Davinci Financial
Address: 2525 Main Street Suite 360, Irvine, CA 92614 Phone: (949) 486-4900: : Category: Hours: : : Place name: : : Website: Website: http://www.davincifia.com/DaVinci_Financial/Contact_Us.html Category: Corporate office 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 DaVinci Financial & Insurance Associates Posting publicly on the Web Write a review Reviews 5 Google reviews
Davinci Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Davinci Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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23 Davinci Financial employees in database. Find out everything there's to know about Davinci Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Davinci Financial Employees
University of California, Irvine Extension April 2013 - June 2015
Actuate June 2014 - August 2014
Davinci Financial January 2014 - April 2014
Associated Students of the University of California June 2012 - June 2013
Skills
Marketing, Facebook, PowerPoint, Social Media, SPSS, Event Planning, Salesforce.com, Brainshark, Sales, Sales Operations, Organizational..., Data Mining, Sales & Marketing..., Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Microsoft Publisher, Team Leadership, Time Management
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies, Business Economics
Evergreen Valley High School 2007 — 2011
High School
Ashford University July 2009 - February 2013
The Art Institute of California, A College of Argosy University July 2008 - July 2009
Five Point Capital June 2007 - June 2008
Davinci Financial February 2006 - February 2007
Davinci Financial February 2005 - February 2006
Dial America Marketing August 2000 - June 2005
Skills
Sales, Cold Calling, Closing Deals, Public Speaking, Sales Rep Training, Consultative Sales..., Customer Service, Customer Retention, Digital Marketing
Education
Ashford University 2010 — 2013
Bachelor of Arts (B.A.)
Grossmont College 2003 — 2005
Associate of Arts (AA)
Kore1 August 2014 - December 2014
Davinci Financial March 2014 - May 2014
Learning Achievement Program at Orangewood Academy January 2013 - March 2014
Nguyen Le Private Enterprise June 2013 - July 2013
Skills
Microsoft Office, InDesign, Spanish, Vietnamese, English, Photoshop
Education
Chapman University 2013 — 2017
ATM Invest Realty July 2014 - Present
DaVinci Financial June 2012 - July 2013
Cal Poly Society of Accountants June 2012 - June 2013
Finance Society July 2012 - May 2013
Volunteer Income Tax Assistance December 2011 - April 2013
Finance Society July 2011 - June 2012
First Ave Education March 2009 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Teaching, Budgets, Strategic Planning, Editing, Access, Management, Time Management, Data Entry
Education
Cal Poly Pomona 2009 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Bank of the West July 2014 - Present
AppleOne Employment Services January 2014 - July 2014
LERETA, LLC November 2012 - December 2013
Davinci Financial October 2012 - October 2013
Wells Fargo July 2008 - February 2012
Skills
Credit, Finance, Management, Small Business, Spanish Literature, Spanish-speaking, Spanish-English, Life Insurance, Loans, Investments, Sales, Human Resources, Accounting, Mergers & Acquisitions, Insurance, Microsoft Office, Banking, Customer Service, Microsoft Word, Microsoft Excel
Education
Mount San Antonio College 2009 — 2014
Degree, Business Management
Mt. San Antonio College 2007 — 2012
Associate's degree, Business Administration and Management, General, 3.2
Bishop Amat High School 2004 — 2007
High School Diploma
Masimo Corporation 2015 - Present
DaVinci Financial April 2013 - April 2015
Skills
Excel, Microsoft Office, Social Media, PowerPoint, Outlook, Research, Microsoft Excel, Market Research, Public Speaking, Microsoft Word, Facebook, Photoshop, Financial Analysis, Customer Service, Management
Education
Chapman University 2008 — 2012
Accounting, Business
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Los Alamitos High School 2004 — 2008
High School Diploma
JRL Real Estate Investments June 2011 - Present
JRL Real Estate Investments June 2011 - Present
Davinci Financial January 2003 - Present
Skills
Mortgage Lending, Commercial Mortgages, Residential Mortgages, Hard Money, Private Money, FHA financing, VA financing, Non-Conforming, conforming loans, Creative Financing, Short Sales, tax lien negotiation, CMA, Stocks, real estate wholesaling, VA loans
Education
San Diego Mesa College 2004 — 2005
Associates, Business Finance
Hampton High School 1995 — 1999
Diploma
Target September 2015 - Present
Sovereign Health Group September 2014 - July 2015
DaVinci Financial August 2014 - September 2014
Taco Bell January 2011 - June 2011
Skills
Typing, HTML, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Communication, Leadership, Telephone Skills, Facebook
Education
Saddleback College
Davinci Financial January 2014 - Present
Elite Electric Inc. January 1997 - Present
Elite Electric Inc January 1997 - Present
Performance Electric April 1989 - December 1996
Performance Electric April 1989 - December 1996
Education
Fullerton College 1978 — 1979
Video Technology
William Neff High School
Express Employment Professionals March 2014 - June 2014
TWFG Insurance Services: Branch Office October 2013 - June 2014
TWFG Insurance Services March 2013 - September 2013
TLT Chapman University January 2012 - May 2013
TLT, Chapman University September 2011 - May 2013
Davinci Financial February 2013 - March 2013
Cypress College September 2009 - June 2010
Skills
Research, Statistics, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Eviews, SPSS, Microsoft access, C++, Basic HTML, CSS, Python
Education
California State University-Fullerton 2014 — 2018
Master's degree, Computer Science
Chapman University 2011 — 2013
Bachelor's degree, Economics, 3.7
Cypress College 2008 — 2011
Associate's degree, Arts and Humanities, 3.7
DaVinci Financial June 2014 - September 2014
Skills
Microsoft Office, PowerPoint, Research, Financial Analysis, Microsoft Word, Data Analysis, Teamwork, Leadership, Economics
Education
University of California, Irvine 2013 — 2016
Bachelor's Degree, Business/Managerial Economics, Sophomore
The London School of Economics and Political Science (LSE) 2015 — 2015
Business/Managerial Economics, A
Corona High School
Glenn B. Hetzel & Associates, CPAs February 2015 - May 2015
DaVinci Financial March 2012 - September 2012
Competitive Analytics February 2012 - April 2012
Wells Fargo May 2005 - May 2008
Skills
CPA, Finance, Accounting, Financial Analysis, Financial Presentation, Cost Accounting, Sarbanes-Oxley Act, IFRS, Federal and State..., Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Sales, Employee Training, Cash Handeling, Leadership, Microsoft Office, Social Media, Public Speaking, Team Building, Marketing, Social Networking, Management
Education
Concordia University Irvine 2012 — 2013
Master's in Business Administration, Accounting and Finance, 3.90 Cumulative GPA, 4.0 Accounting GPA
Concordia University-Irvine 2010 — 2012
Bachelor of Arts (BA), Major in Finance, Minor in Accounting, 3.43 Cumulative GPA, 3.75 Accounting GPA
UC Irvine March 2015 - July 2015
KUCI 88.9 fm in Irvine November 2013 - June 2015
Davinci Financial February 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Wealth Management, Networking, Public Speaking, Finance, Financial Analysis, Microsoft Word, Teamwork, English, Windows, AutoCAD, EViews, Data Analysis, Leadership, Economics, Economic Research, Time Management, Team Leadership, Radio Broadcasting, Radio Host, Analysis
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Economics
DaVinci Financial September 2015 - Present
Global Food Service LLC August 2013 - August 2015
Skills
Culinary, Food Safety, Kitchen Management, Inventory Management, Food, Catering, Restaurants, Menu Development, Food & Beverage, Hospitality, Fine Dining, Banquets, Hospitality Management, Management, Financial Planning, Life Insurance, Wealth Management
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2012 — 2013
Culinary Arts/Chef Training
Broadcom January 2015 - Present
Merrill Lynch August 2014 - November 2014
Merrill Lynch June 2014 - August 2014
DaVinci Financial January 2014 - March 2014
UC Irvine Telephone Outreach Program March 2013 - June 2013
Gefen LLC January 2013 - June 2013
Boys & Girls Clubs of America May 2012 - September 2012
Comfort Inn June 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Team Leadership, Access, Outlook
Education
University of California, Irvine 2012 — 2016
Economics and Political Science, Junior
High Tech Los Angeles 2008 — 2012
High School Diploma
PepsiCo June 2015 - Present
Vortex Doors August 2014 - February 2015
Simple Human June 2014 - July 2014
Honda MPE Financial Services January 2014 - March 2014
MorphoTrak, LLC August 2013 - December 2013
Waddell & Reed April 2013 - August 2013
DaVinci Financial January 2013 - February 2013
Randstad 2013 - 2013
Highlander News April 2011 - December 2011
Kmart October 2007 - September 2008
Skills
•Fluent in English,..., Proficient in Microsoft..., •Wonderful..., Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Finance, Time Management, Social Media, Leadership, Social Networking, Teamwork, Research, Event Planning, Epicor, SAP, QuickBooks
Education
University of California, Riverside 2008 — 2013
Bachelor of Science, Economics/ Administrative Studies
University of California, Riverside 2008 — 2012
Bachelors, Economics
DaVinci Financial January 2015 - Present
ComForcare Home Care October 2010 - December 2014
Pepsi Bottling Group/Pepsico 2003 - 2010
Gap Inc. January 2000 - August 2003
Mercedes Benz of North America September 1998 - January 2000
Education
University of California, Los Angeles 1991 — 1998
BA, Economics
ZipRecruiter March 2014 - Present
ZipRecruiter September 2013 - March 2014
CityGrid Media March 2012 - September 2013
The Art Institute of California - Los Angeles February 2009 - March 2012
Five Point Capital January 2008 - December 2008
Davinci Financial March 2006 - January 2008
Davinci Financial January 2005 - March 2006
Fry's Electronics March 2001 - January 2005
Fry's Electronics October 1999 - March 2001
Fry's Electronics March 1998 - October 1999
Skills
Training, Leadership, Recruiting, Social Media Marketing, Cold Calling, Online Advertising, Customer Service, Public Speaking, Advertising, Marketing, Social Media, SEO, Sales Management, Sales, Account Management, Budgets, Team Leadership, Retail, Real Estate, Residential Mortgages, Commercial Mortgages, Leasing, Time Management, Organization, Client Relations Skills, Team Building, Lead Generation, Salesforce.com, Social Networking, Networking, CRM, Fundraising, Direct Sales, Online Marketing, Negotiation, Business Development, Sales Presentations, Customer Retention, Sales Process, Email Marketing, Coaching, Sales Operations, Management, Strategic Partnerships, New Business Development, Selling, Entrepreneurship, Strategy, Small Business, SEM
Education
Community College of the Air Force 1994 — 1995
Mount Carmel High School 1989 — 1993
Diploma, General Education
REAL Software Systems April 2015 - Present
REAL Software Systems September 2012 - April 2015
Davinci Financial April 2012 - August 2012
GPS Capital Markets, Inc. April 2011 - April 2012
Skills
Software Project..., Microsoft Excel, Life Insurance, Financial Analysis, Foreign Exchange, Options, Business Analysis, Agile Methodologies, Requirements Analysis
Education
Pepperdine University 2008 — 2012
Bachelor of Science (BS), Finance, General
Chapman University April 2013 - May 2014
Beta Theta Pi - Chapman Colony February 2012 - May 2014
Chapman University August 2010 - May 2014
Chapman University May 2011 - September 2013
Chapman University February 2012 - May 2013
Davinci Financial January 2012 - January 2013
Chapman University January 2012 - June 2012
Skills
Research, Microsoft Word, Social Media, PowerPoint, Cold Calling, Microsoft Excel, Facebook, Public Speaking, Event Planning, Community Outreach, Student Leadership, Higher Education, Editing, Microsoft Office, Business Analytics, Project Management, Web Design, Data Mining, Life Insurance, MS Project, Human Resources, Recruiting, Management, Fundraising, Time Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Michelle C. Heurting, CPA August 2013 - Present
Sandals Church June 2013 - Present
Davinci Financial May 2013 - August 2013
Volunteer Income Tax Assistant February 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop
Education
University of California, Riverside 2012 — 2015
Bachelor of Arts (BA), Business Administration, Concentration in Accounting
Diamond Bar High School