Fraser Financial Group
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Fraser Financial Group Employees
Employee
Years
Job
Industry
Connor Barrett Connor Barrett's Fraser Financial Group Experience June 2013 - August 2013
Job Junior Broker at Palmetto Commercial Properties
Industry Commercial Real Estate
Experience
Palmetto Commercial Properties January 2015 - Present
College of Charleston January 2014 - December 2014
Newmark Grubb Knight Frank June 2014 - August 2014
NAI Avant, LLC January 2014 - May 2014
Fraser Financial Group June 2013 - August 2013
UVSunSense May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Satisfaction, Sales, Customer Retention, Sales Management, Spanish-speaking, CoStar, Argus Modeling, Investments, Social Networking, Finance, Commercial Real Estate, Social Media Marketing, Customer Service, PowerPoint, Public Speaking, Spanish, Event Planning, Social Media
Education
College of Charleston 2010 — 2015
Bachelor of Science (BS), Business Administration and Economics, Commercial Real Estate Concentration
College of Charleston 2010 — 2014
Business Administration and Management, Commercial Real Estate, and Economics
Palmetto Commercial Properties January 2015 - Present
College of Charleston January 2014 - December 2014
Newmark Grubb Knight Frank June 2014 - August 2014
NAI Avant, LLC January 2014 - May 2014
Fraser Financial Group June 2013 - August 2013
UVSunSense May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Satisfaction, Sales, Customer Retention, Sales Management, Spanish-speaking, CoStar, Argus Modeling, Investments, Social Networking, Finance, Commercial Real Estate, Social Media Marketing, Customer Service, PowerPoint, Public Speaking, Spanish, Event Planning, Social Media
Education
College of Charleston 2010 — 2015
Bachelor of Science (BS), Business Administration and Economics, Commercial Real Estate Concentration
College of Charleston 2010 — 2014
Business Administration and Management, Commercial Real Estate, and Economics
Esther Jung, PHR Esther Jung, PHR's Fraser Financial Group Experience June 2009 - July 2010
Job HR Assistant Manager at CJ E&M
Industry Human Resources
Experience
CJ E&M America September 2015 - Present
CJ America, Inc. September 2013 - September 2015
CJ America, Inc. April 2013 - July 2013
Nterway USA June 2011 - December 2012
JC Consulting January 2011 - May 2011
Fraser Financial Group June 2009 - July 2010
New York Life May 2008 - June 2009
Intercultural Affairs Office August 2007 - April 2008
Intercultural Affairs Office September 2006 - April 2007
Skills
Korean, English, Headhunting, Marketing Communications, Able To Multi-task, Problem Solving, Full-cycle Recruiting, Social Media, Recruiting, Training, Human Resources, Entrepreneurship, Management, Applicant Tracking..., Time Management
Education
Pepperdine University 2004 — 2008
B.S, International Business
CJ E&M America September 2015 - Present
CJ America, Inc. September 2013 - September 2015
CJ America, Inc. April 2013 - July 2013
Nterway USA June 2011 - December 2012
JC Consulting January 2011 - May 2011
Fraser Financial Group June 2009 - July 2010
New York Life May 2008 - June 2009
Intercultural Affairs Office August 2007 - April 2008
Intercultural Affairs Office September 2006 - April 2007
Skills
Korean, English, Headhunting, Marketing Communications, Able To Multi-task, Problem Solving, Full-cycle Recruiting, Social Media, Recruiting, Training, Human Resources, Entrepreneurship, Management, Applicant Tracking..., Time Management
Education
Pepperdine University 2004 — 2008
B.S, International Business
Alex Fraser Alex Fraser's Fraser Financial Group Experience September 2005 - Present
Job Owner, Smart Merchant Processing
Industry Consumer Services
Experience
Smart Merchant Processing October 2008 - Present
Fraser Financial Group September 2005 - Present
OneUnited Bank 2004 - 2005
HomeBanc Mortgage July 2001 - July 2004
Skills
Customer Service, Customer Relations, Microsoft Office, Strategic Planning, Public Speaking, Team Building, Marketing, New Business Development, Marketing Strategy, Sales Management, Microsoft Excel, Budgets, Negotiation, Coaching, Sales, Contract Negotiation, Outlook, Microsoft Word
Education
University of Miami - School of Business 1993 — 1997
Management
Smart Merchant Processing October 2008 - Present
Fraser Financial Group September 2005 - Present
OneUnited Bank 2004 - 2005
HomeBanc Mortgage July 2001 - July 2004
Skills
Customer Service, Customer Relations, Microsoft Office, Strategic Planning, Public Speaking, Team Building, Marketing, New Business Development, Marketing Strategy, Sales Management, Microsoft Excel, Budgets, Negotiation, Coaching, Sales, Contract Negotiation, Outlook, Microsoft Word
Education
University of Miami - School of Business 1993 — 1997
Management
Elizabeth Llamas's Fraser Financial Group Experience June 2003 - December 2003
Job Director of Financial Aid at Kaplan Higher Education
Industry Education Management
Experience
Kaplan Higher Education June 2004 - September 2015
Fraser Financial Group June 2003 - December 2003
Skills
CampusVue, Student Financial Aid, Retaining Customers, Campus, Admissions, Student Affairs, Higher Education, Staff Development, Adult Education, Accreditation, Leadership Development, Student Loans, Enrollment Management, Public Speaking, Educational Leadership, Coaching, Team Building, Training, Customer Service, Strategic Planning
Education
Kaplan University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kaplan University 2008 — 2012
BS, Management
Kaplan Higher Education June 2004 - September 2015
Fraser Financial Group June 2003 - December 2003
Skills
CampusVue, Student Financial Aid, Retaining Customers, Campus, Admissions, Student Affairs, Higher Education, Staff Development, Adult Education, Accreditation, Leadership Development, Student Loans, Enrollment Management, Public Speaking, Educational Leadership, Coaching, Team Building, Training, Customer Service, Strategic Planning
Education
Kaplan University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kaplan University 2008 — 2012
BS, Management
Allen Komori's Fraser Financial Group Experience November 2009 - November 2011
Job Financial Planner
Industry Financial Services
Experience
Allen S. Komori August 2010 - Present
Fraser Financial Group November 2009 - November 2011
Skills
Retirement Planning, Financial Analysis, Disclosure, Investments, Insurance, Retirement, FINRA, Securities, Strategic Financial..., Investment Advisory, Financial Advisory, Wealth Management, Uniform Combined State..., Risk Management, Financial Reporting, Wealth, Mutual Funds, Disability Insurance, 401k, Series 6, Series 7, Series 63, Financial Planning
Education
University of La Verne
BS, Business Administration, Finance
Allen S. Komori August 2010 - Present
Fraser Financial Group November 2009 - November 2011
Skills
Retirement Planning, Financial Analysis, Disclosure, Investments, Insurance, Retirement, FINRA, Securities, Strategic Financial..., Investment Advisory, Financial Advisory, Wealth Management, Uniform Combined State..., Risk Management, Financial Reporting, Wealth, Mutual Funds, Disability Insurance, 401k, Series 6, Series 7, Series 63, Financial Planning
Education
University of La Verne
BS, Business Administration, Finance
William Holliday William Holliday's Fraser Financial Group Experience 2014 - Present
Job Financial Consultant at MassMutual Financial Group
Industry Financial Services
Experience
Fraser Financial Group 2014 - Present
Skills
Wealth Management, Retirement Planning, Retirement, Portfolio Management, Insurance, Finance, Marketing, Financial Analysis, Banking, Credit, Management, Life Insurance, Term Life Insurance, Whole Life, Estate Planning, Marketing Strategy, Social Media, Customer Service, Disability Insurance, Public Speaking
Education
University of Southern California 2011 — 2013
Bachelor of Arts (B.A.), Economics w/ minor in Business Law
Los Angeles City College 2009 — 2011
Associate of Arts (AA), Marketing, Summa Cum Laude
Fraser Financial Group 2014 - Present
Skills
Wealth Management, Retirement Planning, Retirement, Portfolio Management, Insurance, Finance, Marketing, Financial Analysis, Banking, Credit, Management, Life Insurance, Term Life Insurance, Whole Life, Estate Planning, Marketing Strategy, Social Media, Customer Service, Disability Insurance, Public Speaking
Education
University of Southern California 2011 — 2013
Bachelor of Arts (B.A.), Economics w/ minor in Business Law
Los Angeles City College 2009 — 2011
Associate of Arts (AA), Marketing, Summa Cum Laude
Mark Burchell, ChFC® Mark Burchell, ChFC®'s Fraser Financial Group Experience August 2006 - April 2011
Job VP, Senior Private Client Advisor, Chartered Financial Consultant, Avid Golfer, Dog Lover
Industry Banking
Experience
City National Bank April 2013 - Present
Partners For Potential 2013 - Present
BNY Mellon Wealth Management April 2011 - 2013
Fraser Financial Group August 2006 - April 2011
Spencer Trask January 1995 - December 2000
Skills
Hedging, Private Banking, Wealth, Strategic Financial..., Investments, Investment Management, Mortgage Lending, Investment Advisory, Asset Allocation, Estate Planning, Financial Advisory, Life Insurance, Financial Services, Insurance, Wealth Management..., Fixed Income, Finance, Banking, Securities, Wealth Management, Asset Management, Mutual Funds, Investment Strategies, Series 7, Retirement Planning, Alternative Investments, Series 63, Portfolio Management, High Net Worth..., Equities, Retirement, Bonds, FINRA, Hedge Funds, Financial Planners, 401k, Trust Services, Loans, Financial Planning, Private Equity, Financial Analysis, Risk Management, Credit
Education
Southern Connecticut State University 1990 — 1994
Seymour High School 1986 — 1990
City National Bank April 2013 - Present
Partners For Potential 2013 - Present
BNY Mellon Wealth Management April 2011 - 2013
Fraser Financial Group August 2006 - April 2011
Spencer Trask January 1995 - December 2000
Skills
Hedging, Private Banking, Wealth, Strategic Financial..., Investments, Investment Management, Mortgage Lending, Investment Advisory, Asset Allocation, Estate Planning, Financial Advisory, Life Insurance, Financial Services, Insurance, Wealth Management..., Fixed Income, Finance, Banking, Securities, Wealth Management, Asset Management, Mutual Funds, Investment Strategies, Series 7, Retirement Planning, Alternative Investments, Series 63, Portfolio Management, High Net Worth..., Equities, Retirement, Bonds, FINRA, Hedge Funds, Financial Planners, 401k, Trust Services, Loans, Financial Planning, Private Equity, Financial Analysis, Risk Management, Credit
Education
Southern Connecticut State University 1990 — 1994
Seymour High School 1986 — 1990
Kristin Phillipi Kristin Phillipi's Fraser Financial Group Experience August 2013 - August 2014
Job Planning Associate at Mindshare
Industry Marketing and Advertising
Experience
Mindshare October 2014 - Present
Fraser Financial Group August 2013 - August 2014
Advantage Sales & Marketing June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Marketing, Finance, Customer Service, Financial Services, Life Insurance, Long Term Care Insurance, Employee Benefits, Disability Insurance, Whole Life, Fixed Annuities, Social Media, Leadership
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Arcadia High School 2005 — 2009
Mindshare October 2014 - Present
Fraser Financial Group August 2013 - August 2014
Advantage Sales & Marketing June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Marketing, Finance, Customer Service, Financial Services, Life Insurance, Long Term Care Insurance, Employee Benefits, Disability Insurance, Whole Life, Fixed Annuities, Social Media, Leadership
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Arcadia High School 2005 — 2009
Eric D Hollis Eric D Hollis's Fraser Financial Group Experience August 2014 - Present
Job Independent Insurance Broker at Fraser Financial Group
Industry Financial Services
Experience
Fraser Financial Group August 2014 - Present
Kinecta Federal Credit Union February 2011 - August 2014
State of California January 2005 - December 2009
Chase April 2005 - July 2008
H&R Block December 2003 - April 2004
Skills
Finance, Credit Analysis, Banking, Financial Services, Underwriting, Asset Management, Credit, Valuation, Life Insurance, Disability Insurance, Long Term Care Insurance, Whole Life, Term Life Insurance, Universal Life, Asset Managment, Buy-sell Agreements, College Savings Plans, Key Person Insurance, 401k Rollovers, Social Security
Education
University of California, Los Angeles 2012 — 2015
Post-Graduate Professional Certification, Personal Financial Planning
University of California, Riverside 1997 — 2001
Bachelor of Arts, Economics
Fraser Financial Group August 2014 - Present
Kinecta Federal Credit Union February 2011 - August 2014
State of California January 2005 - December 2009
Chase April 2005 - July 2008
H&R Block December 2003 - April 2004
Skills
Finance, Credit Analysis, Banking, Financial Services, Underwriting, Asset Management, Credit, Valuation, Life Insurance, Disability Insurance, Long Term Care Insurance, Whole Life, Term Life Insurance, Universal Life, Asset Managment, Buy-sell Agreements, College Savings Plans, Key Person Insurance, 401k Rollovers, Social Security
Education
University of California, Los Angeles 2012 — 2015
Post-Graduate Professional Certification, Personal Financial Planning
University of California, Riverside 1997 — 2001
Bachelor of Arts, Economics
Brody Wacker's Fraser Financial Group Experience June 2013 - August 2013
Job Fixed Income Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Konrad Group August 2014 - February 2015
Fraser Financial Group June 2013 - August 2013
Pace Advertising June 2012 - July 2012
Skills
Microsoft Excel, Market Research, Microsoft Office, Marketing, SEO, Teamwork, Advertising, Social Media, Public Speaking, Data Analysis, Sales, Digital Marketing, SAS, Stata, Event Planning, Bloomberg, Business Development, Econometrics, Recruiting, Salesforce.com
Education
Colgate University 2010 — 2014
Bachelor's Degree, Environmental Economics, 3.29/4.00
The American School in London 2008 — 2010
High School, 3.5/4.0
Latymer Upper School 2006 — 2008
High School
Bloomberg LP February 2015 - Present
Konrad Group August 2014 - February 2015
Fraser Financial Group June 2013 - August 2013
Pace Advertising June 2012 - July 2012
Skills
Microsoft Excel, Market Research, Microsoft Office, Marketing, SEO, Teamwork, Advertising, Social Media, Public Speaking, Data Analysis, Sales, Digital Marketing, SAS, Stata, Event Planning, Bloomberg, Business Development, Econometrics, Recruiting, Salesforce.com
Education
Colgate University 2010 — 2014
Bachelor's Degree, Environmental Economics, 3.29/4.00
The American School in London 2008 — 2010
High School, 3.5/4.0
Latymer Upper School 2006 — 2008
High School
Logan Davis Logan Davis's Fraser Financial Group Experience June 2010 - February 2011
Job New Business Manager
Industry Insurance
Experience
Fraser Financial Group June 2010 - February 2011
TIME Financial May 2009 - June 2010
Michel Financial Group July 2007 - January 2009
Education
Pepperdine University 1985 — 1989
Big Bear High
Fraser Financial Group June 2010 - February 2011
TIME Financial May 2009 - June 2010
Michel Financial Group July 2007 - January 2009
Education
Pepperdine University 1985 — 1989
Big Bear High
Mark L. Simon, LUTCF Mark L. Simon, LUTCF's Fraser Financial Group Experience December 2007 - January 2011
Job 401(K) IRA Distribution Specialist/MultGenerational IRA Specialist
Industry Financial Services
Experience
Diversified Benefits Insurance Services May 2005 - Present
Fraser Financial Group December 2007 - January 2011
Esquire Deposition Services 2001 - 2004
Archer Management Services 1999 - 2001
Continental Graphics 1997 - 1998
IKON Office Solutions 1996 - 1997
Skills
Employee Benefits, Retirement, Estate Law, Trust Services, Business Continuity..., Insurance, Small Business, New Business Development, Strategic Planning, Sales, Account Management, Disability Insurance, Negotiation, Public Speaking, Marketing, Coaching, Leadership, Strategic Financial..., Life Insurance, Health Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Investments, Financial Services, Finance, Estate Planning, Long-term Care, 401k, Budgets, Wealth, Financial Planners, Wealth Management, Financial Advisory, Underwriting, Whole Life, Mutual Funds, Critical Illness, Strategy, IRAs, High Net Worth..., Brokers, Financial Planning
Education
California State University-Northridge 1991 — 1994
Bachelor of Arts (B.A.), Psychology
Los Angeles Valley College 1985 — 1990
Economics, Economics
Van Nuys High School 1982 — 1985
Diploma, Business/Commerce, General
Diversified Benefits Insurance Services May 2005 - Present
Fraser Financial Group December 2007 - January 2011
Esquire Deposition Services 2001 - 2004
Archer Management Services 1999 - 2001
Continental Graphics 1997 - 1998
IKON Office Solutions 1996 - 1997
Skills
Employee Benefits, Retirement, Estate Law, Trust Services, Business Continuity..., Insurance, Small Business, New Business Development, Strategic Planning, Sales, Account Management, Disability Insurance, Negotiation, Public Speaking, Marketing, Coaching, Leadership, Strategic Financial..., Life Insurance, Health Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Investments, Financial Services, Finance, Estate Planning, Long-term Care, 401k, Budgets, Wealth, Financial Planners, Wealth Management, Financial Advisory, Underwriting, Whole Life, Mutual Funds, Critical Illness, Strategy, IRAs, High Net Worth..., Brokers, Financial Planning
Education
California State University-Northridge 1991 — 1994
Bachelor of Arts (B.A.), Psychology
Los Angeles Valley College 1985 — 1990
Economics, Economics
Van Nuys High School 1982 — 1985
Diploma, Business/Commerce, General
Garcia Perla Garcia Perla's Fraser Financial Group Experience
Job Financial Services Professional at Fraser Financial Group
Industry Insurance
Experience
Fraser Financial Group
Skills
Disability Insurance, Retirement, Long Term Care Insurance, Customer Service, Insurance, Social Media
Education
University of Santo Tomas
Fraser Financial Group
Skills
Disability Insurance, Retirement, Long Term Care Insurance, Customer Service, Insurance, Social Media
Education
University of Santo Tomas
Christen Berman Christen Berman's Fraser Financial Group Experience March 2009 - Present
Job Financial Services Professional at Fraser Financial Group
Industry Financial Services
Experience
PS Profit Strategies June 2010 - Present
Fraser Financial Group March 2009 - Present
Skills
Disability Insurance, Insurance, Retirement Planning, Employee Benefits, Retirement, Long-term Care, Sales, Financial Services, Marketing, Long Term Care Insurance, Life Insurance, Small Business, Term Life Insurance, Finance, Sales Management, Strategic Financial..., Fixed Annuities, Wealth Accumulation, Estate Planning, Risk Management, Business Planning, 401k, Financial Planning, Financial Planners, Financial Analysis, IRAs, Wealth, Long Term Care
Education
San Diego State University-California State University
Bachelor of Science (BS)
San Diego State University-California State University
Bachelor of Science (B.S.), Foods, Nutrition, and Wellness Studies, General
PS Profit Strategies June 2010 - Present
Fraser Financial Group March 2009 - Present
Skills
Disability Insurance, Insurance, Retirement Planning, Employee Benefits, Retirement, Long-term Care, Sales, Financial Services, Marketing, Long Term Care Insurance, Life Insurance, Small Business, Term Life Insurance, Finance, Sales Management, Strategic Financial..., Fixed Annuities, Wealth Accumulation, Estate Planning, Risk Management, Business Planning, 401k, Financial Planning, Financial Planners, Financial Analysis, IRAs, Wealth, Long Term Care
Education
San Diego State University-California State University
Bachelor of Science (BS)
San Diego State University-California State University
Bachelor of Science (B.S.), Foods, Nutrition, and Wellness Studies, General
Ligia Rosales Ligia Rosales's Fraser Financial Group Experience July 2009 - August 2009
Job Law School Candidate
Industry International Affairs
Experience
Yolo Superior Court October 2014 - June 2015
Colegio Chamberí April 2013 - June 2013
Davis Intervaristy August 2012 - June 2013
Davis Intervarsity August 2011 - June 2012
Fraser Financial Group July 2009 - August 2009
Skills
Teamwork, Bilingual, Research, Organized Multi-tasker, Time Management, Art History, World History, International Relations, Keen Listener, PowerPoint, Tourism, Translation, Microsoft Word, Writing, Youth Ministry, Youth Work, Fundraising, Public Speaking, Higher Education, Teaching, Microsoft Office, Data Analysis, Event Planning, Spanish
Education
University of California, Davis 2010 — 2014
Bachelor’s Degree, History and International Relations Double Minors: Spanish and Hemispheric Institute on the Americas
Yolo Superior Court October 2014 - June 2015
Colegio Chamberí April 2013 - June 2013
Davis Intervaristy August 2012 - June 2013
Davis Intervarsity August 2011 - June 2012
Fraser Financial Group July 2009 - August 2009
Skills
Teamwork, Bilingual, Research, Organized Multi-tasker, Time Management, Art History, World History, International Relations, Keen Listener, PowerPoint, Tourism, Translation, Microsoft Word, Writing, Youth Ministry, Youth Work, Fundraising, Public Speaking, Higher Education, Teaching, Microsoft Office, Data Analysis, Event Planning, Spanish
Education
University of California, Davis 2010 — 2014
Bachelor’s Degree, History and International Relations Double Minors: Spanish and Hemispheric Institute on the Americas
Elise Lee's Fraser Financial Group Experience 2013 - 2014
Job Insurance and Financial Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
Fraser Financial Group 2013 - 2014
Beverly Hills Tutoring Center 2013 - 2014
UCLA Fund 2012 - 2014
Skills
Wealth Distribution, Life Insurance, Retirement Planning, Education Funding, Estate Planning, Fixed Annuities, Long Term Care Insurance, 401k Rollovers, IRAs
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), History
Beverly Hills High School
New York Life Insurance Company 2014 - Present
Fraser Financial Group 2013 - 2014
Beverly Hills Tutoring Center 2013 - 2014
UCLA Fund 2012 - 2014
Skills
Wealth Distribution, Life Insurance, Retirement Planning, Education Funding, Estate Planning, Fixed Annuities, Long Term Care Insurance, 401k Rollovers, IRAs
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), History
Beverly Hills High School
jerry friedman jerry friedman's Fraser Financial Group Experience December 2011 - Present
Job Financial services professional at Fraser Financial Group
Industry Financial Services
Experience
Fraser Financial Group December 2011 - Present
Kimco Realty Corporation June 1996 - December 2008
The Price Reit January 1991 - June 1998
Kornwasser & Friedman January 1973 - December 1990
Skills
Insurance, Long Term Care Insurance, Disability Insurance, Licensed Life Insurance..., Permanent Life Insurance, Term Life Insurance
Education
UCLA School of Law 1967 — 1969
Juris doctorate, law
UCLA 1962 — 1966
Bachelor of Arts (B.A.), Political Science and Government
Fraser Financial Group December 2011 - Present
Kimco Realty Corporation June 1996 - December 2008
The Price Reit January 1991 - June 1998
Kornwasser & Friedman January 1973 - December 1990
Skills
Insurance, Long Term Care Insurance, Disability Insurance, Licensed Life Insurance..., Permanent Life Insurance, Term Life Insurance
Education
UCLA School of Law 1967 — 1969
Juris doctorate, law
UCLA 1962 — 1966
Bachelor of Arts (B.A.), Political Science and Government
Jenny Vitucci's Fraser Financial Group Experience November 2003 - February 2005
Job Social Partnerships Community Manager at Oracle
Industry Media Production
Experience
Along Came Splendor January 2012 - Present
Oracle Social April 2012 - December 2013
You+Media March 2011 - May 2012
Lauren Publications, Inc. January 2008 - January 2011
Spectrum Financial Group February 2005 - January 2008
Fraser Financial Group November 2003 - February 2005
Skills
Social Media, Marketing, Social Networking, Online Advertising, Social Media Marketing, Marketing Communications, Facebook, Digital Marketing, Public Relations, Online Marketing, Digital Strategy, Marketing Strategy, Account Management, Email Marketing, Google Analytics, Recruiting, Lead Generation, Integrated Marketing, Content Strategy, Digital Media
Education
University of Oklahoma 1997 — 2001
Bachelor of Arts (B.A.)
Lake Highlands High School 1994 — 1997
Along Came Splendor January 2012 - Present
Oracle Social April 2012 - December 2013
You+Media March 2011 - May 2012
Lauren Publications, Inc. January 2008 - January 2011
Spectrum Financial Group February 2005 - January 2008
Fraser Financial Group November 2003 - February 2005
Skills
Social Media, Marketing, Social Networking, Online Advertising, Social Media Marketing, Marketing Communications, Facebook, Digital Marketing, Public Relations, Online Marketing, Digital Strategy, Marketing Strategy, Account Management, Email Marketing, Google Analytics, Recruiting, Lead Generation, Integrated Marketing, Content Strategy, Digital Media
Education
University of Oklahoma 1997 — 2001
Bachelor of Arts (B.A.)
Lake Highlands High School 1994 — 1997
Kathleen Adams, CFP's Fraser Financial Group Experience May 1989 - Present
Job Author, Financial Planner, Agent for Life, Disability & LongTerm Care Insurance
Industry Insurance
Experience
Fraser Financial Group May 1989 - Present
Fraser Financial Group May 1989 - Present
Skills
Insurance, Strategic Financial..., Estate Planning, Disability Insurance, Long Term Care Insurance, Securities, Financial Advisory, Fixed Annuities, Long-term Care, Portfolio Management, Finance, Asset Protection, Succession Planning, Employee Benefits, Financial Services, Executive Management, Retirement Planning, Life Insurance, Financial Planning
Education
Loyola Marymount University
M.A., Education Administration
University of California, Riverside
B.A., English literature
Fraser Financial Group May 1989 - Present
Fraser Financial Group May 1989 - Present
Skills
Insurance, Strategic Financial..., Estate Planning, Disability Insurance, Long Term Care Insurance, Securities, Financial Advisory, Fixed Annuities, Long-term Care, Portfolio Management, Finance, Asset Protection, Succession Planning, Employee Benefits, Financial Services, Executive Management, Retirement Planning, Life Insurance, Financial Planning
Education
Loyola Marymount University
M.A., Education Administration
University of California, Riverside
B.A., English literature
Dennis Lawton, CLU's Fraser Financial Group Experience January 2014 - Present
Job Associate Brokerage Director at Fraser Financial Group
Industry Insurance
Experience
Fraser Financial Group January 2014 - Present
Education
University of California, Los Angeles 1967 — 1972
Fraser Financial Group January 2014 - Present
Education
University of California, Los Angeles 1967 — 1972
Candice Thompson's Fraser Financial Group Experience July 2006 - Present
Job Marketing Coordinator Fraser Financial Group
Industry Financial Services
Experience
Fraser Financial Group July 2006 - Present
Education
Miami University 1996 — 2000
Fraser Financial Group July 2006 - Present
Education
Miami University 1996 — 2000
Suzy Duhm's Fraser Financial Group Experience Office ManagerBrentwood Medical/Services GroupAugust 1986 - October 2000
Job New Business Coordinator at Fraser Financial Group
Industry Insurance
Experience
Fraser Financial Group Office ManagerBrentwood Medical/Services GroupAugust 1986 - October 2000
Education
California State University-Northridge 1979 — 1984
Fraser Financial Group Office ManagerBrentwood Medical/Services GroupAugust 1986 - October 2000
Education
California State University-Northridge 1979 — 1984
James V. Peters, CLU, ChFC's Fraser Financial Group Experience September 2001 - May 2012
Job Wealth Management Advisor | FeeBased Financial Planning | Estate Planning | 401k Advisor
Industry Financial Services
Experience
Grace Wealth Management Group, Inc. May 2012 - Present
Fraser Financial Group September 2001 - May 2012
Northwestern Mutual October 1992 - September 2001
Skills
Mutual Funds, FINRA, Finance, Strategic Financial..., Investments, Wealth Management, Time Management, Financial Planning, Retirement Planning, Retirement, Estate Planning, Insurance, Life Insurance, Financial Services, Real Estate, Asset Management, Mortgage Banking, Mortgage Lending, Financial Analysis, Banking, Financial Planners, Small Business, Commercial Lending, Credit, Securities, Residential Mortgages, Loans, Risk Management, Access, Portfolio Management, Due Diligence, High Net Worth..., Financial Modeling, Financial Advisory, 401k
Education
Biola University 1988 — 1993
Bachelor's degree, Marketing
Grace Wealth Management Group, Inc. May 2012 - Present
Fraser Financial Group September 2001 - May 2012
Northwestern Mutual October 1992 - September 2001
Skills
Mutual Funds, FINRA, Finance, Strategic Financial..., Investments, Wealth Management, Time Management, Financial Planning, Retirement Planning, Retirement, Estate Planning, Insurance, Life Insurance, Financial Services, Real Estate, Asset Management, Mortgage Banking, Mortgage Lending, Financial Analysis, Banking, Financial Planners, Small Business, Commercial Lending, Credit, Securities, Residential Mortgages, Loans, Risk Management, Access, Portfolio Management, Due Diligence, High Net Worth..., Financial Modeling, Financial Advisory, 401k
Education
Biola University 1988 — 1993
Bachelor's degree, Marketing