Infinity Financial Services
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Infinity Financial Services Employees
Employee
Years
Job
Industry
Kevin Batstone Kevin Batstone's Infinity Financial Services Experience July 2013 - Present
Job Vice President at Infinity Financial Services
Industry Financial Services
Experience
Infinity Financial Services July 2013 - Present
Morgan Stanley Smith Barney 2011 - June 2013
Nordstrom June 2007 - December 2007
Crosby Country Club January 2006 - June 2007
Castlewood Country Club January 2004 - August 2005
Skills
Wealth Management, Retirement Planning, Credit, Asset Allocation, Series 7, Mortgage Lending, Investments, Series 63, Refinance, Strategic Financial..., Financial Advisory, Investment Advisory, Retirement, Variable Annuities, Mutual Funds, 401k Rollovers, Investment Strategies, Personal Financial..., Financial Analysis, Estate Planning, Series 65, Bonds, Wealth, Insurance, 401k, FINRA, Equities, Finance, Financial Services, Loans, Hedge Funds, Banking, Life Insurance, ETFs, Investment Management, Portfolio Management, Alternative Investments, Wealth Management..., Separately Managed..., Securities, Fixed Annuities, Asset Management, Uniform Combined State...
Education
California State University-San Marcos 2005 — 2010
BA, Economics
University of Virginia, Semester at Sea Program 2009 — 2009
Global Studies
Foothill High School 2001 — 2005
Infinity Financial Services July 2013 - Present
Morgan Stanley Smith Barney 2011 - June 2013
Nordstrom June 2007 - December 2007
Crosby Country Club January 2006 - June 2007
Castlewood Country Club January 2004 - August 2005
Skills
Wealth Management, Retirement Planning, Credit, Asset Allocation, Series 7, Mortgage Lending, Investments, Series 63, Refinance, Strategic Financial..., Financial Advisory, Investment Advisory, Retirement, Variable Annuities, Mutual Funds, 401k Rollovers, Investment Strategies, Personal Financial..., Financial Analysis, Estate Planning, Series 65, Bonds, Wealth, Insurance, 401k, FINRA, Equities, Finance, Financial Services, Loans, Hedge Funds, Banking, Life Insurance, ETFs, Investment Management, Portfolio Management, Alternative Investments, Wealth Management..., Separately Managed..., Securities, Fixed Annuities, Asset Management, Uniform Combined State...
Education
California State University-San Marcos 2005 — 2010
BA, Economics
University of Virginia, Semester at Sea Program 2009 — 2009
Global Studies
Foothill High School 2001 — 2005
Kit Yan (Nicole) Mak's Infinity Financial Services Experience April 2013 - November 2013
Job Assurance Intern at EY
Industry
Experience
EY June 2015 - August 2015
Staance June 2014 - August 2014
Aspire Education Project June 2013 - November 2013
Infinity Financial Services April 2013 - November 2013
Internal Revenue Service March 2013 - March 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Research, Public Speaking, Social Media, Photoshop, Teamwork
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Business Administration
University of California, Berkeley 2012 — 2016
Fremont High School 2008 — 2012
Valedictorian
EY June 2015 - August 2015
Staance June 2014 - August 2014
Aspire Education Project June 2013 - November 2013
Infinity Financial Services April 2013 - November 2013
Internal Revenue Service March 2013 - March 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Research, Public Speaking, Social Media, Photoshop, Teamwork
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Business Administration
University of California, Berkeley 2012 — 2016
Fremont High School 2008 — 2012
Valedictorian
Adrian Castro Adrian Castro's Infinity Financial Services Experience August 2014 - May 2015
Job S&P Ratings Credit Analyst
Industry Capital Markets
Experience
Standard & Poor's August 2015 - Present
Berkeley Business Academy for Youth June 2015 - July 2015
Infinity Financial Services August 2014 - May 2015
Venture Strategy Solutions September 2013 - December 2014
Wells Fargo June 2014 - August 2014
Locket October 2013 - January 2014
Center for Effective Global Action September 2013 - January 2014
Berkeley Student Food Collective June 2012 - January 2014
The Labor Occupational Health Program September 2012 - May 2013
Skills
Teamwork, Leadership, Strategy, Microsoft Excel, Finance, Economics, Management, Business Development, Presentation Development, Managerial Finance, PowerPoint, Leading Discussions, Marketing, Data Analysis, Social Media Marketing
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration
The University of Hong Kong 2014 — 2014
Exchange Program Spring 2014, Business
Standard & Poor's August 2015 - Present
Berkeley Business Academy for Youth June 2015 - July 2015
Infinity Financial Services August 2014 - May 2015
Venture Strategy Solutions September 2013 - December 2014
Wells Fargo June 2014 - August 2014
Locket October 2013 - January 2014
Center for Effective Global Action September 2013 - January 2014
Berkeley Student Food Collective June 2012 - January 2014
The Labor Occupational Health Program September 2012 - May 2013
Skills
Teamwork, Leadership, Strategy, Microsoft Excel, Finance, Economics, Management, Business Development, Presentation Development, Managerial Finance, PowerPoint, Leading Discussions, Marketing, Data Analysis, Social Media Marketing
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration
The University of Hong Kong 2014 — 2014
Exchange Program Spring 2014, Business
Yvonne Ho Yvonne Ho's Infinity Financial Services Experience March 2012 - March 2013
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
EY June 2014 - August 2014
Patpatia & Associates September 2013 - January 2014
UC Berkeley May 2013 - September 2013
Infinity Financial Services March 2012 - March 2013
Skills
PowerPoint, Data Analysis, Customer Service, Research, Microsoft Excel, Microsoft Word, Social Media, Economics, Finance, Investments, Financial Statement..., Accounting, Financial Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
California High School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
EY June 2014 - August 2014
Patpatia & Associates September 2013 - January 2014
UC Berkeley May 2013 - September 2013
Infinity Financial Services March 2012 - March 2013
Skills
PowerPoint, Data Analysis, Customer Service, Research, Microsoft Excel, Microsoft Word, Social Media, Economics, Finance, Investments, Financial Statement..., Accounting, Financial Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
California High School 2007 — 2011
Paul Chambers Jr. Paul Chambers Jr.'s Infinity Financial Services Experience June 2011 - August 2011
Job Resident Assistant at Howard University
Industry
Experience
Howard University August 2014 - May 2015
NAACP April 2014 - July 2014
IMPACT August 2013 - May 2014
Howard University College of Arts and Sciences Educational Advisory Center May 2013 - May 2014
California Department of Justice June 2013 - August 2013
Infinity Financial Services June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Blogging, Politics, Government, Public Policy, Leadership
Education
Wake Forest University Graduate School 2015 — 2018
Master of Divinity (M.Div.)
Howard University 2011 — 2015
B.S., Political Science, Business Administration
Howard University
Howard University August 2014 - May 2015
NAACP April 2014 - July 2014
IMPACT August 2013 - May 2014
Howard University College of Arts and Sciences Educational Advisory Center May 2013 - May 2014
California Department of Justice June 2013 - August 2013
Infinity Financial Services June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Blogging, Politics, Government, Public Policy, Leadership
Education
Wake Forest University Graduate School 2015 — 2018
Master of Divinity (M.Div.)
Howard University 2011 — 2015
B.S., Political Science, Business Administration
Howard University
Jesar Shah's Infinity Financial Services Experience November 2012 - May 2013
Job Student @ UC Berkeley
Industry
Experience
Doxa Score June 2015 - August 2015
PwC June 2014 - August 2014
Haas School of Business June 2013 - June 2014
UC Berkeley June 2013 - August 2013
Infinity Financial Services November 2012 - May 2013
Bloomberg Institute May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Mandarin, Data Analysis, Facebook, Python, Java, Leadership, Public Speaking, Photoshop, Research, Social Networking, Event Planning, Microsoft Office, Microsoft Word
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Computer Science
Roseville High School 2009 — 2011
Delhi Private School 2004 — 2009
Doxa Score June 2015 - August 2015
PwC June 2014 - August 2014
Haas School of Business June 2013 - June 2014
UC Berkeley June 2013 - August 2013
Infinity Financial Services November 2012 - May 2013
Bloomberg Institute May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Mandarin, Data Analysis, Facebook, Python, Java, Leadership, Public Speaking, Photoshop, Research, Social Networking, Event Planning, Microsoft Office, Microsoft Word
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Computer Science
Roseville High School 2009 — 2011
Delhi Private School 2004 — 2009
Rebecca S. Lancaster Rebecca S. Lancaster's Infinity Financial Services Experience August 2000 - July 2002
Job Legal Assistant/Clerk at Lauren Engineers & Constructors, Inc.
Industry Legal Services
Experience
Pioneer Credit Counseling May 2009 - September 2014
Home Instead Senior Care October 2004 - January 2008
Infinity Financial Services August 2000 - July 2002
Holmes, Roberts & Owen LLP August 1999 - July 2000
ContiMortgage Corporation August 1998 - November 1998
Ballard Spahr LLP 1995 - 1998
EY 1991 - 1995
Skills
Bankruptcy, Legal Documents, Paralegals, Consumer Credit..., Wills, Student Loans, Estate Planning
Education
St. Joseph's University 1995 — 1998
Bachelor of Science (BS), Legal Studies
The Philadelphia Institute 1992 — 1994
Paralegal Certification, General Law
University of D'Orleans, Orleans, France 1989 — 1990
CED, French Studies
The University of South Dakota 1987 — 1989
English/French
Pioneer Credit Counseling May 2009 - September 2014
Home Instead Senior Care October 2004 - January 2008
Infinity Financial Services August 2000 - July 2002
Holmes, Roberts & Owen LLP August 1999 - July 2000
ContiMortgage Corporation August 1998 - November 1998
Ballard Spahr LLP 1995 - 1998
EY 1991 - 1995
Skills
Bankruptcy, Legal Documents, Paralegals, Consumer Credit..., Wills, Student Loans, Estate Planning
Education
St. Joseph's University 1995 — 1998
Bachelor of Science (BS), Legal Studies
The Philadelphia Institute 1992 — 1994
Paralegal Certification, General Law
University of D'Orleans, Orleans, France 1989 — 1990
CED, French Studies
The University of South Dakota 1987 — 1989
English/French
Jacqueline Tang Jacqueline Tang's Infinity Financial Services Experience January 2010 - July 2011
Job Legal Content and Product Manager at Bridge US
Industry Legal Services
Experience
Bridge US March 2014 - Present
Jackson & Hertogs LLP July 2011 - February 2014
Infinity Financial Services January 2010 - July 2011
Assemblywoman Nancy Skinner of October 2009 - June 2010
Clark Kerr Infant Center January 2008 - January 2010
YWCA August 2009 - December 2009
Skills
MS Office Suite, Strong communication..., Ability to learn how to..., Ability to multi-task..., Baking, Proficient in Chinese, Cooking, Thunderbird, Strong organizational..., Strong leadership skills, Self-teaching CSS/HTML, Microsoft Office, Legal Research, Immigration Law, Legal Assistance, Westlaw, Legal Writing, Employment-based..., U.S. Immigration, Immigration Issues, H-1B, Citizenship, Communication
Education
University of California, Berkeley 2007 — 2010
Bachelor of Arts, Legal Studies
Richard Gahr High School 2002 — 2006
Bridge US March 2014 - Present
Jackson & Hertogs LLP July 2011 - February 2014
Infinity Financial Services January 2010 - July 2011
Assemblywoman Nancy Skinner of October 2009 - June 2010
Clark Kerr Infant Center January 2008 - January 2010
YWCA August 2009 - December 2009
Skills
MS Office Suite, Strong communication..., Ability to learn how to..., Ability to multi-task..., Baking, Proficient in Chinese, Cooking, Thunderbird, Strong organizational..., Strong leadership skills, Self-teaching CSS/HTML, Microsoft Office, Legal Research, Immigration Law, Legal Assistance, Westlaw, Legal Writing, Employment-based..., U.S. Immigration, Immigration Issues, H-1B, Citizenship, Communication
Education
University of California, Berkeley 2007 — 2010
Bachelor of Arts, Legal Studies
Richard Gahr High School 2002 — 2006
Amrit Rai Amrit Rai's Infinity Financial Services Experience July 2008 - October 2009
Job Executive Management and Strategy Consultant
Industry Management Consulting
Experience
U.S. Department of Justice February 2015 - Present
U.S. Department of Justice February 2013 - February 2015
U.S. Department of Justice September 2010 - February 2013
Infinity Financial Services July 2008 - October 2009
Giving Back Promotions January 2008 - July 2008
Lockton Companies July 2007 - December 2007
Skills
Program Management, Process Improvement, Data Analysis, Analysis, Project Management, Research, Leadership, Business Process..., Market Research, Government, Management Consulting, Strategic Planning, Change Management, Business Analysis, Software Documentation, User Interface, Strategy, Operations Management, CRM, Business Intelligence, Management, Training
Education
Georgetown University 2013 — 2014
Master's Degree, Technology Management
University of California, Berkeley 2006 — 2010
Bachelor's Degree, Political Economy of Industrial Societies, South and South East Asian Studies
Edison High School 2002 — 2006
High School
U.S. Department of Justice February 2015 - Present
U.S. Department of Justice February 2013 - February 2015
U.S. Department of Justice September 2010 - February 2013
Infinity Financial Services July 2008 - October 2009
Giving Back Promotions January 2008 - July 2008
Lockton Companies July 2007 - December 2007
Skills
Program Management, Process Improvement, Data Analysis, Analysis, Project Management, Research, Leadership, Business Process..., Market Research, Government, Management Consulting, Strategic Planning, Change Management, Business Analysis, Software Documentation, User Interface, Strategy, Operations Management, CRM, Business Intelligence, Management, Training
Education
Georgetown University 2013 — 2014
Master's Degree, Technology Management
University of California, Berkeley 2006 — 2010
Bachelor's Degree, Political Economy of Industrial Societies, South and South East Asian Studies
Edison High School 2002 — 2006
High School
Andrew W. Beretvas Andrew W. Beretvas's Infinity Financial Services Experience January 2010 - January 2014
Job Salesforce Administrator
Industry Marketing and Advertising
Experience
The Solar Company February 2014 - Present
Infinity Financial Services January 2010 - January 2014
Spud's Pizza May 2003 - July 2009
The Computer Store of Oakland 1980 - 1987
The Computer Store 1980 - 1987
Skills
Investments, Marketing, Strategic Financial..., Business Development, Entrepreneurship, Forecasting, Sales Management, Portfolio Management, Strategy, Financial Analysis, Start-ups, Sales, Leadership, New Business Development, Strategic Planning
Education
Concordia University 1961 — 1969
Associate of Science (A.S.), Social Psychology
The Solar Company February 2014 - Present
Infinity Financial Services January 2010 - January 2014
Spud's Pizza May 2003 - July 2009
The Computer Store of Oakland 1980 - 1987
The Computer Store 1980 - 1987
Skills
Investments, Marketing, Strategic Financial..., Business Development, Entrepreneurship, Forecasting, Sales Management, Portfolio Management, Strategy, Financial Analysis, Start-ups, Sales, Leadership, New Business Development, Strategic Planning
Education
Concordia University 1961 — 1969
Associate of Science (A.S.), Social Psychology
Michael G. Zeiger Michael G. Zeiger's Infinity Financial Services Experience December 2011 - December 2013
Job Financial Advisor
Industry Financial Services
Experience
Telesis Financial 2013 - 2015
Telesis Financial 2013 - 2015
Infinity Financial Services December 2011 - December 2013
SagePoint Financial October 2003 - December 2011
VALIC May 2003 - October 2003
Skills
Investments, Retirement, Small Business, Customer Relations, Retirement Planning, Analysis, Insurance, Securities, Financial Planning, Credit, Customer Service, Budgeting, Risk, Portfolio Management, Requirements Analysis, Estate Planning, Wealth Management, Asset, Compliance, Retirement Income..., Long Term Care, 401k, Annuities, Series 7, Asset Management, Money, Employee Benefits, Mutual Funds, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Budgets, Term Life Insurance, Financial Analysis, Financial Services, Wealth, Marketing, Financial Risk, Asset Allocation, High Net Worth..., Equities, Life Insurance, Mortgage Lending, Investment Advisory, Finance, Risk Management, Wealth Management..., Long-term Care, Asset Managment
Education
The University of Phoenix 2004 — 2006
B.S., Business Management
Field Medical Service School Camp Pendleton, CA 1996 — 1996
Field Medicine
Naval School of Health Sciences San Diego 1993 — 1993
Hospital Corpsman "A" School
Nassau Community College 1988 — 1990
Liberal Arts
Valley Stream South High School 1984 — 1988
Telesis Financial 2013 - 2015
Telesis Financial 2013 - 2015
Infinity Financial Services December 2011 - December 2013
SagePoint Financial October 2003 - December 2011
VALIC May 2003 - October 2003
Skills
Investments, Retirement, Small Business, Customer Relations, Retirement Planning, Analysis, Insurance, Securities, Financial Planning, Credit, Customer Service, Budgeting, Risk, Portfolio Management, Requirements Analysis, Estate Planning, Wealth Management, Asset, Compliance, Retirement Income..., Long Term Care, 401k, Annuities, Series 7, Asset Management, Money, Employee Benefits, Mutual Funds, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Budgets, Term Life Insurance, Financial Analysis, Financial Services, Wealth, Marketing, Financial Risk, Asset Allocation, High Net Worth..., Equities, Life Insurance, Mortgage Lending, Investment Advisory, Finance, Risk Management, Wealth Management..., Long-term Care, Asset Managment
Education
The University of Phoenix 2004 — 2006
B.S., Business Management
Field Medical Service School Camp Pendleton, CA 1996 — 1996
Field Medicine
Naval School of Health Sciences San Diego 1993 — 1993
Hospital Corpsman "A" School
Nassau Community College 1988 — 1990
Liberal Arts
Valley Stream South High School 1984 — 1988
Austin Jett Austin Jett's Infinity Financial Services Experience April 2011 - May 2012
Job Financial Consultant at AXA Advisors (AXA US)
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Chimera Securities June 2012 - July 2013
Independent May 2011 - May 2013
Jett Bee Removal July 2008 - January 2013
Infinity Financial Services April 2011 - May 2012
Real Estate Financial, LLC July 2010 - January 2011
Eco Y Eco (Ecological & Economical) June 2009 - August 2009
Skills
Investments, Equities, Portfolio Management, Fixed Income, Trading, Securities, Alternative Investments, Technical Analysis, Finance, Options, Wealth Management, Strategic Financial..., Estate Planning..., Tax-advantaged..., Annuity Services, Insurance Strategies
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
University of California, Berkeley 2007 — 2012
Double Major, B.A. Economics, B.S. Business
AXA Advisors October 2013 - Present
Chimera Securities June 2012 - July 2013
Independent May 2011 - May 2013
Jett Bee Removal July 2008 - January 2013
Infinity Financial Services April 2011 - May 2012
Real Estate Financial, LLC July 2010 - January 2011
Eco Y Eco (Ecological & Economical) June 2009 - August 2009
Skills
Investments, Equities, Portfolio Management, Fixed Income, Trading, Securities, Alternative Investments, Technical Analysis, Finance, Options, Wealth Management, Strategic Financial..., Estate Planning..., Tax-advantaged..., Annuity Services, Insurance Strategies
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
University of California, Berkeley 2007 — 2012
Double Major, B.A. Economics, B.S. Business
Shannon Lincoln Shannon Lincoln's Infinity Financial Services Experience August 2011 - October 2011
Job Loan Officer at Mutual First Federal Credit Union
Industry Real Estate
Experience
Mutual First Federal Credit Union May 2012 - Present
WestStar Mortgage November 2011 - May 2012
Infinity Financial Services August 2011 - October 2011
CB Logistics December 2010 - August 2011
Skills
Licensed MLO, Mortgage, Loans, Options, VA, FHA, Conventional, USDA, 203K Loans, Mortgage Lending
Education
DMACC 2002 — 2004
AAS, Civil Engineering Technology Program
Rasmussen College 1990 — 1992
Certificate, Legal
Boone High School 1985 — 1989
Diploma, General
Mutual First Federal Credit Union May 2012 - Present
WestStar Mortgage November 2011 - May 2012
Infinity Financial Services August 2011 - October 2011
CB Logistics December 2010 - August 2011
Skills
Licensed MLO, Mortgage, Loans, Options, VA, FHA, Conventional, USDA, 203K Loans, Mortgage Lending
Education
DMACC 2002 — 2004
AAS, Civil Engineering Technology Program
Rasmussen College 1990 — 1992
Certificate, Legal
Boone High School 1985 — 1989
Diploma, General
Shaun Pezman's Infinity Financial Services Experience May 2010 - September 2010
Job Entrepreneur
Industry Financial Services
Experience
The Surfere's Journal February 2012 - Present
Montage Hotels June 2009 - January 2012
Stifel Financial Corp. January 2011 - August 2011
Infinity Financial Services May 2010 - September 2010
Surf School June 2005 - August 2008
Skills
Entrepreneurship, Marketing Strategy, Training, Budgets, Accounting, Sales, Leadership, Inventory Management
Education
San Diego State University-California State University 2009 — 2011
Bachelors, Financial Services
Richmond University LondonJanurary2008
Point Loma Nazarene University August 2006
The Surfere's Journal February 2012 - Present
Montage Hotels June 2009 - January 2012
Stifel Financial Corp. January 2011 - August 2011
Infinity Financial Services May 2010 - September 2010
Surf School June 2005 - August 2008
Skills
Entrepreneurship, Marketing Strategy, Training, Budgets, Accounting, Sales, Leadership, Inventory Management
Education
San Diego State University-California State University 2009 — 2011
Bachelors, Financial Services
Richmond University LondonJanurary2008
Point Loma Nazarene University August 2006
Eugene Gurevich, CRPC® Eugene Gurevich, CRPC®'s Infinity Financial Services Experience March 2012 - Present
Job Financial Advisor at Infinity Financial Services
Industry Financial Services
Experience
Infinity Financial Services March 2012 - Present
Infinity Financial Services March 2012 - Present
Morgan Stanley Smith Barney May 2010 - March 2012
Fiscal Fitness on KFAX AM 1100 November 2010 - February 2011
Associates In Excellence/ Advanced Equities Pension Services March 2009 - April 2010
Bank of America August 2007 - March 2009
Inventigo January 2002 - July 2007
PricewaterhouseCoopers June 2006 - August 2006
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 7, Retirement
Education
University of California, Santa Cruz 2003 — 2007
B.A. w/ minor in Mathematics, Business Management Economics (Finance and Accounting)
Campolindo HS 1999 — 2003
Infinity Financial Services March 2012 - Present
Infinity Financial Services March 2012 - Present
Morgan Stanley Smith Barney May 2010 - March 2012
Fiscal Fitness on KFAX AM 1100 November 2010 - February 2011
Associates In Excellence/ Advanced Equities Pension Services March 2009 - April 2010
Bank of America August 2007 - March 2009
Inventigo January 2002 - July 2007
PricewaterhouseCoopers June 2006 - August 2006
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 7, Retirement
Education
University of California, Santa Cruz 2003 — 2007
B.A. w/ minor in Mathematics, Business Management Economics (Finance and Accounting)
Campolindo HS 1999 — 2003
Cole Boren Cole Boren's Infinity Financial Services Experience August 1997 - July 1999
Job HomeBridge Financial Services, Inc.
Industry Financial Services
Experience
HomeBridge Financial Services, Inc. August 2014 - Present
Castle & Cooke Mortgage, LLC February 2009 - August 2014
Aspen Mortgage, LLC December 2001 - September 2008
Atherton Mortgage, Inc. August 1999 - November 2001
Infinity Financial Services August 1997 - July 1999
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, VA loans, Strategic Planning, Residential Mortgages, Loans, FHA financing, Loan Origination, Short Sales, USDA, REO, Foreclosures, Government Loans, Reverse Mortgages, Certified Mortgage..., Construction Loans, Credit, Real Estate Financing, Mortgage Underwriting, Home Equity Lines of..., First Time Home Buyers, Credit Analysis, Home Equity Loans, Mortgage Marketing, Real Estate Economics, HUD, Rates, Investment Properties, Loss Mitigation, Underwriting, Financial Structuring, Property Flipping, FHA Financing, VA Loans
Education
Brigham Young University 1995 — 2000
Bachelors, Economics
Steamboat Springs High School 1990 — 1994
High School Diploma
HomeBridge Financial Services, Inc. August 2014 - Present
Castle & Cooke Mortgage, LLC February 2009 - August 2014
Aspen Mortgage, LLC December 2001 - September 2008
Atherton Mortgage, Inc. August 1999 - November 2001
Infinity Financial Services August 1997 - July 1999
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, VA loans, Strategic Planning, Residential Mortgages, Loans, FHA financing, Loan Origination, Short Sales, USDA, REO, Foreclosures, Government Loans, Reverse Mortgages, Certified Mortgage..., Construction Loans, Credit, Real Estate Financing, Mortgage Underwriting, Home Equity Lines of..., First Time Home Buyers, Credit Analysis, Home Equity Loans, Mortgage Marketing, Real Estate Economics, HUD, Rates, Investment Properties, Loss Mitigation, Underwriting, Financial Structuring, Property Flipping, FHA Financing, VA Loans
Education
Brigham Young University 1995 — 2000
Bachelors, Economics
Steamboat Springs High School 1990 — 1994
High School Diploma
Lillian Sun Lillian Sun's Infinity Financial Services Experience October 2007 - May 2009
Job Manager at Cisco Meraki
Industry Information Technology and Services
Experience
Cisco Meraki September 2015 - Present
Visa March 2015 - August 2015
Visa September 2012 - February 2015
Visa June 2011 - September 2012
KPMG October 2009 - May 2011
Infinity Financial Services October 2007 - May 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Internal Audit, Auditing, IT Audit, Data Analysis, Microsoft Excel, Risk Assessment, Mandarin, Project Management, Accounting, SAS70, Business Process..., PowerPoint, Business Process, Information Technology, SDLC, Enterprise Risk..., Business Continuity, FCPA, Due Diligence, Vendor Management, Supplier Risk Management, Oracle Discoverer, Oracle Applications, Project Planning, Reporting & Analysis, TeamMate, Marketing Compliance, Compliance, Anti-bribery
Education
University of California, Berkeley 2005 — 2009
BA, Political Economy
Cisco Meraki September 2015 - Present
Visa March 2015 - August 2015
Visa September 2012 - February 2015
Visa June 2011 - September 2012
KPMG October 2009 - May 2011
Infinity Financial Services October 2007 - May 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Internal Audit, Auditing, IT Audit, Data Analysis, Microsoft Excel, Risk Assessment, Mandarin, Project Management, Accounting, SAS70, Business Process..., PowerPoint, Business Process, Information Technology, SDLC, Enterprise Risk..., Business Continuity, FCPA, Due Diligence, Vendor Management, Supplier Risk Management, Oracle Discoverer, Oracle Applications, Project Planning, Reporting & Analysis, TeamMate, Marketing Compliance, Compliance, Anti-bribery
Education
University of California, Berkeley 2005 — 2009
BA, Political Economy
Elaine Chang Elaine Chang's Infinity Financial Services Experience September 2010 - January 2011
Job Senior Associate in Social Analytics at PwC
Industry Management Consulting
Experience
PricewaterhouseCoopers August 2012 - Present
Marketbridge Consulting May 2011 - August 2011
Berkeley Food and Housing Project August 2009 - May 2011
Infinity Financial Services September 2010 - January 2011
United Commercial Bank June 2009 - August 2009
Skills
Mandarin, Data Analysis, Microsoft Excel, Event Planning, Microsoft Office, Community Outreach, Nonprofits, Fundraising, PowerPoint, Research, Analysis, Social Media, Management Consulting
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
PricewaterhouseCoopers August 2012 - Present
Marketbridge Consulting May 2011 - August 2011
Berkeley Food and Housing Project August 2009 - May 2011
Infinity Financial Services September 2010 - January 2011
United Commercial Bank June 2009 - August 2009
Skills
Mandarin, Data Analysis, Microsoft Excel, Event Planning, Microsoft Office, Community Outreach, Nonprofits, Fundraising, PowerPoint, Research, Analysis, Social Media, Management Consulting
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
Jacqueline Xu Jacqueline Xu's Infinity Financial Services Experience November 2011 - December 2012
Job Software Engineer at Stripe
Industry Computer Software
Experience
Stripe June 2015 - Present
Palantir Technologies June 2014 - August 2014
Hidden River, LLC June 2013 - August 2013
Meograph January 2013 - January 2013
Infinity Financial Services November 2011 - December 2012
Steps Academy August 2010 - August 2011
Skills
JavaScript, HTML, Java, Python, Data Analysis, Photoshop, Research
Education
University of California, Berkeley 2011 — 2015
B.A., Computer Science
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
B.S., Business Adminstration
Arcadia High School 2007 — 2011
Stripe June 2015 - Present
Palantir Technologies June 2014 - August 2014
Hidden River, LLC June 2013 - August 2013
Meograph January 2013 - January 2013
Infinity Financial Services November 2011 - December 2012
Steps Academy August 2010 - August 2011
Skills
JavaScript, HTML, Java, Python, Data Analysis, Photoshop, Research
Education
University of California, Berkeley 2011 — 2015
B.A., Computer Science
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
B.S., Business Adminstration
Arcadia High School 2007 — 2011
Alexander Vu's Infinity Financial Services Experience February 2015 - Present
Job Social Media Coordinator at Infinity Financial Services
Industry Financial Services
Experience
Infinity Financial Services February 2015 - Present
East Bay Academy June 2014 - Present
Associated Students of the University of California January 2015 - June 2015
Congressman Eric Swalwell June 2012 - January 2015
CliniOps June 2013 - November 2014
The Junior Statesmen Foundation August 2013 - August 2014
JusCollege June 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Research, Teamwork, Social Media, Public Speaking, Facebook, Social Media Marketing, Social Networking, Marketing, Event Planning, Leadership, Fundraising
Education
University of California, Berkeley 2014 — 2018
Economics, Business, Political Science, Freshman
Dougherty Valley High School 2009 — 2014
High School Diploma
Infinity Financial Services February 2015 - Present
East Bay Academy June 2014 - Present
Associated Students of the University of California January 2015 - June 2015
Congressman Eric Swalwell June 2012 - January 2015
CliniOps June 2013 - November 2014
The Junior Statesmen Foundation August 2013 - August 2014
JusCollege June 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Research, Teamwork, Social Media, Public Speaking, Facebook, Social Media Marketing, Social Networking, Marketing, Event Planning, Leadership, Fundraising
Education
University of California, Berkeley 2014 — 2018
Economics, Business, Political Science, Freshman
Dougherty Valley High School 2009 — 2014
High School Diploma
Sharon Yea Joo Lee Sharon Yea Joo Lee's Infinity Financial Services Experience August 2013 - May 2014
Job Business Analyst at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Ice Chamber Athletic Performance Center January 2015 - August 2015
Deloitte Consulting LLP June 2014 - August 2014
Optimir Consulting October 2012 - August 2014
Infinity Financial Services August 2013 - May 2014
University of California, Berkeley, Haas School of Business September 2012 - September 2013
Coaching Corps January 2012 - May 2013
Skills
PowerPoint, Research, Public Speaking, Customer Service, Microsoft Excel, Microsoft Word, Data Analysis, Marketing, Youth Mentoring, Strategic Planning, Sports Coaching, Youth Ministry, Program Management, Leadership Development, Fundraising, Nonprofits, Office Management, HR Transformation, Event Planning, Management, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Economics
University of Cambridge 2013 — 2013
4.0
Ruben S. Ayala High School 2008 — 2011
Deloitte August 2015 - Present
Ice Chamber Athletic Performance Center January 2015 - August 2015
Deloitte Consulting LLP June 2014 - August 2014
Optimir Consulting October 2012 - August 2014
Infinity Financial Services August 2013 - May 2014
University of California, Berkeley, Haas School of Business September 2012 - September 2013
Coaching Corps January 2012 - May 2013
Skills
PowerPoint, Research, Public Speaking, Customer Service, Microsoft Excel, Microsoft Word, Data Analysis, Marketing, Youth Mentoring, Strategic Planning, Sports Coaching, Youth Ministry, Program Management, Leadership Development, Fundraising, Nonprofits, Office Management, HR Transformation, Event Planning, Management, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Economics
University of Cambridge 2013 — 2013
4.0
Ruben S. Ayala High School 2008 — 2011
Anthony Lugo Anthony Lugo's Infinity Financial Services Experience May 2012 - December 2012
Job Paraplanner at Polaris Wealth Advisers, LLC
Industry Financial Services
Experience
Polaris Wealth Advisers, LLC January 2014 - Present
Spectrum Wealth Partners July 2013 - September 2013
Morgan Stanley Wealth Management March 2013 - April 2013
Infinity Financial Services May 2012 - December 2012
H&M September 2011 - December 2012
Skills
Finance, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Analysis, Team Leadership, Leadership
Education
San Diego State University-California State University 2011 — 2012
Bachelor of Science (BS), Financial Services
Las Positas College
Polaris Wealth Advisers, LLC January 2014 - Present
Spectrum Wealth Partners July 2013 - September 2013
Morgan Stanley Wealth Management March 2013 - April 2013
Infinity Financial Services May 2012 - December 2012
H&M September 2011 - December 2012
Skills
Finance, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Analysis, Team Leadership, Leadership
Education
San Diego State University-California State University 2011 — 2012
Bachelor of Science (BS), Financial Services
Las Positas College
Amanda Chin's Infinity Financial Services Experience January 2011 - May 2012
Job M&A Transaction Services at KPMG
Industry Financial Services
Experience
KPMG August 2014 - Present
Apple May 2012 - August 2012
Infinity Financial Services January 2011 - May 2012
Skills
Data Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Mandarin, Event Planning, Financial Modeling
Education
University of California, Berkeley 2010 — 2014
Bachelor’s Degree, Business Administration, Graduated with honors
KPMG August 2014 - Present
Apple May 2012 - August 2012
Infinity Financial Services January 2011 - May 2012
Skills
Data Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Mandarin, Event Planning, Financial Modeling
Education
University of California, Berkeley 2010 — 2014
Bachelor’s Degree, Business Administration, Graduated with honors
Jennifer Park Jennifer Park's Infinity Financial Services Experience February 2013 - April 2015
Job Management Consulting Analyst at Accenture
Industry Financial Services
Experience
Accenture April 2014 - Present
Infinity Financial Services February 2013 - April 2015
Deloitte & Touche LLP June 2014 - August 2014
Deloitte & Touche LLP July 2014 - July 2014
PwC June 2013 - June 2013
Skills
Project Management, FINRA, AML, Compliance, QuickBooks, Microsoft Excel, Stata, Morningstar, Data Management, Website Development, Auditing, Management, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Research
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
Monte Vista High School 2007 — 2011
Accenture April 2014 - Present
Infinity Financial Services February 2013 - April 2015
Deloitte & Touche LLP June 2014 - August 2014
Deloitte & Touche LLP July 2014 - July 2014
PwC June 2013 - June 2013
Skills
Project Management, FINRA, AML, Compliance, QuickBooks, Microsoft Excel, Stata, Morningstar, Data Management, Website Development, Auditing, Management, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Research
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
Monte Vista High School 2007 — 2011
Eunice Ahn's Infinity Financial Services Experience June 2014 - June 2015
Job Constantly curious.
Industry
Experience
Infinity Financial Services June 2014 - June 2015
Berkeley Phi Beta Lambda February 2015 - May 2015
Associated Students of the University of California August 2013 - May 2014
Paris Baguette June 2013 - August 2013
Skills
Photoshop, Digital Photography, Social Networking, Event Planning, Management, Leadership, Data Analysis, Social Media, Marketing, Social Media Marketing, Microsoft Office, Finance, Fundraising
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S.), Business Administration
University of Sussex 2015 — 2015
Sunny Hills High School 2009 — 2013
Infinity Financial Services June 2014 - June 2015
Berkeley Phi Beta Lambda February 2015 - May 2015
Associated Students of the University of California August 2013 - May 2014
Paris Baguette June 2013 - August 2013
Skills
Photoshop, Digital Photography, Social Networking, Event Planning, Management, Leadership, Data Analysis, Social Media, Marketing, Social Media Marketing, Microsoft Office, Finance, Fundraising
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S.), Business Administration
University of Sussex 2015 — 2015
Sunny Hills High School 2009 — 2013
Kathleen Yi's Infinity Financial Services Experience September 2014 - March 2015
Job EndtoEnd Planning Intern at Levi Strauss & Co.
Industry
Experience
Levi Strauss & Co. June 2015 - August 2015
Infinity Financial Services September 2014 - March 2015
PointsHound June 2013 - February 2014
Berkeley Sourcing Group February 2013 - August 2013
University of California, Berkeley, Haas School of Business February 2013 - May 2013
California Public Interest Research Group September 2012 - December 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Research, Event Planning, Social Networking, Community Outreach, Editing, WordPress, Laserfiche, Google Analytics, Data Analysis, SAP, SAS, Tableau
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
University of Cambridge 2014 — 2014
Levi Strauss & Co. June 2015 - August 2015
Infinity Financial Services September 2014 - March 2015
PointsHound June 2013 - February 2014
Berkeley Sourcing Group February 2013 - August 2013
University of California, Berkeley, Haas School of Business February 2013 - May 2013
California Public Interest Research Group September 2012 - December 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Research, Event Planning, Social Networking, Community Outreach, Editing, WordPress, Laserfiche, Google Analytics, Data Analysis, SAP, SAS, Tableau
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
University of Cambridge 2014 — 2014
Aire Redtree Aire Redtree's Infinity Financial Services Experience September 2008 - November 2009
Job Direct Energy Consultant at Solar City
Industry Renewables & Environment
Experience
Solar City February 2014 - Present
HER Music December 1997 - Present
Complete Solar Solution May 2011 - June 2013
Sungevity February 2011 - July 2011
Kelly Mortgage and Realty August 2006 - January 2011
Kelly Mortgage and Realty August 2006 - January 2011
Infinity Financial Services September 2008 - November 2009
Infinity Financial Services February 2008 - November 2009
Mutual Bancorp March 2004 - August 2006
New Earth Capital April 2005 - February 2006
Skills
Loans, Marketing, Loan Origination, Solar Energy, Mortgage Lending, Renewable Energy, Financial Analysis, Sales, Management, Refinance, Real Estate, Lead Generation, Sustainable Energy, Photovoltaics, Alternative Energy, Customer Service, Start-ups
Education
Solar Energy Institute 2011 — 2011
Record of Completion, RE 100: Introduction to Renewable energy
Solar Living Institute 2011 — 2011
Certificate, PV Solar Sales Fundamentals
University of Iowa
Solar City February 2014 - Present
HER Music December 1997 - Present
Complete Solar Solution May 2011 - June 2013
Sungevity February 2011 - July 2011
Kelly Mortgage and Realty August 2006 - January 2011
Kelly Mortgage and Realty August 2006 - January 2011
Infinity Financial Services September 2008 - November 2009
Infinity Financial Services February 2008 - November 2009
Mutual Bancorp March 2004 - August 2006
New Earth Capital April 2005 - February 2006
Skills
Loans, Marketing, Loan Origination, Solar Energy, Mortgage Lending, Renewable Energy, Financial Analysis, Sales, Management, Refinance, Real Estate, Lead Generation, Sustainable Energy, Photovoltaics, Alternative Energy, Customer Service, Start-ups
Education
Solar Energy Institute 2011 — 2011
Record of Completion, RE 100: Introduction to Renewable energy
Solar Living Institute 2011 — 2011
Certificate, PV Solar Sales Fundamentals
University of Iowa
Greg Hanshew's Infinity Financial Services Experience October 2014 - Present
Job Personal Financial Advisor
Industry Financial Services
Experience
Infinity Financial Services October 2014 - Present
First Financial Equity Corporation November 2012 - October 2013
SLINGSHOT LIMITED January 2010 - November 2012
LPL Financial January 2006 - January 2010
WALNUT STREET SECURITIES January 1998 - January 2006
American Express Financial Advisors January 1995 - January 1998
American Express January 1995 - January 1998
Skills
Fixed Annuities, Financial Advisory, Strategic Financial..., Financial Services, Finance, Investments, Start-ups, Investment Advisory, Mutual Funds, Series 63, Strategy, Retirement, Retirement Planning, Series 7
Education
Metropolitan State University 1997 — 1998
CFP, Finance
EHS
Infinity Financial Services October 2014 - Present
First Financial Equity Corporation November 2012 - October 2013
SLINGSHOT LIMITED January 2010 - November 2012
LPL Financial January 2006 - January 2010
WALNUT STREET SECURITIES January 1998 - January 2006
American Express Financial Advisors January 1995 - January 1998
American Express January 1995 - January 1998
Skills
Fixed Annuities, Financial Advisory, Strategic Financial..., Financial Services, Finance, Investments, Start-ups, Investment Advisory, Mutual Funds, Series 63, Strategy, Retirement, Retirement Planning, Series 7
Education
Metropolitan State University 1997 — 1998
CFP, Finance
EHS
Alexa Donovan's Infinity Financial Services Experience February 2009 - May 2011
Job Forensics Advisory Senior Associate PwC, CPA
Industry Financial Services
Experience
PwC June 2014 - Present
PwC August 2011 - June 2014
Infinity Financial Services February 2009 - May 2011
PwC June 2010 - August 2010
Ford Motor Company August 2008 - December 2008
Kratos Defense and Security Solutions June 2008 - August 2008
Skills
Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS, Business Administration
PwC June 2014 - Present
PwC August 2011 - June 2014
Infinity Financial Services February 2009 - May 2011
PwC June 2010 - August 2010
Ford Motor Company August 2008 - December 2008
Kratos Defense and Security Solutions June 2008 - August 2008
Skills
Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS, Business Administration
Bill Monsted's Infinity Financial Services Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Infinity Financial Services July 2014 - Present
Harger and Company February 1991 - April 2014
Education
University of New Orleans 1983 — 1985
Master of Arts (M.A.), English Language and Literature, General
Sonoma State University School of Business and Economics 1981 — 1983
Management Studies, Business/Commerce, General
Tulane University 1973 — 1975
Bachelor of Arts (B.A.), English Language and Literature, General
Woodberry Forest School 1968 — 1971
High School
Infinity Financial Services July 2014 - Present
Harger and Company February 1991 - April 2014
Education
University of New Orleans 1983 — 1985
Master of Arts (M.A.), English Language and Literature, General
Sonoma State University School of Business and Economics 1981 — 1983
Management Studies, Business/Commerce, General
Tulane University 1973 — 1975
Bachelor of Arts (B.A.), English Language and Literature, General
Woodberry Forest School 1968 — 1971
High School
Amanda Gresham's Infinity Financial Services Experience October 2014 - August 2015
Job Research and Business Analysis Professional
Industry Financial Services
Experience
Infinity Financial Services October 2014 - August 2015
Sacramento River Cats March 2010 - September 2010
Skills
Data Analysis, Financial Analysis, Economics, Quantitative Research, Microsoft Office, Microsoft Excel, Business Analysis, Competitive Analysis, Customer Service, Management, Research, Teamwork, Market Research, Analysis, Business Strategy, Finance, PowerPoint, Leadership, Marketing Strategy, Marketing, Analytics, Operations Management, Regression Analysis, Strategic Planning
Education
California State University-East Bay 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Sacramento 2009 — 2012
Bachelor's degree, Economics
Infinity Financial Services October 2014 - August 2015
Sacramento River Cats March 2010 - September 2010
Skills
Data Analysis, Financial Analysis, Economics, Quantitative Research, Microsoft Office, Microsoft Excel, Business Analysis, Competitive Analysis, Customer Service, Management, Research, Teamwork, Market Research, Analysis, Business Strategy, Finance, PowerPoint, Leadership, Marketing Strategy, Marketing, Analytics, Operations Management, Regression Analysis, Strategic Planning
Education
California State University-East Bay 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Sacramento 2009 — 2012
Bachelor's degree, Economics