CONCERT Wealth Management, Inc.
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CONCERT Wealth Management, Inc. Employees
Loring Ward June 2014 - Present
CONCERT Wealth Management, Inc. March 2014 - June 2014
Concert Wealth Management, Inc. September 2012 - June 2014
CONCERT Global Group Ltd. October 2011 - May 2012
Santa Clara University June 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Stata, Access, Research, Management
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Economics
Fisher Investments July 2015 - Present
Santa Clara University October 2013 - Present
CONCERT Wealth Management, Inc. April 2015 - June 2015
HouseMaid Hero June 2014 - August 2014
Mercer Island Lacrosse Club February 2012 - June 2012
Skills
WordPress, Social Media, Calculus, Microsoft Excel Expert..., Spanish, Social Networking, Time Management, PowerPoint, Microsoft Office 2008..., Microsoft Surface, Windows Movie Maker, JMP, Microsoft Access, Photoshop, Statistical Data..., Regression Analysis, Microsoft Excel, Microsoft Word, Salesforce.com
Education
Santa Clara University 2012 — 2016
Bachelor's Degree, Finance and Economics, Junior
Mercer Island High School 2008 — 2012
High School, 3.7
Financial Strategies Group December 2012 - Present
CONCERT Wealth Management, Inc. December 2012 - June 2015
FINRA and NYSE 1992 - 2013
Weaver Wealth Management February 2001 - November 2012
Financial Planning Standards Board Ltd. 2010 - 2012
CFP Board 2007 - 2012
Dallas Summer Musicals 2006 - 2012
Dallas Summer Musicals 2009 - 2011
Raymond James Financial Inc. 1989 - 2011
Weaver Tidwell Wealth Management February 2001 - November 2009
Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
AIF, Accredited Investment Fiduciary
College of Financial Planning 1975 — 1978
CFP, Personal Finance
University of North Texas 1966 — 1970
MBA, Management and Economics
Fairleigh Dickinson University-Metropolitan Campus 1961 — 1966
BS, Engineering and Management
Lagunitas Asset Management June 2013 - Present
CONCERT Wealth Management, Inc. November 2010 - June 2013
RBC Wealth Management June 2008 - November 2010
A.G. Edwards & Sons, Inc. September 1997 - May 2008
Skills
Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Stocks, Bonds, College Savings Plans, Personal Financial..., Financial Analysis, Nonprofits, Insurance, Planning Budgeting &..., Equities, Venture Capital, Investments, Asset Management, Portfolio Management, Finance, Trading, Valuation, Retirement, Leadership, Financial Planning, ETFs, Investment Advisory, Strategic Planning, Financial Advisory, Securities, Management, Options, Marketing, Sales, Team Building, Risk Management, Wealth Management, Due Diligence, Financial Services, Public Speaking, Financial Modeling, Social Networking, Funding, 401k, Public Relations, Customer Service, Capital Markets, Private Equity, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments
Education
University of California, Davis 1994 — 1999
Bachelor of Arts (B.A.), International Economics
Juneau-Douglas High School 1990 — 1994
AIG September 2013 - Present
Bon Appétit Management Company September 2010 - June 2013
CONCERT Wealth Management, Inc. October 2012 - January 2013
Aruba Networks June 2011 - September 2011
Gap Inc./Banana Republic July 2010 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Customer Service, Event Planning, Salesforce.com, Financial Analysis, Data Analysis
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor's degree, Finance
Overland Park Wealth Management January 2014 - Present
CONCERT Wealth Management, Inc. August 2013 - September 2014
Etesian Wealth Advisors, LLC November 2012 - July 2013
Merrill Lynch April 2010 - November 2012
Dreyfus April 2008 - April 2010
Merrill Lynch 2006 - 2007
Skills
Interpersonal Leadership, Interpersonal..., Reading Comprehension, Written Communication, Data Analysis, Research, Interpersonal..., Analysis, Synthesizing, Pattern Recognition, Public Speaking, Asset Allocation, Retirement Planning, Investments, SharePoint, Microsoft Office, Microsoft Excel, Investment Management, Strategic Financial..., Portfolio Management, Wealth Management..., Asset Management, Strategic Planning, Investment Advisory, Fixed Income, Financial Planning, Financial Services, Wealth Management, New Business Development, Computer Proficiency
Education
University of Denver - Josef Korbel School of International Studies 2007 — 2007
International Relations and National Security Studies, 3.8
International Language Institute - Cairo 2007 — 2007
Language School, Modern Standard Arabic, Egyptian Colloquial Arabic
Whitworth University 2000 — 2004
Bachelor's Degree, Philosophy and Religious Studies, 3.5
Blue Valley North High School
My Harvest Field Insurance and Financial Advisors January 2009 - Present
Concert Wealth Management, Inc. July 2012 - Present
Big Brothers Big Sisters November 2011 - Present
Babyspot.com November 2006 - Present
BabySpot Latino.com November 2006 - Present
ALPFA Houston January 2012 - December 2013
ALPFA National June 2006 - September 2010
Advaion, LLC August 2005 - March 2008
Bee Well January 2005 - January 2007
BDO Seidman July 2004 - July 2005
Skills
Leadership, Entrepreneurship, Social Networking, Management, Accounting, Strategy, Risk Management, Non-profits, Marketing
Education
University of Phoenix 2012 — 2014
Master of Health Administration, Health/Health Care Administration/Management
Florida International University - College of Business 2000 — 2003
B.Acc., Accounting
Barry University 1996 — 2000
BS, Biology
Concert Wealth Management, Inc. January 2010 - Present
Skills
Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Investments, Wealth Management, Portfolio Management, Investment Management, Equities, Fixed Income, Series 7, Valuation, Wealth Management..., Series 63, Strategic Financial..., Mutual Funds, Retirement Planning, Corporate Finance, Due Diligence, Financial Modeling, Finance
Education
University of Central Arkansas
Accounting and Business/Management
CONCERT Wealth Management, Inc. October 2014 - Present
CONCERT Capital Management October 2013 - Present
Eastsound Capital Advisors, LLC December 2011 - Present
Maple Park Management, LLC January 2010 - Present
Purcell Advisory Services, LLC May 2012 - August 2013
Maple Park Capital, LP October 2006 - December 2009
Typenex Medical, LLC January 2004 - September 2006
Chicago Investment Fund & Private Equity Firm August 2002 - December 2003
RE2 - Market & Economic Advisors January 1997 - December 1998
Attractions Hawaii January 1995 - December 1996
Skills
Trading, Private Equity, Investments, Venture Capital, Hedge Funds, Management Consulting, Asset Management, Portfolio Management, Financial Modeling, Investment Strategies, Due Diligence, Financial Analysis, Real Estate Investment, Risk Management, Alternative Investments, Financial Planning, Technical Analysis, Asset Allocation, Business Strategy, Mutual Funds, Wealth Management, Investment Advisory, Asset Managment, Securities, Finance, Investment Management, Capital Markets, Financial Services, Valuation, Entrepreneurship, Trading Systems, ETFs, Equities, Equity Research, Fixed Income, Options, Emerging Markets, Financial Advisory, Bonds, Financial Markets, Fund Of Funds, Global Macro, Financial Structuring, Series 7, Wealth Management..., Strategy, Mergers & Acquisitions, Management, Leadership, Analysis
Education
Kellogg School of Management 1998 — 2002
MBA, Finance, Strategy, Marketing
Northwestern University School of Law 1998 — 2002
JD, Commercial Law
Cornell University
B.Sc., Hospitality/ Real Estate Finance
Punahou School
CONCERT Wealth Management, Inc. 2015 - Present
United States Marine Corps Reserves May 1987 - Present
Congessional Campaign 2014 January 2014 - May 2014
Merrill Lynch October 2000 - December 2008
Edward Jones February 1999 - October 2000
Skills
Strategic Planning, Logistics Planning, Financial Advisory, Military Logistics, Command, Military, Military Operations, DoD, Defense, Military Experience, Operational Planning, Top Secret, Security Clearance, Government, Intelligence, Organizational..., National Security, Intelligence Analysis, Sales
Education
Chaminade University of Honolulu 1993 — 1995
Master of Business Administration (MBA)
Marquette University 1983 — 1987
Bachelor of Science (BS), Marketing
Universal Value Advisors 2006 - Present
CONCERT Wealth Management, Inc. August 2014 - Present
Barone Imports & Wholesale 2008 - Present
California State Automobile Association (AAA) 2000 - Present
Allied Mineral Products 2003 - Present
Adagio Trust Comapany 2000 - 2006
Federal Home Loan Bank of San Francisco 1996 - 2004
Comstock Bank January 1984 - December 1999
University of Nevada Reno 1979 - 1984
Cleveland Trust Company 1973 - 1976
Skills
Investments, Portfolio Management, Risk Management, Financial Analysis, Asset Managment, Valuation, Equities, Mergers, Business Strategy, Banking, Economics, Analysis, Due Diligence, Fixed Income, Research, Financial Modeling, Budgets, Business Analysis, Corporate Governance, Credit Analysis, Management Consulting, Credit, Bonds, Hedge Funds, Accounting, Strategic Financial..., Loans, Mutual Funds
Education
Georgetown University 1966 — 1972
Ph.D., Economics
Gilmour Academy
Barone Imports and Wholesale January 2008 - Present
Universal Value Advisors January 2006 - Present
CONCERT Wealth Management, Inc. August 2014 - Present
Skills
Investments, Portfolio Management, Financial Analysis, Asset Managment, Wealth Management, Customer Service, Equities, Financial Modeling, Hedge Funds, Valuation, Fixed Income, Insurance, Private Equity, Investment Strategies, Equity Research, Financial Risk, Alternative Investments, Mutual Funds, Management, Investment Advisory, Equity Valuation, Due Diligence, Asset Management, Securities, Fund Of Funds, Risk Management, Financial Markets, Business Valuation, Financial Advisory, Bonds, Mergers & Acquisitions, Asset Allocation, Investment Management, Series 7
Education
University of Nevada-Reno 1992 — 1997
University of Nevada-Las Vegas 1992 — 1995
CONCERT Wealth Management, Inc. February 2014 - Present
Merlin Asset Management February 2014 - Present
North Shore Asset Management, LLC July 2012 - January 2014
First Empire Asset Management, Inc August 2008 - July 2012
Altanes Investments, LLC August 2003 - August 2008
Ashland Management Inc January 2002 - August 2003
Albert Einstein College of Medicine 1998 - 2002
Department of Psychiatry Research, Hillside Hospital 1996 - 2002
Mt. Sinai School of Medicine and Elmhurst Hospital Center, New York 1993 - 1996
New York State Psychiatric Institute 1986 - 1992
Skills
Options, Portfolio Management, Asset Managment, Equities, Fixed Income, Investment Management, Hedge Funds, Investments, Financial Modeling, Emerging Markets, Alternative Investments, Sailing, Risk Management, Financial Risk, Bloomberg, Investment Strategies, Asset Allocation, Economics, Finance, Asset Management, Wealth Management, Capital Markets, Start-ups, Securities, ETFs, Investment Advisory, Mutual Funds, Institutional..., Equity Research, Fundamental Analysis, Portfolio Optimization, Quantitative Investing, Global Macro, Fund Of Funds, Wealth Management..., Trading
Education
The New School 1988 — 1996
Ph.D.
Columbia University College of Physicians & Surgeons 1991 — 1992
Internship
New School University 1986 — 1988
Master of Arts (MA)
Concert Wealth Management, Inc. January 2013 - Present
Target 2003 - 2011
Deloitte & Touche 1999 - 2003
Federal Reserve Bank of Minneapolis February 1995 - June 1997
Federal Reserve Bank of Kansas City February 1992 - February 1995
Skills
Economics, Forecasting, Essbase, Business Planning, Business Intelligence, Quantitative Modeling, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Management, Financial Modeling, Management, Data Warehousing, Finance, Investments, Managerial Finance
Education
Iowa State University 1990 — 1992
M.S., Economics
Idaho State University 1988 — 1990
B.S., Economics
CONCERT Wealth Management, Inc. December 2014 - Present
Forecast Capital Management LLC September 2013 - Present
York Street CrossFit LLC October 2011 - Present
Morgan Stanley Wealth Management April 2011 - September 2013
Hilliard Law Group, LLC May 2010 - April 2011
Castle Meinhold & Stawiarski LLC May 2009 - May 2010
Denver District Attorney's Office August 2008 - December 2008
Green Light Trading January 2004 - March 2006
Chicago Board of Trade September 2002 - December 2003
Skills
Estate Planning, Real Estate, Securities, Investments, Hedge Funds, Series 7, Private Placements, Equities, Small Business, Alternative Investments, Mutual Funds, Entrepreneurship, Asset Allocation, Portfolio Management, Series 63, Wealth Management, Investment Strategies
Education
Thomas M. Cooley Law School 2006 — 2008
Juris Doctorate, Business Transactions
University of Colorado Boulder - Leeds School of Business 1997 — 2001
BS, Finance
University of Colorado at Boulder 1997 — 2001
BS, Finance with emphasis in Entrepreneurship
Marian Catholic High School 1994 — 1997
CONCERT Wealth Management, Inc. November 2012 - Present
The Sage School January 2011 - Present
Summit Creek Capital LLC July 2009 - Present
Company of Fools June 2011 - November 2012
Interfund Capital Corp September 2007 - July 2009
UBS Financial Services Inc. January 2004 - September 2007
UBS Financial Services Inc. January 1998 - September 2007
Moss Adams LLC December 1994 - January 1998
Skills
Portfolio Management, Asset Management, Asset Allocation, Asset Managment, Investments, Strategy, Valuation, Risk Management, Finance, Equities, Securities, Business Development, Management, Leadership, Financial Services, Strategic Planning, Real Estate, Alternative Investments
Education
EDHEC - Risk Institute 2010 — 2010
Advances in Asset Allocation Strategies Seminar, Investments and Securities
CFA Institute 1995 — 2000
CFA, Chartered Financial Analyst
Georgia Institute of Technology 1992 — 1994
MS Management, Concentration in Finance & Accounting
University of North Carolina at Chapel Hill 1985 — 1988
BA, History
Woodberry Forest School 1980 — 1984
Lampe Financial, LLC January 1979 - Present
CONCERT Wealth Management, Inc. November 2014 - Present
Allegheny Investments, Ltd. June 1990 - November 2014
Phoenix Equity Planning Corporation November 1985 - June 1990
Ameriprise Financial Services, Inc. January 1979 - November 1985
Skills
Retirement Planning, Investments, Investment Advisory, Strategic Financial..., Wealth Management, Asset Allocation
Education
Certified Financial Planner Board of Standards, Inc.
Carnegie Mellon University 1963 — 1967
BS, Business Education
University of Pittsburgh 1969 — 1970
M.Ed., Business
GLK Ventures, Inc. November 2013 - Present
CONCERT Wealth Management, Inc. January 2014 - July 2014
IPL Mortgage & Real Estate January 2012 - February 2014
Skills
Banking, Customer Service, Financial Services, Loan Processing, Marketing Management, Operations Management, Credit Analysis, Loans, Credit, Leadership, Accounting, Training, Portfolio Management, Marketing, Access, Market Research, Microsoft Excel
Education
Irvine Valley College 2012 — 2015
Business Administration and Management, General
De Anza College 2008 — 2011
Molecular Biology
CONCERT Wealth Management, Inc. 2010 - 2015
Sunbelt Rentals June 2005 - May 2010
Skills
IRA's, Roth IRA, Investment Advisory, Wealth Management, Portfolio Management, 401k Rollovers, Retirement Planning, Small Business, Retirement Income..., Annuities, Financial Planning, 401k, Mutual Funds, Long Term Care, Wealth Transfer, Financial Advisory, Charitable Giving, Estate Planning, Life, Employee Benefits, FINRA, Mortgage Lending, Fixed Income, High Net Worth..., Funding, Wealth Management..., ETFs, Financial Goals, Whole Life, Options, 529 Plans, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Defined Benefit, Wealth Accumulation, Investment Management, Stocks, Risk Management, Securities, Life Insurance, Bonds, Financial Planners, Finance, Equities, Financial Services, Insurance, Asset Management, Investments, Long-term Care
Education
Columbia College 2008 — 2012
Bachelor of General Studies, Business Management
Oklahoma Christian University 1975 — 1978
Business Administration
CONCERT Wealth Management, Inc. July 2014 - Present
CONCERT Wealth Management, Inc. December 2014 - June 2015
CONCERT Global Group Ltd. June 2013 - July 2014
Bon Appetite Catering Service, Santa Clara University June 2011 - June 2014
Skills
PowerPoint, Access, Microsoft Excel, Social Media, Research, Microsoft Word, Teamwork, Microsoft Office, Excel, Photoshop, Financial Analysis, Team Building, Public Speaking, Event Planning, Critical Thinking, Data Analysis, Market Research, Time Management, Fundraising, Word, English, Problem Solving, Leadership, Intercultural Awareness, International Business
Education
Santa Clara University 2010 — 2014
Bachelor's degree, Finance
Palos Verdes High School 2006 — 2010
Ryan Suen Photography October 2012 - Present
Pathway Capital Management August 2014 - December 2014
KPMG October 2013 - March 2014
Brandon Wong Photography January 2012 - February 2014
Concert Wealth Management, Inc. January 2013 - August 2013
Genuine Automotive June 2012 - September 2012
NeverMind Communication June 2011 - August 2011
Tai Ping Advertising June 2011 - August 2011
AdBeyond Guru Online June 2009 - August 2009
Skills
Photography, Social Media, Public Speaking, Research, PowerPoint, Facebook, Microsoft Excel, Marketing, Teamwork, Event Planning, Microsoft Word, Mergers & Acquisitions, Investments, Lightroom, Photoshop, Financial Modeling, Adobe Creative Suite, Critical Thinking, Creative Writing, Microsoft Office, Customer Service, Leadership
Education
University of California, Irvine 2011 — 2015
Bachelor’s Degree, Business Administration - Finance
Fudan University 2013 — 2014
Business Administration and Management
Santa Clara University July 2015 - Present
Santa Clara University February 2015 - Present
CONCERT Wealth Management, Inc. March 2015 - August 2015
Bedrosian & Associates January 2015 - March 2015
Gariwo September 2014 - December 2014
Newport Yacht Club May 2007 - September 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Teamwork, Research, Customer Service, Public Speaking, CPR Certified, Leadership, Social Media, Time Management, Event Management, Social Networking, Facebook, Management, Social Media Marketing, Public Relations, Communication
Education
Santa Clara University 2012 — 2016
Santa Clara University
Finance, General
CONCERT Wealth Management, Inc. June 2012 - Present
The Planning Group June 2009 - June 2012
Wachovia, A Wells Fargo Company March 2009 - May 2009
Thrivent Financial for Lutherans May 2007 - August 2007
BestMark, Inc. May 2005 - August 2005
Skills
Tactical Asset..., Alternative Investments, Portfolio Management, Managed Futures, Equities, Investments, Hedge Funds, Fixed Income, Financial Planning, Private Debt, Trend Following, Investment Modeling, Analytics
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Finance
Wayzata High School 2001 — 2005
Business Focus
PwC Sydney May 2015 - Present
PwC San Francisco July 2014 - May 2015
PwC San Francisco September 2011 - June 2014
Concert Wealth Management, Inc. January 2009 - June 2010
Skills
US GAAP, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, GAAP, Internal Controls, Valuation, Auditing, Corporate Finance, External Audit, Finance, Due Diligence, SEC filings, Account Reconciliation, Revenue Recognition, Managerial Finance, IFRS, Financial Statements
Education
Santa Clara University 2007 — 2011
Bachelor of Science (BS), Accounting
Wells Fargo Advisors, LLC August 2013 - Present
Raymond James December 2011 - June 2013
Fifth Avenue Advisors LLC October 2011 - December 2011
Nature's Select January 2011 - August 2011
Concert Wealth Management, Inc. December 2009 - August 2010
Morgan Stanley Smith Barney August 2008 - December 2009
Wachovia Securities September 2006 - August 2008
Nature's Select August 2003 - August 2006
Education
Arizona State University 2002 — 2006
Bachelor of Science, Business Administration
Fuller Wealth Management LLC May 2011 - Present
Concert Wealth Management, Inc. 2011 - 2013
First Financial Equity Corporation March 2011 - June 2011
Edward Jones May 2008 - March 2011
Phoenix Suns January 2008 - April 2008
Kenyon Construction Inc October 2004 - April 2008
Skills
Strategic Financial..., Wealth Management, Investments, Advertising, Portfolio Management, Finance, Retirement Planning, Program Management, Estate Planning, Small Business, Investment Strategies, Mutual Funds, Management, Asset Management, Life Insurance, Asset Allocation, Series 7, Series 63, Retirement, Alternative Investments, Wealth Management..., Investment Advisory, Financial Advisory, Fixed Income, Investment Management, Uniform Combined State..., Financial Planning
Education
Arizona State University 2006 — 2008
Bachelor of Arts (B.A.), Business/Corporate Communications
Mesa Community College 2004 — 2006
Associate's degree, General Studies
CONCERT Wealth Management, Inc. June 2014 - Present
Skills
Mortgage Lending, Loans, Sales, Mortgage Banking, Refinance, Loan Origination, FHA, Credit, Underwriting, Credit Analysis, First Time Home Buyers, Investment Properties, Sales Management, Account Management, Residential Mortgages, Home Equity Loans, Mortgage Marketing, Negotiation, Sellers, REO, Sales Methodologies, Sales Strategy..., Sales / Service..., Sales Pipeline..., Field Engagement, Sales & Inventory /..., Supply Chain Management, Business Analytics, Cross-Functional Team..., Workflow Process..., New Hire Training, Client / Vendor..., Strategic Partnerships, Customer Service, Competitive Market...
Education
University of California, San Diego 1997 — 1999
BA
Overland Park Wealth Management January 2014 - Present
Concert Wealth Management, Inc. February 2012 - May 2014
Merrill Lynch February 1992 - February 2012
Stratton Capital Management 1987 - 1992
Skills
Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, Estate Planning, Investments, Retirement, Strategic Financial..., Investment Management, Asset Managment, Portfolio Management, Insurance
Education
Emporia State University 1983 — 1986
BS - Business, Business Administration
St. Olaf College 1981 — 1983
Wausau East High School 1977 — 1981
CONCERT Wealth Management, Inc. March 2015 - Present
Northwest Asset Management August 2012 - March 2015
RBC Wealth Management August 2010 - August 2012
Skills
Investments, Asset Allocation, Retirement Planning, Asset Management, Investment Management, Retirement, Investment Advisory, Strategic Financial..., Strategic Planning, Personal Finance, Wealth Management..., Portfolio Management, Investment Strategies, Personal Financial..., Wealth Management, Retirement Plan..., Finance, Mutual Funds, Equities, Financial Modeling, Strategy, High Net Worth..., Estate Planning, Securities, Financial Analysis, Fixed Annuities, Credit, Valuation, 401k, IRAs
Education
Seattle University 2008 — 2010
MBA, Finance
University of Washington 2002 — 2006
Bachelor of Arts
CoreReboot July 2015 - Present
Be Mindfully 2014 - Present
Consultant 2005 - Present
CONCERT Wealth Management, Inc. January 2012 - Present
Declara October 2013 - 2015
CONCERT Advisor Marketing, LLC October 2011 - October 2013
CONCERT Advisor Services August 2010 - October 2013
Military University Nueva Granada 2002 - 2005
RCN Television 1998 - 2003
Skills
User Interface Design, Adobe Creative Suite, User Experience, Dreamweaver, Marketing, Social Media, Photoshop, Interaction Design, Business Planning, Strategic Financial..., Market Research, Financial Analysis, Investments, Marketing Strategy, Information Architecture, Spanish, Integrated Marketing, Animation, Multimedia, Web Design, User Interface, Graphic Design, Public Speaking, Web Analytics, Asset Managment, Flash, Business Strategy, SEM, Financial Planning, Usability, Wireframes, Public Relations, Mac, Start-ups, Strategy, Mobile Design, Logo Design, Concept Development, Mobile Devices, Corporate Identity, Virtual Reality, Augmented Reality
Education
General Assembly 2013 — 2014
User Experience Design (UXD), Industrial and Product Design
General Assembly 2013 — 2013
Design, Technology, Business
Stanford Continuing Studies 2012 — 2012
Entrepreneurship/Entrepreneurial Studies
San Francisco State University 2010 — 2010
Integrated Marketing, Marketing, Research, SEO, Branding, Social Media
Universidad de Los Andes 2003 — 2004
Multimedia Creation Certificate, Digital Media
Pontificia Universidad Javeriana 1992 — 1997
Industrial Designer, Industrial and Product Design, UX, Graphic Design
Anglo Colombian School 1979 — 1992
High School, IB
General Assembly
McLean Meditation Institute
E*TRADE Financial April 2011 - Present
Concert Wealth Management, Inc. June 2009 - April 2011
Wells Fargo Advisors June 2005 - June 2009
Morgan Stanley Smith Barney June 1994 - June 2005
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Banking, Credit, Insurance, Portfolio Management, Finance, Fixed Income, Investment Management, Wealth, Asset Management, Investment Strategies, Investment Advisory, Alternative Investments, Financial Advisory, Risk Management, Analysis, Asset Allocation, Financial Services, Capital Markets, Estate Planning, Bonds, 401k, Hedge Funds, Relationship Management
Education
Bowdoin College 1969 — 1973
Bachelor of Arts (B.A.), Liberal Arts and Sciences
Oracle May 2014 - Present
Santa Clara University November 2011 - March 2014
CONCERT Global Group Ltd. September 2013 - January 2014
CONCERT Wealth Management, Inc. June 2013 - September 2013
Concert Wealth Management, Inc. October 2012 - June 2013
Skills
Budgets, Microsoft Excel, Customer Service, Financial Analysis, PowerPoint, Accounting, Blogging, QuickBooks, Compliance, Time Management, Research, Finance, Management, Market Research, Analysis, Auditing, Spanish, Data Analysis
Education
Santa Clara University 2010 — 2014
Bachelor of Science in Commerce, Finance, General
Concert Wealth Management, Inc. April 2012 - Present
Wells Fargo-Private Client Group August 2008 - March 2012
UBS Financial Services August 2003 - August 2008
Education
San Jose State University 1985 — 1990
Bachelor's degree, Adminstration of Justice
Prometheus Development (Torch LMS) November 2014 - Present
CONCERT Wealth Management, Inc. April 2013 - December 2014
ParentLink March 2014 - October 2014
CleanTelligent Software April 2012 - April 2013
ExactRail April 2012 - January 2013
Wealth Architects June 2007 - April 2012
Skills
Salesforce.com, Software Solution Sales, Sales Process, Microsoft Office, Sales Execution, Strategic Selling, Direct Sales, Social Media, Sales, Microsoft Excel, Leadership, Customer Service, Budgets, PowerPoint
Education
BYU 2011 — 2015
Bachelor of Business Administration (BBA), Business Strategy
Brigham Young University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Strategy
Crowdfund Mafia February 2015 - Present
Zen Fertility Center May 2014 - September 2014
Alternative Strategies May 2014 - August 2014
Nike August 2013 - August 2014
California State University, Chico (PTP) August 2012 - June 2013
Tehama Group Communications January 2013 - May 2013
CONCERT Wealth Management, Inc. June 2011 - August 2011
wsRadio Networks September 2010 - August 2011
The San Diego Union-Tribune August 2010 - August 2011
Skills
AP Style, Journalism, News Writing, Press Releases, Copy Editing, Blogging, Feature Articles, Storytelling, Social Media, Public Relations, Newspapers, Media Relations, Online Journalism, Web Content, Social Media Marketing, Facebook, Event Planning, Social Networking, Adobe Creative Suite, Event Management, Copywriting, Newsletters, Fact-checking
Education
CSU Chico 2011 — 2013
Bachelor's degree, Public Relations
Southwestern College 2009 — 2011
Associate's degree, Communication, Journalism, and Related Programs