Three Bridge Wealth Advisors, LLC

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Three Bridge Wealth Advisors, LLC Employees

Employee
Years
Job
Industry
Christina Terranova Christina Terranova San Francisco Bay Area Details
Christina Terranova's Three Bridge Wealth Advisors, LLC Experience June 2011 - September 2011
Job Associate, Frank Rimerman + Co
Industry Accounting
Experience
Frank, Rimerman + Co. LLP   June 2013 - September 2013
Fantasy Hip Hop   June 2011 - September 2011
Three Bridge Wealth Advisors, LLC   June 2011 - September 2011
Xpert Financial  June 2010 - September 2010

Skills
Marketing, Management, Leadership, Customer Service, CRM, Accounting, PowerPoint, Microsoft Excel, Market Research, Social Networking, Access, Time Management

Education
California Polytechnic State University-San Luis Obispo   2010 — 2014
B.S. in Business Administration

Jack Farr Jack Farr San Francisco Bay Area Details
Jack Farr's Three Bridge Wealth Advisors, LLC Experience May 2012 - September 2012
Job Investment Analyst at Pantheon Ventures
Industry International Affairs
Experience
Pantheon Ventures  September 2015 - Present
BlackRock  August 2013 - August 2015
Three Bridge Wealth Advisors, LLC   May 2012 - September 2012
UBS Wealth Management  June 2011 - September 2011

Skills
Entrepreneurship, International Relations, Research, Economics, Spanish, Political Science, Data Analysis, Policy Analysis, Politics, International..., Public Speaking, Teamwork, Government, Market Research, Qualitative Research

Education
Stanford University   2010 — 2013
Bachelor of Arts (B.A.), International Relations and National Security Studies

Alexandra Dorado Alexandra Dorado Castro Valley, California Details
Alexandra Dorado's Three Bridge Wealth Advisors, LLC Experience May 2014 - August 2014
Job Global iShares Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  August 2015 - Present
The Bucknellian  August 2013 - May 2015
Bucknell University  August 2012 - May 2015
Student Managed Investment Fund  April 2014 - April 2015
Three Bridge Wealth Advisors, LLC   May 2014 - August 2014
Van Hulzen Asset Management   May 2014 - August 2014
The Head-Royce Summer Enrichment Program   June 2011 - August 2013
San Francisco Regional Center  May 2012 - August 2012
National Center for Youth Law  May 2011 - May 2011

Skills
Microsoft Excel, Economics, PowerPoint, Microsoft Word, Microsoft Office, Research, Statistics, SPSS, Data Analysis, Spanish, Management, Teaching, Higher Education, Public Speaking, Fundraising, Social Media

Education
Bucknell University   2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Senior

The Head-Royce School   2007 — 2011
High School Diploma

The Julia Morgan School for Girls   2004 — 2007

Joanna Jackson Joanna Jackson Palo Alto, California Details
Joanna Jackson's Three Bridge Wealth Advisors, LLC Experience January 2015 - Present
Job Director at Three Bridge Wealth Advisors, LLC
Industry Financial Services
Experience
Three Bridge Wealth Advisors, LLC   January 2015 - Present
Sand Hill Angels  December 2014 - Present
JE Model Management  November 2013 - Present
Classical Piano   January 2008 - Present
United States Venture Partners   September 2014 - December 2014
The David and Lucile Packard Foundation  June 2014 - September 2014
C.M. Capital Advisors   October 2013 - January 2014
Exalt Model and Talent Agency LLC   March 2012 - June 2013

Education
California State University-Sacramento   2009 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Folsom Lake College   2006 — 2009
Associate's Degree, General Studies

Ari Rokeach Ari Rokeach San Francisco Bay Area Details
Ari Rokeach's Three Bridge Wealth Advisors, LLC Experience July 2011 - August 2011
Job Associate at Newmark Cornish & Carey
Industry Real Estate
Experience
Newmark Cornish & Carey  July 2015 - Present
Hewins Financial Wipfli Hewins  September 2013 - April 2015
Hewins Financial Wipfli Hewins  March 2012 - August 2013
Hewins Financial Wipfli Hewins  September 2011 - February 2012
Three Bridge Wealth Advisors, LLC   July 2011 - August 2011
Morgan Stanley Smith Barney  January 2011 - August 2011
UC Davis, Graduate School of Management  March 2011 - June 2011
California-Asia Business Council  September 2010 - October 2010

Skills
Tenant Representation, Lease Negotiations, Corporate Real Estate, Entrepreneurship, Relationship Building, Strategic Planning, Valuation, Portfolio Management, Business Development, CRM, Shared Office Space, Securities Valuation, Securities Market, Regression Analysis, Project Management, Decision Analysis, Microsoft Office, Key Client Relationships, Maintaining Strong..., Detailed Organization, Market Research, Microsoft Excel, Technical Analysis, Business Intelligence, Social Media, Investments, Wealth Management, Finance, PowerPoint

Education
University of California, Davis   2007 — 2011
BS, Managerial Economics, emphasis on Environmental and Resource Economics

Tel Aviv University   2009 — 2010
Study Abroad, Overseas Program

Peter DeFilipps Peter DeFilipps San Francisco Bay Area Details
Peter DeFilipps's Three Bridge Wealth Advisors, LLC Experience 2012 - 2012
Job Professional Golf Caddy
Industry Sports
Experience
Egolf Professional Tour   March 2015 - Present
TVU Networks  September 2013 - March 2014
Three Bridge Wealth Advisors, LLC   2012 - 2012

Education
Stanford University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Tristan Haussecker Tristan Haussecker Palo Alto, California Details
Tristan Haussecker's Three Bridge Wealth Advisors, LLC Experience January 2011 - June 2011
Job Managing Director at New East India Co.
Industry International Trade and Development
Experience
New East India Company   June 2015 - Present
mBlox  June 2012 - September 2012
Three Bell Capital   December 2011 - March 2012
Morgan Stanley  July 2011 - September 2011
Three Bridge Wealth Advisors, LLC   January 2011 - June 2011
NASA Ames Research Center  January 2009 - June 2009

Skills
Research, Entrepreneurship, Recruiting, Economics, Financial Modeling, Market Research, Competitive Analysis, Investments, Analysis, Portfolio Management, Finance, Strategic Financial..., Microsoft Excel

Education
University of California, Los Angeles   2011 — 2013
Environmental Science, Business/Managerial Economics, Senior

Chris Kwong Chris Kwong San Francisco Bay Area Details
Chris Kwong's Three Bridge Wealth Advisors, LLC Experience October 2009 - August 2011
Job MBA Graduate from Carnegie Mellon Tepper School of Business
Industry Consumer Electronics
Experience
Odd Kapsel   November 2014 - April 2015
Carnegie Mellon Tepper School of Business  August 2013 - December 2013
Carnegie Mellon Tepper School of Business  December 2012 - December 2013
Samsung Electronics America  June 2013 - August 2013
HealthTap  September 2011 - October 2011
Three Bridge Wealth Advisors, LLC   October 2009 - August 2011
Newnex Technology Corp.   June 2008 - September 2008

Skills
Product Marketing, Competitive Analysis, Entrepreneurship, Social Media Marketing, Product Management, Data Analysis, Strategic Thinking, Go-to-market Strategy, Market Research, Market Intelligence, Competitive Intelligence, Market Analysis, Marketing Strategy, SAS, SQL, SPSS, HTML + CSS, Web Design, Process Improvement, Technical Writing, Mind Mapping, Google Analytics, E-commerce, Social Media, Negotiation

Education
Carnegie Mellon University - Tepper School of Business   2012 — 2014
Master of Business Administration (MBA), Marketing and Quantitative Analysis

University of California, Davis   2005 — 2009
Bachelor of Arts, Economics

Bret Baumbach Bret Baumbach Orange County, California Area Details
Bret Baumbach's Three Bridge Wealth Advisors, LLC Experience June 2013 - September 2013
Job Looking for professional and ambitious sales consultants that are self driven and passionate about helping people.
Industry Renewables & Environment
Experience
SolarCity  August 2015 - Present
SolarCity  September 2014 - July 2015
SolarCity  July 2014 - August 2014
Stanford University  September 2009 - March 2014
Coaching Corps  September 2011 - December 2013
Three Bridge Wealth Advisors, LLC   June 2013 - September 2013
Responsys  July 2012 - September 2012
Tensegrity Technologies   June 2011 - August 2011

Skills
Social Media, Data Analysis, Marketing, Public Speaking, Sales, Sports, Business Development, Salesforce.com, PowerPoint, Research, Social Media Marketing, Entrepreneurship, Financial Analysis, Market Research, Customer Satisfaction, Microsoft Excel, Microsoft Office, Event Planning, Facebook, Microsoft Word, Leadership, Sales Management, Management, Customer Service

Education
Stanford University   2009 — 2013
Bachelor's Degree, Political Science

Lewis Central High School   2005 — 2009
4.2 GPA

Ivan Chan Ivan Chan San Francisco Bay Area Details
Ivan Chan's Three Bridge Wealth Advisors, LLC Experience August 2009 - March 2012
Job Trader at Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors  March 2012 - Present
Three Bridge Wealth Advisors, LLC   August 2009 - March 2012
Citi Smith Barney  February 2006 - August 2009
BGI  2005 - 2005

Education
University of California, Berkeley   1999 — 2005
Bachelors of Science, Applied Mathematics

Abraham Lincoln