Dunham & Associates
Industry: Company
DescriptionHeadquarters: California Founded: 1985
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Dunham & Associates Employees
Employee
Years
Job
Industry
Tyler R. Beaty Tyler R. Beaty's Dunham & Associates Experience July 2013 - September 2013
Job CEO and Founder of Collectve
Industry Computer Software
Experience
Collectve January 2015 - Present
Cal Poly Financial Management Association March 2014 - March 2015
Engravd January 2014 - December 2014
Financial Management Association March 2013 - March 2014
Dunham & Associates July 2013 - September 2013
Voice & Video Rentals June 2010 - September 2012
MedImpact November 2010 - September 2011
Oral and Maxillofacial Surgeon at Center for Oral, Maxillofacial and Implant Reconstructive Surgery June 2009 - September 2010
Skills
Business Development, Product Management, Public Speaking, Leadership, Startup Development, Lean Startup, Entrepreneurship, Product Development, Agile Application..., Scrum, Analysis, Sales, Negotiation, Customer Service, Critical Thinking, Microsoft Excel, Management, Financial Modeling, Adobe Creative Suite, Teamwork, Event Planning
Education
Draper University
Entrepreneurial and Small Business Operations
Cal Poly San Luis Obispo 2011 — 2015
Bachelor’s Degree, Finance
Collectve January 2015 - Present
Cal Poly Financial Management Association March 2014 - March 2015
Engravd January 2014 - December 2014
Financial Management Association March 2013 - March 2014
Dunham & Associates July 2013 - September 2013
Voice & Video Rentals June 2010 - September 2012
MedImpact November 2010 - September 2011
Oral and Maxillofacial Surgeon at Center for Oral, Maxillofacial and Implant Reconstructive Surgery June 2009 - September 2010
Skills
Business Development, Product Management, Public Speaking, Leadership, Startup Development, Lean Startup, Entrepreneurship, Product Development, Agile Application..., Scrum, Analysis, Sales, Negotiation, Customer Service, Critical Thinking, Microsoft Excel, Management, Financial Modeling, Adobe Creative Suite, Teamwork, Event Planning
Education
Draper University
Entrepreneurial and Small Business Operations
Cal Poly San Luis Obispo 2011 — 2015
Bachelor’s Degree, Finance
Dan Pasternack's Dunham & Associates Experience July 2012 - April 2014
Job Operations Manager, Financial Planning Analyst at Wealth Strategies Group
Industry Financial Services
Experience
Wealth Strategies Group May 2015 - Present
BofI Federal Bank December 2014 - May 2015
Gupta Wealth Management April 2014 - October 2014
Dunham & Associates July 2012 - April 2014
First Allied Wealth Management June 2007 - July 2012
Commonwealth Financial Network October 2005 - June 2007
LPL Financial July 2005 - October 2005
Skills
Asset Allocation, Fund Analysis, Private Wealth..., Microsoft Excel, Strategic Financial..., Retirement Planning, Coaching, Wealth Management, Investments, Insurance, Public Speaking, Sales, Financial Analysis, Series 7, Series 65, Spanish, Microsoft Word, PowerPoint, Outlook, Analysis, iPhone, Sports Statistics, Sports Writing, Investment Strategies, Stock Picking, Bloomberg Terminal, Bloomberg Software, Morningstar, Zephyr Style Advisor, MS Excel Pivot Tables, V Lookups, Conditional Formatting, Sumif, Goal Seek, Mutual Funds, ETFs, Wealth Management..., Retirement, Series 63, Morningstar Direct, Bloomberg, Investment Advisory, Financial Advisory, Alternative Investments, Valuation, Trading, Investment Management, Asset Management, Equities, Securities
Education
Devry University - Keller Institute 2010 — 2011
MBA, Finance
Tulane University 2000 — 2003
BA, Political Economics, History, Spanish
Phillips Exeter Academy 1997 — 2000
HS Diploma, High School
Burlingame High School 1996 — 1997
Borel Middle School 1994 — 1996
The Nueva School (Elementary school) 1991 — 1994
Wealth Strategies Group May 2015 - Present
BofI Federal Bank December 2014 - May 2015
Gupta Wealth Management April 2014 - October 2014
Dunham & Associates July 2012 - April 2014
First Allied Wealth Management June 2007 - July 2012
Commonwealth Financial Network October 2005 - June 2007
LPL Financial July 2005 - October 2005
Skills
Asset Allocation, Fund Analysis, Private Wealth..., Microsoft Excel, Strategic Financial..., Retirement Planning, Coaching, Wealth Management, Investments, Insurance, Public Speaking, Sales, Financial Analysis, Series 7, Series 65, Spanish, Microsoft Word, PowerPoint, Outlook, Analysis, iPhone, Sports Statistics, Sports Writing, Investment Strategies, Stock Picking, Bloomberg Terminal, Bloomberg Software, Morningstar, Zephyr Style Advisor, MS Excel Pivot Tables, V Lookups, Conditional Formatting, Sumif, Goal Seek, Mutual Funds, ETFs, Wealth Management..., Retirement, Series 63, Morningstar Direct, Bloomberg, Investment Advisory, Financial Advisory, Alternative Investments, Valuation, Trading, Investment Management, Asset Management, Equities, Securities
Education
Devry University - Keller Institute 2010 — 2011
MBA, Finance
Tulane University 2000 — 2003
BA, Political Economics, History, Spanish
Phillips Exeter Academy 1997 — 2000
HS Diploma, High School
Burlingame High School 1996 — 1997
Borel Middle School 1994 — 1996
The Nueva School (Elementary school) 1991 — 1994
Angela Justine Serrano's Dunham & Associates Experience January 2002 - June 2004
Job District Manager & Independent Consultant at Arbonne International LLC
Industry Online Media
Experience
Arbonne International LLC December 2014 - Present
AJS Consulting - Media Marketing July 2014 - Present
4 The Love of Tulle August 2013 - Present
Fashionista's June 2009 - Present
S Koshy Insurance Agency, Inc - Farmers District 9718 December 2013 - June 2014
Jenny Craig April 2012 - December 2013
Chico's FAS Inc. 2007 - 2012
First Allied Securities January 2007 - June 2007
LPL Financial June 2004 - January 2007
Dunham & Associates January 2002 - June 2004
Skills
Training, Marketing, Sales, Recruiting, CRM, Business Development, Consulting, Insurance, Microsoft Office, Life Insurance, Property & Casualty..., Relationship Management, Territory Account..., Analytics, Financial Services, Financial Advisory, Program Management, Lead Generation, Strategic Planning, Sales Management, Direct Sales, Salesforce.com, Seibel, Product Development, Product Management, Real Estate License, Health Insurance, Corporate Recruiting, Financial Recruiting, Entrepreneurship, Small Business, Online Marketing, Team Leadership, Marketing Communications, Leadership, Management, Retirement, Selling, Email Marketing, Business Planning, Strategy, Fixed Annuities, Cold Calling, Strategic Partnerships, New Business Development, Retirement Planning, Team Building, Coaching, Sales Process, Account Management
Education
Social Media Academy 2014 — 2014
Master Social Media Strategist Certificate, social Media
Trendimi 2014 — 2014
Certificate, Fashion, Beauty and Event Planning
Santa Rosa Junior College 1991 — 1996
Associate's degree, Business Administration and Management, General
Piner High School 1988 — 1991
Arbonne International LLC December 2014 - Present
AJS Consulting - Media Marketing July 2014 - Present
4 The Love of Tulle August 2013 - Present
Fashionista's June 2009 - Present
S Koshy Insurance Agency, Inc - Farmers District 9718 December 2013 - June 2014
Jenny Craig April 2012 - December 2013
Chico's FAS Inc. 2007 - 2012
First Allied Securities January 2007 - June 2007
LPL Financial June 2004 - January 2007
Dunham & Associates January 2002 - June 2004
Skills
Training, Marketing, Sales, Recruiting, CRM, Business Development, Consulting, Insurance, Microsoft Office, Life Insurance, Property & Casualty..., Relationship Management, Territory Account..., Analytics, Financial Services, Financial Advisory, Program Management, Lead Generation, Strategic Planning, Sales Management, Direct Sales, Salesforce.com, Seibel, Product Development, Product Management, Real Estate License, Health Insurance, Corporate Recruiting, Financial Recruiting, Entrepreneurship, Small Business, Online Marketing, Team Leadership, Marketing Communications, Leadership, Management, Retirement, Selling, Email Marketing, Business Planning, Strategy, Fixed Annuities, Cold Calling, Strategic Partnerships, New Business Development, Retirement Planning, Team Building, Coaching, Sales Process, Account Management
Education
Social Media Academy 2014 — 2014
Master Social Media Strategist Certificate, social Media
Trendimi 2014 — 2014
Certificate, Fashion, Beauty and Event Planning
Santa Rosa Junior College 1991 — 1996
Associate's degree, Business Administration and Management, General
Piner High School 1988 — 1991
Jasmine Pilar Jasmine Pilar's Dunham & Associates Experience February 2013 - July 2013
Job Specialist, Membership Development at Technology Services Industry Association (TSIA)
Industry Information Technology and Services
Experience
Technology Services Industry Association (TSIA) June 2015 - Present
JasmineFit Personal Training September 2009 - Present
Dunham & Associates February 2013 - July 2013
W Hotels November 2011 - April 2012
Nuveen Investments March 2006 - March 2011
Franke & Shields, LLC October 2005 - December 2005
Business Logic June 2005 - August 2005
Shepard Schwartz & Harris LLP September 2004 - March 2005
Education
DePaul University 2009 — 2012
Bachelors of Science
Technology Services Industry Association (TSIA) June 2015 - Present
JasmineFit Personal Training September 2009 - Present
Dunham & Associates February 2013 - July 2013
W Hotels November 2011 - April 2012
Nuveen Investments March 2006 - March 2011
Franke & Shields, LLC October 2005 - December 2005
Business Logic June 2005 - August 2005
Shepard Schwartz & Harris LLP September 2004 - March 2005
Education
DePaul University 2009 — 2012
Bachelors of Science
Inessa Stysis Inessa Stysis's Dunham & Associates Experience May 2014 - June 2014
Job Junior Staff Accountant at Duffy, Kruspodin & Company, LLP
Industry Accounting
Experience
Duffy, Kruspodin & Company, LLP August 2014 - Present
Dunham & Associates May 2014 - June 2014
Torrey Hills Chiropractic May 2013 - December 2013
CEA Engineering March 2013 - June 2013
Nordstrom November 2010 - May 2013
Be beauty October 2011 - January 2012
ProveWorld June 2009 - August 2009
Skills
Social Networking, Financial Accounting, Tax Accounting, Information Systems, QuickBooks, Sales, Presentations, Networking, SAP, Accounting, Finance, Invoicing, Public Speaking, Microsoft Office, Customer Service, Account Reconciliation, Payroll
Education
San Diego State University-California State University 2010 — 2014
Bachelor in Business, Accounting, 3.7
San Diego Mesa College 2013 — 2014
Real Estate
Westview High School 2006 — 2010
Duffy, Kruspodin & Company, LLP August 2014 - Present
Dunham & Associates May 2014 - June 2014
Torrey Hills Chiropractic May 2013 - December 2013
CEA Engineering March 2013 - June 2013
Nordstrom November 2010 - May 2013
Be beauty October 2011 - January 2012
ProveWorld June 2009 - August 2009
Skills
Social Networking, Financial Accounting, Tax Accounting, Information Systems, QuickBooks, Sales, Presentations, Networking, SAP, Accounting, Finance, Invoicing, Public Speaking, Microsoft Office, Customer Service, Account Reconciliation, Payroll
Education
San Diego State University-California State University 2010 — 2014
Bachelor in Business, Accounting, 3.7
San Diego Mesa College 2013 — 2014
Real Estate
Westview High School 2006 — 2010
James Hance James Hance's Dunham & Associates Experience 2006 - 2007
Job Graphic Designer and Copywriter
Industry Marketing and Advertising
Experience
OPS, St. Petersburg, FL November 2012 - Present
Florida Cajun Zydeco.com September 2011 - Present
Jim Hance Graphic Communications 1980 - Present
Raymond James Financial Inc. March 2012 - June 2012
TradeWinds Resorts February 2011 - May 2011
BNI Wealth Builders, Business Networking International 2007 - April 2010
San Diego Green Business Network November 2009 - March 2010
Project Resources, Inc. 2007 - 2010
Dunham & Associates 2006 - 2007
San Diego Convention & Visitors Bureau March 1986 - June 2005
Skills
graphic design, copywriting, editing, Event Management, Trade Show Graphics, Non-profits, Advertising, Email Marketing, Social Media Marketing, Marketing Communications, Adobe Creative Suite CS6, Microsoft Office 2010, Blogging, E-Newsletters, PowerPoint Templates, Publishing, Presentations, Resume Writing, Maps, Cartography, Proofreading, Technical Drawing, Press Releases, Resort Marketing, Brochures, Collateral, Websites, Online Survey Design, Adobe Illustrator, Adobe InDesign, Membership Development, Visitor Maps, Banners, Proposals, Design, Sales Literature, Corporate Communications, Production Art, Marketing Message, Dance Promotion, Tourism Marketing, Corporate Branding, Information Graphics, Press Kits, Typography, Conceptual Design, Close Attention to..., Creativity, Customer Service, Computer Proficiency
Education
San Diego State University 1970 — 1975
BA, Literature, Journalism
Will C Crawford High School 1967 — 1970
General Education, Journalism
OPS, St. Petersburg, FL November 2012 - Present
Florida Cajun Zydeco.com September 2011 - Present
Jim Hance Graphic Communications 1980 - Present
Raymond James Financial Inc. March 2012 - June 2012
TradeWinds Resorts February 2011 - May 2011
BNI Wealth Builders, Business Networking International 2007 - April 2010
San Diego Green Business Network November 2009 - March 2010
Project Resources, Inc. 2007 - 2010
Dunham & Associates 2006 - 2007
San Diego Convention & Visitors Bureau March 1986 - June 2005
Skills
graphic design, copywriting, editing, Event Management, Trade Show Graphics, Non-profits, Advertising, Email Marketing, Social Media Marketing, Marketing Communications, Adobe Creative Suite CS6, Microsoft Office 2010, Blogging, E-Newsletters, PowerPoint Templates, Publishing, Presentations, Resume Writing, Maps, Cartography, Proofreading, Technical Drawing, Press Releases, Resort Marketing, Brochures, Collateral, Websites, Online Survey Design, Adobe Illustrator, Adobe InDesign, Membership Development, Visitor Maps, Banners, Proposals, Design, Sales Literature, Corporate Communications, Production Art, Marketing Message, Dance Promotion, Tourism Marketing, Corporate Branding, Information Graphics, Press Kits, Typography, Conceptual Design, Close Attention to..., Creativity, Customer Service, Computer Proficiency
Education
San Diego State University 1970 — 1975
BA, Literature, Journalism
Will C Crawford High School 1967 — 1970
General Education, Journalism
Eugene Choi CFP® Eugene Choi CFP®'s Dunham & Associates Experience May 2014 - Present
Job Regional Marketing Associate at Dunham & Associates
Industry Financial Services
Experience
Dunham & Associates May 2014 - Present
Commonwealth Financial Network November 2012 - May 2014
Fidelity Investments August 2011 - October 2012
Apple Inc. January 2010 - July 2011
UBS Financial Services Inc July 2009 - July 2011
Skills
Spanish, Korean, Microsoft Office, Financial Analysis, Investments, Money Management, Public Speaking, Leadership, Strategic Planning, Data Analysis, Microsoft Excel, Market Research, PowerPoint, Financial Modeling, Access
Education
University of California, San Diego 2007 — 2011
Economics, Economics
Dunham & Associates May 2014 - Present
Commonwealth Financial Network November 2012 - May 2014
Fidelity Investments August 2011 - October 2012
Apple Inc. January 2010 - July 2011
UBS Financial Services Inc July 2009 - July 2011
Skills
Spanish, Korean, Microsoft Office, Financial Analysis, Investments, Money Management, Public Speaking, Leadership, Strategic Planning, Data Analysis, Microsoft Excel, Market Research, PowerPoint, Financial Modeling, Access
Education
University of California, San Diego 2007 — 2011
Economics, Economics
Brandon Mather's Dunham & Associates Experience March 2014 - Present
Job Regional Marketing Associate at Dunham & Associates
Industry Financial Services
Experience
Dunham & Associates March 2014 - Present
Commonwealth Financial Network January 2012 - March 2014
MFS Financial Services October 2009 - January 2012
Ameriprise Financial August 2009 - August 2009
Enterprise Rent-A-Car May 2008 - August 2008
Skills
Financial Services, Communication Skills, Customer Service, Series 7, Series 63, Series 65, Creative Solutions, Microsoft Excel, Microsoft Word, Data Integrity, New Account Generation, Retirement Planning, Transfers Of Equity, Equity Trading, Wealth Management, Sales, Manage Client..., Leadership, Financial Advisory, Strategic Financial..., Management, Customer Satisfaction, Sales Operations, Series 24, Investments, Communication, Financial Planning
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance, Entrepreneurship
E.O. Smith High School 2001 — 2005
Dunham & Associates March 2014 - Present
Commonwealth Financial Network January 2012 - March 2014
MFS Financial Services October 2009 - January 2012
Ameriprise Financial August 2009 - August 2009
Enterprise Rent-A-Car May 2008 - August 2008
Skills
Financial Services, Communication Skills, Customer Service, Series 7, Series 63, Series 65, Creative Solutions, Microsoft Excel, Microsoft Word, Data Integrity, New Account Generation, Retirement Planning, Transfers Of Equity, Equity Trading, Wealth Management, Sales, Manage Client..., Leadership, Financial Advisory, Strategic Financial..., Management, Customer Satisfaction, Sales Operations, Series 24, Investments, Communication, Financial Planning
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance, Entrepreneurship
E.O. Smith High School 2001 — 2005
John Martindale, CFP John Martindale, CFP's Dunham & Associates Experience September 1988 - October 2002
Job Managing Partner at Ailsa Capital, Inc.
Industry Financial Services
Experience
Canyons Education Foundation 2013 - Present
Ailsa Capital, Inc. May 2011 - Present
Mountain Shadows Foundation 2010 - Present
Ailsa Capital Management January 2005 - Present
OMNI Investment Advisors October 2002 - May 2011
Dunham & Associates September 1988 - October 2002
Skills
Investments, PowerPoint, Public Speaking, Asset Management, Investment Advisory, Financial Analysis, Management, Financial Modeling, Finance, Real Estate, Financial Advisory, Strategic Financial..., Alternative Investments, Property Management
Education
Brigham Young University
Finance, Accounting
Canyons Education Foundation 2013 - Present
Ailsa Capital, Inc. May 2011 - Present
Mountain Shadows Foundation 2010 - Present
Ailsa Capital Management January 2005 - Present
OMNI Investment Advisors October 2002 - May 2011
Dunham & Associates September 1988 - October 2002
Skills
Investments, PowerPoint, Public Speaking, Asset Management, Investment Advisory, Financial Analysis, Management, Financial Modeling, Finance, Real Estate, Financial Advisory, Strategic Financial..., Alternative Investments, Property Management
Education
Brigham Young University
Finance, Accounting
Ryan Karlson's Dunham & Associates Experience September 2011 - August 2012
Job Senior Systems Analyst at Uber
Industry Management Consulting
Experience
Uber June 2015 - Present
LinkedIn September 2013 - June 2015
Deloitte July 2012 - September 2013
Dunham & Associates September 2011 - August 2012
Karlson Solutions March 2010 - September 2011
Wells Fargo December 2007 - March 2010
Skills
Project Management, Enterprise Software, Integration, Microsoft Excel, Workday, Data Analysis, Public Speaking, Consulting, Business Intelligence, Strategic Planning, Analysis, CRM, XSLT, Business Analysis, Data Conversion, Data Migration, Sales, Project Planning, Lead Generation, Financial Analysis, HR Consulting, PowerPoint, Social Media, Budgets, Customer Service, Management, Workday Compensation, Asset Management, Outlook, Negotiation, Google Apps, ETL Tools, Sequel, Business Strategy, Event Planning, Asset Managment, Program Management, Business Process
Education
University of California, San Diego 2008 — 2010
Bachelors, Economics
Uber June 2015 - Present
LinkedIn September 2013 - June 2015
Deloitte July 2012 - September 2013
Dunham & Associates September 2011 - August 2012
Karlson Solutions March 2010 - September 2011
Wells Fargo December 2007 - March 2010
Skills
Project Management, Enterprise Software, Integration, Microsoft Excel, Workday, Data Analysis, Public Speaking, Consulting, Business Intelligence, Strategic Planning, Analysis, CRM, XSLT, Business Analysis, Data Conversion, Data Migration, Sales, Project Planning, Lead Generation, Financial Analysis, HR Consulting, PowerPoint, Social Media, Budgets, Customer Service, Management, Workday Compensation, Asset Management, Outlook, Negotiation, Google Apps, ETL Tools, Sequel, Business Strategy, Event Planning, Asset Managment, Program Management, Business Process
Education
University of California, San Diego 2008 — 2010
Bachelors, Economics
Shilen Patel Shilen Patel's Dunham & Associates Experience April 2011 - April 2011
Job Reconciliation Specialist at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West August 2013 - Present
SPIN Dance Company November 2013 - Present
Chhatrala Group February 2013 - August 2013
Hanmer MSL September 2012 - December 2012
Birla Sun Life Asset Management Company Limited (BSLAMCL) July 2011 - September 2011
Dunham & Associates April 2011 - April 2011
CC Alpha Group June 2010 - August 2010
Jawed Habib Hair & Beauty Limited June 2009 - September 2009
Skills
Entrepreneurship, Marketing Strategy, Strategic Planning, Identifying Client Needs, Market Analysis, Data Analysis, Idea Generation, Team Building, Project Analysis, Evaluations, Financial Analysis, Research, People Skills, Customer Service, Report Writing, Networking, Microsoft Office, Stata, Eviews, Bloomberg Terminal, Photoshop, Project Management, Economics, Business Analysis
Education
University of Nottingham 2009 — 2012
BSc, Economics and Econometrics
The International School Bangalore 2007 — 2009
Internatinal Baccalaureate Diploma, Economics, Business, Mathematics
St. Xavier's School, Ahmedabad 1996 — 2007
GSEB, Social Sciences, Sciences, Mathematics
Trust Company of the West August 2013 - Present
SPIN Dance Company November 2013 - Present
Chhatrala Group February 2013 - August 2013
Hanmer MSL September 2012 - December 2012
Birla Sun Life Asset Management Company Limited (BSLAMCL) July 2011 - September 2011
Dunham & Associates April 2011 - April 2011
CC Alpha Group June 2010 - August 2010
Jawed Habib Hair & Beauty Limited June 2009 - September 2009
Skills
Entrepreneurship, Marketing Strategy, Strategic Planning, Identifying Client Needs, Market Analysis, Data Analysis, Idea Generation, Team Building, Project Analysis, Evaluations, Financial Analysis, Research, People Skills, Customer Service, Report Writing, Networking, Microsoft Office, Stata, Eviews, Bloomberg Terminal, Photoshop, Project Management, Economics, Business Analysis
Education
University of Nottingham 2009 — 2012
BSc, Economics and Econometrics
The International School Bangalore 2007 — 2009
Internatinal Baccalaureate Diploma, Economics, Business, Mathematics
St. Xavier's School, Ahmedabad 1996 — 2007
GSEB, Social Sciences, Sciences, Mathematics
Sam Peters, SCPM Sam Peters, SCPM's Dunham & Associates Experience December 2007 - December 2008
Job Customer Success Manager at Box
Industry Internet
Experience
Box Program ManagerIPS Learning2011 - 2014
Tutor Corps July 2010 - May 2011
English Centers for Children (ECC) January 2009 - February 2010
DMCV Sharks Soccer Club April 2007 - January 2010
Dunham & Associates December 2007 - December 2008
LPL Financial October 2006 - December 2007
Skills
Program Management, Leadership, Staff Development, Change Management, Project Portfolio..., Strategic Planning, Management, Process Improvement, Team Leadership, Business Strategy, Business Development, Management Consulting, Team Building
Education
UC Berkeley 2002 — 2006
Bachelor of Arts (B.A.), American Studeies, concentration in Identity and Consumer Society
Stanford University
Box Program ManagerIPS Learning2011 - 2014
Tutor Corps July 2010 - May 2011
English Centers for Children (ECC) January 2009 - February 2010
DMCV Sharks Soccer Club April 2007 - January 2010
Dunham & Associates December 2007 - December 2008
LPL Financial October 2006 - December 2007
Skills
Program Management, Leadership, Staff Development, Change Management, Project Portfolio..., Strategic Planning, Management, Process Improvement, Team Leadership, Business Strategy, Business Development, Management Consulting, Team Building
Education
UC Berkeley 2002 — 2006
Bachelor of Arts (B.A.), American Studeies, concentration in Identity and Consumer Society
Stanford University
Kevin Zielin Kevin Zielin's Dunham & Associates Experience June 2006 - March 2008
Job Web and Database Software Engineer
Industry Information Technology and Services
Experience
ChiroTouch October 2013 - Present
Freelance Consulting April 2009 - October 2013
Life Technologies May 2010 - December 2011
PACE Research Group May 2008 - October 2008
Dunham & Associates June 2006 - March 2008
PACE Research Group August 2005 - June 2006
Santa Monica Mirror December 2000 - March 2005
Skills
Databases, SQL, XML, JavaScript, Visual Studio, Java, C#, C++, Microsoft SQL Server, Software Development, CSS, .NET, HTML, Web Development, Software Engineering, Tutoring, VB.NET, Access, Web Applications, SDLC, JSON, Microsoft Office, Windows, jQuery, Programming, Stored Procedures, HTML5, ASP, T-SQL, Relational Databases, ADO.NET, LINQ, NetBeans, Calculus, Multivariable Calculus, Algebra, Trigonometry, Programming Languages, Dance, Statistics, Japanese, Database Design, Access Database, Assembly Language, Object Oriented Design, Mercurial, jQuery Mobile, Testing, ASP.NET MVC, ASP.NET Web API
Education
University of California, San Diego Extension 2007 — 2009
University of California, San Diego 2003 — 2006
BS, Computer Science
San Diego Mesa College
ChiroTouch October 2013 - Present
Freelance Consulting April 2009 - October 2013
Life Technologies May 2010 - December 2011
PACE Research Group May 2008 - October 2008
Dunham & Associates June 2006 - March 2008
PACE Research Group August 2005 - June 2006
Santa Monica Mirror December 2000 - March 2005
Skills
Databases, SQL, XML, JavaScript, Visual Studio, Java, C#, C++, Microsoft SQL Server, Software Development, CSS, .NET, HTML, Web Development, Software Engineering, Tutoring, VB.NET, Access, Web Applications, SDLC, JSON, Microsoft Office, Windows, jQuery, Programming, Stored Procedures, HTML5, ASP, T-SQL, Relational Databases, ADO.NET, LINQ, NetBeans, Calculus, Multivariable Calculus, Algebra, Trigonometry, Programming Languages, Dance, Statistics, Japanese, Database Design, Access Database, Assembly Language, Object Oriented Design, Mercurial, jQuery Mobile, Testing, ASP.NET MVC, ASP.NET Web API
Education
University of California, San Diego Extension 2007 — 2009
University of California, San Diego 2003 — 2006
BS, Computer Science
San Diego Mesa College
Nate Yuronich Nate Yuronich's Dunham & Associates Experience February 2013 - September 2014
Job Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2014 - Present
Dunham & Associates February 2013 - September 2014
TD Ameritrade January 2012 - February 2013
U.S. Bancorp Investments, Inc. March 2011 - December 2011
UBS Financial Services Inc January 2010 - January 2011
New York University October 2009 - September 2010
Lynx Capital Partners, LLC September 2007 - December 2009
Skills
Wealth Management, Equities, Series 7, Series 63, Relationship Management, Financial Services, Trading, Investments, Mutual Funds, Salesforce.com, Asset Allocation, Financial Advisory, Analysis, Asset Management, Portfolio Management, Sales
Education
State University of New York College at Buffalo 2002 — 2006
Bachelors of Science, Business Administration
TD Ameritrade Institutional September 2014 - Present
Dunham & Associates February 2013 - September 2014
TD Ameritrade January 2012 - February 2013
U.S. Bancorp Investments, Inc. March 2011 - December 2011
UBS Financial Services Inc January 2010 - January 2011
New York University October 2009 - September 2010
Lynx Capital Partners, LLC September 2007 - December 2009
Skills
Wealth Management, Equities, Series 7, Series 63, Relationship Management, Financial Services, Trading, Investments, Mutual Funds, Salesforce.com, Asset Allocation, Financial Advisory, Analysis, Asset Management, Portfolio Management, Sales
Education
State University of New York College at Buffalo 2002 — 2006
Bachelors of Science, Business Administration
Heather Heron's Dunham & Associates Experience April 2006 - October 2012
Job Retirement Plan Specialist
Industry Financial Services
Experience
Austin Financial Partners October 2012 - Present
Dunham & Associates April 2006 - October 2012
Dunham & Associates April 2006 - March 2008
Skills
AIF, Series 24, Series 66, Series 7, Management, Retirement Planning, Mutual Funds, Alternative Investments, Asset Management, Investments, Financial Analysis, Financial Services, Asset Allocation, Customer Service, Investment Advisory, Asset Managment, Portfolio Management, Investment Strategies, IRA Specialist
Education
San Diego State University-California State University
BA, Communications with a Minor in Economics
Austin Financial Partners October 2012 - Present
Dunham & Associates April 2006 - October 2012
Dunham & Associates April 2006 - March 2008
Skills
AIF, Series 24, Series 66, Series 7, Management, Retirement Planning, Mutual Funds, Alternative Investments, Asset Management, Investments, Financial Analysis, Financial Services, Asset Allocation, Customer Service, Investment Advisory, Asset Managment, Portfolio Management, Investment Strategies, IRA Specialist
Education
San Diego State University-California State University
BA, Communications with a Minor in Economics
Phillip Flakes Phillip Flakes's Dunham & Associates Experience May 2007 - September 2009
Job CoFounder and Managing Partner at Succession Link
Industry Financial Services
Experience
Succession Link March 2013 - Present
StarPoint Consulting Group, LLC. September 2009 - Present
Kits For Africa August 2011 - Present
Dunham & Associates May 2007 - September 2009
LPL Financial Services October 2005 - May 2007
Western Mass Pioneers 2004 - 2005
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Wealth Management, Financial Advisory, Business Development, Retirement Planning, Investment Advisory, Succession Planning, Strategic Planning, Marketing, Sales Management, Sales Process, Startup Marketing, Recruiting, Entrepreneurship, Mergers & Acquisitions, Marketing Strategy, Online Marketing, Finance, Management Consulting, Due Diligence, Financial Services, Management, Selling
Education
Trinity College-Hartford 1999 — 2004
Bachelor, Economics
Nobles and Greenough
Succession Link March 2013 - Present
StarPoint Consulting Group, LLC. September 2009 - Present
Kits For Africa August 2011 - Present
Dunham & Associates May 2007 - September 2009
LPL Financial Services October 2005 - May 2007
Western Mass Pioneers 2004 - 2005
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Wealth Management, Financial Advisory, Business Development, Retirement Planning, Investment Advisory, Succession Planning, Strategic Planning, Marketing, Sales Management, Sales Process, Startup Marketing, Recruiting, Entrepreneurship, Mergers & Acquisitions, Marketing Strategy, Online Marketing, Finance, Management Consulting, Due Diligence, Financial Services, Management, Selling
Education
Trinity College-Hartford 1999 — 2004
Bachelor, Economics
Nobles and Greenough
Ronald Puccinelli Jr's Dunham & Associates Experience July 2008 - September 2008
Job Registered Principal at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Consultant February 2010 - May 2011
E*TRADE Financial January 2009 - February 2010
Dunham & Associates July 2008 - September 2008
Kelmoore Investment Co Inc. August 2005 - July 2008
Kelmoore Investment Company November 2003 - September 2005
Morgan Stanley 2000 - 2003
Education
Notre Dame de Namur University 1997 — 2000
Bachelors of Science, Finance/ Economics
Ameriprise Financial Services, Inc. April 2011 - Present
Consultant February 2010 - May 2011
E*TRADE Financial January 2009 - February 2010
Dunham & Associates July 2008 - September 2008
Kelmoore Investment Co Inc. August 2005 - July 2008
Kelmoore Investment Company November 2003 - September 2005
Morgan Stanley 2000 - 2003
Education
Notre Dame de Namur University 1997 — 2000
Bachelors of Science, Finance/ Economics
Peter Blok, CFP® Peter Blok, CFP®'s Dunham & Associates Experience November 2004 - May 2006
Job Financial Advisor
Industry Financial Services
Experience
Blok Financial, LLC April 2010 - Present
Ambrose Wealth Management June 2006 - March 2010
Chester County Chamber of Business & Industry 2006 - March 2010
Dunham & Associates November 2004 - May 2006
SEI Investments February 1998 - October 2004
SEI 1998 - 2004
Education
James Madison University 1992 — 1996
BBA, Accounting
Blok Financial, LLC April 2010 - Present
Ambrose Wealth Management June 2006 - March 2010
Chester County Chamber of Business & Industry 2006 - March 2010
Dunham & Associates November 2004 - May 2006
SEI Investments February 1998 - October 2004
SEI 1998 - 2004
Education
James Madison University 1992 — 1996
BBA, Accounting
Angela Meaney Angela Meaney's Dunham & Associates Experience January 2002 - June 2004
Job Owner at Fashionista's
Industry Financial Services
Experience
Fash-ion-ista's March 2009 - Present
White House Black Market July 2007 - Present
First Allied Securities January 2007 - June 2007
LPL July 2004 - January 2007
Dunham & Associates January 2002 - June 2004
WM Group of Funds January 1998 - January 2002
Cal Fed Investments 1997 - 2000
Fair Isaac Corporation January 1996 - January 1998
Education
Santa Rosa Junior College
University of Phoenix
Fash-ion-ista's March 2009 - Present
White House Black Market July 2007 - Present
First Allied Securities January 2007 - June 2007
LPL July 2004 - January 2007
Dunham & Associates January 2002 - June 2004
WM Group of Funds January 1998 - January 2002
Cal Fed Investments 1997 - 2000
Fair Isaac Corporation January 1996 - January 1998
Education
Santa Rosa Junior College
University of Phoenix
Mark Pedersen's Dunham & Associates Experience October 2005 - November 2007
Job Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - Present
Priority Capital Group May 2009 - March 2011
LPL Financial September 2008 - March 2009
First Allied Securities, Inc November 2007 - July 2008
Dunham & Associates October 2005 - November 2007
American Express September 1995 - October 2005
Skills
Relationship Management, Team Management, Financial Services, Series 7, Series 63, Series 65, FINRA Series 66, Mutual Funds, Investments, Strategic Financial..., Wealth Management, Finance, CRM, Insurance, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, Strategic Planning, Sales Management, FINRA Series 7, Financial Planning, Real Estate, Wholesaling, FINRA, Sales Presentations, Asset Management, Annuities, Retirement Planning, Securities, Team Leadership, Lean Management, Management, RIA, Project Management, Business Development, Business Transition..., Practice Management, IAR
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts, Sociology
Delano Senior High
University of Minnesota Duluth
University of Minnesota-Twin Cities
TD Ameritrade January 2012 - Present
Priority Capital Group May 2009 - March 2011
LPL Financial September 2008 - March 2009
First Allied Securities, Inc November 2007 - July 2008
Dunham & Associates October 2005 - November 2007
American Express September 1995 - October 2005
Skills
Relationship Management, Team Management, Financial Services, Series 7, Series 63, Series 65, FINRA Series 66, Mutual Funds, Investments, Strategic Financial..., Wealth Management, Finance, CRM, Insurance, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, Strategic Planning, Sales Management, FINRA Series 7, Financial Planning, Real Estate, Wholesaling, FINRA, Sales Presentations, Asset Management, Annuities, Retirement Planning, Securities, Team Leadership, Lean Management, Management, RIA, Project Management, Business Development, Business Transition..., Practice Management, IAR
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts, Sociology
Delano Senior High
University of Minnesota Duluth
University of Minnesota-Twin Cities
Keely Minton Keely Minton's Dunham & Associates Experience September 2009 - July 2011
Job VP, Marketing, UnionBanc Investment Services at Union Bank
Industry Financial Services
Experience
Union Bank July 2011 - Present
Dunham & Associates September 2009 - July 2011
WaMu/JP Morgan Chase June 2008 - August 2009
WaMu Investments August 2002 - June 2008
Main Street Trading January 1999 - July 2002
Union Bank of California January 1998 - January 1999
Skills
Marketing Strategy, Marketing..., Brand Communication, Internal Communications, Executive Messaging, Event Planning, Corporate Events, Integrated Marketing, Management, Messaging, Financial Services, Direct Mail, Marketing, Advertising, Sales, Program Management, Investments, Brand Management, Sales Operations, Retail, Budgets, Online Marketing, Direct Marketing, Lead Generation, Sponsorship, Marketing Communications, Brand Development, Public Relations, Leadership, Product Development, CRM, Social Media Marketing, Market Planning, Email Marketing, Digital Marketing, Series 63, Brand Awareness, Strategic Communications, Market Research, Strategic Planning, Product Marketing, Portfolio Management, Strategy, FINRA, Multi-channel Marketing, Corporate Communications, Relationship Management
Education
San Diego State University-California State University
University of California, Davis
Union Bank July 2011 - Present
Dunham & Associates September 2009 - July 2011
WaMu/JP Morgan Chase June 2008 - August 2009
WaMu Investments August 2002 - June 2008
Main Street Trading January 1999 - July 2002
Union Bank of California January 1998 - January 1999
Skills
Marketing Strategy, Marketing..., Brand Communication, Internal Communications, Executive Messaging, Event Planning, Corporate Events, Integrated Marketing, Management, Messaging, Financial Services, Direct Mail, Marketing, Advertising, Sales, Program Management, Investments, Brand Management, Sales Operations, Retail, Budgets, Online Marketing, Direct Marketing, Lead Generation, Sponsorship, Marketing Communications, Brand Development, Public Relations, Leadership, Product Development, CRM, Social Media Marketing, Market Planning, Email Marketing, Digital Marketing, Series 63, Brand Awareness, Strategic Communications, Market Research, Strategic Planning, Product Marketing, Portfolio Management, Strategy, FINRA, Multi-channel Marketing, Corporate Communications, Relationship Management
Education
San Diego State University-California State University
University of California, Davis
Salvatore M. Capizzi Salvatore M. Capizzi's Dunham & Associates Experience 2008 - Present
Job Chief Sales & Marketing Officer
Industry Financial Services
Experience
Dunham & Associates 2008 - Present
ThomasLloyd 2004 - 2008
New York Life Investment Management 2003 - 2004
BlackRock Financial Management 1995 - 2003
Shearson Lehman Brothers 1987 - 1994
CIGNA 1981 - 1987
Skills
Wealth Management, Mutual Funds, Investments, Wealth, Asset, Series 7, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Series 24, Asset Management, Securities, Financial Planning, Financial Markets, Insurance, Series 66, Series 6, Hedge Funds, Series 65, Wholesaling, Sales Management, Asset Managment, ETFs, Financial Services, Investment Management, Management, Strategic Financial..., Wholesale, Uniform Combined State...
Education
Baruch College
BA, History
Dunham & Associates 2008 - Present
ThomasLloyd 2004 - 2008
New York Life Investment Management 2003 - 2004
BlackRock Financial Management 1995 - 2003
Shearson Lehman Brothers 1987 - 1994
CIGNA 1981 - 1987
Skills
Wealth Management, Mutual Funds, Investments, Wealth, Asset, Series 7, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Series 24, Asset Management, Securities, Financial Planning, Financial Markets, Insurance, Series 66, Series 6, Hedge Funds, Series 65, Wholesaling, Sales Management, Asset Managment, ETFs, Financial Services, Investment Management, Management, Strategic Financial..., Wholesale, Uniform Combined State...
Education
Baruch College
BA, History
Bill Brims Bill Brims's Dunham & Associates Experience March 2005 - Present
Job Handson Information Technology Executive
Industry Financial Services
Experience
The Bouncing Bead January 2013 - Present
Dunham & Associates March 2005 - Present
SupplyPro April 1999 - March 2005
San Diego County Water Authority August 1997 - April 1999
Skills
Disaster Recovery, Integration, Project Management, Software Development, CRM, Data Center, Management, Start-ups, Strategy, Databases, Leadership, Project Planning, Asset Managment, Strategic Planning, Computer Hardware, SQL
Education
University of Phoenix 1999 — 2001
MS, Information Systems
University of California, San Diego 1985 — 1998
BA, Economics
Crystal Lake Central 1981 — 1985
High School
The Bouncing Bead January 2013 - Present
Dunham & Associates March 2005 - Present
SupplyPro April 1999 - March 2005
San Diego County Water Authority August 1997 - April 1999
Skills
Disaster Recovery, Integration, Project Management, Software Development, CRM, Data Center, Management, Start-ups, Strategy, Databases, Leadership, Project Planning, Asset Managment, Strategic Planning, Computer Hardware, SQL
Education
University of Phoenix 1999 — 2001
MS, Information Systems
University of California, San Diego 1985 — 1998
BA, Economics
Crystal Lake Central 1981 — 1985
High School
Stephanie Cochran, AIF®, C(k)P®'s Dunham & Associates Experience May 2001 - May 2006
Job Vice President at Manning & Napier
Industry Investment Management
Experience
Manning & Napier October 2006 - Present
Pacific Cornerstone Capital June 2006 - October 2006
Dunham & Associates May 2001 - May 2006
Medallion Advisory Services August 1996 - February 2001
Medallion Investment Services August 1996 - February 2001
Education
The American College
Manning & Napier October 2006 - Present
Pacific Cornerstone Capital June 2006 - October 2006
Dunham & Associates May 2001 - May 2006
Medallion Advisory Services August 1996 - February 2001
Medallion Investment Services August 1996 - February 2001
Education
The American College
Ezra Whipple Ezra Whipple's Dunham & Associates Experience December 2014 - Present
Job Regional Marketing Associate at Dunham & Associates
Industry Leisure, Travel & Tourism
Experience
Dunham & Associates December 2014 - Present
Active Downunder February 2013 - December 2014
Merrill Lynch August 2011 - October 2012
Rady School of Management March 2011 - June 2011
Elisabeth Hazard Consulting 2010 - 2010
The Corporate Library 2009 - 2009
Northland Enterprises, LLC 2005 - 2008
American Income Life 2004 - 2005
Unum 2003 - 2004
Willing Workers on Organic Farms 2002 - 2003
Skills
Investments, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Investment Strategies, Equities, Investment Properties, Competitive Analysis, Acquisitions, Finance, Real Estate, Venture Capital, Portfolio Management, Management, Market Research
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
Manhattanville College 1996 — 1998
BA, Management
University of Vermont 1993 — 1995
Dunham & Associates December 2014 - Present
Active Downunder February 2013 - December 2014
Merrill Lynch August 2011 - October 2012
Rady School of Management March 2011 - June 2011
Elisabeth Hazard Consulting 2010 - 2010
The Corporate Library 2009 - 2009
Northland Enterprises, LLC 2005 - 2008
American Income Life 2004 - 2005
Unum 2003 - 2004
Willing Workers on Organic Farms 2002 - 2003
Skills
Investments, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Investment Strategies, Equities, Investment Properties, Competitive Analysis, Acquisitions, Finance, Real Estate, Venture Capital, Portfolio Management, Management, Market Research
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
Manhattanville College 1996 — 1998
BA, Management
University of Vermont 1993 — 1995
Nicholas Gudz Nicholas Gudz's Dunham & Associates Experience 2006 - 2007
Job Building Trusted Partnerships Between Advisors
Industry Financial Services
Experience
Succession Link Managing PartnerStarPoint ConsultingDecember 2008 - Present
Succession Link 2013 - Present
Absolute Capital Management June 2008 - May 2009
First Allied Securities, Inc. November 2007 - June 2008
Dunham & Associates 2006 - 2007
Goldman Sachs December 2003 - 2005
Skills
Business Development, Financial Services, Recruiting, Consulting, Financial Advisory, Relationship Management, Finance, New Business Development, Due Diligence, Business Strategy, Risk Management, Business Planning, Strategic Planning, Strategy, Mergers & Acquisitions, Financial Analysis, Management, Marketing, Retirement, Selling, Leadership, Sales
Education
Northeastern University 1998 — 2002
BSBA, Finance
Fairport High School
Succession Link Managing PartnerStarPoint ConsultingDecember 2008 - Present
Succession Link 2013 - Present
Absolute Capital Management June 2008 - May 2009
First Allied Securities, Inc. November 2007 - June 2008
Dunham & Associates 2006 - 2007
Goldman Sachs December 2003 - 2005
Skills
Business Development, Financial Services, Recruiting, Consulting, Financial Advisory, Relationship Management, Finance, New Business Development, Due Diligence, Business Strategy, Risk Management, Business Planning, Strategic Planning, Strategy, Mergers & Acquisitions, Financial Analysis, Management, Marketing, Retirement, Selling, Leadership, Sales
Education
Northeastern University 1998 — 2002
BSBA, Finance
Fairport High School
Lori Ann Davini Lori Ann Davini's Dunham & Associates Experience 1998 - 2001
Job OSJ Manager, Reg Principal at Cetera ADVISOR NETWORKS LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera ADVISOR NETWORKS LLC 2001 - Present
Dunham & Associates 1998 - 2001
Stolper & Company 1992 - 1998
Education
California Polytechnic State University-San Luis Obispo 1984 — 1988
Communications
San Diego State University-California State University
Cetera ADVISOR NETWORKS LLC 2001 - Present
Dunham & Associates 1998 - 2001
Stolper & Company 1992 - 1998
Education
California Polytechnic State University-San Luis Obispo 1984 — 1988
Communications
San Diego State University-California State University
Glenn McCullough Glenn McCullough's Dunham & Associates Experience 2006 - 2007
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments September 2010 - Present
MassMutual Financial Group December 2007 - January 2009
Allstate Financial December 2007 - December 2008
Dunham & Associates 2006 - 2007
Allstate 2006 - 2007
Allianz 1999 - 2004
Education
Florida International University 1974 — 1978
Hospitality Management
PNC Investments September 2010 - Present
MassMutual Financial Group December 2007 - January 2009
Allstate Financial December 2007 - December 2008
Dunham & Associates 2006 - 2007
Allstate 2006 - 2007
Allianz 1999 - 2004
Education
Florida International University 1974 — 1978
Hospitality Management
Nicole Grodesky Nicole Grodesky's Dunham & Associates Experience September 2010 - 2012
Job Ecommerce Analyst at Incipio Technologies
Industry Marketing and Advertising
Experience
Incipio Technologies October 2014 - Present
NG Photography January 2003 - Present
Self August 2013 - October 2014
Thunder SEO September 2013 - May 2014
DYLA Magazine June 2009 - February 2014
Aviatech April 2012 - September 2013
Dunham & Associates September 2010 - 2012
Westbound Communications April 2009 - June 2009
Surfline October 2006 - April 2009
Sole Technology Incorporated January 2009 - March 2009
Skills
SEO, Online Marketing, Social Media Marketing, Email Marketing, Social Media, Blogging, Public Relations, Marketing, Content Strategy, Advertising, Digital Marketing, Copy Editing, Photography, Web Content Management, Google Analytics, Magazines, Corporate Branding, WordPress, Journalism, Newsletters, Writing, Marketing Communications, Content Creation, Editing, CMS, Content Development, Online Publishing, Integrated Marketing, Adobe Creative Suite, Corporate Communications, Market Research, Graphic Design, Google Adwords, ExactTarget, Drupal, Ektron, Linkbuilding, Writing for SEO, LinkedIn Advertising, Press Releases, Web Marketing, Web Analytics, Paid Search Strategy, Retargeting, Display Advertising, Paid Search Campaigns, PPC, Data Analysis, Data Visualization, Link Building
Education
California State University-Fullerton 2007 — 2009
Communications, Public Relations/Image Management
ExactTarget 2013 — 2013
Exact Target Solutions Consultant Certification, Email Marketing
California State University, FullertonSchool of Communication 2006 — 2009
B.A, Public Relations
Saddleback College 2003 — 2005
Associate in Arts, Journalism
Incipio Technologies October 2014 - Present
NG Photography January 2003 - Present
Self August 2013 - October 2014
Thunder SEO September 2013 - May 2014
DYLA Magazine June 2009 - February 2014
Aviatech April 2012 - September 2013
Dunham & Associates September 2010 - 2012
Westbound Communications April 2009 - June 2009
Surfline October 2006 - April 2009
Sole Technology Incorporated January 2009 - March 2009
Skills
SEO, Online Marketing, Social Media Marketing, Email Marketing, Social Media, Blogging, Public Relations, Marketing, Content Strategy, Advertising, Digital Marketing, Copy Editing, Photography, Web Content Management, Google Analytics, Magazines, Corporate Branding, WordPress, Journalism, Newsletters, Writing, Marketing Communications, Content Creation, Editing, CMS, Content Development, Online Publishing, Integrated Marketing, Adobe Creative Suite, Corporate Communications, Market Research, Graphic Design, Google Adwords, ExactTarget, Drupal, Ektron, Linkbuilding, Writing for SEO, LinkedIn Advertising, Press Releases, Web Marketing, Web Analytics, Paid Search Strategy, Retargeting, Display Advertising, Paid Search Campaigns, PPC, Data Analysis, Data Visualization, Link Building
Education
California State University-Fullerton 2007 — 2009
Communications, Public Relations/Image Management
ExactTarget 2013 — 2013
Exact Target Solutions Consultant Certification, Email Marketing
California State University, FullertonSchool of Communication 2006 — 2009
B.A, Public Relations
Saddleback College 2003 — 2005
Associate in Arts, Journalism
William Yamazumi William Yamazumi's Dunham & Associates Experience February 2015 - Present
Job Marketing Coordinator, Dunham & Associates
Industry Financial Services
Experience
Dunham & Associates February 2015 - Present
Allianz Global Investors Capital January 2010 - April 2012
Nicholas-Applegate June 1995 - January 2010
Nicholas-Applegate June 1992 - June 1995
Skills
Microsoft Office, Digital Marketing, PowerPoint, Microsoft Excel, Marketing Strategy, Visio, Business Development, Series 63, Insurance, Financial Services, Access, Analytics, Securities, Finance, Retail, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe Flash, Wealth Management, Alternative Investments, Photoshop, InDesign, Social Media Marketing, Management, Time Management, Adobe Acrobat, Risk Management, Business Analysis, Equity Research, Emerging Markets, Sales, ETFs, Leadership, Analysis, Training, Graphic Design
Education
San Diego State University-California State University 1983 — 1987
Dunham & Associates February 2015 - Present
Allianz Global Investors Capital January 2010 - April 2012
Nicholas-Applegate June 1995 - January 2010
Nicholas-Applegate June 1992 - June 1995
Skills
Microsoft Office, Digital Marketing, PowerPoint, Microsoft Excel, Marketing Strategy, Visio, Business Development, Series 63, Insurance, Financial Services, Access, Analytics, Securities, Finance, Retail, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe Flash, Wealth Management, Alternative Investments, Photoshop, InDesign, Social Media Marketing, Management, Time Management, Adobe Acrobat, Risk Management, Business Analysis, Equity Research, Emerging Markets, Sales, ETFs, Leadership, Analysis, Training, Graphic Design
Education
San Diego State University-California State University 1983 — 1987
Andrew Carcich Andrew Carcich's Dunham & Associates Experience June 2013 - August 2013
Job Financial Analyst Specialist II at California Bank & Trust
Industry Banking
Experience
California Bank & Trust December 2014 - Present
OMS SafeHarbor June 2013 - December 2014
Wells Fargo Advisors February 2014 - September 2014
Aztechs November 2012 - June 2014
5-hour ENERGY October 2012 - June 2014
Lavin Entrepreneur Program August 2012 - June 2014
SDSU Business Honors Program July 2012 - June 2014
Dunham & Associates June 2013 - August 2013
Dunham and Associates May 2013 - August 2013
Sigma Chi Fraternity April 2012 - May 2013
Skills
Financial Analysis, Financial Accounting, Managerial Finance, Entrepreneurship, Marketing, Technology, Powershell, PowerPoint, Microsoft Excel, HTML, Market Research, Microsoft Word, Event Management, Event Planning, Nonprofits, Social Networking, Advertising, Budgets, Time Management, Leadership, Management, Project Planning, Finance, Research, Social Media
Education
San Diego State University-California State University 2010 — 2014
BS, Business Finance
Crescenta Valley High School 2007 — 2010
California Bank & Trust December 2014 - Present
OMS SafeHarbor June 2013 - December 2014
Wells Fargo Advisors February 2014 - September 2014
Aztechs November 2012 - June 2014
5-hour ENERGY October 2012 - June 2014
Lavin Entrepreneur Program August 2012 - June 2014
SDSU Business Honors Program July 2012 - June 2014
Dunham & Associates June 2013 - August 2013
Dunham and Associates May 2013 - August 2013
Sigma Chi Fraternity April 2012 - May 2013
Skills
Financial Analysis, Financial Accounting, Managerial Finance, Entrepreneurship, Marketing, Technology, Powershell, PowerPoint, Microsoft Excel, HTML, Market Research, Microsoft Word, Event Management, Event Planning, Nonprofits, Social Networking, Advertising, Budgets, Time Management, Leadership, Management, Project Planning, Finance, Research, Social Media
Education
San Diego State University-California State University 2010 — 2014
BS, Business Finance
Crescenta Valley High School 2007 — 2010
Lindsey Grainger's Dunham & Associates Experience February 2010 - April 2011
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Dunham & Associates February 2010 - April 2011
Dunham & Associates February 2010 - July 2010
Dunham & Associates April 2008 - February 2010
Southeast Territory April 2008 - February 2010
US Bank November 2007 - April 2008
US Bank October 2007 - April 2008
Blane Realty October 2005 - May 2007
Education
San Diego State University-California State University 2003 — 2007
Financial Services, Finance
College of Business Administration
Bachelor of Science, Financial Services; Political Science
San Diego State University, California
Fidelity Investments July 2010 - Present
Dunham & Associates February 2010 - April 2011
Dunham & Associates February 2010 - July 2010
Dunham & Associates April 2008 - February 2010
Southeast Territory April 2008 - February 2010
US Bank November 2007 - April 2008
US Bank October 2007 - April 2008
Blane Realty October 2005 - May 2007
Education
San Diego State University-California State University 2003 — 2007
Financial Services, Finance
College of Business Administration
Bachelor of Science, Financial Services; Political Science
San Diego State University, California
Charly Weissenbach's Dunham & Associates Experience January 2007 - February 2008
Job Deputy District Attorney at Alameda County District Attorney's Office
Industry Law Practice
Experience
Alameda County District Attorney's Office November 2013 - Present
Alameda County District Attorney's Office September 2013 - November 2013
Alameda County District Attorney's Office May 2012 - August 2012
United States District Court for the Northern District of California January 2012 - May 2012
East Bay Community Law Center August 2011 - December 2011
United States Attorney's Office, Southern District of California May 2011 - August 2011
U.S. Bank, Formerly Downey Savings and Loan July 2007 - June 2010
Dunham & Associates January 2007 - February 2008
Skills
Criminal Law, Legal Research, Courts, Legal Services, Writing, Research, Microsoft Office, Customer Service, Litigation, Word, Public Speaking, Editing, Excel, PowerPoint, Negotiation, Non-profits, Problem Solving, Mentoring, Legal Writing, Westlaw
Education
University of California, Berkeley - School of Law 2010 — 2013
J.D.
San Diego State University-California State University 2006 — 2010
BA, Political Science, Sociology
University of Oxford 2009 — 2009
International Politics
Lancaster High School
Alameda County District Attorney's Office November 2013 - Present
Alameda County District Attorney's Office September 2013 - November 2013
Alameda County District Attorney's Office May 2012 - August 2012
United States District Court for the Northern District of California January 2012 - May 2012
East Bay Community Law Center August 2011 - December 2011
United States Attorney's Office, Southern District of California May 2011 - August 2011
U.S. Bank, Formerly Downey Savings and Loan July 2007 - June 2010
Dunham & Associates January 2007 - February 2008
Skills
Criminal Law, Legal Research, Courts, Legal Services, Writing, Research, Microsoft Office, Customer Service, Litigation, Word, Public Speaking, Editing, Excel, PowerPoint, Negotiation, Non-profits, Problem Solving, Mentoring, Legal Writing, Westlaw
Education
University of California, Berkeley - School of Law 2010 — 2013
J.D.
San Diego State University-California State University 2006 — 2010
BA, Political Science, Sociology
University of Oxford 2009 — 2009
International Politics
Lancaster High School
Adam Berenato's Dunham & Associates Experience October 2009 - June 2010
Job Manager at Michael Kors
Industry Retail
Experience
Michael Kors September 2015 - Present
Lenscrafters November 2013 - September 2015
True Religion Brand Jeans August 2011 - November 2013
Fuel Your Life April 2010 - June 2013
PRA Destination Management January 2011 - March 2012
Dunham & Associates October 2009 - June 2010
PENN Capital Management September 2003 - October 2009
Total September 2002 - September 2003
Skills
Fitness Training, Selling, Retail Banking, Retail Sales, Retail Marketing, Customer Service, Customer Retention, Client Development, Retail Category..., Clienteling, Clientele Development, Management, Marketing, New Business Development, Operations Management, Merchandising, Fashion, Inventory Management, Sales, Loss Prevention, Retail
Education
Drexel University 2001 — 2006
Bachelor’s Degree, Business Administration and Management, Finance Concentration
Eastern High School 1998 — 2001
High School
Michael Kors September 2015 - Present
Lenscrafters November 2013 - September 2015
True Religion Brand Jeans August 2011 - November 2013
Fuel Your Life April 2010 - June 2013
PRA Destination Management January 2011 - March 2012
Dunham & Associates October 2009 - June 2010
PENN Capital Management September 2003 - October 2009
Total September 2002 - September 2003
Skills
Fitness Training, Selling, Retail Banking, Retail Sales, Retail Marketing, Customer Service, Customer Retention, Client Development, Retail Category..., Clienteling, Clientele Development, Management, Marketing, New Business Development, Operations Management, Merchandising, Fashion, Inventory Management, Sales, Loss Prevention, Retail
Education
Drexel University 2001 — 2006
Bachelor’s Degree, Business Administration and Management, Finance Concentration
Eastern High School 1998 — 2001
High School
Michael Schroeder's Dunham & Associates Experience October 2009 - June 2012
Job Emerging Markets Fixed Income Trader at DoubleLine Capital
Industry Investment Management
Experience
DoubleLine Capital June 2012 - Present
Dunham & Associates October 2009 - June 2012
UBS Investment Bank June 2008 - August 2008
Griffin Securities, Inc. June 2004 - August 2007
U.S. Court of Appeals for the Federal Circuit June 2003 - August 2003
Skills
Fixed Income, Alternative Investments, Investments, Bloomberg
Education
University of Southern California 2005 — 2009
BA
Brunswick School
DoubleLine Capital June 2012 - Present
Dunham & Associates October 2009 - June 2012
UBS Investment Bank June 2008 - August 2008
Griffin Securities, Inc. June 2004 - August 2007
U.S. Court of Appeals for the Federal Circuit June 2003 - August 2003
Skills
Fixed Income, Alternative Investments, Investments, Bloomberg
Education
University of Southern California 2005 — 2009
BA
Brunswick School
Derek Tam's Dunham & Associates Experience June 2005 - Present
Job
Industry Financial Services
Experience
Dunham & Associates June 2005 - Present
Prudential California Reality August 2004 - June 2005
Skills
C#, .NET, Microsoft SQL Server, Mutual Funds, Management, Project Management, Web Applications, Web Services, Financial Analysis, Business Intelligence, Software Development, SDLC, Portfolio Management, Agile Methodologies
Education
University of California, San Diego 1999 — 2004
Dunham & Associates June 2005 - Present
Prudential California Reality August 2004 - June 2005
Skills
C#, .NET, Microsoft SQL Server, Mutual Funds, Management, Project Management, Web Applications, Web Services, Financial Analysis, Business Intelligence, Software Development, SDLC, Portfolio Management, Agile Methodologies
Education
University of California, San Diego 1999 — 2004
Peter Nesbitt's Dunham & Associates Experience September 2012 - Present
Job National Accounts Manager at Dunham & Associates
Industry Financial Services
Experience
Dunham & Associates September 2012 - Present
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Uniform Combined State..., Wealth Management, Fixed Annuities, Strategic Financial..., Asset Managment, Alternative Investments, Series 6, Financial Services, Portfolio Management, Asset Management, Financial Advisory, Management
Education
Messiah College 1997 — 2002
BS, Business Administration
Wiscasset High School 1993 — 1997
HS Diploma
Dunham & Associates September 2012 - Present
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Uniform Combined State..., Wealth Management, Fixed Annuities, Strategic Financial..., Asset Managment, Alternative Investments, Series 6, Financial Services, Portfolio Management, Asset Management, Financial Advisory, Management
Education
Messiah College 1997 — 2002
BS, Business Administration
Wiscasset High School 1993 — 1997
HS Diploma
Robb Weiland's Dunham & Associates Experience July 2009 - Present
Job at
Industry Financial Services
Experience
Dunham & Associates July 2009 - Present
ING Funds November 2003 - October 2008
AIG SunAmerica Securities May 1999 - February 2003
The MONY Group August 1998 - April 1999
AIG SunAmerica Securities January 1998 - August 1998
Skills
Closed-end Funds, Financial Markets, Portfolio Management, Investment Management, ETFs, Asset Managment, Investment Advisory, Alternative Investments
Education
Northern Arizona University, College of Business Administration 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Dunham & Associates July 2009 - Present
ING Funds November 2003 - October 2008
AIG SunAmerica Securities May 1999 - February 2003
The MONY Group August 1998 - April 1999
AIG SunAmerica Securities January 1998 - August 1998
Skills
Closed-end Funds, Financial Markets, Portfolio Management, Investment Management, ETFs, Asset Managment, Investment Advisory, Alternative Investments
Education
Northern Arizona University, College of Business Administration 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Ashley Marino Pedersen, AIF®'s Dunham & Associates Experience February 2007 - January 2008
Job Sr. Product Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial October 2010 - April 2015
Westin Hotels & Resorts February 2010 - October 2010
Westin Hotels & Resorts December 2008 - February 2010
First Allied Securities, Inc. January 2008 - October 2008
Dunham & Associates February 2007 - January 2008
ING Funds August 2005 - February 2007
Morgan Stanley 2005 - 2005
UBS Wealth Management January 2000 - March 2004
Skills
Series 7, Financial Services, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Securities, 401k, FINRA, Retirement
Education
University of California, Irvine 1997 — 2001
BA
LPL Financial April 2015 - Present
LPL Financial October 2010 - April 2015
Westin Hotels & Resorts February 2010 - October 2010
Westin Hotels & Resorts December 2008 - February 2010
First Allied Securities, Inc. January 2008 - October 2008
Dunham & Associates February 2007 - January 2008
ING Funds August 2005 - February 2007
Morgan Stanley 2005 - 2005
UBS Wealth Management January 2000 - March 2004
Skills
Series 7, Financial Services, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Securities, 401k, FINRA, Retirement
Education
University of California, Irvine 1997 — 2001
BA
Gibson Magill's Dunham & Associates Experience 2008 - 2013
Job Registered Rep/IAR
Industry Investment Banking
Experience
Wealth Managemant Firm - San Diego Area April 2008 - Present
Dunham & Associates 2008 - 2013
Countrywide Specialty Lending Group 2004 - 2007
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Asset Management, Uniform Combined State..., Investment Strategies, ETFs, Retirement Planning
Education
Buena Vista University 1995 — 1999
Wealth Managemant Firm - San Diego Area April 2008 - Present
Dunham & Associates 2008 - 2013
Countrywide Specialty Lending Group 2004 - 2007
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Asset Management, Uniform Combined State..., Investment Strategies, ETFs, Retirement Planning
Education
Buena Vista University 1995 — 1999
Carrie Ciccarelli's Dunham & Associates Experience 2005 - 2006
Job Marketing Professional
Industry Marketing and Advertising
Experience
Celerity Solutions Group June 2009 - January 2012
eScription/Nuance September 2006 - October 2009
Dunham & Associates 2005 - 2006
Stone & Webster 2002 - 2003
Bridgeport Bluefish 2001 - 2002
Skills
Demand Generation, Marketing, Marketing Communications, Email Marketing, Product Marketing, Market Research
Education
San Diego State University-California State University 2004 — 2006
MBA, Marketing
Fairfield University 1997 — 2001
BA, English, Business Communication
Celerity Solutions Group June 2009 - January 2012
eScription/Nuance September 2006 - October 2009
Dunham & Associates 2005 - 2006
Stone & Webster 2002 - 2003
Bridgeport Bluefish 2001 - 2002
Skills
Demand Generation, Marketing, Marketing Communications, Email Marketing, Product Marketing, Market Research
Education
San Diego State University-California State University 2004 — 2006
MBA, Marketing
Fairfield University 1997 — 2001
BA, English, Business Communication
Bud Scully's Dunham & Associates Experience May 2011 - Present
Job Senior wholesaler with a well diversified background.
Industry Financial Services
Experience
Dunham & Associates May 2011 - Present
ING RETIREMENT SERVICES January 2007 - June 2010
OPPENHEIMER FUNDS, INC December 2004 - May 2007
FRANKLIN-TEMPLETON INVESTMENTS February 1996 - May 2004
Skills
Mutual Funds, Investments, Retirement Planning, Retirement, Leadership, Selling, Financial Advisory, 401k, Management, Sales, Financial Services, Marketing, Marketing Communications, Banking, Sales Operations
Education
Duquesne University 1968 — 1970
Dunham & Associates May 2011 - Present
ING RETIREMENT SERVICES January 2007 - June 2010
OPPENHEIMER FUNDS, INC December 2004 - May 2007
FRANKLIN-TEMPLETON INVESTMENTS February 1996 - May 2004
Skills
Mutual Funds, Investments, Retirement Planning, Retirement, Leadership, Selling, Financial Advisory, 401k, Management, Sales, Financial Services, Marketing, Marketing Communications, Banking, Sales Operations
Education
Duquesne University 1968 — 1970
Hilarey Findeisen's Dunham & Associates Experience August 1994 - Present
Job Director of Operations at Dunham & Associates
Industry Financial Services
Experience
Dunham & Associates August 1994 - Present
Dunham & Associates Investment Counsel, Inc. 1994 - Present
Education
University of California, San Diego 1988 — 1994
Economics, Economics, Minor Computer Science
Dunham & Associates August 1994 - Present
Dunham & Associates Investment Counsel, Inc. 1994 - Present
Education
University of California, San Diego 1988 — 1994
Economics, Economics, Minor Computer Science
Anthony Dirito's Dunham & Associates Experience 2006 - 2008
Job Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark November 2007 - Present
Dunham & Associates 2006 - 2008
Skills
Qualifying Prospects, Sales, Management, Wealth Management, Series 7, Series 63, Salesforce.com, Mutual Funds, Account Management, Customer Retention, Investments, Series 6, Investment Advisory
Education
Cambridge College 1996 — 1998
MED, Education
University of Massachusetts Dartmouth 1993 — 1995
BA, Sociology
AssetMark November 2007 - Present
Dunham & Associates 2006 - 2008
Skills
Qualifying Prospects, Sales, Management, Wealth Management, Series 7, Series 63, Salesforce.com, Mutual Funds, Account Management, Customer Retention, Investments, Series 6, Investment Advisory
Education
Cambridge College 1996 — 1998
MED, Education
University of Massachusetts Dartmouth 1993 — 1995
BA, Sociology
Chris Wellman's Dunham & Associates Experience 2005 - 2009
Job Assistant Portfolio Manager at VLP Financial Advisors
Industry Financial Services
Experience
VLP Financial Advisors November 2009 - Present
Dunham & Associates 2005 - 2009
LPL May 2003 - October 2006
Skills
Asset Allocation, Portfolio Management
Education
University of Maryland University College 2009 — 2011
Master's Degree, Finance
Minnesota State University, Mankato 1996 — 1999
BS, International Business / Spanish
VLP Financial Advisors November 2009 - Present
Dunham & Associates 2005 - 2009
LPL May 2003 - October 2006
Skills
Asset Allocation, Portfolio Management
Education
University of Maryland University College 2009 — 2011
Master's Degree, Finance
Minnesota State University, Mankato 1996 — 1999
BS, International Business / Spanish
Loren Matheson's Dunham & Associates Experience plumbing engineeringGausman & Moore Associates, IncOctober 1997 - August 2007
Job mechanical plumbing engineering at Dunham & Associates
Industry Mechanical or Industrial Engineering
Experience
Dunham & Associates plumbing engineeringGausman & Moore Associates, IncOctober 1997 - August 2007
Gausman & Moore Associates, Inc 1997 - 2007
Skills
MEP, Revit, AutoCAD, Microstation, BIM, Mechanical Engineering, LEED AP, LEED, HVAC, Submittals, Plumbing, Sustainable Design, CAD, Energy Efficiency, Construction Drawings
Education
Minneapolis Community and Technical College 1969 — 1971
A&P Lic., aviation mechanic
Dunham & Associates plumbing engineeringGausman & Moore Associates, IncOctober 1997 - August 2007
Gausman & Moore Associates, Inc 1997 - 2007
Skills
MEP, Revit, AutoCAD, Microstation, BIM, Mechanical Engineering, LEED AP, LEED, HVAC, Submittals, Plumbing, Sustainable Design, CAD, Energy Efficiency, Construction Drawings
Education
Minneapolis Community and Technical College 1969 — 1971
A&P Lic., aviation mechanic
Jason Driver's Dunham & Associates Experience January 2007 - Present
Job Helping advisors grow and manage their practice/ Coaching RIAs, Advisors, and Teams on "Best Practices"
Industry Financial Services
Experience
Dunham & Associates January 2007 - Present
Skills
Series 7, Asset Allocation, Series 65, ETFs, Alternative Investments, Series 63, Investment Advisory, Investment Strategies, Uniform Combined State..., Series 24, Investment Management, Wealth Management
Education
University of Delaware 1985 — 1989
Bachelor of Science (B.S.), Econimics
Dunham & Associates January 2007 - Present
Skills
Series 7, Asset Allocation, Series 65, ETFs, Alternative Investments, Series 63, Investment Advisory, Investment Strategies, Uniform Combined State..., Series 24, Investment Management, Wealth Management
Education
University of Delaware 1985 — 1989
Bachelor of Science (B.S.), Econimics
Ryan E Larson, CFA, CAIA's Dunham & Associates Experience 2004 - 2005
Job Investment
Industry Investment Management
Experience
Research Affiliates 2010 - Present
University of Oregon Endowment 2009 - 2010
CTC Consulting, LLC 2005 - 2009
Dunham & Associates 2004 - 2005
Citigroup / Francis Investment Counsel 1998 - 2004
Education
Lake Forest College 1994 — 1998
B.A., Business-Finance, Political Science (minor)
Research Affiliates 2010 - Present
University of Oregon Endowment 2009 - 2010
CTC Consulting, LLC 2005 - 2009
Dunham & Associates 2004 - 2005
Citigroup / Francis Investment Counsel 1998 - 2004
Education
Lake Forest College 1994 — 1998
B.A., Business-Finance, Political Science (minor)
Lakshmi Tulasi Jonnadula's Dunham & Associates Experience 2006 - 2007
Job Programmer/Analyst
Industry Information Services
Experience
Robbins Research International February 2008 - Present
Medikeeper Inc August 2007 - February 2008
Dunham & Associates 2006 - 2007
AMN Healthcare 2005 - 2006
Wipro Technologies 2000 - 2003
Education
Acharya Nagarjuna University 1996 — 2000
B.E, Computer Science and Engineering
Robbins Research International February 2008 - Present
Medikeeper Inc August 2007 - February 2008
Dunham & Associates 2006 - 2007
AMN Healthcare 2005 - 2006
Wipro Technologies 2000 - 2003
Education
Acharya Nagarjuna University 1996 — 2000
B.E, Computer Science and Engineering
Tom Smith, CFA's Dunham & Associates Experience 2008 - 2010
Job Senior Vice President Senior Portfolio Manager at PFS Group
Industry Financial Services
Experience
PFS Group 2010 - August 2015
Dunham & Associates 2008 - 2010
Nicholas Applegate Capital Management 1995 - 2006
Nicholas Applegate 1995 - 2006
Nicholas Applegate 1995 - 2006
Skills
Equities, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Investment Strategies, Fixed Income, Investments, Investment Management
Education
San Diego State University-California State University 1983 — 1987
BS, Business Adminstration - Accounting
PFS Group 2010 - August 2015
Dunham & Associates 2008 - 2010
Nicholas Applegate Capital Management 1995 - 2006
Nicholas Applegate 1995 - 2006
Nicholas Applegate 1995 - 2006
Skills
Equities, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Investment Strategies, Fixed Income, Investments, Investment Management
Education
San Diego State University-California State University 1983 — 1987
BS, Business Adminstration - Accounting
Ben Piccioni's Dunham & Associates Experience March 2013 - July 2014
Job at Northwest Community Credit Union (NWCU)
Industry Financial Services
Experience
Northwest Community Credit Union July 2014 - Present
Dunham & Associates March 2013 - July 2014
Entravision Communications April 2011 - March 2013
PND Engineers, Inc. January 2006 - April 2010
University of Oregon December 2004 - December 2005
Eugene Print April 2001 - January 2003
Lane Community College 2000 - 2001
Alaska Railroad June 1997 - November 1999
Skills
Photoshop, Windows, Troubleshooting, Windows Server 2003, Windows XP Professional, Windows 7, Exchange Connectivity, Active Directory, Computer Hardware, Windows Network..., Adobe Acrobat, Premiere, IIS, SQL Server 2000-2008, Microsoft Office, ESRI, Global Mapper, Autodesk, Network Hardware, System Administration, Network Administration, RedHat, Windows Server 2008, VMware, Citrix, Mac OS X, Hyper-V, Primavera P6, Acronis, Symantec Endpoint..., McAfee ePO, Norton Ghost, AVG, XP, Microsoft SQL Server, Windows Server, Databases, Microsoft Exchange, Software Installation, Networking, Servers, Disaster Recovery, System Deployment, Leadership, Linux, Information Technology, Infrastructure, Management, SQL, Cloud Computing
Education
University of Oregon 2004 — 2005
BS Geography GIS, Geography - Geographic Information Science
Lane Community College 2000 — 2003
Associate of Applied Science, Computer Network Operations
University of Alaska Anchorage 1996 — 1998
General Studies
Northwest Community Credit Union July 2014 - Present
Dunham & Associates March 2013 - July 2014
Entravision Communications April 2011 - March 2013
PND Engineers, Inc. January 2006 - April 2010
University of Oregon December 2004 - December 2005
Eugene Print April 2001 - January 2003
Lane Community College 2000 - 2001
Alaska Railroad June 1997 - November 1999
Skills
Photoshop, Windows, Troubleshooting, Windows Server 2003, Windows XP Professional, Windows 7, Exchange Connectivity, Active Directory, Computer Hardware, Windows Network..., Adobe Acrobat, Premiere, IIS, SQL Server 2000-2008, Microsoft Office, ESRI, Global Mapper, Autodesk, Network Hardware, System Administration, Network Administration, RedHat, Windows Server 2008, VMware, Citrix, Mac OS X, Hyper-V, Primavera P6, Acronis, Symantec Endpoint..., McAfee ePO, Norton Ghost, AVG, XP, Microsoft SQL Server, Windows Server, Databases, Microsoft Exchange, Software Installation, Networking, Servers, Disaster Recovery, System Deployment, Leadership, Linux, Information Technology, Infrastructure, Management, SQL, Cloud Computing
Education
University of Oregon 2004 — 2005
BS Geography GIS, Geography - Geographic Information Science
Lane Community College 2000 — 2003
Associate of Applied Science, Computer Network Operations
University of Alaska Anchorage 1996 — 1998
General Studies
Cheryl McCarthy's Dunham & Associates Experience February 2008 - July 2008
Job Managing Director at Third Avenue Management
Industry Investment Management
Experience
Third Avenue Management December 2012 - Present
Commonfund September 2010 - November 2012
Commonfund July 2008 - August 2010
Dunham & Associates February 2008 - July 2008
Managers Investment Group December 2001 - June 2007
Managers Investment Group March 2000 - December 2001
Education
The University of Connecticut School of Business 1996 — 1999
MBA, Finance
Third Avenue Management December 2012 - Present
Commonfund September 2010 - November 2012
Commonfund July 2008 - August 2010
Dunham & Associates February 2008 - July 2008
Managers Investment Group December 2001 - June 2007
Managers Investment Group March 2000 - December 2001
Education
The University of Connecticut School of Business 1996 — 1999
MBA, Finance
Mark Caramat's Dunham & Associates Experience August 2012 - December 2014
Job Senior Marketing Specialist
Industry Marketing and Advertising
Experience
California Coast Credit Union January 2015 - Present
Dunham & Associates August 2012 - December 2014
California Coast Credit Union October 2009 - August 2012
Financial 21 Community Credit Union January 2005 - September 2009
First Future Credit Union January 2001 - June 2004
Skills
Graphic Design, Social Media Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Corporate Branding, Web Design, Sales Targets, Social Media, Adobe Creative Suite, Sales, Photography, Copywriting, SEO, Integrated Marketing, Event Management, Brand Development, Marketing, Advertising, Business Development, Direct Mail, Email Marketing, Market Research, Marketing Research, Social Networking, Web Analytics, Market Planning, Public Relations, Strategy
Education
San Diego State University-California State University 1995 — 2000
B.S., Business Administration with emphasis in Marketing
California Coast Credit Union January 2015 - Present
Dunham & Associates August 2012 - December 2014
California Coast Credit Union October 2009 - August 2012
Financial 21 Community Credit Union January 2005 - September 2009
First Future Credit Union January 2001 - June 2004
Skills
Graphic Design, Social Media Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Corporate Branding, Web Design, Sales Targets, Social Media, Adobe Creative Suite, Sales, Photography, Copywriting, SEO, Integrated Marketing, Event Management, Brand Development, Marketing, Advertising, Business Development, Direct Mail, Email Marketing, Market Research, Marketing Research, Social Networking, Web Analytics, Market Planning, Public Relations, Strategy
Education
San Diego State University-California State University 1995 — 2000
B.S., Business Administration with emphasis in Marketing
Joseph Turnbaugh's Dunham & Associates Experience July 1999 - October 2000
Job Property Manager at Core Property Capital
Industry Real Estate
Experience
Core Property Capital November 2012 - Present
Cousins Properties Incorporated February 2008 - November 2012
General Growth Properties, Inc. December 2004 - February 2008
McDonald Law Corporation July 2003 - July 2004
Sprint Nextel October 2000 - February 2003
Dunham & Associates July 1999 - October 2000
Skills
Analysis, Customer Service, Microsoft Excel, Microsoft Office, Budgets, Teamwork, JD Edwards, Microsoft Word, Microsoft Outlook, Microsoft Access, Microsoft Publisher, Project Management, Lease Administration
Education
University of San Diego 1996 — 1996
Certificate, Paralegal Studies, ABA Approved
University of San Diego 1992 — 1996
Bachelor of Arts (B.A.), Psychology, 3.65
Core Property Capital November 2012 - Present
Cousins Properties Incorporated February 2008 - November 2012
General Growth Properties, Inc. December 2004 - February 2008
McDonald Law Corporation July 2003 - July 2004
Sprint Nextel October 2000 - February 2003
Dunham & Associates July 1999 - October 2000
Skills
Analysis, Customer Service, Microsoft Excel, Microsoft Office, Budgets, Teamwork, JD Edwards, Microsoft Word, Microsoft Outlook, Microsoft Access, Microsoft Publisher, Project Management, Lease Administration
Education
University of San Diego 1996 — 1996
Certificate, Paralegal Studies, ABA Approved
University of San Diego 1992 — 1996
Bachelor of Arts (B.A.), Psychology, 3.65
Amy Gallego's Dunham & Associates Experience July 2015 - Present
Job Private Client Analyst at Dunham & Associates
Industry Investment Management
Experience
Dunham & Associates July 2015 - Present
24 Hour Fitness 2003 - Present
Independent Financial Group LLC October 2012 - July 2015
Rinkey Investments September 2011 - September 2012
AMG Demolition 2009 - 2011
Silverline Construction 2003 - 2008
Nicholas - Applegate October 2000 - June 2003
Nicholas - Applegate September 1999 - October 2000
Scudder Investments 1996 - 1998
Skills
Financial Services, Mutual Funds, Series 7, Retirement Planning, Management, Strategic Planning, Public Speaking, Securities, Microsoft Excel, Microsoft Office, Equities, Leadership, Event Planning, Customer Service, Project Management, Training, Team Building
Education
San Diego State University-California State University
BA, Public Administration
Dunham & Associates July 2015 - Present
24 Hour Fitness 2003 - Present
Independent Financial Group LLC October 2012 - July 2015
Rinkey Investments September 2011 - September 2012
AMG Demolition 2009 - 2011
Silverline Construction 2003 - 2008
Nicholas - Applegate October 2000 - June 2003
Nicholas - Applegate September 1999 - October 2000
Scudder Investments 1996 - 1998
Skills
Financial Services, Mutual Funds, Series 7, Retirement Planning, Management, Strategic Planning, Public Speaking, Securities, Microsoft Excel, Microsoft Office, Equities, Leadership, Event Planning, Customer Service, Project Management, Training, Team Building
Education
San Diego State University-California State University
BA, Public Administration
Robert Pancrazi's Dunham & Associates Experience January 2014 - Present
Job Regional Director at Dunham & Associates
Industry Financial Services
Experience
Dunham & Associates January 2014 - Present
ING Investment Management March 2008 - January 2013
Four Wood Capital Partners 2013 - 2013
Four Wood Capital Partners 2013 - 2013
New York Life Insurance Company, Mainstay Investments January 2007 - March 2008
BlackRock July 1999 - January 2007
Skills
Financial Markets, Series 7, Series 63, Series 65, Mutual Funds, Business Development, Asset Managment, Investments, Separately Managed..., Financial Advisory, Alternative Investments
Education
SUNY Oneonta 1987 — 1989
Bachelor of Arts (B.A.), History
Dunham & Associates January 2014 - Present
ING Investment Management March 2008 - January 2013
Four Wood Capital Partners 2013 - 2013
Four Wood Capital Partners 2013 - 2013
New York Life Insurance Company, Mainstay Investments January 2007 - March 2008
BlackRock July 1999 - January 2007
Skills
Financial Markets, Series 7, Series 63, Series 65, Mutual Funds, Business Development, Asset Managment, Investments, Separately Managed..., Financial Advisory, Alternative Investments
Education
SUNY Oneonta 1987 — 1989
Bachelor of Arts (B.A.), History
Cameron Shimizu's Dunham & Associates Experience June 2013 - August 2013
Job Improving the relationship between businesses and their customers.
Industry Computer Software
Experience
Zendesk June 2015 - Present
Zendesk January 2015 - May 2015
Zendesk August 2014 - December 2014
Huddle October 2013 - August 2014
Dunham & Associates June 2013 - August 2013
Dunham & Associates June 2012 - September 2012
TargetSolutions June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Java, Social Media, Public Speaking, HTML, Accounting, English, Windows, Photoshop, Access, Financial Modeling, Data Analysis, CRM
Education
Cal Poly San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Finance
TPHS 2005 — 2009
Zendesk June 2015 - Present
Zendesk January 2015 - May 2015
Zendesk August 2014 - December 2014
Huddle October 2013 - August 2014
Dunham & Associates June 2013 - August 2013
Dunham & Associates June 2012 - September 2012
TargetSolutions June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Java, Social Media, Public Speaking, HTML, Accounting, English, Windows, Photoshop, Access, Financial Modeling, Data Analysis, CRM
Education
Cal Poly San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Finance
TPHS 2005 — 2009
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY