Santa Barbara Asset Management
Industry: Company
DescriptionFounded: 1987 Parent organization: Nuveen Investments, Inc.
Santa Barbara Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Santa Barbara Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Santa Barbara Asset Management Employees
Employee
Years
Job
Industry
Steven Harwell Steven Harwell's Santa Barbara Asset Management Experience August 2006 - April 2013
Job Owner & Network Consultant
Industry Information Technology and Services
Experience
Expert Networking Solutions August 2005 - Present
Santa Barbara Asset Management August 2006 - April 2013
Partnervest Financial Group, LLC January 2003 - August 2005
CIO Solutions LLC June 2000 - January 2003
Naval Facilities Engineering Service Center (NFESC) January 1992 - June 2000
Skills
California Professional..., Microsoft Certified..., Certified Novell..., Data Analysis, IT Management, Microsoft Office, CCNA, Disaster Recovery, Firewalls, Cisco Technologies, Microsoft Exchange, Equities, Microsoft Technologies, Security
Education
University of Oklahoma 1988 — 1991
Bachelor of Science (BS), Civil Engineering
Expert Networking Solutions August 2005 - Present
Santa Barbara Asset Management August 2006 - April 2013
Partnervest Financial Group, LLC January 2003 - August 2005
CIO Solutions LLC June 2000 - January 2003
Naval Facilities Engineering Service Center (NFESC) January 1992 - June 2000
Skills
California Professional..., Microsoft Certified..., Certified Novell..., Data Analysis, IT Management, Microsoft Office, CCNA, Disaster Recovery, Firewalls, Cisco Technologies, Microsoft Exchange, Equities, Microsoft Technologies, Security
Education
University of Oklahoma 1988 — 1991
Bachelor of Science (BS), Civil Engineering
Denys Pereira Denys Pereira's Santa Barbara Asset Management Experience May 2004 - May 2007
Job Partner at Balance Financial Management
Industry Accounting
Experience
Balance Financial Management January 2012 - Present
Balance Financial Management February 2011 - December 2011
Pacific Capital Bancorp May 2007 - February 2011
Santa Barbara Asset Management May 2004 - May 2007
Skills
Accounting, Investments, Software Implementation, Sarbanes-Oxley, Managerial Finance, Financial Reporting, Financial Analysis, Internal Controls, GAAP, SEC filings, Cash Management, Financial Accounting, General Ledger, Auditing, Account Reconciliation, Sarbanes-Oxley Act
Education
UCSB
Bachelor of Science, Economics
Balance Financial Management January 2012 - Present
Balance Financial Management February 2011 - December 2011
Pacific Capital Bancorp May 2007 - February 2011
Santa Barbara Asset Management May 2004 - May 2007
Skills
Accounting, Investments, Software Implementation, Sarbanes-Oxley, Managerial Finance, Financial Reporting, Financial Analysis, Internal Controls, GAAP, SEC filings, Cash Management, Financial Accounting, General Ledger, Auditing, Account Reconciliation, Sarbanes-Oxley Act
Education
UCSB
Bachelor of Science, Economics
Tiffany Wagner Tiffany Wagner's Santa Barbara Asset Management Experience October 2013 - Present
Job Master's Level Mental Health Professional
Industry Mental Health Care
Experience
Santa Barbara Asset Management October 2013 - Present
Westside TMS October 2012 - August 2013
Passages Malibu February 2012 - October 2012
Jersey Mike's Subs August 2009 - February 2012
CSUN August 2008 - May 2011
King's Fish House January 2008 - July 2009
Timberridge November 2007 - March 2008
Skills
Psychology, Clinical Research, Team Leadership, Counseling, Motivational..., Team Building, Psychopathology, Marketing Strategy, Advertising, Time Management, Microsoft Office, Mac, Psychotherapy, Mental Health, Family Therapy, Healthcare, Treatment, Management, Nonprofits, Training, Interventions, Therapists, Mental Health Counseling, Group Therapy, Adolescents, Psychological Assessment, CBT, Counseling Psychology, Crisis Intervention, Behavioral Health, Stress Management, Mindfulness, Case Managment, Child Development, Google Groups, Social Services, Stress, Clinical Psychology, Prevention, Self-esteem, Addiction Recovery, Case Management
Education
Midwestern University (AZ) 2014 — 2017
Doctor of Psychology (Psy.D.), Clinical Psychology
Pepperdine University 2011 — 2013
Masters, Clinical Psychology
California State University-Northridge 2007 — 2011
BS, Psychology
South Haven High School 2004 — 2007
Santa Barbara Asset Management October 2013 - Present
Westside TMS October 2012 - August 2013
Passages Malibu February 2012 - October 2012
Jersey Mike's Subs August 2009 - February 2012
CSUN August 2008 - May 2011
King's Fish House January 2008 - July 2009
Timberridge November 2007 - March 2008
Skills
Psychology, Clinical Research, Team Leadership, Counseling, Motivational..., Team Building, Psychopathology, Marketing Strategy, Advertising, Time Management, Microsoft Office, Mac, Psychotherapy, Mental Health, Family Therapy, Healthcare, Treatment, Management, Nonprofits, Training, Interventions, Therapists, Mental Health Counseling, Group Therapy, Adolescents, Psychological Assessment, CBT, Counseling Psychology, Crisis Intervention, Behavioral Health, Stress Management, Mindfulness, Case Managment, Child Development, Google Groups, Social Services, Stress, Clinical Psychology, Prevention, Self-esteem, Addiction Recovery, Case Management
Education
Midwestern University (AZ) 2014 — 2017
Doctor of Psychology (Psy.D.), Clinical Psychology
Pepperdine University 2011 — 2013
Masters, Clinical Psychology
California State University-Northridge 2007 — 2011
BS, Psychology
South Haven High School 2004 — 2007
Samantha Shoemaker, CFA Samantha Shoemaker, CFA's Santa Barbara Asset Management Experience March 2012 - Present
Job Research Analyst at Santa Barbara Asset Management
Industry Financial Services
Experience
Santa Barbara Asset Management March 2012 - Present
Palisades Investment Partners July 2010 - March 2012
English Program in Korea August 2009 - April 2010
Keck Joint Science May 2009 - August 2009
Keck Joint Science January 2006 - May 2009
Gwalior Children's Charity June 2008 - August 2008
National Science Foundation June 2007 - August 2007
Skills
Financial Modeling, Financial Statement..., Equity Research
Education
Claremont McKenna College 2005 — 2009
BA, Biology, Literature
Santa Barbara Asset Management March 2012 - Present
Palisades Investment Partners July 2010 - March 2012
English Program in Korea August 2009 - April 2010
Keck Joint Science May 2009 - August 2009
Keck Joint Science January 2006 - May 2009
Gwalior Children's Charity June 2008 - August 2008
National Science Foundation June 2007 - August 2007
Skills
Financial Modeling, Financial Statement..., Equity Research
Education
Claremont McKenna College 2005 — 2009
BA, Biology, Literature
Christine Clemens Christine Clemens's Santa Barbara Asset Management Experience November 2012 - April 2013
Job Producer
Industry Photography
Experience
Photo Producer January 2012 - Present
Freelance January 2015 - Present
Ignition September 2014 - January 2015
Santa Barbara Asset Management November 2012 - April 2013
Tradewinds Global Investors, LLC April 2012 - November 2012
Avesta Capital Advisors February 2006 - November 2011
Skills
Branding & Identity, Adobe Acrobat, Logo Design, Graphic Design, Microsoft Excel, Marketing, Microsoft Office, Social Media, Web Design, Copywriting, Adobe Creative Suite
Education
Bowling Green State University
Indiana University Bloomington
Bowling Green State University
Bachelor of Arts (B.A.)
Photo Producer January 2012 - Present
Freelance January 2015 - Present
Ignition September 2014 - January 2015
Santa Barbara Asset Management November 2012 - April 2013
Tradewinds Global Investors, LLC April 2012 - November 2012
Avesta Capital Advisors February 2006 - November 2011
Skills
Branding & Identity, Adobe Acrobat, Logo Design, Graphic Design, Microsoft Excel, Marketing, Microsoft Office, Social Media, Web Design, Copywriting, Adobe Creative Suite
Education
Bowling Green State University
Indiana University Bloomington
Bowling Green State University
Bachelor of Arts (B.A.)
Anne Sromek's Santa Barbara Asset Management Experience July 2009 - June 2011
Job Strategic Vendor Management, CorpEng (Google IT)
Industry Internet
Experience
Google October 2014 - Present
Google July 2011 - October 2014
Santa Barbara Asset Management July 2009 - June 2011
Santa Barbara Asset Management May 2007 - June 2009
William Blair and Company August 2003 - April 2007
Northern Trust October 2002 - August 2003
Skills
Internal Controls, Securities, Financial Reporting, Data Analysis, Cash Management, Process Improvement, Corporate Actions, Bloomberg Terminal, Financial Services, Strategy, Accounting, Salesforce.com, Project Management, Management, Finance, Cross-functional Team..., Leadership, Equities, Program Management, Financial Modeling, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
Uniwersytet Jagielloński w Krakowie 2002 — 2002
Polish Language and Culture
WU (Vienna University of Economics and Business) 1999 — 2000
Finance, Polish, German Language and Culture
University of Illinois at Chicago 1998 — 2002
BS, Finance and Economics, minor Polish and German
Lake Park High School 1998 — 2002
Google October 2014 - Present
Google July 2011 - October 2014
Santa Barbara Asset Management July 2009 - June 2011
Santa Barbara Asset Management May 2007 - June 2009
William Blair and Company August 2003 - April 2007
Northern Trust October 2002 - August 2003
Skills
Internal Controls, Securities, Financial Reporting, Data Analysis, Cash Management, Process Improvement, Corporate Actions, Bloomberg Terminal, Financial Services, Strategy, Accounting, Salesforce.com, Project Management, Management, Finance, Cross-functional Team..., Leadership, Equities, Program Management, Financial Modeling, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
Uniwersytet Jagielloński w Krakowie 2002 — 2002
Polish Language and Culture
WU (Vienna University of Economics and Business) 1999 — 2000
Finance, Polish, German Language and Culture
University of Illinois at Chicago 1998 — 2002
BS, Finance and Economics, minor Polish and German
Lake Park High School 1998 — 2002
Jason Jewell Jason Jewell's Santa Barbara Asset Management Experience August 2002 - March 2013
Job Chief Operating Officer, Trampolines Unlimited
Industry Investment Management
Experience
Trampolines Unlimited, Inc. January 2014 - Present
Trampolines Unlimited, Inc. March 2013 - December 2013
Santa Barbara Asset Management August 2002 - March 2013
EVLI Investment Management February 2001 - October 2001
Professional Squash Player 1996 - 2001
Skills
Equity Research, Alternative Investments, Equities, Investment Management, Hedge Funds, Investment Strategies, Bloomberg, Fixed Income, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Investments, Valuation, Investment Advisory, Securities, Financial Modeling, Capital Markets, Equity Valuation, Wealth Management, Finance
Education
Princeton University 1992 — 1996
B.A., Politics
Trampolines Unlimited, Inc. January 2014 - Present
Trampolines Unlimited, Inc. March 2013 - December 2013
Santa Barbara Asset Management August 2002 - March 2013
EVLI Investment Management February 2001 - October 2001
Professional Squash Player 1996 - 2001
Skills
Equity Research, Alternative Investments, Equities, Investment Management, Hedge Funds, Investment Strategies, Bloomberg, Fixed Income, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Investments, Valuation, Investment Advisory, Securities, Financial Modeling, Capital Markets, Equity Valuation, Wealth Management, Finance
Education
Princeton University 1992 — 1996
B.A., Politics
Britton Smith, CFA Britton Smith, CFA's Santa Barbara Asset Management Experience December 2001 - July 2011
Job Senior Portfolio Manager, Vice President at US Bank Charitable Services Group
Industry Financial Services
Experience
US Bank, Charitable Services Group July 2011 - Present
Santa Barbara Asset Management December 2001 - July 2011
Peritus Asset Management March 2001 - October 2001
Skills
Portfolio Management, Equity Research, Equity Valuation, Alternative Investments, Chartered Financial..., Securities, Wealth Management, Financial Modeling, Financial Analysis, Separately Managed..., Trading, Bloomberg, Capital Markets, Tactical Asset..., Asset Management, Investments, Equities, Asset Allocation, Investment Strategies, Valuation, Mutual Funds, Hedge Funds
Education
University of California, Santa Barbara 1997 — 1999
MESM, Biogeochemistry
Amherst College 1990 — 1994
BA, Psychology & Pre-med
Choate Rosemary Hall 1989 — 1990
US Bank, Charitable Services Group July 2011 - Present
Santa Barbara Asset Management December 2001 - July 2011
Peritus Asset Management March 2001 - October 2001
Skills
Portfolio Management, Equity Research, Equity Valuation, Alternative Investments, Chartered Financial..., Securities, Wealth Management, Financial Modeling, Financial Analysis, Separately Managed..., Trading, Bloomberg, Capital Markets, Tactical Asset..., Asset Management, Investments, Equities, Asset Allocation, Investment Strategies, Valuation, Mutual Funds, Hedge Funds
Education
University of California, Santa Barbara 1997 — 1999
MESM, Biogeochemistry
Amherst College 1990 — 1994
BA, Psychology & Pre-med
Choate Rosemary Hall 1989 — 1990
Joe O'Flaherty Joe O'Flaherty's Santa Barbara Asset Management Experience November 2009 - February 2013
Job Research Analyst International Equities
Industry Investment Management
Experience
Nuveen Asset Management March 2013 - Present
Santa Barbara Asset Management November 2009 - February 2013
American Communications October 2008 - November 2009
Emerge Interactive Agency May 2007 - September 2008
Howard Capital Management February 2000 - March 2007
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Bloomberg, Asset Management, Fixed Income, Mutual Funds, Investment Management, Leadership, Securities, Management, Forecasting, Finance, Bloomberg Terminal, Financial Services, Budgets, Equity Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA
University of California, Santa Barbara 1995 — 1999
BA
Nuveen Asset Management March 2013 - Present
Santa Barbara Asset Management November 2009 - February 2013
American Communications October 2008 - November 2009
Emerge Interactive Agency May 2007 - September 2008
Howard Capital Management February 2000 - March 2007
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Bloomberg, Asset Management, Fixed Income, Mutual Funds, Investment Management, Leadership, Securities, Management, Forecasting, Finance, Bloomberg Terminal, Financial Services, Budgets, Equity Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA
University of California, Santa Barbara 1995 — 1999
BA
Parker O'Sullivan's Santa Barbara Asset Management Experience April 2010 - August 2012
Job Relationship Management at Lateef Investment Management
Industry Investment Management
Experience
Lateef Investment Management August 2015 - Present
Cambridge Associates November 2013 - August 2015
Kayne Anderson Capital Advisors August 2012 - August 2013
Santa Barbara Asset Management April 2010 - August 2012
Santa Barbara Asset Management March 2009 - March 2010
Canterbury Consulting May 2005 - May 2005
Skills
Alternative Investments, Mutual Funds, Excel, Databases, Product Marketing, RFP preparation, RFI, CRM software, Institutional Clients, Private Clients, MS Office Suite, Presentation Materials, Hedge Funds, Equities, Private Equity, Investment Management, Salesforce, Bloomberg, Factset, PerTrac, APL, Wealth Management..., Manage Client..., Asset Allocation, Institutional..., Investment Strategies, Equity Research, Portfolio Management, Investments
Education
University of California, Santa Barbara 2005 — 2010
Bachelor's Degree, History
Palos Verdes High
High School
Lateef Investment Management August 2015 - Present
Cambridge Associates November 2013 - August 2015
Kayne Anderson Capital Advisors August 2012 - August 2013
Santa Barbara Asset Management April 2010 - August 2012
Santa Barbara Asset Management March 2009 - March 2010
Canterbury Consulting May 2005 - May 2005
Skills
Alternative Investments, Mutual Funds, Excel, Databases, Product Marketing, RFP preparation, RFI, CRM software, Institutional Clients, Private Clients, MS Office Suite, Presentation Materials, Hedge Funds, Equities, Private Equity, Investment Management, Salesforce, Bloomberg, Factset, PerTrac, APL, Wealth Management..., Manage Client..., Asset Allocation, Institutional..., Investment Strategies, Equity Research, Portfolio Management, Investments
Education
University of California, Santa Barbara 2005 — 2010
Bachelor's Degree, History
Palos Verdes High
High School
Mark Griffin, CFA Mark Griffin, CFA's Santa Barbara Asset Management Experience April 2006 - February 2013
Job VP of Financial Planning and Analysis at SpecialtyCare
Industry Hospital & Health Care
Experience
SpecialtyCare August 2015 - Present
Airvel April 2015 - Present
Emdeon March 2013 - April 2015
Santa Barbara Asset Management April 2006 - February 2013
Alcoa 2002 - 2006
Morgan Stanley 1997 - 2000
Cambridge Associates 1995 - 1997
Skills
Financial Analysis, Financial Modeling, Valuation, Capital Budgeting, Investment Management, Investments, Equities, Healthcare Information..., Team Leadership, Business Intelligence, Due Diligence, Corporate Finance, Strategic Financial..., Finance, Portfolio Management, Mergers & Acquisitions, Private Equity, Equity Research, Financial Planning
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Colby College 1993 — 1995
BA, Economics
U.C. Berkeley 1991 — 1993
Economics
San Francisco University High School 1987 — 1991
SpecialtyCare August 2015 - Present
Airvel April 2015 - Present
Emdeon March 2013 - April 2015
Santa Barbara Asset Management April 2006 - February 2013
Alcoa 2002 - 2006
Morgan Stanley 1997 - 2000
Cambridge Associates 1995 - 1997
Skills
Financial Analysis, Financial Modeling, Valuation, Capital Budgeting, Investment Management, Investments, Equities, Healthcare Information..., Team Leadership, Business Intelligence, Due Diligence, Corporate Finance, Strategic Financial..., Finance, Portfolio Management, Mergers & Acquisitions, Private Equity, Equity Research, Financial Planning
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Colby College 1993 — 1995
BA, Economics
U.C. Berkeley 1991 — 1993
Economics
San Francisco University High School 1987 — 1991
Alex Jenkins, CFA Alex Jenkins, CFA's Santa Barbara Asset Management Experience October 2005 - November 2006
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2014 - Present
DSM Capital Partners May 2013 - May 2014
TCW / MetWest November 2006 - March 2013
Santa Barbara Asset Management October 2005 - November 2006
Skills
CFA Charterholder, Equities, Financial Advisory, Institutional..., Institutional, Business Development, Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Management, Series 7, Client Services
Education
University of California, Santa Barbara 2001 — 2005
BS, Financial Mathematics & Applied Probability
Dimensional Fund Advisors June 2014 - Present
DSM Capital Partners May 2013 - May 2014
TCW / MetWest November 2006 - March 2013
Santa Barbara Asset Management October 2005 - November 2006
Skills
CFA Charterholder, Equities, Financial Advisory, Institutional..., Institutional, Business Development, Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Management, Series 7, Client Services
Education
University of California, Santa Barbara 2001 — 2005
BS, Financial Mathematics & Applied Probability
Vicki Hargreaves Vicki Hargreaves's Santa Barbara Asset Management Experience January 2012 - Present
Job Administrative Assistant
Industry Marketing and Advertising
Experience
AppleOne Employment Services December 2014 - Present
Santa Barbara Asset Management January 2012 - Present
Apple One Employment Services October 2011 - Present
Apple One Contracted October 2011 - November 2011
SolarWorld May 2011 - September 2011
CBC Federal Credit Union July 2002 - September 2009
Martin V. Smtih & As June 1993 - January 2002
Skills
Microsoft Word, PowerPoint, Excel, Visio, Outlook, Photoshop, Microsoft Office, Process Scheduler, Customer Service, Management, Marketing, Program Management, Process Improvement, Microsoft Excel, Project Management, Research, Budgets, Event Planning, Public Speaking, Accounting
Education
UCLA 1988 — 1989
Extension, Screenwriting
James Monroe High School 1971 — 1974
AppleOne Employment Services December 2014 - Present
Santa Barbara Asset Management January 2012 - Present
Apple One Employment Services October 2011 - Present
Apple One Contracted October 2011 - November 2011
SolarWorld May 2011 - September 2011
CBC Federal Credit Union July 2002 - September 2009
Martin V. Smtih & As June 1993 - January 2002
Skills
Microsoft Word, PowerPoint, Excel, Visio, Outlook, Photoshop, Microsoft Office, Process Scheduler, Customer Service, Management, Marketing, Program Management, Process Improvement, Microsoft Excel, Project Management, Research, Budgets, Event Planning, Public Speaking, Accounting
Education
UCLA 1988 — 1989
Extension, Screenwriting
James Monroe High School 1971 — 1974
Ted Lamson Ted Lamson's Santa Barbara Asset Management Experience January 2013 - Present
Job Client Service and Sales Representative at Santa Barbara Asset Management
Industry Financial Services
Experience
Santa Barbara Asset Management January 2013 - Present
Nuveen Investments October 2009 - January 2013
Nuveen Investments June 2007 - October 2009
Skills
Separately Managed..., Managed Accounts, Series 65, Asset Management
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2017
Master of Business Administration (M.B.A.)
Dickinson College 2002 — 2006
BA
Santa Barbara Asset Management January 2013 - Present
Nuveen Investments October 2009 - January 2013
Nuveen Investments June 2007 - October 2009
Skills
Separately Managed..., Managed Accounts, Series 65, Asset Management
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2017
Master of Business Administration (M.B.A.)
Dickinson College 2002 — 2006
BA
Chip Driscoll Chip Driscoll's Santa Barbara Asset Management Experience April 2014 - Present
Job AVP, Portfolio Specialist at Santa Barbara Asset Management
Industry Financial Services
Experience
Santa Barbara Asset Management April 2014 - Present
John Hancock Investment Management Services August 2012 - April 2014
John Hancock Investment Management Services November 2010 - August 2012
John Hancock Funds June 2008 - November 2010
Guardian Life Insurance June 2007 - May 2008
Skills
Mutual Funds, Series 63, Series 7, Investments, Series 6, Business Analysis, Sales, Competitive Analysis, Retirement Planning, Financial Analysis, Securities, Project Management, Alternative Investments, Asset Allocation, Financial Services, 401k, Asset Management, Wealth Management
Education
Boston University - School of Management 2011 — 2014
MBA
Providence College 2003 — 2007
Bachelor's, Marketing, Mathematics
Santa Barbara Asset Management April 2014 - Present
John Hancock Investment Management Services August 2012 - April 2014
John Hancock Investment Management Services November 2010 - August 2012
John Hancock Funds June 2008 - November 2010
Guardian Life Insurance June 2007 - May 2008
Skills
Mutual Funds, Series 63, Series 7, Investments, Series 6, Business Analysis, Sales, Competitive Analysis, Retirement Planning, Financial Analysis, Securities, Project Management, Alternative Investments, Asset Allocation, Financial Services, 401k, Asset Management, Wealth Management
Education
Boston University - School of Management 2011 — 2014
MBA
Providence College 2003 — 2007
Bachelor's, Marketing, Mathematics
Dawn Flores's Santa Barbara Asset Management Experience October 2003 - August 2005
Job Water Resources Planner at RMC Water and Environment
Industry Environmental Services
Experience
RMC Water and Environment July 2007 - Present
Santa Barbara Asset Management October 2003 - August 2005
Skills
Environmental Science, Water Resources, Sustainability, Water
Education
University of California, Santa Barbara 2005 — 2007
Masters, Environmental Science & Management, Water Resources Specialization
University of California, Santa Barbara 1999 — 2003
B.S., Physical Geography
RMC Water and Environment July 2007 - Present
Santa Barbara Asset Management October 2003 - August 2005
Skills
Environmental Science, Water Resources, Sustainability, Water
Education
University of California, Santa Barbara 2005 — 2007
Masters, Environmental Science & Management, Water Resources Specialization
University of California, Santa Barbara 1999 — 2003
B.S., Physical Geography
Annie Sibersky's Santa Barbara Asset Management Experience June 2004 - September 2005
Job Accounting Manager at The Presidio Group LLC
Industry Financial Services
Experience
The Presidio Group LLC December 2013 - Present
The Presidio Group LLC December 2012 - December 2013
The Presidio Group LLC September 2010 - December 2012
Presidio Financial Partners January 2009 - September 2010
Presidio Financial Partners November 2005 - January 2009
Santa Barbara Asset Management June 2004 - September 2005
Skills
Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Data Analysis, Financial Modeling, Microsoft Excel, Payroll, Financial Reporting, Process Improvement, Administrative..., Marketing, Strategic Planning, Investments, Securities, Business Strategy, Microsoft Word, Event Management, Facebook, Customer Service, Time Management, Social Media, Event Planning, Public Speaking, Budgets, Asset Managment, Market Research, Financial Analysis, Forecasting, Research, Outlook, Bloomberg, Fundraising, Fixed Income, Equities, Valuation, Accounting, Investment Banking, Corporate Finance, Finance, Financial Accounting, Asset Management, Salesforce.com, Due Diligence, Mutual Funds, Financial Services, Account Reconciliation, Invoicing, General Ledger
Education
University of California, Santa Barbara 2002 — 2004
BA, Sociology
University of California, Irvine 2000 — 2002
Sociology
Academy of Art University 2007 — 2008
Interior Architecture and Design
University High School 1996 — 2000
The Presidio Group LLC December 2013 - Present
The Presidio Group LLC December 2012 - December 2013
The Presidio Group LLC September 2010 - December 2012
Presidio Financial Partners January 2009 - September 2010
Presidio Financial Partners November 2005 - January 2009
Santa Barbara Asset Management June 2004 - September 2005
Skills
Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Data Analysis, Financial Modeling, Microsoft Excel, Payroll, Financial Reporting, Process Improvement, Administrative..., Marketing, Strategic Planning, Investments, Securities, Business Strategy, Microsoft Word, Event Management, Facebook, Customer Service, Time Management, Social Media, Event Planning, Public Speaking, Budgets, Asset Managment, Market Research, Financial Analysis, Forecasting, Research, Outlook, Bloomberg, Fundraising, Fixed Income, Equities, Valuation, Accounting, Investment Banking, Corporate Finance, Finance, Financial Accounting, Asset Management, Salesforce.com, Due Diligence, Mutual Funds, Financial Services, Account Reconciliation, Invoicing, General Ledger
Education
University of California, Santa Barbara 2002 — 2004
BA, Sociology
University of California, Irvine 2000 — 2002
Sociology
Academy of Art University 2007 — 2008
Interior Architecture and Design
University High School 1996 — 2000
George Tharakan, CFA's Santa Barbara Asset Management Experience 2003 - 2009
Job Portfolio Manager
Industry Investment Management
Experience
Alamar Capital Management, LLC 2010 - Present
Santa Barbara Asset Management 2003 - 2009
Vantis Capital Management 2002 - 2003
Roxbury Capital Management 1997 - 2001
Intel Corporation 1992 - 1995
Skills
Investments, Portfolio Management, Equities, Financial Modeling, Equity Research, Hedge Funds, Valuation, Asset Management, Investment Strategies, Bloomberg, Alternative Investments, Asset Allocation, Investment Management, Mutual Funds, Investment Advisory, Securities, Fixed Income
Education
UCLA 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1992
MS, Computer Engineering
Indian Institute of Technology, Bombay 1986 — 1990
BTECH, EE
Alamar Capital Management, LLC 2010 - Present
Santa Barbara Asset Management 2003 - 2009
Vantis Capital Management 2002 - 2003
Roxbury Capital Management 1997 - 2001
Intel Corporation 1992 - 1995
Skills
Investments, Portfolio Management, Equities, Financial Modeling, Equity Research, Hedge Funds, Valuation, Asset Management, Investment Strategies, Bloomberg, Alternative Investments, Asset Allocation, Investment Management, Mutual Funds, Investment Advisory, Securities, Fixed Income
Education
UCLA 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1992
MS, Computer Engineering
Indian Institute of Technology, Bombay 1986 — 1990
BTECH, EE
Carol Poundstone Olson, CFA's Santa Barbara Asset Management Experience April 2006 - March 2013
Job Trust Officer at San Pasqual Fiduciary Trust Company
Industry Investment Management
Experience
San Pasqual Fiduciary Trust Company May 2015 - Present
Compliance Consultant April 2013 - Present
Santa Barbara Asset Management April 2006 - March 2013
Santa Barbara Asset Management April 2006 - February 2012
M. L. STERN & Co., LLC. (now Southwest Securities) 2000 - 2006
DABNEY FLANIGAN, LLC 1999 - 2000
Wilshire Associates 1997 - 1999
D. A. Campbell Company, Inc. 1987 - 1997
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Equities, Asset Managment, Equity Research, Financial Modeling, Securities, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, Compliance, Investment Management, Investment Advisory, Hedge Funds, Finance, Investment Strategies, Wealth Management, Organizational..., Regulatory Compliance, Investment Advisor...
Education
University of Arizona, Eller College of Management 1978 — 1982
BS, Economics and Finance
San Pasqual Fiduciary Trust Company May 2015 - Present
Compliance Consultant April 2013 - Present
Santa Barbara Asset Management April 2006 - March 2013
Santa Barbara Asset Management April 2006 - February 2012
M. L. STERN & Co., LLC. (now Southwest Securities) 2000 - 2006
DABNEY FLANIGAN, LLC 1999 - 2000
Wilshire Associates 1997 - 1999
D. A. Campbell Company, Inc. 1987 - 1997
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Equities, Asset Managment, Equity Research, Financial Modeling, Securities, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, Compliance, Investment Management, Investment Advisory, Hedge Funds, Finance, Investment Strategies, Wealth Management, Organizational..., Regulatory Compliance, Investment Advisor...
Education
University of Arizona, Eller College of Management 1978 — 1982
BS, Economics and Finance
Mark McNary's Santa Barbara Asset Management Experience April 1999 - November 2001
Job Chief Investment Officer at Gensler Group
Industry Investment Management
Experience
Gensler Group May 2007 - Present
McNary Investments May 2002 - Present
Santa Barbara Asset Management April 1999 - November 2001
Alpha Investment Managment October 1997 - June 1998
Laffer, Canto & Associates November 1991 - September 1994
U.S. Navy Reserve September 1985 - November 1991
US Navy 1985 - 1991
Skills
Asset Management, Retirement Planning, Investments, Portfolio Management, Government, Business Strategy, Economics, Financial Advisory, Program Management, Investment Strategies
Education
University of California, Santa Barbara 1995 — 1998
MA, Economics
San Diego State University-California State University 1994 — 1995
MA, Economics
Miami University 1981 — 1985
BA, Economics
John Burroughs School
Gensler Group May 2007 - Present
McNary Investments May 2002 - Present
Santa Barbara Asset Management April 1999 - November 2001
Alpha Investment Managment October 1997 - June 1998
Laffer, Canto & Associates November 1991 - September 1994
U.S. Navy Reserve September 1985 - November 1991
US Navy 1985 - 1991
Skills
Asset Management, Retirement Planning, Investments, Portfolio Management, Government, Business Strategy, Economics, Financial Advisory, Program Management, Investment Strategies
Education
University of California, Santa Barbara 1995 — 1998
MA, Economics
San Diego State University-California State University 1994 — 1995
MA, Economics
Miami University 1981 — 1985
BA, Economics
John Burroughs School
Richard Boutin's Santa Barbara Asset Management Experience 1996 - Present
Job Managing Director at Santa Barbara Asset Management
Industry Investment Management
Experience
Santa Barbara Asset Management 1996 - Present
Skills
Equities, Investment Management, Asset Allocation, Wealth Management, Separately Managed..., Investments, Securities, Investment Advisory
Education
University of Southern California
Santa Barbara Asset Management 1996 - Present
Skills
Equities, Investment Management, Asset Allocation, Wealth Management, Separately Managed..., Investments, Securities, Investment Advisory
Education
University of Southern California
Aaron Brunette's Santa Barbara Asset Management Experience Research AnalystPeritus Asset ManagementMay 2001 - April 2002
Job Research Analyst at Santa Barbara Asset Management
Industry Investment Management
Experience
Santa Barbara Asset Management Research AnalystPeritus Asset ManagementMay 2001 - April 2002
Education
California Lutheran University 2005 — 2008
MBA, Finance
Westmont College 1998 — 2001
BA, Economics & Business
Santa Barbara Asset Management Research AnalystPeritus Asset ManagementMay 2001 - April 2002
Education
California Lutheran University 2005 — 2008
MBA, Finance
Westmont College 1998 — 2001
BA, Economics & Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY