EQIS Company
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EQIS Employees
Employee
Years
Job
Industry
Brittney Zapor Brittney Zapor's EQIS Experience May 2014 - Present
Job at EQIS Capital
Industry Financial Services
Experience
EQIS May 2014 - Present
Gap Inc. August 2011 - May 2014
Gap Inc. October 2013 - February 2014
Buffalo Exchange June 2008 - July 2011
Redwood Heights School September 2010 - May 2011
Pacific Sunwear January 2006 - August 2007
Skills
Visual Merchandising, Retail, Apparel, Fashion, Store Management, Inventory Management, Customer Service, Photoshop, Trend Analysis, Adobe Creative Suite, Inventory Control, Retail Sales, Styling, Microsoft Office, Trend, Mac, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Time Management, Art, Teaching, Drawing, Sales, Social Media, Social Networking, Research, Teamwork
Education
California College of the Arts 2007 — 2012
Bachelor of Fine Arts (BFA), Painting and Drawing
EQIS May 2014 - Present
Gap Inc. August 2011 - May 2014
Gap Inc. October 2013 - February 2014
Buffalo Exchange June 2008 - July 2011
Redwood Heights School September 2010 - May 2011
Pacific Sunwear January 2006 - August 2007
Skills
Visual Merchandising, Retail, Apparel, Fashion, Store Management, Inventory Management, Customer Service, Photoshop, Trend Analysis, Adobe Creative Suite, Inventory Control, Retail Sales, Styling, Microsoft Office, Trend, Mac, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Time Management, Art, Teaching, Drawing, Sales, Social Media, Social Networking, Research, Teamwork
Education
California College of the Arts 2007 — 2012
Bachelor of Fine Arts (BFA), Painting and Drawing
Keith Jayne Keith Jayne's EQIS Experience July 2014 - January 2015
Job Internal Business Consultant at EQIS Reinventing Wealth Management
Industry Financial Services
Experience
EQIS - Reinventing Wealth Management January 2015 - Present
EQIS July 2014 - January 2015
Jive Software January 2014 - June 2014
Portland State University September 2012 - September 2013
Portland State University September 2010 - December 2012
Atherton Lacrosse Company June 2011 - August 2012
Vitality Lacrosse June 2010 - August 2012
Skills
Coaching, Customer Service, Public Speaking, Fundraising, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Budgets, Event Planning, Volunteer Management, Customer Relations, Organizational..., Project Planning, Relationship Management, Sales, Management, Sales Prospecting
Education
Portland State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration - Finance
Portland State University - School of Business
EQIS - Reinventing Wealth Management January 2015 - Present
EQIS July 2014 - January 2015
Jive Software January 2014 - June 2014
Portland State University September 2012 - September 2013
Portland State University September 2010 - December 2012
Atherton Lacrosse Company June 2011 - August 2012
Vitality Lacrosse June 2010 - August 2012
Skills
Coaching, Customer Service, Public Speaking, Fundraising, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Budgets, Event Planning, Volunteer Management, Customer Relations, Organizational..., Project Planning, Relationship Management, Sales, Management, Sales Prospecting
Education
Portland State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration - Finance
Portland State University - School of Business
Kellen Porter Kellen Porter's EQIS Experience August 2014 - Present
Job Business Developer at EQIS
Industry Accounting
Experience
EQIS August 2014 - Present
DBT Bookkeeping 2012 - Present
Knighted Ventures July 2013 - August 2014
Oasis Pool and Spa Construction June 2009 - August 2012
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Peachtree, Financial Analysis, Financial Reporting, Business Analysis, Public Speaking, PowerPoint, Research, Social Media, Teamwork, Team Leadership, Accounting, GAAP
Education
CSU Chico 2008 — 2013
Bachelor of Science (BS), Accounting
San Marin High School 2004 — 2008
EQIS August 2014 - Present
DBT Bookkeeping 2012 - Present
Knighted Ventures July 2013 - August 2014
Oasis Pool and Spa Construction June 2009 - August 2012
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Peachtree, Financial Analysis, Financial Reporting, Business Analysis, Public Speaking, PowerPoint, Research, Social Media, Teamwork, Team Leadership, Accounting, GAAP
Education
CSU Chico 2008 — 2013
Bachelor of Science (BS), Accounting
San Marin High School 2004 — 2008
Don Wilkinson's EQIS Experience 2009 - 2014
Job Owner, DFW & Associates Inc. & Family Office Consulting, LLC.
Industry Financial Services
Experience
DFW & Associates, Inc. & Family Office Consulting January 1978 - Present
EQIS 2009 - 2014
Skills
Retirement, Financial Advisory, Strategy, High Net Worth..., Financial Services, CRM, ETFs, Real Estate, Estate Planning
Education
Florida State University - College of Business 1963 — 1967
BS, Marketing/Business
DFW & Associates, Inc. & Family Office Consulting January 1978 - Present
EQIS 2009 - 2014
Skills
Retirement, Financial Advisory, Strategy, High Net Worth..., Financial Services, CRM, ETFs, Real Estate, Estate Planning
Education
Florida State University - College of Business 1963 — 1967
BS, Marketing/Business
Sander Zaydman Sander Zaydman's EQIS Experience September 2012 - August 2013
Job Director, Marketing at Autopilot HQ
Industry Marketing and Advertising
Experience
Autopilot HQ February 2015 - Present
Zendesk September 2013 - February 2015
EQIS September 2012 - August 2013
salesforce.com November 2011 - April 2012
Caprii Media September 2008 - November 2011
SunPower Corporation July 2008 - August 2008
Dave Kregel Tennis Academy April 2005 - May 2008
Skills
Online Marketing, Social Media Marketing, Sales, Marketing, PowerPoint, Sales Funnels, Salesforce, Web Design, Wed Development, Webinars, SEO, Microsoft Office, Microsoft Excel, Photoshop, Lead Generation, Online Lead Generation, Email Marketing, Google Analytics, Data Analysis, SEM, Web Analytics, Marketing Strategy, Salesforce.com, Advertising, Leadership, Social Networking, HTML, Social Media, Start-ups, Market Research, Marketing Communications, Strategy, Web Marketing, Dreamweaver, Facebook, Graphic Design, Online Advertising, Content Management, Nurturing, Content Strategy, Management, Digital Marketing
Education
University of California, Berkeley 2007 — 2011
Economics
Hebrew Academy of San Francisco
Autopilot HQ February 2015 - Present
Zendesk September 2013 - February 2015
EQIS September 2012 - August 2013
salesforce.com November 2011 - April 2012
Caprii Media September 2008 - November 2011
SunPower Corporation July 2008 - August 2008
Dave Kregel Tennis Academy April 2005 - May 2008
Skills
Online Marketing, Social Media Marketing, Sales, Marketing, PowerPoint, Sales Funnels, Salesforce, Web Design, Wed Development, Webinars, SEO, Microsoft Office, Microsoft Excel, Photoshop, Lead Generation, Online Lead Generation, Email Marketing, Google Analytics, Data Analysis, SEM, Web Analytics, Marketing Strategy, Salesforce.com, Advertising, Leadership, Social Networking, HTML, Social Media, Start-ups, Market Research, Marketing Communications, Strategy, Web Marketing, Dreamweaver, Facebook, Graphic Design, Online Advertising, Content Management, Nurturing, Content Strategy, Management, Digital Marketing
Education
University of California, Berkeley 2007 — 2011
Economics
Hebrew Academy of San Francisco
Kuba Litwin Kuba Litwin's EQIS Experience December 2011 - April 2012
Job Staff Accountant at Riviera Partners
Industry Staffing and Recruiting
Experience
Riviera Partners August 2015 - Present
Bay East Association of REALTORS® September 2013 - August 2015
Bartmex Precision Machining May 2012 - May 2013
EQIS December 2011 - April 2012
Skills
Social Networking
Education
Dominican University of California 2009 — 2013
Bachelor of Arts, Business Administration
Riviera Partners August 2015 - Present
Bay East Association of REALTORS® September 2013 - August 2015
Bartmex Precision Machining May 2012 - May 2013
EQIS December 2011 - April 2012
Skills
Social Networking
Education
Dominican University of California 2009 — 2013
Bachelor of Arts, Business Administration
Sean O'Rourke Sean O'Rourke's EQIS Experience February 2013 - January 2014
Job Market Development Representative at Nitro, Inc.
Industry Marketing and Advertising
Experience
Nitro, Inc. July 2015 - Present
CAI International, Inc. February 2014 - July 2015
EQIS February 2013 - January 2014
Z57 Internet Solutions July 2012 - March 2013
Skills
PowerPoint, Word, Microsoft Office, Excel, HTML, Cold Calling, Social Media Marketing, Merchandising, Client Development, Warm Calling, Social Skills, Social Networking, Marketing
Education
Sonoma State University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Marin Catholic High School 2004 — 2008
Nitro, Inc. July 2015 - Present
CAI International, Inc. February 2014 - July 2015
EQIS February 2013 - January 2014
Z57 Internet Solutions July 2012 - March 2013
Skills
PowerPoint, Word, Microsoft Office, Excel, HTML, Cold Calling, Social Media Marketing, Merchandising, Client Development, Warm Calling, Social Skills, Social Networking, Marketing
Education
Sonoma State University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Marin Catholic High School 2004 — 2008
James Mikulski James Mikulski's EQIS Experience February 2008 - Present
Job Executive at EQIS
Industry Financial Services
Experience
EQIS February 2008 - Present
Skills
Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Computer Software..., Online Video Marketing, Marketing, B2B software, Communication Skills, Telecommuting, Advertising, Sales, Webinars, Social Media Marketing, Training, Online Marketing, Start-ups, Microsoft Excel, Email Marketing, Public Speaking, PowerPoint, Time Management
Education
DePaul University 2003 — 2007
Bachelors, Business Administration
EQIS February 2008 - Present
Skills
Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Computer Software..., Online Video Marketing, Marketing, B2B software, Communication Skills, Telecommuting, Advertising, Sales, Webinars, Social Media Marketing, Training, Online Marketing, Start-ups, Microsoft Excel, Email Marketing, Public Speaking, PowerPoint, Time Management
Education
DePaul University 2003 — 2007
Bachelors, Business Administration
Karly Lundy's EQIS Experience April 2013 - March 2014
Job Managment Assistant at Triple Investments LP
Industry Financial Services
Experience
Triple Investments LP January 2015 - Present
EQIS April 2013 - March 2014
Nordstrom July 2011 - April 2013
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Strategic Planning, Editing, Leadership
Education
University of Oregon 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Marin Catholic High School 2005 — 2008
Triple Investments LP January 2015 - Present
EQIS April 2013 - March 2014
Nordstrom July 2011 - April 2013
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Strategic Planning, Editing, Leadership
Education
University of Oregon 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Marin Catholic High School 2005 — 2008
Mark Gisvold's EQIS Experience April 2014 - Present
Job Sales Manager at EQIS Institutional
Industry Financial Services
Experience
EQIS April 2014 - Present
Internap Network Services January 2012 - December 2012
EQIS Capital March 2011 - January 2012
TelePacific Communications January 2007 - June 2009
Xspedius Communications June 2001 - November 2006
Espire Communications January 2001 - April 2003
Integrated Voice and Data March 1997 - January 1999
Skills
Telecommunications, PBX, T1, MPLS, VoIP, Colocation, Sales Management, B2B, Consultative Selling, Managed Services, Account Management, Contract Negotiation, Selling, Sales Operations, Customer Retention, Call Centers, Direct Sales, Management, Channel Partners, CRM, Co-location, Channel, Solution Selling, Sales Process, Cloud Computing, Sales
Education
California State University-Chico 1989 — 2003
BA, HRM, MKTG
New Mexico State University 1994 — 1995
BA, Marketing, PGM
Marin Catholic
Marin Catholic
Marin Catholic
Marin Catholic
EQIS April 2014 - Present
Internap Network Services January 2012 - December 2012
EQIS Capital March 2011 - January 2012
TelePacific Communications January 2007 - June 2009
Xspedius Communications June 2001 - November 2006
Espire Communications January 2001 - April 2003
Integrated Voice and Data March 1997 - January 1999
Skills
Telecommunications, PBX, T1, MPLS, VoIP, Colocation, Sales Management, B2B, Consultative Selling, Managed Services, Account Management, Contract Negotiation, Selling, Sales Operations, Customer Retention, Call Centers, Direct Sales, Management, Channel Partners, CRM, Co-location, Channel, Solution Selling, Sales Process, Cloud Computing, Sales
Education
California State University-Chico 1989 — 2003
BA, HRM, MKTG
New Mexico State University 1994 — 1995
BA, Marketing, PGM
Marin Catholic
Marin Catholic
Marin Catholic
Marin Catholic
Kenneth A. Kim, PhD's EQIS Experience March 2014 - Present
Job Chief Financial Strategist at EQIS
Industry Financial Services
Experience
EQIS March 2014 - Present
Renmin University of China September 2011 - Present
State University of New York at Buffalo 2002 - Present
Securities Litigation and Consulting Group 2006 - 2009
CFA Institute 2003 - 2004
Kuala Lumpur Stock Exchange 2001 - 2004
UW Credit Union 2000 - 2002
University of Wisconsin Milwaukee 1997 - 2002
US Securities and Exchange Commission 1998 - 1999
Skills
Financial Modeling, Statistics, Economics, Quantitative Analytics, Data Analysis, Teaching, Econometrics, Valuation, Statistical Modeling, Financial Analysis, Research, SPSS, Analysis, Stata, SAS, Finance, Higher Education, Corporate Finance
Education
University of Rhode Island 1992 — 1997
Doctor of Philosophy (PhD), Finance
University of Detroit Mercy 1990 — 1992
Master of Business Administration (MBA)
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), Economics
EQIS March 2014 - Present
Renmin University of China September 2011 - Present
State University of New York at Buffalo 2002 - Present
Securities Litigation and Consulting Group 2006 - 2009
CFA Institute 2003 - 2004
Kuala Lumpur Stock Exchange 2001 - 2004
UW Credit Union 2000 - 2002
University of Wisconsin Milwaukee 1997 - 2002
US Securities and Exchange Commission 1998 - 1999
Skills
Financial Modeling, Statistics, Economics, Quantitative Analytics, Data Analysis, Teaching, Econometrics, Valuation, Statistical Modeling, Financial Analysis, Research, SPSS, Analysis, Stata, SAS, Finance, Higher Education, Corporate Finance
Education
University of Rhode Island 1992 — 1997
Doctor of Philosophy (PhD), Finance
University of Detroit Mercy 1990 — 1992
Master of Business Administration (MBA)
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), Economics
Elliot Okiwelu's EQIS Experience January 2012 - April 2012
Job Global Account Manager at New Relic, Inc. Helping software businesses grow.
Industry Computer Software
Experience
New Relic, Inc. April 2015 - Present
Forward Thinking Educational Consulting July 2005 - Present
Rocket Lawyer, Inc April 2012 - January 2015
EQIS January 2012 - April 2012
Brokerville March 2010 - December 2011
Oakland Rising March 2010 - November 2011
Institute of Reading Development April 2006 - June 2008
Oakland Unified School District September 2005 - June 2008
Kaplan October 2005 - May 2007
Monster Diversity Leadership Program 2006 - 2007
Skills
Training, Leadership, Strategy, Marketing, Coaching, Business Development, Strategic Planning, Public Speaking, Program Management, Leadership Development, Fundraising, Sales Management, Social Media, Event Planning, Community Outreach, Research, Online Marketing, Staff Development, Nonprofits, Workshop Facilitation, Consultative Sales..., Non-profits, Salesforce.com, SaaS, Incorporation, LLC, Recruiting, Management
Education
California Polytechnic State University-San Luis Obispo
MA Ed., Counseling and Guidance
California Polytechnic State University-San Luis Obispo
BS, Psychology w/ pre-med concentration
New Relic, Inc. April 2015 - Present
Forward Thinking Educational Consulting July 2005 - Present
Rocket Lawyer, Inc April 2012 - January 2015
EQIS January 2012 - April 2012
Brokerville March 2010 - December 2011
Oakland Rising March 2010 - November 2011
Institute of Reading Development April 2006 - June 2008
Oakland Unified School District September 2005 - June 2008
Kaplan October 2005 - May 2007
Monster Diversity Leadership Program 2006 - 2007
Skills
Training, Leadership, Strategy, Marketing, Coaching, Business Development, Strategic Planning, Public Speaking, Program Management, Leadership Development, Fundraising, Sales Management, Social Media, Event Planning, Community Outreach, Research, Online Marketing, Staff Development, Nonprofits, Workshop Facilitation, Consultative Sales..., Non-profits, Salesforce.com, SaaS, Incorporation, LLC, Recruiting, Management
Education
California Polytechnic State University-San Luis Obispo
MA Ed., Counseling and Guidance
California Polytechnic State University-San Luis Obispo
BS, Psychology w/ pre-med concentration
Scott Winters's EQIS Experience January 2003 - Present
Job CEO, Eqis
Industry Financial Services
Experience
EQIS January 2003 - Present
Merrill Lynch 1995 - 1999
Skills
Mutual Funds, Alternative Investments, Investment Strategies, Asset Management, Asset Allocation, Investments, Wealth Management, Series 7, Investment Advisory, Portfolio Management, Financial Advisory, 401k, Retirement, Series 63
Education
San Diego State University-California State University
Bachelor's degree, Business Economics
EQIS January 2003 - Present
Merrill Lynch 1995 - 1999
Skills
Mutual Funds, Alternative Investments, Investment Strategies, Asset Management, Asset Allocation, Investments, Wealth Management, Series 7, Investment Advisory, Portfolio Management, Financial Advisory, 401k, Retirement, Series 63
Education
San Diego State University-California State University
Bachelor's degree, Business Economics
Eric Collins's EQIS Experience August 2013 - September 2013
Job Account Executive at NCC Group
Industry Computer Software
Experience
NCC Group July 2015 - Present
Boatbound Boat Renter January 2014 - Present
Elcom September 2013 - July 2015
EQIS August 2013 - September 2013
Bradford Tax Institute July 2012 - January 2013
MGAlive.com October 2009 - March 2012
Farmers Insurance January 2008 - August 2009
Powers and Company December 2006 - January 2008
Retail Auto Sales August 1999 - December 2006
Skills
Sales, Sales Operations, Lead Generation, Salesforce.com, Management, SaaS, Cold Calling, Business Development, New Business Development, Team Building, Customer Satisfaction, E-commerce, Sales Management, Account Management, Customer Service, Start-ups, CRM, Negotiation, Sales Process, Pricing, Selling, B2B, Web Site Production, Direct Sales, Solution Selling, Strategic Partnerships, Budgets, Customer Retention, Enterprise Software, Time Management, Building Relationships, Relationship Building, Personal Chef Services, Closing, Relationship Management, Strategic Negotiations, Purchasing Negotiation, Marketing, Strategic Planning, Leadership, Marketing Strategy, Strategy, Social Media Marketing
Education
Pacific Union College 1995 — 1999
B.B.A, Accounting
Pacific Union College Prep. 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Rio Lindo Academy.
NCC Group July 2015 - Present
Boatbound Boat Renter January 2014 - Present
Elcom September 2013 - July 2015
EQIS August 2013 - September 2013
Bradford Tax Institute July 2012 - January 2013
MGAlive.com October 2009 - March 2012
Farmers Insurance January 2008 - August 2009
Powers and Company December 2006 - January 2008
Retail Auto Sales August 1999 - December 2006
Skills
Sales, Sales Operations, Lead Generation, Salesforce.com, Management, SaaS, Cold Calling, Business Development, New Business Development, Team Building, Customer Satisfaction, E-commerce, Sales Management, Account Management, Customer Service, Start-ups, CRM, Negotiation, Sales Process, Pricing, Selling, B2B, Web Site Production, Direct Sales, Solution Selling, Strategic Partnerships, Budgets, Customer Retention, Enterprise Software, Time Management, Building Relationships, Relationship Building, Personal Chef Services, Closing, Relationship Management, Strategic Negotiations, Purchasing Negotiation, Marketing, Strategic Planning, Leadership, Marketing Strategy, Strategy, Social Media Marketing
Education
Pacific Union College 1995 — 1999
B.B.A, Accounting
Pacific Union College Prep. 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Rio Lindo Academy.
Jillian Rizo's EQIS Experience May 2013 - November 2014
Job Branch Operations Manager at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group November 2014 - Present
EQIS May 2013 - November 2014
Nordstrom October 2012 - May 2013
Nordstrom June 2012 - October 2012
Dominican University of California September 2008 - August 2012
Dominican University of California August 2011 - May 2012
City Lights Promotions February 2011 - May 2012
Dominican University of California July 2009 - May 2012
Alexander & Chase October 2007 - August 2008
Skills
Teamwork, Microsoft Office, Research, Illustrator, PowerPoint, InDesign, Coaching, Critical Thinking, Spreadsheets, Inventory Management, Photoshop, Microsoft Excel, Advertising, Customer Service, Facebook
Education
Dominican University of California 2008 — 2012
Bachelor of Arts, Business Administration, Graphic Art and Design
Pensionmark Retirement Group November 2014 - Present
EQIS May 2013 - November 2014
Nordstrom October 2012 - May 2013
Nordstrom June 2012 - October 2012
Dominican University of California September 2008 - August 2012
Dominican University of California August 2011 - May 2012
City Lights Promotions February 2011 - May 2012
Dominican University of California July 2009 - May 2012
Alexander & Chase October 2007 - August 2008
Skills
Teamwork, Microsoft Office, Research, Illustrator, PowerPoint, InDesign, Coaching, Critical Thinking, Spreadsheets, Inventory Management, Photoshop, Microsoft Excel, Advertising, Customer Service, Facebook
Education
Dominican University of California 2008 — 2012
Bachelor of Arts, Business Administration, Graphic Art and Design