Strategic Investment Solutions

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Strategic Investment Solutions Employees

Employee
Years
Job
Industry
Jonathan Hartmann Jonathan Hartmann San Francisco Bay Area Details
Jonathan Hartmann's Strategic Investment Solutions Experience 2008 - 2012
Job Senior Investment Writer at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  2012 - Present
Strategic Investment Solutions   2008 - 2012
Strategic Investment Solutions   2005 - 2008
State Street Analytics   2003 - 2005
mPower  1999 - 2003

Skills
eVestment Alliance, MPI Stylus, Morningstar Direct, Performance Measurement, Operations Management, Investment Commentary, Microsoft Office, Asset Allocation, Bloomberg Terminal, Defined Benefit, Defined Contribution, Mutual Funds, Databases, Investments, Securities, Investment Advisory, ETFs, Equities, Stylus, Financial Markets, Financial Services, Pensions, Bloomberg, Institutional..., Investment Strategies, Due Diligence, Investment Management, Pension Funds

Education
Kenyon College   1993 — 1997
BA

Faraz Shooshani Faraz Shooshani San Francisco, California Details
Faraz Shooshani's Strategic Investment Solutions Experience August 2006 - Present
Job Institutional Investment Consultant at Strategic Investment Solutions
Industry Investment Management
Experience
Strategic Investment Solutions   August 2006 - Present
California Institute of Technology  February 2003 - August 2006
Catapult Ventures   March 1999 - January 2003
Intel Corporation  March 1998 - December 1998
Calvert Social Venture Partners, L.P.   1996 - 1996
Booz Allen Hamilton  October 1988 - April 1991

Education
Yale University - Yale School of Management   1995 — 1997
MBA, Finance and Marekting

University of California, Berkeley   1985 — 1988
Bachelor of Arts, Economics

A Patricia S Engalla A Patricia S Engalla San Francisco Bay Area Details
A Patricia S Engalla's Strategic Investment Solutions Experience October 2013 - June 2015
Job Executive Assistant to the Executive Director, Financial Services & Administration, UCSF UDAR
Industry Financial Services
Experience
UCSF  July 2015 - Present
Strategic Investment Solutions   October 2013 - June 2015
Cavallo Point Lodge  September 2013 - October 2013
Mandarin House  January 2013 - August 2013
Global LT  November 2011 - August 2013
The Carneros Inn  April 2008 - March 2011
Trainer Wortham   January 2006 - January 2007
First Republic Bank  April 2002 - January 2006
First Republic Trust Company   April 2001 - April 2002
First Republic Bank  January 2000 - January 2001

Skills
Jack of all trade, Detail-oriented, Highly organized, Resourceful problem..., Presentation designer, Project manager, Event coordinator, Creative manager, Expert in Eastern and..., Highly trained in all..., Drawing, Interior Design, Management, Therapeutic Massage, Time Management, Interviews, Microsoft Office, Training, Event Planning, Data Entry, Project Management, Customer Service

Education
National Holistic Institute
Certified Massage Therapist & Health Educator, Graduated top of my class and with honors

TEFL International, Xiaoshan District, Hangzhou, P.R. China
Certified TEFL Teacher

The Fashion Institute of Design and Merchandising
Fashion/Apparel Design

Deborah E. Gallegos, CTP Deborah E. Gallegos, CTP San Francisco Bay Area Details
Deborah E. Gallegos, CTP's Strategic Investment Solutions Experience September 2007 - March 2015
Job Senior Investment Manager at CSAA Insurance Group, a AAA Insurer
Industry Financial Services
Experience
CSAA Insurance Group, a AAA Insurer  March 2015 - Present
Stern Grove Festival Association  2010 - Present
Strategic Investment Solutions   September 2007 - March 2015
New York City Office of the Comptroller  January 2005 - February 2006
New Mexico State Investment Council  May 2003 - July 2004
J.P. Morgan   June 1996 - June 2002

Skills
Ability to..., Oral and written..., Superior negotiating..., Strategic thinker,..., Equity Research, Portfolio Management, Budgets, Asset Management, Investments, Due Diligence, Retirement, Emerging Markets, Alternative Investments, Banking, Private Equity, Equities, Investment Management, Strategy, Financial Modeling, Hedge Funds

Education
University of California, Berkeley, Haas School of Business   1993 — 1995
Master of Business Administration (MBA), Finance, General

University of California, Berkeley   1985 — 1989
Bachelor of Arts (BA), Political Economy of Industrialized Societies

Richard Dabrowski Richard Dabrowski Greater Chicago Area Details
Richard Dabrowski's Strategic Investment Solutions Experience November 2011 - February 2014
Job Senior Consultant at Mercer Investments
Industry Financial Services
Experience
Mercer Investments  April 2014 - Present
Strategic Investment Solutions   November 2011 - February 2014
Harris Investments   December 2004 - March 2011
Nicholas Applegate  June 1999 - December 2004
Mercer Investment Consulting  July 1987 - June 1999

Skills
Alternative Investments, Investments, Portfolio Management, Investment Strategies, Hedge Funds, Asset Managment, Asset Allocation, Investment Management, Equities, Fixed Income, Institutional Investors, Mutual Funds, Series 7, Investment Advisory, Wealth Management

Education
The University of Chicago Booth School of Business   1985 — 1987
MBA, Finance, Business Policy

Elmhurst College   1981 — 1985
BS, Economics, Finance, Minor in Mathematics

Jose Disla Jose Disla Bronx, New York Details
Jose Disla's Strategic Investment Solutions Experience August 2002 - October 2004
Job Security Consultant Professional at STZ Security Company
Industry Staffing and Recruiting
Experience
STZ Security Company   February 2010 - Present
Mosholu Montefiore Community Center  November 2006 - February 2010
Strive International   January 2005 - August 2006
Strategic Investment Solutions   August 2002 - October 2004

Skills
Blackberry, Remote Assistance, LogMeIn, HTML, WYSIWYG layout tools, Network Security, Remote Access, Internet Access, IP Cameras, DVR, Spanish, Spanish translation, Video Editing, Audio Editing, Video Shooting, Tablet PC, Desktop Support, Desktop Administration, Technical Support, Social Media, Microsoft Excel, Customer Service, Event Planning, Team Building, Virtual Assistance, Budgets, Community Outreach, Program Development, Strategic Planning, Resume Writing, Case Managment

Education
CUNY Bronx Community College   2009 — 2012
Associate in Applied Sciences Degree (A.A.S.), Marketing/Marketing Management, General, 3.6

John Meier John Meier San Francisco Bay Area Details
John Meier's Strategic Investment Solutions Experience 1994 - Present
Job Managing Director at Strategic Investment Solutions
Industry Investment Management
Experience
Strategic Investment Solutions   1994 - Present
Barra  1988 - 1994
Standard Oil Company, Inc  1978 - 1986

Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Asset Allocation, Portfolio Management, Investment Management, Fixed Income, Investments, Mutual Funds, Private Equity, Investment Strategies, Financial Modeling, Valuation, Investment Advisory, Due Diligence, Risk Management, Equity Research, Capital Markets, Fund Of Funds

Education
University of California, Berkeley   1986 — 1988
Master of Business Administration (MBA), Finance, General

Michigan State University   1974 — 1978
Bachelor's degree, Chemical Engineering

Cristy Meier Cristy Meier Boston, Massachusetts Details
Cristy Meier's Strategic Investment Solutions Experience May 2009 - August 2009
Job Associate Investment Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services  October 2014 - Present
Dana-Farber Cancer Institute  October 2012 - October 2014
Dialysis Clinic, Inc.   June 2011 - August 2011
Kaiser Permanente  2011 - 2011
Strategic Investment Solutions   May 2009 - August 2009

Skills
Clinical Research, Clinical Trials, Cancer, Oncology, Cell Biology, Public Health, Lifesciences, Immunology, Microsoft Excel, Financial Modeling, Data Analysis

Education
Amherst College   2008 — 2012
Bachelor of Arts (B.A.), Biology

The Branson School   2004 — 2008

Dai Chen Dai Chen San Francisco Bay Area Details
Dai Chen's Strategic Investment Solutions Experience February 2015 - May 2015
Job Graduate Student in Applied Statistics
Industry Higher Education
Experience
Carnegie Mellon University  August 2015 - Present
Varian Medical Systems  June 2015 - Present
Strategic Investment Solutions   February 2015 - May 2015
Percolata  January 2015 - March 2015
Simms Lab   2012 - 2014

Skills
R, Statistics, Microsoft Excel, LaTeX, Analysis, Microsoft Word, Python, SQL, Microsoft Office, Morningstar, Dynamo, MPI, Splunk, PowerPoint, Public Speaking

Education
Carnegie Mellon University   2015 — 2016
Master of Science (M.S.), Statistical Practice

University of California, Berkeley   2011 — 2015
Bachelor of Arts (B.A.), Statistics

Jonathan Brody, CFA Jonathan Brody, CFA San Francisco Bay Area Details
Jonathan Brody, CFA's Strategic Investment Solutions Experience July 2003 - Present
Job Senior Vice President at Strategic Investment Solutions
Industry Financial Services
Experience
Strategic Investment Solutions   July 2003 - Present
mPower Advisors (Acquired by Morningstar)   November 1999 - January 2003
Franklin Templeton Investments  1997 - November 1999

Education
The Johns Hopkins University
Doctor of Philosophy (Ph.D.), Philosophy

The Johns Hopkins University
Master of Arts (MA), Philosophy

Reed College
Bachelor of Arts (B.A.), Philosophy

Jackson Sierra Jackson Sierra San Francisco Bay Area Details
Jackson Sierra's Strategic Investment Solutions Experience April 2010 - August 2010
Job Computer Science Student at Stanford University
Industry Internet
Experience
Box  August 2014 - January 2015
Box  November 2013 - July 2014
Box  October 2011 - May 2014
Triage Consulting Group  September 2010 - September 2011
Strategic Investment Solutions   April 2010 - August 2010
America's Health Insurance Plans (AHIP)   June 2009 - August 2009

Skills
SQL, Visual Basic, Java, Salesforce.com, Enterprise Software, Data Analysis, Cloud Computing

Education
Stanford University   2014 — 2016
Computer Science

Stanford University   2006 — 2010
Bachelor of Arts (B.A.), Economics

MakerSquare

MakerSquare

MakerSquare

MakerSquare

Matthew Silva Matthew Silva San Francisco Bay Area Details
Matthew Silva's Strategic Investment Solutions Experience May 2012 - June 2014
Job Associate Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock  June 2014 - Present
Strategic Investment Solutions   May 2012 - June 2014
U.S. Army   May 2005 - May 2010

Skills
Operational Planning, Military, Army, Military Operations, National Security, Military Experience, Security Clearance, Command, DoD, Defense, Intelligence Analysis, Top Secret, Force Protection, Intelligence, Organizational..., Counterinsurgency, Government

Education
University of San Diego   2010 — 2012
Master of Business Administration (MBA), Finance and Financial Management Services

United States Military Academy at West Point   2001 — 2005
Systems Engineer

Trent Overzet Trent Overzet Oak Forest, Illinois Details
Trent Overzet's Strategic Investment Solutions Experience June 2011 - Present
Job Apprentice at Strategic Investment Solutions
Industry Financial Services
Experience
White Sox Academy   April 2013 - Present
Strategic Investment Solutions   June 2011 - Present
Anderson Lower Whitlow Pc   January 2015 - April 2015
Rich Concrete   May 2013 - January 2015

Skills
Investment Strategies, Portfolio Management, Equities, Accounting, Baseball, Asset Allocation, Financial Accounting, Investments, Investment Advisory, Alternative Investments, Asset Management, Investment Management, Mutual Funds, Valuation, Managerial Finance, Financial Analysis, Sports, Sports Coaching, Construction Accounting, Construction, Hedge Funds, Politics, Commodity Markets

Education
Augustana College   2012 — 2016
Accounting Major, Finance Major, Pre-Law Minor

Richard Moreau Richard Moreau San Francisco Bay Area Details
Richard Moreau's Strategic Investment Solutions Experience 2002 - 2005
Job Vice President and Relationship Manager
Industry Financial Services
Experience
Bank of New York Mellon  January 2007 - September 2013
Masonic Grand Lodge of California  January 2005 - December 2006
Strategic Investment Solutions   2002 - 2005
Barclays Global Investors  2000 - 2001
State Street  1995 - 2000

Skills
Asset Management, Financial Services, Securities, Portfolio Management, Fixed Income, Mutual Funds, Equities, Investments, Derivatives, Asset Allocation, Relationship Management, Series 7, Capital Markets, Hedge Funds, Business Development, Global Custody, Alternative Investments, Banking, Asset Managment

Education
Boston College

Margaret Jadallah Margaret Jadallah San Francisco Bay Area Details
Margaret Jadallah's Strategic Investment Solutions Experience September 2014 - Present
Job Managing Director at Strategic Investment Solutions
Industry Financial Services
Experience
Strategic Investment Solutions   September 2014 - Present
Bivium Capital Partners   December 2008 - August 2014
Harris myCFO IAS   June 2007 - October 2008
Strategic Investment Solutions   July 1994 - May 2007

Education
University of California, Berkeley, Haas School of Business   1992 — 1994
MBA, Finance

Smith College
Bachelor's Degree, Economics

Derek Kong Derek Kong San Francisco, California Details
Derek Kong's Strategic Investment Solutions Experience February 2015 - Present
Job Senior Investment Analyst at Strategic Investment Solutions
Industry Financial Services
Experience
Strategic Investment Solutions   February 2015 - Present
Probitas Partners  February 2014 - February 2015
GNV Holdings   December 2011 - February 2014
Houlihan Lokey  May 2010 - July 2010
Compass Group  September 2006 - July 2009
CIBC World Markets  March 2005 - September 2006

Skills
Private Equity, Investments, Leveraged Finance, Mutual Funds, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Capital Markets, Bloomberg, Mergers & Acquisitions, Equities, Emerging Markets, Business Valuation, Portfolio Management, Venture Capital, Equity Research, Business Strategy, Restructuring, Analysis, Fixed Income, Asset Management, Economics, Alternative Investments

Education
University of Chicago Graduate School of Business   2009 — 2011
MBA, International Business, Finance

Claremont McKenna College   2000 — 2003
Bachelor of Science (BS), Economics Accounting

Stephen Quirk, CFA Stephen Quirk, CFA San Francisco Bay Area Details
Stephen Quirk, CFA's Strategic Investment Solutions Experience September 2011 - Present
Job Vice President at Strategic Investment Solutions
Industry Investment Management
Experience
Strategic Investment Solutions   September 2011 - Present
Progress Investment Management Company  August 2005 - January 2011
Barra  March 2001 - July 2005

Education
Siena College   1991 — 1995
B.S., Finance

Augienette Castillo Augienette Castillo San Francisco Bay Area Details
Augienette Castillo's Strategic Investment Solutions Experience 2014 - Present
Job Investment Analyst at Strategic Investment Solutions
Industry Financial Services
Experience
Strategic Investment Solutions   2014 - Present
FCC Alameda   October 2013 - Present
state street  1997 - 2012

Skills
Financial Accounting, Financial Analysis, Accounting, Auditing, Portfolio Management, Financial Reporting, Corporate Finance, Bloomberg, Financial Modeling, Valuation, Asset Management, Risk Management, Financial Services, Derivatives, Investments, Finance

Education
California State University-Hayward   1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General

California State University-East Bay
BS in Business Administration, Accounting and Computer Information Systems

William Andrade William Andrade Andover, Massachusetts Details
William Andrade's Strategic Investment Solutions Experience 2000 - 2001
Job Global Head of Client Reporting Portfolio Solutions at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets  March 2001 - Present
Strategic Investment Solutions   2000 - 2001
NEPC  1998 - 2000

Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Investments, Portfolio Management, Bloomberg, Financial Analysis, Derivatives, Banking, Asset Management, Securities, Risk Management, Business Analysis, Relationship Management, Financial Modeling, Microsoft Excel, Capital Markets, Finance

Education
Bridgewater State University   1995 — 1998
Bachelor of Science (BS), Finance, General