DaVinci Financial & Insurance Associates

Description

Address: 2525 Main Street Suite 360, Irvine, CA 92614 Phone: (949) 486-4900Website: : : Hours: : Category: : : : Place name: 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 & Insurance Associates Employees

Employee
Years
Job
Industry
Jonathon Soucier Jonathon Soucier Irvine, California Details
Jonathon Soucier's DaVinci Financial & Insurance Associates Experience December 2011 - Present
Job Financial Advisor at Capital Synergy Partners
Industry Financial Services
Experience
Capital Synergy Partners   October 2012 - Present
Davinci Financial & Insurance Associates   December 2011 - Present

Skills
Business Planning, Insurance, Qualified Retirement..., Health Insurance, Voluntary Employee..., Wealth Management, Investment Advisory

Education
UC Riverside   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Cory Thompson Cory Thompson Costa Mesa, California Details
Cory Thompson's DaVinci Financial & Insurance Associates Experience December 2012 - Present
Job Personal Equity & Financial StrategistDavinci Financial & Insurance Associates
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   December 2012 - Present
Mohegan Sun  November 2008 - November 2012
Academy of the Holy Family High School   September 2008 - November 2012
Uss Providence SSN 719  1992 - 1995

Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Small Business, Equities, Competitive Analysis, Risk Management, Investments, Training, Analysis, Retirement Planning, Financial Analysis, Entrepreneurship, Business Planning, Leadership, Sales, Term Life Insurance, Whole Life, Universal Life, Marketing, Team Building, Data Analysis, Public Speaking, Social Networking, Microsoft Excel, Social Media, Cold Calling, Employee Benefits, Recruiting, Wealth, Financial Planning, Customer Service, Insurance, Strategic Planning, Management, Retirement

Education
Auburn High School
Auburn, Nebraska

Eastern Connecticut State University
Bachelor of Science (B.S.), Mathematics

Naval Nuclear Power School
Mechanical Engineering, Nuclear Engineering, Power Plant Systems and Operations

Woodstock Academy

Arsanios E. Salamah Arsanios E. Salamah Orange County, California Area Details
Arsanios E. Salamah's DaVinci Financial & Insurance Associates Experience January 2013 - December 2013
Job Entrepreneur
Industry Financial Services
Experience
loanDepot  March 2014 - Present
Realty ONE Group, California   July 2012 - Present
DaVinci Financial & insurance Associates   January 2013 - December 2013
AAA Animal Hospital   April 2008 - July 2013

Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, leadership abilities, patience and..., punctuality, being courteous and..., good interpersonal..., supportive team player, good role model, Microsoft Excel, Microsoft Word, Leadership, First Time Home Buyers, Single Family Homes, Real Estate, Real Estate Transactions, Property, SFR, Short Sales, REO, Relocation, Foreclosures, Investors, Listings, Buyer Representation, Move Up Buyers, Sellers, Condos, Relocation Buyers, Investment Properties, Referrals, FHA, Real Estate Economics, Selling, Property Management, Real Property, Real Estate Financing, Vacation Homes, Townhomes, Leases, Buyers, e-PRO, Income Properties, HUD, Brokerage, Residential Homes, 1031 Exchanges

Education
California State University-Long Beach   2008 — 2013
Bachelor of Business Economics (BBA), Business Economics

Serena (Shuang) Dong Serena (Shuang) Dong Greater New York City Area Details
Serena (Shuang) Dong's DaVinci Financial & Insurance Associates Experience July 2012 - August 2012
Job OTC Products Risk Management Intern at CME Group
Industry Financial Services
Experience
CME Group  May 2015 - Present
Orient Fund   December 2013 - May 2014
Andrew Arroyo Investments   September 2012 - December 2013
DaVinci Financial & Insurance Associates   July 2012 - August 2012
China Construction Bank  June 2010 - August 2010

Education
Columbia University in the City of New York   2014 — 2015
Master of Science (M.S.), Financial Engineering

University of California, Los Angeles   2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics/Economics/Statistics, 3.8/4.0

Daniel Bradley Daniel Bradley Orange County, California Area Details
Daniel Bradley's DaVinci Financial & Insurance Associates Experience February 2011 - December 2013
Job Owner at Calivino Wine Pub
Industry Financial Services
Experience
Calivino Wine Pub   February 2014 - Present
Bradley Restaurant & Bar Corp   July 2013 - Present
DaVinci Financial & Insurance Associates   February 2011 - December 2013
MassMutual Financial Group  August 2010 - January 2012
Wells Fargo Bank  March 2010 - July 2010
Wells Fargo Financial  March 2008 - March 2010

Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, 401k, Insurance, Financial Planners, Portfolio Management, Disability Insurance, Wealth Management, Employee Benefits, Wealth, Mergers, Finance, Series 7, Series 63, Mutual Funds, Mergers & Acquisitions, Credit, Small Business, Sales, Estate Planning, IRAs, Series 6

Education
California Polytechnic State University-San Luis Obispo   2003 — 2008
Bachelor of Science, Finance

Daniel Galanti Daniel Galanti Porter Ranch, California Details
Daniel Galanti's DaVinci Financial & Insurance Associates Experience May 2013 - September 2013
Job Analyst at Los Angeles Capital Management
Industry Financial Services
Experience
Los Angeles Capital Management  June 2014 - Present
DaVinci Financial & Insurance Associates   May 2013 - September 2013
Capstone Partners Financial & Insurance Services MassMutual Financial Group   April 2013 - June 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Social Media, Facebook, Customer Service, Public Speaking, Teamwork, Research, English, Social Networking, Team Leadership, Windows, Sales, Finance, Licensed Life & Health..., Financial Analysis, Business Development..., Data Analysis, Portfolio Management, Management, Accounting

Education
Chapman University   2010 — 2014
Bachelor of Science, Business Administration Finance Emphasis

Chaminade College Preparatory High School   2007 — 2010

Robert Barretto Robert Barretto Orange County, California Area Details
Robert Barretto's DaVinci Financial & Insurance Associates Experience September 2014 - Present
Job Personal Equity and Financial Strategist
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   September 2014 - Present

Skills
Start-ups, New Business Development, Team Building, Marketing Strategy, Entrepreneurship, Sales Management, Management, Marketing, Strategic Planning, Strategic Partnerships, Customer Service, Leadership, Business Development, Contract Negotiation, Sales, Fundraising, Business Strategy, Negotiation

Education
Loyola Marymount University   1980 — 1984
BBA, Business Management, Marketing

Fahad Masud Fahad Masud Orange, California Details
Fahad Masud's DaVinci Financial & Insurance Associates Experience September 2014 - March 2015
Job Engineering Technician
Industry Investment Management
Experience
Geo Environ   June 2012 - Present
DaVinci Financial & Insurance Associates   September 2014 - March 2015
Waddell & Reed  April 2014 - June 2014

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Financial Analysis, PowerPoint, Data Analysis, Investments, Budgets, Process Improvement

Education
California State University-Fullerton   2009 — 2014
Bachelor of Arts (B.A.), Finance, General

California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance, General

Tyler Simmons Tyler Simmons Irvine, California Details
Tyler Simmons's DaVinci Financial & Insurance Associates Experience September 2012 - February 2014
Job college graduate with a degree in finance and accounting
Industry Apparel & Fashion
Experience
The Management Trust  April 2014 - Present
SLVDR clothing   2011 - Present
DaVinci Financial & Insurance Associates   September 2012 - February 2014

Skills
Accounting, Sales, Microsoft Office, PowerPoint, Event Planning, Financial Analysis, Microsoft Word

Education
Concordia University-Irvine   2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Nga Lam Kung Nga Lam Kung Rosemead, California Details
Nga Lam Kung's DaVinci Financial & Insurance Associates Experience January 2013 - December 2013
Job Intern at DaVinci Financial & Associates
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   January 2013 - December 2013
Harmony Tree Learning Center  January 2007 - January 2011

Skills
Teaching, PowerPoint, Child Development, Microsoft Excel, Outlook

Education
University of California, Irvine   2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.7

Alexander Gudkov Alexander Gudkov Orange County, California Area Details
Alexander Gudkov's DaVinci Financial & Insurance Associates Experience August 2012 - December 2012
Job Owner, Landing Page Studio
Industry Insurance
Experience
United AMG Partners   2014 - Present
Landing Pages Studio   May 2013 - August 2014
DaVinci Financial & Insurance Associates   August 2012 - December 2012
Holt and Sons International  April 2012 - June 2012
Srednerussky Head Office of Sberbank   May 2010 - February 2011
Kievskoe branch №5278 of Sberbank   October 2006 - May 2010

Skills
Portfolio Management, Customer Service, Strategic Financial..., Investments, Finance, Mergers & Acquisitions, Wealth Management, Insurance, Market Research, Equities, Retirement, Employee Benefits, Sales, Accounting, Fixed Annuities, Life Insurance, Small Business, Financial Planners, 401k

Education
University of California, Irvine   2011 — 2012
Accelerated Certificate Program, Business Administration

Plekhanov Russian University of Economics   2006 — 2009
Master’s and Bachelor's Degree, Finance

Бизнес Молодость

Nabeel Mohammad Nabeel Mohammad Fullerton, California Details
Nabeel Mohammad's DaVinci Financial & Insurance Associates Experience August 2014 - January 2015
Job Finance Student at California State University, Fullerton
Industry Investment Banking
Experience
Nordstrom  November 2014 - Present
Mission Market   March 2014 - June 2015
DaVinci Financial & Insurance Associates   August 2014 - January 2015
Macy's  April 2013 - March 2014
Rug Weavers   May 2010 - September 2012
Party Zone   May 2011 - August 2011

Skills
Retail, Customer Service, Retail Sales, Merchandising, Cashiering, Teamwork, Sales, Telephone Skills, Inventory Management, PowerPoint, Microsoft Excel

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2011 — 2016
Bachelor of Arts (B.A.), Finance

Dean Perez Dean Perez Greater Los Angeles Area Details
Dean Perez's DaVinci Financial & Insurance Associates Experience January 2013 - Present
Job Personal Equity & Financial Strategist at DaVinci Financial & Insurance Associates
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   January 2013 - Present
CSULB Student Recreation and Wellness Center   August 2010 - Present
International Business Association  April 2012 - January 2013

Skills
Sales, Marketing, Finance, Management, Teamwork, Fitness

Education
California State University-Long Beach   2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Lionel Adams Lionel Adams Irvine, California Details
Lionel Adams's DaVinci Financial & Insurance Associates Experience February 2014 - Present
Job Independent Agent at DaVinci Financial & Insurance Associates
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   February 2014 - Present
Capstone Partners Financial and Insurance Services  April 2013 - February 2014
Experience Unlimited  January 2013 - April 2013
The Boeing Company  June 2003 - January 2013
Boeing  2002 - 2013

Skills
Process Improvement, Leadership, Strategy, Project Management, Team Building, Program Management, Analysis, Budgets, Project Planning, Cross-functional Team..., Manufacturing, Integration, Business Analysis, Business Process..., Change Management, Risk Management, Systems Engineering, Vendor Management, Strategic Planning, Operations Management, Performance Improvement, Configuration Management, Negotiation, Policy, New Business Development, Management, Business Planning, Training, Team Leadership, Operations Improvement, Imaging Solutions, Shared Services, Digital Printing, SharePoint, Visio, Marketing, Sales, Life Insurance, Long Term Care Insurance

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business Administration and Management, General

Keller Graduate School of Management of DeVry University
Masters, Telecommunications Management

Charlene Nghieu Charlene Nghieu Irvine, California Details
Charlene Nghieu's DaVinci Financial & Insurance Associates Experience February 2014 - May 2014
Job Marketing Support Representative at United Auto Credit Corporation
Industry
Experience
United Auto Credit Corporation  August 2014 - Present
Boot Barn  July 2014 - August 2014
UCI Cross Cultural Center   September 2013 - June 2014
DaVinci Financial & Insurance Associates   February 2014 - May 2014
UCI Cross Cultural Center   October 2012 - June 2013

Education
University of California, Irvine   2010 — 2014
Bachelor of Arts (BA), Business Economics and Sociology

Pioneer High School   2006 — 2010
High School Diploma

Mylynne Tran Mylynne Tran Greater Los Angeles Area Details
Mylynne Tran's DaVinci Financial & Insurance Associates Experience April 2012 - November 2012
Job Pharmaceutical Sales Representative at Vertical Pharmaceuticals
Industry Pharmaceuticals
Experience
Vertical Pharmaceuticals  June 2014 - Present
Vanquish Marketing Group Inc.  December 2012 - May 2014
DaVinci Financial & Insurance Associates   April 2012 - November 2012
SecurityFinancialOnline.com  August 2011 - March 2012
Legend Salon   June 2006 - January 2011
Bath & Body Works  May 2008 - September 2010

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Life Insurance, Customer Service, Time Management, Sales Presentations, Term Life Insurance, Gmail, Google Docs, Phone Skills, Phone Etiquette, Marketing Communications, Event Based Marketing, Event Management, Product Marketing, Investments, Retail, Microsoft Office, QuickBooks, Marketing, Insurance, Data Analysis, New Business Development, Employee Benefits, Data Entry, Telephone Skills, Social Media, Management, Advertising, Outlook, Strategic Financial..., Facebook, Event Planning, Merchandising, Leadership, Teamwork, Social Media Marketing, Market Research, Direct Marketing, Public Speaking

Education
University of California, Riverside   2008 — 2012
BS, Business Administration, Cum Laude, Management

University of Manchester - Manchester Business School   2011 — 2011
Education Abroad Program, Management, Marketing

Brianna Applegate Brianna Applegate Los Angeles, California Details
Brianna Applegate's DaVinci Financial & Insurance Associates Experience October 2014 - Present
Job Project Management // International Business
Industry Public Relations and Communications
Experience
Morgner Co.   December 2014 - Present
DaVinci Financial & Insurance Associates   October 2014 - Present
CB Atelier BrandX   May 2013 - February 2014
RocNation - Rocawear/Billionaire Boys Club   August 2012 - May 2013
The 4040 Club  January 2012 - December 2012
AllSaints Spitalfield   June 2011 - May 2012
The Beat  January 2010 - May 2011

Skills
Merchandising, Fashion, Marketing, Social Media, Social Media Marketing, Social Networking, Advertising, Visual Merchandising, Brand Development, Sales, New Business Development, Customer Service, Start-ups, Market Research, Marketing Strategy

Education
Fashion Institute of Design & Merchandising   2009 — 2011
Associate of Arts (A.A.), Marketing/International Business

Laurence D. Bell Laurence D. Bell Santa Monica, California Details
Laurence D. Bell's DaVinci Financial & Insurance Associates Experience January 2012 - May 2013
Job Entrepreneur, President at AAG Global Management
Industry Executive Office
Experience
AAG Global Management   August 2014 - Present
Bon Appetit  June 2011 - August 2013
DaVinci Financial & Insurance Associates   January 2012 - May 2013
Venture IAB  August 2011 - December 2011
Universal Music Group  January 2011 - July 2011

Skills
Digital Marketing, Business Strategy, Start-ups, Marketing, Entrepreneurship, Marketing Strategy, Digital Media, Product Development, Strategic Marketing..., Strategic Partnerships, Business Development, User Interface Design, Business Operations, Corporate Branding, New Media, Market Research, Operating Budgets, Sales Management, Public Relations, E-commerce, Creative Direction, Endorsements, Product Design Support, Visual Identity Design, Technology Integration, Film, Brand Licensing, Strategic Financial..., Financial Modeling, International Business..., New Media Strategy, Management, Artificial Intelligence, Patents

Education
University of LaVerne   2009 — 2013
Bachelor of Arts (B.A.) Business Administration - College of Business and Economics

Claremont McKenna College   2008 — 2008
Business Administration, Management and Operations

(Jason) Jiachen Zong (Jason) Jiachen Zong Greater Los Angeles Area Details
(Jason) Jiachen Zong's DaVinci Financial & Insurance Associates Experience March 2014 - June 2014
Job Master of Science in Applied Finance at Pepperdine University, seeking a Financial Analyst position or an internship
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   March 2014 - June 2014
China Minsheng Banking Corp.ltd  March 2013 - December 2013
Southern Illinois University  January 2011 - December 2012
Changshu Rural Commercial Bank   June 2012 - August 2012
Huaxing Automobile Sales & Service Co., Ltd   June 2011 - August 2011

Skills
Financial Analysis, Financial Modeling, Strategic Planning, Finance, Microsoft Excel, Financial Accounting, Financial Planning, Financial Reporting, Corporate Finance, Banking, Strategic Financial..., Valuation, Credit, Investment Banking, Microsoft Word, Bloomberg, PowerPoint, Managerial Finance, Customer Service, Financial Risk, Credit Analysis, Credit Risk, Budgeting, Project Management, Portfolio Management, Financial Forecasting, GAAP, Financial Services, Quantitative Finance, Personal Finance, Leveraged Finance, Solver, JMP, Visual Basic Application, CRM, SAP ERP, The R Project, Capital Markets, Working Capital..., Cost Accounting, Due Diligence, Business Valuation, Sarbanes-Oxley Act, Microsoft Office, Variance Analysis, Process Improvement, Account Reconciliation, Revenue Recognition, General Ledger

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2014 — 2015
Master's Degree, Applied Finance, GPA: 3.55

University of California, Irvine   2014 — 2014
Accelerated Certificate Program, Business Administration and Management, General, GPA: 3.98/4.0

Southern Illinois University, Carbondale   2008 — 2012
Bachelor's Degree, Accounting and Finance, 3.74/4.0

Mengru (Merry) Fu Mengru (Merry) Fu Los Angeles, California Details
Mengru (Merry) Fu's DaVinci Financial & Insurance Associates Experience June 2013 - August 2013
Job Consultant Intern at AptClarity LLC
Industry
Experience
AptClarity LLC   April 2015 - Present
China Life Insurance Co.Ltd  August 2014 - September 2014
UCLA  October 2013 - December 2013
DaVinci Financial & Insurance Associates   June 2013 - August 2013
Volunteer Income Tax Assistant  October 2012 - April 2013

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, R, QlikView, Actuarial Science, Statistical Modeling, Data Analysis

Education
UCLA   2011 — 2015
Bachelor's degree, Statistics

University of California, Los Angeles   2011 — 2015
Bachelor's degree, Mathematics and Actuarial Science

Denson Kaiklian Denson Kaiklian Irvine, California Details
Denson Kaiklian's DaVinci Financial & Insurance Associates Experience October 2012 - Present
Job Independent Senior Advisor
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   October 2012 - Present
Tesoro Diamonds & Fine Jewelry LLC   January 2009 - Present
Union Bank  July 2012 - October 2012
Wells Fargo Bank  November 2009 - June 2012
Wachovia, A Wells Fargo Company  September 2009 - April 2010
Tax & Financial Partners, Inc.   July 2008 - June 2009
Balboa Capital Corporation  January 2006 - July 2007
Bank of America  January 2005 - December 2006

Skills
Financial Analysis, Investments, Finance, Credit Analysis, Life Insurance, Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Portfolio Management, Loans, Banking, Credit, Public Speaking, Sales, Customer Service, Business Development, Insurance, Financial Planning

Education
California State University-Fullerton   2003 — 2008
BA, Finance & Marketing

Andrea Calleja Andrea Calleja Orange County, California Area Details
Andrea Calleja's DaVinci Financial & Insurance Associates Experience October 2013 - March 2014
Job Accounts Receivable & Billing Specialist
Industry Accounting
Experience
Solid Landings Behavioral Health  July 2015 - Present
Solid Landings Behavioral Health  April 2014 - July 2015
DaVinci Financial & Insurance Associates   October 2013 - March 2014
Anfield Advisors, LLC   April 2013 - September 2013
Transfesa   June 2011 - September 2011

Skills
High Organizational..., Morningstar, Spanish, Economics, Market Research, Asset Allocation, Investment Strategies, International Finance, Econometrics, Financial Modeling, PowerPoint, Finance, Microsoft Word, Strategic Planning, Analysis, Microsoft Excel, Teamwork

Education
University of California, Irvine   2012 — 2013
Certificates Programs, Business Administration and International Finance

Universidad Carlos III de Madrid   2007 — 2011
Bachelor's degree, Economics

Tiffany Le Tiffany Le Orange County, California Area Details
Tiffany Le's DaVinci Financial & Insurance Associates Experience April 2014 - Present
Job Agency Project Manager at DaVinci Financial & Insurance Associates
Industry Financial Services
Experience
Maverick Brands LLC  March 2015 - Present
Keymedia LA   January 2015 - Present
DaVinci Financial & Insurance Associates   April 2014 - Present
DaVinci Financial & Insurance Associates   August 2012 - July 2013
Anteaters' Habitat for Humanity   July 2011 - June 2012
Law Offices of Edward M. Rubinstein   January 2012 - March 2012
Law Offices of Jules Miller   January 2012 - March 2012
National Society of Leadership and Success, Sigma Alpha Pi   March 2009 - March 2012
Anteaters' Habitat for Humanity   July 2010 - July 2011
Southern California Venture Network (SCVN)   May 2009 - December 2010

Skills
Management, Leadership, 401k, Employee Benefits, Sales, Strategic Financial..., Microsoft Word, Research, Insurance, Small Business, Mergers & Acquisitions, PowerPoint, Investments, Microsoft Office, Wealth Management, Portfolio Management, Microsoft Excel, Life Insurance, Public Speaking, Finance, Time Management, Data Analysis, Financial Planning, Customer Service

Education
University of California, Irvine
Bachelors, Business Economics & Criminology, Law, and Society

Ralph Basa Ralph Basa Irvine, California Details
Ralph Basa's DaVinci Financial & Insurance Associates Experience March 2012 - Present
Job Personal Equity & Financial Strategist
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   March 2012 - Present
The Home Depot  September 2008 - December 2009
United States Marine Corps  October 2002 - October 2007

Skills
Inventory Management, Customer Service, Microsoft Office, Leadership, Loss Prevention, Team Building, Sales, Team Leadership, Training, Retail, Microsoft Excel, Inventory Control, Merchandising, Access, Buy-sell Agreements, Life Insura, Univer, Term Life Insurance, Whole Life, Retirement Planning, Estate Planning, Indexed Universal Life, Wealth Management, Underwriting, PowerPoint, Outlook, Forecasting

Education
Cal State Fullerton   2011 — 2013
B.A., Finance

Irvine Valley College   2009 — 2011
Associate of Arts (A.A.), Business Administration and Economics

Brent Fulfer Brent Fulfer Sacramento, California Details
Brent Fulfer's DaVinci Financial & Insurance Associates Experience March 2015 - Present
Job Independent Advisor at DaVinci Financial & Insurance Associates
Industry Insurance
Experience
DaVinci Financial & Insurance Associates   March 2015 - Present
KB Professionals and Insurance Solutions   August 2014 - Present
Farmers Insurance  November 2013 - August 2014
Hughes Financial Law   September 2008 - August 2013
California Backyard   June 2006 - September 2008

Skills
Insurance, Public Speaking, Negotiation, Small Business, Sales, Team Leadership, Time Management, General Insurance, Cold Calling, Workers Compensation, Commercial Insurance, Leadership, Customer Service, Training, Social Media, Social Networking

Education
California State University-Sacramento   2008 — 2012
Bachelor of Arts (B.A.), International Relations- Middle East, Senior

Oakmont High School   2004 — 2008

Danielle Wise Danielle Wise Los Angeles, California Details
Danielle Wise's DaVinci Financial & Insurance Associates Experience March 2013 - May 2014
Job Staff Accountant at Gaynor & Umanoff, LLP
Industry Accounting
Experience
Gaynor & Umanoff, LLP   May 2014 - Present
DaVinci Financial & Insurance Associates   March 2013 - May 2014

Skills
Financial Accounting, Microsoft Excel, Accounting, Bookkeeping, QuickBooks, Tax, Sales, Investments, Life Insurance, Team Building, Management, Mathematics, Access, Strategic Financial..., Financial Planning, Event Planning, Finance

Education
Stephen F. Austin State University   2009 — 2012
Bachelor's, Accounting

Stephen F. Austin State University   2009 — 2012
Bachelor of Science (B.S.), Accounting

Paul Laroque Paul Laroque Orange County, California Area Details
Paul Laroque's DaVinci Financial & Insurance Associates Experience 2014 - Present
Job Advisor at DaVinci Financial & Insurance Associates
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   2014 - Present
Johnson & Johnson  2014 - 2014
Johnson & Johnson  2013 - 2014
Johnson & Johnson  2007 - 2013
Johnson & Johnson  2006 - 2007
US Army  2004 - 2006
US Army  2001 - 2004
US Army  1997 - 2001
US Army  1995 - 1997

Skills
Manufacturing, Medical Devices, Cross-functional Team..., Product Development, Operations Management, Project Management, Six Sigma, Systems Engineering, Strategic Planning, Lean Manufacturing, CAPA, Quality System, Process Engineering, Matrix Leadership, Matrix Management, cGMP practices, cGMP manufacturing, SAP Implementation, ERP Implementations, Production Planning, Kaizen, DMAIC, S&OP, FDA GMP, Value Stream Mapping, Supply Chain Operations, Plant Operations, P&L

Education
United States Military Academy at West Point   1991 — 1995
Bachelor of Science (BS), Environmental Engineering

Bend Senior High School

Clark Fritchle Clark Fritchle Orange County, California Area Details
Clark Fritchle's DaVinci Financial & Insurance Associates Experience January 2012 - December 2014
Job Wealth Advisor Private Client Service Group at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors  July 2015 - Present
DaVinci Financial & Insurance Associates   January 2012 - December 2014
Unum  January 2011 - March 2012
JPMorgan Chase & Co.   June 2009 - December 2010
Morgan Stanley  September 2007 - February 2009

Skills
Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Hedge Funds, Wealth Management, Career Development..., Finance, Financial Analysis, Portfolio Management, Retirement, Equities, Customer Service, Small Business, Financial Planning, Leadership, Sales, Wealth, Management, Investments, Financial Services, Life Insurance, Team Building, Marketing, Risk Management, Financial Advisory, Investment Advisory

Education
Concordia University-Irvine   2003 — 2007
Bachelor of Arts (BA), Business Administration with emphasis in Finance and Management

Joy Maas Joy Maas Irvine, California Details
Joy Maas's DaVinci Financial & Insurance Associates Experience March 2014 - September 2014
Job Insurance Consultant at DaVinci Financial & Insurance Associates
Industry Insurance
Experience
DaVinci Financial & Insurance Associates   March 2014 - September 2014
UTi Worldwide Inc.  July 2011 - June 2013
Community Hospital of Long Beach  July 2009 - July 2011
JRK Property Management   September 2008 - May 2009
Corestaff Agency / TABC Toyota   May 2008 - January 2009
Bally Technologies  October 2005 - May 2008

Skills
Payroll, PeopleSoft, Human Resources, Outlook, Kronos, QuickBooks, Accruals, ADP ReportSmith, Access, Workday, ADP Enterprise, ADP PCPW, ADP E-Time, Timesaver, Microsoft Word, Microsoft Excel, ADP Payroll, Accounts Payable, Accounts Receivable, FMLA, Account Reconciliation, Garnishments, Training, HRIS, General Ledger, Data Entry

Education
University of Phoenix   2009 — 2011
Associates in Accounting

Golden West College   2001 — 2002
Cisco Networking

DeVry Institute of Technology   1992 — 1994
Electronics Technology

Seneca High / Erie County Tech   1988 — 1992
Diploma, Electronics Technology

Gene Adams Gene Adams Orange County, California Area Details
Gene Adams's DaVinci Financial & Insurance Associates Experience June 2013 - Present
Job WEALTH MANAGER & INSURANCE EXPERT working tirelessly to insure not only your family's future but YOUR RETIREMENT as well
Industry Insurance
Experience
DaVinci Financial & Insurance Associates   June 2013 - Present
MediCredit, Inc.   August 2010 - January 2012
MediCredit, Inc.   January 1991 - March 2006
GFC, Inc   September 1983 - February 1986
Several top Money Center Banks including Chemical Bank, Irving Trust, CIT   1967 - 1983

Skills
Leadership, Management, Recruiting, Sales, Sales Operations, Negotiation, Marketing Management, Finance, Creative Direction, Credit, Loans, Equities, Portfolio Management, Financial Modeling, Investments, Asset Management, Fixed Income, Investment Banking, Valuation

Education
University of Colorado Boulder   1967 — 1972
BS cum laude, Finance & Management

Aaron Wdowin Aaron Wdowin Greater Los Angeles Area Details
Aaron Wdowin's DaVinci Financial & Insurance Associates Experience May 2012 - Present
Job Personal Equity & Financial Strategist at DaVinci Financial & Insurance Associates
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   May 2012 - Present
Solar Electrical Systems  April 2012 - May 2012
California Solar  July 2010 - April 2012
SCS Engineers  2006 - 2008

Skills
Renewable Energy, Cleantech, Sales, Financial Modeling, Environmental..., Proposal Writing, Alternative Energy, Investments, Sustainability, Research, Climate Change, Public Speaking, Environmental Science, Environmental Policy, Due Diligence, Energy, Project Management, Management, Environmental Awareness

Education
University of California, Santa Barbara   2008 — 2010
Master's degree

Brown University
Bachelor of Science (BS)

Sarah Jarrar Sarah Jarrar Orange County, California Area Details
Sarah Jarrar's DaVinci Financial & Insurance Associates Experience June 2015 - Present
Job Junior Agent at DaVinci Financial & Insurance Associates
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates   June 2015 - Present
DaVinci Financial & Insurance Associates   September 2014 - June 2015

Skills
Marketing, Strategic Planning, Project Management, Management, Sales, Finance

Education
California State University-Fullerton   2013 — 2015
Bachelor’s Degree, Business Administration, Risk Management & Insurance

Golden West College   2011 — 2013
Associate’s Degree, Business Administration and Management, General