Shelton Capital Management
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Shelton Capital Management Employees
Employee
Years
Job
Industry
Cassandra Poggi Cassandra Poggi's Shelton Capital Management Experience March 2013 - June 2014
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
Shelton Capital Management March 2013 - June 2014
AXA Equitable November 2012 - January 2013
AXA Equitable August 2011 - November 2012
Mexico Lindo Restaurant March 2007 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
University of Hawaii at Manoa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Punahou School 2003 — 2008
BlackRock June 2014 - Present
Shelton Capital Management March 2013 - June 2014
AXA Equitable November 2012 - January 2013
AXA Equitable August 2011 - November 2012
Mexico Lindo Restaurant March 2007 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
University of Hawaii at Manoa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Punahou School 2003 — 2008
Charles Sandmel Charles Sandmel's Shelton Capital Management Experience January 2015 - Present
Job
Industry Investment Management
Experience
Shelton Capital Management January 2015 - Present
First Affirmative Financial Network January 1998 - December 2014
Liberty Mutual Insurance September 1994 - December 1997
Ambac May 1982 - August 1994
Paine Webber 1977 - 1982
Skills
Municipal Bonds, Portfolio Management, Socially Responsible..., Investment Advisory, Investments, Asset Managment, Wealth Management, Bonds
Education
New York University 1970 — 1973
MPA
Clifton School, Walnut Hills HS 1952 — 1965
Shelton Capital Management January 2015 - Present
First Affirmative Financial Network January 1998 - December 2014
Liberty Mutual Insurance September 1994 - December 1997
Ambac May 1982 - August 1994
Paine Webber 1977 - 1982
Skills
Municipal Bonds, Portfolio Management, Socially Responsible..., Investment Advisory, Investments, Asset Managment, Wealth Management, Bonds
Education
New York University 1970 — 1973
MPA
Clifton School, Walnut Hills HS 1952 — 1965
Chona Ocampo Chona Ocampo's Shelton Capital Management Experience July 2013 - March 2014
Job Porting Specialist at Voxbone
Industry Telecommunications
Experience
Voxbone July 2014 - Present
Consensus Corporation April 2014 - June 2014
Shelton Capital Management July 2013 - March 2014
Tom James Company May 2011 - July 2013
Skills
Apparel, Customer Service, Microsoft Office, Social Networking, Marketing, Management, PowerPoint, Time Management, Microsoft Excel, Sales, Event Planning, Social Media, Leadership, Microsoft Word, Research
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Sociology
Voxbone July 2014 - Present
Consensus Corporation April 2014 - June 2014
Shelton Capital Management July 2013 - March 2014
Tom James Company May 2011 - July 2013
Skills
Apparel, Customer Service, Microsoft Office, Social Networking, Marketing, Management, PowerPoint, Time Management, Microsoft Excel, Sales, Event Planning, Social Media, Leadership, Microsoft Word, Research
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Sociology
Bettina Jefferis Bettina Jefferis's Shelton Capital Management Experience June 2010 - August 2014
Job Experienced Operations Support Professional
Industry Executive Office
Experience
Authentica Center 2014 - Present
Shelton Capital Management June 2010 - August 2014
Law Office of Elizabeth Strasen January 2012 - June 2014
Skills
Financial Analysis, Alternative Investments, Microsoft Excel, Customer Service, Mutual Funds, Equities, Hedge Funds, Microsoft Office, PowerPoint, Asset Management, Leadership, Accounting, Budgets, Online Marketing, Project Management, Fixed Income, Portfolio Management, Strategic Planning, Human Resources, Event Planning, Team Building, Financial Modeling, Fundraising
Education
Dominican University of California 2011 — 2013
BA, Humanities
San Francisco State University 2010 — 2011
Paralegal Certificate, graduated with High Honors
Authentica Center 2014 - Present
Shelton Capital Management June 2010 - August 2014
Law Office of Elizabeth Strasen January 2012 - June 2014
Skills
Financial Analysis, Alternative Investments, Microsoft Excel, Customer Service, Mutual Funds, Equities, Hedge Funds, Microsoft Office, PowerPoint, Asset Management, Leadership, Accounting, Budgets, Online Marketing, Project Management, Fixed Income, Portfolio Management, Strategic Planning, Human Resources, Event Planning, Team Building, Financial Modeling, Fundraising
Education
Dominican University of California 2011 — 2013
BA, Humanities
San Francisco State University 2010 — 2011
Paralegal Certificate, graduated with High Honors
Terry Warren Terry Warren's Shelton Capital Management Experience April 1987 - Present
Job Vice President, Client OperationsShelton Capital Management
Industry Investment Management
Experience
Shelton Capital Management April 1987 - Present
California Investment Trust April 1987 - December 2011
Skills
Research, Portfolio Management, Project Management, Equities, Leadership, Public Speaking
Education
University of Oregon
Shelton Capital Management April 1987 - Present
California Investment Trust April 1987 - December 2011
Skills
Research, Portfolio Management, Project Management, Equities, Leadership, Public Speaking
Education
University of Oregon
Karla Soriano Karla Soriano's Shelton Capital Management Experience February 2013 - April 2013
Job Senior Administrative Associate at Genentech
Industry Public Relations and Communications
Experience
Genentech May 2013 - Present
Shelton Capital Management February 2013 - April 2013
Boulevard Cafe Restaurant August 2009 - September 2012
Associated Students Inc. at SF State September 2010 - December 2010
Sylvan Learning Centers August 2005 - August 2007
Skills
Customer Service, Restaurants, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Food Service, Food & Beverage, Hospitality, Bartending, Event Planning, Teamwork, Social Media, Restaurant Management, Facebook, Cashiering, Data Entry
Education
San Francisco State University 2007 — 2012
Bachelor's degree, Communication, General
Genentech May 2013 - Present
Shelton Capital Management February 2013 - April 2013
Boulevard Cafe Restaurant August 2009 - September 2012
Associated Students Inc. at SF State September 2010 - December 2010
Sylvan Learning Centers August 2005 - August 2007
Skills
Customer Service, Restaurants, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Food Service, Food & Beverage, Hospitality, Bartending, Event Planning, Teamwork, Social Media, Restaurant Management, Facebook, Cashiering, Data Entry
Education
San Francisco State University 2007 — 2012
Bachelor's degree, Communication, General
Kimberly Mak Kimberly Mak's Shelton Capital Management Experience April 2011 - May 2012
Job HR Services/HRS Field Support Specialist at Paychex
Industry Human Resources
Experience
Paychex May 2012 - Present
Shelton Capital Management April 2011 - May 2012
Wells Fargo January 2006 - April 2011
Skills
Human Resources, Salesforce.com, Time Management, Employee Benefits, Recruiting, Training, Microsoft Office, Financial Reporting, Sales Commissions, Expense Reports, Retail Banking, Data Analysis, Payroll, Onboarding
Education
San Jose State University 2005 — 2008
Bachelor of Arts (B.A.), Human Resources Management and Services
San Francisco State University 2003 — 2004
Paychex May 2012 - Present
Shelton Capital Management April 2011 - May 2012
Wells Fargo January 2006 - April 2011
Skills
Human Resources, Salesforce.com, Time Management, Employee Benefits, Recruiting, Training, Microsoft Office, Financial Reporting, Sales Commissions, Expense Reports, Retail Banking, Data Analysis, Payroll, Onboarding
Education
San Jose State University 2005 — 2008
Bachelor of Arts (B.A.), Human Resources Management and Services
San Francisco State University 2003 — 2004
Justin Kunz Justin Kunz's Shelton Capital Management Experience June 2005 - January 2007
Job VP, Relationship Manager Fidelity Family Office
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Shelton Capital Management June 2005 - January 2007
New York Life Insurance Company January 2003 - June 2005
Education
St Francis high school
University of Arizona
BS, Business Economics
University of Arizona, Eller College of Management
Business Economics
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Shelton Capital Management June 2005 - January 2007
New York Life Insurance Company January 2003 - June 2005
Education
St Francis high school
University of Arizona
BS, Business Economics
University of Arizona, Eller College of Management
Business Economics
Lori McElroy Lori McElroy's Shelton Capital Management Experience August 2014 - Present
Job Client Services at Shelton Capital Management
Industry Financial Services
Experience
Shelton Capital Management August 2014 - Present
Zoola Inc. December 2012 - August 2014
Online Safety Systems (Plant Assessor) 2008 - 2012
Toyota Australia Motor Corporation 2004 - 2008
Sage Life Assurance of America, Inc. 2001 - 2003
Janus Capital Group 1993 - 2001
AEGON USA 1986 - 1993
Skills
Customer Service, Strategic Planning, Customer Relations, Sales Process, Mutual Funds, Relationship Management, Financial Services, Risk Management, Change Management, Direct Sales, Business Planning, Negotiation, Marketing, Marketing Strategy, Sales, Training, Budgets, Customer Retention, CRM, Account Management
Education
University of Colorado Denver
Candidate for Bachelor of Arts (BA), Communications
Shelton Capital Management August 2014 - Present
Zoola Inc. December 2012 - August 2014
Online Safety Systems (Plant Assessor) 2008 - 2012
Toyota Australia Motor Corporation 2004 - 2008
Sage Life Assurance of America, Inc. 2001 - 2003
Janus Capital Group 1993 - 2001
AEGON USA 1986 - 1993
Skills
Customer Service, Strategic Planning, Customer Relations, Sales Process, Mutual Funds, Relationship Management, Financial Services, Risk Management, Change Management, Direct Sales, Business Planning, Negotiation, Marketing, Marketing Strategy, Sales, Training, Budgets, Customer Retention, CRM, Account Management
Education
University of Colorado Denver
Candidate for Bachelor of Arts (BA), Communications
Sarah Goss's Shelton Capital Management Experience August 2012 - February 2013
Job Project Coordinator at Alta Planning + Design
Industry Architecture & Planning
Experience
Alta Planning + Design August 2015 - Present
David Reiley August 2009 - August 2015
Weaver Labs August 2013 - July 2015
Shelton Capital Management August 2012 - February 2013
Freelance 2009 - 2013
Nordstrom May 2006 - August 2009
Paychex December 2004 - January 2006
Skills
Microsoft Office, Quickbooks, Mac/PC proficient, Writing, Interviewing, Page Layout, Internet Research, Project Coordination, Proofreading, AP Style Guide, Copyediting, Scheduling, Office Administration, Bookkeeping, Travel Records, Data Entry, Appointment Setting, Business Correspondence, Liason, Customer Relations, HTML basics, Problem Solving, Interviews, Copy Editing, Online Research, Microsoft Outlook, Filing, Event Planning, Compliance..., mutual funds, 401k, Mail Merge, Google Docs, Customer Service, PowerPoint, Leadership, Public Speaking, Editing, Research, Outlook, Public Relations
Education
Allegheny College 2004 — 2008
B.A., English, Psychology, Spanish
Lancaster University
Alta Planning + Design August 2015 - Present
David Reiley August 2009 - August 2015
Weaver Labs August 2013 - July 2015
Shelton Capital Management August 2012 - February 2013
Freelance 2009 - 2013
Nordstrom May 2006 - August 2009
Paychex December 2004 - January 2006
Skills
Microsoft Office, Quickbooks, Mac/PC proficient, Writing, Interviewing, Page Layout, Internet Research, Project Coordination, Proofreading, AP Style Guide, Copyediting, Scheduling, Office Administration, Bookkeeping, Travel Records, Data Entry, Appointment Setting, Business Correspondence, Liason, Customer Relations, HTML basics, Problem Solving, Interviews, Copy Editing, Online Research, Microsoft Outlook, Filing, Event Planning, Compliance..., mutual funds, 401k, Mail Merge, Google Docs, Customer Service, PowerPoint, Leadership, Public Speaking, Editing, Research, Outlook, Public Relations
Education
Allegheny College 2004 — 2008
B.A., English, Psychology, Spanish
Lancaster University
Jiasu (David) Deng Jiasu (David) Deng's Shelton Capital Management Experience July 2015 - August 2015
Job Student at Duke University
Industry Financial Services
Experience
Duke Investment Club February 2015 - Present
Shelton Capital Management July 2015 - August 2015
Deloitte May 2015 - July 2015
Duke-UNC China Leadership Summit September 2014 - February 2015
ZIG Consulting May 2014 - July 2014
Skills
Financial Analysis, Financial Accounting, Research, Due Diligence, Economics, Valuation, Financial Modeling, Value Investing, Corporate Finance, Mergers & Acquisitions, Team Leadership, Public Speaking, Mandarin, English, Microsoft Office, Microsoft Excel, PowerPoint
Education
Duke University 2013 — 2017
Bachelor of Science (BS), Economics with Finance Concentration and Markets & Management Studies Certificate, 3.9/4.0
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer School, Finance
Beijing No.4 High School 2007 — 2013
High School Diploma, Liberal Arts, 4.0/4.0
Duke Investment Club February 2015 - Present
Shelton Capital Management July 2015 - August 2015
Deloitte May 2015 - July 2015
Duke-UNC China Leadership Summit September 2014 - February 2015
ZIG Consulting May 2014 - July 2014
Skills
Financial Analysis, Financial Accounting, Research, Due Diligence, Economics, Valuation, Financial Modeling, Value Investing, Corporate Finance, Mergers & Acquisitions, Team Leadership, Public Speaking, Mandarin, English, Microsoft Office, Microsoft Excel, PowerPoint
Education
Duke University 2013 — 2017
Bachelor of Science (BS), Economics with Finance Concentration and Markets & Management Studies Certificate, 3.9/4.0
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer School, Finance
Beijing No.4 High School 2007 — 2013
High School Diploma, Liberal Arts, 4.0/4.0
Tianxing Hu Tianxing Hu's Shelton Capital Management Experience 2013 - Present
Job Accounting Operations Associate at Shelton Capital Management
Industry Financial Services
Experience
Shelton Capital Management 2013 - Present
Anatomage Inc. 2012 - 2012
University of California, Berkeley, Haas School of Business 2011 - 2011
UC Berkeley 2010 - 2011
Education
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Double Major: Business Administration (Haas), Chinese Studies, 3.9
Shelton Capital Management 2013 - Present
Anatomage Inc. 2012 - 2012
University of California, Berkeley, Haas School of Business 2011 - 2011
UC Berkeley 2010 - 2011
Education
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Double Major: Business Administration (Haas), Chinese Studies, 3.9
Neil Hueston Neil Hueston's Shelton Capital Management Experience September 2012 - Present
Job Director, Advisor Services, Shelton Capital Management
Industry Financial Services
Experience
Shelton Capital Management September 2012 - Present
McCombs MBA Investment Fund December 2010 - May 2012
Dimensional Fund Advisors June 2011 - August 2011
Elite Polo Camps September 2007 - August 2010
San Francisco Dragons of Major League Lacrosse April 2007 - September 2007
Takeda Pharmaceuticals July 2003 - May 2006
Skills
Valuation, Portfolio Management, Financial Modeling, Business Development, Financial Analysis, Entrepreneurship, Sales, Business Strategy, Management, Strategy, Market Research, Marketing Strategy, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investment Management & Finance
UCLA
BA, Economics
Shelton Capital Management September 2012 - Present
McCombs MBA Investment Fund December 2010 - May 2012
Dimensional Fund Advisors June 2011 - August 2011
Elite Polo Camps September 2007 - August 2010
San Francisco Dragons of Major League Lacrosse April 2007 - September 2007
Takeda Pharmaceuticals July 2003 - May 2006
Skills
Valuation, Portfolio Management, Financial Modeling, Business Development, Financial Analysis, Entrepreneurship, Sales, Business Strategy, Management, Strategy, Market Research, Marketing Strategy, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investment Management & Finance
UCLA
BA, Economics
Dennis Clark's Shelton Capital Management Experience January 2011 - Present
Job Managing Director at Shelton Capital Management
Industry Financial Services
Experience
Shelton Capital Management January 2011 - Present
Advisor Partners, LLC June 2001 - January 2011
Charles Schwab & Co. January 1989 - March 2000
Education
University of Oregon 1977 — 1982
B.S., Finance
Shelton Capital Management January 2011 - Present
Advisor Partners, LLC June 2001 - January 2011
Charles Schwab & Co. January 1989 - March 2000
Education
University of Oregon 1977 — 1982
B.S., Finance
Alina Cheng's Shelton Capital Management Experience May 2012 - December 2012
Job Compliance Analyst
Industry Accounting
Experience
Grail Research, a division of Integreon January 2013 - Present
Shelton Capital Management May 2012 - December 2012
Accountemps April 2012 - April 2012
ATK June 2009 - February 2012
The Toro Company June 2008 - August 2008
Skills
Auditing, Compliance, Anti Money Laundering, Process Improvement, Economic Sanctions, Sarbanes-Oxley Act, Due Diligence, Accounting, KYC, Hyperion Enterprise, Accounts Payable, Paisley, Windows 7, SOX, Microsoft Office, Audit, Hyperion, Netsuite, Cognos, San Francisco
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Accounting, Finance
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Wayzata High School
Wayzata High School
Grail Research, a division of Integreon January 2013 - Present
Shelton Capital Management May 2012 - December 2012
Accountemps April 2012 - April 2012
ATK June 2009 - February 2012
The Toro Company June 2008 - August 2008
Skills
Auditing, Compliance, Anti Money Laundering, Process Improvement, Economic Sanctions, Sarbanes-Oxley Act, Due Diligence, Accounting, KYC, Hyperion Enterprise, Accounts Payable, Paisley, Windows 7, SOX, Microsoft Office, Audit, Hyperion, Netsuite, Cognos, San Francisco
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Accounting, Finance
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Wayzata High School
Wayzata High School
Paul Schemel's Shelton Capital Management Experience June 2013 - Present
Job Investor Services at Shelton Capital Management
Industry Investment Management
Experience
Shelton Capital Management June 2013 - Present
Tulane Hullabaloo September 2011 - April 2013
Hint Inc. May 2011 - August 2011
ISU Insurance Services of San Francisco 2009 - 2010
ISU Insurance and Investment Group May 2009 - August 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Quickbooks, Bloomberg, Sales Management, Sales Operations, Microsoft Word, Microsoft Excel, QuickBooks, Sales, Marketing Strategy, CRM, Marketing, Management, Social Media, Public Speaking, Research, Financial Modeling, Social Networking, Facebook, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance
Menlo School 2005 — 2009
Crocker
Crocker
Shelton Capital Management June 2013 - Present
Tulane Hullabaloo September 2011 - April 2013
Hint Inc. May 2011 - August 2011
ISU Insurance Services of San Francisco 2009 - 2010
ISU Insurance and Investment Group May 2009 - August 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Quickbooks, Bloomberg, Sales Management, Sales Operations, Microsoft Word, Microsoft Excel, QuickBooks, Sales, Marketing Strategy, CRM, Marketing, Management, Social Media, Public Speaking, Research, Financial Modeling, Social Networking, Facebook, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance
Menlo School 2005 — 2009
Crocker
Crocker
Dave Hollister's Shelton Capital Management Experience October 2011 - Present
Job Technology Program Management, Digital Strategy, Ecommerce, Web Development
Industry Information Technology and Services
Experience
Hollister Interactive Group October 2011 - Present
SPECAT Companies December 2011 - Present
Shelton Capital Management October 2011 - Present
Perfect Fitness (Perfect Pushup) June 2008 - December 2011
Organic June 2007 - May 2008
Adteractive July 2005 - July 2007
The Gap, Inc. June 2004 - August 2005
Intuit July 2001 - June 2004
ZuluSports November 1999 - May 2001
Beyond.com May 1998 - July 1999
Skills
E-commerce, IT Management, Web Development, Online Marketing, SEO, Online Advertising, SEM, Strategy, Digital Marketing, Social Media Marketing, Marketing, Digital Strategy, Product Management, Web Analytics, Lead Generation, Mobile Devices, Social Media, Program Management, Business Development, Enterprise Software, Cross-functional Team...
Education
American University - Kogod School of Business 1995 — 1997
MBA, Information Systems
San Diego State University-California State University 1985 — 1990
BS, Aerospace Engineering
Hollister Interactive Group October 2011 - Present
SPECAT Companies December 2011 - Present
Shelton Capital Management October 2011 - Present
Perfect Fitness (Perfect Pushup) June 2008 - December 2011
Organic June 2007 - May 2008
Adteractive July 2005 - July 2007
The Gap, Inc. June 2004 - August 2005
Intuit July 2001 - June 2004
ZuluSports November 1999 - May 2001
Beyond.com May 1998 - July 1999
Skills
E-commerce, IT Management, Web Development, Online Marketing, SEO, Online Advertising, SEM, Strategy, Digital Marketing, Social Media Marketing, Marketing, Digital Strategy, Product Management, Web Analytics, Lead Generation, Mobile Devices, Social Media, Program Management, Business Development, Enterprise Software, Cross-functional Team...
Education
American University - Kogod School of Business 1995 — 1997
MBA, Information Systems
San Diego State University-California State University 1985 — 1990
BS, Aerospace Engineering
Kevin Kogler's Shelton Capital Management Experience February 2005 - Present
Job Founder & President MicroBiz POS
Industry Computer Software
Experience
MicroBiz Cloud Point of Sale March 2012 - Present
Shelton Capital Management February 2005 - Present
CAM Commerce Solutions April 2010 - March 2012
Robertson Piper Software Group August 2006 - March 2012
FBR 2003 - 2006
Citi 2001 - 2003
Citi 2001 - 2003
Citi 2001 - 2003
Credit Suisse First Boston (formely Donaldson Lufkin & Jenrette) 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Retail, Accounting, Mutual Funds, Valuation, Mergers, Financial Modeling, Due Diligence, Private Equity, Portfolio Management
Education
The University of Chicago - Booth School of Business 1992 — 1995
MBA, Analytical Finance, Accounting, With Honors
University of Wisconsin-Madison 1985 — 1989
BBA, Real Estate/Accounting
Wauwatosa East 1981 — 1984
General
MicroBiz Cloud Point of Sale March 2012 - Present
Shelton Capital Management February 2005 - Present
CAM Commerce Solutions April 2010 - March 2012
Robertson Piper Software Group August 2006 - March 2012
FBR 2003 - 2006
Citi 2001 - 2003
Citi 2001 - 2003
Citi 2001 - 2003
Credit Suisse First Boston (formely Donaldson Lufkin & Jenrette) 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Retail, Accounting, Mutual Funds, Valuation, Mergers, Financial Modeling, Due Diligence, Private Equity, Portfolio Management
Education
The University of Chicago - Booth School of Business 1992 — 1995
MBA, Analytical Finance, Accounting, With Honors
University of Wisconsin-Madison 1985 — 1989
BBA, Real Estate/Accounting
Wauwatosa East 1981 — 1984
General
Joseph Mazzola's Shelton Capital Management Experience January 2015 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Shelton Capital Management January 2015 - Present
TD Ameritrade January 2008 - December 2014
Simplex Investments February 2004 - December 2007
Bear Stearns March 2000 - October 2003
Skills
Public Speaking, Financial Analysis, Equity Derivatives, Financial Modeling, Financial Management, Project Portfolio..., Content Creation, Content Strategy, Managerial Finance, Equities, Portfolio Management, Investments, Proprietary Trading, Derivatives, Options, Trading, Alternative Investments, ETFs, Finance, Financial Markets, Financial Risk, Hedging, Risk Management, Securities, Valuation, Volatility, FINRA, Investment Management, Series 7, Options Strategies, Asset Allocation, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services, 3.5
Kalamazoo College 1994 — 1998
Bachelor's degree, Economics
Mattawan
Shelton Capital Management January 2015 - Present
TD Ameritrade January 2008 - December 2014
Simplex Investments February 2004 - December 2007
Bear Stearns March 2000 - October 2003
Skills
Public Speaking, Financial Analysis, Equity Derivatives, Financial Modeling, Financial Management, Project Portfolio..., Content Creation, Content Strategy, Managerial Finance, Equities, Portfolio Management, Investments, Proprietary Trading, Derivatives, Options, Trading, Alternative Investments, ETFs, Finance, Financial Markets, Financial Risk, Hedging, Risk Management, Securities, Valuation, Volatility, FINRA, Investment Management, Series 7, Options Strategies, Asset Allocation, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services, 3.5
Kalamazoo College 1994 — 1998
Bachelor's degree, Economics
Mattawan