Wentworth, Hauser and Violich
Industry: Company
DescriptionFounded: 1937 Parent organization: Laird Norton Financial Group, Inc. Subsidiary: Rivington Global Partners, LLC
Wentworth, Hauser and Violich List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wentworth, Hauser and Violich. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wentworth, Hauser and Violich Salaries. You can even request information on how much does Wentworth, Hauser and Violich pay if you want to. Learn about salaries, pros and cons of working for Wentworth, Hauser and Violich directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
18 Wentworth, Hauser and Violich employees in database. Find out everything there's to know about Wentworth, Hauser and Violich 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.
Wentworth, Hauser and Violich Employees
Employee
Years
Job
Industry
Andi Hawley Andi Hawley's Wentworth, Hauser and Violich Experience June 2006 - April 2008
Job Top Notch Executive & Office Coordinator
Industry Transportation/Trucking/Railroad
Experience
Kittelson & Associates, Inc. January 2012 - Present
Restaurants Unlimited January 2009 - April 2012
Dowling Associates, Inc February 2010 - January 2012
Silverstone Pictures, LLC January 2008 - December 2008
Corporate Ignition LLC August 2008 - September 2008
Velvet Crossing Marketing, LLC April 2008 - August 2008
Wentworth, Hauser and Violich June 2006 - April 2008
Froley Revy Investment Company August 2004 - March 2006
VM International January 2001 - August 2001
Skills
Microsoft Excel, Microsoft Word, Budget, Business Development, Microsoft Office, Administrative..., Outlook, Research, PowerPoint, Event Planning, Marketing, Fundraising, Event Management, Workshop Facilitation, Budgets, Social Media, Sales, Marketing Communications, New Business Development, Public Relations, Project Management, Time Management, Management, Leadership, Social Networking
Education
University of California, Los Angeles 2001 — 2004
BA, Geography, Political Science
Los Angeles Harbor College 1999 — 2001
IGETC, General
San Pedro High
Kittelson & Associates, Inc. January 2012 - Present
Restaurants Unlimited January 2009 - April 2012
Dowling Associates, Inc February 2010 - January 2012
Silverstone Pictures, LLC January 2008 - December 2008
Corporate Ignition LLC August 2008 - September 2008
Velvet Crossing Marketing, LLC April 2008 - August 2008
Wentworth, Hauser and Violich June 2006 - April 2008
Froley Revy Investment Company August 2004 - March 2006
VM International January 2001 - August 2001
Skills
Microsoft Excel, Microsoft Word, Budget, Business Development, Microsoft Office, Administrative..., Outlook, Research, PowerPoint, Event Planning, Marketing, Fundraising, Event Management, Workshop Facilitation, Budgets, Social Media, Sales, Marketing Communications, New Business Development, Public Relations, Project Management, Time Management, Management, Leadership, Social Networking
Education
University of California, Los Angeles 2001 — 2004
BA, Geography, Political Science
Los Angeles Harbor College 1999 — 2001
IGETC, General
San Pedro High
Britta Brown Britta Brown's Wentworth, Hauser and Violich Experience June 2011 - September 2011
Job Office Coordinator at Gunderson Dettmer
Industry Utilities
Experience
Gunderson Dettmer August 2014 - Present
Hinman & Carmichael LLP December 2012 - June 2013
Dechert LLP June 2012 - October 2012
Pacific Gas and Electric Company November 2011 - July 2012
Wentworth, Hauser and Violich June 2011 - September 2011
PAAMCO November 2009 - May 2011
The Garcia Law Firm September 2007 - May 2009
Skills
Asset Managment, Risk Management, Bloomberg, Equities, Investments, Due Diligence, Securities, Asset Management, Financial Analysis, Legal Research, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Legal Writing, Administrative..., Marketing, Microsoft Excel, Administrative..., PowerPoint
Education
University of California, Irvine 2002 — 2005
Bachelor of Arts, English, Comparative Literature
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2006
English and American Literature
Gunderson Dettmer August 2014 - Present
Hinman & Carmichael LLP December 2012 - June 2013
Dechert LLP June 2012 - October 2012
Pacific Gas and Electric Company November 2011 - July 2012
Wentworth, Hauser and Violich June 2011 - September 2011
PAAMCO November 2009 - May 2011
The Garcia Law Firm September 2007 - May 2009
Skills
Asset Managment, Risk Management, Bloomberg, Equities, Investments, Due Diligence, Securities, Asset Management, Financial Analysis, Legal Research, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Legal Writing, Administrative..., Marketing, Microsoft Excel, Administrative..., PowerPoint
Education
University of California, Irvine 2002 — 2005
Bachelor of Arts, English, Comparative Literature
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2006
English and American Literature
Diane D Garrett Diane D Garrett's Wentworth, Hauser and Violich Experience December 1991 - January 2012
Job Senior Administrative Assistant Aon Hewitt
Industry Executive Office
Experience
Aon June 2012 - Present
Wentworth, Hauser and Violich December 1991 - January 2012
American Red Cross Bay Area May 1991 - December 1991
Kraft Foods February 1975 - October 1990
Skills
Microsoft Office 2007, Microsoft Office 2010, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Docs, Microsoft CRM, Pitney Bowes Mailing..., PowerPoint, Direct Mail, Lync, Software, Administrative..., Marketing, Outlook, Office Administration, Project Planning, Office 2010, Microsoft Office, Proofreading, Teamwork, CRM, Calendars, Process Scheduler, Spreadsheets, Management, Finance, Office Management, Leadership, Event Planning, Time Management, Training, Adobe Acrobat, Budgets, Fundraising, Lotus Notes, Expenses, Administrative..., Analysis, Client Services, Investments
Education
College of San Mateo 1967 — 1969
Business Administration and Management, General
Skyline College, San Bruno, CA
Aon June 2012 - Present
Wentworth, Hauser and Violich December 1991 - January 2012
American Red Cross Bay Area May 1991 - December 1991
Kraft Foods February 1975 - October 1990
Skills
Microsoft Office 2007, Microsoft Office 2010, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Docs, Microsoft CRM, Pitney Bowes Mailing..., PowerPoint, Direct Mail, Lync, Software, Administrative..., Marketing, Outlook, Office Administration, Project Planning, Office 2010, Microsoft Office, Proofreading, Teamwork, CRM, Calendars, Process Scheduler, Spreadsheets, Management, Finance, Office Management, Leadership, Event Planning, Time Management, Training, Adobe Acrobat, Budgets, Fundraising, Lotus Notes, Expenses, Administrative..., Analysis, Client Services, Investments
Education
College of San Mateo 1967 — 1969
Business Administration and Management, General
Skyline College, San Bruno, CA
Patricia Edwards's Wentworth, Hauser and Violich Experience November 1999 - October 2008
Job Managing Director, Investments at The Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve at U.S. Bank 2013 - Present
Trutina Financial 2008 - 2013
CNBC 2009 - 2012
Wentworth, Hauser and Violich November 1999 - October 2008
Laird Norton Trust Company 1999 - 2003
Dynamic Capital Management 1997 - 1999
McKinley Capital Management 1997 - 1997
Smith Barney 1995 - 1997
Towle Johnson Associates 1992 - 1994
Parametric Portfolio Associates 1988 - 1992
Skills
Wealth Management..., Private Equity, Options, Insurance, Retirement Planning, Asset Allocation, Management, Financial Advisory, Investments, Wealth Management, Portfolio Management, Equities, Structured Products, Finance, Valuation, Fund Of Funds, Bonds, Securities, Estate Planning, Corporate Finance, Fixed Income, Equity Valuation, Investment Strategies, Equity Research, Capital Markets, Alternative Investments, Series 63, Hedging, Employee Benefits, Hedge Funds, Bloomberg, Derivatives, Financial Markets, Recruiting, Strategic Financial..., Asset Management, Series 7, Investment Management, Mutual Funds, Financial Modeling, High Net Worth..., Trading, Financial Analysis, Due Diligence, Risk Management, ETFs, Financial Services, Asset Managment, Investment Advisory, Research
Education
University of California, San Diego 1981 — 1985
BA, Economics
The Private Client Reserve at U.S. Bank 2013 - Present
Trutina Financial 2008 - 2013
CNBC 2009 - 2012
Wentworth, Hauser and Violich November 1999 - October 2008
Laird Norton Trust Company 1999 - 2003
Dynamic Capital Management 1997 - 1999
McKinley Capital Management 1997 - 1997
Smith Barney 1995 - 1997
Towle Johnson Associates 1992 - 1994
Parametric Portfolio Associates 1988 - 1992
Skills
Wealth Management..., Private Equity, Options, Insurance, Retirement Planning, Asset Allocation, Management, Financial Advisory, Investments, Wealth Management, Portfolio Management, Equities, Structured Products, Finance, Valuation, Fund Of Funds, Bonds, Securities, Estate Planning, Corporate Finance, Fixed Income, Equity Valuation, Investment Strategies, Equity Research, Capital Markets, Alternative Investments, Series 63, Hedging, Employee Benefits, Hedge Funds, Bloomberg, Derivatives, Financial Markets, Recruiting, Strategic Financial..., Asset Management, Series 7, Investment Management, Mutual Funds, Financial Modeling, High Net Worth..., Trading, Financial Analysis, Due Diligence, Risk Management, ETFs, Financial Services, Asset Managment, Investment Advisory, Research
Education
University of California, San Diego 1981 — 1985
BA, Economics
Jon Hearn Jon Hearn's Wentworth, Hauser and Violich Experience 2004 - 2006
Job Manager, Institutional Sales at Harding Loevner Management
Industry Investment Management
Experience
Harding Loevner Management July 2011 - Present
US Trust January 2011 - July 2011
Genesee Investments 2006 - 2010
Wentworth, Hauser and Violich 2004 - 2006
BMO Harris Private Banking 2002 - 2004
Russell Investments 2000 - 2002
Skills
Institutional Sales, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Investment Management, Capital Markets, Valuation, Derivatives, Wealth Management, Investment Advisory, Bonds, Investment Strategies, Estate Planning, Asset Allocation, Fund Of Funds, Private Equity, Series 7, Bloomberg, Asset Managment, ETFs, Financial Modeling, Financial Markets
Education
Arizona State University 1984 — 1986
BS, Economics
University of Oregon 1982 — 1984
Harding Loevner Management July 2011 - Present
US Trust January 2011 - July 2011
Genesee Investments 2006 - 2010
Wentworth, Hauser and Violich 2004 - 2006
BMO Harris Private Banking 2002 - 2004
Russell Investments 2000 - 2002
Skills
Institutional Sales, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Investment Management, Capital Markets, Valuation, Derivatives, Wealth Management, Investment Advisory, Bonds, Investment Strategies, Estate Planning, Asset Allocation, Fund Of Funds, Private Equity, Series 7, Bloomberg, Asset Managment, ETFs, Financial Modeling, Financial Markets
Education
Arizona State University 1984 — 1986
BS, Economics
University of Oregon 1982 — 1984
Jason McCrary, CFA Jason McCrary, CFA's Wentworth, Hauser and Violich Experience June 2002 - April 2005
Job Trust & Investment Services
Industry Investment Management
Experience
Columbia Bank March 2009 - Present
UBS Wealth Management June 2005 - February 2009
Wentworth, Hauser and Violich June 2002 - April 2005
Laird Norton June 1999 - June 2002
Skills
Portfolio Management, Investments, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Analysis, Loans, Risk Management, Retirement Planning, Banking, Financial Services, Estate Planning, Private Banking, Asset Allocation, Financial Modeling
Education
University of Washington 1995 — 1999
Bachelor of Science (B.S.), Economics
Olympic College 1993 — 1995
Associate of Arts and Sciences (A.A.S.)
Columbia Bank March 2009 - Present
UBS Wealth Management June 2005 - February 2009
Wentworth, Hauser and Violich June 2002 - April 2005
Laird Norton June 1999 - June 2002
Skills
Portfolio Management, Investments, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Analysis, Loans, Risk Management, Retirement Planning, Banking, Financial Services, Estate Planning, Private Banking, Asset Allocation, Financial Modeling
Education
University of Washington 1995 — 1999
Bachelor of Science (B.S.), Economics
Olympic College 1993 — 1995
Associate of Arts and Sciences (A.A.S.)
Earl Bell Earl Bell's Wentworth, Hauser and Violich Experience January 2003 - December 2008
Job Founder, Lead Instructor and Coach, Winning in Business Master Academy
Industry Executive Office
Experience
Winning in Business Master Academy April 2014 - Present
EARLBELL.com October 2011 - Present
Winning in Baseball and Business December 2012 - Present
NSA Northwest - Northwest Chapter of the National Speakers Association June 2014 - Present
4th Avenue Media October 2012 - Present
J Wilbur Foods March 2013 - Present
Leadership Eastside July 2007 - June 2014
vcfo - Washington November 2010 - September 2011
Wentworth, Hauser and Violich January 2003 - December 2008
Laird Norton Investment Management, Inc. January 2003 - December 2008
Skills
Mergers, Strategic Planning, Financial Analysis, Strategic Financial..., Board Advisory Services, Advisory Boards, Strategy, Business Strategy, Change Management, Corporate Development, Business Advisory, Budgets, Leadership, Risk Management, Accounting, Financial Reporting, Business Development..., Business Development, Growth Management, Team Building, Public Speaking, Financial Modeling, Finance, Forecasting, Analysis, Management Consulting, Organizational..., Entrepreneurship, Process Improvement, Cash Management, Business Planning, Management, Engaging Public Speaker, Exceptional public..., Executive Coaching, Executive Management, Leadership Development, Mergers & Acquisitions, Nonprofits, Cross-functional Team..., Training, Consulting, Coaching, Small Business, Workshop Facilitation, Start-ups, Human Resources, Organizational..., Motivational Speaking
Education
Seattle University 1981 — 1985
BA, Accounting
Winning in Business Master Academy April 2014 - Present
EARLBELL.com October 2011 - Present
Winning in Baseball and Business December 2012 - Present
NSA Northwest - Northwest Chapter of the National Speakers Association June 2014 - Present
4th Avenue Media October 2012 - Present
J Wilbur Foods March 2013 - Present
Leadership Eastside July 2007 - June 2014
vcfo - Washington November 2010 - September 2011
Wentworth, Hauser and Violich January 2003 - December 2008
Laird Norton Investment Management, Inc. January 2003 - December 2008
Skills
Mergers, Strategic Planning, Financial Analysis, Strategic Financial..., Board Advisory Services, Advisory Boards, Strategy, Business Strategy, Change Management, Corporate Development, Business Advisory, Budgets, Leadership, Risk Management, Accounting, Financial Reporting, Business Development..., Business Development, Growth Management, Team Building, Public Speaking, Financial Modeling, Finance, Forecasting, Analysis, Management Consulting, Organizational..., Entrepreneurship, Process Improvement, Cash Management, Business Planning, Management, Engaging Public Speaker, Exceptional public..., Executive Coaching, Executive Management, Leadership Development, Mergers & Acquisitions, Nonprofits, Cross-functional Team..., Training, Consulting, Coaching, Small Business, Workshop Facilitation, Start-ups, Human Resources, Organizational..., Motivational Speaking
Education
Seattle University 1981 — 1985
BA, Accounting
Erika Liljefelt Erika Liljefelt's Wentworth, Hauser and Violich Experience October 2000 - April 2003
Job Technology Finance Partners: Improving the way technology is valued, priced and sold
Industry Information Technology and Services
Experience
Technology Finance Partners April 2014 - Present
Federal Reserve Bank of San Francisco July 2013 - November 2013
Sequoia Heritage July 2011 - October 2012
BART February 2011 - June 2011
IndustryUptime, Inc. March 2005 - August 2008
Wentworth, Hauser and Violich October 2000 - April 2003
Skills
PowerPoint, Research, Outlook, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Administrative..., Office Management, QuickBooks, Customer Service, Social Media, Time Management, Editing, Social Networking
Education
University of California, Berkeley 2008 — 2011
BA, English Literature
Solano Community College 2006 — 2008
Engish literature and psychology
Technology Finance Partners April 2014 - Present
Federal Reserve Bank of San Francisco July 2013 - November 2013
Sequoia Heritage July 2011 - October 2012
BART February 2011 - June 2011
IndustryUptime, Inc. March 2005 - August 2008
Wentworth, Hauser and Violich October 2000 - April 2003
Skills
PowerPoint, Research, Outlook, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Administrative..., Office Management, QuickBooks, Customer Service, Social Media, Time Management, Editing, Social Networking
Education
University of California, Berkeley 2008 — 2011
BA, English Literature
Solano Community College 2006 — 2008
Engish literature and psychology
Remy Davenport's Wentworth, Hauser and Violich Experience August 2011 - September 2011
Job National Account Manager at Coyote Logistics
Industry Logistics and Supply Chain
Experience
Coyote Logistics March 2012 - Present
Trulia September 2011 - January 2012
Wentworth, Hauser and Violich August 2011 - September 2011
Bay Marketing and Advertising May 2011 - July 2011
The Counter May 2010 - August 2010
Roast Haus April 2004 - December 2009
California Rice Oil June 2009 - August 2009
Gabrielle Giffords Re-election Team September 2008 - December 2008
Skills
Cold Calling, Salesforce.com, Sales Process, Customer Service, Sales, Marketing, Social Media, Social Media Marketing, Social Networking, Account Management, Facebook, Leadership
Education
University of Arizona 2007 — 2013
Bachelor of Science, Business Administration; Business Management
University of Arizona, Eller College of Management 2007 — 2011
Business Management, Business
Coyote Logistics March 2012 - Present
Trulia September 2011 - January 2012
Wentworth, Hauser and Violich August 2011 - September 2011
Bay Marketing and Advertising May 2011 - July 2011
The Counter May 2010 - August 2010
Roast Haus April 2004 - December 2009
California Rice Oil June 2009 - August 2009
Gabrielle Giffords Re-election Team September 2008 - December 2008
Skills
Cold Calling, Salesforce.com, Sales Process, Customer Service, Sales, Marketing, Social Media, Social Media Marketing, Social Networking, Account Management, Facebook, Leadership
Education
University of Arizona 2007 — 2013
Bachelor of Science, Business Administration; Business Management
University of Arizona, Eller College of Management 2007 — 2011
Business Management, Business
Budd Colby Budd Colby's Wentworth, Hauser and Violich Experience January 2005 - December 2012
Job Board of Directors at Wentworth, Hauser and Violich
Industry Biotechnology
Experience
Colby Biomedical Ventures January 1991 - Present
National Multiple Sclerosis Society 2010 - 2013
National Multiple Sclerosis Society 2007 - Present
Northern California Chapter of the National Multiple Sclerosis Society 2005 - 2013
National Center for Equine Facilitated Therapy February 1996 - Present
Bodega Bay Marine Sciences September 2008 - Present
Wentworth, Hauser and Violich January 2005 - December 2012
National Center for Equine Facilitated Therapy 1995 - 2011
Metabolex 1992 - 1995
Skills
Product Development, Venture Capital, Team Building, Budgets, Executive Management, Diabetes, Negotiation, Intellectual Property, Laboratory, Teaching
Education
University of California, San Diego 1969 — 1970
Senior Postdoctoral Fellow, Cell Biology and Virology
University of California, Berkeley 1967 — 1969
Postdoctoral Fellow, Cell Biology and Virology
University of Kentucky 1963 — 1966
Ph. D., Biochemistry and Genetics
Colby Biomedical Ventures January 1991 - Present
National Multiple Sclerosis Society 2010 - 2013
National Multiple Sclerosis Society 2007 - Present
Northern California Chapter of the National Multiple Sclerosis Society 2005 - 2013
National Center for Equine Facilitated Therapy February 1996 - Present
Bodega Bay Marine Sciences September 2008 - Present
Wentworth, Hauser and Violich January 2005 - December 2012
National Center for Equine Facilitated Therapy 1995 - 2011
Metabolex 1992 - 1995
Skills
Product Development, Venture Capital, Team Building, Budgets, Executive Management, Diabetes, Negotiation, Intellectual Property, Laboratory, Teaching
Education
University of California, San Diego 1969 — 1970
Senior Postdoctoral Fellow, Cell Biology and Virology
University of California, Berkeley 1967 — 1969
Postdoctoral Fellow, Cell Biology and Virology
University of Kentucky 1963 — 1966
Ph. D., Biochemistry and Genetics
Stephen Shea's Wentworth, Hauser and Violich Experience January 2000 - January 2004
Job Managing Partner at VII Peaks Capital, LLC.
Industry Financial Services
Experience
VII Peaks Capital, LLC. August 2009 - Present
Fidelity Investments March 2005 - April 2007
Wentworth, Hauser and Violich January 2000 - January 2004
Skills
Portfolio Management, Investments, Bloomberg, Hedge Funds, Investment Strategies, Financial Analysis, Asset Allocation, Fixed Income, Capital Markets, Mergers, Strategic Financial..., New Business Development, Strategic Planning, Asset Managment, Business Development, Derivatives, Entrepreneurship, Restructuring, Venture Development, Start-up Consulting, Private Equity, Venture Capital, Platform Integration, Public Speaking, Mergers & Acquisitions, Alternative Investments, Management, Trading, Valuation
Education
Saint Mary's College of California 1996 — 1998
Business, Finance, Economics
De La Salle High School. 1995 — 1998
PhD, Point Guard.
VII Peaks Capital, LLC. August 2009 - Present
Fidelity Investments March 2005 - April 2007
Wentworth, Hauser and Violich January 2000 - January 2004
Skills
Portfolio Management, Investments, Bloomberg, Hedge Funds, Investment Strategies, Financial Analysis, Asset Allocation, Fixed Income, Capital Markets, Mergers, Strategic Financial..., New Business Development, Strategic Planning, Asset Managment, Business Development, Derivatives, Entrepreneurship, Restructuring, Venture Development, Start-up Consulting, Private Equity, Venture Capital, Platform Integration, Public Speaking, Mergers & Acquisitions, Alternative Investments, Management, Trading, Valuation
Education
Saint Mary's College of California 1996 — 1998
Business, Finance, Economics
De La Salle High School. 1995 — 1998
PhD, Point Guard.
Tracy Shafer's Wentworth, Hauser and Violich Experience July 2004 - October 2007
Job Administrative Professional and Yoga Instructor
Industry Financial Services
Experience
LA Fitness August 2015 - Present
Moss Adams Wealth Advisors LLC August 2014 - Present
NeoYogi LLC 2013 - Present
Chronos Security Services, LLC September 2003 - Present
K&L Gates January 2011 - August 2014
Woodland Park Zoo February 2010 - January 2011
The T(ea) Gallery May 2006 - February 2010
Wentworth, Hauser and Violich July 2004 - October 2007
Calvert Investments October 1997 - May 2003
Skills
Project Management, Team Building, Fundraising, Non-profits, Event Planning, Microsoft Office, Customer Service, Community Outreach, Outlook, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Administration, Nonprofits, Human Resources, Social Media, Grant Writing, Management, Strategic Planning, Government
Education
Montgomery College 2002 — 2003
Business / Paralegal Studies
LA Fitness August 2015 - Present
Moss Adams Wealth Advisors LLC August 2014 - Present
NeoYogi LLC 2013 - Present
Chronos Security Services, LLC September 2003 - Present
K&L Gates January 2011 - August 2014
Woodland Park Zoo February 2010 - January 2011
The T(ea) Gallery May 2006 - February 2010
Wentworth, Hauser and Violich July 2004 - October 2007
Calvert Investments October 1997 - May 2003
Skills
Project Management, Team Building, Fundraising, Non-profits, Event Planning, Microsoft Office, Customer Service, Community Outreach, Outlook, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Administration, Nonprofits, Human Resources, Social Media, Grant Writing, Management, Strategic Planning, Government
Education
Montgomery College 2002 — 2003
Business / Paralegal Studies
Jon Hearn's Wentworth, Hauser and Violich Experience 2004 - 2006
Job Investment Sales
Industry Investment Management
Experience
Genesee Investments June 2006 - August 2010
Wentworth Hauser and Violich 2004 - 2006
Education
Arizona State University 1982 — 1985
BS, Economics
Genesee Investments June 2006 - August 2010
Wentworth Hauser and Violich 2004 - 2006
Education
Arizona State University 1982 — 1985
BS, Economics
Dan Herron's Wentworth, Hauser and Violich Experience 2008 - 2009
Job CPA Candidate
Industry Health, Wellness and Fitness
Experience
Wacker Wealth Partners November 2014 - Present
Fit Factory Gear July 2014 - Present
California Polytechnic State University April 2014 - June 2015
Running Warehouse June 2013 - March 2014
St Mary's College of California April 2011 - December 2012
WHV Investment Management September 2008 - June 2012
Wentworth, Hauser and Violich 2008 - 2009
SNL Kagan June 2008 - September 2008
The Thom Group January 2005 - June 2006
Skills
PowerPoint, Microsoft Excel, Eviews, Microsoft Word, Advent, Financial Analysis, Databases, Competitive Analysis, Company Valuation, Investment Strategies, Business Strategy, Leadership, Business Development, Insurance, New Business Development, Start-ups, Operations Management, Finance, Management, Microsoft Office, Social Media
Education
California Polytechnic State University-San Luis Obispo 2014 — 2015
Accounting
St. Mary's College of California 2011 — 2012
MBA, Finance
California Polytechnic State University-San Luis Obispo 2003 — 2007
Economics, Finance
Wacker Wealth Partners November 2014 - Present
Fit Factory Gear July 2014 - Present
California Polytechnic State University April 2014 - June 2015
Running Warehouse June 2013 - March 2014
St Mary's College of California April 2011 - December 2012
WHV Investment Management September 2008 - June 2012
Wentworth, Hauser and Violich 2008 - 2009
SNL Kagan June 2008 - September 2008
The Thom Group January 2005 - June 2006
Skills
PowerPoint, Microsoft Excel, Eviews, Microsoft Word, Advent, Financial Analysis, Databases, Competitive Analysis, Company Valuation, Investment Strategies, Business Strategy, Leadership, Business Development, Insurance, New Business Development, Start-ups, Operations Management, Finance, Management, Microsoft Office, Social Media
Education
California Polytechnic State University-San Luis Obispo 2014 — 2015
Accounting
St. Mary's College of California 2011 — 2012
MBA, Finance
California Polytechnic State University-San Luis Obispo 2003 — 2007
Economics, Finance
Crystal Kwok, CFA's Wentworth, Hauser and Violich Experience November 2011 - March 2013
Job VP, Senior Institutional Sales Representative, Federated Investors
Industry Investment Management
Experience
Federated Investors July 2014 - Present
Wentworth, Hauser and Violich November 2011 - March 2013
Virtus Investment Partners March 2007 - October 2011
Barclays Global Investors April 2005 - March 2007
Fuller & Thaler Asset Managment December 1997 - August 2004
Skills
Asset Allocation, Asset Managment, Business Development, Investments, Asset Management, Portfolio Management, Equities, Finance, Investment Strategies, Alternative Investments, Relationship Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Fixed Income
Education
University of California, Berkeley
MBA, Finance
University of California, Berkeley
BS, Finance
Federated Investors July 2014 - Present
Wentworth, Hauser and Violich November 2011 - March 2013
Virtus Investment Partners March 2007 - October 2011
Barclays Global Investors April 2005 - March 2007
Fuller & Thaler Asset Managment December 1997 - August 2004
Skills
Asset Allocation, Asset Managment, Business Development, Investments, Asset Management, Portfolio Management, Equities, Finance, Investment Strategies, Alternative Investments, Relationship Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Fixed Income
Education
University of California, Berkeley
MBA, Finance
University of California, Berkeley
BS, Finance
Alex Lilles's Wentworth, Hauser and Violich Experience November 1999 - April 2013
Job portfolio manager at Wentworth, Hauser and Violich
Industry Investment Management
Experience
Wentworth, Hauser and Violich November 1999 - April 2013
Education
Washington State University 1992 — 1996
Bachelor of Arts (B.A.), Communications (emphasis journalism)
University of Adelaide
Wentworth, Hauser and Violich November 1999 - April 2013
Education
Washington State University 1992 — 1996
Bachelor of Arts (B.A.), Communications (emphasis journalism)
University of Adelaide
Jeffrey Roylance's Wentworth, Hauser and Violich Experience April 1995 - January 2003
Job Consultant
Industry Financial Services
Experience
Summit Capital Advisors, Inc. March 2003 - Present
Wentworth, Hauser and Violich April 1995 - January 2003
Education
Columbia University in the City of New York 1981 — 1985
BS/BA, Chemical Engineering/Liberal Arts
Summit Capital Advisors, Inc. March 2003 - Present
Wentworth, Hauser and Violich April 1995 - January 2003
Education
Columbia University in the City of New York 1981 — 1985
BS/BA, Chemical Engineering/Liberal Arts
Amy Francisco's Wentworth, Hauser and Violich Experience February 2003 - July 2004
Job
Industry Investment Management
Experience
RS Investments May 2008 - June 2015
Goldman Sachs January 2005 - April 2008
Fremont Investment Advisors July 2004 - January 2005
Wentworth Hauser and Violich February 2003 - July 2004
Montgomery Asset Management August 1998 - February 2003
NASD Regulation, Inc. February 1992 - August 1998
Skills
Asset Management, Hedge Funds, Equities, Investments, Financial Analysis, Accounts Payable, Microsoft Excel, Bloomberg, Capital Markets, Mutual Funds, Microsoft Word, Management, Fixed Income, Finance
Education
City College of San Francisco
Associate's degree, Word Processing
RS Investments May 2008 - June 2015
Goldman Sachs January 2005 - April 2008
Fremont Investment Advisors July 2004 - January 2005
Wentworth Hauser and Violich February 2003 - July 2004
Montgomery Asset Management August 1998 - February 2003
NASD Regulation, Inc. February 1992 - August 1998
Skills
Asset Management, Hedge Funds, Equities, Investments, Financial Analysis, Accounts Payable, Microsoft Excel, Bloomberg, Capital Markets, Mutual Funds, Microsoft Word, Management, Fixed Income, Finance
Education
City College of San Francisco
Associate's degree, Word Processing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY