Halbert Hargrove
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Halbert Hargrove Employees
Employee
Years
Job
Industry
Russ Hill Russ Hill's Halbert Hargrove Experience 1970 - Present
Job Chairman, CEO at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove 1970 - Present
Education
Stanford University Graduate School of Business
MBA
Stanford University
BA
Halbert Hargrove 1970 - Present
Education
Stanford University Graduate School of Business
MBA
Stanford University
BA
Kelli Kiemle AIF® Kelli Kiemle AIF®'s Halbert Hargrove Experience October 2012 - Present
Job Director of Marketing and Client Experience at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove October 2012 - Present
Halbert Hargrove March 2007 - October 2012
Gallo Wine Company June 2006 - February 2007
Education
University of Southern California - Marshall School of Business 2004 — 2006
BS, Marketing/Business Communication
UCLA
Personal Financial Planning Certificate
Halbert Hargrove October 2012 - Present
Halbert Hargrove March 2007 - October 2012
Gallo Wine Company June 2006 - February 2007
Education
University of Southern California - Marshall School of Business 2004 — 2006
BS, Marketing/Business Communication
UCLA
Personal Financial Planning Certificate
Timothy J. Anderson, CPA/PFS®, CGMA, AIF®'s Halbert Hargrove Experience May 1993 - Present
Job Managing Director at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove May 1993 - Present
Pacific Lutheran University 2006 - 2015
Chase Manhattan Bank 1989 - 1992
Frank Russell Company December 1978 - January 1989
Education
Pacific Lutheran University - School of Business 1973 — 1977
BS, Finance and Accounting
Hoquiam Sr. High School 1970 — 1973
Halbert Hargrove May 1993 - Present
Pacific Lutheran University 2006 - 2015
Chase Manhattan Bank 1989 - 1992
Frank Russell Company December 1978 - January 1989
Education
Pacific Lutheran University - School of Business 1973 — 1977
BS, Finance and Accounting
Hoquiam Sr. High School 1970 — 1973
Kirsten (Willadsen) Viers Kirsten (Willadsen) Viers's Halbert Hargrove Experience November 1999 - August 2011
Job Front Desk Clerk at Arihant LLC
Industry Financial Services
Experience
Arihant LLC April 2015 - Present
Kirsten M. Viers - Home March 2015 - April 2015
Xerox November 2014 - March 2015
Various August 2011 - November 2014
Halbert Hargrove November 1999 - August 2011
Norrell December 1998 - November 1999
MCI 1997 - 1998
Skills
Asset Management, Financial Planning, Investment Advisory, Relationship Management, Insurance, Mortgage Lending, CRM, Sales, Cold Calling, Recruiting, Client Services, Financial Markets, Sales Presentations, Finance, Employee Benefits
Education
UCLA Extension - Personal Financial Planning Curriculum (2007) 2006 — 2007
Certificate, Personal Financial Planning
University of California, Santa Barbara 1995 — 1997
Bachelor of Arts (B.A.), Psychology
Arihant LLC April 2015 - Present
Kirsten M. Viers - Home March 2015 - April 2015
Xerox November 2014 - March 2015
Various August 2011 - November 2014
Halbert Hargrove November 1999 - August 2011
Norrell December 1998 - November 1999
MCI 1997 - 1998
Skills
Asset Management, Financial Planning, Investment Advisory, Relationship Management, Insurance, Mortgage Lending, CRM, Sales, Cold Calling, Recruiting, Client Services, Financial Markets, Sales Presentations, Finance, Employee Benefits
Education
UCLA Extension - Personal Financial Planning Curriculum (2007) 2006 — 2007
Certificate, Personal Financial Planning
University of California, Santa Barbara 1995 — 1997
Bachelor of Arts (B.A.), Psychology
Angela Renee Angela Renee's Halbert Hargrove Experience June 2014 - Present
Job Client Service Manager at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove June 2014 - Present
Halbert Hargrove April 2013 - Present
Education
Biola University 1998 — 2000
Bachelor's degree, English/Writing
Long Beach City College 1995 — 1997
Associate of Arts (AA), Liberal Arts
Halbert Hargrove June 2014 - Present
Halbert Hargrove April 2013 - Present
Education
Biola University 1998 — 2000
Bachelor's degree, English/Writing
Long Beach City College 1995 — 1997
Associate of Arts (AA), Liberal Arts
Sathya Chey, CFP®, AIF® Sathya Chey, CFP®, AIF®'s Halbert Hargrove Experience November 2011 - Present
Job Relationship Manager at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove November 2011 - Present
Halbert Hargrove February 2007 - November 2011
Long Beach Auto Imports August 2004 - February 2007
Education
USC Marshall School of Business 2012 — 2015
Master of Business Administration (MBA)
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
B.A., Business Administration - Finance
Halbert Hargrove November 2011 - Present
Halbert Hargrove February 2007 - November 2011
Long Beach Auto Imports August 2004 - February 2007
Education
USC Marshall School of Business 2012 — 2015
Master of Business Administration (MBA)
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
B.A., Business Administration - Finance
John Willett's Halbert Hargrove Experience November 1995 - August 2005
Job LPL Registered Principal at Willett Financial Services
Industry Investment Management
Experience
Willett Financial Services August 2005 - Present
Halbert Hargrove November 1995 - August 2005
Crowell, Weedon & Co. 1989 - December 1995
Crowell, Weedon & Co. February 1977 - 1989
Dean Witter & Co. June 1970 - February 1977
Education
UCLA 1966 — 1967
Master of Business Administration (MBA)
Santa Clara University 1957 — 1961
Bachelor of Arts (B.A.), Political Science
Loyola High School 1953 — 1957
Willett Financial Services August 2005 - Present
Halbert Hargrove November 1995 - August 2005
Crowell, Weedon & Co. 1989 - December 1995
Crowell, Weedon & Co. February 1977 - 1989
Dean Witter & Co. June 1970 - February 1977
Education
UCLA 1966 — 1967
Master of Business Administration (MBA)
Santa Clara University 1957 — 1961
Bachelor of Arts (B.A.), Political Science
Loyola High School 1953 — 1957
'Kristina Kunz's Halbert Hargrove Experience 1997 - 1999
Job Market Trainer at Aflac
Industry Insurance
Experience
Aflac July 2014 - Present
Aflac October 2006 - July 2014
Aflac 2004 - 2006
Grammie's Blankets & Quilts Inc. 2002 - 2004
VantagePoint Venture Partners 2000 - 2002
Scudder Investments 1999 - 2000
Halbert Hargrove 1997 - 1999
Comsul Ltd/ Superior Consultant Holdings 1993 - 1997
Skills
Customer Service, Disability Insurance, Cafeteria Plans, Event Planning, Accident, Insurance, Public Speaking, Flexible Spending..., Outlook, Critical Illness, Health Savings Accounts, Whole Life, Term Life Insurance, Employee Benefits, Health Insurance, Life Insurance, Group Insurance, Accident Insurance, Brokers, Voluntary Employee..., Health Care Reform, Claim, Benefits Administration, Open Enrollment, Group Medical, Employee Wellness, Sales Management, General Insurance, COBRA, Healthcare, Leadership, Cold Calling, Training, Team Building
Education
The American College 2012 — 2013
Currently Studying to Complete, Chartered Healthcare Consultant (ChHC)
The American College 2012 — 2013
Currently Studying to Complete, Registered Employee Benefits Consultant (REBC)
The American College 2011 — 2013
Certification Completed, Essentials of Healthcare Reform/ Healthcare Consultant
California State University-Long Beach 1996 — 1997
Coursework in Nursing, Nursing
California State Polytechnic University-Pomona 1994 — 1996
Coursework done in Biology Major, Political Science Minor, Biology Major, Political Science Minor
Flintridge Sacred Heart Academy 1990 — 1994
High School Graduate with Honors, College Prep
St Elizabeth of Hungry 1982 — 1990
Graduate, Elementary School
Aflac July 2014 - Present
Aflac October 2006 - July 2014
Aflac 2004 - 2006
Grammie's Blankets & Quilts Inc. 2002 - 2004
VantagePoint Venture Partners 2000 - 2002
Scudder Investments 1999 - 2000
Halbert Hargrove 1997 - 1999
Comsul Ltd/ Superior Consultant Holdings 1993 - 1997
Skills
Customer Service, Disability Insurance, Cafeteria Plans, Event Planning, Accident, Insurance, Public Speaking, Flexible Spending..., Outlook, Critical Illness, Health Savings Accounts, Whole Life, Term Life Insurance, Employee Benefits, Health Insurance, Life Insurance, Group Insurance, Accident Insurance, Brokers, Voluntary Employee..., Health Care Reform, Claim, Benefits Administration, Open Enrollment, Group Medical, Employee Wellness, Sales Management, General Insurance, COBRA, Healthcare, Leadership, Cold Calling, Training, Team Building
Education
The American College 2012 — 2013
Currently Studying to Complete, Chartered Healthcare Consultant (ChHC)
The American College 2012 — 2013
Currently Studying to Complete, Registered Employee Benefits Consultant (REBC)
The American College 2011 — 2013
Certification Completed, Essentials of Healthcare Reform/ Healthcare Consultant
California State University-Long Beach 1996 — 1997
Coursework in Nursing, Nursing
California State Polytechnic University-Pomona 1994 — 1996
Coursework done in Biology Major, Political Science Minor, Biology Major, Political Science Minor
Flintridge Sacred Heart Academy 1990 — 1994
High School Graduate with Honors, College Prep
St Elizabeth of Hungry 1982 — 1990
Graduate, Elementary School
Timothy Kohler Timothy Kohler's Halbert Hargrove Experience April 2014 - Present
Job Operations Analyst at Halbert Hargrove
Industry Financial Services
Experience
Halbert Hargrove April 2014 - Present
Halbert Hargrove September 2012 - April 2014
Coldwell Banker August 2008 - August 2011
American Kids Sports Center March 2007 - September 2008
Skills
Microsoft Excel, Morningstar Direct, Bloomberg Terminal, Financial Market..., PowerPoint, Investments, Social Media, Administrative..., Outlook, Microsoft Office, Microsoft Word, Event Planning, Customer Service, Data Entry, Spreadsheets, Real Estate, Portfolio Management, Office Administration, Research, Microsoft CRM, Access, Investment Research, Public Speaking
Education
California State University-Long Beach 2012 — 2015
Halbert Hargrove April 2014 - Present
Halbert Hargrove September 2012 - April 2014
Coldwell Banker August 2008 - August 2011
American Kids Sports Center March 2007 - September 2008
Skills
Microsoft Excel, Morningstar Direct, Bloomberg Terminal, Financial Market..., PowerPoint, Investments, Social Media, Administrative..., Outlook, Microsoft Office, Microsoft Word, Event Planning, Customer Service, Data Entry, Spreadsheets, Real Estate, Portfolio Management, Office Administration, Research, Microsoft CRM, Access, Investment Research, Public Speaking
Education
California State University-Long Beach 2012 — 2015
Leslie Wiberg, CFP®'s Halbert Hargrove Experience 1996 - 2005
Job LPL Financial Consultant at Willett Financial Services
Industry Financial Services
Experience
Co-Owner, Willett Financial Services August 2005 - Present
Halbert Hargrove 1996 - 2005
Crowell, Weedon & Co. 1992 - 1995
Education
UC Irvine
Personal Financial Planning Specialized Studies Program (Accelerated)
UC Santa Barbara 1975 — 1979
Bachelor of Arts (B.A.)
Co-Owner, Willett Financial Services August 2005 - Present
Halbert Hargrove 1996 - 2005
Crowell, Weedon & Co. 1992 - 1995
Education
UC Irvine
Personal Financial Planning Specialized Studies Program (Accelerated)
UC Santa Barbara 1975 — 1979
Bachelor of Arts (B.A.)
Bill Langley CPA, CFP®, AIF® Bill Langley CPA, CFP®, AIF®'s Halbert Hargrove Experience August 2011 - Present
Job Regional Director at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove August 2011 - Present
Education
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Accounting
University of Houston
Master of Business Administration (MBA)
Halbert Hargrove August 2011 - Present
Education
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Accounting
University of Houston
Master of Business Administration (MBA)
Brian Spinelli, CFP®, AIF®'s Halbert Hargrove Experience October 2012 - Present
Job Relationship Manager/Chairman of the Investment Committee at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove October 2012 - Present
Halbert Hargrove February 2006 - October 2012
Education
Loyola Marymount University 2003 — 2005
Master's degree, Business Adminstration
Loyola Marymount University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration- Finance
Halbert Hargrove October 2012 - Present
Halbert Hargrove February 2006 - October 2012
Education
Loyola Marymount University 2003 — 2005
Master's degree, Business Adminstration
Loyola Marymount University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration- Finance
David Overton David Overton's Halbert Hargrove Experience August 1999 - Present
Job Regional Director at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove August 1999 - Present
Strategic Connections Inc 2005 - 2011
WPO Trusted Advisor Group 2007 - 2009
Qwon Investment Consultants May 1997 - August 1999
Skills
Finance, Networking, Integration, Securities, Public Speaking, Mutual Funds, Series 7, Investment Management, Community Outreach, Entrepreneurship, Strategic Partnerships, Social Media
Education
University of Central Missouri 1968 — 1972
BSBA, Marketing
University of Pittsburgh-affiliated Center for Fiduciary Studies
Accredited Investment Fiduciary
Halbert Hargrove August 1999 - Present
Strategic Connections Inc 2005 - 2011
WPO Trusted Advisor Group 2007 - 2009
Qwon Investment Consultants May 1997 - August 1999
Skills
Finance, Networking, Integration, Securities, Public Speaking, Mutual Funds, Series 7, Investment Management, Community Outreach, Entrepreneurship, Strategic Partnerships, Social Media
Education
University of Central Missouri 1968 — 1972
BSBA, Marketing
University of Pittsburgh-affiliated Center for Fiduciary Studies
Accredited Investment Fiduciary
Shane Cummings, CFP®, AIF® Shane Cummings, CFP®, AIF®'s Halbert Hargrove Experience January 2014 - Present
Job Director of Operations at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove January 2014 - Present
Halbert Hargrove October 2012 - December 2013
Halbert Hargrove February 2006 - October 2012
Education
Chapman University 2004 — 2006
MBA, Business Administration
University of California, San Diego 1999 — 2003
BA
Halbert Hargrove January 2014 - Present
Halbert Hargrove October 2012 - December 2013
Halbert Hargrove February 2006 - October 2012
Education
Chapman University 2004 — 2006
MBA, Business Administration
University of California, San Diego 1999 — 2003
BA
Nick Strain CFP®, AIF® Nick Strain CFP®, AIF®'s Halbert Hargrove Experience October 2012 - Present
Job Relationship Manager/Chairman of the Wealth Advisory Committee at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove October 2012 - Present
Halbert Hargrove September 2005 - October 2012
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master of Business Administration (MBA)
University of California, San Diego 1998 — 2002
Management Science, Economics
Halbert Hargrove October 2012 - Present
Halbert Hargrove September 2005 - October 2012
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master of Business Administration (MBA)
University of California, San Diego 1998 — 2002
Management Science, Economics
Andrew Habing Andrew Habing's Halbert Hargrove Experience March 2013 - December 2013
Job Funeral Directors Apprentice at Habing Family Funeral Home
Industry Financial Services
Experience
Habing Family Funeral Home January 2014 - Present
Halbert Hargrove March 2013 - December 2013
Halbert Hargrove June 2012 - March 2013
Skills
Accounting, Investments, Social Media, Microsoft Excel, Investment Advisory
Education
California State University-Long Beach 2008 — 2013
Bachelors of Science, International Business and Finance, Senior
Florence University of the Arts 2011 — 2011
International Business/Trade/Commerce, Senior
Habing Family Funeral Home January 2014 - Present
Halbert Hargrove March 2013 - December 2013
Halbert Hargrove June 2012 - March 2013
Skills
Accounting, Investments, Social Media, Microsoft Excel, Investment Advisory
Education
California State University-Long Beach 2008 — 2013
Bachelors of Science, International Business and Finance, Senior
Florence University of the Arts 2011 — 2011
International Business/Trade/Commerce, Senior
Seaborn Hall AIF® Seaborn Hall AIF®'s Halbert Hargrove Experience October 2010 - May 2013
Job CEO, JSH Management Co LLC
Industry Investment Management
Experience
JSH Management Co LLC December 2012 - Present
Halbert Hargrove October 2010 - May 2013
JSH Investment Company LP April 2009 - December 2012
JSH Investment Company LP January 2002 - December 2012
Keller Williams Real Estate 2007 - 2010
Education
Fuller Theological Seminary 2002 — 2005
not completed, Doctoral
Talbot School of Theology 1995 — 2001
Master of Theology
Georgia Institute of Technology - Georgia Tech College of Management
BSIM, Management
JSH Management Co LLC December 2012 - Present
Halbert Hargrove October 2010 - May 2013
JSH Investment Company LP April 2009 - December 2012
JSH Investment Company LP January 2002 - December 2012
Keller Williams Real Estate 2007 - 2010
Education
Fuller Theological Seminary 2002 — 2005
not completed, Doctoral
Talbot School of Theology 1995 — 2001
Master of Theology
Georgia Institute of Technology - Georgia Tech College of Management
BSIM, Management
Eric Ellingson Eric Ellingson's Halbert Hargrove Experience January 2007 - December 2007
Job VP Contract Operations at Bargreen Ellingson
Industry Restaurants
Experience
Bargreen Ellingson September 2013 - Present
Dover Corporation July 2011 - July 2013
Russell Investments March 2010 - July 2011
Russell Investments January 2008 - March 2010
Halbert Hargrove January 2007 - December 2007
Skills
Bloomberg, Family Business, Investments, Entrepreneurship, Financial Analysis, Private Companies, Sales
Education
Seattle Pacific University - School of Business and Economics 2003 — 2007
Finance
Bargreen Ellingson September 2013 - Present
Dover Corporation July 2011 - July 2013
Russell Investments March 2010 - July 2011
Russell Investments January 2008 - March 2010
Halbert Hargrove January 2007 - December 2007
Skills
Bloomberg, Family Business, Investments, Entrepreneurship, Financial Analysis, Private Companies, Sales
Education
Seattle Pacific University - School of Business and Economics 2003 — 2007
Finance
Craig Eissler, CFP®, AIF® Craig Eissler, CFP®, AIF®'s Halbert Hargrove Experience July 2011 - Present
Job Relationship Manager at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove July 2011 - Present
Fluor October 2009 - July 2011
Fluor September 2005 - October 2009
HillCo Partners 2002 - 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Business
The University of Texas at Austin 2001 — 2005
BS, Mechanical Engineering
The Woodlands High School
Halbert Hargrove July 2011 - Present
Fluor October 2009 - July 2011
Fluor September 2005 - October 2009
HillCo Partners 2002 - 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Business
The University of Texas at Austin 2001 — 2005
BS, Mechanical Engineering
The Woodlands High School
Craig Cross Craig Cross's Halbert Hargrove Experience 1979 - Present
Job Managing Director at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove 1979 - Present
Education
Stanford University
BA, Political Science
Halbert Hargrove 1979 - Present
Education
Stanford University
BA, Political Science
Douglas Barker, AIF®'s Halbert Hargrove Experience January 2013 - Present
Job Regional Director at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove January 2013 - Present
Eagle Rock Capital January 2006 - January 2013
Stifel Nicolaus & Co., inc January 2004 - January 2006
AG Edwards & Sons, inc January 2002 - January 2004
Janco Partners January 1999 - January 2002
Cruttenden Roth January 1996 - January 1999
Loomis Sayles, & Co January 1994 - January 1996
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1995
MBA, Finance
Colgate University 1985 — 1989
BA, Economics
Halbert Hargrove January 2013 - Present
Eagle Rock Capital January 2006 - January 2013
Stifel Nicolaus & Co., inc January 2004 - January 2006
AG Edwards & Sons, inc January 2002 - January 2004
Janco Partners January 1999 - January 2002
Cruttenden Roth January 1996 - January 1999
Loomis Sayles, & Co January 1994 - January 1996
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1995
MBA, Finance
Colgate University 1985 — 1989
BA, Economics
Nayeem Qureshi's Halbert Hargrove Experience January 2013 - February 2014
Job Founder / President at Global Philanthropy Advisors
Industry Investment Management
Experience
Global Philanthropy Advisors 2008 - Present
Halbert Hargrove January 2013 - February 2014
ShariahShares Inc. August 2012 - December 2012
Saturna Capital Corporation February 2010 - August 2012
Newdea/ Global Philanthropy advisors 2008 - 2010
Lehman Brothers 2006 - 2008
Foundation Source 2002 - 2006
Fidelity Investments 1993 - 2002
Skills
Wealth Management, Investment Advisory, CRM, Investments, Retirement Planning, SaaS, Equities, Private Equity, Philanthropy, Asset Management, Sales Management, Strategic Planning, Program Management, Management, Financial Advisory, Wealth Management..., Entrepreneurship
Education
University of Cincinnati
Global Philanthropy Advisors 2008 - Present
Halbert Hargrove January 2013 - February 2014
ShariahShares Inc. August 2012 - December 2012
Saturna Capital Corporation February 2010 - August 2012
Newdea/ Global Philanthropy advisors 2008 - 2010
Lehman Brothers 2006 - 2008
Foundation Source 2002 - 2006
Fidelity Investments 1993 - 2002
Skills
Wealth Management, Investment Advisory, CRM, Investments, Retirement Planning, SaaS, Equities, Private Equity, Philanthropy, Asset Management, Sales Management, Strategic Planning, Program Management, Management, Financial Advisory, Wealth Management..., Entrepreneurship
Education
University of Cincinnati
Kimberly Chin Muska, CFP®, CDFA™'s Halbert Hargrove Experience April 2012 - February 2015
Job Senior Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank February 2015 - Present
City Fruit 2012 - Present
Halbert Hargrove April 2012 - February 2015
RBC Wealth Management April 2009 - October 2009
UBS Financial Services April 2004 - April 2009
Northern Trust Asset Management October 2002 - March 2004
Envestnet Asset Management July 2000 - October 2002
Morgan Stanley May 1997 - July 2000
Education
DePaul University
Certificate Program, Financial Planning
Loyola University Chicago
Bachelor of Business Administration (B.B.A.)
Key Private Bank February 2015 - Present
City Fruit 2012 - Present
Halbert Hargrove April 2012 - February 2015
RBC Wealth Management April 2009 - October 2009
UBS Financial Services April 2004 - April 2009
Northern Trust Asset Management October 2002 - March 2004
Envestnet Asset Management July 2000 - October 2002
Morgan Stanley May 1997 - July 2000
Education
DePaul University
Certificate Program, Financial Planning
Loyola University Chicago
Bachelor of Business Administration (B.B.A.)
Anthony Skvarka CFP®, AIF® Anthony Skvarka CFP®, AIF®'s Halbert Hargrove Experience 2003 - Present
Job Relationship Manager at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove 2003 - Present
Education
University of San Diego 1986 — 1990
Halbert Hargrove 2003 - Present
Education
University of San Diego 1986 — 1990
Cecilia Williams, CFP®, AIF® Cecilia Williams, CFP®, AIF®'s Halbert Hargrove Experience October 2012 - Present
Job Chief Compliance Officer/Director Of Investment Operations at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove October 2012 - Present
Halbert Hargrove January 2006 - October 2012
Education
University of Southern California 2011 — 2013
Master of Business Administration (MBA)
California State University-Long Beach 2002 — 2006
Bachelor of Science (BS), Finance, Real Estate & Law
Halbert Hargrove October 2012 - Present
Halbert Hargrove January 2006 - October 2012
Education
University of Southern California 2011 — 2013
Master of Business Administration (MBA)
California State University-Long Beach 2002 — 2006
Bachelor of Science (BS), Finance, Real Estate & Law
Debra Zavala, CPA Debra Zavala, CPA's Halbert Hargrove Experience August 2012 - Present
Job
Industry Accounting
Experience
Halbert Hargrove August 2012 - Present
Skills
Financial Reporting, Cash Flow, Business Process, Analysis, Revenue Recognition, Strategic Planning, Due Diligence, External Audit, Fixed Assets, Management, Business Process..., Internal Controls, Microsoft Excel, nVision, Human Resources, MS Dynamics, Sage
Education
Michigan State University 1987 — 1991
BA, Finance and Accounting
Halbert Hargrove August 2012 - Present
Skills
Financial Reporting, Cash Flow, Business Process, Analysis, Revenue Recognition, Strategic Planning, Due Diligence, External Audit, Fixed Assets, Management, Business Process..., Internal Controls, Microsoft Excel, nVision, Human Resources, MS Dynamics, Sage
Education
Michigan State University 1987 — 1991
BA, Finance and Accounting
Patrick Kujawa AIF®'s Halbert Hargrove Experience May 2012 - Present
Job Regional Director at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove May 2012 - Present
AQR Capital Management April 2011 - March 2012
Denk Strategic Wealth Partners December 2009 - April 2011
O'Shaughnessy Asset Management June 2008 - January 2010
Undiscovered Managers / JPMorgan Asset Management May 1998 - May 2008
USS HALSEY (CG 23) 1990 - 1994
Skills
Investments, Management, Finance, Financial Advisory, Mutual Funds, Asset Management, Asset Allocation, Portfolio Management, Strategic Planning, Wealth Management
Education
University of Notre Dame 1986 — 1990
Bachelor of Business Administration (BBA), Marketing
Baraboo Senior High School 1984 — 1986
St. John Vianney
St. John Vianney
Halbert Hargrove May 2012 - Present
AQR Capital Management April 2011 - March 2012
Denk Strategic Wealth Partners December 2009 - April 2011
O'Shaughnessy Asset Management June 2008 - January 2010
Undiscovered Managers / JPMorgan Asset Management May 1998 - May 2008
USS HALSEY (CG 23) 1990 - 1994
Skills
Investments, Management, Finance, Financial Advisory, Mutual Funds, Asset Management, Asset Allocation, Portfolio Management, Strategic Planning, Wealth Management
Education
University of Notre Dame 1986 — 1990
Bachelor of Business Administration (BBA), Marketing
Baraboo Senior High School 1984 — 1986
St. John Vianney
St. John Vianney
Andrew Welzel Andrew Welzel's Halbert Hargrove Experience January 2007 - January 2015
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Investment Management
Experience
Mariner Wealth Advisors February 2015 - Present
Halbert Hargrove January 2007 - January 2015
Bessemer Trust April 2002 - October 2006
Skills
Financial Advisory, Wealth Management, Investments, Finance, Estate Planning, Asset Management
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Georgetown University 1985 — 1989
Mariner Wealth Advisors February 2015 - Present
Halbert Hargrove January 2007 - January 2015
Bessemer Trust April 2002 - October 2006
Skills
Financial Advisory, Wealth Management, Investments, Finance, Estate Planning, Asset Management
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Georgetown University 1985 — 1989
Tyler Gilley Tyler Gilley's Halbert Hargrove Experience January 2015 - Present
Job Operations Analyst at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove January 2015 - Present
Halbert Hargrove December 2013 - December 2014
Red Robin January 2011 - December 2013
Education
California State University-Long Beach 2010 — 2014
Bachelor’s Degree, Finance, Concentration in Investments
Halbert Hargrove January 2015 - Present
Halbert Hargrove December 2013 - December 2014
Red Robin January 2011 - December 2013
Education
California State University-Long Beach 2010 — 2014
Bachelor’s Degree, Finance, Concentration in Investments
Chelsea Cross's Halbert Hargrove Experience May 2013 - August 2013
Job Chain Sales Merchandiser at Southern Wine & Spirits
Industry Wine and Spirits
Experience
Southern Wine & Spirits August 2015 - Present
Halbert Hargrove May 2013 - August 2013
Skills
Social Media, Teamwork, Organized, Public Relations, Event Planning, Time Management, Sales, Marketing, Interpersonal Skills, Communication
Education
University of Arizona 2011 — 2015
Communication
Arizona in Italy 2014 — 2014
Study Abroad Program
Los Alamitos High School 2007 — 2011
Southern Wine & Spirits August 2015 - Present
Halbert Hargrove May 2013 - August 2013
Skills
Social Media, Teamwork, Organized, Public Relations, Event Planning, Time Management, Sales, Marketing, Interpersonal Skills, Communication
Education
University of Arizona 2011 — 2015
Communication
Arizona in Italy 2014 — 2014
Study Abroad Program
Los Alamitos High School 2007 — 2011
Art Federis, AIF® Art Federis, AIF®'s Halbert Hargrove Experience November 2014 - Present
Job Client Service Manager at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove November 2014 - Present
BCBGMAXAZRIAGROUP September 2014 - November 2014
Halbert Hargrove January 2014 - September 2014
CSULB Student-Managed Investment Fund August 2013 - May 2014
Bloomberg LP October 2013 - April 2014
Amazon August 2013 - January 2014
Delta Sigma Pi April 2013 - December 2013
Education
California State University-Long Beach 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.63
Halbert Hargrove November 2014 - Present
BCBGMAXAZRIAGROUP September 2014 - November 2014
Halbert Hargrove January 2014 - September 2014
CSULB Student-Managed Investment Fund August 2013 - May 2014
Bloomberg LP October 2013 - April 2014
Amazon August 2013 - January 2014
Delta Sigma Pi April 2013 - December 2013
Education
California State University-Long Beach 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.63
Analiese Lauro Analiese Lauro's Halbert Hargrove Experience May 2015 - Present
Job Intern at Halbert Hargrove
Industry Financial Services
Experience
Halbert Hargrove May 2015 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Research, Outlook, Event Planning, Public Speaking, Facebook, Marketing, Social Networking, Photoshop, Time Management, Fundraising, Social Media, Leadership
Education
California State University-Long Beach 2011 — 2016
Finance
University of Wollongong
Halbert Hargrove May 2015 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Research, Outlook, Event Planning, Public Speaking, Facebook, Marketing, Social Networking, Photoshop, Time Management, Fundraising, Social Media, Leadership
Education
California State University-Long Beach 2011 — 2016
Finance
University of Wollongong
YuYen Brian Chang, CFA YuYen Brian Chang, CFA's Halbert Hargrove Experience August 2015 - Present
Job Relationship Manager at Halbert Hargrove
Industry Financial Services
Experience
Halbert Hargrove August 2015 - Present
GPS Capital Management February 2014 - July 2015
Wealth Design, LLC March 2013 - January 2014
Provident Funding Associates L.P. July 2009 - February 2013
Bank of America Merrill Lynch June 2008 - August 2008
Children’s Hospital Oakland Research Institute February 2006 - May 2008
A.G. Edwards November 2007 - April 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
B.s., Finance
Halbert Hargrove August 2015 - Present
GPS Capital Management February 2014 - July 2015
Wealth Design, LLC March 2013 - January 2014
Provident Funding Associates L.P. July 2009 - February 2013
Bank of America Merrill Lynch June 2008 - August 2008
Children’s Hospital Oakland Research Institute February 2006 - May 2008
A.G. Edwards November 2007 - April 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
B.s., Finance
Sarah Janci Pérez Sarah Janci Pérez's Halbert Hargrove Experience December 2007 - October 2009
Job Program Manager at Seattle Pacific University
Industry Higher Education
Experience
Seattle Pacific University September 2013 - Present
Seattle Pacific University October 2009 - September 2013
Halbert Hargrove December 2007 - October 2009
Esterline Interface Technologies August 2006 - March 2008
Skills
Non-profits, Event Planning, Public Speaking, Higher Education, Program Development, Research, Editing, Social Media, Event Management, Grant Writing, Leadership, Leadership Development, Nonprofits, Social Services
Education
Fuller Theological Seminary 2008 — 2012
Master of Arts (MA), Bible/Biblical Studies
Seattle Pacific University 2004 — 2006
Bachelor of Arts (BA), Educational Ministry
University of Portland 2002 — 2004
Woodinville High School 1999 — 2002
High School Diploma
Seattle Pacific University September 2013 - Present
Seattle Pacific University October 2009 - September 2013
Halbert Hargrove December 2007 - October 2009
Esterline Interface Technologies August 2006 - March 2008
Skills
Non-profits, Event Planning, Public Speaking, Higher Education, Program Development, Research, Editing, Social Media, Event Management, Grant Writing, Leadership, Leadership Development, Nonprofits, Social Services
Education
Fuller Theological Seminary 2008 — 2012
Master of Arts (MA), Bible/Biblical Studies
Seattle Pacific University 2004 — 2006
Bachelor of Arts (BA), Educational Ministry
University of Portland 2002 — 2004
Woodinville High School 1999 — 2002
High School Diploma
Janie Knuffke's Halbert Hargrove Experience 1997 - 2000
Job Executive Administrator / Assistant to CEO at AGPROfessionals
Industry Executive Office
Experience
AGPROfessionals October 2013 - Present
Level 3 Communications 2009 - Present
Implementation Management Associates (IMA) 2000 - 2007
Halbert Hargrove 1997 - 2000
Skills
Microsoft Office, Lync, SharePoint, SAP, Oracle, WebEx, High Level Of..., Entrepreneurial..., Highly versatile, Notary Public, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Project Management, Executive Support, Communication Skills, Meeting Planning, Logistics Management, Event Management, Operations Management, Customer Communication, Facilities Management, Benefits Administration, Organization &..., Outstanding time..., Office Administration, Office Management, Program Management, Budgets, Sales, Time Management, Managed Services
Education
Indiana University Bloomington 1985 — 1986
Business Management Coursework
AGPROfessionals October 2013 - Present
Level 3 Communications 2009 - Present
Implementation Management Associates (IMA) 2000 - 2007
Halbert Hargrove 1997 - 2000
Skills
Microsoft Office, Lync, SharePoint, SAP, Oracle, WebEx, High Level Of..., Entrepreneurial..., Highly versatile, Notary Public, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Project Management, Executive Support, Communication Skills, Meeting Planning, Logistics Management, Event Management, Operations Management, Customer Communication, Facilities Management, Benefits Administration, Organization &..., Outstanding time..., Office Administration, Office Management, Program Management, Budgets, Sales, Time Management, Managed Services
Education
Indiana University Bloomington 1985 — 1986
Business Management Coursework
Jessica Fox Jessica Fox's Halbert Hargrove Experience April 2010 - April 2011
Job Client Care Analyst at Highland Private Wealth Management
Industry Investment Management
Experience
Highland Private Wealth Management, LLC April 2011 - Present
Halbert Hargrove April 2010 - April 2011
Nordstrom July 2009 - March 2010
Abercrombie & Fitch March 2006 - June 2009
Skills
Training, Recruiting, Sales, Management, Software Documentation, System Administration, Customer Experience, Strategic Financial..., Customer Service, Credit, Investments, Leadership, Team Building, Analysis
Education
Seattle Pacific University 2005 — 2007
BA, PSYCHOLOGY
Highland Private Wealth Management, LLC April 2011 - Present
Halbert Hargrove April 2010 - April 2011
Nordstrom July 2009 - March 2010
Abercrombie & Fitch March 2006 - June 2009
Skills
Training, Recruiting, Sales, Management, Software Documentation, System Administration, Customer Experience, Strategic Financial..., Customer Service, Credit, Investments, Leadership, Team Building, Analysis
Education
Seattle Pacific University 2005 — 2007
BA, PSYCHOLOGY
Andrew Casey Andrew Casey's Halbert Hargrove Experience April 2012 - March 2013
Job Senior Financial Analyst at Great American Group
Industry Investment Management
Experience
Great American Group July 2014 - Present
Great American Group September 2013 - July 2014
Halbert Hargrove April 2012 - March 2013
John Hancock Financial Services June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Valuation
Education
Loyola Marymount University 2008 — 2012
Bachelor of Arts (BA), Economics
Boston College High School 2004 — 2008
High School Diploma
Great American Group July 2014 - Present
Great American Group September 2013 - July 2014
Halbert Hargrove April 2012 - March 2013
John Hancock Financial Services June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Valuation
Education
Loyola Marymount University 2008 — 2012
Bachelor of Arts (BA), Economics
Boston College High School 2004 — 2008
High School Diploma
James Ahn CFP®, AIF®'s Halbert Hargrove Experience June 2012 - Present
Job Relationship Manager at Halbert Hargrove
Industry Investment Management
Experience
Halbert Hargrove June 2012 - Present
Citi Group April 2011 - June 2012
Edward Jones December 2007 - February 2011
Gallant Medical Supply September 2004 - November 2007
The Southwestern Company 2001 - 2004
Education
University of California, Los Angeles 1998 — 2003
Halbert Hargrove June 2012 - Present
Citi Group April 2011 - June 2012
Edward Jones December 2007 - February 2011
Gallant Medical Supply September 2004 - November 2007
The Southwestern Company 2001 - 2004
Education
University of California, Los Angeles 1998 — 2003
David Fluett's Halbert Hargrove Experience January 2000 - October 2005
Job Investment Adviser at Core Capital Solutions LLC
Industry Investment Management
Experience
Core Capital Solutions LLC November 2005 - Present
Halbert Hargrove January 2000 - October 2005
EFR Advisors Inc. June 1990 - December 1999
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1971 — 1975
BS, Finance
Core Capital Solutions LLC November 2005 - Present
Halbert Hargrove January 2000 - October 2005
EFR Advisors Inc. June 1990 - December 1999
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1971 — 1975
BS, Finance
Craig Schwartzhoff's Halbert Hargrove Experience 1998 - 2005
Job Vice President, Key Accounts at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial October 2012 - Present
Prudential Retirement September 2005 - September 2012
Halbert Hargrove 1998 - 2005
Education
University of Illinois at Chicago 1993 — 1996
Master of Business Administration (MBA), Finance, General
Elmhurst College 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Finance
Prudential Financial October 2012 - Present
Prudential Retirement September 2005 - September 2012
Halbert Hargrove 1998 - 2005
Education
University of Illinois at Chicago 1993 — 1996
Master of Business Administration (MBA), Finance, General
Elmhurst College 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Finance
Mollie McFarland's Halbert Hargrove Experience September 2013 - December 2013
Job Graduate of California State University of Long Beach
Industry Financial Services
Experience
Amphibious Medics October 2014 - Present
The Cheesecake Factory February 2012 - October 2014
Halbert Hargrove September 2013 - December 2013
Crown Wealth Management July 2013 - September 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Microsoft Word, Outlook, Facebook, English, Microsoft Office, CRM, Customer Service, Data Entry, Marketing
Education
California State University-Long Beach 2010 — 2014
Bachelor of Science (BS), Finance, General
Woodrow Wilson Classical High School 2006 — 2010
High School
Amphibious Medics October 2014 - Present
The Cheesecake Factory February 2012 - October 2014
Halbert Hargrove September 2013 - December 2013
Crown Wealth Management July 2013 - September 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Microsoft Word, Outlook, Facebook, English, Microsoft Office, CRM, Customer Service, Data Entry, Marketing
Education
California State University-Long Beach 2010 — 2014
Bachelor of Science (BS), Finance, General
Woodrow Wilson Classical High School 2006 — 2010
High School