Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
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22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual 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.
Northwestern Mutual Employees
Boys & Girls Club of the Redwoods January 2013 - Present
Northwestern Mutual January 2006 - Present
U.S. Army May 1997 - May 2001
Education
University of California, Los Angeles 2003 — 2005
Bachelor of Arts (B.A.)
Eureka Highschool 1991 — 1995
Business Talent Group June 2015 - Present
Business Talent Group September 2014 - May 2015
Outsource LLC December 2013 - August 2014
Northwestern Mutual 2011 - 2012
Skills
Leadership, Networking, Sales, Sourcing, Critical Thinking, Business Development, Consulting, Talent Acquisition, Business Strategy, Outsourcing, Applicant Tracking..., Building Automation, Public Speaking, Customer Service, Technical Recruiting, PowerPoint
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Science (BS), Political Science, International Economic Relations
Friends & Fable December 2014 - Present
UC San Diego Health Sciences August 2014 - Present
UC San Diego Health System September 2012 - June 2014
Fusion Hip-Hop Dance Competition December 2012 - April 2014
Delta Sigma Pi November 2011 - December 2012
Kingston Technology July 2012 - September 2012
Northwestern Mutual December 2011 - March 2012
ACI Academy August 2009 - May 2010
Mandarin Restaurant October 2007 - June 2009
Skills
Human Resources, Microsoft Office, Interviews, Social Media, Blogging, Event Planning, Leadership, HR Policies, Google Docs, HRIS, Leadership Development, Onboarding, Job Analysis, Program Management, Networking, Lotus Notes, Mac OS X, On-boarding, Mandarin, Twitter, Microsoft Visio, SAP, Screening Resumes, Job Descriptions
Education
University of California, San Diego 2010 — 2014
B.A., Sociology - Economy & Society, 3.54
University of California, San Diego Extension 2012 — 2014
Professional Certificate of Human Resource Management, Workforce Planning and Employment
Kappa Kappa Gamma December 2014 - Present
Northwestern Mutual March 2015 - June 2015
Northwestern Mutual September 2014 - February 2015
GEM - Gaslamp Event Management, Inc. GaslampEvent.com June 2014 - August 2014
LF Stores February 2014 - June 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Social Networking, Public Speaking, Brand Development, Organization, Proofreading, Social Media, Photoshop, Teamwork, Windows, Research, English, Leadership, Data Analysis, Marketing, Event Planning, Time Management, Management
Education
University of California, San Diego 2012 — 2016
Bachelor's degree, Economics
Granite Hills High School 2008 — 2012
Houzz December 2014 - Present
Bradley Wealth Management LLC November 2011 - November 2014
Northwestern Mutual April 2010 - September 2011
Yogurt Baby, Inc. December 2008 - April 2010
Nordstrom September 2008 - December 2008
Brophy Brothers June 2007 - September 2008
Skills
Sales, Marketing Strategy, Social Media, Marketing, Business Strategy, Social Media Marketing, Entrepreneurship, Sales Management, Management, Email Marketing, Event Planning, Selling
Education
University of California, Santa Barbara 2003 — 2007
BA, Communications, Sports Management
Segal Consulting June 2015 - Present
Milliman May 2010 - May 2015
ArlenGroup October 2007 - May 2010
Northwestern Mutual October 2006 - September 2007
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Actuarial Science, Life Insurance, Retirement, Financial Analysis, Brokers, Microsoft Excel, ERISA
Education
University of California, San Diego 2002 — 2006
B.A., Mathematics: Applied Science
Clovis High 1998 — 2002
High School Diploma
Northwestern Mutual May 2014 - Present
Adecco Group September 2012 - May 2014
Riverside University High School April 2012 - August 2012
Techsquad LLC July 2011 - December 2011
General Dynamics Information Technology August 2008 - July 2011
Kforce Inc January 2008 - July 2008
Trisept Solutions April 2003 - January 2008
San Diego Air & Space Museum August 1998 - February 2003
Skills
Servers, Hardware, Security, Active Directory, VMware, System Administration, SharePoint, SQL Server, Troubleshooting, Disaster Recovery, SQL, Process Improvement, Windows, ITIL, Documentation, XP, Computer Hardware, Windows 7, Windows Server, Windows Server 2003, Switches, DNS, Network Administration, DHCP, Software Installation, Windows Server 2008, Routers, Firewalls, Access, VPN, Laptops, Smartboard, Dell Workstations, HP, Terminal Services, BMC Remedy, HP Service Manager, Microsoft Office, Internet Explorer, LANDesk, iPad, iPhone, Android, Blackberry, Adobe Creative Suite, QuickBooks, Scanners, Printers, Queue Management, Information Security...
Education
University of California, San Diego 1994 — 1998
Bachelors, Theatre Arts
MCSA Training Program - High-Tech Education Center through San Diego State University
Bachelor's
Signature Estate & Investment Advisors, LLC April 2015 - Present
Northwestern Mutual January 2012 - March 2015
First Investors Corporation September 2011 - December 2011
JBT FoodTech July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Marketing, Strategic Financial..., Research, Event Planning, SPSS, Social Media, Access, Data Analysis, Time Management, Leadership, Outlook, Social Networking, Analysis, Financial Planning
Education
UC Riverside 2008 — 2012
Bachelor of Science (B.S.), Marketing/Finance
Notre Dame High School 2004 — 2008
Her Campus Media 2015 - Present
Northwestern Mutual June 2014 - September 2014
India Currents Magazine 2013 - 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Teamwork, Research, Photoshop, English, Public Speaking, Windows, Social Media
Education
University of California, Santa Barbara 2013 — 2017
Communication and Media Studies, Second Year
Evergreen Valley High School 2010 — 2013
High School Diploma
Northwestern Mutual December 2014 - Present
Sandio Technologies August 2006 - June 2012
Fubon Financial Group August 2006 - July 2009
Skills
Finance, Analysis, Financial Analysis, Data Analysis, Investment Banking, Corporate Finance, Financial Risk..., Project Management, International Economics, International Marketing, Marketing, Advertising, Research, Teamwork, Public Speaking, Social Media, Customer Service, Social Networking, Microeconomics, Macroeconomics, Econometrics, Chinese, PowerPoint, Microsoft Excel, Microsoft Word
Education
University of California, San Diego 2012 — 2014
Bachelor of Science (BS), Management Science
TAPA
Comerica Bank September 2013 - Present
Union Bank January 2013 - May 2013
First Investors October 2011 - January 2012
Northwestern Mutual July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Economic Research, Data Analysis, Financial Analysis, Credit Analysis, Capital Budgeting, Forecasting, Financial Modeling, Banking, Credit, Portfolio Management, Valuation, Corporate Finance, Finance, Economics, Analysis, Investments
Education
UCSD 2008 — 2012
Bachelor of Arts (B.A.), Economics, Business
Agoura High School 2004 — 2008
Cisco Systems February 2014 - September 2014
Cisco Systems August 2013 - September 2014
Northwestern Mutual June 2013 - August 2013
American Family Insurance August 2011 - November 2012
Washington Yacht Club September 2009 - August 2011
Washington Yacht Club June 2009 - September 2009
University of Washington January 2008 - June 2008
Skills
Stata, Finance, Teamwork, Problem Solving, Client Relations Skills, Time Management, R, Microsoft Office, Eviews, Spanish-English, SQL, Organization, QuickBooks, Java, Data Analysis, Project Management
Education
University of California, Santa Cruz 2014 — 2015
Master of Science (M.S.), Applied Economics and Finance, Graduate
University of Washington 2006 — 2010
Bachelor of Science (BS), Economics
University of Washington 2006 — 2010
Bachelor of Arts (BA), Spanish Language and Literature
Underground Elephant September 2015 - Present
UC San Diego ACMS/ResNet September 2011 - September 2015
GEM - Gaslamp Event Management, Inc. GaslampEvent.com October 2014 - March 2015
Northwestern Mutual February 2014 - June 2014
S.K. Taekwondo Center August 2007 - October 2009
Skills
Photoshop, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Illustrator, Microsoft Word, OS X, Research, Java, Dreamweaver, Customer Service, Windows, Data Analysis, Facebook, Analysis, Troubleshooting, Software Documentation, Statistics, Programming, Marketing, Networking, Video Editing, Teamwork, Editing, Public Relations, Event Planning, Public Speaking, Community Outreach
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (B.A.), International Studies: Sociology
University of California, San Diego
B.A. Psychology (Double Major), Social Psychology
Temple City High School 2006 — 2010
High School Diploma
TouchOfModern June 2014 - Present
Touch of Modern June 2014 - Present
J.Crew April 2014 - July 2014
Williams-Sonoma, Inc. July 2013 - April 2014
Northwestern Mutual January 2013 - April 2013
J.Crew June 2012 - January 2013
J.Crew October 2011 - May 2012
Peet's Coffee and Tea June 2011 - August 2011
Spa del Mar April 2010 - March 2011
Barnes & Noble September 2010 - January 2011
Skills
Budgeting, HTML, Planning, Proofreading, Verbalizing Complex..., Arranging, TimeTrade, Budgets, Customer Service, Project Planning, Event Planning, Marketing, Management, Leadership, Social Media, Social Networking, Time Management, Retail, Sales, Merchandising, Visual Merchandising
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Global Studies and Anthropology
Centro Studi Università di California, Siena 2009 — 2009
Study Abroad, Italian Language and Literature
ShipHawk October 2014 - Present
Northwestern Mutual June 2012 - September 2012
De Anza Cupertino Aquatics 2009 - 2011
Silicon Valley Republican Headquarters June 2009 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Facebook, Event Planning, Finance, Banking, Leadership, Fundraising, Social Media, Social Networking, Customer Service, Stata, R, Eviews
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics and Comparitive Literature
Monta Vista High School
Metric Theory January 2015 - Present
Northwestern Mutual March 2014 - June 2014
Don Diablo's Starlight Official Music Video November 2013 - December 2013
Out of Focus: A Short Film January 2013 - August 2013
Ampersand Pictures June 2012 - August 2012
July Systems June 2011 - September 2011
Rustic Canyon Summer Camp June 2009 - August 2010
Skills
SEM, Digital Marketing, PPC, Marketing Strategy, Sales, Social Networking, Public Relations, Facebook, Script Coverage, Customer Service, Film, Economics, Film Production, Creative Direction, Political Science, Blogging, PowerPoint, Social Media, Foreign Languages, Media Production..., Budgets, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Party Planning
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (BA), Political Science
Northwestern Mutual June 2014 - Present
Guild Mortgage Company June 2012 - June 2014
The UPS Store September 2010 - July 2012
College Works Painting January 2008 - September 2008
Skills
Customer Service, Payroll, Sales, Microsoft Excel, Invoicing, QuickBooks, Budgets, Microsoft Word, Microsoft Office, Outlook, PowerPoint, P&L Analysis, Inventory Management, Time Management, Accounts Payable, Retail, Process Scheduler, Branch Management, Compensation Structures, Expense Reports
Education
UCSB 2006 — 2010
Business Economics, Accounting
Netherlands 2009 — 2009
College Park High 2002 — 2006
Central Coast Insurance Services June 2010 - Present
CSAA Insurance Group January 1999 - June 2010
Northwestern Mutual 1995 - 1999
County of Santa Barbara 1989 - 1994
Skills
Customer Service, Life Insurance, Sales, Insurance, Management, Health Insurance, Employee Benefits, Team Building, Property & Casualty..., Retirement Planning, Fixed Annuities, Disability Insurance, Marketing, Indexed Annuities, IRAs, Wealth Management, Income Protection, Long-term Care, Retirement, Training, Term Life Insurance
Education
University of California, Santa Barbara 1988 — 1991
Bachelor of Arts (B.A.)
Northwestern Mutual June 2015 - Present
Associated Students of UC Riverside October 2014 - June 2015
Allergan June 2014 - September 2014
Spectrum Pharmaceuticals June 2010 - August 2010
Skills
PowerPoint, Finance, Microsoft Word, Time Management, Economics, Marketing, Business, Microsoft Excel, Financial Planning, Public Speaking, Presentations, Wealth Management, Risk Management, Financial Analysis, Life Insurance, Health Insurance, International Finance, Wealth Preservation..., Financial Accounting, Group Work, Social Media, Market Research, Customer Service, Retirement Planning, Long Term Care Planning, Financial Services
Education
University of California, Riverside 2012 — 2016
Bachelor of Arts (B.A.), Economics Administrative Studies emphasis Finance, Minor Statistics
University High School 2008 — 2012
Elite Meetings International March 2013 - April 2014
Northwestern Mutual October 2011 - July 2012
UC Santa Barbara March 2009 - June 2012
Skills
Sales, Customer Service, Social Media, Social Media Marketing, Online Marketing, Microsoft Excel, Microsoft Office, Teamwork, Spanish, Public Relations, Research, Hospitality, Asset Management, Event Management, Advertising, Outlook, Market Research, Leadership, Fundraising, Email Marketing
Education
University of California, Santa Barbara 2007 — 2012
Bachelor's degree, International/Global Studies, Spanish Language
Procore Technologies November 2014 - Present
Procore Technologies January 2012 - November 2014
805PartyPix December 2014 - Present
RightScale September 2009 - December 2011
Brophy Bros Restaurant October 2008 - March 2009
Procore Technologies May 2008 - November 2008
Northwestern Mutual April 2008 - October 2008
Neuroscience Research Institute August 2006 - June 2008
Skills
#CustomerSuccess, Procore, Account Management, Salesforce.com, SaaS, Cold Calling, Sales Management, Cloud Computing, Consultative Selling, Networking, Enterprise Software, Entrepreneurship, Start-ups, Strategic Partnerships, Business Development, Strategy, Construction Management
Education
University of California, Santa Barbara 2007 — 2008
Technology and Management, Entrepreneurship
University of California, Santa Barbara 2004 — 2008
Biopsychology
Sapien Studios September 2012 - Present
Northwestern Mutual June 2011 - July 2012
University of California February 2008 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Acting, Singing, Modeling
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Helix Charter High School 2005 — 2007
UCSB Baseball September 2014 - Present
Kobe Bryant Basketball Academy July 2014 - Present
American Red Cross August 2009 - Present
Northwestern Mutual June 2014 - August 2014
Microsoft April 2014 - July 2014
Spotify January 2014 - June 2014
Amazon September 2013 - October 2013
Crazy Q Bargain June 2009 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, English, Facebook, Social Networking, Public Speaking, Marketing, Data Entry, Time Management, Customer Satisfaction, Outlook, Social Media, Customer Service
Education
University of California, Santa Barbara 2012 — 2016
Bachelor of Science (BS), Statistics
La Canada High School 2008 — 2012
Northwestern Mutual January 2000 - October 2011
JPL (NASA's Jet Propulsion Laboratory) 1976 - 1979
Skills
Investments, Retirement Planning, Research, Customer Service, Strategy, Management, Retirement, Mutual Funds, Financial Services, Securities, Analysis, Strategic Planning, Insurance, Project Planning
Education
University of California, Santa Barbara
Bachelor's degree, Environmental Studies and Anthropology
Bruin Actuarial Society May 2015 - Present
UCLA September 2014 - Present
SchoolCity Inc. June 2012 - August 2015
Northwestern Mutual March 2015 - June 2015
Sagacent Technologies July 2013 - October 2013
Skills
Microsoft Office, Public Speaking, Microsoft Word, Customer Service, Social Media, Event Planning, Microsoft Excel, PowerPoint, C++, Leadership, Data Analysis
Education
University of California, Los Angeles 2014 — 2018
Bachelor's Degree, Financial Actuarial Mathematics, 3.9
Santa Clara High School 2010 — 2014
Northwestern Mutual June 2015 - Present
Northwestern Mutual April 2015 - Present
UCLA-Covel Dining September 2011 - August 2015
Northwestern Mutual January 2015 - March 2015
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Leadership, Teamwork, Public Speaking, Research, Outlook
Education
UCLA 2011 — 2015
Bachelor's degree, Economics
University of California, Los Angeles 2011 — 2015
Economics
ZenithOptimedia Group I The ROI Agency August 2014 - Present
ZenithOptimedia Group I The ROI Agency May 2014 - Present
ZenithOptimedia Group I The ROI Agency January 2014 - May 2014
D-Link August 2012 - January 2014
Northwestern Mutual March 2012 - June 2012
PEAK SPORTS USA June 2010 - September 2010
ECS ELITEGROUP (USA) June 2009 - September 2009
Skills
Media Buying, Media Planning, Advertising, Social Media, Microsoft Office, Blogging, Social Networking, Facebook, PowerPoint, Customer Service, Marketing Research, SEO, Photoshop, Sales, Microsoft Word, Research, Microsoft Excel, WordPress, Data Entry, OS X, Online Marketing, Facebook Marketing, Twitter, Events, Foreign Languages, Photography, Portrait Photography, Pinterest, Administrative...
Education
University of California, Riverside 2008 — 2013
Bachelor's degree, Communication and Media Studies
Stevenson School 2004 — 2008
University of California Student Association July 2014 - Present
Associated Students of UC Santa Barbara June 2014 - Present
Northwestern Mutual June 2015 - September 2015
UCSB - Housing and Residential Services September 2014 - June 2015
UCSB - Housing and Residential Services August 2013 - June 2014
Skills
Event Planning, PowerPoint, Python, R, Time Management, Financial Analysis, Business Planning, Non-profit..., Microsoft Office, Customer Service, Microsoft Excel, Teamwork
Education
UCSB 2012 — 2016
Bachelor's Degree, Financial Mathematics and Statistics
Shinnecock Partners June 2014 - Present
LA Hacks June 2014 - Present
Aramco Services Company 2015 - 2015
Aramco Services Company 2015 - 2015
Aramco Services Company 2015 - 2015
LA Hacks October 2013 - April 2014
Northwestern Mutual April 2013 - September 2013
Skills
Mathematical Analysis, Financial Analysis, Financial Accounting, Financial Mathematics, Bond Pricing, Applied Mathematics, Linear Algebra, Microsoft Excel, Public Speaking, Java, CSS Javascript, HTML, Microsoft Office
Education
UCLA 2012 — 2016
Bachelor's degree, Applied Mathematics, Economics, Junior
CMO Council July 2015 - Present
CMO Council September 2014 - Present
CMO Council May 2012 - Present
Northwestern Mutual February 2012 - May 2012
National Volunteer Center, English Opens Doors July 2011 - December 2011
Diamond Systems Corporate July 2009 - April 2011
Pacific Sunwear November 2003 - March 2008
Valin Corporation 2008 - 2008
Skills
Highly proficient with..., Proficient with ACT,..., Salesforce.com, Adobe Acrobat, American Sign Language, Spanish-speaking, Lead Generation, Business Development, Social Media, Management, Marketing, Sales, Customer Service
Education
UC San Diego 2005 — 2007
Bachelor of Arts (BA), Sociology
Union Bank May 2015 - Present
Bank of the West August 2013 - May 2015
Bank of the West October 2012 - August 2013
Northwestern Mutual May 2012 - November 2012
Golden State Tour October 2009 - September 2011
Oak Quarry Golf Club July 2007 - October 2009
University of California, Riverside August 2004 - June 2008
Skills
Leadership, Insurance, Analysis, Websites, Private Banking, Customer Service, Training, Time Management, Sales, Banking, Finance, Credit, Risk Management, Strategy, Portfolio Management
Education
University of California, Riverside 2003 — 2008
Bachelor of Arts (BA), English
Dexcom July 2015 - Present
The San Diego Foundation October 2014 - January 2015
My Social Marketing Network - Digital Media Consulting April 2014 - August 2014
Warren College Student Affairs February 2013 - October 2013
Northwestern Mutual January 2013 - May 2013
Warren College Student Affairs March 2012 - September 2012
Skills
Customer Service, Social Media, Event Planning, Time Management, Marketing, Student Affairs, Community Outreach, Leadership Development, Leadership, Interviews, Public Relations, Recruiting, Training, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Social Networking, Social Media Marketing, Business Intelligence
Education
University of California, San Diego 2011 — 2015
Bachelor of Science (BS), Management Science
Carlsbad High School 2007 — 2011
Northwestern Mutual September 2013 - Present
Education
University of California, Riverside 2009 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of California, Riverside
Finance, General
Oracle June 2013 - Present
Wells Fargo October 2012 - May 2013
Northwestern Mutual December 2011 - August 2012
Latino Business Association April 2011 - June 2012
Skills
Sales, Customer Service, Strategy, Customer Relations, Spanish, Leadership, Teamwork, Social Media, Salesforce.com, Microsoft Office, Financial Services, Social Networking, Finance, B2B, Insurance, Management, Team Leadership, Hardware Architecture, Account Management, Enterprise Architecture
Education
University of California, Santa Barbara 2009 — 2013
BA, Global and International Studies
Locanda February 2015 - Present
Arch Rock FIsh September 2010 - February 2013
Northwestern Mutual December 2008 - December 2009
Skills
Management, Operations Management, Restaurant Management, Marketing, Sales, Scheduling Management, Staff Development, Budgets, Event Planning, Microsoft Excel, Job Scheduling, Open Table, Micros, Accounting, Motivation, Time Management, Restaurants, Marketing Strategy, Hospitality
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business/Managerial Economics and Psychology, 3.5 GPA
Northwestern Mutual June 2015 - Present
Future Business Leaders of America-Phi Beta Lambda (FBLA-PBL) April 2015 - Present
Skills
Marketing, Product Marketing, Project Management, Project Leadership, Leadership, Student Leadership
Education
University of California, San Diego 2014 — 2016
Bachelor's Degree, Management Science
ASUCLA Catering October 2013 - Present
Northwestern Mutual June 2014 - October 2014
UCLA Hedrick Hall October 2012 - October 2013
The Springs Resort & Spa June 2012 - September 2012
Skills
Customer Service, Time Management, Microsoft Excel, Leadership, PowerPoint, Teamwork, Sales, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Research, Team Leadership, English, Tax Efficiency, Financial Analysis, Retirement Planning, Building Relationships, Financial Risk..., Wealth Accumulation, Access
Education
University of California, Los Angeles 2012 — 2016
Bachelor's degree, Economics
Pioneer Valley High School 2008 — 2012
Diploma
Northwestern Mutual
Skills
Long Term Care Insurance, Disability Insurance, Life Insurance, Retirement Planning, Education Funding, Wealth Accumulation, Retirement, Key Person Insurance, Estate Planning, Strategic Financial..., Investments, Variable Annuities, Long-term Care, IRAs
Education
University of California, San Diego 2010 — 2014
JPMorgan Chase & Co. June 2015 - Present
Noble Financial March 2014 - August 2014
Northwestern Mutual June 2013 - November 2013
Agconsulting LLC. May 2011 - August 2011
Skills
Time Management, Teamwork, Retirement Planning, Databases, Financial Analysis, Strategic Financial..., Finance, Economics, Portfolio Management
Education
UCLA 2011 — 2015
Bachelor's degree, Economics
Uline December 2013 - Present
Combined Insurance November 2012 - November 2013
Combined Insurance June 2009 - February 2012
Northwestern Mutual 2001 - 2009
Skills
Recruiting, Sales, Sales Operations, Management, Insurance, Disability Insurance, Cold Calling, Account Management, Direct Sales, Long-term Care, Employee Benefits, Health Insurance, Fixed Annuities
Education
UCLA 2000 — 2005
BS, Mathematics and Economics
Northwestern Mutual August 2014 - Present
Alondra Pharmacy January 2010 - April 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Social Media, Customer Service, Photoshop, Leadership, Social Networking, Teamwork
Education
University of California, San Diego 2008 — 2013
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Chegg Inc. September 2014 - Present
Autofusion April 2012 - September 2014
ShortForm January 2012 - April 2012
Northwestern Mutual October 2011 - April 2012
Vaughn Woods Financial Group August 2011 - October 2011
International Financial and Insurance Services August 2010 - December 2010
Skills
SEO, Google Analytics, Market Research, Social Media Marketing, Quality Management, SEM, Online Marketing, Excel, Advertising, DoubleClick for..., Salesforce, SQL, Tableau, Adsense, Google Adwords, Ad Exchanges, Inventory Management
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts, Economics, Psychology Minor
University of California, San Diego - The Rady School of Management 2010 — 2012
Minor, Business - Specialization in Marketing
University City High School 2003 — 2004
High School Degree
Northwestern Mutual Financial Network / The Beer Financial Group May 2009 - Present
Northwestern Mutual 2009 - Present
National Association of Home Builders 2001 - 2010
Building Basics November 2008 - June 2009
CA Building Industry Assn 2002 - June 2009
KTGY Group, Inc. July 2008 - November 2008
Garrett Interiors, Inc. January 2001 - November 2008
Consolidated Graphics May 2002 - June 2006
T/O Printing February 1989 - June 2006
Eclipse Marketing, Inc. January 1987 - January 1989
Education
University of California, San Diego 1980 — 1983
Physics, Engineering
EmailDirect.com October 2014 - Present
Chargify.com January 2013 - October 2014
Northwestern Mutual January 2012 - October 2012
Waddell & Reed June 2011 - August 2011
Mission Support Services, Inc. August 2010 - June 2011
UC Santa Cruz Mail Services October 2008 - June 2011
Skills
Analysis, Leadership, Social Media Marketing, Non-profits, Fundraising, Accounting, Social Media, Time Management, Marketing Strategy, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Event Planning, Nonprofits, Microsoft Word, Facebook, Data Analysis, Marketing
Education
UC Santa Cruz 2007 — 2011
Bachelor of Arts (BA), Business Management and Economics
Central Catholic High School 2003 — 2007
Northwestern Mutual December 2011 - January 2013
Skills
Disability Insurance, Retirement Planning, Long-term Care, Employee Benefits
Education
UCLA
Bachelor of Arts, Sociology
EPAM Systems March 2014 - Present
Netsoft USA June 2011 - March 2014
AllianceBernstein September 2007 - June 2011
Northwestern Mutual May 2006 - April 2007
Skills
Requirements Analysis, Product Requirements..., Consultative Selling, Business Analysis, Project Management, Visio, Strategy, SDLC, Process Improvement, Financial Services, Competitive Analysis, Analysis, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Strategy, International Business, Finance
University of California, Santa Barbara 2002 — 2006
BA, Global Studies, English, minor in History
ADP September 2014 - Present
Microsoft February 2013 - September 2014
Social Intelligence Corp April 2012 - September 2012
RightScale May 2011 - March 2012
Northwestern Mutual December 2010 - May 2011
Logic20/20, Inc. July 2010 - September 2010
Logic20/20, Inc. July 2008 - September 2008
Skills
Start-ups, Salesforce.com, Cold Calling, Market Research, Cloud Computing, Sales Operations, SaaS, Lead Management, CRM, Management, Marketing, QuickBooks, MOF, Sales, Logistics Management, Entrepreneurship, Project Management, Jigsaw, Sales Process, Budgets, Training, Business Strategy, Team Building, Networking, Human Resources, Time Management, ITIL v4
Education
University of California, Santa Barbara
BA, Economics & Accounting
University of California, Santa Barbara
Technology Entrepreneurship, Technology Management Program
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - Present
Fidelity Investments March 2013 - June 2014
Northwestern Mutual March 2012 - September 2012
Asociación civil Mensajeros de la Paz July 2011 - September 2011
Chile Derechos May 2011 - July 2011
Fundación F. Solidaria Manta May 2010 - September 2010
Mexican Consulate June 2009 - August 2009
Education
University of California, Santa Barbara
B.A, Bachelor's degree, Business/Economics
CFA Institute
Passed Level I of the CFA Program
Yelp 2014 - Present
Strategic Management Consultants, Inc May 2014 - July 2014
Dublin Unified School District October 2013 - January 2014
Northwestern Mutual June 2012 - January 2013
Skills
Writing, Public Speaking, Problem Solving, Teamwork, Event Planning, Teaching, Critical Thinking, Financial Analysis, Excel, Microsoft Office, Microsoft Excel, SPSS, Leadership, Data Analysis, Financial Planning
Education
University of California, Riverside 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Toucan July 2014 - Present
TutorHigh August 2013 - December 2014
Northwestern Mutual June 2013 - September 2013
Skills
Finance, Real Estate, Retirement Planning, Strategic Financial..., Retirement, Fixed Annuities, Disability Insurance, Life Insurance, Wealth Accumulation, Wealth Management, Entrepreneurship, New Business Development, Microsoft Office, Networking, Insurance, Financial Planning
Education
University of California, Riverside 2011 — 2015
Bachelor's Degree, Political Science and Government
Palos Verdes High School 2007 — 2011
Northwestern Mutual February 2013 - Present
Encore Productions September 2011 - January 2013
Encore Productions October 2005 - September 2011
Plaza Hotel & Casino 1996 - 2006
Barrick Gaming March 2004 - October 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Operating Budgets, Management, Consolidated Reporting
Education
UCLA
University of Phoenix-Las Vegas Campus
Bachelor of Science (BS), Accounting and Finance
Dicker Fitzpatrick Financial & Insurance Services November 2012 - Present
Northwestern Mutual January 2012 - November 2012
Real Medicine Foundation October 2009 - April 2011
Morgan Stanley Smith Barney September 2007 - July 2010
WowTools, Inc March 2007 - October 2007
ERA August 2005 - March 2007
Skills
Investments, Strategic Financial..., Asset Allocation, Estate Planning, Benefits Design
Education
University of California, Santa Barbara 2002 — 2004
MA, French Literature
University of California, Santa Barbara
BA, French
Northwestern Mutual October 1979 - Present
Education
University of California, Santa Barbara 1962 — 1966
BA, Sociology
Northwestern Mutual October 1979 - Present
Northwestern Mutual 1979 - 2011
HEAL project 2006 - 2009
HEAL project 2006 - 2009
Blood Bank of the Redwoods 2004 - 2009
Board of YMCA 1986 - 2009
Sonoma County Family YMCA 1985 - 2009
Rotary Club of Sebastopol 1981 - 2009
Rotary Club of Sebastopol 1981 - 2009
Sonoma County Family YMCA 2004 - 2008
Skills
Retirement Planning, Long Term Care, Retirement, Estate Planning, Disability Insurance, Annuities, Needs Analysis, Insurance Planning, Wealth Accumulation, Fixed Annuities, Long-term Care
Education
University of California, Santa Barbara 1962 — 1966
BA, Sociology
American College, Bryn Mawr, Pennsylvania 1986 — 2000
CLU designation, Life Insurance and Financial Security
Laney College 2008 — 2008
photography
LinkedIn January 2015 - Present
LinkedIn August 2014 - December 2014
LinkedIn September 2013 - September 2014
Bainbridge Capital November 2012 - April 2013
Northwestern Mutual May 2012 - September 2012
Latham & Watkins June 2011 - September 2011
Komives Laboratory, University of California, San Diego March 2010 - June 2011
City of Laguna Beach - Transit Department June 2009 - August 2009
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (BS), Management Science, Major GPA: 3.84/4.0
Laguna Beach High School 2005 — 2009
4.64/5.0
UC Irvine Summer Program
Northwestern Mutual 2010 - Present
Education
University of California, Los Angeles 2006 — 2010
Bachelors, Economics, Accounting
San Pasqual
TutorMing Chinese Learning March 2015 - Present
Art.com September 2014 - February 2015
eBay Inc May 2013 - July 2014
iProspect August 2011 - May 2013
Samsung SDS June 2010 - January 2011
Northwestern Mutual May 2009 - July 2010
The Princeton Review 2008 - 2009
Skills
Competitive Analysis, Financial Forecasting, Social Media Marketing, PowerPoint, Data Analysis, Marketing Strategy, Microsoft Excel, PPC, Google Analytics, Analytics, Digital Marketing, Google Adwords, SEO, Web Analytics, SEM, Paid Search Strategy, Customer Service
Education
University of California, San Diego 2006 — 2010
BS and BA, Management Science and Political Science
Gigya February 2013 - March 2014
Deloitte September 2012 - December 2012
Northwestern Mutual June 2011 - September 2011
UCSC College EIght September 2009 - June 2011
Skills
Financial Analysis, Lead Generation, Social Media, Social Media Marketing, Salesforce.com, Microsoft Office, Marketing, Facebook, Market Research, Leadership, Data Analysis, Business Development, Microsoft Excel, Management, Customer Service, Social Networking, Analytics, Team Leadership, Financial Accounting, PowerPoint, Hugs, High Fives, Friendraising, High Rise, High Falls, High Pressure Situations, Highly personable, High Voltage, SaaS, Deep Brain Stimulation, Sandwiches, Pillows, Sound, Earthing, Romanian, Hiking, Dynamic Speaker, Italian, Persona, Team Building, Chilled, Backpacking, Open Space, Spacecraft, Tree Identification, Trees, Earth Science, Green Building, Tree Planting
Education
University of California, Santa Cruz 2008 — 2012
BS, Business Management Economics
Arey Jones Educational Solutions January 2014 - Present
Arey Jones Educational Solutions October 2012 - December 2013
Northwestern Mutual December 2011 - August 2012
Skills
MS Word, PowerPoint, Excel, Customer Service, Managerial Experience, Microsoft Excel, Sales, Accounting, Invoicing, Microsoft Word
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Economics and Accounting
Northwestern Mutual May 2014 - Present
Trina Eggers, Accounting services Senior Financial AccountantStearns LendingAugust 2012 - May 2014
Wright Ford Young & Co. 2000 - December 2005
Option One Mortgage 1998 - 2000
Skills
Banking, Financial Analysis, Cash Flow, Auditing, Accounting, General Ledger, Tax, Microsoft Office, Team Building, Financial Reporting, Financial Accounting, Account Reconciliation, Tax Accounting, CPA, Credit, Strategic Financial...
Education
UCSB 1989 — 1993
Bachelor of Arts (B.A.), Economics
Guggenheim Investments March 2014 - Present
Guggenheim Investments August 2012 - March 2014
Northwestern Mutual September 2010 - July 2012
Northwestern Mutual September 2010 - July 2012
Georgetown University Law Center July 2009 - September 2009
College Works Painting January 2008 - September 2008
Young DC September 2004 - May 2005
Skills
Finance, Mutual Funds, Investments, PowerPoint, Microsoft Excel, Customer Service, Financial Services, Time Management, Microsoft Office, Microsoft Word, Securities, Recruiting, Accounting, Public Speaking, Leadership, Marketing, Office Administration, Financial Analysis, Insurance, VBA, Bloomberg Terminal
Education
University of California, Santa Barbara 2006 — 2010
BA, Business/Economics
Northwestern Mutual January 2007 - Present
Northwestern Mutual December 2008 - August 2009
Northwestern Mutual Financial Network January 2007 - August 2008
Cbeyond August 2006 - January 2007
Skills
Disability Insurance, Insurance, Leadership, Marketing, Public Speaking, Recruiting, Retirement Planning, Sales, Strategic Planning
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, History
St. Francis High School 1998 — 2002
Taylor Farms February 2012 - Present
Northwestern Mutual September 2011 - February 2012
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts
Aerotek July 2013 - Present
Target June 2012 - July 2012
Northwestern Mutual March 2011 - March 2012
Skills
College Recruiting, Training & Development, Team Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Highly detail oriented, Multitasking Skills, Analytical Skills, Leadership, Communication, Interpersonal Skill, Marketing, Full-life Cycle..., Recruiting, Applicant Tracking..., Technical Recruiting, Screening Resumes, Sourcing, Talent Acquisition, Management, Onboarding, Employee Training
Education
University of California, San Diego 2010 — 2013
B.S. Management Science, Economics, GPA: 3.82
Molina Healthcare May 2013 - Present
ING Financial Partners October 2010 - Present
Northwestern Mutual December 2009 - June 2010
Los Angeles Clippers October 2009 - April 2010
DAILY BRUIN ADVERTISING October 2008 - January 2009
Access Capital June 2007 - September 2007
Jet Propulsion Laboratory June 2006 - August 2006
Skills
Retirement, Life Insurance, Strategic Financial..., Pensions, Marketing Strategy, Financial Analysis, Social Media, Financial Services, Public Speaking, Data Analysis, Customer Service, PowerPoint, Marketing, Microsoft Excel, Microsoft Office
Education
University of California, Los Angeles 2006 — 2010
B.S., Mathematics, Economics
CBS Interactive April 2014 - Present
Self Employed September 2008 - Present
CBS Interactive April 2012 - April 2014
CBS Interactive April 2011 - April 2012
CBS Interactive February 2010 - April 2011
Northwestern Mutual June 2008 - November 2009
Skills
Data Mining, SQL, Excel, Microstrategy, Data Analysis, Netezza, Teradata, Microsoft Excel, Business Intelligence, Social Analytics, Data Warehousing, Social Media, Analytics, Omniture, Big Data, Market Research, Data Modeling, Digital Media, Online Advertising, Web Analytics
Education
University of California, Santa Barbara 2005 — 2009
BS, Financial Mathematics and Statistics
Menlo Atherton High School 2001 — 2005
SunEdison April 2014 - Present
SunEdison 2013 - April 2014
EchoFirst™ Inc. (formerly PVT Solar) October 2012 - August 2013
EchoFirst® Inc. (now a SunEdison company) August 2013 - 2013
Sunset Canyon Recreation Center February 2009 - February 2012
Northwestern Mutual August 2010 - March 2011
NCW Group Wealth Management June 2009 - September 2009
Skills
Microsoft Office, Stata, R, Economics, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Econometrics, Economic Research, Public Speaking, Marketing
Education
University of California, Los Angeles 2008 — 2012
BA, Economics
Los Angeles County Office of the Assessor October 2012 - Present
Northwestern Mutual February 2011 - October 2011
Law Offices of Lynn Chao May 2009 - August 2009
Pep Boys July 2007 - November 2007
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Sales, Data Analysis, Investments, Insurance, Financial Modeling, Marketing, Forecasting, Access, Microsoft Word, Customer Service, Market Research, Strategic Financial..., Outlook, Finance, Competitive Analysis
Education
University of Southern California - Marshall School of Business 2008 — 2010
Business Administration, Corporate Finance
UC Riverside 2006 — 2008
Transferred, Business Administration
Walnut High 2002 — 2006
Diploma
The Shubert Organization June 2015 - Present
Musicares Foundation & GRAMMY Foundation October 2013 - June 2015
IBISWorld June 2012 - October 2013
Silvergreens Restaurant November 2011 - June 2012
Northwestern Mutual June 2011 - November 2011
UCSB Conference Services June 2011 - September 2011
UCSB Conference Services June 2010 - August 2010
UCSB - Housing and Residential Services October 2008 - June 2009
KHS Ice Arena July 2007 - March 2008
Skills
Microsoft Office, Quickbooks, PowerPoint, Excel, Customer Service, Word, Data Entry, English, Mac, Teamwork, Accounting, MYOB, Outlook, Microsoft Excel, Microsoft Word, QuickBooks, Finance, Social Networking, Advertising, Facebook, Social Media
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts; Bachelors of Arts, Business Economics; an emphasis in accounting;
Softonic August 2013 - Present
Softonic April 2013 - August 2013
iCharts October 2009 - March 2013
Agency Santa Cruz May 2009 - March 2010
eBay June 2008 - August 2008
Northwestern Mutual June 2007 - May 2008
AtreNet November 2007 - December 2007
Skills
CRM, Analytics, Business Development, Start-ups, Online Advertising, Sales, Account Management, Sales Management
Education
University of California, Santa Cruz 2005 — 2009
BA, Business Management Economics
Los Altos High School
Viloria Inc. February 2013 - Present
Mattson Resources August 2010 - February 2013
Kennedy Real Property January 2009 - August 2010
RJT Compuquest 2008 - 2009
Brookfield Homes 2006 - 2008
Northwestern Mutual 1999 - 2003
Education
University of California, San Diego 1995 — 1999
BA, Human Development
Newport Harbor High School
Shotgunn Productions February 2012 - Present
High Note Bistro Restaurant December 2010 - May 2011
Northwestern Mutual April 2008 - September 2008
La Fondue, High End Restaurant June 2006 - April 2008
Skills
Event Management, Social Media, Music, Customer Service, Team Leadership, Leadership, Microsoft Office, Social Media Marketing, Radio, Entertainment, Administration, Customer Relations, Employee Relations, Problem Solving, Management, Strategic Planning, Social Networking, Marketing, Marketing Strategy, Recording, Research, Digital Media
Education
University of California, Santa Barbara 2009 — 2011
BA, Global Studies
Spanish School 2008 — 2010
Bi-Lingual, English/Spanish Intermediate fluency
Etsy September 2015 - Present
Thunderhead.com March 2013 - August 2015
Piedmont Hills High School August 2011 - November 2012
Northwestern Mutual September 2011 - May 2012
ATS Advanced Trustee Strategies February 2011 - September 2011
Nikkei Student Union August 2009 - June 2010
Insane Ink August 2005 - June 2006
Skills
Microsoft Excel, Financial Analysis, Social Networking, Event Planning, Insurance, Financial Services, Accounting, MOUS Certified in..., NetSuite, Marketing, Salesforce.com, Social Media Marketing, Retirement, Strategic Financial..., Retirement Planning, Accounts Payable, Accounts Receivable, Bank Reconciliation, Management Accounts, Training, Sales, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Finance, Analysis
Education
University of California, San Diego 2006 — 2010
Bachelor's Degree, Management Science, Economics, Chinese Studies
Piedmont Hills High School 2002 — 2006
High School
LinkedIn September 2015 - Present
Sole Train Foundation June 2008 - Present
Alpha Phi International Fraternity November 2011 - June 2015
Entertainment Industry Foundation August 2014 - January 2015
Northwestern Mutual June 2014 - September 2014
Roll Global March 2014 - June 2014
UCLA Greek Week Executive Council September 2013 - June 2014
National Panhellenic Council December 2012 - March 2014
Cedars-Sinai June 2011 - March 2014
MDR Insurance and Financial Planning February 2011 - February 2014
Skills
Social Media, Event Management, Public Speaking, Research, Marketing, PowerPoint, Public Relations, Community Outreach, Community Service, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Team Leadership, Brand Development, Event Planning, Social Networking, Facebook, Fundraising, Nonprofits, Social Media Marketing, Leadership, Management, Communication, Time Management, Marketing Communications
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Psychobiology
Thousand Oaks High School 2007 — 2011
Google January 2015 - Present
FindTheBest April 2014 - December 2014
FindTheBest March 2013 - April 2014
FindTheBest January 2012 - March 2013
Accounting Department at University of California, Santa Barbara September 2011 - June 2012
Delta Gamma January 2011 - January 2012
Deloitte June 2011 - August 2011
Northwestern Mutual September 2010 - May 2011
Delta Gamma January 2010 - December 2010
Skills
Business Economics, Team Leadership, Certified in Sales of..., Research, Accounting, Budgeting, Planning, Budgets, Project Planning
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Business Economics with an Emphasis in Accounting
Butters Enterprises, LLC July 2015 - Present
Berkshire Hathaway Homestate Companies April 2014 - June 2015
DB Bookkeeping & Consulting November 2013 - March 2014
Northwestern Mutual January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Teamwork, QuickBooks, Bookkeeping, Workers Compensation, Property & Casualty..., Underwriting, Strategic Negotiations, Quantitative Risk...
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), Business Management Economics
Loyola High School
Qualcomm April 2013 - Present
PETCO Animal Supplies, Inc. September 2012 - April 2013
Mitchell International April 2012 - September 2012
Northwestern Mutual October 2011 - May 2012
Greenlight Immigration June 2011 - December 2011
University of California, San Diego - University Center Maintenance Department May 2009 - June 2010
Skills
Agile Methodologies, Scrum, Project Management, Business Analysis, Microsoft Office, Strategic Planning, Management, Requirements Gathering, SDLC, UML Tools, Intercultural..., ITIL Service Strategy
Education
University of California, San Diego Extension
Professional Certificate, Project Management
University of California, San Diego
Bachelor of Arts (B.A.), International Studies - Economics. Minor Communication
UCSD Rady School of Management
Hanoi University - Vietnam 2010 — 2010
Study Abroad - International Business, Development, Vietnamese Society
Northwestern Mutual May 2015 - Present
Strategic Executives Agency 2012 - May 2015
Red Bull 2008 - 2011
Skills
Microsoft Office, Strategic Planning, Recruiting, Business Development, Client Service Oriented, Strategic Consulting, Budgets, Social Media, Analysis, Team Building, Leadership, Social Networking, New Business Development, Research, Marketing Strategy, Strategy, Public Speaking, Marketing, Customer Service, Management, Project Management, Negotiation, Sales, Contract Negotiation, Business Strategy, Start-ups, Client Services, Market Research
Education
University of California, Riverside 2004 — 2008
Business Administration, Psychology
Northwestern Mutual December 2011 - Present
Education
University of California, Riverside
Bachelor of Arts (B.A.)
Series 65 - Registered Investment Advisor
Series 6 - Securities License
CA Life & Health
Series 63 - Securities License
Century City Physical Therapy and Advanced Therapy Institute November 2013 - Present
Golf July 2012 - November 2013
UBS Wealth Management January 2013 - July 2013
Northwestern Mutual September 2011 - June 2012
Associated Students of UC San Diego April 2011 - June 2012
Hollister Co. January 2011 - September 2011
Skills
Fluent English, Fluent Korean, Microsoft Office, Leadership, English, Public Speaking, PowerPoint, Politics, Teaching, Event Planning, Social Networking
Education
University of California, San Diego 2008 — 2012
Bachelor's, Political Science, 3.4
University of California, San Diego 2008 — 2012
Bachelor's, Political Science
Beverly Hills High School 2004 — 2008
High School Degree
Invoca August 2015 - Present
Argon Technologies (FollowUp.cc) April 2015 - July 2015
Dorais, McFarland, Grattan & Polinsky Law Corporation May 2014 - November 2014
Aqua Surf June 2013 - August 2013
Rip Curl June 2013 - August 2013
Caje Coffee June 2012 - June 2013
Northwestern Mutual June 2012 - August 2012
Skills
PowerPoint, Marketing, Sales, Social Media, Event Planning, Social Media Marketing, Facebook, Social Networking, Marketing Communications, Marketing Strategy, Microsoft Office, Public Speaking, Public Relations, Event Management, Advertising, Microsoft Excel
Education
University of California, Santa Barbara 2011 — 2015
Global Studies, International Relations and Affairs
Glendora High School 2006 — 2011
High School Diploma
Northwestern Mutual May 2015 - August 2015
College Works September 2014 - March 2015
College Works April 2014 - September 2014
Focus on Community October 2010 - August 2013
Elizabeth Residence - Assisted Living December 2011 - June 2013
Skills
Project Management, Marketing, Communication, Sales, Management, Time Management, Leadership, Customer Service, Microsoft Word, Microsoft Excel, Customer Satisfaction, PowerPoint, Microsoft Office, Team Building, Team Leadership, Teamwork, Public Speaking, Cold Calling, Sales Management, Social Networking, People Skills, Recruiting, Hiring, Training, Interviews
Education
University of California, San Diego 2013 — 2017
International Studies - Economics, Business
VU University Amsterdam
Redfin March 2012 - Present
The Robin Milonakis Group, Windermere Realty January 2012 - April 2012
Cbeyond March 2010 - November 2011
Enterprise Rent-A-Car September 2009 - March 2010
Northwestern Mutual January 2009 - June 2009
Education
University of California, Santa Barbara 2004 — 2009
B.A., Economics-Mathematics
Enterprise Holdings August 2015 - Present
Coach June 2015 - August 2015
University Village Towers June 2014 - June 2015
UC Riverside Athletics September 2013 - June 2015
ESPN November 2014 - May 2015
UC RIVERSIDE HOUSING, DINING AND RESIDENTIAL SERVICES September 2013 - June 2014
Northwestern Mutual June 2013 - September 2013
University of California, Riverside September 2012 - April 2013
Skills
Program Management, Event Management, Research, Microsoft Office, C++, Microsoft Excel, Matlab, Microsoft Word, PowerPoint, Teamwork, Customer Service, Data Analysis, Community Outreach, Public Speaking, Access, Time Management, Leadership, Event Planning, Social Networking, Fundraising, Data Entry, Outlook, Facebook, Social Media
Education
University of California, Riverside 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Oakwood Capital Management March 2014 - Present
Northwestern Mutual January 2014 - March 2014
Marshall & Stevens, Inc. December 2012 - December 2013
Skills
Mathematical Statistics, Visual Basic, Statistical Modeling, Data Analysis, R, Microsoft Excel, Bloomberg Terminal
Education
University of California, Los Angeles 2012 — 2014
Bachelor's degree, Business/Managerial Economics
PROVEN, Inc. February 2014 - October 2014
Northwestern Mutual August 2013 - February 2014
National Labor Relations Board August 2012 - August 2013
National Labor Relations Board May 2011 - August 2011
Viacom August 2010 - December 2010
National Labor Relations Board May 2010 - August 2010
US Navy April 2000 - January 2006
Education
University of California, Los Angeles - School of Law 2009 — 2012
Doctor of Law (JD), Law
University of Nevada-Las Vegas 2006 — 2008
Bachelor of Science (BS), Marketing, Cum Laude
Paul J. Glass Insurance Services, Inc. January 1985 - Present
Northwestern Mutual August 1971 - Present
Glass, Katz & Greenspan, Inc. March 1981 - March 1996
Marshall & Ilsley Bank, Milwaukee WI September 1968 - August 1971
Skills
Insurance, Estate Planning, Retirement Planning, Disability Insurance, Employee Benefits, Health Insurance, Long-term Care, Retirement, Fixed Annuities, Sales, Financial Analysis, Risk Management
Education
University of California, Los Angeles - School of Law 1965 — 1968
JD, Law
University of Wisconsin-Madison 1961 — 1965
BS, Political Science, Economics
One Wealth Management Financial & Insurance Services June 2012 - Present
Northwestern Mutual August 2011 - June 2012
HCS360 May 2009 - July 2011
The Mergis Group May 2008 - April 2009
Snelling 2006 - 2008
Skills
Strategy, Insurance, Strategic Financial..., Financial Services, Retirement Planning, Recruiting, Fixed Annuities, Finance, Management, Leadership, Disability Insurance, Financial Markets, Asset Protection, Portfolio Management, Retirement Benefits, Equities, Retirement, Employee Benefits, Financial Analysis, Investments, Wealth Management, Annuity, Investment Advisory..., Financial Planning
Education
University of California, San Diego 1993 — 1997
B.A., Economic
Nexant July 2015 - Present
UC Santa Barbara February 2014 - June 2015
Northwestern Mutual March 2014 - November 2014
UC Santa Barbara Family Vacation Center May 2013 - August 2013
Education
University of California, Santa Barbara 2011 — 2015
Bachelor’s Degree, Economics/Mathematics, Minor in Statistical Sciences
Subway September 2015 - Present
Chick-fil-A Restaurants June 2015 - September 2015
Northwestern Mutual June 2015 - August 2015
University of California, Riverside January 2015 - August 2015
Ambrella Inc. June 2015 - July 2015
Target May 2013 - October 2013
Orange County Registrar of Voters 2012 - 2012
Skills
Customer Service, Social Media, Leadership, Microsoft Office, Finance, Hindi, Social Networking, Public Speaking, Spanish, Student Government, Event Planning, Microsoft Word, American Politics, Marketing Strategy, World History, Data Entry, Sales, American History, Community Outreach, Research, Marketing, Financial Planning, Project Management, Economics, Social Media Marketing, Entrepreneurship
Education
University of California, Riverside 2013 — 2016
Bachelor of Science (B.S.), Business Administration, Information Systems
Northwood High School 2009 — 2013
Diploma
Fisher Investments September 2014 - Present
Fisher Investments April 2013 - September 2014
CALIFORNIA ASSOCIATION OF REALTORS® October 2012 - April 2013
Northwestern Mutual June 2012 - August 2012
UCLA March 2011 - June 2011
Skills
Research, Microsoft Excel, Time Management, Morningstar, Interpersonal..., Stata, Statistical Data..., PowerPoint, Analysis, Microsoft Word, Public Speaking, Goal Oriented, Highly detail oriented, Analytic Problem Solving, Data Analysis, Economics, Microsoft Office
Education
UCLA 2009 — 2013
Bachelor’s Degree, Economics and Political Science Minor
Watsonville High School 2005 — 2009
High School Diploma, General, 4.0
Dialog Semiconductor April 2015 - Present
Kaiser Permanente June 2013 - April 2015
Chase July 2012 - June 2013
Wells Fargo December 2010 - June 2012
Northwestern Mutual June 2010 - October 2010
Cruzio Internet January 2010 - April 2010
Skills
Banking, Sales, Customer Service, Social Networking, Marketing, Social Media, Microsoft Office, Microsoft Excel, Strategic Planning, New Business Development, Negotiation, Outlook, Strategy, Leadership
Education
University of California, Santa Cruz 2006 — 2010
Bachelor's degree, Business Management Economics; Accounting
Northwestern Mutual February 2015 - Present
Northwestern Mutual August 2014 - February 2015
Corperate Concierge Services September 2014 - November 2014
UCLA August 2011 - September 2014
Sharp and Associates September 2013 - December 2013
UCLA UniCamp June 2012 - August 2012
California Pizza Kitchen July 2011 - May 2012
Skills
Press Releases, Public Relations, PowerPoint, Customer Service, Microsoft Excel, Sales, Interviews, Photoshop, Teaching, French, Dance, Community Outreach
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Sociology
University of California, Los Angeles 2011 — 2015
B.A, Sociology
XYZprinting October 2014 - Present
Northwestern Mutual June 2014 - October 2014
Swarovski September 2013 - May 2014
Skills
Strategic Partnerships, Business Strategy, Sales Process, Sales Management, Retail Sales, Project Management, Strategic Planning, Economics, Event Management, Marketing Strategy, Product Marketing, Account Management, Market Research, Social Media Marketing, New Business Development, Small Business, Business Planning, Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, International Business
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.) Business Minor, International Economics
Walnut High School 2008 — 2011
High School
Northwestern Mutual March 1993 - Present
Skills
Investments, Finance, Estate Planning, Retirement, Life Insurance, Wealth Management, Financial Planning, Insurance, Financial Services, Strategic Planning
Education
University of California, Los Angeles 1988 — 1992
Political Science
Northwestern Mutual April 2014 - Present
Glen Oaks Escrow August 2008 - April 2014
Century 21 Crest September 2011 - January 2013
American Trust Deed S March 2010 - August 2010
Education
UCSC 2003 — 2007
BA, Political Science, pre-Law, Journalism
Saugus High School 1999 — 2003
Shade Structures October 2010 - Present
Killer Shade December 2008 - September 2010
Jetcrafters Worldwide July 2008 - November 2008
Northwestern Mutual July 2007 - June 2008
American Golf Corporation August 2003 - June 2007
Skills
Customer Service, Contract Negotiation, Sales Management, Account Management, Strategic Planning, CRM, Budgets, New Business Development, Sales, Team Building, Trade Shows, Marketing, Sales Operations, Key Account Management
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts (B.A.), Communication
The Walt Disney Company August 2014 - February 2015
The Walt Disney Company December 2012 - December 2013
Warner Bros. Entertainment Group of Companies November 2012 - January 2013
Northwestern Mutual August 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Financial Analysis, Data Analysis, Market Research, Financial Modeling, Social Networking, Economics, Finance, Leadership
Education
UCLA 2010 — 2015
Bachelor's Degree, Economics & Asian American Studies Minor
Yonsei University 2015 — 2015
Bachelor's Degree
Cerritos High School 2006 — 2010
The Greenlight Group LLC April 2014 - Present
NCLUSIVE March 2013 - Present
GK Productions October 2010 - Present
Northwestern Mutual June 2012 - January 2013
La Canada Flintridge Country Club September 2011 - March 2012
Levine Communications Office February 2011 - July 2011
NutriShop September 2010 - February 2011
Adidas Tennis Camps June 2007 - July 2007
International Rescue Committee June 2004 - July 2005
Skills
Event Planning, Event Management, Public Relations, Public Speaking, Social Media, Customer Service, Word, PowerPoint, Excel, Customer Relations, Fundraising, Social Networking, Coaching, Research, Outlook, Sports, Windows, Facebook, Health, Social Media Marketing, Nutrition, Non-profits, Financial Analysis, Strategic Financial..., Finance
Education
University of California, Riverside 2006 — 2010
B.A; of Humanities, Studies; Communications; Arts and Social Sciences
University of California, Riverside 2005 — 2010
BA, Communication Studies, Interdisciplinary Studies
University of California, Santa Barbara 2008 — 2009
Bachelor's degree, Communication, General
Cornerstone OnDemand April 2013 - Present
Northwestern Mutual January 2012 - April 2013
Citrus Grove Catering October 2009 - June 2011
Santa Clarita Family Dentistry June 2008 - September 2009
Skills
Financial Analysis, Management, Customer Service, Marketing, Customer Satisfaction, Microsoft Excel, Program Management, Microsoft Word, Social Media
Education
UC Riverside 2007 — 2011
Bachelor of Arts (B.A.), Econ/Admin Studies
Northwestern Mutual June 2011 - Present
UCPD February 2008 - June 2011
UC Police Dept 2007 - 2011
Education
University of California, Santa Barbara 2007 — 2011
BA, Political Science
Northwestern Mutual August 2012 - January 2013
Lambda Theta Phi Latin Fraternity Inc. August 2011 - September 2012
Barrio to Academia Outreach Program March 2009 - February 2012
Gevirtz Graduate School of Education November 2010 - February 2011
College Link Outreach Program November 2009 - April 2010
Skills
Equity Research, Equity Valuation, Persuasive Writing, Research
Education
University of California, Santa Barbara 2008 — 2013
B.A. Economics, B.A. Sociology
Northwestern Mutual November 2010 - June 2011
MetLife July 2008 - November 2010
Merrill Lynch 2007 - 2007
Education
University of California, San Diego 2005 — 2007
BA, Human Development
Northwestern Mutual July 2009 - Present
Pacific Symphony 2006 - 2009
Safeco Insurance 2003 - 2006
Skills
Non-profits, Strategic Planning, Research, Management, Budgets, Nonprofits, Public Speaking, Fundraising, Volunteer Management, Event Management, Leadership, Higher Education, Community Outreach, Public Relations, Marketing, Social Media, Customer Service, Team Building, Event Planning, Microsoft Office
Education
University of California, San Diego
BA, Economics
Wells Fargo Home Mortgage July 2012 - Present
Wells Fargo Bank March 2011 - November 2012
Northwestern Mutual July 2010 - December 2010
San Ysidro Ranch Resort September 2007 - July 2010
Life Cube Inc. January 2009 - June 2009
Mr. Pickles Sandwich Shop May 2006 - September 2006
Skills
Mortgage Lending, Investments, Financial Analysis, Finance, Insurance, Financial Modeling, Valuation, Sales, Customer Service, Loans, Mortgage Banking, Small Business, Business Development, Selling, Banking, Credit, Portfolio Management, Loan Origination, Underwriting, FHA, Refinance, Real Estate, Residential Mortgages, FHA financing, Investment Properties, First Time Home Buyers, REO, Single Family Homes, Real Estate Transactions
Education
University of California, Santa Barbara 2004 — 2009
B.A. Economics, Economic Theory, Finance
Northwestern Mutual January 2015 - Present
Northwestern Mutual October 2010 - Present
Tax Aid January 2010 - December 2012
A Counting House January 2010 - October 2010
Grant Thornton LLP October 2008 - December 2009
Shaw and Shaw LLP July 2007 - August 2008
Skills
Strategic Financial..., Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Auditing, SEC filings, Forecasting, Tax, Investments, Budgets, Finance, Financial Planning
Education
University of California, Santa Cruz 2003 — 2007
BA, Economics: Business Management
The Concord Group, LLC Real Estate Advisors July 2014 - Present
The Concord Group August 2012 - Present
Northwestern Mutual March 2011 - August 2012
Standard Parking June 2010 - June 2011
Legacy Financial of California December 2010 - April 2011
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Asset Managment, Real Estate, Investments, PowerPoint, Microsoft Office, Microsoft Excel, Valuation, Asset Management, Market Research, Analysis, Business Development, Leadership
Education
University of California, Los Angeles 2007 — 2011
BA, Economics
Northwestern Mutual 1988 - Present
Education
University of California, San Diego
The Lawrenceville School
UCSB Campus Learning Assistance Services September 2015 - Present
Northwestern Mutual April 2015 - Present
Legarza Basketball June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of California, Santa Barbara 2013 — 2016
Bachelor of Arts (B.A.), Economics/Mathematics, Junior
St. Ignatius College Prep 2009 — 2013
CyberCoders February 2014 - Present
Team GAT October 2013 - Present
Workbridge Associates October 2013 - February 2014
Pacific Islands Club Saipan January 2013 - September 2013
Moutai June 2012 - October 2012
Impact Syndicate June 2012 - October 2012
Northwestern Mutual June 2011 - October 2011
Skills
Technical Recruiting, Recruiting, Interviews, Sales, Leadership, Customer Service, Marketing, Social Media, Microsoft Office, Training, Teaching, Management, Team Leadership, Temporary Placement, Research, Networking
Education
University of California, Riverside 2008 — 2012
Bachelor's Degree, Sociology and Marketing
Waypoint Homes April 2014 - August 2014
Northwestern Mutual December 2013 - April 2014
UC Santa Cruz September 2013 - December 2013
Ponderosa Homes June 2013 - September 2013
American Swim Academy June 2010 - September 2012
Skills
Microsoft Excel, Access, Finance, Financial Analysis, Management, Stata, R, Compass, Teaching, Salesforce.com, Financial Accounting, AvidXchange, Matlab, Social Media Marketing, Communication, Marketing, Analysis, Data Analysis, Facebook, Project Management, Training, Social Networking, SQL
Education
University of California, Santa Cruz 2014 — 2015
Master of Science (MS), Applied Economics and Finance
University of California, Santa Cruz 2010 — 2014
Bachelor of Arts (BA), Economics / Minor, Management Information Systems
Monarch E&S Insurance Services April 2005 - Present
Northwestern Mutual October 1999 - January 2005
Stroock & Stroock & Lavan LLP June 1982 - April 1989
Skills
Executive Level..., Event Planning, Office Administration, Customer Service, Corporate Recruiting, Legal Recruiting, Event Photography, General Insurance, Employee Benefits
Education
UCSB
Northwestern Mutual October 2014 - Present
Northwestern Mutual March 2012 - October 2014
Aflac April 2011 - March 2012
Skills
Small Business, Customer Service, Public Speaking, Sales, Marketing, Team Building, Disability Insurance, Life Insurance, Leadership, Insurance
Education
University of California, Santa Cruz 1998 — 2002
BA, Pyschology
MassMutual Financial Group January 2015 - Present
Northwestern Mutual March 2011 - December 2014
Amerimae & Ameritrust Mortgage Bankers, Inc. 2007 - April 2011
Encore Credit Corp 2004 - 2007
Applause, LLC April 1999 - November 2001
Computer Sciences Corporation February 1998 - April 1999
Aurora Electronics February 1996 - February 1998
Home Fashions, Inc. 1992 - 1996
Skills
Networking, Time Management, Marketing, Leadership, Strategic Planning, Team Building, Customer Service, Retirement Planning, Management, Life & Health Insurance..., Long Term Care Insurance, Disability Insurance, Employee Benefits Design, Retirement Income..., Strategic Partnerships, Strategic Alliances, Community Outreach, Community Engagement, Philosophy of Mind, Individual Pension Plans, Succession Planning, College Education..., Long-term Care
Education
Northrop University, Los Angeles, CA
B.S.
University of California, Los Angeles
First Choice Business Brokers June 2006 - Present
First Choice Business Brokers June 2006 - Present
Northwestern Mutual 2005 - June 2006
Skills
Marketing Strategy, Business Valuation, Accounting, Retirement Planning, Buyer Representative, Business Brokerage, Exit Strategies, Small Business, Mergers, Negotiation, Franchising, Buyers, Mergers & Acquisitions, Retail, Sales, Finance, Real Estate, Brokerage, Real Estate Transactions, Due Diligence, Selling, Commercial Real Estate, Investment Properties, Real Estate Development, Investments, Business, Valuation, Property Management, Entrepreneurship, Franchise Consulting, Investors, Business Planning, Location Intelligence, Contract Negotiation, Sellers, Leases, Start-ups, Acquisitions, Corporate Finance, Real Estate Economics, Real Estate Financing
Education
UC San Diego 2003 — 2006
Bachelor of Science (B.S.), Management Science
University of California, San Diego 2003 — 2006
BS, Management Science, Economics
Lagasca Music February 2012 - Present
ADL Financial & Insurance Agency March 1999 - Present
Balanced Plan Financial June 2014 - May 2015
Pacific Advisors, Inc. May 2009 - July 2012
ACN 2004 - 2006
Guardian Life Insurance Company of America April 1997 - February 1999
Allstate Insurance June 1994 - March 1997
Northwestern Mutual December 1991 - May 1994
Ross Hagen Productions July 1991 - November 1991
Consumer Pulse, Inc. February 1991 - June 1991
Skills
Long-term Care, Employee Benefits, Fixed Annuities, Life Insurance, Disability Insurance, Executive Benefit..., 401k, Estate Planning, Buy-Sell, Insurance, Executive Compensation, Supplemental Executive..., Business Succession, Business Continuity, Financial Analysis, Investments, Small Business, Executive Pay, Succession Planning, Retirement Planning, Portfolio Management, Health Insurance, Estate Tax Planning, Financial Advisory, Asset Management, Financial Services, Wealth, Asset Protection, Whole Life, Wealth Management..., Finance, Financial Planners, Wealth Management, Strategic Financial..., Long Term Care Insurance, Business Planning, Investment Strategies, Budgets, Marketing, Underwriting, Time Management, Term Life Insurance, Universal Life, Tax, Asset Allocation, Risk Management, Retirement, Financial Planning
Education
University of California, Los Angeles 1981 — 1986
B.S.
The Songwriting School of Los Angeles
Channel Islands High School
Risk Management Advisors, Inc. January 2007 - Present
Big Brothers Big Sisters of Greater Los Angeles January 2000 - Present
The Fiat Lux Risk and Insurance Company February 2013 - Present
Northwestern Mutual February 1994 - December 2006
Skills
Captives, Estate Planning, Life Insurance, Premium Financing, Risk Management, Insurance, Asset Protection, Health Insurance, Underwriting, Reinsurance
Education
University of California, Los Angeles 1989 — 1993
Bachelor of Arts, Economics/International Area Studies
Warren High School 1986 — 1989
Risk Management Advisors, Inc. January 2005 - Present
MassMutual Financial Group 2003 - 2004
Northwestern Mutual 2000 - 2002
Skills
Captives, Business Strategy, Marketing, Workers Compensation, Insurance, Estate Planning, Management, Life Insurance, Start-ups, Business Development, Small Business, Business Planning, Investments, Portfolio Management, Finance, Risk Management, Strategic Financial..., Executive Management, Financial Modeling, Due Diligence
Education
University of California, Riverside 1995 — 1999
Bachelor of Science (BS), Business Administration
Inheritance Funding Company, Inc. March 2015 - Present
Demandforce April 2014 - February 2015
SelectQuote Insurance Services November 2009 - June 2013
Heartland Payment Systems January 2009 - October 2009
Northwestern Mutual February 2008 - September 2008
Bear Stearns Residential Mortgage February 2006 - October 2007
Finance America (Division of Lehman Brothers) April 2001 - May 2005
Learn iT! 2001 - 2002
New Horizons 1998 - 2001
Skills
Insurance, Mortgage Lending, Direct Sales, Underwriting, Life Insurance, Financial Services, Investments, Loans, Sales, Salesforce.com
Education
University of California, Santa Barbara
Northwestern Mutual February 2004 - Present
Northwestern Mutual June 2002 - Present
Skills
Strategic Planning, Retirement Planning, Management, Leadership, Public Speaking, Financial Services, Sales, Budgets, Risk Management
Education
University of California, Santa Barbara
Talend 2008 - Present
Kronos 2005 - 2008
Northwestern Mutual March 2003 - January 2005
L90, Inc. 2000 - 2002
Saatchi and Saatchi 1999 - 2001
Skills
Demand Generation, SaaS, Lead Generation, Enterprise Software, Strategic Partnerships, Analytics, Business Development, B2B, Data Integration, Business Intelligence, Program Management, Strategy, Sales Operations, Management, Marketing, Leadership, Sales, Sales Management, CRM, Start-ups, Go-to-market Strategy, Solution Selling, Salesforce.com, Product Marketing, Professional Services, Cloud Computing, Business Alliances, Marketing Automation, Sales Enablement, Product Management, Multi-channel Marketing, Product Launch, Sales Process
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Science (BS), Communication and Media Studies
West Coast Financial August 2009 - Present
Northwestern Mutual April 2008 - July 2009
Santa Barbara Tutoring Services January 2005 - April 2008
Education
University of California, Santa Barbara 2006 — 2008
Technology Entreprenuership Certificate, Financial Mathematics & Statistics
University of California, Santa Barbara 2004 — 2008
B.S., Financial Mathematics and Statistics
Northwestern Mutual August 2008 - Present
Education
University of California, Santa Barbara 2007 — 2008
Bachelor's, Business Economics
Northwestern Mutual August 2014 - Present
The Consortium for Graduate Study in Management September 2012 - May 2014
Starbucks Coffee Company - Global Real Estate June 2013 - August 2013
Community HousingWorks January 2011 - July 2012
Community HousingWorks June 2008 - December 2011
Management Leadership for Tomorrow 2010 - 2011
California Coalition for Rural Housing Internship Program June 2007 - June 2008
Education
University of Wisconsin-Madison - School of Business 2012 — 2014
Master of Business Administration Candidate
University of California, San Diego
Bachelor of Arts
Trove January 2014 - Present
Northwestern Mutual January 2009 - June 2011
J. Paul Getty Museum 2000 - 2001
Los Angeles County Museum of Art June 1998 - May 2000
Skills
Product Design, Sewing, Customer Service, Social Media, Facebook, Microsoft Word, Microsoft Office, PowerPoint, Marketing, Microsoft Excel, Social Networking
Education
University of California, Los Angeles 1993 — 1998
B.A., History
CalFirst National Bancorp September 2014 - Present
The Business Finance Store March 2013 - August 2014
Canterbury Consulting December 2011 - December 2012
Sagient Research February 2010 - August 2011
Northwestern Mutual January 2009 - February 2010
Skills
Mutual Funds, Hedge Funds, Research, Financial Services, Analysis, Personal Finance, Investment Banking, Financial Analysis, Financial Modeling, Portfolio Management, Loans, Valuation, Banking
Education
University of California, San Diego
Bachelors of Science, Management Science
Intrax February 2014 - Present
MZA Events - AIDS Walk New York, San Francisco, and Los Angeles July 2011 - February 2014
MZA Events - AIDS Walk New York and Los Angeles January 2010 - June 2011
AIDS Walk New York January 2009 - June 2009
UCOP September 2008 - December 2008
Northwestern Mutual July 2008 - September 2008
Alameda County Fair June 2003 - July 2006
Skills
Fundraising, Nonprofits, Public Speaking, Editing, Management, Event Planning, Social Media, Spanish, Team Leadership, Social Media Marketing, Research, International Relations, Photography, Facebook, Microsoft Office, Account Management, Salesforce.com
Education
University of California, Riverside 2004 — 2008
Bachelor of Arts, Business Economics, International Relations
Well Fargo Home Mortgage Inc April 2015 - Present
Citi May 2013 - March 2015
Wells Fargo January 2012 - April 2013
Northwestern Mutual April 2010 - January 2012
The Valley Economic Development Center July 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - March 2009
Skills
Financial Modeling, Financial Analysis, Small Business Lending, Credit, Business Development, Credit Analysis, Investments, Portfolio Management, Customer Service, Strategic Financial...
Education
University of California, Los Angeles 2008 — 2012
GBC International Bank May 2015 - Present
Cathay Bank February 2014 - February 2015
Ten Ren's Tea Time November 2011 - January 2015
UCR Sports Marketing September 2012 - December 2012
Northwestern Mutual June 2011 - September 2011
Skills
Microsoft Office, Marketing, Banking, Customer Service, Economics, Business Strategy, Volunteering, Time Management, Management
Education
University of California, Riverside 2009 — 2013
Bachelor of Arts (B.A.) in Economics/Administrative Studies, Economics/Administrative Studies
Arcadia High School 2005 — 2009
High School Diploma
Harvest Properties, Inc. November 2012 - Present
Harvest Properties, Inc. April 2012 - October 2012
Novogradac & Company LLP January 2011 - March 2011
Nordstrom June 2010 - November 2010
Northwestern Mutual December 2009 - August 2010
Skills
Accounting, Microsoft Office, Budgets, Editing, Auditing, Research, Training, Internal Controls, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Word
Education
UCSB 2006 — 2010
Bachelor of Arts (BA), Business Economics with an Emphasis in Accounting
UCSB 2006 — 2010
Bachelor of Arts (BA), Philosophy
California High School 2002 — 2006
Hancock Farmland Services, Inc. August 2014 - Present
Farmland Management Services January 2011 - Present
Northwestern Mutual April 2010 - January 2011
Central Coast Fryer Farms January 2007 - September 2009
Skills
Risk Management, Financial Modeling, Strategic Financial..., Financial Analysis, Financial Services, Investments, Financial Reporting, Accounting
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Science (MS), Finance, General
University of California, Santa Barbara 2003 — 2006
BA, Political Science
Medix ™ June 2014 - Present
Medix Staffing Solutions June 2013 - June 2014
Union Bank and Trust Company August 2011 - December 2012
Northwestern Mutual May 2010 - August 2010
Skills
Banking, Finance, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Time Management, Microsoft Word, Sales, Recruiting, Staffing Services, Management, Sourcing, Leadership, Human Resources
Education
University of Nebraska-Lincoln 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of California, Santa Barbara 2008 — 2010
Northwestern Mutual August 2015 - Present
UCSD Jewish Studies Program April 2015 - Present
Canyon Vista Restaurant April 2013 - June 2013
Camp Shalom July 2011 - August 2011
Cyndi Pools June 2011 - August 2011
Skills
Financial Economics, Social Networking, Management, Recruiting, Public Speaking, Mathematics, Sports, Microsoft Office, Customer Service, Research, Economics, Writing, Finance, Microsoft Excel, PowerPoint
Education
University of California, San Diego 2012 — 2017
Bachelor’s Degree, Management Science
Clovis West High School 2009 — 2012
High School, High School/Secondary Diplomas and Certificates, 10-12
Homestead High School 2008 — 2009
High School, High School/Secondary Diplomas and Certificates, 9
Oakley November 2013 - Present
Panda Restaurant Group December 2012 - October 2013
Honda Financial Services October 2012 - October 2012
Northwestern Mutual December 2011 - August 2012
UCSB Upward Bound Program January 2011 - June 2012
Delta Sigma Pi- Rho Sigma Chapter December 2010 - December 2011
Delta Sigma Pi- Sigma Beta Epsilon Colony August 2010 - February 2011
Delta Sigma Pi- Sigma Beta Epsilon Colony January 2010 - June 2010
Skills
PowerPoint, Human Resources, Outlook, Microsoft Office, Customer Service, Highly detail oriented, Microsoft Excel, Facebook, Works well in a team, Management, Commitment to Customer..., Marketing, Taleo, Onboarding, Recruiting, Microsoft Word, Time Management, Sales, Fluent in English and..., Proficient with..., Multi Tasking, Leadership, Lawson HRIS, SAP
Education
University of California, Santa Barbara 2008 — 2012
BA, Black Studies, Concentration: Art and Artistry
Alliant International University - Mexico City Campus September 2014 - Present
Northwestern Mutual January 2012 - July 2014
Skills
Psychology, Group Therapy, Psychological Assessment, Data Collection, Data Analysis, Life Insurance, Life & Health Insurance...
Education
UCSD 2006 — 2010
Bachelor of Science (B.S.), Psychology
University of California, San Diego 2006 — 2010
B.S., Psychology
One Kings Lane July 2015 - Present
Geary LSF February 2015 - July 2015
Geary LSF March 2014 - January 2015
Deloitte September 2012 - March 2014
University Club of Santa Barbara March 2012 - June 2012
Northwestern Mutual June 2011 - December 2011
Skills
Financial Analysis, Auditing, Financial Accounting, Accounting, Financial Reporting, Microsoft Excel, Finance, Risk Management, Internal Controls, US GAAP, Analysis, QuickBooks, Financial Statements, Data Analysis, Microsoft Office, Market Research, PowerPoint
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Business Economics, Accounting
PM Gloves February 2012 - September 2014
Northwestern Mutual February 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Outlook, Microsoft Word
Education
DBHS
UCSB
Art History with Architectural emphasis, Art History
AT&T August 2013 - Present
Northwestern Mutual November 2012 - August 2013
Wells Fargo Advisors May 2007 - August 2011
Education
University of California, Riverside 2001 — 2005
Merrill F West High
PwC September 2014 - Present
Northwestern Mutual September 2012 - January 2013
Morris National, Inc June 2012 - September 2012
Skills
Financial Accounting, Cost Accounting, Business Economics, Life Insurance, Economics
Education
UCLA 2010 — 2014
Bachelor's degree, Business Economics
Crespi Carmelite High School 2006 — 2010
Northwestern Mutual June 2015 - Present
Education
University of California, Santa Cruz 2014 — 2016