Vestek Systems
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Vestek Systems Employees
Addapp Corp January 2015 - August 2015
Zipfian Academy January 2014 - April 2014
Thomson Reuters December 2011 - December 2013
Thomson Reuters January 2005 - December 2011
Thomson Financial 2001 - 2005
Vestek Systems 1995 - 2001
Skills
Machine Learning, Data Mining, NLP, Python, Agile Methodologies, Financial Analysis, Requirements Analysis, Software Development, Mathematics, Software Project..., Business Analysis, Product Management, Unix, Public Speaking, Agile Project Management, Optimization, Integration, .NET, Analytics, Big Data, Risk Models, Portfolio Optimization, Finance, Data Science, ElasticSearch
Education
University of California, Los Angeles 1988 — 1994
PhD, Mathematics
Washington University in St. Louis 1984 — 1988
BS, Mathematics, Economics
Moz Designs, Inc. October 2014 - Present
San Francisco Chamber of Commerce September 2009 - October 2014
Nokia May 2008 - July 2009
Dragon Media Online, Inc. 2007 - May 2009
TalkPlus February 2007 - May 2008
WEATHERNEWS AMERICA March 2006 - August 2007
Thomson Financial 1991 - 2003
Vestek Systems 1990 - 2003
Skills
CSS, Photoshop, Dreamweaver, Adobe Fireworks, Illustrator, Email Marketing, InDesign, QuarkXPress, HTML, Project Management, Campaigns, Web Design, User Experience, User Interface Design, Wordpress, Social Media, Advertising, User Interface, Graphic Design, WordPress, Graphics, Art Direction, Logo Design, Newsletters, Photography, Copywriting, Typography, Flash, Creative Direction, Brochures, E-commerce, Layout, Adobe Creative Suite, Corporate Branding, Interaction Design, Brand Development, Marketing, Concept Development, Digital Media, Social Media Marketing, Mobile Applications, Web Development, Banners, Management, Concept Design, Leadership, Art, Corporate Identity, Social Networking, Publications
Education
Academy of Art University 1997 — 2000
Bachelor of Fine Arts (B.F.A.), Digital Communication and Media/Multimedia
Aperio Group 2015 - Present
CFA Society San Francisco 2010 - Present
Milliman Investment Consulting 2013 - 2015
The Transfinity Group 2013 - 2014
Portfolio DNA 2009 - 2014
RCM Capital Management (now Allianz Global Investors) 1995 - 2009
Vestek Systems 1992 - 1994
A.T. Kearney 1988 - 1991
United Parcel Service 1986 - 1988
Skills
Asset Allocation, Portfolio Management, Equities, Asset Management, Fixed Income, Investments, Quantitative Analytics, ETFs, Investment Management, Alternative Investments, Investment Strategies, Valuation, Risk Management, Financial Modeling, Equity Valuation, Financial Analysis, Mutual Funds, Options, Capital Markets, Securities, Financial Markets, Derivatives, Asset Managment, Emerging Markets, Commodity, Finance, Private Equity, Quantitative Finance, Portfolio Optimization, Bloomberg, Business Strategy, Bonds, Equity Research, Financial Risk, Performance Attribution, Fund Of Funds, Investment Advisory, Chartered Financial..., Structured Finance, Quantitative Analysis, Performance Measurement, Factset, S&P, Industry Analysis, Institutional
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA with Honors, Financial Management & International Business
Rotterdam School of Management, Erasmus University
International MBA Exchange Program, Rotterdam School of Management, The Netherlands
Harvard University
AB cum laude, Applied Mathematics with specialization in Operations Research
Chico Custom Kitchens October 2003 - 2013
West Coast Life Insurance 2001 - 2002
Bowne 1999 - 2001
Union Bank of California July 1998 - September 1999
Modis 1998 - 1999
Holland-Parlette and Assoc. January 1997 - June 1997
Giusto Enterprises, Inc. 1995 - 1997
Architectural Construction 1994 - 1995
Vestek Systems January 1990 - 1993
Skills
Management, Social Media, Budgets, Human Resources, Customer Service, Advertising, Project Planning, Non-profits, Community Outreach, Marketing Strategy, Classroom, Social Networking, Social Services, Special Education, Special Needs, Hospitality, Consulting, Office Management, Proofreading
Education
St. Joseph Notre Dame
High School
San Francisco State University 1989 — 1992
BA, Liberal Arts
City College of San Francisco 1998 — 1999
Restaurant, Culinary, and Catering Management/Manager
Diablo Valley College 1987 — 1988
Thomson Reuters 2013 - Present
Advent Software 2005 - 2013
Thomson Financial 2003 - 2005
Thomson Financial 1998 - 2003
Vestek Systems 1995 - 1998
Vestek Systems 1993 - 1995
United Airlines 1991 - 1993
Skills
Product Management, SaaS, Strategic Partnerships, Product Marketing, Competitive Analysis, Strategic Planning, Go-to-market Strategy, Demand Generation, Business Intelligence, Cloud Computing, Account Management, New Business Development, Analytics, Product Development, Strategy, Cross-functional Team..., Marketing Strategy, Entrepreneurship, CRM, Business Analysis, Start-ups, Marketing, Business Development, Lead Generation, Business Strategy, Professional Services, Salesforce.com, Partner Management, Marketing Automation, Solution Selling, Product Launch, Sales Enablement, Executive Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1991
MBA, Finance and Marketing
Quant Finance Solutions January 2014 - Present
EDHEC-Risk Institute April 2013 - September 2013
BNP Paribas Investment Partners 2010 - 2013
Franklin Portfolio Associates/Mellon Capital 2006 - 2009
Geode Capital Management 2003 - 2006
PanAgora Asset Management 2000 - 2003
Grantham Mayo van Otterloo 1997 - 2000
Vestek Systems 1996 - 1997
Skills
Portfolio Management, Equities, Capital Markets, Investment Strategies, Asset Management, Smart Beta, Business Valuation, Litigation Support, Investments, Investment Management, Quantitative Research, Quantitative Investing, Quantitative Risk, Risk Management, Finance, Financial Accounting, Economics, R, SAS, Matlab, Mutual Funds, Hedge Funds, Business Development
Education
Northwestern University - Kellogg School of Management
MS, PhD, Accounting & Information Systems
UC Berkeley October 2013 - Present
St. Mary's College of California October 2010 - June 2013
Sendmail, Inc. January 2008 - April 2010
The Westies From Hell! July 2006 - December 2007
Ask Jeeves March 2004 - June 2006
Wild Brain, Inc. March 2001 - September 2002
Walt Disney 1997 - 2001
Vestek Systems December 1994 - January 1997
Century Analysis January 1994 - October 1994
Century Analysis April 1991 - January 1994
Skills
DNS, Linux, Unix, Servers, System Administration, Disaster Recovery, Solaris, Firewalls, Perl, Apache, Red Hat Linux, Network Administration, Troubleshooting, Networking, Integration, Technical Support, Software Documentation, Python, Windows, Hardware, Testing, AIX, Scripting, Shell Scripting, Project Management, SaaS, FreeBSD, CentOS, VMware, SMTP, RHEL, Virtualization, TCP/IP
Education
University of Nevada-Reno 1981 — 1987
CS
Miramonte High School 1976 — 1977
College Preparatory School 1974 — 1976
Palmer Elementary 1964 — 1974
Victory Capital Management August 2011 - November 2013
UBS August 2005 - April 2011
UBS February 2003 - July 2005
Morgan Stanley March 2001 - February 2003
Vestek Systems January 2000 - March 2001
Faculty of Commerce and Business Administration, U.B.C. 1999 - 1999
Skills
Equities, Quantitative Analytics, Portfolio Management, Quantitative Finance, Investment Strategies, Bloomberg, Alternative Investments, Derivatives, Asset Allocation
Education
The University of British Columbia 1996 — 2000
PhD (All But Dissertation), Finance
The University of British Columbia 1995 — 1996
MA, Economics
McGill University 1992 — 1994
MBA, Finance
The University of British Columbia 1990 — 1992
MSc, Microbiology
The University of British Columbia 1986 — 1990
BSc, Microbiology
DataSquid Inc. September 2014 - Present
Nancy Wolf and Associates December 2013 - Present
Informa Investment Services Zephyr November 2010 - December 2013
Interactive Data Bondedge July 2009 - November 2010
Nancy Wolf and Associates 2007 - July 2009
Thomson Reuters May 2004 - 2007
Vestek Systems 1989 - 2004
BONY Irving Trust Company 1982 - 1989
Skills
Solution Selling, Sales Process, Sales Management, CRM, Coaching, Account Management, Sales, Salesforce.com, Training, SaaS, Analysis, Strategic Partnerships, New Business Development, Business Development, Program Management, Equities, Management, Asset Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
BA, Eclonomics
Labelmaster March 2011 - Present
B-Line, LLC March 2010 - March 2011
Volt Technical Resources March 2010 - March 2011
Siemens ITS June 2008 - June 2009
Microsoft June 2008 - June 2009
Quorum Review November 2007 - May 2008
Advisor Technology Services 1998 - 2005
Devonshire Technology 1998 - 1999
Vestek Systems 1984 - 1995
Skills
C#, ASP.NET, T-SQL, SharePoint, Microsoft SQL Server, XML, TFS, Web Services, Agile Methodologies, JavaScript, SDLC, VB.NET, CSS, Visual Studio, SSIS, .NET, Business Intelligence, Software Architectural..., Integration Testing, Integration, Database Design, BizTalk, Databases, REST, ADO.NET, Microsoft CRM, Software Development, Unit Testing, Entity Framework, ETL, Data Warehousing, Software Project...
Education
University of California, Berkeley 1975 — 1979
MPP, Public Policy
Brown University 1971 — 1975
AB, Economic
Rye High School 1967 — 1971
Regent's Diploma
Barclays Global Investors 2000 - 2008
BGI 2000 - 2008
Vestek Systems 1996 - 2000
Thomson Reuters 1996 - 2000
Prudential Investments 1995 - 1996
Brooklyn College 1994 - 1995
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Rutgers, The State University of New Jersey-Newark
PhD, Finance
Sonoma State University
BA, Finance
Thomson Financial 2001 - 2004
Vestek Systems 1997 - 2001
Xinet November 1996 - August 1997
Tribe Computer Works September 1994 - November 1996
Education
Saint Mary's College of California 1998 — 2002
MBA
Occidental College
Murray Street Vineyards March 2001 - Present
Berkeley Geo-Imagin February 2001 - Present
Vestek Systems June 1983 - June 1993
Wells Fargo Bank June 1969 - April 1983
Education
Stanford University
AB Degree, Economics
Universitry of California
MBA, Finance