Kevane Wong resumes & CV records
Resumes
Data Conversion Strategy Supervisor
Location:
San Francisco, CA
Industry:
Investment Banking
Work:
City & County of San Francisco Office of the Controller
Data Conversion Strategy Supervisor Blue Shield of California Nov 2014 - Feb 2017
Treasury Corporate Diligence Specialists Jul 2013 - Nov 2014
Consultant Jmp Securities Aug 2002 - Jun 2013
Vp, Equity Research Analyst Private Consultant May 2001 - Aug 2002
Private Consultant Interbex Corporation Aug 2000 - May 2001
Cofounder Jefferies Jul 1996 - Aug 2000
Senior Associate Equity Research Analyst Transglobal Investments/Paulson Investment Company Jun 1994 - Feb 1996
Branch Manager
Data Conversion Strategy Supervisor Blue Shield of California Nov 2014 - Feb 2017
Treasury Corporate Diligence Specialists Jul 2013 - Nov 2014
Consultant Jmp Securities Aug 2002 - Jun 2013
Vp, Equity Research Analyst Private Consultant May 2001 - Aug 2002
Private Consultant Interbex Corporation Aug 2000 - May 2001
Cofounder Jefferies Jul 1996 - Aug 2000
Senior Associate Equity Research Analyst Transglobal Investments/Paulson Investment Company Jun 1994 - Feb 1996
Branch Manager
Education:
University of California, Davis - Graduate School of Management 1993 - 1995
Master of Business Administration, Masters, Accounting, Finance University of California, Berkeley 1984 - 1988
Bachelors, Bachelor of Arts, Religious Studies
Master of Business Administration, Masters, Accounting, Finance University of California, Berkeley 1984 - 1988
Bachelors, Bachelor of Arts, Religious Studies
Skills:
Building Relationships, Business Analysis, Business Communications, Business Planning, Business Writing, Competitive Analysis, Corporate Finance, Capital Markets, Data Analysis, Emerging Trends, Equities, Equity Research, Financial Modeling, Financial Services, Idea Generation, Investment Banking, Investments, Investors, Manage Client Relationships, Pitching Ideas, Relationship Management, Start Ups, Valuation, Written and Oral Presentation Skills, Ipo, Forecasting, Securities, Customer Relationship Management, Business Development
Kevane Wong
Location:
San Francisco, CA
Skills:
Consulting, Payments, Sales, Brokerage, Secondary Offerings, Finance, San, Police, Customer Support, Ceridian, Adherence, Financial Statements, Cme, Investment Portfolios, Metrics, Institutional, Hedge Funds, Keys, Powerpoint, B2B, Human Resources, Fiserv, Ebitda, Ms Excel, Valuation, Data Systems, Business Services, Bloomberg, Data Processing, Nyse, Balance Sheet, Finra, Microsoft Office, Paychex, Encore, Private Equity, Crisis, Capital, Call Centers, Information Management, Mitek, Options, Advent, General Securities Principal, Investors, Marketing, Credit, Analytics, Micros, Accounts Receivable, Presentations, Chartered Financial Analyst, Distribution, Growth Strategies, Executive Management, Rainmaker, Reynolds, Forms, Union, Electronics, Factset, Themes, Microsoft Dynamics, Software, Financial Services, Mutual Funds, Outlook, Stocks, Analytical Skill, Cash, Back Office, Client Presentation, Workflow Management, Efs, Mergers and Acquisitions, Market Structure, Securities
Kevane Wong - San Francisco, CA
Work:
Corporate Diligence Specialists Jul 2013 to 2000
Consultant JMP Securities - San Francisco, CA Aug 2002 to Jun 2013
VP, Senior Equity Research Analyst InterBex Corporation - San Mateo, CA Aug 2000 to May 2001
Cofounder Jefferies & Company, Inc. - San Francisco, CA Jul 1996 to Aug 2000
Equity Research Analyst Transglobal Investments/Paulson Investments - San Francisco, CA Jun 1994 to Feb 1996
Branch Manager
Consultant JMP Securities - San Francisco, CA Aug 2002 to Jun 2013
VP, Senior Equity Research Analyst InterBex Corporation - San Mateo, CA Aug 2000 to May 2001
Cofounder Jefferies & Company, Inc. - San Francisco, CA Jul 1996 to Aug 2000
Equity Research Analyst Transglobal Investments/Paulson Investments - San Francisco, CA Jun 1994 to Feb 1996
Branch Manager
Education:
UC Davis Graduate School of Management - Davis, CA 1993 to 1995
MBA in Finance and Accounting UC Berkeley - Berkeley, CA 1984 to 1988
BA in Religious Studies
MBA in Finance and Accounting UC Berkeley - Berkeley, CA 1984 to 1988
BA in Religious Studies
Skills:
Equity Research, Investments, Management, Sales, Presentation, Financial Modelling, Writing, Industry Research
Kevane Wong - San Francisco, CA
Work:
Corporate Diligence Specialists, LLC Jul 2013 to 2000
Consultant JMP Securities - San Francisco, CA Aug 2002 to Jun 2013
Vice President, Senior Equity Research Analyst InterBex Corporation Aug 2000 to May 2001
Cofounder, Vice President of Finance and Vice President of Business Development Jefferies & Company, Inc Jul 1996 to Aug 2000
Senior Associate Equity Research Analyst Transglobal Investments/Paulson Investment Company Jun 1994 to Feb 1996
Branch Manager/Independent Contractor
Consultant JMP Securities - San Francisco, CA Aug 2002 to Jun 2013
Vice President, Senior Equity Research Analyst InterBex Corporation Aug 2000 to May 2001
Cofounder, Vice President of Finance and Vice President of Business Development Jefferies & Company, Inc Jul 1996 to Aug 2000
Senior Associate Equity Research Analyst Transglobal Investments/Paulson Investment Company Jun 1994 to Feb 1996
Branch Manager/Independent Contractor
Education:
University of California, Davis - Davis, CA 1993 to 1995
MBA in Finance & Accounting
MBA in Finance & Accounting
Skills:
Currently hold FINRA Series 7 (General Securities Representative), 63 (Uniform Securities Agent), 86 (Research Analyst Part I: Analysis), and 87 (Research Analyst Part II: Regulatory Admin/Best Practices) licenses. Previously held FINRA Series 4 (Registered Options Principal) and 24 (General Securities Principal) licenses<br/> Successfully passed Level 1 of the Chartered Financial Analyst (CFA) exam<br/> Highly proficient in Microsoft Office Products (Excel, Outlook, PowerPoint, Word). Experience with Bloomberg, FactSet, Thomson Reuters systems. <br/> Member of Mensa