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Financial Analyst Manager

Cotati, California, United States
May 18, 2018

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Career Objective:

I have spent my entire 25+ year career immersed in finding and helping build great growth companies. I have done this as an investor, a consultant, a board member and an operator. My objective is to find a dynamic business that I can come into at any level of the organization and use my experience and knowledge to help drive the company to greater success. Although the bulk of my experience has been in the investment business, I strongly believe that the skills I have developed in my career would be a strong addition to any company that has set its sights higher.

Relevant Skills:

Highly organized and detail oriented

Confidently communicate with all levels of the organization

Proven decision maker in a fast paced environments

Excellent verbal and written presentation skills

Ability to manage multiple tasks

Strong team leader and professional mentor

Entrepreneurial, innovative and experienced

Extensive background in business models, organization and strategy Education and Professional Training:

Bachelor of Science Finance Haas School of Business UC Berkeley, Berkeley, CA Chartered Financial Analyst CFA Society of San Francisco 1995 Security Licenses – Series 7, 63, 86, and 87


Lake Street Capital Markets, San Francisco CA 2013 to 2017 Senior Research Analyst

Cal Pacific Investment Advisors, San Francisco CA 2010 to 2013 Chief Investment Officer – CalPacific Fund

Venn Capital Group, San Francisco CA 2008 to 2010

Principal, CEO, Head of Strategic Planning

Paradox Asset Management, San Francisco CA 2003 to 2007 Chief Investment Officer

Dresdner RCM Capital Management, San Francisco CA 1992 to 2002 Chief Investment Officer and Senior Portfolio Manager

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