Compak Asset Management

Description

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

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Compak Asset Management Employees

Employee
Years
Job
Industry
Javaid Ansari Javaid Ansari Greater Los Angeles Area Details
Javaid Ansari's Compak Asset Management Experience June 2012 - Present
Job Executive Vice President at Compak Asset Management
Industry Investment Management
Experience
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)

Eddy Olandj, CFP® Eddy Olandj, CFP® Newport Beach, California Details
Eddy Olandj, CFP®'s Compak Asset Management Experience March 2000 - April 2013
Job Senior Vice President Investments
Industry Financial Services
Experience
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

Charles Webb, CFP® Charles Webb, CFP® San Diego, California Details
Charles Webb, CFP®'s Compak Asset Management Experience September 2008 - June 2013
Job Private Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
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

Anne-Laure Fantuzzi, CFA Anne-Laure Fantuzzi, CFA Orange County, California Area Details
Anne-Laure Fantuzzi, CFA's Compak Asset Management Experience May 2011 - Present
Job Research Analyst at Compak Asset Management
Industry Investment Management
Experience
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

Kate Galkina, CFP®, CLU® Kate Galkina, CFP®, CLU® Newport Beach, California Details
Kate Galkina, CFP®, CLU®'s Compak Asset Management Experience 2006 - Present
Job VP, Certified Financial Planner™, IRS Enrolled Agent
Industry Financial Services
Experience
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

Alicia Scott, MDY Alicia Scott, MDY Savannah, Georgia Area Details
Alicia Scott, MDY's Compak Asset Management Experience December 2003 - May 2004
Job Social Media Management | Web Development
Industry Management Consulting
Experience
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

Fred Jin Fred Jin Orange County, California Area Details
Fred Jin's Compak Asset Management Experience April 2007 - November 2013
Job Vice President, Certified Financial Planner at Compak Asset Management
Industry Financial Services
Experience
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

Brian Whitney Brian Whitney Orange County, California Area Details
Brian Whitney's Compak Asset Management Experience April 2002 - December 2007
Job President & CEO/Chief Investment Strategist at Vestige Wealth Management
Industry Financial Services
Experience
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

Eddy Olandj Eddy Olandj Orange County, California Area Details
Eddy Olandj's Compak Asset Management Experience March 1998 - Present
Job Financial Advisor at Compak Asset Management
Industry Investment Management
Experience
Compak Asset Management   March 1998 - Present

Education
University of California, Irvine

Angela Grillo, CFP® Angela Grillo, CFP® Orange County, California Area Details
Angela Grillo, CFP®'s Compak Asset Management Experience December 2003 - October 2007
Job South County Financial Planning
Industry Financial Services
Experience
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

David Nelson David Nelson Orange County, California Area Details
David Nelson's Compak Asset Management Experience March 2005 - June 2013
Job Regional Vice President, Western USA
Industry Insurance
Experience
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

Diana Chien Diana Chien Orange County, California Area Details
Diana Chien's Compak Asset Management Experience March 2013 - June 2013
Job
Industry Financial Services
Experience
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

Ed Gaither Ed Gaither Scottsdale, Arizona Details
Ed Gaither's Compak Asset Management Experience April 2008 - Present
Job Financial Advisor at Compak Asset Management
Industry Financial Services
Experience
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