IRA Services Trust Company
Address: 1160 Industrial Rd #1, San Carlos, CA 94070 Hours: Open ⋅ Closes 5PM Monday7AM–5PMTuesday7AM–5PMWednesday7AM–5PMThursday7AM–5PMFriday7AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 248-8447: : Place name: : : Category: : : Website: Website: https://www.iraservicestrust.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (6)
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IRA Services Trust Company Employees
IRA Services Trust Company November 2012 - Present
PENSCO Trust Company 1997 - Present
San Francisco Superior Court 1996 - 1997
Skills
Forecasting, Mergers, Budgets, Outlook, Project Management, Team Building, Business Strategy, Marketing, Market Research, Negotiation, Investments, Derivatives, Securities, Wealth Management, General Administrative..., Real Estate Regulations..., Financial Regulations &..., Investment Regulations..., Hedge Fund Management, Alternative Investments, Mutual Fund & Brokerage..., IRA Wealth Management, Transactional Review, Research & Analysis, Due Diligence, Document Management, Customer Service, Process Improvement, Third Party..., Excellent Computer..., Microsoft Office, Accounting, Hedge Funds, Mergers & Acquisitions, Analysis, IRAs, Asset Management, Real Estate, Finance, Investment Properties, Portfolio Management, Banking, Financial Analysis, Real Estate Transactions, Account Reconciliation, REO
Education
San Francisco State University 1992 — 1997
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Lincoln University (CA) 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
IRA Services Trust Company April 2013 - Present
Business Professional Insurance Associates 2011 - 2012
SOURCECORP January 1997 - February 2011
Skills
Electronic Document..., Employee Training, Business Process..., Quality Auditing, Performance Management, Process Improvement
Education
West Valley-Mission College 2006 — 2007
Insurance Billing & Coding
Evergreen Valley College 2005 — 2006
Business Administration and Management, General
IRA Services Trust Company June 2014 - August 2014
Samuel Sinnott and Company June 2013 - August 2013
Menlo Atherton Little League February 2009 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Management, Leadership, Public Speaking, Customer Service
Education
Purdue University 2014 — 2018
Agricultural Economics/Communications
Junipero Serra High School, San Mateo, CA 2010 — 2014
High School Diploma, 3.45 GPA
IRA Services Trust Company August 2013 - Present
SAP May 2013 - Present
IBM Corporation January 2009 - April 2013
Vovici December 2007 - December 2008
Instantis (acquired by Oracle) May 2002 - April 2007
Versata, Inc. May 1999 - June 2001
Dynasty, Inc. November 1998 - May 1999
Fujitsu Software September 1995 - November 1998
Micro Focus, Inc. January 1987 - September 1995
Analytics, Inc. June 1982 - December 1986
Skills
Financial Services, SaaS, Cloud Computing, Solution Selling, Professional Services, Enterprise Software, Business Development, CRM, Sales Enablement, Salesforce.com, Start-ups, Strategic Partnerships, Sales Process, Strategy, Sales Operations, Program Management, Management, Leadership, Analytics, Executive Management, Consulting, Sales, Sales Management, P&L Management, Business Strategy
Education
Stanford University 2007 — 2008
Vanguard University of Southern California 1978 — 1982
B.S., Communications
Polycomp Administrative Services, Inc. September 2014 - Present
IRA Services Trust Company August 2008 - September 2014
SF Bay Area Young Professionals Activities Crew (sfBAYPAC) 2009 - 2012
Wells Fargo June 2007 - August 2008
Agriculture Canada, Government of Canada May 2006 - October 2006
University of Manitoba October 2005 - May 2006
Skills
Analysis, Program Management, Customer Service, Financial Analysis, Strategic Planning, Microsoft Excel, Marketing Strategy, Marketing Communications, Advertising, Brand Awareness, Special Events..., Public Relations, Communications Programs, Sales Management, Lead Generation, Strategic Partnerships, Start-ups, Strategy, Investments
Education
Carleton University 2001 — 2005
Bachelor of Commerce (Honours), Business
IRA Services Trust Company March 2014 - Present
Eric Golub Music December 1992 - Present
3 Crosses (Neighborhood) Church of Castro Valley, CA January 2013 - April 2015
Leaders in Retirement Investment Marketing San Francisco Bay Area 2013 - March 2014
Eric Golub, CISP October 2012 - March 2014
New Direction IRA, Inc. April 2012 - September 2012
The Entrust Group December 2007 - February 2012
TriNet HR Corporation October 2005 - May 2007
Charles Schwab 1999 - 2001
Franklin Templeton Investments 1997 - 1999
Skills
Investments, IRAs, Finance, Alternative Investments, Training, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Public Speaking, Customer Service, Retirement Planning, Strategic Planning, Portfolio Optimization, Webinar Development, Real Estate, Loans, New Business Development, Leadership, PowerPoint, Portfolio Management, Violin, Mortgage Lending, Pensions, Asset Management, Financial Services, Global Asset Allocation, Writing, PowerPoint 2010, Product Management, Ukulele, Business Planning, Investment Strategies, Insurance, Due Diligence, Small Business, Series 7, Securities, Financial Modeling, Risk Management, Fixed Annuities, Financial Analysis, Investment Properties, Equities, Cash Management, Financial Advisory, Entrepreneurship, Strategic Financial..., Credit, Employee Training
Education
University of Hawaii at Manoa 1988 — 1990
MA, Japanese, Ethnomusicology
University of Hawaii at Manoa 1984 — 1987
BA, Asian Studies (Japanese concentration)
Full Spectrum Advisors August 2012 - Present
IRA Services Trust Company June 2009 - August 2012
Sunlight Financial November 2007 - January 2009
Clarion Mortgage November 2006 - October 2007
BayCal Financial May 2004 - October 2006
Bank of America April 2003 - May 2004
Skills
Investments, Business Development, Strategy, Management, Marketing, Sales, Small Business, Mortgage Lending, Portfolio Management, Banking, Vendor Management
Education
College of San Mateo 1992 — 1996
In pursuit, Computer and Information Sciences, General, Business Management, 3.0
Inter Sources Incorporated -
Business Analyst, Project Management, Business Objects, BIG DATA/Hadoop
IRA Services Trust Company 2010 - Present
Franklin Templeton Investments October 1981 - May 2009
Education
University of San Francisco
Business
IRA Services Trust Company July 2008 - Present
Skills
Investments, Mortgage Lending, Loans, Asset Managment, Portfolio Management, IRAs, Asset Management, Real Estate Economics, Funding, Real Estate, Investment Strategies, Real Estate Transactions, Alternative Investments, Investment Properties, Business Development, Credit, Residential Mortgages, Mortgage Banking
Education
Santa Clara University 1970 — 1971
San Jose State University
Bachelor's degree, Mathematics and Computer Science
IRA Services Trust Company January 1979 - Present
Education
University of California, Los Angeles
PhD, Physics