DaVinci Financial & Insurance Associates
Address: 2525 Main Street Suite 360, Irvine, CA 92614 Phone: (949) 486-4900Website: : : Hours: : Category: : : : Place name: Website: http://www.davincifia.com/DaVinci_Financial/Contact_Us.html Category: Corporate office 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of DaVinci Financial & Insurance Associates Posting publicly on the Web Write a review Reviews 5 Google reviews
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DaVinci Financial & Insurance Associates Employees
Capital Synergy Partners October 2012 - Present
Davinci Financial & Insurance Associates December 2011 - Present
Skills
Business Planning, Insurance, Qualified Retirement..., Health Insurance, Voluntary Employee..., Wealth Management, Investment Advisory
Education
UC Riverside 2004 — 2008
Bachelor of Science (B.S.), Finance, General
DaVinci Financial & Insurance Associates December 2012 - Present
Mohegan Sun November 2008 - November 2012
Academy of the Holy Family High School September 2008 - November 2012
Uss Providence SSN 719 1992 - 1995
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Small Business, Equities, Competitive Analysis, Risk Management, Investments, Training, Analysis, Retirement Planning, Financial Analysis, Entrepreneurship, Business Planning, Leadership, Sales, Term Life Insurance, Whole Life, Universal Life, Marketing, Team Building, Data Analysis, Public Speaking, Social Networking, Microsoft Excel, Social Media, Cold Calling, Employee Benefits, Recruiting, Wealth, Financial Planning, Customer Service, Insurance, Strategic Planning, Management, Retirement
Education
Auburn High School
Auburn, Nebraska
Eastern Connecticut State University
Bachelor of Science (B.S.), Mathematics
Naval Nuclear Power School
Mechanical Engineering, Nuclear Engineering, Power Plant Systems and Operations
Woodstock Academy
loanDepot March 2014 - Present
Realty ONE Group, California July 2012 - Present
DaVinci Financial & insurance Associates January 2013 - December 2013
AAA Animal Hospital April 2008 - July 2013
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, leadership abilities, patience and..., punctuality, being courteous and..., good interpersonal..., supportive team player, good role model, Microsoft Excel, Microsoft Word, Leadership, First Time Home Buyers, Single Family Homes, Real Estate, Real Estate Transactions, Property, SFR, Short Sales, REO, Relocation, Foreclosures, Investors, Listings, Buyer Representation, Move Up Buyers, Sellers, Condos, Relocation Buyers, Investment Properties, Referrals, FHA, Real Estate Economics, Selling, Property Management, Real Property, Real Estate Financing, Vacation Homes, Townhomes, Leases, Buyers, e-PRO, Income Properties, HUD, Brokerage, Residential Homes, 1031 Exchanges
Education
California State University-Long Beach 2008 — 2013
Bachelor of Business Economics (BBA), Business Economics
CME Group May 2015 - Present
Orient Fund December 2013 - May 2014
Andrew Arroyo Investments September 2012 - December 2013
DaVinci Financial & Insurance Associates July 2012 - August 2012
China Construction Bank June 2010 - August 2010
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Financial Engineering
University of California, Los Angeles 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics/Economics/Statistics, 3.8/4.0
Calivino Wine Pub February 2014 - Present
Bradley Restaurant & Bar Corp July 2013 - Present
DaVinci Financial & Insurance Associates February 2011 - December 2013
MassMutual Financial Group August 2010 - January 2012
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Financial March 2008 - March 2010
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, 401k, Insurance, Financial Planners, Portfolio Management, Disability Insurance, Wealth Management, Employee Benefits, Wealth, Mergers, Finance, Series 7, Series 63, Mutual Funds, Mergers & Acquisitions, Credit, Small Business, Sales, Estate Planning, IRAs, Series 6
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Finance
Los Angeles Capital Management June 2014 - Present
DaVinci Financial & Insurance Associates May 2013 - September 2013
Capstone Partners Financial & Insurance Services MassMutual Financial Group April 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Social Media, Facebook, Customer Service, Public Speaking, Teamwork, Research, English, Social Networking, Team Leadership, Windows, Sales, Finance, Licensed Life & Health..., Financial Analysis, Business Development..., Data Analysis, Portfolio Management, Management, Accounting
Education
Chapman University 2010 — 2014
Bachelor of Science, Business Administration Finance Emphasis
Chaminade College Preparatory High School 2007 — 2010
DaVinci Financial & Insurance Associates September 2014 - Present
Skills
Start-ups, New Business Development, Team Building, Marketing Strategy, Entrepreneurship, Sales Management, Management, Marketing, Strategic Planning, Strategic Partnerships, Customer Service, Leadership, Business Development, Contract Negotiation, Sales, Fundraising, Business Strategy, Negotiation
Education
Loyola Marymount University 1980 — 1984
BBA, Business Management, Marketing
Geo Environ June 2012 - Present
DaVinci Financial & Insurance Associates September 2014 - March 2015
Waddell & Reed April 2014 - June 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Financial Analysis, PowerPoint, Data Analysis, Investments, Budgets, Process Improvement
Education
California State University-Fullerton 2009 — 2014
Bachelor of Arts (B.A.), Finance, General
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General
The Management Trust April 2014 - Present
SLVDR clothing 2011 - Present
DaVinci Financial & Insurance Associates September 2012 - February 2014
Skills
Accounting, Sales, Microsoft Office, PowerPoint, Event Planning, Financial Analysis, Microsoft Word
Education
Concordia University-Irvine 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
DaVinci Financial & Insurance Associates January 2013 - December 2013
Harmony Tree Learning Center January 2007 - January 2011
Skills
Teaching, PowerPoint, Child Development, Microsoft Excel, Outlook
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.7
United AMG Partners 2014 - Present
Landing Pages Studio May 2013 - August 2014
DaVinci Financial & Insurance Associates August 2012 - December 2012
Holt and Sons International April 2012 - June 2012
Srednerussky Head Office of Sberbank May 2010 - February 2011
Kievskoe branch №5278 of Sberbank October 2006 - May 2010
Skills
Portfolio Management, Customer Service, Strategic Financial..., Investments, Finance, Mergers & Acquisitions, Wealth Management, Insurance, Market Research, Equities, Retirement, Employee Benefits, Sales, Accounting, Fixed Annuities, Life Insurance, Small Business, Financial Planners, 401k
Education
University of California, Irvine 2011 — 2012
Accelerated Certificate Program, Business Administration
Plekhanov Russian University of Economics 2006 — 2009
Master’s and Bachelor's Degree, Finance
Бизнес Молодость
Nordstrom November 2014 - Present
Mission Market March 2014 - June 2015
DaVinci Financial & Insurance Associates August 2014 - January 2015
Macy's April 2013 - March 2014
Rug Weavers May 2010 - September 2012
Party Zone May 2011 - August 2011
Skills
Retail, Customer Service, Retail Sales, Merchandising, Cashiering, Teamwork, Sales, Telephone Skills, Inventory Management, PowerPoint, Microsoft Excel
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2011 — 2016
Bachelor of Arts (B.A.), Finance
DaVinci Financial & Insurance Associates January 2013 - Present
CSULB Student Recreation and Wellness Center August 2010 - Present
International Business Association April 2012 - January 2013
Skills
Sales, Marketing, Finance, Management, Teamwork, Fitness
Education
California State University-Long Beach 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
DaVinci Financial & Insurance Associates February 2014 - Present
Capstone Partners Financial and Insurance Services April 2013 - February 2014
Experience Unlimited January 2013 - April 2013
The Boeing Company June 2003 - January 2013
Boeing 2002 - 2013
Skills
Process Improvement, Leadership, Strategy, Project Management, Team Building, Program Management, Analysis, Budgets, Project Planning, Cross-functional Team..., Manufacturing, Integration, Business Analysis, Business Process..., Change Management, Risk Management, Systems Engineering, Vendor Management, Strategic Planning, Operations Management, Performance Improvement, Configuration Management, Negotiation, Policy, New Business Development, Management, Business Planning, Training, Team Leadership, Operations Improvement, Imaging Solutions, Shared Services, Digital Printing, SharePoint, Visio, Marketing, Sales, Life Insurance, Long Term Care Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business Administration and Management, General
Keller Graduate School of Management of DeVry University
Masters, Telecommunications Management
United Auto Credit Corporation August 2014 - Present
Boot Barn July 2014 - August 2014
UCI Cross Cultural Center September 2013 - June 2014
DaVinci Financial & Insurance Associates February 2014 - May 2014
UCI Cross Cultural Center October 2012 - June 2013
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (BA), Business Economics and Sociology
Pioneer High School 2006 — 2010
High School Diploma
Vertical Pharmaceuticals June 2014 - Present
Vanquish Marketing Group Inc. December 2012 - May 2014
DaVinci Financial & Insurance Associates April 2012 - November 2012
SecurityFinancialOnline.com August 2011 - March 2012
Legend Salon June 2006 - January 2011
Bath & Body Works May 2008 - September 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Life Insurance, Customer Service, Time Management, Sales Presentations, Term Life Insurance, Gmail, Google Docs, Phone Skills, Phone Etiquette, Marketing Communications, Event Based Marketing, Event Management, Product Marketing, Investments, Retail, Microsoft Office, QuickBooks, Marketing, Insurance, Data Analysis, New Business Development, Employee Benefits, Data Entry, Telephone Skills, Social Media, Management, Advertising, Outlook, Strategic Financial..., Facebook, Event Planning, Merchandising, Leadership, Teamwork, Social Media Marketing, Market Research, Direct Marketing, Public Speaking
Education
University of California, Riverside 2008 — 2012
BS, Business Administration, Cum Laude, Management
University of Manchester - Manchester Business School 2011 — 2011
Education Abroad Program, Management, Marketing
Morgner Co. December 2014 - Present
DaVinci Financial & Insurance Associates October 2014 - Present
CB Atelier BrandX May 2013 - February 2014
RocNation - Rocawear/Billionaire Boys Club August 2012 - May 2013
The 4040 Club January 2012 - December 2012
AllSaints Spitalfield June 2011 - May 2012
The Beat January 2010 - May 2011
Skills
Merchandising, Fashion, Marketing, Social Media, Social Media Marketing, Social Networking, Advertising, Visual Merchandising, Brand Development, Sales, New Business Development, Customer Service, Start-ups, Market Research, Marketing Strategy
Education
Fashion Institute of Design & Merchandising 2009 — 2011
Associate of Arts (A.A.), Marketing/International Business
AAG Global Management August 2014 - Present
Bon Appetit June 2011 - August 2013
DaVinci Financial & Insurance Associates January 2012 - May 2013
Venture IAB August 2011 - December 2011
Universal Music Group January 2011 - July 2011
Skills
Digital Marketing, Business Strategy, Start-ups, Marketing, Entrepreneurship, Marketing Strategy, Digital Media, Product Development, Strategic Marketing..., Strategic Partnerships, Business Development, User Interface Design, Business Operations, Corporate Branding, New Media, Market Research, Operating Budgets, Sales Management, Public Relations, E-commerce, Creative Direction, Endorsements, Product Design Support, Visual Identity Design, Technology Integration, Film, Brand Licensing, Strategic Financial..., Financial Modeling, International Business..., New Media Strategy, Management, Artificial Intelligence, Patents
Education
University of LaVerne 2009 — 2013
Bachelor of Arts (B.A.) Business Administration - College of Business and Economics
Claremont McKenna College 2008 — 2008
Business Administration, Management and Operations
DaVinci Financial & Insurance Associates March 2014 - June 2014
China Minsheng Banking Corp.ltd March 2013 - December 2013
Southern Illinois University January 2011 - December 2012
Changshu Rural Commercial Bank June 2012 - August 2012
Huaxing Automobile Sales & Service Co., Ltd June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Finance, Microsoft Excel, Financial Accounting, Financial Planning, Financial Reporting, Corporate Finance, Banking, Strategic Financial..., Valuation, Credit, Investment Banking, Microsoft Word, Bloomberg, PowerPoint, Managerial Finance, Customer Service, Financial Risk, Credit Analysis, Credit Risk, Budgeting, Project Management, Portfolio Management, Financial Forecasting, GAAP, Financial Services, Quantitative Finance, Personal Finance, Leveraged Finance, Solver, JMP, Visual Basic Application, CRM, SAP ERP, The R Project, Capital Markets, Working Capital..., Cost Accounting, Due Diligence, Business Valuation, Sarbanes-Oxley Act, Microsoft Office, Variance Analysis, Process Improvement, Account Reconciliation, Revenue Recognition, General Ledger
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master's Degree, Applied Finance, GPA: 3.55
University of California, Irvine 2014 — 2014
Accelerated Certificate Program, Business Administration and Management, General, GPA: 3.98/4.0
Southern Illinois University, Carbondale 2008 — 2012
Bachelor's Degree, Accounting and Finance, 3.74/4.0
AptClarity LLC April 2015 - Present
China Life Insurance Co.Ltd August 2014 - September 2014
UCLA October 2013 - December 2013
DaVinci Financial & Insurance Associates June 2013 - August 2013
Volunteer Income Tax Assistant October 2012 - April 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, R, QlikView, Actuarial Science, Statistical Modeling, Data Analysis
Education
UCLA 2011 — 2015
Bachelor's degree, Statistics
University of California, Los Angeles 2011 — 2015
Bachelor's degree, Mathematics and Actuarial Science
DaVinci Financial & Insurance Associates October 2012 - Present
Tesoro Diamonds & Fine Jewelry LLC January 2009 - Present
Union Bank July 2012 - October 2012
Wells Fargo Bank November 2009 - June 2012
Wachovia, A Wells Fargo Company September 2009 - April 2010
Tax & Financial Partners, Inc. July 2008 - June 2009
Balboa Capital Corporation January 2006 - July 2007
Bank of America January 2005 - December 2006
Skills
Financial Analysis, Investments, Finance, Credit Analysis, Life Insurance, Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Portfolio Management, Loans, Banking, Credit, Public Speaking, Sales, Customer Service, Business Development, Insurance, Financial Planning
Education
California State University-Fullerton 2003 — 2008
BA, Finance & Marketing
Solid Landings Behavioral Health July 2015 - Present
Solid Landings Behavioral Health April 2014 - July 2015
DaVinci Financial & Insurance Associates October 2013 - March 2014
Anfield Advisors, LLC April 2013 - September 2013
Transfesa June 2011 - September 2011
Skills
High Organizational..., Morningstar, Spanish, Economics, Market Research, Asset Allocation, Investment Strategies, International Finance, Econometrics, Financial Modeling, PowerPoint, Finance, Microsoft Word, Strategic Planning, Analysis, Microsoft Excel, Teamwork
Education
University of California, Irvine 2012 — 2013
Certificates Programs, Business Administration and International Finance
Universidad Carlos III de Madrid 2007 — 2011
Bachelor's degree, Economics
Maverick Brands LLC March 2015 - Present
Keymedia LA January 2015 - Present
DaVinci Financial & Insurance Associates April 2014 - Present
DaVinci Financial & Insurance Associates August 2012 - July 2013
Anteaters' Habitat for Humanity July 2011 - June 2012
Law Offices of Edward M. Rubinstein January 2012 - March 2012
Law Offices of Jules Miller January 2012 - March 2012
National Society of Leadership and Success, Sigma Alpha Pi March 2009 - March 2012
Anteaters' Habitat for Humanity July 2010 - July 2011
Southern California Venture Network (SCVN) May 2009 - December 2010
Skills
Management, Leadership, 401k, Employee Benefits, Sales, Strategic Financial..., Microsoft Word, Research, Insurance, Small Business, Mergers & Acquisitions, PowerPoint, Investments, Microsoft Office, Wealth Management, Portfolio Management, Microsoft Excel, Life Insurance, Public Speaking, Finance, Time Management, Data Analysis, Financial Planning, Customer Service
Education
University of California, Irvine
Bachelors, Business Economics & Criminology, Law, and Society
DaVinci Financial & Insurance Associates March 2012 - Present
The Home Depot September 2008 - December 2009
United States Marine Corps October 2002 - October 2007
Skills
Inventory Management, Customer Service, Microsoft Office, Leadership, Loss Prevention, Team Building, Sales, Team Leadership, Training, Retail, Microsoft Excel, Inventory Control, Merchandising, Access, Buy-sell Agreements, Life Insura, Univer, Term Life Insurance, Whole Life, Retirement Planning, Estate Planning, Indexed Universal Life, Wealth Management, Underwriting, PowerPoint, Outlook, Forecasting
Education
Cal State Fullerton 2011 — 2013
B.A., Finance
Irvine Valley College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Economics
DaVinci Financial & Insurance Associates March 2015 - Present
KB Professionals and Insurance Solutions August 2014 - Present
Farmers Insurance November 2013 - August 2014
Hughes Financial Law September 2008 - August 2013
California Backyard June 2006 - September 2008
Skills
Insurance, Public Speaking, Negotiation, Small Business, Sales, Team Leadership, Time Management, General Insurance, Cold Calling, Workers Compensation, Commercial Insurance, Leadership, Customer Service, Training, Social Media, Social Networking
Education
California State University-Sacramento 2008 — 2012
Bachelor of Arts (B.A.), International Relations- Middle East, Senior
Oakmont High School 2004 — 2008
Gaynor & Umanoff, LLP May 2014 - Present
DaVinci Financial & Insurance Associates March 2013 - May 2014
Skills
Financial Accounting, Microsoft Excel, Accounting, Bookkeeping, QuickBooks, Tax, Sales, Investments, Life Insurance, Team Building, Management, Mathematics, Access, Strategic Financial..., Financial Planning, Event Planning, Finance
Education
Stephen F. Austin State University 2009 — 2012
Bachelor's, Accounting
Stephen F. Austin State University 2009 — 2012
Bachelor of Science (B.S.), Accounting
DaVinci Financial & Insurance Associates 2014 - Present
Johnson & Johnson 2014 - 2014
Johnson & Johnson 2013 - 2014
Johnson & Johnson 2007 - 2013
Johnson & Johnson 2006 - 2007
US Army 2004 - 2006
US Army 2001 - 2004
US Army 1997 - 2001
US Army 1995 - 1997
Skills
Manufacturing, Medical Devices, Cross-functional Team..., Product Development, Operations Management, Project Management, Six Sigma, Systems Engineering, Strategic Planning, Lean Manufacturing, CAPA, Quality System, Process Engineering, Matrix Leadership, Matrix Management, cGMP practices, cGMP manufacturing, SAP Implementation, ERP Implementations, Production Planning, Kaizen, DMAIC, S&OP, FDA GMP, Value Stream Mapping, Supply Chain Operations, Plant Operations, P&L
Education
United States Military Academy at West Point 1991 — 1995
Bachelor of Science (BS), Environmental Engineering
Bend Senior High School
Beacon Pointe Advisors July 2015 - Present
DaVinci Financial & Insurance Associates January 2012 - December 2014
Unum January 2011 - March 2012
JPMorgan Chase & Co. June 2009 - December 2010
Morgan Stanley September 2007 - February 2009
Skills
Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Hedge Funds, Wealth Management, Career Development..., Finance, Financial Analysis, Portfolio Management, Retirement, Equities, Customer Service, Small Business, Financial Planning, Leadership, Sales, Wealth, Management, Investments, Financial Services, Life Insurance, Team Building, Marketing, Risk Management, Financial Advisory, Investment Advisory
Education
Concordia University-Irvine 2003 — 2007
Bachelor of Arts (BA), Business Administration with emphasis in Finance and Management
DaVinci Financial & Insurance Associates March 2014 - September 2014
UTi Worldwide Inc. July 2011 - June 2013
Community Hospital of Long Beach July 2009 - July 2011
JRK Property Management September 2008 - May 2009
Corestaff Agency / TABC Toyota May 2008 - January 2009
Bally Technologies October 2005 - May 2008
Skills
Payroll, PeopleSoft, Human Resources, Outlook, Kronos, QuickBooks, Accruals, ADP ReportSmith, Access, Workday, ADP Enterprise, ADP PCPW, ADP E-Time, Timesaver, Microsoft Word, Microsoft Excel, ADP Payroll, Accounts Payable, Accounts Receivable, FMLA, Account Reconciliation, Garnishments, Training, HRIS, General Ledger, Data Entry
Education
University of Phoenix 2009 — 2011
Associates in Accounting
Golden West College 2001 — 2002
Cisco Networking
DeVry Institute of Technology 1992 — 1994
Electronics Technology
Seneca High / Erie County Tech 1988 — 1992
Diploma, Electronics Technology
DaVinci Financial & Insurance Associates June 2013 - Present
MediCredit, Inc. August 2010 - January 2012
MediCredit, Inc. January 1991 - March 2006
GFC, Inc September 1983 - February 1986
Several top Money Center Banks including Chemical Bank, Irving Trust, CIT 1967 - 1983
Skills
Leadership, Management, Recruiting, Sales, Sales Operations, Negotiation, Marketing Management, Finance, Creative Direction, Credit, Loans, Equities, Portfolio Management, Financial Modeling, Investments, Asset Management, Fixed Income, Investment Banking, Valuation
Education
University of Colorado Boulder 1967 — 1972
BS cum laude, Finance & Management
DaVinci Financial & Insurance Associates May 2012 - Present
Solar Electrical Systems April 2012 - May 2012
California Solar July 2010 - April 2012
SCS Engineers 2006 - 2008
Skills
Renewable Energy, Cleantech, Sales, Financial Modeling, Environmental..., Proposal Writing, Alternative Energy, Investments, Sustainability, Research, Climate Change, Public Speaking, Environmental Science, Environmental Policy, Due Diligence, Energy, Project Management, Management, Environmental Awareness
Education
University of California, Santa Barbara 2008 — 2010
Master's degree
Brown University
Bachelor of Science (BS)
DaVinci Financial & Insurance Associates June 2015 - Present
DaVinci Financial & Insurance Associates September 2014 - June 2015
Skills
Marketing, Strategic Planning, Project Management, Management, Sales, Finance
Education
California State University-Fullerton 2013 — 2015
Bachelor’s Degree, Business Administration, Risk Management & Insurance
Golden West College 2011 — 2013
Associate’s Degree, Business Administration and Management, General