California Benefit Planners
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
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
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
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
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
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
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
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
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
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
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