Genworth Financial Wealth Management
Industry: Company
DescriptionHeadquarters: Pleasant Hill, CA Founded: 1985 Parent organizations: Genworth Financial, AssetMark Investment Services Inc
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Genworth Financial Wealth Management Employees
Employee
Years
Job
Industry
Mike Peters, PMP Mike Peters, PMP's Genworth Financial Wealth Management Experience February 2011 - September 2011
Job Human Resources Operations Manager, National Human Resources Service Center
Industry Financial Services
Experience
Kaiser Permanente October 2011 - Present
Genworth Financial Wealth Management February 2011 - September 2011
Wells Fargo Bank October 2009 - January 2011
JPMorgan Chase October 2008 - July 2009
Washington Mutual Card Services September 2006 - October 2008
Providian Financial November 2000 - May 2001
Providian Financial November 1999 - November 2000
Providian Financial June 1998 - November 1999
Providian Financial June 1995 - June 1998
Providian Financial June 1994 - June 1995
Education
California State University-East Bay 2009 — 2009
Certificate, Human Resources Management
California State University-Hayward 2004 — 2006
BS Psychology with Industrial/Organizational Psychology Option, Psychology
Kaiser Permanente October 2011 - Present
Genworth Financial Wealth Management February 2011 - September 2011
Wells Fargo Bank October 2009 - January 2011
JPMorgan Chase October 2008 - July 2009
Washington Mutual Card Services September 2006 - October 2008
Providian Financial November 2000 - May 2001
Providian Financial November 1999 - November 2000
Providian Financial June 1998 - November 1999
Providian Financial June 1995 - June 1998
Providian Financial June 1994 - June 1995
Education
California State University-East Bay 2009 — 2009
Certificate, Human Resources Management
California State University-Hayward 2004 — 2006
BS Psychology with Industrial/Organizational Psychology Option, Psychology
Konstantin Fridman Konstantin Fridman's Genworth Financial Wealth Management Experience June 2007 - November 2013
Job IT Solutions Project Manager at AssetMark
Industry Investment Management
Experience
AssetMark November 2013 - Present
Genworth Financial Wealth Management June 2007 - November 2013
Bank of America May 2000 - May 2007
The Brodia Group January 1999 - May 2000
SPSS March 1997 - January 1999
Skills
SDLC, Test Planning, Software Quality..., Quality Assurance, User Acceptance Testing, Regression Testing, Waterfall, Business Analysis, Quality Center, Process Improvement, Testing, Test Cases, Agile Methodologies, SQL, Visio, Manual Testing, Web Applications, Oracle, Unix, Requirements Gathering, Requirements Analysis, Project Management, Software Project..., Management, SharePoint, Microsoft SQL Server, Databases, Agile Testing, Risk Management, System Testing, Integration, Business Requirements, Test Strategy, Black Box Testing, Bug Tracking, TFS, QTP, Test Management, Business Process, ClearQuest, Integration Testing, MS Project, Leadership, Vendor Management, Functional..., ALM, ISTQB, CMMI, Agile Project Management, Agile Application...
Education
Technion - Israel Institute of Technology 1990 — 1992
Moscow Institute of Electronic Technology (Technical University) (MIET) 1988 — 1990
AssetMark November 2013 - Present
Genworth Financial Wealth Management June 2007 - November 2013
Bank of America May 2000 - May 2007
The Brodia Group January 1999 - May 2000
SPSS March 1997 - January 1999
Skills
SDLC, Test Planning, Software Quality..., Quality Assurance, User Acceptance Testing, Regression Testing, Waterfall, Business Analysis, Quality Center, Process Improvement, Testing, Test Cases, Agile Methodologies, SQL, Visio, Manual Testing, Web Applications, Oracle, Unix, Requirements Gathering, Requirements Analysis, Project Management, Software Project..., Management, SharePoint, Microsoft SQL Server, Databases, Agile Testing, Risk Management, System Testing, Integration, Business Requirements, Test Strategy, Black Box Testing, Bug Tracking, TFS, QTP, Test Management, Business Process, ClearQuest, Integration Testing, MS Project, Leadership, Vendor Management, Functional..., ALM, ISTQB, CMMI, Agile Project Management, Agile Application...
Education
Technion - Israel Institute of Technology 1990 — 1992
Moscow Institute of Electronic Technology (Technical University) (MIET) 1988 — 1990
Michael J Feeney's Genworth Financial Wealth Management Experience May 2010 - October 2010
Job Front Desk Agent
Industry Financial Services
Experience
S-F Airionna June 2014 - Present
Hard Rock Hotel & Casino Lake Tahoe January 2015 - August 2015
U.S. HealthWorks April 2011 - November 2013
Genworth Financial Wealth Management May 2010 - October 2010
Minkoff & Associates July 2004 - July 2009
Ameriprise Financial Services, Inc. January 2003 - February 2004
LesConcierges June 2002 - November 2002
Sony Metreon April 2001 - May 2002
LesConcierges September 1999 - March 2001
Miller Freeman October 1997 - June 1999
Skills
CRM, Marketing, Event Planning, Management, Event Management, Sales, Program Management, Customer Service, Project Planning, Leadership, Strategic Planning, Business Analysis, Workshop Facilitation, Financial Planners, Public Speaking, Microsoft Office, Training, Research, Human Resources, Account Management, Retirement Planning, Investments, Vendor Management, Microsoft Word, Retail, Process Improvement, Data Analysis, Investment Management, Financial Services, Social Media, Project Management, Team Building, Investment Strategies, Securities, Licensure, Team Leadership, Budgets, PowerPoint, Outlook, Marketing Strategy, Analytics, Time Management, Microsoft Excel
Education
Montana State University-Bozeman 1981 — 1987
BS, Marketing
Plentywood High 1977 — 1981
S-F Airionna June 2014 - Present
Hard Rock Hotel & Casino Lake Tahoe January 2015 - August 2015
U.S. HealthWorks April 2011 - November 2013
Genworth Financial Wealth Management May 2010 - October 2010
Minkoff & Associates July 2004 - July 2009
Ameriprise Financial Services, Inc. January 2003 - February 2004
LesConcierges June 2002 - November 2002
Sony Metreon April 2001 - May 2002
LesConcierges September 1999 - March 2001
Miller Freeman October 1997 - June 1999
Skills
CRM, Marketing, Event Planning, Management, Event Management, Sales, Program Management, Customer Service, Project Planning, Leadership, Strategic Planning, Business Analysis, Workshop Facilitation, Financial Planners, Public Speaking, Microsoft Office, Training, Research, Human Resources, Account Management, Retirement Planning, Investments, Vendor Management, Microsoft Word, Retail, Process Improvement, Data Analysis, Investment Management, Financial Services, Social Media, Project Management, Team Building, Investment Strategies, Securities, Licensure, Team Leadership, Budgets, PowerPoint, Outlook, Marketing Strategy, Analytics, Time Management, Microsoft Excel
Education
Montana State University-Bozeman 1981 — 1987
BS, Marketing
Plentywood High 1977 — 1981
Laurie Nardone, CFP®'s Genworth Financial Wealth Management Experience April 2000 - September 2012
Job Principal at Shira Ridge Wealth Management
Industry Financial Services
Experience
Shira Ridge Wealth Management May 2015 - Present
Shira Ridge Wealth Management January 2000 - Present
Genworth Financial Wealth Management April 2000 - September 2012
FPASF 2005 - 2010
Loring Ward October 1997 - April 2000
PLM Securities June 1994 - October 1996
Phoenix American 1988 - 1994
Phoenix American October 1979 - June 1988
Skills
Investment Management, Personal Financial..., Long-term Care, Investments, Strategic Financial..., Financial Education, Financial Advisory, Securities, Licensed Life Insurance..., Insurance, Finance, Investment Advisory, Retirement Planning, FINRA, Mutual Funds, Marketing, Strategy, Alternative Investments
Education
Stetson University 1973 — 1977
Bachelor of Science, Accounting
Shira Ridge Wealth Management May 2015 - Present
Shira Ridge Wealth Management January 2000 - Present
Genworth Financial Wealth Management April 2000 - September 2012
FPASF 2005 - 2010
Loring Ward October 1997 - April 2000
PLM Securities June 1994 - October 1996
Phoenix American 1988 - 1994
Phoenix American October 1979 - June 1988
Skills
Investment Management, Personal Financial..., Long-term Care, Investments, Strategic Financial..., Financial Education, Financial Advisory, Securities, Licensed Life Insurance..., Insurance, Finance, Investment Advisory, Retirement Planning, FINRA, Mutual Funds, Marketing, Strategy, Alternative Investments
Education
Stetson University 1973 — 1977
Bachelor of Science, Accounting
Jeremy Heffernan Jeremy Heffernan's Genworth Financial Wealth Management Experience April 2008 - June 2012
Job Vice President at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates July 2012 - Present
Genworth Financial Wealth Management April 2008 - June 2012
Pacific Life April 2005 - April 2008
Manarin Investment Counsel, Ltd. May 2002 - April 2005
Ameritrade August 1999 - January 2001
Skills
Series 7, Mutual Funds, Annuities, Options, Asset Allocation, Financial Advisory, Alternative Investments, Investments, Financial Planning, Securities, Portfolio Management, Consultative Selling, Wealth Management, Asset Management, Trading, Investment Advisory, Equities, Salesforce.com, Salesforce.com..., Unified Managed Accounts, Separately Managed..., Morningstar, Asset Managment, Selling, Investment Management, 401k, ETFs, Fixed Annuities, Sales
Education
Creighton University 2002 — 2007
Master of Arts, International Relations
Iowa State University 1994 — 1999
Bachelor of Arts, History
Wilshire Associates July 2012 - Present
Genworth Financial Wealth Management April 2008 - June 2012
Pacific Life April 2005 - April 2008
Manarin Investment Counsel, Ltd. May 2002 - April 2005
Ameritrade August 1999 - January 2001
Skills
Series 7, Mutual Funds, Annuities, Options, Asset Allocation, Financial Advisory, Alternative Investments, Investments, Financial Planning, Securities, Portfolio Management, Consultative Selling, Wealth Management, Asset Management, Trading, Investment Advisory, Equities, Salesforce.com, Salesforce.com..., Unified Managed Accounts, Separately Managed..., Morningstar, Asset Managment, Selling, Investment Management, 401k, ETFs, Fixed Annuities, Sales
Education
Creighton University 2002 — 2007
Master of Arts, International Relations
Iowa State University 1994 — 1999
Bachelor of Arts, History
Bob Bannon, CFA FRM Bob Bannon, CFA FRM's Genworth Financial Wealth Management Experience April 2007 - January 2014
Job Chief Risk Officer at Genworth Wealth Management
Industry Investment Management
Experience
Genworth Financial Wealth Management April 2007 - January 2014
Bank of the West January 2000 - October 2005
Analytic Investors April 1995 - December 1999
I.D.E.A. Global, Inc. June 1992 - March 1995
Security Pacific National Bank April 1984 - June 1988
Skills
Asset Allocation, Risk Management, Investments, Alternative Investments, Investment Management, Mutual Funds, Portfolio Management, Capital Markets, Asset Management, Fixed Income, Asset Managment, Derivatives, Hedge Funds, Financial Analysis, Equities, Investment Strategies, Financial Risk
Education
University of California, Los Angeles 1980 — 1983
M.A., Economics
Villanova University 1975 — 1980
Bachelor of Arts (B.A.), Economics
Genworth Financial Wealth Management April 2007 - January 2014
Bank of the West January 2000 - October 2005
Analytic Investors April 1995 - December 1999
I.D.E.A. Global, Inc. June 1992 - March 1995
Security Pacific National Bank April 1984 - June 1988
Skills
Asset Allocation, Risk Management, Investments, Alternative Investments, Investment Management, Mutual Funds, Portfolio Management, Capital Markets, Asset Management, Fixed Income, Asset Managment, Derivatives, Hedge Funds, Financial Analysis, Equities, Investment Strategies, Financial Risk
Education
University of California, Los Angeles 1980 — 1983
M.A., Economics
Villanova University 1975 — 1980
Bachelor of Arts (B.A.), Economics
Tom W McCarthy Tom W McCarthy's Genworth Financial Wealth Management Experience January 2011 - November 2013
Job SVP Sales & Consulting AssetMark
Industry Financial Services
Experience
AssetMark November 2013 - Present
Genworth Financial Wealth Management January 2011 - November 2013
Genworth Financial October 2006 - April 2011
AssetMark Investment Services March 2001 - October 2006
State of Missouri December 1999 - December 2000
Skills
Consulting, Finance, Investments, Sales, Financial Services, Management, Leadership, Strategy, CRM, Portfolio Management, Business Development
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing & Strategy
University of Kansas 1995 — 2000
BS, Business
London School of Economics and Political Science 1998 — 1998
Certification, Finance
AssetMark November 2013 - Present
Genworth Financial Wealth Management January 2011 - November 2013
Genworth Financial October 2006 - April 2011
AssetMark Investment Services March 2001 - October 2006
State of Missouri December 1999 - December 2000
Skills
Consulting, Finance, Investments, Sales, Financial Services, Management, Leadership, Strategy, CRM, Portfolio Management, Business Development
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing & Strategy
University of Kansas 1995 — 2000
BS, Business
London School of Economics and Political Science 1998 — 1998
Certification, Finance
Monica Uselding Monica Uselding's Genworth Financial Wealth Management Experience February 2008 - August 2010
Job Senior Manager, Field Marketing at AssetMark
Industry Investment Management
Experience
AssetMark January 2015 - Present
AssetMark, Inc. (formerly Genworth Financial Wealth Management) August 2010 - January 2015
Genworth Financial Wealth Management February 2008 - August 2010
U.S. Bancorp Investments & Insurance January 2007 - January 2008
U.S. Bancorp Investments & Insurance September 2005 - January 2007
Skills
Series 7, Financial Advisory, Investment Management, CRM, Retirement, Investments, Mutual Funds, Wealth Management, Series 63, Series 65, ETFs, Finance, Sales, Series 6, Portfolio Management, Program Management, Leadership, Separately Managed..., Fixed Annuities, Asset Allocation, 401k, Securities, Client Aquisition, Manage client..., Manage Client...
Education
Benedictine University
Bachelor of Arts, Communications, 2005
DePaul University
Financial Planning Certificate Program, 2010
AssetMark January 2015 - Present
AssetMark, Inc. (formerly Genworth Financial Wealth Management) August 2010 - January 2015
Genworth Financial Wealth Management February 2008 - August 2010
U.S. Bancorp Investments & Insurance January 2007 - January 2008
U.S. Bancorp Investments & Insurance September 2005 - January 2007
Skills
Series 7, Financial Advisory, Investment Management, CRM, Retirement, Investments, Mutual Funds, Wealth Management, Series 63, Series 65, ETFs, Finance, Sales, Series 6, Portfolio Management, Program Management, Leadership, Separately Managed..., Fixed Annuities, Asset Allocation, 401k, Securities, Client Aquisition, Manage client..., Manage Client...
Education
Benedictine University
Bachelor of Arts, Communications, 2005
DePaul University
Financial Planning Certificate Program, 2010
Faye Rubio Faye Rubio's Genworth Financial Wealth Management Experience March 2012 - March 2013
Job Business Analyst Senior, AVP at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2013 - Present
Bank of the West June 2013 - July 2013
Genworth Financial Wealth Management March 2012 - March 2013
PMI Mortgage Insurance Co. September 2006 - March 2012
Wells Fargo Merchant Payment Solutions September 2005 - September 2006
PMI Mortgage Insurance Co. June 2002 - July 2005
Bank of America January 1998 - April 2002
Pacific Bell December 1996 - November 1998
TRW Enterprise Solutions December 1992 - October 1996
Skills
Data Warehousing, Analysis, Business Intelligence, SDLC, Cognos, Business Requirements, Report Design..., Group Facilitation, Report Design, Business Analysis, Software Documentation, Requirements Analysis, Workshop Facilitation, Cross-functional Team..., Management, ETL, Quality Assurance, Software Development, Enterprise Architecture, Project Management, Enterprise Software, SharePoint, Banking, Governance
Education
University of Hawaii at Manoa
BBA, Personnel and Industrial Relations
Bank of the West July 2013 - Present
Bank of the West June 2013 - July 2013
Genworth Financial Wealth Management March 2012 - March 2013
PMI Mortgage Insurance Co. September 2006 - March 2012
Wells Fargo Merchant Payment Solutions September 2005 - September 2006
PMI Mortgage Insurance Co. June 2002 - July 2005
Bank of America January 1998 - April 2002
Pacific Bell December 1996 - November 1998
TRW Enterprise Solutions December 1992 - October 1996
Skills
Data Warehousing, Analysis, Business Intelligence, SDLC, Cognos, Business Requirements, Report Design..., Group Facilitation, Report Design, Business Analysis, Software Documentation, Requirements Analysis, Workshop Facilitation, Cross-functional Team..., Management, ETL, Quality Assurance, Software Development, Enterprise Architecture, Project Management, Enterprise Software, SharePoint, Banking, Governance
Education
University of Hawaii at Manoa
BBA, Personnel and Industrial Relations
Colleen Koehler's Genworth Financial Wealth Management Experience 2008 - November 2011
Job Project Manager at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc April 2015 - Present
Genworth Financial Wealth Management 2008 - November 2011
AssetMark Investment Services October 2005 - May 2008
State Farm Insurance Companies October 2002 - April 2005
DWS Investments July 2000 - July 2002
Skills
Leadership, Training, Mutual Funds, Email Marketing, Strategy, Process Improvement, Team Leadership, Investments, Management, Marketing, Salesforce.com, Wealth Management, Project Management, Analysis, Finance, Business Planning, Insurance, Sales
Education
University of Chicago Graduate School of Business
Project Management & Strategy Certification, Project Management
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Envestnet, Inc April 2015 - Present
Genworth Financial Wealth Management 2008 - November 2011
AssetMark Investment Services October 2005 - May 2008
State Farm Insurance Companies October 2002 - April 2005
DWS Investments July 2000 - July 2002
Skills
Leadership, Training, Mutual Funds, Email Marketing, Strategy, Process Improvement, Team Leadership, Investments, Management, Marketing, Salesforce.com, Wealth Management, Project Management, Analysis, Finance, Business Planning, Insurance, Sales
Education
University of Chicago Graduate School of Business
Project Management & Strategy Certification, Project Management
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Ailine Vakian, MBA Ailine Vakian, MBA's Genworth Financial Wealth Management Experience January 2004 - November 2010
Job Realtor at Pinnacle Estate Properties, Inc.
Industry Real Estate
Experience
Pinnacle Estate Properties, Inc. November 2011 - Present
Genworth Financial Wealth Management January 2004 - November 2010
Genworth Financial Wealth Management January 2002 - January 2004
Genworth Financial Wealth Management October 1996 - December 2001
Education
Loyola Marymount University, College of Business Administration 1999 — 2002
MBA
California State University-Northridge 1992 — 1996
B.A., Psychology
Pinnacle Estate Properties, Inc. November 2011 - Present
Genworth Financial Wealth Management January 2004 - November 2010
Genworth Financial Wealth Management January 2002 - January 2004
Genworth Financial Wealth Management October 1996 - December 2001
Education
Loyola Marymount University, College of Business Administration 1999 — 2002
MBA
California State University-Northridge 1992 — 1996
B.A., Psychology
Mark Gallivan's Genworth Financial Wealth Management Experience April 2007 - April 2012
Job Relationship Manager at SEI Advisor Network
Industry Financial Services
Experience
SEI Advisor Network April 2012 - Present
Genworth Financial Wealth Management April 2007 - April 2012
National City Bank 2006 - 2007
Education
Arizona State University
MBA, Finance
University of Minnesota
Bachelor's of Science, Business Management
SEI Advisor Network April 2012 - Present
Genworth Financial Wealth Management April 2007 - April 2012
National City Bank 2006 - 2007
Education
Arizona State University
MBA, Finance
University of Minnesota
Bachelor's of Science, Business Management
Jim DeFalco Jim DeFalco's Genworth Financial Wealth Management Experience October 2008 - April 2010
Job NPC Vice President of Advisory
Industry Financial Services
Experience
National Planning Corporation (NPC) June 2012 - Present
Strategic Capital Alternatives May 2010 - June 2012
Genworth Financial Wealth Management October 2008 - April 2010
AssetMark Investment Services January 2005 - April 2010
Nationwide Financial March 2003 - December 2004
Strong Funds November 2000 - September 2002
ING Funds September 1998 - November 2000
Princeton Securities Corp. February 1995 - September 1998
Skills
Sales, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 7, Financial Services, Finance, Wealth Management, Asset Allocation, Business Development, Financial Advisory
Education
Mansfield University of Pennsylvania 1990 — 1994
B.S., Business
National Planning Corporation (NPC) June 2012 - Present
Strategic Capital Alternatives May 2010 - June 2012
Genworth Financial Wealth Management October 2008 - April 2010
AssetMark Investment Services January 2005 - April 2010
Nationwide Financial March 2003 - December 2004
Strong Funds November 2000 - September 2002
ING Funds September 1998 - November 2000
Princeton Securities Corp. February 1995 - September 1998
Skills
Sales, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 7, Financial Services, Finance, Wealth Management, Asset Allocation, Business Development, Financial Advisory
Education
Mansfield University of Pennsylvania 1990 — 1994
B.S., Business
Keisha Xicotencatl's Genworth Financial Wealth Management Experience March 2003 - September 2005
Job Business Process Consultant at Zurich North America
Industry Financial Services
Experience
Zurich North America July 2015 - Present
Northern Trust Corporation September 2014 - Present
Capital One - Formerly HSBC May 2012 - May 2014
HSBC Acquired by Capital One Financial June 2008 - May 2012
HSBC Acquired by Capital One Financial 2006 - 2008
DELL COMPUTERS, Formerly ASAP Software, A Burhmann Company September 2005 - June 2006
Genworth Financial Wealth Management March 2003 - September 2005
GE Private Asset Management 2000 - 2005
GE Capital (Currently Genworth Financial Wealth Management) 2001 - 2003
Centurion Capital Management (Acquired by GE Capital) 2000 - 2001
Skills
E-commerce, User Experience, Competitive Analysis, Web Analytics, Project Management, Marketing Strategy, Digital Marketing, Digital Strategy, Product Management, Online Advertising, Cross-functional Team..., Marketing Research, Project Coordination, Financial Services, Business Analysis, Analysis, Marketing, Process Improvement, Marketing Communications, Strategy, Database Marketing, User Research, Photoshop, Microsoft Office, Competitive Intelligence, Accessibility, Designing Marketing..., Process Analysis, Programme Governance, Vendor Management
Education
University of California, Los Angeles 1993 — 1997
Bachelor's degree, History
Zurich North America July 2015 - Present
Northern Trust Corporation September 2014 - Present
Capital One - Formerly HSBC May 2012 - May 2014
HSBC Acquired by Capital One Financial June 2008 - May 2012
HSBC Acquired by Capital One Financial 2006 - 2008
DELL COMPUTERS, Formerly ASAP Software, A Burhmann Company September 2005 - June 2006
Genworth Financial Wealth Management March 2003 - September 2005
GE Private Asset Management 2000 - 2005
GE Capital (Currently Genworth Financial Wealth Management) 2001 - 2003
Centurion Capital Management (Acquired by GE Capital) 2000 - 2001
Skills
E-commerce, User Experience, Competitive Analysis, Web Analytics, Project Management, Marketing Strategy, Digital Marketing, Digital Strategy, Product Management, Online Advertising, Cross-functional Team..., Marketing Research, Project Coordination, Financial Services, Business Analysis, Analysis, Marketing, Process Improvement, Marketing Communications, Strategy, Database Marketing, User Research, Photoshop, Microsoft Office, Competitive Intelligence, Accessibility, Designing Marketing..., Process Analysis, Programme Governance, Vendor Management
Education
University of California, Los Angeles 1993 — 1997
Bachelor's degree, History
David Minnich's Genworth Financial Wealth Management Experience September 2013 - December 2013
Job Finance, Business Intelligence, and Analytics Professional. Certified Management Accountant (CMA).
Industry Pharmaceuticals
Experience
McKesson March 2013 - Present
Genworth Financial Wealth Management September 2013 - December 2013
FTI Consulting May 2008 - March 2013
KPopMusic.com May 2000 - March 2011
Johnson & Johnson June 2007 - December 2007
BYU Student Leadership Department April 2006 - June 2007
The Church of Jesus Christ of Latter-day Saints June 2003 - June 2005
Burger King Corporation August 2001 - August 2002
Skills
T-SQL, Data Analysis, Financial Reporting, Forecasting, Analysis, Project Management, Accounting, Cost Accounting, ETL, Compliance, SOX, Budget Process, Department Budget..., PnL Management, Variance Analysis, Financial Analysis, Litigation Support, Sarbanes-Oxley Act, Budgets, Internal Controls, Financial Modeling, Training, Management, Databases, Business Process..., Access, Due Diligence, Business Analysis
Education
Brigham Young University 2002 — 2008
BS Management, Corporate Finance Emphasis
Leavenworth Senior High School 2001 — 2002
McKesson March 2013 - Present
Genworth Financial Wealth Management September 2013 - December 2013
FTI Consulting May 2008 - March 2013
KPopMusic.com May 2000 - March 2011
Johnson & Johnson June 2007 - December 2007
BYU Student Leadership Department April 2006 - June 2007
The Church of Jesus Christ of Latter-day Saints June 2003 - June 2005
Burger King Corporation August 2001 - August 2002
Skills
T-SQL, Data Analysis, Financial Reporting, Forecasting, Analysis, Project Management, Accounting, Cost Accounting, ETL, Compliance, SOX, Budget Process, Department Budget..., PnL Management, Variance Analysis, Financial Analysis, Litigation Support, Sarbanes-Oxley Act, Budgets, Internal Controls, Financial Modeling, Training, Management, Databases, Business Process..., Access, Due Diligence, Business Analysis
Education
Brigham Young University 2002 — 2008
BS Management, Corporate Finance Emphasis
Leavenworth Senior High School 2001 — 2002
Nita Mistry's Genworth Financial Wealth Management Experience May 2008 - Present
Job Marketing Project Manager at Genworth Financial Wealth Management
Industry Marketing and Advertising
Experience
Genworth Financial Wealth Management May 2008 - Present
Education
The University of Wolverhampton 1995 — 1999
Genworth Financial Wealth Management May 2008 - Present
Education
The University of Wolverhampton 1995 — 1999
Catarina Z. McNutt's Genworth Financial Wealth Management Experience April 2008 - Present
Job Manager at AssetMark, Inc.
Industry Financial Services
Experience
Genworth Financial Wealth Management April 2008 - Present
Bank of America September 1998 - December 2007
Skills
Securities, Process Improvement, Wealth Management, Project Management, Mutual Funds, Investments, Financial Services, Risk Management, Visio, SDLC, Business Analysis, Financial Analysis, Equities, Portfolio Management, Insurance, Asset Management, Fixed Income, Vendor Management, Management, Strategic Financial..., IT Strategy, Series 7, Capital Markets, Financial Modeling, Banking
Education
University of San Francisco - School of Management 1996 — 1997
University of San Francisco 1993 — 1996
Genworth Financial Wealth Management April 2008 - Present
Bank of America September 1998 - December 2007
Skills
Securities, Process Improvement, Wealth Management, Project Management, Mutual Funds, Investments, Financial Services, Risk Management, Visio, SDLC, Business Analysis, Financial Analysis, Equities, Portfolio Management, Insurance, Asset Management, Fixed Income, Vendor Management, Management, Strategic Financial..., IT Strategy, Series 7, Capital Markets, Financial Modeling, Banking
Education
University of San Francisco - School of Management 1996 — 1997
University of San Francisco 1993 — 1996
Russell Snow's Genworth Financial Wealth Management Experience August 2010 - March 2012
Job Internal Wholesaler at Morningstar Investment Services, Inc.
Industry Investment Management
Experience
Morningstar Investment Services, Inc. March 2012 - Present
Genworth Financial Wealth Management August 2010 - March 2012
Chase Investment Services Corporation October 2007 - August 2010
JPMorgan Chase August 2006 - October 2007
Education
Governors State University 2000 — 2005
Morningstar Investment Services, Inc. March 2012 - Present
Genworth Financial Wealth Management August 2010 - March 2012
Chase Investment Services Corporation October 2007 - August 2010
JPMorgan Chase August 2006 - October 2007
Education
Governors State University 2000 — 2005
Nick Bowerman's Genworth Financial Wealth Management Experience November 2004 - October 2009
Job Sr. Project Manager at University of California, Office of the President / Modis
Industry Financial Services
Experience
University of California Office of the President / Modis May 2015 - Present
Vivantech / University of Southern California February 2012 - December 2014
Wells Fargo March 2010 - June 2011
Genworth Financial Wealth Management November 2004 - October 2009
UPS - Supply Chain Solutions April 2001 - October 2004
Robertson Stevens Invesment Bank July 2000 - March 2001
Charles Schwab September 1997 - June 2000
Skills
RUP, Waterfall, Software Development, Cross-functional Team..., SDLC, Software Project..., Requirements Gathering, Business Analysis, Visio, MS Project, Software Implementation, Requirements Analysis, Process Development, Application Development, PMO, Scope Management, Data Migration, Offshore, Business Process, SharePoint, EDI, Integration, Risk Management, Clarity, Relational Databases, Change Management, Management, Project Management, Business Requirements, Vendor Management, Enterprise Architecture, Business Process..., Project Delivery, User Acceptance Testing, Agile Project Management, Business Intelligence, SOA, Testing, Software Quality..., Process Improvement, Systems Analysis, Quality Assurance, Functional..., Resource Management
Education
University of California, Santa Barbara
BA, Computer Science
University of California Office of the President / Modis May 2015 - Present
Vivantech / University of Southern California February 2012 - December 2014
Wells Fargo March 2010 - June 2011
Genworth Financial Wealth Management November 2004 - October 2009
UPS - Supply Chain Solutions April 2001 - October 2004
Robertson Stevens Invesment Bank July 2000 - March 2001
Charles Schwab September 1997 - June 2000
Skills
RUP, Waterfall, Software Development, Cross-functional Team..., SDLC, Software Project..., Requirements Gathering, Business Analysis, Visio, MS Project, Software Implementation, Requirements Analysis, Process Development, Application Development, PMO, Scope Management, Data Migration, Offshore, Business Process, SharePoint, EDI, Integration, Risk Management, Clarity, Relational Databases, Change Management, Management, Project Management, Business Requirements, Vendor Management, Enterprise Architecture, Business Process..., Project Delivery, User Acceptance Testing, Agile Project Management, Business Intelligence, SOA, Testing, Software Quality..., Process Improvement, Systems Analysis, Quality Assurance, Functional..., Resource Management
Education
University of California, Santa Barbara
BA, Computer Science
Frank Pizzichillo's Genworth Financial Wealth Management Experience November 2011 - April 2013
Job RIA Regional Director at Brinker Capital
Industry Marketing and Advertising
Experience
Brinker Capital April 2013 - Present
Genworth Financial Wealth Management November 2011 - April 2013
MarketCounsel August 2007 - December 2011
TD Ameritrade 2005 - 2007
Fidelity Investments March 1999 - May 2005
Skills
Series 6, Series 65, Investment Management, Mutual Funds, Alternative Investments, Asset Managment, Investments, Securities, Portfolio Management, Series 63, Defined Contribution, Series 7, Wealth, Financial Advisory, Asset Allocation, Due Diligence, Asset Management, Investment Advisory, Retirement, Relationship Management, 401k, Business Development, Financial Services
Education
Montclair State University 1988 — 1993
B.A., History
Montclair State University 1988 — 1993
BA, History
Brinker Capital April 2013 - Present
Genworth Financial Wealth Management November 2011 - April 2013
MarketCounsel August 2007 - December 2011
TD Ameritrade 2005 - 2007
Fidelity Investments March 1999 - May 2005
Skills
Series 6, Series 65, Investment Management, Mutual Funds, Alternative Investments, Asset Managment, Investments, Securities, Portfolio Management, Series 63, Defined Contribution, Series 7, Wealth, Financial Advisory, Asset Allocation, Due Diligence, Asset Management, Investment Advisory, Retirement, Relationship Management, 401k, Business Development, Financial Services
Education
Montclair State University 1988 — 1993
B.A., History
Montclair State University 1988 — 1993
BA, History
Raygar Khailany's Genworth Financial Wealth Management Experience December 2006 - November 2012
Job VP, Corporate Development and Integrations at AssetMark
Industry Financial Services
Experience
AssetMark June 2015 - Present
AssetMark November 2012 - June 2015
AssetMark Trust Company November 2009 - June 2015
Genworth Financial Wealth Management December 2006 - November 2012
Genworth Financial January 2005 - December 2006
General Electric January 2003 - January 2005
Skills
Asset Managment, Financial Modeling, Six Sigma, Portfolio Management, Risk Management, Business Analysis, Financial Analysis, SDLC, Process Improvement, Investments, Vendor Management, Mergers, Project Management, Strategic Financial..., Salesforce.com, Analytics, Financial Services, Operations Management, Change Management, Strategy, IT Strategy, JavaScript, Product Management, Program Management, Cross-functional Team..., Leadership
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business Administration
AssetMark June 2015 - Present
AssetMark November 2012 - June 2015
AssetMark Trust Company November 2009 - June 2015
Genworth Financial Wealth Management December 2006 - November 2012
Genworth Financial January 2005 - December 2006
General Electric January 2003 - January 2005
Skills
Asset Managment, Financial Modeling, Six Sigma, Portfolio Management, Risk Management, Business Analysis, Financial Analysis, SDLC, Process Improvement, Investments, Vendor Management, Mergers, Project Management, Strategic Financial..., Salesforce.com, Analytics, Financial Services, Operations Management, Change Management, Strategy, IT Strategy, JavaScript, Product Management, Program Management, Cross-functional Team..., Leadership
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Marwan Kaylani's Genworth Financial Wealth Management Experience June 2011 - January 2013
Job Sales Planning Manager at CenturyLink
Industry Telecommunications
Experience
CenturyLink February 2013 - Present
Genworth Financial Wealth Management June 2011 - January 2013
Union Bank October 2007 - June 2011
Union Bank October 2005 - October 2007
Union Bank October 2000 - October 2005
State Street Bank July 1998 - August 2000
Skills
Strategic Planning, Business Strategy, Strategic Initiatives, Strategic Sales Plans, Business Analysis, Cross-functional Team..., Cross Functional..., Competitive Intelligence, Analytics, Budget P&L, Financial Modeling, Capital Budgeting, Database Design, Data Mining, Ad Hoc Reporting, Sales Compensation, Balanced Scorecard, Key Performance..., Financial Analysis, Strategy, P&L Management, Analysis, Finance
Education
University of San Francisco - Masagung Graduate School of Management 2003 — 2006
MBA, Finance, General
Rochester Institute of Technology 1992 — 1996
BA, Business
CenturyLink February 2013 - Present
Genworth Financial Wealth Management June 2011 - January 2013
Union Bank October 2007 - June 2011
Union Bank October 2005 - October 2007
Union Bank October 2000 - October 2005
State Street Bank July 1998 - August 2000
Skills
Strategic Planning, Business Strategy, Strategic Initiatives, Strategic Sales Plans, Business Analysis, Cross-functional Team..., Cross Functional..., Competitive Intelligence, Analytics, Budget P&L, Financial Modeling, Capital Budgeting, Database Design, Data Mining, Ad Hoc Reporting, Sales Compensation, Balanced Scorecard, Key Performance..., Financial Analysis, Strategy, P&L Management, Analysis, Finance
Education
University of San Francisco - Masagung Graduate School of Management 2003 — 2006
MBA, Finance, General
Rochester Institute of Technology 1992 — 1996
BA, Business
Stacey Judd's Genworth Financial Wealth Management Experience January 2001 - August 2013
Job Senior Relationship Manager at AssetMark, Inc.
Industry Financial Services
Experience
AssetMark, Inc. September 2013 - Present
Genworth Financial Wealth Management January 2001 - August 2013
Volpe, Brown, Whelan January 1993 - March 2000
Kidder Peabody June 1984 - January 1993
Skills
Financial Services, Customer Relations, Customer Experience, Wealth Management..., Mutual Funds, Stocks, ETFs, Asset Management, Asset Allocation, Team Leadership, Investments
Education
University of Michigan 1983 — 1987
AssetMark, Inc. September 2013 - Present
Genworth Financial Wealth Management January 2001 - August 2013
Volpe, Brown, Whelan January 1993 - March 2000
Kidder Peabody June 1984 - January 1993
Skills
Financial Services, Customer Relations, Customer Experience, Wealth Management..., Mutual Funds, Stocks, ETFs, Asset Management, Asset Allocation, Team Leadership, Investments
Education
University of Michigan 1983 — 1987
Rebecca Mack's Genworth Financial Wealth Management Experience August 2010 - June 2011
Job Financial Professional
Industry Financial Services
Experience
Vanguard October 2011 - Present
Genworth Financial Wealth Management August 2010 - June 2011
Charles Schwab November 2006 - July 2010
Banner Life Insurance 2003 - 2006
Skills
Series 63, Series 7, Asset Allocation, Securities, Asset Management, Financial Services, Retirement
Education
Franklin University 2011 — 2013
B.S., Financial Planning
Vanguard October 2011 - Present
Genworth Financial Wealth Management August 2010 - June 2011
Charles Schwab November 2006 - July 2010
Banner Life Insurance 2003 - 2006
Skills
Series 63, Series 7, Asset Allocation, Securities, Asset Management, Financial Services, Retirement
Education
Franklin University 2011 — 2013
B.S., Financial Planning
Ken Bakar's Genworth Financial Wealth Management Experience 2004 - 2008
Job Marketing Principal at CEG Worldwide
Industry Financial Services
Experience
CEG Worldwide April 2009 - Present
Genworth Financial Wealth Management 2004 - 2008
AssetMark Investment Services 2004 - 2008
Charles Schwab 1999 - 2004
GT Global 1997 - 1998
Wells Fargo 1992 - 1997
Callan Associates 1990 - 1992
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Portfolio Management
Education
San Francisco State University 1998 — 2002
Master of Business Administration (MBA)
University of California, Berkeley 1985 — 1990
CEG Worldwide April 2009 - Present
Genworth Financial Wealth Management 2004 - 2008
AssetMark Investment Services 2004 - 2008
Charles Schwab 1999 - 2004
GT Global 1997 - 1998
Wells Fargo 1992 - 1997
Callan Associates 1990 - 1992
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Portfolio Management
Education
San Francisco State University 1998 — 2002
Master of Business Administration (MBA)
University of California, Berkeley 1985 — 1990
Paul Loui's Genworth Financial Wealth Management Experience 2005 - 2009
Job Sr. Financial Analyst at AssetMark
Industry Financial Services
Experience
AssetMark April 2005 - Present
Genworth Financial Wealth Management 2005 - 2009
Alta Bates Med Ctr 1995 - 2001
Skills
Business Process, Business Process..., Business Analysis, Process Improvement, Strategic Financial..., Risk Management, Financial Modeling, Financial Analysis, SDLC, Securities, Business Process..., Visio, Business Intelligence, Business Requirements, Cross-functional Team..., Management, Series 7, Requirements Gathering, Analysis, Business Planning, Financial Services, Insurance, Portfolio Management, Mergers & Acquisitions, Vendor Management, Program Management, Data Analysis, Analytics, Banking, Investments, Mutual Funds, Asset Management, Financial Reporting
Education
California State University-Hayward - School of Business and Economics
BS, Accounting
AssetMark April 2005 - Present
Genworth Financial Wealth Management 2005 - 2009
Alta Bates Med Ctr 1995 - 2001
Skills
Business Process, Business Process..., Business Analysis, Process Improvement, Strategic Financial..., Risk Management, Financial Modeling, Financial Analysis, SDLC, Securities, Business Process..., Visio, Business Intelligence, Business Requirements, Cross-functional Team..., Management, Series 7, Requirements Gathering, Analysis, Business Planning, Financial Services, Insurance, Portfolio Management, Mergers & Acquisitions, Vendor Management, Program Management, Data Analysis, Analytics, Banking, Investments, Mutual Funds, Asset Management, Financial Reporting
Education
California State University-Hayward - School of Business and Economics
BS, Accounting
Denise Rebar, PMP's Genworth Financial Wealth Management Experience November 2010 - May 2012
Job Program Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
Genworth Financial, Wealth Management November 2010 - May 2012
Wells Fargo March 2009 - November 2010
County of Orange, California February 2008 - December 2008
Bank of the West September 2002 - October 2007
NextCard July 2001 - October 2002
Skills
Vendor Management, Financial Services, Program Management, Process Improvement, Risk Management
Education
California State University-East Bay
BA, Communications
Southwest Missouri State University
Wells Fargo April 2012 - Present
Genworth Financial, Wealth Management November 2010 - May 2012
Wells Fargo March 2009 - November 2010
County of Orange, California February 2008 - December 2008
Bank of the West September 2002 - October 2007
NextCard July 2001 - October 2002
Skills
Vendor Management, Financial Services, Program Management, Process Improvement, Risk Management
Education
California State University-East Bay
BA, Communications
Southwest Missouri State University
Gabriella Barsotti's Genworth Financial Wealth Management Experience June 2012 - February 2013
Job Benefits Administrator | HR Coordinator at AssetMark
Industry Financial Services
Experience
AssetMark June 2012 - Present
AssetMark February 2013 - April 2014
Genworth Financial Wealth Management June 2012 - February 2013
Pirritano Insurance Agency June 2008 - August 2011
Education
St. Mary's College of California 2007 — 2011
Bachelor of Science (BS), Business Administration and Economics
AssetMark June 2012 - Present
AssetMark February 2013 - April 2014
Genworth Financial Wealth Management June 2012 - February 2013
Pirritano Insurance Agency June 2008 - August 2011
Education
St. Mary's College of California 2007 — 2011
Bachelor of Science (BS), Business Administration and Economics
Brenden Wimmell's Genworth Financial Wealth Management Experience May 2010 - May 2012
Job Asset Management Associate at Essex Property Trust
Industry Real Estate
Experience
Essex Property Trust May 2015 - Present
Essex Property Trust August 2014 - May 2015
JPMorgan Chase May 2012 - July 2014
Genworth Financial Wealth Management May 2010 - May 2012
Genworth Financial Wealth Management May 2008 - May 2010
Genworth Financial Wealth Management February 2007 - May 2008
Walgreens Drug Store June 2004 - May 2006
Skills
Financial Analysis, Sales, Customer Service, Analysis, Asset Management, Microsoft Excel, Insurance, Investments, Marketing, Finance
Education
University of Arizona 2001 — 2005
Bachelor of Science, Business Management
Essex Property Trust May 2015 - Present
Essex Property Trust August 2014 - May 2015
JPMorgan Chase May 2012 - July 2014
Genworth Financial Wealth Management May 2010 - May 2012
Genworth Financial Wealth Management May 2008 - May 2010
Genworth Financial Wealth Management February 2007 - May 2008
Walgreens Drug Store June 2004 - May 2006
Skills
Financial Analysis, Sales, Customer Service, Analysis, Asset Management, Microsoft Excel, Insurance, Investments, Marketing, Finance
Education
University of Arizona 2001 — 2005
Bachelor of Science, Business Management
Karen Lei's Genworth Financial Wealth Management Experience August 2011 - November 2012
Job Application Testing Analyst at Federal Reserve Bank of San Francisco
Industry Information Technology and Services
Experience
Federal Reserve Bank of San Francisco July 2015 - Present
Stryker Orthopaedics November 2012 - February 2015
Genworth Financial Wealth Management August 2011 - November 2012
Genworth Financial Wealth Management July 2007 - June 2011
AT&T August 2001 - July 2007
Skills
SDLC, Test Planning, Software Quality..., System Testing, Waterfall, Agile Methodologies, Testing, Usability Testing, Requirements Analysis, User Acceptance Testing, Quality Assurance, Requirements Gathering, SQL, Cross-browser..., Web Applications, Software Documentation, .NET, Medical Devices, Test Strategy, FDA, Test Cases, DICOM, MRI, Medical Imaging, Visio, Regression Testing, HP Quality Center, Management, Functional Testing, Microsoft Office
Education
University of California, Berkeley 1997 — 2001
BA, Cognitive Science
University of California, Berkeley 1997 — 2001
Federal Reserve Bank of San Francisco July 2015 - Present
Stryker Orthopaedics November 2012 - February 2015
Genworth Financial Wealth Management August 2011 - November 2012
Genworth Financial Wealth Management July 2007 - June 2011
AT&T August 2001 - July 2007
Skills
SDLC, Test Planning, Software Quality..., System Testing, Waterfall, Agile Methodologies, Testing, Usability Testing, Requirements Analysis, User Acceptance Testing, Quality Assurance, Requirements Gathering, SQL, Cross-browser..., Web Applications, Software Documentation, .NET, Medical Devices, Test Strategy, FDA, Test Cases, DICOM, MRI, Medical Imaging, Visio, Regression Testing, HP Quality Center, Management, Functional Testing, Microsoft Office
Education
University of California, Berkeley 1997 — 2001
BA, Cognitive Science
University of California, Berkeley 1997 — 2001
Howard Choy's Genworth Financial Wealth Management Experience January 2006 - January 2010
Job Experienced project & strategy leader delivering client service and operational solutions for asset management platforms
Industry Investment Management
Experience
AssetMark January 2010 - Present
Genworth Financial Wealth Management January 2006 - January 2010
AssetMark Investment Services, Inc. January 2002 - January 2006
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Strategy, Investments, Asset Managment, Financial Services, Series 63, Process Improvement, Series 7, Salesforce.com, Mutual Funds, Project Management, Securities, Portfolio Management, Asset Management
Education
University of California, Irvine
B.A, Economics
AssetMark January 2010 - Present
Genworth Financial Wealth Management January 2006 - January 2010
AssetMark Investment Services, Inc. January 2002 - January 2006
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Strategy, Investments, Asset Managment, Financial Services, Series 63, Process Improvement, Series 7, Salesforce.com, Mutual Funds, Project Management, Securities, Portfolio Management, Asset Management
Education
University of California, Irvine
B.A, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY