Ironwood Capital Management since May 2013
Vice President, Operations
Cavalry Management Group, LLC - San Francisco Bay Area Mar 2006 - Apr 2013
Finance & Operations
Advent Software - San Francisco 2000 - 2006
Senior Product Manager
Advent Software - San Francisco Bay Area 1998 - 2000
Application Engineer
Advent Software - San Francisco Bay Area 1996 - 1998
Technical Support / Business Analyst
Education:
CAIA - Chartered Alternative Investment Analyst 2002 - 2004
CAIA (Inactive), Alternative Investments
CFP - Certified Financial Planner® 1997 - 2000
CFP® (Inactive), Financial Planning
MBA - University of San Francisco 1993 - 1995
MBA, Finance
BS Finance - CSU, Chico 1986 - 1991
BS, Finance
Series 7 and 63 (Inactive)
Skills:
Hedge Funds Fund Accounting Alternative Investments Prime Brokerage Product Management Portfolio Management Finance Financial Reporting Back Office Asset Management Partnership Accounting Advent Competitive Analysis Fixed Income Mutual Funds Investments Fund Administration Equities Trading Operations Performance Measurement Microsoft Excel Microsoft Word Powerpoint Visio
Certifications:
License #63658 Chartered Alternative Investment Analyst (Caia) License Inactive
Youtube
Kyle City Council Meeting - Dec 20 2022
I. [11:34] Call Meeting to Order II. [12:18] Approval of Minutes 1. Ci...
Duration:
4h 1m 49s
KYLE - Doubt It
Director: Jakob Owens Follow the SuperDuperCrew: ...
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3m 53s
Harry Potter Medley - a journey
Lauren spent the last 4 months arranging/bridgi... a dozen songs from...