Cal Fed Investments
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Cal Fed Investments Employees
Dixon Financial & Insurance Services August 2010 - January 2014
HMC Funding August 2003 - August 2011
Cal Fed Investments May 2000 - May 2003
Essex Corporation, Napa, Ca February 1993 - May 2000
Skills
Social Media Marketing, Strategic Planning, New Business Development, Project Management, Microsoft Word, Team Leadership, Public Speaking, Customer Service, Marketing, Marketing Strategy, Social Networking, Training, Outlook, Team Management, Social Media, Sales Management, Insurance, Time Management, Sales, Market Research, Advertising, Online Marketing, Business Planning, Leadership, Management, Sales Operations, Budgets, Market Planning, Inventory Management, Event Planning, Direct Sales, Business Development, Selling, Product Marketing, Contract Negotiation, Marketing Management, Coaching, Marketing Research, Sales Presentations, Recruiting, Teamwork, CRM, Fundraising, Brand Management, Cold Calling, Customer Satisfaction, Call Centers, Cold Calling Experience, Microsoft Office, Sales Process
Education
California State University-Sacramento 1979 — 1982
BS, Business Administration
Hanson McClain December 2013 - Present
Nationwide Financial August 2011 - December 2013
Nationwide Financial June 2007 - August 2011
CLC Inc. August 2006 - May 2007
Wells Fargo Bank October 2002 - August 2006
Cal Fed Investments November 1991 - October 2001
Mering and Associates 1988 - 1988
Skills
Investments, Portfolio Management, Insurance, Financial Advisory, Banking, Credit, Asset Allocation, Commercial Banking, Strategic Financial..., Commercial Lending, Financial Analysis, Investment Strategies
Education
University of California, Davis 2007 — 2009
Certified Financial Planning
California State University-Sacramento 1984 — 1989
BA, Media Communications
Spinnaker One Consulting 2011 - Present
Citi Global Markets 2007 - 2010
Citicorp Investment Services 2002 - 2007
Cal Fed Investments 1991 - 2002
Skills
Business Strategy, Sales Management, Financial Services, Sales Process, Channel Integration, Coaching Sales Managers, Wealth Management, Series 7, Investments, Coaching, Channel, Sales, Series 63, Banking, Management, CRM, Insurance, Mutual Funds, Capital Markets, FINRA, Strategic Financial..., Financial Risk, Risk Management, Securities, Equities, Fixed Annuities, Retirement Planning, Series 24, Financial Advisory, Relationship Management, Wealth Management..., Alternative Investments, Asset Allocation, Investment Advisory, Asset Management, Credit, Hedge Funds, Fixed Income
Education
Stanford University
MA, Education
University of California, Berkeley
BA, Interdisciplinary Studies
Fash-ion-ista's March 2009 - Present
White House Black Market July 2007 - Present
First Allied Securities January 2007 - June 2007
LPL July 2004 - January 2007
Dunham & Associates January 2002 - June 2004
WM Group of Funds January 1998 - January 2002
Cal Fed Investments 1997 - 2000
Fair Isaac Corporation January 1996 - January 1998
Education
Santa Rosa Junior College
University of Phoenix
Life Sales, LLC October 2004 - Present
Legacy Marketing Group 2000 - 2004
Cal Fed Investments 1995 - 1999
Skills
Universal Life, 401k, Retirement, Retirement Planning, Fixed Annuities, Small Business, Series 7, IRAs, Insurance, Life Insurance, Financial Services, Series 6, Investments
Education
University of California, Davis 1990 — 1992
BA, Economics
Santa Rosa Junior College 1988 — 1990
SRHS - go Panthers!
Cisco Systems June 2012 - Present
Cisco Systems May 2003 - June 2012
Cal Fed Investments November 1999 - April 2003
DISA November 1987 - October 2000
Skills
Cisco Technologies, Technical Writing, Social Media, Cisco Jabber, WebEx, HTML, SQL, Web Design, Photoshop, Cisco WebEx Connect, Knowledge Engineering, Data Analysis, SDLC, OSPF, Switches, TCP/IP, Routing, Project Management, Knowledge Management, KCS, Troubleshooting, BMC Remedy, Servers, Customer Service, Software Documentation
Education
California State University-Sacramento 1996 — 1999
Management Information Systems, General
American River College 1990 — 1996
Oak Wealth Management, LLC February 2014 - Present
Wells Fargo Advisors April 2004 - February 2014
Citicorp Investment Services February 2003 - April 2004
Cal Fed Investments June 1996 - February 2003
Prudential Financial January 1996 - June 1996
First Interstate Bank July 1992 - January 1996
The Good Guys! October 1987 - January 1991
Pacific Stereo March 1980 - May 1986
Skills
Financial Planning, Wealth Management..., Retirement Planning, Investments, Portfolio Management, 401k Rollovers, Asset Allocation, Estate Planning, Insurance, IRAs, Retirement, High Net Worth..., Investment Management, Life Insurance, Capital Markets, Asset Management, Long-term Care, Wealth Preservation, Financial Services, Financial Advisory, Wealth Management, Series 7 (held through...
Education
Sonoma State University 1992 — 1994
Bachelor of Science, Business Administration: Marketing, Finance, International Business
University of California, Berkeley, Haas School of Business 2002 — 2003
CFP Certification Curriculum
Ringler Associates April 2014 - Present
Ringler Associates July 2012 - April 2014
Ringler Associates May 2011 - July 2012
Ringler Associates January 2005 - May 2011
Ringler Associates June 2000 - December 2004
Cal Fed Investments September 1998 - June 2000
Cal Fed Investments June 1997 - September 1998
Skills
Liability, Workers Compensation, Insurance, Settlement, Claim, Medicare, General Insurance, Structured Settlements, Personal Injury, Management, Business Strategy, Operations Management, Executive Management, Financial Risk, Life Insurance, Fixed Annuities, Legal Liability, Casualty, Property & Casualty..., Professional Liability, Commercial Insurance, Litigation Management, Underwriting, Liability Analysis
Education
California State University-Fullerton - College of Business and Economics 1993 — 1997
Bachelor of Arts, Finance
Oracle July 2010 - Present
Oracle April 2009 - July 2010
Oracle September 2007 - April 2009
Oracle March 2007 - August 2007
Oracle September 2005 - February 2007
Oracle January 2005 - September 2005
Pacific Coast Producers 2003 - 2004
Cal Fed Investments 2000 - 2001
Skills
Oracle Applications, Oracle Discoverer, HRIS, Oracle E-Business Suite, ERP, Oracle HR, PeopleSoft, Oracle, Management, Employee Relations, Performance Management, Talent Management, Microsoft Office
Education
University of California, Davis 1998 — 2004
Susan Miller Dorsey High School 1994 — 1998
High School
Epic Freight Solutions January 2013 - Present
Reliant Solutions, Inc. August 2012 - January 2013
Platinum Resource Group, Inc. 2012 - July 2012
Business Development 2010 - 2012
Private Asset Group, Inc. 2006 - May 2010
Courtlandt Securities Corp 2005 - 2006
Wells Fargo Private Client Services / Wells Fargo Investments 2002 - 2005
Wells Fargo Investments 2000 - 2002
Cal Fed Investments 1997 - 2000
American Savings Bank 1994 - 1998
Skills
Management Consulting, Sales Management, Strategic Consulting, Retention, Business Strategy, Business Turnaround, Financial Advisory, New Business Development, Strategic Planning, Business Process Design, Business Process..., Professional Staffing, Professional Consulting, Business Consulting, Strategic Coaching, Strategic Selling, Financial Services, Coaching, Recruiting, Insurance, Due Diligence, Sales Operations, Managing Start-ups, Salesforce.com, Cold Calling, Customer Retention, Management, Outsourcing, Business Development, Entrepreneurship, Risk Management, Training, Strategic Partnerships, Start-ups, Lead Generation, Executive Management, Sales, Portfolio Management, Finance, Banking, CRM, Cross-functional Team..., Business Planning, Temporary Placement, Professional Services, Mergers & Acquisitions, P&L Management, SaaS, Strategy, Enterprise Software
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Political Science
Montclair College Prep 1982 — 1988
junior high and high school
ACSIA Partners June 2014 - Present
Dearborn Financial Services 2007 - Present
LTC FINANCIAL PARTNERS January 2009 - June 2014
Kaplan Test Prep and Admissions 2008 - 2009
Citibank Univerciti Training 2002 - 2007
Citibank 2002 - 2007
Cal Fed Investments 1998 - 2002
GlenFed Brokerage Services 1996 - 1998
Bay View Capital Corporation 1989 - 1994
Skills
Series 7, Long Term Care Insurance, Investments, Securities, Insurance, Long-term Care, Portfolio Management, Training, Public Speaking, Sales, Instructional Design, Retirement Planning, Life Insurance, Retirement, Financial Services, Financial Planning, Mutual Funds, Fixed Annuities, Leadership
Education
Creighton University
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Spanish and Portuguese
U.S. Trust, Bank of America Private Wealth Management April 2010 - Present
U.S Trust, Bank of America Private Wealth Management 2006 - 2010
Bank of America 2002 - 2006
Cal Fed Investments 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Investments, Banking, Series 7, Credit, Loans, Asset Allocation, Asset Management, Series 63, Commercial Lending, Strategic Financial..., Investment Advisory, Portfolio Management, Finance, Investment Management, Wealth Management..., Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor, Professional Designation - High Net Worth Wealth Management
Universidad de Sevilla 1998 — 1999
International Economics and Political Science
University of the Pacific 1995 — 1999
BA, International Studies & Spanish
CUSO Financial Services November 2010 - Present
JP Morgan Chase, formerly WaMu Investments Inc February 2007 - November 2009
XCU Capital Corporation November 2005 - February 2007
Citicorp Investment Services February 2003 - November 2005
Cal Fed Investments January 1990 - February 2003
Education
San Jose State University 1980 — 1982
BS, Graphic Design
Sunlight Financial, LLC May 2015 - Present
LPL Financial March 2010 - May 2015
San Francisco Associates December 2007 - January 2010
Citibank 2002 - 2004
Cal Fed Investments 1994 - 2002
Skills
Retirement, Retirement Planning, FINRA, Mutual Funds, Finance, Series 7, 401k, Asset Allocation, Asset Management, Financial Advisory, Fixed Annuities, Investment Advisory, Investments, Life Insurance, Securities, Series 63, Strategic Financial..., Wealth Management
Education
University of Colorado Boulder 1984 — 1989
BA, Economics
Community Action Committee of Lehigh Valley June 2011 - February 2013
The Investment Center, Inc. November 2000 - January 2009
Investacorp, Inc. September 1999 - October 2000
Cal Fed Investments 1999 - 1999
Ascend Financial Service, Inc. - 1997 - 1999
Equity Services, Inc.- National Life of Vermont 1996 - 1997
Red Lion’s Sacramento Inn 1994 - 1996
Fountain Suites Hotel 1990 - 1992
Skills
Accounting, Strategic Planning, Management, Compliance, Finance, Training, Investments, Project Planning, Auditing, Change Management, Vendor Management, Project Management, Budgets, Financial Analysis, Financial Reporting, Strategic Financial..., Business Planning, Analysis, Policy, Leadership, Data Analysis, Operations Management, Strategy, Forecasting, Team Building, Start-ups, Executive Management, Risk Management, Process Improvement, Mergers & Acquisitions, Entrepreneurship, Organizational..., Management Consulting, Business Strategy, Negotiation, Small Business, Program Management, Customer Service, Nonprofits, Financial Modeling
Education
Colorado State University 2009 — 2011
MBA
California State University-Sacramento 1991 — 1994
B.S., Real Estate Land Use Affairs
Citigroup Global Markets Inc. May 2007 - Present
Smith Barney May 2006 - May 2007
Citicorp Investment Services May 2003 - May 2006
Cal Fed Investments May 2000 - May 2003
Cal Fed Investments May 1997 - May 2000
AXA Insurance May 1996 - May 1997
Skills
Customer Service, Sales, Project Management, Team Building, Financial Analysis, Microsoft Office, Public Speaking, Change Management, Mutual Funds, Annuities, Life Insurance, Investments, Retirement Planning, Securities Regulation, Strategy, Securities, Research, Capital Markets, Strategic Planning, Program Management, KYC, Financial Regulation, Legal Compliance
Education
SFSU
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, Entrepreneurial management
San Francisco State University
BS Business Administration, Marketing/Marketing Management, General