Quest Capital Strategies, Inc.
Description
Address: 23832 Rockfield Blvd # 130, Lake Forest, CA 92630 Hours: Closed ⋅ Opens 6:30AM Mon SundayClosedMonday6:30AM–5PMTuesday6:30AM–5PMWednesday6:30AM–5PMThursday6:30AM–5PMFriday6:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 830-4885: : : Category: : : Website: : Place name: Website: https://questcapital.com/ Category: Investment service 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. · Own this business? Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Quest Capital Strategies Inc Posting publicly on the Web Write a review Reviews Be the first to review
Quest Capital Strategies, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Quest Capital Strategies, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Quest Capital Strategies, Inc. Salaries. You can even request information on how much does Quest Capital Strategies, Inc. pay if you want to. Learn about salaries, pros and cons of working for Quest Capital Strategies, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
28 Quest Capital Strategies, Inc. employees in database. Find out everything there's to know about Quest Capital Strategies, Inc. 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.
Quest Capital Strategies, Inc. Employees
Employee
Years
Job
Industry
Gordon W. Lewis, CFP, ChFC Gordon W. Lewis, CFP, ChFC's Quest Capital Strategies, Inc. Experience 2012 - 2015
Job Account Executive at Freedom Financial Network
Industry Financial Services
Experience
Freedom Financial Network January 2015 - Present
San Francisco Professional Career Network April 2013 - Present
Quest Capital Strategies, Inc. 2012 - 2015
SelectQuote Insurance Services 2010 - 2011
JPMorgan Chase 2009 - 2010
Wells Fargo 2004 - 2009
Bank of America 1997 - 2003
Skills
Investments, Portfolio Management, Strategic Financial..., Banking, Mutual Funds, Finance, Investment Advisory, Financial Services, Wealth Management, Financial Advisory, Salesforce.com, Peer-to-peer, Entrepreneurship, Relationship Management, Insurance, Retail Banking, Investment Management, Retirement Planning, Uniform Combined State..., Commercial Lending, Credit, Financial Planning
Education
University of Southern California - Marshall School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Richmond 1983 — 1987
Bachelor of Arts (BA), Economics
Freedom Financial Network January 2015 - Present
San Francisco Professional Career Network April 2013 - Present
Quest Capital Strategies, Inc. 2012 - 2015
SelectQuote Insurance Services 2010 - 2011
JPMorgan Chase 2009 - 2010
Wells Fargo 2004 - 2009
Bank of America 1997 - 2003
Skills
Investments, Portfolio Management, Strategic Financial..., Banking, Mutual Funds, Finance, Investment Advisory, Financial Services, Wealth Management, Financial Advisory, Salesforce.com, Peer-to-peer, Entrepreneurship, Relationship Management, Insurance, Retail Banking, Investment Management, Retirement Planning, Uniform Combined State..., Commercial Lending, Credit, Financial Planning
Education
University of Southern California - Marshall School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Richmond 1983 — 1987
Bachelor of Arts (BA), Economics
Kimberly Rose Kimberly Rose's Quest Capital Strategies, Inc. Experience 1999 - 2006
Job Author, Waiting on the Lord; Promoting Gods Living and Active Word and All Natural Products and Organic Living!
Industry Health, Wellness and Fitness
Experience
Waiting on the Lord October 2003 - Present
Quest Capital Strategies, Inc. 1999 - 2006
Prudential Securities 1992 - 1994
Skills
Music, Investments, Series 7, Singing, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Securities, Equities, Ghostwriting, Alternative Investments, Published Author, Freelance Writing, Poetry, Creative Writing, Social Networking, Blogging, Copywriting, Writing, Public Speaking, Editing, Publishing, Copy Editing, Proofreading, Social Media, Web Content
Education
Miami Dade College 1990 — 1993
Associate's Degree, Major: Broadcasting Journalism Communications Minor: Sociology, 3.56
Florida International University 1990 — 1992
Bachelor of Arts (B.A.), Broadcasting Journalism Communications
John Casablanca's School Of Modeling.
Runway and Make-Up Application
Waiting on the Lord October 2003 - Present
Quest Capital Strategies, Inc. 1999 - 2006
Prudential Securities 1992 - 1994
Skills
Music, Investments, Series 7, Singing, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Securities, Equities, Ghostwriting, Alternative Investments, Published Author, Freelance Writing, Poetry, Creative Writing, Social Networking, Blogging, Copywriting, Writing, Public Speaking, Editing, Publishing, Copy Editing, Proofreading, Social Media, Web Content
Education
Miami Dade College 1990 — 1993
Associate's Degree, Major: Broadcasting Journalism Communications Minor: Sociology, 3.56
Florida International University 1990 — 1992
Bachelor of Arts (B.A.), Broadcasting Journalism Communications
John Casablanca's School Of Modeling.
Runway and Make-Up Application
kevin mceneaney kevin mceneaney's Quest Capital Strategies, Inc. Experience March 2014 - January 2015
Job Financial Consultant at Quest Capital Strategies, Inc.
Industry Financial Services
Experience
Self-employed February 1980 - Present
Quest Capital Strategies, Inc. March 2014 - January 2015
JMP Securities August 2010 - March 2012
Thomas Weisel Partners January 2000 - June 2010
Montgomery Securities March 1997 - January 2000
NatWest Markets April 1992 - February 1997
Paine Webber August 1980 - April 1992
Skills
Series 7, Series 63, Series 24, Equity Research, FINRA, Hedge Funds, Options, Finance, Mutual Funds, Capital Markets, Equities, Fixed Income, Alternative Investments, Bloomberg, Trading
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Self-employed February 1980 - Present
Quest Capital Strategies, Inc. March 2014 - January 2015
JMP Securities August 2010 - March 2012
Thomas Weisel Partners January 2000 - June 2010
Montgomery Securities March 1997 - January 2000
NatWest Markets April 1992 - February 1997
Paine Webber August 1980 - April 1992
Skills
Series 7, Series 63, Series 24, Equity Research, FINRA, Hedge Funds, Options, Finance, Mutual Funds, Capital Markets, Equities, Fixed Income, Alternative Investments, Bloomberg, Trading
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Christian Kruse Christian Kruse's Quest Capital Strategies, Inc. Experience May 2015 - August 2015
Job Financial Planning at SGC Financial & Insurance Services
Industry Financial Services
Experience
SGC Financial & Insurance Services September 2015 - Present
Quest Capital Strategies, Inc. May 2015 - August 2015
Alan J. Blair Personnel Services, Inc. June 2013 - April 2015
San Francisco State University September 2011 - November 2013
Ameriprise Financial Services, Inc. (Minkoff & Associates) May 2013 - June 2013
Ameriprise Financial Services, Inc. (Jordan Miller) January 2011 - April 2011
BNY Mellon June 2004 - June 2008
Citi November 2002 - November 2003
Charles Schwab January 2000 - January 2002
UBS (Formerly Paine Webber) January 1997 - January 1999
Skills
Investments, Strategic Financial..., Bloomberg, Series 7, Portfolio Management, Financial Planning, Thompson One, Microsoft Word, Microsoft Excel, Microsoft Office, Joomla, Life Insurance, Variable Annuities, Indexed Annuities, Index Options, Fixed Income, Fixed Annuities, Stocks, Trading Systems, Mutual Funds, ETFs, Swaps, FX Swaps, Interest Rate..., Retirement Planning, Pension Systems, Personal Pensions, PowerPoint, Portia, ABS, Agency MBS, Munis, US Treasuries, High Yield Bonds, 403 b, 457 Plans, 401k, 401k Rollovers, Naviplan, Forwards, Futures, CDS
Education
San Francisco State University 2011 — 2012
Executive Certificate in Financial Planning, Financial Planning and Services, Passed
Oregon State University 1988 — 1993
Bachelor of Science, Economics
SGC Financial & Insurance Services September 2015 - Present
Quest Capital Strategies, Inc. May 2015 - August 2015
Alan J. Blair Personnel Services, Inc. June 2013 - April 2015
San Francisco State University September 2011 - November 2013
Ameriprise Financial Services, Inc. (Minkoff & Associates) May 2013 - June 2013
Ameriprise Financial Services, Inc. (Jordan Miller) January 2011 - April 2011
BNY Mellon June 2004 - June 2008
Citi November 2002 - November 2003
Charles Schwab January 2000 - January 2002
UBS (Formerly Paine Webber) January 1997 - January 1999
Skills
Investments, Strategic Financial..., Bloomberg, Series 7, Portfolio Management, Financial Planning, Thompson One, Microsoft Word, Microsoft Excel, Microsoft Office, Joomla, Life Insurance, Variable Annuities, Indexed Annuities, Index Options, Fixed Income, Fixed Annuities, Stocks, Trading Systems, Mutual Funds, ETFs, Swaps, FX Swaps, Interest Rate..., Retirement Planning, Pension Systems, Personal Pensions, PowerPoint, Portia, ABS, Agency MBS, Munis, US Treasuries, High Yield Bonds, 403 b, 457 Plans, 401k, 401k Rollovers, Naviplan, Forwards, Futures, CDS
Education
San Francisco State University 2011 — 2012
Executive Certificate in Financial Planning, Financial Planning and Services, Passed
Oregon State University 1988 — 1993
Bachelor of Science, Economics
Frank Strange Frank Strange's Quest Capital Strategies, Inc. Experience January 2012 - September 2013
Job Owner at Image Keepers Photography of Mount Pleasant, SC
Industry Photography
Experience
The Crafters's Network, LLC September 2014 - Present
Image Keepers Photography of Mount Pleasant, SC December 2005 - Present
Quest Capital Strategies, Inc. January 2012 - September 2013
Cantella & Co., Inc. October 1994 - December 2011
Quest Capital Strategies, Inc. August 1989 - October 1994
Middlesex Savings Bank January 1966 - May 1990
Sears, Roebuck and Co. February 1965 - January 1966
Skills
Event Photography, Photography, Fine Art Photography, Photos, Digital Photography, Lightroom, Image Manipulation, Photoshop, Landscaping, Lighting, Infrastructure..., Art, Fine Art, Painting, Creative Direction, Travel Photography
Education
Suffolk University 1982 — 1987
BSBA, Finance, General
Dover-Sherborn Regional High School 1962 — 1964
High School Diploma, High School
The Crafters's Network, LLC September 2014 - Present
Image Keepers Photography of Mount Pleasant, SC December 2005 - Present
Quest Capital Strategies, Inc. January 2012 - September 2013
Cantella & Co., Inc. October 1994 - December 2011
Quest Capital Strategies, Inc. August 1989 - October 1994
Middlesex Savings Bank January 1966 - May 1990
Sears, Roebuck and Co. February 1965 - January 1966
Skills
Event Photography, Photography, Fine Art Photography, Photos, Digital Photography, Lightroom, Image Manipulation, Photoshop, Landscaping, Lighting, Infrastructure..., Art, Fine Art, Painting, Creative Direction, Travel Photography
Education
Suffolk University 1982 — 1987
BSBA, Finance, General
Dover-Sherborn Regional High School 1962 — 1964
High School Diploma, High School
Adam Driggs Adam Driggs's Quest Capital Strategies, Inc. Experience April 2011 - March 2012
Job Experienced Investment Consultant
Industry Food & Beverages
Experience
SBE Entertainment June 2011 - Present
The Bazaar by Jose Andres January 2011 - Present
DAAT January 2009 - Present
Dauman Music January 2009 - Present
Tiger Aspect January 2008 - Present
Caterpillar Logistics Services April 2003 - Present
Quest Capital Strategies, Inc. April 2011 - March 2012
Quest Capital Strategies January 2011 - January 2012
DAAT Asset Management September 2009 - 2011
Premier Party Servers January 2004 - January 2006
Skills
Event Planning, Entertainment, Social Networking, Social Media, Facebook, Event Management, Restaurants, Food & Beverage, Percussion Performance, Percussion, Investments, Value Investing, Growth Investing, Leverage, Music
Education
Lewis University 2002 — 2005
Bachelor of Arts (BA), International Business
Lewis University
B.A, International Business
Illinois State University 2001 — 2002
SBE Entertainment June 2011 - Present
The Bazaar by Jose Andres January 2011 - Present
DAAT January 2009 - Present
Dauman Music January 2009 - Present
Tiger Aspect January 2008 - Present
Caterpillar Logistics Services April 2003 - Present
Quest Capital Strategies, Inc. April 2011 - March 2012
Quest Capital Strategies January 2011 - January 2012
DAAT Asset Management September 2009 - 2011
Premier Party Servers January 2004 - January 2006
Skills
Event Planning, Entertainment, Social Networking, Social Media, Facebook, Event Management, Restaurants, Food & Beverage, Percussion Performance, Percussion, Investments, Value Investing, Growth Investing, Leverage, Music
Education
Lewis University 2002 — 2005
Bachelor of Arts (BA), International Business
Lewis University
B.A, International Business
Illinois State University 2001 — 2002
Rob Kulczycki Rob Kulczycki's Quest Capital Strategies, Inc. Experience April 2015 - June 2015
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica June 2015 - Present
Quest Capital Strategies, Inc. April 2015 - June 2015
Dupage Medical Group May 2010 - August 2010
Highview Capital Management July 2008 - August 2008
Countrywide Home Loans - Bank of America October 2005 - August 2007
Skills
Hold Series 7, Series 7
Education
Arizona State University 2006 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Montini Catholic High School 2002 — 2006
Transamerica June 2015 - Present
Quest Capital Strategies, Inc. April 2015 - June 2015
Dupage Medical Group May 2010 - August 2010
Highview Capital Management July 2008 - August 2008
Countrywide Home Loans - Bank of America October 2005 - August 2007
Skills
Hold Series 7, Series 7
Education
Arizona State University 2006 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Montini Catholic High School 2002 — 2006
Michael H De LAP CFS MST MBA Michael H De LAP CFS MST MBA's Quest Capital Strategies, Inc. Experience August 1992 - February 1997
Job Money Manager
Industry Investment Management
Experience
Securities America Advisors - Equitas America Fin Group March 2002 - Present
EverBank October 2010 - Present
Cambridge Investment Research February 1997 - March 2002
Quest Capital Strategies, Inc. August 1992 - February 1997
Big Boy International July 1986 - January 1993
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Banking, Investment Strategies, Finance, Securities, Insurance, Financial Services, Mergers, Asset Allocation, Financial Advisory, Financial Risk, Wealth Management, Mergers & Acquisitions, Asset Management, Small Business, Investment Advisory, Mortgage Lending, Mutual Funds
Education
Walsh College of Accountancy and Business Administration 1978 — 1982
Taxation Accounting
University of California, Berkeley 1974 — 1977
Tax & Law, Law
Cleary University 1967 — 1974
USC 1964 — 1972
BS BAA, Accounting, Marketing, Business
Eastern Michigan University
bs, business
Securities America Advisors - Equitas America Fin Group March 2002 - Present
EverBank October 2010 - Present
Cambridge Investment Research February 1997 - March 2002
Quest Capital Strategies, Inc. August 1992 - February 1997
Big Boy International July 1986 - January 1993
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Banking, Investment Strategies, Finance, Securities, Insurance, Financial Services, Mergers, Asset Allocation, Financial Advisory, Financial Risk, Wealth Management, Mergers & Acquisitions, Asset Management, Small Business, Investment Advisory, Mortgage Lending, Mutual Funds
Education
Walsh College of Accountancy and Business Administration 1978 — 1982
Taxation Accounting
University of California, Berkeley 1974 — 1977
Tax & Law, Law
Cleary University 1967 — 1974
USC 1964 — 1972
BS BAA, Accounting, Marketing, Business
Eastern Michigan University
bs, business
David Menegus David Menegus's Quest Capital Strategies, Inc. Experience July 2003 - November 2006
Job Senior Financial Advisor, Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. October 2009 - Present
UBS June 2006 - September 2009
Quest Capital Strategies, Inc. July 2003 - November 2006
IXIS Securities January 2001 - January 2002
PaineWebber March 1998 - December 2000
PaineWebber March 1997 - March 1998
PaineWebber April 1996 - March 1997
PaineWebber March 1995 - April 1996
Kidder Peabody August 1992 - March 1995
Kidder Peabody May 1989 - August 1992
Skills
Series 7, Investments, Equities, Portfolio Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Series 63
Education
Thomas College 1982 — 1986
BS/MBA, Computer Info Systems/Business Administration
Ridgewood, HS, NJ 1977 — 1980
Summit Brokerage Services, Inc. October 2009 - Present
UBS June 2006 - September 2009
Quest Capital Strategies, Inc. July 2003 - November 2006
IXIS Securities January 2001 - January 2002
PaineWebber March 1998 - December 2000
PaineWebber March 1997 - March 1998
PaineWebber April 1996 - March 1997
PaineWebber March 1995 - April 1996
Kidder Peabody August 1992 - March 1995
Kidder Peabody May 1989 - August 1992
Skills
Series 7, Investments, Equities, Portfolio Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Series 63
Education
Thomas College 1982 — 1986
BS/MBA, Computer Info Systems/Business Administration
Ridgewood, HS, NJ 1977 — 1980
Jeffrey J. Wilson, CFP® Jeffrey J. Wilson, CFP®'s Quest Capital Strategies, Inc. Experience October 2003 - February 2006
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Michigan Securities, Inc. February 2008 - September 2009
Quest Capital Strategies, Inc. October 2003 - February 2006
Olde Discount Corpoartion 1997 - 2001
Wolverine Products, Inc. January 1993 - June 1997
Skills
Portfolio Management, Wealth Management, Investment Advisory, Bonds, Investments, Securities, Asset Allocation, Series 7, Retirement Planning, Series 63, Mutual Funds, Equities, Fixed Income, Alternative Investments, Strategic Financial..., Financial Advisory, Finance, Financial Services, Financial Planning
Education
Passed Level I of the CFA Program, CFA Institute, 2012.
Financial Analyst
Oakland University 2009 — 2010
Certificate, Personal Financial Planning Program
Central Michigan University 1988 — 1992
BSBA, Accounting & Finance Double Major
Merrill Lynch April 2011 - Present
Michigan Securities, Inc. February 2008 - September 2009
Quest Capital Strategies, Inc. October 2003 - February 2006
Olde Discount Corpoartion 1997 - 2001
Wolverine Products, Inc. January 1993 - June 1997
Skills
Portfolio Management, Wealth Management, Investment Advisory, Bonds, Investments, Securities, Asset Allocation, Series 7, Retirement Planning, Series 63, Mutual Funds, Equities, Fixed Income, Alternative Investments, Strategic Financial..., Financial Advisory, Finance, Financial Services, Financial Planning
Education
Passed Level I of the CFA Program, CFA Institute, 2012.
Financial Analyst
Oakland University 2009 — 2010
Certificate, Personal Financial Planning Program
Central Michigan University 1988 — 1992
BSBA, Accounting & Finance Double Major
Alex Falas Alex Falas's Quest Capital Strategies, Inc. Experience November 2008 - February 2011
Job Recruiting Manager, Nations Direct Mortgage & Motive Lending
Industry Financial Services
Experience
Nations Direct Mortgage September 2015 - Present
JPMorgan Chase March 2011 - August 2015
Quest Capital Strategies, Inc. November 2008 - February 2011
ResMAE Mortgage Corporation May 2006 - February 2008
Town & Country Credit 2003 - 2006
Skills
Mortgage Banking, Recruiting, Mortgage Lending, Loan Origination, Leadership, Training, FHA, Human Resources, Refinance, Management, Screening, Sales, Interviews, Onboarding, Employee Benefits, Loans, Sales Management, Hiring, Credit, Banking, Temporary Placement, Residential Mortgages, Applicant Tracking..., Finance, Reverse Mortgages, Networking, Time Management, Risk Management
Education
Boston University - School of Management 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
Nations Direct Mortgage September 2015 - Present
JPMorgan Chase March 2011 - August 2015
Quest Capital Strategies, Inc. November 2008 - February 2011
ResMAE Mortgage Corporation May 2006 - February 2008
Town & Country Credit 2003 - 2006
Skills
Mortgage Banking, Recruiting, Mortgage Lending, Loan Origination, Leadership, Training, FHA, Human Resources, Refinance, Management, Screening, Sales, Interviews, Onboarding, Employee Benefits, Loans, Sales Management, Hiring, Credit, Banking, Temporary Placement, Residential Mortgages, Applicant Tracking..., Finance, Reverse Mortgages, Networking, Time Management, Risk Management
Education
Boston University - School of Management 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
Kurtis Baker, CFP®, AIF's Quest Capital Strategies, Inc. Experience September 1996 - March 2012
Job Wealth Management Advisor at Certified Wealth Management & Investment LLC
Industry Financial Services
Experience
Certified Wealth Management & Investment LLC March 2013 - Present
Alternative Mortgage & Investment Corporation May 1986 - Present
Attitudes In Reverse® May 2009 - Present
Everybody Loves Kenny Project, Inc. dba Attitudes In Reverse May 2009 - Present
Quest Capital Strategies, Inc. September 1996 - March 2012
NAMI 2010 - 2012
Military Sealift Command October 1982 - October 1983
Skills
Strategic Planning, Public Speaking, Investment Properties, Management, Fundraising, Proposal Writing, Program Management, Customer Service, Mortgage Lending, Coaching, Strategic Financial..., Marketing, Contract Negotiation, Research, Investments, Mental Health, Real Estate, Leadership, Loans, Government, Nonprofits, Business Development, Entrepreneurship, Policy, Budgets, Risk Management, Negotiation, Public Relations, Insurance, Small Business, Mergers & Acquisitions, Business Planning, Start-ups, Training, Analysis, Due Diligence, Strategy, Real Estate Transactions, Executive Management, Time Management, New Business Development, Leadership Development, Funding, Finance, Business Strategy, CERTIFIED FINANCIAL..., Asset Management, Wealth Management, Financial Planning
Education
United States Merchant Marine Academy 1978 — 1982
BS, Marine Engineering
Rockledge High School 1974 — 1978
Certified Wealth Management & Investment LLC March 2013 - Present
Alternative Mortgage & Investment Corporation May 1986 - Present
Attitudes In Reverse® May 2009 - Present
Everybody Loves Kenny Project, Inc. dba Attitudes In Reverse May 2009 - Present
Quest Capital Strategies, Inc. September 1996 - March 2012
NAMI 2010 - 2012
Military Sealift Command October 1982 - October 1983
Skills
Strategic Planning, Public Speaking, Investment Properties, Management, Fundraising, Proposal Writing, Program Management, Customer Service, Mortgage Lending, Coaching, Strategic Financial..., Marketing, Contract Negotiation, Research, Investments, Mental Health, Real Estate, Leadership, Loans, Government, Nonprofits, Business Development, Entrepreneurship, Policy, Budgets, Risk Management, Negotiation, Public Relations, Insurance, Small Business, Mergers & Acquisitions, Business Planning, Start-ups, Training, Analysis, Due Diligence, Strategy, Real Estate Transactions, Executive Management, Time Management, New Business Development, Leadership Development, Funding, Finance, Business Strategy, CERTIFIED FINANCIAL..., Asset Management, Wealth Management, Financial Planning
Education
United States Merchant Marine Academy 1978 — 1982
BS, Marine Engineering
Rockledge High School 1974 — 1978
carmin hermosillo's Quest Capital Strategies, Inc. Experience September 2010 - September 2012
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Quest Capital Strategies, Inc. September 2010 - September 2012
Skills
IRAs, 403 b, Microsoft Word, Microsoft Office, Presentations, Credit Cards, Operational Excellence, Finance, Team Building, Customer Service, Financial Services, Retirement Planning
Education
University of La Verne 2008 — 2010
Bachelor's degree, Communications
Fidelity Investments October 2012 - Present
Quest Capital Strategies, Inc. September 2010 - September 2012
Skills
IRAs, 403 b, Microsoft Word, Microsoft Office, Presentations, Credit Cards, Operational Excellence, Finance, Team Building, Customer Service, Financial Services, Retirement Planning
Education
University of La Verne 2008 — 2010
Bachelor's degree, Communications
Sabrina Tran's Quest Capital Strategies, Inc. Experience January 2011 - December 2012
Job Senior Marketing Director / Talent Acquisition
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. April 2014 - Present
Lawrence Delano Tran MD September 2007 - Present
Quest Capital Strategies, Inc. January 2011 - December 2012
Levine Communications Office January 2010 - January 2011
Skills
Microsoft Office
Education
University of California, Los Angeles 2015 — 2017
Certified Financial Planner
California State University-Los Angeles 2008 — 2011
Business Administration, Marketing
Transamerica Financial Advisors, Inc. April 2014 - Present
Lawrence Delano Tran MD September 2007 - Present
Quest Capital Strategies, Inc. January 2011 - December 2012
Levine Communications Office January 2010 - January 2011
Skills
Microsoft Office
Education
University of California, Los Angeles 2015 — 2017
Certified Financial Planner
California State University-Los Angeles 2008 — 2011
Business Administration, Marketing
Anthony Chiasson Anthony Chiasson's Quest Capital Strategies, Inc. Experience August 2013 - February 2015
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Quest Capital Strategies, Inc. August 2013 - February 2015
CUNA Brokerage Services, Inc. 2010 - 2011
Waddell & Reed October 2009 - November 2010
U.S. Bancorp Investments & Insurance February 2005 - April 2009
LPL Financial September 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Financial Advisory, FINRA Series 7, FINRA Series 24, Life Insurance, Customer Service, Coaching, Business Profitability, Compliance, Asset Managment, Retirement Income..., Banking, Loans, FINRA Series 53, FINRA Series 63, FINRA Series 65, CA Insurance License..., Series 7
Education
San Francisco State University
Bachelor of Science, Business Administration, Finance
Fidelity Investments February 2015 - Present
Quest Capital Strategies, Inc. August 2013 - February 2015
CUNA Brokerage Services, Inc. 2010 - 2011
Waddell & Reed October 2009 - November 2010
U.S. Bancorp Investments & Insurance February 2005 - April 2009
LPL Financial September 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Financial Advisory, FINRA Series 7, FINRA Series 24, Life Insurance, Customer Service, Coaching, Business Profitability, Compliance, Asset Managment, Retirement Income..., Banking, Loans, FINRA Series 53, FINRA Series 63, FINRA Series 65, CA Insurance License..., Series 7
Education
San Francisco State University
Bachelor of Science, Business Administration, Finance
Alex Falas's Quest Capital Strategies, Inc. Experience November 2008 - February 2011
Job Recruiting Manager at Nations Direct Mortgage
Industry Financial Services
Experience
Nations Direct Mortgage September 2015 - Present
JPMorgan Chase March 2011 - August 2015
Quest Capital Strategies, Inc. November 2008 - February 2011
ResMAE Mortgage Corporation May 2006 - February 2008
Town & Country Credit December 2003 - April 2006
Skills
Training, Loans, Mortgage Banking, Recruiting, Mortgage Lending, Financial Advisory, Human Resources, Leadership, Management, Sales, Interviews
Education
Boston University - School of Management 1990 — 1994
BSBA, Accounting, Finance
Nations Direct Mortgage September 2015 - Present
JPMorgan Chase March 2011 - August 2015
Quest Capital Strategies, Inc. November 2008 - February 2011
ResMAE Mortgage Corporation May 2006 - February 2008
Town & Country Credit December 2003 - April 2006
Skills
Training, Loans, Mortgage Banking, Recruiting, Mortgage Lending, Financial Advisory, Human Resources, Leadership, Management, Sales, Interviews
Education
Boston University - School of Management 1990 — 1994
BSBA, Accounting, Finance
Jireh Avila Jireh Avila's Quest Capital Strategies, Inc. Experience December 2011 - March 2013
Job Financial Solutions Advisor at Bank of America Merrill Edge
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Northwestern Mutual October 2014 - February 2015
Northwestern Mutual April 2014 - October 2014
Northwestern Mutual April 2013 - April 2014
Quest Capital Strategies, Inc. December 2011 - March 2013
California Credits Group July 2009 - December 2011
Chase Bank October 2008 - July 2009
Skills
Banking, Retirement Planning, Investments, Variable Annuities, Series 7, Uniform Combined State..., Life & Health Insurance...
Education
The American College 2013 — 2015
Certified Financial Planner Education Requirement, Financial Planning and Services
California State University-Northridge 2007 — 2008
Bachelor of Science in Finance, Finance, General
Bank of America Merrill Lynch June 2015 - Present
Northwestern Mutual October 2014 - February 2015
Northwestern Mutual April 2014 - October 2014
Northwestern Mutual April 2013 - April 2014
Quest Capital Strategies, Inc. December 2011 - March 2013
California Credits Group July 2009 - December 2011
Chase Bank October 2008 - July 2009
Skills
Banking, Retirement Planning, Investments, Variable Annuities, Series 7, Uniform Combined State..., Life & Health Insurance...
Education
The American College 2013 — 2015
Certified Financial Planner Education Requirement, Financial Planning and Services
California State University-Northridge 2007 — 2008
Bachelor of Science in Finance, Finance, General
Warren Stansberry's Quest Capital Strategies, Inc. Experience May 2009 - September 2010
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, NA 2010 - Present
Quest Capital Strategies, Inc. May 2009 - September 2010
UBS Wealth Management November 2007 - May 2009
Stanco Metal Products, Inc. October 2005 - August 2007
Genesis Lending August 2002 - September 2005
Merrill Lynch January 2000 - May 2000
Education
Arizona State University - W. P. Carey School of Business 1997 — 2001
BS, Business (Small Business & Entrepreneurship)
JP Morgan Chase Bank, NA 2010 - Present
Quest Capital Strategies, Inc. May 2009 - September 2010
UBS Wealth Management November 2007 - May 2009
Stanco Metal Products, Inc. October 2005 - August 2007
Genesis Lending August 2002 - September 2005
Merrill Lynch January 2000 - May 2000
Education
Arizona State University - W. P. Carey School of Business 1997 — 2001
BS, Business (Small Business & Entrepreneurship)
Corry Mansell's Quest Capital Strategies, Inc. Experience February 2009 - Present
Job Financial Planner with Quest Capital Strategies, Inc
Industry Financial Services
Experience
Quest Capital Strategies, Inc. February 2009 - Present
Education
Auburn University 1991 — 1996
Quest Capital Strategies, Inc. February 2009 - Present
Education
Auburn University 1991 — 1996
Matt Stroud's Quest Capital Strategies, Inc. Experience February 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Red Door Ave Ventures, LLC June 2012 - Present
Quest Capital Strategies, Inc. February 2011 - Present
Breedlove Foods, Inc. August 2010 - July 2014
Security State Wealth Management August 2006 - April 2010
Security State Wealth Management August 2006 - December 2007
Skills
Retirement Planning, Investments, Finance, Insurance, Portfolio Management, Series 7, Financial Advisory, Strategic Financial..., Mutual Funds, Retirement, Wealth Management, Securities, Life Insurance, Real Estate, Term Life Insurance, 401k, IRAs, Investment Advisory, Customer Service, Asset Management, Estate Planning, Asset Allocation, Financial Services, Strategic Planning
Education
Wayland Baptist University 2010 — 2014
MBA, Business Administration and Management, General, 3.8
Texas Tech University 2005 — 2007
Bachelor, Personal Financial Planning
Frenship
South Plains College
Associates Degree, Science
Texas Life and Health Insurance
Red Door Ave Ventures, LLC June 2012 - Present
Quest Capital Strategies, Inc. February 2011 - Present
Breedlove Foods, Inc. August 2010 - July 2014
Security State Wealth Management August 2006 - April 2010
Security State Wealth Management August 2006 - December 2007
Skills
Retirement Planning, Investments, Finance, Insurance, Portfolio Management, Series 7, Financial Advisory, Strategic Financial..., Mutual Funds, Retirement, Wealth Management, Securities, Life Insurance, Real Estate, Term Life Insurance, 401k, IRAs, Investment Advisory, Customer Service, Asset Management, Estate Planning, Asset Allocation, Financial Services, Strategic Planning
Education
Wayland Baptist University 2010 — 2014
MBA, Business Administration and Management, General, 3.8
Texas Tech University 2005 — 2007
Bachelor, Personal Financial Planning
Frenship
South Plains College
Associates Degree, Science
Texas Life and Health Insurance
Nicholas Amodio's Quest Capital Strategies, Inc. Experience August 2010 - March 2011
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Charles Schwab January 2013 - April 2014
Charles Schwab March 2011 - December 2012
Quest Capital Strategies, Inc. August 2010 - March 2011
Wachovia Securities, LLC September 2008 - June 2009
Education
San Diego State University-California State University 2005 — 2009
Bachelor's degree, Finance
agoura high school
Charles Schwab April 2014 - Present
Charles Schwab January 2013 - April 2014
Charles Schwab March 2011 - December 2012
Quest Capital Strategies, Inc. August 2010 - March 2011
Wachovia Securities, LLC September 2008 - June 2009
Education
San Diego State University-California State University 2005 — 2009
Bachelor's degree, Finance
agoura high school
PAUL TAHSINI's Quest Capital Strategies, Inc. Experience February 2011 - March 2015
Job Financial Services Professional
Industry Financial Services
Experience
Quest Capital Strategies, Inc. February 2011 - March 2015
JP MORGAN CHASE INVESTMENTS, INC (Formerly WAMU Investments, Inc.) August 2000 - May 2009
TD WATERHOUSE, INC January 1999 - August 2000
Skills
Access, Equities, FINRA
Education
Cerritos College
Quest Capital Strategies, Inc. February 2011 - March 2015
JP MORGAN CHASE INVESTMENTS, INC (Formerly WAMU Investments, Inc.) August 2000 - May 2009
TD WATERHOUSE, INC January 1999 - August 2000
Skills
Access, Equities, FINRA
Education
Cerritos College
James Melton's Quest Capital Strategies, Inc. Experience October 2013 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
Quest Capital Strategies, Inc. October 2013 - May 2015
Jefferies & Company April 1989 - December 2011
Spear Securities December 1986 - April 1989
Skills
Equities, Series 7, Mergers, Principal Investing, Special Situations, Series 24, Trading, Options, Securities, Derivatives, Capital Markets, Equity Research, FINRA, Hedge Funds, Equity Trading, Electronic Trading, Trading Systems, Financial Services, Investments, Financial Markets, Alternative Investments, Bloomberg, Prime Brokerage, Proprietary Trading, Fixed Income, Trading Strategies, Series 63, Investment Banking, Equity Capital Markets, ETFs, Market Data, Equity Derivatives, Middle Office, FX Options, FX trading, Emerging Markets, Asset Management, Back Office, Investment Strategies, Private Placements, Mutual Funds, Commodity, Valuation, Structured Finance, Portfolio Management, Private Equity, Investment Advisory, ABS, Technical Analysis, Mergers & Acquisitions
Education
Santa Ana College 1983 — 1986
AA, Business Administration and Management
Esperanza High Scool 1978 — 1982
Quest Capital Strategies, Inc. October 2013 - May 2015
Jefferies & Company April 1989 - December 2011
Spear Securities December 1986 - April 1989
Skills
Equities, Series 7, Mergers, Principal Investing, Special Situations, Series 24, Trading, Options, Securities, Derivatives, Capital Markets, Equity Research, FINRA, Hedge Funds, Equity Trading, Electronic Trading, Trading Systems, Financial Services, Investments, Financial Markets, Alternative Investments, Bloomberg, Prime Brokerage, Proprietary Trading, Fixed Income, Trading Strategies, Series 63, Investment Banking, Equity Capital Markets, ETFs, Market Data, Equity Derivatives, Middle Office, FX Options, FX trading, Emerging Markets, Asset Management, Back Office, Investment Strategies, Private Placements, Mutual Funds, Commodity, Valuation, Structured Finance, Portfolio Management, Private Equity, Investment Advisory, ABS, Technical Analysis, Mergers & Acquisitions
Education
Santa Ana College 1983 — 1986
AA, Business Administration and Management
Esperanza High Scool 1978 — 1982
jim wheelock's Quest Capital Strategies, Inc. Experience May 2014 - Present
Job Financial Representative at Quest Capital Strategies, Inc.
Industry Financial Services
Experience
Quest Capital Strategies, Inc. May 2014 - Present
Creative Financial Group of NJ January 2009 - Present
Prestige Graphics March 2006 - January 2009
Education
Fairleigh Dickinson University
Quest Capital Strategies, Inc. May 2014 - Present
Creative Financial Group of NJ January 2009 - Present
Prestige Graphics March 2006 - January 2009
Education
Fairleigh Dickinson University
Nicholas P. Nhem's Quest Capital Strategies, Inc. Experience April 2003 - September 2009
Job President/CoOwner at Nall Histology Laboratory
Industry Medical Practice
Experience
Nall Histology Laboratory October 2009 - Present
Quest Capital Strategies, Inc. April 2003 - September 2009
TD Ameritrade April 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Retirement Planning, Insurance, Series 63, Process Improvement, Strategic Planning
Education
Southern Methodist University 1993 — 2008
BA, Economics
Nall Histology Laboratory October 2009 - Present
Quest Capital Strategies, Inc. April 2003 - September 2009
TD Ameritrade April 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Retirement Planning, Insurance, Series 63, Process Improvement, Strategic Planning
Education
Southern Methodist University 1993 — 2008
BA, Economics
Ruben Savala's Quest Capital Strategies, Inc. Experience March 1991 - August 2006
Job Manager/owner at Hair Color FX
Industry Consumer Services
Experience
Hair Color FX August 2005 - Present
Quest Capital Strategies, Inc. March 1991 - August 2006
Skills
Business, Retirement Planning, Investments, Insurance, Strategic Financial..., Small Business, Microsoft Excel, Microsoft Office, PowerPoint, Portfolio Management
Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Hair Color FX August 2005 - Present
Quest Capital Strategies, Inc. March 1991 - August 2006
Skills
Business, Retirement Planning, Investments, Insurance, Strategic Financial..., Small Business, Microsoft Excel, Microsoft Office, PowerPoint, Portfolio Management
Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Christopher Rask's Quest Capital Strategies, Inc. Experience November 1997 - March 2008
Job Principal at North Point Wealth Advisors
Industry Financial Services
Experience
North Point Wealth Advisors 2014 - Present
Morgan Stanley 2008 - 2014
Quest Capital Strategies, Inc. November 1997 - March 2008
Merril Lynch Inc 2002 - 2008
Sutro & CO. March 2000 - March 2002
Grove Securities March 1998 - March 2000
Skills
Financial Advisory, Retirement Planning, Wealth Preservation...
Education
Oregon State University
Bachelor’s Degree
North Point Wealth Advisors 2014 - Present
Morgan Stanley 2008 - 2014
Quest Capital Strategies, Inc. November 1997 - March 2008
Merril Lynch Inc 2002 - 2008
Sutro & CO. March 2000 - March 2002
Grove Securities March 1998 - March 2000
Skills
Financial Advisory, Retirement Planning, Wealth Preservation...
Education
Oregon State University
Bachelor’s Degree