Investment Advisors International, Inc.
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11 Investment Advisors International, Inc. employees in database. Find out everything there's to know about Investment Advisors International, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Investment Advisors International, Inc. Employees
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. March 2010 - December 2011
World Group Securities June 2006 - December 2011
General Atomics January 1999 - October 2006
Operaciones Especiales Argentinas 1985 - 1997
Education
University of Redlands 2003 — 2005
MBA
The Institute of Economic and Political Studies - Cambridge 2004 — 2004
Economics
University of Phoenix 2001 — 2003
BSBA
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. August 2010 - January 2012
Genesis Financial Partners January 2010 - August 2010
Magnolia Financial Advisors, LLC July 2005 - December 2009
American Wealth Management December 1996 - December 2009
Raymond James July 1994 - December 1996
Prudential Financial June 1992 - July 1994
The Bear Stearns Companies, Inc. August 1989 - June 1992
Sherwood Capital, Inc. December 1986 - July 1989
Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investment Advisory, Investments, Financial Services, Mutual Funds, IRAs, Series 7, Series 63, Financial Advisory, 401k Rollovers, Securities, 401k, FINRA, Small Business, Life Insurance, Investment Strategies, Insurance, Roth IRA, Wealth, Long-term Care, Term Life Insurance, Leadership, Employee Benefits, Series 6, Pensions, Variable Annuities, Personal Finance, Wealth Accumulation, Variable Products, Long Term Care Insurance, Bonds, Disability Insurance, Finance, ETFs, Asset Allocation, Variable Life, Build 401k, Team Building, Team Leadership, Retirement Plan..., Retirement Income..., Retirement Solutions, Third Party Money..., Equity Indexed Annuities, Universal Life, Fee Based Accounts
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1986
BBA
Emory University 1982 — 1984
AA
Hialeah Miami Lakes Senior High 1979 — 1982
High School Diploma
Transamerica January 2012 - Present
Axianta Financial Partners, Inc. December 2007 - Present
Investment Advisors International, Inc. October 2009 - January 2012
World Group Securities, Inc. January 2009 - January 2012
Skills
Retirement Planning, Education IRAs, Mutual Funds, Fixed Indexed Annuities, Variable Annuities, 401k Rollovers, Risk Management, Term Life Insurance, Life Insurance, 401k, Long Term Care Insurance, Managed Acounts, 529 College Plans, Business Retirement..., Financial Services, LTC riders, Debt Settlement, Group Benefit Plans, Entrepreneurship, Creativity Skills, Non-fiction Writer, Trade Show marketing, Clinical Hypnosis, Photoshop, WordPerfect, Adobe Acrobat
Education
California State University-Northridge 2007 — 2007
Tseng College of Extended Learning - Certificate, Real Estate and Property Appraisal, A
Huntington Pacific University 2002 — 2002
Certificate - Certified Clinical Hypnotherapist, Hypnotherapy/Hypnotherapist, A
School of Hard Knocks - Practical self education through self employment 1991 — 2005
Self education through self employment., Neon Art, Signs, Graphic Arts & Photography, Advertising communication, sales and marketing
Western College of Telecommunication 1985 — 1985
Certificate, Telecommunications Technology/Technician, A+
Los Angeles Pierce College 1980 — 1981
Fine/Studio Arts, General
Reseda High School 1974 — 1977
Diploma, Art/Art Studies, Photography, A
Alameda Financial Group November 2014 - Present
The Phoenix Group, A Management Consultancy March 1994 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - November 2014
GSJHCC March 2011 - October 2013
Investment Advisors International, Inc. February 2009 - January 2012
Greater San Jose Hispanic Chamber of Commerce 2006 - 2010
Pacific Harvest Seafoods 1997 - 2007
Houlihan Valuation Advisors 2000 - 2004
Skills
Business Development, Strategic Planning, Technical Writing, Strategic Financial..., Project Portfolio..., Project Finance, Business Process..., MS Project, Start-ups, Strategy, Business Valuation, Activity Based..., Balanced Scorecard, Management Consulting, Supply Chain Consulting, Financial Services, Leadership, Risk Management, Executive Management, Finance, Financial Advisory, Investments, Project Management, Venture Capital, Management, Valuation, Financial Risk, Retirement Planning, Securities, Project and Business..., Entrepreneurship, Mutual Funds
Education
Santa Clara University 1973 — 1976
BA (Honors), Philosophy
Stanford University
Philosophy
Transamerica Finanical Advisors Inc., Transamerica Finanicial Group Division January 2012 - Present
Investment Advisors International, Inc. June 2011 - January 2012
Financial Leadership Advisors, Inc. September 2009 - June 2011
Maler Santo, Inc. June 1998 - February 2011
Utah Valley University January 1993 - April 1998
Skills
Investments, Securities, Financial Advisory, FINRA, Finance, Fixed Annuities, Mutual Funds, 401k, Strategic Financial..., Retirement, Estate Planning, IRAs, Wealth Management
Education
Brigham Young University 1983 — 1987
BS, History
Christiana High School 1975 — 1978
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
Investment Advisors International, Inc. October 2011 - January 2012
World Group Securities, Inc. March 2009 - January 2012
City of Corona July 2003 - February 2010
Education
California Baptist University
Organizational Leadership
Centaurus Financial® September 2010 - Present
Investment Advisors International, Inc. January 2008 - August 2010
WGS, Inc. June 2003 - August 2010
Education
The American College 2003 — 2004
CFP® Certification Curriculum
Brigham Young University 1996 — 1999
BA, Business Management--Finance
Brigham Young University 1993 — 1994
BA, Business Management - Finance
Cetera Financial Specialists June 2013 - Present
Mitchel, Smith & Associates October 1998 - Present
Altus Economics, Inc. 2005 - Present
Transamerica Financial Advisors, Inc. TFG Division January 2012 - June 2013
Investment Advisors International, Inc. December 2007 - January 2012
Internal Revenue Service July 1978 - December 1998
Skills
Portfolio Management, Wealth, 401k, Retirement Planning, Investments, IRAs, Small Business, Finance, Tax, Valuation
Education
University of California, Los Angeles 1973 — 1977
BA, Political Science
California State University-Long Beach 1978 — 1981
Transamerica Financial Group a Division of Transamerica Financial Advisors, Inc. January 2012 - Present
Investment Advisors International, Inc. January 2012 - January 2012
Skills
Investments, Retirement Planning, Fixed Annuities, 401k, IRAs, Retirement, Mutual Funds, Wealth Management, Financial Advisory, Series 63, Series 6, Investment Advisory, Variable Annuities, Financial Planners, Series 65, Strategic Financial..., Life Insurance, Securities, Long-term Care, Estate Planning, Insurance
Education
Butler University 1968 — 1971
MA of Education, Elementary Education
IMG 1999 - December 2014
Investment Advisors International, Inc. 1993 - 1999
Skills
Insurance, Risk Management, Management, Budgets, Leadership, Financial Risk, Finance, Contract Negotiation, Mergers & Acquisitions, Negotiation, Microsoft Excel, Business Strategy, Property & Casualty..., Financial Analysis, Event Planning, Marketing, Strategy, Due Diligence, Property, Microsoft Word, Liability, Commercial Insurance, Professional Liability, General Insurance, Casualty Insurance, Property Insurance, Directors & Officers..., Employment Practices..., Workers Compensation, Automobile Liability, Umbrella Insurance, Corporate Risk, Legal Liability, Claims Management, claim, Crime Insurance, Contractual Risk..., International Insurance, Risk Assessment
Education
Kent State University - Graduate School of Management
Master of Business Administration (M.B.A.)
Kent State University
Bachelor of Science (BSc), Education
Oberlin College
Liberal Arts and Sciences/Liberal Studies
World Financial Group (WFG) March 2012 - Present
World Financial Group (WFG) October 2010 - September 2012
World Financial Group January 2010 - October 2010
Investment Advisors International, Inc. February 2008 - January 2010
WFG Reinsurance Limited February 2007 - October 2008
Investment Advisors International January 2006 - February 2008
Beijing DaFu Insurance Company May 2005 - October 2006
World Financial Group February 2005 - June 2006
World Group Securities, Inc. June 2002 - February 2005
World Group Securities, Inc. August 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Securities, Financial Services, Insurance, Asset Managment, Wealth Management, Portfolio Management, Financial Analysis, Series 7, Strategic Planning, Investment Advisory, 401k, Strategic Partnerships, Start-ups, Leadership, Small Business, Retirement, Financial Advisory, Executive Management, Financial Planning, Management, Finance, Marketing, Risk Management, Team Building, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1997
BBA, Finance