London Pacific Advisors

Description

Address: 2399 Gateway Oaks Dr # 200, Sacramento, CA 95833 Phone: (916) 920-5293Website: : : : : Place name: : Hours: Category: : Category: Financial Planner 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website 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 London Pacific Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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London Pacific Advisors Employees

Employee
Years
Job
Industry
Jennifer Valdez Jennifer Valdez Sacramento, California Area Details
Jennifer Valdez's London Pacific Advisors Experience May 1999 - June 2003
Job Senior Vice President, Sales and Account Management at SunGard
Industry Financial Services
Experience
SunGard  January 2014 - Present
SunGard  September 2012 - January 2014
SunGard  August 2008 - August 2012
SunGard Advisor Technologies  June 2003 - August 2008
London Pacific Advisors   May 1999 - June 2003
Franklin Templeton  June 1994 - May 1999

Skills
Product Management, Financial Services, Investments, Product Marketing, SaaS, Wealth Management, Investment Management, Business Analysis, Marketing, Requirements Analysis, Program Management, Cross-functional Team..., IT Strategy, Business Development, Strategic Financial..., Retirement, Marketing Strategy, Project Planning, CRM, Strategic Partnerships, Banking, Salesforce.com, Vendor Management, Integration, New Business Development, Sales, Project Management, Portfolio Management, Business Strategy, Insurance, Strategy, Strategic Planning, Management, Executive Management, Risk Management, Mergers & Acquisitions, Professional Services, Start-ups, Enterprise Software, Management Consulting, Process Improvement, Solution Selling, Business Process..., Outsourcing, Leadership, Relationship Management, Thought Leadership, Analytics, Securities, Cloud Computing

Education
California Polytechnic State University-San Luis Obispo   1991 — 1994
Bachelor of Science, Business Administration - Finance

Donna Mickel Donna Mickel Sacramento, California Area Details
Donna Mickel's London Pacific Advisors Experience July 2000 - June 2001
Job Systems Engineer at Revionics
Industry Information Technology and Services
Experience
Revionics  December 2008 - Present
Williams-Sonoma, Inc.   July 2003 - November 2008
Infinisys, Inc   June 2001 - July 2003
London Pacific Advisors   July 2000 - June 2001
NEC Electronics  June 1999 - July 2000
Foothill.net   April 1999 - June 1999
Market Power Inc   February 1998 - April 1999

Skills
Training, Analysis, SaaS, Databases, Troubleshooting, Management, Software Documentation, Leadership, Software Installation, Business Intelligence, Integration, Technical Support, Quality Assurance, Software Development, SDLC, Requirements Gathering, Testing, Customer Service, Cross-functional Team..., Business Analysis, Microsoft SQL Server, Enterprise Software, Customer Satisfaction, Business Process, Networking, Program Management

Education
University of Phoenix   2001 — 2004
BS, Information Technology Specializing in Business Systems Analysis

Ron Chavez Ron Chavez Sacramento, California Area Details
Ron Chavez's London Pacific Advisors Experience June 2000 - June 2003
Job Investment Officer at CalPERS
Industry Financial Services
Experience
CalPERS  May 2013 - Present
FolioDynamix  August 2008 - May 2013
SunGard Advisor Technologies  June 2003 - August 2008
London Pacific Advisors   June 2000 - June 2003
SAI Financial Advisors   1997 - 2000
Lexington Capital Management  1992 - 1997

Skills
Fixed Income, Mutual Funds, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Wealth Management, Due Diligence, Financial Services, Asset Allocation, Investment Management, Investment Advisory, Investment Strategies, ETFs, RIA Compliance, Separately Managed..., 401k, Asset Management, Alternative Investments

Education
California State University-Sacramento   1995 — 1997
MBA, Finance

California State University-Sacramento   1990 — 1994
B.S., Finance

Kristin Zehnder Kristin Zehnder Carmichael, California Details
Kristin Zehnder's London Pacific Advisors Experience November 1999 - June 2003
Job Compliance Specialist at Merril Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2010 - Present
Banc of America Investment Services, Inc  May 2003 - June 2010
London Pacific Advisors   November 1999 - June 2003
Prudential Securities  June 1998 - November 1999
Wells Fargo  September 1992 - June 1998

Skills
Securities, Series 7, Operations Management, Risk Management, Series 63, Wealth Management, Investments, Asset Allocation, Banking, Asset Management, Equities

Education
University of California, Los Angeles   1982 — 1985

Ryan Jantzen Ryan Jantzen Sacramento, California Area Details
Ryan Jantzen's London Pacific Advisors Experience December 1994 - June 2002
Job Partner / Senior Financial Advisor Pacific Investment Consultants
Industry Financial Services
Experience
Pacific Investment Consultants   February 2009 - Present
Allstate Financial  June 2002 - February 2009
London Pacific Advisors   December 1994 - June 2002
IDS Financial Services  January 1991 - December 1994

Skills
Investments, Financial Services, Retirement Planning, Wealth Management..., Retirement, 401k, Portfolio Management, Finance, Fixed Annuities, Insurance, Wealth Management

Education
California State University-Sacramento   1985 — 1990
BA, Psychology

Jeffrey Harrell, CFA Jeffrey Harrell, CFA Charlotte, North Carolina Area Details
Jeffrey Harrell, CFA's London Pacific Advisors Experience June 1997 - May 2000
Job V.P. & Director of Portfolio Mgmt at McGill Advisors, Inc.
Industry Financial Services
Experience
McGill Advisors, Inc.   June 2000 - Present
London Pacific Advisors   June 1997 - May 2000

Education
California State University-Sacramento   1997 — 2000
BA, Finance

Ann (Wagner) Foley Ann (Wagner) Foley Sacramento, California Area Details
Ann (Wagner) Foley's London Pacific Advisors Experience 2001 - 2003
Job SAP Consulting with a Business Focus
Industry Information Technology and Services
Experience
XpertMinds  February 2013 - Present
Pacific Coast Building Products  2005 - January 2013
Meridian Project Systems  2004 - 2005
WebEx  2003 - 2004
London Pacific Advisors   2001 - 2003
MCI/Verizon  2000 - 2000
Integrated Design, Inc.   1991 - 2000

Skills
Process Improvement, Change Management, Project Management, SAP, Business Analysis, Program Management, ERP, Training, Business Process..., Team Building, Vendor Management, Business Process, Customer Service, Integration, Software Documentation, Business Intelligence, Strategic Planning, Budgets, IT Management, Cross-functional Team..., Human Resources, CRM, Operations Management, Management

Education
Eastern Michigan University   1981 — 1988
Bachelor of Science (B.S.), Psychology, History, English Literature

Matt Brenier Matt Brenier Sacramento, California Area Details
Matt Brenier's London Pacific Advisors Experience 1998 - 2004
Job Implementation Specialist at POS Portal
Industry Information Technology and Services
Experience
POS Portal  February 2012 - Present
FolioDynamix  August 2008 - January 2012
SunGard  June 2004 - August 2008
London Pacific Advisors   1998 - 2004
Miller Financial & Insurance Services   May 1998 - September 1998
Group Employee Services   November 1996 - May 1998
Merrill Lynch  1996 - 1998

Skills
Program Management, Product Management, Wealth Management, Product Development, Customer Relations, Cross-functional Team..., Product Strategy, Issue Management, Software Project..., Management, CRM, Requirements Analysis, Project Management, Strategy, Customer Service, Analysis, Leadership, Quality Assurance, Business Process, Testing, Strategic Planning

Education
California State University-Sacramento   1990 — 1994
Bachelor of Science, Business Administration

J.P. Marion J.P. Marion Sacramento, California Area Details
J.P. Marion's London Pacific Advisors Experience 2000 - 2003
Job Health Facility Construction Financing Officer at Office of Statewide Health Planning & Development
Industry Financial Services
Experience
Cal-Mortgage Loan Insurance   December 2005 - Present
Berkeley Capital Management LLC   2003 - 2005
London Pacific Advisors   2000 - 2003

Skills
Investments, Finance, Asset Management, Fixed Income, Risk Management, Financial Analysis, Portfolio Management, Customer Service, Mutual Funds, Strategic Planning, Financial Modeling, Budgets

Education
California State University-Sacramento   1998 — 2000

Tarm Bains Tarm Bains Yuba City, California Area Details
Tarm Bains's London Pacific Advisors Experience July 1998 - January 2004
Job Broker at Allied Realty & Loans, Inc
Industry Real Estate
Experience
Allied Realty & Loans, Inc   January 2011 - Present
Trinity West   January 2004 - January 2011
London Pacific Advisors   July 1998 - January 2004

Skills
Short Sales, Sellers, Foreclosures, First Time Home Buyers, FHA, Real Estate Transactions, Real Estate, Investment Properties, USDA, Property Management, Mortgage Lending, Residential Homes, VA loans, Refinance, Loans, Rentals, Move Up Buyers, Vacation Homes, SFR, Disposition, Resellers, Brokerage, New Home Sales, Condos, Investors, Certified Mortgage..., Leases, Real Estate Economics, Listings, REO, Residential Mortgages, HUD, Commercial Mortgages, Relocation, Real Estate Development, Asset Management, Single Family Homes, Luxury, Property, Income Properties, Buyer Representation, Referrals, Investments, Loan Origination, Selling, Mortgage Banking, New Homes, 1031 Exchanges, Seniors, Commercial Real Estate

Education
California State University-Chico   1992 — 1995
Finance, Finance, General

Laura Kleber Laura Kleber Raleigh-Durham, North Carolina Area Details
Laura Kleber's London Pacific Advisors Experience December 2000 - January 2003
Job OperationsSilverback Asset Mgmt LLC
Industry Financial Services
Experience
Silverback Asset Management  September 2012 - Present
BELLTOWER ADVISORS LLC   June 2009 - June 2012
LITESPEED MANAGEMENT LLC   February 2006 - June 2009
AKELA CAPITAL LLC   January 2003 - March 2006
LONDON PACIFIC ADVISORS   December 2000 - January 2003

Skills
Equities, Hedge Funds, Mutual Funds, Derivatives, Investments, Trading, Portfolio Management, Bonds, Finance, Series 7, Prime Brokerage, Back Office, Financial Reporting, Alternative Investments, Corporate Actions

Education
The College of New Jersey   1976 — 1979
Bachelors of Science Degree, Business Administration; Accounting

Rhonda Malkoch Rhonda Malkoch Tulsa, Oklahoma Area Details
Rhonda Malkoch's London Pacific Advisors Experience 2002 - 2003
Job Bookkeeper
Industry Accounting
Experience
Mahan Inc   July 2015 - Present
The Rowland Group @ Airgas   February 2015 - September 2015
Addison Group/Hillcrest   January 2014 - March 2014
Aerotek / Nordam   April 2013 - January 2014
A-max Signs   2007 - 2013
Desert Subway, Inc   2006 - 2007
Atlantic Yacht Basin, Inc.   2004 - 2006
Carquest/GPI, Inc.   2003 - 2004
London Pacific Advisors   2002 - 2003
Cokesbury Bookstore (UMPH)   2000 - 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Data Entry, Financial Statements, Great Plains Software, Human Resources, Invoicing, Management, Office Administration, Payroll, Purchasing, QuickBooks, Telephone Skills, Time Management

Education
University of Phoenix   2005 — 2006
Business Administration and Management, General

Tidewater Community College   1990 — 1992
Accounting

Beaver High School Beaver,PA.   1975 — 1979

Diana Nichol Reck Diana Nichol Reck Baltimore, Maryland Area Details
Diana Nichol Reck's London Pacific Advisors Experience 2001 - 2002
Job Lead Portfolio Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  2006 - Present
T. Rowe Price  2003 - 2005
London Pacific Advisors   2001 - 2002
ING Barings LLC  1999 - 2001
Russell Miller Inc.   1997 - 1999
Goldman Sachs  1991 - 1996

Education
St. Mary's College of California
MBA, Finance

University of California, Berkeley
BS, Sociology

Jonelle Stenson Jonelle Stenson Sacramento, California Area Details
Jonelle Stenson's London Pacific Advisors Experience June 2000 - June 2003
Job SVP Finance at FolioDynamix
Industry Financial Services
Experience
FolioDynamix  August 2008 - Present
SunGard Advisor Technologies  June 2003 - August 2008
London Pacific Advisors   June 2000 - June 2003
PwC  January 1982 - November 1986

Education
California State University-Sacramento   1979 — 1981
Bachelor of Science