Brecek & Young
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Brecek & Young Employees
Employee
Years
Job
Industry
Tammi H'n Simpson Tammi H'n Simpson's Brecek & Young Experience May 2004 - December 2007
Job Administrative Assistant at Health Net
Industry Insurance
Experience
Health Net December 2008 - Present
Kelly Services May 2008 - November 2008
Brecek & Young May 2004 - December 2007
Reserve America August 2004 - June 2005
Sierra Vista Hospital March 2003 - April 2003
Tehama County Department of Education August 1997 - August 2001
Skills
Microsoft Office, Microsoft Excel, Social Media, Internal Controls, Desktop Publishing, Time Management, Team Building, Team Workshops, Public Speaking, Organization Skills, Conflict Resolution, Preventive Maintenance, High Pressure Situations, Sensitive Information, Privacy Protection, Leadership, Event Planning, Risk Assessment, Troubleshooting, Program Development, Creative Concept Design, WebEx, Lotus Notes, Mac, Visio, Health Insurance, Research, Data Entry, Management, Microsoft Word, Access, Administrative..., Spreadsheets, Insurance, Outlook, Employee Benefits, Project Management, Customer Service, PowerPoint
Education
Folsom Lake College 2005 — 2007
Associate’s Degree, AA to Transfer, 3.8
Health Net December 2008 - Present
Kelly Services May 2008 - November 2008
Brecek & Young May 2004 - December 2007
Reserve America August 2004 - June 2005
Sierra Vista Hospital March 2003 - April 2003
Tehama County Department of Education August 1997 - August 2001
Skills
Microsoft Office, Microsoft Excel, Social Media, Internal Controls, Desktop Publishing, Time Management, Team Building, Team Workshops, Public Speaking, Organization Skills, Conflict Resolution, Preventive Maintenance, High Pressure Situations, Sensitive Information, Privacy Protection, Leadership, Event Planning, Risk Assessment, Troubleshooting, Program Development, Creative Concept Design, WebEx, Lotus Notes, Mac, Visio, Health Insurance, Research, Data Entry, Management, Microsoft Word, Access, Administrative..., Spreadsheets, Insurance, Outlook, Employee Benefits, Project Management, Customer Service, PowerPoint
Education
Folsom Lake College 2005 — 2007
Associate’s Degree, AA to Transfer, 3.8
Alan Jenkins's Brecek & Young Experience December 2008 - 2009
Job Financial Consultant, Calton & Associates, Inc
Industry Financial Services
Experience
Calton & Associates, Inc. December 2010 - Present
Happy Hour Network May 1993 - Present
Summit Brokerage Services, Inc. May 2008 - December 2010
Brecek & Young December 2008 - 2009
Brookstreet Securities July 2006 - December 2008
Skills
Securities, Investments, IRAs, 401k, Mutual Funds, Life Insurance, Strategic Financial..., Retirement, Alternative Investments, Retirement Planning, Insurance, Series 7, Series 63, Variable Annuities, Fixed Annuities, Standards Compliance, Due Diligence, Risk Management, Long Term Care Insurance, Disability Insurance, Health Insurance, Long-term Care, Estate Planning, Equipment Leasing, REIT, Private Placements, Business Development..., Oil & Gas Companies, 1031 Exchanges, Unit Investment Trusts, Property & Casualty..., Financial Analysis, Small Business, Business Networking, Event Planning, Event Producing, Social Networking, Medicare Supplements, Medicare Advantage, Solar Power
Education
Florida State University - College of Business 1980 — 1981
Business, Risk Management/Insurance, Business Law
St. Petersburg College
Associate in Arts, Business Administration and Management, General
St Petersburg High School
Diploma, Business
Calton & Associates, Inc. December 2010 - Present
Happy Hour Network May 1993 - Present
Summit Brokerage Services, Inc. May 2008 - December 2010
Brecek & Young December 2008 - 2009
Brookstreet Securities July 2006 - December 2008
Skills
Securities, Investments, IRAs, 401k, Mutual Funds, Life Insurance, Strategic Financial..., Retirement, Alternative Investments, Retirement Planning, Insurance, Series 7, Series 63, Variable Annuities, Fixed Annuities, Standards Compliance, Due Diligence, Risk Management, Long Term Care Insurance, Disability Insurance, Health Insurance, Long-term Care, Estate Planning, Equipment Leasing, REIT, Private Placements, Business Development..., Oil & Gas Companies, 1031 Exchanges, Unit Investment Trusts, Property & Casualty..., Financial Analysis, Small Business, Business Networking, Event Planning, Event Producing, Social Networking, Medicare Supplements, Medicare Advantage, Solar Power
Education
Florida State University - College of Business 1980 — 1981
Business, Risk Management/Insurance, Business Law
St. Petersburg College
Associate in Arts, Business Administration and Management, General
St Petersburg High School
Diploma, Business
Jill (Sivley) Henson, CFP® Jill (Sivley) Henson, CFP®'s Brecek & Young Experience December 2002 - November 2008
Job Investment Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank September 2013 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC July 2012 - August 2013
Queen City Financial Advisors May 2009 - June 2012
Securities America, Inc. Member FINRA/SIPC November 2008 - May 2009
Brecek & Young December 2002 - November 2008
Skills
Securities, Wealth Management, Financial Advisory, Finance, Series 7, Retirement Planning, Investments, Mutual Funds, Series 63, Portfolio Management, Strategic Financial..., Series 65, Estate Planning, Asset Allocation, Financial Planning, Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Science (BS), Marketing
Jackson State University 1996 — 1999
Marketing
Tremper High School 1993 — 1996
U.S. Bank September 2013 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC July 2012 - August 2013
Queen City Financial Advisors May 2009 - June 2012
Securities America, Inc. Member FINRA/SIPC November 2008 - May 2009
Brecek & Young December 2002 - November 2008
Skills
Securities, Wealth Management, Financial Advisory, Finance, Series 7, Retirement Planning, Investments, Mutual Funds, Series 63, Portfolio Management, Strategic Financial..., Series 65, Estate Planning, Asset Allocation, Financial Planning, Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Science (BS), Marketing
Jackson State University 1996 — 1999
Marketing
Tremper High School 1993 — 1996
Christy Aleckson, MBA Christy Aleckson, MBA's Brecek & Young Experience 1998 - 2009
Job Financial Advisor with a Holistic Approach. Speaker & Educator
Industry Financial Services
Experience
Single Point Financial Advisors October 1998 - Present
Women Insurance and Financial Services, Portland Metro August 2008 - Present
Portland Community College September 2011 - Present
Pacific University Boxer Club February 2011 - Present
Women in Insurance and Financial Services - National October 2012 - November 2014
PartyLite December 2004 - December 2012
Brecek & Young 1998 - 2009
Investra, Inc. July 1996 - September 2007
Meier & Frank 1996 - 2002
Skills
Financial Planning, Retirement Planning, Investments, Insurance, Small Business, Business Planning, Public Speaking, Strategic Financial..., Strategic Planning, Customer Service, Entrepreneurship, Customer Relations, Team Building, Problem Solving, Writing, Sales Management, Event Planning, Marketing Strategy, Social Media, Event Management, Budgeting, New Business Development, Word, Microsoft Office, Awesomeness, Teaching, Fundraising, Marketing Communications, Public Relations, Advertising, Negotiation, Leadership Development, PowerPoint, Social Media Marketing, Risk Management, Administration, Microsoft Excel, Marketing, Retail, Sales, Budgets, Excel, Team Leadership, Microsoft Word, Strategic Partnerships, Time Management
Education
George Fox University 2004 — 2006
Masters, Business Administration
Pacific University 1991 — 1995
BA, Business Administration and Politicial Science
Soldotna High School
Single Point Financial Advisors October 1998 - Present
Women Insurance and Financial Services, Portland Metro August 2008 - Present
Portland Community College September 2011 - Present
Pacific University Boxer Club February 2011 - Present
Women in Insurance and Financial Services - National October 2012 - November 2014
PartyLite December 2004 - December 2012
Brecek & Young 1998 - 2009
Investra, Inc. July 1996 - September 2007
Meier & Frank 1996 - 2002
Skills
Financial Planning, Retirement Planning, Investments, Insurance, Small Business, Business Planning, Public Speaking, Strategic Financial..., Strategic Planning, Customer Service, Entrepreneurship, Customer Relations, Team Building, Problem Solving, Writing, Sales Management, Event Planning, Marketing Strategy, Social Media, Event Management, Budgeting, New Business Development, Word, Microsoft Office, Awesomeness, Teaching, Fundraising, Marketing Communications, Public Relations, Advertising, Negotiation, Leadership Development, PowerPoint, Social Media Marketing, Risk Management, Administration, Microsoft Excel, Marketing, Retail, Sales, Budgets, Excel, Team Leadership, Microsoft Word, Strategic Partnerships, Time Management
Education
George Fox University 2004 — 2006
Masters, Business Administration
Pacific University 1991 — 1995
BA, Business Administration and Politicial Science
Soldotna High School
Brandi Carey Brandi Carey's Brecek & Young Experience January 2008 - March 2009
Job Marriage Family Therapist
Industry Individual & Family Services
Experience
Kristen Ewers Family Counseling Center December 2013 - Present
White House Counseling Center November 2012 - November 2014
Life Practice Counseling Group August 2011 - November 2013
Brecek & Young January 2008 - March 2009
E*TRADE Securities, Inc. November 1996 - October 2002
Skills
Retirement, Nonprofits, Public Speaking, Team Leadership, Back Office, Investment Advisory, Psychotherapy, Estate Planning, Mutual Funds, Coaching, Equities, Series 65, Adolescents, CBT, Retirement Planning, Insurance, Career Counseling, Curriculum Development, Resume Writing, Microsoft Excel, Leadership Development, FINRA, Account Reconciliation, IRAs, Wealth Management, Non-profits, Mental Health, Family Therapy, Play Therapy, DBT, Individual Counselling, Life Transitions, Anger Management, Self-esteem
Education
Chapman University 2010 — 2012
MA, Psychology - Marriage Family Therapy
Chapman University 2009 — 2011
BA, Liberal Studies - Elementary Education
American River College 1990 — 1994
AA, Music
Kristen Ewers Family Counseling Center December 2013 - Present
White House Counseling Center November 2012 - November 2014
Life Practice Counseling Group August 2011 - November 2013
Brecek & Young January 2008 - March 2009
E*TRADE Securities, Inc. November 1996 - October 2002
Skills
Retirement, Nonprofits, Public Speaking, Team Leadership, Back Office, Investment Advisory, Psychotherapy, Estate Planning, Mutual Funds, Coaching, Equities, Series 65, Adolescents, CBT, Retirement Planning, Insurance, Career Counseling, Curriculum Development, Resume Writing, Microsoft Excel, Leadership Development, FINRA, Account Reconciliation, IRAs, Wealth Management, Non-profits, Mental Health, Family Therapy, Play Therapy, DBT, Individual Counselling, Life Transitions, Anger Management, Self-esteem
Education
Chapman University 2010 — 2012
MA, Psychology - Marriage Family Therapy
Chapman University 2009 — 2011
BA, Liberal Studies - Elementary Education
American River College 1990 — 1994
AA, Music
Brian Rambo, CFP® Brian Rambo, CFP®'s Brecek & Young Experience March 2008 - January 2009
Job Financial Planner at Securities America, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC February 2009 - Present
Securities America Advisors, Inc. February 2009 - Present
Brecek & Young March 2008 - January 2009
Edward Jones January 2006 - March 2008
Morgan Stanley July 2004 - November 2005
Education
Sonoma State University 2002 — 2004
BS, Business
Securities America, Inc. Member FINRA/SIPC February 2009 - Present
Securities America Advisors, Inc. February 2009 - Present
Brecek & Young March 2008 - January 2009
Edward Jones January 2006 - March 2008
Morgan Stanley July 2004 - November 2005
Education
Sonoma State University 2002 — 2004
BS, Business
Karen Madigan Karen Madigan's Brecek & Young Experience June 2001 - August 2005
Job Salesforce Administrator at Graybill Consultants
Industry Retail
Experience
Graybill Consultants February 2015 - Present
KarenJoy Enterprises, Inc. August 2007 - Present
Graybill Consultants August 2013 - February 2015
Graybill Insurance Agency, Inc. September 2006 - August 2013
Brecek & Young June 2001 - August 2005
Skills
Process Improvement, Salesforce Administrator, Microsoft Excel, Operations Management, Insurance, Employee Benefits, Healthcare, Coaching, Excel, Process Development, Health, Excel VBA Programming
Education
Palmer College of Chiropractic San Jose, Calif. 1990 — 1993
D.C., Chiropractic
Oregon State University 1982 — 1985
B.S., Computer Science
Graybill Consultants February 2015 - Present
KarenJoy Enterprises, Inc. August 2007 - Present
Graybill Consultants August 2013 - February 2015
Graybill Insurance Agency, Inc. September 2006 - August 2013
Brecek & Young June 2001 - August 2005
Skills
Process Improvement, Salesforce Administrator, Microsoft Excel, Operations Management, Insurance, Employee Benefits, Healthcare, Coaching, Excel, Process Development, Health, Excel VBA Programming
Education
Palmer College of Chiropractic San Jose, Calif. 1990 — 1993
D.C., Chiropractic
Oregon State University 1982 — 1985
B.S., Computer Science
Pamela Echegaray Pamela Echegaray's Brecek & Young Experience December 2007 - January 2009
Job National Marketing Director at The Annuity Store (TAS)
Industry Financial Services
Experience
The Annuity Store (TAS) May 2009 - Present
CFC Capital Partners January 2012 - August 2013
Securities America, Inc. Member FINRA/SIPC January 2009 - March 2009
Brecek & Young December 2007 - January 2009
Legacy Financial Services, Inc. August 2004 - December 2007
Legacy Marketing Group March 2001 - August 2004
Legacy Marketing Group August 1999 - March 2001
Skills
Life Insurance, Series 7, Fixed Annuities, Financial Services, Retirement, Series 6, Investment Advisory
Education
Saint Mary's College of California 1988 — 1991
B.S. Degree, Business Administration & Economics
The Annuity Store (TAS) May 2009 - Present
CFC Capital Partners January 2012 - August 2013
Securities America, Inc. Member FINRA/SIPC January 2009 - March 2009
Brecek & Young December 2007 - January 2009
Legacy Financial Services, Inc. August 2004 - December 2007
Legacy Marketing Group March 2001 - August 2004
Legacy Marketing Group August 1999 - March 2001
Skills
Life Insurance, Series 7, Fixed Annuities, Financial Services, Retirement, Series 6, Investment Advisory
Education
Saint Mary's College of California 1988 — 1991
B.S. Degree, Business Administration & Economics
Robert Santoriello Robert Santoriello's Brecek & Young Experience 2006 - 2008
Job President & CEO of Rios & Associates, Inc.
Industry Financial Services
Experience
Rios & Associates, Inc. June 2014 - Present
Rios & Associates August 2008 - Present
Brecek & Young 2006 - 2008
Charles Schwab 1989 - 2005
Skills
Series 7, Series 63, FINRA, Series 24, Mutual Funds, Asset Allocation, Retirement Income..., Wealth Management, Wealth Preservation..., Succession Planning, Practice Management, Buy-sell Agreements
Education
Santa Clara University 1982 — 1991
BA, Economics
Monta Vista High School
Rios & Associates, Inc. June 2014 - Present
Rios & Associates August 2008 - Present
Brecek & Young 2006 - 2008
Charles Schwab 1989 - 2005
Skills
Series 7, Series 63, FINRA, Series 24, Mutual Funds, Asset Allocation, Retirement Income..., Wealth Management, Wealth Preservation..., Succession Planning, Practice Management, Buy-sell Agreements
Education
Santa Clara University 1982 — 1991
BA, Economics
Monta Vista High School
Reid Allen, CFP® Reid Allen, CFP®'s Brecek & Young Experience May 1995 - August 2007
Job Financial Advisor / Investment Advisory Representative at Questar Cap
Industry Financial Services
Experience
Next Level Advisors, Inc March 2011 - Present
Questar Capital October 2012 - Present
Woodbury Financial Services 2007 - October 2012
Income Architects 2004 - March 2011
Brecek & Young May 1995 - August 2007
Education
San Diego State University-California State University 1986 — 1989
BA, Rec Admin
Next Level Advisors, Inc March 2011 - Present
Questar Capital October 2012 - Present
Woodbury Financial Services 2007 - October 2012
Income Architects 2004 - March 2011
Brecek & Young May 1995 - August 2007
Education
San Diego State University-California State University 1986 — 1989
BA, Rec Admin
John K. Faust, MBA John K. Faust, MBA's Brecek & Young Experience April 2000 - October 2004
Job Financial Advisor and Registered Principal of SII at Integrated Investment Solutions
Industry Financial Services
Experience
Integrated Investment Solutions May 2010 - Present
Pacific West Financial Group October 2004 - May 2010
Brecek & Young April 2000 - October 2004
Skills
Tax, Finance, Securities, Financial Services, FINRA, Retirement Planning
Education
The University of Montana - School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
The University of Montana 1976 — 1981
Bachelor of Arts (B.A.), Economics
Integrated Investment Solutions May 2010 - Present
Pacific West Financial Group October 2004 - May 2010
Brecek & Young April 2000 - October 2004
Skills
Tax, Finance, Securities, Financial Services, FINRA, Retirement Planning
Education
The University of Montana - School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
The University of Montana 1976 — 1981
Bachelor of Arts (B.A.), Economics
Chad Suntay's Brecek & Young Experience August 2006 - December 2008
Job Financial Planner at Securities America, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Securities America, Inc. Member FINRA/SIPC January 2009 - Present
Brecek & Young August 2006 - December 2008
Bishop Lending Corporation 2005 - 2007
AIG Advisor Group August 2001 - July 2006
MedImmune Vaccines July 2002 - June 2006
Skills
Investments, Strategic Financial..., Small Business, Equities, Financial Analysis, Accounting, Mortgage Lending, Portfolio Management, Customer Service, Management, Team Building, Insurance, Finance, Microsoft Excel, Entrepreneurship, Leadership, Business Development, Risk Management, Banking, Analysis, Corporate Finance, Loans
Education
San Francisco State University 1997 — 2002
Cell and Molecular Biology
Securities America, Inc. Member FINRA/SIPC January 2009 - Present
Brecek & Young August 2006 - December 2008
Bishop Lending Corporation 2005 - 2007
AIG Advisor Group August 2001 - July 2006
MedImmune Vaccines July 2002 - June 2006
Skills
Investments, Strategic Financial..., Small Business, Equities, Financial Analysis, Accounting, Mortgage Lending, Portfolio Management, Customer Service, Management, Team Building, Insurance, Finance, Microsoft Excel, Entrepreneurship, Leadership, Business Development, Risk Management, Banking, Analysis, Corporate Finance, Loans
Education
San Francisco State University 1997 — 2002
Cell and Molecular Biology
Ryan Yagelski's Brecek & Young Experience March 2001 - September 2005
Job Commercial Card Solutions Manager
Industry Banking
Experience
J.P. Morgan June 2014 - Present
JPMorgan Chase August 2011 - Present
JPMorgan Chase January 2009 - June 2012
JPMorgan Chase December 2005 - January 2009
Brecek & Young March 2001 - September 2005
Pfizer 2000 - 2002
Hershey 1998 - 2000
Education
Ball State University - College of Business 1994 — 1999
Bachelor of Science (BS), Marketing
J.P. Morgan June 2014 - Present
JPMorgan Chase August 2011 - Present
JPMorgan Chase January 2009 - June 2012
JPMorgan Chase December 2005 - January 2009
Brecek & Young March 2001 - September 2005
Pfizer 2000 - 2002
Hershey 1998 - 2000
Education
Ball State University - College of Business 1994 — 1999
Bachelor of Science (BS), Marketing
Cathy Doerger's Brecek & Young Experience Administrative AssistantBrecek & Young Advisors, Inc.2001 - Present
Job Admin. Asst. at Brecek & Young
Industry Financial Services
Experience
Brecek & Young Administrative AssistantBrecek & Young Advisors, Inc.2001 - Present
Brecek & Young Advisors, Inc. 2001 - Present
Education
University of Cincinnati 1964 — 1966
Brecek & Young Administrative AssistantBrecek & Young Advisors, Inc.2001 - Present
Brecek & Young Advisors, Inc. 2001 - Present
Education
University of Cincinnati 1964 — 1966
Ann Marie Foley's Brecek & Young Experience July 2007 - June 2009
Job Managing Director & Chief Compliance Officer
Industry Financial Services
Experience
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
Rich Heuberger's Brecek & Young Experience 2000 - 2001
Job registered rep at Sigma Financial Corp.
Industry Financial Services
Experience
Sigma Financial Corp. 2001 - Present
Brecek & Young 2000 - 2001
AXA Advisors 1998 - 2000
Skills
Annuities, Retirement Planning, Series 7, Series 66, 401k, Money Management, Insurance, Long Term Care
Education
University of Miami 1968 — 1969
Bachelor's degree, Finance, General
University of Miami
Sigma Financial Corp. 2001 - Present
Brecek & Young 2000 - 2001
AXA Advisors 1998 - 2000
Skills
Annuities, Retirement Planning, Series 7, Series 66, 401k, Money Management, Insurance, Long Term Care
Education
University of Miami 1968 — 1969
Bachelor's degree, Finance, General
University of Miami
Maureen Augustus's Brecek & Young Experience May 1996 - April 1997
Job Investment Officer at CalPERS
Industry Information Technology and Services
Experience
CalPERS February 2011 - Present
CalPERS August 2006 - February 2011
Pension Specialists, Inc May 2005 - August 2006
Pension Specialists, Inc April 1997 - August 2006
Brecek & Young May 1996 - April 1997
Skills
Finance, Risk Management, Valuation, Financial Modeling, Investments, Equities, Microsoft Office, Asset Management, Portfolio Management, Microsoft Excel
Education
California State University-Sacramento 2008 — 2010
MBA, Finance
Sacramento City College 2000 — 2004
MBA, Computer Information Science - Programming
University of California, Davis 1990 — 1994
B.A., Economics
CalPERS February 2011 - Present
CalPERS August 2006 - February 2011
Pension Specialists, Inc May 2005 - August 2006
Pension Specialists, Inc April 1997 - August 2006
Brecek & Young May 1996 - April 1997
Skills
Finance, Risk Management, Valuation, Financial Modeling, Investments, Equities, Microsoft Office, Asset Management, Portfolio Management, Microsoft Excel
Education
California State University-Sacramento 2008 — 2010
MBA, Finance
Sacramento City College 2000 — 2004
MBA, Computer Information Science - Programming
University of California, Davis 1990 — 1994
B.A., Economics
Jamie Cardwell's Brecek & Young Experience 2007 - 2009
Job Financial Advisor Assistant
Industry Financial Services
Experience
WealthGuard Advisors December 2009 - Present
Securities America, Inc. Member FINRA/SIPC July 2007 - December 2009
Brecek & Young 2007 - 2009
Bank of America March 2004 - March 2007
Skills
Mutual Funds
Education
California State University-Sacramento 2003 — 2007
Child Development
WealthGuard Advisors December 2009 - Present
Securities America, Inc. Member FINRA/SIPC July 2007 - December 2009
Brecek & Young 2007 - 2009
Bank of America March 2004 - March 2007
Skills
Mutual Funds
Education
California State University-Sacramento 2003 — 2007
Child Development
Ellie Witt's Brecek & Young Experience January 2004 - May 2007
Job Business Coordinator at Brecek & Young
Industry Banking
Experience
First Bank May 2007 - Present
Carmichael Chamber of Commerce June 2012 - July 2014
Brecek & Young January 2004 - May 2007
U.S. Bank March 2002 - February 2004
U.S. Bank November 1998 - March 2002
Skills
Credit, Small Business Lending, Mortgage Lending, Credit Analysis, Refinance, Residential Mortgages, Investments, Cross Selling, Cash Management, Banking, Commercial Banking, Financial Services, Loans, Consumer Lending, Retail Banking, Commercial Lending, Small Business, Lines Of Credit, Credit Risk, Loan Origination, Management, Business Development
Education
American River College 1982 — 1985
First Bank May 2007 - Present
Carmichael Chamber of Commerce June 2012 - July 2014
Brecek & Young January 2004 - May 2007
U.S. Bank March 2002 - February 2004
U.S. Bank November 1998 - March 2002
Skills
Credit, Small Business Lending, Mortgage Lending, Credit Analysis, Refinance, Residential Mortgages, Investments, Cross Selling, Cash Management, Banking, Commercial Banking, Financial Services, Loans, Consumer Lending, Retail Banking, Commercial Lending, Small Business, Lines Of Credit, Credit Risk, Loan Origination, Management, Business Development
Education
American River College 1982 — 1985
Dan Thomas CRCP's Brecek & Young Experience 2004 - 2004
Job Financial Services Compliance Professional
Industry Financial Services
Experience
LPL Financial July 2011 - Present
Stonehurst Securities 2006 - 2009
Brecek & Young 2004 - 2004
Scottrade 1998 - 2004
Skills
Series 7, FINRA, Series 24, Series 63, Securities, Mutual Funds, AML, Investment Advisory, Options, Wealth Management, Equities, ETFs, Fixed Income, Alternative Investments, Compliance, Asset Management, Investments, Annuities, Trading, Risk, Risk Management, Due Diligence, Bonds, Derivatives, Private Equity, Securities Regulation, Investment Strategies, Series 53, Financial Advisory
Education
University of Pennsylvania - The Wharton School
LPL Financial July 2011 - Present
Stonehurst Securities 2006 - 2009
Brecek & Young 2004 - 2004
Scottrade 1998 - 2004
Skills
Series 7, FINRA, Series 24, Series 63, Securities, Mutual Funds, AML, Investment Advisory, Options, Wealth Management, Equities, ETFs, Fixed Income, Alternative Investments, Compliance, Asset Management, Investments, Annuities, Trading, Risk, Risk Management, Due Diligence, Bonds, Derivatives, Private Equity, Securities Regulation, Investment Strategies, Series 53, Financial Advisory
Education
University of Pennsylvania - The Wharton School