David White & Associates
Address: 3150 Crow Canyon Pl, San Ramon, CA 94583 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5:30PMTuesday8AM–5:30PMWednesday8AM–5:30PMThursday8AM–5:30PMFriday8AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (925) 277-2600: Place name: Website: Category: : : : : : Website: http://www.dwassociates.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.
David White & Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at David White & Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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David White & Associates Employees
JPMorgan Chase Bank, N.A. December 2011 - Present
David White & Associates 2008 - 2011
MetLife 2000 - 2008
McElwain Landscaping July 1979 - December 2000
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Financial Planning, Retirement, Asset Allocation, Financial Analysis, Series 63
Education
Berklee College of Music
ICMA-RC January 2012 - Present
David White & Associates January 2009 - December 2011
MassMutual Financial Group October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Valuation, Mutual Funds, PowerPoint, Investments, Retirement, Series 65
Education
California State University-Hayward 2003 — 2006
Bachelor of Science (BS), Business
David White & Associates August 2012 - Present
State Farm December 2005 - August 2012
CAC June 2006 - May 2009
Skills
Leadership, Insurance, Retirement Planning, Life Insurance, Small Business, Strategic Financial..., Disability Insurance, Business Planning, Financial Planners, Finance, Retirement, Employee Benefits, Comprehensive Planning, Estate Planning, Fixed Annuities, Long-term Care, Wealth Accumulation, Long Term Care Insurance
Education
California State University-East Bay
Bachelor's degree
Tennyson High School
Vin65 December 2013 - Present
United States Army Reserve April 2011 - Present
Jinta Vineyards & Winery DBA Hannah Nicole Vineyards March 2013 - November 2013
Hannah Nicole Vineyards & Winery March 2010 - March 2013
David White & Associates January 2009 - March 2010
Hannah Nicole Vineyards & Winery January 2007 - January 2009
Best Buy October 2003 - January 2007
Arthur J. Gallagher 2003 - 2005
Skills
Sales, Social Media Marketing, Adobe Creative Suite, Microsoft Office, Print Production, Goal Oriented, Organized Multi-tasker, Customer Experience, Telecommunications, Communication Skills, Community Service, Social Media, Customer Satisfaction, POS (Point of Sale), Web Services, Windows Server, Illustrator, InDesign
Education
University of San Francisco 2007 — 2009
Organizational Behavior, Business
California State University-Long Beach 2001 — 2003
Hall Capital Partners LLC January 2015 - Present
EY January 2014 - January 2015
UBS Wealth Management November 2012 - March 2013
David White & Associates June 2012 - August 2012
Bacara Resort & Spa October 2010 - August 2011
True-Tech Corporation June 2010 - September 2010
Morling Financial Advisors June 2009 - September 2009
Skills
Auditing, Accounting, Wealth Management, Financial Statement..., Microsoft Excel, Equity Research, Business Valuation, Financial Analysis, Financial Modeling, Trading, PowerPoint, Equity Valuation, Leadership, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Analysis, Corporate Finance, Data Analysis, Economics, Equities, Finance, Financial Accounting, Access, Valuation, Teamwork, Financial Reporting, Time Management, Bloomberg, Financial Statements, Risk Management, Social Networking, Customer Service, Management
Education
University of California, Santa Barbara 2009 — 2013
Bachelor's Degree, Business Economics with an Emphasis in Accounting
Università Commerciale 'Luigi Bocconi' / Bocconi University 2010 — 2011
Monte Vista High School 2006 — 2009
High School Diploma
Merrill Lynch May 2012 - Present
Wells Fargo Advisors, LLC October 2011 - May 2012
David White & Associates February 2010 - April 2011
BPI a Commercial Printer January 2008 - January 2010
KAB, INC January 1991 - January 2008
DIFCO LABORATORIES January 1986 - January 1991
QUIDEL, INC January 1983 - January 1986
FOSTER MEDICAL CORPORATION January 1981 - January 1983
SCIENTIFIC PRODUCTS January 1971 - January 1981
Skills
Start-ups, Strategic Financial..., 401k, Retirement, Small Business, Budgets, Financial Services, Marketing, Entrepreneurship
Education
United States International University 1969 — 1971
Bachelor of Science (B.S.), Biology & Chemistry
Chapman University 1967 — 1969
Attended, Chemistry and Political Science
Pepperdine University 1974 — 1976
Attended MBA Program
David White & Associates November 2011 - Present
Skills
People-oriented, Public Speaking, Expertise in strategic..., Insurance, Financial Planning, Strategic Planning, Problem Solving, Business Strategy
Education
DeVry University 1999 — 2003
Bachelors of Science, Electronics Engineering
DeVry University 1999 — 2003
Bachelor's Degree, Electronics Engineering
Arroyo High School 1995 — 1999
Diploma
David White & Associates June 1997 - Present
Skills
Financial Planning, Insurance, Retirement Planning, Investments, Asset Allocation, Guaranteed Lifetime..., Pensions, Wealth Accumulation..., Life Insurance, Disability Insurance, Estate Planning, Series 65, Strategic Financial..., Investment Advisory, Retirement, Financial Risk, Fixed Annuities, Series 63, Income Protection, Long Term Care Insurance, 401k, Financial Services, Long-term Care, Alternative Investments, Financial Advisory, Wealth Accumulation, Finance, Term Life Insurance, Financial Planners, Wealth Management, Mutual Funds, ETFs, Investment Strategies, Health Insurance
Education
California State University-Chico 1989 — 1994
B.A.
AIG April 2013 - Present
David White & Associates May 2012 - March 2013
Institutional Real Estate Inc. February 2012 - May 2012
Institutional Real Estate Inc June 2009 - September 2009
Rancho Colorados Tennis and Swim Club June 2006 - September 2008
Skills
Data Entry, Microsoft Excel, Finance, Coaching, PowerPoint, Customer Service, Word, Excel, Filemaker Pro, Program Management, Problem Solving, Quality Assurance, Variable Annuities, Retirement Planning, Outlook, Microsoft Word, New Business Development, Management, Microsoft Office, Social Media, Public Speaking, Sales, Marketing
Education
University of Oregon 2007 — 2011
B.S., Political Science, Business Administration
Campolindo High School 2003 — 2007
H.S. Diploma, General Studies
Society For Financial Awareness December 2011 - August 2014
WealthWise Insurance & Financial Solutions January 2008 - August 2014
David White & Associates July 2012 - November 2012
Sun Microsystems October 1997 - July 2008
Adobe Systems February 2005 - October 2007
Apple Inc. 1978 - 1994
Skills
Strategy, Investments, CRM, Insurance, Small Business, Management, Estate Planning, Retirement, Finance, Wealth, Change Management, Strategic Financial..., Life Insurance, Program Management, Retirement Planning, Selling, Fixed Annuities
Education
The American College of Financial Services 2010 — 2013
Chartered Financial Consultant (ChFC)
The Fielding Graduate University 1998 — 2000
Master of Arts (MA)
University of Phoenix 1994 — 1997
BSBA
Ameritas Investment Corp. October 2006 - Present
David White & Associates October 2006 - Present
Woodbuy Financial Services August 1998 - October 2006
C.O.R.E. 1995 - 2000
Skills
Personal and Business..., Advance Business..., Wealth Creation:..., Protection Analysis:..., Investments, Financial Planning, Strategic Partnerships, Insurance, Wealth Management, Small Business, Finance, Securities, Analysis, Financial Services, Employee Benefits, Financial Advisory
Education
Westmoor 1992 — 1999
University of California, Berkeley 1994 — 1998
Bachelor of Science, Major: Economics, Minor: Finance
David White & Associates August 2012 - Present
Intero Real Estate February 2005 - Present
Vietnamese American Business Association May 2010 - May 2013
Payment Processing, Inc. May 2007 - May 2009
Aidan West Financial Group February 2005 - May 2007
Alliance Financial Capital, Inc. February 2004 - February 2005
Wells Capital Management June 2003 - February 2004
Skills
New Business Development, Contract Negotiation, Strategic Planning, Salesforce.com, PowerPoint, Excel, Word
Education
Saint Mary's College of California 2015 — 2016
Master of Business Administration (MBA), Executive MBA
California State University-East Bay 2001 — 2003
BS, Finance and Economics
California State University-Long Beach 1997 — 2001
General Education, Computer Science
David White & Associates April 2006 - Present
Regus Business Centre October 2005 - October 2005
CM Retail Management/Cash 1 April 2004 - September 2005
California Gymnastic Services March 2002 - April 2004
Skills
Investments, Strategic Financial..., Securities Processing, Customer Service, Insurance, Underwriting procedures, Contracting, Policy Service, Microsoft Office, Filing, Invoicing, Data Entry, Banking, Executive Level..., General Administrative..., Financial Recruiting, Multitasking Skills, Securities, Wealth Management, Disability Insurance, Life Insurance, Financial Planning, Microsoft Excel, Event Planning
Education
Diablo Valley College 2015 — 2017
Associate of Arts (AA), Business, English, Music
Contra Costa Christian High 1995 — 1998
High School Diploma
David White & Associates August 2014 - Present
Edward Jones June 2009 - June 2013
Jost Distributing October 1988 - January 2009
Skills
Estate Planning, Insurance, Finance, Small Business, Risk Management, Long-term Care, Strategic Planning, Commercial Lending, Investments, Customer Service, Financial Services, Public Speaking, Retirement Planning, Wealth Accumulation, Wealth Management, Sales
Education
California State University-East Bay
Bachelor of Science (BS), Psychology
Securities Series 6, 7, 63 & 66 Licenses
Bachelor of Science (B.S.), Psychology
David White & Associates January 2001 - Present
Private Portfolios May 1997 - January 2001
Skills
Financial Planning, Retirement, Investments, Wealth Management, Insurance, Investment Advisory, Financial Planners, Strategic Financial..., Pensions, Securities, Finance, Financial Services, Estate Planning, Investment Management, Disability Insurance, Long Term Care Insurance, Retirement Planning, Tax, Asset Management
Education
Sonoma State University
The American College
David White & Associates June 2015 - Present
John Dougherty Construction Inc. January 2011 - Present
California State University, Sacramento August 2013 - May 2015
San Ramon Valley High School February 2012 - February 2013
San Ramon Valley High School February 2011 - February 2012
Skills
Recruiting, Football, Databases
Education
California State University-Sacramento 2013 — 2016
Bachelor's Degree, Business Administration and Management, Finance, Junior
Diablo Valley College 2010 — 2013
San Ramon Valley High School 2006 — 2010
David White & Associates April 2015 - Present
JP Morgan Chase N.A. August 2011 - April 2015
U.S. Bank July 2008 - July 2011
LPL Financial October 2006 - August 2007
Skills
Series 63, Series 6, CA Insurance License
Education
California State University-East Bay 2012 — 2015
Master of Business Administration (M.B.A.), Finance
UCSD 2002 — 2006
Bachelor of Science (B.S.), Economics
California High School
David White & Associates November 2008 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training
Education
Las Positas College
David White & Associates March 2013 - Present
Education
California State University-Chico 2008 — 2012
Bachelor of Science, Business Administration; Finance
David White & Associates October 2008 - Present
Skills
Strategic Financial..., Investment Management, Series 7, FINRA, Risk Management, Retirement Planning, Estate Planning, Wealth Management, Mutual Funds, Investments, Wealth Accumulation, Investment Strategies, Disability Insurance, Alternative Investments, Life Insurance, Portfolio Management, Financial Planners, Series 65, Investment Advisory, Financial Modeling, Insurance, Financial Services, Securities, Retirement, Finance, Wealth, Management, Financial Analysis, Strategic Planning, Financial Planning
Education
Saint Mary's College of California 2002 — 2006
Bachelor's degree, Finance and Financial Management Services
St. Mary's College of California 2002 — 2006
Bachelor of Science, Business / Finance
Alameda Mortgage Corporation est. 1968 January 2015 - Present
Pacific Funding Group April 2014 - December 2014
Mason-McDuffie Mortgage October 2012 - April 2014
United Lending Partners, Inc April 2010 - October 2012
David White & Associates September 2009 - October 2010
Hilltop Financial Mortgage 2003 - 2009
Banc of America Securities 1999 - 2003
TD Waterhouse September 1995 - September 1999
Skills
Mortgage Lending, Real Estate, Investment Properties, FHA, Residential Mortgages, Valuation, First Time Home Buyers, Investments, Brokerage, Real Estate Development, Loans, Foreclosures, Condos, Mixed-use, New Home Building, New Custom Homes, Private Money, VA loans, Reverse Mortgages, Bridge Loans, Mortgage Banking, Real Estate Financing, Refinance, Real Estate Economics, FHA financing, Investors, Mortgage Underwriting, REO, USDA, Certified Mortgage..., Underwriting
Education
San Diego State University-California State University 1993 — 1995
Bachelor of Arts, Political Science
Long Beach City College 1990 — 1993
Associate Arts, Political Science
Docker, Inc August 2015 - Present
Zendesk March 2013 - July 2015
Zendesk December 2011 - March 2013
David White & Associates July 2008 - December 2011
Skills
Small Business, Salesforce.com, SaaS, Sales Process, Lead Generation, Cloud Computing, Start-ups, Solution Selling, CRM, Sales, Direct Sales, Enterprise Software, Networking, Strategic Partnerships, Account Management, Sales Management, Online Advertising, Professional Services, Selling, Cold Calling, Investments, Sales Operations, New Business Development, Business Development, Sales Presentations, B2B, Demand Generation, Go-to-market Strategy, A/B Testing
Education
California State University-Chico 2003 — 2008
Bachelor of Science, Finance
Universidad del País Vasco 2006 — 2007
International Business
David White & Associates September 2013 - Present
Comerica Bank July 2012 - August 2013
Citibank February 2006 - July 2012
Diablo Funding Group November 2004 - February 2006
Morgan Stanley August 2001 - August 2002
Piper Jaffray July 1999 - July 2001
Morgan Stanley June 1990 - May 1999
Skills
Loans, Fixed Income, Mortgage Lending, Finance, Strategic Financial..., Wealth Management, Portfolio Management, Commercial Banking, Retail Banking, Financial Services, Commercial Lending, Credit, Investments, Life Insurance, Long Term Care Insurance
Education
California State University-Hayward 1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance
G.L. Law Offices June 2015 - Present
Women Success Now October 2015 - Present
NAPO--San Francisco August 2015 - Present
David White & Associates July 2015 - Present
Client G.L. June 2015 - Present
Women Entrepreneurs of the Bay Area WEBA June 2015 - Present
The Bar Association of San Francisco May 2015 - Present
Free Ebook: Don't Do What WE Did! Top Coaches Reveal Their Biggest Mistakes May 2015 - Present
ClearVista Consulting International, Inc. July 2015 - Present
The Founding Moms March 2015 - Present
Skills
Public Speaking, Entrepreneurship, Time Management, Lead Generation, Business Planning, Consulting, Networking, Management, Coaching, Productivity Coaching, Small Business, Engaging Speaker, Superior organizational..., Leadership, Management Consulting, Training, Dynamic Speaker, Strategy, Nonprofits, Business Development, New Business Development, Marketing, Finance, French, Project Planning, Start-ups, Negotiation, Executive Coaching, Employee Training, Business Strategy, Workshop Facilitation, Personal Branding, Project Management, Analysis, Organizational..., Business Coaching, Team Building, Social Networking, Business Process..., Sales, Personal Development, Team Management, Market Research, Strategic Planning, Team Leadership, CRM, Program Management, Cross-functional Team..., Competitive Analysis, Executive Management
Education
University of California, Berkeley
B.A., French and Economics
San Francisco State University
MBA, Finance
David White & Associates October 1985 - Present
Skills
Investments, Financial Planners, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, 401k, Strategic Planning, Insurance
Education
American College for Financial Planning 1985 — 1988
Certified Financial Planner
California State University-Chico 1980 — 1984
Bachelors, Management
campolindo high school 1976 — 1980
HelloSign November 2014 - Present
Wente Vineyards July 2014 - November 2014
Chico State Calling Center September 2011 - September 2013
Dakota Events LLC November 2012 - November 2012
David White & Associates June 2010 - September 2010
Skills
Fundraising, People Skills, Microsoft Excel, Event Planning, Social Media, Public Speaking, Customer Service, Phone Etiquette, Team Leadership, Food & Beverage, Time Management, Social Networking, Hospitality, Microsoft Office, Social Media Marketing, Sales, Leadership, Microsoft Word, PowerPoint, Teamwork
Education
California State University-Chico 2010 — 2014
Recreation Administration, Event Management
Griffith University 2012 — 2012
Study Abroad, Event Management
Fremont Unified School District September 2012 - Present
New Haven Unified September 2011 - May 2012
David White & Associates May 2011 - October 2011
Aerotek Engineering 2006 - 2010
Woodbury Financial Services 2004 - 2006
Skills
Management, Applicant Tracking..., Recruiting, Temporary Placement, Small Business, Technical Recruiting, Sales, Sourcing, Staffing Services, Project Planning, Networking, Microsoft Office, Investments, Project Management, Strategic Financial..., Budgets, Staff Development
Education
Notre Dame de Namur University 2010 — 2012
Masters, Special Education
University of California, Berkeley 1999 — 2003
B.A., Economics
David White & Associates January 2002 - Present
Education
Saint Mary's College of California
Business Mgt/Finance
Bellarmine College Preparatory 1993 — 1997
David White & Associates 1974 - Present
Skills
Estate Planning, Business Strategy, Insurance, Life Insurance, Wealth Management, Investments, Retirement, Retirement Planning, Disability Insurance, Financial Analysis, Investment Advisory, Strategic Financial..., Mutual Funds, Certified Financial..., Investment Strategies
Education
Santa Clara University 1966 — 1970
Roberts & Ryan Investments Inc. DVBE April 2013 - Present
Broadmoor Capital 2007 - April 2013
David White & Associates March 2012 - July 2012
Nollenberger Capital Partners November 2006 - December 2007
Fulcrum Global Partners February 2004 - November 2006
WR Hambrecht + Co April 2000 - November 2003
Volpe Brown Whelan 1999 - 2000
Hambrecht & Quist May 1992 - 1999
First Boston Corporation 1983 - 1989
Transamerica 1980 - 1983
Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading
Education
California State University-Fullerton 1974 — 1981
MBA, finance and marketing
Morgan Stanley 2013 - Present
Litman Gregory 2012 - 2013
David White & Associates 2009 - 2011
Charles Schwab 2003 - 2004
Merrill Lynch 1999 - 2003
Matthews International Capital Management 1996 - 1998
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management
Education
San Francisco State University
David White & Associates October 1990 - Present
Skills
Investment Management, Wealth Accumulation, Strategic Financial..., Estate Planning, Life Insurance, Disability Insurance, Financial Planners, Financial Analysis, Investments, Portfolio Management, Wealth Management, Investment Advisory, Retirement
Education
California State University-Chico 1986 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lynbrook High School 1982 — 1986
David White & Associates August 2005 - Present
Open Sound Productions January 2009 - Present
Skills
Retirement Planning, Life Insurance, Disability Insurance, Estate Planning, Pensions, Retirement, Investment Strategies, Wealth Accumulation, Alternative Investments, business financial..., Investment Advisory, Personal Tax Planning, Business Tax Planning, Income Distribution, Long Term Care Insurance, Employee Benefits, Executive Compensation..., College Education..., Wealth Preservation...
Education
San Francisco State University
Financial Planning Certificate, Financial Planning and Services
San Francisco State University
Bachelor of Arts (B.A.), Liberal Studies / Philisophy
BJ's Restaurants, Inc. March 2012 - Present
David White & Associates July 2011 - April 2012
Red Robin December 2005 - May 2011
Skills
Finance, Insurance, Analysis, Direct Sales, Inventory Accuracy, Investment Advisory, Retirement Planning, Retirement, PowerPoint, Microsoft Office, Microsoft Excel, Management, Leadership, Public Speaking, Customer Service, Inventory Management, Employee Benefits, Financial Planning, Investments, Organization Skills, Environmental Awareness, Training, Sales, Microsoft Word, Disability Insurance, Social Networking, Time Management, Strategic Planning, Long-term Care, 401k, Teamwork, Team Building, Social Media, Financial Analysis, Research, Health Insurance, Portfolio Management, Risk Management, Outlook, Banking, Data Analysis, Wealth Management
Education
California State University-East Bay 2006 — 2010
BS
Dublin High School 2005 — 2005
Foothill High School 2001 — 2005