WM Financial
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13 WM Financial employees in database. Find out everything there's to know about WM Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
WM Financial Employees
Nathan Hale Capital fka Tahoe Fixed Income September 2013 - Present
Girard Securities September 2006 - February 2013
WM Financial January 2006 - September 2006
LPL Financial August 1996 - January 2006
Skills
Series 7, Series 63, Securities, Fixed Income, Investment Advisory, Trading, Investment Strategies, Series 24, FINRA, Bloomberg, Financial Services, Trading Systems, Mutual Funds, Finance, Alternative Investments
Education
California State University-Fullerton 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Faire La Fête August 2012 - Present
Northland Communications May 2013 - March 2014
Energy Efficient Systems, LLC May 2008 - December 2012
Barrier Motors September 2005 - April 2007
WM Financial June 2002 - December 2003
Skills
Early Childhood..., Accounting, Adept problem-solver, Leadership, Accounts Payable &..., Journal Entries, Account Reconciliation, Customer Relations, Accruals, Monthly Close Process, Project Planning, Microsoft Office, Office Administration, Project Management, Digital Photography, Financial Accounting, Lesson Planning, Teaching, Special Education, Curriculum Design, Elementary Education, Classroom Management, Classroom, Curriculum Development, Tutoring, Literacy, Differentiated..., Smartboard, Childcare, Child Development, Public Speaking, Customer Service, Fundraising, PowerPoint, Community Outreach, Editing, Team Building, Event Planning, ADP Payroll, Photography, Scrapbooking, Penmanship, Written Communication
Education
University of Washington 1998 — 2012
Bachelor's degree
Bellevue College 1995 — 1998
Associate of Arts (AA)
Franklin High School 1991 — 1995
Diploma
Farmers Insurance March 2000 - Present
Glabman Financial December 1998 - Present
WM Financial June 1999 - July 2001
Skills
Brand Development, Corporate Branding, Telecommunications, Marketing Strategy, Direct Marketing, Television, Radio Advertising, Advertising, Advertising Sales, Outdoor Advertising, Media Relations, Media Planning, Digital Media, Brand Awareness, Toll Free, B2C, B2C marketing, New Business Development, Consultative Selling, Marketing Communications, Number Portability, Selling, Cross Selling, Value Selling, Lead Generation, B2B, B2B Marketing, B2B services
Education
UCLA 1985 — 1988
Bachelor of Arts (BA), Psychology
G/O Digital January 2015 - Present
Hearst Digital Media March 2014 - December 2014
Hearst Digital Media October 2012 - March 2014
ReachLocal October 2011 - October 2012
LMG May 2007 - October 2012
Anytime Fitness October 2009 - March 2011
WM Financial March 2004 - October 2007
Merrill Lynch 1999 - 2004
Skills
Google Analytics, Google Adwords, Google Docs, Adwords Certified, Google Adwords..., Marketing, Social Media Marketing, Digital Marketing, Marketing Management, Marketing Strategy, Online Advertising, Search Advertising, Advertising Management, Microsoft Office, Mobile Marketing, Mobile Advertising, Life Settlements, Life Settlement..., Structured Settlements, Structured Settlement..., Social Media, Digital Media, New Media, New Media Marketing, New Media Consulting, SEO, Investments, B2B, Facebook, SEM, Life Insurance, Direct Marketing, Portfolio Management, Advertising Sales, Social Networking, Lead Generation, Online Marketing, Email Marketing, PPC, Digital Strategy, Web Marketing, Small Business, Advertising, Media Planning, Salesforce.com, Cold Calling, Sales, Integrated Marketing, Sales Management, Web Analytics
Education
Sam Houston State University 1990 — 1994
BBA, Marketing
Sam Houston State University 1989 — 1993
BBA Marketing Focus, Marketing/Marketing Management, General
Edward Jones September 2004 - Present
WM Financial September 2002 - September 2004
A.G. Edwards May 2001 - August 2002
Skills
Wealth Management, Asset Allocation, Wealth Preservation..., Estate Considerations, 401k Rollovers, Mutual Funds
Education
Humboldt State University 1997 — 2001
BA, Business Administration
State of Alaska DOA, DR&B April 2010 - Present
WM Financial July 2005 - September 2008
Gila River Indian Casino September 2002 - June 2004
Skills
Policy, Microsoft Office, Customer Service, Public Speaking, Retirement, Team Management, Risk Management, Process Improvement, Analysis, Financial Analysis, Psychotherapy, Data Analysis, Leadership Development, Organizational..., Strategic Planning, Budgets, Microsoft Excel, Team Building, Business Planning, PowerPoint, Leadership, Training, Coaching, Insurance
Education
LCSC 1998 — 2000
Bachelor of Science (BS), Business Administration and Management, General
AVTEC-Alaska's Institute of Technology 1994 — 1995
Shop Foreman Certificate, Automobile/Automotive Mechanics Technology/Technician
RDB-Consulting November 2004 - Present
WM Financial January 1996 - January 2004
Morgan Stanley Dean Witter October 1987 - December 1996
Skills
Financial Analysis, Capital, Asset Management, Portfolio Management, Financial Management, Valuation, Financial Reporting, Financial Planning, Financial Modeling, Corporate Finance, Forecasting, Due Diligence, Asset, Investments, Wealth Management, Private Banking, Strategic Planning, Investment Banking, Private Equity, Equities, Retirement Planning, Alternative Investments, Capital Markets, Mutual Funds, Business Strategy, Funding, Securities
Education
University of Southern California
Wells Fargo December 2013 - Present
Rodan + Fields Dermatologists June 2013 - Present
Wells Fargo Funds Management Group August 2009 - December 2013
Wells Fargo January 2008 - August 2009
WM Financial 2005 - 2008
WaMu Investments 2005 - 2008
Washington Mutual 2001 - 2008
GeoSpatial Technologies, Inc. February 2000 - May 2001
Law Offices of Vlahos & Vlahos April 1994 - December 1999
First Nationwide Bank June 1992 - April 1994
Skills
Series 7, FINRA
Education
San Francisco State University, College of Business 1994 — 1999
Bachelor of Science, International Business
Celina ISD August 2014 - Present
Legacy Preparatory Charter Academy 2015 - 2015
Legacy Preparatory Charter Academy 2015 - 2015
Legacy Preparatory Charter Academy 2015 - 2015
Dallas ISD September 2011 - November 2013
Congar Institute December 2009 - August 2011
Student May 2009 - November 2009
WM Financial February 2004 - May 2009
Revolution Funding September 2003 - December 2003
Indy Mac Bank April 2000 - September 2003
Skills
Access, Accounting, Editing, Teamwork, Management, Nonprofits, Time Management, Event Planning, Teaching, Software Documentation, Leadership, Analysis
Education
Oblate School of Theology 2010 — 2015
MAPM, Theology
Azusa Pacific University 2005 — 2007
B.A, Biblical Studies
Citrus College 2003 — 2005
Associates Degrees, Business & Behavioral Science
Applied General Agency January 2009 - Present
Genworth Financial January 2006 - January 2009
Allianz Life January 2001 - January 2006
Pacific Life January 2000 - January 2001
WM FINANCIAL January 1999 - January 2000
Skills
Fixed Annuities, Series 6, Variable Annuities, Long-term Care, Series 63, Insurance, Mutual Funds, Life Insurance, Term Life Insurance, Retirement, Employee Benefits, CRM, Selling, Medicare, Health Insurance, Brokers, Health Savings Accounts, Retirement Planning, Disability Insurance, 401k
Education
California State University
B.A, Economics
California State University-Fullerton
BA, Economics
HunterDonaldson August 2012 - Present
Smith Barney April 2008 - June 2009
wm financial 2007 - 2008
Morgan Stanley 1986 - 2007
Skills
Securities, Mutual Funds, Equities, Series 7, Series 63, Retirement Planning, Investments, Asset Managment, Asset Allocation, Asset Management, Risk Management, Fixed Income, Wealth Management, Financial Services, Portfolio Management, Management, Hedge Funds, FINRA, Investment Advisory, Insurance, Banking, Trading, Finance, Credit Analysis, Credit, Financial Advisory, Financial Modeling, Financial Analysis
Education
University of California, Berkeley 1980 — 1984
ba, social science
Dominguez high school
Endeavor Air May 2015 - Present
Wells Fargo Investments September 2008 - August 2012
Boutique manhattan January 2005 - June 2008
WM Financial July 2004 - March 2005
Skills
Aviation, Flight Dispatch
Education
University of Washington 1989 — 1994
Bachelor's Degree, History
Green River Community College
U.S. Banccorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC 2010 - Present
JPMorgan Chase June 2004 - March 2010
Charles Schwab June 1994 - April 2004
WM Financial 1991 - 1995
Education
San Francisco State University 1984 — 1987
Bachelor of Science (B.S.), Finance
Stewart County High School