The Conifer Group, LLC

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The Conifer Group, LLC Employees

Employee
Years
Job
Industry
Mark Friesen Mark Friesen Edmonton, Canada Area Details
Mark Friesen's The Conifer Group, LLC Experience July 2002 - October 2011
Job Chief Financial Officer at Buffalo Inspection Services Inc.
Industry Oil & Energy
Experience
Buffalo Inspection Services Inc.   February 2014 - Present
Corporate Financial Consulting   December 2012 - February 2014
The Conifer Group, LLC   July 2002 - October 2011
Kovell Trading, LLC   2001 - 2002
Banc of America Securities  1999 - 2001
Ernst & Young  1996 - 1999

Skills
Hedge Funds, Equities, Capital Markets, Asset Managment, Investments, Finance, Bloomberg, Due Diligence, Alternative Investments, Fixed Income, Securities, Fund Of Funds, Portfolio Management, Series 7, Series 63, Derivatives, Internal Controls, Valuation, Private Equity, Financial Analysis, Financial Services, Risk Management, Financial Markets, Asset Management, Trading

Education
Chartered Accountant   1996 — 1999
Chartered Accountant

University of Alberta   1992 — 1996
Bachelor of Commerce, Accounting and Finance

CICBV

CICBV

Melissa Harbourne Melissa Harbourne Pleasanton, California Details
Melissa Harbourne's The Conifer Group, LLC Experience February 2013 - Present
Job Generalist at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services  June 2014 - Present
The Conifer Group, LLC   February 2013 - Present
3D Organics   April 2012 - October 2012
Thomas Weisel Partners  October 2005 - March 2008
Thomas Weisel Partners  2000 - 2004
Thomas Weisel Partners  1998 - 2000
Montgomery Securities  1995 - 1998

Skills
Project Management, Human Resources, Organizational..., Office Management, Management Consulting, Management, Financial Analysis, Compensation & Benefit, Employee Relations, Business Development, Problem Solving, Business Process..., Analysis, Interviews, HRIS, Personnel Management, Investments, New Hire Orientations, Asset Management, Performance Management, Equities, Hedge Funds, Portfolio Management

Education
UCSB   1991 — 1995
Bachelor of Arts (BA), Business Economics

Dublin High School   1987 — 1991

William Bailey William Bailey San Francisco Bay Area Details
William Bailey's The Conifer Group, LLC Experience August 2008 - May 2012
Job Head of Product
Industry Financial Services
Experience
InvestCloud LLC  May 2012 - Present
The Conifer Group, LLC   August 2008 - May 2012
Accenture Technology Labs  August 2007 - August 2008
Accenture Capital Markets Solutions Group   December 2006 - August 2007
Random Walk Computing  July 2005 - August 2006
Northrop Grumman Corp  June 2003 - January 2005

Skills
Product Development, C#, Software Project..., Enterprise Software, Trading Systems, Financial Software..., Computer Vision, Python, Ruby on Rails, Django, Data Analysis, Big Data, Financial Instruments, Business Analysis, Product Management

Education
Northwestern University
BS

Edwin Sam Edwin Sam Greater New York City Area Details
Edwin Sam's The Conifer Group, LLC Experience February 2010 - Present
Job Director of Client Transition Services at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services  June 2014 - Present
The Conifer Group, LLC   February 2010 - Present
Citigroup Global Markets Inc  2003 - November 2008
Citigroup Global Markets Inc  1999 - 2003
Citigroup - Salomon Smith Barney  1993 - 1999
Smith Barney  1986 - 1993
Smith Barney Harris Upham  1981 - 1986

Skills
Process Improvement, Prime Brokerage, Equities, Financial Services, Hedge Funds, Fixed Income, Trading Systems, Capital Markets, Leadership, CRM, Alternative Investments, Finance, Securities, Derivatives, Series 7, Relationship Management, Portfolio Management, Series 63

Education
Rutgers, The State University of New Jersey-Newark

Jennifer Truax Jennifer Truax San Francisco Bay Area Details
Jennifer Truax's The Conifer Group, LLC Experience July 2010 - June 2013
Job Recruiting Associate Groupe Insearch
Industry Staffing and Recruiting
Experience
Groupe Insearch  September 2015 - Present
SEPHORA  June 2013 - August 2015
The Conifer Group, LLC   July 2010 - June 2013
American Heart Association  November 2008 - July 2010

Skills
Event Management, Event Planning, Fundraising, Social Media, Microsoft Office, Non-profits, Customer Relations, Customer Service, Promotions, Nutrition, Administration

Education
California State University-Sacramento   2002 — 2008
Bachelor of Arts (B.A.)

Julie Neubauer Julie Neubauer San Francisco Bay Area Details
Julie Neubauer's The Conifer Group, LLC Experience May 2006 - May 2011
Job Yonder Design
Industry Design
Experience
Yonder Design   January 2013 - Present
Innovations PSI  May 2011 - March 2012
The Conifer Group, LLC   May 2006 - May 2011
Leibowitz Communications  2004 - 2004
Navigent International, Inc. (FLYR)   April 2003 - September 2003

Skills
Project Management, Temporary Placement, Networking, Business Development, Social Media Measurement, Social Media, Press Releases, PPC, Interactive Advertising, Business Networking, Presentation Design, Team Building, Relationship Management

Education
Syracuse University   2002 — 2006
Bachelor of Fine Arts, Duel Concentration/Major: Communications Design & Painting, Minor: Art History

Cherry Creek High School   1998 — 2002

Financial Industry Regulatory Authority (FINRA)
Series 7 - Registered Representative

San Francisco State University, College of Business
Business Ethics

University of California, Berkeley
Extention, Financial Security Analysis; Options and Other Financial Derivatives

Molly Hanahan Molly Hanahan San Francisco, California Details
Molly Hanahan's The Conifer Group, LLC Experience June 2007 - Present
Job The Conifer Group, LLC
Industry Financial Services
Experience
The Conifer Group, LLC   June 2007 - Present

Education
Santa Clara University   1999 — 2003

Raed Jamal Raed Jamal San Francisco Bay Area Details
Raed Jamal's The Conifer Group, LLC Experience May 2011 - December 2011
Job Vice President at BTIG
Industry Financial Services
Experience
BTIG  January 2012 - Present
The Conifer Group, LLC   May 2011 - December 2011
Bank of America  March 1999 - March 2011
Franklin Templeton Group  October 1997 - February 1999

Skills
Financial Analysis, Securities, Accounting, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Financial Services, Finance, Asset Management, Portfolio Management, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Investments

Education
California State University-Hayward - School of Business and Economics
BS, MBA, - Finance, Management Science

Chuck Sellers Chuck Sellers San Francisco Bay Area Details
Chuck Sellers's The Conifer Group, LLC Experience August 2001 - December 2011
Job Enterprise Collaboration Services Group Leader at Lawrence Livermore National Laboratory
Industry Research
Experience
Lawrence Livermore National Laboratory  December 2011 - Present
The Conifer Group, LLC   August 2001 - December 2011
Microsoft Corporation  April 1999 - August 2001
Solomon Software (Great Plains)   October 1998 - April 1999
Business Computing Solutions (BCSG Inc.)   1994 - 1998
Aries Computer Technology   1987 - 1994
Bell Atlantic Business Systems (MAI/Sorbus)   May 1982 - 1986
National Advanced Systems  April 1981 - May 1982
United States Air Force  April 1977 - April 1981

Skills
Disaster Recovery, Servers, Data Center, System Administration, Infrastructure, Microsoft SQL Server, Microsoft Exchange, Management, Cloud Computing, Windows Server, SAN, IT Management, Program Management, Project Management, IT Strategy, Network Security, Enterprise Architecture, Information Technology, Requirements Analysis, Leadership, Software Development, Security, High Availability, Software Project..., Integration, Start-ups, VMware, Risk Management, SaaS, Vendor Management, Active Directory, Virtualization, Cisco Technologies, Team Building, Consulting, Business Analysis, IT Operations, IT Service Management, Enterprise Software, Storage, SharePoint, Solution Architecture, System Deployment, Databases, Mobile Devices, Enterprise Mobility

Education
Orange High School   1973 — 1977
HSD

Riverside Community College
Computer Science

University of California, Riverside
Computer Science

Michael Hwang Michael Hwang United States Details
Michael Hwang's The Conifer Group, LLC Experience 2009 - 2011
Job Manager Corporate Development & Strategy at Ingram Micro
Industry
Experience
Ingram Micro  2014 - Present
KG Funds   2013 - 2014
Moelis & Company  2011 - 2013
The Conifer Group LLC  2009 - 2011
KLA-Tencor  June 2010 - August 2010
PricewaterhouseCoopers  June 2008 - August 2008

Education
University of California, Berkeley   2007 — 2011
BA, Statistics, 3.8/4.0

University of California, Berkeley, Haas School of Business   2007 — 2011
BS, Business Administration, 3.8/4.0

Palo Alto High School