David White & Associates

Description

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.

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David White & Associates Employees

Employee
Years
Job
Industry
Dan McElwain Dan McElwain Albany, California Details
Dan McElwain's David White & Associates Experience 2008 - 2011
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
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

Chad Parilla Chad Parilla San Francisco Bay Area Details
Chad Parilla's David White & Associates Experience January 2009 - December 2011
Job Retirement Plans Specialist at ICMARC
Industry Financial Services
Experience
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

Miguel Delgado Miguel Delgado San Ramon, California Details
Miguel Delgado's David White & Associates Experience August 2012 - Present
Job Wealth Advisor & Financial Planner creating peace of mind through meaningful & strategic planning
Industry Financial Services
Experience
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

Jason Cohn Jason Cohn Napa, California Details
Jason Cohn's David White & Associates Experience January 2009 - March 2010
Job Winery Software Support and Implementation at Vin65
Industry Information Technology and Services
Experience
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

Lev Williams Lev Williams San Francisco Bay Area Details
Lev Williams's David White & Associates Experience June 2012 - August 2012
Job Analyst at Hall Capital Partners
Industry Financial Services
Experience
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

Bryan Grupe Bryan Grupe Greater Los Angeles Area Details
Bryan Grupe's David White & Associates Experience February 2010 - April 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Casey Heusler Casey Heusler San Ramon, California Details
Casey Heusler's David White & Associates Experience November 2011 - Present
Job Financial Services Rep at David White & Associates
Industry Financial Services
Experience
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

Matt Kay, CFP® Matt Kay, CFP® San Francisco Bay Area Details
Matt Kay, CFP®'s David White & Associates Experience June 1997 - Present
Job Customized Income Planning Solutions
Industry Financial Services
Experience
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.

Dylan Sharpe Dylan Sharpe Greater Los Angeles Area Details
Dylan Sharpe's David White & Associates Experience May 2012 - March 2013
Job Financial Services Associate Level 3 at AIG
Industry Financial Services
Experience
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

Lynn Fallon, ChFC®, CPIM Lynn Fallon, ChFC®, CPIM Portland, Oregon Area Details
Lynn Fallon, ChFC®, CPIM's David White & Associates Experience July 2012 - November 2012
Job Chartered Financial Consultant® ♦ 401K & Pension Rollover Specialist
Industry Financial Services
Experience
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

Samson Chan, CFP ® Samson Chan, CFP ® San Francisco Bay Area Details
Samson Chan, CFP ®'s David White & Associates Experience October 2006 - Present
Job CERTIFIED FINANCIAL PLANNER ™ practitioner at David White & Associates
Industry Financial Services
Experience
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

Helen T. Huynh Helen T. Huynh San Francisco Bay Area Details
Helen T. Huynh's David White & Associates Experience August 2012 - Present
Job Financial Advisor at David White & Associates
Industry Financial Services
Experience
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

Noele Martin Noele Martin United States Details
Noele Martin's David White & Associates Experience April 2006 - Present
Job Securities Processor/Executive Assistant at David White & Associates
Industry Financial Services
Experience
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

Jennifer Jost Jennifer Jost San Ramon, California Details
Jennifer Jost's David White & Associates Experience August 2014 - Present
Job Wealth Advisor at David White & Associates
Industry Financial Services
Experience
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

Kirk Dobson CFP® ChFC® Kirk Dobson CFP® ChFC® San Francisco Bay Area Details
Kirk Dobson CFP® ChFC®'s David White & Associates Experience January 2001 - Present
Job Financial planning for families and businesses that value long term relationships and focused outcomes.
Industry Financial Services
Experience
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

Greg Dougherty Greg Dougherty Alamo, California Details
Greg Dougherty's David White & Associates Experience June 2015 - Present
Job Intern at David White & Associates
Industry Financial Services
Experience
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

Christian Lowe Christian Lowe San Ramon, California Details
Christian Lowe's David White & Associates Experience April 2015 - Present
Job Financial Representative at David White & Associates
Industry Financial Services
Experience
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

Shana Jackson Shana Jackson San Ramon, California Details
Shana Jackson's David White & Associates Experience November 2008 - Present
Job Executive Assistant at David White & Associates
Industry Financial Services
Experience
David White & Associates   November 2008 - Present

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training

Education
Las Positas College

Christopher Riel Christopher Riel San Ramon, California Details
Christopher Riel's David White & Associates Experience March 2013 - Present
Job Helping Young Professionals, Families, and Business Owners Protect and Grow Their Wealth
Industry Financial Services
Experience
David White & Associates   March 2013 - Present

Education
California State University-Chico   2008 — 2012
Bachelor of Science, Business Administration; Finance

David Zook David Zook San Francisco Bay Area Details
David Zook's David White & Associates Experience October 2008 - Present
Job Financial Advisor at David White & Associates
Industry Financial Services
Experience
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

Charles Eriman Charles Eriman San Ramon, California Details
Charles Eriman's David White & Associates Experience September 2009 - October 2010
Job Sr. Loan Consultant at Alameda Mortgage Corporation est. 1968
Industry Real Estate
Experience
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

Ryan Gonzales Ryan Gonzales San Francisco Bay Area Details
Ryan Gonzales's David White & Associates Experience July 2008 - December 2011
Job Account Executive at Docker, Inc
Industry Information Technology and Services
Experience
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

Mark Deliramich Mark Deliramich San Francisco Bay Area Details
Mark Deliramich's David White & Associates Experience September 2013 - Present
Job Financial Advisor at David White & Associates
Industry Financial Services
Experience
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

** Rosie Aiello, MBA ** ** Rosie Aiello, MBA ** San Francisco Bay Area Details
** Rosie Aiello, MBA **'s David White & Associates Experience July 2015 - Present
Job Time Management Expert, Time Management Speaker, Women's Empowerment Speaker,Author www.clearvistaconsulting.com/gift
Industry Management Consulting
Experience
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

Christopher (Chris) White, CFP Christopher (Chris) White, CFP San Francisco Bay Area Details
Christopher (Chris) White, CFP's David White & Associates Experience October 1985 - Present
Job President & CEO at David White & Associates. "Helping Families and Businesses Protect and Grow their Wealth"
Industry Financial Services
Experience
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

Codie White Codie White San Francisco Bay Area Details
Codie White's David White & Associates Experience June 2010 - September 2010
Job Sales Representative at HelloSign
Industry Hospitality
Experience
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

Marilyn Santos Batara Marilyn Santos Batara Union City, California Details
Marilyn Santos Batara's David White & Associates Experience May 2011 - October 2011
Job Special Day Class Teacher
Industry Primary/Secondary Education
Experience
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

Brad Tarter Brad Tarter San Francisco Bay Area Details
Brad Tarter's David White & Associates Experience January 2002 - Present
Job Financial Advisor at David White & Associates
Industry Financial Services
Experience
David White & Associates   January 2002 - Present

Education
Saint Mary's College of California
Business Mgt/Finance

Bellarmine College Preparatory   1993 — 1997

Terry Adami Terry Adami San Francisco Bay Area Details
Terry Adami's David White & Associates Experience 1974 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
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

Gary Cuiper, CFA Gary Cuiper, CFA San Francisco Bay Area Details
Gary Cuiper, CFA's David White & Associates Experience March 2012 - July 2012
Job Managing Director, Head of Institutional Trading at Roberts & Ryan Investments, Inc. DVBE
Industry Financial Services
Experience
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

Lorena Moudi Lorena Moudi San Francisco Bay Area Details
Lorena Moudi's David White & Associates Experience 2009 - 2011
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
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

Patrick Kelley, ChFC Patrick Kelley, ChFC San Francisco Bay Area Details
Patrick Kelley, ChFC's David White & Associates Experience October 1990 - Present
Job Helping business owners and executives build and protect their wealth
Industry Financial Services
Experience
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

Oliver Orzal Oliver Orzal San Francisco Bay Area Details
Oliver Orzal's David White & Associates Experience August 2005 - Present
Job Financial Advisor at David White & Associates
Industry Financial Services
Experience
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

Elissa Magoon Elissa Magoon San Francisco Bay Area Details
Elissa Magoon's David White & Associates Experience July 2011 - April 2012
Job Bartending Serving Smiles by the Glass
Industry Financial Services
Experience
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