Centara Capital
Description
Address: 4747 Executive Dr, San Diego, CA 92121 Phone: (619) 398-1700Category: : : Website: Hours: : Place name: : : : Category: Financial Planner 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add 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 Centara Capital Management Group Posting publicly on the Web Write a review Reviews Be the first to review
Centara Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Centara Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Centara Capital Employees
Employee
Years
Job
Industry
Karen Greene, CPA Karen Greene, CPA's Centara Capital Experience March 2009 - June 2010
Job Sr. Accountant at The Scripps Research Institute
Industry Accounting
Experience
The Scripps Research Institute October 2014 - Present
LifeWave December 2012 - October 2014
LifeWave October 2011 - December 2012
ImpediMed June 2010 - September 2011
Centara Capital March 2009 - June 2010
Centara Capital October 2007 - March 2009
Greene Music September 2004 - September 2007
Greene Music March 2003 - September 2004
MusicWorx of California April 2002 - September 2002
Skills
Financial Statements, QuickBooks, Accounting, Great Plains Software, Account Reconciliation, Accounts Receivable, Payroll, Budgets, Accounts Payable, Microsoft Excel, Variance Analysis, Journal Entries, Bank Reconciliation, ADP Payroll, Microsoft Office
Education
National University 2007 — 2009
MBA, Accountancy
Duquesne University 1997 — 2001
BS, Music Therapy
The Scripps Research Institute October 2014 - Present
LifeWave December 2012 - October 2014
LifeWave October 2011 - December 2012
ImpediMed June 2010 - September 2011
Centara Capital March 2009 - June 2010
Centara Capital October 2007 - March 2009
Greene Music September 2004 - September 2007
Greene Music March 2003 - September 2004
MusicWorx of California April 2002 - September 2002
Skills
Financial Statements, QuickBooks, Accounting, Great Plains Software, Account Reconciliation, Accounts Receivable, Payroll, Budgets, Accounts Payable, Microsoft Excel, Variance Analysis, Journal Entries, Bank Reconciliation, ADP Payroll, Microsoft Office
Education
National University 2007 — 2009
MBA, Accountancy
Duquesne University 1997 — 2001
BS, Music Therapy
Iain P. Reilly Iain P. Reilly's Centara Capital Experience October 2005 - February 2010
Job Certified Financial Planner, CFP® at Telesis Financial Pension & Retirement Resources
Industry Financial Services
Experience
Telesis Financial February 2010 - Present
Centara Capital October 2005 - February 2010
Multi-Financial Securities Corp. July 1999 - October 2005
Royal Alliance Financial Services September 1997 - September 1999
Sentra Securities July 1995 - September 1997
John Hancock Financial Services October 1992 - July 1995
Skills
Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Equities, Retirement Income, Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Financial Planning, Insurance, Tax Planning, Financial Advisory, Financial Services, Financial Planners, Cash Flow, Strategic Financial..., Retirement, Investments, Public Speaking
Education
Queens College 1986 — 1988
Bachelor's degree, Political Science and Government
Telesis Financial February 2010 - Present
Centara Capital October 2005 - February 2010
Multi-Financial Securities Corp. July 1999 - October 2005
Royal Alliance Financial Services September 1997 - September 1999
Sentra Securities July 1995 - September 1997
John Hancock Financial Services October 1992 - July 1995
Skills
Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Equities, Retirement Income, Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Financial Planning, Insurance, Tax Planning, Financial Advisory, Financial Services, Financial Planners, Cash Flow, Strategic Financial..., Retirement, Investments, Public Speaking
Education
Queens College 1986 — 1988
Bachelor's degree, Political Science and Government
Aimee C. Bennett Aimee C. Bennett's Centara Capital Experience September 2006 - September 2007
Job Entrepreneur
Industry Pharmaceuticals
Experience
Nerium International February 2015 - Present
Express Scripts September 2013 - Present
Interactive Advisory Software July 2011 - April 2012
EARNEST Partners September 2007 - June 2011
Centara Capital September 2006 - September 2007
The Alder Financial Group May 1999 - September 2006
Skills
Portfolio Management, Accounting, Mutual Funds, Investments, Valuation, Financial Modeling, Asset Allocation, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Financial Services, Asset Management
Education
Georgia Military College-Valdosta Campus 2012 — 2013
Associate of Science (A.S.), Pre-Nursing Studies
Georgia State University 2009 — 2011
MSRE, Real Estate
University of Georgia 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Darton College 1995 — 1997
Associate of Science, Business Administration
Westover High School 1989 — 1993
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nerium International February 2015 - Present
Express Scripts September 2013 - Present
Interactive Advisory Software July 2011 - April 2012
EARNEST Partners September 2007 - June 2011
Centara Capital September 2006 - September 2007
The Alder Financial Group May 1999 - September 2006
Skills
Portfolio Management, Accounting, Mutual Funds, Investments, Valuation, Financial Modeling, Asset Allocation, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Financial Services, Asset Management
Education
Georgia Military College-Valdosta Campus 2012 — 2013
Associate of Science (A.S.), Pre-Nursing Studies
Georgia State University 2009 — 2011
MSRE, Real Estate
University of Georgia 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Darton College 1995 — 1997
Associate of Science, Business Administration
Westover High School 1989 — 1993
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
James Zuanich James Zuanich's Centara Capital Experience September 2013 - September 2014
Job Relationship Manager at CCG Wealth Management, LLC
Industry Financial Services
Experience
CCG Wealth Management, LLC September 2014 - Present
Centara Capital September 2013 - September 2014
Tower23 Inc; JRDN Restaurant 2008 - March 2014
San Diego State Pre Law Society August 2010 - May 2011
San Diego State Surf Team June 2009 - August 2010
Skills
Excel, PowerPoint, Word, Outlook, Forecasting, Microsoft Office, Customer Service, Customer Relations, Problem Solving, Budgeting, Access, Accounting, HTML, Microsoft Excel, Microsoft Word, Investments, Portfolio Management, Operations Management, Tax Accounting, Account Management, Managerial Economics, Finance, Facebook
Education
San Diego State University-California State University 2007 — 2011
BA, Business - Finance, Political Science
CCG Wealth Management, LLC September 2014 - Present
Centara Capital September 2013 - September 2014
Tower23 Inc; JRDN Restaurant 2008 - March 2014
San Diego State Pre Law Society August 2010 - May 2011
San Diego State Surf Team June 2009 - August 2010
Skills
Excel, PowerPoint, Word, Outlook, Forecasting, Microsoft Office, Customer Service, Customer Relations, Problem Solving, Budgeting, Access, Accounting, HTML, Microsoft Excel, Microsoft Word, Investments, Portfolio Management, Operations Management, Tax Accounting, Account Management, Managerial Economics, Finance, Facebook
Education
San Diego State University-California State University 2007 — 2011
BA, Business - Finance, Political Science
Anarie Salvador Anarie Salvador's Centara Capital Experience February 2011 - May 2011
Job Accounting Coordinator at Quintiles
Industry Pharmaceuticals
Experience
Quintiles October 2011 - Present
Centara Capital February 2011 - May 2011
San Diego Coastkeeper January 2011 - February 2011
Designs by H & B, Inc. July 2009 - August 2010
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Skills
Microsoft Excel, Accounting, Accounts Payable, Budgets, Tax, Customer Service, Financial Reporting, Outlook, QuickBooks, Financial Analysis, Microsoft Word, Data Entry, PowerPoint, Microsoft Office, Forecasting, Access, Data Analysis, Strategic Financial..., Accounts Receivable, Project Planning, Strategic Planning, Research, Business Analysis, Finance
Education
University of California, Riverside 2006 — 2010
Bachelor of Arts (B.A.), Economics and Administrative Studies with Financial Accounting
Quintiles October 2011 - Present
Centara Capital February 2011 - May 2011
San Diego Coastkeeper January 2011 - February 2011
Designs by H & B, Inc. July 2009 - August 2010
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Skills
Microsoft Excel, Accounting, Accounts Payable, Budgets, Tax, Customer Service, Financial Reporting, Outlook, QuickBooks, Financial Analysis, Microsoft Word, Data Entry, PowerPoint, Microsoft Office, Forecasting, Access, Data Analysis, Strategic Financial..., Accounts Receivable, Project Planning, Strategic Planning, Research, Business Analysis, Finance
Education
University of California, Riverside 2006 — 2010
Bachelor of Arts (B.A.), Economics and Administrative Studies with Financial Accounting
Whitney Hillis Whitney Hillis's Centara Capital Experience January 2012 - June 2012
Job Administrative and Finance Director at The First Tee of South Puget Sound
Industry Nonprofit Organization Management
Experience
The First Tee of South Puget Sound July 2012 - December 2014
Northwest Leadership Foundation July 2013 - January 2014
Centara Capital January 2012 - June 2012
Starbucks September 2011 - June 2012
EATraining October 2011 - February 2012
Roaring Lion LLC May 2011 - September 2011
Monarchs Gymnastics October 2010 - June 2011
Law Office of Timothy Coogan May 2010 - September 2010
Stanley and Seaforts June 2008 - September 2010
Northwest Leadership Foundation June 2002 - July 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, QuickBooks, Event Planning, Social Media, Superior Work Ethic, Flexibility, Social Leadership, Detail Oriented, Outlook, Lacerte, Sales Logix, Problem Solving, Grant Writing, Bookkeeping, Project Management, Creativity, Management, Sales, Microsoft Office, Leadership, Budgets, Fundraising, Recruiting
Education
California Lutheran University 2007 — 2011
BS in Accounting
The First Tee of South Puget Sound July 2012 - December 2014
Northwest Leadership Foundation July 2013 - January 2014
Centara Capital January 2012 - June 2012
Starbucks September 2011 - June 2012
EATraining October 2011 - February 2012
Roaring Lion LLC May 2011 - September 2011
Monarchs Gymnastics October 2010 - June 2011
Law Office of Timothy Coogan May 2010 - September 2010
Stanley and Seaforts June 2008 - September 2010
Northwest Leadership Foundation June 2002 - July 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, QuickBooks, Event Planning, Social Media, Superior Work Ethic, Flexibility, Social Leadership, Detail Oriented, Outlook, Lacerte, Sales Logix, Problem Solving, Grant Writing, Bookkeeping, Project Management, Creativity, Management, Sales, Microsoft Office, Leadership, Budgets, Fundraising, Recruiting
Education
California Lutheran University 2007 — 2011
BS in Accounting
Ryan Goldenhar, CFA, CFP® Ryan Goldenhar, CFA, CFP®'s Centara Capital Experience January 2004 - May 2004
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo November 2006 - Present
CFA Socity of San Diego 2006 - 2008
Merrill Lynch July 2004 - October 2006
Centara Capital January 2004 - May 2004
Securities Training Corporation May 2000 - January 2004
University of Southern California January 2000 - May 2000
American Express Financial Advisors December 1999 - January 2000
National Notary Association March 1999 - November 1999
The Complete Sheet, Inc. August 1997 - March 1999
GolinHarris March 1997 - August 1997
Skills
Investment Strategies, Certified Financial..., Chartered Financial..., Engaging Public Speaker, Goal Oriented, Portfolio Management, Investments, Asset Management, High Net Worth..., Asset Allocation, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Financial Planning, Management, Finance, Financial Analysis
Education
University of Southern California 1997 — 1998
Master of Arts, Communication Management
California State University-Northridge 1990 — 1994
Bachelor of Arts, Communication
Wells Fargo November 2006 - Present
CFA Socity of San Diego 2006 - 2008
Merrill Lynch July 2004 - October 2006
Centara Capital January 2004 - May 2004
Securities Training Corporation May 2000 - January 2004
University of Southern California January 2000 - May 2000
American Express Financial Advisors December 1999 - January 2000
National Notary Association March 1999 - November 1999
The Complete Sheet, Inc. August 1997 - March 1999
GolinHarris March 1997 - August 1997
Skills
Investment Strategies, Certified Financial..., Chartered Financial..., Engaging Public Speaker, Goal Oriented, Portfolio Management, Investments, Asset Management, High Net Worth..., Asset Allocation, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Financial Planning, Management, Finance, Financial Analysis
Education
University of Southern California 1997 — 1998
Master of Arts, Communication Management
California State University-Northridge 1990 — 1994
Bachelor of Arts, Communication
Matthew Poole, CFP® Matthew Poole, CFP®'s Centara Capital Experience April 2009 - June 2012
Job Founder & Managing Partner at Presidio Capital Management
Industry Financial Services
Experience
Presidio Capital Management June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital April 2009 - June 2012
AXA Advisors December 2005 - March 2009
Hewlett-Packard June 1999 - May 2005
Skills
Alternative Investments, Investment Advisory, Investment Strategies, Insurance, Wealth Management, Registered Investment..., Hedge Funds, Estate Planning, Real Estate, Estate Tax Planning, Tax Planning, Financial Advisory, Certified Financial...
Education
St. Mary's College of California
Bachelor of Arts, Business Management
University of Arizona
St. Francis High School
Presidio Capital Management June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital April 2009 - June 2012
AXA Advisors December 2005 - March 2009
Hewlett-Packard June 1999 - May 2005
Skills
Alternative Investments, Investment Advisory, Investment Strategies, Insurance, Wealth Management, Registered Investment..., Hedge Funds, Estate Planning, Real Estate, Estate Tax Planning, Tax Planning, Financial Advisory, Certified Financial...
Education
St. Mary's College of California
Bachelor of Arts, Business Management
University of Arizona
St. Francis High School
Nefer Lopez Nefer Lopez's Centara Capital Experience January 2007 - May 2007
Job Inbound Marketing Director at Customerville
Industry Marketing and Advertising
Experience
Customerville February 2014 - Present
WordStream April 2013 - February 2014
WordStream April 2012 - April 2013
Patch.com September 2011 - April 2012
Premier Retail Networks August 2010 - September 2011
Premier Retail Networks October 2008 - August 2010
Morgan Stanley Smith Barney June 2008 - September 2008
Merrill Lynch June 2008 - September 2008
Centara Capital January 2007 - May 2007
Centre City Development Corporation November 2005 - January 2007
Skills
Bilingual-Spanish, PPC, Lead Generation, Google Adwords, Google Analytics, Online Advertising, Email Marketing, CRM, Microsoft Excel, Landing Page..., HTML/CSS, JavaScript, jQuery
Education
San Diego State University-California State University 2004 — 2008
International Business
Instituto Tecnológico de Costa Rica
Universitat de Barcelona
Customerville February 2014 - Present
WordStream April 2013 - February 2014
WordStream April 2012 - April 2013
Patch.com September 2011 - April 2012
Premier Retail Networks August 2010 - September 2011
Premier Retail Networks October 2008 - August 2010
Morgan Stanley Smith Barney June 2008 - September 2008
Merrill Lynch June 2008 - September 2008
Centara Capital January 2007 - May 2007
Centre City Development Corporation November 2005 - January 2007
Skills
Bilingual-Spanish, PPC, Lead Generation, Google Adwords, Google Analytics, Online Advertising, Email Marketing, CRM, Microsoft Excel, Landing Page..., HTML/CSS, JavaScript, jQuery
Education
San Diego State University-California State University 2004 — 2008
International Business
Instituto Tecnológico de Costa Rica
Universitat de Barcelona
Kari Song's Centara Capital Experience January 2008 - October 2008
Job Executive Assistant to CEO at Jane.com
Industry Marketing and Advertising
Experience
Jane.com December 2014 - Present
BioLumina November 2011 - July 2013
Caruso Affiliated May 2010 - September 2011
Caruso Affiliated December 2008 - May 2010
Caruso Affiliated February 2010 - March 2010
Centara Capital January 2008 - October 2008
DPR Communications June 2006 - August 2006
Skills
Microsoft Office, PowerPoint, Word, Excel, Outlook, Social Media, Photoshop, Event Planning, Scheduling, Blogging, Facebook, Social Networking, Travel, Expenses, Organizing Meetings, Food Photography, Customer Service, Microsoft Excel, Microsoft Word, Office Management, Process Scheduler, Management, Human Resources
Education
Brigham Young University 2003 — 2007
B.A., Communications: Advertising/Minor: Spanish
Mt. Whitney High School
Jane.com December 2014 - Present
BioLumina November 2011 - July 2013
Caruso Affiliated May 2010 - September 2011
Caruso Affiliated December 2008 - May 2010
Caruso Affiliated February 2010 - March 2010
Centara Capital January 2008 - October 2008
DPR Communications June 2006 - August 2006
Skills
Microsoft Office, PowerPoint, Word, Excel, Outlook, Social Media, Photoshop, Event Planning, Scheduling, Blogging, Facebook, Social Networking, Travel, Expenses, Organizing Meetings, Food Photography, Customer Service, Microsoft Excel, Microsoft Word, Office Management, Process Scheduler, Management, Human Resources
Education
Brigham Young University 2003 — 2007
B.A., Communications: Advertising/Minor: Spanish
Mt. Whitney High School
Shayan Tabrizi Shayan Tabrizi's Centara Capital Experience September 2010 - June 2012
Job Wealth Advisor at Poole & TenBroeck Wealth Management Group
Industry Financial Services
Experience
Poole & TenBroeck Wealth Management Group June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital September 2010 - June 2012
Nitto Denko August 2006 - August 2008
Skills
Alternative Investments, Investment Advisory, Investment Strategies, Financial Planning, Insurance, Wealth Management, Registered Investment..., Hedge Funds, Estate Planning, Estate Tax Planning, Tax Planning, Financial Advisory
Education
University of California, Santa Barbara
Business Economics
Torrey Pines High School
Poole & TenBroeck Wealth Management Group June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital September 2010 - June 2012
Nitto Denko August 2006 - August 2008
Skills
Alternative Investments, Investment Advisory, Investment Strategies, Financial Planning, Insurance, Wealth Management, Registered Investment..., Hedge Funds, Estate Planning, Estate Tax Planning, Tax Planning, Financial Advisory
Education
University of California, Santa Barbara
Business Economics
Torrey Pines High School
Dustin TenBroeck, CFP® Dustin TenBroeck, CFP®'s Centara Capital Experience April 2008 - June 2012
Job Founder & Wealth Advisor at PRESIDIO CAPITAL MANAGEMENT
Industry Financial Services
Experience
Presidio Capital Management June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital April 2008 - June 2012
AXA Equitable September 2005 - April 2008
Skills
Retirement Income..., Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Registered Investment..., Investment Strategies, Financial Planning, Insurance, Wealth Management, Hedge Funds, Estate Planning, Real Estate, Estate Tax Planning, Tax Planning, Financial Advisory, Investments, Portfolio Management, Retirement
Education
San Diego State University-California State University 2000 — 2005
Busineess Administration, Finance
Mountain View High School
Presidio Capital Management June 2012 - Present
First Allied Securities June 2012 - Present
Centara Capital April 2008 - June 2012
AXA Equitable September 2005 - April 2008
Skills
Retirement Income..., Investment Management, Cash Flow Management, Alternative Investments, Investment Advisory, Registered Investment..., Investment Strategies, Financial Planning, Insurance, Wealth Management, Hedge Funds, Estate Planning, Real Estate, Estate Tax Planning, Tax Planning, Financial Advisory, Investments, Portfolio Management, Retirement
Education
San Diego State University-California State University 2000 — 2005
Busineess Administration, Finance
Mountain View High School
James Klein, CFP® James Klein, CFP®'s Centara Capital Experience December 2007 - Present
Job Advanced Life Case Specialist & Associate Advisor
Industry Financial Services
Experience
Centara Capital December 2007 - Present
LifePro April 2004 - December 2007
LifePro April 2004 - December 2007
TrizecHan Development Corporation November 1998 - December 2002
United States Navy August 1992 - August 1996
Education
San Diego State University-California State University
BS - Financial Services
San Diego State University-California State University
Certificate in Personal Financial Planning
Centara Capital December 2007 - Present
LifePro April 2004 - December 2007
LifePro April 2004 - December 2007
TrizecHan Development Corporation November 1998 - December 2002
United States Navy August 1992 - August 1996
Education
San Diego State University-California State University
BS - Financial Services
San Diego State University-California State University
Certificate in Personal Financial Planning
Johanna Pope Benson Johanna Pope Benson's Centara Capital Experience 2008 - 2008
Job Education and Outreach Manager at Mingei International Museum
Industry Museums and Institutions
Experience
Mingei International Museum December 2008 - Present
Howard Greenberg Gallery February 2005 - March 2008
Centara Capital 2008 - 2008
Museum of Photographic Arts 2000 - 2002
Skills
Teaching, Art, Editing, Museums, Community Outreach, Fine Art, Museum Collections, Curating, Art History, Art Education, Arts Administration, Museum Education, History, Event Planning, Contemporary Art, Nonprofits
Education
University of San Diego 2013 — 2016
Nonprofit Leadership and Management
San Francisco State University 2002 — 2004
BA, Art History
Mingei International Museum December 2008 - Present
Howard Greenberg Gallery February 2005 - March 2008
Centara Capital 2008 - 2008
Museum of Photographic Arts 2000 - 2002
Skills
Teaching, Art, Editing, Museums, Community Outreach, Fine Art, Museum Collections, Curating, Art History, Art Education, Arts Administration, Museum Education, History, Event Planning, Contemporary Art, Nonprofits
Education
University of San Diego 2013 — 2016
Nonprofit Leadership and Management
San Francisco State University 2002 — 2004
BA, Art History
John Shelton John Shelton's Centara Capital Experience October 2004 - August 2010
Job Helping Families Build & Protect Wealth | Ameritas Investment Corporation
Industry Financial Services
Experience
Ameritas Investment Corporation September 2014 - Present
Ameritas Life Insurance Corporation October 2013 - Present
Cetera Advisors LLC December 2010 - July 2012
Centara Capital October 2004 - August 2010
Centerside Capital Management December 2002 - July 2004
Skills
Wealth Management, Investment Advisory, Investment Strategies, Alternative Investments, Financial Advisory, Retirement Planning, Estate Planning, Life Insurance, Fixed Annuities, Mutual Funds, Strategic Financial..., Asset Allocation, Asset Management, Finance, Investments, Financial Planning, Financial Services, Insurance, Disability Insurance, Retirement, Securities, 401k, Series 7, Portfolio Management, IRAs, Series 63
Education
University of Washington 1999 — 2002
Bachelor's Degree
Bellevue College 1997 — 1998
Boston University
Juanita High School
High School
Ameritas Investment Corporation September 2014 - Present
Ameritas Life Insurance Corporation October 2013 - Present
Cetera Advisors LLC December 2010 - July 2012
Centara Capital October 2004 - August 2010
Centerside Capital Management December 2002 - July 2004
Skills
Wealth Management, Investment Advisory, Investment Strategies, Alternative Investments, Financial Advisory, Retirement Planning, Estate Planning, Life Insurance, Fixed Annuities, Mutual Funds, Strategic Financial..., Asset Allocation, Asset Management, Finance, Investments, Financial Planning, Financial Services, Insurance, Disability Insurance, Retirement, Securities, 401k, Series 7, Portfolio Management, IRAs, Series 63
Education
University of Washington 1999 — 2002
Bachelor's Degree
Bellevue College 1997 — 1998
Boston University
Juanita High School
High School
Elizabeth Duffield's Centara Capital Experience 2001 - 2006
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Centara Capital 2001 - 2006
Centara Capital Management Group 2001 - 2006
Skills
Insurance, Marketing Communications, Marketing Strategy, Marketing, Event Management, Account Management
Education
California Polytechnic State University-San Luis Obispo 1982 — 1986
Centara Capital 2001 - 2006
Centara Capital Management Group 2001 - 2006
Skills
Insurance, Marketing Communications, Marketing Strategy, Marketing, Event Management, Account Management
Education
California Polytechnic State University-San Luis Obispo 1982 — 1986
Thomas TJ Schoessow's Centara Capital Experience February 2005 - April 2007
Job System Architect at ScaleMatrix
Industry Information Technology and Services
Experience
ScaleMatrix October 2015 - Present
AIS Data Centers September 2014 - September 2015
Cloud9 Real Time July 2012 - September 2014
Horizon Computer Resources May 2010 - August 2012
RealAge, Inc. March 2008 - December 2009
The I.T. Pros April 2007 - February 2008
Centara Capital February 2005 - April 2007
Skills
VMware, Sonicwall, Firewalls, Blackberry Enterprise..., VPN, DHCP, DNS, VMware ESX, Windows Server, Network Administration, WAN, Cisco Technologies, Cloud Computing, Storage, Virtualization, Servers, Information Technology, Disaster Recovery
Education
University of California, San Diego
ScaleMatrix October 2015 - Present
AIS Data Centers September 2014 - September 2015
Cloud9 Real Time July 2012 - September 2014
Horizon Computer Resources May 2010 - August 2012
RealAge, Inc. March 2008 - December 2009
The I.T. Pros April 2007 - February 2008
Centara Capital February 2005 - April 2007
Skills
VMware, Sonicwall, Firewalls, Blackberry Enterprise..., VPN, DHCP, DNS, VMware ESX, Windows Server, Network Administration, WAN, Cisco Technologies, Cloud Computing, Storage, Virtualization, Servers, Information Technology, Disaster Recovery
Education
University of California, San Diego
Joseph Anderson, CFP®'s Centara Capital Experience 2004 - 2007
Job President at Pure Financial Advisors
Industry Financial Services
Experience
Pure Financial Advisors November 2012 - Present
Pure Financial Advisors November 2007 - November 2012
Centara Capital 2004 - 2007
American Express Financial Advisors 1998 - 2003
Skills
Investments, Financial Planning, Portfolio Management, Investment Advisory, Estate Planning, Financial Advisory, Investment Management, Finance, Wealth, Leadership, Management, Certified Financial..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Asset Management, Tax Planning, Risk Management
Education
San Diego State University-California State University 2004 — 2006
Executive Financial Planner Certificate, Financial Planning and Services
University of Florida 1994 — 1998
Bachelor of Science (BS), Finance, General
Pure Financial Advisors November 2012 - Present
Pure Financial Advisors November 2007 - November 2012
Centara Capital 2004 - 2007
American Express Financial Advisors 1998 - 2003
Skills
Investments, Financial Planning, Portfolio Management, Investment Advisory, Estate Planning, Financial Advisory, Investment Management, Finance, Wealth, Leadership, Management, Certified Financial..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Asset Management, Tax Planning, Risk Management
Education
San Diego State University-California State University 2004 — 2006
Executive Financial Planner Certificate, Financial Planning and Services
University of Florida 1994 — 1998
Bachelor of Science (BS), Finance, General
Brad Herman, CFP®, ChFC®'s Centara Capital Experience July 2006 - February 2009
Job Vice President, Wealth Strategist at Union Bank
Industry Financial Services
Experience
Union Bank July 2014 - Present
Union Bank March 2014 - July 2014
Union Bank April 2013 - March 2014
Union Bank March 2010 - April 2013
Union Bank March 2009 - February 2010
Centara Capital July 2006 - February 2009
MetLife Financial Services February 2004 - June 2006
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investment Management, Investments, High Net Worth..., Finance, Financial Analysis, Wealth, Succession Planning, Retirement Planning, Insurance, Asset Allocation, Wealth Preservation..., Wealth Transfer, Charitable Giving, Financial Planning, Small Business, Real Estate, Estate Tax Planning, Management, Portfolio Management, Financial Advisory
Education
San Diego State University-California State University 2002 — 2006
BS Business Administration, Finance
Union Bank July 2014 - Present
Union Bank March 2014 - July 2014
Union Bank April 2013 - March 2014
Union Bank March 2010 - April 2013
Union Bank March 2009 - February 2010
Centara Capital July 2006 - February 2009
MetLife Financial Services February 2004 - June 2006
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investment Management, Investments, High Net Worth..., Finance, Financial Analysis, Wealth, Succession Planning, Retirement Planning, Insurance, Asset Allocation, Wealth Preservation..., Wealth Transfer, Charitable Giving, Financial Planning, Small Business, Real Estate, Estate Tax Planning, Management, Portfolio Management, Financial Advisory
Education
San Diego State University-California State University 2002 — 2006
BS Business Administration, Finance
Julie Hamilton, CPA's Centara Capital Experience January 2011 - Present
Job Instructor Income Tax at Orange Coast College
Industry Accounting
Experience
Centara Capital January 2011 - Present
Orange Coast College August 2008 - Present
BHJ LLP January 2006 - January 2011
KPMG August 2004 - January 2006
Skills
Financial Reporting, QuickBooks, GAAP, SEC filings, US GAAP, Income Tax, Microsoft Excel, Big 4, Tax Accounting, Auditing, Financial Accounting, Tax Preparation, Tax Returns, IFRS, Financial Analysis
Education
University of California, Santa Barbara 2000 — 2004
Bachelor, Economics w/Emphasis in Accounting
University of California, Santa Barbara 2000 — 2004
Bachelor, Bus / Econ with emphasis in Acctng
Centara Capital January 2011 - Present
Orange Coast College August 2008 - Present
BHJ LLP January 2006 - January 2011
KPMG August 2004 - January 2006
Skills
Financial Reporting, QuickBooks, GAAP, SEC filings, US GAAP, Income Tax, Microsoft Excel, Big 4, Tax Accounting, Auditing, Financial Accounting, Tax Preparation, Tax Returns, IFRS, Financial Analysis
Education
University of California, Santa Barbara 2000 — 2004
Bachelor, Economics w/Emphasis in Accounting
University of California, Santa Barbara 2000 — 2004
Bachelor, Bus / Econ with emphasis in Acctng
Robert Gerhart's Centara Capital Experience May 2009 - Present
Job Director of Tax
Industry Financial Services
Experience
Centara Capital May 2009 - Present
Robert Gerhart, CPA January 2009 - May 2009
Sonic Impact Technologies March 2007 - January 2009
Acucorp 1998 - 2006
Education
California State Polytechnic University-Pomona 1976 — 1978
BSc, Accounting
Centara Capital May 2009 - Present
Robert Gerhart, CPA January 2009 - May 2009
Sonic Impact Technologies March 2007 - January 2009
Acucorp 1998 - 2006
Education
California State Polytechnic University-Pomona 1976 — 1978
BSc, Accounting
Donald McVay's Centara Capital Experience 2007 - 2008
Job Founder, Chairman of the Organizing Committee, and Founding Chairman of the Board of Directors at 1st Pacific Bank
Industry Law Practice
Experience
Rancho Santa Fe Law Group, APC 2007 - Present
1st Pacific Bank 1998 - Present
Centara Capital 2007 - 2008
Bank of America 2005 - 2007
Alliance Legal Group 1990 - 2005
Ross, Dixon & Bell, LLP 1987 - 1990
Higgs Fletcher & Mack 1984 - 1987
Rogers & Wells 1981 - 1984
Education
New York University School of Law 1980 — 1981
LL.M., Taxation
University of Michigan Law School 1974 — 1977
Juris Doctor, Law
Michigan State University 1970 — 1974
Bachelor, Business Administration and Finance
Rancho Santa Fe Law Group, APC 2007 - Present
1st Pacific Bank 1998 - Present
Centara Capital 2007 - 2008
Bank of America 2005 - 2007
Alliance Legal Group 1990 - 2005
Ross, Dixon & Bell, LLP 1987 - 1990
Higgs Fletcher & Mack 1984 - 1987
Rogers & Wells 1981 - 1984
Education
New York University School of Law 1980 — 1981
LL.M., Taxation
University of Michigan Law School 1974 — 1977
Juris Doctor, Law
Michigan State University 1970 — 1974
Bachelor, Business Administration and Finance
LaShawyne Mclin's Centara Capital Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Bridgepoint Education January 2014 - Present
First Allied Securities November 2010 - Present
Centara Capital 2007 - 2009
Skills
Financial Advisory, Securities, Finance, Financial Services, Asset Management, Alternative Investments, 401k, IRAs, Variable Annuities, Wealth Management..., Investments, Mutual Funds, Leadership, Microsoft Office, Public Speaking, Strategic Financial..., Customer Service, Management, Leadership Development, Microsoft Word, PowerPoint, Outlook, Time Management
Education
Ashford University 2010 — 2013
Bachelor's degree, Organizational Management
University of Iowa 1988 — 1989
Finance, Economics
Bridgepoint Education January 2014 - Present
First Allied Securities November 2010 - Present
Centara Capital 2007 - 2009
Skills
Financial Advisory, Securities, Finance, Financial Services, Asset Management, Alternative Investments, 401k, IRAs, Variable Annuities, Wealth Management..., Investments, Mutual Funds, Leadership, Microsoft Office, Public Speaking, Strategic Financial..., Customer Service, Management, Leadership Development, Microsoft Word, PowerPoint, Outlook, Time Management
Education
Ashford University 2010 — 2013
Bachelor's degree, Organizational Management
University of Iowa 1988 — 1989
Finance, Economics
Shannon Hernandez's Centara Capital Experience October 2012 - June 2014
Job Application Consultant at Tridea Partners
Industry Financial Services
Experience
Tridea Partners June 2014 - Present
EquityKey October 2013 - June 2014
Centara Capital October 2012 - June 2014
Goodsell & Company April 2012 - October 2012
RJL Wealth Management, LLC January 2012 - February 2012
RJL Wealth Management, LLC February 2007 - December 2011
Raymond J. Lucia Companies, Inc. August 2006 - January 2007
University of San Diego September 2005 - July 2006
Henry Avocado Corporation May 2005 - August 2005
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, Peachtree, Redtail.com
Education
University of San Diego 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
UCSD 2008 — 2010
Human Resources Certificate, Human Resources
Study Abroad: ITESO University
Tridea Partners June 2014 - Present
EquityKey October 2013 - June 2014
Centara Capital October 2012 - June 2014
Goodsell & Company April 2012 - October 2012
RJL Wealth Management, LLC January 2012 - February 2012
RJL Wealth Management, LLC February 2007 - December 2011
Raymond J. Lucia Companies, Inc. August 2006 - January 2007
University of San Diego September 2005 - July 2006
Henry Avocado Corporation May 2005 - August 2005
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, Peachtree, Redtail.com
Education
University of San Diego 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
UCSD 2008 — 2010
Human Resources Certificate, Human Resources
Study Abroad: ITESO University