Tax Deferred Solutions
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16 Tax Deferred Solutions employees in database. Find out everything there's to know about Tax Deferred Solutions 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.
Tax Deferred Solutions Employees
NUS Consulting Group August 2015 - Present
Sacramento Municipal Utility District June 2010 - February 2015
California State University September 2009 - May 2010
Sanli Pastore and Hill, Inc August 2009 - February 2010
Tax Deferred Solutions May 2009 - July 2009
California Energy Commission September 2007 - April 2009
ASUCD Unitrans March 2004 - June 2007
Skills
Data Analysis, Analysis, Forecasting, PowerPoint, SAP, Economic Modeling, Rate Design, Microsoft Excel, Microsoft Word, Access, Customer Service, Management, Finance, Event Planning, Public Speaking, Budgets, Energy, Financial Analysis, SQL, Statistical Data..., Visual Basic
Education
California State University-Sacramento 2009 — 2015
Master of Arts (MA), Economics
California State University-Sacramento 2003 — 2008
Bachelor of Arts (BA), Economics
Arizona State University September 2013 - Present
Independent Financial Group LLC February 2012 - August 2013
Financial Network Investment Corporation, Member SIPC April 2010 - February 2012
Krebs-Stoudt Insurance Agency August 2008 - April 2010
Tax Deferred Solutions April 2007 - August 2008
Skills
Wealth Management, Retirement, Investments, IRAs, Financial Advisory, Retirement Planning, Estate Planning, Strategic Financial..., Life Insurance, 401k, Fixed Annuities, Series 7, 401k Rollovers, HTML, HTML 5, Python, CSS3, CSS, CSS Javascript, Advanced CSS, CSS Sprites, CalSTRS, Personnel Management, Long Term Care Insurance, jQuery, jQuery UI, jQuery Mobile, Java, JavaScript, C++, C++ Language, CRM, Algorithms, Alternative Investments, Website Development, Web Design, Email Marketing, HTML emails, Website Updating, Website Building, Fixed Income Portfolio..., Equity Valuation, Equities, Financial Calculations, User Experience, User Interface Design, Databases, Database Design, Database Administration, Data Mining
Education
Arizona State University
Technological Entrepreneurship & Management
San Francisco State University
Tax Deferred Solutions April 2014 - Present
Pacific Benefits iFlex, Inc. (Pacific Benefit Consultants) February 2007 - April 2014
MTI College June 2006 - February 2007
Abercrombie & Fitch July 2003 - May 2005
Skills
Employee Benefits, Flexible Spending..., Health Savings Accounts, Employee Relations, Cafeteria Plans, Leadership, Section 125 Plans, Management, Analysis, Disability Insurance, Nondiscrimination..., Account Reconciliation, Plan Compliance, 401k, Insurance, Personnel Management, SPDs, Benefit Plan..., Benetrac, Healthcare Reimbursement, HRA, Outlook, Sales, Health Insurance, Organizational..., Voluntary Employee..., Benefit Communication, Leave of Absence..., High Deductible Health..., QuickBooks, General Ledger, Visual Merchandising, Account Management, Marketing, Customer Service, Social Media, Microsoft Office, Retail Sales, Benefits Administration
Education
University of Phoenix 2011 — 2014
Bachelor of Science (BS), Business Administration, Accounting Concentration
MTI College 2006 — 2007
Diploma, Business Administration, Management and Operations
Tax Deferred Solutions March 2014 - Present
Aflac September 2013 - January 2014
Nor Cal Active Nutrition November 2012 - December 2013
O'Reilly Auto Parts April 2007 - August 2012
Auburn Nissan February 2006 - March 2007
Magnussen Dodge June 2005 - February 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Project Management, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Research, Publisher, Public Speaking, Public Relations, Barter, Direct Sales, Commercial Sales, Automotive, Automotive Aftermarket, Automotive Repair, Sports Coaching, Advertising, Online Advertising
Education
Heald College-Roseville 2013 — 2014
Associate's Degree, Business Administration with an Emphasis in Accounting, 3.6 GPA
Heald College Roseville 2012 — 2014
Associate's Degree, Business Administration, 4.0 GPA
G/O Digital June 2015 - Present
Classified Clips January 2013 - June 2015
Tax Deferred Solutions December 2011 - January 2013
United Commonwealth, LLC August 2007 - December 2011
Core Training, Inc December 2003 - September 2008
Skills
Extensive experience in..., Corporate Trainer •..., Strategic Account..., P&L responsibility..., Strong interpersonal..., Customer Relationship..., Proficient in..., Team Leadership, Business and computer..., Business Development, Business, CRM, Negotiation, Account Management, Sales Management, New Business Development, Market Research, Marketing Strategy, Management, Marketing, Sales Process, Solution Selling, Change Management, Leadership, Sales, Team Building, Social Media, Training, Strategy, Sales Operations, Real Estate, Customer Retention, Operations Management, Direct Sales, Business Strategy, Start-ups, Coaching, Strategic Planning, Business Planning, Cold Calling, Email Marketing, Social Media Marketing, Entrepreneurship
Education
California State University-Sacramento 1987 — 1991
Bachelor of Science, Business
FolioDynamix April 2010 - Present
Staybridge Suites November 2010 - July 2012
Tax Deferred Solutions September 2009 - April 2010
Waterworld California May 2009 - September 2009
Ally Financial Inc. February 2000 - June 2008
Skills
Project Management, Data Management, Problem Solving, Customer Oriented, Business Process..., Training, Dependable Team Player, Highly detail oriented, Superior Work Ethic, Computer Proficiency, Keen Listener, Manage Client..., Standards Compliance, Business Analysis, Customer Service
Education
University of Phoenix-Sacramento Valley Campus 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix-Sacramento Valley Campus 2005 — 2008
Bachelor's degree, Business Administration and Management, General
Tax Deferred Solutions October 2014 - Present
Tax Deferred Solutions September 2013 - Present
Tax Deferred Solutions January 2010 - September 2013
Tax Deferred Solutions July 2009 - January 2010
Skills
Relationship Management, Financial Services, Loans, Social Media, Benefit Plan..., Qualified Retirement..., Account Management, Project Management, Customer Service, Leadership, Management, Sales, Small Business
Education
Bryan College-Gold River 2002 — 2003
Certificate in Massage Therapy, Massage Therapy/Therapeutic Massage, A
Tax Deferred Solutions July 2014 - Present
UBA July 2012 - August 2014
Allstate April 2011 - July 2012
Colonial Life-Unum Group January 2005 - April 2011
American Fidelity Worksite Sales 1986 - 2005
LegalShield Corporate March 1900 - July 1901
Skills
Employee Benefits, Cafeteria Plans, Sales Management, Leadership, Insurance, Brokers, Disability Insurance, Term Life Insurance, Health Savings Accounts, Selling, Accident, Whole Life, Life Insurance, Management, Leadership Development, Training, Health Insurance, Professional Liability, Sales Process, Recruiting, Benefits Administration, Consultative Selling..., Direct Sales, Long-term Care, Accident Benefits, Sales Operations, Voluntary Employee..., Fixed Annuities, Critical Illness, Sales, Strategy, Long Term Care Insurance, New Business Development, Universal Life, Marketing, Worksite, Legal Liability, CRM, General Insurance, Business Development, Visionary Thinking, Umbrella Insurance, Accident Insurance, Insurance Brokerage, Legal Plans, Benefits, ROI Strategies
Education
Moraine Valley Community College
Business Administration and Management, General
Tax Deferred Solutions November 2013 - Present
Integrated Marketing Group January 2010 - September 2013
Triad Publishing Company July 2004 - August 2008
Skills
Strategic Partnerships, Marketing, Social Media Marketing, Social Media, Account Management, Marketing Communications, Project Management
Education
California State University-Chico 1999 — 2003
B.A., Communications
Tax Deferred Solutions June 2014 - Present
Tax Deferred Solutions February 2011 - Present
HD Pacific Semi Equipment, Inc. February 2008 - January 2011
Taste January 2006 - December 2007
Skills
Cross-functional Team..., Office Management, Travel Arrangements, Administrative..., Semiconductors, Electronics, Troubleshooting, Manufacturing, Calendaring, Maintenance & Repair, Executive Support, Calendars, Expense Reports, Spreadsheets, Concur, Confidentiality, Executive..., Office Administration, AutoCAD, Expenses, Marketing, Social Media Marketing, Email Marketing, Public Relations, Public Speaking, Presentation Skills
Education
Cascadia Community College 2007 — 2011
Business Administration and Management, General
Edmonds Woodway High School 2007 — 2007
High School Diploma
Advanced Test Equipment Rentals December 2014 - Present
Advanced Test Equipment Rentals February 2014 - December 2014
Life Ionizers September 2012 - February 2014
Tax Deferred Solutions November 2010 - June 2012
Skills
Management, Microsoft Office
Education
California State University-San Bernardino 2007 — 2010
Bachelor's Degree, Accounting and Business/Management
TransPak April 2015 - May 2015
ICUeyewear May 2014 - April 2015
Pinnacle Career Institute April 2013 - December 2013
Tax Deferred Solutions October 2009 - May 2011
Verizon Wireless September 2003 - June 2008
Skills
Access, Management, Risk Management, Data Analysis, Insurance, Software Documentation, Public Speaking, Leadership, Analysis, PeopleSoft, Social Media, Customer Service, Training, Higher Education, Microsoft Office, Team Building, Career Counseling, Adult Education, Research, Microsoft Word, Recruiting
Education
University of Phoenix-Sacramento Valley Campus 2004 — 2007