Phoenix American
Industry: Financial accounting company
DescriptionPhoenix American Incorporated is a privately held financial services company headquartered in San Rafael, California. Founder: Gus Constantin Founded: 1972 Headquarters: San Rafael, CA Subsidiaries: Phoenix American SalesFocus Solutions Inc.,
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Phoenix American Employees
Employee
Years
Job
Industry
Alicia O'Brien-Mendoza Alicia O'Brien-Mendoza's Phoenix American Experience February 2000 - October 2001
Job Clinical Information Systems Analyst at U.S. Renal Care, Inc
Industry Hospital & Health Care
Experience
US Renal Care, Inc. July 2013 - Present
Innovative Dialysis Systems February 2007 - Present
Data911 Systems November 2005 - February 2007
Quantitative Medical Systems, Inc. (QMS) September 2003 - November 2005
Kendall-Jackson Wine Estates April 2002 - September 2003
Phoenix American February 2000 - October 2001
Skills
Technical Support, CTMS, Healthcare Information..., Help Desk Support, HIPAA, CROWNWeb, HL7, Health Information..., Software Documentation, EHR, Medical Billing, EMR, CPOE, Informatics, Meditech, Health Information..., Healthcare Management, Healthcare, Hospitals, Troubleshooting, Documentation
Education
Cypress College 2013 — 2015
Associate of Science (AS)
Computer Learning Center 1999 — 2000
Vocational Certification
New Technology High School 1996 — 1998
US Renal Care, Inc. July 2013 - Present
Innovative Dialysis Systems February 2007 - Present
Data911 Systems November 2005 - February 2007
Quantitative Medical Systems, Inc. (QMS) September 2003 - November 2005
Kendall-Jackson Wine Estates April 2002 - September 2003
Phoenix American February 2000 - October 2001
Skills
Technical Support, CTMS, Healthcare Information..., Help Desk Support, HIPAA, CROWNWeb, HL7, Health Information..., Software Documentation, EHR, Medical Billing, EMR, CPOE, Informatics, Meditech, Health Information..., Healthcare Management, Healthcare, Hospitals, Troubleshooting, Documentation
Education
Cypress College 2013 — 2015
Associate of Science (AS)
Computer Learning Center 1999 — 2000
Vocational Certification
New Technology High School 1996 — 1998
Edward Grueso Edward Grueso's Phoenix American Experience September 2011 - Present
Job Lead Facilities Engineer at Phoenix American
Industry Financial Services
Experience
Phoenix American September 2011 - Present
SBMA Law Enforcement Dept. November 1992 - August 2009
Skills
Shooting Sports, Scuba Diving, Cooking, DIY
Education
Mondriaan Aura College
Bachelor Of Science, Psychology
Mondriaan Aura College
Units in High School Education
Mondriaan Aura College
Masters in Business Management (Academic)
St. Joseph College, Philippines
Phoenix American September 2011 - Present
SBMA Law Enforcement Dept. November 1992 - August 2009
Skills
Shooting Sports, Scuba Diving, Cooking, DIY
Education
Mondriaan Aura College
Bachelor Of Science, Psychology
Mondriaan Aura College
Units in High School Education
Mondriaan Aura College
Masters in Business Management (Academic)
St. Joseph College, Philippines
Donna (Petays) Eggers Donna (Petays) Eggers's Phoenix American Experience 1993 - 1996
Job Business Development I Meeting & Event Planning I Office Administration
Industry Hospitality
Experience
Holiday Retirement August 2013 - February 2014
Extendicare Health Services, Inc. September 2008 - November 2012
Enlivant January 2005 - March 2008
Gannett October 2003 - January 2005
Telogy, Inc. March 1996 - April 2000
Phoenix American 1993 - 1996
GE Capital Computer Leasing 1992 - 1993
LeasePartners Corporation 1990 - 1992
US Leasing 1987 - 1989
George Cook & Associates 1984 - 1987
Skills
Office Management, Building Relationships, Customer Service, Account Management, Business Development, Program Management, Hospitality, Event Planning, Corporate Retreats, Project Coordination, Leadership, Vendor Management, Communications, Strategic Planning, Needs Analysis, Critical Thinking, Problem Solving, Prioritization, Budgets, Accounts Payable, Proposal Writing, Contract Negotiation, Policy & Procedure, Human Resources, Customer Satisfaction, Executive Level..., Calendar Management, Confidentiality, Detail oriented, Site Inspections, Space planning, Travel Planning, Menu Planning, Sales, Marketing, Interior Design, Graphic Design, Supervision, Training, Public Speaking, Elder Care, Healthcare, Home Care, Long-term Care, MS Office Suite, Salesforce.com, Proprietary Software
Education
UC Santa Barbara
Bachelor of Arts (B.A.), Business Economics
UC Riverside
Business Administration and Management, General
Art Institute of Seattle
Diploma with Honors, Residential Design
Holiday Retirement August 2013 - February 2014
Extendicare Health Services, Inc. September 2008 - November 2012
Enlivant January 2005 - March 2008
Gannett October 2003 - January 2005
Telogy, Inc. March 1996 - April 2000
Phoenix American 1993 - 1996
GE Capital Computer Leasing 1992 - 1993
LeasePartners Corporation 1990 - 1992
US Leasing 1987 - 1989
George Cook & Associates 1984 - 1987
Skills
Office Management, Building Relationships, Customer Service, Account Management, Business Development, Program Management, Hospitality, Event Planning, Corporate Retreats, Project Coordination, Leadership, Vendor Management, Communications, Strategic Planning, Needs Analysis, Critical Thinking, Problem Solving, Prioritization, Budgets, Accounts Payable, Proposal Writing, Contract Negotiation, Policy & Procedure, Human Resources, Customer Satisfaction, Executive Level..., Calendar Management, Confidentiality, Detail oriented, Site Inspections, Space planning, Travel Planning, Menu Planning, Sales, Marketing, Interior Design, Graphic Design, Supervision, Training, Public Speaking, Elder Care, Healthcare, Home Care, Long-term Care, MS Office Suite, Salesforce.com, Proprietary Software
Education
UC Santa Barbara
Bachelor of Arts (B.A.), Business Economics
UC Riverside
Business Administration and Management, General
Art Institute of Seattle
Diploma with Honors, Residential Design
Dario Dueñas Dario Dueñas's Phoenix American Experience December 2012 - March 2013
Job Mid Market Technical Support at 8x8, Inc.
Industry Information Technology and Services
Experience
8x8, Inc. June 2015 - Present
8x8, Inc. January 2015 - June 2015
1-800 Courier October 2013 - March 2015
8x8, Inc. September 2014 - January 2015
Williams Lea April 2013 - October 2013
Phoenix American December 2012 - March 2013
SBM Site Services July 2012 - November 2012
C & T Recycling February 2011 - August 2012
Poly-Tek February 2011 - July 2012
Merrill Corporation June 2008 - January 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Time Management, Outlook, Technical Support, VoIP, Data Entry, Management, Microsoft Word, PowerPoint, Teamwork, Customer Satisfaction, Call Quality, Leadership, Transportation, English, Public Speaking, Social Networking, Inventory Management, C++, C, Windows, Access, Budgets, Team Building, Research, Operations Management, Supervisory Skills, Administrative..., Office Management, Distribution Center...
Education
California State University-East Bay 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Chabot College 2005 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Tennyson High School 2001 — 2005
High School Diploma
8x8, Inc. June 2015 - Present
8x8, Inc. January 2015 - June 2015
1-800 Courier October 2013 - March 2015
8x8, Inc. September 2014 - January 2015
Williams Lea April 2013 - October 2013
Phoenix American December 2012 - March 2013
SBM Site Services July 2012 - November 2012
C & T Recycling February 2011 - August 2012
Poly-Tek February 2011 - July 2012
Merrill Corporation June 2008 - January 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Time Management, Outlook, Technical Support, VoIP, Data Entry, Management, Microsoft Word, PowerPoint, Teamwork, Customer Satisfaction, Call Quality, Leadership, Transportation, English, Public Speaking, Social Networking, Inventory Management, C++, C, Windows, Access, Budgets, Team Building, Research, Operations Management, Supervisory Skills, Administrative..., Office Management, Distribution Center...
Education
California State University-East Bay 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Chabot College 2005 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Tennyson High School 2001 — 2005
High School Diploma
Amy Suprenant Amy Suprenant's Phoenix American Experience November 2006 - October 2008
Job National Sales Manager at Manta
Industry Online Media
Experience
Manta October 2014 - Present
Hearst Magazines January 2011 - October 2014
Jumpstart Automotive Group September 2008 - December 2011
Phoenix American November 2006 - October 2008
Automotive Finance Corporation/ADESA, Inc April 2005 - September 2006
Ford Motor Company September 1998 - August 2004
Skills
Automotive, Advertising, Advertising Sales, Online Marketing, Online Advertising, Business Development, Strategic Planning, Sales Management, New Business Development, Digital Media, Integrated Marketing, Digital Strategy, Sales, Marketing Strategy, Digital Marketing, Marketing
Education
The Ohio State University Fisher College of Business 1994 — 1998
BSBA, Marketing
Manta October 2014 - Present
Hearst Magazines January 2011 - October 2014
Jumpstart Automotive Group September 2008 - December 2011
Phoenix American November 2006 - October 2008
Automotive Finance Corporation/ADESA, Inc April 2005 - September 2006
Ford Motor Company September 1998 - August 2004
Skills
Automotive, Advertising, Advertising Sales, Online Marketing, Online Advertising, Business Development, Strategic Planning, Sales Management, New Business Development, Digital Media, Integrated Marketing, Digital Strategy, Sales, Marketing Strategy, Digital Marketing, Marketing
Education
The Ohio State University Fisher College of Business 1994 — 1998
BSBA, Marketing
Jean Boiteux Jean Boiteux's Phoenix American Experience August 2000 - January 2002
Job IT Helpdesk Supervisor at MasTec
Industry Information Technology and Services
Experience
MasTec June 2012 - Present
SDSol Technologies April 2009 - March 2012
Decision One November 2006 - January 2009
Eliptek Consulting May 2003 - December 2003
United Automotive Insurance Group February 2002 - November 2002
Phoenix American August 2000 - January 2002
The Answer Group November 1999 - August 2000
CPT of South Florida January 1998 - April 1998
Skills
Help Desk Support, Troubleshooting, Microsoft Exchange, Hardware, Windows Server, Active Directory, Network Administration, Firewalls, Data Center, Remote Desktop, Team Building, Microsoft Office, Project Management, VPN, Teaching, Training, Blackberry Enterprise..., Antivirus, Printers, Technical Support, Training Skills, Public Speaking, Mentoring, Laptops, Help Desk Management, Web Project Management, Remote Support, Professional Mentoring, Mentoring Of Staff, Symantec Endpoint..., Norton Ghost, Checkpoint, Malwarebytes, Cisco VoIP, DNS management, Exchange ActiveSync, TeamViewer, LogMeIn, Enterprise Vault, WDS, Remote Administration, Barracuda Spam Firewall, Sonicwall, Web Hosting, Email Hosting, Managed Hosting, Quest vWorkspace, PMP
Education
American InterContinental University-South Florida 2002 — 2003
Bachelor's degree, Information Technology
ITT Technical Institute-Miami 2000 — 2002
Associate's degree, Information Technology
MasTec June 2012 - Present
SDSol Technologies April 2009 - March 2012
Decision One November 2006 - January 2009
Eliptek Consulting May 2003 - December 2003
United Automotive Insurance Group February 2002 - November 2002
Phoenix American August 2000 - January 2002
The Answer Group November 1999 - August 2000
CPT of South Florida January 1998 - April 1998
Skills
Help Desk Support, Troubleshooting, Microsoft Exchange, Hardware, Windows Server, Active Directory, Network Administration, Firewalls, Data Center, Remote Desktop, Team Building, Microsoft Office, Project Management, VPN, Teaching, Training, Blackberry Enterprise..., Antivirus, Printers, Technical Support, Training Skills, Public Speaking, Mentoring, Laptops, Help Desk Management, Web Project Management, Remote Support, Professional Mentoring, Mentoring Of Staff, Symantec Endpoint..., Norton Ghost, Checkpoint, Malwarebytes, Cisco VoIP, DNS management, Exchange ActiveSync, TeamViewer, LogMeIn, Enterprise Vault, WDS, Remote Administration, Barracuda Spam Firewall, Sonicwall, Web Hosting, Email Hosting, Managed Hosting, Quest vWorkspace, PMP
Education
American InterContinental University-South Florida 2002 — 2003
Bachelor's degree, Information Technology
ITT Technical Institute-Miami 2000 — 2002
Associate's degree, Information Technology
Freddy Barias Freddy Barias's Phoenix American Experience June 1996 - April 1998
Job Crew Pay Supervisor at Spirit Airlines
Industry Airlines/Aviation
Experience
Spirit Airlines January 2001 - Present
Arrow Cargo May 1998 - October 2004
Phoenix American June 1996 - April 1998
Travel Marketing Consultants September 1991 - October 1996
King's Plumbing Service Inc March 1982 - August 1991
Skills
Computer Hardware, Computer Maintenance, Aviation Operations, Travel Planning, Staff Supervision, Aviation, Commercial Aviation, Airlines, Airports, Flights, Flight Safety, Civil Aviation, Aircraft, Charter, Aerospace, Aircraft Maintenance, Airline Management, Flight Planning, Management, Operations Management, Piloting
Education
ITT Technical Institute-Miami 2004 — 2006
Associate of Science (A.S.), Computer Engineering
Miami Dade College 1982 — 1984
Associate's degree, Business Administration and Management, General
Spirit Airlines January 2001 - Present
Arrow Cargo May 1998 - October 2004
Phoenix American June 1996 - April 1998
Travel Marketing Consultants September 1991 - October 1996
King's Plumbing Service Inc March 1982 - August 1991
Skills
Computer Hardware, Computer Maintenance, Aviation Operations, Travel Planning, Staff Supervision, Aviation, Commercial Aviation, Airlines, Airports, Flights, Flight Safety, Civil Aviation, Aircraft, Charter, Aerospace, Aircraft Maintenance, Airline Management, Flight Planning, Management, Operations Management, Piloting
Education
ITT Technical Institute-Miami 2004 — 2006
Associate of Science (A.S.), Computer Engineering
Miami Dade College 1982 — 1984
Associate's degree, Business Administration and Management, General
David Montenegro David Montenegro's Phoenix American Experience November 2000 - October 2003
Job Investigator at Silent Sentinel Investigations
Industry Information Services
Experience
Silent Sentinel Investigations September 2010 - Present
U.S. Security Associates, Inc. February 2013 - September 2014
USIS February 2012 - April 2012
State of Florida October 2006 - October 2011
Assurant Solutions November 2003 - October 2006
Phoenix American November 2000 - October 2003
Doral Golf Resort March 1993 - October 1997
Skills
Strategic Planning, Analysis, Negotiation, Team Building, Training, Operations Management, Policy, Customer Service, Program Management, New Business Development, Research, Leadership Development, Organizational..., Contract Negotiation, Public Safety, Cpr Certified, AED, Security, Security Clearance, Social Networking, Risk Assessment, Risk Management, Investigation, Surveillance, Insurance, Compliance, Legal Compliance, State Government, Federal Government, Personnel Management, Personal Training, Personal Development, Performance Management, Budgets
Education
U.S.I.S Training Centers 2012 — 2012
Technical Certification, Analytical Investigations
Allstate Training Academy 2011 — 2011
Security & Tactical Certifications, Security and Loss Prevention Services
American Institute for CPCU (AICPCU) & Insurance Institute of America (IIA) 2004 — 2005
Technical Certification, Property and Casualty
Florida Career College-Miami 1998 — 2000
Associate of Science (AS), Computer Science
Silent Sentinel Investigations September 2010 - Present
U.S. Security Associates, Inc. February 2013 - September 2014
USIS February 2012 - April 2012
State of Florida October 2006 - October 2011
Assurant Solutions November 2003 - October 2006
Phoenix American November 2000 - October 2003
Doral Golf Resort March 1993 - October 1997
Skills
Strategic Planning, Analysis, Negotiation, Team Building, Training, Operations Management, Policy, Customer Service, Program Management, New Business Development, Research, Leadership Development, Organizational..., Contract Negotiation, Public Safety, Cpr Certified, AED, Security, Security Clearance, Social Networking, Risk Assessment, Risk Management, Investigation, Surveillance, Insurance, Compliance, Legal Compliance, State Government, Federal Government, Personnel Management, Personal Training, Personal Development, Performance Management, Budgets
Education
U.S.I.S Training Centers 2012 — 2012
Technical Certification, Analytical Investigations
Allstate Training Academy 2011 — 2011
Security & Tactical Certifications, Security and Loss Prevention Services
American Institute for CPCU (AICPCU) & Insurance Institute of America (IIA) 2004 — 2005
Technical Certification, Property and Casualty
Florida Career College-Miami 1998 — 2000
Associate of Science (AS), Computer Science
Laurie Nardone, CFP®'s Phoenix American Experience 1988 - 1994
Job Principal at Shira Ridge Wealth Management
Industry Financial Services
Experience
Shira Ridge Wealth Management May 2015 - Present
Shira Ridge Wealth Management January 2000 - Present
Genworth Financial Wealth Management April 2000 - September 2012
FPASF 2005 - 2010
Loring Ward October 1997 - April 2000
PLM Securities June 1994 - October 1996
Phoenix American 1988 - 1994
Phoenix American October 1979 - June 1988
Skills
Investment Management, Personal Financial..., Long-term Care, Investments, Strategic Financial..., Financial Education, Financial Advisory, Securities, Licensed Life Insurance..., Insurance, Finance, Investment Advisory, Retirement Planning, FINRA, Mutual Funds, Marketing, Strategy, Alternative Investments
Education
Stetson University 1973 — 1977
Bachelor of Science, Accounting
Shira Ridge Wealth Management May 2015 - Present
Shira Ridge Wealth Management January 2000 - Present
Genworth Financial Wealth Management April 2000 - September 2012
FPASF 2005 - 2010
Loring Ward October 1997 - April 2000
PLM Securities June 1994 - October 1996
Phoenix American 1988 - 1994
Phoenix American October 1979 - June 1988
Skills
Investment Management, Personal Financial..., Long-term Care, Investments, Strategic Financial..., Financial Education, Financial Advisory, Securities, Licensed Life Insurance..., Insurance, Finance, Investment Advisory, Retirement Planning, FINRA, Mutual Funds, Marketing, Strategy, Alternative Investments
Education
Stetson University 1973 — 1977
Bachelor of Science, Accounting
Orlando Briceno Orlando Briceno's Phoenix American Experience October 2010 - July 2011
Job President at BD GUIDANCE INC
Industry Information Technology and Services
Experience
BD GUIDANCE INC January 2009 - Present
Jose Orlando Briceno - CPA - MST June 2001 - November 2011
Phoenix American October 2010 - July 2011
Encirq Corporation January 2006 - October 2010
Fox Technologies May 2005 - December 2005
Crushpad January 2005 - May 2005
Black Pearl, Inc. June 2003 - December 2004
Financials & Accounting 2002 - 2004
Magic Supplies, Inc. December 1996 - April 2000
Stanley Tools - Colombia October 1990 - December 1995
Skills
Forecasting, Revenue Recognition, Consolidation, IFRS, SAP, US GAAP, SOX, Foreign Currency, Stock Compensation, Cost Basis Reporting, Business Planning, Internal Controls, Cost Reduction..., Auditing, Cap Tables, 123R, FIN 48, international taxation, Transfer Pricing, Multilingual, Risk Analysis, Treasury Management, Teamwork, Due Diligence, Insurance, Project Management, Business Modeling, CPA, MST, Cost Accounting, Corporate Tax, CAP, Sarbanes-Oxley Act, Finance, Financial Analysis, QuickBooks, International Tax, Strategic Financial..., Tax, Accounting, Financial Planning, GAAP, Start-ups
Education
Golden Gate University 2009 — 2010
Master of Science in Taxation, Corporate & International Taxation
Universidad ICESI 1993 — 1994
BA, Top Management International Business
Universidad Central (CO) 1980 — 1985
BA, Public Accounting
BD GUIDANCE INC January 2009 - Present
Jose Orlando Briceno - CPA - MST June 2001 - November 2011
Phoenix American October 2010 - July 2011
Encirq Corporation January 2006 - October 2010
Fox Technologies May 2005 - December 2005
Crushpad January 2005 - May 2005
Black Pearl, Inc. June 2003 - December 2004
Financials & Accounting 2002 - 2004
Magic Supplies, Inc. December 1996 - April 2000
Stanley Tools - Colombia October 1990 - December 1995
Skills
Forecasting, Revenue Recognition, Consolidation, IFRS, SAP, US GAAP, SOX, Foreign Currency, Stock Compensation, Cost Basis Reporting, Business Planning, Internal Controls, Cost Reduction..., Auditing, Cap Tables, 123R, FIN 48, international taxation, Transfer Pricing, Multilingual, Risk Analysis, Treasury Management, Teamwork, Due Diligence, Insurance, Project Management, Business Modeling, CPA, MST, Cost Accounting, Corporate Tax, CAP, Sarbanes-Oxley Act, Finance, Financial Analysis, QuickBooks, International Tax, Strategic Financial..., Tax, Accounting, Financial Planning, GAAP, Start-ups
Education
Golden Gate University 2009 — 2010
Master of Science in Taxation, Corporate & International Taxation
Universidad ICESI 1993 — 1994
BA, Top Management International Business
Universidad Central (CO) 1980 — 1985
BA, Public Accounting
Jai Ojha Jai Ojha's Phoenix American Experience June 2010 - March 2011
Job Systems Support Specialist at PraderWilli Syndrome Association
Industry Computer Software
Experience
Prader-Willi Syndrome Association April 2013 - Present
Jackson Hewitt November 2012 - April 2013
San Rafael Public Library September 2009 - January 2013
Phoenix American June 2010 - March 2011
Kitchen Works June 2006 - March 2009
Kitchen Works June 2006 - March 2009
Wollborg/Michelson January 2004 - January 2006
Community Action Partnership of Sonoma County April 2002 - April 2004
Merksamer, LLP January 2000 - January 2002
GreenPoint Mortgage 1998 - 2000
Skills
Troubleshooting, Project Management, System Administration, Networking, Leadership, Accounts Payable, FTP, Data Entry, WAN, Database Administration, Internet Explorer, Materials Management, Eudora, WinZip, Access, Microsoft Office, Customer Service, Microsoft Excel, Research, Visio, Management, OS X, Integration, Training, Process Scheduler
Education
Laney College 2012 — 2012
Project Management and Construction Cost Estimating
Prader-Willi Syndrome Association April 2013 - Present
Jackson Hewitt November 2012 - April 2013
San Rafael Public Library September 2009 - January 2013
Phoenix American June 2010 - March 2011
Kitchen Works June 2006 - March 2009
Kitchen Works June 2006 - March 2009
Wollborg/Michelson January 2004 - January 2006
Community Action Partnership of Sonoma County April 2002 - April 2004
Merksamer, LLP January 2000 - January 2002
GreenPoint Mortgage 1998 - 2000
Skills
Troubleshooting, Project Management, System Administration, Networking, Leadership, Accounts Payable, FTP, Data Entry, WAN, Database Administration, Internet Explorer, Materials Management, Eudora, WinZip, Access, Microsoft Office, Customer Service, Microsoft Excel, Research, Visio, Management, OS X, Integration, Training, Process Scheduler
Education
Laney College 2012 — 2012
Project Management and Construction Cost Estimating
SHAYNE COLLINS SHAYNE COLLINS's Phoenix American Experience August 2012 - Present
Job Investor Services Rep at Phoenix American Financial Services
Industry Financial Services
Experience
Phoenix American Financial Services April 2014 - Present
Phoenix American August 2012 - Present
Staffing Agencies-various January 2009 - September 2012
Innovative Art April 2008 - December 2008
Portal Publications, Ltd. June 2002 - April 2007
Portal Publications, Ltd. December 1998 - June 2002
Skills
Customer Service, Switchboard Operator, Accounts Receivable, Lotus Notes, Microsoft Office, Team Building, Time Management, Marketing, Administrative..., Outlook, Microsoft Excel, Software Documentation, Microsoft Word, Access
Education
University of Nevada-Las Vegas
Bachelor of Arts, Social Work
Phoenix American Financial Services April 2014 - Present
Phoenix American August 2012 - Present
Staffing Agencies-various January 2009 - September 2012
Innovative Art April 2008 - December 2008
Portal Publications, Ltd. June 2002 - April 2007
Portal Publications, Ltd. December 1998 - June 2002
Skills
Customer Service, Switchboard Operator, Accounts Receivable, Lotus Notes, Microsoft Office, Team Building, Time Management, Marketing, Administrative..., Outlook, Microsoft Excel, Software Documentation, Microsoft Word, Access
Education
University of Nevada-Las Vegas
Bachelor of Arts, Social Work
Melissa Delisi's Phoenix American Experience October 2006 - Present
Job at
Industry Insurance
Experience
Lakewood Organic Juices April 2013 - Present
Phoenix American October 2006 - Present
Trias Flowers 2012 - 2012
Cardif Insurance February 2005 - February 2006
Assurant September 1999 - January 2005
Skills
Customer Service, Insurance
Education
Florida International University 2005 — 2009
Bachelor of Science (B.S.), Criminal Justice
Lakewood Organic Juices April 2013 - Present
Phoenix American October 2006 - Present
Trias Flowers 2012 - 2012
Cardif Insurance February 2005 - February 2006
Assurant September 1999 - January 2005
Skills
Customer Service, Insurance
Education
Florida International University 2005 — 2009
Bachelor of Science (B.S.), Criminal Justice
Subramanian Rajeev, PMP Subramanian Rajeev, PMP's Phoenix American Experience June 1998 - May 2005
Job Chairman and CEO at Akayam LLC
Industry Real Estate
Experience
Akayam LLC September 2013 - Present
UST Global July 2013 - August 2013
IBM May 2013 - June 2013
Zanett Commercial Solutions July 2012 - January 2013
Hewlett-Packard October 2011 - March 2012
Wipro November 2010 - April 2011
RCM Technologies February 2008 - January 2010
Iron Mountain May 2005 - May 2007
Phoenix American June 1998 - May 2005
Skills
Project Management, Consulting, SDLC, Strategic Planning, Vendor Management, Team Building, Information Technology, Business Intelligence, Disaster Recovery, Contract Negotiation, Sourcing, New Business Development, Architecture, Requirements Analysis, ERP, MS Project, Account Management, Program Management, Business Analysis, Staff Augmentation, Cloud Computing, Oracle, Oracle E-Business Suite, Integration
Education
Hawaii Pacific University 1996 — 1998
Master of Business Administration (MBA), Finance and Information Systems, Honors
SUNY at Buffalo 1989 — 1991
Master of Architecture (M.Arch.), Architecture - Enegry Conscious and Coumputer-Aided Design
University of Mumbai 1985 — 1989
Bachelor of Architecture (B.Arch.), Architecture
Akayam LLC September 2013 - Present
UST Global July 2013 - August 2013
IBM May 2013 - June 2013
Zanett Commercial Solutions July 2012 - January 2013
Hewlett-Packard October 2011 - March 2012
Wipro November 2010 - April 2011
RCM Technologies February 2008 - January 2010
Iron Mountain May 2005 - May 2007
Phoenix American June 1998 - May 2005
Skills
Project Management, Consulting, SDLC, Strategic Planning, Vendor Management, Team Building, Information Technology, Business Intelligence, Disaster Recovery, Contract Negotiation, Sourcing, New Business Development, Architecture, Requirements Analysis, ERP, MS Project, Account Management, Program Management, Business Analysis, Staff Augmentation, Cloud Computing, Oracle, Oracle E-Business Suite, Integration
Education
Hawaii Pacific University 1996 — 1998
Master of Business Administration (MBA), Finance and Information Systems, Honors
SUNY at Buffalo 1989 — 1991
Master of Architecture (M.Arch.), Architecture - Enegry Conscious and Coumputer-Aided Design
University of Mumbai 1985 — 1989
Bachelor of Architecture (B.Arch.), Architecture
Caroline Hynes-Marino Caroline Hynes-Marino's Phoenix American Experience 1999 - 2000
Job Independent Bookkeeper
Industry Accounting
Experience
Don L Wilson, DDS, MSD June 2012 - Present
Kaleidoscope June 2012 - Present
Powerhouse Building, Inc March 2004 - Present
Alan Hynes Construction September 2000 - Present
Independent Bookkeeper January 2000 - Present
Phoenix American 1999 - 2000
Phoenix Leasing, Inc March 1990 - October 1999
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Microsoft Excel, Bookkeeping, Accounting, Invoicing, Outlook, Microsoft Word, Account Reconciliation, 10 Key, Spreadsheets, Office Management, General Ledger, Financial Reporting, PowerPoint, Access, Teamwork, Data Entry, Time Management, Financial Accounting, Records Management, Filing, Administrative..., Payroll Taxes, Expenses, Journal Entries, Dropbox, Team Building, Cloud Computing, Interpersonal..., Adobe Acrobat, Leadership, TeamViewer, Training, Management, Auditing, Excel, Word, Jing Software, CCC Confer, Adobe Acrobat Pro X, Webex Remote Access, Problem Solving, A/P Supervisor, Meeting Deadlines, Typing 65 WPM, QuickBooks Online, Microsoft Office
Education
Santa Rosa Junior College 2007 — 2012
Career Certificate, Administrative Assistant
Santa Rosa Junior College 2007 — 2012
Career Certificate, Bookkeeper
Don L Wilson, DDS, MSD June 2012 - Present
Kaleidoscope June 2012 - Present
Powerhouse Building, Inc March 2004 - Present
Alan Hynes Construction September 2000 - Present
Independent Bookkeeper January 2000 - Present
Phoenix American 1999 - 2000
Phoenix Leasing, Inc March 1990 - October 1999
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Microsoft Excel, Bookkeeping, Accounting, Invoicing, Outlook, Microsoft Word, Account Reconciliation, 10 Key, Spreadsheets, Office Management, General Ledger, Financial Reporting, PowerPoint, Access, Teamwork, Data Entry, Time Management, Financial Accounting, Records Management, Filing, Administrative..., Payroll Taxes, Expenses, Journal Entries, Dropbox, Team Building, Cloud Computing, Interpersonal..., Adobe Acrobat, Leadership, TeamViewer, Training, Management, Auditing, Excel, Word, Jing Software, CCC Confer, Adobe Acrobat Pro X, Webex Remote Access, Problem Solving, A/P Supervisor, Meeting Deadlines, Typing 65 WPM, QuickBooks Online, Microsoft Office
Education
Santa Rosa Junior College 2007 — 2012
Career Certificate, Administrative Assistant
Santa Rosa Junior College 2007 — 2012
Career Certificate, Bookkeeper
Ami Lopes's Phoenix American Experience January 2012 - June 2014
Job Client Sales Consultant & Business Development at Phoenix American Financial Services
Industry Financial Services
Experience
Phoenix American Financial Services June 2014 - Present
Phoenix American Financial Services January 2013 - Present
Phoenix American January 2012 - June 2014
Skills
Sales, Customer Service, New Business Development, Marketing, Microsoft Excel, Salesforce.com, Business Development, Strategic Planning, CRM, Microsoft Office, Administrative Office..., Investments, Asset Management, Alternative Investments
Education
California State University-Sacramento
Bachelor of Business Administration (BBA), Entrepreneurship & Marketing
Santa Rosa Junior College 2004 — 2013
Associate in Arts, Liberal Arts and Sciences/Liberal Studies
Phoenix American Financial Services June 2014 - Present
Phoenix American Financial Services January 2013 - Present
Phoenix American January 2012 - June 2014
Skills
Sales, Customer Service, New Business Development, Marketing, Microsoft Excel, Salesforce.com, Business Development, Strategic Planning, CRM, Microsoft Office, Administrative Office..., Investments, Asset Management, Alternative Investments
Education
California State University-Sacramento
Bachelor of Business Administration (BBA), Entrepreneurship & Marketing
Santa Rosa Junior College 2004 — 2013
Associate in Arts, Liberal Arts and Sciences/Liberal Studies
Erika Morales Erika Morales's Phoenix American Experience June 2008 - June 2010
Job Administrative Assistant at Covidien
Industry Government Administration
Experience
Covidien February 2013 - Present
USDA June 2010 - January 2013
Phoenix American June 2008 - June 2010
Panda Kitchen & Bath 2006 - 2008
Skills
Research, Sustainable Agriculture, Microsoft Office, Ecology, Customer Service, Management, Government..., Environmental Studies, Bilingual-English/Spanis..., Time Management, Access, Editing, Human Resources
Education
Florida International University 2006 — 2010
Bachelor's degree, Environmental Science, University
Covidien February 2013 - Present
USDA June 2010 - January 2013
Phoenix American June 2008 - June 2010
Panda Kitchen & Bath 2006 - 2008
Skills
Research, Sustainable Agriculture, Microsoft Office, Ecology, Customer Service, Management, Government..., Environmental Studies, Bilingual-English/Spanis..., Time Management, Access, Editing, Human Resources
Education
Florida International University 2006 — 2010
Bachelor's degree, Environmental Science, University
Joseph Pis's Phoenix American Experience March 2008 - November 2009
Job Senior Product Manager/SEM Specialist
Industry Information Technology and Services
Experience
Showroom Logic January 2013 - Present
Paktolus ITS, LLC March 2011 - January 2013
Allstate March 2011 - August 2011
Phoenix American March 2008 - November 2009
Fran Auto Parts March 2003 - July 2005
Skills
Customer Service, Negotiation, Purchasing, Technical Support, Circuit Analysis, Access, Microsoft Office, Project Management, Troubleshooting, Insurance, SQL, Risk Management, Microsoft Excel, Security, Accounting, Budgets, Project Planning, Cloud Computing, Management, Software Documentation, Salesforce.com, Vendor Management, IT Service Management, Online Advertising, Leadership, CRM, Account Management, Sales, Customer Satisfaction, Sales Operations, Customer Retention, Marketing Strategy, New Business Development, E-commerce, Business Development, Sales Management, Social Media Marketing, Sales Process, Lead Generation, SEM, Cold Calling, Sales Presentations, Display Advertising, Digital Marketing, PPC, Client Relations, Google Adwords
Education
Miami Dade College 2005 — 2009
Bachelor, Computer Science
Miami Lakes Educational Center 2001 — 2005
Computer Programming Vocational, Computer Programming
Showroom Logic January 2013 - Present
Paktolus ITS, LLC March 2011 - January 2013
Allstate March 2011 - August 2011
Phoenix American March 2008 - November 2009
Fran Auto Parts March 2003 - July 2005
Skills
Customer Service, Negotiation, Purchasing, Technical Support, Circuit Analysis, Access, Microsoft Office, Project Management, Troubleshooting, Insurance, SQL, Risk Management, Microsoft Excel, Security, Accounting, Budgets, Project Planning, Cloud Computing, Management, Software Documentation, Salesforce.com, Vendor Management, IT Service Management, Online Advertising, Leadership, CRM, Account Management, Sales, Customer Satisfaction, Sales Operations, Customer Retention, Marketing Strategy, New Business Development, E-commerce, Business Development, Sales Management, Social Media Marketing, Sales Process, Lead Generation, SEM, Cold Calling, Sales Presentations, Display Advertising, Digital Marketing, PPC, Client Relations, Google Adwords
Education
Miami Dade College 2005 — 2009
Bachelor, Computer Science
Miami Lakes Educational Center 2001 — 2005
Computer Programming Vocational, Computer Programming
Christina Coy Christina Coy's Phoenix American Experience August 2011 - November 2011
Job Human Resource Team Member
Industry Retail
Experience
Target June 2014 - Present
Target October 2009 - Present
Phoenix American August 2011 - November 2011
Landmark Precast, LLC June 2007 - August 2009
Skills
Merchandising, Retail, Retail Sales, Time Management, Customer Service, Facebook, PowerPoint, Data Entry, Training, Payroll, Recruiting, Employee Benefits, Human Resources, Communication, Microsoft Office, Microsoft Excel, Teamwork, Interviews
Education
Florida International University 2006 — 2011
Bachelor of Business Administration, Human Resource Management and Business Management
Florida International University - College of Business
Bachelor of Business Administration (BBA), Human Resource Management and Business Management
Target June 2014 - Present
Target October 2009 - Present
Phoenix American August 2011 - November 2011
Landmark Precast, LLC June 2007 - August 2009
Skills
Merchandising, Retail, Retail Sales, Time Management, Customer Service, Facebook, PowerPoint, Data Entry, Training, Payroll, Recruiting, Employee Benefits, Human Resources, Communication, Microsoft Office, Microsoft Excel, Teamwork, Interviews
Education
Florida International University 2006 — 2011
Bachelor of Business Administration, Human Resource Management and Business Management
Florida International University - College of Business
Bachelor of Business Administration (BBA), Human Resource Management and Business Management
Jim Fye Jim Fye's Phoenix American Experience November 2003 - April 2005
Job Program Manager Instructional Design at WilliamsSonoma, Inc.
Industry Retail
Experience
Williams-Sonoma, Inc. May 2005 - Present
Williams-Sonoma, Inc. 2005 - 2013
Phoenix American November 2003 - April 2005
Williams-Sonoma, Inc. June 2003 - November 2003
Oracle January 2001 - May 2003
Phoenix American April 1988 - December 2000
Bank of America July 1981 - October 1987
Education
University of Arizona 1971 — 1975
Williams-Sonoma, Inc. May 2005 - Present
Williams-Sonoma, Inc. 2005 - 2013
Phoenix American November 2003 - April 2005
Williams-Sonoma, Inc. June 2003 - November 2003
Oracle January 2001 - May 2003
Phoenix American April 1988 - December 2000
Bank of America July 1981 - October 1987
Education
University of Arizona 1971 — 1975
Vincent Fleming Vincent Fleming's Phoenix American Experience 1990 - 1997
Job DVM Candidate UC Davis, class of 2016 | exsoftware CFO
Industry Veterinary
Experience
Digital Fuel Technologies January 2005 - July 2011
Laszlo Systems, Inc. May 2003 - May 2004
Epicentric, Inc. February 2000 - February 2003
Attest Systems 1998 - 1999
Phoenix American 1990 - 1997
Skills
Start-ups, SaaS, Management, Mergers & Acquisitions, Strategic Partnerships, Cloud Computing, Strategy, Finance, Solution Selling, Salesforce.com, Intellectual Property, Accounting, IPO, Private Equity, Business Intelligence, Mergers, Corporate Finance, Negotiation, Enterprise Software, Professional Services, Veterinary Medicine
Education
University of California, Davis - School of Veterinary Medicine 2012 — 2016
Doctor of Veterinary Medicine, Small/Companion Animal Surgery and Medicine
Tulane University - A.B. Freeman School of Business 1988 — 1990
MBA, Finance
Duke University 1984 — 1987
BA, Economics & Philosophy
Digital Fuel Technologies January 2005 - July 2011
Laszlo Systems, Inc. May 2003 - May 2004
Epicentric, Inc. February 2000 - February 2003
Attest Systems 1998 - 1999
Phoenix American 1990 - 1997
Skills
Start-ups, SaaS, Management, Mergers & Acquisitions, Strategic Partnerships, Cloud Computing, Strategy, Finance, Solution Selling, Salesforce.com, Intellectual Property, Accounting, IPO, Private Equity, Business Intelligence, Mergers, Corporate Finance, Negotiation, Enterprise Software, Professional Services, Veterinary Medicine
Education
University of California, Davis - School of Veterinary Medicine 2012 — 2016
Doctor of Veterinary Medicine, Small/Companion Animal Surgery and Medicine
Tulane University - A.B. Freeman School of Business 1988 — 1990
MBA, Finance
Duke University 1984 — 1987
BA, Economics & Philosophy
Alyce Piper Alyce Piper's Phoenix American Experience 1994 - 2000
Job Strategic Account Manager at EllieMae, Inc
Industry Computer Software
Experience
Ellie Mae June 2014 - Present
Panini North America, Inc. May 2010 - May 2014
Dorado Corp April 2004 - January 2010
Compete, Inc 2002 - 2004
One Core Financial 2001 - 2002
Scient 2000 - 2001
Phoenix American 1994 - 2000
Phoenix American Leasing July 1985 - October 1994
Skills
Salesforce.com, Account Management, CRM, Relationship Management, Business Process Design, Web Applications, CMS, SaaS, Enterprise Software, Cloud Computing, Business Development, Sales Management, Selling, Cross-functional Team..., Marketing, Start-ups, Contract Negotiation, Solution Selling, Management, Sales
Education
University of Oregon 1974 — 1978
Bachelor of Science (B.S.)
Ellie Mae June 2014 - Present
Panini North America, Inc. May 2010 - May 2014
Dorado Corp April 2004 - January 2010
Compete, Inc 2002 - 2004
One Core Financial 2001 - 2002
Scient 2000 - 2001
Phoenix American 1994 - 2000
Phoenix American Leasing July 1985 - October 1994
Skills
Salesforce.com, Account Management, CRM, Relationship Management, Business Process Design, Web Applications, CMS, SaaS, Enterprise Software, Cloud Computing, Business Development, Sales Management, Selling, Cross-functional Team..., Marketing, Start-ups, Contract Negotiation, Solution Selling, Management, Sales
Education
University of Oregon 1974 — 1978
Bachelor of Science (B.S.)
Nikolay Sarmadzhiev Nikolay Sarmadzhiev's Phoenix American Experience June 2001 - Present
Job Sr. Software Engeener at SFS
Industry Computer Software
Experience
Phoenix American June 2001 - Present
Manarola Technology February 2001 - May 2001
Rila Solutions April 1999 - January 2001
Strategy Objects January 1998 - May 1999
Skills
Java, C#, SQL, Cloud Computing, XML, Web Services, Linux, MySQL, Mobile Applications, Android SDK, iOS development, Distributed Systems, Programming, Databases, Agile Methodologies, Android, Software Development, SaaS, Blackberry applications, Java Enterprise Edition, .NET, Requirements Analysis, Business Strategy, Unix, C++, Tomcat, Integration, Data Analysis, Enterprise Architecture, Software Engineering, iOS, iPhone Application..., Social Networking Apps, Backend Development, API development, RESTful architecture, JSONP, Java Application..., NDK, GI, Git, Bazaar, KDevelop, Cocoa, TCP/IP
Education
Tehnièeski universitet Sofija 1995 — 2000
Master, Computer Science
ETU "Elektronni Sistemi" 1989 — 1994
Phoenix American June 2001 - Present
Manarola Technology February 2001 - May 2001
Rila Solutions April 1999 - January 2001
Strategy Objects January 1998 - May 1999
Skills
Java, C#, SQL, Cloud Computing, XML, Web Services, Linux, MySQL, Mobile Applications, Android SDK, iOS development, Distributed Systems, Programming, Databases, Agile Methodologies, Android, Software Development, SaaS, Blackberry applications, Java Enterprise Edition, .NET, Requirements Analysis, Business Strategy, Unix, C++, Tomcat, Integration, Data Analysis, Enterprise Architecture, Software Engineering, iOS, iPhone Application..., Social Networking Apps, Backend Development, API development, RESTful architecture, JSONP, Java Application..., NDK, GI, Git, Bazaar, KDevelop, Cocoa, TCP/IP
Education
Tehnièeski universitet Sofija 1995 — 2000
Master, Computer Science
ETU "Elektronni Sistemi" 1989 — 1994
Richard Sardinas's Phoenix American Experience February 2013 - Present
Job Network Administrator at Phoenix American Extended Care
Industry Information Technology and Services
Experience
Phoenix American February 2013 - Present
Beckman Coulter July 2011 - January 2013
Beckman Coulter November 2004 - July 2011
Skills
Active Directory, Troubleshooting, Windows Server, Technical Support, XP, System Deployment, Servers, Laptops, Networking, Windows, System Administration, Network Administration, Computer Hardware, Norton Ghost, Windows 7, Service Desk, TCP/IP, Operating Systems, Outlook, Network Security, Computer Repair, Network Design, Microsoft SQL Server, LAN-WAN, Access, Microsoft Office, Customer Service, Linux, Databases, McAfee, Field Service, Network Architecture, Document Management, OS X, Project Management, Hardware Diagnostics, Crystal Reports, Data Migration, Analysis, Data Analysis, ISO 13485, Microsoft Excel, LDAP, Adobe Acrobat, Computer Maintenance, Cisco Certified, VMware, Windows XP
Education
Nova Southeastern University 2008 — 2011
Masters in Managment Information Technology, Information Technology
Barry University 2000 — 2003
Bachelor's degree, Information Technology
Florida International University 1991 — 1997
Bachelor's degree, Psychology
Phoenix American February 2013 - Present
Beckman Coulter July 2011 - January 2013
Beckman Coulter November 2004 - July 2011
Skills
Active Directory, Troubleshooting, Windows Server, Technical Support, XP, System Deployment, Servers, Laptops, Networking, Windows, System Administration, Network Administration, Computer Hardware, Norton Ghost, Windows 7, Service Desk, TCP/IP, Operating Systems, Outlook, Network Security, Computer Repair, Network Design, Microsoft SQL Server, LAN-WAN, Access, Microsoft Office, Customer Service, Linux, Databases, McAfee, Field Service, Network Architecture, Document Management, OS X, Project Management, Hardware Diagnostics, Crystal Reports, Data Migration, Analysis, Data Analysis, ISO 13485, Microsoft Excel, LDAP, Adobe Acrobat, Computer Maintenance, Cisco Certified, VMware, Windows XP
Education
Nova Southeastern University 2008 — 2011
Masters in Managment Information Technology, Information Technology
Barry University 2000 — 2003
Bachelor's degree, Information Technology
Florida International University 1991 — 1997
Bachelor's degree, Psychology
Barbara J Del Pino's Phoenix American Experience August 1996 - April 1997
Job Product Manager, Corporate Systems at Discovery Communications
Industry Information Technology and Services
Experience
Discovery Communications July 2012 - Present
Discovery Communications March 2010 - July 2012
Discovery Communications February 2000 - March 2010
Robert Half Technology April 1999 - February 2000
Olympus April 1997 - April 1999
Phoenix American August 1996 - April 1997
Skills
Software Project..., ITIL, Vendor Management, Program Management, Integration, Project Portfolio..., SDLC, IT Strategy, Enterprise Architecture, Project Management, PMP, Agile Methodologies, IT Management, Requirements Analysis, Agile Project Management, Management, Process Improvement, Digital Media, Business Analysis, Social Media, Product Management, Strategic Planning, Strategy, Team Leadership, Television, Broadcast, Marketing, Video Production, New Media, Cross-functional Team...
Education
Nova Southeastern University 1989 — 1991
Masters of Science (MS), MCAM
Discovery Communications July 2012 - Present
Discovery Communications March 2010 - July 2012
Discovery Communications February 2000 - March 2010
Robert Half Technology April 1999 - February 2000
Olympus April 1997 - April 1999
Phoenix American August 1996 - April 1997
Skills
Software Project..., ITIL, Vendor Management, Program Management, Integration, Project Portfolio..., SDLC, IT Strategy, Enterprise Architecture, Project Management, PMP, Agile Methodologies, IT Management, Requirements Analysis, Agile Project Management, Management, Process Improvement, Digital Media, Business Analysis, Social Media, Product Management, Strategic Planning, Strategy, Team Leadership, Television, Broadcast, Marketing, Video Production, New Media, Cross-functional Team...
Education
Nova Southeastern University 1989 — 1991
Masters of Science (MS), MCAM
Arun Nagashetti's Phoenix American Experience January 2009 - Present
Job Architect (Microsoft Technologies) at Phoenix American Inc.
Industry Computer Software
Experience
Phoenix American January 2009 - Present
Skills
.NET, Microsoft SQL Server, Agile Methodologies, WCF, SQL, C#, Enterprise Architecture, Oracle, SDLC, XML, Java, Requirements Analysis
Education
Karnatak University 1996 — 2000
Phoenix American January 2009 - Present
Skills
.NET, Microsoft SQL Server, Agile Methodologies, WCF, SQL, C#, Enterprise Architecture, Oracle, SDLC, XML, Java, Requirements Analysis
Education
Karnatak University 1996 — 2000
Marj Hansen's Phoenix American Experience July 2000 - January 2002
Job Asst Vice President, Senior Accountant at Headlands Asset Management LLC
Industry Financial Services
Experience
Headlands Asset Management LLC January 2009 - Present
Paul Financial LLC June 2003 - December 2008
Phoenix American July 2000 - January 2002
GreenPoint Mortgage 1998 - 2000
GreenPoint Mortgage/Headlands Mortgage 1993 - 2000
Headlands Mortgage Co. 1993 - 2000
First California Mortgage Co 1988 - 1993
Skills
Loan Origination, Mortgage Banking, Credit Analysis, Mortgage Lending, Account Reconciliation, Management, Banking, QuickBooks, Human Resources, Training, Access
Education
Sonoma State University 2003 — 2005
BS, Business (Accounting)
College of Marin 2001 — 2003
AA/AS, Business & Liberal Arts
San Rafael High School 1965 — 1969
College Prep
Headlands Asset Management LLC January 2009 - Present
Paul Financial LLC June 2003 - December 2008
Phoenix American July 2000 - January 2002
GreenPoint Mortgage 1998 - 2000
GreenPoint Mortgage/Headlands Mortgage 1993 - 2000
Headlands Mortgage Co. 1993 - 2000
First California Mortgage Co 1988 - 1993
Skills
Loan Origination, Mortgage Banking, Credit Analysis, Mortgage Lending, Account Reconciliation, Management, Banking, QuickBooks, Human Resources, Training, Access
Education
Sonoma State University 2003 — 2005
BS, Business (Accounting)
College of Marin 2001 — 2003
AA/AS, Business & Liberal Arts
San Rafael High School 1965 — 1969
College Prep
Diane Almodovar's Phoenix American Experience November 1998 - November 2000
Job IT Project Officer at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial IT Project OfficerSun Life FinancialJune 2007 - Present
Genworth Financial December 2002 - June 2007
Genworth Financial November 2000 - November 2002
Phoenix American November 1998 - November 2000
Phoenix American June 1996 - November 1998
Phoenix American June 1990 - June 1996
Phoenix American January 1987 - June 1990
Phoenix American April 1986 - June 1990
Education
University of Connecticut 1981 — 1985
BS, Finance
Sun Life Financial IT Project OfficerSun Life FinancialJune 2007 - Present
Genworth Financial December 2002 - June 2007
Genworth Financial November 2000 - November 2002
Phoenix American November 1998 - November 2000
Phoenix American June 1996 - November 1998
Phoenix American June 1990 - June 1996
Phoenix American January 1987 - June 1990
Phoenix American April 1986 - June 1990
Education
University of Connecticut 1981 — 1985
BS, Finance
Margaret Xu's Phoenix American Experience 2006 - 2008
Job Senior Financial Analyst at BD
Industry Computer Networking
Experience
BD 2013 - Present
Equinix 2012 - 2013
Intermolecular 2011 - 2011
Loring Ward 2008 - 2010
Phoenix American 2006 - 2008
Skills
SOX, Fixed Assets, Reconciliation, Accounts Receivable, Financial Analysis, Excel, Accounting, Financial Planning, Microsoft Office, Forecasting, PowerPoint, Word, Internal Controls, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Microsoft Excel
Education
Indiana University - Kelley School of Business
Sun Yat-Sen University
Master, Accounting
University of International Business and Economics
B.S., Accounting
BD 2013 - Present
Equinix 2012 - 2013
Intermolecular 2011 - 2011
Loring Ward 2008 - 2010
Phoenix American 2006 - 2008
Skills
SOX, Fixed Assets, Reconciliation, Accounts Receivable, Financial Analysis, Excel, Accounting, Financial Planning, Microsoft Office, Forecasting, PowerPoint, Word, Internal Controls, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Microsoft Excel
Education
Indiana University - Kelley School of Business
Sun Yat-Sen University
Master, Accounting
University of International Business and Economics
B.S., Accounting
Bradford Bryon's Phoenix American Experience September 1980 - August 2000
Job Financial Analyst at Transworld Systems
Industry Accounting
Experience
Transworld Systems March 2009 - Present
Legacy Marketing Group 2002 - 2007
Masterwork Electronics August 2000 - November 2001
Phoenix American September 1980 - August 2000
Education
Humboldt State University 1978 — 1980
Bachelor of Arts, Mathematics
College of Marin 1975 — 1977
Transworld Systems March 2009 - Present
Legacy Marketing Group 2002 - 2007
Masterwork Electronics August 2000 - November 2001
Phoenix American September 1980 - August 2000
Education
Humboldt State University 1978 — 1980
Bachelor of Arts, Mathematics
College of Marin 1975 — 1977
Andrew Constantin's Phoenix American Experience 2006 - Present
Job Partner at Constantin Partners
Industry Venture Capital & Private Equity
Experience
Phoenix American 2006 - Present
Constantin Partners CO-Founder Wine CelebrationThe V Foundation - Wine Celebration1998 - 2009
PFI 1992 - 1998
Skills
Strategic Partnerships, Start-ups, Mergers & Acquisitions, Investments, Private Equity, Entrepreneurship, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1991
Business
University of Pennsylvania 1986 — 1990
BS, Communications
Phoenix American 2006 - Present
Constantin Partners CO-Founder Wine CelebrationThe V Foundation - Wine Celebration1998 - 2009
PFI 1992 - 1998
Skills
Strategic Partnerships, Start-ups, Mergers & Acquisitions, Investments, Private Equity, Entrepreneurship, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1991
Business
University of Pennsylvania 1986 — 1990
BS, Communications
Alan Clement's Phoenix American Experience March 2010 - Present
Job Print Operations Manager at Phoenix American
Industry Financial Services
Experience
Phoenix American March 2010 - Present
Phoenix American, Inc. April 2000 - March 2010
Education
San Francisco State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Phoenix American March 2010 - Present
Phoenix American, Inc. April 2000 - March 2010
Education
San Francisco State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tony Olivo's Phoenix American Experience August 2010 - Present
Job Director of Business Development at Phoenix American
Industry Financial Services
Experience
Phoenix American August 2010 - Present
Phoenix American August 2009 - August 2010
Phoenix American November 2006 - August 2009
Skills
New Business Development, Enterprise Solution..., Account Management, Sales Presentations, SaaS, Enterprise Technology..., Sales Operations, Enterprise Software, Sales Process, Pipeline Development, Sales Management, Cold Calling, Pipeline Management, Up-selling, Product Development, Outsourced Solutions, Management, Organizational..., Customer Satisfaction, Financial Services, Operations Management, Entrepreneurship, Web-based Systems, Alternative Investments, Fund Administration, Transfer Agency, Investments, REIT, Commodity Pools, BDCs, Business Development, Sales
Education
California State University, Fresno 2002 — 2006
Bachelor of Science, Business Administration - Entrepreneurship
Phoenix American August 2010 - Present
Phoenix American August 2009 - August 2010
Phoenix American November 2006 - August 2009
Skills
New Business Development, Enterprise Solution..., Account Management, Sales Presentations, SaaS, Enterprise Technology..., Sales Operations, Enterprise Software, Sales Process, Pipeline Development, Sales Management, Cold Calling, Pipeline Management, Up-selling, Product Development, Outsourced Solutions, Management, Organizational..., Customer Satisfaction, Financial Services, Operations Management, Entrepreneurship, Web-based Systems, Alternative Investments, Fund Administration, Transfer Agency, Investments, REIT, Commodity Pools, BDCs, Business Development, Sales
Education
California State University, Fresno 2002 — 2006
Bachelor of Science, Business Administration - Entrepreneurship
Alice Kuan's Phoenix American Experience 2003 - 2005
Job
Industry Accounting
Experience
Resources Global Professionals 2007 - Present
North American Title 2005 - 2007
Phoenix American 2003 - 2005
Odenberg, Ullakko, Muranishi & Co 1998 - 2003
Education
Stanford University 2009 — 2009
Professional Certificate, Strategic Risk Management & Decision Analysis
California State University-East Bay
B.S., Business Admin (Acctg & Finance)
California State University-East Bay
MBA, Business Admin (Tax)
Resources Global Professionals 2007 - Present
North American Title 2005 - 2007
Phoenix American 2003 - 2005
Odenberg, Ullakko, Muranishi & Co 1998 - 2003
Education
Stanford University 2009 — 2009
Professional Certificate, Strategic Risk Management & Decision Analysis
California State University-East Bay
B.S., Business Admin (Acctg & Finance)
California State University-East Bay
MBA, Business Admin (Tax)
Brian Aicega's Phoenix American Experience June 2010 - February 2014
Job Client Relationship Director at Phoenix American
Industry Financial Services
Experience
Phoenix American Financial Services February 2014 - Present
Phoenix American June 2010 - February 2014
Patelco Credit Union December 1999 - June 2010
Skills
Customer Service, Account Management, Financial Services, Investments, Accounting, Business Development, Mortgage Lending, Risk Management, Sales, Sales Management, Asset Management, Strategic Planning, Team Building
Education
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration: Marketing and Management
Santa Rosa Junior College 1997 — 2000
Associate of Arts (A.A.), General
Phoenix American Financial Services February 2014 - Present
Phoenix American June 2010 - February 2014
Patelco Credit Union December 1999 - June 2010
Skills
Customer Service, Account Management, Financial Services, Investments, Accounting, Business Development, Mortgage Lending, Risk Management, Sales, Sales Management, Asset Management, Strategic Planning, Team Building
Education
Sonoma State University 2000 — 2002
Bachelor of Science (B.S.), Business Administration: Marketing and Management
Santa Rosa Junior College 1997 — 2000
Associate of Arts (A.A.), General
Cynthia Loe's Phoenix American Experience 1991 - 1995
Job Attorney at Law
Industry Legal Services
Experience
Tomlinson Zisko LLP 1995 - 2003
Phoenix American 1991 - 1995
Pettit & Martin 1984 - 1991
Education
University of California, Hastings College of the Law 1981 — 1984
J.D., Law
University of Washington 1973 — 1978
B.A., Political Science
Tomlinson Zisko LLP 1995 - 2003
Phoenix American 1991 - 1995
Pettit & Martin 1984 - 1991
Education
University of California, Hastings College of the Law 1981 — 1984
J.D., Law
University of Washington 1973 — 1978
B.A., Political Science
Katelyn Farrar's Phoenix American Experience 2014 - Present
Job Investor Relations at Phoenix American
Industry Financial Services
Experience
Phoenix American 2014 - Present
Group Dynamix 2013 - Present
Fellowship Bible Church of Little Rock 2012 - 2013
Skills
Public Speaking, Personal Development, Teaching, Social Media, Leadership Development, Nonprofits, Event Planning, Volunteer Management, Curriculum Development, Fundraising, Community Outreach, Non-profits
Education
Texas A&M University 2007 — 2011
Bachelor of Science (BS), Allied Health
Phoenix American 2014 - Present
Group Dynamix 2013 - Present
Fellowship Bible Church of Little Rock 2012 - 2013
Skills
Public Speaking, Personal Development, Teaching, Social Media, Leadership Development, Nonprofits, Event Planning, Volunteer Management, Curriculum Development, Fundraising, Community Outreach, Non-profits
Education
Texas A&M University 2007 — 2011
Bachelor of Science (BS), Allied Health