William O'Neil + Co. Inc.
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William O'Neil + Co. Inc. Employees
Employee
Years
Job
Industry
Helene Smith Helene Smith's William O'Neil + Co. Inc. Experience
Job Senior Equity Analyst at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc.
Skills
Valuation, Equities, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Analysis, Financial Analysis, Data Analysis, Capital Markets, Bloomberg
Education
University of Oregon 1992 — 1996
Master of Business Administration (M.B.A.)
The College of Idaho 1989 — 1991
Bachelor of Arts (BA), Economics and Business Administration
William O'Neil + Co. Inc.
Skills
Valuation, Equities, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Analysis, Financial Analysis, Data Analysis, Capital Markets, Bloomberg
Education
University of Oregon 1992 — 1996
Master of Business Administration (M.B.A.)
The College of Idaho 1989 — 1991
Bachelor of Arts (BA), Economics and Business Administration
Haley Ekiss Haley Ekiss's William O'Neil + Co. Inc. Experience July 2015 - Present
Job Software QA Analyst at William O'Neil + Co. Inc.
Industry Information Technology and Services
Experience
William O'Neil + Co. Inc. July 2015 - Present
New York Life Insurance Company July 2014 - August 2014
UCLA Panhellenic Council January 2013 - December 2013
Silicon Valley Oral & Maxillofacial Surgery June 2012 - September 2012
Frost Cupcake Factory July 2011 - September 2011
Del Mar High School August 2010 - June 2011
California Scholarship Federation August 2010 - June 2011
Skills
Java, C++, Programming, Eclipse, Visual Studio, Social Networking, Customer Relations, Project Management, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Teamwork
Education
University of California, Los Angeles 2011 — 2015
BS, Mathematics, Specialization in Computing
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Mathematics
William O'Neil + Co. Inc. July 2015 - Present
New York Life Insurance Company July 2014 - August 2014
UCLA Panhellenic Council January 2013 - December 2013
Silicon Valley Oral & Maxillofacial Surgery June 2012 - September 2012
Frost Cupcake Factory July 2011 - September 2011
Del Mar High School August 2010 - June 2011
California Scholarship Federation August 2010 - June 2011
Skills
Java, C++, Programming, Eclipse, Visual Studio, Social Networking, Customer Relations, Project Management, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Teamwork
Education
University of California, Los Angeles 2011 — 2015
BS, Mathematics, Specialization in Computing
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Mathematics
Joe Valiente Joe Valiente's William O'Neil + Co. Inc. Experience 2000 - 2005
Job Owner at Graphic Spider
Industry Plastics
Experience
Graphic Spider January 2000 - Present
Custom Acrylic Fabrication January 2000 - Present
William O'Neil + Co. Inc. 2000 - 2005
Skills
Acrylic, Glass, Wood, CNC, Graphic Design, sand carving, laseer cutting, Cutting, Cnc, Carving, Graphics, Creative Direction, Polycarbonate, Brand Development, Illustrator, Packaging, Molding, Design Thinking, Illustration, Industrial Design, 3D, Screen Printing, Woodworking, Product Design, InDesign, Concept Design, Metal Fabrication, Materials, Manufacturing, Corporate Identity, Corporate Branding, Art Direction, Plastics, Vector Illustration, Exhibit Design, Branding & Identity, Engraving, Logo Design, Adobe Creative Suite, Trade Shows, Furniture, Experience Design, Signs, Concept Development, Toys, Rapid Prototyping, Design Strategy, Banners, Layout, Sketching
Education
Otis College of Art and Design 2000 — 2005
Art Institute of Colorado 1990 — 1992
AA, Visual Communications
Graphic Spider January 2000 - Present
Custom Acrylic Fabrication January 2000 - Present
William O'Neil + Co. Inc. 2000 - 2005
Skills
Acrylic, Glass, Wood, CNC, Graphic Design, sand carving, laseer cutting, Cutting, Cnc, Carving, Graphics, Creative Direction, Polycarbonate, Brand Development, Illustrator, Packaging, Molding, Design Thinking, Illustration, Industrial Design, 3D, Screen Printing, Woodworking, Product Design, InDesign, Concept Design, Metal Fabrication, Materials, Manufacturing, Corporate Identity, Corporate Branding, Art Direction, Plastics, Vector Illustration, Exhibit Design, Branding & Identity, Engraving, Logo Design, Adobe Creative Suite, Trade Shows, Furniture, Experience Design, Signs, Concept Development, Toys, Rapid Prototyping, Design Strategy, Banners, Layout, Sketching
Education
Otis College of Art and Design 2000 — 2005
Art Institute of Colorado 1990 — 1992
AA, Visual Communications
Barb Crowell, CFA Barb Crowell, CFA's William O'Neil + Co. Inc. Experience August 1999 - August 2001
Job CFO at Rimrock Capital Management, LLC
Industry Financial Services
Experience
Rimrock Capital Management, LLC December 2014 - Present
Rimrock Capital Management LLC 2005 - Present
Capital Group 2001 - 2005
William O'Neil + Co. Inc. August 1999 - August 2001
Skills
Hedge Funds, Fund Accounting, Fixed Income, Investment Management, Alternative Investments, Bloomberg, Finance, Corporate Finance, Wealth Management, Interest Rate Swaps
Education
University of California, Los Angeles 1997 — 1999
BS, Economics
Rimrock Capital Management, LLC December 2014 - Present
Rimrock Capital Management LLC 2005 - Present
Capital Group 2001 - 2005
William O'Neil + Co. Inc. August 1999 - August 2001
Skills
Hedge Funds, Fund Accounting, Fixed Income, Investment Management, Alternative Investments, Bloomberg, Finance, Corporate Finance, Wealth Management, Interest Rate Swaps
Education
University of California, Los Angeles 1997 — 1999
BS, Economics
Ron Ognar, CFA Ron Ognar, CFA's William O'Neil + Co. Inc. Experience July 2008 - Present
Job Senior Business Analyst at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. July 2008 - Present
Skills
Chartered Financial..., Financial Modeling, Equity Research
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
USC 1996 — 2000
Bachelor of Arts (B.A.), Print-Journalism
William O'Neil + Co. Inc. July 2008 - Present
Skills
Chartered Financial..., Financial Modeling, Equity Research
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
USC 1996 — 2000
Bachelor of Arts (B.A.), Print-Journalism
Angie Kobe Chan, MBA Angie Kobe Chan, MBA's William O'Neil + Co. Inc. Experience 1997 - 2004
Job Innovative Business Manager & Strategic Planning Professional
Industry Financial Services
Experience
MarketSmith, Incorporated January 2006 - Present
O'Melveny & Myers LLP 2005 - 2006
McGladrey Capital Markets 2004 - 2005
William O'Neil + Co. Inc. 1997 - 2004
Skills
Organizational..., Management, Leadership Development, Business Development, Analysis, Financial Analysis, Equity Research, Research, Data Analysis, Market Research, Microsoft Excel, Valuation, Strategy, Strategic Planning, Corporate Finance, Leadership, Financial Modeling, Mergers, Business Strategy, Finance
Education
University of Southern California
Master of Business Administration (M.B.A.), Corporate Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology
MarketSmith, Incorporated January 2006 - Present
O'Melveny & Myers LLP 2005 - 2006
McGladrey Capital Markets 2004 - 2005
William O'Neil + Co. Inc. 1997 - 2004
Skills
Organizational..., Management, Leadership Development, Business Development, Analysis, Financial Analysis, Equity Research, Research, Data Analysis, Market Research, Microsoft Excel, Valuation, Strategy, Strategic Planning, Corporate Finance, Leadership, Financial Modeling, Mergers, Business Strategy, Finance
Education
University of Southern California
Master of Business Administration (M.B.A.), Corporate Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology
Jill Lovinitnun's William O'Neil + Co. Inc. Experience October 2011 - March 2013
Job Market Research Consultant at Aetna
Industry Hospital & Health Care
Experience
Aetna May 2014 - Present
Aetna April 2013 - Present
William O'Neil + Co. Inc. October 2011 - March 2013
William O'Neil + Co. Inc. July 2006 - October 2011
UCLA August 2004 - June 2005
Skills
Data Analysis, Market Research, Research, Analysis, Financial Analysis, Investments, Microsoft Excel, Valuation, Analytics, Competitive Analysis, Marketing Strategy, Strategy, Financial Modeling, Forecasting, Writing, Problem Solving, Stocks, Healthcare, Competitive Intelligence, Health Insurance, Accountable Care, Marketing
Education
UCLA 2002 — 2006
Bachelor's degree, Psychology
University of California, Los Angeles
Aetna May 2014 - Present
Aetna April 2013 - Present
William O'Neil + Co. Inc. October 2011 - March 2013
William O'Neil + Co. Inc. July 2006 - October 2011
UCLA August 2004 - June 2005
Skills
Data Analysis, Market Research, Research, Analysis, Financial Analysis, Investments, Microsoft Excel, Valuation, Analytics, Competitive Analysis, Marketing Strategy, Strategy, Financial Modeling, Forecasting, Writing, Problem Solving, Stocks, Healthcare, Competitive Intelligence, Health Insurance, Accountable Care, Marketing
Education
UCLA 2002 — 2006
Bachelor's degree, Psychology
University of California, Los Angeles
Mark E. Houghton Mark E. Houghton's William O'Neil + Co. Inc. Experience 2010 - 2011
Job Regional Sales Director at Workiva
Industry Investment Management
Experience
Workiva Inc. July 2014 - Present
Style Research 2013 - 2014
Axioma Inc. 2011 - 2013
William O'Neil + Co. Inc. 2010 - 2011
Thomson Reuters 2000 - 2009
Skills
SaaS, Enterprise Software, Financial Reporting, Sarbanes-Oxley, Dodd-Frank, ERM, Business Development, Investments, Portfolio Management, Financial Services, Financial Markets, Equities, Mutual Funds, Investment Management, Financial Modeling, Finance, Analytics, Hedge Funds, Selling, Sales, Market Data, Asset Managment, Trading Systems, Investment Strategies, Sales Management, Fixed Income, Trading, CRM, Asset Management, Quantitative Analytics, Financial Risk, Options, Capital Markets, Solution Selling, Banking, Management, Electronic Trading, Alternative Investments, Asset Allocation, Relationship Management, Equity Research
Education
The University of Akron
Finance, BA, Business Administration in Finance
Workiva Inc. July 2014 - Present
Style Research 2013 - 2014
Axioma Inc. 2011 - 2013
William O'Neil + Co. Inc. 2010 - 2011
Thomson Reuters 2000 - 2009
Skills
SaaS, Enterprise Software, Financial Reporting, Sarbanes-Oxley, Dodd-Frank, ERM, Business Development, Investments, Portfolio Management, Financial Services, Financial Markets, Equities, Mutual Funds, Investment Management, Financial Modeling, Finance, Analytics, Hedge Funds, Selling, Sales, Market Data, Asset Managment, Trading Systems, Investment Strategies, Sales Management, Fixed Income, Trading, CRM, Asset Management, Quantitative Analytics, Financial Risk, Options, Capital Markets, Solution Selling, Banking, Management, Electronic Trading, Alternative Investments, Asset Allocation, Relationship Management, Equity Research
Education
The University of Akron
Finance, BA, Business Administration in Finance
Zachary Messer's William O'Neil + Co. Inc. Experience October 2006 - July 2008
Job Manager, Corporate Finance & Business Development at Pinnacle Entertainment
Industry Gambling & Casinos
Experience
Pinnacle Entertainment December 2013 - Present
International Game Technology March 2012 - December 2013
International Game Technology January 2010 - March 2012
Self Employed July 2008 - January 2010
William O'Neil + Co. Inc. October 2006 - July 2008
Skills
PowerPoint, Outlook, Capital IQ, Thomson One, Eviews, Microsoft Excel, Market Research, Competitive Analysis, Strategy, Financial Modeling, Business Development, Business Strategy
Education
Occidental College 2002 — 2006
Bachelor of Arts (BA), Economics
Pinnacle Entertainment December 2013 - Present
International Game Technology March 2012 - December 2013
International Game Technology January 2010 - March 2012
Self Employed July 2008 - January 2010
William O'Neil + Co. Inc. October 2006 - July 2008
Skills
PowerPoint, Outlook, Capital IQ, Thomson One, Eviews, Microsoft Excel, Market Research, Competitive Analysis, Strategy, Financial Modeling, Business Development, Business Strategy
Education
Occidental College 2002 — 2006
Bachelor of Arts (BA), Economics
David Bonnabel's William O'Neil + Co. Inc. Experience October 2010 - July 2011
Job Creative Lead at Fobbler, Inc.
Industry Design
Experience
Fobbler, Inc. August 2013 - Present
Motor & Hum July 2013 - Present
Bread Over Bombs September 2013 - Present
Binary Pulse Technology Marketing July 2011 - June 2013
William O'Neil + Co. Inc. October 2010 - July 2011
Brainsoup Studios August 2007 - March 2010
K2 Maketing Group / Brainsoup Studios June 2001 - August 2007
EMA Multimedia September 1996 - May 2001
B.D. Fox & Friends March 1996 - June 1996
1K Studios 1996 - 1996
Skills
User Interface, Motion Design, Creative Direction, Motion Graphics, Creative Development, Art Direction, Interaction Design, Graphic Design, Broadcast Design, User Interface Design, Typography, Creative Services, Design Direction, Design Management, Creative Work, Interactive Experiences, Microsites, Print Collateral, Interactivity, Broadcast, User Experience, Film, Collateral, User Experience Design, User Interaction, Media Production, After Effects, Corporate Identity, Experience Design, Concept Development, Copywriting, Storyboarding, Corporate Branding, Illustration, Mobile Design, Information Architecture, Dvd, Image Manipulation, Illustrator, Animation, Brand Development, Adobe Creative Suite, Layout, Logo Design, Visual Communication, Creative Strategy, Graphics, User-centered Design, Visual Design, Web Design
Education
Platt College of Design 1994 — 1995
BA, Graphic Arts and Interactive Design
California State University-Fullerton 1993 — 1995
BA, technical illustration
Fobbler, Inc. August 2013 - Present
Motor & Hum July 2013 - Present
Bread Over Bombs September 2013 - Present
Binary Pulse Technology Marketing July 2011 - June 2013
William O'Neil + Co. Inc. October 2010 - July 2011
Brainsoup Studios August 2007 - March 2010
K2 Maketing Group / Brainsoup Studios June 2001 - August 2007
EMA Multimedia September 1996 - May 2001
B.D. Fox & Friends March 1996 - June 1996
1K Studios 1996 - 1996
Skills
User Interface, Motion Design, Creative Direction, Motion Graphics, Creative Development, Art Direction, Interaction Design, Graphic Design, Broadcast Design, User Interface Design, Typography, Creative Services, Design Direction, Design Management, Creative Work, Interactive Experiences, Microsites, Print Collateral, Interactivity, Broadcast, User Experience, Film, Collateral, User Experience Design, User Interaction, Media Production, After Effects, Corporate Identity, Experience Design, Concept Development, Copywriting, Storyboarding, Corporate Branding, Illustration, Mobile Design, Information Architecture, Dvd, Image Manipulation, Illustrator, Animation, Brand Development, Adobe Creative Suite, Layout, Logo Design, Visual Communication, Creative Strategy, Graphics, User-centered Design, Visual Design, Web Design
Education
Platt College of Design 1994 — 1995
BA, Graphic Arts and Interactive Design
California State University-Fullerton 1993 — 1995
BA, technical illustration
Patrick Ferris, PMP Patrick Ferris, PMP's William O'Neil + Co. Inc. Experience September 2007 - Present
Job Business Analyst at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. September 2007 - Present
Skills
Agile, Scrum, Business Analysis, Product Development, Documentation, Mobile Design, Requirement..., SQL, Agile Methodologies, Software Documentation, Microsoft SQL Server, User Acceptance Testing, Quality Assurance, Analysis, Testing, SDLC, Process Improvement
Education
University of California, Los Angeles 2003 — 2005
BA
Pasadena City College 2000 — 2003
William O'Neil + Co. Inc. September 2007 - Present
Skills
Agile, Scrum, Business Analysis, Product Development, Documentation, Mobile Design, Requirement..., SQL, Agile Methodologies, Software Documentation, Microsoft SQL Server, User Acceptance Testing, Quality Assurance, Analysis, Testing, SDLC, Process Improvement
Education
University of California, Los Angeles 2003 — 2005
BA
Pasadena City College 2000 — 2003
Peter Apodaca Peter Apodaca's William O'Neil + Co. Inc. Experience December 2010 - August 2013
Job Sr. Associate at KPMG Management Consulting
Industry Management Consulting
Experience
KPMG US July 2015 - Present
Toyota Motor Sales August 2014 - July 2015
Toyota Motor Sales May 2014 - August 2014
Envision Healthcare Corporation August 2013 - August 2014
William O'Neil + Co. Inc. December 2010 - August 2013
William O'Neil + Co. Inc. May 2006 - December 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Tableau, Valuation, Strategy, Strategic Financial..., Strategic Planning, Business Strategy, Emerging Markets, Analytics, Financial Reporting, Accounting, Equities, Investment Strategies, Market Research, Forecasting, Cross-functional Team..., Data Mining, Investment Management, Asset Management, Competitive Analysis, Business Intelligence, Economics, Business Analytics, Market Analysis, Business Valuation, Data Modeling, Data Analytics, Finance, Technology...
Education
Guanghua School of Management 2015 — 2015
Exchange Program - International Business
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (MBA)
University of California, Riverside 2001 — 2005
Bachelors of Arts, Economics
KPMG US July 2015 - Present
Toyota Motor Sales August 2014 - July 2015
Toyota Motor Sales May 2014 - August 2014
Envision Healthcare Corporation August 2013 - August 2014
William O'Neil + Co. Inc. December 2010 - August 2013
William O'Neil + Co. Inc. May 2006 - December 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Tableau, Valuation, Strategy, Strategic Financial..., Strategic Planning, Business Strategy, Emerging Markets, Analytics, Financial Reporting, Accounting, Equities, Investment Strategies, Market Research, Forecasting, Cross-functional Team..., Data Mining, Investment Management, Asset Management, Competitive Analysis, Business Intelligence, Economics, Business Analytics, Market Analysis, Business Valuation, Data Modeling, Data Analytics, Finance, Technology...
Education
Guanghua School of Management 2015 — 2015
Exchange Program - International Business
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (MBA)
University of California, Riverside 2001 — 2005
Bachelors of Arts, Economics
Adrienne White's William O'Neil + Co. Inc. Experience August 2007 - August 2010
Job Curatorial Assistant at Santa Monica Museum of Art
Industry Museums and Institutions
Experience
Santa Monica Museum of Art March 2015 - Present
Santa Monica Museum of Art April 2013 - March 2015
Orange County Museum of Art June 2012 - October 2012
Christie's August 2011 - May 2012
Kaycee Olsen Gallery May 2011 - June 2011
William O'Neil + Co. Inc. August 2007 - August 2010
Skills
Curating, Research, Contemporary Art, Project Management, Social Media, Editing, Press Releases, Community Outreach, Creative Writing, Blogging, PowerPoint, Social Media Marketing, Microsoft Office, Microsoft Excel, Google Analytics, Instagram, Facebook, Photoshop, Art History, Data Analysis, Financial Analysis, Nonprofits, Outlook, Museums
Education
University of Southern California 2010 — 2012
Master's degree, Public Art Studies / Art & Curatorial Practice in the Public Sphere
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
Santa Monica Museum of Art March 2015 - Present
Santa Monica Museum of Art April 2013 - March 2015
Orange County Museum of Art June 2012 - October 2012
Christie's August 2011 - May 2012
Kaycee Olsen Gallery May 2011 - June 2011
William O'Neil + Co. Inc. August 2007 - August 2010
Skills
Curating, Research, Contemporary Art, Project Management, Social Media, Editing, Press Releases, Community Outreach, Creative Writing, Blogging, PowerPoint, Social Media Marketing, Microsoft Office, Microsoft Excel, Google Analytics, Instagram, Facebook, Photoshop, Art History, Data Analysis, Financial Analysis, Nonprofits, Outlook, Museums
Education
University of Southern California 2010 — 2012
Master's degree, Public Art Studies / Art & Curatorial Practice in the Public Sphere
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
Maciek Rakowski Maciek Rakowski's William O'Neil + Co. Inc. Experience July 2010 - August 2013
Job Software Development Engineer
Industry Computer Software
Experience
Smartek21 October 2014 - Present
Google August 2013 - October 2014
William O'Neil + Co. Inc. July 2010 - August 2013
Safelite AutoGlass 2009 - 2010
Exceptional Innovation 2006 - 2009
Rockwell Automation 2003 - 2003
Skills
.NET, C#, WPF, XML, ASP.NET, ASP.NET MVC, AJAX, LINQ, Silverlight, Agile Methodologies, Microsoft SQL Server, WCF, Visual Studio, T-SQL, Visual Basic, Software Development, SQL, Web Services, Algorithms, WPF Development
Education
The Ohio State University 2001 — 2006
BS, Computer Science
Smartek21 October 2014 - Present
Google August 2013 - October 2014
William O'Neil + Co. Inc. July 2010 - August 2013
Safelite AutoGlass 2009 - 2010
Exceptional Innovation 2006 - 2009
Rockwell Automation 2003 - 2003
Skills
.NET, C#, WPF, XML, ASP.NET, ASP.NET MVC, AJAX, LINQ, Silverlight, Agile Methodologies, Microsoft SQL Server, WCF, Visual Studio, T-SQL, Visual Basic, Software Development, SQL, Web Services, Algorithms, WPF Development
Education
The Ohio State University 2001 — 2006
BS, Computer Science
Ryan Rosen Ryan Rosen's William O'Neil + Co. Inc. Experience May 2008 - August 2012
Job Associate at PAAMCO
Industry Investment Management
Experience
PAAMCO August 2014 - Present
PAAMCO July 2013 - September 2013
William O'Neil + Co. Inc. May 2008 - August 2012
William O'Neil + Co. Inc. October 2006 - January 2009
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
UCLA 2002 — 2006
Bachelor of Arts (B.A.), Economics
Phoenix Country Day School 1998 — 2002
PAAMCO August 2014 - Present
PAAMCO July 2013 - September 2013
William O'Neil + Co. Inc. May 2008 - August 2012
William O'Neil + Co. Inc. October 2006 - January 2009
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
UCLA 2002 — 2006
Bachelor of Arts (B.A.), Economics
Phoenix Country Day School 1998 — 2002
Linda Morton Linda Morton's William O'Neil + Co. Inc. Experience March 2011 - February 2013
Job Lead iOS Developer at Defy Media
Industry Computer Software
Experience
Defy Media December 2013 - Present
American Greetings February 2013 - November 2013
William O'Neil + Co. Inc. March 2011 - February 2013
Skills
iOS development, XML, Agile Methodologies, Mobile Applications, Objective-C, iOS, iPhone, User Interface, Scrum, Object Oriented Design, Software Development, iOS Development, User Experience
Education
UCI 2007 — 2010
Bachelor of Science (B.S.), Computer Science
Defy Media December 2013 - Present
American Greetings February 2013 - November 2013
William O'Neil + Co. Inc. March 2011 - February 2013
Skills
iOS development, XML, Agile Methodologies, Mobile Applications, Objective-C, iOS, iPhone, User Interface, Scrum, Object Oriented Design, Software Development, iOS Development, User Experience
Education
UCI 2007 — 2010
Bachelor of Science (B.S.), Computer Science
James Taber's William O'Neil + Co. Inc. Experience December 2009 - August 2012
Job Sr. Data Architect at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2013 - Present
William O'Neil + Co. Inc. December 2009 - August 2012
The Capital Group 2007 - June 2009
The Capital Group 2003 - 2007
The Capital Group 1994 - 2002
The Capital Group 1991 - 1994
ACS July 1984 - January 1991
Skills
SDLC, Visio, Business Analysis, Business Requirements, Requirements Gathering, Agile Methodologies, Requirements Analysis, SQL, Sybase, Data Modeling, Vendor Management, ETL, Process Improvement, Unix, Business Process..., IT Strategy, Oracle, Data Warehousing, IT Audit, Change Management, Data Quality Control, People Management, Project Management, Data Analysis, Microsoft SQL Server, Knowledge Sharing, Management, Software Development, Software Project..., Business Intelligence, Access, Disaster Recovery, SSIS
Education
Jacksonville University
BS, Computer Science
Bank of America August 2013 - Present
William O'Neil + Co. Inc. December 2009 - August 2012
The Capital Group 2007 - June 2009
The Capital Group 2003 - 2007
The Capital Group 1994 - 2002
The Capital Group 1991 - 1994
ACS July 1984 - January 1991
Skills
SDLC, Visio, Business Analysis, Business Requirements, Requirements Gathering, Agile Methodologies, Requirements Analysis, SQL, Sybase, Data Modeling, Vendor Management, ETL, Process Improvement, Unix, Business Process..., IT Strategy, Oracle, Data Warehousing, IT Audit, Change Management, Data Quality Control, People Management, Project Management, Data Analysis, Microsoft SQL Server, Knowledge Sharing, Management, Software Development, Software Project..., Business Intelligence, Access, Disaster Recovery, SSIS
Education
Jacksonville University
BS, Computer Science
Ryan Knittel Ryan Knittel's William O'Neil + Co. Inc. Experience January 2012 - Present
Job Database Administrator at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. January 2012 - Present
New Resource Bank January 2010 - January 2012
Skills
TSQL Programming, SSIS Development, Database Maintenance, C# Programming, SSRS Development, ASP.NET Web Application..., SSIS, T-SQL, C#, SSRS, SQL, Data Warehousing, SQL Tuning, Databases, ASP.NET, SDLC, Agile Methodologies, Stored Procedures, Requirements Analysis, Business Analysis
Education
San Francisco State University 2008 — 2011
Bachelor of Engineering (B.E.), Mechanical Engineering
William O'Neil + Co. Inc. January 2012 - Present
New Resource Bank January 2010 - January 2012
Skills
TSQL Programming, SSIS Development, Database Maintenance, C# Programming, SSRS Development, ASP.NET Web Application..., SSIS, T-SQL, C#, SSRS, SQL, Data Warehousing, SQL Tuning, Databases, ASP.NET, SDLC, Agile Methodologies, Stored Procedures, Requirements Analysis, Business Analysis
Education
San Francisco State University 2008 — 2011
Bachelor of Engineering (B.E.), Mechanical Engineering
Joseph Ghio Joseph Ghio's William O'Neil + Co. Inc. Experience June 2015 - Present
Job Client Service Junior Consultant at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. June 2015 - Present
MetLife June 2014 - May 2015
Deposit a Gift May 2013 - August 2013
Gary's Wine & Marketplace May 2013 - August 2013
Dunkin’ Donuts May 2009 - August 2012
AuclairRE May 2012 - July 2012
Skills
Social Media, Facebook, Marketing, Microsoft Office, Microsoft Excel, Customer Service, Social Media Marketing, Teamwork, Microsoft Word, Nonprofits, SEO, Photoshop, Fundraising, Finance, Financial Analysis, Leadership, Public Speaking, Research, Stock Management, Stock Market, Stock Market Analysis, Time Management, Twitter
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science, Finance and Management, Graduate
William O'Neil + Co. Inc. June 2015 - Present
MetLife June 2014 - May 2015
Deposit a Gift May 2013 - August 2013
Gary's Wine & Marketplace May 2013 - August 2013
Dunkin’ Donuts May 2009 - August 2012
AuclairRE May 2012 - July 2012
Skills
Social Media, Facebook, Marketing, Microsoft Office, Microsoft Excel, Customer Service, Social Media Marketing, Teamwork, Microsoft Word, Nonprofits, SEO, Photoshop, Fundraising, Finance, Financial Analysis, Leadership, Public Speaking, Research, Stock Management, Stock Market, Stock Market Analysis, Time Management, Twitter
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science, Finance and Management, Graduate
Jeffrey Wickline, CFA Jeffrey Wickline, CFA's William O'Neil + Co. Inc. Experience January 2006 - April 2008
Job Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust June 2012 - Present
Northern Trust Global Investments April 2008 - May 2012
William O'Neil + Co. Inc. January 2006 - April 2008
William O'Neil + Co. Inc. August 1999 - December 2005
T. Rowe Price 1996 - 1999
Education
California State Polytechnic University-Pomona 1992 — 1995
Bachelor of Science (B.S.), Finance
Northern Trust June 2012 - Present
Northern Trust Global Investments April 2008 - May 2012
William O'Neil + Co. Inc. January 2006 - April 2008
William O'Neil + Co. Inc. August 1999 - December 2005
T. Rowe Price 1996 - 1999
Education
California State Polytechnic University-Pomona 1992 — 1995
Bachelor of Science (B.S.), Finance
Ron Chang Ron Chang's William O'Neil + Co. Inc. Experience September 1999 - September 2004
Job Managing Director Asian Equity Sales at Maybank Kim Eng
Industry Investment Banking
Experience
Maybank Kim Eng April 2015 - Present
Union Gaming January 2014 - April 2015
Citi July 2007 - January 2013
Nomura Securities August 2005 - June 2007
C.E. Unterberg Towbin September 2004 - August 2005
William O'Neil + Co. Inc. September 1999 - September 2004
Skills
Equities, Bloomberg, Hedge Funds, Capital Markets, Equity Research, Investments, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Securities, Series 7, Emerging Markets, Alternative Investments, Financial Analysis, Series 63, Electronic Trading, Options, Corporate Finance, Sales, International Sales, Business Strategy, Business Travel, Travel Management, Business Analysis, Business Development, Relationship Management, Building Relationships, Asian markets, Client Development, Manage Client..., New Business Development, Financial Markets, Investor Relations
Education
McGill University 1996 — 1999
Bachelor of Arts (B.A.), Economics
Maybank Kim Eng April 2015 - Present
Union Gaming January 2014 - April 2015
Citi July 2007 - January 2013
Nomura Securities August 2005 - June 2007
C.E. Unterberg Towbin September 2004 - August 2005
William O'Neil + Co. Inc. September 1999 - September 2004
Skills
Equities, Bloomberg, Hedge Funds, Capital Markets, Equity Research, Investments, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Securities, Series 7, Emerging Markets, Alternative Investments, Financial Analysis, Series 63, Electronic Trading, Options, Corporate Finance, Sales, International Sales, Business Strategy, Business Travel, Travel Management, Business Analysis, Business Development, Relationship Management, Building Relationships, Asian markets, Client Development, Manage Client..., New Business Development, Financial Markets, Investor Relations
Education
McGill University 1996 — 1999
Bachelor of Arts (B.A.), Economics
Jolynn Perrini Jolynn Perrini's William O'Neil + Co. Inc. Experience January 2007 - Present
Job Senior Human Resources Assistant at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. January 2007 - Present
William O'Neil + Co. Inc. October 1996 - December 2006
Skills
HRIS, Onboarding, Microsoft Excel, Microsoft Word, Adobe Acrobat, Employee Benefits, Benefits Administration, Wellness, Human Resource Planning, Data Analysis, Recruiting, Human Resources, Leadership, Management, Strategy, Talent Acquisition, Employee Relations
Education
University of California, Los Angeles 1993 — 1996
Bachelor of Arts (BA), Psychology
William O'Neil + Co. Inc. January 2007 - Present
William O'Neil + Co. Inc. October 1996 - December 2006
Skills
HRIS, Onboarding, Microsoft Excel, Microsoft Word, Adobe Acrobat, Employee Benefits, Benefits Administration, Wellness, Human Resource Planning, Data Analysis, Recruiting, Human Resources, Leadership, Management, Strategy, Talent Acquisition, Employee Relations
Education
University of California, Los Angeles 1993 — 1996
Bachelor of Arts (BA), Psychology
Ed Levy's William O'Neil + Co. Inc. Experience January 2004 - Present
Job EVPInstitutional Sales at William O'Neil + Co. Inc.
Industry Investment Management
Experience
William O'Neil + Co. Inc. January 2004 - Present
Skills
Equities, Hedge Funds, Asset Management, Capital Markets, Management, Fixed Income, Investments, Portfolio Management, Alternative Investments, Marketing
Education
Boston University 1986 — 1990
BA/MA
William O'Neil + Co. Inc. January 2004 - Present
Skills
Equities, Hedge Funds, Asset Management, Capital Markets, Management, Fixed Income, Investments, Portfolio Management, Alternative Investments, Marketing
Education
Boston University 1986 — 1990
BA/MA
Glen Burk Glen Burk's William O'Neil + Co. Inc. Experience 1996 - 1997
Job Investment Operations Specialist Chandler Asset Management
Industry Financial Services
Experience
Chandler Asset Management July 2015 - Present
Summit Global Management April 2009 - September 2014
Ten Asset Management January 2006 - March 2009
Freeman Associates Investment Management 2002 - 2005
Sawgrass Asset Management 2002 - 2003
Nicholas Applegate 2000 - 2002
Nicholas Applegate 1998 - 2000
Superior Consultant Company, Inc 1997 - 1998
William O'Neil + Co. Inc. 1996 - 1997
Skills
Alternative Investments, Equities, Investments, Asset Management, Securities, Investment Management, Bloomberg, Fixed Income, Series 7, Emerging Markets, Trading, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Series 63, Equity Trading, Investment Banking, Asset Allocation, Management, Capital Markets, Financial Markets, Finance, Derivatives, Wealth Management, Equity Research, Financial Analysis
Education
San Diego State University-California State University 1993 — 1995
Business Administration, Finance
Middleburg High School 1984 — 1987
High School Diploma
Chandler Asset Management July 2015 - Present
Summit Global Management April 2009 - September 2014
Ten Asset Management January 2006 - March 2009
Freeman Associates Investment Management 2002 - 2005
Sawgrass Asset Management 2002 - 2003
Nicholas Applegate 2000 - 2002
Nicholas Applegate 1998 - 2000
Superior Consultant Company, Inc 1997 - 1998
William O'Neil + Co. Inc. 1996 - 1997
Skills
Alternative Investments, Equities, Investments, Asset Management, Securities, Investment Management, Bloomberg, Fixed Income, Series 7, Emerging Markets, Trading, Mutual Funds, Asset Managment, Portfolio Management, Valuation, Series 63, Equity Trading, Investment Banking, Asset Allocation, Management, Capital Markets, Financial Markets, Finance, Derivatives, Wealth Management, Equity Research, Financial Analysis
Education
San Diego State University-California State University 1993 — 1995
Business Administration, Finance
Middleburg High School 1984 — 1987
High School Diploma
Johnny Bao Johnny Bao's William O'Neil + Co. Inc. Experience February 2010 - December 2010
Job Manager, Business Analytics at GameFly
Industry Entertainment
Experience
GameFly March 2010 - March 2013
William O'Neil + Co. Inc. February 2010 - December 2010
Los Angeles Times Interactive/ Tribune Technology February 2008 - January 2010
Viking River Cruises December 2004 - February 2008
Princess Cruises October 2003 - December 2004
Kurt Salmon Associates March 1999 - March 2001
Skills
Web Analytics, Omniture, Analytics, E-commerce, Microsoft Excel, SQL, Microsoft Access, Business Objects, Google Analytics, Flurry, SPSS, SAS E-Miner, Mathematica, PowerPoint, Visio, SEO, Affiliate Marketing, Digital Marketing, Competitive Analysis, Conversion Optimization, A/B testing, Email Marketing, Marketing, Data Mining, Analysis, Cross-functional Team..., Management, Segmentation, SEM
Education
Pepperdine University
MA, Psychology
University of Illinois at Urbana-Champaign
MS, Mechanical Engineering
The University of Texas at Austin
BS, Mechanical Engineering with Honors
GameFly March 2010 - March 2013
William O'Neil + Co. Inc. February 2010 - December 2010
Los Angeles Times Interactive/ Tribune Technology February 2008 - January 2010
Viking River Cruises December 2004 - February 2008
Princess Cruises October 2003 - December 2004
Kurt Salmon Associates March 1999 - March 2001
Skills
Web Analytics, Omniture, Analytics, E-commerce, Microsoft Excel, SQL, Microsoft Access, Business Objects, Google Analytics, Flurry, SPSS, SAS E-Miner, Mathematica, PowerPoint, Visio, SEO, Affiliate Marketing, Digital Marketing, Competitive Analysis, Conversion Optimization, A/B testing, Email Marketing, Marketing, Data Mining, Analysis, Cross-functional Team..., Management, Segmentation, SEM
Education
Pepperdine University
MA, Psychology
University of Illinois at Urbana-Champaign
MS, Mechanical Engineering
The University of Texas at Austin
BS, Mechanical Engineering with Honors
Vera Stein Vera Stein's William O'Neil + Co. Inc. Experience March 2006 - November 2009
Job Manager of Contracts Administration at Zynx Health
Industry Hospital & Health Care
Experience
Zynx Health November 2009 - Present
William O'Neil + Co. Inc. March 2006 - November 2009
Bishops Services Inc - A Sterling Infosystems Company October 2005 - January 2006
LitFunding USA June 2004 - October 2005
Tenet Healthcare September 2003 - June 2004
Skills
Outlook, Document Review, Westlaw, Research, Lexis, Microsoft Excel, Contract Negotiation, Administrative..., Microsoft Office, Litigation Support, Legal Writing, Document Drafting, Microsoft Word, Legal Research, Wordperfect, Healthcare, Trademarks, Paralegals, Contract Management, Access
Education
UCLA 1996 — 1998
BA, Sociology
University of Madrid
Diploma - General Education of the Spanish Language, Spanish
West Los Angeles College
Paralegal Certificate, Paralegal Studies
Zynx Health November 2009 - Present
William O'Neil + Co. Inc. March 2006 - November 2009
Bishops Services Inc - A Sterling Infosystems Company October 2005 - January 2006
LitFunding USA June 2004 - October 2005
Tenet Healthcare September 2003 - June 2004
Skills
Outlook, Document Review, Westlaw, Research, Lexis, Microsoft Excel, Contract Negotiation, Administrative..., Microsoft Office, Litigation Support, Legal Writing, Document Drafting, Microsoft Word, Legal Research, Wordperfect, Healthcare, Trademarks, Paralegals, Contract Management, Access
Education
UCLA 1996 — 1998
BA, Sociology
University of Madrid
Diploma - General Education of the Spanish Language, Spanish
West Los Angeles College
Paralegal Certificate, Paralegal Studies
Jacqueline Tucker Jacqueline Tucker's William O'Neil + Co. Inc. Experience 2007 - 2011
Job Product Manager
Industry Financial Services
Experience
Show Me The Way! Tours, Inc. 2011 - 2012
William O'Neil + Co. Inc. 2007 - 2011
First Eagle Investment Management 2006 - 2006
AXA Financial 2004 - 2006
NYC Health and Hospitals Corporation 2003 - 2004
Skills
Equities, Hedge Funds, Securities, Fixed Income, Asset Managment, Series 7, Portfolio Management, Investments, Equity Research, Bloomberg, Valuation, Mutual Funds, Series 63, Financial Analysis, Due Diligence, Alternative Investments, Trading, Financial Markets, Capital Markets, Market Data, Investment Management, Financial Modeling, Financial Services, Asset Management
Education
New York University 1998 — 2002
Bachelor of Science
Show Me The Way! Tours, Inc. 2011 - 2012
William O'Neil + Co. Inc. 2007 - 2011
First Eagle Investment Management 2006 - 2006
AXA Financial 2004 - 2006
NYC Health and Hospitals Corporation 2003 - 2004
Skills
Equities, Hedge Funds, Securities, Fixed Income, Asset Managment, Series 7, Portfolio Management, Investments, Equity Research, Bloomberg, Valuation, Mutual Funds, Series 63, Financial Analysis, Due Diligence, Alternative Investments, Trading, Financial Markets, Capital Markets, Market Data, Investment Management, Financial Modeling, Financial Services, Asset Management
Education
New York University 1998 — 2002
Bachelor of Science
Mathew Martin Mathew Martin's William O'Neil + Co. Inc. Experience March 1997 - December 2000
Job Manager, MFP Capital, LLC
Industry Investment Management
Experience
MFP Capital, LLC January 2010 - Present
Gente Oil USA, Inc. May 2012 - December 2013
Anderson, Martin & Co, LLC January 2001 - December 2009
William O'Neil + Co. Inc. March 1997 - December 2000
Montgomery Securities 1992 - 1996
Banc of America Securities 1992 - 1996
Robert W Duggan & Associates 1989 - 1991
Skills
Emerging Markets, Start-ups, Investments, Business Strategy, Asset Management, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Strategy, Valuation, Negotiation, Hedge Funds, Business Development, Due Diligence, Entrepreneurship
Education
Trinity College-Hartford 1984 — 1998
Bachelor of Arts (BA), Economics
Cate School 1982 — 1984
MFP Capital, LLC January 2010 - Present
Gente Oil USA, Inc. May 2012 - December 2013
Anderson, Martin & Co, LLC January 2001 - December 2009
William O'Neil + Co. Inc. March 1997 - December 2000
Montgomery Securities 1992 - 1996
Banc of America Securities 1992 - 1996
Robert W Duggan & Associates 1989 - 1991
Skills
Emerging Markets, Start-ups, Investments, Business Strategy, Asset Management, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Strategy, Valuation, Negotiation, Hedge Funds, Business Development, Due Diligence, Entrepreneurship
Education
Trinity College-Hartford 1984 — 1998
Bachelor of Arts (BA), Economics
Cate School 1982 — 1984
Sheri Strain Sheri Strain's William O'Neil + Co. Inc. Experience May 1999 - September 2001
Job Trading, Compliance and Operations for BrokerDealer
Industry Financial Services
Experience
Monarch Bay Securities May 2015 - Present
Financial West Group November 2012 - October 2014
FirstCommand Financial Planning December 2010 - November 2012
Financial West Group June 2010 - December 2010
Financial West Group, Inc. March 2005 - June 2008
Financial West Group March 2003 - March 2005
William O'Neil + Co. Inc. May 1999 - September 2001
Interfirst Capital/Baraban Securities February 1994 - April 1998
Skills
Equity Trading, Series 7, Series 63, Series 66, Series 24, Series 55, Investments, Life, Health and..., Financial Advisory, Asset Allocation and..., NASDAQ Workstation, Trading, Compliance, Financial Risk, Microsoft Excel, Microsoft Word, PowerPoint, Superior Client Service, Block Trading, Asset Allocation, Bonds, Client Services, FINRA, Financial Services, Fixed Income, Insurance, Leadership, Uniform Combined State..., Securities
Education
University of Florida 1982 — 1984
B.S.Journalism, Broadcast Journalism, Business Minor, 3.9/4.0
University of Arizona 1980 — 1982
A.A. Broadcast Journalism, Broadcast Journalism Major with Business Minor
Monarch Bay Securities May 2015 - Present
Financial West Group November 2012 - October 2014
FirstCommand Financial Planning December 2010 - November 2012
Financial West Group June 2010 - December 2010
Financial West Group, Inc. March 2005 - June 2008
Financial West Group March 2003 - March 2005
William O'Neil + Co. Inc. May 1999 - September 2001
Interfirst Capital/Baraban Securities February 1994 - April 1998
Skills
Equity Trading, Series 7, Series 63, Series 66, Series 24, Series 55, Investments, Life, Health and..., Financial Advisory, Asset Allocation and..., NASDAQ Workstation, Trading, Compliance, Financial Risk, Microsoft Excel, Microsoft Word, PowerPoint, Superior Client Service, Block Trading, Asset Allocation, Bonds, Client Services, FINRA, Financial Services, Fixed Income, Insurance, Leadership, Uniform Combined State..., Securities
Education
University of Florida 1982 — 1984
B.S.Journalism, Broadcast Journalism, Business Minor, 3.9/4.0
University of Arizona 1980 — 1982
A.A. Broadcast Journalism, Broadcast Journalism Major with Business Minor
Gary Raksis's William O'Neil + Co. Inc. Experience February 1998 - March 2001
Job CFO and SVP of Business Operations at Laika
Industry Entertainment
Experience
Laika October 2009 - Present
DreamWorks Animation October 2004 - October 2009
DreamWorks LLC March 2001 - October 2004
William O'Neil + Co. Inc. February 1998 - March 2001
Education
Georgetown University - The McDonough School of Business 1992 — 1996
BS, Finance
Laika October 2009 - Present
DreamWorks Animation October 2004 - October 2009
DreamWorks LLC March 2001 - October 2004
William O'Neil + Co. Inc. February 1998 - March 2001
Education
Georgetown University - The McDonough School of Business 1992 — 1996
BS, Finance
Glen Chang, MBA, CPA Glen Chang, MBA, CPA's William O'Neil + Co. Inc. Experience June 2004 - May 2005
Job Accounting Supervisor Real Estate and Alternative Assets at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance August 2015 - Present
Farmers Insurance July 2013 - July 2015
Western Asset Management March 2011 - July 2013
Far East National Bank May 2005 - May 2009
William O'Neil + Co. Inc. June 2004 - May 2005
William J. Yang & Associates September 2003 - June 2004
Skills
Financial Analysis, Investments, Fixed Income, Accounting, Analysis, Cash Management, Financial Accounting, FX Options, Securities, Credit, Account Reconciliation, Capital Markets, Chartered Financial..., CPA, Business Development, FX, Passed CFA Level 1
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
MBA, Finance and Accounting
Københavns Universitet 2002 — 2003
Study Abroad, Economics
University of California, Irvine 2000 — 2003
BA, Economics
Arcadia High School
Farmers Insurance August 2015 - Present
Farmers Insurance July 2013 - July 2015
Western Asset Management March 2011 - July 2013
Far East National Bank May 2005 - May 2009
William O'Neil + Co. Inc. June 2004 - May 2005
William J. Yang & Associates September 2003 - June 2004
Skills
Financial Analysis, Investments, Fixed Income, Accounting, Analysis, Cash Management, Financial Accounting, FX Options, Securities, Credit, Account Reconciliation, Capital Markets, Chartered Financial..., CPA, Business Development, FX, Passed CFA Level 1
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
MBA, Finance and Accounting
Københavns Universitet 2002 — 2003
Study Abroad, Economics
University of California, Irvine 2000 — 2003
BA, Economics
Arcadia High School
David S. Bradley, CFA, CAIA David S. Bradley, CFA, CAIA's William O'Neil + Co. Inc. Experience July 2003 - May 2005
Job Chief Operating Officer/CCO at Hawk Ridge Management
Industry Investment Management
Experience
Hawk Ridge Management LLC November 2013 - Present
Sirius Advisors LLC May 2005 - November 2013
William O'Neil + Co. Inc. July 2003 - May 2005
Skills
Investments, Asset Managment, Hedge Funds, Equities, Alternative Investments, Private Equity, Wealth Management, Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Investment Advisory, Financial Analysis, Equity Research, Investment Management, Economics, Financial Markets, Due Diligence, Options, Financial Modeling, Portfolio Management, Valuation, Securities, Finance, Financial Services, Analysis, Trading, Corporate Finance, Capital Markets, Strategic Financial..., Bloomberg, Venture Capital, Derivatives, Emerging Markets, Financial Advisory, Fixed Income, Investment Banking, Investor Relations, Series 7, Equity Trading, Equity Valuation
Education
Claremont McKenna College 2000 — 2003
Bachelor of Arts (B.A.), Economics
Laguna Blanca 1993 — 1999
Hawk Ridge Management LLC November 2013 - Present
Sirius Advisors LLC May 2005 - November 2013
William O'Neil + Co. Inc. July 2003 - May 2005
Skills
Investments, Asset Managment, Hedge Funds, Equities, Alternative Investments, Private Equity, Wealth Management, Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Investment Advisory, Financial Analysis, Equity Research, Investment Management, Economics, Financial Markets, Due Diligence, Options, Financial Modeling, Portfolio Management, Valuation, Securities, Finance, Financial Services, Analysis, Trading, Corporate Finance, Capital Markets, Strategic Financial..., Bloomberg, Venture Capital, Derivatives, Emerging Markets, Financial Advisory, Fixed Income, Investment Banking, Investor Relations, Series 7, Equity Trading, Equity Valuation
Education
Claremont McKenna College 2000 — 2003
Bachelor of Arts (B.A.), Economics
Laguna Blanca 1993 — 1999
Marc Fienberg Marc Fienberg's William O'Neil + Co. Inc. Experience 2004 - 2005
Job New Business Strategist, Entrepreneur
Industry Entertainment
Experience
Story Marketing & Strategy 2002 - Present
Kahn Tools 2011 - 2012
Story Entertainment 2007 - 2011
Pictage 2006 - 2007
William O'Neil + Co. Inc. 2004 - 2005
Agero 2003 - 2004
Magnify 1998 - 2000
Skills
Business Development, Start-ups, Internet Entrepreneur, Entrepreneurship, Social Media, Marketing Strategy, Product Management, Product Development, Business Strategy, Business Analysis, Business Planning, New Business Development, Start-up Ventures, Internet Strategy, Brand Development, Marketing, Competitive Analysis, Venture Capital, E-commerce, Public Relations, Strategic Partnerships, CRM, Management, Online Marketing, Sales, Digital Marketing, Process Improvement, Strategic Planning, P&L Management, Entertainment, Strategy, Social Media Marketing, Direct Marketing, Brand Management, People Skills, Mergers & Acquisitions, Product Marketing, Personal Style, Web Analytics, Leadership, Analytics, Pricing, Finance, Online Advertising, Analysis, Cross-functional Team..., Digital Media, Email Marketing
Education
Northwestern University - Kellogg School of Management
MBA, Strategy, Entrepreneurship, Marketing
University of Michigan
BBA, Business
Story Marketing & Strategy 2002 - Present
Kahn Tools 2011 - 2012
Story Entertainment 2007 - 2011
Pictage 2006 - 2007
William O'Neil + Co. Inc. 2004 - 2005
Agero 2003 - 2004
Magnify 1998 - 2000
Skills
Business Development, Start-ups, Internet Entrepreneur, Entrepreneurship, Social Media, Marketing Strategy, Product Management, Product Development, Business Strategy, Business Analysis, Business Planning, New Business Development, Start-up Ventures, Internet Strategy, Brand Development, Marketing, Competitive Analysis, Venture Capital, E-commerce, Public Relations, Strategic Partnerships, CRM, Management, Online Marketing, Sales, Digital Marketing, Process Improvement, Strategic Planning, P&L Management, Entertainment, Strategy, Social Media Marketing, Direct Marketing, Brand Management, People Skills, Mergers & Acquisitions, Product Marketing, Personal Style, Web Analytics, Leadership, Analytics, Pricing, Finance, Online Advertising, Analysis, Cross-functional Team..., Digital Media, Email Marketing
Education
Northwestern University - Kellogg School of Management
MBA, Strategy, Entrepreneurship, Marketing
University of Michigan
BBA, Business
David Epstein, CFA David Epstein, CFA's William O'Neil + Co. Inc. Experience June 2006 - July 2007
Job Assistant Vice President at The TCW Group
Industry Financial Services
Experience
The TCW Group March 2014 - Present
First Republic Investment Management January 2014 - February 2014
First Republic Investment Management August 2012 - January 2014
UCLA Anderson School of Management September 2010 - August 2012
Trust Company of the West June 2011 - September 2011
Wedbush Securities January 2010 - September 2010
Wedbush Securities July 2007 - December 2009
William O'Neil + Co. Inc. June 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Chartered Financial..., Series 7, Equity Research, Capital IQ, Bloomberg, FactSet, CFA, Equities, Equity Valuation, Asset Management, Capital Markets, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Redlands 2003 — 2006
Bachelor of Science, Business Administration and Accounting
The TCW Group March 2014 - Present
First Republic Investment Management January 2014 - February 2014
First Republic Investment Management August 2012 - January 2014
UCLA Anderson School of Management September 2010 - August 2012
Trust Company of the West June 2011 - September 2011
Wedbush Securities January 2010 - September 2010
Wedbush Securities July 2007 - December 2009
William O'Neil + Co. Inc. June 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Chartered Financial..., Series 7, Equity Research, Capital IQ, Bloomberg, FactSet, CFA, Equities, Equity Valuation, Asset Management, Capital Markets, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Redlands 2003 — 2006
Bachelor of Science, Business Administration and Accounting
Claire Robb's William O'Neil + Co. Inc. Experience January 2013 - November 2014
Job Business System Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale November 2014 - Present
William O'Neil + Co. Inc. January 2013 - November 2014
William O'Neil + Co. Inc. September 2010 - January 2013
William O'Neil + Co. Inc. June 2008 - September 2010
FFC Capital Management September 2007 - May 2008
Skills
Financial Analysis, Equities, Investments, Equity Research, Financial Modeling, Data Analysis, Analytics, Management, Economics, Finance, Process Improvement, Analysis, Business Analysis, Research, Strategy
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BS, Finance, Accounting
City National Rochdale November 2014 - Present
William O'Neil + Co. Inc. January 2013 - November 2014
William O'Neil + Co. Inc. September 2010 - January 2013
William O'Neil + Co. Inc. June 2008 - September 2010
FFC Capital Management September 2007 - May 2008
Skills
Financial Analysis, Equities, Investments, Equity Research, Financial Modeling, Data Analysis, Analytics, Management, Economics, Finance, Process Improvement, Analysis, Business Analysis, Research, Strategy
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BS, Finance, Accounting
Frank Reed Frank Reed's William O'Neil + Co. Inc. Experience July 2008 - Present
Job Sr. Business Analyst at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. July 2008 - Present
William O'Neil + Co. Inc. February 2000 - July 2008
William O'Neil + Co. Inc. April 1997 - February 2000
South Coast Title Company October 1996 - April 1997
Lawyer's Title Company February 1992 - September 1996
California State World Trade Commission, Office of Export Development December 1989 - January 1992
American Marketing Association, CSULB Chapter June 1990 - June 1991
Skills
Business Analysis, Requirements Analysis, Project Management, Concept Design, User Experience Design, Product Development, Mobile Applications, iOS development, iPad Application..., iPhone Application..., Software Development, Agile & Waterfall...
Education
California State University-Long Beach 1991 — 1996
MBA, Finance
California State University-Long Beach 1987 — 1991
BS, Finance
William O'Neil + Co. Inc. July 2008 - Present
William O'Neil + Co. Inc. February 2000 - July 2008
William O'Neil + Co. Inc. April 1997 - February 2000
South Coast Title Company October 1996 - April 1997
Lawyer's Title Company February 1992 - September 1996
California State World Trade Commission, Office of Export Development December 1989 - January 1992
American Marketing Association, CSULB Chapter June 1990 - June 1991
Skills
Business Analysis, Requirements Analysis, Project Management, Concept Design, User Experience Design, Product Development, Mobile Applications, iOS development, iPad Application..., iPhone Application..., Software Development, Agile & Waterfall...
Education
California State University-Long Beach 1991 — 1996
MBA, Finance
California State University-Long Beach 1987 — 1991
BS, Finance
Abbasali Syed, PMP Abbasali Syed, PMP's William O'Neil + Co. Inc. Experience November 2010 - April 2011
Job
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2014 - Present
Cognizant Technology Solutions April 2011 - June 2014
William O'Neil + Co. Inc. November 2010 - April 2011
Electronic Data Systems April 2003 - January 2008
Skills
Business Analysis, PMP, SDLC, Process Improvement, Team Management, Visio, Agile Project Management, Consulting, Management, Project Management, Risk Management, Service Delivery, ITIL, Technical Writing, TQM, Integration, Leadership, IT Service Management, Operations Management, Requirements Analysis, IT Strategy, Requirements Gathering, Business Process, Vendor Relationships, Manage Client..., Customer Retention, Digital Asset Management, Data Migration, Program Management, Account Management, Vendor Management, Management Consulting, Change Management, Project Delivery, Software Project..., Business Process...
Education
Eastern Illinois University 2008 — 2010
MBA, Applied General Management and Finance
Pacific Lutheran University - School of Business
University of Mumbai
Bachelor of Science, Physics
Cognizant Technology Solutions July 2014 - Present
Cognizant Technology Solutions April 2011 - June 2014
William O'Neil + Co. Inc. November 2010 - April 2011
Electronic Data Systems April 2003 - January 2008
Skills
Business Analysis, PMP, SDLC, Process Improvement, Team Management, Visio, Agile Project Management, Consulting, Management, Project Management, Risk Management, Service Delivery, ITIL, Technical Writing, TQM, Integration, Leadership, IT Service Management, Operations Management, Requirements Analysis, IT Strategy, Requirements Gathering, Business Process, Vendor Relationships, Manage Client..., Customer Retention, Digital Asset Management, Data Migration, Program Management, Account Management, Vendor Management, Management Consulting, Change Management, Project Delivery, Software Project..., Business Process...
Education
Eastern Illinois University 2008 — 2010
MBA, Applied General Management and Finance
Pacific Lutheran University - School of Business
University of Mumbai
Bachelor of Science, Physics
Tianjiao Wei's William O'Neil + Co. Inc. Experience February 2013 - Present
Job Market Research Analyst at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. February 2013 - Present
William O'Neil + Co. Inc. June 2012 - December 2012
Loyola Marymount University August 2010 - December 2012
LMU MBA Office December 2011 - June 2012
LMU MBA Career Services/MBA Alumni Association April 2011 - June 2012
Skills
Data Analysis, Excel, Social Media, Research, Microsoft Office, PowerPoint, Access, Outlook, Word, Photoshop, Mac, Microsoft Excel, Project Management, Marketing, Analysis, Social Networking, Microsoft Word
Education
Loyola Marymount University 2010 — 2012
Graduate, MBA
North China University of Technology 2006 — 2010
BS in Engineering, Industrial Design
William O'Neil + Co. Inc. February 2013 - Present
William O'Neil + Co. Inc. June 2012 - December 2012
Loyola Marymount University August 2010 - December 2012
LMU MBA Office December 2011 - June 2012
LMU MBA Career Services/MBA Alumni Association April 2011 - June 2012
Skills
Data Analysis, Excel, Social Media, Research, Microsoft Office, PowerPoint, Access, Outlook, Word, Photoshop, Mac, Microsoft Excel, Project Management, Marketing, Analysis, Social Networking, Microsoft Word
Education
Loyola Marymount University 2010 — 2012
Graduate, MBA
North China University of Technology 2006 — 2010
BS in Engineering, Industrial Design
Paul Hoang Paul Hoang's William O'Neil + Co. Inc. Experience July 1988 - September 1990
Job Sr. A/P Assistant at PVH Inc
Industry Apparel & Fashion
Experience
PVH March 1998 - Present
Eton Derma Laboratories, Inc May 1992 - March 1998
William O'Neil + Co. Inc. July 1988 - September 1990
Skills
Microsoft Office, Accounts Payable, Microsoft Excel, Accounting, Accounts Receivable, Customer Service, Microsoft Word, QuickBooks, Analysis, Financial Reporting, Inventory Management, Accruals, Lotus Notes, PowerPoint, Management
Education
Santa Monica College 1992 — 1994
Associate of Arts (AA), Business Administration / Accounting
University of California, Los Angeles 1985 — 1991
Civil Engineering
PVH March 1998 - Present
Eton Derma Laboratories, Inc May 1992 - March 1998
William O'Neil + Co. Inc. July 1988 - September 1990
Skills
Microsoft Office, Accounts Payable, Microsoft Excel, Accounting, Accounts Receivable, Customer Service, Microsoft Word, QuickBooks, Analysis, Financial Reporting, Inventory Management, Accruals, Lotus Notes, PowerPoint, Management
Education
Santa Monica College 1992 — 1994
Associate of Arts (AA), Business Administration / Accounting
University of California, Los Angeles 1985 — 1991
Civil Engineering
Gil Morales Gil Morales's William O'Neil + Co. Inc. Experience November 1997 - October 2005
Job Proprietary Trader, Investment Author, Managing Director and Principal MoKa Investors, LLC
Industry Investment Management
Experience
Virtue of Selfish Investing, LLC August 2011 - Present
MoKa Investors, LLC October 2009 - Present
Gil Morales & Company, LLC April 2007 - Present
G Morales, LLC November 2005 - Present
William O'Neil + Co. Inc. November 1997 - October 2005
Paine Webber July 1994 - October 1997
Merrill Lynch June 1991 - June 1994
Skills
Securities, Investment Advisory, Investments, Stocks, Trading, Equities, Technical Analysis, Investment Strategies, Financial Markets, Alternative Investments, Asset Management, Series 7, Mutual Funds, Portfolio Management, Retirement Planning, Series 63
Education
Stanford University 1977 — 1981
Bachelor of Arts, Economics
Virtue of Selfish Investing, LLC August 2011 - Present
MoKa Investors, LLC October 2009 - Present
Gil Morales & Company, LLC April 2007 - Present
G Morales, LLC November 2005 - Present
William O'Neil + Co. Inc. November 1997 - October 2005
Paine Webber July 1994 - October 1997
Merrill Lynch June 1991 - June 1994
Skills
Securities, Investment Advisory, Investments, Stocks, Trading, Equities, Technical Analysis, Investment Strategies, Financial Markets, Alternative Investments, Asset Management, Series 7, Mutual Funds, Portfolio Management, Retirement Planning, Series 63
Education
Stanford University 1977 — 1981
Bachelor of Arts, Economics
Divyesh Patel Divyesh Patel's William O'Neil + Co. Inc. Experience July 2010 - July 2012
Job Associate Treasury Manager at The Dow Chemical Company
Industry Investment Management
Experience
The Dow Chemical Company June 2014 - Present
Edible Haven, LLC August 2010 - Present
Patel Enterprise August 2008 - June 2014
The Dow Chemical Company May 2013 - August 2013
William O'Neil + Co. Inc. July 2010 - July 2012
William O'Neil + Co. Inc. July 2008 - July 2010
S Squared Technology, LLC January 2008 - March 2008
Skills
Valuation, Equity Research, Finance, Portfolio Management, Investments, Financial Analysis, Financial Modeling, Leadership, Strategy, Due Diligence, Corporate Finance, Banking, Bloomberg, Derivatives, Management, Customer Service, Financial Statement..., Accounting, DCF, Equities, Teamwork, Data Analysis, Risk Management, Alternative Investments, Entrepreneurship, Business Development, Financial Reporting, Capital IQ, Thomson One Analytics, ProQuest
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Economics, Investment Strategy, Organizational Behavior, Quantitative Analysis
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration - Finance
The Dow Chemical Company June 2014 - Present
Edible Haven, LLC August 2010 - Present
Patel Enterprise August 2008 - June 2014
The Dow Chemical Company May 2013 - August 2013
William O'Neil + Co. Inc. July 2010 - July 2012
William O'Neil + Co. Inc. July 2008 - July 2010
S Squared Technology, LLC January 2008 - March 2008
Skills
Valuation, Equity Research, Finance, Portfolio Management, Investments, Financial Analysis, Financial Modeling, Leadership, Strategy, Due Diligence, Corporate Finance, Banking, Bloomberg, Derivatives, Management, Customer Service, Financial Statement..., Accounting, DCF, Equities, Teamwork, Data Analysis, Risk Management, Alternative Investments, Entrepreneurship, Business Development, Financial Reporting, Capital IQ, Thomson One Analytics, ProQuest
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Economics, Investment Strategy, Organizational Behavior, Quantitative Analysis
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration - Finance
Troy Dove Troy Dove's William O'Neil + Co. Inc. Experience February 2006 - June 2009
Job CEO and Founder of Harvestor Investments, LLC
Industry Financial Services
Experience
Harvestor Investments, LLC October 2011 - Present
CT Group March 2011 - October 2011
Merit Financial July 2009 - March 2011
William O'Neil + Co. Inc. February 2006 - June 2009
Storactive Inc. January 2004 - January 2006
Sole Proprietorship March 2002 - January 2004
Sharkeez, Incorporated August 1998 - September 2002
Skills
Equities, Commodity, Derivatives, Foreign Exchange, Stocks, Trading, Portfolio Management, Market Data, Fixed Income, Hedge Funds, Financial Analysis, Valuation, Securities, Investments, Financial Modeling, Business Strategy
Education
California State University-Long Beach - College of Business Administration 2007 — 2010
MBA, Finance
Wall Street Prep 2008 — 2008
Certification in Financial and Valuation Modeling, Financial Modeling
California State University-Long Beach 2001 — 2003
B.A., Journalism, English Minor
El Camino College 1999 — 2001
A.A., Journalism, General Media
J. Sargeant Reynolds College 1993 — 1996
A.S., Computer Science
Harvestor Investments, LLC October 2011 - Present
CT Group March 2011 - October 2011
Merit Financial July 2009 - March 2011
William O'Neil + Co. Inc. February 2006 - June 2009
Storactive Inc. January 2004 - January 2006
Sole Proprietorship March 2002 - January 2004
Sharkeez, Incorporated August 1998 - September 2002
Skills
Equities, Commodity, Derivatives, Foreign Exchange, Stocks, Trading, Portfolio Management, Market Data, Fixed Income, Hedge Funds, Financial Analysis, Valuation, Securities, Investments, Financial Modeling, Business Strategy
Education
California State University-Long Beach - College of Business Administration 2007 — 2010
MBA, Finance
Wall Street Prep 2008 — 2008
Certification in Financial and Valuation Modeling, Financial Modeling
California State University-Long Beach 2001 — 2003
B.A., Journalism, English Minor
El Camino College 1999 — 2001
A.A., Journalism, General Media
J. Sargeant Reynolds College 1993 — 1996
A.S., Computer Science
Buddy Kitselman Buddy Kitselman's William O'Neil + Co. Inc. Experience July 2010 - January 2012
Job Senior Associate at Booz Allen Hamilton
Industry Financial Services
Experience
Booz Allen Hamilton January 2015 - Present
NASDAQ OMX July 2012 - January 2015
William O'Neil + Co. Inc. July 2010 - January 2012
Gartner July 2008 - July 2010
Thomson Reuters August 2002 - June 2008
Legg Mason January 2002 - August 2002
Wells Fargo Advisors September 1998 - January 2002
Skills
Account Management, Business Development, Salesforce.com, New Business Development, Relationship Management, Financial Services, Solution Selling, CRM
Education
Lynchburg College 1995 — 1998
BA, Marketing
Greenwich High School 1991 — 1994
Booz Allen Hamilton January 2015 - Present
NASDAQ OMX July 2012 - January 2015
William O'Neil + Co. Inc. July 2010 - January 2012
Gartner July 2008 - July 2010
Thomson Reuters August 2002 - June 2008
Legg Mason January 2002 - August 2002
Wells Fargo Advisors September 1998 - January 2002
Skills
Account Management, Business Development, Salesforce.com, New Business Development, Relationship Management, Financial Services, Solution Selling, CRM
Education
Lynchburg College 1995 — 1998
BA, Marketing
Greenwich High School 1991 — 1994
Steve Hu, ASA, CFA Steve Hu, ASA, CFA's William O'Neil + Co. Inc. Experience 1998 - 2000
Job Senior Manager at BDO Consulting, a division of BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors January 2010 - November 2014
RSM McGladrey 2007 - 2009
FMV Opinions 2006 - 2007
Higgins, Marcus & Lovett 2000 - 2006
William O'Neil + Co. Inc. 1998 - 2000
Skills
Business Valuation, Financial Modeling, Valuation, Management, Due Diligence, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Finance, Investment Banking, Sarbanes-Oxley Act, Accounting
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of California, Irvine
BS
BDO USA, LLP December 2014 - Present
UHY Advisors January 2010 - November 2014
RSM McGladrey 2007 - 2009
FMV Opinions 2006 - 2007
Higgins, Marcus & Lovett 2000 - 2006
William O'Neil + Co. Inc. 1998 - 2000
Skills
Business Valuation, Financial Modeling, Valuation, Management, Due Diligence, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Finance, Investment Banking, Sarbanes-Oxley Act, Accounting
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of California, Irvine
BS
Veasna Pors Veasna Pors's William O'Neil + Co. Inc. Experience March 2008 - February 2012
Job Payroll Coordinator at CashCall, Inc.
Industry Financial Services
Experience
Silverado Care October 2015 - Present
CashCall, Inc. August 2012 - September 2015
William O'Neil + Co. Inc. March 2008 - February 2012
Murray Company January 2005 - December 2007
Skills
Accounting, Data Analysis, Financial Analysis, Microsoft Excel, General Ledger, Microsoft Office, Customer Service, ADP Payroll, ADP HRB, HRIS, Microsoft Word, PowerPoint, Data Entry, Time Clocks, ADP ezLaborManager, Analysis Reports, PeopleSoft, Financial Reporting, Strategic Planning, ADP ReportSmith, eTime, Ultipro, California Labor Law, Strategic Human..., I-9 Compliance, Payroll Services, Payroll, Paychex, ADP editor
Education
California State University-Fullerton 2008 — 2008
Certificate, Human Resources Management, 3.8 GPA
California State University-Dominguez Hills 2004 — 2006
Bachelor of Science (B.S.), Business/Marketing
Long Beach City College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Business Administration
Silverado Care October 2015 - Present
CashCall, Inc. August 2012 - September 2015
William O'Neil + Co. Inc. March 2008 - February 2012
Murray Company January 2005 - December 2007
Skills
Accounting, Data Analysis, Financial Analysis, Microsoft Excel, General Ledger, Microsoft Office, Customer Service, ADP Payroll, ADP HRB, HRIS, Microsoft Word, PowerPoint, Data Entry, Time Clocks, ADP ezLaborManager, Analysis Reports, PeopleSoft, Financial Reporting, Strategic Planning, ADP ReportSmith, eTime, Ultipro, California Labor Law, Strategic Human..., I-9 Compliance, Payroll Services, Payroll, Paychex, ADP editor
Education
California State University-Fullerton 2008 — 2008
Certificate, Human Resources Management, 3.8 GPA
California State University-Dominguez Hills 2004 — 2006
Bachelor of Science (B.S.), Business/Marketing
Long Beach City College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Business Administration
Eric Andriesen's William O'Neil + Co. Inc. Experience April 2013 - February 2014
Job Sr. Security Architect at Toyota USA
Industry Information Technology and Services
Experience
William O'Neil + Co. Inc. April 2013 - February 2014
QTC. Inc. - A Lockheed Martin Company September 2012 - March 2013
Christie Digital Systems August 2010 - September 2011
Coalfire Systems, Inc. October 2007 - March 2009
LINK Conference Service December 2007 - October 2008
IdentityMine, Inc July 2007 - July 2008
VECA Electric October 2000 - February 2006
Skills
Windows, Microsoft SQL Server, Project Management, JavaScript, Cloud Computing, .NET, Network Security, Web Applications, SQL, ASP.NET, SharePoint, Web Development, Oracle, Business Analysis, IIS, Integration, Databases, Requirements Analysis, Web Services, Visio, IT Management, SDLC, PCI DSS, Architecture, Enterprise Architecture, Disaster Recovery, Business Intelligence, TFS, Data Center, Virtualization, Information Security, VMware, Mobile Applications, Information Security..., Data Security, Active Directory, IT Operations, Security Awareness, Servers, Security Audits, SAN, Vulnerability Assessment, Security, Vulnerability Management, Infrastructure, Security Architecture..., Computer Security, Payment Industry, Network Architecture, Storage Area Networks
Education
Coleman College 1990 — 1992
Ficky off
William O'Neil + Co. Inc. April 2013 - February 2014
QTC. Inc. - A Lockheed Martin Company September 2012 - March 2013
Christie Digital Systems August 2010 - September 2011
Coalfire Systems, Inc. October 2007 - March 2009
LINK Conference Service December 2007 - October 2008
IdentityMine, Inc July 2007 - July 2008
VECA Electric October 2000 - February 2006
Skills
Windows, Microsoft SQL Server, Project Management, JavaScript, Cloud Computing, .NET, Network Security, Web Applications, SQL, ASP.NET, SharePoint, Web Development, Oracle, Business Analysis, IIS, Integration, Databases, Requirements Analysis, Web Services, Visio, IT Management, SDLC, PCI DSS, Architecture, Enterprise Architecture, Disaster Recovery, Business Intelligence, TFS, Data Center, Virtualization, Information Security, VMware, Mobile Applications, Information Security..., Data Security, Active Directory, IT Operations, Security Awareness, Servers, Security Audits, SAN, Vulnerability Assessment, Security, Vulnerability Management, Infrastructure, Security Architecture..., Computer Security, Payment Industry, Network Architecture, Storage Area Networks
Education
Coleman College 1990 — 1992
Ficky off
Elaine Ketchmere's William O'Neil + Co. Inc. Experience May 1999 - May 2005
Job Partner at Compass Investor Relations LLC
Industry Public Relations and Communications
Experience
Compass Investor Relations LLC July 2013 - Present
CCG Investor Relations December 2010 - June 2013
CCG Investor Relations May 2005 - December 2010
William O'Neil + Co. Inc. May 1999 - May 2005
William O'Neil + Co. Inc. June 1997 - May 1999
T Rowe Price September 1992 - June 1995
Skills
Capital Markets, Investments, Investor Relations, Finance, Equity Research, Financial Services, IPO, Financial Modeling, Equities, Corporate Communications, Due Diligence, Valuation, Financial Analysis, Strategic Communications, Asset Management, Press Releases, SEC filings, Business Development, Strategy, Management, Business Strategy, Mergers & Acquisitions, Private Equity, Corporate Governance, Corporate Finance, Emerging Markets, Securities, Alternative Investments
Education
Loyola Marymount University, College of Business Administration 1995 — 1997
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1992
BA, Finance
Compass Investor Relations LLC July 2013 - Present
CCG Investor Relations December 2010 - June 2013
CCG Investor Relations May 2005 - December 2010
William O'Neil + Co. Inc. May 1999 - May 2005
William O'Neil + Co. Inc. June 1997 - May 1999
T Rowe Price September 1992 - June 1995
Skills
Capital Markets, Investments, Investor Relations, Finance, Equity Research, Financial Services, IPO, Financial Modeling, Equities, Corporate Communications, Due Diligence, Valuation, Financial Analysis, Strategic Communications, Asset Management, Press Releases, SEC filings, Business Development, Strategy, Management, Business Strategy, Mergers & Acquisitions, Private Equity, Corporate Governance, Corporate Finance, Emerging Markets, Securities, Alternative Investments
Education
Loyola Marymount University, College of Business Administration 1995 — 1997
MBA, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1992
BA, Finance
Bernie Jimenez Bernie Jimenez's William O'Neil + Co. Inc. Experience July 2007 - May 2012
Job Network/Systems Manager at Spectrum Group International
Industry Information Technology and Services
Experience
Spectrum Group International May 2012 - Present
William O'Neil + Co. Inc. July 2007 - May 2012
Village Marine Tec. Parker Hannifin July 2003 - January 2009
Teledyne March 2004 - July 2007
Ingersoll Rand Security Technologies January 2000 - May 2003
Skills
Windows, Microsoft SQL Server, Cisco IOS, Servers, Security, Storage, Active Directory, SQL, IIS, DNS, Networking, Business Analysis, Databases, Visio, Windows Server, VMware, Enterprise Software, Integration, TCP/IP, Virtualization, Linux, Data Center, Software Development
Education
CETYS Universidad 1996 — 2001
Bachelor's degree, Computer Systems Networking and Telecommunications
Spectrum Group International May 2012 - Present
William O'Neil + Co. Inc. July 2007 - May 2012
Village Marine Tec. Parker Hannifin July 2003 - January 2009
Teledyne March 2004 - July 2007
Ingersoll Rand Security Technologies January 2000 - May 2003
Skills
Windows, Microsoft SQL Server, Cisco IOS, Servers, Security, Storage, Active Directory, SQL, IIS, DNS, Networking, Business Analysis, Databases, Visio, Windows Server, VMware, Enterprise Software, Integration, TCP/IP, Virtualization, Linux, Data Center, Software Development
Education
CETYS Universidad 1996 — 2001
Bachelor's degree, Computer Systems Networking and Telecommunications
Virginia Lee's William O'Neil + Co. Inc. Experience March 2015 - Present
Job Product and Business Analysis
Industry Information Technology and Services
Experience
William O'Neil + Co. Inc. March 2015 - Present
Speek March 2012 - March 2015
The College Board August 2011 - March 2012
vamonster web design April 2010 - August 2011
DC 101 November 2007 - April 2011
Booz Allen Hamilton July 2007 - April 2010
Skills
Start-ups, Business Analysis, Product Management, Analysis, Management, Requirements Analysis, Program Management, Project Management, Government, Product Marketing, Business Process..., CRM, User Acceptance Testing, Consulting, SaaS, Entrepreneurship, Government Contracting, Software Documentation, Strategy, Lean Startup, Analytics, Business Development, Competitive Analysis, Requirements Gathering, Customer Service, Social Media, Web Design, Customer Insight, Documentation, Technical Writing, Copywriting, Copy Editing
Education
James Madison University 2000 — 2007
BA, History
William O'Neil + Co. Inc. March 2015 - Present
Speek March 2012 - March 2015
The College Board August 2011 - March 2012
vamonster web design April 2010 - August 2011
DC 101 November 2007 - April 2011
Booz Allen Hamilton July 2007 - April 2010
Skills
Start-ups, Business Analysis, Product Management, Analysis, Management, Requirements Analysis, Program Management, Project Management, Government, Product Marketing, Business Process..., CRM, User Acceptance Testing, Consulting, SaaS, Entrepreneurship, Government Contracting, Software Documentation, Strategy, Lean Startup, Analytics, Business Development, Competitive Analysis, Requirements Gathering, Customer Service, Social Media, Web Design, Customer Insight, Documentation, Technical Writing, Copywriting, Copy Editing
Education
James Madison University 2000 — 2007
BA, History
Kevin Beadles Kevin Beadles's William O'Neil + Co. Inc. Experience January 2014 - June 2015
Job Director Strategic Development at O'Shares Investments
Industry Financial Services
Experience
O'Shares Investments July 2015 - Present
William O'Neil + Co. Inc. January 2014 - June 2015
Lime Brokerage, a subsidiary of Wedbush Inc. June 2011 - December 2013
Wedbush Securities and Lime Brokerage,a subsidiary of Wedbush July 2004 - December 2013
Roth Capital Partners January 2000 - June 2002
JB Oxford September 1992 - July 2000
Bank of America May 1990 - August 1992
Skills
Capital Markets, Hedge Funds, Equity Trading, Trading, Equities, Investment Banking, Financial Markets, Risk Management, Electronic Trading, Series 7, Product Management, Fixed Income, Series 63, Trading Systems, Securities, Options, Bloomberg, Derivatives, Proprietary Trading, Equity Derivatives, Exchange Connectivity, Trading Strategies, Team Leadership, Relationship Management, Networking, Connectivity, Team Management, Backtesting, Network Design, Futures, Strategy, Proprietary Software, Simulations
Education
University of Arizona 1986 — 1988
O'Shares Investments July 2015 - Present
William O'Neil + Co. Inc. January 2014 - June 2015
Lime Brokerage, a subsidiary of Wedbush Inc. June 2011 - December 2013
Wedbush Securities and Lime Brokerage,a subsidiary of Wedbush July 2004 - December 2013
Roth Capital Partners January 2000 - June 2002
JB Oxford September 1992 - July 2000
Bank of America May 1990 - August 1992
Skills
Capital Markets, Hedge Funds, Equity Trading, Trading, Equities, Investment Banking, Financial Markets, Risk Management, Electronic Trading, Series 7, Product Management, Fixed Income, Series 63, Trading Systems, Securities, Options, Bloomberg, Derivatives, Proprietary Trading, Equity Derivatives, Exchange Connectivity, Trading Strategies, Team Leadership, Relationship Management, Networking, Connectivity, Team Management, Backtesting, Network Design, Futures, Strategy, Proprietary Software, Simulations
Education
University of Arizona 1986 — 1988
Andy Yin, CFA Andy Yin, CFA's William O'Neil + Co. Inc. Experience August 2005 - June 2006
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors March 2013 - January 2015
PIMCO January 2013 - February 2013
PIMCO January 2012 - December 2012
PIMCO January 2011 - December 2011
PIMCO January 2009 - December 2010
PIMCO April 2008 - December 2008
Bank of America August 2007 - April 2008
OneWest Bank June 2006 - August 2007
William O'Neil + Co. Inc. August 2005 - June 2006
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, Riverside 2001 — 2005
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors March 2013 - January 2015
PIMCO January 2013 - February 2013
PIMCO January 2012 - December 2012
PIMCO January 2011 - December 2011
PIMCO January 2009 - December 2010
PIMCO April 2008 - December 2008
Bank of America August 2007 - April 2008
OneWest Bank June 2006 - August 2007
William O'Neil + Co. Inc. August 2005 - June 2006
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, Riverside 2001 — 2005
Amit Masaun's William O'Neil + Co. Inc. Experience March 2015 - June 2015
Job Technolgy @ ventureLab
Industry Computer Software
Experience
ventureLab Growth Partners June 2015 - Present
William O'Neil + Co. Inc. March 2015 - June 2015
Investor's Business Daily March 2012 - March 2015
YooMii September 2012 - October 2014
ContactComplete April 2010 - June 2012
Investors Business Daily March 2007 - April 2010
FatTail March 2002 - February 2007
OpenTable.com 1999 - 2001
Skills
Agile Methodologies, User Experience, Software Development, SQL, Java, Start-ups, Web Analytics, Product Management, Mobile Devices, SaaS, .NET, XML, JavaScript, C#, Analytics, ASP.NET, E-commerce, Business Development, Web Development, Mobile Applications, SEM, Microsoft SQL Server, Strategic Partnerships, Python, Web Applications, Business Intelligence, Agile Project Management, CMS, Cloud Computing, Entrepreneurship, SEO, Scrum, Software Engineering, User Interface Design, Web Services, jQuery
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BA, Economics
ventureLab Growth Partners June 2015 - Present
William O'Neil + Co. Inc. March 2015 - June 2015
Investor's Business Daily March 2012 - March 2015
YooMii September 2012 - October 2014
ContactComplete April 2010 - June 2012
Investors Business Daily March 2007 - April 2010
FatTail March 2002 - February 2007
OpenTable.com 1999 - 2001
Skills
Agile Methodologies, User Experience, Software Development, SQL, Java, Start-ups, Web Analytics, Product Management, Mobile Devices, SaaS, .NET, XML, JavaScript, C#, Analytics, ASP.NET, E-commerce, Business Development, Web Development, Mobile Applications, SEM, Microsoft SQL Server, Strategic Partnerships, Python, Web Applications, Business Intelligence, Agile Project Management, CMS, Cloud Computing, Entrepreneurship, SEO, Scrum, Software Engineering, User Interface Design, Web Services, jQuery
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BA, Economics
Ashley Duff's William O'Neil + Co. Inc. Experience October 2005 - October 2006
Job Business Systems Analyst/Product Owner at P.F. Chang's China Bistro
Industry Restaurants
Experience
P.F. Chang's China Bistro April 2015 - Present
P.F. Chang's China Bistro March 2013 - April 2015
GoDaddy.com April 2012 - September 2012
TP Orthodontics September 2010 - June 2011
Enterprise Rent-A-Car April 2008 - September 2010
CVS Caremark Corporation August 2007 - January 2008
Calence LLC February 2007 - June 2007
William O'Neil + Co. Inc. October 2005 - October 2006
Chapman University January 2004 - December 2004
Skills
Marketing Strategy, Sales Management, Customer Satisfaction, Sales Operations, Sales, Management, Analysis, Pricing, Customer Service, Call Centers, Finance, Troubleshooting, Leadership, Time Management, CRM, Microsoft Excel, Microsoft Word, Windows, Microsoft Office
Education
Chapman University 2003 — 2005
Bachelor of Science, Computer Information Systems
University of Arizona 2001 — 2003
Classical Civilization
P.F. Chang's China Bistro April 2015 - Present
P.F. Chang's China Bistro March 2013 - April 2015
GoDaddy.com April 2012 - September 2012
TP Orthodontics September 2010 - June 2011
Enterprise Rent-A-Car April 2008 - September 2010
CVS Caremark Corporation August 2007 - January 2008
Calence LLC February 2007 - June 2007
William O'Neil + Co. Inc. October 2005 - October 2006
Chapman University January 2004 - December 2004
Skills
Marketing Strategy, Sales Management, Customer Satisfaction, Sales Operations, Sales, Management, Analysis, Pricing, Customer Service, Call Centers, Finance, Troubleshooting, Leadership, Time Management, CRM, Microsoft Excel, Microsoft Word, Windows, Microsoft Office
Education
Chapman University 2003 — 2005
Bachelor of Science, Computer Information Systems
University of Arizona 2001 — 2003
Classical Civilization
Jeremy Piques Jeremy Piques's William O'Neil + Co. Inc. Experience June 2010 - February 2015
Job Equity Research and Marketing Professional
Industry Financial Services
Experience
Hedge Fund Startup / Equity Research Professional February 2015 - Present
William O'Neil + Co. Inc. June 2010 - February 2015
Investor's Business Daily April 2005 - June 2010
William O'Neil + Co. Inc. September 1999 - April 2005
Skills
Business Analysis, SDLC, Requirements Analysis, Business Intelligence, Agile Methodologies, Data Warehousing, Financial Modeling, Analytics, Equities, Data Modeling, Enterprise Architecture, Investments, Portfolio Management, Bloomberg, Hedge Funds, Capital Markets, Data Analysis, Equity Research, Customer Service, Strategy, Trading, Valuation
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Hedge Fund Startup / Equity Research Professional February 2015 - Present
William O'Neil + Co. Inc. June 2010 - February 2015
Investor's Business Daily April 2005 - June 2010
William O'Neil + Co. Inc. September 1999 - April 2005
Skills
Business Analysis, SDLC, Requirements Analysis, Business Intelligence, Agile Methodologies, Data Warehousing, Financial Modeling, Analytics, Equities, Data Modeling, Enterprise Architecture, Investments, Portfolio Management, Bloomberg, Hedge Funds, Capital Markets, Data Analysis, Equity Research, Customer Service, Strategy, Trading, Valuation
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Luis Ruelas Luis Ruelas's William O'Neil + Co. Inc. Experience January 2014 - September 2015
Job Senior Equity Analyst with over 15 years in the financial industry.
Industry Financial Services
Experience
Seeking New Opportunity September 2015 - Present
William O'Neil + Co. Inc. January 2014 - September 2015
William O'Neil + Co. Inc. March 2000 - January 2014
Skills
Bloomberg, Equity Research, Investments, Equities, Valuation, Hedge Funds, Capital Markets, Corporate Finance, Portfolio Management, Financial Modeling, Financial Analysis, Analysis, Data Analysis, Finance
Education
University of California, Los Angeles 2003 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics
Woodland Senior High School
Seeking New Opportunity September 2015 - Present
William O'Neil + Co. Inc. January 2014 - September 2015
William O'Neil + Co. Inc. March 2000 - January 2014
Skills
Bloomberg, Equity Research, Investments, Equities, Valuation, Hedge Funds, Capital Markets, Corporate Finance, Portfolio Management, Financial Modeling, Financial Analysis, Analysis, Data Analysis, Finance
Education
University of California, Los Angeles 2003 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics
Woodland Senior High School
Greg Perona Greg Perona's William O'Neil + Co. Inc. Experience June 2015 - Present
Job William O'Neil + Co.
Industry Accounting
Experience
William O'Neil + Co. Inc. June 2015 - Present
Nadex March 2015 - May 2015
Stone Grove Guitar February 2015 - May 2015
MLK Partners September 2014 - May 2015
Loop Paper Recycling/Memphis Recycling Services April 2013 - September 2014
Pillars August 2012 - March 2013
Shepard Schwartz & Harris LLP January 2012 - July 2012
Chicago Lakefront Soccer Club July 2011 - January 2012
Chicago Boxing Club January 2009 - February 2011
Skills
Preparation, Tax Preparation, Accounting, Financial Statements, QuickBooks, General Ledger
Education
DePaul University 2007 — 2011
Bachelor of Science, Accounting and Business Administration
William O'Neil + Co. Inc. June 2015 - Present
Nadex March 2015 - May 2015
Stone Grove Guitar February 2015 - May 2015
MLK Partners September 2014 - May 2015
Loop Paper Recycling/Memphis Recycling Services April 2013 - September 2014
Pillars August 2012 - March 2013
Shepard Schwartz & Harris LLP January 2012 - July 2012
Chicago Lakefront Soccer Club July 2011 - January 2012
Chicago Boxing Club January 2009 - February 2011
Skills
Preparation, Tax Preparation, Accounting, Financial Statements, QuickBooks, General Ledger
Education
DePaul University 2007 — 2011
Bachelor of Science, Accounting and Business Administration
Cornelio Ash Cornelio Ash's William O'Neil + Co. Inc. Experience May 2008 - Present
Job Equity Analyst /Strategist at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. May 2008 - Present
William O'Neil + Co. Inc. August 2011 - Present
Skills
Equity Research, Equities, Risk Management, Investment Advisory, Asset Management, Bloomberg
Education
California State University-Northridge
BS, Finance
William O'Neil + Co. Inc. May 2008 - Present
William O'Neil + Co. Inc. August 2011 - Present
Skills
Equity Research, Equities, Risk Management, Investment Advisory, Asset Management, Bloomberg
Education
California State University-Northridge
BS, Finance
Matthew Stidham Matthew Stidham's William O'Neil + Co. Inc. Experience June 2014 - July 2014
Job Owner/Operations Manager at Nutrition Zone
Industry Legal Services
Experience
Nutrition Zone June 2015 - Present
US Attorneys Office District of Columbia June 2015 - August 2015
William O'Neil + Co. Inc. June 2014 - July 2014
Luvalle Commons Store, ASUCLA September 2013 - June 2014
Skills
Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Sales
Education
Pepperdine University School of Law 2014 — 2017
University of California, Los Angeles 2012 — 2014
BS, History
Nutrition Zone June 2015 - Present
US Attorneys Office District of Columbia June 2015 - August 2015
William O'Neil + Co. Inc. June 2014 - July 2014
Luvalle Commons Store, ASUCLA September 2013 - June 2014
Skills
Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Sales
Education
Pepperdine University School of Law 2014 — 2017
University of California, Los Angeles 2012 — 2014
BS, History
Nick Palassis's William O'Neil + Co. Inc. Experience May 2014 - July 2014
Job Technology Coordinator at Cincinnati Public Schools
Industry Information Technology and Services
Experience
Cincinnati Public Schools August 2015 - Present
Self-Employed August 2014 - Present
William O'Neil + Co. Inc. May 2014 - July 2014
Kroger August 2013 - May 2014
Cornerstone Brands January 2012 - May 2012
St Dominic Church/school-Charity and Community Service May 2011 - August 2011
College of Mount St. Joseph April 2010 - August 2011
Skills
Object Oriented Systems, Visual Basic, Java, JavaScript, Ant, C++, HTML, HTML 5, SQL, VMware, Computer Hardware, Windows, Mac OS X, Linux, Network Administration, Cloud Computing, Teamwork, Communication, Leadership, SEO, OS X
Education
College of Mount St. Joseph 2008 — 2012
BS, Computer and Information Systems Security/Information Assurance
Cincinnati Public Schools August 2015 - Present
Self-Employed August 2014 - Present
William O'Neil + Co. Inc. May 2014 - July 2014
Kroger August 2013 - May 2014
Cornerstone Brands January 2012 - May 2012
St Dominic Church/school-Charity and Community Service May 2011 - August 2011
College of Mount St. Joseph April 2010 - August 2011
Skills
Object Oriented Systems, Visual Basic, Java, JavaScript, Ant, C++, HTML, HTML 5, SQL, VMware, Computer Hardware, Windows, Mac OS X, Linux, Network Administration, Cloud Computing, Teamwork, Communication, Leadership, SEO, OS X
Education
College of Mount St. Joseph 2008 — 2012
BS, Computer and Information Systems Security/Information Assurance
JF Boisvert JF Boisvert's William O'Neil + Co. Inc. Experience May 2010 - June 2011
Job Sr. User Experience Architect
Industry Computer Software
Experience
Rapid7 April 2015 - Present
Stock Circles Inc. March 2014 - Present
Mylife.com June 2011 - February 2014
William O'Neil + Co. Inc. May 2010 - June 2011
Desjardins General Insurance Group May 2009 - May 2010
Citysearch April 2008 - May 2009
Siderean Software June 2006 - February 2008
Walt Disney Internet Group September 2005 - June 2006
PacifiCare Health Systems September 2004 - September 2005
BXsystems June 2001 - September 2004
Skills
Information Architecture, User Experience, Interaction Design, User Interface Design, Usability Testing, Usability, User Research, User Interface, User Experience Design, Usability Engineering, CSS, Wireframes, Web Analytics, Agile Methodologies, User-centered Design, Creative Direction, Creative Strategy, Mobile Design, Web Design, SEO, Visual Design, Front-end, Mobile Applications, Art Direction, Web Applications, OmniGraffle, Wire Framing, Web 2.0, Rapid Prototyping, Heuristic Evaluation, E-commerce, Experience Design, XHTML, Persona, HTML 5, Accessibility, CMS, HTML5
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
Concordia University 1987 — 1991
BFA, Design Art
CEGEP Rivière Du Loup 1982 — 1987
Technical Degree: Graphic Design, Graphic Design
Rapid7 April 2015 - Present
Stock Circles Inc. March 2014 - Present
Mylife.com June 2011 - February 2014
William O'Neil + Co. Inc. May 2010 - June 2011
Desjardins General Insurance Group May 2009 - May 2010
Citysearch April 2008 - May 2009
Siderean Software June 2006 - February 2008
Walt Disney Internet Group September 2005 - June 2006
PacifiCare Health Systems September 2004 - September 2005
BXsystems June 2001 - September 2004
Skills
Information Architecture, User Experience, Interaction Design, User Interface Design, Usability Testing, Usability, User Research, User Interface, User Experience Design, Usability Engineering, CSS, Wireframes, Web Analytics, Agile Methodologies, User-centered Design, Creative Direction, Creative Strategy, Mobile Design, Web Design, SEO, Visual Design, Front-end, Mobile Applications, Art Direction, Web Applications, OmniGraffle, Wire Framing, Web 2.0, Rapid Prototyping, Heuristic Evaluation, E-commerce, Experience Design, XHTML, Persona, HTML 5, Accessibility, CMS, HTML5
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
Concordia University 1987 — 1991
BFA, Design Art
CEGEP Rivière Du Loup 1982 — 1987
Technical Degree: Graphic Design, Graphic Design
michael firman's William O'Neil + Co. Inc. Experience September 2015 - Present
Job UI Designer at William O'Neil + Co. Inc.
Industry Design
Experience
William O'Neil + Co. Inc. September 2015 - Present
Hyundai Capital America March 2014 - September 2015
Life Technologies December 2013 - January 2014
Alternative Technology Solutions August 2013 - September 2013
WPS: Unlocking Potential July 2011 - July 2013
Silny Beard April 2011 - December 2011
Firmm Design April 2009 - July 2011
Irvine Company April 2011 - June 2011
CDS Office Supply January 2011 - February 2011
Caliber Funding, LLC June 2010 - January 2011
Skills
Graphic Design, Brochures, Mac, Layout, Flash, Graphics, Art Direction, Direct Mail, Advertising, Adobe Creative Suite, Catalogs, Logo Design, Banners, Flyers, CSS, Packaging, Dreamweaver, Web Design, QuarkXPress, Menu Development, Creative Direction, Image Manipulation, Photoshop, Art, Wide Format Printing, Digital Photography, Mobile Applications, Mobile Design, Web Development, Web Applications, Web Content, Web Marketing, E-Learning, Email Marketing, Ebooks, Digital Marketing, Digital Media, Digital Printing, Digital Imaging, Corporate Identity
Education
Saddleback College 2009 — 2011
Certificate, Web Design
California State University-Fullerton 1992 — 1994
B.A, Graphic Design, Marketing, Photography
William O'Neil + Co. Inc. September 2015 - Present
Hyundai Capital America March 2014 - September 2015
Life Technologies December 2013 - January 2014
Alternative Technology Solutions August 2013 - September 2013
WPS: Unlocking Potential July 2011 - July 2013
Silny Beard April 2011 - December 2011
Firmm Design April 2009 - July 2011
Irvine Company April 2011 - June 2011
CDS Office Supply January 2011 - February 2011
Caliber Funding, LLC June 2010 - January 2011
Skills
Graphic Design, Brochures, Mac, Layout, Flash, Graphics, Art Direction, Direct Mail, Advertising, Adobe Creative Suite, Catalogs, Logo Design, Banners, Flyers, CSS, Packaging, Dreamweaver, Web Design, QuarkXPress, Menu Development, Creative Direction, Image Manipulation, Photoshop, Art, Wide Format Printing, Digital Photography, Mobile Applications, Mobile Design, Web Development, Web Applications, Web Content, Web Marketing, E-Learning, Email Marketing, Ebooks, Digital Marketing, Digital Media, Digital Printing, Digital Imaging, Corporate Identity
Education
Saddleback College 2009 — 2011
Certificate, Web Design
California State University-Fullerton 1992 — 1994
B.A, Graphic Design, Marketing, Photography
Shelby Yoshida Shelby Yoshida's William O'Neil + Co. Inc. Experience November 2014 - Present
Job Consultant at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. November 2014 - Present
College Library Instructional Computing Commons at UCLA September 2012 - August 2014
UCLA Psychology of Social Justice Lab October 2012 - June 2014
Swell October 2013 - January 2014
Skills
Microsoft Excel, SPSS, Microsoft Word, Analysis, Microsoft Office, Data Analysis, Leadership, Social Networking, Customer Service
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Psychology
William O'Neil + Co. Inc. November 2014 - Present
College Library Instructional Computing Commons at UCLA September 2012 - August 2014
UCLA Psychology of Social Justice Lab October 2012 - June 2014
Swell October 2013 - January 2014
Skills
Microsoft Excel, SPSS, Microsoft Word, Analysis, Microsoft Office, Data Analysis, Leadership, Social Networking, Customer Service
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Ryan Thill Ryan Thill's William O'Neil + Co. Inc. Experience November 2014 - March 2015
Job
Industry Information Technology and Services
Experience
Kforce Inc April 2015 - August 2015
William O'Neil + Co. Inc. November 2014 - March 2015
Antenna Plus May 2010 - June 2014
Temple Hill Entertainment February 2010 - May 2010
Lumension Security December 2007 - March 2008
eTelecare June 2006 - January 2007
Skills
Active Directory, Mac OS X Server, Mac OS, Windows 7, Windows Server, Microsoft Office, Telecommunications, Windows XP Pro, VoIP, Linux, Project Management, Troubleshooting, Final Cut Studio, Adobe Creative Suite, Terminal Operations, Wireless, Java, HTML 5, SQL, Cisco Technologies, IP, Business Analysis, Windows, Testing, Databases, Integration, Security
Education
Arizona State University 2004 — 2010
Bachelor of Arts
Kforce Inc April 2015 - August 2015
William O'Neil + Co. Inc. November 2014 - March 2015
Antenna Plus May 2010 - June 2014
Temple Hill Entertainment February 2010 - May 2010
Lumension Security December 2007 - March 2008
eTelecare June 2006 - January 2007
Skills
Active Directory, Mac OS X Server, Mac OS, Windows 7, Windows Server, Microsoft Office, Telecommunications, Windows XP Pro, VoIP, Linux, Project Management, Troubleshooting, Final Cut Studio, Adobe Creative Suite, Terminal Operations, Wireless, Java, HTML 5, SQL, Cisco Technologies, IP, Business Analysis, Windows, Testing, Databases, Integration, Security
Education
Arizona State University 2004 — 2010
Bachelor of Arts
David Chi David Chi's William O'Neil + Co. Inc. Experience December 2014 - Present
Job Systems Engineer at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. December 2014 - Present
MB Trading November 2009 - December 2014
California College of Music 2009 - 2009
GlobalVision Systems 2008 - 2009
Toyota 2005 - 2006
Skills
Information Technology, Cloud Computing, Windows, Linux, VMware, Networking, SQL, SAN, Trading Systems, Cisco Technologies, Security
Education
University of Michigan 2006 — 2008
Master of Science, information systems and technology
Northwood University 2004 — 2005
BA, management information systems/ management
St Mary's school
William O'Neil + Co. Inc. December 2014 - Present
MB Trading November 2009 - December 2014
California College of Music 2009 - 2009
GlobalVision Systems 2008 - 2009
Toyota 2005 - 2006
Skills
Information Technology, Cloud Computing, Windows, Linux, VMware, Networking, SQL, SAN, Trading Systems, Cisco Technologies, Security
Education
University of Michigan 2006 — 2008
Master of Science, information systems and technology
Northwood University 2004 — 2005
BA, management information systems/ management
St Mary's school
Priya Devaraj Priya Devaraj's William O'Neil + Co. Inc. Experience June 2010 - February 2011
Job Business Enablement through tactical Technology Solutions.
Industry Information Technology and Services
Experience
Bank Of America February 2011 - July 2013
William O'Neil + Co. Inc. June 2010 - February 2011
Live Nation March 2009 - April 2010
William Blair & Company May 2007 - October 2008
Travelport Inc. August 2006 - May 2007
Washington Mutual November 2001 - August 2006
RK Consulting, LLC February 1998 - August 2001
Krea Technology Pvt. Ltd. April 1996 - June 1997
Shapre' Systems Pvt. Ltd. March 1995 - March 1996
Skills
SDLC, SQL, Microsoft SQL Server, Program Management, Requirements Analysis, Integration, Management, Cross-functional Team..., Agile Methodologies, Databases, Oracle, Requirements Gathering, Project Management, Software Project..., .NET, Business Process, Data Warehousing, IT Strategy, Business Analysis, Vendor Management, Database Design, Software Documentation, Product Development, Analysis, SharePoint, Networking, Product Management, SSIS
Education
Bangalore University 1990 — 1994
Bachelor of Engineering, Computer Science
Bank Of America February 2011 - July 2013
William O'Neil + Co. Inc. June 2010 - February 2011
Live Nation March 2009 - April 2010
William Blair & Company May 2007 - October 2008
Travelport Inc. August 2006 - May 2007
Washington Mutual November 2001 - August 2006
RK Consulting, LLC February 1998 - August 2001
Krea Technology Pvt. Ltd. April 1996 - June 1997
Shapre' Systems Pvt. Ltd. March 1995 - March 1996
Skills
SDLC, SQL, Microsoft SQL Server, Program Management, Requirements Analysis, Integration, Management, Cross-functional Team..., Agile Methodologies, Databases, Oracle, Requirements Gathering, Project Management, Software Project..., .NET, Business Process, Data Warehousing, IT Strategy, Business Analysis, Vendor Management, Database Design, Software Documentation, Product Development, Analysis, SharePoint, Networking, Product Management, SSIS
Education
Bangalore University 1990 — 1994
Bachelor of Engineering, Computer Science
Jonathan Buickians-Sears Jonathan Buickians-Sears's William O'Neil + Co. Inc. Experience November 2010 - March 2011
Job Content Producer, lynda.com at LinkedIn
Industry Information Technology and Services
Experience
LinkedIn May 2015 - Present
HSL Editorial June 2008 - Present
lynda.com November 2012 - May 2015
Technology Unboxed March 2011 - November 2012
William O'Neil + Co. Inc. November 2010 - March 2011
Two Guys A Girl and a Production Company April 2010 - May 2010
Apple Retail April 2007 - March 2009
Broken Sole Productions January 2007 - March 2007
City Lights Pictures November 2006 - January 2007
City Lights Television July 2006 - November 2006
Skills
E-Learning, Producing, Team Leadership, Training, Content Management, Project Management, Product Management, Film, Post Production, User Experience, Editing, Motion Graphics, Software Training, Social Media, Mobile Applications, Film Production, OS X, Multimedia, Photography, Management
Education
Baylor University 2002 — 2006
BA, Film and Digital Media
LinkedIn May 2015 - Present
HSL Editorial June 2008 - Present
lynda.com November 2012 - May 2015
Technology Unboxed March 2011 - November 2012
William O'Neil + Co. Inc. November 2010 - March 2011
Two Guys A Girl and a Production Company April 2010 - May 2010
Apple Retail April 2007 - March 2009
Broken Sole Productions January 2007 - March 2007
City Lights Pictures November 2006 - January 2007
City Lights Television July 2006 - November 2006
Skills
E-Learning, Producing, Team Leadership, Training, Content Management, Project Management, Product Management, Film, Post Production, User Experience, Editing, Motion Graphics, Software Training, Social Media, Mobile Applications, Film Production, OS X, Multimedia, Photography, Management
Education
Baylor University 2002 — 2006
BA, Film and Digital Media
Dhyanan Shah Dhyanan Shah's William O'Neil + Co. Inc. Experience July 2004 - May 2006
Job Manager at Deloitte & Touche
Industry Financial Services
Experience
Deloitte Tax LLP June 2006 - Present
William O'Neil + Co. Inc. July 2004 - May 2006
Oppenheimer & Co June 2003 - July 2004
World Service Authority September 2002 - November 2002
Skills
Analysis, Finance, Business Development, Market Research, Investments, Tax, Research, PowerPoint, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Due Diligence, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (MBA)
WHU - Otto Beisheim Graduate School of Management 2013 — 2013
University of California, Los Angeles 2000 — 2004
BA, Economics
Deloitte Tax LLP June 2006 - Present
William O'Neil + Co. Inc. July 2004 - May 2006
Oppenheimer & Co June 2003 - July 2004
World Service Authority September 2002 - November 2002
Skills
Analysis, Finance, Business Development, Market Research, Investments, Tax, Research, PowerPoint, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Due Diligence, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (MBA)
WHU - Otto Beisheim Graduate School of Management 2013 — 2013
University of California, Los Angeles 2000 — 2004
BA, Economics
Bradley Damon's William O'Neil + Co. Inc. Experience January 2013 - June 2014
Job DirectorGartner Invest at Gartner
Industry Financial Services
Experience
Gartner June 2014 - Present
William O'Neil + Co. Inc. January 2013 - June 2014
Noble Financial August 2011 - December 2012
Sidoti & Company, LLC August 2004 - May 2011
Skills
Mutual Funds, Equities, Hedge Funds, Investments, Management, FINRA, Equity Research, Series 63, Due Diligence, Bloomberg, Capital Markets, Sales, Series 7, Valuation, Alternative Investments, Securities, Trading
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science in Business Administration, Operations Management
Gartner June 2014 - Present
William O'Neil + Co. Inc. January 2013 - June 2014
Noble Financial August 2011 - December 2012
Sidoti & Company, LLC August 2004 - May 2011
Skills
Mutual Funds, Equities, Hedge Funds, Investments, Management, FINRA, Equity Research, Series 63, Due Diligence, Bloomberg, Capital Markets, Sales, Series 7, Valuation, Alternative Investments, Securities, Trading
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science in Business Administration, Operations Management
Aileen Medina Aileen Medina's William O'Neil + Co. Inc. Experience August 2008 - Present
Job Sr. BA, Contracts, Market Data Coordinator at William O'Neil + Co
Industry Financial Services
Experience
William O'Neil + Co. Inc. August 2008 - Present
William O'Neil + Co. Inc. August 2007 - Present
DLX Plastering Inc. February 2008 - Present
William O'Neil + Co. Inc. November 2006 - Present
Skills
Equities, Contract Negotiation, Contract Management, Project Management, Business Analysis, Stock Exchange, Product Management, Financial Markets, Budgets, Trading, Management, Market Data, Fixed Income, Finance, Financial Analysis, Vendor Management, Requirements Analysis, SDLC
Education
Cal State Fullerton 1989 — 1990
Bachelor of Arts (B.A.), Finance and Financial Management, 3.33
University of California, Irvine 2011 — 2012
Cerfificate, Managment of Business Contracts, 3.77
William O'Neil + Co. Inc. August 2008 - Present
William O'Neil + Co. Inc. August 2007 - Present
DLX Plastering Inc. February 2008 - Present
William O'Neil + Co. Inc. November 2006 - Present
Skills
Equities, Contract Negotiation, Contract Management, Project Management, Business Analysis, Stock Exchange, Product Management, Financial Markets, Budgets, Trading, Management, Market Data, Fixed Income, Finance, Financial Analysis, Vendor Management, Requirements Analysis, SDLC
Education
Cal State Fullerton 1989 — 1990
Bachelor of Arts (B.A.), Finance and Financial Management, 3.33
University of California, Irvine 2011 — 2012
Cerfificate, Managment of Business Contracts, 3.77
Jahmeilah Roberson Jahmeilah Roberson's William O'Neil + Co. Inc. Experience July 2010 - May 2012
Job UX Designer at Riot Games
Industry Higher Education
Experience
Riot Games May 2012 - Present
William O'Neil + Co. Inc. July 2010 - May 2012
BudgetPrints.com December 2009 - May 2010
National University of Singapore June 2008 - August 2008
Yahoo! June 2007 - September 2007
Google May 2006 - August 2006
College of Computing @ Georgia Tech November 2005 - May 2006
Skills
Human-computer..., Usability Testing, Focus Groups, User Experience, Research, Information Architecture, Human Computer..., User Research, Mobile Applications, Persona, Wireframes, Heuristic Evaluation, User-centered Design, Site Maps, Usability Engineering, User Interface, User Experience Design, Interaction Design
Education
University of California, Irvine 2007 — 2010
PhD (all but dissertation), Informatics
Georgia Institute of Technology 2005 — 2007
M.S., Human Computer Interaction
University of California, Irvine 2000 — 2005
B.S., Information and Computer Science
Riot Games May 2012 - Present
William O'Neil + Co. Inc. July 2010 - May 2012
BudgetPrints.com December 2009 - May 2010
National University of Singapore June 2008 - August 2008
Yahoo! June 2007 - September 2007
Google May 2006 - August 2006
College of Computing @ Georgia Tech November 2005 - May 2006
Skills
Human-computer..., Usability Testing, Focus Groups, User Experience, Research, Information Architecture, Human Computer..., User Research, Mobile Applications, Persona, Wireframes, Heuristic Evaluation, User-centered Design, Site Maps, Usability Engineering, User Interface, User Experience Design, Interaction Design
Education
University of California, Irvine 2007 — 2010
PhD (all but dissertation), Informatics
Georgia Institute of Technology 2005 — 2007
M.S., Human Computer Interaction
University of California, Irvine 2000 — 2005
B.S., Information and Computer Science
Angela Bora Han Angela Bora Han's William O'Neil + Co. Inc. Experience July 2000 - Present
Job Senior QA Analyst at William O'Neil + Co.
Industry Financial Services
Experience
William O'Neil + Co. Inc. July 2000 - Present
Skills
Agile Methodologies, SDLC, Requirements Analysis, Visio, Microsoft SQL Server, SQL, Business Analysis, Scrum, Data Analysis, .NET, Equities, Requirement..., Data Warehousing, Visual Studio Team..., C#, Visual Studio, User Acceptance Testing, Requirements Gathering, Test Planning, Manual Testing, Software Quality...
Education
UCLA 1997 — 2000
BA, International Economics
William O'Neil + Co. Inc. July 2000 - Present
Skills
Agile Methodologies, SDLC, Requirements Analysis, Visio, Microsoft SQL Server, SQL, Business Analysis, Scrum, Data Analysis, .NET, Equities, Requirement..., Data Warehousing, Visual Studio Team..., C#, Visual Studio, User Acceptance Testing, Requirements Gathering, Test Planning, Manual Testing, Software Quality...
Education
UCLA 1997 — 2000
BA, International Economics
Chris Graczyk Chris Graczyk's William O'Neil + Co. Inc. Experience January 2015 - Present
Job Product Manager at William O'Neil + Co. Inc.
Industry Computer Software
Experience
William O'Neil + Co. Inc. January 2015 - Present
William O'Neil + Co. Inc. June 2011 - January 2015
Razorfish 1995 - July 2011
i-Cube 1995 - 1999
Skills
Heuristic Evaluation, User-centered Design, User Experience Design, Information Architecture, Usability Testing, Usability Engineering, User Experience, Interaction Design, User Interface, User Interface Design, Usability, Agile Project Management, Requirements Gathering, Agile Methodologies, Web Analytics, Business Requirements, Mobile Applications, Analytics, Visio, Requirements Analysis
Education
Massachusetts Institute of Technology 1992 — 1995
Bachelor of Science (B.S.), Architecture
William O'Neil + Co. Inc. January 2015 - Present
William O'Neil + Co. Inc. June 2011 - January 2015
Razorfish 1995 - July 2011
i-Cube 1995 - 1999
Skills
Heuristic Evaluation, User-centered Design, User Experience Design, Information Architecture, Usability Testing, Usability Engineering, User Experience, Interaction Design, User Interface, User Interface Design, Usability, Agile Project Management, Requirements Gathering, Agile Methodologies, Web Analytics, Business Requirements, Mobile Applications, Analytics, Visio, Requirements Analysis
Education
Massachusetts Institute of Technology 1992 — 1995
Bachelor of Science (B.S.), Architecture
Madhavi Botla Madhavi Botla's William O'Neil + Co. Inc. Experience August 2011 - January 2014
Job Director, Business Development at Medley Global Advisors
Industry Financial Services
Experience
Medley Global Advisors July 2014 - Present
Medley Global Advisors January 2014 - July 2014
William O'Neil + Co. Inc. August 2011 - January 2014
CFRA Research An MSCI Brand January 2011 - August 2011
CFRA Research RiskMetrics October 2007 - January 2011
Bloomberg LP October 2006 - October 2007
Lehman Brothers June 2005 - August 2005
Fifth Third Securities January 2003 - March 2005
Morgan Stanley January 2000 - December 2002
Skills
Series 7, Portfolio Management, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Finance
Wright State University 1996 — 1999
Anatomy
Emory University 1991 — 1995
BS, Biology, Art History
Medley Global Advisors July 2014 - Present
Medley Global Advisors January 2014 - July 2014
William O'Neil + Co. Inc. August 2011 - January 2014
CFRA Research An MSCI Brand January 2011 - August 2011
CFRA Research RiskMetrics October 2007 - January 2011
Bloomberg LP October 2006 - October 2007
Lehman Brothers June 2005 - August 2005
Fifth Third Securities January 2003 - March 2005
Morgan Stanley January 2000 - December 2002
Skills
Series 7, Portfolio Management, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Finance
Wright State University 1996 — 1999
Anatomy
Emory University 1991 — 1995
BS, Biology, Art History
Richie Brand Richie Brand's William O'Neil + Co. Inc. Experience July 2000 - March 2002
Job Digital Advertising Sales Planner at Investors.com
Industry Online Media
Experience
Investors.com July 2011 - Present
Investor's Business Daily & Investors.com July 2010 - June 2011
Investor's Business Daily & Investors.com December 2006 - July 2010
Universal McCann February 2005 - December 2006
The Phoenician Resort January 2003 - December 2004
William O'Neil + Co. Inc. July 2000 - March 2002
Skills
Lead Generation, Digital Marketing, Advertising Sales, Marketing Strategy, Social Media Marketing, Microsoft Office, CRM, Press Releases, Sales, Sales Operations, Notary Public, Client Development, Online Advertising, Advertising, DART for Publishers, DART Sales Manager, DART for Advertisers
Education
Arizona State University 1996 — 2000
B.A., Walter Cronkite School of Broadcasting
Investors.com July 2011 - Present
Investor's Business Daily & Investors.com July 2010 - June 2011
Investor's Business Daily & Investors.com December 2006 - July 2010
Universal McCann February 2005 - December 2006
The Phoenician Resort January 2003 - December 2004
William O'Neil + Co. Inc. July 2000 - March 2002
Skills
Lead Generation, Digital Marketing, Advertising Sales, Marketing Strategy, Social Media Marketing, Microsoft Office, CRM, Press Releases, Sales, Sales Operations, Notary Public, Client Development, Online Advertising, Advertising, DART for Publishers, DART Sales Manager, DART for Advertisers
Education
Arizona State University 1996 — 2000
B.A., Walter Cronkite School of Broadcasting
Justina Gilleland Justina Gilleland's William O'Neil + Co. Inc. Experience July 2007 - Present
Job Executive Assistant at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. July 2007 - Present
Dominick & Dominick June 2006 - June 2007
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Securities, Data Analysis, Outlook, Windows, Event Planning, Administrative Support, Analysis, Microsoft Word, Project Management, Administrative..., Investments, Marketing, Management, Sales, Strategic Planning, Visio, Customer Service, Microsoft Excel
Education
California State University-Long Beach 2001 — 2004
William O'Neil + Co. Inc. July 2007 - Present
Dominick & Dominick June 2006 - June 2007
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Securities, Data Analysis, Outlook, Windows, Event Planning, Administrative Support, Analysis, Microsoft Word, Project Management, Administrative..., Investments, Marketing, Management, Sales, Strategic Planning, Visio, Customer Service, Microsoft Excel
Education
California State University-Long Beach 2001 — 2004
James Vitale's William O'Neil + Co. Inc. Experience 1999 - 2000
Job Senior Solutions Architect at Los Angeles County Museum of Art
Industry Computer Software
Experience
Los Angeles County Museum of Art September 2014 - Present
Los Angeles County Museum of Art October 2012 - September 2014
Los Angeles County Museum of Art November 2011 - October 2012
Herbalife January 2008 - April 2011
CCH, a Wolters-Kluwer Corporation July 2006 - December 2007
Fandango, Inc. July 2005 - July 2006
Genex October 2003 - July 2005
Independent Web Consulting (Utopa) 2003 - 2005
Tech Empower, Inc. June 2000 - September 2003
William O'Neil + Co. Inc. 1999 - 2000
Skills
SDLC, Business Intelligence, Microsoft SQL Server, Data Warehousing, Integration, Software Development, Database Design, Databases, SQL, Project Management, T-SQL, Data Modeling, Agile Methodologies, Wordpress, Web Development, Software Project..., Process Improvement, Management, CRM, JavaScript, Java, .NET, Web Services, IT Strategy, Business Process, Web Applications, Analysis, Enterprise Software, SharePoint, Agile Project Management, Architecture, Software Engineering, Enterprise Architecture, Strategy, Visio, SOA, Scrum, Leadership, Requirements Analysis, XML, Project Planning, Change Management, Requirements Gathering, Cloud Computing, Application Architecture, TFS, Software Design, SSIS, Oracle
Education
Loyola Marymount University 1997 — 2000
B.A., Philosophy
Loyola Marymount University 1995 — 1999
B.S., Computer Science
Los Angeles County Museum of Art September 2014 - Present
Los Angeles County Museum of Art October 2012 - September 2014
Los Angeles County Museum of Art November 2011 - October 2012
Herbalife January 2008 - April 2011
CCH, a Wolters-Kluwer Corporation July 2006 - December 2007
Fandango, Inc. July 2005 - July 2006
Genex October 2003 - July 2005
Independent Web Consulting (Utopa) 2003 - 2005
Tech Empower, Inc. June 2000 - September 2003
William O'Neil + Co. Inc. 1999 - 2000
Skills
SDLC, Business Intelligence, Microsoft SQL Server, Data Warehousing, Integration, Software Development, Database Design, Databases, SQL, Project Management, T-SQL, Data Modeling, Agile Methodologies, Wordpress, Web Development, Software Project..., Process Improvement, Management, CRM, JavaScript, Java, .NET, Web Services, IT Strategy, Business Process, Web Applications, Analysis, Enterprise Software, SharePoint, Agile Project Management, Architecture, Software Engineering, Enterprise Architecture, Strategy, Visio, SOA, Scrum, Leadership, Requirements Analysis, XML, Project Planning, Change Management, Requirements Gathering, Cloud Computing, Application Architecture, TFS, Software Design, SSIS, Oracle
Education
Loyola Marymount University 1997 — 2000
B.A., Philosophy
Loyola Marymount University 1995 — 1999
B.S., Computer Science
Amod Singhal's William O'Neil + Co. Inc. Experience 2010 - 2010
Job Senior Business Systems Analyst.
Industry Information Technology and Services
Experience
Vigyan Inc. 2010 - Present
William O'Neil + Co. Inc. 2010 - 2010
American Funds / Capital Group 2001 - 2009
Guidance 1999 - 2000
Investment Technology Group 1998 - 1999
Citigroup 1994 - 1998
Management Systems Labs, Virginia Tech 1982 - 1986
Education
University of Delaware
M.S., Computer Science
Virginia Polytechnic Institute and State University
M.S., Industrial & Systems Engineering
Indian Institute of Technology, Kanpur
B. Tech., Aeronautical Engineering
Vigyan Inc. 2010 - Present
William O'Neil + Co. Inc. 2010 - 2010
American Funds / Capital Group 2001 - 2009
Guidance 1999 - 2000
Investment Technology Group 1998 - 1999
Citigroup 1994 - 1998
Management Systems Labs, Virginia Tech 1982 - 1986
Education
University of Delaware
M.S., Computer Science
Virginia Polytechnic Institute and State University
M.S., Industrial & Systems Engineering
Indian Institute of Technology, Kanpur
B. Tech., Aeronautical Engineering
Danny Maya's William O'Neil + Co. Inc. Experience September 2010 - May 2015
Job Controller at Seley & Co
Industry Financial Services
Experience
Seley & Co May 2015 - Present
William O'Neil + Co. Inc. September 2010 - May 2015
Greentech Integrations, Inc. May 2009 - September 2010
First Western, Century City April 2004 - May 2009
LATHAM & WATKINS LLP June 2002 - April 2004
TRUST COMPANY OF THE WEST November 2000 - May 2002
Skills
Asset Managment, Investments, Financial Modeling, Alternative Investments, Valuation, Asset Allocation, Equities, Microsoft Excel, Financial Analysis, Credit, Wealth Management, Strategic Financial..., Financial Reporting, Asset Management, Securities, Mutual Funds, Tax Accounting, Financial Planning
Education
Keller Graduate School of Management 2009 — 2010
MBA, Business, 4.0
California State University-Los Angeles 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Ulysses S. Grant High School 1990 — 1992
General, General
Seley & Co May 2015 - Present
William O'Neil + Co. Inc. September 2010 - May 2015
Greentech Integrations, Inc. May 2009 - September 2010
First Western, Century City April 2004 - May 2009
LATHAM & WATKINS LLP June 2002 - April 2004
TRUST COMPANY OF THE WEST November 2000 - May 2002
Skills
Asset Managment, Investments, Financial Modeling, Alternative Investments, Valuation, Asset Allocation, Equities, Microsoft Excel, Financial Analysis, Credit, Wealth Management, Strategic Financial..., Financial Reporting, Asset Management, Securities, Mutual Funds, Tax Accounting, Financial Planning
Education
Keller Graduate School of Management 2009 — 2010
MBA, Business, 4.0
California State University-Los Angeles 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Ulysses S. Grant High School 1990 — 1992
General, General
Reginald Geurts's William O'Neil + Co. Inc. Experience 2010 - 2011
Job Consultant at PennyMac
Industry Computer Software
Experience
PennyMac April 2012 - September 2013
Bank of America November 2011 - April 2012
William O'Neil + Co. Inc. 2010 - 2011
Bank of America 2009 - 2010
Nexa Technologies 2006 - 2009
Universal Music Group 2001 - 2003
Citigroup 1998 - 2001
Skills
ASP.NET, ASP, C#, VB.NET, DTS, Stored Procedures, T-SQL, VBA, SSIS, Visual Basic, SQL, HTML, Perl, System Architecture, Clipper, Pascal, .NET, VBScript, SQL Server, Database Design, SSRS, Visual Studio, Databases, SQL Server 2000-2008, XML, Web Services, JavaScript, SSAS, Application Development, MySQL, Software Development, DB2, WCF, TFS, UML, ADO.NET, IIS, Data Warehousing, COM, WinForms, Visio, SOAP, Agile, PL/SQL, ETL, Microsoft SQL Server, SDLC, Agile Methodologies
Education
California State University-Los Angeles 1999 — 2000
Master of Science, Information Systems
California State University-Los Angeles 1993 — 1996
Bachelor of Science, Computer Information Systems
Glendale Community College 1990 — 1993
Associate of Arts
Webster Career College 1989 — 1990
Diploma, Data Processing
PennyMac April 2012 - September 2013
Bank of America November 2011 - April 2012
William O'Neil + Co. Inc. 2010 - 2011
Bank of America 2009 - 2010
Nexa Technologies 2006 - 2009
Universal Music Group 2001 - 2003
Citigroup 1998 - 2001
Skills
ASP.NET, ASP, C#, VB.NET, DTS, Stored Procedures, T-SQL, VBA, SSIS, Visual Basic, SQL, HTML, Perl, System Architecture, Clipper, Pascal, .NET, VBScript, SQL Server, Database Design, SSRS, Visual Studio, Databases, SQL Server 2000-2008, XML, Web Services, JavaScript, SSAS, Application Development, MySQL, Software Development, DB2, WCF, TFS, UML, ADO.NET, IIS, Data Warehousing, COM, WinForms, Visio, SOAP, Agile, PL/SQL, ETL, Microsoft SQL Server, SDLC, Agile Methodologies
Education
California State University-Los Angeles 1999 — 2000
Master of Science, Information Systems
California State University-Los Angeles 1993 — 1996
Bachelor of Science, Computer Information Systems
Glendale Community College 1990 — 1993
Associate of Arts
Webster Career College 1989 — 1990
Diploma, Data Processing
Brian G. Belski's William O'Neil + Co. Inc. Experience 1990 - 1993
Job Chief Investment Strategist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Kathy Chin's William O'Neil + Co. Inc. Experience October 2013 - March 2014
Job Web Designer at bebe.com
Industry Internet
Experience
Femspace January 2013 - Present
William O'Neil + Co. Inc. October 2013 - March 2014
bebe stores October 2012 - January 2013
Skills
CSS, JavaScript, User Interface, Information Architecture, Usability, Web Development, XHTML, HTML, Front-end, HTML 5, E-commerce, Web Design, Web 2.0
Education
University of California, Los Angeles
BA, Psychobiology, Women's Studies
Femspace January 2013 - Present
William O'Neil + Co. Inc. October 2013 - March 2014
bebe stores October 2012 - January 2013
Skills
CSS, JavaScript, User Interface, Information Architecture, Usability, Web Development, XHTML, HTML, Front-end, HTML 5, E-commerce, Web Design, Web 2.0
Education
University of California, Los Angeles
BA, Psychobiology, Women's Studies
Harsha Chulki's William O'Neil + Co. Inc. Experience January 2011 - September 2011
Job Experienced IT professional
Industry Information Technology and Services
Experience
ICU Medical 2013 - Present
Word & Brown General Agency October 2012 - May 2013
American Honda Motor Company, Inc. October 2011 - August 2012
William O'Neil + Co. Inc. January 2011 - September 2011
SCQAA-Oc January 2009 - December 2010
Sterling National Corp. June 2010 - September 2010
Cetera Financial Group (formerly ING Advisors Network) September 2008 - June 2010
Kelley Blue Book October 2005 - July 2008
Capital Group December 2004 - October 2005
Fidelity Information Systems April 2003 - November 2004
Skills
SDLC, Test Planning, Agile Methodologies, Test Automation, Software Quality..., Testing, Quality Center, QTP, Test Cases, User Acceptance Testing, Manual Testing, System Testing, SQL, Telecommunications, Requirements Analysis, Microsoft SQL Server, Test Management, LoadRunner, Test Automation..., Waterfall, Financial Services, Performance Testing, Department Budgeting, Databases, Software Engineering, Enterprise Software, Team Leadership, Cross-functional Team..., Software Project..., Performance Tuning, Performance Testing..., Conflict Resolution, Release Management, TFS, Achieving Measurable...
Education
Kuvempu Vishwavidyanilaya 1997 — 2000
Master's degree, Computer Science
University of Mysore 1996 — 1997
PGCCA, Advanced Software Development
Kuvempu Vishwavidyanilaya 1993 — 1996
BSc, Physics, Mathematics, Computer Science
ICU Medical 2013 - Present
Word & Brown General Agency October 2012 - May 2013
American Honda Motor Company, Inc. October 2011 - August 2012
William O'Neil + Co. Inc. January 2011 - September 2011
SCQAA-Oc January 2009 - December 2010
Sterling National Corp. June 2010 - September 2010
Cetera Financial Group (formerly ING Advisors Network) September 2008 - June 2010
Kelley Blue Book October 2005 - July 2008
Capital Group December 2004 - October 2005
Fidelity Information Systems April 2003 - November 2004
Skills
SDLC, Test Planning, Agile Methodologies, Test Automation, Software Quality..., Testing, Quality Center, QTP, Test Cases, User Acceptance Testing, Manual Testing, System Testing, SQL, Telecommunications, Requirements Analysis, Microsoft SQL Server, Test Management, LoadRunner, Test Automation..., Waterfall, Financial Services, Performance Testing, Department Budgeting, Databases, Software Engineering, Enterprise Software, Team Leadership, Cross-functional Team..., Software Project..., Performance Tuning, Performance Testing..., Conflict Resolution, Release Management, TFS, Achieving Measurable...
Education
Kuvempu Vishwavidyanilaya 1997 — 2000
Master's degree, Computer Science
University of Mysore 1996 — 1997
PGCCA, Advanced Software Development
Kuvempu Vishwavidyanilaya 1993 — 1996
BSc, Physics, Mathematics, Computer Science
Daniel Tumpak's William O'Neil + Co. Inc. Experience 1999 - 2003
Job Vice President of Finance at ADC Real Estate Group, Ltd.
Industry Real Estate
Experience
ADC Real Estate Group, Ltd. 2005 - Present
William O'Neil + Co. Inc. 1999 - 2003
Skills
Financial Modeling, Valuation, Private Equity, Investments, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Data Analysis, Asset Management, Portfolio Management, Due Diligence, Finance, Project Management, Real Estate, Management, Real Estate Economics, Analysis, Budgets, Investment Properties, Real Estate Transactions
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA
Loyola Marymount University 1995 — 1999
ADC Real Estate Group, Ltd. 2005 - Present
William O'Neil + Co. Inc. 1999 - 2003
Skills
Financial Modeling, Valuation, Private Equity, Investments, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Data Analysis, Asset Management, Portfolio Management, Due Diligence, Finance, Project Management, Real Estate, Management, Real Estate Economics, Analysis, Budgets, Investment Properties, Real Estate Transactions
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA
Loyola Marymount University 1995 — 1999
Gabriel Watson's William O'Neil + Co. Inc. Experience March 1996 - August 1998
Job Experienced Accounting & Finance Manager
Industry Accounting
Experience
AECOM January 2006 - March 2013
AECOM August 1998 - December 2005
William O'Neil + Co. Inc. March 1996 - August 1998
Skills
Writing, Public Speaking, Budgeting, Financial Analysis, Risk Management, Organizational..., Research, Economics, Accounting, Budgets, Cash Management, Microsoft Excel, Accounts Payable, General Ledger, Account Reconciliation, Financial Modeling, Finance, Investments, Analysis, Cash Flow
Education
California State Polytechnic University-Pomona 1995 — 1996
Financial Economics
San Diego State University-California State University 1993 — 1995
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California, San Diego 1989 — 1989
Computer Science
AECOM January 2006 - March 2013
AECOM August 1998 - December 2005
William O'Neil + Co. Inc. March 1996 - August 1998
Skills
Writing, Public Speaking, Budgeting, Financial Analysis, Risk Management, Organizational..., Research, Economics, Accounting, Budgets, Cash Management, Microsoft Excel, Accounts Payable, General Ledger, Account Reconciliation, Financial Modeling, Finance, Investments, Analysis, Cash Flow
Education
California State Polytechnic University-Pomona 1995 — 1996
Financial Economics
San Diego State University-California State University 1993 — 1995
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California, San Diego 1989 — 1989
Computer Science
Brenton Mori's William O'Neil + Co. Inc. Experience September 2005 - February 2006
Job Advisor at IHS Automotive
Industry Automotive
Experience
IHS Automotive - Driven by Polk November 2013 - Present
GfK Custom Research North America October 2008 - November 2013
GfK Custom Research North America August 2006 - October 2008
William O'Neil + Co. Inc. September 2005 - February 2006
United States Department of Defense September 2004 - May 2005
Shin Nihon Kosan, Inc. May 2003 - September 2004
Skills
Advertising Research, Customer Insight, Quantitative Research, Competitive Intelligence, Marketing Research, Qualitative Research, Market Research, Consumer Behaviour, SPSS, Brand Equity, Analytics, Primary Research, Data Analysis, Project Management, Project Planning, Microsoft Excel, PowerPoint, Maintaining Strong..., Manage Client..., Microsoft Word, Questionnaire Design, Client Presentation, Analysis, Online Research, Data Collection, Segmentation, Survey Design, Marketing Strategy, Secondary Research, Market Analysis, Questionnaires, Research Design, Competitive Analysis, SAS
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2006
Certificate Program in Marketing and Advertising
California State University-Los Angeles 1997 — 2003
Bachelor’s Degree, Business Administration with emphasis in Accounting
IHS Automotive - Driven by Polk November 2013 - Present
GfK Custom Research North America October 2008 - November 2013
GfK Custom Research North America August 2006 - October 2008
William O'Neil + Co. Inc. September 2005 - February 2006
United States Department of Defense September 2004 - May 2005
Shin Nihon Kosan, Inc. May 2003 - September 2004
Skills
Advertising Research, Customer Insight, Quantitative Research, Competitive Intelligence, Marketing Research, Qualitative Research, Market Research, Consumer Behaviour, SPSS, Brand Equity, Analytics, Primary Research, Data Analysis, Project Management, Project Planning, Microsoft Excel, PowerPoint, Maintaining Strong..., Manage Client..., Microsoft Word, Questionnaire Design, Client Presentation, Analysis, Online Research, Data Collection, Segmentation, Survey Design, Marketing Strategy, Secondary Research, Market Analysis, Questionnaires, Research Design, Competitive Analysis, SAS
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2006
Certificate Program in Marketing and Advertising
California State University-Los Angeles 1997 — 2003
Bachelor’s Degree, Business Administration with emphasis in Accounting
Debora Buffington, CFA's William O'Neil + Co. Inc. Experience March 1992 - December 1994
Job Director, Fund Compliance at Pacific Life
Industry Financial Services
Experience
Pacific Life January 2014 - Present
Pacific Life 2014 - 2015
MetLife July 2001 - December 2013
AXA Equitable February 1997 - June 2001
Bank of America January 1995 - February 1997
William O'Neil + Co. Inc. March 1992 - December 1994
William O'Neil + Co. Inc. March 1988 - March 1992
Skills
Annuities, Compliance, FINRA, Series 63, Series 7, Series 24, Series 14, Series 4, Series 8, Life Insurance, Mutual Funds, NAIC, Insurance, Series 6, Variable Annuities, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Asset Management, 401k, Alternative Investments, Broker-Dealer, Investments, Relationship Management, Long-term Care, Finance, Disability Insurance, Training, Risk Management, Term Life Insurance, Health Insurance, Management, Securities, Investment Management, Asset Allocation, Uniform Combined State..., Series 65, Investment Advisory, Wealth Management, Estate Planning, Long Term Care Insurance, Property & Casualty..., Financial Services, Retirement, Mergers & Acquisitions, Financial Planners, IRAs, Executive Management, Wealth Management...
Education
Washington State University 1983 — 1987
BA, Magna Cum Laude, Foreign Languages and Literatures (Spanish)
Washington State University - College of Business and Economics 1983 — 1987
BA, Magna Cum Laude, Business Administration (Marketing)
Instituto Tecnológico de Celaya 1982 — 1983
Exchange Student--Spanish language study
Pullman High School 1978 — 1982
diploma
Pacific Life January 2014 - Present
Pacific Life 2014 - 2015
MetLife July 2001 - December 2013
AXA Equitable February 1997 - June 2001
Bank of America January 1995 - February 1997
William O'Neil + Co. Inc. March 1992 - December 1994
William O'Neil + Co. Inc. March 1988 - March 1992
Skills
Annuities, Compliance, FINRA, Series 63, Series 7, Series 24, Series 14, Series 4, Series 8, Life Insurance, Mutual Funds, NAIC, Insurance, Series 6, Variable Annuities, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Asset Management, 401k, Alternative Investments, Broker-Dealer, Investments, Relationship Management, Long-term Care, Finance, Disability Insurance, Training, Risk Management, Term Life Insurance, Health Insurance, Management, Securities, Investment Management, Asset Allocation, Uniform Combined State..., Series 65, Investment Advisory, Wealth Management, Estate Planning, Long Term Care Insurance, Property & Casualty..., Financial Services, Retirement, Mergers & Acquisitions, Financial Planners, IRAs, Executive Management, Wealth Management...
Education
Washington State University 1983 — 1987
BA, Magna Cum Laude, Foreign Languages and Literatures (Spanish)
Washington State University - College of Business and Economics 1983 — 1987
BA, Magna Cum Laude, Business Administration (Marketing)
Instituto Tecnológico de Celaya 1982 — 1983
Exchange Student--Spanish language study
Pullman High School 1978 — 1982
diploma
Genry Timakov's William O'Neil + Co. Inc. Experience January 2011 - Present
Job Manager, Web Development at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. January 2011 - Present
Investor's Business Daily September 2002 - Present
William O'Neil & Co., Inc. September 2002 - December 2010
Skills
SQL, Microsoft SQL Server, C#, Business Analysis, JavaScript, Visio, XML, Web Analytics, CSS, .NET, Business Intelligence, ASP.NET, SDLC, T-SQL, WCF, Web Project Management, Project Management, User Experience, jQuery, SSRS, Requirements Analysis, Software Development, Web Services, SOA, Web Applications, Software Project..., Enterprise Architecture, IIS, Integration, Web Development, AJAX, OOP, SEO, HTML 5, LINQ, Requirements Gathering, Analytics, Object Oriented Design, MS Project, CMS, Agile Project Management, Performance Tuning, REST, Software Engineering, ADO.NET, Usability, Systems Analysis, Scrum, SSIS, Agile Methodologies
Education
Odessa National 'I.I. Mecnikov' University 1997 — 2000
Master of Science (M.S.), Applied Mathematics
William O'Neil + Co. Inc. January 2011 - Present
Investor's Business Daily September 2002 - Present
William O'Neil & Co., Inc. September 2002 - December 2010
Skills
SQL, Microsoft SQL Server, C#, Business Analysis, JavaScript, Visio, XML, Web Analytics, CSS, .NET, Business Intelligence, ASP.NET, SDLC, T-SQL, WCF, Web Project Management, Project Management, User Experience, jQuery, SSRS, Requirements Analysis, Software Development, Web Services, SOA, Web Applications, Software Project..., Enterprise Architecture, IIS, Integration, Web Development, AJAX, OOP, SEO, HTML 5, LINQ, Requirements Gathering, Analytics, Object Oriented Design, MS Project, CMS, Agile Project Management, Performance Tuning, REST, Software Engineering, ADO.NET, Usability, Systems Analysis, Scrum, SSIS, Agile Methodologies
Education
Odessa National 'I.I. Mecnikov' University 1997 — 2000
Master of Science (M.S.), Applied Mathematics
Dinesh Yadav's William O'Neil + Co. Inc. Experience December 2010 - September 2011
Job Technical Lead at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2013 - Present
DataFaction (City National Bank) September 2011 - September 2013
William O'Neil + Co. Inc. December 2010 - September 2011
Verizon September 2009 - December 2010
AT&T Mobility 2008 - 2009
Skills
ASP.NET, Web Services, .NET, C#, XML, SSRS, ASP, Microsoft SQL Server, TFS, Hibernate, SOA, Entity Framework, Visual Studio, SQL, Requirements Analysis, jQuery, ASP.NET MVC, jQuery UI, JavaScript, HTML, HTML 5, CSS3, AJAX, Agile Methodologies, WCF, Scrum, Web Applications, SOAP, LINQ, JSON, Design Patterns, Web Development, SDLC, REST, IIS, Software Development, T-SQL, Object Oriented Design, PL/SQL, Kendo, ClearCase, NUnit, Razor, MVVM, Web Services API
Education
New Jersey Institute of Technology 2006 — 2007
MS, Computer Science
Kurukshetra University 2001 — 2005
B.Tech, Electronics & Tele-Comm
CRPF 1989 — 1999
High School
Fidelity Investments September 2013 - Present
DataFaction (City National Bank) September 2011 - September 2013
William O'Neil + Co. Inc. December 2010 - September 2011
Verizon September 2009 - December 2010
AT&T Mobility 2008 - 2009
Skills
ASP.NET, Web Services, .NET, C#, XML, SSRS, ASP, Microsoft SQL Server, TFS, Hibernate, SOA, Entity Framework, Visual Studio, SQL, Requirements Analysis, jQuery, ASP.NET MVC, jQuery UI, JavaScript, HTML, HTML 5, CSS3, AJAX, Agile Methodologies, WCF, Scrum, Web Applications, SOAP, LINQ, JSON, Design Patterns, Web Development, SDLC, REST, IIS, Software Development, T-SQL, Object Oriented Design, PL/SQL, Kendo, ClearCase, NUnit, Razor, MVVM, Web Services API
Education
New Jersey Institute of Technology 2006 — 2007
MS, Computer Science
Kurukshetra University 2001 — 2005
B.Tech, Electronics & Tele-Comm
CRPF 1989 — 1999
High School
Srinivasan Sundaram's William O'Neil + Co. Inc. Experience Tech LeadWipro TechnologiesJune 2005 - February 2012
Job Senior Programmer Analyst at William O'Neil + Co. Inc.
Industry Computer Software
Experience
William O'Neil + Co. Inc. Tech LeadWipro TechnologiesJune 2005 - February 2012
Virtusa 2004 - 2005
Skills
Agile Methodologies, WCF, .NET, Windows Mobile, Design Patterns, C#, Visual Studio, ASP.NET MVC, Web Services, ASP.NET, Microsoft SQL Server, ADO.NET, LINQ, SOA, ASP.NET AJAX, TFS, XML, Scrum, AJAX, SDLC, Object Oriented Design
Education
Manonmaniam Sundaranar University
RVSCET
William O'Neil + Co. Inc. Tech LeadWipro TechnologiesJune 2005 - February 2012
Virtusa 2004 - 2005
Skills
Agile Methodologies, WCF, .NET, Windows Mobile, Design Patterns, C#, Visual Studio, ASP.NET MVC, Web Services, ASP.NET, Microsoft SQL Server, ADO.NET, LINQ, SOA, ASP.NET AJAX, TFS, XML, Scrum, AJAX, SDLC, Object Oriented Design
Education
Manonmaniam Sundaranar University
RVSCET
Teresa Poinsette's William O'Neil + Co. Inc. Experience 1998 - 2000
Job Thornblade Club
Industry Accounting
Experience
Poinsette Embroidery October 2013 - Present
Thornblade Club April 2013 - Present
ScanSource May 2008 - March 2013
Starwood Vacation Ownership 2005 - 2008
Capitol Records August 2000 - October 2002
William O'Neil + Co. Inc. 1998 - 2000
Skills
Forecasting, Finance, Financial Reporting, Financial Analysis, Apparel, Embroidery, General Ledger, Cost Accounting, Account Reconciliation, Accounting, Accounts Payable, Cash Flow, Internal Controls, Variance Analysis, Sarbanes-Oxley Act
Education
Loyola Marymount University, College of Business Administration 1999 — 2001
Auburn University 1993 — 1998
BS, Business Management
Poinsette Embroidery October 2013 - Present
Thornblade Club April 2013 - Present
ScanSource May 2008 - March 2013
Starwood Vacation Ownership 2005 - 2008
Capitol Records August 2000 - October 2002
William O'Neil + Co. Inc. 1998 - 2000
Skills
Forecasting, Finance, Financial Reporting, Financial Analysis, Apparel, Embroidery, General Ledger, Cost Accounting, Account Reconciliation, Accounting, Accounts Payable, Cash Flow, Internal Controls, Variance Analysis, Sarbanes-Oxley Act
Education
Loyola Marymount University, College of Business Administration 1999 — 2001
Auburn University 1993 — 1998
BS, Business Management
Craig Collar's William O'Neil + Co. Inc. Experience June 1994 - November 1995
Job Network Architect at IBM Cloud Services
Industry Information Technology and Services
Experience
Mosaic451 May 2015 - Present
IBM December 2013 - Present
PEAK Internet April 2011 - December 2013
Hewlett-Packard 2007 - May 2011
University of Alaska 2003 - 2007
Yipes Communications 2000 - 2002
Lycos, Inc. 1998 - 2000
Vaultline, Inc. 1996 - 1998
Earthlink 1995 - 1996
William O'Neil + Co. Inc. June 1994 - November 1995
Skills
BGP, Cisco Technologies, Routing, Juniper, WAN, QoS, MPLS, Switches, VPN, Firewalls, IP, VoIP, Routing Protocols, RIP, EIGRP, Routers, IPv6, Network Engineering, Security, DNS
Education
University of California, Los Angeles 1991 — 1994
BA
Mosaic451 May 2015 - Present
IBM December 2013 - Present
PEAK Internet April 2011 - December 2013
Hewlett-Packard 2007 - May 2011
University of Alaska 2003 - 2007
Yipes Communications 2000 - 2002
Lycos, Inc. 1998 - 2000
Vaultline, Inc. 1996 - 1998
Earthlink 1995 - 1996
William O'Neil + Co. Inc. June 1994 - November 1995
Skills
BGP, Cisco Technologies, Routing, Juniper, WAN, QoS, MPLS, Switches, VPN, Firewalls, IP, VoIP, Routing Protocols, RIP, EIGRP, Routers, IPv6, Network Engineering, Security, DNS
Education
University of California, Los Angeles 1991 — 1994
BA
Charlette Wilburn's William O'Neil + Co. Inc. Experience November 1999 - August 2004
Job Underwriting Support Manager at Topa Insurance Company
Industry Insurance
Experience
Topa Insurance Company August 2014 - Present
Topa Insurance Company August 2004 - August 2014
William O'Neil + Co. Inc. November 1999 - August 2004
Investor's Business Daily 1990 - 1999
Skills
Property & Casualty...
Education
California State University-Dominguez Hills 1999 — 2003
BA, Liberal Studies
Topa Insurance Company August 2014 - Present
Topa Insurance Company August 2004 - August 2014
William O'Neil + Co. Inc. November 1999 - August 2004
Investor's Business Daily 1990 - 1999
Skills
Property & Casualty...
Education
California State University-Dominguez Hills 1999 — 2003
BA, Liberal Studies
Robin Norton, CFA's William O'Neil + Co. Inc. Experience 2010 - 2011
Job Director of Sales and Marketing at EstateWorks Systems, LLC
Industry Investment Management
Experience
EstateWorks Systems, LLC 2014 - Present
Amherst College 2014 - Present
Lincoln Sudbury Regional High School 2012 - 2013
Investment Manager Consultant 2011 - 2012
William O'Neil + Co. Inc. 2010 - 2011
Noble Partners LP 2005 - 2008
Harding Loevner Management LP 1999 - 2004
Seligman Henderson/J. & W. Seligman & Co. Inc 1996 - 1999
HSBC Securities Inc./James Capel Inc 1994 - 1996
Norton International Inc. 1990 - 1994
Skills
Investments, New Business Development, Strategic Planning, Relationship Management, Hedge Funds, Investor Relations, Strategy, Start-ups, CRM, Business Planning, Management, Portfolio Management, Alternative Investments, Asset Management, Global Investment..., Investment Management, Marketing, Customer Service, Investment Strategies, Financial Analysis, Entrepreneurship, Mutual Funds, Marketing Strategy, Team Building, Sales, Emerging Markets, Funding, Leadership, Mergers & Acquisitions, Venture Capital, Trading, Equities, Business Development
Education
Harvard University Graduate School of Education 2008 — 2009
Ed. M, Education
University of Cambridge
MA, Engineering
University of Cambridge 1976 — 1979
BA, Engineering
EstateWorks Systems, LLC 2014 - Present
Amherst College 2014 - Present
Lincoln Sudbury Regional High School 2012 - 2013
Investment Manager Consultant 2011 - 2012
William O'Neil + Co. Inc. 2010 - 2011
Noble Partners LP 2005 - 2008
Harding Loevner Management LP 1999 - 2004
Seligman Henderson/J. & W. Seligman & Co. Inc 1996 - 1999
HSBC Securities Inc./James Capel Inc 1994 - 1996
Norton International Inc. 1990 - 1994
Skills
Investments, New Business Development, Strategic Planning, Relationship Management, Hedge Funds, Investor Relations, Strategy, Start-ups, CRM, Business Planning, Management, Portfolio Management, Alternative Investments, Asset Management, Global Investment..., Investment Management, Marketing, Customer Service, Investment Strategies, Financial Analysis, Entrepreneurship, Mutual Funds, Marketing Strategy, Team Building, Sales, Emerging Markets, Funding, Leadership, Mergers & Acquisitions, Venture Capital, Trading, Equities, Business Development
Education
Harvard University Graduate School of Education 2008 — 2009
Ed. M, Education
University of Cambridge
MA, Engineering
University of Cambridge 1976 — 1979
BA, Engineering
Sarah Radecki's William O'Neil + Co. Inc. Experience 1996 - 1999
Job Portfolio Manager & Sr. Equity Analyst at Edge Asset Management
Industry Financial Services
Experience
Edge Asset Management October 1999 - Present
William O'Neil + Co. Inc. 1996 - 1999
Education
St. Mary's College of California
BS, Economics and Political Science
U.C. Santa Barbara
MA, Economics
University of Washington
Edge Asset Management October 1999 - Present
William O'Neil + Co. Inc. 1996 - 1999
Education
St. Mary's College of California
BS, Economics and Political Science
U.C. Santa Barbara
MA, Economics
University of Washington
David T. Reilly, CFA's William O'Neil + Co. Inc. Experience December 1989 - September 1992
Job Vice President, Investment Strategist at Natixis Global Associates
Industry Investment Management
Experience
Natixis Global Asset Management May 2010 - Present
Foreside Advisory Network April 2009 - November 2009
LPL Financial Services March 2000 - March 2009
MFS Investment Management May 1993 - March 2000
William O'Neil + Co. Inc. December 1989 - September 1992
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Finance
Fairfield University 1984 — 1988
BA, Economics
Natixis Global Asset Management May 2010 - Present
Foreside Advisory Network April 2009 - November 2009
LPL Financial Services March 2000 - March 2009
MFS Investment Management May 1993 - March 2000
William O'Neil + Co. Inc. December 1989 - September 1992
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Finance
Fairfield University 1984 — 1988
BA, Economics
Rajneesh Gupta's William O'Neil + Co. Inc. Experience April 1986 - February 2003
Job Sr. Vice President and Chief Information Technology Officer at Investor's Business Daily
Industry Newspapers
Experience
Investor's Business Daily 2009 - Present
Investor's Business Daily February 2003 - January 2009
William O'Neil + Co. Inc. April 1986 - February 2003
Tata Burroughs Ltd March 1983 - March 1986
Skills
Analysis, Disaster Recovery, Business Intelligence, Software Development, Business Analysis, Competitive Analysis, Investments, Product Management, Product Development, SQL, .NET, Analytics, SDLC, Business Development, Management Consulting, Trading, Business Strategy, Management, Strategy, Project Management, Consulting, Vendor Management, Microsoft SQL Server, Start-ups
Education
XLRI Jamshedpur 1980 — 1982
PGDBM, Business Admistration
Indian Institute of Technology, Delhi 1975 — 1980
B. Tech, Engineering
St. John's High School, Chandigarh 1964 — 1974
Investor's Business Daily 2009 - Present
Investor's Business Daily February 2003 - January 2009
William O'Neil + Co. Inc. April 1986 - February 2003
Tata Burroughs Ltd March 1983 - March 1986
Skills
Analysis, Disaster Recovery, Business Intelligence, Software Development, Business Analysis, Competitive Analysis, Investments, Product Management, Product Development, SQL, .NET, Analytics, SDLC, Business Development, Management Consulting, Trading, Business Strategy, Management, Strategy, Project Management, Consulting, Vendor Management, Microsoft SQL Server, Start-ups
Education
XLRI Jamshedpur 1980 — 1982
PGDBM, Business Admistration
Indian Institute of Technology, Delhi 1975 — 1980
B. Tech, Engineering
St. John's High School, Chandigarh 1964 — 1974
Prabhakara Maremalla's William O'Neil + Co. Inc. Experience March 2015 - Present
Job Business Systems Consultant at William o Neil
Industry Information Technology and Services
Experience
William O'Neil + Co. Inc. March 2015 - Present
Wells Fargo September 2014 - March 2015
JPMorgan Chase September 2013 - September 2014
State Street August 2011 - August 2013
Capital Group October 2010 - July 2011
Mercury Insurance May 2009 - October 2010
Kaiser Permanente 2008 - 2009
AIG E Business Technologies October 2007 - October 2008
GlobalLogic March 2006 - December 2006
Sapient January 2004 - March 2006
Skills
Systems Analysis, Quality Assurance, Requirements Management, Project Management, User Acceptance Testing, Business Analysis, QTP, Business Process..., SDLC, Business Requirements, Requirements Gathering, Requirements Analysis, Quality Center, RUP, Visio, Waterfall, Test Planning, Functional..., Data Modeling, Agile Project Management, Agile Methodologies, Regression Testing, Business Process, Test Cases, Oracle, Gap Analysis, SQL, Testing, System Testing, Scrum, Data Warehousing, MS Project, Software Project..., SharePoint, PMP, HP Quality Center
Education
Fore School of Management 2000 — 2003
Masters In Computer Applications, Computer Science
Delhi University
Bachelor in Business Management, Commerce, Economics
William O'Neil + Co. Inc. March 2015 - Present
Wells Fargo September 2014 - March 2015
JPMorgan Chase September 2013 - September 2014
State Street August 2011 - August 2013
Capital Group October 2010 - July 2011
Mercury Insurance May 2009 - October 2010
Kaiser Permanente 2008 - 2009
AIG E Business Technologies October 2007 - October 2008
GlobalLogic March 2006 - December 2006
Sapient January 2004 - March 2006
Skills
Systems Analysis, Quality Assurance, Requirements Management, Project Management, User Acceptance Testing, Business Analysis, QTP, Business Process..., SDLC, Business Requirements, Requirements Gathering, Requirements Analysis, Quality Center, RUP, Visio, Waterfall, Test Planning, Functional..., Data Modeling, Agile Project Management, Agile Methodologies, Regression Testing, Business Process, Test Cases, Oracle, Gap Analysis, SQL, Testing, System Testing, Scrum, Data Warehousing, MS Project, Software Project..., SharePoint, PMP, HP Quality Center
Education
Fore School of Management 2000 — 2003
Masters In Computer Applications, Computer Science
Delhi University
Bachelor in Business Management, Commerce, Economics
Stephen Ketchmere's William O'Neil + Co. Inc. Experience May 2000 - Present
Job Senior Client Services Consultant at William O'Neil & Co Inc
Industry Financial Services
Experience
William O'Neil & Co Inc May 2000 - Present
William O'Neil + Co. Inc. August 1996 - June 2001
Education
State University of New York at Buffalo
Master of Business Administration (MBA), Accounting and Finance
State University of New York at Buffalo
Bachelor of Science (B.S.), Accounting
William O'Neil & Co Inc May 2000 - Present
William O'Neil + Co. Inc. August 1996 - June 2001
Education
State University of New York at Buffalo
Master of Business Administration (MBA), Accounting and Finance
State University of New York at Buffalo
Bachelor of Science (B.S.), Accounting
Ana Acevedo's William O'Neil + Co. Inc. Experience 1999 - 2003
Job Senior Corporate Affairs Counsel at PCV Murcor
Industry Law Practice
Experience
PCV Murcor April 2015 - Present
O'Melveny & Myers LLP February 2012 - March 2015
O'Melveny & Myers LLP September 2006 - January 2012
William O'Neil + Co. Inc. 1999 - 2003
Skills
Legal Research, Securities Regulation, Corporate Law, Legal Writing, Litigation, Research, Commercial Litigation
Education
University of California, Los Angeles
University of Pennsylvania Law School
PCV Murcor April 2015 - Present
O'Melveny & Myers LLP February 2012 - March 2015
O'Melveny & Myers LLP September 2006 - January 2012
William O'Neil + Co. Inc. 1999 - 2003
Skills
Legal Research, Securities Regulation, Corporate Law, Legal Writing, Litigation, Research, Commercial Litigation
Education
University of California, Los Angeles
University of Pennsylvania Law School
Cezhan Ambrose's William O'Neil + Co. Inc. Experience August 2012 - February 2014
Job Senior VP at Manhattan Venture Partners
Industry Venture Capital & Private Equity
Experience
MVP/Secondary Direct Venture Fund September 2014 - Present
Third Seven Capital, LLC February 2014 - September 2014
William O'Neil + Co. Inc. August 2012 - February 2014
Morgan Stanley Smith Barney September 2011 - August 2012
Merrill Lynch June 2004 - August 2011
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Securities, Entrepreneurship, Series 7, Private Equity, Finance, Estate Planning, Asset Management, Equities, Retirement Planning, Equity Research, Investment Advisory, Strategic Planning, Customer Service, Institutional Sales, Institutional..., Hedge Funds, Investment Management, Fixed Income, Business Development, Asset Allocation, Capital Markets, Series 63, Investment Strategies, Asset Managment, Institutional Research, Institutional Investors, Venture Capital, Investment Banking, Alternative Investments, Valuation, Financial Planning
Education
New York University
BA, Politics
Harvard-Westlake School
Mirman School For Gifted Children
California State University-Los Angeles
MBA, Business, Economics, Management, Dean's List
MVP/Secondary Direct Venture Fund September 2014 - Present
Third Seven Capital, LLC February 2014 - September 2014
William O'Neil + Co. Inc. August 2012 - February 2014
Morgan Stanley Smith Barney September 2011 - August 2012
Merrill Lynch June 2004 - August 2011
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Securities, Entrepreneurship, Series 7, Private Equity, Finance, Estate Planning, Asset Management, Equities, Retirement Planning, Equity Research, Investment Advisory, Strategic Planning, Customer Service, Institutional Sales, Institutional..., Hedge Funds, Investment Management, Fixed Income, Business Development, Asset Allocation, Capital Markets, Series 63, Investment Strategies, Asset Managment, Institutional Research, Institutional Investors, Venture Capital, Investment Banking, Alternative Investments, Valuation, Financial Planning
Education
New York University
BA, Politics
Harvard-Westlake School
Mirman School For Gifted Children
California State University-Los Angeles
MBA, Business, Economics, Management, Dean's List
Rajendra Rajoria's William O'Neil + Co. Inc. Experience 2010 - 2011
Job Sr. Software Consultant at TekForce Corporation
Industry Information Technology and Services
Experience
Wells Fargo 2012 - Present
Tekforce Corp 2009 - Present
Data Faction 2011 - 2012
William O'Neil + Co. Inc. 2010 - 2011
Wells Fargo June 2009 - November 2010
Larsen & Toubro Limited June 2004 - May 2009
Chevron 2004 - 2009
L&T Infotech 2004 - 2009
Larsen & Toubro Infotech 2004 - 2009
Skills
SDLC, Requirements Analysis, Web Services, Agile Methodologies, Microsoft SQL Server, ASP.NET, Software Project..., MVC 2/3/4, C#, WebAPI, KnockOutJS, JQuery, AngularJS, Entity Framwork, WCF, JavaScript, D3 Pick, TFS, VSS
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 1997 — 2001
Bachelor of Engineering (B.E.), Computer & Science Engineering
Wells Fargo 2012 - Present
Tekforce Corp 2009 - Present
Data Faction 2011 - 2012
William O'Neil + Co. Inc. 2010 - 2011
Wells Fargo June 2009 - November 2010
Larsen & Toubro Limited June 2004 - May 2009
Chevron 2004 - 2009
L&T Infotech 2004 - 2009
Larsen & Toubro Infotech 2004 - 2009
Skills
SDLC, Requirements Analysis, Web Services, Agile Methodologies, Microsoft SQL Server, ASP.NET, Software Project..., MVC 2/3/4, C#, WebAPI, KnockOutJS, JQuery, AngularJS, Entity Framwork, WCF, JavaScript, D3 Pick, TFS, VSS
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 1997 — 2001
Bachelor of Engineering (B.E.), Computer & Science Engineering
Robert Munoz's William O'Neil + Co. Inc. Experience November 2009 - May 2011
Job Sr. Investment Systems Analyst at Russell Investments
Industry Information Technology and Services
Experience
Russell Investments April 2011 - Present
William O'Neil + Co. Inc. November 2009 - May 2011
Capital Group October 2005 - June 2009
First Quadrant 1994 - 2005
Skills
Investments, Bloomberg, Business Process, Analysis, Trading, Portfolio Management, Derivatives, Software Development, Leadership, Financial Services, Equities, SDLC, Business Analysis, Fixed Income
Education
Caltech 1990 — 1994
B.S., Engineering and Applied Sciences - Mechanical Engineering
Russell Investments April 2011 - Present
William O'Neil + Co. Inc. November 2009 - May 2011
Capital Group October 2005 - June 2009
First Quadrant 1994 - 2005
Skills
Investments, Bloomberg, Business Process, Analysis, Trading, Portfolio Management, Derivatives, Software Development, Leadership, Financial Services, Equities, SDLC, Business Analysis, Fixed Income
Education
Caltech 1990 — 1994
B.S., Engineering and Applied Sciences - Mechanical Engineering
Joan Kawana's William O'Neil + Co. Inc. Experience 1983 - June 2009
Job Equity Trader at MDB Capital Group
Industry Financial Services
Experience
MDB Capital Group February 2010 - Present
William O'Neil + Co. Inc. 1983 - June 2009
Education
Santa Barbara City College
AA, business
MDB Capital Group February 2010 - Present
William O'Neil + Co. Inc. 1983 - June 2009
Education
Santa Barbara City College
AA, business
Kimberly Maccarone Towle's William O'Neil + Co. Inc. Experience January 2010 - February 2015
Job Business Banking at Capital One
Industry Financial Services
Experience
Capital One February 2015 - Present
William O'Neil + Co. Inc. January 2010 - February 2015
UBS Wealth Management 2006 - 2009
Skills
Client Relations Skills, Bloomberg, Equities
Education
New York University 2002 — 2005
BA, Economics, Mathematics
Capital One February 2015 - Present
William O'Neil + Co. Inc. January 2010 - February 2015
UBS Wealth Management 2006 - 2009
Skills
Client Relations Skills, Bloomberg, Equities
Education
New York University 2002 — 2005
BA, Economics, Mathematics
Diana Medrano's William O'Neil + Co. Inc. Experience January 2010 - February 2014
Job Systems Admininstrator
Industry Computer Games
Experience
Nexon August 2015 - Present
Nexon March 2014 - August 2015
William O'Neil + Co. Inc. January 2010 - February 2014
Michael Chavez Real Estate Photography January 2009 - October 2009
North American Title April 2003 - May 2008
Skills
Servers, Technical Support, Microsoft SQL Server, Cisco IOS, SharePoint, Microsoft Office, Active Directory, Visual Studio, Microsoft Exchange, Microsoft Servers, WhatsUp, SQL, System Administration, Websense, Linux, VMware, Troubleshooting, Virtualization, Orion, NetSuite, TFS, Amazon Web Services..., Acronis True Image, Central Desktop, Confluence, Atlassian JIRA, CompTIA Network+, Networking, VPN, Cisco Technologies, Data Center, Management, Disaster Recovery, Network Administration, CompTIA Security+, Databases, Cisco UCS, EMC SAN Administration, Network Architecture, VMware ESX, VMware Infrastructure, Linux System..., Powershell, DNS Management, Solarwinds, Cisco Wireless
Education
West Los Angeles College 2009 — 2013
Certificate, Computer Network & Security Management
California State University-Long Beach 2002 — 2008
Bachelors, Integrated Professional Studies
Nexon August 2015 - Present
Nexon March 2014 - August 2015
William O'Neil + Co. Inc. January 2010 - February 2014
Michael Chavez Real Estate Photography January 2009 - October 2009
North American Title April 2003 - May 2008
Skills
Servers, Technical Support, Microsoft SQL Server, Cisco IOS, SharePoint, Microsoft Office, Active Directory, Visual Studio, Microsoft Exchange, Microsoft Servers, WhatsUp, SQL, System Administration, Websense, Linux, VMware, Troubleshooting, Virtualization, Orion, NetSuite, TFS, Amazon Web Services..., Acronis True Image, Central Desktop, Confluence, Atlassian JIRA, CompTIA Network+, Networking, VPN, Cisco Technologies, Data Center, Management, Disaster Recovery, Network Administration, CompTIA Security+, Databases, Cisco UCS, EMC SAN Administration, Network Architecture, VMware ESX, VMware Infrastructure, Linux System..., Powershell, DNS Management, Solarwinds, Cisco Wireless
Education
West Los Angeles College 2009 — 2013
Certificate, Computer Network & Security Management
California State University-Long Beach 2002 — 2008
Bachelors, Integrated Professional Studies
Alex Marenco's William O'Neil + Co. Inc. Experience February 2003 - June 2009
Job Chief Market Strategist at Marenco Financial Services
Industry Financial Services
Experience
Marenco Financial Services July 2009 - Present
William O'Neil + Co. Inc. February 2003 - June 2009
Skills
Strategic Planning, Financial Analysis, Financial Markets, Entrepreneurship, Equities, Series 7
Education
University of Buenos Aires 1983 — 1984
Marketing
Marenco Financial Services July 2009 - Present
William O'Neil + Co. Inc. February 2003 - June 2009
Skills
Strategic Planning, Financial Analysis, Financial Markets, Entrepreneurship, Equities, Series 7
Education
University of Buenos Aires 1983 — 1984
Marketing
Topher Anderson, CMT, CRPC®'s William O'Neil + Co. Inc. Experience 1998 - 1999
Job Head of Investments at The Brand Company
Industry Investment Management
Experience
The Brand Company 2015 - Present
Morgan Stanley Wealth Management 2013 - 2014
AlixPartners 2008 - 2012
AlixPartners 2005 - 2008
AlixPartners 2002 - 2005
Cornerstone Securities 1999 - 2002
William O'Neil + Co. Inc. 1998 - 1999
William O'Neil + Co. Inc. 1997 - 1998
Skills
Restructuring, Data Analysis, Financial Analysis, Portfolio Management, Equity Research, Electronic Trading, Trading, Trading Systems, Equity Trading, Technical Analysis, Fundamental Analysis, Financial Modeling, Data Modeling, Claims Resolution, Project Management, Chapter 11, Financial Reporting, Financial Statements, Turnaround Experience, Equity Research Analysis, Stock Research, Stock Trading, Swing Trading, Trading Psychology, Momentum Trading, Chart Analysis, Stock Market Analysis, Investment Selection, Quantitative Investment..., Retirement Planning, Asset Allocation, Asset Management, Wealth Management, Tactical Asset..., Investments, Alternative Investments, Hedge Funds, Managed Futures, Market Neutral, CRPC, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Variable Annuities, Indexed Annuities, Estate Planning, Qualified Retirement..., Non-Qualified Deferred..., Financial Advisory
Education
University of Kansas
Bachelor Of Science, Business Administration
Texas Christian University
Masters Business Administration, Finance
Heritage High School
The Brand Company 2015 - Present
Morgan Stanley Wealth Management 2013 - 2014
AlixPartners 2008 - 2012
AlixPartners 2005 - 2008
AlixPartners 2002 - 2005
Cornerstone Securities 1999 - 2002
William O'Neil + Co. Inc. 1998 - 1999
William O'Neil + Co. Inc. 1997 - 1998
Skills
Restructuring, Data Analysis, Financial Analysis, Portfolio Management, Equity Research, Electronic Trading, Trading, Trading Systems, Equity Trading, Technical Analysis, Fundamental Analysis, Financial Modeling, Data Modeling, Claims Resolution, Project Management, Chapter 11, Financial Reporting, Financial Statements, Turnaround Experience, Equity Research Analysis, Stock Research, Stock Trading, Swing Trading, Trading Psychology, Momentum Trading, Chart Analysis, Stock Market Analysis, Investment Selection, Quantitative Investment..., Retirement Planning, Asset Allocation, Asset Management, Wealth Management, Tactical Asset..., Investments, Alternative Investments, Hedge Funds, Managed Futures, Market Neutral, CRPC, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Variable Annuities, Indexed Annuities, Estate Planning, Qualified Retirement..., Non-Qualified Deferred..., Financial Advisory
Education
University of Kansas
Bachelor Of Science, Business Administration
Texas Christian University
Masters Business Administration, Finance
Heritage High School
Tim L. Do's William O'Neil + Co. Inc. Experience 2001 - 2005
Job Owner at Luxury Nails
Industry Information Technology and Services
Experience
Luxury Nails & Spa March 2013 - Present
Pho 2000 Restaurant, Inc. November 1999 - Present
Trend Micro Inc. March 2005 - December 2005
William O'Neil + Co. Inc. 2001 - 2005
Skills
Entrepreneurship, Start-ups, Business Strategy, E-commerce, Venture Capital, Networking, Strategic Partnerships, Online Marketing, Data Center, Executive Management, Small Business
Education
California State University-Fullerton 1991 — 2004
Luxury Nails & Spa March 2013 - Present
Pho 2000 Restaurant, Inc. November 1999 - Present
Trend Micro Inc. March 2005 - December 2005
William O'Neil + Co. Inc. 2001 - 2005
Skills
Entrepreneurship, Start-ups, Business Strategy, E-commerce, Venture Capital, Networking, Strategic Partnerships, Online Marketing, Data Center, Executive Management, Small Business
Education
California State University-Fullerton 1991 — 2004
Vadim Chirkov's William O'Neil + Co. Inc. Experience November 2012 - Present
Job System Engineer at William O'Neil + Co. Inc.
Industry Entertainment
Experience
William O'Neil + Co. Inc. November 2012 - Present
Media Navico LLC, a joint venture between Technicolor and Dreamworks January 2011 - November 2012
Price Law Group January 2010 - January 2011
Ikanos Communications March 2009 - January 2010
Suburban Noize Records June 2007 - March 2009
Self Employed June 2003 - June 2007
Skills
Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Business Strategy, Windows, Strategic Planning, Adobe Acrobat, Photoshop, SQL, Microsoft SQL Server, Linux, Red Hat Linux, Integration, Security, IT Management, HTML, Quality Assurance, Web Services, SoapUI, SOAP, REST, Android Development, Xcode, Windows Server, iOS development, Network Administration, System Administration, Support Engineers, Microsoft Exchange, Apache, MySQL, Troubleshooting, XML
Education
California State University-Northridge 2002 — 2006
BSBA, Finance and Economics
William O'Neil + Co. Inc. November 2012 - Present
Media Navico LLC, a joint venture between Technicolor and Dreamworks January 2011 - November 2012
Price Law Group January 2010 - January 2011
Ikanos Communications March 2009 - January 2010
Suburban Noize Records June 2007 - March 2009
Self Employed June 2003 - June 2007
Skills
Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Business Strategy, Windows, Strategic Planning, Adobe Acrobat, Photoshop, SQL, Microsoft SQL Server, Linux, Red Hat Linux, Integration, Security, IT Management, HTML, Quality Assurance, Web Services, SoapUI, SOAP, REST, Android Development, Xcode, Windows Server, iOS development, Network Administration, System Administration, Support Engineers, Microsoft Exchange, Apache, MySQL, Troubleshooting, XML
Education
California State University-Northridge 2002 — 2006
BSBA, Finance and Economics
Brian Lawlor's William O'Neil + Co. Inc. Experience January 2009 - Present
Job Assistant Vice President R&D at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. January 2009 - Present
William O'Neil + Co. Inc. January 2009 - Present
William O'Neil + Co. Inc. June 2007 - December 2008
William O'Neil + Co. Inc. January 2006 - December 2008
William O'Neil + Co. Inc. January 2001 - December 2006
William O'Neil + Co. Inc. January 2000 - December 2000
William O'Neil + Co. Inc. October 1997 - December 1999
Prudential Financial June 1995 - April 1997
Skills
Equities, Market Data, Portfolio Management, Business Analysis, Financial Services, Investments, Securities, Agile Methodologies, Electronic Trading, Capital Markets, Technical Analysis, Equity Research, Business Intelligence, Trading, Finance, Scrum, Bloomberg, Equity Trading, Fixed Income, Hedge Funds, Requirements Gathering, Business Requirements, Economics, Agile Project Management, IT Strategy, Strategy, Stocks, Sports Analysis, NFL, Program Management, Project Portfolio..., Politics, American Politics, American Foreign Policy, College Football
Education
University of California, Irvine 2010 — 2011
Project Management
Gonzaga University - School of Business Administration 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Gonzaga University - School of Business Administration 1990 — 1994
Bachelor of Business Administration (B.B.A.), Economics
William O'Neil + Co. Inc. January 2009 - Present
William O'Neil + Co. Inc. January 2009 - Present
William O'Neil + Co. Inc. June 2007 - December 2008
William O'Neil + Co. Inc. January 2006 - December 2008
William O'Neil + Co. Inc. January 2001 - December 2006
William O'Neil + Co. Inc. January 2000 - December 2000
William O'Neil + Co. Inc. October 1997 - December 1999
Prudential Financial June 1995 - April 1997
Skills
Equities, Market Data, Portfolio Management, Business Analysis, Financial Services, Investments, Securities, Agile Methodologies, Electronic Trading, Capital Markets, Technical Analysis, Equity Research, Business Intelligence, Trading, Finance, Scrum, Bloomberg, Equity Trading, Fixed Income, Hedge Funds, Requirements Gathering, Business Requirements, Economics, Agile Project Management, IT Strategy, Strategy, Stocks, Sports Analysis, NFL, Program Management, Project Portfolio..., Politics, American Politics, American Foreign Policy, College Football
Education
University of California, Irvine 2010 — 2011
Project Management
Gonzaga University - School of Business Administration 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Gonzaga University - School of Business Administration 1990 — 1994
Bachelor of Business Administration (B.B.A.), Economics
Greg Crozier's William O'Neil + Co. Inc. Experience May 1997 - Present
Job Director, Network Architecture at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. May 1997 - Present
FPA Technology Services, Inc. January 1996 - April 1997
Eclipse Technologies, Inc. May 1994 - January 1996
Anron Investment Company, LLC June 1991 - May 1994
Skills
Data Center, Strategic Planning, SDLC, Business Intelligence, Requirements Analysis, Visio, Management, Troubleshooting, Integration, Team Building, Leadership, SaaS, IT Strategy
Education
University of California, Los Angeles 1987 — 1991
BA, Economics
William O'Neil + Co. Inc. May 1997 - Present
FPA Technology Services, Inc. January 1996 - April 1997
Eclipse Technologies, Inc. May 1994 - January 1996
Anron Investment Company, LLC June 1991 - May 1994
Skills
Data Center, Strategic Planning, SDLC, Business Intelligence, Requirements Analysis, Visio, Management, Troubleshooting, Integration, Team Building, Leadership, SaaS, IT Strategy
Education
University of California, Los Angeles 1987 — 1991
BA, Economics
Dharmender Sharma's William O'Neil + Co. Inc. Experience February 2011 - Present
Job Senior Software Developer
Industry Information Technology and Services
Experience
William O'Neil + Co. Inc. February 2011 - Present
Mahindra Satyam September 2010 - February 2011
Cld ASSocaites and Consulting Inc January 2010 - September 2010
Ortho January 2010 - September 2010
Financial Technologies September 2007 - December 2009
Financial Technologies September 2007 - December 2009
TechProcess India Ltd June 2007 - September 2007
Techshastra(I) Pvt LTD January 2005 - June 2007
Sify 2004 - 2004
Skills
WPF, XAML, C#, Silverlight, SQL Server, Microsoft SQL Server, WCF, .NET, PL/SQL, Visual Studio, ASP.NET, XML, ADO.NET, OOP, Web Applications, LINQ, SQL, Design Patterns
Education
Jind Institute of engineering and Technologies 2000 — 2004
B.Tech, Electronics And Communication
Kurukshetra University 2000 — 2004
B.Tech, Electronics And Communication
William O'Neil + Co. Inc. February 2011 - Present
Mahindra Satyam September 2010 - February 2011
Cld ASSocaites and Consulting Inc January 2010 - September 2010
Ortho January 2010 - September 2010
Financial Technologies September 2007 - December 2009
Financial Technologies September 2007 - December 2009
TechProcess India Ltd June 2007 - September 2007
Techshastra(I) Pvt LTD January 2005 - June 2007
Sify 2004 - 2004
Skills
WPF, XAML, C#, Silverlight, SQL Server, Microsoft SQL Server, WCF, .NET, PL/SQL, Visual Studio, ASP.NET, XML, ADO.NET, OOP, Web Applications, LINQ, SQL, Design Patterns
Education
Jind Institute of engineering and Technologies 2000 — 2004
B.Tech, Electronics And Communication
Kurukshetra University 2000 — 2004
B.Tech, Electronics And Communication
Brian Kwan, CFA's William O'Neil + Co. Inc. Experience 2008 - 2010
Job Senior Consulting Associate at Verus Investments
Industry Investment Management
Experience
Verus Investments 2013 - Present
William O'Neil + Co. 2010 - 2013
William O'Neil + Co. Inc. 2008 - 2010
William O'Neil + Co. 2005 - 2008
Skills
Portfolio Management, Investment Strategies, Asset Allocation, Capital Markets, Equities, Fixed Income, Alternative Investments, Derivatives, Economics, Risk Management, Financial Analysis, Financial Modeling, Corporate Finance, Strategy, Valuation
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
California State University-Long Beach 2001 — 2005
Bachelor of Science (B.S.), Finance
Verus Investments 2013 - Present
William O'Neil + Co. 2010 - 2013
William O'Neil + Co. Inc. 2008 - 2010
William O'Neil + Co. 2005 - 2008
Skills
Portfolio Management, Investment Strategies, Asset Allocation, Capital Markets, Equities, Fixed Income, Alternative Investments, Derivatives, Economics, Risk Management, Financial Analysis, Financial Modeling, Corporate Finance, Strategy, Valuation
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
California State University-Long Beach 2001 — 2005
Bachelor of Science (B.S.), Finance
Bill (Jinlei) Shao's William O'Neil + Co. Inc. Experience June 2003 - Present
Job Serious Programmer with strong troubleshooting skills
Industry Financial Services
Experience
William O'Neil + Co. Inc. June 2003 - Present
Netrue Communications Inc. October 1998 - May 2002
Skills
C#, SQL, Agile Methodologies, .NET, Microsoft SQL Server, C++, Write clean code with..., Java, T-SQL, WCF, Tomcat, Stock Trading, Windows, Multithreading, jQuery, IIS, Visual Studio, SDLC, XML, Database Design, SOA, Software Development, WPF, Scrum
Education
Hangzhou University 1986 — 1989
Master's degree, Mathematics
Hangzhou Teachers College 1982 — 1986
Bachelor's degree, Mathematics
William O'Neil + Co. Inc. June 2003 - Present
Netrue Communications Inc. October 1998 - May 2002
Skills
C#, SQL, Agile Methodologies, .NET, Microsoft SQL Server, C++, Write clean code with..., Java, T-SQL, WCF, Tomcat, Stock Trading, Windows, Multithreading, jQuery, IIS, Visual Studio, SDLC, XML, Database Design, SOA, Software Development, WPF, Scrum
Education
Hangzhou University 1986 — 1989
Master's degree, Mathematics
Hangzhou Teachers College 1982 — 1986
Bachelor's degree, Mathematics
Vanitha Uppu's William O'Neil + Co. Inc. Experience November 2012 - Present
Job .Net Developer
Industry Information Technology and Services
Experience
William O'Neil + Co. Inc. November 2012 - Present
Skills
.NET, C#, ASP.NET, VB.NET, Visual Basic, Web Services, ADO.NET, Microsoft SQL Server, Oracle, MVC3, LINQ, HTML, Web Applications, C++, OOP, XML, jQuery, WPF Development, Microsoft Team..., Subversion
Education
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's Degree, Computer Science and Information Technology
William O'Neil + Co. Inc. November 2012 - Present
Skills
.NET, C#, ASP.NET, VB.NET, Visual Basic, Web Services, ADO.NET, Microsoft SQL Server, Oracle, MVC3, LINQ, HTML, Web Applications, C++, OOP, XML, jQuery, WPF Development, Microsoft Team..., Subversion
Education
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's Degree, Computer Science and Information Technology
Rocillyn Ann Asuncion's William O'Neil + Co. Inc. Experience October 2011 - Present
Job Network Systems Engineer at William O'Neil + Co. Inc.
Industry Automotive
Experience
William O'Neil + Co. Inc. October 2011 - Present
bhrac 2009 - 2011
Beverly Hills Rent-a-Car 2009 - 2011
Skills
Active Directory, Windows Server, Troubleshooting, Windows 7, ITIL, Servers
Education
Keller Graduate School of Management of DeVry University 2014 — 2014
Master's student, Network and Communications Management
Saint Louis University (PH) 2000 — 2006
BS, Information Technology
William O'Neil + Co. Inc. October 2011 - Present
bhrac 2009 - 2011
Beverly Hills Rent-a-Car 2009 - 2011
Skills
Active Directory, Windows Server, Troubleshooting, Windows 7, ITIL, Servers
Education
Keller Graduate School of Management of DeVry University 2014 — 2014
Master's student, Network and Communications Management
Saint Louis University (PH) 2000 — 2006
BS, Information Technology
Allison Johnstone's William O'Neil + Co. Inc. Experience August 1995 - September 1999
Job Aviation & Aerospace Professional
Industry Aviation & Aerospace
Experience
TransDigm Goup Inc. September 2011 - Present
Boeing August 2004 - August 2008
Boeing February 2001 - August 2004
Fox Television October 1999 - February 2001
William O'Neil + Co. Inc. August 1995 - September 1999
Skills
Forecasting, Earned Value Management, Aerospace, Budgets, Program Management, Management, Microsoft Office, Engineering, Variance Analysis, Systems Engineering, Process Improvement, Proposal Generation
Education
University of California, Los Angeles
BS, Accounting
California State University, Northridge
BA, History
California State University, Northridge
BA, English
TransDigm Goup Inc. September 2011 - Present
Boeing August 2004 - August 2008
Boeing February 2001 - August 2004
Fox Television October 1999 - February 2001
William O'Neil + Co. Inc. August 1995 - September 1999
Skills
Forecasting, Earned Value Management, Aerospace, Budgets, Program Management, Management, Microsoft Office, Engineering, Variance Analysis, Systems Engineering, Process Improvement, Proposal Generation
Education
University of California, Los Angeles
BS, Accounting
California State University, Northridge
BA, History
California State University, Northridge
BA, English
Stacie Dullmeyer's William O'Neil + Co. Inc. Experience March 1995 - June 2009
Job Inventory Auditor at Management Health Solutions, Inc.
Industry Medical Devices
Experience
Management Health Solutions, Inc. December 2009 - Present
William O'Neil + Co. Inc. March 1995 - June 2009
Education
UCLA 2001 — 2002
no degree, Courses in Networking, Routers, Switches and TCP/IP
Global Knowledge 1999 — 1999
Certification, TCP/IP
COMPUTER PROCESSING INSTITUTE 1983 — 1983
Diploma, Computer Operations Administration
Sacred Heart University 1978 — 1980
Bachelor of Science, Psychology
Management Health Solutions, Inc. December 2009 - Present
William O'Neil + Co. Inc. March 1995 - June 2009
Education
UCLA 2001 — 2002
no degree, Courses in Networking, Routers, Switches and TCP/IP
Global Knowledge 1999 — 1999
Certification, TCP/IP
COMPUTER PROCESSING INSTITUTE 1983 — 1983
Diploma, Computer Operations Administration
Sacred Heart University 1978 — 1980
Bachelor of Science, Psychology
Samir Choksy's William O'Neil + Co. Inc. Experience September 2004 - April 2009
Job Quantitative Researcher at Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P. October 2015 - Present
Prosiris Capital Management August 2013 - September 2015
Federal Reserve Bank of New York June 2012 - September 2012
William O'Neil + Co. Inc. September 2004 - April 2009
UCLA Bioinformatics September 2002 - June 2004
Skills
R, SAS, VBA, SQL, C++, Python, Matlab, Excel VBA, CUDA, Statistical Data..., MongoDB
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Science, Financial Economics
University of California, Los Angeles 2000 — 2004
Bachelor of Science, Applied Mathematics
University of California, Los Angeles 2000 — 2004
Bachelor of Science, Molecular Genetics
Balyasny Asset Management L.P. October 2015 - Present
Prosiris Capital Management August 2013 - September 2015
Federal Reserve Bank of New York June 2012 - September 2012
William O'Neil + Co. Inc. September 2004 - April 2009
UCLA Bioinformatics September 2002 - June 2004
Skills
R, SAS, VBA, SQL, C++, Python, Matlab, Excel VBA, CUDA, Statistical Data..., MongoDB
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Science, Financial Economics
University of California, Los Angeles 2000 — 2004
Bachelor of Science, Applied Mathematics
University of California, Los Angeles 2000 — 2004
Bachelor of Science, Molecular Genetics
Henry Canby's William O'Neil + Co. Inc. Experience 1998 - 2000
Job Registered Rep at Great Point Capital, LLC.
Industry Financial Services
Experience
Great Point Capital, LLC. 2011 - Present
Ardent Trading 2010 - 2011
Assent, LLC. (a SunGard Data Systems company) 2001 - 2009
William O'Neil + Co. Inc. 1998 - 2000
Skills
Series 7, Series 63, Series 55
Education
Green Mountain College 1989 — 1993
B.S., Business Management
Great Point Capital, LLC. 2011 - Present
Ardent Trading 2010 - 2011
Assent, LLC. (a SunGard Data Systems company) 2001 - 2009
William O'Neil + Co. Inc. 1998 - 2000
Skills
Series 7, Series 63, Series 55
Education
Green Mountain College 1989 — 1993
B.S., Business Management
Randall Bramstedt's William O'Neil + Co. Inc. Experience April 1988 - Present
Job Vice President, Director of Network Architecture at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. April 1988 - Present
Skills
IT Audit, Equities, Network Engineering, Business Analysis, Networking, Enterprise Architecture, Network Security, Network Administration, Network Architecture, IT Management, Data Center
Education
UCLA 1981 — 1986
Bachelor's Degree, Mathematics and Computer Science
William O'Neil + Co. Inc. April 1988 - Present
Skills
IT Audit, Equities, Network Engineering, Business Analysis, Networking, Enterprise Architecture, Network Security, Network Administration, Network Architecture, IT Management, Data Center
Education
UCLA 1981 — 1986
Bachelor's Degree, Mathematics and Computer Science
Claribel Gamboa's William O'Neil + Co. Inc. Experience November 2007 - August 2012
Job Analyst
Industry Financial Services
Experience
McMaster-Carr September 2012 - Present
William O'Neil + Co. Inc. November 2007 - August 2012
Ameriprise Financial Services, Inc. December 2006 - November 2007
Ameriprise Financial Services, Inc. August 2006 - October 2006
Claremont McKenna College January 2006 - May 2006
Claremont McKenna College September 2004 - May 2006
Harvey Mudd College January 2003 - May 2006
Claremont McKenna College January 2003 - May 2006
Claremont McKenna College September 2005 - December 2005
Skills
65 WPM, 10-Key, Microsoft Office, Lotus Notes, Financial Advisory..., Client Data System, Morningstar Advisor..., Lexis-Nexis, FASTerm, Data Translation Systems, WONDA, PANARAY
Education
Claremont McKenna College 2002 — 2006
Bachelor of Arts (BA), Economics/Accounting
SVHS
McMaster-Carr September 2012 - Present
William O'Neil + Co. Inc. November 2007 - August 2012
Ameriprise Financial Services, Inc. December 2006 - November 2007
Ameriprise Financial Services, Inc. August 2006 - October 2006
Claremont McKenna College January 2006 - May 2006
Claremont McKenna College September 2004 - May 2006
Harvey Mudd College January 2003 - May 2006
Claremont McKenna College January 2003 - May 2006
Claremont McKenna College September 2005 - December 2005
Skills
65 WPM, 10-Key, Microsoft Office, Lotus Notes, Financial Advisory..., Client Data System, Morningstar Advisor..., Lexis-Nexis, FASTerm, Data Translation Systems, WONDA, PANARAY
Education
Claremont McKenna College 2002 — 2006
Bachelor of Arts (BA), Economics/Accounting
SVHS
Selwyn Arocho's William O'Neil + Co. Inc. Experience November 1999 - February 2013
Job Information Technology Services
Industry Information Technology and Services
Experience
Sit 'n Sleep February 2015 - May 2015
William O'Neil + Co. Inc. November 1999 - February 2013
United States Air Force 1979 - 1999
Skills
Active Directory, Security, Software Installation, Networking, Business Analysis, Hardware, Microsoft Exchange, Operating Systems, Computer Hardware, VPN, IT Management, IT Service Management, IT Operations, Network Administration, Network Security, Security Management, Access Control, Remote User Support, Windows 7, Windows Server, Windows XP, Cisco Technologies, Cisco VoIP, POS, Storis, Citrix, Webmail, DHCP, Application Testing, Computer Application..., Lexmark Printers, HP Printers, Epson, SharePoint Server, Cabling, Connectivity, Exchange Connectivity, Network Connectivity, Connectivity Solutions, VPM, Help Desk Support, Enterprise Software, Technical Support, Budget Management, service desk plus, Barracuda Spam Firewall
Education
West Los Angeles College
Mt Sierra College
Sit 'n Sleep February 2015 - May 2015
William O'Neil + Co. Inc. November 1999 - February 2013
United States Air Force 1979 - 1999
Skills
Active Directory, Security, Software Installation, Networking, Business Analysis, Hardware, Microsoft Exchange, Operating Systems, Computer Hardware, VPN, IT Management, IT Service Management, IT Operations, Network Administration, Network Security, Security Management, Access Control, Remote User Support, Windows 7, Windows Server, Windows XP, Cisco Technologies, Cisco VoIP, POS, Storis, Citrix, Webmail, DHCP, Application Testing, Computer Application..., Lexmark Printers, HP Printers, Epson, SharePoint Server, Cabling, Connectivity, Exchange Connectivity, Network Connectivity, Connectivity Solutions, VPM, Help Desk Support, Enterprise Software, Technical Support, Budget Management, service desk plus, Barracuda Spam Firewall
Education
West Los Angeles College
Mt Sierra College
Craig Oldt's William O'Neil + Co. Inc. Experience January 2011 - Present
Job VicePresident / Manager at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. January 2011 - Present
Skills
Portfolio Management, Equities, Investments, Technical Analysis, Alpha Generation, Financial Analysis, Financial Accounting, Managerial Finance, Strategic Financial..., Financial Reporting, Corporate Finance, Strategy, Business Strategy, Budget Process, Cost Accounting, Stock Market, Stock Picking, Valuation, Equity Research, Asset Management, Capital Markets, SDLC, Analysis, Management, Business Analysis
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Accounting and Finance
University of California, Berkeley
Bachelor of Arts (BA), Economics
William O'Neil + Co. Inc. January 2011 - Present
Skills
Portfolio Management, Equities, Investments, Technical Analysis, Alpha Generation, Financial Analysis, Financial Accounting, Managerial Finance, Strategic Financial..., Financial Reporting, Corporate Finance, Strategy, Business Strategy, Budget Process, Cost Accounting, Stock Market, Stock Picking, Valuation, Equity Research, Asset Management, Capital Markets, SDLC, Analysis, Management, Business Analysis
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Accounting and Finance
University of California, Berkeley
Bachelor of Arts (BA), Economics