California Benefit Planners

Description

Address: 810 S Atlantic Blvd # B, Monterey Park, CA 91754 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–12:30PM, 1:30–6PMTuesday9AM–12:30PM, 1:30–6PMWednesday9AM–12:30PM, 1:30–6PMThursday9AM–12:30PM, 1:30–6PMFriday9AM–12:30PM, 1:30–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (626) 304-0088: Website: : Place name: : : : Category: : Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of California Benefit Planners Posting publicly on the Web Write a review Reviews Be the first to review

California Benefit Planners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at California Benefit Planners. You can filter them based on skills, years of employment, job, education, department, and prior employment.

California Benefit Planners Salaries. You can even request information on how much does California Benefit Planners pay if you want to. Learn about salaries, pros and cons of working for California Benefit Planners directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

10 California Benefit Planners employees in database. Find out everything there's to know about California Benefit Planners employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

California Benefit Planners Employees

Employee
Years
Job
Industry
Yuxiao Yang Yuxiao Yang Los Angeles, California Details
Yuxiao Yang's California Benefit Planners Experience January 2014 - June 2014
Job Director of Finance at DoubleTree by Hilton
Industry Financial Services
Experience
DoubleTree by Hilton  June 2014 - Present
California Benefit Planners   January 2014 - June 2014
UBS  January 2013 - June 2013
Merrill Lynch  June 2011 - August 2011
China Merchants Bank  August 2008 - November 2008

Skills
•In depth knowledge of..., •Superior..., •Proven experience in..., •FRM(Financial risk..., Mutual Funds, Investments, Mortgage Lending, Financial Analysis, Finance, Accounting, Budgets, Equities, Strategic Financial..., Portfolio Management, Financial Modeling, Corporate Finance, Valuation, Financial Planning, Microsoft Excel

Education
Clark University   2010 — 2012
MSF, Finance, General

York University   2008 — 2009
Finance, General

Wei Ni Wei Ni Fullerton, California Details
Wei Ni's California Benefit Planners Experience March 2014 - May 2014
Job ACFE Secretary at Accounting Society
Industry Accounting
Experience
California Benefit Planners   March 2014 - May 2014
Big Chopsticks   September 2013 - December 2013
Ken Sun, CPA   June 2013 - August 2013
Chengdu Rural Commercial Bank (CDRCB)   January 2011 - February 2011
Basbiotech, Inc.   November 2008 - January 2009

Skills
QuickBooks, Financial Reporting, Accounting, Bookkeeping, CheckMark Payroll, Microsoft Office, Peachtree, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Access, Teamwork

Education
California State University-Fullerton   2012 — 2014

Zhongnan University of Economics and Law   2008 — 2012
Bachelor of Business Administration (BBA), Accounting

Anna Trinh Anna Trinh United States Details
Anna Trinh's California Benefit Planners Experience June 2011 - August 2012
Job Tax Intern at PwC
Industry
Experience
Roger CPA Review  September 2013 - June 2015
PwC  June 2014 - August 2014
UCLA Beta Alpha Psi   May 2013 - August 2014
UCLA Community Service Commission   March 2012 - January 2014
Paul Hastings  June 2013 - August 2013
ZumaCloud   July 2012 - August 2012
California Benefit Planners   June 2011 - August 2012

Skills
Public Speaking, Microsoft Word, Microsoft Excel, Financial Accounting, Salesforce.com

Education
UCLA   2011 — 2015
Bachelor of Arts (B.A.), Business Economics, Minor in Accounting

Gabrielino High School   2007 — 2011
High School Diploma

Yilin Mao Yilin Mao Orange County, California Area Details
Yilin Mao's California Benefit Planners Experience June 2014 - Present
Job Cofounder at Sense Unique, LLC.
Industry Marketing and Advertising
Experience
Sense Unique, LLC.   June 2014 - Present
California Benefit Planners   June 2014 - Present
Rakuten  February 2014 - May 2014
China everbright group   July 2013 - August 2013
ACG Green Group, Inc.   August 2012 - June 2013
CW Bearing USA, Inc.   February 2011 - August 2011
China Oil & Foodstuffs Corporation   January 2011 - February 2011

Skills
Social Media Marketing, Customer Service, Event Planning, Accounts Payable, Marketing Strategy, Marketing, SEO, PowerPoint, Photography, E-commerce, Google Analytics, E-commerce SEO, Editing, Google Adwords, Graphic Design, Office Administration, Omniture, Illustrator, Final Cut Pro, Adobe Creative Suite, Accounting, Creativity, InDesign, Mas 90, Mandarin, Drawing, Microsoft Office, Microsoft Excel, Adobe, E-commerce Consulting, Investments, Mac OS, Microsoft Word

Education
Chapman University, The George L. Argyros School of Business and Economics   2012 — 2014
Master of Business Administration (MBA), Marketing, 3.6

Chapman University, The George L. Argyros School of Business and Economics   2009 — 2012
Bachelor of Business Administration (BBA), Major in Business Administration with Emphasis in Economics. Minor in Graphic Design, 3.6

China Agricultural University   2007 — 2008
Economics

Frances Lo Frances Lo San Francisco Bay Area Details
Frances Lo's California Benefit Planners Experience January 2011 - February 2012
Job Analyst at Cabezon Investment Group
Industry Accounting
Experience
Cabezon Investment Group   May 2014 - Present
Hughes Marino  February 2012 - April 2014
California Benefit Planners   January 2011 - February 2012

Education
University of California, San Diego
Bachelor's degree, Economics

University of California, San Diego
Certificate of Accounting, Accounting

Andrew Tseng Andrew Tseng Greater Los Angeles Area Details
Andrew Tseng's California Benefit Planners Experience November 2009 - January 2011
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  October 2012 - Present
New York Life Insurance Company  November 2011 - Present
Gizmo Dorks   February 2011 - August 2011
California Benefit Planners   November 2009 - January 2011
Pacific IPA   November 2005 - January 2010
Tulane University Museum of Natural History   March 2005 - September 2005
NASA Ames Research Center  June 2003 - September 2003

Skills
HTML, Microsoft Office, Windows, SQL, CSS, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Financial Services

Education
Tulane University   2000 — 2004
BS, Computer Science, Math

Michelle Dai Michelle Dai Orange County, California Area Details
Michelle Dai's California Benefit Planners Experience June 2007 - July 2007
Job Senior Tax Associate
Industry Accounting
Experience
JLK Rosenberger LLP CPAs  March 2014 - Present
JLK Rosenberger LLP   July 2012 - March 2014
JLK Partners, LLP   December 2010 - December 2011
Emporia State University  January 2006 - May 2008
California Benefit Planners   June 2007 - July 2007

Skills
Auditing, CPA, Financial Accounting, US GAAP

Education
California State University-Fullerton - College of Business and Economics   2010 — 2012
Master in Science, Accountancy, 3.87

California State University-Fullerton, Mihaylo College of Business and Economics   2008 — 2010
BA, Accounting

Cherie Lui Cherie Lui Greater Los Angeles Area Details
Cherie Lui's California Benefit Planners Experience April 2010 - August 2010
Job Student at Pepperdine University
Industry International Trade and Development
Experience
Prestige Trading Corporation   April 2006 - Present
Nordstrom  2011 - 2011
California Benefit Planners   April 2010 - August 2010
Abercrombie and Fitch  July 2008 - April 2009

Skills
Leadership, Marketing Strategy, Social Media

Education
Pepperdine University   2008 — 2012

Fudan University

Pepperdine University
Bachelors of Science, International Business

Kum Yu Kum Yu Alhambra, California Details
Kum Yu's California Benefit Planners Experience January 2010 - Present
Job Pension Administrator at California Benefit Planners
Industry Financial Services
Experience
California Benefit Planners   January 2010 - Present

Skills
Retirement, Pensions, Retirement Planning, 401k

Education
California State University-Los Angeles   2006 — 2009
Bachelor of Arts (BA), Business Administration and Management, General

California State University, Los Angeles - College of Business and Economics

Cindy Sy Cindy Sy Rowland Heights, California Details
Cindy Sy's California Benefit Planners Experience January 2001 - November 2010
Job Senior Plan Administrator at Benefit Equity, Inc.
Industry Accounting
Experience
Benefit Equity, Inc.   July 2014 - Present
Retirement Systems of California   January 2014 - July 2014
The Senex Group  November 2010 - December 2013
California Benefit Planners   January 2001 - November 2010

Education
Abraham Lincoln High School   1994 — 1999

Cal State LA College of ECST
Bachelor of Science (BS), Accounting and Finance