co.   October 1981 - July 1987

Skills
Alternative Investments, Hedge Funds, Asset Managment, Fixed Income, 401k, Investment Strategies, Retirement, Investment Management, Pensions, Equity Research, Endowments, Mutual Funds, Investment Advisory, Series 7, Emerging Markets

Education
Lake Forest Graduate School of Management
MBA, General Program

University of Notre Dame
BA, Art History

Cleopatra Jones-Patrick Cleopatra Jones-Patrick Greater San Diego Area Details
Cleopatra Jones-Patrick's San Diego City Employees Retirement System Experience June 2001 - December 2005
Job Retirement Information Technology Professional
Industry Information Technology and Services
Experience
Levi, Ray & Shoup, Inc.   November 2014 - Present
New Seasons Church   May 2010 - August 2014
Levi, Ray & Shoup, Inc.   February 2006 - April 2010
San Diego City Employees' Retirement System  June 2001 - December 2005

Skills
Human Resources, Leadership, Microsoft Excel, Finance, Government, Employee Benefits, Microsoft Office, Fundraising, Access, Management, SharePoint, Process Improvement, Training, Project Planning, Data Analysis, Outlook, PowerPoint, Leadership Development, Strategic Planning, Analysis, Business Analysis, Budgets, Team Leadership, Vendor Management, Public Speaking, Nonprofits, Data Entry, Program Management, Software Documentation, Administration, Team Building, Microsoft Word, Teaching, Project Management, Coaching, Negotiation, Customer Service, Visio, Event Planning, Business Process, Pensions, Administrative..., Research, Business Process..., Social Media, Policy, Business Development, Healthcare, Recruiting, Change Management

Education
University of New Orleans   1996 — 1999
MBA, Business Administration

Dillard University   1992 — 1996
BA, Accounting

Robyn Bullard Robyn Bullard Greater San Diego Area Details
Robyn Bullard's San Diego City Employees Retirement System Experience December 2007 - August 2012
Job Senior Public Information Officer at City of San Diego
Industry Government Administration
Experience
City of San Diego  September 2012 - Present
San Diego City Employees Retirement System   December 2007 - August 2012
San Diego County Employees Retirement Association  April 2004 - December 2007
Granite Construction, North Coast Division, CA   April 2001 - April 2003
Retech, Division of Lockheed Martin   December 1995 - April 2001
The Wine Spectator magazine   August 1990 - March 1995

Skills
Strategic Communications, Public Relations, Government, Community Outreach, Strategic Planning, Public Speaking, Nonprofits, Event Planning, Social Media, Newsletters, Media Relations, Community Development, Public Policy, Leadership, Project Management, Retirement, Press Releases

Education
Ohio University   1988 — 1990
Master of Science, Print Communications, Print, marketing, public relations, advertising

University of the Pacific   1984 — 1988
Bachelor of Arts (BA), Communications

John Longo John Longo Greater Los Angeles Area Details
John Longo's San Diego City Employees Retirement System Experience June 2009 - October 2009
Job Brokerage & Asset Management
Industry Financial Services
Experience
Brokerage Consulting Group, LLC   June 2014 - Present
Western Asset Management  December 2013 - June 2014
Accountemps  2012 - 2013
San Diego City Employees Retirement System   June 2009 - October 2009
LPL Financial Corporation   June 2006 - January 2009
First Allied  2005 - 2006
Target  December 2004 - November 2005
Ameriprise Financial  January 2001 - October 2004

Skills
Process Improvement, Asset Managment, Securities, Mutual Funds, Investments, Leadership, Sales, Microsoft Office

Education
New York Institute of Finance   2007 — 2007
Various Certificates, Investments & Banking

The University of North Dakota   1999 — 2000
Commercial Aviation

Thomson Financial - Prometric
Series 6, 7 & 63, FINRA Regulatory Authority

Ed Kitrosser Ed Kitrosser Greater San Diego Area Details
Ed Kitrosser's San Diego City Employees Retirement System Experience July 2009 - Present
Job President of the Board of Trustees at San Diego City Employees Retirement System
Industry Civic & Social Organization
Experience
Sunny San Diego   January 2010 - Present
Boards on Which I currently serve   January 2010 - Present
San Diego City Employees Retirement System   July 2009 - Present
LEAD San Diego  2007 - 2013
Moss Adams LLP  June 2002 - December 2009
San Diego Opera Association   July 1986 - December 2009

Skills
CPA, Financial Reporting, Internal Controls, GAAP, Financial Accounting, Auditing, Revenue Recognition, US GAAP, Tax, SEC filings, Due Diligence, ProSystem fx Tax, Corporate Tax, Assurance, Finance, Partnership Taxation, Financial Statements

Education
Baruch College, City University of New York (CUNY)   1962 — 1966
BBA, Accounting

Jamie Hamrick Jamie Hamrick Greater San Diego Area Details
Jamie Hamrick's San Diego City Employees Retirement System Experience November 2007 - Present
Job Investment Officer at San Diego City Employees Retirement System
Industry Financial Services
Experience
San Diego City Employees Retirement System   November 2007 - Present
San Diego City Employees Retirement System   May 2001 - November 2007
T. Rowe Price  June 1998 - July 1999

Skills
Equities, Microsoft Office, Investment Strategies, Investments, Investment Management, Alternative Investments, Portfolio Management, Asset Management, Government, Asset Allocation, Hedge Funds, Asset Managment, Financial Analysis, Strategic Planning, Mutual Funds, 401k, Fixed Income, Finance

Education
Mount Saint Mary's College   1994 — 1998
BS