Independent Capital Management
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Independent Capital Management Employees
Employee
Years
Job
Industry
Andrew Greer Andrew Greer's Independent Capital Management Experience March 2010 - January 2011
Job Real Estate Entrepreneur
Industry Real Estate
Experience
Thomas Strafford Investments October 2014 - Present
Fire Mountain Investments, LLC December 2013 - Present
TTS Real Estate, Inc. October 2011 - Present
Big Block Realty June 2013 - Present
Prime-Exchange March 2011 - March 2012
Independent Capital Management March 2010 - January 2011
SagePoint Financial Inc. March 2010 - January 2011
First California Securities June 2009 - December 2009
Skills
Real Estate Investor, Financial Analysis, Investment Properties, Client Relationship..., Financial Advisory, Social Networking, Real Estate Investment, Financial Markets, Contract Negotiation, Real Estate Negotiation, Alternative Investments, Investment Strategies, Client Retention, CRM, Real Estate Transactions, REO, New Business Development, Real Estate, Real Estate Financing, Real Estate Economics, Entrepreneurship, Finance, Investments, Portfolio Management, Disposition, Residential Mortgages, Loans, Mergers & Acquisitions, Asset Allocation, Property, Brokerage, Real Estate Private..., Securities, Investors, Residential Homes, Sales
Education
San Diego State University-California State University 2009 — 2011
BA
Redlands East Valley 1998 — 2001
Thomas Strafford Investments October 2014 - Present
Fire Mountain Investments, LLC December 2013 - Present
TTS Real Estate, Inc. October 2011 - Present
Big Block Realty June 2013 - Present
Prime-Exchange March 2011 - March 2012
Independent Capital Management March 2010 - January 2011
SagePoint Financial Inc. March 2010 - January 2011
First California Securities June 2009 - December 2009
Skills
Real Estate Investor, Financial Analysis, Investment Properties, Client Relationship..., Financial Advisory, Social Networking, Real Estate Investment, Financial Markets, Contract Negotiation, Real Estate Negotiation, Alternative Investments, Investment Strategies, Client Retention, CRM, Real Estate Transactions, REO, New Business Development, Real Estate, Real Estate Financing, Real Estate Economics, Entrepreneurship, Finance, Investments, Portfolio Management, Disposition, Residential Mortgages, Loans, Mergers & Acquisitions, Asset Allocation, Property, Brokerage, Real Estate Private..., Securities, Investors, Residential Homes, Sales
Education
San Diego State University-California State University 2009 — 2011
BA
Redlands East Valley 1998 — 2001
Edward Silay Edward Silay's Independent Capital Management Experience 2003 - 2005
Job Event Director at Goodguys Rod & Custom Association
Industry Events Services
Experience
Goodguys Rod & Custom Association July 1994 - Present
Independent Capital Management 2003 - 2005
Skills
Event Management, Event Planning, Events Coordination, Event Production, Accounting, Cash Management, Cash Handling, Social Media, Social Media Marketing, Marketing, Advertising, Customer Service, Public Relations, Marketing Communications, Marketing Strategy, Problem Solving, Computer Graphics, Microsoft Office, Apple Software, Team Building, Telecommunications, Coaching, Call Centers, Sales, Management, Direct Sales
Education
San Francisco State University 1995 — 2000
Bachelor of Arts (B.A.), Broadcasting Electronic Communication Arts
Goodguys Rod & Custom Association July 1994 - Present
Independent Capital Management 2003 - 2005
Skills
Event Management, Event Planning, Events Coordination, Event Production, Accounting, Cash Management, Cash Handling, Social Media, Social Media Marketing, Marketing, Advertising, Customer Service, Public Relations, Marketing Communications, Marketing Strategy, Problem Solving, Computer Graphics, Microsoft Office, Apple Software, Team Building, Telecommunications, Coaching, Call Centers, Sales, Management, Direct Sales
Education
San Francisco State University 1995 — 2000
Bachelor of Arts (B.A.), Broadcasting Electronic Communication Arts
Adam Galwey Adam Galwey's Independent Capital Management Experience June 2013 - June 2013
Job Business Student at Cal State Fullerton and Teller at Wells Fargo
Industry Higher Education
Experience
Wells Fargo June 2015 - Present
Target August 2009 - September 2014
Independent Capital Management June 2013 - June 2013
Skills
Leadership, Team Building, Management, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Automotive Engineering, Team Problem Solving
Education
California State University-Fullerton 2009 — 2016
Entrepreneurship/Risk Management
Wells Fargo June 2015 - Present
Target August 2009 - September 2014
Independent Capital Management June 2013 - June 2013
Skills
Leadership, Team Building, Management, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Automotive Engineering, Team Problem Solving
Education
California State University-Fullerton 2009 — 2016
Entrepreneurship/Risk Management
Jennifer Chikhani's Independent Capital Management Experience August 2008 - May 2009
Job Special Education Instructional Assistant
Industry Education Management
Experience
Las Virgenes Unified School District February 2014 - Present
Patrick Henry Middle School October 2012 - May 2013
John F. Kennedy High School December 2011 - May 2013
M&M Paper Company July 2009 - May 2011
Independent Capital Management August 2008 - May 2009
Bank of America December 2007 - July 2008
YMCA May 2007 - December 2007
Los Angeles City Park and Recreation June 2004 - May 2007
Skills
Management, Teaching, Time Management, Higher Education, Customer Service, Psychotherapy, Budgets, Special Education, Career Counseling, Policy, Staff Development, Fundraising, Public Speaking
Education
Los Angeles Pierce College 2014 — 2014
Completed 12 units, Child development
California State University-Northridge 2011 — 2013
Master's degree, School Counseling
California State University-Northridge 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General
College of the Canyons 2002 — 2004
Associate's degree, Accounting
Las Virgenes Unified School District February 2014 - Present
Patrick Henry Middle School October 2012 - May 2013
John F. Kennedy High School December 2011 - May 2013
M&M Paper Company July 2009 - May 2011
Independent Capital Management August 2008 - May 2009
Bank of America December 2007 - July 2008
YMCA May 2007 - December 2007
Los Angeles City Park and Recreation June 2004 - May 2007
Skills
Management, Teaching, Time Management, Higher Education, Customer Service, Psychotherapy, Budgets, Special Education, Career Counseling, Policy, Staff Development, Fundraising, Public Speaking
Education
Los Angeles Pierce College 2014 — 2014
Completed 12 units, Child development
California State University-Northridge 2011 — 2013
Master's degree, School Counseling
California State University-Northridge 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General
College of the Canyons 2002 — 2004
Associate's degree, Accounting
Brian Foley Brian Foley's Independent Capital Management Experience April 2013 - July 2013
Job Founder and Chief Executive Buddy at Buddytruk, Inc.
Industry Computer Software
Experience
Buddytruk October 2013 - Present
Independent Capital Management April 2013 - July 2013
Odaingerous July 2011 - July 2013
Easy Fitness June 2010 - August 2012
Skills
Managerial Finance, Project Finance, Quantitative Finance, Personal Finance, Project Management, Leadership, Leadership Development, Team Leadership, Entrepreneurship, Social Media Marketing, Social Networking, Entrepreneurial Finance, Creative..., Marketing Strategy, Business Development, Management, Business Strategy, Small Business, Strategic Financial..., Employee Training, Start-ups, Business Planning, Strategy, Competitive Analysis, Strategic Partnerships, Cash Flow, Financial Modeling, Consulting, Team Building, Marketing, Analytics, New Business Development, Financial Planning
Education
Pepperdine University 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Santa Monica College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Buddytruk October 2013 - Present
Independent Capital Management April 2013 - July 2013
Odaingerous July 2011 - July 2013
Easy Fitness June 2010 - August 2012
Skills
Managerial Finance, Project Finance, Quantitative Finance, Personal Finance, Project Management, Leadership, Leadership Development, Team Leadership, Entrepreneurship, Social Media Marketing, Social Networking, Entrepreneurial Finance, Creative..., Marketing Strategy, Business Development, Management, Business Strategy, Small Business, Strategic Financial..., Employee Training, Start-ups, Business Planning, Strategy, Competitive Analysis, Strategic Partnerships, Cash Flow, Financial Modeling, Consulting, Team Building, Marketing, Analytics, New Business Development, Financial Planning
Education
Pepperdine University 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Santa Monica College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Jennifer Zhao Jennifer Zhao's Independent Capital Management Experience 2008 - 2010
Job Associate at Winston & Strawn LLP
Industry Law Practice
Experience
Winston & Strawn LLP October 2013 - Present
Winston & Strawn LLP May 2012 - July 2012
Klee, Tuchin, Bogdanoff & Stern LLP May 2011 - August 2011
Independent Capital Management 2008 - 2010
Los Angeles Lakers 2008 - 2010
Skills
Litigation, Civil Litigation, Legal Research, Employment Law, Legal Writing, Westlaw, Courts, Research, Public Policy, LexisNexis, Social Media
Education
University of California, Berkeley - School of Law 2010 — 2013
J.D.
University of California, Los Angeles 2004 — 2008
B.A., Political Science, summa cum laude
Winston & Strawn LLP October 2013 - Present
Winston & Strawn LLP May 2012 - July 2012
Klee, Tuchin, Bogdanoff & Stern LLP May 2011 - August 2011
Independent Capital Management 2008 - 2010
Los Angeles Lakers 2008 - 2010
Skills
Litigation, Civil Litigation, Legal Research, Employment Law, Legal Writing, Westlaw, Courts, Research, Public Policy, LexisNexis, Social Media
Education
University of California, Berkeley - School of Law 2010 — 2013
J.D.
University of California, Los Angeles 2004 — 2008
B.A., Political Science, summa cum laude
Mark Papa Mark Papa's Independent Capital Management Experience March 2009 - June 2009
Job Seeking a Financial Analyst position
Industry Financial Services
Experience
City of Hope National Medical Center October 2003 - Present
Dimension Trading Group LLC February 2011 - October 2011
Independent Capital Management March 2009 - June 2009
Skills
Financial Analysis, Equities, Trading, Financial Modeling, Excel, Technical Analysis, Fundamental Analysis, Derivatives, DCF Valuation, KPI, M&A Modeling, LBO Modeling, Financial Reporting, Insurance, Investments, Portfolio Management, Variance Analysis, Risk Management, Microsoft Excel, Asset Allocation, LBO, Valuation, Key Performance...
Education
California State Polytechnic University-Pomona 2007 — 2009
Bachelor of Science in Business Administration, Finance, Real Estate, and Law
City of Hope National Medical Center October 2003 - Present
Dimension Trading Group LLC February 2011 - October 2011
Independent Capital Management March 2009 - June 2009
Skills
Financial Analysis, Equities, Trading, Financial Modeling, Excel, Technical Analysis, Fundamental Analysis, Derivatives, DCF Valuation, KPI, M&A Modeling, LBO Modeling, Financial Reporting, Insurance, Investments, Portfolio Management, Variance Analysis, Risk Management, Microsoft Excel, Asset Allocation, LBO, Valuation, Key Performance...
Education
California State Polytechnic University-Pomona 2007 — 2009
Bachelor of Science in Business Administration, Finance, Real Estate, and Law
Walter Harper, III Walter Harper, III's Independent Capital Management Experience June 2012 - August 2012
Job Management Trainee at Enterprise RentACar
Industry Marketing and Advertising
Experience
Enterprise Rent-A-Car July 2014 - Present
Anheuser-Busch May 2014 - July 2014
Phi Delta Theta Fraternity December 2013 - May 2014
University of La Verne July 2013 - May 2014
Phi Delta Theta Fraternity November 2012 - November 2013
Shiekh Shoes July 2011 - August 2013
Independent Capital Management June 2012 - August 2012
Skills
Management, Marketing, Contract Negotiation, Retail, Budgets, Public Speaking, Presentations, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Photoshop, Illustrator, Teamwork, Research, Social Networking, Public Relations, Social Media Marketing, Sales, Account Management, Facebook, Leadership
Education
University of La Verne 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Enterprise Rent-A-Car July 2014 - Present
Anheuser-Busch May 2014 - July 2014
Phi Delta Theta Fraternity December 2013 - May 2014
University of La Verne July 2013 - May 2014
Phi Delta Theta Fraternity November 2012 - November 2013
Shiekh Shoes July 2011 - August 2013
Independent Capital Management June 2012 - August 2012
Skills
Management, Marketing, Contract Negotiation, Retail, Budgets, Public Speaking, Presentations, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Photoshop, Illustrator, Teamwork, Research, Social Networking, Public Relations, Social Media Marketing, Sales, Account Management, Facebook, Leadership
Education
University of La Verne 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Jim Hebenstreit, CFP® Jim Hebenstreit, CFP®'s Independent Capital Management Experience 2003 - 2004
Job Fee Only Financial Planner at ClearView Financial Planning
Industry Financial Services
Experience
ClearView Financial Planning 2013 - Present
Fidelity Investments 2005 - 2010
Wells Fargo Bank 2004 - 2005
Independent Capital Management 2003 - 2004
Todd-AO 1989 - 2002
Skills
Retirement Planning, Investments, Insurance, Estate Planning, Financial Planning, Retirement
Education
College for Financial Planning 2010 — 2012
CFP® Professional Education Program, Personal Financial Planning
University of Southern California
B.A.
ClearView Financial Planning 2013 - Present
Fidelity Investments 2005 - 2010
Wells Fargo Bank 2004 - 2005
Independent Capital Management 2003 - 2004
Todd-AO 1989 - 2002
Skills
Retirement Planning, Investments, Insurance, Estate Planning, Financial Planning, Retirement
Education
College for Financial Planning 2010 — 2012
CFP® Professional Education Program, Personal Financial Planning
University of Southern California
B.A.
Robert Castillo Robert Castillo's Independent Capital Management Experience May 2009 - June 2010
Job Investment Advisor Representative at Gerber Kawasaki Wealth & Investment Management
Industry Investment Management
Experience
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
Independent Capital Management May 2009 - June 2010
Skills
Retirement Planning, Wealth, Wealth Accumulation, Financial Analysis, Non-profit..., Non-profit Fund..., Non-profit Board..., Grassroots Fundraising, Community Outreach
Education
UCLA 2004 — 2008
Bachelor’s Degree, Art History and French
Roosevelt High School 2000 — 2004
High School, Performing Arts
Gerber Kawasaki Wealth & Investment Management June 2010 - Present
Independent Capital Management May 2009 - June 2010
Skills
Retirement Planning, Wealth, Wealth Accumulation, Financial Analysis, Non-profit..., Non-profit Fund..., Non-profit Board..., Grassroots Fundraising, Community Outreach
Education
UCLA 2004 — 2008
Bachelor’s Degree, Art History and French
Roosevelt High School 2000 — 2004
High School, Performing Arts
Kathy Keegan's Independent Capital Management Experience 2000 - 2002
Job
Industry Banking
Experience
Independent Capital Management 2000 - 2002
NationsBank January 1990 - December 1995
Education
Manchester University 1977 — 1980
Bachelor of Science (BS)
Independent Capital Management 2000 - 2002
NationsBank January 1990 - December 1995
Education
Manchester University 1977 — 1980
Bachelor of Science (BS)
Stacey Oliveira Stacey Oliveira's Independent Capital Management Experience Important DisclosuresStacey Oliveira- Financial StrategiesMay 2008 - Present
Job Important Disclosures at Stacey Oliveira Financial Strategies
Industry Financial Services
Experience
Independent Capital Management Important DisclosuresStacey Oliveira- Financial StrategiesMay 2008 - Present
Skills
Investments, Securities, Financial Advisory, Customer Service, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Series 7, Investment Advisory
Education
University of Idaho
Bachelor of Science, Psychology
Independent Capital Management Important DisclosuresStacey Oliveira- Financial StrategiesMay 2008 - Present
Skills
Investments, Securities, Financial Advisory, Customer Service, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Series 7, Investment Advisory
Education
University of Idaho
Bachelor of Science, Psychology
Bryan Lu Bryan Lu's Independent Capital Management Experience October 2010 - October 2011
Job Account Executive at Fisher Investments
Industry Investment Management
Experience
Fisher Investments September 2013 - Present
MassMutual Financial Group November 2011 - August 2013
TEAM Referral Network April 2012 - July 2013
Fountain Valley Chamber of Commerce January 2012 - January 2013
Independent Capital Management October 2010 - October 2011
The Princeton Review January 2010 - October 2010
Skills
Insurance, Investments, Retirement, Estate Planning, Financial Planning, Asset Protection, Debt Management, Customer Relations, Wealth Management, Strategic Financial..., Customer Service, Risk Management, Equities, Retirement Planning
Education
University of California, Riverside 2006 — 2010
Business Economics
Fisher Investments September 2013 - Present
MassMutual Financial Group November 2011 - August 2013
TEAM Referral Network April 2012 - July 2013
Fountain Valley Chamber of Commerce January 2012 - January 2013
Independent Capital Management October 2010 - October 2011
The Princeton Review January 2010 - October 2010
Skills
Insurance, Investments, Retirement, Estate Planning, Financial Planning, Asset Protection, Debt Management, Customer Relations, Wealth Management, Strategic Financial..., Customer Service, Risk Management, Equities, Retirement Planning
Education
University of California, Riverside 2006 — 2010
Business Economics
Nicholas (Nick) Lowe, CEM, CBCP, MEP Nicholas (Nick) Lowe, CEM, CBCP, MEP's Independent Capital Management Experience June 2002 - February 2003
Job Partner/Chief Operating Officer at Critical Preparedness and Response Solutions (CPARS Consulting), L.L.C.
Industry Public Safety
Experience
Critical Preparedness and Response Solutions (CPARS Consulting), L.L.C. August 2012 - Present
Pasadena Tournament of Roses Association June 2008 - Present
California Governor's Office of Emergency Services June 2010 - September 2014
Oak Ridge Associated Universities (ORAU) June 2010 - September 2014
ICF International January 2004 - May 2010
Partnership for Public Service July 2003 - January 2004
Independent Capital Management June 2002 - February 2003
Congressman Adam Smith (WA-9) May 2001 - August 2001
Skills
Homeland Security, Emergency Management, Preparedness, Policy, Exercises, NIMS, Disaster Response, Government, Program Management, Crisis Management, Risk Assessment, Public Speaking, Policy Analysis, Strategic Planning, Critical Infrastructure..., Business Continuity, Emergency Planning
Education
American Public University System 2005 — 2007
Graduate Certificate, Emergency & Disaster Management
University of Puget Sound 1998 — 2002
BA with Honors, Business & Public Administration
University of Puget Sound 1998 — 2002
BA, U.S. Political Science
Critical Preparedness and Response Solutions (CPARS Consulting), L.L.C. August 2012 - Present
Pasadena Tournament of Roses Association June 2008 - Present
California Governor's Office of Emergency Services June 2010 - September 2014
Oak Ridge Associated Universities (ORAU) June 2010 - September 2014
ICF International January 2004 - May 2010
Partnership for Public Service July 2003 - January 2004
Independent Capital Management June 2002 - February 2003
Congressman Adam Smith (WA-9) May 2001 - August 2001
Skills
Homeland Security, Emergency Management, Preparedness, Policy, Exercises, NIMS, Disaster Response, Government, Program Management, Crisis Management, Risk Assessment, Public Speaking, Policy Analysis, Strategic Planning, Critical Infrastructure..., Business Continuity, Emergency Planning
Education
American Public University System 2005 — 2007
Graduate Certificate, Emergency & Disaster Management
University of Puget Sound 1998 — 2002
BA with Honors, Business & Public Administration
University of Puget Sound 1998 — 2002
BA, U.S. Political Science
Karyn (McClendon) Brand Karyn (McClendon) Brand's Independent Capital Management Experience October 2009 - Present
Job Sales Representative at WMB Nutritional Corporation
Industry Health, Wellness and Fitness
Experience
WMB Nutritional Corporation January 2012 - Present
Independent Capital Management October 2009 - Present
Washington Mutual Bank, fa. 2000 - 2006
Skills
Estate Planning, Life Insurance, Retirement Planning, 401k Rollovers, Retirement, Fixed Annuities, IRAs, Wealth Management, College Savings Plans, Mutual Funds, Series 7, Series 63
Education
Kaplan University
Finance
WMB Nutritional Corporation January 2012 - Present
Independent Capital Management October 2009 - Present
Washington Mutual Bank, fa. 2000 - 2006
Skills
Estate Planning, Life Insurance, Retirement Planning, 401k Rollovers, Retirement, Fixed Annuities, IRAs, Wealth Management, College Savings Plans, Mutual Funds, Series 7, Series 63
Education
Kaplan University
Finance
David Machacek David Machacek's Independent Capital Management Experience October 2010 - Present
Job Financial Advisor at SagePoint Financial, Inc.
Industry Financial Services
Experience
SagePoint Financial October 2010 - Present
Independent Capital Management October 2010 - Present
Humanity in Action July 2005 - August 2009
Trinity College - Hartford September 2003 - June 2005
UC Santa Barbara October 1999 - July 2003
University of California, Riverside January 1998 - March 1998
Skills
Research, Non-profits, Mentoring, Public Speaking, Retirement Planning, Investment Advisory, Life Insurance, Strategic Financial..., Financial Services, IRAs, Roth IRA, SEP IRA, Simple IRA, 401k Rollovers, College Savings Plans, Individual 401k, Investment Strategies
Education
University of California, Santa Barbara 1993 — 1998
Ph.D., Religious Studies
University of California, Santa Barbara 1990 — 1993
MA, Religious Studies
Texas Lutheran University 1986 — 1990
BA, Theology
SagePoint Financial October 2010 - Present
Independent Capital Management October 2010 - Present
Humanity in Action July 2005 - August 2009
Trinity College - Hartford September 2003 - June 2005
UC Santa Barbara October 1999 - July 2003
University of California, Riverside January 1998 - March 1998
Skills
Research, Non-profits, Mentoring, Public Speaking, Retirement Planning, Investment Advisory, Life Insurance, Strategic Financial..., Financial Services, IRAs, Roth IRA, SEP IRA, Simple IRA, 401k Rollovers, College Savings Plans, Individual 401k, Investment Strategies
Education
University of California, Santa Barbara 1993 — 1998
Ph.D., Religious Studies
University of California, Santa Barbara 1990 — 1993
MA, Religious Studies
Texas Lutheran University 1986 — 1990
BA, Theology
Austin Flores Austin Flores's Independent Capital Management Experience August 2014 - February 2015
Job Jr. Logistics Analyst at Client Solution Architects
Industry Higher Education
Experience
Client Solution Architects April 2015 - Present
Independent Capital Management August 2014 - February 2015
YMCA June 2011 - September 2013
San Diego Country Club June 2010 - September 2010
SeaWorld San Diego June 2008 - September 2009
Skills
Team Management, Leadership, Motivation, Microsoft Office, Guitarist, Investments, Corporate Finance, Personal Finance, Analytics, Customer Service, Economics
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor's Degree, Business Administration - Financial Management, 3.0
University City High School 2007 — 2010
High School, General, 3.83
Client Solution Architects April 2015 - Present
Independent Capital Management August 2014 - February 2015
YMCA June 2011 - September 2013
San Diego Country Club June 2010 - September 2010
SeaWorld San Diego June 2008 - September 2009
Skills
Team Management, Leadership, Motivation, Microsoft Office, Guitarist, Investments, Corporate Finance, Personal Finance, Analytics, Customer Service, Economics
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor's Degree, Business Administration - Financial Management, 3.0
University City High School 2007 — 2010
High School, General, 3.83
James MAGNER (spfi)'s Independent Capital Management Experience February 2002 - Present
Job Director of Recruiting / Financial Advisor at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management February 2002 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Finance, Financial Analysis, Financial Services, Financial Planning, Life Insurance, Variable Annuities, Mortgage Lending, Retirement Income..., Retirement Planning, Wealth Management..., Consulting
Education
Santa Monica College
UCLA Extension Corporate Education & Custom Programs
Independent Capital Management February 2002 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Finance, Financial Analysis, Financial Services, Financial Planning, Life Insurance, Variable Annuities, Mortgage Lending, Retirement Income..., Retirement Planning, Wealth Management..., Consulting
Education
Santa Monica College
UCLA Extension Corporate Education & Custom Programs
John W. Tegtmeier, M.B.A, C.F.P. (TM) John W. Tegtmeier, M.B.A, C.F.P. (TM)'s Independent Capital Management Experience November 2003 - May 2009
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial May 2009 - Present
Independent Capital Management November 2003 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Wealth Management, Investment Advisory, Series 63, Investments, Strategic Financial..., Estate Planning, Securities, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies, Uniform Combined State..., 401k, IRAs, Life Insurance, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of California, Irvine
Bachelor's degree, Political Science and Government
SagePoint Financial May 2009 - Present
Independent Capital Management November 2003 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Wealth Management, Investment Advisory, Series 63, Investments, Strategic Financial..., Estate Planning, Securities, Fixed Annuities, Asset Allocation, Financial Advisory, Investment Strategies, Uniform Combined State..., 401k, IRAs, Life Insurance, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of California, Irvine
Bachelor's degree, Political Science and Government
Nicole Gearin Nicole Gearin's Independent Capital Management Experience February 2009 - September 2014
Job Corporate Operations and Human Resources at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management February 2009 - September 2014
Skills
Account Management, Customer Service, Human Resources, Recruiting, Office Administration, Employee Relations, Microsoft Office, Social Media, Sales, Marketing, Event Planning, Leadership, Training, Team Leadership, Microsoft Excel, Management, Employee Benefits, Coaching, Strategic Planning, Budgets, Outlook, Team Building, Event Management, Social Media Marketing, PowerPoint, Microsoft Word
Education
Miami University 2002 — 2006
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Independent Capital Management February 2009 - September 2014
Skills
Account Management, Customer Service, Human Resources, Recruiting, Office Administration, Employee Relations, Microsoft Office, Social Media, Sales, Marketing, Event Planning, Leadership, Training, Team Leadership, Microsoft Excel, Management, Employee Benefits, Coaching, Strategic Planning, Budgets, Outlook, Team Building, Event Management, Social Media Marketing, PowerPoint, Microsoft Word
Education
Miami University 2002 — 2006
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Ayal Shmilovich Ayal Shmilovich's Independent Capital Management Experience May 2009 - June 2010
Job Managing Partner at Gerber Kawasaki Wealth & Investment Management
Industry Financial Services
Experience
Gerber Kawasaki Wealth & Investment Management January 2015 - Present
Gerber Kawasaki Wealth & Investment Management August 2012 - January 2015
Gerber Kawasaki Wealth & Investment Management 2010 - 2012
Independent Capital Management May 2009 - June 2010
Skills
Retirement Planning, Investments, Estate Planning, Securities, Life Insurance, Strategic Financial..., Fixed Annuities, Financial Analysis, Personal Finance, Financial Modeling, Strategic Planning, Small Business, Wealth Management
Education
University of Florida 2006 — 2008
Master's
University of California, Los Angeles 2000 — 2004
BA
Gerber Kawasaki Wealth & Investment Management January 2015 - Present
Gerber Kawasaki Wealth & Investment Management August 2012 - January 2015
Gerber Kawasaki Wealth & Investment Management 2010 - 2012
Independent Capital Management May 2009 - June 2010
Skills
Retirement Planning, Investments, Estate Planning, Securities, Life Insurance, Strategic Financial..., Fixed Annuities, Financial Analysis, Personal Finance, Financial Modeling, Strategic Planning, Small Business, Wealth Management
Education
University of Florida 2006 — 2008
Master's
University of California, Los Angeles 2000 — 2004
BA
Terri Hayes's Independent Capital Management Experience January 1999 - January 2004
Job Executive Director: TriLakes Chamber of Commerce & Visitor's Center
Industry Nonprofit Organization Management
Experience
El Paso County Parks Board June 2013 - Present
Tri-Lakes Chamber of Commerce and Visitor's Center July 2011 - Present
10 til 2, Colorado Springs February 2008 - November 2012
Independent Capital Management January 1999 - January 2004
Coram Healthcare 1989 - 1999
Skills
Networking, Event Planning, Management, Sales, Fundraising, Strategic Planning, Small Business, Sales Process
Education
University of Maryland University College 2004 — 2006
Undergraduate, Business
University of Maryland University College
Masters, Public Administration
El Paso County Parks Board June 2013 - Present
Tri-Lakes Chamber of Commerce and Visitor's Center July 2011 - Present
10 til 2, Colorado Springs February 2008 - November 2012
Independent Capital Management January 1999 - January 2004
Coram Healthcare 1989 - 1999
Skills
Networking, Event Planning, Management, Sales, Fundraising, Strategic Planning, Small Business, Sales Process
Education
University of Maryland University College 2004 — 2006
Undergraduate, Business
University of Maryland University College
Masters, Public Administration
Scott Eason, ChFC, CFP®'s Independent Capital Management Experience 1998 - 2002
Job Senior Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2012 - Present
Nationwide Financial June 2008 - February 2012
Nationwide Financial June 2002 - June 2008
Independent Capital Management 1998 - 2002
Skills
Leadership, Certified Financial..., Financial Planning, Personal Financial..., Retirement Planning, Retirement, Financial Services, Financial Analysis, Fixed Annuities, Series 6, Insurance, Series 63, Series 7, Mutual Funds, 401k, Investments, Life Insurance, Budgeting, Marketing Communications, Holistic Financial..., Public Speaking, Pensions, Pension Systems, Social Security, Retirement Plan..., Qualified Retirement..., Retirement Income..., Retirement Solutions, Relationship Management, Securities, Asset Allocation, Financial Advisory, Investment Advisory, IRAs, Risk Management, Asset Management, Wealth Management, Portfolio Management, Process Improvement, Sales, Finance, Employee Benefits, FINRA, Estate Planning, Investment Strategies, Marketing, Variable Annuities
Education
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego State University-California State University 1991 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Nationwide Financial February 2012 - Present
Nationwide Financial June 2008 - February 2012
Nationwide Financial June 2002 - June 2008
Independent Capital Management 1998 - 2002
Skills
Leadership, Certified Financial..., Financial Planning, Personal Financial..., Retirement Planning, Retirement, Financial Services, Financial Analysis, Fixed Annuities, Series 6, Insurance, Series 63, Series 7, Mutual Funds, 401k, Investments, Life Insurance, Budgeting, Marketing Communications, Holistic Financial..., Public Speaking, Pensions, Pension Systems, Social Security, Retirement Plan..., Qualified Retirement..., Retirement Income..., Retirement Solutions, Relationship Management, Securities, Asset Allocation, Financial Advisory, Investment Advisory, IRAs, Risk Management, Asset Management, Wealth Management, Portfolio Management, Process Improvement, Sales, Finance, Employee Benefits, FINRA, Estate Planning, Investment Strategies, Marketing, Variable Annuities
Education
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego State University-California State University 1991 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Parker McMullin Parker McMullin's Independent Capital Management Experience September 2012 - June 2013
Job Business Development Manager at TSA Contracting, Inc.
Industry Construction
Experience
TSA Contracting, Inc. September 2014 - Present
Mitsubishi Electric US, Inc. July 2013 - September 2014
Independent Capital Management September 2012 - June 2013
My New Financial Advisor February 2012 - May 2012
DoubleTree by Hilton May 2010 - November 2011
Hilton Waterfront Beach Resort May 2005 - April 2010
Skills
Series 6, Series 63, Microsoft Office, Excel, Word, PowerPoint, Photoshop, Microsoft Excel, Finance, Financial Services, Marketing, Sales, Event Management, Business Development, Microsoft Word
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (BA), Business Econmics
Huntington Beach High School 2004 — 2008
TSA Contracting, Inc. September 2014 - Present
Mitsubishi Electric US, Inc. July 2013 - September 2014
Independent Capital Management September 2012 - June 2013
My New Financial Advisor February 2012 - May 2012
DoubleTree by Hilton May 2010 - November 2011
Hilton Waterfront Beach Resort May 2005 - April 2010
Skills
Series 6, Series 63, Microsoft Office, Excel, Word, PowerPoint, Photoshop, Microsoft Excel, Finance, Financial Services, Marketing, Sales, Event Management, Business Development, Microsoft Word
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (BA), Business Econmics
Huntington Beach High School 2004 — 2008
Justin Amit's Independent Capital Management Experience June 2013 - October 2013
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Edge December 2014 - June 2015
Collegiate Sports Official September 2001 - May 2015
Merrill Edge March 2014 - December 2014
Independent Capital Management June 2013 - October 2013
Lock Stock and Barrel Investments September 2011 - June 2013
Follett Higher Education Group May 2008 - December 2011
Skills
Microsoft Office, Investments, Portfolio Management, Personal Financial..., Retirement Planning, Life Insurance, College Savings, Sports, Insurance, Customer Service, Finance, Series 6, Stocks, Mutual Funds, Retirement, Budgets, Management, Real Estate, Sales, Forecasting, Financial Analysis
Education
Saint Mary's College of California 2015 — 2016
Master's degree, Financial Analysis and Investment Management
San Diego State University-California State University 2005 — 2008
Bachelors, Financial Services
Merrill Lynch July 2015 - Present
Merrill Edge December 2014 - June 2015
Collegiate Sports Official September 2001 - May 2015
Merrill Edge March 2014 - December 2014
Independent Capital Management June 2013 - October 2013
Lock Stock and Barrel Investments September 2011 - June 2013
Follett Higher Education Group May 2008 - December 2011
Skills
Microsoft Office, Investments, Portfolio Management, Personal Financial..., Retirement Planning, Life Insurance, College Savings, Sports, Insurance, Customer Service, Finance, Series 6, Stocks, Mutual Funds, Retirement, Budgets, Management, Real Estate, Sales, Forecasting, Financial Analysis
Education
Saint Mary's College of California 2015 — 2016
Master's degree, Financial Analysis and Investment Management
San Diego State University-California State University 2005 — 2008
Bachelors, Financial Services
Gregory Case, CHA Gregory Case, CHA's Independent Capital Management Experience February 2002 - March 2003
Job General Manager at Aegis Living
Industry Hospitality
Experience
Aegis at Shadowridge May 2014 - Present
Embassy Suites Arcadia/Pasadena April 2003 - December 2013
Independent Capital Management February 2002 - March 2003
Hotel Oceana Santa Barbara April 2001 - December 2001
Hyatt St. Claire Hotel November 1999 - March 2001
Sheraton Newport Beach Hotel November 1995 - June 1999
Registry Resorts/Hospitality Management Corporation July 1986 - November 1995
Skills
Hospitality Management, Hotels, Hospitality, Hotel Management, Hospitality Industry, Food & Beverage, Revenue Analysis, Pre-opening, Resorts, Restaurants, Catering, Banquets, Front Office, Yield Management, Restaurant Management, Renovation, Bar Concept Design, Hotel Booking, Opening Hotels, Rooms Division, OnQ, Budgets
Education
University of Houston
Conrad N. Hilton Hotel College, Hospitality and Restaurant Management
University of Michigan
Pre-Medicine/Pre-Medical Studies
Aegis at Shadowridge May 2014 - Present
Embassy Suites Arcadia/Pasadena April 2003 - December 2013
Independent Capital Management February 2002 - March 2003
Hotel Oceana Santa Barbara April 2001 - December 2001
Hyatt St. Claire Hotel November 1999 - March 2001
Sheraton Newport Beach Hotel November 1995 - June 1999
Registry Resorts/Hospitality Management Corporation July 1986 - November 1995
Skills
Hospitality Management, Hotels, Hospitality, Hotel Management, Hospitality Industry, Food & Beverage, Revenue Analysis, Pre-opening, Resorts, Restaurants, Catering, Banquets, Front Office, Yield Management, Restaurant Management, Renovation, Bar Concept Design, Hotel Booking, Opening Hotels, Rooms Division, OnQ, Budgets
Education
University of Houston
Conrad N. Hilton Hotel College, Hospitality and Restaurant Management
University of Michigan
Pre-Medicine/Pre-Medical Studies
Emil Nazaretyan Emil Nazaretyan's Independent Capital Management Experience September 2008 - September 2009
Job Personal Banker I at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2011 - April 2012
Austen Morris Associates January 2010 - December 2010
Century 21 March 2010 - October 2010
Independent Capital Management September 2008 - September 2009
International Outreach Project/UCLA American Medical Students Association October 2004 - March 2005
Skills
Wealth Management, Investments, Insurance, Financial Advisory
Education
Fudan University 2008 — 2008
Finance and Economics
University of California, Riverside 2004 — 2008
BSc, Business Administration/ Finance
Wells Fargo Bank March 2011 - April 2012
Austen Morris Associates January 2010 - December 2010
Century 21 March 2010 - October 2010
Independent Capital Management September 2008 - September 2009
International Outreach Project/UCLA American Medical Students Association October 2004 - March 2005
Skills
Wealth Management, Investments, Insurance, Financial Advisory
Education
Fudan University 2008 — 2008
Finance and Economics
University of California, Riverside 2004 — 2008
BSc, Business Administration/ Finance
Hatem Dhiab Hatem Dhiab's Independent Capital Management Experience 2005 - July 2010
Job Managing Partner & Investment Adviser Representative
Industry Financial Services
Experience
Gerber Kawasaki Inc. A Wealth & Investment Management Firm June 2010 - Present
Independent Capital Management 2005 - July 2010
Education
California State University-Los Angeles 2002 — 2005
Bachelor of Arts (B.A.), International Business and Finance
Gerber Kawasaki Inc. A Wealth & Investment Management Firm June 2010 - Present
Independent Capital Management 2005 - July 2010
Education
California State University-Los Angeles 2002 — 2005
Bachelor of Arts (B.A.), International Business and Finance
Chris Dominguez Chris Dominguez's Independent Capital Management Experience May 2010 - March 2011
Job TSA at US Department of Homeland Security
Industry Security and Investigations
Experience
US Department of Homeland Security February 2015 - Present
Robert Rollins Pictures 2004 - Present
Huntington Beach Chrysler Dodge Jeep Ram February 2014 - February 2015
Orange Coast Chrysler Jeep Dodge Ram April 2013 - February 2014
OC Fiat 2012 - March 2013
Orange Coast Chrysler Jeep Dodge April 2011 - November 2012
Independent Capital Management May 2010 - March 2011
UBS August 2004 - December 2008
Skills
Insurance, Securities, Retirement Planning, Mutual Funds, Word, Paralegal, Legal Research, Product Specialist, Microsoft Word, Sales, Strategic Financial..., Strategic Planning, New Business Development, Management, Microsoft Excel, Customer Service, Business Development, Financial Planning
Education
California State University-San Marcos 1997 — 1999
B.S., Business Administration
Golden West College 1993 — 1996
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
US Department of Homeland Security February 2015 - Present
Robert Rollins Pictures 2004 - Present
Huntington Beach Chrysler Dodge Jeep Ram February 2014 - February 2015
Orange Coast Chrysler Jeep Dodge Ram April 2013 - February 2014
OC Fiat 2012 - March 2013
Orange Coast Chrysler Jeep Dodge April 2011 - November 2012
Independent Capital Management May 2010 - March 2011
UBS August 2004 - December 2008
Skills
Insurance, Securities, Retirement Planning, Mutual Funds, Word, Paralegal, Legal Research, Product Specialist, Microsoft Word, Sales, Strategic Financial..., Strategic Planning, New Business Development, Management, Microsoft Excel, Customer Service, Business Development, Financial Planning
Education
California State University-San Marcos 1997 — 1999
B.S., Business Administration
Golden West College 1993 — 1996
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Paul Flick Paul Flick's Independent Capital Management Experience 1993 - 1996
Job Assoc. Vice President/National Marketing Manager at Carollo Engineers
Industry Civil Engineering
Experience
Carollo Engineers October 2011 - Present
Carollo Engineers April 2005 - October 2011
Brown and Caldwell 1998 - 2005
Camp Dresser & McKee 1996 - 1998
Boyle Engineering 1994 - 1996
Independent Capital Management 1993 - 1996
Skills
Creative Writing, Marketing Strategy, Technical Editing, Proposal Writing, Marketing Communications, Speech Writing, Ad Development, Environmental Awareness, Social Media, Business Development, Strategy, Marketing, New Business Development, Sustainability, Municipalities, Water, Water Resources, Corporate Communications, Water Quality
Education
University of California, Irvine 1986 — 1991
Bachelors, English Literature
Carollo Engineers October 2011 - Present
Carollo Engineers April 2005 - October 2011
Brown and Caldwell 1998 - 2005
Camp Dresser & McKee 1996 - 1998
Boyle Engineering 1994 - 1996
Independent Capital Management 1993 - 1996
Skills
Creative Writing, Marketing Strategy, Technical Editing, Proposal Writing, Marketing Communications, Speech Writing, Ad Development, Environmental Awareness, Social Media, Business Development, Strategy, Marketing, New Business Development, Sustainability, Municipalities, Water, Water Resources, Corporate Communications, Water Quality
Education
University of California, Irvine 1986 — 1991
Bachelors, English Literature
Andrew Huynh Andrew Huynh's Independent Capital Management Experience October 2011 - July 2012
Job Sales Technology Developer
Industry Information Technology and Services
Experience
Cornerstone OnDemand July 2015 - Present
Sabio.la January 2015 - June 2015
En Pointe Technologies July 2013 - September 2014
En Pointe Technologies January 2013 - July 2013
En Pointe Technologies July 2012 - January 2013
Independent Capital Management October 2011 - July 2012
Skills
Marketing, Salesforce.com, Customer Service, Team Leadership, CRM, Sales, Entrepreneurship, Social Networking, Life & Health Insurance..., Financial Advisory, Consulting, Data Analysis, Networking, Business Development, Account Management, Customer Relations, Financial Consulting, HTML, Technology Consulting, C#, JavaScript, jQuery, CSS, Bootstrap, AngularJS, MVC, Microsoft SQL Server, ASP.NET MVC, Solution Selling, Responsive Web Design, Cloud Computing, Lead Generation, SaaS, RESTful WebServices, Management
Education
University of California, Los Angeles
Psychology
Arcadia High School
Cornerstone OnDemand July 2015 - Present
Sabio.la January 2015 - June 2015
En Pointe Technologies July 2013 - September 2014
En Pointe Technologies January 2013 - July 2013
En Pointe Technologies July 2012 - January 2013
Independent Capital Management October 2011 - July 2012
Skills
Marketing, Salesforce.com, Customer Service, Team Leadership, CRM, Sales, Entrepreneurship, Social Networking, Life & Health Insurance..., Financial Advisory, Consulting, Data Analysis, Networking, Business Development, Account Management, Customer Relations, Financial Consulting, HTML, Technology Consulting, C#, JavaScript, jQuery, CSS, Bootstrap, AngularJS, MVC, Microsoft SQL Server, ASP.NET MVC, Solution Selling, Responsive Web Design, Cloud Computing, Lead Generation, SaaS, RESTful WebServices, Management
Education
University of California, Los Angeles
Psychology
Arcadia High School
Miguel Masilungan's Independent Capital Management Experience 2015 - Present
Job Financial Advisor at Independent Capital Management
Industry Investment Management
Experience
Independent Capital Management 2015 - Present
MV Enterprise February 2013 - Present
MCM Investments January 2007 - May 2014
Allco Finance Group June 2004 - September 2007
Skills
Business Development, Management, Mergers & Acquisitions, New Business Development, Executive Search, Business Strategy, Account Management, Performance Management, Contract Recruitment, Talent Management, Business Planning, Recruitment Advertising, Professional Services, Technical Recruiting, Coaching, Sourcing, Talent Acquisition, Sales Management, ROI Optimization, Brand Development, Contract Negotiation, ROI Strategies
Education
Macquarie University 2007 — 2010
BA, Commerce
ASIC 2002 — 2004
PS 146, Financial Planning and Services
Independent Capital Management 2015 - Present
MV Enterprise February 2013 - Present
MCM Investments January 2007 - May 2014
Allco Finance Group June 2004 - September 2007
Skills
Business Development, Management, Mergers & Acquisitions, New Business Development, Executive Search, Business Strategy, Account Management, Performance Management, Contract Recruitment, Talent Management, Business Planning, Recruitment Advertising, Professional Services, Technical Recruiting, Coaching, Sourcing, Talent Acquisition, Sales Management, ROI Optimization, Brand Development, Contract Negotiation, ROI Strategies
Education
Macquarie University 2007 — 2010
BA, Commerce
ASIC 2002 — 2004
PS 146, Financial Planning and Services
Apostle E. Uche Nyeche Apostle E. Uche Nyeche's Independent Capital Management Experience 1998 - 2000
Job The Shepherd at The Bible Church of His Will and Author. http://www.thebiblechurch.net
Industry Nonprofit Organization Management
Experience
The Bible Church of His Will September 2003 - Present
Krause's Furniture Company 2000 - 2003
Independent Capital Management 1998 - 2000
Skills
Nonprofits, Community Outreach, Volunteer Management, Public Speaking, Preaching, Fundraising, Theology, Pastoral Care, Discipleship, Leadership Development, Teaching, Biblical Studies, Religion, Bible, Church Events, Spiritual Direction, Pastoral Counseling, Stewardship, Missions, Youth Ministry
Education
Fuller Theological Seminary 2005 — 2010
MA, Theology (Biblical Studies) MA, Theology and Ministry, Theology/Theological Studies
University of La Verne 2001 — 2004
Bachelor of Arts (B.A.), Political Science/ Psychology
National Education Corporation Independent study 1987 — 1998
Courses, Business Management
Ethnikon kai Kapodistriakon Panepistimion Athinon 1981 — 1983
Diploma, Greek Language
The Bible Church of His Will September 2003 - Present
Krause's Furniture Company 2000 - 2003
Independent Capital Management 1998 - 2000
Skills
Nonprofits, Community Outreach, Volunteer Management, Public Speaking, Preaching, Fundraising, Theology, Pastoral Care, Discipleship, Leadership Development, Teaching, Biblical Studies, Religion, Bible, Church Events, Spiritual Direction, Pastoral Counseling, Stewardship, Missions, Youth Ministry
Education
Fuller Theological Seminary 2005 — 2010
MA, Theology (Biblical Studies) MA, Theology and Ministry, Theology/Theological Studies
University of La Verne 2001 — 2004
Bachelor of Arts (B.A.), Political Science/ Psychology
National Education Corporation Independent study 1987 — 1998
Courses, Business Management
Ethnikon kai Kapodistriakon Panepistimion Athinon 1981 — 1983
Diploma, Greek Language
Jessie Yodsukar Jessie Yodsukar's Independent Capital Management Experience May 1997 - June 1998
Job Assistant Manager, Marketing Operations at SunAmerica Retirement Markets
Industry Financial Services
Experience
AIG June 2013 - Present
SunAmerica Retirement Markets, Inc. June 2009 - June 2013
SunAmerica November 1998 - July 2005
Independent Capital Management May 1997 - June 1998
Skills
Marketing, Marketing Communications, Relationship Management, Digital Marketing, Project Management, Advertising, Microsoft Excel, Series 6, Edge, Variable Annuities
Education
Pepperdine University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
AIG June 2013 - Present
SunAmerica Retirement Markets, Inc. June 2009 - June 2013
SunAmerica November 1998 - July 2005
Independent Capital Management May 1997 - June 1998
Skills
Marketing, Marketing Communications, Relationship Management, Digital Marketing, Project Management, Advertising, Microsoft Excel, Series 6, Edge, Variable Annuities
Education
Pepperdine University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Erika L. Peoples Erika L. Peoples's Independent Capital Management Experience June 2015 - Present
Job Entrepreneur/Financial Advisor
Industry Investment Management
Experience
Independent Capital Management June 2015 - Present
The House of Braids July 2004 - April 2015
Royal Flair Salon and Braidery 2004 - 2011
Fabulous Hair Inc October 2006 - February 2009
Anjels Salon and Day Spa September 2003 - February 2006
Skills
Business Intelligence, New Business Development, Small Business, Marketing Strategy, Community Outreach, Cross-functional Team..., Coordinating Events, Creative Strategy, Creative Services, Organizational...
Education
Kaplan University-Mason City Campus 2010 — 2011
Associate of Science (A.S.), Business Administration, Management and Operations
Paul Mitchell the School Sherman Oaks, California 2006 — 2007
Licentiate degree, Cosmetology and Related Personal Grooming Services
Independent Capital Management June 2015 - Present
The House of Braids July 2004 - April 2015
Royal Flair Salon and Braidery 2004 - 2011
Fabulous Hair Inc October 2006 - February 2009
Anjels Salon and Day Spa September 2003 - February 2006
Skills
Business Intelligence, New Business Development, Small Business, Marketing Strategy, Community Outreach, Cross-functional Team..., Coordinating Events, Creative Strategy, Creative Services, Organizational...
Education
Kaplan University-Mason City Campus 2010 — 2011
Associate of Science (A.S.), Business Administration, Management and Operations
Paul Mitchell the School Sherman Oaks, California 2006 — 2007
Licentiate degree, Cosmetology and Related Personal Grooming Services
Effie Micheals Effie Micheals's Independent Capital Management Experience October 2010 - November 2011
Job Insurance Administration Manangement
Industry Insurance
Experience
Kaiser Permanente July 2015 - Present
South Pasadena Unified School District October 2008 - Present
Rose International October 2014 - December 2014
Transguard Insurance Company March 2014 - May 2014
South Pasadena Unified School District August 2013 - May 2014
Rose International September 2012 - July 2013
South Pasadena Unified School District October 2008 - September 2012
Independent Capital Management October 2010 - November 2011
Pacific Advisors/Guardian September 2009 - September 2010
City of Pasadena February 2007 - July 2008
Skills
Insurance, Financial Planning, Budgeting, Strategic Planning, Word, Microsoft Excel, Strategic Financial..., Microsoft Word, Budgets, Customer Service, Outlook, Microsoft Office, Administration, Employee Benefits, Management, Human Resources, Public Speaking, PowerPoint, Leadership, Marketing, Team Building, EDI
Education
Southern Illinois University, Carbondale 1982 — 1985
B.A., Business Management & Marketing
Roald Amundsen High School 1976 — 1980
Diploma, Business Administration, Management and Operations
Kaiser Permanente July 2015 - Present
South Pasadena Unified School District October 2008 - Present
Rose International October 2014 - December 2014
Transguard Insurance Company March 2014 - May 2014
South Pasadena Unified School District August 2013 - May 2014
Rose International September 2012 - July 2013
South Pasadena Unified School District October 2008 - September 2012
Independent Capital Management October 2010 - November 2011
Pacific Advisors/Guardian September 2009 - September 2010
City of Pasadena February 2007 - July 2008
Skills
Insurance, Financial Planning, Budgeting, Strategic Planning, Word, Microsoft Excel, Strategic Financial..., Microsoft Word, Budgets, Customer Service, Outlook, Microsoft Office, Administration, Employee Benefits, Management, Human Resources, Public Speaking, PowerPoint, Leadership, Marketing, Team Building, EDI
Education
Southern Illinois University, Carbondale 1982 — 1985
B.A., Business Management & Marketing
Roald Amundsen High School 1976 — 1980
Diploma, Business Administration, Management and Operations
Ryuta Tsubura Ryuta Tsubura's Independent Capital Management Experience May 2012 - January 2013
Job Team Lead at Balboa Capital Corporation
Industry Financial Services
Experience
Balboa Capital Corporation June 2014 - Present
Balboa Capital Corporation October 2013 - Present
Premium Capital Funding May 2013 - September 2013
Independent Capital Management May 2012 - January 2013
United States Navy February 2004 - March 2011
Skills
Security Clearance, Leadership, Security, Training, Physical Security, Homeland Security, Security Operations, Intelligence, Counterterrorism, Navy, Budgets, Logistics, Marketing, Finance, Personnel Management, Customer Service, Sales, Business Development, Microsoft Excel, Strategic Planning
Education
University of La Verne 2008 — 2010
Bs Organizational Management, Business
Balboa Capital Corporation June 2014 - Present
Balboa Capital Corporation October 2013 - Present
Premium Capital Funding May 2013 - September 2013
Independent Capital Management May 2012 - January 2013
United States Navy February 2004 - March 2011
Skills
Security Clearance, Leadership, Security, Training, Physical Security, Homeland Security, Security Operations, Intelligence, Counterterrorism, Navy, Budgets, Logistics, Marketing, Finance, Personnel Management, Customer Service, Sales, Business Development, Microsoft Excel, Strategic Planning
Education
University of La Verne 2008 — 2010
Bs Organizational Management, Business
Mee Vaj's Independent Capital Management Experience January 2009 - July 2011
Job Certified Hypnotherapist, Reiki Master, Anxiety, Fears, Phobias, Abuse, Past Life Regression, (562) 7741889
Industry Health, Wellness and Fitness
Experience
Myoho Wellness April 2012 - Present
OC Holistic Chamber of Commerce September 2012 - December 2014
Independent Capital Management January 2009 - July 2011
Moherman Financial Services 2010 - 2011
TEAM Referral Network 2010 - 2011
TEAM Referral Network 2009 - 2010
Volt Technical Resources October 2007 - October 2008
Northrop Grumman April 2005 - October 2007
Filmakers Alliance 2004 - 2006
Autoland January 2004 - September 2004
Skills
Public Speaking, Coaching, Team Building, Microsoft Office, Sales, Insurance, Social Networking, Customer Service, Business Networking, Training, Marketing, Business Development, Outlook, Team Leadership, Microsoft Excel, Strategic Planning, Nonprofits, Leadership, Program Management, Human Resources, Small Business, Pain Management, Hypnotherapy, Healing, Leadership Development, Stress, Time Management, Reiki, Marketing Strategy, Personal Development, Entrepreneurship, Event Planning, Online Advertising, Social Media Marketing, Fundraising
Education
Hypnosis Motivation Institute 2012 — 2013
Hypnotherapy
University of Southern California 1996 — 1998
MFA, Film/Video Productions
University of the Pacific 1990 — 1995
BA, Dramatic Arts
Myoho Wellness April 2012 - Present
OC Holistic Chamber of Commerce September 2012 - December 2014
Independent Capital Management January 2009 - July 2011
Moherman Financial Services 2010 - 2011
TEAM Referral Network 2010 - 2011
TEAM Referral Network 2009 - 2010
Volt Technical Resources October 2007 - October 2008
Northrop Grumman April 2005 - October 2007
Filmakers Alliance 2004 - 2006
Autoland January 2004 - September 2004
Skills
Public Speaking, Coaching, Team Building, Microsoft Office, Sales, Insurance, Social Networking, Customer Service, Business Networking, Training, Marketing, Business Development, Outlook, Team Leadership, Microsoft Excel, Strategic Planning, Nonprofits, Leadership, Program Management, Human Resources, Small Business, Pain Management, Hypnotherapy, Healing, Leadership Development, Stress, Time Management, Reiki, Marketing Strategy, Personal Development, Entrepreneurship, Event Planning, Online Advertising, Social Media Marketing, Fundraising
Education
Hypnosis Motivation Institute 2012 — 2013
Hypnotherapy
University of Southern California 1996 — 1998
MFA, Film/Video Productions
University of the Pacific 1990 — 1995
BA, Dramatic Arts
Catherine Shing Catherine Shing's Independent Capital Management Experience April 2007 - January 2008
Job Software Engineer
Industry Computer Software
Experience
Reputation.com August 2012 - Present
The Cheesecake Factory March 2008 - May 2011
Independent Capital Management April 2007 - January 2008
Coghlan Financial Group, LLC October 2006 - January 2007
Skills
AngularJS, Bootstrap, Node.js, LESS, Karma, Java, PHP, Ruby, Eclipse, MongoDB, MySQL, OS X, Ubuntu, C, Unix, JSON, Apache, Windows, Mandarin, Web Scraping, Mongo, JUnit, VB.NET, Atlassian JIRA, Github, Mac OS X, Actuarial Exams, P/1, FM/2, Series 6, Series 63, Life Insurance, French
Education
University of California, San Diego 2003 — 2007
B.A, Mathematics/Applied Science
Reputation.com August 2012 - Present
The Cheesecake Factory March 2008 - May 2011
Independent Capital Management April 2007 - January 2008
Coghlan Financial Group, LLC October 2006 - January 2007
Skills
AngularJS, Bootstrap, Node.js, LESS, Karma, Java, PHP, Ruby, Eclipse, MongoDB, MySQL, OS X, Ubuntu, C, Unix, JSON, Apache, Windows, Mandarin, Web Scraping, Mongo, JUnit, VB.NET, Atlassian JIRA, Github, Mac OS X, Actuarial Exams, P/1, FM/2, Series 6, Series 63, Life Insurance, French
Education
University of California, San Diego 2003 — 2007
B.A, Mathematics/Applied Science
Nick Pastorino Nick Pastorino's Independent Capital Management Experience November 2011 - Present
Job Investment Advisor Representative and Branch Manager with SagePoint Financial
Industry Financial Services
Experience
Independent Capital Management November 2011 - Present
Independent Capital Management January 2004 - Present
SagePoint Financial January 2004 - Present
Independent Capital Management October 2004 - December 2011
Skills
Investments, Retirement Planning, Retirement Savings, 401k Rollovers, College Savings Plans, Management Development, Annuities, Insurance, Sales Management, Estate Planning, Mutual Funds, Retirement, Securities, Financial Advisory, Life Insurance, 401k, IRAs
Education
San Diego State University-California State University 2000 — 2003
Simi Valley High School
Independent Capital Management November 2011 - Present
Independent Capital Management January 2004 - Present
SagePoint Financial January 2004 - Present
Independent Capital Management October 2004 - December 2011
Skills
Investments, Retirement Planning, Retirement Savings, 401k Rollovers, College Savings Plans, Management Development, Annuities, Insurance, Sales Management, Estate Planning, Mutual Funds, Retirement, Securities, Financial Advisory, Life Insurance, 401k, IRAs
Education
San Diego State University-California State University 2000 — 2003
Simi Valley High School
Daniel Tatum III Daniel Tatum III's Independent Capital Management Experience January 2006 - December 2007
Job University of Arizona, Eller MBA Candidate, Class of 2014
Industry Consumer Services
Experience
Intuit January 2013 - May 2013
Central Ticket Office, UCLA January 2008 - July 2012
Independent Capital Management January 2006 - December 2007
United States Marine Corps December 1999 - December 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Budgets, Outlook, Management, Leadership
Education
University of Arizona, Eller College of Management 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship
University of Arizona, Eller College of Management 2012 — 2014
Master's Degree, Finance
University of California, Los Angeles 2000 — 2005
Bachelor of Arts, History
Intuit January 2013 - May 2013
Central Ticket Office, UCLA January 2008 - July 2012
Independent Capital Management January 2006 - December 2007
United States Marine Corps December 1999 - December 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Budgets, Outlook, Management, Leadership
Education
University of Arizona, Eller College of Management 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship
University of Arizona, Eller College of Management 2012 — 2014
Master's Degree, Finance
University of California, Los Angeles 2000 — 2005
Bachelor of Arts, History
Sergio Almanzar Sergio Almanzar's Independent Capital Management Experience December 2008 - May 2011
Job Psychiatric Social Worker I at Los Angeles County Department of Mental Health
Industry Financial Services
Experience
Los Angeles County Department of Mental Health July 2013 - Present
The Los Angeles Film School October 2012 - Present
University of Southern California January 2012 - Present
El Nido Family Centers March 2012 - August 2012
Springleaf Financial fka American General March 2009 - January 2012
Independent Capital Management December 2008 - May 2011
World Financial Group May 2007 - June 2008
Enterprise Rent-a-Car August 2006 - March 2008
Skills
Management, Finance, Insurance, Retirement Planning, Social Services, Project Planning, Loans, Mutual Funds, Adolescents, Life Insurance, Financial Advisory, Fixed Annuities, Public Speaking, Networking, Mental Health, Training, Business Planning, Leadership, Nonprofits
Education
University of Southern California 2012 — 2013
MSW, Mental Health Social Work
University of California, Los Angeles 2002 — 2006
B.A., Psychology and English
Los Angeles County Department of Mental Health July 2013 - Present
The Los Angeles Film School October 2012 - Present
University of Southern California January 2012 - Present
El Nido Family Centers March 2012 - August 2012
Springleaf Financial fka American General March 2009 - January 2012
Independent Capital Management December 2008 - May 2011
World Financial Group May 2007 - June 2008
Enterprise Rent-a-Car August 2006 - March 2008
Skills
Management, Finance, Insurance, Retirement Planning, Social Services, Project Planning, Loans, Mutual Funds, Adolescents, Life Insurance, Financial Advisory, Fixed Annuities, Public Speaking, Networking, Mental Health, Training, Business Planning, Leadership, Nonprofits
Education
University of Southern California 2012 — 2013
MSW, Mental Health Social Work
University of California, Los Angeles 2002 — 2006
B.A., Psychology and English
Eric Davidoff Eric Davidoff's Independent Capital Management Experience April 2011 - April 2012
Job Financial Advisor at Northern Trust Securties, Inc.
Industry Investment Management
Experience
Northern Trust Securites, Inc. August 2015 - Present
Northern Trust Securities, Inc. April 2012 - Present
Independent Capital Management April 2011 - April 2012
Charles Schwab 2009 - 2010
CapNet Financial Leasing Company May 2008 - August 2008
Skills
Investments, Retirement Planning, Financial Advisory, Investment Advisory, Wealth Management, Series 7, Mutual Funds, Securities, Retirement, Alternative Investments, Wealth Management..., Financial Analysis, Asset Allocation, Asset Management, Equities, Investment Management, Investment Strategies, Bonds, Insurance, ETFs, Portfolio Management, Financial Risk, Equity Trading, Brokerage, Stocks, Bloomberg Terminal, Private Banking, Rule 144
Education
University of Arizona 2005 — 2009
Bachelor of Science, Regional Development
Plano West Senior High
Northern Trust Securites, Inc. August 2015 - Present
Northern Trust Securities, Inc. April 2012 - Present
Independent Capital Management April 2011 - April 2012
Charles Schwab 2009 - 2010
CapNet Financial Leasing Company May 2008 - August 2008
Skills
Investments, Retirement Planning, Financial Advisory, Investment Advisory, Wealth Management, Series 7, Mutual Funds, Securities, Retirement, Alternative Investments, Wealth Management..., Financial Analysis, Asset Allocation, Asset Management, Equities, Investment Management, Investment Strategies, Bonds, Insurance, ETFs, Portfolio Management, Financial Risk, Equity Trading, Brokerage, Stocks, Bloomberg Terminal, Private Banking, Rule 144
Education
University of Arizona 2005 — 2009
Bachelor of Science, Regional Development
Plano West Senior High
Kenton Lee's Independent Capital Management Experience January 2013 - August 2013
Job Financial advisor @ ICM Beverly Hills, CA
Industry Financial Services
Experience
Independent Capital Management January 2013 - August 2013
Jenny G Boutique November 2008 - April 2012
Skills
Financial planning, Budgeting, Market Analysis, Risk Management, Communication, Retirement Planning, Investments, controlling expenditures, Time Management, Strategic Financial..., Budgets, Financial Modeling, Data Analysis
Education
University of California, Riverside 2008 — 2012
Bachelor of Science (B.S.), Finance
Independent Capital Management January 2013 - August 2013
Jenny G Boutique November 2008 - April 2012
Skills
Financial planning, Budgeting, Market Analysis, Risk Management, Communication, Retirement Planning, Investments, controlling expenditures, Time Management, Strategic Financial..., Budgets, Financial Modeling, Data Analysis
Education
University of California, Riverside 2008 — 2012
Bachelor of Science (B.S.), Finance
David Massongill David Massongill's Independent Capital Management Experience October 1993 - June 2009
Job Financial Adviser
Industry Financial Services
Experience
Massongill Wealth Management - National Planning Corp. (NPC) June 2009 - Present
Inland Leaders Charter School August 2007 - Present
SagePoint Financial (formerly SunAmerica Securities) October 1993 - June 2009
Independent Capital Management October 1993 - June 2009
First Baptist Church of Yucaipa 2002 - 2006
Education
Biola University 1989 — 1993
Bachelor of Science, Business Administration, Cum Laude
Massongill Wealth Management - National Planning Corp. (NPC) June 2009 - Present
Inland Leaders Charter School August 2007 - Present
SagePoint Financial (formerly SunAmerica Securities) October 1993 - June 2009
Independent Capital Management October 1993 - June 2009
First Baptist Church of Yucaipa 2002 - 2006
Education
Biola University 1989 — 1993
Bachelor of Science, Business Administration, Cum Laude
Jinnifer Morris Jinnifer Morris's Independent Capital Management Experience May 1999 - March 2000
Job Photographer at Pictures By Jinn
Industry Insurance
Experience
Pictures By Jinn September 2008 - Present
Neely, Craig & Walton, LLP October 2006 - November 2014
Nationwide Insurance November 2002 - June 2006
Haworth, Haworth, & Burba July 2000 - July 2001
Independent Capital Management May 1999 - March 2000
Independent Capital Management 1999 - 2000
Medley Material Handling October 1997 - March 1999
Skills
Life Insurance, Property & Casualty..., Sales Management, Customer Service, Workers Compensation, Insurance, Risk Management, Analysis, Commercial Insurance, Team Building, Account Management, Liability, Process Improvement, General Insurance, Training, Outlook, Umbrella Insurance, Sales, Microsoft Excel, Underwriting, Coaching, Microsoft Word, Team Leadership, Call Centers, Leadership, Public Speaking, Customer Satisfaction, Microsoft Office, Marketing, Management, Farm & Ranch Insurance, Cold Calling, Selling, High Value Homes, Technology E&O, PowerPoint, Motorcycle, Strategic Planning, Windstorm, New Business Development, Customer Retention, Social Media, Sports Photography, Microsoft, Photoshop Elements, Web Site Production, CISR Designation, Inland Marine, Specialty Lines, Health Savings Accounts
Education
Franklin University 2012 — 2018
Bachelor's degree, Computer Science
Franklin University 2015 — 2016
Bachelor’s Degree, Social Media Design
West Texas Christian 1989 — 1993
High School
Pictures By Jinn September 2008 - Present
Neely, Craig & Walton, LLP October 2006 - November 2014
Nationwide Insurance November 2002 - June 2006
Haworth, Haworth, & Burba July 2000 - July 2001
Independent Capital Management May 1999 - March 2000
Independent Capital Management 1999 - 2000
Medley Material Handling October 1997 - March 1999
Skills
Life Insurance, Property & Casualty..., Sales Management, Customer Service, Workers Compensation, Insurance, Risk Management, Analysis, Commercial Insurance, Team Building, Account Management, Liability, Process Improvement, General Insurance, Training, Outlook, Umbrella Insurance, Sales, Microsoft Excel, Underwriting, Coaching, Microsoft Word, Team Leadership, Call Centers, Leadership, Public Speaking, Customer Satisfaction, Microsoft Office, Marketing, Management, Farm & Ranch Insurance, Cold Calling, Selling, High Value Homes, Technology E&O, PowerPoint, Motorcycle, Strategic Planning, Windstorm, New Business Development, Customer Retention, Social Media, Sports Photography, Microsoft, Photoshop Elements, Web Site Production, CISR Designation, Inland Marine, Specialty Lines, Health Savings Accounts
Education
Franklin University 2012 — 2018
Bachelor's degree, Computer Science
Franklin University 2015 — 2016
Bachelor’s Degree, Social Media Design
West Texas Christian 1989 — 1993
High School
Joseph Vang, CFA Joseph Vang, CFA's Independent Capital Management Experience April 2011 - January 2013
Job Senior Investment Analyst at True Investments
Industry Financial Services
Experience
True Investments December 2014 - Present
Goldman Sachs February 2013 - December 2014
Independent Capital Management April 2011 - January 2013
Skills
Financial Statements, Equities, Finance, Investments, Microsoft Office, Wealth Management, Strategic Financial..., Security Analysis, Economics, Derivatives, Fixed Income
Education
University of California, Irvine 2008 — 2010
Economics, 3.6/4.0
True Investments December 2014 - Present
Goldman Sachs February 2013 - December 2014
Independent Capital Management April 2011 - January 2013
Skills
Financial Statements, Equities, Finance, Investments, Microsoft Office, Wealth Management, Strategic Financial..., Security Analysis, Economics, Derivatives, Fixed Income
Education
University of California, Irvine 2008 — 2010
Economics, 3.6/4.0
Jonathan Chow Jonathan Chow's Independent Capital Management Experience January 2014 - Present
Job Financial Advisor | District Manager | MBA Candidate
Industry Financial Services
Experience
Independent Capital Management January 2014 - Present
SagePoint Financial February 2013 - Present
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, Irvine 2007 — 2011
Bachelor of Arts
Independent Capital Management January 2014 - Present
SagePoint Financial February 2013 - Present
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, Irvine 2007 — 2011
Bachelor of Arts
Matthew McMillon's Independent Capital Management Experience November 2008 - October 2010
Job Financial Consultant at Alliant Retirement & Investment Services located at Alliant Credit Union
Industry Financial Services
Experience
Alliant Retirement & Investment Services March 2011 - Present
Newport Coast Securities November 2010 - March 2011
Independent Capital Management November 2008 - October 2010
Hilltop Church of Christ May 1999 - December 2008
Education
Pepperdine University 1997 — 2001
Bachelor of Arts, Religion/Religious Studies
Alliant Retirement & Investment Services March 2011 - Present
Newport Coast Securities November 2010 - March 2011
Independent Capital Management November 2008 - October 2010
Hilltop Church of Christ May 1999 - December 2008
Education
Pepperdine University 1997 — 2001
Bachelor of Arts, Religion/Religious Studies
Nick McCain Nick McCain's Independent Capital Management Experience October 2013 - April 2014
Job Cofounder and CFO at O'Grady School Solutions
Industry Public Policy
Experience
O'Grady School Solutions June 2014 - Present
Independent Capital Management October 2013 - April 2014
University of Oregon - Dean of Students Office June 2013 - September 2013
University of Oregon - Division of Student Affairs June 2013 - September 2013
University of Oregon May 2012 - May 2013
Student Orientation Programs - University of Oregon May 2011 - September 2012
Residence Hall Association - University of Oregon May 2011 - May 2012
University of Oregon 2010 - 2012
Skills
Public Speaking, Community Outreach, Training, Program Management, Alumni Relations, Advising People, Stata, Admissions, Student Housing, Economic Research, Econometrics, Public Management, Geographic Information..., Transportation Economics, Strategic Hiring, Leadership, Student Affairs, PowerPoint, Event Planning, Social Networking, Social Media, Facebook, Microsoft Word, Fundraising, Customer Service, Microsoft Excel, Research
Education
University of Oregon 2009 — 2013
Bachelor of Science (B.S.), Economics, Senior
Woodbridge High School 2005 — 2009
O'Grady School Solutions June 2014 - Present
Independent Capital Management October 2013 - April 2014
University of Oregon - Dean of Students Office June 2013 - September 2013
University of Oregon - Division of Student Affairs June 2013 - September 2013
University of Oregon May 2012 - May 2013
Student Orientation Programs - University of Oregon May 2011 - September 2012
Residence Hall Association - University of Oregon May 2011 - May 2012
University of Oregon 2010 - 2012
Skills
Public Speaking, Community Outreach, Training, Program Management, Alumni Relations, Advising People, Stata, Admissions, Student Housing, Economic Research, Econometrics, Public Management, Geographic Information..., Transportation Economics, Strategic Hiring, Leadership, Student Affairs, PowerPoint, Event Planning, Social Networking, Social Media, Facebook, Microsoft Word, Fundraising, Customer Service, Microsoft Excel, Research
Education
University of Oregon 2009 — 2013
Bachelor of Science (B.S.), Economics, Senior
Woodbridge High School 2005 — 2009
Laura Singh Laura Singh's Independent Capital Management Experience April 2006 - August 2007
Job Website Marketing & Ecommerce Manager at Day's Jewelers
Industry Marketing and Advertising
Experience
Day's Jewelers August 2015 - Present
AssetMark February 2014 - May 2015
UBM Electronics January 2012 - May 2013
UBM Electronics April 2011 - January 2012
UBM Electronics August 2009 - April 2011
UBM TechWeb April 2008 - August 2009
Meltwater Group September 2007 - March 2008
Independent Capital Management April 2006 - August 2007
Skills
Email Marketing, Marketing Communications, Lead Generation, Marketing Strategy, Project Management, Eloqua, Online Advertising, Marketing, Social Media, Digital Media, Online Marketing, Digital Marketing, Advertising, B2B, Editing, Direct Marketing, Trade Shows, Copywriting, Integrated Marketing, B2B Marketing, Content Strategy
Education
Liberty University 2002 — 2005
BA, Teaching English as a Second or Foreign Language/ESL Language Instructor
Day's Jewelers August 2015 - Present
AssetMark February 2014 - May 2015
UBM Electronics January 2012 - May 2013
UBM Electronics April 2011 - January 2012
UBM Electronics August 2009 - April 2011
UBM TechWeb April 2008 - August 2009
Meltwater Group September 2007 - March 2008
Independent Capital Management April 2006 - August 2007
Skills
Email Marketing, Marketing Communications, Lead Generation, Marketing Strategy, Project Management, Eloqua, Online Advertising, Marketing, Social Media, Digital Media, Online Marketing, Digital Marketing, Advertising, B2B, Editing, Direct Marketing, Trade Shows, Copywriting, Integrated Marketing, B2B Marketing, Content Strategy
Education
Liberty University 2002 — 2005
BA, Teaching English as a Second or Foreign Language/ESL Language Instructor
Robert Weatherwax Robert Weatherwax's Independent Capital Management Experience 1998 - 2002
Job Career Agent Farmers Granada Hills, CA
Industry Insurance
Experience
Farmers Insurance February 2013 - Present
The AltiSure Group September 2010 - Present
Sports Management Worldwide 2009 - 2010
AIG/Sunamerica June 2008 - February 2009
Pacific Life Annuities 2006 - 2008
Citibank 2002 - 2005
Independent Capital Management 1998 - 2002
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Series 63, Retirement, Insurance, Life Insurance, Term Life Insurance, IRAs, 401k, Disability Insurance, Series 6, Long-term Care, Financial Advisory, Variable Annuities, Health Insurance
Education
College of the Canyons 1981 — 1982
under grad
United States
Farmers Insurance February 2013 - Present
The AltiSure Group September 2010 - Present
Sports Management Worldwide 2009 - 2010
AIG/Sunamerica June 2008 - February 2009
Pacific Life Annuities 2006 - 2008
Citibank 2002 - 2005
Independent Capital Management 1998 - 2002
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Series 63, Retirement, Insurance, Life Insurance, Term Life Insurance, IRAs, 401k, Disability Insurance, Series 6, Long-term Care, Financial Advisory, Variable Annuities, Health Insurance
Education
College of the Canyons 1981 — 1982
under grad
United States
Gregory Gallagher, P.E., LEED AP Gregory Gallagher, P.E., LEED AP's Independent Capital Management Experience January 2008 - May 2009
Job Executive Management Professional
Industry Construction
Experience
G4S June 2009 - Present
Independent Capital Management January 2008 - May 2009
The Garrett Group December 2006 - January 2008
KB Home November 2004 - May 2006
Lennar 2000 - 2005
Centex Homes-San Diego Division 1998 - 2001
Skills
Professional Engineer, LEED A.P., Real Estate Broker, Engineers, Entitlements, Feasibility Studies, Contractors, Real Estate Economics, Contract Negotiation, Due Diligence, Business Development, Residential Homes, Construction, Real Estate, Real Estate Development, LEED Accredited, Land Acquisition, LEED, Disposition, Contract Management, Construction Management, Value Engineering, Land Development, Commercial Real Estate, Property Management, Project Planning, Management, Negotiation, Facilities Management, Project Bidding, Cost Control, Process Scheduler, Asset Management, Budgets, Proposal Writing, Dispositions
Education
University of San Diego 1994 — 1995
MBA, Business
University of Alaska Fairbanks 1981 — 1984
BSCE, Civil Engineering
G4S June 2009 - Present
Independent Capital Management January 2008 - May 2009
The Garrett Group December 2006 - January 2008
KB Home November 2004 - May 2006
Lennar 2000 - 2005
Centex Homes-San Diego Division 1998 - 2001
Skills
Professional Engineer, LEED A.P., Real Estate Broker, Engineers, Entitlements, Feasibility Studies, Contractors, Real Estate Economics, Contract Negotiation, Due Diligence, Business Development, Residential Homes, Construction, Real Estate, Real Estate Development, LEED Accredited, Land Acquisition, LEED, Disposition, Contract Management, Construction Management, Value Engineering, Land Development, Commercial Real Estate, Property Management, Project Planning, Management, Negotiation, Facilities Management, Project Bidding, Cost Control, Process Scheduler, Asset Management, Budgets, Proposal Writing, Dispositions
Education
University of San Diego 1994 — 1995
MBA, Business
University of Alaska Fairbanks 1981 — 1984
BSCE, Civil Engineering
Sabrina Jaussen-Muller Sabrina Jaussen-Muller's Independent Capital Management Experience June 2006 - July 2007
Job marketing coordinator at speedpro imaging mission valley
Industry Marketing and Advertising
Experience
speedpro imaging mission valley February 2012 - Present
Harold Stevens July 2011 - March 2012
Torrey Pines Orthopaedic Medical Group December 2010 - August 2011
SCRIPPS INSTITUTE OF OCEANOGRAPHY September 2008 - April 2009
Independent Capital Management June 2006 - July 2007
LOS ROBLES MEDICAL CENTER January 2001 - October 2003
MONTESSORY SCHOOL November 2002 - February 2003
Education
University of California, San Diego 2008 — 2012
Economics, Psychology
speedpro imaging mission valley February 2012 - Present
Harold Stevens July 2011 - March 2012
Torrey Pines Orthopaedic Medical Group December 2010 - August 2011
SCRIPPS INSTITUTE OF OCEANOGRAPHY September 2008 - April 2009
Independent Capital Management June 2006 - July 2007
LOS ROBLES MEDICAL CENTER January 2001 - October 2003
MONTESSORY SCHOOL November 2002 - February 2003
Education
University of California, San Diego 2008 — 2012
Economics, Psychology
Brandy Middleton's Independent Capital Management Experience May 2008 - September 2012
Job Senior Staff Accountant at Warner Music Group
Industry Financial Services
Experience
Warner Music Group May 2012 - Present
Independent Capital Management May 2008 - September 2012
KPMG LLP August 2006 - May 2008
KPMG LLP January 2006 - March 2006
KPMG LLP June 2005 - August 2005
Early Academic Outreach Program April 2001 - May 2005
KPMG LLP June 2004 - August 2004
Ernst & Young LLP June 2003 - August 2003
Office of Senator Dianne Feinstein March 2003 - May 2003
Ernst & Young LLP June 2002 - August 2002
Skills
Investments, Financial Reporting, Securities, Spreadsheets, Auditing, US GAAP, Financial Analysis, Accounting, GAAP, Strategic Financial..., SEC filings
Education
California State University-Los Angeles 2005 — 2005
Certificate, Accounting
University of California, Irvine 2000 — 2005
B.A, Sociology / Business Management
Warner Music Group May 2012 - Present
Independent Capital Management May 2008 - September 2012
KPMG LLP August 2006 - May 2008
KPMG LLP January 2006 - March 2006
KPMG LLP June 2005 - August 2005
Early Academic Outreach Program April 2001 - May 2005
KPMG LLP June 2004 - August 2004
Ernst & Young LLP June 2003 - August 2003
Office of Senator Dianne Feinstein March 2003 - May 2003
Ernst & Young LLP June 2002 - August 2002
Skills
Investments, Financial Reporting, Securities, Spreadsheets, Auditing, US GAAP, Financial Analysis, Accounting, GAAP, Strategic Financial..., SEC filings
Education
California State University-Los Angeles 2005 — 2005
Certificate, Accounting
University of California, Irvine 2000 — 2005
B.A, Sociology / Business Management
Bob Harrell Bob Harrell's Independent Capital Management Experience October 2002 - August 2006
Job Investment Advisor at MFA Wealth Services
Industry Financial Services
Experience
MFA Wealth Services January 2014 - Present
LPL Financial May 2011 - January 2014
Lifetime planning September 2005 - January 2014
Securities America, Inc. 2004 - 2010
Independent Capital Management October 2002 - August 2006
Skills
Wealth, Retirement, Retirement Planning, Estate Planning, Financial Advisory, Fixed Annuities, Investment Advisory, Wealth Management, Strategic Financial..., Mutual Funds, 401k, Asset Protection, Securities
Education
California State University-Northridge 1998 — 2001
BS, Economics and Business Managment
UC Santa Barbara
Financial Planning certificate, Financial planning
MFA Wealth Services January 2014 - Present
LPL Financial May 2011 - January 2014
Lifetime planning September 2005 - January 2014
Securities America, Inc. 2004 - 2010
Independent Capital Management October 2002 - August 2006
Skills
Wealth, Retirement, Retirement Planning, Estate Planning, Financial Advisory, Fixed Annuities, Investment Advisory, Wealth Management, Strategic Financial..., Mutual Funds, 401k, Asset Protection, Securities
Education
California State University-Northridge 1998 — 2001
BS, Economics and Business Managment
UC Santa Barbara
Financial Planning certificate, Financial planning
Don Adrian Ventura Don Adrian Ventura's Independent Capital Management Experience July 2004 - Present
Job Investment Advisor Representative/Senior District Manager at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management July 2004 - Present
American Express Financial Advisors June 2003 - April 2004
Skills
Life & Health Insurance..., Series 7, Retirement Planning, Financial Advisory, 401k, Fixed Annuities, Mutual Funds, Asset Allocation, IRAs, Health Insurance, Retirement Savings, Wealth, Finance, Wealth Management
Education
The University of Connecticut 1997 — 2002
Bachelor of Arts (BA), Biological and Biomedical Sciences
Independent Capital Management July 2004 - Present
American Express Financial Advisors June 2003 - April 2004
Skills
Life & Health Insurance..., Series 7, Retirement Planning, Financial Advisory, 401k, Fixed Annuities, Mutual Funds, Asset Allocation, IRAs, Health Insurance, Retirement Savings, Wealth, Finance, Wealth Management
Education
The University of Connecticut 1997 — 2002
Bachelor of Arts (BA), Biological and Biomedical Sciences
Sasha Chernenko, Esq.'s Independent Capital Management Experience October 2011 - April 2015
Job Marketing Director with World Financial Group
Industry Financial Services
Experience
World Financial Group (WFG) May 2015 - Present
Independent Capital Management October 2011 - April 2015
Comedy Central August 2007 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation, Editing
Education
Thomas Jefferson School of Law 2003 — 2006
Doctor of Law (JD), Law
University of California, San Diego
Bachelor of Arts (BA), Art History, Criticism and Conservation
World Financial Group (WFG) May 2015 - Present
Independent Capital Management October 2011 - April 2015
Comedy Central August 2007 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation, Editing
Education
Thomas Jefferson School of Law 2003 — 2006
Doctor of Law (JD), Law
University of California, San Diego
Bachelor of Arts (BA), Art History, Criticism and Conservation
Jason Simental Jason Simental's Independent Capital Management Experience October 2006 - April 2008
Job Investment Analyst at MullinTBG
Industry Financial Services
Experience
MullinTBG January 2012 - Present
MullinTBG Advisors 2012 - Present
MullinTBG April 2008 - December 2011
Independent Capital Management October 2006 - April 2008
Skills
Investments, Financial Services, Series 7, Series 63, VBA, Insurance, Financial Modeling, Java, Morningstar Direct, Microsoft Excel, Series 65
Education
University of Arizona 2003 — 2006
Bachelor of Science (BS), Applied Mathematics
MullinTBG January 2012 - Present
MullinTBG Advisors 2012 - Present
MullinTBG April 2008 - December 2011
Independent Capital Management October 2006 - April 2008
Skills
Investments, Financial Services, Series 7, Series 63, VBA, Insurance, Financial Modeling, Java, Morningstar Direct, Microsoft Excel, Series 65
Education
University of Arizona 2003 — 2006
Bachelor of Science (BS), Applied Mathematics
Arthur Yang Arthur Yang's Independent Capital Management Experience December 2012 - August 2013
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Bancwest Investment Services August 2013 - November 2014
Independent Capital Management December 2012 - August 2013
Education
University of California, Irvine 2009 — 2011
Bachelor of Arts (BA), English Language and Literature, General
University of California, Riverside 2007 — 2009
SMHS
Wells Fargo Advisors November 2014 - Present
Bancwest Investment Services August 2013 - November 2014
Independent Capital Management December 2012 - August 2013
Education
University of California, Irvine 2009 — 2011
Bachelor of Arts (BA), English Language and Literature, General
University of California, Riverside 2007 — 2009
SMHS
Jacqueline Kleips Jacqueline Kleips's Independent Capital Management Experience December 2008 - August 2009
Job A New Discovery Gene Based Face and Body Contouring Treatment That's Extraordinary
Industry Health, Wellness and Fitness
Experience
Experience defy ur age April 2012 - Present
Global Business Builders November 2009 - Present
Independent Capital Management December 2008 - August 2009
Visa International August 1997 - October 2007
Skills
Business Development, Entrepreneurship, Strategic Financial..., Marketing Strategy, Strategic Planning, Marketing, E-commerce, New Business Development, Marketing Communications, Project Management, Social Media Marketing, Digital Marketing, Sales, Online Marketing, Sales Management, Social Media, Team Building
Education
Santa Clara University - Leavey School of Business 1991 — 1995
B.S., Marketing, International Business
Sophia University 1993 — 1994
Exchange Program, Japanese
Singapore American School 1988 — 1991
High School, Diploma
Experience defy ur age April 2012 - Present
Global Business Builders November 2009 - Present
Independent Capital Management December 2008 - August 2009
Visa International August 1997 - October 2007
Skills
Business Development, Entrepreneurship, Strategic Financial..., Marketing Strategy, Strategic Planning, Marketing, E-commerce, New Business Development, Marketing Communications, Project Management, Social Media Marketing, Digital Marketing, Sales, Online Marketing, Sales Management, Social Media, Team Building
Education
Santa Clara University - Leavey School of Business 1991 — 1995
B.S., Marketing, International Business
Sophia University 1993 — 1994
Exchange Program, Japanese
Singapore American School 1988 — 1991
High School, Diploma
Blake Green Blake Green's Independent Capital Management Experience May 2012 - April 2013
Job Commercial Energy Advisor at SolarCity
Industry Renewables & Environment
Experience
SolarCity November 2014 - Present
SolarCity October 2013 - November 2014
Tri May 2013 - October 2013
Keystone Insurance January 2013 - October 2013
SagePoint Financial May 2012 - April 2013
Independent Capital Management May 2012 - April 2013
Grainger May 2007 - September 2008
Varian Medical Systems May 2006 - July 2007
US Army July 2001 - November 2003
US Army July 2001 - November 2003
Skills
Health Insurance, Life Insurance, Mutual Funds, 401k Rollovers, Military, SAP, Personal Finance, Military Logistics, Tax Advisory, Renewable Energy, Solar Energy, Energy Efficiency, Integration
Education
College of Southern Nevada 2008 — 2013
Associate's degree, Finance and Financial Management Services, 3.5
College of Southern Nevada 2004 — 2006
Associate's degree, Heating, Ventilation, Air Conditioning and Refrigeration Engineering Technology/Technician, 3.6
Community College High School 2000 — 2001
High School Diploma, General Education
SolarCity November 2014 - Present
SolarCity October 2013 - November 2014
Tri May 2013 - October 2013
Keystone Insurance January 2013 - October 2013
SagePoint Financial May 2012 - April 2013
Independent Capital Management May 2012 - April 2013
Grainger May 2007 - September 2008
Varian Medical Systems May 2006 - July 2007
US Army July 2001 - November 2003
US Army July 2001 - November 2003
Skills
Health Insurance, Life Insurance, Mutual Funds, 401k Rollovers, Military, SAP, Personal Finance, Military Logistics, Tax Advisory, Renewable Energy, Solar Energy, Energy Efficiency, Integration
Education
College of Southern Nevada 2008 — 2013
Associate's degree, Finance and Financial Management Services, 3.5
College of Southern Nevada 2004 — 2006
Associate's degree, Heating, Ventilation, Air Conditioning and Refrigeration Engineering Technology/Technician, 3.6
Community College High School 2000 — 2001
High School Diploma, General Education
April Tardy April Tardy's Independent Capital Management Experience February 2003 - December 2008
Job Financial Sevices Professional
Industry Financial Services
Experience
New York Life Insurance Company December 2008 - Present
ACN March 2008 - April 2013
Independent Capital Management February 2003 - December 2008
Texas Instruments May 1997 - October 2002
Skills
Sales, Account Management, New Business Development, Insurance, Business Development, Strategic Planning, Sales Management, Marketing, Business Planning, Cross-functional Team..., Leadership, Management, Investments, Team Leadership, Marketing Strategy
Education
Texas A&M University 1994 — 1999
BS, Physics
Texas A&M University 1994 — 1999
BBA, Business--Marketing
Arts Magnet 1990 — 1994
Booker T. Washington 1990 — 1994
High School, Theatre
KB Polk
Landmark
New York Life Insurance Company December 2008 - Present
ACN March 2008 - April 2013
Independent Capital Management February 2003 - December 2008
Texas Instruments May 1997 - October 2002
Skills
Sales, Account Management, New Business Development, Insurance, Business Development, Strategic Planning, Sales Management, Marketing, Business Planning, Cross-functional Team..., Leadership, Management, Investments, Team Leadership, Marketing Strategy
Education
Texas A&M University 1994 — 1999
BS, Physics
Texas A&M University 1994 — 1999
BBA, Business--Marketing
Arts Magnet 1990 — 1994
Booker T. Washington 1990 — 1994
High School, Theatre
KB Polk
Landmark
Mae Ceralvo Mae Ceralvo's Independent Capital Management Experience November 2007 - October 2008
Job Corporate Marketing Specialist, Wind River, an Intel Company
Industry Information Technology and Services
Experience
Wind River, an Intel Company October 2013 - Present
Wind River January 2012 - October 2013
Lawrence Berkeley National Laboratory January 2011 - January 2012
MassMutual Financial Group October 2008 - January 2011
Independent Capital Management November 2007 - October 2008
Vera Leigh Marcus, Inc February 2002 - September 2005
One Vo1ce December 1998 - July 2004
Skills
Financial Analysis, Program Management, Insurance, Sales, Human Resources, Management, Leadership, Salesforce.com, Employee Benefits, Marketing, Budgets, Event Planning, Business Planning, Time Management, Risk Management, Finance
Education
UCSD 2005 — 2007
Bachelor of Science, Political Science
Diablo Valley College
Wind River, an Intel Company October 2013 - Present
Wind River January 2012 - October 2013
Lawrence Berkeley National Laboratory January 2011 - January 2012
MassMutual Financial Group October 2008 - January 2011
Independent Capital Management November 2007 - October 2008
Vera Leigh Marcus, Inc February 2002 - September 2005
One Vo1ce December 1998 - July 2004
Skills
Financial Analysis, Program Management, Insurance, Sales, Human Resources, Management, Leadership, Salesforce.com, Employee Benefits, Marketing, Budgets, Event Planning, Business Planning, Time Management, Risk Management, Finance
Education
UCSD 2005 — 2007
Bachelor of Science, Political Science
Diablo Valley College
Carl J. Maravilla's Independent Capital Management Experience August 2005 - Present
Job Financial Services Specialist at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management August 2005 - Present
EPG (Formerly Bob Knight Photography) 2005 - Present
Honeywell Prestone 2002 - 2005
International Rectifier March 1991 - August 2001
TRW 1983 - 1991
Education
Stanford University 1978 — 1982
Bachelor of Science, Chemical Engineering
Independent Capital Management August 2005 - Present
EPG (Formerly Bob Knight Photography) 2005 - Present
Honeywell Prestone 2002 - 2005
International Rectifier March 1991 - August 2001
TRW 1983 - 1991
Education
Stanford University 1978 — 1982
Bachelor of Science, Chemical Engineering
Liberty Dela Cruz Liberty Dela Cruz's Independent Capital Management Experience 2008 - Present
Job Financial Advisor at Independent Capital Management
Industry Financial Services
Experience
SagePoint Financial February 2009 - Present
Independent Capital Management 2008 - Present
Skills
Retirement Planning, Mutual Funds, Series 63, Securities, Strategic Financial..., Estate Planning, Investments, Insurance, Financial Analysis, Disability Insurance, 401k Rollovers, College Savings Plans, IRAs, Retirement, Fixed Annuities, Variable Annuities, Roth IRA, Series 6, Series 7, Wealth Management, 401k, Investment Advisory, Wealth, Investment Strategies, Financial Advisory, Financial Planning
Education
University of California, Riverside 2004 — 2008
Bachelors of Science, Business Administration
Granada Hills Charter High School 2000 — 2004
SagePoint Financial February 2009 - Present
Independent Capital Management 2008 - Present
Skills
Retirement Planning, Mutual Funds, Series 63, Securities, Strategic Financial..., Estate Planning, Investments, Insurance, Financial Analysis, Disability Insurance, 401k Rollovers, College Savings Plans, IRAs, Retirement, Fixed Annuities, Variable Annuities, Roth IRA, Series 6, Series 7, Wealth Management, 401k, Investment Advisory, Wealth, Investment Strategies, Financial Advisory, Financial Planning
Education
University of California, Riverside 2004 — 2008
Bachelors of Science, Business Administration
Granada Hills Charter High School 2000 — 2004
Michael Gallas's Independent Capital Management Experience December 2014 - Present
Job Financial Advisor at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management December 2014 - Present
New Market Wealth Management July 2014 - September 2014
Sol Restaurant October 2013 - May 2014
Habibi's September 2012 - October 2013
ClubCorp June 2013 - August 2013
UPS December 2010 - December 2010
Marc's December 2008 - June 2009
Cleveland Browns August 2005 - August 2005
Skills
Microsoft Word, Microsoft Excel, American History, World History, European History, Government, PowerPoint, Finance, Research, English, Microsoft Office, Social Media
Education
Ohio University 2009 — 2014
Bachelor's degree, History Pre-Law
Ohio University
History Pre-Law
Independent Capital Management December 2014 - Present
New Market Wealth Management July 2014 - September 2014
Sol Restaurant October 2013 - May 2014
Habibi's September 2012 - October 2013
ClubCorp June 2013 - August 2013
UPS December 2010 - December 2010
Marc's December 2008 - June 2009
Cleveland Browns August 2005 - August 2005
Skills
Microsoft Word, Microsoft Excel, American History, World History, European History, Government, PowerPoint, Finance, Research, English, Microsoft Office, Social Media
Education
Ohio University 2009 — 2014
Bachelor's degree, History Pre-Law
Ohio University
History Pre-Law
Gregory Mirsky Gregory Mirsky's Independent Capital Management Experience June 2013 - January 2014
Job Healthcare Recruiter for Maxim Healthcare Services
Industry Staffing and Recruiting
Experience
Maxim Healthcare February 2014 - Present
Independent Capital Management June 2013 - January 2014
Aflac September 2012 - January 2013
Cedars-Sinai Medical Center April 2012 - August 2012
Lakewood Regional Medical Center May 2011 - July 2011
Self-Employed January 2007 - June 2010
UC Davis Medical Center September 2008 - September 2009
UC Davis Department of Membrane Biology January 2008 - May 2009
UC Davis January 2008 - March 2009
Pharmaca Integrative Pharmacy June 2007 - September 2007
Skills
Committed to..., Management, Phlebotomy, Customer Service, Time Management, Analysis, Data Analysis
Education
UC Davis 2006 — 2010
Bachelor of Science, Neurobiology, Physiology, and Behavior
Penn Foster 2008 — 2009
Certification, Certified Pharmacy Technician
Aliso Niguel 2002 — 2006
High School Diploma
Maxim Healthcare February 2014 - Present
Independent Capital Management June 2013 - January 2014
Aflac September 2012 - January 2013
Cedars-Sinai Medical Center April 2012 - August 2012
Lakewood Regional Medical Center May 2011 - July 2011
Self-Employed January 2007 - June 2010
UC Davis Medical Center September 2008 - September 2009
UC Davis Department of Membrane Biology January 2008 - May 2009
UC Davis January 2008 - March 2009
Pharmaca Integrative Pharmacy June 2007 - September 2007
Skills
Committed to..., Management, Phlebotomy, Customer Service, Time Management, Analysis, Data Analysis
Education
UC Davis 2006 — 2010
Bachelor of Science, Neurobiology, Physiology, and Behavior
Penn Foster 2008 — 2009
Certification, Certified Pharmacy Technician
Aliso Niguel 2002 — 2006
High School Diploma
Sheryll Nery Sheryll Nery's Independent Capital Management Experience August 2012 - May 2013
Job Relationship Banker
Industry Banking
Experience
JPMorgan Chase Bank, NA September 2013 - Present
Independent Capital Management August 2012 - May 2013
iDEA: International Development Expansion Association May 2012 - August 2012
Skills
Mortgage Lending, Banking, Investments, Loans, Credit, Finance, Retail Banking, Financial Analysis, Consumer Lending, Credit Analysis
Education
UCLA 2010 — 2012
Bachelor’s Degree, Physics
University of California, Los Angeles 2010 — 2012
Bachelor's degree, Physics
JPMorgan Chase Bank, NA September 2013 - Present
Independent Capital Management August 2012 - May 2013
iDEA: International Development Expansion Association May 2012 - August 2012
Skills
Mortgage Lending, Banking, Investments, Loans, Credit, Finance, Retail Banking, Financial Analysis, Consumer Lending, Credit Analysis
Education
UCLA 2010 — 2012
Bachelor’s Degree, Physics
University of California, Los Angeles 2010 — 2012
Bachelor's degree, Physics
Katie Ewing Katie Ewing's Independent Capital Management Experience June 2013 - November 2013
Job Connecting People to Analytics, Business Intelligence Representative, Business Development at GoodData
Industry Marketing and Advertising
Experience
GoodData May 2015 - Present
CAKE (getCAKE.com) July 2014 - May 2015
CAKE November 2013 - June 2014
Independent Capital Management June 2013 - November 2013
Skills
Leadership, Insurance, Microsoft Excel, Microsoft Office, Salesforce.com, Market Research, Research, Sales, Warm Calling, Reporting & Analysis, Prospect Research, Sales Prospecting, Customer Service, Volunteering, Training, PowerPoint, Meet Deadlines, Goal Oriented, Business Development, Marketing, Marketing Strategy, Social Networking, Online Advertising, Social Media Marketing, Digital Marketing, Email Marketing
Education
University of California, Irvine 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
College Park High School
GoodData May 2015 - Present
CAKE (getCAKE.com) July 2014 - May 2015
CAKE November 2013 - June 2014
Independent Capital Management June 2013 - November 2013
Skills
Leadership, Insurance, Microsoft Excel, Microsoft Office, Salesforce.com, Market Research, Research, Sales, Warm Calling, Reporting & Analysis, Prospect Research, Sales Prospecting, Customer Service, Volunteering, Training, PowerPoint, Meet Deadlines, Goal Oriented, Business Development, Marketing, Marketing Strategy, Social Networking, Online Advertising, Social Media Marketing, Digital Marketing, Email Marketing
Education
University of California, Irvine 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
College Park High School
Ben Nejad Ben Nejad's Independent Capital Management Experience February 2014 - July 2015
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2015 - Present
Independent Capital Management February 2014 - July 2015
Steadlaw CDA April 2011 - February 2014
Pure Gold Capital Corp. January 2006 - April 2011
RBC January 2003 - January 2006
Wells Fargo 2001 - 2003
Skills
Wealth Management, Financial Services, Portfolio Management, Mortgage Lending, Credit, Loans, Investments, Banking, Retirement Planning, Residential Mortgages, Commercial Lending, Mutual Funds, Trusts, IRAs, 401k, Microsoft Office, Customer Service, Financial Planning
Education
McGill University
MBA Courses with specialty in small business
McGill University
Bachelor's degree, Engineering
MassMutual Financial Group August 2015 - Present
Independent Capital Management February 2014 - July 2015
Steadlaw CDA April 2011 - February 2014
Pure Gold Capital Corp. January 2006 - April 2011
RBC January 2003 - January 2006
Wells Fargo 2001 - 2003
Skills
Wealth Management, Financial Services, Portfolio Management, Mortgage Lending, Credit, Loans, Investments, Banking, Retirement Planning, Residential Mortgages, Commercial Lending, Mutual Funds, Trusts, IRAs, 401k, Microsoft Office, Customer Service, Financial Planning
Education
McGill University
MBA Courses with specialty in small business
McGill University
Bachelor's degree, Engineering
Jerome Montecillo Jerome Montecillo's Independent Capital Management Experience June 2013 - September 2013
Job B.A. Economics/Adminstrative Studies
Industry Financial Services
Experience
Ten Ren's Tea Time February 2015 - Present
Independent Capital Management June 2013 - September 2013
Starbucks January 2011 - June 2012
Primitivo Deiparine Designs January 2009 - December 2010
Skills
Microsoft Excel, Microsoft Word, Written & Oral..., Tagalog, Small Group..., Customer Service, Managerial Finance
Education
University of California, Riverside 2012 — 2015
Bachelor of Arts (B.A.), Economics/Administrative Studies
University of California, Riverside 2012 — 2015
Bachelor of Arts (B.A.), Economics and Administrative Studies
Ten Ren's Tea Time February 2015 - Present
Independent Capital Management June 2013 - September 2013
Starbucks January 2011 - June 2012
Primitivo Deiparine Designs January 2009 - December 2010
Skills
Microsoft Excel, Microsoft Word, Written & Oral..., Tagalog, Small Group..., Customer Service, Managerial Finance
Education
University of California, Riverside 2012 — 2015
Bachelor of Arts (B.A.), Economics/Administrative Studies
University of California, Riverside 2012 — 2015
Bachelor of Arts (B.A.), Economics and Administrative Studies
David Kelsen David Kelsen's Independent Capital Management Experience April 2007 - Present
Job Technology Director at Editor & Publisher
Industry Internet
Experience
Editor & Publisher Magazine June 2014 - Present
FLATHEADenterprises.com 2000 - Present
Independent Capital Management April 2007 - Present
Integrity Futures Group September 2004 - November 2011
Pacific Golf and Country Club September 2003 - April 2008
El Camino Country Club March 2002 - August 2003
American Golf Corporation 1997 - 2003
The Jonathan Club June 2000 - August 2001
Skills
Integration, SEO, Social Networking, Event Management, Web Design, Web Development, Web Analytics, Web Content, Dreamweaver, Video Editing, Online Marketing
Education
Orange Coast College 1979 — 1981
Music
Orange Coast College 1979 — 1981
Associate of Arts (A.A.), Music
Editor & Publisher Magazine June 2014 - Present
FLATHEADenterprises.com 2000 - Present
Independent Capital Management April 2007 - Present
Integrity Futures Group September 2004 - November 2011
Pacific Golf and Country Club September 2003 - April 2008
El Camino Country Club March 2002 - August 2003
American Golf Corporation 1997 - 2003
The Jonathan Club June 2000 - August 2001
Skills
Integration, SEO, Social Networking, Event Management, Web Design, Web Development, Web Analytics, Web Content, Dreamweaver, Video Editing, Online Marketing
Education
Orange Coast College 1979 — 1981
Music
Orange Coast College 1979 — 1981
Associate of Arts (A.A.), Music
Melvin Shephard Melvin Shephard's Independent Capital Management Experience March 2015 - Present
Job Financial Advisor at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management March 2015 - Present
Co-Fund Management June 2014 - Present
Educating Young Minds Tutorial September 2012 - June 2014
Educating Young Minds Tutorial September 2012 - June 2014
Urban Network June 2008 - August 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media Marketing, Strategic Planning, Photoshop, Management, Research
Education
California State University-Fullerton 2011 — 2012
Master of Business Administration (M.B.A.)
Tuskegee University 2007 — 2011
Bachelor's Degree, Business Administration and Information Science
Independent Capital Management March 2015 - Present
Co-Fund Management June 2014 - Present
Educating Young Minds Tutorial September 2012 - June 2014
Educating Young Minds Tutorial September 2012 - June 2014
Urban Network June 2008 - August 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media Marketing, Strategic Planning, Photoshop, Management, Research
Education
California State University-Fullerton 2011 — 2012
Master of Business Administration (M.B.A.)
Tuskegee University 2007 — 2011
Bachelor's Degree, Business Administration and Information Science
Kristin Rim's Independent Capital Management Experience October 2012 - March 2013
Job Assistant Project Manager at ICSN, Inc
Industry Logistics and Supply Chain
Experience
ICSN, Inc April 2013 - Present
Independent Capital Management October 2012 - March 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Production Planning, Supply Chain, Logistics, Contract Manufacturing, Customer Service, Microsoft Word, Marketing, Leadership, Public Speaking
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Psychology
ICSN, Inc April 2013 - Present
Independent Capital Management October 2012 - March 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Production Planning, Supply Chain, Logistics, Contract Manufacturing, Customer Service, Microsoft Word, Marketing, Leadership, Public Speaking
Education
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Psychology
Mikael Sanchez Mikael Sanchez's Independent Capital Management Experience March 2015 - July 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2015 - Present
Independent Capital Management March 2015 - July 2015
Peohe's July 2010 - April 2015
Skills
Financial Services, Customer Service, Leadership, Marketing, Time Management, Social Networking, Public Speaking, Event Management, Microsoft Excel, Sales, Hospitality, Restaurants
Education
San Diego Mesa College 2014 — 2016
Bonita Vista 2003 — 2007
Diploma
Northwestern Mutual July 2015 - Present
Independent Capital Management March 2015 - July 2015
Peohe's July 2010 - April 2015
Skills
Financial Services, Customer Service, Leadership, Marketing, Time Management, Social Networking, Public Speaking, Event Management, Microsoft Excel, Sales, Hospitality, Restaurants
Education
San Diego Mesa College 2014 — 2016
Bonita Vista 2003 — 2007
Diploma
Landy Lin's Independent Capital Management Experience August 2009 - December 2009
Job MBA '17. Seeking Leadership Development Program role. Experienced professional in customer and process improvements.
Industry Financial Services
Experience
SEIU United Healthcare Workers West February 2015 - August 2015
LPL Financial May 2013 - September 2014
LPL Financial May 2012 - May 2013
LPL Financial February 2010 - May 2012
Independent Capital Management August 2009 - December 2009
Maxwell H and Muriel Gluck Child Care Center December 2007 - December 2008
Skills
Financial Services, Financial Analysis, Investments, Customer Service, Alternative Investments, Securities, Financial Risk, Process Improvement, Retirement, Series 6, Series 63, Bilingual-Chinese, Dependable Team Player, Multi Tasking, Problem Solving, Driving Results, Childcare, Project Management, Consulting, Operations Management, Management, Analysis, Finance, Microsoft Office
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics
National Taiwan University 2009 — 2009
Michigan State University - The Eli Broad College of Business 2015 — 2017
Master of Business Administration (MBA), Marketing & Supply Chain Management
SEIU United Healthcare Workers West February 2015 - August 2015
LPL Financial May 2013 - September 2014
LPL Financial May 2012 - May 2013
LPL Financial February 2010 - May 2012
Independent Capital Management August 2009 - December 2009
Maxwell H and Muriel Gluck Child Care Center December 2007 - December 2008
Skills
Financial Services, Financial Analysis, Investments, Customer Service, Alternative Investments, Securities, Financial Risk, Process Improvement, Retirement, Series 6, Series 63, Bilingual-Chinese, Dependable Team Player, Multi Tasking, Problem Solving, Driving Results, Childcare, Project Management, Consulting, Operations Management, Management, Analysis, Finance, Microsoft Office
Education
University of California, San Diego 2005 — 2009
Bachelor of Arts (B.A.), Economics
National Taiwan University 2009 — 2009
Michigan State University - The Eli Broad College of Business 2015 — 2017
Master of Business Administration (MBA), Marketing & Supply Chain Management
Morison Woo's Independent Capital Management Experience June 2013 - October 2013
Job Project Coordinator at Diamond Development Group
Industry Financial Services
Experience
IRN Realty May 2014 - Present
Diamond Development Group January 2014 - Present
National Life Group / Life Insurance Company of the Southwest June 2013 - December 2013
Independent Capital Management June 2013 - October 2013
East West Bank January 2012 - June 2013
Stepping Stones China November 2010 - December 2010
Taiwanese American Students Association June 2009 - June 2010
Intercollegiate Taiwanese American Student Association April 2010 - April 2010
International Financial & Insurance Services June 2009 - September 2009
Interviewing Services of America January 2006 - December 2006
Skills
Property Management, Project Management, Real Estate, Leasing, Microsoft Office, Mandarin, QuickBooks, Customer Service, Business, Photoshop, Business Decision-Making, Computers, Cash Management, Stata, PowerPoint, Microsoft Excel, Marketing, Financial Planning, Dreamweaver, Quicken, Microsoft Word, Financial Analysis, Leadership, Finance
Education
University of California, San Diego 2007 — 2011
B.A, Economics & Chinese Studies
University of California, San Diego Extension 2009 — 2011
Financial Analysis Certificate - LAUNCH Program, Financial Analysis
East China Normal University (ECNU) 2010 — 2010
Intensive Chinese Program
Fudan University 2010 — 2010
International Studies
IRN Realty May 2014 - Present
Diamond Development Group January 2014 - Present
National Life Group / Life Insurance Company of the Southwest June 2013 - December 2013
Independent Capital Management June 2013 - October 2013
East West Bank January 2012 - June 2013
Stepping Stones China November 2010 - December 2010
Taiwanese American Students Association June 2009 - June 2010
Intercollegiate Taiwanese American Student Association April 2010 - April 2010
International Financial & Insurance Services June 2009 - September 2009
Interviewing Services of America January 2006 - December 2006
Skills
Property Management, Project Management, Real Estate, Leasing, Microsoft Office, Mandarin, QuickBooks, Customer Service, Business, Photoshop, Business Decision-Making, Computers, Cash Management, Stata, PowerPoint, Microsoft Excel, Marketing, Financial Planning, Dreamweaver, Quicken, Microsoft Word, Financial Analysis, Leadership, Finance
Education
University of California, San Diego 2007 — 2011
B.A, Economics & Chinese Studies
University of California, San Diego Extension 2009 — 2011
Financial Analysis Certificate - LAUNCH Program, Financial Analysis
East China Normal University (ECNU) 2010 — 2010
Intensive Chinese Program
Fudan University 2010 — 2010
International Studies
Tessa Foust's Independent Capital Management Experience September 2009 - May 2011
Job Manager, Employment Experience at Edmunds.com
Industry Human Resources
Experience
Edmunds.com May 2015 - Present
Edmunds.com July 2013 - Present
Edmunds.com May 2011 - July 2013
Independent Capital Management September 2009 - May 2011
Abercrombie & Fitch July 2008 - September 2009
Skills
Human Resources, Onboarding, Leadership, HR Policies, Benefits Administration, ADP Payroll, Employee Relations, Applicant Tracking..., Exit Interviews, New Hire Training, HRIS Database Management, New Hire Orientations, Employee Wellness, Employee Engagement
Education
Kansas State University 2003 — 2008
Bachelor's degree, Human Resource Management
Edmunds.com May 2015 - Present
Edmunds.com July 2013 - Present
Edmunds.com May 2011 - July 2013
Independent Capital Management September 2009 - May 2011
Abercrombie & Fitch July 2008 - September 2009
Skills
Human Resources, Onboarding, Leadership, HR Policies, Benefits Administration, ADP Payroll, Employee Relations, Applicant Tracking..., Exit Interviews, New Hire Training, HRIS Database Management, New Hire Orientations, Employee Wellness, Employee Engagement
Education
Kansas State University 2003 — 2008
Bachelor's degree, Human Resource Management
Eric Faust's Independent Capital Management Experience March 2012 - April 2013
Job National Associate Account Manager BB&T
Industry Financial Services
Experience
BB&T March 2015 - Present
BB&T February 2014 - March 2015
Univers Workplace Benefits October 2013 - February 2014
MassMutual/ Capstone Partners Financial April 2013 - October 2013
Independent Capital Management March 2012 - April 2013
Orange County Beach Lifeguards May 2004 - September 2011
Skills
Retirement Planning, Microsoft Excel, Financial Analysis, Financial Advisory, Customer Service, Employee Benefits, Securities, Insurance, Mutual Funds, Strategic Financial..., Portfolio Management, Financial Modeling, 401k, Marketing, PowerPoint, Leadership, Social Networking, Series 63, Financial Markets, Roth IRA, IRAs, 401k Rollovers, Fixed Annuities, Variable Annuities, Financial Risk..., QuickBooks, ArcGIS, Health Insurance, Life Insurance, Financial Planning, Social Media, Finance, Social Media Marketing, Microsoft Office
Education
Loyola Marymount University 2007 — 2011
Bachelor of Arts, Economics
BB&T March 2015 - Present
BB&T February 2014 - March 2015
Univers Workplace Benefits October 2013 - February 2014
MassMutual/ Capstone Partners Financial April 2013 - October 2013
Independent Capital Management March 2012 - April 2013
Orange County Beach Lifeguards May 2004 - September 2011
Skills
Retirement Planning, Microsoft Excel, Financial Analysis, Financial Advisory, Customer Service, Employee Benefits, Securities, Insurance, Mutual Funds, Strategic Financial..., Portfolio Management, Financial Modeling, 401k, Marketing, PowerPoint, Leadership, Social Networking, Series 63, Financial Markets, Roth IRA, IRAs, 401k Rollovers, Fixed Annuities, Variable Annuities, Financial Risk..., QuickBooks, ArcGIS, Health Insurance, Life Insurance, Financial Planning, Social Media, Finance, Social Media Marketing, Microsoft Office
Education
Loyola Marymount University 2007 — 2011
Bachelor of Arts, Economics
Jeffrey S. Horwitz's Independent Capital Management Experience 2004 - 2006
Job Generating PROFIT by leveraging finance, assets, labor & time
Industry Market Research
Experience
City of Oceanside 2012 - Present
Multimedia Presentation Group August 2014 - June 2015
Arrowood Master HOA June 2010 - August 2014
Sheraton Carlsbad Resort & Spa 2012 - May 2014
Elanex, Inc. 2010 - 2011
Del Prado Homeowners Association 2007 - 2010
Ubiqus Reporting Inc. 2006 - 2010
Orange County Registrar of Voters 2005 - 2010
Five Star Audio Visual Services 2004 - 2006
Independent Capital Management 2004 - 2006
Skills
Editing Theory, Aspects of creativity, Big Picture Thinking, Microsoft Office, New Business Development, Account Management, Contract Negotiation, Problem Solving, Strategic Planning, Event Management, Translation, Production, Business Strategy, Adobe Creative Suite, Big-picture Thinking, Budgets, Public Relations, Sales, PowerPoint, Video Production, Microsoft Excel, Social Media, Editing, Management
Education
San Diego State University-California State University
Bachelor's Degree, College of Arts and Letters Religious Studies
Buena Park High School 1984 — 1988
City of Oceanside 2012 - Present
Multimedia Presentation Group August 2014 - June 2015
Arrowood Master HOA June 2010 - August 2014
Sheraton Carlsbad Resort & Spa 2012 - May 2014
Elanex, Inc. 2010 - 2011
Del Prado Homeowners Association 2007 - 2010
Ubiqus Reporting Inc. 2006 - 2010
Orange County Registrar of Voters 2005 - 2010
Five Star Audio Visual Services 2004 - 2006
Independent Capital Management 2004 - 2006
Skills
Editing Theory, Aspects of creativity, Big Picture Thinking, Microsoft Office, New Business Development, Account Management, Contract Negotiation, Problem Solving, Strategic Planning, Event Management, Translation, Production, Business Strategy, Adobe Creative Suite, Big-picture Thinking, Budgets, Public Relations, Sales, PowerPoint, Video Production, Microsoft Excel, Social Media, Editing, Management
Education
San Diego State University-California State University
Bachelor's Degree, College of Arts and Letters Religious Studies
Buena Park High School 1984 — 1988
Trenton Baker's Independent Capital Management Experience November 1997 - February 1998
Job VP Business Development
Industry Computer Hardware
Experience
DataON Storage September 2012 - Present
Cerebreate May 2011 - Present
Nexenta Systems May 2011 - September 2012
Aberdeen LLC October 1998 - May 2011
Disneyland Resort June 1992 - October 1998
Independent Capital Management November 1997 - February 1998
Skills
Product Marketing, Strategic Partnerships, Lead Generation, Online Marketing, Storage, Product Management, Go-to-market Strategy, Strategy, Marketing Strategy, New Business Development, Demand Generation, Competitive Analysis, Direct Marketing, Partner Management, Email Marketing, Enterprise Software, Business Alliances, Business Development, Account Management, Social Media Marketing, Graphic Design, Strategic Planning, Marketing Communications, Product Launch, Online Advertising, Management, Marketing, Social Media, SEM, B2B, Marketing Management, Digital Marketing, Integrated Marketing, Salesforce.com, Contract Negotiation, Brand Management, Leadership, Multi-channel Marketing, Sales Management, Segmentation, Product Development, Contract Negotiations, Vendor Relations, Strategy Development, Business Strategy, Sales, Market Planning, Entrepreneurship, Start-ups, Trade Shows
Education
California State University-Fullerton 1991 — 1997
BA, Business Administration, Marketing
California State University-Fullerton 1991 — 1997
BA, Sociology
DataON Storage September 2012 - Present
Cerebreate May 2011 - Present
Nexenta Systems May 2011 - September 2012
Aberdeen LLC October 1998 - May 2011
Disneyland Resort June 1992 - October 1998
Independent Capital Management November 1997 - February 1998
Skills
Product Marketing, Strategic Partnerships, Lead Generation, Online Marketing, Storage, Product Management, Go-to-market Strategy, Strategy, Marketing Strategy, New Business Development, Demand Generation, Competitive Analysis, Direct Marketing, Partner Management, Email Marketing, Enterprise Software, Business Alliances, Business Development, Account Management, Social Media Marketing, Graphic Design, Strategic Planning, Marketing Communications, Product Launch, Online Advertising, Management, Marketing, Social Media, SEM, B2B, Marketing Management, Digital Marketing, Integrated Marketing, Salesforce.com, Contract Negotiation, Brand Management, Leadership, Multi-channel Marketing, Sales Management, Segmentation, Product Development, Contract Negotiations, Vendor Relations, Strategy Development, Business Strategy, Sales, Market Planning, Entrepreneurship, Start-ups, Trade Shows
Education
California State University-Fullerton 1991 — 1997
BA, Business Administration, Marketing
California State University-Fullerton 1991 — 1997
BA, Sociology
Bryan Miranda's Independent Capital Management Experience 2008 - May 2010
Job Investment Advisor Representative at Gerber Kawasaki Wealth & Investment Management
Industry Investment Management
Experience
Gerber Kawasaki Wealth & Investment Management May 2010 - Present
Independent Capital Management 2008 - May 2010
Skills
Strategic Financial..., Investments, Series 7, Securities, Financial Risk..., Retirement Planning, Estate Tax Planning, Life Insurance, College Education..., Personal Tax Planning, Small Business..., Executive Benefit...
Education
University of California, Los Angeles 2004 — 2008
BA, International Development and Regional Economics
Gerber Kawasaki Wealth & Investment Management May 2010 - Present
Independent Capital Management 2008 - May 2010
Skills
Strategic Financial..., Investments, Series 7, Securities, Financial Risk..., Retirement Planning, Estate Tax Planning, Life Insurance, College Education..., Personal Tax Planning, Small Business..., Executive Benefit...
Education
University of California, Los Angeles 2004 — 2008
BA, International Development and Regional Economics
Dimitris Grigoriou's Independent Capital Management Experience October 2013 - November 2014
Job Jr. Financial Analyst at Harvey & Company LLC
Industry Financial Services
Experience
Harvey & Company LLC February 2015 - Present
Independent Capital Management October 2013 - November 2014
Pepperdine University August 2009 - April 2013
ACE Global Contact Centers INC. June 2012 - August 2012
Incolbestos S.A. June 2011 - August 2011
U-Haul International, Inc. May 2010 - August 2010
Global Technology Systems, Inc October 2007 - April 2009
Skills
Strategy, Policy, Microsoft Excel, PowerPoint, Data Analysis, Research, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Economics
Education
Pepperdine University 2009 — 2013
Bachelor of Science (BS), Finance, General
Harvey & Company LLC February 2015 - Present
Independent Capital Management October 2013 - November 2014
Pepperdine University August 2009 - April 2013
ACE Global Contact Centers INC. June 2012 - August 2012
Incolbestos S.A. June 2011 - August 2011
U-Haul International, Inc. May 2010 - August 2010
Global Technology Systems, Inc October 2007 - April 2009
Skills
Strategy, Policy, Microsoft Excel, PowerPoint, Data Analysis, Research, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Economics
Education
Pepperdine University 2009 — 2013
Bachelor of Science (BS), Finance, General
Paul Sexton Jr. Paul Sexton Jr.'s Independent Capital Management Experience June 2008 - July 2009
Job Marketing and Operations Manager
Industry Mechanical or Industrial Engineering
Experience
Imperial Inc July 2009 - Present
Independent Capital Management June 2008 - July 2009
C.W.P January 2006 - August 2006
Skills
Contract Negotiation, Strategic Planning, Operations Management, Project Management, Budgets, New Business Development, Team Building, Web Development, Web Analytics, Sales, Marketing Strategy, Microsoft Excel, Entrepreneurship, SAP, QuickBooks, Lead Generation, Joomla, Marketing, Leadership, Business Planning, Training, Sales Operations, Sales Management
Education
California State University-Chico 2004 — 2008
Bachelor of Science, Business Administration; Small Business Management and Entrepreneurship
University of California, Los Angeles
Investment analysis and valuation coursework
Imperial Inc July 2009 - Present
Independent Capital Management June 2008 - July 2009
C.W.P January 2006 - August 2006
Skills
Contract Negotiation, Strategic Planning, Operations Management, Project Management, Budgets, New Business Development, Team Building, Web Development, Web Analytics, Sales, Marketing Strategy, Microsoft Excel, Entrepreneurship, SAP, QuickBooks, Lead Generation, Joomla, Marketing, Leadership, Business Planning, Training, Sales Operations, Sales Management
Education
California State University-Chico 2004 — 2008
Bachelor of Science, Business Administration; Small Business Management and Entrepreneurship
University of California, Los Angeles
Investment analysis and valuation coursework
Emily Repsher Emily Repsher's Independent Capital Management Experience March 2013 - May 2014
Job Staff Accountant at White, Zuckerman, Warsavsky, Luna & Hunt
Industry Accounting
Experience
White, Zuckerman, Warsavsky, Luna & Hunt May 2014 - Present
Independent Capital Management March 2013 - May 2014
Breakthrough Collaborative June 2011 - August 2011
Breakthrough Collaborative June 2010 - August 2010
Breakthrough Collaborative June 2008 - August 2008
Skills
Forensic Accounting, Accounting, Financial Accounting, Family Law, Independent Financial..., Financial Analysis, Retirement Planning, Teaching, Wealth Management, Financial Planning, Investments, Equities, Nonprofits
Education
Occidental College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Occidental College 2009 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature
White, Zuckerman, Warsavsky, Luna & Hunt May 2014 - Present
Independent Capital Management March 2013 - May 2014
Breakthrough Collaborative June 2011 - August 2011
Breakthrough Collaborative June 2010 - August 2010
Breakthrough Collaborative June 2008 - August 2008
Skills
Forensic Accounting, Accounting, Financial Accounting, Family Law, Independent Financial..., Financial Analysis, Retirement Planning, Teaching, Wealth Management, Financial Planning, Investments, Equities, Nonprofits
Education
Occidental College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Occidental College 2009 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature
Juan Verdin Juan Verdin's Independent Capital Management Experience June 2009 - February 2014
Job Wealth Management & Retirement
Industry Financial Services
Experience
Wilson Financial Advisors February 2014 - Present
Independent Capital Management June 2009 - February 2014
Wilson Financial Services January 2006 - May 2009
Skills
Fixed Annuities, Series 7, Retirement Planning, Estate Planning, Long-term Care, Securities, Wealth Management, Insurance, Strategic Financial..., Microsoft Office, Strategic Planning, New Business Development, Project Management, Series 6, Customer Service, Financial Modeling, Series 63, Investments, Mutual Funds, Financial Planning
Education
The Ohio State University 2006 — 2009
BS, Family Resource Management
California State University-Fullerton 2004 — 2006
GE
Wilson Financial Advisors February 2014 - Present
Independent Capital Management June 2009 - February 2014
Wilson Financial Services January 2006 - May 2009
Skills
Fixed Annuities, Series 7, Retirement Planning, Estate Planning, Long-term Care, Securities, Wealth Management, Insurance, Strategic Financial..., Microsoft Office, Strategic Planning, New Business Development, Project Management, Series 6, Customer Service, Financial Modeling, Series 63, Investments, Mutual Funds, Financial Planning
Education
The Ohio State University 2006 — 2009
BS, Family Resource Management
California State University-Fullerton 2004 — 2006
GE
Robert T. Eisenmenger Robert T. Eisenmenger's Independent Capital Management Experience November 2000 - January 2002
Job Territory Sales Manager for General Motors, AOC
Industry Business Supplies and Equipment
Experience
General Motors, AOC July 2012 - Present
Shaklee Corporation June 2010 - Present
CIF Wind September 2008 - August 2009
Office Depot February 2007 - November 2007
Northwestern Mutual Financial Network June 2004 - October 2006
Gap Inc August 2002 - June 2004
Independent Capital Management November 2000 - January 2002
Skills
Training, Business Development, Sales Management, Sales, Leadership, Strategic Planning, Management, Recruiting, Account Management, B2B, Marketing, Cold Calling, Sales Operations, Customer Service, Selling
Education
Roosevelt University 2004 — 2006
Bachelor of Arts, Business Administration
Harper College
Associates Degree, Business Administration
General Motors, AOC July 2012 - Present
Shaklee Corporation June 2010 - Present
CIF Wind September 2008 - August 2009
Office Depot February 2007 - November 2007
Northwestern Mutual Financial Network June 2004 - October 2006
Gap Inc August 2002 - June 2004
Independent Capital Management November 2000 - January 2002
Skills
Training, Business Development, Sales Management, Sales, Leadership, Strategic Planning, Management, Recruiting, Account Management, B2B, Marketing, Cold Calling, Sales Operations, Customer Service, Selling
Education
Roosevelt University 2004 — 2006
Bachelor of Arts, Business Administration
Harper College
Associates Degree, Business Administration
Thong Phan Thong Phan's Independent Capital Management Experience February 2008 - June 2008
Job PPC Account Manager at Wpromote
Industry Marketing and Advertising
Experience
Wpromote April 2015 - Present
Centerfield Media July 2012 - March 2015
Kurtzman Carson Consultants LLC January 2009 - July 2010
R+D Kitchen - Hillstone Restaurant Group October 2008 - December 2008
Independent Capital Management February 2008 - June 2008
Enterprise Rent-A-Car June 2007 - February 2008
UCLA Audio Visual Services September 2005 - June 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, Financial Modeling, PowerPoint, Marketing, Microsoft Word, Management, Sales, Finance, Data Analysis, Public Speaking, Financial Analysis, Insurance, Editing, Training, Project Management
Education
University of California, Los Angeles 2002 — 2007
B.A, Economics
Wpromote April 2015 - Present
Centerfield Media July 2012 - March 2015
Kurtzman Carson Consultants LLC January 2009 - July 2010
R+D Kitchen - Hillstone Restaurant Group October 2008 - December 2008
Independent Capital Management February 2008 - June 2008
Enterprise Rent-A-Car June 2007 - February 2008
UCLA Audio Visual Services September 2005 - June 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, Financial Modeling, PowerPoint, Marketing, Microsoft Word, Management, Sales, Finance, Data Analysis, Public Speaking, Financial Analysis, Insurance, Editing, Training, Project Management
Education
University of California, Los Angeles 2002 — 2007
B.A, Economics
Graeme Bourne Graeme Bourne's Independent Capital Management Experience November 2010 - September 2011
Job Credit Specialist at Lending Club
Industry Investment Management
Experience
Lending Club May 2015 - Present
Liftopia, Inc. February 2015 - June 2015
Main Street Hub 2014 - 2015
MRC Smart Technology Solutions, A Xerox Company July 2013 - June 2014
Fund for the Public Interest November 2012 - January 2013
The Prague underground 2012 - 2013
Independent Capital Management November 2010 - September 2011
EPIC MANAGEMENT June 2009 - August 2009
Epic Management June 2008 - August 2008
EPIC Management, LP June 2007 - August 2007
Skills
Microsoft Excel, Insurance, Customer Service, PowerPoint, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Securities, Investment Advisory, Strategic Financial..., Estate Planning, Investments, 401k, Financial Planners, 401k Rollovers, Financial Analysis, Microsoft Word, Account Management, Sales, Small Business, Direct Sales, Leadership, Salesforce.com, Cold Calling, Management, Marketing
Education
University of Massachusetts - Dartmouth, Charlton College of Business 2006 — 2010
Bachelor of Science, Finance, Minor in Economics
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science (B.Sc.), Finance
Lending Club May 2015 - Present
Liftopia, Inc. February 2015 - June 2015
Main Street Hub 2014 - 2015
MRC Smart Technology Solutions, A Xerox Company July 2013 - June 2014
Fund for the Public Interest November 2012 - January 2013
The Prague underground 2012 - 2013
Independent Capital Management November 2010 - September 2011
EPIC MANAGEMENT June 2009 - August 2009
Epic Management June 2008 - August 2008
EPIC Management, LP June 2007 - August 2007
Skills
Microsoft Excel, Insurance, Customer Service, PowerPoint, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Securities, Investment Advisory, Strategic Financial..., Estate Planning, Investments, 401k, Financial Planners, 401k Rollovers, Financial Analysis, Microsoft Word, Account Management, Sales, Small Business, Direct Sales, Leadership, Salesforce.com, Cold Calling, Management, Marketing
Education
University of Massachusetts - Dartmouth, Charlton College of Business 2006 — 2010
Bachelor of Science, Finance, Minor in Economics
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science (B.Sc.), Finance
Sang Yoo Sang Yoo's Independent Capital Management Experience July 2008 - March 2009
Job Business Development at Matthews Asia
Industry Financial Services
Experience
Matthews Asia January 2015 - Present
Matthews Asia January 2014 - January 2015
Matthews Asia July 2011 - December 2013
American Fidelity Educational Services April 2009 - July 2011
Independent Capital Management July 2008 - March 2009
Morgan Stanley Investment Management May 2007 - August 2007
OMD International May 2006 - July 2006
Skills
Financial Modeling, Salesforce.com, Competitive Analysis, Business Development, Microsoft Excel
Education
Pepperdine University 2004 — 2008
B.S., International Business
Matthews Asia January 2015 - Present
Matthews Asia January 2014 - January 2015
Matthews Asia July 2011 - December 2013
American Fidelity Educational Services April 2009 - July 2011
Independent Capital Management July 2008 - March 2009
Morgan Stanley Investment Management May 2007 - August 2007
OMD International May 2006 - July 2006
Skills
Financial Modeling, Salesforce.com, Competitive Analysis, Business Development, Microsoft Excel
Education
Pepperdine University 2004 — 2008
B.S., International Business
Jonathan Osato Jonathan Osato's Independent Capital Management Experience December 2007 - June 2008
Job Manager at The Walt Disney Studios
Industry Entertainment
Experience
The Walt Disney Studios September 2014 - Present
The Walt Disney Studios May 2012 - August 2014
The Walt Disney Company June 2011 - May 2012
Irvine Chamber of Commerce September 2010 - April 2011
FOX Sports June 2010 - September 2010
Healthcare Services Group June 2008 - July 2009
Independent Capital Management December 2007 - June 2008
Skills
Access, AOP, Budgeting, Budget Allocation, Budget Analysis, Cognos, Corporate Finance, Cost Allocation, Cost Analysis, Excel, Expense Budgeting, Financial Analysis, Financial Modeling, Financial Reporting, Forecast Modeling, JMP, Management Presentations, Media & Entertainment, Microsoft Office, Outlook, PowerPoint, Process Improvement, SAP, SharePoint, Sports, Spreadsheets, Spreadsheet Design, Variance Analysis, Word, Microsoft Excel, Microsoft Word, Forecasting, Budgets
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Finance, Strategy
University of California, Los Angeles
Bachelor of Science (BS), Microbiology, Accounting
The Walt Disney Studios September 2014 - Present
The Walt Disney Studios May 2012 - August 2014
The Walt Disney Company June 2011 - May 2012
Irvine Chamber of Commerce September 2010 - April 2011
FOX Sports June 2010 - September 2010
Healthcare Services Group June 2008 - July 2009
Independent Capital Management December 2007 - June 2008
Skills
Access, AOP, Budgeting, Budget Allocation, Budget Analysis, Cognos, Corporate Finance, Cost Allocation, Cost Analysis, Excel, Expense Budgeting, Financial Analysis, Financial Modeling, Financial Reporting, Forecast Modeling, JMP, Management Presentations, Media & Entertainment, Microsoft Office, Outlook, PowerPoint, Process Improvement, SAP, SharePoint, Sports, Spreadsheets, Spreadsheet Design, Variance Analysis, Word, Microsoft Excel, Microsoft Word, Forecasting, Budgets
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Finance, Strategy
University of California, Los Angeles
Bachelor of Science (BS), Microbiology, Accounting
Jeff Milber's Independent Capital Management Experience November 2006 - March 2008
Job Agency Owner at Farmers Insurance Group of Companies
Industry Insurance
Experience
Farmers Insurance- Jeff Milber Agency May 2014 - Present
State Farm Insurance January 2009 - May 2014
World Group Securities June 2008 - March 2009
Independent Capital Management November 2006 - March 2008
Ameriprise Financial Services, Inc. January 2006 - October 2006
Humphry's By the bay May 2002 - December 2002
Skills
Insurance, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Health Insurance, Fixed Annuities, Commercial Insurance, Term Life Insurance, Banking, Management, Retirement, IRAs, 401k, Liability, Finance, Whole Life, Universal Life, Property & Casualty..., Long Term Care Insurance, Umbrella Insurance, Marketing, Mutual Funds, Investments, Workers Compensation, Employee Benefits, General Insurance, Series 6, Strategic Financial..., Sales, Customer Service, Marketing Strategy, Small Business, Sales Management, Team Building, Financial Planning
Education
San Diego State University-California State University 2000 — 2005
Economics, Business
Woodside 1996 — 2000
Clarendon
Farmers Insurance- Jeff Milber Agency May 2014 - Present
State Farm Insurance January 2009 - May 2014
World Group Securities June 2008 - March 2009
Independent Capital Management November 2006 - March 2008
Ameriprise Financial Services, Inc. January 2006 - October 2006
Humphry's By the bay May 2002 - December 2002
Skills
Insurance, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Health Insurance, Fixed Annuities, Commercial Insurance, Term Life Insurance, Banking, Management, Retirement, IRAs, 401k, Liability, Finance, Whole Life, Universal Life, Property & Casualty..., Long Term Care Insurance, Umbrella Insurance, Marketing, Mutual Funds, Investments, Workers Compensation, Employee Benefits, General Insurance, Series 6, Strategic Financial..., Sales, Customer Service, Marketing Strategy, Small Business, Sales Management, Team Building, Financial Planning
Education
San Diego State University-California State University 2000 — 2005
Economics, Business
Woodside 1996 — 2000
Clarendon
Jackson Reeder Jackson Reeder's Independent Capital Management Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Independent Capital Management June 2015 - Present
Beverly Hills Chamber of Commerce September 2014 - January 2015
California State Board of Equalization June 2014 - September 2014
Bruin Media June 2013 - September 2013
Dean Serwin April 2013 - September 2013
Mammoth Mountain Ski Area December 2012 - April 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Report Writing, Political Science, Customer Service, Politics, Microsoft PowerPoint, Research, Community Outreach
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Political Science and Government
Claremont High School 2007 — 2011
Diploma, College Preparatory
Independent Capital Management June 2015 - Present
Beverly Hills Chamber of Commerce September 2014 - January 2015
California State Board of Equalization June 2014 - September 2014
Bruin Media June 2013 - September 2013
Dean Serwin April 2013 - September 2013
Mammoth Mountain Ski Area December 2012 - April 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Report Writing, Political Science, Customer Service, Politics, Microsoft PowerPoint, Research, Community Outreach
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Political Science and Government
Claremont High School 2007 — 2011
Diploma, College Preparatory
Joseph O'Brien, MBA's Independent Capital Management Experience November 2009 - January 2010
Job Highly adaptable professional with an ability to overcome challenges.
Industry Banking
Experience
Bank of America August 2010 - March 2014
Independent Capital Management November 2009 - January 2010
Talend December 2008 - April 2009
Arrow Enterprise Computing Solutions October 2000 - August 2007
Skills
Product Management, Process Improvement, Software Project..., Solution Selling, Financial Services, Employee Training, Salesforce.com, Sales, Enterprise Software, Business Strategy, Pricing
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
MBA, Finance and Information Systems
University of Hawaii at Hilo 1992 — 1997
Bachelors of Business Administration, Business Administration
Bank of America August 2010 - March 2014
Independent Capital Management November 2009 - January 2010
Talend December 2008 - April 2009
Arrow Enterprise Computing Solutions October 2000 - August 2007
Skills
Product Management, Process Improvement, Software Project..., Solution Selling, Financial Services, Employee Training, Salesforce.com, Sales, Enterprise Software, Business Strategy, Pricing
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
MBA, Finance and Information Systems
University of Hawaii at Hilo 1992 — 1997
Bachelors of Business Administration, Business Administration
Austin Peterson, MBA's Independent Capital Management Experience May 2000 - May 2001
Job Financial Services Sales Executive/ Financial Advisor with 15 years of industry experience
Industry Financial Services
Experience
Lincoln Financial Advisors February 2015 - Present
Symetra April 2013 - February 2015
Crump Life Insurance Services December 2011 - April 2013
Crump Insurance June 2008 - December 2011
Oak Tree Management Group September 2002 - June 2008
Pacific Life June 2001 - September 2002
Independent Capital Management May 2000 - May 2001
Skills
Annuities, Long Term Care, Disability Insurance, Retirement Planning, Insurance, Financial Planning, Estate Planning, Investments, Mutual Funds, Retirement, Asset Management, Securities, 401k, Customer Relations, Asset Allocation, Wealth Management, Account Management, Sales Management, Customer Service, Public Speaking, Team Building, Excel, Business Planning, New Business Development, Problem Solving, Series 6, Fixed Annuities, Long-term Care, Life Insurance, Microsoft Excel, Sales, Series 63, Strategic Financial..., Wealth, Financial Services, Term Life Insurance, Leadership, Management
Education
Brigham Young University--Marriott School of Management 2006 — 2008
MBA
California State University-Fullerton 2002 — 2004
BA
Irvine Valley College 2000 — 2002
Associate of Arts
Provo High School 1991 — 1994
Diploma
Lincoln Financial Advisors February 2015 - Present
Symetra April 2013 - February 2015
Crump Life Insurance Services December 2011 - April 2013
Crump Insurance June 2008 - December 2011
Oak Tree Management Group September 2002 - June 2008
Pacific Life June 2001 - September 2002
Independent Capital Management May 2000 - May 2001
Skills
Annuities, Long Term Care, Disability Insurance, Retirement Planning, Insurance, Financial Planning, Estate Planning, Investments, Mutual Funds, Retirement, Asset Management, Securities, 401k, Customer Relations, Asset Allocation, Wealth Management, Account Management, Sales Management, Customer Service, Public Speaking, Team Building, Excel, Business Planning, New Business Development, Problem Solving, Series 6, Fixed Annuities, Long-term Care, Life Insurance, Microsoft Excel, Sales, Series 63, Strategic Financial..., Wealth, Financial Services, Term Life Insurance, Leadership, Management
Education
Brigham Young University--Marriott School of Management 2006 — 2008
MBA
California State University-Fullerton 2002 — 2004
BA
Irvine Valley College 2000 — 2002
Associate of Arts
Provo High School 1991 — 1994
Diploma
Harry Allen's Independent Capital Management Experience June 2013 - August 2015
Job Financial Consultant at Independent Capital Management
Industry Financial Services
Experience
AIG Financial Network July 2015 - Present
Independent Capital Management June 2013 - August 2015
Independent Capital Management August 2001 - June 2013
DRS Technologies 1995 - 2000
Lockheed Aircraft Service Company 1984 - 1994
Skills
Retirement Planning, Business Planning, Strategic Planning, Leadership Development, Long-term Care, Retirement, Investments, Financial Advisory, 401k Rollovers, Strategic Financial..., 401k, Estate Planning, Securities, Series 7, Series 24, Duplicate Bridge, Series 6, Series 63, Fixed Annuities, Small Business, Sales, Mutual Funds, IRAs, Life Insurance, Wealth Management, Investment Advisory
Education
Southern Methodist University - Cox School of Business 1972 — 1973
MBA, Business Administration and Management, General
United States Air Force Academy 1959 — 1963
BS, Public Policy
AIG Financial Network July 2015 - Present
Independent Capital Management June 2013 - August 2015
Independent Capital Management August 2001 - June 2013
DRS Technologies 1995 - 2000
Lockheed Aircraft Service Company 1984 - 1994
Skills
Retirement Planning, Business Planning, Strategic Planning, Leadership Development, Long-term Care, Retirement, Investments, Financial Advisory, 401k Rollovers, Strategic Financial..., 401k, Estate Planning, Securities, Series 7, Series 24, Duplicate Bridge, Series 6, Series 63, Fixed Annuities, Small Business, Sales, Mutual Funds, IRAs, Life Insurance, Wealth Management, Investment Advisory
Education
Southern Methodist University - Cox School of Business 1972 — 1973
MBA, Business Administration and Management, General
United States Air Force Academy 1959 — 1963
BS, Public Policy
Annette Goldman's Independent Capital Management Experience March 1999 - July 2001
Job Real Estate Broker at goAdvanta Realty Group
Industry Financial Services
Experience
goAdvanta Realty Group January 2013 - Present
Sierra Wealth Group, LLC November 2009 - Present
Swim Baby Swim, Inc. August 2004 - Present
LifePlanningAdvisors, LLC August 2001 - Present
Independent Capital Management March 1999 - July 2001
Independent Capital Management April 1997 - February 1999
Skills
Strategic Planning, Start-ups, Real Estate, Investments, Entrepreneurship, Financial Analysis
Education
University of San Diego School of Law 1991 — 1994
JD, Law
University of California, San Diego 1987 — 1991
BA, Urban Planning
goAdvanta Realty Group January 2013 - Present
Sierra Wealth Group, LLC November 2009 - Present
Swim Baby Swim, Inc. August 2004 - Present
LifePlanningAdvisors, LLC August 2001 - Present
Independent Capital Management March 1999 - July 2001
Independent Capital Management April 1997 - February 1999
Skills
Strategic Planning, Start-ups, Real Estate, Investments, Entrepreneurship, Financial Analysis
Education
University of San Diego School of Law 1991 — 1994
JD, Law
University of California, San Diego 1987 — 1991
BA, Urban Planning
Andy Kim's Independent Capital Management Experience September 2001 - April 2002
Job Underwriter at LISI
Industry Insurance
Experience
LISI October 2014 - Present
SeeChange Health September 2012 - September 2014
Warner Pacific Insurance Services July 2004 - September 2012
PacifiCare Health Systems July 2002 - July 2004
Independent Capital Management September 2001 - April 2002
HealthNet Insurance January 2001 - August 2001
HeathNet Insurance July 2000 - December 2000
HealthNet Insurance January 1998 - June 2000
Skills
Underwriting, Brokers, Health Insurance, Life Insurance, Liability, General Insurance, Commercial Insurance, Legal Liability, Professional Liability, Commercial Lines, Group Insurance, Property & Casualty..., Umbrella Insurance, Casualty, Long-term Care, Claim, COBRA, D&O, Critical Illness, Inland Marine, Employment Practices..., Long Term Care Insurance, Fixed Annuities, Homeowners, Retirement, Universal Life, PPO, Salesforce, Group Medical, Health Care Reform, Licensed Life & Health..., Salesforce.com, Casualty Insurance
Education
University of California, Los Angeles 1985 — 1991
BA, Psychology
LISI October 2014 - Present
SeeChange Health September 2012 - September 2014
Warner Pacific Insurance Services July 2004 - September 2012
PacifiCare Health Systems July 2002 - July 2004
Independent Capital Management September 2001 - April 2002
HealthNet Insurance January 2001 - August 2001
HeathNet Insurance July 2000 - December 2000
HealthNet Insurance January 1998 - June 2000
Skills
Underwriting, Brokers, Health Insurance, Life Insurance, Liability, General Insurance, Commercial Insurance, Legal Liability, Professional Liability, Commercial Lines, Group Insurance, Property & Casualty..., Umbrella Insurance, Casualty, Long-term Care, Claim, COBRA, D&O, Critical Illness, Inland Marine, Employment Practices..., Long Term Care Insurance, Fixed Annuities, Homeowners, Retirement, Universal Life, PPO, Salesforce, Group Medical, Health Care Reform, Licensed Life & Health..., Salesforce.com, Casualty Insurance
Education
University of California, Los Angeles 1985 — 1991
BA, Psychology
Josh Awuma's Independent Capital Management Experience August 2015 - Present
Job Financial Advisor at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management August 2015 - Present
VConn Wireless August 2006 - July 2015
Bullet Distribution August 2000 - July 2005
Skills
New Business Development, Account Management, Sales, Sales Management
Education
California Polytechnic State University-San Luis Obispo
Independent Capital Management August 2015 - Present
VConn Wireless August 2006 - July 2015
Bullet Distribution August 2000 - July 2005
Skills
New Business Development, Account Management, Sales, Sales Management
Education
California Polytechnic State University-San Luis Obispo
JohnPaul Arabome's Independent Capital Management Experience 2005 - 2006
Job Operations Consultant at BAISI
Industry Insurance
Experience
BAISI April 2009 - Present
Countrywide Financial Corp. 2007 - Present
Countrywide Insurance Group August 2007 - April 2009
Independent Capital Management 2005 - 2006
Education
California Lutheran University 2006 — 2009
Masters, Business Administration
Saint John's University 2001 — 2005
B.A, Economics
BAISI April 2009 - Present
Countrywide Financial Corp. 2007 - Present
Countrywide Insurance Group August 2007 - April 2009
Independent Capital Management 2005 - 2006
Education
California Lutheran University 2006 — 2009
Masters, Business Administration
Saint John's University 2001 — 2005
B.A, Economics
Michael Ferrera's Independent Capital Management Experience March 1999 - Present
Job Branch Manager, Ontario CA at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management March 1999 - Present
Independent Capital Management July 1994 - Present
Education
Pasadena City College 1992 — 1994
AA, Business Management
Independent Capital Management March 1999 - Present
Independent Capital Management July 1994 - Present
Education
Pasadena City College 1992 — 1994
AA, Business Management
Bernetta Johnson's Independent Capital Management Experience March 2008 - June 2010
Job Vice President/ Retail Pipeline Manager
Industry Financial Services
Experience
Fidelity Bank July 2014 - Present
Platinum Mortgage May 2013 - Present
RR Donnelley January 2011 - April 2013
Independent Capital Management March 2008 - June 2010
Empire Funding Group January 2007 - March 2008
Equity Nation August 2006 - December 2006
Wells Fargo Home Mortgage June 2005 - August 2006
Hill Crest Funding December 2004 - February 2005
Wells Fargo Home Mortgage June 2004 - December 2004
Countrywide Financial Services August 2002 - June 2004
Skills
Credit, Loans, Finance, Underwriting, Real Estate, Customer Service, Team Building, Credit Analysis, Microsoft Excel, Retirement Planning, Residential Mortgages, Loan Servicing, Loan Origination, Refinance, Investments, Loss Mitigation
Education
Mt. San Antonio College 2008 — 2010
Business Administration & Accounting
California State University-Fullerton 2001 — 2002
Certificate of Mortgage Lending, Mortgage Lending
The Mortgage University
Mortgage Underwriting and Processing
Chaffey College
Fidelity Bank July 2014 - Present
Platinum Mortgage May 2013 - Present
RR Donnelley January 2011 - April 2013
Independent Capital Management March 2008 - June 2010
Empire Funding Group January 2007 - March 2008
Equity Nation August 2006 - December 2006
Wells Fargo Home Mortgage June 2005 - August 2006
Hill Crest Funding December 2004 - February 2005
Wells Fargo Home Mortgage June 2004 - December 2004
Countrywide Financial Services August 2002 - June 2004
Skills
Credit, Loans, Finance, Underwriting, Real Estate, Customer Service, Team Building, Credit Analysis, Microsoft Excel, Retirement Planning, Residential Mortgages, Loan Servicing, Loan Origination, Refinance, Investments, Loss Mitigation
Education
Mt. San Antonio College 2008 — 2010
Business Administration & Accounting
California State University-Fullerton 2001 — 2002
Certificate of Mortgage Lending, Mortgage Lending
The Mortgage University
Mortgage Underwriting and Processing
Chaffey College
Fina L Sneed's Independent Capital Management Experience September 2007 - December 2007
Job Branch Operations Manager at Tryon & Company
Industry Financial Services
Experience
Tryon & Company April 2012 - September 2014
LPL Financial September 2009 - March 2012
Linda A. Barlow, CFP January 2008 - May 2009
Independent Capital Management September 2007 - December 2007
Superior Press May 2000 - December 2002
Z. Joseph Wanski, M.D., and Associates Medical Group April 1996 - December 1999
Education
University of California, Irvine 2005 — 2007
B.A., Anthropology
Saddleback College 2002 — 2006
Other, Anthropology
Tryon & Company April 2012 - September 2014
LPL Financial September 2009 - March 2012
Linda A. Barlow, CFP January 2008 - May 2009
Independent Capital Management September 2007 - December 2007
Superior Press May 2000 - December 2002
Z. Joseph Wanski, M.D., and Associates Medical Group April 1996 - December 1999
Education
University of California, Irvine 2005 — 2007
B.A., Anthropology
Saddleback College 2002 — 2006
Other, Anthropology
Cody Jensen's Independent Capital Management Experience Recreational Mechanical TechnicianUCLAJune 2007 - July 2008
Job Financial Services Specialist at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management Recreational Mechanical TechnicianUCLAJune 2007 - July 2008
Education
University of California, Los Angeles 2004 — 2008
BA, Psychology, German
Independent Capital Management Recreational Mechanical TechnicianUCLAJune 2007 - July 2008
Education
University of California, Los Angeles 2004 — 2008
BA, Psychology, German
Bryan Sonderby's Independent Capital Management Experience January 2013 - June 2014
Job Managing Partner at ICM Private Client Group, Inc.
Industry Financial Services
Experience
ICM Private Client Group, Inc. July 2014 - Present
Independent Capital Management January 2013 - June 2014
Scarlet Harbor, Inc. April 2011 - December 2013
Back Bay Group, LLC September 2010 - April 2011
Fairway Capital Advisors July 2007 - August 2010
ING May 2003 - June 2007
Skills
Wealth Management, Estate Planning, Term Life Insurance, Fixed Annuities, Financial Advisory, Risk Management, Insurance, Retirement Planning, College Education..., Investment Advisory, Annuities, Long Term Care, New Business Development, Social Networking, Technology Development, Disability Insurance, Business Planning, Succession Planning, Operational Planning, Financial Markets, Alternative Investments, Business Strategy, Brokerage, Series 65, Life Insurance, Mergers & Acquisitions, Finance, Financial Services, Wealth, Long-term Care, Investments
Education
St. John's University 2001 — 2004
B.A. Business Management
The American College
In Process
ICM Private Client Group, Inc. July 2014 - Present
Independent Capital Management January 2013 - June 2014
Scarlet Harbor, Inc. April 2011 - December 2013
Back Bay Group, LLC September 2010 - April 2011
Fairway Capital Advisors July 2007 - August 2010
ING May 2003 - June 2007
Skills
Wealth Management, Estate Planning, Term Life Insurance, Fixed Annuities, Financial Advisory, Risk Management, Insurance, Retirement Planning, College Education..., Investment Advisory, Annuities, Long Term Care, New Business Development, Social Networking, Technology Development, Disability Insurance, Business Planning, Succession Planning, Operational Planning, Financial Markets, Alternative Investments, Business Strategy, Brokerage, Series 65, Life Insurance, Mergers & Acquisitions, Finance, Financial Services, Wealth, Long-term Care, Investments
Education
St. John's University 2001 — 2004
B.A. Business Management
The American College
In Process
JiaLing CHU's Independent Capital Management Experience April 2007 - February 2009
Job financial registered representative
Industry Financial Services
Experience
... June 2009 - Present
OneCoach 2009 - 2010
Independent Capital Management April 2007 - February 2009
Waddell & Reed Financial Services January 2005 - May 2006
World Financial Group May 2002 - January 2005
Skills
Small Business, Public Speaking, Coaching, Entrepreneurship, Retirement Planning, Insurance, Strategic Financial..., Retirement, Strategic Planning, Life Insurance, Sales, Customer Service, Marketing Strategy, Marketing, Mutual Funds, Investments, Microsoft Office, Training, Business Planning, Investment Advisory, Nonprofits, Finance, Wealth Management, Personal Development, Leadership, Business Strategy, Strategy
Education
The Chinese University of Hong Kong 1978 — 1979
dep-ed, English and World History
National Taiwan University 1970 — 1974
B.A., Enlgish Literature & French
... June 2009 - Present
OneCoach 2009 - 2010
Independent Capital Management April 2007 - February 2009
Waddell & Reed Financial Services January 2005 - May 2006
World Financial Group May 2002 - January 2005
Skills
Small Business, Public Speaking, Coaching, Entrepreneurship, Retirement Planning, Insurance, Strategic Financial..., Retirement, Strategic Planning, Life Insurance, Sales, Customer Service, Marketing Strategy, Marketing, Mutual Funds, Investments, Microsoft Office, Training, Business Planning, Investment Advisory, Nonprofits, Finance, Wealth Management, Personal Development, Leadership, Business Strategy, Strategy
Education
The Chinese University of Hong Kong 1978 — 1979
dep-ed, English and World History
National Taiwan University 1970 — 1974
B.A., Enlgish Literature & French
Nicholas Tener's Independent Capital Management Experience October 2010 - May 2011
Job Graduate Student at University of the Pacific Eberhardt School of Business
Industry Accounting
Experience
Starwood Hotels & Resorts July 2001 - June 2013
Independent Capital Management October 2010 - May 2011
Chapman University August 2007 - December 2007
Skills
Leadership, Microsoft Office, Economics, Financial Services, Microsoft Word, PowerPoint, Teamwork, Microsoft Excel, Public Speaking, Research
Education
University of the Pacific - Eberhardt School of Business 2015 — 2017
Master's degree, Accounting
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2008
BA, Economics, 3.6 GPA
Starwood Hotels & Resorts July 2001 - June 2013
Independent Capital Management October 2010 - May 2011
Chapman University August 2007 - December 2007
Skills
Leadership, Microsoft Office, Economics, Financial Services, Microsoft Word, PowerPoint, Teamwork, Microsoft Excel, Public Speaking, Research
Education
University of the Pacific - Eberhardt School of Business 2015 — 2017
Master's degree, Accounting
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2008
BA, Economics, 3.6 GPA
Eric Zerull's Independent Capital Management Experience February 2009 - July 2009
Job IT Consultant at Avanade
Industry Information Technology and Services
Experience
Avanade September 2014 - Present
USAA September 2010 - March 2013
USAA September 2010 - March 2013
Transamerica Financial Advisors, Inc. August 2009 - January 2010
Independent Capital Management February 2009 - July 2009
BBVA Compass April 2005 - April 2008
Skills
Finance, Financial Advisory, Investments, Retirement, Series 7, Securities, Fixed Annuities, Life Insurance, Insurance, Business Analysis, ASP.NET, HTML5, JavaScript, Web Development, Windows Azure, C#, Java
Education
Arizona State University 2004 — 2008
Bachelor in Science, Economics
Arizona State University 2004 — 2008
Bachelor's degree, Economics
Avanade September 2014 - Present
USAA September 2010 - March 2013
USAA September 2010 - March 2013
Transamerica Financial Advisors, Inc. August 2009 - January 2010
Independent Capital Management February 2009 - July 2009
BBVA Compass April 2005 - April 2008
Skills
Finance, Financial Advisory, Investments, Retirement, Series 7, Securities, Fixed Annuities, Life Insurance, Insurance, Business Analysis, ASP.NET, HTML5, JavaScript, Web Development, Windows Azure, C#, Java
Education
Arizona State University 2004 — 2008
Bachelor in Science, Economics
Arizona State University 2004 — 2008
Bachelor's degree, Economics
Itai Mordo's Independent Capital Management Experience May 2008 - March 2009
Job Business Systems Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Securities February 2011 - Present
Zoran May 2009 - February 2011
Independent Capital Management May 2008 - March 2009
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
Wells Fargo Securities February 2011 - Present
Zoran May 2009 - February 2011
Independent Capital Management May 2008 - March 2009
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
Casey Helmick's Independent Capital Management Experience 2008 - 2009
Job HVAC Brand Manager at Build.com
Industry Retail
Experience
Build.com May 2014 - Present
Build.com March 2012 - May 2014
Build.com March 2010 - March 2012
Independent Capital Management 2008 - 2009
Anheuser-Busch 2007 - 2008
Skills
Sales, Salesforce.com, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Leadership, Online Advertising, Social Networking, Account Management, Advertising, E-commerce
Education
California State University-Chico 2004 — 2008
B.S., Business Management
Build.com May 2014 - Present
Build.com March 2012 - May 2014
Build.com March 2010 - March 2012
Independent Capital Management 2008 - 2009
Anheuser-Busch 2007 - 2008
Skills
Sales, Salesforce.com, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Leadership, Online Advertising, Social Networking, Account Management, Advertising, E-commerce
Education
California State University-Chico 2004 — 2008
B.S., Business Management
Brandon Ramiro's Independent Capital Management Experience August 2010 - February 2011
Job Financial Representative at Strategic Wealth Associates
Industry Financial Services
Experience
Strategic Wealth Associates July 2011 - Present
Independent Capital Management August 2010 - February 2011
Education
University of San Diego 2008 — 2010
Finance
Strategic Wealth Associates July 2011 - Present
Independent Capital Management August 2010 - February 2011
Education
University of San Diego 2008 — 2010
Finance
Jacob Glass's Independent Capital Management Experience February 2010 - Present
Job Management Trainee/Financial Specialist at Independent Capital Management
Industry Higher Education
Experience
Independent Capital Management February 2010 - Present
Skills
Estate Planning
Education
Loyola Marymount University, College of Business Administration 2005 — 2009
BA, Business, Entrepreneurship
Independent Capital Management February 2010 - Present
Skills
Estate Planning
Education
Loyola Marymount University, College of Business Administration 2005 — 2009
BA, Business, Entrepreneurship
Samir Nicolas's Independent Capital Management Experience August 2015 - Present
Job Financial Advisor / Producer
Industry Financial Services
Experience
Independent Capital Management August 2015 - Present
Samir Nicolas Production July 2013 - Present
United Solutions Group / First LA Insurance November 2014 - July 2015
Eyeshot Production FZ LLC January 2003 - June 2013
Skills
Video Production, Video Editing, Television, Post Production, Final Cut Pro, HD Video, Documentaries, Avid Media Composer, Film, Final Cut Studio, Broadcast, New Media, Avid, Video
Education
Los Angeles Film School 2013 — 2015
Entertainment Business, Entertainment Business
American University College of Science and Technology 2000 — 2002
Media
Sagesse University 1997 — 2000
Civil Law, Civil Law
USEK
Digital Music - MIDI, Digital Music
Independent Capital Management August 2015 - Present
Samir Nicolas Production July 2013 - Present
United Solutions Group / First LA Insurance November 2014 - July 2015
Eyeshot Production FZ LLC January 2003 - June 2013
Skills
Video Production, Video Editing, Television, Post Production, Final Cut Pro, HD Video, Documentaries, Avid Media Composer, Film, Final Cut Studio, Broadcast, New Media, Avid, Video
Education
Los Angeles Film School 2013 — 2015
Entertainment Business, Entertainment Business
American University College of Science and Technology 2000 — 2002
Media
Sagesse University 1997 — 2000
Civil Law, Civil Law
USEK
Digital Music - MIDI, Digital Music
Fred McKee's Independent Capital Management Experience June 2007 - December 2007
Job Navigator Program Manager
Industry Media Production
Experience
e.Republic July 2014 - Present
e.Republic, Inc. January 2014 - July 2014
e.Republic, Inc. July 2008 - January 2014
Independent Capital Management June 2007 - December 2007
Mid-State Bank & Trust January 2006 - January 2007
AMT Datasouth May 1998 - May 2000
Skills
Social Media, Video, Market Research, Data Analysis, Customer Service, Salesforce.com, Program Management, Marketing Communications, Quality Assurance, Research, Team Leadership, Leadership, Strategic Planning, Account Management, Project Management, Strategy, Marketing Strategy, Analytics, Government, Solution Selling, Sales Engineering
Education
University of California, Davis 2003 — 2005
Bachelor's degree, Political Science and Government, 3.0
Moorpark College 2001 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.0
e.Republic July 2014 - Present
e.Republic, Inc. January 2014 - July 2014
e.Republic, Inc. July 2008 - January 2014
Independent Capital Management June 2007 - December 2007
Mid-State Bank & Trust January 2006 - January 2007
AMT Datasouth May 1998 - May 2000
Skills
Social Media, Video, Market Research, Data Analysis, Customer Service, Salesforce.com, Program Management, Marketing Communications, Quality Assurance, Research, Team Leadership, Leadership, Strategic Planning, Account Management, Project Management, Strategy, Marketing Strategy, Analytics, Government, Solution Selling, Sales Engineering
Education
University of California, Davis 2003 — 2005
Bachelor's degree, Political Science and Government, 3.0
Moorpark College 2001 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.0
Russ Valent's Independent Capital Management Experience October 1999 - April 2000
Job Senior Financial Analyst at LSG Sky Chefs
Industry Banking
Experience
LSG Sky Chefs April 2015 - Present
itransfer September 2014 - December 2014
Thule June 2013 - February 2014
Zions Bancorporation January 2004 - May 2013
CoBank April 2000 - August 2004
Independent Capital Management October 1999 - April 2000
The Ohio State University January 1999 - June 1999
KTH Parts January 1995 - January 1998
Regent Lighting January 1994 - January 1995
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Credit Analysis, Financial Statement..., Valuation, Portfolio Management, Banking, Bloomberg, Microsoft Excel, PowerPoint, Credit Risk, Microsoft SQL Server, Project Management, MS Project, Microsoft Office, Business Process..., Derivatives, Finance, Financial Services, Forecasting, Investments, Market Research, Process Improvement, Business Analysis, Analysis, Credit, Budgets, Negotiation, Business Planning, Business Strategy
Education
The Ohio State University Fisher College of Business 1997 — 1999
MBA, Corporate Finance
Penn State University 1990 — 1994
BS, Industrial Engineering
LSG Sky Chefs April 2015 - Present
itransfer September 2014 - December 2014
Thule June 2013 - February 2014
Zions Bancorporation January 2004 - May 2013
CoBank April 2000 - August 2004
Independent Capital Management October 1999 - April 2000
The Ohio State University January 1999 - June 1999
KTH Parts January 1995 - January 1998
Regent Lighting January 1994 - January 1995
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Credit Analysis, Financial Statement..., Valuation, Portfolio Management, Banking, Bloomberg, Microsoft Excel, PowerPoint, Credit Risk, Microsoft SQL Server, Project Management, MS Project, Microsoft Office, Business Process..., Derivatives, Finance, Financial Services, Forecasting, Investments, Market Research, Process Improvement, Business Analysis, Analysis, Credit, Budgets, Negotiation, Business Planning, Business Strategy
Education
The Ohio State University Fisher College of Business 1997 — 1999
MBA, Corporate Finance
Penn State University 1990 — 1994
BS, Industrial Engineering
Mallory Indre's Independent Capital Management Experience May 2011 - August 2012
Job Account Executive at Brook Furniture Rental
Industry Banking
Experience
Brook Furniture Rental June 2013 - Present
Cogent Communications August 2012 - June 2013
Independent Capital Management May 2011 - August 2012
LMU 2010 - 2010
Education
California State University-Los Angeles 2011 — 2012
Economics
Brook Furniture Rental June 2013 - Present
Cogent Communications August 2012 - June 2013
Independent Capital Management May 2011 - August 2012
LMU 2010 - 2010
Education
California State University-Los Angeles 2011 — 2012
Economics
Erik Mura's Independent Capital Management Experience August 2011 - November 2011
Job Senior Financial Operations Coordinator at World Fuel Services
Industry Airlines/Aviation
Experience
World Fuel Services December 2014 - Present
World Fuel Services April 2013 - December 2014
State Farm Insurance January 2012 - September 2012
Independent Capital Management August 2011 - November 2011
Medtronic March 2011 - May 2011
Skills
Finance, Insurance, Retirement, Mortgage Lending, Real Estate
Education
Art Institute of Colorado 2014 — 2016
Associate's degree, Graphic Design
Sonoma State University 2008 — 2011
BS in Finance, Finance, Economics
World Fuel Services December 2014 - Present
World Fuel Services April 2013 - December 2014
State Farm Insurance January 2012 - September 2012
Independent Capital Management August 2011 - November 2011
Medtronic March 2011 - May 2011
Skills
Finance, Insurance, Retirement, Mortgage Lending, Real Estate
Education
Art Institute of Colorado 2014 — 2016
Associate's degree, Graphic Design
Sonoma State University 2008 — 2011
BS in Finance, Finance, Economics
Michelle Haddy's Independent Capital Management Experience February 2009 - December 2010
Job Implementation Services Manager at C2 Collabrative
Industry Education Management
Experience
C2 Collabrative September 2013 - Present
Independent Capital Management February 2009 - December 2010
PACIFIC COMMUNITY CREDIT UNION March 2007 - January 2008
CERIDIAN EMPLOYER SERVICES April 1994 - December 2006
WELLS FARGO BANK (formerly Great American) January 1986 - March 1994
Skills
Cross-functional Team..., Strategic Planning, Process Improvement, Management, Marketing, Leadership, Operations Management, Budgets, Team Building, Sales, Project Management, Business Development, Account Management, Training, Marketing Strategy
Education
Arizona State University 2013 — 2015
BA, Business Management
Ceridian - Six Sigma program 1999 — 2005
Green Belt, Strategic process improvement
National Association of Securities Dealers
Series 6 License, Securities
California State University-Fullerton
Business Administration
Fullerton College
AA, Business Administration
C2 Collabrative September 2013 - Present
Independent Capital Management February 2009 - December 2010
PACIFIC COMMUNITY CREDIT UNION March 2007 - January 2008
CERIDIAN EMPLOYER SERVICES April 1994 - December 2006
WELLS FARGO BANK (formerly Great American) January 1986 - March 1994
Skills
Cross-functional Team..., Strategic Planning, Process Improvement, Management, Marketing, Leadership, Operations Management, Budgets, Team Building, Sales, Project Management, Business Development, Account Management, Training, Marketing Strategy
Education
Arizona State University 2013 — 2015
BA, Business Management
Ceridian - Six Sigma program 1999 — 2005
Green Belt, Strategic process improvement
National Association of Securities Dealers
Series 6 License, Securities
California State University-Fullerton
Business Administration
Fullerton College
AA, Business Administration
Bryan Brady's Independent Capital Management Experience June 2009 - December 2009
Job EA at City National Bank
Industry Entertainment
Experience
City National Bank May 2015 - Present
Vertical Mass March 2015 - May 2015
APM February 2014 - January 2015
APM September 2013 - February 2014
Feinberg Investments March 2013 - September 2013
XIX ENTERTAINMENT July 2010 - February 2013
Independent Capital Management June 2009 - December 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Entertainment, Marketing, Microsoft Excel, Microsoft Office, Budgets, Social Networking, Management, Entrepreneurship, Analysis, Event Management, Public Relations, Event Planning, Business Development, Finance, Social Media, Customer Service, Social Media Marketing
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
BS, Business Administration
City National Bank May 2015 - Present
Vertical Mass March 2015 - May 2015
APM February 2014 - January 2015
APM September 2013 - February 2014
Feinberg Investments March 2013 - September 2013
XIX ENTERTAINMENT July 2010 - February 2013
Independent Capital Management June 2009 - December 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Entertainment, Marketing, Microsoft Excel, Microsoft Office, Budgets, Social Networking, Management, Entrepreneurship, Analysis, Event Management, Public Relations, Event Planning, Business Development, Finance, Social Media, Customer Service, Social Media Marketing
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
BS, Business Administration
Spencer La's Independent Capital Management Experience June 2007 - 2007
Job Senior Accountant at BioMed Realty Trust
Industry Accounting
Experience
BioMed Realty Trust May 2013 - Present
T-Bird Restaurant Group, Inc. February 2008 - May 2013
Senior American Funding, Inc. 2007 - 2008
Independent Capital Management June 2007 - 2007
Skills
General Ledger, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Analysis, Financial Reporting, Bank Reconciliation, Microsoft Office, Microsoft Excel, Microsoft Word, Tax, Sage, GAAP, Auditing, Fixed Assets
Education
University of California, San Diego 2010 — 2012
Accounting
University of California, San Diego 2003 — 2007
Bachelor of Science (BS), Economics
University of California, San Diego 2003 — 2007
Bachelor of Science (BS), Psychology
BioMed Realty Trust May 2013 - Present
T-Bird Restaurant Group, Inc. February 2008 - May 2013
Senior American Funding, Inc. 2007 - 2008
Independent Capital Management June 2007 - 2007
Skills
General Ledger, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Analysis, Financial Reporting, Bank Reconciliation, Microsoft Office, Microsoft Excel, Microsoft Word, Tax, Sage, GAAP, Auditing, Fixed Assets
Education
University of California, San Diego 2010 — 2012
Accounting
University of California, San Diego 2003 — 2007
Bachelor of Science (BS), Economics
University of California, San Diego 2003 — 2007
Bachelor of Science (BS), Psychology
Boris Boundjia's Independent Capital Management Experience October 2012 - July 2013
Job Bank Reconciler
Industry Financial Services
Experience
AFEX June 2015 - Present
Grind 2 Shine April 2013 - Present
Specialized Orthopedic Solutions March 2014 - June 2015
Independent Capital Management October 2012 - July 2013
Education
Salem International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Alfred University 2009 — 2010
Stoneridge Preparatory School 2007 — 2008
AFEX June 2015 - Present
Grind 2 Shine April 2013 - Present
Specialized Orthopedic Solutions March 2014 - June 2015
Independent Capital Management October 2012 - July 2013
Education
Salem International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Alfred University 2009 — 2010
Stoneridge Preparatory School 2007 — 2008
Christopher Guevara's Independent Capital Management Experience May 2010 - August 2011
Job Retirement Member Services Associate at San Diego County Employees Retirement Association
Industry Financial Services
Experience
San Diego County Employees Retirement Association March 2013 - Present
Ashford University September 2011 - November 2012
Independent Capital Management May 2010 - August 2011
Costco Wholesale August 2006 - January 2010
Skills
Securities, Microsoft Word, Retirement Planning, Series 6, Fixed Annuities, Retirement, Series 63, Mutual Funds, Wealth Management, IRAs, Life Insurance, Estate Planning, Wealth, Variable Annuities, Financial Advisory, Strategic Financial..., Asset Allocation, Investments, Investment Advisory, Customer Service, Call Center, Technology, Retirement Savings, Microsoft Office, Guitar, Guitar Repair, Time Management, Social Networking, Leadership, Employee Training, Training, Enrollment Management, Sales, Admissions, Student Financial Aid, Insurance, Staff Development, Leadership Development, Investment Strategies, Small Business, Customer Retention, Conflict Resolution, 401k, Financial Analysis, Call Centers, Asset Management
Education
Ashford University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Montgomery High School 2002 — 2006
San Diego County Employees Retirement Association March 2013 - Present
Ashford University September 2011 - November 2012
Independent Capital Management May 2010 - August 2011
Costco Wholesale August 2006 - January 2010
Skills
Securities, Microsoft Word, Retirement Planning, Series 6, Fixed Annuities, Retirement, Series 63, Mutual Funds, Wealth Management, IRAs, Life Insurance, Estate Planning, Wealth, Variable Annuities, Financial Advisory, Strategic Financial..., Asset Allocation, Investments, Investment Advisory, Customer Service, Call Center, Technology, Retirement Savings, Microsoft Office, Guitar, Guitar Repair, Time Management, Social Networking, Leadership, Employee Training, Training, Enrollment Management, Sales, Admissions, Student Financial Aid, Insurance, Staff Development, Leadership Development, Investment Strategies, Small Business, Customer Retention, Conflict Resolution, 401k, Financial Analysis, Call Centers, Asset Management
Education
Ashford University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Montgomery High School 2002 — 2006
Mr. Mack Wheat BA/JD's Independent Capital Management Experience June 2012 - Present
Job Wheat Financial & Insurance Services, INC A NV Corporation | USC Alumni Club of Las Vegas President 201314
Industry Investment Management
Experience
Independent Capital Management June 2012 - Present
University of Southern California August 2012 - November 2013
COUNTRY Financial® 2008 - 2009
Northwestern Mutual 2006 - 2008
UNLV Alumni Association 2003 - 2005
Clark County April 2003 - September 2003
Skills
Retirement Planning, PowerPoint, Investments, Microsoft Office, Estate Planning, Insurance, Strategic Financial...
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2003 — 2005
President-Elect: Sports & Entertainment Law Assn. ("SELA"), Juris Doctorate Candidate
University of Southern California - Marshall School of Business 1997 — 2001
BA, ECONOMICS
Bishop Gorman High School- Las Vegas, NV 1994 — 1997
WHEAT FINANCIAL, INC- A NV Corporation
*Series 6/63 Licensed*, USC BA Pre-Law/Economics
Independent Capital Management June 2012 - Present
University of Southern California August 2012 - November 2013
COUNTRY Financial® 2008 - 2009
Northwestern Mutual 2006 - 2008
UNLV Alumni Association 2003 - 2005
Clark County April 2003 - September 2003
Skills
Retirement Planning, PowerPoint, Investments, Microsoft Office, Estate Planning, Insurance, Strategic Financial...
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2003 — 2005
President-Elect: Sports & Entertainment Law Assn. ("SELA"), Juris Doctorate Candidate
University of Southern California - Marshall School of Business 1997 — 2001
BA, ECONOMICS
Bishop Gorman High School- Las Vegas, NV 1994 — 1997
WHEAT FINANCIAL, INC- A NV Corporation
*Series 6/63 Licensed*, USC BA Pre-Law/Economics
Esperanza Chapa's Independent Capital Management Experience February 2007 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
Metlang January 2011 - Present
LPL Financial October 2007 - December 2009
Independent Capital Management February 2007 - October 2007
Beneficial Finance May 2006 - October 2006
Education
San Diego State University-California State University 2002 — 2005
BA, International Business
Metlang January 2011 - Present
LPL Financial October 2007 - December 2009
Independent Capital Management February 2007 - October 2007
Beneficial Finance May 2006 - October 2006
Education
San Diego State University-California State University 2002 — 2005
BA, International Business
Taryn Zimmer's Independent Capital Management Experience January 2012 - January 2013
Job Financial Adviser
Industry Financial Services
Experience
Bar Louie January 2013 - Present
Independent Capital Management January 2012 - January 2013
Gaslamp Strip Club- A Steak Place November 2009 - May 2012
Wavehouse March 2007 - September 2010
Sunglass Hut October 2006 - September 2008
Axis Financial Group, Inc August 2006 - August 2007
Skills
Microsoft Excel, Social Media, Social Networking, Financial Analysis, Social Media Marketing, Microsoft Office, PowerPoint, Investments, Customer Service, Marketing, Public Speaking, Outlook, Sales, Marketing Strategy
Education
San Diego State University-California State University 2007 — 2011
Bachelor's, Economics
Bar Louie January 2013 - Present
Independent Capital Management January 2012 - January 2013
Gaslamp Strip Club- A Steak Place November 2009 - May 2012
Wavehouse March 2007 - September 2010
Sunglass Hut October 2006 - September 2008
Axis Financial Group, Inc August 2006 - August 2007
Skills
Microsoft Excel, Social Media, Social Networking, Financial Analysis, Social Media Marketing, Microsoft Office, PowerPoint, Investments, Customer Service, Marketing, Public Speaking, Outlook, Sales, Marketing Strategy
Education
San Diego State University-California State University 2007 — 2011
Bachelor's, Economics
Ramaj St. James's Independent Capital Management Experience May 2011 - Present
Job Financial Services Specialist at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management May 2011 - Present
ICM Lending and Real Estate Services January 2011 - Present
Western Realtors February 2006 - July 2009
Elite Estate real estates 2007 - 2008
Skills
Fixed Annuities, Buy-sell Agreements, Incorporation, Budgeting, Asset Protection, Life Insurance, Real Estate, Public Speaking, Key Person Insurance, Section 79 Specialists, Special Needs Planning, Living Trusts, Business Planning, Deferred Compensation, Non-Qualified Deferred..., Problem Solving, Strategic Planning, Building Relationships, Contract Negotiation, Property Management, Investment Properties, Customer Service, Business Networking, Strategic Financial..., Finance, Sales, Budgets, Loans, Wealth, Selling, Long Term Care Insurance, Insurance, Disability Insurance, Financial Planners, Securities, Retirement, Financial Advisory, Financial Planning
Education
Rutgers University-New Brunswick 1996 — 1998
History
Pepperdine University 1993 — 1995
Independent Capital Management May 2011 - Present
ICM Lending and Real Estate Services January 2011 - Present
Western Realtors February 2006 - July 2009
Elite Estate real estates 2007 - 2008
Skills
Fixed Annuities, Buy-sell Agreements, Incorporation, Budgeting, Asset Protection, Life Insurance, Real Estate, Public Speaking, Key Person Insurance, Section 79 Specialists, Special Needs Planning, Living Trusts, Business Planning, Deferred Compensation, Non-Qualified Deferred..., Problem Solving, Strategic Planning, Building Relationships, Contract Negotiation, Property Management, Investment Properties, Customer Service, Business Networking, Strategic Financial..., Finance, Sales, Budgets, Loans, Wealth, Selling, Long Term Care Insurance, Insurance, Disability Insurance, Financial Planners, Securities, Retirement, Financial Advisory, Financial Planning
Education
Rutgers University-New Brunswick 1996 — 1998
History
Pepperdine University 1993 — 1995
Gary Tse's Independent Capital Management Experience August 2009 - December 2009
Job Application Developer
Industry Information Technology and Services
Experience
County of Los Angeles Department of Public Health February 2014 - Present
Raiden Technology Inc February 2012 - January 2013
Independent Capital Management August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, JavaScript, Customer Service, Insurance, Visio, Wordpress, Technical Writing, Access, Python, C++, T-SQL, Microsoft SQL Server, Microsoft Reporting..., SSRS, jQuery, Objective-C, HTML5, Section 508, WCAG, Adobe LiveCycle Designer, Matlab, OpenGL
Education
California State University-Fullerton 2012 — 2016
Master of Science (M.S.), Computer Science
University of California, San Diego 2004 — 2009
BA, International Studies - Economics
County of Los Angeles Department of Public Health February 2014 - Present
Raiden Technology Inc February 2012 - January 2013
Independent Capital Management August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, JavaScript, Customer Service, Insurance, Visio, Wordpress, Technical Writing, Access, Python, C++, T-SQL, Microsoft SQL Server, Microsoft Reporting..., SSRS, jQuery, Objective-C, HTML5, Section 508, WCAG, Adobe LiveCycle Designer, Matlab, OpenGL
Education
California State University-Fullerton 2012 — 2016
Master of Science (M.S.), Computer Science
University of California, San Diego 2004 — 2009
BA, International Studies - Economics
Nathan Montgomery, CFA's Independent Capital Management Experience June 2006 - February 2007
Job Vice President of Finance at Western Federal Credit Union
Industry Banking
Experience
Western Federal Credit Union February 2015 - Present
Western Federal Credit Union November 2012 - February 2015
Western Federal Credit Union January 2012 - November 2012
Western Federal Credit Union March 2007 - January 2012
Independent Capital Management June 2006 - February 2007
Federal Reserve Board July 2004 - May 2006
Skills
Forecasting, Financial Analysis, Excel, Risk Management, Access, Accounting, Bloomberg
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
University of California, Los Angeles 2008 — 2009
Certificate in Accounting
University of California, Irvine 2000 — 2004
BA, Economics
Western Federal Credit Union February 2015 - Present
Western Federal Credit Union November 2012 - February 2015
Western Federal Credit Union January 2012 - November 2012
Western Federal Credit Union March 2007 - January 2012
Independent Capital Management June 2006 - February 2007
Federal Reserve Board July 2004 - May 2006
Skills
Forecasting, Financial Analysis, Excel, Risk Management, Access, Accounting, Bloomberg
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
University of California, Los Angeles 2008 — 2009
Certificate in Accounting
University of California, Irvine 2000 — 2004
BA, Economics
Philip Grandis's Independent Capital Management Experience July 2012 - March 2013
Job Small Business Owner
Industry Food & Beverages
Experience
Great American Yogurt June 2014 - Present
Independent Capital Management July 2012 - March 2013
BJ’s Restaurant February 2011 - May 2012
UCLA Athletics Department August 2008 - June 2010
BJ’s Restaurant July 2007 - July 2008
Education
UCLA
Bachelor of Arts (BA), Psychology
University of California, Berkeley
Bachelor of Arts Degree, Psychology
Great American Yogurt June 2014 - Present
Independent Capital Management July 2012 - March 2013
BJ’s Restaurant February 2011 - May 2012
UCLA Athletics Department August 2008 - June 2010
BJ’s Restaurant July 2007 - July 2008
Education
UCLA
Bachelor of Arts (BA), Psychology
University of California, Berkeley
Bachelor of Arts Degree, Psychology
Jennifer Novoa's Independent Capital Management Experience November 2012 - March 2013
Job Investment Operations Analyst at UCLA Investment Company
Industry Investment Management
Experience
UCLA Investment Company April 2013 - Present
Independent Capital Management November 2012 - March 2013
Education
California State Polytechnic University-Pomona 2009 — 2012
Bachelor of Science (B.S.), Economics
UCLA Investment Company April 2013 - Present
Independent Capital Management November 2012 - March 2013
Education
California State Polytechnic University-Pomona 2009 — 2012
Bachelor of Science (B.S.), Economics
Howard Bolotin's Independent Capital Management Experience January 1994 - May 1999
Job Vice President of Investments at Trilogy Financial Services
Industry Financial Services
Experience
Trilogy Financial Services May 1999 - Present
Independent Capital Management January 1994 - May 1999
Anthony Robbins Companies July 1992 - December 1993
Bolotin's Inc. July 1972 - June 1992
Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Life & Health Insurance...
Education
Michigan State University 1968 — 1972
Bachelor of Arts (B.A.)
Trilogy Financial Services May 1999 - Present
Independent Capital Management January 1994 - May 1999
Anthony Robbins Companies July 1992 - December 1993
Bolotin's Inc. July 1972 - June 1992
Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Life & Health Insurance...
Education
Michigan State University 1968 — 1972
Bachelor of Arts (B.A.)
Will Farraj's Independent Capital Management Experience January 1999 - Present
Job Cmo at Independent capital management
Industry Financial Services
Experience
Independent capital management January 1999 - Present
Education
UCLA
Bachelor's degree, Economics
Independent capital management January 1999 - Present
Education
UCLA
Bachelor's degree, Economics
Kyle Dodd's Independent Capital Management Experience September 2012 - December 2012
Job Sales Associate at Pottery Barn
Industry Retail
Experience
Independent Capital Management September 2012 - December 2012
Pottery Barn January 2012 - September 2012
Xcopy March 2012 - May 2012
Education
California State University-Fullerton 2010 — 2012
Bachelor of Arts (B.A.), French
Independent Capital Management September 2012 - December 2012
Pottery Barn January 2012 - September 2012
Xcopy March 2012 - May 2012
Education
California State University-Fullerton 2010 — 2012
Bachelor of Arts (B.A.), French
Monica Silvey's Independent Capital Management Experience June 2009 - March 2010
Job Senior US Sales Commission Analyst
Industry Medical Devices
Experience
Masimo January 2014 - Present
Mythics Inc. October 2011 - December 2013
First American Financial Corporation February 2010 - July 2011
Independent Capital Management June 2009 - March 2010
Skills
Enterprise Software, Cloud Computing, Professional Services, Salesforce.com, Account Management, Business Analysis, Oracle, Business Development
Education
Chapman University 2004 — 2007
Bachelor's degree, Business Administration
Masimo January 2014 - Present
Mythics Inc. October 2011 - December 2013
First American Financial Corporation February 2010 - July 2011
Independent Capital Management June 2009 - March 2010
Skills
Enterprise Software, Cloud Computing, Professional Services, Salesforce.com, Account Management, Business Analysis, Oracle, Business Development
Education
Chapman University 2004 — 2007
Bachelor's degree, Business Administration
Perry Baughman's Independent Capital Management Experience July 1999 - May 2000
Job Telecommunications Professional
Industry Telecommunications
Experience
ORBIT Communication Systems September 2004 - November 2010
Robert half - office team March 2004 - September 2004
Utility Resource Management Group, Inc May 2000 - June 2003
Independent Capital Management July 1999 - May 2000
Utility Resource Mangement Group, Inc February 1998 - July 1999
Coptic Orthodox Diocese of Los Angeles July 1997 - February 1998
Bureau of Vocational Rehabilition for State of Ohio January 1997 - June 1997
Southern California Edison (SCE) February 1982 - March 1991
Skills
Skilled Admin Assistant..., Integration, Product Management, RF, Telecommunications
Education
Wright State University 1995 — 1997
Master of Arts, History, 3.696
St. John Fisher College 1993 — 1994
Bachelor of Arts (B.A.), History, 3,29
Saint Gregorys University 1979 — 1981
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
ORBIT Communication Systems September 2004 - November 2010
Robert half - office team March 2004 - September 2004
Utility Resource Management Group, Inc May 2000 - June 2003
Independent Capital Management July 1999 - May 2000
Utility Resource Mangement Group, Inc February 1998 - July 1999
Coptic Orthodox Diocese of Los Angeles July 1997 - February 1998
Bureau of Vocational Rehabilition for State of Ohio January 1997 - June 1997
Southern California Edison (SCE) February 1982 - March 1991
Skills
Skilled Admin Assistant..., Integration, Product Management, RF, Telecommunications
Education
Wright State University 1995 — 1997
Master of Arts, History, 3.696
St. John Fisher College 1993 — 1994
Bachelor of Arts (B.A.), History, 3,29
Saint Gregorys University 1979 — 1981
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
James Tien's Independent Capital Management Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Independent Capital Management 2011 - 2012
United Import Trading July 2010 - April 2011
Skills
Financial Analysis, Finance, Chinese, Marketing, Project Management, Customer Service, Investment Advisory, Marketing Communications, Strategic Planning, Market Research, Sales Operations, Microsoft Office, Microsoft Excel, Microsoft Word, Web Marketing, Computer Hardware, Compliance
Education
Purdue University 2007 — 2010
Bachelor's degree, Retail Management
Independent Capital Management 2011 - 2012
United Import Trading July 2010 - April 2011
Skills
Financial Analysis, Finance, Chinese, Marketing, Project Management, Customer Service, Investment Advisory, Marketing Communications, Strategic Planning, Market Research, Sales Operations, Microsoft Office, Microsoft Excel, Microsoft Word, Web Marketing, Computer Hardware, Compliance
Education
Purdue University 2007 — 2010
Bachelor's degree, Retail Management
Tina Marie Montoya's Independent Capital Management Experience October 2005 - Present
Job Division Manager at Independent Capital Management
Industry Financial Services
Experience
Independent Capital Management October 2005 - Present
Education
UC Berkeley
Independent Capital Management October 2005 - Present
Education
UC Berkeley
Eric Cheyne's Independent Capital Management Experience July 2005 - December 2005
Job Accountant
Industry Accounting
Experience
Westwood Financial Corp. October 2006 - October 2011
Ajilon Finance Solutions January 2006 - September 2006
Independent Capital Management July 2005 - December 2005
Skills
Accounts Payable, Financial Reporting, Personal Finance, Financial Advisory, GAAP, IFRS, Tax Accounting, Tax Preparation, Tax Advisory, Tax Law
Education
UCLA Extension 2011 — 2013
Certificate, Accounting
California State University-Los Angeles 2004 — 2005
Bachelor’s Degree, Finance, General
Westwood Financial Corp. October 2006 - October 2011
Ajilon Finance Solutions January 2006 - September 2006
Independent Capital Management July 2005 - December 2005
Skills
Accounts Payable, Financial Reporting, Personal Finance, Financial Advisory, GAAP, IFRS, Tax Accounting, Tax Preparation, Tax Advisory, Tax Law
Education
UCLA Extension 2011 — 2013
Certificate, Accounting
California State University-Los Angeles 2004 — 2005
Bachelor’s Degree, Finance, General