The Guardsmen
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The Guardsmen Employees
Golden Gate University July 2012 - September 2014
Golden Gate University April 2012 - July 2012
Golden Gate University School of Law January 2012 - March 2012
Golden Gate University August 2011 - November 2011
The Guardsmen July 2010 - January 2011
The Bar Association of San Francisco (BASF) June 2007 - October 2008
The Bar Association of San Francisco (BASF) January 2004 - June 2007
The Bar Association of San Francisco (BASF) April 2003 - December 2003
Federal Home Loan Bank of San Francisco September 2002 - April 2003
The San Francisco Wine Exchange September 2001 - July 2002
Skills
Program Management, Strategic Planning, Team Leadership, Fundraising, Microsoft Office, Customer Service, Administration, Nonprofits, Management, Editing, Event Planning, Event Management, Social Media, Community Outreach, Marketing, Research
Education
Macalester College 1994 — 1999
Music
Nassau Partners April 1990 - Present
Bain&Co,Bechtel,Belvedere cos,Chevron,H&Q,KPMG,McKesson,McKinsey&Co,PacBell, Mako Medical, et al. April 1990 - Present
Belvedere companies September 2008 - December 2014
Sanctuary Securities October 2007 - December 2008
Blue River Asset Management November 2001 - September 2006
The Guardsmen October 2002 - September 2005
Salomon Smith Barney (now Morgan Stanley) April 2000 - November 2001
Merrill Lynch May 1998 - April 2000
BankAmerica Capital Corporation November 1992 - July 1997
Skills
Hedge Funds, Management Consulting, Project Management, Sales Operations, Alternative Investments, Portfolio Management, Business Development, 40 Act Hedge Funds, Alternative Investment..., Alternative Strategy..., Fund Of Funds, Equities, Investments, Investment Management, Fixed Income, Mutual Funds, Trading, Microsoft Project, Asset Management, Structured Products, Investment Strategies, Hedging, Private Placements, Fundraising, Capital Markets, Credit Derivatives, Wealth Management, Due Diligence, Bonds, Structured Finance, Asset Allocation, Financial Markets, Options, CRM Databases, Securities Regulation, Securities, Business Strategy, Private Equity, Consulting, Venture Capital, Investment Banking, Finance, Strategy, Financial Structuring, Funding, Laboratory Equipment, Marketing Strategy
Education
Princeton University 1985 — 1989
AB, Economics
Exclusive Holdings, LLC August 2014 - Present
Per Diem Restaurant December 2011 - Present
AV Hospitality December 2011 - Present
The Guardsmen November 2011 - Present
Barry Slatt Mortgage Company August 2003 - August 2014
Skills
Real Estate Economics, Real Estate, Investments, Loans, Real Estate Financing, Asset Managment, Financial Analysis, Brokerage, Real Estate Transactions, Real Estate Development, Valuation, Private Equity, Mortgage Lending, Asset Management, Investment Properties, Financial Modeling, Loan Origination, Commercial Real Estate, Due Diligence, Location Intelligence, Finance, Commercial Mortgages
Education
San Francisco State University 2001 — 2007
MBA, Finance
Saint Mary's College of California 1996 — 1998
B.S., Business Administration, Finance, International Business and Economics
University of California, Santa Barbara 1994 — 1996
Economics
Houghton Mifflin Harcourt May 2015 - Present
California Virtual Academies July 2014 - December 2014
Summit Public Schools August 2013 - August 2014
Los Altos High School October 2013 - June 2014
The Guardsmen 2012 - 2014
Drew School August 2007 - July 2013
Gateway High School August 2002 - May 2007
Skills
Teaching, Curriculum Design, Curriculum Development, Classroom, Educational Leadership, Teacher Training, Staff Development, Public Speaking, Research, Community Outreach, Editing, Spanish, Volunteer Management, Social Media, Event Planning, Microsoft Office, Social Networking, Microsoft Excel, Event Management, Strategic Planning, Nonprofits, Grant Writing, Instructional Design, Tutoring, Educational Technology, Blogging, Copy Editing, PowerPoint, Lesson Planning, Test Preparation, Teacher Mentoring, Technology Integration, Teaching Writing, E-Learning, Photoshop, Copywriting, Literature, Program Development, Higher Education
Education
Stanford University 2001 — 2002
MA
University of California, Berkeley 1999 — 2001
BA
Town School for Boys
The Guardsmen February 2014 - Present
German Shepherd Rescue Northern California January 2013 - Present
Epiphany Center November 2011 - January 2014
Starbucks October 2004 - November 2011
Family Developmental Center March 2011 - June 2011
Emergency Communities July 2006 - July 2006
Iris Ministires July 2005 - July 2005
Skills
Training, Customer Service, Time Management, Management, Newsletters, Event Planning, Social Media, Community Outreach, Social Networking, Teaching, PowerPoint, Social Media Marketing, Microsoft Office, Nonprofits, Public Relations, Internal Communications, Research, Writing, Strategic Planning
Education
Fuller Theological Seminary 2009 — 2011
MA, Cross-Cultural Studies, Children at Risk
University of California, Santa Barbara 2003 — 2007
Bachelor's Degree, Global Sutides
Opera Company of Philadelphia 2011 - Present
Hagley Museum and Library June 2008 - August 2008
Kennett Symphony of Chester County February 2005 - March 2007
Silicon Valley Capital Club March 1994 - 1997
United Way, Santa Clara County September 1992 - December 1993
Distinctive Event Services August 1989 - June 1992
Philips Information Systems August 1983 - January 1986
Taylor Made Office Systems November 1982 - August 1983
The Guardsmen September 1980 - October 1982
Frank S. Schwarz & Son February 1978 - September 1980
Skills
Media Relations, Special Events, Fundraisers and..., Event Planning, Fundraising, Non-profits, Event Management, Public Relations, Past Board Member of..., Public Speaking
Education
Antioch University-Santa Barbara 1997 — 1999
Bachelor of Arts, Business/Phychology
Temple University 1986 — 1987
Art History
Temple University 1975 — 1976
Dance
De Luchi Investment Management July 1996 - Present
The Guardsmen 1986 - Present
Stephen De Luchi - Oral & Maxillofacial Surgery July 1982 - October 1992
Skills
Healthcare, Investments, Alternative Investments, Wealth Management, Asset Managment, Asset Management, Investment Advisory, Asset Allocation, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1984 — 1988
University of California, San Francisco 1974 — 1982
Alameda High School
Barringer Law September 2012 - Present
Evans, Latham and Campisi October 2000 - June 2012
SecuriMetrics 1999 - 2005
Barringer and Lawrence April 1992 - October 2000
The Guardsmen 1989 - 1992
Lagarias, Barringer & Foley 1982 - 1988
Pillsbury Winthrop Shaw Pittman 1977 - 1980
Skills
Litigation, Appeals, Courts, Trusts, Legal Research, Estate Planning, Estate Administration, Mediation, Civil Litigation, Dispute, Powers of Attorney, Trials, Legal Writing, Commercial Litigation, Wills, Business Litigation, Class Actions, Elder Law, Alternative Dispute..., Legal Issues, Trade Secrets, Breach Of Contract, Product Liability, Trial Practice, Business Formation, Hearings, Corporate Governance, Westlaw, Environmental Law, Guardianship, Torts, Business Transactions, Estate Law, Employment..., Probate
Education
University of California, Hastings College of the Law 1974 — 1977
J.D.
University of California, Santa Barbara 1972 — 1974
B.A., cum laude, Political Science
University of California, Los Angeles 1970 — 1972
Economics
SkinIt Inc. 2009 - 2011
Fox Interactive Media (Photobucket) 2008 - 2009
Photobucket.com, Inc. 2006 - 2008
Wavemarket, Inc. 2001 - 2006
Zembu Labs, Inc. 2000 - 2002
The Guardsmen 1991 - 2001
Deloitte & Touche 1984 - 1989
University of Oregon 1979 - 1984
Skills
SEC compliance, Real Estate Transactions, Mergers, Start-ups, Venture Capital, Financial Reporting, Budgeting, Contract Negotiation, Due Diligence, Forecasting, Strategic Planning, Accounting, Financial Analysis, Contract Negotiations, Business Strategy, Business Planning, Negotiation, Team Building, SOX, Process Improvement, E-commerce, Risk Management, Competitive Analysis, New Business Development, Compliance, Analytics, Financial Modeling, International Business, Financial Management, Executive Management, Team Leadership, Business Analysis, P&L Management, Budgets, Mergers & Acquisitions, Finance, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1984
Accounting
University of Oregon - Charles H. Lundquist College of Business 1979 — 1983
BS, Finance & Accounting
The Guardsmen December 2013 - Present
The Guardsmen September 2011 - December 2013
Ingles X Nativos January 2011 - July 2011
Weyand Law Firm August 2010 - January 2011
University of California August 2009 - January 2010
Kappa Kappa Gamma December 2007 - December 2008
Cal Men's Lacrosse Team August 2006 - May 2007
Skills
Event Planning, Salesforce.com, Research, Microsoft Excel, Analysis, Management, Matlab, Community Outreach, Nonprofits, Social Media, PowerPoint, Public Speaking, Fundraising, Microsoft Office, Facebook, Data Analysis, Social Networking, Editing, Microsoft Word, Event Management, Event Marketing Strategy, Public Relations
Education
University of California 2006 — 2010
Bachelor of Arts, Psychology2006
University of California, Berkeley 2006 — 2010
BA, Psychology
St. Ignatius College Preparatory 2002 — 2006
Calvert Investments 2014 - Present
del Rey Global Investors 2010 - 2014
RCM Capital Management 2002 - 2009
The Guardsmen 2003 - 2008
ABN AMRO/LaSalle Bank 1998 - 2002
GMO Grantham, Mayo, Van Otterloo 1996 - 1998
Wyoming Tribune-Eagle 1991 - 1994
Skills
Financial Writing, Equity Research, Financial Analysis, Strategic Analysis, Philanthropy, Investments, Investor Presentations, Institutional Investors, Investor Relations, Corporate Development, Corporate Strategy..., Valuation, Finance, Equities, Investment Banking, Investment Management, Institutional..., Portfolio Management, Due Diligence, Alternative Investments, Analysis, Business Strategy, Private Equity
Education
CFA Institute
CFA Chartholder
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.)
Rice University
Bachelor of Arts (BA)
Caminar January 2009 - Present
Second Harvest Food Bank ,Santa Clara & San Mateo October 2006 - September 2008
Peninsula Community Foundation 1998 - 2006
Joseph Schmidt Confections January 2002 - November 2004
Boys & Girls Clubs of San Francisco January 1998 - January 2003
See's Candies January 1980 - December 2002
Coyote Point Museum January 1990 - January 2000
The Guardsmen January 1989 - January 1998
Easter Seals January 1986 - 1990
Skills
Strategic Planning, Non-profits, Program Management
Education
Stanford University 1993 — 1993
Business Admin., Business
John F. Kennedy University 1983 — 1986
JD, Law
Menlo College 1976 — 1980
BS, Finance
Pali
Barca Capital LLC June 2011 - June 2015
The Guardsmen January 2011 - June 2011
AXA Advisors February 2010 - June 2010
RREEF March 2002 - January 2004
Skills
Administrative...
Education
San Francisco State University
Bachelor of Fine Arts, Painting and Drawing
Fashion Institute of Design & Merchandising
Associate of Arts, Interior Design