Employee Profiles
Nancy Mullally - CEO
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Nancy began her career in 1976 with Merrill Lynch in the operations division. In 1979 she joined Paine Webber and worked in the Municipal Institutional Sales Department . In 1981 she joined Dean Witter and worked on the Municipal Trading Desk. Working for 3 of the larger Wall Street firms, she was able to acquire a vast knowledge of the industry. Nancy Mullally started Alamo Capital in 1987 and has since developed a client base of over 400 institutional clients. She also manages the remarketing desk with over 750 million in bonds that are reset on a weekly basis. Nancy has a BA from St. Mary's College of California's Executive Business Management Program. nmullally@alamocapital.com |
Bill Mullally - President
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With over 35 years of experience with securities markets, Bill was head trader for both Security Pacific National Bank and Stone & Youngberg. He was the branch manager for the municipal bond department for Paine Webber (San Francisco), and is a registered municipal bond and equities principal. Bill has three children, all attending college. He enjoys all sports, including softball, basketball, golf, and motorcycling. bmullally@alamocapital.com |
Institutional
Tim Culleton - Institutional Sales
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Tim Culleton was born in Sacramento and has lived in the Bay Area since graduating from UC Berkeley, with a Bachelor's degree in Economics. Tim began his career at Montgomery Securities in San Francisco, followed by becoming a Vice President at Thomas Weisel Partners in 2000. Tim was a Vice President on the Convertible Bond Trading Desk at Thomas Weisel Partners prior to joining Alamo Capital. Tim lives in Moraga with his family and enjoys participating in a variety of outdoor sports in his spare time. tculleton@alamocapital.com |
Joe Doerr - Institutional Sales
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Joe began his career in the capital markets industry with Morgan Stanley in 1996. He worked in operations, as a trading assistant, and as a sales assistant before joining their Middle Markets Fixed Income Division in Los Angeles. Joe grew up in Southern California, lives in San Francisco with his wife, Nancy, and participates in triathlons. jdoerr@alamocapital.com |
Matt Jackson - VP Institutional Sales
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Matt has over 14 years of experience in the municipal bond field. Matt began his career at Franklin Templeton where he was a Municipal Bond Portfolio Manager for almost 10 years. Most recently, Matt was an Institutional Salesman with the Royal Bank of Canada (RBC) Capital Markets in San Francisco. At Alamo Capital Matt will specialize in Municipal Bonds. Matt was born and raised in San Francisco. Matt enjoys playing golf and basketball in his free time. He has a Bachelors of Science and a Masters of Business Administration in Finance from the University of San Francisco. mjackson@alamocapital.com |
Ben Mullally
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Ben Mullally is on Alamo Capital's Institutional desk focused in Sales . He is currently studying for his series 7 and is attending college. His hobbies are basketball, golf, and cooking various gourmet meals. btmullally@alamocapital.com |
Insurance and Retirement
Jeneen Paul
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Jeneen has been in the financial industry since 2006, with her forte being in the areas of retirement planning, college savings, investments, and life insurance. Jeneen holds her Series 7, Series 66, Long Term Care and Life Insurance licenses, and is currently pursuing her designation of a Chartered Retirement Planning Counselor (CRPC®) through the College of Financial Planning. Jeneen received her Bachelor of Science degree in Finance from CSU Hayward, and is an alumni member of Delta Sigma Pi, a professional Business co-ed fraternity. Her interests include reading, traveling, scuba diving and photography. jpaul@alamocapital.com |
Marketing
Sandra Chavez - VP of Marketing and Recruiting
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Sandra manages all marketing campaigns that support the sales team at Alamo Capital. Along with marketing, Sandra is the driver of all internal recruiting efforts to help build the internal team with quality individuals. She has 4 years in the marketing and recruiting industry. Sandra received her BS in Business Administration with a focus in Marketing from CSU Chico. Her hobbies are traveling, bike riding, softball and snowboarding. schavez@alamocapital.com |
Operations
Allison Kent-Aster - Executive VP
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Allison has been in the investment industry for 20 years and has extensive knowledge of Brokerage Operations, Compliance and Supervision. She has previously worked for Fidelity Investments, A.G. Edwards and Round Hill Securities. She assists in all aspects of running and supervising the firm, and continually strives to provide the best products and services available to our clients and our brokers. akent@alamocapital.com |
Marysol Flores
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Marysol Flores has been licensed in insurance and securities for over 5 years and has worked in retail and investment banking since 2002. Marysol is a UC Davis undergraduate alum and received her Master’s from Baruch college in New York, NY. She is a Los Angeles, CA native and speaks Spanish and Portuguese fluently, French conversationally. She loves travelling and is happy to be a part of the Alamo Capital family! mflores@alamocapital.com |
Natasha Plunkett
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Natasha has 10 years experience in sales and customer service. She is currently taking courses at Diablo Valley College and plans to transfer to a local university to pursue her Business Administration degree. She enjoys volunteering at community events and spending time with her family. nplunkett@alamocapital.com |
Jessica Schafer
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Jessica Schaefer recently graduated with honors from Cal State East Bay with a degree of Business Administration focused in Finance. Prior to joining to Alamo Capital she worked for seven years as an assistant in a financial planning firm, where she learned the ins and outs of wealth and estate management. jschafer@alamocapital.com |
Kallie Wagner - Operations Assistant
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kwagner@alamocapital.com |
Retail
Rick Kummerow - National Sales Manager - Retail Division
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Rick started his career May 1987 with Waddell & Reed Financial Services, as a Registered Representative in St. Petersburg, Florida. His passion for Financial Planning took him to a management career as District Manager, Division Manager, and Regional Vice President, where he acquired his Investment Company/Variable Contracts Limited Representative, Uniform Securities Agent State Law, General Securities Representative, Direct Participation Program, Uniform Investment Advisor Law, Uniform Combined State Law, General Securities Principal, licenses as well as Life/Health/Variable Annuity licenses and Chartered Mutual Fund Counselor designation. Rick relocated to CA as National Sales Manager - Retail Division for Alamo Capital in February 2010. He has one daughter, Kelly, residing in Wisconsin with her husband. Rick graduated from the University of Wisconsin in 1980. His passion outside of the Financial Planning industry is in aviation and currently flies a Cirrus SR22. Rick has over a 1000 hours of flying as a private pilot with single engine land, high performance, tail-wheel, and IFR endorsements. rkummerow@alamocapital.com |
Barney Barnato - VP Investment Counselor
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After achieving acclaim for the highest score as a National Math Scholar, Barney Barnato went on to study at San Francisco State University where he received a degree in International Business Management. In 1985 he joined First California Capital Markets, success at First California led to his being recruited by UBS. Barney's hard driving and competitive nature would see him go on to transform UBS's bond sales division. Barney hobbies include enjoying fine cigars and spending time with his wife and four children, including his two year old twins. bbarnato@alamocapital.com |
Charles Boneck - VP Investment Counselor
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Chuck has 19 years of experience in the personal financial and investment planning profession. Over the course of his career, Chuck has advised corporate executives, professionals, retirees and business owners helping them define, plan for and achieve their financial objectives. Before joining Alamo Capital, Chuck was with Ameriprise Financial, First Republic Bank/Merrill Lynch. Chuck earned a dual undergraduate degree from The University of Nevada, Reno in Economics & Finance and holds a Series 7 and 66. He is a member of the Financial Planning Association (FPA) and National Association of Insurance and Financial Advisors (NAIFA). cboneck@alamocapital.com |
Bill Egan - VP Investment Counselor
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William has been in the financial industry since 1980 and became a stockbroker in 1983. He was born and raised in San Francisco, attending Saint Gabriel's Grammar School, Saint Ignatius College Prep High School, and Saint Mary's College in Moraga, where he received a BA in English in 1977. William played 3 years of varsity tennis in college, as well as serving as sports editor for the school newspaper for a year and a senior on the school's board of directors. William has a great relationship with his clients and feels they are impressed by his preparation, knowledge and integrity. He specializes in equities, retirement accounts and bonds. William is happy to serve a client in any way he can. began@alamocapital.com |
Adam Gold
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Prior to Joining Alamo Capital, Adam was an Associate at Next-Gen Ventures, an early stage Venture Capital fund located in San Francisco. There he focused on raising capital and sourcing investment opportunities. Adam graduated from the University of California at Berkeley with a B.A. in Economics. At UC Berkeley, Adam was a member of the NCAA California Golden Bears baseball team as a pitcher before being selected by the San Diego Padres in the amateur baseball draft. Adam enjoys all outdoor activities including Golf, Snowboarding, and Baseball. agold@alamocapital.com |
Nicole Lim - VP Investment Counselor
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Nicole Lim joins Alamo Capital as a Vice President of Investments. Nicole has been in the Financial Industry since 1994 and enjoys working with her clients to achieve their long-term financial success. Nicole emphasis on portfolio management, 529 plans, equities, and insurance and retirement planning. Nicole received her Bachelor’s Degree in Psychology at the University of California, Irvine. nlim@alamocapital.com |
Russell H. Meers, Jr. - VP Investment Counselor
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Russell has been a financial advisor since May 1993. Prior to joining Alamo Capital, he had been a Vice President at Morgan Stanley Dean Witter and Wells Fargo Securities Inc. Russell holds NASD Series 7 and 63 licenses. He completed his freshman year of college by attending the Virginia Military Institute in Lexington, Virginia. He earned a Bachelor of Arts degree from the University of Georgia in 1973. While attending the University of Georgia, Russell became a member of the Sigma Alpha Epsilon fraternity and held the office of Treasurer during his junior year. He is the proud parent of two children and has lived in San Francisco since 1975. Russell specializes in investment planning, retirement plans and implementing tax saving strategies. rmeers@alamocapital.com |
Bill Melzer - VP Investment Counselor
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Bill has over 30 years experience in all facets of the tax-exempt marketplace with the ability to fulfill the needs of his clientele. bmelzer@alamocapital.com |
Gary Mynatt - VP Investment Counselor
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With over 29 years of experience within the securities market, Gary started his career at E.F. Hutton & Co where he spent 7 years, then moved to Wedbush Morgan Securities for 19 years, next to SMH Capital for 3 years. Gary joined Alamo Capital in 2009 as the first broker in the Las Vegas office. Gary has been married to for 42 years. His hobbies include cooking, wine, art and is a current member of the Sterling Country Club in the Turnberry Towers. |
James Odell
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James studied Economics with an emphasis on Business at the California State University Long Beach. He then went on to work for a financial firm after college where he was a Futures and Options Specialist. He is presently training at Alamo Capital to become a Financial Advisor. He enjoys most sports and his hobbies include motocross, snowboarding, surfing, working out and music. jodell@alamocapital.com |
John Sadeghi - VP Investment Counselor
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John has over 18 years of investment advisory experience in both the institutional and retail arenas. He is a Municipal Bond and General Securities Principal with an emphasis on fixed-income products. As a Registered Investment Advisor (RIA), John advises on wealth management and creates personalized bond ladder portfolios. John is an authority on fixed-income products and has contributed several articles to local publications on this subject. John received a BA degree from the University of California, Davis, where he graduated with honors. jsadeghi@alamocapital.com |
Rob Wong - VP Investment Counselor
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Rob was born and raised in the San Francisco Bay Area and holds a B.S. degree in Business / Computer Information Systems. Rob began his financial services career at Lehman Brothers as a specialist in their Private Client Group where he obtained his Series 7 and 63 licenses. Rob brings 17 years of investment advisory experience to Alamo Capital where his specialty will be personal wealth management with an emphasis on portfolio construction and long-term financial planning. He previously was a Vice President at Redwood Securities in San Francisco and is excited to join Alamo Capital as a Vice President in our Client Investment Group. He resides in Alameda with his wife and two children. rwong@alamocapital.com |
Technology
Andrew Jensen - Chief Technology Coordinator
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Andrew rejoins Alamo Capital after receiving a degree in Economics from the University of California, Irvine. He was born and raised in the Bay Area and is currently taking graduate coursework in Information Systems and Management through UC Berkeley. In his spare time Andrew enjoys playing outdoor sports and watching local sports teams. ajensen@alamocapital.com |
Trading
Sara Johnson - VP Trading
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Sara recently graduated from UC Berkeley with a B.A. in Sociology. She has been working in the financial industry for over 5 years. She enjoys playing softball, bowling, and watching movies. sjohnson@alamocapital.com |
Jae Kang - Agency Trader
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Jae Kang was born and raised in New York City. After receiving his BA degree from Yale he started his career at Sandler O’Neill as an investment banking analyst, then worked for Citigroup for 7 years, most recently as a Sales Associate on the institutional fixed income desk in San Francisco. Jae works on the trading desk at Alamo Capital with a focus on Agencies. He lives in Walnut Creek with wife and daughter. jkang@alamocapital.com |
Ryan Kent - Facilitation Engineer
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Ryan Kent has been with Alamo Capital for over 2 years. He is a student at a local college pursuing his educational goals. Ryan assists in our operation department. His hobbies are snowboarding and all outdoor sports. rkent@alamocapital.com |
Chris Leung - VP Trading
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Chris was born and raised in Hong Kong before coming to the United States to attend Pacific Union College in the Napa Valley, where he graduated with a degree in Business Administration with an emphasis in Information Systems. He worked in Southern California for a year and a half before recently deciding to move back to the Bay Area to be close to his family. Chris also loves playing soccer and basketball and enjoys all kinds of outdoor sports. cleung@alamocapital.com |
Nick Mullally
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Nick attended California State University, Chico where he graduated with a bachelors of science in business administration with an emphasis in marketing and a minor in international business. Nick was a member of the Division I men’s rugby team at Chico and now plays for the division II men’s Diablo Gaels rugby club. At Alamo Capital Nick specializes in Mortgage-Backed Securities. His other hobbies include golf and travel. npmullally@alamocapital.com |
Patrick Simmons, Seattle - Trading
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1420 5th Avenue #3020 Seattle, WA 98101 |