Hanson McClain
Industry: Company
DescriptionFounded: 1993 Subsidiary: Simply Money Advisors
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Hanson McClain Employees
Employee
Years
Job
Industry
Steve Hilmes Steve Hilmes's Hanson McClain Experience December 2011 - 2014
Job Regional Wholesaler at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Hanson McClain December 2011 - 2014
Principal Financial Group November 1992 - November 2011
Equitable Life of Iowa January 1991 - October 1992
Skills
Marketing Strategy, Market Research, Retirement Planning, Relationship Management, Leadership, Insurance, Analysis, Investments, CRM, Sales, Business Planning, Marketing, Sales Management, Sales Presentations, Direct Marketing, Salesforce.com, Financial Services, Mutual Funds, Negotiation, Strategic Planning, Financial Planning, Management
Education
Drake University 1987 — 1989
Bachelor's degree, Advertising / Public Relations
Central College, Pella, IA 1985 — 1986
Voya Financial March 2015 - Present
Hanson McClain December 2011 - 2014
Principal Financial Group November 1992 - November 2011
Equitable Life of Iowa January 1991 - October 1992
Skills
Marketing Strategy, Market Research, Retirement Planning, Relationship Management, Leadership, Insurance, Analysis, Investments, CRM, Sales, Business Planning, Marketing, Sales Management, Sales Presentations, Direct Marketing, Salesforce.com, Financial Services, Mutual Funds, Negotiation, Strategic Planning, Financial Planning, Management
Education
Drake University 1987 — 1989
Bachelor's degree, Advertising / Public Relations
Central College, Pella, IA 1985 — 1986
Dave Tisza Dave Tisza's Hanson McClain Experience June 2005 - Present
Job Vice President Hanson McClain
Industry Financial Services
Experience
Hanson McClain June 2005 - Present
Principal Financial Group May 2003 - June 2005
A.G. Edwards & Sons, Inc. April 2002 - May 2003
Van Kampen Investments May 2000 - April 2002
Skills
Series 6, 7, 63, 65, 66, Management, Retirement Planning, Marketing, Investments, Wealth Management, Mutual Funds, Retirement, Asset Management, Finance, Investment Advisory
Education
Illinois State University
Hanson McClain June 2005 - Present
Principal Financial Group May 2003 - June 2005
A.G. Edwards & Sons, Inc. April 2002 - May 2003
Van Kampen Investments May 2000 - April 2002
Skills
Series 6, 7, 63, 65, 66, Management, Retirement Planning, Marketing, Investments, Wealth Management, Mutual Funds, Retirement, Asset Management, Finance, Investment Advisory
Education
Illinois State University
Daniel Fuad Daniel Fuad's Hanson McClain Experience June 2011 - August 2011
Job Associate Software Application Engineer at Workday
Industry Higher Education
Experience
Workday August 2014 - Present
California Polytechnic State University June 2012 - June 2014
Cisco Systems June 2013 - September 2013
Blakeslee & Blakeslee June 2012 - May 2013
California Polytechnic State University January 2011 - June 2012
Hanson McClain June 2011 - August 2011
American Cancer Society July 2010 - August 2010
U.S. Census Bureau April 2010 - June 2010
Skills
Photoshop, Public Speaking, Fundraising, Communication, Java, C, Improvisational Comedy, Microsoft Excel, Facebook, PowerPoint, Market Research, Research, Microsoft Word, Matlab, Statistics, HTML, Twitter, OS X, Minitab, Sales, Microsoft Office, Social Media, Outlook, Social Networking
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance Concentration, Senior
Mira Loma High School 2006 — 2010
Workday August 2014 - Present
California Polytechnic State University June 2012 - June 2014
Cisco Systems June 2013 - September 2013
Blakeslee & Blakeslee June 2012 - May 2013
California Polytechnic State University January 2011 - June 2012
Hanson McClain June 2011 - August 2011
American Cancer Society July 2010 - August 2010
U.S. Census Bureau April 2010 - June 2010
Skills
Photoshop, Public Speaking, Fundraising, Communication, Java, C, Improvisational Comedy, Microsoft Excel, Facebook, PowerPoint, Market Research, Research, Microsoft Word, Matlab, Statistics, HTML, Twitter, OS X, Minitab, Sales, Microsoft Office, Social Media, Outlook, Social Networking
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance Concentration, Senior
Mira Loma High School 2006 — 2010
Bill Copic, CMFC, FLMI Bill Copic, CMFC, FLMI's Hanson McClain Experience December 2009 - December 2014
Job Annuity Service at American Equity
Industry Financial Services
Experience
American Equity January 2015 - Present
Hanson McClain December 2009 - December 2014
Principal Financial Group August 2008 - December 2009
Principal Financial Group August 2001 - August 2009
Principal Financial Group March 1998 - August 2001
Principal Financial Group January 1995 - March 1998
Prudential Financial June 1994 - January 1995
Sears, Roebuck and Co. April 1991 - September 1992
Sears, Roebuck and Co. June 1989 - March 1992
Sears Roebuck and Company August 1984 - June 1989
Skills
Wealth Management, Series 6, Series 7, Series 63, Series 65, Series 66, CMFC Designation, Honorable Discharge, United States Army,..., Series 24, FLMI Designation
Education
University of Central Oklahoma 1982 — 1985
Bachelor's Degree, General Studies/ Business
Northwest Missouri State University 1966 — 1969
Education
American Equity January 2015 - Present
Hanson McClain December 2009 - December 2014
Principal Financial Group August 2008 - December 2009
Principal Financial Group August 2001 - August 2009
Principal Financial Group March 1998 - August 2001
Principal Financial Group January 1995 - March 1998
Prudential Financial June 1994 - January 1995
Sears, Roebuck and Co. April 1991 - September 1992
Sears, Roebuck and Co. June 1989 - March 1992
Sears Roebuck and Company August 1984 - June 1989
Skills
Wealth Management, Series 6, Series 7, Series 63, Series 65, Series 66, CMFC Designation, Honorable Discharge, United States Army,..., Series 24, FLMI Designation
Education
University of Central Oklahoma 1982 — 1985
Bachelor's Degree, General Studies/ Business
Northwest Missouri State University 1966 — 1969
Education
Matthew Christl, CFP® Matthew Christl, CFP®'s Hanson McClain Experience December 2013 - Present
Job Financial Advisor at Hanson McClain
Industry Financial Services
Experience
Hanson McClain December 2013 - Present
Nationwide Financial August 2011 - December 2013
Nationwide Financial June 2007 - August 2011
CLC Inc. August 2006 - May 2007
Wells Fargo Bank October 2002 - August 2006
Cal Fed Investments November 1991 - October 2001
Mering and Associates 1988 - 1988
Skills
Investments, Portfolio Management, Insurance, Financial Advisory, Banking, Credit, Asset Allocation, Commercial Banking, Strategic Financial..., Commercial Lending, Financial Analysis, Investment Strategies
Education
University of California, Davis 2007 — 2009
Certified Financial Planning
California State University-Sacramento 1984 — 1989
BA, Media Communications
Hanson McClain December 2013 - Present
Nationwide Financial August 2011 - December 2013
Nationwide Financial June 2007 - August 2011
CLC Inc. August 2006 - May 2007
Wells Fargo Bank October 2002 - August 2006
Cal Fed Investments November 1991 - October 2001
Mering and Associates 1988 - 1988
Skills
Investments, Portfolio Management, Insurance, Financial Advisory, Banking, Credit, Asset Allocation, Commercial Banking, Strategic Financial..., Commercial Lending, Financial Analysis, Investment Strategies
Education
University of California, Davis 2007 — 2009
Certified Financial Planning
California State University-Sacramento 1984 — 1989
BA, Media Communications
Eloisa Jensen Eloisa Jensen's Hanson McClain Experience December 2012 - Present
Job Client Service Supervisor
Industry Financial Services
Experience
Hanson McClain Advisors December 2014 - Present
Hanson McClain December 2012 - Present
Hanson McClain Advisors November 2013 - January 2014
Hanson McClain January 2006 - December 2012
PLATINUM MORTGAGE 2005 - 2005
COLDWELL BANKER ELITE 2004 - 2005
Skills
Training, Software Documentation, Data Entry, Time Management, Analysis, Finance, Sales, Investments, Customer Service, Microsoft Excel
Education
Sacramento City College
Hanson McClain Advisors December 2014 - Present
Hanson McClain December 2012 - Present
Hanson McClain Advisors November 2013 - January 2014
Hanson McClain January 2006 - December 2012
PLATINUM MORTGAGE 2005 - 2005
COLDWELL BANKER ELITE 2004 - 2005
Skills
Training, Software Documentation, Data Entry, Time Management, Analysis, Finance, Sales, Investments, Customer Service, Microsoft Excel
Education
Sacramento City College
Pamela Pozos Pamela Pozos's Hanson McClain Experience November 2012 - March 2013
Job Office Manager at Entrust IT Solutions
Industry Financial Services
Experience
Entrust IT Solutions January 2014 - Present
Sutter Health May 2013 - December 2013
Hanson McClain November 2012 - March 2013
Ameriprise Financial March 2008 - April 2012
Placer Superior Court August 2007 - March 2008
Video Products Distributors November 2005 - August 2007
Raymar information technology December 1999 - November 2004
Skills
Administrative..., Marketing, CRM, Event Planning, Management, Customer Satisfaction, Advertising, Data Entry
Education
Sierra College 2005 — 2006
Accounting and Business/Management
American River College 1998 — 2000
Business, Management, Marketing, and Related Support Services
Entrust IT Solutions January 2014 - Present
Sutter Health May 2013 - December 2013
Hanson McClain November 2012 - March 2013
Ameriprise Financial March 2008 - April 2012
Placer Superior Court August 2007 - March 2008
Video Products Distributors November 2005 - August 2007
Raymar information technology December 1999 - November 2004
Skills
Administrative..., Marketing, CRM, Event Planning, Management, Customer Satisfaction, Advertising, Data Entry
Education
Sierra College 2005 — 2006
Accounting and Business/Management
American River College 1998 — 2000
Business, Management, Marketing, and Related Support Services
Robert J. Fedigan, MBA Robert J. Fedigan, MBA's Hanson McClain Experience November 2013 - March 2014
Job Managing Partner & Financial Consultant at Capital Financial Management Group, LLC
Industry Financial Services
Experience
Capital Financial Management Group, LLC March 2014 - Present
Hanson McClain November 2013 - March 2014
VALIC August 2013 - November 2013
Allstate Financial Services, LLC March 2013 - August 2013
Capital Financial Management Group, LLC February 2002 - February 2013
US Army June 1989 - January 2002
Skills
Financial Planning, Solution Design, Personal Planning, Estate Planning, Management, Financial Planners, Business, 401k, Marketing, Recruiting, Customer Service, Financial Services, Small Business, Strategic Planning, Long-term Care, Business Planning, Insurance, Financial Analysis, Leadership, Team Building, Management Consulting, Business Development, Government, Strategic Financial..., Finance
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
University of Phoenix 2006 — 2010
BSB/F, Business Finance, 3.03
Capital Financial Management Group, LLC March 2014 - Present
Hanson McClain November 2013 - March 2014
VALIC August 2013 - November 2013
Allstate Financial Services, LLC March 2013 - August 2013
Capital Financial Management Group, LLC February 2002 - February 2013
US Army June 1989 - January 2002
Skills
Financial Planning, Solution Design, Personal Planning, Estate Planning, Management, Financial Planners, Business, 401k, Marketing, Recruiting, Customer Service, Financial Services, Small Business, Strategic Planning, Long-term Care, Business Planning, Insurance, Financial Analysis, Leadership, Team Building, Management Consulting, Business Development, Government, Strategic Financial..., Finance
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
University of Phoenix 2006 — 2010
BSB/F, Business Finance, 3.03
Tina Benich Tina Benich's Hanson McClain Experience July 2001 - February 2002
Job Account Manager
Industry Marketing and Advertising
Experience
Schipper Design+ February 2015 - Present
DeCarolis Design & Marketing May 2012 - February 2013
McDill Associates December 2010 - April 2012
Inns By The Sea May 2009 - December 2010
Full Steam Marketing & Design July 2007 - July 2008
Scott Campbell Photography March 2006 - July 2007
Full Steam Marketing & Design July 2004 - February 2006
Barcellona February 2003 - January 2004
Bernard Hodes Group August 2002 - January 2003
Hanson McClain July 2001 - February 2002
Skills
Public Relations, Marketing, Corporate Branding, Event Planning, Account Management, Advertising, Business Development, Media Planning, Strategic Planning, Trade Shows
Education
California State University-Sacramento 1994 — 1997
B.S., Business Administration with Marketing Concentration
Schipper Design+ February 2015 - Present
DeCarolis Design & Marketing May 2012 - February 2013
McDill Associates December 2010 - April 2012
Inns By The Sea May 2009 - December 2010
Full Steam Marketing & Design July 2007 - July 2008
Scott Campbell Photography March 2006 - July 2007
Full Steam Marketing & Design July 2004 - February 2006
Barcellona February 2003 - January 2004
Bernard Hodes Group August 2002 - January 2003
Hanson McClain July 2001 - February 2002
Skills
Public Relations, Marketing, Corporate Branding, Event Planning, Account Management, Advertising, Business Development, Media Planning, Strategic Planning, Trade Shows
Education
California State University-Sacramento 1994 — 1997
B.S., Business Administration with Marketing Concentration
Ashley (Ashley Cartwright) Roberts Ashley (Ashley Cartwright) Roberts's Hanson McClain Experience September 2006 - May 2012
Job JR Putman Heating, Air & Solar
Industry Renewables & Environment
Experience
JR Putman Heating, Air & Solar June 2015 - Present
CBRE June 2012 - May 2014
Hanson McClain September 2006 - May 2012
Elliott Benson, Market Research Firm November 2005 - August 2006
Skills
Leases, Marketing, Property Management, Tenant, Management, Lease Administration, Real Estate, Finance, Accounting, Investment Properties, Time Management, Invoicing, Contract Negotiation, Investments, Cold Calling, Sales, Property, Budgets, Financial Analysis, Insurance, Negotiation, Retail, Real Estate Development, Real Estate Transactions, Asset Management
Education
Southeastern Louisiana University 2001 — 2005
Marketing, Marketing
JR Putman Heating, Air & Solar June 2015 - Present
CBRE June 2012 - May 2014
Hanson McClain September 2006 - May 2012
Elliott Benson, Market Research Firm November 2005 - August 2006
Skills
Leases, Marketing, Property Management, Tenant, Management, Lease Administration, Real Estate, Finance, Accounting, Investment Properties, Time Management, Invoicing, Contract Negotiation, Investments, Cold Calling, Sales, Property, Budgets, Financial Analysis, Insurance, Negotiation, Retail, Real Estate Development, Real Estate Transactions, Asset Management
Education
Southeastern Louisiana University 2001 — 2005
Marketing, Marketing
Kris Emick's Hanson McClain Experience October 2013 - November 2014
Job Finance & Acquisitions at Continuity Partners Group
Industry Financial Services
Experience
Continuity Partners Group November 2014 - Present
Hanson McClain October 2013 - November 2014
Delta Iota of Phi Gamma Delta December 2009 - November 2014
FOCUS Advisory Services September 2010 - October 2013
US Bank May 2007 - July 2010
Wells Fargo Financial Leasing October 2005 - May 2007
Wells Fargo Financial Leasing November 2003 - October 2005
Wells Fargo Financial Leasing February 2001 - November 2003
Skills
Investments, Banking, Financial Services, Insurance, Securities, Management, Finance, Loans, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Commercial Lending, Commercial Banking, Consumer Lending, Wealth Management, Relationship Management, Retirement, Retirement Planning, Series 7, Mutual Funds, Strategic Financial...
Education
Drake University 1995 — 2001
BSBA, Information Systems
Jesup Community Schools 1991 — 1995
Continuity Partners Group November 2014 - Present
Hanson McClain October 2013 - November 2014
Delta Iota of Phi Gamma Delta December 2009 - November 2014
FOCUS Advisory Services September 2010 - October 2013
US Bank May 2007 - July 2010
Wells Fargo Financial Leasing October 2005 - May 2007
Wells Fargo Financial Leasing November 2003 - October 2005
Wells Fargo Financial Leasing February 2001 - November 2003
Skills
Investments, Banking, Financial Services, Insurance, Securities, Management, Finance, Loans, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Commercial Lending, Commercial Banking, Consumer Lending, Wealth Management, Relationship Management, Retirement, Retirement Planning, Series 7, Mutual Funds, Strategic Financial...
Education
Drake University 1995 — 2001
BSBA, Information Systems
Jesup Community Schools 1991 — 1995
Dave Sidnam's Hanson McClain Experience January 2007 - October 2008
Job Director, Solutions Architecture for Public Sector at Pegasystems
Industry Computer Software
Experience
Pegasystems January 2015 - Present
Pegasystems November 2011 - Present
Tagma Computing April 2009 - January 2012
Hanson McClain January 2007 - October 2008
Kelley & Swain May 2004 - September 2006
Microsoft Corporation 2001 - 2004
Microsoft 1992 - 2000
Skills
Business Intelligence, Enterprise Software, Enterprise Architecture, Cloud Computing, Integration, SDLC, IT Strategy, Software Project..., Requirements Analysis, SaaS, Program Management, Professional Services, SOA, Solution Architecture, Solution Selling, Agile Methodologies, Software Development, Business Process, PMP, Business Process Design
Education
West Coast University 1986 — 1988
MS, Computer Science
UC Irvine 1983 — 1985
B.S., Biological Sciences
Pegasystems January 2015 - Present
Pegasystems November 2011 - Present
Tagma Computing April 2009 - January 2012
Hanson McClain January 2007 - October 2008
Kelley & Swain May 2004 - September 2006
Microsoft Corporation 2001 - 2004
Microsoft 1992 - 2000
Skills
Business Intelligence, Enterprise Software, Enterprise Architecture, Cloud Computing, Integration, SDLC, IT Strategy, Software Project..., Requirements Analysis, SaaS, Program Management, Professional Services, SOA, Solution Architecture, Solution Selling, Agile Methodologies, Software Development, Business Process, PMP, Business Process Design
Education
West Coast University 1986 — 1988
MS, Computer Science
UC Irvine 1983 — 1985
B.S., Biological Sciences
Janelle Fraga's Hanson McClain Experience 2006 - 2008
Job CA HR Representative at RC Willey
Industry Retail
Experience
RC Willey November 2014 - Present
Capay Inc. August 2012 - October 2014
Expo Tack November 2010 - August 2012
Stemler, McTighe & Lewis June 2009 - July 2011
Hanson McClain 2006 - 2008
Liberty Reverse Mortgage 2006 - 2007
The Master's College 2004 - 2007
Kelley & Swain, Inc. 2005 - 2006
Education
The Master's College 2003 — 2007
Bachelor, Business
High School
RC Willey November 2014 - Present
Capay Inc. August 2012 - October 2014
Expo Tack November 2010 - August 2012
Stemler, McTighe & Lewis June 2009 - July 2011
Hanson McClain 2006 - 2008
Liberty Reverse Mortgage 2006 - 2007
The Master's College 2004 - 2007
Kelley & Swain, Inc. 2005 - 2006
Education
The Master's College 2003 — 2007
Bachelor, Business
High School
Peggy McGaw's Hanson McClain Experience 2007 - 2009
Job Owner at KDW Enterprises
Industry Accounting
Experience
Malkasian Accountancy December 2011 - Present
KDW Enterprises 2007 - Present
Hanson McClain 2007 - 2009
Pac-West Telecomm 2002 - 2006
theDial.com 1999 - 2002
Independent Consultant 1997 - 1999
Western Wireless 1995 - 1997
Coopers & Lybrand 1992 - 1995
NeXT Computer 1989 - 1992
Coopers & Lybrand 1985 - 1988
Skills
Start-ups, CPA, Finance, Internal Controls, Accounting, Mergers & Acquisitions, Forecasting, Budgets, Financial Reporting, Auditing, Strategic Financial..., Financial Accounting, Tax, Tax Research, Income Tax
Education
California State University-Fullerton - College of Business and Economics 1981 — 1983
B.A., Accounting
Malkasian Accountancy December 2011 - Present
KDW Enterprises 2007 - Present
Hanson McClain 2007 - 2009
Pac-West Telecomm 2002 - 2006
theDial.com 1999 - 2002
Independent Consultant 1997 - 1999
Western Wireless 1995 - 1997
Coopers & Lybrand 1992 - 1995
NeXT Computer 1989 - 1992
Coopers & Lybrand 1985 - 1988
Skills
Start-ups, CPA, Finance, Internal Controls, Accounting, Mergers & Acquisitions, Forecasting, Budgets, Financial Reporting, Auditing, Strategic Financial..., Financial Accounting, Tax, Tax Research, Income Tax
Education
California State University-Fullerton - College of Business and Economics 1981 — 1983
B.A., Accounting
Michael Spitler, CFA's Hanson McClain Experience 2002 - 2004
Job Senior Director at Pacific Asset Management
Industry Financial Services
Experience
Pacific Asset Management January 2011 - Present
Macquarie Funds Group April 2004 - December 2010
Hanson McClain 2002 - 2004
Education
California State University-Sacramento
Business Administration, Finance & Economics
London School of Economics and Political Science
Economics
Pacific Asset Management January 2011 - Present
Macquarie Funds Group April 2004 - December 2010
Hanson McClain 2002 - 2004
Education
California State University-Sacramento
Business Administration, Finance & Economics
London School of Economics and Political Science
Economics
Jay Cohen's Hanson McClain Experience September 2009 - September 2010
Job PhilanthroNation! Handing Kids the Reins of Change.
Industry Civic & Social Organization
Experience
Philanthro-Nation! March 2014 - Present
Boost Strategies October 2011 - Present
California Medical Association Foundation March 2013 - March 2014
Hanson McClain September 2009 - September 2010
Sacramento Region Community Foundation 2008 - 2010
UC Davis MIND Institute 2005 - 2007
The Black Cat Cafe 2003 - 2005
AMBPAC Software 2001 - 2003
Skills
Public Speaking, Public Relations, Nonprofits, Event Planning, Customer Service, Fundraising, Social Media Marketing, Marketing, Marketing Communications, Leadership Development, Strategic Planning, Social Media, Business Development, Volunteer Management, Media Relations, Start-ups, Strategic Communications, Event Management, Grant Writing, Grants, Business Networking, Philanthropy, Program Development
Education
UC Riverside 1980 — 1985
Bachelor of Arts (B.A.), Political Science
Philanthro-Nation! March 2014 - Present
Boost Strategies October 2011 - Present
California Medical Association Foundation March 2013 - March 2014
Hanson McClain September 2009 - September 2010
Sacramento Region Community Foundation 2008 - 2010
UC Davis MIND Institute 2005 - 2007
The Black Cat Cafe 2003 - 2005
AMBPAC Software 2001 - 2003
Skills
Public Speaking, Public Relations, Nonprofits, Event Planning, Customer Service, Fundraising, Social Media Marketing, Marketing, Marketing Communications, Leadership Development, Strategic Planning, Social Media, Business Development, Volunteer Management, Media Relations, Start-ups, Strategic Communications, Event Management, Grant Writing, Grants, Business Networking, Philanthropy, Program Development
Education
UC Riverside 1980 — 1985
Bachelor of Arts (B.A.), Political Science
Rick Tisza's Hanson McClain Experience January 2008 - Present
Job National Relationship Manager at Hanson McClain
Industry Financial Services
Experience
Hanson McClain January 2008 - Present
Education
Illinois State University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Hanson McClain January 2008 - Present
Education
Illinois State University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Deloitte
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Ernst & Young
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PricewaterhouseCoopers
EY