Atlas Securities
Industry: Company
DescriptionHeadquarters: San Leandro, CA Founded: 1987 Parent organization: Golden West Financial
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Atlas Securities Employees
Employee
Years
Job
Industry
Gregory K. Hernandez Gregory K. Hernandez's Atlas Securities Experience 2000 - 2005
Job Author | Speaker | Trainer | GKarlCo.com
Industry Professional Training & Coaching
Experience
G Karl Company, LLC January 2013 - Present
BOK Financial August 2009 - January 2013
US Bancorp Investments, Inc. 2005 - 2009
Atlas Securities 2000 - 2005
Bank of America 1989 - 1998
Merrill Lynch 1985 - 1989
Skills
Banking, Wealth Management, Investments, Mutual Funds, Financial Services, Portfolio Management, Strategic Financial..., Credit, Loans, Asset Managment, Public Speaking, Training, Motivation, Management, Retirement, Leadership, Sales, Marketing, Asset Management, Relationship Management, Retirement Planning, Investment Management
Education
California State University-San Bernardino
G Karl Company, LLC January 2013 - Present
BOK Financial August 2009 - January 2013
US Bancorp Investments, Inc. 2005 - 2009
Atlas Securities 2000 - 2005
Bank of America 1989 - 1998
Merrill Lynch 1985 - 1989
Skills
Banking, Wealth Management, Investments, Mutual Funds, Financial Services, Portfolio Management, Strategic Financial..., Credit, Loans, Asset Managment, Public Speaking, Training, Motivation, Management, Retirement, Leadership, Sales, Marketing, Asset Management, Relationship Management, Retirement Planning, Investment Management
Education
California State University-San Bernardino
Ester Jenkins Ester Jenkins's Atlas Securities Experience September 2003 - April 2006
Job VP; Global Financial Crimes Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Bank of America June 2013 - February 2015
Bank of America February 2010 - May 2013
Golden1 Credit Union October 2008 - February 2010
World Savings June 2002 - September 2008
Wachovia Bank April 2001 - September 2008
Atlas Securities September 2003 - April 2006
World Savings April 2001 - June 2002
Skills
•Extensive knowledge..., •Knowledge in business..., •Effective analytical..., •Superior..., •Efficient data..., Lead Generation, Cross Selling, Relationship Management, Banking, Loans, Customer Experience, Analysis, Sales, Mortgage Lending, Retail Banking, Interviews, Credit, Leadership, Finance, Leadership Development, Management, Risk Management, Time Management
Education
Agusan Colleges 1993 — 1999
Bachelor's, Accountancy
Saint Isidore Academy 1989 — 1993
Bank of America February 2015 - Present
Bank of America June 2013 - February 2015
Bank of America February 2010 - May 2013
Golden1 Credit Union October 2008 - February 2010
World Savings June 2002 - September 2008
Wachovia Bank April 2001 - September 2008
Atlas Securities September 2003 - April 2006
World Savings April 2001 - June 2002
Skills
•Extensive knowledge..., •Knowledge in business..., •Effective analytical..., •Superior..., •Efficient data..., Lead Generation, Cross Selling, Relationship Management, Banking, Loans, Customer Experience, Analysis, Sales, Mortgage Lending, Retail Banking, Interviews, Credit, Leadership, Finance, Leadership Development, Management, Risk Management, Time Management
Education
Agusan Colleges 1993 — 1999
Bachelor's, Accountancy
Saint Isidore Academy 1989 — 1993
Nancy Cerna Nancy Cerna's Atlas Securities Experience 2005 - 2007
Job Owner, NotJustQuiltZ
Industry Retail
Experience
NotJustQuiltZ July 2003 - Present
Atlas Securities 2005 - 2007
Gump's September 1988 - June 1994
Skills
Long Arm Quilting, Quilt designer, Sales, Small Business, Textiles, Social Media, Concept Development, Residential Homes, Furniture, Photoshop, Entrepreneurship, Photography, Merchandising, New Business Development, Space planning, Graphic Design, Art, Retail, Interior Design, Advertising, Online Marketing, Custom Furniture, Interior Architecture, Customer Service, Social Media Marketing, Renovation, Flooring, Event Management, Marketing Strategy, Team Building, Web Design
Education
San Francisco State University 1975 — 1977
Bachelor of Arts, Interior Design
Univeristy of Dayton, Ohio 1967 — 1969
AA, Secretarial Studies
NotJustQuiltZ July 2003 - Present
Atlas Securities 2005 - 2007
Gump's September 1988 - June 1994
Skills
Long Arm Quilting, Quilt designer, Sales, Small Business, Textiles, Social Media, Concept Development, Residential Homes, Furniture, Photoshop, Entrepreneurship, Photography, Merchandising, New Business Development, Space planning, Graphic Design, Art, Retail, Interior Design, Advertising, Online Marketing, Custom Furniture, Interior Architecture, Customer Service, Social Media Marketing, Renovation, Flooring, Event Management, Marketing Strategy, Team Building, Web Design
Education
San Francisco State University 1975 — 1977
Bachelor of Arts, Interior Design
Univeristy of Dayton, Ohio 1967 — 1969
AA, Secretarial Studies
Gina O'Callaghan Gina O'Callaghan's Atlas Securities Experience November 1999 - February 2007
Job Financial Advisor at CUSO Financial Services, L.P.
Industry Financial Services
Experience
CUSO Financial Services, L.P. July 2012 - Present
Wells Fargo Advisors May 2009 - July 2012
Wachovia Securities February 2007 - May 2009
Atlas Securities November 1999 - February 2007
Skills
Investments, Securities, Financial Services, Finance, Insurance, Mutual Funds, Retirement Planning, Wealth Management, FINRA, Series 6, Series 63, Investment Advisory, Series 7, Financial Advisory, Life Insurance, Estate Planning, Retirement Plan..., Series 65, Retirement Income..., Financial Planning, Tax Free Income
Education
California State University-Northridge 1992 — 1994
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
CUSO Financial Services, L.P. July 2012 - Present
Wells Fargo Advisors May 2009 - July 2012
Wachovia Securities February 2007 - May 2009
Atlas Securities November 1999 - February 2007
Skills
Investments, Securities, Financial Services, Finance, Insurance, Mutual Funds, Retirement Planning, Wealth Management, FINRA, Series 6, Series 63, Investment Advisory, Series 7, Financial Advisory, Life Insurance, Estate Planning, Retirement Plan..., Series 65, Retirement Income..., Financial Planning, Tax Free Income
Education
California State University-Northridge 1992 — 1994
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Amy Irvine Amy Irvine's Atlas Securities Experience April 2005 - August 2005
Job
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Merrill Lynch September 2008 - Present
Riverside County Sheriff's Department October 2006 - September 2008
Edward Jones August 2005 - November 2006
Atlas Securities April 2005 - August 2005
UBS November 2000 - April 2005
Morgan Stanley September 1998 - November 2000
Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options
Education
University of Utah 1998 — 2000
Salt Lake Community College 1997 — 1999
Wells Fargo Advisors December 2014 - Present
Merrill Lynch September 2008 - Present
Riverside County Sheriff's Department October 2006 - September 2008
Edward Jones August 2005 - November 2006
Atlas Securities April 2005 - August 2005
UBS November 2000 - April 2005
Morgan Stanley September 1998 - November 2000
Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options
Education
University of Utah 1998 — 2000
Salt Lake Community College 1997 — 1999
Carol Hunold Carol Hunold's Atlas Securities Experience 1994 - 2000
Job Director of Development at Sisters of St. Joseph of Orange
Industry Fund-Raising
Experience
Sisters of St. Joseph of Orange July 2013 - Present
Resources Global Professionals September 2011 - Present
Non-Profit Foundation May 2012 - May 2013
Rosary High School November 2006 - March 2010
Orange Catholic Foundation November 2005 - November 2006
Lincoln Financial Advisors 2002 - 2005
eosbank 2000 - 2002
Atlas Securities 1994 - 2000
Scudder Investments 1980 - 1986
Skills
Fundraising, Organizational..., Accounts Receivable, Strategic Planning, Volunteering, Nonprofits, Non-profits, Investments, Budgets, Financial Services, Management Consulting, Small Business, Executive Management, Executive Coaching, Leadership Development, Finance, Management
Education
California State University-Fullerton 1971 — 1977
Bachelor of Arts, Speech Communication
Marywood High School
Other
San Diego State University-California State University
Sisters of St. Joseph of Orange July 2013 - Present
Resources Global Professionals September 2011 - Present
Non-Profit Foundation May 2012 - May 2013
Rosary High School November 2006 - March 2010
Orange Catholic Foundation November 2005 - November 2006
Lincoln Financial Advisors 2002 - 2005
eosbank 2000 - 2002
Atlas Securities 1994 - 2000
Scudder Investments 1980 - 1986
Skills
Fundraising, Organizational..., Accounts Receivable, Strategic Planning, Volunteering, Nonprofits, Non-profits, Investments, Budgets, Financial Services, Management Consulting, Small Business, Executive Management, Executive Coaching, Leadership Development, Finance, Management
Education
California State University-Fullerton 1971 — 1977
Bachelor of Arts, Speech Communication
Marywood High School
Other
San Diego State University-California State University
Steven Holdmeyer Steven Holdmeyer's Atlas Securities Experience 2005 - 2007
Job Financial Advisor at Wells Fargo, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2014 - Present
InvestorServices the brokerage team member of Metcalf Bank May 2011 - 2014
Central Bancompany 2008 - 2014
Wachovia July 2007 - July 2008
Atlas Securities 2005 - 2007
Atlas Securities 2002 - 2005
Arch Wireless 2000 - 2001
The Groves 1997 - 1998
The Groves 1997 - 1998
Skills
Retirement Planning, Mutual Funds, Life Insurance, Stocks, Unit Investment Trusts, Annuities, IRA's, Tax-Free Bonds
Education
University of Missouri-Columbia 1990 — 1994
Lee's Summit HS
Sales PRO
Wells Fargo Advisors, LLC September 2014 - Present
InvestorServices the brokerage team member of Metcalf Bank May 2011 - 2014
Central Bancompany 2008 - 2014
Wachovia July 2007 - July 2008
Atlas Securities 2005 - 2007
Atlas Securities 2002 - 2005
Arch Wireless 2000 - 2001
The Groves 1997 - 1998
The Groves 1997 - 1998
Skills
Retirement Planning, Mutual Funds, Life Insurance, Stocks, Unit Investment Trusts, Annuities, IRA's, Tax-Free Bonds
Education
University of Missouri-Columbia 1990 — 1994
Lee's Summit HS
Sales PRO
Jonathon Allen Jonathon Allen's Atlas Securities Experience July 1992 - October 1996
Job Group Executive, Senior Vice President at Citi
Industry Financial Services
Experience
Citi Personal Wealth Management May 2013 - Present
BancWest Investment Services December 2010 - February 2013
UnionBanc Investment Services October 1996 - April 2010
Atlas Securities July 1992 - October 1996
World Savings July 1990 - July 1992
Skills
Series 24, Wealth Management, Series 7, Retirement Planning, Series 63, Banking, Sales Management, Portfolio Management, Mutual Funds, Investments, Financial Services, Asset Management, Financial Advisory, Finance, Risk Management, Sales Management..., Asset Allocation, Commercial Banking, FINRA, Private Banking
Education
California State University - San Bernardino 1988 — 1990
Business Administration
Southern Oregon University 1989 — 1989
International Marketing
Citi Personal Wealth Management May 2013 - Present
BancWest Investment Services December 2010 - February 2013
UnionBanc Investment Services October 1996 - April 2010
Atlas Securities July 1992 - October 1996
World Savings July 1990 - July 1992
Skills
Series 24, Wealth Management, Series 7, Retirement Planning, Series 63, Banking, Sales Management, Portfolio Management, Mutual Funds, Investments, Financial Services, Asset Management, Financial Advisory, Finance, Risk Management, Sales Management..., Asset Allocation, Commercial Banking, FINRA, Private Banking
Education
California State University - San Bernardino 1988 — 1990
Business Administration
Southern Oregon University 1989 — 1989
International Marketing
Joel Silberman Joel Silberman's Atlas Securities Experience 2004 - 2008
Job Registered Client Service Associate at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management June 2013 - Present
Bank of America/Merrill Edge February 2012 - December 2012
CITI PERSONAL WEALTH MANAGEMENT June 2010 - December 2011
WASHINGTON MUTUAL FINANCIAL SERVICES December 2005 - June 2009
WM FINANCIAL SERVICES December 2005 - May 2009
Atlas 2004 - 2008
Atlas Securities 2004 - 2008
ATLAS SECURITIES, INC./WORLD SAVINGS October 2004 - May 2005
ATLAS SECURITIES, INC./WORLD SAVINGS October 2004 - May 2005
WM FINANCIAL SERVICES Pacific Palisades January 2001 - January 2003
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Series 7, Investment Advisory, Series 63, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Management, Equities, Strategic Financial..., Finance, Asset Management, Uniform Combined State..., Asset Allocation, 401k, Sales, FINRA, Financial Services, Series 6, Series 65, Series 24, Alternative Investments, Fixed Income, IRAs, Bonds, Investment Strategies, Financial Planning
Education
University High School 1968 — 1971
Santa Monica College
Santa Monica College
General Education
Citi Personal Wealth Management June 2013 - Present
Bank of America/Merrill Edge February 2012 - December 2012
CITI PERSONAL WEALTH MANAGEMENT June 2010 - December 2011
WASHINGTON MUTUAL FINANCIAL SERVICES December 2005 - June 2009
WM FINANCIAL SERVICES December 2005 - May 2009
Atlas 2004 - 2008
Atlas Securities 2004 - 2008
ATLAS SECURITIES, INC./WORLD SAVINGS October 2004 - May 2005
ATLAS SECURITIES, INC./WORLD SAVINGS October 2004 - May 2005
WM FINANCIAL SERVICES Pacific Palisades January 2001 - January 2003
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Series 7, Investment Advisory, Series 63, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Management, Equities, Strategic Financial..., Finance, Asset Management, Uniform Combined State..., Asset Allocation, 401k, Sales, FINRA, Financial Services, Series 6, Series 65, Series 24, Alternative Investments, Fixed Income, IRAs, Bonds, Investment Strategies, Financial Planning
Education
University High School 1968 — 1971
Santa Monica College
Santa Monica College
General Education
Matt Sadler Matt Sadler's Atlas Securities Experience July 2003 - July 2007
Job Professional Securities Trader
Industry Financial Services
Experience
Liberty City, Inc July 2015 - Present
Seed Fund, Inc. July 2015 - Present
Liberty Church April 2014 - Present
My Own Portfolio May 2010 - Present
Idea One Media August 2008 - Present
Lakeshore to Ocean View August 2007 - April 2014
Atlas Securities July 2003 - July 2007
Quintara Capital Management August 2001 - June 2003
uMogul October 2000 - May 2001
Fidelity Investments September 1997 - October 2000
Skills
Investments, Mutual Funds, Negotiation, Brokerage, Stock Trading, Entrepreneurship, Leadership, Strategy, Trading, Series 7, Marketing, Options, Financial Services, Technical Analysis
Education
Saint Mary's College of California 1988 — 1990
MBA, Marketing concentration
Cornerstone University 1980 — 1983
BA, Business Administration
University of Michigan-Dearborn 1979 — 1980
Liberty City, Inc July 2015 - Present
Seed Fund, Inc. July 2015 - Present
Liberty Church April 2014 - Present
My Own Portfolio May 2010 - Present
Idea One Media August 2008 - Present
Lakeshore to Ocean View August 2007 - April 2014
Atlas Securities July 2003 - July 2007
Quintara Capital Management August 2001 - June 2003
uMogul October 2000 - May 2001
Fidelity Investments September 1997 - October 2000
Skills
Investments, Mutual Funds, Negotiation, Brokerage, Stock Trading, Entrepreneurship, Leadership, Strategy, Trading, Series 7, Marketing, Options, Financial Services, Technical Analysis
Education
Saint Mary's College of California 1988 — 1990
MBA, Marketing concentration
Cornerstone University 1980 — 1983
BA, Business Administration
University of Michigan-Dearborn 1979 — 1980
SALVADOR FUGRAD SALVADOR FUGRAD's Atlas Securities Experience January 1999 - July 1999
Job PARTNER/OWNER at SCF GROUP, LLC
Industry Retail
Experience
SCF GROUP, LLC June 2007 - Present
DEPT OF HOMELAND SECURITY, USCIS May 2008 - October 2013
DEPT OF JUSTICE, INS July 2001 - August 2007
CENTURY 21 SHERIDAN AND CENTURY 21 EMPIRE June 1993 - October 2006
Veterans Hospital September 1999 - July 2001
ATLAS SECURITIES January 1999 - July 1999
VARIOUS WORLDWIDE February 1977 - March 1997
Skills
Sales Operations, Selling, Sales Process, New Business Development, Sales Management, Account Management, Customer Satisfaction, Customer Retention, Management, Retail, Team Building, Sales, Coaching, Strategic Planning, Military Medical..., Military Clinic..., Collection Military..., Task Training, Physical Security and...
Education
San Beda College
U.M.
SCF GROUP, LLC June 2007 - Present
DEPT OF HOMELAND SECURITY, USCIS May 2008 - October 2013
DEPT OF JUSTICE, INS July 2001 - August 2007
CENTURY 21 SHERIDAN AND CENTURY 21 EMPIRE June 1993 - October 2006
Veterans Hospital September 1999 - July 2001
ATLAS SECURITIES January 1999 - July 1999
VARIOUS WORLDWIDE February 1977 - March 1997
Skills
Sales Operations, Selling, Sales Process, New Business Development, Sales Management, Account Management, Customer Satisfaction, Customer Retention, Management, Retail, Team Building, Sales, Coaching, Strategic Planning, Military Medical..., Military Clinic..., Collection Military..., Task Training, Physical Security and...
Education
San Beda College
U.M.
Valdez Lasartemay Valdez Lasartemay's Atlas Securities Experience October 1997 - January 2001
Job SalesSocrates.com Sales and Marketing Strategist at Mega Sales Consulting
Industry Marketing and Advertising
Experience
Mega Sales Consulting June 2007 - Present
Mega Sales Consulting February 2007 - Present
Northwestern Mutual 2011 - May 2012
ATLAS SECURITIES, INC January 2005 - February 2007
Atlas Securities October 1997 - January 2001
Atlas Securities January 1995 - October 1997
Atlas Securities March 1993 - January 1995
Atlas Securities December 1990 - March 1993
American Express September 1988 - December 1990
American Express November 1988 - August 1990
Skills
Sales Management, Copywriting, Marketing Strategy, Consultative Selling, Creative Development, Online Marketing, Strategy, Management, CRM, Creative Direction, Business Development, Selling, Investments, Online Advertising, Insurance, Sales, Marketing, Training
Education
University of Southern California 1982 — 1984
B.A, Communication Arts and Sciences
Laney College 1979 — 1981
A.A., Language Arts
Mega Sales Consulting June 2007 - Present
Mega Sales Consulting February 2007 - Present
Northwestern Mutual 2011 - May 2012
ATLAS SECURITIES, INC January 2005 - February 2007
Atlas Securities October 1997 - January 2001
Atlas Securities January 1995 - October 1997
Atlas Securities March 1993 - January 1995
Atlas Securities December 1990 - March 1993
American Express September 1988 - December 1990
American Express November 1988 - August 1990
Skills
Sales Management, Copywriting, Marketing Strategy, Consultative Selling, Creative Development, Online Marketing, Strategy, Management, CRM, Creative Direction, Business Development, Selling, Investments, Online Advertising, Insurance, Sales, Marketing, Training
Education
University of Southern California 1982 — 1984
B.A, Communication Arts and Sciences
Laney College 1979 — 1981
A.A., Language Arts
Kyle Auslander Kyle Auslander's Atlas Securities Experience December 2003 - March 2006
Job AVP, Client Service Manager at First Foundation Bank, Inc.
Industry Banking
Experience
First Foundation, Inc. August 2012 - Present
Chase October 2010 - August 2012
State Farm August 2009 - October 2010
Comerica November 2008 - August 2009
Wamu Investments April 2008 - October 2008
Wachovia, A Wells Fargo Company May 2006 - April 2008
World Savings December 2003 - May 2006
Atlas Securities December 2003 - March 2006
Skills
Accounting, Legal Advice, Mortgage Lending, Credit, Life Insurance, Retirement Planning, Securities, Series 63, Underwriting, Wealth Management, Series 7, Strategic Financial..., Fixed Annuities, Financial Advisory, Finance, Retirement, Portfolio Management, Financial Modeling, Estate Planning, Banking, Financial Planning, Financial Services, Leadership, Loans, Management
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Finance, General
Santiago Community College 2000 — 2008
AA, Business
First Foundation, Inc. August 2012 - Present
Chase October 2010 - August 2012
State Farm August 2009 - October 2010
Comerica November 2008 - August 2009
Wamu Investments April 2008 - October 2008
Wachovia, A Wells Fargo Company May 2006 - April 2008
World Savings December 2003 - May 2006
Atlas Securities December 2003 - March 2006
Skills
Accounting, Legal Advice, Mortgage Lending, Credit, Life Insurance, Retirement Planning, Securities, Series 63, Underwriting, Wealth Management, Series 7, Strategic Financial..., Fixed Annuities, Financial Advisory, Finance, Retirement, Portfolio Management, Financial Modeling, Estate Planning, Banking, Financial Planning, Financial Services, Leadership, Loans, Management
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Finance, General
Santiago Community College 2000 — 2008
AA, Business
Caterina Estienne Caterina Estienne's Atlas Securities Experience February 1990 - April 1999
Job Technical Account Manager
Industry Hospital & Health Care
Experience
SU GROUP, LLC October 2014 - Present
Child & Family Counseling Group, Inc February 2011 - June 2014
Atlas Securities February 1990 - April 1999
Skills
Microsoft Office, Conflict Resolution, Team Building, Public Speaking, Accounting, Leadership, QuickBooks, Management Accounting, Training, Employee Relations, Small Business, Human Resources, Payroll, Start-ups, Employee Benefits, Accounts Payable, Accounts Receivable, Management, Customer Service, Budgets, Enterprise Software
Education
Saint Mary's College of California 1985 — 1989
BS, Economics and Business Administration
SU GROUP, LLC October 2014 - Present
Child & Family Counseling Group, Inc February 2011 - June 2014
Atlas Securities February 1990 - April 1999
Skills
Microsoft Office, Conflict Resolution, Team Building, Public Speaking, Accounting, Leadership, QuickBooks, Management Accounting, Training, Employee Relations, Small Business, Human Resources, Payroll, Start-ups, Employee Benefits, Accounts Payable, Accounts Receivable, Management, Customer Service, Budgets, Enterprise Software
Education
Saint Mary's College of California 1985 — 1989
BS, Economics and Business Administration
DON DEGLI DON DEGLI's Atlas Securities Experience January 2000 - January 2001
Job at
Industry Banking
Experience
New Penn Financial, LLC August 2015 - Present
EverBank March 2012 - August 2015
BankUnited June 2010 - March 2012
Regions Bank August 2009 - December 2009
BankUnited November 2001 - July 2009
Atlas Securities January 2000 - January 2001
Regent Bank January 1998 - January 2000
bank atlantic January 1996 - January 1998
Skills
Sales, Mortgage Lending, Credit, Loan Origination, Loans, Banking, Underwriting, Investments, FHA, Mortgage Banking, Residential Mortgages, Construction Loans, Business Development, Portfolio Management, Refinance, New Business Development, Sales Management, Commercial Lending, Commercial Mortgages, Credit Analysis, VA loans, USDA, FHA financing, Government Loans, Consumer Lending, Reverse Mortgages
Education
Florida Atlantic University 1987 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Florida Atlantic University 1987 — 1992
B.B.A., FINANCE/BANKING/MORTGAGES
boardman high school 1982 — 1986
New Penn Financial, LLC August 2015 - Present
EverBank March 2012 - August 2015
BankUnited June 2010 - March 2012
Regions Bank August 2009 - December 2009
BankUnited November 2001 - July 2009
Atlas Securities January 2000 - January 2001
Regent Bank January 1998 - January 2000
bank atlantic January 1996 - January 1998
Skills
Sales, Mortgage Lending, Credit, Loan Origination, Loans, Banking, Underwriting, Investments, FHA, Mortgage Banking, Residential Mortgages, Construction Loans, Business Development, Portfolio Management, Refinance, New Business Development, Sales Management, Commercial Lending, Commercial Mortgages, Credit Analysis, VA loans, USDA, FHA financing, Government Loans, Consumer Lending, Reverse Mortgages
Education
Florida Atlantic University 1987 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Florida Atlantic University 1987 — 1992
B.B.A., FINANCE/BANKING/MORTGAGES
boardman high school 1982 — 1986
Steve Prew Steve Prew's Atlas Securities Experience March 2000 - July 2004
Job AVP Business Development at Transamerica
Industry Financial Services
Experience
Transamerica July 2012 - Present
Ziegler Wealth Management July 2011 - July 2012
Advisors Asset Management, Inc. February 2007 - June 2011
Transamerica June 2006 - February 2007
Ziegler May 2005 - June 2006
Curian Capital July 2004 - May 2005
Atlas Securities March 2000 - July 2004
Janus Capital Group 1996 - 2000
MetLife May 1995 - May 1996
United States Navy June 1990 - June 1994
Skills
Investments, Wealth Management, Business Development, Alternative Investments, Financial Services, Relationship Management, Securities, Leadership, Fixed Income, Management, Sales Management, Product Development, Sales, Strategy, Financial Advisory, New Business Development, Coaching, Customer Service, Strategic Planning, Business Strategy, Mutual Funds, Series 7, Series 63, Finance
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), Strategic Management
Regis University 2007 — 2009
BS, Finance
Transamerica July 2012 - Present
Ziegler Wealth Management July 2011 - July 2012
Advisors Asset Management, Inc. February 2007 - June 2011
Transamerica June 2006 - February 2007
Ziegler May 2005 - June 2006
Curian Capital July 2004 - May 2005
Atlas Securities March 2000 - July 2004
Janus Capital Group 1996 - 2000
MetLife May 1995 - May 1996
United States Navy June 1990 - June 1994
Skills
Investments, Wealth Management, Business Development, Alternative Investments, Financial Services, Relationship Management, Securities, Leadership, Fixed Income, Management, Sales Management, Product Development, Sales, Strategy, Financial Advisory, New Business Development, Coaching, Customer Service, Strategic Planning, Business Strategy, Mutual Funds, Series 7, Series 63, Finance
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), Strategic Management
Regis University 2007 — 2009
BS, Finance
Austin Geddis's Atlas Securities Experience May 1996 - July 1999
Job
Industry Government Administration
Experience
State of Colorado October 2013 - Present
State of Colorado January 2009 - October 2013
TIAA-CREF July 2006 - January 2009
State of Colorado August 2003 - July 2006
TIAA-CREF 1999 - 2003
Atlas Securities May 1996 - July 1999
State of Colorado 1996 - 1996
State of Colorado 1995 - 1995
Skills
Government Liaison, Emergency Management, Problem Solving, Strategic Planning, Government Relations, Community Relations, Compliance, Contract Negotiation, Negotiation, Analysis, Contract Management, Government, Process Improvement, Program Management, Community Development, Policy, Budgets, Leadership, Training, Project Planning, Security, Public Policy, Project Management, CRM, Public Relations, Strategic Communications, Grants, Human Resources, Business Planning, Leadership Development, Homeland Security, Marketing, Risk Management, Public Speaking, Proposal Writing, Strategy, Policy Analysis, Risk Assessment, Federal Government, Internal Communications, Community Outreach, Media Relations, Speech Writing, Nonprofits, Organizational..., Customer Service, Team Building, Military, National Security, Counterterrorism
Education
Indiana University 1991 — 1995
Bachelors
University of Northern Colorado 1990 — 1991
Transfered
State of Colorado October 2013 - Present
State of Colorado January 2009 - October 2013
TIAA-CREF July 2006 - January 2009
State of Colorado August 2003 - July 2006
TIAA-CREF 1999 - 2003
Atlas Securities May 1996 - July 1999
State of Colorado 1996 - 1996
State of Colorado 1995 - 1995
Skills
Government Liaison, Emergency Management, Problem Solving, Strategic Planning, Government Relations, Community Relations, Compliance, Contract Negotiation, Negotiation, Analysis, Contract Management, Government, Process Improvement, Program Management, Community Development, Policy, Budgets, Leadership, Training, Project Planning, Security, Public Policy, Project Management, CRM, Public Relations, Strategic Communications, Grants, Human Resources, Business Planning, Leadership Development, Homeland Security, Marketing, Risk Management, Public Speaking, Proposal Writing, Strategy, Policy Analysis, Risk Assessment, Federal Government, Internal Communications, Community Outreach, Media Relations, Speech Writing, Nonprofits, Organizational..., Customer Service, Team Building, Military, National Security, Counterterrorism
Education
Indiana University 1991 — 1995
Bachelors
University of Northern Colorado 1990 — 1991
Transfered
Thomas Brandino III, CFP's Atlas Securities Experience 2005 - 2007
Job Certified Financial Planner
Industry Financial Services
Experience
Frost Bank 2008 - Present
Atlas Securities 2005 - 2007
JP Morgan Chase 2002 - 2005
Aim Funds 1999 - 2001
Van Kampen Funds 1995 - 1999
Van Kampen 1995 - 1999
Skills
Estate Planning, Investment Management, Wealth Management..., Series 7, Investments, Wealth Management, Wealth, Asset Allocation, Asset Management, Retirement Planning, Risk Management, Series 63, Mutual Funds, Portfolio Management, Alternative Investments, Financial Planning, Retirement, Insurance
Education
University of Houston 1992 — 1996
St. Thomas High School 1987 — 1991
St. Michaels
Frost Bank 2008 - Present
Atlas Securities 2005 - 2007
JP Morgan Chase 2002 - 2005
Aim Funds 1999 - 2001
Van Kampen Funds 1995 - 1999
Van Kampen 1995 - 1999
Skills
Estate Planning, Investment Management, Wealth Management..., Series 7, Investments, Wealth Management, Wealth, Asset Allocation, Asset Management, Retirement Planning, Risk Management, Series 63, Mutual Funds, Portfolio Management, Alternative Investments, Financial Planning, Retirement, Insurance
Education
University of Houston 1992 — 1996
St. Thomas High School 1987 — 1991
St. Michaels
David Yim's Atlas Securities Experience May 1996 - February 2007
Job at Macy's West
Industry Financial Services
Experience
Macy's West March 2011 - Present
Macy's West November 2009 - May 2011
Atlas Securities May 1996 - February 2007
World Savings ( Atlas ) 1996 - 2007
World Savings September 1993 - April 1996
World Savings October 1990 - September 1993
Firemans Fund Insurance Company April 1989 - September 1990
Skills
Market Planning, Mutual Funds, Retail, Sales, Team Building, Marketing, Customer Service, Customer Satisfaction, Training
Education
California State University-Hayward - School of Business and Economics 1990 — 1992
MBA, Human Resources Management
California State University-Hayward - School of Business and Economics 1978 — 1981
BS, Marketing
University of California, Berkeley 1976 — 1978
History
Macy's West March 2011 - Present
Macy's West November 2009 - May 2011
Atlas Securities May 1996 - February 2007
World Savings ( Atlas ) 1996 - 2007
World Savings September 1993 - April 1996
World Savings October 1990 - September 1993
Firemans Fund Insurance Company April 1989 - September 1990
Skills
Market Planning, Mutual Funds, Retail, Sales, Team Building, Marketing, Customer Service, Customer Satisfaction, Training
Education
California State University-Hayward - School of Business and Economics 1990 — 1992
MBA, Human Resources Management
California State University-Hayward - School of Business and Economics 1978 — 1981
BS, Marketing
University of California, Berkeley 1976 — 1978
History
Shaba Rashid's Atlas Securities Experience September 1998 - February 2007
Job Vice President Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities LLC February 2007 - April 2009
Atlas Securities September 1998 - February 2007
Wells Fargo Securities June 1995 - January 1997
Wells Fargo Bank August 1994 - June 1995
Skills
Investments, Financial Services, Life & Health Insurance..., Retirement Planning, Retirement, Insurance, Banking, Finance, Management, Series 7, Series 63, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Portfolio Management, Alternative Investments, High Net Worth...
Education
University of Rochester 1985 — 1989
B.A, Economics
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities LLC February 2007 - April 2009
Atlas Securities September 1998 - February 2007
Wells Fargo Securities June 1995 - January 1997
Wells Fargo Bank August 1994 - June 1995
Skills
Investments, Financial Services, Life & Health Insurance..., Retirement Planning, Retirement, Insurance, Banking, Finance, Management, Series 7, Series 63, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Portfolio Management, Alternative Investments, High Net Worth...
Education
University of Rochester 1985 — 1989
B.A, Economics
Ronald W. Lwin's Atlas Securities Experience 2003 - 2007
Job Owner at Abacust Tax Preparation
Industry Financial Services
Experience
WYNN REAL ESTATE April 2013 - Present
Abacus Tax Preparation January 2010 - Present
Keller Williams Realty October 2010 - March 2013
United Brokers Real Estate 2002 - October 2010
Charles Schwab 2007 - 2007
Atlas Securities 2003 - 2007
Morgan Stanley 1997 - 2002
Prudential Insurance 1996 - 1997
Skills
Retirement Planning, Investments, Loans, Mutual Funds, Real Estate, Wealth Management, Investment Properties, Finance, Portfolio Management, Real Estate Transactions, Sales
Education
California State University-East Bay
BS
WYNN REAL ESTATE April 2013 - Present
Abacus Tax Preparation January 2010 - Present
Keller Williams Realty October 2010 - March 2013
United Brokers Real Estate 2002 - October 2010
Charles Schwab 2007 - 2007
Atlas Securities 2003 - 2007
Morgan Stanley 1997 - 2002
Prudential Insurance 1996 - 1997
Skills
Retirement Planning, Investments, Loans, Mutual Funds, Real Estate, Wealth Management, Investment Properties, Finance, Portfolio Management, Real Estate Transactions, Sales
Education
California State University-East Bay
BS
Cecilia Swain's Atlas Securities Experience January 1994 - February 2007
Job JP Morgan Chase Bank, N.A,Vice President, Chase Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2009 - Present
Bank of America 2008 - 2009
Bank of America/Banc of America 2008 - 2009
Atlas Securities January 1994 - February 2007
Education
Saint Mary's College of California 1985 — 1987
BA, Business Management
JP Morgan Chase Bank, N.A. April 2009 - Present
Bank of America 2008 - 2009
Bank of America/Banc of America 2008 - 2009
Atlas Securities January 1994 - February 2007
Education
Saint Mary's College of California 1985 — 1987
BA, Business Management
Peggy Neal's Atlas Securities Experience October 2005 - February 2007
Job Executive Director
Industry Financial Services
Experience
JP Morgan Chase Bank, NA. June 2010 - Present
Essex National Securities, Inc February 2007 - October 2010
Atlas Securities October 2005 - February 2007
Wells Fargo Advisors March 1993 - October 2005
Atlas Securities, Inc June 1990 - March 1993
World Savings Bank January 1988 - January 1990
Education
California State University-Long Beach
JP Morgan Chase Bank, NA. June 2010 - Present
Essex National Securities, Inc February 2007 - October 2010
Atlas Securities October 2005 - February 2007
Wells Fargo Advisors March 1993 - October 2005
Atlas Securities, Inc June 1990 - March 1993
World Savings Bank January 1988 - January 1990
Education
California State University-Long Beach
David Nelson's Atlas Securities Experience September 2003 - November 2004
Job Regional Vice President, Western USA
Industry Insurance
Experience
Dedicated Distribution Partners, LLC. August 2015 - Present
BancWest Investment Services November 2014 - April 2015
Raymond James June 2013 - November 2014
Compak Asset Management March 2005 - June 2013
Atlas Securities September 2003 - November 2004
Compak Asset Management January 2003 - September 2003
Morgan Stanley October 2000 - January 2003
Skills
Financial Advisory, Asset Managment, Strategic Financial..., Financial Services, Retirement Planning, Mutual Funds, Asset Management, Investments, Retirement, Wealth, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Securities, Series 7
Education
California State University-Long Beach
Bachelor's degree, Finance and Financial Management Services
Mission Viejo High School
University of California, Irvine
Personal Financial Planner, Financial Planning and Services
Dedicated Distribution Partners, LLC. August 2015 - Present
BancWest Investment Services November 2014 - April 2015
Raymond James June 2013 - November 2014
Compak Asset Management March 2005 - June 2013
Atlas Securities September 2003 - November 2004
Compak Asset Management January 2003 - September 2003
Morgan Stanley October 2000 - January 2003
Skills
Financial Advisory, Asset Managment, Strategic Financial..., Financial Services, Retirement Planning, Mutual Funds, Asset Management, Investments, Retirement, Wealth, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Securities, Series 7
Education
California State University-Long Beach
Bachelor's degree, Finance and Financial Management Services
Mission Viejo High School
University of California, Irvine
Personal Financial Planner, Financial Planning and Services
Carmen Davis Dye's Atlas Securities Experience September 2004 - May 2007
Job
Industry Financial Services
Experience
Wedbush Securities September 2008 - Present
Atlas Securities September 2004 - May 2007
Sutro & Co./RBC Dain Rauscher October 1994 - October 2002
Skills
Notary Public, MS Office Suite, Mentoring, Program Management, Access, Outlook, PowerPoint, Microsoft Office, Public Speaking, Series 63, Strategic Planning, Series 7, Budgets, Team Building, Leadership, Event Planning, Customer Service, Microsoft Excel, Analysis, Government, Microsoft Word, Securities
Education
Howard University 1970 — 1974
B. S., Liberal Arts
St. Michael's Academy 1966 — 1970
B.S.
Wedbush Securities September 2008 - Present
Atlas Securities September 2004 - May 2007
Sutro & Co./RBC Dain Rauscher October 1994 - October 2002
Skills
Notary Public, MS Office Suite, Mentoring, Program Management, Access, Outlook, PowerPoint, Microsoft Office, Public Speaking, Series 63, Strategic Planning, Series 7, Budgets, Team Building, Leadership, Event Planning, Customer Service, Microsoft Excel, Analysis, Government, Microsoft Word, Securities
Education
Howard University 1970 — 1974
B. S., Liberal Arts
St. Michael's Academy 1966 — 1970
B.S.
Jason Tripp's Atlas Securities Experience 2003 - 2004
Job Director of Compliance & Enterprise Risk Management at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company July 2013 - Present
Belvedere Advisors LLC May 2006 - Present
VWM Insurance Services January 2013 - July 2013
Livevol Securities January 2013 - July 2013
Westhoff, Cone & Holmstedt January 2009 - July 2013
Sutter Securities Incorporated September 2008 - July 2013
Burrill Merchant Advisors Group May 2006 - July 2013
Continental Investor Services 2012 - 2013
Atlas Securities 2003 - 2004
FINRA January 2000 - May 2003
Skills
FINRA, AML, Investment Advisory, Securities, Hedge Funds, Compliance, Securities Regulation, Series 24, Options, USA PATRIOT Act, BSA, Equities, Fixed Income, OFAC, Regulatory Risk, KYC, Bank Secrecy Act, Series 7, Due Diligence, Derivatives, Regulatory Reporting, Series 63, Mutual Funds, Compliance Management, Compliance Audits, SEC reporting, Corporate Governance, Sanctions, Series 3, Executive Management, Private Placements, ERISA, Fraud, Ethics, Alternative Investments, Operational Risk, Risk, Asset Management, Enterprise Risk..., Risk Management, Internal Audit, Capital Markets, Privacy, Internal Investigations, Corporate Finance, Mergers, Investments, Trading, Research Analyst
Education
University of Arizona 1993 — 1997
Bachelors, Accounting
University of Arizona
Accounting, Accounting
PENSCO Trust Company July 2013 - Present
Belvedere Advisors LLC May 2006 - Present
VWM Insurance Services January 2013 - July 2013
Livevol Securities January 2013 - July 2013
Westhoff, Cone & Holmstedt January 2009 - July 2013
Sutter Securities Incorporated September 2008 - July 2013
Burrill Merchant Advisors Group May 2006 - July 2013
Continental Investor Services 2012 - 2013
Atlas Securities 2003 - 2004
FINRA January 2000 - May 2003
Skills
FINRA, AML, Investment Advisory, Securities, Hedge Funds, Compliance, Securities Regulation, Series 24, Options, USA PATRIOT Act, BSA, Equities, Fixed Income, OFAC, Regulatory Risk, KYC, Bank Secrecy Act, Series 7, Due Diligence, Derivatives, Regulatory Reporting, Series 63, Mutual Funds, Compliance Management, Compliance Audits, SEC reporting, Corporate Governance, Sanctions, Series 3, Executive Management, Private Placements, ERISA, Fraud, Ethics, Alternative Investments, Operational Risk, Risk, Asset Management, Enterprise Risk..., Risk Management, Internal Audit, Capital Markets, Privacy, Internal Investigations, Corporate Finance, Mergers, Investments, Trading, Research Analyst
Education
University of Arizona 1993 — 1997
Bachelors, Accounting
University of Arizona
Accounting, Accounting
Sherree Williams's Atlas Securities Experience August 2000 - February 2002
Job Administrative Professional at Contra Costa County
Industry Government Administration
Experience
Contra Costa County September 2009 - Present
Contra Costa County Risk Management January 2009 - September 2009
Contra Costa County August 2006 - December 2008
Various Personnel Agencies September 2004 - August 2006
Contra Costa Cnty. Med. Ctr June 2003 - April 2004
Temporary Agency September 2002 - June 2003
Atlas Securities August 2000 - February 2002
Education
ALISON Education 2014 — 2014
Certificate
Business Education Technology 2002 — 2002
Certificate of Completion
Solano Community College 1995 — 2001
Associate of Arts and Sciences (A.A.S.)
Contra Costa County September 2009 - Present
Contra Costa County Risk Management January 2009 - September 2009
Contra Costa County August 2006 - December 2008
Various Personnel Agencies September 2004 - August 2006
Contra Costa Cnty. Med. Ctr June 2003 - April 2004
Temporary Agency September 2002 - June 2003
Atlas Securities August 2000 - February 2002
Education
ALISON Education 2014 — 2014
Certificate
Business Education Technology 2002 — 2002
Certificate of Completion
Solano Community College 1995 — 2001
Associate of Arts and Sciences (A.A.S.)
Helen Kumar's Atlas Securities Experience September 1999 - March 2007
Job Medical Billing Specialist @ EMMI Physician Services
Industry Medical Practice
Experience
EMMI Physician Services June 2011 - Present
American Medical Response February 2008 - June 2011
Atlas Securities September 1999 - March 2007
Skills
Medical Billing, CPT, Outlook, Medical Terminology, Medical Records, Customer Service, Data Entry, ICD-9, Medical Coding, HCPCS, ICD-9-CM, Insurance, Leadership, Medical Manager, Medisoft, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Heald College-Stockton 2007 — 2008
Medical Billing and Coding Specialist, Medical Office Assistant/Specialist
DAV college 1984 — 1989
EMMI Physician Services June 2011 - Present
American Medical Response February 2008 - June 2011
Atlas Securities September 1999 - March 2007
Skills
Medical Billing, CPT, Outlook, Medical Terminology, Medical Records, Customer Service, Data Entry, ICD-9, Medical Coding, HCPCS, ICD-9-CM, Insurance, Leadership, Medical Manager, Medisoft, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Heald College-Stockton 2007 — 2008
Medical Billing and Coding Specialist, Medical Office Assistant/Specialist
DAV college 1984 — 1989
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY