Compak Asset Management
Address: 1801 Dove St, Newport Beach, CA 92660 Phone: (800) 388-9700Place name: Category: : Hours: : : : : : Website: Website: http://www.compak.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Compak Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
Compak Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Compak Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Compak Asset Management Employees
Compak Asset Management June 2012 - Present
UCLA Anderson School of Management September 2010 - June 2012
Compak Asset Management July 2007 - July 2010
PIMCO August 2006 - May 2007
William O'Neil + Co. March 2006 - August 2006
Skills
Trading, Investments, Portfolio Management, Investment Banking, Financial Services, Finance, Asset Management, Valuation, Investment Management, Financial Modeling
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
University of California, Berkeley 2001 — 2005
Bachlors, Business Administration
China Europe International Business School (CEIBS)
Wells Fargo Advisors, LLC April 2013 - Present
Compak Asset Management March 2000 - April 2013
Statewide Trading 1998 - 2000
Great Western Bank 1990 - 1997
Skills
Retirement Planning, Investments, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, Financial Advisory, Alternative Investments, Securities, Equities, Pensions, Investment Planning
Education
University of California, Irvine
Financial Planning and Services
Creative Planning Inc. July 2013 - Present
Compak Asset Management September 2008 - June 2013
Skills
Certified Financial..., Sales, Customer Service, New Business Development, Business Development, Account Management, Business Planning, Business Strategy, Competitive Analysis, Sales Management, Strategic Planning, Business Analysis, Strategic Financial..., Personal Financial..., Financial Services, Retirement Planning, Retirement Plan..., Estate Planning, Estate Tax Planning, Life & Health Insurance..., Property & Casualty...
Education
University of California, Irvine 2011 — 2012
Certified Financial Planner, Financial Planning
San Diego State University-California State University 2005 — 2008
Master of Science Business Administration, International Business
Western Connecticut State University 2001 — 2004
Bachelor of Business Administration, Business - Management of Information Systems
The University of Connecticut 1999 — 2001
Business - Management of Information Systems
Compak Asset Management May 2011 - Present
Oddo & Cie, Paris January 2007 - May 2010
Credit Suisse Private Banking, Paris January 2006 - September 2006
Aviva Asset management, Paris July 2005 - September 2005
Societe Generale Securities, Paris July 2004 - September 2004
Education
CFA INSTITUTE 2007 — 2009
CFA charter
Université Paris Dauphine 2004 — 2005
Post graduate degree, “DESS 224 - Management of financial institutions and banks”
Université Paris Dauphine 2003 — 2004
Master's degree, Finance
WHU – Otto Beisheim School of Management 2002 — 2003
Economy and finance
Compak Asset Management 2006 - Present
Indymac Bank 2004 - 2006
BenefitMall 1998 - 2004
Skills
Financial Planners, Insurance, Retirement Planning, Asset Managment, Strategic Financial..., Disability Insurance, Employee Benefits, Small Business, Risk Management, Wealth Management, Investments, Sales, Portfolio Management, Asset, Financial Analysis, Financial Services, Strategic Planning, Fixed Annuities, Asset Management, 401k, Budgets, Finance, Real Estate, Certified Financial..., Securities, Series 7, Financial Goals, Retirement, Mutual Funds, Asset Allocation, Investment Strategies, Life Insurance, Loans, Series 63, Financial Advisory, IRAs, Mortgage Lending, Investment Advisory, Alternative Investments, Banking, Term Life Insurance, Underwriting, Personal Finance, Estate Planning, Credit, Financial Planning
Education
University of California, Irvine 2006 — 2008
PFP Certificate, Personal Financial Planning
State University, Moldova (USSR) 1987 — 1992
B.S., Applied Mathematics & Computer Science
Introspect Consulting Group January 2014 - August 2015
US Army August 2013 - 2014
US Army November 2012 - June 2013
United States Department of Defense August 2011 - November 2012
US Army 2010 - 2011
Countrywide Financial May 2007 - September 2008
AXA Advisors August 2006 - May 2007
AIG Financial Services July 2005 - August 2006
Pacific Life May 2004 - July 2005
Compak Asset Management December 2003 - May 2004
Skills
Security Clearance, Military, Customer Service, Inventory Management, PowerPoint, Public Speaking, Event Planning, Military Experience, Military Operations, Government, DoD, Microsoft Office, Training, Team Building, International Relations, Research, Intelligence, Fundraising, Organizational..., Homeland Security, Leadership Development, Policy, Community Outreach, Conflict Resolution, Strategic Planning, Nonprofits, Public Relations, Command, Government Contracting, Leadership, Microsoft Word, Policy Analysis, Coaching, Information Assurance, Staff Development, Analysis, National Security, Microsoft Excel, Proposal Writing, Supervisory Skills, Program Management, Intelligence Analysis, Army, Operational Planning, Time Management, Security, Program Development, Human Resources, Management, Volunteer Management
Education
Norwich University 2011 — 2013
Master of Arts (M.A.), Diplomacy and International Commerce
University of Maryland University College
Bachelor of Science (BS), Political Science and Government
Compak Asset Management April 2007 - November 2013
MUIV April 2006 - April 2007
Experian April 2002 - April 2006
GC Services November 2000 - April 2002
Pacific Life April 1990 - October 2000
Banking Industry (various) September 1982 - April 1990
Skills
Finance, Business Development, Financial Services, Marketing, Credit, Budgets, Sales, Small Business, Project Planning, Retirement, Securities, Loans, Strategic Financial..., Risk Management, Insurance
Education
California State University-Fullerton 1978 — 1983
BA, finance
Vestige Wealth Management January 2008 - Present
Compak Asset Management April 2002 - December 2007
Washington Mutual November 2000 - April 2002
Skills
Financial Planning, Wealth Management, Investment Strategies, Investments, Investment Advisory, Portfolio Management, Asset Management, Retirement Income..., ETFs, Mutual Funds, Trading, Financial Markets, Asset Allocation, Equities
Education
California State University-Fullerton - College of Business and Economics 1996 — 1999
Bachelor or Arts, Finance and Investments
Orange Lutheran High School 1990 — 1994
Compak Asset Management March 1998 - Present
Education
University of California, Irvine
South County Financial Planning January 2008 - Present
Women Investing in Security & Education 2004 - 2008
Compak Asset Management December 2003 - October 2007
Hughes Aircraft Company 1991 - 1992
Skills
Retirement Planning, Financial Planning, Estate Planning, Retirement, Insurance
Education
University of California, Irvine 2000 — 2002
CFP Certificate, Personal Financial Planning
California State University-Dominguez Hills 1988 — 1991
B.S. Business Administration, Computer Information Systems
Dedicated Distribution Partners, LLC. August 2015 - Present
BancWest Investment Services November 2014 - April 2015
Raymond James June 2013 - November 2014
Compak Asset Management March 2005 - June 2013
Atlas Securities September 2003 - November 2004
Compak Asset Management January 2003 - September 2003
Morgan Stanley October 2000 - January 2003
Skills
Financial Advisory, Asset Managment, Strategic Financial..., Financial Services, Retirement Planning, Mutual Funds, Asset Management, Investments, Retirement, Wealth, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Securities, Series 7
Education
California State University-Long Beach
Bachelor's degree, Finance and Financial Management Services
Mission Viejo High School
University of California, Irvine
Personal Financial Planner, Financial Planning and Services
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - June 2014
Compak Asset Management March 2013 - June 2013
Merrill Lynch March 2012 - June 2013
Bank of America June 2010 - March 2012
The Walt Disney Company June 2008 - June 2010
Associated Students, Inc.- CSUF January 2009 - July 2009
Panhellenic Council January 2007 - December 2008
Skills
Outlook, Event Planning, Fundraising, PowerPoint, Public Speaking, Cold Calling, Qualifying Prospects, Sales Plan, Management, Marketing Strategy, Time Management, Sales Management
Education
California State University-Fullerton 2006 — 2011
BA - Business Administration, Finance and Management
Compak Asset Management April 2008 - Present
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Financial Advisory
Education
Chapman University