AssetMark Company
Industry: Company
DescriptionFounded: 2008 Parent organization: Genworth Financial Subsidiaries: AssetMark Trust Company,
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AssetMark Employees
AssetMark July 2015 - September 2015
San Francisco State University January 2015 - May 2015
Animal Connection January 2015 - May 2015
Living Library January 2013 - August 2014
Diablo Valley College January 2010 - December 2011
Skills
Marketing, Data Entry, Social Media, Social Networking, Event Planning, Sales, Blogging, Microsoft Office, Fax, Leadership, Retail, Merchandising, Social Media Marketing, Customer Service, Facebook, 10 Key, Data Analysis, Community Outreach, Small Business, Call Routing, Public Relations
Education
San Francisco State University 2012 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Diablo Valley College 2008 — 2012
Transfer Studies
AssetMark March 2015 - Present
Forward January 2014 - September 2014
Hewins Financial Wipfli Hewins October 2013 - January 2014
Hewins Financial Advisors May 2011 - October 2013
Hewins Financial Advisors October 2010 - May 2011
Hewins Financial Advisors March 2009 - October 2010
Skills
Social Media Marketing, Email Marketing, Marketing Strategy, Copywriting, Editing, Digital Communication..., Marketing Plan Creation, Complex Project..., Corporate Blogging, Strategic Planning, Brand Management, Brand Awareness, Branding & Identity, Product Marketing, Event Planning, Integrated Marketing, Marketing, Digital Marketing, Online Marketing, Corporate Website..., Design, Social Networking, Social Media, Blogging, Event Management, Organizational Culture, Management, Leadership, High degree of..., Investment Advisory, Mutual Funds, Alternative Investments, WordPress, Constant Contact, iContact, Microsoft CRM, Agile Project Management, Brand Implementation, Customer Service, Cross-functional..., Sales and Marketing, Multimedia, Concept Creation, Innovation, SEO, Audience Development, Content Buzz, Copy Editing, Attention to detail, Integrity
Education
Trinity College, Dublin 2007 — 2008
Master of Philosophy (M.Phil.), Medieval Language, Literature and Culture
California State University Stanislaus 2005 — 2007
Bachelor of Arts (B.A.), English
AssetMark June 2015 - Present
Hewins Financial Advisors May 2012 - December 2014
Minneapolis Portfolio Management Group, LLC January 2011 - May 2012
Fidelity Investments April 2009 - January 2011
Schwab Institutional January 2008 - December 2008
Schwab Institutional November 2005 - January 2008
Schwab Institutional January 2000 - November 2005
Ameriprise Financial 1990 - 1994
Skills
Wealth Management
Education
Arizona State University, W. P. Carey School of Business
Mini MBA, Services Leadership Institute
University of Minnesota - Carlson School of Management 1986 — 1990
BS, Finance
AssetMark June 2014 - Present
State Street April 2012 - April 2013
State Street March 2011 - April 2012
State Street December 2007 - March 2011
State Street July 2007 - December 2007
Skills
Word, Excel,..., Mutual Funds, Fixed Income, DDA, fund accoun, Account Reconciliation, Financial Services, Cash Management, Investments, Financial Reporting, Fund Accounting, Corporate Actions, Derivatives, Bloomberg, Securities, Equities
Education
California State University-Sacramento 2003 — 2007
Bachelors of Science, Business Administration, Finance
AssetMark March 2013 - Present
BlackRock December 2009 - May 2012
Barclays Global Investors January 2007 - November 2009
Milliman 2004 - 2006
InfoRespond 1999 - 2000
Deloitte Consulting November 1995 - March 1998
Title Connections 1994 - 1995
Schwab 1986 - 1994
Wells Fargo 1982 - 1986
Skills
Program Management, Integration, Product Development, Business Analysis, Change Management, Operational Strategy, SDLC, Agile Project Management, Vendor Management, Workload Management, Business Process..., Business Intelligence, Knowledge Sharing, Knowledge Transfer, Group Presentations, Training/Mentoring, Mutual Funds, Capital Markets, Trading, Banking, Pensions, Insurance, Project Governance, Contract Management, Compliance, Equity Data, Advent, SEI, Bloomberg, Sungard, Releases
Education
Biola University
California State University-Sacramento
BS, Business Administration
AssetMark November 2013 - Present
Genworth Financial Wealth Management June 2007 - November 2013
Bank of America May 2000 - May 2007
The Brodia Group January 1999 - May 2000
SPSS March 1997 - January 1999
Skills
SDLC, Test Planning, Software Quality..., Quality Assurance, User Acceptance Testing, Regression Testing, Waterfall, Business Analysis, Quality Center, Process Improvement, Testing, Test Cases, Agile Methodologies, SQL, Visio, Manual Testing, Web Applications, Oracle, Unix, Requirements Gathering, Requirements Analysis, Project Management, Software Project..., Management, SharePoint, Microsoft SQL Server, Databases, Agile Testing, Risk Management, System Testing, Integration, Business Requirements, Test Strategy, Black Box Testing, Bug Tracking, TFS, QTP, Test Management, Business Process, ClearQuest, Integration Testing, MS Project, Leadership, Vendor Management, Functional..., ALM, ISTQB, CMMI, Agile Project Management, Agile Application...
Education
Technion - Israel Institute of Technology 1990 — 1992
Moscow Institute of Electronic Technology (Technical University) (MIET) 1988 — 1990
AssetMark December 2014 - Present
AssetMark April 2014 - December 2014
Genworth June 2011 - March 2014
Russell Investment Group June 2008 - September 2008
Skills
Series 7, Mutual Funds, Wealth Management, Investment Management, Investments, Alternative Investments, ETFs, Bonds, Stocks, Finance, Asset Managment, Life Insurance, Series 66, Custodial Services, Practice Management, Salesforce.com, Zephyr, Morningstar, Zephyr Style Advisor, Investment Brokerage, Market Penetration, Investment Consulting, Investment Strategies, Asset Allocation, Portfolio Management, Equities, Securities, Financial Services, CRM, Series 65
Education
Indiana University - Kelley School of Business
Bachelor's Degree
Iowa State University
Vernon Hills High School
AssetMark January 2015 - Present
Charles Schwab November 2013 - January 2015
Charles Schwab March 2012 - October 2013
Charles Schwab February 2008 - May 2012
E-LOAN July 2007 - December 2007
Pate Marketing Services September 2001 - June 2007
Pacific Bell August 2000 - August 2001
Caregiverzone.com December 1999 - August 2000
Finet.com January 1998 - December 1999
Contra Costa County Office of Education June 1992 - December 1997
Skills
User Interface, Marketing, Customer Acquisition, Web Analytics, Integrated Marketing, Lead Generation, Analytics, Online Advertising, Public Speaking, Social Selling, Digital Strategy, Email Marketing, Marketing Communications, Marketing Strategy, Strategy, Management, Leadership
Education
California State University-Chico 1988 — 1992
Information and Communications Studies (College of Journalism), Emphasis in Public Relations, Minor in Business Marketing
Duff & Phelps July 2015 - Present
Guyette Leadership Fellows January 2014 - Present
Litman Gregory September 2014 - December 2014
AssetMark June 2014 - August 2014
Skills
Time Management, Teamwork, Social Media, Public Speaking, Data Analysis, PowerPoint, Market Research, Photoshop, Access, Outlook, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Event Planning, Leadership, Marketing
Education
Saint Mary's College of California 2012 — 2015
Bachelor of Science (B.S.), Economics, Minor in Accounting, Omnicron Delta Epsilon - National Economics Honor Society
Valley Christian High School 2007 — 2011
Sierra Investment Management, Inc. June 2015 - Present
Merrill Lynch December 2014 - June 2015
AssetMark March 2014 - December 2014
AssetMark November 2012 - March 2014
Wells Fargo Advisors October 2011 - November 2012
Wells Fargo Advisors July 2009 - September 2011
Wells Fargo Advisors April 2006 - July 2009
Washington Mutual November 2002 - May 2005
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Loans, Credit, Retirement Planning, Financial Advisory, Financial Analysis, Retail Banking, Mortgage Lending, Retirement, Consumer Lending, Small Business Lending, Strategic Planning, Sales, Sales Management, New Business Development, Portfolio Management, Series 7, Training, Salesforce.com, Team Building, Marketing Strategy, Small Business, Coaching, Investment Advisory, Securities, Relationship Management, Bonds, Wealth Management..., Investment Strategies, Banking, Financial Services, ETFs, Strategic Financial..., Wealth, Fixed Income, Alternative Investments, Private Banking, Insurance, Asset Management, Fixed Annuities, Equities, Investment Management, High Net Worth..., Cross Selling, IRAs, 401k, Variable Annuities
Education
Penn State University
B.S. Finance, Accounting and Finance
AssetMark August 2015 - Present
Bankrate, Inc. May 2014 - June 2015
Quicken Loans October 2011 - April 2013
Quicken Loans March 2005 - October 2011
Skills
New Business Development, Social Media Marketing, Digital Marketing, Email Marketing, Marketing, Management
Education
Michigan State University 1998 — 2002
Bachelor’s Degree, Marketing
Michigan State University - The Eli Broad College of Business
Bachelor of Business Administration (BBA), Marketing
AssetMark October 2014 - Present
AssetMark June 2014 - October 2014
California State University, Sacramento September 2012 - June 2014
California ISO June 2013 - December 2013
Tata Consultancy Services May 2012 - July 2012
Skills
C#, ASP.NET MVC, HTML, Microsoft SQL Server, .NET, SQL, JavaScript, jQuery, PHP, VB.NET, PL/SQL, Java, MySQL, CSS, Android SDK, Linux, Microsoft Office, RESTful WebServices, Ruby, JSON, Verilog, Toad for Oracle 11.6, HPQC, Visual Basic
Education
California State University-Sacramento 2012 — 2014
Master of Science (M.S.), Computer Science, 3.78/4.00
V.R. Siddhartha Engineering College 2008 — 2012
Bachelor of Technology (BTech), Computer Science & Engineering, 3.8/4.0
361 Capital May 2015 - Present
Personal Capital September 2014 - May 2015
AssetMark November 2010 - September 2014
Genworth Financial July 2013 - September 2013
Genworth Financial Asset Management 2010 - July 2013
Transmodus, Inc August 2009 - October 2010
John Hancock January 2008 - April 2009
Audio Experts 2006 - 2008
Skills
Insurance, Investments, Asset Allocation, Portfolio Management, Series 6, Series 63, Series 65, Mutual Funds, Wealth Management, Securities, Investment Strategies, Financial Services, Investment Advisory, ETFs, Asset Management, Equities, Bonds, Investment Management, Fixed Income, Wealth Management..., Salesforce.com, Financial Advisory, Fixed Annuities, Retirement
Education
Point Loma Nazarene University 2000 — 2005
BE, Business Administration
Point Loma Nazarene University
Bachelor of Business Administration (B.B.A.)
AssetMark August 2007 - Present
AIG August 2004 - August 2007
US Bank May 2003 - August 2004
Skills
Series 6, Mutual Funds, Fixed Annuities, Series 63, Securities, 401k, Insurance, Investments, Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Financial Services, Asset Management, Portfolio Management, Business Coaching, Financial Planning
Education
California State University-Northridge 1998 — 2003
BS, International Business, French, Finance
Universite De Droit, D'Economie Et Des Sciences, D'Aix-Marseille 2000 — 2001
Language Diploma - Level 2 and Undergrad Coursework Towards International Business Degree, French Language and Business, College
AssetMark March 2010 - Present
State Street August 2006 - March 2010
3Com November 2004 - August 2005
Education
Arizona State University 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2000 — 2004
Bachelor of Science in Computer Engineering, Computer Engineering, German Studies
AssetMark June 2014 - Present
JPMorgan Chase July 2011 - June 2014
Gaines and Puljic July 2010 - July 2011
UIC Society of Automotive Engineers August 2008 - May 2011
Comcast May 2008 - August 2008
Skills
Financial Reporting, Accounting, Account Reconciliation, Budgets, Financial Statements, Payroll, Financial Analysis, Journal Entries, Internal Audit, Sales, QuickBooks, Series 6, series 63
Education
University of Illinois at Chicago 2008 — 2011
Bachelor of Science, Accounting
Harper College 2006 — 2008
AssetMark May 2015 - Present
Skills
Financial Accounting, Client Relations Skills, Receptionist Duties, Daily Deposits, Data Entry, Databases, Microsoft Office, Writing, Accounts Receivable, Accounts Payable, Graphics, Client Education, Animal Work, Proficient Typing Skills, Appointment Scheduling, Phone Etiquette, CRM, Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
Arizona State University 2012 — 2016
Bachelor of Science, Computer Information Systems, 3.77
Arizona State University - W. P. Carey School of Business 2012 — 2016
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Carlson Wagonlit Travel August 2015 - Present
Goombal February 2014 - Present
AssetMark January 2015 - July 2015
Electronic Arts (EA) November 2014 - January 2015
George P Johnson Experience Marketing July 2014 - November 2014
MKTG INC/ YouTube February 2014 - July 2014
Salesforce.com Foundation June 2013 - February 2014
Data 2.0 August 2012 - May 2013
Safeway Foundation January 2012 - July 2012
KQED August 2010 - December 2011
Skills
Event Management, Experiential Marketing, Hospitality, Event Marketing, Promotions, Event Planning, Relationship Marketing, Leadership, Marketing, Management, CRM, Corporate Events, Sponsorship, Start-ups, Nonprofits, Advertising, Budgets, Sales, Email Marketing
Education
San Diego State University 1985 — 1990
BS, Business Administration-Marketing and Journalism-Advertising
Loara HS
Diploma, General Studies
Stadion Money Management January 2014 - December 2014
AssetMark March 2009 - December 2013
Wachovia Securities June 2007 - July 2008
Evergreen Investments October 2000 - June 2007
Evergreen Investments December 2002 - December 2005
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Wealth Management, Retirement Planning, Management, Asset Allocation, Asset Management, Financial Services
Education
Roanoke College 1989 — 2003
Bachelor of Science (BS)
se² June 2014 - Present
Payless ShoeSource January 2014 - June 2014
SafeMart August 2013 - January 2014
AssetMark February 2013 - July 2013
AssetMark February 2010 - February 2013
AssetMark August 2007 - February 2010
Ameriprise Financial Services, Inc. January 2006 - March 2007
CAS Systems, Inc. February 2005 - December 2005
CAS Systems, Inc. August 2002 - December 2005
CAS Systems, Inc. May 2002 - August 2002
Skills
Leadership, Risk Management, Risk Assessment, Financial Risk, Business Continuity, Change Management, Enterprise Risk..., Process Improvement, Risk Analysis, Operational Risk..., Operations Management, Insurance, Investigation, Business Analysis, Underwriting, Security, Fraud, Analysis, Customer Service, Finance, Management, Project Management, Team Leadership, Vendor Management
Education
California State University-Hayward 1996 — 2002
Bachelor of Business Administration (BBA), Finance, General
AssetMark May 2014 - Present
Inland Securities Corporation October 2013 - May 2014
JPMorgan Chase October 2011 - October 2013
JPMorgan Chase May 2010 - September 2011
UBS October 2009 - May 2010
Skills
Banking, Credit, Loans, Mortgage Lending, Residential Mortgages, Refinance, New Home Purchase
Education
Benedictine University 2005 — 2009
Finance, Finance
AssetMark August 2009 - Present
Orion's Mind, LLC. 2009 - 2009
LaSalle Bank/Bank of America 2003 - 2008
Sprint 2002 - 2002
Sprint 1999 - 2000
Sprint 1997 - 1999
Sprint 1992 - 1997
Skills
Blended Learning, MBTI, E-learning, Curriculum Design, DDI, Call Center, Performance Consulting, Instructional Design, Leadership Development, Talent Management, Process Improvement, E-Learning, Performance Management, Cross-functional Team..., Human Resources, Program Management, Leadership, Training, Call Centers, Management, Staff Development, Project Management, Needs Analysis, Analysis, Organizational..., Workshop Facilitation, Culture Change, Career Development, Training Delivery
Education
Biola University 1976 — 1980
BA, Intercultural Studies
Vista High School 1973 — 1976
Maine West
Maine West
Maine West
Roosevelt University
Masters Program, Training and Development Coursework
Mutual of Omaha June 2014 - Present
AssetMark September 2011 - Present
CMR Financial Advisors September 2011 - March 2014
AG Edwards/Stifel Nicolaus 2004 - 2011
Skills
Retirement Planning, Wealth Management, Investments, Financial Planning, Finance, Mutual Funds, Investment Advisory, Securities, Financial Services, Life Insurance, Critical Illness, Long-term Care, Disability Insurance, Portfolio Management, Retirement Income...
Education
Kamehameha Schools
High School Diploma
Loyola Marymount University, College of Business Administration
BA, Finance, Economics
AssetMark November 2013 - Present
Jones, Henle, and Schunck CPAs August 2007 - November 2013
Independent Technology Consultant January 2006 - August 2007
Summation Legal Technologies March 2004 - January 2006
Summation Legal Technologies March 2000 - March 2004
International Business Machines (IBM) October 1998 - March 2000
Quickstart Technologies January 1996 - October 1998
Skills
Microsoft Exchange, Active Directory, Disaster Recovery, Virtualization, Technical Support, IIS, Security, Windows Server, Network Security, Backup Exec, Group Policy, VMware ESX, Windows Server 2008, Network and Systems..., Microsoft Active..., Windows Group Policy..., Microsoft Hyper-V with..., Windows Desktop OS 7 /..., TCP/IP Networking - DNS, DHCP, Microsoft SQL Server..., Microsoft IIS..., Microsoft Terminal..., Sonicwall Firewall..., Symantec Backup Exec, Windows System..., Storage Technologies -..., RAID, NAS, Microsoft SharePoint, System Administration, SCVMM, DNS, Windows 7, Network Administration, Microsoft Active..., Splunk, F5 BigIP, XML Gateway
Education
C.S.U. Chico 1990 — 1994
BS
AssetMark February 2013 - Present
D/A Financial Group September 2007 - February 2013
Wells Fargo Bank October 2006 - September 2007
Wells Fargo August 2006 - October 2006
Wells Fargo July 2005 - August 2006
Skills
Retirement, 401k, Investments, Asset, Wealth Management, Retirement Planning, Securities, Portfolio Management, Disability Insurance, Insurance, Finance, Financial Services, FINRA, Employee Benefits, Asset Allocation, Sales, Life Insurance, Sales Management, Series 7
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Child Development
Newcastle Financial Advisors January 2006 - Present
Special Olympics Southern California 2003 - 2015
AssetMark 2012 - 2014
Kingdom Advisors 2003 - 2014
CRM - Empowering Leaders 2003 - 2014
Skills
Retirement Planning, Strategic Financial..., Small Business, Estate Planning, Public Speaking, Investment Advisory, Investments, Risk Management, Non-profits
Education
California Polytechnic State University-San Luis Obispo 1972 — 1976
Bachelor of Science, Industrial Engineering
American College, Philadelphia PA 1996 — 2001
Master of Science, Financial Services
FolioDynamix April 2015 - Present
AssetMark February 2012 - January 2015
PNC Wealth Management January 2011 - February 2012
PNC Wealth Management October 2009 - December 2010
National City Bank October 2006 - October 2009
Skills
Unified Managed Accounts, Product Management, Product Development, Business Analytics, Separately Managed..., Financial Product..., Investments, Project Management, Platform Management, Asset Managment, Investment Management, Investment Strategies, Asset Management, Business Strategy, Portfolio Management, Asset Allocation, Management, Leadership, Mutual Funds, Analysis, ETFs, Investment Advisory, Alternative Investments, Securities, Financial Services, Wealth Management..., Wealth Management, Strategy, Equities
Education
Kansas State University 1990 — 1996
BS, Monetary Policy
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
AssetMark November 2013 - Present
Genworth Financial Wealth Management January 2011 - November 2013
Genworth Financial October 2006 - April 2011
AssetMark Investment Services March 2001 - October 2006
State of Missouri December 1999 - December 2000
Skills
Consulting, Finance, Investments, Sales, Financial Services, Management, Leadership, Strategy, CRM, Portfolio Management, Business Development
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing & Strategy
University of Kansas 1995 — 2000
BS, Business
London School of Economics and Political Science 1998 — 1998
Certification, Finance
AssetMark August 2013 - Present
AppDirect December 2012 - June 2013
1800CONTACTS February 2009 - September 2012
1800Contacts June 2008 - February 2009
Skills
C#, Microsoft SQL Server, ASP.NET MVC, jQuery, JavaScript, Java, WatiN, WCF Services, Watir, SQL, Agile Methodologies, NUnit
Education
University of Utah 2007 — 2012
Computer Science
Brigham Young University 2001 — 2005
BS, Social Studies Teaching
Day's Jewelers August 2015 - Present
AssetMark February 2014 - May 2015
UBM Electronics January 2012 - May 2013
UBM Electronics April 2011 - January 2012
UBM Electronics August 2009 - April 2011
UBM TechWeb April 2008 - August 2009
Meltwater Group September 2007 - March 2008
Independent Capital Management April 2006 - August 2007
Skills
Email Marketing, Marketing Communications, Lead Generation, Marketing Strategy, Project Management, Eloqua, Online Advertising, Marketing, Social Media, Digital Media, Online Marketing, Digital Marketing, Advertising, B2B, Editing, Direct Marketing, Trade Shows, Copywriting, Integrated Marketing, B2B Marketing, Content Strategy
Education
Liberty University 2002 — 2005
BA, Teaching English as a Second or Foreign Language/ESL Language Instructor
AssetMark September 2015 - Present
Curian Capital September 2005 - August 2015
Curian Capital January 2003 - September 2005
Columbia Threadneedle Investments, US May 2002 - January 2003
First Investors January 2001 - May 2002
Charles Schwab March 2000 - January 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Series 65, Financial Services, Asset Management, Salesforce.com, Wealth Management, Investments, Retirement Planning, New Business Development, Alternative Investments, Securities, Financial Planning, Wholesale
Education
Kansas State University 1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services
Concordia High School 1990 — 1994
HS Diploma
AssetMark July 2010 - September 2015
Charles Schwab June 1999 - July 2010
Guinness Flight Investment Management 1996 - 1999
Mutual Fund Market News / DALBAR 1994 - 1996
Skills
Direct Marketing, Segmentation, Integrated Marketing, Marketing Communications, Marketing Strategy, Financial Services, Database Marketing, Lead Generation, Customer Acquisition, Marketing Automation, Product Marketing, Multi-channel Marketing, Marketing, Analytics, Email Marketing, Product Management, Marketing Management, B2B Marketing, Thought Leadership, Online Marketing, Management, Mutual Funds, Salesforce.com, Strategy, Strategic Partnerships, Content Management, Direct Mail, Public Relations, Sales, Leadership, CRM, Cross-functional Team..., Relationship Management, Digital Marketing, Brand Management, B2B, Social Media Marketing, Program Management, Investments, Social Media, Corporate Communications
Education
Boston University
B.A. and B.S., Double Major: Advertising/Mass Communications, French
AssetMark January 2015 - Present
AssetMark, Inc. (formerly Genworth Financial Wealth Management) August 2010 - January 2015
Genworth Financial Wealth Management February 2008 - August 2010
U.S. Bancorp Investments & Insurance January 2007 - January 2008
U.S. Bancorp Investments & Insurance September 2005 - January 2007
Skills
Series 7, Financial Advisory, Investment Management, CRM, Retirement, Investments, Mutual Funds, Wealth Management, Series 63, Series 65, ETFs, Finance, Sales, Series 6, Portfolio Management, Program Management, Leadership, Separately Managed..., Fixed Annuities, Asset Allocation, 401k, Securities, Client Aquisition, Manage client..., Manage Client...
Education
Benedictine University
Bachelor of Arts, Communications, 2005
DePaul University
Financial Planning Certificate Program, 2010
AssetMark September 2011 - Present
Ajilon Finance Solutions February 2011 - June 2011
Hartford Financial Service Group August 2006 - October 2009
The Hartford August 2002 - October 2006
Hartford Financial Service Group December 2000 - August 2002
Los Angeles Dodgers February 2000 - April 2001
Beneficial Finance October 1998 - November 1999
Skills
Recruiting, Strategic Financial..., Retirement Planning
Education
University of California, Los Angeles 2008 — 2010
Personal Financial Planning
Azusa Pacific University 1994 — 1998
BACHELOR OF SCIENCE, MARKETING
UC Berkeley
AssetMark January 2015 - Present
AssetMark September 2010 - December 2014
AssetMark April 2008 - September 2010
AssetMark June 2007 - April 2008
Skills
Asset Allocation, Wealth Management, Series 7, Asset Managment, Alternative Investments, Mutual Funds, Investment Advisory, Investments, Securities, Financial Modeling, Portfolio Management, Economics, Equities, Financial Analysis, Strategic Financial..., Risk Management, Retirement Planning, Business Strategy, Fixed Income, Investment Management, FINRA, Wealth Management..., Series 24, Salesforce.com, Training, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Coaching, Asset Management
Education
Denison University 2002 — 2006
Bachelors in Economics, Economics
37 Parallel Properties February 2014 - Present
JPMorgan Chase November 2012 - January 2014
Blue Shield of California May 2012 - November 2012
Anthem January 2011 - May 2012
Safeguard Financial May 2009 - December 2010
AssetMark July 2006 - May 2009
Skills
Insurance, Employee Benefits, Account Management, Sales, Health Insurance, Sales Management, Underwriting, Vendor Management, Brokers, Project Management, Commercial Real Estate..., Commercial Real Estate, Commercial Real Estate...
Education
California State University-East Bay 2004 — 2006
B.A., Economics
Diablo Valley College 2002 — 2004
A.A., Econcomics
AssetMark April 2011 - Present
Genworth Financial June 2009 - April 2011
JPMorgan August 2005 - June 2009
Skills
Microsoft Word, Risk Management, Retirement, Financial Analysis, Wealth Management, Series 7, Series 63, Securities, Change Management, Fixed Annuities, Coaching, Team Building, Fixed Income, Public Speaking, Financial Advisory, Alternative Investments, Asset Allocation, Equities, Mutual Funds, FINRA, Portfolio Management, Retirement Planning, Financial Services, Employee Benefits, Insurance, Series 24, Strategic Financial...
Education
Arizona State University West
Global Business
AssetMark 2011 - Present
Creative Genius 1994 - Present
Creative Genius 1990 - Present
AGI Media 2010 - 2011
Wilco Imports 2009 - 2010
Belly Shots 2000 - 2010
Sargent & Berman 2004 - 2008
RPA 2000 - 2003
Skills
Art Direction, Portrait Photography, Brochures, Image Manipulation, Photography, Graphic Design, Corporate Identity, Editorial, Advertising, Graphics, Integrated Marketing, Fashion, Headshots, Adobe Creative Suite, Logo Design, Creative Direction, Brand Development, Web Design, Storytelling, Catalogs, Pre-press, Direct Mail, Corporate Branding, Corportate Executive..., Workflow Management, MS Office Suite, Apple OS, Production Art, Team Building, Management, Customer Acquisition, Customer Service, Cross Functional..., Strategy, Training, Public Speaking, Management Of Creative..., InDesign
Education
Art Center College of Design 1988 — 1992
Bachelor of Arts (BA), Photography
AssetMark September 2015 - Present
Curian Capital September 2010 - September 2015
Novo Vision Partners January 2009 - August 2010
Russell Investments February 2001 - December 2008
Robert W. Baird 1992 - 2001
Global Capital Securities November 1990 - February 1991
Kansallis-Osake-Pankki January 1989 - November 1990
Nikko Securities 1987 - 1988
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Financial Services, Alternative Investments, Investment Advisory, Financial Advisory, Fixed Annuities, Series 63, Insurance, Strategic Financial..., Separately Managed..., Strategy, Wealth Management, Public Speaking, Retirement Planning, Practice Management, Equities, Bonds, Consultative Selling, Financial Planning
Education
New York Institute of Finance 1985 — 1989
University of Wisconsin-Whitewater 1982 — 1984
Liberal Arts
Macalester College 1980 — 1982
Liberal Arts
Woodlands Academy of the Sacred Heart 1978 — 1980
J.P. Morgan Chase Bank N. A. March 2015 - Present
AssetMark April 2014 - September 2014
AssetMark March 2014 - April 2014
AssetMark August 2013 - February 2014
Providence Catholic High School February 2011 - May 2013
Education
Illinois State University 2007 — 2010
Bachelor's of Science, Political Science and Government
Providence catholic 2001 — 2005
General Education
AssetMark October 2014 - Present
AssetMark May 2014 - October 2014
AssetMark June 2012 - May 2014
Edward Jones October 2010 - June 2012
Skills
Series 7, Series 66, •Illinois life..., Investments, Education Funding, Retirement Planning, Wealth Management, Series 63, Investment Advisory..., Investment Advisory
Education
Indiana University Bloomington 2005 — 2009
Bachelor's Degree
CSAA Insurance Group 2014 - Present
AssetMark April 2013 - 2014
Meru Networks October 2011 - April 2013
Nelson Communications 1994 - November 2011
Girls Lead Now February 2008 - March 2010
Apple Inc. 1985 - 1994
Skills
Direct Marketing, Integrated Marketing, Email Marketing, Collateral, Leadership, Fundraising, Program Management, CRM, Market Research, Marketing Communications, Strategic Planning, Brand Development, Marketing Strategy, Project Management, Training, Marketing, B2B, Strategy, Management, Product Development, Strategic Partnerships
Education
Saint Mary's College of California
Bachelor of Arts, Human Services
AssetMark April 2013 - July 2014
AssetMark April 2008 - April 2013
Bank of the West April 2005 - April 2008
Skills
Customer Service, Account Management, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning
Education
California State University-East Bay 1998 — 2000
English, Creative Writing
Diablo Valley College 1996 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Sheaff Brock Investment Advisors March 2014 - Present
Fidelity Investments October 2012 - June 2013
AssetMark June 2007 - September 2011
Principal Financial Group 2004 - 2006
Skills
Financial Planning, Insurance, Securities, Asset Management, Customer Relations, Cold Calling, Series 6, Mutual Funds, Wealth Management, Series 63, Banking, Group Benefits, Asset Allocation, Client Service, Wholesaling, Series 7, Investments, Finance, Relationship Management, Series 65, FINRA, Strategic Financial..., Financial Services, Employee Benefits, Management, Retirement Planning, Wholesale, Retirement, Financial Advisory, Life Insurance, Fixed Annuities, Sales, Portfolio Management, Disability Insurance, Training, 401k, Customer Service, Investment Strategies, Alternative Investments, Uniform Combined State..., Equities, Investment Advisory, IRAs, Long-term Care, Estate Planning, Health Insurance, Pensions, ETFs, Wealth Management..., Client Services
Education
California State University-Los Angeles 1993 — 1997
Sociology
Alverno High School
Cal Poly San Luis Obispo
AssetMark April 2015 - Present
AssetMark November 2013 - April 2015
Fountain View Fitness 2013 - 2014
Costco Wholesale November 2007 - November 2013
Chicago Hilton Indian Lakes Resort May 2011 - August 2011
Windsor Manor Assisted Living July 2006 - November 2007
Skills
Team Leadership, Organization, Communication, Time Management, Customer Satisfaction, Office Administration, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Retail, Inventory Control, Cpr Certified, Cash Handling Experience, Public Speaking, Customer Service, Management, Event Planning, Leadership, Sales, Social Networking
Education
Eastern Illinois University 2008 — 2011
Bachelor of Science, Hospitality Administration/Management
VOX Consulting June 2011 - Present
AssetMark October 2011 - September 2014
Apollo Group May 2006 - July 2011
Skills
Change Management, Process Simulation, Leadership Development, Performance Consulting, Instructional Design, Organizational..., Organizational..., Coaching, Staff Development, Performance Management, Training, Talent Management, Learning Management..., Needs Analysis, Employee Engagement, Adult Education, Benefits Administration, Career Development, Executive Management, Leadership, SharePoint, ADDIE, Great communications..., E-Learning
Education
University of Phoenix- MAED/Adult Education and Training 2010 — 2012
MA, Educational Leadership
University of Phoenix 2006 — 2010
Bachelor of Science in Business Management, Leadership, International Business, Total Quality Management
Arizona State University 2004 — 2005
General Studies Transfer
AssetMark June 2015 - Present
The Collegian September 2012 - Present
Law Offices of Jeffrey B. Kahn October 2014 - March 2015
AssetMark June 2014 - August 2014
Diablo Magazine June 2013 - June 2014
Encore June 2012 - December 2012
The Collegian (Saint Mary's College Newspaper) September 2011 - November 2012
Blast Magazine October 2011 - June 2012
The Hatchet September 2010 - June 2011
Skills
Legal Writing, Legal Compliance, Financial Reporting, Market Analysis, Financial Analysis, Project Management, Microsoft Excel, English, Microsoft Office, Tax Law, Tax Returns, PowerPoint, InDesign, News Writing, Critical Thinking, Document Drafting, Legal Research
Education
Saint Mary's College of California 2011 — 2015
Bachelor of Arts (BA), English Language and Literature, General, Communications, 3.8
AssetMark March 2014 - Present
Embassy Management, LLC March 2013 - March 2014
Career Path Services May 2012 - August 2012
River Point Farms June 2011 - September 2011
The Davenport Hotel and Tower February 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Data Entry, HRIS
Education
Eastern Washington University 2008 — 2012
Bachelor's degree, Human Resources Management
AssetMark December 2013 - Present
Santa Ana Police Foundation September 2013 - November 2013
Barrington Investments February 2013 - July 2013
SGI September 2011 - October 2012
Darrel Dorr Productions June 2010 - August 2011
What The Dickens Carolers October 2010 - January 2011
Indiana University Bloomington January 2010 - May 2010
Skills
Marketing, Event Management, Public Speaking, Social Media, Creative Direction, Marketing Communications, Event Planning, Video, Entrepreneurship, Real Estate, Strategic Financial..., Financial Reporting, Financial Analysis, Social Networking
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Entrepreneurship and Management
AssetMark June 2015 - Present
Department of State June 2014 - September 2014
Skills
International Relations, International..., Foreign Policy, Human Rights, Public Speaking, International Security, Government, Politics, Policy Analysis, Diplomacy, European Union, Foreign Affairs, Strategic Planning, Policy, Political Science, Public Policy, Research
Education
Dartmouth College 2015 — 2019
Comparative Politics
Foothill High 2011 — 2015
AssetMark June 2010 - Present
The Pacific Bridge Companies March 2009 - May 2010
Bank of Hawaii Asset Management Group July 2005 - March 2009
Bank of America Private Bank April 2000 - July 2005
Skills
Alternative Investments, Financial Analysis, Wealth Management, Investment Management, Investment Strategies, Portfolio Management, Asset Management, Investments, Management
Education
Loyola Marymount University 1997 — 1999
MBA, Finance
University of Arizona 1991 — 1996
Bachelor of Arts (BA), Political Science
AssetMark July 2015 - Present
HP Autonomy November 2012 - July 2015
HP Autonomy October 2011 - November 2012
Abbott Laboratories June 2009 - October 2011
Abbott Laboratories July 2007 - June 2009
Imaging Office Systems October 2002 - July 2007
Flextronics December 2001 - July 2002
Houlihans July 2000 - December 2001
USMC October 1995 - February 2000
Skills
Process Improvement, Software Documentation, Business Intelligence, Business Analysis, SDLC, Business Process, Cross-functional Team..., Management, Integration, Project Management, SaaS, Testing, Software Development, Vendor Management, SharePoint, Visio, Team Building, Document Management, Team Leadership, SQL, Program Management, Quality Assurance, Data Analysis, MS Project, Supply Chain, Supply Chain Management, Software Quality Control, Release Management
Education
Northwestern University 2006 — 2008
Masters of Science in Computer Information Systems, Computer Informaiton Systems
Robert Morris University - Illinois 2000 — 2003
BS, Applied Science, Computer Networking
AssetMark May 2014 - Present
Gallup November 2009 - May 2014
The Campus Special August 2013 - August 2013
CIMBA 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, Customer Satisfaction, Microsoft Word, Team Leadership, Market Research, Customer Service, Data Analysis, Teamwork, PowerPoint, Event Planning, Social Networking, Communication, Public Speaking
Education
University of Nebraska-Lincoln 2008 — 2013
Bachelor of Science (B.S.), Business Administration
CIMBA 2012 — 2012
Business Administration and Management, General
AssetMark June 2015 - Present
AssetMark 2014 - 2014
Skills
Microsoft Office, Microsoft Excel, Management, Project Management, Customer Service, Business Analysis, Team Leadership, SharePoint, Microsoft Word
Education
California State University-Chico 2015 — 2016
Business Administration, Project Management
AssetMark January 2015 - Present
Rawhide Western Town & Steakhouse September 2012 - December 2014
Boston Market July 2011 - July 2012
Skills
Customer Service, Sales, Leadership, Teamwork, Public Speaking, Microsoft Excel, Social Networking, Time Management, Project Management, Fundraising, Financial Analysis, Team Building
Education
Arizona State University 2011 — 2014
Bachelor's degree, Finance and Financial Management Services
AssetMark February 2015 - Present
AssetMark August 2011 - February 2015
AssetMark June 2009 - August 2011
AssetMark January 2007 - June 2009
Northwestern Mutual Investment Services September 2004 - December 2006
Skills
Life Insurance, Financial Services, Vendor Management, New Business Development, Insurance, Process Improvement, Mutual Funds, Risk Management, Program Management, Investments, Project Management, Wealth Management, Series 63
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Boston University Questrom School of Business 2002 — 2004
Xavier College Preparatory 1996 — 2000
AssetMark July 2015 - September 2015
Honeywell Aerospace February 2015 - May 2015
Arizona State University W.P. Carey School of Business August 2014 - May 2015
U-Haul International, Inc. April 2014 - August 2014
Arizona State University August 2012 - December 2013
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Higher Education, Teaching, PowerPoint, Student Development, Marketing, Research, Matlab, Statistics, Student Affairs, Multi Tasking, Logistics Analysis, Supply Chain Management
Education
Arizona State University, W. P. Carey School of Business 2014 — 2015
Master of Science (M.S.), Business Analytics, 3.7
Arizona State University 2010 — 2013
BS, SCM, GPA3.8
AssetMark August 2015 - Present
Bank of America December 2013 - June 2015
AssetMark March 2013 - November 2013
First American Home Buyers Protection March 2012 - February 2013
DraftFcb Healthcare August 2008 - September 2011
Infranco Moore Group July 2007 - July 2008
Chandler Chicco Agency 2005 - 2007
Regan Campbell Ward • McCann 2004 - 2005
ARPageOne 1999 - 2003
Skills
QuarkXPress, Graphic Design, Art Direction, Photoshop, Adobe Acrobat, Adobe Creative Suite, Creative Direction, Advertising, Graphics, Marketing Communications, Image Manipulation, Direct Mail, Banner Ads, Email Newsletter Design, UI/UX, Web Site Production, Retouching, Typography, Illustrator, Logo Design, InDesign, Corporate Identity, Brochures, Mac, Packaging, Web Design, Layout, Production, Concept Development, Copywriting, Pre-press, Invitations, Print Production, User Experience Design
Education
Kennesaw State University 1992 — 1997
English Degree
Kennesaw University 1992 — 1997
B.A, English
AssetMark January 2015 - Present
Burbank Unified School District (Burbank High School) January 2011 - May 2011
Cutler Commercial May 2009 - August 2009
Skills
• Advanced proficiency..., • Exceptional..., • Innovative, • Dynamic team builder, • Adaptable, • Problem solver, Microsoft Office, Customer Service, Management
Education
California State University-Northridge 2012 — 2014
Bachelor of Science (B.S.), Finance, General
University of Arizona
AssetMark March 2015 - Present
Public Consulting Group October 2013 - March 2015
Public Consulting Group January 2013 - October 2013
Pioneer Investments July 2012 - October 2012
Massachusetts House of Representatives February 2011 - May 2012
Skills
Project Management, Process Improvement, Financial Analysis, Strategic Planning, Research, Corporate Finance, Account Reconciliation, Microsoft Excel, Investment Knowledge, Oral & Written..., Customer Service, Client Relations Skills, Microsoft Dynamics, Microsoft Word, Windows, Billing Systems, PowerPoint, Presentations, DST, Analysis, Management, Business Analysis, Data Analysis, Finance, Leadership
Education
Boston University 2010 — 2012
Bachelor of Arts (B.A.), Political Science
i2i Systems Inc. December 2014 - Present
KLH Consulting September 2013 - Present
AssetMark 2015 - 2015
AssetMark 2015 - 2015
National Budget Planners January 2013 - August 2013
Clare Computer Solutions January 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Networking, Windows Server, Cisco Technologies, Microsoft SQL Server, Cloud Computing, Leadership
Education
Golden Gate University
Bachelor of Applied Science (B.A.Sc.), Information Technology
Heald College-Concord
Associate of Applied Science, Information Technology
AssetMark November 2014 - Present
AssetMark January 2014 - Present
AssetMark October 2013 - December 2013
Genworth Financial May 2013 - October 2013
Bank of America March 2012 - May 2013
Merrill Lynch August 2011 - January 2012
Coldwell Banker March 2005 - February 2011
Skills
Series 6, Series 63, Series 65, Investments, Mutual Funds, Stocks, ETFs, Retirement Planning, Retirement Savings, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, 401k, 401k Rollovers, Growth Management, Multi-family Investments, Investment Management, Banking, Real Estate, Real Estate Development
Education
California State University-Northridge 2011 — 2013
Bachelor's degree, Financial Planning and Services, 3.62
AssetMark January 2014 - Present
Genworth Financial December 2006 - December 2013
Charles Schwab November 2005 - December 2006
Skills
Asset Allocation, Leadership, Mutual Funds, Securities, Investment Strategies, Training, Coaching, Project Management, Insurance, Series 7, Customer Satisfaction, Risk Management, Retirement Planning, Management, Process Improvement, Series 63, Wealth Management, Financial Services, Alternative Investments, 401k, Strategic Financial..., Portfolio Management, Retirement, Asset Management
Education
Northern Michigan University 1991 — 1999
B.S., Finance Management
University of Phoenix 2003 — 2005
MBA, Management
Bank of the West May 2015 - Present
AssetMark September 2013 - May 2014
Kaiser Permanente May 2012 - August 2013
Amplify Technologies, LLC June 2011 - May 2012
Wells Fargo Bank September 2009 - March 2011
MacDonald-Bedford, LLC November 2008 - May 2009
FlashBacks Unlimited June 2005 - October 2008
Norfield Industries June 2004 - July 2005
Skills
Dreamweaver, Visio, HTML, SharePoint, CSS, PowerPoint, Salesforce.com, Manticore, Infusionsoft, PMP, Advertising, Access, Online Marketing, Email Marketing, MS Project, Photoshop, PHP, FTP, Quality Assurance, Project Management, Communication, File Sharing, Microsoft Office, Scrum, Agile Methodologies, Web Development, Negotiation, Team Building, Risk Assessment, Six Sigma, Marketing, Project Portfolio..., Databases, IT Management, Budgets, Microsoft Project
Education
California State University-Chico
Bachelor of Science (B.S.), Marketing
California State University-Chico
Bachelor of Science (B.S.), Business Management
Project Management Institute (PMI) 2012 — 2012
PMP, Project Management
PwC June 2014 - Present
AssetMark July 2011 - May 2014
State Street Bank May 2007 - December 2010
Pension Specialists, Inc November 2005 - May 2007
Skills
Financial Reporting, Account Reconciliation, Mutual Funds, Accounting, Investments, Valuation, Analysis, Financial Statements, Fund Accounting, Auditing, Fund Administration, Internal Audit, Microsoft Excel, Project Management, Trading, Financial Accounting, Financial Analysis, Teaching, Microsoft Office
Education
University of California, Davis 2000 — 2005
Bachelor of Science (B.S.), Managerial Economcis
Golden Gate University 2012 — 2013
Master of Science (M.S.), Finance, General
AssetMark April 2013 - Present
Genworth Financial August 2009 - April 2013
Charles Schwab February 2008 - April 2009
Ameriprise Financial October 2006 - February 2008
USAA Federal Savings Bank 2002 - 2006
Choice Hotels International January 1998 - January 2001
Choice Hotels International January 1996 - January 1998
Choice Hotels International January 1993 - January 1996
Skills
Employee Benefits, Retirement, Sales, Strategic Planning, Call Centers, Budgets, Series 7, Estate Planning, Pensions, Financial Advisory, Small Business, Retirement Savings, Business Relationship..., Operations Management, Workforce Planning, Workflow Applications, IRAs, Trust Services, Manage Client..., Department Budgeting, Executive Coaching, Department..., Financial Services, Management, Investments, Leadership, Retirement Planning, Business Strategy, CRM, Portfolio Management, Risk Management
Education
Lewis and Clark College
Bachelor of Arts, Communications
Cypress Global Services Inc June 2013 - Present
AssetMark 2013 - Present
Thomas Roulston Investment Partners, Inc. June 2012 - August 2012
Infotech Enterprises Ltd August 2008 - July 2011
Skills
Problem Solving, C, C++, Requirements Analysis, Risk Management, IT Operations, Operations Management, Databases, Business Analysis, Competitive Analysis, Data Analysis, SQL, Testing, Analysis, Financial Modeling, Team Leadership, Six Sigma, Software Development, ERP, Business Development, Software Project..., Management
Education
WEATHERHEAD SCHOOL OF MANAGEMENTCase Western Reserve University 2011 — 2013
Master, Business Administration, GPA 3.9
Andhra University 2004 — 2008
Bachelor of Technology, Information Technology
vijnana vihara
AssetMark January 2014 - Present
Friends of The University of Latvia February 2011 - Present
StartupLatvia May 2013 - Present
LinkedIn October 2012 - February 2013
GE Capital Corp July 2006 - August 2011
Merry Point Development Co. of Virginia December 2002 - May 2004
JPMorgan Chase & Co. July 1997 - December 2002
JPMorgan 1997 - 2002
Education
Columbia University - Columbia Business School
MBA
Northwestern University
BA
Polytechnic School
AssetMark January 2015 - Present
Zumba July 2012 - Present
Aris Corporation March 2014 - December 2014
Kish Bank July 2012 - March 2014
Kish Bank August 2010 - July 2012
Interac Co., Ltd. September 2006 - March 2010
Japan Exchange and Teaching Program(me) (JET) 2004 - 2006
Aris Corporation July 2003 - July 2004
Skills
Editing, Banking, Japanese, Japanese culture, Event Planning, Intercultural..., Microsoft Office, Teaching, Teaching English as a..., Proofreading, Microsoft Word, Photoshop, ESL, International Education, Social Networking, Teaching English as a..., InDesign, QuarkXPress, Nonprofits, Public Speaking
Education
Dickinson College 1999 — 2003
Bachelor of Arts (BA), English Language and Literature/Letters
AssetMark March 2015 - Present
Institutional Real Estate, Inc. July 2014 - March 2015
Marcus & Millichap February 2013 - July 2014
Cole Real Estate Investments May 2011 - February 2013
Johnson Media Ventures LLC April 2009 - May 2011
Cygnus Business Media August 2010 - April 2011
American Airlines July 2006 - September 2008
CoStar Group January 2005 - June 2006
Wells Real Estate Funds November 2002 - January 2005
Penton Media September 1992 - December 1999
Skills
Marketing, Social Media, Retail, Media Relations, New Business Development, Business Development, B2B, Leadership, Sales, Management, Blogging, Public Relations, Real Estate, Publishing, Commercial Real Estate, Disposition, Public Speaking, Investment Properties, Social Media Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Market Research, Advertising
Education
University of Missouri-Columbia 1980 — 1982
Bachelor's degree, Business Journalism
Missouri Southern State University 1978 — 1980
Associate of Arts (A.A.), Business, Journalism
AssetMark November 2012 - Present
Citi 2009 - 2012
Charles Schwab 2007 - 2009
Charles Schwab 2002 - 2007
Charles Schwab 1999 - 2002
Charles Schwab 1996 - 1999
Charles Schwab 1995 - 1996
Charles Schwab 1992 - 1995
Charles Schwab 1990 - 1992
Skills
Series 7, Series 24, Program Management, Project Management, Product Development, Cross-functional Team..., Customer Experience, Strategy, Management, Marketing Strategy, Financial Services, Website Development, User Experience, Achieving Results, Banking, Process Improvement, Leadership, Business Process..., Project Portfolio..., Business Analysis, Marketing, Strategic Planning
Education
Stanford University 1983 — 1987
BA, Psychology
Punahou School 1970 — 1983
AssetMark April 2001 - Present
OneMediaPlace October 1999 - February 2001
Iowa Department of Education January 1999 - September 1999
TEAM Technologies June 1998 - November 1998
Education
Grinnell College 1993 — 1998
BA, Chemistry
Lincoln High School 1989 — 1993
AssetMark July 2014 - Present
Cable One August 2010 - Present
Bresnan Communications September 2006 - July 2008
Innovative Card Scanning Inc October 2005 - September 2006
Privacy, Inc November 2003 - October 2005
Vocaldata, Inc September 1999 - September 2003
Skills
Integration, Network Engineering, Linux, VoIP, Cisco Technologies, H.323, Software Development, J2EE Web Services, Networking, MPLS, Testing, SS7, DOCSIS, IP, Troubleshooting, Security, Solaris, QoS, VPN, Scrum, SIP, MGCP, Routers, OSPF, Agile Methodologies, Product Management, J2EE Application..., Switches, IPSec, Telecommunications, TCP/IP, Telephony, Unified Communications, Multithreading, MySQL, SNMP, Firewalls, C++, IPTV, BGP, Perl, Ethernet, Network Design, Network Security, WiFi, Java, IVR, SQL, Network Architecture, ISDN
Education
Arizona State University 1996 — 1999
AssetMark July 2015 - Present
Four26 Partners LLC January 2013 - Present
Curian Capital November 2002 - December 2012
Berger Financial Group September 2001 - October 2002
Charles Schwab March 2000 - June 2001
Skills
Investments, Marketing, Investment Advisory, New Business Development, Relationship Management, Business Planning, Strategic Financial..., Strategy, Start-ups
Education
University of Colorado Denver
Master of Business Administration (M.B.A.)
Metropolitan State College of Denver
Bachelor of Science (B.S.), Management
AssetMark April 2015 - Present
AssetMark (formerly Genworth Financial Wealth Management) September 2013 - April 2015
Genworth Financial June 2011 - August 2013
Greater Phoenix Economic Council July 2010 - July 2011
Greater Phoenix Economic Council May 2007 - July 2010
Cable One, Inc April 2006 - May 2007
Staff Management / Seaton Corp September 2004 - March 2006
US Army July 1998 - February 2003
Skills
Spanish, Change Management, Recruiting, Performance Management, Operations Management, Strategic Partnerships, Compensation & Benefit, Analysis, Human Resources, Non-profit Volunteer, Board of Director..., Microsoft Office, Oracle HR, Employee Relations, Employment Law, Employee Wellness, Leadership, Strategic Planning, Interviews, Policy, Organizational..., Business Development, Management, Program Management, HR Consulting, Team Building, Hiring, Strategy, Career Development, HRIS, Performance Appraisal, Talent Acquisition, Leadership Development
Education
Auburn University 1994 — 1998
Criminology, Psychology
Universidad Internacional
Spanish
AssetMark April 2008 - Present
Nationwide August 2006 - April 2008
Skills
Wealth Management, Investment Management, Series 63, Asset Allocation, Series 6, Retirement Planning, Retirement, Series 65, Investments, Alternative Investments, 401k
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance
AssetMark July 2013 - March 2015
Andronico's Markets October 2011 - July 2013
Logistic Air, Inc. March 2009 - July 2009
AndersonDDB 2007 - 2008
Meridian Capital, Inc. August 2002 - October 2007
Skills
Multi-state Payroll..., Payroll Processing, Paychex, Payroll, ADP Payroll, Ceridian Payroll System, Journal Entries, General Ledger, Account Reconciliation, Microsoft Excel, Strategic Planning, Leadership, Microsoft Office, Accounting, Tax Preparation
Education
Texas Wesleyan University 1996 — 1997
The University of Texas at Arlington 1994 — 1996
BS, Accounting
Middlesex Community College 1976 — 1977
A.S., Accounting
AssetMark June 2015 - Present
AssetMark November 2012 - June 2015
AssetMark Trust Company November 2009 - June 2015
Genworth Financial Wealth Management December 2006 - November 2012
Genworth Financial January 2005 - December 2006
General Electric January 2003 - January 2005
Skills
Asset Managment, Financial Modeling, Six Sigma, Portfolio Management, Risk Management, Business Analysis, Financial Analysis, SDLC, Process Improvement, Investments, Vendor Management, Mergers, Project Management, Strategic Financial..., Salesforce.com, Analytics, Financial Services, Operations Management, Change Management, Strategy, IT Strategy, JavaScript, Product Management, Program Management, Cross-functional Team..., Leadership
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business Administration
AssetMark January 2011 - Present
Wells Fargo Bank November 2009 - November 2010
JPMorgan Chase September 2008 - December 2009
Washington Mutual October 2005 - September 2008
Providian Financial October 2002 - January 2006
Providian Financial October 1994 - October 2002
Skills
Business Process Mapping, Customer Retention, Business Transformation, Organizational..., E-commerce, IT Leadership, Customer Service, Strategy, Governance, Liaison, Contract Negotiation, Project Management, Leadership, Cross-functional Team..., Process Improvement, Management, Vendor Management, Operations Management, Credit Cards, Talent Management, Program Management, Risk Management, SDLC, Outsourcing, Analytics, Team Building, Call Centers, Mergers & Acquisitions, Business Development, Financial Services, Business Process, Business Strategy, Executive Management, Business Process..., Banking, Business Analysis, Enterprise Software, Project Portfolio..., Budgets, Team Management, PMO, Integration, Product Management, Business Intelligence, CRM, Change Management, Business Requirements, Product Development, Relationship Management, IT Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2014
Certificate, Financial Analysis for Non Financial Executives, Certified
Medic First Aid/CPR 2010 — 2010
First/Aid CPR Certificate
Six Sigma - Qualtech 2005 — 2005
Six Sigma, Green Belt
California State University-Sacramento 1987 — 1991
Bachelors, Organizational Communications
AssetMark January 2014 - Present
Genworth Financial May 2008 - December 2013
Wells Fargo October 2006 - December 2007
Devuture December 2005 - September 2006
J.D. Power and Associates September 2001 - December 2005
NS Consulting March 2000 - September 2001
VisionOne December 1998 - February 2000
Skills
Agile Methodologies, SDLC, SQL, Databases, Database Design, Data Modeling, Business Intelligence, Data Warehousing, OLAP, ETL, Microsoft SQL Server, SSIS, SSRS, SSAS 2008, Powershell, Active Directory, Red Hat Linux, MySQL, Oracle, T-SQL, PL/SQL, SQL Tuning
Education
California State University, Fresno 1995 — 1999
AssetMark January 2013 - Present
Bank of the West August 2010 - January 2013
Wells Fargo December 2009 - August 2010
Washington Mutual Card Services 2007 - 2009
Washington Mutual 1993 - 2009
Washington Mutual Card Services 2004 - 2007
Washington Mutual/Providian Financial February 2001 - August 2004
Ingram Entertainment 1986 - 1993
Skills
User Acceptance Testing, IT Management, Strategy, Change Management, Project Management, Management, Cross-functional Team..., Testing, Operations Management, Software Project..., Business Requirements, PMP, Program Management, Outsourcing, Analytics, PMO, Project Portfolio..., Sales, Agile Methodologies, Business Process, Visio, Quality Assurance, SharePoint, Business Process..., Requirements Gathering, Integration, Call Centers, Analysis, Leadership, Business Analysis, Process Improvement, Enterprise Architecture, Product Management, Finance, Vendor Management, Business Intelligence, Requirements Analysis, Team Leadership, Risk Management, Software Documentation, Project Planning, Software Development, SDLC, CRM, IT Strategy, Data Analysis, MS Project, Banking, Process Engineering
Education
Chabot College
Nelson Capital Management June 2014 - Present
AssetMark June 2010 - June 2014
OceanView Capital; Prestige Capital November 2007 - May 2010
Great Point Capital August 2003 - November 2007
Skills
Electronic Trading, Equities, Portfolio Management, Series 7, Investments, Bloomberg, Securities, Asset Management, Mutual Funds, Asset Allocation
Education
Northwestern University
Bachelor's Degree
AssetMark May 2014 - November 2014
Bluhomes February 2014 - February 2014
Robert Half International 2010 - 2013
Hewlett-Packard October 2012 - November 2012
Ambient Consulting, LLC February 2012 - August 2012
Volt Technical Resources March 2010 - September 2011
Robert Half Technology August 2008 - March 2010
Wells Fargo March 1999 - May 2008
Harris Corporation February 1981 - November 1998
Skills
Powershell, VBScript, Windows Server, Active Directory, XP, Storage Area Networks, High Availability, Servers, SAN, IIS, Unix, Windows XP, Vendor Management, Data Center, Firewalls, Operating Systems, Technical Support, Infrastructure, Disaster Recovery, Security, Microsoft SQL Server, Information Technology, Troubleshooting
Education
California State University-Fresno 1971 — 1973
BA, Poli Sci
Moorpark College 1970 — 1971
AA, General ED
AssetMark March 2013 - Present
Loan Resolution Corporation June 2011 - September 2012
Public Storage May 2005 - March 2011
MCIWorldCom October 1998 - May 2005
AT&T April 1993 - September 1998
Skills
Program Management, Vendor Management, Management, Access, Call Center, Call Centers, Training, Marketing, Forecasting, Leadership, Analysis, Team Building, Budgets, Customer Service, Customer Satisfaction
Education
University of Phoenix 2003 — 2006
Bachelors of Science, Information Technology
Milligan College 1988 — 1990
B.A, Business
New Horizons' Computer Learning Center
Bank of the West September 2014 - Present
AssetMark September 2013 - September 2014
Computershare December 2010 - September 2013
Ghaffari and Zaragoza LLP May 2007 - November 2010
Beyond Emancipation September 2006 - May 2007
San Francisco Planning and Urban Research Association (SPUR) March 2005 - August 2006
Telegraph Area Association March 2004 - March 2005
Education
California State University-East Bay 2005 — 2007
UC San Diego School of Global Policy and Strategy (GPS) 2000 — 2002
M.A
Fu Jen Catholic University 1996 — 2000
BA
AssetMark March 2014 - Present
RMB Capital Management May 2011 - January 2014
AllianceBernstein November 2006 - April 2011
RBC Dain Rauscher 2005 - 2005
Skills
Wealth Management, Investment Management, Retirement Planning, Series 65, Certified Financial...
Education
Creighton University 2002 — 2006
BSBA, Finance
Creighton Prep 1998 — 2002
AssetMark July 2015 - Present
Bank of the West January 2015 - July 2015
Charles Schwab September 2014 - January 2015
Serene Corporation December 2009 - October 2014
Bank of the West September 2008 - November 2009
Capital One October 2007 - September 2008
National City Bank December 2006 - September 2007
Orange PCS March 2006 - November 2006
Skills
Business Analysis, CRM, Testing, Project Management, Requirements Analysis, Enterprise Architecture, Financial Reporting, Financial Accounting, Solution Architecture, Data Analysis, Siebel, Business Intelligence, Integration
Education
Institute of Management Technology, Ghaziabad 2001 — 2003
Post Graduate Diploma in Business Administration, Finance and Financial Management Services
Delhi University 1997 — 2000
Bachelor of Commerce (B.Com.), Finance, General
AssetMark March 2009 - Present
Kensington Investment Group September 2005 - October 2008
Education
Mount Holyoke College 1992 — 1996
BA, Economic, English Literature
Vanguard May 2014 - Present
AssetMark January 2014 - May 2014
TD Ameritrade January 2009 - January 2014
Wachovia March 2007 - December 2008
Thrivent Financial for Lutherans 2005 - 2007
Ameriprise Financial 2003 - 2005
Centerpoint Energy 1998 - 2003
Spring ISD 1997 - 1998
Texas House of Representatives - State Representative Kevin Brady 1993 - 1996
Skills
401k, Retirement Planning, Microsoft Office, Asset Allocation, Options, Series 7, Mutual Funds, Retirement, Asset Managment, Investments, Securities, ETFs, Finance, Risk Management, Wealth Management, Portfolio Management, Visio, Business Process, Process Improvement, Strategic Financial..., Series 66, Investment Advisory, Asset Management, Uniform Combined State..., Insurance, Financial Analysis, Investment Strategies, Estate Planning, Financial Advisory, Wealth Management..., Long-term Care, Alternative Investments, IRAs, Wealth, Series 65, Analysis, FINRA, Separately Managed..., Series 6, Financial Planners, High Net Worth..., 401k Rollovers, Retirement Plan..., Wealth Accumulation, Personal Financial..., Investment Management
Education
Sam Houston State University 1993 — 1995
Bachelor of Arts (BA), Political Science and Government
AssetMark November 2007 - Present
Dunham & Associates 2006 - 2008
Skills
Qualifying Prospects, Sales, Management, Wealth Management, Series 7, Series 63, Salesforce.com, Mutual Funds, Account Management, Customer Retention, Investments, Series 6, Investment Advisory
Education
Cambridge College 1996 — 1998
MED, Education
University of Massachusetts Dartmouth 1993 — 1995
BA, Sociology
FTJ FundChoice January 2003 - Present
Assetmark 2000 - 2002
Quest Financial Group 1998 - 2000
Education
Miami University 1989 — 1994
Beaumont Capital Management (BCM) December 2014 - Present
AssetMark December 2012 - October 2014
MFS Investment Management December 2006 - August 2012
BlackRock August 2004 - December 2006
Brinker Capital September 2002 - July 2004
Skills
Series 63, Series 7, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Portfolio Management, Retirement, Investment Strategies, Investment Advisory
Education
Baylor University 1998 — 2001
BBA, Management & Business Strategy
Abilene Christian University 1996 — 1998
BBA Business Management
AssetMark March 2014 - Present
Janney Montgomery Scott August 2009 - March 2014
KeyBanc Capital Markets October 2006 - August 2009
KeyBanc Capital Markets May 2005 - August 2005
Wal-Mart Stores Inc. May 2003 - August 2003
Skills
Series 7, Fixed Income, Securities, Bonds, Sales, Investments, Capital Markets, Investment Advisory, Equities, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Investment Banking, Banking, Series 63, Private Banking, Investment Strategies, Bloomberg
Education
Saint Bonaventure University 2001 — 2006
BA, Finance
St. Ignatius High School 1998 — 2001
AssetMark 2012 - Present
Aria Retirement Solutions 2011 - October 2012
Charles Schwab Investment Management August 2004 - August 2010
Charles Schwab February 2002 - July 2004
Charles Schwab November 1996 - February 2002
Charles Schwab December 1992 - November 1996
Charles Schwab July 1989 - December 1992
Republic Federal, A Weyerhauser Company June 1986 - June 1989
Skills
Product Management, Product Development, Marketing, Leadership, Process Improvement, Financial Services, Investments, Portfolio Management, Strategic Communications, Mutual Funds, Marketing Strategy, Series 7, Alternative Investments, Strategy
Education
Georgetown University
BA, Economics
University of California, Los Angeles - The Anderson School of Management
MBA
AssetMark Auditor
ProxyMed November 2000 - February 2008
NDCHealth November 1999 - November 2000
Skills
Microsoft Office, Microsoft Excel, Access, Microsoft Word, Forecasting, Accounts Payable, Analysis, Account Reconciliation, Financial Reporting, Databases, Auditing, Event Planning, Accounts Receivable, Financial Analysis, Contract Management, Invoicing, Accounting
Education
California State University-East Bay 1994 — 1997
B.S., Business Admin - Finance
Solano Community College 1991 — 1994
A.S., Business
AssetMark April 2014 - Present
AssetMark July 2012 - Present
Delta Air Lines May 2012 - June 2014
LaBrie Events October 2009 - 2012
Keefe, Bruyette & Woods January 2010 - December 2011
Charles Schwab July 2005 - March 2009
Charles Schwab Corporate Services 2005 - 2009
National Association of Stock Plan Professionals December 2002 - July 2005
Round Hill Securities, Inc. October 2000 - May 2002
Skills
Event Management, Marketing Strategy, CRM, Advertising, Event Planning, Marketing, Vendor Management, Management, Contract Negotiation, Budgets, Sales, Trade Shows
Education
California State University-East Bay
BA, Human Development
AssetMark April 2005 - Present
Genworth Financial Wealth Management 2005 - 2009
Alta Bates Med Ctr 1995 - 2001
Skills
Business Process, Business Process..., Business Analysis, Process Improvement, Strategic Financial..., Risk Management, Financial Modeling, Financial Analysis, SDLC, Securities, Business Process..., Visio, Business Intelligence, Business Requirements, Cross-functional Team..., Management, Series 7, Requirements Gathering, Analysis, Business Planning, Financial Services, Insurance, Portfolio Management, Mergers & Acquisitions, Vendor Management, Program Management, Data Analysis, Analytics, Banking, Investments, Mutual Funds, Asset Management, Financial Reporting
Education
California State University-Hayward - School of Business and Economics
BS, Accounting
AssetMark August 2009 - Present
Securities America, Inc. Member FINRA/SIPC July 2007 - March 2009
FINRA June 2005 - July 2007
Skills
Securities, AML, Series 7, Financial Risk, Wealth Management, Internal Audit, Investments, Trading, Mutual Funds, Asset Management, FINRA, Risk Management, Financial Services
Education
California State University-East Bay 2001 — 2005
Bachelor, Business Administration - Finance
First Republic Bank May 2015 - Present
Freelance November 2014 - Present
Taproot Foundation January 2014 - Present
The ED Agency August 2011 - Present
AssetMark July 2014 - November 2014
Clean Power Finance March 2014 - June 2014
Enterprise Rent-A-Car March 2011 - December 2011
Citi November 2009 - September 2010
LA Times September 2004 - September 2009
Skills
PeopleSoft, Crystal Reports, Microsoft Office, Forecasting, Access, Customer Satisfaction, Sales, Microsoft Excel, Outlook, PowerPoint, Account Management, Strategy Execution, Financial Analysis, Business Strategy, Budgets, Operations Management, Data Analysis, Marketing Strategy, Marketing, Start-ups, Global Strategy, Global Operations, IT Management, Quantitative Analytics, Corporate Finance, Corporate Social..., Global Management, International Marketing, Analysis, CRM, Business Development, Management, Program Management, Cross-functional Team..., Mergers & Acquisitions, Project Management, Finance, Market Research, Strategy, Strategic Planning, Business Planning, Competitive Analysis, Consulting, Investments, Entrepreneurship, Leadership, International Business, Economics, Market Analysis, Team Leadership
Education
Hult International Business School London 2012 — 2013
MBA, Business Administration and Management, General
California State University-Long Beach 2007 — 2010
BS, Economics
Cisco September 2014 - Present
AssetMark December 2013 - August 2014
Cisco 1998 - October 2013
DHL Systems 1991 - 1998
Skills
Cloud Computing, PMP, Vendor Management, Telecommunications, Data Center, Management, Program Management, SaaS, SDLC, IT Service Management, IT Management, IT Strategy, Integration, Enterprise Software, Software Project..., Cross-functional Team..., Project Portfolio..., ITIL, Project Management, Training, Testing, Agile Project Management, Networking
Education
Montclair State University
M.S.
Nova Southeastern University
B.S., Computer Science
AssetMark July 2015 - Present
AssetMark March 2012 - June 2015
Genworth Financial March 2012 - August 2013
John Hancock September 2011 - January 2012
Education
Boston College 2007 — 2011
Boston College - Wallace E. Carroll School of Management
Bachelor of Science, Management; Marketing
St. Ignatius College Prep 2003 — 2007
AssetMark 2014 - Present
AssetMark May 2013 - 2014
Genworth Financial June 2011 - May 2013
ADVANTIS Global Services 2010 - June 2011
Amdocs 2007 - 2010
AT&T 2002 - 2009
AT&T 2002 - 2007
White PJ 1999 - 2002
White PJ 1998 - 2002
Skills
SDLC, Software Quality..., Quality Center, Test Planning, System Testing, Test Automation, Quality Assurance, User Acceptance Testing, Waterfall, Testing, Test Cases
Education
Good Shepherd 1985 — 1999
Andhra University
Bachelors of Commerce, Accounting
University of Phoenix
MBA, Technology Management
SEI August 2015 - Present
AssetMark November 2009 - July 2015
Russell Investments March 2008 - November 2009
Russell Investments May 2004 - March 2008
Skills
Strategic Consulting, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Series 7, Asset Management, Retirement Planning, Series 66, Investment Products
Education
University of Arizona 1997 — 2000
Bachelor of Science in Business Administration, Accounting
Pierce College at Puyallup 1995 — 1997
Associate of Arts and Sciences (A.A.S.)
AssetMark February 2005 - Present
Siebel Systems December 1999 - April 2003
Charles Schwab December 1996 - December 1999
Skills
Integration, Project Management, Troubleshooting, SDLC, Vendor Management, Business Analysis, Visio, Requirements Analysis, Requirements Gathering, Process Improvement, Business Requirements, Software Project..., SharePoint, Business Process, ITIL, Financial Services, Disaster Recovery, CRM, Release Management, Governance, IT Operations, Management, Business Development, Training, Business Intelligence, PMO, Leadership, Waterfall, IT Strategy, Microsoft SQL Server, Resource Management, Project Delivery, PMP, Information Technology
Education
Assumption College 1988 — 1992
Bachelor of Science, Business Mgmt/Marketing
Oldcastle Precast February 2015 - Present
AssetMark October 2014 - January 2015
AssetMark October 2013 - October 2014
Rimini Street September 2012 - October 2013
Employee Benefit Specialists May 2012 - September 2012
IntegenX. Inc. March 2012 - May 2012
ATEL Secutities Corporation July 2010 - March 2011
Arthur McLaughlin&Associates Inc. 2007 - 2008
U.S. Embassy in Kyrgyzstan 1998 - 2001
Language Learning Program "TACIS" 1995 - 1998
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, QuickBooks, Payroll, Microsoft Office, Analysis, Customer Service, Account Management, Business Strategy, Business Development, Account Reconciliation, Concur, Management, Excel, Word, Customer Relations, Outlook, Problem Solving, Research, Microsoft Dynamics AX, Expandable, Auditing, Lotus Notes, Sage, Oracle, Salesforce
Education
California State University-East Bay 2008 — 2010
M.B.A., Accounting Option
Kyrgyzskij Gosudarstvennyj Nacionalnij Universitet 1994 — 1999
B.A., English
AssetMark June 2012 - Present
AssetMark February 2013 - April 2014
Genworth Financial Wealth Management June 2012 - February 2013
Pirritano Insurance Agency June 2008 - August 2011
Education
St. Mary's College of California 2007 — 2011
Bachelor of Science (BS), Business Administration and Economics
The Clorox Company April 2015 - Present
AssetMark May 2014 - April 2015
BTIG, LLC September 2008 - November 2013
Omega Metals Company July 2005 - October 2007
First Options of Chicago (Pacific Stock Exchange Member) March 2000 - November 2002
Preferred Capital Markets (Pacific Stock Exchange Member) September 1997 - September 1999
Kessler Asher Group (Pacific Stock Exchange Member) January 1995 - September 1997
Skills
Administrative..., Microsoft Excel, Microsoft Word, Problem Solving, Strong Written and..., Microsoft Outlook, Ability to Prioritize..., Time Management, PowerPoint, Event Planning, Customer Service, Discretion, Options, Event Management, Strategic Planning, Investments, Management, Team Building, Access, Sales, Marketing, Outlook, Public Speaking
Education
College of Marin 1992 — 1994
Psychology
San Rafael High School 1991 — 1992
High School
AssetMark January 2015 - Present
Charles Schwab January 2004 - January 2015
Goldman Sachs 2001 - 2001
United Way of Massachusetts Bay 1997 - 2000
Skills
Product Management
Education
Harvard University Kennedy School of Government
MPP, Public Policy
University of California, Berkeley - Walter A. Haas School of Business
MBA
AssetMark 2011 - Present
Hertz 2009 - 2011
Skills
Television, Video Production, Film, Film Production, Post Production, Entertainment, Screenwriting, Producing, Final Cut Pro, Video, New Media, Documentaries, Feature Films, Commercials, Reality, Storytelling
Education
Pensacola State College 2009 — 2011
Multi-media Production
Scottsdale Community College 2007 — 2009
Media Production
Centers for Educational Equity and Excellence February 2014 - June 2015
AssetMark June 2014 - August 2014
Young Entrepreneurs at Haas September 2013 - May 2014
Diablo Valley College November 2011 - April 2013
Skills
Microsoft Excel, Customer Service, Research, Public Speaking, Event Planning, Marketing, Tutoring, Higher Education, Data Analysis, Fundraising, Teaching, PowerPoint, CRM Integration, Technology Integration, Business Analysis, Salesforce.com...
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration
Diablo Valley College 2011 — 2013
Pre-Requisites towards, Business Administration/Economics
Lowell High School 2007 — 2011
High School diploma
University of California, Berkeley
Blue Calypso May 2015 - Present
Owens Realty Mortgage Inc. May 2013 - Present
Cambria ETF Funds April 2013 - Present
Wells Fargo Hedge Funds September 2008 - Present
Association of Corporate Growth April 2008 - Present
North and East Bay Assn of Private Country Clubs September 2007 - Present
AssetMark June 2006 - Present
Merriman Holdings Inc. July 2003 - Present
Keiretsu Forum 2001 - Present
Pacific Metrics Corporation May 2005 - July 2014
Skills
Corporate Development, Audit Committee, Early Stage Companies, Growth Capital, Technology Companies, Private Companies, Public Companies, Governance, Corporate Governance, Board Level, IPO, Mergers & Acquisitions, Private Placements, Venture Capital, Executive Management, Acquisitions, Mergers, Finance, Due Diligence, Restructuring, Strategy, Financial Analysis, Investor Relations, Start-ups, Management Consulting, Strategic Planning, Business Strategy, Private Equity
Education
California State University, Fresno 1967 — 1972
BS, Finance/Accounting
AssetMark April 2013 - Present
Nizhoni Roofing, Inc. May 2007 - March 2013
Tallsalt 2012 - 2012
Education
Arizona State University 2008 — 2010
BS, Global Business - Finance
AssetMark June 2015 - Present
AssetMark January 2015 - June 2015
Lux Coffee September 2011 - December 2014
Skills
Food Service, Retail, Microsoft Office, Inventory Management, Time Management, Customer Service, Food, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
Business
AssetMark September 2011 - Present
Education
Northern Arizona University, College of Business Administration 1999 — 2003
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
AssetMark June 2010 - Present
Schwab Institutional October 1999 - December 2001
Pilgrim America Securities December 1997 - April 1998
Van Kampen American Capital, a division of Morgan Stanley December 1996 - November 1997
Skills
Series 6, Microsoft Office, Organanized, Team Leadership, Sales, Customer Service, Enthusiatic, Management, Process Improvement, Coaching, Investments, Marketing, Financial Services
Education
Loyola University of Chicago
University of Illinois at Chicago
AssetMark January 2014 - Present
ALE Solutions, Inc. August 2012 - August 2013
Super 8 June 2011 - March 2012
Georgia Pacific LLC May 2008 - August 2008
United Way of Central Iowa 2007 - 2007
Skills
Training, Leadership, Inventory Management, Customer Service, Outlook, Microsoft Office, Technology, Management, Invoicing, Supervising, PowerPoint, Microsoft Excel, Auditing, Hotels, Insurance, Windows, Hospitality, Tax Returns, Investment Advisory, Financial Reporting
Education
Drake University 2008 — 2012
Bachelor of Science in Business Administration, Economics and Political Science
Fort Dodge Senior High 2003 — 2007
AssetMark June 2014 - Present
AssetMark March 2012 - Present
AssetMark March 2011 - Present
Skills
Management, Leadership, Trading, Strategy, Business Analysis, CRM, Risk Management, Investments, Financial Analysis, Banking
Education
Bucknell University 1986 — 1990
Bachelor's degree, Psychology
Bucknell University 1986 — 1990
BS, Psychology
Curian Capital February 2014 - Present
AssetMark April 2005 - November 2013
Fisher Investments 2003 - 2004
Saratoga Capital Management, LLC September 1996 - December 2003
Skills
Global Tactical Asset..., Consultative Sales..., Practice Management, Series 63, Series 65, Series 7, Written & Oral..., Stock Market Analysis, Investment Advisory, Investment Advisory..., Alternative Investments, RIAs, Persuasive Presentations, Values based consulting, Retirement Planning, Public Speaking, ETFs, Separately Managed..., Mutual Funds, Financial Services, Investments
Education
New York University