Wescap Group
Address: 330 N Brand Blvd #1150, Glendale, CA 91203 Hours: Open ⋅ Closes 5PM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (818) 563-5170Place name: Website: : : Category: : : : : Website: http://wescapgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of WESCAP Group Posting publicly on the Web Write a review Reviews Be the first to review
Wescap Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wescap Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wescap Group Employees
Wells Fargo Advisors March 2011 - Present
Wescap Group March 2010 - March 2011
Morgan Stanley Smith Barney March 2006 - March 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Data Entry, Accounting, ACT!, Morningstar, Social Media, Microsoft Office 2007, Microsoft Office 2003, Pareto, Customer Relations, Excel
Education
Glendale Community College 2007 — 2010
Glendale High School 2007 — 2010
Wescap Group January 2006 - Present
Seidler Foster Pott, LLC September 2004 - December 2005
Merit Wealth Management, LLC August 1999 - June 2004
Kayne Anderson Rudnick November 1997 - August 1999
Cheviot Value Management March 1993 - August 1997
Wilshire Associates 1990 - 1993
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Asset Managment, Financial Analysis
Education
Loyola Marymount University, College of Business Administration 2000 — 2002
MBA, Finance
University of California, Irvine 1986 — 1990
Bachelor of Arts, Economics
Rolling Hills High School
Aegis Wealth Management LLC December 2014 - Present
Wescap Group February 2008 - Present
California State University, Los Angeles January 2006 - May 2006
Bakai Bank June 2005 - August 2005
Skills
Mutual Funds, Retirement Planning, Securities, Fixed Income, Equities, Strategic Financial..., Retirement, Financial Analysis, Accounting, Microsoft Excel, Asset Allocation, Wealth Management, Investment Strategies, Customer Service, Microsoft Office, Alternative Investments, Investments, Portfolio Management
Education
Kaplan University Schweser 2014 — 2015
Certified Financial Planner
California State University-Los Angeles 2009 — 2011
Master of Arts (M.A.)
California State University-Los Angeles 2005 — 2007
Bachelor of Arts (B.A.)
Northwood University-Florida 2003 — 2005
Associate's degree
WESCAP Group November 2011 - Present
FMS Financial Partners, Inc. January 2010 - May 2014
UMe Credit Union March 2008 - September 2008
Skills
Financial Reporting, Banking, Clerical, Investments, Microsoft Excel, Microsoft Word, Mathematics, Customer Service, Microsoft Access, Management, Accounting, Financial Analysis, Finance, Microsoft Office, QuickBooks, Leadership, Time Management, Teamwork, Data Analysis, PowerPoint, Outlook, Forecasting, Access
Education
California State University-Northridge 2009 — 2014
Bachelor of Science (BS), Finance, General
Burbank High School 2005 — 2009
Wescap Group January 1993 - Present
CFA Society of Los Angeles 1984 - 2013
Asset Management Group 1988 - 1992
Security Pacific Bank 1985 - 1988
Skills
Asset Allocation, Portfolio Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Modeling, Employee Stock Options, Estate Tax Planning
Education
CFA Institute 1984 — 1986
CFA, Investment Analysis and Portfolio Management
University of Southern California - Marshall School of Business 1977 — 1979
MBA, Entreprenuirship/Venture Capital
University of California, San Diego 1975 — 1977
BA, Economics
WESCAP Group April 2007 - Present
Law Office of Ajalat, Polley, Ayoob & Matarese April 2005 - May 2007
Remax Towncenter Realty November 2002 - January 2005
Skills
Trading, Microsoft Office, Excel, Customer Relations, Investments, Securities, Research, Equities, Mutual Funds, Financial Planning, Retirement, Fixed Income, Retirement Income..., Accounting, Retirement Planning, Asset Allocation, Strategic Financial...
Education
California State University-Northridge 2004 — 2006
Bachelor's degree, Finance
Glendale Community College 2002 — 2004
Associate's degree, Business Administration
Levy Restaurants March 2014 - Present
WESCAP Group January 2007 - Present
Chan Law Group LLP October 2005 - January 2007
Skills
Food, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2010 — 2012
Associate of Occupational Studies, Culinary Arts
Glendale Community College 2004 — 2010
WESCAP Group October 2007 - Present
Bravo TV July 2012 - July 2012
Lifetime Television October 2010 - October 2010
SEIA 2004 - 2007
Charles Schwab 2001 - 2004
T. Rowe Price 1998 - 2001
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Portfolio Management, Asset Allocation, Estate Planning, Securities, Financial Analysis, Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Financial Advisory, IRAs, Fixed Income, Finance, Equities, Investment Management, Financial Planners, Wealth Management..., Alternative Investments
Education
College for Financial Planning 2007 — 2008
CFP®, Certified Financial Planner
Towson University 1994 — 1998
BS, Communications
F500 Advisory Services, Inc. September 2014 - March 2015
MullinTBG Advisors October 2010 - November 2012
AL Hewitt Inc. November 2006 - September 2010
Wescap Group August 2002 - January 2006
Skills
Investment Strategies, Asset Allocation
Education
California State University, Los Angeles - College of Business and Economics 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Wescap Group 1988 - Present
Education
University of California, Los Angeles - The Anderson School of Management 1983 — 1985
M.B.A., Finance
Haverford College 1977 — 1981
B.A., Economics
UCSD