West Coast Asset Management

Description

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

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West Coast Asset Management Employees

Employee
Years
Job
Industry
Dave Naylor Dave Naylor Greater Los Angeles Area Details
Dave Naylor's West Coast Asset Management Experience April 2007 - March 2010
Job Founder and CEO SoundHaven Capital Management
Industry Investment Management
Experience
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

Kristin Carralejo Kristin Carralejo Santa Barbara, California Details
Kristin Carralejo's West Coast Asset Management Experience February 2014 - March 2015
Job Business Operations Manager at StonePark Capital
Industry Financial Services
Experience
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

John Desmond John Desmond San Francisco, California Details
John Desmond's West Coast Asset Management Experience January 2011 - July 2011
Job Commodities Business Development at Bloomberg LP
Industry Financial Services
Experience
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

Lindsay Coss Lindsay Coss San Francisco Bay Area Details
Lindsay Coss's West Coast Asset Management Experience October 2009 - February 2010
Job Account Manager/ Business Development at Bloomberg LP
Industry Financial Services
Experience
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

Billy Grokenberger Billy Grokenberger Santa Barbara, California Area Details
Billy Grokenberger's West Coast Asset Management Experience June 2011 - August 2011
Job Strategic Partnerships at FindTheBest We're hiring!
Industry Financial Services
Experience
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

Jen Lord Jen Lord Ventura, California Details
Jen Lord's West Coast Asset Management Experience November 2012 - March 2014
Job Sales Coordinator/Executive Assistant at Synectics USA
Industry Executive Office
Experience
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

Kathryn Vroom, CPA Kathryn Vroom, CPA San Francisco Bay Area Details
Kathryn Vroom, CPA's West Coast Asset Management Experience September 2008 - October 2010
Job Freestyle Capital
Industry Financial Services
Experience
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

Andrew Firestone Andrew Firestone Santa Barbara, California Details
Andrew Firestone's West Coast Asset Management Experience March 2010 - July 2014
Job Founder/Principal at StonePark Capital
Industry Hospitality
Experience
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

Brian Harris, CFA Brian Harris, CFA Ventura, California Details
Brian Harris, CFA's West Coast Asset Management Experience August 2006 - April 2010
Job Mortgage Consultant at Capital Mortgage Services, Wealth Manager at Old Oak Wealth Management
Industry Financial Services
Experience
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

Dean Zatkowsky Dean Zatkowsky Greater Los Angeles Area Details
Dean Zatkowsky's West Coast Asset Management Experience September 2005 - September 2007
Job Communications Manager at Orfalea Foundation
Industry Marketing and Advertising
Experience
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

Jack Sanford Jack Sanford San Francisco, California Details
Jack Sanford's West Coast Asset Management Experience June 2012 - August 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Banking
Experience
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

Jess Parker Jess Parker Santa Barbara, California Area Details
Jess Parker's West Coast Asset Management Experience 2008 - July 2014
Job Founder/Principal at StonePark Capital
Industry Financial Services
Experience
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

Hanna Grokenberger Hanna Grokenberger Santa Barbara, California Details
Hanna Grokenberger's West Coast Asset Management Experience May 2012 - August 2012
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
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

Kyle Warren Kyle Warren San Francisco, California Details
Kyle Warren's West Coast Asset Management Experience May 2006 - August 2006
Job Engineerist
Industry Computer Software
Experience
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

Ben Claremon Ben Claremon Greater Los Angeles Area Details
Ben Claremon's West Coast Asset Management Experience June 2010 - July 2011
Job Securities Analyst at Cove Street Capital
Industry Investment Management
Experience
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

Lindsay Leonard Lindsay Leonard Santa Barbara, California Area Details
Lindsay Leonard's West Coast Asset Management Experience September 2007 - June 2008
Job Owner and Founder, Santa Barbara Fiduciary
Industry Consumer Services
Experience
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

Mary Dwyer Mary Dwyer San Diego, California Details
Mary Dwyer's West Coast Asset Management Experience May 2009 - August 2009
Job Research Associate at Brandes Investment Partners
Industry Investment Management
Experience
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

Brett Lowe Brett Lowe United States Details
Brett Lowe's West Coast Asset Management Experience June 2007 - August 2007
Job Associate at Milbank, Tweed, Hadley & McCloy LLP
Industry
Experience
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