Name variants:
Tucker Oakley
Last updated Jun 23, 2024
Contact Information
Last Update
Jun 27, 2022
Email
to**@trancascapital.com, oa**@cox.net
Location
Laguna Beach, CA
Company
Workplace
Colleagues
Work History
Consultant and Investment Advisor and Principal
Ladera Ranch, CA
Oakley Capital Group is an investment advisory firm focused on analysis of publicly-traded equities with a primary objective of providing individual investors with portfolio structures based...
2011 — 2014
Vice President Investments
Aliso Viejo, CA
Reported to CEO of this privately-held investment company. Led search for investment opportunities, developed relationships with business owners and buy side firms and provided oversight for...
2009 — 2011
Business and Financial Analyst
469 west Huron St, Chicago, IL 60654
Developed business relationships and sought out opportunities to deliver value-added services.
Developed $5K marketing campaign for privately owned manufacturing business, and made recomme...
2007 — 2009
Associate - Capital Markets
8 3Rd St north, Great Falls, MT 59401
Reported to VP of capital markets in the small business enterprise group of this international M&A advisory firm. Responsible for initiating and facilitating the sale of middle-market priva...
2005 — 2007
Associate and Analyst - Valuation
8 3Rd St north, Great Falls, MT 59401
Reported to VP of valuation group. Responsible for all aspects of final valuation document as well as training new analysts and ongoing process improvements.
Led over 30 valuation assignme...
2003 — 2005
Education
Occupations
Executive
Vice President
Real Estate Broker
Licensed Real Estate Broker
Chief Executive
Property Manager
Real Estate Manager
Skills
Financial Modeling
Valuation
Investment Banking
Leadership
Investments
Sales
Capital Markets
Management
Portfolio Management
Analysis
Competitive Analysis
Private Equity
Asset Management
Strategy
Start Ups
Finance
Mergers and Acquisitions
Equity Research
Corporate Finance
Corporate Development
Due Diligence
Venture Capital
Financial Analysis
Equities
Business Valuation
Fixed Income
Alternative Investments
Dcf
Bloomberg
Lbo
Hedge Funds
Structured Finance
Equity Valuation
M&A Experience
FAQs about Tucker Oakley
What is the main profession of Tucker Oakley?
Tucker is a Corporate Director of Fp and A.
What jobs is Tucker Oakley proficient at at?
The expert is a professional such jobs as Executive and Vice President.
Where is Tucker Oakley located?
Tucker Oakley is located in Laguna Beach, California.
Does Tucker Oakley have the email address?
to**@trancascapital.com and oa**@cox.net is Tucker Oakley's email address.
How many companies did Tucker Oakley work at?
The professional worked at eight jobs.
What education does Tucker Oakley have?
Tucker studied at the University of Southern California - Marshall School of Business.
What are the certifications of Tucker Oakley?
This expert received the following certifications: Series 65 (Active), Series 7 (Inactive), Series 63 (Inactive) and Cfa Level I.
What languages does Tucker Oakley speak?
Tucker Oakley speaks Mandarin, English, and Spanish.