Coghlan Financial Group

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Coghlan Financial Group Employees

Employee
Years
Job
Industry
James Procsal James Procsal Greater San Diego Area Details
James Procsal's Coghlan Financial Group Experience May 2011 - September 2011
Job Business Delivery at Costco Wholesale
Industry Financial Services
Experience
Costco Wholesale  September 2012 - Present
Waddell & Reed  September 2011 - December 2011
Coghlan Financial Group   May 2011 - September 2011

Skills
Financial Advisory, Financial Analysis, Investments, Economics, Financial Modeling, Strategic Financial..., Bloomberg, Microsoft Excel, Portfolio Management, Valuation, Finance, PowerPoint, Microsoft Office, Stata, Microsoft Word, Securities

Education
San Diego State University-California State University   2008 — 2012
Bachelor of Fine Arts (B.F.A.), Economics

Maria Carrillo High School   2004 — 2008

Alexis Perez Alexis Perez San Francisco, California Details
Alexis Perez's Coghlan Financial Group Experience September 2010 - January 2011
Job Data Insights Analyst at Facebook
Industry Computer Software
Experience
Facebook  November 2014 - Present
UC Berkeley & UC San Francisco   September 2013 - November 2014
MIT  June 2013 - August 2013
Stanford University  October 2012 - June 2013
University of California, San Diego Medical Research Center   June 2012 - August 2012
Undergraduate Investment Society  March 2011 - March 2012
Mass Mutual  May 2011 - October 2011
Cask, LLC  June 2011 - September 2011
Coghlan Financial Group   September 2010 - January 2011

Skills
Data Analysis, Statistics, Financial Modeling, Economics, Stata, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Mandarin, Research, Analysis, PYTHON, PostgreSQL, Cygwin

Education
Dartmouth College   2012 — 2012
Financial Institutions/Markets

University of California, San Diego   2008 — 2012
B.S, Mathematics/ Economics

Marisa Chan Marisa Chan San Francisco Bay Area Details
Marisa Chan's Coghlan Financial Group Experience July 2010 - September 2010
Job Business Associate Consultant at ZS Associates
Industry Management Consulting
Experience
ZS Associates  July 2014 - Present
ZS Associates  September 2012 - June 2014
Versant Ventures  June 2011 - August 2011
UC San Diego Health System  September 2009 - December 2010
Coghlan Financial Group   July 2010 - September 2010
Chabot Space and Science Center  July 2009 - September 2009

Skills
Data Analysis, Microsoft Excel, Microsoft Access, Management, Leadership, Event Management, Marketing Strategy, Financial Modeling, Marketing, Analysis, PowerPoint, Microsoft Office, Market Research, Microsoft Word, Public Speaking, Event Planning, Financial Analysis, Management Consulting

Education
University of California, San Diego   2008 — 2012
Bachelor of Arts (B.A.), Economics

Universitat Pompeu Fabra   2011 — 2011
Spanish Culture & Language

Garrett Carter Garrett Carter San Diego, California Details
Garrett Carter's Coghlan Financial Group Experience June 2010 - January 2011
Job Financial Planner at Donnelly Wealth Advisers
Industry Financial Services
Experience
Donnelly Wealth Advisors   February 2013 - Present
Sterling Global Strategies   July 2012 - November 2012
Coghlan Financial Group   June 2010 - January 2011

Skills
Skilled Communicator, Microsoft Office, Team Leadership, Microsoft Excel, Personal Financial..., Financial Analysis, Data Analysis, Marketing, eMoney

Education
San Diego State University-California State University   2011 — 2013
MSBA with Concentration in Financial and Tax Planning, Financial Planning and Services, Masters Student

University of California, San Diego   2007 — 2011
Bachelor of Science (BS), Management Science, 3.2

Universitat Autònoma de Barcelona. UCSD   2008 — 2008

Amtoj Randhawa, Esq. Amtoj Randhawa, Esq. Las Vegas, Nevada Area Details
Amtoj Randhawa, Esq.'s Coghlan Financial Group Experience November 2008 - February 2009
Job Litigation Associate at Newmeyer & Dillion, LLP
Industry Law Practice
Experience
Newmeyer & Dillion  September 2015 - Present
Phillips Spallas & Angstadt  September 2014 - September 2015
UC Hastings College of the Law  May 2014 - May 2014
Superior Court of California  May 2013 - August 2013
Noonan & Lieberman   May 2012 - July 2012
Illinois Department of Financial and Professional Regulation  May 2012 - July 2012
CAPS Universal  January 2011 - July 2011
Molsoft, LLC   May 2009 - June 2010
Oliver McMillan  March 2009 - March 2010
Coghlan Financial Group   November 2008 - February 2009

Education
University of California, Hastings College of the Law   2012 — 2014
Juris Doctor (J.D.), cum laude, Business Law

University of California, San Diego   2006 — 2010
B.S. Economics: Management Science, B.A. Psychology

Adhanet Keflezighi Adhanet Keflezighi Greater San Diego Area Details
Adhanet Keflezighi's Coghlan Financial Group Experience June 2010 - September 2010
Job Child Care Case Manager at YMCA of San Diego County
Industry Individual & Family Services
Experience
YMCA of San Diego County  January 2013 - Present
San Diego County Office of Education  2011 - 2012
Instant Tax Service  December 2010 - April 2011
HAWI Sports Management   2009 - 2011
Coghlan Financial Group   June 2010 - September 2010
Stanford University  June 2007 - June 2009

Skills
Microsoft Office, Teamwork, Work Well Independently, Highly detail oriented, Organization, Spanish, Customer Service, Community Outreach, Youth Mentoring, Nonprofits, Tutoring

Education
Stanford University   2005 — 2009
Bachelor of Arts (B.A.), Economics

Dave Zern Dave Zern Greater Seattle Area Details
Dave Zern's Coghlan Financial Group Experience June 2002 - June 2003
Job Marketing Manager at TMobile
Industry Wireless
Experience
T-Mobile  August 2012 - Present
T-Mobile  January 2011 - August 2012
T-Mobile  September 2011 - December 2011
T-Mobile USA  March 2009 - December 2010
Swype Inc.  March 2010 - August 2010
Mad Science of SnoKing   June 2004 - March 2009
Mad Science of San Diego  June 2003 - June 2004
Coghlan Financial Group   June 2002 - June 2003

Skills
Telecommunications, Leadership, CRM, Program Management, Mobile Devices, Direct Marketing, Cross-functional Team..., Marketing, Analysis, Microsoft Office, Management, Event Planning, Sales Operations, Software Development, Product Management, Sales, SQL, Microsoft SQL Server, Access, Microsoft Excel, Data Analysis, Project Planning, Entrepreneurship, Team Building, Customer Retention, Quality Assurance

Education
University of Washington, Michael G. Foster School of Business   2011 — 2014
MBA

University of California, San Diego   2000 — 2004
B.S, Management Science (2004)

Brendan Haiker Brendan Haiker San Diego, California Details
Brendan Haiker's Coghlan Financial Group Experience January 2012 - May 2012
Job Reporting Analyst Finance at AMN Healthcare
Industry Financial Services
Experience
AMN Healthcare  February 2013 - Present
BofI Federal Bank  May 2012 - February 2013
Coghlan Financial Group   January 2012 - May 2012
Magnuson Capital Group   October 2011 - February 2012
Torrey Pines Bank  June 2011 - September 2011
Fred's Mexican Cafe  March 2011 - August 2011
Chili's  June 2008 - May 2011
Promosynthesis  July 2010 - January 2011
Festivities Catering, Picnic People Catering   June 2008 - September 2008

Skills
Access, Microsoft Excel, Microsoft Word, Marketing, Analysis, Microsoft Office, Financial Analysis, Financial Reporting, Managerial Finance, Strategic Financial..., Financial Risk, PowerPoint, Sales, Customer Service, Finance, Outlook, Accounting, Investments, Teamwork, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Performance Reporting, Ad Hoc Reporting, Benchmarking, Performance Benchmarking, Financial Modeling, Forecasting, Banking, Recruiting, Credit, Data Analysis, Leadership

Education
San Diego State University-California State University   2008 — 2012
Bachelor's, Finance

St. Augustine High School   2004 — 2008
3.8

Perin Levine Perin Levine Scottsdale, Arizona Details
Perin Levine's Coghlan Financial Group Experience June 2009 - October 2009
Job Margin Supervisor at Vanguard
Industry Investment Management
Experience
Vanguard  November 2013 - Present
Vanguard  April 2012 - November 2013
The Vanguard Group  March 2011 - April 2012
Wells Fargo Bank  December 2009 - March 2011
Coghlan Financial Group   June 2009 - October 2009
Keller Williams Realty  October 2006 - August 2008

Skills
Technical Analysis, Fundamental Analysis, Equity Trading, Market Research, Margin Analysis, Options Strategies, Business Valuation, Financial Forecasting, Finance, Financial Analysis, Mutual Funds, Analysis, Management, Leadership, Equities, PowerPoint, Microsoft Excel

Education
Arizona State University   2015 — 2017
Master of Business Administration (MBA), Finance

San Diego State University   2007 — 2009
Bachelor of Science (B.S.), Business Finance

West Valley College
Associate's degree, Business Administration and Management, General

Yoshi Gillaspie Yoshi Gillaspie San Francisco Bay Area Details
Yoshi Gillaspie's Coghlan Financial Group Experience June 2010 - September 2010
Job Software Engineer at Coverhound
Industry Health, Wellness and Fitness
Experience
Coverhound   May 2014 - Present
Stanford University Medical Center  May 2012 - Present
JLFranklin Wealth Planning   September 2011 - April 2012
Trilogy Financial Services  January 2011 - April 2011
DFC Intelligence   June 2010 - October 2010
Coghlan Financial Group   June 2010 - September 2010
Steve and Kate's Camp  July 2007 - September 2008
Baskin Robbins  March 2008 - June 2008
Barnes and Noble  December 2006 - January 2007
Smith and Hawken  June 2006 - August 2006

Skills
Ruby on Rails, JavaScript, Backbone.js, Ruby, Analysis, SQL, Web Development, PostgreSQL, CSS, Research, Git, jQuery, Customer Service, Data Analysis, Backend Development, HTML, Sales, Editing, Teamwork, PowerPoint, Microsoft Office, Management, SQLite, Problem Solving, Small Business, Nonprofits, Team Leadership, Event Planning, Public Speaking, Word, Administration, Excel, Outlook, Data Entry

Education
App Academy

University of California, San Diego   2005 — 2010
Recieved B.A, Economics; Mathematics Minor

Drake High School Salutatorian   2000 — 2005

Farrah Chini Farrah Chini Greater Los Angeles Area Details
Farrah Chini's Coghlan Financial Group Experience August 2009 - November 2009
Job Marketing Coordinator at Beachbody
Industry Health, Wellness and Fitness
Experience
Beachbody  January 2015 - Present
American Red Cross  August 2014 - Present
Hub Group  March 2012 - May 2014
International English School  August 2011 - December 2011
San Diego State University  October 2006 - May 2010
Coghlan Financial Group   August 2009 - November 2009

Skills
Negotiation, Pricing, Customer Service, Logistics, Sales, Budgets, CRM, Administration, Forecasting, Customer Satisfaction, Retail, Process Improvement, Sales Operations, Inventory Management, Business Planning, Business Development, Business Strategy, Direct Sales, Procurement, Project Planning, Online Advertising, Advertising, Transportation..., Communication

Education
Linköping University   2010 — 2011
Master of Arts (M.A.), Applied and Professional Ethics

San Diego State University-California State University   2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration - Marketing

Ecole de Management de Marseille / Euromed Marseille

Raymond Fischer Raymond Fischer San Diego, California Details
Raymond Fischer's Coghlan Financial Group Experience April 2009 - November 2011
Job Investment Transitions Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial  March 2014 - Present
Ken Stern & Associates   November 2011 - October 2013
Coghlan Financial Group   April 2009 - November 2011
Prommis Solutions  April 2009 - June 2009

Skills
Series 63, Microsoft Office, Investments, Financial Modeling, Series 7, Morningstar, Financial Analysis, Uniform Combined State..., Microsoft Excel, Series 65, Real Estate Economics, Retirement Planning, Wealth Management, Portfolio Management

Education
San Diego State University-California State University
Bachelors degree, Finance

Sarah Roth Sarah Roth Greater San Diego Area Details
Sarah Roth's Coghlan Financial Group Experience March 2012 - May 2012
Job at
Industry Financial Services
Experience
AMN Healthcare  April 2015 - Present
AMN Healthcare  September 2014 - April 2015
AMN Healthcare  May 2012 - September 2014
Coghlan Financial Group   March 2012 - May 2012
BAE Systems  2009 - 2009
Harker Summer Camp   June 2008 - July 2008

Skills
Microsoft Office, Lean Six Sigma White..., Outlook, Oracle Reports, PowerPoint, Word, Excel, Access, Photoshop, Microsoft Word, Microsoft Excel, Spanish, Financial Modeling, Leadership, Management, Financial Reporting, Salesforce.com, Accounts Receivable, Strategic Planning, Sales, Financial Accounting, Customer Service, Market Research, Accounting, Analysis, Critical Thinking, Marketing, Facebook, Event Planning, Time Management, Invoicing, General Ledger, Data Entry, Negotiation, Team Building, Auditing, Finance, Team Leadership, Spreadsheets, Public Speaking, Forecasting, Teamwork, PeopleSoft, Social Networking, Financial Analysis, Research, Accounts Payable, Budgets, Payroll, Data Analysis

Education
San Diego State University-California State University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Archbishop Mitty   2003 — 2007

Erik Kumas Erik Kumas Greater San Diego Area Details
Erik Kumas's Coghlan Financial Group Experience 2009 - 2011
Job LPL Registered Sales Assistant at BluePrint Wealth Partners
Industry Financial Services
Experience
BluePrint Wealth Partners   2011 - Present
Coghlan Financial Group   2009 - 2011

Education
University of California, San Diego   2007 — 2011

Tiran Liu Tiran Liu Newport Beach, California Details
Tiran Liu's Coghlan Financial Group Experience June 2010 - August 2010
Job BirchStreet Training Manager
Industry Computer Software
Experience
BirchStreet Systems  June 2012 - Present
American Fish Farm Inc.   December 2010 - April 2011
Coghlan Financial Group   June 2010 - August 2010

Skills
Accounting, Analysis, Research, Marketing, Economics

Education
University of California, Berkeley   2008 — 2012
Intended B. A, Environmental Economics and Policy

Elk Grove High School   2005 — 2008

Nick Cota Nick Cota Washington D.C. Metro Area Details
Nick Cota's Coghlan Financial Group Experience 2011 - 2011
Job at
Industry Financial Services
Experience
GEICO  May 2014 - Present
iNational Closing and Escrow, Inc.   September 2013 - April 2014
International Financial & Insurance Services, Inc.   July 2013 - September 2013
Cray Bear Juice   March 2013 - September 2013
Coghlan Financial Group   2011 - 2011

Skills
Excellent problem..., Proficient writing..., Good at data..., Ability to work well in..., Above average knowledge..., Experienced in Word,..., Minor experience in..., Able to analyze and..., Food, Competitive Analysis, Interviews

Education
UCSD   2010 — 2013
Bachelor of Arts (BA), Economics, Accounting Minor

Le Cordon Bleu College of Culinary Arts   2006 — 2007
Diploma, Culinary Arts