Western Financial Planning
Western Financial Planning List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Western Financial Planning. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Western Financial Planning Salaries. You can even request information on how much does Western Financial Planning pay if you want to. Learn about salaries, pros and cons of working for Western Financial Planning 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!
15 Western Financial Planning employees in database. Find out everything there's to know about Western Financial Planning 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.
Western Financial Planning Employees
Toft Group, A Member of the Sanford Rose Associates® Network of Offices October 2012 - Present
Chung Consulting 2010 - 2014
QDIC Distributors, Inc. April 2011 - May 2012
Western Financial Planning July 2008 - December 2011
Canterbury Consulting 2001 - 2009
XLNT Designs (acquired by Intel Corporation) 1996 - 2000
Madge Networks 1996 - 1996
Lannet Inc, (acquired by Madge networks) 1994 - 1996
Metromedia Paging Corporation 1990 - 1991
Weight Watchers of Western Michigan 1989 - 1990
Skills
Revenue Recognition, SEC filings, Financial Reporting, GAAP, Project Accounting, Strategic Financial..., Cost Accounting, US GAAP, Consolidation, Balance Sheet, Accounting, Financial Analysis, Sarbanes-Oxley, CPA, Financial Statements
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
DIRECTV December 2014 - Present
DIRECTV June 2013 - December 2014
Lakeshore Learning Materials February 2011 - June 2013
Western Financial Planning September 2006 - January 2007
Skills
Data Analysis, Databases, Leadership, Microsoft Excel, SQL, Access, Pivot Tables, Excel, InDesign, Ad Hoc Reporting, Photoshop, Sales Analysis, UAT, T-SQL Stored Procedures, Cognos, Salesforce.com
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Economics
Golden West College
Associate of Arts (A.A.), Business Administration and Management, General
Harvest Advisors, LLC July 2015 - Present
National Advisors Trust Company, FSB April 2014 - June 2015
Steben & Company, Inc. February 2008 - April 2014
SEI July 2006 - February 2008
Western Financial Planning July 2002 - January 2006
MBNA October 1993 - July 2002
Skills
Series 7, Series 3, Series 30, Certified Financial..., Distinguished..., Investments, Leadership, Alternative Investments, ETFs, Asset Allocation, Series 63, Relationship Management, Mutual Funds, Hedge Funds, Business Development, Budgets, Insurance
Education
Chartered Alternative Investment Analyst Association 2013 — 2014
CAIA, Pass
Boston University 2005 — 2008
Financial Planning Program
University of Delaware - Lerner College of Business and Economics 1996 — 1999
MBA, International Business
Albright College 1987 — 1992
BS, Finance
Edward Jones October 2012 - Present
Capstone Wealth Planning August 2011 - October 2012
Western Financial Planning October 1999 - April 2012
Western Financial Advisors & WFP Securities 1999 - 2011
24 Hour Fitness January 1994 - May 1999
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
MBA, Business
Brigham Young University 1986 — 1992
Bachelors, Exercise Science
Merrill Lynch March 2012 - Present
SDSU Business Alumni Network April 2011 - Present
Sonata Patio HOA 2011 - Present
BNI Bnillionaires 2010 - Present
Western Financial Planning November 2009 - March 2012
Trilogy Financial Services April 2009 - October 2009
Education
San Diego State University-California State University 2000 — 2004
Bachelors, Economics
BioMed Realty July 2015 - Present
Strategic Development 2003 - Present
BBSI 2013 - 2015
Northrop Grumman Corporation 2004 - 2013
Western Financial Planning 1991 - 2003
Skills
Leadership Development, Organizational..., Coaching, Employee Relations, Business Development, Leadership, Project Management, Strategic Partnerships, Program Management, Marketing, Strategy, Strategic Planning, Human Resources, Recruiting, Project Planning, Mentoring, Personnel Management, Building Relationships, Training Facilitation, Team Building, Succession Planning, Performance Management, Career Development, Budgets, Negotiation, Executive Coaching, Talent Management, Training, Employee Benefits, Interviews, Influential Communicator, Change Management, Management, Team Leadership, Workforce Planning
Education
Chapman University
Master of Science (MS), Human Resources Management and Development
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
College Of Executive Coaching
Certified Professional Coach, Executive Coaching
Orascom E&C USA, Inc. (Natgasoline by OCI) December 2014 - Present
A-1 Virtual Assistant Enterprises August 2011 - December 2014
Sterling Financial Partners, LLC, Masschusetts Mutual Financial Group October 2012 - July 2014
Western Financial Planning March 2007 - August 2011
Morgan Stanley March 2000 - November 2006
Talent Tree Staffinf Agency 1991 - 2000
Stone Petroleum Corporation December 1979 - April 1990
Skills
Administrative..., Oil & Gas Industry, Customer Service, Administrative Support, Sales Support, Team Building, Calendars, Time Management, Accounts Payable, Outlook, MS Office Suite, Excel, PowerPoint, Financial Services, Human Resources, Multitasker, Prioritization, Team Leadership, Event Planning, Teamwork, Coordination, New Business Development, Retirement Planning, Mutual Funds, Management, Securities, Investments, Insurance, Database Administration, Expenses, Equities, Sales, Research, Documentation, Process Improvement, Critical Thinking, Negotiation, Charts, Compliance, Troubleshooting, Asset Management, Finance, Financial Markets, Monthly Reporting, Budgeting, Internet Recruiting, Leadership, Microsoft Word, Strategic Planning, Microsoft Office
Education
Saddleback College 1990 — 1997
Business -Liberal Arts
Louisiana State University and Agricultural and Mechanical College 1982 — 1984
Insurance - Finance
University of Southwestern Louisiana (UofL) 1978 — 1980
Business, Real Estate, Paralegal
T. H. Harris Vocational Technical School 1976 — 1978
Business - Nursing
Arnaudville High School 1972 — 1976
HS, General Studies; French
Sunwood Ventures May 2014 - Present
Domino's Pizza April 2010 - May 2014
Pizza Hut October 2007 - October 2009
Atlanta Check Cashers, Inc. June 2007 - August 2007
Western Financial Planning January 2005 - June 2005
Skills
Bilingual, Argus Modeling, Microsoft Excel, DCF Valuation, Cap Rates, Market Analysis, Real Estate, Valuation, Commercial Real Estate, Property Management, Real Estate Development, Investment Properties, Customer Service, Investments, Project Management, Microsoft Office, Sales, PowerPoint, Marketing, Social Media, Microsoft Word, Public Speaking, Management, Leadership, Social Media Marketing, Time Management, Teamwork, Social Networking, Analysis, Negotiation, Marketing Strategy, Market Research, Communication
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (BS), Real Estate
University of Oregon - Charles H. Lundquist College of Business 2006 — 2007
Sports Marketing
Scripps Ranch High School 2002 — 2006
H.S. Diploma
Managed Solution 2003 - Present
TEKsystems January 2000 - July 2002
Western Financial Planning March 1999 - February 2000
Skills
SaaS, Managed Services, Cloud Computing, Unified Communications, Virtualization, Strategic Partnerships, Solution Selling, Outsourcing, Network Security, Microsoft Exchange, Enterprise Software, Business Continuity, IT Service Management, Security, VMware, Disaster Recovery, Channel, Servers, Data Center, Information Technology, Professional Services, Business Development
Education
University of San Diego 1996 — 2000
Business and Philosphy, Information Systems
Morgan Stanley 2011 - Present
LFE Institute April 2010 - Present
Society of Certified Senior Advisor 2003 - 2015
Western Financial Planning August 2007 - December 2009
Skills
Strategic Financial..., Cash Management, Investments, Retirement Planning, Wealth Management, Public Speaking, Retirement, Asset Managment, IRAs, Real Estate, Small Business, Asset Management, Finance, Leadership, Employee Benefits, Insurance, Portfolio Management, Fixed Annuities, Mutual Funds, Long-term Care, 401k, Estate Planning, Strategic Planning, Financial Planners, Investment Advisory, Series 7, Budgets, Team Building, Loans, Training, Business Planning, Securities, Personal Financial..., Wealth, Investment Strategies, Life Insurance, Series 63, Financial Planning
Education
Brigham Young University
University of New Orleans
Qualcomm April 2015 - Present
Qualcomm August 2012 - Present
Qualcomm July 2011 - August 2012
Cricket Communications July 2010 - February 2011
Oceanside Aluminum October 2009 - December 2009
San Diego Business Improvement District (SDBID) August 2009 - December 2009
San Diego State University August 2007 - December 2009
Santarus, Inc. June 2009 - September 2009
San Diego Gas & Electric October 2008 - May 2009
Western Financial Planning June 2008 - August 2008
Skills
Visio, Project Management, SharePoint, Microsoft SQL Server, SDLC, Requirements Analysis, Software Development, Integration, Management, Scrum, Oracle
Education
San Diego State University-California State University 2007 — 2009
Masters, Business Administration
RTM Nagpur University 2002 — 2005
Bachelor of Engineering, Computer Technology
Bishop Cotton School 1992 — 1998
High School
Priority Public House June 2013 - Present
Barney & Barney December 2006 - May 2013
Alliant Insurance Services January 2005 - December 2006
Western Financial Planning May 2004 - September 2004
Education
Loyola Marymount University 2000 — 2004
B.B.A., Finance/Minor in Accounting
Santa Fe Christian 1996 — 2000
TechSpace January 2008 - Present
Western Financial Planning 2005 - 2008
The Worthing Companies January 1995 - January 2000
Skills
Real Estate, Property Management, Investments, Sales, Team Building, Customer Service, Strategic Planning, Microsoft Excel, Marketing, Social Media Marketing, Sales Management, Account Management, Strategy, Investment Properties, Management, Tenant, Commercial Real Estate, Contract Negotiation, Start-ups, Fire Eating, Business Development, Marketing Strategy, Entrepreneurship, Negotiation
Education
Cal State Fullerton
BS, Marketing
Concordia University Irvine
Lovett high school
Ayzenberg Group October 2011 - Present
OC Human Relations August 2011 - January 2012
American Bar Association January 2011 - March 2011
Western Financial Planning June 2009 - September 2009
Skills
Social Media, Microsoft Office, Social Media Marketing, Public Relations, Marketing, Editing, Mediation, JavaScript, HTML, Photoshop, Analytics, Analysis, Sentiment Analysis, Microsoft Excel, Digital Marketing, Public Speaking
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Criminology, Law and Society & Psychology and Social Behavior
AudaExplore July 2014 - Present
Pathway Genomics Corporation February 2014 - June 2014
AudaExplore January 2013 - January 2014
WIS International April 2012 - December 2012
WIS International March 2008 - April 2012
Deccan International 2007 - 2008
Western Financial Planning 2005 - 2007
Skills
Employee Relations, HRIS, Benefits Administration, Onboarding, Deferred Compensation, Applicant Tracking..., Performance Management, Succession Planning, Talent Acquisition, Talent Management, Employee Benefits, HR Policies, Organizational..., New Hire Orientations, Legal Compliance, Employee Engagement, Coaching, Job Descriptions, Taleo, SPHR, Affirmative Action, Team Building, OFCCP, Executive Search, Background Checks, Organizational Design, LinkedIn, FMLA, Labor Relations, Human Resources, Employee Training, Networking, Interviews, Conflict Resolution, Personnel Management, Employment Law, Recruiting, Career Development, College Recruiting, Leadership, Hiring, Workforce Planning, Cognitive Assessment, Strategy, ADP Payroll, Temporary Placement, Employee Handbooks
Education
Alliant International University-San Diego Scripps Ranch 2007 — 2009
MA, Industrial Organizational Psychology
San Diego State University-California State University 1997 — 2001
BA, Public Administration