BancWest Investment Services
Industry: Company
DescriptionParent organization: Bank of the West Subsidiary: Bancwest Investment Services, Inc., Asset Management Arm
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BancWest Investment Services Employees
Employee
Years
Job
Industry
Jayson Kawamoto Jayson Kawamoto's BancWest Investment Services Experience January 2009 - October 2013
Job CFP®, ChFC®, CLU®
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
BancWest Investment Services January 2009 - October 2013
New York Life Insurance Company August 2006 - January 2009
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Asset Management, Estate Planning, Equities, Investment Strategies, Financial Advisory, Securities, Financial Analysis, Alternative Investments, Fixed Income, Banking, Series 63
Education
University of Hawaii - College of Business Administration 2001 — 2006
BBA, Marketing and Management
The American College
CFP®, ChFC®, CLU®, LUTCF
College for Financial Planning
CRPS®
Goldman Sachs January 2014 - Present
BancWest Investment Services January 2009 - October 2013
New York Life Insurance Company August 2006 - January 2009
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Asset Management, Estate Planning, Equities, Investment Strategies, Financial Advisory, Securities, Financial Analysis, Alternative Investments, Fixed Income, Banking, Series 63
Education
University of Hawaii - College of Business Administration 2001 — 2006
BBA, Marketing and Management
The American College
CFP®, ChFC®, CLU®, LUTCF
College for Financial Planning
CRPS®
Chris Tiller Chris Tiller's BancWest Investment Services Experience November 2007 - February 2012
Job Realtor at DVG Realty, LLC
Industry Banking
Experience
DVG Realty, LLC December 2014 - Present
Stingray Companies, LLC April 2013 - Present
First National Bank of Omaha February 2012 - June 2014
BancWest Investment Services November 2007 - February 2012
First National Bank of Omaha February 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, 10 Key, Banking, Credit, Credit Analysis, Consumer Lending, Customer Service, Credit Risk, Underwriting
Education
Omaha North High Schoool
University of Nebraska at Omaha
Bachelor of Business Administration (B.B.A.), Financial Markets, Commercial Bank Management, & Investment Portfolio Science
DVG Realty, LLC December 2014 - Present
Stingray Companies, LLC April 2013 - Present
First National Bank of Omaha February 2012 - June 2014
BancWest Investment Services November 2007 - February 2012
First National Bank of Omaha February 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, 10 Key, Banking, Credit, Credit Analysis, Consumer Lending, Customer Service, Credit Risk, Underwriting
Education
Omaha North High Schoool
University of Nebraska at Omaha
Bachelor of Business Administration (B.B.A.), Financial Markets, Commercial Bank Management, & Investment Portfolio Science
Randy Silvey Randy Silvey's BancWest Investment Services Experience 2005 - August 2013
Job Published Author: You FIRST: Federal. Employee Retirement Guide. Risk Mitigating Wealth Manager
Industry Financial Services
Experience
SilverLight Financial August 2013 - Present
BancWest Investment Services 2005 - August 2013
UBS PaineWebber September 2001 - 2005
Sherlock Homes February 1998 - September 2001
Internal Revenue Service January 1990 - February 1998
Skills
Investments, Retirement Planning, Leadership, Financial Advisory, Financial Planning, Finance, Financial Services, Securities, Management, Financial Risk, Portfolio Management, Employee Benefits, Financial Analysis, Wealth Management, Life Insurance, Risk Management, Retirement, Public Speaking, Small Business, Strategic Planning, Fixed Annuities, Disability Insurance, Insurance
Education
Metropolitan Community College-Blue River 1991 — 1992
Accounting and Finance, B
Wellington-Napoleon R-9 1978 — 1981
SilverLight Financial August 2013 - Present
BancWest Investment Services 2005 - August 2013
UBS PaineWebber September 2001 - 2005
Sherlock Homes February 1998 - September 2001
Internal Revenue Service January 1990 - February 1998
Skills
Investments, Retirement Planning, Leadership, Financial Advisory, Financial Planning, Finance, Financial Services, Securities, Management, Financial Risk, Portfolio Management, Employee Benefits, Financial Analysis, Wealth Management, Life Insurance, Risk Management, Retirement, Public Speaking, Small Business, Strategic Planning, Fixed Annuities, Disability Insurance, Insurance
Education
Metropolitan Community College-Blue River 1991 — 1992
Accounting and Finance, B
Wellington-Napoleon R-9 1978 — 1981
David McClanahan David McClanahan's BancWest Investment Services Experience May 2007 - February 2013
Job Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Bancwest Investment Services May 2007 - February 2013
Atlas Securities / World Savings Bank February 2002 - May 2007
Quick & Reilly / Fleet Bank June 1995 - February 2002
Education
San Jose State University 1986 — 1990
Bachelor's Degree, Communications
Cabrillo High School
San Jose State University
Wells Fargo Advisors March 2013 - Present
Bancwest Investment Services May 2007 - February 2013
Atlas Securities / World Savings Bank February 2002 - May 2007
Quick & Reilly / Fleet Bank June 1995 - February 2002
Education
San Jose State University 1986 — 1990
Bachelor's Degree, Communications
Cabrillo High School
San Jose State University
Corinne Mittag Corinne Mittag's BancWest Investment Services Experience May 2013 - February 2015
Job Owner, Quilt 'n Bee Happy
Industry Financial Services
Experience
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
COR Clearing April 2015 - Present
Quilt n Bee Happy August 2010 - Present
Fareway Grocery Stores September 2008 - Present
BancWest Investment Services May 2013 - February 2015
BancWest Investment Services May 2013 - December 2013
Orion Advisor Services December 2010 - March 2013
Waddell & Reed Financial Services April 2009 - April 2010
TD Ameritrade May 1996 - June 2008
Skills
CRPC, Process Improvement, Series 7, Securities, Investments, Risk Management, Mutual Funds, Microsoft Excel, Series 63, Training, Finance, Financial Services, Strategic Financial..., Operations Management, Management, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Insurance, Wealth Management, Team Building, Customer Service, Time Management, Account Reconciliation, Asset Management, Tax Reporting for..., Portfolio Management, Analysis, Business Analysis, Cost Basis proficiency, Quilting, IRC 1441 knowledge, Excel, Word
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Iowa State University - College of Business 1983 — 1987
BBA, Finance
Kirk Ward Kirk Ward's BancWest Investment Services Experience October 2011 - March 2013
Job Marketing Consultant at Dex Media
Industry Marketing and Advertising
Experience
Dex Media August 2014 - Present
COUNTRY Financial® July 2013 - August 2014
BancWest Investment Services October 2011 - March 2013
Wells Fargo Advisors May 2009 - October 2011
American Family Insurance February 1991 - March 2009
Skills
Strategic Financial..., Portfolio Management, Finance, Insurance, Life Insurance, Securities, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Management, Property & Casualty..., Auto & Home Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Sales, Leadership, Customer Service, Marketing
Education
Missouri State University 1983 — 1988
BFA, Theatre & Interpretation
Dex Media August 2014 - Present
COUNTRY Financial® July 2013 - August 2014
BancWest Investment Services October 2011 - March 2013
Wells Fargo Advisors May 2009 - October 2011
American Family Insurance February 1991 - March 2009
Skills
Strategic Financial..., Portfolio Management, Finance, Insurance, Life Insurance, Securities, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Management, Property & Casualty..., Auto & Home Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Sales, Leadership, Customer Service, Marketing
Education
Missouri State University 1983 — 1988
BFA, Theatre & Interpretation
Lisa Kilmer CFP® RICP Lisa Kilmer CFP® RICP's BancWest Investment Services Experience September 2014 - Present
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services September 2014 - Present
Thrivent Financial October 2007 - September 2014
Skills
Retirement Planning, Financial Planning, Asset Allocation, retirement strategies, retirement accumulation..., retirement distribution..., Investment Strategies, estate strategies, Risk Management, Education Funding, legacy strategies, Charitable strategies, FINRA Series 66, FINRA Series 7
Education
Iowa State University 1980 — 1984
Stratford High school
BancWest Investment Services September 2014 - Present
Thrivent Financial October 2007 - September 2014
Skills
Retirement Planning, Financial Planning, Asset Allocation, retirement strategies, retirement accumulation..., retirement distribution..., Investment Strategies, estate strategies, Risk Management, Education Funding, legacy strategies, Charitable strategies, FINRA Series 66, FINRA Series 7
Education
Iowa State University 1980 — 1984
Stratford High school
William Dunbar William Dunbar's BancWest Investment Services Experience July 2000 - Present
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services July 2000 - Present
Skills
Series 65, Series 7, Insurance, Retirement Planning, Fixed Annuities, Series 63, Wealth Management, Financial Advisory, Banking, Mutual Funds, Credit, Strategic Financial..., Fee Based Asset..., Investments, Estate Planning, Retirement, IRAs, Asset Allocation, Investment Advisory, Series 6, Variable Annuities, 401k
Education
California State University-Fullerton 1977 — 1979
Bachelor of Arts (B.A.), Public/Applied History, 3.5
Cypress College 1974 — 1977
Associate of Arts (AA), Public/Applied History, 3.5
BancWest Investment Services July 2000 - Present
Skills
Series 65, Series 7, Insurance, Retirement Planning, Fixed Annuities, Series 63, Wealth Management, Financial Advisory, Banking, Mutual Funds, Credit, Strategic Financial..., Fee Based Asset..., Investments, Estate Planning, Retirement, IRAs, Asset Allocation, Investment Advisory, Series 6, Variable Annuities, 401k
Education
California State University-Fullerton 1977 — 1979
Bachelor of Arts (B.A.), Public/Applied History, 3.5
Cypress College 1974 — 1977
Associate of Arts (AA), Public/Applied History, 3.5
Rada Sahney Rada Sahney's BancWest Investment Services Experience May 2005 - June 2010
Job Owner, Zaver & Mor Jewelry Gallery
Industry Luxury Goods & Jewelry
Experience
Zaver & Mor Jewelry Gallery March 2012 - Present
Mansoor & Gore February 2011 - March 2012
BancWest Investment Services May 2005 - June 2010
Bank of the West August 2004 - May 2005
Skills
Project Management &..., Brand Representation..., Luxury Merchandising, Merchandising, Retail, Customer Service, Budgets, New Business Development, Outlook, Sales Management, Marketing Strategy, E-commerce, Event Planning, Online Advertising, Microsoft Excel, Microsoft Office, Advertising, Microsoft Word, Marketing, Fashion, Sales
Education
Castilleja School 1993 — 2000
University of California, Riverside
Zaver & Mor Jewelry Gallery March 2012 - Present
Mansoor & Gore February 2011 - March 2012
BancWest Investment Services May 2005 - June 2010
Bank of the West August 2004 - May 2005
Skills
Project Management &..., Brand Representation..., Luxury Merchandising, Merchandising, Retail, Customer Service, Budgets, New Business Development, Outlook, Sales Management, Marketing Strategy, E-commerce, Event Planning, Online Advertising, Microsoft Excel, Microsoft Office, Advertising, Microsoft Word, Marketing, Fashion, Sales
Education
Castilleja School 1993 — 2000
University of California, Riverside
Jason Meysenburg Jason Meysenburg's BancWest Investment Services Experience October 2006 - Present
Job Vice President Investment Product/RIA Manager at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services October 2006 - Present
Independent Broker Dealer October 2005 - October 2006
Independent Broker Dealer March 2003 - October 2005
Securities America, Inc. Member FINRA/SIPC 1995 - 2003
Skills
Insurance, Risk Management, Series 7, Financial Analysis, Series 63, Banking, Mutual Funds, Series 24, Retirement Planning, Wealth Management, Series 65, FINRA, Securities, Investments, Investment Advisory, Financial Services, Financial Advisory, Fixed Annuities, Financial Risk, Retirement, 401k, Asset Allocation, Series 6, Alternative Investments, Portfolio Management, Strategic Financial..., Financial Planning
Education
University of Nebraska at Omaha 1999 — 2004
MBA, Finance
Marquette University 1991 — 1995
B.S - Finance
Mary Our Queen
Mary Our Queen
BancWest Investment Services October 2006 - Present
Independent Broker Dealer October 2005 - October 2006
Independent Broker Dealer March 2003 - October 2005
Securities America, Inc. Member FINRA/SIPC 1995 - 2003
Skills
Insurance, Risk Management, Series 7, Financial Analysis, Series 63, Banking, Mutual Funds, Series 24, Retirement Planning, Wealth Management, Series 65, FINRA, Securities, Investments, Investment Advisory, Financial Services, Financial Advisory, Fixed Annuities, Financial Risk, Retirement, 401k, Asset Allocation, Series 6, Alternative Investments, Portfolio Management, Strategic Financial..., Financial Planning
Education
University of Nebraska at Omaha 1999 — 2004
MBA, Finance
Marquette University 1991 — 1995
B.S - Finance
Mary Our Queen
Mary Our Queen
Jacob Brodt Jacob Brodt's BancWest Investment Services Experience April 2004 - Present
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services April 2004 - Present
Bank of the West 2000 - 2004
Skills
Cross Selling, Deposits, Retail Banking, Banking, Customer Service, Series 7, Wealth Management, Sales, Finance, Credit, Portfolio Management, Investments, Financial Services, Retirement Planning, Management, Loans, Series 63, Relationship Management, Mutual Funds, Financial Analysis, Credit Analysis, Strategic Financial...
Education
Sonoma State University 2003 — 2005
Bachelor of Science (BS), Business Finance
Santa Rosa Junior College 2000 — 2003
Associate of Arts (A.A.), General Studies
West High 1995 — 1999
BancWest Investment Services April 2004 - Present
Bank of the West 2000 - 2004
Skills
Cross Selling, Deposits, Retail Banking, Banking, Customer Service, Series 7, Wealth Management, Sales, Finance, Credit, Portfolio Management, Investments, Financial Services, Retirement Planning, Management, Loans, Series 63, Relationship Management, Mutual Funds, Financial Analysis, Credit Analysis, Strategic Financial...
Education
Sonoma State University 2003 — 2005
Bachelor of Science (BS), Business Finance
Santa Rosa Junior College 2000 — 2003
Associate of Arts (A.A.), General Studies
West High 1995 — 1999
Dan Knudsen Dan Knudsen's BancWest Investment Services Experience November 2007 - July 2010
Job Financial Advisor at American National Bank/Securities America
Industry Financial Services
Experience
American National Bank/Securities America June 2010 - Present
BancWest Investment Services November 2007 - July 2010
CitiStreet October 2000 - 2003
Dean Witter 1988 - 1990
Smith Barney 1986 - 1988
Education
Iowa State University - College of Business 1976 — 1980
BS, Business
American National Bank/Securities America June 2010 - Present
BancWest Investment Services November 2007 - July 2010
CitiStreet October 2000 - 2003
Dean Witter 1988 - 1990
Smith Barney 1986 - 1988
Education
Iowa State University - College of Business 1976 — 1980
BS, Business
Jonathon Allen Jonathon Allen's BancWest Investment Services Experience December 2010 - February 2013
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
David A. Jabczenski, CFS®, CAS®, CES® David A. Jabczenski, CFS®, CAS®, CES®'s BancWest Investment Services Experience July 2010 - November 2012
Job SVP, Director of Financial Institutions Group
Industry Investment Management
Experience
Alpha Cubed Investments, LLC February 2015 - Present
J.P. Morgan Chase Bank, N.A. November 2012 - February 2015
BancWest Investment Services July 2010 - November 2012
J.P. Morgan Chase Bank, N.A. 1997 - 2009
J.P. Morgan Chase Bank, N.A. 1993 - 1997
GNA Securities 1992 - 1993
Shearson Lehman 1991 - 1992
Skills
Series 7, Wealth Management, Sales, Banking, Finance, Training, Mutual Funds, Series 63, Portfolio Management, Securities, Relationship Management, Financial Services, Asset Management, Credit, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Equities, Loans, Credit Analysis, Investment Advisory, Sales Management, Risk Management, Commercial Banking, Commercial Lending, Retirement, Series 24, Fixed Income, Fixed Annuities, Retail Banking
Education
Arizona State University
Business Administration and Management, General
California State University-Fullerton
Financial Planning and Services
College for Financial Planning
Financial Planning and Services
Alpha Cubed Investments, LLC February 2015 - Present
J.P. Morgan Chase Bank, N.A. November 2012 - February 2015
BancWest Investment Services July 2010 - November 2012
J.P. Morgan Chase Bank, N.A. 1997 - 2009
J.P. Morgan Chase Bank, N.A. 1993 - 1997
GNA Securities 1992 - 1993
Shearson Lehman 1991 - 1992
Skills
Series 7, Wealth Management, Sales, Banking, Finance, Training, Mutual Funds, Series 63, Portfolio Management, Securities, Relationship Management, Financial Services, Asset Management, Credit, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Equities, Loans, Credit Analysis, Investment Advisory, Sales Management, Risk Management, Commercial Banking, Commercial Lending, Retirement, Series 24, Fixed Income, Fixed Annuities, Retail Banking
Education
Arizona State University
Business Administration and Management, General
California State University-Fullerton
Financial Planning and Services
College for Financial Planning
Financial Planning and Services
Joseph S. Inzerillo Joseph S. Inzerillo's BancWest Investment Services Experience June 1998 - December 2007
Job Licensed Associate at Aflac Green District office Los Alamitos, CA
Industry Insurance
Experience
Aflac - Green District - Los Alamitos January 2014 - Present
C.I. Services, Inc. / CIS Solar, Inc. February 2010 - Present
OC Product Account Management Group January 2013 - Present
Executive Consultants Group 2014 - 2014
Structure PMG April 2012 - December 2012
Compass Benefit Solutions, Inc. January 2008 - February 2009
BancWest Investment Services June 1998 - December 2007
Sanwa Bank 1998 - 2000
New England Financial Services October 1991 - May 1998
Integralert Security, Inc. January 1984 - October 1991
Skills
Sales Management, Coaching, Strategic Planning, Sales Process, Trade Show..., Budgets, Customer Service, PV Solar, Construction, Renewable Energy, Home Security, Business Security, Customer Relations, Budgeting, Closer, Networker, Team Motivator, Trade Shows, Product Account Manager, Consultant, Project Coordination, Contract Negotiating, Sales, Management, Negotiation, Leadership, Team Leadership, Project Planning, Contract Negotiation, Entrepreneurship, Finance, Photovoltaics, Marketing, New Business Development, Program Management, Account Management, Project Management, Business Development, Contract Management, Process Improvement, Team Building, Insurance, Strategy, Business Planning, Cross-functional Team..., Training, Start-ups, Operations Management, Management Consulting, Selling
Education
Mercy College 1971 — 1976
BS, Marketing Management
Aflac - Green District - Los Alamitos January 2014 - Present
C.I. Services, Inc. / CIS Solar, Inc. February 2010 - Present
OC Product Account Management Group January 2013 - Present
Executive Consultants Group 2014 - 2014
Structure PMG April 2012 - December 2012
Compass Benefit Solutions, Inc. January 2008 - February 2009
BancWest Investment Services June 1998 - December 2007
Sanwa Bank 1998 - 2000
New England Financial Services October 1991 - May 1998
Integralert Security, Inc. January 1984 - October 1991
Skills
Sales Management, Coaching, Strategic Planning, Sales Process, Trade Show..., Budgets, Customer Service, PV Solar, Construction, Renewable Energy, Home Security, Business Security, Customer Relations, Budgeting, Closer, Networker, Team Motivator, Trade Shows, Product Account Manager, Consultant, Project Coordination, Contract Negotiating, Sales, Management, Negotiation, Leadership, Team Leadership, Project Planning, Contract Negotiation, Entrepreneurship, Finance, Photovoltaics, Marketing, New Business Development, Program Management, Account Management, Project Management, Business Development, Contract Management, Process Improvement, Team Building, Insurance, Strategy, Business Planning, Cross-functional Team..., Training, Start-ups, Operations Management, Management Consulting, Selling
Education
Mercy College 1971 — 1976
BS, Marketing Management
Greg Stark Greg Stark's BancWest Investment Services Experience May 2006 - May 2008
Job Senior Vice President, CFP(R) at Jackson Financial Advisors
Industry Investment Management
Experience
Jackson/Roskelley Wealth Advisors, Inc. May 2008 - Present
BancWest Investment Services May 2006 - May 2008
Skills
Investments, Asset Management, Financial Planning, Retirement Planning, Wealth Management, Retirement, Insurance, Estate Planning, Financial Advisory, Investment Advisory, Asset Allocation, Wealth, Financial Advice, Insurance Planning, Wealth Accumulation, Investment Strategies, Annuities, Mutual Funds, IRA's
Education
Wartburg College 1980 — 1984
B.S., Economics
University of Phoenix
M.B.A., Business
Jackson/Roskelley Wealth Advisors, Inc. May 2008 - Present
BancWest Investment Services May 2006 - May 2008
Skills
Investments, Asset Management, Financial Planning, Retirement Planning, Wealth Management, Retirement, Insurance, Estate Planning, Financial Advisory, Investment Advisory, Asset Allocation, Wealth, Financial Advice, Insurance Planning, Wealth Accumulation, Investment Strategies, Annuities, Mutual Funds, IRA's
Education
Wartburg College 1980 — 1984
B.S., Economics
University of Phoenix
M.B.A., Business
Arthur Yang Arthur Yang's BancWest Investment Services Experience August 2013 - November 2014
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Bancwest Investment Services August 2013 - November 2014
Independent Capital Management December 2012 - August 2013
Education
University of California, Irvine 2009 — 2011
Bachelor of Arts (BA), English Language and Literature, General
University of California, Riverside 2007 — 2009
SMHS
Wells Fargo Advisors November 2014 - Present
Bancwest Investment Services August 2013 - November 2014
Independent Capital Management December 2012 - August 2013
Education
University of California, Irvine 2009 — 2011
Bachelor of Arts (BA), English Language and Literature, General
University of California, Riverside 2007 — 2009
SMHS
Greg Weiss Greg Weiss's BancWest Investment Services Experience June 2013 - Present
Job Vice President, Chief Compliance Officer at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services June 2013 - Present
BancWest Investment Services March 2011 - June 2013
Securities America, Inc. Member FINRA/SIPC September 2007 - March 2011
Securities America, Inc. Member FINRA/SIPC January 2007 - September 2007
Securities America, Inc. Member FINRA/SIPC February 2005 - January 2007
Securities America, Inc. Member FINRA/SIPC December 2002 - February 2005
Securities America, Inc. Member FINRA/SIPC November 2001 - December 2002
Securities America, Inc. Member FINRA/SIPC May 2000 - November 2001
Education
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP, FINRA Institute at Wharton
University of Nebraska at Omaha 2004 — 2007
Master of Business Administration
University of Nebraska at Omaha 1999 — 2004
Bachelor of Science in Business Administration, Finance and Banking
BancWest Investment Services June 2013 - Present
BancWest Investment Services March 2011 - June 2013
Securities America, Inc. Member FINRA/SIPC September 2007 - March 2011
Securities America, Inc. Member FINRA/SIPC January 2007 - September 2007
Securities America, Inc. Member FINRA/SIPC February 2005 - January 2007
Securities America, Inc. Member FINRA/SIPC December 2002 - February 2005
Securities America, Inc. Member FINRA/SIPC November 2001 - December 2002
Securities America, Inc. Member FINRA/SIPC May 2000 - November 2001
Education
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP, FINRA Institute at Wharton
University of Nebraska at Omaha 2004 — 2007
Master of Business Administration
University of Nebraska at Omaha 1999 — 2004
Bachelor of Science in Business Administration, Finance and Banking
Bradley Ughetta Bradley Ughetta's BancWest Investment Services Experience August 2011 - Present
Job Financial Industry Executive
Industry Financial Services
Experience
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
Craig Pequette Craig Pequette's BancWest Investment Services Experience May 2014 - Present
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services May 2014 - Present
NYLIFE Securities LLC July 2013 - April 2014
New York Life Insurance Company July 2013 - April 2014
Penn Mutual September 2011 - July 2013
Jackson National Life May 2010 - August 2011
Strategic Financial Partners March 2009 - May 2010
Centennial Woods, LLC. August 2008 - December 2008
BlueLinx Corporation May 2004 - August 2008
Georgia-Pacific LLC February 2002 - May 2004
CCI/Triad October 2000 - February 2002
Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Colorado State University
BA, Social Science
BancWest Investment Services May 2014 - Present
NYLIFE Securities LLC July 2013 - April 2014
New York Life Insurance Company July 2013 - April 2014
Penn Mutual September 2011 - July 2013
Jackson National Life May 2010 - August 2011
Strategic Financial Partners March 2009 - May 2010
Centennial Woods, LLC. August 2008 - December 2008
BlueLinx Corporation May 2004 - August 2008
Georgia-Pacific LLC February 2002 - May 2004
CCI/Triad October 2000 - February 2002
Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Colorado State University
BA, Social Science
Chris Wittrig Chris Wittrig's BancWest Investment Services Experience December 2013 - September 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
BancWest Investment Services December 2013 - September 2014
Wells Fargo Advisors June 2012 - December 2013
TD Ameritrade October 2004 - June 2012
Skills
Investments, Financial Advisory, Retirement Planning, Financial Services, Risk Management
Education
University of Nebraska-Lincoln 1998 — 2004
Bachelor of Science (B.S.), Economics
Watertown High school 1994 — 1998
Wells Fargo Advisors September 2014 - Present
BancWest Investment Services December 2013 - September 2014
Wells Fargo Advisors June 2012 - December 2013
TD Ameritrade October 2004 - June 2012
Skills
Investments, Financial Advisory, Retirement Planning, Financial Services, Risk Management
Education
University of Nebraska-Lincoln 1998 — 2004
Bachelor of Science (B.S.), Economics
Watertown High school 1994 — 1998
Chen-Chen Huo Chen-Chen Huo's BancWest Investment Services Experience May 2011 - September 2011
Job Analyst at Altman Vilandrie & Company
Industry Management Consulting
Experience
Camp Sudo February 2015 - Present
Altman Vilandrie & Company August 2014 - Present
Altman Vilandrie & Company June 2013 - September 2013
Associated Students of the University of California August 2012 - May 2013
Net Impact Berkeley September 2012 - December 2012
Patpatia & Associates August 2012 - December 2012
Zoomforth, Inc May 2012 - August 2012
Bancwest Investment Services May 2011 - September 2011
Latham & Watkins June 2010 - August 2010
Skills
Event Planning, Microsoft Office, Public Speaking, Business Strategy, Product Development, Market Research, Social Media, Social Media Marketing, Event Management, Nonprofits, Management, Research, Data Analysis, Editing
Education
UC Berkeley 2010 — 2014
Business Administration, Business, Music
Camp Sudo February 2015 - Present
Altman Vilandrie & Company August 2014 - Present
Altman Vilandrie & Company June 2013 - September 2013
Associated Students of the University of California August 2012 - May 2013
Net Impact Berkeley September 2012 - December 2012
Patpatia & Associates August 2012 - December 2012
Zoomforth, Inc May 2012 - August 2012
Bancwest Investment Services May 2011 - September 2011
Latham & Watkins June 2010 - August 2010
Skills
Event Planning, Microsoft Office, Public Speaking, Business Strategy, Product Development, Market Research, Social Media, Social Media Marketing, Event Management, Nonprofits, Management, Research, Data Analysis, Editing
Education
UC Berkeley 2010 — 2014
Business Administration, Business, Music
Jesus A. (Jay) Soto, LUTCF Jesus A. (Jay) Soto, LUTCF's BancWest Investment Services Experience May 2014 - July 2015
Job Financial Advisor at CUNA Mutual Group / CUNA brokerage Services, Inc.
Industry Financial Services
Experience
BancWest Investment Services May 2014 - July 2015
Waddell & Reed - Financial Services May 2012 - May 2014
New York Life Insurance Company / NYLife Securities LLC November 1999 - June 2012
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services / Philosophy
American College of Financial Planning
LUTCF -Life Underwriter Training Council Fellow, LUTCF- The program was designed to help advisors offer more comprehensive financial advice., NA
BancWest Investment Services May 2014 - July 2015
Waddell & Reed - Financial Services May 2012 - May 2014
New York Life Insurance Company / NYLife Securities LLC November 1999 - June 2012
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services / Philosophy
American College of Financial Planning
LUTCF -Life Underwriter Training Council Fellow, LUTCF- The program was designed to help advisors offer more comprehensive financial advice., NA
Ross Blount CRPC®'s BancWest Investment Services Experience May 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
BancWest Investment Services May 2014 - Present
Edward Jones June 2013 - April 2014
First National Bank of Omaha June 2012 - June 2013
Rhino Tax Solutions January 2013 - May 2013
Wells Fargo October 2011 - July 2012
Skills
Banking, Loans, Sales, Customer Service, Financial Analysis, Strategic Financial..., Financial Advisory, Investment Strategies, Portfolio Management, Accounts Payable, Consumer Lending, Management
Education
University of Stellenbosch 2007 — 2010
Financial Planning and Business Management
BancWest Investment Services May 2014 - Present
Edward Jones June 2013 - April 2014
First National Bank of Omaha June 2012 - June 2013
Rhino Tax Solutions January 2013 - May 2013
Wells Fargo October 2011 - July 2012
Skills
Banking, Loans, Sales, Customer Service, Financial Analysis, Strategic Financial..., Financial Advisory, Investment Strategies, Portfolio Management, Accounts Payable, Consumer Lending, Management
Education
University of Stellenbosch 2007 — 2010
Financial Planning and Business Management
Amrinder Dhaliwal Amrinder Dhaliwal's BancWest Investment Services Experience August 2013 - Present
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services August 2013 - Present
J.P. Morgan Securities LLC May 2012 - August 2013
JPMorgan Chase & Co. 2006 - 2013
Chase Investment Services October 2010 - May 2012
Skills
Investments, Finance, Wealth Management, Portfolio Management, Retirement Planning, Financial Services, Equities, Banking, Financial Analysis, Financial Planning
Education
California State University-Sacramento 2001 — 2006
Bachelor of Science (BS), Economics
BancWest Investment Services August 2013 - Present
J.P. Morgan Securities LLC May 2012 - August 2013
JPMorgan Chase & Co. 2006 - 2013
Chase Investment Services October 2010 - May 2012
Skills
Investments, Finance, Wealth Management, Portfolio Management, Retirement Planning, Financial Services, Equities, Banking, Financial Analysis, Financial Planning
Education
California State University-Sacramento 2001 — 2006
Bachelor of Science (BS), Economics
Brandon Jenkins, CFP®, CWS®, CRPC®, AAMS®'s BancWest Investment Services Experience May 2011 - September 2013
Job Vice President Financial UnionBanc Investment Services
Industry Financial Services
Experience
Union Bank April 2015 - Present
Citi Personal Wealth Management September 2013 - April 2015
BancWest Investment Services May 2011 - September 2013
Ameriprise Financial July 2009 - May 2011
Ameriprise Financial October 2004 - May 2011
Ameriprise Financial February 2009 - December 2010
Ameriprise Financial June 2009 - September 2010
El Cariso Golf Course December 2002 - September 2004
401 Industries January 1995 - January 2004
Glendale Federal Bank April 1996 - June 1998
Skills
Retirement Planning, Estate Planning, Sales, Insurance, Financial Planners, Financial Advisory, Disability Insurance, Retirement, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Strategic Financial..., Asset Allocation, Investments, Wealth
Education
California State University-Northridge 1995 — 2003
BS, Business Law, Finance
Kaplan University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Union Bank April 2015 - Present
Citi Personal Wealth Management September 2013 - April 2015
BancWest Investment Services May 2011 - September 2013
Ameriprise Financial July 2009 - May 2011
Ameriprise Financial October 2004 - May 2011
Ameriprise Financial February 2009 - December 2010
Ameriprise Financial June 2009 - September 2010
El Cariso Golf Course December 2002 - September 2004
401 Industries January 1995 - January 2004
Glendale Federal Bank April 1996 - June 1998
Skills
Retirement Planning, Estate Planning, Sales, Insurance, Financial Planners, Financial Advisory, Disability Insurance, Retirement, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Strategic Financial..., Asset Allocation, Investments, Wealth
Education
California State University-Northridge 1995 — 2003
BS, Business Law, Finance
Kaplan University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Dana (Dana Ryan) Gillette's BancWest Investment Services Experience May 2014 - Present
Job Finance Specialist with Management and Marketing Consulting Background
Industry Financial Services
Experience
Bank of the West May 2014 - Present
BancWest Investment Services May 2014 - Present
Dana Ryan 2002 - Present
Swagzilla LLC 2013 - May 2015
Scottrade Financial January 2007 - April 2014
RE/MAX 2013 - January 2014
Jeff Dambrosio Auto Group January 1998 - January 2014
SOWN 2010 - 2012
Skills
Marketing, Management, Finance, Real Estate, Series 7, Customer Service, Series 63, Analysis, Social Media Marketing, Investments, Facebook, Advertising, Market Analysis, Consulting, Property Management, Investment Properties, Portfolio Management, Sales, Financial Analysis, Leadership, Public Relations, Fundraising, Microsoft Office, Accounting, Loans, Mutual Funds, Market Research, Insurance, Strategic Planning, Real Estate Economics, Microsoft Excel, Asset Management, Selling
Education
Colorado Mountain College 2015 — 2016
Visual Arts, Photography, Drawing
Colorado Mountain College 2014 — 2015
Leadership Summit, Management and Leadership
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
Masters, Business Administration and Management, General
College of Charleston 2002 — 2008
Bachlors, Business Administration
Bank of the West May 2014 - Present
BancWest Investment Services May 2014 - Present
Dana Ryan 2002 - Present
Swagzilla LLC 2013 - May 2015
Scottrade Financial January 2007 - April 2014
RE/MAX 2013 - January 2014
Jeff Dambrosio Auto Group January 1998 - January 2014
SOWN 2010 - 2012
Skills
Marketing, Management, Finance, Real Estate, Series 7, Customer Service, Series 63, Analysis, Social Media Marketing, Investments, Facebook, Advertising, Market Analysis, Consulting, Property Management, Investment Properties, Portfolio Management, Sales, Financial Analysis, Leadership, Public Relations, Fundraising, Microsoft Office, Accounting, Loans, Mutual Funds, Market Research, Insurance, Strategic Planning, Real Estate Economics, Microsoft Excel, Asset Management, Selling
Education
Colorado Mountain College 2015 — 2016
Visual Arts, Photography, Drawing
Colorado Mountain College 2014 — 2015
Leadership Summit, Management and Leadership
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
Masters, Business Administration and Management, General
College of Charleston 2002 — 2008
Bachlors, Business Administration
Nicky Yager (work) Nicky Yager (work)'s BancWest Investment Services Experience March 2006 - December 2010
Job Operations Manager at Manarin Investment Counsel
Industry Financial Services
Experience
Manarin Investment Counsel July 2015 - Present
Manarin Investment Counsel May 2014 - July 2015
Wells Fargo Advisors November 2012 - January 2014
Merrill Lynch 2012 - 2012
BancWest Investment Services March 2006 - December 2010
A.G. Edwards April 2003 - February 2006
TIG Capital Securities April 2001 - April 2003
TD Ameritrade 1998 - 2000
Merrill Lynch January 1996 - June 1998
Skills
Mutual Funds, Securities, Series 7, Strategic Financial..., Series 63, Trading, Series 24, Series 10
Education
University of Nebraska-Lincoln 1986 — 1991
BA, Political Science
Papillion-LaVista High School
Manarin Investment Counsel July 2015 - Present
Manarin Investment Counsel May 2014 - July 2015
Wells Fargo Advisors November 2012 - January 2014
Merrill Lynch 2012 - 2012
BancWest Investment Services March 2006 - December 2010
A.G. Edwards April 2003 - February 2006
TIG Capital Securities April 2001 - April 2003
TD Ameritrade 1998 - 2000
Merrill Lynch January 1996 - June 1998
Skills
Mutual Funds, Securities, Series 7, Strategic Financial..., Series 63, Trading, Series 24, Series 10
Education
University of Nebraska-Lincoln 1986 — 1991
BA, Political Science
Papillion-LaVista High School
Shireef Elmakawi Shireef Elmakawi's BancWest Investment Services Experience August 2013 - August 2014
Job Law Clerk at Law Offices of Hollander & Hollander
Industry Investment Management
Experience
Law Offices of Hollander & Hollander May 2015 - Present
University of California, Hastings College of the Law August 2014 - Present
BancWest Investment Services August 2013 - August 2014
Morgan Stanley January 2013 - August 2013
City National Securities August 2010 - August 2012
LFCU Brokerage & Insurance Services May 2009 - August 2010
Citi Smith Barney January 2008 - October 2008
WM Financial Services September 2000 - September 2007
Skills
Investments, FINRA Series 7, 63, 66, Estate Planning, Wealth, Fixed Annuities, Series 7, Mutual Funds, Securities, Retirement Planning, Financial Services, Finance, Life Insurance, Series 63, Wealth Management, Portfolio Management, Investment Advisory
Education
University of California, Hastings College of the Law 2014 — 2017
Doctor of Law (JD)
California State University-Northridge
Bachelor of Science (B.S.), Business Administration
Law Offices of Hollander & Hollander May 2015 - Present
University of California, Hastings College of the Law August 2014 - Present
BancWest Investment Services August 2013 - August 2014
Morgan Stanley January 2013 - August 2013
City National Securities August 2010 - August 2012
LFCU Brokerage & Insurance Services May 2009 - August 2010
Citi Smith Barney January 2008 - October 2008
WM Financial Services September 2000 - September 2007
Skills
Investments, FINRA Series 7, 63, 66, Estate Planning, Wealth, Fixed Annuities, Series 7, Mutual Funds, Securities, Retirement Planning, Financial Services, Finance, Life Insurance, Series 63, Wealth Management, Portfolio Management, Investment Advisory
Education
University of California, Hastings College of the Law 2014 — 2017
Doctor of Law (JD)
California State University-Northridge
Bachelor of Science (B.S.), Business Administration
Tri Le Tri Le's BancWest Investment Services Experience March 2008 - August 2010
Job Inside Sales Representative at Gigamon
Industry Information Technology and Services
Experience
Gigamon December 2013 - Present
Symantec June 2012 - December 2013
Wells Fargo Advisors August 2010 - June 2011
BancWest Investment Services March 2008 - August 2010
BancWest Investment Services March 2006 - March 2008
Skills
Series 7, Salesforce.com, Account Management, Strategic Financial..., Business Development, Sales, Sales Operations, Cold Calling, Software, Selling, Qualifying Prospects, Key Account Management, New Business Development, SSL, Business Analysis, Security, Sales Process, Lead Generation, Business Strategy, E-commerce, Enterprise Software, Finance
Education
San Jose State University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Gigamon December 2013 - Present
Symantec June 2012 - December 2013
Wells Fargo Advisors August 2010 - June 2011
BancWest Investment Services March 2008 - August 2010
BancWest Investment Services March 2006 - March 2008
Skills
Series 7, Salesforce.com, Account Management, Strategic Financial..., Business Development, Sales, Sales Operations, Cold Calling, Software, Selling, Qualifying Prospects, Key Account Management, New Business Development, SSL, Business Analysis, Security, Sales Process, Lead Generation, Business Strategy, E-commerce, Enterprise Software, Finance
Education
San Jose State University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Solange Solo Reoch Solange Solo Reoch's BancWest Investment Services Experience February 2011 - April 2012
Job HolzerIPLaw, PC
Industry Law Practice
Experience
HolzerIPLaw, PC March 2014 - Present
Kilpatrick Townsend & Stockton LLP July 2013 - March 2014
The Madden Law Firm April 2012 - July 2013
BancWest Investment Services February 2011 - April 2012
The Perfect Petal April 2010 - February 2011
Ajilon Office November 2009 - April 2010
Booth Creek Management Corporation April 2008 - July 2009
Vail Resorts November 2004 - April 2008
Beverage Distributors Co. January 2006 - April 2007
Skills
Entertainment, Running, Hiking, Applicant Tracking..., Human Resources, Marketing, Sales, Office Management, Recruiting, Administrative..., Customer Service, Outlook, Microsoft Excel, Employee Relations, Cold Calling, Westlaw, Training, Microsoft Office, Legal Writing, Administrative...
Education
University of Colorado Boulder 2000 — 2004
BA, Communication
Kaplan University 2012 — 2012
Paralegal Certificate, Legal Studies
HolzerIPLaw, PC March 2014 - Present
Kilpatrick Townsend & Stockton LLP July 2013 - March 2014
The Madden Law Firm April 2012 - July 2013
BancWest Investment Services February 2011 - April 2012
The Perfect Petal April 2010 - February 2011
Ajilon Office November 2009 - April 2010
Booth Creek Management Corporation April 2008 - July 2009
Vail Resorts November 2004 - April 2008
Beverage Distributors Co. January 2006 - April 2007
Skills
Entertainment, Running, Hiking, Applicant Tracking..., Human Resources, Marketing, Sales, Office Management, Recruiting, Administrative..., Customer Service, Outlook, Microsoft Excel, Employee Relations, Cold Calling, Westlaw, Training, Microsoft Office, Legal Writing, Administrative...
Education
University of Colorado Boulder 2000 — 2004
BA, Communication
Kaplan University 2012 — 2012
Paralegal Certificate, Legal Studies
Joe Gealy's BancWest Investment Services Experience February 2011 - November 2011
Job Account Executive II at tw telecom
Industry Telecommunications
Experience
Level 3 Communications January 2014 - Present
TelePacific Communications June 2013 - January 2014
Staples Advantage November 2011 - June 2013
BancWest Investment Services February 2011 - November 2011
Wells Fargo Investments January 2006 - February 2011
White Directory Publishers August 2003 - December 2005
Skills
B2B, New Business Development, Account Management, Sales Presentations, Business Development, Cold Calling, Sales Operations, VoIP, Territory Management, Technology, Salesforce.com, Phone Skills, Consultative Sales..., Solution Selling, Relationship Management, Company Profiling, Team Building, Cross Selling, Value Based Selling, Strategic Selling, Presentation Coaching, Customer Service, Community Outreach, SIP Trunking, MPLS Networking, Telecommunications, IP VPN
Education
Edinboro University of Pennsylvania 2000 — 2003
B.A., Business Administration
Level 3 Communications January 2014 - Present
TelePacific Communications June 2013 - January 2014
Staples Advantage November 2011 - June 2013
BancWest Investment Services February 2011 - November 2011
Wells Fargo Investments January 2006 - February 2011
White Directory Publishers August 2003 - December 2005
Skills
B2B, New Business Development, Account Management, Sales Presentations, Business Development, Cold Calling, Sales Operations, VoIP, Territory Management, Technology, Salesforce.com, Phone Skills, Consultative Sales..., Solution Selling, Relationship Management, Company Profiling, Team Building, Cross Selling, Value Based Selling, Strategic Selling, Presentation Coaching, Customer Service, Community Outreach, SIP Trunking, MPLS Networking, Telecommunications, IP VPN
Education
Edinboro University of Pennsylvania 2000 — 2003
B.A., Business Administration
Bill Tutunjian, CFP®'s BancWest Investment Services Experience August 2006 - September 2008
Job Client Relationship Management
Industry Financial Services
Experience
Bank of Albuquerque May 2012 - Present
Charles Stephen Financial Architects September 2008 - April 2012
BancWest Investment Services August 2006 - September 2008
Fidelity Investments May 2005 - July 2006
Fidelity Investments April 2001 - May 2005
Fidelity Investments 1997 - 2001
Skills
Series 7, Retirement Planning, Investments, Financial Planning, Employee Benefits, Public Speaking, Insurance, Charitable Giving, Strategic Financial..., Wealth Management, Retirement, 401k, Series 63, Charities, Mutual Funds, Series 6, Asset Allocation, Investment Advisory, Relationship Management, Securities, Uniform Combined State..., Financial Services, FINRA, Fixed Annuities, Retirement Plan...
Education
The University of Texas at Dallas
BS/Business Administration, Finance
Bank of Albuquerque May 2012 - Present
Charles Stephen Financial Architects September 2008 - April 2012
BancWest Investment Services August 2006 - September 2008
Fidelity Investments May 2005 - July 2006
Fidelity Investments April 2001 - May 2005
Fidelity Investments 1997 - 2001
Skills
Series 7, Retirement Planning, Investments, Financial Planning, Employee Benefits, Public Speaking, Insurance, Charitable Giving, Strategic Financial..., Wealth Management, Retirement, 401k, Series 63, Charities, Mutual Funds, Series 6, Asset Allocation, Investment Advisory, Relationship Management, Securities, Uniform Combined State..., Financial Services, FINRA, Fixed Annuities, Retirement Plan...
Education
The University of Texas at Dallas
BS/Business Administration, Finance
Robin Hawley's BancWest Investment Services Experience June 2011 - August 2012
Job Insurance Agent
Industry Financial Services
Experience
Wyoming Financial Insurance, Inc. March 2014 - Present
Bw Insurance Agency Inc August 2012 - March 2014
Y October 2007 - January 2014
BancWest Investment Services June 2011 - August 2012
Legent Clearing November 2008 - June 2011
X April 2008 - January 2010
TD Ameritrade May 2008 - October 2008
Ameritrade May 2003 - May 2008
Ameritrade May 1999 - May 2003
Bancorp Investment Group November 1993 - May 1995
Skills
Series 7, Series 63, Insurance
Education
University of Nebraska-Lincoln 1981 — 1985
Bachelor, Business/Finance
Wyoming Financial Insurance, Inc. March 2014 - Present
Bw Insurance Agency Inc August 2012 - March 2014
Y October 2007 - January 2014
BancWest Investment Services June 2011 - August 2012
Legent Clearing November 2008 - June 2011
X April 2008 - January 2010
TD Ameritrade May 2008 - October 2008
Ameritrade May 2003 - May 2008
Ameritrade May 1999 - May 2003
Bancorp Investment Group November 1993 - May 1995
Skills
Series 7, Series 63, Insurance
Education
University of Nebraska-Lincoln 1981 — 1985
Bachelor, Business/Finance
Dale Niemi's BancWest Investment Services Experience February 2014 - Present
Job BancWest Investment Services is a wholly owned subsidiary of Bank of the West
Industry Financial Services
Experience
BancWest Investment Services February 2014 - Present
Bank of the West March 2006 - February 2014
Wells Fargo Bank 1996 - 2006
Skills
Wealth Management, Investment Management, Private Banking, Banking, Real Estate, Portfolio Management, Loans, Credit, Mountain Biking, Investments, Commercial Banking, Financial Services, Management, Beer, Road Biking, Sales Management, Trust Management, Strategy, Retail Banking, Commercial Lending
Education
Grand Valley State University
BancWest Investment Services February 2014 - Present
Bank of the West March 2006 - February 2014
Wells Fargo Bank 1996 - 2006
Skills
Wealth Management, Investment Management, Private Banking, Banking, Real Estate, Portfolio Management, Loans, Credit, Mountain Biking, Investments, Commercial Banking, Financial Services, Management, Beer, Road Biking, Sales Management, Trust Management, Strategy, Retail Banking, Commercial Lending
Education
Grand Valley State University
Stephanie Ripp's BancWest Investment Services Experience April 2013 - Present
Job Compliance Officer
Industry Financial Services
Experience
BancWest Investment Services April 2013 - Present
BancWest Investment Services April 2011 - April 2013
Legent Clearing July 2007 - May 2011
TD Ameritrade August 1999 - July 2007
Skills
Series 7, Risk Management, Compliance, Securities, AML, Series 24, Investments, Financial Services, Mutual Funds, Banking, Due Diligence, Portfolio Management, Series 63, Asset Management, Equities, FINRA, Financial Analysis, Wealth Management, Financial Risk
Education
University of Nebraska at Omaha 1999 — 2001
M.A, Economics
Creighton University 1995 — 1999
B.A., Political Science
BancWest Investment Services April 2013 - Present
BancWest Investment Services April 2011 - April 2013
Legent Clearing July 2007 - May 2011
TD Ameritrade August 1999 - July 2007
Skills
Series 7, Risk Management, Compliance, Securities, AML, Series 24, Investments, Financial Services, Mutual Funds, Banking, Due Diligence, Portfolio Management, Series 63, Asset Management, Equities, FINRA, Financial Analysis, Wealth Management, Financial Risk
Education
University of Nebraska at Omaha 1999 — 2001
M.A, Economics
Creighton University 1995 — 1999
B.A., Political Science
Tracie Kielty's BancWest Investment Services Experience November 2003 - December 2006
Job Innovative Accounting Problem Solver
Industry Accounting
Experience
RABOBANK, N.A. October 2010 - February 2013
Franklin Templeton Investments 2013 - 2013
VERIZON WIRELESS June 2009 - April 2010
STATE STREET BANK December 2006 - March 2009
BANCWEST INVESTMENT SERVICES November 2003 - December 2006
Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, Payroll, QuickBooks, Auditing, Access, Internal Controls, Variance Analysis, Journal Entries, Bank Reconciliation, General Ledger, Invoicing, Finance, Microsoft Excel, Banking, Financial Reporting, Financial Analysis, Internal Audit, Accruals, Process Improvement, Cost Accounting, Financial Statements, Training, Tax, Spreadsheets, Management, Financial Accounting, Analysis, PeopleSoft, GAAP, Microsoft Word, Team Building, Sarbanes-Oxley Act, Cash Management, Budgets, Time Management, Cash Flow, Credit, Risk Management, Customer Service, Outlook, Forecasting, Financial Risk
Education
Ashford University 2011 — 2014
In Process, Bachelor of Science, Accounting, 4.0
Sacramento City College 1995 — 1996
RABOBANK, N.A. October 2010 - February 2013
Franklin Templeton Investments 2013 - 2013
VERIZON WIRELESS June 2009 - April 2010
STATE STREET BANK December 2006 - March 2009
BANCWEST INVESTMENT SERVICES November 2003 - December 2006
Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, Payroll, QuickBooks, Auditing, Access, Internal Controls, Variance Analysis, Journal Entries, Bank Reconciliation, General Ledger, Invoicing, Finance, Microsoft Excel, Banking, Financial Reporting, Financial Analysis, Internal Audit, Accruals, Process Improvement, Cost Accounting, Financial Statements, Training, Tax, Spreadsheets, Management, Financial Accounting, Analysis, PeopleSoft, GAAP, Microsoft Word, Team Building, Sarbanes-Oxley Act, Cash Management, Budgets, Time Management, Cash Flow, Credit, Risk Management, Customer Service, Outlook, Forecasting, Financial Risk
Education
Ashford University 2011 — 2014
In Process, Bachelor of Science, Accounting, 4.0
Sacramento City College 1995 — 1996
Jonathan Cowin's BancWest Investment Services Experience September 2008 - May 2009
Job Manager, Intellectual Property Group at Microsoft
Industry Computer Software
Experience
Microsoft June 2015 - Present
Feet First July 2012 - Present
Microsoft December 2011 - June 2015
Microsoft July 2009 - December 2011
BancWest Investment Services September 2008 - May 2009
US Strategic Command September 2008 - January 2009
Microsoft June 2008 - August 2008
Skills
Strategy, Business Development, Management, Mergers & Acquisitions, Financial Modeling, Program Management, Finance
Education
Creighton University 2005 — 2009
BSBA, Economics, Finance, with Honors
Microsoft June 2015 - Present
Feet First July 2012 - Present
Microsoft December 2011 - June 2015
Microsoft July 2009 - December 2011
BancWest Investment Services September 2008 - May 2009
US Strategic Command September 2008 - January 2009
Microsoft June 2008 - August 2008
Skills
Strategy, Business Development, Management, Mergers & Acquisitions, Financial Modeling, Program Management, Finance
Education
Creighton University 2005 — 2009
BSBA, Economics, Finance, with Honors
Jon Batchelor's BancWest Investment Services Experience January 2002 - November 2012
Job Financial Advisor, CUSO Financial Services, LP at UNCLE CU
Industry Investment Banking
Experience
CUSO Financial Services, LP at UNCLE CREDIT UNION July 2013 - Present
UnionBanc Investment Services November 2012 - June 2013
BancWest Investment Services January 2002 - November 2012
PaineWebber/UBS August 1997 - August 2002
Skills
Series 7, Investments, Financial Services, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Finance, Financial Risk, FINRA, Investment Advisory, Asset Allocation
Education
Saint Mary's College of California
CUSO Financial Services, LP at UNCLE CREDIT UNION July 2013 - Present
UnionBanc Investment Services November 2012 - June 2013
BancWest Investment Services January 2002 - November 2012
PaineWebber/UBS August 1997 - August 2002
Skills
Series 7, Investments, Financial Services, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Finance, Financial Risk, FINRA, Investment Advisory, Asset Allocation
Education
Saint Mary's College of California
Angelique Alejandre's BancWest Investment Services Experience July 2014 - Present
Job Financial Advisor at Bancwest Investment Services
Industry Financial Services
Experience
Bancwest Investment Services July 2014 - Present
Waddell & Reed Financial Services June 2009 - May 2010
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Fixed Annuities, Portfolio Management, Investment Strategies, Estate Planning, Securities, Asset Management, IRAs, Life Insurance
Education
Fresno City College
Associate of Arts (A.A.), Business Administration and Management, General
Bancwest Investment Services July 2014 - Present
Waddell & Reed Financial Services June 2009 - May 2010
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Fixed Annuities, Portfolio Management, Investment Strategies, Estate Planning, Securities, Asset Management, IRAs, Life Insurance
Education
Fresno City College
Associate of Arts (A.A.), Business Administration and Management, General
Elizabeth Stieneke's BancWest Investment Services Experience March 2012 - Present
Job Officer, Ops Manager lI, BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services March 2012 - Present
TD Ameritrade 2006 - 2012
Skills
Financial Services, Series 7, Series 66, Series 24, Series 4, CRPC, Iowa Life and Health..., Nebraska Life and..., CISP, Series 63, Mutual Funds, Management, Securities, CRPS
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts (BA), Finance and Financial Management Services
BancWest Investment Services March 2012 - Present
TD Ameritrade 2006 - 2012
Skills
Financial Services, Series 7, Series 66, Series 24, Series 4, CRPC, Iowa Life and Health..., Nebraska Life and..., CISP, Series 63, Mutual Funds, Management, Securities, CRPS
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts (BA), Finance and Financial Management Services
David Nelson's BancWest Investment Services Experience November 2014 - April 2015
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
Susan Goodearl's BancWest Investment Services Experience 2011 - Present
Job Business Unit Compliance Officer at Bank of the West
Industry Financial Services
Experience
BancWest Investment Services 2011 - Present
Barclays Wealth September 2008 - February 2011
Barclays Wealth 2008 - February 2011
Lehman Brothers 1999 - 2008
DLJ 1987 - 1994
Education
University of San Francisco 1985 — 1988
Master, Human Resources and Organizational Development
University of Hawaii at Manoa 1968 — 1972
BA, psychology
Kailua High School 1965 — 1968
graduate, college prep
BancWest Investment Services 2011 - Present
Barclays Wealth September 2008 - February 2011
Barclays Wealth 2008 - February 2011
Lehman Brothers 1999 - 2008
DLJ 1987 - 1994
Education
University of San Francisco 1985 — 1988
Master, Human Resources and Organizational Development
University of Hawaii at Manoa 1968 — 1972
BA, psychology
Kailua High School 1965 — 1968
graduate, college prep
Anna Leon's BancWest Investment Services Experience January 2009 - May 2010
Job Sr. Private Client Advisor, VP Bank of the WestBNP Paribas
Industry Banking
Experience
Bank of the West June 2012 - Present
Bank of the West May 2010 - June 2012
BancWest Investment Services January 2009 - May 2010
Skills
Commercial Banking, Wealth Management, Investments, Series 7, Banking, Private Banking, Commercial Lending, Portfolio Management, Mutual Funds, Credit Analysis, Loans, Consumer Lending, Small Business Lending, Lines Of Credit, Credit
Education
UC Berkeley 2012 — 2014
Personal Financial Planning
Risk Management Association 2011 — 2012
Credit College
California State University-Sacramento
Bachelor of Arts (B.A.)
Bank of the West June 2012 - Present
Bank of the West May 2010 - June 2012
BancWest Investment Services January 2009 - May 2010
Skills
Commercial Banking, Wealth Management, Investments, Series 7, Banking, Private Banking, Commercial Lending, Portfolio Management, Mutual Funds, Credit Analysis, Loans, Consumer Lending, Small Business Lending, Lines Of Credit, Credit
Education
UC Berkeley 2012 — 2014
Personal Financial Planning
Risk Management Association 2011 — 2012
Credit College
California State University-Sacramento
Bachelor of Arts (B.A.)
Leah Perri's BancWest Investment Services Experience December 2007 - January 2013
Job Agent at New York Life Insurance Company
Industry Banking
Experience
New York Life Insurance Company June 2013 - Present
BancWest Investment Services December 2007 - January 2013
Solomon Smith Barney April 2002 - May 2003
Skills
Retirement Planning, Wealth Preservation...
Education
San Jose State University 2003 — 2005
Bacehlors Degree, Business Administration and Management, General
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company June 2013 - Present
BancWest Investment Services December 2007 - January 2013
Solomon Smith Barney April 2002 - May 2003
Skills
Retirement Planning, Wealth Preservation...
Education
San Jose State University 2003 — 2005
Bacehlors Degree, Business Administration and Management, General
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
Roberta Frank's BancWest Investment Services Experience 2005 - 2012
Job Receptionist/Administrative Assistant at The Foredeck
Industry Retail
Experience
Catalina Direct from the Foredeck September 2012 - Present
The Foredeck September 2012 - Present
BancWest Investment Services 2005 - 2012
Sierra Group Exhibits September 2003 - August 2005
Skills
Administrative Support, Data Entry, Customer Service..., Billing, Customer Service, Outlook, Fax, Customer Relations, Microsoft Office, Excel, Word, Scheduling, Invoicing, Documentation, Problem Solving, Telephone Skills, Teamwork, Spreadsheets, Call Center, Customer Satisfaction, Accounts Payable, Administration, Time Management, Windows, Inventory Management, Accounts Receivable, Internet Explorer, Event Planning, Scanners, Troubleshooting, Internet Research, Database Management, Receptionist Duties
Education
Sierra College 1998 — 1998
49er Regional Occupational Program 1991 — 1992
Business Careers/Information Processing
Catalina Direct from the Foredeck September 2012 - Present
The Foredeck September 2012 - Present
BancWest Investment Services 2005 - 2012
Sierra Group Exhibits September 2003 - August 2005
Skills
Administrative Support, Data Entry, Customer Service..., Billing, Customer Service, Outlook, Fax, Customer Relations, Microsoft Office, Excel, Word, Scheduling, Invoicing, Documentation, Problem Solving, Telephone Skills, Teamwork, Spreadsheets, Call Center, Customer Satisfaction, Accounts Payable, Administration, Time Management, Windows, Inventory Management, Accounts Receivable, Internet Explorer, Event Planning, Scanners, Troubleshooting, Internet Research, Database Management, Receptionist Duties
Education
Sierra College 1998 — 1998
49er Regional Occupational Program 1991 — 1992
Business Careers/Information Processing
Thomas Hurd's BancWest Investment Services Experience March 2015 - Present
Job Financial Associate
Industry Financial Services
Experience
BancWest Investment Services March 2015 - Present
Thrivent Financial for Lutherans August 2012 - Present
Armstrong Consultants, Inc. January 2009 - August 2012
PetSmart February 1990 - May 2000
Skills
Series 7, Retirement, Forecasting, Retirement Planning, Strategic Planning, Asset Allocation, Customer Service, Strategic Financial..., Series 66
Education
University of Phoenix 2000 — 2002
Ozark Christian College
BancWest Investment Services March 2015 - Present
Thrivent Financial for Lutherans August 2012 - Present
Armstrong Consultants, Inc. January 2009 - August 2012
PetSmart February 1990 - May 2000
Skills
Series 7, Retirement, Forecasting, Retirement Planning, Strategic Planning, Asset Allocation, Customer Service, Strategic Financial..., Series 66
Education
University of Phoenix 2000 — 2002
Ozark Christian College
Valerie Monson's BancWest Investment Services Experience March 2013 - Present
Job Regional Administrative Assistant II at BancWest Investment Services
Industry Banking
Experience
BancWest Investment Services March 2013 - Present
Bank of the West July 2006 - March 2013
The Advocates November 2004 - June 2006
Conlin's Furniture July 2003 - February 2004
Skills
Advanced proofreading,..., Customer Service, Bookkeeping, Records Management, Cost Management, Shipping, receiving and..., Management, Portfolio Management, Relationship Management, Employee Training, Banking, Credit, Finance, Retail Banking, Sales, Financial Analysis
Education
North Dakota State University 1991 — 1998
Bachelor of Science (B.S.), Human Development & Education
Century High School - Bismarck, ND 1988 — 1991
Diploma
BancWest Investment Services March 2013 - Present
Bank of the West July 2006 - March 2013
The Advocates November 2004 - June 2006
Conlin's Furniture July 2003 - February 2004
Skills
Advanced proofreading,..., Customer Service, Bookkeeping, Records Management, Cost Management, Shipping, receiving and..., Management, Portfolio Management, Relationship Management, Employee Training, Banking, Credit, Finance, Retail Banking, Sales, Financial Analysis
Education
North Dakota State University 1991 — 1998
Bachelor of Science (B.S.), Human Development & Education
Century High School - Bismarck, ND 1988 — 1991
Diploma
Maria Mojica's BancWest Investment Services Experience 2005 - 2008
Job Senior Accountant at AdRoll
Industry Accounting
Experience
iLoop Mobile 2008 - 2012
BancWest Investment Services 2005 - 2008
Bank of the West 1996 - 2005
Skills
Financial Reporting, Financial Analysis, Budgets, Due Diligence, General Ledger, Financial Statements, Accounts Payable, Fixed Assets, Journal Entries, Accounting, GAAP, Variance Analysis, US GAAP, Microsoft Excel, Account Reconciliation
Education
California State University-East Bay
Bachelor of Science (BS), Business Administration, Accounting
iLoop Mobile 2008 - 2012
BancWest Investment Services 2005 - 2008
Bank of the West 1996 - 2005
Skills
Financial Reporting, Financial Analysis, Budgets, Due Diligence, General Ledger, Financial Statements, Accounts Payable, Fixed Assets, Journal Entries, Accounting, GAAP, Variance Analysis, US GAAP, Microsoft Excel, Account Reconciliation
Education
California State University-East Bay
Bachelor of Science (BS), Business Administration, Accounting
Dave Kato's BancWest Investment Services Experience 1996 - 2013
Job Sales Consultant at Herzog Meier Volkswagen
Industry Financial Services
Experience
Herzog Meier Volkswagen March 2015 - Present
BancWest Investment Services 1996 - 2013
Skills
Building Relationships..., Integrity + Honesty, Management, Ability to Inspire +..., Team Development, Extensive Sales..., Sales Management, Financial Expertise, Customer Service, Leadership, Problem Solving +..., Negotiation, Team Building, Marketing Strategy, Business Strategy, Innovation + Creativity, Time Management
Education
Oregon State University 1975 — 1980
Bachelor’s Degree, Forest Resources
Herzog Meier Volkswagen March 2015 - Present
BancWest Investment Services 1996 - 2013
Skills
Building Relationships..., Integrity + Honesty, Management, Ability to Inspire +..., Team Development, Extensive Sales..., Sales Management, Financial Expertise, Customer Service, Leadership, Problem Solving +..., Negotiation, Team Building, Marketing Strategy, Business Strategy, Innovation + Creativity, Time Management
Education
Oregon State University 1975 — 1980
Bachelor’s Degree, Forest Resources
Derek Radcliffe's BancWest Investment Services Experience January 1999 - December 2013
Job Operations Associate at Carson Wealth Management Group
Industry Investment Banking
Experience
Carson Wealth Management Group Operations AssociateCarson Wealth Management GroupOperations AssociateCarson Wealth Management GroupAugust 2014 - Present
BancWest Investment Services January 1999 - December 2013
Education
Hastings College
Carson Wealth Management Group Operations AssociateCarson Wealth Management GroupOperations AssociateCarson Wealth Management GroupAugust 2014 - Present
BancWest Investment Services January 1999 - December 2013
Education
Hastings College
John Schaffert's BancWest Investment Services Experience 2006 - 2010
Job Internal Auditor at Pinnacle Bank
Industry Banking
Experience
Pinnacle Bank April 2015 - Present
Pinnacle Bank October 2013 - April 2015
BancWest Investment Services 2006 - 2010
TD Ameritrade 1998 - 2006
Skills
Internal Audit, Banking, Accounting, Risk Management, Financial Services, Team Building, Leadership, Customer Service, Securities, Relationship Management, Process Improvement
Education
University of Nebraska at Kearney 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Human Resources
Nebraska Wesleyan University 1990 — 1994
Business Administration and Management, General
Pinnacle Bank April 2015 - Present
Pinnacle Bank October 2013 - April 2015
BancWest Investment Services 2006 - 2010
TD Ameritrade 1998 - 2006
Skills
Internal Audit, Banking, Accounting, Risk Management, Financial Services, Team Building, Leadership, Customer Service, Securities, Relationship Management, Process Improvement
Education
University of Nebraska at Kearney 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Human Resources
Nebraska Wesleyan University 1990 — 1994
Business Administration and Management, General
David Gibb's BancWest Investment Services Experience August 2005 - September 2014
Job Advisor at ArdentOne Financial
Industry Financial Services
Experience
ArdentOne Financial September 2014 - Present
BancWest Investment Services August 2005 - September 2014
Skills
Retirement Planning, Portfolio Management, Series 7, Wealth Management, Mutual Funds
Education
Chapman University, The George L. Argyros School of Business and Economics
Chapman University
Bachelor of Arts (BA), Cinematography and Film/Video Production
ArdentOne Financial September 2014 - Present
BancWest Investment Services August 2005 - September 2014
Skills
Retirement Planning, Portfolio Management, Series 7, Wealth Management, Mutual Funds
Education
Chapman University, The George L. Argyros School of Business and Economics
Chapman University
Bachelor of Arts (BA), Cinematography and Film/Video Production
Douglas Bruggeman's BancWest Investment Services Experience April 2007 - Present
Job Compliance Officer BL III, AVP at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services April 2007 - Present
TD Ameritrade June 1998 - April 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Legal Compliance, CAMS, Anti Money Laundering
Education
University of Nebraska at Omaha 1984 — 1988
Drafting and Design Technology/Technician, General
BancWest Investment Services April 2007 - Present
TD Ameritrade June 1998 - April 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Legal Compliance, CAMS, Anti Money Laundering
Education
University of Nebraska at Omaha 1984 — 1988
Drafting and Design Technology/Technician, General
Jeremiah Matthews's BancWest Investment Services Experience May 2013 - September 2014
Job Sr. Private Client Advisor at Bank of the West
Industry Banking
Experience
Bank of the West October 2014 - Present
Bancwest Investment Services May 2013 - September 2014
Bancwest Investment Services September 2011 - May 2013
Bancwest Investment Services November 2009 - March 2011
Bancwest Investment Services October 2008 - November 2009
First Hawaiian Bank October 2006 - October 2008
Education
Florida State University - College of Business 2000 — 2004
Bachelor's degree, Finance, General
Bank of the West October 2014 - Present
Bancwest Investment Services May 2013 - September 2014
Bancwest Investment Services September 2011 - May 2013
Bancwest Investment Services November 2009 - March 2011
Bancwest Investment Services October 2008 - November 2009
First Hawaiian Bank October 2006 - October 2008
Education
Florida State University - College of Business 2000 — 2004
Bachelor's degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY