Davinci Financial

Description

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

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Davinci Financial Employees

Employee
Years
Job
Industry
Neda Bazofti Neda Bazofti San Francisco Bay Area Details
Neda Bazofti's Davinci Financial Experience January 2014 - April 2014
Job Sales Enablement Intern for Sales Administration Operations at Actuate
Industry International Affairs
Experience
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

Hanz Powell Hanz Powell Greater San Diego Area Details
Hanz Powell's Davinci Financial Experience February 2006 - February 2007
Job Sales & Rentention Specialist
Industry E-Learning
Experience
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)

Ngan (Milo) Le Ngan (Milo) Le Orange, California Details
Ngan (Milo) Le's Davinci Financial Experience March 2014 - May 2014
Job Technical Recruiter at Kore1
Industry
Experience
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

Jonathan Diep Jonathan Diep Greater Los Angeles Area Details
Jonathan Diep's Davinci Financial Experience June 2012 - July 2013
Job Real Estate Agent, Administrative Assistant at ATM Invest Realty
Industry
Experience
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

Martin Carranza Martin Carranza La Puente, California Details
Martin Carranza's Davinci Financial Experience October 2012 - October 2013
Job Financial Services Officer at Bank of the West
Industry Financial Services
Experience
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

Eric Robbins Eric Robbins Orange County, California Area Details
Eric Robbins's Davinci Financial Experience April 2013 - April 2015
Job Inside Sales Representative at Masimo
Industry Financial Services
Experience
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

Ray Diorio Ray Diorio Escondido, California Details
Ray Diorio's Davinci Financial Experience January 2003 - Present
Job Real Estate Investor/Mortgage Consultant
Industry Real Estate
Experience
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

Heather Erwin Heather Erwin Rancho Santa Margarita, California Details
Heather Erwin's Davinci Financial Experience August 2014 - September 2014
Job Cashier at Target
Industry Retail
Experience
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

Greg Lezin Greg Lezin Irvine, California Details
Greg Lezin's Davinci Financial Experience January 2014 - Present
Job Licensed Insurance Agent at Davinci Financial
Industry Electrical/Electronic Manufacturing
Experience
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

Ruth Obidah Ruth Obidah Orange County, California Area Details
Ruth Obidah's Davinci Financial Experience February 2013 - March 2013
Job Computer Science , Master's program CSUF
Industry Computer Software
Experience
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

Alden Macabales Alden Macabales Corona, California Details
Alden Macabales's Davinci Financial Experience June 2014 - September 2014
Job Student at University of California, Irvine
Industry Banking
Experience
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

Matthew Petrella Matthew Petrella Orange County, California Area Details
Matthew Petrella's Davinci Financial Experience March 2012 - September 2012
Job CPA Candidate
Industry Accounting
Experience
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

Jonathan Ontiveros Jonathan Ontiveros Irvine, California Details
Jonathan Ontiveros's Davinci Financial Experience February 2014 - August 2014
Job Student at University of California, Irvine
Industry Financial Services
Experience
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

Nick Alcorn Nick Alcorn Orange County, California Area Details
Nick Alcorn's Davinci Financial Experience September 2015 - Present
Job Independent Agent at DaVinci Financial
Industry Financial Services
Experience
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

Dilan Patel Dilan Patel Irvine, California Details
Dilan Patel's Davinci Financial Experience January 2014 - March 2014
Job Operations Finance Intern at Broadcom
Industry Banking
Experience
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

James Njuguna James Njuguna Greater Los Angeles Area Details
James Njuguna's Davinci Financial Experience January 2013 - February 2013
Job Finance/Pricing Coordinator Revenue Management at PepsiCo
Industry Financial Services
Experience
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

Van Castaneda Van Castaneda Torrance, California Details
Van Castaneda's Davinci Financial Experience January 2015 - Present
Job Financial Advisor at DaVinci Financial
Industry Hospital & Health Care
Experience
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

JB Dela Cruz JB Dela Cruz Greater Los Angeles Area Details
JB Dela Cruz's Davinci Financial Experience March 2006 - January 2008
Job Inside Sales Manager | ZipRecruiter
Industry Internet
Experience
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

Benjamin Hogue Benjamin Hogue Greater Los Angeles Area Details
Benjamin Hogue's Davinci Financial Experience April 2012 - August 2012
Job Project Manager at REAL Software Systems
Industry Computer Software
Experience
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

Nate Woodward Nate Woodward Santa Rosa, California Details
Nate Woodward's Davinci Financial Experience January 2012 - January 2013
Job Freelance Photographer
Industry Photography
Experience
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

Brandon Junus Brandon Junus Walnut, California Details
Brandon Junus's Davinci Financial Experience May 2013 - August 2013
Job Student at University of California, Riverside
Industry Accounting
Experience
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