BALANCE Financial Fitness Program
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BALANCE Financial Fitness Program Employees
Employee
Years
Job
Industry
Darren Edge Darren Edge's BALANCE Financial Fitness Program Experience February 2001 - August 2014
Job Financial counselor looking for new opprotunities
Industry Financial Services
Experience
BALANCE Financial Fitness Program February 2001 - August 2014
London Pacific Life & Annuity January 1999 - February 2001
Skills
Personal Finance, Financial Education, Credit Analysis, Certified Housing..., Certified Consumer..., Investment Specialist, Debt Management, Money Management, Financial Advisory, Mortgage Lending, Coaching, Loss Mitigation, Financial Coaching, Residential Mortgages, Credit, Loans, FHA, Customer Service, Microsoft Office, Finance, Public Speaking, Financial Analysis, Banking, Budgets
Education
California State University-Sacramento 1995 — 1998
Bachelor of Science (BS), Psychology
University of California, Davis 2003 — 2005
Courses in Financial Planning
BALANCE Financial Fitness Program February 2001 - August 2014
London Pacific Life & Annuity January 1999 - February 2001
Skills
Personal Finance, Financial Education, Credit Analysis, Certified Housing..., Certified Consumer..., Investment Specialist, Debt Management, Money Management, Financial Advisory, Mortgage Lending, Coaching, Loss Mitigation, Financial Coaching, Residential Mortgages, Credit, Loans, FHA, Customer Service, Microsoft Office, Finance, Public Speaking, Financial Analysis, Banking, Budgets
Education
California State University-Sacramento 1995 — 1998
Bachelor of Science (BS), Psychology
University of California, Davis 2003 — 2005
Courses in Financial Planning
Lisa Hastings Lisa Hastings's BALANCE Financial Fitness Program Experience June 2012 - July 2014
Job First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2014 - Present
BALANCE Financial Fitness Program June 2012 - July 2014
National Council of Juvenile and Family Court Judges October 2011 - June 2012
National Council of Juvenile and Family Court Judges April 2009 - October 2011
National Council of Juvenile and Family Court Judges January 2008 - April 2009
Coldwell Banker Plummer & Associates February 2007 - January 2008
Renown Health June 2004 - January 2008
Carson Urologists, Ltd April 2003 - May 2004
Skills
Data Entry, Budgets, Nonprofits, Microsoft Office, HTML, Invoicing, Research, Customer Service, Public Speaking, Government, Training, Software Documentation, PowerPoint, Microsoft Excel, Finance, Grants, Accounting, Sage Fund Accounting, Non-profits, Credit, Credit Reports, Budget Analysis, Credit Scoring, Budget Monitoring, Budget Reconciliation, Call Centers, Adobe Acrobat, Microsoft Word
Education
University of Nevada-Reno 2009 — 2012
Bachelor of Science, Finance/Economics
Truckee Meadows Community College 2004 — 2009
Associates, Finance
First Republic Bank July 2014 - Present
BALANCE Financial Fitness Program June 2012 - July 2014
National Council of Juvenile and Family Court Judges October 2011 - June 2012
National Council of Juvenile and Family Court Judges April 2009 - October 2011
National Council of Juvenile and Family Court Judges January 2008 - April 2009
Coldwell Banker Plummer & Associates February 2007 - January 2008
Renown Health June 2004 - January 2008
Carson Urologists, Ltd April 2003 - May 2004
Skills
Data Entry, Budgets, Nonprofits, Microsoft Office, HTML, Invoicing, Research, Customer Service, Public Speaking, Government, Training, Software Documentation, PowerPoint, Microsoft Excel, Finance, Grants, Accounting, Sage Fund Accounting, Non-profits, Credit, Credit Reports, Budget Analysis, Credit Scoring, Budget Monitoring, Budget Reconciliation, Call Centers, Adobe Acrobat, Microsoft Word
Education
University of Nevada-Reno 2009 — 2012
Bachelor of Science, Finance/Economics
Truckee Meadows Community College 2004 — 2009
Associates, Finance
Eva Palacios Eva Palacios's BALANCE Financial Fitness Program Experience December 1998 - March 2015
Job Senior Consultant at Ambit Energy
Industry Oil & Energy
Experience
Ambit Energy July 2013 - Present
BALANCE Financial Fitness Program December 1998 - March 2015
Skills
Credit Analysis, Credit Counseling, Customer Satisfaction, Networking, Marketing, Identity Theft, Finance, Loans, Credit Reports, Mortgage Lending, Credit Scoring, Financial Education, Highly Ambitious, Debt Management, Loan Origination, Coaching, Customer Service, Leadership, Management, Microsoft Office, Entrepreneurship, Public Speaking, Sales, Social Networking, Strategic Planning, Team Building, Team Leadership, Training
Education
Skyline College
Ambit Energy July 2013 - Present
BALANCE Financial Fitness Program December 1998 - March 2015
Skills
Credit Analysis, Credit Counseling, Customer Satisfaction, Networking, Marketing, Identity Theft, Finance, Loans, Credit Reports, Mortgage Lending, Credit Scoring, Financial Education, Highly Ambitious, Debt Management, Loan Origination, Coaching, Customer Service, Leadership, Management, Microsoft Office, Entrepreneurship, Public Speaking, Sales, Social Networking, Strategic Planning, Team Building, Team Leadership, Training
Education
Skyline College
Gina Gutierrez Gina Gutierrez's BALANCE Financial Fitness Program Experience January 2007 - Present
Job Bilingual Certified Consumer Credit Counselor at BALANCE
Industry Financial Services
Experience
BALANCE Financial Fitness Program January 2007 - Present
Google October 2006 - December 2006
Ask.com November 2004 - August 2006
Skills
Bilingual-English/Spanis..., Customer Service, Call Centers, Budgets, Telecommunications, Outlook, Finance, Analysis, Training, Coaching, Microsoft Word, Account Management, Process Improvement, Sales, Recruiting, Project Planning, Project Management, Management, Troubleshooting, SAP, Nonprofits, Credit, Spanish, Public Speaking
Education
ITT Technical Institute-Spokane Valley 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
San Francisco State University 1997 — 1999
Bachelor's Degree, Psychology
BALANCE Financial Fitness Program January 2007 - Present
Google October 2006 - December 2006
Ask.com November 2004 - August 2006
Skills
Bilingual-English/Spanis..., Customer Service, Call Centers, Budgets, Telecommunications, Outlook, Finance, Analysis, Training, Coaching, Microsoft Word, Account Management, Process Improvement, Sales, Recruiting, Project Planning, Project Management, Management, Troubleshooting, SAP, Nonprofits, Credit, Spanish, Public Speaking
Education
ITT Technical Institute-Spokane Valley 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
San Francisco State University 1997 — 1999
Bachelor's Degree, Psychology
Lindsey Walters Lindsey Walters's BALANCE Financial Fitness Program Experience April 2014 - April 2015
Job Investor Services Support Associate
Industry Financial Services
Experience
Lending Club April 2015 - Present
BALANCE Financial Fitness Program April 2014 - April 2015
School District of Philadelphia September 2009 - November 2013
ROHTO Pharmaceutical Co., Ltd. August 2008 - November 2008
Freelance January 2005 - May 2008
North Carolina State University January 2007 - May 2007
North Ridge Country Club November 2005 - September 2006
Skills
Classroom, Curriculum Development, Curriculum Design, Customer Service, Microsoft Office, Training, Instructional Design, Science, Data Analysis, PowerPoint, Educational Leadership, Course Creation, Lesson Planning, Educational Technology, Customer Support, Classroom Management, Student Engagement, Mathematics Education, Instructional Technology, Client Counseling, Personal Finance, Instructor-led Training, Mac OS, Environmental Education, Expert Communicator, Laboratory Safety, Credit Counseling, Housing Finance, Budget Setting, Debt Management, Consumer Lending, Customer Service..., Customer Experience, Client Education, Client Relations Skills, GoToMeeting, Webinars, WebEx, Public Speaking, Research, Leadership, Community Outreach
Education
North Carolina State University 2004 — 2008
Bachelor of Science (BS), Chemistry
Drexel University 2009 — 2012
Certificate, Post-Bachelor's Teaching Certificate
Lending Club April 2015 - Present
BALANCE Financial Fitness Program April 2014 - April 2015
School District of Philadelphia September 2009 - November 2013
ROHTO Pharmaceutical Co., Ltd. August 2008 - November 2008
Freelance January 2005 - May 2008
North Carolina State University January 2007 - May 2007
North Ridge Country Club November 2005 - September 2006
Skills
Classroom, Curriculum Development, Curriculum Design, Customer Service, Microsoft Office, Training, Instructional Design, Science, Data Analysis, PowerPoint, Educational Leadership, Course Creation, Lesson Planning, Educational Technology, Customer Support, Classroom Management, Student Engagement, Mathematics Education, Instructional Technology, Client Counseling, Personal Finance, Instructor-led Training, Mac OS, Environmental Education, Expert Communicator, Laboratory Safety, Credit Counseling, Housing Finance, Budget Setting, Debt Management, Consumer Lending, Customer Service..., Customer Experience, Client Education, Client Relations Skills, GoToMeeting, Webinars, WebEx, Public Speaking, Research, Leadership, Community Outreach
Education
North Carolina State University 2004 — 2008
Bachelor of Science (BS), Chemistry
Drexel University 2009 — 2012
Certificate, Post-Bachelor's Teaching Certificate
Jeannine Moore Jeannine Moore's BALANCE Financial Fitness Program Experience June 1999 - 2014
Job Owner at Wheelhouse Content and Communications
Industry Writing and Editing
Experience
Wheelhouse Content and Communications 2014 - Present
BALANCE Financial Fitness Program June 1999 - 2014
Skills
Marketing, Training, Writing, Marketing Communications, Corporate Communications, Program Development, Content Development, Strategic Planning, Business Development, Employee Training, Product Development, Grant Writing, Strategic Communications, Personal Finance, Adult Education, Consumer Education, Copywriting, Social Media, Team Building, Customer Service, Nonprofits, Public Speaking, Management, Fundraising, Coaching, Leadership
Education
Temple University
William Peace University
Wheelhouse Content and Communications 2014 - Present
BALANCE Financial Fitness Program June 1999 - 2014
Skills
Marketing, Training, Writing, Marketing Communications, Corporate Communications, Program Development, Content Development, Strategic Planning, Business Development, Employee Training, Product Development, Grant Writing, Strategic Communications, Personal Finance, Adult Education, Consumer Education, Copywriting, Social Media, Team Building, Customer Service, Nonprofits, Public Speaking, Management, Fundraising, Coaching, Leadership
Education
Temple University
William Peace University
Kayla Kodumal's BALANCE Financial Fitness Program Experience August 2015 - Present
Job Credit Counselor at Consumer Credit Counseling Service of San Francisco
Industry Broadcast Media
Experience
Balance Financial Fitness Program August 2015 - Present
Nordstrom February 2015 - August 2015
Ajilon August 2014 - January 2015
Lane Bryant February 2014 - August 2014
San Francisco Department of Elections November 2012 - November 2012
JC Penny Optical September 2011 - May 2012
Cinemark February 2011 - November 2011
Children's Empowerment, Inc. April 2009 - June 2009
San Mateo County Democracy Live November 2008 - November 2008
Skills
Adobe Premiere Pro CS6, WordPress, Tumblr, Blogger, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Outlook, Google Docs, Google Calendar, iMovie, Windows Movie Maker, Blogging, Editing, Singing, Hand Knitting, PowerPoint, Customer Service, Video Production, Microsoft Office, Social Networking, Credit Counseling, Financial Education, Phone Etiquette
Education
San Francisco State University 2009 — 2013
Bachelor of Arts (B.A.), Broadcast & Electronic Communication Arts
Jefferson High School 2006 — 2009
Academic Talent Development Program, UC Berkeley
Balance Financial Fitness Program August 2015 - Present
Nordstrom February 2015 - August 2015
Ajilon August 2014 - January 2015
Lane Bryant February 2014 - August 2014
San Francisco Department of Elections November 2012 - November 2012
JC Penny Optical September 2011 - May 2012
Cinemark February 2011 - November 2011
Children's Empowerment, Inc. April 2009 - June 2009
San Mateo County Democracy Live November 2008 - November 2008
Skills
Adobe Premiere Pro CS6, WordPress, Tumblr, Blogger, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Outlook, Google Docs, Google Calendar, iMovie, Windows Movie Maker, Blogging, Editing, Singing, Hand Knitting, PowerPoint, Customer Service, Video Production, Microsoft Office, Social Networking, Credit Counseling, Financial Education, Phone Etiquette
Education
San Francisco State University 2009 — 2013
Bachelor of Arts (B.A.), Broadcast & Electronic Communication Arts
Jefferson High School 2006 — 2009
Academic Talent Development Program, UC Berkeley
Carrie Gotch's BALANCE Financial Fitness Program Experience May 2011 - June 2012
Job Senior Video and Social Media Producer at The Trust for Public Land
Industry Marketing and Advertising
Experience
The Trust for Public Land January 2013 - Present
CCCS of San Francisco May 2011 - June 2012
BALANCE Financial Fitness Program May 2011 - June 2012
Eyes of the World Media Group April 2010 - April 2011
SMV Complete Media April 2008 - April 2010
The Mirisch Agency August 2008 - November 2008
Spyglass Entertainment January 2007 - July 2007
UCLA 2006 - 2007
NASA Ames Research Center June 2003 - June 2004
Skills
Social Media, Advertising, Integrated Marketing, Social Media Marketing, Video Editing, Photoshop, Editing, Research, Microsoft Office, Marketing Strategy, Final Cut Pro, Post Production, WordPress, Public Relations, Creative Writing, Media Relations, Copywriting, Project Management, Marketing Communications, Newsletters, Adobe Creative Suite, Digital Photography, Cognitive Psychology, Marketing, Nonprofits, Management
Education
Academy of Entertainment & Technology at Santa Monica College 2007 — 2009
University of California, Los Angeles 2004 — 2007
BA
De Anza College 2001 — 2004
AA
The Trust for Public Land January 2013 - Present
CCCS of San Francisco May 2011 - June 2012
BALANCE Financial Fitness Program May 2011 - June 2012
Eyes of the World Media Group April 2010 - April 2011
SMV Complete Media April 2008 - April 2010
The Mirisch Agency August 2008 - November 2008
Spyglass Entertainment January 2007 - July 2007
UCLA 2006 - 2007
NASA Ames Research Center June 2003 - June 2004
Skills
Social Media, Advertising, Integrated Marketing, Social Media Marketing, Video Editing, Photoshop, Editing, Research, Microsoft Office, Marketing Strategy, Final Cut Pro, Post Production, WordPress, Public Relations, Creative Writing, Media Relations, Copywriting, Project Management, Marketing Communications, Newsletters, Adobe Creative Suite, Digital Photography, Cognitive Psychology, Marketing, Nonprofits, Management
Education
Academy of Entertainment & Technology at Santa Monica College 2007 — 2009
University of California, Los Angeles 2004 — 2007
BA
De Anza College 2001 — 2004
AA
Joseph Stanley Serrano's BALANCE Financial Fitness Program Experience October 2003 - February 2007
Job Senior Lead Customer Service Agent at San Francisco 311 Customer Service Center
Industry Government Administration
Experience
San Francisco 311 Customer Service Center January 2007 - Present
Balance Financial Fitness Program October 2003 - February 2007
Education
City College of San Francisco 1992 — 2002
San Francisco 311 Customer Service Center January 2007 - Present
Balance Financial Fitness Program October 2003 - February 2007
Education
City College of San Francisco 1992 — 2002
Jerrad Jones's BALANCE Financial Fitness Program Experience November 2008 - May 2012
Job Assistant Relationship Manager at U.S. Bank
Industry Education Management
Experience
U.S. Bank May 2013 - Present
BMO Harris Bank June 2012 - May 2013
BALANCE Financial Fitness Program November 2008 - May 2012
BMO Harris Bank July 2006 - November 2008
Americorps September 2004 - June 2006
International Catholic Migration Commission June 2005 - August 2005
Office of Senator Chuck Hagel August 2004 - January 2005
Skills
Public Speaking, Microsoft Excel, Non-profits, Social Media, Financial Analysis, Research, Risk Management, Nonprofits, Credit, Management, Coaching, Project Management, Influential Communicator, CRM, Customer Service, Marketing, Analysis, Data Analysis, Finance
Education
North Park University 2014 — 2015
Master of Business Administration (MBA)
DePaul University 2010 — 2011
Graduate Certificate in Nonprofit Management
University of Nebraska at Omaha 2001 — 2006
International Studies, Business and German Language Focus
Technische Universität Braunschweig 2004 — 2004
German Language Summer Seminar
WU (Vienna University of Economics and Business) 2003 — 2003
International Business Summer Seminar
Conestoga High School
Conestoga High School
U.S. Bank May 2013 - Present
BMO Harris Bank June 2012 - May 2013
BALANCE Financial Fitness Program November 2008 - May 2012
BMO Harris Bank July 2006 - November 2008
Americorps September 2004 - June 2006
International Catholic Migration Commission June 2005 - August 2005
Office of Senator Chuck Hagel August 2004 - January 2005
Skills
Public Speaking, Microsoft Excel, Non-profits, Social Media, Financial Analysis, Research, Risk Management, Nonprofits, Credit, Management, Coaching, Project Management, Influential Communicator, CRM, Customer Service, Marketing, Analysis, Data Analysis, Finance
Education
North Park University 2014 — 2015
Master of Business Administration (MBA)
DePaul University 2010 — 2011
Graduate Certificate in Nonprofit Management
University of Nebraska at Omaha 2001 — 2006
International Studies, Business and German Language Focus
Technische Universität Braunschweig 2004 — 2004
German Language Summer Seminar
WU (Vienna University of Economics and Business) 2003 — 2003
International Business Summer Seminar
Conestoga High School
Conestoga High School
Melissa Preciado's BALANCE Financial Fitness Program Experience 2004 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
BALANCE Financial Fitness Program 2004 - 2014
Education
San Francisco State University 1998 — 2000
Bachelor's Degree, Social Work
City College of San Francisco 1995 — 1998
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
BALANCE Financial Fitness Program 2004 - 2014
Education
San Francisco State University 1998 — 2000
Bachelor's Degree, Social Work
City College of San Francisco 1995 — 1998
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities