Mission Wealth Management
Mission Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mission Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Mission Wealth Management Salaries. You can even request information on how much does Mission Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Mission Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14 Mission Wealth Management employees in database. Find out everything there's to know about Mission Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Mission Wealth Management Employees
Mission Wealth Management March 2000 - Present
Cal State University CI Campus 2008 - June 2012
The Santa Barbara Daily Sound 2007 - 2012
John Hancock / Signator Financial 2002 - 2009
Education
College for Financial Planning
MS, Finance
University of California, Santa Barbara 1988 — 1992
Mission Wealth Management February 2013 - Present
Merk Investments 2008 - February 2013
Brook Asset Management Limited 2006 - 2008
MCM Associates 2005 - 2006
Skills
Investments, Asset Managment, Equities, Alternative Investments, Portfolio Management, Equity Research, Fixed Income Portfolio..., Fixed Income Analysis, Equity Trading, International Research, FX trading, Macro Analysis, Global Macro, Commodity Markets, VBA, Portfolio Optimization, Mutual Funds, Investment Management, Asset Allocation, ETFs, Asset Management, Fixed Income
Education
University of Otago
Master of Business, Finance, 4.0
Honey Agency May 2015 - Present
Honey Agency August 2014 - May 2015
Mission Wealth July 2013 - July 2014
Mission Wealth Management March 2013 - June 2013
Department of Communication at University of California, Santa Barbara September 2012 - June 2013
Communication Association June 2012 - June 2013
Disabled Students Program at University of California, Santa Barbara March 2012 - June 2013
UCSB October 2010 - March 2013
McCormack Sheep and Grain July 2011 - January 2013
Skills
Research, Community Outreach, Public Speaking, Facebook, Event Planning, Public Relations, Photoshop, InDesign, Website Development, Social Networking, Editing, Social Media, Press Releases, Teaching, Blogging, Fundraising, PowerPoint, Marketing, Newsletters, Group Work, Graphic Design
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Communication
Mission Wealth Management 2012 - Present
Education
UCSB 2010 — 2011
MA, Economics
UCSB 2006 — 2010
BA, Business Economics, minor Exercise and Health Science
Mission Wealth Management May 2008 - Present
First National Realty January 2003 - May 2008
Skills
Wealth Management, Retirement Planning, Investment Advisory, Financial Planning, Estate Planning, Investments, Retirement, Portfolio Management, Wealth, Asset Management, Asset Allocation, Insurance, Series 7, Financial Advisory, Mutual Funds, Securities
Education
College for Financial Planning 2012 — 2014
Master of Science (M.S.), Financial Planning and Services
UCLA 2010 — 2011
Certified Financial Planning Certificate, Financial Planning and Services
College for Financial Planning 2010 — 2010
A.W.M.A, Personal Finance
College for Financial Planning 2009 — 2010
A.A.M.S, Personal Finance
CSU Channel Islands 2007 — 2009
Bachelors, Business Finance
Scholarship Foundation of Santa Barbara July 2013 - Present
CALM ( Child Abuse Listening Mediation ) July 2012 - Present
Mission Wealth Management August 2011 - Present
Mercer Advisors September 1997 - July 2011
Xelan January 1996 - August 1997
Skills
Wealth Management, Business Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Asset Allocation, Mergers & Acquisitions, Investment Management, Investments, Alternative Investments, Financial Advisory, Asset Management, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
Master of Business Administration, Finance
College for Financial Planning 1998 — 2001
Master of Science, Financial Planning
Northwestern University 1989 — 1993
Bachelor of Arts, Economics
Mission Wealth Management 2008 - Present
Mission Wealth Management 2004 - 2007
Mission Wealth Management 2000 - 2004
Mercer Global Advisors 1995 - 2000
Education
College for Financial Planning 2004 — 2006
MS, Financial Planning
College for Financial Planning 1997 — 1999
Certified Financial Planner (CFP) Prerequisites
California State University-Northridge 1991 — 1994
BS, Business - Finance
Mission Wealth Management July 2010 - Present
Zipfizz Corporation August 2009 - September 2009
Kirkpatrick Family Care June 2000 - August 2009
Kelso High School August 2006 - October 2008
Mint Valley Racquet & Fitness June 2007 - February 2008
California Drug Testing Associates August 2004 - June 2005
WSU Electron Microscopy Center August 2001 - May 2002
ARS/USDA Soil Microbiology Lab August 1999 - July 2001
Education
California Western School of Law 2003 — 2004
Law (emphasis in Health Law)
Washington State University 1998 — 2002
Bachelors, Microbiology
Portland State University
Non-Profit Development, Masters in Public Administration
Mission Wealth Management June 2010 - Present
AmeriFlex Financial Services September 1996 - June 2010
Skills
Wealth Management, Estate Planning, Wealth, Retirement Planning, Investments, Retirement, Strategic Financial..., Portfolio Management, Insurance, Investment Advisory
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts, Communication Studies, Spanish
Corona del Mar High School 1987 — 1992
Tisdale Insurance & Estate Services June 2014 - Present
Mission Wealth Management September 2006 - May 2014
LTC Generation Insurance Services, Inc May 2003 - September 2006
Long Term Preferred Care September 1995 - May 2003
UCSB Athletic Department June 1987 - September 1995
Skills
Insurance, Disability Insurance, Life Insurance, Long Term Care Insurance, Wealth Management, Long-Term Care Annuities, Linked Benefit..., Estate Planning, Retirement Planning, Retirement, Employee Benefits, Investments, Strategic Financial..., Risk Management, Investment Advisory, Wealth, Financial Planners, Underwriting, Financial Advisory, Portfolio Management, Small Business, Fixed Annuities, Term Life Insurance, Critical Illness, 401k, Universal Life, IRAs, Insurance Brokerage, Public Speaking, Health Insurance, Whole Life, Brokers, Financial Planning
Education
University of California, Santa Barbara 1980 — 1985
Bachelor of Arts (BA), Political Science, Germanic Language and Literature
United States Sports Academy 1987 — 1990
MS, Sport Management, Athletic Admininstration
Montecito Bank & Trust 2008 - Present
Western Collegiate Model United Nations 2014 - 2015
UCSB AS Program Board Alumni 2013 - 2015
Dons Net Cafe 2007 - 2012
Mission Wealth Management 2006 - 2008
Skills
Financial Planning, Credit, Excel, Microsoft Office, PowerPoint, Outlook, Research, Wealth Management, Risk Management, Budgeting, Strategic Planning, Non-profits, Writing, Banking, Coaching, Teaching, Budgets, Strategic Financial..., Microsoft Excel, Investments, Fundraising, Portfolio Management, Retirement Planning, Leadership, Investment Advisory, Nonprofits, Mutual Funds, Loans, Finance, Credit Analysis, Public Speaking
Education
Cannon Financial Institute
Cannon Trust School
University of California, Santa Barbara 1985 — 1987
Bachelors, Political Science
UCSB Extension 2003 — 2005
Certificate, Professional Financial Planning
UCLA Extension 1988 — 1990
Certificate, Journalism
SBCC
Silicon Valley Bank September 2014 - Present
Bridge Bank January 2014 - August 2014
Bridge Bank June 2013 - January 2014
Bridge Bank July 2012 - June 2013
Houwelings Tomatoes January 2012 - May 2012
Boyce & Associates, Inc. September 2011 - December 2011
Mission Wealth Management May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Credit, Banking, Accounting, Financial Reporting, Credit Analysis, Pivot Tables, Financial Accounting, Commercial Banking, Commercial Lending, Underwriting, Analysis, Finance, Portfolio Management, Financial Modeling
Education
Santa Clara University - Leavey School of Business 2013 — 2016
Master of Business Administration (MBA)
California State University-Channel Islands 2008 — 2012
Bachelor of Science (BS), Bachelor of Art (BA), Business and Economics, 3.59