Dragon Financial Group
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
Dragon Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Dragon Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Dragon Financial Group Salaries. You can even request information on how much does Dragon Financial Group pay if you want to. Learn about salaries, pros and cons of working for Dragon Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
18 Dragon Financial Group employees in database. Find out everything there's to know about Dragon Financial Group 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.
Dragon Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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