J.D. Mellberg Financial
Description
Address: 3067 W Ina Rd, Tucson, AZ 85741 Hours: Closes soon: 5PM ⋅ Opens 8AM Mon Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 293-0760: : : : Place name: : Website: Category: : Website: http://www.jdmellberg.com/ Category: Financial consultant 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 (1)
J.D. Mellberg Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.D. Mellberg Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.D. Mellberg Financial Employees
Employee
Years
Job
Industry
Tree Fine Tree Fine's J.D. Mellberg Financial Experience June 2010 - November 2013
Job Conversion Rate Optimization at SpyFu
Industry Marketing and Advertising
Experience
SpyFu October 2014 - Present
J.D. Mellberg Financial June 2010 - November 2013
Epic Productions, LLC March 2006 - December 2009
Cereus Design LLC February 2001 - September 2006
Skills
Email Marketing, Online Marketing, Lead Generation, PPC, Web Analytics, SEM, SEO, Eloqua, Conversion Optimization, Marketing Strategy, Marketing Automation, Marketing, Online Lead Generation, Google Analytics, Salesforce.com, Database Marketing, Landing Page..., Strategy, Web Marketing, Direct Marketing, Analytics, Google Adwords, A/B testing, Search Advertising, Strategic Planning, Segmentation, Web Design, Wordpress, Advertising, Creative Direction, Start-ups, Lead Management, Web Development, Campaign Management, Organic Search, Affiliate Marketing, Multi-channel Marketing, E-commerce, Graphic Design, Social Media Marketing, Demand Generation, Marketing Operations, Analysis, Website Development, B2B Marketing, Content Marketing, Excel, Photoshop, Infusionsoft, WordPress
Education
University of Phoenix 2010 — 2014
Bachelor of Science (BS), Computer Software Engineering
SpyFu October 2014 - Present
J.D. Mellberg Financial June 2010 - November 2013
Epic Productions, LLC March 2006 - December 2009
Cereus Design LLC February 2001 - September 2006
Skills
Email Marketing, Online Marketing, Lead Generation, PPC, Web Analytics, SEM, SEO, Eloqua, Conversion Optimization, Marketing Strategy, Marketing Automation, Marketing, Online Lead Generation, Google Analytics, Salesforce.com, Database Marketing, Landing Page..., Strategy, Web Marketing, Direct Marketing, Analytics, Google Adwords, A/B testing, Search Advertising, Strategic Planning, Segmentation, Web Design, Wordpress, Advertising, Creative Direction, Start-ups, Lead Management, Web Development, Campaign Management, Organic Search, Affiliate Marketing, Multi-channel Marketing, E-commerce, Graphic Design, Social Media Marketing, Demand Generation, Marketing Operations, Analysis, Website Development, B2B Marketing, Content Marketing, Excel, Photoshop, Infusionsoft, WordPress
Education
University of Phoenix 2010 — 2014
Bachelor of Science (BS), Computer Software Engineering
Joshua Manwaring Joshua Manwaring's J.D. Mellberg Financial Experience April 2012 - August 2015
Job Wealth Management Advisor at Yellowstone Partners
Industry Financial Services
Experience
Yellowstone Partners September 2015 - Present
J.D. Mellberg Financial April 2012 - August 2015
Provident Financial Services January 2009 - March 2012
JM Investments, Inc. January 1999 - January 2008
Skills
Retirement Planning, Estate Planning, Retirement, Fixed Annuities, Wealth Management, IRAs, Strategic Financial..., Life Insurance, Series 7, Investment Advisory, Insurance, Real Estate, Financial Advisory, Investments, Disability Insurance, Financial Planners, Long-term Care, Financial Analysis, Financial Services, Series 63, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Universal Life, Wealth, Uniform Combined State..., Portfolio Management, Series 6, Employee Benefits, Whole Life, Term Life Insurance
Education
Idaho State University 1994 — 1996
BA, Mass Communications
BYU-Idaho 1992 — 1994
Associate's degree, Business/Commerce, General
Yellowstone Partners September 2015 - Present
J.D. Mellberg Financial April 2012 - August 2015
Provident Financial Services January 2009 - March 2012
JM Investments, Inc. January 1999 - January 2008
Skills
Retirement Planning, Estate Planning, Retirement, Fixed Annuities, Wealth Management, IRAs, Strategic Financial..., Life Insurance, Series 7, Investment Advisory, Insurance, Real Estate, Financial Advisory, Investments, Disability Insurance, Financial Planners, Long-term Care, Financial Analysis, Financial Services, Series 63, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Universal Life, Wealth, Uniform Combined State..., Portfolio Management, Series 6, Employee Benefits, Whole Life, Term Life Insurance
Education
Idaho State University 1994 — 1996
BA, Mass Communications
BYU-Idaho 1992 — 1994
Associate's degree, Business/Commerce, General
Brandon Strabala Brandon Strabala's J.D. Mellberg Financial Experience January 2010 - May 2011
Job Owner and Founder at Orgonauts
Industry Alternative Medicine
Experience
Orgonauts January 2013 - Present
J.D. Mellberg Financial January 2010 - May 2011
World Financial Group (WFG)/ World Group Securities/ Investment Advisors International 2009 - 2010
World Financial Group (WFG) 2009 - 2010
Skills
Marketing, Strategic Planning, Customer Service, Sales, Marketing Strategy, Team Building, Leadership, Small Business, Entrepreneurship, Microsoft Excel, Management, Event Planning, Salesforce.com, Investments, Wealth, Financial Analysis, Online Marketing, Email Marketing
Education
Pima Community College 2003 — 2007
Associates, General Studies
Orgonauts January 2013 - Present
J.D. Mellberg Financial January 2010 - May 2011
World Financial Group (WFG)/ World Group Securities/ Investment Advisors International 2009 - 2010
World Financial Group (WFG) 2009 - 2010
Skills
Marketing, Strategic Planning, Customer Service, Sales, Marketing Strategy, Team Building, Leadership, Small Business, Entrepreneurship, Microsoft Excel, Management, Event Planning, Salesforce.com, Investments, Wealth, Financial Analysis, Online Marketing, Email Marketing
Education
Pima Community College 2003 — 2007
Associates, General Studies
Jordan Pfeffer Jordan Pfeffer's J.D. Mellberg Financial Experience February 2010 - October 2010
Job Job Cost Accountant at Ryan
Industry Accounting
Experience
Ryan Companies US, Inc. August 2015 - Present
Kiewit October 2013 - August 2015
Kiewit October 2011 - October 2013
Kiewit September 2010 - October 2011
J.D Mellberg Financial February 2010 - October 2010
Skills
Auditing, Access, SAP, Microsoft Office, Salesforce.com, Construction Budgets, Budgets, Forecasting, Cost Accounting, Financial Accounting, Tax Accounting, Insurance, PeopleSoft, Accounting, Financial Reporting, Project Management, Contract Management, Government Contracting, Legal Compliance, DOT Compliance, Subcontracting, Data Analysis
Education
University of Nebraska-Lincoln 2005 — 2009
BSBA, Accounting; Economics
Bellevue University 2011 — 2014
Master's Degree, MBA - Accounting Concentration
Ryan Companies US, Inc. August 2015 - Present
Kiewit October 2013 - August 2015
Kiewit October 2011 - October 2013
Kiewit September 2010 - October 2011
J.D Mellberg Financial February 2010 - October 2010
Skills
Auditing, Access, SAP, Microsoft Office, Salesforce.com, Construction Budgets, Budgets, Forecasting, Cost Accounting, Financial Accounting, Tax Accounting, Insurance, PeopleSoft, Accounting, Financial Reporting, Project Management, Contract Management, Government Contracting, Legal Compliance, DOT Compliance, Subcontracting, Data Analysis
Education
University of Nebraska-Lincoln 2005 — 2009
BSBA, Accounting; Economics
Bellevue University 2011 — 2014
Master's Degree, MBA - Accounting Concentration
Cris Valencia Cris Valencia's J.D. Mellberg Financial Experience April 2014 - October 2014
Job Associate Search Director at MediaCom
Industry Marketing and Advertising
Experience
MediaCom July 2015 - Present
Resolution Media October 2014 - July 2015
J.D. Mellberg Financial April 2014 - October 2014
Madden Media December 2013 - April 2014
Emerge Marketing Group, LLC March 2011 - November 2013
White Hatter SEO March 2012 - June 2013
Ecosa Institute January 2011 - May 2011
ORUDE (Organization for Rural Development) January 2007 - August 2007
Skills
Digital Marketing, SEM, Social Media, PPC, Google Adwords, Google Analytics, SEO, Web Analytics, Lead Generation, Online Advertising, Email Marketing, Conversion Optimization, E-commerce, Public Speaking, Community Outreach, Project Management, Nonprofits, Higher Education, Editing, Grant Writing, SPSS, Event Planning, Program Development, Research, Spanish, Fundraising, B2C
Education
Prescott College 2009 — 2012
Bachelor of Arts (B.A.), Environmental Science
University of Arizona 2011 — 2012
Plant Sciences
Northwestern University 2006 — 2007
Political Science and Government, African Studies
MediaCom July 2015 - Present
Resolution Media October 2014 - July 2015
J.D. Mellberg Financial April 2014 - October 2014
Madden Media December 2013 - April 2014
Emerge Marketing Group, LLC March 2011 - November 2013
White Hatter SEO March 2012 - June 2013
Ecosa Institute January 2011 - May 2011
ORUDE (Organization for Rural Development) January 2007 - August 2007
Skills
Digital Marketing, SEM, Social Media, PPC, Google Adwords, Google Analytics, SEO, Web Analytics, Lead Generation, Online Advertising, Email Marketing, Conversion Optimization, E-commerce, Public Speaking, Community Outreach, Project Management, Nonprofits, Higher Education, Editing, Grant Writing, SPSS, Event Planning, Program Development, Research, Spanish, Fundraising, B2C
Education
Prescott College 2009 — 2012
Bachelor of Arts (B.A.), Environmental Science
University of Arizona 2011 — 2012
Plant Sciences
Northwestern University 2006 — 2007
Political Science and Government, African Studies
Celic Bell Celic Bell's J.D. Mellberg Financial Experience June 2012 - February 2013
Job Sales Agent at American Income Life
Industry Marketing and Advertising
Experience
American Income Life August 2013 - Present
J.D. Mellberg Financial June 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Grand Canyon University 2010 — 2013
Bachelor's degree, Marketing
North Idaho College 2008 — 2010
Associate of Arts (AA), Business/Commerce, General
American Income Life August 2013 - Present
J.D. Mellberg Financial June 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Grand Canyon University 2010 — 2013
Bachelor's degree, Marketing
North Idaho College 2008 — 2010
Associate of Arts (AA), Business/Commerce, General
Lisa Valenzulea Lisa Valenzulea's J.D. Mellberg Financial Experience 2011 - 2012
Job Sales Floater at Meritage Homes
Industry Real Estate
Experience
Meritage Homes March 2015 - Present
Long Realty Company October 2013 - March 2015
The Brenda O'Brien Team of Long Realty Companies August 2012 - August 2013
JD Mellberg Financial 2011 - 2012
Aveda Institute Denver May 2010 - October 2011
Skills
Expense Reports, Calendaring, Travel Arrangements, Calendars, Meeting Scheduling, Switchboard, Accurate Data Entry, Confidentiality, Executive Support, Dictaphone, Expense Management, Business Correspondence, Administrative..., Fax, Microsoft Excel, Executive..., Mail Merge, Office Administration, Office Equipment, Multi-line Phone, New Business Development
Education
Laramie County Community College 1984 — 1986
Associate of Arts, Business Office Technology
Cheyenne East High School 1981 — 1984
Diploma, Gneral
Meritage Homes March 2015 - Present
Long Realty Company October 2013 - March 2015
The Brenda O'Brien Team of Long Realty Companies August 2012 - August 2013
JD Mellberg Financial 2011 - 2012
Aveda Institute Denver May 2010 - October 2011
Skills
Expense Reports, Calendaring, Travel Arrangements, Calendars, Meeting Scheduling, Switchboard, Accurate Data Entry, Confidentiality, Executive Support, Dictaphone, Expense Management, Business Correspondence, Administrative..., Fax, Microsoft Excel, Executive..., Mail Merge, Office Administration, Office Equipment, Multi-line Phone, New Business Development
Education
Laramie County Community College 1984 — 1986
Associate of Arts, Business Office Technology
Cheyenne East High School 1981 — 1984
Diploma, Gneral
Dan Slater's J.D. Mellberg Financial Experience January 2012 - Present
Job Video Editing Lead & Motion Artist Seeking New Opportunities
Industry Animation
Experience
J.D. Mellberg Financial January 2012 - Present
Contractor February 2008 - Present
Grafix and Motion February 2008 - January 2012
GEICO September 2006 - February 2011
Skills
Animation, Pre-production, Character Designs, Motion Graphics, Video Production, Video Editing, Creative Direction, Web Design, Graphic Design, Adobe Creative Suite, Digicel Flipbook, Maya, After Effects, Final Cut Pro, Photoshop, Illustration, Illustrator, Character Animation, Leadership, Team Leadership, Communication, Organization, Animated Performance, Voice Acting, Premiere, 3D, Traditional Animation, Visual Effects, Lighting, Compositing, 3D Modeling, Cartoons, Digital Painting, Character Rigging, Computer Graphics, Visual Communication, Rigging, Storyboarding, Computer Animation, Dreamweaver, Final Cut Studio, Facial Animation, Directing, Background Art, Art Direction, Image Manipulation, Multimedia, Image Editing, Animation Direction, Motion Design
Education
Southwest University of Visual Arts 2005 — 2013
Bachelor of Fine Arts (BFA) - Animation, Animation, Interactive Technology, Video Graphics and Special Effects
Pima Community College 2004 — 2005
Art/Art Studies, General
J.D. Mellberg Financial January 2012 - Present
Contractor February 2008 - Present
Grafix and Motion February 2008 - January 2012
GEICO September 2006 - February 2011
Skills
Animation, Pre-production, Character Designs, Motion Graphics, Video Production, Video Editing, Creative Direction, Web Design, Graphic Design, Adobe Creative Suite, Digicel Flipbook, Maya, After Effects, Final Cut Pro, Photoshop, Illustration, Illustrator, Character Animation, Leadership, Team Leadership, Communication, Organization, Animated Performance, Voice Acting, Premiere, 3D, Traditional Animation, Visual Effects, Lighting, Compositing, 3D Modeling, Cartoons, Digital Painting, Character Rigging, Computer Graphics, Visual Communication, Rigging, Storyboarding, Computer Animation, Dreamweaver, Final Cut Studio, Facial Animation, Directing, Background Art, Art Direction, Image Manipulation, Multimedia, Image Editing, Animation Direction, Motion Design
Education
Southwest University of Visual Arts 2005 — 2013
Bachelor of Fine Arts (BFA) - Animation, Animation, Interactive Technology, Video Graphics and Special Effects
Pima Community College 2004 — 2005
Art/Art Studies, General
Victoria Barry Victoria Barry's J.D. Mellberg Financial Experience March 2015 - May 2015
Job The University of Arizona
Industry Information Technology and Services
Experience
Ventana Medical Systems June 2015 - Present
J.D. Mellberg Financial March 2015 - May 2015
Procopy Office Solutions Inc. August 2014 - February 2015
Campus Special April 2014 - August 2014
Bed Bath & Beyond February 2010 - May 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Time Management, Event Planning, Social Media, Organization, Cashiering, Leadership, Critical Thinking, Inventory Management, Sales, Account Management, Cold Calling, Lead Generation
Education
University of Arizona 2010 — 2014
Bachelor's of Science in Business Administration, Management Information Systems
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Bachelors of Science in Business Administration; Management Information Systems
Ventana Medical Systems June 2015 - Present
J.D. Mellberg Financial March 2015 - May 2015
Procopy Office Solutions Inc. August 2014 - February 2015
Campus Special April 2014 - August 2014
Bed Bath & Beyond February 2010 - May 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Time Management, Event Planning, Social Media, Organization, Cashiering, Leadership, Critical Thinking, Inventory Management, Sales, Account Management, Cold Calling, Lead Generation
Education
University of Arizona 2010 — 2014
Bachelor's of Science in Business Administration, Management Information Systems
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Bachelors of Science in Business Administration; Management Information Systems
Ericka Davila's J.D. Mellberg Financial Experience February 2012 - Present
Job Human Resources Coordinator at JD Mellberg Financial
Industry Financial Services
Experience
JD Mellberg Financial February 2012 - Present
National Notary Association August 2008 - Present
Happy Tails Pet Services May 2007 - Present
American Family Insurance July 2011 - February 2012
Arizona Machinery- John Deere Dealer March 2008 - February 2012
Pima Community College January 2005 - September 2007
Skills
Motivated, Bilingual-Spanish, Multitasker, Confidentiality, Team Performance, Flexible Working, Creative Problem Solving, Competitive Intelligence, Advertising, Administration, Adobe Acrobat, Microsoft Office, Internet, Customer Service, Customer Retention, Accounting, Computer Literate, Human Resources, Public Management, Employment Law..., Employee Relations, Employee Management, Employee Benefits, Employee Handbooks, HR Policies, Higher Education, Human Resource Planning, COBRA, Recruitment Advertising, Recruitment Training, Career Development, Notary Public, Career Path Planning, Flexible Schedule, Management, System Administration, Benefits Administration, PeopleSoft, Interviews, Invoicing, Microsoft Excel, Applicant Tracking..., Insurance, PowerPoint, Onboarding, Event Planning, Hiring, Accounts Payable, Training
Education
Pima Community College 2011 — 2012
Human Resources Management and Services
Northern Arizona University 2010 — 2012
Master of Education (M.Ed.), Human Relations
Northern Arizona University 2008 — 2010
Bachelor of Arts, Public Management
JD Mellberg Financial February 2012 - Present
National Notary Association August 2008 - Present
Happy Tails Pet Services May 2007 - Present
American Family Insurance July 2011 - February 2012
Arizona Machinery- John Deere Dealer March 2008 - February 2012
Pima Community College January 2005 - September 2007
Skills
Motivated, Bilingual-Spanish, Multitasker, Confidentiality, Team Performance, Flexible Working, Creative Problem Solving, Competitive Intelligence, Advertising, Administration, Adobe Acrobat, Microsoft Office, Internet, Customer Service, Customer Retention, Accounting, Computer Literate, Human Resources, Public Management, Employment Law..., Employee Relations, Employee Management, Employee Benefits, Employee Handbooks, HR Policies, Higher Education, Human Resource Planning, COBRA, Recruitment Advertising, Recruitment Training, Career Development, Notary Public, Career Path Planning, Flexible Schedule, Management, System Administration, Benefits Administration, PeopleSoft, Interviews, Invoicing, Microsoft Excel, Applicant Tracking..., Insurance, PowerPoint, Onboarding, Event Planning, Hiring, Accounts Payable, Training
Education
Pima Community College 2011 — 2012
Human Resources Management and Services
Northern Arizona University 2010 — 2012
Master of Education (M.Ed.), Human Relations
Northern Arizona University 2008 — 2010
Bachelor of Arts, Public Management
Eric Traub Eric Traub's J.D. Mellberg Financial Experience October 2014 - December 2014
Job Account Executive at JD Mellberg Financial
Industry Financial Services
Experience
JD Mellberg Financial October 2014 - December 2014
Student Managed Investment Fund August 2013 - May 2014
City of San Clemente June 2013 - July 2013
Skills
Invesments, Microsoft Excel, PowerPoint, Portfolio Management, Securities, Financial Modeling, Financial Analysis, Finance, Public Speaking, Leadership, Time Management
Education
Northern Arizona University-The W. A. Franke College of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Mohave Community College 2010 — 2012
Associate of Arts (AA), Business Administration, 3.7 GPA
JD Mellberg Financial October 2014 - December 2014
Student Managed Investment Fund August 2013 - May 2014
City of San Clemente June 2013 - July 2013
Skills
Invesments, Microsoft Excel, PowerPoint, Portfolio Management, Securities, Financial Modeling, Financial Analysis, Finance, Public Speaking, Leadership, Time Management
Education
Northern Arizona University-The W. A. Franke College of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Mohave Community College 2010 — 2012
Associate of Arts (AA), Business Administration, 3.7 GPA
Richard Zeeb's J.D. Mellberg Financial Experience May 2014 - Present
Job Vice President/Senior Marketing Executive at J.D. Mellberg Financial
Industry Marketing and Advertising
Experience
J.D. Mellberg Financial May 2014 - Present
GLP Direct Response, LLC. September 2004 - Present
Shop America USA, Shop America UK and Shop America Australasia April 1992 - September 2004
Skills
Email Marketing, Direct Marketing, Lead Generation, Digital Marketing, Advertising, Social Media Marketing, SEO, Online Advertising, Public Relations, Brand Development, Online Marketing, Marketing Strategy, Media Buying, SEM, Television, Digital Media, E-commerce, Integrated Marketing, Affiliate Marketing, Direct Mail, Broadcast, New Business Development, Product Development, Customer Acquisition, Radio, Social Media, Strategic Partnerships, Marketing Communications, Analytics, Market Research, Social Networking, Media Planning, Trade Shows, Entertainment, Editing, Infomercials, Corporate Communications, Market Planning, Marketing Management, Telemarketing, International Marketing, Production, Promotions, Facebook, TV Media Director, Direct Marketer, Call Center Director, Creative Development, Inbound, Multi-Level Marketing
Education
Piedmont College 2011 — 2012
Certificate, Non For Profit Business Management
College EDU 2011 — 2011
Non for Profit Business Management
J.D. Mellberg Financial May 2014 - Present
GLP Direct Response, LLC. September 2004 - Present
Shop America USA, Shop America UK and Shop America Australasia April 1992 - September 2004
Skills
Email Marketing, Direct Marketing, Lead Generation, Digital Marketing, Advertising, Social Media Marketing, SEO, Online Advertising, Public Relations, Brand Development, Online Marketing, Marketing Strategy, Media Buying, SEM, Television, Digital Media, E-commerce, Integrated Marketing, Affiliate Marketing, Direct Mail, Broadcast, New Business Development, Product Development, Customer Acquisition, Radio, Social Media, Strategic Partnerships, Marketing Communications, Analytics, Market Research, Social Networking, Media Planning, Trade Shows, Entertainment, Editing, Infomercials, Corporate Communications, Market Planning, Marketing Management, Telemarketing, International Marketing, Production, Promotions, Facebook, TV Media Director, Direct Marketer, Call Center Director, Creative Development, Inbound, Multi-Level Marketing
Education
Piedmont College 2011 — 2012
Certificate, Non For Profit Business Management
College EDU 2011 — 2011
Non for Profit Business Management
Heidi Stoltz Heidi Stoltz's J.D. Mellberg Financial Experience November 2007 - August 2012
Job Investment Advisor at Bell Investment Advisors, Inc.
Industry Financial Services
Experience
Bell Investment Advisors, Inc. May 2014 - Present
J.D. Mellberg Financial November 2007 - August 2012
United Way of Tucson and Southern Arizona August 2006 - August 2007
FEMA October 2005 - April 2006
Seismic Exchange, Inc. November 2004 - October 2005
UBS July 2002 - July 2004
Skills
401k Rollovers, Wealth Management, Series 65, Investments, Retirement Planning, Operational Planning, Annuity Sales, Licensed Life & Health..., Financial Advisory, Portfolio Management, Asset Allocation, Life Insurance, Mutual Funds, Securities, Financial Analysis, Management, Financial Planning, Insurance, Investment Strategies, Financial Services
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner Certification
University of Arizona, Eller College of Management
Bachelor of Science (B.S.), Business Administration and Management, General
Bell Investment Advisors, Inc. May 2014 - Present
J.D. Mellberg Financial November 2007 - August 2012
United Way of Tucson and Southern Arizona August 2006 - August 2007
FEMA October 2005 - April 2006
Seismic Exchange, Inc. November 2004 - October 2005
UBS July 2002 - July 2004
Skills
401k Rollovers, Wealth Management, Series 65, Investments, Retirement Planning, Operational Planning, Annuity Sales, Licensed Life & Health..., Financial Advisory, Portfolio Management, Asset Allocation, Life Insurance, Mutual Funds, Securities, Financial Analysis, Management, Financial Planning, Insurance, Investment Strategies, Financial Services
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner Certification
University of Arizona, Eller College of Management
Bachelor of Science (B.S.), Business Administration and Management, General
Melissa Graves's J.D. Mellberg Financial Experience February 2014 - February 2015
Job
Industry Financial Services
Experience
WealthVest 2015 - Present
Brinker International August 2008 - Present
Jd Mellberg Financial February 2014 - February 2015
San Diego Windustrial Co August 2007 - August 2008
US Navy February 2002 - May 2007
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2012 — 2014
Bachelor of Business, Business, Management, Marketing, and Related Support Services
WealthVest 2015 - Present
Brinker International August 2008 - Present
Jd Mellberg Financial February 2014 - February 2015
San Diego Windustrial Co August 2007 - August 2008
US Navy February 2002 - May 2007
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2012 — 2014
Bachelor of Business, Business, Management, Marketing, and Related Support Services
Raul Andros Gil Azamar Raul Andros Gil Azamar's J.D. Mellberg Financial Experience November 2014 - Present
Job Account Executive at J.D. Mellberg Financial
Industry Financial Services
Experience
J.D. Mellberg Financial November 2014 - Present
LivingSocial October 2013 - November 2014
Afni December 2012 - October 2013
Afni August 2012 - December 2012
Afni April 2012 - August 2012
Self - Employed Artist February 2008 - March 2012
Majestic Great Danes May 2002 - January 2008
Skills
Training, Leadership, Call Centers, Sales, Customer Satisfaction, Microsoft Office, Call Center Development, Customer Experience, Captivate, WebEx, Coaching, Needs Analysis, Customer Service..., Microsoft Applications, Technical Support, Customer Service, Paint, Zbrush, Time Management, Management, SharePoint, Call Center, Telecommunications, iOS, Microsoft Office..., LTE, Kronos Timekeeping, Lync, Word Processing, Apple OS, iPhone Support, Cisco Call Manager, ACSS, Customer Support, Security, Physical Security, Salesforce.com, Troubleshooting, iTunes, Selling, Networking, Customer Retention, Telephone Skills, iLife
Education
E-learning 2014 — 2014
AppleCare Technician Training
Pima Community College 2003 — 2003
GED, General education
Marana high school 1999 — 2002
General Studies
J.D. Mellberg Financial November 2014 - Present
LivingSocial October 2013 - November 2014
Afni December 2012 - October 2013
Afni August 2012 - December 2012
Afni April 2012 - August 2012
Self - Employed Artist February 2008 - March 2012
Majestic Great Danes May 2002 - January 2008
Skills
Training, Leadership, Call Centers, Sales, Customer Satisfaction, Microsoft Office, Call Center Development, Customer Experience, Captivate, WebEx, Coaching, Needs Analysis, Customer Service..., Microsoft Applications, Technical Support, Customer Service, Paint, Zbrush, Time Management, Management, SharePoint, Call Center, Telecommunications, iOS, Microsoft Office..., LTE, Kronos Timekeeping, Lync, Word Processing, Apple OS, iPhone Support, Cisco Call Manager, ACSS, Customer Support, Security, Physical Security, Salesforce.com, Troubleshooting, iTunes, Selling, Networking, Customer Retention, Telephone Skills, iLife
Education
E-learning 2014 — 2014
AppleCare Technician Training
Pima Community College 2003 — 2003
GED, General education
Marana high school 1999 — 2002
General Studies
Carly Uretz's J.D. Mellberg Financial Experience September 2011 - September 2013
Job Direct response copywriter/marketing and advertising consultant
Industry Marketing and Advertising
Experience
Clickx January 2015 - Present
OneIMS - Integrated Marketing Solutions January 2015 - Present
J.D. Mellberg Financial September 2011 - September 2013
Skills
Landing Pages, Internal Communications, Marketing Copy, Newspapers, Publications, Creative Direction, Email Marketing, Marketing Communications, Online Marketing, SEO, Web Analytics, Content Development, Content Strategy, SEM, Advertising, WordPress, Google Analytics, Copywriting, Google Adwords, Graphic Design, Blogging, Conversion Optimization, Web Design, Lead Generation, Direct Mail, Direct Marketing, PPC, Content Writing, Content Marketing, Online Lead Generation, SEO copywriting, Content Management, Web Content, Integrated Marketing, Web Marketing, Mobile Marketing
Education
University of Arizona 2006 — 2011
Bachelor of Arts (B.A.), English and Creative Writing
Clickx January 2015 - Present
OneIMS - Integrated Marketing Solutions January 2015 - Present
J.D. Mellberg Financial September 2011 - September 2013
Skills
Landing Pages, Internal Communications, Marketing Copy, Newspapers, Publications, Creative Direction, Email Marketing, Marketing Communications, Online Marketing, SEO, Web Analytics, Content Development, Content Strategy, SEM, Advertising, WordPress, Google Analytics, Copywriting, Google Adwords, Graphic Design, Blogging, Conversion Optimization, Web Design, Lead Generation, Direct Mail, Direct Marketing, PPC, Content Writing, Content Marketing, Online Lead Generation, SEO copywriting, Content Management, Web Content, Integrated Marketing, Web Marketing, Mobile Marketing
Education
University of Arizona 2006 — 2011
Bachelor of Arts (B.A.), English and Creative Writing
Steve Jensen Steve Jensen's J.D. Mellberg Financial Experience March 2014 - February 2015
Job Managing Principal & CEO at JC Investments
Industry Financial Services
Experience
JC-Investments February 2014 - Present
Academy Securities January 2014 - Present
J.D. Mellberg Financial March 2014 - February 2015
Altegris Investments May 2011 - October 2013
Fisher Investments August 2006 - July 2010
Comerica January 2006 - September 2006
Skills
Equities, Fixed Income, Alternative Investments, Investments, Hedge Funds, Financial Modeling, Investment Management, Series 7, Wealth Management, Venture Capital
Education
Dartmouth College 2001 — 2005
BA, Government
Tuck School of Business at Dartmouth
Bridge Program, Finance
University of San Diego School of Business
MBA, Finance
University of San Diego's Burnham-Moores School of Real Estate
Masters, Real Estate
JC-Investments February 2014 - Present
Academy Securities January 2014 - Present
J.D. Mellberg Financial March 2014 - February 2015
Altegris Investments May 2011 - October 2013
Fisher Investments August 2006 - July 2010
Comerica January 2006 - September 2006
Skills
Equities, Fixed Income, Alternative Investments, Investments, Hedge Funds, Financial Modeling, Investment Management, Series 7, Wealth Management, Venture Capital
Education
Dartmouth College 2001 — 2005
BA, Government
Tuck School of Business at Dartmouth
Bridge Program, Finance
University of San Diego School of Business
MBA, Finance
University of San Diego's Burnham-Moores School of Real Estate
Masters, Real Estate
Mark Gailey Mark Gailey's J.D. Mellberg Financial Experience August 2013 - April 2014
Job Solutions Architect and purveyor of IT innovation at Gordian Dynamics
Industry Information Technology and Services
Experience
Gordian Dynamics October 2014 - Present
Gordian Dynamics April 2014 - October 2014
J.D. Mellberg Financial August 2013 - April 2014
Microsoft April 2013 - July 2013
Insight August 2011 - April 2013
Insight October 2008 - August 2011
CDW October 2010 - March 2011
The Hameroff Law Firm November 2007 - October 2008
Chapman Net Systems 2005 - 2007
Cereus Design LLC 2002 - 2007
Skills
SCOM, SCCM, VMware, Microsoft Technologies, Enterprise Software, VDI, Virtualization, System Deployment, Active Directory, Microsoft Exchange, Windows 7, VMware ESX, Windows Server, ThinApp, Hyper-V, Cloud Computing, Microsoft SQL Server, vSphere, VMware Infrastructure, Windows Server 2008, Deployment, Application..., Group Policy, WSUS, Powershell, Lync Server 2010, App-V, VMware vSphere, SCVMM, Windows Server 2003, vCenter, Terminal Services, SQL Server, Integration, Data Center, Infrastructure, Solution Architecture, Consulting
Education
Arizona State University 2002 — 2004
Bachelor of Science, Justice Studies
Gordian Dynamics October 2014 - Present
Gordian Dynamics April 2014 - October 2014
J.D. Mellberg Financial August 2013 - April 2014
Microsoft April 2013 - July 2013
Insight August 2011 - April 2013
Insight October 2008 - August 2011
CDW October 2010 - March 2011
The Hameroff Law Firm November 2007 - October 2008
Chapman Net Systems 2005 - 2007
Cereus Design LLC 2002 - 2007
Skills
SCOM, SCCM, VMware, Microsoft Technologies, Enterprise Software, VDI, Virtualization, System Deployment, Active Directory, Microsoft Exchange, Windows 7, VMware ESX, Windows Server, ThinApp, Hyper-V, Cloud Computing, Microsoft SQL Server, vSphere, VMware Infrastructure, Windows Server 2008, Deployment, Application..., Group Policy, WSUS, Powershell, Lync Server 2010, App-V, VMware vSphere, SCVMM, Windows Server 2003, vCenter, Terminal Services, SQL Server, Integration, Data Center, Infrastructure, Solution Architecture, Consulting
Education
Arizona State University 2002 — 2004
Bachelor of Science, Justice Studies
Frank Baden Frank Baden's J.D. Mellberg Financial Experience September 2007 - September 2008
Job Police Records Specialist at Tucson Police Department
Industry Financial Services
Experience
Tucson Police Department May 2009 - Present
J.D. Mellberg Financial September 2007 - September 2008
Skills
Strategic Planning
Education
Syracuse University 2000 — 2001
Master of Arts (M.A.), International Relations and Affairs
Hanover College 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Tucson Police Department May 2009 - Present
J.D. Mellberg Financial September 2007 - September 2008
Skills
Strategic Planning
Education
Syracuse University 2000 — 2001
Master of Arts (M.A.), International Relations and Affairs
Hanover College 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
erik kraus erik kraus's J.D. Mellberg Financial Experience Credit AdvisorDun and Bradstreet2011 - March 2014
Job Event Coordinator JD Mellberg Financial
Industry Information Services
Experience
JD Mellberg Financial Credit AdvisorDun and Bradstreet2011 - March 2014
Skills
Customer Service, Email Marketing, Sales, Sales Management, Insurance, Management, Marketing Strategy, Marketing, Customer Retention, Salesforce.com
Education
University of Arizona 2003 — 2007
Bachelor's degree, Mass Communication/Media Studies
JD Mellberg Financial Credit AdvisorDun and Bradstreet2011 - March 2014
Skills
Customer Service, Email Marketing, Sales, Sales Management, Insurance, Management, Marketing Strategy, Marketing, Customer Retention, Salesforce.com
Education
University of Arizona 2003 — 2007
Bachelor's degree, Mass Communication/Media Studies
Nicholas Brodbeck's J.D. Mellberg Financial Experience February 2014 - June 2014
Job Call Center Supervisor
Industry Telecommunications
Experience
Comcast June 2015 - Present
Afni June 2014 - June 2015
JD Mellberg Financial February 2014 - June 2014
Citi September 2013 - February 2014
Afni 2010 - September 2013
GEICO August 2008 - March 2009
JPMorgan Chase January 2004 - July 2008
Skills
Management, Call Centers, Customer Service, Time Management, Banking, Policy, Customer Experience, BPO, Customer Satisfaction, Workforce Management, Customer Retention, Process Improvement, Coaching, Leadership, Training
Education
Grand Valley State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Comcast June 2015 - Present
Afni June 2014 - June 2015
JD Mellberg Financial February 2014 - June 2014
Citi September 2013 - February 2014
Afni 2010 - September 2013
GEICO August 2008 - March 2009
JPMorgan Chase January 2004 - July 2008
Skills
Management, Call Centers, Customer Service, Time Management, Banking, Policy, Customer Experience, BPO, Customer Satisfaction, Workforce Management, Customer Retention, Process Improvement, Coaching, Leadership, Training
Education
Grand Valley State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Jason Collett's J.D. Mellberg Financial Experience April 2014 - June 2014
Job Ready for SUMMER!
Industry Performing Arts
Experience
J.D. Mellberg Financial April 2014 - June 2014
GC Services March 2011 - March 2014
Super 8 October 2010 - March 2011
Beckwith Theatre Co March 2006 - December 2010
Skills
Finance, Collections, English, Theatrical Production, Fine Art, Stage Lighting, Stage Direction, Stage Management, Costume Design, Golf, Tennis, Microsoft Office, Microsoft Excel, Microsoft Word, MICROS, Internal Audit, Hospitality Management, Hotel Management, Management, Call Centers, Sales, Analysis, Coaching
Education
University of Arizona 2015 — 2018
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies, 3.6
Pima Community College 2015 — 2016
Associate’s Degree, Drama and Dramatics/Theatre Arts, General
Big Sandy Community and Technical College 2010 — 2012
Bachelor of Fine Arts (B.F.A.), English/Language Arts Teacher Education
Dowagiac Union High School 2005 — 2009
Honors diploma, Education
J.D. Mellberg Financial April 2014 - June 2014
GC Services March 2011 - March 2014
Super 8 October 2010 - March 2011
Beckwith Theatre Co March 2006 - December 2010
Skills
Finance, Collections, English, Theatrical Production, Fine Art, Stage Lighting, Stage Direction, Stage Management, Costume Design, Golf, Tennis, Microsoft Office, Microsoft Excel, Microsoft Word, MICROS, Internal Audit, Hospitality Management, Hotel Management, Management, Call Centers, Sales, Analysis, Coaching
Education
University of Arizona 2015 — 2018
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies, 3.6
Pima Community College 2015 — 2016
Associate’s Degree, Drama and Dramatics/Theatre Arts, General
Big Sandy Community and Technical College 2010 — 2012
Bachelor of Fine Arts (B.F.A.), English/Language Arts Teacher Education
Dowagiac Union High School 2005 — 2009
Honors diploma, Education
Laura DeLeone's J.D. Mellberg Financial Experience February 2008 - January 2009
Job Accounting Office Manager & Commission Team Supervisor
Industry Financial Services
Experience
Nova Home Loans September 2011 - Present
Nova Home Loans 2009 - 2012
NOVA FINANCIAL & INVESTMENT May 2010 - September 2011
NOVA FINANCIAL & INVESTMENT January 2009 - May 2010
J.D. Mellberg Financial February 2008 - January 2009
Long Realty Company February 2006 - November 2008
Tucson Unified School District February 2004 - January 2006
The Groundskeeper July 2000 - November 2003
Skills
Spreadsheets &..., Commission Process..., Corporate Accounting, National Compliance..., Records Organization &..., Teambuilding & Staff..., Accounts Receivable &..., Payroll Processing, Microsoft Office, Encompass, CyberPay, Spreadsheets, Corporate Finance, Records Management, Payroll
Education
University of Phoenix
Bachelor of Science (BS), Marketing
Nova Home Loans September 2011 - Present
Nova Home Loans 2009 - 2012
NOVA FINANCIAL & INVESTMENT May 2010 - September 2011
NOVA FINANCIAL & INVESTMENT January 2009 - May 2010
J.D. Mellberg Financial February 2008 - January 2009
Long Realty Company February 2006 - November 2008
Tucson Unified School District February 2004 - January 2006
The Groundskeeper July 2000 - November 2003
Skills
Spreadsheets &..., Commission Process..., Corporate Accounting, National Compliance..., Records Organization &..., Teambuilding & Staff..., Accounts Receivable &..., Payroll Processing, Microsoft Office, Encompass, CyberPay, Spreadsheets, Corporate Finance, Records Management, Payroll
Education
University of Phoenix
Bachelor of Science (BS), Marketing
Fabiano Moura's J.D. Mellberg Financial Experience January 2011 - July 2012
Job Global Marketing, Digital and Online Marketing, Business Development, Strategy and Strategic Planning
Industry Marketing and Advertising
Experience
Leica Geosystems Mining (Part ot Hexagon Mining) September 2014 - Present
TKO MARKETING LLC July 2012 - April 2014
JD Mellberg Financial January 2011 - July 2012
MedToGo International December 2010 - July 2012
Increase Visibility Inc. February 2009 - June 2010
Moura Marketing Inc. February 2007 - March 2010
American Aquabiotech November 2005 - September 2008
University of Phoenix September 2001 - January 2006
Skills
Marketing, Project Management, International Business, SEO, Social Media, Online PR, PPC, Affiliate Marketing, Web 2.0, SEM, Web Analytics, Email Marketing, Online Marketing, Public Relations, Keyword Research, Conversion Optimization, Strategy, Web Marketing, Social Media Marketing, E-commerce, Brand Development, Product Management, Google Adwords, Lead Generation, Management, Market Research, Analytics, Website Development, Marketing Strategy, Start-ups, Integrated Marketing, Team Building, Google Analytics, WordPress, Leadership, New Business Development, Business Planning, Sales, Online Advertising, Business Development, Mobile Marketing, Organic Search, CRM, Entrepreneurship, Business Strategy, Small Business, Digital Marketing, Advertising, Landing Page..., Direct Marketing
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
University of Phoenix 2002 — 2003
BSCJA, Criminal Justice Administration
University 2020 2007 — 2009
Online Business, Top Level Internet Marketing, Search Engine Optimization, Social Media Marketing, PPC, Relationship
Leica Geosystems Mining (Part ot Hexagon Mining) September 2014 - Present
TKO MARKETING LLC July 2012 - April 2014
JD Mellberg Financial January 2011 - July 2012
MedToGo International December 2010 - July 2012
Increase Visibility Inc. February 2009 - June 2010
Moura Marketing Inc. February 2007 - March 2010
American Aquabiotech November 2005 - September 2008
University of Phoenix September 2001 - January 2006
Skills
Marketing, Project Management, International Business, SEO, Social Media, Online PR, PPC, Affiliate Marketing, Web 2.0, SEM, Web Analytics, Email Marketing, Online Marketing, Public Relations, Keyword Research, Conversion Optimization, Strategy, Web Marketing, Social Media Marketing, E-commerce, Brand Development, Product Management, Google Adwords, Lead Generation, Management, Market Research, Analytics, Website Development, Marketing Strategy, Start-ups, Integrated Marketing, Team Building, Google Analytics, WordPress, Leadership, New Business Development, Business Planning, Sales, Online Advertising, Business Development, Mobile Marketing, Organic Search, CRM, Entrepreneurship, Business Strategy, Small Business, Digital Marketing, Advertising, Landing Page..., Direct Marketing
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
University of Phoenix 2002 — 2003
BSCJA, Criminal Justice Administration
University 2020 2007 — 2009
Online Business, Top Level Internet Marketing, Search Engine Optimization, Social Media Marketing, PPC, Relationship
Rubén G. Angulo Rubén G. Angulo's J.D. Mellberg Financial Experience December 2012 - Present
Job Financial Advisor Associate at J.D. Mellberg Financial
Industry Financial Services
Experience
J.D. Mellberg Financial December 2012 - Present
gen110 May 2012 - December 2012
C3/CustomerContactChannels, Inc. August 2011 - May 2012
Sonora Solar Solutions, DBA Sonora Plumbing, Inc. November 2010 - August 2011
College Works Painting January 2010 - November 2010
7Engine Auto Shop July 2005 - December 2009
United States Air Force January 2007 - December 2008
Skills
Business Development, Microsoft Excel, Customer Service, Team Building, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Call Centers, Spanish, Salesforce.com, Google Docs, Data Analysis, Retirement Planning, Bilingual-Spanish, Microsoft Office..., Analytical and Problem..., Excel, Word, Five9, Outlook, Retirement Planning -..., Investments, Training, New Business Development, Entrepreneurship, Customer Retention, Cold Calling, Selling, Sales Process, Finance, Sales Management, Financial Planning, Management, Marketing, Insurance, Financial Services
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Business, Concentration: Green and Sustainable Enterprise Management
Arizona Insurance License
Life, Accident and Health Producer, First Issued: September 18, 2013
Uniform Investment Advisor
Series 65 - Securities License, First Issued: May 12, 2014
J.D. Mellberg Financial December 2012 - Present
gen110 May 2012 - December 2012
C3/CustomerContactChannels, Inc. August 2011 - May 2012
Sonora Solar Solutions, DBA Sonora Plumbing, Inc. November 2010 - August 2011
College Works Painting January 2010 - November 2010
7Engine Auto Shop July 2005 - December 2009
United States Air Force January 2007 - December 2008
Skills
Business Development, Microsoft Excel, Customer Service, Team Building, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Call Centers, Spanish, Salesforce.com, Google Docs, Data Analysis, Retirement Planning, Bilingual-Spanish, Microsoft Office..., Analytical and Problem..., Excel, Word, Five9, Outlook, Retirement Planning -..., Investments, Training, New Business Development, Entrepreneurship, Customer Retention, Cold Calling, Selling, Sales Process, Finance, Sales Management, Financial Planning, Management, Marketing, Insurance, Financial Services
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Business, Concentration: Green and Sustainable Enterprise Management
Arizona Insurance License
Life, Accident and Health Producer, First Issued: September 18, 2013
Uniform Investment Advisor
Series 65 - Securities License, First Issued: May 12, 2014
Douglas Lamb's J.D. Mellberg Financial Experience February 2015 - Present
Job Chief Financial Officer
Industry Financial Services
Experience
JD Mellberg Financial February 2015 - Present
MedAire January 2015 - February 2015
Amazon September 2012 - January 2015
Dell August 2010 - September 2012
Panama Railroad Company May 2009 - December 2010
WCQ July 2008 - December 2008
Intel March 2000 - July 2008
NL Industries 1997 - 2000
Chiquita Brands International 1996 - 1997
Skills
Accounting, Analysis, Budgets, Business Analysis, Business Process, Due Diligence, Leadership, Managerial Finance, Private Equity, Process Improvement, Procurement, Program Management, Valuation, Vendor Management, Finance, Financial Analysis, Financial Modeling, Internal Audit, Mergers, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, Supply Chain, Supply Chain Management, Cross-functional Team..., Consulting, Financial Reporting, Financial Planning
Education
University of South Carolina - Darla Moore School of Business 1995 — 1996
MBA
Brigham Young University 1989 — 1993
JD Mellberg Financial February 2015 - Present
MedAire January 2015 - February 2015
Amazon September 2012 - January 2015
Dell August 2010 - September 2012
Panama Railroad Company May 2009 - December 2010
WCQ July 2008 - December 2008
Intel March 2000 - July 2008
NL Industries 1997 - 2000
Chiquita Brands International 1996 - 1997
Skills
Accounting, Analysis, Budgets, Business Analysis, Business Process, Due Diligence, Leadership, Managerial Finance, Private Equity, Process Improvement, Procurement, Program Management, Valuation, Vendor Management, Finance, Financial Analysis, Financial Modeling, Internal Audit, Mergers, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, Supply Chain, Supply Chain Management, Cross-functional Team..., Consulting, Financial Reporting, Financial Planning
Education
University of South Carolina - Darla Moore School of Business 1995 — 1996
MBA
Brigham Young University 1989 — 1993
Eric Thiessen's J.D. Mellberg Financial Experience January 2012 - August 2015
Job Manager of Corporate IT at Mister Car Wash
Industry Information Technology and Services
Experience
Mister Car Wash August 2015 - Present
JD Mellberg Financial January 2012 - August 2015
TM International October 2007 - January 2012
Dakotacom.net/Gain Communications September 2003 - May 2007
Newgen Results Corp September 2000 - June 2001
Skills
Windows Server, Microsoft SQL Server, Wireless Networking, Web Development, Networking, Five9, Salesforce Administrator, OS X, SharePoint, Crystal Reports, SEO, Network Administration, Adobe Creative Suite, Project Management, Business Analysis, Process Improvement, VMware, Microsoft Excel, Photoshop, VMware ESX
Education
San Diego State University-California State University 1995 — 1998
Mister Car Wash August 2015 - Present
JD Mellberg Financial January 2012 - August 2015
TM International October 2007 - January 2012
Dakotacom.net/Gain Communications September 2003 - May 2007
Newgen Results Corp September 2000 - June 2001
Skills
Windows Server, Microsoft SQL Server, Wireless Networking, Web Development, Networking, Five9, Salesforce Administrator, OS X, SharePoint, Crystal Reports, SEO, Network Administration, Adobe Creative Suite, Project Management, Business Analysis, Process Improvement, VMware, Microsoft Excel, Photoshop, VMware ESX
Education
San Diego State University-California State University 1995 — 1998
Brian Fatura's J.D. Mellberg Financial Experience May 2014 - Present
Job Account Executive at JD Mellberg Financial
Industry Photography
Experience
JD Mellberg Financial May 2014 - Present
Brian Fatura Photography December 2012 - Present
"The Winning Mind LLC" / Dave Smith & Associates / JD Buck Savage August 2013 - December 2013
Hutchison, Perry & Associates, Inc. August 2000 - December 2012
St. Mary's Hospital / Carondelet Health Network 1997 - 2000
KE&G Homes Coldwell Banker 1994 - 1997
Skills
Forecasting, Leadership, Microsoft Word, Financial Reporting, Cash Flow, Analysis, Accounts Receivable, Payroll, QuickBooks, Microsoft Excel, Auditing, Account Reconciliation, Contract Negotiation, Customer Service, Marketing Strategy, Social Media
Education
University of Arizona 1991 — 1993
finance
Western Michigan University 1988 — 1990
Mathematics
JD Mellberg Financial May 2014 - Present
Brian Fatura Photography December 2012 - Present
"The Winning Mind LLC" / Dave Smith & Associates / JD Buck Savage August 2013 - December 2013
Hutchison, Perry & Associates, Inc. August 2000 - December 2012
St. Mary's Hospital / Carondelet Health Network 1997 - 2000
KE&G Homes Coldwell Banker 1994 - 1997
Skills
Forecasting, Leadership, Microsoft Word, Financial Reporting, Cash Flow, Analysis, Accounts Receivable, Payroll, QuickBooks, Microsoft Excel, Auditing, Account Reconciliation, Contract Negotiation, Customer Service, Marketing Strategy, Social Media
Education
University of Arizona 1991 — 1993
finance
Western Michigan University 1988 — 1990
Mathematics
Jon Hunneman's J.D. Mellberg Financial Experience March 2009 - May 2010
Job Results Analyst at Capital Group
Industry Financial Services
Experience
Capital Group May 2015 - Present
MullinTBG Advisors July 2014 - May 2015
Davis Advisors January 2014 - March 2014
Davis Advisors May 2010 - January 2014
JD Mellberg Financial March 2009 - May 2010
LPL Financial Services November 2007 - January 2009
Genworth Financial Trust Company July 2007 - November 2007
Skills
Mutual Funds, Investments, Customer Service, Trading, Bonds, Series 63, Portfolio Management, Advanced Excel Skills, Customer Relations, Asset Allocation, Securities, Financial Analysis, Financial Reporting, Asset Management, Compliance, Microsoft Office, Series 7, Equity Trading, Equities, Wealth Management, Bloomberg, Investment Strategies, Financial Services, Security APL
Education
CFA Institute 2006 — 2006
Completed CFA Level 1
Kaplan University 2009 — 2011
MBA, Finance
University of Arizona 1998 — 2001
Bachelor of Arts, Political Science
Murrieta Valley High 1992 — 1996
Capital Group May 2015 - Present
MullinTBG Advisors July 2014 - May 2015
Davis Advisors January 2014 - March 2014
Davis Advisors May 2010 - January 2014
JD Mellberg Financial March 2009 - May 2010
LPL Financial Services November 2007 - January 2009
Genworth Financial Trust Company July 2007 - November 2007
Skills
Mutual Funds, Investments, Customer Service, Trading, Bonds, Series 63, Portfolio Management, Advanced Excel Skills, Customer Relations, Asset Allocation, Securities, Financial Analysis, Financial Reporting, Asset Management, Compliance, Microsoft Office, Series 7, Equity Trading, Equities, Wealth Management, Bloomberg, Investment Strategies, Financial Services, Security APL
Education
CFA Institute 2006 — 2006
Completed CFA Level 1
Kaplan University 2009 — 2011
MBA, Finance
University of Arizona 1998 — 2001
Bachelor of Arts, Political Science
Murrieta Valley High 1992 — 1996
Danielle Stern-Meister's J.D. Mellberg Financial Experience October 2012 - Present
Job Financial Advisor at JD Mellberg Financial & Secure Investment Management
Industry Financial Services
Experience
Secure Investment Management (SIM) July 2014 - Present
JD Mellberg Financial October 2012 - Present
Pfizer May 2008 - October 2012
Rauxa Direct February 2007 - May 2008
Skills
Pharmaceutical Industry, Sales, Portfolio Management, Retirement, Retirement Planning, Investments, Financial Planning, Insurance, Life Insurance, Financial Services, Strategic Planning
Education
University of Arizona, Eller College of Management 2002 — 2006
BA, Business
Secure Investment Management (SIM) July 2014 - Present
JD Mellberg Financial October 2012 - Present
Pfizer May 2008 - October 2012
Rauxa Direct February 2007 - May 2008
Skills
Pharmaceutical Industry, Sales, Portfolio Management, Retirement, Retirement Planning, Investments, Financial Planning, Insurance, Life Insurance, Financial Services, Strategic Planning
Education
University of Arizona, Eller College of Management 2002 — 2006
BA, Business
Debbi Weitzell's J.D. Mellberg Financial Experience August 2012 - March 2013
Job Freelance writer and artist
Industry Writing and Editing
Experience
Debbi Weitzell January 1986 - Present
Southwest University of Visual Arts January 2014 - May 2014
J.D. Mellberg Financial August 2012 - March 2013
The American Board of Radiology April 2004 - November 2008
Performance Associates International, Inc. June 1994 - June 1995
Rick Rosen, Broker, REMAX in the Hills, Bloomfield Hills, MI September 1991 - September 1993
WRMN-WJKL 1988 - 1989
Skills
Web Content, Creative Writing, Newsletters, Books, Technical Writing, Manuals, Published Author, Interviews, Editorial, Fiction, Press Releases, Microsoft Office, Editing, Marketing Communications, Training Manuals, Procedure Manuals, Instructional Manuals, Magazine Articles, Fact-checking, Fine Art, Deadline Driven, Proofreading, Fiction Writing, InDesign, Layout Tools, Content Writing, Copy Editing, Freelance Writing, Short Stories, Non-fiction, Text Editing, Novels, Ghostwriting, Grammar, Ebooks, Publications, Articles, Feature Articles, Marketing Copy, Manuscript, Memoir, Rewriting, Journalism, MS Office Suite, Organizing, Interviewing, Group Presentations, Exam Construction, Interfacing with...
Education
University of Maryland University College 2007 — 2010
BA, Communication Studies, 4.0
Pima Community College 2009 — 2010
Fine/Studio Arts, General, 4.0
University of Illinois at Urbana-Champaign 1972 — 1973
General
Debbi Weitzell January 1986 - Present
Southwest University of Visual Arts January 2014 - May 2014
J.D. Mellberg Financial August 2012 - March 2013
The American Board of Radiology April 2004 - November 2008
Performance Associates International, Inc. June 1994 - June 1995
Rick Rosen, Broker, REMAX in the Hills, Bloomfield Hills, MI September 1991 - September 1993
WRMN-WJKL 1988 - 1989
Skills
Web Content, Creative Writing, Newsletters, Books, Technical Writing, Manuals, Published Author, Interviews, Editorial, Fiction, Press Releases, Microsoft Office, Editing, Marketing Communications, Training Manuals, Procedure Manuals, Instructional Manuals, Magazine Articles, Fact-checking, Fine Art, Deadline Driven, Proofreading, Fiction Writing, InDesign, Layout Tools, Content Writing, Copy Editing, Freelance Writing, Short Stories, Non-fiction, Text Editing, Novels, Ghostwriting, Grammar, Ebooks, Publications, Articles, Feature Articles, Marketing Copy, Manuscript, Memoir, Rewriting, Journalism, MS Office Suite, Organizing, Interviewing, Group Presentations, Exam Construction, Interfacing with...
Education
University of Maryland University College 2007 — 2010
BA, Communication Studies, 4.0
Pima Community College 2009 — 2010
Fine/Studio Arts, General, 4.0
University of Illinois at Urbana-Champaign 1972 — 1973
General
Giovanni Todesco's J.D. Mellberg Financial Experience June 2012 - May 2013
Job Wealth Advisor at TCFG Wealth Management
Industry Financial Services
Experience
TCFG Wealth Management February 2015 - Present
Palomar Financial Services, LLC October 2014 - February 2015
Summit Wealth Management July 2013 - September 2014
Experience Unlimited April 2013 - July 2013
J.D. Mellberg Financial June 2012 - May 2013
Wells Fargo Advisors September 2004 - October 2011
Skills
Retirement Planning, Series 7, Investments, Life Insurance, Mutual Funds, Estate Planning, Series 63, Financial Services, Wealth Management, Finance, Securities, Insurance, Strategic Financial..., Portfolio Management, Financial Advisory, Investment Advisory, Microsoft Excel, Banking, Investment Strategies, Retirement, Life & Health Insurance..., Asset Allocation, Financial Analysis, Relationship Management, Microsoft Word, Risk Management, Alternative Investments, PowerPoint, Financial Modeling, Uniform Combined State..., Employee Benefits, Word, Excel, Series 66, Series 65, Financial Planning, Cash Management, Small Business, Fixed Income, Asset Management
Education
Cal State Fullerton 2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Finance
LHHS
TCFG Wealth Management February 2015 - Present
Palomar Financial Services, LLC October 2014 - February 2015
Summit Wealth Management July 2013 - September 2014
Experience Unlimited April 2013 - July 2013
J.D. Mellberg Financial June 2012 - May 2013
Wells Fargo Advisors September 2004 - October 2011
Skills
Retirement Planning, Series 7, Investments, Life Insurance, Mutual Funds, Estate Planning, Series 63, Financial Services, Wealth Management, Finance, Securities, Insurance, Strategic Financial..., Portfolio Management, Financial Advisory, Investment Advisory, Microsoft Excel, Banking, Investment Strategies, Retirement, Life & Health Insurance..., Asset Allocation, Financial Analysis, Relationship Management, Microsoft Word, Risk Management, Alternative Investments, PowerPoint, Financial Modeling, Uniform Combined State..., Employee Benefits, Word, Excel, Series 66, Series 65, Financial Planning, Cash Management, Small Business, Fixed Income, Asset Management
Education
Cal State Fullerton 2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Finance
LHHS
Richasaurus Riley's J.D. Mellberg Financial Experience March 2013 - Present
Job Aircraft mechanic at ANG
Industry Military
Experience
J.D. Mellberg Financial March 2013 - Present
ANG February 2009 - April 2013
United States Air National Guard February 2009 - March 2013
Metro Care Services December 2007 - December 2011
FedEx February 2007 - June 2010
Aegis Communications Group, Inc May 2005 - January 2008
Cochise College Math Lab February 2005 - May 2007
Food City May 2001 - February 2005
Skills
Security Clearance, Military Experience, Military, Aviation, Aircraft Maintenance
Education
Cochise College
Associate of Science, Computer Science/Engineering
University of Arizona
Bachelor of Science, Electrical Engineering
J.D. Mellberg Financial March 2013 - Present
ANG February 2009 - April 2013
United States Air National Guard February 2009 - March 2013
Metro Care Services December 2007 - December 2011
FedEx February 2007 - June 2010
Aegis Communications Group, Inc May 2005 - January 2008
Cochise College Math Lab February 2005 - May 2007
Food City May 2001 - February 2005
Skills
Security Clearance, Military Experience, Military, Aviation, Aircraft Maintenance
Education
Cochise College
Associate of Science, Computer Science/Engineering
University of Arizona
Bachelor of Science, Electrical Engineering
Samantha Poletti's J.D. Mellberg Financial Experience February 2012 - Present
Job
Industry Financial Services
Experience
JD Mellberg Financial February 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Pima Community College 2010 — 2013
Associate of Arts (AA)
JD Mellberg Financial February 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Pima Community College 2010 — 2013
Associate of Arts (AA)
Lucas Titone's J.D. Mellberg Financial Experience August 2011 - June 2014
Job Account Manager at CBIZ
Industry Financial Services
Experience
CBIZ 2015 - Present
J.D. Mellberg Financial August 2011 - June 2014
Education
Salpointe
Salpointe
University of Arizona
Psychology
CBIZ 2015 - Present
J.D. Mellberg Financial August 2011 - June 2014
Education
Salpointe
Salpointe
University of Arizona
Psychology
Grace Shirley's J.D. Mellberg Financial Experience December 2013 - Present
Job Executive Assistant to Senior Vice President at J.D. Mellberg Financial
Industry Wholesale
Experience
J.D. Mellberg Financial December 2013 - Present
United Stationers September 2000 - May 2013
United Stationers September 2000 - May 2013
Community Care Of Oklahoma November 1997 - August 2000
United Stationers September 1990 - January 1996
Good Stuff Food Company March 1986 - September 1990
Zellerbach Paper Company August 1976 - January 1987
Skills
Sales Process, Account Management, Sales Management, B2B, Great Communication and..., Fluent in Spanish, Always Willing to Learn, Cold Calling, Budgets, Sales, Marketing, Management, Time Management, Troubleshooting, Inventory Management, Program Management, Customer Service, Sales Operations, New Business Development
Education
Mount San Antonio College 1984 — 1984
Data Processing
Los Angeles Trade Technical College 1972 — 1974
Associate's degree, Secretarial Science, 3.5
J.D. Mellberg Financial December 2013 - Present
United Stationers September 2000 - May 2013
United Stationers September 2000 - May 2013
Community Care Of Oklahoma November 1997 - August 2000
United Stationers September 1990 - January 1996
Good Stuff Food Company March 1986 - September 1990
Zellerbach Paper Company August 1976 - January 1987
Skills
Sales Process, Account Management, Sales Management, B2B, Great Communication and..., Fluent in Spanish, Always Willing to Learn, Cold Calling, Budgets, Sales, Marketing, Management, Time Management, Troubleshooting, Inventory Management, Program Management, Customer Service, Sales Operations, New Business Development
Education
Mount San Antonio College 1984 — 1984
Data Processing
Los Angeles Trade Technical College 1972 — 1974
Associate's degree, Secretarial Science, 3.5
Amy Thibedeau's J.D. Mellberg Financial Experience August 2013 - Present
Job Account Executive at J.D. Mellberg Financial
Industry
Experience
J.D. Mellberg Financial August 2013 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building
Education
University of Arizona 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Marketing and Business Management
J.D. Mellberg Financial August 2013 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building
Education
University of Arizona 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Marketing and Business Management
Andrew J Boone's J.D. Mellberg Financial Experience December 2011 - April 2015
Job Independent Business Consultant and Financial Strategist
Industry Financial Services
Experience
Agency May 2015 - Present
J.D. Mellberg Financial December 2011 - April 2015
Skills
Mutual Funds, Investments, Wealth Management, Equities, Life Insurance, Long-term Care, Sales, Term Life Insurance
Education
University of Phoenix 2003 — 2007
Bachelor's Degree, business mgmt/marketing
Agency May 2015 - Present
J.D. Mellberg Financial December 2011 - April 2015
Skills
Mutual Funds, Investments, Wealth Management, Equities, Life Insurance, Long-term Care, Sales, Term Life Insurance
Education
University of Phoenix 2003 — 2007
Bachelor's Degree, business mgmt/marketing