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Mitch Anderson is a Co-Founding Member of 1820 Investment Group, LLC, and served as the group’s inaugural Sergeant-At-Arms (2008-2009).
Mitch holds a Bachelor of Science in Engineering, Mechanical Engineering from Arizona State University in Tempe, Arizona, where he graduated magna cum laude.
After graduating from ASU, Mitch went to work for General Atomics Aeronautical Systems in San Diego, California. There, Mitch designed mechanical components for the military’s Predator variant unmanned aerial vehicles (UAVs). Mitch currently works as a Senior Engineer for SRP in Tempe, Arizona, after completing the company’s rotational engineering program. Mitch currently performs machinery diagnostics, project management and design work for numerous power plants in Arizona.
Mitch is a certified Engineer-in-Training (EIT) and a Level II Vibration Analyst.
Michael Barber is a Co-Founding Member and the current Technology Officer for 1820 Investment Group.
Michael holds a Bachelor of Arts in Communication and a Bachelor of Science in Marketing from the University of Arizona. While at Arizona, Michael led the advertising department at the student newspaper during the years it was named the #1 student newspaper in the country.
After graduating from the University of Arizona, Michael has gone on to work at several award-winning digital marketing agencies including Mighty Interactive, Sitewire and Nomadic Agency. In his most recent position, he enjoyed the unique opportunity of providing digital and promotional marketing strategy to some of the world’s most admired brands including Ubisoft, Southwest Airlines, Microsoft, Pulte and ACCO Brands.
Michael resides in Los Angeles with his wife, Tammy, and dog, McDoogle. In his spare time, he blogs about digital marketing and life at.
Jim Blakely is a Co-Founding Member of 1820 Investment Group, LLC and served as the group’s Co-Secretary (2008-2009).
Jim is a founding partner of Blakely Walters Wealth Management LLC, an independent financial advising/planning company which currently provides investment advisory and financial planning services to over 200 clients ranging from single individuals to large companies.
Jim has been a Financial Advisor since 2003, and has been recognized by the Million Dollar Round Table as among the top 2% of licensed advisors in the world.
Jim has a B.S. in Marketing from the W.P. Carey School of Business at Arizona State University, and is currently pursuing the professional designation of Certified Financial Planner (CFP).
Outside of work, Jim enjoys spending time with his growing family, volunteering as a youth leader at his church, and participating in an array of outdoor activities.
Ken Bonham is a Co-Founding Member of 1820 Investment Group, LLC.
Ken Bonham is an ASU alumni who received his bachelor’s degree in Secondary Education Social Studies with both a middle school and high school state of Arizona endorsement. However, the business world called and Ken joined a publishing company where he was not only the first hire but responsible for all of the sales, marketing and day to day operations of the business. Ken moved on to executive recruiting for the Investment banking world where he specialized in middle office operations and equity analyst job placements, placing executives at JP Morgan Chase, Bank of America, Bear Stearns, Merrill Lynch, and other firms.
Currently, Ken is a partner at the Lucid Agency with fellow 1820 Member Scott Kauffman, where Ken is responsible for The Lucid Agency’s Business Development. To finish up 2009, Ken was pleased to finalize a deal with ASU WP Carey School of Business. Ken is also the founding partner and Sales Director for Energy Advisors, LLC which he also owns with Scott.
Ken’s hobbies include officiating professional hockey, politics, and cycling.
Chuck Coolidge is a Co-Founding Member of 1820 Investment Group, LLC.
Chuck Is currently a Senior Project Manager for Lincoln Strategy Group LLC, a full service public affairs and political consulting firm. Chuck holds a bachelor’s degree in Political Science from the University of Arizona.
In addition to his career in public affairs, Chuck is also an entrepreneur. Chuck is the President of Trial By Fire, an organization designed to host professional and amateur racecar driving schools with its own clothing line as well. Chuck is also the CEO for HC Marketing LLC, a company created to enhance corporate social responsibility campaigns.
Chuck Coolidge also serves as a Member of the Board at the Turkmenistan Youth and Civic Values Foundation, a 501(c)(3) non-profit organization dedicated to developing and encouraging civic values, international experience, and community engagement amongst the people of Turkmenistan.
Dan Corey joined 1820 during the summer of 2010. Immediately after joining, he served as 1820’s tech officer.
Dan is currently a technical team lead for a large financial institution. He supervises a team with members located throughout the United States and is responsible for application performance testing of key enterprise applications. With thousands of branches throughout the US and transaction volume well in excess of $1 billion per day, Dan provides the leadership required to ensure these systems can handle the traffic and transactions under any conditions. Dan was pleased that all systems performed flawlessly during the dramatic and unexpected increases seen during the peak of the financial crisis of 2008-2009.
In addition to US based work, Dan has extensive experience dealing with offshore labor and the specific challenges and opportunities such work presents. Dan enjoys the different perspective this work can bring.
Dan obtained his MBA with an emphasis in international business in 2011. While in the MBA program, Dan served on the Executive Student Advisory Board and assisted in refining and reviewing the newly drafted bylaws. Dan also coordinated with director level faculty and assisted in defining the mission and scope of the new organization. Intent on acquiring a diverse mix of business knowledge, he rigorously pursued many extra classes while working toward his MBA.
In his spare time Dan enjoys international travel, studying economic and technological trends, self‑defense/martial arts and reading and learning about anything and everything.
Nick Jensen is a co-founding member of 1820 Investment Group, LLC and served as its inaugural President. Nick currently serves as the Tax Matters Partners for the group and as Chair of the Audit Committee.
Nick is an associate attorney at Lewis and Roca LLP, where he concentrates his practice on business and real estate transactions. In his corporate practice, Nick counsels clients in business formations and entity selection, commercial transactions, mergers, acquisitions, restructuring, private offerings and joint ventures and the tax issues related to those transactions for corporations, limited liability companies, partnerships and individuals. In his real estate practice, Nick represents a wide range of investors, including institutional investors, corporate portfolio managers, REITs, private equity firms and developers in all types of transactions, including acquisitions, joint ventures, development projects, capital raising, refinancings, sales, 1031 exchanges, leases, and sale-leasebacks.
Nick is also a Certified Public Accountant in the state of Arizona. He is the Director and President of Young Tax Professionals, and has lectured and written on a broad range of taxation and corporate securities-related issues such as the Dodd-Frank Act of 2010, asset protection and limited liability companies, formation of tax-exempt organizations, and taxation of Islamic financial instruments.
Nick holds a bachelor’s degree in accountancy from Arizona State University, W.P. Carey School of Business, a juris doctorate from the University of Arizona James E. Rogers College of Law, and a master of laws in taxation from New York University School of Law.
Nick was born and raised in Oregon and currently resides in Tucson, Arizona with his wife, Melissa, and their dog, Zooey. Nick enjoys running, cycling, cooking, travel, playing Angry Birds on his iPhone and rooting for the Portland Timbers.
Scott Kaufmann is a Co-Founding Member of 1820 Investment Group, LLC. Scott previously served as the inaugural Portfolio Manager and also as Vice President.
Scott is an entrepreneur at heart, with a particular passion for real estate and investments. Scott is a member of the Urban Land Institute, the International Council of Shopping Centers, the Lambda Alpha International Student Association and the National Association of Industrial and Office Properties.
Scott is also a founder of Lucid Agency, an online marketing agency. Scott earned a Bachelor of Science in Finance and a Bachelor of Science in Marketing from the Barrett Honors College through the W.P. Carey School of Business at Arizona State University. Scott also holds a Masters in Real Estate Development (MRED) from Arizona State University.
Prior to completing his Masters in Real Estate Development, Scott performed a variety of financial and marketing roles at a respected interactive marketing and advertising agency, with responsibilities for oversight and strategic development of the nationwide interactive marketing initiatives for such companies as Pulte Homes, University of Phoenix, Olive Garden and many more.
Mike holds a Bachelor of Science in Business Administration with an emphasis in Accounting from Adams State College in Alamosa, Colorado. Mike also earned a Masters of Business Administration from ASU and is licensed in the State of Arizona as CPA.
Mike began his professional career at a regional public accounting firm in Arizona where he worked as an auditor, performing annual audits and quarterly reviews on publicly held companies in a wide range of industries, including mining, manufacturing, technology, and financial services. During his time in public accounting, Mike gained experience in financial statement and SEC filing preparation, stock option and warrant valuation, and M&A accounting and disclosures. After three years in public accounting Mike moved to industry and went to work as a financial analyst for a mid-sized consumer products company that sold its products globally. As a financial analyst Mike designed and implemented product margin analysis reporting tools, cash flow planning tools, and inventory control systems based on the “Order Up To” model of inventory control. Mike is currently a Regional Controller for Troon Golf in Scottsdale where he is responsible for the accounting and finance operations of up to 15high end private and daily-fee golf clubs across the United States. In addition to managing the accounting and finance operations, Mike is working on various projects centered on returning the golf clubs to a state of profitability and finding ways to maintain an extraordinary golf experience while being financially efficient.
Beyond his professional life, Mike enjoys golfing and following his alma maters football teams, the Hamilton High Huskies and the Adams State Grizzlies. While at Hamilton, Mike was selected to the All-Arizona and All-America teams, and while at Adams State he was selected to the All-Conference team, all as a linebacker.
Jesse Moreng joined 1820 Investment Group, LLC in July 2009.
Jesse is the founder and President of Diversified Landscape Management LLC (). Jesse is a registered Arizona contractor, active member of the Arizona Association of Community Managers, and the Community Associations Institute. Jesse and his team at DLM focus on commercial landscape maintenance and construction in Phoenix, Arizona and strive to provide great service, build lasting relationships, and give back to the community.
Jesse has recently gotten involved on a part time basis with Moreng Metal Products (). Since 1902 and over three generations, Moreng Metal Products has maintained a tradition of quality while serving the metal fabrication needs of demanding customers both large and small.
Jesse holds a Bachelor of Interdisciplinary Studies with concentrations in Political Science and Business from Arizona State University. Jesse is a proud 2010 graduate of the Institute for Integrative Nutrition and continues to pursue interests in health, nutrition and wellness. Such pursuits include health coaching, continued education, and sharing his knowledge with others. In addition to his experience and passion for business and nutrition, Jesse has been enjoyably involved with martial arts for over 20 years. With over 14 years of amateur wrestling experience, years in amateur boxing and ju-jitsu, as well as competing as a professional mixed martial artist, Jesse considers martial arts a strong influence in his life. In addition to martial arts, yoga and triathlons have also become a part of Jesse’s weekly schedule.
Jesse is looking forward to 2012 and has plans for expanding his business, traveling to new places, trying new things and meeting great people. Jesse and his wife Jasmine are expecting their first baby in late April of 2012.
Bill Plona is a Co-Founding Member of 1820 Investment Group LLC.
Bill earned a Bachelor of Science in Mechanical Engineering through the Ira A. Fulton School of Engineering at Arizona State University.
Since completing his degree in engineering, Bill’s career path has taken him into the energy sector where he has worked for the utility Southern California Edison and currently Salt River Project — the nation’s 3rd largest public utility, servicing electricity to the greater Phoenix area.
Early on in Bill’s career, much of his work focused on performance engineering at local power plants, performing tests on various system components. Currently Bill is working on large capital projects pertaining to emission control equipment.
Shane Thompson, Co-Founding Member and Inaugural Vice-President, has been elected for the 2011-2012 year as Vice President of the 1820 Investment Group LLC.
Shane holds a Bachelor of Science in Mechanical Engineering Technology from Arizona State University. Shane also holds a Master of Business Administration (MBA) through ASU’s W.P. Carey College of Business with areas of emphasis in International Business and Finance. In this program he studied emerging business environments in Beijing, Shanghai and Suzhou, China, as well as Delhi, Pune and Mumbai, India.
Shane’s professional background includes over a decade of Civil, Mechanical and Manufacturing Engineering roles including design, project management and business operations. Shane is also carries a Professional Engineer (PE) license in Civil Engineering in the State of Arizona.
Shane is currently an Account Executive for Goodrich Aerostructures, a Fortune 500 company, where he provides aftermarket support to Airline clients in the regions of Japan, Korea, Malaysia and India subcontinent.
Shane is also an Ironman Triathlete and hobbies include sailing, reading and enjoying San Diego with his wife.
As an investor and businessperson, Shane has a keen interest in emerging markets, and specifically BRIC countries (Brazil, Russia, India, and China).
Michael Vargas was a co-founding member of the 1820 Investment Group and has served as an officer on the executive committee for the past three years, including serving as president of the group from July 2010 to July 2011.
Professionally, Michael is a government affairs representative with Arizona’s largest and longest-serving electric utility company, Arizona Public Service (APS). At APS, Michael works with state and locally elected government officials and various state, county, and municipal agencies. There he primarily helps represent APS on the legislative front at the state level.
Prior to his role at APS, Michael was a legislative affairs assistant at the Arizona Attorney General’s Office and the Office of the Superintendent of Public Instruction at the Arizona Department of Education. Additionally, he worked for a public relations firm that specialized in political consulting and strategic communications.
Michael has volunteered on behalf of the International Republican Institute, a non-profit organization that promotes democracy abroad.
Michael is a graduate of Arizona State University.
Ike Wilson is a Co-Founding Member of 1820 Investment Group LLC.
Ike moved to Arizona in June of 2005 after completing a degree in Radiologic Technology from New Mexico State University. He is currently working in the Radiology field as a Radiologic Technologist with Cigna Medical Group of Arizona. Ike is a member of the American Registry of Radiologic Technologists, American Society of Radiologic Technologists, and Medical Radiologic Technology Board of Examiners. While working with Cigna, Ike has also been certified in Bone Density by The International Society for Clinical Densitometry.
Outside of his professional career, Ike spends his time playing team sports, wakeboarding, and cheering on the Phoenix Suns. As a new dog owner, he also enjoys training his new dog, Cooper.
As an investor, Ike is an eager student of varying investment principles and strategies. With only a small amount of experience in investing other than retirement accounts, he has greatly increased his investment knowledge while participating in 1820 Investment Group, LLC.
Xingyu (Shawn) Wu is a member of 1820 Investment Group, LLC.
Shawn received his MBA from Arizona State University in 2011. In 2000, Shawn received a Master of Accounting from Shanghai University of Finance and Economics. Shawn is also a CFA Charterholder.
Currently, Shawn is a senior manager at the Shanghai Stock Exchange. He oversees dozens of listed companies’ information disclosure and corporate governance. He has established his reputation in the Chinese stock market in the past decade. In 2005, he was the leading regulator at the Shanghai Stock Exchange regarding the topic of Non-Tradable Shares Reform. In 2006, he led a team to launch the first internal control guidance for listed companies in China. In 2003, when he was a regulator trainee at the China Securities Regulatory Commission, he took the lead in designing the securities offering sponsor system.
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