William O'Neil + Co. Inc.
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William O'Neil + Co. Inc. Employees
Employee
Years
Job
Industry
Alex Vodovoz Alex Vodovoz's William O'Neil + Co. Inc. Experience July 2003 - August 2004
Job Principal Software Engineer at Fullscreen, Inc
Industry Information Technology and Services
Experience
Fullscreen, Inc January 2014 - Present
Viddy, Inc. March 2012 - January 2014
Code Particle Inc November 2010 - March 2012
Software Development Solutions, Inc 2005 - 2012
Oakwood Worldwide August 2004 - May 2011
William O'Neil + Co. Inc. July 2003 - August 2004
University of Southern California June 2002 - May 2003
Skills
C#, SQL Server, ASP.NET, MVC, SQL, JavaScript, .NET, T-SQL, HTML, ASP, XML, SQL Server 2000-2008, jQuery, LINQ, ASP.NET MVC, Visual Studio, Web Services, IIS, XHTML, CSS, AJAX, JSON, Application Development, Web Applications, Web Development, API, MySQL, REST, ASP.NET AJAX, HTML5, Microsoft SQL Server, Python, Agile Methodologies, Windows Azure, Objective-C, Git, TFS, Amazon Web Services..., Databases, Mobile Applications, Subversion, Database Design, Memcached, C# 4.0, Awesomeness, SOAP, WCF, APIs, Software Development
Education
University of Southern California 1999 — 2003
BS, Computer Science / Minor in Business
Fullscreen, Inc January 2014 - Present
Viddy, Inc. March 2012 - January 2014
Code Particle Inc November 2010 - March 2012
Software Development Solutions, Inc 2005 - 2012
Oakwood Worldwide August 2004 - May 2011
William O'Neil + Co. Inc. July 2003 - August 2004
University of Southern California June 2002 - May 2003
Skills
C#, SQL Server, ASP.NET, MVC, SQL, JavaScript, .NET, T-SQL, HTML, ASP, XML, SQL Server 2000-2008, jQuery, LINQ, ASP.NET MVC, Visual Studio, Web Services, IIS, XHTML, CSS, AJAX, JSON, Application Development, Web Applications, Web Development, API, MySQL, REST, ASP.NET AJAX, HTML5, Microsoft SQL Server, Python, Agile Methodologies, Windows Azure, Objective-C, Git, TFS, Amazon Web Services..., Databases, Mobile Applications, Subversion, Database Design, Memcached, C# 4.0, Awesomeness, SOAP, WCF, APIs, Software Development
Education
University of Southern California 1999 — 2003
BS, Computer Science / Minor in Business
Shelly Skaug Shelly Skaug's William O'Neil + Co. Inc. Experience 1986 - 1988
Job Compliance Associate at Canyon Partners
Industry Financial Services
Experience
Canyon Partners September 2014 - Present
Oaktree Capital Mgmt, Wilshire Assoc, Canyon Partners September 2013 - August 2015
Barrington Wilshire January 2012 - September 2013
FINRA August 2005 - February 2011
Bear Stearns February 2000 - February 2004
LA MARATHON LLC 1999 - 2001
Kayne Anderson October 1989 - January 2000
William O'Neil + Co. Inc. 1986 - 1988
Education
University of Southern California
Bachelor of Science, Business Administration
Canyon Partners September 2014 - Present
Oaktree Capital Mgmt, Wilshire Assoc, Canyon Partners September 2013 - August 2015
Barrington Wilshire January 2012 - September 2013
FINRA August 2005 - February 2011
Bear Stearns February 2000 - February 2004
LA MARATHON LLC 1999 - 2001
Kayne Anderson October 1989 - January 2000
William O'Neil + Co. Inc. 1986 - 1988
Education
University of Southern California
Bachelor of Science, Business Administration
Steven Birch Steven Birch's William O'Neil + Co. Inc. Experience February 2010 - Present
Job President at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. February 2010 - Present
William O'Neil + Co. Inc. November 1997 - Present
William O'Neil + Co. Inc. August 2007 - February 2010
William O'Neil + Co. Inc. March 1995 - November 1997
Commodities Corporation (U.S.A.) N.V. January 1992 - April 1994
Fundamental Trading Corp. March 1989 - January 1992
Yelton Fiscal, Inc. September 1988 - March 1989
RBC Dominion Securities October 1984 - September 1988
Skills
Portfolio Management, Investments, Equity Research, Equities, Hedge Funds, Management, Financial Modeling, Asset Management, Valuation, Capital Markets, Alternative Investments, Trading, Bloomberg, Research, Financial Markets, Fixed Income, Asset Managment, Securities
Education
University of North Carolina at Chapel Hill 1979 — 1983
BS, Finance
William O'Neil + Co. Inc. February 2010 - Present
William O'Neil + Co. Inc. November 1997 - Present
William O'Neil + Co. Inc. August 2007 - February 2010
William O'Neil + Co. Inc. March 1995 - November 1997
Commodities Corporation (U.S.A.) N.V. January 1992 - April 1994
Fundamental Trading Corp. March 1989 - January 1992
Yelton Fiscal, Inc. September 1988 - March 1989
RBC Dominion Securities October 1984 - September 1988
Skills
Portfolio Management, Investments, Equity Research, Equities, Hedge Funds, Management, Financial Modeling, Asset Management, Valuation, Capital Markets, Alternative Investments, Trading, Bloomberg, Research, Financial Markets, Fixed Income, Asset Managment, Securities
Education
University of North Carolina at Chapel Hill 1979 — 1983
BS, Finance
Arthur Tina's William O'Neil + Co. Inc. Experience February 2006 - May 2012
Job Senior Software Engineer at HauteLook, a Nordstrom Company
Industry Financial Services
Experience
HauteLook, a Nordstrom Company July 2014 - Present
GameFly January 2013 - June 2014
Green Dot Corporation May 2012 - January 2013
William O'Neil + Co. Inc. February 2006 - May 2012
Monster Government Solutions December 2004 - February 2006
Skills
Agile Methodologies, C#, .NET, Web Applications, T-SQL, ISO8583, WCF, Databases, C++, TCP/IP, Software Development, WPF, Object Oriented Design, Visual Studio Team..., SQL Server Management..., XML, Microsoft SQL Server, SOA, Web Services, SDLC, Testing, Visual Studio, Architecture, LINQ, Scrum, ASP.NET, ASP.NET MVC, TFS, SQL, SOAP, SSRS, VB.NET, AJAX
Education
University of California, Riverside 2000 — 2004
BS, Computer Science
HauteLook, a Nordstrom Company July 2014 - Present
GameFly January 2013 - June 2014
Green Dot Corporation May 2012 - January 2013
William O'Neil + Co. Inc. February 2006 - May 2012
Monster Government Solutions December 2004 - February 2006
Skills
Agile Methodologies, C#, .NET, Web Applications, T-SQL, ISO8583, WCF, Databases, C++, TCP/IP, Software Development, WPF, Object Oriented Design, Visual Studio Team..., SQL Server Management..., XML, Microsoft SQL Server, SOA, Web Services, SDLC, Testing, Visual Studio, Architecture, LINQ, Scrum, ASP.NET, ASP.NET MVC, TFS, SQL, SOAP, SSRS, VB.NET, AJAX
Education
University of California, Riverside 2000 — 2004
BS, Computer Science
Cheryl Schnitzer, CRPC's William O'Neil + Co. Inc. Experience January 1992 - February 1997
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial January 2011 - Present
Ameriprise Financial April 2006 - January 2011
Saline Recreation Center 2004 - 2005
William O'Neil + Co. Inc. January 1992 - February 1997
Education
University of California, San Diego 1987 — 1991
BA, Economics
West High School 1983 — 1987
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial January 2011 - Present
Ameriprise Financial April 2006 - January 2011
Saline Recreation Center 2004 - 2005
William O'Neil + Co. Inc. January 1992 - February 1997
Education
University of California, San Diego 1987 — 1991
BA, Economics
West High School 1983 — 1987
Bryan Wilhite Bryan Wilhite's William O'Neil + Co. Inc. Experience 2009 - 2010
Job Developer at Cetera Financial Group
Industry Online Media
Experience
Cetera Financial Group May 2015 - Present
Fujitsu Ten Corp Of America November 2014 - January 2015
PIMCO August 2013 - November 2014
Fox Filmed Entertainment November 2011 - August 2013
SFW, LLC July 2011 - October 2011
Surge February 2011 - May 2011
Amgen May 2010 - February 2011
Canon Communications 2010 - 2010
William O'Neil + Co. Inc. 2009 - 2010
UCLA Healthcare 2002 - June 2009
Skills
Sound Design, Digital Asset Management, Silverlight, Agile, Visual Studio, jQuery, ASP.NET MVC, Sony Vegas, Sony ACID Pro, Inkscape, Gimp, .NET, Blender, Visio, Word, Creative Writing, Technical Writing, NAnt, FogBugz, NetBeans, MVVM, XAML, XML, Wordpress, Spoken Word, SQL Server, SQLite, MySQL, Microsoft Expression..., Tortoise SVN, Mercurial, Subversion, VMware Workstation, Microsoft SQL Server, Agile Methodologies, Oracle, Visual Basic, Web Development, Databases, GIMP, SQL, WordPress, Acid Pro, Web Applications, JavaScript, WPF, Microsoft Expression, ASP.NET, Microsoft Word
Education
UCSB 1986 — 1991
Physics, Astrophysics, Theatre, Poetry
University of California, Santa Barbara
Cetera Financial Group May 2015 - Present
Fujitsu Ten Corp Of America November 2014 - January 2015
PIMCO August 2013 - November 2014
Fox Filmed Entertainment November 2011 - August 2013
SFW, LLC July 2011 - October 2011
Surge February 2011 - May 2011
Amgen May 2010 - February 2011
Canon Communications 2010 - 2010
William O'Neil + Co. Inc. 2009 - 2010
UCLA Healthcare 2002 - June 2009
Skills
Sound Design, Digital Asset Management, Silverlight, Agile, Visual Studio, jQuery, ASP.NET MVC, Sony Vegas, Sony ACID Pro, Inkscape, Gimp, .NET, Blender, Visio, Word, Creative Writing, Technical Writing, NAnt, FogBugz, NetBeans, MVVM, XAML, XML, Wordpress, Spoken Word, SQL Server, SQLite, MySQL, Microsoft Expression..., Tortoise SVN, Mercurial, Subversion, VMware Workstation, Microsoft SQL Server, Agile Methodologies, Oracle, Visual Basic, Web Development, Databases, GIMP, SQL, WordPress, Acid Pro, Web Applications, JavaScript, WPF, Microsoft Expression, ASP.NET, Microsoft Word
Education
UCSB 1986 — 1991
Physics, Astrophysics, Theatre, Poetry
University of California, Santa Barbara
Paul Su's William O'Neil + Co. Inc. Experience 2004 - 2006
Job Marketing Automation & Operations Manager at TRUSTe | Marketo Certified Expert (MCE) | MBA
Industry Internet
Experience
TRUSTe 2015 - Present
PICS Auditing, LLC 2012 - 2015
eBay / Amazon Marketplace 2010 - 2012
Shopzilla.com 2006 - 2008
William O'Neil + Co. Inc. 2004 - 2006
Skills
Marketo Certified Expert, Marketo-Salesforce..., Marketing Automation, Marketo Administrator, Salesforce.com, Saas B2B, MBA, Process Optimization, Competitive Analysis, Business Intelligence, Database Management, Strategic Analysis, Market Research Project..., PowerPoint, Analysis, Analytics, Essbase, Data Analysis, Asana, Excel, Creative Problem Solving, Business Analysis, Global Business..., Demand Forecasting, Optimization, PPC, Account Management, Marketo, Web Analytics, Global Strategy, Sales Operations, Strategic Thinking, Sales, SQL, Vlookup, Pivot Tables, Trend Analysis, Project Management, Program Management, OLAP, Demand Generation, Root Cause Analysis, Website User Experience, Marketo Forms 2.0, Strategy, E-commerce, Text Analytics
Education
UCLA
Bachelor of Science (B.S.), Mathematics-Economics
USC Marshall School of Business
Master of Business Administration (MBA)
TRUSTe 2015 - Present
PICS Auditing, LLC 2012 - 2015
eBay / Amazon Marketplace 2010 - 2012
Shopzilla.com 2006 - 2008
William O'Neil + Co. Inc. 2004 - 2006
Skills
Marketo Certified Expert, Marketo-Salesforce..., Marketing Automation, Marketo Administrator, Salesforce.com, Saas B2B, MBA, Process Optimization, Competitive Analysis, Business Intelligence, Database Management, Strategic Analysis, Market Research Project..., PowerPoint, Analysis, Analytics, Essbase, Data Analysis, Asana, Excel, Creative Problem Solving, Business Analysis, Global Business..., Demand Forecasting, Optimization, PPC, Account Management, Marketo, Web Analytics, Global Strategy, Sales Operations, Strategic Thinking, Sales, SQL, Vlookup, Pivot Tables, Trend Analysis, Project Management, Program Management, OLAP, Demand Generation, Root Cause Analysis, Website User Experience, Marketo Forms 2.0, Strategy, E-commerce, Text Analytics
Education
UCLA
Bachelor of Science (B.S.), Mathematics-Economics
USC Marshall School of Business
Master of Business Administration (MBA)
Andrew Nick Winans Andrew Nick Winans's William O'Neil + Co. Inc. Experience 1994 - September 2009
Job Freelance Actor/Writer/Production
Industry Entertainment
Experience
Entertainment Productions March 2010 - Present
William O'Neil + Co. Inc. 1994 - September 2009
The Ritz-Carlton Hotel Company LLC January 1990 - October 1992
Wedbush Securities February 1989 - July 1990
Skills
Sales, Investments, Voiceovers, Sales Prospecting, Copywriting, Creative Writing, Telephone Skills, Investment Advisory, Acting, Momentum Trading, Account Management, Public Speaking, Client Facing Skills, Analysis, Customer Service, Event Management, Hedge Funds, Management, Entertainment, Social Media, Social Networking, Film, Leadership
Education
University of Idaho 1982 — 1988
Bachelor's Degree, Business Finance -Liberal Arts
Entertainment Productions March 2010 - Present
William O'Neil + Co. Inc. 1994 - September 2009
The Ritz-Carlton Hotel Company LLC January 1990 - October 1992
Wedbush Securities February 1989 - July 1990
Skills
Sales, Investments, Voiceovers, Sales Prospecting, Copywriting, Creative Writing, Telephone Skills, Investment Advisory, Acting, Momentum Trading, Account Management, Public Speaking, Client Facing Skills, Analysis, Customer Service, Event Management, Hedge Funds, Management, Entertainment, Social Media, Social Networking, Film, Leadership
Education
University of Idaho 1982 — 1988
Bachelor's Degree, Business Finance -Liberal Arts
Dana Wesley's William O'Neil + Co. Inc. Experience November 2005 - October 2010
Job Attorney At Law at Law Offices of Robert Wheatley
Industry Law Practice
Experience
Law Offices of Robert Wheatley August 2013 - Present
The 4600 January 2011 - August 2013
William O'Neil + Co. Inc. November 2005 - October 2010
Skills
Workers Compensation..., Litigation, Workers Compensation, Legal Writing, Civil Litigation, Legal Research, Mediation, Trials, Courts, Westlaw, Legal Assistance, Trial Practice, Hearings, Appeals, Arbitration, Personal Injury, Employment Law
Education
Trinity Law School 2006 — 2008
Doctor of Law (JD), Law
University of California, Riverside 1999 — 2003
Bachelor of Science (BS), Psychology
Law Offices of Robert Wheatley August 2013 - Present
The 4600 January 2011 - August 2013
William O'Neil + Co. Inc. November 2005 - October 2010
Skills
Workers Compensation..., Litigation, Workers Compensation, Legal Writing, Civil Litigation, Legal Research, Mediation, Trials, Courts, Westlaw, Legal Assistance, Trial Practice, Hearings, Appeals, Arbitration, Personal Injury, Employment Law
Education
Trinity Law School 2006 — 2008
Doctor of Law (JD), Law
University of California, Riverside 1999 — 2003
Bachelor of Science (BS), Psychology
Kevin Hong Kevin Hong's William O'Neil + Co. Inc. Experience March 2010 - June 2010
Job Cofounder & CBD at Dealflicks
Industry Motion Pictures and Film
Experience
Peregrine Investment Partners (2016 Coming Soon) August 2015 - Present
Dealflicks October 2011 - Present
Zecco August 2009 - November 2011
William O'Neil + Co. Inc. March 2010 - June 2010
Coral Ridge Capital Management November 2008 - June 2009
E*TRADE Financial January 2008 - November 2008
Merrill Lynch April 2007 - July 2007
Skills
Start-ups, Trading, Entrepreneurship, Portfolio Management, Options, Sales, Banking, Equities, Business Strategy, Financial Markets, Series 7, Sales Management, Financial Modeling, Series 63, Team Leadership, Basketball, Team Building, Series 65, Business Analysis, Options Strategies, Teamwork, Team Management, marketing strategy, marketing, Business Development
Education
University of California, Riverside 2003 — 2007
Bachelor of Science, Finance Curriculum; Business Administration; Finance
CFA Institute
Level 1
Peregrine Investment Partners (2016 Coming Soon) August 2015 - Present
Dealflicks October 2011 - Present
Zecco August 2009 - November 2011
William O'Neil + Co. Inc. March 2010 - June 2010
Coral Ridge Capital Management November 2008 - June 2009
E*TRADE Financial January 2008 - November 2008
Merrill Lynch April 2007 - July 2007
Skills
Start-ups, Trading, Entrepreneurship, Portfolio Management, Options, Sales, Banking, Equities, Business Strategy, Financial Markets, Series 7, Sales Management, Financial Modeling, Series 63, Team Leadership, Basketball, Team Building, Series 65, Business Analysis, Options Strategies, Teamwork, Team Management, marketing strategy, marketing, Business Development
Education
University of California, Riverside 2003 — 2007
Bachelor of Science, Finance Curriculum; Business Administration; Finance
CFA Institute
Level 1
Jackson Chan's William O'Neil + Co. Inc. Experience May 2014 - August 2014
Job IT Advisory Associate at KPMG
Industry Management Consulting
Experience
KPMG July 2015 - Present
William O'Neil + Co. Inc. May 2014 - August 2014
ONE/x September 2013 - January 2014
Agile-1 July 2013 - August 2013
Standard Chartered Bank June 2012 - July 2012
Education
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), International Relations Global Business (Marketing Emphasis), Junior
Hong Kong International School 2007 — 2011
KPMG July 2015 - Present
William O'Neil + Co. Inc. May 2014 - August 2014
ONE/x September 2013 - January 2014
Agile-1 July 2013 - August 2013
Standard Chartered Bank June 2012 - July 2012
Education
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), International Relations Global Business (Marketing Emphasis), Junior
Hong Kong International School 2007 — 2011
Arnie Gutierrez Arnie Gutierrez's William O'Neil + Co. Inc. Experience July 2005 - September 2010
Job
Industry Financial Services
Experience
MarketSmith, Incorporated July 2010 - Present
William O'Neil + Co. Inc. July 2005 - September 2010
Sun Coast Dental Laboratories July 2003 - July 2005
MGM May 2000 - June 2002
Skills
Sales Management, Sales, Sales Process, Microsoft CRM, Growth Investing, Public Speaking, Account Management, Inside Sales, Trade Shows, Portfolio Management, Customer Service, Technical Support, Email Marketing, Team Leadership, Lead Generation, Analytics, Business Analysis, Management, Leadership, Strategy, Online Lead Generation, Growth Strategies, Direct Sales, Business Development, B2B, CRM, Equities, Financial Analysis, Financial Modeling
Education
University of California, Santa Barbara
Bachelor’s Degree, Economics
MarketSmith, Incorporated July 2010 - Present
William O'Neil + Co. Inc. July 2005 - September 2010
Sun Coast Dental Laboratories July 2003 - July 2005
MGM May 2000 - June 2002
Skills
Sales Management, Sales, Sales Process, Microsoft CRM, Growth Investing, Public Speaking, Account Management, Inside Sales, Trade Shows, Portfolio Management, Customer Service, Technical Support, Email Marketing, Team Leadership, Lead Generation, Analytics, Business Analysis, Management, Leadership, Strategy, Online Lead Generation, Growth Strategies, Direct Sales, Business Development, B2B, CRM, Equities, Financial Analysis, Financial Modeling
Education
University of California, Santa Barbara
Bachelor’s Degree, Economics
Allyce Lawrence Allyce Lawrence's William O'Neil + Co. Inc. Experience June 2009 - August 2010
Job Executive Recruiter at Century Group
Industry Staffing and Recruiting
Experience
Century Group June 2015 - Present
Robert Half Finance & Accounting September 2012 - March 2015
Geller & Company December 2010 - August 2012
William O'Neil + Co. Inc. June 2009 - August 2010
Wagner Equipment July 2006 - March 2009
Skills
General Ledger, Accounting, Financial Analysis, Fixed Assets, Financial Reporting, Accounts Payable, Accruals, Budgets, Microsoft Office, Microsoft Excel, Invoicing, Financial Accounting, Management, Finance, Recruiting, Journal Entries, Variance Analysis, Income Statement, Account Reconciliation, GAAP, P&L
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
SMCHS
Century Group June 2015 - Present
Robert Half Finance & Accounting September 2012 - March 2015
Geller & Company December 2010 - August 2012
William O'Neil + Co. Inc. June 2009 - August 2010
Wagner Equipment July 2006 - March 2009
Skills
General Ledger, Accounting, Financial Analysis, Fixed Assets, Financial Reporting, Accounts Payable, Accruals, Budgets, Microsoft Office, Microsoft Excel, Invoicing, Financial Accounting, Management, Finance, Recruiting, Journal Entries, Variance Analysis, Income Statement, Account Reconciliation, GAAP, P&L
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
SMCHS
Heetae Kim Heetae Kim's William O'Neil + Co. Inc. Experience January 2012 - Present
Job Senior Equity Analyst at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. January 2012 - Present
William O'Neil + Co. Inc. May 2009 - December 2012
William O'Neil + Co. Inc. May 2006 - April 2009
Computer Market Research 2004 - 2005
The Athletes Agency 2004 - 2004
Skills
Alpha Generation, Growth Investing, Technical Analysis, Leadership, Stock Picking, International Market..., Market Analysis, Portfolio Optimization, Qualitative Research, Quantitative Research, Analysis, Equities, Strategy, Economics, Investments, Data Analysis, Valuation, Equity Research, Financial Modeling, Financial Analysis, Portfolio Management, Investment Strategies, Mutual Funds
Education
University of California, San Diego 2001 — 2005
B.A., Economics
University of California, San Diego 2001 — 2005
B.A., Political Science w/ emphasis on International Relations
William O'Neil + Co. Inc. January 2012 - Present
William O'Neil + Co. Inc. May 2009 - December 2012
William O'Neil + Co. Inc. May 2006 - April 2009
Computer Market Research 2004 - 2005
The Athletes Agency 2004 - 2004
Skills
Alpha Generation, Growth Investing, Technical Analysis, Leadership, Stock Picking, International Market..., Market Analysis, Portfolio Optimization, Qualitative Research, Quantitative Research, Analysis, Equities, Strategy, Economics, Investments, Data Analysis, Valuation, Equity Research, Financial Modeling, Financial Analysis, Portfolio Management, Investment Strategies, Mutual Funds
Education
University of California, San Diego 2001 — 2005
B.A., Economics
University of California, San Diego 2001 — 2005
B.A., Political Science w/ emphasis on International Relations
Cheryl Charlton's William O'Neil + Co. Inc. Experience 2010 - 2012
Job Investment Research Analyst, Financial Analyst
Industry Financial Services
Experience
PCM 2014 - Present
Cetera Financial Group 2013 - 2013
William O'Neil + Co. Inc. 2010 - 2012
ERS Group 2007 - 2009
Kaiser Permanente 2005 - 2007
University of Michigan Medical School 1998 - 2003
Skills
Research, Data Analysis, Financial Analysis, Financial Modeling, Management, Credit Analysis, Visio, PeopleSoft, Access, Microsoft Office, Stata, Equity Research, Mutual Funds, FileMaker, Lotus Notes, Photoshop, Lines Of Credit, Investments, Report Writing, News Writing, Proposal Writing, Creative Writing, MS Project, Epic Systems, LaTeX, InDesign, Fortran, Windows, Mac OS, Unix
Education
University of Michigan
A.B., Economics and Film & Video Studies
UCLA Extension
PCM 2014 - Present
Cetera Financial Group 2013 - 2013
William O'Neil + Co. Inc. 2010 - 2012
ERS Group 2007 - 2009
Kaiser Permanente 2005 - 2007
University of Michigan Medical School 1998 - 2003
Skills
Research, Data Analysis, Financial Analysis, Financial Modeling, Management, Credit Analysis, Visio, PeopleSoft, Access, Microsoft Office, Stata, Equity Research, Mutual Funds, FileMaker, Lotus Notes, Photoshop, Lines Of Credit, Investments, Report Writing, News Writing, Proposal Writing, Creative Writing, MS Project, Epic Systems, LaTeX, InDesign, Fortran, Windows, Mac OS, Unix
Education
University of Michigan
A.B., Economics and Film & Video Studies
UCLA Extension
Jerome Nonato's William O'Neil + Co. Inc. Experience June 2005 - September 2006
Job Private Equity at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group July 2015 - Present
Fortress Investment Group July 2012 - July 2015
Morgan Stanley Private Equity May 2010 - July 2012
Deloitte. September 2006 - May 2010
William O'Neil + Co. Inc. June 2005 - September 2006
Skills
Valuation, Financial Analysis, Bloomberg, Private Equity, Asset Managment, Investments, Capital Markets, Data Analysis, Financial Services, US GAAP, Accounting
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Business Economics
Fortress Investment Group July 2015 - Present
Fortress Investment Group July 2012 - July 2015
Morgan Stanley Private Equity May 2010 - July 2012
Deloitte. September 2006 - May 2010
William O'Neil + Co. Inc. June 2005 - September 2006
Skills
Valuation, Financial Analysis, Bloomberg, Private Equity, Asset Managment, Investments, Capital Markets, Data Analysis, Financial Services, US GAAP, Accounting
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Business Economics
Bryan Tai's William O'Neil + Co. Inc. Experience June 2000 - May 2001
Job SAP Basis Administrator at Los Angeles Unified School District
Industry Government Administration
Experience
Los Angeles Unified School District January 2012 - Present
Los Angeles Unified School District 2009 - January 2012
Los Angeles Unified School District June 2007 - January 2009
CGI 2003 - 2006
William O'Neil + Co. Inc. June 2000 - May 2001
Skills
SAP Netweaver, SAP Portal, Data Warehousing, ABAP, Databases, SAP ERP, SAP XI, Unix, SAP R/3, Sun Certified Java..., Java Enterprise Edition, ERP, Enterprise Architecture, SAP Implementation, Java, Requirements Analysis, SAP, Data Migration, Integration, AIX, C++, Hibernate, Linux System..., WebDynpro, Enterprise Software, Business Process Design, Business Intelligence, SDLC, Business Objects, SAP ECC, SAP PI, Linux server..., Unix Shell Scripting, Oracle SQL, J2EE Architecture, Wicket Java Framework, C, Hibernate ORM, Mybatis ORM
Education
University of Houston-Downtown 1996 — 2000
BS, Computer Science
Los Angeles Unified School District January 2012 - Present
Los Angeles Unified School District 2009 - January 2012
Los Angeles Unified School District June 2007 - January 2009
CGI 2003 - 2006
William O'Neil + Co. Inc. June 2000 - May 2001
Skills
SAP Netweaver, SAP Portal, Data Warehousing, ABAP, Databases, SAP ERP, SAP XI, Unix, SAP R/3, Sun Certified Java..., Java Enterprise Edition, ERP, Enterprise Architecture, SAP Implementation, Java, Requirements Analysis, SAP, Data Migration, Integration, AIX, C++, Hibernate, Linux System..., WebDynpro, Enterprise Software, Business Process Design, Business Intelligence, SDLC, Business Objects, SAP ECC, SAP PI, Linux server..., Unix Shell Scripting, Oracle SQL, J2EE Architecture, Wicket Java Framework, C, Hibernate ORM, Mybatis ORM
Education
University of Houston-Downtown 1996 — 2000
BS, Computer Science
Scott Brockman's William O'Neil + Co. Inc. Experience July 2009 - November 2011
Job Senior Sales Executive at Trendrating S.A.
Industry Investment Management
Experience
Trendrating S.A. September 2015 - Present
Zacks Investment Research January 2015 - August 2015
Brighton House Associates April 2013 - December 2013
William O'Neil + Co. Inc. July 2009 - November 2011
Chimera Securities March 2001 - May 2008
Prudential Securities November 1994 - November 1998
Skills
Equities, Proprietary Trading, New Business Development, Account Management, CRM, Sales, Management, Selling, Sales Management, Analytics, Fundamental Analysis, Capital Markets, Alternative Investments
Education
University of Hartford 1989 — 1993
B.S., Finance
Trendrating S.A. September 2015 - Present
Zacks Investment Research January 2015 - August 2015
Brighton House Associates April 2013 - December 2013
William O'Neil + Co. Inc. July 2009 - November 2011
Chimera Securities March 2001 - May 2008
Prudential Securities November 1994 - November 1998
Skills
Equities, Proprietary Trading, New Business Development, Account Management, CRM, Sales, Management, Selling, Sales Management, Analytics, Fundamental Analysis, Capital Markets, Alternative Investments
Education
University of Hartford 1989 — 1993
B.S., Finance
Venkata Shiva Ayyagari's William O'Neil + Co. Inc. Experience 2010 - Present
Job IT Consultant at William O' Neil
Industry Financial Services
Experience
William O'Neil + Co. Inc. 2010 - Present
MassMutual April 2006 - March 2010
MassMutual 2006 - 2008
ADP July 2004 - March 2005
Pfizer/High Point Solutions LLC 2005 - 2005
Skills
Business Analysis, Integration, SQL, Business Intelligence, ETL, Requirements Analysis, Analysis, SDLC, Data Warehousing, Requirements Gathering, Software Quality..., Microsoft SQL Server, Agile Methodologies, Visio, Business Objects, Quality Assurance, Databases, PL/SQL, Data Modeling, SSIS, User Acceptance Testing, Oracle, Enterprise Architecture, DB2, Software Project..., Business Requirements, Database Design
Education
University of Idaho 2001 — 2003
William O'Neil + Co. Inc. 2010 - Present
MassMutual April 2006 - March 2010
MassMutual 2006 - 2008
ADP July 2004 - March 2005
Pfizer/High Point Solutions LLC 2005 - 2005
Skills
Business Analysis, Integration, SQL, Business Intelligence, ETL, Requirements Analysis, Analysis, SDLC, Data Warehousing, Requirements Gathering, Software Quality..., Microsoft SQL Server, Agile Methodologies, Visio, Business Objects, Quality Assurance, Databases, PL/SQL, Data Modeling, SSIS, User Acceptance Testing, Oracle, Enterprise Architecture, DB2, Software Project..., Business Requirements, Database Design
Education
University of Idaho 2001 — 2003
Greg Sommer's William O'Neil + Co. Inc. Experience 2008 - May 2010
Job Assistant Portfolio Manager
Industry Capital Markets
Experience
Atherton Lane Advisers, LLC October 2012 - Present
Centaur Partners January 2012 - October 2012
- June 2010 - May 2011
William O'Neil + Co. Inc. 2008 - May 2010
Skills
Technical Analysis, Equities, Equity Research, Options, ETFs, Trading, Hedging, Investments, Portfolio Management, Securities, Valuation, Data Analysis, Factset, Mergers & Acquisitions
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
B.S., Finance
Atherton Lane Advisers, LLC October 2012 - Present
Centaur Partners January 2012 - October 2012
- June 2010 - May 2011
William O'Neil + Co. Inc. 2008 - May 2010
Skills
Technical Analysis, Equities, Equity Research, Options, ETFs, Trading, Hedging, Investments, Portfolio Management, Securities, Valuation, Data Analysis, Factset, Mergers & Acquisitions
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
B.S., Finance
Thomas Vermette's William O'Neil + Co. Inc. Experience April 2000 - March 2005
Job Accounting Professional
Industry Accounting
Experience
DeMenno Kerdoon July 2015 - Present
Pelican Products, Inc. March 2009 - July 2015
Herbalife October 2006 - November 2008
Live Nation March 2005 - October 2006
William O'Neil + Co. Inc. April 2000 - March 2005
Skills
Forecasting, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Statement..., Month End Close, US GAAP reporting, Consolidated Financial..., Variance Analysis, Account Reconciliation, SAP, Analysis, Accounting, Budgets, CPA, Finance
Education
University of California, Santa Barbara 1993 — 1998
B.A., Business Economics/Accounting Emphasis
DeMenno Kerdoon July 2015 - Present
Pelican Products, Inc. March 2009 - July 2015
Herbalife October 2006 - November 2008
Live Nation March 2005 - October 2006
William O'Neil + Co. Inc. April 2000 - March 2005
Skills
Forecasting, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Statement..., Month End Close, US GAAP reporting, Consolidated Financial..., Variance Analysis, Account Reconciliation, SAP, Analysis, Accounting, Budgets, CPA, Finance
Education
University of California, Santa Barbara 1993 — 1998
B.A., Business Economics/Accounting Emphasis
Radha Balasubramaniam:Software QA Analyst's William O'Neil + Co. Inc. Experience May 2009 - November 2010
Job Looking for a Job
Industry Information Technology and Services
Experience
Becker Professional Education April 2015 - June 2015
http://www.wikitechgroup.com/ January 2012 - April 2015
William O'Neil + Co. Inc. May 2009 - November 2010
Symantec February 2009 - May 2009
Infosys August 2005 - December 2005
HCL BPO August 2004 - August 2005
SlashSupport, Inc., May 2003 - August 2004
Skills
Test Planning, Test Strategy, Test Management, Manual Testing, Team Building, Test Automation, User Acceptance Testing, Regression Testing, Usability Testing, People Management, Management, Quality Assurance, QTP, XML, Agile Methodologies, SDLC, HP QTP, Testing, Software Quality..., Test Cases, SQL, System Testing, Microsoft SQL Server, HP Quality Center, Requirements Analysis, Integration Testing, Black Box Testing, SOA
Education
Madras University 2001 — 2004
Bachelor of Science (BSc), Computer Science, First Class
Becker Professional Education April 2015 - June 2015
http://www.wikitechgroup.com/ January 2012 - April 2015
William O'Neil + Co. Inc. May 2009 - November 2010
Symantec February 2009 - May 2009
Infosys August 2005 - December 2005
HCL BPO August 2004 - August 2005
SlashSupport, Inc., May 2003 - August 2004
Skills
Test Planning, Test Strategy, Test Management, Manual Testing, Team Building, Test Automation, User Acceptance Testing, Regression Testing, Usability Testing, People Management, Management, Quality Assurance, QTP, XML, Agile Methodologies, SDLC, HP QTP, Testing, Software Quality..., Test Cases, SQL, System Testing, Microsoft SQL Server, HP Quality Center, Requirements Analysis, Integration Testing, Black Box Testing, SOA
Education
Madras University 2001 — 2004
Bachelor of Science (BSc), Computer Science, First Class
Novid Rassouli's William O'Neil + Co. Inc. Experience 2006 - 2007
Job Vice President at Cowen and Company
Industry Financial Services
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. May 2012 - March 2013
Sidoti & Company, LLC April 2011 - May 2012
LD MICRO 2007 - 2011
William O'Neil + Co. Inc. 2006 - 2007
Education
University of California, Santa Cruz 2002 — 2006
BA, Economics
Cowen and Company March 2013 - Present
Dahlman Rose & Co. May 2012 - March 2013
Sidoti & Company, LLC April 2011 - May 2012
LD MICRO 2007 - 2011
William O'Neil + Co. Inc. 2006 - 2007
Education
University of California, Santa Cruz 2002 — 2006
BA, Economics
Brian Diaz's William O'Neil + Co. Inc. Experience October 2013 - Present
Job Network Operations Center Technician at William O'Neil + Co. Inc.
Industry Investment Management
Experience
William O'Neil + Co. Inc. October 2013 - Present
Human Fulfillment Institute October 2012 - December 2012
Skills
Microsoft SQL Server, SSRS, SQL Server Management..., Visual Studio, Business Intelligence, TFS, Team Foundation Server, SharePoint, Data Analysis, Data Warehousing, Visual Studio Team..., Visual Basic, SQL, SQL Server Reporting..., HTML, Java, Microsoft Excel, Microsoft Office, C, Unix, Windows, Microsoft Word, Troubleshooting, PowerPoint, Facebook, Putty, VBA, OS X, PostgreSQL, Drupal, Mac OS, Microsoft Access, Microsoft Powerpoint, TLMS
Education
University of California, Santa Cruz 2008 — 2013
Bachelor's Degree, Information Systems Management (BS), Business Management Economics (BA)
연세대학교 / Yonsei University 2012 — 2012
Certificate of completion
William O'Neil + Co. Inc. October 2013 - Present
Human Fulfillment Institute October 2012 - December 2012
Skills
Microsoft SQL Server, SSRS, SQL Server Management..., Visual Studio, Business Intelligence, TFS, Team Foundation Server, SharePoint, Data Analysis, Data Warehousing, Visual Studio Team..., Visual Basic, SQL, SQL Server Reporting..., HTML, Java, Microsoft Excel, Microsoft Office, C, Unix, Windows, Microsoft Word, Troubleshooting, PowerPoint, Facebook, Putty, VBA, OS X, PostgreSQL, Drupal, Mac OS, Microsoft Access, Microsoft Powerpoint, TLMS
Education
University of California, Santa Cruz 2008 — 2013
Bachelor's Degree, Information Systems Management (BS), Business Management Economics (BA)
연세대학교 / Yonsei University 2012 — 2012
Certificate of completion
Jeffrey Bullock's William O'Neil + Co. Inc. Experience January 2008 - January 2010
Job Manager at Agent Alliance
Industry Real Estate
Experience
Agent Alliance July 2013 - Present
The Boeing Company February 2010 - July 2013
William O'Neil + Co. Inc. January 2008 - January 2010
Skills
Analysis, Corporate Finance, Data Analysis, Valuation, Risk Management, Forecasting, Investments, Financial Modeling, Financial Analysis, Finance
Education
University of Southern California 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of California, Irvine 2002 — 2007
Bachelor of Science (B.S.), Mathematics
Agent Alliance July 2013 - Present
The Boeing Company February 2010 - July 2013
William O'Neil + Co. Inc. January 2008 - January 2010
Skills
Analysis, Corporate Finance, Data Analysis, Valuation, Risk Management, Forecasting, Investments, Financial Modeling, Financial Analysis, Finance
Education
University of Southern California 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of California, Irvine 2002 — 2007
Bachelor of Science (B.S.), Mathematics
Alison Gaddis's William O'Neil + Co. Inc. Experience March 2006 - October 2011
Job Sr. UX Creative at Quill, a division of Staples
Industry Graphic Design
Experience
Quill April 2013 - Present
Physicians Interactive April 2012 - April 2013
The Pampered Chef November 2011 - March 2012
William O'Neil + Co. Inc. March 2006 - October 2011
ppoNext 2004 - 2006
Skills
Web Design, Mobile Design, Axure RP, Photoshop, Illustrator, InDesign, User Experience, Interaction Design, User Interface Design, CSS, User Interface, CMS, Web Development, Usability, Layout, Graphic Design, Information Architecture, HTML, Creative Direction, Graphics, User Experience Design, Direct Mail, Usability Testing, Microsoft Office, Flash, Brand Development, Advertising, XHTML, Email Marketing, wireframe, Adobe Fireworks, sitemap, Hybris, Dreamweaver, Adobe Creative Suite, WordPress, Typography, Corporate Identity, Front-end, CSS3, Web Standards, Online Marketing, Social Media, Creative Strategy, Social Media Marketing, Mac, Branding, Logo Design, Collateral, Mobile Web Design
Education
UCLA Extension 2005 — 2006
Certificate, Graphic Design
University of Iowa 1995 — 1998
BA, Communications
Quill April 2013 - Present
Physicians Interactive April 2012 - April 2013
The Pampered Chef November 2011 - March 2012
William O'Neil + Co. Inc. March 2006 - October 2011
ppoNext 2004 - 2006
Skills
Web Design, Mobile Design, Axure RP, Photoshop, Illustrator, InDesign, User Experience, Interaction Design, User Interface Design, CSS, User Interface, CMS, Web Development, Usability, Layout, Graphic Design, Information Architecture, HTML, Creative Direction, Graphics, User Experience Design, Direct Mail, Usability Testing, Microsoft Office, Flash, Brand Development, Advertising, XHTML, Email Marketing, wireframe, Adobe Fireworks, sitemap, Hybris, Dreamweaver, Adobe Creative Suite, WordPress, Typography, Corporate Identity, Front-end, CSS3, Web Standards, Online Marketing, Social Media, Creative Strategy, Social Media Marketing, Mac, Branding, Logo Design, Collateral, Mobile Web Design
Education
UCLA Extension 2005 — 2006
Certificate, Graphic Design
University of Iowa 1995 — 1998
BA, Communications