Vantage Point Advisors, Inc.
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21 Vantage Point Advisors, Inc. employees in database. Find out everything there's to know about Vantage Point Advisors, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vantage Point Advisors, Inc. Employees
Employee
Years
Job
Industry
Jennifer Brien Jennifer Brien's Vantage Point Advisors, Inc. Experience February 2014 - November 2014
Job Executive Assistant at ECG Management Consultants, Inc.
Industry Hospital & Health Care
Experience
ECG Management Consultants, Inc. December 2014 - Present
The Promiscuous Fork December 2013 - December 2014
Vantage Point Advisors, Inc. February 2014 - November 2014
Top Notch Catering June 2013 - February 2014
Zappos Family of Companies July 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Public Speaking, Team Building, Social Media, Public Relations, Teamwork, Sales, Retail, Research, Time Management, Data Entry, Facebook, Social Networking
Education
University of California, San Diego 2008 — 2010
Bachelor of Arts (BA), Communication and Media Studies
ECG Management Consultants, Inc. December 2014 - Present
The Promiscuous Fork December 2013 - December 2014
Vantage Point Advisors, Inc. February 2014 - November 2014
Top Notch Catering June 2013 - February 2014
Zappos Family of Companies July 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Public Speaking, Team Building, Social Media, Public Relations, Teamwork, Sales, Retail, Research, Time Management, Data Entry, Facebook, Social Networking
Education
University of California, San Diego 2008 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Dustin Giovannelli Dustin Giovannelli's Vantage Point Advisors, Inc. Experience February 2012 - October 2014
Job Consultant
Industry Investment Banking
Experience
MarshBerry December 2014 - Present
Vantage Point Advisors, Inc. February 2012 - October 2014
Sempra Energy May 2011 - April 2012
PricewaterhouseCoopers January 2007 - November 2009
PricewaterhouseCoopers June 2006 - August 2006
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Actuarial Science and Finance
MarshBerry December 2014 - Present
Vantage Point Advisors, Inc. February 2012 - October 2014
Sempra Energy May 2011 - April 2012
PricewaterhouseCoopers January 2007 - November 2009
PricewaterhouseCoopers June 2006 - August 2006
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Actuarial Science and Finance
Chad Morgan's Vantage Point Advisors, Inc. Experience August 2010 - July 2013
Job Vice President at MarshBerry
Industry Investment Banking
Experience
MarshBerry September 2013 - Present
Vantage Point Advisors, Inc. August 2010 - July 2013
Keenan & Associates July 2008 - July 2009
Willis August 2005 - May 2008
Marsh June 2002 - August 2005
A.G. Edwards (now Wells Fargo Advisors) 2000 - 2002
Olde Financial Corporation 1998 - 2000
Education
Chartered Financial Analyst (CFA) Institute' s CFA Program 2014 — 2015
Security Analysis / Portfolio Management
Creighton University 2009 — 2011
Master of Security Analysis / Portfolio Management
University of Arizona, Eller College of Management 1993 — 1998
B.S. Business Administration, Finance
College for Financial Planning
Accredited Asset Management Specialist (AAMS) Designation, Asset Management
Insurance Institute of America
Associate in Risk Management, Risk Management
MarshBerry September 2013 - Present
Vantage Point Advisors, Inc. August 2010 - July 2013
Keenan & Associates July 2008 - July 2009
Willis August 2005 - May 2008
Marsh June 2002 - August 2005
A.G. Edwards (now Wells Fargo Advisors) 2000 - 2002
Olde Financial Corporation 1998 - 2000
Education
Chartered Financial Analyst (CFA) Institute' s CFA Program 2014 — 2015
Security Analysis / Portfolio Management
Creighton University 2009 — 2011
Master of Security Analysis / Portfolio Management
University of Arizona, Eller College of Management 1993 — 1998
B.S. Business Administration, Finance
College for Financial Planning
Accredited Asset Management Specialist (AAMS) Designation, Asset Management
Insurance Institute of America
Associate in Risk Management, Risk Management
Rob Domingue, CFA Rob Domingue, CFA's Vantage Point Advisors, Inc. Experience March 2007 - October 2013
Job Deloitte Advisory Complex Securities Valuation
Industry Financial Services
Experience
Deloitte February 2015 - Present
Transcend Valuation, LLC December 2013 - February 2015
Vantage Point Advisors, Inc. March 2007 - October 2013
Skills
Valuation, Business Valuation, Financial Modeling, Strategic Financial..., Forecasting, Corporate Finance, Equities, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Venture Capital, Accounting, Portfolio Management, Private Equity, Financial Planning, Strategic Planning, Management
Education
University of California, San Diego - The Rady School of Management
Master of Business Administration (MBA)
California State University-San Marcos - College of Business Administration
Bachelor of Science (B.S.) - Finance
Deloitte February 2015 - Present
Transcend Valuation, LLC December 2013 - February 2015
Vantage Point Advisors, Inc. March 2007 - October 2013
Skills
Valuation, Business Valuation, Financial Modeling, Strategic Financial..., Forecasting, Corporate Finance, Equities, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Venture Capital, Accounting, Portfolio Management, Private Equity, Financial Planning, Strategic Planning, Management
Education
University of California, San Diego - The Rady School of Management
Master of Business Administration (MBA)
California State University-San Marcos - College of Business Administration
Bachelor of Science (B.S.) - Finance
Joshua Vannetti, CPA, CVA Joshua Vannetti, CPA, CVA's Vantage Point Advisors, Inc. Experience June 2014 - Present
Job Forensic Accounting and Business Valuation at Vantage Point Advisors, Inc.
Industry Financial Services
Experience
Vantage Point Advisors, Inc. June 2014 - Present
RGL Forensics March 2009 - May 2014
Exchange Bank August 2005 - August 2008
Skills
Business Interruption, Asset Tracing, Forensic Accounting, Accounting, Financial Analysis, CPA, Fraud, Litigation Support, Accounts Payable, Insurance, Financial Statements, Analysis, Financial Reporting, GAAP, Finance, Business Valuation
Education
San Diego State University-California State University
BS, Accounting
Vantage Point Advisors, Inc. June 2014 - Present
RGL Forensics March 2009 - May 2014
Exchange Bank August 2005 - August 2008
Skills
Business Interruption, Asset Tracing, Forensic Accounting, Accounting, Financial Analysis, CPA, Fraud, Litigation Support, Accounts Payable, Insurance, Financial Statements, Analysis, Financial Reporting, GAAP, Finance, Business Valuation
Education
San Diego State University-California State University
BS, Accounting
George Wartan, ASA George Wartan, ASA's Vantage Point Advisors, Inc. Experience October 2013 - Present
Job Director Valuation Services at Vantage Point Advisors
Industry Financial Services
Experience
Vantage Point Advisors, Inc. October 2013 - Present
BDO Consulting (Formerly BDO Valuation Advisors, LLC) October 2012 - October 2013
BDO Valuation Advisors, LLC November 2005 - October 2012
McGladrey August 2000 - December 2004
Skills
Business Valuation, Intangible Assets, Valuation, Financial Modeling, Financial Reporting, Purchase Price..., Due Diligence, Complex Financial..., Appraisals, Derivatives, Accounting, Equities, Financial Analysis, Finance, GAAP, Mergers, SEC Filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Venture Capital
Education
California State Polytechnic University-Pomona 2000 — 2004
M.B.A., Corporate Finance/Financial Management
Vantage Point Advisors, Inc. October 2013 - Present
BDO Consulting (Formerly BDO Valuation Advisors, LLC) October 2012 - October 2013
BDO Valuation Advisors, LLC November 2005 - October 2012
McGladrey August 2000 - December 2004
Skills
Business Valuation, Intangible Assets, Valuation, Financial Modeling, Financial Reporting, Purchase Price..., Due Diligence, Complex Financial..., Appraisals, Derivatives, Accounting, Equities, Financial Analysis, Finance, GAAP, Mergers, SEC Filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Venture Capital
Education
California State Polytechnic University-Pomona 2000 — 2004
M.B.A., Corporate Finance/Financial Management
Rich Barth Rich Barth's Vantage Point Advisors, Inc. Experience 2011 - Present
Job Business Valuations and Transaction Opinions, Board Member, Investor
Industry Financial Services
Experience
Vantage Point Advisors, Inc. 2011 - Present
Boutique Investment Bank 2010 - 2011
Canaccord Adams 2006 - 2009
Houlihan Lokey 2003 - 2006
Goldman Sachs 2002 - 2003
Skills
Business..., Business Transactions, Mergers, Valuation, Business Valuation, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Corporate Development, Due Diligence, Capital Markets, Investments, Equities, IPO, Venture Capital, Financial Analysis, Business Appraisals, Solvency Opininons, Gift Tax Valuation, Estate Tax Valuation, ESOP Valuations, ESOP Opinions, 409A Valuations, Fair Value, Fair Market Value, Derivative Valuation, Fairness Opinions, Intellectual Property..., Trademark Valuation, Trade Name Valuation, Portfolio Valuations, Debt Valuation, Goodwill Impairment..., Start-up Valuations, Software Valuation, FLP Valuations, Capital Adequacy..., Adequate Consideration..., Mergers & Acquisitions
Education
National University of Singapore
The University of British Columbia
Bachelor of Commerce, Urban Land Economics, Finance
The University of Western Ontario
MBA, Finance
Vantage Point Advisors, Inc. 2011 - Present
Boutique Investment Bank 2010 - 2011
Canaccord Adams 2006 - 2009
Houlihan Lokey 2003 - 2006
Goldman Sachs 2002 - 2003
Skills
Business..., Business Transactions, Mergers, Valuation, Business Valuation, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Corporate Development, Due Diligence, Capital Markets, Investments, Equities, IPO, Venture Capital, Financial Analysis, Business Appraisals, Solvency Opininons, Gift Tax Valuation, Estate Tax Valuation, ESOP Valuations, ESOP Opinions, 409A Valuations, Fair Value, Fair Market Value, Derivative Valuation, Fairness Opinions, Intellectual Property..., Trademark Valuation, Trade Name Valuation, Portfolio Valuations, Debt Valuation, Goodwill Impairment..., Start-up Valuations, Software Valuation, FLP Valuations, Capital Adequacy..., Adequate Consideration..., Mergers & Acquisitions
Education
National University of Singapore
The University of British Columbia
Bachelor of Commerce, Urban Land Economics, Finance
The University of Western Ontario
MBA, Finance
John Langley John Langley's Vantage Point Advisors, Inc. Experience January 2011 - December 2012
Job Managing Director at Transcend Valuation, Inc.
Industry Financial Services
Experience
Transcend Valuation, Inc. October 2014 - Present
Transcend Valuation, Inc. August 2013 - Present
Grant Thornton LLP December 2012 - September 2013
Vantage Point Advisors, Inc. January 2011 - December 2012
Deloitte FAS August 2006 - January 2011
BMO Nesbitt Burns June 2000 - September 2005
Skills
Valuation, Financial Reporting, Purchase Price..., Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, FAS 5, Due Diligence, DCF, Mergers, Investments, US GAAP, SEC filings, Private Equity
Education
UCLA Anderson School of Management 1998 — 2000
Master of Business Administration, Finance
Stanford University 1992 — 1993
Master of Science, Engineering
United States Merchant Marine Academy 1988 — 1992
Bachelor of Science (BS), Marine Engineering Systems
Transcend Valuation, Inc. October 2014 - Present
Transcend Valuation, Inc. August 2013 - Present
Grant Thornton LLP December 2012 - September 2013
Vantage Point Advisors, Inc. January 2011 - December 2012
Deloitte FAS August 2006 - January 2011
BMO Nesbitt Burns June 2000 - September 2005
Skills
Valuation, Financial Reporting, Purchase Price..., Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, FAS 5, Due Diligence, DCF, Mergers, Investments, US GAAP, SEC filings, Private Equity
Education
UCLA Anderson School of Management 1998 — 2000
Master of Business Administration, Finance
Stanford University 1992 — 1993
Master of Science, Engineering
United States Merchant Marine Academy 1988 — 1992
Bachelor of Science (BS), Marine Engineering Systems
Brent Glova Brent Glova's Vantage Point Advisors, Inc. Experience June 2013 - Present
Job Manager at Vantage Point Advisors, Inc.
Industry Financial Services
Experience
Vantage Point Advisors, Inc. June 2013 - Present
Cabrillo Advisors, LLC February 2011 - June 2013
Federal Realty Investment Trust December 2008 - November 2010
Duff & Phelps, LLC August 2005 - December 2008
Skills
Mergers, Valuation, Business Valuation, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Mergers
Education
Penn State University
Finance, Real Estate Finance
Vantage Point Advisors, Inc. June 2013 - Present
Cabrillo Advisors, LLC February 2011 - June 2013
Federal Realty Investment Trust December 2008 - November 2010
Duff & Phelps, LLC August 2005 - December 2008
Skills
Mergers, Valuation, Business Valuation, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Mergers
Education
Penn State University
Finance, Real Estate Finance
Celeste Asbury, CPA Celeste Asbury, CPA's Vantage Point Advisors, Inc. Experience December 2013 - September 2014
Job Corporate Controller
Industry Financial Services
Experience
Ingenu August 2015 - Present
Ted Elliott Resources April 2015 - August 2015
Resources Global Professionals January 2014 - July 2015
Vantage Point Advisors, Inc. December 2013 - September 2014
Vantage Point Advisors, Inc. October 2011 - December 2013
Slacker Inc 2009 - 2011
Resources Global Professionals 2007 - 2009
SC Design 2005 - 2006
Ted Elloitt & Associates 2005 - 2005
CBIZ MHM, LLC 2001 - 2005
Skills
Valuation, Mergers, Financial Reporting, Financial Analysis, Internal Controls, SEC filings, US GAAP, GAAP, Accounting, Auditing, Client Development, Stock Compensation, Mergers & Acquisitions, Cash Flow, Sarbanes-Oxley Act, CPA, Revenue Recognition, Financial Modeling, Business Valuation, Consolidation
Education
San Diego State University-California State University 1993 — 1995
Bachelor of Science, Business Administration (Accounting), Cum Laude with Distinction in Accounting
San Diego Mesa College 1989 — 1992
Deans List
Ingenu August 2015 - Present
Ted Elliott Resources April 2015 - August 2015
Resources Global Professionals January 2014 - July 2015
Vantage Point Advisors, Inc. December 2013 - September 2014
Vantage Point Advisors, Inc. October 2011 - December 2013
Slacker Inc 2009 - 2011
Resources Global Professionals 2007 - 2009
SC Design 2005 - 2006
Ted Elloitt & Associates 2005 - 2005
CBIZ MHM, LLC 2001 - 2005
Skills
Valuation, Mergers, Financial Reporting, Financial Analysis, Internal Controls, SEC filings, US GAAP, GAAP, Accounting, Auditing, Client Development, Stock Compensation, Mergers & Acquisitions, Cash Flow, Sarbanes-Oxley Act, CPA, Revenue Recognition, Financial Modeling, Business Valuation, Consolidation
Education
San Diego State University-California State University 1993 — 1995
Bachelor of Science, Business Administration (Accounting), Cum Laude with Distinction in Accounting
San Diego Mesa College 1989 — 1992
Deans List
Steve Schenk Steve Schenk's Vantage Point Advisors, Inc. Experience 2011 - Present
Job Director at Vantage Point Advisors, Inc.
Industry Financial Services
Christine Nam Christine Nam's Vantage Point Advisors, Inc. Experience October 2012 - March 2013
Job Associate at Pacific Income Advisers, Inc.
Industry Investment Management
Experience
Pacific Income Advisers July 2014 - Present
BDO USA, LLP October 2013 - March 2014
Vantage Point Advisors, Inc. October 2012 - March 2013
FMV Opinions, Inc. June 2012 - July 2012
Eureka Capital Markets, LLC January 2012 - May 2012
Skills
Business Valuation, Valuation, Financial Reporting, Investment Banking
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Economics
Mission San Jose High School 2005 — 2009
High school diploma
Pacific Income Advisers July 2014 - Present
BDO USA, LLP October 2013 - March 2014
Vantage Point Advisors, Inc. October 2012 - March 2013
FMV Opinions, Inc. June 2012 - July 2012
Eureka Capital Markets, LLC January 2012 - May 2012
Skills
Business Valuation, Valuation, Financial Reporting, Investment Banking
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Economics
Mission San Jose High School 2005 — 2009
High school diploma
Catherine Castelli Catherine Castelli's Vantage Point Advisors, Inc. Experience November 2014 - Present
Job Communications and External Relations at Omo Child Foundation
Industry Higher Education
Experience
Vantage Point Advisors, Inc. November 2014 - Present
Omo Child Foundation July 2013 - Present
School of International Relations and Pacific Studies June 2011 - August 2014
Law Offices of Lawrence Knapp January 2009 - July 2010
Orchard Supply Hardware April 2007 - February 2009
Delta Charter Services October 2006 - May 2007
Skills
Event Planning, PowerPoint, Budgets, Research, Public Speaking, Nonprofits, Community Outreach, Microsoft Office, Policy Analysis, Fundraising, Social Media, Public Policy, Editing, Legal Research, Marketing, Catering, Grant Administration, Reimbursement, Fiscal Policy, Grant Writing, Contract Negotiation, Contract Management, Project Management, Proofreading, Project Planning, Dreamweaver, Program Management, Microsoft Excel, Customer Service, Data Analysis, Management, International Relations, Microsoft Word
Education
University of California, San Diego 2010 — 2012
Bachelor of Arts (B.A.), Political Science
San Joaquin Delta College 2008 — 2010
Associate of Arts (A.A.), 4.0
Vantage Point Advisors, Inc. November 2014 - Present
Omo Child Foundation July 2013 - Present
School of International Relations and Pacific Studies June 2011 - August 2014
Law Offices of Lawrence Knapp January 2009 - July 2010
Orchard Supply Hardware April 2007 - February 2009
Delta Charter Services October 2006 - May 2007
Skills
Event Planning, PowerPoint, Budgets, Research, Public Speaking, Nonprofits, Community Outreach, Microsoft Office, Policy Analysis, Fundraising, Social Media, Public Policy, Editing, Legal Research, Marketing, Catering, Grant Administration, Reimbursement, Fiscal Policy, Grant Writing, Contract Negotiation, Contract Management, Project Management, Proofreading, Project Planning, Dreamweaver, Program Management, Microsoft Excel, Customer Service, Data Analysis, Management, International Relations, Microsoft Word
Education
University of California, San Diego 2010 — 2012
Bachelor of Arts (B.A.), Political Science
San Joaquin Delta College 2008 — 2010
Associate of Arts (A.A.), 4.0
Anthony Drew Anthony Drew's Vantage Point Advisors, Inc. Experience July 2014 - June 2015
Job Senior Analyst at ECG Management Consultants
Industry Financial Services
Experience
ECG Management Consultants June 2015 - Present
Vantage Point Advisors, Inc. July 2014 - June 2015
University of California, Berkeley, Haas School of Business May 2013 - August 2013
Qualified Billing & Collections, LLC May 2011 - August 2011
Skills
MS Office Suite, MS...
Education
UC Berkeley 2010 — 2014
Business Administration Statistics
Beckman High School 2006 — 2010
Stanford University
Summer Quarter, Computer Science
ECG Management Consultants June 2015 - Present
Vantage Point Advisors, Inc. July 2014 - June 2015
University of California, Berkeley, Haas School of Business May 2013 - August 2013
Qualified Billing & Collections, LLC May 2011 - August 2011
Skills
MS Office Suite, MS...
Education
UC Berkeley 2010 — 2014
Business Administration Statistics
Beckman High School 2006 — 2010
Stanford University
Summer Quarter, Computer Science
Alexa Wolford Alexa Wolford's Vantage Point Advisors, Inc. Experience August 2014 - August 2015
Job Masters Student of Applied Economics and Finance at UC Santa Cruz
Industry Higher Education
Experience
UC Santa Cruz September 2015 - Present
Vantage Point Advisors, Inc. August 2014 - August 2015
Linfield College August 2011 - May 2014
Expeditors June 2013 - August 2013
Linfield College September 2010 - May 2013
Expeditors May 2012 - August 2012
Skills
Team Leadership, Time Management, Microsoft Excel, Critical Thinking, Communication, Community Development, Mathematics, Organization, Problem Solving, Problem Analysis, Management, Event Planning, Data Analysis, Lotus Notes, Eviews, Mathematica, Research
Education
Linfield College 2010 — 2014
Bachelor's degree, Mathematics and Economics, Graduated
UC Santa Cruz September 2015 - Present
Vantage Point Advisors, Inc. August 2014 - August 2015
Linfield College August 2011 - May 2014
Expeditors June 2013 - August 2013
Linfield College September 2010 - May 2013
Expeditors May 2012 - August 2012
Skills
Team Leadership, Time Management, Microsoft Excel, Critical Thinking, Communication, Community Development, Mathematics, Organization, Problem Solving, Problem Analysis, Management, Event Planning, Data Analysis, Lotus Notes, Eviews, Mathematica, Research
Education
Linfield College 2010 — 2014
Bachelor's degree, Mathematics and Economics, Graduated
Rodegar Santos's Vantage Point Advisors, Inc. Experience February 2010 - May 2010
Job Financial Analyst at NextEra Energy Resources
Industry Oil & Energy
Experience
NextEra Energy Resources October 2013 - March 2014
Torrey Pines Institute for Molecular Studies May 2012 - February 2013
Vantage Point Advisors, Inc. February 2010 - May 2010
Ford Motor Company June 2008 - August 2008
Torrey Pines Institute October 2001 - July 2007
Skills
Financial Analysis, Equity Valuation, Report Writing, Forecasting, Financial Modeling, Excel, Valuation, Bloomberg, Analysis, PowerPoint, Word, Market Research, Microsoft Office, Project Management, Leadership, Microsoft Excel, Data Analysis, Microsoft Word, Management, Program Management, Finance, Due Diligence, Research
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
M.B.A., Finance and Management
Eureka College 1996 — 2000
Bachelor of Science, Chemistry
NextEra Energy Resources October 2013 - March 2014
Torrey Pines Institute for Molecular Studies May 2012 - February 2013
Vantage Point Advisors, Inc. February 2010 - May 2010
Ford Motor Company June 2008 - August 2008
Torrey Pines Institute October 2001 - July 2007
Skills
Financial Analysis, Equity Valuation, Report Writing, Forecasting, Financial Modeling, Excel, Valuation, Bloomberg, Analysis, PowerPoint, Word, Market Research, Microsoft Office, Project Management, Leadership, Microsoft Excel, Data Analysis, Microsoft Word, Management, Program Management, Finance, Due Diligence, Research
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
M.B.A., Finance and Management
Eureka College 1996 — 2000
Bachelor of Science, Chemistry
Terry J. Siman's Vantage Point Advisors, Inc. Experience January 1983 - March 2010
Job Sr. Wealth Counselor
Industry Financial Services
Experience
United Capital Private Wealth Counseling March 2011 - Present
Rackwise 2010 - 2015
Rackwise 2010 - 2015
Rackwise 2010 - 2015
Vantage Point Advisors, Inc. January 1983 - March 2010
Institute of Certified Financial Planners (ICFP) October 1993 - December 1994
Delaware Valley Society Institute of Certified Financial Planners 1986 - 1988
Skills
Asset Allocation, Estate Planning, Wealth Management, Financial Planning, Portfolio Management, Tax, Investment Advisory, Retirement Planning, Investments, Investment Strategies, Strategic Planning, Fixed Income, Small Business, Mutual Funds, Public Speaking, Financial Planners, Retirement, IRAs, Strategic Financial..., 401k, Wealth Management..., Investment Management, Financial Advisory, Wealth, Alternative Investments, Financial Services, High Net Worth..., Personal Financial..., Securities
Education
Western New England College School of Law 1974 — 1977
JD, Law
Temple University 1972 — 1974
BS cum laude, Journalism
Lower Merion High
United Capital Private Wealth Counseling March 2011 - Present
Rackwise 2010 - 2015
Rackwise 2010 - 2015
Rackwise 2010 - 2015
Vantage Point Advisors, Inc. January 1983 - March 2010
Institute of Certified Financial Planners (ICFP) October 1993 - December 1994
Delaware Valley Society Institute of Certified Financial Planners 1986 - 1988
Skills
Asset Allocation, Estate Planning, Wealth Management, Financial Planning, Portfolio Management, Tax, Investment Advisory, Retirement Planning, Investments, Investment Strategies, Strategic Planning, Fixed Income, Small Business, Mutual Funds, Public Speaking, Financial Planners, Retirement, IRAs, Strategic Financial..., 401k, Wealth Management..., Investment Management, Financial Advisory, Wealth, Alternative Investments, Financial Services, High Net Worth..., Personal Financial..., Securities
Education
Western New England College School of Law 1974 — 1977
JD, Law
Temple University 1972 — 1974
BS cum laude, Journalism
Lower Merion High
Jessica Iffert's Vantage Point Advisors, Inc. Experience October 2012 - Present
Job Accounting Manager at Vantage Point Advisors, Inc.
Industry Consumer Services
Experience
Vantage Point Advisors, Inc. October 2012 - Present
Phase 2 International December 2009 - July 2012
Integrated Global Asset Management September 2008 - December 2008
Mohawk Valley Chamber of Commerce August 2006 - August 2007
Delmonico's Italian Steakhouse October 2005 - July 2006
Skills
MS Project Server, MS Office Suite, MCP, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Outlook, Budgets, Accounts Payable, Accounts Receivable, Peachtree, Bank Reconciliation, Financial Statements, Finance, Sales, Research, Customer Service, Social Media, Teamwork, Windows, Microsoft Office, Market Research, Social Networking, Team Leadership, Human Resources, Microsoft Certified..., Project Server, Financial Reporting, Tax, Cash Management, Managerial Finance, SharePoint, Corporate Finance, Financial Analysis, Financial Modeling, Account Management, Training, Financial Accounting, Leadership, Payroll, Insurance, Mergers & Acquisitions, Strategy, Business Planning
Education
San Diego State University-California State University 2007 — 2009
Master of Science, Business Administration; International Business
SUNY Institute of Technology 2002 — 2006
Bachelor of Science, Finance
Vantage Point Advisors, Inc. October 2012 - Present
Phase 2 International December 2009 - July 2012
Integrated Global Asset Management September 2008 - December 2008
Mohawk Valley Chamber of Commerce August 2006 - August 2007
Delmonico's Italian Steakhouse October 2005 - July 2006
Skills
MS Project Server, MS Office Suite, MCP, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Outlook, Budgets, Accounts Payable, Accounts Receivable, Peachtree, Bank Reconciliation, Financial Statements, Finance, Sales, Research, Customer Service, Social Media, Teamwork, Windows, Microsoft Office, Market Research, Social Networking, Team Leadership, Human Resources, Microsoft Certified..., Project Server, Financial Reporting, Tax, Cash Management, Managerial Finance, SharePoint, Corporate Finance, Financial Analysis, Financial Modeling, Account Management, Training, Financial Accounting, Leadership, Payroll, Insurance, Mergers & Acquisitions, Strategy, Business Planning
Education
San Diego State University-California State University 2007 — 2009
Master of Science, Business Administration; International Business
SUNY Institute of Technology 2002 — 2006
Bachelor of Science, Finance
Lorena Heemsen's Vantage Point Advisors, Inc. Experience May 2008 - February 2010
Job Manager, Business Development and Strategy at PETCO Animal Supplies, Inc.
Industry Financial Services
Experience
PETCO Animal Supplies, Inc. February 2013 - Present
PETCO Animal Supplies, Inc. February 2010 - February 2013
Vantage Point Advisors, Inc. May 2008 - February 2010
Edificaciones Integrales, CA 2006 - 2007
Constructora Domolca 2006 - 2007
Skills
Financial Analysis, Business Valuation, Cross-functional Team..., Competitive Analysis, Strategy, Mergers & Acquisitions, Business Strategy, Leadership, Business Development, Corporate Finance, Project Management, Valuation, Finance, Budgets, Financial Modeling, Consulting, Due Diligence, Currency Exchange
Education
University of California, San Diego - The Rady School of Management 2007 — 2009
MBA, Business Administration
Universidad de Carabobo 2001 — 2006
B.S., Civil Engineering, Class Valedictorian
PETCO Animal Supplies, Inc. February 2013 - Present
PETCO Animal Supplies, Inc. February 2010 - February 2013
Vantage Point Advisors, Inc. May 2008 - February 2010
Edificaciones Integrales, CA 2006 - 2007
Constructora Domolca 2006 - 2007
Skills
Financial Analysis, Business Valuation, Cross-functional Team..., Competitive Analysis, Strategy, Mergers & Acquisitions, Business Strategy, Leadership, Business Development, Corporate Finance, Project Management, Valuation, Finance, Budgets, Financial Modeling, Consulting, Due Diligence, Currency Exchange
Education
University of California, San Diego - The Rady School of Management 2007 — 2009
MBA, Business Administration
Universidad de Carabobo 2001 — 2006
B.S., Civil Engineering, Class Valedictorian
Mark Sadauski, CMA, CVA's Vantage Point Advisors, Inc. Experience January 2015 - Present
Job Manager at Vantage Point Advisors, Inc.
Industry Financial Services
Experience
Vantage Point Advisors, Inc. January 2015 - Present
Birch Valuation, LLC April 2013 - January 2015
Cabrillo Advisors February 2009 - April 2013
Globalview Advisors 2006 - 2009
Oakley February 2004 - June 2006
LIAI 1999 - 2001
Skills
Valuation, Financial Modeling, Business Valuation, Financial Reporting, Finance, Forecasting, Tax, Analysis, Corporate Finance, Market Research, Financial Advisory, Financial Analysis, Securities, Mergers & Acquisitions, Due Diligence, Management, Start-ups, Venture Capital, Private Equity, Strategic Planning, Strategy, Business Strategy, Accounting
Education
MBA -Penn State University 2001 — 2003
MBA, Finance and Investment Management
Penn State University 2001 — 2003
MBA, Finance and Investment Management
University of California, San Diego 1992 — 1997
B.S., Molecular Biology
Vantage Point Advisors, Inc. January 2015 - Present
Birch Valuation, LLC April 2013 - January 2015
Cabrillo Advisors February 2009 - April 2013
Globalview Advisors 2006 - 2009
Oakley February 2004 - June 2006
LIAI 1999 - 2001
Skills
Valuation, Financial Modeling, Business Valuation, Financial Reporting, Finance, Forecasting, Tax, Analysis, Corporate Finance, Market Research, Financial Advisory, Financial Analysis, Securities, Mergers & Acquisitions, Due Diligence, Management, Start-ups, Venture Capital, Private Equity, Strategic Planning, Strategy, Business Strategy, Accounting
Education
MBA -Penn State University 2001 — 2003
MBA, Finance and Investment Management
Penn State University 2001 — 2003
MBA, Finance and Investment Management
University of California, San Diego 1992 — 1997
B.S., Molecular Biology