Cal Fed Investments

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Cal Fed Investments Employees

Employee
Years
Job
Industry
Cheryl Crane-Middleton Cheryl Crane-Middleton Dixon, California Details
Cheryl Crane-Middleton's Cal Fed Investments Experience May 2000 - May 2003
Job Sales & Marketing
Industry Marketing and Advertising
Experience
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

Matthew Christl, CFP® Matthew Christl, CFP® Sacramento, California Area Details
Matthew Christl, CFP®'s Cal Fed Investments Experience November 1991 - October 2001
Job Financial Advisor at Hanson McClain
Industry Financial Services
Experience
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

Jack LaSalle Jack LaSalle San Francisco Bay Area Details
Jack LaSalle's Cal Fed Investments Experience 1991 - 2002
Job Principal at Spinnaker One Consulting
Industry Financial Services
Experience
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

Angela Meaney Angela Meaney Greater San Diego Area Details
Angela Meaney's Cal Fed Investments Experience 1997 - 2000
Job Owner at Fashionista's
Industry Financial Services
Experience
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

Steve Thunen Steve Thunen San Francisco Bay Area Details
Steve Thunen's Cal Fed Investments Experience 1995 - 1999
Job President at Life Sales, LLC
Industry Financial Services
Experience
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!

Brian Vineyard Brian Vineyard Sacramento, California Area Details
Brian Vineyard's Cal Fed Investments Experience November 1999 - April 2003
Job Knowledge Base Engineer at Cisco Systems
Industry Computer Networking
Experience
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

Frank X. Aceves, Jr. Frank X. Aceves, Jr. Walnut Creek, California Details
Frank X. Aceves, Jr.'s Cal Fed Investments Experience June 1996 - February 2003
Job Founder, Owner, Wealth Advisor at Oak Wealth Management, LLC
Industry Financial Services
Experience
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

Joseph Loseman Joseph Loseman Orange County, California Area Details
Joseph Loseman's Cal Fed Investments Experience September 1998 - June 2000
Job Senior Vice President, CFO at Ringler Associates
Industry Financial Services
Experience
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

Arthur Orozco Arthur Orozco Sacramento, California Area Details
Arthur Orozco's Cal Fed Investments Experience 2000 - 2001
Job Americas HRSSC Senior Manager at Oracle
Industry Human Resources
Experience
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

Daryl Holzberg Daryl Holzberg Orange County, California Area Details
Daryl Holzberg's Cal Fed Investments Experience 1997 - 2000
Job Business Development at Epic Freight Solutions
Industry Transportation/Trucking/Railroad
Experience
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

Chrys Doyle Chrys Doyle Cool, California Details
Chrys Doyle's Cal Fed Investments Experience 1998 - 2002
Job Long Term Care Insurance Specialist
Industry Insurance
Experience
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

Rob Brewer, CPWA® Rob Brewer, CPWA® Greater Seattle Area Details
Rob Brewer, CPWA®'s Cal Fed Investments Experience 2001 - 2002
Job Senior Vice President, Private Client Advisor
Industry Financial Services
Experience
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

Carolyn Wilson Carolyn Wilson Sacramento, California Area Details
Carolyn Wilson's Cal Fed Investments Experience January 1990 - February 2003
Job Program Manager for Credit Union Investment Programs at CUSO Financial Services, L.P.
Industry Financial Services
Experience
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

Paul Furusho Paul Furusho San Francisco Bay Area Details
Paul Furusho's Cal Fed Investments Experience 1994 - 2002
Job Regional Director, Sunlight Financial, LLC
Industry Financial Services
Experience
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

Francine Styles Francine Styles Bethlehem, Pennsylvania Details
Francine Styles's Cal Fed Investments Experience 1999 - 1999
Job
Industry Transportation/Trucking/Railroad
Experience
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

Don German Don German Elk Grove, California Details
Don German's Cal Fed Investments Experience May 2000 - May 2003
Job Compliance Officer at CPWM
Industry Financial Services
Experience
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