Churchill Management Group
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Churchill Management Group Employees
Tafoya & Garcia April 2015 - Present
Churchill Management Group March 2013 - April 2015
Global Pet Foods April 2011 - March 2013
Skills
Legal Research, Research, Legal Writing, Deadline Driven, Technology, Efficiency, Customer Driven, Data Entry, Store Management, Sales, Cost Efficiency, Teamwork, Visual Merchandising, Networking, System Administration, Microsoft Word, Microsoft Excel, Mac OS, Internal Communications, Store Operations, Retail, Retail Sales, Customer Service, Microsoft Office, PowerPoint, Social Media, Social Networking, Time Management
Education
University of California, Irvine 2012 — 2014
Paralegal Certificate, Paralegal Program
CSUDH 2009 — 2012
Bachelor's degree, History
Marymount College 2007 — 2009
Associate of Arts (A.A.), History
Navigoe, LLC 2013 - Present
Trovena, LLC 2008 - 2013
Leonard Wealth Management 2007 - 2008
Churchill Management Group January 2002 - July 2007
Charles Schwab 2000 - 2002
Skills
Wealth, Estate Planning, Asset Management, Retirement, Portfolio Management, Wealth Management..., Financial Planners, 401k, High Net Worth..., Equities, Fixed Income, Securities, Wealth Management
Education
University of Southern California 1992 — 1996
BS
Swett & Crawford July 2012 - Present
Churchill Management Group April 2011 - July 2012
Community Classifieds/ Portland Tribune October 2008 - July 2009
Arrow Marketing January 2008 - January 2009
Nordstrom December 2003 - September 2008
Skills
Customer Service, Sales, Sales Management, Business Development, Advertising, Merchandising, Insurance, Customer Satisfaction, Account Management, Marketing, Social Media, Social Media Marketing, Social Networking, Microsoft Excel, Event Planning, Microsoft Office, Marketing Strategy
Education
University of Oregon 2003 — 2007
BS, advertising and communications
University of Oregon 2003 — 2007
Bachelor of Science, School, Journalism and Communications
Churchill Management Group April 2013 - Present
Fisher Investments August 2011 - April 2013
Fisher Investments November 2003 - September 2011
Morgan Stanley March 2000 - April 2003
Skills
Management, New Business Development, Vendor Management, Risk Management, Business Development, Business Strategy, Business Analysis, CRM, Process Improvement, Strategic Planning, Account Management, Management Consulting, Team Leadership, Budgets, Team Building, Negotiation, Change Management, Project Management, Financial Analysis, Mentoring, Cross-functional Team..., Banking
Education
University of California, Berkeley 1995 — 1999
BS, Economics
Freud Power Tool/Bosch March 2015 - Present
Freud Power Tool/Bosch April 2014 - Present
Churchill Management Group March 2014 - April 2014
Waterfront Place Hotel August 2011 - February 2014
Pro Performance August 2010 - February 2014
Charles Town Races & Slots July 2004 - January 2009
Skills
Hotels, Time Management, Event Planning, Event Management, Social Media Marketing, Social Media, PowerPoint, Facebook, Leadership, Microsoft Word, Public Speaking, Sports Marketing, Social Networking, Microsoft Office, Customer Service
Education
West Virginia University 2009 — 2013
Multidisciplinary Studies, Communication, Exercise Psychology, Athletic Coaching Education
Potomac State College of West Virginia University 2007 — 2009
Associate of Arts (A.A.), Physical Education Teaching and Coaching
Churchill Management Group December 2004 - Present
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Charles Schwab 1997 - 2000
Skills
Wealth Management, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Securities, Series 7, Bloomberg, Asset Management, Asset Allocation, Hedge Funds, Options
Education
University of Arizona 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Kubasaki
Producer-Writer's Guild Trust Funds February 2014 - Present
One Capital Management, LLC. November 2012 - Present
Churchill Management Group April 2012 - November 2012
Trilogy Financial Services, October 2011 - March 2012
UC Irvine June 2010 - July 2011
Education
University of California, Irvine 2007 — 2011
Business Economics, Economics, Statistics, Finance, and Chem/Biological Sciences
Glendale High School 2004 — 2007
Oaktree Capital Management March 2015 - Present
SS&C GlobeOp November 2014 - March 2015
Oaktree Capital Management, L.P. October 2007 - November 2014
Churchill Management Group 2004 - 2007
State Compensation Insurance Fund 2003 - 2004
Modernica, INC. 2002 - 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investments, Strategic Financial..., Forecasting, Monthly Close, Reconciliation, Budgeting, General Ledger, Meet Critical Deadlines, Strong Analytical And..., Variance Analysis, Proficient in Microsoft..., Account Reconciliation, Budgets, Invoicing, Microsoft Excel, Accounts Receivable, Accounting, QuickBooks, Accounts Payable, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Finance
University of California, Riverside
Bachelor of Science in Business Administration
BBVA Compass August 2011 - August 2013
JPMorgan Chase August 2008 - July 2011
Churchill Management Group August 1983 - November 2006
Skills
Finance, Portfolio Management, Banking, Credit, Loans, Investments, Commercial Banking, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Lending, Small Business Lending
Education
UCLA 1980 — 1983
Bachelor of Arts (B.A.), Economics
MatchPoint Group January 2013 - Present
RIA Growth June 2011 - Present
Volt Wealth Management January 2010 - June 2012
Horan Capital Management January 2007 - January 2010
Churchill Management Group 2002 - 2007
TD Ameritrade 2000 - 2002
Skills
Strategy, Sales Management, Investments, Wealth Management, Asset Allocation, Series 63, Series 7, Securities
Education
University of California, Irvine 1989 — 1993
Churchill Management Group February 2012 - Present
Churchill Management Group March 2011 - February 2012
Churchill Management Group February 2010 - March 2011
Romero & Levin Insurance Services September 2009 - February 2010
UCLA Special Events June 2008 - September 2008
Morgan Stanley Smith Barney October 2007 - December 2007
Education
University of California, Los Angeles 2007 — 2009
B.A., Economics
Allan Hancock College 2005 — 2007
Associates, Liberal Studies
Churchill Management Group October 2014 - Present
Ross Stores, Inc. 2013 - 2014
UC Santa Cruz 2011 - 2014
Staples July 2013 - September 2013
UC Santa Cruz October 2012 - June 2013
UC Santa Cruz October 2011 - June 2012
Skills
Marketing Research, Event Planning, Community Outreach, Social Media Outreach
Education
University of California, Santa Cruz 2010 — 2014
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Universidade Paulista
Strategy and Marketing for Emerging Economies
Churchill Management Group August 2015 - Present
TIAA-CREF 2012 - 2015
ADP 2010 - 2012
Fisher Investments 2008 - 2010
Fidelity Investments May 2007 - August 2008
Fidelity Investments October 2006 - May 2007
Fidelity Investments January 2006 - October 2006
Fidelity Investments May 2005 - January 2006
Fidelity Investments September 2004 - May 2005
Skills
Wealth Management, Financial Services, Mutual Funds, Relationship Management, Financial Analysis, Finance, Strategy, Series 7, Investments, Customer Retention, CRM, Portfolio Management, Strategic Financial..., Retirement, Wholesale, Series 63, Financial Planning
Education
Indiana University - Kelley School of Business 2014 — 2017
MBA & MS
Metropolitan State College of Denver 2006 — 2008
Financial Planning
University of Colorado at Boulder 1994 — 1999
Bachelor of Science
Churchill Management Group August 2011 - Present
J.PMorgan Chase October 2010 - September 2011
Skills
Customer Service, Management, Sales Operations, Sales, Marketing, Microsoft Excel, Marketing Communications, Microsoft Office, Social Media Marketing, Online Marketing, Customer Retention, Cold Calling, Finance, Financial Analysis
Education
University of California, Irvine 2008 — 2010
Bachelor of Arts, English
Berson Money Management May 2012 - Present
Churchill Management Group November 1999 - May 2012
The Business Life Connection (aka Coaching By Michele) January 2003 - June 2007
Charles Schwab 1997 - November 1999
Mercer Global Advisors 1995 - 1996
Global Dynamics 1993 - 1995
First Interstate Bank January 1990 - September 1994
Citi September 1989 - January 1990
Bank of New York (formally Irving Trust Company) February 1985 - September 1988
First Interstate Bank September 1983 - February 1985
Skills
Investments, Entrepreneur, Personal Finance, Securities, Wealth Management, Entrepreneurship, Financial Advisory, Investment Advisory, Insurance, Portfolio Management, Series 7, Relationship Management, Asset Allocation, Financial Services, Retirement Planning, Investment Management, Finance
Education
University of California, Los Angeles 1979 — 1983
B.A., Economics
La Jolla High School 1977 — 1979
Hilliard Lyons October 2012 - Present
Hilliard Lyons June 2012 - October 2012
PNC February 2011 - June 2012
Brogan Financial, Inc. May 2009 - October 2010
Merrill Lynch October 2008 - April 2009
Syndicated Capital, Inc. June 2007 - April 2009
Churchill Management Group January 2005 - May 2007
Skills
Series 7, Investments, Mutual Funds, Securities, Management, FINRA, Financial Services, Investment Advisory, Equities, Fixed Income
Education
Middle Tennessee State University 1999 — 2002
Bachelor's Degree
Campbellsville University 1998 — 1999
Self-Employed January 2012 - Present
Measurement Science Enterprise, Inc. April 2004 - December 2010
Churchill Management Group May 2000 - August 2003
Los Angeles County District Attorney's office June 1999 - April 2000
Skills
Editing, Photography, Social Media, Social Networking, Event Management, Fundraising, Facebook, Teaching, Nonprofits, Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media Marketing, Time Management, Photoshop, Television, Entrepreneurship, Start-ups, Leadership, Strategic Planning, Project Management, Customer Service, Sales
Education
University of Southern California 1996 — 1999
Bachelor of Arts, Political Science, Law & Society
Palos Verdes Peninsula High School 1991 — 1995
High School Diploma
TIAA-CREF November 2014 - Present
E*TRADE Financial March 2013 - November 2014
USC Alumni Club of San Fernando Valley June 2013 - July 2014
USC Alumni Club of San Fernando Valley September 2010 - June 2013
Churchill Management Group August 2012 - November 2012
TD Ameritrade June 2011 - June 2012
Morgan Stanley Smith Barney - Wealth Management August 2009 - June 2011
Countrywide Bank March 2004 - December 2008
Merril Lynch June 2001 - March 2002
Education
University of Southern California 1999 — 2003
Bachelors, Economics
Phillips Andover Academy 1998 — 1999
Post Graduate, Diploma
Wellesley High School 1994 — 1998
Diploma, General Studies
Fidelity Family Office Services 2011 - Present
Fidelity Investments May 2008 - April 2011
Fidelity Investments July 2007 - May 2008
Fidelity Investments December 2005 - July 2007
Fidelity Investments December 2004 - December 2005
Churchill Management Group September 2003 - July 2004
Skills
FINRA Series 7, Securities, Bloomberg, Series 7, Mutual Funds, Series 63, Trading, Investments, Equities, FINRA, Series 24
Education
Lasell College 1992 — 1996
BS, Business Administration
Framingham State College 1992 — 1994
Nutrition
Churchill Management Group October 2014 - Present
Beaumont Financial Partners, LLC 2012 - 2013
Stadion Money Management 2009 - 2012
Charles Schwab March 2005 - 2009
Prudential Investments 2001 - 2005
Nuveen Investments 1997 - 2001
Skills
Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning
Education
Rider University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Churchill Management Group March 2015 - August 2015
Clever Motif January 2013 - January 2015
Park West Gallery August 2013 - July 2014
AT&T January 2011 - January 2013
IGR Group: International Government Relations May 2009 - August 2009
UGA Housing August 2007 - May 2009
Skills
Social Media, Creative Problem Solver, Data Analysis, Public Relations, Google Places, Marketing, Public Speaking, Business Relationship..., Event Planning, Advertising, Photoshop, Leadership Development, Editing, Writing, Highly detail oriented, Personal Training, Training, Google Analytics, Group Work, PowerPoint, Excel, Business Intelligence, Government Relations, Dreamweaver, Social Media Marketing, Microsoft Office, Word, InDesign, Press Releases, Social Networking, Sales Operations, Direct Sales, Sales Management, Multi Tasking, Learning Quickly, HTML, Telecommunications, Telecommunication..., Telecommunications..., Telecommunications..., Layout, Broadcast Journalism, Journalism, Sales, Management, Fundraising, Microsoft Word, Microsoft Excel
Education
The University of Georgia 2005 — 2009
Certificate, New Media
The University of Georgia 2005 — 2009
Bachelor of Arts (B.A.), Public Relations
The University of Georgia 2005 — 2009
Bachelor of Science (B.S.), Psychology
CCMP Capital August 2015 - Present
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Covert & Co. July 2011 - March 2012
Interfraternity Council November 2010 - January 2012
Churchill Management Group October 2010 - June 2011
Sigma Phi Epsilon January 2010 - December 2010
UBS Wealth Management June 2010 - September 2010
Skills
Capital IQ, Financial Modeling
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Piedmont High School 2005 — 2009
BTI Studios October 2014 - Present
The Cactus Co. January 2015 - Present
Sees Candies November 2013 - February 2015
Ranstad Staffing Services October 2013 - October 2014
Church and Erickson CPAs March 2014 - May 2014
Churchill Management Group March 2013 - September 2013
Team Nevada-Republican National Committee July 2012 - December 2012
Warner Bros. Entertainment Inc November 2011 - September 2012
Madison Count Republicans June 2010 - April 2011
Rexburg College Republicans April 2009 - April 2011
Skills
Microsoft Office, Customer Relations, Political Campaigns, Political Communication, Political Affairs, Policy Analysis, Political Research, Phone Skills, Filing, Data Entry, Activism, General Office Duties, Politics, Outlook, Customer Service, Telephone Skills, PowerPoint, Fundraising, Marketing, Leadership, Microsoft Excel, Management, Sales, Event Planning, Social Networking, Public Speaking, Social Media, Editing, Research, Microsoft Word, Public Relations
Education
Brigham Young University - Idaho 2006 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Troop Real Estate, Inc. January 1977 - Present
Solar Electrical Systems January 2002 - July 2002
DF Degman January 1977 - January 1983
Churchill Management Group January 1970 - January 1977
Skills
Customer Service, Leadership, Management, Sales, Research, Budgets, Team Building, Strategic Planning, Negotiation, Microsoft Excel, Microsoft Office, Microsoft Word, Real Estate Transactions, Windows, Single Family Homes
Education
California State University-Northridge
University of Hawaii at Manoa
Churchill Management Group January 2012 - Present
La Palma Urgent and Family Care September 2009 - December 2011
The UPS Store March 2005 - July 2009
Skills
Social Media Marketing, Marketing, Advertising, Social Networking, Sales, Account Management, Customer Service, Marketing Communications, Event Planning, Public Relations, Brand Management, Management, Microsoft Office, Email Marketing, Brand Awareness, New Business Development, Market Research, Online Marketing, Strategic Communications, Public Speaking, Facebook, Online Advertising, Sponsorship, Compliance, Communication, Adobe Acrobat, Integrated Marketing, Small Business, Brand Development, Finance, Account Reconciliation, Investment Management, Customer Experience, Prospecting Skills, Strategic Thinking, Strong Business Acumen, Executive Relationships, Strategic Account Growth, Street Teams, B2B Marketing, National Marketing, Marketing Management, Strategic Media..., Media Pitches, Financial Support, Direct Sales, Quota Achievement, Financial Services, Social Skills, Financial Accounting
Education
University of California, San Diego 1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies, 3.68 Cumulative G.P.A.
Los Alamitos High School 1995 — 1999
High School Diploma, General Studies, 4.4 Cumulative G.P.A.
Churchill Management Group September 2015 - Present
Churchill Management Group October 2012 - August 2015
Edible Arrangements February 2010 - June 2012
Verizon Wireless August 2005 - March 2010
Skills
Sales Operations, Account Management, Marketing Communications, Salesforce.com, Customer Retention, Sales Management, Project Planning, Consulting, Product Marketing, PeopleSoft, Oracle Applications
Education
University of La Verne 2011 — 2014
Master of Business Administration (M.B.A.), Leadership and Management, Finance
Cal Poly Pomona 2000 — 2005
B.S., Business Administration - Marketing Management
NAMM November 2013 - Present
Christian Youth Theater (CYT) May 2009 - February 2014
Christian Youth Theater (CYT) June 2009 - July 2013
The Owl Mag December 2010 - July 2011
The Record Rebellion September 2010 - July 2011
SD CityBEAT August 2008 - December 2008
Equity Vue, Inc. January 2008 - December 2008
Whitehot Magazine September 2007 - September 2008
DiscoverSD January 2008 - February 2008
Churchill Management Group August 2005 - February 2007
Skills
Blogging, Social Media, Press Releases, Event Planning, Newsletters, Editing, Music, Social Media Marketing, Photography, Social Networking, Proofreading, Journalism, Public Speaking, WordPress, Photoshop, Event Management, Newspapers, Creative Writing, Image Editing, Writing, Video Editing, Writing Skills, Non-profits, Organization, Twitter, Magazines, Time Management, Web Copywriting, Copy Editing, Salesforce.com, Resume Writing, Editorial, Copywriting, Networking, Public Relations, Community Outreach
Education
Point Loma Nazarene University 2002 — 2005
B.A., Journalism, Creative Writing
Fashion Institute of Design & Merchandising 2009 — 2010
Associate of Arts Professional Designation, Visual Communications
California State University-Northridge 2001 — 2001
N/a, Journalism
Southwestern College 1998 — 2001
Scott E. Grayson, CFP® December 2013 - Present
Seeking a new career opportunity August 2013 - Present
Adhesion Wealth Advisor Solutions December 2011 - July 2013
Churchill Management Group March 2009 - November 2010
Placemark Investments December 2002 - November 2008
AssetMark Investment Services April 2001 - November 2002
National Planning Holdings, Inc. 2000 - 2001
H.D. Vest Financial Services 1991 - 2000
Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MPA
University of North Texas 1984 — 1986
Bachelor of Business Administration
Pampa High School
AGP Wealth Advisors January 2014 - Present
RIA Growth (Advanced Advisor Consulting) 2011 - 2013
Volt Wealth Management February 2010 - August 2012
Horan Capital Management March 2006 - February 2010
Churchill Management Group 2004 - 2006
TD Ameritrade 2003 - 2004
Charles Schwab 1997 - 2003
Skills
Portfolio Management, Financial Services, Wealth Management, Investments, Trading, Asset Management, Equities, Sales Management, Sales, Relationship Management, Building High..., Sales Rep Training, Consulting, Sales Process, Options Strategies, Management Consulting, Sales Management..., Outside Sales, Registered Investment..., Independent Financial..., Consultative Sales..., Consultative Sales..., Sales Leadership..., Content Writing, Unique Selling..., Executive Coaching, Direct Sales, Performance Management, RIA, series 66, Separately Managed..., Series 7
Education
State University of New York College at Buffalo
BS, Business
Churchill Management Group November 2012 - December 2013
Churchill Management Group October 2009 - November 2012
RealBiz 360 January 2008 - October 2008
Desert Shadows Properties July 2006 - December 2007
Grosvenor January 2005 - June 2006
Century 21 Mission-Bishop 2004 - 2005
City of Los Angeles February 2004 - September 2004
Skills
Training, Management, Human Resources, Marketing, Performance Management, Budgets, Sales, Access, Asset Management, Real Estate, Sales Operations, Business Planning, Employee Benefits, Administration, Due Diligence, Deferred Compensation, Real Estate Transactions, Databases, Property, Security
Education
California State University-Los Angeles
Bachelor of Science (BS), Business Administration / Finance
Planned Parenthood of the Pacific Southwest October 2014 - Present
Emily Photo June 2007 - Present
Ovation Hair August 2012 - October 2014
Pictage, Inc. May 2006 - May 2011
Churchill Management Group August 2004 - May 2006
Skills
Social Media Marketing, Social Media, Marketing, Facebook, Photography, Copywriting, Email Marketing, Online Advertising, SEO, Google Analytics, Digital Marketing, SEM, Event Planning, Advertising, Marketing Strategy, Marketing Communications, Web Analytics, Social Networking, Blogging, Creative Direction, Public Relations, Public Speaking, Customer Retention, Strategic Partnerships, Content Marketing, Inbound Marketing, Strategy, Entrepreneurship, Product Marketing, PPC
Education
Oregon State University 2000 — 2004
BA, Business Administration
University of South Carolina-Columbia 2003 — 2003
RBC Capital Markets November 2013 - Present
Wilson Sonsini Goodrich and Rosati, P.C. January 2010 - October 2013
United States Federal Bankruptcy Court May 2007 - August 2007
PricewaterhouseCoopers LLP August 2004 - July 2006
Churchill Management Group June 2002 - August 2002
Skills
Mergers & Acquisitions, Venture Capital, Securities Offerings, Securities Law, Corporate Governance, Corporate Law, Reverse Mergers, Mergers, Private Equity, Due Diligence, Capital Markets, IPO, Strategic Planning, Securities, Investment Banking
Education
Loyola Law School, Los Angeles 2006 — 2009
Juris Doctor
University of California, Los Angeles 2000 — 2004
Bachelor of Arts, Business Economics, Specialization in Computing
Nestlé USA April 2011 - Present
Teledyne Analytical Instruments January 2008 - April 2011
Churchill Management Group October 2004 - January 2008
Churchill Management Group April 2001 - October 2004
Dees Entertainment at KIIS FM October 1998 - April 2001
Skills
SAP, ADP Payroll, ADP ReportSmith, Kenexa, Microsoft Office, Cliqbook, Visio, ADP E-Time, Organization &..., Communication Skills, Customer Service, Problem Solving
Education
UCLA Extension Corporate Education & Custom Programs 2006 — 2008
Human Resources Certification Program
California State Polytechnic University-Pomona 1986 — 1992
Bachelor of Applied Science (B.A.Sc.), Landscape Architecture
NCC Media March 2014 - Present
Churchill Management Group 2013 - 2013
Merrill Lynch 2012 - 2012
Citi Personal Wealth Management (Citigroup, Inc.) February 2007 - July 2011
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Asset Management, Uniform Combined State..., Estate Planning
Education
University of California, Irvine 2002 — 2006
Bachelor of Arts (B.A.), Economics
The Coulter Companies October 2014 - Present
Entertainment One March 2014 - September 2014
Active Interest Media October 2013 - January 2014
Paradigm Talent Agency November 2011 - June 2013
Splash News and Pictures Agency September 2007 - November 2011
Churchill Management Group February 2005 - April 2007
U.S. Department of State October 2002 - September 2004
United States Department of Defense April 1998 - September 2002
U.S. Department of State January 1996 - April 1998
Skills
Problem Solving, Analysis, Account Management, Supervisory Skills, Microsoft Excel, Great Plains Accounting..., Leadership, Inventory Management, Auditing, Outlook, Accounting, Knowledge of GAAP, Microsoft Office, QuickBooks, PowerPoint, Research, Photoshop, Social Networking, Budgets, Accounts Receivable, Illustrator, Microsoft Word, Social Media, Social Media Marketing, Blogging, Citrix, Customer Service, Mac, Photography, Database Administration, Entertainment, Film, Accounts Payable, New Media, Television, Sales, Adobe Photoshop CS4, Word, Excel, Customer Relations, Invoicing, Management, Event Planning, General Ledger, Event Management, Great Plains Software, Payroll, Digital Media, Facebook, Editing
Education
Santa Monica College
Prince George's Community College
General Studies
Churchill Management Group August 2012 - Present
Fisher Investments May 2000 - June 2012
Fisher Investments May 1998 - May 2000
Franklin Templeton March 1997 - May 1998
Education
Michigan State University 1992 — 1996
BA, Marketing
Warner Bros. Entertainment Group of Companies September 2011 - Present
Mix 247 EDM April 2015 - Present
The StreamTV November 2014 - Present
California Life HD November 2014 - Present
Afterbuzz TV April 2012 - August 2015
Churchill management Group March 2010 - August 2011
AEON Corporation June 2008 - January 2010
Freelance 2005 - 2009
Performance Post Inc. October 2005 - May 2008
Skills
Film, Social Media, Editing, Event Planning, Television, Photography, Facebook, Social Media Marketing, Digital Media, Entertainment, Social Networking, Photoshop, HD Video, Fashion
Education
University of California, Berkeley 2001 — 2004
Bachelor of Arts (B.A.), Mass Communications
Make-up Designory 2005 — 2005
Licentiate degree, Make-Up Artist/Specialist
Churchill Management Group 2011 - Present
US Small Business Administration 2008 - 2009
Rudy Giuliani Presidential Committee 2007 - 2008
Poochigian for Attorney General 2006 - 2006
Skills
Advent Portfolio..., Advent Axys, Microsoft Excel, Account Reconciliation, Global Investment..., Performance Measurement, Performance Attribution, Performance Appraisal, Performance Presentation
Education
University of California, Santa Barbara 2003 — 2008
Bachelor’s Degree, History of Public Policy
Green Street Advisors June 2012 - Present
Charles Schwab October 2007 - May 2012
Churchill Management Group September 2006 - October 2007
PIMCO 2004 - 2006
Skills
Equities, Investments, Bloomberg, Securities, Wealth Management, Trading, Investment Strategies, Asset Managment, Fixed Income, Alternative Investments, Financial Modeling, Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
Concordia University-Irvine 1999 — 2002
Bachelor's degree, Business/Managerial Economics
PIMCO January 2012 - Present
PIMCO February 2008 - December 2011
Smith Barney June 2006 - February 2008
Churchill Management Group October 2005 - June 2006
Skills
Asset Managment, Financial Modeling, Equities, Series 7, Bloomberg, Investments, Fixed Income, Alternative Investments, Financial Markets, Investment Strategies, Asset Allocation, Securities, Bonds, Bloomberg Terminal, Options, Wealth Management, Microsoft Excel, Economics, Credit, Mutual Funds, Capital Markets, Financial Services
Education
University of Southern California 2001 — 2005
BA, Economics
Credit Suisse December 2010 - Present
Credit Suisse December 2005 - December 2010
Associated Financial Corp April 2004 - December 2005
Churchill Management Group September 2001 - September 2003
Skills
Banking, Fixed Income
Education
Occidental College 1998 — 2001
DIRECTV May 2014 - Present
Karl Storz Endoscopy April 2012 - May 2014
Karl Storz Endoscopy April 2011 - April 2012
Karl Storz Endoscopy August 2010 - April 2011
King's Hawaiian Restaurants & Bakery December 2009 - August 2010
Morningstar June 2008 - August 2008
Churchill Management Group May 2006 - July 2007
Karl Storz Endoscopy April 2005 - May 2006
Churchill Management Group February 2004 - March 2005
Skills
Strategy, Competitive Analysis, Product Management, Management, Product Development, Program Management, Forecasting, Sales Operations, Marketing, Training, Analysis, Market Analysis, Sales, Operations Management, Pricing, Market Planning, Medical Devices, P&L Management, Segmentation, Quality Assurance, Cross-functional Team...
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Marketing, Finance, Strategic Management and Entrepreneurship
University of California, Santa Barbara 1999 — 2003
BA, Communication, Spanish
Wells Fargo Private Bank 1994 - Present
Churchill Management Group February 1984 - February 1994
E.F. Hutton & Co. February 1979 - February 1984
Skills
Portfolio Management, Asset Management, Asset Allocation, Finance, Wealth Management, Management, Securities, Investments, Private Equity, Series 7, Banking, Financial Services, Mutual Funds, Valuation, Mergers, Financial Analysis, Mergers & Acquisitions, Retirement Planning
Education
University of California, Los Angeles 1975 — 1979
BA, Economics
Churchill Management Group April 2013 - Present
Fisher Investments 2011 - April 2013
Fisher Investments November 2003 - September 2011
Morgan Stanley Dean Witter 2000 - 2003
Skills
Series 63, Series 65, Uniform Combined State..., Building Relationships, Technical Recruiting, Portfolio Management, Asset Managment, Investments, Investment Strategies
Education
University of California, Berkeley 1995 — 1999
Bachelor of Science (B.S.), Economics
Menlo School, Atherton CA 1991 — 1995
Morgan Stanley May 2015 - Present
UBS Financial Services Inc. June 2013 - May 2015
UBS Financial Services Inc. May 2010 - June 2013
UBS Financial Services Inc. December 2009 - May 2010
Churchill Management Group May 2009 - November 2009
Education
University of Southern California 2006 — 2010
WellCap Partners 2010 - 2012
Churchill Management Group April 2009 - November 2009
UBS Wealth Management August 2007 - January 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2008
B.A. Finance, Investment
CORDA Investment Management July 2013 - Present
Churchill Management Group April 2004 - July 2013
TD Ameritrade January 1996 - January 2003
Skills
Mutual Funds, Wealth Management, Separately Managed..., Retirement Planning, Securities, Investments, Series 65, Asset Allocation, Investment Advisory, Equities, Portfolio Management, ETFs, Relationship Management, Strategic Financial..., Asset Managment, Investment Strategies, Asset Management, Financial Planning, Investment Management
Education
University of North Texas 1989 — 1992
BBA, Marketing
Ameriprise Financial Services, Inc. November 2004 - Present
Churchill Management Group June 2001 - April 2004
TD Waterhouse Investor Services, Inc. December 1997 - May 2001
Education
Montana State University-Billings 1992 — 1996
Bachelor of Scienc, Sociology
BDO USA, LLP October 2011 - Present
USC Thornton School of Music January 2010 - May 2011
Arclight Films June 2010 - August 2010
Churchill Management Group October 2009 - August 2010
Education
University of Southern California 2007 — 2011
BS, Accounting, Business Administration (Finance)
Churchill Management Group January 2014 - January 2015
Zoning-Info, Inc. September 2011 - October 2013
Park Place Dealerships May 2011 - August 2011
Oklahoma Watch February 2011 - May 2011
Education
California State University-Northridge 2015 — 2017
Bachelor of Science (B.S.), Civil Engineering
University of Tulsa 2007 — 2011
Bachelor of Science (BS), Marketing
Francis Tuttle Technology Center 2006 — 2007
Professional Sales and Marketing
Churchill Management Group April 2013 - February 2014
Chinatrust Bank (U.S.A.) October 2012 - April 2013
American Nonwoven Inc. September 2011 - October 2012
Innovative Workshop 2007 - 2009
Skills
Accounts Receivable, Accounting, Financial Reporting
Education
California State Polytechnic University-Pomona 2008 — 2011
B.S, Accounting
Pasadena City College 2006 — 2008
Associate degree, Accounting
Warner Bros. Entertainment Group of Companies June 2011 - September 2011
Sony Pictures Entertainment November 2007 - October 2009
Churchill Management Group October 2003 - May 2007
MTV Networks May 2003 - September 2003
MassMutual Financial Group February 2000 - November 2002
Fidelity Investments June 1998 - September 1999
State Street June 1997 - April 1998
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelors, Accounting
Churchill Management Group August 2015 - Present
Creative Planning Inc. March 2013 - July 2015
TD Ameritrade April 2010 - March 2013
Beaverton City 2013 - 2013
Skills
Strategic Financial..., Customer Service, Business Development, Personal Financial..., Investment Theory, Business Process..., Salesforce.com, Strategic Investment, Wealth Management, Investment Management, Financial Planners, Investment Advisory, Series 7, Asset Allocation, Wealth, Finance, Financial Planning, Investment Strategies, Retirement
Education
The American College 2011 — 2012
CFP®
Portland State University 2001 — 2005
Bachelor of Science (BS), Operations Management and Supervision
beaverton
Churchill Management Group November 2012 - Present
Education
California State University-Long Beach 2008 — 2012
Bachelor of Science in Business Administration, Marketing, 3.2
Churchill Management Group August 2013 - Present
Skills
Management, Customer Service, Sales, Marketing, Hiring, Training, Microsoft Office, Recruiting, Payroll
Education
CSUN 2010 — 2012
Bachelor of Arts (B.A.), Communication Studies