Seneca Capital Management
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Seneca Capital Management Employees
Employee
Years
Job
Industry
Joe Morgan, CFA, CFP® Wealth Manager Joe Morgan, CFA, CFP® Wealth Manager's Seneca Capital Management Experience 1995 - 2002
Job Achieving Financial Clarity
Industry Financial Services
Experience
JWM Wealth Management, LLC 2015 - Present
Silicon Valley Bank 2008 - 2014
Silicon Valley Bank 2004 - 2008
City National Bank 2003 - 2004
Seneca Capital Management 1995 - 2002
Eagle Management & Trust 1993 - 1994
Ibbotson Associates 1993 - 1994
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Financial Markets, Finance, Financial Modeling, Financial Services, Cash Management, Securities, Treasury Services, Liquidity, Management, Leadership, Market Risk, Financial Advisory, Financial Analysis, Financial Structuring, Strategy, Investment Strategies, Manager Evaluation, Equities
Education
Texas A&M University 1991 — 1993
Master of Science (M.S.), Finance
Texas A&M University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Kingwood High School 1984 — 1987
JWM Wealth Management, LLC 2015 - Present
Silicon Valley Bank 2008 - 2014
Silicon Valley Bank 2004 - 2008
City National Bank 2003 - 2004
Seneca Capital Management 1995 - 2002
Eagle Management & Trust 1993 - 1994
Ibbotson Associates 1993 - 1994
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Financial Markets, Finance, Financial Modeling, Financial Services, Cash Management, Securities, Treasury Services, Liquidity, Management, Leadership, Market Risk, Financial Advisory, Financial Analysis, Financial Structuring, Strategy, Investment Strategies, Manager Evaluation, Equities
Education
Texas A&M University 1991 — 1993
Master of Science (M.S.), Finance
Texas A&M University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Kingwood High School 1984 — 1987
Erik Darby Erik Darby's Seneca Capital Management Experience 2003 - 2006
Job SVP, Business Development
Industry Internet
Experience
Kanjoya, Inc. 2008 - Present
Bel Air Investment Adv. 2006 - 2008
Seneca Capital Management 2003 - 2006
Skills
Business Strategy, New Business Development, Start-ups, Enterprise Software, Strategic Partnerships, Social Media, Product Management, Entrepreneurship, Salesforce.com, SaaS, Analytics, E-commerce
Education
Pepperdine University
Kanjoya, Inc. 2008 - Present
Bel Air Investment Adv. 2006 - 2008
Seneca Capital Management 2003 - 2006
Skills
Business Strategy, New Business Development, Start-ups, Enterprise Software, Strategic Partnerships, Social Media, Product Management, Entrepreneurship, Salesforce.com, SaaS, Analytics, E-commerce
Education
Pepperdine University
Maria D'Arcangelo Potter's Seneca Capital Management Experience March 2001 - April 2002
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Marin County Schools January 2012 - November 2014
World Pension Forum May 2009 - August 2011
Marin Day Schools May 2002 - August 2005
Seneca Capital Management March 2001 - April 2002
Skills
Elementary Education, Early Childhood..., Classroom Management, Literacy, Lesson Planning, Classroom, Curriculum Development, Customer Service, Microsoft Office, Strategic Planning, Social Media, Leadership, Management, Fundraising, Public Speaking, Research
Education
Dominican University of California 2010 — 2013
Master of Science (MS), Education - Interdisciplinary Studies
University of San Francisco 1999 — 2003
Bachelor's degree, Organizational Behavior Studies
Bay Shore High School
Charles Schwab December 2014 - Present
Marin County Schools January 2012 - November 2014
World Pension Forum May 2009 - August 2011
Marin Day Schools May 2002 - August 2005
Seneca Capital Management March 2001 - April 2002
Skills
Elementary Education, Early Childhood..., Classroom Management, Literacy, Lesson Planning, Classroom, Curriculum Development, Customer Service, Microsoft Office, Strategic Planning, Social Media, Leadership, Management, Fundraising, Public Speaking, Research
Education
Dominican University of California 2010 — 2013
Master of Science (MS), Education - Interdisciplinary Studies
University of San Francisco 1999 — 2003
Bachelor's degree, Organizational Behavior Studies
Bay Shore High School
Rita Alexander's Seneca Capital Management Experience May 1998 - April 2002
Job Senior Data Analyst at Advent Software
Industry Computer Software
Experience
Advent Software Inc. June 2004 - Present
Franklin Templeton Investments April 2002 - April 2004
Seneca Capital Management May 1998 - April 2002
County of San Mateo September 1997 - February 1998
Transamerica Financial Resources April 1994 - September 1997
Skills
Fixed Income, Securities, Portfolio Management, Investments, Trading, Corporate Actions, Bloomberg, Equities, Asset Management, Financial Modeling, Axys, APX, MBA, Mergers & Acquisitions, Business Analysis, Banking, Enterprise Software, SaaS, Salesforce.com
Education
Karachi University
MBA, Accounting and Finance
University of San Francisco
Business Courses
Advent Software Inc. June 2004 - Present
Franklin Templeton Investments April 2002 - April 2004
Seneca Capital Management May 1998 - April 2002
County of San Mateo September 1997 - February 1998
Transamerica Financial Resources April 1994 - September 1997
Skills
Fixed Income, Securities, Portfolio Management, Investments, Trading, Corporate Actions, Bloomberg, Equities, Asset Management, Financial Modeling, Axys, APX, MBA, Mergers & Acquisitions, Business Analysis, Banking, Enterprise Software, SaaS, Salesforce.com
Education
Karachi University
MBA, Accounting and Finance
University of San Francisco
Business Courses
Laura Milner Laura Milner's Seneca Capital Management Experience 2000 - 2010
Job Senior Investment Manager at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank May 2010 - Present
SCM Advisors LLC March 2000 - May 2010
Seneca Capital Management 2000 - 2010
Wells Capital Managment 1988 - 2000
Education
University of Minnesota Duluth
Wells Fargo Private Bank May 2010 - Present
SCM Advisors LLC March 2000 - May 2010
Seneca Capital Management 2000 - 2010
Wells Capital Managment 1988 - 2000
Education
University of Minnesota Duluth
Sabrina Julian Sabrina Julian's Seneca Capital Management Experience March 1998 - July 2001
Job Financial Planning and Investment Management
Industry Financial Services
Experience
Sabrina Julian Investment Services March 2006 - Present
Asociacion Hispana del Cancer 2006 - Present
Angels-Murphys Rotary Club June 2014 - July 2015
BNI Business Networking International April 2002 - May 2012
Edward Jones Investments September 2001 - March 2006
Seneca Capital Management March 1998 - July 2001
McMorgan & Company March 1994 - March 1998
Skills
Strategic Financial..., Retirement Planning, Bonds, Mutual Funds, Stocks, Retirement, Asset Management, Inheritance, Annuities, Investments, Wealth Management, ETFs, Fixed Income, Equities, Asset Allocation, Financial Planning, Investment Advisory, IRA's, 401k, Investment Strategies, Securities, Long Term Care, Budgeting, Disability Insurance, Alternative Investments, Roth IRA, Fixed Annuities, Budgets, Small Business, FINRA, Financial Services, IRAs, Risk Management, Investment Management, Marketing, Long-term Care, Series 7, Financial Advisory, Spanish, Finance, Asset Managment
Education
University of California, Santa Barbara 1989 — 1993
Dual B.A.
Universidad de Alcalá 1991 — 1992
Certificado
Sabrina Julian Investment Services March 2006 - Present
Asociacion Hispana del Cancer 2006 - Present
Angels-Murphys Rotary Club June 2014 - July 2015
BNI Business Networking International April 2002 - May 2012
Edward Jones Investments September 2001 - March 2006
Seneca Capital Management March 1998 - July 2001
McMorgan & Company March 1994 - March 1998
Skills
Strategic Financial..., Retirement Planning, Bonds, Mutual Funds, Stocks, Retirement, Asset Management, Inheritance, Annuities, Investments, Wealth Management, ETFs, Fixed Income, Equities, Asset Allocation, Financial Planning, Investment Advisory, IRA's, 401k, Investment Strategies, Securities, Long Term Care, Budgeting, Disability Insurance, Alternative Investments, Roth IRA, Fixed Annuities, Budgets, Small Business, FINRA, Financial Services, IRAs, Risk Management, Investment Management, Marketing, Long-term Care, Series 7, Financial Advisory, Spanish, Finance, Asset Managment
Education
University of California, Santa Barbara 1989 — 1993
Dual B.A.
Universidad de Alcalá 1991 — 1992
Certificado
Steven Alderson Steven Alderson's Seneca Capital Management Experience July 2002 - September 2005
Job Administrator
Industry Financial Services
Experience
Pantheon Ventures April 2015 - Present
Burson-Marsteller March 2012 - April 2015
Lateef Investment Management February 2006 - September 2011
Seneca Capital Management July 2002 - September 2005
Red Roof Inn November 2000 - June 2002
McMorgan & Company August 1998 - November 2000
Skills
Project Management, Bloomberg, Media Relations, Investments, Finance, Strategic Planning, Account Reconciliation, Banking, Trading, Portfolio Management, System Administration
Education
St. Cloud State University
Bachelor of Science; Bachelor of Arts, Speech Communications, Personnel Management emphasis; Psychology
Pantheon Ventures April 2015 - Present
Burson-Marsteller March 2012 - April 2015
Lateef Investment Management February 2006 - September 2011
Seneca Capital Management July 2002 - September 2005
Red Roof Inn November 2000 - June 2002
McMorgan & Company August 1998 - November 2000
Skills
Project Management, Bloomberg, Media Relations, Investments, Finance, Strategic Planning, Account Reconciliation, Banking, Trading, Portfolio Management, System Administration
Education
St. Cloud State University
Bachelor of Science; Bachelor of Arts, Speech Communications, Personnel Management emphasis; Psychology
Nadine Agosta, Ed.D. Nadine Agosta, Ed.D.'s Seneca Capital Management Experience January 1994 - June 1999
Job Internship Coordinator San Francisco State University, Lecturer Dominican University of California
Industry Education Management
Experience
Dominican University of California August 2012 - Present
San Francisco State University August 2008 - Present
Agosta Consulting April 2007 - Present
American Institutes for Research July 2003 - April 2008
Seneca Capital Management January 1994 - June 1999
GMG Securities January 1989 - December 1994
Montgomery Securities January 1988 - December 1988
Mabon Nugent January 1986 - December 1987
Robertson Colman Stephens December 1985 - December 1986
Wertheim & Co. August 1978 - December 1985
Skills
Coaching, Research, Child Development, Early Childhood..., Sales, Teaching, Program Development, Community Outreach, Public Speaking, Staff Development, Higher Education, Teacher Training, Program Evaluation
Education
University of San Francisco 2005 — 2009
Ed.D.
Mills College 1999 — 2001
MA
University of San Francisco 1992 — 1998
B.S.
Dominican University of California August 2012 - Present
San Francisco State University August 2008 - Present
Agosta Consulting April 2007 - Present
American Institutes for Research July 2003 - April 2008
Seneca Capital Management January 1994 - June 1999
GMG Securities January 1989 - December 1994
Montgomery Securities January 1988 - December 1988
Mabon Nugent January 1986 - December 1987
Robertson Colman Stephens December 1985 - December 1986
Wertheim & Co. August 1978 - December 1985
Skills
Coaching, Research, Child Development, Early Childhood..., Sales, Teaching, Program Development, Community Outreach, Public Speaking, Staff Development, Higher Education, Teacher Training, Program Evaluation
Education
University of San Francisco 2005 — 2009
Ed.D.
Mills College 1999 — 2001
MA
University of San Francisco 1992 — 1998
B.S.
Lana Furman Lana Furman's Seneca Capital Management Experience 2004 - 2006
Job Executive Assistant to VP Finance and CFO at Sutter Health CPMC
Industry Hospital & Health Care
Experience
Sutter Health May 2013 - Present
Navitas Wealth Advisors 2008 - 2012
Seneca Capital Management 2004 - 2006
Marshall Strategy 1999 - 2004
Skills
Executive Calendar..., Project Management, Vendor Contracts, Consultant Liaison, Presentation Development, Text Editing, Marketing Research, Event Planning, Employee Recognition, Internships Liason, Job Requisition Process, Safety Coach, Patient/Employee Safety, Hospitals, Medical Terminology, 5S, Gemba Kaizen, QDS, EHR, Epic Systems, Visio, Microsoft Office, PowerPoint
Education
California State University-East Bay
Corporate Culture, Organizational Development
University of Phoenix
Bachelor of Science (B.S.), Business Management
Sutter Health May 2013 - Present
Navitas Wealth Advisors 2008 - 2012
Seneca Capital Management 2004 - 2006
Marshall Strategy 1999 - 2004
Skills
Executive Calendar..., Project Management, Vendor Contracts, Consultant Liaison, Presentation Development, Text Editing, Marketing Research, Event Planning, Employee Recognition, Internships Liason, Job Requisition Process, Safety Coach, Patient/Employee Safety, Hospitals, Medical Terminology, 5S, Gemba Kaizen, QDS, EHR, Epic Systems, Visio, Microsoft Office, PowerPoint
Education
California State University-East Bay
Corporate Culture, Organizational Development
University of Phoenix
Bachelor of Science (B.S.), Business Management
Amy James Amy James's Seneca Capital Management Experience September 2002 - September 2005
Job Director, ETF National Accounts at Van Eck Global | Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs June 2013 - Present
BlackRock - iShares August 2008 - June 2013
Barclays Global Investors March 2007 - August 2008
Citigroup March 2006 - March 2007
Ashfield & Co September 2005 - March 2006
Seneca Capital Management September 2002 - September 2005
Skills
ETFs, Trading, Series 63, Series 7
Education
University of California, Berkeley 1998 — 2002
BA, International Business
Saint Louis University - Madrid Campus
Study Abroad Program
Van Eck Global Market Vectors ETFs June 2013 - Present
BlackRock - iShares August 2008 - June 2013
Barclays Global Investors March 2007 - August 2008
Citigroup March 2006 - March 2007
Ashfield & Co September 2005 - March 2006
Seneca Capital Management September 2002 - September 2005
Skills
ETFs, Trading, Series 63, Series 7
Education
University of California, Berkeley 1998 — 2002
BA, International Business
Saint Louis University - Madrid Campus
Study Abroad Program
Roy Voigt's Seneca Capital Management Experience 2001 - 2005
Job System Engineer [LION]
Industry Information Technology and Services
Experience
ON Semiconductor October 2014 - Present
Home Federal Bank September 2011 - May 2014
SENTechnologies February 2011 - August 2011
CRI Advantage, Inc October 2005 - January 2011
Seneca Capital Management 2001 - 2005
ePlanning.com 2000 - 2001
Primark Corporation 1996 - 1999
Pacific Gas & Electric 1990 - 1996
Skills
Sales, CCNA, Servers, Disaster Recovery, System Administration, Operating Systems, Network Administration, Active Directory, Microsoft Exchange, Security, Windows Server, Network Security, Cisco Technologies, Networking, Troubleshooting, Technical Support
Education
University of New Orleans 1979 — 1980
Philosophy and History
Louisiana State University 1978 — 1979
Physics
Holy Cross High School 1973 — 1978
ON Semiconductor October 2014 - Present
Home Federal Bank September 2011 - May 2014
SENTechnologies February 2011 - August 2011
CRI Advantage, Inc October 2005 - January 2011
Seneca Capital Management 2001 - 2005
ePlanning.com 2000 - 2001
Primark Corporation 1996 - 1999
Pacific Gas & Electric 1990 - 1996
Skills
Sales, CCNA, Servers, Disaster Recovery, System Administration, Operating Systems, Network Administration, Active Directory, Microsoft Exchange, Security, Windows Server, Network Security, Cisco Technologies, Networking, Troubleshooting, Technical Support
Education
University of New Orleans 1979 — 1980
Philosophy and History
Louisiana State University 1978 — 1979
Physics
Holy Cross High School 1973 — 1978
Steven Go's Seneca Capital Management Experience 2001 - 2007
Job
Industry Investment Management
Experience
Regis Management Company LLC 2010 - Present
BlackShip Capital Management, L.P. 2007 - 2010
Seneca Capital Management 2001 - 2007
Lante Corporation 2000 - 2001
PricewaterhouseCoopers 1999 - 2000
Ernst & Young 1996 - 1999
G.T. Capital Management 1992 - 1995
Skills
Investment Management, Bloomberg, Fund Administration, Prime Brokerage, Financial Services, Management Consulting, Business Process..., Process Improvement, Auditing, Project Management, Tax, Data Conversion, Axys, Hedge Funds, System Implementations, Alternative Investments, Equities, Private Equity, Investments, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
University of California, Berkeley 1988 — 1991
BA
Phillips Exeter Academy 1983 — 1987
Regis Management Company LLC 2010 - Present
BlackShip Capital Management, L.P. 2007 - 2010
Seneca Capital Management 2001 - 2007
Lante Corporation 2000 - 2001
PricewaterhouseCoopers 1999 - 2000
Ernst & Young 1996 - 1999
G.T. Capital Management 1992 - 1995
Skills
Investment Management, Bloomberg, Fund Administration, Prime Brokerage, Financial Services, Management Consulting, Business Process..., Process Improvement, Auditing, Project Management, Tax, Data Conversion, Axys, Hedge Funds, System Implementations, Alternative Investments, Equities, Private Equity, Investments, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
University of California, Berkeley 1988 — 1991
BA
Phillips Exeter Academy 1983 — 1987
Kevin Hickam's Seneca Capital Management Experience 1999 - 2000
Job Alternative Investments
Industry Financial Services
Experience
Irvine Advisors, LLC January 2015 - Present
Emerson Equity LLC October 2013 - Present
Churchill Pacific Asset Management, LLC 2000 - 2011
Seneca Capital Management 1999 - 2000
Transamerica Investment Services 1989 - 1999
Skills
Relationship Cultivation, Strategic Thinking, Collaboration, Decisive & Analytic..., Objectivity, Portfolio Management, Structured Finance, Trading, Investment Management, Asset Management, Loans, Leveraged Finance, Private Placements, Bonds, Securities, Capital Markets, Hedge Funds, Credit Analysis, Fixed Income, Alternative Investments, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Finance
California State University-Chico
Bachelor of Science (B.S.), Finance ~ Minor in Economics
Irvine Advisors, LLC January 2015 - Present
Emerson Equity LLC October 2013 - Present
Churchill Pacific Asset Management, LLC 2000 - 2011
Seneca Capital Management 1999 - 2000
Transamerica Investment Services 1989 - 1999
Skills
Relationship Cultivation, Strategic Thinking, Collaboration, Decisive & Analytic..., Objectivity, Portfolio Management, Structured Finance, Trading, Investment Management, Asset Management, Loans, Leveraged Finance, Private Placements, Bonds, Securities, Capital Markets, Hedge Funds, Credit Analysis, Fixed Income, Alternative Investments, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Finance
California State University-Chico
Bachelor of Science (B.S.), Finance ~ Minor in Economics
Eric Munson's Seneca Capital Management Experience 1993 - 1996
Job Asset Management Investment professional
Industry Investment Management
Experience
NY Based Family Office September 2012 - Present
Ada Investments January 2012 - June 2012
Stride Capital Group 2010 - 2011
Dancing Bear Cellars 2005 - 2010
Acorn Partners, Hambrecht & Quist, Morgan Stanley, Franklin Templeton, Seneca Capital 1992 - 2000
Seneca Capital Management 1993 - 1996
Franklin Templeton Investments 1988 - 1995
Skills
Public Speaking, Client Communications, Investment Strategies, Private Equity, Investor Relations, Investment Banking, Strategic Planning, Public Relations, Financial Services, Alternative Assets, Equities, Portfolio Management, Investments, Asset Managment, Mutual Funds, Fund Of Funds, Investment Advisory, Fixed Income, Alternative Investments, Capital Markets, Financial Markets, Investment Management, Derivatives, Venture Capital, Hedge Funds, Asset Allocation, Wealth Management, Securities, Family Office, Valuation, Bonds, High Yield, Asset Management, Global Macro, Institutional..., Due Diligence, Managed Futures, Corporate Finance, Pension Funds, Financial Structuring, Financial Modeling, ETFs, High Net Worth..., Wealth Management..., Emerging Markets, Manager Selection, Options, Structured Products, Equity Research, Trading
Education
University of California, Berkeley 1978 — 1982
BA, Economics
Menlo School & College 1974 — 1978
NY Based Family Office September 2012 - Present
Ada Investments January 2012 - June 2012
Stride Capital Group 2010 - 2011
Dancing Bear Cellars 2005 - 2010
Acorn Partners, Hambrecht & Quist, Morgan Stanley, Franklin Templeton, Seneca Capital 1992 - 2000
Seneca Capital Management 1993 - 1996
Franklin Templeton Investments 1988 - 1995
Skills
Public Speaking, Client Communications, Investment Strategies, Private Equity, Investor Relations, Investment Banking, Strategic Planning, Public Relations, Financial Services, Alternative Assets, Equities, Portfolio Management, Investments, Asset Managment, Mutual Funds, Fund Of Funds, Investment Advisory, Fixed Income, Alternative Investments, Capital Markets, Financial Markets, Investment Management, Derivatives, Venture Capital, Hedge Funds, Asset Allocation, Wealth Management, Securities, Family Office, Valuation, Bonds, High Yield, Asset Management, Global Macro, Institutional..., Due Diligence, Managed Futures, Corporate Finance, Pension Funds, Financial Structuring, Financial Modeling, ETFs, High Net Worth..., Wealth Management..., Emerging Markets, Manager Selection, Options, Structured Products, Equity Research, Trading
Education
University of California, Berkeley 1978 — 1982
BA, Economics
Menlo School & College 1974 — 1978
Joseph Dawson, CFA's Seneca Capital Management Experience December 2006 - December 2008
Job High Yield Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed June 2011 - Present
Piper Jaffray May 2010 - August 2010
Seneca Capital Management December 2006 - December 2008
Seneca Capital Management January 2005 - February 2006
Barclays Global Investors 2006 - 2006
Natixis Global Associates March 2000 - December 2004
Jurika and Voyles 2000 - 2004
Skills
Equity Research
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Accounting, Finance
Bates College
Bachelor of Arts, Economics
Waddell & Reed June 2011 - Present
Piper Jaffray May 2010 - August 2010
Seneca Capital Management December 2006 - December 2008
Seneca Capital Management January 2005 - February 2006
Barclays Global Investors 2006 - 2006
Natixis Global Associates March 2000 - December 2004
Jurika and Voyles 2000 - 2004
Skills
Equity Research
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Accounting, Finance
Bates College
Bachelor of Arts, Economics
Jeanne (Balczewski) Dressel's Seneca Capital Management Experience February 2000 - February 2001
Job VP and Corporate Controller at Springleaf Financial Services
Industry Accounting
Experience
Springleaf Financial Services January 2013 - Present
Episcopal Senior Communities July 2010 - December 2012
BRIDGE Housing Corporation January 2007 - March 2010
various January 2001 - December 2006
Seneca Capital Management February 2000 - February 2001
Korve Engineering May 1998 - February 1999
Skills
GAAP, Auditing, Accounting, Non-profits, Budgets, Finance, Strategic Planning, Cash Flow, Managerial Finance, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Management, Financial Statements, Account Reconciliation
Education
San Jose State University 1983 — 1986
Bachelor's in Business Administration, Concentration in Accounting
United States Merchant Marine Academy 1979 — 1982
Bayport Blue Point HS
Springleaf Financial Services January 2013 - Present
Episcopal Senior Communities July 2010 - December 2012
BRIDGE Housing Corporation January 2007 - March 2010
various January 2001 - December 2006
Seneca Capital Management February 2000 - February 2001
Korve Engineering May 1998 - February 1999
Skills
GAAP, Auditing, Accounting, Non-profits, Budgets, Finance, Strategic Planning, Cash Flow, Managerial Finance, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Management, Financial Statements, Account Reconciliation
Education
San Jose State University 1983 — 1986
Bachelor's in Business Administration, Concentration in Accounting
United States Merchant Marine Academy 1979 — 1982
Bayport Blue Point HS