Pension Specialists, Inc
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Pension Specialists, Inc Employees
Wells Fargo Advisors March 2014 - Present
ATC Financial, LLC. January 2010 - March 2014
Pension Specialists, Inc October 2008 - December 2009
Mercer HRS/Putnam Investments October 2004 - May 2008
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
Master of Science (M.S.), Financial Planning and Services
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Business/Managerial Economics
Boston Latin School
Sierra College August 2012 - Present
California State University, Sacramento September 2009 - June 2012
Pension Specialists, Inc July 2004 - July 2006
Skills
Microsoft Office, Teaching, HTML, Mathematics, PHP, MySQL, Moodle, Blackboard, R, Webassign, LibreOffice, Linux
Education
California State University-Sacramento 2009 — 2012
Master of Arts, Mathematics
California State University-Sacramento 2006 — 2009
Teaching Credential, Mathematics
University of California, San Diego 2000 — 2004
Bachelor of Arts, Mathematics
Sierra College 1997 — 2000
NA, NA
R and A CPA's June 2013 - September 2013
Desert Diamond Casino September 2011 - March 2012
Jackson Hewitt November 2009 - January 2010
Vaco Financial, LLC March 2008 - May 2008
Muscular Dystrophy Association Inc April 2007 - October 2007
Providence Service Corporation July 2006 - March 2007
Catholic Community Services August 2005 - June 2006
Volt Technical Services January 2002 - January 2005
Pension Specialists Inc November 1996 - July 2004
University Physicians Incorporated February 1993 - May 1996
Skills
CPA, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting, Account Reconciliation, Financial Statements, Bookkeeping, Financial Accounting, Payroll, Tax Preparation, Internal Controls, Journal Entries, Variance Analysis, Tax, Finance
Education
University of Arizona 1986 — 1988
B.S. Degree, Business Administration; Accounting, 4.5
University of Arizona 1981 — 1984
B.S. Degree, Business Administration; Marketing, 4.4
Pension Specialists, Inc 2000 - 2003
Sunrise Recreation Corporation 1987 - 2000
Macy's 1996 - 1998
Skills
Customer Service, Microsoft Excel, Budgets, 401k, Event Management, Microsoft Office, Event Planning, Marketing, Music, Big Band, Concert Band, Entertainment, Baritone saxophone, Training, Recruiting, Microsoft Word, Public Speaking, Leadership, Sales, Management
Education
California State University-Sacramento
American River College
San Juan High School
PwC June 2014 - Present
AssetMark July 2011 - May 2014
State Street Bank May 2007 - December 2010
Pension Specialists, Inc November 2005 - May 2007
Skills
Financial Reporting, Account Reconciliation, Mutual Funds, Accounting, Investments, Valuation, Analysis, Financial Statements, Fund Accounting, Auditing, Fund Administration, Internal Audit, Microsoft Excel, Project Management, Trading, Financial Accounting, Financial Analysis, Teaching, Microsoft Office
Education
University of California, Davis 2000 — 2005
Bachelor of Science (B.S.), Managerial Economcis
Golden Gate University 2012 — 2013
Master of Science (M.S.), Finance, General
Pension Specialists, Inc January 2008 - March 2009
USBank January 2002 - July 2007
Education
Cosumnes River College 2007 — 2009
Associates, Social Sciences
University of Minnesota-Twin Cities 1991 — 1993
French
AciesGroup November 2012 - Present
CVM Equity Funds 2000 - Present
PV Capital December 2010 - October 2012
Pension Specialists, Inc May 2010 - December 2010
WealthPoint, LLC November 2008 - December 2010
Wealthpoint Advisors May 2005 - November 2008
Principal Financial Group June 2004 - June 2005
Peak Performance Sports 1991 - 1999
Skills
Alternative Investments, Investments, Private Equity, Strategic Partnerships, Asset Managment, Financial Analysis, Hedge Funds, Leadership, Mutual Funds, Business Development, Mergers & Acquisitions, Entrepreneurship, Financial Services, Management, Asset Management, Retirement Planning, Insurance, Investment Management, Retirement, Valuation, Securities, Funding, Pensions, Investment Advisory, Wealth Management, Investment Strategies, Strategy
Education
New Mexico State University 1985 — 1988
Psychology
CalPERS February 2011 - Present
CalPERS August 2006 - February 2011
Pension Specialists, Inc May 2005 - August 2006
Pension Specialists, Inc April 1997 - August 2006
Brecek & Young May 1996 - April 1997
Skills
Finance, Risk Management, Valuation, Financial Modeling, Investments, Equities, Microsoft Office, Asset Management, Portfolio Management, Microsoft Excel
Education
California State University-Sacramento 2008 — 2010
MBA, Finance
Sacramento City College 2000 — 2004
MBA, Computer Information Science - Programming
University of California, Davis 1990 — 1994
B.A., Economics
Associated Pension Consultants 2007 - Present
Pension Specialists, Inc October 2005 - July 2007
Skills
401k, Retirement, Pensions, Defined Benefit, Retirement Planning, Employee Benefits, Insurance, Strategic Planning, Mutual Funds, Business Planning, Retirement Plan..., Qualified Retirement..., Cash Balance, Floor Offset, Retirement Benefits, 403(b) Plans, Prevailing Wage
Education
University of California, Los Angeles 1994 — 1999
BS, Anthropology
F&M Bank November 2012 - Present
Red Hawk Casino September 2011 - October 2012
Sport Clip Franchise Owner January 2006 - August 2011
Fiserv TPA Services March 2005 - October 2005
Pension Specialists, Inc December 1990 - March 2005
Skills
Business Analysis, Planning, Start-ups, Budgeting, Analysis
Education
California State University-Sacramento 1980 — 1983
Bachelor of Arts, Business - Marketing
Growing Healthy Children December 2012 - Present
Michelle Scott Horse Show Management April 2001 - Present
Teledyne Technologies Incorporated May 2013 - October 2013
Teledyne Technologies Incorporated March 2012 - April 2013
Teledyne November 2010 - March 2012
Teledyne Technologies 2005 - October 2010
Pension Specialists, Inc June 2002 - October 2005
Skills
Microsoft Excel, Variance Analysis, Cost Accounting
Education
California Polytechnic State University-San Luis Obispo 2000 — 2002
BS, Agriculture Business Accounting
California State Polytechnic University-Pomona 1997 — 1999
Pre-Vet
California State Library September 2011 - October 2011
Numonyx September 2009 - December 2009
CTB McGraw Hill April 2009 - July 2009
Beyond the Pale May 2006 - January 2008
Pension Specialists, Inc January 2006 - April 2006
Visions of Eden February 2005 - December 2005
Rhodes College May 2004 - August 2004
Rhodes College 2002 - 2004
Education
Drexel University 2009 — 2011
Masters of Science, Library and Information Science
Rhodes College 2002 — 2004
Bachelor of Arts, Psychology
American River College 2000 — 2002
Associate of Arts, Liberal Arts
AGC of California February 2006 - Present
Pension Specialists Inc 1999 - 2005
Education
University of California, Davis
Bachelor of Arts (BA), Psychology