Perennial Financial Services
Address: 11620 Wilshire Blvd #400, Los Angeles, CA 90025 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (310) 445-2581: Category: Place name: Website: : : : : : Website: http://www.perennialfs.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Perennial Financial Services, LLC Posting publicly on the Web Write a review Reviews Be the first to review Latest PostsPosts from Perennial Financial Services, LLC View previous posts on Google
Perennial Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Perennial Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Perennial Financial Services Salaries. You can even request information on how much does Perennial Financial Services pay if you want to. Learn about salaries, pros and cons of working for Perennial Financial Services directly from the past employees.
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Perennial Financial Services Employees
Lisette Leonard Amazon August 2015 - Present
Macy's February 2015 - July 2015
Macy's October 2014 - February 2015
Macy's August 2014 - October 2014
Macy's June 2013 - July 2013
Perennial Financial Services May 2012 - October 2012
Styleowner August 2011 - September 2012
Satine Boutique May 2012 - August 2012
Perennial Financial Services December 2011 - May 2012
USC Hospitality December 2010 - May 2011
Skills
MS Office tools, PowerPoint, Excel, MS Publisher, MS Word, C++, RetailPro Software, Infusionsoft, Fashion, Fashion Buying, Social Media, Social Media Marketing, Photoshop, Final Cut Pro, Facebook, Marketing, Marketing Strategy, Sales, SEO, Customer Service, Analysis, E-commerce, Apparel, YouTube, Outlook, WordPress, Merchandising, Advertising, Leadership, Management, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Concentration: International Business, Junior
Copenhagen Business School 2013 — 2013
International Business, Junior
Schreiber High School 2006 — 2010
High School Degree
Serena Virani BrightTALK July 2014 - May 2015
Achievers January 2014 - June 2014
TJX August 2013 - October 2013
Perennial Financial Services June 2012 - August 2012
Brand Adoption June 2011 - August 2011
Corniche Travel May 2011 - August 2011
Skills
Social Media, Marketing, Social Networking, SaaS, Salesforce.com, Lead Generation, Enterprise Software, Sales Prospecting, SEO, Business Development, Sales, Google Analytics, Account Management, Content Marketing, HTML, Email Marketing, Communication, CRM, Webinars
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Aalto University School of Economics 2012 — 2012
Marketing and International Business
Plano West Senior High School 2005 — 2009
Chris Nowakowski Perennial Financial Services July 2004 - Present
UBS October 2002 - July 2004
Education
University of California, Los Angeles 1998 — 2002
Psychology, Economics
Brad Harris Perennial Financial Services February 2007 - Present
LPL Financial February 2007 - Present
LPL Financial February 2007 - Present
Waddell & Reed March 2006 - February 2007
Skills
Investments, Retirement Planning, Pensions, Financial Advisory, Wealth Management..., Retirement Plan..., High Net Worth..., Strategic Financial..., Financial Services, Insurance, Small Business, Securities, Estate Planning, Finance, Investment Advisory, Financial Analysis, Wealth Management, Management, Financial Planning
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning
California Lutheran University 2002 — 2003
BS
Antelope Valley College 2001 — 2002
The Master's College 2000 — 2001
Traci Mao Perennial Financial Services March 2014 - Present
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Christian Vela JUMP Investors January 2015 - Present
UCLA Anderson Research October 2014 - December 2014
Perennial Financial Services June 2014 - September 2014
Earthquake Engineering Research September 2011 - May 2012
Skills
C++, PHP, JavaScript, HTML, MySQL, Microsoft Excel, Research, Project Management, Wealth Management, R
Education
University of California, Los Angeles 2011 — 2015
Bachelor’s Degree, Mathematics Economics
Financially Wise Women December 2012 - Present
Perennial Financial Services June 2010 - November 2012
Ameriprise Financial September 2006 - June 2010
Make-A-Wish Foundation, Direct Relief Foundation January 2005 - January 2006
Events of Santa Barbara July 2005 - December 2005
Skills
Retirement Planning, Estate Planning, Asset Allocation, Investment Strategies, Tax, Cash Flow, Saving for Education, Charities, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Financial Advisory, Series 7, Retirement, Mutual Funds, 401k, Securities, Uniform Combined State..., Financial Planners, Financial Planning, Insurance, Finance, Financial Services, Small Business, IRAs, Long-term Care, Fixed Annuities, Personal Finance
Education
University of California, Los Angeles 2010 — 2010
CFP Review
College for Financial Planning 2008 — 2010
Certified Financial Planner, Certified Professional Education Program
University of California, Santa Barbara 2004 — 2006
Bacheor of Science, Business Economics
University of California, Riverside January 2015 - Present
Universal Hardwood Flooring Inc. June 2014 - September 2014
Perennial Financial Services May 2013 - August 2013
Skills
Public Speaking, Microsoft Office, managment, Research, Team Leadership, Microsoft Word, Social Media, Teamwork, Marketing, Social Networking, Event Planning, Budgets, Management, Customer Service
Education
University of California, Riverside 2013 — 2017
Bachelor's Degree, Economics, Junior
Perennial Financial Services December 2012 - Present
LPL Financial December 2012 - Present
Edward Jones May 2009 - December 2012
Skills
Investments, Estate Planning, Roth IRA, IRA's, Annuities, Bonds, Stocks, 401k, SEP, Research, CDS, Financial Planning, Series 7, Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, Retirement, Long Term Care, Investment Advisory, Wealth Management, Wealth, Term Life Insurance, College Savings Plans, Financial Advisory, Alternative Investments, Securities, Money, Savings, Pensions, Asset Management, ETFs, Options, Portfolio Management, Equities, Disability Insurance, Managed Accounts, Series 63, Fixed Income, Private Placements, Financial Advice, Insurance, Mortgage, FINRA, Financial Markets, Brokerage, High Net Worth..., Personal Financial..., Qualified Retirement..., 401k Rollovers
Education
The Ohio State University 2003 — 2007
BA, English
Poland Seminary 1999 — 2003