Crowell, Weedon & Co.
Industry: Company
DescriptionHeadquarters: Los Angeles, CA Founded: 1932 Parent organization: D. A. Davidson & Co. Subsidiary: Crowell, Weedon & Co., Asset Management Arm
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Crowell, Weedon & Co. Employees
Raymond James April 2014 - Present
Crowell, Weedon & Co. July 2013 - April 2014
Crowell, Weedon & Co. January 2005 - July 2013
United States Navy July 1970 - April 1993
Skills
Alternative Investments, Strategic Financial..., Investment Strategies, Asset Allocation, Estate Planning, Hedge Funds, Investment Advisory, Fixed Income, FINRA, Series 65, Retirement, ETFs
Education
Lafayette College 1966 — 1970
AB, History
University of Denver 1991 — 1992
Masters of Science, Systems Management
Intel Corporation June 2015 - September 2015
12Twenty, Inc. December 2014 - March 2015
Charlotte Mecklenburg Schools August 2012 - June 2014
Teach For America June 2012 - June 2014
Teach for America October 2010 - May 2012
The Advisory Board Company July 2009 - September 2010
Duke University September 2006 - February 2009
Crowell, Weedon & Co. May 2007 - August 2007
Skills
Social Media, Event Planning, Event Management, Project Management, Community Outreach, Fundraising, Data Analysis, Cross-functional..., Strategy, Public Speaking, Teaching, Educational Leadership, Lesson Planning, Databases, Cross-functional Team..., Financial Analysis
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2012 — 2013
Graduate Certificate, Elementary Education and Teaching, 4.0
Duke University 2005 — 2009
BS, Economics
Falcon Square Capital July 2014 - Present
Crowell, Weedon & Co. November 2011 - October 2013
Stone & Youngberg June 2003 - October 2011
Charles Schwab August 1993 - June 2003
Skills
Bonds, Trading, Investments, Structured Finance, Series 7, High Yield, Fixed Income, Bloomberg, Series 63, Equities, Alternative Investments, Securities, Asset Management, Portfolio Management, Wealth Management
Education
UC Berkeley
BA, Business/Economics
City of Torrance January 2015 - March 2015
Crowell, Weedon & Co. February 2013 - May 2013
Merrill Lynch January 2013 - March 2013
Maker Studios Inc September 2012 - December 2012
Skills
Microsoft Excel, QuickBooks, Outlook, Microsoft Word, Wordpress, PowerPoint, Finance, Accounting, Wealth Management, Event Planning, Marketing
Education
UCLA 2010 — 2014
Bachelor's Degree, Economics
Sciences Po 2014 — 2014
Study Abroad, Economics
The Massimo Group August 2014 - Present
Vistage International, Inc 2014 - Present
Townsend Partners 2004 - Present
CarrAmerica Realty Corp 2000 - 2004
Polygon Development Company 1999 - 2000
The Koll Company 1994 - 1999
Crowell, Weedon & Co. 1992 - 1994
SDC Development Company 1986 - 1992
Turner Construction Company 1981 - 1986
Skills
Senior Real Estate..., Executive Coach, Senior Advisor, Leadership, Strategy, Growth, Collaboration, Innovation, Investments, Valuation, Business Strategy, Real Estate, Strategic Planning, Contract Negotiation, Sales Management, Forecasting, Negotiation, New Business Development, Due Diligence, Financial Analysis, Asset Management, Construction, Disposition, Real Estate Development, Customer Service, Investment Properties, Start-ups, Property, Entitlements, Portfolio Management, Residential Homes, Budgets, P&L responsibility in..., Managed 100's of..., CA Contractor B License..., CA DRE #01898290, Budgeting, Customer Relations, Risk Management, Marketing Strategy, Team Building, Coaching, Business Planning, Problem Solving, Operations Management, Management, Entrepreneurship, Real Estate Economics, Real Estate Transactions, Marketing
Education
Dartmouth College
BA, Engineering/ Economics
Vistage International
Coaching and Peer Advisory and Facilitation
Center for Executive Coaching
Executive Coach Certification
Amos Tuck School of Business, Dartmouth College
Thayer School of Engineering at Dartmouth
MetLife July 2013 - Present
MetLife October 2009 - July 2013
LPL Financial August 2008 - October 2009
Crowell, Weedon & Co. April 2005 - August 2008
Skills
Series 6, Series 63, Variable Annuities, Fixed Annuities, Sales, Presenter, Sales Presentations, Marketing, Financial Advisory, Life Insurance, Retirement Planning, Sales Operations, Investments, Insurance, Retirement
Education
UCLA
Bachelor of Arts (B.A.), Political Science and Government
Wilshire Associates March 2011 - Present
Crowell, Weedon & Co. September 2008 - October 2010
Kravis Leadership Institute December 2007 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Capital IQ, Hedge Funds, Investment Strategies, Fixed Income, Equities, Derivatives, Private Equity, Valuation, Trading, Portfolio Management, Performance Measurement, Performance Attribution, Risk Management, Risk Analysis, Equity Research, Alternative Investments, Quantitative Analytics, Asset Allocation, Quantitative Finance
Education
Claremont Graduate University 2010 — 2011
MS, Math
Claremont Graduate University 2007 — 2009
MS, Financial Engineering
The Mars Agency February 2014 - Present
The Mars Agency February 2013 - January 2014
The Mars Agency August 2011 - January 2013
Wells Fargo Investments June 2011 - August 2011
Crowell, Weedon & Co. January 2011 - May 2011
Columbus Vegetable Oils June 2010 - December 2010
Crowell, Weedon & Co. July 2008 - August 2008
Skills
Marketing, Shopper Marketing, Accounting, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Customer Service, Google Chrome, Finance, Time Management, Leadership, Advertising, Product Promotion
Education
Miami University - Farmer School of Business 2006 — 2010
Bachelor of Science, Accounting
University of Louisville 2008 — 2008
Edina High School 2002 — 2006
RRN Coaching March 2009 - Present
UBS March 2006 - March 2009
Securities Industry 1998 - 2009
Crowell, Weedon & Co. March 2001 - March 2006
Skills
Coaching, Strategic Planning, Public Speaking, Leadership Development, Team Building, Teaching, Customer Service, Change Management, Training, Negotiation, Executive Coaching, Management, Personal Development, Organizational..., English
Education
Landmark Education
WRS
Willett Financial Services August 2005 - Present
Halbert Hargrove November 1995 - August 2005
Crowell, Weedon & Co. 1989 - December 1995
Crowell, Weedon & Co. February 1977 - 1989
Dean Witter & Co. June 1970 - February 1977
Education
UCLA 1966 — 1967
Master of Business Administration (MBA)
Santa Clara University 1957 — 1961
Bachelor of Arts (B.A.), Political Science
Loyola High School 1953 — 1957
World Vision March 2014 - Present
KPMG US October 2012 - February 2014
Azusa Pacific University September 2011 - May 2012
KPMG US June 2011 - July 2011
Crowell, Weedon & Co. May 2008 - September 2010
Skills
Real Estate, Accounting, Auditing, Financial Accounting, Internal Controls, Financial Reporting, Contractual Agreements, Microsoft Excel, Microsoft Word, Outlook, Adobe, Big 4, Personal Finance, Stock Market, Index Funds, Budgets, Financial Analysis
Education
Azusa Pacific University 2010 — 2012
Bachelor of Science (BS), Accounting
Crowell, Weedon & Co. December 2014 - Present
Avon January 2004 - November 2014
Avon March 1997 - January 2004
Avon July 1993 - March 1997
Nestle S.A. September 1992 - January 1993
Procter & Gamble December 1987 - August 1991
Skills
Wealth Management, Personal Finance, Investments, Qualified Retirement..., Sales Operations, Direct Sales, Marketing Strategy, Sales, Cross-functional Team..., Marketing, Forecasting, Business Planning, Sales Management, Leadership, Strategy, Team Building, Retail, Competitive Analysis, Coaching, P&L Management, Merchandising, Management, Strategic Planning, CRM, Succession Planning, Market Analysis, Consumer Products, Business Strategy, Training, Team Leadership, Recruiting, Market Planning, Analysis, Process Improvement, Pricing, Business Development, Product Development, Performance Management, Marketing Management, Product Marketing, Inventory Management, Budgets, New Business Development, Selling, Operations Management, Leadership Development, Supply Chain, Supply Chain Management, Analytics, Entrepreneurship
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Business
University of Southern California - Marshall School of Business 1984 — 1987
BS, Business
University of California, Los Angeles 1983 — 1984
Economics, Freshman Year
Flintridge Preparatory School 1979 — 1983
High School
Serenity Wealth Management- Encino, www.serenitywealthmanagement.com December 2013 - Present
Crowell, Weedon & Co. January 2009 - December 2013
RBC November 2003 - January 2009
Morgan Stanley June 1994 - November 2003
tekelec 1988 - 1993
Skills
Investment Strategies, Investment Advisory, Alternative Investments, Strategic Financial..., Estate Planning, Asset Managment, Equities, Investments, Wealth Management, Financial Advisory, Asset Allocation, Portfolio Management, Small Business, Securities, Marketing, Strategic Planning, Public Speaking
Education
Southern Methodist University 1978 — 1981
Masters of Science, Telecommunications
North Carolina State University 1974 — 1978
Bachelor of Sceince, Aerospace Engineering
North Carolina State University 1974 — 1978
Bachelor of Science, Electrical Engineering (BE)
The American College 2002 — 2005
Certified Financian Planner
EY June 2015 - August 2015
Crowell, Weedon & Co. September 2013 - January 2014
CSUN January 2013 - September 2013
Conejo Recreation and Park District June 2013 - August 2013
Conejo Recreation and Park District June 2012 - August 2012
Do it Center June 2011 - September 2011
Education
California State University-Northridge 2012 — 2016
Accounting, Sophmore
Raymond James & Associates, Inc. January 2015 - Present
Crowell, Weedon & Co. 1977 - January 2015
USMC January 1969 - June 1973
Skills
Investments, Series 7, Asset Management, Equities, Mutual Funds, Asset Allocation, Bonds, Securities, Series 63, Retirement Planning, Financial Planning
Education
UCSD
Bachelor of Arts (B.A.), Economics
Production, Entertainment Technology March 2014 - Present
Bankers Life and Casualty September 2012 - December 2012
Crowell, Weedon & Co. 2007 - 2010
Skills
Licensed Life Insurance..., Social Networking, Customer Service, Medicare, Medicare Advantage, Long-term Care, Medicare Prescription..., Training
Education
Mount St. Mary's College 2014 — 2016
Bachelor's Degree, Accounting and Business/Management
U.S. Army Quartermaster School 1989 — 1990
Certificate, Accounting
AIMPaas August 2014 - Present
TradeStream Analytics, Ltd. October 2012 - Present
GRFConley Inc December 2011 - Present
Titan Trading Analytics May 2011 - October 2012
Crowell, Weedon & Co. November 2007 - January 2011
Bel Air Investment Advisors November 2006 - April 2007
Strome Securities 1998 - 2006
Skills
Trading Systems, Options, Trading, Equities, Hedge Funds, Derivatives, Electronic Trading, Settlement, Securities, Equity Trading, Series 7, Prime Brokerage, Proprietary Trading, Financial Markets, Equity Derivatives, Commodity, Market Data, Traders, Fixed Income, FINRA, Market Making, Portfolio Management, ETFs, Asset Management, Bloomberg, Series 63
Education
University of California, Santa Barbara 1981 — 1986
Ridgeway and Conger, Inc. July 2009 - Present
Crowell, Weedon & Co. February 2005 - July 2009
Morgan Stanley February 2000 - February 2005
Skills
Distinguished..., Karaoke, Professional Networking, Social Networking, Employer Branding, Social Media, Client Acquisition, Social Media Marketing, Customer Acquisition, Business Networking, Investment Strategies, Series 63, Insurance, Team Building, Leadership, Customer Service, Marketing, Member of Toastmasters, Management, Series 7, Public Speaking, Finance
Education
Queen's College 1964 — 1976
Bachelor of Arts, Psychology
Bishop Loughlin Memorial High School 1960 — 1964
New York State Regents Diploma, Academic
Built By Becker October 2014 - Present
Los Angeles Trade Technical College July 2014 - September 2014
Crowell, Weedon & Co. October 2009 - December 2012
Crowell, Weedon & Co. June 2005 - October 2009
Skills
Municipal Bonds, Trading, ThomsonOne, Bloomberg Terminal, Bond Desk, Microsoft Excel, Trade Web, Finance, Electronic Trading, Financial Analysis, Sales, Training, Customer Service, Desktop Application..., Help Desk Support, Technical Support, Microsoft Office, Internet Explorer, Windows XP Pro, Microsoft Word, Bloomberg, Financial Modeling, Windows XP, Tier I Tech Support, Compliance, CompTIA A+ Certification, CompTIA Network+, Firefox, Google Chrome, Troubleshooting, Windows 7, Mac OS, VMware, Networking, Computer Hardware, Financial Statement..., Analysis, Securities, Investments, Inventory Management, FINRA, aml compliance
Education
California State University-Los Angeles 2013 — 2015
Bachelor’s Degree, magna cum laude, Business Administration, option in Finance, minor in Economics
Pasadena City College 2010 — 2012
Associate's degree, Business Administration and Management, General
California Association of Health Underwriters July 2015 - Present
BBSI June 2015 - Present
Inland Empire Association of Health Underwriters July 2014 - Present
Bienvenidos January 2009 - Present
Wayne Guzman Insurance Solutions April 2015 - Present
Her Vision Insurance Services August 2013 - March 2015
Allstate Benefits January 2010 - August 2013
Colonial Life November 2006 - January 2010
Triniti PRM Insurance Services June 2005 - November 2006
Crowell, Weedon & Co. November 2002 - June 2005
Skills
Employee Benefits, Leadership, Health Insurance, Team Building, Strategic Planning, Sales Management, Small Business, Coaching, Leadership Development, Risk Management, Medicare, Property & Casualty..., Sales Operations, Critical Illness, Health Care Reform, Business Development, Fundraising, Nonprofits, Life Insurance, Sales, Workers Compensation, Management Consulting
Education
California State University-Long Beach 1983 — 1988
BS
Don Bosco Technical Institute 1977 — 1982
AS
American Legacy Fine Arts, LLC January 2003 - Present
California Art Club October 1993 - Present
California Art Club May 1993 - Present
Crowell, Weedon & Co. January 1985 - January 1991
Skills
Fine Art, Art, Painting, Visual Arts, Galleries, Contemporary Art, Art Exhibitions, Curating, Oil Painting, Portraits, Interior Design, Mixed Media, Drawing, Public Art, Museums, Art Education, Art History, Sculpture, Watercolor, Artists, Acrylic, Illustration, Figurative Art, Portrait Painting
Education
University of Southern California
Bachelor's Degree, Economics and Mathematics
the University of Southern California where she
dual bachelor's degrees, mathematics and economics
Randstad 2014 - 2014
Crowell, Weedon & Co. September 2009 - November 2012
Skills
Excellent Customer..., Strong Organizational,...
Education
Los Angeles Southwest College
Associate of Arts (A.A.), Sociology
Advancing The Seed, Inc. A 501(c)3 nonprofit organization August 2015 - Present
Advanced Business Strategies, LLC June 2015 - Present
Anthem, Inc. July 2011 - May 2015
Anthem, Inc. July 2008 - July 2011
Magic Johnson Enterprises June 2006 - June 2008
JPMorgan Chase (formerly Bear Stearns & Co.) April 2003 - July 2005
Crowell, Weedon & Co. October 2000 - April 2003
UBS (formerly PaineWebber) June 1999 - October 2000
Wells Fargo July 1997 - June 1999
Skills
Tax Preparation, Individual Returns, Small Business Tax, Corporate Tax, Forecasting, Budgets, Health Insurance, Financial Analysis, Business Planning, Financial Modeling, Cross-functional Team..., Competitive Analysis, Strategic Financial..., Finance, Employee Benefits, Accounting, Investments, Strategic Partnerships, Microsoft Excel, Strategic Planning, Insurance, Leadership, Management, Project Management
Education
University of Southern California 2007 — 2008
Masters in Business Taxation, Tax, Dean's List
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance
University of California, Los Angeles 1995 — 1997
B.A., History/Business Administration
Ameriprise Financial Services, Inc. November 2008 - Present
Crowell, Weedon & Co. February 1999 - October 2006
Education
University of California, San Diego 1989 — 1993
Bachelor of Arts, Mathematics
Del Mar Investment Management November 2014 - Present
Crowell, Weedon & Co. November 2013 - October 2014
Crowell, Weedon & Co. April 2012 - November 2013
Crowell, Weedon & Co. May 2011 - April 2012
Skills
Financial Planning, Retirement Planning, Investment Management, Social Media, Series 7, Social Media Marketing, Marketing, Facebook, Event Planning, Social Networking, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Public Relations, Customer Service, Blogging, Uniform Combined State..., Event Management
Education
California State University-Long Beach 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
University of California, Irvine
Personal Financial Planning Accelerated Course
Crowell, Weedon & Co. May 2012 - Present
Morgan Stanley Wealth Management February 1982 - May 2012
Skills
Series 7, Strategic Planning, Wealth Management, Wealth, Retirement Planning, Investments, Finance, Retirement, Financial Planning, Public Speaking, Customer Service, Falling down and..., Watching you succeed..., Watching you crash and..., Enrolling you to follow..., I Slay dragons in all..., I can make the dead..., I will let you own your..., I will lead if you..., I will teach you a..., I will show you how to..., I will demonstrate...
Education
UCSB 1976 — 1979
Bachelor's degree, Speech Communication and Rhetoric
Loyola High School 1971 — 1975
Doctorate, Theology and Demonic Studies
Co-Owner, Willett Financial Services August 2005 - Present
Halbert Hargrove 1996 - 2005
Crowell, Weedon & Co. 1992 - 1995
Education
UC Irvine
Personal Financial Planning Specialized Studies Program (Accelerated)
UC Santa Barbara 1975 — 1979
Bachelor of Arts (B.A.)
JSR Lending Consultants June 2011 - Present
Crowell, Weedon & Co. August 2010 - June 2011
JSR Lending Consultants April 2009 - August 2010
Commercial Finance Solutions, LLC January 2006 - April 2009
Textron Financial September 2004 - December 2005
Commercial Finance Solutions, LLC September 1999 - October 2004
Unified Examiners, LLC July 1998 - September 1999
Bay View 1996 - 1998
Bank of America 1989 - 1990
Bank of America 1989 - 1990
Skills
Organizational..., Time Management, Troubleshooting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley, Finance, Credit, Account Reconciliation, Strategic Financial..., Sarbanes-Oxley Act, Financial Modeling, Risk Management, Accounts Receivable
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business
Cal State Los Angeles 1987 — 1989
Accounting
University of California, Santa Cruz 1980 — 1984
Bachelor of Arts (B.A.), Political Science
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Carlson Capital, L.P. October 2013 - May 2014
Fortress Investment Group June 2013 - August 2013
Boulevard Investment Group April 2012 - May 2013
Fulcrum Capital Holdings LLC September 2012 - December 2012
Crowell, Weedon & Co. June 2012 - August 2012
Crowell, Weedon & Co. July 2011 - August 2011
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Investments, Finance, Asset Management, Investment Banking
Education
Southern Methodist University 2011 — 2015
BBA Finance with a Specialization in Alternative Asset Management
St. Francis High School 2007 — 2011
Bel Air Investment Advisors 2006 - Present
Crowell, Weedon & Co. 2001 - 2006
24 Hour Fitness 1997 - 2000
Skills
Bloomberg, Valuation, Hedge Funds, Financial Modeling, Asset Allocation, Asset Management, Investment Management, Investments, Fixed Income, Portfolio Management, Financial Analysis, Due Diligence, Private Equity, Capital Markets, Wealth Management
Education
Southern Methodist University 1995 — 1996
Corporate Communications & Public Affair
University of North Texas 1993 — 1995
Darden Brothers, LLC May 2014 - August 2014
Crowell, Weedon & Co. May 2013 - August 2013
Self employed 2011 - July 2013
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc), Business/Commerce, General, 3.49/4.00
Servite High School 2007 — 2011
LPL Financial Advisor - Ronald Coleman Advisors October 2013 - Present
Crowell, Weedon & Co. September 2009 - October 2013
Morgan Stanley Smith Barney July 2004 - September 2009
Epitaph May 1997 - July 2004
Never Records Group December 1995 - September 1996
SST & CRUZ Records February 1988 - November 1995
KCRW 1984 - 1990
Jem Records West July 1987 - January 1988
Rhino Records Westwood January 1987 - June 1987
BAM, LA Reader, Music Connection 1984 - 1987
Skills
Portfolio Management, Series 63, Investments, Entertainment, Real Estate, Investment Advisory, Strategy, Wealth Management, Series 7, Estate Planning, Mutual Funds, Strategic Financial..., Equities, Retirement, Strategic Planning, Leadership, Asset Management, Retirement Planning, Sales, Securities, Music, Alternative Investments, 401k
Education
California State Polytechnic University-Pomona 1980 — 1983
B.S., Communications
New York City Community College 1976 — 1978
A.A.S., Engineering
Exploring Opportunities September 2015 - Present
United Realty Advisors, LP 2014 - 2015
MVP REIT, MVP Realty Advisors,LLC, MVP American Securities,LLC May 2014 - July 2014
Realty Capital Securities 2013 - 2014
NorthStar Realty Securities, LLC February 2010 - August 2013
Dividend Capital 2003 - 2010
DWS Investments 1995 - 2003
Crowell, Weedon & Co. 1987 - 1994
Merrill Lynch 1984 - 1986
Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 24, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, Variable Annuities, Estate Planning, Strategic Financial..., Series 65, Series 53, Securities, ETFs, Financial Planning, FINRA, Alternative Investments
Education
University of Southern California 1982 — 1983
Systems Management
Embry-Riddle Aeronautical University 1977 — 1981
Bachelor of Science (BS), Aeronautical Science/ Management
SOHL Family Advisors September 2006 - Present
St. Mary Medical Center October 2010 - September 2011
Crowell, Weedon & Co. February 2002 - August 2006
Tenet Healthcare 2000 - 2002
St. Vincent Medical Center 1998 - 2000
Skills
Employee Benefits, Orthopedic, Strategic Planning, Hospitals, Event Planning, Management, Oncology, Fundraising, Cardiology, Business Development, Public Speaking, Team Building, Strategic Communications, Business Process..., Physician Relations, Public Relations, Project Management, Program Management, Budgets
Education
California State University-Long Beach
Bachelor of Arts, Liberal Studies (Biology Concentration)
California State University-Long Beach
Master of Arts, Communication Studies
Olam International May 2014 - Present
Agriland Farming Company, Inc. February 2013 - May 2014
Crowell, Weedon & Co. March 2011 - February 2013
JDL Co. Landscaping Inc. January 2007 - March 2011
Skills
Investments, Financial Analysis, Financial Modeling, Alternative Investments, Financial Accounting, Corporate Finance, Financial Risk, Real Estate Investor, Capital Projects, Capital Allocation, Corporate Budgeting, Financial Statement..., IFRS, Financial Audits, Financial Reporting
Education
California State University-Fresno
Bachelor of Business Administration (BBA), Finance
CLAE December 2014 - Present
etailz 2013 - 2014
Crowell, Weedon & Co. May 2012 - August 2012
Gonzaga University August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Public Speaking, Social Media, Microsoft Word, Sales, Facebook, Customer Service, Thompson One, Financial Analysis, Data Analysis, Bloomberg, Event Planning, Event Management, Morningstar, Project Management, QuickBooks, Leadership
Education
Gonzaga University
Bachelor of Arts (B.A.), Economics
State Farm December 2010 - Present
Crowell, Weedon & Co. October 2009 - June 2010
The Hartford May 2005 - October 2009
Schools First Federal Credit Union April 2004 - May 2005
Bank of America May 1996 - April 2004
Skills
Insurance, Financial Services, Retirement Planning, Small Business, Retirement, Investments, Life Insurance, Public Speaking, Marketing, Sales, Coaching, Training, Organizational..., Portfolio Management, Finance, Leadership, Fixed Annuities, Banking
Education
John F. Kennedy University
Bachelor of Arts (BA), Psychology
Terra Tech Corp (TRTC) February 2012 - Present
GrowOp Technology Ltd. January 2010 - Present
Morgan Stanley Smith Barney December 2008 - December 2010
Wachovia, A Wells Fargo Company July 2006 - December 2008
Crowell, Weedon & Co. October 2000 - July 2006
Skills
Insurance, Private Equity, Series 7, Series 3, Series 65, Certified Financial..., Public Companies, Strategic Financial..., Financial Modeling, Reverse Mergers, Mergers, Mergers & Acquisitions, Financial Planning, Business Development, Business Strategy, Risk Management, Investments, Alternative Investments, Management, Venture Capital, Entrepreneurship, Start-ups, Finance, Marketing Strategy, FINRA, Marketing, Sales, New Business Development, Strategic Planning, Leveraging Strategic..., Cultivation, Blogging, Life Insurance, Joint Ventures, Real Estate
Education
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business/ Management
Waymire Consulting May 2011 - Present
Copart September 2008 - May 2011
Waymire, Inc. March 2003 - September 2008
Crowell, Weedon & Co. October 1978 - March 2003
Skills
Business Analysis, Software Documentation, JavaScript, Visio, Stored Procedures, SharePoint, SQL, DB2, SDLC, Database Design, Databases, XML, RPG, Software Design, Accounting, IBM iSeries, Web Services, Systems Analysis, Testing, Software Development, Embedded SQL, Network Administration, ERP, Banking, Time Management, General Ledger, Agile Methodologies, HTML, Web Applications, Integration, EDI, Disaster Recovery, Portfolio Management, IT Management, Access, Program Management, Management, Software Project..., Java, Microsoft Excel, Requirements Analysis, COBOL, Process Improvement, Requirements Gathering, Security, Help Desk Support, FTP, Business Intelligence, IBM AS/400, Windows
Education
Pierce College 1973 — 1975
IT, Business Law, Computer Science, Public Relations, Accounting
LaSalle University
Accounting
New York Institute of Finance
Brokerage Operations
De Groote Financial Group, LLC September 2013 - Present
Girard Securities September 2006 - Present
United Capital Private Wealth Counseling September 2006 - 2013
Crowell, Weedon & Co. 1996 - September 2006
Garry Kelly Safaris March 1994 - November 1996
Skills
Series 7, Estate Planning, Insurance, ETFs, Wealth Management..., Financial Planners, Finance, Investments, Wealth, Personal Financial..., Retirement Planning, Wealth Management, Asset Allocation, Management, Private Equity, Retirement, Financial Modeling, Series 65, Fixed Annuities, Business Planning, Investment Advisory, Strategic Planning, 401k, Series 63, Equities, Life Insurance, Investment Strategies, Alternative Investments, Strategic Financial..., Financial Advisory, Financial Analysis, Portfolio Management, FINRA, Investment Management, Retirement Plan..., Financial Services, High Net Worth..., Mergers & Acquisitions, Long-term Care, Uniform Combined State..., Hedge Funds, IRAs, Wealth Accumulation, Asset Managment, Asset Management, Small Business, Mutual Funds, Certified Financial..., Securities, Series 24
Education
California Lutheran University 2007 — 2009
MBA, Financial Planning
Southern Oregon University 1990 — 1994
EY September 2015 - Present
Ernst and Young January 2015 - March 2015
Crowell, Weedon & Co. May 2013 - August 2013
Point Loma Nazarene University May 2013 - August 2013
San Diego Yacht Club August 2010 - August 2012
Skills
Economics, Sailing, Finance, Microsoft Excel, PowerPoint, Great Motivator, Financial Modeling, Bloomberg Terminal, Organization, Research, Financial Accounting, Accounting, Teamwork, Social Media, Event Planning, Leadership, Microsoft Word, Public Speaking, Data Analysis, Microsoft Office
Education
The College of William and Mary - The Mason School of Business 2014 — 2015
Masters of Accounting, Accounting
Old Dominion University 2011 — 2014
BSBA, Economics & Finance
Point Loma Nazarene University 2010 — 2011
San Pasqual High School
Independent May 2009 - Present
Wells Fargo Investments May 2006 - April 2009
Crowell, Weedon & Co. November 1996 - June 2006
Gruntal & Co. September 1996 - November 1996
Wedbush Securities June 1994 - August 1996
Cruttenden & Co (Roth Capital) February 1992 - February 1994
Skills
Equities, Investments, Trading, Financial Markets, Finance, Risk Management, Banking, Strategic Financial..., Financial Risk, Asset Allocation
Education
University of California, Irvine
B.A., Economics
Western International Securities July 2010 - Present
Crowell, Weedon & Co. December 2006 - August 2010
Morgan Stanley March 1998 - December 2005
Skills
Cooking, Officiating Sports, Speaking French
Education
University of Denver 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
University of Denver - Daniels College of Business 1991 — 1995
BSBA, Hotel, Restaurant & Tourism Mgmt.
Brentwood School
Diploma of Graduation, General Studies
Crowell, Weedon & Co. June 2010 - Present
Quest Business Service, INC September 2009 - June 2010
IKEA August 2004 - June 2010
Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Payroll, QuickBooks, Management, Invoicing, Microsoft Excel, General Ledger, Auditing
Education
California State University-Northridge 2004 — 2009
Bachelor of Science, Finance
J.P. Morgan November 2013 - Present
Crowell, Weedon & Co. March 2011 - November 2013
Wells Fargo Advisors May 2010 - March 2011
Morgan Stanley Smith Barney September 1999 - May 2010
Education
California State University-Northridge 1985 — 1989
BS - Business Administration, Finance
LunaStar Financial November 2000 - Present
Director's Financial Group 2012 - Present
Keller Williams Realty June 2009 - May 2012
Superior Commercial Lending March 2007 - March 2009
Crowell, Weedon & Co. May 1997 - July 2007
Skills
Real Estate, Short Sales, Investors, Sellers, Home, Mortgage, Loans, Brokerage, Investment Properties, Investments, Foreclosures, REO, Single Family Homes, Condos, Selling, Residential, Real Estate Investment, Negotiation, First Time Home Buyers, FHA, Buyer Representation, Buying, First Time Buyers, Purchase, Loss Mitigation, Contract Negotiation, Refinance, Relocation, Real Estate Transactions, Mortgage Lending, Listings, Residential Homes, Real Estate Economics, Buyers, Property, Referrals, New Home Sales, Vacation Homes, 1031 Exchanges, Real Estate Financing, Income Properties, SFR, Commercial Real Estate, Townhomes, Move Up Buyers, Relocation Buyers
Education
California State University-Northridge
Bachelor of Science, Business Administration/Finance
Mission Realty Group July 2012 - Present
Tonik No. 9, LLC May 2010 - Present
Baltic Realty/CENTURY 21 Award January 2003 - July 2012
Independent January 2008 - April 2010
Media Concepts February 2001 - March 2005
MGM Studios March 1997 - March 2002
Crowell, Weedon & Co. July 1994 - June 1996
Skills
Real Estate, Investment Properties, Investors, Single Family Homes, Real Estate Development, Condos, Investments, Residential Homes, Marketing Strategy, Start-ups, Negotiation, Entrepreneurship, Property, Real Estate Transactions, Management, Commercial Real Estate, Short Sales, Asset Management, Sales, Sellers, Finance, Selling, REO, Foreclosures, Property Management, Referrals, First Time Home Buyers, Market Analysis
Education
University of California, San Diego 1988 — 1993
Bachelor of Arts, Economics & Political Science
IHOP 2009 - Present
Crowell, Weedon & Co. May 2012 - August 2013
OST Trucking and Cranes January 2012 - May 2012
IHOP January 1999 - January 2012
Anthony's Construction March 2009 - September 2011
Skills
Surf, Football, Cpr Certified, Social Media Marketing, Social Media, Facebook, Event Management, Event Planning, Public Relations, PowerPoint, Salesforce.com, Microsoft Word, Fundraising, Microsoft Office, Microsoft Excel, Customer Service, Photography, Sales, Public Speaking, Publicity, Cold Calling, Blogging
Education
Cal Poly San Luis Obispo 2006 — 2011
Agricultural Business, Finance, Appraisal
Sacred Heart
Emerald Health Services August 2015 - Present
Soledad Enrichment Action May 2015 - August 2015
Studebt December 2014 - January 2015
Malibu Beach Inn Hotel and Spa August 2014 - October 2014
Crowell, Weedon & Co. March 2012 - August 2014
Kabbalah Centre September 2008 - March 2012
Collision Studios June 2008 - September 2008
Teledyne Technologies Incorporated September 2004 - March 2008
Education
LACC 1992 — 1994
AA Degree, Liberal Arts/Business
Landmark Education 2013 — 2013
Landmark Form, Landmark Advance and Self Expression Leadership Program, Completed Circulum for Living
Cetera Advisor Networks LLC January 2015 - Present
Pro Motorsports 2009 - Present
RE/MAX Real Estate One April 2006 - Present
ProEquities, Inc. January 2000 - December 2014
United States Marine Corps Reserve 1993 - 2006
A.D. Banker & Company 1998 - 2005
Money Concepts 1996 - 2000
Northwestern Mutual 1995 - 1996
Crowell, Weedon & Co. 1994 - 1995
Edward Jones 1993 - 1994
Education
United States Naval Academy 1979 — 1983
B.S., Applied Science/Computer Science
University of Southern California 1978 — 1979
International Relations
Saint Mary's College of California February 2015 - Present
Saint Mary's College of California September 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - September 2014
Crowell, Weedon & Co. May 2012 - July 2012
The Market at Monarch Beach June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Advertising, Facebook, English, Time Management, Management, Sales
Education
Saint Mary's College of California 2012 — 2016
Bachelor of Business Administration (BBA), Accounting, Marketing, Junior
B. Riley & Co. July 2013 - Present
Crowell, Weedon & Co. January 2008 - June 2013
Thomas Weisel Partners February 2004 - January 2008
Wellington Management April 1999 - October 2002
prudential 1995 - 1997
Skills
Equity Trading, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Bloomberg, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Trading, Investment Strategies, Securities, Series 7
Education
Pepperdine University 1997 — 1999
MBA, Finance
Rider University
Bachelor of Science (BS), Finance, General
pennsbury
pennsbury
Mazda North American Operations July 2014 - 2015
Post Modern Edit February 2014 - March 2014
Crowell, Weedon & Co. March 2014 - 2014
Time Warner Cable May 2012 - March 2013
Cox Communications June 1996 - July 2011
Dimension Cable Times Mirrior June 1991 - May 1996
Skills
Advertising artist..., Oracle application for..., Microsoft Office 2010..., Event Management, Educating employees in..., Motivating salespersons..., Effective interoffice..., Online Marketing, Outdoor Advertising, Presentation Development, Sales Leads, Accounting, Customer Service, Leadership, Marketing, Accounts Payable, Training, Telecommunications, PeopleSoft, Call Centers, Cross-functional Team..., Vendor Management, Retail, Sales, Account Management, Customer Retention, Customer Satisfaction, Payroll, Salesforce.com, Management, Sales Operations, Process Improvement, Customer Experience, Team Building, Team Leadership, CRM, Cold Calling, Forecasting, Strategic Partnerships, Direct Sales, Budgets, Recruiting, Sales Presentations, Competitive Analysis, Strategy, Product Marketing, B2B, Sales Process, Lead Generation, VoIP
Education
University of Phoenix 2009 — 2011
Bachelor of Science, Business Management
Saddleback College 2001 — 2007
Certificate in Human Resource Management, Human Resource Management
Bakersfield College 1979 — 1982
Associate of Arts, Graphic Arts and Photography
FTI Consulting September 2015 - Present
AnyPerk September 2014 - May 2015
Summit Wealth & Retirement Partners September 2013 - December 2013
Crowell, Weedon & Co. June 2012 - August 2012
Nan H Tarlow PhD, Licensed Psychologist June 2011 - August 2011
The Sterman Company June 2010 - September 2010
Skills
Filing, Sales, Fax, Microsoft Office, Process Scheduler, Research, Marketing, Teamwork, Data Entry, Microsoft Word, Time Management, Outlook, Administrative...
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration
Universitat Autònoma de Barcelona 2014 — 2014
Global Business; Semester Abroad
Sherman Oaks Center for Enriched Studies 2007 — 2011
High School Diploma
Goldman Sachs June 2014 - Present
SMU Maguire Energy Institute 2013 - May 2014
Southern Methodist University August 2010 - 2014
Barclays Wealth and Investment Management June 2013 - July 2013
The Ritz-Carlton Hotel Company LLC June 2012 - August 2012
Crowell, Weedon & Co. May 2012 - July 2012
The Ritz-Carlton Hotel Company LLC May 2011 - August 2011
The Market at Monarch Beach June 2006 - August 2009
Skills
Microsoft Excel, Advertising, Marketing Communications, Customer Service, Sales, Finance, Investments, Public Speaking
Education
Southern Methodist University 2010 — 2014
BBA and Economics w/ Financial Applications Major, Accounting, Junior
Events by Elizabeth Palmer January 2015 - Present
Anthropologie August 2011 - Present
FLS International April 2014 - September 2014
Self Employed September 2009 - February 2011
FLS International September 2008 - July 2009
Bob Smith BMW & Mini November 2007 - July 2008
Crowell, Weedon & Co. August 2007 - October 2007
Skills
Sales, Customer Service, Communication, Teaching, Teamwork, Team Management, Employee Training, Public Relations, Event Planning, Social Networking, Time Management, Special Event, Fundraising, Styling, Event Designing, Customer Satisfaction
Education
University of Richmond 2014 — 2014
Certificate in Wedding and Event Coordination
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (BA), Communication, General
Spanish American Institute- Sevilla, Spain 2006 — 2006
Semester Abroad, Spanish Language and Literature, Spanish Art and Architecture, European Economics
Lorenzo de Medici- Florence, Italy 2005 — 2005
Summer Semester Abroad, Art History, Italian History
Mayfield Senior School- Pasadena, CA 1999 — 2003
High School Diploma
Crowell, Weedon & Co. August 2010 - Present
Smith Barney 2004 - 2010
Education
University of California, Santa Barbara 1991 — 1996
South High School 1987 — 1991
GitHub January 2015 - Present
Oracle July 2013 - December 2014
Social Intelligence Corp September 2012 - March 2013
Crowell, Weedon & Co. June 2012 - September 2012
Sigma Phi Epsilon, Cal Gamma Chapter January 2011 - January 2012
Aero Financial, Inc June 2010 - September 2010
Skills
Social Networking, Public Speaking, Sales, Market Research, Event Management, Social Media, Microsoft Office, Management, CRM, Social Selling, Business Development, Leadership, Social Media Marketing, Lead Generation, Policy Analysis, Spanish, Start-ups, Marketing, Writing, Salesforce.com, Fundraising, Event Planning, Community Outreach, SaaS, Public Relations, Cloud Computing, Enterprise Software, Marketing Strategy, Agile Application..., Software Development, Continuous Delivery, Continuous Integration
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Cathedral Catholic High School 2005 — 2009
Crowell, Weedon & Co. November 2011 - Present
Skills
Customer Service, Strategic Planning, Microsoft Excel, Risk Management, Sales, Microsoft Office, Budgets, Microsoft Word, Financial Analysis, Investments, Series 7, Series 63, Series 65, Financial Planning, Mutual Funds, Life Insurance, Equities, Retirement Planning, Social Media, Management, Marketing, Operations Management, Insurance, Wealth Management, Process Improvement, New Business Development, Finance, Social Media Marketing
Education
California State University-Los Angeles 2007 — 2009
Bachelor of Science
Los Angeles Mission College 2003 — 2007
Associate Degree
Los Angeles Baptist Jr/Sr High School 1998 — 2003
Diploma
Kaplan Financial Education
Pinecrest Northridge
Pinecrest Northridge
Pinecrest Northridge
Kirsch Wealth Management March 2010 - Present
Crowell, Weedon & Co. December 2004 - March 2010
Morgan Stanley April 2001 - December 2004
Skills
Wealth Management, Financial Services, Finance, Investment Advisory, Investment Strategies
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts, Film and Television
United States Tax Court May 2011 - Present
The Golf Club at Rancho California January 2011 - May 2011
Crowell, Weedon & Co. June 2010 - September 2010
Skills
Trials, Legal Research
Education
Concordia University-Irvine 2008 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Grossmont Community College 2005 — 2007
Bachelor of Business Administration (B.B.A.)
Crowell, Weedon & Co. January 2014 - Present
Thomson Reuters February 2012 - January 2014
Thomson Reuters November 2009 - February 2012
Crowell, Weedon & Co. July 2008 - August 2008
Crowell, Weedon & Co. May 2007 - August 2007
Crowell, Weedon & Co. May 2006 - August 2006
Skills
Social Media, Microsoft Office, Public Speaking, PowerPoint, Social Networking, Microsoft Excel, Social Media Marketing
Education
Miami University 2005 — 2009
BA, History
Miami University Dolibois European Center 2008 — 2008
European Studies, History
Flintridge Preparatory School 1999 — 2005
Achaogen September 2015 - Present
RS Investments March 2013 - September 2015
BlackRock December 2009 - February 2013
Barclays Global Investors March 2004 - December 2009
Crowell, Weedon & Co. November 2002 - March 2004
Skills
Fixed Income, Investments, Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Asset Management, Hedge Funds, ETFs, Investment Strategies, Investment Management, Financial Analysis, Financial Services, Emerging Markets, Financial Risk, Analytics, Project Management, Microsoft Excel, Equities, Bloomberg, Series 63, Capital Markets, Securities, Portfolio Management, Derivatives
Education
Loyola Marymount University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Oppenheimer & Co., Inc. August 2005 - Present
Crowell, Weedon & Co. May 2001 - July 2005
Agapy Health Care Enterprises January 1995 - May 2001
Education
Pepperdine University 1991 — 1994
Bachelors of Arts, Psychology
Merrill Lynch May 2012 - Present
Crowell, Weedon & Co. March 2008 - December 2011
Skills
Equities, Bloomberg, Series 7, Research, Microsoft Office, Financial Analysis, Valuation, Customer Service, Alternative Investments, Microsoft Word, Microsoft Excel, Financial Modeling, Portfolio Management, Writing, Administration, Equity Research, Series 66, Notary, Relationship Management, Risk Management
Education
Pepperdine University 2005 — 2007
2007, Business Administration, Cum Laude
The Thacher School 2000 — 2003
HS
Noble Financial Capital Markets November 2011 - Present
Superior Industries International, Inc. November 2011 - Present
BSD Medical Corp. February 2008 - Present
Meade Instruments Corp. January 1997 - September 2013
Meade Instruments Corp April 1996 - September 2013
B. Riley & Co. September 2008 - November 2011
A.G. Edwards July 1997 - December 2007
Crowell, Weedon & Co. June 1993 - July 1997
Union Bank of California 1990 - 1993
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Venture Capital, Valuation, Securities, Investments, Corporate Finance, Private Placements, Financial Modeling, Due Diligence, Alternative Investments, Hedge Funds, Corporate Development, Financial Analysis, Business Valuation, Mergers, Asset Managment, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance, General
Princeton University 1969 — 1973
AB, Economics
Crowell, Weedon & Co. November 2010 - May 2012
Skills
Microsoft Office, Photoshop, Photography
Education
Brooks Institute of Photography 2001 — 2012
Whittier Trust Company September 2014 - Present
Crowell, Weedon & Co. May 1996 - August 2014
San Gabriel Valley Habitat for Humanity 2004 - January 2012
Skills
Fundraising, Investments, Social Media, Equities, Public Speaking, Wealth Management, Public Relations, Asset Management, Venture Capital, Strategic Planning, Valuation, Event Planning, Private Equity, Marketing, Portfolio Management, Series 7, Asset Managment, Nonprofits, Securities, Customer Service, New Venture Development, Due Diligence, Capital, Alternative Investments, Start-up Ventures, Investment Strategies, Research, Tax
Education
California Polytechnic State University-San Luis Obispo
Loyola High School
Principal Financial Group May 2012 - Present
American - Sino Consulting December 2010 - May 2012
BNY Mellon May 2008 - December 2010
Wedbush Securities October 2004 - May 2008
City National Bank August 2002 - October 2004
A.G. Edwards & Sons, Inc. August 1996 - August 2002
Merrill Lynch May 1993 - August 1996
Crowell, Weedon & Co. January 1987 - May 1993
Dean Witter Reynolds Inc. August 1984 - January 1987
KPMG August 1982 - August 1984
Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63
Education
University of Southern California
BS, Business Administration
Crowell, Weedon & Co. February 2008 - Present
Southwest Securities May 2004 - February 2008
Standard & Poor's June 1991 - April 2004
Education
University of South Carolina-Columbia 1979 — 1982
BS, Economics & Finance
Self Employed Independent Consultant December 2010 - Present
Securities Industry Consulting September 2007 - December 2009
Crowell, Weedon & Co. January 2005 - September 2007
FOLIOfn May 2004 - August 2005
Dreyfus Brokerage Services May 1999 - November 2002
TD Waterhouse February 1994 - May 1999
Newbridge Securities Inc, (Div of Citigroup) February 1992 - February 1993
Shearson Lehman Brothers November 1967 - February 1993
Skills
Compliance, Expert Witness, Vendor Relations, Mutual Funds, Securities, SDLC, Customer Relations, Strategic Planning, Business Analysis, Change Management, Process Engineering, Customer Service, Operations Management, Credit, Executive Management
Education
Brooklyn College
University of California, Los Angeles
Conejo Valley Unified School District September 2015 - Present
The Bay Club Company September 2014 - July 2015
R.K. Hammer Investment Bankers September 2005 - September 2014
Crowell, Weedon & Co. August 2003 - July 2005
Morgan Stanley Wealth Management October 2002 - August 2003
Skills
Curriculum Development, Tutoring, Teaching, Event Planning, Retail, Microsoft Word, Social Networking, Event Management, Fundraising, Management, Research, Public Speaking, Customer Service, Microsoft Office, Leadership, Marketing, Social Media, Social Media Marketing
Education
California State University-Channel Islands School of Education 2010 — 2011
Multiple Subject Teaching Credential
California Lutheran University 1999 — 2001
B. A. Liberal Studies, with an emphasis in Business Marketing
Moorpark College 1995 — 1997
Associate of Arts (A.A.)
Wells Fargo Securities July 2009 - Present
Keefe, Bruyette & Woods July 2007 - July 2009
Wachovia Securities June 2005 - June 2007
Crowell, Weedon & Co. May 2001 - June 2005
Coca-Cola Enterprises 1996 - 1999
Skills
Financial Modeling, Equities, Equity Research, Portfolio Management, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
La Salle University 1990 — 1994
Bachelor of Arts (BA)
Wells Fargo Bank 2004 - 2008
Crowell, Weedon & Co. June 2000 - August 2003
Education
Indiana University Bloomington 1987 — 1991
BS, Finance
Castalia 2011 - Present
Fulbright March 2010 - December 2010
DHInfrastructure May 2009 - February 2010
Smith College July 2008 - August 2008
University of Buenos Aires January 2008 - February 2008
Smith College May 2007 - June 2007
Crowell, Weedon & Co. May 2006 - August 2006
Skills
Public Policy, Economics, Program Management, Management, Financial Modeling, Project Finance, Public/private..., Utilities, Financial Analysis, Economic Regulation, Spanish, Policy, Analysis, Governance, Government, Strategy, Research
Education
Smith College 2005 — 2009
BA, Economics Major, Government Minor, 3.92 (Overall), 4.0 (Economics)
Crescenta Valley High School 2001 — 2005
Natixis December 2014 - Present
Morgan Stanley March 2011 - October 2014
Citadel Investment Group June 2009 - March 2011
Merrill Lynch August 1996 - January 2009
Crowell, Weedon & Co. 1991 - 1994
Smith Barney 1989 - 1991
Skills
Capital Markets, Leveraged Finance, Investment Banking, Fixed Income, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Securities, Bloomberg
Education
UCLA Anderson School of Management 1994 — 1996
MBA, Finance
Claremont McKenna College 1985 — 1989
BA, Economics, Mathematics
MJF Advisors dba through Partnervest Advisory Services August 2010 - Present
Morgan Stanley Smith Barney September 2005 - May 2010
Crowell, Weedon & Co. March 2000 - September 2005
Skills
Investments, Asset Management, Retirement Planning, Retirement, Mutual Funds, Investment Strategies, Financial Planning, Investment Advisory, Wealth Management, Portfolio Management, Financial Advisory, Equities, Securities, 401k, Asset Allocation, Risk Management, Strategic Planning, Employee Benefits, ETFs, Strategic Financial..., Asset Managment, Financial Services, Wealth, Hedging, Finance, Personal Finance, Estate Planning, Alternative Investments, Pensions, Fixed Income, Options, Financial Markets, Financial Modeling, Wealth Management..., Valuation, Financial Planners
Education
Western State University School of Law 1989 — 1992
Doctor of Law (JD), Corprate Law
Menlo College
BS, Accounting
Crowell, Weedon & Co. October 1999 - Present
Skills
Series 7, Wealth Management, Series 63, Estate Planning
Education
University of Colorado Boulder 1995 — 1999
BA, Economics
General Mills July 2015 - Present
General Mills February 2015 - June 2015
General Mills July 2014 - January 2015
General Mills July 2012 - July 2014
General Mills June 2011 - June 2012
General Mills December 2009 - June 2011
FBR June 2008 - August 2008
Crowell, Weedon & Co. October 2005 - August 2007
Office Depot Business Services Division November 2004 - July 2005
Skills
Financial Modeling, Business Valuation, Strategic Planning, Business Development, Equity Valuation, Financial Research, Financial Analysis, Valuation, Due Diligence, Forecasting, Strategic Financial..., Investments, Corporate Finance, Equities, Finance, Business Strategy
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance, Public Accounting, and Corporate Accounting
University of Southern California - Marshall School of Business 2001 — 2004
Bachelor of Science, Business Administration – Entrepreneurial Studies
Los Angeles Valley College September 2014 - Present
Good Nite Inn August 2014 - March 2015
Los Angeles Valley College October 2012 - September 2014
Crowell, Weedon & Co. February 2012 - December 2012
Leeds Interpreting and Translation Service January 2008 - February 2011
The Angel Group October 2009 - October 2010
Leeds City Centre Hotel March 2009 - October 2009
Mohajer Travel Agency June 2005 - September 2006
Jam e Jam Hotel April 2003 - July 2005
Skills
Microsoft Office, Networking, Customer Service, Outlook, Event Planning, Event Management, Public Speaking, Sales, Publicity, Negotiation, Outstanding..., Organizational..., Hospitality Industry, Tourism Management, Real Estate Development, Teamwork, Independent Thinking, Linguistics, Multi-tasked, Multicultural, Analytical Reasoning, Photoshop, Marketing Strategy, Social Media Marketing, Teaching English as a..., Marketing Communications, Sales Management, Foreign Languages, English, Microsoft Word, Microsoft Excel, Social Networking, Public Relations
Education
California State University-Northridge 2015 — 2018
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
Los Angeles Valley College 2011 — 2014
Associate's degree, Business Finance, 4.00
Los Angeles Valley College 2011 — 2014
Certificate, Banking and Financial Support Services, 4.00
Leeds Beckett University 2007 — 2008
MSc, International Tourism Management
Shiraz University 2002 — 2006
BA, English Literature
Wells Fargo Advisors April 2015 - Present
Merrill Lynch May 2013 - March 2015
Bel Air Investment Advisors January 2007 - May 2013
Crowell, Weedon & Co. December 2003 - January 2007
Smith Barney December 2001 - December 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Research, Customer Service, Photoshop, Editing, English, Windows, Budgets
Education
University of California, Santa Barbara 1996 — 2001
BUS/ECON
Zoetis August 2011 - Present
Royal Canin January 2010 - August 2011
Crowell, Weedon & Co. January 2008 - June 2009
Education
University of California, Irvine
Navy Medicine West August 2015 - Present
General Atomics July 2014 - June 2015
LPL Financial July 2013 - December 2013
Cricket Communications January 2013 - June 2013
Bridgepoint Education September 2011 - February 2012
RBS Sempra Commodities/Sempra Energy Solutions April 2006 - November 2009
US Bank September 2005 - January 2006
Crowell, Weedon & Co. June 2005 - August 2005
Express Funding December 2004 - May 2005
Fry's Electronics February 2003 - April 2004
Skills
Data Analysis, Auditing, Financial Analysis, Research, Business Strategy, Microsoft Excel, Finance, PowerPoint, Business Planning, Access, Market Research, Management, Marketing, Financial Modeling, Business Intelligence
Education
San Diego State University 2002 — 2002
Master's Degree, MS, Finance
Babson College 1995 — 1999
BS, Business Administraion
Serra High School 1991 — 1995
HS Diploma, High School diploma
EY October 2015 - Present
Ernst & Young June 2012 - September 2015
Ernst & Young September 1987 - May 2012
Wespac Financial Corporation 1984 - 1987
SmithKline Beckman 1982 - 1984
WD, a Western Digital company 1980 - 1982
Crowell, Weedon & Co. 1975 - 1980
Skills
Financial Reporting, Accounting, Mergers & Acquisitions, Recruiting, Management Consulting, Negotiation, Program Management, Financial Analysis, Strategic Planning, Business Process...
Education
Christian Heritage College
BS in Business Management
San Diego City College
AS in Business Administration
Saddleback College
Certificate in Business Administration
Crowell, Weedon & Co. August 2009 - Present
Morgan Stanley Smith Barney 1981 - 2009
Skills
Wealth Management, Series 65, Series 7, Investment Strategies, Series 63, Retirement Planning, Estate Planning, Asset Management, Mutual Funds, Asset Allocation, Alternative Investments
Education
San Francisco State University 1973 — 1977
Bachelor of Arts (B.A.), International Relations and Affairs
Fairwind Energy Inc. March 2013 - Present
Global Hunter Securities 2013 - Present
Crowell, Weedon & Co. October 2000 - April 2013
Roth Capital Partners November 1993 - October 2000
Skills
Series 7, Investments, Equities, Alternative Investments, Asset Management, Private Equity, Hedge Funds, Securities, Trading, Financial Modeling, Venture Capital, Capital Markets, Valuation, Wealth Management, Portfolio Management, Fixed Income, Bloomberg, Options, Mutual Funds, Series 63, FINRA, Equity Trading, Series 24, Series 4, Series 55
Education
University of California, Los Angeles 1977 — 1984
Economics
University of California, Los Angeles 1977 — 1984
WWM Financial January 2013 - Present
Crowell, Weedon & Co. September 2011 - December 2012
AERO FINANCIAL INC., San Diego, CA January 2010 - December 2010
TEN ASSET MANAGEMENT, Encinitas, CA January 2006 - April 2009
VIEWPOINT INVESTMENT PARTNERS, San Diego, CA January 1999 - April 2006
WALL STREET ASSOCIATES, La Jolla, CA January 1994 - January 1999
FRED ALGER ASSET MANAGEMENT, San Francisco, CA January 1989 - January 1994
Skills
Portfolio Management, Investments, Finance, Strategy, Hedge Funds, Alternative Investments, Asset Management, Equities, Financial Analysis, Mutual Funds, Investment Strategies, Trading
Education
Canisius College
Vanguard June 2015 - Present
Vanguard July 2013 - June 2015
Crowell, Weedon & Co. May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Accounting, Valuation, Investments, Tax, Bloomberg, Equities, Due Diligence, Forecasting, Mutual Funds, Risk Management
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor's degree, Accounting and Finance
Boutique Real Estate Law Office February 2013 - Present
Web Design & Development Firm January 2010 - January 2013
Stroock & Stroock & Lavan LLP August 2006 - January 2008
Charleston Revich & Wollitz 2008 - 2008
Crowell, Weedon & Co. 2008 - 2008
Web Design & Development Company 2004 - 2006
UCLA Neuropsychiatric Institute 2003 - 2004
UCLA School Mental Health Project 2002 - 2003
Skills
Civil Litigation, Legal Research, Litigation Support, Document Review, Arbitration, Courts, Legal Documents, Lexis, Westlaw, Litigation, Research, Legal Writing, Microsoft Word, Microsoft Excel, Wordperfect, Legal Assistance, Corporate Law, Commercial Litigation, Adobe Acrobat, Mediation, Intellectual Property, Employment Law
Education
University of California, Los Angeles 2001 — 2006
Bachelor of Arts, Psychology
Pasadena City College 2011 — 2013
Paralegal Certificate (ABA-approved), Honors Extraordinary
National Association of Legal Assistants (NALA) 2015 — 2015
CP/CLA, Certified Paralegal
Beverly Hills Bar Association 2010 — 2010
Certificate of Completion, Legal Secretary Course
Ridgeway and Conger July 2009 - Present
Crowell, Weedon & Co. February 2005 - July 2009
Morgan Stanley January 2000 - February 2005
Skills
Microsoft Office, Microsoft Excel
Education
Queens College 1964 — 1976
Bachelor of Arts (BA), Psychology
Bishop Loughlin Memorial Higs School 1960 — 1964
Regents Diploma, Acedemic
Crowell, Weedon & Co. April 2009 - Present
Smith Barney December 1986 - March 2009
Education
Claremont McKenna College 1978 — 1982
Bachelor of Arts (B.A.), Economics
San Marino High School 1974 — 1978
CRAMSIB L.L.C August 2012 - Present
ICAP Securities January 2006 - August 2012
Stone & Youngberg L.L.C May 2003 - January 2006
Gruntal & Co September 1997 - April 2003
Crowell, Weedon & Co. September 1990 - July 1997
Sutro & Co. January 1988 - September 1990
Skills
Bonds, Fixed Income, Capital Markets, Strategic Planning, Structured Products, MBS, Trading, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Asset Managment, Equities, Investment Banking, Sales, Customer Service, Problem Solving, Strategic Financial..., Registered Investment..., Financial Risk, Analytic Finance, Securities Licenses..., MICROSOFT OFFICE..., GAME THEORY, BEHAVIORAL ECONOMICS, BEHAVIORAL FINANCE, CONTRACT NEGOTIATIONS, ISDA (INTERNATIONAL..., STRUCTURED FIXED INCOME..., CMBS (COLLATERIZED..., CMO (COLLATERIZED..., CDS, FOOL THEORY AND..., FIXED INCOME RISK..., FLOATING RATE SECURITIES, RAMNIFICATIONS OF THE..., Asset-backed..., Asset Allocation, Asset Management
Education
Anderson School at UCLA 2011 — 2012
Extension Courses, financial engineering, structure finance, Ongoing Extension Courses
University of Arizona 1982 — 1983
Master of Business Administration (M.B.A.), Finance and Financial Management Services, overall gpa 3.80...Finance gpa 4.0
University of Colorado at Boulder 1981 — 1981
ADVANCED FINANCIAL AND ECONOMICS MATHEMATICS STUDIES
American University of Beirut 1978 — 1981
Bachelor of Arts (B.A.), Economics
Crowell, Weedon & Co. August 2007 - Present
Skills
Compliance, Risk..., Reverse engineering...
Education
Wharton School, University of Pennsylvania 2011 — 2011
CRCP, Compliance
UC Santa Barbara, Wharton/FINRA for CRCP
Crowell, Weedon & Co. May 2008 - Present
Education
Eastern Michigan University
Bachelors of Business Administration, Finance; Portfolio Analysis
Weber Distribution November 2011 - Present
Sears Holdings Corporation October 2009 - November 2011
Crowell, Weedon & Co. March 2009 - November 2009
Education
University of San Francisco 2007 — 2009
Master of Arts (MA), Sport Management
UCSD 2003 — 2007
Bachelor of Science (BS), Economics
Crowell, Weedon & Co. June 2010 - Present
Morgan Stanley Smith Barney June 1978 - May 2010
Skills
Investments, Series 7, Strategic Financial..., Investment Strategies, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Equities, Series 65, Estate Planning, Series 63, Asset Managment, Retirement, Securities, Fixed Income, Bonds
Education
UCLA 1970 — 1974
Bachelor of Science (BS), Geology/Earth Science, General
Trust Company of the West May 1990 - Present
Trust Company of the West April 1990 - Present
Crowell, Weedon & Co. June 1980 - April 1990
Seidler AMDEC Securities 1980 - 1990
Skills
Chartered Financial..., Member, Board of..., Member, board of..., Member, board of..., Member Board of...
Education
University of California, Berkeley 1964 — 1965
Master's degree, Economics
Cal State Northridge 1963 — 1965
Bachelor of Arts (B.A.), Economics
Saddleback College Financcial ConsultantA.G. Edwards & Sons, Inc.1991 - 2002
Crowell, Weedon & Co. 1987 - 1991
Education
Saddleback College 2010 — 2014
Fashion/Apparel Design
University of Illinois at Urbana-Champaign 1982 — 1985
Master's Degree, Agricultural Economics
University of Nebraska-Lincoln 1974 — 1978
Bachelor's Degree, Food Science and Technology