West Coast Asset Management
Address: 1205 Coast Village Rd, Santa Barbara, CA 93108 Phone: (805) 653-5333Category: : Hours: Place name: : : : : Website: : Website: https://www.pacbiztimes.com/2014/10/17/lucia-aquires-wcam-office-key-staff/ Category: Property management company 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. · Own this business?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 West Coast Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
West Coast Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at West Coast Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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19 West Coast Asset Management employees in database. Find out everything there's to know about West Coast Asset Management 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.
West Coast Asset Management Employees
SoundHaven Capital Management January 2012 - Present
Variant Capital LP April 2010 - March 2012
West Coast Asset Management April 2007 - March 2010
Bank of America 1996 - 2007
Dow Jones July 1994 - July 1996
UBS June 1989 - July 1994
Education
North Carolina State University 1985 — 1989
Roger ludlowe
StonePark Capital August 2014 - Present
West Coast Asset Management February 2014 - March 2015
International Lease Finance Corporation January 2011 - September 2013
Arthur W. Carlson, APLC May 2008 - May 2010
Stathis & Lishman, Inc. January 2008 - April 2010
Skills
Management, Financial Analysis, Contract Negotiation, PowerPoint, Microsoft Word, Legal Writing, Corporate Governance, Outlook, Microsoft Office, Project Management
Education
University of California, Santa Barbara 2006 — 2009
Bachelor of Arts (BA), Political Science
Bloomberg LP July 2014 - Present
Bloomberg LP March 2013 - Present
Bloomberg July 2011 - February 2013
West Coast Asset Management January 2011 - July 2011
Harvey & Company LLC June 2010 - August 2010
Go Sportn Inc. May 2008 - December 2009
Office of Congressman John Campbell January 2009 - May 2009
Skills
Financial Modeling, Private Equity, Mergers, Portfolio Management, Bloomberg
Education
Pepperdine University 2007 — 2011
Bachelor of Arts, Economics
Georgetown Preparatory School 2003 — 2007
Bloomberg LP July 2010 - Present
Bloomberg LP August 2011 - June 2012
Bloomberg LP July 2010 - August 2011
Brown & Brown Insurance Santa Barbara June 2009 - March 2010
West Coast Asset Management October 2009 - February 2010
UCSB Foundation April 2008 - May 2009
KCM Investment Advisors June 2007 - July 2007
Skills
Bloomberg Terminal, Fixed Income, Excel, Commodities, Client Service, Public Speaking, German, Spanish, Microsoft Excel, Bloomberg, Portfolio Management, Business Development, Investments, New Business Development, Sales, Client Services, Management, Hedge Funds
Education
University of California, Santa Barbara 2006 — 2010
BA
Freie Universität Berlin 2008 — 2008
Sir Francis Drake High School 2002 — 2006
Graphiq Inc. July 2014 - Present
Consolidated Trading July 2013 - May 2014
Merrill Lynch June 2012 - August 2012
Mogul Advisory Group June 2011 - April 2012
West Coast Asset Management June 2011 - August 2011
Skills
Data Analysis, Financial Analysis, PowerPoint, Microsoft Excel, Research, Investments, Microsoft Office, Market Research, Trading, Social Media, Event Management, Editing, Salesforce.com, Marketing, Engaging Content, Content Marketing, Editorial Product..., SEO, Data Visualizations, Social Networking
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance, Marketing
Synectics USA May 2014 - Present
West Coast Asset Management November 2012 - March 2014
Colorado Ready Mixed Concrete Association (CRMCA) July 2008 - January 2012
Greystar April 2007 - May 2008
AMLI Residential April 2002 - April 2007
Primedia December 1999 - April 2002
Skills
Event Planning, Hiring, Training & Development, Accounts Payable, Accounts Receivable, Scheduling, Supervision, Customer Relations, Vendor Relations, Database Management, Bookkeeping, Contract Management, Marketing Communications, Customer Service, Process Scheduler, Database Admin, Operations Management, Time Management, Management, Human Resources, Marketing, Office Management, Contract Negotiation, Software Documentation
Education
Marian College 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Pike High School 1994 — 1998
High School Diploma
Freestyle Capital January 2012 - Present
Hospice of Santa Barbara March 2007 - Present
Rothstein Kass October 2010 - January 2012
West Coast Asset Management September 2008 - October 2010
Balance Financial Management June 2009 - September 2010
Skills
GAAP, Accounting, Financial Accounting, Internal Controls, Auditing, Account Reconciliation, CPA, Finance, Financial Statements, SEC filings, Tax, Financial Analysis, Financial Reporting, Hedge Funds, SEC Filings
Education
UCSD Rady School of Management 2012 — 2015
Master of Business Administration (MBA), MBA Class of 2015
University of California, Santa Barbara 2004 — 2008
Bachelor's, Economics, Accounting, Spanish
StonePark Capital August 2014 - Present
West Coast Asset Management March 2010 - July 2014
Ty Warner Hotels & Resorts January 2008 - March 2010
Firestone Family Estates April 2003 - December 2007
Skills
Portfolio Management, Investments, Event Planning, Alternative Investments, Equities, Asset Management, Series 7, Capital Markets, Fixed Income, Real Estate, Hedge Funds, Entrepreneurship, Public Relations, Mutual Funds, Mergers & Acquisitions, Marketing Communications, Budgets, Team Building, Enterprise Software, Wealth Management, Marketing Strategy
Education
University of San Diego 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Capital Mortgage Services November 2013 - Present
Old Oak Wealth Management June 2013 - Present
Variant Capital April 2010 - October 2012
West Coast Asset Management August 2006 - April 2010
A&M Investment Management October 2001 - August 2006
LPL Financial April 2000 - October 2001
Casey Securities June 1999 - December 1999
Skills
Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Wealth Management, Equity Trading, Investment Valuation, Investment Properties, Chartered Financial..., Real Estate Investor, Investment Research, Investment Selection, capital iq, Excel models, Money Management, CFA Charterholder, Loan Origination, Jumbo Loans, Refinance, Reverse Mortgages
Education
University of California, Santa Barbara 1995 — 2000
Bachelors, Business-Economics
Ventura High School 1991 — 1995
General
Orfalea Foundation March 2012 - Present
Dizzy One Ventures LLC September 2007 - Present
West Coast Asset Management September 2005 - September 2007
DataProse November 2000 - September 2005
Kinko's September 1998 - December 1999
Kinko's Western Division April 1997 - August 1998
Kinko's Northwest May 1988 - March 1997
Kinko's Service Corporation March 1986 - April 1988
Skills
Direct Marketing, Sales Management, Salesforce.com, Program Management, Newsletters, PPC, Marketing, Advertising, Team Building, Publishing, Customer Retention, Public Relations, Marketing Management, SEO, Brand Development, Marketing Strategy, Entrepreneurship, Customer Service, Leadership, Blogging, Sales, Time Management, Email Marketing, Management, Retail, Direct Mail, Nonprofits, Cross-functional Team..., Merchandising, Strategic Planning
Education
University of California, Santa Barbara 1976 — 1980
Bachelor's degree, Communication Studies
Morgan Stanley June 2015 - Present
Berkeley Investment Group May 2013 - May 2015
UC Berkeley Haas School of Business August 2011 - May 2015
Morgan Stanley June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
West Coast Asset Management June 2012 - August 2012
JonesTrading May 2010 - July 2010
Skills
Equities, Tennis, Investments, Bloomberg Terminal, Trading, Public Speaking, Critical Thinking, Equity Research, Leadership, Microsoft Excel, Financial Modeling, Financial Analysis, Financial Accounting, Sales, BlackRock Aladdin, Bloomberg, Economics
Education
UC Berkeley 2011 — 2015
Oaks Christian High School 2007 — 2011
StonePark Capital August 2014 - Present
Coursebase March 2011 - Present
Hutton-Parker Foundation 2008 - Present
West Coast Asset Management 2008 - July 2014
West Coast Asset Management 2006 - 2008
Skills
Corporate Finance, Investments, Quantitative Finance, Venture Capital, Investment Banking, Alternative Investments, Portfolio Management, Wealth Management, Business Strategy, Strategy, Mergers & Acquisitions, Mutual Funds, Due Diligence, Entrepreneurship, Investment Management, Hedge Funds, Start-ups, Business Valuation, Equity Research, Valuation, Private Equity, Financial Modeling
Education
University of Pennsylvania 2000 — 2004
B.A., Economics
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
West Coast Asset Management May 2012 - August 2012
Commerce Capital Group June 2011 - August 2011
Grokenberger & Smith November 2008 - August 2010
Education
Duke University 2010 — 2014
Psychology and Economics
Mixpanel August 2013 - Present
Timehop April 2012 - December 2012
Zynga May 2009 - April 2012
Public Display January 2009 - May 2009
GoVoteAbsentee May 2008 - September 2008
West Coast Asset Management May 2006 - August 2006
Skills
Swift, JavaScript, Ruby on Rails, Web Applications, PHP, pizza, LAMP, Web Development, stuff, Photoshop, Jazz Dance, Coffee, Front-end, Ruby, Git, Dance, Badboy
Education
Brown University 2004 — 2008
B.A., Computer Science
Cove Street Capital July 2011 - Present
West Coast Asset Management June 2010 - July 2011
Right Wall Capital January 2009 - August 2009
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Masters in Business Administration, Investment Management
University of Pennsylvania - The Wharton School 1999 — 2003
B.S. in Economics, Real Estate
Santa Barbara Fiduciary January 2009 - Present
Dunvegan Associates April 2009 - February 2010
West Coast Asset Management September 2007 - June 2008
Genitope December 2004 - July 2005
IntegriGen 2003 - 2004
Skills
Investments, Equity Research, Equities, Industry Analysis, Valuation, Research, Analysis, Data Analysis, Budgeting, Healthcare, Business Strategy, Biotechnology, Budgets, Management, Strategic Planning, Contract Negotiation, Customer Service, Entrepreneurship, Start-ups, Business Planning, Negotiation, Market Research, Marketing, Strategy, Competitive Analysis, Team Building, Portfolio Management, Finance, Business Development, Small Business
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Science, Biological Sciences (Molecular, Cellular and Develomental Biology)
Women's Economic Ventures
Brandes Investment Partners May 2011 - July 2015
Goldman Sachs June 2010 - September 2010
West Coast Asset Management May 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Valuation, Excel, Asset Management, Financial Analysis, Factset, Telecommunication..., Consumer Products, Report Writing, Equity Valuation, Bloomberg Terminal, Value Investing, Equity Research, Equities, Microsoft Excel, Investment Management, Investments, Data Analysis
Education
Cass Business School 2010 — 2011
Finance
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science, Finance and International Business
Milbank, Tweed, Hadley & McCloy LLP October 2012 - Present
Milbank, Tweed, Hadley & McCloy LLP May 2011 - August 2011
Jefferies & Company July 2008 - December 2008
West Coast Asset Management June 2007 - August 2007
Education
University of Virginia School of Law 2009 — 2012
J.D., Law
Dartmouth College 2004 — 2008
B.A., Government