Foothill Securities, Inc.
Industry: Company
DescriptionFounded: 1962 Subsidiary: Foothill Securities, Inc., Asset Management Arm
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Foothill Securities, Inc. Employees
Employee
Years
Job
Industry
Randi Mills Randi Mills's Foothill Securities, Inc. Experience September 2008 - March 2015
Job Operations Supervisor at Foothill Securities, Inc.
Industry Financial Services
Experience
Loring Ward March 2015 - Present
Foothill Securities, Inc. September 2008 - March 2015
Berthel Fisher & Company Financial Services, Inc. December 2007 - August 2008
Kelmoore Investment Company May 1999 - November 2007
Skills
Customer Service, Series 7, Series 24, Series 63, Financial Services, Mutual Funds, Investments, Investment Advisory...
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), Economics
Loring Ward March 2015 - Present
Foothill Securities, Inc. September 2008 - March 2015
Berthel Fisher & Company Financial Services, Inc. December 2007 - August 2008
Kelmoore Investment Company May 1999 - November 2007
Skills
Customer Service, Series 7, Series 24, Series 63, Financial Services, Mutual Funds, Investments, Investment Advisory...
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), Economics
Dalila E Hernandez Dalila E Hernandez's Foothill Securities, Inc. Experience August 2014 - Present
Job Licensing and Registration Associate at Foothill Securities, Inc.
Industry Nonprofit Organization Management
Experience
Foothill Securities, Inc. August 2014 - Present
Benetech, Hallmark Personnel October 2013 - Present
Bain Capital Ventures, Hallmark Personnel June 2014 - July 2014
Woodside Priory School, Hallmark Personnel March 2014 - June 2014
Bank of America August 2012 - July 2013
Iglesia De Dios Maranatha January 2006 - December 2012
Los Altos August 2007 - July 2012
Los Altos Community Foundation February 2009 - July 2010
Skills
Customer Service, Community Outreach, People Skills, Project Planning, Team Leadership, Planning, Organizing, Microsoft Office 2007, Google Docs, Salesforce.com, Time Management, Nonprofits, Microsoft Office
Education
San Jose State University 2008 — 2012
Bachelors, Business Management and a Minor in Sociology
los altos high school 2004 — 2008
High School Diploma
Foothill Securities, Inc. August 2014 - Present
Benetech, Hallmark Personnel October 2013 - Present
Bain Capital Ventures, Hallmark Personnel June 2014 - July 2014
Woodside Priory School, Hallmark Personnel March 2014 - June 2014
Bank of America August 2012 - July 2013
Iglesia De Dios Maranatha January 2006 - December 2012
Los Altos August 2007 - July 2012
Los Altos Community Foundation February 2009 - July 2010
Skills
Customer Service, Community Outreach, People Skills, Project Planning, Team Leadership, Planning, Organizing, Microsoft Office 2007, Google Docs, Salesforce.com, Time Management, Nonprofits, Microsoft Office
Education
San Jose State University 2008 — 2012
Bachelors, Business Management and a Minor in Sociology
los altos high school 2004 — 2008
High School Diploma
Steve Kuzmic Steve Kuzmic's Foothill Securities, Inc. Experience 2003 - 2004
Job Brand Specialist at Bang & Olufsen
Industry Capital Markets
Experience
Bang & Olufsen 2014 - Present
United States Golf Teachers Federation 2013 - Present
Future Bars 2004 - 2014
Bohème Wines 2008 - 2012
Baumé Restaurant 2011 - 2011
Investor Relations Consultant 2004 - 2007
Foothill Securities, Inc. 2003 - 2004
NASDAQ OMX 2001 - 2003
Skills
Golf Instruction, Golf, Junior Golf, Social Media, Social Media Strategist, Investor Relations, Financial Analysis, Strategic Consulting, Wine & Spirits Industry, Wine Labels, Stock Market, Stock Exchange, Solo Piano, DJ, Music Production, Music Performance, Music Programming, Leadership, Management, Fine Dining, Social Media Marketing, Advertising, Event Management, Sales
Education
Santa Clara University - Leavey School of Business 1997 — 2001
Bachelor of Science, Finance, General
Harker Academy 1990 — 1993
Aesthetics
Bang & Olufsen 2014 - Present
United States Golf Teachers Federation 2013 - Present
Future Bars 2004 - 2014
Bohème Wines 2008 - 2012
Baumé Restaurant 2011 - 2011
Investor Relations Consultant 2004 - 2007
Foothill Securities, Inc. 2003 - 2004
NASDAQ OMX 2001 - 2003
Skills
Golf Instruction, Golf, Junior Golf, Social Media, Social Media Strategist, Investor Relations, Financial Analysis, Strategic Consulting, Wine & Spirits Industry, Wine Labels, Stock Market, Stock Exchange, Solo Piano, DJ, Music Production, Music Performance, Music Programming, Leadership, Management, Fine Dining, Social Media Marketing, Advertising, Event Management, Sales
Education
Santa Clara University - Leavey School of Business 1997 — 2001
Bachelor of Science, Finance, General
Harker Academy 1990 — 1993
Aesthetics
Donna Lloyd Donna Lloyd's Foothill Securities, Inc. Experience April 2015 - Present
Job Vice President at Derby and Derby, Inc.
Industry Financial Services
Experience
Derby and Derby, Inc. October 1987 - Present
Foothill Securities, Inc. April 2015 - Present
Corporate Benefit Planners 1985 - 1987
Pacific Life July 1980 - June 1985
Skills
Term Life Insurance, Community Service, Fixed Annuities, Notary Public, Office Management, Volunteering, Long Term Care Insurance, Customer Service, Insurance, Investments
Education
Orange Coast College 1980 — 1981
general education
Nordhoff High School 1976 — 1980
Ventura College
childhood development
Derby and Derby, Inc. October 1987 - Present
Foothill Securities, Inc. April 2015 - Present
Corporate Benefit Planners 1985 - 1987
Pacific Life July 1980 - June 1985
Skills
Term Life Insurance, Community Service, Fixed Annuities, Notary Public, Office Management, Volunteering, Long Term Care Insurance, Customer Service, Insurance, Investments
Education
Orange Coast College 1980 — 1981
general education
Nordhoff High School 1976 — 1980
Ventura College
childhood development
Matthew Foertsch Matthew Foertsch's Foothill Securities, Inc. Experience March 2011 - February 2014
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock March 2014 - Present
Foothill Securities, Inc. March 2011 - February 2014
Skills
Trading, Series 7, Securities, Investments, Valuation, Fundamental Analysis, Finance, Financial Markets, Chinese, Financial Services, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Asset Allocation, Financial Planning, Investment Strategies, Equities, Investment Advisory, Series 63, Investment Management, Fixed Income, Retirement Planning, Options, Retirement, Financial Analysis, Separately Managed..., Financial Modeling, Financial Advisory
Education
California State University-Long Beach 2005 — 2010
Bachelor's Degree, Investment Managment, 3.8
California State University-Long Beach 2005 — 2010
Bachelor's Degree, International Business, 3.8
Bellarmine College Prep 2001 — 2005
St. Mary's
BlackRock March 2014 - Present
Foothill Securities, Inc. March 2011 - February 2014
Skills
Trading, Series 7, Securities, Investments, Valuation, Fundamental Analysis, Finance, Financial Markets, Chinese, Financial Services, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Asset Allocation, Financial Planning, Investment Strategies, Equities, Investment Advisory, Series 63, Investment Management, Fixed Income, Retirement Planning, Options, Retirement, Financial Analysis, Separately Managed..., Financial Modeling, Financial Advisory
Education
California State University-Long Beach 2005 — 2010
Bachelor's Degree, Investment Managment, 3.8
California State University-Long Beach 2005 — 2010
Bachelor's Degree, International Business, 3.8
Bellarmine College Prep 2001 — 2005
St. Mary's
Viba Subramaniam Viba Subramaniam's Foothill Securities, Inc. Experience July 2012 - September 2012
Job Analyst at Federal Reserve Bank of San Francisco
Industry Information Technology and Services
Experience
Federal Reserve Bank of San Francisco February 2014 - Present
The Hive, LLC October 2013 - February 2014
Princess Sirindhorn School October 2012 - June 2013
Foothill Securities, Inc. July 2012 - September 2012
UC San Diego October 2011 - June 2012
Skills
Stata, Data Analysis, Statistics, Econometrics, Analysis, Economics, Forecasting, Research, International Relations, Java, C++, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Teaching English as a..., Qualitative Research, SPSS
Education
University of California, San Diego 2008 — 2012
Economics
Delhi School of Economics 2010 — 2010
Business/Managerial Economics, 4.0
Federal Reserve Bank of San Francisco February 2014 - Present
The Hive, LLC October 2013 - February 2014
Princess Sirindhorn School October 2012 - June 2013
Foothill Securities, Inc. July 2012 - September 2012
UC San Diego October 2011 - June 2012
Skills
Stata, Data Analysis, Statistics, Econometrics, Analysis, Economics, Forecasting, Research, International Relations, Java, C++, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Teaching English as a..., Qualitative Research, SPSS
Education
University of California, San Diego 2008 — 2012
Economics
Delhi School of Economics 2010 — 2010
Business/Managerial Economics, 4.0
Daniel Alcala Daniel Alcala's Foothill Securities, Inc. Experience June 2015 - Present
Job Relationship Manager / Sales Supervisor at Foothill Securities
Industry Financial Services
Experience
Foothill Securities, Inc. June 2015 - Present
Bank of the West October 2014 - June 2015
UBS October 2013 - September 2014
AXA Advisors January 2013 - October 2013
Scottrade November 2007 - January 2013
Scottrade July 2003 - November 2007
Skills
Investments, Securities, Equities, Financial Markets, Derivatives, Trading, Risk Management, Options, Management
Education
University of California, Santa Cruz 2011 — 2012
Personal Financial Planning
University of San Francisco 2000 — 2004
B.S., Applied Economics
Aptos High 1992 — 1996
Foothill Securities, Inc. June 2015 - Present
Bank of the West October 2014 - June 2015
UBS October 2013 - September 2014
AXA Advisors January 2013 - October 2013
Scottrade November 2007 - January 2013
Scottrade July 2003 - November 2007
Skills
Investments, Securities, Equities, Financial Markets, Derivatives, Trading, Risk Management, Options, Management
Education
University of California, Santa Cruz 2011 — 2012
Personal Financial Planning
University of San Francisco 2000 — 2004
B.S., Applied Economics
Aptos High 1992 — 1996
Albert Hartman's Foothill Securities, Inc. Experience January 2009 - June 2012
Job Account Finance Manager
Industry Financial Services
Experience
Bank June 2011 - Present
Foothill Securities, Inc. January 2009 - June 2012
Skills
Financial Analysis, Banking, Customer Service, Risk Management, Business Analysis, Financial Modeling, Project Management, Management, Business Strategy, Microsoft Excel, Strategic Planning, Change Management, Management Consulting, Process Improvement
Education
The University of Texas at Austin
Bachelor of Architecture (BArch), Architecture
University of Colorado Boulder
Bachelor of Architecture (BArch), Architecture and Business
Bank June 2011 - Present
Foothill Securities, Inc. January 2009 - June 2012
Skills
Financial Analysis, Banking, Customer Service, Risk Management, Business Analysis, Financial Modeling, Project Management, Management, Business Strategy, Microsoft Excel, Strategic Planning, Change Management, Management Consulting, Process Improvement
Education
The University of Texas at Austin
Bachelor of Architecture (BArch), Architecture
University of Colorado Boulder
Bachelor of Architecture (BArch), Architecture and Business
Paul Nelson, CFP® Paul Nelson, CFP®'s Foothill Securities, Inc. Experience December 2004 - August 2008
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Viewpoint Financial Advisors August 2014 - Present
Financial Telesis August 2008 - August 2014
Foothill Securities, Inc. December 2004 - August 2008
Skills
Retirement Planning, Investment Advisory, Fixed Annuities, Risk Assessment, Strategy Implementation, Investments, Financial Planners, Listening, Organizing, Problem Solving, Certified Financial..., Personal Financial..., Mutual Funds, Investment Management, Financial Analysis, Financial Goals, Tax Advisory, Estate Planning, Wealth Management, Retirement, Wealth, Financial Advisory, Independent Financial..., Insurance, Small Business, Financial Services, Long Term Care Insurance, Securities, Wealth Accumulation, Asset Management, Life Insurance, Trusts, Series 7, Series 65, Tax Preparation, 401k Rollovers, Bonds, FINRA, Asset Protection, IRAs, Roth IRA, Finance, Simple IRA, SEP IRA
Education
California Lutheran University 2011 — 2015
In Progress (MBA), Financial Planning
University of California, Los Angeles - UCLA Extension 2007 — 2010
Certificate, Personal Financial Planning
University of California, Santa Barbara 2001 — 2004
BA, Business Economics
Viewpoint Financial Advisors August 2014 - Present
Financial Telesis August 2008 - August 2014
Foothill Securities, Inc. December 2004 - August 2008
Skills
Retirement Planning, Investment Advisory, Fixed Annuities, Risk Assessment, Strategy Implementation, Investments, Financial Planners, Listening, Organizing, Problem Solving, Certified Financial..., Personal Financial..., Mutual Funds, Investment Management, Financial Analysis, Financial Goals, Tax Advisory, Estate Planning, Wealth Management, Retirement, Wealth, Financial Advisory, Independent Financial..., Insurance, Small Business, Financial Services, Long Term Care Insurance, Securities, Wealth Accumulation, Asset Management, Life Insurance, Trusts, Series 7, Series 65, Tax Preparation, 401k Rollovers, Bonds, FINRA, Asset Protection, IRAs, Roth IRA, Finance, Simple IRA, SEP IRA
Education
California Lutheran University 2011 — 2015
In Progress (MBA), Financial Planning
University of California, Los Angeles - UCLA Extension 2007 — 2010
Certificate, Personal Financial Planning
University of California, Santa Barbara 2001 — 2004
BA, Business Economics
Zach White's Foothill Securities, Inc. Experience July 2011 - May 2012
Job Financial Associate at Phillip White Inc
Industry Financial Services
Experience
Phillip White Inc May 2014 - Present
Mondelez International October 2012 - January 2014
Foothill Securities, Inc. July 2011 - May 2012
National Agribusiness Marketing Association January 2012 - April 2012
Cal Poly State University September 2011 - December 2011
Skills
Excel, Microsoft Office, Facebook, Market Analysis, Marketing Strategy, Financial Analysis, Marketing Research, Microsoft Excel, Management, Sales Operations, Logistics Management, Product Management, Merchandising, Sales, Customer Service, Teamwork, Inventory Management, Finance, Market Research, Marketing, Time Management
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor's degree, Agribusiness/Agricultural Business Operations
Monte Vista High School 2004 — 2008
Diploma
Phillip White Inc May 2014 - Present
Mondelez International October 2012 - January 2014
Foothill Securities, Inc. July 2011 - May 2012
National Agribusiness Marketing Association January 2012 - April 2012
Cal Poly State University September 2011 - December 2011
Skills
Excel, Microsoft Office, Facebook, Market Analysis, Marketing Strategy, Financial Analysis, Marketing Research, Microsoft Excel, Management, Sales Operations, Logistics Management, Product Management, Merchandising, Sales, Customer Service, Teamwork, Inventory Management, Finance, Market Research, Marketing, Time Management
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor's degree, Agribusiness/Agricultural Business Operations
Monte Vista High School 2004 — 2008
Diploma
Steve Chipman Steve Chipman's Foothill Securities, Inc. Experience April 2006 - Present
Job President &CEO at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. April 2006 - Present
Pershing, a BNY Mellon company June 1999 - April 2006
EVEREN Securities, Inc April 1997 - June 1999
Norcross & Company, Inc January 1991 - April 1997
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Securities, Asset Management, Series 7
Education
University of Massachusetts at Amherst - Isenberg School of Management 1978 — 1982
Bachelors, Business Administration, Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute, Finance, General
Foothill Securities, Inc. April 2006 - Present
Pershing, a BNY Mellon company June 1999 - April 2006
EVEREN Securities, Inc April 1997 - June 1999
Norcross & Company, Inc January 1991 - April 1997
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Securities, Asset Management, Series 7
Education
University of Massachusetts at Amherst - Isenberg School of Management 1978 — 1982
Bachelors, Business Administration, Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute, Finance, General
Danielle M. Stolman Danielle M. Stolman's Foothill Securities, Inc. Experience April 2015 - Present
Job Administrative Assistant at Foothill Securities (via Hallmark Personnel)
Industry Executive Office
Experience
Foothill Securities, Inc. April 2015 - Present
Three Way August 2014 - April 2015
Lee Hecht Harrison (contract position) November 2013 - July 2014
Ultimate Staffing May 2013 - November 2013
PR Taylor Group (contract position) May 2012 - April 2013
Molecular Devices (contract position covering a maternity leave) January 2012 - May 2012
Cisco Systems June 2008 - November 2011
Skills
Sales, Social Media, Recruiting, Talent Acquisition, Administrative..., Project Management, Customer Service, Microsoft Office, Microsoft Excel
Education
Rochester Institute of Technology
B.S., Marketing
San Jose State University
B.A., Photojournalism
Foothill Securities, Inc. April 2015 - Present
Three Way August 2014 - April 2015
Lee Hecht Harrison (contract position) November 2013 - July 2014
Ultimate Staffing May 2013 - November 2013
PR Taylor Group (contract position) May 2012 - April 2013
Molecular Devices (contract position covering a maternity leave) January 2012 - May 2012
Cisco Systems June 2008 - November 2011
Skills
Sales, Social Media, Recruiting, Talent Acquisition, Administrative..., Project Management, Customer Service, Microsoft Office, Microsoft Excel
Education
Rochester Institute of Technology
B.S., Marketing
San Jose State University
B.A., Photojournalism
Dr. Charles Dingman, DDS Dr. Charles Dingman, DDS's Foothill Securities, Inc. Experience December 2012 - Present
Job Financial Advisor at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. December 2012 - Present
Foothill Securities, Inc. 2012 - Present
Skills
Sales Management, Entrepreneurship, New Business Development, Team Building, Program Management, Strategic Planning, Marketing Strategy, Dentistry, Marketing, Coaching, Insurance, Investments, Retirement, Retirement Planning, Wealth Management, Leadership
Education
University of Nebraska College of Dentistry 1976 — 1980
DDS, Dentistry
University of Nebraska-Lincoln 1972 — 1980
DDS, Dentistry
University of Nebraska-Lincoln
Foothill Securities, Inc. December 2012 - Present
Foothill Securities, Inc. 2012 - Present
Skills
Sales Management, Entrepreneurship, New Business Development, Team Building, Program Management, Strategic Planning, Marketing Strategy, Dentistry, Marketing, Coaching, Insurance, Investments, Retirement, Retirement Planning, Wealth Management, Leadership
Education
University of Nebraska College of Dentistry 1976 — 1980
DDS, Dentistry
University of Nebraska-Lincoln 1972 — 1980
DDS, Dentistry
University of Nebraska-Lincoln
Juliette Trconic Juliette Trconic's Foothill Securities, Inc. Experience December 2002 - August 2005
Job Construction Governance Program Manager at NetApp
Industry Information Technology and Services
Experience
NetApp March 2011 - Present
NetApp September 2005 - March 2011
Foothill Securities, Inc. December 2002 - August 2005
SyberSay April 2000 - June 2002
Apple Inc. 1990 - 2000
Skills
Management, Forecasting, Financial Analysis, Budgets, Project Management, Program Management, Project Planning, Windows, Vendor Management, Contract Management, SaaS, Software Documentation, Human Resources, Facilities Management, Workplace Relations, Team Leadership, Process Improvement, MS Project, Data Analysis, Security, Business Analysis, Cloud Computing, Integration, Team Building, Internet Recruiting, Recruiting, Operating Systems, Contract Negotiation, Analysis, Construction Management, Personnel Management, Risk Management, SharePoint, Data Center, Purchasing, Databases, Presentations, Financial Reporting, Program Implementation, Finance, Continuous Improvement
Education
Santa Clara University 1984 — 1988
BA, Rhetoric and Composition/Writing Studies
UC Santa Cruz Extension 2003 — 2004
Business Administration and Management, General
NetApp March 2011 - Present
NetApp September 2005 - March 2011
Foothill Securities, Inc. December 2002 - August 2005
SyberSay April 2000 - June 2002
Apple Inc. 1990 - 2000
Skills
Management, Forecasting, Financial Analysis, Budgets, Project Management, Program Management, Project Planning, Windows, Vendor Management, Contract Management, SaaS, Software Documentation, Human Resources, Facilities Management, Workplace Relations, Team Leadership, Process Improvement, MS Project, Data Analysis, Security, Business Analysis, Cloud Computing, Integration, Team Building, Internet Recruiting, Recruiting, Operating Systems, Contract Negotiation, Analysis, Construction Management, Personnel Management, Risk Management, SharePoint, Data Center, Purchasing, Databases, Presentations, Financial Reporting, Program Implementation, Finance, Continuous Improvement
Education
Santa Clara University 1984 — 1988
BA, Rhetoric and Composition/Writing Studies
UC Santa Cruz Extension 2003 — 2004
Business Administration and Management, General
Jeneen Paul Jeneen Paul's Foothill Securities, Inc. Experience December 2010 - November 2013
Job CFP® at C.U. Financial Partners, LLC. Registered Representive at Cetera Advisors, LLC.
Industry Financial Services
Experience
C.U. Financial Partners, LLC December 2010 - Present
Cetera Advisors LLC November 2013 - Present
Foothill Securities, Inc. December 2010 - November 2013
Alamo Capital September 2009 - December 2010
Lincoln Financial Advisors January 2006 - September 2009
Skills
Investments, Securities, Finance, Retirement Planning, Mutual Funds, Series 7, Investment Strategies, IRAs, Alternative Investments, Asset Management, Portfolio Management, Wealth Accumulation, Series 63, Strategic Financial..., Wealth Management
Education
UCSC 2012 — 2013
Certified Financial Planning
California State University-Hayward - School of Business and Economics 2001 — 2006
B.S., Finance
C.U. Financial Partners, LLC December 2010 - Present
Cetera Advisors LLC November 2013 - Present
Foothill Securities, Inc. December 2010 - November 2013
Alamo Capital September 2009 - December 2010
Lincoln Financial Advisors January 2006 - September 2009
Skills
Investments, Securities, Finance, Retirement Planning, Mutual Funds, Series 7, Investment Strategies, IRAs, Alternative Investments, Asset Management, Portfolio Management, Wealth Accumulation, Series 63, Strategic Financial..., Wealth Management
Education
UCSC 2012 — 2013
Certified Financial Planning
California State University-Hayward - School of Business and Economics 2001 — 2006
B.S., Finance
barbara chown's Foothill Securities, Inc. Experience September 1994 - Present
Job Financial advisor and retirement income planner
Industry Financial Services
Experience
Foothill Securities, Inc. September 1994 - Present
Education
Sonoma State University
Master of Business Administration (MBA)
St. Mary's College of California
Bachelor of Business Administration (B.B.A.)
Stratford junior high
Washington lee high school
Foothill Securities, Inc. September 1994 - Present
Education
Sonoma State University
Master of Business Administration (MBA)
St. Mary's College of California
Bachelor of Business Administration (B.B.A.)
Stratford junior high
Washington lee high school
Maria Rapoport Maria Rapoport's Foothill Securities, Inc. Experience October 2012 - Present
Job Currently working in tax accounting.
Industry Accounting
Experience
Foothill Securities, Inc. October 2012 - Present
DeVry University September 2010 - February 2012
Talbots June 2007 - January 2010
Talbots October 2000 - June 2007
Skills
Microsoft Office, Word, Excel, ImageNow, Microsoft Excel, Access, PowerPoint, Research, Accounting, Microsoft Word, Sales, Outlook, Human Resources
Education
DeVry University 2010 — 2012
Bachelor's degree, Accounting
Foothill College 1999 — 2003
Foothill Securities, Inc. October 2012 - Present
DeVry University September 2010 - February 2012
Talbots June 2007 - January 2010
Talbots October 2000 - June 2007
Skills
Microsoft Office, Word, Excel, ImageNow, Microsoft Excel, Access, PowerPoint, Research, Accounting, Microsoft Word, Sales, Outlook, Human Resources
Education
DeVry University 2010 — 2012
Bachelor's degree, Accounting
Foothill College 1999 — 2003
Antoinette Schoning Antoinette Schoning's Foothill Securities, Inc. Experience December 2006 - Present
Job Certified Financial Planner ™ (SelfEmployed)
Industry Financial Services
Experience
Foothill Securities, Inc. December 2006 - Present
Waddell & Reed July 2004 - November 2006
Hewlett Packard July 1994 - July 2000
Hewlett-Packard July 1992 - June 1994
Hewlett-Packard April 1987 - June 1992
Hewlett-Packard July 1984 - March 1987
Skills
Retirement Planning, Series 7, IRAs, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Mutual Funds, Roth IRA, 401k, Series 63, Estate Planning, Investments, Asset Allocation, Fixed Annuities, Investment Strategies, Securities, Financial Planners, Asset Managment, Alternative Investments
Education
University of California, Santa Cruz 2000 — 2002
Certificate in Personal Financial Planning, Personal Financial Planning
De Anza College 1986 — 1988
Accounting and Finance
University of Economics in Bratislava 1976 — 1981
Masters of Business Administration, Business Administration and Management, General
Foothill Securities, Inc. December 2006 - Present
Waddell & Reed July 2004 - November 2006
Hewlett Packard July 1994 - July 2000
Hewlett-Packard July 1992 - June 1994
Hewlett-Packard April 1987 - June 1992
Hewlett-Packard July 1984 - March 1987
Skills
Retirement Planning, Series 7, IRAs, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Mutual Funds, Roth IRA, 401k, Series 63, Estate Planning, Investments, Asset Allocation, Fixed Annuities, Investment Strategies, Securities, Financial Planners, Asset Managment, Alternative Investments
Education
University of California, Santa Cruz 2000 — 2002
Certificate in Personal Financial Planning, Personal Financial Planning
De Anza College 1986 — 1988
Accounting and Finance
University of Economics in Bratislava 1976 — 1981
Masters of Business Administration, Business Administration and Management, General
Karl Leal Karl Leal's Foothill Securities, Inc. Experience 2012 - 2014
Job CERTIFIED FINANCIAL PLANNER(tm) at Leal Financial Planning
Industry Financial Services
Experience
Leal Financial Planning March 2010 - Present
Foothill Securities, Inc. 2012 - 2014
Valin Corporation February 2008 - September 2008
Hewlett-Packard 2006 - 2007
Hewlett-Packard 1995 - 2006
Hewlett-Packard 1992 - 1995
Hewlett-Packard 1991 - 1992
Skills
Project Planning, Training, Project Management, Strategic Financial..., Retirement Planning, Retirement, Management, Insurance, Investments, Sales, Analysis, Program Management, Call Centers, Business Planning, Financial Services, Portfolio Management, Asset Managment, Account Management, Strategic Planning, Financial Advisory, Asset Management
Education
UC Irvine, Extension 2013 — 2013
FPA Residency Program
College for Financial Planning 2011 — 2011
CRPC, Retirement Planning
College for Financial Planning 2011 — 2011
ADPA, Financial planning for domestic partners
College for Financial Planning 2010 — 2011
AAMS, Asset Management
University of California, Santa Cruz 2007 — 2009
Certificate, Financial Planning
San Jose State University 2000 — 2003
BS Business
Leal Financial Planning March 2010 - Present
Foothill Securities, Inc. 2012 - 2014
Valin Corporation February 2008 - September 2008
Hewlett-Packard 2006 - 2007
Hewlett-Packard 1995 - 2006
Hewlett-Packard 1992 - 1995
Hewlett-Packard 1991 - 1992
Skills
Project Planning, Training, Project Management, Strategic Financial..., Retirement Planning, Retirement, Management, Insurance, Investments, Sales, Analysis, Program Management, Call Centers, Business Planning, Financial Services, Portfolio Management, Asset Managment, Account Management, Strategic Planning, Financial Advisory, Asset Management
Education
UC Irvine, Extension 2013 — 2013
FPA Residency Program
College for Financial Planning 2011 — 2011
CRPC, Retirement Planning
College for Financial Planning 2011 — 2011
ADPA, Financial planning for domestic partners
College for Financial Planning 2010 — 2011
AAMS, Asset Management
University of California, Santa Cruz 2007 — 2009
Certificate, Financial Planning
San Jose State University 2000 — 2003
BS Business
Patricia Lenox Destein Patricia Lenox Destein's Foothill Securities, Inc. Experience January 1991 - Present
Job Financial Services Compliance Consultant
Industry Financial Services
Experience
Financial Telesis Inc. 2009 - Present
Foothill Securities, Inc. January 1991 - Present
Brokerage Resources January 1982 - Present
Skills
Securities, Investments, Retirement
Education
Stanford University 1978 — 1979
Graduate Student, Sociology/Psychology
CSU Chico 1972 — 1977
Social Welfare and Corrections/Business Administration, Bachelor's Degree
Financial Telesis Inc. 2009 - Present
Foothill Securities, Inc. January 1991 - Present
Brokerage Resources January 1982 - Present
Skills
Securities, Investments, Retirement
Education
Stanford University 1978 — 1979
Graduate Student, Sociology/Psychology
CSU Chico 1972 — 1977
Social Welfare and Corrections/Business Administration, Bachelor's Degree
Paul Drescher's Foothill Securities, Inc. Experience February 1996 - Present
Job Managing Member at Brightguy Films, LLC
Industry Financial Services
Experience
Brightguy Films, LLC June 2015 - Present
MagNeuro Center November 2012 - Present
Foothill Securities, Inc. February 1996 - Present
Paul B. Drescher, CFP(R) 1992 - Present
Paul Drescher Financial February 1985 - October 2007
Skills
Investments, IRAs, FINRA, Securities, Investment Advisory, Real Estate, Retirement Planning, Retirement, Employee Benefits, Portfolio Management, 401k, Series 7, Wealth Management, Mutual Funds, Small Business, Strategic Planning, Strategic Financial..., Estate Planning
Education
Brandeis University 1977 — 1980
Bachelor of Arts (BA), English & American Literature
Emerson College 1976 — 1977
English, Theater
Cranbrook School
Sundance Institute Art & Craft of Screenwriting
Sundance Institute Art & Craft of Screenwriting
Sundance Institute Art & Craft of Screenwriting
Sundance Institute Art & Craft of Screenwriting
Sundance Institute Art & Craft of Screenwriting
Brightguy Films, LLC June 2015 - Present
MagNeuro Center November 2012 - Present
Foothill Securities, Inc. February 1996 - Present
Paul B. Drescher, CFP(R) 1992 - Present
Paul Drescher Financial February 1985 - October 2007
Skills
Investments, IRAs, FINRA, Securities, Investment Advisory, Real Estate, Retirement Planning, Retirement, Employee Benefits, Portfolio Management, 401k, Series 7, Wealth Management, Mutual Funds, Small Business, Strategic Planning, Strategic Financial..., Estate Planning
Education
Brandeis University 1977 — 1980
Bachelor of Arts (BA), English & American Literature
Emerson College 1976 — 1977
English, Theater
Cranbrook School
Sundance Institute Art & Craft of Screenwriting
Sundance Institute Art & Craft of Screenwriting
Sundance Institute Art & Craft of Screenwriting
Sundance Institute Art & Craft of Screenwriting
Sundance Institute Art & Craft of Screenwriting
Michelle Perry Higgins Michelle Perry Higgins's Foothill Securities, Inc. Experience August 2014 - Present
Job Financial Planner/Principal California Financial Advisors
Industry Financial Services
Experience
Maloon, Powers, Pitre & Higgins, LLC dba California Financial Advisors 1998 - Present
Foothill Securities, Inc. August 2014 - Present
Financial Telesis Inc. 1998 - August 2014
Lincoln Financial Advisors 1997 - 1998
LNC Equity Sales Corp. 1996 - 1997
Shell Oil Company 1994 - 1996
Skills
Author of The..., Author of Stocks, Bonds...
Education
St. Mary's College of California 1990 — 1994
Bachelor of Science (BS), Business Administration
Maloon, Powers, Pitre & Higgins, LLC dba California Financial Advisors 1998 - Present
Foothill Securities, Inc. August 2014 - Present
Financial Telesis Inc. 1998 - August 2014
Lincoln Financial Advisors 1997 - 1998
LNC Equity Sales Corp. 1996 - 1997
Shell Oil Company 1994 - 1996
Skills
Author of The..., Author of Stocks, Bonds...
Education
St. Mary's College of California 1990 — 1994
Bachelor of Science (BS), Business Administration
Brian Reisbeck Brian Reisbeck's Foothill Securities, Inc. Experience July 2015 - Present
Job Senior Compliance Officer
Industry Financial Services
Experience
Foothill Securities, Inc. July 2015 - Present
LPL Financial October 2013 - July 2015
Wealthfront Inc. February 2013 - August 2013
Scottrade March 2009 - February 2013
Yahoo! Inc May 2008 - May 2009
Greater Bay Bancorp December 2007 - April 2008
First Capital Mortgage Corp August 2006 - October 2007
Lehman Brothers December 2004 - August 2006
WM Financial Services February 2003 - December 2004
JB Oxford & Company July 2001 - January 2003
Skills
Financial Markets, Stock Management, Financial Analysis, Banking, Portfolio Management, Risk Management, Mutual Funds, Finance, Management, Analysis, Trading, Investments, Valuation, Securities, Options, Financial Services, Series 7, Equities, Series 63, FINRA, Hedge Funds, Asset Management, Strategic Financial..., Training, Loans, Financial Planning
Education
Colorado State University 2009 — 2012
Masters, Business Administration
Foothill Securities, Inc. July 2015 - Present
LPL Financial October 2013 - July 2015
Wealthfront Inc. February 2013 - August 2013
Scottrade March 2009 - February 2013
Yahoo! Inc May 2008 - May 2009
Greater Bay Bancorp December 2007 - April 2008
First Capital Mortgage Corp August 2006 - October 2007
Lehman Brothers December 2004 - August 2006
WM Financial Services February 2003 - December 2004
JB Oxford & Company July 2001 - January 2003
Skills
Financial Markets, Stock Management, Financial Analysis, Banking, Portfolio Management, Risk Management, Mutual Funds, Finance, Management, Analysis, Trading, Investments, Valuation, Securities, Options, Financial Services, Series 7, Equities, Series 63, FINRA, Hedge Funds, Asset Management, Strategic Financial..., Training, Loans, Financial Planning
Education
Colorado State University 2009 — 2012
Masters, Business Administration
Steven Cervantes's Foothill Securities, Inc. Experience May 2014 - January 2015
Job Chief Compliance Officer
Industry Financial Services
Experience
Foothill Securities, Inc. May 2014 - January 2015
Life Sales, LLC FMO Allianz Life Insurance Company of North America November 2011 - May 2014
Questar Capital, An Allianz Company November 2011 - May 2014
Miami-Dade County, Democratic Executive Committee January 2011 - December 2011
ITA Financial Services January 2010 - June 2011
ILDD 2009 - 2011
Morgan Keegan March 2005 - November 2009
SIFMA 2008 - 2009
Democratic Executive Committee, Shelby County 2008 - 2009
Obama-Biden Presidential Campaign January 2008 - December 2008
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 14, FINRA Series 10, FINRA Series 66, FINRA Series 79, FINRA Series 28, Certified Financial..., LA Insurance LHA, Securities Regulation, UK FSA, Compliance, LATAM, CA Insurance License, Fixed Annuities, Variable Annuities, Notary Public, TN Insurance License, FL Insurance License, Social Media Regulation..., FINRA, FSA, Series 63, Securities, NAIC Model Regulation, Finance, Asset Management, Series 7, Broker-Dealer, Risk Management, SEC, Equities, Series 24
Education
Merrill Lynch, Princeton Program 1999 — 2000
CFM, Financial Management
Keio University 1997 — 1998
Certificate, Japanese Studies
Temple University - Fox School of Business and Management 1994 — 1996
M.A., Economics
Teachers College of Columbia University 1992 — 1994
M.A., TESOL
Loyola University New Orleans 1986 — 1988
B.A., French
Foothill Securities, Inc. May 2014 - January 2015
Life Sales, LLC FMO Allianz Life Insurance Company of North America November 2011 - May 2014
Questar Capital, An Allianz Company November 2011 - May 2014
Miami-Dade County, Democratic Executive Committee January 2011 - December 2011
ITA Financial Services January 2010 - June 2011
ILDD 2009 - 2011
Morgan Keegan March 2005 - November 2009
SIFMA 2008 - 2009
Democratic Executive Committee, Shelby County 2008 - 2009
Obama-Biden Presidential Campaign January 2008 - December 2008
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 14, FINRA Series 10, FINRA Series 66, FINRA Series 79, FINRA Series 28, Certified Financial..., LA Insurance LHA, Securities Regulation, UK FSA, Compliance, LATAM, CA Insurance License, Fixed Annuities, Variable Annuities, Notary Public, TN Insurance License, FL Insurance License, Social Media Regulation..., FINRA, FSA, Series 63, Securities, NAIC Model Regulation, Finance, Asset Management, Series 7, Broker-Dealer, Risk Management, SEC, Equities, Series 24
Education
Merrill Lynch, Princeton Program 1999 — 2000
CFM, Financial Management
Keio University 1997 — 1998
Certificate, Japanese Studies
Temple University - Fox School of Business and Management 1994 — 1996
M.A., Economics
Teachers College of Columbia University 1992 — 1994
M.A., TESOL
Loyola University New Orleans 1986 — 1988
B.A., French
Scott Hanish Scott Hanish's Foothill Securities, Inc. Experience September 2009 - Present
Job Private Wealth Management
Industry Investment Management
Experience
Scott Hanish, LLC March 1999 - Present
Foothill Securities, Inc. September 2009 - Present
CUE Financial Group, Inc. March 1999 - Present
Hanish Business Ventures, LLC May 2009 - Present
Zinger Bat Company February 2012 - Present
Surprise Fighting Falcons June 2005 - August 2005
Heartland League July 1998 - July 1998
Skills
Real Estate, Securities, Financial Planning, Series 7, Strategic Planning, 401k, Business Planning, Business Strategy, Investments, Insurance, Asset Management, Retirement Planning, Risk Management, Portfolio Management, Financial Analysis, Estate Planning, Wealth Management, Mutual Funds, Equities, Asset Allocation, Sporting Goods, Baseball, Investment Advisory, Investment Strategies, Retirement, Annuities, Retirement Income..., Trading, Financial Markets, Alternative Investments
Education
Florida International University - College of Business 1996 — 1998
Bachelor of Business Administration, Business Management / Finance
Central Arizona College 1995 — 1996
AA, Business Focus
Scott Hanish, LLC March 1999 - Present
Foothill Securities, Inc. September 2009 - Present
CUE Financial Group, Inc. March 1999 - Present
Hanish Business Ventures, LLC May 2009 - Present
Zinger Bat Company February 2012 - Present
Surprise Fighting Falcons June 2005 - August 2005
Heartland League July 1998 - July 1998
Skills
Real Estate, Securities, Financial Planning, Series 7, Strategic Planning, 401k, Business Planning, Business Strategy, Investments, Insurance, Asset Management, Retirement Planning, Risk Management, Portfolio Management, Financial Analysis, Estate Planning, Wealth Management, Mutual Funds, Equities, Asset Allocation, Sporting Goods, Baseball, Investment Advisory, Investment Strategies, Retirement, Annuities, Retirement Income..., Trading, Financial Markets, Alternative Investments
Education
Florida International University - College of Business 1996 — 1998
Bachelor of Business Administration, Business Management / Finance
Central Arizona College 1995 — 1996
AA, Business Focus
Daniel V. Hawley, CFP Daniel V. Hawley, CFP's Foothill Securities, Inc. Experience September 2009 - Present
Job Investment Advisor
Industry Financial Services
Experience
Foothill Securities, Inc. September 2009 - Present
Hawley Advisors September 1996 - Present
Associated Securities, Associated Planners Investment Advisory May 1996 - September 2009
Skills
Investment Advisory, Series 7, Securities, Investment Strategies, Financial Advisory, Portfolio Management, Asset Management, Asset Allocation, Financial Planners, Retirement Planning, Wealth Management, IRAs, Retirement, Investments, Asset Managment, Financial Services, Series 24, Series 63, 401k, Mutual Funds, Fixed Annuities, Estate Planning, Strategic Financial..., Series 65
Education
College for Financial Planning 1983 — 1984
CFP coursework, Certified Financial Planner / CFP
Foothill Securities, Inc. September 2009 - Present
Hawley Advisors September 1996 - Present
Associated Securities, Associated Planners Investment Advisory May 1996 - September 2009
Skills
Investment Advisory, Series 7, Securities, Investment Strategies, Financial Advisory, Portfolio Management, Asset Management, Asset Allocation, Financial Planners, Retirement Planning, Wealth Management, IRAs, Retirement, Investments, Asset Managment, Financial Services, Series 24, Series 63, 401k, Mutual Funds, Fixed Annuities, Estate Planning, Strategic Financial..., Series 65
Education
College for Financial Planning 1983 — 1984
CFP coursework, Certified Financial Planner / CFP
Katelyn White Katelyn White's Foothill Securities, Inc. Experience January 2011 - December 2012
Job Marketing Coordinator at 3292 Brands
Industry Entertainment
Experience
3292 Brands May 2014 - Present
Julian's Patisserie September 2014 - June 2015
3292 Brands 2014 - 2015
California Pizza Kitchen May 2013 - October 2013
Foothill Securities, Inc. January 2011 - December 2012
LA Dance Magic June 2011 - June 2012
The Next Step Dance Studio October 2010 - June 2012
Skills
Highly motivated..., People-oriented, Creative Problem Solving, Entrepreneurship, Public Speaking, Writing, English, Microsoft Excel, Microsoft Word, PowerPoint, Compliance, Time Management, Teaching, Organizational..., Customer Service, Customer Driven, Food Service, Jazz Dance, Classical Ballet, Ballroom Dance, Contemporary Dance, Hip-Hop Dance, Choreography, Creativity, Singing, Innovation, Teamwork, Team Building, Social Media, Event Planning, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, English Minor, Dance Minor, Junior Standing
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
3292 Brands May 2014 - Present
Julian's Patisserie September 2014 - June 2015
3292 Brands 2014 - 2015
California Pizza Kitchen May 2013 - October 2013
Foothill Securities, Inc. January 2011 - December 2012
LA Dance Magic June 2011 - June 2012
The Next Step Dance Studio October 2010 - June 2012
Skills
Highly motivated..., People-oriented, Creative Problem Solving, Entrepreneurship, Public Speaking, Writing, English, Microsoft Excel, Microsoft Word, PowerPoint, Compliance, Time Management, Teaching, Organizational..., Customer Service, Customer Driven, Food Service, Jazz Dance, Classical Ballet, Ballroom Dance, Contemporary Dance, Hip-Hop Dance, Choreography, Creativity, Singing, Innovation, Teamwork, Team Building, Social Media, Event Planning, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, English Minor, Dance Minor, Junior Standing
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Mike Blaes Mike Blaes's Foothill Securities, Inc. Experience January 2014 - Present
Job Certified Financial Planner(R)
Industry Financial Services
Experience
Foothill Securities, Inc. January 2014 - Present
Mike Blaes October 2005 - April 2015
Edward Jones 2008 - 2013
Skills
- Hold a Series 7 and..., Financial Planning, Finance, Wealth, Income Protection, Retirement Planning, Wealth Management, Retirement, Investments, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Series 7, Estate Planning, Life Insurance, Bonds, Long Term Care Insurance
Education
Florida Institute of Technology 1987 — 1989
Master of Science (MS), Management
University of Missouri-Columbia 1975 — 1978
Bachelor of Science (B.S.) , Mechanical Engineering
Foothill Securities, Inc. January 2014 - Present
Mike Blaes October 2005 - April 2015
Edward Jones 2008 - 2013
Skills
- Hold a Series 7 and..., Financial Planning, Finance, Wealth, Income Protection, Retirement Planning, Wealth Management, Retirement, Investments, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Series 7, Estate Planning, Life Insurance, Bonds, Long Term Care Insurance
Education
Florida Institute of Technology 1987 — 1989
Master of Science (MS), Management
University of Missouri-Columbia 1975 — 1978
Bachelor of Science (B.S.) , Mechanical Engineering
Stephen R Kareta's Foothill Securities, Inc. Experience 2006 - Present
Job Vice President of Sales and Business Development at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. 2006 - Present
Financial Services Industry September 2011 - September 2015
Merrill Lynch 2002 - 2006
Winderstick Consulting 1993 - 2002
Paine Webber 1987 - 1993
EF Hutton 1983 - 1987
Digital Equipment Corporation 1981 - 1983
General Mills, INC 1977 - 1981
Skills
Business Development, Investments, Executive Management, Financial Services, Strategic Financial..., Strategic Planning, Sales, Portfolio Management, Business Planning, Risk Management, Public Speaking
Education
Bentley University 1975 — 1977
BS, Accounting
Central Connecticut State University 1973 — 1975
bs, Accounting /Business
Foothill Securities, Inc. 2006 - Present
Financial Services Industry September 2011 - September 2015
Merrill Lynch 2002 - 2006
Winderstick Consulting 1993 - 2002
Paine Webber 1987 - 1993
EF Hutton 1983 - 1987
Digital Equipment Corporation 1981 - 1983
General Mills, INC 1977 - 1981
Skills
Business Development, Investments, Executive Management, Financial Services, Strategic Financial..., Strategic Planning, Sales, Portfolio Management, Business Planning, Risk Management, Public Speaking
Education
Bentley University 1975 — 1977
BS, Accounting
Central Connecticut State University 1973 — 1975
bs, Accounting /Business
Maria Edmonds-Zediker's Foothill Securities, Inc. Experience 2007 - 2009
Job Certified Financial Planner(R)
Industry Financial Services
Experience
Self-employed June 2009 - Present
Santa Clara Chamber of Commerce 2000 - Present
Foothill Securities, Inc. 2007 - 2009
Waddell & Reed 1999 - 2007
Skills
Strategic Financial..., Retirement, Fixed Annuities, Wealth Management, Estate Planning, IRAs, Asset Allocation, 401k, Investment Advisory, Investment Strategies, Financial Advisory, Financial Planners, Financial Planning, Mutual Funds, Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Small Business, Leadership, Marketing, Management, Social Networking, Retirement Planning
Education
Boston University 2006 — 2007
Certificate for Financial Planning
Pulaski High School, Milwaukee, WI 1965 — 1967
Self-employed June 2009 - Present
Santa Clara Chamber of Commerce 2000 - Present
Foothill Securities, Inc. 2007 - 2009
Waddell & Reed 1999 - 2007
Skills
Strategic Financial..., Retirement, Fixed Annuities, Wealth Management, Estate Planning, IRAs, Asset Allocation, 401k, Investment Advisory, Investment Strategies, Financial Advisory, Financial Planners, Financial Planning, Mutual Funds, Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Small Business, Leadership, Marketing, Management, Social Networking, Retirement Planning
Education
Boston University 2006 — 2007
Certificate for Financial Planning
Pulaski High School, Milwaukee, WI 1965 — 1967
Karen Contos Karen Contos's Foothill Securities, Inc. Experience February 2006 - October 2008
Job Client Service Specialist at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2015 - Present
Partnering for Progress March 2012 - July 2014
Spokane Public Schools October 2009 - June 2011
Foothill Securities, Inc. February 2006 - October 2008
ZRC Financial Services August 1998 - February 2006
City of San Jose 1990 - 1993
Skills
Advanced User of..., Public Speaking, Strategic Planning, Board Development, Research, Public Relations, 401k, Strategic Financial..., Corporate Communications, Blogging, Leadership, Social Networking, Event Planning, Community Development, Grant Writing, Marketing Communications, Grants, Press Releases, Facebook, Marketing, Editing, Email Marketing, Newsletters, Management
Education
University of California, Berkeley 1980 — 1984
B.S., Business Administration
California State University, Fresno 1981 — 1982
General Education
Ameriprise Financial May 2015 - Present
Partnering for Progress March 2012 - July 2014
Spokane Public Schools October 2009 - June 2011
Foothill Securities, Inc. February 2006 - October 2008
ZRC Financial Services August 1998 - February 2006
City of San Jose 1990 - 1993
Skills
Advanced User of..., Public Speaking, Strategic Planning, Board Development, Research, Public Relations, 401k, Strategic Financial..., Corporate Communications, Blogging, Leadership, Social Networking, Event Planning, Community Development, Grant Writing, Marketing Communications, Grants, Press Releases, Facebook, Marketing, Editing, Email Marketing, Newsletters, Management
Education
University of California, Berkeley 1980 — 1984
B.S., Business Administration
California State University, Fresno 1981 — 1982
General Education
David Murphy, CFP® David Murphy, CFP®'s Foothill Securities, Inc. Experience May 2005 - August 2010
Job Regional Sales Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
LearnVest, Inc. August 2013 - December 2014
USAA August 2010 - July 2013
Foothill Securities, Inc. May 2005 - August 2010
Ameriprise Financial Services, Inc. April 2004 - April 2005
Education
University of Northern Iowa 1988 — 1992
Bachelor of Arts (B.A.)
DeVry Institute of Technology
Bachelor of Science (B.S.)
MassMutual Financial Group January 2015 - Present
LearnVest, Inc. August 2013 - December 2014
USAA August 2010 - July 2013
Foothill Securities, Inc. May 2005 - August 2010
Ameriprise Financial Services, Inc. April 2004 - April 2005
Education
University of Northern Iowa 1988 — 1992
Bachelor of Arts (B.A.)
DeVry Institute of Technology
Bachelor of Science (B.S.)
Steve G. Shipp, CRCP Steve G. Shipp, CRCP's Foothill Securities, Inc. Experience 2008 - 2015
Job Operations at Parsons Financial Advisors
Industry Financial Services
Experience
Parsons Financial Advisors 2015 - Present
Foothill Securities, Inc. 2008 - 2015
Geneos Wealth Management 2007 - 2008
Provident Credit Union 2005 - 2007
Region of Financial Network Investment Corporation 2000 - 2005
A.G. Edwards & Sons 1996 - 2000
Prudential Insurance 1996 - 1996
PlanMember Financial Corporation 1989 - 1995
First Eagle Investment Banker 1989 - 1989
Skills
Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory, Project Management, Chief Compliance Officer, Technology, Surveillance, Risk Management, Sales Management, Supervision, Management, Sales, Insurance, California Life..., Risk & Controls Testing, Complaint Resolution, Branch Inspections, Compliance Training, AML Compliance Officer, Operations Management, Alternative Investments, Arbitration, Mediation, Regulatory Examinations, Board of Directors..., Securities, Mutual Funds, Investments, Financial Planning, Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CRCP Program
California State University-Chico
Parsons Financial Advisors 2015 - Present
Foothill Securities, Inc. 2008 - 2015
Geneos Wealth Management 2007 - 2008
Provident Credit Union 2005 - 2007
Region of Financial Network Investment Corporation 2000 - 2005
A.G. Edwards & Sons 1996 - 2000
Prudential Insurance 1996 - 1996
PlanMember Financial Corporation 1989 - 1995
First Eagle Investment Banker 1989 - 1989
Skills
Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory, Project Management, Chief Compliance Officer, Technology, Surveillance, Risk Management, Sales Management, Supervision, Management, Sales, Insurance, California Life..., Risk & Controls Testing, Complaint Resolution, Branch Inspections, Compliance Training, AML Compliance Officer, Operations Management, Alternative Investments, Arbitration, Mediation, Regulatory Examinations, Board of Directors..., Securities, Mutual Funds, Investments, Financial Planning, Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CRCP Program
California State University-Chico
Christine Flynn-Bazzini's Foothill Securities, Inc. Experience September 1989 - September 2009
Job Compliance Specialist (Investment Securities)
Industry Financial Services
Experience
Self Employed Compliance Specialist and Hub International Investment Services, Inc. March 2011 - Present
Foothill Securities, Inc. September 1989 - September 2009
Foothill Securities, Inc September 1989 - September 2009
Christopher Weil & Co July 1988 - September 1989
Merrill Lynch, Pierce Fenner and Smith March 1980 - June 1985
Merrill Lynch June 1974 - August 1976
Skills
Securities, Investments, Series 7, FINRA, Series 24, Mutual Funds, Wealth Management, Real Estate, Hold Series 7, Hold Series 24, Hold Series 27, Hold Series 63, Retirement Planning
Education
Cabrillo College 1989 — 1992
Business Administration, Computer Science
Florida State University - College of Business 1976 — 1979
Broward College 1973 — 1974
Self Employed Compliance Specialist and Hub International Investment Services, Inc. March 2011 - Present
Foothill Securities, Inc. September 1989 - September 2009
Foothill Securities, Inc September 1989 - September 2009
Christopher Weil & Co July 1988 - September 1989
Merrill Lynch, Pierce Fenner and Smith March 1980 - June 1985
Merrill Lynch June 1974 - August 1976
Skills
Securities, Investments, Series 7, FINRA, Series 24, Mutual Funds, Wealth Management, Real Estate, Hold Series 7, Hold Series 24, Hold Series 27, Hold Series 63, Retirement Planning
Education
Cabrillo College 1989 — 1992
Business Administration, Computer Science
Florida State University - College of Business 1976 — 1979
Broward College 1973 — 1974
Harry Rubins's Foothill Securities, Inc. Experience January 1987 - Present
Job Financial Consultant at Rubins Financial Strategies
Industry Financial Services
Experience
Rubins Financial Strategies 2011 - Present
Ed Slott's Master Elite IRA Advisor Group 2007 - Present
Foothill Securities, Inc. January 1987 - Present
Skills
Financial Planning, 401k, IRA's, Retirement, Asset Management, Retirement Planning, Estate Planning, Series 7, Mutual Funds, Investments, Wealth Management, Insurance Planning, Retirement Income..., Long Term Care
Education
Purdue University
Rubins Financial Strategies 2011 - Present
Ed Slott's Master Elite IRA Advisor Group 2007 - Present
Foothill Securities, Inc. January 1987 - Present
Skills
Financial Planning, 401k, IRA's, Retirement, Asset Management, Retirement Planning, Estate Planning, Series 7, Mutual Funds, Investments, Wealth Management, Insurance Planning, Retirement Income..., Long Term Care
Education
Purdue University
Kathryn Spelman's Foothill Securities, Inc. Experience 2006 - Present
Job Owner, Mount, Spelman & Fingerman, P.C.
Industry Law Practice
Experience
Mount, Spelman & Fingerman, P.C. 1992 - Present
Three Stones Wellness, LLC March 2013 - Present
Foothill Securities, Inc. 2006 - Present
Hollman, Wertheimer & Wallenstein 1990 - 1991
Skills
Intellectual Property, Trade Secrets, Litigation, Trademarks, Dispute Resolution, Alternative Dispute..., Business Strategy, Business Intelligence, Civil Litigation, Employee Training, Employment Law, Commercial Litigation, Negotiation, Strategic Planning, Small Business, Patent Litigation, Licensing, Copyright Law, Legal Research, Public Speaking, Corporate Law, Legal Writing
Education
University of San Diego School of Law 1987 — 1991
Doctor of Law (JD)
California State University-Chico 1983 — 1987
B.A., International Relations
Mount, Spelman & Fingerman, P.C. 1992 - Present
Three Stones Wellness, LLC March 2013 - Present
Foothill Securities, Inc. 2006 - Present
Hollman, Wertheimer & Wallenstein 1990 - 1991
Skills
Intellectual Property, Trade Secrets, Litigation, Trademarks, Dispute Resolution, Alternative Dispute..., Business Strategy, Business Intelligence, Civil Litigation, Employee Training, Employment Law, Commercial Litigation, Negotiation, Strategic Planning, Small Business, Patent Litigation, Licensing, Copyright Law, Legal Research, Public Speaking, Corporate Law, Legal Writing
Education
University of San Diego School of Law 1987 — 1991
Doctor of Law (JD)
California State University-Chico 1983 — 1987
B.A., International Relations
Taya (Dahl) Kirby Taya (Dahl) Kirby's Foothill Securities, Inc. Experience August 2013 - January 2015
Job Earnest
Industry Financial Services
Experience
Earnest Inc. February 2015 - Present
Foothill Securities, Inc. August 2013 - January 2015
San Francisco Federal Credit Unoin October 2011 - June 2013
San Mateo Credit Union March 2004 - April 2010
American General Financial Services February 2002 - February 2004
WESTCORP 1994 - 1995
Skills
Loans, Consumer Lending, Banking, Credit, Credit Unions, Loss Mitigation, Residential Mortgages, Customer Service, Sales, Management, Credit Analysis, Investments, Retail Banking, Mortgage Lending, Financial Analysis, Risk Management, Funding, Mortgage Banking
Education
Skyline College 1988 — 1990
N/A, General/Business
Earnest Inc. February 2015 - Present
Foothill Securities, Inc. August 2013 - January 2015
San Francisco Federal Credit Unoin October 2011 - June 2013
San Mateo Credit Union March 2004 - April 2010
American General Financial Services February 2002 - February 2004
WESTCORP 1994 - 1995
Skills
Loans, Consumer Lending, Banking, Credit, Credit Unions, Loss Mitigation, Residential Mortgages, Customer Service, Sales, Management, Credit Analysis, Investments, Retail Banking, Mortgage Lending, Financial Analysis, Risk Management, Funding, Mortgage Banking
Education
Skyline College 1988 — 1990
N/A, General/Business
Julie Olsen, CFA's Foothill Securities, Inc. Experience March 2013 - Present
Job Director of Research at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. March 2013 - Present
Alliance of Independent Broker Dealers May 2005 - January 2013
Kemper CPA January 2001 - April 2005
Skills
Due Diligence, Tax, Alternative Investments, Accounting, Tax Preparation, Financial Analysis, Financial Reporting, Analysis, Risk Management, Financial Modeling, Bookkeeping
Education
Dordt College 1997 — 2000
Bachelor of Arts, Business Administration: Information Systems Emphasis
Foothill Securities, Inc. March 2013 - Present
Alliance of Independent Broker Dealers May 2005 - January 2013
Kemper CPA January 2001 - April 2005
Skills
Due Diligence, Tax, Alternative Investments, Accounting, Tax Preparation, Financial Analysis, Financial Reporting, Analysis, Risk Management, Financial Modeling, Bookkeeping
Education
Dordt College 1997 — 2000
Bachelor of Arts, Business Administration: Information Systems Emphasis
Sally Nordwall-Echols's Foothill Securities, Inc. Experience May 2003 - December 2010
Job Full Service Financial Advisor. I place securities through Foothill Securities, Inc.
Industry Financial Services
Experience
Sally J Nordwall December 2012 - Present
NAIW 1972 - Present
Foothill Securities, Inc. May 2003 - December 2010
SWS Financial Services May 1991 - May 2003
Skills
Insurance, Commercial Insurance, Fixed Annuities, Underwriting, Risk Management, Financial Services, General Insurance, Retirement Planning, Investments, Retirement, Property & Casualty..., Term Life Insurance, Life Insurance, Liability, 401k, Workers Compensation, Casualty, Long-term Care, Finance, Estate Planning, Small Business, Customer Service, Financial Planners, Professional Liability
Education
Ripon College
University of Minnesota-Twin Cities
Sally J Nordwall December 2012 - Present
NAIW 1972 - Present
Foothill Securities, Inc. May 2003 - December 2010
SWS Financial Services May 1991 - May 2003
Skills
Insurance, Commercial Insurance, Fixed Annuities, Underwriting, Risk Management, Financial Services, General Insurance, Retirement Planning, Investments, Retirement, Property & Casualty..., Term Life Insurance, Life Insurance, Liability, 401k, Workers Compensation, Casualty, Long-term Care, Finance, Estate Planning, Small Business, Customer Service, Financial Planners, Professional Liability
Education
Ripon College
University of Minnesota-Twin Cities
Paul Podrid's Foothill Securities, Inc. Experience 2002 - Present
Job Owner, Morgan Lev Financial Corp
Industry Financial Services
Experience
Foothill Securities, Inc. 2002 - Present
Morgan Lev Financial Corp 1996 - Present
Education
Columbia University in the City of New York
Master's Degree, Economics
Queens College
Bachelor's Degree, Economics
University of California, Hastings College of the Law
Juris Doctor (J.D.), Law
Foothill Securities, Inc. 2002 - Present
Morgan Lev Financial Corp 1996 - Present
Education
Columbia University in the City of New York
Master's Degree, Economics
Queens College
Bachelor's Degree, Economics
University of California, Hastings College of the Law
Juris Doctor (J.D.), Law
Beth Searcy's Foothill Securities, Inc. Experience December 2011 - Present
Job at Galvin Gaustad & Stein LLC
Industry Financial Services
Experience
Galvin Gaustad & Stein LLC June 2010 - Present
Foothill Securities, Inc. December 2011 - Present
FSC Securities Corp September 2008 - December 2011
AeGIS Financial Group, Inc. September 2008 - June 2010
ING Financial Advisers, LLC May 2000 - September 2008
Skills
Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Microsoft Office, Program Management, Insurance, Financial Analysis, Finance, Small Business, Banking, Accounting, Investments, Outlook, Analysis
Education
Northern Arizona University, College of Business Administration 1995 — 1999
BSBA, Finance
Galvin Gaustad & Stein LLC June 2010 - Present
Foothill Securities, Inc. December 2011 - Present
FSC Securities Corp September 2008 - December 2011
AeGIS Financial Group, Inc. September 2008 - June 2010
ING Financial Advisers, LLC May 2000 - September 2008
Skills
Microsoft Excel, Customer Service, Strategic Planning, Process Improvement, Microsoft Office, Program Management, Insurance, Financial Analysis, Finance, Small Business, Banking, Accounting, Investments, Outlook, Analysis
Education
Northern Arizona University, College of Business Administration 1995 — 1999
BSBA, Finance
John Reuscher's Foothill Securities, Inc. Experience 1975 - Present
Job an independent financial advisor
Industry Financial Services
Experience
Foothill Securities, Inc. 1975 - Present
Education
San Joaquin Delta College 1972 — 1974
AA
Santa Clara University 1970 — 1972
Foothill Securities, Inc. 1975 - Present
Education
San Joaquin Delta College 1972 — 1974
AA
Santa Clara University 1970 — 1972
Brandyn Cavin's Foothill Securities, Inc. Experience June 2006 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Foothill Securities, Inc. June 2006 - Present
Mercer Advisors July 2001 - May 2006
Skills
Investment Advisory, Retirement, Retirement Planning, Wealth Management
Education
University of California, Santa Barbara 1999 — 2001
Bachelor's degree, Business-Economics
Foothill Securities, Inc. June 2006 - Present
Mercer Advisors July 2001 - May 2006
Skills
Investment Advisory, Retirement, Retirement Planning, Wealth Management
Education
University of California, Santa Barbara 1999 — 2001
Bachelor's degree, Business-Economics
Greg Aynesworth's Foothill Securities, Inc. Experience February 2004 - Present
Job Investment Adviser
Industry Financial Services
Experience
Foothill Securities, Inc. February 2004 - Present
Education
University of California, Santa Barbara 1987 — 1991
Foothill Securities, Inc. February 2004 - Present
Education
University of California, Santa Barbara 1987 — 1991
Steve Clarkson's Foothill Securities, Inc. Experience 2004 - Present
Job President, Heritage Investment Management
Industry Investment Management
Experience
Foothill Securities, Inc. 2004 - Present
Heritage Investment Management March 2002 - Present
Pleasanton Chamber of Commerce 2008 - 2010
Foothill Securities 2008 - 2010
Pleasanton Rotary 2004 - 2010
Pleasanton Rotary 2004 - 2010
Pleasanton Chamber of Commerce 2004 - 2005
Hitachi PC 1995 - 1998
Viacom Cable Division 1989 - 1994
Skills
Human Resources, Retirement Planning, Investments, Wealth Management, Strategic Financial..., 401k, Estate Planning, Asset Managment, Mutual Funds, Investment Advisory, Retirement, Public Speaking, Series 7, Fundraising, Investment Properties
Education
Wayne State University 1971 — 1972
MBA, Finance/Management
Albion College 1961 — 1964
Bachelor of Arts (B.A.), Economics
Foothill Securities, Inc. 2004 - Present
Heritage Investment Management March 2002 - Present
Pleasanton Chamber of Commerce 2008 - 2010
Foothill Securities 2008 - 2010
Pleasanton Rotary 2004 - 2010
Pleasanton Rotary 2004 - 2010
Pleasanton Chamber of Commerce 2004 - 2005
Hitachi PC 1995 - 1998
Viacom Cable Division 1989 - 1994
Skills
Human Resources, Retirement Planning, Investments, Wealth Management, Strategic Financial..., 401k, Estate Planning, Asset Managment, Mutual Funds, Investment Advisory, Retirement, Public Speaking, Series 7, Fundraising, Investment Properties
Education
Wayne State University 1971 — 1972
MBA, Finance/Management
Albion College 1961 — 1964
Bachelor of Arts (B.A.), Economics
Greg Culver's Foothill Securities, Inc. Experience May 2014 - Present
Job Chief Operating Officer at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. May 2014 - Present
Foothill Securities, Inc. July 2013 - Present
Foothill Securities, Inc. January 2012 - Present
Dollarhide Financial Group, LLC a general agency of MassMutual January 2011 - May 2011
Self Employed August 2009 - December 2010
Credit Union Financial Network April 2008 - August 2009
Resources Global Professionals 2007 - 2008
Charles Schwab 2000 - 2007
Skills
Investment Advisory, Auditing, Investments, Securities, Mutual Funds, Series 7, Financial Services, FINRA, Asset Management
Education
Murray State University 1976 — 1980
BS, MBA, Economics, Political Science
Foothill Securities, Inc. May 2014 - Present
Foothill Securities, Inc. July 2013 - Present
Foothill Securities, Inc. January 2012 - Present
Dollarhide Financial Group, LLC a general agency of MassMutual January 2011 - May 2011
Self Employed August 2009 - December 2010
Credit Union Financial Network April 2008 - August 2009
Resources Global Professionals 2007 - 2008
Charles Schwab 2000 - 2007
Skills
Investment Advisory, Auditing, Investments, Securities, Mutual Funds, Series 7, Financial Services, FINRA, Asset Management
Education
Murray State University 1976 — 1980
BS, MBA, Economics, Political Science
Stephen R. Kareta's Foothill Securities, Inc. Experience Vice President SalesMerrill LynchFebruary 2006 - September 2006
Job Vice President Sales / Business Development at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. Vice President SalesMerrill LynchFebruary 2006 - September 2006
Paine Webber November 1987 - September 1996
E F Hutton February 1983 - November 1987
Education
Bentley University 1973 — 1977
BS, Accounting / Economics
Foothill Securities, Inc. Vice President SalesMerrill LynchFebruary 2006 - September 2006
Paine Webber November 1987 - September 1996
E F Hutton February 1983 - November 1987
Education
Bentley University 1973 — 1977
BS, Accounting / Economics
Juan Mondragon's Foothill Securities, Inc. Experience 2007 - June 2011
Job Chief Operating Officer at Boursa Investments
Industry Financial Services
Experience
Boursa Investments 2011 - Present
Foothill Securities, Inc. 2007 - June 2011
Arka Securities (Currently IXE Securities) 2005 - 2006
Skills
Series 7, Series 4, Series 24, Series 53, Series 65, Portfolio Management, Series 55, Series 63, Investments, Securities, Financial Services, Bonds, Alternative Investments, Public Speaking, Investment Advisory, Equity Trading, Customer Service, Risk Management, Microsoft Office, Social Media, Back Office, Microsoft Excel, Strategic Planning, Retirement Planning, Strategic Financial..., Mutual Funds, Asset Management, Asset Allocation, Wealth Management, Investment Strategies, Equities, Options
Education
San Diego State University-California State University 2001 — 2007
Economics, Political Science
Boursa Investments 2011 - Present
Foothill Securities, Inc. 2007 - June 2011
Arka Securities (Currently IXE Securities) 2005 - 2006
Skills
Series 7, Series 4, Series 24, Series 53, Series 65, Portfolio Management, Series 55, Series 63, Investments, Securities, Financial Services, Bonds, Alternative Investments, Public Speaking, Investment Advisory, Equity Trading, Customer Service, Risk Management, Microsoft Office, Social Media, Back Office, Microsoft Excel, Strategic Planning, Retirement Planning, Strategic Financial..., Mutual Funds, Asset Management, Asset Allocation, Wealth Management, Investment Strategies, Equities, Options
Education
San Diego State University-California State University 2001 — 2007
Economics, Political Science
Rex Gardiner's Foothill Securities, Inc. Experience 2009 - Present
Job Chairman of the Board at Footill Securities, Inc.
Industry Investment Management
Experience
Foothill Securities, Inc. 2009 - Present
Footill Securities, Inc. October 1962 - June 2006
Education
San Jose State University 1940 — 1946
Dual, Physics & Industrial Personnel Management
Foothill Securities, Inc. 2009 - Present
Footill Securities, Inc. October 1962 - June 2006
Education
San Jose State University 1940 — 1946
Dual, Physics & Industrial Personnel Management
Bryan Foertsch's Foothill Securities, Inc. Experience April 2004 - November 2013
Job Registered Principal at Cetera Advisors
Industry Financial Services
Experience
Cetera Advisors LLC November 2013 - Present
Foothill Securities, Inc. April 2004 - November 2013
Omni International 1994 - 2001
GE Calma 1987 - 1991
Skills
Series 7, Retirement Planning, Retirement, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, Securities, 401k, Investments, Strategic Financial..., IRAs, Estate Planning, Investment Strategies, Series 24, Alternative Investments, Asset Management, Portfolio Management, Series 6
Education
Mount Saint Mary's College 1966 — 1970
Bachelor of Science (B.S.), Economics and Finance
Blessed Sacrament School Baltimore 1956 — 1961
Grammar School, Eight
Cetera Advisors LLC November 2013 - Present
Foothill Securities, Inc. April 2004 - November 2013
Omni International 1994 - 2001
GE Calma 1987 - 1991
Skills
Series 7, Retirement Planning, Retirement, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, Securities, 401k, Investments, Strategic Financial..., IRAs, Estate Planning, Investment Strategies, Series 24, Alternative Investments, Asset Management, Portfolio Management, Series 6
Education
Mount Saint Mary's College 1966 — 1970
Bachelor of Science (B.S.), Economics and Finance
Blessed Sacrament School Baltimore 1956 — 1961
Grammar School, Eight
Annette Carey (Warga)'s Foothill Securities, Inc. Experience December 1992 - Present
Job Office Manager/Administrator at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. December 1992 - Present
Education
Heald College 1985 — 1986
Business Administration and Management, General
Granada High School 1979 — 1982
Foothill Securities, Inc. December 1992 - Present
Education
Heald College 1985 — 1986
Business Administration and Management, General
Granada High School 1979 — 1982
Caitlin McGinnis's Foothill Securities, Inc. Experience 2012 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Foothill Securities, Inc. 2012 - 2014
Education
Central New Mexico Community College
Foothill Securities, Inc. 2012 - 2014
Education
Central New Mexico Community College
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY