Cetera Financial Specialists LLC
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Cetera Financial Specialists LLC Employees
Employee
Years
Job
Industry
Yana Sogolov, CFP® Yana Sogolov, CFP®'s Cetera Financial Specialists LLC Experience March 2012 - Present
Job Senior Sales Consultant
Industry Investment Management
Experience
Cetera Financial Specialists LLC March 2012 - Present
Genworth Financial August 2010 - March 2012
Genworth Financial April 2004 - August 2010
H&R Block 1999 - 2004
Chase Bank August 1997 - January 1999
Skills
Series 7, FINRA, Series 65, Series 24, Series 52, Life & Health, CFP, MBA Finance, New Business Development, Product Management, Problem Solving, Collaboration, Key Account Management, Practice Management, Strategic Consulting, Transition Planning, Recruiting, Investments, Insurance, Territory..., Vendor Management, Salesforce.com, Sales Logix, CRM, Project Management, Health, Fixed Annuities, Certified Financial..., Business Development, Retirement Planning, Financial Services, Securities, Finance, Series 63, Series 6, Retirement, 401k, Uniform Combined State...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA, Finance
University of Chicago Graduate School of Business 2004 — 2005
Master of Business Administration (MBA), Finance, General
HS
HS
Cetera Financial Specialists LLC March 2012 - Present
Genworth Financial August 2010 - March 2012
Genworth Financial April 2004 - August 2010
H&R Block 1999 - 2004
Chase Bank August 1997 - January 1999
Skills
Series 7, FINRA, Series 65, Series 24, Series 52, Life & Health, CFP, MBA Finance, New Business Development, Product Management, Problem Solving, Collaboration, Key Account Management, Practice Management, Strategic Consulting, Transition Planning, Recruiting, Investments, Insurance, Territory..., Vendor Management, Salesforce.com, Sales Logix, CRM, Project Management, Health, Fixed Annuities, Certified Financial..., Business Development, Retirement Planning, Financial Services, Securities, Finance, Series 63, Series 6, Retirement, 401k, Uniform Combined State...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
MBA, Finance
University of Chicago Graduate School of Business 2004 — 2005
Master of Business Administration (MBA), Finance, General
HS
HS
Edward Daoud Ph.D., MBA, EA Edward Daoud Ph.D., MBA, EA's Cetera Financial Specialists LLC Experience November 2011 - Present
Job President & CEO, CAPSTONE Financial & Tax Planning Services
Industry Financial Services
Experience
CETERA Financial Specialists, LLC November 2011 - Present
Cetera Financials November 2011 - Present
Capstone Financial & Tax Planning Services April 2002 - Present
Ameritec Corp. August 1998 - April 2002
Fujitsu BCS February 1995 - August 1998
TRW February 1991 - February 1995
Rockwell Electronic Commerce January 1982 - February 1991
California State University, Fullerton August 1980 - June 1984
Skills
Personal & Corp Tax..., Tax Compliance, Debt Settlement and..., Tax Levy Release and OIC, Estate Tax Planning, Financial & Investment..., Retirement Income..., Strategic Planning, Insurance, Financial Reporting, Corporate Finance, Asset Management, Investments, Finance, Strategic Financial..., Retirement, Asset Managment, Business Development, Management, Leadership, Process Improvement, Strategy, Risk Management, Business Planning, Competitive Analysis, Accounting, Training
Education
University of California, Irvine - The Paul Merage School of Business 1993 — 1995
MBA, FINANCE & CORP. STRATEGY
Concordia University 1975 — 1979
Ph.D., Electrical Engineering & Computer Architecture
Carleton University 1974 — 1975
MSEE, Microwave
CETERA Financial Specialists, LLC November 2011 - Present
Cetera Financials November 2011 - Present
Capstone Financial & Tax Planning Services April 2002 - Present
Ameritec Corp. August 1998 - April 2002
Fujitsu BCS February 1995 - August 1998
TRW February 1991 - February 1995
Rockwell Electronic Commerce January 1982 - February 1991
California State University, Fullerton August 1980 - June 1984
Skills
Personal & Corp Tax..., Tax Compliance, Debt Settlement and..., Tax Levy Release and OIC, Estate Tax Planning, Financial & Investment..., Retirement Income..., Strategic Planning, Insurance, Financial Reporting, Corporate Finance, Asset Management, Investments, Finance, Strategic Financial..., Retirement, Asset Managment, Business Development, Management, Leadership, Process Improvement, Strategy, Risk Management, Business Planning, Competitive Analysis, Accounting, Training
Education
University of California, Irvine - The Paul Merage School of Business 1993 — 1995
MBA, FINANCE & CORP. STRATEGY
Concordia University 1975 — 1979
Ph.D., Electrical Engineering & Computer Architecture
Carleton University 1974 — 1975
MSEE, Microwave
EDWARD COYNE's Cetera Financial Specialists LLC Experience December 2003 - Present
Job CERTIFIED PUBLIC ACCOUNTANT
Industry Accounting
Experience
Cetera Financial Specialists LLC December 2003 - Present
EDWARD B. COYNE CPA PA January 1984 - Present
Skills
Estate Planning, Insurance, Financial Planners, Buy-sell Agreements, Retirement Planning, Strategic Financial..., Retirement, Investments, Securities, Long Term Care Insurance, Fixed Annuities, Mutual Funds, Reinsurance, Long-term Care, Life Insurance, Wealth Management, Financial Planning, Finance, Financial Analysis, Financial Services, Series 7, Small Business
Education
Boston University 1961 — 1964
Bachelor of Laws (LL.B.), Law
Boston University 1958 — 1962
Bachelor of Science (BS)
Brookline High School
Cetera Financial Specialists LLC December 2003 - Present
EDWARD B. COYNE CPA PA January 1984 - Present
Skills
Estate Planning, Insurance, Financial Planners, Buy-sell Agreements, Retirement Planning, Strategic Financial..., Retirement, Investments, Securities, Long Term Care Insurance, Fixed Annuities, Mutual Funds, Reinsurance, Long-term Care, Life Insurance, Wealth Management, Financial Planning, Finance, Financial Analysis, Financial Services, Series 7, Small Business
Education
Boston University 1961 — 1964
Bachelor of Laws (LL.B.), Law
Boston University 1958 — 1962
Bachelor of Science (BS)
Brookline High School
Paul Benjamin Paul Benjamin's Cetera Financial Specialists LLC Experience November 1995 - Present
Job CPA, CFP®, PFS
Industry Financial Services
Experience
Echales, Benjamin & Simkin, L.L.P. November 1988 - Present
EBS Wealth Management Services November 1995 - Present
Cetera Financial Specialists LLC November 1995 - Present
Cetera Financial Specialists LLC November 1995 - Present
Skills
CPA, PFS, Accounting, Investments, Insurance, Securities, Wealth Management, Retirement, Investment Advisory..., Retirement Planning, Estate Planning, Financial Planners, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Long-term Care, IRAs, Roth IRA, 401k Rollovers, 401k, Life Insurance, College Savings Plans
Education
Northern Illinois University - College of Business 1978 — 1982
Bachelor of Science (B.S.), Accounting and Finance
Echales, Benjamin & Simkin, L.L.P. November 1988 - Present
EBS Wealth Management Services November 1995 - Present
Cetera Financial Specialists LLC November 1995 - Present
Cetera Financial Specialists LLC November 1995 - Present
Skills
CPA, PFS, Accounting, Investments, Insurance, Securities, Wealth Management, Retirement, Investment Advisory..., Retirement Planning, Estate Planning, Financial Planners, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Long-term Care, IRAs, Roth IRA, 401k Rollovers, 401k, Life Insurance, College Savings Plans
Education
Northern Illinois University - College of Business 1978 — 1982
Bachelor of Science (B.S.), Accounting and Finance
Bradley A. Mentzer Bradley A. Mentzer's Cetera Financial Specialists LLC Experience December 1998 - Present
Job CPA and Financial Adviser
Industry Financial Services
Experience
Cetera Investment Advisers LLC January 2002 - Present
Cetera Financial Specialists LLC December 1998 - Present
Bradley A. Mentzer, CPA September 1993 - Present
Skills
Retirement, Financial Planners, Investments, Income Tax, Individual income tax..., Long Term Care Insurance, Insurance, Retirement Planning, Variable Annuities
Education
Liberty University 1989 — 1992
Bachelor of Science (B.S.), Accounting
Central Pennsylvania College 1985 — 1986
Associate in Specialized Business, Accounting
Cetera Investment Advisers LLC January 2002 - Present
Cetera Financial Specialists LLC December 1998 - Present
Bradley A. Mentzer, CPA September 1993 - Present
Skills
Retirement, Financial Planners, Investments, Income Tax, Individual income tax..., Long Term Care Insurance, Insurance, Retirement Planning, Variable Annuities
Education
Liberty University 1989 — 1992
Bachelor of Science (B.S.), Accounting
Central Pennsylvania College 1985 — 1986
Associate in Specialized Business, Accounting
Gina Mann, EA Gina Mann, EA's Cetera Financial Specialists LLC Experience June 2001 - December 2014
Job Enrolled Agent
Industry Accounting
Experience
Freedom Financial Solutions January 1989 - Present
Cetera Financial Specialists LLC June 2001 - December 2014
New York State PTA April 2010 - May 2011
Wappingers PTA Council 2007 - 2009
Sheafe Road PTA 2004 - 2009
H&R Block November 1987 - May 1991
Perelson Johnson and Rones October 1987 - September 1988
Liberty Mutual Insurance January 1987 - January 1988
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Strategic Financial..., Financial Planners, Insurance, Life Insurance, Personal Income Tax..., Tax Audit Representation, Small Business Tax, Corporate Tax, Medicare Advantage, Medicare Part D, Employee Benefits, Tax Preparation, Tax, Series 6, Securities, Small Business, Estate Planning, Income Tax
Education
LIU Post 1984 — 1987
BS, Accounting, Minor Finance
Boston University 2011 — 2013
Certificate in Financial Planning, Financial Planning and Services
Dutchess Community College 1982 — 1984
AS, Business Administration
Roy C Ketcham High School 1980 — 1982
Freedom Financial Solutions January 1989 - Present
Cetera Financial Specialists LLC June 2001 - December 2014
New York State PTA April 2010 - May 2011
Wappingers PTA Council 2007 - 2009
Sheafe Road PTA 2004 - 2009
H&R Block November 1987 - May 1991
Perelson Johnson and Rones October 1987 - September 1988
Liberty Mutual Insurance January 1987 - January 1988
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Strategic Financial..., Financial Planners, Insurance, Life Insurance, Personal Income Tax..., Tax Audit Representation, Small Business Tax, Corporate Tax, Medicare Advantage, Medicare Part D, Employee Benefits, Tax Preparation, Tax, Series 6, Securities, Small Business, Estate Planning, Income Tax
Education
LIU Post 1984 — 1987
BS, Accounting, Minor Finance
Boston University 2011 — 2013
Certificate in Financial Planning, Financial Planning and Services
Dutchess Community College 1982 — 1984
AS, Business Administration
Roy C Ketcham High School 1980 — 1982
James W Hogan's Cetera Financial Specialists LLC Experience November 2012 - Present
Job Registered Representative, Cetera Financial Specialists, LLC; Investment Adviser Rep, Cetera Investment Advisers, LLC
Industry Financial Services
Experience
Cetera Financial Specialists, LLC November 2012 - Present
Hogan & Company CPAs July 1986 - Present
Genworth Financial Advisers Corp March 1998 - October 2012
Skills
401k Rollovers, Financial Planning, Insurance, Securities, Long Term Care, Retirement, Investments, Wealth, Tax, Annuities, Asset Allocation, Mutual Funds, Retirement Planning, Disability Insurance, High Net Worth..., Small Business, Medicare Supplements, Health Insurance, IRA's, Series 7, Term Life Insurance, Fixed Annuities, Long-term Care, Strategic Financial..., Estate Planning, FINRA, Financial Planners, Wealth Management, Finance, Investment Advisory..., Employee Benefits, Roth IRA, Long Term Care Insurance, Life Insurance, Wealth Accumulation, Financial Advisory, Mortgage Lending, Universal Life, Variable Annuities, Investment Advisory, Series 63, Whole Life, Series 6, Personal Finance, College Savings Plans, 401k, Investment Strategies, IRAs, Series 65, Investment Management
Education
College for Financial Planning 1996 — 1997
CFP, CFP Professional Education Program
University of Illinois at Chicago 1979 — 1982
Bachelor of Science, Accounting
Cetera Financial Specialists, LLC November 2012 - Present
Hogan & Company CPAs July 1986 - Present
Genworth Financial Advisers Corp March 1998 - October 2012
Skills
401k Rollovers, Financial Planning, Insurance, Securities, Long Term Care, Retirement, Investments, Wealth, Tax, Annuities, Asset Allocation, Mutual Funds, Retirement Planning, Disability Insurance, High Net Worth..., Small Business, Medicare Supplements, Health Insurance, IRA's, Series 7, Term Life Insurance, Fixed Annuities, Long-term Care, Strategic Financial..., Estate Planning, FINRA, Financial Planners, Wealth Management, Finance, Investment Advisory..., Employee Benefits, Roth IRA, Long Term Care Insurance, Life Insurance, Wealth Accumulation, Financial Advisory, Mortgage Lending, Universal Life, Variable Annuities, Investment Advisory, Series 63, Whole Life, Series 6, Personal Finance, College Savings Plans, 401k, Investment Strategies, IRAs, Series 65, Investment Management
Education
College for Financial Planning 1996 — 1997
CFP, CFP Professional Education Program
University of Illinois at Chicago 1979 — 1982
Bachelor of Science, Accounting
Edward P. Bullock, CLU, ChFC's Cetera Financial Specialists LLC Experience October 2005 - Present
Job Financial Specialist at Cetera FInancial Specialists, LLC
Industry Financial Services
Experience
Bullock Financial Services, LLC August 2007 - Present
Cetera Financial Specialists, LLC October 2005 - Present
Skills
Investments, 401k, Customer Service, Retirement Planning, Finance, Insurance, Mutual Funds, Disability Insurance, Financial Advisory, Financial Services
Education
Rider University 1970 — 1973
BA, Sociology
American College
Chartered FInancial Consultant, Chartered Life Underwriter, Financial Planning, Life Insurance, Estate Planning, Investments, Economics.
Bullock Financial Services, LLC August 2007 - Present
Cetera Financial Specialists, LLC October 2005 - Present
Skills
Investments, 401k, Customer Service, Retirement Planning, Finance, Insurance, Mutual Funds, Disability Insurance, Financial Advisory, Financial Services
Education
Rider University 1970 — 1973
BA, Sociology
American College
Chartered FInancial Consultant, Chartered Life Underwriter, Financial Planning, Life Insurance, Estate Planning, Investments, Economics.
Frank J. Convertini Frank J. Convertini's Cetera Financial Specialists LLC Experience September 2005 - Present
Job Financial Adviser at Cetera Financial Specialists LLC
Industry Financial Services
Experience
Cetera Investment Advisers, LLC November 2009 - Present
Cetera Financial Specialists LLC September 2005 - Present
Wetter & Convertini, CPA LLC January 1996 - Present
Finkle & Co. 1978 - 1990
Skills
Investments, Estate Planning
Education
Bergen Catholic HS 1968 — 1972
Fairleigh Dickinson University
BS, Accounting
Cetera Investment Advisers, LLC November 2009 - Present
Cetera Financial Specialists LLC September 2005 - Present
Wetter & Convertini, CPA LLC January 1996 - Present
Finkle & Co. 1978 - 1990
Skills
Investments, Estate Planning
Education
Bergen Catholic HS 1968 — 1972
Fairleigh Dickinson University
BS, Accounting
Gordon Voorhees Gordon Voorhees's Cetera Financial Specialists LLC Experience January 2000 - Present
Job Dedicated to helping clients achieve financial goals.
Industry Financial Services
Experience
Cetera Financial Specialists LLC January 2000 - Present
Gordon Voorhees Inc January 1983 - Present
Skills
Tax-planning, Insurance Planning, Investments, Retirement Planning, College Planning, Financial Planning
Education
New York University, Business and Accounting Major
Cetera Financial Specialists LLC January 2000 - Present
Gordon Voorhees Inc January 1983 - Present
Skills
Tax-planning, Insurance Planning, Investments, Retirement Planning, College Planning, Financial Planning
Education
New York University, Business and Accounting Major
Jason Bruxvoort Jason Bruxvoort's Cetera Financial Specialists LLC Experience May 2011 - Present
Job Financial Adviser at Stepping Stone Financial
Industry Financial Services
Experience
Stepping Stone Financial May 2011 - Present
Cetera Financial Specialists, LLC May 2011 - Present
Cetera Investment Advisers, LLC May 2011 - Present
MetLife March 2009 - May 2011
Morgan Stanley Smith Barney January 2007 - March 2009
Skills
Insurance, Fixed Annuities, Series 7, Uniform Combined State..., Variable Annuities, Life Insurance, Long Term Care Insurance, Financial Analysis, Long-term Care, Life & Health Insurance..., 401k Rollovers, 529 Plans
Education
Trinity Christian College 1995 — 1999
Bachelor of Science, Business Administration
Stepping Stone Financial May 2011 - Present
Cetera Financial Specialists, LLC May 2011 - Present
Cetera Investment Advisers, LLC May 2011 - Present
MetLife March 2009 - May 2011
Morgan Stanley Smith Barney January 2007 - March 2009
Skills
Insurance, Fixed Annuities, Series 7, Uniform Combined State..., Variable Annuities, Life Insurance, Long Term Care Insurance, Financial Analysis, Long-term Care, Life & Health Insurance..., 401k Rollovers, 529 Plans
Education
Trinity Christian College 1995 — 1999
Bachelor of Science, Business Administration
Debra Clark-Miller Debra Clark-Miller's Cetera Financial Specialists LLC Experience December 1999 - Present
Job CPA at DeLong & Brower, PC
Industry Accounting
Experience
Cetera Financial Specialists LLC December 1999 - Present
DeLong & Brower, PC December 1993 - Present
Community Foundation of the Holland/Zeeland Area May 2008 - July 2013
Skills
Individual Taxation, Corporate taxation &..., Not-for-profit taxation..., Corporate Finance, Small Business, Tax, Auditing, Investments, Finance, Nonprofits, Financial Reporting, Insurance, Tax Preparation, Accounting, QuickBooks, Income Tax, General Ledger, Tax Returns
Education
Lawrence Technological University 1971 — 1973
Bachelor's Degree, Business Administration with Major in Accounting
Cetera Financial Specialists LLC December 1999 - Present
DeLong & Brower, PC December 1993 - Present
Community Foundation of the Holland/Zeeland Area May 2008 - July 2013
Skills
Individual Taxation, Corporate taxation &..., Not-for-profit taxation..., Corporate Finance, Small Business, Tax, Auditing, Investments, Finance, Nonprofits, Financial Reporting, Insurance, Tax Preparation, Accounting, QuickBooks, Income Tax, General Ledger, Tax Returns
Education
Lawrence Technological University 1971 — 1973
Bachelor's Degree, Business Administration with Major in Accounting
Adam McKay Adam McKay's Cetera Financial Specialists LLC Experience August 2010 - Present
Job CPA / Financial Adviser
Industry Accounting
Experience
Cetera Investment Advisers, LLC December 2010 - Present
Cetera Financial Specialists, LLC August 2010 - Present
Nelson & McKay CPA's, LLC January 2010 - Present
Pender Newkirk & Company June 2005 - January 2010
MetLife June 2004 - June 2005
AEGON August 2001 - June 2004
Skills
Strategic Financial..., Investments, Financial Planners, Tax, Retirement Planning, Asset Management, Accounting, CPA, Finance, Financial Accounting, Income Tax, Retirement, Mergers & Acquisitions, Mutual Funds, Insurance, Financial Planning, Management, Financial Reporting, Financial Analysis
Education
University of South Florida - College of Business Administration 1999 — 2003
Bachelor's, Accounting
University of South Florida-St. Petersburg Campus 1999 — 2003
Master's, Accounting
Cetera Investment Advisers, LLC December 2010 - Present
Cetera Financial Specialists, LLC August 2010 - Present
Nelson & McKay CPA's, LLC January 2010 - Present
Pender Newkirk & Company June 2005 - January 2010
MetLife June 2004 - June 2005
AEGON August 2001 - June 2004
Skills
Strategic Financial..., Investments, Financial Planners, Tax, Retirement Planning, Asset Management, Accounting, CPA, Finance, Financial Accounting, Income Tax, Retirement, Mergers & Acquisitions, Mutual Funds, Insurance, Financial Planning, Management, Financial Reporting, Financial Analysis
Education
University of South Florida - College of Business Administration 1999 — 2003
Bachelor's, Accounting
University of South Florida-St. Petersburg Campus 1999 — 2003
Master's, Accounting
John V. Pezzullo John V. Pezzullo's Cetera Financial Specialists LLC Experience 2005 - Present
Job CPA Wealth Manager and Financial Adviser
Industry Financial Services
Experience
Jonlyn & Associates, Inc. January 1989 - Present
Cetera Financial Specialists LLC 2005 - Present
Cetera Financial Specialists LLC 2000 - Present
Bolingbrook Area Chamber of Commerce November 2009 - March 2014
Western Dupage Chamber of Commerce June 2000 - 2012
Wheaton Chamber of Commerce June 1994 - 2010
Efengee Electrical Supply Company Inc May 1986 - June 1991
Fox and Company CPA's June 1981 - May 1986
Skills
Estate Planning, Small Business, ERISA, Retirement Planning, Strategic Financial..., Insurance, Tax, 401k, Financial Planners, Investments, Investment Advisory, Wealth Management, Auditing, Accounting, Non-profits, Profit Sharing Plans, Tax Preparation, Account Reconciliation, Financial Reporting, Accounts Receivable, Profit Sharing, Nonprofits, QuickBooks, Financial Statements, IRAs, Financial Planning, CPA, Finance
Education
DePaul University 1976 — 1979
BS, Accountancy
University of Illinois at Urbana-Champaign 1974 — 1976
Biology
Proviso West High School 1970 — 1974
Jonlyn & Associates, Inc. January 1989 - Present
Cetera Financial Specialists LLC 2005 - Present
Cetera Financial Specialists LLC 2000 - Present
Bolingbrook Area Chamber of Commerce November 2009 - March 2014
Western Dupage Chamber of Commerce June 2000 - 2012
Wheaton Chamber of Commerce June 1994 - 2010
Efengee Electrical Supply Company Inc May 1986 - June 1991
Fox and Company CPA's June 1981 - May 1986
Skills
Estate Planning, Small Business, ERISA, Retirement Planning, Strategic Financial..., Insurance, Tax, 401k, Financial Planners, Investments, Investment Advisory, Wealth Management, Auditing, Accounting, Non-profits, Profit Sharing Plans, Tax Preparation, Account Reconciliation, Financial Reporting, Accounts Receivable, Profit Sharing, Nonprofits, QuickBooks, Financial Statements, IRAs, Financial Planning, CPA, Finance
Education
DePaul University 1976 — 1979
BS, Accountancy
University of Illinois at Urbana-Champaign 1974 — 1976
Biology
Proviso West High School 1970 — 1974
Francisco Fuentes, CFP®'s Cetera Financial Specialists LLC Experience November 2005 - Present
Job Registered Representative at Cetera Financial Specialists LLC
Industry Investment Management
Experience
Cetera Financial Specialists LLC November 2005 - Present
Compass Wealth Management, LLC March 2008 - May 2009
National Life of Vermont January 2005 - November 2005
VALIC and AIG Annuity October 2000 - September 2004
SunTrust Investment Services August 1999 - September 2000
Skills
Retirement Planning, Insurance, Estate Planning, Financial Services, Investments, Asset Allocation, Investment Advisory, Life Insurance, Finance, Portfolio Management, Series 7
Education
Florida International University - College of Business 1988 — 1994
BBA, Marketing and International Business
Belen Jesuit Preparatory School 1982 — 1988
Cetera Financial Specialists LLC November 2005 - Present
Compass Wealth Management, LLC March 2008 - May 2009
National Life of Vermont January 2005 - November 2005
VALIC and AIG Annuity October 2000 - September 2004
SunTrust Investment Services August 1999 - September 2000
Skills
Retirement Planning, Insurance, Estate Planning, Financial Services, Investments, Asset Allocation, Investment Advisory, Life Insurance, Finance, Portfolio Management, Series 7
Education
Florida International University - College of Business 1988 — 1994
BBA, Marketing and International Business
Belen Jesuit Preparatory School 1982 — 1988
Milton Cooley Milton Cooley's Cetera Financial Specialists LLC Experience January 2001 - Present
Job Financial Advisor at Cetera Financial Specialists LLC
Industry Financial Services
Experience
Cetera Financial Specialists LLC January 2001 - Present
Tax On Wheels, LLC January 1991 - Present
Skills
Retirement Planning, Tax Preparation, Tax Returns, Investments, Strategic Financial..., Finance
Education
University of South Carolina - Darla Moore School of Business 1978 — 1982
BS, Finance
Cetera Financial Specialists LLC January 2001 - Present
Tax On Wheels, LLC January 1991 - Present
Skills
Retirement Planning, Tax Preparation, Tax Returns, Investments, Strategic Financial..., Finance
Education
University of South Carolina - Darla Moore School of Business 1978 — 1982
BS, Finance
Raymond W. Weber Raymond W. Weber's Cetera Financial Specialists LLC Experience 1992 - Present
Job Owner, Weber Accounting and Investment Services, LLC
Industry Accounting
Experience
Cetera Financial Specialists, LLC 1992 - Present
Cetera Financial Specialists, LLC 1992 - Present
Weber Accounting and Investment Services, LLC 1983 - Present
Hofmann, Imig and Gemberling C.P.A. 1975 - 1982
Skills
Accounting, Retirement, Insurance, Wealth Management, Securities, Small Business, Retirement Planning, Long Term Care, Annuities, IRA's, Insurance Planning, Estate Planning, Long-term Care, Mutual Funds, Investment Advisory, Financial Advisory, Retirement Income..., Investments, Asset Allocation, Series 7, Pensions, Employee Benefits, Investment Strategies, Charitable Giving, Asset Management, Reporting & Analysis, Tax, Financial Analysis, Stocks, Personal Finance, Strategic Financial..., Finance, Financial Planners, Tax Preparation, 401k, Series 63, Long Term Care Insurance, Financial Planning
Education
Illinois State University 1973 — 1975
Bachelor of Science in Accounting
Illinois Valley Community College 1971 — 1973
US Army Vietnam Veteran 1969 — 1971
Cetera Financial Specialists, LLC 1992 - Present
Cetera Financial Specialists, LLC 1992 - Present
Weber Accounting and Investment Services, LLC 1983 - Present
Hofmann, Imig and Gemberling C.P.A. 1975 - 1982
Skills
Accounting, Retirement, Insurance, Wealth Management, Securities, Small Business, Retirement Planning, Long Term Care, Annuities, IRA's, Insurance Planning, Estate Planning, Long-term Care, Mutual Funds, Investment Advisory, Financial Advisory, Retirement Income..., Investments, Asset Allocation, Series 7, Pensions, Employee Benefits, Investment Strategies, Charitable Giving, Asset Management, Reporting & Analysis, Tax, Financial Analysis, Stocks, Personal Finance, Strategic Financial..., Finance, Financial Planners, Tax Preparation, 401k, Series 63, Long Term Care Insurance, Financial Planning
Education
Illinois State University 1973 — 1975
Bachelor of Science in Accounting
Illinois Valley Community College 1971 — 1973
US Army Vietnam Veteran 1969 — 1971
Pam Prestinario Pam Prestinario's Cetera Financial Specialists LLC Experience October 1994 - Present
Job CPA at Jonker & Associates
Industry Accounting
Experience
Jonker & Associates June 1994 - Present
Cetera Financial Specialists LLC October 1994 - Present
Laventhal & Horwath May 1981 - July 1981
Wolf & Company 1977 - 1981
Skills
Accounting, QuickBooks, Finance, Securities, Microsoft Word, Tax, Financial Reporting, Customer Service, CPA, Financial Analysis, Microsoft Excel, Insurance
Education
Lewis University 1973 — 1976
BS, Accounting
Aurora Central Catholic High School 1969 — 1973
Jonker & Associates June 1994 - Present
Cetera Financial Specialists LLC October 1994 - Present
Laventhal & Horwath May 1981 - July 1981
Wolf & Company 1977 - 1981
Skills
Accounting, QuickBooks, Finance, Securities, Microsoft Word, Tax, Financial Reporting, Customer Service, CPA, Financial Analysis, Microsoft Excel, Insurance
Education
Lewis University 1973 — 1976
BS, Accounting
Aurora Central Catholic High School 1969 — 1973
Jamie Priest Jamie Priest's Cetera Financial Specialists LLC Experience December 2013 - Present
Job Personal Financial Adviser at Cetera Financial Specialists LLC
Industry Investment Management
Experience
Cetera Financial Specialists LLC December 2013 - Present
Merrill Lynch April 2012 - November 2013
PNC Wealth Management November 2003 - February 2012
Fidelity Investments September 1997 - September 2002
Westminster Financial Capital Inc. December 1995 - August 1997
Alldata October 1991 - September 1995
Education
Connecticut College 1971 — 1975
BA, American Studies
Cetera Financial Specialists LLC December 2013 - Present
Merrill Lynch April 2012 - November 2013
PNC Wealth Management November 2003 - February 2012
Fidelity Investments September 1997 - September 2002
Westminster Financial Capital Inc. December 1995 - August 1997
Alldata October 1991 - September 1995
Education
Connecticut College 1971 — 1975
BA, American Studies
Robert Echales Robert Echales's Cetera Financial Specialists LLC Experience November 1995 - Present
Job CPA, PFS
Industry Financial Services
Experience
Echales, Benjamin & Simkin, L.L.P. November 1988 - Present
EBS Wealth Management Services November 1995 - Present
Cetera Financial Specialists LLC November 1995 - Present
Cetera Financial Specialists LLC November 1995 - Present
Skills
CPA, PFS, Accounting, Investments, Tax Preparation, Insurance, Wealth Management, Retirement, Investment Advisory..., Retirement Planning, Estate Planning, Fixed Annuities, Variable Annuities, Long Term Care Insurance, IRAs, Roth IRA, 401k, 401k rol, Life Insurance, College Savings Plans
Education
Northern Illinois University - College of Business 1975 — 1979
Bachelor of Science (B.S.), Accounting
Echales, Benjamin & Simkin, L.L.P. November 1988 - Present
EBS Wealth Management Services November 1995 - Present
Cetera Financial Specialists LLC November 1995 - Present
Cetera Financial Specialists LLC November 1995 - Present
Skills
CPA, PFS, Accounting, Investments, Tax Preparation, Insurance, Wealth Management, Retirement, Investment Advisory..., Retirement Planning, Estate Planning, Fixed Annuities, Variable Annuities, Long Term Care Insurance, IRAs, Roth IRA, 401k, 401k rol, Life Insurance, College Savings Plans
Education
Northern Illinois University - College of Business 1975 — 1979
Bachelor of Science (B.S.), Accounting
Alan Nastali CPA/PFS, CFP® Alan Nastali CPA/PFS, CFP®'s Cetera Financial Specialists LLC Experience 1998 - Present
Job Nastali Financial Services, Ltd.
Industry Financial Services
Experience
Nastali Financial Services, Ltd. 1998 - Present
Cetera Financial Specialists, LLC 1998 - Present
Spring-Align January 2008 - Present
Skills
Financial Services, Strategy, Strategic Financial..., Health Insurance, CPA, Estate Planning, Account Management
Education
University of Illinois at Chicago 1993 — 1998
Accounting, Accounting
Nastali Financial Services, Ltd. 1998 - Present
Cetera Financial Specialists, LLC 1998 - Present
Spring-Align January 2008 - Present
Skills
Financial Services, Strategy, Strategic Financial..., Health Insurance, CPA, Estate Planning, Account Management
Education
University of Illinois at Chicago 1993 — 1998
Accounting, Accounting
Rob Jonker Rob Jonker's Cetera Financial Specialists LLC Experience October 1993 - Present
Job Managing Partner of Jonker & Associates
Industry Accounting
Experience
Jonker & Associates June 1977 - Present
Cetera Financial Specialists LLC October 1993 - Present
Capital Wealth Management Inc. September 1993 - Present
Skills
QuickBooks, Tax, Finance, Real Estate, Securities, Wealth Management, Public Accounting, Accounting, Financial Analysis, Financial Planning, Financial Services, Insurance, Investments, Retirement Planning, Strategic Planning
Education
University of Illinois at Chicago
Bachelor of Science, Accounting
Jonker & Associates June 1977 - Present
Cetera Financial Specialists LLC October 1993 - Present
Capital Wealth Management Inc. September 1993 - Present
Skills
QuickBooks, Tax, Finance, Real Estate, Securities, Wealth Management, Public Accounting, Accounting, Financial Analysis, Financial Planning, Financial Services, Insurance, Investments, Retirement Planning, Strategic Planning
Education
University of Illinois at Chicago
Bachelor of Science, Accounting
Michael J. Mital Michael J. Mital's Cetera Financial Specialists LLC Experience January 2014 - Present
Job Registered Investment Advisor at Cetera Financial Specialists LLC
Industry Financial Services
Experience
H&R Block December 2013 - Present
Cetera Financial Specialists LLC January 2014 - Present
Cetera Financial Specialists LLC October 2013 - December 2013
Northwestern Mutual May 2010 - October 2013
Pace University 2007 - 2011
Skills
Franklin Lakes...
Education
Pace University - Lubin School of Business 2007 — 2011
BBA Accounting
Indian Hills High School
H&R Block December 2013 - Present
Cetera Financial Specialists LLC January 2014 - Present
Cetera Financial Specialists LLC October 2013 - December 2013
Northwestern Mutual May 2010 - October 2013
Pace University 2007 - 2011
Skills
Franklin Lakes...
Education
Pace University - Lubin School of Business 2007 — 2011
BBA Accounting
Indian Hills High School
Glenn Branum Glenn Branum's Cetera Financial Specialists LLC Experience December 2009 - Present
Job Principal / Owner Branum & Company, P.C.
Industry Accounting
Experience
Branum & Company, P.C. October 2003 - Present
Branum Wealth Management, LLC December 2009 - Present
Cetera Investment Advisers, LLC December 2009 - Present
Cetera Financial Specialists, LLC December 2009 - Present
Jackson Thornton November 1978 - September 2003
Education
Troy University 1975 — 1978
Bachelor of Science (BS), Accounting
Branum & Company, P.C. October 2003 - Present
Branum Wealth Management, LLC December 2009 - Present
Cetera Investment Advisers, LLC December 2009 - Present
Cetera Financial Specialists, LLC December 2009 - Present
Jackson Thornton November 1978 - September 2003
Education
Troy University 1975 — 1978
Bachelor of Science (BS), Accounting
Bruce Melling Bruce Melling's Cetera Financial Specialists LLC Experience May 2004 - Present
Job President/CEO at Bruce H. Melling, CPA, PFS, CFP®
Industry Financial Services
Experience
Cetera Financial Specialists, LLC May 2004 - Present
Cetera Investment Advisers, LLC May 2004 - Present
Bruce H. Melling, CPA, PFS, CFP® October 1976 - Present
Skills
CPA, Personal Financial..., Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, IRAs, Retirement Plan..., Retirement Needs..., Retirement Income..., Wealth Preservation..., Estate Planning, Variable Annuities, Income Annuities, Tax Advisory, Tax Preparation, IRS Representation, Wealth Management, Comprehensive Financial..., FINRA
Education
University of Illinois at Chicago 1968 — 1972
BS, Accounting
Cetera Financial Specialists, LLC May 2004 - Present
Cetera Investment Advisers, LLC May 2004 - Present
Bruce H. Melling, CPA, PFS, CFP® October 1976 - Present
Skills
CPA, Personal Financial..., Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, IRAs, Retirement Plan..., Retirement Needs..., Retirement Income..., Wealth Preservation..., Estate Planning, Variable Annuities, Income Annuities, Tax Advisory, Tax Preparation, IRS Representation, Wealth Management, Comprehensive Financial..., FINRA
Education
University of Illinois at Chicago 1968 — 1972
BS, Accounting
James Hanlon CPA James Hanlon CPA's Cetera Financial Specialists LLC Experience 1996 - Present
Job Financial Adviser at Cetera Financial Specialists LLC
Industry Financial Services
Experience
James E. Hanlon, CPA January 1996 - Present
Cetera Financial Specialists LLC 1996 - Present
Cetera Financial Specialists LLC 1996 - Present
AT&T 1981 - 1996
KPMG 1974 - 1980
Skills
Accounting, Strategic Financial..., Finance, Investments, Insurance, Tax, Securities, Small Business, FINRA, Fixed Annuities, CPA, Management Consulting, Retirement, Mutual Funds, Series 7, Retirement Planning, Estate Planning
Education
Fairleigh Dickinson University
MS-Taxation, Taxaton
Rutgers Graduate School of Business
MBA, Accounting
Rutgers University - NCAS
BA, Political Science
James E. Hanlon, CPA January 1996 - Present
Cetera Financial Specialists LLC 1996 - Present
Cetera Financial Specialists LLC 1996 - Present
AT&T 1981 - 1996
KPMG 1974 - 1980
Skills
Accounting, Strategic Financial..., Finance, Investments, Insurance, Tax, Securities, Small Business, FINRA, Fixed Annuities, CPA, Management Consulting, Retirement, Mutual Funds, Series 7, Retirement Planning, Estate Planning
Education
Fairleigh Dickinson University
MS-Taxation, Taxaton
Rutgers Graduate School of Business
MBA, Accounting
Rutgers University - NCAS
BA, Political Science
Khanh Lowery's Cetera Financial Specialists LLC Experience January 2000 - Present
Job Registered Investment Advisor at Cetera Financial Specialists LLC
Industry Accounting
Experience
Cetera Financial Specialists LLC January 2000 - Present
Lowery, Weldon & Company, CPAs, P.A. August 1994 - Present
Skills
Tax, Accounting, Tax Returns, Investments, Estate Planning, CPA, Auditing, Strategic Planning, Financial Planners, QuickBooks
Education
University of South Florida 1985 — 1988
Cetera Financial Specialists LLC January 2000 - Present
Lowery, Weldon & Company, CPAs, P.A. August 1994 - Present
Skills
Tax, Accounting, Tax Returns, Investments, Estate Planning, CPA, Auditing, Strategic Planning, Financial Planners, QuickBooks
Education
University of South Florida 1985 — 1988
Joshua Newes's Cetera Financial Specialists LLC Experience 2012 - Present
Job Regional Planning Specialist at Cetera Financial Specialists LLC
Industry Financial Services
Experience
Cetera Financial Specialists LLC 2012 - Present
Genworth Financial Investment Services (A Cetera Company) September 2010 - 2012
Genworth Financial 2004 - 2010
Jackson National Life 2002 - 2004
Skills
Fixed Annuities, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Asset Allocation, Finance, Financial Advisory, Financial Planning, Financial Services, Insurance, Investments, Life Insurance, Long-term Care, Retirement, Series 6, Uniform Combined State...
Education
St. Norbert College 1993 — 1997
Cetera Financial Specialists LLC 2012 - Present
Genworth Financial Investment Services (A Cetera Company) September 2010 - 2012
Genworth Financial 2004 - 2010
Jackson National Life 2002 - 2004
Skills
Fixed Annuities, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Asset Allocation, Finance, Financial Advisory, Financial Planning, Financial Services, Insurance, Investments, Life Insurance, Long-term Care, Retirement, Series 6, Uniform Combined State...
Education
St. Norbert College 1993 — 1997
Lloyd Kent's Cetera Financial Specialists LLC Experience 2001 - Present
Job Lloyd E Kent, CPA/PFS
Industry Accounting
Experience
Lloyd E Kent CPA/PFS October 1991 - Present
Cetera Financial Specialists, LLC 2001 - Present
Skills
Accounting, Income Tax, Small Business, Financial Statements, Financial Reporting, Budgets, Tax, Investments, Portfolio Management, Personal Financial...
Education
Arizona State University, W. P. Carey School of Business
Lloyd E Kent CPA/PFS October 1991 - Present
Cetera Financial Specialists, LLC 2001 - Present
Skills
Accounting, Income Tax, Small Business, Financial Statements, Financial Reporting, Budgets, Tax, Investments, Portfolio Management, Personal Financial...
Education
Arizona State University, W. P. Carey School of Business
Willard L. Wooten's Cetera Financial Specialists LLC Experience November 2012 - Present
Job Financial Adviser at Cetera Financial Specialists LLC
Industry Financial Services
Experience
Cetera Financial Specialists LLC November 2012 - Present
Genworth Financial Securities Corp 1999 - 2012
SNCG 2009 - 2010
Skills
Employee Benefits, Securities
Education
North Carolina Central University
BS, Chemistry
Pepperdine University
MBA, Business Management
Cetera Financial Specialists LLC November 2012 - Present
Genworth Financial Securities Corp 1999 - 2012
SNCG 2009 - 2010
Skills
Employee Benefits, Securities
Education
North Carolina Central University
BS, Chemistry
Pepperdine University
MBA, Business Management
Peter McLellan's Cetera Financial Specialists LLC Experience 2008 - Present
Job Investment Advisor Representative at Genworth Financial Securities Corp
Industry Financial Services
Experience
Cetera Financial Specialists LLC 2008 - Present
Siemens Enterprise Networks 1994 - 2001
Education
University of Colorado at Boulder 1972 — 1974
Master of Business Administration (M.B.A.), Marketing
University of Colorado at Boulder 1967 — 1971
Bachelor of Science (B.S.), Accounting
Cetera Financial Specialists LLC 2008 - Present
Siemens Enterprise Networks 1994 - 2001
Education
University of Colorado at Boulder 1972 — 1974
Master of Business Administration (M.B.A.), Marketing
University of Colorado at Boulder 1967 — 1971
Bachelor of Science (B.S.), Accounting
Larry Kachel's Cetera Financial Specialists LLC Experience November 2004 - Present
Job Investment Adviser Representative at Cetera Financial Specialists/Kachel Financial Group
Industry Financial Services
Experience
Cetera Financial Specialists, LLC November 2004 - Present
Genworth Financial 2004 - November 2012
SunAmerica 1998 - 2004
Skills
Financial Planners, Estate Planning, Retirement Plan..., Qualified Retirement..., Banking, Insurance, Life Insurance, Fixed Annuities, Long Term Care Insurance, Financial Analysis, Public Speaking
Education
Marquette University Law School 1979 — 1982
JD, Law
University of Wisconsin-Whitewater 1975 — 1979
BBA, Finance/Gen Bus
University of Wisconsin-Whitewater 1975 — 1979
BBA, Finance and Gen. Business
Cetera Financial Specialists, LLC November 2004 - Present
Genworth Financial 2004 - November 2012
SunAmerica 1998 - 2004
Skills
Financial Planners, Estate Planning, Retirement Plan..., Qualified Retirement..., Banking, Insurance, Life Insurance, Fixed Annuities, Long Term Care Insurance, Financial Analysis, Public Speaking
Education
Marquette University Law School 1979 — 1982
JD, Law
University of Wisconsin-Whitewater 1975 — 1979
BBA, Finance/Gen Bus
University of Wisconsin-Whitewater 1975 — 1979
BBA, Finance and Gen. Business
Anthony Passerino's Cetera Financial Specialists LLC Experience 1995 - Present
Job Financial Advisor at Anthony Passerino, CPA
Industry Accounting
Experience
Cetera Financial Specialists LLC 1995 - Present
Anthony Passerino, CPA April 1990 - Present
Genworth Financial Securities October 2005 - October 2012
CJM Planning Corp. 1995 - October 2005
Gramkow, Carnevale, Seifert & Co., LLC October 1986 - August 1991
Skills
Finance, Insurance, Financial Services, Securities, Investments, Accounting, Small Business, Corporate Finance, FINRA, Financial Analysis, Risk Management, Financial Reporting, Mergers & Acquisitions, Forecasting, Budgets
Education
Montclair State University
Cetera Financial Specialists LLC 1995 - Present
Anthony Passerino, CPA April 1990 - Present
Genworth Financial Securities October 2005 - October 2012
CJM Planning Corp. 1995 - October 2005
Gramkow, Carnevale, Seifert & Co., LLC October 1986 - August 1991
Skills
Finance, Insurance, Financial Services, Securities, Investments, Accounting, Small Business, Corporate Finance, FINRA, Financial Analysis, Risk Management, Financial Reporting, Mergers & Acquisitions, Forecasting, Budgets
Education
Montclair State University
Richard K. Yamauchi MST CPA PFS's Cetera Financial Specialists LLC Experience February 1990 - Present
Job CPA/Personal Financial Specialist. Adjunct Instructor College Of The Canyons and LA Mission College
Industry Financial Services
Experience
College of the Canyons, Valencia, California September 1996 - Present
Cetera Financial Specialists LLC February 1990 - Present
Richard K. Yamauchi MST, CPA PFS January 1986 - Present
Skills
Long Term Care Insurance, Research, Accounting, QuickBooks, Public Speaking, Corporations, Coaching
Education
California State University-Northridge 1986 — 1990
Master of Science, Taxation
College of the Canyons, Valencia, California September 1996 - Present
Cetera Financial Specialists LLC February 1990 - Present
Richard K. Yamauchi MST, CPA PFS January 1986 - Present
Skills
Long Term Care Insurance, Research, Accounting, QuickBooks, Public Speaking, Corporations, Coaching
Education
California State University-Northridge 1986 — 1990
Master of Science, Taxation
Sheila Littleton's Cetera Financial Specialists LLC Experience September 2004 - Present
Job Registered Representative at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists LLC September 2004 - Present
Santella Business Solutions December 2002 - July 2007
Chase April 2001 - December 2002
Education
University at Albany, SUNY 1984 — 1988
Bachelor of Arts (B.A.), Psychology
Cetera Financial Specialists LLC September 2004 - Present
Santella Business Solutions December 2002 - July 2007
Chase April 2001 - December 2002
Education
University at Albany, SUNY 1984 — 1988
Bachelor of Arts (B.A.), Psychology
Gail Isaacson's Cetera Financial Specialists LLC Experience 2005 - Present
Job Investment Advisor Cetera Financial Specialists LLC
Industry Accounting
Experience
Isaacson and Company July 2005 - Present
Cetera Financial Specialists LLC 2005 - Present
Isaacson and Company November 2007 - November 2012
BNI 2010 - 2011
Education
Armstrong University 1969 — 1972
BS, Accounting
Isaacson and Company July 2005 - Present
Cetera Financial Specialists LLC 2005 - Present
Isaacson and Company November 2007 - November 2012
BNI 2010 - 2011
Education
Armstrong University 1969 — 1972
BS, Accounting
Henry Goldenstein's Cetera Financial Specialists LLC Experience January 1994 - Present
Job Investment Adviser Representative at Cetera Financial Specialists LLC
Industry Financial Services
Experience
Cetera Financial Specialists July 2008 - Present
Abrams & Steinberg, P.C January 2004 - Present
Cetera Financial Specialists LLC January 1994 - Present
Altschuler, Melvoin and Glasser June 1984 - January 1992
Education
DePaul University 1985 — 1988
MST, Taxation
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Accounting
Cetera Financial Specialists July 2008 - Present
Abrams & Steinberg, P.C January 2004 - Present
Cetera Financial Specialists LLC January 1994 - Present
Altschuler, Melvoin and Glasser June 1984 - January 1992
Education
DePaul University 1985 — 1988
MST, Taxation
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Accounting
Andrew Rzotkiewicz's Cetera Financial Specialists LLC Experience August 2008 - December 2012
Job Trading Coordinator at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group December 2012 - Present
Cetera Financial Specialists LLC August 2008 - December 2012
Citigroup Global Market Inc December 1993 - January 2008
Skills
Series 7, Mutual Funds, Wealth Management, Investments, Financial Services, Financial Planning
Education
DePaul University 1998 — 2001
Bachelor of Science in Commerce, Finance and Accounting
Cetera Financial Group December 2012 - Present
Cetera Financial Specialists LLC August 2008 - December 2012
Citigroup Global Market Inc December 1993 - January 2008
Skills
Series 7, Mutual Funds, Wealth Management, Investments, Financial Services, Financial Planning
Education
DePaul University 1998 — 2001
Bachelor of Science in Commerce, Finance and Accounting
Craig Mizuno's Cetera Financial Specialists LLC Experience January 1999 - Present
Job Craig I. Mizuno, C.P.A.
Industry Accounting
Experience
Cetera Financial Specialists, LLC January 1999 - Present
Mizuno CPA September 1985 - Present
Skills
Strategic Financial..., Investments, Strategic Planning, QuickBooks, Customer Service
Education
University of California, Davis 1970 — 1974
Bachelor of Science, Agricultural Economics and Business Management
San Jose State University
Bachelor of Science - Business Administration, Accounting, Second Bachelor of Science Degree
Cetera Financial Specialists, LLC January 1999 - Present
Mizuno CPA September 1985 - Present
Skills
Strategic Financial..., Investments, Strategic Planning, QuickBooks, Customer Service
Education
University of California, Davis 1970 — 1974
Bachelor of Science, Agricultural Economics and Business Management
San Jose State University
Bachelor of Science - Business Administration, Accounting, Second Bachelor of Science Degree