Hewins Financial Wipfli Hewins
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Hewins Financial Wipfli Hewins Employees
Employee
Years
Job
Industry
Diana L. Willson Diana L. Willson's Hewins Financial Wipfli Hewins Experience October 2013 - January 2014
Job Innovative Digital Content Strategist | Marketing Manager | Social Media Guru
Industry Financial Services
Experience
AssetMark March 2015 - Present
Forward January 2014 - September 2014
Hewins Financial Wipfli Hewins October 2013 - January 2014
Hewins Financial Advisors May 2011 - October 2013
Hewins Financial Advisors October 2010 - May 2011
Hewins Financial Advisors March 2009 - October 2010
Skills
Social Media Marketing, Email Marketing, Marketing Strategy, Copywriting, Editing, Digital Communication..., Marketing Plan Creation, Complex Project..., Corporate Blogging, Strategic Planning, Brand Management, Brand Awareness, Branding & Identity, Product Marketing, Event Planning, Integrated Marketing, Marketing, Digital Marketing, Online Marketing, Corporate Website..., Design, Social Networking, Social Media, Blogging, Event Management, Organizational Culture, Management, Leadership, High degree of..., Investment Advisory, Mutual Funds, Alternative Investments, WordPress, Constant Contact, iContact, Microsoft CRM, Agile Project Management, Brand Implementation, Customer Service, Cross-functional..., Sales and Marketing, Multimedia, Concept Creation, Innovation, SEO, Audience Development, Content Buzz, Copy Editing, Attention to detail, Integrity
Education
Trinity College, Dublin 2007 — 2008
Master of Philosophy (M.Phil.), Medieval Language, Literature and Culture
California State University Stanislaus 2005 — 2007
Bachelor of Arts (B.A.), English
AssetMark March 2015 - Present
Forward January 2014 - September 2014
Hewins Financial Wipfli Hewins October 2013 - January 2014
Hewins Financial Advisors May 2011 - October 2013
Hewins Financial Advisors October 2010 - May 2011
Hewins Financial Advisors March 2009 - October 2010
Skills
Social Media Marketing, Email Marketing, Marketing Strategy, Copywriting, Editing, Digital Communication..., Marketing Plan Creation, Complex Project..., Corporate Blogging, Strategic Planning, Brand Management, Brand Awareness, Branding & Identity, Product Marketing, Event Planning, Integrated Marketing, Marketing, Digital Marketing, Online Marketing, Corporate Website..., Design, Social Networking, Social Media, Blogging, Event Management, Organizational Culture, Management, Leadership, High degree of..., Investment Advisory, Mutual Funds, Alternative Investments, WordPress, Constant Contact, iContact, Microsoft CRM, Agile Project Management, Brand Implementation, Customer Service, Cross-functional..., Sales and Marketing, Multimedia, Concept Creation, Innovation, SEO, Audience Development, Content Buzz, Copy Editing, Attention to detail, Integrity
Education
Trinity College, Dublin 2007 — 2008
Master of Philosophy (M.Phil.), Medieval Language, Literature and Culture
California State University Stanislaus 2005 — 2007
Bachelor of Arts (B.A.), English
Julia Post Julia Post's Hewins Financial Wipfli Hewins Experience March 2011 - December 2012
Job Scheduler at Collotype Labels
Industry Marketing and Advertising
Experience
Collotype Labels July 2015 - Present
University Graphic Systems June 2014 - June 2015
University Graphic Systems September 2012 - July 2013
Hewins Financial Wipfli Hewins March 2011 - December 2012
Cal Poly Foundation February 2011 - February 2012
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Graphic Communication
University of Munich School of Applied Sciences 2013 — 2014
Print and Media Technology
Collotype Labels July 2015 - Present
University Graphic Systems June 2014 - June 2015
University Graphic Systems September 2012 - July 2013
Hewins Financial Wipfli Hewins March 2011 - December 2012
Cal Poly Foundation February 2011 - February 2012
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Graphic Communication
University of Munich School of Applied Sciences 2013 — 2014
Print and Media Technology
Amanda Liberatore Amanda Liberatore's Hewins Financial Wipfli Hewins Experience September 2014 - Present
Job Marketing Copyeditor at Hewins Financial | Wipfli Hewins
Industry Marketing and Advertising
Experience
Hewins Financial Wipfli Hewins September 2014 - Present
George Street Photo & Video April 2013 - September 2014
Imagination Publishing January 2013 - April 2013
Imagination Publishing June 2012 - December 2012
MKTG INC November 2011 - December 2012
Illinois Alumni Magazine January 2012 - May 2012
IMPULSE Magazine January 2011 - May 2011
College Fashionista May 2010 - May 2011
The Daily Illini September 2008 - March 2009
Skills
Blogging, Magazines, Journalism, Content Development, Editorial, Press Releases, Web Content, Marketing Communications, Digital Marketing, Research, Writing, Proofreading, InDesign, Newspapers, Client Facing Skills, Publishing, Interviewing Skills, Interpersonal..., News Writing, Newspaper, Copy Editing
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (B.A.), English and Communication
The University of Western Australia 2011 — 2011
International Exchange Program, Fall 2011
Hewins Financial Wipfli Hewins September 2014 - Present
George Street Photo & Video April 2013 - September 2014
Imagination Publishing January 2013 - April 2013
Imagination Publishing June 2012 - December 2012
MKTG INC November 2011 - December 2012
Illinois Alumni Magazine January 2012 - May 2012
IMPULSE Magazine January 2011 - May 2011
College Fashionista May 2010 - May 2011
The Daily Illini September 2008 - March 2009
Skills
Blogging, Magazines, Journalism, Content Development, Editorial, Press Releases, Web Content, Marketing Communications, Digital Marketing, Research, Writing, Proofreading, InDesign, Newspapers, Client Facing Skills, Publishing, Interviewing Skills, Interpersonal..., News Writing, Newspaper, Copy Editing
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (B.A.), English and Communication
The University of Western Australia 2011 — 2011
International Exchange Program, Fall 2011
Dan Wanous Dan Wanous's Hewins Financial Wipfli Hewins Experience January 2015 - March 2015
Job Investment Operations Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial June 2015 - Present
Bethel University May 2014 - May 2015
Hewins Financial Wipfli Hewins January 2015 - March 2015
Wells Fargo January 2015 - January 2015
Compass Financial Group May 2014 - August 2014
Skills
Public Speaking, Strategic Planning, Volunteer Management, Customer Service, Team Development, Management, Leadership Development, Leadership, Event Planning, Community Outreach, Student Development, Economics, Finance, StrengthsFinder, MBTI, Teamwork, Financial Analysis, Fundraising, Team Building, Team Leadership, Microfinance
Education
Bethel University 2011 — 2015
Bachelor's Degree, Economics and Finance
Thrivent Financial June 2015 - Present
Bethel University May 2014 - May 2015
Hewins Financial Wipfli Hewins January 2015 - March 2015
Wells Fargo January 2015 - January 2015
Compass Financial Group May 2014 - August 2014
Skills
Public Speaking, Strategic Planning, Volunteer Management, Customer Service, Team Development, Management, Leadership Development, Leadership, Event Planning, Community Outreach, Student Development, Economics, Finance, StrengthsFinder, MBTI, Teamwork, Financial Analysis, Fundraising, Team Building, Team Leadership, Microfinance
Education
Bethel University 2011 — 2015
Bachelor's Degree, Economics and Finance
Sheila Handrick, CFP®, CRPC® Sheila Handrick, CFP®, CRPC®'s Hewins Financial Wipfli Hewins Experience May 2013 - Present
Job Consultant at Wipfli Hewins
Industry Investment Management
Experience
Hewins Financial Wipfli Hewins May 2013 - Present
Hewins Financial Wipfli Hewins January 2012 - May 2013
Hewins Financial Wipfli Hewins August 2007 - January 2012
State of Wisconsin DFI February 1999 - June 2001
Avco Financial January 1996 - February 1999
Best Advantage Credit Union June 1991 - June 1993
Skills
Financial Advisory, Financial Analysis, Tax, Investments, Accounting, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Asset Allocation, Asset Managment, Personal Finance, Risk Management, Management Consulting, Investment Advisory
Education
University of Wisconsin-Whitewater 1993 — 1995
BBA, Finance
Kaplan University 2010 — 2011
Financial Planning Education Program, Financial Planning
University of Wisconsin - Manitowoc Center 1991 — 1993
Associates, General
College for Financial Planning 2014 — 2015
Charter Retirement Planning Counselor (CRPC®)
Hewins Financial Wipfli Hewins May 2013 - Present
Hewins Financial Wipfli Hewins January 2012 - May 2013
Hewins Financial Wipfli Hewins August 2007 - January 2012
State of Wisconsin DFI February 1999 - June 2001
Avco Financial January 1996 - February 1999
Best Advantage Credit Union June 1991 - June 1993
Skills
Financial Advisory, Financial Analysis, Tax, Investments, Accounting, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Asset Allocation, Asset Managment, Personal Finance, Risk Management, Management Consulting, Investment Advisory
Education
University of Wisconsin-Whitewater 1993 — 1995
BBA, Finance
Kaplan University 2010 — 2011
Financial Planning Education Program, Financial Planning
University of Wisconsin - Manitowoc Center 1991 — 1993
Associates, General
College for Financial Planning 2014 — 2015
Charter Retirement Planning Counselor (CRPC®)
Chelsea Blakeley Chelsea Blakeley's Hewins Financial Wipfli Hewins Experience 2014 - Present
Job Client Service Representative
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins 2014 - Present
BMW September 2010 - 2014
Aloft San Francisco Airport June 2013 - August 2013
Skills
Office Administration, Administrative..., Receptionist Duties, Telephone Skills, Invoicing, Office Management, Spreadsheets, Payroll, Administrative Work, Data Entry, Invoice Processing, Time Management, Outlook, Team-oriented, Customer Satisfaction
Education
University of San Francisco 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
College of San Mateo 2009 — 2012
Associate's degree, Business administration
Hewins Financial Wipfli Hewins 2014 - Present
BMW September 2010 - 2014
Aloft San Francisco Airport June 2013 - August 2013
Skills
Office Administration, Administrative..., Receptionist Duties, Telephone Skills, Invoicing, Office Management, Spreadsheets, Payroll, Administrative Work, Data Entry, Invoice Processing, Time Management, Outlook, Team-oriented, Customer Satisfaction
Education
University of San Francisco 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
College of San Mateo 2009 — 2012
Associate's degree, Business administration
Benjamin Katz Benjamin Katz's Hewins Financial Wipfli Hewins Experience April 2014 - Present
Job Investment Associate at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins April 2014 - Present
Moorpark College August 2010 - August 2011
Starbucks August 2006 - January 2010
Skills
Communication, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Social Media, Matlab, Time Management, Academic Tutoring, LaTeX, Advanced Mathematics, C
Education
University of California, Berkeley 2011 — 2013
Bachelor's degree in Mathematics, Bachelor's degree in Molecular Neurobiology
Moorpark College 2009 — 2011
Transfer, 4.0
Hewins Financial Wipfli Hewins April 2014 - Present
Moorpark College August 2010 - August 2011
Starbucks August 2006 - January 2010
Skills
Communication, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Social Media, Matlab, Time Management, Academic Tutoring, LaTeX, Advanced Mathematics, C
Education
University of California, Berkeley 2011 — 2013
Bachelor's degree in Mathematics, Bachelor's degree in Molecular Neurobiology
Moorpark College 2009 — 2011
Transfer, 4.0
Sergio G. Campos Sergio G. Campos's Hewins Financial Wipfli Hewins Experience September 2015 - Present
Job Technology Associate at Hewins Financial | Wipfli Hewins
Industry Investment Management
Experience
Hewins Financial Wipfli Hewins September 2015 - Present
Hewins Financial Wipfli Hewins April 2014 - September 2015
Sam Liccardo for Mayor January 2014 - May 2014
Morgan Stanley Wealth Management May 2013 - December 2013
Mexican-American Studies Dept at San Jose State University September 2012 - July 2013
Fry's Electronics August 2011 - September 2012
Skills
Leadership, Customer Service, Microsoft Word, Entrepreneurship, Marketing, Social Networking, Microsoft Excel, Sales, Financial Analysis, Team Building, Economics, Econometrics, Social Media, Market Research, Finance, Data Analysis, Regression Analysis, PowerPoint, Time Management, Typing, Communication, Microsoft Office, Real Estate, Bi-lingual, Property Management, Email Marketing, Negotiation, Multilingual, Landlord/Tenant Matters, Landlord/tenant Issues, Rent Manager, HTML 5, WordPress, Microsoft CRM, Public Speaking, Teamwork, Event Planning
Education
San Jose State University 2011 — 2013
Bachelor's Degree, Economics
Modesto Junior College 2006 — 2010
Associate's Degree, Concentration in economics
Hewins Financial Wipfli Hewins September 2015 - Present
Hewins Financial Wipfli Hewins April 2014 - September 2015
Sam Liccardo for Mayor January 2014 - May 2014
Morgan Stanley Wealth Management May 2013 - December 2013
Mexican-American Studies Dept at San Jose State University September 2012 - July 2013
Fry's Electronics August 2011 - September 2012
Skills
Leadership, Customer Service, Microsoft Word, Entrepreneurship, Marketing, Social Networking, Microsoft Excel, Sales, Financial Analysis, Team Building, Economics, Econometrics, Social Media, Market Research, Finance, Data Analysis, Regression Analysis, PowerPoint, Time Management, Typing, Communication, Microsoft Office, Real Estate, Bi-lingual, Property Management, Email Marketing, Negotiation, Multilingual, Landlord/Tenant Matters, Landlord/tenant Issues, Rent Manager, HTML 5, WordPress, Microsoft CRM, Public Speaking, Teamwork, Event Planning
Education
San Jose State University 2011 — 2013
Bachelor's Degree, Economics
Modesto Junior College 2006 — 2010
Associate's Degree, Concentration in economics
Blake Faust Blake Faust's Hewins Financial Wipfli Hewins Experience June 2013 - Present
Job Associate Consultant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins June 2013 - Present
University of Minnesota-Duluth January 2013 - April 2013
LKQ Corporation June 2012 - September 2012
Viking Auto Salvage, Inc May 2008 - August 2011
Skills
Microsoft Office, PowerPoint, Teamwork, Strategic Financial..., Microsoft Word, Social Media, Finance, Customer Service, Morningstar, Microsoft Excel
Education
University of Minnesota-Duluth 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Minnesota-Duluth 2008 — 2013
Minor, Financial Planning and Services
University of Minnesota-Duluth 2008 — 2013
Minor, Accounting
Hewins Financial Wipfli Hewins June 2013 - Present
University of Minnesota-Duluth January 2013 - April 2013
LKQ Corporation June 2012 - September 2012
Viking Auto Salvage, Inc May 2008 - August 2011
Skills
Microsoft Office, PowerPoint, Teamwork, Strategic Financial..., Microsoft Word, Social Media, Finance, Customer Service, Morningstar, Microsoft Excel
Education
University of Minnesota-Duluth 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Minnesota-Duluth 2008 — 2013
Minor, Financial Planning and Services
University of Minnesota-Duluth 2008 — 2013
Minor, Accounting
Jiovanna Sainz Jiovanna Sainz's Hewins Financial Wipfli Hewins Experience January 2008 - March 2008
Job CSC Customer Service Coordinator at Ryder Transportation
Industry Transportation/Trucking/Railroad
Experience
Ryder Transportation March 2014 - Present
Bay Air HVAC Services, INC January 2014 - March 2014
SF-Marin Food Bank November 2013 - January 2014
Hunters View Property August 2013 - October 2013
Caregiver January 2011 - January 2012
Holiday Inn Express & Suites March 2010 - November 2010
Children Pre-school Center March 2008 - July 2008
Hewins Financial Wipfli Hewins January 2008 - March 2008
Rush Personnel Service January 2005 - January 2006
All Star Pac Inc January 2004 - January 2005
Skills
Outlook, Accounts Payable, Invoicing, QuickBooks, Microsoft Excel, Filing, Fax, Data Entry, Telephone Skills, Customer Service, Microsoft Word, Time Management, Administrative..., Customer Satisfaction, Process Scheduler, Accounts Receivable
Education
DeVry University
BA-Justice Administration (In Progress
Ryder Transportation March 2014 - Present
Bay Air HVAC Services, INC January 2014 - March 2014
SF-Marin Food Bank November 2013 - January 2014
Hunters View Property August 2013 - October 2013
Caregiver January 2011 - January 2012
Holiday Inn Express & Suites March 2010 - November 2010
Children Pre-school Center March 2008 - July 2008
Hewins Financial Wipfli Hewins January 2008 - March 2008
Rush Personnel Service January 2005 - January 2006
All Star Pac Inc January 2004 - January 2005
Skills
Outlook, Accounts Payable, Invoicing, QuickBooks, Microsoft Excel, Filing, Fax, Data Entry, Telephone Skills, Customer Service, Microsoft Word, Time Management, Administrative..., Customer Satisfaction, Process Scheduler, Accounts Receivable
Education
DeVry University
BA-Justice Administration (In Progress
Rachel Pazda Rachel Pazda's Hewins Financial Wipfli Hewins Experience January 2014 - November 2014
Job Tour Administrator at Billions Corporation
Industry Music
Experience
Billions Corporation May 2013 - Present
Hewins Financial Wipfli Hewins January 2014 - November 2014
Charming Charlie May 2010 - January 2014
Live Nation April 2013 - August 2013
KMA Management April 2012 - August 2012
Metro Chicago July 2010 - February 2012
Skills
Social Media, Marketing Strategy, WordPress, Google Docs, Mac OS, Microsoft Office, Marketing, Photography, Event Planning, Music Industry, Facebook, Social Networking, Event Management
Education
Columbia College Chicago 2011 — 2013
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management
Loyola University of Chicago 2009 — 2011
Communication and Media Studies
Billions Corporation May 2013 - Present
Hewins Financial Wipfli Hewins January 2014 - November 2014
Charming Charlie May 2010 - January 2014
Live Nation April 2013 - August 2013
KMA Management April 2012 - August 2012
Metro Chicago July 2010 - February 2012
Skills
Social Media, Marketing Strategy, WordPress, Google Docs, Mac OS, Microsoft Office, Marketing, Photography, Event Planning, Music Industry, Facebook, Social Networking, Event Management
Education
Columbia College Chicago 2011 — 2013
Bachelor of Arts (B.A.), Arts, Entertainment, and Media Management
Loyola University of Chicago 2009 — 2011
Communication and Media Studies
William Sosniecki William Sosniecki's Hewins Financial Wipfli Hewins Experience June 2014 - August 2014
Job Summer Associate at Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins June 2014 - August 2014
Target August 2011 - August 2013
Target February 2011 - August 2011
Tinucci's Restaurant June 2009 - January 2011
Skills
Team Leadership, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Public Speaking, C++, Java, HTML, English, C, Matlab, Windows, Event Planning, AutoCAD, SQL
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS), Finance and MIS
Saint Thomas Academy 2008 — 2012
Hewins Financial Wipfli Hewins June 2014 - August 2014
Target August 2011 - August 2013
Target February 2011 - August 2011
Tinucci's Restaurant June 2009 - January 2011
Skills
Team Leadership, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Public Speaking, C++, Java, HTML, English, C, Matlab, Windows, Event Planning, AutoCAD, SQL
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS), Finance and MIS
Saint Thomas Academy 2008 — 2012
Ari Rokeach Ari Rokeach's Hewins Financial Wipfli Hewins Experience September 2013 - April 2015
Job Associate at Newmark Cornish & Carey
Industry Real Estate
Experience
Newmark Cornish & Carey July 2015 - Present
Hewins Financial Wipfli Hewins September 2013 - April 2015
Hewins Financial Wipfli Hewins March 2012 - August 2013
Hewins Financial Wipfli Hewins September 2011 - February 2012
Three Bridge Wealth Advisors, LLC July 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - August 2011
UC Davis, Graduate School of Management March 2011 - June 2011
California-Asia Business Council September 2010 - October 2010
Skills
Tenant Representation, Lease Negotiations, Corporate Real Estate, Entrepreneurship, Relationship Building, Strategic Planning, Valuation, Portfolio Management, Business Development, CRM, Shared Office Space, Securities Valuation, Securities Market, Regression Analysis, Project Management, Decision Analysis, Microsoft Office, Key Client Relationships, Maintaining Strong..., Detailed Organization, Market Research, Microsoft Excel, Technical Analysis, Business Intelligence, Social Media, Investments, Wealth Management, Finance, PowerPoint
Education
University of California, Davis 2007 — 2011
BS, Managerial Economics, emphasis on Environmental and Resource Economics
Tel Aviv University 2009 — 2010
Study Abroad, Overseas Program
Newmark Cornish & Carey July 2015 - Present
Hewins Financial Wipfli Hewins September 2013 - April 2015
Hewins Financial Wipfli Hewins March 2012 - August 2013
Hewins Financial Wipfli Hewins September 2011 - February 2012
Three Bridge Wealth Advisors, LLC July 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - August 2011
UC Davis, Graduate School of Management March 2011 - June 2011
California-Asia Business Council September 2010 - October 2010
Skills
Tenant Representation, Lease Negotiations, Corporate Real Estate, Entrepreneurship, Relationship Building, Strategic Planning, Valuation, Portfolio Management, Business Development, CRM, Shared Office Space, Securities Valuation, Securities Market, Regression Analysis, Project Management, Decision Analysis, Microsoft Office, Key Client Relationships, Maintaining Strong..., Detailed Organization, Market Research, Microsoft Excel, Technical Analysis, Business Intelligence, Social Media, Investments, Wealth Management, Finance, PowerPoint
Education
University of California, Davis 2007 — 2011
BS, Managerial Economics, emphasis on Environmental and Resource Economics
Tel Aviv University 2009 — 2010
Study Abroad, Overseas Program
Noah Marell, CFP®'s Hewins Financial Wipfli Hewins Experience April 2015 - Present
Job Senior Associate Consultant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins April 2015 - Present
Hewins Financial Wipfli Hewins March 2012 - March 2015
ING Financial Partners October 2009 - March 2012
Skills
Financial Analysis, Investments, Wealth Management, Social Media, Portfolio Management, Finance, Investment Management, Investment Strategies, Personal Finance, Retirement Planning, Asset Allocation, Wealth Management..., Asset Management, Financial Modeling, Data Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB - Finance
University of Minnesota-Twin Cities 2008 — 2012
BSB - Finance
Hewins Financial Wipfli Hewins April 2015 - Present
Hewins Financial Wipfli Hewins March 2012 - March 2015
ING Financial Partners October 2009 - March 2012
Skills
Financial Analysis, Investments, Wealth Management, Social Media, Portfolio Management, Finance, Investment Management, Investment Strategies, Personal Finance, Retirement Planning, Asset Allocation, Wealth Management..., Asset Management, Financial Modeling, Data Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB - Finance
University of Minnesota-Twin Cities 2008 — 2012
BSB - Finance
Christina Gann Munguia's Hewins Financial Wipfli Hewins Experience February 2015 - Present
Job Financial Planning Graduate
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins February 2015 - Present
Stanford University, Graduate School of Business January 2010 - May 2012
Stanford University, Graduate School of Business July 2006 - December 2009
Stanford University, Graduate School of Business April 2003 - June 2006
PACIFIC SCIENTIFIC ENERGETIC MATERIALS March 2001 - January 2003
Skills
Admissions, Higher Education, System Administration, Strategic Financial..., Strategic Planning, Customer Service, Student Loans, Public Speaking, Training, Budgets, Management, Finance, Program Management, Student Financial Aid
Education
Golden Gate University 2007 — 2013
Master of Science (M.S.), Financial Planning, Graduated with honors
Santa Clara University 1995 — 2000
B.S, Psychology
Hewins Financial Wipfli Hewins February 2015 - Present
Stanford University, Graduate School of Business January 2010 - May 2012
Stanford University, Graduate School of Business July 2006 - December 2009
Stanford University, Graduate School of Business April 2003 - June 2006
PACIFIC SCIENTIFIC ENERGETIC MATERIALS March 2001 - January 2003
Skills
Admissions, Higher Education, System Administration, Strategic Financial..., Strategic Planning, Customer Service, Student Loans, Public Speaking, Training, Budgets, Management, Finance, Program Management, Student Financial Aid
Education
Golden Gate University 2007 — 2013
Master of Science (M.S.), Financial Planning, Graduated with honors
Santa Clara University 1995 — 2000
B.S, Psychology
Cary Rogers Cary Rogers's Hewins Financial Wipfli Hewins Experience July 2014 - Present
Job Client Service Specialist at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins July 2014 - Present
Hewins Financial Wipfli Hewins June 2013 - July 2014
Hewins Financial Wipfli Hewins March 2013 - May 2013
College of the Siskiyous Nursing Program June 2012 - August 2012
Education
University of California, Davis 2009 — 2012
Bachelor of Arts (B.A.), English Language and Literature, History
Hewins Financial Wipfli Hewins July 2014 - Present
Hewins Financial Wipfli Hewins June 2013 - July 2014
Hewins Financial Wipfli Hewins March 2013 - May 2013
College of the Siskiyous Nursing Program June 2012 - August 2012
Education
University of California, Davis 2009 — 2012
Bachelor of Arts (B.A.), English Language and Literature, History
Mikhael Balachov Mikhael Balachov's Hewins Financial Wipfli Hewins Experience July 2013 - Present
Job Principal / Director of Operations at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins July 2013 - Present
Hewins Financial Wipfli Hewins April 2010 - July 2013
Hewins Financial Wipfli Hewins April 2008 - May 2010
Skills
Microsoft CRM, Advent Axys, Model Portfolios, Modern Portfolio Theory, Project Management, Training, PortfolioCenter, Performance Reporting, Tamarac Advisor CRM, Tamarac Advisor View, Tamarac Advisor...
Education
University of California, Davis 2000 — 2005
B.S. in Biological Sciences, B.A. in Economics
Hewins Financial Wipfli Hewins July 2013 - Present
Hewins Financial Wipfli Hewins April 2010 - July 2013
Hewins Financial Wipfli Hewins April 2008 - May 2010
Skills
Microsoft CRM, Advent Axys, Model Portfolios, Modern Portfolio Theory, Project Management, Training, PortfolioCenter, Performance Reporting, Tamarac Advisor CRM, Tamarac Advisor View, Tamarac Advisor...
Education
University of California, Davis 2000 — 2005
B.S. in Biological Sciences, B.A. in Economics
Lisa (Roche) Berlage, MBA, CFP® Lisa (Roche) Berlage, MBA, CFP®'s Hewins Financial Wipfli Hewins Experience April 2013 - July 2014
Job Senior Wealth Advisor at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
Hewins Financial Wipfli Hewins April 2013 - July 2014
Wipfli Hewins Investment Advisors October 2010 - April 2013
Lindgren, Callihan, Van Osdol & Co., Ltd. August 2003 - October 2010
Little People's Place May 2002 - August 2003
Belvidere National Bank & Trust Co. January 1999 - May 2002
Skills
Comprehensive Wealth..., Financial Planning, Cash Flow Management, Scenario Planning, Wealth Management, Financial Advisory, Mutual Funds, Investment Management, Investment Strategies, Financial Planners, Finance, Personal Finance, CRM, Retirement Planning, Asset Allocation, Investment Advisory, Asset Management, Estate Planning, Tax, Investments, Access, Retirement, Financial Analysis, Risk Management
Education
Rockford University 1998 — 2001
MBA
Northern Illinois University 1990 — 1995
BGS
The American College
CFP Certification Curriculum
Vanguard July 2014 - Present
Hewins Financial Wipfli Hewins April 2013 - July 2014
Wipfli Hewins Investment Advisors October 2010 - April 2013
Lindgren, Callihan, Van Osdol & Co., Ltd. August 2003 - October 2010
Little People's Place May 2002 - August 2003
Belvidere National Bank & Trust Co. January 1999 - May 2002
Skills
Comprehensive Wealth..., Financial Planning, Cash Flow Management, Scenario Planning, Wealth Management, Financial Advisory, Mutual Funds, Investment Management, Investment Strategies, Financial Planners, Finance, Personal Finance, CRM, Retirement Planning, Asset Allocation, Investment Advisory, Asset Management, Estate Planning, Tax, Investments, Access, Retirement, Financial Analysis, Risk Management
Education
Rockford University 1998 — 2001
MBA
Northern Illinois University 1990 — 1995
BGS
The American College
CFP Certification Curriculum
Dillon Craig Dillon Craig's Hewins Financial Wipfli Hewins Experience April 2015 - Present
Job Senior Operations Associate at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins April 2015 - Present
Hewins Financial Wipfli Hewins March 2013 - April 2015
Santa Cruz County Parks – Simpkins Family Swim Center June 2012 - February 2013
CSU Chico Study Abroad Office August 2012 - December 2012
Santa Cruz County Parks - Simpkins Family Swim Center May 2005 - May 2012
Skills
Scuba cerified through..., Proficient in Microsoft..., Very organized and..., Good at taking...
Education
California State University-Chico 2008 — 2012
Bachelor of Science, Business Administration; Finance; Financial Management
Soquel High School 2005 — 2008
Hewins Financial Wipfli Hewins April 2015 - Present
Hewins Financial Wipfli Hewins March 2013 - April 2015
Santa Cruz County Parks – Simpkins Family Swim Center June 2012 - February 2013
CSU Chico Study Abroad Office August 2012 - December 2012
Santa Cruz County Parks - Simpkins Family Swim Center May 2005 - May 2012
Skills
Scuba cerified through..., Proficient in Microsoft..., Very organized and..., Good at taking...
Education
California State University-Chico 2008 — 2012
Bachelor of Science, Business Administration; Finance; Financial Management
Soquel High School 2005 — 2008
Bill Steiner Bill Steiner's Hewins Financial Wipfli Hewins Experience January 2013 - Present
Job Chief Compliance Officer and Legal Counsel at Hewins Brokerage Services, LLC
Industry Law Practice
Experience
Hewins Financial Wipfli Hewins January 2013 - Present
Hewins Financial Wipfli Hewins March 2012 - January 2013
Baldwin Law Group March 2011 - March 2012
Delivery Agent 2010 - 2011
Berman Entertainment and Technology Law 2009 - 2009
Skills
Financial Regulation, Registered Investment..., FINRA Arbitration
Education
Golden Gate University, School of Law 2007 — 2010
J.D.
University of Washington 2002 — 2007
BA, Italian Language and Literature
Hewins Financial Wipfli Hewins January 2013 - Present
Hewins Financial Wipfli Hewins March 2012 - January 2013
Baldwin Law Group March 2011 - March 2012
Delivery Agent 2010 - 2011
Berman Entertainment and Technology Law 2009 - 2009
Skills
Financial Regulation, Registered Investment..., FINRA Arbitration
Education
Golden Gate University, School of Law 2007 — 2010
J.D.
University of Washington 2002 — 2007
BA, Italian Language and Literature
Patrice M. Cresci, CFP® Patrice M. Cresci, CFP®'s Hewins Financial Wipfli Hewins Experience March 2015 - Present
Job Principal, Regional Director at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins March 2015 - Present
Hewins Financial Wipfli Hewins June 2014 - Present
Hewins Financial Advisors May 2012 - Present
Hewins Financial Advisors January 2010 - May 2012
Hewins Financial Advisors May 2008 - January 2010
Hewins Financial Advisors June 2007 - May 2008
Hewins Financial Advisors July 2006 - July 2007
Skills
Wealth Management, Strategic Financial..., Investment Management, Financial Advisory, Personal Finance, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Certified Financial..., Series 65, Financial Planning, Portfolio Management, Insurance, Financial Analysis, Retirement, Microsoft Office, Axys
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Hewins Financial Wipfli Hewins March 2015 - Present
Hewins Financial Wipfli Hewins June 2014 - Present
Hewins Financial Advisors May 2012 - Present
Hewins Financial Advisors January 2010 - May 2012
Hewins Financial Advisors May 2008 - January 2010
Hewins Financial Advisors June 2007 - May 2008
Hewins Financial Advisors July 2006 - July 2007
Skills
Wealth Management, Strategic Financial..., Investment Management, Financial Advisory, Personal Finance, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Certified Financial..., Series 65, Financial Planning, Portfolio Management, Insurance, Financial Analysis, Retirement, Microsoft Office, Axys
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Kathleen Hosty Kathleen Hosty's Hewins Financial Wipfli Hewins Experience May 2010 - November 2012
Job Financial Advisor at Mueller Financial Services, Inc.
Industry Financial Services
Experience
Mueller Financial Services, Inc. April 2013 - Present
Hewins Financial Wipfli Hewins May 2010 - November 2012
J.P. Morgan January 2008 - January 2010
Citi January 2007 - December 2007
Theatreplex Entertainment Properties, Inc. April 1997 - June 2003
KH Investment Co. January 1996 - April 1997
Merrill Lynch April 1978 - December 1995
Skills
Investment Advisory, Investments, Estate Planning, Asset Allocation, Strategic Financial..., Equities, Financial Advisory, Alternative Investments, Wealth Management, High Net Worth..., Asset Managment, Personal Finance, Retirement Planning, Financial Services, Private Equity, Tax, Entrepreneurial Finance, Business Owner Planning, Women Owned Business
Education
Northern Illinois University 1969 — 1973
BA, History
Mueller Financial Services, Inc. April 2013 - Present
Hewins Financial Wipfli Hewins May 2010 - November 2012
J.P. Morgan January 2008 - January 2010
Citi January 2007 - December 2007
Theatreplex Entertainment Properties, Inc. April 1997 - June 2003
KH Investment Co. January 1996 - April 1997
Merrill Lynch April 1978 - December 1995
Skills
Investment Advisory, Investments, Estate Planning, Asset Allocation, Strategic Financial..., Equities, Financial Advisory, Alternative Investments, Wealth Management, High Net Worth..., Asset Managment, Personal Finance, Retirement Planning, Financial Services, Private Equity, Tax, Entrepreneurial Finance, Business Owner Planning, Women Owned Business
Education
Northern Illinois University 1969 — 1973
BA, History
Roger Hewins Roger Hewins's Hewins Financial Wipfli Hewins Experience October 1999 - Present
Job President at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins October 1999 - Present
Hewins Financial Advisors October 1999 - Present
Church of St. George June 2013 - September 2015
Ordway Center for the Performing Arts June 2011 - September 2015
Archdiocese of St. Paul and Minneapolis June 2013 - June 2015
Guitars for Vets June 2011 - August 2014
PR Taylor 1994 - 1999
Barclays Global Investors 1989 - 1993
Intel 1983 - 1989
United States Marine Corps 1977 - 1981
Skills
Investments, Estate Planning, High Net Worth..., Financial Advisory, Personal Finance
Education
Harvard Business School 1981 — 1983
MBA
Fordham University 1973 — 1977
BS, Psychology
Hewins Financial Wipfli Hewins October 1999 - Present
Hewins Financial Advisors October 1999 - Present
Church of St. George June 2013 - September 2015
Ordway Center for the Performing Arts June 2011 - September 2015
Archdiocese of St. Paul and Minneapolis June 2013 - June 2015
Guitars for Vets June 2011 - August 2014
PR Taylor 1994 - 1999
Barclays Global Investors 1989 - 1993
Intel 1983 - 1989
United States Marine Corps 1977 - 1981
Skills
Investments, Estate Planning, High Net Worth..., Financial Advisory, Personal Finance
Education
Harvard Business School 1981 — 1983
MBA
Fordham University 1973 — 1977
BS, Psychology
Sean Borella Sean Borella's Hewins Financial Wipfli Hewins Experience June 2013 - June 2014
Job Institutional Business Development Associate at RS Investments
Industry Financial Services
Experience
RS Investments February 2015 - Present
FutureAdvisor July 2014 - January 2015
Hewins Financial Wipfli Hewins June 2013 - June 2014
Franklin Templeton Investments December 2012 - January 2013
Stifel Financial Corp. September 2012 - December 2012
Franklin Templeton Investments June 2012 - August 2012
Skills
Strategic Financial..., Marketing Research, Investments, Insurance, Marketing Strategy, Financial Planning, Financial Markets, Microsoft Office, Excel, Series 65, Series 6, Series 63
Education
California State University-Chico 2009 — 2013
Business, Marketing
St. Ignatius College Preparatory 2005 — 2009
RS Investments February 2015 - Present
FutureAdvisor July 2014 - January 2015
Hewins Financial Wipfli Hewins June 2013 - June 2014
Franklin Templeton Investments December 2012 - January 2013
Stifel Financial Corp. September 2012 - December 2012
Franklin Templeton Investments June 2012 - August 2012
Skills
Strategic Financial..., Marketing Research, Investments, Insurance, Marketing Strategy, Financial Planning, Financial Markets, Microsoft Office, Excel, Series 65, Series 6, Series 63
Education
California State University-Chico 2009 — 2013
Business, Marketing
St. Ignatius College Preparatory 2005 — 2009
Clay Iwanaga-Friedman Clay Iwanaga-Friedman's Hewins Financial Wipfli Hewins Experience August 2015 - Present
Job Compliance Associate at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins August 2015 - Present
UCSB Collaborate Student Support Center September 2013 - June 2015
FindTheBest June 2014 - September 2014
UCSB Annual Fund October 2012 - September 2013
Burlingame Aquatic Club May 2007 - September 2013
The Law Offices of Michael Kallis June 2012 - September 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Social Media, Microsoft Word, Social Networking, Research, Customer Service, Event Planning, Editing, Facebook, Public Relations, Photoshop, Social Media Marketing, Community Outreach, Leadership, Fundraising, Time Management
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Minor in Professional Writing
Hewins Financial Wipfli Hewins August 2015 - Present
UCSB Collaborate Student Support Center September 2013 - June 2015
FindTheBest June 2014 - September 2014
UCSB Annual Fund October 2012 - September 2013
Burlingame Aquatic Club May 2007 - September 2013
The Law Offices of Michael Kallis June 2012 - September 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Social Media, Microsoft Word, Social Networking, Research, Customer Service, Event Planning, Editing, Facebook, Public Relations, Photoshop, Social Media Marketing, Community Outreach, Leadership, Fundraising, Time Management
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Minor in Professional Writing
Ilon Oliveira Ilon Oliveira's Hewins Financial Wipfli Hewins Experience August 2014 - March 2015
Job Law Clerk at Meyer Law Organization
Industry Law Practice
Experience
Meyer Law Organization September 2015 - Present
Cordium April 2015 - May 2015
Hewins Financial Wipfli Hewins August 2014 - March 2015
Ord & Norman February 2014 - August 2014
The Schinner Law Group September 2013 - November 2013
The Saacke Law Group June 2013 - August 2013
Equinox Securities, Inc. 2008 - August 2012
Zecco Trading August 2007 - December 2008
Skills
Investments, Lexis, Westlaw, Start-ups, Legal Issues, Document Review, Bloomberg, Research, Legal Documents, Financial Analysis, Investment Banking, Customer Service, Corporate Law, Trials
Education
Golden Gate University, School of Law 2012 — 2015
Doctor of Law (JD) & Masters in Business Administration (MBA)
California State University-San Bernardino - College of Business and Public Administration 2007 — 2012
Bachelor of Science in International Business, Minors in Finance and Pre-Law
Meyer Law Organization September 2015 - Present
Cordium April 2015 - May 2015
Hewins Financial Wipfli Hewins August 2014 - March 2015
Ord & Norman February 2014 - August 2014
The Schinner Law Group September 2013 - November 2013
The Saacke Law Group June 2013 - August 2013
Equinox Securities, Inc. 2008 - August 2012
Zecco Trading August 2007 - December 2008
Skills
Investments, Lexis, Westlaw, Start-ups, Legal Issues, Document Review, Bloomberg, Research, Legal Documents, Financial Analysis, Investment Banking, Customer Service, Corporate Law, Trials
Education
Golden Gate University, School of Law 2012 — 2015
Doctor of Law (JD) & Masters in Business Administration (MBA)
California State University-San Bernardino - College of Business and Public Administration 2007 — 2012
Bachelor of Science in International Business, Minors in Finance and Pre-Law
Andrew Harkin Andrew Harkin's Hewins Financial Wipfli Hewins Experience July 2015 - Present
Job Operations Associate at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins July 2015 - Present
Hewins Financial Wipfli Hewins November 2014 - June 2015
Santa Clara University June 2014 - September 2014
City of San Mateo June 2011 - September 2012
Skills
Leadership, First Aid, Emergency Management, Emergency Services, Microsoft Excel, Microsoft Word, CPR Certified, Microsoft Office, Customer Service, Time Management, Event Planning
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance, General
Hewins Financial Wipfli Hewins July 2015 - Present
Hewins Financial Wipfli Hewins November 2014 - June 2015
Santa Clara University June 2014 - September 2014
City of San Mateo June 2011 - September 2012
Skills
Leadership, First Aid, Emergency Management, Emergency Services, Microsoft Excel, Microsoft Word, CPR Certified, Microsoft Office, Customer Service, Time Management, Event Planning
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance, General
Megan Olson, CFP® Megan Olson, CFP®'s Hewins Financial Wipfli Hewins Experience January 2013 - Present
Job Associate Consultant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins January 2013 - Present
Education
University of Minnesota-Duluth 2008 — 2012
Labovitz School; B.B.A, Financial Markets Finance; Financial Planning
Hewins Financial Wipfli Hewins January 2013 - Present
Education
University of Minnesota-Duluth 2008 — 2012
Labovitz School; B.B.A, Financial Markets Finance; Financial Planning
Adam Shankland Adam Shankland's Hewins Financial Wipfli Hewins Experience September 2013 - May 2014
Job Master of Finance Candidate at MIT Sloan School of Management
Industry Investment Management
Experience
MIT Sloan School of Management July 2015 - Present
Edge Asset Management, Inc. June 2014 - September 2014
Hewins Financial Wipfli Hewins September 2013 - May 2014
The Omni Group June 2012 - September 2013
Vector Marketing May 2011 - September 2012
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Finance
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.), Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science (B.S.), Management Information Systems
Lakeside School 2006 — 2010
MIT Sloan School of Management July 2015 - Present
Edge Asset Management, Inc. June 2014 - September 2014
Hewins Financial Wipfli Hewins September 2013 - May 2014
The Omni Group June 2012 - September 2013
Vector Marketing May 2011 - September 2012
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Finance
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.), Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science (B.S.), Management Information Systems
Lakeside School 2006 — 2010
Haley Wyrsch Haley Wyrsch's Hewins Financial Wipfli Hewins Experience September 2013 - January 2015
Job Recruiting Coordinator at Collaborative Solutions, LLC
Industry Information Technology and Services
Experience
Collaborative Solutions, LLC February 2015 - Present
Hewins Financial Wipfli Hewins September 2013 - January 2015
Stanford Hospital & Clinics August 2013 - September 2013
Tuscan Ridge Golf Club January 2013 - May 2013
American Cancer Society October 2012 - 2013
Dakota Events LLC 2011 - 2012
Portola Hotel & Spa May 2011 - July 2011
Oracle May 2010 - August 2010
Skills
Hotels, Resorts, Front Office, Teamwork, Social Media Marketing, Banquets, Event Planning, Organization, Weddings, Corporate Events, Charities, Delivering projects on..., Meeting Scheduling, Fundraisers, Coordinating Events, Salesforce.com, Opera, Microsoft Excel, Portfolio Administration
Education
California State University-Chico 2009 — 2012
Bachelor of Science (B.S.), Recreation Administration with an Option in Special Events and Resort and Lodge Management
Collaborative Solutions, LLC February 2015 - Present
Hewins Financial Wipfli Hewins September 2013 - January 2015
Stanford Hospital & Clinics August 2013 - September 2013
Tuscan Ridge Golf Club January 2013 - May 2013
American Cancer Society October 2012 - 2013
Dakota Events LLC 2011 - 2012
Portola Hotel & Spa May 2011 - July 2011
Oracle May 2010 - August 2010
Skills
Hotels, Resorts, Front Office, Teamwork, Social Media Marketing, Banquets, Event Planning, Organization, Weddings, Corporate Events, Charities, Delivering projects on..., Meeting Scheduling, Fundraisers, Coordinating Events, Salesforce.com, Opera, Microsoft Excel, Portfolio Administration
Education
California State University-Chico 2009 — 2012
Bachelor of Science (B.S.), Recreation Administration with an Option in Special Events and Resort and Lodge Management
Sara Strohmaier Sara Strohmaier's Hewins Financial Wipfli Hewins Experience June 2015 - Present
Job Associate Consultant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins June 2015 - Present
Hewins Financial Wipfli Hewins June 2013 - June 2015
University of Wisconsin-Madison September 2014 - May 2015
Western Racquet Club May 2012 - May 2013
Western Racquet Club December 2011 - May 2013
Skills
Teamwork, Customer Service, Finance, Microsoft Excel, Leadership, Time Management, PowerPoint, Sales, Success Driven, Microsoft Word, Microsoft Office
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Science (B.S.), Personal Finance, Certificate in Business
Universidad de Sevilla 2014 — 2014
International Finance
Hewins Financial Wipfli Hewins June 2015 - Present
Hewins Financial Wipfli Hewins June 2013 - June 2015
University of Wisconsin-Madison September 2014 - May 2015
Western Racquet Club May 2012 - May 2013
Western Racquet Club December 2011 - May 2013
Skills
Teamwork, Customer Service, Finance, Microsoft Excel, Leadership, Time Management, PowerPoint, Sales, Success Driven, Microsoft Word, Microsoft Office
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Science (B.S.), Personal Finance, Certificate in Business
Universidad de Sevilla 2014 — 2014
International Finance
Chloe Gonzales-Gray's Hewins Financial Wipfli Hewins Experience July 2015 - Present
Job Operations Intern at Hewins Financial Advisors, LLC
Industry Financial Services
Experience
Kappa Alpha Theta November 2014 - Present
Hewins Financial Wipfli Hewins July 2015 - Present
DZH Phillips LLP March 2015 - April 2015
Starbucks January 2014 - March 2015
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Customer Service
Education
University of San Francisco 2013 — 2017
Finance
University of San Francisco 2013 — 2017
Finance
Kappa Alpha Theta November 2014 - Present
Hewins Financial Wipfli Hewins July 2015 - Present
DZH Phillips LLP March 2015 - April 2015
Starbucks January 2014 - March 2015
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Customer Service
Education
University of San Francisco 2013 — 2017
Finance
University of San Francisco 2013 — 2017
Finance
Nathan Digmann Nathan Digmann's Hewins Financial Wipfli Hewins Experience June 2015 - Present
Job Associate Intern at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins June 2015 - Present
The Central Standard Craft Distillery June 2015 - August 2015
isportsweb May 2015 - August 2015
Mashuda Dining Hall September 2013 - October 2014
Payless Food Stores September 2012 - August 2014
Jerry Digmann Construction February 2011 - August 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Teamwork, Leadership, Process Improvement, Customer Service, Social Networking, Strategic Planning, Time Management, Public Speaking, Management, Research, Sales, Training, Photoshop, English, Windows, Outlook, Event Planning, Facebook, News Writing, Writing
Education
Marquette University 2013 — 2017
Bachelor's Degree, Finance, Economics, 3.543
Beckman Catholic High School 2009 — 2013
3.9
Hewins Financial Wipfli Hewins June 2015 - Present
The Central Standard Craft Distillery June 2015 - August 2015
isportsweb May 2015 - August 2015
Mashuda Dining Hall September 2013 - October 2014
Payless Food Stores September 2012 - August 2014
Jerry Digmann Construction February 2011 - August 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Teamwork, Leadership, Process Improvement, Customer Service, Social Networking, Strategic Planning, Time Management, Public Speaking, Management, Research, Sales, Training, Photoshop, English, Windows, Outlook, Event Planning, Facebook, News Writing, Writing
Education
Marquette University 2013 — 2017
Bachelor's Degree, Finance, Economics, 3.543
Beckman Catholic High School 2009 — 2013
3.9
Jaime Espanola's Hewins Financial Wipfli Hewins Experience January 2014 - May 2014
Job Relationship Management | Client Interaction | Customer Service
Industry Accounting
Experience
Cardiocom, a Division of Medtronic July 2014 - May 2015
Hewins Financial Wipfli Hewins January 2014 - May 2014
PwC June 2013 - July 2013
St. Lawrence Seminary High School January 2008 - May 2010
Skills
Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, English, Customer Service, Public Speaking, Outlook, Word, Excel
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Accounting
St. Lawrence Seminary High School
Cardiocom, a Division of Medtronic July 2014 - May 2015
Hewins Financial Wipfli Hewins January 2014 - May 2014
PwC June 2013 - July 2013
St. Lawrence Seminary High School January 2008 - May 2010
Skills
Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, English, Customer Service, Public Speaking, Outlook, Word, Excel
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Accounting
St. Lawrence Seminary High School
Aaron Copeland Aaron Copeland's Hewins Financial Wipfli Hewins Experience April 2009 - July 2011
Job Proposal Writer
Industry E-Learning
Experience
Telmate 2014 - May 2015
Innovative Interfaces 2011 - 2013
Hewins Financial Wipfli Hewins April 2009 - July 2011
Skills
Bid Writing, Document Management, Bid Preparation, RFP, Content Management, Technical Documentation, Proposal Writing, Technical Writing, Copy Editing, Software Documentation, Knowledge Management, Project Coordination, Editing, Taxonomy, Metadata, Project Management
Education
San Jose State University 2008 — 2011
Master of Library & Information Science (MLIS)
California State University-Fullerton 2006 — 2008
Bachelor of Arts (B.A.), History
Telmate 2014 - May 2015
Innovative Interfaces 2011 - 2013
Hewins Financial Wipfli Hewins April 2009 - July 2011
Skills
Bid Writing, Document Management, Bid Preparation, RFP, Content Management, Technical Documentation, Proposal Writing, Technical Writing, Copy Editing, Software Documentation, Knowledge Management, Project Coordination, Editing, Taxonomy, Metadata, Project Management
Education
San Jose State University 2008 — 2011
Master of Library & Information Science (MLIS)
California State University-Fullerton 2006 — 2008
Bachelor of Arts (B.A.), History
Ed Drake, MSFP, AEP®, CFP® Ed Drake, MSFP, AEP®, CFP®'s Hewins Financial Wipfli Hewins Experience May 2013 - Present
Job Managing Director Strategic Partnerships at Hewins Financial Advisors LLC
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins May 2013 - Present
Hewins Financial Wipfli Hewins September 2005 - Present
Wipfli LLP September 2005 - May 2013
Clifton Gunderson 1998 - 2005
PricewaterhouseCoopers November 1996 - November 1998
American Express Financial Advisors February 1991 - October 1996
Skills
Investments, Wealth Management, Retirement, Wealth, Retirement Planning, Tax, Investment Advisory, Estate Planning, Strategic Planning, Asset Management, Succession Planning, Asset Allocation, Strategic Financial..., Global Wealth Management, Family Office Leadership, Advanced Planning Expert, Accounting, Portfolio Management, Financial Management, Business Planning, Mergers, Coaching, Problem Solving, Financial Planning
Education
College for Financial Planning 1996 — 2000
MS
University of Wisconsin-Madison - School of Business 1987 — 1991
BBA
Hewins Financial Wipfli Hewins May 2013 - Present
Hewins Financial Wipfli Hewins September 2005 - Present
Wipfli LLP September 2005 - May 2013
Clifton Gunderson 1998 - 2005
PricewaterhouseCoopers November 1996 - November 1998
American Express Financial Advisors February 1991 - October 1996
Skills
Investments, Wealth Management, Retirement, Wealth, Retirement Planning, Tax, Investment Advisory, Estate Planning, Strategic Planning, Asset Management, Succession Planning, Asset Allocation, Strategic Financial..., Global Wealth Management, Family Office Leadership, Advanced Planning Expert, Accounting, Portfolio Management, Financial Management, Business Planning, Mergers, Coaching, Problem Solving, Financial Planning
Education
College for Financial Planning 1996 — 2000
MS
University of Wisconsin-Madison - School of Business 1987 — 1991
BBA
Logan Freidel Logan Freidel's Hewins Financial Wipfli Hewins Experience June 2015 - Present
Job Associate Consultant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins June 2015 - Present
Minnesota State University, Mankato Finance Club May 2014 - May 2015
MSU Finance Club August 2013 - May 2015
Community Bank August 2014 - March 2015
Campus Special 2014 - February 2015
Maverick Investment Fund August 2014 - December 2014
Wermer's Lounge May 2010 - August 2014
Community Education Recreation June 2013 - August 2013
Cortrust Bank August 2010 - May 2011
Skills
Finance, Sales, Time Management, Team Leadership, Build Strong..., Strategic Financial..., Financial Analysis, Financial Markets, Communication Skills, Work Ethic, Coachable, Social Media, Integrity, Public Speaking, Flexibility, Financial Planning, Microsoft Applications, Timely Decision Making, Financial Accounting, Account Management, Advertising, Communication, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor's degree, Financial Planning and Services
Hewins Financial Wipfli Hewins June 2015 - Present
Minnesota State University, Mankato Finance Club May 2014 - May 2015
MSU Finance Club August 2013 - May 2015
Community Bank August 2014 - March 2015
Campus Special 2014 - February 2015
Maverick Investment Fund August 2014 - December 2014
Wermer's Lounge May 2010 - August 2014
Community Education Recreation June 2013 - August 2013
Cortrust Bank August 2010 - May 2011
Skills
Finance, Sales, Time Management, Team Leadership, Build Strong..., Strategic Financial..., Financial Analysis, Financial Markets, Communication Skills, Work Ethic, Coachable, Social Media, Integrity, Public Speaking, Flexibility, Financial Planning, Microsoft Applications, Timely Decision Making, Financial Accounting, Account Management, Advertising, Communication, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor's degree, Financial Planning and Services
Mariza (Mariza Huang) Wultsch, CFP®, MBA's Hewins Financial Wipfli Hewins Experience September 2014 - Present
Job Senior Associate Consulant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins September 2014 - Present
Charles Schwab October 2012 - May 2013
Schwab Private Client Investment Advisory August 2011 - October 2012
Charles Schwab & Co., Inc. October 2009 - July 2011
Arizona Commerce Authority July 2006 - July 2009
Skills
Mutual Funds, Sales, Asset Allocation, Market Research, Business Strategy, Project Management, Analysis, Portfolio Management, Series 63, Series 7, Business Development, Finance, Marketing, Financial Analysis, Microsoft Office, Brokerage, Entrepreneurship, Strategic Planning, Data Analysis, Statistics
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Trade
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
Arizona State University 2001 — 2004
Bachelor, Finance
Arizona State University - W. P. Carey School of Business 2001 — 2004
Finance, Finance
Chaparral High School 1998 — 2001
Taipei American School 1992 — 1996
Hewins Financial Wipfli Hewins September 2014 - Present
Charles Schwab October 2012 - May 2013
Schwab Private Client Investment Advisory August 2011 - October 2012
Charles Schwab & Co., Inc. October 2009 - July 2011
Arizona Commerce Authority July 2006 - July 2009
Skills
Mutual Funds, Sales, Asset Allocation, Market Research, Business Strategy, Project Management, Analysis, Portfolio Management, Series 63, Series 7, Business Development, Finance, Marketing, Financial Analysis, Microsoft Office, Brokerage, Entrepreneurship, Strategic Planning, Data Analysis, Statistics
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Trade
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
Arizona State University 2001 — 2004
Bachelor, Finance
Arizona State University - W. P. Carey School of Business 2001 — 2004
Finance, Finance
Chaparral High School 1998 — 2001
Taipei American School 1992 — 1996
Thuong Thien, CFP®'s Hewins Financial Wipfli Hewins Experience January 2013 - Present
Job Consultant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins January 2013 - Present
DZH Phillips Wealth Management 2013 - Present
JSF Financial, LLC 2006 - December 2012
UCLA Extension American Language Center 2004 - 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Personal Tax Planning
Education
University of California, Los Angeles 2007 — 2010
Certificate of Personal Financial Planning
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Economics
Hewins Financial Wipfli Hewins January 2013 - Present
DZH Phillips Wealth Management 2013 - Present
JSF Financial, LLC 2006 - December 2012
UCLA Extension American Language Center 2004 - 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Personal Tax Planning
Education
University of California, Los Angeles 2007 — 2010
Certificate of Personal Financial Planning
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Economics
Derek France's Hewins Financial Wipfli Hewins Experience March 2015 - Present
Job Operations Associate at Hewins Financial | Wipfli Hewins
Industry Investment Management
Experience
Hewins Financial Wipfli Hewins March 2015 - Present
Half Moon Bay High School Football July 2012 - Present
Half Moon Bay Golf Links + Mullins Bar & Grill July 2012 - February 2015
Von Almen Construction May 2007 - August 2011
Skills
Customer Service, Sales, Microsoft Office, Coaching, Social Media, Team Leadership, CPR, AED & First Aid..., Construction
Education
San Diego State University-California State University 2007 — 2012
B.S. Chemistry, Biochemistry
Hewins Financial Wipfli Hewins March 2015 - Present
Half Moon Bay High School Football July 2012 - Present
Half Moon Bay Golf Links + Mullins Bar & Grill July 2012 - February 2015
Von Almen Construction May 2007 - August 2011
Skills
Customer Service, Sales, Microsoft Office, Coaching, Social Media, Team Leadership, CPR, AED & First Aid..., Construction
Education
San Diego State University-California State University 2007 — 2012
B.S. Chemistry, Biochemistry
Peggy Bergstrom's Hewins Financial Wipfli Hewins Experience June 2012 - Present
Job
Industry Investment Management
Experience
Hewins Financial Wipfli Hewins June 2012 - Present
Skills
Administrative..., Access, Accounting, Microsoft Excel, Account Reconciliation, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Financial Reporting, Finance, Tax, Customer Service
Education
Illinois State University 1984 — 1988
Bachelor's degree, Accounting
Hewins Financial Wipfli Hewins June 2012 - Present
Skills
Administrative..., Access, Accounting, Microsoft Excel, Account Reconciliation, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Financial Reporting, Finance, Tax, Customer Service
Education
Illinois State University 1984 — 1988
Bachelor's degree, Accounting
Eduard Zolotarev, CPA's Hewins Financial Wipfli Hewins Experience June 2015 - Present
Job Associate Consultant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins June 2015 - Present
Ernst & Young October 2012 - June 2015
Eden's Corp January 2012 - October 2012
Global One Financial February 2012 - April 2012
Grant Thornton LLP June 2011 - August 2011
Philadelphia Housing Authority May 2010 - May 2011
Skills
Tax Accounting, Finance, Income Tax, Analysis, Microsoft Excel, CPA, Budgets, Tax Preparation, Russian, Excel, Big 4, GoSystems
Education
Temple University 2008 — 2012
B.B.A, Finance, Accounting
MaSt Community Charter 2004 — 2008
High School Diploma
Hewins Financial Wipfli Hewins June 2015 - Present
Ernst & Young October 2012 - June 2015
Eden's Corp January 2012 - October 2012
Global One Financial February 2012 - April 2012
Grant Thornton LLP June 2011 - August 2011
Philadelphia Housing Authority May 2010 - May 2011
Skills
Tax Accounting, Finance, Income Tax, Analysis, Microsoft Excel, CPA, Budgets, Tax Preparation, Russian, Excel, Big 4, GoSystems
Education
Temple University 2008 — 2012
B.B.A, Finance, Accounting
MaSt Community Charter 2004 — 2008
High School Diploma