IRA Services Trust Company

Description

Address: 1160 Industrial Rd #1, San Carlos, CA 94070 Hours: Open ⋅ Closes 5PM Monday7AM–5PMTuesday7AM–5PMWednesday7AM–5PMThursday7AM–5PMFriday7AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 248-8447: : Place name: : : Category: : : Website: Website: https://www.iraservicestrust.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (6)

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IRA Services Trust Company Employees

Employee
Years
Job
Industry
Ignacio de Souza Ignacio de Souza San Francisco Bay Area Details
Ignacio de Souza's IRA Services Trust Company Experience November 2012 - Present
Job Sr Investment Representative at IRA Services Trust Company
Industry Financial Services
Experience
IRA Services Trust Company   November 2012 - Present
PENSCO Trust Company  1997 - Present
San Francisco Superior Court  1996 - 1997

Skills
Forecasting, Mergers, Budgets, Outlook, Project Management, Team Building, Business Strategy, Marketing, Market Research, Negotiation, Investments, Derivatives, Securities, Wealth Management, General Administrative..., Real Estate Regulations..., Financial Regulations &..., Investment Regulations..., Hedge Fund Management, Alternative Investments, Mutual Fund & Brokerage..., IRA Wealth Management, Transactional Review, Research & Analysis, Due Diligence, Document Management, Customer Service, Process Improvement, Third Party..., Excellent Computer..., Microsoft Office, Accounting, Hedge Funds, Mergers & Acquisitions, Analysis, IRAs, Asset Management, Real Estate, Finance, Investment Properties, Portfolio Management, Banking, Financial Analysis, Real Estate Transactions, Account Reconciliation, REO

Education
San Francisco State University   1992 — 1997
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General

Lincoln University (CA)   1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting

Dolores Velasquez Dolores Velasquez Redwood City, California Details
Dolores Velasquez's IRA Services Trust Company Experience April 2013 - Present
Job Document Processing Supervisor at IRA Services Trust Company
Industry Insurance
Experience
IRA Services Trust Company   April 2013 - Present
Business Professional Insurance Associates   2011 - 2012
SOURCECORP  January 1997 - February 2011

Skills
Electronic Document..., Employee Training, Business Process..., Quality Auditing, Performance Management, Process Improvement

Education
West Valley-Mission College   2006 — 2007
Insurance Billing & Coding

Evergreen Valley College   2005 — 2006
Business Administration and Management, General

Christopher Yancey Christopher Yancey Atherton, California Details
Christopher Yancey's IRA Services Trust Company Experience June 2014 - August 2014
Job Student at Purdue University
Industry
Experience
IRA Services Trust Company   June 2014 - August 2014
Samuel Sinnott and Company   June 2013 - August 2013
Menlo Atherton Little League   February 2009 - May 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Management, Leadership, Public Speaking, Customer Service

Education
Purdue University   2014 — 2018
Agricultural Economics/Communications

Junipero Serra High School, San Mateo, CA   2010 — 2014
High School Diploma, 3.45 GPA

Todd Yancey Todd Yancey Atherton, California Details
Todd Yancey's IRA Services Trust Company Experience August 2013 - Present
Job VP of Sales / Board Member / Advisor
Industry Computer Software
Experience
IRA Services Trust Company   August 2013 - Present
SAP  May 2013 - Present
IBM Corporation  January 2009 - April 2013
Vovici  December 2007 - December 2008
Instantis (acquired by Oracle)   May 2002 - April 2007
Versata, Inc.   May 1999 - June 2001
Dynasty, Inc.   November 1998 - May 1999
Fujitsu Software   September 1995 - November 1998
Micro Focus, Inc.   January 1987 - September 1995
Analytics, Inc.   June 1982 - December 1986

Skills
Financial Services, SaaS, Cloud Computing, Solution Selling, Professional Services, Enterprise Software, Business Development, CRM, Sales Enablement, Salesforce.com, Start-ups, Strategic Partnerships, Sales Process, Strategy, Sales Operations, Program Management, Management, Leadership, Analytics, Executive Management, Consulting, Sales, Sales Management, P&L Management, Business Strategy

Education
Stanford University   2007 — 2008

Vanguard University of Southern California   1978 — 1982
B.S., Communications

Agatha Javellana-Schmidt Agatha Javellana-Schmidt San Francisco Bay Area Details
Agatha Javellana-Schmidt's IRA Services Trust Company Experience August 2008 - September 2014
Job CISP, SDIP
Industry Financial Services
Experience
Polycomp Administrative Services, Inc.   September 2014 - Present
IRA Services Trust Company   August 2008 - September 2014
SF Bay Area Young Professionals Activities Crew (sfBAYPAC)   2009 - 2012
Wells Fargo  June 2007 - August 2008
Agriculture Canada, Government of Canada   May 2006 - October 2006
University of Manitoba  October 2005 - May 2006

Skills
Analysis, Program Management, Customer Service, Financial Analysis, Strategic Planning, Microsoft Excel, Marketing Strategy, Marketing Communications, Advertising, Brand Awareness, Special Events..., Public Relations, Communications Programs, Sales Management, Lead Generation, Strategic Partnerships, Start-ups, Strategy, Investments

Education
Carleton University   2001 — 2005
Bachelor of Commerce (Honours), Business

Eric Golub Eric Golub San Francisco Bay Area Details
Eric Golub's IRA Services Trust Company Experience March 2014 - Present
Job SelfDirected IRA expert with passions for public speaking, training and marketing
Industry Financial Services
Experience
IRA Services Trust Company   March 2014 - Present
Eric Golub Music   December 1992 - Present
3 Crosses (Neighborhood) Church of Castro Valley, CA   January 2013 - April 2015
Leaders in Retirement Investment Marketing San Francisco Bay Area   2013 - March 2014
Eric Golub, CISP   October 2012 - March 2014
New Direction IRA, Inc.   April 2012 - September 2012
The Entrust Group  December 2007 - February 2012
TriNet HR Corporation  October 2005 - May 2007
Charles Schwab  1999 - 2001
Franklin Templeton Investments  1997 - 1999

Skills
Investments, IRAs, Finance, Alternative Investments, Training, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Public Speaking, Customer Service, Retirement Planning, Strategic Planning, Portfolio Optimization, Webinar Development, Real Estate, Loans, New Business Development, Leadership, PowerPoint, Portfolio Management, Violin, Mortgage Lending, Pensions, Asset Management, Financial Services, Global Asset Allocation, Writing, PowerPoint 2010, Product Management, Ukulele, Business Planning, Investment Strategies, Insurance, Due Diligence, Small Business, Series 7, Securities, Financial Modeling, Risk Management, Fixed Annuities, Financial Analysis, Investment Properties, Equities, Cash Management, Financial Advisory, Entrepreneurship, Strategic Financial..., Credit, Employee Training

Education
University of Hawaii at Manoa   1988 — 1990
MA, Japanese, Ethnomusicology

University of Hawaii at Manoa   1984 — 1987
BA, Asian Studies (Japanese concentration)

Ryan Magdangal Ryan Magdangal San Francisco Bay Area Details
Ryan Magdangal's IRA Services Trust Company Experience June 2009 - August 2012
Job Principal at Full Spectrum Advisors
Industry Financial Services
Experience
Full Spectrum Advisors   August 2012 - Present
IRA Services Trust Company   June 2009 - August 2012
Sunlight Financial   November 2007 - January 2009
Clarion Mortgage  November 2006 - October 2007
BayCal Financial  May 2004 - October 2006
Bank of America  April 2003 - May 2004

Skills
Investments, Business Development, Strategy, Management, Marketing, Sales, Small Business, Mortgage Lending, Portfolio Management, Banking, Vendor Management

Education
College of San Mateo   1992 — 1996
In pursuit, Computer and Information Sciences, General, Business Management, 3.0

Inter Sources Incorporated -
Business Analyst, Project Management, Business Objects, BIG DATA/Hadoop

Anita Carlson Anita Carlson San Francisco Bay Area Details
Anita Carlson's IRA Services Trust Company Experience 2010 - Present
Job Customer Service Representative at IRA Services Trust Company
Industry Financial Services
Experience
IRA Services Trust Company   2010 - Present
Franklin Templeton Investments  October 1981 - May 2009

Education
University of San Francisco
Business

Michael McNair Michael McNair San Francisco Bay Area Details
Michael McNair's IRA Services Trust Company Experience July 2008 - Present
Job Trust Officer at IRA Services Trust Company
Industry Financial Services
Experience
IRA Services Trust Company   July 2008 - Present

Skills
Investments, Mortgage Lending, Loans, Asset Managment, Portfolio Management, IRAs, Asset Management, Real Estate Economics, Funding, Real Estate, Investment Strategies, Real Estate Transactions, Alternative Investments, Investment Properties, Business Development, Credit, Residential Mortgages, Mortgage Banking

Education
Santa Clara University   1970 — 1971

San Jose State University
Bachelor's degree, Mathematics and Computer Science

Edwin Blue Edwin Blue San Francisco Bay Area Details
Edwin Blue's IRA Services Trust Company Experience January 1979 - Present
Job President & CEO at IRA Services Trust Co.
Industry Financial Services
Experience
IRA Services Trust Company   January 1979 - Present

Education
University of California, Los Angeles
PhD, Physics