Equitec Financial Group
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Equitec Financial Group Employees
Employee
Years
Job
Industry
Jim Dole Jim Dole's Equitec Financial Group Experience 1985 - 1988
Job Sales Account Executive at Delta Dental Insurance Company
Industry Insurance
Experience
Delta Dental Insurance Company May 2006 - Present
Employee Benefit Resources October 1996 - May 2006
Hendrickson, Miller, & Company April 1996 - October 1996
Sungard Shareholder Systems 1988 - 1996
Equitec Financial Group 1985 - 1988
Skills
Sales, Customer Service, Management, Small Business, Health Insurance, Health Savings Accounts, Human Resources, Account Management, Consulting, Pediatric Dental..., Affordable Care Act /..., Employee Benefits, Plan Design, Business Planning, Analysis, Insurance, Strategic Planning
Education
University of Montana 1980 — 1984
BA, Finance
Delta Dental Insurance Company May 2006 - Present
Employee Benefit Resources October 1996 - May 2006
Hendrickson, Miller, & Company April 1996 - October 1996
Sungard Shareholder Systems 1988 - 1996
Equitec Financial Group 1985 - 1988
Skills
Sales, Customer Service, Management, Small Business, Health Insurance, Health Savings Accounts, Human Resources, Account Management, Consulting, Pediatric Dental..., Affordable Care Act /..., Employee Benefits, Plan Design, Business Planning, Analysis, Insurance, Strategic Planning
Education
University of Montana 1980 — 1984
BA, Finance
Walter Burns Walter Burns's Equitec Financial Group Experience January 1984 - September 1985
Job Senior Designer/Construction Management Consultant
Industry Design
Experience
The Other Studio, Inc. March 2002 - Present
Walter Burns & Associates September 1985 - June 2002
Equitec Financial Group January 1984 - September 1985
Beech Aircraft Corporation June 1976 - May 1983
Education
University of Kansas 1972 — 1976
Bachelor of Science (BS), Business Administration and Management, 3.5
The Other Studio, Inc. March 2002 - Present
Walter Burns & Associates September 1985 - June 2002
Equitec Financial Group January 1984 - September 1985
Beech Aircraft Corporation June 1976 - May 1983
Education
University of Kansas 1972 — 1976
Bachelor of Science (BS), Business Administration and Management, 3.5
Rodger Pickett Rodger Pickett's Equitec Financial Group Experience January 1984 - January 1985
Job CEO, Pres, VP Seeking Employment
Industry Consumer Services
Experience
BELRON INTERNATIONAL/SAFELITE GROUP January 2009 - December 2011
AGRSS June 2007 - January 2009
CINDY ROWE AUTO GLASS January 1994 - December 2008
NOVUS WINDSHIELD REPAIR COMPANY January 1985 - January 1994
EQUITEC FINANCIAL GROUP January 1984 - January 1985
SMITH BARNEY January 1983 - January 1984
Skills
Profit Maximization, Business Development, Marketing Strategy, Leadership, Customer Satisfaction, Strategic Planning, Sales Operations, Advertising, Sales, Customer Service, Pricing, Retail, Call Centers, B2B, Team Building, Strategy, Sales Management, Customer Retention, New Business Development, Start-ups, Management, Sales Process, Operations Management
Education
Brigham Young University 1981 — 1983
MBA, Marketing / Finance
Brigham Young University
MASTER OF BUSINESS ADMINISTRATION, Marketing & Finance
Northeastern Oklahoma State University
BACHELOR OF SCIENCE, Biology & German
BELRON INTERNATIONAL/SAFELITE GROUP January 2009 - December 2011
AGRSS June 2007 - January 2009
CINDY ROWE AUTO GLASS January 1994 - December 2008
NOVUS WINDSHIELD REPAIR COMPANY January 1985 - January 1994
EQUITEC FINANCIAL GROUP January 1984 - January 1985
SMITH BARNEY January 1983 - January 1984
Skills
Profit Maximization, Business Development, Marketing Strategy, Leadership, Customer Satisfaction, Strategic Planning, Sales Operations, Advertising, Sales, Customer Service, Pricing, Retail, Call Centers, B2B, Team Building, Strategy, Sales Management, Customer Retention, New Business Development, Start-ups, Management, Sales Process, Operations Management
Education
Brigham Young University 1981 — 1983
MBA, Marketing / Finance
Brigham Young University
MASTER OF BUSINESS ADMINISTRATION, Marketing & Finance
Northeastern Oklahoma State University
BACHELOR OF SCIENCE, Biology & German
Michele M. McCarthy Michele M. McCarthy's Equitec Financial Group Experience 1987 - 1991
Job Acquisition and Entitlement Consultant
Industry Real Estate
Experience
The Fenway Group 1998 - Present
Diablo Communications, Inc. 1991 - 1998
Equitec Financial Group 1987 - 1991
Law Offices of Martin, Ryan & Andrada 1980 - 1987
Skills
Real Estate Development, Land Use Entitlement..., Due Diligence and..., Project Management, Title Review and Issue..., Litigation Support, Entitlements, Land Acquisition, Management, Commercial Real Estate, Investment Properties, Land Use, Disposition, Residential Homes, Mergers & Acquisitions, Due Diligence, Leadership, Leases
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration, Finance / Real Estate
University of California, Davis - Extension
Land Use and Environmental Planning Certificate Program
The Fenway Group 1998 - Present
Diablo Communications, Inc. 1991 - 1998
Equitec Financial Group 1987 - 1991
Law Offices of Martin, Ryan & Andrada 1980 - 1987
Skills
Real Estate Development, Land Use Entitlement..., Due Diligence and..., Project Management, Title Review and Issue..., Litigation Support, Entitlements, Land Acquisition, Management, Commercial Real Estate, Investment Properties, Land Use, Disposition, Residential Homes, Mergers & Acquisitions, Due Diligence, Leadership, Leases
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration, Finance / Real Estate
University of California, Davis - Extension
Land Use and Environmental Planning Certificate Program
Marie Waterman Marie Waterman's Equitec Financial Group Experience 1900 - 1910
Job The Orinda Association
Industry Nonprofit Organization Management
Experience
The Orinda Association November 2009 - Present
Seismicom September 2007 - September 2007
Wells Fargo Bank August 2005 - July 2006
Charles Schwab June 1989 - June 2004
Equitec Financial Group 1900 - 1910
Skills
PMP, Visio, PMO, Risk Management, Project Portfolio..., Requirements Analysis, Software Project..., Requirements Gathering, Agile Project Management, Project Planning, Cross-functional Team..., SharePoint, Data Warehousing, IT Strategy, Leadership, Management, Training, Project Management, Agile Methodologies
Education
Mills College
BA, American Studies, Music
The Orinda Association November 2009 - Present
Seismicom September 2007 - September 2007
Wells Fargo Bank August 2005 - July 2006
Charles Schwab June 1989 - June 2004
Equitec Financial Group 1900 - 1910
Skills
PMP, Visio, PMO, Risk Management, Project Portfolio..., Requirements Analysis, Software Project..., Requirements Gathering, Agile Project Management, Project Planning, Cross-functional Team..., SharePoint, Data Warehousing, IT Strategy, Leadership, Management, Training, Project Management, Agile Methodologies
Education
Mills College
BA, American Studies, Music
Jeff Repine Jeff Repine's Equitec Financial Group Experience January 1982 - January 1987
Job Account Manager at KL&P Marketing
Industry Real Estate
Experience
KL&P Marketing August 2011 - Present
Alain Pinel Realtors August 2006 - August 2011
Private Portfolios, Inc. January 1987 - January 2006
Equitec Financial Group January 1982 - January 1987
Burroughs August 1978 - January 1982
Skills
Account Management, Direct Marketing, Selling, Development Of..., Start-ups, Marketing, Direct Sales, Salesforce.com, Sales Process, Sales Management, Sales, Sales Operations, Management, New Business Development
Education
Golden Gate University 1978 — 1980
California State University-Chico 1976 — 1978
Bachelor of Science (B.S.), Finance
KL&P Marketing August 2011 - Present
Alain Pinel Realtors August 2006 - August 2011
Private Portfolios, Inc. January 1987 - January 2006
Equitec Financial Group January 1982 - January 1987
Burroughs August 1978 - January 1982
Skills
Account Management, Direct Marketing, Selling, Development Of..., Start-ups, Marketing, Direct Sales, Salesforce.com, Sales Process, Sales Management, Sales, Sales Operations, Management, New Business Development
Education
Golden Gate University 1978 — 1980
California State University-Chico 1976 — 1978
Bachelor of Science (B.S.), Finance
Kyle Ruggieri Kyle Ruggieri's Equitec Financial Group Experience 1982 - 1985
Job Director, Business Administration
Industry Executive Office
Experience
Rockefeller Group Business Centers June 1999 - July 2014
Vantage Business Centers 1999 - 2001
Bay Business Centers 1997 - 1999
Accountants4Contract 1993 - 1994
Bay Business Centers 1991 - 1993
Management Solutions 1989 - 1991
Equitec Financial Group 1982 - 1985
Consolidated Fibres, Inc. 1979 - 1981
Skills
Executive Suites, Virtual Office, Conference Rooms, Serviced Office, Business Center, Office Management, Project Management, Business, QuickBooks, Budgets, Due Diligence, Accounts Receivable, Invoicing, Team Building, Operations Management, Accounting, Start-ups, Property Management, Event Management, Management, Leadership, Shared Office Space, Real Estate, Marketing, Administrative..., Contract Negotiation, Entrepreneurship, Tenant, New Business Development, Sales, Strategic Planning, Customer Service, Facilities Management, Business Planning, Selling, CRM, Sales Management, Coworking, Negotiation, Mergers & Acquisitions, Lease Negotiations, Small Business, Business Development, Social Media Marketing, Finance
Education
California State University-East Bay 1973 — 1975
B.S., Accounting
Elmhurst College, Illinois 1973 — 1973
Accounting, English, & French
University of New South Wales, Australia 1972 — 1972
Commerce
Kambala, Australia 1964 — 1971
Rockefeller Group Business Centers June 1999 - July 2014
Vantage Business Centers 1999 - 2001
Bay Business Centers 1997 - 1999
Accountants4Contract 1993 - 1994
Bay Business Centers 1991 - 1993
Management Solutions 1989 - 1991
Equitec Financial Group 1982 - 1985
Consolidated Fibres, Inc. 1979 - 1981
Skills
Executive Suites, Virtual Office, Conference Rooms, Serviced Office, Business Center, Office Management, Project Management, Business, QuickBooks, Budgets, Due Diligence, Accounts Receivable, Invoicing, Team Building, Operations Management, Accounting, Start-ups, Property Management, Event Management, Management, Leadership, Shared Office Space, Real Estate, Marketing, Administrative..., Contract Negotiation, Entrepreneurship, Tenant, New Business Development, Sales, Strategic Planning, Customer Service, Facilities Management, Business Planning, Selling, CRM, Sales Management, Coworking, Negotiation, Mergers & Acquisitions, Lease Negotiations, Small Business, Business Development, Social Media Marketing, Finance
Education
California State University-East Bay 1973 — 1975
B.S., Accounting
Elmhurst College, Illinois 1973 — 1973
Accounting, English, & French
University of New South Wales, Australia 1972 — 1972
Commerce
Kambala, Australia 1964 — 1971
Natalee Roan Natalee Roan's Equitec Financial Group Experience 1988 - 1989
Job CMO/COO for Rent
Industry Management Consulting
Experience
Black Ink February 2000 - Present
Earth Class Mail March 2007 - December 2007
Entellium, purchased by Intuit January 2006 - January 2007
Sprint 1997 - 2000
Nextel 1994 - 1997
GTE Mobilnet (Now Verizon Wireless) January 1991 - January 1994
Coopers & Lybrand 1989 - 1991
University of California, Berkeley August 1985 - June 1989
Equitec Financial Group 1988 - 1989
Skills
Strategic Partnerships, Entrepreneurship, Strategy, Competitive Analysis, Start-ups, Marketing Strategy, Strategic Planning, Business Strategy, Product Management, Business Planning, Product Marketing, Lead Generation, Team Building, Team Leadership, SEO, Online Advertising, Leadership, Online Marketing, Market Research, Integrated Marketing, Social Networking, Brand Development, Fundraising, Coaching, Public Speaking, Leadership Development, Social Media, Public Relations, Cross-functional Team..., Entrepreneur, Digital Marketing, Strategy Development, SEM, Budget Management, Marketing Communications, Email Marketing, Salesforce.com, CRM, SaaS
Education
University of California, Berkeley 1985 — 1988
M.A.
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA
Black Ink February 2000 - Present
Earth Class Mail March 2007 - December 2007
Entellium, purchased by Intuit January 2006 - January 2007
Sprint 1997 - 2000
Nextel 1994 - 1997
GTE Mobilnet (Now Verizon Wireless) January 1991 - January 1994
Coopers & Lybrand 1989 - 1991
University of California, Berkeley August 1985 - June 1989
Equitec Financial Group 1988 - 1989
Skills
Strategic Partnerships, Entrepreneurship, Strategy, Competitive Analysis, Start-ups, Marketing Strategy, Strategic Planning, Business Strategy, Product Management, Business Planning, Product Marketing, Lead Generation, Team Building, Team Leadership, SEO, Online Advertising, Leadership, Online Marketing, Market Research, Integrated Marketing, Social Networking, Brand Development, Fundraising, Coaching, Public Speaking, Leadership Development, Social Media, Public Relations, Cross-functional Team..., Entrepreneur, Digital Marketing, Strategy Development, SEM, Budget Management, Marketing Communications, Email Marketing, Salesforce.com, CRM, SaaS
Education
University of California, Berkeley 1985 — 1988
M.A.
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA
JD Smith JD Smith's Equitec Financial Group Experience December 1983 - November 1984
Job Sr Projects Administrator at SRI International
Industry Research
Experience
SRI International November 1989 - July 2013
SRI International November 1984 - November 1989
Equitec Financial Group December 1983 - November 1984
Skills
Project Management, Program Management, Data Analysis, Budgets, Proposal Writing, Project Planning, Cross-functional Team..., Analysis, Government, Strategic Planning, Leadership, Process Improvement, Strategy, Management, Business Development, Procurement, Policy, Research
Education
Golden Gate University
MBA, Finance
Southern Illinois University, Carbondale
BS, Industrial Engineering Technology
Community College of the Air Force
AAS, Resource Management Technology
I. C. Norcom High School
Diploma, College Preparatory
SRI International November 1989 - July 2013
SRI International November 1984 - November 1989
Equitec Financial Group December 1983 - November 1984
Skills
Project Management, Program Management, Data Analysis, Budgets, Proposal Writing, Project Planning, Cross-functional Team..., Analysis, Government, Strategic Planning, Leadership, Process Improvement, Strategy, Management, Business Development, Procurement, Policy, Research
Education
Golden Gate University
MBA, Finance
Southern Illinois University, Carbondale
BS, Industrial Engineering Technology
Community College of the Air Force
AAS, Resource Management Technology
I. C. Norcom High School
Diploma, College Preparatory
Bill Wright Bill Wright's Equitec Financial Group Experience 1986 - 1990
Job Principal at Shea Labagh Dobberstein, CPAs
Industry Accounting
Experience
Shea Labagh Dobberstein, Certified Public Accountants, Inc. July 2014 - Present
Bill Wright & Associates, LLC May 2006 - July 2014
Corporate Diligence Specialists, LLC March 2002 - May 2006
PricewaterhouseCoopers - Transaction Services 1997 - 2001
Recovery Equity Investors 1995 - 1997
Daiwa Bank 1990 - 1995
Equitec Financial Group 1986 - 1990
Bank of America 1983 - 1985
Skills
Private Equity, Corporate Development, Banking, Mergers & Acquisitions, Valuation, Due Diligence, Financial Modeling, Corporate Finance, LBO, Buyouts, Growth Capital, Acquisitions, Recapitalizations, Deal Sourcing, Mezzanine, Middle Market, Leveraged Finance, M&A experience, Financial Analysis, P&L Forecasting, Cash Flow Forecasting, Financial Accounting, Commercial Banking, Business Valuation, Mergers, Accounting, Divestitures, Business Development, Finance
Education
Thunderbird School of Global Management
MBA, Finance
San Jose State University
Bachelor of Science (B.S.), Business - Marketing
Saint Francis High School
Shea Labagh Dobberstein, Certified Public Accountants, Inc. July 2014 - Present
Bill Wright & Associates, LLC May 2006 - July 2014
Corporate Diligence Specialists, LLC March 2002 - May 2006
PricewaterhouseCoopers - Transaction Services 1997 - 2001
Recovery Equity Investors 1995 - 1997
Daiwa Bank 1990 - 1995
Equitec Financial Group 1986 - 1990
Bank of America 1983 - 1985
Skills
Private Equity, Corporate Development, Banking, Mergers & Acquisitions, Valuation, Due Diligence, Financial Modeling, Corporate Finance, LBO, Buyouts, Growth Capital, Acquisitions, Recapitalizations, Deal Sourcing, Mezzanine, Middle Market, Leveraged Finance, M&A experience, Financial Analysis, P&L Forecasting, Cash Flow Forecasting, Financial Accounting, Commercial Banking, Business Valuation, Mergers, Accounting, Divestitures, Business Development, Finance
Education
Thunderbird School of Global Management
MBA, Finance
San Jose State University
Bachelor of Science (B.S.), Business - Marketing
Saint Francis High School
Rick Andrus's Equitec Financial Group Experience 1980 - 1982
Job Director Acquisitions & Dispositions at Bridge Investment Group
Industry Real Estate
Experience
Bridge Investment Group May 2006 - Present
Cal America Savings 1986 - 1989
Fi-Tech Financial 1982 - 1985
Equitec Financial Group 1980 - 1982
Skills
Real Estate, Real Estate Development, Investment Properties, Property Management, Real Estate Transactions, Negotiation, Funding, Property, Commercial Lending, Commercial Real Estate, Investments, Real Estate Financing, Acquisitions, Commercial Mortgages, Disposition, Loans, Financial Analysis, Due Diligence, Foreclosures, Microsoft Office, Portfolio Management, Real Estate Economics, Brokerage, Valuation, Real Estate Private..., Asset Management, Apartments, Analysis, Corporate Real Estate, Leases
Education
Golden Gate University 1976 — 1981
Brigham Young University 1973 — 1974
Bridge Investment Group May 2006 - Present
Cal America Savings 1986 - 1989
Fi-Tech Financial 1982 - 1985
Equitec Financial Group 1980 - 1982
Skills
Real Estate, Real Estate Development, Investment Properties, Property Management, Real Estate Transactions, Negotiation, Funding, Property, Commercial Lending, Commercial Real Estate, Investments, Real Estate Financing, Acquisitions, Commercial Mortgages, Disposition, Loans, Financial Analysis, Due Diligence, Foreclosures, Microsoft Office, Portfolio Management, Real Estate Economics, Brokerage, Valuation, Real Estate Private..., Asset Management, Apartments, Analysis, Corporate Real Estate, Leases
Education
Golden Gate University 1976 — 1981
Brigham Young University 1973 — 1974
Wm Gerard (Gerry) Sanders's Equitec Financial Group Experience January 1981 - June 1988
Job Dean, Bodenstedt Chair at The University of Texas at San Antonio
Industry Education Management
Experience
The University of Texas at San Antonio June 2013 - Present
Rice University; Jones Graduate School of Management August 2008 - June 2013
Marriott School of Management BYU August 1996 - August 2008
Bechtel Investments Inc 1990 - 1992
The Koll Company June 1988 - May 1990
Equitec Financial Group January 1981 - June 1988
Skills
Corporate Governance, Higher Education, Strategic Planning, Executive Compensation
Education
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1996
Doctor of Philosophy (Ph.D.), Organization Studies--Strategic Management
Brigham Young University 1975 — 1980
BS, Finance
The University of Texas at San Antonio June 2013 - Present
Rice University; Jones Graduate School of Management August 2008 - June 2013
Marriott School of Management BYU August 1996 - August 2008
Bechtel Investments Inc 1990 - 1992
The Koll Company June 1988 - May 1990
Equitec Financial Group January 1981 - June 1988
Skills
Corporate Governance, Higher Education, Strategic Planning, Executive Compensation
Education
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1996
Doctor of Philosophy (Ph.D.), Organization Studies--Strategic Management
Brigham Young University 1975 — 1980
BS, Finance
Linda Dewlaney's Equitec Financial Group Experience 1983 - 1991
Job Financial Services Industry Professional
Industry Financial Services
Experience
REISA 2010 - Present
California State PTA 1999 - Present
Preferred Partnership Services, Inc. January 1998 - Present
National Junior Basketball (NJB) July 2010 - June 2013
National Junior Basketball 2002 - 2007
Glenborough Realty Trust 1992 - 1998
Equitec Financial Group 1983 - 1991
Skills
Fundraising, Non-profits, Public Speaking, Public Relations, Strategic Planning, Nonprofits, Marketing, Event Planning, Team Leadership, Microsoft Office, Leadership, Media Relations, Leadership Development, Financial Analysis, Business Planning, Management, Policy, Email Marketing, Event Management, Project Planning, Social Media, Strategy, Budgets, Entrepreneurship, Marketing Strategy, Small Business
Education
Holy Names University 1988 — 1992
Tempe High School 1974 — 1974
Siletz High School 1970 — 1973
REISA 2010 - Present
California State PTA 1999 - Present
Preferred Partnership Services, Inc. January 1998 - Present
National Junior Basketball (NJB) July 2010 - June 2013
National Junior Basketball 2002 - 2007
Glenborough Realty Trust 1992 - 1998
Equitec Financial Group 1983 - 1991
Skills
Fundraising, Non-profits, Public Speaking, Public Relations, Strategic Planning, Nonprofits, Marketing, Event Planning, Team Leadership, Microsoft Office, Leadership, Media Relations, Leadership Development, Financial Analysis, Business Planning, Management, Policy, Email Marketing, Event Management, Project Planning, Social Media, Strategy, Budgets, Entrepreneurship, Marketing Strategy, Small Business
Education
Holy Names University 1988 — 1992
Tempe High School 1974 — 1974
Siletz High School 1970 — 1973
Susan Hurrell's Equitec Financial Group Experience July 1980 - August 1987
Job CPA Susan Hurrell
Industry Accounting
Experience
Susan Hurrell CPA OwnerSusan Hurrell CPAMarch 1988 - Present
Equitec Financial Group July 1980 - August 1987
MGM 1977 - 1980
Deloitte & Touche 1975 - 1977
Skills
Quickbooks, Accounting, Tax, Small Business, Non-profits, QuickBooks, CPA, Budgets, Tax Research, Financial Analysis, Nonprofits, Income Tax, Corporate Tax, Tax Preparation
Education
UCLA Anderson School of Management 1973 — 1975
MBA, Accounting
University of California, San Diego 1969 — 1973
BA, Sociology/US History
Susan Hurrell CPA OwnerSusan Hurrell CPAMarch 1988 - Present
Equitec Financial Group July 1980 - August 1987
MGM 1977 - 1980
Deloitte & Touche 1975 - 1977
Skills
Quickbooks, Accounting, Tax, Small Business, Non-profits, QuickBooks, CPA, Budgets, Tax Research, Financial Analysis, Nonprofits, Income Tax, Corporate Tax, Tax Preparation
Education
UCLA Anderson School of Management 1973 — 1975
MBA, Accounting
University of California, San Diego 1969 — 1973
BA, Sociology/US History
Phil Burke's Equitec Financial Group Experience 1983 - 1986
Job CIO, Sr. Vice President at iStar Financial
Industry Real Estate
Experience
iStar Financial August 1997 - Present
AMB Properties 1989 - 1996
Equitec Financial Group 1983 - 1986
Skills
Investments, Asset Management, Due Diligence, Financial Analysis, Mergers, Portfolio Management, Real Estate
Education
University of California, Berkeley 1979 — 1983
Bachelors, Social Sciences Concentration in Economics
De La Salle High School
iStar Financial August 1997 - Present
AMB Properties 1989 - 1996
Equitec Financial Group 1983 - 1986
Skills
Investments, Asset Management, Due Diligence, Financial Analysis, Mergers, Portfolio Management, Real Estate
Education
University of California, Berkeley 1979 — 1983
Bachelors, Social Sciences Concentration in Economics
De La Salle High School
Lynn Lawton's Equitec Financial Group Experience 1983 - 1986
Job Office Manager at Danville Business Center
Industry Commercial Real Estate
Experience
Danville Business Center October 2002 - Present
Pacific First Savings Bank 1986 - 1988
Equitec Financial Group 1983 - 1986
Skills
Accounts Payable, Auditing, Accounts Receivable, Microsoft Word, Microsoft Excel, Outlook, Yardi, Financial Reporting, Account Reconciliation, Budgets, Property Management, Excellent time..., Outstanding verbal and..., Decisive with strong..., QuickBooks
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
Bachelor of Science (B.S.) Business, Finance and Property Mangement
Campolindo High School, Moraga, CA
Danville Business Center October 2002 - Present
Pacific First Savings Bank 1986 - 1988
Equitec Financial Group 1983 - 1986
Skills
Accounts Payable, Auditing, Accounts Receivable, Microsoft Word, Microsoft Excel, Outlook, Yardi, Financial Reporting, Account Reconciliation, Budgets, Property Management, Excellent time..., Outstanding verbal and..., Decisive with strong..., QuickBooks
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
Bachelor of Science (B.S.) Business, Finance and Property Mangement
Campolindo High School, Moraga, CA