Dragon Financial Group

Description

Address: 1700 S El Camino Real #200, San Mateo, CA 94402 Hours: Closed ⋅ Opens 9AM Friday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (650) 571-8888Place name: : Category: : : Website: : : : 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.Add missing informationAdd website 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 Dragon Financial Group Posting publicly on the Web Write a review Reviews Be the first to review

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Dragon Financial Group Employees

Employee
Years
Job
Industry
Christina D'Amico Christina D'Amico Burlingame, California Details
Christina D'Amico's Dragon Financial Group Experience March 2015 - Present
Job Human Resources and Office Coordinator at Dragon Financial Group
Industry Human Resources
Experience
Dragon Financial Group   March 2015 - Present
Lucky Brand  March 2014 - Present
Stuart Floor Co   September 2014 - January 2015
Chico's FAS Inc.   July 2013 - January 2014
Victoria's Secret  May 2012 - January 2013

Skills
Heavy Calendaring, Outlook, Sales, Salesforce.com, Marketing, Multi-line Phone, Human Resources, Phone Screening, Phone Etiquette, Microsoft Word, Google Docs, QuickBooks, Microsoft Excel, Social Media, Merchandising, Facebook, Fashion, Social Media Marketing, Leadership, Google Calendar, Social Networking, PowerPoint, Typing, Filing, Public Speaking, Microsoft Office, Event Planning, Time Management, Teamwork

Education
California Polytechnic State University-San Luis Obispo   2009 — 2013
Bachelor of Arts (BA), History

St. Francis High School   2005 — 2009
High School

University of California, Berkeley

University of California, Berkeley

University of California, Berkeley

Samantha Bautista Samantha Bautista San Mateo, California Details
Samantha Bautista's Dragon Financial Group Experience February 2014 - Present
Job Dragon Financial Group
Industry Financial Services
Experience
Dragon Financial Group   February 2014 - Present
Zooky's Sports Tavern   July 2011 - January 2014
Pittsburgh Pirates  April 2011 - December 2013
Geneva College  October 2011 - May 2012

Skills
Time Management, Accounting, Microsoft Office, Microsoft Excel, Customer Service, Management, Event Planning, Microsoft Word, Public Speaking, Social Media, Financial Planning, PowerPoint, Team Building, Leadership

Education
Geneva College   2007 — 2011
Bachelor of Arts (B.A.) Bachelor of Science (B.S), Accounting and Finance

Monte Vista High School   2003 — 2007

Alysia (Ally) Nguyen Alysia (Ally) Nguyen San Francisco Bay Area Details
Alysia (Ally) Nguyen's Dragon Financial Group Experience June 2014 - August 2014
Job Social Media Intern at Box
Industry Public Relations and Communications
Experience
Box  June 2015 - August 2015
Dragon Financial Group   June 2014 - August 2014
Vidality  April 2014 - June 2014
Brown University  May 2014 - 2014
Brown University  April 2014 - 2014
Nordstrom  June 2011 - July 2013
Interact District 5170   June 2012 - June 2013
East Villagers   October 2011 - June 2013

Skills
Social Media, Teamwork, Public Speaking, Event Planning, Team Leadership, Social Networking, Creative Writing, Youth Mentoring, Sales, Leadership, Facebook, Nonprofits, Fundraising

Education
Brown University   2013 — 2017
Bachelor's Degree, Public Health

Saint Francis High School   2009 — 2013

Spencer Ho Spencer Ho Burlingame, California Details
Spencer Ho's Dragon Financial Group Experience June 2014 - August 2014
Job Banking Professional
Industry Banking
Experience
Dragon Financial Group   June 2014 - August 2014
JPMorgan Chase  September 2013 - June 2014
Nordstrom  April 2013 - September 2013
Papa John's  February 2012 - April 2012
Eagle Cafe   March 2011 - June 2011
Costco  August 2010 - December 2010
Cold Stone Creamery  July 2009 - August 2010

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Restaurants, Event Planning, Food & Beverage, Restaurant Management

Education
Mills High School   2006 — 2010
High School Diploma

San Francisco State University
Bachelor of Arts, Business Administration; Finance

Kristy Siu Chong Kristy Siu Chong San Mateo, California Details
Kristy Siu Chong's Dragon Financial Group Experience October 2014 - Present
Job Administrative Supervisor
Industry Financial Services
Experience
Dragon Financial Group   October 2014 - Present
Seeking Next Opportunity  June 2014 - Present
Covington Realty Services, Inc.   February 2011 - May 2014

Skills
Administrative Work, Friendly Personality, Work Ethic, Computers, Work in A Fast Paced..., Learning Quickly, Art, Front Office, Property Management, Property Management..., Clerical Skills, Fax, Process Scheduler, Invoicing, Customer Service, Administrative..., Administration, Microsoft Office, Microsoft Word, Social Media, Time Management, Management, Filing, Microsoft Excel

Education
New York Institute of Technology   2003 — 2007
Bachelor of Fine Arts (B.F.A.), Graphic Design

Nora Mayen Nora Mayen San Mateo, California Details
Nora Mayen's Dragon Financial Group Experience December 2012 - October 2013
Job Operations Coordinator
Industry Nonprofit Organization Management
Experience
California Society of Anesthesiologists  October 2013 - Present
Dragon Financial Group   December 2012 - October 2013
DGA planning architecture interiors  April 2004 - November 2011
DGA planning architecture interiors  August 2003 - March 2004
Attorneys Bookkeeping Services   January 2003 - August 2003

Skills
Microsoft Office, Outlook, Sage Business Works, Adobe Acrobat, Salesforce.com, Photoshop, Event Planning, Photography, Administrative..., Customer Service, Bookkeeping, Financial Analysis, Filing, Accounts Receivable, Administration

Education
Heald College-San Francisco   2001 — 2003
Associate's degree, Business Administration

Eli Dragon Eli Dragon Dallas/Fort Worth Area Details
Eli Dragon's Dragon Financial Group Experience September 1989 - Present
Job Senior Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif  2000 - Present
Dragon Financial Group   September 1989 - Present
Texas Instruments  July 1985 - September 1989

Skills
Business Strategy, Program Management, Mergers, Wealth Management, Retirement Planning, Strategic Planning, Risk Management, Cross-functional Team..., Sales Management, Financial Modeling, Investments, Contract Negotiation, Management, Financial Analysis, Strategic Financial..., Leadership, New Business Development, Team Building, Product Development, Business Planning, Mergers & Acquisitions, Investment Advisory, Strategy, Forecasting, Portfolio Management, Asset Management, Start-ups, Business Development, Entrepreneurship, Estate Planning

Education
University of North Texas   1986 — 1988
MBA, Business

Ohio University   1983 — 1985
Bacherlor Degree, Electrical Engineering

Joseph Mah, CTP EA Joseph Mah, CTP EA San Francisco Bay Area Details
Joseph Mah, CTP EA's Dragon Financial Group Experience February 2014 - Present
Job Financial Planner/Manager at Dragon Financial Group
Industry Banking
Experience
Dragon Financial Group   February 2014 - Present
Bright Future International Training & Services   2011 - 2013
Wells Fargo  2007 - 2010
Mango Billing Solutions   2006 - 2007
Bank of America  2002 - 2005
Bank of America  1997 - 2001

Education
Sasin Graduate Institute of Business Administration of Chulalongkorn University   2011 — 2013
Executive MBA

Kellogg School of Management
Sasin Kellogg EMBA Residential Program

San Francisco State University
Bachelor of Science (B.S.), Business Administration, Concentration in Marketing

Tom T. Pauler Tom T. Pauler San Mateo, California Details
Tom T. Pauler's Dragon Financial Group Experience January 2013 - August 2014
Job Associate Product Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  October 2014 - Present
Dragon Financial Group   January 2013 - August 2014
Polymeright Inc   October 2007 - February 2013

Education
San Jose State University   2008 — 2012
Bachelor of Science (B.S.)

New Mexico Military Institute   2002 — 2005
Diploma

Bethany Ratliff Bethany Ratliff San Francisco Bay Area Details
Bethany Ratliff's Dragon Financial Group Experience February 2012 - October 2012
Job Operations Associate at Three Bell Capital
Industry Financial Services
Experience
Three Bell Capital   June 2015 - Present
Schacht Family, LLC   January 2013 - June 2015
Shukuru  August 2012 - January 2014
Dragon Financial Group   February 2012 - October 2012
Boot Barn  September 2005 - April 2011

Skills
Project Management, Management, New Business Development, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Leadership, Fundraising, Event Planning, Sales, Coaching, Strategic Planning, Research, Social Networking, Account Management, Event Management, Social Media Marketing, Team Building, Time Management, Marketing Strategy, Salesforce.com, Data Analysis, Leadership Development, Finance

Education
CSU Sacramento   2009 — 2011
Bachelor's degree, Business Finance

Jason Tom, MBA,AIF,CCIM Jason Tom, MBA,AIF,CCIM San Francisco Bay Area Details
Jason Tom, MBA,AIF,CCIM's Dragon Financial Group Experience September 2011 - January 2013
Job Owner & Director Sales at InfologyDTS
Industry Financial Services
Experience
InfologyDTS   September 2003 - Present
Dragon Financial Group   September 2011 - January 2013
Sperry Van Ness Commercial Real Estate  June 2003 - January 2013
Trek Equipment Corporation   September 2000 - October 2002
Estore Express / Magic Control Systems   February 2000 - July 2000
See's Car Care   January 1988 - February 2000

Skills
Property, Shopping Centers, Real Estate, Brokerage, Investment Properties, Real Estate Transactions, Asset Managment, Investments, Property Management, Strategic Planning, Commercial Real Estate, Disposition, Portfolio Management, Finance, Management, Asset Management

Education
Golden Gate University   1998 — 1999
MBA, Business/Telecommunications, A

Sonoma State University   1988 — 1992
Bachelor's Degree, Business and Administration; Marketing

Jennifer N. Nguyen Jennifer N. Nguyen San Jose, California Details
Jennifer N. Nguyen's Dragon Financial Group Experience October 2012 - December 2012
Job Business Intelligence Analyst at Cisco
Industry Human Resources
Experience
Cisco  July 2014 - Present
Aeris Communications  August 2013 - October 2013
Aeris Communications  June 2013 - August 2013
Aeris Communications  June 2013 - August 2013
San Jose State University  December 2011 - May 2013
Dragon Financial Group   October 2012 - December 2012
Kumon  April 2007 - December 2011
Kumon  July 2008 - December 2010
Kumon  June 2007 - July 2008

Skills
Data Entry, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Satisfaction, Training, Management, Organizational..., Adobe Acrobat, Human Resources, Recruiting, Strategic Planning, Research, Time Management, Teamwork, PowerPoint, Analysis, Programming, Customer Service, Public Speaking, Data Analysis, Data Mining, Analytics, Event Planning, Social Networking

Education
San Jose State University
Bachelor's Degree, Mathematics with emphasis in Economics, Finance, Actuaries Sciences; Minor: Business

Anna Lu Anna Lu San Francisco, California Details
Anna Lu's Dragon Financial Group Experience July 2014 - January 2015
Job Prudential Financial
Industry Financial Services
Experience
Prudential Financial  January 2015 - Present
U.S. Army Reserve   June 2007 - June 2015
Dragon Financial Group   July 2014 - January 2015
Chase  December 2012 - May 2014
Schubert's Bakery   September 2005 - November 2012
Cako Bakery  July 2011 - June 2012

Skills
Customer Service, Leadership, Logistics, Microsoft Excel, Sales, Customer Satisfaction, Time Management, Team Leadership, Event Planning, Social Media, Social Networking, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Outlook, Management

Education
San Francisco State University   2009 — 2010
Bachelors of Science, College of Business (Management)

Curt Chism, CPA Curt Chism, CPA San Francisco Bay Area Details
Curt Chism, CPA's Dragon Financial Group Experience October 2014 - May 2015
Job Senior Fund Accountant at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services  June 2015 - Present
Dragon Financial Group   October 2014 - May 2015
Conifer Financial Services  June 2013 - October 2014
KPMG LLP  July 2012 - June 2013
KPMG LLP  November 2010 - July 2012
Wells Fargo Bank  April 2007 - October 2010

Skills
Accounting, Financial Reporting, Internal Controls, Private Equity, Broker-Dealer, Assurance, Excel, GAAP, IFRS, Sales & Use Tax, Fund Accounting, Auditing, SOX 404, Account Reconciliation, SEC filings, Microsoft Excel, Financial Analysis, Financial Statements

Education
Golden Gate University   2008 — 2010
Master's Degree, Accounting

San Francisco State University   2000 — 2004
Bachelor's Degree, Business Administration

Christian song Christian song San Francisco Bay Area Details
Christian song's Dragon Financial Group Experience July 2009 - October 2009
Job Supply Chain Specialist, Indirect Procurement at KLATencor
Industry Financial Services
Experience
KLA-Tencor  August 2014 - Present
KLA-Tencor  June 2012 - August 2014
Delta Sigma Pi  March 2012 - December 2012
EZQualify - REMAX by the Bay   September 2010 - July 2012
Core-Mark International  June 2010 - August 2010
YSO Capital Management  June 2010 - August 2010
Dragon Financial Group   July 2009 - October 2009

Skills
Data Analysis, Microsoft Excel, Analysis, SAP, Outlook, Training, Access, Budgets, Program Management, PowerPoint, Process Improvement, Finance, Accounts Payable, Financial Analysis, Investments, Forecasting, Portfolio Management, Procurement, RFP, RFP Generation, RFP Design, Sourcing, Contract Negotiation, Contract Management, Supply Chain Management, Supply, Spend Management, SAP ERP, SAP HANA, Reporting & Analysis, Business Systems..., Business Systems

Education
San Jose State University   2008 — 2012
Bachelors of Science, Finance, General

Michael Slutskiy Michael Slutskiy San Francisco Bay Area Details
Michael Slutskiy's Dragon Financial Group Experience February 2012 - June 2012
Job
Industry Investment Management
Experience
Dragon Financial Group   February 2012 - June 2012
Omnium Capital Management   February 2011 - January 2012
Omnium Capital Management   September 2010 - February 2011

Education
California Polytechnic State University-San Luis Obispo   2005 — 2009
B.S., Economics

Iok Chang Iok Chang San Francisco Bay Area Details
Iok Chang's Dragon Financial Group Experience June 2014 - Present
Job Investment Analyst Associate at Dragon Financial Group
Industry Financial Services
Experience
Dragon Financial Group   June 2014 - Present
UC Berkeley  May 2008 - August 2011

Skills
Matlab, Microsoft Excel, Microsoft Word, Minitab, Chinese, Chinese history, Teaching, Portfolio Center, Morningstar Principia, Bloomberg Terminal

Education
California Polytechnic State University-San Luis Obispo   2011 — 2013
Master of Business Administration (MBA), Industrial Engineering

UC Berkeley   2006 — 2010
Bachelor of Arts (B.A.), Physics

Cesario Rodriguez III Cesario Rodriguez III Menlo Park, California Details
Cesario Rodriguez III's Dragon Financial Group Experience July 2015 - Present
Job Freelance Graphic Designer & Web Developer
Industry Marketing and Advertising
Experience
Freelance Graphic Designer & Web Developer  May 2015 - Present
Campus Khakis   August 2015 - Present
Dragon Financial Group   July 2015 - Present
Taste Catering & Event Planning  June 2015 - Present
San Francisco Giants Centerplate Program   November 2014 - August 2015
Wild Berry Yogurt   June 2013 - 2014

Skills
WordPress, Computer Proficiency, Public Relations, Social Networking, PowerPoint development, Microsoft Word, Customer Satisfaction, Management, Microsoft Office, Planning, Employee Training, Teamwork, Leadership, Reliability, Time Management, Social Media, Customer Service

Education
San Francisco State University   2014 — 2018
Business Marketing/ Advertisement

Junipero Serra High School   2010 — 2014
High School Diploma, General Studies