Union Square Investment Company
Description
Address: 360 Post St #900, San Francisco, CA 94108 Phone: (415) 392-9228: Place name: : Hours: Website: : : Category: : : Website: http://usqglobalwealth.com/ Category: Financial Planner 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.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 Union Square Investment Co Posting publicly on the Web Write a review Reviews Be the first to review
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Union Square Investment Company Employees
Employee
Years
Job
Industry
Simon Iau Simon Iau's Union Square Investment Company Experience April 2005 - Present
Job Reporting Senior Accountant
Industry Investment Management
Experience
Union Square Investment Company April 2005 - Present
TBS Couriers, Inc./Trans-Box Systems, Inc. 1998 - 2005
Skills
Financial Analysis, Accounting, Cash Flow, Finance, Tax, Investments, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Account Reconciliation, General Ledger, Auditing, Financial Statements, SEC filings, Variance Analysis
Education
University of Hawaii at Manoa 1992 — 1997
MAcc, BBA, Accounting
Union Square Investment Company April 2005 - Present
TBS Couriers, Inc./Trans-Box Systems, Inc. 1998 - 2005
Skills
Financial Analysis, Accounting, Cash Flow, Finance, Tax, Investments, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Account Reconciliation, General Ledger, Auditing, Financial Statements, SEC filings, Variance Analysis
Education
University of Hawaii at Manoa 1992 — 1997
MAcc, BBA, Accounting
Mary Jo Lloyd Mary Jo Lloyd's Union Square Investment Company Experience December 2013 - February 2015
Job Controller at St. Regis Properties, LLC
Industry Accounting
Experience
St. Regis Properties, LLC June 2015 - Present
Union Square Investment Company December 2013 - February 2015
Lawrence Investments, LLC June 1998 - December 2013
self-employed November 1991 - May 1998
PwC July 1987 - November 1991
Skills
Accounting, Internal Controls, Negotiation, Strategic Planning, General Ledger, Management, Team Building, Financial Statements, Auditing, Financial Reporting, Mentoring, CPA, Fixed Assets, Budgets, GAAP, Income Tax, Cost Accounting, Strategy, Tax Preparation, Account Reconciliation, QuickBooks, Financial Analysis, Tax, Accounts Receivable, Bank Reconciliation, Payroll, Accounts Payable, Sales Tax
Education
Cal State University, Hayward 1985 — 1987
Bachelor of Science (BS), Accounting, Graduated Magna Cum Laude
College of Marin
2 year program, Liberal Arts and Sciences/Liberal Studies
St. Regis Properties, LLC June 2015 - Present
Union Square Investment Company December 2013 - February 2015
Lawrence Investments, LLC June 1998 - December 2013
self-employed November 1991 - May 1998
PwC July 1987 - November 1991
Skills
Accounting, Internal Controls, Negotiation, Strategic Planning, General Ledger, Management, Team Building, Financial Statements, Auditing, Financial Reporting, Mentoring, CPA, Fixed Assets, Budgets, GAAP, Income Tax, Cost Accounting, Strategy, Tax Preparation, Account Reconciliation, QuickBooks, Financial Analysis, Tax, Accounts Receivable, Bank Reconciliation, Payroll, Accounts Payable, Sales Tax
Education
Cal State University, Hayward 1985 — 1987
Bachelor of Science (BS), Accounting, Graduated Magna Cum Laude
College of Marin
2 year program, Liberal Arts and Sciences/Liberal Studies
Nicholas Dorman Nicholas Dorman's Union Square Investment Company Experience June 2015 - Present
Job Business & Investment Analyst at Union Square Investment Company
Industry Investment Management
Experience
Union Square Investment Company June 2015 - Present
Salerno Group Pty Ltd September 2011 - May 2015
Regis Healthcare Ltd January 2014 - October 2014
Paragon Group Investments Pty Ltd March 2010 - September 2011
Regis Aged Care March 2007 - August 2009
Skills
Business Strategy, Change Management, Financial Modeling, Investment Management, Investments, Management Consulting, Managerial Finance, Marketing Strategy, Mergers, Mergers, Portfolio Management, Private Equity, Procurement, Project Management, Sales Management, Snakes, Strategic Planning, Strategy, Due Diligence, Mergers & Acquisitions
Education
Deakin University 2001 — 2004
Bachelor of Commerce (B.Com.), Finance & Economics
Caulfield Grammar 1993 — 2000
VCE, Business, Finance & Commerce
Union Square Investment Company June 2015 - Present
Salerno Group Pty Ltd September 2011 - May 2015
Regis Healthcare Ltd January 2014 - October 2014
Paragon Group Investments Pty Ltd March 2010 - September 2011
Regis Aged Care March 2007 - August 2009
Skills
Business Strategy, Change Management, Financial Modeling, Investment Management, Investments, Management Consulting, Managerial Finance, Marketing Strategy, Mergers, Mergers, Portfolio Management, Private Equity, Procurement, Project Management, Sales Management, Snakes, Strategic Planning, Strategy, Due Diligence, Mergers & Acquisitions
Education
Deakin University 2001 — 2004
Bachelor of Commerce (B.Com.), Finance & Economics
Caulfield Grammar 1993 — 2000
VCE, Business, Finance & Commerce
Edward Fong Edward Fong's Union Square Investment Company Experience August 2005 - May 2010
Job Operations Manager at AVG Technologies
Industry Financial Services
Experience
AVG Technologies July 2012 - Present
Robert Half Finance & Accounting March 2012 - July 2012
URS Corporation November 2010 - March 2011
Union Square Investment Company August 2005 - May 2010
Jones Lang LaSalle December 2002 - March 2005
Firsthand Capital Management 2000 - 2002
The Fremont Group December 1989 - November 2000
Skills
Financial Reporting, Financial Analysis, Variance Analysis, General Ledger, GAAP, Financial Accounting, Internal Controls, Budgets, Managerial Finance, Auditing, Finance, Corporate Finance, Cost Accounting
Education
San Francisco State University 1981 — 1985
BS, Accounting & Finance
AVG Technologies July 2012 - Present
Robert Half Finance & Accounting March 2012 - July 2012
URS Corporation November 2010 - March 2011
Union Square Investment Company August 2005 - May 2010
Jones Lang LaSalle December 2002 - March 2005
Firsthand Capital Management 2000 - 2002
The Fremont Group December 1989 - November 2000
Skills
Financial Reporting, Financial Analysis, Variance Analysis, General Ledger, GAAP, Financial Accounting, Internal Controls, Budgets, Managerial Finance, Auditing, Finance, Corporate Finance, Cost Accounting
Education
San Francisco State University 1981 — 1985
BS, Accounting & Finance
Hal M. Ren's Union Square Investment Company Experience July 1999 - December 2003
Job Tax Professional at Mowat Mackie & Anderson LLP
Industry Accounting
Experience
Mowat Mackie & Anderson February 2004 - Present
Union Square Investment Company July 1999 - December 2003
Armanino Mckenna December 1994 - July 1999
Skills
Corporate Tax, Tax, Tax Research, Accounting, Income Tax, Tax Accounting, Tax Returns, Tax Preparation, CPA, Worked in paperless..., Partnership Taxation, QuickBooks, GAAP, High Net Worth..., Auditing, Tax Advisory
Education
Portland State University 1991 — 1993
Master's Degree, Taxation
Golden Gate University
Certificate in Estate Planning - in progress
California CPA license since 1997
University of Iowa
Mowat Mackie & Anderson February 2004 - Present
Union Square Investment Company July 1999 - December 2003
Armanino Mckenna December 1994 - July 1999
Skills
Corporate Tax, Tax, Tax Research, Accounting, Income Tax, Tax Accounting, Tax Returns, Tax Preparation, CPA, Worked in paperless..., Partnership Taxation, QuickBooks, GAAP, High Net Worth..., Auditing, Tax Advisory
Education
Portland State University 1991 — 1993
Master's Degree, Taxation
Golden Gate University
Certificate in Estate Planning - in progress
California CPA license since 1997
University of Iowa
James Hering, CFA's Union Square Investment Company Experience September 2014 - Present
Job Chief Executive Officer at Union Square Investment Company
Industry Financial Services
Experience
Union Square Investment Company September 2014 - Present
Harris myCFO - a part of BMO Financial Group August 2009 - May 2013
Gresham Partners, LLC March 2006 - December 2008
William Blair and Company January 2004 - March 2006
William Blair and Company January 1997 - December 2003
William Blair and Company November 1993 - December 1997
Comerica July 1988 - November 1993
Skills
Financial Analysis, Risk Management, Strategic Planning, Leadership, Project Management, Management, Change Management, Order Management, Business Performance..., Alternative Assets, System Architecture, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Investments, Asset Management, Investment Advisory, Asset Allocation, Corporate Finance, Equities, Finance, Start-ups, Mutual Funds, Investment Management, Wealth Management, Business Analysis, Private Equity, Strategy, Securities, Investment Strategies, Financial Modeling, Fixed Income, Due Diligence, Valuation, Financial Services, Operations Management, Organizational Design, Executive Management
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance, Mgmt & Strategy, Org. Behavior
Michigan State University 1984 — 1988
BA, Finance
Union Square Investment Company September 2014 - Present
Harris myCFO - a part of BMO Financial Group August 2009 - May 2013
Gresham Partners, LLC March 2006 - December 2008
William Blair and Company January 2004 - March 2006
William Blair and Company January 1997 - December 2003
William Blair and Company November 1993 - December 1997
Comerica July 1988 - November 1993
Skills
Financial Analysis, Risk Management, Strategic Planning, Leadership, Project Management, Management, Change Management, Order Management, Business Performance..., Alternative Assets, System Architecture, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Investments, Asset Management, Investment Advisory, Asset Allocation, Corporate Finance, Equities, Finance, Start-ups, Mutual Funds, Investment Management, Wealth Management, Business Analysis, Private Equity, Strategy, Securities, Investment Strategies, Financial Modeling, Fixed Income, Due Diligence, Valuation, Financial Services, Operations Management, Organizational Design, Executive Management
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance, Mgmt & Strategy, Org. Behavior
Michigan State University 1984 — 1988
BA, Finance
Doris Leung's Union Square Investment Company Experience February 2004 - June 2005
Job Accounting Projects Consultant
Industry Accounting
Experience
Gilead Science November 2014 - June 2015
Kaiser Permanente January 2011 - June 2014
LECG October 2009 - August 2010
LeapFrog Enterprise, Inc. October 2006 - June 2009
Mervyns June 2005 - August 2006
Union Square Investment Company February 2004 - June 2005
Consulting - various February 2003 - January 2004
Wind River Systems May 2000 - January 2003
Burr, Pilger & Mayer LLP February 1998 - March 2000
Textainer June 1993 - January 1997
Skills
Sarbanes-Oxley Act, US GAAP, Internal Audit, Financial Reporting, Finance, Process Improvement, Auditing, Financial Analysis, Management, Accounting, Managerial Finance, Internal Controls, Forecasting, Revenue Recognition, Variance Analysis
Education
San Francisco State University
Gilead Science November 2014 - June 2015
Kaiser Permanente January 2011 - June 2014
LECG October 2009 - August 2010
LeapFrog Enterprise, Inc. October 2006 - June 2009
Mervyns June 2005 - August 2006
Union Square Investment Company February 2004 - June 2005
Consulting - various February 2003 - January 2004
Wind River Systems May 2000 - January 2003
Burr, Pilger & Mayer LLP February 1998 - March 2000
Textainer June 1993 - January 1997
Skills
Sarbanes-Oxley Act, US GAAP, Internal Audit, Financial Reporting, Finance, Process Improvement, Auditing, Financial Analysis, Management, Accounting, Managerial Finance, Internal Controls, Forecasting, Revenue Recognition, Variance Analysis
Education
San Francisco State University
Barbara Benware's Union Square Investment Company Experience July 2005 - January 2009
Job Vice President of Investments at Schwab Charitable
Industry Investment Management
Experience
Schwab Charitable October 2009 - Present
Schwab Charitable May 2009 - October 2009
Union Square Investment Company July 2005 - January 2009
Union Square Investment Company September 1995 - June 2005
Union Square Investment Company September 1994 - July 1995
Union Square Investment Company March 1991 - June 1994
ROLM February 1989 - September 1990
ROLM June 1988 - January 1989
ROLM September 1981 - May 1988
Skills
Wealth Management, Investments, Due Diligence, Asset Allocation, Finance, Financial Analysis, Risk Management, Marketing, Portfolio Management, Strategy, Estate Planning, Mutual Funds, Management, Business Planning, Alternative Investments, Investment Advisory, Financial Advisory, Private Equity, Hedge Funds, Securities, Series 7, Investment Management, Financial Services, Asset Management, Equities, Investment Strategies, Wealth Management..., Fixed Income, Retirement Planning, Valuation, Strategic Financial..., Venture Capital, Financial Modeling
Education
Certified Investment Management Analyst (CIMA)
American University
BA, Economics
Bryn Mawr College
Russian, Psychology
Series 7
Schwab Charitable October 2009 - Present
Schwab Charitable May 2009 - October 2009
Union Square Investment Company July 2005 - January 2009
Union Square Investment Company September 1995 - June 2005
Union Square Investment Company September 1994 - July 1995
Union Square Investment Company March 1991 - June 1994
ROLM February 1989 - September 1990
ROLM June 1988 - January 1989
ROLM September 1981 - May 1988
Skills
Wealth Management, Investments, Due Diligence, Asset Allocation, Finance, Financial Analysis, Risk Management, Marketing, Portfolio Management, Strategy, Estate Planning, Mutual Funds, Management, Business Planning, Alternative Investments, Investment Advisory, Financial Advisory, Private Equity, Hedge Funds, Securities, Series 7, Investment Management, Financial Services, Asset Management, Equities, Investment Strategies, Wealth Management..., Fixed Income, Retirement Planning, Valuation, Strategic Financial..., Venture Capital, Financial Modeling
Education
Certified Investment Management Analyst (CIMA)
American University
BA, Economics
Bryn Mawr College
Russian, Psychology
Series 7
Dorothy Kulpinski's Union Square Investment Company Experience 2005 - 2011
Job Finance and Accounting Executive
Industry Investment Management
Experience
Union Square Investment Company 2005 - 2011
Union Square Investment Company 2000 - 2005
Condor Investment Corporation 1996 - 2000
Skills
Financial Reporting, Accounting, Auditing, Insurance, Due Diligence, Investments, Employee Benefits, Finance, Accounts Payable, Account Reconciliation, Financial Modeling, Management, Financial Planning, Financial Analysis, Mergers & Acquisitions, Strategic Planning
Education
State University of New York at Buffalo - School of Management
B.S. Cum Laude, Management and Accounting
Union Square Investment Company 2005 - 2011
Union Square Investment Company 2000 - 2005
Condor Investment Corporation 1996 - 2000
Skills
Financial Reporting, Accounting, Auditing, Insurance, Due Diligence, Investments, Employee Benefits, Finance, Accounts Payable, Account Reconciliation, Financial Modeling, Management, Financial Planning, Financial Analysis, Mergers & Acquisitions, Strategic Planning
Education
State University of New York at Buffalo - School of Management
B.S. Cum Laude, Management and Accounting
Lauren Renken's Union Square Investment Company Experience July 2010 - Present
Job CFO and CCO at Union Square Investment Company
Industry Financial Services
Experience
Union Square Investment Company July 2010 - Present
Skills
Real Estate, Financial Analysis, Private Equity, Investments, Tax, Financial Modeling, Financial Reporting, Accounting, Strategic Planning, Due Diligence, Management, Financial Planning, Family Office, Hedge Funds, Alternative Investments
Education
California State University-Long Beach 1978 — 1983
Bachelor of Arts (B.A.), General Accounting and Investment Finance
California State University-Long Beach - College of Business Administration 1978 — 1983
BS, General Accounting and Investment Finance
Union Square Investment Company July 2010 - Present
Skills
Real Estate, Financial Analysis, Private Equity, Investments, Tax, Financial Modeling, Financial Reporting, Accounting, Strategic Planning, Due Diligence, Management, Financial Planning, Family Office, Hedge Funds, Alternative Investments
Education
California State University-Long Beach 1978 — 1983
Bachelor of Arts (B.A.), General Accounting and Investment Finance
California State University-Long Beach - College of Business Administration 1978 — 1983
BS, General Accounting and Investment Finance
Emily Chiang's Union Square Investment Company Experience June 2006 - August 2011
Job Senior Accountant
Industry Government Administration
Experience
City and County of San Francisco October 2011 - January 2013
Union Square Investment Company June 2006 - August 2011
1031 Independent Exchange Services October 2001 - June 2006
Sapphire Technology September 1996 - January 2001
Education
San Francisco State University 1991 — 1996
Bachelor of Science (B.S.), Accounting and Internal Auditing
City and County of San Francisco October 2011 - January 2013
Union Square Investment Company June 2006 - August 2011
1031 Independent Exchange Services October 2001 - June 2006
Sapphire Technology September 1996 - January 2001
Education
San Francisco State University 1991 — 1996
Bachelor of Science (B.S.), Accounting and Internal Auditing