Signature Estate & Investment Advisors, LLC
Address: 1650 Tysons Blvd #1575, McLean, VA 22102 Hours: Open ⋅ Closes 5PM Tuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (703) 940-3000: Category: Place name: Website: : : : : : Website: http://www.seia.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? Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 10 min to 3 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Signature Estate & Investment Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Signature Estate & Investment Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Signature Estate & Investment Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Signature Estate & Investment Advisors, LLC Employees
Signature Estate & Investment Advisors, LLC May 2014 - Present
Access Healthcare Associates March 2013 - April 2014
Samuel I. Fink, MD, Inc. February 2004 - December 2012
Skills
Healthcare, Healthcare Management, Office Management, Office Administration, Psychology, Business Psychology, Organizational..., Data Entry, Strategic Planning, Clinical Research, Time Management
Education
California State University-Northridge
Bachelor of Science (BS), Psychology
Signature Estate & Investment Advisors, LLC June 2015 - Present
Signature Estate & Investment Advisors, LLC May 2014 - June 2015
Signature Estate & Investment Advisors, LLC December 2012 - May 2014
Arthur J. Gallagher & C June 2013 - August 2013
Pathfinder Wealth Consulting May 2012 - July 2012
Nordstrom November 2011 - May 2012
NCAA Athletics at San Jose State University July 2010 - December 2011
Skills
PowerPoint, Social Networking, Microsoft Office, Economics, Social Media Marketing, Facebook, Team Leadership, Sales
Education
University of Southern California 2012 — 2014
Bachelor's Degree, Economics
San Jose State University 2010 — 2012
Bachelor of Arts (B.A.), Economics, Sophmore
Newbury Park High School 2006 — 2010
Signature Estate & Investment Advisors, LLC September 2015 - Present
Signature Estate & Investment Advisors, LLC October 2014 - September 2015
Wells Fargo August 2014 - October 2014
Bally Auction March 2013 - July 2014
New York Life Insurance Company November 2012 - February 2013
L.J. Altfest & Co May 2010 - February 2011
Shenyin & Wanguo Securities Co. Ltd. July 2004 - August 2009
Skills
Valuation, Portfolio Management, Investments, Bloomberg Terminal, Mutual Funds, Analysis, Wealth Management, Financial Modeling, Financial Analysis, Trading, Bloomberg, Fixed Income, Equities, Corporate Finance, Forecasting
Education
Pace University - Lubin School of Business 2009 — 2012
Master of Science (MS), Investment Management, 3.98/4.0
Shanghai University of Finance and Economics 2000 — 2004
Bechalor of Management, International Accounting(ACCA)
Signature Estate & Investment Advisors, LLC April 2015 - Present
Northwestern Mutual January 2012 - March 2015
First Investors Corporation September 2011 - December 2011
JBT FoodTech July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Marketing, Strategic Financial..., Research, Event Planning, SPSS, Social Media, Access, Data Analysis, Time Management, Leadership, Outlook, Social Networking, Analysis, Financial Planning
Education
UC Riverside 2008 — 2012
Bachelor of Science (B.S.), Marketing/Finance
Notre Dame High School 2004 — 2008
Perella Weinberg Partners June 2015 - August 2015
New Century Capital Partners July 2014 - September 2014
Park Lane March 2014 - June 2014
Genz & Associates August 2013 - March 2014
Signature Estate & Investment Advisors, LLC June 2013 - August 2013
UCLA Anderson School of Management May 2013 - June 2013
Skills
Economics, Financial Analysis, Time Management, Leadership, Data Analysis, Market Research, Investments, Corporate Finance, Financial Modeling, Investment Banking, Event Planning, Finance, Social Networking, Mergers & Acquisitions, Due Diligence, Accounting, PowerPoint
Education
UCLA 2012 — 2016
Bachelor of Arts (B.A.) - Business Economics
Mercer Island High School 2008 — 2012
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - March 2015
Signature Estate & Investment Advisors, LLC September 2011 - September 2014
Brentwood Advisory Group April 2010 - August 2011
New York Life Insurance Company April 2010 - June 2011
CBS Television Distribution April 2009 - April 2010
Skills
Series 63, Series 7, Life & Health Insurance..., Financial Analysis, Financial Reporting, Strategic Financial..., Client Liaison, Microsoft Office, Client Relations Skills, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Troubleshooting, PowerPoint, Windows, CRM databases, Box.net, Relationship Management, Retirement Planning, Mutual Funds
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2007 — 2011
Economics
Triage Consulting Group 2013 - 2014
UCLA School of Law November 2010 - June 2013
Signature Estate & Investment Advisors, LLC July 2012 - September 2012
Gooru June 2011 - August 2011
Hualalai LLC July 2010 - December 2010
Studio Red June 2010 - August 2010
Skills
Microsoft Office, Research, Microsoft Word, PowerPoint, Microsoft Excel
Education
UCLA 2009 — 2013
Economics, Spanish
Universidad Complutense de Madrid 2011 — 2011
History of Spanish Literature, Modern Spanish Literature, and Spanish Language
Triage Consulting Group July 2015 - Present
Triage Consulting Group October 2013 - July 2015
ASUCLA December 2009 - June 2013
Signature Estate & Investment Advisors, LLC April 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Chick-fil-A June 2010 - August 2010
Skills
Sales, Networking, Market Research, Microsoft Office, Communication, Presentations, Team Leadership, Market Sizing, Marketing, Data Analysis, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Public Speaking, Research
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Psychology and Political Science
Signature Estate & Investment Advisors, LLC June 2015 - Present
Financial & Investment Management Group February 2013 - May 2015
Capitol Financial Solutions August 2009 - February 2013
North Carolina General Assembly May 2007 - August 2007
Appalachian State University August 2006 - April 2007
Education
University of Hawaii at Manoa 2013 — 2015
Executive Masters of Business Administration
Appalachian State University 2005 — 2009
Finance & Banking/Marketing, Certified Financial Planning
C.E Jordan High School 2001 — 2005
Dept. of the Navy, Assistant for Administration December 2014 - Present
National Guard Bureau, G2 May 2014 - December 2014
Signature Estate & Investment Advisors, LLC January 2011 - May 2014
AABB November 2008 - May 2010
JPI Companies September 2003 - November 2008
Skills
Human Resources, Compensation & Benefits, Recruiting and Placement, Cross-functional Team..., Executive...
Education
University of Houston-Clear Lake 2011 — 2014
Master of Arts (M.A.), Human Resources Management
George Mason University 1997 — 2000
Bachelor of Arts (B.A.), Psychology
Four Seasons Hotels and Resorts October 2014 - Present
Four Seasons Hotels and Resorts May 2014 - October 2014
Four Seasons Hotels and Resorts March 2013 - May 2014
Four Seasons Hotels and Resorts January 2012 - February 2013
Four Seasons Hotels and Resorts September 2010 - January 2012
Signature Estate & Investment Advisors, LLC March 2009 - June 2010
Apple Retail 2007 - 2009
Skills
Hotels, Resorts, Concierge Services, Front Office, Hospitality Industry, Hospitality Management, Rooms Division, Hotel Management, Hospitality, Opera, Administrative..., Assisting Executives, Contemporary Art, Art History, Microsoft Office, Guest Service Management, Property Management..., Management, Training, Pre-opening, Customer Service
Education
UCLA 2006 — 2010
Bachelor of Arts (BA), Art History
Archbishop Mitty 2002 — 2006
High School Diploma
Signature Estate & Investment Advisors, LLC April 2008 - Present
Morgan Stanley September 2006 - November 2007
Wells Fargo Advisors April 2004 - September 2005
Merrill Lynch December 1999 - April 2004
Skills
Estate Planning, Financial Services, Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Marketing, Life Insurance, Investment Strategies, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Strategic Planning, Outlook, Teaching, Photoshop, Public Speaking, HTML, Java
Education
UCSB 1993 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Signature Estate & Investment Advisors, LLC October 2014 - Present
Signature Estate & Investment Advisors, LLC July 2013 - September 2014
Signature Estate & Investment Advisors, LLC December 2012 - July 2013
Merrill Lynch June 2012 - August 2012
Franklin Templeton Investments June 2011 - September 2011
Monterey Bay International Trade Association June 2010 - August 2010
Walmart June 2007 - August 2007
Skills
Investments, Equities, Asset Allocation, Wealth Management, Microsoft Excel, Outlook, PowerPoint, Retirement Planning, Trading, Options, Analysis, Research, Financial Modeling, SharePoint, Bonds, Customer Service, Financial Analysis, Strategic Financial..., Microsoft Office, Data Analysis
Education
University of California, Los Angeles 2011 — 2013
B.S., Math/Economics
University of California, Davis 2009 — 2011
B.S. Dual Degree, Managerial Economics/Applied Statistics
Signature Estate & Investment Advisors, LLC December 2013 - Present
Skills
Microsoft Excel, Microsoft Office, Customer Service, Chinese, Teaching, CA Insurance License
Education
UCLA 2008 — 2013
Bachelor of Science (BS), Actuarial Science
UCLA 2008 — 2013
Bachelor of Arts (BA), Chinese
JEWISHcolorado March 2015 - Present
Sugarfina September 2013 - August 2015
Signature Estate & Investment Advisors, LLC September 2010 - September 2013
Everest College December 2009 - September 2010
LA Weekly December 2007 - February 2009
Homes & Land Magazine/CPS Publishing December 2005 - December 2007
RE/MAX OTB Estates February 2003 - December 2005
Menorah Housing Foundation October 2001 - November 2002
Skills
Social Media Marketing, Public Relations, Email Marketing, Advertising, Marketing, Facebook, Press Releases, Newsletters, Integrated Marketing, Management, Event Management, Blogging, Sales, Event Planning, Fundraising
Education
University of New Hampshire 1996 — 2001
Bachelor of Arts, Social Work
UCLA 2011 — 2012
Continuing Education
Fox Broadcasting Company June 2015 - August 2015
Signature Estate & Investment Advisors, LLC September 2014 - October 2014
Hammer Museum April 2014 - September 2014
Skills
Economics, Finance, Financial Analysis, Microsoft Office, PowerPoint, Social Media Marketing, Data Analysis, Market Research, Digital Strategy, Marketing Analytics, Business Development, Social Networking, Statistics
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.), Economics
Los Angeles Center for Enriched Studies 2009 — 2013
Cumulative GPA: 4.347
Boeing March 2015 - Present
20th Century Fox Film June 2014 - January 2015
Ronald Reagan UCLA Medical Center October 2013 - May 2014
Signature Estate & Investment Advisors, LLC November 2013 - February 2014
Law Office of Anthony Tall April 2013 - October 2013
Merrill Lynch June 2013 - September 2013
Skills
Microsoft Office, Research, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Outlook, Social Networking, Event Planning, Microsoft Word, English, Facebook, Market Research, Nonprofits
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (BA), Business Economics & Psychology
Kayne Anderson Rudnick January 2014 - Present
Signature Estate & Investment Advisors, LLC October 2012 - January 2014
Zecco Trading January 2012 - September 2012
Merrill Lynch August 2010 - June 2011
Ruibal Wealth Management February 2010 - June 2010
Wells Fargo Bank August 2007 - August 2009
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Equities
Education
University of California, San Diego
B.A. In Economics, Economics
Signature Estate & Investment Advisors, LLC October 2004 - Present
SEIA 2004 - Present
Skills
Financial Planning, Money Management, Estate Planning, Wealth Management, Financial Analysis, Financial Modeling, Insurance Planning, Investments, Financial Planners, Strategic Financial..., Retirement Planning, Fixed Annuities, Tax, Insurance, Business Development, Series 7, Certified Financial..., Alternative Investments
Education
University of California Santa Barbara 1996 — 2000
Bachelors, Business Economics
College for Financial Planning
CFP®
Signature Estate & Investment Advisors, LLC November 2012 - Present
Waddell & Reed June 1999 - November 2012
Education
The University of Chicago Booth School of Business 2013 — 2014
CPWA® designation
College of Financial Planning 2002 — 2003
CFP® Designation
UCLA
Personal Financial Planning
Loyola University of Chicago
Bachelor of Science, Magna Cum Laude
Signature Estate & Investment Advisors, LLC January 2008 - Present
Signature Estate & Investment Advisors,LLC 1997 - 2007
Skills
Investment Management, Retirement Planning, Portfolio Management, Alternative Investments, Certified Financial..., Estate Planning, Wealth Management, Risk Management, Investments, Asset Allocation, Financial Planning, ETFs, Business Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Services, Wealth Management...
Education
College for Financial Planning 1997 — 2010
Master of Science (MS) and Certified Financial Planner, Financial Planning
Loyola Marymount University 1992 — 1996
Bachelors of Business Administration, Finance and Marketing
Mary Star High School 1988 — 1992
Signature Estate & Investment Advisors, LLC January 2013 - Present
Education
California State University-Northridge 2010 — 2012
B.A., Public Relations
Santa Monica College 2007 — 2010
Communications, Business/Corporate Communications
Longwood Campus Recreation May 2015 - Present
Longwood Campus Recreation May 2015 - Present
MVP Baseball School November 2009 - December 2014
Signature Estate & Investment Advisors, LLC June 2011 - January 2012
Skills
Public Speaking, Microsoft Office, Customer Service, Event Planning, Leadership, Microsoft Excel, Operations Management, Data Analysis, Outlook, Team Leadership, Social Networking, Teamwork, Higher Education, Team Building, Research, Human Resources, PowerPoint, Microsoft Word
Education
Longwood University 2012 — 2016
Bachelor of Science and Business Administration, Management, Economics
James Madison High School 2009 — 2012
Signature Estate & Investment Advisors, LLC July 2006 - Present
Education
College for Financial Planning 2011 — 2012
CFP® Certification Education Program
Towson University 2002 — 2006
B.S., Finance
Signature Estate & Investment Advisors, LLC September 2015 - Present
American Golf Corporation October 2014 - August 2015
Security Door Controls May 2012 - August 2015
Premiere Valet November 2012 - December 2013
CYBA November 2006 - April 2013
DS Waters June 2011 - July 2011
D & L Solutions June 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, Keynote, Pixelmator, Photoshop, HTML, Graphic Design, Web Design, Sales, Microsoft Word, Social Networking, Social Media, Customer Service, Time Management, Facebook, Social Media Marketing
Education
University of California, Berkeley 2013 — 2015
Bachelor's Degree, Interdisciplinary Studies: Organizational Sociology and Psychology, Senior
Ventura College 2013 — 2013
Associate of Arts (A.A.), General Studies
Saddleback College 2012 — 2012
General Studies
CSU Sacramento 2011 — 2012
Finance, General
Signature Estate & Investment Advisors, LLC 1998 - Present
Skills
Series 7
Education
Arizona State University
BS, Marketing, Magna Cum Laude
BlackRock August 2011 - Present
Signature Estate & Investment Advisors, LLC May 2010 - January 2011
Signature Estate & Investment Advisors, LLC September 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Portfolio Management, Analysis, Investments, Finance, Leadership, PowerPoint, Accounting, Wealth Management, New Business Development
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics
AdvicePeriod June 2015 - Present
Signature Estate & Investment Advisors, LLC November 2009 - June 2015
United Capital January 2008 - December 2009
Hewlett-Packard 2006 - 2007
Skills
Asset Allocation, Wealth Management, Strategic Financial..., Portfolio Management, Capital Markets, VBA, Investments, Retirement Planning, Investment Advisory, Investment Management, Wealth Management..., Trading, Financial Analysis, Finance, Asset Management, Mutual Funds, Series 7, Management, Securities, Equities, Financial Services, Investment Strategies, Estate Planning
Education
University of California, Irvine 2004 — 2008
Bachelor's Degree, Economics
Signature Estate & Investment Advisors, LLC January 2012 - Present
Signature Estate & Investment Advisors, LLC February 2011 - December 2011
Everbright Pramerica Fund Management Co Ltd. January 2011 - February 2011
Signature Estate & Investment Advisors, LLC June 2009 - August 2010
Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Financial Analysis, Microsoft Office
Education
University of California, Los Angeles 2006 — 2010
Bachelor's Degree, Economics, Global Studies, Chinese
Macquarie Group July 2015 - Present
Macquarie Group June 2014 - August 2014
Signature Estate & Investment Advisors, LLC June 2013 - February 2014
Gap Inc. July 2012 - September 2012
Skills
PowerPoint, Social Media, Financial Analysis, Microsoft Office, Microsoft Word, Financial Modeling, Bloomberg Terminal, Corporate Finance, Valuation, Microsoft Excel, Investments, Alternative Investments, Investment Banking, Bloomberg, Economics
Education
University of California, Los Angeles 2011 — 2015
CAST Management Consultants June 2014 - Present
Keygent Advisors June 2013 - June 2014
Keygent Advisors May 2012 - June 2013
Keygent Advisors October 2011 - May 2012
Gallagher Benefit Services June 2010 - October 2011
A.G.B.U. - A.Y.A. October 2005 - June 2010
Steptoe and Johnson LLP October 2008 - May 2010
Signature Estate & Investment Advisors, LLC September 2009 - April 2010
Handsome Academy January 2008 - April 2008
Seastrom & Seastrom July 2007 - November 2007
Skills
Process Improvement, Financial Analysis, Negotiation, Due Diligence, Data Analysis, Strategic Planning, Employee Benefits, Analysis, Microsoft Office, Contract Negotiation, Microsoft Excel, Project Management, Budgets, Insurance, Management, Program Management, Business Development, Financial Modeling, Entrepreneurship, Market Research, CRM, Finance, Strategy, Leadership, Management Consulting, Recruiting, Vendor Management, Public Finance, Municipal Bonds, Credit Enhancement, Cash Flow, Strategy Formulation, Reconciling, Compliance, Workflow Analysis, Forecasting, Financial Reporting, Workforce Planning, Budgeting, Policy Analysis, Contract Management, Economics, Accounting, Consulting, Private Equity, Time Management, Research, Salesforce.com
Education
University of California, Los Angeles 2008 — 2010
B.A., Political Science; minor: Public Affairs/Policy
University of California, Irvine 2006 — 2008
Bachelor of Arts, Political Science
University of California, Los Angeles - The Anderson School of Management
Riordan Fellow
Roger Vivier July 2015 - September 2015
Curator LA April 2015 - June 2015
Cloud and Wind Capital(风云资本) September 2014 - June 2015
Almitas Capital January 2015 - April 2015
Signature Estate & Investment Advisors, LLC April 2014 - October 2014
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Bloomberg Terminal, Teamwork, Public Speaking, Market Research, Morningstar, Financial Modeling, Photoshop, Microsoft PowerPoint, Public Relations, Customer Relations, Outlook
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Accounting
Santa Cruz High School 2007 — 2011
High School Diploma, Top 5%, Salutatorian
BlackRock January 2015 - Present
BlackRock August 2012 - January 2015
Signature Estate & Investment Advisors, LLC March 2011 - June 2012
Deloitte July 2011 - September 2011
Education
University of California, Los Angeles 2008 — 2011
B.A., Economics
The University of Manchester 2010 — 2010
Study Abroad
Enforex Language School 2006 — 2006
Spanish
BNP Paribas 2014 - Present
BNP Paribas June 2013 - August 2013
Signature Estate & Investment Advisors, LLC March 2010 - July 2012
Commerce Capital Group 2008 - 2009
Skills
Credit Trading, Credit Derivatives, Credit, Series 7, Asset Allocation, Investments, Derivatives, Bloomberg, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Asset Management, Series 63, Series 66
Education
Cornell University 2012 — 2013
Master of Engineering (MEng), Financial Engineering
University of California, Santa Barbara 2005 — 2009
B.A., Business Economics
Signature Estate & Investment Advisors, LLC
Skills
Management, Microsoft Excel, QuickBooks, Microsoft Word, Public Speaking, Public Relations, Marketing, Customer Service, Financial Services
Education
Azusa Pacific University 2006 — 2009
Bachelor of Arts (BA), Communications
ECHELON-Partners June 2015 - Present
CCPrep Go July 2013 - Present
Signature Estate & Investment Advisors, LLC September 2014 - March 2015
Keeply (Kipz) January 2014 - June 2014
Associated Students UCLA September 2013 - May 2014
Comprehensive College Prep September 2011 - August 2013
Skills
Research, Public Speaking, Microsoft Office, Social Media Marketing, Microsoft Excel, Teamwork, PowerPoint, Event Planning, Photoshop, Investments, Market Research, Netscape Navigator, Social Media, Marketing, Microsoft Word, Team Management, Written & Oral..., Prezi, Nutrition, Google Chrome, Asset Protection, Anomaly Detection, Subpoenas, Saxophone, Operational Excellence, Extreme Environments, Party Favors, Active Top Secret, Leadership, Data Analysis, Transformational..., Valuation, Paint
Education
University of California, Los Angeles 2013 — 2017
Aliso Niguel HS 2009 — 2013
Triage Consulting Group July 2015 - Present
Pressed Juicery June 2015 - Present
Mercer June 2014 - September 2014
UCLA School of Law March 2013 - June 2014
Signature Estate & Investment Advisors, LLC October 2012 - December 2012
The Picky Eater January 2012 - April 2012
Skills
Microsoft Office, Community Outreach, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Social Media Marketing, Leadership Development, Teamwork, Strategic Public..., HR Consulting, Business Analysis, Human Resources, Customer Service, Event Planning
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Economics, Public Health
UC Center Paris 2013 — 2013
French Language and Literature
Aliso Niguel High School 2007 — 2011
ICANN April 2014 - Present
Dignified Transition Solutions, LLC July 2012 - April 2014
Ameriprise Financial Services, Inc. September 2009 - May 2011
Signature Estate & Investment Advisors, LLC April 2007 - November 2008
The True Agency April 2006 - July 2007
Skills
Project Management, Process Improvement, Visio, Risk Management, Leadership, Program Management, Salesforce.com, Encompass, Microsoft Excel, Vendor Management, Management, Portfolio Management, Change Management, Data Analysis, Multi Tasking, PowerPoint, DocuSign, Finance, Microsoft Office, Financial Analysis, Customer Service, Marketing
Education
Sophia University 2002 — 2006
Bachelor of Arts (B.A.), International/Global Studies
LEADership, Education and Development (LEAD) June 2015 - Present
Boost Media August 2014 - Present
Signature Estate & Investment Advisors, LLC June 2012 - Present
Stanford University June 2014 - August 2014
Gomez Trial Attorneys June 2012 - August 2012
Skills
Spanish-speaking, Marketing, Social Media, Community Service, Leadership, Communication Skills, International, Economics, Business Decision Making, Producing, Writing, Management
Education
Francis W. Parker School 2006 — 2016
Prep School, Junior
Stanford University 2014 — 2014
Summer College, Economics
U.S. Trust November 2014 - Present
Advent Software September 2012 - October 2014
Paraiso Adventures 2012 - 2014
HelpMyCash June 2010 - September 2010
Signature Estate & Investment Advisors, LLC August 2007 - July 2009
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, Equities, Fixed Income, Data Analysis, Corporate Finance, Business Development, Finance, Asset Management, Private Equity, Strategic Financial..., Financial Services
Education
IESE Business School - University of Navarra 2009 — 2011
MBA, Finance
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, Business Economics
MWM 1835 March 2014 - Present
Fidelity Investments February 2010 - March 2014
MAACO Enterprises, Inc. January 2007 - September 2009
Gemelli Group, Inc. January 2005 - December 2006
Signature Estate & Investment Advisors, LLC August 1999 - October 2005
Skills
Wealth Management, Asset Management, Financial Analysis, Insurance, Investments, Asset Allocation, Business Development, Business Planning, Series 7, Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Research, Long-term Customer..., Finance, Public Speaking, Sales, Networking, Alternative Investments
Education
University of Southern California - Marshall School of Business 2003 — 2006
Masters, Business Administration; Real Estate
University of California, Santa Barbara 1995 — 1999
B.A, Business Economics; an emphasis in Accounting Minor: Sports Management
Google January 2013 - Present
Signature Estate & Investment Advisors, LLC March 2012 - June 2012
UCLA Athletics Peer Learning Lab September 2011 - June 2012
Chase Technology Consultants, LLC June 2011 - August 2011
Argopoint LLC June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Photoshop, Market Research, Social Media Marketing, Marketing, Outlook
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts and Architecture, World Arts and Culture
Florence Univeristy of the Arts 2010 — 2010
Head-Royce
Laboratory Instrument Specialist February 2015 - Present
Breitburn Energy October 2014 - February 2015
Beverly Hills Wealth Management March 2013 - July 2014
Private Tutor August 2012 - April 2013
Signature Estate & Investment Advisors, LLC December 2011 - March 2012
Charles E. Young Research Library January 2009 - December 2011
Sears, Roebuck and Co. June 2008 - August 2008
Skills
Fundamental Analysis, Portfolio Management, Equity Research, Financial Modeling, Investment Management, Microsoft Excel, Valuation, VBA, Pivot Tables, Due Diligence, Capital Markets, Microsoft Word, Vlookup, Financial Statement..., Microsoft SQL Server, Microsoft Office Suite, SQL, Finance, Microsoft Office, Asset Management, Asset Allocation, Investments, PowerPoint
Education
University of California, Los Angeles 2008 — 2012
B.A, Economics
Signature Estate & Investment Advisors, LLC December 2014 - Present
Santa Ynez Chumash Tribe August 2011 - August 2014
Best Buy August 2007 - June 2011
Skills
Investment Management, Financial Market..., Microsoft Office, Customer Service, Commercial Real Estate..., Global Macro, Tactical Asset..., Investment Policy..., Annual Reports, Series 7, Sales, Financial Accounting, Asset Management
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Signature Estate & Investment Advisors, LLC September 2015 - Present
Kayne Anderson Rudnick 2013 - September 2015
Mattel, Inc. 2010 - 2013
Skills
Marketing Strategy, Product Management, Product Marketing, Marketing, Brand Management, Cross-functional Team..., Customer Insight, Strategic Partnerships, Product Development, Entrepreneurship, Strategic Planning, Strategy, Market Research, Digital Media, Marketing Communications, Business Planning, Market Analysis, Competitive Analysis, Financial Modeling, Brand Development, Market Planning, Forecasting, Investments, Alternative Investments, Investment Management, Wealth Management, Wealth Management..., Writing, Creative Writing
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
M.B.A. (Master of Business Administration)
Colgate University 1995 — 1999
B.A.
University of California, Los Angeles
Certificate in Personal Financial Planning
Signature Estate & Investment Advisors, LLC June 2010 - Present
A Plus Mortgages, Inc. March 1998 - May 2010
YMCA Board of Directors 2002 - 2010
Sanchirico & Associates June 1994 - September 1999
Transamerica 1996 - 1998
Skills
Non-profits, Strategic Planning, Leadership, Insurance, Marketing Strategy, Nonprofits, Marketing, Entrepreneurship, New Business Development, Team Building, Public Speaking, Human Resources, Sales Management, Estate Planning, Leadership Development, Mortgage Lending, Small Business, Business Planning, Program Management, Time Management
Education
Western State University College of Law 1990 — 1993
Juris Doctor, International Law, Business Law, Estate Planning, Tax Issues
University of California, Los Angeles - School of Law 1989 — 1990
Law Degree
Missouri State University 1985 — 1989
Bachelor of Science, International Business, International Management, Marketing
Signature Estate & Investment Advisors, LLC July 2013 - Present
Signature Estate & Investment Advisors, LLC July 1995 - Present
Signature Estate & Investment Advisors, LLC January 2002 - July 2013
Education
University of California, Los Angeles 1991 — 1995
Bachelor of Science (BS), Mathematics/Applied Science-Econ
Signature Estate & Investment Advisors, LLC January 2011 - Present
Thomas West Financial Services January 1995 - January 2011
Skills
Strategic Financial..., Investments, Portfolio Management, Estate Planning, Long-term Care, Retirement Planning, Retirement, Wealth Management, Asset Allocation, Multi-generational..., Wealth Accumulation..., Wealth Preservation..., Investment Advisory..., Financial Analysis, Intergenerational..., Investment Advisory, Wealth, Financial Planners
Education
University of Virginia 1988 — 1992
Bachelor of Arts, Foreign Affairs
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
Masters of Business Administration, Finance
University of Pittsburgh 1992 — 1994
Master of Public and International Affairs, Graduate School of Public and International Affairs
Canterbury Consulting April 2015 - Present
Signature Estate & Investment Advisors, LLC February 2010 - April 2015
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 7, Microsoft Office, Equities, Retirement Planning, Investments, Mutual Funds, Securities, Bonds, Alternative Investments, ETFs, Equity Trading
Education
University of California, Irvine 2006 — 2009
BA in Economics
Signature Estate & Investment Advisors, LLC February 2015 - Present
Kirkware LLC June 2008 - Present
Sayan Holdings Inc November 2013 - May 2014
BrunchButler LLC November 2012 - October 2013
Gerber Kawasaki Wealth & Investment Management December 2011 - October 2012
Skills
Wealth Management, Market Research, Series 7, Business Management, CA Life & Health, Financial Planning, Planning Budgeting &..., German, French, Sales, Customer Service, Business Strategy, Management, Strategic Financial..., Investments
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (BS), Finance, General, GPA: 3.59
Santa Monica College 2006 — 2008
Associate of Arts (AA), Business Administration and Management, General
Kantonsschule Enge Zurich, Switzerland 2001 — 2005
High School Diploma with focus on Business and Economics
Signature Estate & Investment Advisors, LLC July 2011 - Present
Skills
Portfolio Management, Technical Analysis, Fundamental Analysis, Options Strategies, Financial Analysis, Strategic Planning, Trading Strategies, Business Strategy, Economic Research, Management, Client Services, Microsoft Excel, Morningstar
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
MBA, Business
University of California, Santa Barbara 1997 — 2002
Geography, Satellite Imagery
Signature Estate & Investment Advisors, LLC April 2014 - Present
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Business Administration (Concentration in Finance)
Torrance High
Moelis & Company January 2015 - Present
Cappello Group, Inc. August 2012 - December 2014
Signature Estate & Investment Advisors, LLC June 2011 - August 2011
Education
University of Southern California - Marshall School of Business 2008 — 2012
University of Southern California
Calkain Companies February 2015 - Present
GEICO February 2014 - February 2015
GEICO January 2013 - February 2014
Signature Estate & Investment Advisors, LLC November 2011 - May 2012
LPL Financial May 2011 - November 2011
Skills
Investments, Financial Modeling, Financial Analysis, Market Research, Microsoft Excel, Economics, Insurance, Marketing, SAS, Valuation, Product Management, Executive Management, Business Development, Management
Education
George Mason University 2010 — 2013
Bachelor of Science (B.S.), Economics, 3.87
Digvy Capital 2015 - Present
Signature Estate & Investment Advisors, LLC May 2014 - January 2015
Johnson Capital June 2012 - August 2013
GK Tax & Accounting Services November 2010 - March 2012
Skills
Sales, Investments, Valuation, Public Speaking, Financial Analysis, Underwriting, Research, Fundraising, Entrepreneurship, Real Estate, Budgets, Microsoft Office, Financial Modeling, Corporate Law, Accounting
Education
Calabasas High School
Syracuse University
University of California, Los Angeles
Business/Managerial Economics
CA Botana International June 2004 - Present
Signature Estate & Investment Advisors, LLC 2003 - 2004
Kintana, Inc. 2000 - 2002
Oracle 1998 - 2000
Oracle 1997 - 1998
Skills
Sales, Account Management, Business Alliances, Business Analysis, Fortune 500 Account..., Quota Achievement, Business Process..., Global Alliances, Project Management, Customer Support, Enterprise Software, Collaborative Problem..., Customer Satisfaction, Product Lifecycle...
Education
Loyola Marymount University 1991 — 1995
Bachelor of Business Administration (BBA)
St. Louis University, Madrid, Spain
Study Aboard Program