Bellatore Company
Industry: Company
DescriptionBellator MMA is an American mixed martial arts promoter based in Santa Monica, California that is owned and operated as a subsidiary of Viacom. It is one of the largest MMA promoters in the world and features many of the upper echelon athletes in combat sports. CEO: Scott Coker (Jun 18, 2014–) Founder: Bjorn Rebney Founded: 2008 Headquarters: Santa Monica, CA Parent organization: Viacom
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Bellatore Employees
Employee
Years
Job
Industry
Curtis Reed, CFP® Curtis Reed, CFP®'s Bellatore Experience June 2008 - March 2009
Job Focused on Helping Investment Advisors Transition to the Independent RIA Model
Industry Financial Services
Experience
Arbor Point Advisors November 2012 - March 2015
Charles Schwab November 2011 - November 2012
Windy City Wealth Management May 2008 - December 2011
Bellatore June 2008 - March 2009
Schwab Institutional January 1999 - April 2008
Education
Missouri State University 1993 — 1997
Bachelor of Science (BS), Finance, General
Arbor Point Advisors November 2012 - March 2015
Charles Schwab November 2011 - November 2012
Windy City Wealth Management May 2008 - December 2011
Bellatore June 2008 - March 2009
Schwab Institutional January 1999 - April 2008
Education
Missouri State University 1993 — 1997
Bachelor of Science (BS), Finance, General
Steven Jesenko ChFC®, CMFC® Steven Jesenko ChFC®, CMFC®'s Bellatore Experience September 2008 - March 2009
Job Consultant, Corporate Compliance at Nationwide Financial
Industry Financial Services
Experience
Nationwide Insurance November 2012 - Present
Nationwide Financial February 2010 - November 2012
Bellatore September 2008 - March 2009
Nationwide Financial November 2006 - September 2008
Nationwide Financial March 1999 - October 2005
Nationwide Financial 2003 - 2005
Nationwide Financial 1998 - 2001
The Ohio State University 1992 - 1998
Western Reserve Cycle Sport and CycleTech 1990 - 1998
Skills
Fixed Annuities, Mutual Funds, Retirement, Financial Services, Insurance, Investments, Series 6, ChFC, Annuity Sales, 401k, Life Insurance, Retirement Planning, Alternative Investments, Hedge Funds, Asset Allocation, Series 65, Series 7, Series 24, CMFC, Financial Advisory, Investment Advisory
Education
The College for Financial Planning 2012 — 2013
CMFC - Desigantion (Chartered Mutual Fund Councelor)
The American College 2000 — 2003
ChFC Designation - Chartered Financial Consultant, Financial Planning
The Ohio State University 1992 — 1998
BS, Education and Training, Marketing
Chardon High School
Nationwide Insurance November 2012 - Present
Nationwide Financial February 2010 - November 2012
Bellatore September 2008 - March 2009
Nationwide Financial November 2006 - September 2008
Nationwide Financial March 1999 - October 2005
Nationwide Financial 2003 - 2005
Nationwide Financial 1998 - 2001
The Ohio State University 1992 - 1998
Western Reserve Cycle Sport and CycleTech 1990 - 1998
Skills
Fixed Annuities, Mutual Funds, Retirement, Financial Services, Insurance, Investments, Series 6, ChFC, Annuity Sales, 401k, Life Insurance, Retirement Planning, Alternative Investments, Hedge Funds, Asset Allocation, Series 65, Series 7, Series 24, CMFC, Financial Advisory, Investment Advisory
Education
The College for Financial Planning 2012 — 2013
CMFC - Desigantion (Chartered Mutual Fund Councelor)
The American College 2000 — 2003
ChFC Designation - Chartered Financial Consultant, Financial Planning
The Ohio State University 1992 — 1998
BS, Education and Training, Marketing
Chardon High School
Tricia Doerksen Tricia Doerksen's Bellatore Experience June 2007 - August 2009
Job
Industry Financial Services
Experience
Manulife December 2014 - Present
Bellatore June 2007 - August 2009
Bellatore Financial, Inc. June 2006 - June 2007
Dundee Wealth Management January 2005 - May 2006
AIC Limited January 2004 - December 2005
Assante Wealth Management January 2002 - December 2004
Assante Capital Management January 1997 - December 2001
Education
York University 2002 — 2002
Project Management
ONTARIO SECURITIES COMMISSION 1998 — 1998
Licensed Securities Representative
Carleton University 1991 — 1994
Bachelor of Arts (BA), Psychology
Manulife December 2014 - Present
Bellatore June 2007 - August 2009
Bellatore Financial, Inc. June 2006 - June 2007
Dundee Wealth Management January 2005 - May 2006
AIC Limited January 2004 - December 2005
Assante Wealth Management January 2002 - December 2004
Assante Capital Management January 1997 - December 2001
Education
York University 2002 — 2002
Project Management
ONTARIO SECURITIES COMMISSION 1998 — 1998
Licensed Securities Representative
Carleton University 1991 — 1994
Bachelor of Arts (BA), Psychology
Isaac La Buguen Isaac La Buguen's Bellatore Experience July 2009 - January 2011
Job Founder, The Aspire Company
Industry Marketing and Advertising
Experience
The Aspire Company August 2009 - Present
Bellatore July 2009 - January 2011
Bellatore February 2008 - July 2009
Loring Ward February 2002 - January 2008
Creative Artist Network July 2001 - December 2004
Wild 107.7 1992 - 1994
Skills
Wealth Management, Investments, Asset Managment, Strategic Financial..., Strategic Planning, Marketing Strategy, Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, Mergers, Mutual Funds, Due Diligence, Partnership Marketing, ROMI, Business Development, Eloqua, Direct Mail Campaigns, Marketing Automation, MailChimp, Event Management, Inbound Marketing, Lead Generation, Financial Advisory, Small Business, Asset Management, Mergers & Acquisitions, Marketing, Financial Planning
Education
De Anza College 1994 — 1997
AA
Gunderson 1989 — 1993
Diploma
The Aspire Company August 2009 - Present
Bellatore July 2009 - January 2011
Bellatore February 2008 - July 2009
Loring Ward February 2002 - January 2008
Creative Artist Network July 2001 - December 2004
Wild 107.7 1992 - 1994
Skills
Wealth Management, Investments, Asset Managment, Strategic Financial..., Strategic Planning, Marketing Strategy, Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, Mergers, Mutual Funds, Due Diligence, Partnership Marketing, ROMI, Business Development, Eloqua, Direct Mail Campaigns, Marketing Automation, MailChimp, Event Management, Inbound Marketing, Lead Generation, Financial Advisory, Small Business, Asset Management, Mergers & Acquisitions, Marketing, Financial Planning
Education
De Anza College 1994 — 1997
AA
Gunderson 1989 — 1993
Diploma
Eric Golberg, CFP® Eric Golberg, CFP®'s Bellatore Experience August 2008 - May 2010
Job Business Manager
Industry Financial Services
Experience
Boulevard Management November 2012 - Present
Loring Ward June 2010 - November 2012
Bellatore August 2008 - May 2010
Nigro Karlin Segal & Feldstein LLP April 1997 - June 2007
Skills
Retail Banking, Loans, Mortgage Lending, Equity Research, Estate Planning, Life Insurance, Property & Casualty..., Accounting, Tax Advisory, Real Estate Transactions, Retirement Plan..., Investment Advisory
Education
Southern Utah University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
El Camino Real HS
Boulevard Management November 2012 - Present
Loring Ward June 2010 - November 2012
Bellatore August 2008 - May 2010
Nigro Karlin Segal & Feldstein LLP April 1997 - June 2007
Skills
Retail Banking, Loans, Mortgage Lending, Equity Research, Estate Planning, Life Insurance, Property & Casualty..., Accounting, Tax Advisory, Real Estate Transactions, Retirement Plan..., Investment Advisory
Education
Southern Utah University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
El Camino Real HS
John Gabriel, MBA, CFP®'s Bellatore Experience April 2008 - October 2010
Job Regional Director at Weitz Investment Management
Industry Financial Services
Experience
Weitz Investment Management May 2011 - Present
Bellatore April 2008 - October 2010
Bellatore, LLC April 2008 - November 2009
Alliance Capital Management December 2006 - January 2008
Rydex Investments March 2000 - November 2006
Rydex 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, ETFs, Investment Management, Separately Managed..., Financial Services, Trading, Financial Advisory, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Investment Strategies, Series 65
Education
University of Colorado Denver 2002 — 2005
MBA, Finance, Entrepreneurship
University of Denver 1989 — 1993
BA, Environmental Science & Education
Weitz Investment Management May 2011 - Present
Bellatore April 2008 - October 2010
Bellatore, LLC April 2008 - November 2009
Alliance Capital Management December 2006 - January 2008
Rydex Investments March 2000 - November 2006
Rydex 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, ETFs, Investment Management, Separately Managed..., Financial Services, Trading, Financial Advisory, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Investment Strategies, Series 65
Education
University of Colorado Denver 2002 — 2005
MBA, Finance, Entrepreneurship
University of Denver 1989 — 1993
BA, Environmental Science & Education
Donna Walton's Bellatore Experience 2008 - 2009
Job Will and Estate Specialist at TD Bank
Industry Financial Services
Experience
TD Bank 2010 - Present
Bellatore 2008 - 2009
Citi 2006 - 2008
Merrill Lynch Trust Company 2003 - 2006
The Ayco Company 1998 - 2003
Skills
Wealth Management, Insurance, Financial Planning, Estate Planning, High Net Worth..., Financial Services, Investments, Asset Management, Portfolio Management, Securities, Mutual Funds, Banking, Investment Advisory, Wealth Management..., Asset Allocation, Estate Law, Trust Services, Strategic Financial..., Charities
Education
Quinnipiac University School of Law 1993 — 1996
JD, Law
University of Connecticut 1984 — 1988
BA, Political Science
TD Bank 2010 - Present
Bellatore 2008 - 2009
Citi 2006 - 2008
Merrill Lynch Trust Company 2003 - 2006
The Ayco Company 1998 - 2003
Skills
Wealth Management, Insurance, Financial Planning, Estate Planning, High Net Worth..., Financial Services, Investments, Asset Management, Portfolio Management, Securities, Mutual Funds, Banking, Investment Advisory, Wealth Management..., Asset Allocation, Estate Law, Trust Services, Strategic Financial..., Charities
Education
Quinnipiac University School of Law 1993 — 1996
JD, Law
University of Connecticut 1984 — 1988
BA, Political Science
Beth Brigadier's Bellatore Experience September 2007 - October 2009
Job at Loring Ward
Industry Financial Services
Experience
Loring Ward November 2009 - Present
Bellatore September 2007 - October 2009
Pacific Advisors September 2005 - September 2007
Frontier Infiniti August 2003 - September 2005
Skills
Wealth Management, Asset Allocation, Finance, Portfolio Management, Mutual Funds, Series 7, Investments, Strategic Financial..., Asset Management, Investment Advisory, Securities, Retirement Planning, Investment Management, Series 63
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business Administration
Loring Ward November 2009 - Present
Bellatore September 2007 - October 2009
Pacific Advisors September 2005 - September 2007
Frontier Infiniti August 2003 - September 2005
Skills
Wealth Management, Asset Allocation, Finance, Portfolio Management, Mutual Funds, Series 7, Investments, Strategic Financial..., Asset Management, Investment Advisory, Securities, Retirement Planning, Investment Management, Series 63
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business Administration
Denis Houser's Bellatore Experience March 2007 - January 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Financial Services January 2009 - Present
Bellatore March 2007 - January 2009
Nationwide Financial October 2002 - March 2007
ADVISORport October 2001 - October 2002
RTE Asset Management September 1988 - May 2001
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE
Financial Services January 2009 - Present
Bellatore March 2007 - January 2009
Nationwide Financial October 2002 - March 2007
ADVISORport October 2001 - October 2002
RTE Asset Management September 1988 - May 2001
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE
Danielle Bolster's Bellatore Experience March 2010 - October 2011
Job BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
Somera Capital Management October 2011 - October 2012
Bellatore March 2010 - October 2011
Skills
Investments, Microsoft Office, Asset Management, Outlook, Social Media, Salesforce, Marketing Event Planning, Project Management, Social Media Marketing, Marketing Communications, Online Travel, New Business Development, Sales Presentations
Education
Sonoma State University 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Operations
Sonoma State University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
BNY Mellon February 2014 - Present
Somera Capital Management October 2011 - October 2012
Bellatore March 2010 - October 2011
Skills
Investments, Microsoft Office, Asset Management, Outlook, Social Media, Salesforce, Marketing Event Planning, Project Management, Social Media Marketing, Marketing Communications, Online Travel, New Business Development, Sales Presentations
Education
Sonoma State University 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Operations
Sonoma State University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY