The Portola Group
Description
Address: 3150 Almaden Expy #233, San Jose, CA 95118 Phone: (650) 854-7550Website: : : : : : : Hours: Category: Place name: Website: http://www.portolagroup.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Portola Group Posting publicly on the Web Write a review Reviews Be the first to review
The Portola Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Portola Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Portola Group Employees
Employee
Years
Job
Industry
Christina Wind Christina Wind's The Portola Group Experience March 1993 - February 2005
Job Portfolio Manager's Assistant at Atherton Lane Advisers, LLC
Industry Investment Management
Experience
Atherton Lane Advisers, LLC February 2005 - Present
The Portola Group March 1993 - February 2005
Education
Notre Dame de Namur University 1990 — 1992
Bachelor's degree, Liberal Studies
Atherton Lane Advisers, LLC February 2005 - Present
The Portola Group March 1993 - February 2005
Education
Notre Dame de Namur University 1990 — 1992
Bachelor's degree, Liberal Studies
Tom Coté Tom Coté's The Portola Group Experience 2009 - 2010
Job VP Business Development at EQIS Capital
Industry Financial Services
Experience
EQIS Capital July 2014 - Present
TOTAL SOLUTION FINANCIAL PARTNERS 2007 - July 2014
Castle Rock Innovations April 2012 - August 2013
Retirement Revolution LLC April 2011 - March 2012
The Portola Group 2009 - 2010
FEDERATED INVESTORS, Western US Region 2000 - 2006
TPC & Associates 1997 - 2000
BANK SECURITIES ASSOCIATION 1994 - 1996
MERIDIAN INVESTMENT MANAGEMENT 1992 - 1994
SECURITY PACIFIC NATIONAL BANK 1989 - 1992
Skills
Sales Management, Retirement Planning, Asset Management, Investment Advisory, Securities, Pensions, Retirement, 401k, Sales, ERISA, Investments, Investment Management, Wealth Management, Banking, Relationship Management, Financial Services, Series 7, Marketing Strategy, Employee Benefits, Asset Allocation, Portfolio Management, Financial Advisory, Mutual Funds, Alternative Investments, Management, Hedge Funds, Public Speaking, New Business Development, Defined Benefit, Marketing, Small Business, Strategic Financial..., Fixed Annuities, Start-ups, Wealth, Investment Strategies, Financial Planners, Series 63, Estate Planning, IRAs, High Net Worth..., ETFs, Insurance, Series 65, Series 6, FINRA, Options, Equities, Wealth Management..., Retirement Plan...
Education
University of California, Los Angeles 1969 — 1971
Bachelor of Fine Arts, Film
Oregon State University 1966 — 1969
General Studies
EQIS Capital July 2014 - Present
TOTAL SOLUTION FINANCIAL PARTNERS 2007 - July 2014
Castle Rock Innovations April 2012 - August 2013
Retirement Revolution LLC April 2011 - March 2012
The Portola Group 2009 - 2010
FEDERATED INVESTORS, Western US Region 2000 - 2006
TPC & Associates 1997 - 2000
BANK SECURITIES ASSOCIATION 1994 - 1996
MERIDIAN INVESTMENT MANAGEMENT 1992 - 1994
SECURITY PACIFIC NATIONAL BANK 1989 - 1992
Skills
Sales Management, Retirement Planning, Asset Management, Investment Advisory, Securities, Pensions, Retirement, 401k, Sales, ERISA, Investments, Investment Management, Wealth Management, Banking, Relationship Management, Financial Services, Series 7, Marketing Strategy, Employee Benefits, Asset Allocation, Portfolio Management, Financial Advisory, Mutual Funds, Alternative Investments, Management, Hedge Funds, Public Speaking, New Business Development, Defined Benefit, Marketing, Small Business, Strategic Financial..., Fixed Annuities, Start-ups, Wealth, Investment Strategies, Financial Planners, Series 63, Estate Planning, IRAs, High Net Worth..., ETFs, Insurance, Series 65, Series 6, FINRA, Options, Equities, Wealth Management..., Retirement Plan...
Education
University of California, Los Angeles 1969 — 1971
Bachelor of Fine Arts, Film
Oregon State University 1966 — 1969
General Studies
Michael Silver Michael Silver's The Portola Group Experience May 1997 - June 2011
Job Owner, Audio High (Music and Home Theater Systems)
Industry Retail
Experience
Audio High, Inc. September 1997 - Present
The Portola Group May 1997 - June 2011
NextPage May 1997 - 2001
Kairos Software August 1995 - May 1997
Apple Computer November 1988 - August 1995
Apple November 1988 - August 1995
Shakespeare Santa Cruz 1988 - 1992
UC Santa Cruz 1985 - 1988
KBOQ FM 1985 - 1987
Bakersfield College 1983 - 1984
Skills
Home Theater, Lighting, Security, Home Automation, Electrical, Shades, Audio, Consumer Electronics, Video, System Design, Lighting Control, Product Development, Integration, New Business Development, Product Management, AV, Start-ups, Automation, Customer Relations, Strategic Planning, Sales Management, Business Strategy, Programming, Problem Solving, User Interface Design, Sound, Customer Service, Production, Troubleshooting, Video Conferencing, Negotiation, Public Speaking, Contract Negotiation, Crestron, Writing, Digital Media, Sales, Networking, Strategic Partnerships, Entrepreneurship, Trade Shows, E-commerce, Online Marketing, B2B, Business Development
Education
St. Mary's College of California 1991 — 1993
BA, Business Management, Class valedictorian.
University of California, Santa Cruz 1984 — 1989
Music major with minor in Studio Art
Audio High, Inc. September 1997 - Present
The Portola Group May 1997 - June 2011
NextPage May 1997 - 2001
Kairos Software August 1995 - May 1997
Apple Computer November 1988 - August 1995
Apple November 1988 - August 1995
Shakespeare Santa Cruz 1988 - 1992
UC Santa Cruz 1985 - 1988
KBOQ FM 1985 - 1987
Bakersfield College 1983 - 1984
Skills
Home Theater, Lighting, Security, Home Automation, Electrical, Shades, Audio, Consumer Electronics, Video, System Design, Lighting Control, Product Development, Integration, New Business Development, Product Management, AV, Start-ups, Automation, Customer Relations, Strategic Planning, Sales Management, Business Strategy, Programming, Problem Solving, User Interface Design, Sound, Customer Service, Production, Troubleshooting, Video Conferencing, Negotiation, Public Speaking, Contract Negotiation, Crestron, Writing, Digital Media, Sales, Networking, Strategic Partnerships, Entrepreneurship, Trade Shows, E-commerce, Online Marketing, B2B, Business Development
Education
St. Mary's College of California 1991 — 1993
BA, Business Management, Class valedictorian.
University of California, Santa Cruz 1984 — 1989
Music major with minor in Studio Art
Kristen Needman Kristen Needman's The Portola Group Experience September 2005 - October 2010
Job Owner at Mommy's Miracle Cream
Industry Consumer Goods
Experience
Mommy's Miracle Cream March 2014 - Present
ClearRock Capital February 2013 - April 2014
Wetherby Asset Management November 2010 - July 2012
The Portola Group September 2005 - October 2010
Morgan Stanley July 2004 - September 2005
Skills
Series 66, California Notary Public, Asset Management, Securities, Financial Planning, Retirement Planning, Equities, Mutual Funds, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Financial Services, Notary Public, Investment Strategies, Uniform Combined State..., Asset Allocation, Investments
Education
University of California, San Diego 2000 — 2004
Bachelors, Economics
Woodside High School 1993 — 1997
Mommy's Miracle Cream March 2014 - Present
ClearRock Capital February 2013 - April 2014
Wetherby Asset Management November 2010 - July 2012
The Portola Group September 2005 - October 2010
Morgan Stanley July 2004 - September 2005
Skills
Series 66, California Notary Public, Asset Management, Securities, Financial Planning, Retirement Planning, Equities, Mutual Funds, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Financial Services, Notary Public, Investment Strategies, Uniform Combined State..., Asset Allocation, Investments
Education
University of California, San Diego 2000 — 2004
Bachelors, Economics
Woodside High School 1993 — 1997
Beth Yeap Beth Yeap's The Portola Group Experience 1996 - 2001
Job
Industry
Experience
REDF 2006 - 2008
Socratic Technologies, Inc. 2003 - 2004
The Portola Group 1996 - 2001
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2003
Master of Business Administration (MBA)
George Mason University 1992 — 1996
Bachelor of Science (BS), Economics
REDF 2006 - 2008
Socratic Technologies, Inc. 2003 - 2004
The Portola Group 1996 - 2001
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2003
Master of Business Administration (MBA)
George Mason University 1992 — 1996
Bachelor of Science (BS), Economics
Derek Bruton's The Portola Group Experience 1992 - 1994
Job Chief Executive Officer at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
David Faulk's The Portola Group Experience December 2013 - December 2014
Job Portfolio Manager and Director of Tax at Johanson Financial Advisors, Inc.
Industry Investment Management
Experience
Johanson Financial Advisors, Inc. January 2015 - Present
Portola Tax March 2009 - Present
The Portola Group December 2013 - December 2014
The Portola Group December 2004 - December 2014
PricewaterhouseCoopers June 2002 - November 2004
Arthur Andersen January 1995 - June 2002
Skills
Tax Accounting, Corporate Tax, Tax, Income Tax, Tax Returns, CPA, Tax Preparation, International Tax, Tax Research, SEC filings, High Net Worth..., Financial Planners, Financial Planning, SEC Filings, Accounting, Financial Analysis, Due Diligence
Education
Brigham Young University 1991 — 1994
MAcc, Accounting
Johanson Financial Advisors, Inc. January 2015 - Present
Portola Tax March 2009 - Present
The Portola Group December 2013 - December 2014
The Portola Group December 2004 - December 2014
PricewaterhouseCoopers June 2002 - November 2004
Arthur Andersen January 1995 - June 2002
Skills
Tax Accounting, Corporate Tax, Tax, Income Tax, Tax Returns, CPA, Tax Preparation, International Tax, Tax Research, SEC filings, High Net Worth..., Financial Planners, Financial Planning, SEC Filings, Accounting, Financial Analysis, Due Diligence
Education
Brigham Young University 1991 — 1994
MAcc, Accounting
Tamila Miceli's The Portola Group Experience June 1994 - March 2000
Job Executive Assistant at Summit Financial Group, LLC
Industry Investment Management
Experience
Summit Financial Group, LLC August 2015 - Present
KKP Financial and Insurance with Ameriprise Financial February 2015 - August 2015
Fort Point Capital Partners February 2014 - October 2014
The Portola Group Inc. March 2000 - January 2014
The Portola Group June 1994 - March 2000
Skills
Manage Client..., Client Services, Client Relations, Accounts Receivable, Client Billing, Asset Management, Wealth Management, Trading, Mutual Funds, Equities, Asset Allocation, Investments, Fixed Income, Asset Managment, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Finance, Alternative Investments, Financial Planning, Management, Team Leadership, Investment Strategies, Financial Advisory, Marketing
Education
San Jose State University 1991 — 1994
BA, Music
Summit Financial Group, LLC August 2015 - Present
KKP Financial and Insurance with Ameriprise Financial February 2015 - August 2015
Fort Point Capital Partners February 2014 - October 2014
The Portola Group Inc. March 2000 - January 2014
The Portola Group June 1994 - March 2000
Skills
Manage Client..., Client Services, Client Relations, Accounts Receivable, Client Billing, Asset Management, Wealth Management, Trading, Mutual Funds, Equities, Asset Allocation, Investments, Fixed Income, Asset Managment, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Finance, Alternative Investments, Financial Planning, Management, Team Leadership, Investment Strategies, Financial Advisory, Marketing
Education
San Jose State University 1991 — 1994
BA, Music
Wendy Bastis's The Portola Group Experience 1995 - Present
Job Senior Investment Strategist at The Portola Group
Industry Investment Management
Experience
The Portola Group 1995 - Present
Skills
Equities, Strategic Financial..., Portfolio Management, Asset Management, Wealth Management, Investments, Securities, Asset Allocation, Strategic Planning, Financial Modeling, Financial Analysis, Strategy
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
Business, Concentration in Accounting
The Portola Group 1995 - Present
Skills
Equities, Strategic Financial..., Portfolio Management, Asset Management, Wealth Management, Investments, Securities, Asset Allocation, Strategic Planning, Financial Modeling, Financial Analysis, Strategy
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
Business, Concentration in Accounting
Brian Patrick O'Brien's The Portola Group Experience August 2000 - July 2007
Job Manager of Program Operations at UW Medicine Transfer Center
Industry Hospital & Health Care
Experience
UW Medicine April 2014 - Present
UW Medicine February 2010 - April 2014
Coeur d'Alene Press May 2008 - February 2009
The World July 2007 - February 2008
The Portola Group August 2000 - July 2007
Salomon Smith Barney (now Morgan Stanley) January 2000 - August 2000
Skills
Healthcare Management, Change Management, Program Management, Project Management, Team Leadership, Process Improvement, Data Interfaces, Database Administration, Epic Systems, Cerner, LVM Systems, HL7, EMR, EMR Training, Epic Prelude, Strategic Communications, Public Relations, Marketing Communications, Social Media, Social Media Marketing, Media Relations, Editing, Microsoft Office, Community Outreach, Nonprofits, Healthcare improvement, Volunteer Management, Healthcare Analytics
Education
University of Washington 2011 — 2013
Masters in Healthcare Administration, Healthcare
Santa Clara University 1995 — 1999
Bachelor, English
Gonzaga University 1997 — 1998
Gonzaga-in-Florence, Art History, English, Italian
UW Medicine April 2014 - Present
UW Medicine February 2010 - April 2014
Coeur d'Alene Press May 2008 - February 2009
The World July 2007 - February 2008
The Portola Group August 2000 - July 2007
Salomon Smith Barney (now Morgan Stanley) January 2000 - August 2000
Skills
Healthcare Management, Change Management, Program Management, Project Management, Team Leadership, Process Improvement, Data Interfaces, Database Administration, Epic Systems, Cerner, LVM Systems, HL7, EMR, EMR Training, Epic Prelude, Strategic Communications, Public Relations, Marketing Communications, Social Media, Social Media Marketing, Media Relations, Editing, Microsoft Office, Community Outreach, Nonprofits, Healthcare improvement, Volunteer Management, Healthcare Analytics
Education
University of Washington 2011 — 2013
Masters in Healthcare Administration, Healthcare
Santa Clara University 1995 — 1999
Bachelor, English
Gonzaga University 1997 — 1998
Gonzaga-in-Florence, Art History, English, Italian
Samson Yetayew's The Portola Group Experience December 1996 - Present
Job Client's Record at The Portola Group INC
Industry Facilities Services
Experience
The Portola Group December 1996 - Present
State Street Bank 1994 - September 1996
Skills
Customer Service, Portfolio Management, Asset Management, Wealth Management
Education
Worcester State College 1991 — 1993
Bachelor's degree, Business Administration and Finance
Roxbury Community College 1985 — 1989
Associate of Science (AS), Accounting
The Portola Group December 1996 - Present
State Street Bank 1994 - September 1996
Skills
Customer Service, Portfolio Management, Asset Management, Wealth Management
Education
Worcester State College 1991 — 1993
Bachelor's degree, Business Administration and Finance
Roxbury Community College 1985 — 1989
Associate of Science (AS), Accounting