CFG Wealth Management
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CFG Wealth Management Employees
Employee
Years
Job
Industry
Mari Yamato Mari Yamato's CFG Wealth Management Experience July 2013 - November 2013
Job Appraisal Analyst at BofI Federal Bank
Industry Real Estate
Experience
BofI Federal Bank February 2015 - Present
Breakwater Equity Partners June 2014 - Present
UCSD Audit & Management Advisory Services January 2014 - June 2014
CFG Wealth Management July 2013 - November 2013
The Retirement Group LLC March 2013 - July 2013
The Pioneer Log January 2012 - May 2012
Prescient Ventures Partners LLC September 2011 - December 2011
Skills
Photoshop, Microsoft Excel, PowerPoint, Salesforce.com, Asset Allocation, Research, Financial Accounting, Advertising, InDesign, Newspaper Design, Sales, Trepp, Financial Modeling
Education
University of California, San Diego 2012 — 2014
Management Science B.S. Accounting minor
Lewis and Clark College 2010 — 2012
Economics B.A.
albany high
BofI Federal Bank February 2015 - Present
Breakwater Equity Partners June 2014 - Present
UCSD Audit & Management Advisory Services January 2014 - June 2014
CFG Wealth Management July 2013 - November 2013
The Retirement Group LLC March 2013 - July 2013
The Pioneer Log January 2012 - May 2012
Prescient Ventures Partners LLC September 2011 - December 2011
Skills
Photoshop, Microsoft Excel, PowerPoint, Salesforce.com, Asset Allocation, Research, Financial Accounting, Advertising, InDesign, Newspaper Design, Sales, Trepp, Financial Modeling
Education
University of California, San Diego 2012 — 2014
Management Science B.S. Accounting minor
Lewis and Clark College 2010 — 2012
Economics B.A.
albany high
Christopher Goetz Christopher Goetz's CFG Wealth Management Experience March 2007 - Present
Job Partner at CFG Wealth Management
Industry Financial Services
Experience
CFG Wealth Management March 2007 - Present
Skills
Retirement Planning, 401k, Wealth Management, Retirement Plan..., ERISA, Pensions, Fiduciary, Retirement, Small Business, Financial Services, Securities, Profit Sharing, Strategic Financial..., Investments, Financial Advisory, Finance, Estate Planning
Education
Oregon State University 1986 — 1990
BA, Political Science
The Wharton School
Executive Program in Retirement Planning
Accredited Investment Fiduciary®
Jesuit High School 1982 — 1986
CFG Wealth Management March 2007 - Present
Skills
Retirement Planning, 401k, Wealth Management, Retirement Plan..., ERISA, Pensions, Fiduciary, Retirement, Small Business, Financial Services, Securities, Profit Sharing, Strategic Financial..., Investments, Financial Advisory, Finance, Estate Planning
Education
Oregon State University 1986 — 1990
BA, Political Science
The Wharton School
Executive Program in Retirement Planning
Accredited Investment Fiduciary®
Jesuit High School 1982 — 1986
Daisy Chung Daisy Chung's CFG Wealth Management Experience October 2013 - June 2014
Job Changing the way companies grow with HR, Payroll and Benefits
Industry Computer Software
Experience
Uber October 2014 - June 2015
Thermo Fisher Scientific (Life Technologies) June 2014 - September 2014
CFG Wealth Management October 2013 - June 2014
FirstJob, Inc. June 2013 - June 2014
Tapioca Express January 2012 - June 2014
Amazon September 2013 - January 2014
Zolio Inc September 2013 - November 2013
Presidential Brokerage, Inc. - America's Retirement Store October 2012 - February 2013
Skills
Leadership, Marketing, Social Networking, Public Speaking, Event Planning, Teamwork, Microsoft Excel, Strategy, Time Management, Social Media, Customer Service, Management, Microsoft Office, Data Analysis, Strategic Leadership, Marketing Strategy, Finance, Social Media Marketing, Research, Outlook, Microsoft Word
Education
University of California, San Diego
B.S. Management Science B.A. Communication Business Minor
East China Normal University
Chinese Language and Culture
Lowell High School
High School
Accent Rome Study Center
Accent Madrid Study Center
Uber October 2014 - June 2015
Thermo Fisher Scientific (Life Technologies) June 2014 - September 2014
CFG Wealth Management October 2013 - June 2014
FirstJob, Inc. June 2013 - June 2014
Tapioca Express January 2012 - June 2014
Amazon September 2013 - January 2014
Zolio Inc September 2013 - November 2013
Presidential Brokerage, Inc. - America's Retirement Store October 2012 - February 2013
Skills
Leadership, Marketing, Social Networking, Public Speaking, Event Planning, Teamwork, Microsoft Excel, Strategy, Time Management, Social Media, Customer Service, Management, Microsoft Office, Data Analysis, Strategic Leadership, Marketing Strategy, Finance, Social Media Marketing, Research, Outlook, Microsoft Word
Education
University of California, San Diego
B.S. Management Science B.A. Communication Business Minor
East China Normal University
Chinese Language and Culture
Lowell High School
High School
Accent Rome Study Center
Accent Madrid Study Center
Joseph Qin Joseph Qin's CFG Wealth Management Experience April 2012 - June 2012
Job Business Planner at GoPro
Industry Consumer Electronics
Experience
GoPro June 2015 - Present
UC San Diego Health System September 2014 - June 2015
UC San Diego Health System September 2013 - September 2014
Tritiger Media Solutions May 2013 - May 2014
Bainbridge Capital May 2013 - September 2013
Future Business Leaders of America - Phi Beta Lambda May 2012 - June 2013
Bull Investment Group April 2011 - March 2013
Kriss Worthington for Mayor 2012 August 2012 - November 2012
City of Berkeley July 2012 - August 2012
CFG Wealth Management April 2012 - June 2012
Skills
Microsoft Excel, Financial Analysis, Finance, Financial & Operational..., Financial Reporting, Fund Accounting, Statistical Modeling, Budget Forecasts, US GAAP, Cost Accounting..., Financial Statements, SQL, Leadership, Analysis, Microsoft Word, Outlook, PowerPoint, Data Mining, Microsoft Powerpoint, Management, Research, Adobe Photoshop, Adobe Illustrator, QuickBooks, Adobe Acrobat, Microsoft Outlook, Access, Program Management, Photoshop, Financial Statement..., M&A analysis, Marketing, Budgets, Public Speaking, Data Analysis, OPEX
Education
University of California, San Diego 2011 — 2013
Bachelor of Arts, Political Science - Public Law; Philosophy Minor, 3.594
GoPro June 2015 - Present
UC San Diego Health System September 2014 - June 2015
UC San Diego Health System September 2013 - September 2014
Tritiger Media Solutions May 2013 - May 2014
Bainbridge Capital May 2013 - September 2013
Future Business Leaders of America - Phi Beta Lambda May 2012 - June 2013
Bull Investment Group April 2011 - March 2013
Kriss Worthington for Mayor 2012 August 2012 - November 2012
City of Berkeley July 2012 - August 2012
CFG Wealth Management April 2012 - June 2012
Skills
Microsoft Excel, Financial Analysis, Finance, Financial & Operational..., Financial Reporting, Fund Accounting, Statistical Modeling, Budget Forecasts, US GAAP, Cost Accounting..., Financial Statements, SQL, Leadership, Analysis, Microsoft Word, Outlook, PowerPoint, Data Mining, Microsoft Powerpoint, Management, Research, Adobe Photoshop, Adobe Illustrator, QuickBooks, Adobe Acrobat, Microsoft Outlook, Access, Program Management, Photoshop, Financial Statement..., M&A analysis, Marketing, Budgets, Public Speaking, Data Analysis, OPEX
Education
University of California, San Diego 2011 — 2013
Bachelor of Arts, Political Science - Public Law; Philosophy Minor, 3.594
Nicholas Santo Nicholas Santo's CFG Wealth Management Experience September 2012 - December 2012
Job Student
Industry Venture Capital & Private Equity
Experience
CFG Wealth Management September 2012 - December 2012
Ultimate Software June 2009 - December 2010
Skills
Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Leadership, Microsoft Word, Customer Service, Event Planning, Public Speaking, Marketing, Team Leadership, Social Media Marketing, Management, Social Networking, Resorts, Teamwork, Access
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.), Business Finance
CFG Wealth Management September 2012 - December 2012
Ultimate Software June 2009 - December 2010
Skills
Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Leadership, Microsoft Word, Customer Service, Event Planning, Public Speaking, Marketing, Team Leadership, Social Media Marketing, Management, Social Networking, Resorts, Teamwork, Access
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.), Business Finance
Calvin Tuhy Calvin Tuhy's CFG Wealth Management Experience November 2014 - Present
Job Client Service Assistant at CFG Wealth Management
Industry
Experience
CFG Wealth Management November 2014 - Present
Klamath Eye Center June 2012 - January 2014
Catholic Charities Oregon May 2013 - June 2013
Klamath Falls KOA May 2010 - August 2012
Skills
Microsoft Word, Microsoft Excel, Finance, PowerPoint, Public Speaking, Google Docs, Editing, Nonprofits, Team Management, Cost Of Capital, Economics, EMR, Facebook, Electronic Medical..., Microsoft PowerPoint, Managerial Finance, NPV, IRR, Writing, Google Maps, Prezi, Singing, Forecasting, Spreadsheets, Gmail, Nonprofit Evaluation, Behavioral Economics, Moral Development, Ethics, Social Media, Social Media Marketing, Graphic Design, Digital Copywriting, Email Marketing, Email Marketing Software
Education
University of Portland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
CFG Wealth Management November 2014 - Present
Klamath Eye Center June 2012 - January 2014
Catholic Charities Oregon May 2013 - June 2013
Klamath Falls KOA May 2010 - August 2012
Skills
Microsoft Word, Microsoft Excel, Finance, PowerPoint, Public Speaking, Google Docs, Editing, Nonprofits, Team Management, Cost Of Capital, Economics, EMR, Facebook, Electronic Medical..., Microsoft PowerPoint, Managerial Finance, NPV, IRR, Writing, Google Maps, Prezi, Singing, Forecasting, Spreadsheets, Gmail, Nonprofit Evaluation, Behavioral Economics, Moral Development, Ethics, Social Media, Social Media Marketing, Graphic Design, Digital Copywriting, Email Marketing, Email Marketing Software
Education
University of Portland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Jennifer Lovrien Brown Jennifer Lovrien Brown's CFG Wealth Management Experience May 2013 - Present
Job Office Manager at CFG Wealth Management
Industry Financial Services
Experience
CFG Wealth Management May 2013 - Present
Catholic Charities Oregon January 2007 - May 2013
Jesuit High School January 1991 - February 2000
Skills
Nonprofits, Event Planning, Staff Management, Board Relations, Non-profit..., Grant Writing, Staff Supervision, Executive Management, Records Management, Temporary Staffing, Contract Management, Practice Management, Technical Writing, French Translation, French Interpretation
Education
Monterey Institute of International Studies 1988 — 1990
MASTER'S DEGREE PROGRAM, FRENCH TRANSLATION
Monterey Institute of International Studies
B. A. French Studies
St. Mary's of the Valley High School 1975 — 1979
CFG Wealth Management May 2013 - Present
Catholic Charities Oregon January 2007 - May 2013
Jesuit High School January 1991 - February 2000
Skills
Nonprofits, Event Planning, Staff Management, Board Relations, Non-profit..., Grant Writing, Staff Supervision, Executive Management, Records Management, Temporary Staffing, Contract Management, Practice Management, Technical Writing, French Translation, French Interpretation
Education
Monterey Institute of International Studies 1988 — 1990
MASTER'S DEGREE PROGRAM, FRENCH TRANSLATION
Monterey Institute of International Studies
B. A. French Studies
St. Mary's of the Valley High School 1975 — 1979
Joshua Alesescu Joshua Alesescu's CFG Wealth Management Experience March 2013 - May 2013
Job Investment Analyst at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting November 2014 - Present
Alupka Asset Management May 2013 - November 2014
CFG Wealth Management March 2013 - May 2013
Skills
Matlab, ThomsonOne, RediPlus, Microsoft Office Suite, STATA, Valuation, Financial Modeling, DCF, QuickBooks, Ruby, MySQL, PPTP, Apache, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Research
Education
University of California, San Diego 2011 — 2013
Bachelor's Degree, Management Sciences and Quantitative Methods
Canterbury Consulting November 2014 - Present
Alupka Asset Management May 2013 - November 2014
CFG Wealth Management March 2013 - May 2013
Skills
Matlab, ThomsonOne, RediPlus, Microsoft Office Suite, STATA, Valuation, Financial Modeling, DCF, QuickBooks, Ruby, MySQL, PPTP, Apache, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Research
Education
University of California, San Diego 2011 — 2013
Bachelor's Degree, Management Sciences and Quantitative Methods
Adam Correa Adam Correa's CFG Wealth Management Experience September 2014 - January 2015
Job Client Support Specialist at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor June 2015 - Present
CFG Wealth Management September 2014 - January 2015
Carmel Partners September 2013 - July 2014
Small Venture Entrepreneurship September 2007 - August 2011
Skills
Sales, Social Media, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Budgets, Microsoft Office, Marketing, Research, Public Speaking, Teamwork, Photoshop, English, Leasing, Entrepreneurship, Team Leadership, Social Networking
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Applied Science (BASc), Finance and Financial Services, Senior
University of Oxford
International Politics
eMoney Advisor June 2015 - Present
CFG Wealth Management September 2014 - January 2015
Carmel Partners September 2013 - July 2014
Small Venture Entrepreneurship September 2007 - August 2011
Skills
Sales, Social Media, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Budgets, Microsoft Office, Marketing, Research, Public Speaking, Teamwork, Photoshop, English, Leasing, Entrepreneurship, Team Leadership, Social Networking
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Applied Science (BASc), Finance and Financial Services, Senior
University of Oxford
International Politics
Martin Brusko Martin Brusko's CFG Wealth Management Experience October 2014 - December 2014
Job Credit Analyst at LightStream, division of SunTrust Bank
Industry Financial Services
Experience
LightStream, a division of SunTrust Bank June 2015 - Present
CFG Wealth Management October 2014 - December 2014
First Allied Securities, Inc. June 2014 - August 2014
soccerloco June 2012 - October 2012
West Highland Pacific Recreational Center May 2012 - September 2012
Beach City Burrito May 2008 - January 2009
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Customer Service, Finance, Microsoft Word, Strategic Planning, Financial Calculations, Social Media, PowerPoint, Budgets, Sales, Research, Photoshop, HTML, Outlook, English, Negotiation, Editing
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Torrey Pines Highschool 2007 — 2010
LightStream, a division of SunTrust Bank June 2015 - Present
CFG Wealth Management October 2014 - December 2014
First Allied Securities, Inc. June 2014 - August 2014
soccerloco June 2012 - October 2012
West Highland Pacific Recreational Center May 2012 - September 2012
Beach City Burrito May 2008 - January 2009
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Customer Service, Finance, Microsoft Word, Strategic Planning, Financial Calculations, Social Media, PowerPoint, Budgets, Sales, Research, Photoshop, HTML, Outlook, English, Negotiation, Editing
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Torrey Pines Highschool 2007 — 2010
Sam Goerss's CFG Wealth Management Experience May 2014 - December 2014
Job Broker at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
CFG Wealth Management May 2014 - December 2014
The Retirement Group LLC June 2012 - April 2014
C.H. Burnham Inc January 2012 - May 2012
University of Redlands October 2007 - March 2011
Mavel June 2010 - August 2010
Steve and Kates Summer Camp June 2009 - August 2009
University of Redlands January 2009 - May 2009
Boys and Girls Clubs of America January 2008 - May 2008
Pacific Gas and Electric Company June 2007 - August 2007
Skills
Financial Analysis, Market Research, Market Analysis, Energy, Renewable Energy, International Business, Globalization, Marketing Strategy, Spanish, Microsoft Office, Economic Development, Social Media, Social Media Marketing, Self-confidence, Team Leadership, Problem Solving, Punctual, Self Driven, Analytical Abilities, Attention To Detail, Sales, Salesforce.com, Management, Marketing, Time Management, Coaching, Microsoft Excel, PowerPoint, Public Speaking, Research
Education
Universidad de Salamanca 2011 — 2012
Spanish
University of Redlands 2007 — 2011
Bachelor of Science, Global Business
Securities America, Inc. Member FINRA/SIPC January 2015 - Present
CFG Wealth Management May 2014 - December 2014
The Retirement Group LLC June 2012 - April 2014
C.H. Burnham Inc January 2012 - May 2012
University of Redlands October 2007 - March 2011
Mavel June 2010 - August 2010
Steve and Kates Summer Camp June 2009 - August 2009
University of Redlands January 2009 - May 2009
Boys and Girls Clubs of America January 2008 - May 2008
Pacific Gas and Electric Company June 2007 - August 2007
Skills
Financial Analysis, Market Research, Market Analysis, Energy, Renewable Energy, International Business, Globalization, Marketing Strategy, Spanish, Microsoft Office, Economic Development, Social Media, Social Media Marketing, Self-confidence, Team Leadership, Problem Solving, Punctual, Self Driven, Analytical Abilities, Attention To Detail, Sales, Salesforce.com, Management, Marketing, Time Management, Coaching, Microsoft Excel, PowerPoint, Public Speaking, Research
Education
Universidad de Salamanca 2011 — 2012
Spanish
University of Redlands 2007 — 2011
Bachelor of Science, Global Business
Franz Gesing Franz Gesing's CFG Wealth Management Experience February 2012 - September 2014
Job Annuity Specialist at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank March 2015 - Present
CFG Wealth Management February 2012 - September 2014
Orient Express Furniture December 2006 - July 2009
Skills
Retirement Planning, Securities, Investments, Sales, Wealth Management, Strategic Financial..., Microsoft Office, Public Speaking, Financial Planning, Client Relations, Investment Advisory, Time Management, Analytical Skills, Client Relations Skills, Annuities, Structured Settlements
Education
University of California, San Diego 2008 — 2013
Bachelor's Degree, Business/Managerial Economics
BofI Federal Bank March 2015 - Present
CFG Wealth Management February 2012 - September 2014
Orient Express Furniture December 2006 - July 2009
Skills
Retirement Planning, Securities, Investments, Sales, Wealth Management, Strategic Financial..., Microsoft Office, Public Speaking, Financial Planning, Client Relations, Investment Advisory, Time Management, Analytical Skills, Client Relations Skills, Annuities, Structured Settlements
Education
University of California, San Diego 2008 — 2013
Bachelor's Degree, Business/Managerial Economics
Bryce R. Alvari's CFG Wealth Management Experience June 2013 - Present
Job Director of Client Services at CFG Wealth Management
Industry Financial Services
Experience
CFG Wealth Management June 2013 - Present
The Retirement Group LLC January 2012 - June 2013
Skills
Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Investments, Wealth Management, Financial Analysis, Financial Planning, Series 7, Estate Planning, Investment Advisory, Fixed Income Portfolio..., Fixed Income Strategies, Strategic Financial..., Financial Services, Securities, Retirement, Pensions, Customer Service, Portfolio Management
Education
University of California, San Diego
Bachelor's Degree, Economics
University of Georgia - Terry College of Business
Certified Financial Planner Program (Current)
CFG Wealth Management June 2013 - Present
The Retirement Group LLC January 2012 - June 2013
Skills
Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Investments, Wealth Management, Financial Analysis, Financial Planning, Series 7, Estate Planning, Investment Advisory, Fixed Income Portfolio..., Fixed Income Strategies, Strategic Financial..., Financial Services, Securities, Retirement, Pensions, Customer Service, Portfolio Management
Education
University of California, San Diego
Bachelor's Degree, Economics
University of Georgia - Terry College of Business
Certified Financial Planner Program (Current)
Jonathan Yokoyama's CFG Wealth Management Experience May 2005 - October 2005
Job Personal Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Retail Finance March 2007 - Present
Wells Fargo April 2006 - February 2007
CFG Wealth Management May 2005 - October 2005
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Wells Fargo Retail Finance March 2007 - Present
Wells Fargo April 2006 - February 2007
CFG Wealth Management May 2005 - October 2005
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Brett Mulder's CFG Wealth Management Experience January 2014 - May 2014
Job Analyst at ECHELON Partners
Industry Financial Services
Experience
ECHELON-Partners January 2015 - Present
CFG Wealth Management January 2014 - May 2014
Epson America Inc. May 2013 - August 2013
Active Interest Media May 2012 - August 2012
Active Interest Media May 2011 - August 2011
Skills
Finance, Financial Modeling, Financial Analysis, Management Consulting, Consulting, Market Analysis, Business Strategy
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (BS), Finance, General
ECHELON-Partners January 2015 - Present
CFG Wealth Management January 2014 - May 2014
Epson America Inc. May 2013 - August 2013
Active Interest Media May 2012 - August 2012
Active Interest Media May 2011 - August 2011
Skills
Finance, Financial Modeling, Financial Analysis, Management Consulting, Consulting, Market Analysis, Business Strategy
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (BS), Finance, General