Dowling & Yahnke, LLC
Address: 12265 El Camino Real Suite 300, San Diego, CA 92130 Hours: Open ⋅ Closes 5PM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (858) 509-9500Website: : : : : Place name: : : Category: Website: http://www.dywealth.com/ Category: Financial consultant 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.
Dowling & Yahnke, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Dowling & Yahnke, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Dowling & Yahnke, LLC Employees
Dowling & Yahnke, LLC January 2014 - Present
Dowling & Yahnke, LLC September 2008 - January 2014
Dowling & Yahnke, LLC February 2006 - August 2008
Education
UC San Diego
Bachelor of Arts (B.A.), Economics
Homrich Berg September 2014 - Present
Callan Capital December 2013 - September 2014
Dowling & Yahnke, LLC October 2008 - November 2013
Lexington Wealth Management September 2005 - September 2008
Lexington Wealth Manangement October 2004 - September 2005
Education
University of Massachusetts Boston 2002 — 2005
B.A., Economics
Dowling & Yahnke, LLC February 2015 - Present
Naval Surface Force, U.S. Pacific Fleet Readiness Headquarters May 2015 - Present
US Navy May 2004 - April 2015
Skills
Operational Planning, Surface Warfare, Security Clearance, National Security, Organizational..., Program Management, Portfolio Management, Finance, Wealth Management
Education
University of California, San Diego - The Rady School of Management 2015 — 2018
Master of Business Administration (MBA), Finance and Financial Management Services
Naval War College 2009 — 2011
MA, National Security & Strategic Studies
United States Naval Academy 2000 — 2004
BS, Political Science
Pure Financial Advisors, Inc. May 2014 - Present
Dowling & Yahnke, LLC April 2011 - April 2014
Bank of America 2008 - 2011
Skills
APX, Junxure, Cost Basis Reporting, Microsoft Excel, Microsoft Office, Axys, Project Management, Personal Finance, Banking, Administrative Work, Salesforce.com, Customer Service, Financial Services, Wealth Management, Retirement Planning, Financial Planning
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science (B.S.), Financial Planning and Services
The Chinese University of Hong Kong 2007 — 2007
Dowling & Yahnke, LLC April 2014 - August 2015
Highroad IT March 2010 - April 2014
Skills
Computer Maintenance, Network Services, Hardware Installation, Remote Access, Internet Troubleshooting, Remote Troubleshooting, Routers, Printers, VMware
Education
UCI 2009 — 2011
Rocklin High School 2005 — 2009
High School Diploma
Dowling & Yahnke, LLC February 2007 - Present
Merrill Lynch September 1996 - September 2006
Harbor Capital Management 1993 - 1996
The Boston Company June 1989 - September 1993
Education
Harvard University 1985 — 1989
United World College USA 1983 — 1985
International Baccalaureate (I.B.)
Dish Network June 2015 - Present
Dish Network July 2014 - June 2015
Famous Brands International August 2013 - July 2014
Nestlé USA July 2012 - August 2013
Nestle USA June 2011 - August 2011
The Coromega Company, Inc. August 2008 - July 2010
Dowling & Yahnke, LLC August 2006 - August 2008
General Electric June 2005 - September 2005
Skills
Financial Modeling, Financial Analysis, Market Research, Business Strategy, Valuation, Forecasting, Brand Management, Consumer Products, Marketing, Cross-functional Team..., Analytics, Project Management, Product Management, Customer Insight, CRM, Data Analysis, Integrated Marketing, Strategic Planning, Business Development, Management, Digital Strategy, Digital Marketing, Analysis, Market Analysis, Product Launch, Social Media
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Marketing - Brand Management
Stanford University 2002 — 2006
B.A., Economics
Arapahoe High School 1998 — 2002
Dowling & Yahnke, LLC January 1995 - Present
Education
San Diego State University-California State University 1992 — 1994
Master Science Business Administration, Financial & Tax Planning
University of Iowa 1988 — 1992
Bachelor Business Administration, Economics
Dowling & Yahnke, LLC August 1998 - Present
James Hardie 1992 - 1996
James Hardie Irrigation 1992 - 1996
Carpenter Technology/Special Products Division 1990 - 1992
SOCIETE PROCAL (Langres, France) August 1988 - May 1989
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Université catholique de Louvain 1989 — 1990
Diplome, Administration des Entreprises
University of California, San Diego
BS, Mechanical Engineering
Georg-August-Universität Göttingen 1984 — 1985
Clearshark February 2015 - Present
BAI BAI Federal BAI Commercial May 2012 - February 2015
Deutsche Bank April 2011 - May 2012
Dowling & Yahnke, LLC May 2008 - October 2010
Maximum Equities, Inc May 2006 - January 2008
Skills
Network Security, Network Engineering, Network Monitoring Tools, Network Design, Enterprise Software, Sales, Leadership, Program Management, Cloud Computing, Account Management, Management, Salesforce.com, Customer Service, Microsoft Office
Education
University of Maryland College Park 2002 — 2006
Bachelor of Arts, Economics
St. Joseph's Collegiate Institute 1998 — 2002
Dowling & Yahnke, LLC May 1991 - Present
DLA Piper US LLP 1985 - May 1991
Education
San Diego State University-California State University 1981 — 1983
MBA, Finance
Claremont McKenna College 1975 — 1979
BA, Finance
Dowling & Yahnke, LLC July 2014 - Present
Halpern Financial, Inc. September 2010 - July 2014
Harrison - de Charon, LLC. July 2008 - September 2010
Cullington Hill Advisors September 2002 - April 2008
Lindsay & Brownell, LLP 2002 - 2002
Skills
Retirement, Investment Management, Personal Financial..., Insurance, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Planners, Estate Planning, Wealth Management, Tax, Employee Benefits, Asset Allocation, Financial Advisory
Education
College for Financial Planning 2007 — 2009
M.S.
University of California, San Diego 1998 — 2002
B.A.
Universidad Complutense de Madrid 2001 — 2001
Dowling & Yahnke, LLC March 2014 - March 2015
US Trust November 2011 - July 2013
Kanaly Trust Company January 2009 - November 2011
USAA June 2008 - August 2008
CUTCO Cutlery 2004 - 2004
Skills
Wealth Management, Financial Planning, Asset Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Asset Allocation, Finance, Mutual Funds
Education
Texas Tech University 2006 — 2008
B.S., Personal Financial Planning
Dowling & Yahnke, LLC February 2007 - Present
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Dowling & Yahnke, LLC January 2015 - Present
Aggeus Healthcare August 2011 - October 2014
Aggeus Healthcare April 2010 - August 2011
MB Financial Bank October 2008 - February 2010
Hangar Theatre May 2008 - August 2008
University of Pittsburgh August 2005 - April 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Healthcare, Research, Outlook, Data Entry, Time Management, Photoshop, Editing, Marketing, Medicare, Healthcare Management, HIPAA, Management, Medical Terminology
Education
University of Pittsburgh 2004 — 2008
Bachelor of Arts, Theatre Arts and Women's Studies
Marple Newtown Senior High 2000 — 2004
Dowling & Yahnke, LLC June 1993 - Present
American Red Cross - San Diego/Imperial Counties Chapter August 1991 - March 1993
HomeFed Bank January 1989 - November 1990
HomeFed Bank October 1985 - January 1989
Bank of Hawaii June 1982 - August 1985
Education
University of Notre Dame 1978 — 1982
Bachelor of Arts (BA), Economics