Callan Associates, Inc
Company Profile
Industry:Asset Management Consulting
Phone:
Members (30):Jeanne Balcik / Manager Michael Thompson / Controller, inactive Jamie Hooton / Manager, inactive Sue Jackson / Manager, inactive Rene Rowell / Manager, inactive Jun Shimizu / Manager, inactive Alex Williams / Manager, inactive Amy Helms / Manager, inactive Sonya Bowden / Manager, inactive Jocelyn Blain / Senior Vice-President, inactive Kathy Bender / Manager, inactive James Demetry / Partner, inactive Michael Smith / Branch Manager, inactive Rick Dempsey / Vice-President, inactive Phil Trovato / Executive Vice-President, inactive ...
Who has worked at Callan Associates, Inc
| Position at Callan Associates, Inc | Previous job position | |
|---|---|---|
| Alpay T. Soyoguz, Cfa | Vice President - ManagerSince Jul 1995 |
Confatalis LLCManaging Director and CIO Since Jan 1995 |
| Ann Dee | AnalystSince Nov 2011 |
Nuveen Investment Solutions, Inc.Vice President Oct 2008 - Nov 2011 |
| Anna West | Vice President and Manager - Published Research GroupSince Aug 2006 |
Vail ResortsFront Office Manager 2002 - 2006 |
| John Jackson | Senior Vice PresidentSince 2012 |
Asset Consulting Group, Inc.Director Mar 2007 - May 2012 |
| Jonathan Gould | Performance AnalystSince Jun 2010 |
YouTubeAssociate, YouTube Operations - LiveSite Apr 2009 - Apr 2010 |
| Judy Jenkins | Office Manager |
United Capital ManagementAdministration Assistant II 1987 - 1998 |
| Nona Phillips | Assistant Vice PresidentSince Apr 2011 Client Service AssociateJan 1992 - Oct 2000 |
Amalgamated Bank of ChicagoTrust Investment Product Support Specialist Aug 2005 - May 2011 |
| Shane Blanton | AnalystSince May 2012 |
RJR Polymers IncProject Manager Apr 2009 - May 2012 |
Former Employees
| Position at Callan Associates, Inc | Next job position | |
|---|---|---|
| Adam Whiting | ConsultantMay 2004 - Apr 2007 |
New York Life Insurance CompanyFinancial Services Professional Since Mar 2011 |
| Bianca Taylor | Investment AnalystJun 2000 - Mar 2002 |
Loomis, Sayles & CompanyVice President, Senior Sovereign Analyst Since May 2013 |
| Christine Moore | Assistant Vice PresidentApr 2002 - Apr 2011 |
Pura Vida Promotions, IncIn House Event Coordinator and Sales Since Jan 2013 |
| Corey Cronin | Performance AnalystNov 1984 - Nov 1988 |
City National BankVice President, Sr. Private Client Advisor Since Aug 2010 |
| Daniel Stewart | Analyst/ProgrammerFeb 1993 - Sep 1993 |
Churchill Downs Technology Initiatives CompanySr. Software Engineer Since Oct 2012 |
| Gwen Armbruster | Financial Analyst2004 - 2005 |
fuseprojectStrategist Since 2009 |
| James Pondel | Defined Contribution SpecialistSep 2000 - Feb 2004 |
Aon HewittDefined Contribution Senior Consultant Since Aug 2012 |
| Kevin Crawford | Investment ConsultantSep 2000 - Feb 2006 |
Mellon CAPITALVice President - Senior Product Manager Since Mar 2006 |
| Leslie Callan | Database Analyst2000 - 2004 |
|
| Niall Kennedy | Product ManagerFeb 2002 - Oct 2004 |
FacebookEngineer, Platform Since Jul 2012 |
| Peter Gregovich | ASSISTANT VICE PRESIDENT1990 - 1996 |
|
| Sean Rahbari | Senior AnalystDec 1995 - Aug 1997 |
General Software Since 2012 |
| Stephen Mulholland, Cfa | Senior Analyst, Client Report ServicesJul 2001 - Mar 2007 |
Livian & CoPortfolio Manager, Equity Since Nov 2010 |
| Tanja Eisenhardt | Graphic DesignerApr 2005 - Mar 2011 Database ManagerDec 1996 - Apr 2005 |
|
| Tonya Shepherd | Administrative AssistantNov 2007 - Jan 2011 |
|
| Tracy Gonzales | Associate Consultant2000 - 2002 |
Deccan InternationalDirector of Operations Since 2008 |
| Tracy Mathews | Administrative Assistant/Assistant Office Manager1999 - 2005 |
Center PlateAdministrative Assistant - Seasonal Since 2005 |